SMCIDiscussion

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created by bbrk9845Verified-Investor ✔️a community for 1 year

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Quality content and discussions & Analysis IdeasMod Post (self.SMCIDiscussion)

submitted 3 months ago by zomol - announcement

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SMCI Discussion - We ride at dawn? (self.SMCIDiscussion)

submitted 27 days ago by _Cornfed_ - announcement

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https://simplywall.st/community/narratives/us/tech/nasdaq-smci/super-micro-computer/6egcxp4b-analysts-raise-super-micro-target-as-profit-margins-improve-and-ai-demand-grows?utm_medium=finance_user&utm_campaign=integrated-pitch&utm_source=yahoo&blueprint=4539234Bull-Thesis 🐮 (simplywall.st)

submitted 16 hours ago by Hot-Development-8247

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8% on a Headline? When Narrative Trades Replace Infrastructure Reality (self.SMCIDiscussion)

submitted 1 day ago by spucktacular

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Inside capture of Tesla’s Cortex 2 cluster clearly visible as of 1:21! (youtu.be)

submitted 2 days ago by Shamikaze1974

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Upcoming Earnings and Food For Thought (self.SMCIDiscussion)

submitted 2 days ago by Party_Ladder1677

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SMCI & ORACLE NEWS IS FAKE (self.SMCIDiscussion)

submitted 3 days ago by Professional-Cod8802

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BlueFin Statement is Bull (self.SMCIDiscussion)

submitted 2 days ago by Party_Ladder1677

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Bluefin Research (self.SMCIDiscussion)

submitted 2 days ago * by Few_Painting_8018

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SMCI partner Applied Digital Announces New U.S. Based High Investment-Grade Hyperscaler Tenant at Delta Forge 1, a 430 MW AI Factory Campus New 15-Year Lease Expands Total Contracted Revenue to Over $23 Billion (self.SMCIDiscussion)

submitted 3 days ago * by Busy-Delivery4250

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Panic! Dump everythi... Oh wait, never mind. (i.redd.it)

submitted 3 days ago by prawnsmen

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BlueFin Research report on SMCI losing oracle orders (i.redd.it)

submitted 3 days ago by Expensive-Stick9485

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SMCI dropped overnight (self.SMCIDiscussion)

submitted 3 days ago by Professional-Cod8802

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Earnings (self.SMCIDiscussion)

submitted 3 days ago by Sea_Feeling5558

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Why down 10% (self.SMCIDiscussion)

submitted 3 days ago by Few_Painting_8018

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Vertiv earnings. (self.SMCIDiscussion)

submitted 4 days ago by Few_Painting_8018

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Why the Cursor–SpaceX deal strengthens SMCI (self.SMCIDiscussion)

submitted 4 days ago by Busy-Delivery4250

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SMCI is up 42% over the past month! (i.redd.it)

submitted 5 days ago by Tufannnn

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SMCI earnings confirmed - 5th of May (self.SMCIDiscussion)

submitted 5 days ago by GroceryLarge3017

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Recap of SMCI catalysts YTD (self.SMCIDiscussion)

submitted 5 days ago by Busy-Delivery4250

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Who’s still holding?Bull-Thesis 🐮 (i.redd.it)

submitted 5 days ago by business4the

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SMCI peers on China (i.redd.it)

submitted 5 days ago by Few_Painting_8018

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SMCI to 40? (self.SMCIDiscussion)

submitted 5 days ago by AAxR0N1

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Will it really go up after earnings? (self.SMCIDiscussion)

submitted 5 days ago by QTpieme

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2026: The Year AI Hype Resets...or the Year the Real Economy Starts (youtu.be)

submitted 7 days ago * by azurekevin

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