Get started
SUPER MICRO COMPUTER, INCSUPER MICRO COMPUTER, INCSUPER MICRO COMPUTER, INC

SUPER MICRO COMPUTER, INC

No trades
See on Supercharts
Overview Financials News
Ideas
Discussions Technicals Forecast Seasonals Bonds

SMCI trade ideas

Gentlemen and Ladies, SMCI is on schedule - It was an impossibility that SMCI the absolute core of AI be left behind, especially when without it - everything overheats and with it, all woks flawlessly. You have to bet on excellence. Irrelevant if swindlers are infesting every market there is. From Jannet the CEO Obamanoind at Ernst Young to the low reference Hindenburg Report lead by an ambulance driver that studied English and it is not clear if the swindler graduated. Never bet against excellence and technical expertise. SMCI was a victim of bear raiders, now I hope these rodents be all sued and we get some money back for the financial damage. The technology and expertise is now even better, it takes these events to make companies even more resilient, and SMCI has proven its worth.
NASDAQ:SMCILong
by imcnf5c4ff
2
I F$CKED UP on SMCIWouldn't be fair for me to just post my winnings without showing my losses as well. Here you go, I thought SMCI would go up given some of the internal issues they had and turnaround efforts, but the downward channels seems too strong. Gentle reminder to take positions with the larger trend to avoid getting sucked in and pulled down. I already made winnings on other trades, but learning on past winnings / losers is a big part of trading! What a cathardic experience! I feel a little cleaner now..... Best of luck and safe trading! No risk, no reward....
NASDAQ:SMCIShort
by antonini2002
1
SMCI - Super Micro Computer, Inc.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.
NASDAQ:SMCILong
by Esmail_from_Kuwait
Super Micro Computer (SMCI) Down 74% from All-Time High Overview: Super Micro Computer (SMCI) has dropped 74% from its all-time high, with a maximum drawdown of approximately 86%. This sharp decline raises the question: Is the worst over, or could further downside be ahead? Fundamental Context: Despite the drawdown, SMCI remains a leader in the AI server market. Long-term demand for AI-related infrastructure may support future growth. Market Sentiment: Investor sentiment around AI and related tech stocks has shifted, contributing to SMCI's recent decline. Broader sector weakness and concerns over growth sustainability may be playing a role. External Factors: Broader market conditions, including interest rates, macroeconomic uncertainties, and evolving demand for AI infrastructure, are critical variables influencing the stock.
NASDAQ:SMCI
by SpokoStocks
SMCI WILL FORM WELL ABOVE $500 The concept of "Sovereign AI" and SMCI building supercomputers in every country worldwide is an ambitious and speculative idea. Infrastructure Investment Building supercomputers in every country would require a massive global investment. Supercomputers are extremely expensive to design, build, and install, with costs ranging from $100 million to $300 million per system1. This doesn't include ongoing operational expenses. Energy Requirements Supercomputers consume enormous amounts of energy. On average, these systems use 6-7 megawatts of power, with peak consumption reaching 9.5 megawatts1. The annual energy cost for a single supercomputer can be approximately $6-$7 million1. Implementing such systems globally would require significant upgrades to power grids and energy infrastructure. Total Cost of Ownership The total cost of ownership for supercomputers goes beyond the initial investment. When factoring in electricity, labor, and facilities, the cost per core-hour can reach $0.12 to $0.15, assuming 100% utilization. For a global initiative, these costs would be multiplied across numerous countries. Economic Impact The global supercomputer market is expected to grow significantly, with estimates suggesting it will reach $27.17 billion by 2034, growing at a CAGR of 11.2%. A worldwide "Sovereign AI" initiative could potentially accelerate this growth. Challenges Implementing supercomputers globally faces several challenges: High operating costs: The substantial energy consumption and maintenance requirements pose significant ongoing expenses. Technical expertise: Managing and optimizing supercomputers requires specialized skills, which may be scarce in some countries. Environmental concerns: The massive energy requirements raise environmental issues that would need to be addressed. Potential Benefits Despite the challenges, a global supercomputer network could offer benefits such as: Advanced research capabilities: Countries could enhance their scientific research in fields like climate science, genetics, and materials science. Economic development: Access to supercomputing power could drive innovation and economic growth across various sectors. Data sovereignty: Countries could maintain control over their data and AI development, aligning with the concept of "Sovereign AI". While the idea of SMCI building supercomputers in every country is speculative, sure, but as Elon said, AI will be just like a utility comany and will required AI centers globally. The global investment in AI infrastructure is indeed substantial. Goldman Sachs estimates that around $1 trillion will be spent over the next few years on data centers, semiconductors, and grid upgrades related to AI development. This gives an indication of the scale of investment required for a global supercomputing initiative. SMCI is at the forefront of the AI implementation. Learn about the new partnerships being formed with NVDA. Meanwhile you should be counting the sales SMCI has been making. Tripple capacity and demand for the next decaded.
NASDAQ:SMCILong
by imcnf5c4ff
3
The Reactive on SMCI has completed The stock is ready for a massive thrust UP to $129 or more.... Why is this. Well SMCI filed the 8K Report on December 2nd. There are rumores the 10k and 10q maybe ready. Lastly, business for SMCI is super strong. With Europe starting to negotiate large investments in AI, Sovereign AI, this means AI by country. Elon Musk has been speaking about AI data Centers and he did explain that these centers would be ultimately built in every city and town of the world. (subject to population size). He esplained that this would be a service similar to a utility, swage, electricity and AI. We have a very long way to go..... with SMCI
NASDAQ:SMCILong
by imcnf5c4ff
SMCI’s Game-Changing Move: Could This Be a 500% Opportunity? Bullish Analysis for Super Micro Computer, Inc. (SMCI) 1. Valuation Metrics P/S Ratio: Previously 7.46, now just 1.43, showcasing significant undervaluation compared to historical levels. P/E Ratio: Previously 90, now 16.67, making the stock much more attractive to value-focused investors. Fair Value Estimate: According to Simply Wall Street , the fair value per share is estimated at $439.38 , suggesting substantial upside from the current price levels. 2. Strong Financial Metrics Current Market Cap: $18.87 billion. Revenue: This year's revenue is $14.94 billion, and 2025 revenue is expected to exceed $23 billion, surpassing the current market cap—a promising signal of growth potential. Financial Health: SMCI can cover all its debt twice over , with a debt-to-equity ratio of 0.40 , which sits comfortably in the ideal range of 0.30–0.60. 3. Growth Drivers New Manufacturing Facility: A facility in Malaysia is expected to become operational in the second quarter of fiscal year 2025, enabling SMCI to scale up its AI server production. Liquid Cooling Expertise: SMCI specializes in liquid cooling technology , critical for the new generation of powerful chips and data centers, including Nvidia’s Blackwell GPUs , which are experiencing record demand as Nvidia ramps up production. 4. Technical and Price Action Support Levels: SMCI has established strong support at $30. Trend Reversal: The stock has broken the structure of its downtrend and is now showing clear signs of heading to the upside, further reinforcing bullish momentum. Resistance Levels: Potential price targets based on resistance areas: Target 1: $50 (52.4% increase). Target 2: $70 (113.4% increase). Target 3: $100 (204.8% increase). Target 4: $120 (265.8% increase). Long-term Target: $200+ (509.75% increase). 5. AI Market Leadership SMCI’s continued focus on AI servers positions it as a key beneficiary in the rapidly growing AI-driven computing market. Conclusion With its attractive valuation, robust financial health, strategic expansion plans, and leadership in liquid cooling and AI servers, SMCI is well-positioned for substantial growth. The recent trend reversal adds technical confirmation to the fundamental bullish case, making current price levels a compelling opportunity for investors seeking exposure to the AI and data center markets.
NASDAQ:SMCILong
by ValchevFinance
SMCI: Bullish Momentum Building Amid Key Resistance?This chart shows the price action of Super Micro Computer (SMCI) stock on a 1-day timeframe. Below is a detailed interpretation based on the elements present in the chart: --- 1. Price Action: Current Price: $34.04, up +1.08% for the day. The price has been on a downward trend previously but has made a recent "Bullish" move, which is indicated by a rally from the lows. Resistance Levels: Around $41.90 and higher at $66.18 (major price zones with previous selling interest). Support Levels: Around $33.80 and below at $20 (historical areas where buyers showed interest). The "Discount" zone highlighted at the lower price levels suggests value buying. 2. Moving Averages: The orange line represents the 200-day Moving Average around $66.18, which acts as a long-term resistance. The blue line (possibly the 50-day Moving Average) around $36.52 serves as a more immediate resistance level. 3. Volume Profile: The Volume Profile (on the right) shows areas where significant trading occurred. The high-volume nodes around $34.00 and $41.00 indicate key price levels with significant interest. The low-volume zones above suggest that a breakout might face less resistance. --- 4. Indicators: Relative Strength Index (RSI) - Middle Panel: The RSI is currently showing a bullish move: Yellow line: Trending upwards and currently near 46.82 (neutral territory). A move above 50 signals strength; below 50 is weak. The recent "Bull" signal suggests potential upward momentum. MACD (Moving Average Convergence Divergence) - Bottom Panel: The MACD line (blue) is above the signal line (orange), which is bullish. Histogram bars: The green bars indicate positive momentum but are starting to flatten, suggesting a slight pause in upward movement. --- Key Observations: 1. Short-Term Bias: Slightly bullish as the indicators (RSI and MACD) are showing momentum shifting upward. 2. Resistance Levels: Watch the $36.52 and $41.90 price zones for possible rejection. 3. Long-Term Resistance: The 200-day Moving Average around $66.18 will likely act as a strong resistance. 4. Volume Support: The price is currently supported around $34, and any drop below could lead to a revisit of the discount area below $30. --- Conclusion: The stock appears to be attempting a recovery after a strong downward trend. Bulls need to maintain the price above $34.00 and push through $36.52 for confirmation of a reversal. Watch for volume and momentum to confirm further upward moves, while downside risks remain if the price falls below $33.80.
NASDAQ:SMCILong
by Dexterzilla
Stock Of The Day / 12.02.24 / SMCI12.02.2024 / NASDAQ:SMCI Fundamentals. Positive news - the special committee found no evidence of misconduct. Technical analysis.   Daily chart. Strong day level 40.0 is ahead. This level was held and confirmed by touches and false breakouts for several months. Premarket. High premarket volume. Gap Up. Trading Session. The first reaction at the level is a clear rebound at 10:40 a.m., then a pullback on downward volumes. 11:18 a.m. false breakout of 40.0 level, then a very small pullback on decreasing volumes and a quick return to the level. We are considering long trade. Trading scenario: breakout of level 40,0. Entry: 40.40 breakout and holding behind the level. Stop: 39.59 we hide it behind the low of the breakout candle. Exit: Close part of the position around 43.7 when signs of weakness in the uptrend appear. Close the position around 42.74 after an unsuccessful attempt to update the high of the day. Risk Rewards: 1/4
NASDAQ:SMCILong
by AlexX31
SMCI: A Sleeping Monster Ready to AwakenSuper Micro Computer, Inc. (SMCI) has recently shown a notable pullback, presenting what I believe to be a massive opportunity. Despite the stock’s short-term volatility, SMCI remains a sleeping monster with huge upside potential in my view. The recent decline toward the $35 mark (down from $50 earlier this week) can be largely attributed to two factors: Delisting from the NASDAQ100: This fueled a wave of shorting, as traders capitalized on the news—something we’ve seen happen with this stock in the past. Profit-Taking: Let’s not forget SMCI delivered a 180% revenue increase in just 24 days. A retracement following such explosive moves is not only expected but healthy for future growth. Please also keep in mind that the weight of SMCI on the NASDAQ100 was only 0.13% of the entire index. This means that by buying one contract of NASDAQ100, only 0.13% of your capital was allocated to SMCI. In simple terms, the delisting is practically irrelevant, as its small weight doesn’t have a significant impact on the stock’s true value or long-term potential. While many are cautious, I remain extremely bullish on SMCI’s long-term prospects. In the short term, I will take a conservative approach, expecting the stock to reach $54, which represents an impressive 54% increase from the current price. Looking further ahead, my longer-term target is $75, as I believe this undervalued stock still has plenty of room to run. If history has taught us anything, it’s that SMCI has a habit of bouncing back stronger after periods of uncertainty—and this recent dip is no different. The upside potential is massive. Let the traders short, let the market shake weak hands—opportunity is knocking for those with patience and vision!! This is not financial advice, just my personal view!!
NASDAQ:SMCILong
by Charts_M7M
14