🧵 ULVAC, Inc. $6728.T — the vacuum tech company most investors have never heard of.
It sits at the intersection of AI infrastructure, rare earth independence, advanced packaging, quantum computing, and EVs.
Let me break down why this is one of the most underrated Japan plays. 🇯🇵

https://x.com/fedex774/status/2056939360222884144

First, what does ULVAC actually do?
Founded in 1952, Chigasaki, Japan.
It designs and manufactures vacuum systems and thin-film deposition equipment for semiconductors, FPDs, solar, batteries, and industrial processes.
Boring? Not even close. Vacuum tech is the invisible backbone of modern manufacturing.

STEYR $4X0 is the most slept-on stock in the whole stock market and at current prices it is my favorite stock to buy.🇦🇹
A €197M microcap making engines for tanks, military boats, and drone ships.
With a backlog worth MORE than the entire company.
Let me explain why I own this.🧵 First, what does Steyr Motors actually do?
They make high-performance diesel engines for mission-critical applications worldwide.
Think: Leopard 2 battle tanks ⚔️, military rescue boats 🚤, anti-drone power systems.
Two segments: Defense + Civil.
121 employees. Austrian-listed.

Everyone is talking about Intellego.
So I feel like sharing what worries me about this stock.
Here are the $INT red flags I identified.
Feel free to prove me wrong, I'd love that!
A thread👇 1️⃣ The first thing that caught my eye was the number of employees — basically flat for years, while the company’s revenue skyrocketed.
For a production business, that’s pretty unusual.
Growth without hiring? Doesn’t add up. 🤔
2️⃣ Intellego outsources production >

1/11
Quick thread on $IREN Limited — where they are today on data-center capacity, and the mega projects that could make them a top AI infra player.
Thread ⤵️
@FransBakker9812 2/11
Today snapshot: $IREN reports ~2.9 GW (2,910 MW) of secured power across multiple sites and several purpose-built AI data center locations in North America. That’s the backbone of their scale story.