Reddit Posts
Nvidia ($NVDA) without Huang: what the filing says, what two analysts argued, and how big the move really was
Jensen Huang's shock reverberates across the market. Super Micro (SMCI) stock falls 12% as a DOJ probe eyes Alice Huang links.
Supermicro quadrupled revenue to $19.9bn and earned $1.6bn last quarter. Cash from operations was still negative (−$434m), and the full-year guide implies smaller quarters in the second half
Stocks UP pre-market after Democrats sweep Congress in repudiation of Trump
I know there’s no crying at the casino but damn this hurts
Musk and SMCI Just Dropped a Huge AI Demand Signal No One's Talking About
$NVDA Vera could turn Nvidia into a ~$60B server CPU business by 2028 overtaking $AMD and $INTC as early as next year.
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
Mentions
how much gross profit would make you happy? they have 1.5billion in profit per quarter now, and is growing. even if you assume it will be stable onwards, that makes 6billion usd a year --minimum. 20/6 = 3.5 years ROI. that is a crazy number. like if you buy the entire SMCI company now, you make your money back in less than 4 years. what a joke.
SMCI’s issues were the first canary in the coal mine but people chose to ignore them and the bubble grew. NVDA’s CEO has been exposed as a serial cheater (confirmed) and a potential unwitting agent to a Chinese plot (unconfirmed but likely). Remember, people who are unethical in one aspect of their life typically are unethical in multiple areas. I know many here have thousands tied up in NVDA’s success, but blind ignorance to what’s going on will cost them big. You can date a stock…but never marry it!
Yes SMCI keeps doing shit and no one cares.
oh yeah jensen got played like a total noob , as a person who followed SMCI case a year ago it was pretty obvious. Nvidia had to know what was going on and his relationship with charles is very toxic ( charles got exclusive nvidia deal , but he bent whole company for jensen)
How fucked is SMCI?
My SMCI calls are so fucked :dance: :dance: :dance:
Neither. SMCI was too close to Jensen, deeply involved in MegaSpeed and other such companies. BABA their open weight model are good cloud growing but not profitable. Still leaning on the China retails which is in good trend due to week consumption in China.
SMCI is a dumpster fire of a stock. Down 77% from its all time high. They’ve shown themselves to be an accounting and corporate governance shitshow. If you want to gamble on swing trades fine, but investing, well, that’s an entirely different gamble.
For SMCI if you understand how much they need to borrow in order to get the revenue And how razor thin their margin is You will know One shit deal can destroy them That's why they look so cheap
electric boogaloo. the $SMCI has never truly recovered. constantly whip saws. and go figure it went down with this same story. cause they know they were in the megaspeed trap too
i also think people are seriously underestimating $NVDA bear case. I think it could go sub 100 easy. $SMCI exec got the cuffs for smuggling to mega speed. $NVDA could be a criminal company :ahyes:
For a 1-3 year hold, I'd lean BABA: SMCI's low P/E sits beside the margin, cash-flow, and working-capital risks you already flagged.
I understand SMCI has been under scrutiny for a few different reasons over the past few years, but their current valuation is still crazy to me. $20b MC and their doing $80b in revenue
What the fuck dude? How about neither. SMCI is sketchy as hell from potential fraud to illegal trade to the shit going on with NVDA... I wouldn't touch this trap with a stick... BABA like all Chinese stocks are fake paper. You own nothing, know nothing, and have no recourse. Neither are worth the risk when there are easily better options all over the place...
Lowkey need CRWV 60 and SMCI 30 next week or it’s over
If you're considering buying SMCI, please don't. Despite the earnings beat, PE ratio, etc; it's bound to go under $25.
Just wanted to add this for your confluence: [https://www.reuters.com/business/ai-stay-dominant-force-behind-us-business-investment-2027-goldman-says-2026-11-12/](https://www.reuters.com/business/ai-stay-dominant-force-behind-us-business-investment-2027-goldman-says-2026-11-12/) GS says another 1.4 TRILLION in global AI spending next year. I added to core positions in NVDA at 10.3 FPE and SMCI at a 3.8 FPE NFY.
What happens to SMCI now that his bff Jensen is out of the picture? Will they finally rip?
Hate or love it, you have to be buying SMCI here.
SMCI execs were the warning shot. Feds not fucking around anymore
What everyone is missing is the Democrats prob. Trump and his administration definitely was into it all. Chips were sold and eventually tariffed. If Rubio knew early of possible chinese links it was ignored. Basically Nvidia can get drug through the ringer like SMCI did. I honestly think this is why they now say well she's probably not a spy. Plus Jensen managed to get vendors to buy his chips by financing the companies to enable the buy. This is the problem and with him gone these deals may go away.
SMCI really can't stop smuggling. It's practically a company policy at this point haha
There was investigative analyst for a fund. I know that called around to a plethora of resellers who said they had each 100 and B2 hundred in bulk at a discount, as many as they would like. They said the only copy is that they would be coming with a Dell logo on them…. If u look at inventory of DELL, HPE, SMCI it is through the roof
The fact that you're being downvoted only gives me more confidence, I agree and will be buying some. If the AI bubble pop, SMCI has less downside; if it continues, SMCI has more upside.
SMCI needs to get rid of Charles and let their new CFO take charge. He sounded smart on the last earnings call
Super Micro (SMCI) said it "sold the identified servers in compliance with all applicable U.S. export and re-export control laws," adding that it didn't sell Nvidia (NVDA) chips to any company tied to the Shanghai data center.
SMCI to $0 now the the plug got axed
How's that SMCI position working out?
SMCI cooked the book so many time that it's a charcoal. How that company keep managing surviving despite repeated scandal is a miracle in it self.
I guarantee that this investigation into NVDA will pull shit up about SMCI again… unless of course they look the other way “They’re a totally legit subsidiary I swear Mr government”
Selling CSPs tomorrow on SMCI and FPS.
Alice Huang’s Megaspeed has never been a customer of SMCI so I’m not sure how they are involved at all
Yeah, reminds me of what has happened with SMCI and their legal troubles.
SMCI is not held up by NVIDIA. They produce products that use AMD and other companies!
Sell CSPs on SMCI. $24-25 is solid; despite the constant fraud claims.
SMCI is always a buy in the 20's; but unfortunately, they can't get past fraud claims. If Charles resigned tomorrow, the stock would be $50 overnight.
SMCI market cap equal to its next year quarterly revenue. Unless books are cooked it’s an insane buy?
I thought SMCI got the investor shaft. NVIDIA is 1000 times worse. It makes SMCI an angel
SMCI engaged in fraud? Shocked! Shocked, I tell ya!
Jensen should go to SMCI imagine what he can do
Nice, Alice Huang also getting probed by prosecutors; Uncle Sam wants the low down on SMCI.
Alice huang spying on both NVDA and SMCI should be considered an invasion of Taiwan by China atp.
SMCI denies MEGASPEED as a customer. Let’s get back to pumping
Fuck yup. Bought SMCI at 26 earlier
He is joining SMCI, let's go....
the fact that Jensen is Out... mean this shiet is bad and NVDA may frame him as a sacrificial lamb when the FED jump in their assets for illegaly selling tech to Chineses Companies, they can say it was Jenses "that lusty bastard did it all". like SMCI blame one the co-founders for the same shiet
Ladies and gentlemen black friday is on load on everything you can before the next rally, my picks are GLASS, NVDA, SMCI
Puts on $SMCI after DOJ probe into faking $NVDA purchases?
I'm shorting the market atm.. but the moment SMCI gets around 24 I'm going all in again with 1 year leap
I am now fully convinced that I alone control the stock market (SMCI is the only Ai stock I own at the moment)
How many times can SMCI get caught smuggling and still feign negligence? Lol.
Yes allegations, you know what those are? People looking into the possible ties in this whole mess. Allegations. Not accusations. Allegations, you know the word I used all that time. Yes related to SMCI in this nvda mess, just like the articles say. Separate inquiries. Sounds like youre interested in arguying and dont really care about reading first. Lets go back slowly. I said the smci that are known to cook the books and now under new allegations. Did smci get caught cooking the books or not? Yes (it was a while back doesnt erase that it happened and its not that long ago, unless you have the attention span of the avg tiktok user) Did SMCI fall on new allegations ? Well it seems like you can find dozens of article saying they did. Now allegations are allegations, which is the word I used because thats what they are and thats what the sources are saying. Just go argue with your inflated ego at this point.
SMCI this year gave super nano returns
Supermicro, Nvidia Reportedly Face DOJ Scrutiny In Separate Inquiries — SMCI Stock Plunges You denied and I have already provided 2 articles saying it. Smci got caught for cooking their books in the past, you denied and then admited it was a while ago, like it meant it didnt happen. And you deny there were new allegations against them, which you can fact check in a few seconds with multiple articles talking about it. What else do you want exactly?
SMCI helped smuggle NVDA chips to China. they are gonna get rekt
yo guys don't listen to me because I'm just a guy that makes a shitload of money trading, but SMCI is a great opportunity rn
I've diversified by investing in NVDA and SMCI
I only trade 50 shares at a time with SMCI. Makes me a little pocket money occasionally
Why the fuck is SMCI getting punished for this lol
The SMCI that is known to cook the books?
SMCI market cap is 18b while its quarterly revenue is 20b. Let that sink in
SMCI dropped almost 13% today on news that feds are looking into their books alongside NVDAs, meanwhile NVDA dropped 5% on the same news coupled with their CEO having yet another affair and being fired rofl.
NVDA investigation has barely started. SMCI is already suffering from it. NVDA has way more downside before it's over.
Nvidia the new SMCI I'm dead
Sold some CSPs on SMCI. No problem holding anything under $24. This too shall pass within the next quarter.
SMCI is always running some scam. I respect their hustle.
SMCI going down with NVDA. GOOGL the only clean A.I. chip maker
Everyone knew about SMCI already lmao, nothing's gonna happen especially with this DOJ
should I hold SMCI or cut my losses do you think?
I bought SMCI, down 12% today, I'm cooked.
SMCI getting fucked in the asshole LMAO 🤣 🤌
Singapore reports limited U.S. assistance in its Megaspeed probe involving Super Micro Computer, which is suspected of helping bypass U.S. export curbs on advanced technology to China SMCI Here we go again lmao
did SMCI also lose their CEO today? seems like the most obvious swing trade in all of the AI bullshit going on
**BanBet Won** — /u/ArkanenCastle (13W - 5L, 72%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **SMCI** ▼ | $26.70 → $25.90 | -3.0% | 9m | Won |
**BanBet Created** ▼ | **Record:** 12W - 5L | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **SMCI** | $25.90 (below) | $26.70 | -3.0% | Tue 11:48 AM ET |
lol, can't believe that timing. Got SMCI calls just before the news of some Singapore probe about them circumventing the China chip ban. Down 35 % in less than a minute. FFS.
who doesn't care what chips go into their book-cooking rack servers? SMCI
SMCI getting probed? Makes sense. They did have that investigation not too long ago. Sketchy space at the moment
So Jensen had $7 billion in chips flow into China. This is much bigger than everyone thinks. Shit, they went after SMCI and these guys are 100s of times worse!
why is SMCI priced like it's about to create cancer. sell off seems a little excessive to me.........
Nvda showing all signs of SMCI early days. There’s a lot to come
If any other company is involved - and SMCI is - this can get swooped up into a RICO situation very quickly
ugh SMCI is tempting me...
god bless the SMCI bulls
Seeing CRWV, SMCI and Nebius tank shows how many companies Jensen was CEO of 😂
Wait till SMCI/NVIDIA collusion comes out
i was so close to loading up on SMCI yesterday, oof