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https://x.com/GlassH_Research/status/1833178595734536613
As far as the accounting goes, we believe that Hindenburg missed the mark as the quantitative accounting metrics do not line up with their published short thesis. Additionally, the recent filing delay seems to be a precautionary measure in response to Hindenburg's report. If the company provides clarity or a minor revision, we anticipate a potential rebound in the stock.
Posted In: SMCI