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Super Micro coverage.

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#ai-chips1#nvidia1#export-controls1#corporate-governance1#smci1#super-micro-computer1#oracle1#tech-stocks1#demand-concerns1
SEEKING ALPHA

SMCI: From Bad To Worse

Super Micro (SMCI) faces trust and governance risks as rumors of Oracle canceling $1B+ orders raise demand concerns.…

6 views ·
#smci#super micro computer#oracle
THE WIRE CHINA

One in every $20 Super Micro earned 2024 to 2025 came from a front company

One in every 20 dollars Super Micro earned from 2024 to 2025 came from a front company that allegedly worked with a rogue executive to smuggle AI chips to China. Can the company’s …

2 views ·
#ai chips#nvidia

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