If you see ethical issues in a company's governance, you'll stay away from it.

SMCI, initially shaken by accounting scandals, yesterday lowered its 2026 revenue forecast from $40 billion to $33 billion.

SMCI had presented such an ambitious target to recover from the accounting scandal.

Today, we understand it was a fabrication.

It's a great stock to trade, but it's definitely not an investment stock.
If you see ethical issues in a company's governance, you'll stay away from it. SMCI, initially shaken by accounting scandals, yesterday lowered its 2026 revenue forecast from $40 billion to $33 billion. SMCI had presented such an ambitious target to recover from the accounting scandal. Today, we understand it was a fabrication. It's a great stock to trade, but it's definitely not an investment stock.
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