Reddit Posts
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
Imagine losing in 4 super up days. Fuck you $SMCI and $MSTR
Just ten more percent in a day and a half, SMCI, and I have something to be thankful for
Hi, Long time investor here, I can tell you that even if you research the SHI\* out of a stock , things can go to shit , markets turn , somebody puts a 200% tariff on a part needed for assembly . I agree with the gentleman that pointed out "Your exposure to speculative names is too high" I would have to agree. I don't do airlines either or cruise lines or Banks I try to have a base first , like some etf's of the S&P 500 , VOO, VOOG, etc. I have a good foundation of these , and have my little 5% or 10% speculation money, recently picked up SMCI , already has a 25% return. And for real speculation , IONQ , and SMR , A couple of other more targeted ETF's are MGK , basically the MGK, the [Vanguard Mega Cap Growth ETF](https://investor.vanguard.com/investment-products/etfs/profile/mgk), holds **66 stocks** as of September 30, 2025. Its holdings are concentrated in U.S. megacap growth stocks, with a significant portion in the technology sector, and its top holdings include NVIDIA, Apple, and Microsoft. Or you can do more tech XLK is good for that .... Or the ETF MAGS the magnificent 7 , only those 7 stocks ... QQQ for tech as well , or if you are going to hold for a long time QQQM , lower fee's I also have individual stocks like Amazon, GOOGLE, APPLE, By using targeted ETF's I have been able to beat the S&P500 for the last 7 years or so.... So far this year , I have had returns of 38.27% YTD (mostly stocks) and another account (mostly ETF's) 15.76% YTD . Another one that's 16.51% YTD . The S&P500 as of today YTD 15.29 % Good Luck and Have a good day (:
Server to server the end is really the same. Honestly performance wise, it’s the normal cou, ram, storage and then gps or not. I absolutely hate SMCI rails for racking, Dell honestly out of all of them got this overlooked part right Most SMCI stuff I work with is from other vendors slapping their brand on SMCI equipment
SMCI isn’t a good company or do they make quality products
I’m just saying hold a Dell 1u or 2u server and hold a SMCI 1u or 2u. Servers are servers, SMCI has price going for them compared to Dell or HPE (fuck HPE)
Eh SMCI equipment doesn’t scream quality when you handle it. It runs great and once in a rack who cares how flimsy it is
SMCI what a garbage stock. Sure good company, quality products, but what does that matter when your stock is still suffering because "accounting issues" from over a year ago
SMCI is an obvious buy right now
Best time to buy NVIDIA it’s a steal at $178. This baby will be $650 by 2027! Another is SMCI at a steal at $32.50 this will break $200 by 2027
Thanks. I need to look at what expectations were. This may mean SMCI is reclaiming American market share. Need to look.
and.. in that case, why not buy $SMCI, a $20B market cap company with $22B annual revenue?
Wrap it up boy we’ve investigated ourselves and everything is good. Reminds me the SMCI statement 1 hour before being delisted again from the stock market for fake numbers They’re sounding so desperate it’s cringe. If you’re desperate just shut up
Seems the sentiment is getting on positive on SMCI in this chat. Can anyone enlighten me why?
https://www.reddit.com/r/wallstreetbets/comments/1fcxevz/coreweave_the_scam_that_is_inflating_smci_and/ https://old.reddit.com/r/wallstreetbets/comments/1bw9c8l/goldman_sachs_and_morgan_knowingly_offering_scams/ I wrote about this over a year ago before the popular circular accounting was noted and probably 19 months ago about NVDA and SMCI doing similar things before Hindenburg gave their report. If a stupid Joe like me can see this years ahead I can only imagine analysts, CEOs, CFO knew this and went along. Even said CRWV would pump for a year before leaving retail holding bags, even got some smartass comments when CRWV hit $185 but that’s how I said it would play out.
I too bought AMD and SMCI today (long dated calls).
I bought the NVDA, AMD, and SMCI dip. Taiwaneese tech is going to run hot towards end of the year! 😉
Nice to see nice to see. NBIS stock owners constantly come to r/SMCIDiscussion to hound us about how good their stock is. Now we’re all REGARDS. How’s it feel to be trapped on the same island as the SMCI baboons?
Why is SMCI stronger than its supplier and customer?
Just a matter of time before the accountants quit like they did at SMCI
Anyone watching SMCI...i know they are a bunch of scammers but holy shit is it ever oversold..could get a nice bounce soon
Historical bubbles tend to form because the main players in the disruptive technology get so over bought and over extended that investors start pouring money into secondary and tertiary related companies that are only remotely tied to the original disruptive tech. A great example of this is in AI, you have the main players, Nvidia, Google, Meta, Microsoft then you’ve got secondary players like server providers like Dell and SMCI, then tertiary players like data center builders, and now companies trying to say they are going to power these data centers. When people start pouring money into anything even remotely related to the original disruptive tech, especially if these companies are just talk and no revenue, you have a bubble.
Please, my children are starving and they only eat SMCI prices over $36
I think SMCI has delayed their earnings because the numbers haven't been audited yet. The result was as expected. The stock crashed 50% in a day
liquid cooling solutions is the need of the hour and SMCI will rise to stratosphere
That makes perfect sense to me. Hence I've decided to lean into the madness with some SMCI calls
Project Genesis to pump SMCI?
You are I’ve been invested in Both SMCI and Dell SMCI lets me down 80% of the time while Dell always saves my ass Dell set to moon
Plenty of garbage out there that has been taken out behind the woodshed. APLD, SMCI, ANET, SHOP, and on and on.
SMCI said delivered had been delayed. I don't even know how much Dell makes off AI boxes because they want to sell expensive crap. Nobody cares if my server comes with a cable management arm and expensive faceplate. This is why hosters buy Supermicro and not Dell "whiteboxes". Dell just isn't competitive enough. The Windows 10 migration should be mostly over. Only the stupid laggards are going to be buying after the last minute. I feel like it could dump some more. I just don't think it's done. Please tell me I'm wrong.
>What stops the company just not give a very optimistic view of their own future and forecast way above their actual understanding of their future quarter? This would have no benefit to the company. When they do not meet their inflated expectations, the stock will tumble, and company leadership will lose credibility. Institutional analysts dive deep into a company's books. If their estimates are unrealistic, it will be questioned. Or, institutions will decide not to invest at all if the company's own estimates are not reliable. SMCI is an example.
What's the move this week? I got Asts, RKLB, QBTS, SMCI calls that i am losing over 1000 each on need a move to get me out of this messy
Adding a reminder that you were going to buy SMCI leaps but you forgot
I was down $30k (60%) on SMCI and $20k (66%) on TSLA and was able to make my money back and then some after a few months.
SMCI from 58.68 to 30.87 in 1.5 months
SMCI back to April lows lmao
Plenty of opportunities to buy now/soon: AEVA $8-9 TDOC $6-7 SMCI <$30 FLY $17 (I like it here, they posted solid earnings) CRCL <$68 GTLB <$40 OSCR <$13 UNH <$300 INOD $40 Out of the MAG 7 - I’ll wait patiently for AMZN $200 (if it even gets there) to load up.
Target chipotle Carmax Home Depot the numbers are all there from every sector. The only one made up is OpenAI NVDA SMCI CRWV ORCL saying they are going to spend it get hundreds of billions and then every one craters after their made up numbers.
The SMCI subreddit is fun to troll.
I mean NVDA is cooking the books via SMCI CRWV etc
I would say SMCI but thiel would disagree and hes a billionaire
!banbet SMCI $32.3 1d
actually, I now have the feeling that SMCI's on a discount. It will eventually go back up to $50-$60
SMCI was over $36 this morning. what an absolute massacre
down $6,000 since halloween. still up $11,000 YTD current portfolio: 1) META 100 shares @ $666.20 with ~$4,000 collected in premiums so far 2) PYPL 129 shares @ $65.8 with ~ $203 collected in premiums 3) SMCI 400 shares @ $37 with ~ $418 collected in premiums 4) SNAP 300 shares @ $10.33 with $631 collected in premiums
if we all can just come together and agree to go all in on META, PYPL, SMCI, and SNAP, then i can unload my bags. LET’S DO THIS PEOPLE
There’s a ton of trash accounting going on look at companies like SMCI and CRWV ORCL etc faking numbers and every OpenAI CRWV announce with AMD, MSFT, AMZN, ORCL, NOK they pump 20%-40% in one day too fool retail and then backdate those days all these companies and well negative since any OpenAI CRWV announcement. SMCI been faking numbers for 8 years.
Like ORCL and SMCI it shouldn’t have been that high so it’s just a suckers play to trick retail
SMCI at lvls from last year’s fraud dump. Maybe we see single digits this time (I mean fair value)
SMCI down over 10% from pre-market
Full porting SMCI once it breaks 30
If the bubble has to burst, the safest bet is SMCI because they always cook their books
well not poor, but If it wasnt for crypto and SMCI, I'd be in a lot better shape
please use proceeds to help me out of my PYPL, META, SNAP, and SMCI bags
“Shovel sales continue to grow and guidance revised up” Gold diggers: Microsoft: *talking to their shovel trying to make it dig by itself* Google: *made its own drill instead of buying a shovel* Meta: *shoveling ocean water from in front of them to behind them* Palantir: *walking around mining camp threatening everyone with shovel* SMCI: *reselling shovel in China illegally* Dell: *bedazzling shovel* Amazon: *attaching shovel to workhorse* Why is no one trying to dig except maybe Google?
Alongside Nvidia, another prominent cloud-AI company's stock is on the rise — **SMCI** — a truly accountable company led by the greatest CEO who has never cooked any books in his entire life.
This only sends NVDA if the Saudis announce a binding, licensed supply deal with prepayments and near-term delivery; anything softer is just headline fluff and likely sell-the-news. Key checks tomorrow: 1) explicit US export-license path for top-bin GPUs, 2) wording like multi-year capacity reservation or prepay, 3) timelines tied to HBM and CoWoS packaging, not vague “partnership,” 4) networking choice (Ethernet = tailwind for ANET; pure InfiniBand = less so), 5) power buildout milestones (substations, transformers) that pull revenue into 2025–26, not 2027+. Positioning: lean call spreads into ER only if you hear prepay/capacity language; otherwise I’d fade IV with a tight iron condor and buy the dip later. Derivative plays with cleaner catalysts: VRT for cooling/power gear, ANET on Ethernet AI fabrics, PWR on grid work. Watch SMCI but mind export risk. I’ve used Snowflake and Databricks to track DC power and lead times, with DreamFactory to expose the same data via REST so finance and ops hit identical numbers. Bottom line: without export clarity and prepaid capacity, it’s a headline, not a catalyst.
Am i stupid for buying SMCI?
SMCI would tank while all other tech stocks rally
SMCI is the most undervalued AI stock
When I first started out I asked similar for SMCI when it did the split and thought it was a buy after a 90% drip. When you are new a reverse split is a very weird concept.
SMCI officially changing its name to Smuggled Mandarin Computer Inc so China can still get Nvidia chips
LUNR, SMCI bottom or nah?
lol how the fuck is SMCI green?
Everyone knows it’s a bubble and I’ve already derisked to now 30% equities and I’ve already lost a G Wagon a week. Luckily that’s still up from the beginning of the year but man I can’t imagine 18 months of this. Look at ORCL or SMCI cooking the numbers and until recently they were at their 52 week high and not it’s like 50% down in a few weeks
Man. And the worst part is you have to pay taxes on all the gains you made when you sold your NVDA and SMCI. You can write off $3000 of your losses on your taxes, but thats it for this year. So you probably have a $65,000 tax bill you have to pay at the end of this year.
It's ok to invest in high risk stocks but only with a very small portion of your net worth. If you went $40K into NVDA and SMCI and thats all the money you had, that was a mistake too. You just got very lucky. The good thing is that you are young (I presume) and you've learned and will never make the same mistake again. BTW, I am sitting on a large proportion of my wealth in treasuries and over last year I feel like a fool sometimes but I am conservative because I too have lost a lot of money in my early days investing on speculative plays.
I was in SMCI and NVDA in 2022 both were in the price range of $100 and $150 ish if you threw $40k into it you'd be up way more than $300k 3 months ago. I call bs. 😆
SMCI really shit the bed can;'t believe its back to 30's
Bought 50K in SMCI calls expiring in 6-16. Gonna buy 50 more if it keeps dropping
Many high flyers are down 15% since mid october. Broadcom, microsoft, meta etc. SMCI is down like 40%
All my mid/small caps are getting crushed. PYPL/VITL/SMCI all been getting WRECKED.
SMCI has its issue but I just went balls deep 50K in calls
This sounds...... ominous. But after buying back in to SMCI after selling for profit several months ago, this could also be a double win for me. Sigh..... I'm reminded why I refuse to use any new money when investing in individual stocks.
Great job, reminds me of the money I made playing SMCI last year
SMCI to sub 30 go go feed my puts
Let's be real, is SMCI dead?
Please go short on NVDA and SMCI right now
Buying list: Fiserv below 60$ SMCI below 35$ and Novo Nordisk below 40€. Real value plays
Can't wait to see SMCI below 30 if NVDA shits the bed. I'm loading the fuck up
So CIFR IREN NBIS SMCI COREWEAVE
SMCI would like to have a word.
The guaranteed money play is just to short SMCI anytime it goes above ~~$50, $45, $40~~, $35