$NVDA
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各周期结果成熟中 · 约 17 个交易日后揭晓
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原帖
Serenity · 2026-06-07
On top: $NVDA CEO also called out Silicon Photonics (optical networking) with memory. Stating that Nvidia would require “supply volumes beyond imagination”. What a bullish read through on the SiPH supply chain from $SIVE (now upstream Nvidia ecosystem) to $SOI https://t.co/m6jub4nfzx
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