$BESI

Does he own it?

BESI appears only as one line item in three sector supply-chain lists (hybrid bonding / advanced packaging). The first tweet has an explicit "I own" disclosure listing AMKR, AEHR, ONTO, COHR, TSM — BESI is excluded. The third names his actual winners (AXTI, LITE, etc.) and again omits BESI. No first-person buy/hold/add/size language ever.

His thesis

BESI is cited as the hybrid-bonding / advanced-packaging equipment supplier within two structural AI bottleneck theses: SiC interposers for next-gen Nvidia Rubin and hyperscaler ASICs, and the broader co-packaged optics / silicon photonics supercycle. The view is mildly positive on it as a long-term beneficiary of advanced-packaging demand, but it is never singled out for analysis — it is grouped generically with peers like ONTO, CAMT, SMHN.

How his view evolved

Consistently a minor list entry across all three posts (Jan-Mar 2026). It shifts from a SiC interposer context to the CPO/photonics theme, then appears as a mid-pack performer (+24.71% YTD) in a retrospective index. No deepening conviction.

Key points

• Listed only as a hybrid-bonding/advanced-packaging equipment name within AI bottleneck baskets
• Explicitly absent from his stated holdings disclosure, which named other supply-chain peers
• Framed as a multi-year advanced-packaging beneficiary but never individually researched

Derived from a holistic read of his public posts — paraphrased, never quoted. See his actual posts about $BESI on X ↗