Serenity
@aleabitoreddit
I only use X, beware of impersonators.
AI/Semi Supply Chain Analyst
ex. RISC-V FDN, AI research scientist; now trading unknown bottlenecks.
加入 July 2025
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Wow… new extremely transformative news got released today.
Making a certain photonics company:
The effective upstream laser chokepoint for $NVDA NVLink fusion CPO ecosystem.
With their lasers now in Nvidia’s optical infrastructure supply chains.
Can anyone guess the name?
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