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@illyquid Avatar @illyquid Illiquid

Illiquid posts on X about $5991t, $lite, ai, $ats the most. They currently have XXXXX 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: XXXXX #

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CreatorRank: XXXXXXX #

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Social Influence

Social category influence stocks XXXX% countries XXXX% technology brands XXXX% cryptocurrencies XXXX% currencies XXXX% finance XXXX% automotive brands XXXX% exchanges XXXX% travel destinations XXXX%

Social topic influence $5991t #1, $lite #39, ai 3.95%, $ats #6, $aixa #4, japan 3.95%, target 2.63%, euro #1299, $pry #2, $asml XXXX%

Top accounts mentioned or mentioned by @stfbutnou @beelicapital @iqbalyusuf1994 @thebeingintime @simeonresearch_ @teaparty1234 @alexkehr @viggykrishnan @zijingwu @meetshahms @iqbalyusuf1994s @cruxcapital @joeytoughknukle @gavinsbaker @jukan05 @traits00 @blondesnmoney @stockreveal @uzocapital @pmgdeep1

Top assets mentioned Lumentum Holdings Inc. Common Stock (LITE) Alltoscan (ATS) Credo Technology Group Holding Ltd Ordinary Shares (CRDO) Suncor Energy, Inc. (SU) Applied Materials, Inc. (AMAT) Taiwan Semiconductor (TSM) Marvell Technology Inc (MRVL) Coherent Inc (COHR) DigitalBridge Group, Inc. (DBRG) Pure Storage, Inc. (PSTG) Micron Technology, Inc. (MU) Alphabet Inc Class A (GOOGL) American Eagle Outfitters (AEO) Victoria's Secret & Co. (VSCO) Bloom Energy Corporation (BE)

Top Social Posts

Top posts by engagements in the last XX hours

"230k views XX comments no right guesses yet this company is a part of an oligopoly in an essential part of the value chain. 340+ days into 2025 and opps like this still exist. This is why we dive into the supply chain"
X Link 2025-12-09T21:02Z 2490 followers, 19.1K engagements

"Free to read - we circulated Iqbal's write up on AT&S this morning. Remarkably @Iqbal_yusuf1994 timed the bottom and the stock is now up 24%. $ats His price target is XX Euro"
X Link 2025-11-30T02:39Z 2560 followers, 9446 engagements

"Am surprised this outperformed the OpenAI / AMD complex last week. They did say they are qualifying other large customers in Malaysia though. $ats"
X Link 2025-11-30T15:35Z 2560 followers, 2022 engagements

"$su - Schneider Electric already trains 10000 electricians a year globally and is looking to boost that figure. Data centers now account for a quarter of revenues at the company. If we wait for everybody to go to a training college and do a four-year diploma and all of that its going to be impossible. Were looking at even those that have skipped this education and worked at their uncles place he said. Schneiders training center in Johannesburg for example is offering internationally recognized certifications in coordination with local authorities. On-the-job experience rather than formal"
X Link 2025-12-10T07:37Z 2560 followers, 3735 engagements

"Prysmian is providing the cables for hydropower from Sarawak to Singapore $pry"
X Link 2025-10-17T05:12Z 2543 followers, 1209 engagements

"Very helpful stuff at the Prysmian booth today. $pry. Also fortuitously sat next to a cable expert for thirty mins"
X Link 2025-10-28T14:33Z 2544 followers, XXX engagements

"Should have occured to me that Japanese car industry was in trouble and that NHK Spring would suffer. Dropped the ball on this one. :("
X Link 2025-11-12T08:47Z 2528 followers, 6319 engagements

"Infineon increases 2026 revenue forecast by EUR 500m. $aixa up 8%"
X Link 2025-11-12T09:54Z 2529 followers, 2435 engagements

"NHK Spring needs to pull itself together and take advantage"
X Link 2025-11-24T03:05Z 2528 followers, 8869 engagements

"@Iqbal_yusuf1994s draft write up was circulated last week and now its up 15%. Guy cant miss. $ats"
X Link 2025-11-26T14:37Z 2498 followers, XXX engagements

"$amat and $asml recognised by $tsm as excellent suppliers. Anyone not on the list going to zero"
X Link 2025-11-27T15:27Z 2512 followers, 5956 engagements

"Market is giving these guys a second chance. $5991.t"
X Link 2025-12-01T00:33Z 2498 followers, 3186 engagements

"Hello. There have been XXX new followers and XXX new subscribers since my pinned post. I round up recent ideas for their benefit here"
X Link 2025-12-01T11:19Z 2515 followers, XXX engagements

"The Japanese data center value chain theme has been very popular. My personal basket is 3x Seikoh Giken 2x Union Tool 1x Towa Corp 1x Fujibo 0.5x NHK Spring. These are broadly oligopolistic manufacturers benefitting from demand in optics PCBs HBM and HDDs. This is discussed in various places but principally here. $6834.t $6278.t $6315.t $3104.t $5991.t"
X Link 2025-12-01T11:19Z 2528 followers, XXX engagements

"Great stuff from $crdo and $mrvl. Quick roundup here. TLDR - the whole AI complex needs higher estimates for 2027 and beyond"
X Link 2025-12-03T03:09Z 2500 followers, 9432 engagements

"You can't be using this for work and think we are overbuilding data centers surely.I'm glad I'm not competing against this. $9998.hk"
X Link 2025-12-04T05:25Z 2534 followers, 1033 engagements

"Japan's new semicon fabs are going to consume a surprising amount of energy. Japan's official energy plan targets nuclear power to provide 20-22% of its electricity by 2030 up from around X% today. Nuclear restart basket anyone Can start with Okano which provides valves and maintenance for domestic nuclear power generation. $6492"
X Link 2025-12-04T13:32Z 2498 followers, 2224 engagements

"@crux_capital_ No Japanese names means youre still early anon"
X Link 2025-12-04T16:04Z 2490 followers, XXX engagements

"Japanese optics news going relatively uncovered here. We shine a light on $lite in Japan some goss about BE and sum up what price targets the circus has for $2722 and $3393"
X Link 2025-12-05T04:23Z 2498 followers, 14.1K engagements

"$lite CEO: "We brought in again sort of a new person to look at our fab strategy and that person has figured out ways to squeeze our existing footprint fairly considerably." I used to work with one or two of these fixers. The most impressive guy was the LBT / Hock Tan contemporary who went around fixing Broadcom's problems. They are incredible. The Broadcom guy made hundreds of millions and is now a VC"
X Link 2025-12-05T12:50Z 2518 followers, 3956 engagements

"@joeytoughknukle @GavinSBaker Its arguably very impressive to be normal when you're Jamie Dimon"
X Link 2025-12-08T17:02Z 2502 followers, XXX engagements

"$crdo expanding beyond AECs adding three product lines in the optical domain"
X Link 2025-12-02T01:51Z 2560 followers, 5052 engagements

"I guess $plab was the right answer after all"
X Link 2025-12-10T14:46Z 2560 followers, 9684 engagements

"Nice quarter from $pstg. Despite sounding upbeat about business with hyperscalers stock is weighed down by concerns about margin and the lack of guidance re hyperscalers - "only" X exabytes of business captured so far. Could be an interesting opportunity here"
X Link 2025-12-04T09:11Z 2560 followers, 1508 engagements

"Did you know half of $lite's workforce is in Thailand You can't be a photonics investor without following the country. We also flag $aixa Eoptolink Innolight and Enplas Corporation in this post"
X Link 2025-12-07T08:17Z 2560 followers, 2532 engagements

"Have flagged the nuclear restart theme a few times now. Five of Japan's major power companies have restarted nuclear reactors after the nationwide shutdown that followed the 2011 Fukushima Daiichi nuclear disaster. . Cheap electricity tends to attract industry. Kyushu has all of its nuclear reactors up and running and solar power is booming as well leveraging the region's long hours of sunlight. Carbon-free power sources made up XX% of the region's energy mix in fiscal 2024. The prospect of inexpensive stable power has drawn Taiwan Semiconductor Manufacturing Co. -- which has built"
X Link 2025-12-10T22:39Z 2560 followers, 1015 engagements

"Waiting for Monday so we can get back to making industrials hot again. $enr.de $2722 $1133"
X Link 2025-11-22T16:07Z 2549 followers, 2683 engagements

"There is a healthy demand for certain niches on Substack. If you're an aspiring writer Michael Spencer has some tips. He runs AI Supremacy and has 237k subscribers. 🧵 "Macroeconomic newsletters that touch upon issues of politics government U S. focused economy affordability and sometimes technology are hugely lucrative because they tap into a wider reader base.""
X Link 2025-12-06T23:19Z 2549 followers, 5123 engagements

"@jukan05 @Traits00 Some of the Chinese think they are XX mins away from cracking EUV. What makes us think they are closing the technical gap with $aixa But yea I agree it is difficult for a tourist to invest in something like this with a threat that is difficult to assess"
X Link 2025-12-07T17:27Z 2549 followers, XXX engagements

"@blondesnmoney I went to Georgia to check this one out. They have great Zegna ads of Mads"
X Link 2025-12-09T22:01Z 2553 followers, XXX engagements

"@thebeingintime @stockreveal Its all quite organic I think"
X Link 2025-12-10T06:00Z 2554 followers, XXX engagements

"Short intro for the XXX new followers - Hi. In April I took a break from a XX year career investigating everything from the 1MDB scandal to Nordic AML failures to massive industrial accidents. I started having success looking into Singaporean microcaps and was encouraged to start a newsletter. I hope it offers something a little different. I wrote the post below to help orient new readers to our past and current ideas"
X Link 2025-11-10T07:53Z 2557 followers, 13.1K engagements

"ASML victory lap guys - we are not even in the top XX. Hell not even top X semicap. $asml"
X Link 2025-11-30T23:00Z 2557 followers, 4281 engagements

"Mitsubishi Electrics competition is also preparing to increase production capacity for optical devices in light of these forecasts. Sumitomo Electric Industries will double capacity for optical devices in fiscal 2026 compared with the fiscal 2024 level aiming to tap the rapidly growing demand. Lumentum Japan an affiliate of U.S.-based Lumentum Holdings with roots in Hitachi intends to raise its production volume of optical devices to six times the 2024 level in 2027. The company plans to boost production efficiency by using larger-diameter semiconductor wafers for optical devices mainly at"
X Link 2025-12-09T10:20Z 2559 followers, XXX engagements

"@stfbutnou We've been trying to raise awareness. :)"
X Link 2025-12-10T01:01Z 2559 followers, 1284 engagements

"After the market closed in Japan Nittobo announced a strategic collaboration with Nan Ya to meet the demand for glass cloth. It sounds like they are focused on yarn manufacturing and treatment outsourcing some weaving to Nan Ya. They project that by 2027 XX% of Nittobo's supply will be woven with Nan Ya's assistance. $3110.T"
X Link 2025-11-28T08:50Z 2559 followers, 2026 engagements

"Published last week on the *stack. The Japanese electronics maker will direct a portion of its planned investment away from power devices used in EVs amid sluggish growth in that market instead lifting optical device production capacity for fiscal 2028 to three times the fiscal 2024 level. . Before the change Mitsubishi Electric had intended to raise fiscal 2026 capacity by half from the fiscal 2024 level"
X Link 2025-12-09T10:20Z 2560 followers, 1993 engagements

"$AEO $VSCO $PLBY - the only modelling I enjoy"
X Link 2025-12-10T01:44Z 2560 followers, 2001 engagements

"$be weakness: GEV announcing development of fuel cells"
X Link 2025-12-10T23:48Z 2560 followers, 4215 engagements