LIWEI_TW Capital
@LIWEI_TWCapital
Focusing on photonic stocks until 2027: $AAOI, $SIVE, Shunsin (TWE:6451)
加入 January 2024
219 正在關注 2.8K 粉絲
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….
