$3231

How his view evolved

Every substantive take he's posted on $3231, newest first — each labelled with the stance he expressed at the time.

1. Jun 20, 2026Bullishconviction 3/4

   In terms of personal notes: 1. Priortech owns 21% of $CAMT, ~1.35x their MC, seems more like holding co. 2. Bit Digital people kept shouting, but NAV discount is not clean $WYFI, lot of dilution + not AI parent. 3. Wistron (3231) is the best one I've seen since $SIVE + Ayar + https://t.co/W43DrOp1ft

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