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
CSP's on SMCI, QBTS, CC's on APLD. Load the boat on AMZN f' what you heard AMZN still the king.
SMCI pumped 12% when market was down . Dell is a big competitor can see it pumping but margins will be compressed for that industry
I have Bipolar I am BULLISH on NETWORKING infrastructure HPE CSCO ANET SMCI.. but I'm also bullish on PUTS on SPY because our US gov are fkn wusses and making us Americans look like clowns SMH.
Not sure if allowed, guess I will find out… anyone following or invested in MU / micron technology think that they’re topping out right now and is a good time to sell?? I’ve been questioning it over the past month… if I don’t sell and it goes back down to what it’s averaged since 2000 I’d be so bummed that I didn’t sell, but what if they somehow double or more what they’re at now in the next 1-10yrs, then I’d be bummed I didn’t stick in it. Just wanting some honest education opinions. It’s the only stock I’ve done this good on, well there was one other but I didn’t sell when they were at the top and have went from having had been able to make 45% on my investment to losing 45% on my investment, I had one chance since to sell and break even but honestly missed it and been waiting for that to come by again, for SMCI … thanks in advance for honest educated feedback
Considering putting the rest of my port into SMCI leaps and not logging back in my account until January
AMZN, MSFT, PLTR, SMCI…I can keep going
Yeah, we're just gonna pump like crazy when the market decides to change up sentiment on NVDA earnings. There's just a bunch of bullshit lines that stocks will never go under again. SMCI and 30, MSFT and 390, TSLA and 400, META and 600. We've bottomed for the foreseeable future.
Oh sure, today's the day SMCI finally decides to pop 5%.
SMCI is up due to a boutique shop note claiming that they partnered with Claude/Anthropic for TPU builds
SMCI just found boner pills
I don't recommend buying SMCI because this stock is very unpredictable; once the price rises, it tends to fall back more quickly.
What have I missed about SMCI today?
Hate it or Love it,but SMCI below 30 is always a buy
Carvana deserves to be $30 and SMCI should be $300+
Why does Wall Street only care about margins when it comes to one single stock: SMCI? All other stocks are completely separated from fundamentals... Are they trying to cover their positions after their earnings? Or have everyone collectively decided to not care about anything anymore?
SMCI is the biggest SCAM of the whole wide world
I think the multiple will be discounted for a while. Seeing as they are under scrutinity by the SEC. That definitely sways people away from buying. SMCI is a good example of confidence being completely lost with still good fundamentals. Obviously I doubt Applovin is anywhere near SMCI in misreporting. But you should keep in mind, this will add a discount to the price. That the market is willing to buy at.
META buying way more chips and still fucking SMCI down. What a terrible piece of shit company.
You can love it or hate it but SMCI below 30 is always a buy
Tesla & Xai will continue to buy from SMCI and yet SMCI will get punished for having not a lot of major customers
me too but i have no cash to buy lol. i don't want to sell RIVN or SMCI yet
Hidenburg did a piece on them about a year ago before they shut their doors. I hate Hidenburg but they were right about SMCI.... so...
Best one year bet is SMCI as it will reach a $3 a share earnings by years end. This stock will top $120 by early next year
Just came back from the future, the year was 2069. SMCI was worth $32 with a PE of 0.01.
Yeah there is someone related to me here, dca 600 contracta 15k$ Call otm in SMCI to look them sideway slightly up then got f*ck up by decay
!banbet SMCI 35 1w
Why can't SMCI cook the books again to make it look like they are doing well, i just need a 100% pump to $60 and im out
but whatever you do be sure to stay the grok away from SMCI, a company with an almost monopolistic corner on the whitebox rack server market where much of that memory ends up installed.
SMCI in the corner watching SNDK getting all the love
I think SMCI and MU are undervalued...THERE I SAID IT!
Its loading. See you there. [SMCI](https://aimytrade.io/ticker/SMCI)
SMCI levels of numbercooking
After things like SMCI you'd think people would stop messing with fraudulent companies lol. Even if they somewhat recover as a business they'll trade at a lower multiple to comparable peers because investors just don't trust them.
SMCI is a volatility trap for anyone not playing spreads. The asymmetry here is great if you're shorting the panic, but calling it arbitrage is a stretch when you're basically trading in a blender. Still, beats being the guy holding naked calls into a margin call.
SMCI getting ready to pop
So what's the deal with SMCI?
Why would he? TSLA does it. SMCI does it. CVNA does it. Are they delisted? 🫵🤡
Biggest beneficiary of Chip deals is SMCI who is the largest data base supplier
Market knows that Charles Liang was cooking the books for last earnings. I think SMCI had 2 different earnings data they could have released, and after they saw how AMD shit the bed he knew he had to pull out the cooked numbers. Market is calling his bluff now; margins are probably half of what he said they are.
Yup. Same. Shorted QBTS and bought SMCI. Qbts trash is up, smci despite real earnings is down.
Apparently SMCI is getting one of this CapEx windfall and should burn
I have no stake in it, but how tf is SMCI not making money on all this AI hype
I'm invested in Sandisk, Micron, SMCI, Amazon, Avgo, CRM, Prme and a few others.
Listening to SMCI's Charles Liang talk about liquid cooling is more entertaining than this Super Bowl
SMCI, already proven fraudulent accounting
I just need SMCI to cross $40 by Wednesday
SMCI to 50 and let me just afford a home
I am not exiting PATH. I am just not long on any of the stocks. I do day/swing trading and PATH is one of my favourite along with SMCI and NVDA as both are highly volatile.
SMCI calls. Earnings too good and guidance was really positive. Extreme upside potential
SMCI if you wanna get edged to oblivion
So calls on WD, SNDK, HOOD, SMCI, MU on Monday? What else
So calls on WD, SNDK, HOOD, SMCI, MU on Monday? What else
SMCI wasn't the biggest piece of shit last year either. It jumped up 100% like 2 or 3 times
Is SMCI gonna have another pump to $60 👀
Lost 100k on ZSL. Would have been fine if I held a few more days. Made most of it back shorting SLV right after. Overall lost 31k on silver I believe. Up over 50% the past 30 days though from shorting tesla, trading SNDK a bunch, SMCI earnings, even with the loss.
HOOD, NVDA, SMCI calls that I opened day before
You are very welcome. There will be many winners, those are just some of my favorites. I left some out as others have mentioned…Marvel, Dell, HPE, SMCI, AMAT, ARM. There are more stocks that will benefit but it’s an exhaustive list. I think the ones listed give you a pretty good place to start. Just look at the projected numbers for the next 5 years. I’m full porting AI stocks and I don’t give AF what anyone thinks. Good luck! -Projected US AI Spend 2025: ~$300 billion 2026: ~$600 billion 2027: ~$650 billion 2028: ~$700 billion 2029: ~$750 billion 5-year cumulative total: ~$3.0 trillion 5-year total: ~$6.5 trillion
Forgetting about the racks/physical side DELL HPE SMCI
Every major tech company involved in AI development just said they're doubling capex for AI. On top of that, SMCI blew their earnings away and their share price popped, what, 13%? All that despite their margin nearly getting halved, which makes me think NVDA is passing increased input costs to its customers. *But one of the lines is pointing down.* Fuckin, what?
Makes sense, I wanna start derisking too. Sold some TSMC, will sell my NVDA, MSFT, META, AMZN and RDDT when they go up, maybe 20% from here. My INTC and SMCI are probably close and I should sell some. Same with defense - NOC and LMT
I’m balls deep in SMCI and MSFT calls. If they don’t hit I’ll be working behind Wendy’s
SMCI slowly carrying my net worth back from the shadow realm
I think SMCI has a good chance of blowing the roof off of the 34$ resistance next week
Wonder if SMCI is going to go on a tear again
BUY SMCI they getting a lot of that tech money 💰
Glad I forgot to re-buy $SMCI when it ran stops yesterday thus missing 10% profit on it today.
Did I buy SMCI at the top? You bet I did.
One earnings bet per day while I’m on vacation. Beat the casino with a 3/5. Too bad I didn’t hold MSTR overnight. Oh well… back to my slave labor construction job. Mon- PLTR 2/6 128c, +$1234.33 58% gain. Tues- SMCI 5/15 28c, +$537.98 33% gain. Wed- SNAP 2000 shares,+$632 5% gain. Thu- MSTR 20 shares,-$162.74 7% loss. Fri- CGC 5000 shares, -$102.5 2% loss. Side note I held Amazon calls through earnings😵
Thank god I didn’t panic sell SMCI
C’mon SMCI, give me that 38 & 40 gap fills.
I wish I had money for more SMCI
Bought my BBAI, SMCI, ATAI and PLTR flash sale yesterday. Let’s go
SMCI is the cheapest it will ever be.
HOOD BULL SMCI BIT, and MSTR, but my costs are pretty low compared to most
AI server demand is Real. All in SMCI 🚀