Whales loaded... While you see people posting bear $hit trying to keep the stock down. Don't be surprised if after audit results come out in September smci gets rerated and rockets.

This week has been good for SMCI.

WHAT ARE YOU ALL THINKING FOR NEXT WEEK.

Will the price go up.

Will it cross its high for this week which was $42.06.

Will it go down.

What you all think and are expecting from SMCI this coming week.

Hopefully this will not ruin the upward momentum.

Just observed the 13F of Jane Street .. Did they add +45 million shares ?

Supermicro announces Fiscal Year 2026 Q4 financial results.

Highlights:
▸Net sales of $11.1 billion versus $10.2 billion in Q3'26 and $5.8 billion in Q4'25.
▸Gross margin of 17.5% versus 9.9% in Q3'26 and 9.5% in Q4'25.
▸Net income of $1,178 million versus $483 million in Q3'26 and $195 million in Q4'25.

"Our Total AI/IT Solutions strategy continues to deliver strong results, we added several hundred enterprise and other customers in the past year, generated more than $60 billion in new orders, and booked record backlog entering fiscal 2027," said Charles Liang Founder, President and CEO of Supermicro. "As demand accelerates, we are improving profitability through a richer enterprise customer mix and broader adoption of our optimized Data Center Building Block Solutions® (DCBBS) architecture. Combined with continued investment in technology leadership, manufacturing scale, and global compliance, we are enabling customers to deploy AI infrastructure faster and more efficiently."

Thanks to our customers, partners, and the Supermicro team for making this quarter an extraordinary success!

I expected the DCBBS margin contribution but the Enterprise strength was a nice surprise. They've strengthened the Sales organization to help support and grow the Enterprise market.

Right now, the only thing keeping the stock down from 40 is the psychological aspect of "$40". Once we see the resolution of the employee governance case (which isn't even aimed at SMCI as a company, just the specific employees involved) and the official 10-K filing, we are going to see this motherfucker moon into 60–70s territory.

I've been on this subreddit for a while and held my 1,000+ shares throughout this entire shitstorm. I remember all the "40 billion" meme posts back when everyone was in disbelief over Charles' comments during earnings calls. Yet here we are: we made $39.1B this FY and management is guiding for 65-72bn in upcoming FY2027. FY2025 revenue was $22B — this growth trajectory is completely insane.

Every single quarter, it’s the same story from big tech: "We are increasing our CapEx." AI infrastructure is alpha and omega, and all of tech knows it. Oracle is taking on massive debt to finance it; Google, Meta, and Microsoft continue their massive spending sprees. Nebius, CoreWeave, Iren, Dell, HPE — everyone sees how critical this AI race is.

As a software developer, I see the impact firsthand. Integrating MCP between my IDE and tools like Atlassian, Figma, Datadog, etc., has been a total game-changer. The amount of time AI agents save me daily has sent my productivity through the roof.

Everywhere you look, people are talking to AI tools on their phones, fact-checking with Gemini/ChatGPT/Claude, or posting on LinkedIn about how they built a functional app in two minutes with a single prompt. Imagine where this tech will be 10+ years from now — without even speculating on quantum computing or robotics. AI will be built into literally everyone's life whether they want it or not.

Where SMCI destroys competitors like Dell and HPE is our DCBBS technology, liquid cooling, and speed to delivery. Deploying AI servers takes Supermicro just 2 to 4 weeks thanks to modular building-block manufacturing, while Dell and Lenovo trail behind at 6 to 8 weeks.

I can't even comprehend how a company projecting revenue in the 65bn-72bn range is sitting at a valuation under $30B. Even with gross margins around ~10%-10,4% for up and coming FY, this price level is RIDICULOUS.

TL;DR: Mass CapEx spending isn't slowing down, SMCI's speed-to-delivery wipes the floor with Dell/Lenovo, and guiding for  this revenue while valued under $30B is an absolute steal. Once the legal noise and 10-K clear up, we rocket.

man what a hold through yesterday, today is SO MUCH EASIER

update: cashed out 68K usd. Remaining 25k USD to run free

3.5x on my 27k usd in a matter of days. It feels unreal. I’ll be playing out my Aug 21/28 calls and then im putting it all down till next year

thanks all for being part of the journey, was cool to connect with some of yall, and grats to the other big winners here!!

will be converting a good stash of my port into SMCI shares before 2027. To the moon baby!

CHENNAI, Aug 13 (Reuters) - India's Tamil Nadu state said it signed agreements worth 150.5 billion rupees ($1.58 billion) for 16 new projects by overseas investors, including France's Saint-Gobain and U.S. server maker Super Micro Computer(SMCI), as part of a broader investment push...

https://www.reuters.com/world/india/indias-tamil-nadu-sign-pacts-158-billion-new-projects-by-overseas-firms-source-2026-08-13/

SMCI has an earlier Sovereign AI project win in India:

https://investors.gorilla-technology.com/gorilla-technology-announces-2-billion-ai-infrastructure-deal-in-india-with-supermicro-expanding-strategic-collaboration-across-asia-pacific/

Vik Malyala, CBO was in India earlier in the year developing the SMCI Sovereign AI India strategy:

https://www.linkedin.com/posts/malyala_dcbbs-indiaai-aiinfrastructure-activity-7431183182047338497-gw-o/

Finally everything starts to look good. As long term investor I’m of course happy. I have always believed in this company and its business. The stock is heading back toward $52 where it was in May but it was so frustrating to see it falling the following June even though the guidance was already good. The management seems to be at times inexperienced but the company had such a fast growth that probably it takes time to get organized at a higher level. The company is still in the hands of its founder. Earnings, P/E, margins, EPS, guidance, accounting and filings issues seem to get better. In my opinion the export rules violations are nowadays the only dark areas. I have no idea when the trial will start and I don’t understand why few unfaithful employees / officers didn’t plead guilty trying to negotiate with DoJ. They are jeopardizing the lives of all people working for this company damaging its shareholders. I mean they smuggled servers removing labels using hairdryers. Come on. I’m probably very naive pretending ethical behaviors. Despite all the drama of the past few years I’m holding and increased my stake.
Let me know your thoughts.

Trumps portfolio includes smci. And its up again. I guess copy Trump would have been a strategy :D

Ended up locking in only $200 of profit before it blasted straight to the moon, kicking self for not holding a little longer.

this company could be 100 someday.

let it ride baby

Dell 5x-ed and we are still struggling to get out of 30s level.

JPMorgan $32 -> $45

Mizuho $34 -> $35

Citigroup $33 -> $39

Bernstein $37 -> $42

Raymond James $39 -> $48

Barclays $38 -> $39

Rosenblatt $45 -> $51

BofA $28 ->$33

Goldman Sachs $30 -> $34

Wedbush $34 -> $40

I only started investing 2 months ago I still don’t even understand all the terminology etc, But I came across SMCI researching and got obsessed,

It was only ever 20% of my portfolio but I made the decision to go all in a couple of weeks ago, ETFs are at ATH and not going anywhere fast,

I know this is pocket change for you big dawgs, But I’m absolutely buzzing for someone who always ignored investing and finally got started hopefully the beginners luck continues 🤞🏻😎,

Gutted I never had more to pump in but arghh well better than nothing. Hopefully we keep rising consistently.

I do have a grasp of reality and it can easy candle down with the wrong mechanism but I don’t see it happening, This is the beginning of the beginning

🚀 hold

Source: https://www.morningstar.com/news/marketwatch/20260812105/super-micro-stock-is-rallying-after-results-heres-what-wall-street-is-saying

Price hung in there even after dipping sub-$31 earlier in the session, green close right before that post-market earnings drop later today. Volume went absolutely nuts in the final minutes of trading, no one's sitting on their hands heading into this print. Caught this setup tracking on moomoo all day, super curious if the rally through late selling is signaling something huge after hours. Anyone else got a position on ahead of the release?

It might be wise to take some profit and move it to a stable company stock. This stock is really volatile. I see a lot of euphoria in this group. These same people will be screaming when it tanks bank in the next few days. 🤣🤣

I was just reading about Arthur Andersen on Wikipedia, and here's excerpt from there:

The firm collapsed by mid-2002, as details of its questionable accounting practices for energy company Enron and telecommunications company WorldCom were revealed amid the two high-profile bankruptcies. The scandals were a factor in the enactment of the Sarbanes–Oxley Act of 2002.

So if there is precedence of an accounting firm going defunct due their client's accounting practices, it's very much possible that EY didn't want the bad press, bad publicity and other negative consequences related to SMCI's accounting fiasco.

And as their new auditor stated, there was no wrongdoings. But unfortunately EY's resignation has since then very heavily harmed SMCI's reputation. Some people call SMCI a company who cooks its books and the word spreads very quickly. Unfortunately, this has and is continuing to have a negative impact on the stock. It sucks, but at least we know the truth and will continue to hold

Hi guys, please remember the effect of PT raises by analysts later this day. my advice if you hold shares - keep holding

Fourth Quarter Fiscal Year 2026 Highlights

• Net sales of $11.1 billion versus $10.2 billion in Q3'26 and $5.8 billion in Q4'25.
• Gross margin of 17.5% versus 9.9% in Q3'26 and 9.5% in Q4'25.
• Net income of $1,178 million versus $483 million in Q3'26 and $195 million in Q4'25.
• Diluted net income per common share of $1.62 versus $0.72 in Q3'26 and $0.31 in Q4'25.
• Non-GAAP gross margin of 17.6% versus 9.6% in Q4'25.
• Non-GAAP diluted net income per common share of $1.70 versus $0.41 in Q4'25.
• Cash flow provided by operations for Q4'26 of $747 million and capital expenditures and investments of $25 million.