SMCI

Allout-Okarun

Some poor souls were holding SMCI calls today, pour one out

ahx3000

SMCI hasn't yet collapsed because of the Jensen lifeline 

MisterSauz

SMCI yolo?

MisterSauz

SMCI is free money tomorrow

MushroomStunning3947

7/17 SMCI 30calls !banbet SMCI 30 14d

vermilli21

Why is it every time I heard about SMCI, its them doing some shady shit LOL

Darkwolf22345

SMCI - it’s gonna move, just not probably in the direction that helps me

Imaginary_String_814

SMCI investors must be some different kind of addicts 

pineapplekiwipen

imagine putting money into a scamco like SMCI

BlatantPlatitude

Why is SMCI playing hard to get, it’s hot and then it’s cold idk what to do with my calls

Cool67Comfort

 I am looking at the order books right now, and I’ve been analyzing the actual raw data coming straight out of Taipei. You guys are literally throwing your shares into the mouths of greedy Wall Street algorithms just because of a scary headline. Take a deep breath, stop crying, and read the actual facts before you ruin your own portfolio! I am heavily positioned here, and I am not sweating a single cent. Why? Because I actually read the fine print while you guys are busy panicking: NOT A RAID ON SMCI: The Taiwanese authorities are NOT prosecuting Super Micro. SMCI is officially listed as a cooperating party. They are actively helping the police clear things up. THE REAL TARGETS: The investigation targeted 6 private individuals and 3 local entities, including a third-party distributor named Albatron. These are malicious middlemen who allegedly manipulated papers back in May. OLD NEWS IN NEW SHOES: This is just an extension of the investigation we already knew about from the spring. There is ZERO brand-new fundamental damage to SMCI’s core business. THE LEGAL REALITY: In Taiwan, exporting these chips isn't even a standalone criminal offense yet. The prosecution is investigating forgery (manipulated export paperwork). It's a bureaucratic issue caused by rogue ex-employees and shady middlemen! I just used this ridiculous 'Flash Crash' to optimize my position because I know an overreaction when I see one. Look at the After-Hours right now—we already bounced back over $28.45 (+1.1%) because the smart money is buying your cheap shares. The institutional bots triggered a massive stop-loss cascade at 2:00 PM EST, and you guys fell for the trap. Stop staring at the 1-minute chart, close your app, and let the market recover. We are holding the line! 

cbusoh66

SMCI is about to lose its auditor, again.

JohanLiebert92

SMCI need to make a film, I'd deffo watch this shit 💀

Crazy_Donkies

If you own/owned SMCI and lost money despite the 4 prior issues, you deserve every penny you lost. Not even kidding.

Ok_Winner9825

They gonna make a movie about SMCI one day

diefy7321

SMCI please go down to $25 and I’ll buy this time I pinky promise lmfaooo

cannythecat

How is SMCI still in the s&p 500

LosingEveryWeek

Well considering that 2h40 ago this news broke not sure gonna be long semis anymore **Taiwan expands chip smuggling investigation with a raid on SuperMicro (SMCI) office.** **Mkt cap** **\~$18B** **ASIAMARKET REACTIONSMCIDOWN AFTER NEWS1m -4.2%15m -4.9%30.35 → 29.09 → 2**

taffy_laffy

one day you'll wake up and SMCI is trading at its fair price of $140. when that happens, no one knows. but some retard out there will turn 10k to 1m on it. it just won't be me nor you 😔

FeverTreeCloud

LOL, SMCI got raided by govt for investigation It's like Enron but with 9 lives

Valkorion335786

Do ya'll remember when the fate of SMCI calls hinged on them filing their 10-K correctly on time? And they kept delaying LMAO

Kaucer

SMCI calls have literally always printed after a dip, more free money

PossibleLack835

is it finally time to buy OTM calls on SMCI. this has to be the last bad news right???

rx29mw

People acting like SMCI doing shaddy shit matters lol

Mrsir300

SMCI is actually crazy - I don’t follow that ticker but every few months that company is being investigated for something 😂

ExecutionerKen

Per article Taiwan doesn't currently treat AI chip exports to China as a crime. So while they can prosecute under other existing law, the punishment is probably very light for what it is worth. SMCI probably will bounce back sooner or later, anyone who touch this stock know they have a long history of fraud but remains as one of NVIDIA's most used partner. Who knows if what they do is under Jensen's directive.

RougarouGumbo

SMCI puts

stuntondeezh0es

Jensen Huang: SMCI should probably get their shit together SMCI: how about stfu and send me some more chips to smuggle

cbusoh66

There's always another shoe to drop with SMCI, the never-ending fraud saga continues...

patmccock86

Super Micro offices raided?? LMAO SMCI TO 0

Darkwolf22345

People ask if I like pain, then I tell them I own SMCI. At the point they feel sorry enough for me

Such-Ice1325

SMCI: Watch I can get lower

Weak_Emu3659

SMCI harsh reminder to pay your monthly bribes

2QuarterDollar

SMCI mafia / cartel incorporated

After-Question3165

SMCI Taiwan offices getting raided for smuggling chips lmao

mousepop321

Noooo the Taiwan government raided my SMCI factories 😭😭😭

rapsfan1515

Will SMCI raid hit semis?

Such-Ice1325

SMCI got rekt again. This shit is old news

TokXill

Shorting SMCI

WSB-mods-are-

SMCI janitor tripped over the power supply in the server room. A slide whistle and horn played in the background when he fell.

poozyfloor

seems like SMCI is an easy short

cryptopolymath

Is $SMCI still a cautionary tale? These guys get raided more than a speakeasy during Prohibition.

Pr_Master27

Good entry for SMCI if you have balls

throwaway9gk0k4k569

The market seems to think this is a buying opportunity for SMCI, so sure, why not. I bet they five a couple of dead hooker bodies in the server crates and it'll still go up.

TheSeeker331

Lmao not $SMCI being raided. One of the most fraudulent stocks on the market 🤣

RougarouGumbo

Didn’t SMCI just dilute too? What’s it going to go to now? $10? 😂

LiamPhlegmsworth

Someone at SMCI must have really pissed off our rich overlords. In the era of everyone cooking their books those dumbasses are the only ones ever raided

Adventurous_Plum3586

Possible dip with nvdia bec of SMCI?

jnas_19

SUPER MICRO $SMCI OFFICE’S RAIDED AS TAIWAN EXPANDS CHIP SMUGGLING PROBE - Bloomberg

throwaway9gk0k4k569

SMCI is a major buyer from Nvidia. It would actually fuck them hard and be a major AI trade negative story if they couldn't sell anymore. To such an extent that I think they are too-big-to-fail for Nvidia. Also, Trump bought or traded the stock recently, and freedom is just a bribe away! Or maybe they really are fucked this time. I don't know, but the stock is already bouncing back. Buy the dip crackheads.

kjl8921

Cooked books, date night with the FBI. SMCI is done

GrossFleshSack

Will this SMCI stuff hurt NVDA too?

NOT_A_OFFICER

SMCI?

Neemzeh

SMCI puts free money? wtf

azkxv

Honestly this might be a dip buying opportunity for SMCI. No matter what bad news they take they ALWAYS bounce back. Like fucking clockwork.

MarthaJulietta

This SMCI raid may be a slap on the wrist and completely immaterial or it may become a huge deal with export and sales bans yada yada

miss_L_fire

Yikes SMCI

ILoveWesternCenter

SMCI always got some bullshit legal troubles lol. Just dissolve already

WSB-mods-are-

SMCI didn't even report earnings and missed them

bigboyvapesinc

Lmfao did SMCI really just get raided in Taiwan

nordik1

aaannddd SMCI is gone

Candid_Payment_4094

SMCI is a landmine with their shenanigans

GrossFleshSack

SMCI??

azkxv

SMCI offices raided by fbi apparently lolol

perceptive_AI

SMCI got added to SP500 and is down 74%

MarthaJulietta

What just happened with SMCI??

MarthaJulietta

What just happened with SMCI?

toydan

\*SUPER MICRO $SMCI OFFICE RAIDED AS TAIWAN EXPANDS CHIP SMUGGLING PROBE classic $smci

Feisty-Basis7903

SMCI?

GrossFleshSack

NVDA, AVGO, and SMCI struggling today. At least Nvda showed some strength to start the bounce back.

Spac55

$AMAT DOJ investigation for China illegal shipping, similar like $SMCI Is it over ?

verified-trader

**BanBet Created** ▲ | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **SMCI** | $31.00 (above) | $29.86 | +3.8% | 23h 60m |

Krakelito

!banbet SMCI 31 1d

Suspicious-Leg9485

SMCI is looking interesting 🚀🚀🚀

904Funk

We playing SMCI earnings next month?

oknBagholding

Did SMCI ceo say the N word??

GrossFleshSack

Everyone celebrating like market is going to be up on Monday open. I hope so because I have calls. But I'm worried about the money flowing out of equities that has driven the treasury yields down, I'm worried about Warshs potentially hawkish speech. I'm worried about high inflation causing economic tightening(rate hikes). I'm worried about a pullback from extremely high valuations(maybe we already got it?). With Microns insane earnings I feel like maybe the ai/semis sector brings us to all time highs very soon. I have NVDA and SMCI calls.. next Monday and next Friday.

Ok-Emotion-7959

SMCI has burnt for me $30k. The guy that claimed it was all fraud is no longer posting. Avg price is 86/share. It’s gonna take a while. I’m doing some short time trading on this to recoup something. Buy @ 28ish and seek at 31ish. Every little bit helps. If it hits 40 again, sell short

vike42

Bitcoin. Also I’ve made and lost a lot on SMCI.

LogNo7143

SMCI

MarthaJulietta

Yeah I am devastated on VITL absolutely lost my whole ass- all the calls I had have gone to 0 and the shares are down 65%. Thats why I had a gigantic margin bill to pay off. PYPL I'm down on but I've been averaging down a bit as I paid the margin and its not toooooo bad and I want to buy a lot more around 40. I've been nibbling at ABDE UBER SMCI RDDT as well and pretty much the whole suite of them are up today. That said I'm mostly bitching to bitch and theres a good chance they all fall to lower prices in the coming weeks.

tomgreen99200

SMCI

yeshihelloyesthanku

SMCI. Cost basis of $72. Had 120 shares that went to $122 a share. Didn’t sell. Stock fell to 20ish a share. Still hold. Stock recovered to 60 and change a few weeks ago. Debated on finally selling at a loss. Still held. SMCI back under 30 a share as of today. Good times.

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?