NEXTRONICS
📋 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
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.
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.
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