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@XinYi_Captial
AI infrastructure investor. I write about the bottlenecks behind the AI boom: optics, memory, packaging, power, and data centers. Long $INTC and $LITE.
Joined June 2024
221 Following    153 Followers
Cookie@XinYi_Captial
2026.06.27 11:12
@Money_or_Life_X 这反而看出黄仁勋的厉害了 极强的定价权 但每次讲的都是生态伙伴 一起赚钱
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