Reddit Posts
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?
Wrote about the weird accounting of SMCI CRWV NVDA etc years before
$DGXX - 20x times undervalued based on Power Mining Analysis
Diversification is for those who don't know anything
Mentions
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
SMCI is just starting. 2.6 days to cover shorts. Monday is probably $56-66
2-3 more days to let SMCI trade in a fair range $56-66. Then NVDA next
bought SMCI calls, stock dipped sold NVDA covered calls, stock pumped i’m out for today
Interesting. Thanks Btw could anyone help me to post this? it seems i dont have already the needed Karma. Sorry but i think is a good one: 'Look $SMCI, value stock, low PE, 22B market cap with 44B revenue last fiscal year, 20% short interest, short squeeze is coming. SMCI DCBBS server are IA native, $DELL and $HPE are legacy HW trying to adapt to IA. "
SMCI is 2.6 days to cover shorts! Poor bers...
SMCI calls I bought 3 days ago are PRINTING
SMCI it's your time to shine bby
i just bought SMCI 1 dte calls and now it stopped going up
Grabbed some SMCI calls exactly 2 hours ago and am up 80% Why the fuck don't I just do that everyday??
I jumped on the SMCI train.
Realistically is SMCI about to go on a heater?
I told you all to buy SMCI but it-s not late. It should reach at least 50$ per share. https://www.reddit.com/r/wallstreetbets/s/tM9QES8xea
SMCI rocketing to Uranus wtf....
Given SMCI's market cap, it could quadruple from here this year
What’s happening to SMCI??
SMCI treating me well today! Trimmed a little, house money now.
I would have made so much money on SMCI if I held my calls to expiry. 😵
Do you want to watch a short squeeze starting? SMCI. Watch it!
SMCI is on a launch pad! Fasten your seatbelts!
not my stocks! RGTI SMCI RIVN
Aight bois so im almost break even on some SMCI leaps expiring december. I was down 80% on em a couple months ago. Should I let it cook or just play it safe🤔🤔🤔
SMCI has been unstoppable
only problem with SMCI is large institutions cant buy it right now but i agree
I just missed out on my SMCI calls while it was red, by a fucking slither before it shot up. Fuck.
AI keeps telling me to buy SMCI BEFORE DELL earnings
Should be SMCI but who the fuck knows.....AI keeps pounding the table for me to buy calls will see
SMCI if you like constant fraud
Just up. Or maybe same market cap as SMCI lmao
No SMCI!! company full of fraudsters. Stay out of it. I exited at breakeven. But people have lost tons of money.
I feel the same while I’m holding SMCI but dell, amd and mu have run up insane amounts
Stock Allocation Why CRDO 35% (£350) Best growth profile on the sheet AMAT 30% (£300) Stable semiconductor backbone DDOG 20% (£200) Software exposure instead of only hardware SMCI 15% (£150) High-risk/high-reward kicker
Speaking of AI, Claude says you're regarded: The thesis is reasonable — AI infrastructure buildout is real and still early. But the list is pretty mixed quality. Legitimate plays on the thesis: • DDOG, AMAT, CRDO, TSEM, LSCC — these actually fit. Datadog especially has solid fundamentals. • SMCI fits the thesis perfectly but has serious baggage — accounting irregularities, near-delisting. High risk even if the AI server demand is real. • AAOI and LWLG are high-beta optical/photonics plays. LWLG in particular is essentially pre-revenue and has been a “soon” story for years. Questionable fits: • CRSR is gaming peripherals. That’s not an AI data center play at all. • IREN is crypto mining rebranded toward HPC/AI compute. Narrative-driven, not fundamentals-driven. • VTIX is a VR treadmill company. No idea what it’s doing on this list. On the “5 will be up 300%” claim — statistically that’s not crazy for a basket of small/mid caps over several years, but the variance is brutal. Some of these could also go to zero (SMCI governance risk, LWLG burning cash with no revenue). The list reads like someone screened for “semiconductor + data center adjacent” without distinguishing between companies with real moats and high-beta lottery tickets. Doing that in a Roth makes sense for the speculative ones since gains are sheltered, but position sizing matters enormously here.
This is not about SMCI. It’s about companies building enterprise servers for AI. The big 3 are SMCI, DELL, and HPE. SMCI was the first to move on this niche, and stocks popped initially. It might still be popping if not for their legal and accounting issues. DELL has caught up, and is up 140% YTD.
I think an activist investor should demand the SMCI stops getting caught
If you have eyes you can see big money is LOADING SMCI. This turd would usually be down a good 5,% on a day like today. Tell me I'm wrong
Tell to Dell and SMCI?
No, at least in _this_ thread, you're seeing _one person_ shill heavily for SMCI. I have that person pegged as an SMCI bagholder.
I mean they are improving. at least their financials are. I know alot of people take this move as sort of symbolic only and perhaps a joke. but if they steal even a few percent market share from SMCI or say Dell(low probability). their revenue will skyrocket.
I'm guessing you're an SMCI bag-holder, huh?
SMCI did well all on its own
SMCI run on DELL and HPE earnings or not?
strong signal.. surprised they had been lagging the pack tbh. heres the link if you want to set a free alert for the 200 on them [http://sma200.trade/SMCI](http://sma200.trade/SMCI)
are you talking about spacex or SMCI
SMCI is only a competitor in the sense that they sell hardware. Comparing them to Dell and HPE is like comparing cashapp to JP Morgan. They are benefiting in the current climate because they have access to shovels that's about it.
SMCI is on a launch pad. Fasten your seatbelts...
Look at SMCI, just about to break out. Broke just yesterday out of the big downtrend, 200 day sma und 200 week sma and they are still way cheaper than competitors like dell and hpe.
Yah, I see people mentioning SMCI, and not DELL.
If you’re not buying SMCI I feel bad for your kids and grandkids
$MU it’s red wing hedge fund, scam this one like Archegos Archegos push to few semi, once in a blue moon see Algo jump like $GME $RIVN $QS $SMCI $TLRY and now $MU
SMCI is now above the 200 day moving average is gapping up this morning... squeeze incoming?
SMCI still has a lot of room to run to hit fair value.
What am I missing about SMCI?
SMCI? Everyone needs servers
SMCI, severely undervalued.
what you think guys about $SMCI ?
Everyone who fudded SMCI 🫵🏻 told ya so
You missed many tech rallies? No worries! SMCI is still undervalued. It'll at least reach 50$.
SMCI elbowing through the crowd?
Finally SMCI is rising!
Mangu bought SMCI. This is enough for me
MU is cool and all, but where are all the SMCI regards that were loud as hell in WSB at?
I can't believe INTC and SMCI are not in the header charts.
SMCI is on a launch pad. Fasten your seatbelts.
SMCI. HPQ already pumped a lot.
Calls: SMCI One of the only tech stocks still in the low values.
Reminds me of SMCI a couple years ago
SMCI back to 122. Why not in this frenzy.
If you’re not buying SMCI I feel bad for yall
Is This MU run NVDA 2.0 or SMCI 2.0.? Place your bets retards.
!banbet SMCI $40 2 days
Imagine not buying SMCI after they blew the earnings call out of the water with insane guidance. Keep buying the top of other stocks. SMCI has massive room to run and it’s just getting started.
They’re this year’s SMCI, for better or worse.
SMCI fuckin has to go up sooner or later, unless they take part in some forbidden activities again.
SMCI is a highly undervalued play
Of course SMCI pumps after I sold. Same thing happened with AAPL. They get you down enough to make you fold then inject it with steroids.
At this point NVDA gonna have to announce it bought SMCI in order to get some of that pump juice lol
Really wana puts in SMCI