Reddit Posts
Me going into earnings week with $5000 in SMCI, MSFT, & AMD calls
KitKat Canada AI Ad? I’m Bullish on NVDA, AMD, & SMCI
What happens to options expired ITM AH but not enough cash in margin account?
Options expired ITM but not enough cash in margin account
I feel like quitting stocks selling Nvdia and SMCI too early
$SMCI Options expired ITM but not enough cash in account
$SMCI Options expired ITM but not enough cash in account
Next plays after the 200% gain in SMCI calls.
Pssst….. $SMCI, UNDERVALUED AI PLAY. Going up huge tomorrow!! Calling it now
$20k SMCI calls filled right before market close today. Hoping it holds the gains tomorrow morning.
SMCI IV up, premium up. Looks good to sell a CPS or CSP.
$610 -> $15,000. Happy Holidays WSB.
Super Micro Computer $SMCI Earnings Release - Thriving AI and cloud computing
Super Micro Computer $SMCI Earnings Release - Thriving AI and cloud computing
This AI stock jumped 163% this year, and Wall Street thinks it can rise another 50%. is that realistic?
SMCI is what everybody wishes they were investing in when they buy NVDA
Roughly $60,000 SOFI and SMCI Gainz in Two Weeks
Class action lawsuits (Super Micro Computer Inc - SMCI) and mutual funds
Is it a good time to buy SMCI ? For a long term holding?
Mentions
Imagine owning SMCI
Just my opinion but SMCI sucks. Shady management and thin margins
And SMCI is down 75% from its March 2024 peak
https://old.reddit.com/r/wallstreetbets/comments/1bw9c8l/goldman_sachs_and_morgan_knowingly_offering_scams/ I mean SMCI was cheap when it was 100 then went to 300 then 600, 800, 1000, 1100. Plus it still has to work out it auditing problems These companies really don’t have any revolutionary tech and it just seems like a big grift in this time period.
Yup SMCI did it a few years ago
$SMCI pumping, whats the news?
My i full ported my taxable account into SMCI and my roth into BULL. Tell me more please
Is there an emotional support crew for SMCI regards?
I don’t think NVDA will terminate their partnership with SMCI
NVDA's 45 degrees liquid-cooled Rubin racks are a game changer for data center cooling systems companies like JCI and MOD according to Bloomberg. This also spells doom of any hope of a comeback for SMCI. HPE and DELL too.
I keep buying SMCI calls and losing
SNDK reminds me of SMCI last year, everyone piling in then it blows.
wow SMCI is gangbanged every day after i bought
If people like AMD why don’t they invest in SMCI as well? They move together pretty much but smci is much cheaper
Doesn’t SMCI have low margins?
All in on $SMCI shares, hold for a year and double.
I'll share what the data shows. The SPAC pattern was "real business at distressed price", let me screen AI names the same way: **Most Beaten-Down AI Infrastructure (from highs):** | Stock | From High | Current | The Question | |:------|:----------|:--------|:-------------| | SMCI | -74% | $31 | Real business or broken? | | AI (C3.ai) | -68% | $14 | Real business or broken? | | PATH | -41% | $16 | Real business or broken? | **The Financials Tell the Story:** **SMCI (Super Micro) - REAL BUSINESS:** - Revenue: $5B → $22B in 3 years (4x) - Profitable: $1B+ net income - BUT: Gross margins collapsing (15% → 9%) - Risk: Commoditizing, accounting concerns **C3.ai (AI) - GARBAGE:** - Revenue: $253M → $389M in 3 years (slow) - Losing $280M/year - Gross margins collapsing: 75% → 40% - This is not a business yet **UiPath (PATH) - APPROACHING REAL:** - Revenue: $892M → $1.4B (steady growth) - Just turned profitable (Q3: $199M net income) - Gross margins stable at 82% - Automation, not AI hype **My framework for "SPAC-like setup":** 1. Revenue actually growing (not just narrative) 2. Profitable OR clear path to profitability 3. Down 50%+ from highs 4. Something broke sentiment, not the business SMCI fits 1-3 but has real business risk (margins). PATH fits all 4 but smaller upside. I'm not calling any of these "the next ASTS". Just showing how to screen. The SPAC plays had 90% drawdowns; these are 40-70% drawdowns with different risk profiles. What's your framework for filtering?
Consider this your reminder of SMCI (or SMCX for the unfortunate bold baldies). 2 new catalysts (new cooling system + NVIDIA collab *gasps*). Most of the tech was bought up today, they’re still just chilling at $30. Last earnings dump from delayed revenue should make up for itself in early February. Good luck ❤️
SMCI went from meme stock to value stock 😂
SMCI piece of shit stock can’t even go up after we take over Venezuela like everything else.
When SMCI dips to $29 I'm loading up on calls
SMCI casually down 6% from intraday high
Anybody still in SMCI? Thinking about going long here
How many times are we going to do a SMCI pump and dump from 30 to 60 and back
SMCI is 40% of my portfolio as of 12/31
3/20 $200 AMZN call 3/20 $90 HOOD call 3/20 $13 AAL calls 2/20 $100 PLNT call (Planet Fitness) 12/18 $50 PYPL call 1/15/27 $20 SMCI call
The 1849 Gold Rush proved that hardware providers capture the most durable value. Today's compute demand faces a hard physical ceiling. So, focusing on thermal management is the correct tactical shift. But SMCI's accounting volatility suggests a governance trap. Because power density is now the primary constraint. Which means it's industrial grid stability that dictates the real winners of this cycle.
the dip looks interesting on SMCI, maybe I buy PLTR, Silver and SMCI
If SMCI is slang for your mom then yes I am
Maybe SMCI and CRWV can go up now
Four fund portfolio was up 13%. Dividend portfolio earned me 11.7% yield but had some NAV decrease due to large number of BDC investments. Ended up 9% overall, but with overall beta of 0.7 was significantly less volatile compared with the market. Star of the show for me was the speculative growth and trading account, started this with $800k in February, ended up with $1.36m, a 70% increase give or take a few dollars. This holding and trading options on RKLB, SMCI, SOFI, RDDT, NVDA, SMCI, ASTS, HOOD amongst a few others that I sold puts on but was never assigned. In total my accounts were up almost $780k to $3.45m - almost 30% for the year.
One of these days SMCI will move again… I’m sure of it… lol
I would rather go all in on SMCI and maybe leaps NBIS but 50k isn't enough imho. Good luck!
I mostly agree with the backbone take tbh. Everyone wants to own the shiny AI app but none of that runs without power, cooling, racks, networking. That stuff is boring until it’s suddenly not. Data centres don’t care about hype cycles. That said I think people underestimate how fast the hyperscalers move. If power or cooling becomes a bottleneck they won’t hesitate to build or buy it themselves. Google and Microsoft already do this with energy contracts so some of the pure plays could get squeezed long term. SMCI makes sense short term because demand is insane right now but it’s still cyclical hardware at the end of the day. If capex slows even a bit it’ll show. Same story as always just faster this time. Also random thought but nobody ever talks about grid upgrades taking forever which could mess timelines completely. I like the picks as a basket not as a forever hold. Infrastructure wins but timing matters more than people think.
Very tempting, been eyeing SMCI for a while and it's crazy cheap now.
!banbet SMCI +50% 45d
What do they say? Misery loves company ?? F\*cking hate META. It has been worse than SMCI. ..and that is a low bar..
MU and SNDK Suddenly Overvalued. Memory is no hi tech and should run a PE of 8-9. SNDKs forward PE now close to 3x higher! All Dram will be supplied in 1 quarter. Remember SMCI they were darlings for 2 quarters and then all downhill!
I bought $95K worth of SMCI on Wed when it was at $29.40. I knew it was a steal under $30!!!
Market rotation into RAM companies lol. Insane. MU’s run reminds me of SMCI a few years ago. Up 10/20% every week for like 2 months lol
Mostly from uncashed profits as sometimes I hold options for weeks or months, at that time missing large profit on SMCI, while also having too many positions to track so I didn’t know which positions to close. And I’ve also accumulated too many positions that simply lost value. But it wasn’t too bad.
TTD, DUOL, SMCI, BULL. Accumulation station.
https://preview.redd.it/r4uu49qqgtag1.png?width=1638&format=png&auto=webp&s=6a14f329fd1ceb9c2174180a50ac1cbc886686e4 ttm bruh, [https://www.gurufocus.com/term/pettm/SMCI](https://www.gurufocus.com/term/pettm/SMCI)
Most similar to CVNA = SMCI, P/E ratio 60-80x Where are you getting these ideas?
I was promised SMCI recovering in 2026
Best CRML and GRRR. Worst SMCI, which will return about 250% in 2026!
Stocks that made great returns! GRRR, CRML, were probably the two best bought low and sold high. Biggest bad bet was SMCI which will Have a great 2026 with a 250% from the low!
None of the tech stocks are really dipping unless you really believe in SMCI bull case
Can SMCI cook the books a little bit because these bags are starting to be heavy
Yeah lol, profited that short wave. On X6 leverage it was easy money back on time when Elon was saying all that stuff about Epstein and Donald. So far this year was literally the best for me, golden. Profited "illegal word" puts on liberation time, then yearly calls went X10 but I sold when they where X5 much months ago, and then rode SLV performance. Now sitting most in blackrock "bored" euro index dividend fund which has impressive 3Y return for being dividend fund(Like from 20€ to 60€) and bought a tiny amount of SMCI 4x leverage for the jokes
Most losses were from MSTR (Oct) and SMCI (Sep)
yes sir NBIS pump and dump shits no beter than SMCI. they gon learn over there in NBIS subreddit
I'm starting to think SMCI is never coming back up
Yes, that sounds right. Maybe Dell or HPE will acquire SMCI one day to add more clients to their base see which big box comes out on top. Now, that's hardware monopoly.
What do people think of SMCI? It has fallen a lot from its March 2024 highs.
Why is no one looking at SMCI?
Unveiling SMCI: https://www.reddit.com/r/StockMonitoring/s/FvLgdE2eiz
Unveiling SMCI: https://www.reddit.com/r/StockMonitoring/s/FvLgdE2eiz
Unveiling SMCI: https://www.reddit.com/r/StockMonitoring/s/KTsEaDH2lY
Unveiling SMCI: https://www.reddit.com/r/StockMonitoring/s/KTsEaDH2lY
Unveiling SMCI: https://www.reddit.com/r/StockMonitoring/s/KTsEaDH2lY
Unveiling SMCI: https://www.reddit.com/r/StockMonitoring/s/KTsEaDH2lY
That’s how markets work now for everything, housing, garbage stocks like AI memes, CVNA, CAVA, TSLA, SMCI, ORCL have had these crazy moves and will crash, it’s just insane nonsense moves so you just play the game. But silver and gold is an old timers hedge but I’m also seeing younger people do it. Once YouTubers get on this more young people will also but we already know the dollar is going to be experience some issues so what do you buy? BTC is has lost it’s hype for the time being, it’s rotational and it’s silver/gold meme now
they define it as at least 3 of these occurring within 90 days - NVDA down 50% from ATH, SOXX down 40% from ATH, OpenAI or Anthropic declaring bankruptcy, OpenAI acquired, H100 rentals below $1.00/hr for 5 consecutive days, and/or one supplier (TSM/ASML/AVGO/ANET/SMCI) down 50% from ATH
Any chance for SMCI to end green today?
I got killed on SMCI too. But it'll be back. Just keep holding.
Guys Merry Christmas. Not joking, isn’t SMCI at these prices a christmas gift?
As in YTD change only, starting 1/1 I’d say: BULL HIMS SMCI NFLX gap fill META gap fill maybe UNH maybe ARM
Shorting SMCI to the abyss. Such a trash stock
Is full port SMCI calls worth it?
Daily FUCK SMCI can't wait for my puts to go ITM
SMCI is generational wealth opportunity
FUCK SMCI down when I bought the stock, now it's up after I bought puts...