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
HAHAHAHA We are going SO MUCH higher.
NAAIM Exposure DROPS 20% while indexes and leaders are at highs. Couldn't be any more perfect. I actually can't believe this 😂