Apr. 6 at 10:24 PM
$SMCI
Hit by a few articles written by analysts/writers hired by PE and shorts today:
1) this analyst made up numbers of
$DELL having
$80+ B in order pipeline in the next 5 quarters, when DELL guided o ly
$40+ B pipeline in the next 15 months
https://nationaltoday.com/us/ca/san-jose/news/2026/04/06/super-micro-computer-stock-drops-5-after-analyst-downgrade/
In fact,
$DELL servers have been linked to diversions as well,
https://e.vnexpress.net/news/tech/personalities/singapore-tech-executive-charged-with-fraud-conspiracy-in-case-linked-to-nvidia-chips-export-probe-5058281.html
2) Another article writes falsely of "weak internal audit controls." If that is the case then why didn't the DOJ state as such in their indictment? Besides GPS trackers are installed to detect diversions on all vendors!