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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
Meta and AMD designed mi455x in collaboration. AMD will customize mi455 to fit a hyperscalers needs. That’s their speciality. It’s not a one size fits all solution like Nvidia. And it’s also the reason they bought ZT systems, which is akin to SMCI. ZT customizes the racks to fit whatever need a company needs
Strange SMCI option flow today. 56k calls purchased at the weekly 44 strike & $22m in puts at 30 strike a few months out
You can basically buy any stock at any price except SMCI and make a shit ton of money in this market
PYPL is deep into value territory. If you believe SMCI will deliver on the numbers it set for this year, so are they. Tough company to believe but I’m gonna pick up a few options just in case
yall remember SMCI? I just realized its $30, down 50% for the past 3 months.. lol
HIVE CLSK MARA BITF RIOT 🚀🚀🚀🚀 and SMCI... Yes baggie of SMCI but won't sell till $150
I had a better feel for it last year. Played the upswing by betting on it not getting delisted. I generally think the stock is a piece of crap since management is so bad at earnings calls (constantly delaying, lowering guidance, the one plus being tight with NVDA). That being said at $30 it is somewhat intriguing. But when looking at high risk stocks like $SMCI I think most of the public money is going to go towards $NBIS,$IREN, blah blah. Thats why I was searching for comments on SMCI to see sentiment. I think it may be a decent buy to run up into ER to recapture some of its losses. Of course when researching it now, Mizuho just reduced their PT for it lol but who cares. Maybe I'll pickup some seeing how this week goes with Jpows news this evening, I've really lost my balls as my account size has scaled honestly so I applaud you for keeping yours.
I typed in "SMCI" on WSB to see any relevant information on it. Your Yolo came up first had to check out your profile to see how you were doing. MAAAAYBE it'll turn around? god speed
SMCI is going to bounce between 30 and 60 for the next decade
Holding fast with SMCI, but building up GIS -- hard to beat a 5% dividend at such an affordable price.
SMCI starts its recurring run to $40+.
I never would’ve thought to put 10k into NVDA in 2019. But this guy got me in before your boss and Lyft driver in a busted civic did. In 2022 when shit was about to crater, I had this champ selling calls to buy more with the premiums. When I didn’t want to pay short term cap gains on SMCI, he knew the big money was leaving. that account has beat the market pretty much every year. And helps me handle the 100k swings on my degen account. it’s more responsible to recognize how emotional investing for growth is. it’s valuable to have someone else in your corner once your at/past 750k.
man, I had a $48 call assigned a few months ago. WTF happened to SMCI
Yeah I am trying to trade in my Roth only stocks though so for betting against I get the Defiance 2x inverse etfs. They have them for OKLO SMCI RKLB QBTS HOOD aka all the meme stocks. Direxion only has 1x leverage inverse and that is not enough volatility for me.
On a level of 1-10. How Gay is SMCI? Thinking of fucking fullporting that piece of crap.
My top 3 picks to start the year : TTD - HIMS - SMCI Always buy low regards
SMCI is my main play this quarter
SMCI looking cheap here at long term support around 30, may get some LEAPs
SMCI is the biggest dogshit stock
If you liked SMCI at $59 six months ago you'll love it at $29.5
Does anyone have any insight as to how/why SMCI has about 17.5% of its float shorted? I looked at financials and company seems solid on their feet, building lots of hardware to support NVDA, I can’t understand it.
SMCI all the way up. Long
Is ORCL a buy? Is SMCI here?
Here's the actual data on your picks: **Price Performance:** | Stock | Price | YTD 2026 | Above 52w Low | At 52w High? | |:--|:--|:--|:--|:--| | ASTS | $68.37 | **+215.9%** | 3,301% | 71% of high | | MU | $232.51 | **+166.2%** | 259% | 88% of high | | RKLB | $55.49 | **+122.3%** | 1,472% | 80% of high | | SLS | $2.20 | **+105.6%** | 335% | AT HIGH | | SMCI | $31.66 | +5.4% | 76% | 27% of high | | GRAB | $4.95 | +4.4% | 70% | 77% of high | | VG | $5.92 | **-75.3%** | AT LOW | 25% of high | | UNH | $334.20 | **-33.8%** | 41% | 53% of high | **Financials (Latest Quarter):** | Stock | Revenue | Net Margin | Profitable? | |:--|:--|:--|:--| | MU | $11.32B | +28.3% | Yes | | UNH | $113.16B | +2.1% | Yes | | SMCI | $5.02B | +3.4% | Yes | | RKLB | $160M | -11.8% | No | | ASTS | $10M | -833.7% | No (pre-rev) | **Reality check on your "value plays":** - **ASTS, RKLB** - Already 15-33x above 52w lows. "Value" left the building in 2025. - **MU** - Actually has fundamentals. $11B rev, 28% margins, but up 166% YTD already. - **SMCI** - Only +5% YTD, but down 73% from high. Margin compression (7.1% → 3.4%). - **GRAB** - Flat YTD, hasn't participated in 2025 rally. Could be actual value. - **VG** - Down 75%, at 52w low. High risk. For "value plays," GRAB and SMCI are the only ones that haven't already run 100%+.
https://preview.redd.it/4huab893f3cg1.jpeg?width=1600&format=pjpg&auto=webp&s=b8ffa376c0b03298f91d9efc4199b179a061fd4f SMCI
NVDA please take SMCI with you. i really need it to close above $30 on friday. above $31 would be even better
Have you ever ran into a situation where you did borrow? I got assigned early on SMCI on margin but I just sold the shares for a loss and moved on
90% of portfolio is cash rn. My last holdings were BTU, HAL, SMCI, & KVUE which were all sold at their highs (except HAL, sold at 27:( ). The US economy looks like dog shit so I’m actually short SPX as of 11:30am today
So in 2024 September I went to his sketchy physical therapy clinic that was probably milking money from old Chinese people and the doctor was a grandma , I was looking at her monitor (she was using one of those curved gaming monitors) and her brokerage account was open , it was long calls/shares on NVDA TSLA and SMCI. It was the exact day SMCI took a huge dump from a scandal and she let out a sigh when I said I can see her portfolio , she asked me do I trade and what am I investing in and I just said Space.
How do SMCI bagholders live with the knowledge that they could have purchased GOOG instead?
of course SMCI goes full AIDS as soon as i buy in
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