• YumZoayYumZoay
      ·10-17 22:42
      $SUPER MICRO COMPUTER INC(SMCI)$ Customers are begging to get their hands to the SMCI systems with liquid cooling. A little acc issues does not matter. It can be fixed easily. The revenue is king. [Sly][Sly][Sly]That’s allI will buy it! Right Now!!!
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    • Tiger VTiger V
      ·10-09

      SMCI Surges with Record-Breaking Growth in AI Solutions

      Overview of Overall Markets The global technology and AI sector are seeing unprecedented growth, with companies like Super Micro Computer, Inc. $SUPER MICRO COMPUTER INC(SMCI)$   leading the charge. SMCI’s record-breaking revenue, driven by its AI SuperClusters, highlights the increasing demand for high-performance computing solutions. With a 143% year-on-year revenue increase in Q4 2024, surpassing $5.3 billion, SMCI's rapid rise has caught the attention of investors looking to capitalize on the booming AI sector. The broader market is being influenced by advances in artificial intelligence, and hyperscalers are increasingly seeking innovative server and storage solutions. AI and Server Solutions Lead
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      SMCI Surges with Record-Breaking Growth in AI Solutions
    • Ryan_Z0528Ryan_Z0528
      ·10-09

      Trump concept stocks $DJT, $MSTR rose, will buy INTC, COIN, PANW

      On Tuesday, I traded Trump concept stocks $Trump Media & Technology(DJT)$ , and the profit was not bad.The main reason is that President-elect Trump's approval rating exceeds Harris'.In addition, the blockchain concept stock $MicroStrategy(MSTR)$ that I hold and that will benefit from Trump's election has now risen by more than 40%. I’m expecting it will reach $200 soon.This week I’m interested in $Coinbase Global, Inc.(COIN)$ , $Intel(INTC)$ and $Palo Alto Networks(PANW)$ . The reasons as follows.1.$Coinbase Global, Inc.(COIN)$ wil
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      Trump concept stocks $DJT, $MSTR rose, will buy INTC, COIN, PANW
    • nerdbull1669nerdbull1669
      ·09-27

      Is Bearish Sentiment On ARM Holdings In The Options Market A Concern?

      $ARM Holdings Ltd(ARM)$ is a semiconductor and software design company known for its industry-leading technology in the mobile and embedded computing market. ARM Holdings Going Up Despite Bearish Sentiment In Options Market ARM stock is up 1.86% at close on 26 Sep 24, this is despite there is bearish sentiment in the options market, ARM holdings continue to show bullish movement. The conflicting opinions in the options market may have led to increased volatility in ARM's stock price. The driving force in the broader positive trend in semiconductor stocks was from $Micron Technology(MU)$ , and those related to artificial intelligence like Nvidia and AMD, could have positively influenced ARM's performance. Bu
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      Is Bearish Sentiment On ARM Holdings In The Options Market A Concern?
    • OptionsAuraOptionsAura
      ·09-27

      SMCI Under Scrutiny: How to Short with Options?

      On September 26, right before the U.S. market's midday session, $SUPER MICRO COMPUTER INC(SMCI)$ 's stock took a nosedive after Hindenburg Research released a short report. The U.S. Department of Justice is investigating the server manufacturer.This news caused SMCI to plummet after initially rising 5.7%. The volatility led to several trading halts. $Philadelphia Semiconductor Index(SOX)$ also saw its gains shrink from 4.4% to under 1%.When trading resumed, Supermicro’s stock had dropped as much as 18.6%, marking its biggest decline in nearly a month and nearing an eight-month low set on September 6. Other popular chip stocks also fell; $NVIDIA Corp(NVDA)$ , which
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      SMCI Under Scrutiny: How to Short with Options?
    • Guilherme ISSGuilherme ISS
      ·10-01
      $SUPER MICRO COMPUTER INC(SMCI)$  Considering investing in Super Micro Computer Inc. (SMCI)? The company's recent stock performance has been impacted by a bearish report from Hindenburg Research, alleging accounting manipulation and other issues . This has led to significant short-selling pressure, with over 8.7 million shares sold short as of September 15 . However, some analysts believe that the drop in share price has made SMCI more attractively valued, with a forward P/E of 11.5x.  The company's revenue growth has been impressive, exceeding 143% year-over-year, driven by strong demand for its servers . Pros of Going Long on SMCI: - Growing Demand for AI Servers: SMCI is well-positioned to capitalize on the i
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    • bluekiwiseedbluekiwiseed
      ·09-30
      $SUPER MICRO COMPUTER INC(SMCI)$  the split will encourage short term bull, but will not resolve overall Doj problem. Buy after split, hold for 2 weeks for price to surge, then sell and never look back. Don't hold till Doj probe result release.
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    • IykykIykyk
      ·10-10
      $SUPER MICRO COMPUTER INC(SMCI)$ Let's go meme stock 
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    • TigerClubTigerClub
      ·08-28

      🎁What the Tigers Say | SMCI Shorted: Will It Drop Below 500?

      The fundamentals of the AI industry are under scrutiny as significant concerns persist. Recently, short-seller Hindenburg Research targeted AI server manufacturer $SUPER MICRO COMPUTER INC(SMCI)$, alleging 'accounting manipulation' in its detailed short thesis. The stock initially plunged by up to 12% following the report but managed to recover slightly by the close.With SMCI priced around $500, the key question is: Are you going long or short? Is now the right time to buy?🎁Special Notes: Whoever showed up on the” What the Tigers Say” column will receive 100 Tiger Coins and an exclusive interview invitation to honor your contribution.Click titles to read the full analysis:1. @Tiger V:
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      🎁What the Tigers Say | SMCI Shorted: Will It Drop Below 500?
    • LaikenLaiken
      ·10-09
      $超微電腦(SMCI)$  AI demand from all industry and government 
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    • SamlunchSamlunch
      ·09-29
      $SUPER MICRO COMPUTER INC(SMCI)$   SMCI is currently navigating a challenging situation, but I'm optimistic about its future prospects. The company operates in a thriving sector with robust growth and profitability. This underlying strength will help SMCI bounce back from its current woes. The upcoming release of their 10-K report will likely provide a comprehensive overview of the company's financial health and strategy, which should alleviate investor concerns. Once the report is out, I expect the market to reevaluate SMCI's potential, leading to a price recovery. As Warren Buffett's famous phrase goes, "Buy when everyone is fearful!" This mantra suggests that savvy investors should capitalize on market downt
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    • 100plus100plus
      ·10-08
      I am buying $SUPER MICRO COMPUTER INC(SMCI)$  SMCI when it drops to 38 last time. Time to accumulate more
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    • BarcodeBarcode
      ·09-27
      $SUPER MICRO COMPUTER INC(SMCI)$  📉📉📉 ‼️ TRADING HALT ~ I tried to grab commons at $373 and missed off the NEWS? Buy the news. They wanted to bring this down, will it come out that it was false news now? insane. It bounced so quickly to $398, I'll be in if it breaks back down.  SMCI news source was WSJ if it was another source I'd be skeptical but WSJ doesnt always get it right either. 🚨📰🗞️  Super Micro $SMCI is being probed by the 🇺🇸 Justice Department following a critical report by short selling firm Hindenburg - WSJ Source: Kobeissi Letter: BREAKING: Super Micro Computer stock, $SMCI, is now down 17.5% on the day. The stock, which was once worth $72 billion, is now worth just $22 billion. $50 billion in market cap erased.
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    • ShenGuangShenGuang
      ·08-08

      Super Micro Computer (Supermicro) Q2/FY 2024: Compensation Decimates Income, Server Demand Outlook Shaky

      San Jose-headquartered Super Micro Computer, Inc ($SUPER MICRO COMPUTER INC(SMCI)$ ) - better known as "Supermicro" - had been in operation for a long time and was relatively unmarkable in that it was just one of a number of companies building servers and storage systems for computing hardware (among other server-related areas). The company doesn't manufacture chips, per se, but rather assembles the server around a chipmaker's products in the most efficient manner. The founder, Charles Liang, holds several patents in server technology and the company went on to become one of the largest producers of high-performance and high-efficiency servers. His wife was the treasurer until 2019 (she remains on the board of directors) and his brothers run
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      Super Micro Computer (Supermicro) Q2/FY 2024: Compensation Decimates Income, Server Demand Outlook Shaky
    • Chris LukChris Luk
      ·08-29

      Could Super Micro's Setback Be Dell's Advantage?

      The recent turmoil surrounding Super Micro Computer (SMCI $SUPER MICRO COMPUTER INC(SMCI)$ ) has raised significant concerns in the financial markets, with its stock taking a sharp tumble. As SMCI faces scrutiny over its internal controls and accounting practices, Dell Technologies (DELL $Dell Technologies Inc.(DELL)$ ) appears well-positioned to capitalize on the situation, particularly in the rapidly growing market for artificial intelligence (AI) servers. The Trouble at Super Micro Super Micro's woes began earlier this week when the company announced a delay in filing its Form 10-K for the fiscal year ended June 30. This delay, attributed to the need for more time to complete an assessment of its inter
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      Could Super Micro's Setback Be Dell's Advantage?
    • OptionsAuraOptionsAura
      ·08-29

      SMCI stock is crashing! How to Short Using Options?

      Recently, $SUPER MICRO COMPUTER INC(SMCI)$ has come under scrutiny by Hindenburg Research, a well-known short-seller. Hindenburg claims the server manufacturer has “accounting manipulation” issues.The report alleges Supermicro has serious accounting problems, undisclosed related-party transactions, sanctions and export control failures, and client issues. Hindenburg’s investigation involved interviews with former employees and legal records, suggesting the company has “obvious accounting issues” and has been struggling with accountability since 2018. Back then, Supermicro was temporarily delisted by $NASDAQ(.IXIC)$ for failing to file essential financial reports. The SEC accused the company of widespread
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      SMCI stock is crashing! How to Short Using Options?
    • JacksNifflerJacksNiffler
      ·08-28

      Short SMCI Before NVDA Earnings, May Be A Good Step?

      Daring to short an AI-related company in the current environment, especially one of $Nvidia (NVDA)$ 's key supply chains, Hindenburg was clearly well-prepared as well.On August 27th, when there was no news on the market, $ Super Micro Computer (SMCI)$ fell 8.27% against the trend, which is already very strange.It is difficult to convince investors with the reason of "about to split shares".August 28, the official release of the report, the truth is revealed, it seems to be Hindenburg or other institutions have advanced layout.However, the opening loss of about 5% and closing loss of 2.5% is not a "proud" achievement in Hindenburg's shorting history.The shorting report discusses s
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      Short SMCI Before NVDA Earnings, May Be A Good Step?
    • jaycjayc
      ·09-27
      $SUPER MICRO COMPUTER INC(SMCI)$ saw its stock plunge 15% on Thursday after reports emerged of a Department of Justice (DOJ) investigation into potential accounting violations. The Wall Street Journal cited sources indicating the probe follows a report from Hindenburg Research, which highlighted "glaring accounting red flags" and undisclosed related party transactions. Despite the decline, SMCI shares are still up 57% from last year, reflecting strong demand for its AI server equipment amid a booming tech industry. The stock hit highs above $1,200 in mid-March but has faced challenges, including a missed earnings report in August and a delayed 10-K filing. CEO Charles Liang assured customers that production capabilities remain unaffected, des
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    • SamlunchSamlunch
      ·09-30
      $SUPER MICRO COMPUTER INC(SMCI)$   Regarding SMCI : If a company that you’re holding both fails to provide their annual SEC filing and gets accused of fraud, dump it. Often, fraud ends up being the thing that zeroes a company. Holding through fraud is not usually worth the headache when there are so many other good investments out there.
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    • koolgalkoolgal
      ·07-27

      Is it time to buy Semiconductor Stocks?

      🌟🌟🌟The Semiconductor stocks have fared badly this week. Is it time to get back into this sector? $NVIDIA Corp(NVDA)$  led a broader sell off of the Magnificent 7 stocks  after news of Tesla and Google reported earnings that rattled the markets.   Nvidia is up today by just 0.6% but it fell 6% for the week.  However Nvidia is still up a massive 134% year todate and in 2023, Nvidia has skyrocketed 148%. Nvidia has grown its business at an incredible pace.  Last quarter Nvidia's revenue surged 262% year over year to hit USD 26 billion.  Its earnings per share soared 629% compared to prior year. Nvidia is famous for its Graphics Processing Units or GPUs which crunch AI workloads as thes
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      Is it time to buy Semiconductor Stocks?