Following his 49% gain on Clearwire last year, he now turns to ChipMOS Technologies , a semiconductor testing and assembly company.

FORBES: If You Could Love Only One Stock in 2013

It is home to the world's No. 2 and No. 3 chip-packaging and chip-testing companies, Advanced Semiconductor Engineering (ASE) and Siliconware Precision (SPIL) .

FORBES: Cisco kidding?