SMCI Offers $2B Notes: Is -10% Overreaction?

SMCI announced that it intends to offer, subject to market conditions and other factors, $2.0 billion aggregate principal amount of convertible senior notes due 2030 (the “Convertible Notes”). The stock dips 10%.

avatarSpiders
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?
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
📈 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
$SUPER MICRO COMPUTER INC(SMCI)$ 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
$SUPER MICRO COMPUTER INC(SMCI)$ 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
$SUPER MICRO COMPUTER INC(SMCI)$ 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.
$SUPER MICRO COMPUTER INC(SMCI)$ 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.
$SUPER MICRO COMPUTER INC(SMCI)$ 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.
$SUPER MICRO COMPUTER INC(SMCI)$ 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
$SUPER MICRO COMPUTER INC(SMCI)$ 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
$SUPER MICRO COMPUTER INC(SMCI)$ Damn, SMCI went wild today. I love it! Threw the rest of my cash in, now go fill up my wallet baby!
$SUPER MICRO COMPUTER INC(SMCI)$  $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 🤗🤗🤑🤑🤭🤭
Good advice, I found it quite insightful, definitely a must read!
SMCI will fall till 28.5 this week.  Comment- 06/05/25 at 00:51
$SMCI GIVES PRELIMINARY GUIDANCE & IT'S NOT GOOD I believe this is because of the $NVDA chip ban from China & therefore affecting the server companies like SMCI now, but not sure on why they are lowering guidance this much... $NVDA down 2% AH, $SMCI down 18% guidance below shows a 50% reduction in EPS and $1B less in estimated revenue:
avatarMeidy
04-29
BREAKING: Super Micro Computer stock, $SMCI, falls nearly -20% after issuing weak preliminary financials.
avatarPigpen
04-30
No the industry will be under severe pressure for the foreseeable future. No magic bullets here. 
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