demian_ai

@demian_ai · tracked since May 2026
Calls 1 79 Posts tracked · 13.2/day
Calls
7d 1
30d 1
90d 1
Win Rate - Long 1 Short 0
Win Rate
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Average Return +0.0% Long Return +0.0% Short Return -
Average Return
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Result
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Source
4062.T Ibiden Co., Ltd. Ibiden Co., Ltd.
Long
May 25
$20425.00
+0.0%
Buy Ibiden (4062.T) as an underappreciated Japanese AI supply chain bottleneck — speaker frames Japan's substrate/component layer as critical infrastructure that only gets noticed when supply disrupts, implying asymmetric upside from AI demand.
Buy Ibiden (4062.T) as an underappreciated Japanese AI supply chain bottleneck — speaker frames Japan's substrate/component layer as critical infrastructure that only gets noticed when supply disrupts, implying asymmetric upside from AI demand.
AI/Semi
TWITTER
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