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#  @illyquid Illiquid
Illiquid posts on X about $5991t, $lite, japan, malaysia the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.
### Engagements: XXXXX [#](/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: XXXXXXXXX [#](/creator/twitter::1813374637868560384/influencer_rank)
### Social Influence
**Social category influence**
[countries](/list/countries) XXXXX% [technology brands](/list/technology-brands) XXXX% [stocks](/list/stocks) XXXX% [currencies](/list/currencies) XXX% [finance](/list/finance) XXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [automotive brands](/list/automotive-brands) XXXX% [exchanges](/list/exchanges) XXXX%
**Social topic influence**
[$5991t](/topic/$5991t) #1, [$lite](/topic/$lite) #23, [japan](/topic/japan) 3.7%, [malaysia](/topic/malaysia) #1640, [ceo](/topic/ceo) 2.47%, [$aixa](/topic/$aixa) #2, [$pry](/topic/$pry) 2.47%, [$asml](/topic/$asml) #100, [asml](/topic/asml) #174, [$ats](/topic/$ats) XXXX%
**Top accounts mentioned or mentioned by**
[@analysisop](/creator/undefined) [@stfbutnou](/creator/undefined) [@iqbalyusuf1994](/creator/undefined) [@meetshahms](/creator/undefined) [@simeonresearch_](/creator/undefined) [@pearsonpc](/creator/undefined) [@fedex774](/creator/undefined) [@simeonresearch](/creator/undefined) [@iqbalyusuf1994s](/creator/undefined) [@zephyrz9](/creator/undefined) [@cruxcapital](/creator/undefined) [@teaparty1234](/creator/undefined) [@alexkehr](/creator/undefined) [@viggykrishnan](/creator/undefined) [@zijingwu](/creator/undefined) [@joeytoughknukle](/creator/undefined) [@gavinsbaker](/creator/undefined) [@altaycapital](/creator/undefined) [@dragoninvest470](/creator/undefined) [@marko1332](/creator/undefined)
**Top assets mentioned**
[Lumentum Holdings Inc. Common Stock (LITE)](/topic/$lite) [Alltoscan (ATS)](/topic/$ats) [Applied Materials, Inc. (AMAT)](/topic/$amat) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Micron Technology, Inc. (MU)](/topic/$mu) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Western Digital Corp (WDC)](/topic/$wdc) [DigitalBridge Group, Inc. (DBRG)](/topic/$dbrg)
### Top Social Posts
Top posts by engagements in the last XX hours
"Short intro for the XXX new followers - Hi. In April I took a break from a XX year career investigating everything from the 1MDB scandal to Nordic AML failures to massive industrial accidents. I started having success looking into Singaporean microcaps and was encouraged to start a newsletter. I hope it offers something a little different. I wrote the post below to help orient new readers to our past and current ideas"
[X Link](https://x.com/illyquid/status/1987790684171202942) 2025-11-10T07:53Z 2435 followers, 12.2K engagements
"$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 2434 followers, 3930 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
"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 2434 followers, 2393 engagements
"Very helpful stuff at the Prysmian booth today. $pry. Also fortuitously sat next to a cable expert for thirty mins"
[X Link](https://x.com/illyquid/status/1983180230815797530) 2025-10-28T14:33Z 2425 followers, XXX engagements
"$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 2427 followers, 5931 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 2428 followers, 2020 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 2419 followers, 9194 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
"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 2427 followers, 4268 engagements
"The Chinese power equipment theme is a fun one. The main idea here is that Wasion Holdings $3393.hk has a factory in Johor Malaysia that is supposedly going to ramp to US$ 280M in revenue in 2026. We can track that by periodically turning up to the factory to count electricians being bussed in to work"
[X Link](https://x.com/illyquid/status/1995452728173080632) 2025-12-01T11:19Z 2425 followers, XXX engagements
"We also like $2722.hk which is essentially a conglomerate that owns a stake in a Cummins JV (diesel generators) and a Hitachi JV (transformers). Despite owning these valuable assets it trades at XX p/e well below Western peers"
[X Link](https://x.com/illyquid/status/1995452730677002609) 2025-12-01T11:19Z 2425 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 2428 followers, 1019 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 2411 followers, 2147 engagements
"@crux_capital_ No Japanese names means youre still early anon"
[X Link](https://x.com/illyquid/status/1996611605229105618) 2025-12-04T16:04Z 2430 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 2425 followers, 14.1K engagements
"Treasure hunt"
[X Link](https://x.com/illyquid/status/1996964629634077110) 2025-12-05T15:27Z 2427 followers, 5392 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 2433 followers, 1205 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
"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 2431 followers, 6316 engagements
"Infineon increases 2026 revenue forecast by EUR 500m. $aixa up 8%"
[X Link](https://x.com/illyquid/status/1988545948402827307) 2025-11-12T09:54Z 2431 followers, 2409 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 2431 followers, 8864 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 2431 followers, XX 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
"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 2430 followers, 2011 engagements
"Market is giving these guys a second chance. $5991.t"
[X Link](https://x.com/illyquid/status/1995290013580591551) 2025-12-01T00:33Z 2431 followers, 3182 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 2431 followers, XXX engagements
"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 2431 followers, XXX 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 2433 followers, 5037 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 2435 followers, XXX 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 2435 followers, 1048 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 2436 followers, XXX 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, malaysia the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- 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: XXXXXXXXX #
Social Influence
Social category influence countries XXXXX% technology brands XXXX% stocks XXXX% currencies XXX% finance XXXX% cryptocurrencies XXXX% automotive brands XXXX% exchanges XXXX%
Social topic influence $5991t #1, $lite #23, japan 3.7%, malaysia #1640, ceo 2.47%, $aixa #2, $pry 2.47%, $asml #100, asml #174, $ats XXXX%
Top accounts mentioned or mentioned by @analysisop @stfbutnou @iqbalyusuf1994 @meetshahms @simeonresearch_ @pearsonpc @fedex774 @simeonresearch @iqbalyusuf1994s @zephyrz9 @cruxcapital @teaparty1234 @alexkehr @viggykrishnan @zijingwu @joeytoughknukle @gavinsbaker @altaycapital @dragoninvest470 @marko1332
Top assets mentioned Lumentum Holdings Inc. Common Stock (LITE) Alltoscan (ATS) Applied Materials, Inc. (AMAT) Taiwan Semiconductor (TSM) Micron Technology, Inc. (MU) Alphabet Inc Class A (GOOGL) Western Digital Corp (WDC) DigitalBridge Group, Inc. (DBRG)
Top Social Posts
Top posts by engagements in the last XX hours
"Short intro for the XXX new followers - Hi. In April I took a break from a XX year career investigating everything from the 1MDB scandal to Nordic AML failures to massive industrial accidents. I started having success looking into Singaporean microcaps and was encouraged to start a newsletter. I hope it offers something a little different. I wrote the post below to help orient new readers to our past and current ideas"
X Link 2025-11-10T07:53Z 2435 followers, 12.2K engagements
"$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 2434 followers, 3930 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
"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 2434 followers, 2393 engagements
"Very helpful stuff at the Prysmian booth today. $pry. Also fortuitously sat next to a cable expert for thirty mins"
X Link 2025-10-28T14:33Z 2425 followers, XXX engagements
"$amat and $asml recognised by $tsm as excellent suppliers. Anyone not on the list going to zero"
X Link 2025-11-27T15:27Z 2427 followers, 5931 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 2428 followers, 2020 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 2419 followers, 9194 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
"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 2427 followers, 4268 engagements
"The Chinese power equipment theme is a fun one. The main idea here is that Wasion Holdings $3393.hk has a factory in Johor Malaysia that is supposedly going to ramp to US$ 280M in revenue in 2026. We can track that by periodically turning up to the factory to count electricians being bussed in to work"
X Link 2025-12-01T11:19Z 2425 followers, XXX engagements
"We also like $2722.hk which is essentially a conglomerate that owns a stake in a Cummins JV (diesel generators) and a Hitachi JV (transformers). Despite owning these valuable assets it trades at XX p/e well below Western peers"
X Link 2025-12-01T11:19Z 2425 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 2428 followers, 1019 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 2411 followers, 2147 engagements
"@crux_capital_ No Japanese names means youre still early anon"
X Link 2025-12-04T16:04Z 2430 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 2425 followers, 14.1K engagements
"Treasure hunt"
X Link 2025-12-05T15:27Z 2427 followers, 5392 engagements
"Prysmian is providing the cables for hydropower from Sarawak to Singapore $pry"
X Link 2025-10-17T05:12Z 2433 followers, 1205 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
"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 2431 followers, 6316 engagements
"Infineon increases 2026 revenue forecast by EUR 500m. $aixa up 8%"
X Link 2025-11-12T09:54Z 2431 followers, 2409 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 2431 followers, 8864 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 2431 followers, XX 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
"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 2430 followers, 2011 engagements
"Market is giving these guys a second chance. $5991.t"
X Link 2025-12-01T00:33Z 2431 followers, 3182 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 2431 followers, XXX engagements
"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 2431 followers, XXX 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 2433 followers, 5037 engagements
"@joeytoughknukle @GavinSBaker Its arguably very impressive to be normal when you're Jamie Dimon"
X Link 2025-12-08T17:02Z 2435 followers, XXX 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 2435 followers, 1048 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 2436 followers, XXX engagements