I don’t think SMCI is fully compliant. They aren’t an AI company and don’t claim to be one. The recent surge in revenues is questionable—perhaps some accounting tricks are at play? I don’t trust the stock.

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2024-09-10 02:02

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Itachi Uchiha
snorlax4488

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發文後	用戶	內容
一小時內	Casper broken_casper	Truth will always prosper
2 小時內	William Carswell william.carswell.31	Me either. I’ve yet to get an answer to the question of what the purpose of the related party transactions were other than to inflate revenue? If they were legit, why not disclose them?
17 小時內	bob mirocallebaut	They sell datacenters for AI. Selling shovels in a goldrush.