"Last-minute kill" triggers options market frenzy, bullish camp welcomes feast of gains.

It was understood that the last-minute submission of the financial report by the leader in the AI server field, Super Micro Computer, Inc. (SMCI.US), to the SEC generated fervent bullish sentiment among a large group of short-term high-frequency traders. This was akin to scoring a last-minute equalizer in extra time to cover the point difference and making a buzzer-beater shot in the final second. Super Micro Computer, Inc. submitted its financial report in compliance with Nasdaq regulations before February 25, 2025, resolving concerns that had arisen due to the delayed submission of financial reports. This move increased investors' trust in the company's governance and transparency, and is expected to push the company's stock price on a significant upward trajectory. It was reported that on Tuesday after the US stock market closed on the deadline day, Super Micro Computer, Inc. submitted the long-overdue audited annual performance reports for the 2024 and the first two quarters of the 2025 fiscal years. Missing the deadline could lead to significant risks of delisting from the Nasdaq market. Those betting on Super Micro Computer, Inc.'s ability to submit the audited performance reports at the last minute are likely to reap huge investment returns in the short term. They had already placed bullish bets through call options on Super Micro Computer, Inc. eventually submitting performance reports that meet Nasdaq standards. This filing triggered a massive buying spree. The stock surged over 20% in pre-market trading, with the largest increase reaching 27%, and the stock price briefly broke through the key level of around $56, surpassing the expectations of option buyers. As of writing, Super Micro Computer, Inc. stock price rose by 21.15% to $55.170 in pre-market trading. According to SMCI option data: - There are 16,332 open contracts of call options with a strike price of $50 and an expiration date of February 28. - There are 14,716 open contracts of call options with a strike price of $55. It is worth noting that if Super Micro Computer, Inc.'s stock price surpasses $60 this week, another 31,237 contracts will be in-the-money, the largest open position in the expiring option on February 28. All these call options based on the bullish trend seem to be good investment choices. On the other side of the options market, those betting on Super Micro Computer, Inc. failing to submit the performance reports may face consequences. The open contracts of put options with a strike price of $50 and an expiration date of February 28 converted out-of-the-money, while the put contracts with a strike price of $45 and an open quantity of 14,390 saw a steep decline in regular trading hours on Tuesday, indicating a potential partial profit realization as they fell further out-of-the-money range. From a fundamental perspective, the upward momentum of Super Micro Computer, Inc.'s stock price may not have stopped. For investors who adhere to fundamental analysis, the significant rebound in the stock price of Super Micro Computer, Inc. seems far from over. With the emergence of the DeepSeek-R1 large model with the core labels of "low cost" and "high performance", AI large models have officially entered the low-cost deployment path for reasoning, AI applications are expected to accelerate penetration into various industries, and the demand for AI computing power in the reasoning side is expected to experience exponential expansion. Thus, under the unprecedented wave of global enterprises deploying AI, Super Micro Computer, Inc.'s stock price may enter a long-term bullish trajectory. Super Micro Computer, Inc. previously revealed preliminary financial information for the second quarter of the 2025 fiscal year ending in December 2024, with mixed results. However, the focus of the market is on the performance outlook, with Super Micro Computer, Inc. expecting revenue to reach $40 billion in the 2026 fiscal year, well above market expectations of $29 billion, and expecting annual growth rates to exceed 60% in the coming years. In its latest research report, Wall Street financial giant Morgan Stanley reaffirmed its strong bullish expectations for the two core stock targets of AI chips - AI GPU and AI ASIC. It emphasized that large technology companies such as Amazon.com, Inc., Alphabet Inc. Class C, and Microsoft Corporation persist in significantly expanding their AI capital spending based on the anticipated surge in AI computing power demand in future applications, especially the surge in AI inference computing power in the cloud, indicating that the demand for AI servers equipped with NVIDIA Corporation AI GPUs and self-developed AI ASICs by cloud computing giants is expected to significantly increase. Although DeepSeek has completely triggered an "efficiency revolution" in AI training and inference, driving future AI large model development towards the core focuses of "low cost" and "high performance" instead of training artificial intelligence large models with a "money-burning" approach, the colossal demand for AI inference computing power as AI applications penetrate various industries worldwide suggests that the future demand for AI chips will be vast and will significantly boost the demand for high-performance AI servers. On the other hand, Wall Street major bank Goldman Sachs Group, Inc. stated that Super Micro Computer, Inc. will be one of the winners in the field of artificial intelligence (AI) infrastructure, and is in a very favorable position over the next few years to meet the needs of AI cloud service providers.