VeggieChicken
5.1K posts

VeggieChicken
@veggiepoultry
CEO of being unemployed, crypto analyst @alfadao_






Taiwan $NVDA CPO supply chain ide #1: Shunsin (6451 TWSE) - Photonics Packaging at ~$1.4B MC. It's a subsidiary of Foxconn. And Foxconn is ODM for $NVDA. It's almost like Celestial got listed by $MRVL and got a free piggy back ride? Some personal est. 2027 fwd ~20 P/E, that compresses harder into 2028, 2029. Shunsin's optical division openly lists their markets as "CPO 51.2T/102.4T" and "Pluggable XCVR 800G/1.6T. Markets themselves as "Supported by Foxconn's vertically integrated supply chain for fast project ramp" If you look at $TSM COUPE for $NVDA, they don't assemble final fiber arrays/racks, Foxconn does. So $NVDA's CPO networking gear probably goes through Shunsin's alignment and bonding machines? And $GOOGL, $META optical switches probably end up thorough them too since they scaled Vietnam CPO facilities (speculative). Basically you get a free Foxconn piggy-back ride with this company at low forward multiples. Disclosures: I am personally long.







Our BTC Breakeven ARR is ~2.05%. If Bitcoin grows faster than that over time, we can cover our dividends indefinitely without issuing new $MSTR shares. Track it in real time on our site. $STRC




President Trump arrives in Miami to attend UFC 327.


Did you know about this procedure?


"Do you take GLP-1s Manny?" Nah. I just eat massive salads instead.



@aleabitoreddit I feel like you're one of those heroes in anime leveling up and now you're aura farming 😄


@PhotonCap @Semicon_player @aleabitoreddit When @aleabitoreddit posted about $SIVE it became the most traded stock on the Swedish stock market. Larger than industrial giants like ABB. Crazy what happens when American capital starts flowing in.







I'm not sure people understand yet: $LITE backlog order fill into 2028 signals extreme demand. And a lack of capacity. Then by second order effect of hyperscaler demand spillover: Guess who is projected to have the largest 800G/1.6T capacity in America? $AAOI. They fab their own inp lasers, design their own transceivers, and assemble it. If $AAOI can execute on capacity ramp, that likely all translates into revenue due to everything being sold out. My $40B MC price target from $5B is starting to look more and more likely?


CBS: American soldiers who survived the attacked that killed 6 say Hegseth is lying. They were left “unprepared” and exposed. cbsnews.com/news/iran-war-…


HOW IS NOBODY TALKING ABOUT THIS!?!?!?!? THEY PRINTED 5 BILLION OF THEIR OWN TOKENS THEN WITHDREW IT AS USDC!?!?!?!??!




