Illiquid
$ttmi now behaving like a Taiwanese stock. Must have been a great preso at Needham. https://t.co/ssEB2EP36F
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Illiquid
There’s an obscure HK company that might be making PSUs for servers. https://t.co/W4BN9IQPf7

Even without taking a long-term view, the PSU market is going to grow massively starting next year.

What’s really unfortunate is that most major PSU makers are Taiwanese companies. For me, investing in Taiwanese stocks is a bit tricky. https://t.co/dSiepQ2YT4 - Jukan
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Illiquid
Valhalla. https://t.co/Vux4Jln4qO

On 29 October, after SK Hynix was up ~60% in a month, I dug up a Japanese FOMO basket. For the second order beneficiary and meme potential enjoyers.

https://t.co/K2jWOp82n2 https://t.co/6ipjhhxYFQ - Illiquid
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Quiver Quantitative
BREAKING: We caught another crazy trade.

Someone on Polymarket has now bet $100,000 that Trump will acquire Greenland.

They will win $586K if they are correct.

Another potential insider or a degenerate gambler? https://t.co/RAvicyjvE7
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Illiquid
$smh fat finger basket: $shm.ax and $shmd

This seems like a solid r/r thesis and has $EDU.AX vibes:
✅Cancelled take-private, 20% shareholder acquired stake above spot
✅Rotation of share registery feat. DMX Asset Management
✅Massive cap return program given ~15% fcfe
✅Insiders not participating in BB
DYOR, illiquid - Maius
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Illiquid
Echoing what I've been saying about $cohr, $lite, $ats, et al. $ttmi CEO acknowledges ramping up in SE Asia is not a foregone conclusion:

"So Penang is still part of the China Plus One strategy, which is, I think, still very valid. We were a bit optimistic about Penang. There are cultural aspects there, correct? China, very steady workforce. We have now, by the way, 18,000 people, and we are able to keep our people. And so yield learning is very efficient in China and in the U.S. Malaysia was a different story. It's about staff, it's about yield development, it's about delivering our products. It was all more challenging than we thought."
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Hidden Value Gems
Hidden Value Gems is back!

After six months focused on private projects, I realised how much I missed engaging with readers, learning from others, and sharing ideas!

The first post in the restart series covers a key takeaway from 2025: stop focusing on market outlooks — focus on individual opportunities instead.

New post is live 👇🏼
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Hidden Value Gems
Enjoyed this summary by @polymathinvest1 on how to improve your chances for success in life 👇🏼

1⃣Take more shots
2⃣Be visible
3⃣Meet the right people
4⃣Position yourself well
5⃣Protect your downside
6⃣Stay flexible
7⃣Notice Opportunities
8⃣Turn Bad Luck Into Advantage
9⃣Compound Over time
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Brady Long
R.I.P basic RAG ☠️

Graph-based retrieval is the new standard.

Top engineers at OpenAI, Anthropic, and Microsoft don’t build RAG the usual way.

They don’t start with vector search.

They start by building knowledge graphs.

Here are 7 practical ways to use graph RAG instead of plain vector search:
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God of Prompt
RT @godofprompt: 🚨 Anthropic just dropped Cowork and it's changing everything.

Claude Code wasn't just for developers anymore. Now anyone can use the same AI agent power for ANY work.

Available today for Claude Max subscribers on macOS.

Here's why this matters ↓ https://t.co/rFj2v9StLb
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