Super Micro Computer. Every tracked FinTwit mention of $SMCI, newest first. 191 mentions since the first on Dec 22, 2025. See the price chart.
July 2026 · 14 mentions
Jul 16
Michael | Hypermarkets — The AI "bubble" already popped.
Average drawdown: -42% from peaks so far:
🔴 NuScale $SMR -85%
🔴 Oklo $OKLO -76%
🔴 Redwire $RDW -69%
🔴 Navitas $NVTS -63%
🔴 Oracle $ORCL -62%
�…↗
Jul 14
Michael | Hypermarkets — According to $IBM, $MU should spike to $2000+
These are $IBM CEO exact words:
"In the last few weeks of June, we saw clients shift their quarterly capex spend toward servers, sto…↗
Jul 9
Midas — Here are the top stocks I found using @asymmetrix_xyz which tracks insiders like Trump, Leopold Aschenbrenner, Serenity, etc:
$PLTR
$SMCI
$VRT
$SNDK
$MU
Save this post and follo…↗
Jul 9
Chris — 150% Gainer on $SMCI Calls 07/17 and 07/10 in Copy Trading 🎯 https://t.co/zT3Ah4Qi7Z↗
Jul 9
Chris — $SMCI closed more than 7% higher on Wednesday following the company’s launch of Kubernetes Edge AI appliances in collaboration with Red Hat and Everpure.
The turnkey solution is…↗
Chris — $SMCI Trade Idea
• Multi-week downtrend line is under pressure
• $27.69 is the key breakout and reclaim level
• RSI is curling higher as volume starts to build
• Breakout targets:…↗
Jul 7
Alphatica — LARGE / MID-CAP TAPE | July 7, 2026
Large / mid-cap blocks. -$726M net sell. $ALAB -$138M. $TER -$129M zero buys. $RKLB -$124M. $NET +$79M near-zero sells. The mid-caps got hit. Q…↗
Jul 7
Tradable Astronaut — Name level, the index keeps finding them.
$CRNX top of 1,257 scored names at a perfect 100. The 100 club already paying since added. $TENB +22%. $MRNA +15.7%. $ABCL +15.5%. $GLUE…↗
Jul 3
TheValueist — $IREN giving off $SMCI vibes. Separately, I love this new feature in the BBG mobile app. When you search for something in the main search bar, it automatically populates relevant b…↗
Jul 2
Kevin Maro — @SVBriskmanager BTW do you still feel confident about $SMCI after that raid a little while ago?↗
Jul 2
Midas — Here are the top stocks I found by using @asymmetrix_xyz which can spot AI bottlenecks in seconds:
$PLTR
$SMCI
$VRT
$SNDK
$MU
If this helped you out, follow me for more.↗
Jul 2
Michael Sikand 🦑 — 4) SuperMicro - $SMCI
The highest risk, highest reward name on this list. It builds the densest AI servers alive and ships them faster than anyone, sitting on a $39B backlog with…↗
Jul 2
Chris — $SMCI setting up with a clean technical reclaim near the $28 level.
Support is holding around $27.70, with price attempting to break the short-term downtrend on the hourly. A conf…↗
unusual_whales — JUST IN: Taiwan raids SuperMicro, $SMCI, offices in expanding chip exports probe↗
Jun 29
Shay Boloor — $SMCI offices raided as Taiwan expands its chip smuggling probe. https://t.co/GEBJNOtyWg↗
Jun 28
InvestmentGuru — The market just handed us a masterclass in thesis validation.
The top performers of 2026 aren’t random. They’re a roadmap.
Memory $SNDK. $MU. $WDC. Three names. One theme. The wor…↗
May 2026 · 23 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 · 12 mentions
Apr 24
Gaetano — @pennycheck Same wavelength my man $smci https://t.co/UQmFfU0RrI↗
Apr 23
Shay Boloor — $SMCI is down ~10% after reports it lost a material $ORCL GB300 contract reportedly worth more than $1.1B.
The report also flagged concerns around its $NVDA B200 inventory adding…↗
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…
March 2026 · 53 mentions
Mar 30
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
Alphatica — $SPY is down 4.5%. The Alphatica Earnings Quality Signal is up +2.90% now during this sell-off.
That's +7.43% alpha while the market bleeds.
Short book went 9/11 in this selloff.…↗
Jason Luongo — Big Tech just committed $650B+ in 2026 capex.
Here's how that money flows through every layer of the AI stack:
Compute: GPUs and Accelerators
$NVDA - Blackwell shipping now, Rubi…↗
Feb 25
Shay Boloor — $SMCI and VAST Data launched a joint enterprise AI platform with $NVDA to simplify and accelerate "AI factory" deployments.
Jensen’s been saying the unit of sale is shifting from…↗
Feb 22
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…↗
TheValueist — $SMCI TRANSACTION OVERVIEW
Super Micro Computer, Inc. disclosed a Taiwan-law governed syndicated revolving credit arrangement entered on January 21, 2026 by Super Micro Computer,…↗
Jan 24
Serenity — Jan 25th Ratings. Post EU Tariffs and $INTC ER.
Strong Buy:
$SNAP
$META
Samsung Electronics
SK Hynix
$MU
Unimicron
$TSM
$CRCL
$AXTI
$LPTH
$COPX
$LIT
$AEHR
$FORM
$AMKR
$AVGO
$MRV…↗
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…↗
Serenity — @ejdisokqaloa So I can argue the bear case for $NVDA too, that hyperscalers are building their own ASICs. But in cases like these, you look at numbers rather than narrative like, t…↗
Dec 31
Serenity — Happy New Year!
The strangest “seasonal anomaly" is the January Effect for mean reversion rallies.
Look for beaten down names like
$MSTR -53.9%, $HIMS -41.9%, or $SMCI -38.63%…↗
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↗
Nezih Gökay — ÇOK GÜZEL BİR MİKRO HİSSE BULDUM 5 - ABD - $NNE
Bu hızla giderse yapay zeka enerji ihtiyacı 2050 yılına kadar 2 katına çıkacak. Bu aşamada nükleer enerji tarafına yönelimler başl…↗
Jun 24
AlmaCap — $AAOI at c.$151 presents a nice opportunity, with an IV of 134.1% you can sell at the money weekly puts expiring on the 2nd July for roughly $13 - presenting a c.8.4% return on at…↗
Jun 24
InvestmentGuru — $NVDA AGM Day — 3 Things That Matter for the AI Chain.
$NVDA shareholders meeting is live today. Stock sitting near $200. Here’s what the smart money is watching 👇
1. Blackwel…↗
Jun 22
Antonio Costa — $SMCI into the gap https://t.co/DTcME2mwHb↗
Jun 22
Ben Pouladian — Every AI-server stock tripled in 2026. One didn't the one everyone calls a fraud, that builds xAI's Colossus racks.
Today $SMCI flexed its Vera Rubin DLC blueprint at ISC. Stock +…↗
Jun 22
Alphatica — Breaking News:
Super Micro just unveiled the full data center blueprint for Nvidia's next-generation Vera Rubin platform.
The scale: up to 1,152 Rubin GPUs and 576 Vera CPUs per…↗
Jun 22
Ben Pouladian — Agree with @sssjeffpu here on $SMCI full write up on https://t.co/2cq9qGu4gc here is a snippet $SPCX https://t.co/E1J725nt18↗
Jun 21
Midas — Using @asymmetrix_xyz, the platfrm to find 10x stocks early, here are the 5 AI stocks they could possibly choose:
$PLTR
$SMCI
$VRT
$SNDK
$MU
If this helped you out, follow me for…↗
Jun 19
InvestmentGuru — New ATHs:
• $INTC
• $MRVL
• $MU
• $SNDK
• $TSM
Tech & Semis Continue to Lead the Market Higher
Today’s rally was another reminder of where the money is flowing. Several semicondu…↗
Jun 17
Alphatica — Breaking. Vultr selects $HPE and $NVDA for next-generation AI data center infrastructure.
Vultr, one of the largest privately held hyperscalers, is deploying NVIDIA GB300 NVL72 sy…↗
Jun 16
Antonio Costa — $SMCI 13G JANE STREET GROUP, LLC https://t.co/l5Z2pQQuZ9↗
Jun 16
Antonio Costa — $SMCI $32 Jul24 calls ate getting some volume this morning. Breakout watch over 32.2 (Potential bottom setup). https://t.co/B2z4YE9Ux1↗
Jun 16
mon — New models are shipping every few weeks, each one needing more computing power than the last, and the models coming in 2, 5, and 10 years will need vastly more than anything runnin…↗
Jun 15
Alphatica — +$15.20B. The semi complex goes all-in. $MU $NVDA $MRVL $AMD. Four semi names on the buy side. $TSLA flipped to sell.
$32.69B in buy blocks. $17.49B in sells. Net flow: +$15.20B.…↗
Jun 13
SandemanStocks — Another way to think about the US government controlling AI models is to think of it as electricity:
Closed frontier AI world: A few giant power plants sell electricity to everyon…↗
Jun 12
TheValueist — Verda is my Blackwell GPU cluster provider. They are one of, if not the best, on demand NVDA compute vendors in the world. Lots of recent relevant announcements to GAI trade. I co…↗
Jun 11
Alphatica — DARK POOL SCANNER | June 11, 2026
Iran peace deal. Lit: +$11.81B. Dark: -$2.79B. The dark pool sells indexes on a peace day. Fifth time in seven sessions.
519 off-exchange prints…↗
Jun 11
Alphatica — Iran peace deal. +$11.81B. $MU +$4.07B. $SMCI new. $MSFT still sold. The peace trade on the tape.
$30.35B in buy blocks. $18.54B in sells. Net flow: +$11.81B. 30,037 prints.
Trum…↗
Jun 11
Dustin — $SMCI This is actually wild , 39 billion new orders in one month.
$39B new orders in a matter of weeks, stock price down by 40% in A WEEK. Insane value! https://t.co/6p2dOUWo18↗
Jun 11
mon — Anthropic's Fable 5 launch confirmed what I have been arguing for over a year now. There is simply not enough compute in the world to meet demand.
Keep in mind that Fable 5 and GP…↗
Jun 11
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. Iran announced a full shutdown of the Strait of Hormuz following U.S. strikes on southern Iran, sharpl…↗
Jun 10
InvestmentGuru — Markets took a decisive hit today as two powerful headwinds converged at once — a hotter-than-expected May CPI print confirmed inflation is far from defeated, while fresh U.S. stri…↗
Shay Boloor — $SMCI falls more than 25% after announcing a $7B stock offering. https://t.co/OiuG5cI75l↗
Jun 10
AlmaCap — $AAOI, everyone posting that they are adding, I already have a healthy position so why am I getting mimetic desire for more?!?
Literally the bull cases for everything are insane,…↗
Jun 10
InvestmentGuru — Overnight Market Movers
🔻 $SMCI down over 7% after announcing a $7B equity offering to fund AI server component purchases. The long-term AI story remains intact, but dilution con…↗
Jun 9
Alphatica — Two weeks ago Alphabet raised $84.75 billion in equity to fund AI infrastructure. Tonight Super Micro is raising $7 billion to do the same.
This is becoming a pattern.
SMCI discl…↗
Jun 7
Midas — $PLTR
$SMCI
$VRT
$SNDK
$MU
If this helped you out, follow me for more.↗
Jun 7
Michael | Hypermarkets — The AI supercycle is in year 3 of 15. You didn't miss it.
You'd make millions by knowing whats coming and buying dips until 2030+
Pay attention, we just finished Phase 1 2023-202…↗
Jun 5
InvestmentGuru — 20-stock Total AI Infrastructure list across 7 layers:
1. $NVDA
The undisputed AI compute standard. Beyond chips, Nvidia offers a full-stack platform including networking, softwar…↗
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…↗
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
Alphatica — Keep an eye on these names in after-hours trading and over the next few days. $NVDA’s earnings report tonight presents supply chain risks to both the upside and downside, as these…↗
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
Alphatica — MORNING INTERNALS | 11:04 AM ET
$AMD +16%. Iran deal close. Oil below $101. Breadth is mixed.
Yesterday the tape bought $4.75B in $AMD ahead of earnings. Today the stock is up 16…↗
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,…↗
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…↗
Apr 8
Dustin — $SMCI Uhhhh… Did he just confirm SMCI in space?
Great news! https://t.co/t4VVzhgOBi↗
Apr 8
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…↗
Apr 3
Alphatica — The Alphatica Earnings Quality Signal finds companies where the numbers don't match the narrative.
We started publishing it publicly on this feed a few months ago. 21 calls. Every…↗
— $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…
Antonio Costa — $SMCI into the gap... patience is paying off.... https://t.co/1bqzHFseLw↗
Mar 25
TheValueist — $SMCI working. This piece takes too much work. Dude should have just got a $DELL https://t.co/hIfdD1rmU7↗
Mar 25
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
Alphatica — The Alphatica Earnings Quality Signal is a signal we've been running for years that finds companies where the numbers don't match the narrative.
We started publishing it publicly…↗
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.↗
Shay Boloor — Daniel & I will be live on the Futurum Equities YouTube channel at 1PM EST covering:
• $NVDA GTC deep dive: biggest takeaways and what actually mattered
• $SMCI after the latest f…↗
Mar 20
Dustin — $SMCI This is the same scandal from years ago that the company already settled with the goverment↗
Mar 20
Serenity — @gofallingknife Agreed, $13B valuation for $SMCI looks like a buying opportunity to me as well.
Could be near term fluctuations around the level but hard to see it going below $1…↗
Mar 20
George Noble — If only someone had sounded the alarm.
Subscribe to our Substack for alpha generation.
Our “NO FLY ZONE” feature will be available to all paid subscribers. $SMCI
https://t.co/RLA…↗
Mar 20
Shay Boloor — Dear S&P 500 Committee,
You added $SMCI at the top and then watched it lose ~80% (allegedly with a little help from a hair dryer).
You have the chance to swap that out for $SOFI…↗
Mar 20
Lando — I remember being an $SMCI believer, that lasted for about 3 weeks
Sold at around $55/share↗
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
Shay Boloor — Imagine being Michael Dell right now.
One of your biggest competitors in $SMCI may have just handed you billions of dollars after getting caught committing fraud with a hair dryer…↗
Mar 20
Antonio Costa — $SMCI Forward P/E at $23 price = 8.60 thas was reason to take some at current levels. Lets see how it plays out. Bad news but stock is already trading with a very low PE↗
Mar 20
Shay Boloor — $SMCI is now down 27% after prosecutors charged co-founder in alleged scheme to smuggle $2.5B of $NVDA servers to China.
Prosecutors say he used a Southeast Asia shell company, fa…↗
Mar 20
Antonio Costa — Added some $SMCI 22.45 avg price for a swing trade. Risky trade.↗
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
Serenity — @BreakoutPoint Yep Hidenburg cooked on that report and that likely led to the charges of individuals from $SMCI today.↗
Mar 20
Serenity — @StrategicParry Agreed, there's clearly better opportunities out there.
I'm just seeing a lot of news around $SMCI, but nobody stating any clear positions they have.
That being…↗
Mar 20
Serenity — @jorge_r006 This is just my personal view that if $SMCI drops further than here, fundamentals probably outweigh regulatory overhang.
Large part of it was already kinda known from…↗
Mar 20
Serenity — Everyone is looking at $SMCI smuggling billions of dollars of AI chips to China.
But nobody is answering the question:
How do I make money off this, and is it a good buying opp…↗
Mar 20
Antonio Costa — $SMCI $NVDA “Supermicro’s co-founder and two others working for the company have been charged in New York for allegedly violating US export controls by smuggling $2.5bn of Nvidia’s…↗
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
Midas — $SMCI is going to ZERO
SUPER MICRO CO-FOUNDER ARRESTED FOR SMUGGLING $2.5B IN NVIDIA GPUs TO CHINA https://t.co/mySOGVMTU5↗
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 20
InvestmentGuru — Overnight Market
$FDX jumps 10%+ after crushing fiscal Q3 estimates: EPS $5.25 vs $4.09 and raising full-year guidance.
Optical communications keep rallying: $AAOI +3%, $LITE…↗
Mar 19
Shay Boloor — $NVDA responds to the $SMCI report emphasizing strict compliance and close coordination with customers and regulators as export controls expand.
It adds that unlawful diversion of…↗
Mar 19
InvestmentGuru — $SMCI down -12% after report https://t.co/x5S3KtgqM5↗
Mar 19
Shay Boloor — U.S. prosecutors charge three individuals tied to $SMCI (including a co-founder) in an alleged scheme to smuggle $NVDA chips to China. https://t.co/MG5gAqZ7fP↗
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 16
Alphatica — The Alphatica Earnings Quality Signal is a signal we've been running for years that finds companies where the numbers don't match the narrative.
We started publishing it publicly…↗
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 3
Jason Luongo — The complete data center stock map.
Every layer. Every name worth watching.
OPERATORS + BUILDERS
$EQIX $CRWV $NBIS $IREN $APLD $CIFR
CHIPS
$NVDA $AMD $INTC $ARM $AMKR $AMZN $GOO…↗
Mar 2
Serenity — @Blazedsin Yes and no. My guess is that it’s probably going to end up vertical like $SMCI or $SNDK with majority of revenue ramp coming in until late 2027.
Then cpo comes out. $A…↗
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:…↗
Mar 1
Ben Pouladian — @insane_analyst Almost feels like the $Sndk of optics but with some $smci vibes it could really run↗
— Year to Date: 316.4%
From January 2026 into February 2026.
Reflection of my short term trades and longs:
> Swing traded tax harvested stocks like $GLXY, $SMCI, and $IREN start o…
Black Panther Capital — 👀The ONLY watchlist you need for 2026.
EVERY sector the government and hyperscalers are pouring money into.
49 stocks across AI, hardware, defense, energy, and space.
→ Save th…↗
Feb 11
Antonio Costa — $SMCI setting up. Breakout watch over 34.7 https://t.co/CbqNFjSF71↗
Jeff York, PPT — $SMCI the 250week moving average has been strong support! 💪
The 2025 Yearly #pivotpoint (YP) was strong resistance. The 2026 YP should be too, imo. 😉 https://t.co/PC06ioaAZd↗
Antonio Costa — $SMCI the numbers crushed expectations on top-line growth and forward outlook, confirming robust AI demand tailwinds. If you're bullish on the AI server/infrastructure theme, yeste…↗
Feb 4
Antonio Costa — Although I respect all analysts' price targets even when I disagree with many of them, the new market dynamics are making us reflect:
Are price targets today really still a relia…↗
Feb 4
Antonio Costa — After SMCI’s blowout earnings yesterday massive revenue beat at $12.7B, EPS crush, and raised full-year guidance to $40B+ the stock popped in after-hours.
Reminds me of Sandisk’s…↗
Feb 4
Antonio Costa — Good morning everyone , especially for those who are holding $SMCI shares.
Earnings reported yest afterhours
• Revenue: $12.7 billion, a massive beat versus analyst expectatio…↗
Feb 4
TheValueist — $SMCI EXECUTIVE CALL SUMMARY: Super Micro Computer Inc (02/03/26)
Q2 FY26 results reflected an extreme step-function revenue ramp driven by rack-scale AI deployments, accompanied…↗
Feb 3
Antonio Costa — $SMCI Sees FY2026 Sales $40.000B vs $36.092B Est 😲↗
Feb 3
KaizenInvestor — $SMCI rise 7.5% after a massive double beat.
Supermicro's latest results show a company growing at breakneck speed, but at a high cost. While sales soared to $12.7 billion which…↗
Feb 3
Antonio Costa — $SMCI Superb numbers for a $18B semi name.... Short interest is +17% and 4 days to cover.... can get wild on the break of 32.87 https://t.co/t8bb7IqQT5↗
Feb 3
TheValueist — $SMCI (Bloomberg) -- Super Micro Computer reported net sales for the second quarter that beat the average analyst estimate.
SECOND QUARTER RESULTS
Net sales $12.68 billion, estimat…↗
Feb 2
Tradable Astronaut — $SMCI - Put Buyer (ugly order on this POS) https://t.co/zpKzyakdoq↗
Feb 2
Jason Luongo — ALL OF THESE STOCKS REPORT EARNINGS THIS WEEK!
Monday, February 2:
The Walt Disney Company $DIS
Palantir Technologies $PLTR
NXP Semiconductors $NXPI
Simon Property Group $SPG
Tys…↗
— Looks like markets are starting to find out about $VPG.
This is my top robotics sector stock.
And reminds me of $SNDK at $30 before current memory rally to $470.
Or $SMCI at $1.…
Serenity — $VPG is one of the least known robotic supply chain stocks.
However, it's likely the single best asymmetrical exposure to robotics Humanoid ramp for
- $TSLA Optimus
~ Figure AI…↗
Jan 16
InvestmentGuru — Who can win in an energy shortfall
Utilities & Grid Operators (Direct Winners)
$NEE – Largest clean energy utility, grid-scale renewables + transmission
$DUK – Regulated utility w…↗
Serenity — @Halal_Stocks_ I bought $SMCI as well at $28.3 as well. Have been swing trading it.
Goldman Sachs's analyst report extremely lazy at best.
SMCI raised revenue growth over 50%+ to…↗
Jan 13
TheValueist — $SMCI Goldman Sachs assumed coverage of Super Micro with a Sell rating and $26 price target. While the firm expects Super Micro will continue to be a leader in the AI server market…↗
Jan 7
Serenity — I've initiated a position in $OSS.
I usually never say this but, this one is exciting.
Markets completely missed this 155M MC Drone Swarm, Ghost Fleet, USVs, Edge AI deploying US…↗
Jan 5
TheValueist — $SMCI $NVDA Supermicro Announces Support for Upcoming NVIDIA Vera Rubin NVL72, HGX Rubin NVL8 and Expanded Rack-Scale Manufacturing Capacity for Liquid-Cooled AI Solutions
Data Ce…↗
Jan 5
TheValueist — $2317 $SMCI $DELL $HPE
EXECUTIVE SUMMARY
Hon Hai’s December 2025 monthly revenue report indicates an acceleration of late-2025 growth that is explicitly attributed to sustained…↗
Jan 2
Serenity — @soulbiri1 Most things are off to a good start lol. $CRWV, $CIFR, to $AAOI both up over 10%. $NBIS up 7%, $SMCI up 6%, $MRVL, $MSTR, $TSM up 5%.
All your memory stocks are up 8% e…↗
Jan 2
Serenity — @Para_Capital Looking @ $AIRO from the fund/vertical not the exec team. For example, @chamath was frowned upon until he got that 20B Groq exit. Or Saylor was a meme until $MSTR pul…↗
Jan 2
Serenity — @itsthesquonky Sure, $SMCI trades at PEG <.5, compared to $DELL ~1.2 PEG, despite growing 4x faster.
Revenue is increasing 50% Y/Y, and the main drop recently was due to backlog d…↗
TheValueist — $SMCI Supermicro Strategic AI Infrastructure and Governance Analysis
Supermicro is currently navigating a complex transition from a server component manufacturer to a provider of…↗
Dec 22
TheValueist — $SMCI Supermicro Strategic AI Infrastructure and Governance Analysis↗