SMCI
Super Micro Computer Inc
Mentions (24Hr)
-78.26% Today
Reddit Posts
Nvidia ($NVDA) without Huang: what the filing says, what two analysts argued, and how big the move really was
Jensen Huang's shock reverberates across the market. Super Micro (SMCI) stock falls 12% as a DOJ probe eyes Alice Huang links.
Supermicro quadrupled revenue to $19.9bn and earned $1.6bn last quarter. Cash from operations was still negative (−$434m), and the full-year guide implies smaller quarters in the second half
Stocks UP pre-market after Democrats sweep Congress in repudiation of Trump
I know there’s no crying at the casino but damn this hurts
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 $
Mentions
Just wanted to add this for your confluence: [https://www.reuters.com/business/ai-stay-dominant-force-behind-us-business-investment-2027-goldman-says-2026-11-12/](https://www.reuters.com/business/ai-stay-dominant-force-behind-us-business-investment-2027-goldman-says-2026-11-12/) GS says another 1.4 TRILLION in global AI spending next year. I added to core positions in NVDA at 10.3 FPE and SMCI at a 3.8 FPE NFY.
What happens to SMCI now that his bff Jensen is out of the picture? Will they finally rip?
Hate or love it, you have to be buying SMCI here.
SMCI execs were the warning shot. Feds not fucking around anymore
What everyone is missing is the Democrats prob. Trump and his administration definitely was into it all. Chips were sold and eventually tariffed. If Rubio knew early of possible chinese links it was ignored. Basically Nvidia can get drug through the ringer like SMCI did. I honestly think this is why they now say well she's probably not a spy. Plus Jensen managed to get vendors to buy his chips by financing the companies to enable the buy. This is the problem and with him gone these deals may go away.
SMCI really can't stop smuggling. It's practically a company policy at this point haha
There was investigative analyst for a fund. I know that called around to a plethora of resellers who said they had each 100 and B2 hundred in bulk at a discount, as many as they would like. They said the only copy is that they would be coming with a Dell logo on them…. If u look at inventory of DELL, HPE, SMCI it is through the roof
The fact that you're being downvoted only gives me more confidence, I agree and will be buying some. If the AI bubble pop, SMCI has less downside; if it continues, SMCI has more upside.
SMCI needs to get rid of Charles and let their new CFO take charge. He sounded smart on the last earnings call
Super Micro (SMCI) said it "sold the identified servers in compliance with all applicable U.S. export and re-export control laws," adding that it didn't sell Nvidia (NVDA) chips to any company tied to the Shanghai data center.
SMCI to $0 now the the plug got axed
How's that SMCI position working out?
SMCI cooked the book so many time that it's a charcoal. How that company keep managing surviving despite repeated scandal is a miracle in it self.
I guarantee that this investigation into NVDA will pull shit up about SMCI again… unless of course they look the other way “They’re a totally legit subsidiary I swear Mr government”
Selling CSPs tomorrow on SMCI and FPS.
Alice Huang’s Megaspeed has never been a customer of SMCI so I’m not sure how they are involved at all
Yeah, reminds me of what has happened with SMCI and their legal troubles.
SMCI is not held up by NVIDIA. They produce products that use AMD and other companies!
Sell CSPs on SMCI. $24-25 is solid; despite the constant fraud claims.
SMCI is always a buy in the 20's; but unfortunately, they can't get past fraud claims. If Charles resigned tomorrow, the stock would be $50 overnight.
SMCI market cap equal to its next year quarterly revenue. Unless books are cooked it’s an insane buy?
I thought SMCI got the investor shaft. NVIDIA is 1000 times worse. It makes SMCI an angel
SMCI engaged in fraud? Shocked! Shocked, I tell ya!
Jensen should go to SMCI imagine what he can do
Nice, Alice Huang also getting probed by prosecutors; Uncle Sam wants the low down on SMCI.
Alice huang spying on both NVDA and SMCI should be considered an invasion of Taiwan by China atp.
SMCI denies MEGASPEED as a customer. Let’s get back to pumping
Fuck yup. Bought SMCI at 26 earlier
He is joining SMCI, let's go....
the fact that Jensen is Out... mean this shiet is bad and NVDA may frame him as a sacrificial lamb when the FED jump in their assets for illegaly selling tech to Chineses Companies, they can say it was Jenses "that lusty bastard did it all". like SMCI blame one the co-founders for the same shiet
Ladies and gentlemen black friday is on load on everything you can before the next rally, my picks are GLASS, NVDA, SMCI
Puts on $SMCI after DOJ probe into faking $NVDA purchases?
I'm shorting the market atm.. but the moment SMCI gets around 24 I'm going all in again with 1 year leap
I am now fully convinced that I alone control the stock market (SMCI is the only Ai stock I own at the moment)
How many times can SMCI get caught smuggling and still feign negligence? Lol.
Yes allegations, you know what those are? People looking into the possible ties in this whole mess. Allegations. Not accusations. Allegations, you know the word I used all that time. Yes related to SMCI in this nvda mess, just like the articles say. Separate inquiries. Sounds like youre interested in arguying and dont really care about reading first. Lets go back slowly. I said the smci that are known to cook the books and now under new allegations. Did smci get caught cooking the books or not? Yes (it was a while back doesnt erase that it happened and its not that long ago, unless you have the attention span of the avg tiktok user) Did SMCI fall on new allegations ? Well it seems like you can find dozens of article saying they did. Now allegations are allegations, which is the word I used because thats what they are and thats what the sources are saying. Just go argue with your inflated ego at this point.
SMCI this year gave super nano returns
Supermicro, Nvidia Reportedly Face DOJ Scrutiny In Separate Inquiries — SMCI Stock Plunges You denied and I have already provided 2 articles saying it. Smci got caught for cooking their books in the past, you denied and then admited it was a while ago, like it meant it didnt happen. And you deny there were new allegations against them, which you can fact check in a few seconds with multiple articles talking about it. What else do you want exactly?
SMCI helped smuggle NVDA chips to China. they are gonna get rekt
yo guys don't listen to me because I'm just a guy that makes a shitload of money trading, but SMCI is a great opportunity rn
I've diversified by investing in NVDA and SMCI
I only trade 50 shares at a time with SMCI. Makes me a little pocket money occasionally
Why the fuck is SMCI getting punished for this lol
The SMCI that is known to cook the books?
SMCI market cap is 18b while its quarterly revenue is 20b. Let that sink in
SMCI dropped almost 13% today on news that feds are looking into their books alongside NVDAs, meanwhile NVDA dropped 5% on the same news coupled with their CEO having yet another affair and being fired rofl.
NVDA investigation has barely started. SMCI is already suffering from it. NVDA has way more downside before it's over.
Nvidia the new SMCI I'm dead
Sold some CSPs on SMCI. No problem holding anything under $24. This too shall pass within the next quarter.
SMCI is always running some scam. I respect their hustle.
SMCI going down with NVDA. GOOGL the only clean A.I. chip maker
Everyone knew about SMCI already lmao, nothing's gonna happen especially with this DOJ
should I hold SMCI or cut my losses do you think?
I bought SMCI, down 12% today, I'm cooked.
SMCI getting fucked in the asshole LMAO 🤣 🤌
Singapore reports limited U.S. assistance in its Megaspeed probe involving Super Micro Computer, which is suspected of helping bypass U.S. export curbs on advanced technology to China SMCI Here we go again lmao
did SMCI also lose their CEO today? seems like the most obvious swing trade in all of the AI bullshit going on
**BanBet Won** — /u/ArkanenCastle (13W - 5L, 72%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **SMCI** ▼ | $26.70 → $25.90 | -3.0% | 9m | Won |
**BanBet Created** ▼ | **Record:** 12W - 5L | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **SMCI** | $25.90 (below) | $26.70 | -3.0% | Tue 11:48 AM ET |
lol, can't believe that timing. Got SMCI calls just before the news of some Singapore probe about them circumventing the China chip ban. Down 35 % in less than a minute. FFS.
who doesn't care what chips go into their book-cooking rack servers? SMCI
SMCI getting probed? Makes sense. They did have that investigation not too long ago. Sketchy space at the moment
So Jensen had $7 billion in chips flow into China. This is much bigger than everyone thinks. Shit, they went after SMCI and these guys are 100s of times worse!
why is SMCI priced like it's about to create cancer. sell off seems a little excessive to me.........
Nvda showing all signs of SMCI early days. There’s a lot to come
If any other company is involved - and SMCI is - this can get swooped up into a RICO situation very quickly
ugh SMCI is tempting me...
god bless the SMCI bulls
Seeing CRWV, SMCI and Nebius tank shows how many companies Jensen was CEO of 😂
Wait till SMCI/NVIDIA collusion comes out
i was so close to loading up on SMCI yesterday, oof
If Jensen leaves Nvidia I want to see him CEO of SMCI
NVDA has been cooking its books just like SMCI
Why wouldn't Alibaba's stock be affected as well since they seem to be involved? Also think about what Xi Jinping did to oust Jack Ma and have him resign when they claimed he criticized the government. Then all of a sudden Jack Ma fled to Japan and was in hiding for years. Most likely in fear. Who knows if they seized his money or made death threats, but we know that he abandoned the company because of the CCP government. Xi was threatened by his influence and probably scared of any coup. Would it surprise you if they seize companies then put in some CCP member to oversee the company, put in some CFO as CEO but they are just puppets. So in a way, you should consider that Alibaba is CCP controlled and they made the decision to get Nvidia chips through this Singaporean holding company. China bluffed like they didn't need Nvidia chips but then found secondary channels to get them like SMCI and now this. They seem to have a history of pushing founders/CEOs out to seize their companies ByteDance: Zhang Yiming - "voluntary" resignation Pinduoduo: Founder Colin Huang resigned as chairman JD.com: CEO Xu Lei stepped down in May 2023
None of that is new. SMCI and NVDA have been circumventing export controls for years and even ramped up once Trump got elected. Deepseek leaked videos made that obvious. That’s why it dropped so much Jan 2025. There was two options. Either deepseek created a high value ai with limited resources or the much more likely scenario that they had smuggled in and utilized SMCi racks and NVDA chips which was obvious based on their videos of warehouses filled with pallets of smci racks and NVDA chips.
This was obvious to anybody who paid attention. As soon as China was banned from buying all of a sudden Singapore was buying billions and data centers were popping up in Malaysia. Deepseek leak also showed pallets in warehouses of Nvidia GPUs and SMCI racks. Smci also got in trouble for backdoor sales. This was obvious and known to intelligence for a long time. Jensen pictures with the spy woman aren’t new either, I remember seeing them a while back.
Makes perfect sense why he was always cozy with SMCI now 😂
Why is my SMCI calls being affected by this :kekh: :kekh: :kekh:
How did Jensen banging a spy destroy SMCI :kekh:
Reads like SMCI to me. Just this year a bunch of their C-level execs were busted for chip smuggling through shell companies.
The only thing that could make this even more comical is if there was another fraud hit piece on SMCI. Let it all burn down lol
SMCI was recovering quite well today, absolutely smoked AH.
Nvidia turns out to be another SMCI
tbh SMCI also managed to escape the wrath of the government for pretty egregiously selling GPU's to China
See above. When has China ever given Nvidia favorable treatment? Your question was whether the OP is worried Jensen will be fired or Nvidia is “found guilty in an investigation where favorable treatment was received from China.” That “favorable treatment” premise seems grossly flawed. Nvidia was legally allowed to sell H200 chips to China and China refused shipment. That’s unfavorable treatment. This isn’t SMCI, where a law enforcement investigation found company officials were complicit in circumventing export controls. The law enforcement investigation already happened. It discovered the affair, not illegal activity.
**Supermicro ($SMCI) is shipping its next-generation H15 servers powered by AMD ($AMD) 6th Gen EPYC 9006 "Venice" processors, targeting cloud computing, high-performance computing (HPC) and agentic AI workloads.**
Buy SMCI. It’ll break 30 and fly.
But seriously this makes SMCI look like peanuts