· 供应链分析
涉及标的： $NVDA
我惊讶于评论区里大多数 X 侦探都猜对了。 我很快会发布关于这家神秘公司的深度文章。 根据我的研究，一家美国公司拥有铝硅碳化物(AlSiC)供应链的很大一部分份额是独特的，因为这种材料可用于 $NVDA Rubin 代产品的散热。 更妙的是，AlSiC 在太空和国防垂直领域的应用使得该公司下行风险较低，因为国防部/雷神/诺斯罗普/NASA 都依赖这种复合材料。 但谁知道，这种用于高超音速导弹、F-35 战斗机和火星太空探索的散热材料，也能用于解决 2000W+ AI 部署中的翘曲问题？ 市场似乎尚未意识到这一点。
I'm surprised majority of the X detectives in the comments guessed this right. I'll do a write-up on this mystery company soon. From my research, it was unique to have US company own a large % of the AlSiC supply chain, as this material could be used for $NVDA Rubin gen for thermal. Better yet, Space + Defense vertical usage of AlSiC gives this company low downside risk bc of DoD/Raytheon/Northrop/NASA reliance of the material composite. But, who knew the same thermal material used for hypersonic missiles, f-35 fighter jets, and Mars space exploration could also be used to handle warpage for 2000W+ AI deployments? Doesn’t seem like markets have yet.