Harsh Shah

just pretend you are reading a life changing quote! Also, Liverpool Red!

[Harsh Shah @harsh_s10]

@equitydd Top 3 with highest allocation? Thanks for sharing!

[Daniel Romero @HyperTechInvest]

Stocks to Play Rubin Rack Manufacturing

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🧠 MEMORY
━━━━━━━━━━━━━━━━━━

DIRECT

→ SK hynix, 000660.KS, HBM leader
→ Micron, $MU, HBM3E/4, SOCAMM, DC DRAM
→ Samsung, 005930.KS, HBM, DRAM, SOCAMM

EQUIPMENT & PROCESS

→ Hanmi Semi, 042700.KS, HBM bonding
→ BE Semi, $BESI.AS, hybrid bonding
→ ASMPT, https://t.co/EaGCe3vWhV, advanced packaging and bonding
→ Disco, 6146.T, wafer grind, thinning and dicing
→ Advantest, 6857.T, memory test
→ Teradyne, $TER, semiconductor test
→ FormFactor, $FORM, probe cards
→ Technoprobe, $TPRO.MI, probe cards
→ Camtek, $CAMT, advanced packaging inspection
→ Onto Innovation, $ONTO, HBM metrology
→ KLA, $KLAC, inspection and yield

━━━━━━━━━━━━━━━━━━
🔌 AI SERVER PCB
━━━━━━━━━━━━━━━━━━

MANUFACTURERS

→ WUS, https://t.co/s5DAoyULTm, high-layer AI server PCB
→ Gold Circuit, https://t.co/nHKZNYE0Xw, multilayer PCB
→ Unimicron, https://t.co/3zWLwnp3nz, PCB and substrate
→ Tripod, https://t.co/kh1sqadnEL, server PCB
→ Nan Ya PCB, https://t.co/GogrOx2kMX, PCB and substrate
→ Compeq, https://t.co/rZNR6Tnn9H, PCB
→ Shennan, https://t.co/RSKyOxWyAJ, high-end PCB
→ Victory Giant, https://t.co/v3JYjgUxyK, AI server PCB
→ TTM Technologies, $TTMI, high-end PCB in the US
→ AT&S, $ATS.VI, PCB and substrate
→ Meiko, 6787.T, PCB

MATERIALS, CCL / LAMINATE

→ Elite Material, https://t.co/6uLuQmWRvT, high-speed CCL
→ ITEQ, https://t.co/2RUNRg5wV4, CCL
→ Taiwan Union Tech, 6274.TWO, high-speed laminate
→ Kingboard, https://t.co/Zi8S1eKO5L, CCL
→ Shengyi, https://t.co/WhkBv9Jzkg, CCL
→ Panasonic, 6752.T, electronic materials
→ Rogers, $ROG, high-frequency materials
→ Mitsubishi Gas Chemical, 4182.T, PCB and substrate materials
→ DuPont, $DD, electronic materials
→ Doosan, 000150.KS, CCL

━━━━━━━━━━━━━━━━━━
⚡ MLCC & PASSIVES
━━━━━━━━━━━━━━━━━━

MANUFACTURERS

→ Murata, 6981.T, global MLCC leader
→ Samsung Electro-Mechanics, 009150.KS, high-end MLCC
→ TDK, 6762.T, MLCC and passives
→ Taiyo Yuden, 6976.T, MLCC
→ Yageo, https://t.co/VbgLRIJl1u, MLCC and passives
→ Walsin, https://t.co/C3IBwMfYQj, MLCC and passives
→ Kyocera, 6971.T, ceramics and MLCC
→ Vishay, $VSH, passives
→ Chaozhou Three-Circle, https://t.co/lL2Vj0KgBq, MLCC and ceramics
→ Fenghua, https://t.co/e4zVGFoSz4, MLCC and passives
→ Holy Stone, https://t.co/w87YStCWBM, MLCC
→ Samwha, 001820.KS, capacitors

MATERIALS

→ Nippon Chemical Industrial, 4092.T, MLCC ceramics
→ Sakai Chemical, 4078.T, barium titanate
→ Toda Kogyo, 4100.T, electronic materials
→ Toho Titanium, 5727.T, titanium feedstock

━━━━━━━━━━━━━━━━━━
🌐 NVLINK / NETWORKING
━━━━━━━━━━━━━━━━━━

CHIPS & CONNECTIVITY

→ NVIDIA, $NVDA, NVLink, NVSwitch, ConnectX, BlueField and Spectrum
→ Marvell, $MRVL, DSPs, custom silicon and optical
→ Astera Labs, $ALAB, PCIe and CXL retimers
→ Credo, $CRDO, AECs and high-speed connectivity
→ MACOM, $MTSI, optical and high-speed connectivity
→ MaxLinear, $MXL, high-speed connectivity

OPTICAL & MODULES

→ Coherent, $COHR, lasers and optics
→ Lumentum, $LITE, lasers and optics
→ Fabrinet, $FN, optical module manufacturing
→ Zhongji Innolight, https://t.co/xtHBonQtOE, transceivers
→ Eoptolink, https://t.co/XNXUx6E1HX, transceivers
→ Accelink, https://t.co/YaNNS14h7J, optical modules
→ Cisco, $CSCO, Acacia coherent optics
→ AIXTRON, https://t.co/UPrvRe3wGM, InP MOCVD tools
→ AXT, $AXTI, InP substrates

CONNECTORS & CABLES

→ Amphenol, $APH, high-speed connectors and cables
→ TE Connectivity, $TEL, connectors
→ Luxshare, https://t.co/IPEpHC2lwa, cables and connectors
→ FIT Hon Teng, https://t.co/IcDWK2e2TP, connectors and cables
→ BizLink, https://t.co/FN3YiaEuDI, cable assemblies

━━━━━━━━━━━━━━━━━━
📦 ABF SUBSTRATE
━━━━━━━━━━━━━━━━━━

MANUFACTURERS

→ Ibiden, 4062.T, high-end ABF
→ Unimicron, https://t.co/3zWLwnp3nz, ABF and IC substrate
→ Nan Ya PCB, https://t.co/GogrOx2kMX, ABF and IC substrate
→ Kinsus, https://t.co/O71MimzVz2, IC substrate
→ AT&S, $ATS.VI, IC substrate
→ Samsung Electro-Mechanics, 009150.KS, FC-BGA
→ Simmtech, 222800.KQ, package substrate
→ Kyocera, 6971.T, ceramic and package substrate
→ Daeduck, 353200.KS, package substrate

MATERIALS

→ Ajinomoto, 2802.T, ABF film
→ Resonac, 4004.T, semiconductor packaging materials
→ Mitsubishi Gas Chemical, 4182.T, substrate and PCB materials
→ Mitsui Chemicals, 4183.T, packaging materials
→ Toray, 3402.T, advanced materials
→ DuPont, $DD, electronic materials

[Harsh Shah @harsh_s10]

@equitydd Good entry?

[Harsh Shah @harsh_s10]

@WeakConqueror @VladBastion What world do you live in? Micron is not cyclical anymore. Look at HBM. They got out of consumer business for AI demand. Wake up!

[Harsh Shah @harsh_s10]

@brunocesar190 @NCTennis_ Which one are you most confident about?

[Harsh Shah @harsh_s10]

@equitydd Which has most growth in 2026? AAOI getting ripped past few days? Thoughts, Sir?

[Harsh Shah @harsh_s10]

@equitydd What’s going on with $MU? Still a buy!

[Harsh Shah @harsh_s10]

@RyshabTalks Was cyclical. Not anymore!

[Liverpool FC @LFC]

Darwin's winner 😮‍💨
Celebrations shot by the skipper 🤳

#NFOLIV '23/24 ⏪

[a girl has a name @humandisaster13]

😐

[Harsh Shah @harsh_s10]

@neecoinvests Let us know when you find one? Thoughts on $ONDS?

[Harsh Shah @harsh_s10]

@equitydd SIMO Crushed Their earnings!!! I had it on my WL like you! Amazing!

[Shay Loko @jobswithshay]

QUICK TIPS TO LEVEL UP YOUR INTERVIEWS.

1. Create conversations.

Instead of “I’m good thanks you”

Say:

[thread]

[Dipti Sharma @Diptish09]

Final interview.
They ask: “Why should we hire you?”
Your mind blanks.

You say “hardworking and passionate.”
Interview ends. No offer.

Here’s what they actually want…

[Harsh Shah @harsh_s10]

@equitydd APLD is very premium & is not even profitable

[internet hall of fame @InternetH0F]

Judge gonna be laughing his ass off playing the dashcam back

[Gappistan Radio @whyteknight07]

Suggest a good spy thriller on Netflix

[Samantha @Samantha_Arhin]

If you can’t sleep at night, this is for you

[Harsh Shah @harsh_s10]

@davidcharns Hi David, do we have a report we can look at ?

[Daniel Romero @HyperTechInvest]

$NBIS Microsoft deal and $IREN Microsoft deal

A comparison ✅