Irrational Analysis
@insane_analyst
Engineering-Driven Investment Analysis
加入 March 2024
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1. A basic understanding of signal integrity made it obvious to me over a year ago that Kyber backplane would not work.
2. $TSEM Japan fab is booked, largely for DWDM NVDA NPO.
3. $LITE UHP laser COGS is $5. ASP to NVDA is $30+. ASP to others is much higher.
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