u/Dixon232

1 thesis · first seen Jul 22, 2026
WindowThesesResolvedWinsWin rateAvg returnMedian return
1d111100%+2.1%+2.1%
3d000
1w000
1m000
3m000
6m000
1y000

Past performance does not predict future results. Informational only, not investment advice.

Thesis history

$SMCIYOLObullish
u/Dixon232 · 4d agono track record yet
Long 4200 shares of SMCI

SMCI 100k in

Super Micro Computer has doubled margins to 15%, secured 3 years of 2025 revenue in a single quarter ($60B backlog), and trades at a forward PE of 12. With 18% of float shorted, the author expects a short squeeze and upside to $124 on the back of strong data center demand and improving fundamentals.

At post $30.56Now $30.10-1.5% since postedas of Jul 24, 4:59 PM ET
1d+2.1%
3d
1w
1m
3m
6m
1y
original post →

End of results.