SHUNSIN · ShunSin Technology Holdings LimitedShunSin Technology Holdings Limited
📋 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 SIVE is a personal favorite for CPO related stuff
- +Claims they go from 0 to 100 full steam ahead in next 2 years
- ⚡CPO (co-packaged optics) adoption
- ⚡AI capex spend growth
Chart
Post Timeline · 2 posts
@vas_203 $SIVE (laser), Foci (fau/optical components), Shunsin (packaging/test), MSSCorp (yields) are personally my favorites right now for CPO related stuff. Since they all basically go from 0 to 100 full steam ahead in the next 2 years.
Thesis: Bullish on SIVE for CPO related stuff as it goes from 0 to 100 in next 2 years.
@Rumbourbon23 Yes, Shunsin is now out of disposition. I added some more positions today.
Thesis: Shunsin is out of disposition; adding to positions.
Expect Shunsin to outperform over the next year as Foxconn's CPO optical/testing arm.
source ↗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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