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

Illiquid posts on X about singapore, japan, ai, $omse the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

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

- [--] Week [-------] +271%
- [--] Month [-------] +78%
- [--] Months [---------] +29,457%
- [--] Year [---------] +2,838%

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

- [--] Week [--] +14%
- [--] Month [---] +19%
- [--] Months [---] +5,475%
- [--] Year [---] +491%

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

- [--] Week [-----] +15%
- [--] Month [-----] +36%
- [--] Months [-----] +4,451%
- [--] Year [-----] +4,922%

### CreatorRank: [-------] [#](/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

**Social category influence**
[stocks](/list/stocks)  26.73% [countries](/list/countries)  25.74% [finance](/list/finance)  12.87% [technology brands](/list/technology-brands)  6.93% [currencies](/list/currencies)  3.96% [cryptocurrencies](/list/cryptocurrencies)  2.97% [social networks](/list/social-networks)  1.98%

**Social topic influence**
[singapore](/topic/singapore) #908, [japan](/topic/japan) #3276, [ai](/topic/ai) #4180, [$omse](/topic/$omse) #1, [$enrde](/topic/$enrde) #17, [$acmr](/topic/$acmr) #18, [investment](/topic/investment) 2.97%, [money](/topic/money) 2.97%, [$mu](/topic/$mu) #120, [asia](/topic/asia) #416

**Top accounts mentioned or mentioned by**
[@floebertus](/creator/undefined) [@mingmongpingpon](/creator/undefined) [@iqbalyusuf1994](/creator/undefined) [@gabgrowth](/creator/undefined) [@blinklebloop](/creator/undefined) [@teslabulltr](/creator/undefined) [@zephyr_z9](/creator/undefined) [@capytalmgmt](/creator/undefined) [@hamsarris6](/creator/undefined) [@cruxcapital](/creator/undefined) [@teortaxestex](/creator/undefined) [@rationalinvest8](/creator/undefined) [@zephyrz9](/creator/undefined) [@aleabitoreddit](/creator/undefined) [@insaneanalyst](/creator/undefined) [@sunvmikey](/creator/undefined) [@jukan05](/creator/undefined) [@benthompsons](/creator/undefined) [@pearsonpc](/creator/undefined) [@danielnjoo](/creator/undefined)

**Top assets mentioned**
[OMS Energy Technologies Inc. (OMSE)](/topic/$omse) [ACM Research, Inc. Class A Common Stock (ACMR)](/topic/$acmr) [Micron Technology, Inc. (MU)](/topic/$mu) [Microsoft Corp. (MSFT)](/topic/$msft) [Amphenol Corporation (APH)](/topic/$aph) [Alltoscan (ATS)](/topic/$ats) [Hubbell, Inc. (HUBB)](/topic/$hubb) [IES Holdings, Inc. Common Stock (IESC)](/topic/$iesc) [Electroneum (ETN)](/topic/$etn) [Simon Property Group Inc (SPG)](/topic/$spg) [TTM Technologies Inc (TTMI)](/topic/$ttmi) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Lumentum Holdings Inc. Common Stock (LITE)](/topic/$lite) [Coherent Inc (COHR)](/topic/$cohr) [Teradyne, Inc. (TER)](/topic/$ter) [Intel Corporation (INTC)](/topic/$intc) [Exxon Mobil (XOM)](/topic/exxon-mobil) [Metadium (META)](/topic/$meta) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Amazon.com, Inc. (AMZN)](/topic/$amzn)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Made my first paid post free. Will continue to progressively remove paywalls on posts which will be increasingly obsessive ground-level research notes. This is all a rather uneconomic use of my time but this is my version of unreasonable hospitality (h/t Will Giudara) https://collyer.substack.com/p/singaporean-data-centre-supplier https://collyer.substack.com/p/singaporean-data-centre-supplier"  
[X Link](https://x.com/illyquid/status/1974271985095225734)  2025-10-04T00:34Z [----] followers, 23K 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)  2025-10-06T02:18Z [----] followers, 15.9K 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)  2025-10-19T01:38Z [----] followers, 12.6K engagements


"@Iqbal_yusuf1994 has an incredible nose for small cheap companies. While not as pronounced as in Singapore Japan is enjoying significant construction growth. I noticed this in Karuizawa earlier this year but didn't pay much attenton until Iqbal sent me this idea. https://www.collyerbridge.com/p/mid-cap-japanese-construction-co https://www.collyerbridge.com/p/mid-cap-japanese-construction-co"  
[X Link](https://x.com/illyquid/status/1984989643436138754)  2025-11-02T14:23Z [----] followers, 42.7K engagements


"Aramco's Q3 interim report suggests a steady pace of upstream capital expenditure compared to Q2. Should support some optimism for $OMSE https://www.aramco.com/-/media/publications/corporate-reports/reports-and-presentations/2025/q3/saudi-aramco-q3-2025-interim-report-english.pdf https://www.aramco.com/-/media/publications/corporate-reports/reports-and-presentations/2025/q3/saudi-aramco-q3-2025-interim-report-english.pdf"  
[X Link](https://x.com/illyquid/status/1985694905184948569)  2025-11-04T13:05Z [----] followers, [---] engagements


"Highlights from [--] weeks of investing in Singapore: [--]. $bqf.si - Diesel gensets - [--] Aug to [--] Sept - 39% [--]. $v5q.si - Construction - [--] Aug to [--] Oct - 50% [--]. $500.si- Cables - [--] Sept to [--] Nov - 17.5% [--]. $9998- Construction - [--] Sept - 35% [--]. $1416 - DC / semicon construction - [--] Oct - 60%"  
[X Link](https://x.com/illyquid/status/1986247468053635089)  2025-11-06T01:41Z [----] followers, [----] engagements


"$OMSE exploring use of robotics to inspect pipelines. https://www.globenewswire.com/news-release/2025/11/07/3183458/0/en/OMS-Energy-initiates-AI-Robotics-research-and-development-to-enter-the-lucrative-pipeline-oil-inspection-and-maintenance-market.html https://www.globenewswire.com/news-release/2025/11/07/3183458/0/en/OMS-Energy-initiates-AI-Robotics-research-and-development-to-enter-the-lucrative-pipeline-oil-inspection-and-maintenance-market.html"  
[X Link](https://x.com/illyquid/status/1986802486116770129)  2025-11-07T14:26Z [----] followers, [---] engagements


"Continued strength here suggests the recent reverse roadshow was very well received. This traded at [--] PE just last week"  
[X Link](https://x.com/illyquid/status/1987763033092022565)  2025-11-10T06:03Z [----] followers, 48.8K engagements


"Short intro for the [---] new followers - Hi. In April I took a break from a [--] 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. https://www.collyerbridge.com/p/welcome-start-here https://www.collyerbridge.com/p/welcome-start-here"  
[X Link](https://x.com/illyquid/status/1987790684171202942)  2025-11-10T07:53Z [----] followers, 18.2K engagements


"Tamura Corp $6768 makes soldering materials for PCBs and components for transformers. Up 12% today. Revised its forecasted revenue next year up 7%"  
[X Link](https://x.com/illyquid/status/1987903162058219833)  2025-11-10T15:20Z [----] followers, 23.8K engagements


"This is particularly helpful balm for those who missed Sandisk. See another example in Nitto Boseki. Its going to be a great week of earnings in Japan. :) Study the supply chain anon Study the supply chain anon"  
[X Link](https://x.com/illyquid/status/1987976901932290306)  2025-11-10T20:13Z [----] followers, 51.3K engagements


"Union Tool had a great quarter $6278. Reaction muted so far but could change 121% increase in operating profit in Asia (ex Japan). Dividend going up 19%. New factory announced. @illyquid might be good enough for the stock to stay flat ;) (+50% if it were US listed) @illyquid might be good enough for the stock to stay flat ;) (+50% if it were US listed)"  
[X Link](https://x.com/illyquid/status/1988410075485270494)  2025-11-12T00:54Z [----] followers, [----] engagements


"$MSFT - On Dwarkesh Patel's podcast tomorrow with Semi Analysis. Dwarkesh is proof you can just research deeply and get Microsoft CEO to talk to you. From my own modest experience smart execs are interested when you display deep knowledge about their company and want to hear from you. Great source of intel https://x.com/dwarkesh_sp/status/1988341914907930732/photo/1 https://x.com/dwarkesh_sp/status/1988341914907930732/photo/1"  
[X Link](https://x.com/illyquid/status/1988419190303408623)  2025-11-12T01:30Z [----] followers, 27.8K engagements


"Infineon increases [----] revenue forecast by EUR 500m. $aixa up 8%"  
[X Link](https://x.com/illyquid/status/1988545948402827307)  2025-11-12T09:54Z [----] followers, [----] engagements


"@Iqbal_yusuf1994 wrote up the company he found several months ago. In short $1416 went from working on Singapore government projects to Facebook's data center to an impressive list of semiconductor projects with a wide range of contractors. A recently announced 700MW data center park lies ahead. 🔹Revenue +45% 🔹Gross profit +58% (1% GM improvement) 🔹Pre-tax profit +112% 🔹Cash and deposits: $76m (from $46m in Feb 25) vs Market cap 54m 🔹Backlog growing: $385m (vs $253m in Feb. [--] and $181m in Aug 24) https://www.collyerbridge.com/p/ctr-holdings-1416"  
[X Link](https://x.com/illyquid/status/1988561240546066726)  2025-11-12T10:55Z [----] followers, 11.3K engagements


"If you read AT&S's Nov [--] release you will see they called out Nitto Boseki. If you bought Nitto the next day you'd be up 60% now. So I guess pay someone to read all the results for you $3110 This is particularly helpful balm for those who missed Sandisk. See another example in Nitto Boseki. Its going to be a great week of earnings in Japan. :) https://t.co/Ijab7Lm99U This is particularly helpful balm for those who missed Sandisk. See another example in Nitto Boseki. Its going to be a great week of earnings in Japan. :) https://t.co/Ijab7Lm99U"  
[X Link](https://x.com/illyquid/status/1988850708804698381)  2025-11-13T06:05Z [----] followers, [----] engagements


"Nothing more validating than an actual Micron engineer paying for your work and telling you the ideas are good"  
[X Link](https://x.com/illyquid/status/1989245812153675911)  2025-11-14T08:15Z [----] followers, [----] engagements


"$omse reports next Friday pre market. Place your bets"  
[X Link](https://x.com/illyquid/status/1989354573006516554)  2025-11-14T15:27Z [----] followers, [---] engagements


"$omse - revs down 36% y-o-y net profit down 52%. Declines telegraphed by Vallourec results but surprised by the magnitude. Are we at the bottom of the O&G cycle yet"  
[X Link](https://x.com/illyquid/status/1991844038635594220)  2025-11-21T12:20Z [----] followers, [----] 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 [----] followers, [----] engagements


"$aph - of the American optics plays this may be interesting if you believe this view is wrong"  
[X Link](https://x.com/illyquid/status/1993427019669873090)  2025-11-25T21:10Z [----] followers, [----] engagements


"Sounds good for $OMSE https://www.reuters.com/markets/commodities/energy/opec-spark-spending-race-with-new-oil-quota-system-2025-12-02/ https://www.reuters.com/markets/commodities/energy/opec-spark-spending-race-with-new-oil-quota-system-2025-12-02/"  
[X Link](https://x.com/illyquid/status/1996126162335269330)  2025-12-03T07:55Z [----] followers, [----] engagements


"@crux_capital_ No Japanese names means youre still early anon"  
[X Link](https://x.com/illyquid/status/1996611605229105618)  2025-12-04T16:04Z [----] followers, [---] engagements


"Solar is heating up. Malaysian developers are building out renewable energy capacity. This deal follows a Gamuda Energy partnership with Gentari Renewables to construct up to 1.5GW of solar + battery energy storage projects. https://www.datacenterdynamics.com/en/news/vci-energy-dps-energy-to-develop-250mw-solar-project-to-serve-ai-data-centers-in-malaysia/utm_source=substack&utm_medium=email https://www.datacenterdynamics.com/en/news/vci-energy-dps-energy-to-develop-250mw-solar-project-to-serve-ai-data-centers-in-malaysia/utm_source=substack&utm_medium=email"  
[X Link](https://x.com/illyquid/status/2003415344116039848)  2025-12-23T10:40Z [----] followers, [---] engagements


"Never thought Id see Simon Property Group in Malaysia. $spg"  
[X Link](https://x.com/illyquid/status/2004389327942582274)  2025-12-26T03:10Z [----] followers, [----] engagements


"$enr.de new high today. Less software more industrials doing great for my mental health so far"  
[X Link](https://x.com/illyquid/status/2008177191784529989)  2026-01-05T14:02Z [----] followers, [----] engagements


"Largest oil find in SE Asia in the last [--] years. U.S. producer Murphy Oil's latest estimate of recoverable oil reserves in Vietnam's Hai Su Vang potentially positions it as the largest oil find in Southeast Asia over the last two decades according to an analysis by energy consultancy Wood Mackenzie released on Wednesday. https://www.woodmac.com/press-releases/vietnam-murphy-oil-discovery/ https://twitter.com/i/web/status/2009142089981050928 https://www.woodmac.com/press-releases/vietnam-murphy-oil-discovery/ https://twitter.com/i/web/status/2009142089981050928"  
[X Link](https://x.com/illyquid/status/2009142089981050928)  2026-01-08T05:56Z [----] followers, [----] engagements


"$ACMR China Semiconductor Industry Associations Statement on NVIDIA H200: The conviction and determination to adhere to the localization path must never waver Wei Shaojun Vice Chairman of the China Semiconductor Industry Association emphasized that the United States is China Semiconductor Industry Associations Statement on NVIDIA H200: The conviction and determination to adhere to the localization path must never waver Wei Shaojun Vice Chairman of the China Semiconductor Industry Association emphasized that the United States is"  
[X Link](https://x.com/illyquid/status/2009144598640406867)  2026-01-08T06:06Z [----] followers, 10.2K engagements


"$ttmi now behaving like a Taiwanese stock. Must have been a great preso at Needham"  
[X Link](https://x.com/illyquid/status/2011234104420024379)  2026-01-14T00:29Z [----] followers, [----] engagements


"$asml and $besi supplier $vacn +12.5%. Preannounced results. https://www.vatgroup.com/news/strong-fourth-quarter-2025-order-performance-on-technology-trans 🌐 ✅ 📈 🚀 👇🏼 Massive semi equip rally now with $ASML +7% $ASMI.AS +10% and $BESI +8% after exceptionally strong $TSM results/guidance with CapEx projections $52-56 billion for [----] while consensus was aiming for 'only' $46 billion https://t.co/KGM8wl2dH4 https://www.vatgroup.com/news/strong-fourth-quarter-2025-order-performance-on-technology-trans 🌐 ✅ 📈 🚀 👇🏼 Massive semi equip rally now with $ASML +7% $ASMI.AS +10% and $BESI +8%"  
[X Link](https://x.com/illyquid/status/2011747247944511998)  2026-01-15T10:28Z [----] followers, [----] engagements


"$1024.hk - Higgisfield sells access to Kling AI. Higgsfield is officially the fastest-scaling GenAI company in history doubling from $100M to $200M in just [--] months. $200M annual run rate in under [--] months. We have raised a $130M in Series A at a $1.3B valuation backed by Accel AI Capital Partners (Alpha Intelligence https://t.co/y4J7ZjAMRH Higgsfield is officially the fastest-scaling GenAI company in history doubling from $100M to $200M in just [--] months. $200M annual run rate in under [--] months. We have raised a $130M in Series A at a $1.3B valuation backed by Accel AI Capital Partners (Alpha"  
[X Link](https://x.com/illyquid/status/2012466681281675388)  2026-01-17T10:07Z [----] followers, [----] engagements


"$enr.de - UBS upgrades from Eur [--] to Eur 175"  
[X Link](https://x.com/illyquid/status/2014670106933260344)  2026-01-23T12:02Z [----] followers, [----] engagements


"Singaporean pawnbroker / gold retailer. Received approval for uplisting to the main board this morning. This is roughly the same performance ytd as Micron btw"  
[X Link](https://x.com/illyquid/status/2015564611869909438)  2026-01-25T23:17Z [----] followers, [----] engagements


"Folks are really waking up to these Singapore companies exposed to ships planes and data centers. We have been banging the drum on transport and precision engineering in Singapore. :)"  
[X Link](https://x.com/illyquid/status/2015888650203234623)  2026-01-26T20:44Z [----] followers, [----] engagements


"We cant estimate the demand for anything anymore. Optics. $lite $cohr $6834"  
[X Link](https://x.com/illyquid/status/2016602389625917895)  2026-01-28T20:00Z [----] followers, 31.7K engagements


"$ats competitor Ibiden ($4062) announces US$3bn investment to increase production capacity. https://www.ibiden.com/ir/items/icpkggcapitalinvestment2026.pdf https://www.ibiden.com/ir/items/icpkggcapitalinvestment2026.pdf"  
[X Link](https://x.com/illyquid/status/2018586315202404414)  2026-02-03T07:24Z [----] followers, [----] engagements


"Once again TDK providing excellent read through for NHK Spring. +13% rev +380% operating profit. Will NHK fluff this layup again"  
[X Link](https://x.com/illyquid/status/2018630952331977008)  2026-02-03T10:21Z [----] followers, [----] engagements


"More upside for $ter even after +25% move https://www.collyerbridge.com/p/apac-roundup-3-february-2026 https://www.collyerbridge.com/p/apac-roundup-3-february-2026"  
[X Link](https://x.com/illyquid/status/2018645383908663411)  2026-02-03T11:18Z [----] followers, [----] engagements


"@GabGrowth Gaming is going to get punished for a while because of Genie. Look how much of a beating software is getting"  
[X Link](https://x.com/illyquid/status/2018715654417723468)  2026-02-03T15:58Z [----] followers, [---] engagements


"Ibiden and Semicap are less painful ways of being exposed to this compared to being an Intel shareholder At today's Cisco's conference Lip Bu mentions that if observers see Intel ". putting money into glass substrate. or adding certain capital equipment to scale it would indicate that 'real customers' have committed." $INTC spent $1B+ on R&D and built 600+ patents over a At today's Cisco's conference Lip Bu mentions that if observers see Intel ". putting money into glass substrate. or adding certain capital equipment to scale it would indicate that 'real customers' have committed." $INTC"  
[X Link](https://x.com/illyquid/status/2019004002260922406)  2026-02-04T11:04Z [----] followers, [----] engagements


"This explains why we've been getting questions about $ats We put out a Core Research article [--] weeks ago highlighting the logic behind the imminent ABF bottleneck while calling out AT&S $ATS and some of the other key beneficiaries. Those who listened then would be up +66% by now. https://t.co/8MD0qRfVgE We put out a Core Research article [--] weeks ago highlighting the logic behind the imminent ABF bottleneck while calling out AT&S $ATS and some of the other key beneficiaries. Those who listened then would be up +66% by now. https://t.co/8MD0qRfVgE"  
[X Link](https://x.com/illyquid/status/2019563300615549049)  2026-02-06T00:06Z [----] followers, [----] engagements


"@teortaxesTex Also happening in Singapore: https://www.edb.gov.sg/en/about-edb/media-releases-publications/chemlex-raises-usd45-million-for-ai-drug-discovery-lab-in-singapore.html https://www.edb.gov.sg/en/about-edb/media-releases-publications/chemlex-raises-usd45-million-for-ai-drug-discovery-lab-in-singapore.html"  
[X Link](https://x.com/illyquid/status/2019590637369319534)  2026-02-06T01:55Z [----] followers, [----] engagements


"@Blinklebloop Exxon Mobil had a great January"  
[X Link](https://x.com/illyquid/status/2020086601578336384)  2026-02-07T10:45Z [----] followers, [---] engagements


"$meta $goog $msft $amzn"  
[X Link](https://x.com/illyquid/status/2020355287006474699)  2026-02-08T04:33Z [----] followers, [--] engagements


"Jensen: The tech industrys surging capital expenditures for AI infrastructure are justified appropriate and sustainable. https://www.cnbc.com/2026/02/06/nvidia-rises-7percent-as-ceo-says-660-billion-capex-buildout-is-sustainable.html https://www.cnbc.com/2026/02/06/nvidia-rises-7percent-as-ceo-says-660-billion-capex-buildout-is-sustainable.html"  
[X Link](https://x.com/illyquid/status/2020355943935144101)  2026-02-08T04:36Z [----] followers, [--] engagements


"Published a note on our top pick in Singapore yesterday. The Economic Development Board also published its year-in-review which flags the exact tailwinds this company is riding on. "Of the S$14.2 billion in capital investment committed in [----] about S$12.1 billion came from manufacturing-related projects. Semiconductor manufacturers set up greenfield plants and expanded existing facilities.with these investments having positive spillover effects on the precision engineering sector. There were also projects responding to. the diversification of supply chains for semiconductor equipment.""  
[X Link](https://x.com/illyquid/status/2021122404022616271)  2026-02-10T07:21Z [----] followers, [----] engagements


"@rationalinvest8 @zephyr_z9 Japan"  
[X Link](https://x.com/illyquid/status/2021599858511998987)  2026-02-11T14:59Z [----] followers, [---] engagements


"You can have no AI exposure just riding the Singapore government putting out bullish takes on construction. H/T to @Floebertus for finding this theme all the way in Europe"  
[X Link](https://x.com/illyquid/status/2022142906086437178)  2026-02-13T02:56Z [----] followers, [---] engagements


"Our post on a responsible HK-listed dividend paying construction company with more cash than than its market cap. Free to read. https://www.collyerbridge.com/p/my-favourite-singapore-construction https://www.collyerbridge.com/p/my-favourite-singapore-construction"  
[X Link](https://x.com/illyquid/status/2022143481431638229)  2026-02-13T02:59Z [----] followers, [---] engagements


"Singapore has reserved land on Jurong Island for a 700MW low-carbon data center park embedding its next wave of digital infrastructure inside one of the worlds most advanced energy and petrochemical ecosystems. The island already houses power plants industrial utilities pipelines and storage infrastructure. It is also the center of pilot programs for hydrogen ammonia and future fuels. The opportunity aligns best with sovereign wealth funds infrastructure funds large-scale strategic developers and hyperscalers who intend to build long-term AI footprints anchored by Singapores governance legal"  
[X Link](https://x.com/illyquid/status/2012710752663351549)  2026-01-18T02:16Z [----] followers, [----] engagements


"$APH next. $CRDO Q3 FY2026: Revenue $404-408m (beat guidance) 200% YoY growth expected in FY2026 Mid-single digit sequential growth ahead https://t.co/o9ToCn6lte $CRDO Q3 FY2026: Revenue $404-408m (beat guidance) 200% YoY growth expected in FY2026 Mid-single digit sequential growth ahead https://t.co/o9ToCn6lte"  
[X Link](https://x.com/illyquid/status/2020974944650396136)  2026-02-09T21:35Z [----] followers, [----] engagements


"Passed by $omse shop on the way to the Tuas DC project that $1416 worked on"  
[X Link](https://x.com/illyquid/status/1984175903539351652)  2025-10-31T08:29Z [----] followers, [----] engagements


"$omse - their time will come"  
[X Link](https://x.com/illyquid/status/2019574890702201131)  2026-02-06T00:52Z [----] followers, [----] engagements


"Have been trying to work out who makes the equipment for the big data centers in Malaysia. $cmi $2722.hk. Also have good news for $3393.hk"  
[X Link](https://x.com/illyquid/status/1993680980264264180)  2025-11-26T13:59Z [----] followers, [----] engagements


"$acmr: Chinas semiconductor firms post hefty [----] profits amid AI boom tech self-reliance drive Enterprises across Chinas semiconductor industry recorded hefty profit growth last year according to their unaudited financial results driven by the countrys artificial intelligence infrastructure buildout and Beijings push for tech self-reliance. Graphics processing unit (GPU) designer Cambricon Technologies on Friday reported a net profit of [---] billion yuan (US$316 million) in [----] its first profitable year on the back of the continuous rise in computing power demand within the AI industry"  
[X Link](https://x.com/illyquid/status/2018169973089402984)  2026-02-02T03:49Z [----] followers, [----] engagements


"https://investors.vertiv.com/news/news-details/2026/Vertiv-Reports-Strong-Fourth-Quarter-with-Organic-Orders-Growth-of-252-and-Diluted-EPS-Growth-of-200-Adjusted-Diluted-EPS-37/default.aspx https://investors.vertiv.com/news/news-details/2026/Vertiv-Reports-Strong-Fourth-Quarter-with-Organic-Orders-Growth-of-252-and-Diluted-EPS-Growth-of-200-Adjusted-Diluted-EPS-37/default.aspx"  
[X Link](https://x.com/illyquid/status/2021545787612946543)  2026-02-11T11:24Z [----] followers, [----] engagements


"$acmr https://asia.nikkei.com/business/tech/semiconductors/china-s-cxmt-and-ymtc-to-massively-expand-memory-output-amid-global-crunch https://asia.nikkei.com/business/tech/semiconductors/china-s-cxmt-and-ymtc-to-massively-expand-memory-output-amid-global-crunch"  
[X Link](https://x.com/illyquid/status/2018588295182377198)  2026-02-03T07:32Z [----] followers, [---] engagements


"$etn and $hubb leading indicators for $iesc. My takeaways from the Eaton call: -Data center demand hitting escape velocity: Q4 orders up 200% YoY with sales up 40%; order mix shifted to 50/50 cloud/AI in [----] versus mostly cloud previously with AI loads increasing dollar-per-megawatt content; hyperscalers reconfirmed https://t.co/CN9NurU8Sb My takeaways from the Eaton call: -Data center demand hitting escape velocity: Q4 orders up 200% YoY with sales up 40%; order mix shifted to 50/50 cloud/AI in [----] versus mostly cloud previously with AI loads increasing dollar-per-megawatt content;"  
[X Link](https://x.com/illyquid/status/2019028308139393533)  2026-02-04T12:40Z [----] followers, 11.1K engagements


"King Slide also gets a mention"  
[X Link](https://x.com/illyquid/status/2020832726946087388)  2026-02-09T12:10Z [----] followers, [----] engagements


"https://www.collyerbridge.com/p/ctr-holdings-1416 https://www.collyerbridge.com/p/ctr-holdings-1416"  
[X Link](https://x.com/illyquid/status/2021421595642953951)  2026-02-11T03:10Z [----] followers, [----] engagements


"We also hope talk of corporate reform in Korea Japan and Singapore will bleed into the consciousness of management teams who don't seem to know how to hit the buyback"  
[X Link](https://x.com/illyquid/status/2021519493424672813)  2026-02-11T09:39Z [----] followers, [----] engagements


"When your top pick in Singapore is levered to $amat and your top pick in Japan is levered to $mu. 🙏"  
[X Link](https://x.com/illyquid/status/2022077569202630715)  2026-02-12T22:37Z [----] followers, [----] engagements


"Alot of attention on $acmr but the American subsystem companies have been no slouch either. $uctt $ichr $mksi"  
[X Link](https://x.com/illyquid/status/2010595038775087408)  2026-01-12T06:09Z [----] followers, [----] engagements


"Resonac Corp announced that it would be increasing the sales prices of copper-clad laminates and prepregs by around [--] percent beginning March [--]. Often when I sit down to send a "quick APAC roundup" five hours of my life just disappear. Hope you're finding them helpful. https://www.collyerbridge.com/p/apac-roundup-16-january-2026 https://www.collyerbridge.com/p/apac-roundup-16-january-2026"  
[X Link](https://x.com/illyquid/status/2012075854445363265)  2026-01-16T08:14Z [----] followers, [----] engagements


"Hi - updating this intro. I worked on investigations for FIs and regulators for several years notably on the 1MDB saga. Eventually found my calling in industrials. Many cases of industrial accidents fraud and corporate espionage later I took a break and spent time with smaller companies in Singapore. That led to me starting a newsletter. To my surprise four months later I have [----] followers on X [----] subscribers [---] paid subs [--] founding members and an open rate of 35%. Despite the gonzo journalist style the paid readers include institutions with serious AUM. I think LLMs will run many"  
[X Link](https://x.com/illyquid/status/2014149929724444738)  2026-01-22T01:35Z [----] followers, [----] engagements


"Here they come. TAIPEI -- China's two top memory chipmakers are launching their most aggressive expansions ever as a severe global supply crunch creates a golden opportunity for emerging players to close the gap with market leaders Nikkei Asia has learned. ChangXin Memory Technologies better known as CXMT the country's top maker of dynamic random access memory (DRAM) is expanding plants in Shanghai with total capacity to be some two or three times that of its home base in Hefei according to sources with knowledge of the matter. The plants are expected to make DRAM for servers computers"  
[X Link](https://x.com/illyquid/status/2018588108393234608)  2026-02-03T07:31Z [----] followers, [----] engagements


"I expect to find only a handful of top tier ideas every year. In the last five months I found the following companies within [--] miles of where I live: a diesel genset company a cable manufacturer two builders and Wasion. Will publish a post on my new favourite idea next week. The strongest idea yet I think which is saying alot because Kwan Yong Holdings is still so cheap. https://twitter.com/i/web/status/2019633464430195126 https://twitter.com/i/web/status/2019633464430195126"  
[X Link](https://x.com/illyquid/status/2019633464430195126)  2026-02-06T04:45Z [----] followers, [----] engagements


"At the APE conference to see Terahop. 😂"  
[X Link](https://x.com/illyquid/status/2019644156298318073)  2026-02-06T05:27Z [----] followers, [----] engagements


"The party for industrials continues. $iesc $etn and $hubb leading indicators for $iesc. $etn and $hubb leading indicators for $iesc"  
[X Link](https://x.com/illyquid/status/2019931387168714948)  2026-02-07T00:29Z [----] followers, [----] engagements


"@aleabitoreddit https://www.nikkei.com/article/DGKKZO94278110X00C26A2MM8000/ https://www.nikkei.com/article/DGKKZO94278110X00C26A2MM8000/"  
[X Link](https://x.com/illyquid/status/2020045231090200626)  2026-02-07T08:01Z [----] followers, [----] engagements


"$tvk.to has yet to participate in this no A matter of time"  
[X Link](https://x.com/illyquid/status/2020054302539280731)  2026-02-07T08:37Z [----] followers, [----] engagements


"Dont own enough of Japan. Even the umami company is on fire"  
[X Link](https://x.com/illyquid/status/2020658904192221540)  2026-02-09T00:39Z [----] followers, 10.3K engagements


"Following Nikkei's many articls WSJ is now profiling Nittobo too. Resonac and Ajinomoto also get shout-outs. https://www.wsj.com/tech/a-critical-ai-niche-is-dominated-by-one-little-known-japanese-company-d9101853 https://www.wsj.com/tech/a-critical-ai-niche-is-dominated-by-one-little-known-japanese-company-d9101853"  
[X Link](https://x.com/illyquid/status/2020832431406993899)  2026-02-09T12:09Z [----] followers, 92K engagements


"$ICHR: Early indications of customer demand entering the year provide us with a first-quarter revenue outlook reflecting solidly upward momentum from Q4s trough levels. At this time we expect this upward trend to continue into the second half of the year.""  
[X Link](https://x.com/illyquid/status/2020996214410678411)  2026-02-09T23:00Z [----] followers, [----] engagements


"Told you to follow the anime profile pic accounts. https://t.co/AlpEBpPmjO https://t.co/AlpEBpPmjO"  
[X Link](https://x.com/illyquid/status/2021041106277093633)  2026-02-10T01:58Z [----] followers, 41.7K engagements


"https://www.collyerbridge.com/p/our-new-top-pick-in-singapore-56c https://www.collyerbridge.com/p/our-new-top-pick-in-singapore-56c"  
[X Link](https://x.com/illyquid/status/2021122584511905947)  2026-02-10T07:22Z [----] followers, [----] engagements


"I guess the bulk of the S$ 4.6B capital investment in electronics is $mu. Part of the $888M in precision engineering is VDL (supplier to Applied)"  
[X Link](https://x.com/illyquid/status/2021123698888159721)  2026-02-10T07:26Z [----] followers, [----] engagements


"Option [--]. Bought Seikoh Giken more than 2.5x up in [--] months and its still gonna double. You buy a stock already up 100% in [--] months and it doubles. versus You buy a stock down 50% in [--] months and it doubles. In which scenario are you more satisfied with yourself You buy a stock already up 100% in [--] months and it doubles. versus You buy a stock down 50% in [--] months and it doubles. In which scenario are you more satisfied with yourself"  
[X Link](https://x.com/illyquid/status/2021221671374340419)  2026-02-10T13:56Z [----] followers, 33.7K engagements


"FSC has approved IBKR access to Korean stocks so Fintwit can mop up the Korea Discount"  
[X Link](https://x.com/illyquid/status/2021253670168375662)  2026-02-10T16:03Z [----] followers, 136.8K engagements


"25 people read our note on $1416 yesterday and suddenly people are excited about the fact they might be building two Micron fabs in Singapore"  
[X Link](https://x.com/illyquid/status/2021421201282011150)  2026-02-11T03:09Z [----] followers, [----] engagements


"Diversifying and building long term relationships with suppliers is helping all manner of companies in Asia. We published about one beneficiary in Singapore two days ago. We have a new idea for Japan tomorrow - a much bigger company also levered to memory supercycle. https://www.bloomberg.com/news/articles/2026-02-11/investors-rush-to-join-asia-s-ai-boom-as-global-markets-whipsawsrnd=homepage-asia https://www.bloomberg.com/news/articles/2026-02-11/investors-rush-to-join-asia-s-ai-boom-as-global-markets-whipsawsrnd=homepage-asia"  
[X Link](https://x.com/illyquid/status/2021519084534583398)  2026-02-11T09:38Z [----] followers, [----] engagements


"$enr.de - Siemens is so wildly underhyped here. They booked [---] gas turbines last quarter vs [---] for FY [--] and [---] for FY [--]. Now smashing the buyback and might spin off wind this year"  
[X Link](https://x.com/illyquid/status/2021527981165060451)  2026-02-11T10:13Z [----] followers, 17.3K engagements


"Cooling hasn't been hot on Twitter for a while. Meanwhile Vertiv has reported Q4 orders up 252% y/y and 117% q/q. $vrt"  
[X Link](https://x.com/illyquid/status/2021545671862747204)  2026-02-11T11:23Z [----] followers, [----] engagements


"$aehr +35% thanks be @insane_analyst and @SunvMikey and of course all the SA people who have been writing about this company for years"  
[X Link](https://x.com/illyquid/status/2021594527115403650)  2026-02-11T14:37Z [----] followers, [----] engagements


"Enjoy. We have a new top pick for Japan levered to HBM production. Its on the orange site. In particular you'll want to note $mu's comments yesterday about HBM production being in full swing shipping one quarter early and demand being "significantly higher" than the industry's ability to supply. Option [--]. Bought Seikoh Giken more than 2.5x up in [--] months and its still gonna double. Option [--]. Bought Seikoh Giken more than 2.5x up in [--] months and its still gonna double"  
[X Link](https://x.com/illyquid/status/2021757362567282701)  2026-02-12T01:24Z [----] followers, 34.1K engagements


"@teslabulltr They havent even gotten mainstream press attention yet"  
[X Link](https://x.com/illyquid/status/2021766528958705763)  2026-02-12T02:01Z [----] followers, [---] engagements


"Often we post about companies and people clap back with comments about how its not undiscovered already up 130% already written up etc. What you don't see are the DMs from people managing money with years of experience investing in the country who have just discovered the stock. This was the case with Seikoh Giken and CQME. https://twitter.com/i/web/status/2021786328694763858 https://twitter.com/i/web/status/2021786328694763858"  
[X Link](https://x.com/illyquid/status/2021786328694763858)  2026-02-12T03:19Z [----] followers, [----] engagements


"@jukan05 Interesting. All I've heard is that Keysight is dominant"  
[X Link](https://x.com/illyquid/status/2022138091734204563)  2026-02-13T02:37Z [----] followers, [----] engagements


"$6278 - Union Tool on PCB drill demand in Asia (ex Japan). +33% sales y/y. +107% operating profit y/y"  
[X Link](https://x.com/illyquid/status/2022168783297950105)  2026-02-13T04:39Z [----] followers, 17.7K engagements


"They are doubling investments this year but still expect to achieve another record year of profits (10b yen or +14.6%)"  
[X Link](https://x.com/illyquid/status/2022169778908209615)  2026-02-13T04:43Z [----] followers, [----] engagements


"State of the market: Samsung flexing on Micron by posting trucks picking up HBM in undisclosed location. $mu $smsn"  
[X Link](https://x.com/illyquid/status/2022175561490346155)  2026-02-13T05:06Z [----] followers, [----] engagements


"https://www.koreatimes.co.kr/amp/business/tech-science/20260212/samsung-electronics-begins-hbm4-shipping-for-1st-time https://www.koreatimes.co.kr/amp/business/tech-science/20260212/samsung-electronics-begins-hbm4-shipping-for-1st-time"  
[X Link](https://x.com/illyquid/status/2022175646999621714)  2026-02-13T05:06Z [----] followers, [---] engagements


"Seikoh Giken hikes FY '25 forecasts for optical products. Sales +39%. Operating Profit +50%. Enjoy. We have a new top pick for Japan levered to HBM production. Its on the orange site. In particular you'll want to note $mu's comments yesterday about HBM production being in full swing shipping one quarter early and demand being "significantly higher" than the industry's https://t.co/smjGAtXiFs Enjoy. We have a new top pick for Japan levered to HBM production. Its on the orange site. In particular you'll want to note $mu's comments yesterday about HBM production being in full swing shipping one"  
[X Link](https://x.com/illyquid/status/2022222416429359527)  2026-02-13T08:12Z [----] followers, [----] engagements


"Seikoh Giken: Optical product sales for the third quarter of the fiscal year under review totaled [--------] thousand (+85.2% y/y). Due to the increase in sales of optical connector polishing machines and measuring equipment operating profit reached [-------] thousand (+198.2% y/y) marking record highs for both sales and operating profit for the third quarter of the fiscal year under review. https://twitter.com/i/web/status/2022227586496295133 https://twitter.com/i/web/status/2022227586496295133"  
[X Link](https://x.com/illyquid/status/2022227586496295133)  2026-02-13T08:33Z [----] followers, [----] engagements


"This tweet had [--] impressions and four likes. Ofc the stock is up 124% since then. AI Mechatec (6227.T) has an order backlog of $284M exceeding its entire market cap ($187M) by roughly 50%. 🧐🤏 AI Mechatec (6227.T) has an order backlog of $284M exceeding its entire market cap ($187M) by roughly 50%. 🧐🤏"  
[X Link](https://x.com/illyquid/status/2022574326336438575)  2026-02-14T07:31Z [----] followers, 17.3K engagements


"$dis is entering AI age of abundance with valuable in-person experiences (cruises theme parks) valuable IP and declining production costs (video models) at [--] p/e"  
[X Link](https://x.com/illyquid/status/2022661762869575958)  2026-02-14T13:18Z [----] followers, 13K engagements


"Ben offers a great intro to Taiwan. I also agree that Substacks should be bundled or rolled up and tried to do it myself. Interestingly at close to the [--] month mark Im only slightly behind Ben when he first started despite having a much smaller target audience. I have two weeks to catch him The tech world closely reads @benthompson's Stratechery and for good reason. On Cheeky Pint we discuss ads coming to AI the Saaspocalypse TSMC and the media business. (Plus: how to visit Taiwan.) 00:00:20 Visiting Taiwan 00:04:59 Aggregation and AI 00:23:53 TikTok/Bytedance https://t.co/Ixo3cMUQpW The tech"  
[X Link](https://x.com/illyquid/status/2022688987362791737)  2026-02-14T15:06Z [----] followers, [----] engagements


"Struggled to build a SE Asia data centre and semicon fab basket after I sold Wasion but found two microcaps yesterday Chinese AI CAPEX (include SEA buildout as well) will surprise us Chinese AI CAPEX (include SEA buildout as well) will surprise us"  
[X Link](https://x.com/illyquid/status/2022820950560116820)  2026-02-14T23:51Z [----] followers, [----] engagements


"Its not so much the amount of money but the fact that the Singapore government is keeping the headlines coming to boost small and mid-cap valuations. https://www.theedgesingapore.com/news/budget-2026/government-launch-second-15-bil-tranche-anchor-fund-eqdp-expands-65-bil https://www.theedgesingapore.com/news/budget-2026/government-launch-second-15-bil-tranche-anchor-fund-eqdp-expands-65-bil"  
[X Link](https://x.com/illyquid/status/2022997339821273469)  2026-02-15T11:32Z [----] followers, [---] engagements

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