Reddit Posts
773 paper positions across 177 tickers, biggest name 1.8 percent. I went looking for concentration risk and found no opinion at all
Built an agent that buys whatever WSB is talking about. It's down 19.2%. Got 3k upvotes on WSB before they deleted it.
I built an agent that buys whatever this sub is talking about. It's down 19.2%.
Why is Super Micro (SMCI) up ~9% today? Cisco just made it the box inside its Nvidia AI Factory
$700k in SMCI leaps (340k profit).. where to go from here
Got out of SK Hynix and Coreweave right before jumping fully into Super Micro Computer—this timing is chef’s kiss.
How many more sessions to wait before puts on SMCI because of management creative solutions?
Pre-Market Gainers and Losers for Today (August 12, 2026) 📈 📉
ONDS Short Squeeze Potential with Earnings Catalyst
SMCI institutional buying before earnings
Who will get the biggest pop from earnings next week - Aug 10-15
Why I Think SMCI Is One of the Most Mispriced AI Stocks Right Now
Earnings week watchlist, these are the ones I'm eyeing next week
Thank me for the ride today :(.
Everything on my watchlist is bleeding, what's your move?
SMCI Most Undervalued Stock in the Market?
SMCI Shortsqueeze Part 2 (Initiation)
Why did Super Micro (SMCI) rip ~22% today? A $60B order book and a doubled margin guide
Looking for feedback on direction neutral LEAPS collar strategy
Super Micro (SMCI): the full file — the numbers, the owners, and what the filings actually show
Another month, Another Scandal...SMCI, the company that never disappoints LOL
Since you guys pumped Wendy can you pump another meme stock SMCI😭😭😭
Zoom the fuck out it’s a massive quantum network
Zoom the fuck out it’s a massive quantum network
NVDA annual meeting today at 9am PT, stock sitting around $200... anyone else watching this closely?
SMCI is co-building another new Gigawatt AI datacenter for Elon Musk / SpaceX
SMCI destroyed me today — who’s joining me in the trenches?
RELL (Richardson Electronics): The most misclassified AI infrastructure play Wall Street is completely ignoring? (Deep Dive)
Supermicro Announces Proposed $7.0 Billion of Equity and Equity-linked Financing Transactions To Fund AI Orders
OpenAI filed for IPO but is the entire AI hardware backlog a massive trap??
$725B AI Capex Arms Race: If AI Is “Crashing,” Why Are Big Tech and SpaceX Raising to Build More Compute?
$SMCI featured on Fox Business – potential catalyst for a breakout?
DELL is up 330% from its 52-week low and I still can't decide if it's a buy or a trap
Lol GRRR with more news. SMCI, YOTTA, NVIDIA, Gorilla.
CEG, GEV, VST: Retail FOMOing late into an exhausted investment cycle
Dell’s $24B AI monster quarter means the hardware supply chain is about to go crazyy
One The Most Overlooked Sleeper Plays in the Entire AI-Craze
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 🤣🤦🏼♂️💀
Mentions
If Elmo really buys $SMCI for $50 billion it will be hell of a deal, cheap AF
Bought some SMCI after seeing 🥭 invested in it. Now for him to shill it and 🚀
AVGO and SMCI are 2 of the most undervalued and underappreciated stocks on the market right now.
SMCI starting it's run to $75
Damn trump bought some SMCI it’s only time before he’s shilling it.
SMCI is down premarket! My puts are printing!
I got puts today! It was on SMCI Everything else fell, but SMCI
SMCI about to start it's march back up to $75 per share
What is your exit strategy? I am thinking SMCI around $38.5?
interesting movement on TSLA and SMCI :feetswing:
wow so Elon is buying SMCI for 48 billion?
What is this about Elon buying SMCI for $50 billion?
No 0dte, started with SMCI sold it from 90 to 999.99 . Then got MU at 380 , NBIS 130 and few options here and there as you can see high was 633 when NBIS , MU was high and lost a few in options trades but cannot complain
SMCI chart looking bullish. Might have to join in. Thoughts?
The only thing stopping me from a full yolo is the semi momentum. It’s a concern but I think semis over extended short term. SMCI in particular is riding the upper bollinger and typically reverses within a day or two. That’s my exit leaving a runner. Also kind of looks like it’s in distribution as it’s failing to break out from here. I had a good entry yesterday so todays theta didn’t wipe me, and I averaged down. I’m also ready to roll the contract if my loss tolerance is triggered. I believe in SMCI long term and am a buyer under 30
SMCI and KEEL are the moves. Thank me later
Even SMCI has Vera Rubin lol
META, TSLA, PLTR, ORCL, SMCI. I just buy evil stocks cause i like to live dangerously.
I did. I'm heavy on CRDO and SMCI.
Reputation costs you $$'s SMCI: PE Ratio 12.64 Forward PE 9.49 DELL: PE Ratio 33.15 Forward PE 20.1
some invisible retard ropes holding SMCI back to triple up, so annoying
I'm in CA. Yes taxes are a huge headache. My current thoughts are to liquidate after very very substantial gains to defend that new level of capital. Most of my gains are long-term with a substantial loss due to writing AMD covered calls that are $250+ in the money. Buying some of that back would trigger short term losses that I can use to offset the short term gains on SMCI. Once I am substantially in cash, to discipline and wait for very substantial pullback before getting back in small amounts and average down if it continues to drop and eventually 100% in when it hit -50%. Yes it is tough to cash out when everything seems to go your way and the thought of taxes. But if you don't raise a substantial amount of cash, you'll see a 40% hit within 2 mths when it pulls back, and you're worse off- taxes not paid and no cash to take advantage of the deep discounts.
When it hits 45 I would sell off probably 20 to 30% of my SMCI. I'll sell off 70% of it when it hit near 50. I intend to get out of all of it by Q1 regardless of what happens. https://preview.redd.it/dtvxtsur5mqh1.jpeg?width=1200&format=pjpg&auto=webp&s=65e1249f0a1408b89af39906490c47a122277b47
$SKHY $MU $SNDK $SMCI provide multiple forward years of earnings yield above bonds yields, almost no other stocks in the entire market so right now
If SMCI drops into the $35s I’m buying
Cmon announce another SMCI probe and tank it again
SMCI just need you to go under 39
$DELL. 250-300 in 6-12 months We saw how server racks crash like HPE , SMCI
Check $DELL $SMCI $HPE also giving server racks. PC selling not much, check net gap, compare to $NKE $MCD $BA $PG $CLX $MO etc https://preview.redd.it/0uhtonru48qh1.png?width=1621&format=png&auto=webp&s=7d56b68e6f79b322aaa7b25d4b42544db802fccc
I just don't feel like SMCI is gonna work out. Has been a turd for years
Do we see SMCI under $37 tomorrow?
SMCI is a cheap stock compared to DELL & HPE. It will catch up soon IMHO.
I remember SMCI went up to 1050 for a moment and absolutely tanked after opening
I owned Dell at $60. Rode it all the way to $180 a couple years ago. I always assumed it would have an SMCI style run because it’s a far better company. Then they rugged the shit out of it and I sold at $130-140. More than doubled my money and thought I was smart. I watched them rug it all the way back down to $60-70 again after that. Then it did nothing for months. It was dead money forever. Then they finally decided to run the shit out of it.
Or. Maybe the previous quarter was an anomaly. Regardless yes. It's ahead of its skis, yes. Next 18 months may be built in. SMCI is untouchable and HPE sucks. So, AMD helios is what matters.
SMCI is a 75$ - 100$ stock every day of the week....it is just being discounted because of some potentially sanctions evading sales....or something along those lines. I believe/hope, that shit is behind them, and the companies share price will reflect that in short order.
SMCI up 10% Gone from Double Bottom -> Cup and Handle with nice green candle Ready to rocket another 20-30% by EOY >SMCI P/E: 12.48 DELL P/E: 32.87 >SMCI Forward P/E: 9.36 DELL Forward P/E: 20.04
so were just not going to talk about the 10%+ day SMCI is having?
Ok out of SMCI. Too frothy for me. Whats next boys?!
SMCI being a good boy for once
I’m just selling a shit ton of puts at $35 it’s a good entry. My strategy with SMCI is just wheeling it
SMCI is still incredibly cheap. Like ridiculously cheap and idc about management nothing ever happens
SMCI 10% you naughty girl
SMCI dip was free money
Great play, I did the same with SMCI in late 2024. It only lasts so long
That side is going well. The equities I own PYPL VITL SMCI have been struggling especially PYPL.
I do this all the time...DKNG is always on a dip too leading up to the start of NFL season. SOFI and SMCI and CMG are good swing entries now....maybe wait for dip tomorrow depending on Fed news tomorrow.
It’s been stuck in that range for over two years. Then there’s Dell, same category and continues to climb. SMCI is hot garbage dog water.
SMCI stock is hot ass after a McDonalds diarrhea.
SMCI is such an incredible stock, no one should ever buy it.
rate hike is already baked in. quantum has been battered this summer but i trust it will come back. i sold SMCI after being bored with it
I used to be NVDA GOOGL MU MSFT and SMCI, swapped some around after taking gains and rechecking vals
Debate my port: META RDDT NVDA SMCI SOUN
High earnings yield + low P/E for 10 year yield ($SMCI $GOOG $HPQ $SKHY)
It’s down 11.5% last 5 days. This is the new equivalent to a month ago. You can’t assume the market hasn’t dynamically changed since then. You have to go off current to future relevance or I would still hold my SMCI when it dipped to $19 a share 6 months ago and be rich as fuck you just can’t assume that’s the baseline normal low.
I work in IT and I promise you nobody is buying HP or SMCI both trash
Agree on that. Dallas is the SMCI of the NFL
Buying SMCI low pre market and flogging it back
Same. RDDT/APP My big spot that will be affected here is SMCI
I am leap calls on SMCI…… you may not want to follow my moves :-)
My SMCI DELL & HPE positions are cooked. Oracles capex made them all run hard. Now they’ll all tank and erase all the gains
1-900-hot-babe is pathetic dude ( Unless you made money in SMCI calls)
NEW PORT IS AS FOLLOWS: (in order of position size) UBER; DASH; CRWV; GRAB; PATH; AA; RIVN; BWET; SMCI
RXT, 10-20 soon Look DELL, HPQ, SMCI Server demand
SMCI disproportionate upside and strong support make it a STRONG BUY
Yeah SMCI curling into AH
I think SMCI sees continuation tonight
I knew I should've bought SMCI last night
DELL P/E: 32.68 SMCI P/E: 12.40 Life is not fair! 😂
SMCI is a $120 stock that’s been around $30/40 for 2 years. Load the f up this thing is finally repricing. They’re Dell’s main competitor, except they’re more data center than Dell and Dell is priced at 3x multiple.
Shout out to the guy who mentioned SMCI calls for today
SMCI Hot garbage dog feces stock. Don’t ever buy this manipulated junk.
SMCI about to pump
SMCI but no matter who you choose, wait for the cpi Data this friday and the Fed interest rate decisions next wednesday.
SMCI bulls have been saying this for years. Charles will never leave; he's a reason why it'll never break through.
SMCI P/E: 12.30 DELL P/E: 32.26 If their sh!t management could get the house in order, this thing could fly
SMCI lol the market hates this stock and rightfully so.
SMCI has to be the biggest piece of shit stock on the market.
**BanBet Lost** — /u/politicalinvestor (0W - 1L, 0%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **SMCI** ▲ | $38.47 → $46.00 | +19.6% | 2w | Lost |
market cannot go red - ever.... Should've bought SMCI scam, all in ASTS... too easy... buy any dip
SMCI calls just got me out of debt
SMCI to 50 this week