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$SMCI:NASDAQ · Super Micro Computer, Inc.

Conviction from: NASDAQS&PSerenity

Tradable on: Bitget →

Super Micro Computer, Inc., together with its subsidiaries, develops and sells server and storage solutions based on modular and open-standard architecture in the United States, Asia, Europe, and internationally.

More about this company

Super Micro Computer, Inc., together with its subsidiaries, develops and sells server and storage solutions based on modular and open-standard architecture in the United States, Asia, Europe, and internationally. The company provides liquid and air-cooled AI servers for training and inferencing with integrated graphics processing units (GPUs) or PCIe based architectures; SuperBlade, MicroBlade, FlexTwin, GrandTwin, and BigTwin blade and multi-node systems; SuperStorage systems; Hyper, CloudDC, and WIO and rackmount systems; embedded (5G/IoT/Edge) systems; and MicroCloud server systems. It also offers workstations and networking devices; and modular server subsystems and accessories, including server boards, chassis, power supplies, and other accessories. In addition, the company provides remote system management solutions, such as Server Management suite comprising Supermicro Server Manager, Supermicro Power Management software, Supermicro Update Manager, SuperCloud Composer, and SuperDoctor 5. Further, the company identifies service requirements; creates and executes project plans; conducts verification testing; offers training; and provides technical documentation. Additionally, it offers rack level services from design to deployment for full rack and cluster level deployments of AI and HPC datacenters; help desk services and on-site product support; and warranties, maintenance, and technical support services. The company serves enterprise data centers, cloud computing, artificial intelligence, 5G, and edge computing markets through direct and indirect sales force, distributors, value-added resellers, system integrators, and original equipment manufacturers. Super Micro Computer, Inc. was incorporated in 1993 and is headquartered in San Jose, California.

Not currently held by tracked 13F filers — this page aggregates activist, insider, politician and research activity.

Beyond 13F — activists, insiders, politicians & research

Congressional trades all politician trades →

2 disclosed trade(s) by 1 filer(s).

Trade dateWhoTypeAmount
2025-12-31John Boozman senateSELL$1,001 - $15,000PTR
2025-12-11John Boozman senateBUY$1,001 - $15,000PTR

Trump & executive branch trades all Trump/exec trades →

11 disclosed trade(s) by 1 filer(s).

Trade dateWhoTypeAmount
2026-07-01Trump, Donald J PresidentSELL$50,001 - $100,000PTR
2026-07-01Trump, Donald J PresidentBUY$1,001 - $15,000PTR
2026-07-01Trump, Donald J PresidentSELL$250,001 - $500,000PTR
2026-07-01Trump, Donald J PresidentSELL$1,001 - $15,000PTR
2026-07-01Trump, Donald J PresidentBUY$1,001 - $15,000PTR
2026-05-14Trump, Donald J PresidentBUY$15,004 - $50,000PTR
2026-05-14Trump, Donald J PresidentBUY$250,001 - $500,000PTR
2026-05-14Trump, Donald J PresidentBUY$50,001 - $100,000PTR
2026-05-14Trump, Donald J PresidentBUY$15,001 - $50,000PTR
2026-05-14Trump, Donald J PresidentBUY$1,001 - $15,000PTR
2026-05-14Trump, Donald J PresidentSELL$1,001 - $15,000PTR

Serenity (@aleabitoreddit) full tracker →

Bullish · 13 mention(s), 1 personal-position post(s) · first 2025-09-26 · last 2026-05-20

“@OriginalTrades I don't quite think hiding 1300 pound furnaces is as easy as smuggling GPUs like $SMCI into hairdryer boxes.” post →

All 13 tweet(s) mentioning this ticker
DateTweet
2026-05-20@OriginalTrades I don't quite think hiding 1300 pound furnaces is as easy as smuggling GPUs like $SMCI into hairdryer boxes. · 32 likes · 7,773 views
2026-02-21Year to Date: 316.4% From January 2026 into February 2026. Reflection of my short term trades and longs: > Swing traded tax harvested stocks like $GLXY, $SMCI, and $IREN start of the year > Rode Venezuela stocks from Gold Reserve, $AVAV, to $CVX (calls) up > Bought into defense like $LPTH, $OSS… · 1922 likes · 475,173 views
2026-01-21Looks like markets are starting to find out about $VPG. This is my top robotics sector stock. And reminds me of $SNDK at $30 before current memory rally to $470. Or $SMCI at $1.3 before the AI buildout rally to $100. This may be the inflection point for robotics humanoids. https://t.co/POgwnIJyu… · 662 likes · 511,372 views
2026-01-21$VPG is one of the least known robotic supply chain stocks. However, it's likely the single best asymmetrical exposure to robotics Humanoid ramp for - $TSLA Optimus ~ Figure AI as this $580m company makes: est. ~3-9% BOM cost of every humanoid. $8.5B revenue may come from $TSLA alone ($850 mid… · 437 likes · 254,464 views
2025-12-12Broadcom [ $AVGO ] earnings results and its effect on the AI sector like $LITE and $NBIS: Broadcom's ER was "double beat" with $18.02B revenue (+28% Y/Y) and $1.95 EPS, beating consensus. But AVGO dropped -11.64% and brought down the AI sector. Is this a buying opportunity? Yes. Broadcom is se… · 130 likes · 29,196 views
2025-12-08@LandoInvests Happy to debate $SMCI, I put my thesis here on why it's bound for a recovery due to forward revenue backlog in Q2 2026. https://t.co/FJj3yXlhGT · 2 likes · 1,426 views
2025-12-08Stock position updates: Sitting on high-conviction longs like $NBIS and writing options, relatively lax weekend. Minor position adds updates from last week: $LITE - $316.5 (+5.53%) -> ~$335.91 Lite benefits from $NVDA Blackwell + $GOOGL v7 TPU rampup $AMKR - $37.6 (+18.4%) ~$44.5 Benefits fro… · 88 likes · 41,970 views
2025-12-05@mhayavkay For $SMCI https://t.co/i9EduOkMGY · 1 likes · 1,055 views
2025-12-05As of current prices, December 5th: The ideal AI portfolio for the LLM + TPU/GPU ramp would look like this: · 25% $NBIS · 15% $TSM · 12.5% $LITE · 10% $ALAB · 10% $SMCI · 10% $AMKR · 5% Samsung Electronics · 5% SK Hynix · 5% $CRDO · 5% $CLS · 5% $COHR · 5% $NVDA Calls · 2.5% $AVGO Calls · 2.5% $… · 272 likes · 63,839 views
2025-11-22So I think you're replying to points I never made. Just to clarify: I didn't rate $BITF. If you read my post, it fell into the unrated category, so I'm not debating where it goes in comparison with $WYFI or $SLNH. As for $SLNH, we're not disagreeing on anything I put it as F tier as well since it'… · 2 likes · 3,556 views
2025-11-19Sure happy to explain further than the TLDR on why I've downgraded $IREN and upgraded $TSSI a strong buy. $TSSI has high upside on the drop from $30 to $7 since it was an overreaction to temporary Q3 operational scaling bottlenecks and factory cost not underlying demand. It's well capitalized to … · 25 likes · 7,781 views
2025-11-18🎯. We've seen this before with stocks like $NBIS on the drop from $140 -> $94 and then the violent recovery to $130 all in the span of 2 weeks. This time it seems broader + longer drawdown with most high-beta stocks dropping from $SMCI to $RDDT with highest concentration of AI sector. As you m… · 20 likes · 43,022 views
2025-09-26@__visionxry__ Oh I just did this one on feels. It worked with $SMCI went up like 18% in 2 days after · 0 likes · 263 views

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