Post

@hisevenih This is a completely new perspective on US stock AI Web3

@hisevenih Even such an obscure aspect as InP can be unearthed; the funds must have nowhere else to go.

@hisevenih The dissemination of the AI ​​concept is becoming increasingly profound, but looking at this candlestick chart, it seems it hasn't even started yet.

@hisevenih Thanks for sharing

@hisevenih This is the real second half of AI. Don't just focus on GPUs; the real bottlenecks might be in these undiscussed corners.

@hisevenih's research on the AI ​​industry chain is becoming increasingly in-depth, and his eye for stock picking is truly impressive.

@hisevenih 光互聯材料被低估，AXTI這細分方向確實值得提前盯。

@hisevenih Previously, everyone only focused on GPUs, but AI infrastructure is a complete industry chain, and sub-sectors such as optical interconnects, materials, and data transmission are equally worth paying attention to. In the future, the boundaries between on-chain and traditional technology assets will become increasingly blurred.

@hisevenih This is a novel perspective; it's worthwhile to invest in the AI ​​sub-sectors early on.

@hisevenih I've learned something new! I used to just blindly chase AI concept stocks, but now even hard-core physical materials like InP substrates and optical interconnects are emerging. Plus, exchanges are even listing PayPal perpetual contracts. It feels like the barrier to entry for stock trading is getting higher and higher; you need to understand both the AI ​​hardware supply chain and macro-financial payments. It seems that in this era, if you don't constantly update your knowledge, you won't even be able to keep up with the pace of being a qualified 'retail investor'.

@hisevenih The supply chain is also a crucial element.

@hisevenih Optical interconnects and data transmission are the future.

@hisevenih Huobi community discussions are starting to cover AI supply chain, payment technology, and US stock assets.

@hisevenih InP is indeed underestimated.

@hisevenih Funds are always looking for the next story, but the underlying logic remains the same: in the AI ​​computing power arms race, those selling shovels will always be more stable than those mining. Whoever can control the materials will be the next Nvidia.

@hisevenih AI hotspots are shifting downwards, keep an eye on the optical interconnect sub-sector.

@hisevenih Holy crap, this angle...it's amazing!

@hisevenih InP substrates are indeed a key material in high-speed optical interconnects, and this area has great development potential. With the continuous growth in demand from data centers and cloud computing, the demand for high-speed optical interconnects will further increase. As a fundamental material, InP substrates have a promising market outlook.

@hisevenih It seems like it's getting harder and harder to get all the gossip in the tech world.

@hisevenih This observation portal is quite good.

@hisevenih I rarely notice that the demand for optical communication materials is actually quite elastic.

@hisevenih's analysis is spot on.

@hisevenih The bottleneck of optical interconnects is often overlooked.

@hisevenih I bet nobody's more adventurous than me 🦄🤝 My luck isn't bad, you'll see!

@hisevenih's focus has shifted to the deeper levels of the supply chain.

@hisevenih I'm so lewd 🍝🌞 Anyone want to give a sharp critique of my luck?

@hisevenih I bet nobody's more carefree than me 🧘🫗 My luck isn't bad, you'll see!