SMCI & SMIC Earnings: Will Chip Giants Continue to Go Higher?

SMIC and SMCI are set to report pre-market and after-hours on February 11. AMAT will release its earnings after-hours on February 13. SMIC has been hitting new highs recently, while SMCI plunged 20% after its last earnings. Analysts anticipate SMCI a non-GAAP EPS of $0.75; revenue at $6.126 bln. -------------------- Following the DeepSeek shock, the semi sector rebounded last week. Can the rally continue? What guidance can ON and AMAT provide for the semiconductor? Which chip giant may beat this earnings season?

avatarMicroStrategist
02-10 23:36
It's time for small caps lol
avatarUps lah
02-10 22:33
yesss it will be super super super super super super super super bullish n yummy n powerful n we all can benefit from it 
avatarTiger_Earnings
02-10 20:56

🚀 Growth Stock Earnings Week – Make Your Predictions & Win Rewards!

Last week, we saw $Skyworks Solutions(SWKS)$ plunge 23% after earnings, while $Pinterest, Inc.(PINS)$ soared 19%. Growth stocks tend to be highly volatile around earnings due to their high valuations and market expectations. This week, major growth stocks SMCI, COIN, PANW, ROKU, APP, RDDT, and UPST are set to report their earnings—what surprises will they bring? Which stock do you believe will deliver the biggest post-earnings surge? Share your predictions in the comments!📊 Earnings OutlookHow do you view this week’s earnings for growth stocks? Among SMCI, COIN, PANW, ROKU, APP, RDDT, and UPST, which one are you most bullish on? Which company do you think will see the biggest post-earnings rally?
🚀 Growth Stock Earnings Week – Make Your Predictions & Win Rewards!
avatarkyaw zay ya
02-10 17:52
Hopefully SMCI will beat Estimated revinue. 
avatarAlvinnazar
02-10 17:19
مينتشووظزوعهةة
avatarKKLEE
02-10 13:16
The semiconductor sector has shown signs of recovery, with ON Semiconductor (ON), Super Micro Computer (SMCI), and Semiconductor Manufacturing International Corporation (SMIC) recently reporting earnings. As demand for chips stabilizes and new growth drivers emerge, traders are asking: Can the semiconductor industry sustain its rebound? Let’s break down the earnings highlights and factors shaping the outlook for this critical tech sector. Earnings Highlights ON Semiconductor (ON) Strong demand for automotive and industrial applications supported revenue growth. The company's focus on silicon carbide (SiC) technology for EVs positions it well for future growth. Management provided optimistic guidance for upcoming quarters despite supply chain challenges. Super Micro Computer (SMCI) Benefiti
avatarnerdbull1669
02-10 10:37

Super Micro Computer (SMCI) Expenses And Inventory Management To Watch

$SUPER MICRO COMPUTER INC(SMCI)$ will be reporting its fiscal Q2 2025 results on 11 Feb after market close. We saw SMCI shares surged last Friday (07 Feb) which extend gains ahead of its earnings update. It was up more than 5% in late Friday session, this helped it to become one of the best-performing stocks in S&P 50 despite all eleven S&P 500 sectors are in the red. SMCI comment on 05 Feb (Wednesday) that it is ramping to “full production availability” of its artificial intelligence data center solutions platform, which is “accelerated by the $NVIDIA(NVDA)$ Blackwell platform. But we will need to see more details. The consensus EPS forecast is estimated to come in at $0.61 higher than the same p
Super Micro Computer (SMCI) Expenses And Inventory Management To Watch
avatarBuythedip
02-09 20:38
$SMIC(00981)$  target $65HKD
avatarMW不干了
02-09 09:31

Hang Seng Tech Has Arrived? Money rotates from US to China?

The Hang Seng Tech Index ‌$HSTECH(HSTECH)$  ‌ has been consolidating within the broader Hang Seng Index ‌$HSI(HSI)$  ‌since February 14, 2022 (Happy Valentine’s Day!). Last week, it successfully broke out with a strong upward move, clearly surpassing the consolidation range and closing above the 200-week EMA. Actions:  1. Holding Position ‌$BABA-W(09988)$  $Alibaba(BABA)$  : I am not increasing my allocation to Alibaba, as I already hold a 25% position, and the RSI is approaching overbought levels. I am also not selling or considering selling covered calls. I am mentally prepared to stay
Hang Seng Tech Has Arrived? Money rotates from US to China?
avatarHKEX_Comments
02-08 11:27

Weekly | DeepSeek Breaks US Computing Power Blockade, China's Assets Surge!

The first week of the Year of the Snake saw a stellar performance in Hong Kong stocks, with the $HSI(HSI)$ rising 4.49% weekly, hitting its highest level since mid-October last year!"Sputnik Moment" for AIThe buzz around DeepSeek continues to grow. Marc Andreessen, the godfather of Wall Street venture capital, called it a "Sputnik Moment" for AI!For context, the "Sputnik Moment" refers to 1957 when the Soviet Union launched the first artificial satellite, Sputnik 1, shocking the U.S. and igniting a tech race.DeepSeek's emergence has shattered the U.S. blockade on compute power, making it possible for Chinese AI to surpass the U.S. This has stirred up the capital markets. Deutsche Bank released a report predicting that 2025 will be the year China ov
Weekly | DeepSeek Breaks US Computing Power Blockade, China's Assets Surge!
avatarToNi
02-08

Super Micro Computer (SMCI): A Strong Bet on the AI Boom?

SMCI surged 7.21% to close at $36.28, continuing its upward momentum in after-hours trading. This rally aligns with the company’s latest strategic advancements—full-scale production of AI data center solutions powered by NVIDIA’s Blackwell platform. Why SMCI Could Be a Strong Buy? 1️⃣ AI Infrastructure Leader: SMCI is expanding its AI server solutions, solidifying its position as a key player in the AI-driven data center revolution. As demand for high-performance computing (HPC) and AI workloads rises, SMCI stands to benefit. 2️⃣ Strong Market Momentum: The stock is up significantly in the past few weeks, with today’s rally reflecting investor confidence. The moving averages indicate a potential bullish breakout, with price action surpassing key technical levels. 3️⃣ Upcoming Business Upda
Super Micro Computer (SMCI): A Strong Bet on the AI Boom?
I opened 601.0 share(s) $SUPER MICRO COMPUTER INC(SMCI)$  ,Buying another batch. For SMCI to reclaim $50, it has to resolve its accounting issues. For it to reclaim $70, it has to be business growth. Will sell if it's showing tepid growth.
I opened 2221.0 share(s) $SUPER MICRO COMPUTER INC(SMCI)$  ,Buying in view of business update on 11 Feb and subsequent announcement - Supermicro Ramps Full Production of NVIDIA Blackwell Rack-Scale Solutions with NVIDIA HGX B200. Second batch of buying. First batch at ~$29 and sold at ~$33.  What to expect for the business update on 11 Feb? 1. SMCI to likely update on Nasdaq outstanding filing progress. Date is primed exactly 2 weeks before the deadline. Failure to provide any updates with time ticking down would mean collapse in share price. The announcement arrested the fall. If SMCI sought another extension, expect SMCI's share price to fall hard. Market would view accounting issues deeper than expected and dishono
avatarXAJ
02-07
$超微电脑(SMCI)$  will up soon, like PLtR
avatara4xrbj1
02-07
Still no news on the alleged fraud though and there are several law suits against SMCI for the losses
SMCI Stock Rises Another 7%. Why Super Micro Optimism Is Building
$SUPER MICRO COMPUTER INC(SMCI)$ Buying above this level could propel a move to the psychological $50 area. Investors may look for exit points in this region near the early August trough, which closely aligns with the upper level of narrow consolidation range on the chart throughout most of October.An accelerating uptrend may see the shares rally to around $70. This location on the chart may provide resistance near a trendline that connects last year’s February and April troughs
$SMIC(00981)$ , as one of China’s leading semiconductor manufacturing companies, is poised to benefit from this AI-driven growth wave. Especially in the power and analog chip sectors, with the increasing demand for AI servers, SMIC can support the development of the AI industry by providing key components, thereby solidifying its market position and driving performance growth.
avatarAh_Meng
02-04
$SMIC(00981)$   A new high and an ATH coming... taking out $44 is a matter of hours, if not minutes... SMIC stands out as a Chinese based chips manufacturer. I have stated a year or two before that it stands to gain from US ban on advanced chips to China (Not sure how to link my old article- anyone can share?).  Why? Simple - 2 important reasons. 1) Chinese companies have no choice but to buy from SMIC due to the US advanced chips ban. Donald Trump will likely continue what his predecessor did in this aspect. 2) Chinese government's support [USD]  [Allin]  [Allin]  [USD]  No matter how badly the rest of the economy is doing, Chinese government is throwing its weight behind technology co