Stocks / Technology Hardware
SMCITechnology Hardware
Super Micro Computer, Inc.
$40.371d +8.8%5d +8.5%settled close · 2026-09-17
Mkt cap $14B (4/10)β 4.7752w $11.65–49Shares 599.0MInd. Electronic ComputersNasdaq since 2007Emp. 6,238HQ San Jose, CAsupermicro.com
The tape, with the calls on it
Who said what, and what SMCI did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
bullish
bearish
both sides
Who’s talkingIdea Scout · free
Who’s talking about SMCI
2 longlatest 2025-03-18
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2025-03-18 | Adam JohnsonFounder & Portfolio Manager, Bullseye Investment Group | Bullish | Wealthion | Super Micro assembles complete AI server arrays and trades at ~12x earnings with 70% growth guidance after… |
| 2024-08-28 | Ivan Feinseth | Bullish | Bloomberg Surveillance | Post-Hindenburg and delayed-10K selloff is a buying opportunity because Super Micro remains a core AI… |
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talking across television, podcasts, and interviews — every stance
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Earnings
Next report: 2 Nov 2026
Confirmed date · consensus EPS 1.06. Reactions below are the next settled session over the prior close.
| Report | When | EPS actual vs est. | Reaction |
|---|---|---|---|
| 11 Aug 2026 | after the close | 1.70 vs 0.98 | +9.8% |
The options tapeThe Brief · paid
Notable options days
Sessions in the last 120 where SMCI’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 24 of 120 sessions qualified.
The qualifying dates are the free record. Close, flow, call/LEAPS mix and the 20-session outcome — for every session below — are Brief subscriber content.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
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| 2026-09-17 | ||||||
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| 2026-04-20 | ||||||
| 2019-04-18 | ||||||
| 2019-04-03 |
+20 sess. = raw price change over the following 20
sessions — not market-adjusted; the tape tells you where to look,
not what happens next.
Today’s tape on
SMCI is in this morning’s Brief.
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