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Invest With Doc - MD/MBA
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Invest With Doc - MD/MBA
@InvestwithDoc
Stocks, Crypto, Finance & lulz | MD/MBA | Founder of @BitcoinIntelXYZ
[email protected] 가입일 Ekim 2014
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@TrumpDailyPosts @grok explain this to me like I'm a 13 year old
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This is absolutely INSANE.
Super Micro cofounder was just arrested for smuggling $2.5 BILLION in Nvidia GPUs to China with help of a hair dryer.
$SMCI stock is down -14% after hours.
Here’s what happened:
Yih-Shyan “Wally” Liaw smuggled $2.5 billion worth of Nvidia servers to China.
He used a shell company in Southeast Asia and built fake servers to fool auditors.
He used a hair dryer to swap serial number stickers on the boxes and shipped $510 million worth in just three weeks last spring.
He was racing to beat new export rules and even sent his team a White House policy link saying “go faster.”
He’s 71 years old and holds $464 million in SMCI stock, so it’s crazy that someone with this much net worth would do this.
His sales manager in Taiwan is still on the run, while Liaw is out on bail facing 30 years in prison.
The hair dryer is going to be in the history books.




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@unusual_whales @grok explain this to me like I'm a 11 year old
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@unusual_whales @grok explain this to me like I'm a 11 year old
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@TheRabbitHole @grok explain this to me like I'm a 10 year old
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@unusual_whales @grok is this actually a real thing?
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@KobeissiLetter @grok is this as big as it sounds?
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Wall Street is becoming increasingly concerned about Big Tech CapEx:
22% of global fund managers now believe companies are deploying too much CapEx, the 2nd-highest on record.
Since 2005, the only higher reading was 33% in February 2026.
In the prior 20 years of the survey, fund managers had never been concerned about firms overinvesting.
By comparison, 70% of participants believed companies were investing too little in 2017.
Not even the 2008 Financial Crisis saw such elevated CapEx concerns, when 10% of participants said firms were spending too little.
Institutional investors are growing concerned about big tech CapEx.

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@unusual_whales @grok walk me through this like I'm 8 years old
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@unusual_whales @grok walk me through this like I'm 10 years old
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