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To: Trader J who wrote (8266)	3/17/2024 5:48:02 PM
From: Sun Tzu	Read Replies (1) \| Respond to of 10522

There's financial metric that tells you how likely it is that a company is manipulating its financials. I can't remember its name (m-score?) but it is what some accountant invented and used to alert everyone about Enron. From what I've heard, it says that NVDA is likely manipulating its recognized revenue and playing shell games, and that SMCI is almost certainly doing something fishy with their reported financials. I haven't examined the metric myself, so I can't talk to its nuances and effectiveness. But after watching his interviews and reading about the company, I did not get a good feeling at all about SMCI CEO and their execs.

To: Trader J who wrote (8266)	3/19/2024 8:12:43 AM
From: Sun Tzu	Read Replies (1) \| Respond to of 10522

SMCI execs are busy enriching themselves. It's not just the usual sell the news they're in SPX that's pulling them down. When the CEO came in CNBC declaring that his stock was fairly valued despite its big run up, I Tweeted it saying this will be exhibit A in a court hearing because he had already registered to sell shares way below the market price. =+=+=== Super Micro Computer — The tech stock tumbled more than 10% after a filing showed a new stock offering of 2 million shares. Goldman Sachs is serving as the underwriter for the offering.