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@illyquid Avatar @illyquid Illiquid

Illiquid posts on X about singapore, $omse, $amat, bangkok the most. They currently have XXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

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Mentions: XX #

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Followers: XXX #

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CreatorRank: XXXXXXX #

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Social category influence finance XXXXX% stocks XXXXX% countries XXXX% technology brands XXXX% travel destinations XXX% gaming XXXX% currencies XXXX% luxury brands XXXX% fashion brands XXXX% social networks XXXX%

Social topic influence singapore #1527, $omse #1, $amat #52, bangkok #873, shell #767, $9998hk #1, has been #2352, prime minister #1358, $bmel 1.22%, launches XXXX%

Top accounts mentioned or mentioned by @mikefritzell @simeonresearch @chrizc @jadenkore @rubicon59 @finphysnerd @invesquotes @climi48 @simeonresearch_ @investmentideen @iqbalyusuf1994 @thinkfinance999 @benbajarin @bethkindig @thezackzhu @stockmktnewz @gabgrowth @capytalmgmt @kabraxfx @teaparty1234

Top assets mentioned Applied Materials, Inc. (AMAT) Lam Research Corporation (LRCX) POP MART (PMRTY) Intuitive Surgical, Inc. (ISRG) Alphabet Inc Class A (GOOGL)

Top Social Posts #

Top posts by engagements in the last XX hours

"I talked through $omse with a retired Shell engineer over at the orange site"
X Link @illyquid 2025-10-22T11:37Z XXX followers, 3009 engagements

"$omse CEO interview - this is the guy who did the MBO and won the Aramco contract. He's doing well"
X Link @illyquid 2025-10-23T12:16Z XXX followers, 1434 engagements

"Watching $bme.l drop everyday as I dig into it"
X Link @illyquid 2025-08-04T15:34Z XXX followers, XXX engagements

"Just published about a SG construction idea that compares favourably with many Fintwit favourites such as OKP Holdings Soilbuild and Huationg. I would argue that this company has the most visible and resilient growth"
X Link @illyquid 2025-10-06T02:18Z XXX followers, 15.1K engagements

"Wow Im green on all my LVMH buys again"
X Link @illyquid 2025-10-07T14:56Z XXX followers, XXX engagements

"@MikeFritzell If you look further afield to HK/China you have Vertiv / Eaton vs Weyoung; GEV vs Harbin Electric or CQME"
X Link @illyquid 2025-10-13T06:30Z XXX followers, XXX engagements

"Housing Development Board launches 9144 more flats across XX projects. $9998.hk"
X Link @illyquid 2025-10-15T03:30Z XXX followers, XXX engagements

"@Invesquotes *does not expect contraction 🥲"
X Link @illyquid 2025-10-15T05:56Z XXX followers, XXX engagements

"We identified an $amat supplier here and have written it up with @Iqbal_yusuf1994. Coming soon"
X Link @illyquid 2025-10-16T08:31Z XXX followers, 2271 engagements

"Precision engineering includes semicon equipment and their components. It does not include semicons themselves (reported under Electronics) or MRO services (reported under Transport Engineering). See below. FAI refers to capital investment"
X Link @illyquid 2025-10-16T10:29Z XXX followers, XX engagements

"Big contributor to the Precision Engineering number is likely to be $amat who have a large footprint here"
X Link @illyquid 2025-10-16T10:29Z XXX followers, XXX engagements

"GDS series C - looking good for Wasion. $3393.hk"
X Link @illyquid 2025-10-16T15:01Z XXX followers, XXX engagements

"@Beth_Kindig Increased capex too Should lift suppliers $AMAT $LRCX $ASML"
X Link @illyquid 2025-10-16T22:27Z XXX followers, XXX engagements

"@SimeonResearch_ Is doing retail research so easy. Look at this Onitsuka store by contrast"
X Link @illyquid 2025-10-18T10:24Z XXX followers, XXX engagements

"Hard at work - spiting Popmart shorts"
X Link @illyquid 2025-10-20T04:55Z XXX followers, 2716 engagements

"Micron is opening a 7bn HBM packaging facility in Singapore next year which explains the massive capex number Singapore has secured for Electronics in the table below. TBE refers to total business expenditure"
X Link @illyquid 2025-10-20T11:25Z XXX followers, XXX engagements

"A short note on why we think Metasurface Technologies is manufacturing parts for AMAT's Producer platform a versatile workhorse for the likes of Micron Samsung and SK Hynix"
X Link @illyquid 2025-10-21T13:11Z XXX followers, XXX engagements

"@StockMKTNewz Really wild stuff from $goog and $isrg today"
X Link @illyquid 2025-10-21T23:04Z XXX followers, XXX engagements

"$omse listing made the national broadsheet. Guess it is a national champion of sorts and stakeholders will want to see it succeed. CEO wants institutional investors and sounds like he might get them"
X Link @illyquid 2025-10-22T16:52Z XXX followers, XXX engagements

"Sensational Atrium floor speakers made in Bali () Guy in the front was blown away - kept shaking his head in disbelief"
X Link @illyquid 2025-10-24T06:03Z XXX followers, XXX engagements

"@GabGrowth Whats driving the recent Sea selloff They made some noise about investing in AI to hit a MC target"
X Link @illyquid 2025-10-24T22:51Z XXX followers, XX engagements

"Will be meeting the company and its associate at a trade show in Singapore in two weeks"
X Link @illyquid 2025-10-18T10:17Z XXX followers, 1411 engagements

"Walking through Emsphere one gets the sense that Bangkok consumerism is closing the gap with Korea"
X Link @illyquid 2025-10-19T06:48Z XXX followers, XXX engagements

"Singapore precision engineering firms are getting qualified to capitalise on increased aerospace manufacturing in the next 5-10 years"
X Link @illyquid 2025-10-20T06:04Z XXX followers, XXX engagements

"$psix weakness in sympathy with $cyd Yuchai directors detained by authorities in China"
X Link @illyquid 2025-10-20T15:55Z XXX followers, 1278 engagements

"$wha.bk proposed a spin off of its industrial real estate business earlier this year and the stock has been punished ever since. Asian investors seem to really dislike this - see centurion down to NAV levels now"
X Link @illyquid 2025-10-21T01:17Z XXX followers, XXX engagements

"I'm glad people like the idea "
X Link @illyquid 2025-10-21T02:06Z XXX followers, 1453 engagements

"Filing this in the alts folder together with Pokemon cards"
X Link @illyquid 2025-10-24T03:46Z XXX followers, XXX engagements

"This was one of two great retail buys I made during Covid. The other one was Simon Property Group. Looking forward to reacquainting myself with this co"
X Link @illyquid 2025-10-12T05:29Z XXX followers, 5321 engagements

"The second precision engineering idea is also getting qualified for aerospace customers. Unlike the first idea they have a solid marine business already so the trends they are riding look like the chart below. I believe it is a X p/e valuation under book value"
X Link @illyquid 2025-10-16T22:19Z XXX followers, XXX engagements

"They published their Annual Report today and it seems I may have underestimated their order book by up to S$ 151m so its actually closer to $773m. Good problem to have"
X Link @illyquid 2025-10-17T11:40Z XXX followers, 3196 engagements

"One Bangkok is home to the worlds largest Swatch store. Not exactly bustling though"
X Link @illyquid 2025-10-18T07:06Z XXX followers, 1131 engagements

"@capytalmgmt Deployed into matcha cafes in Bangkok"
X Link @illyquid 2025-10-18T07:48Z XXX followers, XXX engagements

"@KabraxFX @SimeonResearch_ Going paid has made me work harder than ever and is the best thing I have done for myself. I have offered discounts to people for whom XXX a year is life changing and no one has taken the offer"
X Link @illyquid 2025-10-22T21:59Z XXX followers, XX engagements

"@TeaParty_1234 Don't follow either closely but why wouldn't you own a South Korean bank for that price See Shinhan Financial"
X Link @illyquid 2025-10-23T01:59Z XXX followers, XXX engagements

"DBS Singapore 2040 report is worth a read if you are interested in the market. Spells out where the liquidity is coming from speaks to themes like construction and precision engineering and calls out a few fintwit picks like Nam Cheong Marco Polo and Beng Kuan"
X Link @illyquid 2025-10-23T05:17Z XXX followers, XXX engagements

"The Kwan Yong thesis in a nutshell"
X Link @illyquid 2025-10-23T05:22Z XXX followers, XXX engagements

"The market cap of Counter-Strike X cosmetics was 5.9bn. Valve's latest update allowed you to exchange five fewer skins for a rarer skin devaluing the market by 1.7bn. Valve appears to have done this to grow the lower end of the market. They do not profit off the high end because transactions above 2k apparently take place on the grey market"
X Link @illyquid 2025-10-24T03:45Z XXX followers, XXX engagements

"Broadcom has a special place because it was the first stock I ever bought with 5k loaned from my dad. XX dollars back then"
X Link @illyquid 2025-10-24T07:39Z XXX followers, XXX engagements

"$9998.hk paywall has been removed as promised. It still trades at LTM PE of X with $93.7m in cash and XX% more revenue recognised in this financial year. Can't really buy alot of it but it was a nice XX% win. New domain is also now live"
X Link @illyquid 2025-10-24T08:18Z XXX followers, 8074 engagements

"@Kajiastic @amitisinvesting Lots of interesting Singapore companies to invest in :)"
X Link @illyquid 2025-10-24T17:19Z XXX followers, XXX engagements

"In Thai weddings each family invites a respected guest of honour who will deliver a speech even if they do not know the couple. This affords a remarkable flexing opportunity. Last weekend the bride invited a Japanese car CEO and the groom duly invited the Prime Minister"
X Link @illyquid 2025-10-24T23:53Z XXX followers, XXX engagements

"This is how on day X in Bangkok I wound up in the same room as the Prime Minister"
X Link @illyquid 2025-10-24T23:55Z XXX followers, XXX engagements

"@RihardJarc This is what drew me to It has a stake in a Hitachi JV that is slept on"
X Link @illyquid 2025-10-16T21:12Z XXX followers, XXX engagements

"Prysmian is providing the cables for hydropower from Sarawak to Singapore $pry"
X Link @illyquid 2025-10-17T05:12Z XXX followers, XXX engagements

"Shell engineer has come back with answers to some reader questions re $omse X. Why isn't Aramco also a big customer for the wellhead and X-mas tree segment These are highly engineered customised products (read: sticky) Had to draw this point out - Aramco might be supplied by Baker Hughes / Cactus Wellhead (n.b. trading at ev/ebitda close to 7) who also have a facility in Dammam. X. Are the connection pipes being used by Aramco for both oil and gas OMS speciality connector and pipes are used for well construction. Looks appropriate for both oil and gas"
X Link @illyquid 2025-10-23T02:16Z XXX followers, XXX engagements

"Centurion is called out here"
X Link @illyquid 2025-10-23T05:24Z XXX followers, XXX engagements

"$omse is led by a Malaysian CEO named Hock Where do we sign up"
X Link @illyquid 2025-10-24T07:35Z XXX followers, XXX engagements

"@climi48 Crazy to sell at XXXX imo"
X Link @illyquid 2025-10-24T09:29Z XXX followers, XXX engagements

"Graduated to niche bangers - trying SEA content and wild alternative investments"
X Link @illyquid 2025-10-25T00:54Z XXX followers, XXX engagements