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# ![@Minnvestor Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1505657357476507651.png) @Minnvestor Midwestern Investor

Midwestern Investor posts on X about $besias, asml, $asml, $tsm the most. They currently have XXXXX followers and XXX posts still getting attention that total X engagements in the last XX hours.

### Engagements: X [#](/creator/twitter::1505657357476507651/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1505657357476507651/c:line/m:interactions.svg)

- X Week XXX -XX%
- X Month XXXXXX -XX%
- X Months XXXXXX -XX%
- X Year XXXXXXX +40%

### Mentions: X [#](/creator/twitter::1505657357476507651/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1505657357476507651/c:line/m:posts_active.svg)

- X Week XX -XX%
- X Month XX -XX%
- X Months XXX -XX%
- X Year XXX +47%

### Followers: XXXXX [#](/creator/twitter::1505657357476507651/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1505657357476507651/c:line/m:followers.svg)

- X Week XXXXX no change
- X Month XXXXX -XXXX%
- X Months XXXXX +13%
- X Year XXXXX +5.20%

### CreatorRank: undefined [#](/creator/twitter::1505657357476507651/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1505657357476507651/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1505657357476507651/influence)
---

**Social category influence**
[finance](/list/finance)  XXXX% [stocks](/list/stocks)  XXXX% [countries](/list/countries)  XXXX% [technology brands](/list/technology-brands)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX%

**Social topic influence**
[$besias](/topic/$besias) 2.99%, [asml](/topic/asml) 2.24%, [$asml](/topic/$asml) 2.24%, [$tsm](/topic/$tsm) 2.24%, [$asmas](/topic/$asmas) #1, [$alab](/topic/$alab) 1.49%, [$sitm](/topic/$sitm) 1.49%, [china](/topic/china) 1.49%, [$mrvl](/topic/$mrvl) 1.49%, [$net](/topic/$net) XXXX%

**Top accounts mentioned or mentioned by**
[@daveyjuice](/creator/undefined) [@stocksavvyshay](/creator/undefined) [@marinvesteert](/creator/undefined) [@svtechie](/creator/undefined) [@beuvingjordy](/creator/undefined) [@sv_techie](/creator/undefined) [@frogmoonmama](/creator/undefined) [@jbulltard1](/creator/undefined) [@alphabronze](/creator/undefined) [@firstadopter](/creator/undefined) [@koyfincharts](/creator/undefined) [@dividendray](/creator/undefined) [@dnystedt](/creator/undefined) [@tradejournal](/creator/undefined) [@rorademaker](/creator/undefined) [@globalxetfs](/creator/undefined) [@wsj](/creator/undefined) [@fabknowledge](/creator/undefined) [@tradexwhisperer](/creator/undefined) [@semianalysis](/creator/undefined)

**Top assets mentioned**
[Taiwan Semiconductor (TSM)](/topic/$tsm) [Astera Labs, Inc. Common Stock (ALAB)](/topic/$alab) [SiTime Corporation Common Stock (SITM)](/topic/$sitm) [Marvell Technology Inc (MRVL)](/topic/$mrvl) [Cloudflare, Inc. (NET)](/topic/$net) [KLA Corp (KLAC)](/topic/$klac) [Equinix Inc (EQIX)](/topic/$eqix) [Digital Realty Trust Inc (DLR)](/topic/$dlr) [Palo Alto Networks Inc (PANW)](/topic/$panw) [Now Coin (NOW)](/topic/$now) [Celsius Holdings, Inc. Common Stock (CELH)](/topic/$celh) [Axcelis Technologies Inc (ACLS)](/topic/$acls) [Applied Materials, Inc. (AMAT)](/topic/$amat) [ASE Technology Holding Co., Ltd. (ASX)](/topic/$asx) [Fabrinet (FN)](/topic/$fn) [Rambus Inc (RMBS)](/topic/$rmbs) [Synopsys, Inc. (SNPS)](/topic/$snps) [Helium IOT (IOT)](/topic/$iot) [Workday Inc (WDAY)](/topic/$wday) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Amphenol Corporation (APH)](/topic/$aph) [Metadium (META)](/topic/$meta) [Microsoft Corp. (MSFT)](/topic/$msft) [Monolithic Power Systems, Inc. (MPWR)](/topic/$mpwr)
### Top Social Posts [#](/creator/twitter::1505657357476507651/posts)
---
Top posts by engagements in the last XX hours

"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"  
[X Link](https://x.com/Minnvestor/status/1934266325519495563) [@Minnvestor](/creator/x/Minnvestor) 2025-06-15T15:06Z 1522 followers, XXX engagements


"Portfolio update. Been playing with different ways to show my holdings (by weight sector or geography). Which do you like most New adds since the last update: $ALAB $MRVL $SITM $LSRCY $3017.TW $3443.TW Sold: $NOW $PANW $NET $ASML More details: I sold $ASML because they're a slower grower and also China risk. The China situation affects all major semicaps. I bought Lasertec as a high beta proxy and overall I like more niche players with asymmetrical upside potential. Long term $KLAC is my favorite of the bigs Bought but then sold $AMD. Need to see more trailing growth before I can believe in"  
[X Link](https://x.com/Minnvestor/status/1962260468782788867) [@Minnvestor](/creator/x/Minnvestor) 2025-08-31T21:05Z 1525 followers, 1410 engagements


"Started a position in Wiwynn ($6669.TW) this week. Hyperscale servers sturdier fundamentals than peers like Wistron and Inventec forward PE of XX ROCE of XX% Gurufocus estimates XX% upside thru EOY 2026 and future 3-5Y sales CAGR of 42%. Also my new favorite ticker symbol"  
[X Link](https://x.com/Minnvestor/status/1963962960595849723) [@Minnvestor](/creator/x/Minnvestor) 2025-09-05T13:50Z 1526 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"  
[X Link](https://x.com/Minnvestor/status/1949505247061155862) [@Minnvestor](/creator/x/Minnvestor) 2025-07-27T16:20Z 1526 followers, XXX engagements


"Went to the Subway by my office and learned two things today: $CELH started a partnership with Subway this year (and were the only energy drinks at this location). They also have deals with Dunkin and Jersey Mikes $ADYEN is Subway's exclusive payment platform in North America"  
[X Link](https://x.com/Minnvestor/status/1972809345332044096) [@Minnvestor](/creator/x/Minnvestor) 2025-09-29T23:42Z 1526 followers, 1060 engagements


"High precision optics equipment maker Zeiss $AFX.DE has my attention after reading a post from @lithos_graphein I can't believe they have an operation here in the Twin Cities Minnesota is such a hidden powerhouse of semiconductor talent in the U.S"  
[X Link](https://x.com/Minnvestor/status/1849945291740373424) [@Minnvestor](/creator/x/Minnvestor) 2024-10-25T22:45Z 1525 followers, 2279 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"  
[X Link](https://x.com/Minnvestor/status/1942303685515616633) [@Minnvestor](/creator/x/Minnvestor) 2025-07-07T19:24Z 1525 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"  
[X Link](https://x.com/Minnvestor/status/1942698887426261490) [@Minnvestor](/creator/x/Minnvestor) 2025-07-08T21:34Z 1526 followers, XXX 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"  
[X Link](https://x.com/Minnvestor/status/1943745103249723715) [@Minnvestor](/creator/x/Minnvestor) 2025-07-11T18:52Z 1526 followers, XXX engagements


"Bedraggled Dutch WFE makers get hit again after China permits revoked $ASML $ASM.AS $BESI.AS However in my experience it's usually not a bad time to buy semicaps when they look like trash. Doubled my position in Besi today"  
[X Link](https://x.com/Minnvestor/status/1962902294753587414) [@Minnvestor](/creator/x/Minnvestor) 2025-09-02T15:35Z 1526 followers, XXX engagements


"My thinking has evolved over the past two days. High growth estimates are also a risk (the risk of missing high expectations) If I deem estimates above XX% lofty companies in the sweet spot include: $APH $BESI.AS $FN $META $MRVL $MSFT $RMBS $SNPS $TSM"  
[X Link](https://x.com/Minnvestor/status/1971268634292125996) [@Minnvestor](/creator/x/Minnvestor) 2025-09-25T17:40Z 1526 followers, XXX engagements