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SMCI

Super Micro Computer Inc

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Googl + Msft combined earnings event was too simply too good. Their capex spendings are up along with meta signaling that they’re spending a lot on ai infrastructure so nvda, broadcom, smci and the ai chip bros pumped too. Pce was more in line and meh vs being actually bad. Thursdays q1 gdp #s was a bigger news event than the fri pce. That pce news was just not going to counter a group of trillion dollar companies pumping
Had April 19 200’s from after the prior ER. Iwas actually up then the gap fill down killed them. Thought it would also take a ride on the AI hype. Should have stuck with NVDA or SMCI.
These names are long term keepers. With change like that - same day expiring options yolo on your favorite name with big swings. Example - semiconductors - nvda, smci, arm OR ev - tsla, rivn, nio
What hurts was smci puts from $300 to $15,000 and I cashed out at 3k 😭🤣
The only worries for 5/3 are fomc, first bank shutdown of '24, middle east escalation, aapl/amzn/amd/smci er etc. You're good otherwise. But tbh nvdia is a solid investment, just that the mkt is too volatile for options these days.
So would you say it’s a good idea since SMCI is a high volatile stock?​![img](emote|t5_2th52|4259)![img](emote|t5_2th52|4258)![img](emote|t5_2th52|4276)
So would you say it’s a good idea since SMCI is a high volatile stock?![img](emote|t5_2th52|29637)
Those are the ones I’m looking at Since the price decreased 20% per share when SMCI didn’t say anything about the stock I think that it could go strongly up/down when the news are out
Look at SMCI. It pumped when it was going in S&P500 and then people get exit liquidity when it is actually added
Why is no one talking about SMCI earnings? The way that ticker moves, I can’t imagine what it’ll do next week. I realize options are expensive AF but it’s so tempting. Would love to hear honest thoughts.
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