# ![@illyquid Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1813374637868560384.png) @illyquid Illiquid

Illiquid posts on X about singapore, japan, ai, $omse the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::1813374637868560384/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1813374637868560384/c:line/m:interactions.svg)

- [--] Week [-------] +271%
- [--] Month [-------] +78%
- [--] Months [---------] +29,457%
- [--] Year [---------] +2,838%

### Mentions: [--] [#](/creator/twitter::1813374637868560384/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1813374637868560384/c:line/m:posts_active.svg)

- [--] Week [--] +14%
- [--] Month [---] +19%
- [--] Months [---] +5,475%
- [--] Year [---] +491%

### Followers: [-----] [#](/creator/twitter::1813374637868560384/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1813374637868560384/c:line/m:followers.svg)

- [--] Week [-----] +15%
- [--] Month [-----] +36%
- [--] Months [-----] +4,451%
- [--] Year [-----] +4,922%

### CreatorRank: [-------] [#](/creator/twitter::1813374637868560384/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1813374637868560384/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  25.62% [countries](/list/countries)  24.79% [finance](/list/finance)  14.05% [technology brands](/list/technology-brands)  7.44% [currencies](/list/currencies)  3.31% [cryptocurrencies](/list/cryptocurrencies)  2.48% [social networks](/list/social-networks)  1.65% [financial services](/list/financial-services)  0.83% [travel destinations](/list/travel-destinations)  0.83%

**Social topic influence**
[singapore](/topic/singapore) #734, [japan](/topic/japan) #2870, [ai](/topic/ai) #4074, [$omse](/topic/$omse) #1, [company](/topic/company) 4.96%, [$5991t](/topic/$5991t) #2, [investment](/topic/investment) 4.13%, [$enrde](/topic/$enrde) #18, [$acmr](/topic/$acmr) 3.31%, [$mu](/topic/$mu) #113

**Top accounts mentioned or mentioned by**
[@floebertus](/creator/undefined) [@mingmongpingpon](/creator/undefined) [@iqbalyusuf1994](/creator/undefined) [@gabgrowth](/creator/undefined) [@blinklebloop](/creator/undefined) [@teslabulltr](/creator/undefined) [@zephyr_z9](/creator/undefined) [@capytalmgmt](/creator/undefined) [@hamsarris6](/creator/undefined) [@insaneanalyst](/creator/undefined) [@sunvmikey](/creator/undefined) [@jukan05](/creator/undefined) [@cruxcapital](/creator/undefined) [@teortaxestex](/creator/undefined) [@rationalinvest8](/creator/undefined) [@zephyrz9](/creator/undefined) [@aleabitoreddit](/creator/undefined) [@benthompsons](/creator/undefined) [@whhatisachoice](/creator/undefined) [@kalldemout](/creator/undefined)

**Top assets mentioned**
[OMS Energy Technologies Inc. (OMSE)](/topic/$omse) [ACM Research, Inc. Class A Common Stock (ACMR)](/topic/$acmr) [Micron Technology, Inc. (MU)](/topic/$mu) [Hubbell, Inc. (HUBB)](/topic/$hubb) [IES Holdings, Inc. Common Stock (IESC)](/topic/$iesc) [Electroneum (ETN)](/topic/$etn) [Microsoft Corp. (MSFT)](/topic/microsoft) [Amphenol Corporation (APH)](/topic/$aph) [Alltoscan (ATS)](/topic/$ats) [Vertiv Holdings Co (VRT)](/topic/$vrt) [Applied Materials, Inc. (AMAT)](/topic/$amat) [DisChain (DIS)](/topic/$dis) [Cummins Inc. (CMI)](/topic/$cmi) [Simon Property Group Inc (SPG)](/topic/$spg) [TTM Technologies Inc (TTMI)](/topic/$ttmi) [Taiwan Semiconductor (TSM)](/topic/$tsm)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$etn and $hubb leading indicators for $iesc. My takeaways from the Eaton call: -Data center demand hitting escape velocity: Q4 orders up 200% YoY with sales up 40%; order mix shifted to 50/50 cloud/AI in [----] versus mostly cloud previously with AI loads increasing dollar-per-megawatt content; hyperscalers reconfirmed https://t.co/CN9NurU8Sb My takeaways from the Eaton call: -Data center demand hitting escape velocity: Q4 orders up 200% YoY with sales up 40%; order mix shifted to 50/50 cloud/AI in [----] versus mostly cloud previously with AI loads increasing dollar-per-megawatt content;"  
[X Link](https://x.com/illyquid/status/2019028308139393533)  2026-02-04T12:40Z [----] followers, 11.1K engagements


"$aehr +35% thanks be @insane_analyst and @SunvMikey and of course all the SA people who have been writing about this company for years"  
[X Link](https://x.com/illyquid/status/2021594527115403650)  2026-02-11T14:37Z [----] followers, [----] engagements


"Enjoy. We have a new top pick for Japan levered to HBM production. Its on the orange site. In particular you'll want to note $mu's comments yesterday about HBM production being in full swing shipping one quarter early and demand being "significantly higher" than the industry's ability to supply. Option [--]. Bought Seikoh Giken more than 2.5x up in [--] months and its still gonna double. Option [--]. Bought Seikoh Giken more than 2.5x up in [--] months and its still gonna double"  
[X Link](https://x.com/illyquid/status/2021757362567282701)  2026-02-12T01:24Z [----] followers, 34K engagements


"Often we post about companies and people clap back with comments about how its not undiscovered already up 130% already written up etc. What you don't see are the DMs from people managing money with years of experience investing in the country who have just discovered the stock. This was the case with Seikoh Giken and CQME. https://twitter.com/i/web/status/2021786328694763858 https://twitter.com/i/web/status/2021786328694763858"  
[X Link](https://x.com/illyquid/status/2021786328694763858)  2026-02-12T03:19Z [----] followers, [----] engagements


"@jukan05 Interesting. All I've heard is that Keysight is dominant"  
[X Link](https://x.com/illyquid/status/2022138091734204563)  2026-02-13T02:37Z [----] followers, [----] engagements


"$6278 - Union Tool on PCB drill demand in Asia (ex Japan). +33% sales y/y. +107% operating profit y/y"  
[X Link](https://x.com/illyquid/status/2022168783297950105)  2026-02-13T04:39Z [----] followers, 17.7K engagements


"They are doubling investments this year but still expect to achieve another record year of profits (10b yen or +14.6%)"  
[X Link](https://x.com/illyquid/status/2022169778908209615)  2026-02-13T04:43Z [----] followers, [----] engagements


"State of the market: Samsung flexing on Micron by posting trucks picking up HBM in undisclosed location. $mu $smsn"  
[X Link](https://x.com/illyquid/status/2022175561490346155)  2026-02-13T05:06Z [----] followers, [----] engagements


"https://www.koreatimes.co.kr/amp/business/tech-science/20260212/samsung-electronics-begins-hbm4-shipping-for-1st-time https://www.koreatimes.co.kr/amp/business/tech-science/20260212/samsung-electronics-begins-hbm4-shipping-for-1st-time"  
[X Link](https://x.com/illyquid/status/2022175646999621714)  2026-02-13T05:06Z [----] followers, [---] engagements


"Seikoh Giken: Optical product sales for the third quarter of the fiscal year under review totaled [--------] thousand (+85.2% y/y). Due to the increase in sales of optical connector polishing machines and measuring equipment operating profit reached [-------] thousand (+198.2% y/y) marking record highs for both sales and operating profit for the third quarter of the fiscal year under review. https://twitter.com/i/web/status/2022227586496295133 https://twitter.com/i/web/status/2022227586496295133"  
[X Link](https://x.com/illyquid/status/2022227586496295133)  2026-02-13T08:33Z [----] followers, [----] engagements


"This tweet had [--] impressions and four likes. Ofc the stock is up 124% since then. AI Mechatec (6227.T) has an order backlog of $284M exceeding its entire market cap ($187M) by roughly 50%. 🧐🤏 AI Mechatec (6227.T) has an order backlog of $284M exceeding its entire market cap ($187M) by roughly 50%. 🧐🤏"  
[X Link](https://x.com/illyquid/status/2022574326336438575)  2026-02-14T07:31Z [----] followers, 16.4K engagements


"Passed by $omse shop on the way to the Tuas DC project that $1416 worked on"  
[X Link](https://x.com/illyquid/status/1984175903539351652)  2025-10-31T08:29Z [----] followers, [----] engagements


"Hi - updating this intro. I worked on investigations for FIs and regulators for several years notably on the 1MDB saga. Eventually found my calling in industrials. Many cases of industrial accidents fraud and corporate espionage later I took a break and spent time with smaller companies in Singapore. That led to me starting a newsletter. To my surprise four months later I have [----] followers on X [----] subscribers [---] paid subs [--] founding members and an open rate of 35%. Despite the gonzo journalist style the paid readers include institutions with serious AUM. I think LLMs will run many"  
[X Link](https://x.com/illyquid/status/2014149929724444738)  2026-01-22T01:35Z [----] followers, [----] engagements


"Option [--]. Bought Seikoh Giken more than 2.5x up in [--] months and its still gonna double. You buy a stock already up 100% in [--] months and it doubles. versus You buy a stock down 50% in [--] months and it doubles. In which scenario are you more satisfied with yourself You buy a stock already up 100% in [--] months and it doubles. versus You buy a stock down 50% in [--] months and it doubles. In which scenario are you more satisfied with yourself"  
[X Link](https://x.com/illyquid/status/2021221671374340419)  2026-02-10T13:56Z [----] followers, 33.6K engagements


"FSC has approved IBKR access to Korean stocks so Fintwit can mop up the Korea Discount"  
[X Link](https://x.com/illyquid/status/2021253670168375662)  2026-02-10T16:03Z [----] followers, 136.7K engagements


"Cooling hasn't been hot on Twitter for a while. Meanwhile Vertiv has reported Q4 orders up 252% y/y and 117% q/q. $vrt"  
[X Link](https://x.com/illyquid/status/2021545671862747204)  2026-02-11T11:23Z [----] followers, [----] engagements


"When your top pick in Singapore is levered to $amat and your top pick in Japan is levered to $mu. 🙏"  
[X Link](https://x.com/illyquid/status/2022077569202630715)  2026-02-12T22:37Z [----] followers, [----] engagements


"$dis is entering AI age of abundance with valuable in-person experiences (cruises theme parks) valuable IP and declining production costs (video models) at [--] p/e"  
[X Link](https://x.com/illyquid/status/2022661762869575958)  2026-02-14T13:18Z [----] followers, 12K engagements


"Made my first paid post free. Will continue to progressively remove paywalls on posts which will be increasingly obsessive ground-level research notes. This is all a rather uneconomic use of my time but this is my version of unreasonable hospitality (h/t Will Giudara) https://collyer.substack.com/p/singaporean-data-centre-supplier https://collyer.substack.com/p/singaporean-data-centre-supplier"  
[X Link](https://x.com/illyquid/status/1974271985095225734)  2025-10-04T00:34Z [----] followers, 23K 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](https://x.com/illyquid/status/1975022750185226461)  2025-10-06T02:18Z [----] followers, 15.9K engagements


"Yesterday I was introduced to a guy worth 10m from collecting Pokmon cards. He has walls of binders of top rated cards many signed by the artist and is so deluged with high value cards he has cards worth hundreds just lying on the floor. He paid off his first mortgage with a single card. I learned that card grading firms will take a cut of the value when awarding the highest grade. All such firms are now in private hands. A shame"  
[X Link](https://x.com/illyquid/status/1979723911215595780)  2025-10-19T01:38Z [----] followers, 12.6K engagements


"@Iqbal_yusuf1994 has an incredible nose for small cheap companies. While not as pronounced as in Singapore Japan is enjoying significant construction growth. I noticed this in Karuizawa earlier this year but didn't pay much attenton until Iqbal sent me this idea. https://www.collyerbridge.com/p/mid-cap-japanese-construction-co https://www.collyerbridge.com/p/mid-cap-japanese-construction-co"  
[X Link](https://x.com/illyquid/status/1984989643436138754)  2025-11-02T14:23Z [----] followers, 42.7K engagements


"Aramco's Q3 interim report suggests a steady pace of upstream capital expenditure compared to Q2. Should support some optimism for $OMSE https://www.aramco.com/-/media/publications/corporate-reports/reports-and-presentations/2025/q3/saudi-aramco-q3-2025-interim-report-english.pdf https://www.aramco.com/-/media/publications/corporate-reports/reports-and-presentations/2025/q3/saudi-aramco-q3-2025-interim-report-english.pdf"  
[X Link](https://x.com/illyquid/status/1985694905184948569)  2025-11-04T13:05Z [----] followers, [---] engagements


"Highlights from [--] weeks of investing in Singapore: [--]. $bqf.si - Diesel gensets - [--] Aug to [--] Sept - 39% [--]. $v5q.si - Construction - [--] Aug to [--] Oct - 50% [--]. $500.si- Cables - [--] Sept to [--] Nov - 17.5% [--]. $9998- Construction - [--] Sept - 35% [--]. $1416 - DC / semicon construction - [--] Oct - 60%"  
[X Link](https://x.com/illyquid/status/1986247468053635089)  2025-11-06T01:41Z [----] followers, [----] engagements


"$OMSE exploring use of robotics to inspect pipelines. https://www.globenewswire.com/news-release/2025/11/07/3183458/0/en/OMS-Energy-initiates-AI-Robotics-research-and-development-to-enter-the-lucrative-pipeline-oil-inspection-and-maintenance-market.html https://www.globenewswire.com/news-release/2025/11/07/3183458/0/en/OMS-Energy-initiates-AI-Robotics-research-and-development-to-enter-the-lucrative-pipeline-oil-inspection-and-maintenance-market.html"  
[X Link](https://x.com/illyquid/status/1986802486116770129)  2025-11-07T14:26Z [----] followers, [---] engagements


"Continued strength here suggests the recent reverse roadshow was very well received. This traded at [--] PE just last week"  
[X Link](https://x.com/illyquid/status/1987763033092022565)  2025-11-10T06:03Z [----] followers, 48.8K engagements


"Short intro for the [---] new followers - Hi. In April I took a break from a [--] 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. https://www.collyerbridge.com/p/welcome-start-here https://www.collyerbridge.com/p/welcome-start-here"  
[X Link](https://x.com/illyquid/status/1987790684171202942)  2025-11-10T07:53Z [----] followers, 18.2K engagements


"Tamura Corp $6768 makes soldering materials for PCBs and components for transformers. Up 12% today. Revised its forecasted revenue next year up 7%"  
[X Link](https://x.com/illyquid/status/1987903162058219833)  2025-11-10T15:20Z [----] followers, 23.8K engagements


"This is particularly helpful balm for those who missed Sandisk. See another example in Nitto Boseki. Its going to be a great week of earnings in Japan. :) Study the supply chain anon Study the supply chain anon"  
[X Link](https://x.com/illyquid/status/1987976901932290306)  2025-11-10T20:13Z [----] followers, 51.3K engagements


"Union Tool had a great quarter $6278. Reaction muted so far but could change 121% increase in operating profit in Asia (ex Japan). Dividend going up 19%. New factory announced. @illyquid might be good enough for the stock to stay flat ;) (+50% if it were US listed) @illyquid might be good enough for the stock to stay flat ;) (+50% if it were US listed)"  
[X Link](https://x.com/illyquid/status/1988410075485270494)  2025-11-12T00:54Z [----] followers, [----] engagements


"$MSFT - On Dwarkesh Patel's podcast tomorrow with Semi Analysis. Dwarkesh is proof you can just research deeply and get Microsoft CEO to talk to you. From my own modest experience smart execs are interested when you display deep knowledge about their company and want to hear from you. Great source of intel https://x.com/dwarkesh_sp/status/1988341914907930732/photo/1 https://x.com/dwarkesh_sp/status/1988341914907930732/photo/1"  
[X Link](https://x.com/illyquid/status/1988419190303408623)  2025-11-12T01:30Z [----] followers, 27.8K engagements


"Infineon increases [----] revenue forecast by EUR 500m. $aixa up 8%"  
[X Link](https://x.com/illyquid/status/1988545948402827307)  2025-11-12T09:54Z [----] followers, [----] engagements


"@Iqbal_yusuf1994 wrote up the company he found several months ago. In short $1416 went from working on Singapore government projects to Facebook's data center to an impressive list of semiconductor projects with a wide range of contractors. A recently announced 700MW data center park lies ahead. 🔹Revenue +45% 🔹Gross profit +58% (1% GM improvement) 🔹Pre-tax profit +112% 🔹Cash and deposits: $76m (from $46m in Feb 25) vs Market cap 54m 🔹Backlog growing: $385m (vs $253m in Feb. [--] and $181m in Aug 24) https://www.collyerbridge.com/p/ctr-holdings-1416"  
[X Link](https://x.com/illyquid/status/1988561240546066726)  2025-11-12T10:55Z [----] followers, 11.3K engagements


"If you read AT&S's Nov [--] release you will see they called out Nitto Boseki. If you bought Nitto the next day you'd be up 60% now. So I guess pay someone to read all the results for you $3110 This is particularly helpful balm for those who missed Sandisk. See another example in Nitto Boseki. Its going to be a great week of earnings in Japan. :) https://t.co/Ijab7Lm99U This is particularly helpful balm for those who missed Sandisk. See another example in Nitto Boseki. Its going to be a great week of earnings in Japan. :) https://t.co/Ijab7Lm99U"  
[X Link](https://x.com/illyquid/status/1988850708804698381)  2025-11-13T06:05Z [----] followers, [----] engagements


"Nothing more validating than an actual Micron engineer paying for your work and telling you the ideas are good"  
[X Link](https://x.com/illyquid/status/1989245812153675911)  2025-11-14T08:15Z [----] followers, [----] engagements


"$omse reports next Friday pre market. Place your bets"  
[X Link](https://x.com/illyquid/status/1989354573006516554)  2025-11-14T15:27Z [----] followers, [---] engagements


"$omse - revs down 36% y-o-y net profit down 52%. Declines telegraphed by Vallourec results but surprised by the magnitude. Are we at the bottom of the O&G cycle yet"  
[X Link](https://x.com/illyquid/status/1991844038635594220)  2025-11-21T12:20Z [----] followers, [----] engagements


"Waiting for Monday so we can get back to making industrials hot again. $enr.de $2722 $1133"  
[X Link](https://x.com/illyquid/status/1992263653899546744)  2025-11-22T16:07Z [----] followers, [----] engagements


"$aph - of the American optics plays this may be interesting if you believe this view is wrong"  
[X Link](https://x.com/illyquid/status/1993427019669873090)  2025-11-25T21:10Z [----] followers, [----] engagements


"Have been trying to work out who makes the equipment for the big data centers in Malaysia. $cmi $2722.hk. Also have good news for $3393.hk"  
[X Link](https://x.com/illyquid/status/1993680980264264180)  2025-11-26T13:59Z [----] followers, [----] engagements


"Sounds good for $OMSE https://www.reuters.com/markets/commodities/energy/opec-spark-spending-race-with-new-oil-quota-system-2025-12-02/ https://www.reuters.com/markets/commodities/energy/opec-spark-spending-race-with-new-oil-quota-system-2025-12-02/"  
[X Link](https://x.com/illyquid/status/1996126162335269330)  2025-12-03T07:55Z [----] followers, [----] engagements


"@crux_capital_ No Japanese names means youre still early anon"  
[X Link](https://x.com/illyquid/status/1996611605229105618)  2025-12-04T16:04Z [----] followers, [---] engagements


"Solar is heating up. Malaysian developers are building out renewable energy capacity. This deal follows a Gamuda Energy partnership with Gentari Renewables to construct up to 1.5GW of solar + battery energy storage projects. https://www.datacenterdynamics.com/en/news/vci-energy-dps-energy-to-develop-250mw-solar-project-to-serve-ai-data-centers-in-malaysia/utm_source=substack&utm_medium=email https://www.datacenterdynamics.com/en/news/vci-energy-dps-energy-to-develop-250mw-solar-project-to-serve-ai-data-centers-in-malaysia/utm_source=substack&utm_medium=email"  
[X Link](https://x.com/illyquid/status/2003415344116039848)  2025-12-23T10:40Z [----] followers, [---] engagements


"Never thought Id see Simon Property Group in Malaysia. $spg"  
[X Link](https://x.com/illyquid/status/2004389327942582274)  2025-12-26T03:10Z [----] followers, [----] engagements


"$enr.de new high today. Less software more industrials doing great for my mental health so far"  
[X Link](https://x.com/illyquid/status/2008177191784529989)  2026-01-05T14:02Z [----] followers, [----] engagements


"Largest oil find in SE Asia in the last [--] years. U.S. producer Murphy Oil's latest estimate of recoverable oil reserves in Vietnam's Hai Su Vang potentially positions it as the largest oil find in Southeast Asia over the last two decades according to an analysis by energy consultancy Wood Mackenzie released on Wednesday. https://www.woodmac.com/press-releases/vietnam-murphy-oil-discovery/ https://twitter.com/i/web/status/2009142089981050928 https://www.woodmac.com/press-releases/vietnam-murphy-oil-discovery/ https://twitter.com/i/web/status/2009142089981050928"  
[X Link](https://x.com/illyquid/status/2009142089981050928)  2026-01-08T05:56Z [----] followers, [----] engagements


"$ACMR China Semiconductor Industry Associations Statement on NVIDIA H200: The conviction and determination to adhere to the localization path must never waver Wei Shaojun Vice Chairman of the China Semiconductor Industry Association emphasized that the United States is China Semiconductor Industry Associations Statement on NVIDIA H200: The conviction and determination to adhere to the localization path must never waver Wei Shaojun Vice Chairman of the China Semiconductor Industry Association emphasized that the United States is"  
[X Link](https://x.com/illyquid/status/2009144598640406867)  2026-01-08T06:06Z [----] followers, 10.2K engagements


"$ttmi now behaving like a Taiwanese stock. Must have been a great preso at Needham"  
[X Link](https://x.com/illyquid/status/2011234104420024379)  2026-01-14T00:29Z [----] followers, [----] engagements


"$asml and $besi supplier $vacn +12.5%. Preannounced results. https://www.vatgroup.com/news/strong-fourth-quarter-2025-order-performance-on-technology-trans 🌐 ✅ 📈 🚀 👇🏼 Massive semi equip rally now with $ASML +7% $ASMI.AS +10% and $BESI +8% after exceptionally strong $TSM results/guidance with CapEx projections $52-56 billion for [----] while consensus was aiming for 'only' $46 billion https://t.co/KGM8wl2dH4 https://www.vatgroup.com/news/strong-fourth-quarter-2025-order-performance-on-technology-trans 🌐 ✅ 📈 🚀 👇🏼 Massive semi equip rally now with $ASML +7% $ASMI.AS +10% and $BESI +8%"  
[X Link](https://x.com/illyquid/status/2011747247944511998)  2026-01-15T10:28Z [----] followers, [----] engagements


"Resonac Corp announced that it would be increasing the sales prices of copper-clad laminates and prepregs by around [--] percent beginning March [--]. Often when I sit down to send a "quick APAC roundup" five hours of my life just disappear. Hope you're finding them helpful. https://www.collyerbridge.com/p/apac-roundup-16-january-2026 https://www.collyerbridge.com/p/apac-roundup-16-january-2026"  
[X Link](https://x.com/illyquid/status/2012075854445363265)  2026-01-16T08:14Z [----] followers, [----] engagements


"$1024.hk - Higgisfield sells access to Kling AI. Higgsfield is officially the fastest-scaling GenAI company in history doubling from $100M to $200M in just [--] months. $200M annual run rate in under [--] months. We have raised a $130M in Series A at a $1.3B valuation backed by Accel AI Capital Partners (Alpha Intelligence https://t.co/y4J7ZjAMRH Higgsfield is officially the fastest-scaling GenAI company in history doubling from $100M to $200M in just [--] months. $200M annual run rate in under [--] months. We have raised a $130M in Series A at a $1.3B valuation backed by Accel AI Capital Partners (Alpha"  
[X Link](https://x.com/illyquid/status/2012466681281675388)  2026-01-17T10:07Z [----] followers, [----] engagements


"$enr.de - UBS upgrades from Eur [--] to Eur 175"  
[X Link](https://x.com/illyquid/status/2014670106933260344)  2026-01-23T12:02Z [----] followers, [----] engagements


"Singaporean pawnbroker / gold retailer. Received approval for uplisting to the main board this morning. This is roughly the same performance ytd as Micron btw"  
[X Link](https://x.com/illyquid/status/2015564611869909438)  2026-01-25T23:17Z [----] followers, [----] engagements


"Folks are really waking up to these Singapore companies exposed to ships planes and data centers. We have been banging the drum on transport and precision engineering in Singapore. :)"  
[X Link](https://x.com/illyquid/status/2015888650203234623)  2026-01-26T20:44Z [----] followers, [----] engagements


"We cant estimate the demand for anything anymore. Optics. $lite $cohr $6834"  
[X Link](https://x.com/illyquid/status/2016602389625917895)  2026-01-28T20:00Z [----] followers, 31.7K engagements


"$acmr: Chinas semiconductor firms post hefty [----] profits amid AI boom tech self-reliance drive Enterprises across Chinas semiconductor industry recorded hefty profit growth last year according to their unaudited financial results driven by the countrys artificial intelligence infrastructure buildout and Beijings push for tech self-reliance. Graphics processing unit (GPU) designer Cambricon Technologies on Friday reported a net profit of [---] billion yuan (US$316 million) in [----] its first profitable year on the back of the continuous rise in computing power demand within the AI industry"  
[X Link](https://x.com/illyquid/status/2018169973089402984)  2026-02-02T03:49Z [----] followers, [----] engagements


"$ats competitor Ibiden ($4062) announces US$3bn investment to increase production capacity. https://www.ibiden.com/ir/items/icpkggcapitalinvestment2026.pdf https://www.ibiden.com/ir/items/icpkggcapitalinvestment2026.pdf"  
[X Link](https://x.com/illyquid/status/2018586315202404414)  2026-02-03T07:24Z [----] followers, [----] engagements


"Here they come. TAIPEI -- China's two top memory chipmakers are launching their most aggressive expansions ever as a severe global supply crunch creates a golden opportunity for emerging players to close the gap with market leaders Nikkei Asia has learned. ChangXin Memory Technologies better known as CXMT the country's top maker of dynamic random access memory (DRAM) is expanding plants in Shanghai with total capacity to be some two or three times that of its home base in Hefei according to sources with knowledge of the matter. The plants are expected to make DRAM for servers computers"  
[X Link](https://x.com/illyquid/status/2018588108393234608)  2026-02-03T07:31Z [----] followers, [----] engagements


"$acmr https://asia.nikkei.com/business/tech/semiconductors/china-s-cxmt-and-ymtc-to-massively-expand-memory-output-amid-global-crunch https://asia.nikkei.com/business/tech/semiconductors/china-s-cxmt-and-ymtc-to-massively-expand-memory-output-amid-global-crunch"  
[X Link](https://x.com/illyquid/status/2018588295182377198)  2026-02-03T07:32Z [----] followers, [---] engagements


"Once again TDK providing excellent read through for NHK Spring. +13% rev +380% operating profit. Will NHK fluff this layup again"  
[X Link](https://x.com/illyquid/status/2018630952331977008)  2026-02-03T10:21Z [----] followers, [----] engagements


"More upside for $ter even after +25% move https://www.collyerbridge.com/p/apac-roundup-3-february-2026 https://www.collyerbridge.com/p/apac-roundup-3-february-2026"  
[X Link](https://x.com/illyquid/status/2018645383908663411)  2026-02-03T11:18Z [----] followers, [----] engagements


"@GabGrowth Gaming is going to get punished for a while because of Genie. Look how much of a beating software is getting"  
[X Link](https://x.com/illyquid/status/2018715654417723468)  2026-02-03T15:58Z [----] followers, [---] engagements


"Ibiden and Semicap are less painful ways of being exposed to this compared to being an Intel shareholder At today's Cisco's conference Lip Bu mentions that if observers see Intel ". putting money into glass substrate. or adding certain capital equipment to scale it would indicate that 'real customers' have committed." $INTC spent $1B+ on R&D and built 600+ patents over a At today's Cisco's conference Lip Bu mentions that if observers see Intel ". putting money into glass substrate. or adding certain capital equipment to scale it would indicate that 'real customers' have committed." $INTC"  
[X Link](https://x.com/illyquid/status/2019004002260922406)  2026-02-04T11:04Z [----] followers, [----] engagements


"This explains why we've been getting questions about $ats We put out a Core Research article [--] weeks ago highlighting the logic behind the imminent ABF bottleneck while calling out AT&S $ATS and some of the other key beneficiaries. Those who listened then would be up +66% by now. https://t.co/8MD0qRfVgE We put out a Core Research article [--] weeks ago highlighting the logic behind the imminent ABF bottleneck while calling out AT&S $ATS and some of the other key beneficiaries. Those who listened then would be up +66% by now. https://t.co/8MD0qRfVgE"  
[X Link](https://x.com/illyquid/status/2019563300615549049)  2026-02-06T00:06Z [----] followers, [----] engagements


"@teortaxesTex Also happening in Singapore: https://www.edb.gov.sg/en/about-edb/media-releases-publications/chemlex-raises-usd45-million-for-ai-drug-discovery-lab-in-singapore.html https://www.edb.gov.sg/en/about-edb/media-releases-publications/chemlex-raises-usd45-million-for-ai-drug-discovery-lab-in-singapore.html"  
[X Link](https://x.com/illyquid/status/2019590637369319534)  2026-02-06T01:55Z [----] followers, [----] engagements


"I expect to find only a handful of top tier ideas every year. In the last five months I found the following companies within [--] miles of where I live: a diesel genset company a cable manufacturer two builders and Wasion. Will publish a post on my new favourite idea next week. The strongest idea yet I think which is saying alot because Kwan Yong Holdings is still so cheap. https://twitter.com/i/web/status/2019633464430195126 https://twitter.com/i/web/status/2019633464430195126"  
[X Link](https://x.com/illyquid/status/2019633464430195126)  2026-02-06T04:45Z [----] followers, [----] engagements


"At the APE conference to see Terahop. 😂"  
[X Link](https://x.com/illyquid/status/2019644156298318073)  2026-02-06T05:27Z [----] followers, [----] engagements


"$tvk.to has yet to participate in this no A matter of time"  
[X Link](https://x.com/illyquid/status/2020054302539280731)  2026-02-07T08:37Z [----] followers, [----] engagements


"@Blinklebloop Exxon Mobil had a great January"  
[X Link](https://x.com/illyquid/status/2020086601578336384)  2026-02-07T10:45Z [----] followers, [---] engagements


"$meta $goog $msft $amzn"  
[X Link](https://x.com/illyquid/status/2020355287006474699)  2026-02-08T04:33Z [----] followers, [--] engagements


"Jensen: The tech industrys surging capital expenditures for AI infrastructure are justified appropriate and sustainable. https://www.cnbc.com/2026/02/06/nvidia-rises-7percent-as-ceo-says-660-billion-capex-buildout-is-sustainable.html https://www.cnbc.com/2026/02/06/nvidia-rises-7percent-as-ceo-says-660-billion-capex-buildout-is-sustainable.html"  
[X Link](https://x.com/illyquid/status/2020355943935144101)  2026-02-08T04:36Z [----] followers, [--] engagements


"Dont own enough of Japan. Even the umami company is on fire"  
[X Link](https://x.com/illyquid/status/2020658904192221540)  2026-02-09T00:39Z [----] followers, 10.3K engagements


"King Slide also gets a mention"  
[X Link](https://x.com/illyquid/status/2020832726946087388)  2026-02-09T12:10Z [----] followers, [----] engagements


"$ICHR: Early indications of customer demand entering the year provide us with a first-quarter revenue outlook reflecting solidly upward momentum from Q4s trough levels. At this time we expect this upward trend to continue into the second half of the year.""  
[X Link](https://x.com/illyquid/status/2020996214410678411)  2026-02-09T23:00Z [----] followers, [----] engagements


"Told you to follow the anime profile pic accounts. https://t.co/AlpEBpPmjO https://t.co/AlpEBpPmjO"  
[X Link](https://x.com/illyquid/status/2021041106277093633)  2026-02-10T01:58Z [----] followers, 41.6K engagements


"Published a note on our top pick in Singapore yesterday. The Economic Development Board also published its year-in-review which flags the exact tailwinds this company is riding on. "Of the S$14.2 billion in capital investment committed in [----] about S$12.1 billion came from manufacturing-related projects. Semiconductor manufacturers set up greenfield plants and expanded existing facilities.with these investments having positive spillover effects on the precision engineering sector. There were also projects responding to. the diversification of supply chains for semiconductor equipment.""  
[X Link](https://x.com/illyquid/status/2021122404022616271)  2026-02-10T07:21Z [----] followers, [----] engagements


"https://www.collyerbridge.com/p/our-new-top-pick-in-singapore-56c https://www.collyerbridge.com/p/our-new-top-pick-in-singapore-56c"  
[X Link](https://x.com/illyquid/status/2021122584511905947)  2026-02-10T07:22Z [----] followers, [----] engagements


"I guess the bulk of the S$ 4.6B capital investment in electronics is $mu. Part of the $888M in precision engineering is VDL (supplier to Applied)"  
[X Link](https://x.com/illyquid/status/2021123698888159721)  2026-02-10T07:26Z [----] followers, [----] engagements


"https://www.collyerbridge.com/p/ctr-holdings-1416 https://www.collyerbridge.com/p/ctr-holdings-1416"  
[X Link](https://x.com/illyquid/status/2021421595642953951)  2026-02-11T03:10Z [----] followers, [----] engagements


"@rationalinvest8 @zephyr_z9 Japan"  
[X Link](https://x.com/illyquid/status/2021599858511998987)  2026-02-11T14:59Z [----] followers, [---] engagements


"You can have no AI exposure just riding the Singapore government putting out bullish takes on construction. H/T to @Floebertus for finding this theme all the way in Europe"  
[X Link](https://x.com/illyquid/status/2022142906086437178)  2026-02-13T02:56Z [----] followers, [---] engagements


"Our post on a responsible HK-listed dividend paying construction company with more cash than than its market cap. Free to read. https://www.collyerbridge.com/p/my-favourite-singapore-construction https://www.collyerbridge.com/p/my-favourite-singapore-construction"  
[X Link](https://x.com/illyquid/status/2022143481431638229)  2026-02-13T02:59Z [----] followers, [---] engagements


"Singapore has reserved land on Jurong Island for a 700MW low-carbon data center park embedding its next wave of digital infrastructure inside one of the worlds most advanced energy and petrochemical ecosystems. The island already houses power plants industrial utilities pipelines and storage infrastructure. It is also the center of pilot programs for hydrogen ammonia and future fuels. The opportunity aligns best with sovereign wealth funds infrastructure funds large-scale strategic developers and hyperscalers who intend to build long-term AI footprints anchored by Singapores governance legal"  
[X Link](https://x.com/illyquid/status/2012710752663351549)  2026-01-18T02:16Z [----] followers, [----] engagements


"The party for industrials continues. $iesc $etn and $hubb leading indicators for $iesc. $etn and $hubb leading indicators for $iesc"  
[X Link](https://x.com/illyquid/status/2019931387168714948)  2026-02-07T00:29Z [----] followers, [----] engagements


"$APH next. $CRDO Q3 FY2026: Revenue $404-408m (beat guidance) 200% YoY growth expected in FY2026 Mid-single digit sequential growth ahead https://t.co/o9ToCn6lte $CRDO Q3 FY2026: Revenue $404-408m (beat guidance) 200% YoY growth expected in FY2026 Mid-single digit sequential growth ahead https://t.co/o9ToCn6lte"  
[X Link](https://x.com/illyquid/status/2020974944650396136)  2026-02-09T21:35Z [----] followers, [----] engagements


"25 people read our note on $1416 yesterday and suddenly people are excited about the fact they might be building two Micron fabs in Singapore"  
[X Link](https://x.com/illyquid/status/2021421201282011150)  2026-02-11T03:09Z [----] followers, [----] engagements


"@teslabulltr They havent even gotten mainstream press attention yet"  
[X Link](https://x.com/illyquid/status/2021766528958705763)  2026-02-12T02:01Z [----] followers, [---] engagements


"Alot of attention on $acmr but the American subsystem companies have been no slouch either. $uctt $ichr $mksi"  
[X Link](https://x.com/illyquid/status/2010595038775087408)  2026-01-12T06:09Z [----] followers, [----] engagements


"$omse - their time will come"  
[X Link](https://x.com/illyquid/status/2019574890702201131)  2026-02-06T00:52Z [----] followers, [----] engagements


"Diversifying and building long term relationships with suppliers is helping all manner of companies in Asia. We published about one beneficiary in Singapore two days ago. We have a new idea for Japan tomorrow - a much bigger company also levered to memory supercycle. https://www.bloomberg.com/news/articles/2026-02-11/investors-rush-to-join-asia-s-ai-boom-as-global-markets-whipsawsrnd=homepage-asia https://www.bloomberg.com/news/articles/2026-02-11/investors-rush-to-join-asia-s-ai-boom-as-global-markets-whipsawsrnd=homepage-asia"  
[X Link](https://x.com/illyquid/status/2021519084534583398)  2026-02-11T09:38Z [----] followers, [----] engagements


"$enr.de - Siemens is so wildly underhyped here. They booked [---] gas turbines last quarter vs [---] for FY [--] and [---] for FY [--]. Now smashing the buyback and might spin off wind this year"  
[X Link](https://x.com/illyquid/status/2021527981165060451)  2026-02-11T10:13Z [----] followers, 17.2K engagements


"https://investors.vertiv.com/news/news-details/2026/Vertiv-Reports-Strong-Fourth-Quarter-with-Organic-Orders-Growth-of-252-and-Diluted-EPS-Growth-of-200-Adjusted-Diluted-EPS-37/default.aspx https://investors.vertiv.com/news/news-details/2026/Vertiv-Reports-Strong-Fourth-Quarter-with-Organic-Orders-Growth-of-252-and-Diluted-EPS-Growth-of-200-Adjusted-Diluted-EPS-37/default.aspx"  
[X Link](https://x.com/illyquid/status/2021545787612946543)  2026-02-11T11:24Z [----] followers, [----] engagements


"@aleabitoreddit https://www.nikkei.com/article/DGKKZO94278110X00C26A2MM8000/ https://www.nikkei.com/article/DGKKZO94278110X00C26A2MM8000/"  
[X Link](https://x.com/illyquid/status/2020045231090200626)  2026-02-07T08:01Z [----] followers, [----] engagements


"Following Nikkei's many articls WSJ is now profiling Nittobo too. Resonac and Ajinomoto also get shout-outs. https://www.wsj.com/tech/a-critical-ai-niche-is-dominated-by-one-little-known-japanese-company-d9101853 https://www.wsj.com/tech/a-critical-ai-niche-is-dominated-by-one-little-known-japanese-company-d9101853"  
[X Link](https://x.com/illyquid/status/2020832431406993899)  2026-02-09T12:09Z [----] followers, 91.9K engagements


"We also hope talk of corporate reform in Korea Japan and Singapore will bleed into the consciousness of management teams who don't seem to know how to hit the buyback"  
[X Link](https://x.com/illyquid/status/2021519493424672813)  2026-02-11T09:39Z [----] followers, [----] engagements


"Seikoh Giken hikes FY '25 forecasts for optical products. Sales +39%. Operating Profit +50%. Enjoy. We have a new top pick for Japan levered to HBM production. Its on the orange site. In particular you'll want to note $mu's comments yesterday about HBM production being in full swing shipping one quarter early and demand being "significantly higher" than the industry's https://t.co/smjGAtXiFs Enjoy. We have a new top pick for Japan levered to HBM production. Its on the orange site. In particular you'll want to note $mu's comments yesterday about HBM production being in full swing shipping one"  
[X Link](https://x.com/illyquid/status/2022222416429359527)  2026-02-13T08:12Z [----] followers, [----] engagements


"Ben offers a great intro to Taiwan. I also agree that Substacks should be bundled or rolled up and tried to do it myself. Interestingly at close to the [--] month mark Im only slightly behind Ben when he first started despite having a much smaller target audience. I have two weeks to catch him The tech world closely reads @benthompson's Stratechery and for good reason. On Cheeky Pint we discuss ads coming to AI the Saaspocalypse TSMC and the media business. (Plus: how to visit Taiwan.) 00:00:20 Visiting Taiwan 00:04:59 Aggregation and AI 00:23:53 TikTok/Bytedance https://t.co/Ixo3cMUQpW The tech"  
[X Link](https://x.com/illyquid/status/2022688987362791737)  2026-02-14T15:06Z [----] followers, [----] engagements


"Zephyr / Japan at it again"  
[X Link](https://x.com/anyuser/status/1988405171236553097)  2025-11-12T00:35Z [----] followers, [----] engagements


"Dont really want to ruin his drip feed of content but heres a freebie: MEC ($4971)"  
[X Link](https://x.com/illyquid/status/1988414832417403089)  2025-11-12T01:13Z [----] followers, [----] engagements


"POV: Checking in on our Wasion holdings this morning. (I invested some time to generate some content so I thought to use it regardless of price action lmk if I should stop)"  
[X Link](https://x.com/anyuser/status/1988428231310225885)  2025-11-12T02:06Z [----] followers, [----] engagements


"$6315 SK hynix to Begin HBM4 Equipment Orders This MonthInvestment Committee Meeting Imminent SK hynix will begin placing equipment orders for its next-generation HBM4 12-layer products as early as this month. The company initially planned to hold its Investment Review Committee https://t.co/OnR5nmUUoL SK hynix to Begin HBM4 Equipment Orders This MonthInvestment Committee Meeting Imminent SK hynix will begin placing equipment orders for its next-generation HBM4 12-layer products as early as this month. The company initially planned to hold its Investment Review Committee"  
[X Link](https://x.com/illyquid/status/1988438203481964956)  2025-11-12T02:46Z [----] followers, [----] engagements


"In the course of researching $1416 we also found evidence of $9998 being everywhere. They seem to have built a disproportionate number of schools and nursing homes in Singapore. $9998 pays a dividend and has a management that interacts with the media. Cheaper than $1416 too I think"  
[X Link](https://x.com/anyuser/status/1988793369712365604)  2025-11-13T02:17Z [----] followers, [----] engagements


"There are such incredible folks on this platform. $3393 @illyquid Don't worry good news today - State Grid is launching its 3rd tender. Electricity meters energy meters and current transformers prices are up 44-47% vs the 2nd tender @illyquid Don't worry good news today - State Grid is launching its 3rd tender. Electricity meters energy meters and current transformers prices are up 44-47% vs the 2nd tender"  
[X Link](https://x.com/anyuser/status/1988804863548092663)  2025-11-13T03:03Z [----] followers, [----] engagements


"Seikoh Giken results - a good end to the week 2x from here maybe Glad this worked out for the folks we talked this through with. Net Sales up 33.9% yoy Net Income up 188.6% yoy"  
[X Link](https://x.com/illyquid/status/1988896238729584784)  2025-11-13T09:06Z [----] followers, [----] engagements


"Malaysia's economy growing at its fastest pace in a year. Microsoft unveiling more of its US$ 2.2B investment in DCs. All tailwinds for $3393 supplying modular data center solutions and smart power meters. I'm going to visit some data centers tomorrow and look forward to reporting back. https://www.businesstimes.com.sg/international/asean/microsoft-launches-second-cloud-region-johor-bahru-boosting-malaysia-data-centre-development https://www.businesstimes.com.sg/international/asean/microsoft-launches-second-cloud-region-johor-bahru-boosting-malaysia-data-centre-development"  
[X Link](https://x.com/anyuser/status/1989338706113867888)  2025-11-14T14:24Z [----] followers, [----] engagements


"You were selling $2722 anon"  
[X Link](https://x.com/anyuser/status/1989559889061085487)  2025-11-15T05:03Z [----] followers, [----] engagements


"This theme is getting eyeballs. I've been digging into the power/grid bottlenecks outside of US as well and it is super interesting that this is happening everywhere. China is also way behind the US in IT datacenter load in GW. US even with its grid issues is still quite a bit ahead in compute and GW. https://t.co/J3ecUBJM9d I've been digging into the power/grid bottlenecks outside of US as well and it is super interesting that this is happening everywhere. China is also way behind the US in IT datacenter load in GW. US even with its grid issues is still quite a bit ahead in compute and GW."  
[X Link](https://x.com/anyuser/status/1989727504110846446)  2025-11-15T16:09Z [----] followers, [----] engagements


"While X frets about the short term direction of the AI trade China continues to invest in power. UBS has taken notice citing discounted Chinese power equipment manufacturers relative to global peers"  
[X Link](https://x.com/anyuser/status/1990013798623936884)  2025-11-16T11:07Z [----] followers, [----] engagements


"GM - checking in on the mental health of my followers. 💚"  
[X Link](https://x.com/anyuser/status/1990216233653035103)  2025-11-17T00:31Z [----] followers, [----] engagements


"We are two paying subs from [---]. Will upgrade the 100th sub comp six months and two gift subscriptions. LFG. Thank you - this is an outrageous conversion rate (even after deducting the [--] or so comp'd subs)"  
[X Link](https://x.com/anyuser/status/1990380568710951105)  2025-11-17T11:24Z [----] followers, [----] engagements


"Market is giving these guys a second chance. $5991.t"  
[X Link](https://x.com/illyquid/status/1995290013580591551)  2025-12-01T00:33Z [----] followers, [----] engagements


"@whhatisachoice $shg $wf"  
[X Link](https://x.com/illyquid/status/2004332965799837848)  2025-12-25T23:26Z [----] followers, [---] engagements


"NHK Spring. $WDC CEO: "But fundamentally if you look at data center architectures and the tiering between SSDs HDDs and tape that is unlikely to change over time right And we anticipate that HDDs will continue to remain roughly about 80% of the bits that start within the data center. https://t.co/LQZfisnygf $WDC CEO: "But fundamentally if you look at data center architectures and the tiering between SSDs HDDs and tape that is unlikely to change over time right And we anticipate that HDDs will continue to remain roughly about 80% of the bits that start within the data center."  
[X Link](https://x.com/illyquid/status/1984522286989553765)  2025-11-01T07:25Z [----] followers, [----] 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. :( They are in a difficult place. Car ownership is saturating and Chinese EVs are taking market share from Japanese brands. They are using less capacity than before and renting space to the Chinese. EVs also use fewer parts. They are in a difficult place. Car ownership is saturating and Chinese EVs are taking market share from Japanese brands. They are using less capacity than before and renting space to the Chinese. EVs also use fewer parts"  
[X Link](https://x.com/illyquid/status/1988528985714618496)  2025-11-12T08:47Z [----] followers, [----] engagements


"@kalldemout Yea I just shrugged it off and was ready to eat a bad number but not this bad. Really frustrating because just two weeks ago I kept hearing dire things about Japanese cars in Thailand"  
[X Link](https://x.com/illyquid/status/1988533831855751479)  2025-11-12T09:06Z [----] followers, [---] engagements


"NHK Spring needs to pull itself together and take advantage. 200EB is [--] million 20TB hard drives That's a lot "HDD is likely to face a supply shortage of around 200EB in 2026" 200EB is [--] million 20TB hard drives That's a lot "HDD is likely to face a supply shortage of around 200EB in 2026""  
[X Link](https://x.com/illyquid/status/1992791750822510973)  2025-11-24T03:05Z [----] followers, [----] engagements


"A surprising amount is useful. For example when i visited Thai car part manufacturers the intel they gave me foreshadowed the terrible results of NHK Springs automotive business (they also do HDD parts). In any case even if not useful its entertaining content and Im a content creator. https://twitter.com/i/web/status/1993181387105746955 https://twitter.com/i/web/status/1993181387105746955"  
[X Link](https://x.com/illyquid/status/1993181387105746955)  2025-11-25T04:54Z [----] followers, [--] engagements


"$nvda $3393.hk- According to two people with knowledge of the matter the Beijing-based tech company has made preliminary plans to spend Rmb160bn ($23bn) in capital expenditure in [----]. ByteDance plans to buy [-----] H200s in a test order which could cost about $20000 per unit the person said. The tech giant could significantly increase its capital expenditure for [----] if it gained unlimited access to buy more H200s according to people with knowledge of the companys plans. The company also continues to spend billions on leasing data centres overseas where it can legally access the most advanced"  
[X Link](https://x.com/illyquid/status/2003405657974915264)  2025-12-23T10:01Z [----] followers, [----] engagements


"$tpl $lb () - Intersect is a clean-energy developer backed by private equity firm TPG Inc. The company has been in close touch with hyperscalers this year marketing enormous data center sites in Texas which Intersects CEO Sheldon Kimber has called the Disneyland of energy for its abundant wind and solar resources. https://www.bloomberg.com/news/articles/2025-12-22/alphabet-to-buy-data-center-partner-intersect-for-4-75-billion https://www.bloomberg.com/news/articles/2025-12-22/alphabet-to-buy-data-center-partner-intersect-for-4-75-billion"  
[X Link](https://x.com/illyquid/status/2003139362096390538)  2025-12-22T16:23Z [----] followers, [----] engagements

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