Serenity（白毛股神）@aleabitoreddit发帖2026-06-11

作者讨论其投资主题，支持NVDA并加强其供应链，以克服良率和衬底供应方面的技术挑战，主张对关键公司进行资本支出以建设西方供应链。

作者讨论其投资主题，支持NVDA并加强其供应链，以克服良率和衬底供应方面的技术挑战，主张对关键公司进行资本支出以建设西方供应链。

“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.”