中文翻译
这只是在尽可能上游寻找瓶颈环节。几个月前我发现 $LITE 是 $GOOGL TPU 物料清单(BOM)的重要组成部分时，它被认为非常早期。自那以来它已经翻倍。但大多数人止步于此，没有尝试寻找谁为 Lite 提供外延晶圆(epiwafers)？或者谁提供磷化铟(InP)衬底？其中很多是关系映射中的1+1，然后了解财务状况以判断尽管处于供应链瓶颈，它是否仍是一个真正的好多头标的。
· 供应链分析
通过深挖上游供应链瓶颈及财务验证寻找投资机会
英文原文
It’s just bottleneck hunting as upstream as you can go. Even $LITE was considered really early few months ago when I found out it was a large part of $GOOGL TPU BOM. Since then it’s already doubled. But most people stop there and then don’t try and find who supplies epiwafers for lite? Or who supplies the InP substrates? Lot of it is 1+1 in relational mapping, then knowing financials to see if it’s an actual good long despite being part of a supply chain chokepoint