中文翻译
是 $JTNC 吗？很难想到多少纯概念股，但它们做的是 TGV，而非用于 $NVDA 共封装光学(CPO) 的光学方案，如康宁/AbsoLics。我原本更关注 CPO 方面，但还有其他机会。AbsoLics 似乎已是明确的首选，因为其市值仅 25 亿美元，获得美国 CHIPS 法案政府资助，且率先上市。尽管背负沉重包袱，但鉴于其体量较小，其玻璃基板垂直整合业务应能强力带动整体表现。
· 供应链分析
对比JTNC与AbsoLics，看好后者在CPO及玻璃基板领域的先发优势。
英文原文
Is it JTNC? Can't really think of many pure-play, but they're for TGV, not optical used for $NVDA CPO like Corning/Absolics. I was more focused on CPO aspect but there's other opportunities. Absolics seems like the clear favorite already since it's $2.5B MC, funded by US Gov from CHIPS, and first-to market. It does carry heavy baggage, but its glass substrate vertical should just hard-carry the rest given the small size.