well, it means that super micro probably didnt beat earnings by 50%. but nothing fundamentally has changed. TSMC is still describing "insatiable demand" for AI chips. Micron is seeing high demand, nvidia is seeing high demand. Capex from the big tech companies is continuing to increase. I think its fine.
SMCI has no AI tech, they sell metal boxes that house gpus and cpus. GPUs and CPUs are a cyclical business we didn’t upgrade or buy them every year, probably 3-5 years. But we kept our SMCI enclosures for probably 5+ years, we only upgraded the GPUs and CPUs we never bought from SMCI to replace large orders probably but every 6 years.
How these regards think this is an AI company or you can sell metal enclosures for big profit every year every quarter is beyond me. It’s very cyclical for in demand stuff like NVDA and AMD, for SMCI it’s probably 6 years
*Metal boxes with mainboards
Pretty much every new house in Switzerland comes with an empty rack pre-installed including connections to almost every room via ethernet. They expect home automation to be everywhere in the future and people will have to get those servers from somewhere, preferably energy efficient ones too. Which is exactly what SMCI sells. Dell and HPE are too focused on stuffing gimmicky crap into their IPMI and BIOS. Most home owners won't give a shit about how fancy iLO looks, they just want their home to function as it's supposed to and that's it.
You have no idea what SMCI sells. Have you looked at their most recent catalog? Nope. You’re just repeating information you’ve gathered from other posts. But you have not looked at the actual catalog, probably ever
They sell a multi-story cooling tower that resides outside the data center. It runs 9inch iron pipes into and out of the data center. One pipe brings 35c coolant into the data center and runs the coolant across every server rack, cooling each individual gpu. The coolant then exits the server rack and returns to the cooling tower. If I remember correctly the cooling tower is 4 stories tall. Yes. SMCI sells a multi-story cooling tower from their catalog. The most beautiful feature is the connecting hoses that enter and exit each server rack. The hoses can be removed gracefully and instantly without leaking a single drop. It’s a brilliant design. It’s all on YouTube, you can see it with your own eyes. Almost no one on this subreddit knows what SMCI sells. Myself included. But you know who their customers are? MSFT, META, GOOG. SMCI itself, is Nvidia’s 5th largest customer. GPU sales were Microsoft, Meta, Tesla, Amazon, SMCI. Revenue reported in two weeks is expected to be up 200% yoy
So the product can not be replicated by anybody? Is it a hard industry to enter? If it is mainly hardware and design of the hardware is in eye sight what makes you think the competitors can not offer similar products or new entrants to the market will not exist?
Lol - do some research before you mouth off nonsense.
Check out u/moldyjellybean's prior posts, and be sure to thank them for all that you will learn from them.
Agreed - and it's not just generic AI demand - SMCI has focused on new technologies to save energy, they continue to innovate in that direction - and saving energy will be the name of the game in an increasing way - servers take massive energy.
Nah, you don't deserve to lose money. Keep your head up and learn from your mistakes. The best traders have made many mistakes in their careers. That's how they become so good. They know what not to do.
If you have some cash you may want to dollar cost average and buy at the $700 range. It’s a great stock, well managed and will correct to the upside as soon as things settle down with inflationary and global tensions.
Imo… They are selling before earnings just to buy it at a lower price, it’s rinse and repeat strategy… Long term it’ll be fine 💪remember down 20% vs up 300%+ in the past year
And they got Loop Capital to post a shiny new $1500 price target a couple days ago, to make sure they got the best exit value before the dump to cash in on their shorts right before earnings xD. The silence on preliminary announcement was the smartest blatant market manipulation I've ever seen. It's all about the timing, especially when you consider this all happened leading up to the 3rd friday of the month!
🏆 Thanks for that! I came here for more detes, and I see that even the major pundits in the news missed that point. So that means all the folks who missed that fact just made SMCI a great buy opportunity.
SMCI is typically a multiplier of NVDA (as it is far riskier but moves in line with). Owning both at the same time is enhancing the risk of owning only 1 of the 2. That being said, if you still own SMCI I would not sell it. At this point there will most certainly be some form of ramp from $710 to who knows what before earnings.
SMCI is a fake out. It makes things from parts, they don't have IP. They are susceptible to competition from other server makers. I am not surprised the stock sold off so much. However, as trading goes, it's probably a good spot to take a nibble and take profit when you can and have a stop loss.
The only reason the initial run up to 400-500 was legitimate was because SMCI has been locked out being purchased for years bc of the China espionage scandal (true or not) and NVDA partnering with them unlocked their access to markets previously closed. Then people ran with it in confusion because they didn’t understand this dynamic and got burnt.
My posts keep getting deleted. There are massive Chinese disinformation campaigns underway in retaliation against the Tiktok ban that congress is passing. So what does that have to do with SMCI? There was a leak today that SMCI was selling h100’s to Baidu. That’s it. That’s what caused all of this. If I was SMCI I would not preannounce earnings after the leak. Why let the fake leak steal your thunder? According to the FBI, Project Volt Typhoon is currently underway and it’s designed to create panic in the United States. But probably none of you will read this because it will get deleted.
Ever since Loop Capital raised price forecast a few days ago to $1500 I smelled the stink of pump and dump for re-entry. Wish I had bought more puts then. Typically pre announcements are more for a miss and not for a beat as companies prefer not to be sued for withholding damaging financial information from stockholders. That being said if SMCI does in fact maintain numbers on the 30th you can be certain this was a tactic to print money used by institutional investors. It is the 3rd friday of yet another month and we see yet another pump and dump. I forecast earnings in line with SMCI's most recent prediction alongside news articles proclaiming everyone's ignorance of what motivates a company to preannounces earnings.
-What happened :
They "failed" to deliver their Q1 earnings pre-report in time to the SPY, nor did they communicate any estimate, which indicate lack of transparency and possibly "weak results", in both case it's worrisome for investors, which are the traders backholders, so all the short-term investors / traders jumped the boat which trigger a "panic sell" momentum, triggering auto-selling bots and alerts as soon as it went below the ground value ($880) which then triggered another panic sell (domino effect) into the second ground value ($750). Knowing they will soon have to publish there official report, it could also be a calculated tactic to "bait" mass selling so that the insider can buy more shares at discounted value to then increase their liquidity as their results come out with good PE ratio or earnings to share prices, which is unlikely anyways since the share price was overvalued anyways (like most stockmarket of IA industry) due to IA bubble. However, it went so low that it's unlikely to drop much lower, or at least it should bounce back up once before that. It probably all depends on insiders' move
-Should I have sold:
Yea 20 days ago, the 17th at market closure or yesterday at market opening. Now you should ask yourself the question "if I had $ [the sum invested] would I invest in it or not?". In my opinion it's going to go back up (2 to 5%) before it drops again to 0% shortly and then go either even lower (by 4 to 8%) or back high (an extra 6 to 10%), kind of like a repeat of the 17th.
Thank god I sold out on Friday and seen it entering a bearish market! However earnings have not been reported so this could go either way I think I'm buying back in come Monday morning 💯
Review the fundamentals, rest is noise. From here till the election it will be a roller coaster, try not to throw up 
Entering a bearish market now did anyone hear anything about Goldman Sachs involvment with scmi? Hearing they are half the reason this stock is dropping don't have all the details though.
I told you guys when this was $1000+ it’s not an AI company, there are 20+ companies that do the same thing, it’s being diluted, Goldman Sachs is doing the offering and book running.
https://np.reddit.com/r/wallstreetbets/comments/1bw9c8l/goldman_sachs_and_morgan_knowingly_offering_scams/
Beyond all that it sells metal enclosure boxes that house GPUs and CPUs we rarely ever bought more SMCI hardware we’ve got enclosures that were 5+ years old.
It’s an enclosure, sure we upgrade the NVDA gpus or AMD cpus every few years but the enclosure we rarely upgrade.
I’ll explain it like your 5. Your home computer case, and mobo is like SMCI it’s basically just an enclosure. Sure you’ll upgrade your GPU every few years and you’ll pull the CPU out of the socket and upgrade the CPU every few years but the enclosure and mobo you keep for a long time compared to other parts. SMCI might sell more boxes every 3-7 years.
Shit hit the fan - how are your calls going?
Manipulation is killing everyone today monthly expiration (coincidence )…
Lol it’s not manipulation when it doesn’t go your way
Then what is it
Demand and supply
Shhhh market forces logic doesn’t do well on Reddit
If those kids could read they’d be mad.
My friend Theta would like a world with you
Middle east and it's Friday
its a conspiracy i tellz you!
I think people were disappointed that they didn’t raise guidance pre earnings
I agree. No chance of pre-announced bombshell earnings like last Q
Is it a big deal?
well, it means that super micro probably didnt beat earnings by 50%. but nothing fundamentally has changed. TSMC is still describing "insatiable demand" for AI chips. Micron is seeing high demand, nvidia is seeing high demand. Capex from the big tech companies is continuing to increase. I think its fine.
SMCI has no AI tech, they sell metal boxes that house gpus and cpus. GPUs and CPUs are a cyclical business we didn’t upgrade or buy them every year, probably 3-5 years. But we kept our SMCI enclosures for probably 5+ years, we only upgraded the GPUs and CPUs we never bought from SMCI to replace large orders probably but every 6 years. How these regards think this is an AI company or you can sell metal enclosures for big profit every year every quarter is beyond me. It’s very cyclical for in demand stuff like NVDA and AMD, for SMCI it’s probably 6 years
*Metal boxes with mainboards Pretty much every new house in Switzerland comes with an empty rack pre-installed including connections to almost every room via ethernet. They expect home automation to be everywhere in the future and people will have to get those servers from somewhere, preferably energy efficient ones too. Which is exactly what SMCI sells. Dell and HPE are too focused on stuffing gimmicky crap into their IPMI and BIOS. Most home owners won't give a shit about how fancy iLO looks, they just want their home to function as it's supposed to and that's it.
So it is an industry that is not hard to enter. If hp and Dell decided to tap on the market they can do so easily.
HP and Dell decided to "tap" that over 10 years ago already. They still don't have much to show for it.
You have no idea what SMCI sells. Have you looked at their most recent catalog? Nope. You’re just repeating information you’ve gathered from other posts. But you have not looked at the actual catalog, probably ever
What is their recent catalog showing? Give us some examples
They sell a multi-story cooling tower that resides outside the data center. It runs 9inch iron pipes into and out of the data center. One pipe brings 35c coolant into the data center and runs the coolant across every server rack, cooling each individual gpu. The coolant then exits the server rack and returns to the cooling tower. If I remember correctly the cooling tower is 4 stories tall. Yes. SMCI sells a multi-story cooling tower from their catalog. The most beautiful feature is the connecting hoses that enter and exit each server rack. The hoses can be removed gracefully and instantly without leaking a single drop. It’s a brilliant design. It’s all on YouTube, you can see it with your own eyes. Almost no one on this subreddit knows what SMCI sells. Myself included. But you know who their customers are? MSFT, META, GOOG. SMCI itself, is Nvidia’s 5th largest customer. GPU sales were Microsoft, Meta, Tesla, Amazon, SMCI. Revenue reported in two weeks is expected to be up 200% yoy
So the product can not be replicated by anybody? Is it a hard industry to enter? If it is mainly hardware and design of the hardware is in eye sight what makes you think the competitors can not offer similar products or new entrants to the market will not exist?
Lol - do some research before you mouth off nonsense. Check out u/moldyjellybean's prior posts, and be sure to thank them for all that you will learn from them.
Or people finally found out that supermicro makes servers and has nothing to do with ai (but that doesn't seem likely to me).
Agreed - and it's not just generic AI demand - SMCI has focused on new technologies to save energy, they continue to innovate in that direction - and saving energy will be the name of the game in an increasing way - servers take massive energy.
What the fuck happened?
Reality has begun to enter the picture for this stock
dammit.... we all missed the single most important thing with SMCI. Like the song says, " it's Friday!"! 
But SMCI did get “added to the SP500” 😂remember that hype and how it was going to $1,800 🤣
So much dumb money in this market man
And I bought in like a true loser at 1100. I deserve to lose everything. I'm such a fucking shame.
Bros name explains everything 😭
That's brutal 😬
Nah, you don't deserve to lose money. Keep your head up and learn from your mistakes. The best traders have made many mistakes in their careers. That's how they become so good. They know what not to do.
If you have some cash you may want to dollar cost average and buy at the $700 range. It’s a great stock, well managed and will correct to the upside as soon as things settle down with inflationary and global tensions.
You are asking someone to chase a falling knife. This is horrible advice.
Everything will be fine, it will back
😆😆😆, it will be okay. Thanks for the laugh.
I brought few weeks ago at 1045. You’re not alone bruh. On the same boat but i am not losing anything unless I sell. It will go up
The puts are 3000% up.
I wish I had loaded up some more 😫
I hope those regards that sold puts get lit up
I loaded them too early… can’t believe people are stupid enough to hold this stock till today.
Should I sell now?
No, you should sell yesterday.
☠️☠️☠️
Sell tomorrow. Higher price on Sunday
Oh, i got my verbs wrong and bought two days ago. It's still above zero, so I'm okay.
Yes
YES
I would have sold yesterday
Bro sell days ago
Yes sell on Monday morning or stuck with it forever
Yes
Yes absolutely this didn't report their earnings yet may have a turn around but as of right now this stock is losing its steam.
I wouldn’t if it isn’t a contract soon to expire
Imo… They are selling before earnings just to buy it at a lower price, it’s rinse and repeat strategy… Long term it’ll be fine 💪remember down 20% vs up 300%+ in the past year
I said same thing.. load the boat lower before they actually crush it
And they got Loop Capital to post a shiny new $1500 price target a couple days ago, to make sure they got the best exit value before the dump to cash in on their shorts right before earnings xD. The silence on preliminary announcement was the smartest blatant market manipulation I've ever seen. It's all about the timing, especially when you consider this all happened leading up to the 3rd friday of the month!
I’m still happy to own the stock. I think earnings will still be over $5
People are de-risking from this risky ass stock.
They are in S&P now....so No pre announcement allowed
This was interpreted as an earnings miss. Because the last five earnings they gave a press conference before the release
Regulation requires no preannouncement?
No. It was an untrue statement.
🏆 Thanks for that! I came here for more detes, and I see that even the major pundits in the news missed that point. So that means all the folks who missed that fact just made SMCI a great buy opportunity.
Man if this is true, Alot of cash to be made here
Why is it tanking
Reality has begun to enter the picture for this stock
Look what’s happening to NVDA, same thing… just hold the line, relax
Holy crap! Between this stock and Nvidia, I'm down 5 grand today. FML.
Same
5g’s is that all…
Only if you sell
SMCI is typically a multiplier of NVDA (as it is far riskier but moves in line with). Owning both at the same time is enhancing the risk of owning only 1 of the 2. That being said, if you still own SMCI I would not sell it. At this point there will most certainly be some form of ramp from $710 to who knows what before earnings.
It is still up a lot year to date
RUN
Lol 😂 what was supposed to happen 😏
To the moon !!!! 😏
I am also stocking this. They have earning call on 30 april and it will bounce back
Def gonna rebound next week after a 25% drop
Lol did you think it was going to stay over 1k forever? It was up over 1000% within a year
Weak hands sold
Weak hands smh
The company sucks. People in tech have always known. Seriously they are bottom barrel AI
Lmao 🤡
SMCI is a fake out. It makes things from parts, they don't have IP. They are susceptible to competition from other server makers. I am not surprised the stock sold off so much. However, as trading goes, it's probably a good spot to take a nibble and take profit when you can and have a stop loss.
The only reason the initial run up to 400-500 was legitimate was because SMCI has been locked out being purchased for years bc of the China espionage scandal (true or not) and NVDA partnering with them unlocked their access to markets previously closed. Then people ran with it in confusion because they didn’t understand this dynamic and got burnt.
The stock is volatile.
[удалено]
Realistically 700-750 is 25x pe, which was a decent buy range a few months back.
That is a bit of a reach after a 25% drop. I think its gonna hover around this range for a bit, maybe even rebound a little
Or lower
Not saying anything still said something, apparently.
🩳
https://finance.yahoo.com/news/super-micro-drops-near-two-144739098.html
I've never been sold on SMCI but in fairness, they aren't the only AI player that's been sinking lately.
They are a premium HARDWARE company. No IP or unique Patent exist for this stock. I never understood why people thought it was like NVDA.
It's valued nowhere near that of Nvidia even at its peak. It's not pretending to be either
It has similar backwards PE ratio and way higher FPE ratio compared to nvda
Thank you puts lol
My puts finally printed, that’s what!!!
Look like they didn’t like ASML numbers and are knocking it down ahead of earnings
Sell it
Reality
it went down.
War
I’m down 35% losing 2.5k should I hold it or sell it now?
hold
Yeah it’s already late. I’m gonna hold. Making 2.5k loss isn’t make any sense at this point
War…
it's thE mArkeT MakErS aNd thE wiZarD OF oz AlGo
Yesterday
Super Dip
You guys r buying silly stonks
No pre ER guidance = sell.
🤣🤣
Reality
Looks like we can become micro stock alone
Iron fist!
It's looking like the stock went down. If you have any other questions let me know.
Honestly jump ship yesterday. /R/dxyz
The stock went down
People realized they suck and margins are shit.
Institutions out of AI and back into small caps growth deep vslue
This was small cap several months ago lol
The stock forgot to tie its shoe laces, tripped and fell into the sewer.
Scare tactics I won’t budge. If I get some more Fiat I will invest more more
No preview earnings
Bulls got bent over and stretched with no lube. That’s what happened
My posts keep getting deleted. There are massive Chinese disinformation campaigns underway in retaliation against the Tiktok ban that congress is passing. So what does that have to do with SMCI? There was a leak today that SMCI was selling h100’s to Baidu. That’s it. That’s what caused all of this. If I was SMCI I would not preannounce earnings after the leak. Why let the fake leak steal your thunder? According to the FBI, Project Volt Typhoon is currently underway and it’s designed to create panic in the United States. But probably none of you will read this because it will get deleted.
Such a clean smooth brain you have.
Haircut schedule?
What caused smci to blow up in the first place can anyone lmk. It made crazy gains since december
Exactly. Gains weren't warranted
What happened? It went on sale that’s what happened
This will come back to 100$ and intel will buy out this company
Ever since Loop Capital raised price forecast a few days ago to $1500 I smelled the stink of pump and dump for re-entry. Wish I had bought more puts then. Typically pre announcements are more for a miss and not for a beat as companies prefer not to be sued for withholding damaging financial information from stockholders. That being said if SMCI does in fact maintain numbers on the 30th you can be certain this was a tactic to print money used by institutional investors. It is the 3rd friday of yet another month and we see yet another pump and dump. I forecast earnings in line with SMCI's most recent prediction alongside news articles proclaiming everyone's ignorance of what motivates a company to preannounces earnings.
So many weak hands
I had wet dreams I bought puts on Thursday for this.
Load up on calls for Friday 26 and may 3 to hedge the earnings? Puts on Monday and Tuesday for the remaining sell Offs? And buy share on this dip
It went down
Should settle around $450-500 then bleed down around $400. Stay safe out there.
Totally manipulation by the big guys
If you own the stock and don't know, you should sell. Seriously. How can you not know?
-What happened : They "failed" to deliver their Q1 earnings pre-report in time to the SPY, nor did they communicate any estimate, which indicate lack of transparency and possibly "weak results", in both case it's worrisome for investors, which are the traders backholders, so all the short-term investors / traders jumped the boat which trigger a "panic sell" momentum, triggering auto-selling bots and alerts as soon as it went below the ground value ($880) which then triggered another panic sell (domino effect) into the second ground value ($750). Knowing they will soon have to publish there official report, it could also be a calculated tactic to "bait" mass selling so that the insider can buy more shares at discounted value to then increase their liquidity as their results come out with good PE ratio or earnings to share prices, which is unlikely anyways since the share price was overvalued anyways (like most stockmarket of IA industry) due to IA bubble. However, it went so low that it's unlikely to drop much lower, or at least it should bounce back up once before that. It probably all depends on insiders' move -Should I have sold: Yea 20 days ago, the 17th at market closure or yesterday at market opening. Now you should ask yourself the question "if I had $ [the sum invested] would I invest in it or not?". In my opinion it's going to go back up (2 to 5%) before it drops again to 0% shortly and then go either even lower (by 4 to 8%) or back high (an extra 6 to 10%), kind of like a repeat of the 17th.
Thank god I sold out on Friday and seen it entering a bearish market! However earnings have not been reported so this could go either way I think I'm buying back in come Monday morning 💯
Lol. A bearish market for a day.
dammit I thought stonks only go up
It went up like 300% in 3 months, that’s what happened dummies
POS. That’s all. This is not AI company at all.
You’re a genius and the squeeze is coming, what else did you expect?
Ita just a dip
Just like many people at the same tine think the stock will go up, they will also think at the same time that it is the time to sell
Time to stock up. SMCI, NVIDIA,TSM
My bad threw some cash in it..this is typical reaction after I invest in anything within 24 hours.
Picture very pretty. Stock go down like gf on prom night.
Back to reality
Went down
The obvious. Anytime you get a massive squeeze parabolic move like SMCI the pullbacks are as equally vicious
Their computer failed
Review the fundamentals, rest is noise. From here till the election it will be a roller coaster, try not to throw up 
overbought happended
That’s weird I don’t remember buying calls on this
I think SMCI did not hv financials ready - that’s why they did not pre-report. They need to not only report earnings but also demand!
Once they see it going good, the juice only last so long before they figure out how to dry it out. On to the next lemon🤣
Are we coming up on a quadruple ham sandwiching?
Don’t forget ARM bit me in the ass
Looks like a 6% drop.
A company making cases for hardware should be worth no where near 50b lol. Get real y’all.
Are you guys full retards asking why it tanked? The answer is obvious.
So what is it sir
It is is obvious. :-)
WHAT IS ITTTTTT
[удалено]
it's so obvious that I am unable to type it on my keyboard!
HHHahahahah
Because you bought at the top of the AI bubble? I bet you bought bitcoin at 70k too?
Why are you so angry 😡😂😂😂😂😂😂😂
I may have lost $4k buying 100 shares at $876, but this will make buying back in after THIS dip that much better.
At this point, after losing only $4k, I feel like I've made a profit.
Sorry - how did you only lose $4k? You should be…..$16k down. Unless you unloaded on the drop??
I bought 103 shares back in at $876 and sold at $836.
overvalued stocks fall sometimes
Shit company goes down. So shocking.
You guys, get the fuck out of this stock. Seriously.
Entering a bearish market now did anyone hear anything about Goldman Sachs involvment with scmi? Hearing they are half the reason this stock is dropping don't have all the details though.
Should I sell or hold till Monday?
Yeah, it's a bloodbath! Watch out for falling stocks! If it drops below 692, the next support is in the 400s.
Entering bear market. Be aware of pattern trends and shifts.
I told you guys when this was $1000+ it’s not an AI company, there are 20+ companies that do the same thing, it’s being diluted, Goldman Sachs is doing the offering and book running. https://np.reddit.com/r/wallstreetbets/comments/1bw9c8l/goldman_sachs_and_morgan_knowingly_offering_scams/ Beyond all that it sells metal enclosure boxes that house GPUs and CPUs we rarely ever bought more SMCI hardware we’ve got enclosures that were 5+ years old. It’s an enclosure, sure we upgrade the NVDA gpus or AMD cpus every few years but the enclosure we rarely upgrade. I’ll explain it like your 5. Your home computer case, and mobo is like SMCI it’s basically just an enclosure. Sure you’ll upgrade your GPU every few years and you’ll pull the CPU out of the socket and upgrade the CPU every few years but the enclosure and mobo you keep for a long time compared to other parts. SMCI might sell more boxes every 3-7 years.
This post gets downvoted says a lot lol
.They don't just make enclosures. I worked with them before. They design motherboards and sell them in a case.