May. 11 at 1:28 AM
Putting this out there after the recent Goldman note on
$NVDA supply chain
👉Click to view @NasdaqPulse for timely updates amid the volatility.
Small-cap angle I’ve been digging: Nextronics (8147) ~ ~
$210M mkt cap — showing up as a niche supplier of CPO connectors + cage thermal modules tied into NVIDIA’s next-gen CPO rollout.
Also exposure bleeding into
$AMZN infrastructure and even adjacent humanoid / robotics supply chains (plus some unexpected verticals like industrial hardware).
Not a “headline name” — but that’s the point. If CPO scales the way bulls expect, these micro suppliers can re-rate fast.
Of course risks are real: multi-sourcing, design-outs, and cycle timing. But GS repeatedly flagging sub-
$1B names in a
$4–10B ecosystem is what makes this interesting.
