LIWEI_TW Capital
@LIWEI_TWCapital
Finding a new theme…
Joined January 2024
309 Following 8.1K 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….
