Patrick reports: a source “has evaluated one of the Supermicro boards and found “problems” with the boards. They found “extra unlabeled components on sensitive busses” — that's the wording I've been permitted to use.”https://twitter.com/riskybusiness/status/1048054466069454848 …
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I just opened a modest
$SMCI long position because I don't believe the story, going to email investor relations and ask if they're investigating legal action
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That's accurate. Though--and this is asking a lot--I haven't seen multiple senior US gov officials/FBI disputing it on the record. Largely saying they haven't seen it, which casts plenty doubt, but isn't proof against.
Thanks. Twitter will use this to make your timeline better. UndoUndo
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