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# ![@superhoogie Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::36713028.png) @superhoogie asymmetricopportunities

asymmetricopportunities posts on X about $5991t, nhk, ai, taiwan the most. They currently have XXX followers and X posts still getting attention that total XX engagements in the last XX hours.

### Engagements: XX [#](/creator/twitter::36713028/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::36713028/c:line/m:interactions.svg)

- X Week XXX +27%
- X Month XXXXX -XX%
- X Months XXXXXX +365%
- X Year XXXXXX +59%

### Mentions: X [#](/creator/twitter::36713028/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::36713028/c:line/m:posts_active.svg)

- X Week X -XX%
- X Month XX -XX%
- X Months XX +275%
- X Year XX +243%

### Followers: XXX [#](/creator/twitter::36713028/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::36713028/c:line/m:followers.svg)

- X Week XXX +1.30%
- X Month XXX +13%
- X Months XXX +110%
- X Year XXX +88%

### CreatorRank: undefined [#](/creator/twitter::36713028/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::36713028/c:line/m:influencer_rank.svg)

### Social Influence

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

**Social topic influence**
[$5991t](/topic/$5991t) #2, [nhk](/topic/nhk) 50%, [ai](/topic/ai) 37.5%, [taiwan](/topic/taiwan) 12.5%, [$1802tw](/topic/$1802tw) 12.5%, [$4062t](/topic/$4062t) 12.5%, [$3037tw](/topic/$3037tw) 12.5%, [$6594t](/topic/$6594t) 12.5%, [if you](/topic/if-you) 12.5%, [the first](/topic/the-first) XXXX%

**Top accounts mentioned or mentioned by**
[@ayzyzyz](/creator/undefined) [@jukan05](/creator/undefined)

**Top assets mentioned**
[Stacks (STX)](/topic/$stx) [Western Digital Corp (WDC)](/topic/$wdc)
### Top Social Posts
Top posts by engagements in the last XX hours

"That was the spike in August for Taiwan Glass Industry and its down XX% since those runouts. My understanding is Nittobo supplies XXX% of the T-Glass for CCL that goes into Ibiden and Unimicron substrates. The supply deficit is so large the incremental production from TGI so small that even if TGI gets fully qualified/certified to supply the CCL makers the market is very under supplied and pricing power holds. Back of the envelope sanity check: T-glass is X% of Nvidia GPU BoM. NVDA 2027 revenue expectation is $325Bn with XX% GM COGS =0.25 x $325Bn = $81bn. X% of that is $800mm of T-Glass"  
[X Link](https://x.com/superhoogie/status/1981576148199874758)  2025-10-24T04:19Z XXX followers, XXX engagements


"NHK Spring (TSE: 5991): AI data-center storage supplier in a global duopoly trading at XXXX forward EPS AI is no longer just compute. It is a content factory. That is the driver of an expanding nearline HDD TAM and NHK Spring sits at the choke point. Key drivers fast: X. Multimodal content explosion video audio and 3D raise retained data per model by orders of magnitude. X. Drive-level density OEM moves to Ultra-SMR and HAMR plus multi actuator designs push suspensions per drive from XX toward XX. X. Scale-out nonlinearity campus builds increase capacity far faster than unit counts creating"  
[X Link](https://x.com/superhoogie/status/1978223389148926299)  2025-10-14T22:16Z XXX followers, 2112 engagements


"Nidec with XX% share of the global HDD spindle motor market is a good barometer for HDD unit builds. Their 1Q data already shows nearline volumes above XX% of total and growing guiding for higher = very supportive of expanding HDD suspensions volumes for NHK Spring"  
[X Link](https://x.com/superhoogie/status/1978820478924898466)  2025-10-16T13:49Z XXX followers, XXX engagements


"If you missed STX/WDC/SNDK then you should take a hard look at NHK spring (TSE 5991). A company with XX% duopoly share of critical HDD component that is XX% of sales but over XX% of EBIT growing XX% annually generating XX% incremental margins. trading at 14x earnings because investors still view it as an auto-parts company"  
[X Link](https://x.com/superhoogie/status/1982153667118596595)  2025-10-25T18:33Z XXX followers, 38.7K engagements


"This bodes very well for NHK spring 5991 earnings on November XX My write up is here:"  
[X Link](https://x.com/superhoogie/status/1984298551334035512)  2025-10-31T16:36Z XXX followers, 1002 engagements


"3/ Daily token generation: 1Q23: XX billion 3Q25: 94847 billion That's a 2258x increase in under X years. But that's not even the crazy part"  
[X Link](https://x.com/superhoogie/status/1980188744545169448)  2025-10-20T08:26Z XXX followers, XXX engagements


"Narrator: IT DID NOT BODE WELL FOR NHK SPRING. MEA CULPA"  
[X Link](https://x.com/superhoogie/status/1991298258237309265)  2025-11-20T00:11Z XXX followers, XXX engagements