SMCI

GrossFleshSack

I averaged down right at the end.. not sure I feel so good about it though to be honest. Picked up some July 6 NVDA $195C and some July 10 SMCI $31C.

VolcanicCupid69

I am balls deep in SMCI calls earnings through 2027

oknBagholding

Guys what are the current thoughts about SMCI earnings August? HP and Dell both rocketed after theirs. Shouldn't smci basically be the same

oknBagholding

SMCI August 60 calls are back close to bottom prices today. I would know cuz mine are down 90%. But these went 220% the other day and cooled back down

bemeandnotyou

Shorted SMCI at open, got cucked now it's paying. fml

Darkwolf22345

All I ask for is one solid week for SMCI to actually go up

ElevatorObjective117

it's good if you're early and bad if you're late, same as everything here. I loaded some leaps on QNT in December cause the buildout thesis made sense, not just another AI hype cycle. SMCI been a wild ride though, my heart cant take that one sometimes

Valkyrie_Skuld

The widespread financial narrative that the artificial intelligence capital expenditure (CapEx) boom is a short-term, speculative bubble on the verge of bursting represents a fundamental misunderstanding of the hardware being deployed. Skeptics point to massive quarterly data center spend and argue that generative AI software cannot generate the near-term revenue required to justify such unprecedented infrastructure costs. However, peer-reviewed engineering blueprints and recent hardware roadmaps reveal that the tech sector is not blindly over-building for conversational chatbots. Instead, the multi-billion-dollar facilities under construction are designed as the foundational, multi-tiered engines required to sustain Quantum-Centric Supercomputing (QCSC) (Johnson, K. D., High Performance Quantum-Centric Supercomputing: A Working Implementation of Heterogeneous Orchestration, March 2026). Because quantum processing units (QPUs) are bound by the physics of the No-Cloning Theorem, they cannot independently store raw digital datasets, manage 24/7 network traffic, or copy quantum states. They are structurally dependent on an immense, high-performance classical infrastructure to handle data ingestion, manage input/output streams, and translate fragile quantum probabilities into actionable digital code. The current infrastructure land grab is not an irrational tech bubble; it is the deliberate construction of the physical scaffolding required for a unified, hybrid classical-quantum computing grid. This permanent architectural shift from standalone quantum experiments to highly integrated Quantum Data Centers (QDCs) is explicitly documented across the highest tiers of academic literature. In a foundational study published in the Philosophical Transactions of the Royal Society A, titled "Quantum Data Centres: why entanglement changes everything" (Royal Society Publishing, February 2026), researchers established that building a single, monolithic quantum processor to scale computing power is physically unsustainable due to noise and decoherence limits. Instead, the peer-reviewed consensus states that scaling quantum capability requires localized network infrastructures where multiple modular quantum processors work together within a unified data center fabric. To build the practical "plumbing" for this distributed model, Cisco Quantum Labs unveiled the Cisco Universal Quantum Switch alongside a network-aware Quantum Compiler (Cisco Research, The Universal Quantum Switch, April 2026). Operating at room temperature over standard telecom fiber, Cisco's research prototype dynamically routes quantum entanglement across different vendor hardware and modalities with less than 4% encoding degradation, enabling independent server racks to pool their processing power into a single virtualized quantum supercomputer. This modular, fiber-linked reality is further validated by a landmark study published in Nature titled "Scaling and networking a modular photonic quantum computer" (Xanadu Quantum Technologies, 2025), which showcases the Xanadu Aurora platform. Xanadu successfully demonstrated a universal, gate-based photonic quantum computer comprising multiple distinct server racks interconnected by 13 kilometers of fiber optics at room temperature, providing a direct blueprint for how quantum hardware can integrate seamlessly into standard corporate real estate by 2029. This spatial integration is happening concurrently with hardware deployments from pure-play leaders like IonQ and Quantinuum. In a joint academic milestone, IonQ successfully demonstrated tripartite entanglement across a multi-node remote trapped-ion network (Duke University & IonQ, June 2026), proving that independent atomic quantum server racks can scale horizontally over fiber distances. Meanwhile, Quantinuum advanced the stability of these systems by implementing a real-time, fault-tolerant single-shot error-correcting code in four dimensions (Quantinuum Systems Lab, March 2025). To handle these complex error loops, Quantinuum co-developed a hybrid operating blueprint that allows a quantum core to run interleaved workflows directly alongside traditional classical accelerators (NVIDIA & Quantinuum, Architectural Integration of Quantum Processing Units in Heterogeneous Accelerated Datacenters, November 2025). The technical necessity of this hybrid pipeline explains the massive, synchronized market rallies behind semiconductor and memory giants like Advanced Micro Devices (AMD), Micron Technology (MU), and Western Digital/SanDisk (SNDK), whose architectures are actively solving the data-ingestion bottleneck of the hybrid loop. Classical deep learning is hitting an energy wall, and the integration of quantum processors provides a critical, power-efficient shortcut. To feed this pipeline, AMD's dense, multi-chiplet accelerator architectures are deployed to execute the intense, multi-threaded classical pre-processing and data filtering required to translate digital binary code into quantum gates (ENCCS Research Group, Distributed Quantum Computing Workflows with ColonyOS, March 2025). This rapid data translation places an unprecedented burden on the memory sub-system, driving the massive infrastructure demand for Micron’s ultra-high-bandwidth memory (HBM3E and HBM4 stacks) to serve as a real-time staging ground so that classical systems can continuously update parameters within Hybrid Quantum-Classical Neural Networks without breaking the execution flow (Alvarez, M. et al., Hybrid Quantum-Classical Neural Architecture Search, arXiv:2605.18345, May 2026). At the foundational layer, high-density flash storage fabrics from Western Digital and SanDisk represent the permanent data lakes required to hold historical information right next to these hybrid computing nodes, while simultaneously handling the massive computational overhead of running end-to-end Post-Quantum Cryptography frameworks to protect data at rest before "Q-Day" arrives (Université de Sherbrooke, Technical Barriers to Industrial-Scale Distributed Heterogeneous Computing, Qblox Excellence Center, March 2026). Ultimately, this entire convergence is orchestrated by the industry's primary infrastructure and processing backbone. High-performance classical layers engineered by Nvidia, utilizing hybrid programming environments like CUDA-Q, act as the universal operating system that allows standard GPU clusters to communicate directly with modular quantum nodes. When classical systems hit a highly complex mathematical bottleneck, the workload is offloaded via Cisco-style quantum switches to modular arrays like Xanadu’s Aurora or Quantinuum's trapped-ion processors to be calculated in parallel bursts. To prepare for this inevitable hybrid future, infrastructure giants like Dell and SMCI are expanding direct liquid-cooling platforms and ultra-high-density server chassis to handle the staggering data-ingestion and routing pipelines required before and after a quantum processor fires. Tech giants are not blindly building speculative data center shells for short-term software hype; they are systematically constructing the massive, power-heavy, liquid-cooled classical fortresses required to house, feed, and secure the distributed quantum supercomputing networks of the next decade. TLDR: all of the stocks mentioned ran this year because they are building ai/ quantum data centers a

ChewbaccaIsBear

**TL DR for regarded fellow WSB mofos that didn't go to the university of science** and aren´t professors of logic and own no doghouses: I think Val is saying that the ai bubble panic is overstated, that chabots not paying the elctricity bill is missing the fact that big tech might be silently building a more poweful quantum centric supercumputing infraestrucutre (that can do things orders of magnitude superior to the current shit). a quantum chip is like a super genious toddler, it can crack universe secrets in seconds but it has no memory, it has no plumbing, it will cry if it's a bit warm in the datacenter... it needs a lot of liquid coolant, hughe bandwidth servers next to it to work, and the current datacenter gold rush is a construction of a hybrid quantum grid (or that it can eventually be used for that, or that that is one of the paths they can follow after the current phase)... if you don't like the wendys dumpster and give some credit to this idea, these motherfuckers should be good: AMD, MU, NVDA, DELL, SMCI, IONQ, QNT, XNDU

Gabaggool

Come rescue my SMCI bags bb

Smart-Ad-8116

SMCI 🚀 to space with space x.

Ohhmama11

So you’re saying nvda was flourishing before AI? ASML, AMD ect? SMCI was what 5 billion to 21 billion because of AI Imagine thinking a company’s 1991 founding date dictates its 2026 revenue drivers. Nvidia isn't selling gaming GPUs to teenagers anymore, they are selling AI infrastructure to the entire planet. They didn't just benefit from the boom they literally built the engine for it and not to mention your EV analogy actually proves my point lmao. If the EV boom happens, and battery cell manufacturers see their revenues shoot up 400%, then yes those cell manufacturers are absolutely flourishing because EVs. You’re trying to argue the shovels aren't part of AI but AI futures for hyper scalers and Chatgtp doesn’t exist without them

MrJohnnyXD

SMCI 🚀 If Micron sells a lot, it means that SMCI also sells a lot.

Sensitive_Caramel856

Could really use a SMCI green dildo

Weak-Pomegranate-435

SMCI came back down tho.. soo r ru saying what i think u r saying?

MarginCuck

I’m leaning more to Oracle. SMCI is just plain sketchy

MarginCuck

Thinking of buying some garbage ORCL or SMCI?

gamersEmpire

MSTR and SMCI are the most fraudulent companies right now and its suprising theres no investigations happening by the SEC

OakyTheAcorn

SMCI to $40 tmro right guys haha right guys haha right

Juidawg

I fucking love love love these 2X leveraged funds for earnings plays. Such a nice accoutrement to calls, but the best part is you can secure the bag after hours. +35% off the lows today on WDCX. Unreal. Now do my SMCI calls hold for tomorrow

Ayydeeez

Bought some SMCI leaps hopefully those print tomorrow 🙏🙏🙏

VolcanicCupid69

SMCI is the biggest asymmetric call play out there. DOJ price in, $7B share dilution priced in, demand clearly insatiable based on micron results and long term agreements with 10+ customers. Even if SMCI is a far cry from DELL capability, governance, and value added services, SMCI will win on growth acceleration and pricing power. Full disclosure, I hold $55k in calls around earnings and call leaps into mid 2027.

Juidawg

Suckkk me fuckin sideways. Rolled with the sympathy plays, 2X leverage WDC at the lows eod and SMCI options expiring Friday 🤣

VolcanicCupid69

!banbet! SMCI $45 by 8/20

Short-Mixture1823

Well, there goes my SMCI calls. I'm royally fucked. I won't even look anymore

Sad-Rope4399

Which one you guys think gonna pump tmrw between POET WOLF KEEL AAOI LPTH SMCI and perhaps space cuz overbeaten but fool me once type shit. Just want a 5% gain.

MarthaJulietta

Man a lot of these value names are dipping into great buy spots. It’s hard to choose between them at this point and there’s only so much money to go around. I want more PYPL SMCI ABDE and I want to dip my toes into LULU and UBER at these prices too. I need to make more money. I guess I should be selling some puts again but I’ve really gotten comfortable with the idea of buying whatever is down every day and dripping the money in instead of ending up with big lots of things go south. It seems very inefficient though to have all that space sitting there and not use any of it when I could be getting 1.5% a month or so. Maybe diagonal puts are the way to go?

theineffablebob

my AI trading bot keeps buying $SMCI for some reason day after day just more SMCI

IIINevermoreIII

SMCI calls.....

Ok-Department-4464

SMCI and SMR to the moon tmrw

sinag19

My moves tomorrow are to pray that MU, SNDK, SMCI, and DRAM rip upwards

BigCMoneyyyyyyy

SMCI pump

fegewgewgew

Waiting for him to say buy SMCI

fegewgewgew

He just mentioned SMCI let’s goooo

sinag19

I just it pumps enough where I can sell for profit on my MU, SNDK, SMCI, and DRAM calls

ArchegosCapitalCEO

SMCI to $50 wen

razeusv2

Why shouldn't I buy SMCI?

razeusv2

LOL, and I was going to buy SMCI in the after hours yesterday. Glad I don't fuck with AH trading.

Darkwolf22345

The fact SMCI isn’t at $120 just shows you this market has no clue what it is doing

mayorolivia

Imagine being dumb enough to sell DRAM for SMCI. Dram will double again by end of year. SMCI is a shitco

Short-Mixture1823

I bought DRAM yesterday, then sold it immediately. THANK GOODNESS. I still have SMCI calls, but the loss from that might be more manageable. What the actual fuck is going on.

zzzzzz808

I never thought I’d see the day that I need to rotate into SMCI but it’s literally one of the only green stocks I have.

Corgination77

How the fuck did you predict SMCI would pop like today? There’s no way

Bugout-2020

Pick a good day for SOXS, maybe do some riskier trades that might pay off (WYFI, BTBT, SIMO, even consider IREN, for t was beat and could possibly contend again). WYFI is actually a subsidiary of BTBT. The company has a lot more than just "Crypto". Simo looks like it may be at support levels, and is an American brand (Government is all but begging for domestic FABs/Chipmakers). Put the rest in SIMP, SMCI, and some BTBT. Risky trades, that could pay off. Don't do 0DTE or short anything. I am up 100% since April using $1500 MAX while trading. Just swing trade, but be careful about it, and in a years you'll be +$30k. If you learn how to trade differently, it will still be worth it. When I say s ing trades, I don't mean holding for 1 day max. Be patient, you can come back f om this.

3boobsarenice

pounding your mom and she gives me that big O face, says "give me more of that SMCI"

swagmans69

SMCI back to the moon after cooking the books.

disishowedoit

Buy SMCI or IBM at open tomorrow

IIINevermoreIII

No one in here has mentioned SMCI and its making me feel better about my calls.

ArchegosCapitalCEO

SMCI about to go brazy

Ok-Department-4464

SMCI to the moon is the move or SMR

IIINevermoreIII

Brought 6K today in SMCI calls that expire July 10th while it was at 35.20$ because I had only brought 2K worth in calls last week.... SMH. this iran deal put the scare in me in that 4 day weekend. Does anyone else profit taking or capitulation? the price action seemed strong at EOD

pajaemainroad

I feel like SMCI will royally fuck me as soon as I buy calls

kanyedidnothingwr0ng

made money on SMCI and dram calls, SPCX puts today. forgot I was still holding NASA shares and sold that shit, whatevs yo

your_mom_loves_me69

Fuck it, bought 900 SMCI shares after hours. Lemme see $50

OakyTheAcorn

SMCI $40 eod tmro

Darkwolf22345

SMCI go burrrr

fallingdowndizzyvr

Why yes. I did sell some of my MU and I bought SMCI.

your_mom_loves_me69

SMCI gonna run for a few days probably, might chase here after hours

razeusv2

Going to grab 100 shares of SMCI tomorrow. It's going to the moon boys.

Rav_3d

So by your reasoning, you should have sold MU by now since you're up 1,400%, and put it into a stock like SMCI. Have you?

VolcanicCupid69

Fun port up 8% today on the back of SMCI……

VolcanicCupid69

Fun port up 8% today on the back of SMCI……

fallingdowndizzyvr

> I won't try to convince an SMCI loyalist why these comparisons are outlandish. LOL. That's just something else you are wrong about. I'm not a SMCI loyalist. The only thing I'm loyal to is the truth. > I'm watching this stock closely and if someday it decides to be a winner, I'll jump on. LOL. Jumping on a stock after it's won is a loser move. I jumped into Micron at $80 when it was a "loser" according to your reasoning. That's way better than jumping into Micron now that it's a winner.

Rav_3d

I won't try to convince an SMCI loyalist why these comparisons are outlandish. I wish you luck. I'm watching this stock closely and if someday it decides to be a winner, I'll jump on. Until then, I cannot justify selling my winners to fund a loser.

Ok-Department-4464

SMCI to the moon?

SPICYLEMONBUM69

Will be back by the end of this week. Until then leveraged SMCI might be your play

fallingdowndizzyvr

> that required them to raise equity and dilute all shareholders just to fund operations Ah..... Google is doing exactly the same thing. So is Google an avoid too? https://www.theguardian.com/technology/2026/jun/02/google-alphabet-sell-stock-ai-share-sale-berkshire-hathaway So is META, toss them on the pyre with SMCI? https://finance.yahoo.com/markets/stocks/articles/meta-weighs-big-equity-raising-182445811.html

Rav_3d

While they have been "building back" from that crash, you could basically throw a dart at the stock charts and find a better performer. I understand SMCI investors are loyal and patient, but I could not justify putting my money into a loser when there are so many winners in this space. Sure, they have a $39B backlog, but razor thin margins that required them to raise equity and dilute all shareholders just to fund operations to be able to fulfill those orders. This is not a "good position to be in." Again, I'm rooting for SMCI and hope they right the ship. If institutions wake up and decide it's their day in the sun, I'll get on board the train. Until then, there are just too many other opportunities to generate wealth and not have my capital stuck in mud.

fallingdowndizzyvr

> Ha! 15% today gets us to up 15% YTD. You have to go back more than YTD. SMCI was an early winner in AI. They peaked at over $100 in 2024 from a base of $4 in 2022. Then they had their dump. The dump that everyone else will have at some point. Since then they have building back from that crash. They have a $39B backlog in orders. The biggest problem SMCI has is not being able to produce fast enough to fulfill those orders. For any company, that's a good position to be in.

longdongsilver314

What’s caused SMCI pump?

Indra_Sx

$SMCI filling me with regret 😰

Exciting-Bag-5445

Didnt buy enough SMCI calls last Thursday

baboohassan

Just bought some SMCI at $36 Hopefully she can climb back up at the $50+ support levels soooon

Warmake

When SMCI is one of the top movers you know the day is cooked.

Short-Mixture1823

Bro. SMCI

pajaemainroad

Damn I should have bought SMCI 40C 7/17 when they were only $60 😭

Rav_3d

Ha! 15% today gets us to up 15% YTD. In any normal year, that would be pretty good, but compare SMCI to practically *any other company involved in AI infrastructure buildout* and the performance is terrible. Good luck, though. I am rooting for SMCI while I have my stock in DELL, SNDK, MU, CRDO, NBIS, ALAB, and other companies whose stocks are actually going up.

VenomBite214

SMCI P/E 19.35, forward pe 9.7 DELL P/E 33.37, forward pe 22.1 HPE P/E 45.20, forward pe 14.5 If smci gets to dell pe: Trailing pe = $61.29 Forward pe = $80.97 If smci gets to HPE PE: Trailing pe = $83.01 Forward pe = $53.12

fallingdowndizzyvr

> That company is garbage. Stupid garbage!! SMCI is only up 15% today.

LonelyRole8342

Tell me why SMCI is still solid? Genuinely wondering. I made money and got out well before the huge crash. This company has been through the fucking ringer. Still a buy outside of trading options on it?

cloudsofgrey

Can't trust SMCI

Rough_Enthusiasm_351

A fellow SMCI buyer

pineapplekiwipen

but what is SMCI's forward fraud ratio

VenomBite214

SMCI P/E 19.35, forward pe 9.7 DELL P/E 33.37, forward pe 22.1 HPE P/E 45.20, forward pe 14.5

Reasonable_Act_8654

Buying a call on SMCI, after everything that company has done/been through, needs some balls.

Fancy_Rice_2799

lol, SMCI going back down shortly not to worry about it.

Short-Mixture1823

SMCI my love. Thank you for recovering all my losses and feeding me profit.

No_Tea_8581

Guys should I sell SMCI I’m up 30% help

throwaway09234023322

I'm a retard. I sold SMCI too early.

OnceALoser

NVDA is pumping one stock at a time. First it was MRVL and this week it’s SMCI and DELL

EdgeLordMcGravy

Puts on SMCI. call the top.

Ok_Abbreviations8440

Should I add to NBIS or start a SMCI position

pajaemainroad

SMCI wow

Smart-Carrot5238

SMCI 15% called it before open your welcome fellow regards

Thetatterer

Holy shit it’s over for SMCI 🐻🐻

Live-Improvement3169

SMCI is a fucking star

Jumpy_Shoulder9043

Market says it prefers moving money to China through SMCI.

verified-trader

**BanBet Created** ▲ | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **SMCI** | $35.00 (above) | $33.77 | +3.6% | Jun 24, 1:38 PM |

isolated-cat

!banbet SMCI 35 2D

Kindly_Doubt_6804

SMCI is such trash. Trades like a meme stock.