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Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Cloud Memory Business Unit (CMBU), Core Data Center Business Unit (CDBU), Mobile and Client Business Unit (MCBU), and Automotive and Embedded Business Unit (AEBU). The CMBU segment focuses on memory solutions for large hyperscale cloud customers and High-Bandwidth Memory for all data center customers. The CDBU segment is involved in memory solutions for mid-tier cloud, enterprise, and OEM data center customers and storage solutions for all data center customers. The MCBU segment focuses on memory and storage solutions for the mobile and client segments. The AEBU segment is involved in memory and storage solutions for the automotive, industrial, and consumer segments. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Micron is caught in a semiconductor selloff as traders worry that calls for tighter AI regulation and scrutiny of data-center projects could slow infrastructure spending and weaken memory demand. The community is split between fears of a broader AI-trade and memory-cycle downturn and views that long-term demand remains intact and the selloff is an overreaction.

QUALCOMM, Inc. engages in developing and commercializing foundational technologies and products used in mobile devices and other wireless products. It operates through the following segments: Qualcomm CDMA Technologies (QCT), Qualcomm Technology Licensing (QTL), and Qualcomm Strategic Initiatives (QSI). The QCT segment develops and supplies integrated circuits and system software based on technologies for use in voice and data communications, networking, application processing, multimedia, and global positioning system products. The QTL segment grants licenses and provides rights to use portions of the firm's intellectual property portfolio. The QSI segment focuses on opening new or expanding opportunities for its technologies and supporting the design and introduction of new products and services for voice and data communications. The company was founded by Franklin P. Antonio, Adelia A. Coffman, Andrew Cohen, Klein Gilhousen, Irwin Mark Jacobs, Andrew J. Viterbi, and Harvey P. White in July 1985 and is headquartered in San Diego, CA.

Qualcomm, Inc.

Qualcomms earnings and outlook are prompting debate: traders cite handset weakness and rising component costs as reasons for caution, despite a revenue beat and stronger sales guidance, while the SpaceX/Starlink 5G agreement is viewed by some as a longer-term diversification opportunity. The community is split between dip buyers betting on auto, data-center and infrastructure growth and skeptics focused on near-term margin pressure and the shrinking phone business.

AppLovin Corp. engages in the development and operation of a mobile marketing platform. It offers AppDiscovery, MAX, Adjust, and SparkLabs. Its software-based platform caters to mobile application developers to improve the marketing and monetization of applications. The company was founded by Andrew Karam, John Krystynak, and Adam Foroughi in 2011 and is headquartered in Palo Alto, CA.

Applovin Corp - Ordinary Shares - Class A

Applovin Corp

AppLovins record quarterly results and stronger outlook, alongside improving AI-driven ad performance and expanded buybacks, sparked a sharp rebound after a steep decline. Bulls are celebrating the earnings-driven move and potential short squeeze, while skeptics warn that gains could fade and question whether the growth and valuation are sustainable.

Arm Holdings Plc engages in the licensing, marketing, research, and development of microprocessors, systems IP, graphics processing units, physical IP and associated systems IP, software, and tools. It operates through the following geographical segments: United Kingdom, United States, and Other Countries. The company was founded on November 12, 1990 and is headquartered in Cambridge, the United Kingdom.

Arm Holdings plc. - ADR

Arm Holdings Plc.

Arm shares sold off despite a quarterly beat, as traders focused on slower royalty growth and an outlook offering limited upside rather than strong licensing revenue. The debate is whether data-center and AI demand can translate into faster recurring royalties, or whether those growth expectations and Arms valuation leave the stock vulnerable.

ADMA Biologics, Inc. operates as a biopharmaceutical company, which is engaged in manufacturing, marketing, and developing specialty plasma-derived biologics. The firm operates through the following business segments: ADMA BioManufacturing and Plasma Collection Center. The ADMA BioManufacturing segment consists of immune globulin manufacturing and development operations. The Plasma Collection Center consists of source plasma collection facilities. The company was founded by Adam S. Grossman and Jerrold B. Grossman on June 24, 2004 and is headquartered in Ramsey, NJ.

Adma Biologics Inc

ADMA is drawing attention after strong third-quarter results, led by ASCENIV growth, and a higher adjusted earnings outlook. Traders welcomed the report and speculated that short covering could extend the rally, while others questioned whether the post-earnings gains would hold.

Sezzle, Inc. engages in the operation of a digital payment platform that enables bank-to-bank transfer of money between consumers and businesses. The company was founded by Charlie G. Youakim, Killian Brackey and Paul V. Paradis on January 4, 2016 and is headquartered in Minneapolis, MN.

Sezzle Inc.

A strong third-quarter report, higher 2026 guidance and an upbeat initial 2027 outlook have driven SEZLs sharp advance. Bulls point to continued growth and execution, while skeptics question whether 2027 growth will slow enough to pressure the valuation; short-squeeze talk is also circulating.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

Fears that election results could bring tighter AI regulation and delays to data-center construction have pressured NVIDIA and other chip stocks, with traders also questioning the sustainability of AI infrastructure spending and its financing. The community is divided between concerns that slower or more concentrated hyperscaler spending could hurt chip demand and bullish views that regulation will not stop the buildout and the selloff is a buying opportunity.

Rigel Pharmaceuticals, Inc. operates as a clinical stage biotechnology company. It discovers and develops novel, targeted drugs in the therapeutic areas of immunology, oncology and immune oncology. The firm focuses on intracellular signalling pathways and related targets that are critical to disease mechanisms. The company's products include Tavalisse, Fostamatinib and R835. Rigel Pharmaceuticals was founded by Donald G. Payan, James M. Gower, Thomas A. Raffin, Garry P. Nolan and Ronald B. Garren on June 14, 1996 and is headquartered in South San Francisco, CA.

Rigel Pharmaceuticals

Anticipation around Rigels Q3 results is driving discussion, especially estimates for the initial VEPPANU sales contribution and continued growth in its established products; traders are also watching for updated R289 data at ASH. Sentiment is largely optimistic about a beat, though some expect the stocks familiar earnings-related volatility or a sell-the-news reaction.

Immix Biopharma, Inc. operates as a biopharmaceutical company that engages in the development of therapies for cancer and inflammatory diseases. The company was founded by Ilya Rachman, Sean Senn, and Vladimir Torchilin in 2012 and is headquartered in Los Angeles, CA.

Immix Biopharma Inc

ASH 2026 abstracts have drawn attention to Immixs NXC-201 CAR-T program, including an oral presentation on relapsed/refractory AL amyloidosis and reported encouraging response and safety findings. Many traders view the clinical data and presentation slot positively, while others remain skeptical about the stocks reaction and past dilution.

Bitdeer Technologies Group engages in the cryptocurrency mining industry. It generates income through its proprietary mining datacenters. The firm handles complex processes involved in computing such as equipment procurement, transport logistics, datacenter design and construction, equipment management, and daily operations. The company was founded by Wu Jihan in December 2021 and is headquartered in Singapore.

Bitdeer Technologies Group. - Ordinary Shares - Class A

Bitdeer Technologies Holding Co

Bitdeers AI/HPC expansion and Bitcoin-mining growth are drawing attention, including its newly announced Nevada facility to manufacture Sealminer hardware. Traders are split between optimism about its data-center contracts and vertical integration and concern that dilution, debt, and weak share performance are overshadowing the companys developments.

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SMCI Stock Near 3-Month Low: Super Micro’s Earnings Beat Fails To Ease Analyst Concerns Over Margins

Shares are selling off despite a strong quarterly beat and raised outlook, as traders focus on margin compression, cash-flow concerns and reliance on a major customer. Bulls call the drop disconnected from the results, while others point to broader AI-server weakness and speculate that election-related data-center uncertainty is weighing on the sector.

The decline appears tied to investors discounting the earnings beat amid margin concerns: gross margin fell to 12.7% from 17.6% the prior quarter, while one customer accounted for 44% of Q1 revenue. Election-related concerns about tighter data-center regulation also weighed on AI infrastructure stocks.

SMCI Stock Near 3-Month Low: Super Micro’s Earnings Beat Fails To Ease Analyst Concerns Over Margins 

Equity

Super Micro raised its full-year forecast, but analysts have flagged its reliance on one buyer and thinner profit margins.


SMCI Q1 Earnings Beat on Large AI Deployments, Outlook Raised

Super Micro Computer's Q1 earnings soar on large AI deployments, boosting margins and prompting a higher fiscal 2027 revenue forecast.

SMCI Q1 Earnings Call Highlights AI Growth and Margin Pressures

Super Micro Computer raises its fiscal 2027 revenue outlook to $72B-$82B as AI infrastructure demand accelerates, but margin pressures and supply constraints pose challenges.

NVT Stock Declines 6% Post Q3 Results: Should You Buy, Sell or Hold?

nVent Electric shares fall 6.1% after Q3 results amid slowing growth and rising costs, but AI data center demand and raised guidance support its outlook.

Super Micro's AI Business Is Booming, but One Customer Accounts for Stunning 44% of Sale

Super Micro Computer (SMCI) jumped 8% premarket after tripling Q1 revenue to $19.9B and raising its fiscal 2027 outlook to up to $82B.read more...

US Stock Futures Rise As Democrats Make Midterm Gains — AMD, SMCI, PLTR, SPCX, DJT In Focus

Oil prices also edged higher as markets awaited Washington’s next move in the war in Iran.

Dow, S&P 500, Nasdaq Futures Fall As Markets Weigh A Potential Democratic Sweep In Midterms: DJT, AMD, SMCI, SOXL In Focus

Early vote counts indicated that the Democrats are headed for majority control in the House as well as the Senate in the 2026 U.S. midterm elections.

AMD, Super Micro Computer, Arista Networks, Astera Labs and Nvidia: Why These 5 Stocks Are on Investors' Radars Today

Major U.S. indices closed mixed on Tuesday, with the Dow Jones Industrial Average falling 0.38% to 51,786.72.read more...

Super Micro’s Q1 Revenue Nearly Quadruples To $20B On Surging AI Server Demand 

Relentless enterprise demand for data center infrastructure and artificial intelligence hardware drove revenue higher. 


Super Micro Computer Q1 2027 Earnings Call Transcript

Super Micro Computer (NASDAQ:SMCI) reported first-quarter financial results on Tuesday. The transcript from the company's first-quarter earnings call has been provided below.This transcript is brought to you by Benzingaread more...

$SMCI Q1 &#39;27 Earnings Results &amp; Recap

• Reported GAAP EPS of $1.81 up 417.14% YoY
• Reported revenue of $19.95B up 297.50% YoY
• Super Micro Computer expects Q2 FY2027 net sales of $19.5B to $21.5B, GAAP diluted EPS of $1.59 to $1.83, and non-GAAP diluted EPS of $1.66 to $1.90.

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Super Micro Computer Inc

 Q1 '27 Earnings Results & Recap

• Reported GAAP EPS of $1.81 up 417.14% YoY
• Reported revenue of $19.95B up 297.50% YoY
• Super Micro Computer expects Q2 FY2027 net sales of $19.5B to $21.5B, GAAP diluted EPS of $1.59 to $1.83, and non-GAAP diluted EPS of $1.66 to $1.90.

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Stocktwits Earnings

• Reported GAAP EPS of $1.81 up 417.14% YoY
• Reported revenue of $19.95B up 297.50% YoY
• Super Micro Computer expects Q2 FY2027 net sales of $19.5B to $21.5B, GAAP diluted EPS of $1.59 to $1.83, and non-GAAP diluted EPS of $1.66 to $1.90.

Super Micro Computers gross margin was 12.7%, versus 17.5% in Q4'26, and operating cash use was $434M; its filing says its customer base may become more concentrated and sales may become less predictable.

Super Micro Computer reported record Q1 FY2027 revenue of $19.9B; non-GAAP gross margin was 12.8% versus 9.5% and diluted EPS $1.81 versus $0.35 in Q1'26; DCBBS, partnerships and global production capacity featured.

Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Extremely Bullish Sentiment

<ul class="summary-bullets"><li>According to Raymond James, the customer accounting for 44% of SMCI’s revenue is most likely SpaceX.</li><li>The firm raised its price target on the stock to $65 from $48 and maintained an ‘Outperform’ rating,&nbsp;</li><li>Bank of America maintained an ‘Underperform’ rating despite raising its price target, while Mizuho cut its target and kept a ‘Neutral’ rating.</li></ul>SuperMicro (SMCI) shares dipped to near a three-month low in morning trade on Wednesday, with analysts flagging the company’s dependence on a single customer.Raymond James raised its price target on the stock to $65 from $48 and maintained an ‘Outperform’ rating, according to a research note cited by TheFly. The firm said Super Micro's latest results and higher full-year forecast were encouraging, but noted that gross margins faced pressure with one customer accounting for 44% of sales.According to Raymond James, the customer was most likely SpaceX (SPCX), though Super Micro did not publicly identify it. Customer prepayments covered most of the company's working capital needs, helping ease concerns about cash flow, the firm added.<a href="https://stocktwits.com/symbol/SMCI">SMCI stock</a> rose as much as 10% after hours on Tuesday, before paring gains in pre-market trade. At the time of writing, the shares were down 4%, hitting lows last seen in early August.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20261104_111554896_eac44d7e7a.png" alt="koyfin_20261104_111554896.png" width="2400" height="1240"><figcaption>SMCI stock price performance year-to-date on November 4 as of 11:00 a.m. ET | Source: Koyfin</figcaption></figure><h2 class="st-heading-2">SpaceX Link Puts Super Micro’s Customer Concentration In Focus</h2>SpaceX merged with Elon Musk's AI company xAI in February. A few months later, in June, Super Micro CEO Charles Liang&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/charlesliang/status/2065448471960989893?lang=en">posted</a> on X that the company was “proud to co-build another new Gigawatt AI datacenter for SpaceX and XAI within a year.”&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/image_46_269e14e1a0.png" alt="image (46).png" width="918" height="888"><figcaption>Source: @charlesliang/X</figcaption></figure>While Super Micro has not officially identified the customer, the post offers a potential clue to Raymond James' assessment.The unnamed customer accounted for 44% of Super Micro's revenue in its first quarter (Q1) results, up from 28% for the full previous fiscal year, Chief Financial Officer Mark Long said on the company's earnings call Tuesday.&nbsp;Long said concentration “at this level is a consequence of the scale at which AI infrastructure is now being built.” He added that he expected it to “stay elevated while these buildouts run.”<h2 class="st-heading-2">AI Demand Drives Revenue Higher, But Margins Contract</h2>Super Micro reported revenue of $19.9 billion in Q1, beating analysts' estimates of $16.26 billion, according to Koyfin. Earnings came in at $1.81 a share, compared with forecasts of $1.23.The company also raised its revenue forecast for the fiscal year ending June 2027 to $72 billion to $82 billion, from a previous range of $65 billion to $72 billion.Gross margin fell to 12.7% from 17.6% in the prior quarter. Long attributed the decline to a shift toward AI products, which accounted for 71% of revenue, up from 59%.<h2 class="st-heading-2">Analysts Remain Divided On Super Micro’s Margin Outlook</h2>Bank of America (BofA) also raised its target on SMCI to $39 from $38 but kept an ‘Underperform’ rating.&nbsp;The firm said there were “several positives” from the earnings call but said it remains cautious on margins because of competition in AI servers, rising component costs and spending on engineering support and services.Meanwhile, Mizuho cut its target to $36 from $43 and kept a ‘Neutral’ rating.<h2 class="st-heading-2">How Is Retail Feeling About SMCI Stock?</h2>SMCI stock was among the top trending tickers on Stocktwits at the time of writing. Retail sentiment around the shares shifted to ‘extremely bullish’ from ‘bullish’ over the past day, and chatter jumped to ‘high’ from ‘normal’ levels. Platform data showed an almost 200% increase in message volume in the last 24 hours.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/image_1_3_bb9ff6ba26.png" alt="image (1) (3).png" width="1264" height="696"><figcaption>SMCI retail sentiment on November 4 as of 11:00 a.m. ET | Source: Stocktwits</figcaption></figure>Most retail traders viewed the earnings and guidance positively despite the stock's decline. Some said the results were overshadowed by short-term political developments ahead of the midterm elections.&nbsp;<stembedurl>https://stocktwits.com/Steezbeez/message/668147590</stembedurl><stembedurl>https://stocktwits.com/GPUS/message/668142469</stembedurl>SMCI stock has fallen around 3% year-to-date and is down 36% over the past 12 months.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/qualcomm-space-x-team-up-to-build-starlink-cell-network-deal-could-lay-the-foundation-for-ai-native-6-g-says-executive/cNGLhJYR93Z">Qualcomm, SpaceX Team Up To Build Starlink Cell Network: Deal Could ‘Lay The Foundation For AI-Native 6G,’ Says Executive</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

A logo of Supermicro, American Total IT Solution Provider for Cloud, AI/ML, Storage, and 5G/Edge seen at COMPUTEX 2023 in Taipei. (Photo by Walid Berrazeg/SOPA Images/LightRocket via Getty Images)

SuperMicro (SMCI) shares dipped to near a three-month low in morning trade on Wednesday, with analysts flagging the company’s dependence on a single customer.

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Super Micro Computer ($SMCI) stock is higher by more than 20% after the company disclosed a record $60 billion order backlog and raised its margin outlook for the fiscal fourth quarter, citing new business with SpaceX. Are you buying $SMCI on the news? Vote and explain your reasoning in the comments.

Super Micro Computer ($SMCI) stock is surging after the company disclosed a record $60 billion order backlog and raised its margin guidance for the June quarter. Are you buying on the news?

) stock is surging after the company disclosed a record $60 billion order backlog and raised its margin guidance for the June quarter. Are you buying on the news?

Stocktwits Polls

Traders are intensely focused on compressing gross margins and the disconnect between record-breaking revenue growth and stagnant price action.

Investors express frustration over alleged market manipulation and coordinated short-selling attacks following recent political shifts impacting the AI trade.

Bulls are rallying behind new analyst reports suggesting a major revenue partnership with SpaceX is the key long-term catalyst.

With the market cap currently trailing quarterly revenue, bargain hunters are aggressively debating loading up at sub-$25 price targets.

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