What a legend, Situational Awareness bought 1/6th of the entire company of Taiyo Yuden. Pretty wild to see this unfolding.

Serenity: It was reported today that Leopold’s Situational Awareness acquired 11.62% of Taiyo Yuden (6976).

Up from 5.99% as of July 16th.

I do agree with his position (if he still has it) in terms of how valuable this MLCC manufacturer is to global AI supply chains.