> Huh. so shortly after the story broke, I bought a bunch of SMCI.
Likewise. Almost doubled my money before taxes.
My reasoning was that essentially no tech infrastructure company has significantly suffered financially due to security incompetence and it was unlikely that it would start with SMCI especially since it wasn't even being claimed that the company was in on it. Nothing even seemed to allege any particular error on SMCI's part, certainly not one that essentially every vendor isn't also making.
The idea that the report could be wrong wasn't a factor for me, only that the marketplace would continue to not care. (I find it hard to believe that it's entirely wrong: I am unwilling to believe that major state intelligence orgs are so incompetent that they are never backdooring hardware in that manner).
Likewise. Almost doubled my money before taxes.
My reasoning was that essentially no tech infrastructure company has significantly suffered financially due to security incompetence and it was unlikely that it would start with SMCI especially since it wasn't even being claimed that the company was in on it. Nothing even seemed to allege any particular error on SMCI's part, certainly not one that essentially every vendor isn't also making.
The idea that the report could be wrong wasn't a factor for me, only that the marketplace would continue to not care. (I find it hard to believe that it's entirely wrong: I am unwilling to believe that major state intelligence orgs are so incompetent that they are never backdooring hardware in that manner).