Mar. 21 at 3:14 PM
$SMCI $CDNS $STX such anger, but here are some actual facts for you.
I’ve traded through decades of corporate collapses. You are comparing a civil fine (Cadence) to a March 19, 2026, Federal Criminal Indictment. *
THE FACTS: This isn't a "probe." Co-founder Wally Liaw is in federal custody for a
$2.5B smuggling ring. The DOJ didn't just find an error; they found a conspiracy using hair dryers to scrub Nvidia serial numbers and dummy servers to fool federal auditors.
THE "CDNS" FALLACY: Cadence settled. SMCI has its CO-FOUNDER and BOARD MEMBER facing 20 years for National Security violations. Institutional money (the "Whales") cannot legally hold a company with a Board of Directors this radioactive.
THE NVDA GUILLOTINE: SMCI is a box-assembler. If Nvidia pulls the "Authorized Partner" status to protect its own DOJ standing, SMCI has zero product to sell on Monday.
The Bottom Line: You aren't "investing", you are gambling on a company whose leadership is in handcuffs.
