Beyond 13F — activists, insiders, politicians & research
3 disclosed trade(s) by 1 filer(s).
Watching · 3 mention(s), 0 personal-position post(s) · first 2026-06-18 · last 2026-06-20
“In terms of personal notes:
1. Priortech owns 21% of $CAMT, ~1.35x their MC, seems more like holding co.
2. Bit Digital people kept shouting, but NAV discount is not clean $WYFI, lot of dilution + not AI parent.
3. Wistron (3231) is the best one I've seen since $SIVE + Ayar + Wiwynn are one of my favorite trio.
~$16.2B MC, Q1 revenue up a ridiculous amount with 144% Y/Y growth.
Owns 35.46%…” post →
All 3 tweet(s) mentioning this ticker
| Date | Tweet |
|---|
| 2026-06-20T03:52:23 | In terms of personal notes:
1. Priortech owns 21% of $CAMT, ~1.35x their MC, seems more like holding co.
2. Bit Digital people kept shouting, but NAV discount is not clean $WYFI, lot of dilution + not AI parent.
3. Wistron (3231) is the best one I've seen since $SIVE + Ayar + Wiwynn are one of m… → · 1066 likes · 751,559 views |
| 2026-06-18T17:18:34 | Anyone got a list or ideas of the biggest NAV discounts. But independently has AI growth?
Stuff more extreme end like $ACMR and WUS (2316) compared to SK Square.
Have exposure to the ones above, just wanted to research more opportunities.
Seems to be getting noticed recently → · 800 likes · 360,862 views |
| 2026-06-18 | I’m just finding new ideas. As for $ACMR up to you. It’s just my example on what I’m trying to look for, since it’s has around ~$18.2B worth of assets from ACMR China. And it’s currently trades at a $7.3B MC.
I don’t think they can fully liquidate it, which is why it trades discount to nav.
But th… → · 91 likes · 32,653 views |