大宇投资笔记
2026.02.07 01:22

The ones selling shovels are indeed making money

NVIDIA's one-day gain is close to 8%

Strong!

$NVIDIA(NVDA.US)$Taiwan Semiconductor(TSM.US)

LongPort - 大宇投资笔记
大宇投资笔记

The capex spending of the giants is really huge.

The revenue of the chip industry is going to rise again.

Those selling shovels are doing great!$NVIDIA(NVDA.US)$Taiwan Semiconductor(TSM.US)

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