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#  @illyquid Illiquid
Illiquid posts on X about $5991t, $lite, japan, ai the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXXX engagements in the last XX hours.
### Engagements: XXXXXX [#](/creator/twitter::1813374637868560384/interactions)
- X Week XXXXXX -XX%
- X Month XXXXXXX +76%
- X Months XXXXXXX +86,351%
- X Year XXXXXXX +1,610%
### Mentions: XX [#](/creator/twitter::1813374637868560384/posts_active)
- X Week XX -XX%
- X Month XXX +16%
- X Months XXX +8,900%
- X Year XXX +335%
### Followers: XXXXX [#](/creator/twitter::1813374637868560384/followers)
- X Week XXXXX +6.30%
- X Month XXXXX +104%
- X Months XXXXX +2,661%
- X Year XXXXX +2,726%
### CreatorRank: XXXXXXX [#](/creator/twitter::1813374637868560384/influencer_rank)
### Social Influence
**Social category influence**
[countries](/list/countries) XXXX% [stocks](/list/stocks) XXXX% [technology brands](/list/technology-brands) XXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [currencies](/list/currencies) XXXX% [automotive brands](/list/automotive-brands) XXXX% [finance](/list/finance) XXXX% [exchanges](/list/exchanges) XXX%
**Social topic influence**
[$5991t](/topic/$5991t) #1, [$lite](/topic/$lite) #25, [japan](/topic/japan) 3.61%, [ai](/topic/ai) #5379, [$ats](/topic/$ats) #5, [mitsubishi](/topic/mitsubishi) #81, [level](/topic/level) 2.41%, [$8306t](/topic/$8306t) #81, [$8058t](/topic/$8058t) #81, [singapore](/topic/singapore) XXXX%
**Top accounts mentioned or mentioned by**
[@stfbutnou](/creator/undefined) [@meetshahms](/creator/undefined) [@thebeingintime](/creator/undefined) [@iqbalyusuf1994](/creator/undefined) [@simeonresearch_](/creator/undefined) [@pearsonpc](/creator/undefined) [@teaparty1234](/creator/undefined) [@alexkehr](/creator/undefined) [@viggykrishnan](/creator/undefined) [@fedex774](/creator/undefined) [@simeonresearch](/creator/undefined) [@analysisop](/creator/undefined) [@zijingwu](/creator/undefined) [@zephyrz9](/creator/undefined) [@blondesnmoney](/creator/undefined) [@iqbalyusuf1994s](/creator/undefined) [@cruxcapital](/creator/undefined) [@joeytoughknukle](/creator/undefined) [@gavinsbaker](/creator/undefined) [@stockreveal](/creator/undefined)
**Top assets mentioned**
[Lumentum Holdings Inc. Common Stock (LITE)](/topic/$lite) [Alltoscan (ATS)](/topic/$ats) [Credo Technology Group Holding Ltd Ordinary Shares (CRDO)](/topic/$crdo) [Marvell Technology Inc (MRVL)](/topic/$mrvl) [Coherent Inc (COHR)](/topic/$cohr) [Applied Materials, Inc. (AMAT)](/topic/$amat) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Micron Technology, Inc. (MU)](/topic/$mu) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [DigitalBridge Group, Inc. (DBRG)](/topic/$dbrg) [Western Digital Corp (WDC)](/topic/$wdc) [Suncor Energy, Inc. (SU)](/topic/$su)
### Top Social Posts
Top posts by engagements in the last XX hours
"The Japanese data center value chain theme has been very popular. My personal basket is 3x Seikoh Giken 2x Union Tool 1x Towa Corp 1x Fujibo 0.5x NHK Spring. These are broadly oligopolistic manufacturers benefitting from demand in optics PCBs HBM and HDDs. This is discussed in various places but principally here. $6834.t $6278.t $6315.t $3104.t $5991.t"
[X Link](https://x.com/illyquid/status/1995452723068862611) 2025-12-01T11:19Z 2515 followers, XXX engagements
"Mitsubishi Electrics competition is also preparing to increase production capacity for optical devices in light of these forecasts. Sumitomo Electric Industries will double capacity for optical devices in fiscal 2026 compared with the fiscal 2024 level aiming to tap the rapidly growing demand. Lumentum Japan an affiliate of U.S.-based Lumentum Holdings with roots in Hitachi intends to raise its production volume of optical devices to six times the 2024 level in 2027. The company plans to boost production efficiency by using larger-diameter semiconductor wafers for optical devices mainly at"
[X Link](https://x.com/illyquid/status/1998336938965942557) 2025-12-09T10:20Z 2515 followers, XXX engagements
"Prysmian is providing the cables for hydropower from Sarawak to Singapore $pry"
[X Link](https://x.com/illyquid/status/1979052758314459515) 2025-10-17T05:12Z 2440 followers, 1206 engagements
"@TeaParty_1234 Don't follow either closely but why wouldn't you own a South Korean bank for that price See Shinhan Financial"
[X Link](https://x.com/illyquid/status/1981178566890107385) 2025-10-23T01:59Z 2431 followers, XXX engagements
"@alexkehr @viggy_krishnan Similar to Singapore Pan Pacific"
[X Link](https://x.com/illyquid/status/1991765583302705526) 2025-11-21T07:08Z 2430 followers, 5600 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 2431 followers, 2533 engagements
"NHK Spring needs to pull itself together and take advantage"
[X Link](https://x.com/illyquid/status/1992791750822510973) 2025-11-24T03:05Z 2515 followers, 8869 engagements
"@zijing_wu One of the data centers in question. According to Bytedance the Chinese govt is fine with this arrangement. There is alot of Bytedance compute coming online in Malaysia and elsewhere in Asia in the next 2-3 years"
[X Link](https://x.com/illyquid/status/1994183211740434509) 2025-11-27T23:15Z 2431 followers, XXX engagements
"Daikin has a XX% share of the North American cooling market the third largest. It aims to triple this business by fiscal 2030. $6367"
[X Link](https://x.com/illyquid/status/1995117160201420889) 2025-11-30T13:06Z 2428 followers, 6100 engagements
"Hello. There have been XXX new followers and XXX new subscribers since my pinned post. I round up recent ideas for their benefit here"
[X Link](https://x.com/illyquid/status/1995452720661385494) 2025-12-01T11:19Z 2515 followers, XXX engagements
"You can't be using this for work and think we are overbuilding data centers surely.I'm glad I'm not competing against this. $9998.hk"
[X Link](https://x.com/illyquid/status/1996450796406522157) 2025-12-04T05:25Z 2440 followers, 1023 engagements
"Treasure hunt"
[X Link](https://x.com/illyquid/status/1996964629634077110) 2025-12-05T15:27Z 2427 followers, 5392 engagements
"CME trading halt caused by human error. Draws more attention to the importance of cooling in 2026 and beyond"
[X Link](https://x.com/illyquid/status/1997489022013485342) 2025-12-07T02:11Z 2434 followers, 1267 engagements
"230k views XX comments no right guesses yet this company is a part of an oligopoly in an essential part of the value chain. 340+ days into 2025 and opps like this still exist. This is why we dive into the supply chain"
[X Link](https://x.com/illyquid/status/1998498616747634836) 2025-12-09T21:02Z 2490 followers, 19.1K engagements
"After the market closed in Japan Nittobo announced a strategic collaboration with Nan Ya to meet the demand for glass cloth. It sounds like they are focused on yarn manufacturing and treatment outsourcing some weaving to Nan Ya. They project that by 2027 XX% of Nittobo's supply will be woven with Nan Ya's assistance. $3110.T"
[X Link](https://x.com/illyquid/status/1994328126059602358) 2025-11-28T08:50Z 2511 followers, 2025 engagements
"Great stuff from $crdo and $mrvl. Quick roundup here. TLDR - the whole AI complex needs higher estimates for 2027 and beyond"
[X Link](https://x.com/illyquid/status/1996054279082459495) 2025-12-03T03:09Z 2500 followers, 9432 engagements
"@blondesnmoney I went to Georgia to check this one out. They have great Zegna ads of Mads"
[X Link](https://x.com/illyquid/status/1998513331423027602) 2025-12-09T22:01Z 2515 followers, XXX engagements
"@stfbutnou We've been trying to raise awareness. :)"
[X Link](https://x.com/illyquid/status/1998558533508542756) 2025-12-10T01:01Z 2515 followers, 1080 engagements
"Short intro for the XXX new followers - Hi. In April I took a break from a XX 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"
[X Link](https://x.com/illyquid/status/1987790684171202942) 2025-11-10T07:53Z 2511 followers, 12.7K engagements
"@Iqbal_yusuf1994s draft write up was circulated last week and now its up 15%. Guy cant miss. $ats"
[X Link](https://x.com/illyquid/status/1993690645878522013) 2025-11-26T14:37Z 2498 followers, XXX engagements
"$amat and $asml recognised by $tsm as excellent suppliers. Anyone not on the list going to zero"
[X Link](https://x.com/illyquid/status/1994065608091292063) 2025-11-27T15:27Z 2512 followers, 5956 engagements
"ASML victory lap guys - we are not even in the top XX. Hell not even top X semicap. $asml"
[X Link](https://x.com/illyquid/status/1995266688217121061) 2025-11-30T23:00Z 2490 followers, 4278 engagements
"Market is giving these guys a second chance. $5991.t"
[X Link](https://x.com/illyquid/status/1995290013580591551) 2025-12-01T00:33Z 2498 followers, 3186 engagements
"Japan's new semicon fabs are going to consume a surprising amount of energy. Japan's official energy plan targets nuclear power to provide 20-22% of its electricity by 2030 up from around X% today. Nuclear restart basket anyone Can start with Okano which provides valves and maintenance for domestic nuclear power generation. $6492"
[X Link](https://x.com/illyquid/status/1996573429122896200) 2025-12-04T13:32Z 2498 followers, 2224 engagements
"@crux_capital_ No Japanese names means youre still early anon"
[X Link](https://x.com/illyquid/status/1996611605229105618) 2025-12-04T16:04Z 2490 followers, XXX engagements
"Japanese optics news going relatively uncovered here. We shine a light on $lite in Japan some goss about BE and sum up what price targets the circus has for $2722 and $3393"
[X Link](https://x.com/illyquid/status/1996797436535493005) 2025-12-05T04:23Z 2498 followers, 14.1K engagements
"$lite CEO: "We brought in again sort of a new person to look at our fab strategy and that person has figured out ways to squeeze our existing footprint fairly considerably." I used to work with one or two of these fixers. The most impressive guy was the LBT / Hock Tan contemporary who went around fixing Broadcom's problems. They are incredible. The Broadcom guy made hundreds of millions and is now a VC"
[X Link](https://x.com/illyquid/status/1996925178903949543) 2025-12-05T12:50Z 2515 followers, 3956 engagements
"Did you know half of $lite's workforce is in Thailand You can't be a photonics investor without following the country. We also flag $aixa Eoptolink Innolight and Enplas Corporation in this post"
[X Link](https://x.com/illyquid/status/1997581315567501718) 2025-12-07T08:17Z 2514 followers, 2462 engagements
"@joeytoughknukle @GavinSBaker Its arguably very impressive to be normal when you're Jamie Dimon"
[X Link](https://x.com/illyquid/status/1998075628021813329) 2025-12-08T17:02Z 2502 followers, XXX engagements
"@thebeingintime @stockreveal Its all quite organic I think"
[X Link](https://x.com/illyquid/status/1998633962122645882) 2025-12-10T06:00Z 2515 followers, XXX 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. :("
[X Link](https://x.com/illyquid/status/1988528985714618496) 2025-11-12T08:47Z 2515 followers, 6319 engagements
"Infineon increases 2026 revenue forecast by EUR 500m. $aixa up 8%"
[X Link](https://x.com/illyquid/status/1988545948402827307) 2025-11-12T09:54Z 2515 followers, 2435 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"
[X Link](https://x.com/illyquid/status/1993181387105746955) 2025-11-25T04:54Z 2515 followers, XX engagements
"Free to read - we circulated Iqbal's write up on AT&S this morning. Remarkably @Iqbal_yusuf1994 timed the bottom and the stock is now up 24%. $ats His price target is XX Euro"
[X Link](https://x.com/illyquid/status/1994959343322894750) 2025-11-30T02:39Z 2498 followers, 9230 engagements
"Am surprised this outperformed the OpenAI / AMD complex last week. They did say they are qualifying other large customers in Malaysia though. $ats"
[X Link](https://x.com/illyquid/status/1995154822270701684) 2025-11-30T15:35Z 2498 followers, 2017 engagements
"$crdo expanding beyond AECs adding three product lines in the optical domain"
[X Link](https://x.com/illyquid/status/1995672133062820314) 2025-12-02T01:51Z 2511 followers, 4784 engagements
"There is a healthy demand for certain niches on Substack. If you're an aspiring writer Michael Spencer has some tips. He runs AI Supremacy and has 237k subscribers. 🧵 "Macroeconomic newsletters that touch upon issues of politics government U S. focused economy affordability and sometimes technology are hugely lucrative because they tap into a wider reader base.""
[X Link](https://x.com/illyquid/status/1997445786817458537) 2025-12-06T23:19Z 2513 followers, 5105 engagements
"Published last week on the *stack. The Japanese electronics maker will direct a portion of its planned investment away from power devices used in EVs amid sluggish growth in that market instead lifting optical device production capacity for fiscal 2028 to three times the fiscal 2024 level. . Before the change Mitsubishi Electric had intended to raise fiscal 2026 capacity by half from the fiscal 2024 level"
[X Link](https://x.com/illyquid/status/1998336936709435482) 2025-12-09T10:20Z 2515 followers, 1951 engagements
"$su - Schneider Electric already trains 10000 electricians a year globally and is looking to boost that figure. Data centers now account for a quarter of revenues at the company. If we wait for everybody to go to a training college and do a four-year diploma and all of that its going to be impossible. Were looking at even those that have skipped this education and worked at their uncles place he said. Schneiders training center in Johannesburg for example is offering internationally recognized certifications in coordination with local authorities. On-the-job experience rather than formal"
[X Link](https://x.com/illyquid/status/1998658289228460354) 2025-12-10T07:37Z 2515 followers, 1499 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@illyquid Illiquid
Illiquid posts on X about $5991t, $lite, japan, ai the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXXX engagements in the last XX hours.
Engagements: XXXXXX #
- X Week XXXXXX -XX%
- X Month XXXXXXX +76%
- X Months XXXXXXX +86,351%
- X Year XXXXXXX +1,610%
Mentions: XX #
- X Week XX -XX%
- X Month XXX +16%
- X Months XXX +8,900%
- X Year XXX +335%
Followers: XXXXX #
- X Week XXXXX +6.30%
- X Month XXXXX +104%
- X Months XXXXX +2,661%
- X Year XXXXX +2,726%
CreatorRank: XXXXXXX #
Social Influence
Social category influence countries XXXX% stocks XXXX% technology brands XXXX% cryptocurrencies XXXX% currencies XXXX% automotive brands XXXX% finance XXXX% exchanges XXX%
Social topic influence $5991t #1, $lite #25, japan 3.61%, ai #5379, $ats #5, mitsubishi #81, level 2.41%, $8306t #81, $8058t #81, singapore XXXX%
Top accounts mentioned or mentioned by @stfbutnou @meetshahms @thebeingintime @iqbalyusuf1994 @simeonresearch_ @pearsonpc @teaparty1234 @alexkehr @viggykrishnan @fedex774 @simeonresearch @analysisop @zijingwu @zephyrz9 @blondesnmoney @iqbalyusuf1994s @cruxcapital @joeytoughknukle @gavinsbaker @stockreveal
Top assets mentioned Lumentum Holdings Inc. Common Stock (LITE) Alltoscan (ATS) Credo Technology Group Holding Ltd Ordinary Shares (CRDO) Marvell Technology Inc (MRVL) Coherent Inc (COHR) Applied Materials, Inc. (AMAT) Taiwan Semiconductor (TSM) Micron Technology, Inc. (MU) Alphabet Inc Class A (GOOGL) DigitalBridge Group, Inc. (DBRG) Western Digital Corp (WDC) Suncor Energy, Inc. (SU)
Top Social Posts
Top posts by engagements in the last XX hours
"The Japanese data center value chain theme has been very popular. My personal basket is 3x Seikoh Giken 2x Union Tool 1x Towa Corp 1x Fujibo 0.5x NHK Spring. These are broadly oligopolistic manufacturers benefitting from demand in optics PCBs HBM and HDDs. This is discussed in various places but principally here. $6834.t $6278.t $6315.t $3104.t $5991.t"
X Link 2025-12-01T11:19Z 2515 followers, XXX engagements
"Mitsubishi Electrics competition is also preparing to increase production capacity for optical devices in light of these forecasts. Sumitomo Electric Industries will double capacity for optical devices in fiscal 2026 compared with the fiscal 2024 level aiming to tap the rapidly growing demand. Lumentum Japan an affiliate of U.S.-based Lumentum Holdings with roots in Hitachi intends to raise its production volume of optical devices to six times the 2024 level in 2027. The company plans to boost production efficiency by using larger-diameter semiconductor wafers for optical devices mainly at"
X Link 2025-12-09T10:20Z 2515 followers, XXX engagements
"Prysmian is providing the cables for hydropower from Sarawak to Singapore $pry"
X Link 2025-10-17T05:12Z 2440 followers, 1206 engagements
"@TeaParty_1234 Don't follow either closely but why wouldn't you own a South Korean bank for that price See Shinhan Financial"
X Link 2025-10-23T01:59Z 2431 followers, XXX engagements
"@alexkehr @viggy_krishnan Similar to Singapore Pan Pacific"
X Link 2025-11-21T07:08Z 2430 followers, 5600 engagements
"Waiting for Monday so we can get back to making industrials hot again. $enr.de $2722 $1133"
X Link 2025-11-22T16:07Z 2431 followers, 2533 engagements
"NHK Spring needs to pull itself together and take advantage"
X Link 2025-11-24T03:05Z 2515 followers, 8869 engagements
"@zijing_wu One of the data centers in question. According to Bytedance the Chinese govt is fine with this arrangement. There is alot of Bytedance compute coming online in Malaysia and elsewhere in Asia in the next 2-3 years"
X Link 2025-11-27T23:15Z 2431 followers, XXX engagements
"Daikin has a XX% share of the North American cooling market the third largest. It aims to triple this business by fiscal 2030. $6367"
X Link 2025-11-30T13:06Z 2428 followers, 6100 engagements
"Hello. There have been XXX new followers and XXX new subscribers since my pinned post. I round up recent ideas for their benefit here"
X Link 2025-12-01T11:19Z 2515 followers, XXX engagements
"You can't be using this for work and think we are overbuilding data centers surely.I'm glad I'm not competing against this. $9998.hk"
X Link 2025-12-04T05:25Z 2440 followers, 1023 engagements
"Treasure hunt"
X Link 2025-12-05T15:27Z 2427 followers, 5392 engagements
"CME trading halt caused by human error. Draws more attention to the importance of cooling in 2026 and beyond"
X Link 2025-12-07T02:11Z 2434 followers, 1267 engagements
"230k views XX comments no right guesses yet this company is a part of an oligopoly in an essential part of the value chain. 340+ days into 2025 and opps like this still exist. This is why we dive into the supply chain"
X Link 2025-12-09T21:02Z 2490 followers, 19.1K engagements
"After the market closed in Japan Nittobo announced a strategic collaboration with Nan Ya to meet the demand for glass cloth. It sounds like they are focused on yarn manufacturing and treatment outsourcing some weaving to Nan Ya. They project that by 2027 XX% of Nittobo's supply will be woven with Nan Ya's assistance. $3110.T"
X Link 2025-11-28T08:50Z 2511 followers, 2025 engagements
"Great stuff from $crdo and $mrvl. Quick roundup here. TLDR - the whole AI complex needs higher estimates for 2027 and beyond"
X Link 2025-12-03T03:09Z 2500 followers, 9432 engagements
"@blondesnmoney I went to Georgia to check this one out. They have great Zegna ads of Mads"
X Link 2025-12-09T22:01Z 2515 followers, XXX engagements
"@stfbutnou We've been trying to raise awareness. :)"
X Link 2025-12-10T01:01Z 2515 followers, 1080 engagements
"Short intro for the XXX new followers - Hi. In April I took a break from a XX 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"
X Link 2025-11-10T07:53Z 2511 followers, 12.7K engagements
"@Iqbal_yusuf1994s draft write up was circulated last week and now its up 15%. Guy cant miss. $ats"
X Link 2025-11-26T14:37Z 2498 followers, XXX engagements
"$amat and $asml recognised by $tsm as excellent suppliers. Anyone not on the list going to zero"
X Link 2025-11-27T15:27Z 2512 followers, 5956 engagements
"ASML victory lap guys - we are not even in the top XX. Hell not even top X semicap. $asml"
X Link 2025-11-30T23:00Z 2490 followers, 4278 engagements
"Market is giving these guys a second chance. $5991.t"
X Link 2025-12-01T00:33Z 2498 followers, 3186 engagements
"Japan's new semicon fabs are going to consume a surprising amount of energy. Japan's official energy plan targets nuclear power to provide 20-22% of its electricity by 2030 up from around X% today. Nuclear restart basket anyone Can start with Okano which provides valves and maintenance for domestic nuclear power generation. $6492"
X Link 2025-12-04T13:32Z 2498 followers, 2224 engagements
"@crux_capital_ No Japanese names means youre still early anon"
X Link 2025-12-04T16:04Z 2490 followers, XXX engagements
"Japanese optics news going relatively uncovered here. We shine a light on $lite in Japan some goss about BE and sum up what price targets the circus has for $2722 and $3393"
X Link 2025-12-05T04:23Z 2498 followers, 14.1K engagements
"$lite CEO: "We brought in again sort of a new person to look at our fab strategy and that person has figured out ways to squeeze our existing footprint fairly considerably." I used to work with one or two of these fixers. The most impressive guy was the LBT / Hock Tan contemporary who went around fixing Broadcom's problems. They are incredible. The Broadcom guy made hundreds of millions and is now a VC"
X Link 2025-12-05T12:50Z 2515 followers, 3956 engagements
"Did you know half of $lite's workforce is in Thailand You can't be a photonics investor without following the country. We also flag $aixa Eoptolink Innolight and Enplas Corporation in this post"
X Link 2025-12-07T08:17Z 2514 followers, 2462 engagements
"@joeytoughknukle @GavinSBaker Its arguably very impressive to be normal when you're Jamie Dimon"
X Link 2025-12-08T17:02Z 2502 followers, XXX engagements
"@thebeingintime @stockreveal Its all quite organic I think"
X Link 2025-12-10T06:00Z 2515 followers, XXX 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. :("
X Link 2025-11-12T08:47Z 2515 followers, 6319 engagements
"Infineon increases 2026 revenue forecast by EUR 500m. $aixa up 8%"
X Link 2025-11-12T09:54Z 2515 followers, 2435 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"
X Link 2025-11-25T04:54Z 2515 followers, XX engagements
"Free to read - we circulated Iqbal's write up on AT&S this morning. Remarkably @Iqbal_yusuf1994 timed the bottom and the stock is now up 24%. $ats His price target is XX Euro"
X Link 2025-11-30T02:39Z 2498 followers, 9230 engagements
"Am surprised this outperformed the OpenAI / AMD complex last week. They did say they are qualifying other large customers in Malaysia though. $ats"
X Link 2025-11-30T15:35Z 2498 followers, 2017 engagements
"$crdo expanding beyond AECs adding three product lines in the optical domain"
X Link 2025-12-02T01:51Z 2511 followers, 4784 engagements
"There is a healthy demand for certain niches on Substack. If you're an aspiring writer Michael Spencer has some tips. He runs AI Supremacy and has 237k subscribers. 🧵 "Macroeconomic newsletters that touch upon issues of politics government U S. focused economy affordability and sometimes technology are hugely lucrative because they tap into a wider reader base.""
X Link 2025-12-06T23:19Z 2513 followers, 5105 engagements
"Published last week on the *stack. The Japanese electronics maker will direct a portion of its planned investment away from power devices used in EVs amid sluggish growth in that market instead lifting optical device production capacity for fiscal 2028 to three times the fiscal 2024 level. . Before the change Mitsubishi Electric had intended to raise fiscal 2026 capacity by half from the fiscal 2024 level"
X Link 2025-12-09T10:20Z 2515 followers, 1951 engagements
"$su - Schneider Electric already trains 10000 electricians a year globally and is looking to boost that figure. Data centers now account for a quarter of revenues at the company. If we wait for everybody to go to a training college and do a four-year diploma and all of that its going to be impossible. Were looking at even those that have skipped this education and worked at their uncles place he said. Schneiders training center in Johannesburg for example is offering internationally recognized certifications in coordination with local authorities. On-the-job experience rather than formal"
X Link 2025-12-10T07:37Z 2515 followers, 1499 engagements