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[@Minnvestor](/creator/twitter/Minnvestor)
"4/5 For semicaps my focus is best of breed niche players. $ASM.AS for multilayering $BESI.AS for advanced packaging and $ATEYY for test. All large caps Sold $AEHR and $ACLS because small cap cyclicals no longer fit the criteria. Also sold $AMAT a slower growing generalist"  
[X Link](https://x.com/Minnvestor/status/1942698887426261490) [@Minnvestor](/creator/x/Minnvestor) 2025-07-08T21:34Z 1526 followers, XXX engagements


"Advanced packaging is set to drive gains in chip performance for decades which is why I own a basket of companies at the center of this shift: $ASX $TSM $BESI.AS $KLAC $ASM.AS $ATEYY"  
[X Link](https://x.com/Minnvestor/status/1943745103249723715) [@Minnvestor](/creator/x/Minnvestor) 2025-07-11T18:52Z 1526 followers, XXX engagements


"Portfolio update. Been playing with different ways to show my holdings (by weight sector or geography). Which do you like most New adds since the last update: $ALAB $MRVL $SITM $LSRCY $3017.TW $3443.TW Sold: $NOW $PANW $NET $ASML More details: I sold $ASML because they're a slower grower and also China risk. The China situation affects all major semicaps. I bought Lasertec as a high beta proxy and overall I like more niche players with asymmetrical upside potential. Long term $KLAC is my favorite of the bigs Bought but then sold $AMD. Need to see more trailing growth before I can believe in"  
[X Link](https://x.com/Minnvestor/status/1962260468782788867) [@Minnvestor](/creator/x/Minnvestor) 2025-08-31T21:05Z 1526 followers, 1410 engagements


"Bedraggled Dutch WFE makers get hit again after China permits revoked $ASML $ASM.AS $BESI.AS However in my experience it's usually not a bad time to buy semicaps when they look like trash. Doubled my position in Besi today"  
[X Link](https://x.com/Minnvestor/status/1962902294753587414) [@Minnvestor](/creator/x/Minnvestor) 2025-09-02T15:35Z 1526 followers, XXX engagements


"I've been thinking about Lasertec (6920.T) the only maker of actinic EUV-mask inspection tools. Big upside depends on Intel & Samsung rolling out High NA over the next 5Y as TSMC holds off. Otherwise it's a higher beta $ASML which I already own. I'll wait for the cue from $TSM"  
[X Link](https://x.com/Minnvestor/status/1942303685515616633) [@Minnvestor](/creator/x/Minnvestor) 2025-07-07T19:24Z 1526 followers, XXX engagements


"My thinking has evolved over the past two days. High growth estimates are also a risk (the risk of missing high expectations) If I deem estimates above XX% lofty companies in the sweet spot include: $APH $BESI.AS $FN $META $MRVL $MSFT $RMBS $SNPS $TSM"  
[X Link](https://x.com/Minnvestor/status/1971268634292125996) [@Minnvestor](/creator/x/Minnvestor) 2025-09-25T17:40Z 1526 followers, XXX engagements


"Started a position in Wiwynn ($6669.TW) this week. Hyperscale servers sturdier fundamentals than peers like Wistron and Inventec forward PE of XX ROCE of XX% Gurufocus estimates XX% upside thru EOY 2026 and future 3-5Y sales CAGR of 42%. Also my new favorite ticker symbol"  
[X Link](https://x.com/Minnvestor/status/1963962960595849723) [@Minnvestor](/creator/x/Minnvestor) 2025-09-05T13:50Z 1527 followers, XXX engagements


"Went to the Subway by my office and learned two things today: $CELH started a partnership with Subway this year (and were the only energy drinks at this location). They also have deals with Dunkin and Jersey Mikes $ADYEN is Subway's exclusive payment platform in North America"  
[X Link](https://x.com/Minnvestor/status/1972809345332044096) [@Minnvestor](/creator/x/Minnvestor) 2025-09-29T23:42Z 1527 followers, 1057 engagements


""Folks Wisconsins becoming a dumping ground for these AI data centers because these tech douchebags know we got a lot of fresh water in the Great Lakes for now""  
[X Link](https://x.com/Minnvestor/status/1978801829036392806) [@Minnvestor](/creator/x/Minnvestor) 2025-10-16T12:34Z 1526 followers, XXX engagements