Super Micro Computer Inc
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?
Here is my watch list: TTD, SMCI, OPRA, CELH, ARLO, TIO, ANET, AEHR, ACLS.. Whatca think?
I made 14k with SMCI with 120 shares 😁
How come nobody playing SMCI? The shit is up 140% in 3 months
My Crystal ball says this company called super micro SMCI but idk my Crystal ball is a little foggy🔮
The 3 that's carrying me right now is SMCI @ $57, TSLA @ $140 and QQQ @ $265 had NVDA @ 115 but sold early wish I'd held on to it on longer. Oh well.
I'm up 70% on SMCI right now due to the AI hype and I'm contemplating the same right now if I should pocket the gains. Lol
Appreciate it. SMCI mostly realized. SOFI I’ve realized some, going to see how the market opens tomorrow
I said that and bought SMCI puts on Tuesday and then it ran up for 3 more days lol. Maybe turning around, though
SMCI and GSIT continue to be phenomenal AI plays. I continue to recommend them as the next tech multibaggers even after their large run ups.
SMCI was an interesting play. They build advanced chips and parts for large data centers. Kinda went up with NVDA but I think it can still be a solid 2-5 year play on AI
SMCI puts look like the play today
I got GOOG and AMZN but still beating myself up for missing NVDA and selling out of SMCI before the huge rally
anyone in on SMCI bull run
daily reminder that I missed SMCI. up 125% in a month
Going long QCOM @ 113. Sitting on other unrealized gains in the AI hype bubble with NVDA and SMCI.
$SMCI - wished i picked up more shares :(
Nobody's talking about SMCI, it's been ripping higher than NVDA this month...
Forget NVDA , $SMCI is the way to go, still incredibly cheap.
SMCI continues to rip due to its AI partnership with NVDA and server sales to META. I’ve recommended it each week here since it was $88. Now it’s $227 with more room to grow.
AMD, NVDA, MSFT, aapl some?, ASML, MRVL, other stocks, SMCI and more. AMZN?
SMCI. But it has run up a lot, I don't know if I would enter here.
I see it capturing its 2 yr high of 580 sooner rather than later. After that. It will garner its share of the Trillions of AI disrupter Revenues. Its Pricey. But it belongs in a portfolio. I am not an advisor. I never yolo on anything. MRVL has a nice upside. I will be looking into SMCI. Its positioned to benefit too I believe.
might as well get a position in SMCI too while you’re at it. not too late
I checked the average historical performance of the NASDAQ over the years to see we had already ran 20% and we were only in May. Based on that I thought we hadn't much statistical upside left and since TQQQ is very punishing on the downside I just didn't felt like "playing" NVDA's earnings combined with the debt ceiling turmoil. I felt like the last run up we had recently was propped up by the AI craze and NVDA was leading the way. Turned out NVDA destroyed expectations and it made TQQQ run another 15% in two days. I was like,.. Well crap. Let's move on. I made a decent profit on my TQQQ. And I day traded SMCI Friday.
Same boat as you in NVDA. Bought at 115 hit mid 170 ish and started to lose a few days in a row and I panicked and sold at 165. I sold AMD as well the same day and took the profit wish I had stayed in just like you. My only saving grace is I bought SMCI which has now rocketed too
CEO says upgrade cycle could last 10 years..the major AI players are very profitable, limited number of IPOS..we are WAY FAR away from a bubble. There's a secret in Silicon Valley, which top VCs know..the computing stack changes EVERY 15 years (approx). [The New Stack](https://www.realcreativeagency.com/wp-content/uploads/Silicon-Valley-VC-Artificial-intelligence-Secret.jpg) VCs first invest in the chips (NVDA and SMCI). Then they invest in the operating system. There is [only one AI operating system](https://www.realcreativeagency.com/blog/verses-ai-artificial-intelligence-stock-with-biggest-potential/?reddit-wallstreet-bets), and they just announced a patent for it this past week. There will be LOTS of companies that USE AI to improve their business, but you want to focus on companies that OFFER AI to other companies.
There's a secret in Silicon Valley that every VC knows, the computing stack changes roughly every 15 years. You can see this in [this graphic](https://www.realcreativeagency.com/wp-content/uploads/Silicon-Valley-VC-Artificial-intelligence-Secret.jpg) The smart money invests in the chips and OS FIRST, then the applications. You're seeing NVDA and SMCI explode because they are the key chip players. Next, is the operating system...but there is only ONE artificial intelligence operating system KOSMOS from VERSES AI ([graphic](https://www.realcreativeagency.com/wp-content/uploads/Best-Way-To-Invest-In-Artificial-Intelligence.jpg)). ChatGPT Bard Facebook Amazon are running into a HUGE problem in the EU because they cannot audit the method for their content creation...it can be wrong and biased... There will need to be a standard protocol...and VERSES has it..it's called HSML (vs HTML)...it is being designed into the IEEE standard (they set the standard for worldwide functions..Wifi, electrical outlets, nuclear etc). While VRSSF is very risky, if their protocols become the standard, they would be the ONLY pure play in AI. Here is a [complete summary of the company and technology](https://www.realcreativeagency.com/blog/verses-ai-artificial-intelligence-stock-with-biggest-potential/?reddit-stock-comment).
Yep I'm not super uncomfortable buying SMCI right now like I am with some other semis
SMCI still has a P/E under 20 and a low market cap for tech. It’s the most likely “newly discovered” tech stock to run and keep running given how its two biggest clients are NVDA and META.
Don’t know if anyone follows this stock but SMCI has doubled in vale in less than a month![img](emote|t5_2th52|4271)
I would have been taking gains off the table for sure, what a wild turn of events I remeber when SMCI was trading at like 7x FWD pe
SMCI helping it out by mooning in a straight line lol
SMCI closed at 167 on Wed. Now 227 after 2 days of furious pumping after the NVDA earnings report. Still only $12 billion market cap. Yeah it's added $4bn over the past 2 days, but that's nothing compared to NVDA adding $250 billion.
When SMCI gets to $400-500, that's when AI will be a bubble. Still a long ways to go imo.
SMCI up another 8%..., just doesn't stop.
If AI continue to run, would SMCI be one of the best growth stocks to own (opinion)? Since META is buffing up their AI and NVIDIA is going off, I feel like SMCI is too good to be true.
This AI stock picking app I downloaded had SMCI as its top buy a week ago.
SMCI you beautiful bastard. Keep on running. Holding 500 shares CB 163. Won’t know if this run up is justified until we can see the next quarterly report. banking on demand for their hardware going parabolic as AI infrastructure is built out.
Everyone is sleeping on SMCI
Congrats I have 100 SMCI with a 56.3 avg still holding 60 enjoying the free ride
It did not take $SMCI nearly as long to shoot past $200 as I thought. Absolute fuckin monster stonk
SMCI (META/NVDA’s server supplier) is still the best AI play if you missed the boat on NVDA. If you took my initial recommendation 2+ months ago, you’d be up 115%.
Lol fuk I didn’t even write the ticker correctly. SMCI, not SCMI
BACK FROM MY BAN BET ![img](emote|t5_2th52|4641) HOLY FUK NVDA! I almost bought SMCI puts before close yesterday, the bell saved my ass! Got saved on meta 255p fds eod today almost blew account. Good ole double down on those mofos worked out. Gg nvda call holders as well
SMCI would have been a good get 2 months ago.
Haha I hear ya. I have KO and SCHD for the dividends. Just looking for some growth. SMCI is something I’m interested in as well
I predicted SMCI at $300 by next year. Looks like that estimate was extremely conservative. Will be $300 in two weeks at this rate.
Lmao look at $SMCI and tell me you don’t see tech is in for a bloody correction
AI bubble is starting. Look at the 5 Year chart of $SMCI. Looks tempting to short. Which means it will go to $800
I have this crazy feeling that SMCI is going to do over the next few years what AMD did over the past 5-10 years. I was fortunate to ride AMD from $5 to $50 (chickened out and sold all my shares a few years ago). SMCI at $11 billion market cap is basically in the same position now that AMD was back at $10-15. If the AI chips euphoria continues and drives heavy revenue to SMCI, that company can easily go up another 200-400% to become a $30-50 billion company.
SMCI is probably the true #2 to NVDA as far as AI in chips goes. Worth adding that to your follow lists for the next year or two. Up 100% in May alone to new all time highs today. They upped Q2 guidance by 50% in early May. $11 billion market cap, so if the AI euphoria gets completely out of hand, could see that stock go up another 100-200%.
Really wish I would have bought more ANET during that earnings dip. Also wish I didn't sell out my SMCI position, but being up 100%, profit is profit.
SMCI surfing the asymptote [https://i.imgur.com/KLwGrIS.png](https://i.imgur.com/KLwGrIS.png)
zero SMCI talk or gain porn. I learn nothing from this place. Just bad trading influence.
I can’t fucking believe I sold my 5/26 SMCI 190 call yesterday for $20. What are the odds of that increase?! Lost out on $1600
SMCI 250% in a year and pumping. Huge bubble stock too. ![img](emote|t5_2th52|30641)
SMCI going over $200 today? Still under a 10 bil market cap despite being NVDA and META’s server supplier and having a massive order queue from these companies. Outstanding earnings over the past two years.
I’ve noticed no one ever mentions $SMCI on here
Man do I regret trimming down my SMCI position.
Alright, instead of passing and moaning, shouldn't we be figuring out what tmros play is? AMD, SMCI, TSM all got sympathy bumps. What else will up with the AI balloon? PLTR? INTC?
PLTR SMCI NVDA the 2023 golden trio
Whoops, meant SMCI there obviously
Hype train. I hopped into: NVDA in the 290s, SMCI in the 160s. Fun stuff.
SMCI (NVDA’s server supplier) still rocketing up on the back of NVDA. Next tech multibagger.
Fuck man, I was even planning to buy calls today and I didn't SMCI 🚀
It's not shaping up to be a bad trade I guess, but personally, it's kind of wild to see something up like like 75% in like a month lol. I had a position in SMCI, but sold out of it just because I was up already like 100% lol.
AI is telling me to buy SMCI and Tesla.
SMCI overpriced get ready for a correction sometime this week along with NVDA
Hope y’all making some bank today. Trades here for today: * *$AUPH*: register rung. Still might be amble meat still on bone on possible acquisition someday * *$SMCI*: profits taken. What a monster run * *$XBI*: accumulating an even greater beneficial long position
Super Micro Computer (SMCI) continues to rip higher. Now that their supply chain backlog to NVDA and META is smoothed out, I see upwards of $300 a share by next summer.
Holy shit, SMCI has been ripping this month.
Just like whenever people downvote me for recommending NVDA’s server supplier, Super Micro Computer (SMCI), you need to realize that these are the same folks who will attempt to chase when its price is over $300. Sadly, many people only follow the bandwagon and can’t think for themselves.
>Also looking at other ways to play the semi conductor and AI craze. If you have any ideas let me know, so far I have liked SMCI/ANET and still looking for some more pick and shovel style semi plays. Hard to find any that have not run yet though...
I’m in the same position with SMCI. I’m going to sale some, since I always regret not taking some profit other times this has happened.
Another day of face melting gains for SMCI as the world continues to discover how vital it is for the AI boom.
I sold SMCI like 2 days before it jumped 30% if it makes you feel better lol
Totally, could be totally wrong on this, but I always correlate revenue growth more with PE rather than just the growth of the asset price. Usually a higher PE would represent a company in high growth mode. SMCI grew revenue 46% in 2022, but still only has that foward PE of 14.
SMCI was @ 100 just 2 weeks ago tff
Got stopped out on the other half of TIO @$4.00. First half I sold @$4.60. Basis @2.30 Bought 600 mores shares AMZN @$117 Bought 100 shares SMCI @162
SMCI and RMBS basically going parabolic
If you missed the NVDA boat I still recommend SMCI. If you checked it out two months ago when I first mentioned it you’d be up 70%.
I have a play for you: SMCI will surely tank as soon as I buy calls on it
I'm really bad at it lol. Like one my worst was CLFD. Had a 55 cost basis, watched it go up to like the 120's and never sold. I feel like anything over 50% is a solid gain. However, I really like SMCI as a long, so might just hold lol.
Man, SMCI started out at like 3% of my portfolio, and it’s self grown into 5% of my portfolio. Similar story with RYCEY. I need all the other stocks in there to watch and take notes.
SMCI.. 10 shares @ 100 and I thought I was buying the top... shoulda bought more
What is going in with SMCI? Stock is on crazy run but only has PE of 13
SMCI isn't even close to its industry average PE
U idiots don’t know it but SMCI will take over NVDA