According to @DowdEdward, Super Micro Computer (SMCI) hired BDO as its auditor after months of not filing its 10-K. Source: @DowdEdward on X, Oct 11, 2025. He suggests the previous audit firm may not have signed off on the report. Source: @DowdEdward on X, Oct 11, 2025. He also states that SMCI is Nvidia’s (NVDA) third-largest customer. Source: @DowdEdward on X, Oct 11, 2025. For trading, watch the timing and content of SMCI’s 10-K and any auditor opinions or internal control disclosures, as these items can drive headline risk and volatility; also monitor NVDA headlines for potential read-through if SMCI’s customer status is material. Source: @DowdEdward on X, Oct 11, 2025.