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My supply chain check shows that it's Celestica that will likely win the Open AI ASIC project.

GB200 NVL72 Blackwell cabinets lowered from 50,000 – 80,000 to 25,000 – 35,000 units.

這個版本更精準 阿姨的內容 

25- 50 萬美元的 GOOGL 看漲期權x 50 exp Jan 16, 2026 at 150

25 - 50 萬美元的 #AMZN 看漲期權 x 50 exp Jan 16, 2026 at 150

25 - 50 萬美元的 #NVDA 看漲期權 exp Jan 16, 2026 at 80

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