LIWEI_TW Capital
@LIWEI_TWCapital
Even a great company is only worth recommending at the right price. Every trading idea shared should deliver real, actionable value when it matters most.
参加 January 2024
400 フォロー中 11.8K ファン
Thanks @photonjaeger for sharing such great insights!
Connecting the dots between TSMC's supply chain and today's news from Unimicron,
Ramping-up in high-end ABF substrates signals the start of the semiconductor industry's typical 6- to 9-month advance procurement and inventory prep cycle. IYKYK
$LITE $MRVL $COHR $AAOI
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I won’t say more other than referring @LIWEI_TWCapital @RYANHINGSHING to look carefully at the cross sections in Unimicron’s John Lau’s slide deck on CPO ( I won’t explain my own takes here informed by exp except on substack later. Anyways, HT @dnystedt!
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