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@XinYi_Captial
AI infrastructure investor.
I write about the bottlenecks behind the AI boom: optics, memory, packaging, power, and data centers.
Long $INTC and $LITE.
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@Money_or_Life_X 这反而看出黄仁勋的厉害了 极强的定价权 但每次讲的都是生态伙伴 一起赚钱
