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LIWEI_TW Capital
@LIWEI_TWCapital
Focusing on photonic stocks until 2027: $AAOI, $SIVE, Shunsin (TWE:6451)
๊ฐ€์ž… January 2024
219 ํŒ”๋กœ์ž‰ ์ค‘    2.8K ํŒฌ
Nvidia just set up a dedicated zone inside Msscorps ( and locked down 75% of their entire production capacity! Yesterday at the TSMC Technology Forum, Msscorps was back in the spotlight again. Optical inspection demand is exploding exponentially โ€” their monopoly position is only getting stronger. BTW, I told you all to buy yesterday ๐Ÿ˜‰๐Ÿ“ˆ๐Ÿ”ฅ #6830# #Msscorps# #Nvidia# #TSMC#
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