SMCI
Super Micro Computer Inc
Mentions (24Hr)
600.00% Today
Reddit Posts
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 $
AI bubble or early retirement? Yes
Mentions
Dell is up 160% YTD. SMCI is down 2% YTD. You regarded or what
It's not about Jensen his dick wet, it's about Jensen getting his dick wet in a Chinese spy who was catalyzing the sales of AI chips to China through intermediaries like Megaspeed and SMCI, which could be as high as 20% of NVDA sales and which could prove that Jensen knew his chips went there
What a guy. Had a go at SMCI whilst selling directly to the Chinese 😂
Jane Street either got into high yield SMCI preferred shares for 2 reasons they will convert them to shares to either cover a short position or blow up other short positions by manufacturing a short squeeze. I hope for your sake its the latter.
$NVDA $SMCI is it same old story few years back, highlighted big after midterm, before big earnings Who is planning to hurt before earnings, let’s see ER next week https://preview.redd.it/so017smpfj0i1.png?width=723&format=png&auto=webp&s=4c4a1e06901b467904c7f423fe33929b4e653a47
treason doens't matter SMCI is still allowed to print money, so nothing will happen to Jensen either
Remember when Wally was smuggling SMCI racks to China? Jensen for sure signed off on it.
Dell shit the bed on the Intel PC slowdown. SMCI is more of a server and AI systems pure play.
SMCI is slightly down Sympathy pains with Nvidia. If anything is should be up. Jensen took some heat off
I bought SMCI at 33 ten days ago or so thinking the scandal was behind. Darn AI keeps brining it up saying the investigation into the illegals sales is still ongoing. Will be the same here with NVDA
SMCI had a way worse Chinese scandal that was literal dudes smuggling on purpose and they recovered within like a month or two. I doubt Jensen gave any super valuable trade secrets in exchange for a bj. It's probably a nothingburger long-term.
Did you forget the literal account fraud SMCI was doing? Multiple times? Hardly comparable. Also they make racks, it's a completely different story there are any number of alternatives to their products.
holy shit this is the first time I'm hearing this take and it's actually a good one. Former: Illegal, jail time, SMCI situation where stock price takes a HUGE hit (but in this case, taking down the global economy, really). Affair: Memes, blows over eventually.
SMCI smuggled $2.5B in chips vs. this sex scandal... Is it confirmed shes a spy?
Could someone tell that to $SMCI
Well the past news accused SMCI executives of Taiwan and some of NVIDIA OF SELLING CHIPS
This market is jittery. Gap down is my guess. SMCI was the precedent
😂 and here everyone bashes SMCI? Let this sink in!
And Nvidia has a far deeper moat and deeper pockets than SMCI. Do you think it will somehow be worse?
You can’t compare a shitty commodity company with Nvidia. No one cares about SMCI
SMCI went from $30 to $20 because of smuggling earlier this year but it’s around $30 now regardless. If Jensen doesn’t step down from CEO, it will be irrelevant in a year.
This is just like SMCI, real value and demand can't be contained by systemic rules; this is bullish, maybe not for NVDA, but there is a market here to be made
SMCI prolly hooked Jensen up with that chick. Bet.
They are all going to forget all about SMCI after this scandal. Calls on SMCI
I’m guessing the Nvidia news will hit tech stocks again on Monday . Might be good for AMD . But maybe bad for companies tied directly to Nvidia.. time will tell how bad this could be for the company itself , but Nbis and SMCI and a few others might feel the effects of the news
He gets a slap on the wrist, no board dares touch the CEO of the most important company in the world. Look at the SMCI board investigating much worse problems and clearing its CEO of any wrongdoing.
Swing trade. The last couple of weeks with the dips in different sectors have presented great entries for swings. Some already have made moves and some haven't yet...here are some.... APP, IONQ, SE (earnings Tuesday), CMG, RDDT, GOOGLE, ICHR, UCTT, PRIM, SMCI and DKNG I got in all of them on dips at different times over the last few weeks.
Like SMCI getting raided this year and then going up
Oh ok so just damage control to not be an SMCI situation?
using SMCI or his own \*\*\*\* those chips re going into china
Swing Trades Lots of good ones over the past couple of weeks due to market dips. Here are a couple... ICHR and IONQ and SMCI all crushed earnings although IONQ had a nice spike already. SE...extremely undervalued and have earnings on November 10th. UCTT...extremely undervalued RDDT, Google and DKNG
wow I'm not laughing anymore because SMCI is currently 100% of my port (earnings play)
Was the SMCI CEO watching? Oh wait, he is already in jail lmao
Basically a hedge against my disastrous SMCI position
Imaging selling micron at 3x next year earnings or SMCI which is selling at book value. You could liquidate SMCI for its assets, sell its inventory and get your money back hahaha. The cashflow $2/share per quarter is literally the arbitrage, it’s valued as if it’s worthless.
It’s not. The fraud investigation should be wrapping up right about now. Mark my words both Jensen and SMCI ceo (Jensen brother) are going to get locked up
SMCI’s inventory turn has shortened from 119 days to 74 from the start of the year through its last quarters. I hear you on customers refusing delivery but the reality it’s there’s contracts but even more that’s just not what is happening right now.
what did you find that was so bad in the SMCI/AMD reports?
What are you buyimg, me SMCI, DELL,TSMC
opposite side of this one for me. short the $SMCI Mar 2027 $27 put. they beat and i am still holding it. i sold time, not a bet on one print. one earnings print does not decide a contract that far out. theta is the whole trade here, the print is just noise on the way.
Keep that going, SMCI. You smashed earnings - act like it!
should i hold these AAPL and SMCI puts overnight idkdkdkd
What to know how I know we’re oversold? Let’s use SMCI as an example. Market cap = 17B Net equity in their books = 14B $26/share Most of their assets are inventory that turn around 40 days. This is a company that made $2/share this quarter trading at effectively liquidation value. Any further and this company could sell its assets and give you cash for your shares.
I had to buy SMCI February calls here. Too tempting lol
AAPL and SMCI puts up bigly
SMCI recovering, they're buying.
I bought 1000 shares of SMCI
MU trail 9, forward 3. SMCI trail is 5, forward 3. NVDA trail is 28, forward 22. Walmart? Trail is 47, forward 38. Costco about the same. Absolutely wild inversion of reality.
Always a sell off when stock announces stock split. SMCI, NFLX, META (just recently), and now SNDK
AMD, COHR, SMCI crushed earnings and still tanking. Macro is awful. I really think we’re near the bottom. Yields and oil are down.
SMCI was last to pump and first to dump
Before buying the dip, remember what happened to SMCI
To your surprise I have SMCI $35 calls expire this Friday counting on the ER but I got my azz wiped today. So it’s like catch 22 either you have call and put
If SMCI goes back down to $25, I'm full porting again.
SMCI actually crushed earnings
Genuinely feel bad for SMCI holders. That company and stock is a roller coaster. Blowout earnings, pumps, and then sells off overnight.
AMD $520 last night, closed $483 SMCI up 10% last night to $35, closes at $29.60 Two companies that smoked their earnings calls and guidance. MU below $800, SKHY back to $140s, even TSM is down 16% in less than a month. They're throwing the baby out with the bath water...
I think it has to do a lot with the sentiment today on semi's. SMCI is a heavily shorted stock.
SMCI below $30 is not a good look. Needs to reclaim it fast or it's going back down to $25.
All my stocks: NVDA MRVL ALAB SMCI GLW I’m getting ragdolled
$SMCI reported yesterday, beat and raised guidance. my short mar 2027 $27 put just keeps doing its job. sold that one for time, not for one print. one quarter was never gonna decide a 2027 contract. totally different from a short dated put into earnings. that lives or dies on the night. this one has months of theta left and a bunch more prints to get through. price helps, time helps more. not touching it.
I guess I'll keep piling on with the SMCI puts. Chart does not look good, despite the earnings beat.
I can’t mentally wrap my brain around SMCI’s price. It’s gonna be doing its market cap in profit each quarter in 2028 at this rate lol
These things get difficult to predict. It has all the symptoms, but it could also be a buy the rumor sell the news situation. Been there with SMCI.
So SMCI just did more quarterly revenue than the entire market cap of the company. Make it make sense
$DELL and $SMCI still getting railed
SMCI is like great earnings, btw fck u
Apparently SMCI is only worth one quarter of revenue :kek: Easily the most undervalued stock out there
When SMCI reported last night and Dell got that huge pump I was so giddy. Not so giddy anymore. Now I am in Denial stage. Thankfully I bought enough time for the Denial stage
Look back any year in the last two, anytime a stock announces a split…it craters….SMCI, NFLX, META, CVNA
Just bought 2500 shares of SMCI because I hate myself
thank god i sold SMCI at 37
AMD and SMCI gonna go red😂
I’d get such a kick out of seeing all the retards buy up SMCI and watching these bears end up just like Melvin Capital did with GME. The mere thought of it gives me a hard-on, fuck.
I’d get such a kick out of seeing all the retards buy up SMCI and watching these bears end up just like Melvin Capital did with GME. The mere thought of it gives me a hard-on, fuck.
I agree on this point. I see this as a risk but that would be for every AI stock not just SMCI. It's a scary thought with how much of our GDP is currently comprised of the AI boom makes you wonder if a crash like this would actually happen.
SMCI has never been a good business
One thing that wasn’t called out is that there is fear in the market around capex slowdown and possibly data center regulation. What do you think happens to SMCI in both those situations?
Probably a buy, same with SMCI
SMCI stock is currently trading at a P/E ratio just above 6. After watching the stock market almost daily for nearly 15 years now, this might be the biggest value I've ever seen. Can you imagine what the PEG ratio must be on this thing right now? How is this possible and what am I missing here?
You can basically just by SMCI at the price it was before those blowout earnings right now
SMCI, going down, as is tradition
Give them sometime and they will acquire SMCI with their own annual profits
SMCI was up 10% last night, what happened?
Does anyone here know what is up with SMCI? Why is the valuation so low? It is slowly becoming my next MU and that's not a good thing