$Super Micro Computer (SMCI.US)$they already pre empt it be bad news in anticipation already.. what reason have it to double drop tomorrow after the ER??
$Super Micro Computer (SMCI.US)$ 🖥️ What Does the Company Do? Super Micro Computer, Inc. (SMCI) is a technology company that specializes in designing and manufacturing high-performance servers and storage systems. These systems are used in data centers, cloud computing, AI (artificial intelligence) infrastructure, and enterprise IT environments. The company is best known for building customized, energy-efficient server hardware that supports power...
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Super Micro Computer Stock Discussion
Investors were hoping for some good news for the trade negotiations over the weekend. But yet, what they got was an announcement of 100% tariff on films produced abroad.
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🖥️ What Does the Company Do?
Super Micro Computer, Inc. (SMCI) is a technology company that specializes in designing and manufacturing high-performance servers and storage systems. These systems are used in data centers, cloud computing, AI (artificial intelligence) infrastructure, and enterprise IT environments.
The company is best known for building customized, energy-efficient server hardware that supports power...
Charles set the bait in place, said nothing, and watched the shorts line up for their own knockout.
1. Base Case (Most Likely – 60% Probability)
Earnings beat modestly, deferred revenue is booked, guidance raised.
Q3 revenue matches lowered expectations
SMCI confirms deferred revenue shifting to Q4
Strong B200 ramp & commentary on hyperscaler demand
Q4 guidance raised meaningfully (e.g., $5B–$6B)
Market Reaction:
Shorts scramble to cover
Institutional buyers return
Stock surges +25–40%
P...
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