SMCI
Super Micro Computer, Inc. - Common Stock - Recent news and sentiment analysis
Default charts cover the last 24 hours by "day" period and sentiment shares compare positive vs. negative mentions after removing neutral posts.
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SMCI Price & Sentiment Over Time
Sentiment series exclude neutral posts so the green/red balance matches the bar on the home page; price points use the latest available quote.
DVLT OPEN IREN CIPHER SMCI
DVLT OPEN IREN CIPHER SMCI
I had a dream Googl buy smci
I had a dream Googl buy smci
SMCI easy 3-5x from here
smci is literally fraud and coreweave is the most leveraged enron-like play out there LMAO
smci is literally fraud and coreweave is the most leveraged enron-like play out there LMAO
Can someone tell me why smci and coreweave rugged
Can someone tell me why smci and coreweave rugged
I bought smci calls 2 days ago. RIP
I bought smci calls 2 days ago. RIP
$SMCI
Just a normal Thursday for SMCI gang
Just a normal Thursday for SMCI gang
SMCI on its way back to 30 dollars a share
SMCI on its way back to 30 dollars a share
Almost that time again. Waiting for SMCI to drop below $30 and load up again.
Almost that time again. Waiting for SMCI to drop below $30 and load up again.
SMCI and FIGMA - I will never get my money back right.. gotta wait like 10 years
SMCI and FIGMA - I will never get my money back right.. gotta wait like 10 years
Should I invest in the Inverse LETF of RGTI, IONQ, QBTS, MSTR, or SMCI?
Should I invest in the Inverse LETF of RGTI, IONQ, QBTS, MSTR, or SMCI?
I lost all my money on smci and coreweave
I lost all my money on smci and coreweave
Hope smci be 40$+ soon
Bought more ORCL and SMCI today. Time to recover. ORCL $300, SMCI $50
Bought more ORCL and SMCI today. Time to recover. ORCL $300, SMCI $50
Smci sadly is dead :(
SMCI
OpenAI should sign a contract with smci soon!
OpenAI should sign a contract with smci soon!
SMCI to the moon 🚀
wen smci going up
$SMCI for the love of god stop going down!
$SMCI for the love of god stop going down!
Is there a hope for smci ...
SMCI the worst performing ai chip stock out there. Killing my port
SMCI the worst performing ai chip stock out there. Killing my port
Can someone tell me wtf is wrong with smci and coreweave
Can someone tell me wtf is wrong with smci and coreweave
SMCI is the most undervalued stock in the market right now
SMCI is the most undervalued stock in the market right now
Simone please help what is going on with coreweave and smci
Simone please help what is going on with coreweave and smci
SMCI back under $40. I'll buy again at $28-30.
SMCI back under $40. I'll buy again at $28-30.
Coreweave and SMCI are absolutlkety fucking me rn
Coreweave and SMCI are absolutlkety fucking me rn
You already have a bet going - SMCI to 60.0 before 13-Nov-2025 12:30 PM -05
You already have a bet going - SMCI to 60.0 before 13-Nov-2025 12:30 PM -05
WTF IS SMCI DOINGGGGGGG
SMCI looks good at this price
SMCI looks good at this price
That scub bag smci slapped me across the tits hulk Hogan style last week. I hope it bounces
That scub bag smci slapped me across the tits hulk Hogan style last week. I hope it bounces
Biggest tickers this week: MRVL, CIFR, BETR, OPEN, SMCI.
Biggest tickers this week: MRVL, CIFR, BETR, OPEN, SMCI.
Roth IRA 50% NVDA / 25% TSM / 10% CRWD / 10% GOOGL / 5% SNOW or PLTR Brokerage 25% QQQM / 20% META ...
Roth IRA 50% NVDA / 25% TSM / 10% CRWD / 10% GOOGL / 5% SNOW or PLTR Brokerage 25% QQQM / 20% META / 15% NVDA / 20% AVUV / 10% VSGAX / 10% wildcard (LRCX, ARM, or SMCI) This is the chatGPT picks of the day
SMCI to $300
You bought smci didn't you
You bought smci didn't you
Data centres getting stomped on. SMCI just being Smci, will buy when it’s $20
Data centres getting stomped on. SMCI just being Smci, will buy when it’s $20
The 45p 11/14 I bought for SMCI on Monday is looking good
The 45p 11/14 I bought for SMCI on Monday is looking good
Top 5 most fraudulent stocks 1. Tesla 2. Palantir 3. Carvana 4. Microstrategy 5. SMCI
Top 5 most fraudulent stocks 1. Tesla 2. Palantir 3. Carvana 4. Microstrategy 5. SMCI
Why Super Micro computer is the obvious play
Super Micro Computer (SMCI) remains a high-conviction play in the AI infrastructure space, leveraging its rack-scale server expertise and tight Nvidia partnerships to capture explosive demand. Despite a post-earnings dip to ~$42 (down ~10% on Nov 5), the stock trades at an undemanding valuation, setting up asymmetric upside as deferred revenues unlock in Q2. With a massive >$14B order backlog and expanding manufacturing capacity, SMCI is positioned for multi-year growth in the AI data center buildout—think hyperscalers upgrading to Blackwell GPUs at scale. Q1 FY26 Results & Updated Q2 Guidance: Q1 revenue came in at $5.02B (miss vs. $6.09B est., -18% QoQ), with EPS at $0.35 (vs. $0.41 est.), pressured by ~$1.8B in deferred rack shipments tied to customer validations and supply chain timing. Margins held steady at ~14.5%, reflecting cost controls amid volume ramps. However, the real story is the new Q2 guidance, upgraded in the earnings call to reflect full deferred recognition: official range of $5.9B–$6.2B, but management explicitly signaled “double-digit potential” (10B+), driven by Q1 deferrals + accelerated Blackwell system deployments. Analysts (e.g., Rosenblatt, Barclays) model $9–11B for Q2—a ~100% QoQ surge—aligning with FY26 full-year outlook now raised to ≥$36B. This isn’t organic weakness; it’s a classic timing shift, with no lost orders. Current Valuation: At $42, SMCI trades at a rock-bottom ~0.7x FY26 P/S (on $36B rev guidance), vs. peers like Dell (1.2x) and HPE (1.0x)—and that’s before baking in the Q2 upside to 40–44B annualized run-rate. Forward P/E ~15x on expected $2.80+ EPS, with ROIC accelerating on AI margins. The dip embeds bearish fears of volatility, but ignores the backlog’s strength and capex tailwinds (Malaysia/USA factories at full tilt). Historical Pattern & Catalysts: SMCI’s playbook is consistent: Q1/Q2 “misses” on deferrals (3/3 since 2024), followed by Q3/Q4 beats (avg. +10% vs. est., +50–180% stock gains over 3–12 months). Q2 here mirrors Q1’24’s setup but with 2x the backlog and Nvidia’s GPU guarantees. Key catalysts: Blackwell validation completions (Dec), hyperscaler wins (5+ in queue), and no major bottlenecks. Thoughts? I own shares, not financial advice, do your own dd.
smci
IONQ reports 39 mil earnings + 1bil loss, and pumps above 20 bil dollar valuation SMCI reports 5bi...
IONQ reports 39 mil earnings + 1bil loss, and pumps above 20 bil dollar valuation SMCI reports 5bil earnings and drops 10%, Joke market
$smci anyone ?
SMCI beat earnings by .09 and still dropped 12% today. Still hasn't recovered from the tarriffs in ...
SMCI beat earnings by .09 and still dropped 12% today. Still hasn't recovered from the tarriffs in Q1 either. I know I shouldn't full port with the last of my money's... would mean two whole shares at this point!
Does SMCI make the engines on the MD-11 or something? Jeez
Does SMCI make the engines on the MD-11 or something? Jeez
Fine, if the market is going to put them on sale, I'll buy. Just bought 6/18 calls in DELL and SMCI...
Fine, if the market is going to put them on sale, I'll buy. Just bought 6/18 calls in DELL and SMCI. Don't screw with me again, SMCI.
Smci was a bust, AMD was a nothingburger - overseas get crushed, ADP job data points to rate hike mo...
Smci was a bust, AMD was a nothingburger - overseas get crushed, ADP job data points to rate hike more than cut - and we are green? Man, mainstream media sure can make narratives whatever they want. 2025 gives us the easiest access to data, yet we are the most gullible we’ve ever been. Pretty funny really
SMCI is going to be flat by open 🤣
SMCI is going to be flat by open 🤣
Who the hell is buying SMCI at 43…you could of gotten it cheaper under 40
Who the hell is buying SMCI at 43…you could of gotten it cheaper under 40
#Ban Bet Won --- /u/AlpacaDream7 made a bet that SMCI would go to 44.74 within **1 day** when it wa...
#Ban Bet Won --- /u/AlpacaDream7 made a bet that SMCI would go to 44.74 within **1 day** when it was 45.65 and it did, congrats fucker. Their record is now 19 wins and 17 losses [**Join WSB Discord**](https://discord.gg/wsbverse) | [**⚔**](https://www.reddit.com/r/KarmaCave/)