Serenity
@aleabitoreddit
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AI/Semi Supply Chains Research
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参加 July 2025
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@RyanU_1F42B This is 77% growth, from literally the start of the CPO supercycle H1 2026.
I’d expect that number to just keep on compounding exponentially as we approach H2 2027, which is the true inflection of scale up CPO.
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