NEXTRONICS
📋 CPO longs in Taiwan are performing well, waiting for Win Semi, Msscorp, and Nextronics to catch up
CPO longs in Taiwan are performing well, waiting for Win Semi, Msscorp, and Nextronics to catch up.
Evidence & details
- +Post states expectation of articles about bottlenecks and CPO scaling.
- ⚡Scaling of CPO architecture by NVDA+TSM
- −Commodity labels; precedent with transformers/NAND
Chart
Post Timeline · 1 posts
Next year… I’m expecting there to be many articles about FAU + component bottlenecks. Especially as the new CPO architecture led by $NVDA + $TSM 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 c…
Thesis: Expects FAU + component bottlenecks as CPO architecture led by NVDA+TSM scales, making FOCI and Nextronics central beneficiaries.
NVDA June 1 Computex/GTC Taipei keynote is a major catalyst that should be heavily bullish for the Taiwan optical ecosystem, including Shunsin, Foci, Nextronics, and MSScorps.
source ↗CPO longs in Taiwan are performing well, waiting for Win Semi, Msscorp, and Nextronics to catch up.
source ↗