Google Cloud Next conference on April 22

Google I/O conference on May 19 is the most important industry catalyst in the near term.

Google's TPU demand for 2027 has been significantly revised up from 6.5 million units to 10 million units, potentially reaching 35 million units in 2028. This directly drives OCS demand to jump from 17,000-18,000 units this year to about 50,000 in 2027 and about 150,000 in 2028.

NVIDIA recently invested approximately $2 billion each in Marvell, Lumentum, and Coherent. The core purpose is to secure future capacity for optical chips and lasers, preventing supply chain bottlenecks.

Regarding fiber optic prices, the spot price for domestic G652D bare fiber reached 83.4 yuan/core-km in March 2026, surging 418% year-on-year, with a cumulative increase of over 400%, breaking previous highs. The price surge has spread to Europe. On the supply side, DSP and EML chip capacity is constrained by TSMC's advanced packaging being skewed towards GPUs, and the shortage situation cannot be fundamentally changed in the short term.

🧚🏻‍♀️🧚🏻‍♀️🧚🏻‍♀️🧚🏻‍♀️🧚🏻‍♀️🧚🏻‍♀️🧚🏻‍♀️🧚🏻‍♀️🧚🏻‍♀️

The good thing about my state these past two days is... I'm not staring at the K-line anymore, I'm watching the market less.

Actually summarized my trading on Saturday, and then decided to hold a number for the long term?

Hahaha also wrote a review and plan... integrating knowledge and action, huh.

My A-share position was also increased yesterday🌝

Life is just thirty thousand days, borrowing a body.

Situation changes with the mind, one thought flowers bloom, one thought flowers fall.

One thought let go, one thought reborn, complete freedom.

Lately, I've been looking at less useless information, including various group chats.

Besides work, I should read more psychology books first📖📚

Only after achieving inner consistency do I feel I have the capacity to experience a better life.

INFJ🥹 Matcha green old man.

A lot of current thinking patterns are too draining.

Bubbles come from grand narratives.

Consumerism like houses and cars accelerates one's own entropy increase.

Need to cultivate extremely strong willpower/belief/sense of awareness.

Philosophical adversity quotient, inner order to fight against the world's entropy increase.

$Lumentum(LITE.US)

$Tradr 2X Long Lite Daily ETF(LITX.US)

$Direxion Daily MU Bull 2X Shares(MUU.US)