“Okay I know this is US time and this is a Taiwan stock... But I really am starting to think $ESMT (3006) can cook like $SNDK. And I’m excited. So hopefully in a few months, people can something say similar... FUN FACT CHAT: Did you know.. 1 old DDR2 memory chip is.. ~$0.96? (from LCSC data) Obviously different per spec since some can be $2.5... But if you 3x ASP Hike this. That's a who…” post →
| Date | Tweet |
|---|---|
| 2026-09-23T16:12:45 | It’s mainly thesis tracking mode now since I layed out most of my ideas H1 from $INTC, $ARM to $MU. Or $SIVE to $AAOI or $AXTI or $NBIS Only two recent ones were $ESMT for legacy memory trade and $CCXI for humanoids but aside from that it’s just seeing if they get validated over time Stuff like la… → · 159 likes · 39,735 views |
| 2026-09-22T13:36:39 | I feel like traditional "value investing" went into hibernation. Before it was finding a 10x -12x P/E company like $UPWK or $PYPL, Dominoes, Pepsi. Or even a cheap Japanese company below book value. Then just enjoying slow growth but buyback/dividend appreciation from their cashflow. Now you can… → · 797 likes · 253,693 views |
| 2026-09-21T16:08:49 | $SIVE and $AAOI, yes for a 2027 timeframe. That's the nuance. Sivers you're coming on with 100M CW DFB laser capacity + 2 external foundries (maybe 300M in total), and all my supply chains mapping maps to larger hyperscaler suppliers. AAOI you're coming on with $471m transceiver revenue + 400K E… → · 179 likes · 26,634 views |
| 2026-09-21T05:40:07 | I personally think $ESMT should be a lot higher since July net income was absurd (~$111M, <2 annualized July RR). Growing revenue ~16.5% M/M is also absurd from July -> August. And I did track their products, which has high sensitivity to hikes... (which are heavily expected H2) Markets aren't al… → · 59 likes · 22,439 views |
| 2026-09-14T08:45:10 | @KhalidIshaq85 I mean $ESMT just did ~$111m net income of the month of July off a $2.5B MC. And it looks like their core product prices are going to get hiked a lot H2 from new Trendforce data. The selloff looks ridiculous to me, but feel free to make your own decision on this. → · 55 likes · 18,381 views |
| 2026-09-14T08:15:51 | NOR flash “Severe Supply Shortage” with high density continued increases of 90-110% for H2. I wonder who sells both high density NOR and SLC NAND? *cough cough, $ESMT* For H1 hikes: NOR: +100–120% SLC NAND: +130–150% For H2 hikes: High-density NOR: 90-110% in H2 SLC NAND: ~70–75%. Obviously ther… → · 470 likes · 206,527 views |
| 2026-09-08T15:37:00 | Okay I know this is US time and this is a Taiwan stock... But I really am starting to think $ESMT (3006) can cook like $SNDK. And I’m excited. So hopefully in a few months, people can something say similar... FUN FACT CHAT: Did you know.. 1 old DDR2 memory chip is.. ~$0.96? (from LCSC data) … → · 1021 likes · 508,526 views |
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