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 $60,000 SOFI and SMCI Gainz in Two Weeks
Class action lawsuits (Super Micro Computer Inc - SMCI) and mutual funds
Is it a good time to buy SMCI ? For a long term holding?
Mentions
This sounds...... ominous. But after buying back in to SMCI after selling for profit several months ago, this could also be a double win for me. Sigh..... I'm reminded why I refuse to use any new money when investing in individual stocks.
Great job, reminds me of the money I made playing SMCI last year
SMCI to sub 30 go go feed my puts
Let's be real, is SMCI dead?
Please go short on NVDA and SMCI right now
Buying list: Fiserv below 60$ SMCI below 35$ and Novo Nordisk below 40€. Real value plays
Can't wait to see SMCI below 30 if NVDA shits the bed. I'm loading the fuck up
So CIFR IREN NBIS SMCI COREWEAVE
SMCI would like to have a word.
The guaranteed money play is just to short SMCI anytime it goes above ~~$50, $45, $40~~, $35
https://old.reddit.com/r/wallstreetbets/comments/1bw9c8l/goldman_sachs_and_morgan_knowingly_offering_scams/ https://www.reddit.com/r/wallstreetbets/comments/1fcxevz/coreweave_the_scam_that_is_inflating_smci_and/ I used to be in this field wrote about AMD probably 8 years ago and was buying that stock at $1.80 https://np.reddit.com/r/AMD_Stock/comments/9v1n6f/amazon_web_services_aws_pricing_amd_vs_intel/e994dka/ 4/5 years ago when NVDA was under $30 (split price) I said they really have no peer in this space and it will probably be the biggest company in the world. https://np.reddit.com/r/wallstreetbets/comments/qw9glx/im_surprised_there_isnt_more_nvda_talk_before/ You can back date when I wrote about AMD but I was buying AMD at $1.80 even before I wrote that 7 years ago. I said SMCI was scam and shorted it when it was over $1000 I wrote about NVDA being possibly the most valuable company in the world in 2021. I wrote about CRWV being a scam and it looks like that’ll pan out in the next year or so. I mean if only working a few years after college and being retired in my 30s by not correctly valuing stocks I think you’re a DF and about to be in world of hurt.
!banbet $SMCI 100 95d
You're thinking correctly. AI infrastructure (datacenters, power, cooling) is the right play vs chasing model companies. **Your thesis is solid:** \- Datacenter compute demand = 10-20 year tailwind \- Cooling is critical (40MW racks generate insane heat) \- Every watt matters (power costs are 40%+ of datacenter opex) **Specific stocks in your focus areas (under $200):** **Datacenter Power & Services:** \- **VST** (Vistra, \~$120) - Power generation for datacenters \- **NEE** (NextEra, \~$70) - Renewable energy + datacenter power **Cooling:** \- **VRT** (Vertiv, \~$130) - 60% market share in high-density cooling \- **CARR** (Carrier, \~$80) - Datacenter HVAC systems **Compute Infrastructure:** \- **SMCI** (Super Micro, \~$45) - Server infrastructure (volatile but pure play) **One layer you're missing: Networking** \- **AVGO** (Broadcom, \~$170) - Custom AI networking chips \- AI clusters need 800Gbps interconnects. AVGO dominates this. **Space datacenters:** Too early (10+ years out). Stick to terrestrial infrastructure for now. **My take:** You're early and right. Elite funds are loading power/cooling plays while retail chases NVDA. Check recent 13F filings—CEG, VRT, VST all showing up. Focus on infrastructure. Let others fight over who builds the best AI model. Not financial advice. Just confirming you're on the right track.
Right but the thing people are missing is that companies like Coreweave aren’t on the hook if the GPU fails after 2 years, nor are they at risk of the cost per a gpu going down. They sign 5-6 year contracts with a company like Meta that has a locked in price, so it’s totally fine to report the cost of providing that contract over the 5-6 years. If a GPU does fail, they send it back to their supplier, not NVIDIA but instead Dell or SMCI who then works with NVIDIa to get a new GPU to replace it. So there is no accounting mishap here or anything funky going on.
>**NVIDIA** is moving in the direction of directly supplying standardized L10 compute trays starting from the VR200 generation. If this happens, what would it mean for SMCI's future?
SMCI said customers were delaying deliveries recently. That worries me about NVDA. Could there be a delay?
It’s in the growth stage lol. You think SMCI is a good buy despite terrible margins and literal history of fraud and lies. Make it make sense. You’ve been commenting on NBIS every day a million times…you gotta relax. Plenty of companies are not operating at a profit at the start. Amazon is the best example of this.
Does anybody else follow $SMCI?
Any advice guys…I only started investing 3 months ago so a lot of stuff I’ve bought is at high prices. Should I continue trying to lower my prices with these dips? Or just ride it out for now… In particular stocks like ALAB, SMCI, META, HOOD, RR. I just don’t know if I want to put more money into solo stocks instead of more into my all world ETF.
SMCI execs taking notes
SMCI execs taking notes
Same, SMCI is solid at $30
Buying around these entry prices: WRD $7 OSCR $12 GTLB $39 SMCI $30
(continued) *Now, it’s got to have a place to run and thus* ***the symbiotic relationship to Supermicro (SMCI) and Nvidia (NVDA)*** **Blackwell’s** performance comes with **extreme heat output.** A single B200 GPU can exceed **1000 watts of thermal load.** A GB200 Superchip (GPU + CPU interposer) can hit **1500 watts**. So, the regular cooling applied to any system would not manage the processing of the GPUs resulting in problems. **SMCI, builds complete liquid cooled AI Clusters specifically optimized for, NVIDIA** Blackwell GPUs and High-density rack deployment. Thus, maximizing thermal efficiency and maximizing performance cycles which enable hot-aisle containment and rapid coolant loop extraction. **For not tech types it means it runs very, very fast** and can only do so because of **SMCI.** **SMCI’s** patented liquid cooling enables companies using Nvidia, **(like Tesla, Meta, Open AI and others**) to maintain higher sustained GPU Clock speeds, with lower power consumption which means lower costs. SMCI also **enables companies to pack more GPUs per sack, providing better reliability with reduced failure.** ***And why does all this matter for Artificial Intelligence?*** *Because* ***AI datacenters*** *want to pack the* ***most GPUs*** *it can per square foot and* ***SMCI’s liquid cooling*** *allows for keeping a double and more compute density per square foot.* **And this is why** Nvidia and Supermicro is the “**megatrend pairing”** in Artificial Intelligence Infrastructure and, AI is used heavily in Defense, Medical, Industrial, Engineering, everywhere, and it is just getting bigger, faster, stronger, and better for the planet and the human race. So, get on the train or get out of the way for down into the valley and over the mountaintop, SMCI and Nvidia are moving the goal post.
*(continued)* *Now how does this tie into* ***SMCI and just as important NVDA.*** NVIDIA Blackwell (B100, B200, GB200) is the successor to Hopper (H100) and is currently t**he most powerful AI chip in the world**. **What does it have that others don’t have ?** **1. Double the performance of H100** * Massive increase in FP8, FP4, and tensor throughput * Better at training trillion-parameter models * Faster inference for LLMs like GPT-5/6 **2. Huge memory bandwidth** * Uses **HBM4 / HBM3e** (depending on configuration) * Critical for extremely large models that require rapid memory access. **3. NVLink 5 / NVSwitch** * Allow **thousands of GPUs** to share compute memory like a **single giant GPU.** * Perfect for hyperscale training (OpenAI, Meta, Tesla, etc.) *So, without the Blackwell,* ***TESLA, META and Open AI can fuhgeddaboudit. And top*** it off with being designed to be more energy efficient per FLOP and we have the winner.
Am not so much down as you but investing around 45K that is now 40K, YTD losses is around 5K as of now hoping it will go back up soon before the March 2026 crash which is historic during every new presidential term..i will safely invest in APLD, SMCI may be some rare earth stocks just split it between MP-USAR-CRML-UUUU for sure these will be worth near long term
SMCI selloff makes questionable sense - sure, it's possibly running on borrowed time as far as the AI market goes. But AI or no AI there will always be insatiable demand for generic white box rack servers to supply the datacenter compute refresh treadmill, and SMCI is king of that market. AI mania is just an extra layer or three of of icing on that cake.
LOL @ SMCI…. -36% in 30 days? Shit son…..where is your helmet?
well, Cats have been basically completely dominating bears. Bears typically posted the most, but cats are sedentary creatures who only prefer to post during happy times. My suggestions is to simply keep buying SMCI and AMPX at the above ask price. https://preview.redd.it/37mfxntpx11g1.png?width=247&format=png&auto=webp&s=0a0cf751005d4e7bfd7ed2661d7e8b96a9442af0
I bought some SMCI puts just because I swear that biz will dump until i sell shares regardless of the rest of the market and I really dont want to sell my shares at the price they are at.
Just a normal Thursday for SMCI gang
SMCI on its way back to 30 dollars a share
Almost that time again. Waiting for SMCI to drop below $30 and load up again.
SMCI and FIGMA - I will never get my money back right.. gotta wait like 10 years
Should I invest in the Inverse LETF of RGTI, IONQ, QBTS, MSTR, or SMCI?
Bought more ORCL and SMCI today. Time to recover. ORCL $300, SMCI $50
market sure is trading like the AI Data Centre Capex boom is being questioned hard. Bearish patterns all over the NVDA IREN NBIS SMCI type stocks.
SMCI to 60 3w ago before it shidded itself with the macro
He doesn't do alerts. He does more in depth due diligence, though, if you want those details there is a pay for substack he has where he lays out his reasoning and research in depth. He has baskets of themes of stocks. But, generally, if you pay close enough attention to his public X account, you'll get some of his better picks mentioned, maybe a little later than the ideal entry, but his plays still leave a lot of time to develop and run. Most of his plays are things he's more likely to stay in for at least 2 years. He's not pump and dump alerts guy, he actually picks stocks likely to perform well in the coming year or two. His general rule is if a stock has 10x'd, he sells most of his position due to concentration risk. He did that with $SMCI and it still ran to quite a bit higher, but ultimately it still turned out to be a pretty decent exit considering what it did later... I think anyone should be happy with something that ends up being a 10 bagger in just 2 years, sell out and don't look back. And yet my dumbass keeps thinking I'll eventually master SPX 0DTEs...
Coreweave is the next SMCI. I think the actual numbers might look even worse in reality without the accounting magic.
$SMCI for the love of god stop going down!
SMCI the worst performing ai chip stock out there. Killing my port
SMCI is the most undervalued stock in the market right bow
SMCI back under $40. I'll buy again at $28-30.
https://preview.redd.it/gm5hv1msgl0g1.jpeg?width=1080&format=pjpg&auto=webp&s=5a26289d2e794769e86a37bd1ffebc4517671cec Recently on SMCI
Most will agree Dell is 10x better than SMCI at its current price point and future potential.
Coreweave and SMCI are absolutlkety fucking me rn
Hey guys hahaah good thing I didn't sell my SMCI calls when they were up 90% - great thing I fucking diamond handed them until worthless FUCK
SMCI looks good at this price
Biggest tickers this week: MRVL, CIFR, BETR, OPEN, SMCI.
Follow Citrini on X, or, from the sounds of it, he has even better/more in depth info on his substack. Guy has a knack for coming up with good names to buy, often part of 'themes' of what things seem to have the best looking future for the next couple years. Coming out of 2022, he recognized the AI plays, and some of the lesser-known names he got onto at that time were outstanding. $SMCI was more than a 10 bagger before he got out. He also saw the $SVB collapse and was short them months ahead of time. Sometime in 2024, he came up with "$CLS is giving me $SMCI vibes from 2 years ago" and sure enough, look at it now. It was probably in the $30 range when he mentioned it, and the sucker is over $300 now. Another 10 bagger when you hold for a year plus. SMCI and CLS, as I understand it, are data server plays, so, basically, infrastructure for AI among other things. NVDA is the chip maker, these other companies are infrastructure. His latest is a couple different robotics companies, as he sees that as the next thing that will get pumped with the AI theme. Integrating AI with robotics.
I was in SMCI when it crashed to $17. It was the most stressful time of my investing life. They continue to make promises and not follow Through. To me, this is a no touch stock!
IT is fine, if you dump before earnings apparently, lol. This is where I went wrong. Always bought two weeks ahead, then sold the day before. Got greedy, and ignored my rule, and bought AMD, SMCI, PLTR, RIOT, HOOD, etc for this week, and got fucked!
This is $CRWV puts, right? Every other mid-cap AI stock is dumping like there's no tomorrow ($IREN, $TSSI, $SMCI, $ARM)
Data centres getting stomped on. SMCI just being Smci, will buy when it’s $20
The 45p 11/14 I bought for SMCI on Monday is looking good
Is there a CEO that doesn’t look like he has a cuck chair in his room? (Elmo, Karp, Saylor, that dude from SMCI)
Why when people have raised the price to $64 on SMCI and rating to buy is it still in its $40s I truly don’t understand. It’s a solid company with new deals that should be pushing it up. Who’s fighting to keep it down and why?
Top 5 most fraudulent stocks 1. Tesla 2. Palantir 3. Carvana 4. Microstrategy 5. SMCI
You could of gotten SMCI cheaper when it goes to 30
rate my portfolio: 100 shares PEW @ $8 100 shares META @ $666.30 100 shares PYPL @ $66.75 100 shares SMCI @ $41.40
SMCI NBIS AND FUBO are having their way with me 🤦🤦🤦
fairly average trader , you speak the truth, With a good mix of ETF's and Solid Safe Performing Individual Stocks, there is no reason you can't have a little edge over the S&P500. I have beat the S&P500 9 out of the last 10 years. 2022 the S&P500 was DOWN 19.44% , I was down 23.5% .... Live by the sword .... Die by the sword. My advice: Keep your expectation's real / 20% over 3 years is doing pretty good !! Hand Clap !! An ETF like VOO (that follows the S&P500) has had returns of , 2023... VOO up 26.32% S&P up 26.29% / 2024...VOO up 24.98...S&P up 25.02 / 2025 YTD...VOO up 15.62% S&P up 15.65 The difference is Vanguard has a .03% annual fee, extremely low for an ETF !! That's $3 per $10,000 invested. I don't know what your portfolio is but, I have had VOO a part of mine since ETF inception in 2010. My returns over the same time period are 2023... up 35.87% / 2024 ... up 25.19% / 2025 YTD ...up 23.98% Keep pushing money weekly and monthly into the market NO MATTER WHAT !! unless of a medical emergency for your child. (but you should have that Emergency Fund set up as well) Don't have spare funds ? Dropping a Starbucks addiction can save you $100 per month. Higher deductible auto insurance. Stay invested 100% all the time. Don't sell out of a position UNTIL you have a replacement for the position you are selling in your account. Cash makes you 0% most of the time. Now some will say : That's Boring, YAHN !! buy and just hold stocks.... Well then do what I did, set aside a percentage of your portfolio to speculate, 5% 10% you decide , just so that you are comfortable LOSING 90% to 100% of that money. I still do this, I bought SMCI Super Micro Computer in November 2024, at $18.21 per share. It's at $48.78 today. I bought IONQ in March 2025 I paid $18.58 , today it's at $61.81 , those are not 100% returns overnight but they are pretty good. Now with both of these stocks I am trying to decide when to CASH out , or maybe I'll just sell enough to cover my initial investment (Take it off the the table), or 25% or 50% or 100% and move on to the stock you have already picked out to replace it, only you and your experience will know what to, and like someone before said, sometimes they turn on you and you ride your profit all the way down to a net loss on the position, OR worse they go out of business (look up Celerex stock, they designed one of the first credit card readers, I got in right at the beginning, was up 1000% but bugs and infighting in the company caused delays in production, and then BOOM , someone else (I think it was VISA or VERIPHONE) came out with a working one first...I rode it down to $0 Been there done that.
IONQ reports 39 mil earnings + 1bil loss, and pumps above 20 bil dollar valuation SMCI reports 5bil earnings and drops 10%, Joke market
MU was not exactly alone. WDC and STX were also way up today, even while NVDA and SMCI were down.
SMCI beat earnings by .09 and still dropped 12% today. Still hasn't recovered from the tarriffs in Q1 either. I know I shouldn't full port with the last of my money's... would mean two whole shares at this point!
Does SMCI make the engines on the MD-11 or something? Jeez
I sure hope so. SMCI is a good company with a good product. Unfortunate that their criminal c-suite love doing shady financial accounting. They should be making a killing during this AI boom.
assuming your guess for SMCI is wrong. IONQ must be right, right? 50%.
SMCI leaps - it will definitely go up in the next 3 months
Fine, if the market is going to put them on sale, I'll buy. Just bought 6/18 calls in DELL and SMCI. Don't screw with me again, SMCI.
SMCI is going to be flat by open 🤣
Who the hell is buying SMCI at 43…you could of gotten it cheaper under 40
SMCI stands for: S - Suck M - My C - Cock I - Idiots
Sold all but 5 shares of SMCI. Now it'll feel good when i see it dropping in my portoflio.
SMCI, why even cook the books if you make them taste bad?
Are SMCI and HIMS the same stock ? lol both can’t stay above $60 for a few days
1. Bill Hwang still in prison 2. the economy 3. SMCI missing earnings
Someone explain to me why is SMCI announcing bad pre earnings to get clapped once there and then again during earnings ??? whats the point of this
So you’re just gambling on earnings lmfao. AMD is flat pretty much so those won’t be doing shit. SMCI congrats I guess. Good thing I don’t own any of those stocks so I could care less
AMD and SMCI puts 😤 doubled my nut tonight but keep that mouth open for me i feel some more a comin'
Pretty much everything in my port but the SMCI beating was the worst.
Someone wake me up when SMCI is 40 and PLTR 175…hopefully I won’t be in a coma
Thing about SMCI is you can never trust what they say or what they guide. They always over-promise and under-deliver, how many misses is that?
Took a hit gambling SMCI calls but small price to pay vs what's coming
Just let SMCI gap down back to the 30s