Super Micro Computer. Every tracked FinTwit mention of $SMCI, newest first. 63 mentions since the first on Jun 20, 2025. See the price chart.
June 2026 · 6 mentions
Jun 2
Midas — $COHR
$AVGO
$ANET
$SMCI
$TSM
Follow me if you want to see when I enter these companies.↗
Jun 2
Shay Boloor — $SMCI showcased $AMD Helios rack-scale AI platform at Computex built around 72 AMD Instinct MI455X GPUs in a double-width rack.
This is AMD moving toward a full rack-level AI syst…↗
Jun 1
TheValueist — $SMCI will prob figure out some way to screw this up. https://t.co/PYLNpvEqfC↗
Jun 1
Shay Boloor — $SMCI expanded its AI server lineup with new $ARM based systems built for AI and high-performance computing.
Arm is moving further into the data center as AI workloads push demand…↗
Jun 1
BULL OF BRITAIN — A follow up as promised - a few names from every layer of the stack.
ALREADY RUNNING (still biddable, easy money gone)
> Agentic / server CPU - $INTC, $AMD, $ARM
> General-server…↗
Jun 1
KawzInvests 🦑 — $NVDA Vera CPU partner list from GTC Taipei.
Early Adopters: OpenAI, Anthropic, SpaceXAI
Cloud: $NBIS $ORCL $CRWV
Manufacturing: $DELL $HPE $SMCI $SNX
Taiwan ODMs: Foxconn, Qua…↗
May 2026 · 20 mentions
May 31
Midas — Here they are:
$TSM
$SMCI
$PLTR
$CRWD
$UBER
if this helped you out, follow me for more.↗
May 30
Michael | Hypermarkets — $NOW can easily triple from $125 by Jan 2027.
Remember, token use is expected to 2800% in 5 years says $GS.
So these 24 stocks can still 10x-20x:
(COMPUTE / GPU)
1. $NVDA — Eve…↗
May 29
Jason Luongo — $DELL just posted record earnings - $43.8B in revenue, up 88% YoY, and beat estimates by $8.4B.
AI server revenue hit $16.1B. Up 757% year over year. $24.4B in AI orders in a sing…↗
May 29
Wayne Liang — @_BONESTORM_ Personally not in $SMCI, but the technicals are looking pretty solid. Helix indicator starting to converge here. https://t.co/tPSzjYYwM1
April 2026 · 9 mentions
Apr 13
TheValueist — $SNDK all-time high ripper. Let's hope they don't crap the bed like the last hot GAI name $SMCI added to $QQQ . I don't believe that will happen. https://t.co/utxOUgMIik↗
Apr 10
TheValueist — This $SMCI is still working. These clowns better get their stuff together. They literally shoot themselves in the foot at every opportunity, even when they are positioned perfectly…↗
Apr 10
Dustin — $SMCI - for those of you who think the lawsuits prevents SMCI from being sold, you're wrong, because strategically, it's almost the best option for SMCI to sell now then continue t…↗
Dustin — $SPY might bail on $SMCI and buy $CCL
When oil sells off it will pop. People won't want to fly expensive to places. Pay jacked up air fares. People won't want to drive far for va…↗
Mar 27
Dustin — $SMCI Breaking NEWS
Investor relations posts Charles letter on the IR site. Hopefully the media picks it up. Thanks to cooper for his work on this. https://t.co/lIUHmSPmou↗
Mar 26
Dustin — $SMCI this stock now based on growth and valuation should be a minimum of $50 now; this is why it has gone up since Friday’s unwarranted drop; it’s a $50 stock that went below $20…↗
Wayne Liang — Anthropic and SpaceX IPO are going to be seismic events for the market. We'll see an influx of money into those sectors.
Aerospace & Space Tech:
$RKLB
$ASTS
$SATS
$PL
$RDW
AI In…↗
January 2026 · 1 mention
Jan 22
Leveraged Cat — This reminds me of when I sold $SMCI I think Jan 2023 off an earnings gap up and proceeded to miss a ~15x from the gap up
So many lessons I’ve learned since then
Anyway I should…↗
December 2025 · 2 mentions
Dec 26
Dustin — Institutional ownership is at all-time highs in these names:
$HIMS
$PLTR
$SMCI
$OSS
Smart money positioning is worth paying attention to. https://t.co/8ymOFjUyxj↗
Dec 24
The Future Investors — The Future Investors presents the 40 stocks with the highest projected revenue growth for 2026! 📈🚀
1. $NBIS | Nebius - 521.1%
2. $IREN | IREN - 134.6%
3. $NVDA | Nvidia - 49.8%…↗
TheValueist — This $SMCI turning into a banger. Up ~14% today. $DELL catch up trade. In Charles we trust, but they are still clowns to even need to make this announcement.
Supermicro Collaborat…↗
May 26
TheValueist — You know who is not on stage with Jensen and who never will be again?
$SMCI Charles Liang.↗
May 22
Michael Sikand 🦑 — Morgan Stanley's new research on AI racks has $DELL trading like it's a penny stock.
They modeled the next gen VR200 NVL72 rack at $7.8M per rack. That's up 95% from the $4M GB300…↗
May 20
Serenity — @OriginalTrades I don't quite think hiding 1300 pound furnaces is as easy as smuggling GPUs like $SMCI into hairdryer boxes.↗
May 17
Serenity — I'm 100% sure if I met all you "photonic memory" experts in real life.
498 out of 500 of you couldn't explain CXL memory pooling or KV cache infrastructure and what $PENG actually…↗
May 17
Serenity — @vz921 They have low P/S ratios because it's an $SMCI $DELL $FLNC type integrator.
Then they just throw in photonic memory when they build the appliance around it, then compare i…↗
May 17
Serenity — Very nuanced. People buying $PENG for $MRVL "photonic memory" are likely to be disappointed.
They're on the $SMCI integrator level with potential software add.
The high margin, f…↗
May 10
InvestmentGuru — The Complete Data Center Stack: Where the AI Infrastructure Money Flows Most investors still think AI is just about GPUs. That’s incomplete.
AI is an infrastructure buildout, an…↗
May 7
Michael | Hypermarkets — The AI supercycle is 15 years long! This is only year 3.
Invest in these companies and you're a millionaire in less than 10 years.
This is AI infrastructure value chain (every ke…↗
May 6
BULL OF BRITAIN — THE SUPERCYCLE IS HERE. QUICK RUNDOWN BELOW ON WHAT IS HAPPENING IN THE LAST MONTH
> Hyperscaler capex just got revised UP. $805B this year (+79% from 2024). $1.1T next year.
> A…↗
May 6
TheValueist — $SMCI KEY READ-THROUGHS FROM SUPER MICRO COMPUTER INC. Q3 FY26 EARNINGS CALL
Super Micro’s Q3 FY26 call is a broad AI infrastructure signal, not merely a company-specific earnings…↗
Dustin — $SMCI GROSS margining was the main excuse to cause the melt down from 58 the to 30 after earnings report last time. Now MARGIN has improved significantly. This number alone should…↗
May 6
InvestmentGuru — AI Infrastructure Earnings Sweep
Big after-hours strength across AI infrastructure names and the theme remains the same: demand is still accelerating.
$AMD
Strong beat across t…↗
May 5
unusual_whales — BREAKING: SuperMicroComputer, $SMCI, earnings:
- EPS: $0.84, est: $0.62
- Revenue: $10.2 billion, est: $12.4 billion
$JOBY earnings:
- EPS: -$0.12, est: -$0.21
- Revenue: $24 mi…↗
May 5
TheValueist — $SMCI (Bloomberg) -- Super Micro Computer reported adjusted earnings per share for the third quarter that beat the average analyst estimate.
THIRD QUARTER RESULTS
Adjusted EPS 84c,…↗
— $SMCI Uhhhh… Did he just confirm SMCI in space?
Great news! https://t.co/t4VVzhgOBi
Dustin — $SMCI SMCI confirmed the key point everyone ignored:
The company itself is NOT charged.
The DOJ case involves three former individuals, all removed immediately.
An independent in…↗
Apr 7
Dustin — $SMCI A Look At Super Micro Computer (SMCI) Valuation As Legal And Governance Scrutiny Intensifies
fair value estimate for SMCI stock is at least $74.7 using a 3y exit, and $126.5…↗
Apr 7
Dustin — $SMCI This company needs to do something radical. Like bring in a proven senior operator from an established tech company to augment Charles. They need to get some credibility in t…↗
Apr 6
Dustin — $SMCI as per Claude AI this seems to be an asymmetric bet, that doesn't come around often... NFA! https://t.co/YmKIRwWbXx↗
Apr 5
KaizenInvestor — War-driven energy inflation is inevitable, but companies solving the AI bottleneck are uniquely positioned to protect their margins.
Their critical role gives them the pricing po…↗
— $SMCI working. This piece takes too much work. Dude should have just got a $DELL https://t.co/hIfdD1rmU7
Dustin — $SMCI does anyone think we can reclaim $30 by next ER in May or is that too optimistic?
Like if you STILL believe $SMCI.↗
Mar 25
Dustin — $SMCI Make no mistake all, there is an element of risk to this stock, most definitely higher than most out there. That said, I don’t believe the news out can or will affect the rel…↗
Mar 24
Dustin — $SMCI It’s hard to see a positive in this drop, but I agree with the bullish takes from Optee, Congo, and others, that Supermicro avoiding direct charges in the indictment is a ver…↗
Mar 23
Dustin — $SMCI
Market makers wont pay out the puts
The puts ratio was 5/1 to calls
You're watching the market do its thing↗
Mar 23
Dustin — $SMCI The fact that it moves with the market says it all in my opnion, filled gap in 19 way over sold Solid buisness and moves with the market it's so important meaning that…↗
Mar 23
TheValueist — Taking a small Jan-2027 lotto bet on $SMCI - TACO bounce back. https://t.co/XloPF0VAvm↗
Mar 23
Dustin — $SMCI If you actually deep dive into what really went down in 2024 — not this 2026 noise — it's clear as day what happened.
The company is now trading at a market cap of just over…↗
Mar 23
Serenity — @DegnFarmer Oh I am. There's a ton of good opportunities ON, $SMCI at $18.5, $AAOI at $86, $AEHR, etc.↗
Mar 22
Serenity — @afgmantu Hear me out... $SMCI optics are trash.
But business itself looks undervalued at ~$12B MC. So might be worth taking the risk here.↗
Mar 21
Damnang2 — 실리콘밸리에서 근무하시는 선배님께서 실제 주변 정보로부터 들은 이야기들이라고 하네요. $SMCI↗
Mar 20
Dustin — $SMCI This is the same scandal from years ago that the company already settled with the goverment↗
Mar 20
The Future Investors — $SMCI We called it 1 year ago and it still holds up ⏳
Executives linked to illegal AI chip exports 🚨 That’s a major red flag 🚩
Too many risks, too many better opportunities 🔍…↗
Mar 20
The Future Investors — $SMCI A co-founder of Super Micro Computer and two others illegally sent $2.5B worth of Nvidia AI servers to China, using shell companies, fake paperwork, and deceptive tactics to…↗
Mar 20
TheValueist — $SMCI EXECUTIVE OVERVIEW
The March 19 indictment is a high-severity governance and compliance event for Super Micro because it alleges deliberate evasion of U.S. export controls o…↗
Mar 20
Dustin — $SMCI Expecting the stock to drop into the teens tomorrow.
To those downplaying this because Charles Liang wasn't indicted: this is still a massive deal.
1) Family ties — Indicte…↗
Mar 19
TheValueist — $SMCI Non-issue 🥹😭 The company states: "Super Micro Computer was informed today that the United States Attorney's Office for the Southern District of New York has unsealed an ind…↗
Mar 14
KaizenInvestor — Big companies are announcing huge layoffs.
$AMZN to cut 30,000 jobs, $META potentially 15,000 jobs.
$ORCL, $XYZ, $CRM, $ASML,… all announced cuts as well.
It’s not that those…↗
Mar 4
KaizenInvestor — I have written a full article on the AI chip supply chain.
The supply chain is structured into 4 different phases with 13 layers:
1. Raw Materials: $SHECY, $SUOPY, GlobalWafers,…↗
Mar 1
Mike Investing — The war between the U.S. & Iran has officially begun, and as a result war stocks will rise heavily.
If you aren’t invested into these picks by now then you’ll soon be left behind:…↗