Bro, $AMZN semi ETF portfolio is probably going to end up more compelling than what $NVDA owns... Today Amazon signed a $49.8M private placement into PCB maker Gold Circuit Electronics (2368). So now Amazon has ownership/warrants in: - $AAOI - Alchip - $MRVL (Celestial) - $ALAB - $CRDO - $JBL - $FLEX - $STM - $CBRS - $GNRC - $FN - TD SYNNEX - $QCOM - Gold Circuit Electronics And others.. If we look at the private placement amount for GCE in speciifc, it's like .36% of the company... Kinda small financially, meaningful strategically. Esp. since there were claims that GCE supplies ASIC-server PCBs to the four major hyperscaler CSPs... Regardless it's pretty funny to see Amazon to Nvidia start to own all the worlds leading companies. Since Amazon has exposure to the entire supply chain like PCBs now, optical fabric with Celestial, lasers with $AAOI, assembly from $FN to $JBL, ASIC partners like $QCOM / ALchip.