Reddit Posts
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.
EVTV AZIO - Power Hour, UP over 20% @$0.50, the HOD, on 931k volume... The LOI outlines a transaction framework under which the parties are working toward a potential business combination to which EVTV would acquire 100 percent of the outstanding equity of AZIO AI.
CVNA - Send her off with your pockets full
EVTV AZIO - Under the framework outlined in the LOI, the proposed transaction is informed by an independent third-party valuation of AZIO AI of approximately $480 million. If completed, AZIO AI is expected to serve as the primary operating entity, repositioning EVTV's long-term strategy.
AZIO - As previously disclosed, AZIO AI is engaged in a LOI that purposes a strategic merger with Envirotech Vehicles, Inc. (NASDAQ: EVTV). Management believes such strategic alignments may enable AZIO AI to deploy AI compute infrastructure.
AZIO - According to the valuation report, AZIO AI's enterprise value was derived using income-based approaches across multiple deployment scenarios, including configurations utilizing NVIDIA B200 and next-generation NVIDIA B300 GPUs. SMCI EVTV
$AZIO $SMCI $EVTV Azio AI Advances Sovereign AI Infrastructure Strategy, Supporting Philippines' National Investment Fund Modernization and Positioning for Long-Term Public-Sector Growth
Sharing my research - quality stocks to trade options on
I've cleared over $70k in my first year using the "Wheel".
SMCI just expanded their NVIDIA Blackwell lineup new 4U + 2OU liquid cooled HGX B300 systems.
SMCI -41%. Signal fired Nov 1. Here's the replay.
Are investors getting scammed by companies like CVNA, SMCI, PLTR being added to the SP500
I let AI build me a portfolio and it beat the market
30-45 DTE wheel candidates. Which of these puts would you sell?
Wrote about the weird accounting of SMCI CRWV NVDA etc years before
$DGXX - 20x times undervalued based on Power Mining Analysis
Diversification is for those who don't know anything
SMCI and ALGN hit on earnings and I only played them because some AI told me to
Tried using an AI tool to pick my spreads and now I’m questioning everything
Mentions
When index investing becomes as giant as it is and front-running index inclusion becomes an increasingly sizable activity, indexes broadly are exit liquidity. People are acting like they're never going to index again if SpaceX is 1% of their index or something but nobody talking about SMCI being included at the top right before all the investigations or any of the other overpriced things that have wound up in it, or things that wound up in it briefly because it was a fad at the time (Etsy in in 2020 because of a brief swarm of online shopping, only to be out a few years later.) The index inclusion standards are not the most demanding thing ever as is. "I can't imagine anyone actually believing it is worth that much, so it's like some big conspiracy to drain the public dry and concentrate it among the wealthy elite." There's been so much outrage about this on Reddit and half of those people will probably buy it because they know there's interest and a chance it will do well - for a day, a week, a month - who knows.
NVTS, SMCI and DRAM along with NOK to the moon
Hello, I own the German listing of SMIC (not SMCI). The DOJ alleged that their chips where used by the military. One day suddenly all trades are halted. Now I cannot sell my position and appears as 0% on my IBKR. Lost all value and I cannot claim. https://preview.redd.it/jvebfzq5703h1.png?width=1080&format=png&auto=webp&s=da4718e686d08c3838d0aafaf7923f0b5e64df3a
As of 5/23. Here are the share price changes for the stocks you listed. This performance should be from after nvdia earnings were released |**Ticker \[**[1](https://www.financecharts.com/stocks/MU/summary/price)**,** [2](https://uk.finance.yahoo.com/quote/CRDO/history/)**,** [3](https://www.investing.com/equities/astera-labs-historical-data)**,** [4](https://www.investing.com/equities/avago-technologies-historical-data)**\]**|**May 21 Close**|**May 22 Close**|**Change (%)**| |:-|:-|:-|:-| |**MU**|$762.10|$751.00|\-1.46%| |**CRDO**|$193.39|$218.41|\+12.94%| |**ALAB**|$297.84|$306.88|\+3.04%| |**AVGO**|$414.57|$414.14|\-0.10%| |**SMCI**|$33.46|$35.58|\+6.34%|
Damn SMCI recovered 60% in 2 months since that drop
SMCI leaps was free money on that drop
Jensen telling SMCI to get their shit together is certainly something.
" How the hell are ya'll keeping your sanity? " It's not been difficult. In the nearly dozen years I've been on Reddit I've never seen more complaining and frustration over what continues to be a very good market. Sentiment on here at times you'd think that the market was down 20%. "trade war / supply chain / energy volatility" And yet how much of Reddit owns energy companies? All the discussion of an energy crisis on here and what % of Reddit owns energy companies and was buying when this all started in March? So much of Reddit just wants to buy the MSFTs of the world that they don't have to think about and when things happen where that playbook doesn't work, people complain and act like the market is broken rather than trying to look for what benefits. Reddit used to be great for talking about a much wider variety of businesses, now all anyone seems to want to talk about and invest in are the same dozen or two companies. "spacex (ridiculous valuation)" The level of upset over SpaceX (nobody had a problem with all the shitty things included in the indexes in recent years - including SMCI at the top before all the various corruption issues, for example - but OMG SPACEX IF THATS IN MY INDEX I CAN'T INDEX ANYMORE) is feeling "inverse Reddit"-y. I bought SATS when there was the SpaceX share deal because I thought it would create interest in SATS as effectively a SpaceX tracking stock; did well. Have sold some recently, will sell more into the IPO but will probably keep some. "US is no longer looked at like a stable partner/investment due to its governmental instability wars are breaking out, and will likely only grow as people recognize the US as a paper tiger" So buy the gold dip. Buy defense. Buy real assets. Buy land names. Buy actively managed commodity futures funds. I thought last year that we had clearly moved towards a multi-polar world (fantastic interview with the PM of Singapore last Fall with the financial times where that was a big topic - great response by him: "So we are in an uncomfortable position where **the old rules do not apply anymore, but the new ones have not been written**, and we must brace ourselves for more turbulence ahead.") "massive wealth inequality leading to higher taxes and government instabilities" The issue I have is this: do you have confidence broadly for the government to fix this? To fix healthcare? Education? I don't. The can will continue to get kicked no matter who is in office until it cannot. Massive wealth inequality at some point risks social unrest and then more money will be thrown at the problem. Many years ago, Volcker raised the fed funds to nearly 20% to stop inflation. If we went to half of that today, it would be game over before we got there. In 2008, policy barely saved the day - I honestly think the idea of another 2008 is so unpalatable (and probably unfixable) at this point that it would not be allowed to happen and money printer go brrr would be viewed as more appealing. Politics has become so all-encompassing/win at all costs that difficult decisions that might create better long-term outcomes are likely never going to be chosen. Above goal inflation for the foreseeable future is - imo - a baseline scenario. Worst case, 2022 but worse and faster. All the people on here who talk about the risks given the global environment and then in the next sentence talk about going to cash (not OP, but have seen this plenty of times over the last couple of years particularly) I don't get it. I don't get the mentality that every little dip is apocalyptic, which has turned into the norm on Reddit over the last couple of years in particular. People want to own all the popular stocks but don't want any of the volatlity that comes with growth stocks. Or are worried about inflation but keep buying the MSFT dip and ignore anything that's not tech - it really feels like for a lot of people that there is little interest beyond the playbook that worked for years. This, despite the fact that you could have done better in boring WMT over the last half decade than MSFT. Could have done much better over the last 5 years in boomer favorite XOM than MSFT. There are other things out there besides Mag 7 but it feels like a lot of people don't want to explore those options then complain when the MSFT dip becomes a 7 layer dip. Again, Reddit used to be so much better about having a wider variety of names discussed. All the semicap stuff, memory, optics, photonics, etc that has mooned this year would have been a much bigger topic on here pre-covid, now those things aren't discussed much until they're already up 100% for the year and even then a bigger topic is complaining about MSFT - but when you say "why not invest in something else?" it's nOOOO. "a lot of people will lose their jobs very quickly (much more quickly than previous industrial revolutions)" It's UBI or eventual social unrest. The concern becomes these people can't fix healthcare or agree on anythiing, so what's the confidence on coming up with an effective UBI plan to address the AI scenario where massive amounts of layoffs occur? Long story short, are things a mess? Yes. Do I have a lot of concerns over the next 5 years? Yes. But what I do with investing is try to figure out how to postion myself to benefit from those things and if I don't get something right I keep trying to figure it out until I do. The things that might benefit from those issues are not in every case going to be the things that are shiny and exciting and that everyone wants to talk about owning.
For those who were skeptical of my decision to buy these stocks ahead of NVDA's earnings release, let me provide a quick summary of the profits I’ve realized as of today's market close: CRDO is up 18.6%, SMCI is up 6.4%, ALAB is up 7%, MU is up 3%, and AVGO is up 0%
For those who were skeptical of my decision to buy these stocks ahead of NVDA's earnings release, let me provide a quick summary of the profits I’ve realized as of today's market close: CRDO is up 18.6%, SMCI is up 6.4%, ALAB is up 7%, MU is up 3%, and AVGO is up 0%
CRDO, SMCI, and ALAB all saw gains of varying degrees
CRDO, SMCI, and ALAB all saw gains of varying degrees
CRDO, SMCI, and ALAB all saw gains of varying degrees, lol
interesting and just looked into SMCI..
$DELL P/E = 33.89 $SMCI P/E = 19.35 So, SMCI is trading at a huge discount at $35 instead of $62 fair value due to bad management!
$DELL P/E = 33.89 $SMCI P/E = 19.35 So, SMCI is trading at 43% discount due to bad management!
Making 11 cents profit on SMCI. Brother hide yo wife
Te equivocas la más infravalorada es SMCI.
Is this why SMCI has been pumping up for the past 3 days? I have a long term option and im beginning to believe
SMCI desperately trying to be relevant
AMD up 80$ in a couple days, SMCI can’t hold a 10 cent gain in pre market
# Real DD SMCI facing 15 class action securities fraud lawsuits. Current price of 32\*15= $462 a share.
this bubble is nowhere fucking near full until $SMCI 100 again
MU and SNDK are giving me mega 2023-2024 SMCI vibes
smuggling my chips internationally(SMCI) looking boring
even SMCI with all the fraud bs is a better pick than MSFT
Aren’t they under investigation for money laundering? I’ve held SMCI for well over a year, the worst thing you can invest in is a company with scandals and threats of being delisted.
Yes keep moving the goal post, really helping dispel the assumption that you're retarded. [https://www.channelnewsasia.com/singapore/nvidia-chip-movement-fraud-2-men-more-charges-4980836](https://www.channelnewsasia.com/singapore/nvidia-chip-movement-fraud-2-men-more-charges-4980836) [https://www.bbc.com/news/articles/cy41ly2d9wko](https://www.bbc.com/news/articles/cy41ly2d9wko) [https://www.straitstimes.com/asia/east-asia/taiwan-seeks-to-detain-three-in-nvidia-smuggling-crackdown](https://www.straitstimes.com/asia/east-asia/taiwan-seeks-to-detain-three-in-nvidia-smuggling-crackdown) [https://www.bloomberg.com/news/features/2025-12-22/nvidia-partner-megaspeed-draws-china-chip-smuggling-concerns-in-us](https://www.bloomberg.com/news/features/2025-12-22/nvidia-partner-megaspeed-draws-china-chip-smuggling-concerns-in-us) SMCI and DeepSeek are big names who got caught and your dumbass still trying to make it about politics, sybau retard
NVDA earnings beat so naturally it stays flat and SMCI goes up
Sounds like you lost money on SMCI
SMCI run up into earnings 3 months from now?
so why should anyone buy SMCI rn
i'm just here to ensure SMCI doesn't catch a stray
NVDA selling to SMCI for half stock half dreams
SMCI up 10% today. Bags less heavy.
SMCI can't figure out why anyone would buy it after it they got caught trying to pass off false earnings.
NVDAs retarded stepcousin SMCI ripping
I was so close to selling SMCI yesterday. Thank god I didn’t.
Big eggplant boners. ARM SMCI POET my biggest winners. Outpacing my MSFT losses thankfully
Of all the companies in the universe, SMCI is definitely not the next intel.
I hear Elon consulted to SMCI to help cook his prospectus
October 30, 2024, I woke to find my position in SMCI dropped 30%.. Searching for an article why, a link to a WSB post on SMCI was towards top of the list.. Having not visited WSB and curious, I clicked on it. 1 year and half later, somehow, miraculously, am still solvent.
Hello, my name is SMCI. Have we met before?
SMCI going to piggyback on NVDA earnings. Book it.
MU bottom was $650 and my retard ass couldn’t buy because I’m stuck with these loser SMCI calls.
SMCI about to run straight to 40 watch
At this point I just want SMCI to get to $34. I’ll take a 2k loss.
Buying 12k worth of $30 SMCI calls ten days ago was not the move. Good thing they expire next March I guess.
7 of the past 8 days have been red for SMCI. The only 30B company with a market cap worth half its revenue lol.
On my soul at some point SMCI will once again surpass $40
SMCI is down 20% since last week and is going to $20 lol. The biggest piece of shit that actually makes money lol.
APLD USAR SMCI UNG getting decimated
bros just learning about MSFT. id stay away from that stock shits even worse than SMCI and CMG
SMCI is 58% undervalued and you ain’t buying.
I think this is a good spot to buy SMCI calls 👍
so I could cough up the money for Q calls, but I’m feeling like Microsoft might be under the leprechauns rainbow today possibly SMCI
Gonna need at least 10% pump on SMCI to not blow up my port.
Yeah they'll just continue buying from SMCI 😆
Tech + semis. NBIS, META, MSFT, INTC, NVDA, SMCI, Memory on a good dip, etc. 100s of choices
Getting into SMCI and ADBE leaps next week. Already in MSFT, BBAI, and BULL leaps
$5 on SMCI. I'm still mad about it.
All our favorites MU, DRAM, SMCI, MRAM, POET getting obliterated today lol
Need Shrek to visit SMCI house pls
lol SMCI is going to be a penny stock end
SMCI sub-30 again? lol
I’m going to lose so much money today on that piece of shit SMCI
When you’re holding SMCI and it’s been doing that every single day
Tesla, Nvidia, SMCI, Intel, etc…
Just finished reading the details from the Trump-Xi summit and it says that the U.S. is finally clearing the H200s for 10 Chinese big firms ..... feels like the massive "thaw" we’ve been waiting for. Jensen Huang being added to the delegation at the last minute tells you everything you need to know. \- China wants the chips \- U.S. wants that 25% revenue cut. NVDA already broke past $227 resistance—is $250 on the table before the May 20th earnings call? Also, what about SMCI? They’re still dealing with the DOJ , but if the trade deal makes those exports legal now, does the risk essentially disappear? SMCI is still trading way off its highs while NVDA has been hitting ATHs. Wondering if SMCI will climb back up anywhere near towards its ATHs. What are yalls thoughts?
And SMCI still in the gutter. What gives?
They were ordering through SMCI. And that was bad. Now they can order through SMCI. You figure it out.
I guess my DRAM and SMCI calls are cooked tomorrow
Yeah for this 12k long shot. I think I’ll still make money on SMCI it’s just fuck me poet went 114% in that timespan lol.
Diamond hands SMCI I did both
5 days ago I had 12k to pick a stock to buy March 2027 calls for the long ride. I narrowed it down between SMCI and POET. I chose SMCI and it’s down 12% since. POET is up 114%. Fuck me.
I need SMCI to wake up tomorrow and actually perform
Did they have treason and fraud problems at Intel too? Allegations that China had backdoors into their servers would make most risk averse companies stay away from SMCI. Who is left to buy their products? What happens if the US Gov prohibits them from buying Nvidia or AMD chips?
I’ve learnt a golden rule to make money. Wait for a ceo/cfo to fuck up and for the stock to drop. People will say it’s going to zero. It won’t. Buy atm calls balls deep and wait for a month. Prime examples-POET, SMCI. (I didn’t do it though)
me 8 days ago >if you ain't buying frauds and scams on sell offs, are you even living? >POET and SMCI forever. lets fraud our way back to $20 and $60. sold both scams, ready to buy back when they inevitably sell off again
Don’t come at me with that explanation when companies with 200 mil revenue are trading 5-10x the market cap of SMCI
I mean buying beaten down stocks in a raging bull market is typically not a successful approach. In bull markets, you want to ride the leaders, and not park your money in laggards. All those people who find SMCI to be a compelling "value" are still sitting on major losses, when if they had just looked across the aisle at their competitors like DELL, they would have made a killing.
Now SMCI can send freely to China. Haha.
I'm probaly going to get ridiculed for this, but $SMCI will be due for a pop off. Yes, I'd prefer it sooner than later, but keep a look or or buy share. I believe it's going to double before the year is over.
I told you SMCI was going red when it was up 5% lol. What a GIGANTIC piece of shit 💩
SMCI below $30 again by end of day.