Why there is a huge cash flow plunge 6.6 billion cash is gone it is 13x times of the earning that quarter. Isnt this a big problem?

I bought smci under $30 again. It looks so cheap but I should diversify more.

Many stocks have a cycle like APP, SMCI, cannabis’s.
I wish the AI stocks are not but can it be ?
SNDK, MU, WDC are all crazy high but still getting double the current price targets.
What do you think ?
Good to get in as they are a bit down from highs for another leg up ?

Hi everyone,

We bought a Supermicro blade system about 3.5 years ago through an SMC distributor. The system came with enterprise Micron NVMe drives. A few of the drives have now failed.

When we contacted Supermicro/the distributor, they told us the server warranty was only 3 years and that all included components are covered only under that server warranty. Since the 3-year period has expired, they said we should contact Micron directly.

The issue is that these are datacenter Micron drives, and we originally expected them to have a 5-year warranty. However, Micron does not seem to provide a clear way to submit an RMA or contact support for drives purchased through Supermicro.

Has anyone dealt with this before? Are Micron enterprise drives bought as part of a Supermicro system only covered by Supermicro’s 3-year system warranty, or is there still a way to claim the standard Micron drive warranty directly?

Any advice or contacts would be appreciated.

I think it was a long ride with SMCI, held it through when it was about to delist but that’s it. I started selling after earning and the last 2 thousand shares i am going to clear this week, hopefully around 32. Good luck.

From Refinitiv's latest report:

Congrats.

Processing img i1k6icvdux1h1...

Hey guys,

$SMCI looked really promising for an explosive breakout, everything was inline and the stock needed a bit more momentum to break out.

For me the crucial level is $35 which is line with the resistance of its trading pattern.

The stock should not lose more bullish momentum otherwise it could signal that the bears have completely stepped in and we could find it go back to do the bottom of the trend channel.

All the info and specific price targets/resistances are in the video.

(NFA)

$SMCI Stock Super Micro Computer | WHY DID SMCI STOCK PULL BACK? | Short Squeeze Review - YouTube

https://preview.redd.it/6pzaej2iis1h1.jpg?width=1870&format=pjpg&auto=webp&s=91c7e6ca6f8df1e9ce5d1763b64687e44a847c2e

https://preview.redd.it/bwwqbm2iis1h1.jpg?width=1873&format=pjpg&auto=webp&s=c5696215016a4378436a4d022ca718ebf48e5db1

Just wanted to share my own insights into this stock and from what I see in this thread, and back it with some fundamentals. 10 years of research and investing experience in 2 minutes:

Stocks go UP when there are more buyers than sellers. If you want to do your part on getting filthy rich on this stock here are the productive things you can do:

- Buy more stock / dips at support
- HOLD and diamond hands it 💎🤲
- Don’t whine and moan everyday about volatility, mods please ban these people
- Share catalysts and prognosis, bull case theories
- Don’t check it everyday, go live your life

This is a community, let’s act like one, it’s a team effort if retail is all on the same side. I wouldn’t be surprised if all the moaning in this community is orchestrated by short sellers posing as emotional investors. Don’t take the bait…

The stock is in a clear uptrend right now on the 4H chart. We need buying pressure, but more importantly less sell pressure to continue going up. Hold your shares, don’t put them up for sale so easily, and they become scarce and price goes up. Also, not a bad time to buy today or Monday as it’s also oversold on RSI and at a major support level. The market is a voting machine in the short term, and a weighing machine long term. We can have both, if we convince just a few more people with this post, we can tip the scales .

The setup is right in front of you. Sentiment is in the gutter, only 30% of analysts carry a Buy rating, and the stock trades at a PE around 16 while every other AI infrastructure name trades at a premium. Why? Three overhangs everyone's already priced in: a DOJ headline (where Super Micro is not a defendant nor a target of a grand jury investigation), a margin scare (already rebounded from 6.4% to 10.1% non-GAAP in one quarter), and a "revenue miss" that was actually customers not yet equipped with the power and networking required for their cloud deployment — revenue management expects to capture in coming quarters. That deferred revenue lands in the August 11 print, where guidance is $11.0B–$12.5B for Q4 and management has already telegraphed Q3 FY27 EPS of $0.87 — sequential growth locked in through next spring. Meanwhile they're cranking 6,000+ high-end AI racks per month, sitting on a $13B+ Blackwell Ultra order book, and shipping liquid-cooled variants for NVIDIA Vera Rubin and HGX Rubin NVL8 — the exact platforms hyperscalers physically cannot deploy without liquid cooling. Bull targets sit at $40–$58, implying 85–170% upside. They don't have to be perfect on August 11. They just have to be credible. One clean quarter and this thing rerates.

🚀🚀🚀

https://www.reuters.com/business/retail-consumer/us-clears-h200-chip-sales-10-china-firms-nvidia-ceo-looks-breakthrough-2026-05-14/

5% here, 6% there …. What an investment 💩

Second senior appointment in the past two days. Are they close to a CFO appointment?

May 14 (Reuters) - Super Micro Computer Inc(SMCI):

* SUPERMICRO APPOINTS MATTHEW THAUBERGER AS CHIEF REVENUE OFFICER

SAN JOSE, Calif.--(BUSINESS WIRE)-- Super Micro Computer, Inc.(SMCI) , an AI, Enterprise, Storage, 5G/Edge Total Solution Provider with optimized Data Center Building Block Solutions ® (DCBBS), today announced the appointment of Matthew Thauberger as Chief Revenue Officer. Mr. Thauberger will oversee the Company’s global revenue organization across direct, channel, hyperscale, and strategic sales for its AI and infrastructure offerings.

“Matthew brings decades of leadership experience and a deep understanding of the business to this new role, and we are confident he will be instrumental in accelerating revenue growth for Supermicro,” said Charles Liang, Founder, President and CEO of Supermicro. “With the strength of our global team behind him, we are excited for Matthew to oversee and advance our sales initiatives. We see meaningful opportunities ahead and look forward to capturing the next wave of demand in AI and IT infrastructure.”

Mr. Thauberger is a seasoned executive with more than two decades of global experience leading international sales, strategic partnerships, and market expansion initiatives for AI computing organizations. As Supermicro’s Senior Vice President of Strategy and Business Development since April 2020, he has led several product launches, expanded the Company’s Fortune 500 customer pipeline, and helped position Supermicro for growth in the CSP and enterprise storage market. Prior to Supermicro, Mr. Thauberger was Vice President of Sales at Burlywood, Inc., and before that, General Manager of U.S. Sales at Inspur Systems. Earlier in his career he held executive leadership roles at AMAX, including Vice President of Global Sales and General Manager of EMEA Operations.

“I am honored to step into the role of Chief Revenue Officer as the Company enters its next stage of growth,” said Mr. Thauberger. “Having worked closely with Charles and the leadership team over the past several years, I recognize and appreciate Supermicro’s unmatched innovation, deep customer relationships, and attractive global opportunities. I look forward to leading the sales team at Supermicro to drive revenue growth across our AI and infrastructure solutions.”

In connection with this announcement, Don Clegg will retire from his role as Senior Vice President of Worldwide Sales. During his tenure with the Company, Supermicro has expanded global customer relationships and aligned its sales strategy to adapt and scale with fast-moving technology markets.

“We thank Don for his outstanding leadership and dedicated service to Supermicro,” said Liang. “We are poised for continued success and wish him all the best in his upcoming retirement.”

https://preview.redd.it/pmq6gf8q8c1h1.png?width=569&format=png&auto=webp&s=f81a03b7ec7eef962a5a69cb27ac48d8c3b37b1d

Supermicro was honored to host the President of Catalonia (Spain), Salvador Illa Roca, and officials from the President's office at the San Jose HQ for a wonderful time of dialogue and collaboration!

The visit brought together government leaders and Supermicro leadership, including Supermicro CEO & Founder Charles Liang, to strengthen and expand their strategic alliance, building trust and working to translate knowledge into shared prosperity.

We were also pleased to witness Prof. Mateo Valero, Director of Barcelona Supercomputing Center, sign an important MOU with Supermicro.

We look forward to continuing the dialogue and exploring future opportunities together.

Pretty much what the title says.

How’s the morale at the company?

Are the employees happy and do they have trust in their executive team?

What do you think needs to change?

Are employees generously compensated and do they believe in the company?

https://ir.supermicro.com/news/news-details/2026/Supermicro-Announces-Participation-in-Upcoming-Investor-Events-4ab929c79/default.aspx