Serenity
@aleabitoreddit
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AI/Semi Supply Chains Research
Nothing is investment advice. No paid promos; may trade/hold names disc, views my own.
参加 July 2025
220 フォロー中 1M ファン
Wow… new extremely transformative news got released today.
Making a certain photonics company:
The effective upstream laser chokepoint for $NVDA NVLink fusion CPO ecosystem.
With their lasers now in Nvidia’s optical infrastructure supply chains.
Can anyone guess the name?
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