$SUPER MICRO COMPUTER INC(SMCI-To The Moon - Tiger Brokers Online Investing Community - To The Moon

$SUPER MICRO COMPUTER INC(SMCI)$ Short-term pain is significant, but long-term gain is even greater.

Known:

- $39B worth of orders from 20 companies.

- A $7B equity financing that results in $1.25B in common equity (SMCI) and $3.75B as depository shares (SMCIP) in June, with $5B available immediately and a $2B At-The-Market (ATM) program in Q3/2026.

Speculated:

- The massive orders likely expand beyond traditional META and Coreweave to include other hyperscalers and large enterprises.

- Rolling fulfillment could start as early as late 2026 and continue for 12 to 18 months.

My take on the AI boom trading strategy:

- Buyers (Mega cap-ex spenders): May remain under pressure until their massive investments translate into significant revenue/profit growth.

- Pure sellers (e.g., most chip stocks, especially memory and infrastructure builders): Could benefit immediately from the massive orders.

- Value-added players (e.g., Dell and SMCI): They are both buyers of chips and sellers of servers, so they should benefit. However, SMCI needed funding to fulfill the big orders.

$SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$ $ProShares UltraPro QQQ(TQQQ)$ $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$

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However, SMCI needed funding to fulfill the big orders.</p>\n<p><a href=\"https://ttm.financial/S/SPY\">$SPDR S&amp;P 500 ETF Trust(SPY)$&nbsp;</a> <a href=\"https://ttm.financial/S/QQQ\">$Invesco QQQ(QQQ)$&nbsp;</a> <a href=\"https://ttm.financial/S/TQQQ\">$ProShares UltraPro QQQ(TQQQ)$&nbsp;</a> <a href=\"https://ttm.financial/S/SOXL\">$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$&nbsp;</a></p></body></html>","htmlText":"<html><head></head><body><p><a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$&nbsp;</a>Short-term pain is significant, but long-term gain is even greater.</p>\n<p>Known:</p>\n<p>- $39B worth of orders from 20 companies.</p>\n<p>- A $7B equity financing that results in $1.25B in common equity (SMCI) and $3.75B as depository shares (SMCIP) in June, with $5B available immediately and a $2B At-The-Market (ATM) program in Q3/2026.</p>\n<p>Speculated:</p>\n<p>- The massive orders likely expand beyond traditional META and Coreweave to include other hyperscalers and large enterprises.</p>\n<p>- Rolling fulfillment could start as early as late 2026 and continue for 12 to 18 months.</p>\n<p>My take on the AI boom trading strategy:</p>\n<p>- Buyers (Mega cap-ex spenders): May remain under pressure until their massive investments translate into significant revenue/profit growth.</p>\n<p>- Pure sellers (e.g., most chip stocks, especially memory and infrastructure builders): Could benefit immediately from the massive orders.</p>\n<p>- Value-added players (e.g., Dell and SMCI): They are both buyers of chips and sellers of servers, so they should benefit. However, SMCI needed funding to fulfill the big orders.</p>\n<p><a href=\"https://ttm.financial/S/SPY\">$SPDR S&amp;P 500 ETF Trust(SPY)$&nbsp;</a> <a href=\"https://ttm.financial/S/QQQ\">$Invesco QQQ(QQQ)$&nbsp;</a> <a href=\"https://ttm.financial/S/TQQQ\">$ProShares UltraPro QQQ(TQQQ)$&nbsp;</a> <a href=\"https://ttm.financial/S/SOXL\">$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$&nbsp;</a></p></body></html>","text":"$SUPER MICRO COMPUTER INC(SMCI)$ Short-term pain is significant, but long-term gain is even greater. Known: - $39B worth of orders from 20 companies. - A $7B equity financing that results in $1.25B in common equity (SMCI) and $3.75B as depository shares (SMCIP) in June, with $5B available immediately and a $2B At-The-Market (ATM) program in Q3/2026. Speculated: - The massive orders likely expand beyond traditional META and Coreweave to include other hyperscalers and large enterprises. - Rolling fulfillment could start as early as late 2026 and continue for 12 to 18 months. My take on the AI boom trading strategy: - Buyers (Mega cap-ex spenders): May remain under pressure until their massive investments translate into significant revenue/profit growth. - Pure sellers (e.g., most chip stocks, especially memory and infrastructure builders): Could benefit immediately from the massive orders. - Value-added players (e.g., Dell and SMCI): They are both buyers of chips and sellers of servers, so they should benefit. However, SMCI needed funding to fulfill the big orders. $SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$ $ProShares UltraPro QQQ(TQQQ)$ $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$","highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/573968609468496","repostId":0,"isVote":1,"tweetType":1,"viewCount":670,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["QQQ","SMCI","SOXL","SPY","TQQQ"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":1030,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/573968609468496"}