Aug. 5 at 12:07 AM
$SMCI $DELL If SMCI did not pay roughly
$10B of their payables, increase their inventory by approximately
$6B in Q3 alone, then their EPS would have been much, much better than DELL's percentage wise, and their cashflow would have been positive, that was around
$16B moved around to reduce debt, and postion themselves for the next cycle.