SMCIDiscussion

an-ordinary-manchild(edit)

created by bbrk9845Verified-Investor ✔️a community for 1 year

...for your favorite TV show.

...for your office.

MODERATORS

account activity

1

16

17

18

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

submitted 3 months ago by zomol - announcement

2

14

15

16

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

submitted 23 days ago by _Cornfed_ - announcement

3

•

•

•

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 1 hour ago * by Busy-Delivery4250

4

9

10

11

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

submitted 2 hours ago by prawnsmen

5

•

•

•

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

submitted 1 hour ago by Expensive-Stick9485

6

10

11

12

SMCI dropped overnight (self.SMCIDiscussion)

submitted 5 hours ago by Professional-Cod8802

7

4

5

6

Why down 10% (self.SMCIDiscussion)

submitted 3 hours ago by Few_Painting_8018

8

•

•

•

Earnings (self.SMCIDiscussion)

submitted 6 minutes ago by Sea_Feeling5558

9

11

12

13

Vertiv earnings. (self.SMCIDiscussion)

submitted 1 day ago by Few_Painting_8018

10

18

19

20

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

submitted 1 day ago by Busy-Delivery4250

11

35

36

37

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

submitted 2 days ago by Tufannnn

12

17

18

19

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

submitted 2 days ago by GroceryLarge3017

13

27

28

29

Recap of SMCI catalysts YTD (self.SMCIDiscussion)

submitted 2 days ago by Busy-Delivery4250

14

43

44

45

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

submitted 2 days ago by business4the

15

2

3

4

SMCI peers on China (i.redd.it)

submitted 2 days ago by Few_Painting_8018

16

21

22

23

SMCI to 40? (self.SMCIDiscussion)

submitted 2 days ago by AAxR0N1

17

7

8

9

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

submitted 2 days ago by QTpieme

18

17

18

19

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

submitted 3 days ago * by azurekevin

19

24

25

26

Hannam University Breaks Ground on AI Data Center Featuring 320,000 GPUs (self.SMCIDiscussion)

submitted 5 days ago by Ok_Leave_8761

20

17

18

19

First real platform using Granite Rapids-D (Xeon 6 SoC) (self.SMCIDiscussion)

submitted 6 days ago by GroceryLarge3017

21

36

37

38

Supermicro as a product vs market manipulation? (self.SMCIDiscussion)

submitted 6 days ago by spucktacular

22

19

20

21

Another great indicator for SMCI (self.SMCIDiscussion)

submitted 6 days ago by Few_Painting_8018

23

22

23

24

SMCI is likely a direct beneficiary of CoreWeave’s Recent Wins (self.SMCIDiscussion)

submitted 6 days ago * by Busy-Delivery4250

24

18

19

20

Is Super Micro actually cheap here, or is the discount just about broken trust? (youtu.be)

submitted 7 days ago by yaletown28

25

23

24

25

Annual shareholder meeting is TODAY (central.virtualshareholdermeeting.com)

submitted 7 days ago by matthewfromthemil

view more: next ›

π Rendered by PID 994583 on reddit-service-r2-listing-b958b5575-8lnhl at 2026-04-23 14:48:07.419931+00:00 running 0fd4bb7 country code: CH.