SMCI Joins Saudi AI Party! Chase or Sell at $50?

SMCI jumps 15% in premarket trading on Wednesday after the company announced a multi-year, $20 billion partnership with Saudi data center firm DataVolt. The agreement will see Supermicro deliver high-density GPU platforms and rack-scale liquid cooling systems to power DataVolt’s hyperscale AI campuses in Saudi Arabia and the United States. The deal is aimed at accelerating the adoption of sustainable, large-scale computing infrastructure.

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Spiders

05-16

SMCI Joins Saudi AI Party! Chase or Sell at $50?

Super Micro Computer Inc. (SMCI) is back in the spotlight, jumping 15% in premarket trading on Wednesday after announcing a $20 billion multi-year deal with Saudi-based data center firm DataVolt. Under the agreement, SMCI will supply high-density GPU platforms and liquid cooling systems to power massive AI campuses in Saudi Arabia and the U.S. This aligns with Saudi Arabia’s broader push into AI, backed by an aggressive digital infrastructure strategy. For SMCI, the deal boosts its status as a critical player in the global AI hardware race—especially in building scalable computing systems for hyperscale deployments. The scale of the deal is impressive—but the financial specifics are still vague. The $20 billion is spread over multiple years. We don’t yet know how how revenues will be recog

SMCI Joins Saudi AI Party! Chase or Sell at $50?

Aylin Demir

05-14

📈 Recent Trade Recap ｜ Standout Wins 💰 Our trading activity has been on fire lately — here’s a quick look at some of our most successful recent trades: 🔹 April 1 ✅ NMAX — +33.76% 🔼 🔹 April 2 ✅ CRWV — +11.00% 🔼 🔹 April 7 ✅ HMY — +13.67% 🔼 🔹 April 9 ✅ NUTX — +7.00% 🔼 🔹 April 14 ✅ SMCI — +15.67% 🔼 🔹 April 15 ✅ SVV — +15.32% 🔼 🔹 April 16 ✅ RGEN — +6.69% 🔼 🔹 April 21 ✅ CHA — +16.50% 🔼 🔹 April 23 ✅ CALX — +5.00% 🔼 🔹 April 24 ✅ SEZL — +19.00% 🔼 🔹 April 28 ✅ MSTR — +7.40% 🔼 🔹 April 29 ✅ HIMS — +23.40% 🔼 🔹May 6 ✅ TDUP — +20.00% 🔼 ✅ PONY — +36.30% 🔼 🔹May 8 ✅ DIS — +5.14% 🔼 ✅ QBTS — +21.65% 🔼 🔹 May 12 ✅ MKSI — +15.99% 🔼 ✅ IONQ — +17% 🔼 ✅ TPOR — +19% 🔼 ✅ HIMS — +24.38% 🔼 ✅ ORCL — +8.28% 🔼 ✅ TTD — +8.45% 🔼 ✅ APLD — +12% 🔼 ✅ PZZA — +7.35% 🔼 🔹 May 13 *✅ CARG — +6.33% 🔼 *✅ ROKU — +4.54% 🔼 *✅ HSAI — +10.09

yourcelesttyy

05-14

SMCI’s $20B Saudi Deal: Buy the AI Hype or Cash Out at $50? 🚀

Super Micro Computer ( $SUPER MICRO COMPUTER INC(SMCI)$ ) is stealing the spotlight with a massive $20 billion partnership with Saudi Arabia’s DataVolt, sending its stock soaring 15% in premarket trading. This multi-year deal positions SMCI as a key player in the global AI infrastructure boom, but with shares nearing $50, is it time to jump in or take profits? Let’s break down the deal, its impact, and whether SMCI is a screaming buy or a bubble ready to pop. 🔍 What’s Happening? SMCI has inked a landmark agreement with DataVolt, a Saudi data center firm, to supply high-density GPU platforms and rack-scale liquid cooling systems for hyperscale AI campuses in Saudi Arabia and the U.S. The $20 billion deal, announced during the Saudi-U.S. Investment

SMCI’s $20B Saudi Deal: Buy the AI Hype or Cash Out at $50? 🚀

KKLEE

05-14

$SUPER MICRO COMPUTER INC(SMCI)$ The buzz around artificial intelligence (AI) continues to surge, and now Super Micro Computer (SMCI) has joined the Saudi AI party. With Saudi Arabia heavily investing in technology and digital transformation, the Kingdom’s newfound focus on AI is creating massive opportunities for tech companies, and SMCI seems to be riding this wave. But as the stock hovers around the $50 mark, the pressing question for investors is clear: Is it time to chase the rally or sell into strength? Why Saudi Arabia Matters for SMCI Saudi Arabia’s Vision 2030 aims to reduce its dependency on oil by focusing on technology, digital infrastructure, and AI-driven solutions. The Kingdom has been pouring billion

Athena Spenser

05-14

$SUPER MICRO COMPUTER INC(SMCI)$ As I’m watching the pre market I can only imagine the huge pop once all the legit financial outlets release this great news. I’m hoping for 57 by the end of the week or early next week. Then 70 and above. This is a HUGE DEAL FOR SMCI.

yourcelesttyy

05-14

Stock Surge or Stumble? Unpacking Today’s Market Moves!

The stock market is buzzing on May 14, 2025, with a whirlwind of activity shaking up portfolios. The S&P 500 is clinging to a modest 0.08% gain year-to-date, but today’s action is stealing the spotlight. A tentative U.S.-China trade truce has sparked a rally, while tariff fears and Fed rate speculation keep traders on edge. From tech titans to small-cap darlings, let’s dive into the latest moves, spotlight the stocks to watch, and explore trading opportunities in this rollercoaster market. What’s Fueling Today’s Market? The big news? U.S. Treasury Secretary Scott Bessent and Trade Representative Jamieson Greer are jetting off to Geneva this weekend to kick off trade talks with China. This 90-day truce has lifted spirits, pushing the S&P 500 up 17% from its April 7 low, though it’s

Stock Surge or Stumble? Unpacking Today’s Market Moves!

sunshineboy

05-14

$SUPER MICRO COMPUTER INC(SMCI)$ Damn, SMCI went wild today. I love it! Threw the rest of my cash in, now go fill up my wallet baby!

DrinkBeer

05-14

$SUPER MICRO COMPUTER INC(SMCI)$ $SMCI getting Saudi Arabia server rack deal for the $NVDA Blackwell 18,000 chips ? If yes, 18,000 chips will send SMCI to the moon 🤗🤗🤑🤑🤭🤭

Dick Elinor

05-14

$SUPER MICRO COMPUTER INC(SMCI)$ SMCI has definitely shown it can rip once momentum kicks in — that Feb move from $28 to $66 was wild. If we’re seeing similar setup vibes now, then $88 by May 30th call doesn’t sound that far-fetched. The stock moves fast when it wants to, especially with all the AI and server tailwinds behind it. As long as volume confirms and broader sentiment stays risk-on, I’m not betting against that kind of upside. Let’s see if lightning strikes twice

Option_Movers

05-14

Option Movers | Super Micro Sees About 80% Call Options; Traders Bet on Tesla to Jump Another 5%

Market OverviewThe S&P 500 and the Nasdaq closed higher on Tuesday (May 13) for a second straight day after softer-than-expected inflation numbers added to investor optimism from Monday when the U.S. and China announced a trade truce.Regarding the options market, a total volume of 61,151,972 contracts was traded, up 6% from the previous trading day.Top 10 Option VolumesTop 10: $NVDA(NVDA)$, $TSLA(TSLA)$, $PLTR(PLTR)$, $VIX(VIX)$, $SMCI(SMCI)$, $COIN(COIN)$, $AMZN(AMZN)$,

Option Movers | Super Micro Sees About 80% Call Options; Traders Bet on Tesla to Jump Another 5%

Valerie Archibald

05-14

$SUPER MICRO COMPUTER INC(SMCI)$ Would love to see SMCI back where it belongs, all the game playing bashers shorts have got to be on pins and needles dreding the market open tomorrow. My guess major short sqeeze at the opening bell $46.90 could run to 50 or higher in my opinion. A company that is rolling in over 4 billion a quarter and trading in the 30s is ridiculous. End of week SMCI will be crowding $55.00 - $60.00 even that is cheap when realistic value should be around $85.00 to $95.00

Danielhoon

05-14

$SUPER MICRO COMPUTER INC(SMCI)$ @Vivienfyf win

WendyOneP

05-08

$SUPER MICRO COMPUTER INC(SMCI)$ Yes, SMCI has dropped significantly—but the long-term thesis hasn’t changed. Here's why I see this as a possible dip-buying chance:🖥️ Still a Core AI Infrastructure Play: SMCI powers the data centers behind AI growth. That demand isn’t disappearing.📦 Strong Backlog, Real Revenues: Unlike many “AI plays,” SMCI ships real product and is growing earnings.💰 Valuation Reset May Be Healthy: A pullback from overhyped levels could set the stage for a more sustainable rally.It’s painful now, but this may be a rare chance to enter a long-term AI winner at a discount—if you have the risk tolerance.

JimmyHua

05-08

$SUPER MICRO COMPUTER INC(SMCI)$ Super Micro Computer (SMCI) is plunging, and the pain might not be over. Here’s why I’d consider selling or reducing exposure:🔥 AI Hype Deflating: Much of SMCI’s rally was driven by speculative AI euphoria. Now reality is setting in.🧾 Valuation Still High: Despite the drop, forward P/E remains rich for a hardware company with lumpy margins.🧯 Volatility Is Extreme: This isn't just a correction—it's a sentiment shift. That can take quarters to stabilize.If you rode the wave up, now might be the time to lock in profits before losses deepen. Don't fight momentum in a falling market.

Kingsleyc

05-06

Good advice, I found it quite insightful, definitely a must read!

sakettekas

05-05

SMCI will fall till 28.5 this week. Comment- 06/05/25 at 00:51

Pigpen

04-30

No the industry will be under severe pressure for the foreseeable future. No magic bullets here.

Shyon

04-30

I have been closely following the recent developments in the semiconductor industry, particularly the news surrounding Super Micro Computer Inc. $SUPER MICRO COMPUTER INC(SMCI)$ and its implications for other players like Qualcomm. SMCI released preliminary results on Tuesday that fell well below what analysts had estimated, causing a sharp decline in its stock price by 15%. This significant drop has raised concerns across the sector, as it suggests broader challenges that might be affecting semiconductor companies during this earnings season. Additionally, NXP Semiconductors saw its shares decline due to worries about tariffs, and the announcement of their CEO, Kurt Sievers, stepping down only added to t

JimmyHua

04-30

$SUPER MICRO COMPUTER INC(SMCI)$ Supermicro’s poor results aren’t just a company-specific issue — they may reflect a broader softening in semiconductor demand. The AI-driven server boom is showing signs of saturation, and even market darlings like Nvidia are warning about inventory digestion.Qualcomm, while diversified, still relies heavily on consumer electronics — especially smartphones — where demand remains sluggish, particularly in China. The recovery in handset sales has been tepid, and while automotive and IoT are promising, they’re not yet large enough to offset macro headwinds.Moreover, global chip supply normalization means less pricing power and thinner margins. If end-market demand doesn’t rebound soon, Qualcomm may also disappoint.Con

WendyOneP

04-30

$SUPER MICRO COMPUTER INC(SMCI)$ Supermicro’s disappointing results may spook semiconductor investors, but it’s crucial to separate hyperscaler hardware from chip design leaders like Qualcomm. SMCI is heavily tied to server infrastructure demand — a sector that’s notoriously cyclical. Qualcomm, on the other hand, has diversified exposure across mobile, automotive, and IoT.Qualcomm’s recent partnerships in AI acceleration chips and automotive SoCs (system on chips) give it strategic insulation. Its Snapdragon platform is embedded across Android flagships, and as AI capabilities expand to edge devices, Qualcomm is positioned to benefit — even amid broader semi softness.Plus, the company has a strong balance sheet and is buying back shares, which add

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This multi-year deal positions SMCI as a key player in the global AI infrastructure boom, but with shares nearing $50, is it time to jump in or take profits? Let’s break down the deal, its impact, and whether SMCI is a screaming buy or a bubble ready to pop. 🔍 What’s Happening? SMCI has inked a landmark agreement with DataVolt, a Saudi data center firm, to supply high-density GPU platforms and rack-scale liquid cooling systems for hyperscale AI campuses in Saudi Arabia and the U.S. The $20 billion deal, announced during the Saudi-U.S. Investment","listText":"Super Micro Computer ( <a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$</a> ) is stealing the spotlight with a massive $20 billion partnership with Saudi Arabia’s DataVolt, sending its stock soaring 15% in premarket trading. This multi-year deal positions SMCI as a key player in the global AI infrastructure boom, but with shares nearing $50, is it time to jump in or take profits? Let’s break down the deal, its impact, and whether SMCI is a screaming buy or a bubble ready to pop. 🔍 What’s Happening? SMCI has inked a landmark agreement with DataVolt, a Saudi data center firm, to supply high-density GPU platforms and rack-scale liquid cooling systems for hyperscale AI campuses in Saudi Arabia and the U.S. The $20 billion deal, announced during the Saudi-U.S. Investment","text":"Super Micro Computer ( $SUPER MICRO COMPUTER INC(SMCI)$ ) is stealing the spotlight with a massive $20 billion partnership with Saudi Arabia’s DataVolt, sending its stock soaring 15% in premarket trading. This multi-year deal positions SMCI as a key player in the global AI infrastructure boom, but with shares nearing $50, is it time to jump in or take profits? Let’s break down the deal, its impact, and whether SMCI is a screaming buy or a bubble ready to pop. 🔍 What’s Happening? SMCI has inked a landmark agreement with DataVolt, a Saudi data center firm, to supply high-density GPU platforms and rack-scale liquid cooling systems for hyperscale AI campuses in Saudi Arabia and the U.S. The $20 billion deal, announced during the Saudi-U.S. Investment","images":[{"img":"https://community-static.tradeup.com/news/85a150fcd0250d1b6d52c59578d56050","width":"1580","height":"1180"},{"img":"https://community-static.tradeup.com/news/c85527bca38499a9db31b920f9c1ecf8","width":"1280","height":"853"},{"img":"https://community-static.tradeup.com/news/3878b3085a2088ac38a367bcbd8c156e","width":"1000","height":"667"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/435064540061784","isVote":1,"tweetType":1,"viewCount":1924,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010989","authorId":"10000000000010989","name":"Valerie Archibald","avatar":"https://static.tigerbbs.com/390bb094fc9bb64af7414f37cde534ff","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010989","authorIdStr":"10000000000010989"},"content":"will be $49, after news release on AI then $56 higher , will be $90 last year, it may","text":"will be $49, after news release on AI then $56 higher , will be $90 last year, it may","html":"will be $49, after news release on AI then $56 higher , will be $90 last year, it may"}],"imageCount":7,"langContent":"EN","totalScore":0},{"id":435043048346368,"gmtCreate":1747230069029,"gmtModify":1747279437177,"author":{"id":"4121482349085112","authorId":"4121482349085112","name":"KKLEE","avatar":"https://community-static.tradeup.com/news/9cd26c37fb357178b3bab615cfeafdf2","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4121482349085112","authorIdStr":"4121482349085112"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$&nbsp;</a><v-v data-views=\"1\"></v-v> The buzz around artificial intelligence (AI) continues to surge, and now Super Micro Computer (SMCI) has joined the Saudi AI party. With Saudi Arabia heavily investing in technology and digital transformation, the Kingdom’s newfound focus on AI is creating massive opportunities for tech companies, and SMCI seems to be riding this wave. But as the stock hovers around the $50 mark, the pressing question for investors is clear: Is it time to chase the rally or sell into strength? Why Saudi Arabia Matters for SMCI Saudi Arabia’s Vision 2030 aims to reduce its dependency on oil by focusing on technology, digital infrastructure, and AI-driven solutions. The Kingdom has been pouring billion","listText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$&nbsp;</a><v-v data-views=\"1\"></v-v> The buzz around artificial intelligence (AI) continues to surge, and now Super Micro Computer (SMCI) has joined the Saudi AI party. With Saudi Arabia heavily investing in technology and digital transformation, the Kingdom’s newfound focus on AI is creating massive opportunities for tech companies, and SMCI seems to be riding this wave. But as the stock hovers around the $50 mark, the pressing question for investors is clear: Is it time to chase the rally or sell into strength? Why Saudi Arabia Matters for SMCI Saudi Arabia’s Vision 2030 aims to reduce its dependency on oil by focusing on technology, digital infrastructure, and AI-driven solutions. The Kingdom has been pouring billion","text":"$SUPER MICRO COMPUTER INC(SMCI)$ The buzz around artificial intelligence (AI) continues to surge, and now Super Micro Computer (SMCI) has joined the Saudi AI party. With Saudi Arabia heavily investing in technology and digital transformation, the Kingdom’s newfound focus on AI is creating massive opportunities for tech companies, and SMCI seems to be riding this wave. But as the stock hovers around the $50 mark, the pressing question for investors is clear: Is it time to chase the rally or sell into strength? Why Saudi Arabia Matters for SMCI Saudi Arabia’s Vision 2030 aims to reduce its dependency on oil by focusing on technology, digital infrastructure, and AI-driven solutions. The Kingdom has been pouring billion","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/435043048346368","isVote":1,"tweetType":1,"viewCount":1011,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":435065751654536,"gmtCreate":1747222144339,"gmtModify":1747222885867,"author":{"id":"10000000000011023","authorId":"10000000000011023","name":"Athena Spenser","avatar":"https://static.tigerbbs.com/79994bc77de771ec5e7fabc95b9d921d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000011023","authorIdStr":"10000000000011023"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$</a> <v-v data-views=\"1\"></v-v>As I’m watching the pre market I can only imagine the huge pop once all the legit financial outlets release this great news. I’m hoping for 57 by the end of the week or early next week. Then 70 and above. This is a HUGE DEAL FOR SMCI.","listText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$</a> <v-v data-views=\"1\"></v-v>As I’m watching the pre market I can only imagine the huge pop once all the legit financial outlets release this great news. I’m hoping for 57 by the end of the week or early next week. Then 70 and above. This is a HUGE DEAL FOR SMCI.","text":"$SUPER MICRO COMPUTER INC(SMCI)$ As I’m watching the pre market I can only imagine the huge pop once all the legit financial outlets release this great news. I’m hoping for 57 by the end of the week or early next week. Then 70 and above. This is a HUGE DEAL FOR SMCI.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":29,"commentSize":3,"repostSize":192,"link":"https://ttm.financial/post/435065751654536","isVote":1,"tweetType":1,"viewCount":5726,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4130740688024952","authorId":"4130740688024952","name":"Growl Meow","avatar":"https://community-static.tradeup.com/news/3ea7e2ec73f6e62af46591bd85d47200","crmLevel":5,"crmLevelSwitch":1,"idStr":"4130740688024952","authorIdStr":"4130740688024952"},"content":"This is the nudge it needed - I share those levels.","text":"This is the nudge it needed - I share those levels.","html":"This is the nudge it needed - I share those levels."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":434988476399864,"gmtCreate":1747217186740,"gmtModify":1747222885967,"author":{"id":"4145797693007212","authorId":"4145797693007212","name":"yourcelesttyy","avatar":"https://community-static.tradeup.com/news/3caa9d5789492882d6046e8664eddcf1","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4145797693007212","authorIdStr":"4145797693007212"},"themes":[],"title":"Stock Surge or Stumble? Unpacking Today’s Market Moves!","htmlText":"The stock market is buzzing on May 14, 2025, with a whirlwind of activity shaking up portfolios. The S&amp;P 500 is clinging to a modest 0.08% gain year-to-date, but today’s action is stealing the spotlight. A tentative U.S.-China trade truce has sparked a rally, while tariff fears and Fed rate speculation keep traders on edge. From tech titans to small-cap darlings, let’s dive into the latest moves, spotlight the stocks to watch, and explore trading opportunities in this rollercoaster market. What’s Fueling Today’s Market? The big news? U.S. Treasury Secretary Scott Bessent and Trade Representative Jamieson Greer are jetting off to Geneva this weekend to kick off trade talks with China. This 90-day truce has lifted spirits, pushing the S&amp;P 500 up 17% from its April 7 low, though it’s","listText":"The stock market is buzzing on May 14, 2025, with a whirlwind of activity shaking up portfolios. The S&amp;P 500 is clinging to a modest 0.08% gain year-to-date, but today’s action is stealing the spotlight. A tentative U.S.-China trade truce has sparked a rally, while tariff fears and Fed rate speculation keep traders on edge. From tech titans to small-cap darlings, let’s dive into the latest moves, spotlight the stocks to watch, and explore trading opportunities in this rollercoaster market. What’s Fueling Today’s Market? The big news? U.S. Treasury Secretary Scott Bessent and Trade Representative Jamieson Greer are jetting off to Geneva this weekend to kick off trade talks with China. This 90-day truce has lifted spirits, pushing the S&amp;P 500 up 17% from its April 7 low, though it’s","text":"The stock market is buzzing on May 14, 2025, with a whirlwind of activity shaking up portfolios. The S&P 500 is clinging to a modest 0.08% gain year-to-date, but today’s action is stealing the spotlight. A tentative U.S.-China trade truce has sparked a rally, while tariff fears and Fed rate speculation keep traders on edge. From tech titans to small-cap darlings, let’s dive into the latest moves, spotlight the stocks to watch, and explore trading opportunities in this rollercoaster market. What’s Fueling Today’s Market? The big news? U.S. Treasury Secretary Scott Bessent and Trade Representative Jamieson Greer are jetting off to Geneva this weekend to kick off trade talks with China. This 90-day truce has lifted spirits, pushing the S&P 500 up 17% from its April 7 low, though it’s","images":[{"img":"https://community-static.tradeup.com/news/432784299b27125184c649632760bdfb","width":"600","height":"450"},{"img":"https://community-static.tradeup.com/news/cb59cc174d2c370776421fc7985d8f31","width":"750","height":"406"},{"img":"https://community-static.tradeup.com/news/8dcda3760c57d1a6e3c59b84c351fc8f","width":"1200","height":"900"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":49,"commentSize":1,"repostSize":3,"link":"https://ttm.financial/post/434988476399864","isVote":1,"tweetType":1,"viewCount":786,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":7,"langContent":"EN","totalScore":0},{"id":435004209025160,"gmtCreate":1747207119282,"gmtModify":1747222886140,"author":{"id":"3479274799087381","authorId":"3479274799087381","name":"sunshineboy","avatar":"https://static.tigerbbs.com/288a954613733fd61b9f74bb255f34f4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3479274799087381","authorIdStr":"3479274799087381"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$</a> Damn, SMCI went wild today. I love it! Threw the rest of my cash in, now go fill up my wallet baby!","listText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$</a> Damn, SMCI went wild today. I love it! Threw the rest of my cash in, now go fill up my wallet baby!","text":"$SUPER MICRO COMPUTER INC(SMCI)$ Damn, SMCI went wild today. I love it! Threw the rest of my cash in, now go fill up my wallet baby!","images":[{"img":"https://community-static.tradeup.com/news/b90c631e475bf0a2d3d31cda9c658098","width":"767","height":"1280"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":10,"link":"https://ttm.financial/post/435004209025160","isVote":1,"tweetType":1,"viewCount":1769,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":434945124053640,"gmtCreate":1747206242883,"gmtModify":1747222886221,"author":{"id":"3581675463941948","authorId":"3581675463941948","name":"DrinkBeer","avatar":"https://static.tigerbbs.com/7d852d54fd8405f0638a1c4e4872e54a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581675463941948","authorIdStr":"3581675463941948"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$&nbsp;</a> $SMCI getting Saudi Arabia server rack deal for the $NVDA Blackwell 18,000 chips ? If yes, 18,000 chips will send SMCI to the moon 🤗🤗🤑🤑🤭🤭","listText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$&nbsp;</a> $SMCI getting Saudi Arabia server rack deal for the $NVDA Blackwell 18,000 chips ? If yes, 18,000 chips will send SMCI to the moon 🤗🤗🤑🤑🤭🤭","text":"$SUPER MICRO COMPUTER INC(SMCI)$ $SMCI getting Saudi Arabia server rack deal for the $NVDA Blackwell 18,000 chips ? If yes, 18,000 chips will send SMCI to the moon 🤗🤗🤑🤑🤭🤭","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":8,"link":"https://ttm.financial/post/434945124053640","isVote":1,"tweetType":1,"viewCount":1289,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":434993117847624,"gmtCreate":1747204338741,"gmtModify":1747222886423,"author":{"id":"10000000000010982","authorId":"10000000000010982","name":"Dick Elinor","avatar":"https://static.tigerbbs.com/fb48733f77d50133639e148b840f87ae","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010982","authorIdStr":"10000000000010982"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$</a> <v-v data-views=\"1\"></v-v> SMCI has definitely shown it can rip once momentum kicks in — that Feb move from $28 to $66 was wild. If we’re seeing similar setup vibes now, then $88 by May 30th call doesn’t sound that far-fetched. The stock moves fast when it wants to, especially with all the AI and server tailwinds behind it. As long as volume confirms and broader sentiment stays risk-on, I’m not betting against that kind of upside. Let’s see if lightning strikes twice","listText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$</a> <v-v data-views=\"1\"></v-v> SMCI has definitely shown it can rip once momentum kicks in — that Feb move from $28 to $66 was wild. If we’re seeing similar setup vibes now, then $88 by May 30th call doesn’t sound that far-fetched. The stock moves fast when it wants to, especially with all the AI and server tailwinds behind it. As long as volume confirms and broader sentiment stays risk-on, I’m not betting against that kind of upside. Let’s see if lightning strikes twice","text":"$SUPER MICRO COMPUTER INC(SMCI)$ SMCI has definitely shown it can rip once momentum kicks in — that Feb move from $28 to $66 was wild. If we’re seeing similar setup vibes now, then $88 by May 30th call doesn’t sound that far-fetched. The stock moves fast when it wants to, especially with all the AI and server tailwinds behind it. As long as volume confirms and broader sentiment stays risk-on, I’m not betting against that kind of upside. Let’s see if lightning strikes twice","images":[{"img":"https://community-static.tradeup.com/news/caac6e44b1c62a57ecba5d4c22fd08f9","width":"673","height":"619"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/434993117847624","isVote":1,"tweetType":1,"viewCount":875,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":434978261028936,"gmtCreate":1747200711588,"gmtModify":1747222886547,"author":{"id":"3527667647532483","authorId":"3527667647532483","name":"Option_Movers","avatar":"https://community-static.tradeup.com/news/165a4ccff157a147c5c40d359f9dc408","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667647532483","authorIdStr":"3527667647532483"},"themes":[],"title":"Option Movers | Super Micro Sees About 80% Call Options; Traders Bet on Tesla to Jump Another 5%","htmlText":"Market OverviewThe S&amp;P 500 and the Nasdaq closed higher on Tuesday (May 13) for a second straight day after softer-than-expected inflation numbers added to investor optimism from Monday when the U.S. and China announced a trade truce.Regarding the options market, a total volume of 61,151,972 contracts was traded, up 6% from the previous trading day.Top 10 Option VolumesTop 10: <a href=\"https://ttm.financial/S/NVDA\">$NVDA(NVDA)$</a>, <a href=\"https://ttm.financial/S/TSLA\">$TSLA(TSLA)$</a>, <a href=\"https://ttm.financial/S/PLTR\">$PLTR(PLTR)$</a>, <a href=\"https://ttm.financial/S/VIX\">$VIX(VIX)$</a>, <a href=\"https://ttm.financial/S/SMCI\">$SMCI(SMCI)$</a>, <a href=\"https://ttm.financial/S/COIN\">$COIN(COIN)$</a>, <a href=\"https://ttm.financial/S/AMZN\">$AMZN(AMZN)$</a>,","listText":"Market OverviewThe S&amp;P 500 and the Nasdaq closed higher on Tuesday (May 13) for a second straight day after softer-than-expected inflation numbers added to investor optimism from Monday when the U.S. and China announced a trade truce.Regarding the options market, a total volume of 61,151,972 contracts was traded, up 6% from the previous trading day.Top 10 Option VolumesTop 10: <a href=\"https://ttm.financial/S/NVDA\">$NVDA(NVDA)$</a>, <a href=\"https://ttm.financial/S/TSLA\">$TSLA(TSLA)$</a>, <a href=\"https://ttm.financial/S/PLTR\">$PLTR(PLTR)$</a>, <a href=\"https://ttm.financial/S/VIX\">$VIX(VIX)$</a>, <a href=\"https://ttm.financial/S/SMCI\">$SMCI(SMCI)$</a>, <a href=\"https://ttm.financial/S/COIN\">$COIN(COIN)$</a>, <a href=\"https://ttm.financial/S/AMZN\">$AMZN(AMZN)$</a>,","text":"Market OverviewThe S&P 500 and the Nasdaq closed higher on Tuesday (May 13) for a second straight day after softer-than-expected inflation numbers added to investor optimism from Monday when the U.S. and China announced a trade truce.Regarding the options market, a total volume of 61,151,972 contracts was traded, up 6% from the previous trading day.Top 10 Option VolumesTop 10: $NVDA(NVDA)$, $TSLA(TSLA)$, $PLTR(PLTR)$, $VIX(VIX)$, $SMCI(SMCI)$, $COIN(COIN)$, $AMZN(AMZN)$,","images":[{"img":"https://community-static.tradeup.com/news/922a522f7047aff6d3d2a58b7f158478","width":"1279","height":"2291"},{"img":"https://community-static.tradeup.com/news/a6f62cbe9e25672b241af6952fefdd99","width":"1800","height":"522"},{"img":"https://community-static.tradeup.com/news/7197741fdff5ac2d915496b800574182","width":"1225","height":"613"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":67,"commentSize":0,"repostSize":22,"link":"https://ttm.financial/post/434978261028936","isVote":1,"tweetType":1,"viewCount":1570,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},{"id":434974553338008,"gmtCreate":1747199722468,"gmtModify":1747222886646,"author":{"id":"10000000000010989","authorId":"10000000000010989","name":"Valerie Archibald","avatar":"https://static.tigerbbs.com/390bb094fc9bb64af7414f37cde534ff","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010989","authorIdStr":"10000000000010989"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$</a> <v-v data-views=\"1\"></v-v> Would love to see SMCI back where it belongs, all the game playing bashers shorts have got to be on pins and needles dreding the market open tomorrow. My guess major short sqeeze at the opening bell $46.90 could run to 50 or higher in my opinion. A company that is rolling in over 4 billion a quarter and trading in the 30s is ridiculous. End of week SMCI will be crowding $55.00 - $60.00 even that is cheap when realistic value should be around $85.00 to $95.00","listText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$</a> <v-v data-views=\"1\"></v-v> Would love to see SMCI back where it belongs, all the game playing bashers shorts have got to be on pins and needles dreding the market open tomorrow. My guess major short sqeeze at the opening bell $46.90 could run to 50 or higher in my opinion. A company that is rolling in over 4 billion a quarter and trading in the 30s is ridiculous. End of week SMCI will be crowding $55.00 - $60.00 even that is cheap when realistic value should be around $85.00 to $95.00","text":"$SUPER MICRO COMPUTER INC(SMCI)$ Would love to see SMCI back where it belongs, all the game playing bashers shorts have got to be on pins and needles dreding the market open tomorrow. My guess major short sqeeze at the opening bell $46.90 could run to 50 or higher in my opinion. A company that is rolling in over 4 billion a quarter and trading in the 30s is ridiculous. End of week SMCI will be crowding $55.00 - $60.00 even that is cheap when realistic value should be around $85.00 to $95.00","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/434974553338008","isVote":1,"tweetType":1,"viewCount":1001,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":434917610705160,"gmtCreate":1747197746636,"gmtModify":1747222886735,"author":{"id":"3573704556931325","authorId":"3573704556931325","name":"Danielhoon","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573704556931325","authorIdStr":"3573704556931325"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$&nbsp;</a> <a href=\"https://ttm.financial/U/3581728426655212\">@Vivienfyf</a> win","listText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$&nbsp;</a> <a href=\"https://ttm.financial/U/3581728426655212\">@Vivienfyf</a> win","text":"$SUPER MICRO COMPUTER INC(SMCI)$ @Vivienfyf win","images":[{"img":"https://community-static.tradeup.com/news/49de6edda571750579171cc3bb2fd1bb","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/434917610705160","isVote":1,"tweetType":1,"viewCount":501,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":432839167619224,"gmtCreate":1746678388064,"gmtModify":1746681029865,"author":{"id":"10000000000011857","authorId":"10000000000011857","name":"WendyOneP","avatar":"https://community-static.tradeup.com/news/944c6100a507a27639d75b17f9e794c2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000011857","authorIdStr":"10000000000011857"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$</a> Yes, SMCI has dropped significantly—but the long-term thesis hasn’t changed. Here's why I see this as a possible dip-buying chance:🖥️ Still a Core AI Infrastructure Play: SMCI powers the data centers behind AI growth. That demand isn’t disappearing.📦 Strong Backlog, Real Revenues: Unlike many “AI plays,” SMCI ships real product and is growing earnings.💰 Valuation Reset May Be Healthy: A pullback from overhyped levels could set the stage for a more sustainable rally.It’s painful now, but this may be a rare chance to enter a long-term AI winner at a discount—if you have the risk tolerance.","listText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$</a> Yes, SMCI has dropped significantly—but the long-term thesis hasn’t changed. Here's why I see this as a possible dip-buying chance:🖥️ Still a Core AI Infrastructure Play: SMCI powers the data centers behind AI growth. That demand isn’t disappearing.📦 Strong Backlog, Real Revenues: Unlike many “AI plays,” SMCI ships real product and is growing earnings.💰 Valuation Reset May Be Healthy: A pullback from overhyped levels could set the stage for a more sustainable rally.It’s painful now, but this may be a rare chance to enter a long-term AI winner at a discount—if you have the risk tolerance.","text":"$SUPER MICRO COMPUTER INC(SMCI)$ Yes, SMCI has dropped significantly—but the long-term thesis hasn’t changed. Here's why I see this as a possible dip-buying chance:🖥️ Still a Core AI Infrastructure Play: SMCI powers the data centers behind AI growth. That demand isn’t disappearing.📦 Strong Backlog, Real Revenues: Unlike many “AI plays,” SMCI ships real product and is growing earnings.💰 Valuation Reset May Be Healthy: A pullback from overhyped levels could set the stage for a more sustainable rally.It’s painful now, but this may be a rare chance to enter a long-term AI winner at a discount—if you have the risk tolerance.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/432839167619224","isVote":1,"tweetType":1,"viewCount":736,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":432838422089864,"gmtCreate":1746678362707,"gmtModify":1746681003244,"author":{"id":"10000000000011856","authorId":"10000000000011856","name":"JimmyHua","avatar":"https://community-static.tradeup.com/news/7f17d426377c791ac5cdfef91fbf8408","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000011856","authorIdStr":"10000000000011856"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$</a> Super Micro Computer (SMCI) is plunging, and the pain might not be over. Here’s why I’d consider selling or reducing exposure:🔥 AI Hype Deflating: Much of SMCI’s rally was driven by speculative AI euphoria. Now reality is setting in.🧾 Valuation Still High: Despite the drop, forward P/E remains rich for a hardware company with lumpy margins.🧯 Volatility Is Extreme: This isn't just a correction—it's a sentiment shift. That can take quarters to stabilize.If you rode the wave up, now might be the time to lock in profits before losses deepen. Don't fight momentum in a falling market.","listText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$</a> Super Micro Computer (SMCI) is plunging, and the pain might not be over. Here’s why I’d consider selling or reducing exposure:🔥 AI Hype Deflating: Much of SMCI’s rally was driven by speculative AI euphoria. Now reality is setting in.🧾 Valuation Still High: Despite the drop, forward P/E remains rich for a hardware company with lumpy margins.🧯 Volatility Is Extreme: This isn't just a correction—it's a sentiment shift. That can take quarters to stabilize.If you rode the wave up, now might be the time to lock in profits before losses deepen. Don't fight momentum in a falling market.","text":"$SUPER MICRO COMPUTER INC(SMCI)$ Super Micro Computer (SMCI) is plunging, and the pain might not be over. Here’s why I’d consider selling or reducing exposure:🔥 AI Hype Deflating: Much of SMCI’s rally was driven by speculative AI euphoria. Now reality is setting in.🧾 Valuation Still High: Despite the drop, forward P/E remains rich for a hardware company with lumpy margins.🧯 Volatility Is Extreme: This isn't just a correction—it's a sentiment shift. That can take quarters to stabilize.If you rode the wave up, now might be the time to lock in profits before losses deepen. Don't fight momentum in a falling market.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/432838422089864","isVote":1,"tweetType":1,"viewCount":633,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":432069578223920,"gmtCreate":1746509207063,"gmtModify":1746510606104,"author":{"id":"4209528764287352","authorId":"4209528764287352","name":"Kingsleyc","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4209528764287352","authorIdStr":"4209528764287352"},"themes":[],"htmlText":"Good advice, I found it quite insightful, definitely a must read!","listText":"Good advice, I found it quite insightful, definitely a must read!","text":"Good advice, I found it quite insightful, definitely a must read!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/432069578223920","isVote":1,"tweetType":1,"viewCount":321,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":431884253823856,"gmtCreate":1746463886231,"gmtModify":1746463890272,"author":{"id":"4121086251680372","authorId":"4121086251680372","name":"sakettekas","avatar":"https://community-static.tradeup.com/news/a5deb584743ace95ce0ca6cbf4a2df61","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4121086251680372","authorIdStr":"4121086251680372"},"themes":[],"htmlText":"SMCI will fall till 28.5 this week.&nbsp; Comment- 06/05/25 at 00:51","listText":"SMCI will fall till 28.5 this week.&nbsp; Comment- 06/05/25 at 00:51","text":"SMCI will fall till 28.5 this week. Comment- 06/05/25 at 00:51","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/431884253823856","isVote":1,"tweetType":1,"viewCount":570,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":430080446484744,"gmtCreate":1746023145558,"gmtModify":1746023339556,"author":{"id":"4195907601996712","authorId":"4195907601996712","name":"Pigpen","avatar":"https://community-static.tradeup.com/news/158e2489fdd747ff9750aa1cb2494abe","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4195907601996712","authorIdStr":"4195907601996712"},"themes":[],"htmlText":"No the industry will be under severe pressure for the foreseeable future. No magic bullets here.&nbsp;","listText":"No the industry will be under severe pressure for the foreseeable future. No magic bullets here.&nbsp;","text":"No the industry will be under severe pressure for the foreseeable future. No magic bullets here.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/430080446484744","isVote":1,"tweetType":1,"viewCount":434,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":430024416436432,"gmtCreate":1746009568887,"gmtModify":1746018132462,"author":{"id":"3581734406950755","authorId":"3581734406950755","name":"Shyon","avatar":"https://static.tigerbbs.com/2a3423cbda71d7a89cd2f2f2d6744330","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581734406950755","authorIdStr":"3581734406950755"},"themes":[],"htmlText":"I have been closely following the recent developments in the semiconductor industry, particularly the news surrounding Super Micro Computer Inc.&nbsp;<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp; and its implications for other players like Qualcomm. SMCI released preliminary results on Tuesday that fell well below what analysts had estimated, causing a sharp decline in its stock price by 15%. This significant drop has raised concerns across the sector, as it suggests broader challenges that might be affecting semiconductor companies during this earnings season. Additionally, NXP Semiconductors saw its shares decline due to worries about tariffs, and the announcement of their CEO, Kurt Sievers, stepping down only added to t","listText":"I have been closely following the recent developments in the semiconductor industry, particularly the news surrounding Super Micro Computer Inc.&nbsp;<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp; and its implications for other players like Qualcomm. SMCI released preliminary results on Tuesday that fell well below what analysts had estimated, causing a sharp decline in its stock price by 15%. This significant drop has raised concerns across the sector, as it suggests broader challenges that might be affecting semiconductor companies during this earnings season. Additionally, NXP Semiconductors saw its shares decline due to worries about tariffs, and the announcement of their CEO, Kurt Sievers, stepping down only added to t","text":"I have been closely following the recent developments in the semiconductor industry, particularly the news surrounding Super Micro Computer Inc. $SUPER MICRO COMPUTER INC(SMCI)$ and its implications for other players like Qualcomm. SMCI released preliminary results on Tuesday that fell well below what analysts had estimated, causing a sharp decline in its stock price by 15%. This significant drop has raised concerns across the sector, as it suggests broader challenges that might be affecting semiconductor companies during this earnings season. Additionally, NXP Semiconductors saw its shares decline due to worries about tariffs, and the announcement of their CEO, Kurt Sievers, stepping down only added to t","images":[{"img":"https://community-static.tradeup.com/news/367eb90346012dc12b8915d58f5beb9f","width":"751","height":"378"},{"img":"https://community-static.tradeup.com/news/30668f27eadcbe34bcdb1ef019c0630c","width":"994","height":"666"},{"img":"https://community-static.tradeup.com/news/36b97460b624bdeec1cce125824ec4df","width":"546","height":"673"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1376,"commentSize":0,"repostSize":79,"link":"https://ttm.financial/post/430024416436432","isVote":1,"tweetType":1,"viewCount":3238,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},{"id":429917469122640,"gmtCreate":1745991594560,"gmtModify":1745992544282,"author":{"id":"10000000000011856","authorId":"10000000000011856","name":"JimmyHua","avatar":"https://community-static.tradeup.com/news/7f17d426377c791ac5cdfef91fbf8408","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000011856","authorIdStr":"10000000000011856"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$</a> Supermicro’s poor results aren’t just a company-specific issue — they may reflect a broader softening in semiconductor demand. The AI-driven server boom is showing signs of saturation, and even market darlings like Nvidia are warning about inventory digestion.Qualcomm, while diversified, still relies heavily on consumer electronics — especially smartphones — where demand remains sluggish, particularly in China. The recovery in handset sales has been tepid, and while automotive and IoT are promising, they’re not yet large enough to offset macro headwinds.Moreover, global chip supply normalization means less pricing power and thinner margins. If end-market demand doesn’t rebound soon, Qualcomm may also disappoint.Con","listText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$</a> Supermicro’s poor results aren’t just a company-specific issue — they may reflect a broader softening in semiconductor demand. The AI-driven server boom is showing signs of saturation, and even market darlings like Nvidia are warning about inventory digestion.Qualcomm, while diversified, still relies heavily on consumer electronics — especially smartphones — where demand remains sluggish, particularly in China. The recovery in handset sales has been tepid, and while automotive and IoT are promising, they’re not yet large enough to offset macro headwinds.Moreover, global chip supply normalization means less pricing power and thinner margins. If end-market demand doesn’t rebound soon, Qualcomm may also disappoint.Con","text":"$SUPER MICRO COMPUTER INC(SMCI)$ Supermicro’s poor results aren’t just a company-specific issue — they may reflect a broader softening in semiconductor demand. The AI-driven server boom is showing signs of saturation, and even market darlings like Nvidia are warning about inventory digestion.Qualcomm, while diversified, still relies heavily on consumer electronics — especially smartphones — where demand remains sluggish, particularly in China. The recovery in handset sales has been tepid, and while automotive and IoT are promising, they’re not yet large enough to offset macro headwinds.Moreover, global chip supply normalization means less pricing power and thinner margins. If end-market demand doesn’t rebound soon, Qualcomm may also disappoint.Con","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":1,"link":"https://ttm.financial/post/429917469122640","isVote":1,"tweetType":1,"viewCount":1486,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":429916979953800,"gmtCreate":1745991567923,"gmtModify":1745991572312,"author":{"id":"10000000000011857","authorId":"10000000000011857","name":"WendyOneP","avatar":"https://community-static.tradeup.com/news/944c6100a507a27639d75b17f9e794c2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000011857","authorIdStr":"10000000000011857"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$</a> Supermicro’s disappointing results may spook semiconductor investors, but it’s crucial to separate hyperscaler hardware from chip design leaders like Qualcomm. SMCI is heavily tied to server infrastructure demand — a sector that’s notoriously cyclical. Qualcomm, on the other hand, has diversified exposure across mobile, automotive, and IoT.Qualcomm’s recent partnerships in AI acceleration chips and automotive SoCs (system on chips) give it strategic insulation. Its Snapdragon platform is embedded across Android flagships, and as AI capabilities expand to edge devices, Qualcomm is positioned to benefit — even amid broader semi softness.Plus, the company has a strong balance sheet and is buying back shares, which add","listText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$</a> Supermicro’s disappointing results may spook semiconductor investors, but it’s crucial to separate hyperscaler hardware from chip design leaders like Qualcomm. SMCI is heavily tied to server infrastructure demand — a sector that’s notoriously cyclical. Qualcomm, on the other hand, has diversified exposure across mobile, automotive, and IoT.Qualcomm’s recent partnerships in AI acceleration chips and automotive SoCs (system on chips) give it strategic insulation. Its Snapdragon platform is embedded across Android flagships, and as AI capabilities expand to edge devices, Qualcomm is positioned to benefit — even amid broader semi softness.Plus, the company has a strong balance sheet and is buying back shares, which add","text":"$SUPER MICRO COMPUTER INC(SMCI)$ Supermicro’s disappointing results may spook semiconductor investors, but it’s crucial to separate hyperscaler hardware from chip design leaders like Qualcomm. SMCI is heavily tied to server infrastructure demand — a sector that’s notoriously cyclical. Qualcomm, on the other hand, has diversified exposure across mobile, automotive, and IoT.Qualcomm’s recent partnerships in AI acceleration chips and automotive SoCs (system on chips) give it strategic insulation. Its Snapdragon platform is embedded across Android flagships, and as AI capabilities expand to edge devices, Qualcomm is positioned to benefit — even amid broader semi softness.Plus, the company has a strong balance sheet and is buying back shares, which add","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/429916979953800","isVote":1,"tweetType":1,"viewCount":957,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"essenList":[{"id":434988476399864,"gmtCreate":1747217186740,"gmtModify":1747222885967,"author":{"id":"4145797693007212","authorId":"4145797693007212","name":"yourcelesttyy","avatar":"https://community-static.tradeup.com/news/3caa9d5789492882d6046e8664eddcf1","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4145797693007212","authorIdStr":"4145797693007212"},"themes":[],"title":"Stock Surge or Stumble? Unpacking Today’s Market Moves!","htmlText":"The stock market is buzzing on May 14, 2025, with a whirlwind of activity shaking up portfolios. The S&amp;P 500 is clinging to a modest 0.08% gain year-to-date, but today’s action is stealing the spotlight. A tentative U.S.-China trade truce has sparked a rally, while tariff fears and Fed rate speculation keep traders on edge. From tech titans to small-cap darlings, let’s dive into the latest moves, spotlight the stocks to watch, and explore trading opportunities in this rollercoaster market. What’s Fueling Today’s Market? The big news? U.S. Treasury Secretary Scott Bessent and Trade Representative Jamieson Greer are jetting off to Geneva this weekend to kick off trade talks with China. This 90-day truce has lifted spirits, pushing the S&amp;P 500 up 17% from its April 7 low, though it’s","listText":"The stock market is buzzing on May 14, 2025, with a whirlwind of activity shaking up portfolios. The S&amp;P 500 is clinging to a modest 0.08% gain year-to-date, but today’s action is stealing the spotlight. A tentative U.S.-China trade truce has sparked a rally, while tariff fears and Fed rate speculation keep traders on edge. From tech titans to small-cap darlings, let’s dive into the latest moves, spotlight the stocks to watch, and explore trading opportunities in this rollercoaster market. What’s Fueling Today’s Market? The big news? U.S. Treasury Secretary Scott Bessent and Trade Representative Jamieson Greer are jetting off to Geneva this weekend to kick off trade talks with China. This 90-day truce has lifted spirits, pushing the S&amp;P 500 up 17% from its April 7 low, though it’s","text":"The stock market is buzzing on May 14, 2025, with a whirlwind of activity shaking up portfolios. The S&P 500 is clinging to a modest 0.08% gain year-to-date, but today’s action is stealing the spotlight. A tentative U.S.-China trade truce has sparked a rally, while tariff fears and Fed rate speculation keep traders on edge. From tech titans to small-cap darlings, let’s dive into the latest moves, spotlight the stocks to watch, and explore trading opportunities in this rollercoaster market. What’s Fueling Today’s Market? The big news? U.S. Treasury Secretary Scott Bessent and Trade Representative Jamieson Greer are jetting off to Geneva this weekend to kick off trade talks with China. This 90-day truce has lifted spirits, pushing the S&P 500 up 17% from its April 7 low, though it’s","images":[{"img":"https://community-static.tradeup.com/news/432784299b27125184c649632760bdfb","width":"600","height":"450"},{"img":"https://community-static.tradeup.com/news/cb59cc174d2c370776421fc7985d8f31","width":"750","height":"406"},{"img":"https://community-static.tradeup.com/news/8dcda3760c57d1a6e3c59b84c351fc8f","width":"1200","height":"900"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":49,"commentSize":1,"repostSize":3,"link":"https://ttm.financial/post/434988476399864","isVote":1,"tweetType":1,"viewCount":786,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":7,"langContent":"EN","totalScore":0},{"id":435064540061784,"gmtCreate":1747235685264,"gmtModify":1747279358335,"author":{"id":"4145797693007212","authorId":"4145797693007212","name":"yourcelesttyy","avatar":"https://community-static.tradeup.com/news/3caa9d5789492882d6046e8664eddcf1","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4145797693007212","authorIdStr":"4145797693007212"},"themes":[],"title":"SMCI’s $20B Saudi Deal: Buy the AI Hype or Cash Out at $50? 🚀","htmlText":"Super Micro Computer ( <a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$</a> ) is stealing the spotlight with a massive $20 billion partnership with Saudi Arabia’s DataVolt, sending its stock soaring 15% in premarket trading. This multi-year deal positions SMCI as a key player in the global AI infrastructure boom, but with shares nearing $50, is it time to jump in or take profits? Let’s break down the deal, its impact, and whether SMCI is a screaming buy or a bubble ready to pop. 🔍 What’s Happening? SMCI has inked a landmark agreement with DataVolt, a Saudi data center firm, to supply high-density GPU platforms and rack-scale liquid cooling systems for hyperscale AI campuses in Saudi Arabia and the U.S. The $20 billion deal, announced during the Saudi-U.S. Investment","listText":"Super Micro Computer ( <a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$</a> ) is stealing the spotlight with a massive $20 billion partnership with Saudi Arabia’s DataVolt, sending its stock soaring 15% in premarket trading. This multi-year deal positions SMCI as a key player in the global AI infrastructure boom, but with shares nearing $50, is it time to jump in or take profits? Let’s break down the deal, its impact, and whether SMCI is a screaming buy or a bubble ready to pop. 🔍 What’s Happening? SMCI has inked a landmark agreement with DataVolt, a Saudi data center firm, to supply high-density GPU platforms and rack-scale liquid cooling systems for hyperscale AI campuses in Saudi Arabia and the U.S. The $20 billion deal, announced during the Saudi-U.S. Investment","text":"Super Micro Computer ( $SUPER MICRO COMPUTER INC(SMCI)$ ) is stealing the spotlight with a massive $20 billion partnership with Saudi Arabia’s DataVolt, sending its stock soaring 15% in premarket trading. This multi-year deal positions SMCI as a key player in the global AI infrastructure boom, but with shares nearing $50, is it time to jump in or take profits? Let’s break down the deal, its impact, and whether SMCI is a screaming buy or a bubble ready to pop. 🔍 What’s Happening? SMCI has inked a landmark agreement with DataVolt, a Saudi data center firm, to supply high-density GPU platforms and rack-scale liquid cooling systems for hyperscale AI campuses in Saudi Arabia and the U.S. The $20 billion deal, announced during the Saudi-U.S. Investment","images":[{"img":"https://community-static.tradeup.com/news/85a150fcd0250d1b6d52c59578d56050","width":"1580","height":"1180"},{"img":"https://community-static.tradeup.com/news/c85527bca38499a9db31b920f9c1ecf8","width":"1280","height":"853"},{"img":"https://community-static.tradeup.com/news/3878b3085a2088ac38a367bcbd8c156e","width":"1000","height":"667"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/435064540061784","isVote":1,"tweetType":1,"viewCount":1924,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010989","authorId":"10000000000010989","name":"Valerie Archibald","avatar":"https://static.tigerbbs.com/390bb094fc9bb64af7414f37cde534ff","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010989","authorIdStr":"10000000000010989"},"content":"will be $49, after news release on AI then $56 higher , will be $90 last year, it may","text":"will be $49, after news release on AI then $56 higher , will be $90 last year, it may","html":"will be $49, after news release on AI then $56 higher , will be $90 last year, it may"}],"imageCount":7,"langContent":"EN","totalScore":0},{"id":434978261028936,"gmtCreate":1747200711588,"gmtModify":1747222886547,"author":{"id":"3527667647532483","authorId":"3527667647532483","name":"Option_Movers","avatar":"https://community-static.tradeup.com/news/165a4ccff157a147c5c40d359f9dc408","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667647532483","authorIdStr":"3527667647532483"},"themes":[],"title":"Option Movers | Super Micro Sees About 80% Call Options; Traders Bet on Tesla to Jump Another 5%","htmlText":"Market OverviewThe S&amp;P 500 and the Nasdaq closed higher on Tuesday (May 13) for a second straight day after softer-than-expected inflation numbers added to investor optimism from Monday when the U.S. and China announced a trade truce.Regarding the options market, a total volume of 61,151,972 contracts was traded, up 6% from the previous trading day.Top 10 Option VolumesTop 10: <a href=\"https://ttm.financial/S/NVDA\">$NVDA(NVDA)$</a>, <a href=\"https://ttm.financial/S/TSLA\">$TSLA(TSLA)$</a>, <a href=\"https://ttm.financial/S/PLTR\">$PLTR(PLTR)$</a>, <a href=\"https://ttm.financial/S/VIX\">$VIX(VIX)$</a>, <a href=\"https://ttm.financial/S/SMCI\">$SMCI(SMCI)$</a>, <a href=\"https://ttm.financial/S/COIN\">$COIN(COIN)$</a>, <a href=\"https://ttm.financial/S/AMZN\">$AMZN(AMZN)$</a>,","listText":"Market OverviewThe S&amp;P 500 and the Nasdaq closed higher on Tuesday (May 13) for a second straight day after softer-than-expected inflation numbers added to investor optimism from Monday when the U.S. and China announced a trade truce.Regarding the options market, a total volume of 61,151,972 contracts was traded, up 6% from the previous trading day.Top 10 Option VolumesTop 10: <a href=\"https://ttm.financial/S/NVDA\">$NVDA(NVDA)$</a>, <a href=\"https://ttm.financial/S/TSLA\">$TSLA(TSLA)$</a>, <a href=\"https://ttm.financial/S/PLTR\">$PLTR(PLTR)$</a>, <a href=\"https://ttm.financial/S/VIX\">$VIX(VIX)$</a>, <a href=\"https://ttm.financial/S/SMCI\">$SMCI(SMCI)$</a>, <a href=\"https://ttm.financial/S/COIN\">$COIN(COIN)$</a>, <a href=\"https://ttm.financial/S/AMZN\">$AMZN(AMZN)$</a>,","text":"Market OverviewThe S&P 500 and the Nasdaq closed higher on Tuesday (May 13) for a second straight day after softer-than-expected inflation numbers added to investor optimism from Monday when the U.S. and China announced a trade truce.Regarding the options market, a total volume of 61,151,972 contracts was traded, up 6% from the previous trading day.Top 10 Option VolumesTop 10: $NVDA(NVDA)$, $TSLA(TSLA)$, $PLTR(PLTR)$, $VIX(VIX)$, $SMCI(SMCI)$, $COIN(COIN)$, $AMZN(AMZN)$,","images":[{"img":"https://community-static.tradeup.com/news/922a522f7047aff6d3d2a58b7f158478","width":"1279","height":"2291"},{"img":"https://community-static.tradeup.com/news/a6f62cbe9e25672b241af6952fefdd99","width":"1800","height":"522"},{"img":"https://community-static.tradeup.com/news/7197741fdff5ac2d915496b800574182","width":"1225","height":"613"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":67,"commentSize":0,"repostSize":22,"link":"https://ttm.financial/post/434978261028936","isVote":1,"tweetType":1,"viewCount":1570,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},{"id":435043048346368,"gmtCreate":1747230069029,"gmtModify":1747279437177,"author":{"id":"4121482349085112","authorId":"4121482349085112","name":"KKLEE","avatar":"https://community-static.tradeup.com/news/9cd26c37fb357178b3bab615cfeafdf2","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4121482349085112","authorIdStr":"4121482349085112"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$&nbsp;</a><v-v data-views=\"1\"></v-v> The buzz around artificial intelligence (AI) continues to surge, and now Super Micro Computer (SMCI) has joined the Saudi AI party. With Saudi Arabia heavily investing in technology and digital transformation, the Kingdom’s newfound focus on AI is creating massive opportunities for tech companies, and SMCI seems to be riding this wave. But as the stock hovers around the $50 mark, the pressing question for investors is clear: Is it time to chase the rally or sell into strength? Why Saudi Arabia Matters for SMCI Saudi Arabia’s Vision 2030 aims to reduce its dependency on oil by focusing on technology, digital infrastructure, and AI-driven solutions. The Kingdom has been pouring billion","listText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$&nbsp;</a><v-v data-views=\"1\"></v-v> The buzz around artificial intelligence (AI) continues to surge, and now Super Micro Computer (SMCI) has joined the Saudi AI party. With Saudi Arabia heavily investing in technology and digital transformation, the Kingdom’s newfound focus on AI is creating massive opportunities for tech companies, and SMCI seems to be riding this wave. But as the stock hovers around the $50 mark, the pressing question for investors is clear: Is it time to chase the rally or sell into strength? Why Saudi Arabia Matters for SMCI Saudi Arabia’s Vision 2030 aims to reduce its dependency on oil by focusing on technology, digital infrastructure, and AI-driven solutions. The Kingdom has been pouring billion","text":"$SUPER MICRO COMPUTER INC(SMCI)$ The buzz around artificial intelligence (AI) continues to surge, and now Super Micro Computer (SMCI) has joined the Saudi AI party. With Saudi Arabia heavily investing in technology and digital transformation, the Kingdom’s newfound focus on AI is creating massive opportunities for tech companies, and SMCI seems to be riding this wave. But as the stock hovers around the $50 mark, the pressing question for investors is clear: Is it time to chase the rally or sell into strength? Why Saudi Arabia Matters for SMCI Saudi Arabia’s Vision 2030 aims to reduce its dependency on oil by focusing on technology, digital infrastructure, and AI-driven solutions. The Kingdom has been pouring billion","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/435043048346368","isVote":1,"tweetType":1,"viewCount":1011,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":430024416436432,"gmtCreate":1746009568887,"gmtModify":1746018132462,"author":{"id":"3581734406950755","authorId":"3581734406950755","name":"Shyon","avatar":"https://static.tigerbbs.com/2a3423cbda71d7a89cd2f2f2d6744330","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581734406950755","authorIdStr":"3581734406950755"},"themes":[],"htmlText":"I have been closely following the recent developments in the semiconductor industry, particularly the news surrounding Super Micro Computer Inc.&nbsp;<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp; and its implications for other players like Qualcomm. SMCI released preliminary results on Tuesday that fell well below what analysts had estimated, causing a sharp decline in its stock price by 15%. This significant drop has raised concerns across the sector, as it suggests broader challenges that might be affecting semiconductor companies during this earnings season. Additionally, NXP Semiconductors saw its shares decline due to worries about tariffs, and the announcement of their CEO, Kurt Sievers, stepping down only added to t","listText":"I have been closely following the recent developments in the semiconductor industry, particularly the news surrounding Super Micro Computer Inc.&nbsp;<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp; and its implications for other players like Qualcomm. SMCI released preliminary results on Tuesday that fell well below what analysts had estimated, causing a sharp decline in its stock price by 15%. This significant drop has raised concerns across the sector, as it suggests broader challenges that might be affecting semiconductor companies during this earnings season. Additionally, NXP Semiconductors saw its shares decline due to worries about tariffs, and the announcement of their CEO, Kurt Sievers, stepping down only added to t","text":"I have been closely following the recent developments in the semiconductor industry, particularly the news surrounding Super Micro Computer Inc. $SUPER MICRO COMPUTER INC(SMCI)$ and its implications for other players like Qualcomm. SMCI released preliminary results on Tuesday that fell well below what analysts had estimated, causing a sharp decline in its stock price by 15%. This significant drop has raised concerns across the sector, as it suggests broader challenges that might be affecting semiconductor companies during this earnings season. Additionally, NXP Semiconductors saw its shares decline due to worries about tariffs, and the announcement of their CEO, Kurt Sievers, stepping down only added to t","images":[{"img":"https://community-static.tradeup.com/news/367eb90346012dc12b8915d58f5beb9f","width":"751","height":"378"},{"img":"https://community-static.tradeup.com/news/30668f27eadcbe34bcdb1ef019c0630c","width":"994","height":"666"},{"img":"https://community-static.tradeup.com/news/36b97460b624bdeec1cce125824ec4df","width":"546","height":"673"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1376,"commentSize":0,"repostSize":79,"link":"https://ttm.financial/post/430024416436432","isVote":1,"tweetType":1,"viewCount":3238,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},{"id":429912669237448,"gmtCreate":1745982580315,"gmtModify":1745983395852,"author":{"id":"4145797693007212","authorId":"4145797693007212","name":"yourcelesttyy","avatar":"https://community-static.tradeup.com/news/3caa9d5789492882d6046e8664eddcf1","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4145797693007212","authorIdStr":"4145797693007212"},"themes":[],"title":"Qualcomm’s Earnings Showdown: Can QCOM Defy the Semiconductor Slump?","htmlText":"<a href=\"https://ttm.financial/S/QCOM\">$Qualcomm(QCOM)$</a> The semiconductor sector is in a tailspin, and Qualcomm (QCOM) is stepping into the spotlight with its Q2 FY25 earnings today, April 30, 2025, after hours. Peer Super Micro Computer (SMCI) just tanked 15% after slashing its Q3 revenue forecast to $4.5B–$4.6B from $5B–$6B, citing delays in customer platform decisions tied to Nvidia’s Blackwell chips, per posts on X. Meanwhile, NXP Semiconductors (NXPI) dropped 7% after announcing CEO Kurt Sievers’ retirement and tariff concerns, with Q1 net income down 23% year-over-year to $490 million, per CNBC. Can Qualcomm buck the trend, or will it join the semiconductor slump? And is SMCI’s plunge a buying opportunity or a warning sign? Let’s dive into the data, risks, and trading plays to fi","listText":"<a href=\"https://ttm.financial/S/QCOM\">$Qualcomm(QCOM)$</a> The semiconductor sector is in a tailspin, and Qualcomm (QCOM) is stepping into the spotlight with its Q2 FY25 earnings today, April 30, 2025, after hours. Peer Super Micro Computer (SMCI) just tanked 15% after slashing its Q3 revenue forecast to $4.5B–$4.6B from $5B–$6B, citing delays in customer platform decisions tied to Nvidia’s Blackwell chips, per posts on X. Meanwhile, NXP Semiconductors (NXPI) dropped 7% after announcing CEO Kurt Sievers’ retirement and tariff concerns, with Q1 net income down 23% year-over-year to $490 million, per CNBC. Can Qualcomm buck the trend, or will it join the semiconductor slump? And is SMCI’s plunge a buying opportunity or a warning sign? Let’s dive into the data, risks, and trading plays to fi","text":"$Qualcomm(QCOM)$ The semiconductor sector is in a tailspin, and Qualcomm (QCOM) is stepping into the spotlight with its Q2 FY25 earnings today, April 30, 2025, after hours. Peer Super Micro Computer (SMCI) just tanked 15% after slashing its Q3 revenue forecast to $4.5B–$4.6B from $5B–$6B, citing delays in customer platform decisions tied to Nvidia’s Blackwell chips, per posts on X. Meanwhile, NXP Semiconductors (NXPI) dropped 7% after announcing CEO Kurt Sievers’ retirement and tariff concerns, with Q1 net income down 23% year-over-year to $490 million, per CNBC. Can Qualcomm buck the trend, or will it join the semiconductor slump? And is SMCI’s plunge a buying opportunity or a warning sign? Let’s dive into the data, risks, and trading plays to fi","images":[{"img":"https://community-static.tradeup.com/news/4d7864ebe623c4b547cd1c6f632d9fac","width":"4252","height":"2959"},{"img":"https://community-static.tradeup.com/news/f40d3291a9405d1bb9a82b48dc56742a","width":"750","height":"406"},{"img":"https://community-static.tradeup.com/news/771625a5d31774cd7bb02c66ca70cd5d","width":"2000","height":"1334"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/429912669237448","isVote":1,"tweetType":1,"viewCount":562,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":8,"langContent":"EN","totalScore":0},{"id":435661354074576,"gmtCreate":1747392543531,"gmtModify":1747648497109,"author":{"id":"4159970598736412","authorId":"4159970598736412","name":"Spiders","avatar":"https://community-static.tradeup.com/news/a08fe88b7b62506e5bc7ffed483a03a9","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4159970598736412","authorIdStr":"4159970598736412"},"themes":[],"title":"SMCI Joins Saudi AI Party! Chase or Sell at $50?","htmlText":"Super Micro Computer Inc. (SMCI) is back in the spotlight, jumping 15% in premarket trading on Wednesday after announcing a $20 billion multi-year deal with Saudi-based data center firm DataVolt. Under the agreement, SMCI will supply high-density GPU platforms and liquid cooling systems to power massive AI campuses in Saudi Arabia and the U.S. This aligns with Saudi Arabia’s broader push into AI, backed by an aggressive digital infrastructure strategy. For SMCI, the deal boosts its status as a critical player in the global AI hardware race—especially in building scalable computing systems for hyperscale deployments. The scale of the deal is impressive—but the financial specifics are still vague. The $20 billion is spread over multiple years. We don’t yet know how how revenues will be recog","listText":"Super Micro Computer Inc. (SMCI) is back in the spotlight, jumping 15% in premarket trading on Wednesday after announcing a $20 billion multi-year deal with Saudi-based data center firm DataVolt. Under the agreement, SMCI will supply high-density GPU platforms and liquid cooling systems to power massive AI campuses in Saudi Arabia and the U.S. This aligns with Saudi Arabia’s broader push into AI, backed by an aggressive digital infrastructure strategy. For SMCI, the deal boosts its status as a critical player in the global AI hardware race—especially in building scalable computing systems for hyperscale deployments. The scale of the deal is impressive—but the financial specifics are still vague. The $20 billion is spread over multiple years. We don’t yet know how how revenues will be recog","text":"Super Micro Computer Inc. (SMCI) is back in the spotlight, jumping 15% in premarket trading on Wednesday after announcing a $20 billion multi-year deal with Saudi-based data center firm DataVolt. Under the agreement, SMCI will supply high-density GPU platforms and liquid cooling systems to power massive AI campuses in Saudi Arabia and the U.S. This aligns with Saudi Arabia’s broader push into AI, backed by an aggressive digital infrastructure strategy. For SMCI, the deal boosts its status as a critical player in the global AI hardware race—especially in building scalable computing systems for hyperscale deployments. The scale of the deal is impressive—but the financial specifics are still vague. The $20 billion is spread over multiple years. We don’t yet know how how revenues will be recog","images":[{"img":"https://community-static.tradeup.com/news/e33db2f6c60614fa67c4582e426714c8","width":"560","height":"240"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":74,"commentSize":0,"repostSize":6,"link":"https://ttm.financial/post/435661354074576","isVote":1,"tweetType":1,"viewCount":1064,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":429574068052640,"gmtCreate":1745899407482,"gmtModify":1745982739548,"author":{"id":"4102123614530830","authorId":"4102123614530830","name":"nerdbull1669","avatar":"https://community-static.tradeup.com/news/8ac2db9ff7976dac4aa567ce14027bd6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102123614530830","authorIdStr":"4102123614530830"},"themes":[],"title":"Qualcomm (QCOM) Earnings To Reflect Higher Growth Sector Performance","htmlText":"<a href=\"https://ttm.financial/S/QCOM\">$Qualcomm(QCOM)$</a> is scheduled to report its fiscal Q2 2025 financial results (for the quarter ending March 2025) tomorrow, Wednesday, 30 April 2025, after the market close. They will also host a conference call at 1:45 PM Pacific Time. Earnings Per Share (EPS): Consensus estimates are generally around $2.81 to $2.82 per share. This would represent a significant year-over-year increase of about 15.6% compared to the $1.93 reported in Q2 2024. Note: Some sources, like Nasdaq citing Zacks Investment Research based on 7 analysts, report a lower consensus EPS of $2.27. From Tipranks, the consensus estimate for EPS is expected at $2.82. Revenue: Analysts expect revenue to be around $10.6 billion to $10.65 billion, indicating roughly 13% growth compared","listText":"<a href=\"https://ttm.financial/S/QCOM\">$Qualcomm(QCOM)$</a> is scheduled to report its fiscal Q2 2025 financial results (for the quarter ending March 2025) tomorrow, Wednesday, 30 April 2025, after the market close. They will also host a conference call at 1:45 PM Pacific Time. Earnings Per Share (EPS): Consensus estimates are generally around $2.81 to $2.82 per share. This would represent a significant year-over-year increase of about 15.6% compared to the $1.93 reported in Q2 2024. Note: Some sources, like Nasdaq citing Zacks Investment Research based on 7 analysts, report a lower consensus EPS of $2.27. From Tipranks, the consensus estimate for EPS is expected at $2.82. Revenue: Analysts expect revenue to be around $10.6 billion to $10.65 billion, indicating roughly 13% growth compared","text":"$Qualcomm(QCOM)$ is scheduled to report its fiscal Q2 2025 financial results (for the quarter ending March 2025) tomorrow, Wednesday, 30 April 2025, after the market close. They will also host a conference call at 1:45 PM Pacific Time. Earnings Per Share (EPS): Consensus estimates are generally around $2.81 to $2.82 per share. This would represent a significant year-over-year increase of about 15.6% compared to the $1.93 reported in Q2 2024. Note: Some sources, like Nasdaq citing Zacks Investment Research based on 7 analysts, report a lower consensus EPS of $2.27. From Tipranks, the consensus estimate for EPS is expected at $2.82. Revenue: Analysts expect revenue to be around $10.6 billion to $10.65 billion, indicating roughly 13% growth compared","images":[{"img":"https://community-static.tradeup.com/news/30e535245fd6a972f9e8c602fd000a30","width":"1033","height":"725"},{"img":"https://community-static.tradeup.com/news/ca3256e55574102d619b44f4f22c41a7","width":"443","height":"573"},{"img":"https://community-static.tradeup.com/news/417455816d11b4129c7fc613b259db53","width":"1536","height":"727"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":108,"commentSize":2,"repostSize":3,"link":"https://ttm.financial/post/429574068052640","isVote":1,"tweetType":1,"viewCount":1353,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010993","authorId":"10000000000010993","name":"Enid Bertha","avatar":"https://static.tigerbbs.com/a539edbf3388702a82cb1d4728704766","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010993","authorIdStr":"10000000000010993"},"content":"It is criminal what they did with price of qualcomm. I guess buy up as much as possible","text":"It is criminal what they did with price of qualcomm. I guess buy up as much as possible","html":"It is criminal what they did with price of qualcomm. I guess buy up as much as possible"}],"imageCount":4,"langContent":"EN","totalScore":0},{"id":429751203344520,"gmtCreate":1745951095118,"gmtModify":1745982739422,"author":{"id":"4141429963588842","authorId":"4141429963588842","name":"TigerGPT","avatar":"https://community-static.tradeup.com/news/5b82af1deb17dfa8f94b4741b9ea2738","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4141429963588842","authorIdStr":"4141429963588842"},"themes":[],"title":"Q: What is Qualcomm 2025/Q2 Earnings Preview?","htmlText":"<a href=\"https://ttm.financial/gpt\">TigerGPT</a> Answer: ### Financial Forecast Data **Earnings Per Share (EPS):** - Forecast for Q2 2025: $2.81 - Actual for Q2 2024: $2.44 - Percentage Change: ((2.81 - 2.44) / 2.44) * 100 = 15.16% **Total Revenue:** - Forecast for Q2 2025: $10,647,644,760 - Actual for Q2 2024: $9,386,000,000 - Percentage Change: ((10,647,644,760 - 9,386,000,000) / 9,386,000,000) * 100 = 13.44% **EBIT:** - Forecast for Q2 2025: $3,624,773,890 - Actual for Q2 2024: $3,176,000,000 - Percentage Change: ((3,624,773,890 - 3,176,000,000) / 3,176,000,000) * 100 = 14.13% **Significance of Changes:** The forecasted increases in EPS, total revenue, and EBIT indicate strong expected growth for Qualcomm in Q2 2025 compared to the same period last year. This suggests improved operation","listText":"<a href=\"https://ttm.financial/gpt\">TigerGPT</a> Answer: ### Financial Forecast Data **Earnings Per Share (EPS):** - Forecast for Q2 2025: $2.81 - Actual for Q2 2024: $2.44 - Percentage Change: ((2.81 - 2.44) / 2.44) * 100 = 15.16% **Total Revenue:** - Forecast for Q2 2025: $10,647,644,760 - Actual for Q2 2024: $9,386,000,000 - Percentage Change: ((10,647,644,760 - 9,386,000,000) / 9,386,000,000) * 100 = 13.44% **EBIT:** - Forecast for Q2 2025: $3,624,773,890 - Actual for Q2 2024: $3,176,000,000 - Percentage Change: ((3,624,773,890 - 3,176,000,000) / 3,176,000,000) * 100 = 14.13% **Significance of Changes:** The forecasted increases in EPS, total revenue, and EBIT indicate strong expected growth for Qualcomm in Q2 2025 compared to the same period last year. This suggests improved operation","text":"TigerGPT Answer: ### Financial Forecast Data **Earnings Per Share (EPS):** - Forecast for Q2 2025: $2.81 - Actual for Q2 2024: $2.44 - Percentage Change: ((2.81 - 2.44) / 2.44) * 100 = 15.16% **Total Revenue:** - Forecast for Q2 2025: $10,647,644,760 - Actual for Q2 2024: $9,386,000,000 - Percentage Change: ((10,647,644,760 - 9,386,000,000) / 9,386,000,000) * 100 = 13.44% **EBIT:** - Forecast for Q2 2025: $3,624,773,890 - Actual for Q2 2024: $3,176,000,000 - Percentage Change: ((3,624,773,890 - 3,176,000,000) / 3,176,000,000) * 100 = 14.13% **Significance of Changes:** The forecasted increases in EPS, total revenue, and EBIT indicate strong expected growth for Qualcomm in Q2 2025 compared to the same period last year. This suggests improved operation","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/429751203344520","isVote":1,"tweetType":1,"viewCount":348,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":435097634112256,"gmtCreate":1747243395633,"gmtModify":1747245435168,"author":{"id":"4208077598751622","authorId":"4208077598751622","name":"Aylin Demir","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4208077598751622","authorIdStr":"4208077598751622"},"themes":[],"htmlText":"📈 Recent Trade Recap ｜ Standout Wins 💰 Our trading activity has been on fire lately — here’s a quick look at some of our most successful recent trades: 🔹 April 1 ✅ NMAX — +33.76% 🔼 🔹 April 2 ✅ CRWV — +11.00% 🔼 🔹 April 7 ✅ HMY — +13.67% 🔼 🔹 April 9 ✅ NUTX — +7.00% 🔼 🔹 April 14 ✅ SMCI — +15.67% 🔼 🔹 April 15 ✅ SVV — +15.32% 🔼 🔹 April 16 ✅ RGEN — +6.69% 🔼 🔹 April 21 ✅ CHA — +16.50% 🔼 🔹 April 23 ✅ CALX — +5.00% 🔼 🔹 April 24 ✅ SEZL — +19.00% 🔼 🔹 April 28 ✅ MSTR — +7.40% 🔼 🔹 April 29 ✅ HIMS — +23.40% 🔼 🔹May 6 ✅ TDUP — +20.00% 🔼 ✅ PONY — +36.30% 🔼 🔹May 8 ✅ DIS — +5.14% 🔼 ✅ QBTS — +21.65% 🔼 🔹 May 12 ✅ MKSI — +15.99% 🔼 ✅ IONQ — +17% 🔼 ✅ TPOR — +19% 🔼 ✅ HIMS — +24.38% 🔼 ✅ ORCL — +8.28% 🔼 ✅ TTD — +8.45% 🔼 ✅ APLD — +12% 🔼 ✅ PZZA — +7.35% 🔼 🔹 May 13 *✅ CARG — +6.33% 🔼 *✅ ROKU — +4.54% 🔼 *✅ HSAI — +10.09","listText":"📈 Recent Trade Recap ｜ Standout Wins 💰 Our trading activity has been on fire lately — here’s a quick look at some of our most successful recent trades: 🔹 April 1 ✅ NMAX — +33.76% 🔼 🔹 April 2 ✅ CRWV — +11.00% 🔼 🔹 April 7 ✅ HMY — +13.67% 🔼 🔹 April 9 ✅ NUTX — +7.00% 🔼 🔹 April 14 ✅ SMCI — +15.67% 🔼 🔹 April 15 ✅ SVV — +15.32% 🔼 🔹 April 16 ✅ RGEN — +6.69% 🔼 🔹 April 21 ✅ CHA — +16.50% 🔼 🔹 April 23 ✅ CALX — +5.00% 🔼 🔹 April 24 ✅ SEZL — +19.00% 🔼 🔹 April 28 ✅ MSTR — +7.40% 🔼 🔹 April 29 ✅ HIMS — +23.40% 🔼 🔹May 6 ✅ TDUP — +20.00% 🔼 ✅ PONY — +36.30% 🔼 🔹May 8 ✅ DIS — +5.14% 🔼 ✅ QBTS — +21.65% 🔼 🔹 May 12 ✅ MKSI — +15.99% 🔼 ✅ IONQ — +17% 🔼 ✅ TPOR — +19% 🔼 ✅ HIMS — +24.38% 🔼 ✅ ORCL — +8.28% 🔼 ✅ TTD — +8.45% 🔼 ✅ APLD — +12% 🔼 ✅ PZZA — +7.35% 🔼 🔹 May 13 *✅ CARG — +6.33% 🔼 *✅ ROKU — +4.54% 🔼 *✅ HSAI — +10.09","text":"📈 Recent Trade Recap ｜ Standout Wins 💰 Our trading activity has been on fire lately — here’s a quick look at some of our most successful recent trades: 🔹 April 1 ✅ NMAX — +33.76% 🔼 🔹 April 2 ✅ CRWV — +11.00% 🔼 🔹 April 7 ✅ HMY — +13.67% 🔼 🔹 April 9 ✅ NUTX — +7.00% 🔼 🔹 April 14 ✅ SMCI — +15.67% 🔼 🔹 April 15 ✅ SVV — +15.32% 🔼 🔹 April 16 ✅ RGEN — +6.69% 🔼 🔹 April 21 ✅ CHA — +16.50% 🔼 🔹 April 23 ✅ CALX — +5.00% 🔼 🔹 April 24 ✅ SEZL — +19.00% 🔼 🔹 April 28 ✅ MSTR — +7.40% 🔼 🔹 April 29 ✅ HIMS — +23.40% 🔼 🔹May 6 ✅ TDUP — +20.00% 🔼 ✅ PONY — +36.30% 🔼 🔹May 8 ✅ DIS — +5.14% 🔼 ✅ QBTS — +21.65% 🔼 🔹 May 12 ✅ MKSI — +15.99% 🔼 ✅ IONQ — +17% 🔼 ✅ TPOR — +19% 🔼 ✅ HIMS — +24.38% 🔼 ✅ ORCL — +8.28% 🔼 ✅ TTD — +8.45% 🔼 ✅ APLD — +12% 🔼 ✅ PZZA — +7.35% 🔼 🔹 May 13 *✅ CARG — +6.33% 🔼 *✅ ROKU — +4.54% 🔼 *✅ HSAI — +10.09","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/435097634112256","isVote":1,"tweetType":1,"viewCount":343,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":434993117847624,"gmtCreate":1747204338741,"gmtModify":1747222886423,"author":{"id":"10000000000010982","authorId":"10000000000010982","name":"Dick Elinor","avatar":"https://static.tigerbbs.com/fb48733f77d50133639e148b840f87ae","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010982","authorIdStr":"10000000000010982"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$</a> <v-v data-views=\"1\"></v-v> SMCI has definitely shown it can rip once momentum kicks in — that Feb move from $28 to $66 was wild. If we’re seeing similar setup vibes now, then $88 by May 30th call doesn’t sound that far-fetched. The stock moves fast when it wants to, especially with all the AI and server tailwinds behind it. As long as volume confirms and broader sentiment stays risk-on, I’m not betting against that kind of upside. Let’s see if lightning strikes twice","listText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$</a> <v-v data-views=\"1\"></v-v> SMCI has definitely shown it can rip once momentum kicks in — that Feb move from $28 to $66 was wild. If we’re seeing similar setup vibes now, then $88 by May 30th call doesn’t sound that far-fetched. The stock moves fast when it wants to, especially with all the AI and server tailwinds behind it. As long as volume confirms and broader sentiment stays risk-on, I’m not betting against that kind of upside. Let’s see if lightning strikes twice","text":"$SUPER MICRO COMPUTER INC(SMCI)$ SMCI has definitely shown it can rip once momentum kicks in — that Feb move from $28 to $66 was wild. If we’re seeing similar setup vibes now, then $88 by May 30th call doesn’t sound that far-fetched. The stock moves fast when it wants to, especially with all the AI and server tailwinds behind it. As long as volume confirms and broader sentiment stays risk-on, I’m not betting against that kind of upside. Let’s see if lightning strikes twice","images":[{"img":"https://community-static.tradeup.com/news/caac6e44b1c62a57ecba5d4c22fd08f9","width":"673","height":"619"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/434993117847624","isVote":1,"tweetType":1,"viewCount":875,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":434974553338008,"gmtCreate":1747199722468,"gmtModify":1747222886646,"author":{"id":"10000000000010989","authorId":"10000000000010989","name":"Valerie Archibald","avatar":"https://static.tigerbbs.com/390bb094fc9bb64af7414f37cde534ff","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010989","authorIdStr":"10000000000010989"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$</a> <v-v data-views=\"1\"></v-v> Would love to see SMCI back where it belongs, all the game playing bashers shorts have got to be on pins and needles dreding the market open tomorrow. My guess major short sqeeze at the opening bell $46.90 could run to 50 or higher in my opinion. A company that is rolling in over 4 billion a quarter and trading in the 30s is ridiculous. End of week SMCI will be crowding $55.00 - $60.00 even that is cheap when realistic value should be around $85.00 to $95.00","listText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$</a> <v-v data-views=\"1\"></v-v> Would love to see SMCI back where it belongs, all the game playing bashers shorts have got to be on pins and needles dreding the market open tomorrow. My guess major short sqeeze at the opening bell $46.90 could run to 50 or higher in my opinion. A company that is rolling in over 4 billion a quarter and trading in the 30s is ridiculous. End of week SMCI will be crowding $55.00 - $60.00 even that is cheap when realistic value should be around $85.00 to $95.00","text":"$SUPER MICRO COMPUTER INC(SMCI)$ Would love to see SMCI back where it belongs, all the game playing bashers shorts have got to be on pins and needles dreding the market open tomorrow. My guess major short sqeeze at the opening bell $46.90 could run to 50 or higher in my opinion. A company that is rolling in over 4 billion a quarter and trading in the 30s is ridiculous. End of week SMCI will be crowding $55.00 - $60.00 even that is cheap when realistic value should be around $85.00 to $95.00","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/434974553338008","isVote":1,"tweetType":1,"viewCount":1001,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":435065751654536,"gmtCreate":1747222144339,"gmtModify":1747222885867,"author":{"id":"10000000000011023","authorId":"10000000000011023","name":"Athena Spenser","avatar":"https://static.tigerbbs.com/79994bc77de771ec5e7fabc95b9d921d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000011023","authorIdStr":"10000000000011023"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$</a> <v-v data-views=\"1\"></v-v>As I’m watching the pre market I can only imagine the huge pop once all the legit financial outlets release this great news. I’m hoping for 57 by the end of the week or early next week. Then 70 and above. This is a HUGE DEAL FOR SMCI.","listText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$</a> <v-v data-views=\"1\"></v-v>As I’m watching the pre market I can only imagine the huge pop once all the legit financial outlets release this great news. I’m hoping for 57 by the end of the week or early next week. Then 70 and above. This is a HUGE DEAL FOR SMCI.","text":"$SUPER MICRO COMPUTER INC(SMCI)$ As I’m watching the pre market I can only imagine the huge pop once all the legit financial outlets release this great news. I’m hoping for 57 by the end of the week or early next week. Then 70 and above. This is a HUGE DEAL FOR SMCI.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":29,"commentSize":3,"repostSize":192,"link":"https://ttm.financial/post/435065751654536","isVote":1,"tweetType":1,"viewCount":5726,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4130740688024952","authorId":"4130740688024952","name":"Growl Meow","avatar":"https://community-static.tradeup.com/news/3ea7e2ec73f6e62af46591bd85d47200","crmLevel":5,"crmLevelSwitch":1,"idStr":"4130740688024952","authorIdStr":"4130740688024952"},"content":"This is the nudge it needed - I share those levels.","text":"This is the nudge it needed - I share those levels.","html":"This is the nudge it needed - I share those levels."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":429937339126584,"gmtCreate":1745988178890,"gmtModify":1745999684078,"author":{"id":"4176423247955812","authorId":"4176423247955812","name":"Lanceljx","avatar":"https://community-static.tradeup.com/news/09909b81957df6057776741ed24e12fe","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4176423247955812","authorIdStr":"4176423247955812"},"themes":[],"htmlText":"Semiconductor Sector Outlook and Investment Considerations Qualcomm (QCOM): Navigating Sector Challenges Qualcomm is scheduled to report its earnings after market close today, April 30, 2025. Analysts anticipate a 13% year-over-year revenue increase to $10.6 billion and earnings per share (EPS) of $2.81, driven by robust demand for its chipsets, particularly from premium Android devices produced by Chinese vendors . Despite a recent 20% decline in its stock over the past six months, attributed to U.S.-China trade tensions , Qualcomm's diversified portfolio, including automotive and Internet of Things (IoT) segments, positions it to potentially outperform peers in the current semiconductor downturn. Positive earnings estimate revisions further suggest investor confidence in its long-term pr","listText":"Semiconductor Sector Outlook and Investment Considerations Qualcomm (QCOM): Navigating Sector Challenges Qualcomm is scheduled to report its earnings after market close today, April 30, 2025. Analysts anticipate a 13% year-over-year revenue increase to $10.6 billion and earnings per share (EPS) of $2.81, driven by robust demand for its chipsets, particularly from premium Android devices produced by Chinese vendors . Despite a recent 20% decline in its stock over the past six months, attributed to U.S.-China trade tensions , Qualcomm's diversified portfolio, including automotive and Internet of Things (IoT) segments, positions it to potentially outperform peers in the current semiconductor downturn. Positive earnings estimate revisions further suggest investor confidence in its long-term pr","text":"Semiconductor Sector Outlook and Investment Considerations Qualcomm (QCOM): Navigating Sector Challenges Qualcomm is scheduled to report its earnings after market close today, April 30, 2025. Analysts anticipate a 13% year-over-year revenue increase to $10.6 billion and earnings per share (EPS) of $2.81, driven by robust demand for its chipsets, particularly from premium Android devices produced by Chinese vendors . Despite a recent 20% decline in its stock over the past six months, attributed to U.S.-China trade tensions , Qualcomm's diversified portfolio, including automotive and Internet of Things (IoT) segments, positions it to potentially outperform peers in the current semiconductor downturn. Positive earnings estimate revisions further suggest investor confidence in its long-term pr","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/429937339126584","isVote":1,"tweetType":1,"viewCount":645,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":435004209025160,"gmtCreate":1747207119282,"gmtModify":1747222886140,"author":{"id":"3479274799087381","authorId":"3479274799087381","name":"sunshineboy","avatar":"https://static.tigerbbs.com/288a954613733fd61b9f74bb255f34f4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3479274799087381","authorIdStr":"3479274799087381"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$</a> Damn, SMCI went wild today. I love it! Threw the rest of my cash in, now go fill up my wallet baby!","listText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$</a> Damn, SMCI went wild today. I love it! Threw the rest of my cash in, now go fill up my wallet baby!","text":"$SUPER MICRO COMPUTER INC(SMCI)$ Damn, SMCI went wild today. I love it! Threw the rest of my cash in, now go fill up my wallet baby!","images":[{"img":"https://community-static.tradeup.com/news/b90c631e475bf0a2d3d31cda9c658098","width":"767","height":"1280"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":10,"link":"https://ttm.financial/post/435004209025160","isVote":1,"tweetType":1,"viewCount":1769,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":434945124053640,"gmtCreate":1747206242883,"gmtModify":1747222886221,"author":{"id":"3581675463941948","authorId":"3581675463941948","name":"DrinkBeer","avatar":"https://static.tigerbbs.com/7d852d54fd8405f0638a1c4e4872e54a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581675463941948","authorIdStr":"3581675463941948"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$&nbsp;</a> $SMCI getting Saudi Arabia server rack deal for the $NVDA Blackwell 18,000 chips ? If yes, 18,000 chips will send SMCI to the moon 🤗🤗🤑🤑🤭🤭","listText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$&nbsp;</a> $SMCI getting Saudi Arabia server rack deal for the $NVDA Blackwell 18,000 chips ? If yes, 18,000 chips will send SMCI to the moon 🤗🤗🤑🤑🤭🤭","text":"$SUPER MICRO COMPUTER INC(SMCI)$ $SMCI getting Saudi Arabia server rack deal for the $NVDA Blackwell 18,000 chips ? If yes, 18,000 chips will send SMCI to the moon 🤗🤗🤑🤑🤭🤭","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":8,"link":"https://ttm.financial/post/434945124053640","isVote":1,"tweetType":1,"viewCount":1289,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":434917610705160,"gmtCreate":1747197746636,"gmtModify":1747222886735,"author":{"id":"3573704556931325","authorId":"3573704556931325","name":"Danielhoon","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573704556931325","authorIdStr":"3573704556931325"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$&nbsp;</a> <a href=\"https://ttm.financial/U/3581728426655212\">@Vivienfyf</a> win","listText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$&nbsp;</a> <a href=\"https://ttm.financial/U/3581728426655212\">@Vivienfyf</a> win","text":"$SUPER MICRO COMPUTER INC(SMCI)$ @Vivienfyf win","images":[{"img":"https://community-static.tradeup.com/news/49de6edda571750579171cc3bb2fd1bb","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/434917610705160","isVote":1,"tweetType":1,"viewCount":501,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":432839167619224,"gmtCreate":1746678388064,"gmtModify":1746681029865,"author":{"id":"10000000000011857","authorId":"10000000000011857","name":"WendyOneP","avatar":"https://community-static.tradeup.com/news/944c6100a507a27639d75b17f9e794c2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000011857","authorIdStr":"10000000000011857"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$</a> Yes, SMCI has dropped significantly—but the long-term thesis hasn’t changed. Here's why I see this as a possible dip-buying chance:🖥️ Still a Core AI Infrastructure Play: SMCI powers the data centers behind AI growth. That demand isn’t disappearing.📦 Strong Backlog, Real Revenues: Unlike many “AI plays,” SMCI ships real product and is growing earnings.💰 Valuation Reset May Be Healthy: A pullback from overhyped levels could set the stage for a more sustainable rally.It’s painful now, but this may be a rare chance to enter a long-term AI winner at a discount—if you have the risk tolerance.","listText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$</a> Yes, SMCI has dropped significantly—but the long-term thesis hasn’t changed. Here's why I see this as a possible dip-buying chance:🖥️ Still a Core AI Infrastructure Play: SMCI powers the data centers behind AI growth. That demand isn’t disappearing.📦 Strong Backlog, Real Revenues: Unlike many “AI plays,” SMCI ships real product and is growing earnings.💰 Valuation Reset May Be Healthy: A pullback from overhyped levels could set the stage for a more sustainable rally.It’s painful now, but this may be a rare chance to enter a long-term AI winner at a discount—if you have the risk tolerance.","text":"$SUPER MICRO COMPUTER INC(SMCI)$ Yes, SMCI has dropped significantly—but the long-term thesis hasn’t changed. Here's why I see this as a possible dip-buying chance:🖥️ Still a Core AI Infrastructure Play: SMCI powers the data centers behind AI growth. That demand isn’t disappearing.📦 Strong Backlog, Real Revenues: Unlike many “AI plays,” SMCI ships real product and is growing earnings.💰 Valuation Reset May Be Healthy: A pullback from overhyped levels could set the stage for a more sustainable rally.It’s painful now, but this may be a rare chance to enter a long-term AI winner at a discount—if you have the risk tolerance.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/432839167619224","isVote":1,"tweetType":1,"viewCount":736,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":432838422089864,"gmtCreate":1746678362707,"gmtModify":1746681003244,"author":{"id":"10000000000011856","authorId":"10000000000011856","name":"JimmyHua","avatar":"https://community-static.tradeup.com/news/7f17d426377c791ac5cdfef91fbf8408","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000011856","authorIdStr":"10000000000011856"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$</a> Super Micro Computer (SMCI) is plunging, and the pain might not be over. Here’s why I’d consider selling or reducing exposure:🔥 AI Hype Deflating: Much of SMCI’s rally was driven by speculative AI euphoria. Now reality is setting in.🧾 Valuation Still High: Despite the drop, forward P/E remains rich for a hardware company with lumpy margins.🧯 Volatility Is Extreme: This isn't just a correction—it's a sentiment shift. That can take quarters to stabilize.If you rode the wave up, now might be the time to lock in profits before losses deepen. Don't fight momentum in a falling market.","listText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$</a> Super Micro Computer (SMCI) is plunging, and the pain might not be over. Here’s why I’d consider selling or reducing exposure:🔥 AI Hype Deflating: Much of SMCI’s rally was driven by speculative AI euphoria. Now reality is setting in.🧾 Valuation Still High: Despite the drop, forward P/E remains rich for a hardware company with lumpy margins.🧯 Volatility Is Extreme: This isn't just a correction—it's a sentiment shift. That can take quarters to stabilize.If you rode the wave up, now might be the time to lock in profits before losses deepen. Don't fight momentum in a falling market.","text":"$SUPER MICRO COMPUTER INC(SMCI)$ Super Micro Computer (SMCI) is plunging, and the pain might not be over. Here’s why I’d consider selling or reducing exposure:🔥 AI Hype Deflating: Much of SMCI’s rally was driven by speculative AI euphoria. Now reality is setting in.🧾 Valuation Still High: Despite the drop, forward P/E remains rich for a hardware company with lumpy margins.🧯 Volatility Is Extreme: This isn't just a correction—it's a sentiment shift. That can take quarters to stabilize.If you rode the wave up, now might be the time to lock in profits before losses deepen. Don't fight momentum in a falling market.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/432838422089864","isVote":1,"tweetType":1,"viewCount":633,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":429916979953800,"gmtCreate":1745991567923,"gmtModify":1745991572312,"author":{"id":"10000000000011857","authorId":"10000000000011857","name":"WendyOneP","avatar":"https://community-static.tradeup.com/news/944c6100a507a27639d75b17f9e794c2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000011857","authorIdStr":"10000000000011857"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$</a> Supermicro’s disappointing results may spook semiconductor investors, but it’s crucial to separate hyperscaler hardware from chip design leaders like Qualcomm. SMCI is heavily tied to server infrastructure demand — a sector that’s notoriously cyclical. Qualcomm, on the other hand, has diversified exposure across mobile, automotive, and IoT.Qualcomm’s recent partnerships in AI acceleration chips and automotive SoCs (system on chips) give it strategic insulation. Its Snapdragon platform is embedded across Android flagships, and as AI capabilities expand to edge devices, Qualcomm is positioned to benefit — even amid broader semi softness.Plus, the company has a strong balance sheet and is buying back shares, which add","listText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$</a> Supermicro’s disappointing results may spook semiconductor investors, but it’s crucial to separate hyperscaler hardware from chip design leaders like Qualcomm. SMCI is heavily tied to server infrastructure demand — a sector that’s notoriously cyclical. Qualcomm, on the other hand, has diversified exposure across mobile, automotive, and IoT.Qualcomm’s recent partnerships in AI acceleration chips and automotive SoCs (system on chips) give it strategic insulation. Its Snapdragon platform is embedded across Android flagships, and as AI capabilities expand to edge devices, Qualcomm is positioned to benefit — even amid broader semi softness.Plus, the company has a strong balance sheet and is buying back shares, which add","text":"$SUPER MICRO COMPUTER INC(SMCI)$ Supermicro’s disappointing results may spook semiconductor investors, but it’s crucial to separate hyperscaler hardware from chip design leaders like Qualcomm. SMCI is heavily tied to server infrastructure demand — a sector that’s notoriously cyclical. Qualcomm, on the other hand, has diversified exposure across mobile, automotive, and IoT.Qualcomm’s recent partnerships in AI acceleration chips and automotive SoCs (system on chips) give it strategic insulation. Its Snapdragon platform is embedded across Android flagships, and as AI capabilities expand to edge devices, Qualcomm is positioned to benefit — even amid broader semi softness.Plus, the company has a strong balance sheet and is buying back shares, which add","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/429916979953800","isVote":1,"tweetType":1,"viewCount":957,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}]}