Source Post

Super Micro Computer (SMCI) This Needs to Be Said...

The creator discusses Super Micro Computer (SMCI) which experienced a significant sell-off due to allegations of employees smuggling Nvidia chips to China. He also touches on seasonal stock market trends related to March Madness and the importance of emotional control in investing.

Linked Mentions

Tickers discussed in this post

NRGBullishHigh ConvictionSignal-backedPrimary

NRG Energy is a buy due to strong growth, capacity expansion for AI, and attractive valuation despite recent gains.

AVGONeutralLow ConvictionResearch Only

Broadcom is mentioned as an example of a successful stock alongside SoFi and Symbotic.

SYMBullishHigh ConvictionSignal-backedSecondary

Symbotic is presented as another successful high-risk, high-return stock that has more than doubled since 2024.

SOFIBullishHigh ConvictionSignal-backedSecondary

SoFi is highlighted as a past successful high-risk, high-return stock that has more than doubled since 2022.

SMCIBearishHigh ConvictionSignal-backedPrimary

Super Micro Computer is a sell due to employee misconduct involving illegal chip exports to China.

Linked Signals

Tracked calls opened from this post

SMCI
sell opened Mar 22, 2026
-32.49%
SOFI
buy opened Mar 22, 2026
+4.97%
SYM
buy opened Mar 22, 2026
-2.06%
NRG
buy opened Mar 22, 2026
-8.43%