Serenity
@aleabitoreddit
Only on X, don’t trust fake accs
AI/Semi Supply Chains Research
NFA DYOR, no paid promos; may trade/hold names disc, views my own.
参加 July 2025
197 フォロー中 1M ファン
What a legend, Situational Awareness bought 1/6th of the entire company of Taiyo Yuden.
Pretty wild to see this unfolding.
It was reported today that Leopold’s Situational Awareness acquired 11.62% of Taiyo Yuden (6976).
Up from 5.99% as of July 16th.
I do agree with his position (if he still has it) in terms of how valuable this MLCC manufacturer is to global AI supply chains.
もっと見る
