Whoa. Down 50%. Will it bounce? I think it might.pic.twitter.com/xGNpiGlrvn
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Yah, there is something off here, but have no idea what. Just so much doesn’t make sense.
Supermicro stock too risky even before this situation - was delisted from Nasdaq 6 weeks ago! Now only trades on OTC. https://www.nasdaq.com/article/supermicro-stock-trading-suspended-on-nasdaq-intends-to-appeal-20180823-00108 …
I guess it depends on how many nation states ban their product supplies.
That will only cause the stock to continue to drop. If none do, or threaten to, in the next 30 days… I’m saying it’ll likely gain back a significant amount.
I’m on the fence. It’s likely that everyone is just getting popped by IPMI web servers with admin:admin and they’re blaming random components on the mobo
“Dang, another rooted server. Are you sure you changed the default IPMI credentials on these?” <sweating profusely> “uh..y..es... look! A Chinese PLA backdoor disguised as a transistor!”
Google: "We're going to do all this work developing a super secure Titan chip to secure our servers from these kinds of attacks and will sell to the public" Also Google: "Lol, our Titan security keys don't actually use our Titan chips and white labeled some vendor or something"
I think I will put some.
For a quick scalp, sure. Warning: the company is on pink sheets for a reason. It hasn't filed financial reports for a while and investors are basically blind trading it.
I'm no expert but IMO putting a component there, adding extra traces sound a lot more prone to suspicion than altering/putting near the Ethernet chip. Also, it does not seem to be it was unsoldered. And I miss details like x-ray, uncapped or even a close up photo. And list of
affected boards, close up from chip on board. But I guess if it is really fhat common to find it a lot of photos and info will surface in the next days, even hours. And I don't know why they are not talking about Intel ME/AMT.
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