Long notes on server assembly and the filing calendar
Long notes on what I check for this company before each report. First, the filing calendar itself, since timing of periodic reports has been a topic and I want the dates in front of me. Second, how the company describes rack scale assembly and liquid cooling, and whether those lines get more space over time. Third, customer concentration as disclosed in the filings, including any changes in how it is presented. Fourth, working capital, mostly inventory and receivables, compared quarter to quarter. Fifth, the language used for supply of key components. This is a checklist for reading, not a view on what happens next. I update it after each filing and keep older versions so I can see what changed. Replies with other items are welcome. Thanks.
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