SMCI
Super Micro Computer Inc
Mentions (24Hr)
171.43% Today
Reddit Posts
Selling Covered calls on AI related stocks and throws my call deep ITM
SMCI's Collaboration With Taiwanese Authorities Leads To Arrests — A Look At Jensen Huang's Advice To Super Micro
CRWV feels like one of the purest AI infrastructure bets now, but is the runway already priced in?
In anticipation of NVDA earnings report, I bought a lot of stock.
Is SMCI (Super Micro Computing) the next INTC (Intel)?
$PENG: PENGUIN SOLUTIONS - The AI Infrastructure Sleeper Nobody Is Taking Seriously Yet
Up 250k in the last month from 17k initial… INTC AMD 90% of what I played.
Is there a reason Qualcomm went from 125 to 220 in a week? No one uses them for AI, edge computing, soon Apple will not use their modems
$ SMCI shorts are in serious trouble tomorrow $
AI bubble or early retirement? Yes
PSA: stop using IV rank in isolation, it's lying to you on earnings names
Super Micro Computer (SMCI): A Powerful AI Trend…UnderValued
~40k in Profit from Swing Trading 0DTE SPY Options
Have you missed me since 2022? I've missed all of you 🤣🤦🏼♂️💀
DD: SMCI's Co-Founder Got Arrested and I'm Just Sitting Here Holding PENG
23 MARCH 2026 , THE BIGGEST WINNERS AND LOSERS PRE-MARKET
How do you spot governance red flags when investing?
SMCI SUPER MICRO - Showing OVERSOLD after 2pm
VCX +199%, AZTR Doubles Overnight, SMCI Puts Go Nuclear — Is This “Roaring Kitty 2.0” or Something Else?
Supermicro stock plunges 26% after US charges co-founder with conspiracy to smuggle Nvidia chips to China
Holy crap, VCX up nearly 200%, AZTR x2, SMCI options printing – Reddit alert chain reaction in full effect?
The Indictment Relating to SMCI is Bullish
Indictment Relating to SMCI is Bullish:
SMCI Co-Founder Arrested for Smuggling $2.5 BILLION in Nvidia AI Servers to China
Look SMCI,how about Dell, Asus, Quanta Computer all smuggling B300,H200 to Shenzhen to sell. China want latest but not old H100 or H200.
Just in: SMCI co-founder charged over alleged Nvidia chip smuggling to China
SMCI just shit the bed.... Cofounder supplying chips to china
AI is quietly fueling NVDA, SMCI, AMD here’s what I’m watching
AAOI Gearing up for a Generational Run ($120 →$150+)
SMCI SuperMicro has huge potential in the AI race.
What am i missing here??? SMCI is a datacenter player
SMCI (how to make easy money on a hard stock)
Who’s the Enron and MCI Worldcom of this generation?
Super Micro Computer Inc, $SMCI, earnings are out: - EPS: $0.60, est: $0.49 - Revenue: $12.68 billion, est: $10.34 billion
20% in 20 minutes on SMCI via the 2x leveraged ETF SMCX
From $250 into $1k worth of SMCI Calls
What are some stocks you don’t mind waiting on to get a good entry ?
SMCI - A Make or Break Quarter Perfect for Options Straddle/Strangles
DD: Vishay Precision Group - A Once in a Generation Opportunity in Humanoids
Signs that SMCI is sandbagging its 2Q2026 guidance! Let's go!
EVTV AZIO - holding steady around 50 cents on 2.9M volume... While discussions are ongoing, AZIO AI notes that it is working with EVTV to come to a definitive agreement and that there is an ongoing determination regarding transaction structure, consideration, timing, and additional financing.
$EVTV AZIO - As previously announced, AZIO AI and Envirotech Vehicles entered into a non-binding letter of intent ("LOI") under which the parties are evaluating a potential strategic transaction in order to assist EVTV in transitioning into the AI Data center space.
EVTV AZIO - Power Hour, UP over 20% @$0.50, the HOD, on 931k volume... The LOI outlines a transaction framework under which the parties are working toward a potential business combination to which EVTV would acquire 100 percent of the outstanding equity of AZIO AI.
CVNA - Send her off with your pockets full
EVTV AZIO - Under the framework outlined in the LOI, the proposed transaction is informed by an independent third-party valuation of AZIO AI of approximately $480 million. If completed, AZIO AI is expected to serve as the primary operating entity, repositioning EVTV's long-term strategy.
AZIO - As previously disclosed, AZIO AI is engaged in a LOI that purposes a strategic merger with Envirotech Vehicles, Inc. (NASDAQ: EVTV). Management believes such strategic alignments may enable AZIO AI to deploy AI compute infrastructure.
AZIO - According to the valuation report, AZIO AI's enterprise value was derived using income-based approaches across multiple deployment scenarios, including configurations utilizing NVIDIA B200 and next-generation NVIDIA B300 GPUs. SMCI EVTV
$AZIO $SMCI $EVTV Azio AI Advances Sovereign AI Infrastructure Strategy, Supporting Philippines' National Investment Fund Modernization and Positioning for Long-Term Public-Sector Growth
Sharing my research - quality stocks to trade options on
I've cleared over $70k in my first year using the "Wheel".
SMCI just expanded their NVIDIA Blackwell lineup new 4U + 2OU liquid cooled HGX B300 systems.
SMCI -41%. Signal fired Nov 1. Here's the replay.
Are investors getting scammed by companies like CVNA, SMCI, PLTR being added to the SP500
I let AI build me a portfolio and it beat the market
30-45 DTE wheel candidates. Which of these puts would you sell?
Mentions
SMCI should moon tomorrow thanks to Dell, hop on the train 🚂
ONDS has always been tricky. I guess you may know the reason behind the unusual rally today (US govt to fund some drone companies bur afaik ONDS is not in the list) but I expect the price to settle back unless somebody tweets it. If you see the historical volume today it didnt make sense. The most insane were Dell and SMCI and Intel. I will not be surprised if the covered call ETFs are probably going to havoc the market like never before because they need to sell their stocks inorder to return the capital be it weekly, monthly. Look at bitcoins now, despite AI boom it is no where close.
SMCI is cheap as fuk i'm surprise no one is buying it. Building a big beautiful position on that one.
AMD $1 trillion market cap when? Thinking of full port LEAPS. It’s already $844 billion. Or better to split with SMCI? Or BB or NOK? Need to double my port quick.
SMCI going to see a 30% uptick tomorrow
My 600 shares of SMCI @ 21 are looking good. Fraud and hit pieces are a blessing in disguise.
Held Dell for two years while Jensen was boosting and jerking Michael Dell at every single conference yet it never pumped. After SMCI went down, absolutely no price action in Dell. Looks like all we needed was the mango boost. I can't tell you how many stocks Ive held early but liquidated due to no appreciation. Mama mia.
PLTR back on the menu? Or SMCI to 60s again?
SMCI 50c 0DTE on open im doing it
The fact that this sub is free is crazy. I made bank in the past month on tips from u guys. SMCI ASTS DRAM. Who do I blow first?
SMCI is it too late to chase
Infinite money glitch (not patched yet): 1. Buy SMCI calls at open 2. Wait for ASTS to drop to $112 tomorrow, buy calls 3. Pick your Bugatti color
!banbet SMCI 75 3w
That's the word on the street. It very well could keep going up but I would be very cautious, SMCI has had a bad history of ripping then dipping. Maybe if the market feels like their litigatory risks are behind them then they could be rerated to the $60+ range reasonably.
the calendar GPT suggested has the structure backwards for what you're trying to do. you're long the shorter dated option and short the longer one — that means you're long gamma and short theta on the near term leg, which decays faster. the "time buffer" it mentioned doesn't really work that way, the weekly you're long is bleeding faster than the bi-weekly you're short a normal call calendar is long the further dated, short the near term. that way you collect faster decay on the short leg while your long leg bleeds slower. what GPT described is basically a reverse calendar which profits from vol expansion, not from stocks grinding up slowly also on these high-momentum names a calendar in general is tricky because you need the stock to stay near your strike through the short expiry. if SMCI rips another 20% the week you're short the near term call, that leg blows up and your long weekly doesn't cover it. the defined-risk structure sounds good in theory but the real risk is the spread widening against you on a big move, not just the greeks
SMCI gonna pull 20% by open
this is kind of the core tension with selling calls on distressed/beaten-down names — the IV is elevated precisely because the market is pricing in the possibility of exactly what happened. SMCI and ONDS at depressed prices with high IV aren't just "cheap stocks with good premium," they're pricing in some probability of a catalyst that rips them 30-50% overnight for the current positions deep ITM, the options are pretty limited. you can let them get called away and accept the capped gain, or buy back the calls at a loss and hold the shares naked hoping they keep running. rolling up and out can work but if the stock already moved hard the extrinsic on the new strike is going to be thin and you're just buying time going forward if you want to keep the underlying through a potential rip, selling at 10-20 delta on these names basically guarantees you get capped on the exact moves that make holding them worth it. either go further OTM and accept less premium, or just hold the shares without the call and sell it after the move has settled. the covered call premium on a stock that could double overnight isn't worth the cap
HPQ bound to rip a couple 10 % days if SMCI and HPE can do it. In fuckin due time. Trus
Bingo. I've had ARM, SNOW, and SMCI calls all pop for me in the last week. I'm only trading in a $10k account, so they're all $500-1000 buys. When $500 turns into $5000, I sell that shit. I may hold a runner or two, but usually when I choose to hold the runner, the stock decides it wants to plummet the next day.
I want to say SMCI at this price? But I put Western digital on my watch list at 70 waiting for a pull back..... lol
I don't know SMCI well, but ONDS is very volatile and could easily drop enough that you can roll it for a profit. I'd wait and see what happens (assuming the strike date isn't tomorrow). Anything can happen next week. If it's getting close to your strike date, roll it out at same strike or a higher strike, whatever works for you math-wise.
Buying SMCI in the morning
Sold my SMCI for 85%. If it goes up another 100 now: You´re well cum!
SMCI and NOW full port tomorrow, I about to tear my hair out. I'm tired of picking the wrong play every time. I have somehow lost a tremendous sum of money the last two weeks like an absolute buffoon
I'm buying HPE, CRSR, SMCI lottos at open tomorrow
The top 3 are Dell HPE and SMCI like I said if you find another company projecting $60B from this market alone let me know. Company has to actually make them design doesn't count. Why you think SMCI got caught up in the illegal stuff going on in this world.
You think NOW pumps tomorrow too off mango hype? Maybe it's safer to just stick with SMCI and RDW.
SMCI is going to become SMBBC tomorrow morning.
SMCI because of FOMO and a lot of people are going to use their profit from Dell to buy it too
What do I buy? I’m thinking full port SMCI and RDW calls. I was thinking META or MU but worried they’ll trade flat and burn theta for a while. I have to revenge trade these PATH losses back
To whoever was pumping SMCI pre dell: thanks homie!
HPE and SMCI are now pretty much the same price after hours which is kind of funny since they are only 2 companies that compete with Dell. If you know of any others I'm missing let me know so I can buy those for a short term pump as well.
SMCI up 10% afterhours after DELL earnings!
$SMCI up 10% afterhours after $DELL earnings
$SMCI up 10% afterhours after $DELL earnings https://preview.redd.it/l7wv7ucnqy3h1.png?width=1148&format=png&auto=webp&s=00ac76cf5e46cb445b76c75c5345d22b4dc996cd
SMCI is next in line... fasten your seatbelts.. and thank you dell
no it affects $PENG $SMCI prices Hopefully all that defense spending will Boost PLTR
I'll continue holding SMCI
I can’t believe I canceled my July SMCI call order when it was $30
HPE better beat next week, if not SMCI might shit the bed again
Wishing I had done that when I bought at 4pm and sold at 5:15pm because my hands turned to paper....now I'll just have to wait for a pull back while I play SMCI and HPE as a proxy trade 😢
Y’all don’t sleep on SMCI again
well I'm holding SPCE, DELL, SMCI, & CRSR calls, but mostly shares though like a pussy Ama
$SMCI at least worth 100b
Sorry, i am very skeptical about these results, hardware integration is a very low margin endeavor, last time an AI hardware integrator went 5x it was SMCI and later it was found out it was mostly fraud and smuggling systems to china, this time i guess it is state sponsored fraud (probably stargate related) and it is likely that american citizens are going to foot the bill.
My SMCI calls are looking like they’re about to pay for a new Harley. Crazy AH
Dell's gross margins are declining YoY so they're basically just outbidding competitors to buy more Nvidia GPUs. Cost of revenue is going up at the same pace as revenue growth (117% YoY for hardware sales). SMCI saw a similar explosive growth in 2024 for doing the same thing, but because their accounting is shady and they're most likely doing shady deals with China, Dell is kind of the only big boy in this space now and likely outbidding the smaller competitors hence you see the drop in gross margin. Wall Street could not predict Dell's revenue or EPS because Dell could just keep decreasing their gross margins to pump more revenue growth by buying Nvidia chips at an even higher price. They take a bulk of the risk, while keeping Nvidia's revenue and gross margins high. Everybody wins as long as there's AI data-centre demand. The narrative haven't changed yet. Nobody on wall street cares this massive spend on capex is not returning any meaningful revenue, because everybody's eating good from hardware companies pumping their portfolio, myself included.
I don’t have any Dell but my SMCI calls are up 110% not including AH spike
Bought SMCI and HPE as proxy but sold dell at $390 like a regard
Why SMCI pumping all of a sudden?? My leaps are back from the dead🙏🙏
With Dell and SMCI going crazy, am I nuts to get HPE before it goes higher? It's got to go higher right?
Sold my SMCI bags around $40 at break even and up course it moons now to $60+
SMCI back to big dick status
Fucking hell. Still kicking myself that my calls didn’t go through on SMCI at open. Fucking 3x so far.
SMCI $50 tomorrow going to erase all my ODTE losses throughout history. SOC chucking the state of California is going to get me Lambo
For me it really depends on the timeframe. If something grows ten-fold in one year, I will generally take out three times the basis (I did this with SMCI a few years ago just before it crashed and am very happy I did). That kind of speed is unsustainable in most instances. But if it grows ten-fold in five years, I’ll generally just hang on and see if it does it again.
How is SMCI up 17% since open lmao
I hope the guy who bought SMCI calls at $19 is still holding
Shorting SMCI. DELL's earnings are bearish not bullish for SMCI, taking market share.
Dell + SMCI... poor bers. The short squeeze is about to start on SMCI. thanks dell. Love you both
!banbet SMCI 62 2w
Thanks DELL for my SMCI gainzzz. Tomorrow SMCI should be at $47-48. $60 in 2-3 months
Well it's avacaduh toast for me gents. if I bought more SMCI and DELL calls I could maybe afford a latte too 🫠
SMCI gonna have a good day tomorrow
I missed out on SMCI calls at open and then it just kept going higher all day. They are now 2x and I have none.
SMCI lol hell yeah
SMCI getting a boost from DELL earnings works for me. Maybe Charles will retiree soon
Thought SMCI was going to take a few months to get to $50. Might be $50 tomorrow at this pace
Bought SMCI calls to ride dell’s coat tails, bigger upside potential and winning already
Someone go sell the SMCI 37 put for 0.03. I need to test something
can someone go buy the SMCI 37 put for 0.03? I need to test something
SMCI about to go on a nice run overnight
AMAT & SMCI are the only catalyst here & barely.
Tech is going to spend more not less, SMCI went from $31 to $41 in a week. The whole world is buying long Tech stock.
SMCI. Check it out on Monday/ Tuesday
SMCI finally getting close to my cost average. Cant wait to get rid of these bags
SMCI, if youre not commiting fraud, youre not trying hard enough
SMCI is so fraudulent. I'm adding puts. Send it down!
Went to sleep last night with BERS talking serious doom and gloom…. 12 eastern time and up 10% in the fun port today :-). Thanks bers. Thanks SMCI
SMCI $42.88. I guess you were wrong, time to hit the boba tea and learn to drive