The stories even followed a similar vein, "experts have been warning for years this could happen", etc, etc. "professor foobar confirmed that a bios implant could do this", "senior research blah built a pc speaker network to prove the theory", etc, etc.
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Replying to @taviso @cynicalsecurity and
BadBIOS was a single security researcher posting some dumps, which got repeated by clickbait lazy media with no confirmation. My point is: This Story Is Not That.
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Replying to @matthew_d_green @cynicalsecurity and
You only know that because the source wasn't anonymous. If the source was anonymous, the reporter would have asked you or me if it was possible, we would have said yes...
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Replying to @taviso @cynicalsecurity and
If the source had been multiple IC officials in two administrations AND senior sources inside the affected companies, I would not have ruled it out. What happened with BadBIOS is one random person made an unsubstantiated claim, then nobody and nothing corroborated it.
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Replying to @matthew_d_green @taviso and
Plus the source then released evidence that didn’t make any sense.
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Replying to @matthew_d_green @cynicalsecurity and
Yes, but if that hadn't happened, and instead it was quietly discussed behind closed doors, would look exactly like what we have here, no? Qualified, intelligent well-connected people who work in threat intelligence could spin a plausible delusion, no?
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Replying to @taviso @matthew_d_green and
Or it is a case of the journalists connecting their dots in the wrong way. E.g.: there were hardware backdoor(s) found on mainboards & discussed at that meeting, maybe technically different than described, and the timing of Apple and Amazon activities was a spurious correlation.
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Replying to @frank_rieger @taviso and
This isn’t some quick speculative Ars Technica piece. Getting this wrong after the denials potentially means Bloomberg’s ass on a platter. I think they asked their sources “are you sure about this”.
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Replying to @matthew_d_green @frank_rieger and
I think I agree about the ass platter, and I'm putting my money where my mouth is on this. I think SMCI have been wronged, and I've opened a modest long position. I guess we'll see how this plays out
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Replying to @taviso @matthew_d_green and
it’s so cute how you think markets are rational :p
1 reply 0 retweets 8 likes
Hah, we're in agreement the stock market doesn't care about disclosed vulnerabilities, but this seems different imo.
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Replying to @taviso @0xcharlie and
cui prodest scelus is fecit - (+5 XP points for latin:), maybe SEC should look for who had shorted SMCI before the article was released then.
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