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[littlejohn]

SMCI filed notice to review internal controls

closer after hindenburg launched

the short attack on them...

hindenburg was already likely betting on

some delay as the new auditor for the

10K should be more diligent...

SMCI 8-K gave no changes to stated

numbers presented for 2024 already...

Wouldn't you check your drawers if

someone behind you said that they

noticed a stain on your rear?...

So far it seems logical...

Wall street has had a day for more PUT

buyers after the hindenburg report broke

and are now positioned for weakness...

Now they are all cautioning on Hold until

the 10K is filed...

So they will win with price drop along

with hindenburg winning even more...

We know we watch a manipulated field...

play the put like circus leaders are saying

to do, while loading any cheap shares...

why would we buy now?...when all the

pros say HOLD?...

Charles of SMCI just seems fairly liked

across the bigger tech sector field...

Jenson of NVDA laughs and admits that

SMCI has helped them make more money...

Seems like the tech sector will ban together

against an attack on a company that is

integrated into the revenue cycle already...

sales should be okay, could get better...

Very tight margin for error from booking

orders for Ai and shipping them to allow

booking revenue is present right now...

SMCI CC detailed about $800 million of

revenue for 4th quarter was pushed into

current 1st quarter because of component

delays to allow shipping,,,Big Ai DLC Rack

System that SMCI is selling weighs almost

3,000 lbs. and has about 600,000 different

parts in each one, a shortage of certain

parts slows completion of the rack...

and they reduced margins because parts were

already expensed for those systems still in

inventory still only needing certain parts...

That type detailed admission doesn't sound

like a company trying to hedge ahead on

numbers in the books to me...

Call me a nut, I'll answer...

around minute 25 in video starts

detailing SMCI big Ai rack system...

None of the big tech companies want any

hitch in their revenue targets...

Which could move the sector down together...

Tech is smarter and more integrated than

Wall Street likes or gives them credit for...

Many bashers of SMCI are tagging NVDA

as next to be picked on...

Hello, U.S. Dollar, the Gov't doesn't want

NVDA to sell any T-bill holdings that they

hold if short attacks progress more...

hindenburg would have been hung in India

by their regulators after the short attack

there if they could have got hands on him...

or still be inside looking out...

that is who you are dealing with that caused

such a bad stir in tech land...

And it is a U.S. economy and job problem

until SMCI completes 10K filing...

Who you choose to root for is a totally

personal choice...

don't forget that PUT option...


So we watch...LJ