Jack Huang (Bernhard Huang/黃傑克）
@photonjaeger
Capturing photons (optics), electrons (semis), and dollars (investing), TMT/AI/Semis/Optics/EPDA, 미국인/米國人/Amerikaner, Chicagoan, @uchicago a while ago, DMs open
加入 June 2026
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I forgot to say the other day, @LIWEI_TWCapital - there is tremendous value add in shifting left and finding out defects early in the process. This is good among a sea of slop. @LIWEI_TWCapital, forcefully elucidate value at risk here at each insertion and so on? @RYANHINGSHING
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AI doomers bring the volatility. Liwei brings the CPO testing watchlist.
Let the panic give you a better entry. Do the homework, pick your names, and have the conviction to act.
Follow Liwei and @RegularWang. Let’s see who’s smiling next month.
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