SMCI
Super Micro Computer Inc
Mentions (24Hr)
3250.00% 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
Super Micro Computer (SMCI): A Powerful AI Trend…UnderValued
Mentions
Either SMCI is undervalued AF, or SPCX is bloated more then Melon Tusk
SMCI pumped a 15% because they said they will make more money next year, any company can say that
Congrats to those with SPCX, SMCI and LUNR overnight calls
SMCI +15%, are they selling to banned countries or something?
This QQQ move is almost certainly SMCI related instead of Elon/SpaceX related btw. It took a while for me to catch it yesterday. Wouldn't be surprised if it got sold off on the bell too because the pattern has been yields down Nasdaq down while the stuff that got beat up by yields going rocket mode tries to recover.
SMCI is known for headfakes and crime candles. Without future sight id double-guess here too
Someone shoot me for selling my SMCI calls at the close yesterday
I'm not concerned at all and I have my reasons. P.S.: i don't own SMCI.
NVIDIA DGX POD is a SMCI killer? SMCI was not mentioned in producers... I'm concerned...
is it too late to buy SMCI or it can still go up once the market opens?
NVIDIA's DSX Pod is a SMCI killer?
Told you SMCI was free money
Why SMCI not mentioned in NVIDIA's DSX POD?
SMCI is killin it, their quarterly revenue is becoming equal to their whole market cap
SMCI should be worth at least $60-70 bucks with this revised guidance for sure. The additional $4 billion is a 280% increase!! They're selling a whole market cap worth of product in a single quarter! lol! This is a no brainer. P/S ratio should be less than 0.25 if they do this. For perspective, this is the cheapest AI stock out there.
Buy SMCI and hold through earnings.
It is cooling and power. I have bought SMCI and AXTI on this dip. This sell-off was an overreaction by some algos and HFs, using the fear of CoreWeave. They indiscriminately sold off everything AI-related without actually realizing the fact that different companies are positioned in different ways. I can't wait for these stocks to squeeze when they announce their earnings next week. We can already see the impact of the run after hours in SMCI and AXTI. The Algos and short sellers engaged in naked short selling on these stocks. I got lucky to buy at a steep discount. AXTI should reach atleast $90 bucks and SMCI should reach atleast $60-70 bucks on their revised additional guidance of $4 billion dollar which is a 280% percent increase YoY. Let's GO!!💰🤠🔥📈🚀
So is SMCI a buy?? I thought it was a scam stock
Is Water Cooled SMCI a potential answer?
Is kospi pumping because of SPCX, SMCI, both or what?
Wouldn’t surprise me if SMCI gets caught cooking the books or some fraud shit in the next 3 months
That’s because it was SMCI, not SPCX
SMCI released guidance statement
Of course! Also if it helps you feel better, I sold my SMCI calls before close. :hug:
I swear to god I've been seeing people saying SMCI is mooning for years and every time I look it's still in the 30s lmao
Who is gonna tell him about SMCI?
How does SMCI already have the PE most AI stocks will only reach in 2030? What’s the catch?
Today was a good day to own SMCI and play SPCX earnings :smoking:
SMCI and Jensen cooking books again?
It was actually SMCI that did this
SMCI causally updating revenue targets by 1/3 and margins by 25% $20B quarterly revenue, 12% margins…. Market cap 21B lmfao? This trades at a fucking 3 forward compared to Dells 30 hahaha this is going to rocket.
So the market rallying on SMCI & Elon comments, two of the biggest scams in the game. Right, right…
Nice, you should sell SMCI short right now then
updated Q1 2027 revenue guidance + $4 billion. if SMCI's customers are spending, the party continues
What did SMCI report and why did it safe the ai trade?
this is only going to help Dell and SMCI takes a fat red candle tomorrow
SMCI slaps huge cock on the table, raises guidance, reinforces the entire semi trade, and bears think that Korean investors won’t be buying. KOREANS!! Not investing in SEMIS?? Do you guys even hear yourselves? It’s like you hate money.
SMCI saving the entire data center market. Its going to do almost 80B in annual revenue with a market cap of 20B, undervalued AF
$SMCI guidance raise
I just went ham. 50% on SNDK, 20% SPCX 20% HPE 10% SMCI.
SMCI’s full year revenue guidance is like 4x their market cap. Has anyone seen that before?
SMCI is the king of the random guidance update lmao I’d love to be an employee
Funny how SMCI is making his whole Market cap in 1 Quarter 🤣🤣🤣
SMCI optimism and oil falling
SMCI revenue guide + SPCX earnings
SMCI finally delivers beats back 2 back….. $50 inbound
who the hell is selling SMCI here? it's obviously gonna keep going up
SMCI prereported massive earnings
Where are the AI is a bubble cucks? SMCI is at the bottom of the supply chain which means AI revenue for everyone above them in the supply chain will come in stronger than forecasted.
higher guidance for one company that does business with a bunch of larger players. if SMCI's customers are still spending, the party continues. META earnings need to come through tomorrow though
SMCI raises outlook to 18.5-19.5B, consensus 14.5-15.5B. AI bubble screamers: "forward earnings estimates are overstated." No dudes, forward expected earnings have literally been beaten and raised every earnings. Meanwhile QQQ is trading as low valuations as the bottom of the dot com bubble. There is literally no sign of a bubble at all, in fact valuations are quite cheap.
SMCI saving the entire semi market. Its going to do almost 80B in annual revenue with a market cap of 20B, undervalued AF
Of course a large amount of OI on SMCI 35c for this Friday
Who’s got SMCI? Up $6 a share on high end earnings expectations?
AI and semis are pumping cus of SMCI, not SPCX... fuckin doofuses
If anyone saw my comment on SMCI IV rising would’ve made money
DELL pumped because of SMCI genius
SMCI guidance and Elon buying 200,000 GPU each month for 2027
If SMCI 2027 guidance is to be believed they make their market cap in 1 quarter 🤣
no, SMCI pumped themselves [https://www.streetinsider.com/Corporate+News/Supermicro+raises+Q1+FY2027+revenue+outlook+on+AI+demand/27210853.html](https://www.streetinsider.com/Corporate+News/Supermicro+raises+Q1+FY2027+revenue+outlook+on+AI+demand/27210853.html)
YEAH BUT SMCI did this last time and pumped on earnings still so and IBM's prelims were bad big difference
no pretty sure it was SMCI
SMCI pumping AI.... DIidnt know they can't report such data before earnings
The heck just happened, SMCI up 11%
SMCI showing AI data centre demand is strong, 18B in revenue in a single quarter when the company is worth 21B
HPE getting some SMCI fumes lets go
I’m almost certain the market is pumping Dell, SMCI and HPE on news that dropped like a month ago
Not sure I trust anything SMCI says or reports...
SMCI $4B beat for the guide
If you ignore the federal investigations and auditing firms walking away from them due to disagreements with filings SMCI is by earnings yoeld the single most undervalued AI stock available
Lol at SMCI providing a business update after hours.
lol that bump towards end of SMCI day somone knew, someone always knows
WTF is going on with SMCI AH? did their office actually NOT get raided today?
SMCI mooning AH? What happened.
Worth keeping an eye in SMCI rn, IV for this weeks options just spiked last 3 hours rn when price was relatively flat. Something fishy going on.