Papa Johns(@SVTrivo):$SMCI just dropped unholy FY2027 guidance: $65–72B revenue vs ~$52B consensus, plus $60B+ in new orders, and the xAI/SpaceX DC timeline from June is looking real. But after the repeated integrity issues — including the $2.5B China diversion scheme with dummy servers and hair-dryer label swaps — a lot of us who dug into the details on the ground decided we’d rather make money elsewhere. I posted what I learned directly from local contacts right after the FBI raids here: https://t.co/zkGDOI7X6Q Numbers can be packaged. Trust is harder to rebuild. Investment is always personal

2026.08.11 21:31

$SMCI just dropped unholy FY2027 guidance: $65–72B revenue vs ~$52B consensus, plus $60B+ in new orders, and the xAI/SpaceX DC timeline from June is looking real. But after the repeated integrity issues — including the $2.5B China diversion scheme with dummy servers and hair-dryer label swaps — a lot of us who dug into the details on the ground decided we’d rather make money elsewhere. I posted what I learned directly from local contacts right after the FBI raids here: Numbers can be packaged. Trust is harder to rebuild. Investment is always personal — I’m just keeping my distance.