SMCI Super Micro Computer Inc

$SMCI its crazy people actually think democrats will do something different than republicans. Here in Pa Shapiro is letting data centers build all over the place. As long as dems get their kickback they will be mellow! $MU $NVDA

$SMCI I've seen this before. They slam it down after good earnings so they can accumulate. Then 3-6 days later we'll be $35+ again. Big moves coming.

$SMCI it's a real kick in the pants to see this over $34 after the call, then wake up to see it over $34 premarket, start getting realistic hopes of $40 by friday, and then see it dump 15% from premarket high into the 20s by noon. Insane.

$SMCI WARNING any stock you believe in and want to own, before you make any move check if Jane street is institutional owner and if so RUN. SMCI is trading irrational like this is because of them. Do your own dd about Jane st

$SMCI $SOXL $AMD No way Dems fully shut down the AI trade it will be a complete financial implosion for their states let alone the kick off to a massive US recession. Just let it simmer down we will see some "green shoots" before you know it

$SMCI this was taken down with the group. At some point reality hits and they realize 5 PE Great industry. Plenty of cash for growth. This is a momentum stock. Ai is the future and they build the guts. Cheaper and better and great customers. Elon SpaceX colossas is the biggest and they are the supplier.

$SMCI I hope investors realize that this company is a necessity, not an option. Otherwise, China will kick our butts in the AI race. $SPY $QQQ $AMD $MSFT

$SMCI What if Charles x mas gift is a coupon for 10% off at Golden Corral for every shareholder?

$SMCI According to Raymond James, the customer accounting for 44% of SMCI’s revenue is most likely SpaceX. The firm raised its price target on the stock to $65 from $48 and maintained an ‘Outperform’ rating,

$SMCI Idk bout the rest of the market, but im going to use my brain. There is no way SMCI decided to expand manufacturing and continually purchase land and more buildings to create more facilities solely because the dems werent in charge lol. More likely they could see the demand and decided to expand their manufacturing capabilities to accomodate for that. The "blue wave" is bullish in my opinion, Trump was being too erratic and tarrifing AI components pretty hard outside of the US, alienating allies, and increasing tensions. And the iran war it seems may finally have a way to end properly with funds being allocated elsewhere.

$SMCI ... the earnings release was outstanding. This is a $50-$60 stock. The server sell off today was bs.

$SMCI Elections are over. This company just posted great numbers and good guidance. The Ai business is not going anywhere…focus on facts

$SMCI The Dem AI slowdown narrative is all wrong. There are 4200-5000 data centers in the US currently. There are data centers in every state and it's not going to stop. Select states may pass brief temporary moritoriums on new centers, but no sane analyst thinks it will stop. There are data centers across the world. SMCI FY2026 sales mix was 30% outside the US. Not only does SMCI benefit from the massive new buildouts, but the total mass of data centers already built get refitted with new infrastructure on a short cycle due to depreciation and obsolescence. This demand has huge inertia that snowballs with each passing quarter. Token demand vastly outpaces the hardware buildout. Agentic AI scales up demand by orders of magnitude. Hyperscalers are continuing to invest incredible sums of capex. Data centers are only a portion of revenue, and any reduced capacity would simply open up more component supply to higher margin product mix.

$SMCI what exactly caused the correlated sell off at 0600 eastern today? Why did it correct, then return to $34, then completely drop. What actually happened then

$SMCI so the p.e ratio is 6… not even forward the current… tough market to invest in when a company does better and better fundamentally and growth wise and price goes down more then up

$SMCI Just went over earnings. I have to say, I am impressed. I made alot of money here years back and then stayed away as I didn't trust the CEO. It really seems like this company has turned around. Took it on the chin today because of the election results, but that will be yesterday's news soon. Given the turnaround, I have taken a position. This will be a 3-5 bagger inside of 18 months imo.

$SMCI it only gets held down because of racism. It would be $100 if it was a Jew ran company

$SMCI after assessing this, there is a high chance this will bounce 31.5 if we can hit that 32.5 is possible but I don't see it going past that unless we get stupid volume/unexpected news tomorrow or friday due to opex. I believe a relief rally is coming tomorrow though and we will see a relief reversal.

$SMCI Goldman Sachs isn’t a bank, it is just a crime syndicate purporting to be a bank and iykyk. They have tons of security breaches and fines and they will be out of business in any serious country but this is America, the most corrupt country in the world and they get to do as they please. Totally disrespectful!

$SMCI do not buy this company they did 19 billion in sales their taking it down planned attack run