SMCI

Super Micro Computer · tokenized · 12 analysts have active calls

Tokenized as: Super Micro Computer aStock (Arbitrum, Base, Ethereum) · Super Micro Computer (bStocks Tokenized Stock) (BNB Chain) · Super Micro Computer, Inc. xStock (BNB Chain, Ethereum, Mantle, Optimism, Solana, TON) · Super Micro Computer (Ondo Tokenized Stock) (BNB Chain, Ethereum, Solana)

Thu, Sep 3 · market close

21 long10 exited

calls in the last 30 days · 4 mentions without a clear call · exits close a long — positions are long-only

Backing it now

#33@jesseolsonLong · day 20 · fadingrank since call #43 → #33 · 7 days
#67@melvingay88974Long · day 22 · fadingrank since call #13 → #67 · 7 days
#111@aleabitoredditLong · day 3rank since call #103 → #111 · 3 days
#119@stockssurferLong · day 23 · fadingrank since call #38 → #119 · 7 days
#133@polvahLong · day 14rank since call #281 → #133 · 7 days
#160@kastriooot8Long · day 8rank since call #264 → #160 · 7 days
#269@pennycheckLong · day 23 · fadingunranked when counted
—@mayhem4markets· unrankedLong · day 22 · fadingunranked when counted
—@traderjohnny_· unrankedLong · day 20 · fadingunranked when counted
—@asiafinance· unrankedLong · day 19 · fadingunranked when counted
—@angrybear168· unrankedLong · day 18 · fadingunranked when counted
—@michaelsikand· unrankedLong · day 23 · fadingunranked when counted

Latest call on SMCI

@thevalueist

Read as: Long NVDA, Long MU, Long VRT, Long ETN, Long SU, Long AMD, Long INTC, Exit HPE, Exit SMCI, Mentions SMCI, Long NTAP, Long PSTG, Long WDC, Long STX · High confidence

TheValueist@TheValueist
$DELL KEY READ-THROUGHS FROM DELL TECHNOLOGIES Q2 FY2027 EARNINGS CALL Dell Technologies’ Q2 FY2027 call provides unusually strong confirmation that the current data-center capital-spending cycle is broadening beyond GPU purchases into a much larger infrastructure refresh
3d agoview on X ↗

tweeted Tue, Sep 1 · counted from Wed, Sep 2 close

view the call →