LIWEI_TW Capital
@LIWEI_TWCapital
Even a great company is only worth recommending at the right price. Every trading idea shared should deliver real, actionable value when it matters most.
参加 January 2024
427 フォロー中 12.2K ファン
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….
