SMCI
Super Micro Computer Inc
Mentions (24Hr)
407.69% Today
Reddit Posts
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
$ 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
Mentions
AMD ANET SMCI still green
SMCI beat, but as usual selling off 🤣
Yeah SMCI is the only company that does that, Entire AI circlejerk is full of cooked books. SMCI was just stupid enough to get caught.
SMCI is truly a cursed company. Whenever it is not in any scandal, entire government is changing to kill it
SMCI needs to raise a ton of money to be able to buy those GPUs, expect an ATM or convertibles if stocks sniffs $40 in next few weeks...
0… I went full on degen thinking that sentiment today would still be bearish. Then I thought it would recover. It didn’t. Though to be fair, I caught a 10% move buying shares of SMCI… just gotta do that 10 more times to get back to where I started today 😂
Just as I expected, SMCI does me dirty. 💯🫡🤨
I bought $10k worth of SMCI puts before close. 💯🫡🤨
SMCI about to go crazy at opening. Have fun kids
SMCI is up 10% in after hours trading.
SMCI pamp can't even get back to week ago
SMCI back to yesterday's high. It'll be shorted to death again, starting tomorrow.
AMD SMCI NVTS ANET all pumping on earning . Semi and memory gang are back .
it’s ok AMD and SMCI saving the universe rn
SMCI UP A BILLY on earnings 😂😂 18 billy revenue
IMAGINE ITS THE YEAR 2030 and SMCI is trading at 600$ and you slept on it at 30$
Lmao brother, my portfolio rn SMCI Calls and NVTS calls 📞 much luv ❤️
The consolation is that I have SMCI, COHR, and AAOI calls alongside my AMD puts. I’ll never get rich bro
Well again the worthless analysts don’t rate SMCI as well as AMD which is 100x earnings after producing no better then SMCI on earnings. In fact less then SMCI!
Nah but Imma squeeze my duck to SMCI
SMCI undervalue right? 80b revenue 20b market cap
you’re mixing up gross margin and net margin. [SMCI’s release](https://ir.supermicro.com/news/news-details/2026/Supermicro-Announces-First-Quarter-of-Fiscal-Year-2027-Financial-Results/default.aspx) shows: * gross margin this quarter: 12.7% * net margin this quarter: $1.594b ÷ $19.946b = 8.0% * net margin over the last four quarters: $3.656b ÷ $53.991b = 6.8% my comparison used trailing net margins for every company. gross margin is before operating expenses, interest and taxes. cheap valuation is a separate argument, but 12.5% isn’t its net margin.
I came in here to make fun of SMCI holders when it reversed then I missed the 2nd reversal 😂
Doesn’t that say it all? Nothing better then SMCI
SMCI leaps here can make some good monies
ANET AMD and SMCI all doing the same thing the algos don't gaf about each of their reports
from my quant (Codex) # [$AMD](https://ir.amd.com/news-events/press-releases/detail/1303/amd-reports-third-quarter-2026-financial-results): market cap $860.33b revenue: $13.38b, +45% yoy (2.1% beat) net income: $2.43b, +95% yoy ttm revenue: $45.44b, ttm net income: $7.62b p/s: 18.9x, p/e: 112.9x, net margin: 16.8% initial reaction: +8.9% # [$ANET](https://investors.arista.com/Communications/Press-Releases-and-Events/Press-Release-Detail/2026/Arista-Networks-Inc--Reports-Third-Quarter-2026-Financial-Results/default.aspx): market cap $232.70b revenue: $3.66b, +58% yoy (9.7% beat) net income: $1.56b, +83% yoy ttm revenue: $11.89b, ttm net income: $4.75b p/s: 19.6x, p/e: 49.0x, net margin: 40.0% initial reaction: +8.6% # [$SMCI](https://ir.supermicro.com/news/news-details/2026/Supermicro-Announces-First-Quarter-of-Fiscal-Year-2027-Financial-Results/default.aspx): market cap $22.39b revenue: $19.95b, +298% yoy (13.8% beat) net income: $1.59b, +847% yoy ttm revenue: $53.99b, ttm net income: $3.66b p/s: 0.4x, p/e: 6.1x, net margin: 6.8% initial reaction: +8.6%
15 million in volume SMCI AFTWR HOURS SOMEBODY KNOWS SOMETHING
AMD, SMCI, ANET all beats, savior of AI
Big money in SMCI LOOK AT THE VOLUME
SMCI GONNA SQUEEZE 20% shorts and climbing
SMCI looks hella cheap fr doe, if they made so much damn money and even thier outlook looks hella strong
SMCI is just wild - the stock market is pricing it like it’s literally going to go bankrupt. This company will cashflow its entire share price by 2029 at this rate assuming no growth or decline. The margins keep going up too because customers are buying their support services as they install all these servers.
Big shoutout to whoever said buy SMCI before earnings. Nice little swing to make up for my losses today.
SMCI 600$ end of the week Big news tonight
No one is squeezing SMCI bro 😂😂
If you annualized SMCI’s earnings, they have a PE of 3.90 and are growing over 100% revenue. This is just wild.
Let’s compare! AMD earnings $3.92 with a price over $500 a share. SMCI will earn in the $6 range by 2027 and sits at $34?
Someone just bought 1,000,000 in SMCI 120$ calls expiring Friday
SMCI SUPER SQUEEZE 20% short interest
#Why do people even trust SMCI's earnings? Weren't they exposed for fraud earlier LMAO🤌
AMD, SMCI negative by open.
I don’t understand how SMCI is up but AMD is down. Does the market know what is inside their servers?
Nice try SMCI. You get down from there!
SMCI is bullish for Chinese spies.
SMCI: I finally saved the stock market.
SMCI better stay above its 200 SMA or it's night night despite the beat.
If SMCI fucked that hard, AMD had to have crushed it
MOON SMCI MOON :nana: :money: :money: :money: :money:
There is a secret sub about SMCI 🤫
Die SMCI die!! 💯🤨🫡
SMCI that sweet CCP money flowing
SMCI smashing it outta the park
SMCI GONNA BE 600$ end of week with what is about to go down
SMCI boinked earnings sheeeeeeesh
Fuck I thought SMCI was gonna be GOOG part 2. 💯🫡🤨
Tomorrow morning at 929a: SMCI under investigation by the FBI.
I bought $10k worth of SMCI puts before close. 💯🫡🤨
My SMCI puts are fully cooked. 💯🫡🤨
SMCI beats earnings analysts expected $1.31 they beat with $1.81. At this pace $6 a share earnings for the year is a blowout number
SMCI creative accounting 101, bears fool me once shame on me fool me twice fool me for the 20th time i'll be right one of these days (shaking his old wrinkely hand)!
Volume on SMCI building someone knows what’s up
SMCI CALLS is like clockwork, immediately close tomorrow and buy puts.
lol SMCI finally going to reprice from forward single digits to Dell 30? This is a $100-120 stock trading at $30.
people still care about SMCI?
I've never seen SMCI above $40 lol
Well earnings for SMCI is coming out. Stock is jumping
SMCI GONNA BE 35% squeeze
SMCI 2nd move is the right move
SMCI literally beats every time it’s free money
You all sleeping on SMCI
Opened Today November 3rd - Calls: ALAB • SMCI • Q • SWKS - Puts: SEDG • DDOG Disclaimer: if you have a gamboling problem, there's a number somewhere you can call for moral support, so I heard...
SMCI 16% short hmmmmm I smell freshly squeezed lemons
Im long SMCI & SOXL and shorting AMD
Time to load up on SMCI puts. The AI bubble has popped.
AMD and SMCI puts for free money boys
SMCI is a great way to lose money today
selling SMCI puts. should be easy money
guys, how should I play SMCI earnings?
SMCI calls NVTS puts Am i cooked chat?
got both sides of this today. $MARA reports today and my Nov 13 $8 put is deep in the money, that one is on expiry's clock now, ten days and it decides. $SMCI also reports today but my put is Mar 2027 $27, totally different clock, one print barely matters when you have that much time left. same strategy, different contracts do not get managed the same
https://preview.redd.it/eeyxwne8cgzh1.jpeg?width=1163&format=pjpg&auto=webp&s=4f90b66aade978d5d47fadd970f34ec55a136abb 700k full port for SMCI ER 🚀
RIP to ALAB, NVTS, SMCI, ANET and AMD. Funeral services will be held tomorrow for these companies In the back of the Wendy's in south side Chicago.
Just buy DELL puts. AMD and SMCI will shit the bed but DELL will take massive hit as well. Their 10/16 and 10/30 options went 100-200x. Go check the history. I paper handed a $4k -> $135k potential win with $450p last week. Won't happen again
SMCI definite doesn't have any more accounting fraud, nope, nothing sketchy there. Very reputable company, don't look into it's history... Also don't look into their books.
SMCI sub would collectively lose their minds. I’m in 🤣
i hope someone in SMCI call asks "Why is your stock so low" - Bag holder since 24'
Thinking that AMD and SMCI have good earnings and INTC benefits from thr market push up and recovers some of its heavy losses. Thinking 65c for this week for INTC.