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[littlejohn]

SMCI CC projected 400 million positive cash flow

for 1st quarter, 2025...versus minus

445 million in previous quarter...

gross margin increased to 13.3% in 1st

quarter versus 11.2% in past quarter...

SMCI projects 5.9 billion revenue in 1st

quarter, 2025 versus 5.3 billion in past quarter...

raised inventory to about 5 billion to end

1st quarter versus 4.4 billion in past quarter...

Raised inventory but are waiting on NVDA

to start delivering new chip and has muted

guidance for 2nd quarter while still waiting...

Increased cash position to about 2.1 billion

to end 2nd quarter which was at about

1.7 billion in past quarter...

Reported in filing today that the Bank of America

term loan is now paid off...

SMCI appears to be circling wagons with

foreign banks during turbulent times...

SMCI projected around 440 million net profit

for 1st quarter, 2025, with margin for error...

SMCI stated intent to hire a new auditor and

to make appeal to Nasdaq for more time if

needed to get 10K prepared after E and Y QUIT...

E and Y quits a lot...

https://www.nasdaq.com/articles/big-four-shakeup-ey-sheds-clients-faces-audit-scrutiny

Early exit polls after close show the voters

were selling blindly...

Maybe the new Dow entry, NVDA, can start

delivering new chips and boost spirits some

if/whenever they do it...

LJ, aka the peon, moved All Funds to black

on SMCI during what the current thesis

projects is only blind selling in after hours...

May take a miracle to pull this one up

to a winner in these turbulent times...

so we watch...LJ