Tae Kim (@taekim): "Nvidia Executive Is Bullish on CPO Rollout, Seemingly Refuting SemiAnalysis Narrative https://taekim.substack.com/p/nvidia-executive-is-bullish-on-cpo"

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Nvidia Executive Is Bullish on CPO Rollout, Seemingly Refuting SemiAnalysis Narrative

Part of the reason the market is tanking today is that SemiAnalysis sent a report to its institutional clients making a negative call on the CPO (co-packaged optics) rollout, saying delays are highly likely based on their meetings at Computex.

Key Context by Tae Kim

Jun 9

at

5:52 PM

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Nvidia Executive Is Bullish on CPO Rollout, Seemingly Refuting SemiAnalysis Narrative

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