Scenarios that move SMCI

Super Micro Computer, Inc. - Common Stock

Scenarios that move SMCI: 67 analyses, 34 positive, 33 negative.

  1. · ◇ What if… Anthropic reaches a $2 trillion valuation by December 31 — ▲ · impact +40 · confidence low · horizon quarters
  2. · TSMC says AI chip demand far exceeds available supply — ▼ · impact -86 · confidence low · horizon immediate
  3. · Nvidia loses $200 billion in value after OpenAI revenue miss — ▼ · impact -72 · confidence high · horizon immediate
  4. · Hewlett Packard Enterprise stock plunges 20% this week — ▼ · impact -75 · confidence high · horizon weeks
  5. · ASML cannot keep up with 2027 and 2028 demand — ▼ · impact -34 · confidence low · horizon quarters
  6. · Oracle's Cloud backlog reaches $664 billion — ▲ · impact +45 · confidence low · horizon weeks
  7. · CoreWeave debt insurance costs hit record amid AI funding concerns — ▼ · impact -65 · confidence medium · horizon weeks
  8. · SK Hynix conditions new US factory on China export access — ▼ · impact -58 · confidence low · horizon quarters
  9. · Microsoft unveils new AI chip challenging Nvidia — ▼ · impact -51 · confidence medium · horizon weeks
  10. · BBAI secures over $225 million in federal contracts — ▲ · impact +12 · confidence low · horizon quarters
  11. · Hot US inflation weighs on markets as CoreWeave plunges 15% — ▼ · impact -70 · confidence medium · horizon immediate
  12. · Marvell sets new $18 billion revenue target, reshaping outlook — ▲ · impact +54 · confidence low · horizon weeks
  13. · Amazon's AWS backlog hits $496 billion as cloud margins surge to 39% — ▲ · impact +46 · confidence low · horizon quarters
  14. · US chip stocks extend slide as China memory report rattles AI spending — ▲ · impact +42 · confidence low · horizon quarters
  15. · Micron raises buyback authorization to $35 billion — ▼ · impact -45 · confidence low · horizon quarters
  16. · Broadcom backs Anthropic and OpenAI with $92 billion — ▼ · impact -40 · confidence low · horizon quarters
  17. · IonQ stock falls 10% in trading today — ▲ · impact +40 · confidence low · horizon quarters
  18. · Samsung forecasts record Q3 profit of $80 billion on AI boom — ▼ · impact -75 · confidence medium · horizon immediate
  19. · US software stocks reach 2026 highs as AI fears fade — ▼ · impact -64 · confidence low · horizon immediate
  20. · Constellation Energy shares rise 12.3% in trading — ▲ · impact +35 · confidence low · horizon weeks
  21. · Alphabet's Cloud backlog tops $500 billion — ▲ · impact +40 · confidence low · horizon quarters
  22. · Foxconn third-quarter revenue beats forecasts on AI demand — ▲ · impact +71 · confidence medium · horizon weeks
  23. · Applied Digital secures up to 1 GW of Finnish power capacity — ▲ · impact +35 · confidence low · horizon quarters
  24. · Nebius has $40 billion in customer commitments, mostly from two — ▲ · impact +70 · confidence low · horizon immediate
  25. · AMD reaches a $1 trillion market cap, challenging Nvidia — ▲ · impact +55 · confidence high · horizon weeks
  26. · Western Digital stock crashes as investors seek explanation — ▲ · impact +15 · confidence low · horizon quarters
  27. · ChronoScale announces contracts and sells Ekso Bionics unit — ▲ · impact +42 · confidence low · horizon quarters
  28. · Amazon signs $1 billion Synopsys deal for AWS chips — ▼ · impact -20 · confidence low · horizon quarters
  29. · ◇ What if… Anthropic leads AI models at the end of October 2026 — ▲ · impact +50 · confidence low · horizon quarters
  30. · Micron beats Q4 earnings and revenue estimates — ▼ · impact -60 · confidence medium · horizon weeks
  31. · Anthropic plans $518 billion cloud spending, including Amazon commitments — ▼ · impact -34 · confidence low · horizon quarters
  32. · Jabil beats Q4 earnings estimates on AI infrastructure strength — ▲ · impact +69 · confidence medium · horizon immediate
  33. · Michael Burry buys puts on Nvidia, Micron and Palantir — ▼ · impact -50 · confidence low · horizon weeks
  34. · Bitdeer expands AI cloud services with 70% Malaysia capacity committed — ▲ · impact +58 · confidence medium · horizon immediate
  35. · AMD agrees to buy World Labs for $8.2 billion — ▲ · impact +45 · confidence medium · horizon weeks
  36. · Oracle AI cloud contracts surge, improving revenue visibility — ▲ · impact +55 · confidence low · horizon quarters
  37. · Nvidia unveils historic buyback as stock gains 1.7% — ▲ · impact +38 · confidence low · horizon weeks
  38. · Camtek sees over $600 million in orders through 2027 — ▼ · impact -40 · confidence low · horizon quarters
  39. · Innventure stock plunges 55% after data center deal cancellation — ▲ · impact +22 · confidence low · horizon quarters
  40. · Nvidia demand outpaces its 70% growth forecast — ▲ · impact +80 · confidence medium · horizon immediate
  41. · Alibaba deepens AI push with new chip and larger model — ▼ · impact -15 · confidence low · horizon quarters
  42. · EQT plans $50 billion India investment including Adani Connex — ▲ · impact +34 · confidence low · horizon quarters
  43. · Nebius Group stock skyrockets on Nvidia backing — ▲ · impact +48 · confidence high · horizon quarters
  44. · Broadcom guides AI revenue to reach $230 billion by 2028 — ▼ · impact -34 · confidence low · horizon quarters
  45. · TXN data center sales double as growth continues into 2026 — ▲ · impact +50 · confidence low · horizon quarters
  46. · Algorhythm announces CEO transition tied to transformational acquisition — ▲ · impact +20 · confidence low · horizon quarters
  47. · SoftBank shares tumble after AI safety warnings — ▼ · impact -59 · confidence medium · horizon immediate
  48. · Tech stocks slide as dire AI warnings send Micron down 5% — ▼ · impact -75 · confidence high · horizon weeks
  49. · Dell books AI server orders exceeding its total revenue — ▼ · impact -75 · confidence medium · horizon weeks
  50. · Salesforce spends record $27.1 billion on quarterly buybacks — ▼ · impact -25 · confidence low · horizon quarters
  51. · ◇ What if… OpenAI does not go public by December 31, 2026 — ▼ · impact -40 · confidence low · horizon quarters
  52. · Alphabet reports 82% Google Cloud revenue growth and $514 billion backlog — ▲ · impact +61 · confidence low · horizon quarters
  53. · Qualcomm lands a major AI deal with Amazon — ▼ · impact -18 · confidence low · horizon quarters
  54. · Amazon plans more than $200 billion in AI spending — ▲ · impact +64 · confidence medium · horizon weeks
  55. · CoreWeave shares soar 12% in today's trading session — ▲ · impact +59 · confidence medium · horizon immediate
  56. · Flex acquires EPC Power for $4.4 billion — ▲ · impact +18 · confidence low · horizon quarters
  57. · ◇ What if… Anthropic shares fall 70% one month after IPO — ▼ · impact -52 · confidence low · horizon weeks
  58. · ◇ What if… OpenAI leads AI models at end of September 2026 — ▲ · impact +35 · confidence low · horizon quarters
  59. · Hon Hai sales climb 52% as AI server demand grows — ▼ · impact -47 · confidence medium · horizon weeks
  60. · ◇ What if… AI data center demand grows 25% as power connections lag — ▼ · impact -60 · confidence medium · horizon weeks
  61. · ◇ What if… Anthropic has the highest IPO market cap in 2026 — ▲ · impact +39 · confidence low · horizon weeks
  62. · ◇ What if… Nvidia Accounting Scandal Wipes Out 80 Percent Of Reported Earnings — ▼ · confidence high
  63. · ◇ What if… NVDA Announces Financial Misconduct, Restates Earnings Lower By 80% — ▼ · confidence low
  64. · ◇ What if… Google Freezes Capex Spending — ▼ · confidence low
  65. · Meta Announces Capex Freeze — ▼ · confidence medium
  66. · US Government Announces 25 Percent Tariff On All Imported Semiconductors — ▼ · confidence low
  67. · Nvidia Beats Earnings Expectations And Raises Guidance For AI Datacenter Demand — ▲ · confidence medium

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