Beyond 13F — activists, insiders, politicians & research
1 disclosed trade(s) by 1 filer(s).
Watching · 3 mention(s), 0 personal-position post(s) · first 2026-01-23 · last 2026-07-20
“Some updates on bottleneck timelines:
- ABF substrates: 1 year
/ eg. Ajinomoto (2802) for ABF film, Ibiden, Unimicron, Nan Ya PCB, etc make the substrates
- HDI Boards: Over 6 months
/ Victory Giant (300476), Zhen Ding (4958), Unimicron, Compeq (2313), Meiko (6787)
- Multilayer boards: ~6 months
/ Victory Giant, WUS (002463), $TTMI, Gold Circuit Electronics (2368),
- CCL: Over 6 months (…” post →
All 3 tweet(s) mentioning this ticker
| Date | Tweet |
|---|
| 2026-07-20T06:22:41 | Some updates on bottleneck timelines:
- ABF substrates: 1 year
/ eg. Ajinomoto (2802) for ABF film, Ibiden, Unimicron, Nan Ya PCB, etc make the substrates
- HDI Boards: Over 6 months
/ Victory Giant (300476), Zhen Ding (4958), Unimicron, Compeq (2313), Meiko (6787)
- Multilayer boards: ~6 mon… → · 1028 likes · 456,880 views |
| 2026-03-26 | So if you care about the second optical transicever bottleneck outside of EML/CW Lasers:
- $SANM (US)
- $TTMI (US)
- WUS Printed Circuit (TPE: 2316)
- Unimicron (TPE: 3037)
- Zhen Ding Tech (TPE: 4958)
- Gold Circuit Electronics (TPE: 2368)
Were winners for the optical transceiver PCB bottleneck.… → · 282 likes · 88,535 views |
| 2026-01-23 | US, but I travel around a lot. $IBKR has access to most markets.
That being said there are similar US plays like $TTMI (up 267% 1Y) for similar exposure if you want to avoid foreign fees but obviously not quite the same.
Also I talk about a lot of things, there's tons of other opportunities out th… → · 5 likes · 5,652 views |
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