Super Micro Computer looks like a fraud, and the earlier alarm raised on it is being borne out. x.com 

Super Micro Computer has been rotten from the beginning, a stock to avoid when so many peers are available. Per @StockMKTNewz, citing CNBC, US prosecutors have charged a Super Micro co-founder, employee and contractor with smuggling Nvidia chips to China, yet the stock is only down about 3%. x.com  x.com 

Super Micro's fundamentals are outrunning fear over its legal and accounting baggage. Its quarter beat with EPS of $0.84 versus $0.61 expected, gross margin rebounded to 10.1%, showing regained pricing power, and next-quarter revenue is guided up to $12.5 billion as AI customers queue for liquid-cooled servers. Management found no need to restate past results despite audit delays. Given the China export, DOJ and accounting issues, this is a bounce trade, not a long hold. x.com  x.com 

Super Micro Computer should come off the watchlist because its administrative team has a criminal history. x.com 

Super Micro Computer is hard to invest in despite its absurd guidance, because what management did leaves zero trust in it. x.com 

Super Micro is a buy on fundamentals, though the near term will be a disaster. It needs time to stabilize under better management, so any buying should be scaled in slowly. x.com 

Super Micro Computer is not to be trusted given its continued history of accounting fraud, and there are far better investments without that risk. The stock just dropped below $30 after smuggling $2.5B worth of Nvidia GPUs to China, which was no surprise. x.com 

Super Micro Computer is a company to avoid on fraud concerns after its co-founder was arrested in an alleged $2.5 billion Nvidia chip smuggling scheme, per Zerohedge. x.com 

Increased AI-platform demand is lifting Super Micro Computer's preliminary revenue above guidance. Supermicro estimates fiscal Q1 2027 revenue of $18.5B-$19.5B versus $14.5B-$15.5B guided, and gross margin of 12%-12.5% versus 10.4%-10.8% guided, primarily due to customer and product mix. No one is bullish enough on the stock; $50+ by year-end is in view. x.com  x.com  x.com 

Super Micro Computer is not worth the risk regardless of its business or multiple, given early signs of sketchy business that have now escalated. Per @WOLF_Financial, its co-founder was charged with smuggling about $2.5B of servers with Nvidia AI chips to China via a Southeast Asian shell company, using fake paperwork and dummy servers to fool the compliance team. x.com