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@Minnvestor "Correction: this should say XX% of my stock portfolio: XXX% $AVGO XXX% $GOOGL XXX% $MRVL XXX% Alchip XXX% Global Unichip XXX% $AMD"
@Minnvestor on X 2025-07-25 20:30:54 UTC 1459 followers, XXX engagements

"@aktieblogg I don't know much about Japan's markets in a broad sense but I've got my eye on a few Japanese companies for their technology namely Advantest Lasertec Socionext"
@Minnvestor on X 2025-07-04 15:17:46 UTC 1456 followers, XXX engagements

"Recurring revenue lower risk. Just different risk. For example $NET is great but could be flat for years. Whereas a company like Alchip w similar growth isn't overvalued but has cyclical and geopolitical risks Either way buying high growth = assuming a risk. No free rides"
@Minnvestor on X 2025-07-27 16:20:45 UTC 1456 followers, XXX engagements

"The rightmost column shows the method to my madness comparing raw metrics vs. my allocation. This reveals my personal weighting toward higher conviction holdings $GOOGL $MSFT $CDNS $KLAC vs. lower conviction $NET $IOT $ASX $CELH"
@Minnvestor on X 2025-07-09 00:44:55 UTC 1457 followers, 1110 engagements

"Top US tech stocks with LT annual EPS growth estimates above XX% by operating margin: XX% $NVDA Nvidia XX% $FICO FICO XX% $ANET Arista Networks XX% $KLAC KLA XX% $OLED Universal Display Corp XX% $AVGO Broadcom XX% $RMBS Rambus XX% $FSLR First Solar"
@Minnvestor on X 2025-06-26 06:23:57 UTC 1460 followers, XXX engagements

"Before a single transistor is etched semiconductors need a blueprint. These companies supply the tools and IP behind every modern chip design $CDNS $SNPS $RMBS"
@Minnvestor on X 2025-07-26 12:36:00 UTC 1456 followers, XXX engagements

"@firstadopter Are we not This doesn't look very different from Boston Dynamics videos (at least to the untrained eye)"
@Minnvestor on X 2025-07-25 21:32:03 UTC 1460 followers, XX engagements

"Time to take a second look at $AMD @davey_juice"
@Minnvestor on X 2025-07-28 01:05:31 UTC 1456 followers, XXX engagements

"The one and only @dylan522p via @IanCutress said as package size grows panel-level processing is needed to maintain cost effective scaling. Oblong panels offer superior area utilization vs. 300mm wafers. Names to watch: $KLAC $ASX $GLW $BESI.AS $NVMI $ONTO $CAMT $SMHN.DE"
@Minnvestor on X 2025-06-24 23:57:00 UTC 1460 followers, XXX engagements

"@nav09284172 $CAMT (and $ONTO) are good companies and I like the back end panel play. But neither have the forward EPS growth forecast I'm looking for and I own plenty of semicaps already including their biggest competitor $KLAC"
@Minnvestor on X 2025-07-08 23:04:31 UTC 1460 followers, XXX engagements

"$NET $NOW $PANW are high quality companies but I couldn't get comfortable holding at these valuations. Too well known too crowded. Sold them and bought: - ASIC design: $MRVL - Data center: $ANET $AMD* $ALAB* - Pure growth: $FSLR $IOT * = new position"
@Minnvestor on X 2025-07-18 19:04:48 UTC 1460 followers, XXX engagements

"Companies that lead in their niche will benefit most as AI becomes a normalized part of life. My money's on these being winners well into the future: $NVDA $MSFT $AMZN $WDAY $IOT $ALAB"
@Minnvestor on X 2025-07-27 13:27:00 UTC 1456 followers, 1393 engagements

"P/S of US large caps with the best performance this week: XX $APP AppLovin XX $COIN Coinbase XX $DOCS Doximity XX $PLTR Palantir XX $ALAB Astera Labs XX $AXON Axon XX $TSLA Tesla XX $HOOD Robinhood"
@Minnvestor on X 2024-11-08 16:35:18 UTC 1456 followers, 1590 engagements

"Other potential AI plays in France: Cabling: $RXL.PA $NEX.PA $PRY.MI Construction: $DG.PA $EN.PA $FGR.PA Building materials: $NK.PA Advanced materials: $SOI.PA Telecom & cloud: $ORA.PA REITs: $ICAD.PA $DLR $EQIX $KDDIY"
@Minnvestor on X 2025-06-15 15:06:43 UTC 1456 followers, XXX engagements

"Photonics are to copper what cable was to dial-up Companies I own powering this optical data transformation: $AVGO $APH $ANET $FN $HIMX $MPWR"
@Minnvestor on X 2025-07-13 12:05:00 UTC 1460 followers, 1142 engagements

"Power semiconductor and EV charging adjacent stocks are having a moment. June performance so far: +63% $NVTS Navitas +51% $PLUG Plug Power +29% $AEHR Aehr Test Systems +29% $ACLS Axcelis +22% $INDI Indie +16% $SEDG SolarEdge +10% $MPWR Monolithic Power +10% $ENPH Enphase"
@Minnvestor on X 2025-06-10 16:59:31 UTC 1456 followers, 1674 engagements

"In our latest spaces Davey asked why own any chip stocks other than NVDA TSM and ALAB Valid question. Here are XX other semiconductor companies with similar or better growth forecasts @davey_juice $SITM $MU $MRVL $BESI.AS $SLAB"
@Minnvestor on X 2025-07-15 17:48:00 UTC 1456 followers, XXX engagements

"I've been thinking about Lasertec (6920.T) the only maker of actinic EUV-mask inspection tools. Big upside depends on Intel & Samsung rolling out High NA over the next 5Y as TSMC holds off. Otherwise it's a higher beta $ASML which I already own. I'll wait for the cue from $TSM"
@Minnvestor on X 2025-07-07 19:24:19 UTC 1456 followers, XXX engagements

"Semiconductor companies with the lowest debt to free cash flow: XXXX $NVEC NVE XXXX $LSCC Lattice XXXX $PLAB Photronics XXXX $RMBS Rambus XXXX $ACLS Axcelis XXXX $DIOD Diodes XXXX $TER Teradyne XXXX $AMBA Ambarella XXXX $KLIC Kulicke and Soffa XXXX $MRAM Everspin XXXX $COHU Cohu"
@Minnvestor on X 2024-01-14 00:10:22 UTC 1456 followers, 1083 engagements

"Watching: $TSM TSMC $ASX ASE $3661.TW Alchip $3529.TWO eMemory $5274.TWO Aspeed $HIMX Himax"
@Minnvestor on X 2025-06-28 01:14:53 UTC 1456 followers, XXX engagements

"4/5 For semicaps my focus is best of breed niche players. $ASM.AS for multilayering $BESI.AS for advanced packaging and $ATEYY for test. All large caps Sold $AEHR and $ACLS because small cap cyclicals no longer fit the criteria. Also sold $AMAT a slower growing generalist"
@Minnvestor on X 2025-07-08 21:34:43 UTC 1459 followers, XXX engagements

"Jensen Huang said France's surplus nuclear energy uniquely positions the country for Europe's AI build out "Instead of exporting energy you could export AI""
@Minnvestor on X 2025-06-13 04:18:53 UTC 1456 followers, XXX engagements

"2/5 Brief commentary on my changes by industry. For software and IT I wasn't capturing the full value chain. But buying the leaders is expensive So I'm tiptoeing into $NOW $PANW $NET Sold $ADBE & $FTNT. Great companies but slower growers. $GOOGL $MSFT is intentional"
@Minnvestor on X 2025-07-08 21:34:41 UTC 1459 followers, XXX engagements

"Salesforce may be good but the best "Nothing Ever Happens" play is Taiwan and it's not even close"
@Minnvestor on X 2025-06-28 01:06:24 UTC 1456 followers, XXX engagements

"Semiconductor designers with the highest 5Y ROIC: XXXX% $NVDA Nvidia XXXX% $TXN Texas Instruments XXXX% $QCOM Qualcomm XXXX% $NVEC NVE XXXX% $MPWR MPS XXXX% $SIMO Silicon Motion XXXX% $HIMX Himax XXXX% $LSCC Lattice XXXX% $STM STMicro XXXX% $ON Onsemi XXXX% $CRUS Cirrus Logic"
@Minnvestor on X 2025-07-24 17:35:42 UTC 1459 followers, XXX engagements

"My best "buy the dip" stocks in the past year have been: $AVGO Broadcom $IES IES $HIMX Himax $ACLS Axcelis All up around XX% for me. I'm going to post a quick write up each one to decide if it's time to trim hold or add more"
@Minnvestor on X 2025-06-12 20:30:27 UTC 1458 followers, 1812 engagements

"Advanced packaging is set to drive gains in chip performance for decades which is why I own a basket of companies at the center of this shift: $ASX $TSM $BESI.AS $KLAC $ASM.AS $ATEYY"
@Minnvestor on X 2025-07-11 18:52:00 UTC 1456 followers, XXX engagements

"Annual portfolio refresh with a new rules-based mix of innovation leaders. Top line growth quality focus and GARP but emphasis on growth. Average fwd P/E XX future LT EPS CAGR 24%. DYOR. Details below 🧵 New adds: $MELI $RMBS $ASX $NOW $APH $WDAY $PANW $NET $ATEYY $IOT $FN"
@Minnvestor on X 2025-07-08 21:34:40 UTC 1456 followers, 2875 engagements

"Companies that need more compute including hyperscalers are moving from general-purpose chips to custom silicon. I own several leaders in this space: $AVGO $MRVL $GOOGL $AMD"
@Minnvestor on X 2025-07-21 00:02:00 UTC 1459 followers, 1281 engagements

"This infographic from King Yuan (a Taiwanese OSAT) does a good job showing the back-end steps in #semiconductor manufacturing. I added labels to show the overall stages of the process:"
@Minnvestor on X 2025-07-15 21:48:00 UTC 1459 followers, XXX engagements

"Potential AI beneficiaries based in France: $SU.PA Schneider - power & cooling $LR.PA Legrand - data center hardware $OVH.PA OVHcloud - cloud infra $CAP.PA Capgemini - AI consulting $DSY.PA Dassault - digital twins"
@Minnvestor on X 2025-06-13 04:18:53 UTC 1456 followers, XXX engagements

"@Beth_Kindig Love how $AVGO is positioned providing custom silicon-as-a-service to hyperscalers"
@Minnvestor on X 2025-07-19 16:40:02 UTC 1459 followers, XXX engagements

"$VSH is underfollowed but may be worth your attention Under new leadership Vishay announced capacity expansion plans took share from Infineon for Nvidia AI servers and saw several insider buys. Their target sales CAGR of 9-11% may not impress you but their planned FCF might:"
@Minnvestor on X 2025-06-12 18:52:08 UTC 1459 followers, XXX engagements

"3/5 My theory on semis is this train doesn't stop until generative AI video is quick and easy. $AVGO $MPWR and Alchip for ASICs $RMBS for IP $ASX for advanced packaging $HIMX for COUPE Sold $NVEC nifty local company and dividend ballast but no longer fits the criteria"
@Minnvestor on X 2025-07-08 21:34:42 UTC 1459 followers, XXX engagements