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“The optical-component makers Nvidia is reshaping its supply chain around are being scaled up years in advance to connect future AI systems with light.”
Source
Dwarkesh PodcastYouTube“Jensen Huang – Will Nvidia’s moat persist?”12:02
“the investments that we've done with Lumentum and Coherent and all of the silicon photonics ecosystem, the last several years, we really reshaped the ecosystem and the supply chain, silicon photonics.”
Performance
Entry$807.39
Current$728.32
Since call-9.79%
Confidence72%
How this was scored
Entry$807.39Apr 15, 2026 · 16:42 UTC · paste.trade
Resolution$728.32Jul 3, 2026 · 13:33 UTC · resolve-claims-cron
Horizonnot specifiedparsed as default-30d
Verdict bandWIN ≥ +2% · LOSS ≤ −2%
ResolvedJul 3, 2026 · 13:33 UTC
Prices are point-in-time snapshots from the named provider. The verdict compares the return since entry against the band above.