The guys running are $SMCI are some big time fraudsters. Stonk is only down 25% pre mkt. I’m sure @ljkawa.bsky.social will be all over this today
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www.sec.gov
S-3ASR
Bluesky · Hashtag
#$SMCI
14
posts · 30d
10
users
0
posts / day
1.4
posts / user
+ 25% vs last week
#$SMCI is an active hashtag on Bluesky. In the last 30 days, 10 people shared 14 posts with it — around 0 a day. Activity is up 25% versus the previous week, peaking on Sep 21 with 3 posts.
#$SMCI posts per day (last 30 days)
Posts with #$SMCI
$SMCI is up 150% in 2 1/2 months since:
Co-founder of tech company charged with diverting $2.5 billion in Nvidia AI chips to China in violation of export laws
4 2 22
I’m not saying $SMCI will be the next NVIDIA.
The point is simple:
AI is bigger than GPUs.
I’m watching companies providing:
Servers.
Liquid cooling.
Racks.
Data-center infrastructure.
The market watches the chip.
I watch what it needs.
That’s where I’m looking next.
Follow along.
1 0 1
I’m watching this one closely.
Everyone is talking NVIDIA.
I’m watching the company helping its AI run.
$SMCI
Price: ~$42
Supermicro is shipping NVIDIA Vera Rubin NVL72 systems with full liquid cooling — from cold plates to cooling towers.
More powerful chips mean more heat.
That got my attention.
1 0 1
$SMCI is a very dodgy shitco to be clear but this kind of stuff cracks me up
1 0 11
GOAT RODEO ALERT
Super Micro reports postmarket. $SMCI
4 0 11
$SMCI reporting after hours!!!
Luke Kawa @ljkawa.bsky.social
Said it before say it again, calling Super Micro a goat rodeo is an insult to talented goats.
2 0 10
$SMCI is getting close to filling the “allegations of smuggling Nvidia AI chips into China” gap
1 1 9
I’m not saying $SMCI will be the next NVIDIA.
The point is simple:
AI is bigger than GPUs.
I’m watching companies providing:
Servers.
Liquid cooling.
Racks.
Data-center infrastructure.
The market watches the chip.
I watch what it needs.
That’s where I’m looking next.
Follow along.
1 0 1
I’m watching this one closely.
Everyone is talking NVIDIA.
I’m watching the company helping its AI run.
$SMCI
Price: ~$42
Supermicro is shipping NVIDIA Vera Rubin NVL72 systems with full liquid cooling — from cold plates to cooling towers.
More powerful chips mean more heat.
That got my attention.
1 0 1
$SMCI is now shipping NVIDIA Vera Rubin NVL72 racks.
0 0 0
$SMCI 👀
Range-bound for weeks. Then our indicators flagged a standout print of the month, bullish, just as the stock bottomed.
Trading above $40 now.
Flow like this at robinflow.io
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Dell Stock is +247% over 6 months. Is it too late?
#DellStock $DELL #AIStocks #StockMarketNews #Nvidia $NVDA $HPE $SMCI #Investing #Finance
youtube.com/shorts/IEOsM...
youtube.com
Dell Stock is +247% over 6 months. Is it too late? #DellStock $DELL #AIStocks #StockMarketNews
YouTube video by Wall Street Game Notes
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$ORCL restated $90–95B capex and $70B net cash spend. $MSFT plans 26 GW more capacity. Rack and server names gained. $DELL, $HPE, $SMCI, $VRT, $BE. notreload.xyz/oracle-spend...
notreload.xyz
Oracle Spending Hold Lifts Server and Rack Stocks
Oracle kept its $90–95B AI capex plan as Microsoft targets 38 GW by 2032. HPE and Dell jumped on the infrastructure read-through.
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$ZEFI $ZEFIF 🎬 "The Hazard Below": free, 25min, EDF + CEO featured. Media authority → trust → contracts. hazardbelowmovie.com. C$0.60, C$2.08 analyst target. DYOR. Not financial advice. #TheHazardBelow $TSLA $NVDA $AAPL $MSFT $META $AMZN $GOOGL $AMD $PLTR $COIN $CRWD $PANW $NET $SMCI $SOFI $MARA
hazardbelowmovie.com
Hazard Below: die Bohrungen, die Amerika vergessen hat
Ein Dokumentarfilm über Millionen aufgegebener Öl- und Gasbohrungen, aus denen unter amerikanischem Boden weiter Methan entweicht, und über die Teams, die sie verschließen.
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