Jack Huang (Bernhard Huang/黃傑克）(@photonjaeger):I won’t say more other than referring @LIWEI_TWCapital @RYANHINGSHING to look carefully at the cross sections in Unimicron’s John Lau’s slide deck on CPO (https://t.co/DuW014zsBZ). I won’t explain my own takes here informed by exp except on substack later. Anyways, HT @dnystedt!

Jack Huang (Bernhard Huang/黃傑克）

@photonjaeger

Capturing photons (optics), electrons (semis), and dollars (investing), TMT/AI/Semis/Optics/EPDA, 미국인/米國人/Amerikaner, Chicagoan, @uchicago a while ago, DMs open

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Jack Huang (Bernhard Huang/黃傑克）@photonjaeger

2026.09.17 01:08

I won’t say more other than referring @LIWEI_TWCapital @RYANHINGSHING to look carefully at the cross sections in Unimicron’s John Lau’s slide deck on CPO ( I won’t explain my own takes here informed by exp except on substack later. Anyways, HT @dnystedt!