Are $CRDO and $BE getting hit by the exact same mega-cap customer? One provide… · @Hodl5x · TwKit

@Hodl5x

Are $CRDO and $BE getting hit by the exact same mega-cap customer? One provides AEC/optics for GPU interconnects, the other powers the data centers. Synchronized sell-off screams one thing: a major AI cluster deployment just got delayed.

曝光 73 · 评论 0 · 点赞 0 · 书签 0