$2316

How his view evolved

Every substantive take he's posted on $2316, newest first — each labelled with the stance he expressed at the time.

1. Jun 18, 2026Bullishconviction 3/4

   I agree with Palliser Capital here. As a shareholder, it’s just so stupid how WUS (2316 TW) MC can be ~$1B MC. While they own a 11.26% stake of WUS Kunshan, a $39.3B (¥282B CNY) company… Which is worth $4.42B pre-tax. Just sell 1/4th or something? And you get an extra ~$1.1B https://t.co/rj7R3t55mR

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