Jukan
@jukan05
@citrini | Not Investment Advice | DYODD
Joined September 2024
379 Following 199.8K Followers
1. Bullish for the NPO supply chain.
2. The spec downgrade of NVIDIA Rubin Ultra signals the erosion of NVIDIA’s performance moat.
3. Bearish for the CPO supply chain.
4. Big winners: AMD and the TPU ecosystem?
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