中文翻译
@j1nv3st 不妨说，我认为市场不再视它们为客观。人们倾向于发布过度延伸的主张，而忽略了细微的技术细节。比如几个月前关于 $MU 在 $NVDA 的 HBM4 共封装光学(CPO) 供应链中毫无份额的说法。我个人只是直接听取 $NVDA 的声明，
· 供应链分析
质疑市场客观性，建议直接参考英伟达声明而非过度解读。
英文原文
@j1nv3st Let’s just say I don’t think markets view them as objective anymore. There’s been tendencies to post overreaching claims over a nuanced technical details. Like how $MU had no HBM4 share with $NVDA few months back. I’m personally just listening to $NVDA direct statements and