SMCI

Everything Filings Intel has said about SMCI across all issues.

• 8-K · 2026-06-15 Issue 13 · bearish
  Super Micro launched a $1.25bn at-the-market programme plus a firm-commitment underwriting of 45.5m shares (15% overallotment) and a concurrent preferred offering — material dilution relative to market cap. The AI-server assembler reaching for equity is the thin-margin, capital-hungry tell at the box-build layer.
• 8-K · 2026-04-20 Issue 2 · bullish
  Annual meeting results — 98.8% shareholder vote ratifying BDO USA as auditor. Largest single institutional endorsement of the post-Ernst-Young accounting transition.
• 8-K · 2026-04-20 Issue 2
  Annual meeting; BDO ratified 98.8%; 2020 plan amendment passed

• The engine versus the fundamentals — Credo prints +198% and the model still flags it bearish, beside SMCI's dilutive raise Issue 13
  Alongside: CRDOALABMRVLAVGOTSM
• Dell's tell — +757% AI-server revenue and a hiring freeze in the same filing Issue 12
  Alongside: DELLNVDA
• Dell's 33% blowout confirms the supply chain end-to-end — SMCI rides along despite the indictment Issue 9
  Alongside: DELLHPEANETNVDA