In this video, we dive into the unfolding drama surrounding SMCI, starting with Hindenburg's recent investigation that led to delayed earnings and a dramatic stock drop. We'll explore the possibility of SMCI being delisted from Nasdaq and question the credibility of Hindenburg's research. We also discuss allegations of accounting irregularities, channel stuffing, and even potential money laundering or embezzlement. The video covers undisclosed related party transactions and accusations that SMCI supplied the Russian military despite sanctions. Additionally, we'll talk about the company rehiring key personnel and losing major customers even before the Hindenburg report. Finally, we’ll share our thoughts on whether we’re staying invested in SMCI.
Tune in to get the full story and our perspective on what this means for SMCI's future.
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Timestamps:
00:00 Introduction
00:22 Hindenburg takes aim at SMCI, earnings got delayed
01:38 Delisting of SMCI from Nasdaq, stock falls dramatically
03:08 Hindenburg research - trustful or not?
04:43 Accounting irregularities and Channel stuffing
06:52 Money laundering, stealing or embezzlement?
08:43 Undisclosed Related Party Transactions
10:09 SMCI are stuffing russian military despite sanctions
13:03 Rehires
14:20 SMCI was loosing key customers even before the research
15:41 About our position in SMCI
Everything shared in this video is our personal point of view. We aim to share our opinions and experiences, not convince anyone to buy or sell. We invite you to share your thoughts in the comments as well.
Disclaimer ⚠️
This video is not an individual investment recommendation. The information provided is for educational purposes only and does not guarantee success in investment activities. Please conduct your own research and analysis before making any investment decisions. Understand the risks associated with any investment you consider.
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