koolgal
05-27 07:10
🌟🌟🌟NVIDIA relies on $VGT(02476)$ because Shenghong controls the premier intellectual property (IP) and high volume manufacturing lines for High Density Interconnect (HDI) multi layer PCBs.

These PCBs are custom engineered to handle extreme processing velocities, allowing NVIDIA to run its clusters at maximum capacity without experiencing latency bottlenecks.

$NVIDIA(NVDA)$ relies on Shenghong as an essential infrastructure supplier to secure its global component pipelines.

$VGT(02476)$ is a great buy because it ticks the core fundamentals of a great quality stock: Solid revenue, net profit and has pricing power.

@Tiger_comments @Tiger_SG @TigerStars

Kingboard laminate and PCB concept stocks rose sharply due to tight supply and demand and price increase tide
Kingboard Laminates shares jumped 5.45% to 7.07% during the intraday session on May 22, hitting a record high. Driven by the tight supply and demand of copper-clad laminates and the price increase in the industry, Korean PCB manufacturers made unconventional pre-orders, and the delivery cycle was extended. The accumulated price increase of Kingboard exceeds 40%, and the cost transfer ability is strong, which drives the overall strength of the PCB sector.
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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