Irrational Analysis
@insane_analyst
Engineering-Driven Investment Analysis
参加 March 2024
102 フォロー中 44.8K ファン
1. A basic understanding of signal integrity made it obvious to me over a year ago that Kyber backplane would not work.
2. $TSEM Japan fab is booked, largely for DWDM NVDA NPO.
3. $LITE UHP laser COGS is $5. ASP to NVDA is $30+. ASP to others is much higher.
もっと見る
