Aug. 3 at 1:06 AM
$SMCI $DELL Been wondering why the media targetted SMCI so much, especially even singling it out as the only named company in many of those "netlist patent infringement" articles, when in reality their just a customer of Samsung, so would DELL be "NOT NAMED AT ALL".
They just wanted DELL to look better for shareholders, analysts have not even highlighted DELL's massively accruing payables. Yet they focussed on SMCI's cash, barely even mentioning that they paid their suppliers, increased inventory to have the inventory to begin on that
$60B backlog. And raised cash to fast track the rest of that over the year.
Must be one huge rout to get retail to purchase DELL so instos can exit.
