SMCI Looking for price to find support at 44.98 or 44.22.Have a great weekend!
Super Micro Computer, Inc. stock forum
SMCI Looking for price to find support at 44.98 or 44.22.Have a great weekend!
SMCI I’m out with my profit. Waiting for an entrance at $40. Is that Head and Shoulders on the 5 min?
SMCI There was an insane amount of open positions on calls expiring today. MM’s are suppressing until next week it looks like 😔
SMCI can this go anywhere today?
SMCI Industry First -- Supermicro Systems Certified by Intel for an Immersion Cooling SolutionSupermicro’s BigTwin server with Intel’s 4th & 5th Gen Xeon Scalable CPUs is certified for immersion cooling under Intel’s and OCP (Open Compute Project) guidelines.
Immersion cooling uses dielectric fluid to reduce or eliminate the need for fans/air cooling, which improves performance density, lowers energy use, and enables higher rack densities.
Lower PUE (Power Usage Effectiveness) is a key benefit; they mention PUE close to 1.05 or even lower. That implies big savings on energy and cooling infrastructure.
So the certification gives Supermicro increased credibility in the parts of the market (data centers, AI / HPC) that care about energy efficiency, sustainability, high-density compute. It supports their positioning as a provider of solutions built for heavy workloads (AI, HPC, cloud) that have big cooling and power overheads.
Recent NVDA/ Intel News
NVIDIA has announced a $5 billion investment in Intel common stock at ~$23.28/share.
Part of that deal is a strategic collaboration: Intel designing & manufacturing custom CPUs for NVIDIA infrastructure; NVIDIA integrating some of its GPU (or GPU chiplet) technologies into PCs/custom chips with Intel.
Intel stock soared (20-30+% in some reports) on that news.
This changes the dynamic in the server/data center/AI compute ecosystem. What this means: Intel now has more resources, more credibility, more demand prospects, and increased momentum. NVIDIA is further solidifying its dominance in AI but also depending somewhat more on chip partners (or hardware collaboration).
What does that mean for SMCI?
Increased demand for Intel-backed high performance servers
With Intel gaining new shot in the arm via NVIDIA’s investment and collaborations, data centers will be looking for processors, servers, and infrastructure from Intel’s ecosystem. Supermicro, being a major partner/manufacturer of Intel Xeon servers (and now certified immersion-cooling ones), is well placed to capture part of that demand.
Premium / differentiation via immersion cooling
As energy costs rise, sustainability and power efficiency become more important, especially for large AI/HPC/data center operations. SMCI’s immersion-certified BigTwin servers give it a differentiator. Buyers concerned about power/cooling budgets may prefer these over air-cooled options. That can translate into higher margins or quicker sales in certain customer segments.
Synergies with the Intel-NVIDIA strategy
Since NVIDIA wants to push custom chips & collaboration, SMCI’s servers (if validated and optimized for such cooling and high density) could be used for NVIDIA’s infrastructure or by service providers buying NVIDIA + Intel gear. SMCI could be part of the stack in these new infrastructure builds.
Cost savings and operational advantage
The immersion cooling capability can reduce operational costs (power, cooling maintenance) for both SMCI (if they deploy/use it in their own facilities / design lead times) and for their customers, which strengthens SMCI’s value proposition. This can help in bids/tenders, TCO (total cost of ownership) comparisons, etc.
Possible tailwinds in stock price
Given that the market tends to reward companies that align with current mega-trends (AI, energy efficiency, sustainability), SMCI may see investor interest increase. If Intel/NVIDIA momentum raises expectations for hardware demand, SMCI could ride that wave. The certification story gives a concrete achievement to point to.
SMCI Short Seller Data Sept 18, 2025Total Shares Traded: 26.32m
Shorted: 3.92m (14.89%)
SMCI I feel something is up. Anyone seeing the volume dumping and the selling since Sept 10. 1.54 million sold shares is the difference between the total bought -- sold shares.
SMCI buckle "up"SMCI If we don't break above 45.82, we will likely retrace towards $44. More precisely, that TP zone at 43.43 could be where price might attempt to grab liquidity
SMCI Added more to my position here, we possibly have another move towards $44 so manage your risks.- My bias is that we are forming a wyckoff accumulation and that price will at least break above 48.80, but it possibly move towards that TP zone.
