01AI industry expands from model wars to ecosystem and political battles; Meta and Amazon's AI agent controversy reflects future …
02Strong FOMO sentiment persists, but buying is highly concentrated. Individual stock gains have missed expectations, and funds have shifted to a net outflow.
03NVIDIA acts as the AI industry's central bank, building the ecosystem through startup investments and financing support, yet risks accumulate behind the scenes.
01Broadcom AI Chip Surge: Broadcom AI Semiconductor revenue grew 221% YoY, with the market expected to reach ~$7.1B by 2028 and potential demand from six customers nearing 30GW.
02Nvidia Revenue Growth Accelerates: Nvidia quarterly revenue hit $96.2B, up 106% YoY; 70% growth projected for 2027, emphasizing supply constraints rather than demand ceilings.
EP.72 AI Evolves into the Strongest Hacker: Doomsday or a Century's Opportunity for Cybersecurity Companies?
Mentioned Assets
NIMNIMNeutral
01What IEO Sees EP72 Analysis
Original Title: EP.72 AI Evolves into the Ultimate
0224 06:15 Source: proofread_cache 逐字稿長度： 5487 字
Sources: GooayeAI · Haojiao Macro Brief · IEObserve · For reference only
09.5
KOL Watch
12New
8Tickers
4Stance flips
0Divergence
Today's Changes
Stance flips
Divergence
No flips or divergence today
Showing 8 tickers · 12 mentions
NVDABulls dominate · 2 KOLs · 2 bull / 0 bear
@aleabitoredditNeutral
So update from
$LITE
+ Win Semi ( $SIVE ) foundry:
Lumentum in a meeting with Stifel at ECOC 2026 stated:
-
$NVDA
Spectrum-6 CPO UHP demands increased materially.
- NPO as larger than CPO, with multi-wavelength external lasers lifting ASPs (Sivers offers multi wave length
AI read｜Mentioned in the context of increasing demand for its Spectrum-6 CPO UHP products.
- IonQ
$IONQ
announced that its Superion 256 will be deployed at the NVIDIA
$NVDA
Accelerated Quantum Research Center, or NVAQC, becoming the center's first on-premise QPU deployment.
- Superion 256 will be directly connected to an NVIDIA (
$NVDA
) GB200 NVL72 system through
AI read｜The company is integrating its hardware with IonQ's quantum technology in a major research center.
So update from
$LITE
+ Win Semi ( $SIVE ) foundry:
Lumentum in a meeting with Stifel at ECOC 2026 stated:
-
$NVDA
Spectrum-6 CPO UHP demands increased materially.
- NPO as larger than CPO, with multi-wavelength external lasers lifting ASPs (Sivers offers multi wave length
AI read｜The company is positioned to benefit from multi-wavelength external laser demand.
- China conducting audit of
$AVGO
equipment amid domestic AI chip advancement efforts
- Potential regulatory scrutiny tied to US export controls on advanced semiconductors
- Move reflects broader tension between Chinese AI infrastructure development and US technology restrictions
AI read｜Regulatory scrutiny and audits related to export controls pose a risk to the company's operations.
I’ve actually entered positions in many tiny Korean companies recently…
That actively supply memory, test, machines, etc. to
$MU
,
$SKHY
, Samsung, and others like
$SMTC
+ US companies.
It’s pretty interesting what you find in the $30-$250m range for optical components, CPUs,
AI read｜The author is actively taking positions in the supply chain related to memory.
I’ve actually entered positions in many tiny Korean companies recently…
That actively supply memory, test, machines, etc. to
$MU
,
$SKHY
, Samsung, and others like
$SMTC
+ US companies.
It’s pretty interesting what you find in the $30-$250m range for optical components, CPUs,
AI read｜The author is actively taking positions in the supply chain related to SK Hynix.
-
$MRVL
is demonstrating a 102.4 Tbps CPO platform at ECOC, using 200G/lane silicon photonics, 6.4 Tbps optical engines, and detachable ELSFPs.
- The platform directly targets the reach and power limitations of copper as AI scale-up networks expand.
>
$MRVL
is moving beyond
AI read｜The company is demonstrating advanced CPO technology to address AI scaling challenges.
So update from
$LITE
+ Win Semi ( $SIVE ) foundry:
Lumentum in a meeting with Stifel at ECOC 2026 stated:
-
$NVDA
Spectrum-6 CPO UHP demands increased materially.
- NPO as larger than CPO, with multi-wavelength external lasers lifting ASPs (Sivers offers multi wave length
AI read｜The company is reporting increased demand for high-performance products in the CPO space.
Data via CNN F&G + yfinance + TWSE API · Delay ≤15 min · For reference only, not investment advice
13
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