Next year… I’m expecting there to be many articles about FAU + component bottlenecks.
Especially as the new CPO architecture led by $NVIDIA(NVDA.US) + $Taiwan Semiconductor(TSM.US) starts to scale.Then a lot of these names like FOCI (~$2.8B MC) or Nextronics (~$246M MC) that I’m mentioning today will be in the center of it.Despite many of these “commodity” labels… (just look at transformers/NAND)And I’ll do a “Did you listen anon post” like $AXT(AXTI.US). We’ll see if this is right.Source: Serenity
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