Super Micro Surges Nearly 20% on Record Q4 Orders, Margin Beat

Super Micro Surges Nearly 20% on Record Q4 Orders, Margin Beat — Is the Reversal Real?

Super Micro Computer soared 19.84% to $30.56 after the company disclosed record fourth-quarter orders and a better-than-expected gross margin improvement, decisively reversing bearish sentiment tied to AI server price wars. As a core assembly partner for Nvidia's GB-series platforms, the order rebound is viewed as a leading indicator of AI server demand. After months of accounting controversy and short-seller pressure, is this high-volume surge a genuine trend reversal or another valuation overshoot?

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TigerOptions

10:43

Why Super Micro’s Margin Surprise Matters More Than Its Revenue Shortfall

$SUPER MICRO COMPUTER INC(SMCI)$’s July 21 preliminary update changed the market’s immediate concern from whether it could sell enough AI servers to whether it could finally earn reasonable margins on those sales. The company expects fiscal fourth-quarter revenue near the lower end of its previous $11.0 billion–$12.5 billion guidance. Ordinarily, that would be a disappointment. However, estimated GAAP and non-GAAP gross margin was raised dramatically to 15%–17%, compared with previous guidance of only 8.2%–8.4%. Super Micro attributed the difference primarily to a favourable customer and product mix. It also reported more than $60 billion in new fourth-quarter orders and said backlog ended fiscal 2026 at a record level. Super Micro’s preliminary u

Why Super Micro’s Margin Surprise Matters More Than Its Revenue Shortfall

Harj

12:15

$SUPER MICRO COMPUTER INC(SMCI)$ SMCI has faced numerous challenges including its auditors resigning and not able to lodge financial statements but came off flying high. I am very optimistic about its success.

Winner_Ho

08:13

$SMCI 20260724 26.0 PUT$ nice win!

Merle Ted

00:22

$SUPER MICRO COMPUTER INC(SMCI)$ $Alphabet(GOOG)$ The company looks set to increase capex again. Stubborn shorts could be in for a tough time. There's no reason to panic yet.

BillyWilliams

07-22 22:11

$SUPER MICRO COMPUTER INC(SMCI)$ It's pretty clear to see which hardware companies are set to benefit from the massive bookings Super Micro just reported. The list includes names like Nvidia, Micron, SanDisk, Marvell, Vertiv, Broadcom, and others. It's likely Dell and HPE also have significant bookings from this trend.

Sandyboy

07-22 23:58

$SMCI DIAGONAL 260821/260807 CALL 40.0/CALL 36.0$ Rolled to take advantage of the increase in prices

SullivanRrr

07-22 21:50

$SUPER MICRO COMPUTER INC(SMCI)$ I'm looking at $Intel(INTC)$ and thinking it could move from the $20s to above $100 fairly soon.

7193e885

07-22 22:18

$SUPER MICRO COMPUTER INC(SMCI)$ @Trade Feed Decoder

7193e885

07-22 21:42

$SUPER MICRO COMPUTER INC(SMCI)$ @Trade Feed Decoder

HRHRHRHR

07-22 15:16

$SUPER MICRO COMPUTER INC(SMCI)$ Ignoring all the geopolitical issues, trump tariffs and SMCI shit news, $75 is a 2x-3x return from lows. Buybuybuy while we can! [Cool] [Cool] [Cool] 1. Key Inputs from the Latest Announcement • ⁠Q4 FY26 Preliminary Revenue: $11.0B (at the low end of $11.0B–$12.5B guidance). • ⁠Gross Margin: 15.0% – 17.0% (vs. previous guidance of 8.2%–8.4%). • ⁠New Orders Intake: >$60 Billion in Q4 alone, pushing backlog to record highs. • ⁠Share Count: ~580M to 600M diluted shares (reflecting recent capital raises). 2. Updated Earnings Power Model (FY2027 Run-Rate) Previously, Wall Street modeled SMCI as a low-margin assembler (~8% to 10% gross margins) producing t

TrendSpider

07-22 13:56

SMCI, HOOD, ONDS, SLV& SPY Enjoy Great Reversal Here?

Hello everyone! Today i want to share some technical analysis with you! 1 The longer the squeeze... 🍋 $SPDR S&P 500 ETF Trust(SPY)$ 2 It's been a minute since Silver showed some signs of life 👀 $iShares Silver Trust(SLV)$ 3 The past 3 trading days on $Ondas Holdings Inc.(ONDS)$ are the top 3 most active trading days in the company's history. In other words, each of the last 3 trading days saw more volume than was ever previously recorded in a single session. The market is taking notice as the stock sits -30% YTD. 4 Another insider snipe in the books 📚 $Robinho

SMCI, HOOD, ONDS, SLV& SPY Enjoy Great Reversal Here?

Florence Tennyson

07-22 05:00

Noticed a major bank just upped its price target on $NVIDIA(NVDA)$ to $250. Saw a small after-hours move on the stock. It closed the regular session at $207.29, up 1.97% on volume of 106.5 million shares. This kind of news tends to give short-term sentiment a lift, even if the fundamentals haven't really changed. For me, the thing to watch is whether it can stay above $210. As for my own position, I'm still holding. My own target is around $220, and I'm keeping an eye on the $200 level as a risk control point. $NVIDIA(NVDA)$ $Advanced Micro Devices(AMD)$

JohnnyYoung

07-22 05:39

I've already bought $475,000 worth of $SUPER MICRO COMPUTER INC(SMCI)$ and $Defiance Daily Target 2X Long SMCI ETF(SMCX)$ , along with some call options. I'm planning to buy another $356,000, looking at the strong earnings update. I'm not selling even at $90 because I think it could reach $110+ within six months. The potential for a significant short squeeze is something I'm watching.

Rod Harte

07-22 09:35

$Intel(INTC)$ $SUPER MICRO COMPUTER INC(SMCI)$ There's a hint that Intel might absolutely crush earnings.

SullivanRrr

07-22 04:21

$SUPER MICRO COMPUTER INC(SMCI)$ Hoping to see a move similar to what happened with Intel's stock price, from the $20s to above $100 over a few months.

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I am very optimistic about its success.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/588799795675856","isVote":1,"tweetType":1,"viewCount":46,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":588777203085608,"gmtCreate":1784774619562,"gmtModify":1784776908633,"author":{"id":"3572212908677301","authorId":"3572212908677301","name":"TigerOptions","avatar":"https://community-static.tradeup.com/news/20925853481806adc78dcdfe25f2fe89","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572212908677301","idStr":"3572212908677301"},"themes":[],"title":"Why Super Micro’s Margin Surprise Matters More Than Its Revenue Shortfall","htmlText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$</a>’s July 21 preliminary update changed the market’s immediate concern from whether it could sell enough AI servers to whether it could finally earn reasonable margins on those sales. 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However, estimated GAAP and non-GAAP gross margin was raised dramatically to 15%–17%, compared with previous guidance of only 8.2%–8.4%. Super Micro attributed the difference primarily to a favourable customer and product mix. It also reported more than $60 billion in new fourth-quarter orders and said backlog ended fiscal 2026 at a record level. Super Micro’s preliminary u","text":"$SUPER MICRO COMPUTER INC(SMCI)$’s July 21 preliminary update changed the market’s immediate concern from whether it could sell enough AI servers to whether it could finally earn reasonable margins on those sales. The company expects fiscal fourth-quarter revenue near the lower end of its previous $11.0 billion–$12.5 billion guidance. Ordinarily, that would be a disappointment. However, estimated GAAP and non-GAAP gross margin was raised dramatically to 15%–17%, compared with previous guidance of only 8.2%–8.4%. Super Micro attributed the difference primarily to a favourable customer and product mix. It also reported more than $60 billion in new fourth-quarter orders and said backlog ended fiscal 2026 at a record level. Super Micro’s preliminary u","images":[{"img":"https://community-static.tradeup.com/news/43ae6903f2d28e97cd96ce14cd6fef46","width":"1550","height":"816"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":168,"commentSize":0,"repostSize":7,"link":"https://ttm.financial/post/588777203085608","isVote":1,"tweetType":1,"viewCount":429,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},{"id":588740667220488,"gmtCreate":1784765617134,"gmtModify":1784776908675,"author":{"id":"3574037905224918","authorId":"3574037905224918","name":"Winner_Ho","avatar":"https://static.tigerbbs.com/e826c4fe700e60898cfce779ef2c27cc","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3574037905224918","idStr":"3574037905224918"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/OPT/SMCI 20260724 26.0 PUT\">$SMCI 20260724 26.0 PUT$</a> nice win!","listText":"<a href=\"https://ttm.financial/OPT/SMCI 20260724 26.0 PUT\">$SMCI 20260724 26.0 PUT$</a> nice win!","text":"$SMCI 20260724 26.0 PUT$ nice win!","images":[{"img":"https://community-static.tradeup.com/news/787f2b224b3c05f1e111dc421f422e7e","width":"1074","height":"1644"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/588740667220488","isVote":1,"tweetType":1,"viewCount":21,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":588684412023000,"gmtCreate":1784737322000,"gmtModify":1784776908716,"author":{"id":"10000000000010990","authorId":"10000000000010990","name":"Merle Ted","avatar":"https://static.tigerbbs.com/d0681550b13e51a8ffa4c08327616955","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010990","idStr":"10000000000010990"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$&nbsp;</a><a href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;The company looks set to increase capex again. Stubborn shorts could be in for a tough time. There's no reason to panic yet.","listText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$&nbsp;</a><a href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;The company looks set to increase capex again. Stubborn shorts could be in for a tough time. There's no reason to panic yet.","text":"$SUPER MICRO COMPUTER INC(SMCI)$ $Alphabet(GOOG)$ The company looks set to increase capex again. Stubborn shorts could be in for a tough time. There's no reason to panic yet.","images":[{"img":"https://community-static.tradeup.com/news/e936f3a253494760bbfe0cf2d554316b","width":"150","height":"103"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/588684412023000","isVote":1,"tweetType":1,"viewCount":122,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":588619072230472,"gmtCreate":1784735935915,"gmtModify":1784776908758,"author":{"id":"4096961999981430","authorId":"4096961999981430","name":"Sandyboy","avatar":"https://community-static.tradeup.com/news/c0493c8f653046dcb6adcd04d9fbd091","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4096961999981430","idStr":"4096961999981430"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/OPT/SMCI 20260807 36.0 CALL BUY 1 | SMCI 20260821 40.0 CALL SELL 1\">$SMCI DIAGONAL 260821/260807 CALL 40.0/CALL 36.0$&nbsp;</a>Rolled to take advantage of the increase in prices&nbsp;","listText":"<a href=\"https://ttm.financial/OPT/SMCI 20260807 36.0 CALL BUY 1 | SMCI 20260821 40.0 CALL SELL 1\">$SMCI DIAGONAL 260821/260807 CALL 40.0/CALL 36.0$&nbsp;</a>Rolled to take advantage of the increase in prices&nbsp;","text":"$SMCI DIAGONAL 260821/260807 CALL 40.0/CALL 36.0$ Rolled to take advantage of the increase in prices","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":19,"commentSize":0,"repostSize":4,"link":"https://ttm.financial/post/588619072230472","isVote":1,"tweetType":1,"viewCount":455,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":588590100226376,"gmtCreate":1784729919492,"gmtModify":1784794073973,"author":{"id":"4107045598852250","authorId":"4107045598852250","name":"7193e885","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4107045598852250","idStr":"4107045598852250"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$&nbsp;</a><a href=\"https://ttm.financial/U/10000000000011061\">@Trade Feed Decoder</a>","listText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$&nbsp;</a><a href=\"https://ttm.financial/U/10000000000011061\">@Trade Feed Decoder</a>","text":"$SUPER MICRO COMPUTER INC(SMCI)$ @Trade Feed Decoder","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":1,"link":"https://ttm.financial/post/588590100226376","isVote":1,"tweetType":1,"viewCount":106,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":588591079366872,"gmtCreate":1784729515000,"gmtModify":1784776908842,"author":{"id":"9000000000000163","authorId":"9000000000000163","name":"BillyWilliams","avatar":"https://static.tigerbbs.com/f0d9064517bcefca15dc55450b4b9bf7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000163","idStr":"9000000000000163"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$&nbsp;</a>It's pretty clear to see which hardware companies are set to benefit from the massive bookings Super Micro just reported. The list includes names like Nvidia, Micron, SanDisk, Marvell, Vertiv, Broadcom, and others. It's likely Dell and HPE also have significant bookings from this trend.","listText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$&nbsp;</a>It's pretty clear to see which hardware companies are set to benefit from the massive bookings Super Micro just reported. The list includes names like Nvidia, Micron, SanDisk, Marvell, Vertiv, Broadcom, and others. It's likely Dell and HPE also have significant bookings from this trend.","text":"$SUPER MICRO COMPUTER INC(SMCI)$ It's pretty clear to see which hardware companies are set to benefit from the massive bookings Super Micro just reported. The list includes names like Nvidia, Micron, SanDisk, Marvell, Vertiv, Broadcom, and others. It's likely Dell and HPE also have significant bookings from this trend.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/588591079366872","isVote":1,"tweetType":1,"viewCount":10,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":588631084499272,"gmtCreate":1784728234000,"gmtModify":1784776908884,"author":{"id":"3527667613087911","authorId":"3527667613087911","name":"SullivanRrr","avatar":"https://static.tigerbbs.com/6e743508fdcea73d01327da840eb95a2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667613087911","idStr":"3527667613087911"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$&nbsp;</a>I'm looking at <a href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$&nbsp;</a> and thinking it could move from the $20s to above $100 fairly soon.","listText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$&nbsp;</a>I'm looking at <a href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$&nbsp;</a> and thinking it could move from the $20s to above $100 fairly soon.","text":"$SUPER MICRO COMPUTER INC(SMCI)$ I'm looking at $Intel(INTC)$ and thinking it could move from the $20s to above $100 fairly soon.","images":[{"img":"https://community-static.tradeup.com/news/a426b223db4e4ea6b5cabdcf297050ee","width":"350","height":"350"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/588631084499272","isVote":1,"tweetType":1,"viewCount":103,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":588581235462472,"gmtCreate":1784727755243,"gmtModify":1784794030693,"author":{"id":"4107045598852250","authorId":"4107045598852250","name":"7193e885","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4107045598852250","idStr":"4107045598852250"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$&nbsp;</a><a href=\"https://ttm.financial/U/10000000000011061\">@Trade Feed Decoder</a>","listText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$&nbsp;</a><a href=\"https://ttm.financial/U/10000000000011061\">@Trade Feed Decoder</a>","text":"$SUPER MICRO COMPUTER INC(SMCI)$ @Trade Feed Decoder","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":1,"link":"https://ttm.financial/post/588581235462472","isVote":1,"tweetType":1,"viewCount":96,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":588490111317056,"gmtCreate":1784704578346,"gmtModify":1784776908980,"author":{"id":"4125545119825582","authorId":"4125545119825582","name":"HRHRHRHR","avatar":"https://community-static.tradeup.com/news/f72f7c8c7a3f167c0f03f6041d1ff44f","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4125545119825582","idStr":"4125545119825582"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Ignoring all the geopolitical issues, trump tariffs and SMCI shit news, $75 is a 2x-3x return from lows. Buybuybuy while we can! [Cool]&nbsp; [Cool]&nbsp; [Cool]&nbsp;&nbsp; 1. Key Inputs from the Latest Announcement • ⁠Q4 FY26 Preliminary Revenue: $11.0B (at the low end of $11.0B–$12.5B guidance). • ⁠Gross Margin: 15.0% – 17.0% (vs. previous guidance of 8.2%–8.4%). • ⁠New Orders Intake: &gt;$60 Billion in Q4 alone, pushing backlog to record highs. • ⁠Share Count: ~580M to 600M diluted shares (reflecting recent capital raises). 2. Updated Earnings Power Model (FY2027 Run-Rate) Previously, Wall Street modeled SMCI as a low-margin assembler (~8% to 10% gross margins) producing t","listText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Ignoring all the geopolitical issues, trump tariffs and SMCI shit news, $75 is a 2x-3x return from lows. Buybuybuy while we can! [Cool]&nbsp; [Cool]&nbsp; [Cool]&nbsp;&nbsp; 1. Key Inputs from the Latest Announcement • ⁠Q4 FY26 Preliminary Revenue: $11.0B (at the low end of $11.0B–$12.5B guidance). • ⁠Gross Margin: 15.0% – 17.0% (vs. previous guidance of 8.2%–8.4%). • ⁠New Orders Intake: &gt;$60 Billion in Q4 alone, pushing backlog to record highs. • ⁠Share Count: ~580M to 600M diluted shares (reflecting recent capital raises). 2. Updated Earnings Power Model (FY2027 Run-Rate) Previously, Wall Street modeled SMCI as a low-margin assembler (~8% to 10% gross margins) producing t","text":"$SUPER MICRO COMPUTER INC(SMCI)$ Ignoring all the geopolitical issues, trump tariffs and SMCI shit news, $75 is a 2x-3x return from lows. Buybuybuy while we can! [Cool] [Cool] [Cool] 1. Key Inputs from the Latest Announcement • ⁠Q4 FY26 Preliminary Revenue: $11.0B (at the low end of $11.0B–$12.5B guidance). • ⁠Gross Margin: 15.0% – 17.0% (vs. previous guidance of 8.2%–8.4%). • ⁠New Orders Intake: >$60 Billion in Q4 alone, pushing backlog to record highs. • ⁠Share Count: ~580M to 600M diluted shares (reflecting recent capital raises). 2. Updated Earnings Power Model (FY2027 Run-Rate) Previously, Wall Street modeled SMCI as a low-margin assembler (~8% to 10% gross margins) producing t","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/588490111317056","isVote":1,"tweetType":1,"viewCount":1006,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":588468380856440,"gmtCreate":1784699795233,"gmtModify":1784776909031,"author":{"id":"9000000000000369","authorId":"9000000000000369","name":"TrendSpider","avatar":"https://community-static.tradeup.com/news/735481e1e3ac7d7e59d7f9448b31b8a0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000369","idStr":"9000000000000369"},"themes":[],"title":"SMCI, HOOD, ONDS, SLV& SPY Enjoy Great Reversal Here?","htmlText":"Hello everyone! Today i want to share some technical analysis with you! 1 The longer the squeeze... 🍋 <a target=\"_blank\" href=\"https://ttm.financial/S/SPY\">$SPDR S&amp;P 500 ETF Trust(SPY)$</a> 2 It's been a minute since Silver showed some signs of life 👀 <a target=\"_blank\" href=\"https://ttm.financial/S/SLV\">$iShares Silver Trust(SLV)$</a> 3 The past 3 trading days on <a target=\"_blank\" href=\"https://ttm.financial/S/ONDS\">$Ondas Holdings Inc.(ONDS)$</a> are the top 3 most active trading days in the company's history. In other words, each of the last 3 trading days saw more volume than was ever previously recorded in a single session. The market is taking notice as the stock sits -30% YTD. 4 Another insider snipe in the books 📚 <a target=\"_blank\" href=\"https://ttm.financial/S/HOOD\">$Robinho</a>","listText":"Hello everyone! Today i want to share some technical analysis with you! 1 The longer the squeeze... 🍋 <a target=\"_blank\" href=\"https://ttm.financial/S/SPY\">$SPDR S&amp;P 500 ETF Trust(SPY)$</a> 2 It's been a minute since Silver showed some signs of life 👀 <a target=\"_blank\" href=\"https://ttm.financial/S/SLV\">$iShares Silver Trust(SLV)$</a> 3 The past 3 trading days on <a target=\"_blank\" href=\"https://ttm.financial/S/ONDS\">$Ondas Holdings Inc.(ONDS)$</a> are the top 3 most active trading days in the company's history. In other words, each of the last 3 trading days saw more volume than was ever previously recorded in a single session. The market is taking notice as the stock sits -30% YTD. 4 Another insider snipe in the books 📚 <a target=\"_blank\" href=\"https://ttm.financial/S/HOOD\">$Robinho</a>","text":"Hello everyone! Today i want to share some technical analysis with you! 1 The longer the squeeze... 🍋 $SPDR S&P 500 ETF Trust(SPY)$ 2 It's been a minute since Silver showed some signs of life 👀 $iShares Silver Trust(SLV)$ 3 The past 3 trading days on $Ondas Holdings Inc.(ONDS)$ are the top 3 most active trading days in the company's history. In other words, each of the last 3 trading days saw more volume than was ever previously recorded in a single session. The market is taking notice as the stock sits -30% YTD. 4 Another insider snipe in the books 📚 $Robinho","images":[{"img":"https://community-static.tradeup.com/news/3c4b523f1e6db25560ab70fc52146bb1","width":"1230","height":"920"},{"img":"https://community-static.tradeup.com/news/d0a17e3292b7947b4500f2014504d26d","width":"1230","height":"920"},{"img":"https://community-static.tradeup.com/news/ebca5bb180b2df9938c35f5c9376088a","width":"1230","height":"920"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":38,"commentSize":0,"repostSize":7,"link":"https://ttm.financial/post/588468380856440","isVote":1,"tweetType":1,"viewCount":1121,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"EN","totalScore":0},{"id":588417525329952,"gmtCreate":1784684103000,"gmtModify":1784776909073,"author":{"id":"10000000000011487","authorId":"10000000000011487","name":"Rod Harte","avatar":"https://community-static.tradeup.com/news/d277b473fedf8a2d6cb3fe956b169c32","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000011487","idStr":"10000000000011487"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$&nbsp;</a><a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$&nbsp;</a>There's a hint that Intel might absolutely crush earnings.","listText":"<a href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$&nbsp;</a><a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$&nbsp;</a>There's a hint that Intel might absolutely crush earnings.","text":"$Intel(INTC)$ $SUPER MICRO COMPUTER INC(SMCI)$ There's a hint that Intel might absolutely crush earnings.","images":[{"img":"https://community-static.tradeup.com/news/2560045da795422e93ccd5756492e72e","width":"656","height":"656"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/588417525329952","isVote":1,"tweetType":1,"viewCount":259,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":588374651113696,"gmtCreate":1784669973000,"gmtModify":1784776909114,"author":{"id":"9000000000000169","authorId":"9000000000000169","name":"JohnnyYoung","avatar":"https://static.tigerbbs.com/df6a0fed4b2624034014be633476534a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000169","idStr":"9000000000000169"},"themes":[],"title":"","htmlText":"I've already bought $475,000 worth of <a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$&nbsp;</a> and <a href=\"https://ttm.financial/S/SMCX\">$Defiance Daily Target 2X Long SMCI ETF(SMCX)$&nbsp;</a>, along with some call options. I'm planning to buy another $356,000, looking at the strong earnings update. I'm not selling even at $90 because I think it could reach $110+ within six months. The potential for a significant short squeeze is something I'm watching.","listText":"I've already bought $475,000 worth of <a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$&nbsp;</a> and <a href=\"https://ttm.financial/S/SMCX\">$Defiance Daily Target 2X Long SMCI ETF(SMCX)$&nbsp;</a>, along with some call options. I'm planning to buy another $356,000, looking at the strong earnings update. I'm not selling even at $90 because I think it could reach $110+ within six months. The potential for a significant short squeeze is something I'm watching.","text":"I've already bought $475,000 worth of $SUPER MICRO COMPUTER INC(SMCI)$ and $Defiance Daily Target 2X Long SMCI ETF(SMCX)$ , along with some call options. I'm planning to buy another $356,000, looking at the strong earnings update. I'm not selling even at $90 because I think it could reach $110+ within six months. The potential for a significant short squeeze is something I'm watching.","images":[{"img":"https://community-static.tradeup.com/news/f82d0f10bb4c440093b4db52f04e9f8d","width":"480","height":"480"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/588374651113696","isVote":1,"tweetType":1,"viewCount":188,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":588388641767544,"gmtCreate":1784667631000,"gmtModify":1784776909156,"author":{"id":"10000000000011049","authorId":"10000000000011049","name":"Florence Tennyson","avatar":"https://static.tigerbbs.com/0f17aeaa30e8039ae5934d80a1a1ba11","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000011049","idStr":"10000000000011049"},"themes":[],"title":"","htmlText":"Noticed a major bank just upped its price target on <a target=\"_blank\" href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a> to $250. Saw a small after-hours move on the stock. It closed the regular session at $207.29, up 1.97% on volume of 106.5 million shares. This kind of news tends to give short-term sentiment a lift, even if the fundamentals haven't really changed. For me, the thing to watch is whether it can stay above $210. As for my own position, I'm still holding. My own target is around $220, and I'm keeping an eye on the $200 level as a risk control point. <a target=\"_blank\" href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a> <a target=\"_blank\" href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a>","listText":"Noticed a major bank just upped its price target on <a target=\"_blank\" href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a> to $250. Saw a small after-hours move on the stock. It closed the regular session at $207.29, up 1.97% on volume of 106.5 million shares. This kind of news tends to give short-term sentiment a lift, even if the fundamentals haven't really changed. For me, the thing to watch is whether it can stay above $210. As for my own position, I'm still holding. My own target is around $220, and I'm keeping an eye on the $200 level as a risk control point. <a target=\"_blank\" href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a> <a target=\"_blank\" href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a>","text":"Noticed a major bank just upped its price target on $NVIDIA(NVDA)$ to $250. Saw a small after-hours move on the stock. It closed the regular session at $207.29, up 1.97% on volume of 106.5 million shares. This kind of news tends to give short-term sentiment a lift, even if the fundamentals haven't really changed. For me, the thing to watch is whether it can stay above $210. As for my own position, I'm still holding. My own target is around $220, and I'm keeping an eye on the $200 level as a risk control point. $NVIDIA(NVDA)$ $Advanced Micro Devices(AMD)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":1,"link":"https://ttm.financial/post/588388641767544","isVote":1,"tweetType":1,"viewCount":235,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":588346805035104,"gmtCreate":1784665290000,"gmtModify":1784776909200,"author":{"id":"3527667613087911","authorId":"3527667613087911","name":"SullivanRrr","avatar":"https://static.tigerbbs.com/6e743508fdcea73d01327da840eb95a2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667613087911","idStr":"3527667613087911"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$&nbsp;</a>Hoping to see a move similar to what happened with Intel's stock price, from the $20s to above $100 over a few months.","listText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$&nbsp;</a>Hoping to see a move similar to what happened with Intel's stock price, from the $20s to above $100 over a few months.","text":"$SUPER MICRO COMPUTER INC(SMCI)$ Hoping to see a move similar to what happened with Intel's stock price, from the $20s to above $100 over a few months.","images":[{"img":"https://community-static.tradeup.com/news/1222a4330f5642a7bebbf030831e35fa","width":"326","height":"480"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/588346805035104","isVote":1,"tweetType":1,"viewCount":123,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"essenList":[{"id":588777203085608,"gmtCreate":1784774619562,"gmtModify":1784776908633,"author":{"id":"3572212908677301","authorId":"3572212908677301","name":"TigerOptions","avatar":"https://community-static.tradeup.com/news/20925853481806adc78dcdfe25f2fe89","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572212908677301","authorIdStr":"3572212908677301"},"themes":[],"title":"Why Super Micro’s Margin Surprise Matters More Than Its Revenue Shortfall","htmlText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$</a>’s July 21 preliminary update changed the market’s immediate concern from whether it could sell enough AI servers to whether it could finally earn reasonable margins on those sales. The company expects fiscal fourth-quarter revenue near the lower end of its previous $11.0 billion–$12.5 billion guidance. Ordinarily, that would be a disappointment. However, estimated GAAP and non-GAAP gross margin was raised dramatically to 15%–17%, compared with previous guidance of only 8.2%–8.4%. Super Micro attributed the difference primarily to a favourable customer and product mix. It also reported more than $60 billion in new fourth-quarter orders and said backlog ended fiscal 2026 at a record level. Super Micro’s preliminary u","listText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$</a>’s July 21 preliminary update changed the market’s immediate concern from whether it could sell enough AI servers to whether it could finally earn reasonable margins on those sales. The company expects fiscal fourth-quarter revenue near the lower end of its previous $11.0 billion–$12.5 billion guidance. Ordinarily, that would be a disappointment. However, estimated GAAP and non-GAAP gross margin was raised dramatically to 15%–17%, compared with previous guidance of only 8.2%–8.4%. Super Micro attributed the difference primarily to a favourable customer and product mix. It also reported more than $60 billion in new fourth-quarter orders and said backlog ended fiscal 2026 at a record level. Super Micro’s preliminary u","text":"$SUPER MICRO COMPUTER INC(SMCI)$’s July 21 preliminary update changed the market’s immediate concern from whether it could sell enough AI servers to whether it could finally earn reasonable margins on those sales. The company expects fiscal fourth-quarter revenue near the lower end of its previous $11.0 billion–$12.5 billion guidance. Ordinarily, that would be a disappointment. However, estimated GAAP and non-GAAP gross margin was raised dramatically to 15%–17%, compared with previous guidance of only 8.2%–8.4%. Super Micro attributed the difference primarily to a favourable customer and product mix. It also reported more than $60 billion in new fourth-quarter orders and said backlog ended fiscal 2026 at a record level. Super Micro’s preliminary u","images":[{"img":"https://community-static.tradeup.com/news/43ae6903f2d28e97cd96ce14cd6fef46","width":"1550","height":"816"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":168,"commentSize":0,"repostSize":7,"link":"https://ttm.financial/post/588777203085608","isVote":1,"tweetType":1,"viewCount":429,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},{"id":588799795675856,"gmtCreate":1784780126919,"gmtModify":1784780130131,"author":{"id":"4181536175121742","authorId":"4181536175121742","name":"Harj","avatar":"https://community-static.tradeup.com/news/51820ecb3a09b10590d496abfe324018","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4181536175121742","authorIdStr":"4181536175121742"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$&nbsp;</a><v-v data-views=\"1\"></v-v> SMCI has faced numerous challenges including its auditors resigning and not able to lodge financial statements but came off flying high. I am very optimistic about its success.","listText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$&nbsp;</a><v-v data-views=\"1\"></v-v> SMCI has faced numerous challenges including its auditors resigning and not able to lodge financial statements but came off flying high. I am very optimistic about its success.","text":"$SUPER MICRO COMPUTER INC(SMCI)$ SMCI has faced numerous challenges including its auditors resigning and not able to lodge financial statements but came off flying high. I am very optimistic about its success.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/588799795675856","isVote":1,"tweetType":1,"viewCount":46,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":588740667220488,"gmtCreate":1784765617134,"gmtModify":1784776908675,"author":{"id":"3574037905224918","authorId":"3574037905224918","name":"Winner_Ho","avatar":"https://static.tigerbbs.com/e826c4fe700e60898cfce779ef2c27cc","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574037905224918","authorIdStr":"3574037905224918"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/OPT/SMCI 20260724 26.0 PUT\">$SMCI 20260724 26.0 PUT$</a> nice win!","listText":"<a href=\"https://ttm.financial/OPT/SMCI 20260724 26.0 PUT\">$SMCI 20260724 26.0 PUT$</a> nice win!","text":"$SMCI 20260724 26.0 PUT$ nice win!","images":[{"img":"https://community-static.tradeup.com/news/787f2b224b3c05f1e111dc421f422e7e","width":"1074","height":"1644"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/588740667220488","isVote":1,"tweetType":1,"viewCount":21,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":588684412023000,"gmtCreate":1784737322000,"gmtModify":1784776908716,"author":{"id":"10000000000010990","authorId":"10000000000010990","name":"Merle Ted","avatar":"https://static.tigerbbs.com/d0681550b13e51a8ffa4c08327616955","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010990","authorIdStr":"10000000000010990"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$&nbsp;</a><a href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;The company looks set to increase capex again. Stubborn shorts could be in for a tough time. There's no reason to panic yet.","listText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$&nbsp;</a><a href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;The company looks set to increase capex again. Stubborn shorts could be in for a tough time. There's no reason to panic yet.","text":"$SUPER MICRO COMPUTER INC(SMCI)$ $Alphabet(GOOG)$ The company looks set to increase capex again. Stubborn shorts could be in for a tough time. There's no reason to panic yet.","images":[{"img":"https://community-static.tradeup.com/news/e936f3a253494760bbfe0cf2d554316b","width":"150","height":"103"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/588684412023000","isVote":1,"tweetType":1,"viewCount":122,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":588591079366872,"gmtCreate":1784729515000,"gmtModify":1784776908842,"author":{"id":"9000000000000163","authorId":"9000000000000163","name":"BillyWilliams","avatar":"https://static.tigerbbs.com/f0d9064517bcefca15dc55450b4b9bf7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000163","authorIdStr":"9000000000000163"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$&nbsp;</a>It's pretty clear to see which hardware companies are set to benefit from the massive bookings Super Micro just reported. The list includes names like Nvidia, Micron, SanDisk, Marvell, Vertiv, Broadcom, and others. It's likely Dell and HPE also have significant bookings from this trend.","listText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$&nbsp;</a>It's pretty clear to see which hardware companies are set to benefit from the massive bookings Super Micro just reported. The list includes names like Nvidia, Micron, SanDisk, Marvell, Vertiv, Broadcom, and others. It's likely Dell and HPE also have significant bookings from this trend.","text":"$SUPER MICRO COMPUTER INC(SMCI)$ It's pretty clear to see which hardware companies are set to benefit from the massive bookings Super Micro just reported. The list includes names like Nvidia, Micron, SanDisk, Marvell, Vertiv, Broadcom, and others. It's likely Dell and HPE also have significant bookings from this trend.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/588591079366872","isVote":1,"tweetType":1,"viewCount":10,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":588619072230472,"gmtCreate":1784735935915,"gmtModify":1784776908758,"author":{"id":"4096961999981430","authorId":"4096961999981430","name":"Sandyboy","avatar":"https://community-static.tradeup.com/news/c0493c8f653046dcb6adcd04d9fbd091","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4096961999981430","authorIdStr":"4096961999981430"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/OPT/SMCI 20260807 36.0 CALL BUY 1 | SMCI 20260821 40.0 CALL SELL 1\">$SMCI DIAGONAL 260821/260807 CALL 40.0/CALL 36.0$&nbsp;</a>Rolled to take advantage of the increase in prices&nbsp;","listText":"<a href=\"https://ttm.financial/OPT/SMCI 20260807 36.0 CALL BUY 1 | SMCI 20260821 40.0 CALL SELL 1\">$SMCI DIAGONAL 260821/260807 CALL 40.0/CALL 36.0$&nbsp;</a>Rolled to take advantage of the increase in prices&nbsp;","text":"$SMCI DIAGONAL 260821/260807 CALL 40.0/CALL 36.0$ Rolled to take advantage of the increase in prices","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":19,"commentSize":0,"repostSize":4,"link":"https://ttm.financial/post/588619072230472","isVote":1,"tweetType":1,"viewCount":455,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":588631084499272,"gmtCreate":1784728234000,"gmtModify":1784776908884,"author":{"id":"3527667613087911","authorId":"3527667613087911","name":"SullivanRrr","avatar":"https://static.tigerbbs.com/6e743508fdcea73d01327da840eb95a2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667613087911","authorIdStr":"3527667613087911"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$&nbsp;</a>I'm looking at <a href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$&nbsp;</a> and thinking it could move from the $20s to above $100 fairly soon.","listText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$&nbsp;</a>I'm looking at <a href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$&nbsp;</a> and thinking it could move from the $20s to above $100 fairly soon.","text":"$SUPER MICRO COMPUTER INC(SMCI)$ I'm looking at $Intel(INTC)$ and thinking it could move from the $20s to above $100 fairly soon.","images":[{"img":"https://community-static.tradeup.com/news/a426b223db4e4ea6b5cabdcf297050ee","width":"350","height":"350"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/588631084499272","isVote":1,"tweetType":1,"viewCount":103,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":588590100226376,"gmtCreate":1784729919492,"gmtModify":1784794073973,"author":{"id":"4107045598852250","authorId":"4107045598852250","name":"7193e885","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4107045598852250","authorIdStr":"4107045598852250"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$&nbsp;</a><a href=\"https://ttm.financial/U/10000000000011061\">@Trade Feed Decoder</a>","listText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$&nbsp;</a><a href=\"https://ttm.financial/U/10000000000011061\">@Trade Feed Decoder</a>","text":"$SUPER MICRO COMPUTER INC(SMCI)$ @Trade Feed Decoder","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":1,"link":"https://ttm.financial/post/588590100226376","isVote":1,"tweetType":1,"viewCount":106,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":588581235462472,"gmtCreate":1784727755243,"gmtModify":1784794030693,"author":{"id":"4107045598852250","authorId":"4107045598852250","name":"7193e885","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4107045598852250","authorIdStr":"4107045598852250"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$&nbsp;</a><a href=\"https://ttm.financial/U/10000000000011061\">@Trade Feed Decoder</a>","listText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$&nbsp;</a><a href=\"https://ttm.financial/U/10000000000011061\">@Trade Feed Decoder</a>","text":"$SUPER MICRO COMPUTER INC(SMCI)$ @Trade Feed Decoder","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":1,"link":"https://ttm.financial/post/588581235462472","isVote":1,"tweetType":1,"viewCount":96,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":588490111317056,"gmtCreate":1784704578346,"gmtModify":1784776908980,"author":{"id":"4125545119825582","authorId":"4125545119825582","name":"HRHRHRHR","avatar":"https://community-static.tradeup.com/news/f72f7c8c7a3f167c0f03f6041d1ff44f","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4125545119825582","authorIdStr":"4125545119825582"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Ignoring all the geopolitical issues, trump tariffs and SMCI shit news, $75 is a 2x-3x return from lows. Buybuybuy while we can! [Cool]&nbsp; [Cool]&nbsp; [Cool]&nbsp;&nbsp; 1. Key Inputs from the Latest Announcement • ⁠Q4 FY26 Preliminary Revenue: $11.0B (at the low end of $11.0B–$12.5B guidance). • ⁠Gross Margin: 15.0% – 17.0% (vs. previous guidance of 8.2%–8.4%). • ⁠New Orders Intake: &gt;$60 Billion in Q4 alone, pushing backlog to record highs. • ⁠Share Count: ~580M to 600M diluted shares (reflecting recent capital raises). 2. Updated Earnings Power Model (FY2027 Run-Rate) Previously, Wall Street modeled SMCI as a low-margin assembler (~8% to 10% gross margins) producing t","listText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Ignoring all the geopolitical issues, trump tariffs and SMCI shit news, $75 is a 2x-3x return from lows. Buybuybuy while we can! [Cool]&nbsp; [Cool]&nbsp; [Cool]&nbsp;&nbsp; 1. Key Inputs from the Latest Announcement • ⁠Q4 FY26 Preliminary Revenue: $11.0B (at the low end of $11.0B–$12.5B guidance). • ⁠Gross Margin: 15.0% – 17.0% (vs. previous guidance of 8.2%–8.4%). • ⁠New Orders Intake: &gt;$60 Billion in Q4 alone, pushing backlog to record highs. • ⁠Share Count: ~580M to 600M diluted shares (reflecting recent capital raises). 2. Updated Earnings Power Model (FY2027 Run-Rate) Previously, Wall Street modeled SMCI as a low-margin assembler (~8% to 10% gross margins) producing t","text":"$SUPER MICRO COMPUTER INC(SMCI)$ Ignoring all the geopolitical issues, trump tariffs and SMCI shit news, $75 is a 2x-3x return from lows. Buybuybuy while we can! [Cool] [Cool] [Cool] 1. Key Inputs from the Latest Announcement • ⁠Q4 FY26 Preliminary Revenue: $11.0B (at the low end of $11.0B–$12.5B guidance). • ⁠Gross Margin: 15.0% – 17.0% (vs. previous guidance of 8.2%–8.4%). • ⁠New Orders Intake: >$60 Billion in Q4 alone, pushing backlog to record highs. • ⁠Share Count: ~580M to 600M diluted shares (reflecting recent capital raises). 2. Updated Earnings Power Model (FY2027 Run-Rate) Previously, Wall Street modeled SMCI as a low-margin assembler (~8% to 10% gross margins) producing t","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/588490111317056","isVote":1,"tweetType":1,"viewCount":1006,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":588468380856440,"gmtCreate":1784699795233,"gmtModify":1784776909031,"author":{"id":"9000000000000369","authorId":"9000000000000369","name":"TrendSpider","avatar":"https://community-static.tradeup.com/news/735481e1e3ac7d7e59d7f9448b31b8a0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000369","authorIdStr":"9000000000000369"},"themes":[],"title":"SMCI, HOOD, ONDS, SLV& SPY Enjoy Great Reversal Here?","htmlText":"Hello everyone! Today i want to share some technical analysis with you! 1 The longer the squeeze... 🍋 <a target=\"_blank\" href=\"https://ttm.financial/S/SPY\">$SPDR S&amp;P 500 ETF Trust(SPY)$</a> 2 It's been a minute since Silver showed some signs of life 👀 <a target=\"_blank\" href=\"https://ttm.financial/S/SLV\">$iShares Silver Trust(SLV)$</a> 3 The past 3 trading days on <a target=\"_blank\" href=\"https://ttm.financial/S/ONDS\">$Ondas Holdings Inc.(ONDS)$</a> are the top 3 most active trading days in the company's history. In other words, each of the last 3 trading days saw more volume than was ever previously recorded in a single session. The market is taking notice as the stock sits -30% YTD. 4 Another insider snipe in the books 📚 <a target=\"_blank\" href=\"https://ttm.financial/S/HOOD\">$Robinho</a>","listText":"Hello everyone! Today i want to share some technical analysis with you! 1 The longer the squeeze... 🍋 <a target=\"_blank\" href=\"https://ttm.financial/S/SPY\">$SPDR S&amp;P 500 ETF Trust(SPY)$</a> 2 It's been a minute since Silver showed some signs of life 👀 <a target=\"_blank\" href=\"https://ttm.financial/S/SLV\">$iShares Silver Trust(SLV)$</a> 3 The past 3 trading days on <a target=\"_blank\" href=\"https://ttm.financial/S/ONDS\">$Ondas Holdings Inc.(ONDS)$</a> are the top 3 most active trading days in the company's history. In other words, each of the last 3 trading days saw more volume than was ever previously recorded in a single session. The market is taking notice as the stock sits -30% YTD. 4 Another insider snipe in the books 📚 <a target=\"_blank\" href=\"https://ttm.financial/S/HOOD\">$Robinho</a>","text":"Hello everyone! Today i want to share some technical analysis with you! 1 The longer the squeeze... 🍋 $SPDR S&P 500 ETF Trust(SPY)$ 2 It's been a minute since Silver showed some signs of life 👀 $iShares Silver Trust(SLV)$ 3 The past 3 trading days on $Ondas Holdings Inc.(ONDS)$ are the top 3 most active trading days in the company's history. In other words, each of the last 3 trading days saw more volume than was ever previously recorded in a single session. The market is taking notice as the stock sits -30% YTD. 4 Another insider snipe in the books 📚 $Robinho","images":[{"img":"https://community-static.tradeup.com/news/3c4b523f1e6db25560ab70fc52146bb1","width":"1230","height":"920"},{"img":"https://community-static.tradeup.com/news/d0a17e3292b7947b4500f2014504d26d","width":"1230","height":"920"},{"img":"https://community-static.tradeup.com/news/ebca5bb180b2df9938c35f5c9376088a","width":"1230","height":"920"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":38,"commentSize":0,"repostSize":7,"link":"https://ttm.financial/post/588468380856440","isVote":1,"tweetType":1,"viewCount":1121,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"EN","totalScore":0},{"id":588388641767544,"gmtCreate":1784667631000,"gmtModify":1784776909156,"author":{"id":"10000000000011049","authorId":"10000000000011049","name":"Florence Tennyson","avatar":"https://static.tigerbbs.com/0f17aeaa30e8039ae5934d80a1a1ba11","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000011049","authorIdStr":"10000000000011049"},"themes":[],"title":"","htmlText":"Noticed a major bank just upped its price target on <a target=\"_blank\" href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a> to $250. Saw a small after-hours move on the stock. It closed the regular session at $207.29, up 1.97% on volume of 106.5 million shares. This kind of news tends to give short-term sentiment a lift, even if the fundamentals haven't really changed. For me, the thing to watch is whether it can stay above $210. As for my own position, I'm still holding. My own target is around $220, and I'm keeping an eye on the $200 level as a risk control point. <a target=\"_blank\" href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a> <a target=\"_blank\" href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a>","listText":"Noticed a major bank just upped its price target on <a target=\"_blank\" href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a> to $250. Saw a small after-hours move on the stock. It closed the regular session at $207.29, up 1.97% on volume of 106.5 million shares. This kind of news tends to give short-term sentiment a lift, even if the fundamentals haven't really changed. For me, the thing to watch is whether it can stay above $210. As for my own position, I'm still holding. My own target is around $220, and I'm keeping an eye on the $200 level as a risk control point. <a target=\"_blank\" href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a> <a target=\"_blank\" href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a>","text":"Noticed a major bank just upped its price target on $NVIDIA(NVDA)$ to $250. Saw a small after-hours move on the stock. It closed the regular session at $207.29, up 1.97% on volume of 106.5 million shares. This kind of news tends to give short-term sentiment a lift, even if the fundamentals haven't really changed. For me, the thing to watch is whether it can stay above $210. As for my own position, I'm still holding. My own target is around $220, and I'm keeping an eye on the $200 level as a risk control point. $NVIDIA(NVDA)$ $Advanced Micro Devices(AMD)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":1,"link":"https://ttm.financial/post/588388641767544","isVote":1,"tweetType":1,"viewCount":235,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":588374651113696,"gmtCreate":1784669973000,"gmtModify":1784776909114,"author":{"id":"9000000000000169","authorId":"9000000000000169","name":"JohnnyYoung","avatar":"https://static.tigerbbs.com/df6a0fed4b2624034014be633476534a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000169","authorIdStr":"9000000000000169"},"themes":[],"title":"","htmlText":"I've already bought $475,000 worth of <a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$&nbsp;</a> and <a href=\"https://ttm.financial/S/SMCX\">$Defiance Daily Target 2X Long SMCI ETF(SMCX)$&nbsp;</a>, along with some call options. I'm planning to buy another $356,000, looking at the strong earnings update. I'm not selling even at $90 because I think it could reach $110+ within six months. The potential for a significant short squeeze is something I'm watching.","listText":"I've already bought $475,000 worth of <a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$&nbsp;</a> and <a href=\"https://ttm.financial/S/SMCX\">$Defiance Daily Target 2X Long SMCI ETF(SMCX)$&nbsp;</a>, along with some call options. I'm planning to buy another $356,000, looking at the strong earnings update. I'm not selling even at $90 because I think it could reach $110+ within six months. The potential for a significant short squeeze is something I'm watching.","text":"I've already bought $475,000 worth of $SUPER MICRO COMPUTER INC(SMCI)$ and $Defiance Daily Target 2X Long SMCI ETF(SMCX)$ , along with some call options. I'm planning to buy another $356,000, looking at the strong earnings update. I'm not selling even at $90 because I think it could reach $110+ within six months. The potential for a significant short squeeze is something I'm watching.","images":[{"img":"https://community-static.tradeup.com/news/f82d0f10bb4c440093b4db52f04e9f8d","width":"480","height":"480"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/588374651113696","isVote":1,"tweetType":1,"viewCount":188,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":588417525329952,"gmtCreate":1784684103000,"gmtModify":1784776909073,"author":{"id":"10000000000011487","authorId":"10000000000011487","name":"Rod Harte","avatar":"https://community-static.tradeup.com/news/d277b473fedf8a2d6cb3fe956b169c32","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000011487","authorIdStr":"10000000000011487"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$&nbsp;</a><a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$&nbsp;</a>There's a hint that Intel might absolutely crush earnings.","listText":"<a href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$&nbsp;</a><a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$&nbsp;</a>There's a hint that Intel might absolutely crush earnings.","text":"$Intel(INTC)$ $SUPER MICRO COMPUTER INC(SMCI)$ There's a hint that Intel might absolutely crush earnings.","images":[{"img":"https://community-static.tradeup.com/news/2560045da795422e93ccd5756492e72e","width":"656","height":"656"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/588417525329952","isVote":1,"tweetType":1,"viewCount":259,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":588346805035104,"gmtCreate":1784665290000,"gmtModify":1784776909200,"author":{"id":"3527667613087911","authorId":"3527667613087911","name":"SullivanRrr","avatar":"https://static.tigerbbs.com/6e743508fdcea73d01327da840eb95a2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667613087911","authorIdStr":"3527667613087911"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$&nbsp;</a>Hoping to see a move similar to what happened with Intel's stock price, from the $20s to above $100 over a few months.","listText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$&nbsp;</a>Hoping to see a move similar to what happened with Intel's stock price, from the $20s to above $100 over a few months.","text":"$SUPER MICRO COMPUTER INC(SMCI)$ Hoping to see a move similar to what happened with Intel's stock price, from the $20s to above $100 over a few months.","images":[{"img":"https://community-static.tradeup.com/news/1222a4330f5642a7bebbf030831e35fa","width":"326","height":"480"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/588346805035104","isVote":1,"tweetType":1,"viewCount":123,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}]}