KawzInvests 🦑 (@KawzInvests)
@KawzInvests
Research-focused. Photonics. AI. Defense. Tech. Space.
Optic Supercycle.
Not financial advice
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$NVDA Vera CPU partner list from GTC Taipei.
Early Adopters: OpenAI, Anthropic, SpaceXAI
Cloud: $NBIS $ORCL $CRWV
Manufacturing: $DELL $HPE $SMCI $SNX
Taiwan ODMs: Foxconn, Quanta, Wiwynn, Wistron, Gigabyte, ASUS, Compal, Pegatron, Inventec, MSI
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$NOK insider buying is going vertical.
In the last 30 days:
> Konstanty Owczarek bought $500K at $15.35 on May 22
> Konstanty Owczarek bought $598K AGAIN at $15.99 on May 26
> CEO Justin Hotard bought €772K at €9.15 on April 28
> Board member Timo Ihamuotila bought €454K the same day
> Four senior managers bought May 15
Seven insiders. $2.5M+ of personal capital. Stock already doubled YTD and they kept buying higher.
Nobody is waiting for a pullback.
$NOK $NVDA $CIEN
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