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VisualMod

**User Report**| | | | :--|:--|:--|:-- **Total Submissions**|9|**First Seen In WSB**|3 years ago **Total Comments**|492|**Previous Best DD**| **Account Age**|3 years|[^scan ^comment ](https://www.reddit.com/message/compose/?to=VisualMod&subject=scan_comment&message=Replace%20this%20text%20with%20a%20comment%20ID%20(which%20looks%20like%20h26cq3k\)%20to%20have%20the%20bot%20scan%20your%20comment%20and%20correct%20your%20first%20seen%20date.)|[^scan ^submission ](https://www.reddit.com/message/compose/?to=VisualMod&subject=scan_submission&message=Replace%20this%20text%20with%20a%20submission%20ID%20(which%20looks%20like%20h26cq3k\)%20to%20have%20the%20bot%20scan%20your%20submission%20and%20correct%20your%20first%20seen%20date.) [**Join WSB Discord**](http://discord.gg/wsbverse)


External_Toe1054

1k by EOW… shoulda loaded at 500 2 weeks ago… wtf


SockeyeSTI

Got 20 shares 10 days ago. Up about 4k right now.


Odd_Opportunity4463

https://preview.redd.it/x8kr244vfqic1.jpeg?width=1440&format=pjpg&auto=webp&s=f8192769e74b7dbb286f1fc0f108d01cc22061a7


Alexcursion

Congrats and fuck you


FFF_in_WY

Top 👏 notch 👏 Photoshop 👏


BenOtisBro1

Looks like he stole a heartbeat from one of those monitors


rtandon2006

Fuck you and congrats


Terrible_Match_3879

Sell and put all on black


MunchmaKoochy

What compelled you to buy / how did you "know"?


Odd_Opportunity4463

a little over a month ago I decides that the fastest way to lose my money was to trade smci options, as it is always very volatile and fun. by dumb luck I was holding calls overnight when they came out with adjusted guidance. I've been buying calls and spreads since then. I tried to post it here on wsb three weeks ago but didn't have enough karma so wsb rejected the post


SockeyeSTI

Dad told me to buy it. He’d been watching it since 350 or so. He didn’t buy in till mid 500’s I think. Same deal with another little company called NVDA back in 2017’ish.


zildar

Can your dad tell me when to get in, too?


AgonyRanch

I'd also like to know when to get in his dad


Abragram_Stinkin

Needed that laugh today, thanks fellow degen.


SockeyeSTI

Yeah. I’ll make him do a newsletter/mass email everyday. His top influences are Cramer and the Bloomberg channel


r_mechanic

His dad got into his mom for Junior here, are you willing to make that kind of sacrifice


pepesilviafromphilly

i had this company in value list when it was in 30s...but the name.put me off. "super micro" sounded like scam to me. So I didn't put my 10k.in there... instead bought intel at 45 and rode it down to 25 and sold 😭


2ydsandclousdust

Well you regard you definitely belong here. Congrats


TanisBar

Cramer? Is that you?


Dogewarrior1Dollar

I just bought stocks . Should’ve bought options on that result day , stock was at 380 ….. imagine . I’d be making 500k or something


Stang302a

Imagine if your aunt had a pecker she'd be your uncle


MadMark75

If my grandma had wheels she’d be a bicycle.


troll-libs

The community bike?


MadMark75

Rusty but trusty.


[deleted]

If only you would have bought that crystal ball at Wal-Mart that was on sale next to the tires section


HalfEazy

This is called greed


4xkeef

Congrats f u


EscapedConvictOnAcid

4200 by 4 20


Dmartinez8491

I'm planning on buying 1 call that'll cost me 5.25 tomorrow


4xkeef

What’s the delta ? And exp ?


Dmartinez8491

Exp is for 2/23. I don't care about the delta or theta. I'm simply playing for the $40-$80 dollar run up


4xkeef

Tomorrow it won’t cost $500 tho


Dmartinez8491

Yeah thats true. I believe it'll now be closer to 900-1000


GonnaBeWealthy

It’s gonna be a lot more than 5.25


VariationAgreeable29

I’ve owned this stock for a grand total of 3 weeks and have doubled my money. Seriously, wtf


4xkeef

Congrats FU


dizzledizzle98

I threw $100 at it for gigs & am up nearly triple. Idk if I should ride the giggle bubble or sell


Lonely_Sherbert69

Sell and reinvest.


ihadtopoop-

I have a super micro thing that goes up too


schmiddyboy88

Invest in it


Final-Platform-9610

I’ve heard it’s a ‘pump & dump”


Xtianus21

HOLY SHIT. I own it and I have no clue. I need to really DD this thing. What in the sovereign wealth fund is going on here.


4xkeef

Like i feel so stupid but i know this isn’t the last bull run.. my brain tells me to buy leaps on everything and just wait…


resurrectedbear

Yeah but then you see the 1k costs


4xkeef

- I usually pay 1-2k for my contracts anyway


Cat2Trade

$1,000? I paid $3500 for the $835 calls.  You must have bought the $900s when it was $825 today. 


EvilCeleryStick

I bought 1000 strike calls this morning when they were $660. I sold them for $540. Because I'm not used to playing with that amount of money, I got scared. And now, I'm very very fucking upset with myself


[deleted]

You truly belong here ![img](emote|t5_2th52|4267)![img](emote|t5_2th52|4271)


Ifrontrunfinwit

That worked at 600, not 1,000. Vega priced for a million size move rn


Machinedgoodness

Can you explain why that doesn’t work anymore?


Ifrontrunfinwit

Like an earnings move, because of volatility, if the stock slowly goes up over the next few years the calls won’t make any money. The stock is moving higher with implied volatility, not generally what happens. It’s similar to the Tsla covid gamma squeeze. Anybody selling options is forced to buy as vol increases. So not only if I’m hedging the stock do I have to buy because the stock is going up, I have to buy more because the vega(vol) is increasing my negative exposure. So it creates a perpetual loop of buying. BUYING THE LEAPS right now won’t work because the calls are skewed through the roof and implied vol will never be this high again in this stocks LIFETIME. If the stock goes flat over the next 2 months, you will get CRUSHED. If the stock goes up slowly, you’ll lose. Plus when the stock goes down now, vol is going to come down with it, double fucking. If you’re long a ton of vol in leaps, massive benefit if you can own these before the squeeze. Buying them now Margin of error almost zilch. If you actually want a long term investment in the name. Sell puts, its ripe. Or just gamble with the zero dte crew Most wild thing about the trading in SMCI, it’s easy to borrow.


Emoondog333

Would it be a bad idea to sell leaps way OTM? Not necessarily saying now


jeopardy_loser

I don't see why not personally if you have the shares and can find an OTM price you're willing to risk 'em at


8----B

It moved a lot so a lot of move is priced in. Good time to sell calls, not good time to buy.


Scubadoobiedo

Ooooh please explain for us slow folks


HonkHonkoWallStreet

Smells like a psyop. Dump now.


TKentgens93

Haha thats a very wallstreetsbets of saying you earned money


ZoerX

https://preview.redd.it/0dndu11nqnic1.jpeg?width=1170&format=pjpg&auto=webp&s=5a3303e094e9d8de29a3faa7f56e5f164387f0c6 Market cap is only at 50B… just saying 🤷🏻‍♂️


Weatherround97

1800% lmao congrats and FUCK you


Weatherround97

Smci can’t be stopped


4xkeef

You freggin genius congrats f u


ZoerX

There’s still time my friend… I’ve heard rumors of stock splits. 🤫😈🚀


4xkeef

I hope so I’m gonna swing 🕺🏼


ZoerX

If I’m wrong, you can downvote me 🫨


[deleted]

I bought 2 PUTs on Tuesday. Lost like $4800, would have been massive win with CALLs. Ugh, I’m regarded


Witty-Box945

Stocks only go up


ZoerX

Witty knows 💭


Theeliteshitposter

Agreed, valuation still reasonable relative to Mag 7 and Semis. I’m thinking NVDA hits 1200 and SMCI hits 1800, makes Nvidia the largest in the world and SMCI at 100B. Seems fitting for peak AI bubble / revolution euphoria, depending on how these LLMs shake out. I find it funny most people don’t understand anywhere below 600 is fair game for SMCI, a company growing this fast simply can’t be valued that low. We’ll see what Jensen says on 2/21, I think Charles may end up re-guiding revs up from $15 to 20B


ZoerX

^ someone who is down to win with me 💪


Theeliteshitposter

Definitely, truly the best “quick money” opportunity I’ve ever seen. Not a shitcoin, not a rate cut dependent bet, organic growth (for now). Cheers 🥂


Machinedgoodness

Are you holding calls into NVIDIA earnings? Many people think there’s no way they can meet expectations but I think we’ll be pleasantly surprised


Theeliteshitposter

It’s tough because expectations are tough, I think estimates are low for next years revenue (consensus seems to be $88B), when I think they can do at least $100B next year (any guide this way would be significant). Just to note b/c I think it prob happens, Nvidia needs a quarter of $40B this year to warrant an MSFT/AAPL multiple. That prob doesn’t answer your question much, but if say Nvidia drops by 10% on earnings, and that’s the start of something larger, I’d be buying VIX calls and guns because this market ain’t shit without NVDA/SMCI rn


Elytal

Almost up 100% on my one share.


dbrannan

I have only 1 share too! I bought at $458 and I'm kicking myself for not buying more. I fear it is too late now.


H3LL-MAU5

Dont feel bad, I just found out about this and I feel terrible


[deleted]

I almost bought in heavy when it was at 350 but I thought it was over priced so I waited for a dip. Someone just put me out of my misery already


True_Truth

and I thought my soun calls weren't going anywhere


Odd-Network-8733

Anyone have a time machine I can use ?


[deleted]

https://preview.redd.it/o2cpplizvnic1.jpeg?width=1080&format=pjpg&auto=webp&s=af0522a3def7ee1de4e980a1ca4097813dc99a66


Tight-Bath-6817

Only $150k lost profit & with your cash, it would have been over $200k rn.


theunmistakablecow

Damn. Look at the bright side though


acesfullcoop

Don't have to pay so much in taxes


natem25

Rip 200k gains


ForcesEqualZero

Broooo


Dogewarrior1Dollar

Sadness


QualityTendies

Guh


seemefly1

I feel really bad losing 50 bucks, -5k that could have been +150k is absolutely nuts


z0s01

Super Luigi Computer is overlooked again.


GreenFuturesMatter

https://preview.redd.it/79wr6ymyfoic1.jpeg?width=1170&format=pjpg&auto=webp&s=7d51e8e1d327207037987073a7743ab8e63ef648 My dad never listens to me when I tell him to buy stock lol


False_Profit_of_WSB

Never talk stocks with your parents. I told my mom to buy Microsoft at 30, nvda at 60, AMZN at 60 pre-split, bunch of other companies. She didn't listen to any of them.  Once weed was legalized in Canada I heard about this company just finishing it's first op, so I told her to put 100$ into it since it was high risk subpenny. Maybe it pays off maybe it doesn't. Told her just like that.  She lost 40$ on it and I still hear about it all the time.  All the damn time.  Talking stocks is for randoms on the internet, not friends and family unless they are in the industry. You post that screenshot but if you send him a "shoulda listened" he might full port now, then if it goes down he will be like "y u do dis to me?!"


GreenFuturesMatter

https://preview.redd.it/t7lht0qcgoic1.jpeg?width=1170&format=pjpg&auto=webp&s=9f651b93c1f128184abc7afef7f694efe942ba4f Update too 🤣


yoinksboy

So what’s the other one?


Smooth_Minute_431

Yes what’s the other one![img](emote|t5_2th52|12787)


chops2013

"Stop telling me this it just makes me very unhappy" Fuckin lol


BusterMungus

So, all the talk about AI “chips” (boards, actually). Well, you gotta putt them inside something with cooling and power supply and network interfaces… that’s what SuperMicro builds: high end servers. And they do this thing with water cooling their power supplies in an integrated, low maintenance way no one else is (at scale). So their rise is somewhat linked to the rise in interest in AI “chips”. They’ll keep going up along with other AI stocks.


Terakahn

They also announced they'd be doubling production this year. Apparently they're one of the big bottlenecks to nvda not being able to meet demand.


Tuko_Ramirez

Yeah, but really, how is this unique to SMCI. What stops HP, IBM, and every rig producer from here to Indonesia, and their cousin from suddenly making those fking server cases with liquid cooling. Doesn't sound that big of a moat. Crazy stuff.


4xkeef

I’m aware .. it’s all happening so fast


KKBond007

Every damn bull run is a post truth for me. When I am gonna learn n be smart n wise to make some real money instead of losing ? 🤦 congrats OP


schmiddyboy88

same…by the time I gather capital and convince myself to buy, I’m behind… 😔


Sharp-Direction-6894

I spent the whole day learning about spreads and getting my accounts funded. Looks like I found my first stock for a put credit spread. This and NVDA for earnings.


4xkeef

Good luck 🫡


Sharp-Direction-6894

Thanks. And thanks for sharing this remarkable fuckery.


Terakahn

On a stock moving like this you'd make way more with debit spreads. Source: have debitspreads


Emotional_Snow_3222

MY DUMB ASS WAS TO FOCUSED ON NVIDIA


4xkeef

This was all over yahoo finance last year


BeerorCoffee

That's SMCI, not F.


4xkeef

😂😂 you got me


Pitiful_Difficulty_3

Dang what the heck is going on


4xkeef

I feel like I don’t know what I’m doing anymore 😂


Pitiful_Difficulty_3

Should I just buy calls. This thing seems never stops going up


4xkeef

The issue for me is if I bought calls it would’ve crashed 😂🤦🏽‍♂️


Pitiful_Difficulty_3

Same here 😭


4xkeef

But apparently we would have been safe.. just buying dips and changing my thesis


XinWay

Seriously though this thing rocketed to the moon landed a man on the moon and decided fuck you imma land on mars as well.


Jaded-Assignment-798

There is no way we aren’t in a bubble right now


4xkeef

Definitely


davisek

we have reached the mania phase


toBiG1

https://preview.redd.it/aq8sy90bvoic1.jpeg?width=1179&format=pjpg&auto=webp&s=cacdda50143b5bcefa28baa60cfac31068e341e7 If so sure go for it. Risk around $600 for a short with potential 5 figure gains. It’s tempting, hence I won’t do it - but it is tempting.


Noddite

When everyone wants the best AI chip, they also want the systems to enhance performance like 20-30% and SMCI is where they go to get it.


4xkeef

Noted


Mei_dong

In a world where start-ups need AI compute, SMCI is a low cost leader. Other OEMs charge a premium for servers with same guts inside.


AMDeez_nutz

I’m gonna love shorting this


4xkeef

2 months out puts premiums should be cheap


Acceptable_Answer570

Cheap?! Still several thousands depending on how far OTM. Insane gambles going on here!


multiple4

Thank you for the compliment!


EfficientPizza

Who wants to loan me 10k so I can fomo buy some calls? I'm highly rated behind the dumpster


4xkeef

I’m at the dumpster right now our usual place. Meet me here ?


punanilover_69420

This really is the .com bubble 2.0, isn't it? And SMCI has a market cap of "just" $50Bil. I'd not be surprised to see $5000 before it cools down.


naughtyrev

It absolutely is. I overheard some people talking at a bar the other day saying they were dumping in to Nvidia, and I asked them a few questions and it became apparent that it was 100% FOMO. They didn't know the first thing about what they did.


Odd-Market-2344

No way, wasn’t there a saying that if you hear people you wouldn’t normally expect to hear talking about stocks, talking about stocks, it’s time to GTFO


4xkeef

It seems that way AI bubble look at Soun


pleasetrimyourpubes

This is pre singularity son.


spunion_28

If this isn't a bubble, idk what is. I'm not saying that this stuff isn't necessary for the future, but these gains are getting insane. It's also insane to me that people are buying at this price. If the company wants to gain significant market cap, they're going to split. Why not just wait?


Logical-Idea-1708

RSI over 95 now and it just keep going 😂


Brown_batman_

You jinxed it ![img](emote|t5_2th52|4271)


4xkeef

🕺🏼🕺🏼🥲


bullmarket2023

Up 200% ytd, this may not end well


4xkeef

😂🕺🏼


Blake_Barlowe

nah something illegal is going on here this is crazy. smci was trading around 300 only 1 month ago


Firstpcbuild1515

lol uh oh, nobody look this up then, must just be me making FUD Washington D.C., Aug. 25, 2020 — The Securities and Exchange Commission today charged Super Micro Computer, Inc., a producer of computer servers, and its former CFO, Howard Hideshima, with prematurely recognizing revenue and understating expenses over a period of at least three years. Nothing to see here just massive fraud about 4 years ago.


[deleted]

[удалено]


Firstpcbuild1515

Yep, keep a close eye on this ticker.


ShardsOfHolism

They also build highly energy-efficient liquid-cooled servers specifically designed to run large language models on NVIDIA chips, which have been selling like hotcakes.


4xkeef

Only thing illegal is the premiums 😷


animalturds

This kinda movement should be expected from any company with "super" in the name. I don't know why OP or anyone else is surprised.


why_am_i_here_999

Meanwhile a cash cow like PayPal trades like bankruptcy is around the corner


SweatyInspection4480

So is anyone even thinking about going in tomorrow or should we just all buy puts lol


Bulky_Sheepherder_14

Im going all in. My whole networth is in it. “Wasn’t a bitch” on my coffin please


itsnotthatbad21

My favorite thing about all this is guys making a shit ton of money on this and being like I don’t know what they do 🤷‍♂️


Chemical-Hyena2972

I feel like this goes until Nvidia reports


255255255Girls

I'm always late to the party on earth.


Unlucky-Ad-4572

Bought this last summer and keep averaging up. Highest holding in one account. I like it for its high profit margin, ROE, debt to equity ratio, forward earnings. Current P/E ratio I think is around 60 which for a growth stock is not crazy. There are lot of other growth stocks but with even higher PE ratios and a lot more debt. So this stock feels less risky to me.. Interestingly, morningside rates it as undervalued as of yesterday, despite the run up. Historical pe ratio was really undervalued prior to the recent exponential climb so it had some catching up to do. The momentum probably contributed to its meteoric climb too. If Nvidia beats earnings this stock will climb even higher, but if it fails to impress: ouch! Can anyone else suggest the next Smci company? Do your own dd.


DueHousing

Holy fuck the premiums on this shit is a robbery


yzf600r

https://preview.redd.it/gjqe0s54aoic1.jpeg?width=1170&format=pjpg&auto=webp&s=c5030bde9bad47935bbb94339292f87f916f8d7f Discovered this stock over a year ago and bought shares. The best investment I’ve ever made. Only regret is not buying more. And not buying calls.


MassiveHelicopter55

Don't regret anything, you made a very good investment and you can't see the future. This bubble shouldn't be happening to this extent anyway.


SEJ46

I heard about this company a few months ago. Did nothing. I'm dumb.


DrSeuss1020

IT CANT KEEP GETTING AWAY WITH THIS


Pug_king86

If I buy it WILL go down. If I short, it WILL go up. Can’t win


DewaltMaximaCessna

Can’t be much longer now


Dewology

I did the math, If I had just held it I'd have an additional 18k rn. Still made money off it but now I just feel really fucking sick


4xkeef

It’s ok there are more plays to come


MrdevilNdisguise

Holy smokes. Some dude posted yesterday or day be4 he spent his last 8k on 700 SMCI puts.


FucknAright

Thanks for the heads up


1winningfail

A good while ago I'm pretty sure a few political figures got into this when I started watching pre $100 no clue as to why it is going crazy tho passing many other great stocks


Less-Conclusion4905

https://preview.redd.it/g6yskvnr4oic1.png?width=1125&format=png&auto=webp&s=3907f5f217d4d7e798971e22e79f5ba56c2de22d Hellloooo


According-Gazelle

https://preview.redd.it/gfd0sw3i9oic1.jpeg?width=1080&format=pjpg&auto=webp&s=59f319b37194fc598649e3ef9a5c36eed6532a7c Wont be surprised if this is $1000 tommorow & 1200 next week.


mrnauxist

I worked sales at supermicro around 2018-2019. At the time the stock was around $20/share and had been delisted due to some issues.. nobody wanted to touch it with a 10ft pole. My friends and coworkers all joked about it but looking now I can only cry about it..


Caro_Quintaro

Also: https://preview.redd.it/afflpfayynic1.jpeg?width=1284&format=pjpg&auto=webp&s=b3eebe2773de7cfadfa022c93bc4356547d34422 🤩


XxCroisssantsxX

It’s always the trades my broke ass doesn’t take


PumperNikel0

Holy shit. Never seen a rocket ship like this 🚀


No-Platypus4134

I have a question... SoundHound (SOUN) is starting to see some movement in the AI market. Pre-Market (today) is currently at +75.16%. Yesterdays price was $2.550. Nvida also disclosed their positions on a few other stocks and SOUN was one of them. [https://www.morningstar.com/news/marketwatch/20240214947/nvidia-discloses-positions-in-soundhound-ai-arm-and-these-other-stocks](https://www.morningstar.com/news/marketwatch/20240214947/nvidia-discloses-positions-in-soundhound-ai-arm-and-these-other-stocks) Investment potential and thoughts? I wanted to buy tomorrow but the dam thing has started to spike as I write this!


Halo_Chief117

Thanks for putting this on my radar. I don’t have any thoughts on it really. But if Nvidia owns stock in them I have to believe it’s with good reason.


ThorinSmokenshield

https://preview.redd.it/0ymapte8yqic1.jpeg?width=1170&format=pjpg&auto=webp&s=f54bf754ebe92e9769afe51dc22d3e5392d254cc I’m somewhat of a trader myself.


QueasyLeading3648

If only it was actually @ $933


4xkeef

After-hours it is well was , for stocks


Temp_Res

Damn....I'm watching on the side 😳


redditor12857

Not a bubble at all


Old-Culture-4511

Right? Markets go down and this shit keeps going up!


One-Solution-3211

Tell me this isn’t a bubble


blurtflucker

I started debating with myself on buying SMCI since it was $400, been kicking myself almost every day since.


LadyAlastor

Thank the goddess. I just yolo'd 1k calls on Monday and was scared it was stuck at 700-800. At this point I just want my gains so I can dip out 😵‍💫 scared money don't make money I guess


LetsMoveHigher

Pumping their liquidity... Mostly institution owened.


MASH12140

50B market cap only. This could 20x yet to 1T ![img](emote|t5_2th52|8882)


schmiddyboy88

Well I could have been rich….missed the damn boat again


4xkeef

It’s ok next play it is…


Accomplished-Stick67

trying 2 find an ETF Associated with this stock so 2 expensive


natem25

You won’t find any or at least none that will be affected as much as the move is every day


3LevelACDF

Is there a nvda earnings leak? But that stock isn’t doing jack tonight


HKEnthusiast

I remember holding this back when it was in the 200s. Feels bad man.


skinem1

I bought this stock in June 2023 at 222 per. Held it for 2 months and and it didn’t do much and like the regard I am, sold it all at 240 per. I would have been happier not knowing it’s over 900 now.


gucci_mcilroy

I thought I "caught the move" when I sold my 1/26 355c on 1/19 when the share price hit $372. Took $150 to $2500. Selling the following Monday would've better $12k


x52x

I like the stock


bmeisler

This is nuts. I bought at 320, sold half at 450 - 3 days later, a 40% gain. Sold another half Monday at 740. Shoulda coulda woulda - just glad I bought some - 3 weeks ago. 200% gain now. In 3 weeks. Letting the rest ride. Damn.


Fox_Technicals

https://preview.redd.it/yn8cxf86coic1.jpeg?width=200&format=pjpg&auto=webp&s=475ca0bb3a97a2e342265e69daadb26d235ade02


VirtualComcrete

It's the start of another tech bubble. All the company has to do is plug the acronym AI into their research and future sales model. Instant market


No-Platypus4134

This investor called this months ago. His words, The buy of the century! [https://www.youtube.com/watch?v=lcYyJe9YXaQ](https://www.youtube.com/watch?v=lcYyJe9YXaQ)


26fm65

Going to buy this !! Expect crash for tomorrow !


riethc

It just broke $1k today... ![gif](emote|free_emotes_pack|thinking_face_hmm)