SMCI Never worst and less liquid. Smci live topic continues - the allegations rebuttal -
Hindenburg sounds more insidious that a drunk husband, quarreling with his drunk wife of 50 years.
Here is the rebuttal. The allegations have no legs and made Smci the gift of the century
Super Micro Computer, Inc. (SMCI):
Export Controls
• Even U.S. defense companies can inadvertently have products end up in restricted countries. SMCI must comply with U.S. export control regulations, but the Hindenburg report lacks specific evidence of violations.
Accounting Manipulation
• Past SEC charges found SMCI understated expenses, but the current report lacks detailed evidence of new manipulation.
Undisclosed Relationships with Suppliers
• SMCI has relationships with related parties (e.g., CEO’s brothers’ companies), which could raise governance concerns but are not necessarily illegal. Disclosing these details could be sensitive due to industry competition.
Business Model and Competitor Dynamics
• As an assembler, SMCI relies on confidential relationships with suppliers. Competitors like Dell and HP would benefit from any disclosed information, making secrecy crucial.
Market and Competitive Context
• SMCI’s growth depends on innovation and meeting demand for AI and cloud solutions. Historical issues and current practices raise red flags, but the context of complex supply chains and competitive dynamics is important to consider.
These points highlight the complexities and potential motivations behind the allegations against SMCI, while also considering the broader industry context.
THERE IS NOTHING HERE, THAT MAKES ANY OF IT ILLEGAL.
Then there is the issue of liquidity. Id delisted from the nasdaq the sahres become less liquid, but never less liquid that today and yesterday. Thus, as long as the sales keep on happening I DON'T CARE like that song I DON'T CARE, I love it, I don't Care. This is a lotto ticket gentlemen, with great odds. You risk what you will. I love it, and I don't care.... we will next week what kind of pop we get, I contend it should be huge, liquidity or not I Don't Care.
Will ad more, but I am expecting a beat of at least 7% with respect to last quater and a net revenue of 9%
The rest the fact that DELL and HP are likely pressing duttons to call E&Y to tell them how dare you we will not use you if you enable SMCI (this is the movie I am playing in my haad, I never herd that conversations, or did ? I must be trippin._
