SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

Indonesia Energy Corp. Ltd. operates as an oil and gas, exploration, and production company. It engages in oil and gas assets portfolio with a mix between medium-sized producing blocks and exploration blocks with significant resources. Its portfolio includes Kruh, Citarum, and Rangkas Area. The company was founded by James J. Huang and Wirawan Jusuf in 2014 and is headquartered in Jakarta, Indonesia.

Indonesia Energy Corp Ltd

INDO is trending as crude oil prices climb significantly due to escalating geopolitical tensions and supply concerns, fueling community discussion around its small float and high short interest, with many anticipating a substantial rally akin to its past performance if oil continues its ascent.

United States Oil Fund LP - United States Oil Fund

United States Oil Fund

USO is seeing intense volatility and price surges as the escalating US-Israel conflict with Iran raises concerns over sustained disruptions to global oil shipments through the Strait of Hormuz. While some investors anticipate continued rallies on supply fears, others expect a swift price reversal due to potential US interventions and alternative oil supplies.

Marvell Technology, Inc. engages in the design, development, and sale of integrated circuits. Its products include data processing units, security solutions, automotive, coherent DSP, DCI optical modules, ethernet controllers, ethernet PHYs, ethernet switches, linear driver, PAM DSP, transimpedance amplifiers, fibre channel, HDD, SSD controller, storage accelerators, ASIC, and Marvell government solutions. It operates through the following geographical segments: United States, Singapore, Israel, India, China, and Others. The company was founded by Wei Li Dai and Pantas Sutardja in 1995 and is headquartered in Wilmington, DE.

Marvell Technology Inc

Marvell Technology is surging after multiple Wall Street upgrades and increased price targets, driven by strong earnings, an optimistic outlook for AI and data center expansion, and its pivotal role in AI optical connectivity and custom chip programs. The community is actively discussing its accelerating growth and potential for a sustained rally as institutional confidence builds.

SSgA Active Trust - State Street SPDR S&P 500 ETF Trust

SPY is trending due to escalating geopolitical tensions in the Middle East, driving oil prices significantly higher and intensifying inflation concerns, as the community debates whether the market's resilience will hold or if a significant correction is imminent ahead of upcoming jobs data.

Samsara, Inc. develops internet connected sensor systems. It combines plug-and-play sensors, wireless connectivity, and cloud-hosted software integrated for deployment. The company was founded by John Bicket and Sanjit Biswas in 2015 and is headquartered in San Francisco, CA.

Samsara Inc - Ordinary Shares - Class A

Samsara Inc

Samsara Inc. is trending following a robust earnings beat and strong forward guidance, showcasing accelerating annualized recurring revenue and significant traction with enterprise customers driven by AI-powered solutions. The community is actively discussing its strong positioning as an AI beneficiary with a durable growth trajectory in the connected operations software sector, leading to multiple analyst price target increases.

ASP Isotopes, Inc. is a pre-commercial stage advanced materials company, which engages in the development of technology and processes that will allow for the enrichment of natural isotopes into higher concentration products. Its products include medical, green energy, and Industrial isotopes. The company was founded by Paul E. Mann and Robert Ainscow on September 13, 2021 and is headquartered in Dallas, TX.

ASP Isotopes Inc

ASP Isotopes is trending as its Quantum Leap Energy (QLE) subsidiary advances strategic HALEU production initiatives with key collaborations and a new Texas headquarters, attracting institutional interest. This progress, alongside developments in the Renergen Helium Project, generates bullish sentiment, yet the community remains divided over ongoing delays in core isotope production and concerns about management's execution.

Volatility Shares Trust - 2x Long VIX Futures ETF

Volatility Shares 2x Long VIX Futures ETF

UVIX is actively trending amid escalating geopolitical tensions in the Middle East and rising oil prices, with many in the community anticipating a significant surge as a hedge against potential market volatility. However, a strong counter-narrative emphasizes the leveraged ETF's inherent decay and structural flaws, advising caution or considering short positions on price bounces.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

QQQ is trending due to escalating Middle East tensions pushing oil prices higher and intensifying concerns over inflation and potential rate hikes. The community remains divided, with many expressing fears of a significant downturn, while others note the market's consistent "V" shaped recoveries, fueled by perceptions of algorithmic propping.

Omada Health, Inc. engages in the provision of digital health services. It offers online diabetes and obesity prevention programs, health coaching, and integration of web, mobile, and smart devices. The company was founded by Andrew DiMichele, Adrian James, and Sean Duffy in 2011 and is headquartered in South San Francisco, CA.

Omada Health Inc.

Omada Health, Inc.

Omada Health is trending after posting strong Q4 results, with analysts noting its "bull case" performance is currently trading at "bear case" valuations, sparking community excitement about its significant undervaluation and the long-term prospects of its GLP-1 care offerings.

Genesco, Inc. engages in sourcing and design, marketing, and distribution of footwear, apparel, and accessories. It operates through the following business segments: Journeys Group, Schuh Group, Johnston and Murphy Group, and Genesco Brands Group. The Journeys Group segment operates the Journeys, Journeys Kidz, and Little Burgundy retail stores retail footwear chain. The Schuh Group segment includes the Schuh retail footwear chain and e-commerce operations. The Johnston and Murphy Group segment operates the wholesale distribution of products under the Johnston and Murphy brand. The Genesco Brands Group segment is involved in licensed Dockers, Levi's, and G.H. Bass brands. The company was founded in 1924 and is headquartered in Nashville, TN.

Genesco Inc.

Genesco is trending after its shares sharply declined despite strong Q4 earnings, which included beats on revenue and adjusted EPS, along with positive comparable sales. The market's reaction appears driven by significantly lower full-year adjusted EPS guidance for the upcoming fiscal year, leading to community discussion on whether the sell-off presents a buying opportunity amid ongoing retail sector adjustments.

statis crypto Watchlist

Bitcoin

Ethereum

Solana

Ripple

Dogecoin

Cardano

statis IN Watchlist

Nifty 50

Nifty Bank

Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

Bajaj Finance Ltd

statis US Watchlist

SPDR S&P 500 ETF

Apple Inc.

Tesla Inc

Microsoft Corporation

NVIDIA Corp

 Hey, I want to invite you to join Stocktwits. It’s the largest global community of active traders. You’ll get access to the real-time market insights, news, discussion and much more! You can sign up using my unique link below 
 


 has invited you to join Stocktwits

American Century Companies Inc. Acquires 416,932 Shares of Super Micro Computer, Inc. $SMCI

American Century Companies Inc. lifted its holdings in shares of Super Micro Computer, Inc. (NASDAQ:SMCI - Free Report) by 70.5% in the 3rd quarter, according to the company in its most recent 13F...

Super Micro Computer (NASDAQ:SMCI) Stock Price Down 1.3% - Here's What Happened

Super Micro Computer (NASDAQ:SMCI) Shares Down 1.3% - Should You Sell...

P/E Ratio Insights for Super Micro Computer

Dell's ISG Revenue Growth Strengthens: Will the Momentum Continue?

DELL's ISG posts record $19.6B revenues in Q4 FY26 as AI server demand surges, with a $43B backlog and a projected $50B in AI revenues for FY27.

Vertiv Trades at a Premium Valuation: Should You Still Buy the Stock?

VRT trades at a premium valuation, but booming AI-driven data center demand, surging orders, and new partnerships are powering rapid growth.


Super Micro (SMCI) Down 3.3% Since Last Earnings Report: Can It Rebound?

Super Micro (SMCI) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Why Super Micro Computer Surged Double-Digits in February

Key PointsSuper Micro reported December quarter earnings that beat expectations...

Super Micro Computer (NASDAQ:SMCI) Trading Up 6.4% - What's Next?

Super Micro Computer (NASDAQ:SMCI) Trading 6.4% Higher - What's Next...

Griffith & Werner Inc. Buys New Position in Super Micro Computer, Inc. $SMCI

Griffith & Werner Inc. purchased a new position in Super Micro Computer, Inc. (NASDAQ:SMCI - Free Report) during the 3rd quarter, according to its most recent disclosure with the SEC. The fund...

<ul class="summary-bullets"><li>The company’s shares have gained nearly 5% so far this year, compared with the 4% decline witnessed in 2025.</li><li>The agreement, signed at Mobile World Congress 2026, aimed to shorten the timelines for building artificial intelligence data centers and reduce supply bottlenecks.</li><li>CEO Charles Liang in early February said that the company’s Data Center Building Block Solution has started to gain some key customer preference.</li></ul>Shares of Super Micro Computer, Inc. slipped nearly 1% in overnight trading,&nbsp;putting the stock on track for a third straight session of decline&nbsp;as broader markets sold off on concerns that escalating tensions between the U.S. and Iran could disrupt global trade.&nbsp;Retail trader confidence has also slipped even as fresh catalysts for the company’s AI-driven growth emerge.Late Tuesday, SK Telecom Co., Ltd. said it signed a three-party memorandum of understanding with Super Micro and Schneider Electric SE to develop an integrated solution for artificial intelligence data centers.Super Micro shares are up nearly 5% so far this year, compared with a 4% decline in 2025, as investors weigh strong AI-related demand against concerns over margin pressure from tariffs and component shortages.<h2 class="st-heading-2">SMCI’s Data Center Building Block</h2>CEO Charles Liang in early February said that the company’s Data Center Building Block Solution has begun to gain key customer preference as they look for faster deployment and faster time to online.“These pre-designed, pre-validated infrastructure building blocks not only speed up customers' data center builds, but they also save cost with better workload optimization and with minimal power and water consumption,” Liang said.<h2 class="st-heading-2">The Three-Party Collaboration</h2>The agreement, signed at Mobile World Congress 2026, aimed to shorten the timelines for building artificial intelligence data centers and reduce supply bottlenecks. The companies will collaborate on a pre-fabricated modular model that integrates AI computing servers with supporting power and cooling infrastructure into a single pre manufactured module.This would enable artificial intelligence data centers to be constructed in a building-block configuration, unlike the traditional steel-reinforced concrete method, in which servers and infrastructure are installed sequentially after the data center building is completed.The pre-fabricated modular model offers both faster deployment and improved cost efficiency. Under the MOU, SK Telecom will contribute its artificial intelligence data centers operational expertise, while Super Micro will provide high-performance GPU servers optimized for customer-specific AI computing scenarios.Schneider Electric will deliver MEP infrastructure design and construction capabilities to reliably support the growing demand for AI.<h2 class="st-heading-2">What Is Retail Thinking About SMCI?</h2>Retail sentiment on Super Micro dipped to ‘bearish’ from ‘bullish’ a week ago, with message volumes at ‘low’ levels, according to data from Stocktwits."Thats just the thing though, any substantial deal that SMCI negotiates wont have numbers. Why? It's because numbers are finite, in other words, they are for a set amount. Often, the deals that have no numbers are far more valuable than the ones that do,"&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.stocktwits.com/Ub3r5pAnK/message/646518004">said</a> one user.<stembedurl>https://www.stocktwits.com/Ub3r5pAnK/message/646518004</stembedurl>One bearish user pointed to trends linked with bearish Nvidia bets. "Over the course of the last few trading days, I've noticed NVD has been doing insane volume. NVD is a 2x short ETF for nvidia," the user <a href="https://stocktwits.com/KmOz19/message/646504526 ">posted</a>. "Point being that AI sentiment is still in the basement when people are piling into a 2x short for nvidia. Of course if nvidia goes no where we go no where, and that's exactly where we are going."<stembedurl>https://stocktwits.com/KmOz19/message/646504526</stembedurl>Retail sentiment on SK Telecom improved to ‘neutral’ from ‘bearish’ territory a day ago, with message volumes at ‘low’ levels. Shares of SK Telecom declined nearly 8% in overnight trading.Shares of Super Micro have declined more than 21% in the last 12 months.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/time-to-buy-sofi-stock-retail-traders-turn-bullish-after-stablecoin-tie-up-with-mastercard/cZd9XRzRI5f">Time To Buy SOFI Stock? Retail Traders Turn More Bullish After Stablecoin Tie-Up With Mastercard</a>

In this photo illustration, the Super Micro Computer, Inc. logo is seen displayed on a smartphone screen. 

SMCI Stock Struggles To Break Out: Will A New AI Data Center Deal Revive Bulls? 

At Mobile World Congress 2026, Super Micro signed an MOU with SK Telecom Co., Ltd. and Schneider Electric SE to build pre-fabricated modular AI data centers.

Equity

At Mobile World Congress 2026, Super Micro signed an MOU with SK Telecom Co., Ltd. and Schneider Electric SE to build pre-fabricated modular AI data centers.


Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

Software / SaaS

Cybersecurity

Cloud Infrastructure

AI / Semiconductors

Which beaten-down sector are you buying first?

Stocktwits

Stocktwits Polls

Traders are buzzing about the immense demand for AI servers, with impressive Q2 revenue of $12.7B and a raised full-year guidance to $40B+, fueled by $13B in NVIDIA Blackwell system backorders.

Many users are observing persistent price suppression around the options Max Pain of $31.50, suggesting market maker manipulation despite strong underlying demand and growth signals.

Discussion centers on potential US government regulations requiring approval for global AI chip exports, creating a macro overhang that could impact sales to non-US customers.

Traders believe the stock is "coiling" within its current $29-$33 range and building a strong base, anticipating an imminent breakout towards $40+ fueled by technical strength and underlying fundamentals.

Fiscal Period	Estimated	Reported	Surprise	Result
Q3 '26	$0.61	--	--	N/A
Q2 '26	$0.49	$0.69	40.90%	BEAT
Q1 '26	$0.37	$0.35	-6.58%	MISSED
Q4 '25	$0.45	$0.41	-7.89%	MISSED
Q3 '25	$0.41	$0.31	-24.46%	MISSED

SMCI
Super Micro Computer Inc

Feed

News

Sentiment

Earnings

Fundamentals

Info

Upcoming Earnings: Q3 '26

Historical Earnings

Latest SMCI News

SMCISuper Micro Computer Inc