Super Micro Becomes The Top Trending Ticker On Stocktwits, Witnesses Surge In Retail Chatter – Here’s Why

Super Micro Computer (SMCI) stock became the top-trending ticker on Stocktwits on Friday morning, witnessing a 52% jump in retail user message count on the platform in the last 24 hours after the company announced that it had begun volume shipments of Nvidia Blackwell Ultra Systems and Rack Plug-and-Play Data Center-Scale Solutions.

The shares of artificial intelligence (AI) server manufacturers were up nearly 6% before the bell on Friday after the company announced that it was now delivering high-volume Nvidia HGX B300 systems and Nvidia GB300 NVL72 in volume to customers worldwide.

Retail sentiment on Super Micro improved to ‘extremely bullish’ from ‘bullish’ territory a day ago, with message volumes at ‘high’ levels, according to data from Stocktwits.

The company stated that it was enabling turn-key, day-one operations by delivering pre-validated solutions at system, rack, and data center scales through Supermicro Data Center Building Block Solutions. It added that the complete portfolio of 10-plus stock-keeping units was now available, featuring Nvidia Blackwell and Blackwell Ultra.

Super Micro stated that Blackwell Ultra’s GB300 and B300 systems can run each GPU at up to 1400 watts, resulting in 50% better AI performance using a 4-bit format called FP4. They also come with 50% more high-speed memory than Nvidia’s earlier Blackwell chips.

A user on Stocktwits expects the stock to hit $50 on Friday.

Shares of Super Micro have gained over 44% this year and declined nearly 4% in the last 12 months. 

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