_Roment_

[_Roment_ @_Roment_]

@oppatrimonio Tras leerte me interés por Nike. Voy a hacer 3 entradas separadas por un par de semanas cada una. La primer por suerte la he cogido casi en lo más bajo hoy, a ver si sigue para arriba. Creo como tú que Nike a la larga tiene q remontar. Gracias por “levantarme las orejas” 😬

[_Roment_ @_Roment_]

@aleabitoreddit 😂

[_Roment_ @_Roment_]

@aleabitoreddit Hello, I am not an expert, only trying to learn… but I read that about capacity… May I ask your opinion? Thanks in advance…

[LIWEI_TW Capital @LIWEI_TWCapital]

Please tell me if my $SIVE InP capacity modeling is incorrect. (Assuming WIN Semi's Maximum Expansion)

Based on discussions with Taiwanese semiconductor industry experts, I still struggle to justify the assumption that $SIVE can become the next $LITE within the next few years.

Since $SIVE outsources its InP manufacturing to WIN Semi, even under an extremely optimistic scenario assuming WIN Semi's maximum foundry expansion is converted to 6-inch InP capacity and largely allocated to $SIVE, my model still suggests that $SIVE's accessible InP capacity would only reach roughly 10% of $LITE's by 2028.

So what am I missing here?

Reference:
https://t.co/kcZiXchq00

[_Roment_ @_Roment_]

@aleabitoreddit And.. what about NVIDIA?

[Tomás Alonso @tomas__alonso]

@Valverd98300009 obviamente no quiero que sean de pago, quería decir que aportan tanto valor que no sería raro q fueran de pago

[_Roment_ @_Roment_]

NASA responds to job application from boy, 9 https://t.co/YoXowqpY5x