Big buyers likely want Super Micro at $60 at least, with new quarterly and monthly highs at $58-60 acting as the magnet. It drew a massive $30M of buy volume today, the largest in nearly a year, a $3.5M put writer sits at the July $45 strike, and the $16M July call whale still holds its full position. The six-month tweezer off long-term moving averages is intact, semiconductor ETF buying stays heavy, and a roll is expected soon. x.com  x.com  x.com 

Super Micro's roughly 70% share of direct liquid cooling makes it essential AI plumbing, which the market is not pricing amid its scandals. Blackwell racks run over 100kW, too dense for air cooling, so every hyperscaler scaling inference needs DLC hardware. Q2 FY26 revenue rose 123% to $12.68B and FY26 guidance is at least $40B, yet it trades near 7x forward earnings versus 23x+ for peers. Cleaner governance could rerate it to $40-50; if the co-founder's indictment spreads, 30-50% downside. … Show more

Super Micro Computer's strong demand outlook and revenue growth do not guarantee long-term strength. Margins, capital intensity, supply-chain risks and competition all matter alongside growth. Management has moved past earlier allegations, but sentiment still weighs on the valuation, so the risks deserve as much weight as the growth potential. x.com 

Super Micro Computer should soon offer one of its best entry points, around $9-12, as a FUD narrative pushes the price lower so market makers can accumulate. Once that is done, demand should surge again and carry the stock past its previous all-time high. x.com 

Super Micro Computer's turnaround looks underway as selling pressure has been exhausted. Strength showed even before the stock reclaimed its 200-day moving average, as negative news used up the last supply, shares moved to stronger hands, and positive narratives replaced old negative ones. Past management practices and alleged fraud remain a concern. x.com 

Super Micro Computer faces serious legal and regulatory fallout as its problems involve smuggling of Nvidia H-series chips, not just financial reporting. Possible outcomes include forced delisting, investor class-action lawsuits, jail time for CEO Charles Liang and FTC fines, so the stock is best avoided. x.com 

Super Micro Computer is breaking its slide after a strong earnings beat and raised outlook. Q3 adjusted EPS was $0.84 versus $0.62 expected, though revenue of $10.24 billion missed $12.33 billion. It guided Q4 adjusted EPS to $0.65-0.79 versus $0.55 expected and sales of $11.0-12.5 billion versus $11.07 billion, and the stock jumped about 14.5%. x.com 

Super Micro is shifting from low-margin commodity assembly to high-margin rack-scale direct liquid cooling infrastructure, with gross margin expanding to 15-17%, nearly double its prior 8.2-8.4% outlook, alongside $60B+ in new quarterly orders. Q4 revenue near the low end of $11.0-12.5B guidance reflects supply constraints, not weaker demand, and next quarter's guide rose $20B to $72B. The key question is whether mid-teens margins are a sustainable reset for FY2027. x.com  x.com 

Super Micro's management cannot be trusted, which is reason enough to stay away. Its claims, especially the "$60B in backlog," deserve heavy skepticism, and the company now sees fiscal Q4 revenue near the low end of its $11B-$12.5B guidance. Reliable management that turns words into action and does not engineer the books is a core requirement, and SMCI fails it. x.com  x.com 

Super Micro Computer is a stock to avoid because its management is sketchy and the company has engaged in shady activities, making it highly volatile and unpredictable. There is not enough reward for the risk, and better investments offer clearer multi-year execution and market leadership. x.com  x.com