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[@man26uel](/creator/twitter/man26uel)
"@SayNoToTrading Like $HON right now"  
[X Link](https://x.com/man26uel/status/1976385832484524512) [@man26uel](/creator/x/man26uel) 2025-10-09T20:34Z 1179 followers, XXX engagements


"Kauf $6525 Kokusai Electric Neben EUV und Hybrid Bonding wird ALD eine wesentliche AI Technologie bis 2030. Whrend $ASM International und $LRCX bei ALD fhrend sind hat Kokusai ca. XX% Market Share in der Multi-Batch ALD Nische welche fr 3D RAM und somit HMB besonders wichtig ist. ❌ KEINE EMPFEHLUNG Von Counterpoint: "Currently the bulk of AI value sits with semiconductors such as hyperscalers Tier-2 cloud players and enterprises rushing to build out AI infrastructure. From GPUs and accelerators to memory (HBM DDR) and optical interconnects chips are the backbone of the AI economy powering"  
[X Link](https://x.com/man26uel/status/1962444904296046701) [@man26uel](/creator/x/man26uel) 2025-09-01T09:18Z 1178 followers, XXX engagements


"NVIDIA $NVDA verffentlich die Liste der Next-Gen 800VDC AI Factories Partner ab 2027 ➡Silicon: Analog Devices Inc. (ADI) AOS EPC Infineon Innoscience MPS Navitas onsemi Power Integrations Renesas Richtek ROHM STMicroelectronics and Texas Instruments ➡Power system component: BizLink Delta Flex GE Vernova Lead Wealth LITEON and Megmeet ➡Data center power: ABB Eaton GE Vernova Heron Power Hitachi Energy Mitsubishi Electric Schneider Electric Siemens and Vertiv Source: NVIDIA"  
[X Link](https://x.com/man26uel/status/1980157868583079988) [@man26uel](/creator/x/man26uel) 2025-10-20T06:23Z 1179 followers, XXX engagements