Jul. 31 at 2:03 PM
$SMCI $DELL Thats the major difference between SMCI and DELL, its their cash cycle. DELL finances customers to grow at lengthier timeframes than their suppliers are likely willing to accept.
SMCI uses working capital to fund inventory, uses that to create racks, gets paid from the customer then repeats the process multiple times per quarter, much cleaner operating structure.
