Killer

Did you think TOTO was just a company that sells toilets? In fact, it has already choked the AI chip industry, and its stock price has doubled.
TOTO's ceramic disc process, used for wafer electrostatic chucks (ESG), is the most difficult to replace in the wafer consolidation and stacking stages. In fiscal year 2025, TOTO's ceramic business profits have replaced over 100 years of bathroom products, with a profit margin of up to 40%.
TOTO's stock has risen 100% since April, and the market's demand for ESG is just beginning to grow; TOTO's valuation has already been restructured.
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Having worked in the private equity industry related to real estate for many years
I have always been cautious about heavy assets
So I have never been interested in $NBIS $CRWV . I can't understand why the Chinese community is so enthusiastic about these two stocks. Maybe they haven't observed that Wall Street's capital has always been cautious and divided on the valuation of these two heavy asset rental businesses.

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1️⃣Semiconductor equipment domestic substitution is divided into four parts: front-end equipment, back-end testing (most flexible this year), upstream materials, and wafer foundry. But the logic and odds for these stocks in equipment, materials, and foundry are not the same, so they can't all be regarded as equipment leaders.
2️⃣This PDF breaks down each process step into the leading and sub-leading stocks, totaling 17.
3️⃣Stock selection mainly involves STAR Market stocks, requiring assets of 500k yuan and 24 months of brokerage trading experience. If you lack permission or don't want to

In the A-shares market, there are only 5 companies that qualify as “equipment” in the strictest sense—Huahai Qingke, Shengmei Shanghai, Tuojing Technology, Zhongwei Company, and Xinyuan Micro. Huahai Chengke and Zhongju Core are materials companies, and Huahong Hongli is a contract manufacturer, but they’re also not bad.
⭐️For the details, see the Star Planet research report analysis.
Note: Most of the above targets are STAR Market stocks, and there is an account-opening threshold of 500,000 in assets plus 24 months of trading experience. If you don’t have STAR Market access, or you don’t

In the A-shares market, there are only 5 companies that qualify as equipment providers in the strict sense—Huahai Qingke, Shengmei Shanghai, Tuo Jing Technology, Zhongwei Company, and Xinyuan Micro. Meanwhile, Huahai Chengke and Zhongju Core are materials companies, and Huarong Hongli is a contract manufacturer/OEM—they’re also not bad.
Note: Most of the above are STAR Market stocks, and the threshold is 500,000 yuan in assets plus 24 months of trading experience.
If you don’t have access to the STAR Market or you don’t want to buy individual stocks, the most worry-free option is to buy an

All the equipment stocks I mentioned on Knowledge Planet this morning are top-tier, and there are opportunities to get in early.
Precisely communicated before the market opened at 9:09.
1️⃣ Because my partner and I started monitoring semiconductor equipment stock data signals last Thursday, not just wishful thinking.
2️⃣ Semiconductors and storage with high profit margins will encourage more manufacturers to buy equipment for expansion or to produce their own. Who wouldn’t be envious? When pigs become expensive, pig farmers want to build more pig pens, and those who used to sell pancakes

I don't understand this
Selling subsidiaries to buy the parent company?
I don't understand
#建滔集团 # Jiantao Multilayer PCB

Jiantao bolted the moment trading opens tomorrow—what a truly “grand” mindset; improving life is something you’re part of.

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