· 供应链分析
涉及标的： $2B$AAPL$AMD$AMZN$COHR$GOOGL$JBL$LITE$META$MRVL$MSFT$NVDA$SIVE
我现在已经对瑞典文化感到很有趣了。 当有人把 $SIVE 激光的供应链映射到下面这些名字时，他们的散户 / 记者每天都在哭： -> $MRVL CPO -> $AMD CPO -> $JBL 1.6T LRO -> $NVDA -> $AMZN、$META、$GOOGL、$MSFT -> 腾讯、百度、阿里用于 ELS。 然后他们还会哭得更厉害…… 当别人展示 $AAPL 是 Sivers 激光器的秘密超大规模云客户时（因为苹果下一代 Apple Watch 开发需要每年 5000 万台产能）。 给超大规模云厂商供货……会让本地人难受成这样，甚至想自毁吗？ 有个“瑞典专业人士”出来说 CPO 没什么新东西、也没什么特别，所以 Sivers 也没什么特别，这真的很可笑。 与此同时，$NVDA 正在给从 $MRVL 到 $LITE、$COHR 的每个 CPO 项目都砸 20 亿美元。 X 最酷的地方在于，你每天和全球各地的人互动，都会学到新东西。
I'm amused by Swedish culture at this point. That their retail/journalists are crying every day when someone posts a supply chain mapping of $SIVE lasers to: -> $MRVL CPO -> $AMD CPO -> $JBL 1.6T LRO -> $NVDA -> $AMZN, $META, $GOOGL, $MSFT -> Tencent, Baidu, Alibaba for ELS. Then they go crying even further... When someone shows $AAPL is secret hyperscaler customer of Sivers lasers for their next-gen Apple Watch development (which requires 50,000,000 units annually). Does supplying to hyperscalers... Hurt locals's feelings that much to the point they try and self-destruct? It's hilarious that a "Swedish professional" went out and said CPO is nothing new and nothing special, so Sivers is nothing special. Meanwhile $NVDA is just funding every CPO program $2B from $MRVL to $LITE to $COHR left and right. Cool thing about X is you learn something new every day interacting with global audiences.