LIWEI_TW Capital@LIWEI_TWCapital$ASX almost green days every single day. Aren't you guys ready to be sick of winning yet? Liwei's $ASX deep dive on Substack :
Chips & Wafers@ChipsandWafersPeople don't realize what's happening at the OSATs right now. In 9 months of 2026, Taiwanese OSATs have placed ~$11B of equipment orders, more than 2019–2025 COMBINED. Q3 alone was a record $4.6B.
liweitwcapital.substack.comElon Ignited the Packaging Narrative. ASE ($ASX) Holds the Solution.“Packaging is really important, by the way, because if you look at it, the packaging capacity is like non-existent.” From the All-In discussion with Elon Musk and Gwynne Shotwell, September 2026.