Top Tweets for #SuperMicroComputer
What does this mean for $SMCI?
Allowing Chinese companies to purchase NVIDIA H200 chips would serve as a major fundamental catalyst for #SuperMicroComputer (SMCI) by significantly expanding the total addressable market for their high-end AI server racks.
Because SMCI does not make the chips, but rather builds the massive, complex infrastructure required to run them, opening up the Chinese market benefits them in several direct ways:
Massive Revenue Expansion: Chinese technology giants (such as Alibaba, Tencent, and ByteDance) have an insatiable demand for advanced compute power to train large language models. Opening the door to the H200 allows SMCI to aggressively bid on and fulfill massive, multi-million dollar data center deployments for these companies.
Leveraging Liquid Cooling Dominance: The H200 chip runs incredibly hot, requiring specialized thermal management when packed into dense server racks. SMCI is an industry leader in Direct Liquid Cooling (DLC) technology. Chinese data centers looking to deploy H200s at scale would heavily rely on SMCI’s specific cooling expertise, allowing SMCI to capture high margins on the specialized infrastructure surrounding the chips.
Customer Diversification: Currently, SMCI's revenue is heavily concentrated among Western hyperscalers (like Meta and Microsoft). While domestic demand remains robust, accessing the Chinese market provides a vital financial buffer should U.S. capital expenditures in AI begin to cool down.
Economies of Scale: Pushing higher volumes of their premium AI server chassis (like their 8U HGX systems) through their Asian manufacturing pipelines (such as their facilities in Taiwan and Malaysia) improves their operational efficiency and drives down unit costs.
🤖 $SMCI #SUPERMICROCOMPUTER - Dagelijks: Neemt de basis bearish trend in kracht af? De korte termijn geeft nog geen duidelijke informatie waardoor we zouden kunnen anticiperen op een herstel... https://t.co/7LBCPFQ6aB
'Securities fraud', dat is niet mis
Barron's:
- A class action lawsuit accuses #SuperMicroComputer (-3,1% pre-market) of securities fraud for undisclosed server sales to China
- Super Micro Computer has faced past controversies, including a 2018 delisting, and states it cooperates with investigations
https://t.co/43Ajn1OYog
Nog even de bleeder van de dag, #SuperMicroComputer
Vanwege een smokkelbeschuldiging aan adres executives dus
Voor wie er al op zitten te azen: als er bij bedrijf eenmaal lijk uit tapijt rolt, zitten er vaak nog meer in kast en lade
Fonds staat dik 80% onder de top
NOW: 🇺🇸 #SuperMicroComputer $SMCI crashes 27% after its co-founder was accused of smuggling #Nvidia AI chips to #China worth $2.5B
The case adds pressure on the #AI sector and raises serious concerns around #Semiconductors supply chains and #Regulation risks
Massive #DUMP in #Stocks tied to AI hype
$BTC #Bitcoin #CryptoMarket #CryptoNews #Web3 #Investing #Trading #MarketUpdate #Markets #StockMarket #USA #US #stocks #crypto #Bullish #TRUMP $Trump #America #tariffwar #tariffdeal #Dollar #FederalReserve #DonaldTrump #Tariffs #rates #TradeDeal #Powell #Fed
슈마컴 이 새X들은 구제가 안된다고 봅니다 ㄷㄷ
장투하기 최악의 회사
장전 -27% 중
슈퍼마이크로 공동 창업자, 25억 달러 상당의 엔비디아 GPU 중국 밀반출 혐의로 체포 ㄷㄷ
느낌상 창업자가 단순 돈 때문에 밀반출 한것 같지는 않음
$smci #Supermicrocomputer @nvidia $nvdia
$SMCI will reach new ATHs but not yet.
We have reached the 0.382 fib of wave 4 but the pump from there looks corrective.
Therefore, further lows in the range of wave 4 between $18 and $10 are more likely.
#SuperMicroComputer #Stocks #Elliottwave
🔥 #SuperMicroComputer vuelve a captar la atención del mercado tras batir expectativas. El gráfico deja señales interesantes tras la ruptura de resistencias. Análisis técnico claro y directo aquí 👇
https://t.co/XZFF8Sdfis
$SMCI #Bolsa #AnalisisTecnico #ActivoTrading
📈 Fuerte reacción del mercado tras los resultados de #SuperMicroComputer. Volumen, ruptura y mejora técnica en un valor muy ligado a IA y centros de datos. Te contamos el escenario completo 👇
https://t.co/UZEBUjsvzi
$SMCI #WallStreet #TradingIdeas #ActivoTrading
💥 #SuperMicroComputer sorprende al mercado y el gráfico responde con fuerza. Resultados mejores de lo esperado, ruptura técnica y señales alcistas claras. Analizamos el movimiento y los niveles clave 👉
https://t.co/0h0oG2cFuW
$SMCI #BolsaUSA #Trading #ActivoTrading
🚀 #SuperMicroComputer despierta con fuerza tras unos resultados que sorprenden y unas guías mejoradas. El gráfico muestra un movimiento de ruptura con volumen y señales técnicas muy favorables📈 ¿Estamos ante un cambio de ritmo en el valor?
$SMCI #Trading
https://t.co/gWDPY6bFC6
#PoSesji #Wyniki 🇺🇸
🔸 #SuperMicroComputer
Spółka opublikowała wyniki.
Dynamiki przychodów są pozytywne.
Jednym z ryzyk jest spadająca marża.
#SuperMicroComputer
$SMCI, Q2-26.
Results:
📊 Adj. EPS: $0.69 🟢
💰 Revenue: $12.68B 🟢
📈 Net Income: $0.40B
🔎 Explosive AI server demand drove record revenue growth, supported by strong customer engagements and expanding manufacturing capacity.
#salesforce 1h26:40
#unitdhealth 1h27:20
#supermicrocomputer 1h27:40
#adobe 1h28:45
#novonordisk 1h29:25
Actions à🧐⤵️
#eurazeo 1h30
#smcp 1h30:50
#galapagos 1h31:15
#valneva 1h31:40
Bon weekend à vous
Profitez-en pour vous aérer le corps et l'esprit du tumulte du monde🙂
Supermicro Announces Intelligent In-Store Retail Solutions in Collaboration with a Broad Range of Industry Partners $SMCI, #Supermicro, #SuperMicroComputer https://t.co/QsBC808QFE
Meanwhile, the $SMCI case is moving forward — and now we’ve got more details. We pulled out the most important points for you. As always — worth a look. #SMCI #SuperMicroComputer
$SMCI is trending for a reason. The deeper we dive, the more shocking it looks — and you’ll want to check it out. #SMCI #SuperMicroComputer
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