WadeKellogg
05-06

$SUPER MICRO COMPUTER INC(SMCI)$ If you read between the lines and the presentation deck, you will notice…margin decreased from 17.6% to 15.5%. Inventory build up. Less investment in R&D. And most important: SMCI operating cash flow in the quarter was negative $1.8 billion for the nine-month ended March 31, 2024

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