Super Micro Computer, Micron Technology And More: 5 Stocks Investors Couldn't Stop Buzzing About This Week

Retail investors talked up five hot stocks this week (March 9 to March 13) on X and Reddit's r/WallStreetBets, driven by retail hype, earnings, AI buzz, and corporate news flow.

Super Micro Computer Inc. (NASDAQ:SMCI), Micron Technology Inc. (NASDAQ:MU), Ulta Beauty Inc. (NASDAQ:ULTA), CF Industries Holdings Inc. (NYSE:CF), Nvidia Corp. (NASDAQ:NVDA), spanning software, semiconductors, online retail, agriculture and fertilizers, and AI reflected diverse investor interests.

Super Micro Computer

• The U.S. federal government charged three individuals tied to Super Micro Computer—including co-founder and board member Yih-Shyan “Wally” Liaw—for allegedly conspiring to smuggle billions of dollars worth, around $2.5 billion, of restricted Nvidia Corp. (NASDAQ:NVDA) AI servers and high-performance GPUs to China in violation of U.S. export controls. The scheme reportedly involved shell companies in Southeast Asia, falsified documents, fake “dummy” servers to evade audits, and even using hair dryers to swap serial numbers, with shipments peaking at about $510 million in just weeks during 2025.

• Some retail investors were questioning multiple fallacies at SMCI, with its issues in earnings reporting in 2024 and 2025 to the current issue of chip smuggling.

• The stock had a 52-week range of $27.60 to $62.36, trading around $23 to $30 per share, as of the publication of this article. It fell 23.22% over the year and fell 32.79% over the last six months.

• SMCI had a weaker price trend in the short, medium, and long term, with a solid value ranking, as per Benzinga's Edge Stock Rankings.

Micron Technology

• MU reported fiscal second-quarter 2026 earnings this week, driven by explosive AI-driven demand for memory chips, with revenue surging to $23.9 billion, adjusted EPS at $12.20, and record highs across DRAM, NAND, HBM, and business units. Guidance for the third quarter was exceptionally strong at ~$33.5 billion in revenue with ~81% gross margins and EPS around $19.15, signaling continued tight supply, pricing power, and AI tailwinds extending into 2027. However, the company announced a major capex increase of $5 billion for fiscal year 2026, which totaled more than $25 billion, plus further ramps in 2027 for manufacturing expansions.

• Some retail investors were mocking others by calling them “chuds” or unintelligent, as MU calls were mentioned with Friday’s triple witching session multiple times on Reddit.

• The stock had a 52-week range of $61.54 to $471.34, trading around $439 to $445 per share, as of the publication of this article. It advanced by 335.30% over the year and 173.01% in the last six months.

• MU had a strong price trend in the medium, long, and short terms, with a good growth ranking as per Benzinga's Edge Stock Rankings.

Ulta Beauty

• ULTA was in focus around the sharp fallout from the company’s fiscal fourth-quarter 2025 earnings and fiscal 2026 guidance. Concerns mounted over contracting operating margins, higher costs, advertising pressures, and cautious consumer spending, including mentions of “global conflicts” and a shift to value-seeking in beauty. Fiscal 2026 guidance projected comparable sales growth of just 2.5–3.5%, down from 5.4% prior, and net sales up 6–7%, with EPS $28.05–$28.55, leading to analyst views of the pullback as overdone or a buying opportunity under the new strategy.

• Some retail investors were making fun of their own stock purchase, linking it to the Iran-U.S. war.

• The stock had a 52-week range of $323.37 to $714.97, trading around $532 to $536 per share, as of the publication of this article. It advanced 55.39% over the year and 2.42% in the last six months.

• Benzinga's Edge Stock Rankings showed that ULTA had a weak price trend in the short and medium terms but a strong trend in the long term, with a moderate value ranking.

CF Industries Holdings

• CF news focused on a significant litigation settlement announced, where it received $169.5 million in cash from Orica to resolve ongoing ammonium nitrate supply contract disputes dating back to 2023, with no admission of liability and the termination of related agreements—this provided a positive cash boost amid broader fertilizer market volatility. The stock was also affected by President Donald Trump‘s waiver of the Jones Act, which cleared pathways to supply chain bottlenecks for importing fertilizers. The ongoing geopolitical-driven nitrogen price spikes from Middle East/Iran conflict disruptions pushed CF to record highs, which was tempered by analyst caution.

• Some retail investors were bullish on CF as compared to its peer, Mosaic Co. (NYSE:MOS).

• The stock had a 52-week range of $67.34 to $137.44, trading around $123 to $126 per share, as of the publication of this article. It was down 62.29% over the year and 47.56% over the last six months.

• CF maintains a stronger price trend over the short, medium, and long terms, with a solid quality score as per Benzinga's Edge Stock Rankings.

Nvidia

• NVDA centered on the company’s flagship GTC 2026 conference, headlined by CEO Jensen Huang‘s nearly three-hour keynote on March 16, unveiling major advancements in AI. Huang heralded an “inference inflection” point, emphasizing the shift to real-time AI execution driving massive demand, and boldly forecasted at least $1 trillion in cumulative revenue opportunity for NVIDIA’s Blackwell and Rubin AI chips/accelerators through 2027, backed by surging orders, CUDA ecosystem dominance, and partnerships. Key reveals included next-gen architectures like Vera Rubin, Blackwell Ultra ramps, Groq-integrated inference tech, agentic/physical AI pushes, open models like Nemotron 3 Super, and future roadmaps to Feynman GPUs.

• Some investors were questioning why NVDA wasn’t above $200 apiece after the GTC announcements.

• The stock had a 52-week range of $86.62 to $212.19, trading around $177 to $180 per share, as of the publication of this article. It advanced by 51.94% over the year and 1.07% over the last six months.

• According to Benzinga's Edge Stock Rankings, NVDA was maintaining a weak price trend over the short and medium terms but a strong trend in the long term, with a moderate value ranking.

Retail focus blended meme-driven narrative with earnings outlook and corporate news flow, as the S&P 500, Dow Jones, and Nasdaq witnessed negative market action during the week.

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