Twitter Roundup (Week of 10 Nov)

Bullish tweets on under-discussed ideas

Dear readers,

A list of 106 Japanese semiconductor ideas was posted on Twitter this week. I have copied it to the subscriber chat (h/t Basteph). Interestingly, some names are not on that list, including the subject of these tweets:

Mitsui Kinzoku - They are a critical supplier of high-end PCB copper foil used to make thick, low-loss PCBs for AI GPUs/ASICs.

…But since Q-glass is harder, it makes drilling it even more challenging, so players like Union Tools (Japan), Topoint (Taiwan), and DTech (China), who make carbide drill bits (used to drill holes in PCBs), will benefit
Btw, we already have a huge shortage of drill bits

That is reassuring to me - it means our work is delivering differentiated ideas to our paying readers. More below.