Greg Munger

@Adams_Tech_AI if these are designed off the human body....Wonder who desiged the human body? 🤔

A YouTuber tried trolling Tesla’s Optimus robot and got trolled back.

@theresa_perrin What's it gonna be May 5th? Gross margin of 6.3% Q2'26 versus 9.3% in Q1'26 and 11.8% in Q2'25

$SMCI attempting HOD break out. It wants to go for $30 today. 😜

$smci @charlesliang retire please.

@Djibsonnn123 @BluefinR total of 10 employees.....half of them you can't find any trace of them on the internet besides Linkedin

$SMCI who the fuck are these guys @BluefinR Big shorts are behind this for sure using these clowns

$smci The 10 people firm doing research.....@BluefinR

@BluefinR @C_3C_3 The people behind BlueFinR.....

@BluefinR @C_3C_3 $smci seems anti immigrants too. @bluefinr can't hide.

Black Pride is celebrated and White Pride is racist. Insane.

@Stonefoxcapital @JG_Nuke these clowns don't understand that

@JG_Nuke be real, no GPUs are stranded inventory in this market.

$SMCI just lost their contract w/ $ORCL leaving them with a billion+ in stranded inventory after their founder was indicted for export control violations. That's the same founder they fired/rehired after an accounting fraud in 2021, before their next accounting scandal in 2024🤡

@Djibsonnn123 crazy

Since $SMCI never communicates on IR matters, so any random source can tank this stock. Most investors had never even heard of Bluefin before. How can an unknown firm with just 10 employees drop a stock like this? The whole article is based on ‘may have lost’ — nothing credible

$smci @charlesliang investors want you to sell the company. Or please step aside.

$SMCI @charlesliang you must sell this company to get any true value. You have failed us.

@Maza28Cat Bluefin Capital Management, LLC has agreed to pay a fine of $125,000 as a part of a settlement with Nasdaq Phlx LLC. From June 2020 to August 2022, Bluefin failed to accurately and timely report billions of order events to the CAT Central Repository.

🚨 $SMCI, 1,1 milyar dolardan fazla değere sahip olduğu bildirilen önemli bir $ORCL GB300 sözleşmesini kaybettiği yönündeki raporların ardından %10 civarında düştü. Rapor ayrıca $NVDA B200 envanteri etrafındaki endişeleri işaret ederek baskıyı artırdı.

$SMCI Bluefin Capital Management, LLC has agreed to pay a fine of $125,000 as a part of a settlement with Nasdaq Phlx LLC. From June 2020 to August 2022, Bluefin failed to accurately and timely report billions of order events to the CAT Central Repository.

@Sam68947872 @Supermicro can't catch a break.....one step forward and 5 steps back

Every time $SMCI starts picking up steam , some random report or headline comes out and kills the momentum. @Supermicro needs to address these issues faster and be way more agile.

@Scottharris323 @charlesliang @Supermicro what's your PT POPS?

$smci @charlesliang @Supermicro Absolutely amazing how SMCI mgmt allows third share price to be 100% controlled! Markets at ATH and we can’t even move back above $30. Mgmt refuses to announce anything. Pitiful!

@Mojo_flyin @JiNgErZz @kakashiii111 $SMCI was not named in the DOJ inditement. But yes, they do have significant governance issues.

@JiNgErZz @kakashiii111 Only $DELL and $SMCI play this game. $SMCI with the DOJ indictment must move carefully. If Liang or Liaw drag $NVDA under to cut a deal there won't be much brotherly love left.

Some simple math for dummies: Hoffman said that out of 140 planned US datacenter projects, representing roughly 16 gigawatts of capacity, only about 5 gigawatts are actually under construction. 5GW is roughly 3.1M B300 GPUs (Blackwell Ultra) or 37K fully equipped NVL72 racks. 3.1M B300 GPUs would translate to roughly 140 billion worth of Nvidia. Now, that’s assuming that all the 5GW will be equipped with only Nvidia chips. Now, if we take that 5GW and say some of it will be equipped with AMD, Google’s TPUs, Amazon’s Titanium, and so on, let’s say that Nvidia has 80% of the total 5GW. Let’s be even more generous with Nvidia and say 90% of the total 5GW is Nvidia. 4.5GW of datacenters only with Nvidia chips. 120B worth of Nvidia’s Blackwell. Nvidia communicated to investors over 500B through 2026. Let’s assume Malaysia and Singapore will help Jensen fill some demand. Let’s say the rest of the world, where Malaysia and Singapore are leading the demand, will have another 120B worth of Nvidia’s Blackwell through 2026. 240–250B worth of Blackwell. Still doesn’t match Nvidia’s prediction. I hope Nvidia and its partners are taking into consideration in their capex the need to build warehouses for the leftover GPUs. There will be a need for lots of them. Lots of them.

$SMCI @charlesliang don't delay and f up the earnings report.

@stonksamiam 💯

$SMCI really fucked shit up for themselves $DELL

$SMCI

$smci buyout news might be real.....watch for spikes in volume