Calls
4
liwei_twcapital
Technology-Focused Investor
Win Rate
25.0%
return
+1.8%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Aug 28
$426.16
-2.7%
Author explicitly states $TSM to $1000 is far more possible, endorsing a bullish price target with conviction.
Author explicitly states $TSM to $1000 is far more possible, endorsing a bullish price target with conviction.
Foundry Equipment
Long
Sep 01
$77.23
-0.1%
Buy AEHR because testing will be a huge market in a successful CPO ramp; the author bought 5,000,000 shares today.
Foundry Equipment
Long
Sep 01
$47.60
-0.7%
Maintain long exposure to PENG because Western AI infrastructure names look cheap relative to Taiwanese peers despite identical AI capex tailwinds.
AI Hardware
Long
Aug 05
$866.00
+10.6%
Buy AP Memory (6531.TW) as July revenue hit a record NT$1.104B (+144.6% YoY, +36.1% MoM), roughly 40% above the prior monthly peak, driven by accelerating IPD and silicon capacitor demand for AI/HPC advanced packaging — momentum is clearly stepping up.
AI Memory
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liwei_twcapital has 4 trade ideas tracked on Buzzberg across 4 tickers since July 2026. Most covered: TSM, AEHR, PENG.
