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
me too but i have no cash to buy lol. i don't want to sell RIVN or SMCI yet
Hidenburg did a piece on them about a year ago before they shut their doors. I hate Hidenburg but they were right about SMCI.... so...
Best one year bet is SMCI as it will reach a $3 a share earnings by years end. This stock will top $120 by early next year
Just came back from the future, the year was 2069. SMCI was worth $32 with a PE of 0.01.
Yeah there is someone related to me here, dca 600 contracta 15k$ Call otm in SMCI to look them sideway slightly up then got f*ck up by decay
!banbet SMCI 35 1w
Why can't SMCI cook the books again to make it look like they are doing well, i just need a 100% pump to $60 and im out
but whatever you do be sure to stay the grok away from SMCI, a company with an almost monopolistic corner on the whitebox rack server market where much of that memory ends up installed.
SMCI in the corner watching SNDK getting all the love
I think SMCI and MU are undervalued...THERE I SAID IT!
Its loading. See you there. [SMCI](https://aimytrade.io/ticker/SMCI)
SMCI levels of numbercooking
After things like SMCI you'd think people would stop messing with fraudulent companies lol. Even if they somewhat recover as a business they'll trade at a lower multiple to comparable peers because investors just don't trust them.
SMCI is a volatility trap for anyone not playing spreads. The asymmetry here is great if you're shorting the panic, but calling it arbitrage is a stretch when you're basically trading in a blender. Still, beats being the guy holding naked calls into a margin call.
SMCI getting ready to pop
So what's the deal with SMCI?
Why would he? TSLA does it. SMCI does it. CVNA does it. Are they delisted? 🫵🤡
Biggest beneficiary of Chip deals is SMCI who is the largest data base supplier
Market knows that Charles Liang was cooking the books for last earnings. I think SMCI had 2 different earnings data they could have released, and after they saw how AMD shit the bed he knew he had to pull out the cooked numbers. Market is calling his bluff now; margins are probably half of what he said they are.
Yup. Same. Shorted QBTS and bought SMCI. Qbts trash is up, smci despite real earnings is down.
Apparently SMCI is getting one of this CapEx windfall and should burn
I have no stake in it, but how tf is SMCI not making money on all this AI hype
I'm invested in Sandisk, Micron, SMCI, Amazon, Avgo, CRM, Prme and a few others.
Listening to SMCI's Charles Liang talk about liquid cooling is more entertaining than this Super Bowl
SMCI, already proven fraudulent accounting
I just need SMCI to cross $40 by Wednesday
SMCI to 50 and let me just afford a home
I am not exiting PATH. I am just not long on any of the stocks. I do day/swing trading and PATH is one of my favourite along with SMCI and NVDA as both are highly volatile.
SMCI calls. Earnings too good and guidance was really positive. Extreme upside potential
SMCI if you wanna get edged to oblivion
So calls on WD, SNDK, HOOD, SMCI, MU on Monday? What else
So calls on WD, SNDK, HOOD, SMCI, MU on Monday? What else
SMCI wasn't the biggest piece of shit last year either. It jumped up 100% like 2 or 3 times
Is SMCI gonna have another pump to $60 👀
Lost 100k on ZSL. Would have been fine if I held a few more days. Made most of it back shorting SLV right after. Overall lost 31k on silver I believe. Up over 50% the past 30 days though from shorting tesla, trading SNDK a bunch, SMCI earnings, even with the loss.
HOOD, NVDA, SMCI calls that I opened day before
You are very welcome. There will be many winners, those are just some of my favorites. I left some out as others have mentioned…Marvel, Dell, HPE, SMCI, AMAT, ARM. There are more stocks that will benefit but it’s an exhaustive list. I think the ones listed give you a pretty good place to start. Just look at the projected numbers for the next 5 years. I’m full porting AI stocks and I don’t give AF what anyone thinks. Good luck! -Projected US AI Spend 2025: ~$300 billion 2026: ~$600 billion 2027: ~$650 billion 2028: ~$700 billion 2029: ~$750 billion 5-year cumulative total: ~$3.0 trillion 5-year total: ~$6.5 trillion
Forgetting about the racks/physical side DELL HPE SMCI
Every major tech company involved in AI development just said they're doubling capex for AI. On top of that, SMCI blew their earnings away and their share price popped, what, 13%? All that despite their margin nearly getting halved, which makes me think NVDA is passing increased input costs to its customers. *But one of the lines is pointing down.* Fuckin, what?
Makes sense, I wanna start derisking too. Sold some TSMC, will sell my NVDA, MSFT, META, AMZN and RDDT when they go up, maybe 20% from here. My INTC and SMCI are probably close and I should sell some. Same with defense - NOC and LMT
I’m balls deep in SMCI and MSFT calls. If they don’t hit I’ll be working behind Wendy’s
SMCI slowly carrying my net worth back from the shadow realm
I think SMCI has a good chance of blowing the roof off of the 34$ resistance next week
Wonder if SMCI is going to go on a tear again
BUY SMCI they getting a lot of that tech money 💰
Glad I forgot to re-buy $SMCI when it ran stops yesterday thus missing 10% profit on it today.
Did I buy SMCI at the top? You bet I did.
One earnings bet per day while I’m on vacation. Beat the casino with a 3/5. Too bad I didn’t hold MSTR overnight. Oh well… back to my slave labor construction job. Mon- PLTR 2/6 128c, +$1234.33 58% gain. Tues- SMCI 5/15 28c, +$537.98 33% gain. Wed- SNAP 2000 shares,+$632 5% gain. Thu- MSTR 20 shares,-$162.74 7% loss. Fri- CGC 5000 shares, -$102.5 2% loss. Side note I held Amazon calls through earnings😵
Thank god I didn’t panic sell SMCI
C’mon SMCI, give me that 38 & 40 gap fills.
I wish I had money for more SMCI
Bought my BBAI, SMCI, ATAI and PLTR flash sale yesterday. Let’s go
SMCI is the cheapest it will ever be.
HOOD BULL SMCI BIT, and MSTR, but my costs are pretty low compared to most
AI server demand is Real. All in SMCI 🚀
That’s fair, I’m not talking about leveraged moonshots or ultra-volatile names. If anything, those are usually the first to get hit. Stocks like SMCI are a good example here. In a real crash, names like that tend to get absolutely smoked early, even with solid earnings. The fact they’re choppy but not completely blown up yet is part of why I’m leaning toward repricing and de-risking rather than a full unwind. Totally agree people need to manage leverage though. Out of curiosity, what names or signals are you watching as your early warning signs?
I've made 22% since January 1st, on a $140k portfolio. Went from $141k to $172k in 5 weeks. . Made it daytrading. MU, LLY, SMCI, TSM, Apple. Couple others. Bought KO a few days ago, waiting for the earnings call. I don't get greedy, I don't gamble on options. This isn't a get rich quick scheme. I focus on making a couple percent a week. £2k-$3k adds up. Made almost $10k in one day with the SMCI gamble. Waiting to see how far this drop will continue, especially the tech stocks. I don't hold anything long with this current administration. After I sell KO next week, I'll probably sit in cash to see how things shake out over the rest of the month.
I may have entered SMCI prematurely. Thought cooked books would give us the gap fill. 😕
One earnings bet per day while I’m on vacation. So far I’m 3/4. Today went against every fiber of my being and bought 20 shares of MSTR. Saylor is a fraud, I hate btc. I can’t imagine a situation where he will succeed in his strategy and I shoulda went with my gut long ago! Once upon a time I held puts that woulda made me rich and all the btc bros talked me out of it. Made Fridays bet this morning too since all reports on the calendar are pre market. Pretty boring day. I went with 5000 shares of Canopy Growth as they are sitting pretty low and DJT rescheduled weed since their last report. I have very little faith in this bet😂. Mon- PLTR 2/6 128c, +$1234.33 58% gain. Tues- SMCI 5/15 28c, +$537.98 33% gain. Wed- SNAP 2000 shares,+$632 5% gain. Thu- MSTR 20 shares,-$162.74 loss. Fri- CGC 5000 shares,. Side note, freak the fuck out and sell everything cause we are fucked! My Amazon calls I bought a few weeks ago and held through earnings are probably toast, long dated but 😬. Sitting on lots of dry powder for just such a situation.
It's ridiculous how SMCI down 10% today. Crazy manipulation!!!
yolo'ing SMCI calls for tomorrow. maybe they have an announcement after-hours to bump it a few dollars. pure gamba regadation baby
$SMCI looking juicy at these levels. I made a killing last year on the 10K drama. Their latest earnings are pretty impressive given the compressed margins.
I agree with that. But we had Palantir, SMCI, Sandisk and about five other companies go up significantly on earnings so the notion that \*everything\* is going down on earnings is inaccurate.
I kinda wanna post some of my loss porn on BYND and SMCI but its legit embarrassing. Sold half my stake today for a -2.5k loss. Watch it rocket right back to my buy in point now.
One earnings bet per day while I’m on vacation. So far I’m 3/3. Yesterday I found one spot of cell signal while driving through Joshua Tree and managed to ditch those shares of SNAP just in time right after they reported😅. Today I’m going against every fiber of my being and bought 20 shares of MSTR. Saylor is a fraud, I hate btc. I can’t imagine a situation where he could talk his way out of the spot he’s in on this call. My thought though… someone is selling all these puts to everyone! I’m simply playing against the crowd and hoping some whale comes in and saves Saylor and their premiums tonight. Made Fridays bet this morning too since all reports on the calendar are pre market. Pretty boring day. I went with 5000 shares of Canopy Growth as they are sitting pretty low and DJT rescheduled weed since their last report. I have very little faith in this bet but put the most on it outa all weeks bets😂 Mon- PLTR 2/6 128c, +$1234.33 58% gain. Tues- SMCI 5/15 28c, +$537.98 33% gain. Wed- SNAP 2000 shares,+$632 5% gain. Thu- MSTR 20 shares,. Fri- CGC 5000 shares,. Side note I’m sitting on 40k of AMZN calls through earnings tonight. I bought them a few weeks ago and was up $10k at one point, down $2800 as of this morning. That bet was supposed to pay for the trip! Friday vaca is over. If I go 5/5 I’ll keep playing till I lose.
SMCI $5 Billion revenue in Q1 to $12Billion revenue in Q2, and it drops on a market cap of $18B.. Down is up and up is down etc
How can SMCI with an estimated increase of its market share to 40Billion USD fall back 13% to a market cap of 17B? Which is less than twice their earnings this quarter alone?
I'm glad I'm still holding $SMCI instead of selling it in profit before market open.
And just as predicted, SMCI lost all its gains from post earnings pump. 6.4% margins on $12 billion in revenue won't cut it for a rack company.
Layoffs cause of AI. Ai built by SMCI. 13bil revenue more than AMD. Let’s tank it 10% cause why not
SMCI is drilling. First fake pump META on earnings then drill after, same with PLTR, now SMCI.
Sndk is everything I wanted SMCI to be
Trust and SMCI in the same sentance? Didn't they not file an 8k for a year? And have been busted for fishy accounting practices? Good luck.
Totally agree. AMD beats earnings and the stock gets dumped. SMCI, same story only the decline is delayed by one day. Over and over and over again, companies report stellar financials and it looks like shareholders see that fantastic performance and say "fu\*k that! I'm out!" And then of course, there's whales who try to trigger cascading selloffs in the stock so they can buy back in at a lower price thanks to emotional panic selling mornons.
Let’s see double digit red on SMCI
Pissed I didn't go through picking up SMCI calls, come on Microchip, Papa needs a new pair of slacks
SMCI going for another 100mil+ day? Q2 FY25 it had a few but also cause 10k
I don't know if I can trust SMCI's mgmt especially with their accounting fiasco Fall 2024.
Share prices don't mean anything. It is all about your market cap. I'm not saying you're wrong they are undervalued just there is a reason why they potentially are. There are just so many stocks these days that have high potential SMCI has without the negativity surrounding them. Think they were my #2 money making stock last year
SMCI is the largest position I have, I still lost money today. ☠️
I need SNAP to do that parobolic shit after getting slept on for years. Give me some SNDK shit, or SMCI January 2024 shit, or MU shit. Some PLTR shit, some HOOD shit. Some CVNA shit. Time for that SNAP shot.
Hilarious that all of Tech is dumping and SMCI pumping 💸🤑