The author discusses their investment theme of backing NVDA and strengthening its supply c
The author discusses their investment theme of backing NVDA and strengthening its supply chain to overcome technological challenges in yields and substrate supply, advocating for capex in critical companies to build Western supply chains.
“If you haven’t noticed too with my other investment themes with 800V DC and CPO recently. It’s investing in $NVDA, America’s national champion in AI, and securing their supply chains. Many things feel technologically difficult with yields to substrate supply. People can always bear post laser capacity or export control bottlenecks and tell people to short Nvidia’s supply chains due to difficulties. But by investing in the critical companies to give them more capex spend for FAU capacity / yields. Or funding upstream red phosphorus/InP substrate capacity or SiC/GaN capacity. It builds up Western supply chains to make what’s technologically challenging, possible. Also I believe in Jensen.”Original post：X / @aleabitoreddit ↗