SMCITechnology Hardware
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Get what investors say about SMCI next
2 investor calls on SMCI in the last 90 days (2 bullish, 0 bearish). Follow SMCI free and new calls come to you in The Brief, our morning email, the day after we record them. This page shows them a week later.
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Who said what, and what SMCI did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
Who’s talking about SMCI
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-10-23 | Scott Wapner | Bullish | CNBC (uncut) | Philip Capital double-upgraded SMCI from sell to buy after a quarter showing 161% total revenue growth, 754%… |
| 2026-10-21 | Marta Norton | Bullish | CNBC (uncut) | SMCI's very large revenue guide is a leading positive signal for AI infrastructure demand and bellwether… |
| 2025-03-18 | Adam JohnsonFounder & Portfolio Manager, Bullseye Investment Group | Bullish | Wealthion | Super Micro assembles complete AI server arrays and trades at ~12x earnings with 70% growth guidance after… |
| 2024-09-05 | Ryan HendersonHead of Research, Fiscal.ai | Bearish | Chit Chat Stocks | Classic boom-era stock with a prior SEC accounting scandal (2018), a delayed annual-report filing under… |
| 2024-08-28 | Ivan FeinsethCIO & head of research, Tigress Financial Partners | Bullish | Bloomberg Surveillance | Post-Hindenburg and delayed-10K selloff is a buying opportunity because Super Micro remains a core AI… |
| 2024-08-28 | Ivan FeinsethCIO & head of research, Tigress Financial Partners | Bullish | Bloomberg Surveillance | The Hindenburg short report and 10-K filing delay are creating a buying opportunity in an AI infrastructure… |
Next report: 1 Feb 2027
| Report | When | EPS actual vs est. | Reaction |
|---|---|---|---|
| 11 Aug 2026 | after the close | 1.70 vs 0.98 | +9.8% |
Notable options days
Sessions in the last 120 where SMCI’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 9 of 120 sessions qualified.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-10-21 | ||||||
| 2026-09-17 | ||||||
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| 2026-07-22 | ||||||
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| 2026-06-10 | ||||||
| 2026-05-28 |
SMCI on the Wheel
SMCI did not pass our 1-month put test (V1, V2, V3); the Wheel shows its puts without calling one best.
The Wheel lists cash-secured puts on stocks after a 3% drop, with live quotes, the chance of assignment and each stock’s own history. Free to use; a free account lets you follow stocks, add your own and ask questions.
Decision support, not advice · questions put sellers ask us
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