SMCI
Super Micro Computer Inc
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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
Super Micro Computer (SMCI): A Powerful AI Trend…UnderValued
~40k in Profit from Swing Trading 0DTE SPY Options
Have you missed me since 2022? I've missed all of you 🤣🤦🏼♂️💀
DD: SMCI's Co-Founder Got Arrested and I'm Just Sitting Here Holding PENG
23 MARCH 2026 , THE BIGGEST WINNERS AND LOSERS PRE-MARKET
How do you spot governance red flags when investing?
SMCI SUPER MICRO - Showing OVERSOLD after 2pm
VCX +199%, AZTR Doubles Overnight, SMCI Puts Go Nuclear — Is This “Roaring Kitty 2.0” or Something Else?
Supermicro stock plunges 26% after US charges co-founder with conspiracy to smuggle Nvidia chips to China
Holy crap, VCX up nearly 200%, AZTR x2, SMCI options printing – Reddit alert chain reaction in full effect?
The Indictment Relating to SMCI is Bullish
Indictment Relating to SMCI is Bullish:
SMCI Co-Founder Arrested for Smuggling $2.5 BILLION in Nvidia AI Servers to China
Look SMCI,how about Dell, Asus, Quanta Computer all smuggling B300,H200 to Shenzhen to sell. China want latest but not old H100 or H200.
Just in: SMCI co-founder charged over alleged Nvidia chip smuggling to China
SMCI just shit the bed.... Cofounder supplying chips to china
AI is quietly fueling NVDA, SMCI, AMD here’s what I’m watching
AAOI Gearing up for a Generational Run ($120 →$150+)
SMCI SuperMicro has huge potential in the AI race.
What am i missing here??? SMCI is a datacenter player
SMCI (how to make easy money on a hard stock)
Who’s the Enron and MCI Worldcom of this generation?
Super Micro Computer Inc, $SMCI, earnings are out: - EPS: $0.60, est: $0.49 - Revenue: $12.68 billion, est: $10.34 billion
20% in 20 minutes on SMCI via the 2x leveraged ETF SMCX
From $250 into $1k worth of SMCI Calls
What are some stocks you don’t mind waiting on to get a good entry ?
SMCI - A Make or Break Quarter Perfect for Options Straddle/Strangles
DD: Vishay Precision Group - A Once in a Generation Opportunity in Humanoids
Signs that SMCI is sandbagging its 2Q2026 guidance! Let's go!
EVTV AZIO - holding steady around 50 cents on 2.9M volume... While discussions are ongoing, AZIO AI notes that it is working with EVTV to come to a definitive agreement and that there is an ongoing determination regarding transaction structure, consideration, timing, and additional financing.
$EVTV AZIO - As previously announced, AZIO AI and Envirotech Vehicles entered into a non-binding letter of intent ("LOI") under which the parties are evaluating a potential strategic transaction in order to assist EVTV in transitioning into the AI Data center space.
EVTV AZIO - Power Hour, UP over 20% @$0.50, the HOD, on 931k volume... The LOI outlines a transaction framework under which the parties are working toward a potential business combination to which EVTV would acquire 100 percent of the outstanding equity of AZIO AI.
CVNA - Send her off with your pockets full
EVTV AZIO - Under the framework outlined in the LOI, the proposed transaction is informed by an independent third-party valuation of AZIO AI of approximately $480 million. If completed, AZIO AI is expected to serve as the primary operating entity, repositioning EVTV's long-term strategy.
AZIO - As previously disclosed, AZIO AI is engaged in a LOI that purposes a strategic merger with Envirotech Vehicles, Inc. (NASDAQ: EVTV). Management believes such strategic alignments may enable AZIO AI to deploy AI compute infrastructure.
AZIO - According to the valuation report, AZIO AI's enterprise value was derived using income-based approaches across multiple deployment scenarios, including configurations utilizing NVIDIA B200 and next-generation NVIDIA B300 GPUs. SMCI EVTV
$AZIO $SMCI $EVTV Azio AI Advances Sovereign AI Infrastructure Strategy, Supporting Philippines' National Investment Fund Modernization and Positioning for Long-Term Public-Sector Growth
Sharing my research - quality stocks to trade options on
I've cleared over $70k in my first year using the "Wheel".
SMCI just expanded their NVIDIA Blackwell lineup new 4U + 2OU liquid cooled HGX B300 systems.
SMCI -41%. Signal fired Nov 1. Here's the replay.
Are investors getting scammed by companies like CVNA, SMCI, PLTR being added to the SP500
Mentions
It's a mix of BBAI and early PLTR after reading up on it. As I've come to understand it, they are transitioning into more of a future SMCI or CoreWeave for emerging markets. * BBAI/Early PLTR comparison: GRRR started as AI/Analytics software provider serving government, security and whatnot, income namely coming from related contracts. * But GRRR is aggressively transitioning into physical AI infrastructure layers where BBAI is not, focusing still on software deployment and predictive analytics. Wish I'd seen something about it a couple months ago or even a month ago. Worth throwing a position at, see if it climbs or hits another rut, then just averaging down. Definitely worth a long term position and see what happens. I'm going in expecting a pullback though, just because, so I don't really care if it even drops 50% from where it's at after I enter it. I've typically done well with South Asian stocks in the past (FUTU, SEA Limited during Covid+) Worth a shot.
I had calls for 39 on HPE timed for Dell earnings. My thesis was that Dell record earnings and HPE going up(making me 700% on my calls) would have meant that HPE would have been priced in for an good blowout earnings call as expected with SMCI and DELL so far. I’m so wrong
Who here is holding SMCI?
They supply lots of components to Dell,HPE,SMCI to be built on their servers + they supply tpus to google which just announced they increasing ai spending (they reporting on Wednesday ah)
I can't advice anything but personally I'm expecting HPE to continue to moon for a while even afer today. They have 50% of Dell's server market share worldwide but the stock itself is still heavily undervalued compared to Dell. Other than that I'm betting on IBM as well even though their earnings are a month away still. They're still relatively cheap currently and I don't see any reason for them to not beat profit estimates next month. Betting on IBM and SMCI as well even though their earnings calls are over a month away still. They too are still undervalued, but they also have a lot less potential than HPE and Dell imo. IBM and SMCI are pretty niche compared to them.
How TF does one not load up on calls for HPE and SMCI after seeing what DELL reported. Literally, free money
On the last week of August 2024 I went a clinic , this elder woman was my doctor and I can see her million dollar portfolio , it was the day SMCI crashed because of some news of fraud , she also had TSLA and TSLA calls. I told her I can see she owns SMCI and she sighed , she asked me what stocks I'm invested in and I just said "Space". I never went back to that clinic so I was wondering if she invested in space stocks and think I'm an angel that fell from heaven to give her stock advice.
😄 I'm probably going to hold onto HPE for a while even after the mooning today, it's still a bargain, especially when considering HPE has half of Dell's market share in server hardware worldwide. Also betting on $AVGO tomorrow, probably mooning a little less hard but expecting a moon nonetheless. Their server hardware virtualization software prices have increased by 500-1500% since last year, goverments and companies worldwide use it, and they have almost a monopoly position for the time being because it's too difficult for goverments and companies to switch to cheaper (less-optimal) alterantives. Takes a lot of time, money and expertise to make that switch, and that timeframe is going to generate tons of profits for $AVGO. Betting on IBM afterwards (yes, again), and if they continue to moon in July I'll bet on $SMCI next. (Part of the DELL/HPE/IBM market, but the smallest player of them all... honestly not expecting a big moon from them, last earnings call was a bit weak, but I honestly don't see how they can't beat profits next time in the current environment.)
Money is moving around due to AI and a lot of these companies are benefiting massively. This ER season has been so ridiculous for AI as a whole, just today I was wondering if I should all in on HPE, knowing DELL and SMCI did so well with their ER but I decided against it and went with the conservative play with more shares in MU. That mofo pumped 38% AH. Literally even the low margin, high revenue server industry is racking in the benefits of the explosive growth of the sector.
Auditors can’t reliably publish and validate quarterly results. CEO and top managers are under investigation by the DoJ for smuggling chips to China. Invest where you want but recent results from $HPE and $DELL show that their customers don’t want to be associated to SMCI and prefer the former
$HPE and $DELL 🚀🚀🚀 Meanwhile $SMCI just had a breakout but long way to go
SMCI not so micro anymore 🚀😈🐂🐂
What the heck with SMCI after hours up about 8 percent then back all the way down… no news that I can find.. https://preview.redd.it/33gb3womnq4h1.jpeg?width=1170&format=pjpg&auto=webp&s=de4c71038639e5903754adbaa0706961ca73697b
I bought SMCI calls this morning :)
I posted a month ago about full porting SMCI and you cunts called me retarded. So, I'm full porting RGTI and no one will talk me out of it this time.
Pray for the shorts, SMCI is squeezing them to death. Up 8% in the after market alone. Everyone looked at Dell and HP earnings, and expect SMCI to perform even better.
SMCI was the easiest buy at $20. Biggest scam too that it fell that low.
Wish I bought way more SMCI calls and wayyy less RKLB
WOW SMCI ... I held those bags for a year and a half ... finally getting light
SMCI is getting a sympathy pump.
If you missed Cisco and HPE earnings you still have time for SMCI
SMCI up 7% in after market
Data server builders pumping bigly. Dell, HPE, and the next one to pump will be SMCI
SMCI is gonna pump
So glad I held my SMCI calls 🥳
Brought SMCI to play HPE earnings like an absoloute regard.
Dell last week, HP today, SMCI is next. Don't come and say nobody ever mentioned it when you see SMCI pumping 40% on earnings.
I blindly bought SMCI calls off the chart today, why is it up 5% AH?
First DELL pumped 30%, then HPE went 40%... SMCI is up next. Their margins are gonna be even better in fact. Get in before it is too late.
Why is SMCI going? Is there a catalyst??
SMCI wtf is that green dildo?! Is your management smuggling dildos now too instead of chips?
Wow $HOOD didn’t fill my $SMCI calls :/
Told ya SMCI would pump
Remember when SMCI was considered super micro dick? Nothing but big dick energy now
I was just about to buy SMCI, since I noticed it always shoots up in the after-market and pre-market. Well, my phone died, I didn't buy the calls, and now the stock is up 4% in the after-market already. Wtf.
SMCI over HPE in my humble opinion.
SMCI is a better pure AI play if you can tolerate the somewhat iffy financial statements.
Market makers trying to keep SMCI pinned they gone learn
*Supermicro ($SMCI) and Arm ($ARM) announced a major partnership to deploy next-generation, highly efficient AI infrastructure. The new server lineup integrates Arm Neoverse CPUs, NVIDIA HGX B300 8-GPU platforms, and advanced liquid cooling to massively reduce power consumption and boost performance-per-watt for enterprise data centers.
My fighter pack: SMCI RGTI RIVN
!banbet SMCI $50 4 days
$Corz, $Ampx and $SMCI 🚀🚀
SMCI green every day
Perhaps, isn't there some earnings tonight that could lift SMCI? forget which one lol
Doubled down on SMCI today
What happened with SMCI? Why green ?
I can’t keep up with you SPCE balls… I am still in the SMCI and MRVL calls from last week…. 😑
anyone thinking SMCI calls today? HPE Earnings and Computex though the event usually has not affected SMCI price
Got some SMCI, MU and SNDK right now, all up 30-40%. Do I hold til open or just try to get rid of em asap? Also 50 bux worth of ASTS down 35 lmao.
Yea me to. I wanna buy it but I feel like some patience is going to pay off. I’m thinking NOW and SMCI are definitely a good move today though
NOW, SPCE, SMCI are my lotto tickets today
SMCI - definitely a good bet compared to others
The 3 memory companies mentioned, NBIS,CRWV, HPE, DELL, SMCI, LITE are the main ones I really caught
SMCI just launched new server with Intel... we will see $60 end of the week. Still undervalued
I once heard one of our VPs talk about SMCI as “succeeding despite their best efforts not to”
You should check out Palo Alto and ServiceNow. Palo has earnings the 2nd and ServiceNow is massively undervalued with a recent big jump. I am buying options on both of these tomorrow. SMCI is another good one I feel confident in as long as they don’t fuck up their export compliance obligations
Seriously. I sold AMD, RCAT, SMCI and all of a sudden- massive green dildos.
Lmao completely forgot about SMCI
I work at a company that builds data centers, everyone in the industry knew SMCI was a shit company run by criminals.
I was lucky enough to work in the IT infrastructure industry so when the AI thing really got going last year I knew which companies could scale up and which ones were run my morons. Micron and Sandisk were clear winners, despite Joseph Hogue having a major hardon for SMCI I knew they were trouble. I’m up 200% since Jan of last year and yeah I’m retired now because of it.
Do you think that we will see pullback at SMCI and Oracle in June ? Congrats buddy !
Hoping for that 9:30a dump so I get buy shit ton more SMCI
What’s the rationale for SMCI?
Nah bro go use some of that money for NOW and SMCI
NOW, SMCI, SPCE are my moves Monday
SMCI has a lot of fraud, and any company that is labeled so much fraud, and even Jensen spoke last week against SMCI. It cannot be a great company for a long hold. Some of the other names look amazing.
PSA when someone says 'God just put this feeling in my heart' it really just means they went with their gut. God put this feeling in my heart to buy SMCI, Dell, SPCE and Sofi last week. The devil made me not buy enough tho
More SMCI OTM august calls, cleanspart leaps, and vix calls 30dte
Easy to have explosive revenue when you circle jerk with another company aka SMCI, CRWV etc
I feel like I called out Dell as the winner. Reread my post. Send me a SMCI screen shot so I can marvel at your brilliance
I’m going to try this with SMCI. I’ve been watching them and should have bought in at $30 but I didn’t like a fucking idiot
First of all, I stand by my comments. The whole thing with smuggle chips could easily go the other way. How much is Michael Dell’s company up vs SMCI? Based on my calculation, I think you would’ve made 3X more if you had invested in Dell. So…. Oooooooooooofffffff
I can't believe Donnie invested in SMCI... what does he know?
Buying a ton of NOW and SMCI if I even see the slightest pullback Monday
Yeah RDDT and SMCI both looks good for long swing, good luck!!
Sup degen, this looks suspiciously like my same portfolio rn lol, so deep on SMCI and RDDT calls too literally from yesterday hahaha
Dear Bers, Is it reasonable to expect that HPE will have similarly awesome earning on Monday just like SMCI did 3 weeks ago, and DELL did yesterday, and pump all proxys?
I built a scanner to look for options yields vs delta. It actually finds me some really cool stuff. SMCI kept showing up on it, wish I had taken advantage of it. Hard to believe this thing works, but it needs a volume/IV upgrade.
SMCI, I wasn’t familiar with your \~\~scam\~\~ game
28% percent for the week…… broke my rule and left 75% of the fun port in the market vs 50% at close. Could not sell IBM or SMCI calls and leaps think they have more runway with little chance of a pullback unless the 🌮Does not 🌮
Nice week for $SMCI & $SPCE
Shorting SMCI how fucked am I in the ass
No, you don’t get the huge swings anymore, just look at NVDA after its split or look at SMCI. Right now MU will swing $30-$100 in one session, if it splits you’ll be lucky to get a $20 swing in one session.
SMCI P/E = 24.92 DELL P/E = 46.97 Just imagine where SMCI stock would be once they are past the bad management and compliance issues
SMCI could keep going too, $100+ wouldn’t surprise me
-15k, shorting SMCI
Sorry to use you regards as lab rats but I asked for tickers that have NOT popped and unsurprisingly I still got tickers that were overcooked. Puts on SMCI, MSFT and IBM. The inverse WSB play
Maybe. I want some oversold but solid fundamentals shit. SMCI seems to have been wrung dry.