Post
叮当 Doraemon
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The semiconductor ETF portfolio of $AMZN is very likely to end up being more attractive than what $NVDA holds……
Three days ago, Amazon signed a $49.8 million private placement investment, injecting funds into PCB manufacturer Gold Circuit Electronics (2368). So now Amazon’s stake/ warrants include:
- $AAOI
- Alchip
- $MRVL (Celestial)
- $ALAB
- $CRDO
- $JBL
- $FLEX
- $STM
- $CBRS
- $GNRC
- $FN
- TD SYNNEX
- $QCOM
- Gold Circuit Electronics
and others……
If you look specifically at GCE’s private investment amount in the context of the deal, it is equivalent to 0.36% of the company…… financially it’s a bit small, but strategically it’s meaningful,
In particular, there are claims that GCE provides ASIC server PCBs to the four largest hyperscale CSPs……
- $AAOI
- Alchip
- $MRVL (Celestial)
- $ALAB
- $CRDO
- $JBL
- $FLEX
- $STM
- $CBRS
- $GNRC
- $FN
- TD SYNNEX
- $QCOM
- Gold Circuit Electronics
and others……
If you look specifically at GCE’s private investment amount in the context of the deal, it is equivalent to 0.36% of the company…… financially it’s a bit small, but strategically it’s meaningful,
In particular, there are claims that GCE provides ASIC server PCBs to the four largest hyperscale CSPs……
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