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Open original source ↗@Jornka329996 Are you high, I posted about $XFAB this week.
Their silicon photonics platform with $NVDA and $NOK scales h2 2027 / 2028.
I think it’s a heavily derisked precommercial long that looks like the next $TSEM. With upside from SiC/GaN.
Just needs time.