What’s interesting, though, is that even companies once dismissed as shitcos are starting to benefit from these bottlenecks.
Take Unitika, for example. The stock once surged like a meme stock on the narrative that it made glass fiber, only to collapse after people realized there was little fundamental substance behind the story. But recently, it actually passed Qualcomm’s qualification test for T-Glass.
I still don’t like the kind of small-cap “bottleneck trade” stocks that retail investors aggressively push, like Sivers.
But I’m no longer willing to dismiss their potential outright.
3103 Unitika is breaking out! 🔥 Perfect storm: Strong fundamentals (successful restructuring & surging profit), bullish technicals, and tight supply & demand. Japan's hidden gem is catching massive global attention. Don't miss the momentum! 🚀📈
#Unitika#JapanStocks