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@superhoogie asymmetricopportunities

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

Engagements: XX #

• X Week XXX -XX%
• X Month XXXXX -XX%
• X Months XXXXXX +436%
• X Year XXXXXX +59%

Mentions: X #

• X Week X -XX%
• X Month XX -XX%
• X Months XX +295%
• X Year XX +239%

Followers: XXX #

• X Week XXX +1.40%
• X Month XXX +12%
• X Months XXX +111%
• X Year XXX +115%

CreatorRank: undefined #

Social Influence

Social category influence countries finance cryptocurrencies stocks

Social topic influence $5991t #1, ai, taiwan, $1802tw, $4062t, $3037tw, if you, the first, movies, at least

Top accounts mentioned or mentioned by @elonmusk @noahziems @firstadopter @matthewpines @openai @jukanlosreve @garrypnolan @grok @michaelaarouet @tmtlongshort @yummycenturyegg @nicochristie @zephyrz9 @nobanksnearby @worldofumans @tinfoilrealist @g4b9 @tombheads @ftmecologist @bubudavid1

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

"NHK Spring (TSE: 5991): AI data-center storage supplier in a global duopoly trading at XXXX forward EPS AI is no longer just compute. It is a content factory. That is the driver of an expanding nearline HDD TAM and NHK Spring sits at the choke point. Key drivers fast: X. Multimodal content explosion video audio and 3D raise retained data per model by orders of magnitude. X. Drive-level density OEM moves to Ultra-SMR and HAMR plus multi actuator designs push suspensions per drive from XX toward XX. X. Scale-out nonlinearity campus builds increase capacity far faster than unit counts creating"
X Link 2025-10-14T22:16Z XXX followers, 2116 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