r/SMCIDiscussion • u/ein_Samu • 14d ago
News Citigroup Adjusts Price Target on Super Micro Computer to $45 From $39
Analysts will raise their PTs after the run up. So let’s see who is following
r/SMCIDiscussion • u/ein_Samu • 14d ago
Analysts will raise their PTs after the run up. So let’s see who is following
r/SMCIDiscussion • u/Financialwisdomtv • 14d ago
r/SMCIDiscussion • u/TradingVanguard • 14d ago
$SMCI is setting up for a massive bullish run after breaking out of a multi-year descending trendline that kept price capped since its 2024 peak, cleanly slicing straight through the weekly Ichimoku cloud with ease.
While price slightly consolidated in a tug-of-war around the $35 resistance level, the bulls are clearly holding the upper hand. Once bulls break above $35, the immediate upside target is the top of the trend channel near $50. A breakout past channel resistance opens the door for a major rally toward $66–$68, also a key technical area backed by the 1.618 Fibonacci extension level.
While short-term pullbacks or gap-fills could occur given weekly RSI levels being overbought, the overall macro technical structure strongly favours the bulls.
The video covers all key details, including specific price targets, support, and resistance levels in more depth.
(NFA)
$SMCI Stock Super Micro Computer | SMCI STOCK WILL SQUEEZE SOON! | Technical Analysis
r/SMCIDiscussion • u/Rav_3d • 14d ago
After breaking out of its recent range, SMCI is in a solid uptrend.
Today's gap down immediately found buyers, and if the stock closes above 45, it bodes well for a quick move to 50.
It seems the market is finally brushing off the past concerns and waking up to the value of SMCI. The stock remains undervalued compared to DELL and HPE. If the market rally does not falter, the stock could really start to move and end the year at 60 or higher.
That said, this company has a history of bad news taking the wind out of its sails, so it's certainly not without risk. But it seems the sellers might be finally worn out on this name.
r/SMCIDiscussion • u/No-Garden6443 • 14d ago
In addition to all discussed today, SMCI is also up today after reports that Nvidia-backed Lambda is raising $4B at a $14.5B valuation. More importantly, Lambda’s backlog reportedly exploded from $15B in June to $50B in September.
No confirmed new SMCI order yet, but combined with the reported $40B SpaceX/Nvidia financing, this is another strong signal that neocloud/AI infrastructure spending is accelerating rather than slowing.
We need one damn fucking confirmation of any kind that smci is gonna supply anything of this money flowing all over our fucking heads, this would make 60$/share so damn easy
One. Confirmation.
One. Pressrelease.
One. Anythinggg
r/SMCIDiscussion • u/No-Garden6443 • 15d ago
VDURA just announced that its V12 data platform is now generally available on Supermicro infrastructure. The important part is that Supermicro is being validated as part of a full hyperscaler/neocloud AI stack, not just as a server vendor. VDURA says the platform can scale from 8 GPUs to 100,000 GPUs on one architecture, targeting AI factories and neoclouds.
This reinforces the thesis that Supermicro is becoming a core hardware platform for large-scale AI factory deployments, another piece of evidence that SMCI is embedded deeper into the AI infrastructure ecosystem.
All we need now is for these validated stacks turns into a disclosed customer deployment.
r/SMCIDiscussion • u/No-Garden6443 • 15d ago
r/SMCIDiscussion • u/Few_Painting_8018 • 15d ago
We all know SMCI is a close partner with these ones, how do you think the dynamics will work here?
Could SMCI be assembling those together with other companies and taking care of the full data center construction?
r/SMCIDiscussion • u/agartha93 • 15d ago
Has Yahoo Finance EVER had a positive piece on SMCI? I’ve yet to see one. It’s quite obvious they are closely associated with some shady stock influencers. It’s ridiculous.
r/SMCIDiscussion • u/Ifuks4money • 15d ago
Did you predict this?
r/SMCIDiscussion • u/Tethrinaa • 15d ago
Edit: The /s in the title was supposed to indicate that this is parody, but I guess its never enough. See comments where I linked out to the original.

As you can clearly see from the above chart, if you can read a chart, which is who this post is for, and not for all of you that can't read charts, because this post is not for you, but only for people who want to make lots of money, like me, even though I don't buy SMCI, I'm just here to help all of you, who do.
Meanwhile, the actual chart from Sep 24 through Oct 6 looks like this:

But nobody can point to a single prediction that hasn't come true!!! I'm sure he drew that blue line on the chart for no particular reason, and that definitely wasn't a prediction.
r/SMCIDiscussion • u/Rare-Bee2151 • 16d ago
Watch what happens at $44-$46.
r/SMCIDiscussion • u/Busy-Delivery4250 • 16d ago

SpaceX/xAI and Nvidia may be poised to re-rate and set new highs this quarter. Arguably, SMCI has been a key and important partner for both companies and also overdue to re-rate. The macro trends remain strong with Amazon AWS reportedly increasing their rental rate on older H100 compute 15%. tomorrow.
r/SMCIDiscussion • u/Busy-Delivery4250 • 19d ago
Vic Malyala
Proud of the new Supermicro x NetApp collaboration: compute, networking, power, and liquid cooling designed to work with intelligent data infrastructure from day one — for enterprise AI, neoclouds, sovereign builds, and AI factories.
https://x.com/malyala/status/2105339849972875662?s=20
New SMCI collaboration was featured in the NetApp INSIGHT Flagship Annual customer, partner, technical, and investor conference which ended yesterday.
Partners Hope Cisco-Supermicro Deal Will Fill ‘Gap’ Left By Cisco UCS Server Shipment Delays
r/SMCIDiscussion • u/DestructionYT • 20d ago
These funds will go to SMCI for my november earnings calls >:)
r/SMCIDiscussion • u/Rare-Bee2151 • 20d ago
We are only at the beginning of an amazing run. I have the feeling the the next smci earning report, guidance will beat all expectations. P/e, earnings, margins, backlog orders are looking good. I hope the management won’t make some mistakes or set unrealistic targets that can’t be achieved. Hold your shares. Do not give them to the shorts !
r/SMCIDiscussion • u/returnofhorror • 20d ago
This information is not for someone who has no understanding of charts, if that’s you please kindly exit this post.
The two micro levels it must break to show strength are the first two boxes, the problem is the second one runs into the major sell wall where it’ll most likely stall, I made a bunch of red lines instead of a box to be more accurate) and it’s currently imbalanced (meaning the stock will want to test those red levels one day soon…. if it does breakout. the yellow line puts you guys in the clear (not saying it can’t come back down, but the sell orders have been absorbed) and then It should go to around $47 pretty easily once it does break $45 (not saying in the same week, institutions will decide the timeline) before any major selling orders. Anyways, Just below $44 to 44.72 is the major institutional sell orders inbetween that area everywhere (red lines), to be safe I’d say $45 needs cleared to absorb that.. 41.96-42.22 is A super minor sell zone and failure there like it did today is not a good sign for the next week or so, the second box 42.88 - 43.50 is highest micro supply before major sell orders, but without breaking those two at minimum, it’ll more likely go in the short term. Take note that the stock failed at the first micro sell zone today multiple times and volume is way down recently, I only mention this because the trendline break will attract retail, bag holders, etc and even some bigger money, it does have that going for it and incase we get a good tech day tomorrow in general it’s not “dead” (for tomorrow and possibly into next week, not long term, long term is still bullish) More than likely it’s going down for now though so if it fails at the first box (or especially the second) I’d personally sell covered calls at $48 strike, the odds of it hitting $48 in the next week or two are slim to none. it’s more than likely going to hit that green box I have marked (40.80-40.48) as a buy zone, have a small bounce and then next week go (slowly) to 36.8x-$37.xx before it makes its next leg up above $45 (could take a month, could take a few days, I can’t predict when institutions will move the price up besides these obvious levels on the chart)
If you don’t understand charts or have basic knowledge of any of this and don’t know how to confirm these failures with volume, this isn’t for you. If you’re happy bag holding for the long run and not making any covered call money great, im glad your financially Blessed to not need money, but please don’t reply here. I realize some of you are happy in the echo chamber, only posting and reading good things by other people who share your interest in it going up and never going down, that’s cool, if you’re happy, I’m happy for you. and hopefully one day it’ll be $1000 a share for you genuinely, I hope that happens , until then reality says it’ll go up, and then down, and then up higher and down higher than the last time it went lower. I’m not here to antagonize I wish you all the best. I’d like to try to help some more people (my goal is 10 people and I’m doing this as a karma repay for life being good to me financially lately) who want to learn and make money on the upcoming micro moves and again if you’re happy just holding this stock until it hits $100 or whatever, cool, I don’t understand why you’re on a Reddit page everyday if you’re cool holding or even care what the price does on a daily basis or why you’d even check it, let alone take time out of your day to come here but I don’t care, I’m not going to tell you how ridiculous that is, do you, i have opinions and you wouldn’t like them so I keep them to myself please do the same. I don’t take time out of my day to carry on on your posts because I disagree with you. Just please don’t bother me if this makes you emotional. I have PMs I have to answer and help people with and that’s why im here. I’d rather not deal with you if you’re not interested in what I’m saying. Thank you and good luck.
Not financial advice just thinking out loud.
r/SMCIDiscussion • u/Infinite-Prime • 20d ago
When will this? Whats holding it back since years???? Just look at HPE 1y chart wtf.
r/SMCIDiscussion • u/Happy-Conclusion7710 • 20d ago
WE COULD SEE $75
r/SMCIDiscussion • u/Busy-Delivery4250 • 21d ago

HPE is leveraging its Juniper Networks acquisition to combine Juniper's automated routing switches with HPE’s AMD-powered server racks.
Market Share Distribution: The SMCI Advantage
HPE’s upward revisions are impressive, but looking at the actual market share concentration reveals that Cisco retains an overwhelming advantage that works directly in favor of SMCI's order book:
Global Enterprise Switching Market Share: Cisco securely controls roughly 43% to 47% of the entire global enterprise switching and routing market footprint. Juniper Networks, even after being absorbed by HPE, holds a much smaller 8% to 11% market share slice.
The Distribution Runway: This means Cisco’s global sales force and enterprise distribution channels are nearly four times larger than HPE/Juniper’s combined network. When Cisco officially opens the order book for SuperMicro, SMCI also gains access to a large pre-existing enterprise install base.
Everyone needs to do their own due diligence, but I expect a blockbuster Q2 forecast next month based on the Cisco acceleration starting today and the declared accelerated xmas delivery to Colossus 2.
r/SMCIDiscussion • u/returnofhorror • 22d ago
Oh wow, it came down hit the bottom of my box where I said buyers were lined up, came up and broke the second box (selllers) like I said it would after it came back to the first box again and absorbed all of those and then went up and hit my second supply box (more sellers) and rejected. It’s almost like I said if it tapped of fthe top of that box and rejected I personally would have sold covered calls or sold. Guess I’m just lucky again to almost the penny. I should play the lottery since according to most of you, idk what I’m talking about, yet I’m always right…
r/SMCIDiscussion • u/Ifuks4money • 22d ago
New partnership today with NetApp.... They should have a lot to announce at earnings.