

Assetrend
116 posts

@assetrend
PhD | Quant @ Macro | US Equities | AI | Crypto 关注科技与市场与投资心理, 分享投资与交易的深度观点与逻辑 . 非投资建议 - NFA & DYOR!






$NVDA Networking Senior Vice President refuting recent analyst reports on delays: - “ the most exciting stuff is co-packaged optics.” - There is no delay in H2 CPO product delivery schedule. - CPO switch will enter mass production and begin ramping up customer deliveries as planned in the second half of 2026 This was a media article, original interview source credit should have been credited to Tae Kim / Computex. Something fun to note too was this quote “Gilad was VERY enthusiastic about the CPO ramp from Nvidia.” Both near term and long term. Yeah… I’m extremely bullish on CPO alongside Nvidia.





Kevin Warsh's first FOMC meeting is next week! Few things will be more impactful than what the new Fed chair has to say according to Wharton's Jeremy Siegel: "Next week, Warsh's meeting - You have to go back years if not decades to get something that is gonna be more interested & more impactful than what he's gonna say."