梭哈.AI
@SUOHA_AI
｜ALL IN AI & CRYPTO
｜相信相信的力量
｜超级个体/数字游民
｜向Serenity @aleabitoreddit 学习美股
加入 June 2024
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看来Leopold跟Serenity都看好MLCC瓶颈？🫨
Taiyo Yuden(TSE: 6976) 是全球第三大 MLCC 制造商，Leopold收购了11.62%的股份，比上个月的5.99%股份增加了接近一倍...
@aleabitoreddit 4月中的时候的订阅区聊过MLCC瓶颈相关的标的，包括Taiyo Yuden，已经涨了两波了。建议大家都回看一遍MLCC的相关内容🧐
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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.
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