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Open original source ↗What a legend, Situational Awareness bought 1/6th of the entire company of Taiyo Yuden.
Pretty wild to see this unfolding. https://t.co/nBQW5DOZ5f
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It was reported today that Leopold’s Situational Awareness acquired 11.62% of Taiyo Yuden (6976). Up from 5.99% as of July 16th. I do agree with his position (if he still has it) in terms of how valuable this MLCC manufacturer is to global AI supply chains. https://t.co/fAQNpAFfhU
aleabitoreddit ↗