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SMCI Earnings Preview and Options Strategy for August 2025

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Super Micro Computer, Inc. - Supermicro Announces Third Quarter Fiscal Year 2025 Financial Results

https://ir.supermicro.com/news/news-details/2025/Supermicro-Announces-Third-Quarter-Fiscal-Year-2025-Financial-Results/default.aspx

Weird: Why Are SMCI Margins So Low?

https://www.scoopernews.com/2025/05/15/weird-why-are-smci-margins-so-low/63817289

Super Micro Computer, Inc. - Supermicro Announces Third Quarter Fiscal Year 2025 Financial Results

https://ir.supermicro.com/news/news-details/2025/Supermicro-Announces-Third-Quarter-Fiscal-Year-2025-Financial-Results/default.aspx

Weird: Why Are SMCI Margins So Low?

https://www.scoopernews.com/2025/05/15/weird-why-are-smci-margins-so-low/63817289

Super Micro Computer, Inc. - Supermicro Announces Third Quarter Fiscal Year 2025 Financial Results

https://ir.supermicro.com/news/news-details/2025/Supermicro-Announces-Third-Quarter-Fiscal-Year-2025-Financial-Results/default.aspx

Super Micro Rides The AI Server Wave, But Margins Pinched - Finimize

https://finimize.com/content/smci-asset-snapshot

Super Micro forecasts fourth-quarter revenue below estimates; shares fall | Reuters

https://www.reuters.com/business/super-micro-cuts-annual-revenue-forecast-2025-05-06/

Super Micro forecasts fourth-quarter revenue below estimates; shares fall | Reuters

https://www.reuters.com/business/super-micro-cuts-annual-revenue-forecast-2025-05-06/

Super Micro Rides The AI Server Wave, But Margins Pinched - Finimize

https://finimize.com/content/smci-asset-snapshot

Super Micro Rides The AI Server Wave, But Margins Pinched - Finimize

https://finimize.com/content/smci-asset-snapshot

Super Micro Computer, Inc. - Supermicro Announces Third Quarter Fiscal Year 2025 Financial Results

https://ir.supermicro.com/news/news-details/2025/Supermicro-Announces-Third-Quarter-Fiscal-Year-2025-Financial-Results/default.aspx

Super Micro Rides The AI Server Wave, But Margins Pinched - Finimize

https://finimize.com/content/smci-asset-snapshot

Super Micro Computer, Inc. - Supermicro Announces Third Quarter Fiscal Year 2025 Financial Results

https://ir.supermicro.com/news/news-details/2025/Supermicro-Announces-Third-Quarter-Fiscal-Year-2025-Financial-Results/default.aspx

Super Micro Rides The AI Server Wave, But Margins Pinched - Finimize

https://finimize.com/content/smci-asset-snapshot

Nvidia's resumption of AI chips to China is part of rare earths talks, says US | Reuters

https://www.reuters.com/technology/nvidia-resume-h20-gpu-sales-china-2025-07-15/

Nvidia's resumption of AI chips to China is part of rare earths talks, says US | Reuters

https://www.reuters.com/technology/nvidia-resume-h20-gpu-sales-china-2025-07-15/

Nvidia's resumption of AI chips to China is part of rare earths talks, says US | Reuters

https://www.reuters.com/technology/nvidia-resume-h20-gpu-sales-china-2025-07-15/

Nvidia Stock Jumps After U.S. Allows Some AI Chip Sales to China

https://wallstreetpit.com/128057-nvidia-stock-jumps-after-u-s-allows-some-ai-chip-sales-to-china/

Nvidia's resumption of AI chips to China is part of rare earths talks, says US | Reuters

https://www.reuters.com/technology/nvidia-resume-h20-gpu-sales-china-2025-07-15/

Nvidia's resumption of AI chips to China is part of rare earths talks, says US | Reuters

https://www.reuters.com/technology/nvidia-resume-h20-gpu-sales-china-2025-07-15/

Supermicro Announces Strategic Partnership with DataVolt

https://ir.supermicro.com/news/news-details/2025/Supermicro-Announces-Strategic-Partnership-with-DataVolt/default.aspx

Weird: Why Are SMCI Margins So Low?

https://www.scoopernews.com/2025/05/15/weird-why-are-smci-margins-so-low/63817289

Super Micro Rides The AI Server Wave, But Margins Pinched - Finimize

https://finimize.com/content/smci-asset-snapshot

Super Micro Rides The AI Server Wave, But Margins Pinched - Finimize

https://finimize.com/content/smci-asset-snapshot

Super Micro Rides The AI Server Wave, But Margins Pinched - Finimize

https://finimize.com/content/smci-asset-snapshot

Super Micro Rides The AI Server Wave, But Margins Pinched - Finimize

https://finimize.com/content/smci-asset-snapshot

Super Micro Computer, Inc. - Supermicro Announces Third Quarter Fiscal Year 2025 Financial Results

https://ir.supermicro.com/news/news-details/2025/Supermicro-Announces-Third-Quarter-Fiscal-Year-2025-Financial-Results/default.aspx

Hewlett Packard beats Q2 results estimates on AI demand; records $1.36 billion charge | Reuters

https://www.reuters.com/business/hewlett-packard-enterprise-beats-quarterly-revenue-estimates-2025-06-03/

Hewlett Packard beats Q2 results estimates on AI demand; records $1.36 billion charge | Reuters

https://www.reuters.com/business/hewlett-packard-enterprise-beats-quarterly-revenue-estimates-2025-06-03/

Dell raises annual profit forecast on strong AI server demand | Reuters

https://www.reuters.com/business/dell-raises-full-year-profit-forecast-strong-ai-server-demand-shares-rise-2025-05-29/

Dell raises annual profit forecast on strong AI server demand | Reuters

https://www.reuters.com/business/dell-raises-full-year-profit-forecast-strong-ai-server-demand-shares-rise-2025-05-29/

Dell raises annual profit forecast on strong AI server demand | Reuters

https://www.reuters.com/business/dell-raises-full-year-profit-forecast-strong-ai-server-demand-shares-rise-2025-05-29/

Dell raises annual profit forecast on strong AI server demand | Reuters

https://www.reuters.com/business/dell-raises-full-year-profit-forecast-strong-ai-server-demand-shares-rise-2025-05-29/

Hewlett Packard beats Q2 results estimates on AI demand; records $1.36 billion charge | Reuters

https://www.reuters.com/business/hewlett-packard-enterprise-beats-quarterly-revenue-estimates-2025-06-03/

Hewlett Packard beats Q2 results estimates on AI demand; records $1.36 billion charge | Reuters

https://www.reuters.com/business/hewlett-packard-enterprise-beats-quarterly-revenue-estimates-2025-06-03/

Hewlett Packard beats Q2 results estimates on AI demand; records $1.36 billion charge | Reuters

https://www.reuters.com/business/hewlett-packard-enterprise-beats-quarterly-revenue-estimates-2025-06-03/

HPE Q2 FY 2025 Revenue Tops Estimates on Server and Cloud Gains

https://futurumgroup.com/insights/hpe-q2-fy-2025-revenue-tops-estimates-on-server-and-cloud-gains/

HPE HPE Q2 2025 Earnings Call Transcript | The Motley Fool

https://www.fool.com/earnings/call-transcripts/2025/06/03/hpe-hpe-q2-2025-earnings-call-transcript/

Hewlett Packard beats Q2 results estimates on AI demand; records $1.36 billion charge | Reuters

https://www.reuters.com/business/hewlett-packard-enterprise-beats-quarterly-revenue-estimates-2025-06-03/

Hewlett Packard beats Q2 results estimates on AI demand; records $1.36 billion charge | Reuters

https://www.reuters.com/business/hewlett-packard-enterprise-beats-quarterly-revenue-estimates-2025-06-03/

Hewlett Packard beats Q2 results estimates on AI demand; records $1.36 billion charge | Reuters

https://www.reuters.com/business/hewlett-packard-enterprise-beats-quarterly-revenue-estimates-2025-06-03/

Weird: Why Are SMCI Margins So Low?

https://www.scoopernews.com/2025/05/15/weird-why-are-smci-margins-so-low/63817289

Vertiv Stock Has Room to Run as Liquid Cooling Demand Heats Up

https://www.investing.com/analysis/vertiv-stock-has-room-to-run-as-liquid-cooling-demand-heats-up-200663710

The AI-Driven Surge in Vertiv's Stock: A Strategic Play for Long-Term ...

https://www.ainvest.com/news/ai-driven-surge-vertiv-stock-strategic-play-long-term-growth-2507/

The AI-Driven Surge in Vertiv Holdings (VRTX): A Strategic Buy for ...

https://www.ainvest.com/news/ai-driven-surge-vertiv-holdings-vrtx-strategic-buy-phase-data-center-growth-2507/

Super Micro forecasts fourth-quarter revenue below estimates; shares fall | Reuters

https://www.reuters.com/business/super-micro-cuts-annual-revenue-forecast-2025-05-06/

Super Micro Rides The AI Server Wave, But Margins Pinched - Finimize

https://finimize.com/content/smci-asset-snapshot

Super Micro Rides The AI Server Wave, But Margins Pinched - Finimize

https://finimize.com/content/smci-asset-snapshot

Super Micro Computer (SMCI) Earnings Date and Reports 2025

https://www.marketbeat.com/stocks/NASDAQ/SMCI/earnings/

Super Micro Computer, Inc. - Supermicro Announces Third Quarter Fiscal Year 2025 Financial Results

https://ir.supermicro.com/news/news-details/2025/Supermicro-Announces-Third-Quarter-Fiscal-Year-2025-Financial-Results/default.aspx

What You Need To Know Ahead of Super Micro Computer's ...

https://finance.yahoo.com/news/know-ahead-super-micro-computers-131046849.html

Super Micro Computer, Inc. - Supermicro Announces Third Quarter Fiscal Year 2025 Financial Results

https://ir.supermicro.com/news/news-details/2025/Supermicro-Announces-Third-Quarter-Fiscal-Year-2025-Financial-Results/default.aspx

Super Micro Rides The AI Server Wave, But Margins Pinched - Finimize

https://finimize.com/content/smci-asset-snapshot

Super Micro Rides The AI Server Wave, But Margins Pinched - Finimize

https://finimize.com/content/smci-asset-snapshot

Super Micro Rides The AI Server Wave, But Margins Pinched - Finimize

https://finimize.com/content/smci-asset-snapshot

Super Micro Rides The AI Server Wave, But Margins Pinched - Finimize

https://finimize.com/content/smci-asset-snapshot

Super Micro Rides The AI Server Wave, But Margins Pinched - Finimize

https://finimize.com/content/smci-asset-snapshot

Super Micro Rides The AI Server Wave, But Margins Pinched - Finimize

https://finimize.com/content/smci-asset-snapshot

Super Micro Rides The AI Server Wave, But Margins Pinched - Finimize

https://finimize.com/content/smci-asset-snapshot

Super Micro Rides The AI Server Wave, But Margins Pinched - Finimize

https://finimize.com/content/smci-asset-snapshot

Super Micro options imply 9.5% move in share price post-earnings

https://www.tipranks.com/news/the-fly/super-micro-options-imply-9-5-move-in-share-price-post-earnings-2

Super Micro Rides The AI Server Wave, But Margins Pinched - Finimize

https://finimize.com/content/smci-asset-snapshot

Super Micro Rides The AI Server Wave, But Margins Pinched - Finimize

https://finimize.com/content/smci-asset-snapshot

Dell raises annual profit forecast on strong AI server demand | Reuters

https://www.reuters.com/business/dell-raises-full-year-profit-forecast-strong-ai-server-demand-shares-rise-2025-05-29/

Dell raises annual profit forecast on strong AI server demand | Reuters

https://www.reuters.com/business/dell-raises-full-year-profit-forecast-strong-ai-server-demand-shares-rise-2025-05-29/

Super Micro Rides The AI Server Wave, But Margins Pinched - Finimize

https://finimize.com/content/smci-asset-snapshot

Super Micro Rides The AI Server Wave, But Margins Pinched - Finimize

https://finimize.com/content/smci-asset-snapshot

News Details - Investor Relations - Supermicro

https://ir.supermicro.com/news/news-details/2025/Supermicro-Schedules-Conference-Call-and-Webcast-for-Fourth-Quarter-and-Fiscal-Year-2025-Financial-Results-on-August-5-2025/default.aspx

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