quote: Mizuho CoWoS/GPU #'s Qtrly call, 8/14: $NVDA, $DELL, $SMCI, $AVGO, $CRDO, $TSM, $AMKR https://x.com/sean_________

quote: Mizuho CoWoS/GPU #'s Qtrly call, 8/14: $NVDA, $DELL, $SMCI, $AVGO, $CRDO, $TSM, $AMKR https://x.com/sean_________ | Hanami

quote: Mizuho CoWoS/GPU #'s Qtrly call, 8/14: $NVDA, $DELL, $SMCI, $AVGO, $CRDO, $TSM, $AMKR https://x.com/sean_________/status/2054191505699471573 | Mizuho CoWoS slides (1/2): $NVDA, $AVGO, $DELL: