Super Micro Computer Inc. (NASDAQ:SMCI)

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  • StockMarketMentor: ...
    Key movers today are $NVDA, $PLTR, $SMCI and $AEO:

    $NVDA -- popping this morning after inking a big AI chip deal with Humain, pushing its market cap back above $3 trillion. The stock is now less than 13% below it's all time high.

    $SMCI -- up ...
  • joelsg1: $SMCI Flying today above 200d and I think is a good barometer of AI sentiment, despite repeated mgmt. failures. Also $CRWV tonight, all climaxing with $NVDA E 5/28, and CEO Jensen Huang will keynote the expanded COMPUTEX in Taiwan on 5/18 8 pm pac. They're in quiet period but don't seem to stop anyone from making news.
  • StockMarketMentor: ...
    Tomorrow we hear from $AMD and $SMCI, both of which sport charts that suck.

    Wednesday morning we’ll hear $UBER, and from $DIS and get some color on how well Snow White did at the box office, and whether a “Snow White, Part Deux” ...
  • Nepenthe: @StockMarketMentor $MSTR $PLTR $ON $HIMS $AMD $SMCI $UBER $DIS $SHOP $COIN $NET Weren't $MSTR's earnings last Thursday? They did seem rather muted, so maybe I have it wrong. Cheers.
  • efrain007: @StockMarketMentor $MSTR $PLTR $ON $HIMS $AMD $SMCI $UBER $DIS $SHOP $COIN $NET Looks like $MSTR reported last week but correct me if I'm wrong because I own $MSTU and wouldn't want to hold through earnings.
  • cgendro1: @Nepenthe $MSTR $PLTR $ON $HIMS $AMD $SMCI $UBER $DIS $SHOP $COIN $NET - $MSTR reported on 5/1 per my findings. Next report Aug 7 per Zacks
  • ManSim: @StockMarketMentor $MSTR $PLTR $ON $HIMS $AMD $SMCI $UBER $DIS $SHOP $COIN $NET " Hi Dan, would you please discuss how Buffett's retirement could impact $BRK.A $BRK.B in both the short and long term in today’s section? Would you also comment on the view that many investors hold BRK.A/B largely out of admiration for Buffett himself? Is this a valid argument, and are there any historical precedents where a revered leader’s departure significantly impacted investor sentiment or stock performance? Thank you.
  • StockMarketMentor: ...
    Covered Strangle on $SMCI (covered strangle = covered call (buy stock, sell call) + short put.

    $SMCI basis: 30.90
    Short May 16th put: 2.33
    Short May 15 32 call: 2.27

    Total credit on this trade: 4.60.

    Subtract the 4.60 credit from the 30.9 ...
  • graphman: @StockMarketMentor $SMCI Hi what is the strike on the may16 put?
  • fishing777: @StockMarketMentor $SMCI .... is this trade a good idea given earnings is on May 5?
  • geotheo: @graphman $SMCI Says the Put has strike of 30 when you read about stock getting put to you
  • joelsg1: @fishing777 $SMCI Probably, they already pre-announced and stock dropped 15% so actual E kind of afterthought.
  • DAN: @graphman $SMCI Sorry. $30
  • DAN: @fishing777 $SMCI They gave preliminary earnings yesterday, which is why it's down so much today. Depending on the price action, I might suggest closing it down prior to earnings...though after a nearly 20% gap this morning, followed by an 11% retracement, there is a credible argument to be made that the worst is already factored in. But you do ask a very important question.
  • scottrades: $SMCI Widowmaker
  • Motorman: $SMCI rough 3 days. Almost down to March 4 low. Holding.
  • joelsg1: $SMCI GS and JPM downgraded to sell and underweight respectively on increasing server competition. Sold all exercised call shares from Friday expiry for avg. $10 gain.
  • Bert953: @joelsg1 $SMCI been acting poorly since the highs in March 2024
  • joelsg1: @Bert953 $SMCI Actually I disagree with both analysts and rely on CEO's double rev. forecast for fiscal year starting this summer, but these downgrades probably make this a 'prove it' story for another Q.
  • joelsg1: $SMCI Upgraded at JPM to $45. Tight at 50d/20d convergence. Sold some shares to exercise much lower strike calls expiring today, reverse stock replacement.
  • Motorman: @joelsg1 $SMCI Yes, upgrade to Neutral. helping with losses in $NVDA today.
  • Motorman: @phgruver $NVDA conference not too stimulating. $SMCI looking for a favorable mention it did not get.
  • billyzeke: @woodman $NVDA That's the only stock I've been holding a small amount of, bought a little back around 105 and have made a couple of small adds on the way up. Other than that I've only been day trading $SMCI $PLTR $TQQQ and $SQQQ. I still think the path of least resistance in the overall market is down for now, but ya just never know what MR Market is going to do.
  • joelsg1: $SMCI Sold and rolled calls.
  • kingtug13: $SMCI- holding the 50ma, catching a bid today.
  • Motorman: $SMCI Green on Rosenblatt upgrade PT $60.
  • mgoodw: @Motorman $SMCI Cramer said more items need to be filed with this company in reference to the delisting issue. Does that ring any bells? He said not recommended to hold for the moment.
  • billyzeke: Bought the dip thsi morning on $PLTR and $SMCI both are working well, most likely to just be day trades.
  • billyzeke: @billyzeke $PLTR $SMCI Out with a nice 10% gain between the two, a little over 6% on $SMCI and just under 4% on PLTR. Watching for re-entry, SMCI is perky with a price upgrade today.
  • Motorman: @joelsg1 $SMCI flat with Market up 1% or so. Nice move off 50day yesterday. Maybe consolidating? Holding LT. Which of course I wish I had lighten up few day ago.
  • joelsg1: @Motorman $SMCI Just a textbook roundtrip off the 50d, but from a higher base. Actually like the setup if I didn't know about all the noise that could actualize.
  • Motorman: @joelsg1 $SMCI Thanks
  • joelsg1: $SMCI Green, trimmed.
  • joelsg1: $SMCI Rolled and sold calls and spreads. Golden Rule in effect. Loop to $70 from $50.
  • joelsg1: $SMCI Following $NVDA and $SMH down as inscrutable CEO's delay in filing updated financials due today to avoid delisting is...inscrutable. But if we're not in Bizarro-world, which is debatable, then they file at or after close today. If not, he and company will be sued into oblivion after assuring market everything is fine, updates will be timely filed with no changes and guiding for doubling revs in FY starting this summer. Tinkered with spreads but I'm sticking with it.
  • Motorman: @joelsg1 $SMCI $NVDA $SMH Thanks, top of mind. Had a nice burst up to 55 early today in pre, got my hopes high. But gave up that and more. also sticking with it.
  • joelsg1: @Motorman $SMCI $NVDA $SMH Quoting Lloyd Bridges in Airplane, picked the wrong day to stop sniffing glue :)
  • Motorman: @joelsg1 $SMCI $NVDA $SMH I should have stopped last week!
  • edloessi: @joelsg1 $SMCI $NVDA $SMH I can't imagine a good reason why they haven't already filed; why wait until the very last day? I can only imagine bad reasons ...
  • Onthemark: What time is the filing deadline for $SMCI?
  • Motorman: @Onthemark $SMCI 10pm. I believe.
  • Onthemark: @Motorman $SMCI I read that they have the option of asking for another extension to file the required forms. That extension could be for as many as 180 days.
  • Motorman: @Onthemark $SMCI Wow, that would not be good considering Chuck was "confident" they would file.
  • Motorman: @joelsg1 $SMCI Yes, just saw! Now SEC must approve?
  • joelsg1: @Motorman $SMCI Don't think so, they're done.
  • joelsg1: $SMCI Filed their 8K. And the 2 required 10-Qs. Implied move into Friday was about $10, up two-thirds of the way ah.
  • joelsg1: $SMCI Exercised $46 calls from Friday, sold half on morning pop but looking to add back. Fully expect updated financials to drop tonight and/or tomorrow to beat delisting deadline. Implied move through Friday about $10.
  • joelsg1: $SMCI Filed 8-K announcing $700M convert issuance closed. So they know how to file SEC forms! Can't believe updated financials were not a condition to closing, but option writers have huge incentive to keep this below $60 today.
  • joelsg1: @joelsg1 $SMCI Trimmed, following the posted plan.
  • woodman: @joelsg1 $SMCI - Great transparency. Thanks.
  • joelsg1: @woodman $SMCI More than a 4-bagger, so easy to sell. Nobody ever went broke taking profits, especially in current general market.
  • Onthemark: Added to $SMCI on the pullback to re-test the 200d. Huge volume in the prior days, yet less today. Anticipating the SEC filing before the deadline.
  • billyzeke: I re-opened a few positions on this dip in some stocks I had recently sold or took partial profits on. Right now they are all working but I consider them just rentals, we'll see if I want to continue to own them overnight as the day goes on. $CRWD bought back some shares that I had recently sold. $FNGU sold early this morning and bought it back lower $PLTR and $SMCI sold both yesterday, bought back this morning $TEM deciced to take another chance on the Paul and Nancy trade
  • joelsg1: @billyzeke $CRWD $FNGU $PLTR $SMCI $TEM Pelosi disclosed 1/26 LEAPs in $TEM at $20 strike, so this $15 pb almost nothing.
  • joelsg1: $SMCI Chatter that updated financials drop today (as I suspected), stock moving.
  • billyzeke: @joelsg1 $SMCI Doing the best of all my pullback buys by far.
  • joelsg1: $NVDA $SMCI Beyond AI event starting now, both CEOs speaking. Here's the link: https://events.goldcast.io/e/7e0e0b72-b0c3-49d8-bb88-c7e863027942/stage/broadcast/b839550f-eb67-46cf-869f-213204f22ee3
  • joelsg1: @joelsg1 $NVDA $SMCI Mostly fluff promoting DDN, private AI company. Charles Liang said nothing in prerecorded video (at least had captions) and stock lost momo. Probably same from Jensen coming up.
  • kenb: @joelsg1 $SMCI from Barrons. "But lingering accounting questions mean there's still some uncertainty: the company is still yet to file accounts for the year ended June 30 . Super Micro said in last week's update that it expects to do so before next Tuesday -- the deadline the Nasdaq has set it to avoid a delisting." NP
  • joelsg1: @kenb $SMCI If they miss deadline, all bets are off and they will be sued into oblivion. But seriously doubt that happens.
  • Mckirdie12: $SMCI is this a touch or no touch?
  • Henry: @Mckirdie12 $SMCI As far as I'm concerned it has hair on it. That said people doubled their money in 2 weeks
  • DavidK: @Mckirdie12 $SMCI guest on Maria Bartiroma show this am was pumping it . PE of 10 he claimed . It has moved back up considerably from the big selloff. I am watching the action on it today .
  • Mckirdie12: @Mckirdie12 $SMCI Big thanks for your words of wisdoms.
  • joelsg1: @Henry $SMCI That accounting hair about to be buzz cut, perhaps today or tomorrow, 4-bagger on posted options...and counting.
  • Motorman: @joelsg1 $SMCI Thanks again. for options idea. took the 50's at 1.35.
  • joelsg1: @Motorman $SMCI I'm expecting the updated financials to be filed today or perhaps tomorrow in advance of closing their $700M convertible note issuance, but if not, trim time.
  • joelsg1: $NVDA Reversal to green and could ramp into E 2/26. Jensen speaks tomorrow night at BeyondAI conference ($SMCI CEO too) and I'm planning to tune in. Supposed to be quiet period, but is this SEC going to enforce anything for favored companies?
  • Mckirdie12: $SMCI took a pilot position I like the action, and I hope it holds...:)
  • joelsg1: $SMCI $25 to $65 in 2 weeks, trimmed a few itm call spreads, Golden Rule in effect.
  • Mckirdie12: $SMCI dropping like a rock (:
  • joelsg1: @Mckirdie12 $SMCI Major sell program hit the $QQQ and momo participants, led by this one and $PLTR. The fastest to recover are by definition the strongest.
  • RevsR75: @Mckirdie12 $SMCI 10 points in 5 minutes 66 to 56. Pretty impressive.
  • Motorman: @woodman $PLTR It happened to $SMCI too. Not sure how that is related to the defense cuts.
  • woodman: @Motorman $PLTR $SMCI - Looks like a lot stocks were hit in the last hour of trade. Definitely aerospace/defense - see $ITA and $XAR - but not exclusively, see $QQQ for instance. As for $SMCI, it seems to be on its own special journey right now dependent on factors unrelated (or in addition) to the overall market.
  • billyzeke: @Motorman $PLTR $SMCI Yeah I didn't understand that either, I sold out of both.
  • playful2121: @woodman $PLTR $SMCI $ITA $XAR $QQQ That is a great way to put it: "on it's own special journey".
  • joelsg1: $SMCI Double in 2 weeks and now above 200d first time in 7 months. Posted about updated financials which must come by 2/25 to avoid delisting but should come before Thursday 2/20 when $700M convert closes and CEO speaks at Beyond AI conference, along with Jensen. Holding plenty of laddered calls and spreads.
  • joelsg1: $SMCI Updated financials tonight? Tomorrow? Pushing HOD-L.
  • joelsg1: $SMCI Perhaps updated filings to avoid delisting come tonight? Half of laddered call spreads have filled so here's the tricky part, trimmed some, rolled some and observing the rest. Tricky part is by closing my gain was more than a double but I setup the spreads for a triple at expiry, so take profits now or wait until closer to expiry? I did both.
  • Motorman: @joelsg1 $SMCI Nice strategy. My dad texted me about why it was down after update on 2/11. I guess it was a delayed reaction. or maybe they will file tonight.
  • joelsg1: @Motorman $SMCI TY, I posted all the way, and hopefully this continues up.
  • joelsg1: $SMCI Accelerating, so maybe tonight's the night for filing, or at least by next Friday as $700M converts to close 2/20 and must require updated financials. Added 2/21 $46 calls YOLOs.
  • Motorman: @joelsg1 $SMCI Thanks, 47's did. to fill but 50's did. up 33% .
  • joelsg1: @Motorman $SMCI Pretty sure I'm right re timing, but don't know reaction, implied move to perhaps $56.
  • joelsg1: $SMCI HOD-L. Moving like somebodies know something about when their updated financials get filed, due by 2/25 to avoid delisting. Tomorrow? Added March $40-50 call spreads.
  • WhitePath: ...
    $SMCI estimates only, still having accounting issue. And even estimate has lower growth estimate of ~50+%.

    These earnings reconfirm AI is helping growth on Software and Business, but not so much on the Datacenter and the hardware business to run th ...
  • traderbren: $SMCI - getting a bid this morning
  • joelsg1: $SMCI At event last night, inscrutable CEO (even the AI transcript doesn't understand this guy fully) promised they would avoid delisting by filing required updates by 2/25 deadline and that they're changing nothing in numbers, announced $700M capital raise using notes convertible at 50% higher stock price at 3% interest to scale to meet increasing demand, and moving stock this am that he expects revs to double in FY '26 starting this summer. CFRA immediately upgraded target to $49, Loop this am to $50 though Wedbush raise to just $40. Laddered call spreads posted all working.
  • joelsg1: @traderbren $SMCI Read last night call transcript. Hopefully gets another bid when BDO updates financials sometime next 2 weeks.
  • Bert953: @traderbren $SMCI Hmmm, earnings last night but no appreciable move today. Money flow did fall off precipitously but other indicators, MACD, Stok and Volume looks ok. Price has recovered the 50 & 8dMA's. the 200dMA is R1 13+ points overhead. That level approx intersects the down trend line I drew on the Weekly chart from the March high so I question the risk/reward here. I havent really looked at this one since it started falling last Feb-March.
  • joelsg1: $SMCI Excitement and volume building into tomorrow's E and perhaps updated SEC filings to avoid delisting, implied move almost $7. Holding morning gap. Long laddered call spreads.
  • joelsg1: $SMCI Accelerating above $40.
  • Mikev200: @joelsg1 $SMCI FYI earnings tomorrow.
  • joelsg1: @Mikev200 $SMCI And hopefully put delisting spectre to rest.
  • Onthemark: $SMCI LONG - following the price and volume on this mystery into tomorrow's news.
  • joelsg1: $SMCI Working into posted crucial 2/11 event.
  • joelsg1: $SMCI Posted about importance of 2/11 update and it's moving in anticipation. Added May $34-45 call spreads for decent 1-3+ risk/reward.
  • champ: $SMCI....News mover.
  • joelsg1: $SMCI They need to file updated SEC Forms by 2/25 to avoid delisting and yesterday scheduled biz update for 2/11 after close. They would have to be insane not to file by then, but that CEO is inscrutable. They claim to be in full production of data center liquid-cooled racks with $NVDA Blackwell stack. Still holding laddered March call spreads.
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Stock Price $43.88
Change 3.71%
Volume 23,995,800

Super Micro Computer, Inc develops and provides high performance server solutions based upon an innovative, modular and open-standard architecture.

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