SMCI Roller Coaster: Are Risks Mounting?

Despite hitting a record $7.22B in quarterly revenue, Supermicro faces mounting risks—nearly 60% of its revenue comes from just two clients, 73% of receivables are under pressure, and a $150M financial gap needs fixing. Goldman Sachs’ latest report highlights valuation concerns. ----------------- As a shadow stock of Nvidia, which do you think is a better "buy the dip" opportunity—SMCI or Nvidia? Is SMCI's valuation reasonable? What is your target price for SMCI?

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CTMC

2025-05-14

Super Micro Computer was initiated at Outperform with a $41

https://www.barrons.com/articles/super-micro-stock-price-news-ae570fe0

Super Micro Computer was initiated at Outperform with a $41

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What is your target price for SMCI?\n","image":"https://community-static.tradeup.com/news/187a191e57cb1313b5da2207a50ecb19","type":0,"style":1,"follow":false,"createTime":1739156526736,"userCounts":18,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":700fffe62dc143f78bf42e3cae1ed768}&rnconfig={\"headerBarHidden\": true}","subscribe":false,"allowSubscriptionFinancial":false,"subscriberCount":1,"allowFollow":true,"hasReward":true,"rewardScore":1000,"rewardValidDate":1741104000000,"rewardEnd":true,"symbols":[],"tweetCounts":146,"categoryId":"7a15628ce2174325bddc6229505e0d70","options":[],"votedOptionId":"","totalUserCount":0,"followStatus":false,"themeName":"SMCI Roller Coaster: Are Risks Mounting?","tweetAmount":146,"imageIsDefault":false,"aiDerivativeIssues":[]},"tab":"essen","allList":[{"id":434873798787272,"gmtCreate":1747161290383,"gmtModify":1747169845280,"author":{"id":"3576995960633594","authorId":"3576995960633594","name":"CTMC","avatar":"https://community-static.tradeup.com/news/90266a5cf58bedf90ce86405ef77ecd6","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576995960633594","authorIdStr":"3576995960633594"},"themes":[],"title":"Super Micro Computer was initiated at Outperform with a $41","htmlText":"https://www.barrons.com/articles/super-micro-stock-price-news-ae570fe0","listText":"https://www.barrons.com/articles/super-micro-stock-price-news-ae570fe0","text":"https://www.barrons.com/articles/super-micro-stock-price-news-ae570fe0","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/434873798787272","isVote":1,"tweetType":1,"viewCount":3121,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":427203099783448,"gmtCreate":1745303000615,"gmtModify":1745303007465,"author":{"id":"10000000000011857","authorId":"10000000000011857","name":"WendyOneP","avatar":"https://community-static.tradeup.com/news/944c6100a507a27639d75b17f9e794c2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000011857","authorIdStr":"10000000000011857"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$</a> Yes, SMCI has been wild. That’s what hyper-growth looks like. If you can’t handle the volatility, you might miss the bigger story.Here’s why I’m still bullish:Core business is boomingThey’re not some hype shell—they’re shipping real AI server racks, and demand is outpacing capacity.Massive tailwinds from Nvidia &amp; enterprise AIEvery time Nvidia wins, SMCI wins too. They’re symbiotic—and SMCI is cheaper by comparison.Founder-led, agile modelLean ops + quick response to demand = exactly what hyperscalers want right now.My play?Using dips to scale in with tight stops. Yes, it’s risky. But so was Nvidia at $150. This is the kind of name that rewards guts.","listText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$</a> Yes, SMCI has been wild. That’s what hyper-growth looks like. If you can’t handle the volatility, you might miss the bigger story.Here’s why I’m still bullish:Core business is boomingThey’re not some hype shell—they’re shipping real AI server racks, and demand is outpacing capacity.Massive tailwinds from Nvidia &amp; enterprise AIEvery time Nvidia wins, SMCI wins too. They’re symbiotic—and SMCI is cheaper by comparison.Founder-led, agile modelLean ops + quick response to demand = exactly what hyperscalers want right now.My play?Using dips to scale in with tight stops. Yes, it’s risky. But so was Nvidia at $150. This is the kind of name that rewards guts.","text":"$SUPER MICRO COMPUTER INC(SMCI)$ Yes, SMCI has been wild. That’s what hyper-growth looks like. If you can’t handle the volatility, you might miss the bigger story.Here’s why I’m still bullish:Core business is boomingThey’re not some hype shell—they’re shipping real AI server racks, and demand is outpacing capacity.Massive tailwinds from Nvidia & enterprise AIEvery time Nvidia wins, SMCI wins too. They’re symbiotic—and SMCI is cheaper by comparison.Founder-led, agile modelLean ops + quick response to demand = exactly what hyperscalers want right now.My play?Using dips to scale in with tight stops. Yes, it’s risky. But so was Nvidia at $150. This is the kind of name that rewards guts.","images":[{"img":"https://community-static.tradeup.com/news/acccc0ff12b063d5b057bf7fc16ef3bb","width":"1200","height":"675"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/427203099783448","isVote":1,"tweetType":1,"viewCount":3617,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":427203128188944,"gmtCreate":1745302923621,"gmtModify":1745302930144,"author":{"id":"10000000000011856","authorId":"10000000000011856","name":"JimmyHua","avatar":"https://community-static.tradeup.com/news/7f17d426377c791ac5cdfef91fbf8408","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000011856","authorIdStr":"10000000000011856"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$</a> Let’s be real—SMCI’s recent chart looks like a theme park ride. Up 300%, down 25% in days, back up again… now what?Here’s why I’m worried the risks are starting to pile up:Valuation’s in the stratosphereEven after the dip, it’s still trading like AI demand will go vertical forever. Any slowdown? Boom—P/E collapse.Supply chain strainSMCI isn’t Nvidia—it still relies heavily on server component vendors. Any hiccup in delivery = earnings risk.Retail crowd dominanceLet’s be honest, a lot of this run was fueled by FOMO. That can vanish fast when sentiment flips.My take?I’m not shorting it (too dangerous), but I’m not jumping in here either. The air’s getting thin up here, and gravity’s real.","listText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$</a> Let’s be real—SMCI’s recent chart looks like a theme park ride. Up 300%, down 25% in days, back up again… now what?Here’s why I’m worried the risks are starting to pile up:Valuation’s in the stratosphereEven after the dip, it’s still trading like AI demand will go vertical forever. Any slowdown? Boom—P/E collapse.Supply chain strainSMCI isn’t Nvidia—it still relies heavily on server component vendors. Any hiccup in delivery = earnings risk.Retail crowd dominanceLet’s be honest, a lot of this run was fueled by FOMO. That can vanish fast when sentiment flips.My take?I’m not shorting it (too dangerous), but I’m not jumping in here either. The air’s getting thin up here, and gravity’s real.","text":"$SUPER MICRO COMPUTER INC(SMCI)$ Let’s be real—SMCI’s recent chart looks like a theme park ride. Up 300%, down 25% in days, back up again… now what?Here’s why I’m worried the risks are starting to pile up:Valuation’s in the stratosphereEven after the dip, it’s still trading like AI demand will go vertical forever. Any slowdown? Boom—P/E collapse.Supply chain strainSMCI isn’t Nvidia—it still relies heavily on server component vendors. Any hiccup in delivery = earnings risk.Retail crowd dominanceLet’s be honest, a lot of this run was fueled by FOMO. That can vanish fast when sentiment flips.My take?I’m not shorting it (too dangerous), but I’m not jumping in here either. The air’s getting thin up here, and gravity’s real.","images":[{"img":"https://community-static.tradeup.com/news/35b9a1a1d9bf890e6f167c2548577536","width":"2834","height":"1555"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/427203128188944","isVote":1,"tweetType":1,"viewCount":2964,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":422598446649784,"gmtCreate":1744181155766,"gmtModify":1744182673338,"author":{"id":"10000000000011856","authorId":"10000000000011856","name":"JimmyHua","avatar":"https://community-static.tradeup.com/news/7f17d426377c791ac5cdfef91fbf8408","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000011856","authorIdStr":"10000000000011856"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$</a> we’re hittin $40 by Friday. No ifs no maybes it’s happenin. the stock just ran 13% in a day that ain’t retail that’s big money steppin in and shorts gettin absolutley fked. High volume slammed the close still runnin after hours. buckle up boys girls and everyone in","listText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$</a> we’re hittin $40 by Friday. No ifs no maybes it’s happenin. the stock just ran 13% in a day that ain’t retail that’s big money steppin in and shorts gettin absolutley fked. High volume slammed the close still runnin after hours. buckle up boys girls and everyone in","text":"$SUPER MICRO COMPUTER INC(SMCI)$ we’re hittin $40 by Friday. No ifs no maybes it’s happenin. the stock just ran 13% in a day that ain’t retail that’s big money steppin in and shorts gettin absolutley fked. High volume slammed the close still runnin after hours. buckle up boys girls and everyone in","images":[{"img":"https://community-static.tradeup.com/news/5b6cf0670dba349f4658be7b1a6f4f45","width":"688","height":"390"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/422598446649784","isVote":1,"tweetType":1,"viewCount":3212,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":422597809009080,"gmtCreate":1744181000092,"gmtModify":1744181008630,"author":{"id":"10000000000011857","authorId":"10000000000011857","name":"WendyOneP","avatar":"https://community-static.tradeup.com/news/944c6100a507a27639d75b17f9e794c2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000011857","authorIdStr":"10000000000011857"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$</a> SHORTS COVERED WHICH CAN EXPLAIN TODAY 10% PRICE UP! Short Covering: The most plausible explanation is that a significant number of short sellers have covered their positions. This means they bought back the shares they borrowed and sold, closing out their short positions. If the short interest dropped from, say, 5.5 million to 1.5 million, that’s 4 million shares bought back. This buying activity can put upward pressure on the stock price, as short sellers are effectively adding demand to the market by purchasing shares to return to lenders.","listText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$</a> SHORTS COVERED WHICH CAN EXPLAIN TODAY 10% PRICE UP! Short Covering: The most plausible explanation is that a significant number of short sellers have covered their positions. This means they bought back the shares they borrowed and sold, closing out their short positions. If the short interest dropped from, say, 5.5 million to 1.5 million, that’s 4 million shares bought back. This buying activity can put upward pressure on the stock price, as short sellers are effectively adding demand to the market by purchasing shares to return to lenders.","text":"$SUPER MICRO COMPUTER INC(SMCI)$ SHORTS COVERED WHICH CAN EXPLAIN TODAY 10% PRICE UP! Short Covering: The most plausible explanation is that a significant number of short sellers have covered their positions. This means they bought back the shares they borrowed and sold, closing out their short positions. If the short interest dropped from, say, 5.5 million to 1.5 million, that’s 4 million shares bought back. This buying activity can put upward pressure on the stock price, as short sellers are effectively adding demand to the market by purchasing shares to return to lenders.","images":[{"img":"https://community-static.tradeup.com/news/01272ace0c4e9d3cb646a3358280833f","width":"661","height":"402"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/422597809009080","isVote":1,"tweetType":1,"viewCount":3486,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":419711106777488,"gmtCreate":1743476407962,"gmtModify":1743476412665,"author":{"id":"10000000000011856","authorId":"10000000000011856","name":"JimmyHua","avatar":"https://community-static.tradeup.com/news/7f17d426377c791ac5cdfef91fbf8408","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000011856","authorIdStr":"10000000000011856"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$</a> <v-v data-views=\"1\"></v-v>Waiting for triple digits.. Won’t be long now","listText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$</a> <v-v data-views=\"1\"></v-v>Waiting for triple digits.. Won’t be long now","text":"$SUPER MICRO COMPUTER INC(SMCI)$ Waiting for triple digits.. Won’t be long now","images":[{"img":"https://community-static.tradeup.com/news/8e431177d1b5b641059b97c207e29de2","width":"609","height":"633"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/419711106777488","isVote":1,"tweetType":1,"viewCount":2719,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":418025102946504,"gmtCreate":1743052146053,"gmtModify":1743054170444,"author":{"id":"4139919344139332","authorId":"4139919344139332","name":"kw888999","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4139919344139332","authorIdStr":"4139919344139332"},"themes":[],"title":"","htmlText":"is it still above trend lines now after the 9 percent drop yesterday?","listText":"is it still above trend lines now after the 9 percent drop yesterday?","text":"is it still above trend lines now after the 9 percent drop yesterday?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/418025102946504","isVote":1,"tweetType":1,"viewCount":3166,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":417796121899216,"gmtCreate":1743000535059,"gmtModify":1743003710251,"author":{"id":"3571891551010646","authorId":"3571891551010646","name":"JoeH123","avatar":"https://community-static.tradeup.com/news/df9fdcc0ff7c560f59776176228020f4","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571891551010646","authorIdStr":"3571891551010646"},"themes":[],"title":"","htmlText":"Scary","listText":"Scary","text":"Scary","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/417796121899216","isVote":1,"tweetType":1,"viewCount":3771,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":417156317872472,"gmtCreate":1742873507411,"gmtModify":1742959486111,"author":{"id":"10000000000011856","authorId":"10000000000011856","name":"JimmyHua","avatar":"https://community-static.tradeup.com/news/7f17d426377c791ac5cdfef91fbf8408","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000011856","authorIdStr":"10000000000011856"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$</a> <v-v data-views=\"1\"></v-v>$SMCI don’t worry about whatever bullshit this is. Her is the big picture of where we are going.","listText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$</a> <v-v data-views=\"1\"></v-v>$SMCI don’t worry about whatever bullshit this is. Her is the big picture of where we are going.","text":"$SUPER MICRO COMPUTER INC(SMCI)$ $SMCI don’t worry about whatever bullshit this is. Her is the big picture of where we are going.","images":[{"img":"https://community-static.tradeup.com/news/36e3a370cb54e84614756c7c1c0b857d","width":"1668","height":"1742"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":168,"commentSize":5,"repostSize":74,"link":"https://ttm.financial/post/417156317872472","isVote":1,"tweetType":1,"viewCount":8903,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3577660153490836","authorId":"3577660153490836","name":"JRM1021","avatar":"https://community-static.tradeup.com/news/4133c05f070186e0d0bbe9e26001fc18","crmLevel":11,"crmLevelSwitch":1,"idStr":"3577660153490836","authorIdStr":"3577660153490836"},"content":"Yeppp, short squeeze inbound as long as we maintain support levels","text":"Yeppp, short squeeze inbound as long as we maintain support levels","html":"Yeppp, short squeeze inbound as long as we maintain support levels"},{"author":{"id":"4114945277156072","authorId":"4114945277156072","name":"mothymo","avatar":"https://community-static.tradeup.com/news/ba3c3f74761a9a96a9094b3200f2814f","crmLevel":12,"crmLevelSwitch":1,"idStr":"4114945277156072","authorIdStr":"4114945277156072"},"content":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","html":"Great ariticle, would you like to share it?"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":410179645100120,"gmtCreate":1741150971845,"gmtModify":1741242069436,"author":{"id":"10000000000011857","authorId":"10000000000011857","name":"WendyOneP","avatar":"https://community-static.tradeup.com/news/944c6100a507a27639d75b17f9e794c2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000011857","authorIdStr":"10000000000011857"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$</a> <v-v data-views=\"1\"></v-v>SMCI’s wild swings raise concerns, but are risks truly mounting? Valuation remains high, and supply chain pressures could weigh on margins. However, AI server demand keeps growth strong, and institutional interest provides support. A pullback is possible, but long-term tailwinds remain intact. Watch for key levels before making a move.","listText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$</a> <v-v data-views=\"1\"></v-v>SMCI’s wild swings raise concerns, but are risks truly mounting? Valuation remains high, and supply chain pressures could weigh on margins. However, AI server demand keeps growth strong, and institutional interest provides support. A pullback is possible, but long-term tailwinds remain intact. Watch for key levels before making a move.","text":"$SUPER MICRO COMPUTER INC(SMCI)$ SMCI’s wild swings raise concerns, but are risks truly mounting? Valuation remains high, and supply chain pressures could weigh on margins. However, AI server demand keeps growth strong, and institutional interest provides support. A pullback is possible, but long-term tailwinds remain intact. Watch for key levels before making a move.","images":[{"img":"https://community-static.tradeup.com/news/ef541ed96d4f4f08889a25ab9481c797","width":"522","height":"517"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/410179645100120","isVote":1,"tweetType":1,"viewCount":5031,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":409485500317784,"gmtCreate":1740988477163,"gmtModify":1740988487816,"author":{"id":"10000000000011856","authorId":"10000000000011856","name":"JimmyHua","avatar":"https://community-static.tradeup.com/news/7f17d426377c791ac5cdfef91fbf8408","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000011856","authorIdStr":"10000000000011856"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$</a> <v-v data-views=\"1\"></v-v>SMCI’s wild ride reflects both its AI-driven potential and growing risks. Valuation is stretched, and supply chain pressures remain, but AI infrastructure demand is a strong tailwind. Short-term volatility is high, but long-term prospects still look promising.","listText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$</a> <v-v data-views=\"1\"></v-v>SMCI’s wild ride reflects both its AI-driven potential and growing risks. Valuation is stretched, and supply chain pressures remain, but AI infrastructure demand is a strong tailwind. Short-term volatility is high, but long-term prospects still look promising.","text":"$SUPER MICRO COMPUTER INC(SMCI)$ SMCI’s wild ride reflects both its AI-driven potential and growing risks. Valuation is stretched, and supply chain pressures remain, but AI infrastructure demand is a strong tailwind. Short-term volatility is high, but long-term prospects still look promising.","images":[{"img":"https://community-static.tradeup.com/news/acccc0ff12b063d5b057bf7fc16ef3bb","width":"1200","height":"675"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":79,"commentSize":4,"repostSize":218,"link":"https://ttm.financial/post/409485500317784","isVote":1,"tweetType":1,"viewCount":11022,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010990","authorId":"10000000000010990","name":"Merle Ted","avatar":"https://static.tigerbbs.com/d0681550b13e51a8ffa4c08327616955","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010990","authorIdStr":"10000000000010990"},"content":"This week it will be green. At least $46 by the end of this week. Next week it will be big close to $55. Be patient👍","text":"This week it will be green. At least $46 by the end of this week. Next week it will be big close to $55. Be patient👍","html":"This week it will be green. At least $46 by the end of this week. Next week it will be big close to $55. Be patient👍"},{"author":{"id":"10000000000010994","authorId":"10000000000010994","name":"Mortimer Arthur","avatar":"https://static.tigerbbs.com/b8515044e6fcc500a9ce3ca05f33533b","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010994","authorIdStr":"10000000000010994"},"content":"Things will be getting better since CEO can concentrate on their core business now. The current quarter may not look too great since CEO was distracted by delayed filing. But afterwards, it should be great and strong!","text":"Things will be getting better since CEO can concentrate on their core business now. The current quarter may not look too great since CEO was distracted by delayed filing. But afterwards, it should be great and strong!","html":"Things will be getting better since CEO can concentrate on their core business now. The current quarter may not look too great since CEO was distracted by delayed filing. But afterwards, it should be great and strong!"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":408914583331016,"gmtCreate":1740822881944,"gmtModify":1740984485713,"author":{"id":"4103089604754610","authorId":"4103089604754610","name":"jethro","avatar":"https://static.tigerbbs.com/445b4765728802a2e3b3795587bae0a3","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4103089604754610","authorIdStr":"4103089604754610"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$&nbsp;</a><v-v data-views=\"1\"></v-v> Super Micro Computer Inc. (SMCI) has experienced a rollercoaster ride in recent months, with its stock price fluctuating dramatically. Since its earnings report on February 25, 2025, the outlook for SMCI remains mixed, with potential for growth but also significant investment risks. Potential for Growth - Booming AI Server Market: SMCI is a major player in the rapidly growing AI server market, driven by the increasing adoption of AI and data centers. The company's direct-liquid cooling (DLC) technology is expected to see widespread adoption, further enhancing its market share and revenue potential. - Strong Revenue Projections: SMCI has projected revenue of $40 billion for fiscal yea","listText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$&nbsp;</a><v-v data-views=\"1\"></v-v> Super Micro Computer Inc. (SMCI) has experienced a rollercoaster ride in recent months, with its stock price fluctuating dramatically. Since its earnings report on February 25, 2025, the outlook for SMCI remains mixed, with potential for growth but also significant investment risks. Potential for Growth - Booming AI Server Market: SMCI is a major player in the rapidly growing AI server market, driven by the increasing adoption of AI and data centers. The company's direct-liquid cooling (DLC) technology is expected to see widespread adoption, further enhancing its market share and revenue potential. - Strong Revenue Projections: SMCI has projected revenue of $40 billion for fiscal yea","text":"$SUPER MICRO COMPUTER INC(SMCI)$ Super Micro Computer Inc. (SMCI) has experienced a rollercoaster ride in recent months, with its stock price fluctuating dramatically. Since its earnings report on February 25, 2025, the outlook for SMCI remains mixed, with potential for growth but also significant investment risks. Potential for Growth - Booming AI Server Market: SMCI is a major player in the rapidly growing AI server market, driven by the increasing adoption of AI and data centers. The company's direct-liquid cooling (DLC) technology is expected to see widespread adoption, further enhancing its market share and revenue potential. - Strong Revenue Projections: SMCI has projected revenue of $40 billion for fiscal yea","images":[],"top":1,"highlighted":1,"essential":2,"paper":1,"likeSize":10,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/408914583331016","isVote":1,"tweetType":1,"viewCount":5342,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":408070559617112,"gmtCreate":1740646498947,"gmtModify":1741242125038,"author":{"id":"10000000000011856","authorId":"10000000000011856","name":"JimmyHua","avatar":"https://community-static.tradeup.com/news/7f17d426377c791ac5cdfef91fbf8408","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000011856","authorIdStr":"10000000000011856"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$</a> <v-v data-views=\"1\"></v-v>I’m a survivor.[Happy]","listText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$</a> <v-v data-views=\"1\"></v-v>I’m a survivor.[Happy]","text":"$SUPER MICRO COMPUTER INC(SMCI)$ I’m a survivor.[Happy]","images":[{"img":"https://community-static.tradeup.com/news/3ab20c218056590e288f694ac572ed9e","width":"1024","height":"547"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/408070559617112","isVote":1,"tweetType":1,"viewCount":3575,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":407798657937688,"gmtCreate":1740583053064,"gmtModify":1740583160372,"author":{"id":"3574669920054800","authorId":"3574669920054800","name":"kckckc","avatar":"https://community-static.tradeup.com/news/a0601d4e516d02b94a863a8323bddcda","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574669920054800","authorIdStr":"3574669920054800"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$&nbsp;</a><v-v data-views=\"1\"></v-v> make it rain","listText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$&nbsp;</a><v-v data-views=\"1\"></v-v> make it rain","text":"$SUPER MICRO COMPUTER INC(SMCI)$ make it rain","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/407798657937688","isVote":1,"tweetType":1,"viewCount":2501,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":407705013416200,"gmtCreate":1740551294193,"gmtModify":1740551298359,"author":{"id":"4192027907906022","authorId":"4192027907906022","name":"ELI_59","avatar":"https://community-static.tradeup.com/news/8f0db678e07fa297e21eddb33f939707","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4192027907906022","authorIdStr":"4192027907906022"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$</a> I do hope so 🤞🏻&nbsp;","listText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$</a> I do hope so 🤞🏻&nbsp;","text":"$SUPER MICRO COMPUTER INC(SMCI)$ I do hope so 🤞🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/407705013416200","isVote":1,"tweetType":1,"viewCount":2428,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":407540843769928,"gmtCreate":1740530933950,"gmtModify":1740532919932,"author":{"id":"4091108376154240","authorId":"4091108376154240","name":"Mrzorro","avatar":"https://static.tigerbbs.com/0aa7353d86c04413c1e18867403db3bd","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4091108376154240","authorIdStr":"4091108376154240"},"themes":[],"title":"","htmlText":"Options Market Statistics: Super Micro Files Financial Reports Right Before Nasdaq's Deadline <a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;&nbsp;shares were down 11% on Tuesday while surging more than 20% in extended trading. The most traded puts are contracts of $30 strike price that expire on Feb 28 and the total volume reaching 39,159 with the open interest of 41,084. The traded calls are contracts of $50 strike price that expire on Feb 28. On Tuesday, the company filed its late financial reports to meet Nasdaq’s rules, easing worries that it might be removed from the stock exchange. The company released its 2024 fiscal year results in a filing with the SEC. It also submitted financial statements for the quarters ending","listText":"Options Market Statistics: Super Micro Files Financial Reports Right Before Nasdaq's Deadline <a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;&nbsp;shares were down 11% on Tuesday while surging more than 20% in extended trading. The most traded puts are contracts of $30 strike price that expire on Feb 28 and the total volume reaching 39,159 with the open interest of 41,084. The traded calls are contracts of $50 strike price that expire on Feb 28. On Tuesday, the company filed its late financial reports to meet Nasdaq’s rules, easing worries that it might be removed from the stock exchange. The company released its 2024 fiscal year results in a filing with the SEC. It also submitted financial statements for the quarters ending","text":"Options Market Statistics: Super Micro Files Financial Reports Right Before Nasdaq's Deadline $SUPER MICRO COMPUTER INC(SMCI)$ shares were down 11% on Tuesday while surging more than 20% in extended trading. The most traded puts are contracts of $30 strike price that expire on Feb 28 and the total volume reaching 39,159 with the open interest of 41,084. The traded calls are contracts of $50 strike price that expire on Feb 28. On Tuesday, the company filed its late financial reports to meet Nasdaq’s rules, easing worries that it might be removed from the stock exchange. The company released its 2024 fiscal year results in a filing with the SEC. It also submitted financial statements for the quarters ending","images":[{"img":"https://community-static.tradeup.com/news/7b4d5f6ed4e0f90185e925e9fc3f7f98","width":"965","height":"1236"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":5,"link":"https://ttm.financial/post/407540843769928","isVote":1,"tweetType":1,"viewCount":3244,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":407481819755184,"gmtCreate":1740500841858,"gmtModify":1740501297521,"author":{"id":"4154321800217772","authorId":"4154321800217772","name":"hengzzz","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4154321800217772","authorIdStr":"4154321800217772"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$&nbsp;</a> f","listText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$&nbsp;</a> f","text":"$SUPER MICRO COMPUTER INC(SMCI)$ f","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/407481819755184","isVote":1,"tweetType":1,"viewCount":2914,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":407403358617984,"gmtCreate":1740499043133,"gmtModify":1740499046151,"author":{"id":"4186496110989302","authorId":"4186496110989302","name":"j islandfund","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4186496110989302","authorIdStr":"4186496110989302"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$&nbsp;</a> Flip a coin this could go anywhere! ⭐","listText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$&nbsp;</a> Flip a coin this could go anywhere! ⭐","text":"$SUPER MICRO COMPUTER INC(SMCI)$ Flip a coin this could go anywhere! ⭐","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":2,"link":"https://ttm.financial/post/407403358617984","isVote":1,"tweetType":1,"viewCount":2727,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":407396590841912,"gmtCreate":1740495506654,"gmtModify":1740495511141,"author":{"id":"3575005098665827","authorId":"3575005098665827","name":"kohhc","avatar":"https://static.tigerbbs.com/6c8fa5bd80d29855e42f8dcd3832e0db","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3575005098665827","authorIdStr":"3575005098665827"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$&nbsp;</a> wait long long...","listText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$&nbsp;</a> wait long long...","text":"$SUPER MICRO COMPUTER INC(SMCI)$ wait long long...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":1,"link":"https://ttm.financial/post/407396590841912","isVote":1,"tweetType":1,"viewCount":4657,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3583059532770730","authorId":"3583059532770730","name":"MrMax88","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"idStr":"3583059532770730","authorIdStr":"3583059532770730"},"content":"Think a lot of chaps waited, would be sad if you didn’t","text":"Think a lot of chaps waited, would be sad if you didn’t","html":"Think a lot of chaps waited, would be sad if you didn’t"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":407334180966784,"gmtCreate":1740482154058,"gmtModify":1740482159156,"author":{"id":"3578107586884499","authorId":"3578107586884499","name":"Teong","avatar":"https://static.tigerbbs.com/8efb603df00b2300b15ae0b6e06c7632","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3578107586884499","authorIdStr":"3578107586884499"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/SMCI\">$超微电脑(SMCI)$&nbsp;</a><v-v data-views=\"1\"></v-v> up over $90-95","listText":"<a href=\"https://ttm.financial/S/SMCI\">$超微电脑(SMCI)$&nbsp;</a><v-v data-views=\"1\"></v-v> up over $90-95","text":"$超微电脑(SMCI)$ up over $90-95","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/407334180966784","isVote":1,"tweetType":1,"viewCount":3600,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"essenList":[{"id":434873798787272,"gmtCreate":1747161290383,"gmtModify":1747169845280,"author":{"id":"3576995960633594","authorId":"3576995960633594","name":"CTMC","avatar":"https://community-static.tradeup.com/news/90266a5cf58bedf90ce86405ef77ecd6","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576995960633594","authorIdStr":"3576995960633594"},"themes":[],"title":"Super Micro Computer was initiated at Outperform with a $41","htmlText":"https://www.barrons.com/articles/super-micro-stock-price-news-ae570fe0","listText":"https://www.barrons.com/articles/super-micro-stock-price-news-ae570fe0","text":"https://www.barrons.com/articles/super-micro-stock-price-news-ae570fe0","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/434873798787272","isVote":1,"tweetType":1,"viewCount":3121,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}]}