#smci — Public Fediverse posts
Live and recent posts from across the Fediverse tagged #smci, aggregated by home.social.
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Super Micro Computer: Navigating Shifting Market Currents
Super Micro Computer (SMCI) leaves Nasdaq-100 and faces tough competition in AI servers. See how this affects the company and investors.
#SMCI, #Nasdaq100, #AIServers, #TechStocks, #MarketNews
https://newsletter.tf/super-micro-computer-nasdaq-100-ai-server-competition/
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Super Micro Computer (SMCI) was removed from the Nasdaq-100 index. The company is also facing strong competition in the AI server market.
#SMCI, #Nasdaq100, #AIServers, #TechStocks, #MarketNews
https://newsletter.tf/super-micro-computer-nasdaq-100-ai-server-competition/ -
$SMCI is a very dodgy shitco to be clear but this kind of stuff cracks me up
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SMCI: street upside is still wider than the casual take.
Data: Price $22.05; NeuroScore 0.63/1.00; Street tgt +56.6%
Thesis: street upside is still wider than the casual take
Risk: Base / Oper Margin Lq (-0.008); fresh 49m conf 0.75.
NeuroScore runs 0-1 (higher = stronger composite setup, 30d view).
#SMCI #Sentiment -
走私晶片到中國被捕原因解開 只因中國商人拍片挑釁侵侵 露出 Supermicro 包裝致命
美超微電腦（Super Micro Computer，SMCI）共同創辦人廖益賢於 2026 年 3 月 19 […]
#人工智能 #AI 晶片 #NVIDIA #SMCI
https://unwire.hk/2026/03/23/smci-nvidia-gpu-china-smuggling-liaw-arrested/ai/?utm_source=rss&utm_medium=rss&utm_campaign=smci-nvidia-gpu-china-smuggling-liaw-arrested -
走私晶片到中國被捕原因解開 只因中國商人拍片挑釁侵侵 露出 Supermicro 包裝致命
美超微電腦（Super Micro Computer，SMCI）共同創辦人廖益賢於 2026 年 3 月 19 […]
#人工智能 #AI 晶片 #NVIDIA #SMCI
https://unwire.hk/2026/03/23/smci-nvidia-gpu-china-smuggling-liaw-arrested/ai/?utm_source=rss&utm_medium=rss&utm_campaign=smci-nvidia-gpu-china-smuggling-liaw-arrested -
走私晶片到中國被捕原因解開 只因中國商人拍片挑釁侵侵 露出 Supermicro 包裝致命
美超微電腦（Super Micro Computer，SMCI）共同創辦人廖益賢於 2026 年 3 月 19 […]
#人工智能 #AI 晶片 #NVIDIA #SMCI
https://unwire.hk/2026/03/23/smci-nvidia-gpu-china-smuggling-liaw-arrested/ai/?utm_source=rss&utm_medium=rss&utm_campaign=smci-nvidia-gpu-china-smuggling-liaw-arrested -
https://www.tkhunt.com/2234757/ 【弱気派総ドテン】日経平均6万8000円へ「踏み上げ相場」／自民圧勝で「高市版TACO」はある？／為替介入「159円」が日本株の買い場／AI・レアアース関連の注目銘柄《木野内栄治のマーケット解説》 #AI #investment #NEWS #Nvidia #openai #rakumachi #SMCI #TSMC #お金 #キャッシュフロー #サラリーマン #ニュース #ブラックウェル #マンション #らくまち #レートチェック #不動産 #不動産投資 #中道改革連合 #中革連 #会社員 #入門 #円安 #初心者 #半導体 #大家 #失敗 #投資 #日経平均 #日経平均株価 #木ノ内 #木野内栄治 #松尾英里子 #株式投資 #楽待 #消費減税 #為替介入 #経営 #経済 #自民党 #自民合 #衆議院選挙 #衆院選 #解散総選挙 #資産運用 #食料品減税 #高市政権
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https://www.tkhunt.com/2234757/ 【弱気派総ドテン】日経平均6万8000円へ「踏み上げ相場」／自民圧勝で「高市版TACO」はある？／為替介入「159円」が日本株の買い場／AI・レアアース関連の注目銘柄《木野内栄治のマーケット解説》 #AI #investment #NEWS #Nvidia #openai #rakumachi #SMCI #TSMC #お金 #キャッシュフロー #サラリーマン #ニュース #ブラックウェル #マンション #らくまち #レートチェック #不動産 #不動産投資 #中道改革連合 #中革連 #会社員 #入門 #円安 #初心者 #半導体 #大家 #失敗 #投資 #日経平均 #日経平均株価 #木ノ内 #木野内栄治 #松尾英里子 #株式投資 #楽待 #消費減税 #為替介入 #経営 #経済 #自民党 #自民合 #衆議院選挙 #衆院選 #解散総選挙 #資産運用 #食料品減税 #高市政権
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https://www.tkhunt.com/2234757/ 【弱気派総ドテン】日経平均6万8000円へ「踏み上げ相場」／自民圧勝で「高市版TACO」はある？／為替介入「159円」が日本株の買い場／AI・レアアース関連の注目銘柄《木野内栄治のマーケット解説》 #AI #investment #NEWS #Nvidia #openai #rakumachi #SMCI #TSMC #お金 #キャッシュフロー #サラリーマン #ニュース #ブラックウェル #マンション #らくまち #レートチェック #不動産 #不動産投資 #中道改革連合 #中革連 #会社員 #入門 #円安 #初心者 #半導体 #大家 #失敗 #投資 #日経平均 #日経平均株価 #木ノ内 #木野内栄治 #松尾英里子 #株式投資 #楽待 #消費減税 #為替介入 #経営 #経済 #自民党 #自民合 #衆議院選挙 #衆院選 #解散総選挙 #資産運用 #食料品減税 #高市政権
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https://www.tkhunt.com/2234757/ 【弱気派総ドテン】日経平均6万8000円へ「踏み上げ相場」／自民圧勝で「高市版TACO」はある？／為替介入「159円」が日本株の買い場／AI・レアアース関連の注目銘柄《木野内栄治のマーケット解説》 #AI #investment #NEWS #Nvidia #openai #rakumachi #SMCI #TSMC #お金 #キャッシュフロー #サラリーマン #ニュース #ブラックウェル #マンション #らくまち #レートチェック #不動産 #不動産投資 #中道改革連合 #中革連 #会社員 #入門 #円安 #初心者 #半導体 #大家 #失敗 #投資 #日経平均 #日経平均株価 #木ノ内 #木野内栄治 #松尾英里子 #株式投資 #楽待 #消費減税 #為替介入 #経営 #経済 #自民党 #自民合 #衆議院選挙 #衆院選 #解散総選挙 #資産運用 #食料品減税 #高市政権
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https://www.tkhunt.com/2234757/ 【弱気派総ドテン】日経平均6万8000円へ「踏み上げ相場」／自民圧勝で「高市版TACO」はある？／為替介入「159円」が日本株の買い場／AI・レアアース関連の注目銘柄《木野内栄治のマーケット解説》 #AI #investment #NEWS #Nvidia #openai #rakumachi #SMCI #TSMC #お金 #キャッシュフロー #サラリーマン #ニュース #ブラックウェル #マンション #らくまち #レートチェック #不動産 #不動産投資 #中道改革連合 #中革連 #会社員 #入門 #円安 #初心者 #半導体 #大家 #失敗 #投資 #日経平均 #日経平均株価 #木ノ内 #木野内栄治 #松尾英里子 #株式投資 #楽待 #消費減税 #為替介入 #経営 #経済 #自民党 #自民合 #衆議院選挙 #衆院選 #解散総選挙 #資産運用 #食料品減税 #高市政権
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🚨 SMCI Stock Tanks!
Super Micro Computer stock plunges, shaking Wall Street. What triggered the crash & what’s next?📉 Don’t miss this deep dive!
🔗 https://allnewtrending.com/smci-stock-plunges-amid-market-shock/#SMCI #StockMarket #WallStreet #TechStocks #FinanceNews #news
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Super Micro announces an external review found no wrongdoing, plans to hire a new CFO, CCO, and General Counsel. SMCI stock jumps 28%+! 🚀📈 #SuperMicro #SMCI #TechNews #BusinessGrowth #StockMarket #CorporateLeadership #CFO #Compliance #financé
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Super Micro announces an external review found no wrongdoing, plans to hire a new CFO, CCO, and General Counsel. SMCI stock jumps 28%+! 🚀📈 #SuperMicro #SMCI #TechNews #BusinessGrowth #StockMarket #CorporateLeadership #CFO #Compliance #financé
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Super Micro announces an external review found no wrongdoing, plans to hire a new CFO, CCO, and General Counsel. SMCI stock jumps 28%+! 🚀📈 #SuperMicro #SMCI #TechNews #BusinessGrowth #StockMarket #CorporateLeadership #CFO #Compliance #financé
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The Super Micro story is getting straight up *weird*, even by stock market standards:
Super Micro Accounting Issues Complicated by Web of Family Ties | Barron's
https://archive.is/gtywI -
The Super Micro story is getting straight up *weird*, even by stock market standards:
Super Micro Accounting Issues Complicated by Web of Family Ties | Barron's
https://archive.is/gtywI -
The Super Micro story is getting straight up *weird*, even by stock market standards:
Super Micro Accounting Issues Complicated by Web of Family Ties | Barron's
https://archive.is/gtywI -
The Super Micro story is getting straight up *weird*, even by stock market standards:
Super Micro Accounting Issues Complicated by Web of Family Ties | Barron's
https://archive.is/gtywI -
Supermicro's accounting issues are giving me that Enron/MCI Worldcom feel. They're supposed to report *something* tomorrow if they have any accountants left.
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Supermicro's accounting issues are giving me that Enron/MCI Worldcom feel. They're supposed to report *something* tomorrow if they have any accountants left.
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Supermicro's accounting issues are giving me that Enron/MCI Worldcom feel. They're supposed to report *something* tomorrow if they have any accountants left.
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Supermicro's accounting issues are giving me that Enron/MCI Worldcom feel. They're supposed to report *something* tomorrow if they have any accountants left.
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Super Micro $SMCI jumps 14% on shipping 100K GPUs/quarter as AI demand soars. Liquid cooling tech boosts efficiency while new Nvidia Blackwell products set the stage for growth. Short sellers face losses as AI drives stock momentum! 🚀
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Super Micro $SMCI jumps 14% on shipping 100K GPUs/quarter as AI demand soars. Liquid cooling tech boosts efficiency while new Nvidia Blackwell products set the stage for growth. Short sellers face losses as AI drives stock momentum! 🚀
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Super Micro $SMCI jumps 14% on shipping 100K GPUs/quarter as AI demand soars. Liquid cooling tech boosts efficiency while new Nvidia Blackwell products set the stage for growth. Short sellers face losses as AI drives stock momentum! 🚀
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@drahardja but aren’t Hindenburg Research tooting their own horn here? They take a short position, and tank the stock by suggesting malfeasance? Conflict of interest?
#SMCI #SuperMicroComputer #HindenburgResearch #ShortSelling #Stocks #Investing #WallStreet
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@drahardja but aren’t Hindenburg Research tooting their own horn here? They take a short position, and tank the stock by suggesting malfeasance? Conflict of interest?
#SMCI #SuperMicroComputer #HindenburgResearch #ShortSelling #Stocks #Investing #WallStreet
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@drahardja but aren’t Hindenburg Research tooting their own horn here? They take a short position, and tank the stock by suggesting malfeasance? Conflict of interest?
#SMCI #SuperMicroComputer #HindenburgResearch #ShortSelling #Stocks #Investing #WallStreet
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@drahardja but aren’t Hindenburg Research tooting their own horn here? They take a short position, and tank the stock by suggesting malfeasance? Conflict of interest?
#SMCI #SuperMicroComputer #HindenburgResearch #ShortSelling #Stocks #Investing #WallStreet
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@drahardja but aren’t Hindenburg Research tooting their own horn here? They take a short position, and tank the stock by suggesting malfeasance? Conflict of interest?
#SMCI #SuperMicroComputer #HindenburgResearch #ShortSelling #Stocks #Investing #WallStreet
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Super Micro Computer (#SMCI) reported #earnings per share (EPS) of $6.65, exceeding the forecasted $5.80. However, its revenue fell short of expectations, coming in at $3.85 billion compared to the forecasted $3.99 billion. #SuperMicroComputer
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Despite ongoing high demand outstripping the supply of essential components like GPUs, prices are expected to remain elevated, which benefits Super Micro’s financial model. As access to power components improves, the demand for more complex rack-scale configurations (e.g., additional GPUs) could place further upward pressure on prices. Additionally, the adoption of liquid cooling is predicted to increase pricing margins by reducing energy costs in data centers. #SMCI
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Despite ongoing high demand outstripping the supply of essential components like GPUs, prices are expected to remain elevated, which benefits Super Micro’s financial model. As access to power components improves, the demand for more complex rack-scale configurations (e.g., additional GPUs) could place further upward pressure on prices. Additionally, the adoption of liquid cooling is predicted to increase pricing margins by reducing energy costs in data centers. #SMCI
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Despite ongoing high demand outstripping the supply of essential components like GPUs, prices are expected to remain elevated, which benefits Super Micro’s financial model. As access to power components improves, the demand for more complex rack-scale configurations (e.g., additional GPUs) could place further upward pressure on prices. Additionally, the adoption of liquid cooling is predicted to increase pricing margins by reducing energy costs in data centers. #SMCI
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The declining trends in oil, gold, the 10-year Treasury rate, and the VIX suggest that the market perceives lower risk at the moment, prompting investors to explore riskier trades.
For instance, #SMCI, which is up 10%—this can be seen as a direct response to the reduced risk aversion among market participants.
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The declining trends in oil, gold, the 10-year Treasury rate, and the VIX suggest that the market perceives lower risk at the moment, prompting investors to explore riskier trades.
For instance, #SMCI, which is up 10%—this can be seen as a direct response to the reduced risk aversion among market participants.
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With Nvidia's recent dip in share price, marking its most significant drop in over four years, the investment community finds itself at a crossroads. Some traders suggests that this presents an opportune moment for investors to buy the dip, maintaining a positive outlook on Nvidia despite recent market tremors influenced by its partner, Super Micro Computer Inc. #SMCI #NVDA
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With Nvidia's recent dip in share price, marking its most significant drop in over four years, the investment community finds itself at a crossroads. Some traders suggests that this presents an opportune moment for investors to buy the dip, maintaining a positive outlook on Nvidia despite recent market tremors influenced by its partner, Super Micro Computer Inc. #SMCI #NVDA
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#SMCI has plummeted by -23% on strong volume, similar to #NVDA. Such a substantial drop, especially when it involves a key stock losing about a quarter of its value in a single day, demands careful reflection. Investors should consider what this drastic change indicates about the company's immediate future and broader market sentiment. It's crucial to stay vigilant and observe any further developments or disclosures from the company in the coming weeks, as they could further influence the stock
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#SMCI has plummeted by -23% on strong volume, similar to #NVDA. Such a substantial drop, especially when it involves a key stock losing about a quarter of its value in a single day, demands careful reflection. Investors should consider what this drastic change indicates about the company's immediate future and broader market sentiment. It's crucial to stay vigilant and observe any further developments or disclosures from the company in the coming weeks, as they could further influence the stock
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Remember, the market operates independently of individual beliefs or hopes; it does what it wants, not necessarily what you think it should do. Always align your strategies with the market's actual movements rather than your expectations.
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🧵6/8 Integration by #SMCI & #DELL: #SMCI (Super Micro Computer) and #DELL play a crucial role in integrating these chips into servers and computers, assembling the final products used in data centers worldwide. #ServerIntegration #Computing
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#SMCI Update:
WMA10: In play.
DMA50: In play.Both moving averages are currently significant for SMCI. Note: The week hasn't ended, so this scenario isn't finalized yet. We'll have a clearer picture by tonight. This example is for illustrative purposes.
Sidenote: Have you noticed the RS number?
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📈😳
#SuperMicroComputer -36% seit dem Hoch am Freitag...
Wieder bei der 700 Dollar.
Der Markt gibt, der Markt nimmt... 😅 -
It's about time that we talk about $SMCI
Yes, let's dive into the #SMCI data and see where the risk lies for this stock that is on an incredible run. 👟
https://thetanerd.com/its-about-time-that-we-talk-about-smci/
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It's about time that we talk about $SMCI
Yes, let's dive into the #SMCI data and see where the risk lies for this stock that is on an incredible run. 👟
https://thetanerd.com/its-about-time-that-we-talk-about-smci/
