Ben Bajarin· @BenBajarin · X·· 13 天前AI 评分40
AI 导读
苹果凭借规模和资产负债表成为移动周期的经济赢家。 NVIDIA 出于同样的原因成为 AI 算力周期的经济赢家。 Broadcom 是比较接近的第二名。 掌控供应链的大师赢得周期。 $NVDA $AVGO
AI 生成摘要 · 以原文为准
正文
Apple was the economic winner in the mobile cycle due to scale, and balance sheet.
NVIDIA the economic winner in the AI compute cycle for the same reasons.
Broadcom a close ish second.
Masters of the supply chain win cycles.
$NVDA $AVGO
NVIDIA has once again snapped up a massive amount of ABF substrate capacity... SEMCO!!在 X 查看被引用的帖子
来源：Ben Bajarin · x.com