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
400 フォロー中 11.8K ファン
$AMD $INTC $ARM going parabolic...Taiwanese Investors we still have chance tomorrow!
With CPU discussions taking over my X timeline, I put together a map of Taiwanese companies tied to the Big Three CPU ecosystems—and where each one sits in the supply chain.
The focus here is server CPUs: the companies making the silicon, packaging it, mounting it onto motherboards, and building the systems around it.
The CPU trade doesn’t stop at $ARM, $AMD and $INTC
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