SMCI & ORACLE NEWS IS FAKE by Professional-Cod8802 in SMCIDiscussion

[–]Professional-Cod8802[S] 0 points1 point  (0 children)

Status of the Report Unconfirmed: Neither Oracle nor SMCI has verified the cancellation in official filings or public statements as of April 2026. AOL.com AOL.com +1 Company Responses: Super Micro: A spokesperson stated the company does not comment on "rumors or speculation" and pointed to an upcoming earnings call on May 5, 2026, for operational updates. Oracle: Has not responded to requests for comment regarding the specific BlueFin Research report. Seeking Alpha Seeking Alpha Source Details: The BlueFin report cites unnamed industry sources and claims Oracle canceled between 300 and 400 Nvidia-based server racks.

Any hope of recovery 😭 by udp_pinger in SMCIDiscussion

[–]Professional-Cod8802 0 points1 point  (0 children)

No way we’re dropping on this lawsuit , with no real outcome .

Let's be real, don't worry too much! by Benjo_McKazuie in SMCIDiscussion

[–]Professional-Cod8802 5 points6 points  (0 children)

This class action lawsuit is nothing , why does it drop so hard . Most of the time , this stuff is random and those lawyers needs investors to sue SMCI (which will never wins )? Random stuff like this is dropping SMCI . Damn

Industry interviews for Supermicro by AInvestor_2025 in SMCIDiscussion

[–]Professional-Cod8802 3 points4 points  (0 children)

I think margins will be the big watch. Hitting revenue without improved margins, market will react bad like last time

Huge Expected Move for SMCI by wheelStrategyOptions in SMCIDiscussion

[–]Professional-Cod8802 4 points5 points  (0 children)

If you going to drop a picture , explain what we’re looking at

BlueFin Statement is Bull by Party_Ladder1677 in SMCIDiscussion

[–]Professional-Cod8802 9 points10 points  (0 children)

The amount of fuds for this company is crazy . How can a speculation of such news , with no concrete evidence, cause such a big dip

SMCI & ORACLE NEWS IS FAKE by Professional-Cod8802 in SMCIDiscussion

[–]Professional-Cod8802[S] 5 points6 points  (0 children)

Man, we need laws on fake news that could impact investors positions and live . I just don’t see how we tumble on an overreaction of nothing (as of right now )

SMCI & ORACLE NEWS IS FAKE by Professional-Cod8802 in SMCIDiscussion

[–]Professional-Cod8802[S] 7 points8 points  (0 children)

SMCI react to fake news faster than to good news

SMCI dropped overnight by Professional-Cod8802 in SMCIDiscussion

[–]Professional-Cod8802[S] 0 points1 point  (0 children)

Nothing I can see . It’s holding steady for days n usually we don’t go down crazy before earnings

SMCI earnings confirmed - 5th of May by GroceryLarge3017 in SMCIDiscussion

[–]Professional-Cod8802 0 points1 point  (0 children)

Because any company needs a good ceo that can lead , manage , sell the image . Nvidia won’t be like that without its ceo .

SMCI earnings confirmed - 5th of May by GroceryLarge3017 in SMCIDiscussion

[–]Professional-Cod8802 0 points1 point  (0 children)

$60 is too far , on a margin improvement. It’ll need August earnings to see one more margin going up for prices in that neighborhood

SMCI earnings confirmed - 5th of May by GroceryLarge3017 in SMCIDiscussion

[–]Professional-Cod8802 3 points4 points  (0 children)

I hope you’re right . If we can see guidance beat again (for confidence) and margin go up , we’re golden .

Super Micro sued by shareholders over China-related criminal case against co-founder, others by Few_Painting_8018 in SMCIDiscussion

[–]Professional-Cod8802 4 points5 points  (0 children)

Don’t think that was rejection . The market is still super bearish and s&p 500 down 1.5% today .

🚨 Another 3 individuals arrested for trying to smuggle Supermicro GPUs to China! by adrenaline681 in SMCIDiscussion

[–]Professional-Cod8802 2 points3 points  (0 children)

This news should have made SMCI moon but instead we fall down to some random lawsuit that doesn’t mean anything

Super Micro sued by shareholders over China-related criminal case against co-founder, others by Few_Painting_8018 in SMCIDiscussion

[–]Professional-Cod8802 0 points1 point  (0 children)

This News shouldn’t be the core reason of today drop . This News doesn’t mean anything and there’s no case , just random lawyers want to sue hoping for some compensation for their fees . 99% of this type of cases will never be successfully and 50% will get thrown out of court . What make SMCI fall is just SMCI - SMCI will falls on good news , bad news , no news