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@superhoogie Avatar @superhoogie asymmetricopportunities

asymmetricopportunities posts on X about $5991t, taiwan, $1802tw, $4062t the most. They currently have XXX followers and X posts still getting attention that total X engagements in the last XX hours.

Engagements: X #

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Mentions: X #

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Followers: XXX #

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CreatorRank: undefined #

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Social Influence

Social category influence countries XXXX% finance XXXX% cryptocurrencies XXXX% stocks XXXX%

Social topic influence $5991t 37.5%, taiwan 12.5%, $1802tw 12.5%, $4062t 12.5%, $3037tw 12.5%, if you 12.5%, the first 12.5%, ai 12.5%, movies 12.5%, at least XXXX%

Top accounts mentioned or mentioned by @ayzyzyz @jukan05

Top assets mentioned Stacks (STX) Western Digital Corp (WDC)

Top Social Posts

Top posts by engagements in the last XX hours

"That was the spike in August for Taiwan Glass Industry and its down XX% since those runouts. My understanding is Nittobo supplies XXX% of the T-Glass for CCL that goes into Ibiden and Unimicron substrates. The supply deficit is so large the incremental production from TGI so small that even if TGI gets fully qualified/certified to supply the CCL makers the market is very under supplied and pricing power holds. Back of the envelope sanity check: T-glass is X% of Nvidia GPU BoM. NVDA 2027 revenue expectation is $325Bn with XX% GM COGS =0.25 x $325Bn = $81bn. X% of that is $800mm of T-Glass"
X Link 2025-10-24T04:19Z XXX followers, XXX engagements

"If you missed STX/WDC/SNDK then you should take a hard look at NHK spring (TSE 5991). A company with XX% duopoly share of critical HDD component that is XX% of sales but over XX% of EBIT growing XX% annually generating XX% incremental margins. trading at 14x earnings because investors still view it as an auto-parts company"
X Link 2025-10-25T18:33Z XXX followers, 38.7K engagements

"This bodes very well for NHK spring 5991 earnings on November XX My write up is here:"
X Link 2025-10-31T16:36Z XXX followers, 1010 engagements

"Narrator: IT DID NOT BODE WELL FOR NHK SPRING. MEA CULPA"
X Link 2025-11-20T00:11Z XXX followers, XXX engagements