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I found Bunnie Huang's talk on supply chain security a reasonable picture of the issues underlying the Bloomberg story. https://www.youtube.com/watch?v=RqQhWitJ1As

With the caveat that I find Bunnie Huang credible. https://en.wikipedia.org/wiki/Andrew_Huang_(hacker)

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Can you TL;DR it for us, please?

Specifically - does it make Bloomberg's telling of event more or less credible?

He talks about it very briefly at the end, but basically says it doesn't pass Occam's Razor: there are better ways to implement the hack which can't just be detected with visual inspection.

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