LIWEI_TW Capital
@LIWEI_TWCapital
Focusing on photonic stocks until 2027: $AAOI, $SIVE, Shunsin (TWE:6451)
Joined January 2024
219 Following 2.8K Followers
Nvidia just set up a dedicated zone inside Msscorps ( and locked down 75% of their entire production capacity!
Yesterday at the TSMC Technology Forum, Msscorps was back in the spotlight again. Optical inspection demand is exploding exponentially โ their monopoly position is only getting stronger.
BTW, I told you all to buy
yesterday
๐๐๐ฅ #6830# #Msscorps# #Nvidia# #TSMC#
Show more
