Builds high-performance servers and storage, including many of the GPU-dense racks used for AI training.
| Indicator | Score | Band |
|---|---|---|
| Depreciation Integrity | 40 | AMBER–LOW (~35–45) |
| Capex-vs-Demand Gap | 77 | RED–AMBER (~72–82) |
| Insider-Selling Intensity | 63 | RED–AMBER (~58–68) |
| Financing Opacity / Circular Leverage | 95 | RED (~92–98) |
| Energy & Diminishing Returns | 35 | GREEN–AMBER (~30–40) |
| Organic End-User Demand | 73 | RED–AMBER (~68–78) |
Q. Ernst & Young resigned mid-audit and said they were unwilling to be associated with management's financials. Five material weaknesses. Adverse ICFR opinion. DOJ and SEC subpoenas. Then a co-founder got criminally indicted. Walk me through what the filings actually say.
A. EY flagged governance and ICFR concerns in late July 2024 and resigned on October 24, 2024 (8-K accession 0001375365-24-000036), stating unwillingness to be associated with management's financials. BDO was appointed November 18, 2024. The FY2024 10-K filed February 25, 2025 disclosed five material weaknesses in ICFR and a BDO adverse opinion on ICFR effectiveness as of June 30, 2024. DOJ and SEC s
EVIDENCE: filed · scores from the engine · I5/I6 carry a score with no underlying instrument — stated where drilled.
AWAITING LIVE SERIES · wires from /api/prices · held state stands if the wire fails
SEC XBRL companyfacts · every row carries its accession · 8 quarters · refreshes off the 8-K 2.02 earnings event
2026-08-04 · ·
Watching: Capex vs demand, Insider selling, Circular financing, Organic demand before the print.
Score 63.0/100 from the engine.
No discretionary (no-plan) open-market selling on the recent record — plan sales, gifts and awards stated as what they are.
| Owner | Role | Date | Type | Value | Basis |
|---|---|---|---|---|---|
| Liu Liang Chiu-Chu Sara | Director | 2026-07-01 | Option exercise | — | — |
| Liu Liang Chiu-Chu Sara | Director | 2026-07-01 | Tax withholding | $12,387 | — |
| Liu Liang Chiu-Chu Sara | Director | 2026-07-01 | Option exercise | — | — |
| Liu Liang Chiu-Chu Sara | Director | 2026-07-01 | Tax withholding | $7,631 | — |
| Liu Liang Chiu-Chu Sara | Director | 2026-07-01 | Option exercise | — | — |
| Liu Liang Chiu-Chu Sara | Director | 2026-07-01 | Tax withholding | $4,092 | — |
| Weigand David E | SVP, Chief Financial O | 2026-07-01 | Option exercise | — | — |
| Weigand David E | SVP, Chief Financial O | 2026-07-01 | Tax withholding | $131,973 | — |
| Weigand David E | SVP, Chief Financial O | 2026-07-01 | Option exercise | — | — |
| Weigand David E | SVP, Chief Financial O | 2026-07-01 | Tax withholding | $71,890 | — |
| Weigand David E | SVP, Chief Financial O | 2026-07-01 | Option exercise | — | — |
| Weigand David E | SVP, Chief Financial O | 2026-07-01 | Tax withholding | $15,208 | — |
EDGAR Form 4, parsed structured · last 31 txns · asof 2026-07-20 · refreshes off the Form-4 event class
Pending analysis. not yet determined — on the follow-up ledger as of 2026-07-13. A dated commitment, not an apology.
Video. no verified channel in the map yet — our gap, stated (the map grows by verification, never by guess).
≤5 news · ≤2 video · rolling window, never an archive · ranked from the 2026-08-08 sweep · refreshes Saturday
Notes. held open — The desk has not ruled this slot.
Company data is compiled from primary sources — SEC filings, the fragility engine, and our own roster. Narrative summaries are AI-assisted; every figure comes from the record, not the model.