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.
加入 January 2024
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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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