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

Papa Johns

@SVTrivo

Semiconductor Engineer, Ph.D. 🇰🇷🇺🇸 📍 San Jose Startup & Big Tech Vet John's Papa Silicon Valley Trivopaedia: Tech, Money, Food & Chips. Life in the SV

参加 December 2009

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Papa Johns@SVTrivo

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.