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Super Micro (SMCI)

History · Pro

Creator sentiment

50/100
● Bullish 50%● Neutral 0%● Bearish 50%

2 creators · 2 views · past 7 days

Updated October 20, 2026

The bull case

  • +Bought $1,000 at $34.27, viewing SMCI as oversold at $34 when it deserves to be $50.

The bear case

  • −Management has done a poor job managing the company and expectations, with accounting gimmicks and weak controls.
  • −He is transitioning out of AI infrastructure hardware stocks into software names.
  • −The stock is a roller coaster and he is tired of the heartache, despite still seeing fair value at $40-45.

What StockTubers recently said

Let's Talk Money! with Joseph Hogue, CFA BearishOct 18Target $40-45

📹 $160K Down in ONE DAY! Why I’m BUYING These 15 Stocks

Management has done a poor job managing the company and expectations, with accounting gimmicks and weak controls. · He is transitioning out of AI infrastructure hardware stocks into software names. · The stock is a roller coaster and he is tired of the heartache, despite still seeing fair value at $40-45.

Watch 3:04 →
Amit Kukreja BullishOct 15Target $50

📹 STOCKS TRY TO GET SOME BOUNCE, YIELDS CONTINUE HIGHER, MACRO THURSDAY | MARKET CLOSE

Bought $1,000 at $34.27, viewing SMCI as oversold at $34 when it deserves to be $50.

Watch 3:19 →

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