SMCI
Super Micro Computer, Inc. Common Stock
stock NASDAQ

My dumb ass bought SMCI on friday

What a UAE Deal Might Mean For SMCI

What a UAE Deal Might Mean For SMCI

#what is the dirtiest fraud stonk of 2025 so far? Is it MSTR? Is it SMCI?

nothing burger like SMCI

It may be peanuts compared to the market cap by why do insiders buy shares of a company? only one reason they believe it’s going to go up.
This reminds me of last year with SMCI the fraud ends up being a big nothingburger

**New Stocks to Buy Now:**  ALAB, AGX, AZ, CHWY, CRS, IDN, MVST, PATH, PDYN, QSI, RBRK, RCAT, RDW, SOUN
**Recent Buys**:  BBAI, CRNC, FVRR, LAC, LDOS, LZ, TWLO, SKYW, FROG, SMR, SNOW, OPTT, UPWK. 
**Recent Sells:** LAC, MASS
On 5/14, MASS hit its target stop sell of 4.32 established last week. If one was following the model logic closer, the 200D featured a decline after 5/13 close, also a sell now trigger for next market day open. If this observation was recognized, the stock could have been sold at 4.70, market open on 5/14.
**Stocks to sell now:**  AQN, LDOS, SFM
AQN 200D simple moving average after market close started a decline, signaling to sell on my stock technical analysis model. LDOS 200D is featuring a horizontal (within +/- 1.5%) vs. 45 day prior 200D close, also triggering a sell.  SFM is now forming a horizontal pattern, also signaling a sell.  It’s better to put the money into a new opportunity of growth rather than squeeze a couple more drops from already eaten grape fruit.
**Close to Buy Triggers:**  AMD, AMST, ASPS, BASE, BEN, BLDP, BLND, BMBL, BROG, BTCT, BYON, CELH, CNXC, COMM, CRCT, CRSR, CVAC, CXM, DASH, DNA, DTSS, EVGO, F, FLGT, FRSH, FSLY, GV, IMCR, INVA, IOT, ISRG, KLTR, KOD, LUNR, LVO, MBLY, MKTW, MOB, MOD, MTW, NEOV, NICE, NUS, OCC, OTTR, PBF, PGNY, PLAY, PNTG, PRZO, PUBM, QS, QTWO, RBOT, RDDT, SEDG, SEIC, SGA, SHLS, SMCI, SMTC, \*SPCE, SOLV, SPIR, STEM, SYM, TBLA, TNET, TRIP, TSLA, TSM, TTEC, VRAR, VUZI, VVOS, ZI
**Current model owned stocks (stop sell price):**
Updated stop sell orders calculated from technical analysis model output.
ADPT (7.32), APPS (4.29), ARQQ (14.73), BBAI (2.97), BB (3.50), CMP (15.94), CURI (4.37), DAVE (135.38), EOSE (6.25), EYE (14.03), FROG (31.90), FVRR (27.75), HIMS (47.19), IDAI (1.91), INTZ (1.27), IONQ (25.54), LZ (7.87), MOS (28.77), MSTR (353.53), NFLX (950.61), NOW (941.3), OKLO (27.54), OLO (8.24), OPRT (5.64), OPRX (8.34), OPTT (0.42), PAYC (243.85), PLTR (103.68), PODD (278.91), QBTS (8.94), QUBT (6.49), RDW (11.47), RKLB (18.91), SKYW (94.70), SMR (17.64), SNOW (147.07), STNE (11.76), TATT (26.38), TDUP (5.22), TG (7.31), TITN (15.79), TOST (33.84), TWLO (93.69), UI (346.47), UPWK (14.07), WAY (38.74), ZM (75.37)
Quantity of current Holdings:      53 stocks (66% equity)
New Sells                                             0
New Buys                                            14
New Quantity of Stocks:                 65 
**Market Timing Model Status Update**    **Green.**  For accounts that can only invest in equity index funds, recommended position is 100% equity index.
Happy Investing,
Ludicrous Returns

Completely agree, the main issue with SMCI is that they need cash, a lot of cash, to keep up with demand so they'll always be diluting shareholders.

What a UAE Deal Might Mean For SMCI

I made money on the SMCI saga… this seems like a similar bet.

Going through your post history, do you see CRWV as a competitor to SMCI?

I expect some movement but Bessent is already downplaying it at a late indicator. I am considering this a BTD opportunity for some adds to positions. However, since the market is WAY overbought and has been for several days now, this might tip the scales to a healthy retracement.
I have set alerts for 10% below Friday's close for a larger move down in many high flying stocks like AMD and NVDA, but also META, NFLX, AVGO, MU, SMCI, PLTR that also ran big last week. We have a rather soft news day on Monday, so the dip might extend into Tuesday unless it rolls the SPY and QQQ lower and gathers some momentum to keep it going a few days.
The harsh reality is that whatever the rating, the US dollar is still the world currency and the economy is actually in a better position than what might be reported right now. WE have just made a 4 week run off of some big lows and that is when the trend and sentiment tends to switch for a little while. The world didn't end on Friday after the close, but some may well take this opportunity to try and push the markets lower for a better entry. Also, we closed Friday just 4% below a new ATH in the SPY & QQQ, so backing up some now after the sharp climb from the April Lows is totally fine and healthy. Even a 5% pullback in the SPY and QQQ will keep this run totally intact and offer us all a great buying opportunity.
My base case is this rating cut will blow over faster than we think today. Place your bets and get ready. Keep some cash on hand in case we do take a multi-day dip.

Oh market is gonna pump this monday. NVDA and SMCI talking tomorrow lol

You’re fine. Doing great. Don’t touch ANYTHING except add STRF and a couple aggressive ETFs. A couple good partnerships would be SMCI/SMCY, MSTR/MSTY, COIN/CONY, and TSLY to go along with your TSLA. Don’t have to go heavy on these ETFs but they are aggressive compared to VOO, SCHD, and JEPQ (which are all great and you should feed as often as you can). But you have some room for a few more aggressive plays there too.

AMD,SMCI,BA,FNMA,QUBT

My dumb ass bought SMCI on friday

What a UAE Deal Might Mean For SMCI

What a UAE Deal Might Mean For SMCI

#what is the dirtiest fraud stonk of 2025 so far? Is it MSTR? Is it SMCI?

nothing burger like SMCI