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
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
https://old.reddit.com/r/wallstreetbets/comments/1bw9c8l/goldman_sachs_and_morgan_knowingly_offering_scams/ https://www.reddit.com/r/wallstreetbets/comments/1fcxevz/coreweave_the_scam_that_is_inflating_smci_and/ I used to be in this field wrote about AMD probably 8 years ago and was buying that stock at $1.80 https://np.reddit.com/r/AMD_Stock/comments/9v1n6f/amazon_web_services_aws_pricing_amd_vs_intel/e994dka/ 4/5 years ago when NVDA was under $30 (split price) I said they really have no peer in this space and it will probably be the biggest company in the world. https://np.reddit.com/r/wallstreetbets/comments/qw9glx/im_surprised_there_isnt_more_nvda_talk_before/ You can back date when I wrote about AMD but I was buying AMD at $1.80 even before I wrote that 7 years ago. I said SMCI was scam and shorted it when it was over $1000 I wrote about NVDA being possibly the most valuable company in the world in 2021. I wrote about CRWV being a scam and it looks like that’ll pan out in the next year or so. I mean if only working a few years after college and being retired in my 30s by not correctly valuing stocks I think you’re a DF and about to be in world of hurt.
!banbet $SMCI 100 95d
You're thinking correctly. AI infrastructure (datacenters, power, cooling) is the right play vs chasing model companies. **Your thesis is solid:** \- Datacenter compute demand = 10-20 year tailwind \- Cooling is critical (40MW racks generate insane heat) \- Every watt matters (power costs are 40%+ of datacenter opex) **Specific stocks in your focus areas (under $200):** **Datacenter Power & Services:** \- **VST** (Vistra, \~$120) - Power generation for datacenters \- **NEE** (NextEra, \~$70) - Renewable energy + datacenter power **Cooling:** \- **VRT** (Vertiv, \~$130) - 60% market share in high-density cooling \- **CARR** (Carrier, \~$80) - Datacenter HVAC systems **Compute Infrastructure:** \- **SMCI** (Super Micro, \~$45) - Server infrastructure (volatile but pure play) **One layer you're missing: Networking** \- **AVGO** (Broadcom, \~$170) - Custom AI networking chips \- AI clusters need 800Gbps interconnects. AVGO dominates this. **Space datacenters:** Too early (10+ years out). Stick to terrestrial infrastructure for now. **My take:** You're early and right. Elite funds are loading power/cooling plays while retail chases NVDA. Check recent 13F filings—CEG, VRT, VST all showing up. Focus on infrastructure. Let others fight over who builds the best AI model. Not financial advice. Just confirming you're on the right track.
Right but the thing people are missing is that companies like Coreweave aren’t on the hook if the GPU fails after 2 years, nor are they at risk of the cost per a gpu going down. They sign 5-6 year contracts with a company like Meta that has a locked in price, so it’s totally fine to report the cost of providing that contract over the 5-6 years. If a GPU does fail, they send it back to their supplier, not NVIDIA but instead Dell or SMCI who then works with NVIDIa to get a new GPU to replace it. So there is no accounting mishap here or anything funky going on.
>**NVIDIA** is moving in the direction of directly supplying standardized L10 compute trays starting from the VR200 generation. If this happens, what would it mean for SMCI's future?
SMCI said customers were delaying deliveries recently. That worries me about NVDA. Could there be a delay?
It’s in the growth stage lol. You think SMCI is a good buy despite terrible margins and literal history of fraud and lies. Make it make sense. You’ve been commenting on NBIS every day a million times…you gotta relax. Plenty of companies are not operating at a profit at the start. Amazon is the best example of this.
Does anybody else follow $SMCI?
Any advice guys…I only started investing 3 months ago so a lot of stuff I’ve bought is at high prices. Should I continue trying to lower my prices with these dips? Or just ride it out for now… In particular stocks like ALAB, SMCI, META, HOOD, RR. I just don’t know if I want to put more money into solo stocks instead of more into my all world ETF.
SMCI execs taking notes
SMCI execs taking notes
Same, SMCI is solid at $30
Buying around these entry prices: WRD $7 OSCR $12 GTLB $39 SMCI $30
(continued) *Now, it’s got to have a place to run and thus* ***the symbiotic relationship to Supermicro (SMCI) and Nvidia (NVDA)*** **Blackwell’s** performance comes with **extreme heat output.** A single B200 GPU can exceed **1000 watts of thermal load.** A GB200 Superchip (GPU + CPU interposer) can hit **1500 watts**. So, the regular cooling applied to any system would not manage the processing of the GPUs resulting in problems. **SMCI, builds complete liquid cooled AI Clusters specifically optimized for, NVIDIA** Blackwell GPUs and High-density rack deployment. Thus, maximizing thermal efficiency and maximizing performance cycles which enable hot-aisle containment and rapid coolant loop extraction. **For not tech types it means it runs very, very fast** and can only do so because of **SMCI.** **SMCI’s** patented liquid cooling enables companies using Nvidia, **(like Tesla, Meta, Open AI and others**) to maintain higher sustained GPU Clock speeds, with lower power consumption which means lower costs. SMCI also **enables companies to pack more GPUs per sack, providing better reliability with reduced failure.** ***And why does all this matter for Artificial Intelligence?*** *Because* ***AI datacenters*** *want to pack the* ***most GPUs*** *it can per square foot and* ***SMCI’s liquid cooling*** *allows for keeping a double and more compute density per square foot.* **And this is why** Nvidia and Supermicro is the “**megatrend pairing”** in Artificial Intelligence Infrastructure and, AI is used heavily in Defense, Medical, Industrial, Engineering, everywhere, and it is just getting bigger, faster, stronger, and better for the planet and the human race. So, get on the train or get out of the way for down into the valley and over the mountaintop, SMCI and Nvidia are moving the goal post.
*(continued)* *Now how does this tie into* ***SMCI and just as important NVDA.*** NVIDIA Blackwell (B100, B200, GB200) is the successor to Hopper (H100) and is currently t**he most powerful AI chip in the world**. **What does it have that others don’t have ?** **1. Double the performance of H100** * Massive increase in FP8, FP4, and tensor throughput * Better at training trillion-parameter models * Faster inference for LLMs like GPT-5/6 **2. Huge memory bandwidth** * Uses **HBM4 / HBM3e** (depending on configuration) * Critical for extremely large models that require rapid memory access. **3. NVLink 5 / NVSwitch** * Allow **thousands of GPUs** to share compute memory like a **single giant GPU.** * Perfect for hyperscale training (OpenAI, Meta, Tesla, etc.) *So, without the Blackwell,* ***TESLA, META and Open AI can fuhgeddaboudit. And top*** it off with being designed to be more energy efficient per FLOP and we have the winner.
Am not so much down as you but investing around 45K that is now 40K, YTD losses is around 5K as of now hoping it will go back up soon before the March 2026 crash which is historic during every new presidential term..i will safely invest in APLD, SMCI may be some rare earth stocks just split it between MP-USAR-CRML-UUUU for sure these will be worth near long term
SMCI selloff makes questionable sense - sure, it's possibly running on borrowed time as far as the AI market goes. But AI or no AI there will always be insatiable demand for generic white box rack servers to supply the datacenter compute refresh treadmill, and SMCI is king of that market. AI mania is just an extra layer or three of of icing on that cake.
LOL @ SMCI…. -36% in 30 days? Shit son…..where is your helmet?
well, Cats have been basically completely dominating bears. Bears typically posted the most, but cats are sedentary creatures who only prefer to post during happy times. My suggestions is to simply keep buying SMCI and AMPX at the above ask price. https://preview.redd.it/37mfxntpx11g1.png?width=247&format=png&auto=webp&s=0a0cf751005d4e7bfd7ed2661d7e8b96a9442af0
I bought some SMCI puts just because I swear that biz will dump until i sell shares regardless of the rest of the market and I really dont want to sell my shares at the price they are at.
Just a normal Thursday for SMCI gang
SMCI on its way back to 30 dollars a share
Almost that time again. Waiting for SMCI to drop below $30 and load up again.
SMCI and FIGMA - I will never get my money back right.. gotta wait like 10 years
Should I invest in the Inverse LETF of RGTI, IONQ, QBTS, MSTR, or SMCI?
Bought more ORCL and SMCI today. Time to recover. ORCL $300, SMCI $50
market sure is trading like the AI Data Centre Capex boom is being questioned hard. Bearish patterns all over the NVDA IREN NBIS SMCI type stocks.
SMCI to 60 3w ago before it shidded itself with the macro
He doesn't do alerts. He does more in depth due diligence, though, if you want those details there is a pay for substack he has where he lays out his reasoning and research in depth. He has baskets of themes of stocks. But, generally, if you pay close enough attention to his public X account, you'll get some of his better picks mentioned, maybe a little later than the ideal entry, but his plays still leave a lot of time to develop and run. Most of his plays are things he's more likely to stay in for at least 2 years. He's not pump and dump alerts guy, he actually picks stocks likely to perform well in the coming year or two. His general rule is if a stock has 10x'd, he sells most of his position due to concentration risk. He did that with $SMCI and it still ran to quite a bit higher, but ultimately it still turned out to be a pretty decent exit considering what it did later... I think anyone should be happy with something that ends up being a 10 bagger in just 2 years, sell out and don't look back. And yet my dumbass keeps thinking I'll eventually master SPX 0DTEs...
Coreweave is the next SMCI. I think the actual numbers might look even worse in reality without the accounting magic.
$SMCI for the love of god stop going down!
SMCI the worst performing ai chip stock out there. Killing my port
SMCI is the most undervalued stock in the market right bow
SMCI back under $40. I'll buy again at $28-30.
https://preview.redd.it/gm5hv1msgl0g1.jpeg?width=1080&format=pjpg&auto=webp&s=5a26289d2e794769e86a37bd1ffebc4517671cec Recently on SMCI
Most will agree Dell is 10x better than SMCI at its current price point and future potential.
Coreweave and SMCI are absolutlkety fucking me rn
Hey guys hahaah good thing I didn't sell my SMCI calls when they were up 90% - great thing I fucking diamond handed them until worthless FUCK
SMCI looks good at this price
Biggest tickers this week: MRVL, CIFR, BETR, OPEN, SMCI.