Patient Investor
@PSInvestor
Real Estate Developer | Investor '16 | NFA Perma Bull 13x $MU 10x $APLD 8X $CIFR 5x $NVTS & more | Next $KOPN $RDW $OSS $AMPG $QS $LIDR $ACHR🧘♂️
170 Following 5.1K Followers
The memory + connectivity shift OP flags is already forcing copper’s end. Scale-up fabrics hit hard limits past ~72-144 GPUs — only CPO + silicon photonics solve the bandwidth/power wall. Laser pure-plays ( $COHR, $LITE ) and $AVGO Tomahawk CPO are locking the next leg of this $550B spend.
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If someone has always been ahead in keeping retailers and non-tech people up to date on X about the whole new theme for the past 4 months, it has been @damnang2 and @PhotonCap for me. Always one step ahead with their knowledge. I had to mention both because if it wasn't for @PhotonCap, I would not have connected with @damnang2.
Really both of them are amazing guys ❤️🙌🙏
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