LIWEI_TW Capital
@LIWEI_TWCapital
Focusing on photonic stocks until 2027: $AAOI, $SIVE, Shunsin (TWE:6451)
Joined January 2024
219 Following 2.8K Followers
Foxconn :
1.800G + Switches 2X this year
2.CPO Switches Mass Production and shipment in Q3.
Supply Chain Mapping: Shunsin (TWE:6451)->Foxconn->NVDA/Broadcom.
IYKYK….
