Serenity(@aleabitoreddit):I didn’t know Leopold was a fellow MLCC bottleneck investor in Taiyo Yuden (6976) It’s been disclosed today that Situational Awareness owns 5.99% of the company with a ~ ¥17,446/share avg as of June 29th. Current prices are ¥9,797. I actually added some today to show support since Taiyo Yuden is one of the largest % MLCC manufacturers globally.

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.

가입 July 2025

197 팔로잉 중 1M 팬

Serenity@aleabitoreddit

2026.08.12 01:56

I didn’t know Leopold was a fellow MLCC bottleneck investor in Taiyo Yuden (6976) It’s been disclosed today that Situational Awareness owns 5.99% of the company with a ~ ¥17,446/share avg as of June 29th. Current prices are ¥9,797. I actually added some today to show support since Taiyo Yuden is one of the largest % MLCC manufacturers globally.