原文：

原文：
Bro, $AMZN semi ETF portfolio is probably going to end up more compelling than what $NVDA owns...

Today Amazon signed a $49.8M private placement into PCB maker Gold Circuit Electronics (2368). So now Amazon has ownership/warrants in:

- $AAOI
- Alchip
- $MRVL (Celestial)
- $ALAB
- $CRDO
- $JBL
- $FLEX
- $STM
- $CBRS
- $GNRC
- $FN
- TD SYNNEX
- $QCOM
- Gold Circuit Electronics

And others..

If we look at the private placement amount for GCE in speciifc, it's like .36% of the company... Kinda small financially, meaningful strategically. Esp. since there were claims that GCE supplies ASIC-server PCBs to the four major hyperscaler CSPs...

Regardless it's pretty funny to see Amazon to Nvidia start to own all the worlds leading companies.

Since Amazon has exposure to the entire supply chain like PCBs now, optical fabric with Celestial, lasers with $AAOI, assembly from $FN to $JBL, ASIC partners like $QCOM / ALchip.

翻译：
兄弟，$AMZN 半导体ETF组合可能最终比$NVDA的更具吸引力...

今天亚马逊向PCB制造商 Gold Circuit Electronics (2368) 进行了一笔 4980 万美元的私募。于是亚马逊现在拥有以下股份/认股权：

- $AAOI
- Alchip
- $MRVL (Celestial)
- $ALAB
- $CRDO
- $JBL
- $FLEX
- $STM
- $CBRS
- $GNRC
- $FN
- TD SYNNEX
- $QCOM
- Gold Circuit Electronics

以及其他...

如果具体看 GCE 的私募金额，仅占公司约 0.36%……在财务上虽小，但在战略上意义重大。尤其是因为有人称 GCE 为四大超大规模云服务提供商提供 ASIC‑服务器 PCB...

不管怎么说，看到亚马逊开始拥有所有全球领先公司的情况，真是有趣。

因为亚马逊现在已经涉及整个供应链，如 PCB、Celestial 的光学织物、$AAOI 的激光、从 $FN 到 $JBL 的组装、以及 $QCOM / Alchip 等 ASIC 合作伙伴。