• CTMCCTMC
      ·2025-05-14

      Super Micro Computer was initiated at Outperform with a $41

      https://www.barrons.com/articles/super-micro-stock-price-news-ae570fe0
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      Super Micro Computer was initiated at Outperform with a $41
    • WendyOnePWendyOneP
      ·2025-04-22
      $SUPER MICRO COMPUTER INC(SMCI)$ 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.
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    • JimmyHuaJimmyHua
      ·2025-04-22
      $SUPER MICRO COMPUTER INC(SMCI)$ 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.
      2.44KComment
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    • JimmyHuaJimmyHua
      ·2025-04-09
      $SUPER MICRO COMPUTER INC(SMCI)$ 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
      2.52KComment
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    • WendyOnePWendyOneP
      ·2025-04-09
      $SUPER MICRO COMPUTER INC(SMCI)$ 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.
      2.89KComment
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    • JimmyHuaJimmyHua
      ·2025-04-01
      $SUPER MICRO COMPUTER INC(SMCI)$ Waiting for triple digits.. Won’t be long now
      2.10KComment
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    • kw888999kw888999
      ·2025-03-27
      is it still above trend lines now after the 9 percent drop yesterday?
      2.64KComment
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    • JoeH123JoeH123
      ·2025-03-26
      Scary
      3.11KComment
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    • JimmyHuaJimmyHua
      ·2025-03-25
      $SUPER MICRO COMPUTER INC(SMCI)$ $SMCI don’t worry about whatever bullshit this is. Her is the big picture of where we are going.
      8.08K5
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    • WendyOnePWendyOneP
      ·2025-03-05
      $SUPER MICRO COMPUTER INC(SMCI)$ 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.
      4.25K1
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    • JimmyHuaJimmyHua
      ·2025-03-03
      $SUPER MICRO COMPUTER INC(SMCI)$ 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.
      10.04K4
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    • jethrojethro
      ·2025-03-01
      $SUPER MICRO COMPUTER INC(SMCI)$  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
      4.57K3
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    • JimmyHuaJimmyHua
      ·2025-02-27
      $SUPER MICRO COMPUTER INC(SMCI)$ I’m a survivor.[Happy]
      2.88KComment
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    • kckckckckckc
      ·2025-02-26
      2.16KComment
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    • ELI_59ELI_59
      ·2025-02-26
      $SUPER MICRO COMPUTER INC(SMCI)$ I do hope so 🤞🏻 
      1.83KComment
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    • MrzorroMrzorro
      ·2025-02-26
      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
      2.72KComment
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    • hengzzzhengzzz
      ·2025-02-26
      2.50KComment
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    • j islandfundj islandfund
      ·2025-02-25
      $SUPER MICRO COMPUTER INC(SMCI)$  Flip a coin this could go anywhere! ⭐
      2.29KComment
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    • kohhckohhc
      ·2025-02-25
      4.23K1
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    • TeongTeong
      ·2025-02-25
      $超微电脑(SMCI)$  up over $90-95
      2.75KComment
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    • CTMCCTMC
      ·2025-05-14

      Super Micro Computer was initiated at Outperform with a $41

      https://www.barrons.com/articles/super-micro-stock-price-news-ae570fe0
      2.60KComment
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      Super Micro Computer was initiated at Outperform with a $41
    • JimmyHuaJimmyHua
      ·2025-04-22
      $SUPER MICRO COMPUTER INC(SMCI)$ 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.
      2.44KComment
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    • WendyOnePWendyOneP
      ·2025-04-22
      $SUPER MICRO COMPUTER INC(SMCI)$ 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.
      3.15KComment
      Report
    • WendyOnePWendyOneP
      ·2025-04-09
      $SUPER MICRO COMPUTER INC(SMCI)$ 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.
      2.89KComment
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    • BarcodeBarcode
      ·2025-02-18
      $SUPER MICRO COMPUTER INC(SMCI)$  📈 🅑 🅤 🅛 🅛 🅘 🅢 🅗 📈   📈💹🚀 $SMCI - Momentum about to tick up 💪🚀📈 Super Micro Computer, Inc. (NASDAQ: SMCI) is riding the AI wave, surging 57.19% YTD, with AI server demand soaring as it cements its dominance in enterprise, cloud, AI, and 5G markets. Institutions are paying attention; 33 hedge funds now hold positions, reflecting strong confidence in SMCI’s long-term trajectory. 🐳 Options Whale Activity, Institutions Making Big Bets Big money is moving into SMCI, and the options tape tells the story. A $48,400 call sweep involving 77,700 contracts signals institutional traders positioning for more upside 📈💹📈 Overnight trading has already pushed SMCI to $50.01, suggesting momentum is building. 🔑 Fibonacci Lev
      4.90K34
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    • JimmyHuaJimmyHua
      ·2025-04-09
      $SUPER MICRO COMPUTER INC(SMCI)$ 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
      2.52KComment
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    • ShenGuangShenGuang
      ·2025-02-21

      Are Some Investors Bullish on Supermicro Possibly Delisting?

      Server and storage solution manufacturer Super Micro Computer, Inc. (NASDAQ: $SUPER MICRO COMPUTER INC(SMCI)$) – better known as "Supermicro" – has been having a rough time of late. In October last year, their long-time auditor Ernst & Young ended their association, stating that it no longer had confidence in management’s statements and no longer wanted to be associated with the financial reports prepared. The company reported a month later that it has now retained BDO USA as its auditor to stay compliant with listing requirements at Nasdaq. Ernst & Young's decision was preceded by the U.S. Department of Justice (DoJ) opening an investigation into the company following an exposé alleging "accounting manipulation" by now-defunct s
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      Are Some Investors Bullish on Supermicro Possibly Delisting?
    • jethrojethro
      ·2025-03-01
      $SUPER MICRO COMPUTER INC(SMCI)$  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
      4.57K3
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    • RocketBullRocketBull
      ·2025-02-19

      🚨🚨Market Analysis for February 19, 2025

      Global Equity Markets 1. **US Markets**:      - The **S&P 500** rose 0.24% to a fresh closing high of 6,148.8, driven by tech resilience and optimism ahead of the FOMC meeting minutes. The **Nasdaq** gained 0.07%, while the **Dow** edged up 0.02% to 44,657.0, reflecting a cautious but positive sentiment .      - **Tech Sector**: NVIDIA (+3.4%) and Tesla (+5%) led gains, supported by AI-driven demand and strong earnings. However, Intel (INTC) and HP Inc. (HPQ) are showing bullish technical signals, with Intel’s 5dEMA crossing the 200dEMA and HP’s MACD turning positive .   2. **Asia-Pacific**:      - **Hang Seng**: Jumped 2.24%, driven by Alibaba (+8.6%) and Xiaomi (+4.8%) on AI optimism. The **Shanghai Composite** ros
      2.46KComment
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      🚨🚨Market Analysis for February 19, 2025
    • JimmyHuaJimmyHua
      ·2025-03-25
      $SUPER MICRO COMPUTER INC(SMCI)$ $SMCI don’t worry about whatever bullshit this is. Her is the big picture of where we are going.
      8.08K5
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    • 1M401M40
      ·2025-02-19
      $SUPER MICRO COMPUTER INC(SMCI)$   Be fearful when others are greedy, and be greedy when others are fearful. In August 2024, Hindenburg Research, a prominent short-selling firm, released a report on SMCI which led to a significant decline in SMCI’s stock value, which has fallen from its all time high of $114 to $18 in just 6 months. I'll now explain why I continue to buy SMCI at $18 level despite all the bad news: 1. Valuation: at $18 a share, PE is around 10 which looks very undervalued. Not many days you can buy a tech stock for a PE under 10. The last time I had the opportunity was when Facebook dropped to $88 and PE was 8 that time.  2. SMCI plays a significant role in Nvidia’s overall revenue, particularly in the data center se
      4.72KComment
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    • ToNiToNi
      ·2025-02-20

      Super Micro Computer, Inc. (SMCI): Recent Stock Surge and Long-Term Outlook

      As of February 19, 2025, Super Micro Computer, Inc. (SMCI) closed at $60.25, marking a 7.98% increase from the previous trading session. SMCI has been one of the best-performing stocks in the S&P 500 in recent weeks. Since the beginning of 2025, the stock has surged approximately 83%, outperforming high-growth names like Palantir Technologies. (Source: Barron’s) What’s Driving SMCI’s Rally? 1. AI Data Center Boom: • CEO Charles Liang recently provided an optimistic business update, projecting that company revenue could reach $40 billion by 2026, fueled by the growing demand for AI-driven data center servers. • This forecast represents a 60% increase from 2025’s high-end revenue estimates. (Source: Investopedia) 2. Regulatory Risks & Nasdaq Compliance Issues: • Despite recent stock
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      Super Micro Computer, Inc. (SMCI): Recent Stock Surge and Long-Term Outlook
    • JimmyHuaJimmyHua
      ·2025-04-01
      $SUPER MICRO COMPUTER INC(SMCI)$ Waiting for triple digits.. Won’t be long now
      2.10KComment
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    • ToNiToNi
      ·2025-02-18

      Super Micro (SMCI): A Rising AI Server Star or Overhyped Bubble?

      Stock Surge Amid Market Optimism Based on your provided stock chart, SMCI has seen an impressive rally, breaking above $48 with a 13% daily gain and continued strength in after-hours and overnight trading. This aligns with its ambitious $40 billion revenue target and the surging demand for AI servers. AI Server Boom: Opportunities and Risks Super Micro’s key advantage lies in its high-performance computing solutions, optimizing hardware for NVIDIA and AMD AI chips. With the rapid expansion of AI applications like ChatGPT, demand for AI servers has skyrocketed, driving SMCI’s sales growth. However, some analysts are skeptical about its “$40B” goal: • Intensifying Competition: Established players like Dell and HPE are doubling down on AI servers, and NVIDIA might adjust its supply chain stra
      5.96K4
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      Super Micro (SMCI): A Rising AI Server Star or Overhyped Bubble?
    • kw888999kw888999
      ·2025-03-27
      is it still above trend lines now after the 9 percent drop yesterday?
      2.64KComment
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    • JoeH123JoeH123
      ·2025-03-26
      Scary
      3.11KComment
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    • KKLEEKKLEE
      ·2025-02-19
      $SUPER MICRO COMPUTER INC(SMCI)$   Super Micro Computer (SMCI) has gained 16%, fueled by strong AI-driven demand. With the upcoming 10-K filing, investors are watching for potential catalysts—but will it reveal anything new, or is the stock’s trajectory already set? Why the 10-K May Be a Non-Event No Major Surprises Expected – SMCI has been transparent in earnings calls, and the 10-K is unlikely to contain game-changing updates. Momentum Already in Play – The rally is largely driven by AI sector strength and institutional accumulation, not regulatory filings. Fundamentals Remain Strong – The company’s growth trajectory is well-established, making the 10-K more of a routine disclosure than a market-moving event. What Could Still Matter? M
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    • Hippo TanHippo Tan
      ·2025-02-25
      $SUPER MICRO COMPUTER INC(SMCI)$  Super Micro Computer (SMCI) is riding strong momentum ahead of its 10-K filing, and I believe the stock is primed for a breakout past $80 rather than a pullback to $50. Here's why:   1️⃣ Strong Fundamentals & AI Tailwinds – SMCI has been a key player in AI-driven server demand, benefiting from the explosive growth in high-performance computing. The company’s partnerships with Nvidia and AMD position it well to capitalize on the AI boom, driving strong revenue growth.   2️⃣ No Major Red Flags Expected in 10-K – Investors are watching closely for any surprises in the 10-K filing. If there are no material downward revisions or accounting concerns, confi
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    • MrzorroMrzorro
      ·2025-02-26
      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
      2.72KComment
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    • GOPAY BM1WZ7T2GOPAY BM1WZ7T2
      ·2025-02-24
      SMCI is the 1 Big Win. AI Server Dominance: SMCI is a leader in AI-optimized servers, partnering with NVIDIA (Blackwell GPUs) and Microsoft to meet surging demand for AI infrastructure. FY2026 Revenue Guidance: $40 billion (70% growth from FY2025), deemed "conservative" by CEO Charles Liang. Historic Price Surge: 5-Year Return: +1,336% (driven by generative AI boom and cloud adoption). 52-Week High: $122.90 (March 2024), though shares corrected to $56.07 by February 2025. Market Sentiment & Catalysts: News Highlights: Strategic AI partnerships, bullish revenue cycles, and data center sector growth (9.29% CAGR projected through 2033). Options Activity: Elevated implied volatility and gamma spikes near key price levels amplified speculative interest. Financial Metrics: Valuation: P/E 27.
      3.67KComment
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