X @Cassandra Unchained

The headline here is the Cash Conversion Cycle is extending permanently along with Days Inventory Outstanding.This new reality reflects a deliberate decision to lock up supply chain capacity further than Nvidia has ever done before.The Form 10-K shows Nvidia has $117B total supply obligations (inventory+purchase agreements), nearly matching Nvidia’s Operating Cash Flow for the year. The chart below shows…https://t.co/Oz6fq3uLM9 ...