The analyst is long Tower Semiconductor (TSEM) and SOI, expecting a huge catalyst for Tower Semi due to Nvidia collaboration and new photonic architecture.
Nvidia's GTC catalyst on new photonic related architecture and direct collaboration with Tower Semi to scale 1.6T.
Wow, $TSEM up 10%+ today. Good times, should have made this one of my largest positions in hindsight back in March. Foundries like $GFS and $INTC have been going brrr lately. https://t.co/m5KVJ8vOAS
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