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$NVDA + Photonics It’s not just about chips anymore

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The Long Investor

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25,729 görüntüleme • 2 ay önce •via X (Twitter)

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🚨 BREAKING 🇨🇳🇺🇸 CHINA JUST COMPLETELY BANNED NVIDIA CHIPS BEIJING HAS CANCELED THE GREEN LIGHT FOR TOP CHINESE COMPANIES TO BUY $NVDA CHIPS THE MESSAGE IS CLEAR CHINA DOES NOT WANT TO DEPEND ON U.S. SEMICONDUCTORS ANYMORE THEY WOULD RATHER BUILD THEIR OWN AI SUPPLY CHAIN THAN BUY FROM AMERICA THIS IS NOT JUST ABOUT NVIDIA THIS IS ABOUT CHINA CUTTING THE U.S. OUT OF ITS AI FUTURE $NVDA IS GETTING HIT HARD AND THE TRADE WAR JUST ENTERED A NEW PHASE
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🚨 BREAKING 🇨🇳🇺🇸 CHINA JUST COMPLETELY BANNED NVIDIA CHIPS BEIJING HAS CANCELED THE GREEN LIGHT FOR TOP CHINESE COMPANIES TO BUY $NVDA CHIPS THE MESSAGE IS CLEAR CHINA DOES NOT WANT TO DEPEND ON U.S. SEMICONDUCTORS ANYMORE THEY WOULD RATHER BUILD THEIR OWN AI SUPPLY CHAIN THAN BUY FROM AMERICA THIS IS NOT JUST ABOUT NVIDIA THIS IS ABOUT CHINA CUTTING THE U.S. OUT OF ITS AI FUTURE $NVDA IS GETTING HIT HARD AND THE TRADE WAR JUST ENTERED A NEW PHASE

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$NVDA CEO Jensen Huang revealed the Five Layer AI Model These 5 layers include: 1) Chips - $AMD $AVGO $NVDA 2) Memory - $MU $SNDK $DRAM 3) Photonics - $AAOI $AXTI $AEHR 4) Compute - $CIFR $IREN $NBIS 5) Energy - $BE $FLNC $TE
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$NVDA CEO Jensen Huang revealed the Five Layer AI Model These 5 layers include: 1) Chips - $AMD $AVGO $NVDA 2) Memory - $MU $SNDK $DRAM 3) Photonics - $AAOI $AXTI $AEHR 4) Compute - $CIFR $IREN $NBIS 5) Energy - $BE $FLNC $TE

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🚨 TRUMP CALLING OUT $NVDA 🚨 He’s calling $NVDA “Most powerful AI chips company” And still you’re not buying $NVDA ?🤔
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🚨 TRUMP CALLING OUT $NVDA 🚨 He’s calling $NVDA “Most powerful AI chips company” And still you’re not buying $NVDA ?🤔

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The UAE just upgraded the Golden Visa - and it’s not about perks on paper anymore. 🇦🇪 It’s about real-world protection.
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The UAE just upgraded the Golden Visa - and it’s not about perks on paper anymore. 🇦🇪 It’s about real-world protection.

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It’s just not our country anymore!
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It’s just not our country anymore!

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Why did a farm animal welfare charity just buy $500M worth of Nvidia chips?🧐 $NVDA
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Why did a farm animal welfare charity just buy $500M worth of Nvidia chips?🧐 $NVDA

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IT’S NOT BUSINESS AS USUAL ANYMORE IT’S NOT BUSINESS AS USUAL ANYMORE IT’S NOT BUSINESS AS USUAL ANYMORE IT’S NOT BUSINESS AS USUAL ANYMORE IT’S NOT BUSINESS AS USUAL ANYMORE IT’S NOT BUSINESS AS USUAL ANYMORE #77NiNumbers #SabaSaba2025
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IT’S NOT BUSINESS AS USUAL ANYMORE IT’S NOT BUSINESS AS USUAL ANYMORE IT’S NOT BUSINESS AS USUAL ANYMORE IT’S NOT BUSINESS AS USUAL ANYMORE IT’S NOT BUSINESS AS USUAL ANYMORE IT’S NOT BUSINESS AS USUAL ANYMORE #77NiNumbers #SabaSaba2025

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“This is not about criminals. It’s just not about criminals anymore. This is about arresting anyone who is not a citizen and who doesn’t have documents to be here.” —Jon Favreau
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“This is not about criminals. It’s just not about criminals anymore. This is about arresting anyone who is not a citizen and who doesn’t have documents to be here.” —Jon Favreau

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It’s not just about Khalil. It’s not just about Columbia University. It’s not just about university presidents. It’s not just about ever-mutating lethal antisemitism. It’s about terror-supporting conduct openly intent to destroy life & liberty…of all. #LetOurPeopleGo #NeverAgainIsNow

מיכל קוטלר-וונש | Michal Cotler-Wunsh

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$NVDA just made a MASSIVE $4B bet on photonics. So I asked their SVP of Networking, Gilad Shainer, to give away Nvidia's entire optical roadmap to retail investors. From scale across to scale up with CPO, this is THE photonics interview to watch. $AAOI $TSEM $LITE $COHR $CIEN
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$NVDA just made a MASSIVE $4B bet on photonics. So I asked their SVP of Networking, Gilad Shainer, to give away Nvidia's entire optical roadmap to retail investors. From scale across to scale up with CPO, this is THE photonics interview to watch. $AAOI $TSEM $LITE $COHR $CIEN

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Probably not what you want to hear if you are $NVDA. $MSFT CEO said they are not supply-constrained when it comes to chips.
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Probably not what you want to hear if you are $NVDA. $MSFT CEO said they are not supply-constrained when it comes to chips.

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TRUMP WANTS A.I. CHIPS AND COMPUTERS BUILT IN UNITED STATES $NVDA
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TRUMP WANTS A.I. CHIPS AND COMPUTERS BUILT IN UNITED STATES $NVDA

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🐿️ it’s not panic anymore because you have moa and us 🧸 it’s just like picnic!!!
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🐿️ it’s not panic anymore because you have moa and us 🧸 it’s just like picnic!!!

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$NVDA hodlers to Trump after he banned selling the H20 chips to China
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$NVDA hodlers to Trump after he banned selling the H20 chips to China

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When I say $NVDA isn’t just a hardware company anymore, it’s not tongue-in-cheek. They’re turning compute into a utility by building AI factories. Here’s Jensen explaining how NVIDIA supplies both the tools and the blueprint for AI infrastructure 👇
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When I say $NVDA isn’t just a hardware company anymore, it’s not tongue-in-cheek. They’re turning compute into a utility by building AI factories. Here’s Jensen explaining how NVIDIA supplies both the tools and the blueprint for AI infrastructure 👇

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