An individual Investor from Taiwan who focus on Tech, AI, autonomy, and robotics. The future is autonomous. Ad astra per aspera!
(錄音檔經Grok STT處理,並由Claude整理總結) 一句話總結: AI 基本面持續上修、算力依然短缺,真正的結構性大事是 NVIDIA 下一代架構讓光元件需求暴增六倍,CPO 量產時程比空方想的近(2027 小量、2028