LIWEI_TW Capital
@LIWEI_TWCapital
Even a great company is only worth recommending at the right price. Every trading idea shared should deliver real, actionable value when it matters most.
加入 January 2024
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Foxconn :
1.800G + Switches 2X this year
2.CPO Switches Mass Production and shipment in Q3.
Supply Chain Mapping: Shunsin (TWE:6451)->Foxconn->NVDA/Broadcom.
IYKYK….
