Felix

[Felix @felixxtj]

@bubbleboi Yield is not the biggest issue in EMIB but it's bandwidth, especially when you have >200GB HBM packaged together. Care to elaborate on this?

[Felix @felixxtj]

@ParadisLabs Not a single Taiwanese company mentioned. What a shit take. Typical fin x wannabes.

[Felix @felixxtj]

@bubbleboi Name me just five of those 'smaller asic design houses' that design 2nm or 3nm chips. I'll wait.

[Felix @felixxtj]

@jasonschips I subscribe to your Substack because I learn a thing or two from your research and will likely extend it for another year. I disagree with your views on $SIVE but you've got balls for saying it out loud. If you get proven to be wrong at the end, please keep on writing!

[Felix @felixxtj]

@AlmaCap114204 None of these companies make and grow the InP crystal substrate. They only make the laser chips on top of the InP substrates that they got from the likes of $AXTI and Sumitomo Chemical.

[Felix @felixxtj]

@Mr_Derivatives What kind of laptop uses internal hard drive in 2025/2026.......

[Felix @felixxtj]

@HyperTechInvest Talk so much and say absolutely nothing.

[Felix @felixxtj]

@MoodyWriter13 At least he writes it for free for everyone to read

[Felix @felixxtj]

@aleabitoreddit Power semi $IFX?

[Felix @felixxtj]

@Ren_aramb What about $IFX?

[Felix @felixxtj]

I'm earlier than Leopold in identifying SOFC. 2500%+ gain later... thanks $BE 🥹

[Felix @felixxtj]

@rektfencer And why sk hynix specifically? What a shit take

[Felix @felixxtj]

The key word for Win Semi (https://t.co/wjK8QY38qD) is 'next year'. No meaningful LD revenue likely before 2027/28. $LITE hasn’t confirmed outsourcing CW/EML lasers to Win Semi. Near term, focus is PD production for $AVGO ramping in 2H26, still capped by InP export control though

[Serenity @aleabitoreddit]

Win Semi (3105) is almost never mentioned in photonics analyst reports.

But they’ll probably show up as an important bottleneck for scaling lasers next year.

Glad to see Shunsin (6451) start picking up steam from my TW longs.

Foci (3363), MSSCorp (6830) should start getting some attention too imo after Computex / $NVDA conference next month.

Nextronics (8147), I personally kinda expect to 3x down the road.. once disposition is over.

5 of my favorite CPO exposure longs over in Taiwan, especially at current prices.

[Felix @felixxtj]

@Kakashi_Res @jasonschips What are the structural issues with Sivers? Name me one except valuation. Bloom Energy used to trade at thousands of P/E multiples as early as 2025. Look where it is now.

[Felix @felixxtj]

@jasonschips Jason, without diminishing all of your other good calls & analysis, you sold your entire $SOI who was then up 20-25% in a week after you announced it. You also promoted $CRWV which was down more than 15% instead of $NBIS who outperformed the former significantly..

[Felix @felixxtj]

@aleabitoreddit You're a legend

[Felix @felixxtj]

@agus_kriwul @AvelinoGuido28 PLN dan Pertamina merugi bertahun2 padahal near monopoly apa kabarnya?

[Felix @felixxtj]

@agus_kriwul @AvelinoGuido28 Do you know that Singapore's very own Temasek invested in the now defunct FTX and had to write down its entire $275 million investment? Do you know that Mandiri's VC arm is still operational to this day? What kind of narrow minded thought this is?

[Felix @felixxtj]

@d3vilicious @business Friends, family, relatives, and all the other hard working low and middle class Indonesian taxpayers