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

Illiquid posts on X about singapore, ai, in the, data 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 [-------] +210%
- [--] Month [-------] +75%
- [--] Months [---------] +28,972%
- [--] Year [---------] +2,785%

### 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 [--] +34%
- [--] Month [---] +21%
- [--] 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 [-----] +12%
- [--] Month [-----] +33%
- [--] Months [-----] +4,317%
- [--] Year [-----] +4,774%

### 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**
[countries](/list/countries)  23.61% [stocks](/list/stocks)  22.22% [finance](/list/finance)  19.44% [technology brands](/list/technology-brands)  7.64% [currencies](/list/currencies)  2.78% [social networks](/list/social-networks)  2.08% [cryptocurrencies](/list/cryptocurrencies)  1.39% [automotive brands](/list/automotive-brands)  1.39% [luxury brands](/list/luxury-brands)  0.69% [fashion brands](/list/fashion-brands)  0.69%

**Social topic influence**
[singapore](/topic/singapore) #364, [ai](/topic/ai) 6.94%, [in the](/topic/in-the) 6.94%, [data](/topic/data) #1427, [japan](/topic/japan) #1256, [$omse](/topic/$omse) 5.56%, [market](/topic/market) 4.86%, [company](/topic/company) #1270, [investment](/topic/investment) #3334, [pay](/topic/pay) 4.17%

**Top accounts mentioned or mentioned by**
[@mingmongpingpon](/creator/undefined) [@blinklebloop](/creator/undefined) [@gabgrowth](/creator/undefined) [@iqbalyusuf1994](/creator/undefined) [@zephyrz9](/creator/undefined) [@stockreveal](/creator/undefined) [@jukanlosreve](/creator/undefined) [@hamsarris6](/creator/undefined) [@cruxcapital](/creator/undefined) [@floebertus](/creator/undefined) [@buccocapital](/creator/undefined) [@biohazard3737](/creator/undefined) [@oysteinbarmen](/creator/undefined) [@deitaone](/creator/undefined) [@wingsorc](/creator/undefined) [@finphysnerd](/creator/undefined) [@invesquotes](/creator/undefined) [@r33nd3r](/creator/undefined) [@chipflare](/creator/undefined) [@zephyr_z9](/creator/undefined)

**Top assets mentioned**
[OMS Energy Technologies Inc. (OMSE)](/topic/$omse) [ACM Research, Inc. Class A Common Stock (ACMR)](/topic/$acmr) [Microsoft Corp. (MSFT)](/topic/$msft) [Micron Technology, Inc. (MU)](/topic/$mu) [Amphenol Corporation (APH)](/topic/$aph) [Applied Materials, Inc. (AMAT)](/topic/$amat) [Lumentum Holdings Inc. Common Stock (LITE)](/topic/$lite) [Alltoscan (ATS)](/topic/$ats) [Simon Property Group Inc (SPG)](/topic/$spg) [MKS Instruments Inc (MKSI)](/topic/$mksi) [TTM Technologies Inc (TTMI)](/topic/$ttmi) [Teradyne, Inc. (TER)](/topic/$ter)
### Top Social Posts
Top posts by engagements in the last [--] hours

"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, 136.3K 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, 17.1K 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


"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


"$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


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


"$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


"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


"$aixa - why up today"  
[X Link](https://x.com/illyquid/status/2007088926998278529)  2026-01-02T13:57Z [----] 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


"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


"$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


"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


"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


"Micron announced today it also expanding its F10A fab in Singapore. Sounds like news. $asml $amat $8637"  
[X Link](https://x.com/illyquid/status/2013923390441361559)  2026-01-21T10:35Z [----] followers, 10.6K 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


"$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


"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


"Lasers vs the Sun. $lite $enph"  
[X Link](https://x.com/illyquid/status/2018825594356810220)  2026-02-03T23:15Z [----] 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


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


"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


"$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


"@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


"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


"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


"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


"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


"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


"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


"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/anyuser/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/anyuser/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/anyuser/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/anyuser/status/1984989643436138754)  2025-11-02T14:23Z [----] followers, 42.7K 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/anyuser/status/1986247468053635089)  2025-11-06T01:41Z [----] 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/anyuser/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/anyuser/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/anyuser/status/1987903162058219833)  2025-11-10T15:20Z [----] followers, 23.8K 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/anyuser/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/anyuser/status/1988419190303408623)  2025-11-12T01:30Z [----] followers, 27.8K 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/anyuser/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/anyuser/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/anyuser/status/1989245812153675911)  2025-11-14T08:15Z [----] followers, [----] 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/anyuser/status/1987976901932290306)  2025-11-10T20:13Z [----] followers, 51.3K 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


"$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


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


"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


"$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, 11K 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, 91.4K 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


"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


"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


"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, 30.5K 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


"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


"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


"Dialed into this $mob.st call - subset data is large enough to warrant making this announcement. putting aside all the usual pessimism the positives are - do not see Sweden sales being affected because this is OTC there - do not see registration in Canada being affected"  
[X Link](https://x.com/anyuser/status/1834587823615459389)  2024-09-13T13:39Z [----] followers, [---] engagements


"Transcribed the $mob.st redeye interview with Teams. More comfortable in Swedish. World leading topical killing fungus in 76% of patients. No other comes close. Allderma won award for best rollout. Goal to be market leader in every market we enter (Yasss Anna)"  
[X Link](https://x.com/anyuser/status/1836340039955128660)  2024-09-18T09:42Z [----] followers, [----] engagements


"Anna does an interview and moves the stonk 7%. Well done Anna. Another 250% to go"  
[X Link](https://x.com/anyuser/status/1836404715208458655)  2024-09-18T13:59Z [----] followers, [----] engagements


"@buccocapital @Biohazard3737 Worked ten years like this. It is very taxing on the body and it has taken me a year to undo the damage"  
[X Link](https://x.com/anyuser/status/1944413658571751612)  2025-07-13T15:08Z [----] followers, [----] engagements


"$BQF.SI is now more tied at the waist with Mitsubishi. This news changed my view on the valuation and I have (with some difficulty) repurchased the shares I sold. Essentially this is a mini PSIX at [--] PE. https://www.xmh.com.sg/XMHH/wp-content/uploads/2025/09/XMH_Proposed_Partial_Disposal_of_Shares_in_MPG.pdf https://www.xmh.com.sg/XMHH/wp-content/uploads/2025/09/XMH_Proposed_Partial_Disposal_of_Shares_in_MPG.pdf"  
[X Link](https://x.com/anyuser/status/1968142402751008902)  2025-09-17T02:38Z [----] followers, [----] engagements


"Pointed out to me yesterday that Singapore construction is on track for S$60bn this year higher than the top end of the government's forecast. This is unprecedented with many large projects ongoing at the same time. https://www1.bca.gov.sg/docs/default-source/docs-corp-form/free_stats.pdfsfvrsn=4d68fbe4_160 https://www1.bca.gov.sg/docs/default-source/docs-corp-form/free_stats.pdfsfvrsn=4d68fbe4_160"  
[X Link](https://x.com/anyuser/status/1971407641537806364)  2025-09-26T02:53Z [----] followers, [----] engagements


"$ou8.si - Centurion chairman bought another 100k shares yesterday making a total of 300k at around S$1.45. I get the sense these guys get a kick out of seeing their stock go parabolic. which is usually a red flag for me but I am here for the ride on this one"  
[X Link](https://x.com/anyuser/status/1973550411400487345)  2025-10-02T00:47Z [----] followers, [----] engagements


"@oystein_barmen The whole market is ripping and people want to own something that needs this level of debate"  
[X Link](https://x.com/anyuser/status/1973786704374108588)  2025-10-02T16:26Z [----] followers, [----] engagements


"Hard at work in Singapore"  
[X Link](https://x.com/anyuser/status/1974778369368883581)  2025-10-05T10:07Z [----] followers, [----] engagements


"@DeItaone Transformer manufacturers have multi-year backlogs are rapidly expanding capacity and trade at high valuations. Some cheaper companies own stakes in transformer manufacturing facilities though: https://tinyurl.com/4hxc68rr https://tinyurl.com/4hxc68rr"  
[X Link](https://x.com/anyuser/status/1975446610730795186)  2025-10-07T06:22Z [----] followers, 15K engagements


"@zephyr_z9 Lol this was just a fire drill for the bubble popping. Back to work everyone"  
[X Link](https://x.com/anyuser/status/1975679027810804055)  2025-10-07T21:46Z [----] followers, [----] engagements


"@stockreveal I never paywall the ticker. The value (conviction) is behind the paywall"  
[X Link](https://x.com/anyuser/status/1975751326555410644)  2025-10-08T02:33Z [----] followers, [----] engagements


"The value of an annual sub is you get a full time lunatic with (some) resources a network [--] years in the industry working for you. @stockreveal I never paywall the ticker. The value (conviction) is behind the paywall @stockreveal I never paywall the ticker. The value (conviction) is behind the paywall"  
[X Link](https://x.com/anyuser/status/1975753018327839029)  2025-10-08T02:40Z [----] followers, [----] engagements


"Ive been here [--] mins and already learnt of a third order AI beneficiary trading like a shrinking company"  
[X Link](https://x.com/anyuser/status/1975760274998309269)  2025-10-08T03:08Z [----] followers, [----] engagements


"The decision to start a paid Substack was driven by two things. First instead of thinking [--] dollars a month is too much for a newsletter I thought - how much would I pay a relentless curious smart person to be an employee at my SME Surely it is orders of magnitude more than [--] dollars. That is no-brainer for an employer - you don't even have to use the work if you don't like it. Second how do I capture the "economic surplus" of work where I'm either at my max risk tolerance or have to pass. Surely someone else has interest in the information"  
[X Link](https://x.com/anyuser/status/1976119636681949238)  2025-10-09T02:56Z [----] followers, [----] engagements


"@WingsORC @finphysnerd I can recite the whole thing by heart because I had to explain to the wife why we were eating at McDonalds and that she should not leave me"  
[X Link](https://x.com/anyuser/status/1976240992220217505)  2025-10-09T10:59Z [----] followers, [---] 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. New post just out: Oriental Watch (398 HK): Blue chip Chinese Rolex dealer at 8x P/E and 50% net cash/market cap https://t.co/ooaUFEBWNu New post just out: Oriental Watch (398 HK): Blue chip Chinese Rolex dealer at 8x P/E and 50% net cash/market cap https://t.co/ooaUFEBWNu"  
[X Link](https://x.com/anyuser/status/1977245252093427993)  2025-10-12T05:29Z [----] followers, [----] 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 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. https://t.co/duXmuvkT6O 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"  
[X Link](https://x.com/anyuser/status/1979150623372411002)  2025-10-17T11:40Z [----] followers, [----] 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](https://x.com/anyuser/status/1980233915546894783)  2025-10-20T11:25Z [----] followers, [----] engagements


"$9998.hk paywall has been removed as promised. It still trades at LTM PE of [--] with $93.7m in cash and 19% more revenue recognised in this financial year. Can't really buy alot of it but it was a nice 40% win. New domain is also now live. https://www.collyerbridge.com/p/my-favourite-singapore-construction https://www.collyerbridge.com/p/my-favourite-singapore-construction"  
[X Link](https://x.com/anyuser/status/1981636320696144131)  2025-10-24T08:18Z [----] followers, 15K engagements


"$8637 only has 44m in revenue and makes the components that go into the equipment $mu is buying. 📈 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. https://t.co/rfCiE9gYtT 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. https://t.co/rfCiE9gYtT"  
[X Link](https://x.com/anyuser/status/1982086482597998942)  2025-10-25T14:06Z [----] followers, [----] engagements


"Love my new job"  
[X Link](https://x.com/anyuser/status/1982638754394468608)  2025-10-27T02:41Z [----] followers, [----] engagements


"$1416 - at HK$ [----] it trades at a P/E of [--]. Used to trade around 5-6. They might give a business update at the end of the week. If industrial construction slows down they will fall back on public sector infra and institutional buildings (hospitals etc)"  
[X Link](https://x.com/anyuser/status/1982976833831481683)  2025-10-28T01:04Z [----] followers, [----] engagements


"Nice win again. $omse. I did find someone to talk to about this at the energy conference today"  
[X Link](https://x.com/anyuser/status/1983178105759182992)  2025-10-28T14:24Z [----] followers, [----] engagements


"@Invesquotes Creating exit liquidity and making money at the same time"  
[X Link](https://x.com/anyuser/status/1983431840292835789)  2025-10-29T07:12Z [----] followers, [----] engagements


"The people who encouraged me to publish are winning and it is beautiful to watch"  
[X Link](https://x.com/anyuser/status/1983531107829371049)  2025-10-29T13:47Z [----] followers, [----] engagements


"This HK company sold HK$ 500m in precision engineering equipment to SEA last year almost 70% growth. Going to make some enquiries today - lots of people to interrogate"  
[X Link](https://x.com/anyuser/status/1983740838640504976)  2025-10-30T03:40Z [----] followers, [----] engagements


"I heard Fintwit was debating the extinction of rockstar sell side analysts. There was a big dichotomy between what was happening on the ground when we speak to merchants and retailers versus what the investor base thought was happening" - not rocket science tho. https://www.bloomberg.com/news/articles/2025-10-30/fiserv-s-only-bear-is-a-26-year-old-analyst-who-beat-wall-streetsrnd=homepage-asia https://www.bloomberg.com/news/articles/2025-10-30/fiserv-s-only-bear-is-a-26-year-old-analyst-who-beat-wall-streetsrnd=homepage-asia"  
[X Link](https://x.com/anyuser/status/1984050806870704158)  2025-10-31T00:12Z [----] followers, 15.5K engagements


"This must be such a blind spot for Fintwit. Bra analysis. The tzuyu bra on victoria secret's website has SOLD OUT AGAIN With over 4k+ bought in the last [--] hours The tzuyu bra remains in high demand with more people still waiting for another restock #TZUYU #TWICE # https://t.co/hV25558CiM The tzuyu bra on victoria secret's website has SOLD OUT AGAIN With over 4k+ bought in the last [--] hours The tzuyu bra remains in high demand with more people still waiting for another restock #TZUYU #TWICE # https://t.co/hV25558CiM"  
[X Link](https://x.com/anyuser/status/1984226953608769783)  2025-10-31T11:52Z [----] followers, 11.5K engagements


"Someone was kind enough to invite me to view their new $9998 built home"  
[X Link](https://x.com/anyuser/status/1984921309311279333)  2025-11-02T09:51Z [----] followers, [----] engagements


"Looking forward to HK open as I shall be awash in a sea of green. Will delete if wrong obvs"  
[X Link](https://x.com/anyuser/status/1985019273925050568)  2025-11-02T16:20Z [----] followers, [----] engagements


"$3393 $2722 Hearing from a trusted source that grid investment is very central to Chinas next [--] Year Plan (to be publicly presented in March 2026).this is very copper intensive. China is apparently planning to increase power grid investment by 30-40% over the next [--] years. This is Hearing from a trusted source that grid investment is very central to Chinas next [--] Year Plan (to be publicly presented in March 2026).this is very copper intensive. China is apparently planning to increase power grid investment by 30-40% over the next [--] years. This is"  
[X Link](https://x.com/anyuser/status/1985102733985370381)  2025-11-02T21:52Z [----] followers, [----] engagements


"$1416 - Drove around a few industrial sites last week identifying their data center and semicon plant projects. Their numbers still exceeded my estimates. 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)"  
[X Link](https://x.com/anyuser/status/1985159835370102813)  2025-11-03T01:39Z [----] followers, [----] engagements


"Grok thinks there is [--] to 7x upside for $1416. Let's not get ahead of ourselves here but this explains why I just smashed the ask when the market opened"  
[X Link](https://x.com/anyuser/status/1985243772431827406)  2025-11-03T07:12Z [----] followers, [----] engagements


"More tomorrow. Looking forward to HK open as I shall be awash in a sea of green. Will delete if wrong obvs. Looking forward to HK open as I shall be awash in a sea of green. Will delete if wrong obvs"  
[X Link](https://x.com/anyuser/status/1985268601352593808)  2025-11-03T08:51Z [----] followers, [----] engagements


"Foot fungus helped me dodge the $qure bullet. Never again"  
[X Link](https://x.com/anyuser/status/1985334776174387469)  2025-11-03T13:14Z [----] followers, 11.9K engagements


"GM. There are still folks selling this pure play on Singapore semicon and data center build out at a valuation lower than its peers working on more pedestrian projects. Looking forward to HK open as I shall be awash in a sea of green. Will delete if wrong obvs. Looking forward to HK open as I shall be awash in a sea of green. Will delete if wrong obvs"  
[X Link](https://x.com/anyuser/status/1985535315097108799)  2025-11-04T02:31Z [----] followers, [----] engagements


"Sent decks on Kwan Yong Holdings to value investor club in Singapore. Lets see. $9998.hk paywall has been removed as promised. It still trades at LTM PE of [--] with $93.7m in cash and 19% more revenue recognised in this financial year. Can't really buy alot of it but it was a nice 40% win. New domain is also now live. https://t.co/c3DuCmpNoh $9998.hk paywall has been removed as promised. It still trades at LTM PE of [--] with $93.7m in cash and 19% more revenue recognised in this financial year. Can't really buy alot of it but it was a nice 40% win. New domain is also now live."  
[X Link](https://x.com/anyuser/status/1985554385573953613)  2025-11-04T03:47Z [----] followers, [----] engagements


"Nice to see $1416 and $9998 holding up. Tbh I only work this hard because I own CSU and TVK and I need something differentiated to keep the lights on"  
[X Link](https://x.com/anyuser/status/1985911801729761647)  2025-11-05T03:27Z [----] followers, [----] engagements


"Pretty wild that at a certain size you can just do site visits confirm stuff put an extra [--] mil in your DCF and profit. I mean its work I used to do but never to make money in the public markets. To go from reading Buffett quotes ad nauseam on Twitter to this is wild. Thanks Myles. Gonna rock up to the pass office at the Micron site now and see if CTR is involved. What a story if this pans out. Its not much but its honest work. :) Thanks Myles. Gonna rock up to the pass office at the Micron site now and see if CTR is involved. What a story if this pans out. Its not much but its honest work."  
[X Link](https://x.com/anyuser/status/1986024442204766266)  2025-11-05T10:55Z [----] followers, [----] engagements


"The guy who sold $psix at $120 was absolutely spot on. You should follow the accounts who are willing to tell it to you straight - like Maius here. @illyquid The Companys updated full-year outlookanticipating 45% sales growth in [----] vs. 2024warrants closer attention to implied Q4 trends as YTD growth already stands at 60%. Meanwhile the 400bps gross margin contraction from Q225 to Q325 in the largest AI bull market though https://t.co/OsyHCWLpiN @illyquid The Companys updated full-year outlookanticipating 45% sales growth in [----] vs. 2024warrants closer attention to implied Q4 trends as YTD"  
[X Link](https://x.com/anyuser/status/1986572653155786849)  2025-11-06T23:13Z [----] followers, 23.1K engagements


"Thought I'd provide a field report from my week in Bangkok. I spoke with factory owners a car part manufacturer the founder of a healthcare conglomerate and an analyst who used to cover industrial property developers. 🧵 The economy is on the brink of utter collapse - you may be right that Thailand has issues but it reminds me of the talk about US stocks in [----] around the time of the double dip recession. The economy is on the brink of utter collapse - you may be right that Thailand has issues but it reminds me of the talk about US stocks in [----] around the time of the double dip recession"  
[X Link](https://x.com/anyuser/status/1986600764530413646)  2025-11-07T01:05Z [----] followers, [----] engagements


"Research For our new followers as $PSIX imports a lot of inventory from offshore to produce the gensets. One dataset we also pay particular attention to is the import manifests which peaked in June and has consistently declined for the past few months hence the Q4 outlook was less of a https://t.co/oZvnSr8C7r For our new followers as $PSIX imports a lot of inventory from offshore to produce the gensets. One dataset we also pay particular attention to is the import manifests which peaked in June and has consistently declined for the past few months hence the Q4 outlook was less of a"  
[X Link](https://x.com/anyuser/status/1986787286479163422)  2025-11-07T13:26Z [----] followers, [----] engagements


"Idea: If you found an interesting stock on twitter and there is more than one big account tweeting about it ⛳worth revisiting. $psix What you want is one small account tweeting about it often with pfp of anime character"  
[X Link](https://x.com/anyuser/status/1986810124116344991)  2025-11-07T14:57Z [----] followers, 29.6K engagements


"Cooling is starting to be bottleneck. A MUST-read interview with a high-ranking $MSFT employee on data centers and what is happening right now ( $NVDA/ $AMD liquid cooling and HHD): [--]. The challenges that $MSFT is having right now are energy and liquid cooling. To improve its goodwill with municipalities $MSFT is https://t.co/jQTfhnxQga A MUST-read interview with a high-ranking $MSFT employee on data centers and what is happening right now ( $NVDA/ $AMD liquid cooling and HHD): [--]. The challenges that $MSFT is having right now are energy and liquid cooling. To improve its goodwill with"  
[X Link](https://x.com/anyuser/status/1987205669087486240)  2025-11-08T17:08Z [----] followers, 61.5K engagements


"Solving the market debate Will people pay for AI Overlay of token consumption vs net new ARR growth at AlphaSense for your read-through 😮 https://t.co/TYKhGPEUTy Solving the market debate Will people pay for AI Overlay of token consumption vs net new ARR growth at AlphaSense for your read-through 😮 https://t.co/TYKhGPEUTy"  
[X Link](https://x.com/anyuser/status/1987363434711888118)  2025-11-09T03:35Z [----] followers, [----] engagements


"Enron hid losses through fraudulent nondisclosures. [----] triggered by subprime mortgagors not the best businesses we have ever seen. This financial engineering is typical for project finance (think roads solar farms etc) the notable difference here being the rapid depreciation of chips. 🦔Meta is hiding $30 billion in AI infrastructure debt off its balance sheet using special purpose vehicles echoing the financial engineering that triggered Enron's collapse and the [----] mortgage crisis. Morgan Stanley estimates tech firms will need $800 billion from private https://t.co/9uMcW4zv36 🦔Meta is"  
[X Link](https://x.com/anyuser/status/1987625590720221327)  2025-11-09T20:57Z [----] followers, 17K engagements


"More people are catching on. We caught one beneficiary relatively early and there is another on our watchlist benefitting from Day One's expansion. Malaysias data center capacity will more than quadruple beyond [----] to 4GW from 835MW now to become one of the largest data center markets in the Asia-Pacific region media report noting hotspots include Johor Kuala Lumpur and Cyberjaya. Data centers consume around 27000MW Malaysias data center capacity will more than quadruple beyond [----] to 4GW from 835MW now to become one of the largest data center markets in the Asia-Pacific region media report"  
[X Link](https://x.com/anyuser/status/1987886286745862340)  2025-11-10T14:13Z [----] followers, [----] engagements


"What a ride if our portfolios can go from max long consumer internet to software to chips to industrials to robots. HONG KONG-LISTED EV MAKER XPENG UP 15% TO HIGHEST LEVEL IN MORE THAN THREE YEARS Xpeng Shares Surge on Optimism Over Progress in Humanoid Robots Xpeng Inc. shares climbed to an eight-month high as optimism grew over the Chinese EV makers advancements in humanoid robotics and https://t.co/jUfkyR5BEu HONG KONG-LISTED EV MAKER XPENG UP 15% TO HIGHEST LEVEL IN MORE THAN THREE YEARS Xpeng Shares Surge on Optimism Over Progress in Humanoid Robots Xpeng Inc. shares climbed to an"  
[X Link](https://x.com/anyuser/status/1988079897965981855)  2025-11-11T03:02Z [----] followers, [----] engagements


"We have a draft $1416 write up in circulation now. Iqbal has done a good job of rounding it off by discussing their public sector work - hospitals subway stations etc. I was only focused on the DCs and semicon fabs"  
[X Link](https://x.com/anyuser/status/1988086536882319722)  2025-11-11T03:29Z [----] followers, [----] engagements


"POV: You check your Wasion holdings at mid-day"  
[X Link](https://x.com/anyuser/status/1988112667492708680)  2025-11-11T05:12Z [----] followers, 17.6K engagements


"SGX valuations are creeping up but there are still HKSE listed bargains to be found. Very comfortable investing in Singapore particularly anything fueled by its world class and relentless civil service. $1416 $9998 The 225% Problem: U.S. equities are now worth more than 2x U.S. GDP the richest valuation in history As capital flows realigns discover why Singapores equities stand apart as global money seeks to diversify out of the US https://t.co/yHdcJQ92gA https://t.co/IBbKOeRQju The 225% Problem: U.S. equities are now worth more than 2x U.S. GDP the richest valuation in history As capital"  
[X Link](https://x.com/anyuser/status/1988120547595874610)  2025-11-11T05:44Z [----] followers, [----] engagements


"There appears to be a mafia of Asian tech furus. @illyquid Damn U know about Wasion too Nice @illyquid Damn U know about Wasion too Nice"  
[X Link](https://x.com/anyuser/status/1988135497684984140)  2025-11-11T06:43Z [----] followers, [----] engagements


"If I had subscribed to @Jukanlosreve a few days earlier I would be up an extra five figures today. No brainer +EV move to pay for information"  
[X Link](https://x.com/anyuser/status/1988140103194341714)  2025-11-11T07:01Z [----] followers, [----] engagements


"$1133 $2722 $3393 China to step up policy support for private investment in energy sector https://t.co/oFmIahFmFv China to step up policy support for private investment in energy sector https://t.co/oFmIahFmFv"  
[X Link](https://x.com/anyuser/status/1988202897293840862)  2025-11-11T11:11Z [----] followers, [----] engagements


"The actual Shaq and Kobe are @zephyr_z9 and @Jukanlosreve. Im happy to be Rick Fox of Asian infra. The combo I never knew I needed @illyquid and @zephyr_z9 Shaq and Kobe of Asian infra The combo I never knew I needed @illyquid and @zephyr_z9 Shaq and Kobe of Asian infra"  
[X Link](https://x.com/anyuser/status/1988371086204166455)  2025-11-11T22:19Z [----] 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/anyuser/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/anyuser/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/anyuser/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

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