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

Illiquid posts on X about singapore, $amat, bangkok, investment the most. They currently have XXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

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

- X Week XXXXXX -XX%
- X Month XXXXXXX +279%
- X Months XXXXXXX +1,498%
- X Year XXXXXXX +241%

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

- X Week XX -XX%
- X Month XXX +82%
- X Months XXX +545%
- X Year XXX +71%

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

- X Week XXX +6.10%
- X Month XXX +304%
- X Months XXX +834%
- X Year XXX +879%

### CreatorRank: XXXXXXX [#](/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 [#](/creator/twitter::1813374637868560384/influence)
---

**Social category influence**
[finance](/list/finance)  [countries](/list/countries)  [stocks](/list/stocks)  [travel destinations](/list/travel-destinations)  [technology brands](/list/technology-brands)  [automotive brands](/list/automotive-brands)  [currencies](/list/currencies)  [luxury brands](/list/luxury-brands)  [fashion brands](/list/fashion-brands) 

**Social topic influence**
[singapore](/topic/singapore) #1192, [$amat](/topic/$amat) #9, [bangkok](/topic/bangkok) #435, [investment](/topic/investment), [resilient](/topic/resilient), [instead of](/topic/instead-of), [pokmon](/topic/pokmon) #1343, [china](/topic/china), [$pry](/topic/$pry), [$vik](/topic/$vik)

**Top assets mentioned**
[Applied Materials, Inc. (AMAT)](/topic/$amat) [Viking Holdings Ltd (VIK)](/topic/$vik) [Lam Research Corporation (LRCX)](/topic/$lrcx)
### Top Social Posts [#](/creator/twitter::1813374637868560384/posts)
---
Top posts by engagements in the last XX hours

"Prysmian is providing the cables for hydropower from Sarawak to Singapore $pry"  
[X Link](https://x.com/illyquid/status/1979052758314459515) [@illyquid](/creator/x/illyquid) 2025-10-17T05:12Z XXX followers, XXX engagements


"Thats 700km of cables if you were wondering. Similar to the UK Denmark Viking Link"  
[X Link](https://x.com/illyquid/status/1979054078572249133) [@illyquid](/creator/x/illyquid) 2025-10-17T05:17Z XXX followers, XXX engagements


"Precision engineering includes semicon equipment and their components. It does not include semicons themselves (reported under Electronics) or MRO services (reported under Transport Engineering). See below. FAI refers to capital investment"  
[X Link](https://x.com/illyquid/status/1978770279066169820) [@illyquid](/creator/x/illyquid) 2025-10-16T10:29Z XXX followers, XX 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"  
[X Link](https://x.com/illyquid/status/1979150623372411002) [@illyquid](/creator/x/illyquid) 2025-10-17T11:40Z XXX followers, 3127 engagements


"One Bangkok is home to the worlds largest Swatch store. Not exactly bustling though"  
[X Link](https://x.com/illyquid/status/1979443907902738798) [@illyquid](/creator/x/illyquid) 2025-10-18T07:06Z XXX followers, 1048 engagements


"Big contributor to the Precision Engineering number is likely to be $amat who have a large footprint here"  
[X Link](https://x.com/illyquid/status/1978770282086093237) [@illyquid](/creator/x/illyquid) 2025-10-16T10:29Z XXX followers, XX engagements


"@capytalmgmt Deployed into matcha cafes in Bangkok"  
[X Link](https://x.com/illyquid/status/1979454602455192031) [@illyquid](/creator/x/illyquid) 2025-10-18T07:48Z XXX followers, XXX engagements


"@finphysnerd I was just looking at moving to Greece next. Would love to hear more ideas"  
[X Link](https://x.com/illyquid/status/1975174744518643943) [@illyquid](/creator/x/illyquid) 2025-10-06T12:22Z XXX followers, XXX engagements


"5 billion is getting deployed in Singapore small and mid-caps shortly. Start looking at beneficiaries"  
[X Link](https://x.com/illyquid/status/1975340112075731119) [@illyquid](/creator/x/illyquid) 2025-10-06T23:19Z XXX followers, 3898 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:"  
[X Link](https://x.com/illyquid/status/1975446610730795186) [@illyquid](/creator/x/illyquid) 2025-10-07T06:22Z XXX followers, 15K engagements


"You thought the AI circular deals were bad Wait till you see the Substack subscription revenue"  
[X Link](https://x.com/illyquid/status/1975468632248623481) [@illyquid](/creator/x/illyquid) 2025-10-07T07:49Z XXX followers, XXX engagements


"Ive been here XX mins and already learnt of a third order AI beneficiary trading like a shrinking company"  
[X Link](https://x.com/illyquid/status/1975760274998309269) [@illyquid](/creator/x/illyquid) 2025-10-08T03:08Z XXX followers, 2397 engagements


"Mitsubishi have centrestage on one of the floors. Very exciting things to come from them. Ill have an update published soon"  
[X Link](https://x.com/illyquid/status/1975780696271790084) [@illyquid](/creator/x/illyquid) 2025-10-08T04:30Z XXX followers, XXX engagements


"The decision to start a paid Substack was driven by two things. First instead of thinking XX 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 XX 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/illyquid/status/1976119636681949238) [@illyquid](/creator/x/illyquid) 2025-10-09T02:56Z XXX followers, 1587 engagements


"And instead of looking like an idiot the work has been surprisingly well received"  
[X Link](https://x.com/illyquid/status/1976121034228076584) [@illyquid](/creator/x/illyquid) 2025-10-09T03:02Z XXX followers, XXX engagements


"Still cheap if you back out cash use 2026 numbers and if you believe Singapore is going to follow through on a decade of publicly announced building plans. Some people won't touch an illiquid HK stock but the govt likes them and you can see them actually build stuff"  
[X Link](https://x.com/illyquid/status/1976136482902655185) [@illyquid](/creator/x/illyquid) 2025-10-09T04:03Z XXX followers, 1496 engagements


"Kawasaki are the only guys at the show with a bar. They have kept me here for too long"  
[X Link](https://x.com/illyquid/status/1976186998798025014) [@illyquid](/creator/x/illyquid) 2025-10-09T07:24Z XXX followers, XXX engagements


"@jadenkore @rubicon59 @MikeFritzell Theyll pay off some debt with that cash. But yes that leaves the remaining property port and a multiple on the Reit management fees. Price does not make sense. Dynamic here might repeat with Boustead and LHN"  
[X Link](https://x.com/illyquid/status/1976204928478752840) [@illyquid](/creator/x/illyquid) 2025-10-09T08:35Z XXX followers, XXX engagements


"Malaysia's unique constitutional monarchy has an interesting role to play in Johor's impressive data centre market"  
[X Link](https://x.com/illyquid/status/1976232497672507903) [@illyquid](/creator/x/illyquid) 2025-10-09T10:25Z XXX followers, XXX engagements


"@finphysnerd I learned from the foot fungus saga that if your investment needs to be debated to a certain extent you should just get out and move on"  
[X Link](https://x.com/illyquid/status/1976234991370879076) [@illyquid](/creator/x/illyquid) 2025-10-09T10:35Z XXX followers, 2242 engagements


"Imo foreign worker reduction is a greater risk in Johor the place where Centurion is aiming to grow. That risk can be overstated though - ultimately Johor needs to build and manufacture stuff and I think the Sultan (now King) will be pragmatic (see my short article explaining why)"  
[X Link](https://x.com/illyquid/status/1976244752002781280) [@illyquid](/creator/x/illyquid) 2025-10-09T11:14Z XXX followers, XXX engagements


"In Singapore both demand and supply is likely to be resilient. Supply is effectively managed by the Ministry of Manpower who licenses accomodation. Such regulation and "not-in-my-backyard" thinking means new players cannot enter the market. This is succinctly explained by management during their recent EGM below. Demand is chiefly driven by construction which is looking good for the next few years"  
[X Link](https://x.com/illyquid/status/1976245596114780278) [@illyquid](/creator/x/illyquid) 2025-10-09T11:17Z XXX followers, XXX engagements


"This is wild. I think you can tell I have no background in finance so the namedropping / flexing in your messages to me whilst ordinarily nauseating is really encouraging"  
[X Link](https://x.com/illyquid/status/1976266522814509354) [@illyquid](/creator/x/illyquid) 2025-10-09T12:40Z XXX followers, XXX engagements


"Starting a paid Substack is just the male version of opening a resortwear boutique. - high performing executive wife"  
[X Link](https://x.com/illyquid/status/1976404500060701144) [@illyquid](/creator/x/illyquid) 2025-10-09T21:48Z XXX followers, 1026 engagements


"@Andy__KH Hey thanks for commenting. That is all true but what is your point"  
[X Link](https://x.com/illyquid/status/1976483958058856899) [@illyquid](/creator/x/illyquid) 2025-10-10T03:04Z XXX followers, XXX engagements


"We confirmed an impressive ramp up in Johor that is supporting explosive growth"  
[X Link](https://x.com/illyquid/status/1976586060617691471) [@illyquid](/creator/x/illyquid) 2025-10-10T09:50Z XXX followers, 1663 engagements


"@Investmentideen Its illiquid. It happens. Let us buy the dips"  
[X Link](https://x.com/illyquid/status/1976591714723979396) [@illyquid](/creator/x/illyquid) 2025-10-10T10:12Z XXX followers, XXX engagements


"@MikeFritzell At the moment the opportunity cost of thinking about alternatives is pretty high"  
[X Link](https://x.com/illyquid/status/1976849746435481777) [@illyquid](/creator/x/illyquid) 2025-10-11T03:18Z XXX followers, XXX engagements


"Malaysia released its largest ever budget on Friday. If you like Singapore construction you might like this chart re infrastructure and construction spend"  
[X Link](https://x.com/illyquid/status/1977153299171492012) [@illyquid](/creator/x/illyquid) 2025-10-11T23:24Z XXX followers, XXX engagements


"Singapore media in the grip of property developers and property speculator complex Discuss"  
[X Link](https://x.com/illyquid/status/1977704914659779043) [@illyquid](/creator/x/illyquid) 2025-10-13T11:56Z XXX followers, XXX engagements


"They are in many places executing across all segments. V impressive stuff"  
[X Link](https://x.com/illyquid/status/1978046560165613571) [@illyquid](/creator/x/illyquid) 2025-10-14T10:33Z XXX followers, XXX engagements


"Housing Development Board launches 9144 more flats across XX projects. $9998.hk"  
[X Link](https://x.com/illyquid/status/1978302365938684200) [@illyquid](/creator/x/illyquid) 2025-10-15T03:30Z XXX followers, XXX engagements


"The second precision engineering idea is also getting qualified for aerospace customers. Unlike the first idea they have a solid marine business already so the trends they are riding look like the chart below. I believe it is a X p/e valuation under book value"  
[X Link](https://x.com/illyquid/status/1978949004026089529) [@illyquid](/creator/x/illyquid) 2025-10-16T22:19Z XXX followers, XXX engagements


"In same room as Thai Prime Minister on day two is record pace"  
[X Link](https://x.com/illyquid/status/1979525289442267181) [@illyquid](/creator/x/illyquid) 2025-10-18T12:29Z XXX followers, XX 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) [@illyquid](/creator/x/illyquid) 2025-10-06T02:18Z XXX followers, 14.6K engagements


"GDS series C - looking good for Wasion. $3393.hk"  
[X Link](https://x.com/illyquid/status/1978838833752887335) [@illyquid](/creator/x/illyquid) 2025-10-16T15:01Z XXX followers, XXX engagements


"Belgium shipped a 2k tonne bridge to Bangkok. It was built in XX hours in 1988"  
[X Link](https://x.com/illyquid/status/1979396873632055619) [@illyquid](/creator/x/illyquid) 2025-10-18T03:59Z XXX followers, XXX engagements


"Will be meeting the company and its associate at a trade show in Singapore in two weeks"  
[X Link](https://x.com/illyquid/status/1979491907014406147) [@illyquid](/creator/x/illyquid) 2025-10-18T10:17Z XXX followers, 1025 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) [@illyquid](/creator/x/illyquid) 2025-10-19T01:38Z XXX followers, 1552 engagements


"Wow Im green on all my LVMH buys again"  
[X Link](https://x.com/illyquid/status/1975575917985771688) [@illyquid](/creator/x/illyquid) 2025-10-07T14:56Z XXX followers, XXX engagements


"@Invesquotes Unlimited upside"  
[X Link](https://x.com/illyquid/status/1978350485276156266) [@illyquid](/creator/x/illyquid) 2025-10-15T06:41Z XXX followers, 1400 engagements


"We identified an $amat supplier here and have written it up with @Iqbal_yusuf1994. Coming soon"  
[X Link](https://x.com/illyquid/status/1978740665153372624) [@illyquid](/creator/x/illyquid) 2025-10-16T08:31Z XXX followers, 2133 engagements


"@RihardJarc This is what drew me to It has a stake in a Hitachi JV that is slept on"  
[X Link](https://x.com/illyquid/status/1978932084186956286) [@illyquid](/creator/x/illyquid) 2025-10-16T21:12Z XXX followers, XXX engagements


"@ThinkFinance999 @BenBajarin I remember reading somewhere that the China lead time is quite long too. However they have an impressive ability to ramp up production of almost anything"  
[X Link](https://x.com/illyquid/status/1978937520781168786) [@illyquid](/creator/x/illyquid) 2025-10-16T21:34Z XXX followers, XX engagements


"@Beth_Kindig Increased capex too Should lift suppliers $AMAT $LRCX $ASML"  
[X Link](https://x.com/illyquid/status/1978950938640429296) [@illyquid](/creator/x/illyquid) 2025-10-16T22:27Z XXX followers, XXX engagements


"@the_zack_zhu @rubicon59 They are securitising the loans"  
[X Link](https://x.com/illyquid/status/1979761468938887183) [@illyquid](/creator/x/illyquid) 2025-10-19T04:08Z XXX followers, XX 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"  
[X Link](https://x.com/illyquid/status/1977245252093427993) [@illyquid](/creator/x/illyquid) 2025-10-12T05:29Z XXX followers, 5310 engagements


"In September Singapore shipped XXXX% more specialised machinery to Taiwan y-o-y and XXXX% more to China"  
[X Link](https://x.com/illyquid/status/1978984901706727691) [@illyquid](/creator/x/illyquid) 2025-10-17T00:42Z XXX followers, XXX engagements


"@SimeonResearch_ Guy I was with walked into a Pokmon store and bought the whole stock out. Not even English or Japanese cards but Thai. I should do an unboxing video"  
[X Link](https://x.com/illyquid/status/1979823869331677469) [@illyquid](/creator/x/illyquid) 2025-10-19T08:16Z XXX followers, XX engagements