SMCI
Super Micro Computer Inc
Mentions (24Hr)
340.00% Today
Reddit Posts
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
~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.
Mentions
The bond market is way bigger than the stock market. SMCI is junk rated and does not want to pay 9% to 12%. They have a history of fraudulent accounting .
SMCI has to raise capital because they just booked their entire last year’s worth of revenue in just the last few weeks alone. If the company wasn’t so shady this would be the most bullish sign I’ve ever seen. Good luck
SMCI = Super Mega Crap Investment
LMFAO. 40 Brillion per year and you still have to dilute. This is what 3% Margins get ya… 🖕SMCI I was there through it all… I know.
Part of the selling now is precisely because of that supply that will hit the market. There are also a large number of treasury auctions this week. Combined with all the capital raised by GOOG, META, SMCI and others it’s creating sort of a liquidity drain. Money managers need funds to allocate to SpaceX. It’s going into Nasdaq 100 and it’s already over allocated. Meaning there isn’t enough supply for them before it trades publicly. Many funds will be forced to buy it in the open market. They don’t know how much they need. Profit taking has been coming mostly from the biggest performers ytd. And that is semis. Once the SpaceX IPO clears and we see the market reaction, it should calm markets. Both because the supply has been absorbed but also because it will be a tail wind for sentiment. If it fails badly, expect more weakness in markets.
SMCI is trying to get as much liquidity from the market before it dries up. I won’t touch that fraud other than shorting it. Anyone holding that long term thinks they have another Carvana. Carvana fraud somehow worked. I guess cars salesman are just that good
SMCI equity offerings are always wild for momentum plays. The stock usually gets hammered on dilution fears initially, then you get these violent bounces as AI hype kicks back in. The trick is catching the reversal early when volume starts spiking. I've been running the momentum scanner during market hours and it's perfect for this kind of catalyst driven action. Fires alerts within seconds when volume explodes before the move becomes obvious on the charts. The AI component is clutch too because it pulls the news context and tells you if the volume surge is news driven or technical. With SMCI's float and the AI narrative, this could easily see 20-30% swings in either direction once the market digests this. Definitely keeping it on my radar tomorrow morning.
And I'm sure SMCI will do worse, but a 10%(so far) temporary drop sounds like price for Google to raise 80b.
Jarvis, recalculate the simulated open on my SMCI calls. Those numbers can't be right.
thank fuck the limit order on SMCI calls didn't fill when it was at 40 today, and I canceled it when I did.
Did SMCI shoot down that helicopter????
SMCI, the company that said they won’t be changing any of their shady accounting, and whose execs were arrested, has just announced a $7B equity dilution. COPYING THE GOOGLE PLAYBOOK. Bols: this is somehow still bullish, let me tell you why
Who is still buying SMCI? That company just screams scam every time.
SMCI doing a shelf offering too now. *You get to loot retirement accounts.* *You get to loot retirement accounts.* *🫵 get to loot retirement accounts.* *Everybody gets to loot retirement accounts!*
Thank fuck o sold my SMCI calls at close
Bro wtf is up with SMCI 😭😭😭
Why tf did SMCI just nose dive
SMCI 7B share offering (dilution)
SMCI shitting the bed as usual
SMCI is so trash. All it does is steal my SOXL gains 😡
If you guys ever want to see biggest circus in investing world , give a read to SMCI sub. I have never seen so much stupidity and naivity. like crazzzzzy amounts of desperate morons who think world is agaisnt them and its not their fault they picked one company that is under water in sector that is booming for last 3 years
The market is so mean to poor SMCI 😭
I feel like last few years in this market that reputation doesn't mean much. I saw SMCI dropping to 20 after lawsuit and it is already 45, I don't understand this market at all and won't pretend I do
with SMCI, the issue runs way deeper structurally. We’re talking about alleged accounting red flags and the serious risk surrounding a DOJ investigation into potential export control violations like former employees allegedly smuggling gear into China
INTC to $150 EoY SMCI to $56 before next earnings and to $66 arfer er
SMCI is going to $56 before next earnings and to $66 after er
I demand SOFI and HOOD announces a deal with SMCI and AVGO so I can get rid of all these bags
Because the market would punish the stock heavily for that. Look at SMCI all time chart for an example of what happens when you cook the books
Anyone have $SMCI calls for mid July?
Can't believe how little SMCI is mentioned around here right now for being so ingrained in the semiconductor space. If they manage to tidy up margins, fucking hell it could triple in a heartbeat. I mean they're pulling in 40B in revenue on a 25B market cap, yowza
Thank god for my SMCI puts. Been rolling em’. MONEY
SMCI has support at 39. Not before. Wait for that price in Monday
Dell is actually crazy to me. They're building the entire AI infrastructure, they're #1 in server market share, and while SMCI is under federal investigation — Dell literally has direct access to the White House. Michael Dell sits on Trump's science council and they donated $6.25B to Trump Accounts. The government contracts will just keep coming.
Dell is actually crazy to me. They're building the entire AI infrastructure, they're #1 in server market share, and while SMCI is under federal investigation — Dell literally has direct access to the White House. Michael Dell sits on Trump's science council and they donated $6.25B to Trump Accounts. The government contracts will just keep coming.
I always remember how much of an idiot I can be by trying to be smart: I sold a bunch of shares of Five Below because I thought it was a dumb hold (my advisor at the time clearly didn't), anyway, I sold many moons ago at like \~$190, thought I was hot shit, because soon after it dropped to sub-$100 and lower. I just checked, after yesterdays massacre it's at \*drumroll\* \~$190. And then, I fell for total FOMO and bought SMCI (yes, super micro computer, the guys that sold you pc gear in magazines as thick as dictionaries in the 90s) at like \~$790, just a few shares, but man, I HAD to have them. Six months later I called up and said I HAD to sell that turd at \~$500. Phew. Ok, actually I did OK on that, but it's still around \~$41 today (after split). LSS:TL;DR I suck at selling at AH. I could blame myself, my people, the tools available to me, but honestly, I think it's my lizard brain hording shit. Trimming NVDA at 236 and buying back... total play at this point. You could telegraph it like a sports play. Instead I just hold because it's safe, and, well, it usually works out. The companies still make shit, they still make money, the sky is not falling (...yet). I'm at \~+10% after 5 years. I picked one good stock in that time, NVDA. Some AMD, some Intel, blah blah, should've bought more. Honestly. Money on the sidelines does nothing. I have however, built up some emotional resilience to the entire thing, which feels almost as valuable as gains (maybe?). I lost $15K, probably one of the biggest single day losses I've seen, on Friday (6/5/2026 early Fire sale day) and I didn't even bat an eye at this point. You do make an extremely good point about the time. The amount of time and energy I spend ruminating on the stock market is troubling, when as you point out, I'm also doing about as well as the Index.
Obsessed might be the wrong word for it. More just have faith and understand the outlook shift. HPE DID go up 100% pre-earnings BUT their earnings adjusted their yearly outlook to their 2028 goals which, depending on what quarter in 2028 they are referring to, is 1.5-2.5 years ahead of schedule. For a company whose main concern is competence and the capex on the Juniper acquisition, as well as them literally hitting 64 in the AH market before opening at $60, I see no reason HPE dosnt make it to $70 or higher by Q3. They have the numbers, they have the momentum, and they have the attention volume to do it. Their swings %s have been averaging 4-5% in whatever direction so the volatility is there as well for entry level investors. The only bearish thing I can think of is an accounting scandal like what happened to SMCI way back, or the AI trade dies which, if that does happen, we have bigger problems than HPE.
SMCI FY26 Q3 revenue: $10.24 B (+123% YoY) SMCI cap: $25.04 B PLTR FY26 Q1 revenue: $1.63 B (+85% YoY) PLTR cap: $325 B 🤔
SMCI FY26 Q3 revenue: $10.24 B (+123% YoY) SMCI cap: $25.04 B PLTR FY26 Q1 revenue: $1.63 B (+85% YoY) PLTR cap: $325 B 🤔
MU, NVDA, AMD, SMCI all would have made him more with one trade and did nothing. He even touched NVDA which would have netted him 10x if he turned his brain off.
Yeah right now I am playing puts but once I feel like MU dipped enough I am gonna go in on MU MRVL and SMCI and ARM/AVGO but idk
Ok. I’m buying SMCI, SK Hynix, MRVL and RDDT Maybe MU once it hits 750 or lower Pray for me
Bought puts on SMCI and it immediately stopped crashing
Why yes, I would like to average down my SMCI calls
Google. NBIS. RBRK. TSM. AVGO. Riskier APLD/SMCI. AMLX pharm is a good one. Walmart. Please stop throwing away cash being greedy.
Anyone thinking $SMCI calls for mid June?
MU is about to pull an SMCI back too 200 for you guys 😆
Guess I'm no longer a trader and instead am a longterm $DRAM and $SMCI investor
Yeah I'm ditching my QQQ lite product in my 401k for the SMCI world ex US.
Is there a play this year with $SMCI or is it going to sit around it's current price range of ~$46-47 until Q1 2027?
They just announced a 2 billion dollar deal with SMCI. Bullish. Bought 500 shares as a starter position.
Please SMCI, break $50, I’ll sacrifice a goat need be.
$SNDK just turning positive cash flow, is it worth 4200% return last 1 year move ? Spin out from $WDC, still burning cash $SNDK, 33 to 1800, Move 4200% https://preview.redd.it/9r8u5a6zma5h1.jpeg?width=746&format=pjpg&auto=webp&s=6b799b21d4787733538e2117667075c9ff54dd1f What a Algo scam, worse than $GME $RIVN $TLRY $SMCI
Why did I paper hand SMCI. That shit just gonna recover and fly
Cmon SMCI break that 47 dollar resistance
SMCI showing some real strength, only wish I averaged down my calls this morning
Damn SMCI didn't even give me a chance to average down my calls
Ah. Yeah, I don´t have Nvidia and sold SMCI last week. So no worries, it´s fine. (best of luck though mate; looks like a tough day)
some stocks im considering at this nice discount with yesterdays dump + exteded hours SMCI -13% CLS -13% USAR -12% DELL -8% MU - 6% MP -6% all stocks that move up just as fast
Somebody on this thread advised me to buy SMCI to make good money
Ok today: need MRVL to pop 20%, MSFT 7%, SMCI 10%, WTI 5% 📬
If you bought SMCI stock at $20 you can already lock in your profits 👍
Gonna go for the SMCI calls soon here. We’re getting close to the longer term MAs and trendline. Could dump some more and get kinda nasty looking for a shakeout so I’m gonna let it get nasty before I buy.
my SMCI calls expire on friday and need $48. do I have any hope?
Think any calls will hit for SMCI this summer?
AVGO bags added to SMCI bags to HOOD bags ... I'm the king of all retards
Added to SMCI 2027 leaps and Nvidia 2027 leaps today
MU is the new SMCI Terminator stock pumped up on gamma When it does crash gonna be epic The upside though is i dont think MU is a scam company, SMCI is
Legit the only reason why I'm not fully porting into SMCI right now is because they logo has been made in paint in Windows 2000
I didn't know SMCI made bags
I almost bought SMCI yesterday
Is marvel or SMCI speaking tomorrow at computex?
Pour one out for the people who bought SMCI
Dip and rip in the first hour. MRVL, NVDA, SMCI. After that it will remain flat and will flip to regular scheduled green AH
Why is SMCI going down? Is it not AI?
Please algos set your SMCI sell limit at $55
Gorilla Technology Group Inc. (NASDAQ:GRRR) has closed an artificial intelligence infrastructure supply arrangement valued at approximately $2 billion in India with Super Micro Computer Inc (NASDAQ:SMCI), covering delivery of 20,736 B300 cards, 5,120 B200 cards, networking equipment and related infrastructure to support Gorilla's Yotta AI project. Down 20% premarket due to announced pricing of $107 million aggregate principal amount of 7.50% Senior Unsecured Convertible Notes due 2031
Curious to what's the thinking here regarding Super Micro Computer, Inc. (SMCI) before I get in [](https://www.fool.com/vip/investor-alert/reports/smci-investment-report-202509?utm_source=yahoo_report&utm_medium=affiliate&utm_campaign=Foolcom_Yahoo_Reports&utm_content=Is%2BSMCI%2Ba%2Bbuy%2Bnow%253F&utm_term=SMCI&source=isaedirep0000001?partner=yahoo&utm_source=yahoo)
SMCI got investigated by DOJ, FTC, for many old executives did fraudulent shipments to China NVDA promoting SMCI many times before, like NVDA CEO promoting MRVL. [https://www.youtube.com/watch?v=VOdVO7qMzZs](https://www.youtube.com/watch?v=VOdVO7qMzZs) But in realistic, how MRVL earnings last many quarters, similar like SMCI ? https://preview.redd.it/rsoowd22dz4h1.png?width=780&format=png&auto=webp&s=5cd0c60463b18c3e005b9788f3b0fd6b6cb13e8b
SMCI to 100 before EOY. Take it to the bank, regards.
Before $NVDA promoted $SMCI, both CEO participated many media appearances, you can see them together many times. But SMCI did fraudulent behavior of server racks, by pass US regulators, shipping to China fraudulent way. SMCI crash after that. Now NVDA CEO show up at MRVL media drama to scam all investors sentiments See MRVL last 6 quarters earnings, GAAP net income https://preview.redd.it/h0nlawfg9z4h1.png?width=780&format=png&auto=webp&s=e50543cc2b832ff3bdf6a04df1af22e3d81eede7 Is it looks like AI earnings?
a lot of old slow moving heavy dogs in your list, let me raise you MRVL, ARM, DELL, HPE, AMD, MU, and mf SMCI, yep fraud micro smuggle my chips in.. surprising moves recently to say the least.
Praying DRAM and SMCI make me rich 🙂
SMCI apparently starts shipping CPO-switches end of 2026.
These are printing nicely. I remember trying to get my coworker on the SMCI wagon long time ago. He was too busy in the meme stocks though lol. https://preview.redd.it/942340zrax4h1.jpeg?width=1080&format=pjpg&auto=webp&s=b1a597d3f3d7183b867f0f21b2248a0b5a4bc613
SMCI has been banging. Still trading at less than 1x TTM sales. Crazy no one's buying that.
Isn't this also what SMCI has been doing?
Fuck yeah, glad someone else is paying attention. I would’ve bought more but I stupidly bought SMCI earlier this morning and sold today for .41 profit lol now I gotta wait for funds to settle tomorrow.
Thinking about getting SMCI calls for 8/21 Am I too close to earnings at the beginning of August, or is that enough to avoid majority potential on IV crush? IV already at 90%+ on all strikes