$8147
Nextronics Engineering8/10Does he own it?
Repeated first-person position statements: he says he took positions following the GS note, explicitly states he went long while showing his entry math, and lists the name among his Taiwan longs and favorite CPO longs. Clear ownership, though no percent weight disclosed.
His thesis
A roughly $200m-cap Taiwanese micro-cap supplying CPO connectors and thermal cage modules into Nvidia's co-packaged optics supply chain, flagged by Goldman among much larger suppliers. He frames it as a small but highly material content win relative to its tiny market cap as CPO scales in 2027-2028, plus optionality from Amazon robotics/humanoid exposure. His detailed model implies very low forward P/E and asymmetric multi-bagger upside on a re-rating toward $1-2B+.
How his view evolved
Started as a GS-sourced idea he bought into, then deepened with a detailed BOM/valuation model, added Amazon-robotics optionality, and finally folded it into a basket of favorite Taiwan CPO longs while flagging near-term disposition overhang.
Key points
- Nvidia CPO connector and thermal cage supplier, material to a tiny ~$200m cap
- Detailed model implies very low fwd P/E and potential multi-bagger re-rating by 2028
- Held as part of a Taiwan CPO long basket; added Amazon robotics optionality
Derived from a holistic read of his public posts — paraphrased, never quoted. See his actual posts about $8147 on X ↗