# Nvda

> Markdown twin of https://roboterminal.app/companies/nvda · https://roboterminal.app/companies/nvda.md

## On shared sources

- [Applied Optoelectronics](https://roboterminal.app/companies/applied-optoelectronics) (1)
- [Lumentum](https://roboterminal.app/companies/lumentum) (1)
- [Micron](https://roboterminal.app/companies/micron) (1)
- [NVIDIA](https://roboterminal.app/companies/nvidia) (1)
- [Tesla](https://roboterminal.app/companies/tesla) (1)

## Pulse

- [@pequityresearch on X](https://x.com/pequityresearch/status/2104737674439295027)
  Nice sector timeline visuals from @outerninth showing where each technology is currently at and its market opportunity. Still early CPO, AI power semiconductors, and humanoids. $MU $SNDK $TSLA $NVDA $…

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Source: Roboterminal · https://roboterminal.app/companies/nvda.md