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Super Micro Computer Inc

Super Micro Computer Inc (SMCI)

42.17
3.09
(7.91%)
마감 15 3월 5:00AM
41.93
-0.24
(-0.57%)
시간외 거래: 8:59AM

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SMCI Discussion

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TheDane TheDane 5 시간 전
Another solid consolidation day. Their thing’s a sleeper.
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littlejohn littlejohn 10 시간 전
SMCI could retest 36ish before next price

push higher in this climate...

Or it could move on up...

future view seems further out for now...

odd changes can affect many things...

Friday is low volume up day so far...

so we watch...LJ
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fung_derf fung_derf 13 시간 전
I'll tell you a reality.
I talk with a lot of people about stocks and investing over breakfast. Not a one of them is selling and they all are saying what you are.
In my history of investing, in a correction market, the market keeps falling until those people say, "That's it! I'm moving to cash!"
Wall Street corrects until there is "Blood in the streets". Too many people have forgotten the history of the market and are currently convinced the value of the market 3 months ago is the true value. It isn't. People look at their highest account value, then think anything less is a loss.
I invest leaning toward pessimism. I sold off a lot of my profits in Dec/Jan. The S&P 500 is now below support and I think it easily falls another 700 pts.
The DOW has broken down and NASDAQ also. I have to keep reminding myself of the most important adage...
"Don't confuse genius with a Bull Market"
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hedge_fun hedge_fun 13 시간 전
This was shared today on X regarding…..

the S and P. What we have seen lately is nothing new.

Market sentiment should turn soon, imo, and lift more boats such as this one.

16 times the S&P 500 had a correction, but didn't move into a bear market (since 1980).

Those years finished up 9.5% on average. Since 1950 the S&P 500 is up 9.5% on average. Hmm.

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fung_derf fung_derf 14 시간 전
the first guy in the video provided is trying to copy me. I said the same thing days ago.
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fung_derf fung_derf 14 시간 전
I getcha.
It's not going anywhere if it can't break through resistance currently at $45.68. Right now we are in a channel that can go either way.
Fundamentals look good, but in a new industry anything can happen. Whoever heard of NVDA 3 years ago? A new competitor can sprout here easily enough.
I'm betting SMCI goes up from here, but honestly, right now its a crapshoot.
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TheDane TheDane 16 시간 전
My take on the video is that once something happens up or down we’ll know what happened. As for the future, anyone’s guess.
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littlejohn littlejohn 1 일 전
Future view, 66 to 67 for SMCI is key

area to top as video details...



T A in video is presented better than my

peon rambling about it...

Kinda like Charles of SMCI dodging questions

on current demand today and how much

SMCI may import for production costs...

Charles dodges the questions naturally...


so we watch...LJ
👍️ 1
littlejohn littlejohn 1 일 전
Intel may be getting pumped now to try

to help prop up some averages...

It is a cheaper price company in SPX and

Nasdaq for market makers to pump up,

still holding SMCI because of being a

bag holder with hopes for better...

Perhaps you and Johnson could rent the

billboard at Times Square to promo the

SMCI price target of 190...


so we watch...LJ
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hedge_fun hedge_fun 1 일 전
I wasn’t berating him on just politics. It’s……

refreshing that the board posts have declined and it’s not nonstop commentary minute by minute.

That just seemed the best moment to interject.

But thanks for your input.

I’m long SMCI in part because Adam Johnson sees it going to $190.
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fung_derf fung_derf 1 일 전
I left out a part of it. Since you didn't specify which part you were berating him on, I would have no way of knowing, but I did copy and paste the jist of it.

This would have been the better response to him

There’s boards for politics, but this ain’t one of them.
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hedge_fun hedge_fun 1 일 전
Not entirely. You left out most of…….

the post I responded to.

There’s boards for politics, but this ain’t one of them.

And the market reversed on the soft report. It reversed again today, but there are some signs the Mac is turning up slightly and there are signals it’s oversold.

Of course it’s been priced for perfection for some time now.

Happy Thursday!
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fung_derf fung_derf 1 일 전
You mean this thread that you responded to?

dinogreeves

Member Level
Re: None

Tuesday, March 11, 2025 11:57:16 PM

Post#
2780
of 2797
Tomorrow the market is going to dump, there is word on the street that Trump (Clown lying in Chief) is going to Tariff every Country. He is going to decimate the market.
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hedge_fun hedge_fun 2 일 전
I wasn’t referring to stock discussion. Follow the…..

thread.

It’s to be limited to discussion about the stock and/or the market in general.

Happy Thursday!
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littlejohn littlejohn 2 일 전
$66 is gap down area for SMCI to

fill from 08/01/2024 when the market

cratered due to world finance fear...

Did you feel scared then?...

Anyway, the price drops after that due

to delayed filings, la-da-dee,la-da-daa,

have been filed now...

https://www.barchart.com/stocks/quotes/SMCI/interactive-chart

Need our damn $66 price back...

No time to waste with the world going

in the toilet again soon...


so we watch...LJ
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TheDane TheDane 2 일 전
The brakes got stomped on at $44.99. Pretty good day anyway. It’s nice to see interest return. I get it that some people are Leary due to the bad press and the short attack but this stock has $100 written in ink by the end of the year.
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littlejohn littlejohn 2 일 전
across the board rally is hard to take serious

with a high price still, tsla, way up

in a day...

where is strong support?...

nice to see an up day on this...


so we watch...LJ
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fung_derf fung_derf 3 일 전
I don’t live thinking the world wants to know my opinion.

Yeah, but this is a stock discussion board. If not giving opinions what good is it?
It's not like he's walking down the street mumbling to himself.
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fung_derf fung_derf 3 일 전
$45.76 next big resistance.
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dinogreeves dinogreeves 3 일 전
Yes, looking good, if this continues with no hiccups SMCI should go back to above 50 fairly soon.
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DL11 DL11 3 일 전
Cooling inflation report will help financial markets. https://www.bls.gov/cpi/ With SMCI's valuation low relative to current and expected earnings, we might just be at that lift off point all longs have been waiting for! With this, even a chance of additional interest rate cuts later. Resolution (and especially toning down of rhetoric/public statements) regarding tariffs would help also 😊Same would be true for the Russia-Ukraine war, resolving geopolitical conflict would be a positive. Of course, we have to acknowledge it could all go sideways too!
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TheDane TheDane 3 일 전
“The market” doesn’t know what it wants. Two days ago investors ran in a panic due to “fears of a recession.” Today there’s a bull run because the economy “cooled” in February.

People predicting the end of the world are ALWAYS wrong, at least on the timing.
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TheDane TheDane 3 일 전
So it’s safe to go outside again? Take the mask off? No more boosters?
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dinogreeves dinogreeves 3 일 전
Up 7% premarket, inflation report came out and it looked like it cooled off in February. Investors like it, momentum is there for sure.
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littlejohn littlejohn 3 일 전
Shorts are dumping the whole market to

try and hold SMCI down now...

We may all have to dump out to save

the rest of the market...

Market likes weaker economy because it

brings down interest rates, so it has to be

those SMCI shorts bringing down market...

no reply needed, just ponder it...


so we watch...LJ
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dinogreeves dinogreeves 3 일 전
"I could piss and moan about overreaction or whatever, but what’s the point?

I don’t live thinking the world wants to know my opinion."

I like your quotes a-lot, it definitely makes sense.

Never mind me, this is all entertainment to me.

I keep telling those to my kids, not exactly as you say it but, I just tell them, no one wants to hear my opinion, it wouldn't matter anyways.

Who knows what the report will be, either way, good luck to you. If I were you, I would short the living crap out of it, everything you got. The cycle has returned, I hope I am wrong, but it is definitely not an overreaction.
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hedge_fun hedge_fun 3 일 전
No, I took a small position in TQQQ thinking……

the report will be soft.

We’ll see.

I could piss and moan about overreaction or whatever, but what’s the point?

I don’t live thinking the world wants to know my opinion.
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dinogreeves dinogreeves 3 일 전
I grew a set a long time ago on the streets in my formative years. I don't drink wine, gives me a headache, I like cheese though. I am not whining, I am shorting the SPY and love every minute of it. What better way to hedge. It seems you are on the same boat?
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littlejohn littlejohn 3 일 전
yep, put prices looking groovy again...

they elevated call option prices Wednesday

without a firm uptrend to add more to

the premium, always a sign of caution...

hopefully wrong about that this time...

so we watch...LJ
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hedge_fun hedge_fun 3 일 전
Do you need cheese to go with that…….

WHINE?

If the report is bad, go short.

Whining about shit is what losers do.

GL, but you might wanna grow a set!

Happy Wednesday!
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dinogreeves dinogreeves 3 일 전
Tomorrow the market is going to dump, there is word on the street that Trump (Clown lying in Chief) is going to Tariff every Country. He is going to decimate the market. This is exactly what he wanted to happen, decimate the market short the living crap out of it with his cronies. I had to laugh at this when he was trying to sell Teslas at the White House. Do I hear Elon getting desperate now? Watch for inflation report and if that is bad, look down below.
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WebSlinger WebSlinger 3 일 전
>

It could be IV crush.
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littlejohn littlejohn 3 일 전
Tuesday appeared to be a day to set up

dropping the price with market

on Wednesday,,,

which could lower call prices if that

does take place...

Moderate volume on no news could be

a hint of watching for better buy price...

Charles of SMCI answered no questions

in the FOX interview even though he

replied to each of them...

They were sitting across from each other

but it seemed different...

NVDA already gave up a lot of day gains,

so the market jitters are apparent...

Option prices at times get randomly pushed

higher or lower out of the blue on SMCI...

so we watch...LJ
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TheDane TheDane 3 일 전
A good day with a strong close. Nice.
Back when this ran to $50s and then they dropped it all the way to low $40s I noticed how the options I had were suddenly selling for less than they were just the day before when the stock was around the same price. I think you or someone else mentioned how”they” repriced the options. How is that done? I saw this happen on some Apple options just recently.
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littlejohn littlejohn 3 일 전
SMCI seems to have survived the Chucky

interview that he did yesterday...

A major feat in itself...

SMCI needs a spokesperson, IMHO...

So we watch...LJ
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DL11 DL11 3 일 전
Is the bear starting to growl? Beginning to feel that way. SMCI holding up quite well. Recognizing fung's earlier point about testing $33, could happen, if a total market collapse similar to spring 2020 occurs and continues for 6+ months. SMCI might be able to buck the downward trend otherwise. GLTA
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dinogreeves dinogreeves 4 일 전
Slowly chucking away into the 40. Beautiful day with the market being down again.
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dinogreeves dinogreeves 4 일 전
Looking very good.
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dinogreeves dinogreeves 4 일 전
This is a great article and a great read.

https://www.usbank.com/investing/financial-perspectives/market-news/how-presidential-elections-affect-the-stock-market.html
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dinogreeves dinogreeves 4 일 전
Futures are bouncing around a little, I doubt we will have any serious upside move. Tariffs are here to stay, it is not a negotiating tactic at all. He is a man with a mission to bring down the global economy to its knees.
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littlejohn littlejohn 4 일 전
SMCI is anti-tariff company, a Low Margin Seller

that has forced Dell, HPE, and others

to lower their prices in tech sector...

Building U.S. Jobs in 2024 selling for less

than others with high cost company set ups...

Wall Street sicked their Shorting Hoodlums on

SMCI to try and drive up the internal company

costs to aid the higher cost tier companies...

SMCI still needs shareholder support...

https://www.supermicro.com/en/solutions/data-management


Battling Shorting Hoodlums on Wall Street

isn't new to SMCI...

Hundred million or more of short shares want

to see the SMCI share price drop...

SMCI shareholders strictly oppose that motion...


so we watch...LJ
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dinogreeves dinogreeves 4 일 전
Futures are bloody red again. Oh well!!! Facts of life with the looming recession heading this way.

https://finance.yahoo.com
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dinogreeves dinogreeves 4 일 전
Waiting for the bottom, at this rate, I hope it doesn't fall into the teens by August. Back in 2006, I saw Apple drop from the high 70 dollars to the 5 dollars and change in mere 6 months time frame and that was Apple. I hope the current situation doesn't get any worse than the financial crisis of the mid 2000's. Japan is asking Trump for exemption from Tarrifs and if he proceeds, all heck is going to break loose.
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dinogreeves dinogreeves 4 일 전
I don't understand bonds, nor do I care, I just see things as they are with my own two eyes, sometimes I even don't believe my right or left eye, it has to be two eyes at the same time witnessing everything and let it register in my brain. In plain lame mans terms, it is dog eat, dog eat environment now.
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fung_derf fung_derf 4 일 전
Meh. In Laymen's terms, China buys our Treasury bonds. It's not nefarious, they do it because the US dollar was most stable.
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dinogreeves dinogreeves 4 일 전
Compliments of a good friend.

https://www.youtube.com/shorts/Fn-V7uKw6_A
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dinogreeves dinogreeves 4 일 전
Dog eat World we are living in now.
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dinogreeves dinogreeves 4 일 전
We are definitely in dire economic times, I saw it with my own two eyes and I still see it. Not because of how the market is doing but because I see it.
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dinogreeves dinogreeves 4 일 전
Of course it is, everyone wants to score perfect, but no one can predict the top or the bottom in today's environment we are in. The writing was on the wall, since just a month ago, probably even before then.
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dinogreeves dinogreeves 4 일 전
Yes, I have heard about the bees, for the last 20 plus years, nothing new and that could happen. I was at Vons not too long ago, after I shopped I went to get in my car and even took a video and posted it to my son, kid you not, I saw probably over 100,000 bees or more swarming in one area of the parking lot, I had a eerie feeling something is was not right and still feel that way. Scary times for sure.
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