中文翻译
嗯，不完全是。他们有过执行失败的历史，$AMZN 多年前就将其作为客户剔除。但如果考虑到他们现在手握铜缆到光子学（CPO）的“金票”，以及内存等供应常量，且能在此次成功执行，其当前的仙股定价可能并未计入他们在每个 Trainium 和 Maia 集群中的物料清单（BOM）份额，以及可选的美国磷化铟（InP）晶圆厂。
· 个股论点
某仙股若执行成功，当前定价或低估其在AI集群中的价值。
涉及标的： $AMZN
英文原文
Well not exactly, they have a history of execution failures with $AMZN dropping them as a client many years ago. But if they can execute this time around given their new golden ticket of copper -> photonics and supply constants like memory, their current penny stock pricing probably doesn’t price in their BOM share of every Trainium and Maia cluster they’re a part of + InP fab optionally in US.