| Date | Tweet |
|---|
| 2026-09-02T09:54:21 | Just taking a look at Leopold's Situational Awareness Q2 13F latest holdings as of June 30th:
1. $SNDK - $5.674B
2. $MU - $5.574B
3. $BE - $1.899B
4. $TSM - $1.265B
5. $NBIS - $1.232B
6. $CRWV - $744.5M
7. $CORZ - $665.6M
8. $STM - $584.3M (new)
9. $APLD - $469.0M
10. $RIOT - $468.2M
11. $SHAZ -… → · 1256 likes · 330,440 views |
| 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… → · 1026 likes · 460,412 views |
| 2026-06-19T12:55:10 | Remind me whenever I call out a bottleneck, I should go long myself.
Just floated this idea out around MLCC bottlenecks awhile back.
Taiyo Yuden up 211.38%
$VSH up 146.15%
Murata up 155.43%
Within the last 2 months...
Feels bad. https://t.co/rwHNVYCuk0 → · 717 likes · 310,303 views |
| 2026-04-22 | @afasano23 No I don't. I'm just publishing some of the research I did in case it helps others. $VSH was a good one though.
There's too many names... can't get exposure to everything. → · 44 likes · 21,859 views |
| 2026-04-22 | Yes. The President invoked the "Defense Production Act" 2 days ago.
To expand on domestic infra.
Implicit beneficiaries were:
Transmission & Advanced Conductors:
$AMSC - HTS Wires (advanced conductors), power electronics
$PLPC - advanced conductors
$ATKR - transmission components
$VMI - grid co… → · 1649 likes · 956,752 views |