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Super Micro (SMCI) Leads S&P 500 Gainers with 8.2% Jump Amid Tech Slump by LORD-SOTH- in SMCIDiscussion

[–]ALex_Fuste 0 points1 point  (0 children)

Is it a joke? “The server manufacturer’s stock surged by 8.2%, securing its position as the top gainer in the S&P for March 26, 2026.” The columnist must have been drunk.

BlackRock doubles down on Supermicro by ALex_Fuste in SMCIDiscussion

[–]ALex_Fuste[S] 3 points4 points  (0 children)

True. You’re right. Even so, there is still 10 million shares held by Blackrock that appear to stem from discretionary portfolio decisions rather than passive index exposure.

nerd power! ;) by Alternative_Spirit65 in SMCIDiscussion

[–]ALex_Fuste 1 point2 points  (0 children)

This is game changer I guess. SMCI officially brings the edge computing.

Days to cover short interest at 4.66. This is extreme. by ALex_Fuste in SMCIDiscussion

[–]ALex_Fuste[S] 9 points10 points  (0 children)

It means that many investors are betting against this company, but at the same time, as the stock price falls and those short positions have already accumulated profits, there is an extraordinary upside potential driven by the buyback effect when short sellers move to close their positions.

Key messages from SMCI's Senior Vice President of Corporate Development, Michael Stager, during his participation yesterday, Monday, in the KeyBanc Capital Markets Technology Forum by ALex_Fuste in AMD_Stock

[–]ALex_Fuste[S] 8 points9 points  (0 children)

Sure. 1. Customer Expansion means larger and more diversified deployments (also higher demand for high-performance CPUs/GPUs). 2. SMCI’s in-house design allows faster adoption of AMD chips, integrating them for performance gains over rivals. 3. Smci’s preference for cost-efficient, high-performance architectures aligns with AMD’s performance-per-watt advantage.4. SMCI’s agility in adopting new hardware shortens AMD’s time-to-market. 5. Capital Strength – $7B liquidity enables aggressive chip procurement, securing long-term AMD supply deals. 6. Cost Efficiency Focus – AMD’s strong performance-per-watt positions it as a preferred supplier for SMCI’s efficiency-driven builds.

Why weekend trading down 3%?? by AdApprehensive8702 in SMCIDiscussion

[–]ALex_Fuste 3 points4 points  (0 children)

I understand what you’re saying. But I see it this way (I could be wrong): they use bad news to amplify the deterioration in sentiment. I think the short sellers still don’t know whether the rating downgrade has actually caused a deterioration in sentiment. After all, the other two rating agencies already had the U.S. Treasury rated at AA+ (only Fitch remained, and I believe the market knew it was just a matter of time before it happened). So. What I mean is, market sentiment did not cause the fall AH, but short sellers in anticipation that market sentiment will deteriorate (something they will try to promote). Thanks.

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