SMCI
Super Micro Computer Inc
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-41.03% Today
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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
I'm just a little sus'd out by the fact that we've had lower highs for like 2 months now. For example: * $973 (March 8) * $965 (March 25th) * $908 (April 11) * $891+ (May 3) So I just am kinda sus'd out by the trend of lower highs. I feel like the SMCI blow dart guy is coming.
Let's pump the SMCI money into NVDA. 
Why isn’t SMCI moving up as much, I’m worried it gonna die :(
Been scalping SMCI all day and made 2k. Rolled into an NVDA 885c for next week. Done for the day
Bought some SMCI fd's... might print!
Dip on NVDA/SMCI was B-E-A-UTIFUL to play today. Great week 10/10
Dear SMCI, I see that you’re trying to go high, but if I want my port to multiply, I really need you to go and die
SMCI due for a big pop over 800.
SMCI is getting on my got damn nerves.
SMCI print baby 
Bailed out by SMCI calls 
SMCI making progress towards a full recovery. Get well soon, bb.
Made like $2K off SMCI calls/puts right at open during the run up. Yesterday I made $4K and again just now… unironically the best stock to trade at open for the first 10 mins
Friday means time to play with SMCI and MSTR cause those fuckers move bigly end of week
Is this bullish for market? Or are we going to see a gradual sell off at open? Thinking what to do of my ITM SMCI calls expiring today
Dayum... SMCI gonna hit $800 today. FD's gonna print HARD.
I made like 20k this week on NVDA, SMCI, and SPY calls. Now it’s just sitting there, begging me to throw it on some 0dtes, and it’s Friday so there are LOTS of option options. Where should I put my money to lose it the fastest?
One of the key principles that many people fail to realize is that AI == shitloads of data. In and out, exponentially increasing over time. That is expensive to store, very expensive to query and even more expensive to process. On top of that you can add supply chain bottlenecks that might be forming because all those NVDA + SMCI rigs sold lately needs mucho electricity. My point is that 6-12 months from now we might see that a flexible service exploiting compute resources more effectively is much cheaper than other solutions. Is SNOW solves these issues? IDK judge for yourself
Been a bull all my life except for SMCI. Life has been rather good so far, so time to lose some
Anyone think Smicky (SMCI) will hit 1000 by Friday the 10th? Me either. Sell the 1000 calls for a buck
You act like SMCI didn’t have an insane run
Just wanna say this is what's wrong with our market. Read it and let it sink in. SMCI $1.63 a share in the prior-year quarter. However, Q3 sales of $3.85 billion missed estimates of $3.96 billion by -3% although this was a 200% increase from $1.28 billion a year ago.
Need SMCI to scam pump tomorrow or I'm huffing air duster
Per your edit, "substantially identical" in the was sale rule is (intentionally?) ambiguous, but it wouldn't come down to simply stocks with similar prices. That's more happenstance than a significant similarity. This might be a clear-cut example of substantially similar (but there are certainly grayer areas in between): Selll SMCI shares for a loss. Immediately buy SMCI LEAPS calls. If you want to read more about this -- at the risk of engaging dry content and ending up deep in the forest -- the following resource seems decent enough: https://www.morningstar.com/financial-advice/wash-sale-challenge-what-is-substantially-identical
If AAPL holds... obviously all tech and the market gonna rip tomorrow. And it's a friday... options expiry. Ever had FD's go parabolic on a friday? Nothing like it. Could see SMCI over $800 tomorrow off the AAPL boost.
If it was anything like SMCI, it'll drop 20%.
SMCI with the casual 8% intraday v shape
Calls on NVDA, Puts on SMCI
Thank you, SMCI gave it to me
SMCI refuses to drop further
How do you see SMCI playing on in the next couple of months? I bought £200 worth when it spiked up during earnings at $930, but right now it’s making a heavy loss.
COIN calls for next week SMCI calls near 700 BKNG calls sold before earnings
well I would say at least for now SMCI is actually making growth in profits. It's 300% yoy in growth. Why is that a meme. this isn't gamestop lol jesus.
SMCI really taking it's time getting back under 671
SMCI with a casual 5% v off lows
I think this past 2 weeks has been the beginnings of repricing of the long end of the yield curve. Micheal Kao talks about it on this podcast. https://x.com/jackfarley96/status/1720121510981972398?s=42&t=NqjrAqbhQX7-qPCcRb-5nQ If he is right and we are getting bear steepening now on the yield curve which it appears we are seeing after the fed meeting yesterday. (Yields yeeting) what comes next could be bad. The fed has two shitty choices. 1. Cut rates because gdp to debt ratio is getting stupid. Or 2. keep/raise rates and print more money to pay for it. 1. Is bad because it will increase the wage price spiral and blow out inflation leading to civil unrest. Despite what 5% inflation could do for equities in the short term its bread lines in the long term. 2. Is bad because it’s a 1980s recession. If the steepining is confusing read about them here. https://www.investopedia.com/terms/b/bearsteepener.asp Positions. Qqq ATM puts eom, wait two weeks and watch yield curves dunk the Qs. Other position short SMCI. They are a perfect example of a company that’s so over valued they will be the pet.com of whatever economists call this period of time ten years from now.
What are you thinking for SMCI? I don't anticipate it ever going above 1000 again, but I'm hoping NVDA earnings craze takes it higher than its own pre-earnings level.
this guy gets it. Every single of the hyper scalers (largest purchasers of AI chips) increased capex and blackwells dont even come online until September of this year at the earliest!!! Remember blackwells require liquid cooling, something the IT world is scrambling to compete on. VRT SMCI DELL even CLS are all racing to win the liquid cooling race. SMCI wouldnt be raising capital to invest to heavily right now if biz was about to slow
If AWS decides not to buy servers from SMCI, what do you do?
6 month daily SMCI chart today and yesterday mimics pattern 2/20 and 2/21 when it increased (earnings?) following day.
SMCI will be sub 200 by EOY.
!banbet SMCI 930 3D
SMCI biggest V in history you heard it here first
SMCI and AMD down, NVDA you’re next 
any SMCI bulls still alive/left?
SMCI to 650 and I’ll never gamble again
How heavy are those SMCI bags buddy?
Bro can’t even get the SMCI ticker right
SMCI’s ER wasn’t bad, A-lot of people just over expected.
Had an SMCI call that I bought for $4.70 and sold around $14.00…checked back about 2 weeks later (I kept it on my watch list) and that fucker went to $137.00. I cried myself to sleep that night
SMCI just barley missed revenue and upwardly revised their growth projections for the rest of the year and AMD is NVDA's direct competitor, so them doing poorly is not as bad as a sign as one would think, plus their market share is dwarfed compared to NVDA's. Meta's capex projections were revised higher because they said they need more chips and Google and Microsoft are also doubling down on AI. Aside from the troubling macro picture, this is all good news for NVDA, it's their market to lose. Their competitors aren't performing as well as they thought and their customers are literally saying they are going to spend more on AI. But fuck it buy puts.
Says the dude who doesn’t know the right ticker for SMCI
I’m proudly holding CEG, third best performer in the S&P for the year behind SMCI and nvda. Didn’t even buy it. They were spun off from excelon power that I own.
add SMCI to the list
SMCI maybe reclaims that stupid drop today
SMCI and NVDA as now you can buy the dip
Imagine buying SMCI at $1,200
You're the same guy buying fucking tesla at 70x forward earnings with current pe at 47x (which means they're losing money) chewing on elons every lying word as yeah that's justified. Small/mid caps have higher pe on growth potential. Tesla is a mega cap for christ sakes. Why do you think smci is overpriced as fuck when it's pe is 57 and forward pe is 26. SMCI has a market cap of only 42 billion. To put it in perspective djt has a market cap of 6/7 billion with - millions due to legal fees payments. But yeah dude smci is a real meme stick here.
Who gets to $900 first, SMCI or NVDA?
SMCI going to the moon today
Bought some SMCI calls yesterday @ 2.90, put a sell order in for $9 and went to bed. Woke up this morning and $9 was the high for the day so thinking about taking that win and retiring because surely that'll never happen again. Or maybe I'll go again tonight, who knows.
Been eyeing this. shit might go down. ASML, TSM, AMD & SMCI did. Most guided lower deliveries and supply constraints. I think TSM had positive earnings and guidance if not mistaken but still went down. QCOM was the only one up today but don’t know the details. It’s probably going to lower this week if semis get pushed down by market. I’m sure IV gonna be picking up for next week.
1) SMCI not SCMI you belong here 2) NVDA is still the leading in AI chips and have the demand to show so hard to drop that low because of those factors you mentioned 3) "we gotta wait for the data" has been a thing for the Fed since this new status quo in 2022 and you think investors are *now* catching on? Lmao
SMCI was $708 today it's now $750..how do y'all not see this moves..the money is in the chart
Courtesy of our future overlords, here is the summarized version from Chat GPT… 1. SMCI reported flat earnings but raised its full-year outlook. It's important to recognize that SMCI is only a fraction of Nvidia's business, so diversifying holdings is recommended. ASML also raised guidance, indicating positive momentum in the sector. 2. Supply chain constraints benefit Nvidia's business by driving prices up. This could lead to strong earnings for Nvidia in the future. 3. Companies related to Nvidia, such as Samsung, TSM, Qualcomm, Meta, AWS, Tesla, and Microsoft, are all reporting positive news, indicating strong demand for AI-related products and services. 4. Microsoft's capacity constraints are affecting its AI throughput, with demand exceeding supply. This could impact Nvidia indirectly. 5. Apple could be an attractive investment opportunity, especially considering strong demand for AI-enabled devices like iPhones and Galaxy phones. Overall, the message suggests optimism for Nvidia and related companies, despite potential challenges in the supply chain. Regards to all the regards,
Congrats, smart play. I stayed away from this play but after AMD and Intel earnings, it was pretty clear it wasn’t going to be good. Makes me want to go puts on Nvidia but I’m sure now bad earnings is priced in, Nvidia will beat by 0.1% and the stock will go over $1000 Over the weekend I came up with a plan to go puts on SMCI, CHGG , Fastly and door Dash. I literally don’t know wtf happened with those ideas because the only 2 puts I bought was Pinterest and now Carvana. I really fucked up.
Dude jpow said no rate cuts in June, & have you listened to SMCI ER. It was actually good, Eps was a miss but still a beat compared to other chip companies.
This is such cope hahahaha. I love it. SMCI is overpriced as absolute fuck. Good luck goober
SMCI beat their own ambitious estimates, growing earnings >300% YoY. The dump was coordinated. It’ll be back above 800 by Friday.
Here's an alternative 1. SMCI = Actually came in flat and reguided on full year outlook. People need to understand that SMCI is a fraction of Nvidia's business. VRT is a great company and also a great partner in this exact same space so diversify that holding. Next, ASML guided the exact same way. More to come towards the back half of the year. Buy the dip. The reason for this is that their business model is completely different and cyclical to to Nvidia's. 1 is pre-sale nvidia and the other is post sale installation to nvidia. To put in in perspective, Jensen just delivered the 1st H200 to OpenAI. That took me by surprise. The 1st? I thought they had a million of those things out by now. 2. Supply chain constraints are the lifeblood of Nvidia business. This is simply supply and demand microeconomics. While it may hurt an SMCI it does nothing but drive Nvidia's prices up. Also, this has a smoothing effect that I think will play out with Nvidia just posting strong earnings because it's not even fathomable how many chips are needed and what is even actually out there. 3. Everyone that is directly relating to Nvidia is actually posting good news that nobody is paying attention to. Samsung just had record earnings from selling phones and HBM memory. TSM reported strong demand for AI chips over their other chips that have nothing to do with Nvidia. Qualcomm just posted AH good earnings. 4. Bonus. Nobody caught this zinger on the Microsoft call and this directly relates to Nvidia. The throughput you can obtain from Microsoft is being crushed downwards because they don't have "enough" capacity. They posted a +7% AI spend for their Azure revenues. An analyst asked Microsoft why wasn't it higher (effectively) and the response was because they just don't have the capacity to meet the demand. I can verify 1st hand this is true. They even went further to say that for Copilot they have dedicated capacity so that the demand doesn't affect Copilot usage. 5. I think Apple is a sleeper here. What better time, unless they drop after earnings, to buy Apple. If there is a time to get in it's now. The Rabbit and Pin are stupid and people will do all of those things on the IPhone and Galaxy phones. No need for another device. It's coming. QCOM Just reported strong growth on strong demand for the newest and latest AI phones. How will that AI work? From GPT on the Iphone. Your calls may be fucked
SMCI let it rip!! to 950$ in 1 week 
Ouch that's a toughie. Feel premarket out in the AM and go from there. I sold SMCI puts immediately at open (16%) and they went to about 18 shortly after. O well
TESLA CALLS,NVDA CALLS,SPY CALLS,SMCI CALLS,SMCI CALLS. There market is not yet ready for a huge pullback..it's up and up till last quarter of the year..the money is in the chart not your feelings..do you hear me bears..before I get your spray
And? Doesn't change the fact that SMCI was down over 100 points after the initial earnings announcement. Which the market is deeming an overreaction. NVDA != SMCI
Just as dumb as the SMCI cope artists predicting it to go to 1500-1700.
SMCI up NVDA down, what a 🤡market.
SMCI fucked me all day long. Kept trying to chase it and it switched directions immediately after I made a move. Just fucked me in the face 5 times in a row.
If SMCI goes to $800 or $750 tomorrow I will retire early
you’re not alone, fellow regard. looking forward to the tendies coming our way 7 x SMCI $800 calls expiring 5/17
Uh, based off earnings whisper on Apple and what we've been hearing during calls involving AI, you very much have it backwards here. If right, it has Apple missing on EPS. I've said it already multiple times and will again, it's just so freaking dumb that SMCI is dragging around multiple AI stocks. You had VRT blow out earnings and everything we're hearing on calls is still bullish NVDA. I will say though that while Apple may miss, I sort of think it won't move negatively, similar to TSLA.
I told a friend about my plays today, which kept me accountable and almost forced me to take profit. I’ve tried to do that on WSB in the past, but you guys are such degenerates (and you don’t actually know me), so it has never really worked. Real life, man. It’s a game changer. Anyway. 5 x SMCI 750 calls expiring on Friday. Don’t @ me.
AAPL earnings and more SMCI dip.
Why am I such a paperhanded bitch, even with shares lmao. Called [SMCI gap fill](https://www.reddit.com/r/wallstreetbets/s/opGRsyXlT6) this morning, but bailed @ $735, why can’t I be confident in the plan. 
Lol went from AMD calls deleting my port, to my few AMD and NVDA puts bringing me back to even, to the calls on SMCI and NVDA I bought before FED to now have 3x'd my port. All same day
SMCI +8% from intra-day lows. oof it got done so dirty
SMCI MOON BABY MOON. GUIDANCE UP, BEAT EPS, ALMOST BEAT REVENUE. TIME TO MOON BACK TO 950$ NEXT WEEK 
My SMCI call up 350% but i'm holding until zero or hero
SMCI was oversold. Back to 800+ EOW
sounds dovish to me SMCI TO 950$ 🚀🚀🚀🚀🚀
Show of hands who bought meme stock SMCI at $1200?
SMCI CALL MSFT CALL TESLA CALL LLY CALL...Market is going to digest fed points then take off