Sean(@sean_________):Jefferies on $NVDA Kyber/Backplane Delay- "The supply chain began to witness such possibility since May, and in recent few weeks, the absence of Kyber in 2027 has become a highly likely event, which means Rubin Ultra in 2027 will stick to Oberon structure (i.e., NVL72)" "-ve for overall PCB supply chain, though we expect upstream to keep outperforming downstream, driven by ongoing near-term price hike, while +ve for copper cable makers." $CRDO $APH $TEL

2026.07.05 22:18

Jefferies on $NVDA Kyber/Backplane Delay- "The supply chain began to witness such possibility since May, and in recent few weeks, the absence of Kyber in 2027 has become a highly likely event, which means Rubin Ultra in 2027 will stick to Oberon structure (i.e., NVL72)" "-ve for overall PCB supply chain, though we expect upstream to keep outperforming downstream, driven by ongoing near-term price hike, while +ve for copper cable makers." $CRDO $APH $TEL

Jukan@jukan05

2026.07.05 22:04

1. Bullish for the NPO supply chain. 2. The spec downgrade of NVIDIA Rubin Ultra signals the erosion of NVIDIA’s performance moat. 3. Bearish for the CPO supply chain. 4. Big winners: AMD and the TPU ecosystem?

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