SMCI Roller Coaster: Are Risks Mounting?

Despite hitting a record $7.22B in quarterly revenue, Supermicro faces mounting risks—nearly 60% of its revenue comes from just two clients, 73% of receivables are under pressure, and a $150M financial gap needs fixing. Goldman Sachs’ latest report highlights valuation concerns. ----------------- As a shadow stock of Nvidia, which do you think is a better "buy the dip" opportunity—SMCI or Nvidia? Is SMCI's valuation reasonable? What is your target price for SMCI?

+ Follow

+18

JimmyHua

04-01

$SUPER MICRO COMPUTER INC(SMCI)$ Waiting for triple digits.. Won’t be long now

ToNi

02-18

Super Micro (SMCI): A Rising AI Server Star or Overhyped Bubble?

Stock Surge Amid Market Optimism Based on your provided stock chart, SMCI has seen an impressive rally, breaking above $48 with a 13% daily gain and continued strength in after-hours and overnight trading. This aligns with its ambitious $40 billion revenue target and the surging demand for AI servers. AI Server Boom: Opportunities and Risks Super Micro’s key advantage lies in its high-performance computing solutions, optimizing hardware for NVIDIA and AMD AI chips. With the rapid expansion of AI applications like ChatGPT, demand for AI servers has skyrocketed, driving SMCI’s sales growth. However, some analysts are skeptical about its “$40B” goal: • Intensifying Competition: Established players like Dell and HPE are doubling down on AI servers, and NVIDIA might adjust its supply chain stra

Super Micro (SMCI): A Rising AI Server Star or Overhyped Bubble?

KKLEE

02-11

Super Micro Computer (SMCI) has delivered another impressive earnings report, fueled by strong demand for AI-driven infrastructure solutions. As the semiconductor sector rebounds, the question for investors is clear: Will chip giants like SMCI, Nvidia, and AMD continue their upward surge? Let's break down the factors driving this rally and assess the potential for sustained growth. Earnings Highlights SMCI reported solid revenue growth, beating market expectations, driven by surging demand for AI servers and cloud infrastructure solutions. The company’s strategic partnerships with industry leaders like Nvidia have positioned it as a key player in the AI hardware revolution. Management's bullish guidance suggests continued momentum in the upcoming quarters. Why Chip Giants Could Continue Su

Financial Freedom Fund

02-12

SMCi post business update review. Breakdown of issues into either good and bad (no neutral). Good: 1. No restatement of accounts. Any restatement would have implications for the convertible bonds and evolve a great domino effect. 2. On track to file outstanding and upcoming Nasdaq returns on time. This is a very important development. Anything else would rock its financial standing again. 3. Project roughly 60% growth next fiscal year. I'm rather puzzled with the large increase only to materialize next year. SMCI seems to be planning new plants with the new capital and projecting unfettered growth in the AI server industry. 4. DOJ and legal challenges update. Reinforced view that they are unmeritorious. I wouldn't worried about these

Mrzorro

02-26

Options Market Statistics: Super Micro Files Financial Reports Right Before Nasdaq's Deadline $SUPER MICRO COMPUTER INC(SMCI)$ shares were down 11% on Tuesday while surging more than 20% in extended trading. The most traded puts are contracts of $30 strike price that expire on Feb 28 and the total volume reaching 39,159 with the open interest of 41,084. The traded calls are contracts of $50 strike price that expire on Feb 28. On Tuesday, the company filed its late financial reports to meet Nasdaq’s rules, easing worries that it might be removed from the stock exchange. The company released its 2024 fiscal year results in a filing with the SEC. It also submitted financial statements for the quarters ending

kw888999

03-27

is it still above trend lines now after the 9 percent drop yesterday?

陈河马

02-25

$SUPER MICRO COMPUTER INC(SMCI)$ Super Micro Computer (SMCI) is riding strong momentum ahead of its 10-K filing, and I believe the stock is primed for a breakout past $80 rather than a pullback to $50. Here's why: 1️⃣ Strong Fundamentals & AI Tailwinds – SMCI has been a key player in AI-driven server demand, benefiting from the explosive growth in high-performance computing. The company’s partnerships with Nvidia and AMD position it well to capitalize on the AI boom, driving strong revenue growth. 2️⃣ No Major Red Flags Expected in 10-K – Investors are watching closely for any surprises in the 10-K filing. If there are no material downward revisions or accounting concerns, confi

JoeH123

03-26

Scary

KKLEE

02-19

$SUPER MICRO COMPUTER INC(SMCI)$ Super Micro Computer (SMCI) has gained 16%, fueled by strong AI-driven demand. With the upcoming 10-K filing, investors are watching for potential catalysts—but will it reveal anything new, or is the stock’s trajectory already set? Why the 10-K May Be a Non-Event No Major Surprises Expected – SMCI has been transparent in earnings calls, and the 10-K is unlikely to contain game-changing updates. Momentum Already in Play – The rally is largely driven by AI sector strength and institutional accumulation, not regulatory filings. Fundamentals Remain Strong – The company’s growth trajectory is well-established, making the 10-K more of a routine disclosure than a market-moving event. What Could Still Matter? M

Tiger_Earnings

02-10

🚀 Growth Stock Earnings Week – Make Your Predictions & Win Rewards!

Last week, we saw $Skyworks Solutions(SWKS)$ plunge 23% after earnings, while $Pinterest, Inc.(PINS)$ soared 19%. Growth stocks tend to be highly volatile around earnings due to their high valuations and market expectations. This week, major growth stocks SMCI, COIN, PANW, ROKU, APP, RDDT, and UPST are set to report their earnings—what surprises will they bring? Which stock do you believe will deliver the biggest post-earnings surge? Share your predictions in the comments!📊 Earnings OutlookHow do you view this week’s earnings for growth stocks? Among SMCI, COIN, PANW, ROKU, APP, RDDT, and UPST, which one are you most bullish on? Which company do you think will see the biggest post-earnings rally?

🚀 Growth Stock Earnings Week – Make Your Predictions & Win Rewards!

JimmyHua

03-03

$SUPER MICRO COMPUTER INC(SMCI)$ SMCI’s wild ride reflects both its AI-driven potential and growing risks. Valuation is stretched, and supply chain pressures remain, but AI infrastructure demand is a strong tailwind. Short-term volatility is high, but long-term prospects still look promising.

GOPAY BM1WZ7T2

02-24

SMCI is the 1 Big Win. AI Server Dominance: SMCI is a leader in AI-optimized servers, partnering with NVIDIA (Blackwell GPUs) and Microsoft to meet surging demand for AI infrastructure. FY2026 Revenue Guidance: $40 billion (70% growth from FY2025), deemed "conservative" by CEO Charles Liang. Historic Price Surge: 5-Year Return: +1,336% (driven by generative AI boom and cloud adoption). 52-Week High: $122.90 (March 2024), though shares corrected to $56.07 by February 2025. Market Sentiment & Catalysts: News Highlights: Strategic AI partnerships, bullish revenue cycles, and data center sector growth (9.29% CAGR projected through 2033). Options Activity: Elevated implied volatility and gamma spikes near key price levels amplified speculative interest. Financial Metrics: Valuation: P/E 27.

Ah_Meng

02-04

$SMIC(00981)$ A new high and an ATH coming... taking out $44 is a matter of hours, if not minutes... SMIC stands out as a Chinese based chips manufacturer. I have stated a year or two before that it stands to gain from US ban on advanced chips to China (Not sure how to link my old article- anyone can share?). Why? Simple - 2 important reasons. 1) Chinese companies have no choice but to buy from SMIC due to the US advanced chips ban. Donald Trump will likely continue what his predecessor did in this aspect. 2) Chinese government's support

No matter how badly the rest of the economy is doing, Chinese government is throwing its weight behind technology co

ToNi

02-07

Super Micro Computer (SMCI): A Strong Bet on the AI Boom?

SMCI surged 7.21% to close at $36.28, continuing its upward momentum in after-hours trading. This rally aligns with the company’s latest strategic advancements—full-scale production of AI data center solutions powered by NVIDIA’s Blackwell platform. Why SMCI Could Be a Strong Buy? 1️⃣ AI Infrastructure Leader: SMCI is expanding its AI server solutions, solidifying its position as a key player in the AI-driven data center revolution. As demand for high-performance computing (HPC) and AI workloads rises, SMCI stands to benefit. 2️⃣ Strong Market Momentum: The stock is up significantly in the past few weeks, with today’s rally reflecting investor confidence. The moving averages indicate a potential bullish breakout, with price action surpassing key technical levels. 3️⃣ Upcoming Business Upda

Super Micro Computer (SMCI): A Strong Bet on the AI Boom?

jethro

02-11

Here are the latest developments and outlook for Super Micro Computer, Inc. (SMCI) this week: Current Stock Information - Current Price: $40.94 - Market Change: -4.01% - Volume: 46.522 million shares traded - 52-Week Range: $17.25 - $122.90 - Market Cap: $23.973 billion Recent Developments Earnings Report: SMCI's earnings report was released on February 11, 2025. This report is critical as it provides insights into the company's financial performance and future outlook. Market Response: The stock has seen a decline of 4.01% in the current trading session, indicating some negative market sentiment following the earnings announcement. Analyst Rating: The average analyst rating for SMCI is 2.8, which suggests a "Hold" position, indicating that analysts are cautious about the stock's short-ter

WendyOneP

03-05

$SUPER MICRO COMPUTER INC(SMCI)$ SMCI’s wild swings raise concerns, but are risks truly mounting? Valuation remains high, and supply chain pressures could weigh on margins. However, AI server demand keeps growth strong, and institutional interest provides support. A pullback is possible, but long-term tailwinds remain intact. Watch for key levels before making a move.

gib88

02-21

$SUPER MICRO COMPUTER INC(SMCI)$ Revenue Growth and Profit Margins: Investors will closely examine SMCI’s revenue growth, particularly in its AI and data center segments. Any signs of slowing growth or margin compression could weigh on the stock. Guidance and Outlook: The 10-K may provide insights into management’s expectations for the coming year. Strong guidance could fuel a breakout, while cautious commentary might trigger a pullback. Supply Chain and Inventory Levels: SMCI’s ability to manage supply chain challenges and inventory levels will be critical. Any indications of bottlenecks or excess inventory could spook investors. Competitive Positioning: With increasing competition in the AI hardware space, SMCIs a

Financial Freedom Fund

02-07

I opened 2221.0 share(s) $SUPER MICRO COMPUTER INC(SMCI)$ ,Buying in view of business update on 11 Feb and subsequent announcement - Supermicro Ramps Full Production of NVIDIA Blackwell Rack-Scale Solutions with NVIDIA HGX B200. Second batch of buying. First batch at ~$29 and sold at ~$33. What to expect for the business update on 11 Feb? 1. SMCI to likely update on Nasdaq outstanding filing progress. Date is primed exactly 2 weeks before the deadline. Failure to provide any updates with time ticking down would mean collapse in share price. The announcement arrested the fall. If SMCI sought another extension, expect SMCI's share price to fall hard. Market would view accounting issues deeper than expected and dishono

TGBboon

02-18

$SUPER MICRO COMPUTER INC(SMCI)$ patience is key! finally sold at a positive price!

HENG8

02-19

$SUPER MICRO COMPUTER INC(SMCI)$ Will 10-k be a turning point. Super micro scale-up Blackwell production. Q3 2025? bullish. "Combined with exceptional product quality, service, software, networking, and security with data center building blocks, Supermicro will expand our leadership as the premier US-based data center infrastructure solution provider. We anticipate this technology transition sets a strong foundation for us now, resulting in FY25 revenue in the range of $23.5 billion to $25 billion, paving the way for $40 billion revenue in FY26.” after filed 10-K definitely going be a turning point.

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Why would they wait until it's the last minute before filing? Obviously something is fishy here. Maybe Puts might be the safer option than Calls here","listText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$&nbsp;</a> Delisting?? Why would they wait until it's the last minute before filing? Obviously something is fishy here. Maybe Puts might be the safer option than Calls here","text":"$SUPER MICRO COMPUTER INC(SMCI)$ Delisting?? Why would they wait until it's the last minute before filing? Obviously something is fishy here. Maybe Puts might be the safer option than Calls here","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/407083242172544","isVote":1,"tweetType":1,"viewCount":1951,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":406794961645928,"gmtCreate":1740367736827,"gmtModify":1740470443114,"author":{"id":"4181903497454872","authorId":"4181903497454872","name":"GOPAY BM1WZ7T2","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4181903497454872","authorIdStr":"4181903497454872"},"themes":[],"htmlText":"SMCI is the 1 Big Win. AI Server Dominance: SMCI is a leader in AI-optimized servers, partnering with NVIDIA (Blackwell GPUs) and Microsoft to meet surging demand for AI infrastructure. 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INC(SMCI)$ on 25th Feb","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/406299997196720","isVote":1,"tweetType":1,"viewCount":498,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":406086292091360,"gmtCreate":1740169870489,"gmtModify":1740173849757,"author":{"id":"4155265812906502","authorId":"4155265812906502","name":"Shaki","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4155265812906502","authorIdStr":"4155265812906502"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$</a> Should reach $80 once it files the results","listText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$</a> Should reach $80 once it files the results","text":"$SUPER MICRO COMPUTER INC(SMCI)$ Should reach $80 once it files the results","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/406086292091360","isVote":1,"tweetType":1,"viewCount":506,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":406065216799048,"gmtCreate":1740164809782,"gmtModify":1740173788490,"author":{"id":"4183801986959682","authorId":"4183801986959682","name":"3erene","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4183801986959682","authorIdStr":"4183801986959682"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$&nbsp;</a> 120","listText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$&nbsp;</a> 120","text":"$SUPER MICRO COMPUTER INC(SMCI)$ 120","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/406065216799048","isVote":1,"tweetType":1,"viewCount":372,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":406046201057760,"gmtCreate":1740160082638,"gmtModify":1740160086425,"author":{"id":"3558395132208408","authorId":"3558395132208408","name":"limzihao03","avatar":"https://static.itradeup.com/news/15eb350a3d7b64b891701bf1f440da1a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558395132208408","authorIdStr":"3558395132208408"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$&nbsp;</a><v-v data-views=\"0\"></v-v> once a cheater forever a cheater","listText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$&nbsp;</a><v-v data-views=\"0\"></v-v> once a cheater forever a cheater","text":"$SUPER MICRO COMPUTER INC(SMCI)$ once a cheater forever a cheater","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":2,"link":"https://ttm.financial/post/406046201057760","isVote":1,"tweetType":1,"viewCount":973,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":405927162581152,"gmtCreate":1740154630980,"gmtModify":1740154634784,"author":{"id":"3582014529806015","authorId":"3582014529806015","name":"yksim","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582014529806015","authorIdStr":"3582014529806015"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$&nbsp;</a><v-v data-views=\"0\"></v-v> given the fact they are keep delaying on the report, we should be concern instead of being FOMO.&nbsp;","listText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$&nbsp;</a><v-v data-views=\"0\"></v-v> given the fact they are keep delaying on the report, we should be concern instead of being FOMO.&nbsp;","text":"$SUPER MICRO COMPUTER INC(SMCI)$ given the fact they are keep delaying on the report, we should be concern instead of being FOMO.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/405927162581152","isVote":1,"tweetType":1,"viewCount":1165,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":406161284493648,"gmtCreate":1740149071905,"gmtModify":1740149075497,"author":{"id":"4118741166111582","authorId":"4118741166111582","name":"HENG8","avatar":"https://community-static.tradeup.com/news/254d7e288d5cd67341f23bbc19885d2a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4118741166111582","authorIdStr":"4118741166111582"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Breakout $70. Revenue growth. blackwell production ramps up.","listText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Breakout $70. Revenue growth. blackwell production ramps up.","text":"$SUPER MICRO COMPUTER INC(SMCI)$ Breakout $70. Revenue growth. blackwell production ramps up.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/406161284493648","isVote":1,"tweetType":1,"viewCount":491,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":405923946672448,"gmtCreate":1740130392332,"gmtModify":1740130729734,"author":{"id":"4114848768002772","authorId":"4114848768002772","name":"ShenGuang","avatar":"https://community-static.tradeup.com/news/64825bedb4d401c1a1616d1f15c8a241","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4114848768002772","authorIdStr":"4114848768002772"},"themes":[],"title":"Are Some Investors Bullish on Supermicro Possibly Delisting?","htmlText":"Server and storage solution manufacturer&nbsp;Super Micro Computer, Inc. (NASDAQ: <a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$</a>) – better known as \"Supermicro\" – has been having a rough time of late. In October last year, their long-time auditor Ernst &amp; Young ended their association, stating that it no longer had confidence in management’s statements and no longer wanted to be associated with the financial reports prepared. The company reported a month later that it has now retained BDO USA as its auditor to stay compliant with listing requirements at Nasdaq. Ernst &amp; Young's decision was preceded by the U.S. Department of Justice (DoJ)&nbsp;opening an investigation into the company following an exposé alleging \"accounting manipulation\" by now-defunct s","listText":"Server and storage solution manufacturer&nbsp;Super Micro Computer, Inc. (NASDAQ: <a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$</a>) – better known as \"Supermicro\" – has been having a rough time of late. In October last year, their long-time auditor Ernst &amp; Young ended their association, stating that it no longer had confidence in management’s statements and no longer wanted to be associated with the financial reports prepared. The company reported a month later that it has now retained BDO USA as its auditor to stay compliant with listing requirements at Nasdaq. Ernst &amp; Young's decision was preceded by the U.S. Department of Justice (DoJ)&nbsp;opening an investigation into the company following an exposé alleging \"accounting manipulation\" by now-defunct s","text":"Server and storage solution manufacturer Super Micro Computer, Inc. (NASDAQ: $SUPER MICRO COMPUTER INC(SMCI)$) – better known as \"Supermicro\" – has been having a rough time of late. In October last year, their long-time auditor Ernst & Young ended their association, stating that it no longer had confidence in management’s statements and no longer wanted to be associated with the financial reports prepared. The company reported a month later that it has now retained BDO USA as its auditor to stay compliant with listing requirements at Nasdaq. Ernst & Young's decision was preceded by the U.S. Department of Justice (DoJ) opening an investigation into the company following an exposé alleging \"accounting manipulation\" by now-defunct s","images":[{"img":"https://community-static.tradeup.com/news/c094430827b427b0cbe84daf09ebd9cb","width":"1680","height":"1149"},{"img":"https://community-static.tradeup.com/news/c7bf7d0a8986023bca1bf2f93ff73c58","width":"1680","height":"1184"},{"img":"https://community-static.tradeup.com/news/bc6fdef5d257e85d450bbfc7ab038321","width":"985","height":"632"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":21,"commentSize":3,"repostSize":3,"link":"https://ttm.financial/post/405923946672448","isVote":1,"tweetType":1,"viewCount":11948,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010958","authorId":"10000000000010958","name":"Myron Bright","avatar":"https://static.tigerbbs.com/0ba92b9c59fc0bce34e05548ce24ca50","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010958","authorIdStr":"10000000000010958"},"content":"Indeed, SMCI is a high-risk, high-reward play, and $50 seems like a good opportunity to place a bet.","text":"Indeed, SMCI is a high-risk, high-reward play, and $50 seems like a good opportunity to place a bet.","html":"Indeed, SMCI is a high-risk, high-reward play, and $50 seems like a good opportunity to place a bet."}],"imageCount":3,"langContent":"EN","totalScore":0},{"id":406060208271640,"gmtCreate":1740129503709,"gmtModify":1740131893792,"author":{"id":"3573537573574824","authorId":"3573537573574824","name":"gib88","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573537573574824","authorIdStr":"3573537573574824"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$&nbsp;</a><v-v data-views=\"1\"></v-v> Revenue Growth and Profit Margins: Investors will closely examine SMCI’s revenue growth, particularly in its AI and data center segments. Any signs of slowing growth or margin compression could weigh on the stock. Guidance and Outlook: The 10-K may provide insights into management’s expectations for the coming year. Strong guidance could fuel a breakout, while cautious commentary might trigger a pullback. Supply Chain and Inventory Levels: SMCI’s ability to manage supply chain challenges and inventory levels will be critical. Any indications of bottlenecks or excess inventory could spook investors. Competitive Positioning: With increasing competition in the AI hardware space, SMCIs a","listText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$&nbsp;</a><v-v data-views=\"1\"></v-v> Revenue Growth and Profit Margins: Investors will closely examine SMCI’s revenue growth, particularly in its AI and data center segments. Any signs of slowing growth or margin compression could weigh on the stock. Guidance and Outlook: The 10-K may provide insights into management’s expectations for the coming year. Strong guidance could fuel a breakout, while cautious commentary might trigger a pullback. Supply Chain and Inventory Levels: SMCI’s ability to manage supply chain challenges and inventory levels will be critical. Any indications of bottlenecks or excess inventory could spook investors. Competitive Positioning: With increasing competition in the AI hardware space, SMCIs a","text":"$SUPER MICRO COMPUTER INC(SMCI)$ Revenue Growth and Profit Margins: Investors will closely examine SMCI’s revenue growth, particularly in its AI and data center segments. Any signs of slowing growth or margin compression could weigh on the stock. Guidance and Outlook: The 10-K may provide insights into management’s expectations for the coming year. Strong guidance could fuel a breakout, while cautious commentary might trigger a pullback. Supply Chain and Inventory Levels: SMCI’s ability to manage supply chain challenges and inventory levels will be critical. Any indications of bottlenecks or excess inventory could spook investors. Competitive Positioning: With increasing competition in the AI hardware space, SMCIs a","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/406060208271640","isVote":1,"tweetType":1,"viewCount":464,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":405877169967784,"gmtCreate":1740118994703,"gmtModify":1740118998697,"author":{"id":"3561970400949949","authorId":"3561970400949949","name":"copycat","avatar":"https://static.tigerbbs.com/ff23b85233a021954853d2a464bdaa7e","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561970400949949","authorIdStr":"3561970400949949"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$&nbsp;</a><v-v data-views=\"1\"></v-v> possible of no issues with the filling. Risk and reward acceptable to take position. Once filling cleared, upside is good as more company adopting AI.&nbsp; SMCI will able to support it using their energy efficient,&nbsp;","listText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$&nbsp;</a><v-v data-views=\"1\"></v-v> possible of no issues with the filling. Risk and reward acceptable to take position. Once filling cleared, upside is good as more company adopting AI.&nbsp; SMCI will able to support it using their energy efficient,&nbsp;","text":"$SUPER MICRO COMPUTER INC(SMCI)$ possible of no issues with the filling. Risk and reward acceptable to take position. Once filling cleared, upside is good as more company adopting AI. SMCI will able to support it using their energy efficient,","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/405877169967784","isVote":1,"tweetType":1,"viewCount":877,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":405424627691856,"gmtCreate":1740019558261,"gmtModify":1740019562276,"author":{"id":"4178332581629092","authorId":"4178332581629092","name":"Boybabyrage","avatar":"https://community-static.tradeup.com/news/29a7c713cb016eb11214bce5eed37eed","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4178332581629092","authorIdStr":"4178332581629092"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$&nbsp;</a><v-v data-views=\"1\"></v-v> Once the 10k filling report is produced, the stock price should go back to its original price range which is between 80-100.&nbsp;","listText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$&nbsp;</a><v-v data-views=\"1\"></v-v> Once the 10k filling report is produced, the stock price should go back to its original price range which is between 80-100.&nbsp;","text":"$SUPER MICRO COMPUTER INC(SMCI)$ Once the 10k filling report is produced, the stock price should go back to its original price range which is between 80-100.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/405424627691856","isVote":1,"tweetType":1,"viewCount":981,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":405404271964352,"gmtCreate":1740014211258,"gmtModify":1740014214936,"author":{"id":"3574662512944627","authorId":"3574662512944627","name":"JasonzCKS","avatar":"https://static.tigerbbs.com/462021a266df9b2a7518ea118713f3ab","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574662512944627","authorIdStr":"3574662512944627"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$&nbsp;</a>&nbsp; Come back time? Maybe the time have come to re-think about this chip manufacturing company.&nbsp;","listText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$&nbsp;</a>&nbsp; Come back time? Maybe the time have come to re-think about this chip manufacturing company.&nbsp;","text":"$SUPER MICRO COMPUTER INC(SMCI)$ Come back time? Maybe the time have come to re-think about this chip manufacturing company.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/405404271964352","isVote":1,"tweetType":1,"viewCount":446,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":405392064188760,"gmtCreate":1740011671672,"gmtModify":1740011675560,"author":{"id":"4195358770054372","authorId":"4195358770054372","name":"pittuArya","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4195358770054372","authorIdStr":"4195358770054372"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$&nbsp;</a> 100 by 2nd week of March","listText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$&nbsp;</a> 100 by 2nd week of March","text":"$SUPER MICRO COMPUTER INC(SMCI)$ 100 by 2nd week of March","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/405392064188760","isVote":1,"tweetType":1,"viewCount":589,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":405357941838104,"gmtCreate":1740002983851,"gmtModify":1740038535998,"author":{"id":"4197851430299452","authorId":"4197851430299452","name":"ToNi","avatar":"https://community-static.tradeup.com/news/0d547dc9d32dea0c8d325a231320d24c","crmLevel":0,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4197851430299452","authorIdStr":"4197851430299452"},"themes":[],"title":"Super Micro Computer, Inc. (SMCI): Recent Stock Surge and Long-Term Outlook","htmlText":"As of February 19, 2025, Super Micro Computer, Inc. (SMCI) closed at $60.25, marking a 7.98% increase from the previous trading session. SMCI has been one of the best-performing stocks in the S&amp;P 500 in recent weeks. Since the beginning of 2025, the stock has surged approximately 83%, outperforming high-growth names like Palantir Technologies. (Source: Barron’s) What’s Driving SMCI’s Rally? 1. AI Data Center Boom: • CEO Charles Liang recently provided an optimistic business update, projecting that company revenue could reach $40 billion by 2026, fueled by the growing demand for AI-driven data center servers. • This forecast represents a 60% increase from 2025’s high-end revenue estimates. (Source: Investopedia) 2. Regulatory Risks &amp; Nasdaq Compliance Issues: • Despite recent stock","listText":"As of February 19, 2025, Super Micro Computer, Inc. (SMCI) closed at $60.25, marking a 7.98% increase from the previous trading session. SMCI has been one of the best-performing stocks in the S&amp;P 500 in recent weeks. Since the beginning of 2025, the stock has surged approximately 83%, outperforming high-growth names like Palantir Technologies. (Source: Barron’s) What’s Driving SMCI’s Rally? 1. AI Data Center Boom: • CEO Charles Liang recently provided an optimistic business update, projecting that company revenue could reach $40 billion by 2026, fueled by the growing demand for AI-driven data center servers. • This forecast represents a 60% increase from 2025’s high-end revenue estimates. (Source: Investopedia) 2. Regulatory Risks &amp; Nasdaq Compliance Issues: • Despite recent stock","text":"As of February 19, 2025, Super Micro Computer, Inc. (SMCI) closed at $60.25, marking a 7.98% increase from the previous trading session. SMCI has been one of the best-performing stocks in the S&P 500 in recent weeks. Since the beginning of 2025, the stock has surged approximately 83%, outperforming high-growth names like Palantir Technologies. (Source: Barron’s) What’s Driving SMCI’s Rally? 1. AI Data Center Boom: • CEO Charles Liang recently provided an optimistic business update, projecting that company revenue could reach $40 billion by 2026, fueled by the growing demand for AI-driven data center servers. • This forecast represents a 60% increase from 2025’s high-end revenue estimates. (Source: Investopedia) 2. Regulatory Risks & Nasdaq Compliance Issues: • Despite recent stock","images":[{"img":"https://community-static.tradeup.com/news/d33ee34a42ecd8a424a3d3d547e71662","width":"1320","height":"1423"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":33,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/405357941838104","isVote":1,"tweetType":1,"viewCount":1438,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010977","authorId":"10000000000010977","name":"SiliconTracker","avatar":"https://static.tigerbbs.com/488cfd11df10dfce68c02b0509308e33","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010977","authorIdStr":"10000000000010977"},"content":"Don’t touch companies with a history of financial explosions.","text":"Don’t touch companies with a history of financial explosions.","html":"Don’t touch companies with a history of financial explosions."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":405349555859520,"gmtCreate":1740001321436,"gmtModify":1740001326918,"author":{"id":"4095393869473230","authorId":"4095393869473230","name":"asx股票猎豹 youtube","avatar":"https://community-static.tradeup.com/news/9c81e13d0f39c81a2dde3ad7dbf9fbda","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095393869473230","authorIdStr":"4095393869473230"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SMCI\">$超微电脑(SMCI)$&nbsp;</a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/SMCI\">$超微电脑(SMCI)$&nbsp;</a>&nbsp;","text":"$超微电脑(SMCI)$","images":[{"img":"https://community-static.tradeup.com/news/bba24de60e2b12294fb6454fe0a90c9d","width":"2732","height":"2048"},{"img":"https://community-static.tradeup.com/news/f5cfdebaa31f3dae702d9b26f1ad2cb4","width":"2732","height":"2048"},{"img":"https://community-static.tradeup.com/news/8bec5f0629f1fa29b02b825973bca730","width":"2732","height":"2048"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/405349555859520","isVote":1,"tweetType":1,"viewCount":307,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},{"id":405332438040776,"gmtCreate":1739996771933,"gmtModify":1740000830980,"author":{"id":"4185933043104082","authorId":"4185933043104082","name":"TROBOSS137","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4185933043104082","authorIdStr":"4185933043104082"},"themes":[],"htmlText":"This project to the moon","listText":"This project to the moon","text":"This project to the moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/405332438040776","isVote":1,"tweetType":1,"viewCount":92,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":405280823120240,"gmtCreate":1739984346265,"gmtModify":1739984909040,"author":{"id":"4188392834525402","authorId":"4188392834525402","name":"willii00","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4188392834525402","authorIdStr":"4188392834525402"},"themes":[],"htmlText":"At its peak, it was worth $30 billion, more than Ford’s valuation at the time. The announcement comes after it warned investors on its Q3 Earnings Call that its cash would only keep it afloat through Q1 2025.","listText":"At its peak, it was worth $30 billion, more than Ford’s valuation at the time. The announcement comes after it warned investors on its Q3 Earnings Call that its cash would only keep it afloat through Q1 2025.","text":"At its peak, it was worth $30 billion, more than Ford’s valuation at the time. The announcement comes after it warned investors on its Q3 Earnings Call that its cash would only keep it afloat through Q1 2025.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/405280823120240","isVote":1,"tweetType":1,"viewCount":238,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":405259437175272,"gmtCreate":1739978857517,"gmtModify":1739978861372,"author":{"id":"4118741166111582","authorId":"4118741166111582","name":"HENG8","avatar":"https://community-static.tradeup.com/news/254d7e288d5cd67341f23bbc19885d2a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4118741166111582","authorIdStr":"4118741166111582"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Will 10-k be a turning point. Super micro scale-up Blackwell production. Q3 2025? bullish. \"Combined with exceptional product quality, service, software, networking, and security with data center building blocks, Supermicro will expand our leadership as the premier US-based data center infrastructure solution provider. We anticipate this technology transition sets a strong foundation for us now, resulting in FY25 revenue in the range of $23.5 billion to $25 billion, paving the way for $40 billion revenue in FY26.”&nbsp;after filed 10-K definitely going be a turning point.","listText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Will 10-k be a turning point. Super micro scale-up Blackwell production. Q3 2025? bullish. \"Combined with exceptional product quality, service, software, networking, and security with data center building blocks, Supermicro will expand our leadership as the premier US-based data center infrastructure solution provider. We anticipate this technology transition sets a strong foundation for us now, resulting in FY25 revenue in the range of $23.5 billion to $25 billion, paving the way for $40 billion revenue in FY26.”&nbsp;after filed 10-K definitely going be a turning point.","text":"$SUPER MICRO COMPUTER INC(SMCI)$ Will 10-k be a turning point. Super micro scale-up Blackwell production. Q3 2025? bullish. \"Combined with exceptional product quality, service, software, networking, and security with data center building blocks, Supermicro will expand our leadership as the premier US-based data center infrastructure solution provider. We anticipate this technology transition sets a strong foundation for us now, resulting in FY25 revenue in the range of $23.5 billion to $25 billion, paving the way for $40 billion revenue in FY26.” after filed 10-K definitely going be a turning point.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/405259437175272","isVote":1,"tweetType":1,"viewCount":916,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"essenList":[{"id":419711106777488,"gmtCreate":1743476407962,"gmtModify":1743476412665,"author":{"id":"10000000000011856","authorId":"10000000000011856","name":"JimmyHua","avatar":"https://community-static.tradeup.com/news/7f17d426377c791ac5cdfef91fbf8408","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000011856","idStr":"10000000000011856"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$</a> <v-v data-views=\"1\"></v-v>Waiting for triple digits.. Won’t be long now","listText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$</a> <v-v data-views=\"1\"></v-v>Waiting for triple digits.. Won’t be long now","text":"$SUPER MICRO COMPUTER INC(SMCI)$ Waiting for triple digits.. Won’t be long now","images":[{"img":"https://community-static.tradeup.com/news/8e431177d1b5b641059b97c207e29de2","width":"609","height":"633"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/419711106777488","isVote":1,"tweetType":1,"viewCount":286,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":404760763724040,"gmtCreate":1739842973032,"gmtModify":1739931259536,"author":{"id":"4197851430299452","authorId":"4197851430299452","name":"ToNi","avatar":"https://community-static.tradeup.com/news/0d547dc9d32dea0c8d325a231320d24c","crmLevel":0,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4197851430299452","idStr":"4197851430299452"},"themes":[],"title":"Super Micro (SMCI): A Rising AI Server Star or Overhyped Bubble?","htmlText":"Stock Surge Amid Market Optimism Based on your provided stock chart, SMCI has seen an impressive rally, breaking above $48 with a 13% daily gain and continued strength in after-hours and overnight trading. This aligns with its ambitious $40 billion revenue target and the surging demand for AI servers. AI Server Boom: Opportunities and Risks Super Micro’s key advantage lies in its high-performance computing solutions, optimizing hardware for NVIDIA and AMD AI chips. With the rapid expansion of AI applications like ChatGPT, demand for AI servers has skyrocketed, driving SMCI’s sales growth. However, some analysts are skeptical about its “$40B” goal: • Intensifying Competition: Established players like Dell and HPE are doubling down on AI servers, and NVIDIA might adjust its supply chain stra","listText":"Stock Surge Amid Market Optimism Based on your provided stock chart, SMCI has seen an impressive rally, breaking above $48 with a 13% daily gain and continued strength in after-hours and overnight trading. This aligns with its ambitious $40 billion revenue target and the surging demand for AI servers. AI Server Boom: Opportunities and Risks Super Micro’s key advantage lies in its high-performance computing solutions, optimizing hardware for NVIDIA and AMD AI chips. With the rapid expansion of AI applications like ChatGPT, demand for AI servers has skyrocketed, driving SMCI’s sales growth. However, some analysts are skeptical about its “$40B” goal: • Intensifying Competition: Established players like Dell and HPE are doubling down on AI servers, and NVIDIA might adjust its supply chain stra","text":"Stock Surge Amid Market Optimism Based on your provided stock chart, SMCI has seen an impressive rally, breaking above $48 with a 13% daily gain and continued strength in after-hours and overnight trading. This aligns with its ambitious $40 billion revenue target and the surging demand for AI servers. AI Server Boom: Opportunities and Risks Super Micro’s key advantage lies in its high-performance computing solutions, optimizing hardware for NVIDIA and AMD AI chips. With the rapid expansion of AI applications like ChatGPT, demand for AI servers has skyrocketed, driving SMCI’s sales growth. However, some analysts are skeptical about its “$40B” goal: • Intensifying Competition: Established players like Dell and HPE are doubling down on AI servers, and NVIDIA might adjust its supply chain stra","images":[{"img":"https://community-static.tradeup.com/news/c002d96c3ae7f91d15f8ee3d77353bc2","width":"1320","height":"1476"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":85,"commentSize":4,"repostSize":9,"link":"https://ttm.financial/post/404760763724040","isVote":1,"tweetType":1,"viewCount":4965,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010866","authorId":"10000000000010866","name":"Hunter Brown","avatar":"https://static.tigerbbs.com/b061e64f30a27d5aa62481a74a31d5a0","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010866","idStr":"10000000000010866"},"content":"SMCI is still rising in overnight trading today. Will it continue to climb before the annual report release?","text":"SMCI is still rising in overnight trading today. Will it continue to climb before the annual report release?","html":"SMCI is still rising in overnight trading today. Will it continue to climb before the annual report release?"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":402462113513704,"gmtCreate":1739284771104,"gmtModify":1739339559893,"author":{"id":"4121482349085112","authorId":"4121482349085112","name":"KKLEE","avatar":"https://community-static.tradeup.com/news/9cd26c37fb357178b3bab615cfeafdf2","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4121482349085112","idStr":"4121482349085112"},"themes":[],"htmlText":"Super Micro Computer (SMCI) has delivered another impressive earnings report, fueled by strong demand for AI-driven infrastructure solutions. As the semiconductor sector rebounds, the question for investors is clear: Will chip giants like SMCI, Nvidia, and AMD continue their upward surge? Let's break down the factors driving this rally and assess the potential for sustained growth. Earnings Highlights SMCI reported solid revenue growth, beating market expectations, driven by surging demand for AI servers and cloud infrastructure solutions. The company’s strategic partnerships with industry leaders like Nvidia have positioned it as a key player in the AI hardware revolution. Management's bullish guidance suggests continued momentum in the upcoming quarters. Why Chip Giants Could Continue Su","listText":"Super Micro Computer (SMCI) has delivered another impressive earnings report, fueled by strong demand for AI-driven infrastructure solutions. As the semiconductor sector rebounds, the question for investors is clear: Will chip giants like SMCI, Nvidia, and AMD continue their upward surge? Let's break down the factors driving this rally and assess the potential for sustained growth. Earnings Highlights SMCI reported solid revenue growth, beating market expectations, driven by surging demand for AI servers and cloud infrastructure solutions. The company’s strategic partnerships with industry leaders like Nvidia have positioned it as a key player in the AI hardware revolution. Management's bullish guidance suggests continued momentum in the upcoming quarters. Why Chip Giants Could Continue Su","text":"Super Micro Computer (SMCI) has delivered another impressive earnings report, fueled by strong demand for AI-driven infrastructure solutions. As the semiconductor sector rebounds, the question for investors is clear: Will chip giants like SMCI, Nvidia, and AMD continue their upward surge? Let's break down the factors driving this rally and assess the potential for sustained growth. Earnings Highlights SMCI reported solid revenue growth, beating market expectations, driven by surging demand for AI servers and cloud infrastructure solutions. The company’s strategic partnerships with industry leaders like Nvidia have positioned it as a key player in the AI hardware revolution. Management's bullish guidance suggests continued momentum in the upcoming quarters. Why Chip Giants Could Continue Su","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":14,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/402462113513704","isVote":1,"tweetType":1,"viewCount":935,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":402798529015936,"gmtCreate":1739367090016,"gmtModify":1739418150592,"author":{"id":"4106871034809890","authorId":"4106871034809890","name":"Financial Freedom Fund","avatar":"https://community-static.tradeup.com/news/4590969a001ec03d6327d958f55ea7db","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4106871034809890","idStr":"4106871034809890"},"themes":[],"htmlText":"SMCi post business update review.&nbsp;Breakdown of issues into either&nbsp;good and bad (no neutral). Good:&nbsp; 1. No restatement of accounts. Any restatement would have implications for the convertible bonds and evolve a great domino effect. 2. On track to file outstanding and upcoming Nasdaq returns on time. This is a very important development. Anything else&nbsp;would rock its&nbsp;financial standing again. 3. Project roughly 60% &nbsp;growth next fiscal year. I'm rather&nbsp;puzzled with the large increase&nbsp;only to materialize&nbsp;next year. SMCI&nbsp;seems to be planning new plants with the new capital and projecting unfettered growth in the AI server industry. 4. DOJ and legal challenges&nbsp;update. Reinforced view that they are unmeritorious. I wouldn't worried about these","listText":"SMCi post business update review.&nbsp;Breakdown of issues into either&nbsp;good and bad (no neutral). Good:&nbsp; 1. No restatement of accounts. Any restatement would have implications for the convertible bonds and evolve a great domino effect. 2. On track to file outstanding and upcoming Nasdaq returns on time. This is a very important development. Anything else&nbsp;would rock its&nbsp;financial standing again. 3. Project roughly 60% &nbsp;growth next fiscal year. I'm rather&nbsp;puzzled with the large increase&nbsp;only to materialize&nbsp;next year. SMCI&nbsp;seems to be planning new plants with the new capital and projecting unfettered growth in the AI server industry. 4. DOJ and legal challenges&nbsp;update. Reinforced view that they are unmeritorious. I wouldn't worried about these","text":"SMCi post business update review. Breakdown of issues into either good and bad (no neutral). Good: 1. No restatement of accounts. Any restatement would have implications for the convertible bonds and evolve a great domino effect. 2. On track to file outstanding and upcoming Nasdaq returns on time. This is a very important development. Anything else would rock its financial standing again. 3. Project roughly 60% growth next fiscal year. I'm rather puzzled with the large increase only to materialize next year. SMCI seems to be planning new plants with the new capital and projecting unfettered growth in the AI server industry. 4. DOJ and legal challenges update. Reinforced view that they are unmeritorious. I wouldn't worried about these","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":23,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/402798529015936","isVote":1,"tweetType":1,"viewCount":634,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4104463084108650","authorId":"4104463084108650","name":"antiti","avatar":"https://static.itradeup.com/news/799de6aa16aee34a13e36b139ff24e8a","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4104463084108650","idStr":"4104463084108650"},"content":"If SMCI submits its annual report on time this time, there shouldn't be much volatility, right? If SMCI expects 60% growth, does that mean a positive outlook for NVDA?","text":"If SMCI submits its annual report on time this time, there shouldn't be much volatility, right? If SMCI expects 60% growth, does that mean a positive outlook for NVDA?","html":"If SMCI submits its annual report on time this time, there shouldn't be much volatility, right? If SMCI expects 60% growth, does that mean a positive outlook for NVDA?"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":407540843769928,"gmtCreate":1740530933950,"gmtModify":1740532919932,"author":{"id":"4091108376154240","authorId":"4091108376154240","name":"Mrzorro","avatar":"https://static.tigerbbs.com/0aa7353d86c04413c1e18867403db3bd","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4091108376154240","idStr":"4091108376154240"},"themes":[],"htmlText":"Options Market Statistics: Super Micro Files Financial Reports Right Before Nasdaq's Deadline <a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;&nbsp;shares were down 11% on Tuesday while surging more than 20% in extended trading. The most traded puts are contracts of $30 strike price that expire on Feb 28 and the total volume reaching 39,159 with the open interest of 41,084. The traded calls are contracts of $50 strike price that expire on Feb 28. On Tuesday, the company filed its late financial reports to meet Nasdaq’s rules, easing worries that it might be removed from the stock exchange. The company released its 2024 fiscal year results in a filing with the SEC. It also submitted financial statements for the quarters ending","listText":"Options Market Statistics: Super Micro Files Financial Reports Right Before Nasdaq's Deadline <a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;&nbsp;shares were down 11% on Tuesday while surging more than 20% in extended trading. The most traded puts are contracts of $30 strike price that expire on Feb 28 and the total volume reaching 39,159 with the open interest of 41,084. The traded calls are contracts of $50 strike price that expire on Feb 28. On Tuesday, the company filed its late financial reports to meet Nasdaq’s rules, easing worries that it might be removed from the stock exchange. The company released its 2024 fiscal year results in a filing with the SEC. It also submitted financial statements for the quarters ending","text":"Options Market Statistics: Super Micro Files Financial Reports Right Before Nasdaq's Deadline $SUPER MICRO COMPUTER INC(SMCI)$ shares were down 11% on Tuesday while surging more than 20% in extended trading. The most traded puts are contracts of $30 strike price that expire on Feb 28 and the total volume reaching 39,159 with the open interest of 41,084. The traded calls are contracts of $50 strike price that expire on Feb 28. On Tuesday, the company filed its late financial reports to meet Nasdaq’s rules, easing worries that it might be removed from the stock exchange. The company released its 2024 fiscal year results in a filing with the SEC. It also submitted financial statements for the quarters ending","images":[{"img":"https://community-static.tradeup.com/news/7b4d5f6ed4e0f90185e925e9fc3f7f98","width":"965","height":"1236"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":5,"link":"https://ttm.financial/post/407540843769928","isVote":1,"tweetType":1,"viewCount":1126,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":418025102946504,"gmtCreate":1743052146053,"gmtModify":1743054170444,"author":{"id":"4139919344139332","authorId":"4139919344139332","name":"kw888999","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4139919344139332","idStr":"4139919344139332"},"themes":[],"htmlText":"is it still above trend lines now after the 9 percent drop yesterday?","listText":"is it still above trend lines now after the 9 percent drop yesterday?","text":"is it still above trend lines now after the 9 percent drop yesterday?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/418025102946504","isVote":1,"tweetType":1,"viewCount":437,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":407319248904816,"gmtCreate":1740461158939,"gmtModify":1740461445434,"author":{"id":"3565075628273965","authorId":"3565075628273965","name":"陈河马","avatar":"https://static.tigerbbs.com/9c4a13cbf345abe505d3086b9f8da49a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3565075628273965","idStr":"3565075628273965"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$&nbsp;</a><v-v data-views=\"1\"></v-v> Super Micro Computer (SMCI) is riding strong momentum ahead of its 10-K filing, and I believe the stock is primed for a breakout past $80 rather than a pullback to $50. Here's why:&nbsp;&nbsp; 1️⃣ Strong Fundamentals &amp; AI Tailwinds&nbsp;– SMCI has been a key player in AI-driven server demand, benefiting from the explosive growth in high-performance computing. The company’s partnerships with Nvidia and AMD position it well to capitalize on the AI boom, driving strong revenue growth.&nbsp;&nbsp; 2️⃣ No Major Red Flags Expected in 10-K&nbsp;– Investors are watching closely for any surprises in the 10-K filing. If there are no material downward revisions or accounting concerns, confi","listText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$&nbsp;</a><v-v data-views=\"1\"></v-v> Super Micro Computer (SMCI) is riding strong momentum ahead of its 10-K filing, and I believe the stock is primed for a breakout past $80 rather than a pullback to $50. Here's why:&nbsp;&nbsp; 1️⃣ Strong Fundamentals &amp; AI Tailwinds&nbsp;– SMCI has been a key player in AI-driven server demand, benefiting from the explosive growth in high-performance computing. The company’s partnerships with Nvidia and AMD position it well to capitalize on the AI boom, driving strong revenue growth.&nbsp;&nbsp; 2️⃣ No Major Red Flags Expected in 10-K&nbsp;– Investors are watching closely for any surprises in the 10-K filing. If there are no material downward revisions or accounting concerns, confi","text":"$SUPER MICRO COMPUTER INC(SMCI)$ Super Micro Computer (SMCI) is riding strong momentum ahead of its 10-K filing, and I believe the stock is primed for a breakout past $80 rather than a pullback to $50. Here's why: 1️⃣ Strong Fundamentals & AI Tailwinds – SMCI has been a key player in AI-driven server demand, benefiting from the explosive growth in high-performance computing. The company’s partnerships with Nvidia and AMD position it well to capitalize on the AI boom, driving strong revenue growth. 2️⃣ No Major Red Flags Expected in 10-K – Investors are watching closely for any surprises in the 10-K filing. If there are no material downward revisions or accounting concerns, confi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":14,"commentSize":0,"repostSize":9,"link":"https://ttm.financial/post/407319248904816","isVote":1,"tweetType":1,"viewCount":5754,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":417796121899216,"gmtCreate":1743000535059,"gmtModify":1743003710251,"author":{"id":"3571891551010646","authorId":"3571891551010646","name":"JoeH123","avatar":"https://community-static.tradeup.com/news/df9fdcc0ff7c560f59776176228020f4","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3571891551010646","idStr":"3571891551010646"},"themes":[],"htmlText":"Scary","listText":"Scary","text":"Scary","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/417796121899216","isVote":1,"tweetType":1,"viewCount":568,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":405181651853720,"gmtCreate":1739942136343,"gmtModify":1739942860026,"author":{"id":"4121482349085112","authorId":"4121482349085112","name":"KKLEE","avatar":"https://community-static.tradeup.com/news/9cd26c37fb357178b3bab615cfeafdf2","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4121482349085112","idStr":"4121482349085112"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$&nbsp;</a>&nbsp; Super Micro Computer (SMCI) has gained 16%, fueled by strong AI-driven demand. With the upcoming 10-K filing, investors are watching for potential catalysts—but will it reveal anything new, or is the stock’s trajectory already set? Why the 10-K May Be a Non-Event No Major Surprises Expected – SMCI has been transparent in earnings calls, and the 10-K is unlikely to contain game-changing updates. Momentum Already in Play – The rally is largely driven by AI sector strength and institutional accumulation, not regulatory filings. Fundamentals Remain Strong – The company’s growth trajectory is well-established, making the 10-K more of a routine disclosure than a market-moving event. What Could Still Matter? M","listText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$&nbsp;</a>&nbsp; Super Micro Computer (SMCI) has gained 16%, fueled by strong AI-driven demand. With the upcoming 10-K filing, investors are watching for potential catalysts—but will it reveal anything new, or is the stock’s trajectory already set? Why the 10-K May Be a Non-Event No Major Surprises Expected – SMCI has been transparent in earnings calls, and the 10-K is unlikely to contain game-changing updates. Momentum Already in Play – The rally is largely driven by AI sector strength and institutional accumulation, not regulatory filings. Fundamentals Remain Strong – The company’s growth trajectory is well-established, making the 10-K more of a routine disclosure than a market-moving event. What Could Still Matter? M","text":"$SUPER MICRO COMPUTER INC(SMCI)$ Super Micro Computer (SMCI) has gained 16%, fueled by strong AI-driven demand. With the upcoming 10-K filing, investors are watching for potential catalysts—but will it reveal anything new, or is the stock’s trajectory already set? Why the 10-K May Be a Non-Event No Major Surprises Expected – SMCI has been transparent in earnings calls, and the 10-K is unlikely to contain game-changing updates. Momentum Already in Play – The rally is largely driven by AI sector strength and institutional accumulation, not regulatory filings. Fundamentals Remain Strong – The company’s growth trajectory is well-established, making the 10-K more of a routine disclosure than a market-moving event. What Could Still Matter? M","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/405181651853720","isVote":1,"tweetType":1,"viewCount":883,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274759070660","authorId":"3479274759070660","name":"windy00","avatar":"https://static.tigerbbs.com/38b1d941a51e1a5f1ca29e3f8ce62213","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3479274759070660","idStr":"3479274759070660"},"content":"I will wait for 10-K to decide whether to buy SMCI. Cause the last big drop is still intimidating for me.","text":"I will wait for 10-K to decide whether to buy SMCI. Cause the last big drop is still intimidating for me.","html":"I will wait for 10-K to decide whether to buy SMCI. Cause the last big drop is still intimidating for me."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":402092929020280,"gmtCreate":1739192201604,"gmtModify":1739329565229,"author":{"id":"3527667620927015","authorId":"3527667620927015","name":"Tiger_Earnings","avatar":"https://static.tigerbbs.com/1849fb1fb43d93db3974fd09c5f65ff1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667620927015","idStr":"3527667620927015"},"themes":[],"title":"🚀 Growth Stock Earnings Week – Make Your Predictions & Win Rewards!","htmlText":"Last week, we saw <a href=\"https://ttm.financial/S/SWKS\">$Skyworks Solutions(SWKS)$</a> plunge 23% after earnings, while <a href=\"https://ttm.financial/S/PINS\">$Pinterest, Inc.(PINS)$</a> soared 19%. Growth stocks tend to be highly volatile around earnings due to their high valuations and market expectations. This week, major growth stocks SMCI, COIN, PANW, ROKU, APP, RDDT, and UPST are set to report their earnings—what surprises will they bring? Which stock do you believe will deliver the biggest post-earnings surge? Share your predictions in the comments!📊 Earnings OutlookHow do you view this week’s earnings for growth stocks? Among SMCI, COIN, PANW, ROKU, APP, RDDT, and UPST, which one are you most bullish on? Which company do you think will see the biggest post-earnings rally? <a href=\"\"></a>","listText":"Last week, we saw <a href=\"https://ttm.financial/S/SWKS\">$Skyworks Solutions(SWKS)$</a> plunge 23% after earnings, while <a href=\"https://ttm.financial/S/PINS\">$Pinterest, Inc.(PINS)$</a> soared 19%. Growth stocks tend to be highly volatile around earnings due to their high valuations and market expectations. This week, major growth stocks SMCI, COIN, PANW, ROKU, APP, RDDT, and UPST are set to report their earnings—what surprises will they bring? Which stock do you believe will deliver the biggest post-earnings surge? Share your predictions in the comments!📊 Earnings OutlookHow do you view this week’s earnings for growth stocks? Among SMCI, COIN, PANW, ROKU, APP, RDDT, and UPST, which one are you most bullish on? Which company do you think will see the biggest post-earnings rally? <a href=\"\"></a>","text":"Last week, we saw $Skyworks Solutions(SWKS)$ plunge 23% after earnings, while $Pinterest, Inc.(PINS)$ soared 19%. Growth stocks tend to be highly volatile around earnings due to their high valuations and market expectations. This week, major growth stocks SMCI, COIN, PANW, ROKU, APP, RDDT, and UPST are set to report their earnings—what surprises will they bring? Which stock do you believe will deliver the biggest post-earnings surge? Share your predictions in the comments!📊 Earnings OutlookHow do you view this week’s earnings for growth stocks? Among SMCI, COIN, PANW, ROKU, APP, RDDT, and UPST, which one are you most bullish on? Which company do you think will see the biggest post-earnings rally?","images":[{"img":"https://community-static.tradeup.com/news/6354c64830aad92d6fe8cfdf8377f35a"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":149,"commentSize":8,"repostSize":22,"link":"https://ttm.financial/post/402092929020280","isVote":1,"tweetType":1,"viewCount":5599,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4175237419056872","authorId":"4175237419056872","name":"北极篂","avatar":"https://community-static.tradeup.com/news/ccf6efe280d3bd6dd9ff673c1ff662b4","crmLevel":3,"crmLevelSwitch":1,"authorIdStr":"4175237419056872","idStr":"4175237419056872"},"content":"This week, the earnings reports of growth stocks are intensive, and market volatility may intensify. SMCI, COIN, PANW, ROKU, APP, RDDT, UPST each have their own points to watch, but I personally prefer Palo Alto Networks (PANW) and may see the biggest gain in * * Super Micro Computer (SMCI) * * in the short term. PANW: Strong Security Demand, Solid Results As a leader in network security, Palo Alto Networks benefits from the security needs brought about by the digital transformation of enterprises and the growth of AI computing power. Its subscription revenue is stable, its gross profit margin is high, and it has been able to exceed expectations in the past few quarters. Considering the market's high expectations for AI + safety, if the financial report continues to exceed expectations, the stock price may achieve steady growth. SMCI: AI Server Boom, Stock Price Most Elasticity SMCI's star stocks in this round of AI market have seen their stock prices rise sharply, but the demand for AI servers is still strong. If the financial report data exceeds expectations, especially the strong order growth, market sentiment may boost its short-term surge. Considering that its stocks are more active, once the data exceeds expectations, the increase may be ahead of other growth stocks. Other targets COIN is greatly affected by price fluctuations in Bitcoin, RDDT is still in the market verification period, and the recovery of ROKU's advertising business is still unclear. Although UPST rose sharply in the early stage, the financial environment is still challenging, and the risk of short-term correction is high. On the whole, I am bullish on the steady growth of PANW, but SMCI may be the strongest candidate for the biggest short-term gains.","text":"This week, the earnings reports of growth stocks are intensive, and market volatility may intensify. SMCI, COIN, PANW, ROKU, APP, RDDT, UPST each have their own points to watch, but I personally prefer Palo Alto Networks (PANW) and may see the biggest gain in * * Super Micro Computer (SMCI) * * in the short term. PANW: Strong Security Demand, Solid Results As a leader in network security, Palo Alto Networks benefits from the security needs brought about by the digital transformation of enterprises and the growth of AI computing power. Its subscription revenue is stable, its gross profit margin is high, and it has been able to exceed expectations in the past few quarters. Considering the market's high expectations for AI + safety, if the financial report continues to exceed expectations, the stock price may achieve steady growth. SMCI: AI Server Boom, Stock Price Most Elasticity SMCI's star stocks in this round of AI market have seen their stock prices rise sharply, but the demand for AI servers is still strong. If the financial report data exceeds expectations, especially the strong order growth, market sentiment may boost its short-term surge. Considering that its stocks are more active, once the data exceeds expectations, the increase may be ahead of other growth stocks. Other targets COIN is greatly affected by price fluctuations in Bitcoin, RDDT is still in the market verification period, and the recovery of ROKU's advertising business is still unclear. Although UPST rose sharply in the early stage, the financial environment is still challenging, and the risk of short-term correction is high. On the whole, I am bullish on the steady growth of PANW, but SMCI may be the strongest candidate for the biggest short-term gains.","html":"This week, the earnings reports of growth stocks are intensive, and market volatility may intensify. SMCI, COIN, PANW, ROKU, APP, RDDT, UPST each have their own points to watch, but I personally prefer Palo Alto Networks (PANW) and may see the biggest gain in * * Super Micro Computer (SMCI) * * in the short term. PANW: Strong Security Demand, Solid Results As a leader in network security, Palo Alto Networks benefits from the security needs brought about by the digital transformation of enterprises and the growth of AI computing power. Its subscription revenue is stable, its gross profit margin is high, and it has been able to exceed expectations in the past few quarters. Considering the market's high expectations for AI + safety, if the financial report continues to exceed expectations, the stock price may achieve steady growth. SMCI: AI Server Boom, Stock Price Most Elasticity SMCI's star stocks in this round of AI market have seen their stock prices rise sharply, but the demand for AI servers is still strong. If the financial report data exceeds expectations, especially the strong order growth, market sentiment may boost its short-term surge. Considering that its stocks are more active, once the data exceeds expectations, the increase may be ahead of other growth stocks. Other targets COIN is greatly affected by price fluctuations in Bitcoin, RDDT is still in the market verification period, and the recovery of ROKU's advertising business is still unclear. Although UPST rose sharply in the early stage, the financial environment is still challenging, and the risk of short-term correction is high. On the whole, I am bullish on the steady growth of PANW, but SMCI may be the strongest candidate for the biggest short-term gains."}],"imageCount":2,"langContent":"EN","totalScore":0},{"id":409485500317784,"gmtCreate":1740988477163,"gmtModify":1740988487816,"author":{"id":"10000000000011856","authorId":"10000000000011856","name":"JimmyHua","avatar":"https://community-static.tradeup.com/news/7f17d426377c791ac5cdfef91fbf8408","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000011856","idStr":"10000000000011856"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$</a> <v-v data-views=\"1\"></v-v>SMCI’s wild ride reflects both its AI-driven potential and growing risks. Valuation is stretched, and supply chain pressures remain, but AI infrastructure demand is a strong tailwind. Short-term volatility is high, but long-term prospects still look promising.","listText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$</a> <v-v data-views=\"1\"></v-v>SMCI’s wild ride reflects both its AI-driven potential and growing risks. Valuation is stretched, and supply chain pressures remain, but AI infrastructure demand is a strong tailwind. Short-term volatility is high, but long-term prospects still look promising.","text":"$SUPER MICRO COMPUTER INC(SMCI)$ SMCI’s wild ride reflects both its AI-driven potential and growing risks. Valuation is stretched, and supply chain pressures remain, but AI infrastructure demand is a strong tailwind. Short-term volatility is high, but long-term prospects still look promising.","images":[{"img":"https://community-static.tradeup.com/news/acccc0ff12b063d5b057bf7fc16ef3bb","width":"1200","height":"675"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":79,"commentSize":4,"repostSize":218,"link":"https://ttm.financial/post/409485500317784","isVote":1,"tweetType":1,"viewCount":7461,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010990","authorId":"10000000000010990","name":"Merle Ted","avatar":"https://static.tigerbbs.com/d0681550b13e51a8ffa4c08327616955","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010990","idStr":"10000000000010990"},"content":"This week it will be green. At least $46 by the end of this week. Next week it will be big close to $55. Be patient👍","text":"This week it will be green. At least $46 by the end of this week. Next week it will be big close to $55. Be patient👍","html":"This week it will be green. At least $46 by the end of this week. Next week it will be big close to $55. Be patient👍"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":406794961645928,"gmtCreate":1740367736827,"gmtModify":1740470443114,"author":{"id":"4181903497454872","authorId":"4181903497454872","name":"GOPAY BM1WZ7T2","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4181903497454872","idStr":"4181903497454872"},"themes":[],"htmlText":"SMCI is the 1 Big Win. AI Server Dominance: SMCI is a leader in AI-optimized servers, partnering with NVIDIA (Blackwell GPUs) and Microsoft to meet surging demand for AI infrastructure. FY2026 Revenue Guidance: $40 billion (70% growth from FY2025), deemed \"conservative\" by CEO Charles Liang. Historic Price Surge: 5-Year Return: +1,336% (driven by generative AI boom and cloud adoption). 52-Week High: $122.90 (March 2024), though shares corrected to $56.07 by February 2025. Market Sentiment &amp; Catalysts: News Highlights: Strategic AI partnerships, bullish revenue cycles, and data center sector growth (9.29% CAGR projected through 2033). Options Activity: Elevated implied volatility and gamma spikes near key price levels amplified speculative interest. Financial Metrics: Valuation: P/E 27.","listText":"SMCI is the 1 Big Win. AI Server Dominance: SMCI is a leader in AI-optimized servers, partnering with NVIDIA (Blackwell GPUs) and Microsoft to meet surging demand for AI infrastructure. FY2026 Revenue Guidance: $40 billion (70% growth from FY2025), deemed \"conservative\" by CEO Charles Liang. Historic Price Surge: 5-Year Return: +1,336% (driven by generative AI boom and cloud adoption). 52-Week High: $122.90 (March 2024), though shares corrected to $56.07 by February 2025. Market Sentiment &amp; Catalysts: News Highlights: Strategic AI partnerships, bullish revenue cycles, and data center sector growth (9.29% CAGR projected through 2033). Options Activity: Elevated implied volatility and gamma spikes near key price levels amplified speculative interest. Financial Metrics: Valuation: P/E 27.","text":"SMCI is the 1 Big Win. AI Server Dominance: SMCI is a leader in AI-optimized servers, partnering with NVIDIA (Blackwell GPUs) and Microsoft to meet surging demand for AI infrastructure. FY2026 Revenue Guidance: $40 billion (70% growth from FY2025), deemed \"conservative\" by CEO Charles Liang. Historic Price Surge: 5-Year Return: +1,336% (driven by generative AI boom and cloud adoption). 52-Week High: $122.90 (March 2024), though shares corrected to $56.07 by February 2025. Market Sentiment & Catalysts: News Highlights: Strategic AI partnerships, bullish revenue cycles, and data center sector growth (9.29% CAGR projected through 2033). Options Activity: Elevated implied volatility and gamma spikes near key price levels amplified speculative interest. Financial Metrics: Valuation: P/E 27.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":8,"link":"https://ttm.financial/post/406794961645928","isVote":1,"tweetType":1,"viewCount":905,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":399808636805672,"gmtCreate":1738634838776,"gmtModify":1739158212347,"author":{"id":"4109324284357180","authorId":"4109324284357180","name":"Ah_Meng","avatar":"https://community-static.tradeup.com/news/d97e00479f1ee9e647c7a76f8e8f4251","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4109324284357180","idStr":"4109324284357180"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/00981\">$SMIC(00981)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; A new high and an ATH coming... taking out $44 is a matter of hours, if not minutes... SMIC stands out as a Chinese based chips manufacturer. I have stated a year or two before that it stands to gain from US ban on advanced chips to China (Not sure how to link my old article- anyone can share?).&nbsp; Why? Simple - 2 important reasons. 1) Chinese companies have no choice but to buy from SMIC due to the US advanced chips ban. Donald Trump will likely continue what his predecessor did in this aspect. 2) Chinese government's support [USD]&nbsp; [Allin]&nbsp; [Allin]&nbsp; [USD]&nbsp; No matter how badly the rest of the economy is doing, Chinese government is throwing its weight behind technology co","listText":"<a href=\"https://ttm.financial/S/00981\">$SMIC(00981)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; A new high and an ATH coming... taking out $44 is a matter of hours, if not minutes... SMIC stands out as a Chinese based chips manufacturer. I have stated a year or two before that it stands to gain from US ban on advanced chips to China (Not sure how to link my old article- anyone can share?).&nbsp; Why? Simple - 2 important reasons. 1) Chinese companies have no choice but to buy from SMIC due to the US advanced chips ban. Donald Trump will likely continue what his predecessor did in this aspect. 2) Chinese government's support [USD]&nbsp; [Allin]&nbsp; [Allin]&nbsp; [USD]&nbsp; No matter how badly the rest of the economy is doing, Chinese government is throwing its weight behind technology co","text":"$SMIC(00981)$ A new high and an ATH coming... taking out $44 is a matter of hours, if not minutes... SMIC stands out as a Chinese based chips manufacturer. I have stated a year or two before that it stands to gain from US ban on advanced chips to China (Not sure how to link my old article- anyone can share?). Why? Simple - 2 important reasons. 1) Chinese companies have no choice but to buy from SMIC due to the US advanced chips ban. Donald Trump will likely continue what his predecessor did in this aspect. 2) Chinese government's support [USD] [Allin] [Allin] [USD] No matter how badly the rest of the economy is doing, Chinese government is throwing its weight behind technology co","images":[{"img":"https://community-static.tradeup.com/news/2f1845d0cb9ab485f0afcedd0a63ee03","width":"750","height":"2478"}],"top":1,"highlighted":1,"essential":2,"paper":1,"likeSize":126,"commentSize":3,"repostSize":2,"link":"https://ttm.financial/post/399808636805672","isVote":1,"tweetType":1,"viewCount":1287,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000377","authorId":"9000000000000377","name":"jazzyloo","avatar":"https://static.tigerbbs.com/044204312867823a740269f5d67bd7c4","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000377","idStr":"9000000000000377"},"content":"Bullish outlook! 🚀","text":"Bullish outlook! 🚀","html":"Bullish outlook! 🚀"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":401181960622288,"gmtCreate":1738972229602,"gmtModify":1739158153304,"author":{"id":"4197851430299452","authorId":"4197851430299452","name":"ToNi","avatar":"https://community-static.tradeup.com/news/0d547dc9d32dea0c8d325a231320d24c","crmLevel":0,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4197851430299452","idStr":"4197851430299452"},"themes":[],"title":"Super Micro Computer (SMCI): A Strong Bet on the AI Boom?","htmlText":"SMCI surged 7.21% to close at $36.28, continuing its upward momentum in after-hours trading. This rally aligns with the company’s latest strategic advancements—full-scale production of AI data center solutions powered by NVIDIA’s Blackwell platform. Why SMCI Could Be a Strong Buy? 1️⃣ AI Infrastructure Leader: SMCI is expanding its AI server solutions, solidifying its position as a key player in the AI-driven data center revolution. As demand for high-performance computing (HPC) and AI workloads rises, SMCI stands to benefit. 2️⃣ Strong Market Momentum: The stock is up significantly in the past few weeks, with today’s rally reflecting investor confidence. The moving averages indicate a potential bullish breakout, with price action surpassing key technical levels. 3️⃣ Upcoming Business Upda","listText":"SMCI surged 7.21% to close at $36.28, continuing its upward momentum in after-hours trading. This rally aligns with the company’s latest strategic advancements—full-scale production of AI data center solutions powered by NVIDIA’s Blackwell platform. Why SMCI Could Be a Strong Buy? 1️⃣ AI Infrastructure Leader: SMCI is expanding its AI server solutions, solidifying its position as a key player in the AI-driven data center revolution. As demand for high-performance computing (HPC) and AI workloads rises, SMCI stands to benefit. 2️⃣ Strong Market Momentum: The stock is up significantly in the past few weeks, with today’s rally reflecting investor confidence. The moving averages indicate a potential bullish breakout, with price action surpassing key technical levels. 3️⃣ Upcoming Business Upda","text":"SMCI surged 7.21% to close at $36.28, continuing its upward momentum in after-hours trading. This rally aligns with the company’s latest strategic advancements—full-scale production of AI data center solutions powered by NVIDIA’s Blackwell platform. Why SMCI Could Be a Strong Buy? 1️⃣ AI Infrastructure Leader: SMCI is expanding its AI server solutions, solidifying its position as a key player in the AI-driven data center revolution. As demand for high-performance computing (HPC) and AI workloads rises, SMCI stands to benefit. 2️⃣ Strong Market Momentum: The stock is up significantly in the past few weeks, with today’s rally reflecting investor confidence. The moving averages indicate a potential bullish breakout, with price action surpassing key technical levels. 3️⃣ Upcoming Business Upda","images":[{"img":"https://community-static.tradeup.com/news/a57ed0e33a363151788ec03c2c30b241","width":"1320","height":"1260"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":116,"commentSize":4,"repostSize":7,"link":"https://ttm.financial/post/401181960622288","isVote":1,"tweetType":1,"viewCount":1943,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4197851430299452","authorId":"4197851430299452","name":"ToNi","avatar":"https://community-static.tradeup.com/news/0d547dc9d32dea0c8d325a231320d24c","crmLevel":0,"crmLevelSwitch":0,"authorIdStr":"4197851430299452","idStr":"4197851430299452"},"content":"This year，I believe if there is no more black swan","text":"This year，I believe if there is no more black swan","html":"This year，I believe if there is no more black swan"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":402482980512200,"gmtCreate":1739290016671,"gmtModify":1739290996322,"author":{"id":"4103089604754610","authorId":"4103089604754610","name":"jethro","avatar":"https://static.tigerbbs.com/445b4765728802a2e3b3795587bae0a3","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4103089604754610","idStr":"4103089604754610"},"themes":[],"htmlText":"Here are the latest developments and outlook for Super Micro Computer, Inc. (SMCI) this week: Current Stock Information - Current Price: $40.94 - Market Change: -4.01% - Volume: 46.522 million shares traded - 52-Week Range: $17.25 - $122.90 - Market Cap: $23.973 billion Recent Developments Earnings Report: SMCI's earnings report was released on February 11, 2025. This report is critical as it provides insights into the company's financial performance and future outlook. Market Response: The stock has seen a decline of 4.01% in the current trading session, indicating some negative market sentiment following the earnings announcement. Analyst Rating: The average analyst rating for SMCI is 2.8, which suggests a \"Hold\" position, indicating that analysts are cautious about the stock's short-ter","listText":"Here are the latest developments and outlook for Super Micro Computer, Inc. (SMCI) this week: Current Stock Information - Current Price: $40.94 - Market Change: -4.01% - Volume: 46.522 million shares traded - 52-Week Range: $17.25 - $122.90 - Market Cap: $23.973 billion Recent Developments Earnings Report: SMCI's earnings report was released on February 11, 2025. This report is critical as it provides insights into the company's financial performance and future outlook. Market Response: The stock has seen a decline of 4.01% in the current trading session, indicating some negative market sentiment following the earnings announcement. Analyst Rating: The average analyst rating for SMCI is 2.8, which suggests a \"Hold\" position, indicating that analysts are cautious about the stock's short-ter","text":"Here are the latest developments and outlook for Super Micro Computer, Inc. (SMCI) this week: Current Stock Information - Current Price: $40.94 - Market Change: -4.01% - Volume: 46.522 million shares traded - 52-Week Range: $17.25 - $122.90 - Market Cap: $23.973 billion Recent Developments Earnings Report: SMCI's earnings report was released on February 11, 2025. This report is critical as it provides insights into the company's financial performance and future outlook. Market Response: The stock has seen a decline of 4.01% in the current trading session, indicating some negative market sentiment following the earnings announcement. Analyst Rating: The average analyst rating for SMCI is 2.8, which suggests a \"Hold\" position, indicating that analysts are cautious about the stock's short-ter","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/402482980512200","isVote":1,"tweetType":1,"viewCount":2674,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":410179645100120,"gmtCreate":1741150971845,"gmtModify":1741242069436,"author":{"id":"10000000000011857","authorId":"10000000000011857","name":"WendyOneP","avatar":"https://community-static.tradeup.com/news/944c6100a507a27639d75b17f9e794c2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000011857","idStr":"10000000000011857"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$</a> <v-v data-views=\"1\"></v-v>SMCI’s wild swings raise concerns, but are risks truly mounting? Valuation remains high, and supply chain pressures could weigh on margins. However, AI server demand keeps growth strong, and institutional interest provides support. A pullback is possible, but long-term tailwinds remain intact. Watch for key levels before making a move.","listText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$</a> <v-v data-views=\"1\"></v-v>SMCI’s wild swings raise concerns, but are risks truly mounting? Valuation remains high, and supply chain pressures could weigh on margins. However, AI server demand keeps growth strong, and institutional interest provides support. A pullback is possible, but long-term tailwinds remain intact. Watch for key levels before making a move.","text":"$SUPER MICRO COMPUTER INC(SMCI)$ SMCI’s wild swings raise concerns, but are risks truly mounting? Valuation remains high, and supply chain pressures could weigh on margins. However, AI server demand keeps growth strong, and institutional interest provides support. A pullback is possible, but long-term tailwinds remain intact. Watch for key levels before making a move.","images":[{"img":"https://community-static.tradeup.com/news/ef541ed96d4f4f08889a25ab9481c797","width":"522","height":"517"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/410179645100120","isVote":1,"tweetType":1,"viewCount":1439,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":406060208271640,"gmtCreate":1740129503709,"gmtModify":1740131893792,"author":{"id":"3573537573574824","authorId":"3573537573574824","name":"gib88","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573537573574824","idStr":"3573537573574824"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$&nbsp;</a><v-v data-views=\"1\"></v-v> Revenue Growth and Profit Margins: Investors will closely examine SMCI’s revenue growth, particularly in its AI and data center segments. Any signs of slowing growth or margin compression could weigh on the stock. Guidance and Outlook: The 10-K may provide insights into management’s expectations for the coming year. Strong guidance could fuel a breakout, while cautious commentary might trigger a pullback. Supply Chain and Inventory Levels: SMCI’s ability to manage supply chain challenges and inventory levels will be critical. Any indications of bottlenecks or excess inventory could spook investors. Competitive Positioning: With increasing competition in the AI hardware space, SMCIs a","listText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$&nbsp;</a><v-v data-views=\"1\"></v-v> Revenue Growth and Profit Margins: Investors will closely examine SMCI’s revenue growth, particularly in its AI and data center segments. Any signs of slowing growth or margin compression could weigh on the stock. Guidance and Outlook: The 10-K may provide insights into management’s expectations for the coming year. Strong guidance could fuel a breakout, while cautious commentary might trigger a pullback. Supply Chain and Inventory Levels: SMCI’s ability to manage supply chain challenges and inventory levels will be critical. Any indications of bottlenecks or excess inventory could spook investors. Competitive Positioning: With increasing competition in the AI hardware space, SMCIs a","text":"$SUPER MICRO COMPUTER INC(SMCI)$ Revenue Growth and Profit Margins: Investors will closely examine SMCI’s revenue growth, particularly in its AI and data center segments. Any signs of slowing growth or margin compression could weigh on the stock. Guidance and Outlook: The 10-K may provide insights into management’s expectations for the coming year. Strong guidance could fuel a breakout, while cautious commentary might trigger a pullback. Supply Chain and Inventory Levels: SMCI’s ability to manage supply chain challenges and inventory levels will be critical. Any indications of bottlenecks or excess inventory could spook investors. Competitive Positioning: With increasing competition in the AI hardware space, SMCIs a","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/406060208271640","isVote":1,"tweetType":1,"viewCount":464,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":401134961557792,"gmtCreate":1738960652316,"gmtModify":1746704721701,"author":{"id":"4106871034809890","authorId":"4106871034809890","name":"Financial Freedom Fund","avatar":"https://community-static.tradeup.com/news/4590969a001ec03d6327d958f55ea7db","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4106871034809890","idStr":"4106871034809890"},"themes":[],"htmlText":"I opened 2221.0 share(s) <a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$&nbsp;</a> ,Buying in view of business update on 11 Feb and subsequent announcement - Supermicro Ramps Full Production of NVIDIA Blackwell Rack-Scale Solutions with NVIDIA HGX B200. Second batch of buying. First batch at ~$29 and&nbsp;sold at ~$33.&nbsp; What to expect for the business update on 11 Feb? 1. SMCI to likely update on Nasdaq outstanding filing progress. Date is primed&nbsp;exactly 2 weeks before the deadline. Failure to provide any updates with time ticking down would mean collapse in share price. The announcement arrested the fall. If SMCI sought another&nbsp;extension,&nbsp;expect SMCI's share price to fall hard. Market would view accounting issues deeper than expected and dishono","listText":"I opened 2221.0 share(s) <a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$&nbsp;</a> ,Buying in view of business update on 11 Feb and subsequent announcement - Supermicro Ramps Full Production of NVIDIA Blackwell Rack-Scale Solutions with NVIDIA HGX B200. Second batch of buying. First batch at ~$29 and&nbsp;sold at ~$33.&nbsp; What to expect for the business update on 11 Feb? 1. SMCI to likely update on Nasdaq outstanding filing progress. Date is primed&nbsp;exactly 2 weeks before the deadline. Failure to provide any updates with time ticking down would mean collapse in share price. The announcement arrested the fall. If SMCI sought another&nbsp;extension,&nbsp;expect SMCI's share price to fall hard. Market would view accounting issues deeper than expected and dishono","text":"I opened 2221.0 share(s) $SUPER MICRO COMPUTER INC(SMCI)$ ,Buying in view of business update on 11 Feb and subsequent announcement - Supermicro Ramps Full Production of NVIDIA Blackwell Rack-Scale Solutions with NVIDIA HGX B200. Second batch of buying. First batch at ~$29 and sold at ~$33. What to expect for the business update on 11 Feb? 1. SMCI to likely update on Nasdaq outstanding filing progress. Date is primed exactly 2 weeks before the deadline. Failure to provide any updates with time ticking down would mean collapse in share price. The announcement arrested the fall. If SMCI sought another extension, expect SMCI's share price to fall hard. Market would view accounting issues deeper than expected and dishono","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":153,"commentSize":2,"repostSize":85,"link":"https://ttm.financial/post/401134961557792","isVote":1,"tweetType":1,"viewCount":8664,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":405055210586168,"gmtCreate":1739911630436,"gmtModify":1739954402297,"author":{"id":"3564671343598487","authorId":"3564671343598487","name":"TGBboon","avatar":"https://static.tigerbbs.com/04ba866616367e4cdc06729fd1cff76e","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3564671343598487","idStr":"3564671343598487"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$ </a> patience is key! finally sold at a positive price!","listText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$ </a> patience is key! finally sold at a positive price!","text":"$SUPER MICRO COMPUTER INC(SMCI)$ patience is key! finally sold at a positive price!","images":[{"img":"https://community-static.tradeup.com/news/edce9971ff051d4b468ff4e5be2f4fbd","width":"912","height":"1419"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":108,"commentSize":16,"repostSize":678,"link":"https://ttm.financial/post/405055210586168","isVote":1,"tweetType":1,"viewCount":16964,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4195358770054372","authorId":"4195358770054372","name":"pittuArya","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"authorIdStr":"4195358770054372","idStr":"4195358770054372"},"content":"why you sold when the time has come to ride all the way to 150","text":"why you sold when the time has come to ride all the way to 150","html":"why you sold when the time has come to ride all the way to 150"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":405259437175272,"gmtCreate":1739978857517,"gmtModify":1739978861372,"author":{"id":"4118741166111582","authorId":"4118741166111582","name":"HENG8","avatar":"https://community-static.tradeup.com/news/254d7e288d5cd67341f23bbc19885d2a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4118741166111582","idStr":"4118741166111582"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Will 10-k be a turning point. Super micro scale-up Blackwell production. Q3 2025? bullish. \"Combined with exceptional product quality, service, software, networking, and security with data center building blocks, Supermicro will expand our leadership as the premier US-based data center infrastructure solution provider. We anticipate this technology transition sets a strong foundation for us now, resulting in FY25 revenue in the range of $23.5 billion to $25 billion, paving the way for $40 billion revenue in FY26.”&nbsp;after filed 10-K definitely going be a turning point.","listText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Will 10-k be a turning point. Super micro scale-up Blackwell production. Q3 2025? bullish. \"Combined with exceptional product quality, service, software, networking, and security with data center building blocks, Supermicro will expand our leadership as the premier US-based data center infrastructure solution provider. We anticipate this technology transition sets a strong foundation for us now, resulting in FY25 revenue in the range of $23.5 billion to $25 billion, paving the way for $40 billion revenue in FY26.”&nbsp;after filed 10-K definitely going be a turning point.","text":"$SUPER MICRO COMPUTER INC(SMCI)$ Will 10-k be a turning point. Super micro scale-up Blackwell production. Q3 2025? bullish. \"Combined with exceptional product quality, service, software, networking, and security with data center building blocks, Supermicro will expand our leadership as the premier US-based data center infrastructure solution provider. We anticipate this technology transition sets a strong foundation for us now, resulting in FY25 revenue in the range of $23.5 billion to $25 billion, paving the way for $40 billion revenue in FY26.” after filed 10-K definitely going be a turning point.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/405259437175272","isVote":1,"tweetType":1,"viewCount":916,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}]}