SMCI Super Micro
Depreciation Integrity 40
Capex-vs-Demand Gap 77
Insider-Selling Intensity 63
Financing Opacity / Circular Leverage 95
Energy & Diminishing Returns 35
Organic End-User Demand 73
Convergence Flag: ACTIVE
Red / red-amber elevated: 2 (capex-demand), 3 (insider/governance), 4 (financing/opacity), 6 (demand quality) = 4 independent elevated indicators → CONVERGENCE FLAG ACTIVE.
Last updated:
Deep Dossier in Progress

The scored backbone above is sourced from primary filings. The full investigative dossier — claim-by-claim audit, inversion analysis, primary paper trail — is being authored. This page updates as evidence lands. No claims are fabricated or inferred here; only data the engine already holds is shown.

Key Metrics (engine data)

Amazon6Verified sheet
FY20242024Verified sheet
FY20252025Verified sheet
Purchase commitments2024Verified sheet