SMCI Super Micro Computer, Inc. · NASDAQ · Electronic Computers

What each lens says: insiders — insiders bought $0.0M and sold $15.4M in 30 days (0 buys, 6 sales) · funds — Renaissance Technologies, Two Sigma opened or grew · press — 19 headlines read upbeat

no price series yet

What the readers say — 0 reads of posts over 50 upvotes, last 30 days

no reads yet — the model key is not set on the server

posts per day (height) and word-score mood (color), gated

Connected to SMCI — asked of the layer, served live

congress.trades

references ×1 Super Micro Computer, Inc. - Common Stock (sale, 2025-01-13)
references ×1 Super Micro Computer, Inc. - Common Stock (purchase, 2025-01-15)
references ×1 Common Stock (purchase, 2025-02-25)
references ×1 Common Stock (sale, 2025-04-08)
references ×1 Super Micro Computer, Inc. - Common Stock (sale, 2025-04-01)
references ×1 Common Stock (sale, 2025-05-02)
references ×1 Common Stock (purchase, 2025-04-30)
references ×1 Common Stock (purchase, 2025-09-05)
references ×1 Common Stock (sale_partial, 2025-11-12)

funds.holdings

references ×1 13f:0000899140-26-000855:86800U302
references ×1 13f:0001037389-26-000059:86800U302

funds.securities

references ×1 SUPER MICRO COMPUTER INC

insiders.trades

references ×1 form4:0001392941-26-000014:0
references ×1 form4:0001392941-26-000014:1
references ×1 form4:0001392941-26-000014:2
references ×1 President and CEO
references ×1 President and CEO
references ×1 President and CEO

news.articles

references ×1 Super Micro Computer Inc (SMCI) Stock Up 4.2% and Still Underval
references ×17 Super Micro Computer Inc. stock outperforms competitors on strong trading day
references ×2 Supermicro stock jumps on Q4 results, strong Q1 outlook
references ×3 Super Micro Computer Inc. stock underperforms Thursday when compared to competitors
references ×1 AI Server Stocks Rally as the Hardware Bid Broadens: Hewlett Packard Enterprise Jumps 9%,
references ×1 Super Micro Stock Slips as New NVIDIA AI Systems Enter the Market
references ×10 Super Micro (SMCI) Stock Trades Down, Here Is Why
references ×5 Super Micro Computer Inc (SMCI) Shares Fall 8.4% -- What GF Scor
references ×1 Why Is Super Micro Computer Stock Falling Monday?
references ×1 What Is Going on With Super Micro Stock on Wednesday?
references ×1 Super Micro Computer (NASDAQ:SMCIP): Strong Growth Momentum With a Bull Flag Breakout Setu
references ×5 Super Micro Computer Inc. stock underperforms Tuesday when compared to competitors

research.hypotheses

discusses ×1 hyp:basket:20301a22effb:20260907
discusses ×1 hyp:basket:a43dc6400954:20260908
discusses ×1 hyp:basket:d24e8cdaf177:20260907
discusses ×1 hyp:cluster:f73924d1a5a9:20260907
discusses ×1 hyp:cluster:fe9a0c7a56f0:20260907

research.verdicts

discusses ×1 verdict:hyp:basket:a43dc6400954:20260908

social.posts

discusses ×1 I've made loss in every AI stock!
discusses ×4 Fully Regarted
discusses ×1 Who will get the biggest pop from earnings next week - Aug 10-15
discusses ×70 I built an agent that buys whatever this sub is talking about. It's down 19.2%.

open the relational graph ↗

History of SMCI — the layer's log: every relationship that appeared, strengthened or faded

2026-10-03 00:14 strengthened references reddit:t3_1v2u6cu social.posts · ×4
2026-10-03 00:03 strengthened discusses reddit:t3_1uzfta2 social.posts · ×4
2026-10-02 23:58 strengthened references news:deeb12a98d7d5ec1 news.articles · ×2
2026-10-02 23:58 faded references news:3f8c0dd0e2969349 news.articles · evicted by a cap · ×1
2026-10-02 23:58 appeared references news:8e9fd81974c564ba news.articles · crossed the bar · ×1
2026-10-02 23:58 strengthened references news:f75fde71ecb0f7c9 news.articles · ×4
2026-10-02 23:58 faded references news:92921a3567c2c9e0 news.articles · evicted by a cap · ×1
2026-10-02 23:58 appeared references news:e231bae76f856a18 news.articles · crossed the bar · ×1
2026-10-02 23:58 faded references news:acdba317aa3e23c6 news.articles · evicted by a cap · ×1
2026-10-02 23:58 appeared references news:e61027ebf9cc61b6 news.articles · crossed the bar · ×1
2026-10-02 23:58 faded references news:98e21a23a281b795 news.articles · evicted by a cap · ×1
2026-10-02 23:58 appeared references news:95e53dcd098ea41c news.articles · crossed the bar · ×1
2026-10-02 23:58 faded references news:c20b510e342623c9 news.articles · evicted by a cap · ×1
2026-10-02 23:58 appeared references news:7282b1262844cf30 news.articles · crossed the bar · ×1
2026-10-02 23:58 faded references news:f3f8e1b8a6930bba news.articles · evicted by a cap · ×1
2026-10-02 23:58 appeared references news:0f7a656afb5c2b7f news.articles · crossed the bar · ×1
2026-10-02 23:58 faded references news:6aa36ab6aaf9f92a news.articles · evicted by a cap · ×1
2026-10-02 23:58 appeared references news:57a9c62d748c1881 news.articles · crossed the bar · ×1
2026-10-02 23:58 faded references news:5696a0278566a5c1 news.articles · evicted by a cap · ×1
2026-10-02 23:58 appeared references news:bc1959578e885fa3 news.articles · crossed the bar · ×1
2026-10-02 23:58 faded references news:01c9dd00b55f73da news.articles · evicted by a cap · ×1
2026-10-02 23:58 appeared references news:12bfac601a2621c9 news.articles · crossed the bar · ×1
2026-10-02 23:58 faded references news:95eafecf0afcc30e news.articles · evicted by a cap · ×1
2026-10-02 23:58 appeared references news:02129dfe1bcfe491 news.articles · crossed the bar · ×1
2026-10-02 23:58 faded references news:40060c32e495ba3f news.articles · evicted by a cap · ×1
2026-10-02 23:58 appeared references news:724bed8682a4fa37 news.articles · crossed the bar · ×1
2026-10-02 23:58 faded references news:023c819d57a5fc14 news.articles · evicted by a cap · ×1
2026-10-02 23:58 appeared references news:d7a3618d60767330 news.articles · crossed the bar · ×1
2026-10-02 23:58 strengthened references news:1bffc6d149999711 news.articles · ×4
2026-10-02 23:58 strengthened references news:04b9f453ebc43118 news.articles · ×2
2026-10-02 23:58 faded references news:18d7e6c71a4058b2 news.articles · evicted by a cap · ×1
2026-10-02 23:58 appeared references news:90a9872e116c13c6 news.articles · crossed the bar · ×1
2026-10-02 23:58 faded references news:43ccb1dbf02c113d news.articles · evicted by a cap · ×1
2026-10-02 23:58 appeared references news:f2608293b853267c news.articles · crossed the bar · ×1
2026-10-02 23:58 faded references news:92ff2e08e75e963e news.articles · evicted by a cap · ×1
2026-10-02 23:58 appeared references news:4386e056962283d1 news.articles · crossed the bar · ×1
2026-10-02 23:58 faded references news:fa063622c37ff963 news.articles · evicted by a cap · ×1
2026-10-02 23:58 appeared references news:82dce2a4f25c1d3d news.articles · crossed the bar · ×1
2026-10-02 23:58 faded references news:da14253947d1df22 news.articles · evicted by a cap · ×1
2026-10-02 23:58 appeared references news:4469c09c63fefaf0 news.articles · crossed the bar · ×1

The reads — each post's actual stance, by a language model

no reads yet for this ticker

Reddit posts — over 50 upvotes

post	⬆	flair	word score
r/wallstreetbets Imagine not full porting SMCI at mid $20s	291	YOLO	bullish
r/wallstreetbets I built an agent that buys whatever this sub is talking about. It's down 19.2%.	3095	Discussion	neutral
r/options $700k in SMCI leaps ($300k profit)	63		bullish
r/wallstreetbets Who will get the biggest pop from earnings next week - Aug 10-15	301	Discussion	bullish
r/wallstreetbets SMCI 100k in	79	YOLO	neutral
r/wallstreetbets $360k SMCI full port leap all in	106	YOLO	bullish
r/wallstreetbets Fully Regarted	75	Loss	bearish
r/wallstreetbets Another month, Another Scandal...SMCI, the company that never disappoints LOL	132	Meme	neutral
r/wallstreetbets $SMCI addicted to breaking the law	60	Meme	neutral
r/wallstreetbets I've made loss in every AI stock!	3409	Loss	neutral
r/wallstreetbets Supermicro fumble -$200k	194	DD	bullish
r/wallstreetbets SMCI dropped 28% today	2298	Loss	bearish
r/wallstreetbets Supermicro Announces Proposed $7.0 Billion of Equity and Equity-linked Financing Transactions To Fund AI Orders	299	News	neutral

The comments — loudest in 30 days, over 10 upvotes

“Fuck off. My “full port” was $37 when SMCI was $20”

81 ⬆ · u/SwearImNOTacuck · r/wallstreetbets · on Imagine not full porting SMCI at mid $20s

News

seen	headline	source
2026-10-02T21:49	Super Micro Computer Inc (SMCI) Stock Up 4.2% and Still Underval	GuruFocus
2026-10-02T20:30	Super Micro Computer Inc. stock outperforms competitors on strong trading day	MarketWatch
2026-10-02T18:11	Super Micro Computer, Inc. - Depositary Shares (Nasdaq:SMCIP) Stock Quote	FinancialContent
2026-10-02T17:21	What's Going On With Super Micro Computer Stock Friday?	Benzinga
2026-10-02T12:20	Super Micro Computer (NASDAQ:SMCIP): Strong Growth Momentum With a Bull Flag Breakout Setup	ChartMill
2026-10-02T12:00	Super Micro Computer, Inc. (SMCI) is Attracting Investor Attention: Here is What You Should Know	Yahoo Finance
2026-10-02T12:00	Super Micro Computer, Inc. (SMCI) is Attracting Investor Attention: Here is What You Should Know	Yahoo Finance UK
2026-10-01T23:09	AI Computer Giant Super Micro Heads Group Of 15 Standouts New To Best Stocks Lists	Investor's Business Daily
2026-10-01T20:57	Super Micro Computer Inc. stock underperforms Thursday when compared to competitors despite daily gains	MarketWatch
2026-10-01T14:20	Why Super Micro Computer Stock Has More Room to Run	Barchart.com
2026-09-30T14:56	What Is Going on With Super Micro Stock on Wednesday?	Benzinga
2026-09-30T14:56	What Is Going on With Super Micro Stock on Wednesday?	TradingView
2026-09-30T14:40	SMCI vs. WDC: Which Stock Is the Better Value Option?	Yahoo Finance
2026-09-29T19:47	NTAP Stock Hits Record High: NetApp Expands Strategic Partnerships With SAP, Oracle, and Supermicro To Drive Cloud Infrastructure	Yahoo Finance
2026-09-28T22:01	Super Micro Computer Inc (SMCI) Shares Fall 3.4% -- What GF Scor	GuruFocus
2026-09-28T20:30	Super Micro Computer Inc. stock underperforms Monday when compared to competitors	MarketWatch
2026-09-28T20:09	Rating Upgrade: Super Micro Computer Presents A Rare Value Opportunity (NASDAQ:SMCI)	Seeking Alpha
2026-09-28T17:52	What's Going On With Super Micro Computer Stock Monday?	Benzinga
2026-09-26T09:20	Super Micro Computer (NASDAQ:SMCI): Affordable Growth at a Reasonable Valuation	ChartMill
2026-09-25T14:23	Super Micro Computer stock gains 2.91 percent as revenue jumps 77.8 percent	AD HOC NEWS

Who holds it — the big funds' 13F reports, each manager's newest quarter

manager	position	shares	move vs prior quarter	as of
Two Sigma	$286M	9,783,845	new	2026-06-30
Renaissance Technologies	$199M	6,785,600	new	2026-06-30

Insider trades — Form 4 open-market buys and sales

traded	filed	who	side	shares	price	value
2026-09-04	2026-09-08	Liang Charles President and CEO	sell	100,000	$40.00	$4,000,000
2026-09-04	2026-09-08	Liu Liang Chiu-Chu Sara director	sell	100,000	$40.00	$4,000,000
2026-09-03	2026-09-08	Liang Charles President and CEO	sell	42,565	$36.60	$1,557,879
2026-09-03	2026-09-08	Liang Charles President and CEO	sell	57,435	$37.62	$2,160,705
2026-09-03	2026-09-08	Liu Liang Chiu-Chu Sara director	sell	42,565	$36.60	$1,557,879
2026-09-03	2026-09-08	Liu Liang Chiu-Chu Sara director	sell	57,435	$37.62	$2,160,705

Congressional trades — House periodic transaction reports

traded	filed	member	type	owner	amount
2025-11-12	2025-12-12	Hon. Gilbert Cisneros CA31	sale_partial	self	$1,001 – $15,000
2025-09-05	2025-10-08	Hon. Gilbert Cisneros CA31	purchase	self	$1,001 – $15,000
2025-05-02	2025-06-02	Hon. Tim Moore NC14	sale	self	$15,001 – $50,000
2025-04-30	2025-05-05	Hon. Tim Moore NC14	purchase	self	$15,001 – $50,000
2025-04-08	2025-04-08	Hon. Rob Bresnahan PA08	sale	self	$1,001 – $15,000
2025-04-01	2025-05-06	Hon. Julie Johnson TX32	sale	JT	$1,001 – $15,000
2025-02-25	2025-02-25	Hon. Rob Bresnahan PA08	purchase	self	$1,001 – $15,000
2025-01-15	2025-02-07	Hon. Julie Johnson TX32	purchase	JT	$1,001 – $15,000
2025-01-13	2025-01-13	Hon. Rob Bresnahan PA08	sale	JT	$1,001 – $15,000