$SMCI DIAGONAL 260821/260807 C-To The Moon - Tiger Brokers Online Investing Community - To The Moon

$SMCI DIAGONAL 260821/260807 CALL 40.0/CALL 36.0$ Rolled to take advantage of the increase in prices

SMCI Diagonal

07-22 23:58

US40.0/36.0

Side	Price \| Filled	Realized P&L
Credit Close	-0.30 1	-- Closed

SMCI DIAGONAL 260821/260807 CALL 40.0/CALL 36.0

Super Micro Guidance Surges, AI Chain Rebounds After Hours — Can Memory Stocks Follow?

SMCI raised Q1 FY2027 guidance after hours: revenue $18.5–$19.5B (prior $14.5–$15.5B), gross margin 12.0%–12.5% (prior 10.4%–10.8%). Combined with SpaceX's AI beat, Micron, Nvidia, SK Hynix, Intel, and SanDisk each gained over 1% after hours. Tuesday close: Micron -0.98% to $896.07, SanDisk -0.42% to $1,365.38, SK Hynix -2.16% to $139.79. Bulls say the revision signals AI server orders are still accelerating; Bears say CXMT competition keeps pressure on memory and question whether any bounce holds ahead of Micron's results. Does SMCI's beat-and-raise put a floor under the memory selloff?

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