SMCI Super Micro Computer, Inc.

SMCI Super Micro Computer, Inc.

Technology · Computer Hardware

Desk view

Watchinglow conviction
Basis Logged decision
Updated

Market read

Scan convergence 3 scans as of 2026-10-23 3 neutral converging

POC $31.73 · VWAP $33.20 · -0.8% vs 12m avg buyer

pullback vol: normalgaps: overnight-shiftchurn: quiet as of

Insiders quiet 0 buy / 0 sell · Form 4, 90d

Cluster CEO, Director sold $9M, Oct 9

Coverage

3 related campaigns

Watchlists @ai-bottlenecks@ai-scan@nvidia-open-agent-ecosystem@tech-insider-buys@thebuildout-data-center-switch-nic-vendors@thebuildout-data-center-thermal-management@thebuildout-racks-chassis-mechanical-infrastructure@thebuildout-ups-energy-storage-data-centers@war-sensitivity

SMCI Price Structure

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Peers

Every watchlist SMCI belongs to, members best 30-day change first — SMCI highlighted in place. Each pill: 30d change, 1d/7d, and a close spark over the last 30 calendar days (~21 sessions); hover for price, RSI, and the full chart.

@thebuildout-ups-energy-storage-data-centers
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CMI-1.4% -0.4%1d -2.6%7d TSLA-2.1% -0.6%1d +4.9%7d GNRC-6.3% -0.6%1d -3.0%7d CAT-15.4% -2.4%1d -6.0%7d ETN-16.6% -0.8%1d -6.4%7d SMCI-20.5% -2.3%1d +4.1%7d VRT-21.9% -0.7%1d -5.9%7d
@thebuildout-data-center-switch-nic-vendors
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CSCO+0.1% +1.5%1d -0.8%7d NVDA-6.5% -0.6%1d -1.5%7d HPE-9.1% +2.2%1d +2.8%7d AVGO-9.4% -0.5%1d -2.1%7d CIEN-10.0% -0.7%1d -3.8%7d MRVL-12.4% +2.3%1d +0.3%7d ANET-15.3% +0.8%1d -2.6%7d AMD-15.9% +1.7%1d -2.3%7d DELL-17.0% +0.8%1d +1.1%7d SMCI-20.5% -2.3%1d +4.1%7d NOK-23.4% +3.3%1d -10.9%7d CLSE-28.1% -3.4%1d -14.4%7d INTC-29.1% +1.7%1d -3.2%7d
@thebuildout-racks-chassis-mechanical-infrastructure
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DOV+5.4% +1.9%1d +1.7%7d HUBB-3.4% +0.5%1d -2.8%7d NVDA-6.5% -0.6%1d -1.5%7d HPE-9.1% +2.2%1d +2.8%7d PH-9.3% -1.4%1d -8.6%7d APH-9.9% +1.4%1d -6.6%7d JBL-11.3% +2.5%1d -1.5%7d ETN-16.6% -0.8%1d -6.4%7d DELL-17.0% +0.8%1d +1.1%7d SMCI-20.5% -2.3%1d +4.1%7d VRT-21.9% -0.7%1d -5.9%7d NVT-23.0% -1.8%1d -11.7%7d CLSE-28.1% -3.4%1d -14.4%7d SANM-29.8% +0.8%1d -11.4%7d MOD-30.9% -1.4%1d -10.4%7d FLEX-31.8% -0.2%1d -15.4%7d
@thebuildout-data-center-thermal-management
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SHEL+13.4% +2.3%1d +1.4%7d DOV+5.4% +1.9%1d +1.7%7d CARR+2.1% -0.4%1d +2.3%7d TT+1.8% -0.9%1d -3.0%7d JCI-1.3% +0.7%1d -1.0%7d IR-3.6% -0.8%1d -5.5%7d SPXC-7.6% +0.2%1d -3.4%7d HPE-9.1% +2.2%1d +2.8%7d PH-9.3% -1.4%1d -8.6%7d APH-9.9% +1.4%1d -6.6%7d PWR-13.9% -1.1%1d -13.5%7d ETN-16.6% -0.8%1d -6.4%7d DELL-17.0% +0.8%1d +1.1%7d SMCI-20.5% -2.3%1d +4.1%7d VRT-21.9% -0.7%1d -5.9%7d NVT-23.0% -1.8%1d -11.7%7d MOD-30.9% -1.4%1d -10.4%7d FLEX-31.8% -0.2%1d -15.4%7d
@war-sensitivity
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ATZ.TO+30.0% +3.1%1d +4.1%7d BWET+21.3% +0.1%1d -0.3%7d CCL+19.8% -3.6%1d +0.8%7d USO+13.9% +4.3%1d +4.8%7d W+13.1% -0.9%1d +4.9%7d RH+10.3% -1.9%1d +21.6%7d SEA+6.2% +1.9%1d +1.3%7d AS+5.0% -2.5%1d -5.9%7d GAP+4.9% -2.6%1d -3.5%7d MSFT+4.8% +0.7%1d -0.9%7d NKE+3.5% -2.7%1d +0.5%7d ITB+2.0% -0.7%1d +4.8%7d BOAT+1.0% +1.0%1d -0.7%7d AMZN-0.5% -0.9%1d -0.8%7d INDA-3.3% -1.9%1d -2.5%7d UAE-5.4% -1.1%1d -2.4%7d DAL-6.1% -3.1%1d +1.9%7d JETS-7.6% -2.5%1d +1.0%7d AAL-9.3% -3.9%1d +1.9%7d COPX-16.0% -0.1%1d -8.6%7d SMCI-20.5% -2.3%1d +4.1%7d BDRY-21.0% +1.3%1d +0.5%7d HOOD-22.5% -1.6%1d -3.8%7d BE-29.8% -11.2%1d -12.7%7d
@nvidia-open-agent-ecosystem
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ACN+35.9% -3.6%1d +8.6%7d NTSK+30.8% +9.4%1d +27.8%7d MNDY+23.2% -0.3%1d +17.9%7d ZS+19.0% +7.3%1d +23.0%7d SAP+13.1% -1.0%1d +6.2%7d NOW+12.9% +1.3%1d +12.0%7d CHKP+12.7% +4.6%1d +15.3%7d FROG+9.0% +7.2%1d +19.4%7d IBM+8.9% +0.6%1d +9.2%7d NEE+6.6% +0.2%1d +2.9%7d MSFT+4.8% +0.7%1d -0.9%7d CRM+4.6% -0.7%1d +3.3%7d HPQ+4.6% -0.4%1d +12.1%7d SNPS+4.1% +1.8%1d -5.4%7d OKTA+3.7% +5.8%1d +13.8%7d PLTR+2.6% +0.3%1d +5.8%7d CDNSE+2.4% +2.2%1d -0.9%7d SAIL+1.8% +8.6%1d +16.2%7d FTNT+0.7% +4.0%1d +6.4%7d CSCO+0.1% +1.5%1d -0.8%7d FFIV-0.1% +1.2%1d +3.0%7d S-0.4% +6.7%1d +11.2%7d SPCX-0.6% +1.9%1d +1.0%7d JPM-1.8% -1.5%1d -2.4%7d CRWD-1.9% +8.3%1d +13.3%7d PANW-3.2% +7.2%1d +11.3%7d NVDA-6.5% -0.6%1d -1.5%7d NET-7.5% +7.3%1d +9.9%7d C-8.6% -1.5%1d -2.9%7d HPE-9.1% +2.2%1d +2.8%7d ORCL-12.7% +0.5%1d -1.6%7d PWR-13.9% -1.1%1d -13.5%7d DELL-17.0% +0.8%1d +1.1%7d SMCI-20.5% -2.3%1d +4.1%7d AKAM-21.0% +2.6%1d +6.5%7d NBIS-29.9% -0.3%1d -4.1%7d DOCN-34.0% +1.3%1d -5.5%7d ARM-36.8% +0.1%1d -7.7%7d CRWV-37.6% -2.5%1d -11.7%7d BTDR-43.5% -4.4%1d -9.8%7d IREN-47.1% -2.4%1d -7.7%7d
@ai-bottlenecks
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4958.TW+19.9% 0.0%1d +1.8%7d 603728.SS+19.3% +10.0%1d +35.4%7d P+12.5% +1.8%1d -0.6%7d SONY+12.4% -0.5%1d +4.8%7d WEC+9.8% -0.9%1d +2.2%7d NTAP+9.8% +1.4%1d +5.7%7d 002472.SZ+9.6% +7.2%1d +23.5%7d TLN+9.2% -1.1%1d -7.6%7d LIN+8.3% -0.3%1d +2.1%7d CLF+8.0% +6.5%1d +14.7%7d NG.L+7.6% -0.3%1d +0.3%7d D+6.6% -0.3%1d +2.6%7d 8046.TW+4.5% 0.0%1d -6.6%7d TXN+4.4% +1.9%1d +3.0%7d BAM+3.9% -1.3%1d +3.8%7d 2802.T+3.8% +0.4%1d -4.1%7d AI.PA+3.7% 0.0%1d +0.3%7d 5347.KL+3.2% +0.5%1d +2.3%7d SOLS+2.5% -0.6%1d +0.3%7d 6861.T+2.4% -2.5%1d -3.0%7d TT+1.8% -0.9%1d -3.0%7d VST+1.6% -0.5%1d -7.8%7d 300748.SZ+1.5% +3.4%1d +14.7%7d 6103.T+1.5% -0.7%1d -5.8%7d 300124.SZ+1.5% +7.2%1d +7.7%7d 6501.T+1.2% -4.4%1d -3.6%7d 688017.SS+1.1% +12.1%1d +22.5%7d 2383.TW+1.0% 0.0%1d -1.8%7d CSCO+0.1% +1.5%1d -0.8%7d NXPI-0.2% -1.2%1d +2.4%7d PENG-0.9% +2.9%1d -6.5%7d SHECY-1.0% +0.8%1d -0.7%7d JCI-1.3% +0.7%1d -1.0%7d CMI-1.4% -0.4%1d -2.6%7d ROK-1.6% +0.5%1d 0.0%7d AMBA-1.7% +5.3%1d +7.8%7d SHLS-1.7% -1.9%1d +5.7%7d TSLA-2.1% -0.6%1d +4.9%7d 002050.SZ-2.2% +6.7%1d +11.7%7d 3105.TWO-2.2% 0.0%1d -3.0%7d 601689.SS-2.4% +5.7%1d +12.5%7d ON-2.5% -1.3%1d +0.3%7d NOVT-2.5% +3.0%1d +9.3%7d 6920.T-2.7% +2.1%1d -7.7%7d RRX-3.0% -0.5%1d -4.0%7d TEL-3.0% -0.2%1d -2.2%7d HUBB-3.4% +0.5%1d -2.8%7d NXT-3.6% +1.6%1d -1.4%7d CEG-4.0% -0.7%1d -6.6%7d PRLB-4.0% +1.5%1d -0.1%7d 4186.T-4.2% -0.9%1d -7.2%7d GFS-4.4% +2.4%1d -4.9%7d ENPH-4.5% +0.8%1d +3.2%7d 6954.T-4.5% -0.7%1d -6.7%7d CGNX-4.5% +1.7%1d +2.9%7d DLR-5.0% +0.8%1d -2.0%7d ENVX-5.1% +9.4%1d +12.1%7d 6146.T-5.7% -3.8%1d -8.5%7d 6141.T-6.1% -1.4%1d -4.5%7d GNRC-6.3% -0.6%1d -3.0%7d TSM-6.3% +1.5%1d +1.4%7d NVDA-6.5% -0.6%1d -1.5%7d 3037.TWE-6.5% 0.0%1d -0.5%7d 7011.T-6.5% -2.0%1d -4.8%7d SIE.DE-6.6% -4.1%1d -5.5%7d TKR-7.1% +0.9%1d -2.7%7d 6762.T-7.1% -5.6%1d -10.8%7d 6471.T-7.2% -0.6%1d -5.2%7d PLAB-7.3% +0.9%1d +2.3%7d RSW.L-7.3% -3.7%1d -6.2%7d 2049.TW-7.6% 0.0%1d -3.9%7d EQIX-8.0% +0.3%1d -3.1%7d 6506.T-8.2% -0.3%1d -8.1%7d 6315.T-8.3% +0.1%1d -9.1%7d VECO-8.4% +2.2%1d -1.6%7d WRT1V.HE-8.9% -5.3%1d -4.5%7d AVGO-9.4% -0.5%1d -2.1%7d 7729.T-9.6% -3.1%1d -14.0%7d APH-9.9% +1.4%1d -6.6%7d ASML-9.9% +0.7%1d -4.3%7d CIEN-10.0% -0.7%1d -3.8%7d SYM-10.1% -2.7%1d +1.3%7d FCX-10.2% +0.9%1d -6.3%7d BWXT-10.3% -0.1%1d -7.2%7d FSLR-10.4% +0.4%1d -0.4%7d XPEV-10.5% +1.5%1d -0.2%7d QCOM-10.8% +1.8%1d +2.2%7d CLFD-10.8% +0.7%1d -6.0%7d ENTG-10.9% +4.8%1d -3.0%7d 6481.T-11.2% -1.9%1d -10.8%7d JBL-11.3% +2.5%1d -1.5%7d LASR-11.3% +0.7%1d +7.9%7d AGX-11.6% +0.2%1d -4.2%7d 8358.TWO-11.8% 0.0%1d -7.1%7d Q-11.8% +1.0%1d -4.8%7d ASX-11.9% +2.5%1d -2.1%7d MRVL-12.4% +2.3%1d +0.3%7d ORCL-12.7% +0.5%1d -1.6%7d SMTOY-13.1% -0.2%1d -9.4%7d CCJ-13.4% -0.4%1d -3.6%7d 2449.TW-13.7% 0.0%1d -4.5%7d 9880.HK-13.7% +6.7%1d +5.7%7d EME-13.8% -1.9%1d -10.3%7d PWR-13.9% -1.1%1d -13.5%7d MTSI-14.4% +2.8%1d -9.9%7d GEV-14.4% -1.5%1d -11.5%7d LBRT-14.7% +1.4%1d -6.1%7d CW-14.7% -2.0%1d -7.4%7d ANET-15.3% +0.8%1d -2.6%7d XMTR-15.4% -0.3%1d -2.2%7d CAT-15.4% -2.4%1d -6.0%7d WOLF-15.5% +1.3%1d -1.3%7d 6451.TW-15.6% 0.0%1d -3.6%7d NKT.CO-15.8% -4.0%1d -5.7%7d MPWR-15.9% -2.4%1d -5.8%7d AMD-15.9% +1.7%1d -2.3%7d STM-16.1% -0.2%1d -3.0%7d ENR.DE-16.2% -8.6%1d -7.7%7d 005380.KS-16.4% -2.0%1d -5.3%7d ETN-16.6% -0.8%1d -6.4%7d 6830.TW-16.7% 0.0%1d -6.7%7d AMS.SW-16.8% -6.8%1d -3.0%7d IFX.DE-17.1% -6.0%1d -4.9%7d ECG-17.5% -2.2%1d -13.4%7d CAMT-17.6% +1.4%1d -6.4%7d ABBNY-17.7% -1.4%1d -9.8%7d 2308.TW-17.9% 0.0%1d -4.6%7d MU-18.1% +2.5%1d -0.1%7d 5803.T-18.2% -1.0%1d -10.3%7d 6981.T-18.8% -2.4%1d -9.1%7d KLIC-18.9% +0.4%1d -6.3%7d AMSC-19.1% +0.4%1d -2.1%7d ALOY-19.3% +0.3%1d -3.2%7d LITE-19.3% +0.5%1d -8.3%7d ILU.AX-19.4% -4.4%1d -6.9%7d HSAI-19.5% +8.2%1d +5.7%7d 3665.TW-19.9% 0.0%1d -7.0%7d GLW-19.9% -0.2%1d -6.3%7d NEX.PA-19.9% -5.8%1d -9.7%7d SU.PA-20.1% -5.4%1d -8.6%7d AMAT-20.5% +0.4%1d -7.8%7d AIXA.DE-20.5% -9.8%1d -6.6%7d SMCI-20.5% -2.3%1d +4.1%7d TER-20.6% 0.0%1d -5.0%7d 6324.T-20.9% +0.4%1d -8.5%7d AOSL-20.9% -1.8%1d +0.7%7d 3363.TWO-21.3% 0.0%1d -4.7%7d MTZ-21.4% -0.3%1d -10.4%7d FN-21.4% -0.9%1d -13.4%7d POWL-21.6% +0.2%1d -8.6%7d MP-21.7% -0.7%1d -4.7%7d VRT-21.9% -0.7%1d -5.9%7d SMTC-22.1% +5.5%1d -3.5%7d SHA0.DE-22.2% -4.6%1d -3.5%7d 3436.T-22.5% -1.6%1d -13.2%7d KLAC-22.5% -1.5%1d -12.2%7d PRY.MI-22.6% -7.6%1d -8.8%7d NVT-23.0% -1.8%1d -11.7%7d NOK-23.4% +3.3%1d -10.9%7d UMC-23.5% +1.9%1d -4.7%7d 4979.TWO-23.7% 0.0%1d -13.5%7d CRDO-24.0% -9.5%1d -13.2%7d 005930.KS-24.5% +0.5%1d 0.0%7d SOI.PA-24.6% -9.8%1d -11.7%7d OUST-24.6% +6.1%1d +4.4%7d IQE.L-24.6% -1.8%1d -11.0%7d LYSDY-24.6% -2.3%1d -0.7%7d MXL-24.7% -2.8%1d -11.0%7d 2GB.DE-24.9% -4.3%1d -4.3%7d FORM-24.9% +3.7%1d -6.2%7d LRCX-25.1% 0.0%1d -12.8%7d BESIY-25.1% -7.5%1d -6.1%7d MKSI-25.2% +0.2%1d -8.5%7d 009150.KS-25.6% -2.0%1d -5.6%7d NEO.TO-26.2% -0.1%1d -6.5%7d FLNC-26.3% -1.9%1d -3.6%7d AMKRE-26.3% +0.6%1d -6.0%7d LPK.DE-26.5% -8.3%1d -12.8%7d 1888.HK-26.9% +2.4%1d -4.5%7d 688825.SS-26.9% +7.9%1d -4.8%7d TSEM-27.3% -0.1%1d -14.3%7d WDC-27.4% -3.0%1d +3.5%7d SKHY-27.6% +4.0%1d +0.4%7d CLSE-28.1% -3.4%1d -14.4%7d FIX-28.6% -9.3%1d -19.3%7d HGRAF-28.6% +7.9%1d +32.6%7d AXTI-28.6% +1.0%1d +1.2%7d ALAB-28.7% -0.3%1d -10.0%7d AIRJ-29.0% 0.0%1d -4.5%7d WAF.DE-29.0% -8.7%1d -9.9%7d INTC-29.1% +1.7%1d -3.2%7d NVTS-29.2% -1.3%1d +0.5%7d ONTO-29.6% 0.0%1d -10.0%7d BE-29.8% -11.2%1d -12.7%7d NBIS-29.9% -0.3%1d -4.1%7d POET-30.0% +2.4%1d +0.6%7d COHR-30.4% +0.7%1d -10.1%7d KOPN-30.6% +0.9%1d +2.7%7d STRL-30.6% -4.7%1d -16.3%7d 322310.KS-30.9% -1.8%1d -16.5%7d MOD-30.9% -1.4%1d -10.4%7d STX-31.8% -1.8%1d -1.3%7d FLEX-31.8% -0.2%1d -15.4%7d SNDK-31.9% -1.8%1d -4.7%7d OKLO-32.1% -2.4%1d -5.8%7d LEU-32.3% -1.6%1d -10.9%7d 3952.HK-32.5% +15.3%1d +6.4%7d 006260.KS-32.7% -2.7%1d -5.0%7d IPWR-32.8% -4.2%1d -8.4%7d AAOI-33.2% -0.8%1d -10.7%7d KULR-34.0% 0.0%1d -8.1%7d ASPI-35.2% -6.7%1d -8.9%7d FCEL-35.3% -4.1%1d -14.5%7d TTMI-36.3% +8.4%1d -14.7%7d 3308.HK-36.6% +4.2%1d -6.3%7d ARM-36.8% +0.1%1d -7.7%7d CRWV-37.6% -2.5%1d -11.7%7d VICR-37.8% -2.2%1d -8.1%7d SMR-38.0% 0.0%1d -7.7%7d FPS-39.3% -2.8%1d -23.6%7d SIVE.ST-40.0% -10.9%1d -10.0%7d HUT-40.2% -4.3%1d -9.6%7d TMC-40.3% -1.6%1d -5.8%7d FTCI-41.7% +1.4%1d -8.1%7d AEHR-43.2% -0.6%1d -8.7%7d TE-43.3% -0.9%1d -12.6%7d NJDCY-44.8% -3.9%1d -3.9%7d IREN-47.1% -2.4%1d -7.7%7d FRMI-47.1% -3.8%1d -19.3%7d EOSE-51.7% +1.2%1d -5.0%7d TRT-56.0% -2.3%1d +2.4%7d
@tech-insider-buys
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ASAN+26.9% +4.5%1d +21.9%7d HUBS+19.8% +1.4%1d +17.3%7d INTU+19.7% -3.2%1d +5.6%7d VEEV+19.3% +0.1%1d +4.1%7d ZS+19.0% +7.3%1d +23.0%7d TEAM+16.7% +2.0%1d +9.5%7d NOW+12.9% +1.3%1d +12.0%7d ESTC+12.2% +4.3%1d +11.7%7d ADBE+9.6% -2.5%1d +7.6%7d WDAY+9.2% 0.0%1d +10.1%7d DDOG+7.2% +4.6%1d +9.1%7d MSFT+4.8% +0.7%1d -0.9%7d CRM+4.6% -0.7%1d +3.3%7d OKTA+3.7% +5.8%1d +13.8%7d AAPL+3.2% -0.1%1d +1.2%7d PLTR+2.6% +0.3%1d +5.8%7d FTNT+0.7% +4.0%1d +6.4%7d AMZN-0.5% -0.9%1d -0.8%7d CRWD-1.9% +8.3%1d +13.3%7d TSLA-2.1% -0.6%1d +4.9%7d SNOW-2.8% +3.6%1d +6.1%7d PANW-3.2% +7.2%1d +11.3%7d CEG-4.0% -0.7%1d -6.6%7d GOOGL-5.2% -1.2%1d -6.0%7d TSM-6.3% +1.5%1d +1.4%7d NVDA-6.5% -0.6%1d -1.5%7d NET-7.5% +7.3%1d +9.9%7d AVGO-9.4% -0.5%1d -2.1%7d ASML-9.9% +0.7%1d -4.3%7d QCOM-10.8% +1.8%1d +2.2%7d CRSP-11.4% -1.2%1d +0.3%7d MRVL-12.4% +2.3%1d +0.3%7d MDB-13.4% +2.4%1d +9.9%7d META-13.6% -1.0%1d -9.4%7d ANET-15.3% +0.8%1d -2.6%7d AMD-15.9% +1.7%1d -2.3%7d SMCI-20.5% -2.3%1d +4.1%7d CRDO-24.0% -9.5%1d -13.2%7d IONQ-26.5% +0.3%1d 0.0%7d INTC-29.1% +1.7%1d -3.2%7d BE-29.8% -11.2%1d -12.7%7d ARM-36.8% +0.1%1d -7.7%7d
@ai-scan
View watchlist →
VEEV+19.3% +0.1%1d +4.1%7d ZS+19.0% +7.3%1d +23.0%7d AI+14.7% +3.6%1d +10.1%7d ISRG+13.6% +1.9%1d +6.0%7d NOW+12.9% +1.3%1d +12.0%7d ADBE+9.6% -2.5%1d +7.6%7d WDAY+9.2% 0.0%1d +10.1%7d PATH+8.4% +1.4%1d +10.0%7d DDOG+7.2% +4.6%1d +9.1%7d NEE+6.6% +0.2%1d +2.9%7d MSFT+4.8% +0.7%1d -0.9%7d CRM+4.6% -0.7%1d +3.3%7d PLTR+2.6% +0.3%1d +5.8%7d TAC+2.3% -2.3%1d -4.9%7d VST+1.6% -0.5%1d -7.8%7d FTNT+0.7% +4.0%1d +6.4%7d CSCO+0.1% +1.5%1d -0.8%7d SEDG-0.1% +1.1%1d +6.3%7d AMZN-0.5% -0.9%1d -0.8%7d CRWD-1.9% +8.3%1d +13.3%7d TSLA-2.1% -0.6%1d +4.9%7d SNOW-2.8% +3.6%1d +6.1%7d PANW-3.2% +7.2%1d +11.3%7d CEG-4.0% -0.7%1d -6.6%7d VZE-4.0% -1.2%1d -0.3%7d ENPH-4.5% +0.8%1d +3.2%7d DLR-5.0% +0.8%1d -2.0%7d GOOGL-5.2% -1.2%1d -6.0%7d BCE-5.6% -2.0%1d +0.3%7d AIQ-5.6% +0.3%1d +0.4%7d TSM-6.3% +1.5%1d +1.4%7d BOTZ-6.4% +1.0%1d 0.0%7d NVDA-6.5% -0.6%1d -1.5%7d ROBO-6.7% -0.1%1d -0.7%7d NET-7.5% +7.3%1d +9.9%7d EQIX-8.0% +0.3%1d -3.1%7d RUN-9.2% -1.6%1d +3.8%7d AVGO-9.4% -0.5%1d -2.1%7d ASML-9.9% +0.7%1d -4.3%7d FSLR-10.4% +0.4%1d -0.4%7d QCOM-10.8% +1.8%1d +2.2%7d TMUS-11.5% -7.7%1d -7.9%7d TEM-11.7% +6.0%1d +4.5%7d SMH-12.3% +0.7%1d -2.3%7d MRVL-12.4% +2.3%1d +0.3%7d MDB-13.4% +2.4%1d +9.9%7d META-13.6% -1.0%1d -9.4%7d SKM-14.6% -0.7%1d -4.2%7d ANET-15.3% +0.8%1d -2.6%7d AMD-15.9% +1.7%1d -2.3%7d T-17.3% -8.0%1d -10.7%7d MU-18.1% +2.5%1d -0.1%7d LITE-19.3% +0.5%1d -8.3%7d SMCI-20.5% -2.3%1d +4.1%7d BBAI-24.6% +0.5%1d -0.9%7d SOUN-26.3% -1.6%1d -6.1%7d IONQ-26.5% +0.3%1d 0.0%7d WDC-27.4% -3.0%1d +3.5%7d SKHY-27.6% +4.0%1d +0.4%7d RGTI-28.0% +0.3%1d -2.4%7d INTC-29.1% +1.7%1d -3.2%7d BE-29.8% -11.2%1d -12.7%7d NBIS-29.9% -0.3%1d -4.1%7d COHR-30.4% +0.7%1d -10.1%7d QBTS-30.6% +0.3%1d -1.0%7d STX-31.8% -1.8%1d -1.3%7d OKLO-32.1% -2.4%1d -5.8%7d ARM-36.8% +0.1%1d -7.7%7d SMR-38.0% 0.0%1d -7.7%7d EOSE-51.7% +1.2%1d -5.0%7d

Decision history

4 scored calls · newest first · projection

How to read this: Positive 30-day excess supports an enter call. For pass, avoid, sell, or exit calls, a positive number means the name kept rising after the call.

Jun 2 avoid high Avoid: parabolic move -44.0% complete
May 15 avoid high Avoid: parabolic move -2.7% complete
May 1 avoid high Avoid: parabolic move +67.8% complete
Apr 30 exit high Avoid: parabolic move +65.5% complete

Next earnings SMCI reports in 11 days Nov 3

Last report Aug 11

Super Micro's fiscal Q4/full-year 2026 print is confirmed to have happened — the company's own newsroom carries "Supermicro Announces Fourth Quarter and Full Fiscal Year 2026 Financial Results" in tonight's pull, and same-day market-close coverage treated SMCI as one of the day's earnings stories — but NO per-line actuals (EPS/revenue/guide) landed in tonigh...

full note →

Against street estimates

How SMCI's reported EPS compared with analyst consensus. Street estimates are single-source vendor consensus (yfinance). Actuals are vendor consensus-basis EPS (often non-GAAP); edgarEps is GAAP diluted from filings — disputed flags large disagreement only. A consensus out of line with the name's earlier estimates (opposite sign to all of them and over 3x their size) is not graded. EPS only.

8 most recent of 9 quarters · newest report Aug 11 · projection Oct 23

Result
Aug 11 0.961.70+77.5%Beat
May 5 0.620.84+34.5%Beat
Feb 3 0.490.69+41.4%Beat
Nov 4 '25 0.390.35-10.1%Miss
Aug 5 '25 0.440.41-6.6%Miss
May 6 '25 0.300.31 GAAP ≠ +3.8%Beat
Feb 25 '25 0.750.74 GAAP ≠ -1.9%In line
Aug 6 '24 0.810.63-23.2%Miss

Recent news

Headlines about SMCI from the desk's news pull — links go to the publisher. Not a desk read: the market read above is the desk's own.

pulled today · Oct 23

“On or before” marks an article that arrived without a publish date — the date shown is when the desk pulled it, so the article is at least that old.

SMCI research tape

147 dated scans, research, and events, newest first — the full record. Desk commentary and scheduled prints sit in their own panes.

scan Monster Scan — 2026-10-23 scan Monster Scan — 2026-10-22 scan Monster Scan — 2026-10-21 scan Monster Scan — 2026-10-19 scan Tech Insider-Buys Scan — 2026-10-16
Types
Oct 23 Scan Monster Scan
005930.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T3037.TWE +4 more
Oct 22 Scan Monster Scan
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Oct 21 Scan Monster Scan
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Oct 19 Scan Monster Scan
005930.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T3037.TWE +4 more
Oct 16 Scan Tech Insider Buys Scan
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Oct 16 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Oct 16 Scan Monster Scan
005930.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T3037.TWE +4 more
Oct 15 Scan Monster Scan
005930.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T3037.TWE +4 more
Oct 14 Scan Monster Scan
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Oct 13 Scan Monster Scan
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Oct 12 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T +4 more
Oct 9 Scan Tech Insider Buys Scan
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Oct 9 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Oct 9 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T +4 more
Oct 8 Scan Monster Scan
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Oct 7 Scan Monster Scan
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Oct 6 Scan Monster Scan
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Oct 5 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2049.TW2308.TW2383.TW2449.TW +4 more
Oct 2 Scan Tech Insider Buys Scan
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Oct 2 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Oct 2 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T +4 more
Oct 1 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T +4 more
Sep 30 Scan Monster Scan
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Sep 29 Scan Monster Scan
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Sep 28 Scan Monster Scan
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Sep 25 Scan AI Scan
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Sep 25 Scan Tech Insider Buys Scan
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Sep 25 Scan Monster Scan
AAAMIAAOIAAPLABCLABSIACMRADI +4 more
Sep 24 Scan Monster Scan
AAAMIAAOIAAPLABCLABSIACMRADI +4 more
Sep 23 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Sep 23 Scan Tech Insider Buys Scan
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Sep 23 Scan Monster Scan
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Sep 22 Scan Monster Scan
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Sep 21 Scan Monster Scan
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Sep 18 Scan AI Scan
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Sep 18 Scan Tech Insider Buys Scan
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Sep 18 Scan Monster Scan
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Sep 17 Scan Monster Scan
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Sep 16 Scan Monster Scan
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Sep 15 Scan Monster Scan
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Sep 14 Scan Monster Scan
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Sep 11 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Sep 11 Scan Tech Insider Buys Scan
CRDOIONQMDBPANWHUBSDDOGZSADBE +4 more
Sep 11 Scan Monster Scan
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Sep 10 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Sep 8 Scan Monster Scan
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Sep 4 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Sep 4 Scan Tech Insider Buys Scan — Three Confirmed Beats Sell Off Anyway (CRDO, MDB, PANW), CRDO's Chart Cracks Below Its 200 Day On A Margin Scare, SMCI's One Year Deficit Nearly Closes, MSFT's One Year Return Flips Back Negative, ESTC Resolves From Unconfirmed To A Confirmed Beat And Cools Hard Anyway
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Sep 4 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Sep 3 Scan Monster Scan
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Sep 2 Scan Monster Scan
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Sep 1 Scan Monster Scan
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Aug 31 Scan Monster Scan
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Aug 28 Scan AI Scan
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Aug 28 Scan Tech Insider Buys
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Aug 28 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 27 Scan Monster Scan
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Aug 26 Scan Monster Scan
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Aug 25 Scan Monster Scan
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Aug 24 Scan Monster Scan
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Aug 23 Scan Monster Scan
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Aug 22 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Aug 22 Scan Tech Insider Buys
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Aug 22 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 21 Scan Monster Scan
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Aug 20 Scan Monster Scan
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Aug 18 Scan Monster Scan
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Aug 14 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Aug 14 Scan Tech Insider Buys
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Aug 14 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Aug 13 Market Brief Software Surges While AI Infrastructure Fractures
AAPLARWASMLAXGNBANB.SWBEPATRCAVAH +4 more
Aug 13 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Aug 12 Market Brief The Compute Bill Gets Paid: Nebius +34%, Optical Runs, Memory Goes Ten-for-Ten
ABBNYABCLADMAEHRAEMAPAHAELITE +4 more
Aug 12 The Prints The Prints
LITECRWVSMCICRCLEATJDLQDAVG
Aug 12 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Aug 11 Market Brief The Market Holds Its Breath for CPI. CoreWeave Doesn't.
ACIWAIQARISARKXASANBSTKNCRWV +4 more
Aug 11 The Prints The Prints
CRWVRKLBSMCIRIOTASTSHIMSACHRVST
Aug 11 Catalyst SMCI earnings
SMCI
Aug 8 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Aug 8 Scan Tech Insider Buys
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Aug 8 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAALAAMIAAOIABBNY +4 more
Aug 4 Catalyst SMCI earnings
SMCI
Jul 31 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jul 31 Scan Tech Insider Buys
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Jul 31 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABSI +4 more
Jul 28 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jul 28 Scan Tech Insider Buys
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Jul 28 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABSI +4 more
Jul 25 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jul 25 Scan Tech Insider Buys
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Jul 25 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABSI +4 more
Jul 17 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jul 17 Scan Tech Insider Buys
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Jul 11 Scan AI Scan
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Jul 11 Scan Tech Insider Buys
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Jul 7 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jul 7 Scan Tech Insider Buys
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Jun 26 Scan AI Scan
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Jun 25 Scan AI Scan
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Jun 20 Scan AI Scan
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Jun 16 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jun 3 Investigation Following the money up Dell's supply chain — where the alpha moved and what's durable vs cyclical bubble
DELLMUSNDKSTXWDCAMDINTCNVDA#memory-supercycle#ai-power-bottleneck#ai-power-delivery +4 more
Jun 1 Source $NVDA Vera CPU partner list from GTC Taipei. Early Adopters: OpenAI, Anthropic,
NVDANBISORCLCRWVDELLHPESMCISNX
May 29 Scan Tech Insider Buys Scan
AAPLADBEAMDAMZNANETARMASANASML +4 more
May 29 Scan Monster Scan
005930.KS6779.TAAAAOIACLSACLXAEHRAGX +4 more
May 29 Scan Insider Scan
AAPLABBVABNBADBEAFRMAKAMAMDAMZN +4 more
May 29 Source Dell upstream-suppliers map — memory then microprocessors then hard drives, supply-constrained not demand
DELLMUAMDSTXWDCSMCIHPEVRT#memory-supercycle#ai-power-bottleneck
May 29 Scan AI Scan
ADBEAIAIQAMDAMZNANETARMASML +4 more
May 29 Scan AI Infrastructure Scan
AIQAMDAMZNANETARMASMLAVGOBCE +4 more
May 5 Catalyst SMCI earnings
SMCI
May 4 Article Cambrian Thesis — AI supply chain 2x2
NVDAAVGOMUAMKREFNCRDOALABCLF#ai-power-delivery +4 more
May 4 Source Bro, I'm convinced that $SMCI is way too cheap right now at only $16.8B MC. They
SMCINVDA
May 1 Scan NVDA Ecosystem Scan
AMATAMDAMKREARMASMLAVGOBECEG +4 more
Apr 28 Scan AI Scan
ADBEAIQAMDAMZNANETARMASMLAVGO +4 more
Apr 26 Scan Tech Insider Buys
AAPLADBEAFRMAMDAMZNARMASANASML +4 more
Apr 26 Scan NVDA Ecosystem Scan
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Apr 26 Scan AI Scan
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Apr 13 Scan AI Scan
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Apr 10 Scan AI Scan
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Apr 3 Scan NVDA Ecosystem Scan
AMATARMASMLAVGOMRVLMUNVDAQCOM +3 more
Apr 3 Scan AI Scan
AMDAMZNARMASMLAVGOGOOGLINTCMETA +4 more
Apr 3 Article Daily Actions
ABBVABTADBEAGROASBTCCEGCOP +4 more
Mar 31 Scan Tech Insider Buys
AAPLADBEAMDAMZNARMASANASMLAVGO +4 more
Mar 31 Scan Insider Universe
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Mar 31 Scan AI Scan
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Mar 31 Article Daily Actions
ABTADBEAMDASASMLAVGOBTCCEG +4 more
Mar 26 Scan AI Sector Scan
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Mar 26 Article Daily Actions
AAOIABBVADBEAEISAMDARMASMLBIIB +4 more
Mar 24 Scan Tech Insider Buys Scan
ADBEAMDARMASANAVGOCFLTCRMCRSP +4 more
Mar 24 Scan NVDA Ecosystem Scan
ARMASMLAVGOMRVLMUNVDASMCITSM +1 more
Mar 24 Scan Insider Scan
AAPLAMDAMZNARMASMLAVGOGOOGLINTC +4 more
Mar 24 Scan AI Scan
ADBEAMDAMZNANETARMASMLAVGOBOTZ +4 more
Mar 20 Scan NVDA Ecosystem Scan
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Mar 20 Scan AI Scan
ADBEAMDAMZNANETARMASMLAVGOBBAI +4 more
Mar 13 Scan AI Scan
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Mar 12 Scan NVDA Ecosystem Scan
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Mar 12 Scan AI Scan
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Mar 11 Scan Insider Activity Scan
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Mar 11 Scan AI Scan
ADBEAIQAMDAMZNANETARMASMLAVGO +4 more
Mar 10 Scan Tech Insider Buys Scan
ADBEAMDARMASANAVGOCRDOCRMCRSP +4 more
Mar 10 Scan NVDA Ecosystem Scan
AMATARMASMLAVGOMRVLMUNVDASMCI +2 more
Mar 10 Scan AI Scan
ADBEAIQAMDAMZNANETARMASMLAVGO +4 more
Mar 10 Scan AI Infrastructure
ANETAVGOCEGCSCODLREQIXFTNTGEV +3 more
Mar 3 Scan NVDA Ecosystem Scan
AMATAMDARMASMLAVGODELLHPEMRVL +4 more
Feb 9 Scan NVDA Ecosystem Scan
AMZNANETARMASMLAVGODLREQIXGOOGL +4 more
Feb 9 Scan AI Infrastructure Scan
AMDANETARMASMLAVGOBECEGCFLT +4 more
Feb 2 Scan AI Universe (Expanded)
ADBEAMDAMZNANETARMASMLAVGOBBAI +4 more