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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.
加入 July 2025
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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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