$SUPER MICRO COMPUTER INC(SMCI)$  $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 🤗🤗🤑🤑🤭🤭

$SUPER MICRO COMPUTER INC(SMCI)$ 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

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: $NVDA(NVDA)$, $TSLA(TSLA)$, $PLTR(PLTR)$, $VIX(VIX)$, $SMCI(SMCI)$, $COIN(COIN)$, $AMZN(AMZN)$,

$SUPER MICRO COMPUTER INC(SMCI)$ 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

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

$SUPER MICRO COMPUTER INC(SMCI)$ 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.

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

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

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

$SUPER MICRO COMPUTER INC(SMCI)$ 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

$SUPER MICRO COMPUTER INC(SMCI)$ 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

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

$Qualcomm(QCOM)$ 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

$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:

BREAKING: Super Micro Computer stock, $SMCI, falls nearly -20% after issuing weak preliminary financials.

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

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