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Vrangr posts on X about taiwan, checks, sama, dram the most. They currently have XXX followers and XX posts still getting attention that total XX engagements in the last XX hours.
Social category influence countries XXXX% technology brands XXXX% stocks XXXX% currencies XXXX%
Social topic influence taiwan #999, checks 4.55%, sama 4.55%, dram 4.55%, $googl 4.55%, $avgos 4.55%, rack 4.55%, $mrvl XXXX%
Top accounts mentioned or mentioned by @jukanlosreve @sama @insaneanalyst @networthknowing @benbajarin
Top assets mentioned Alphabet Inc Class A (GOOGL) Marvell Technology Inc (MRVL)
Top posts by engagements in the last XX hours
"(4) With Tr3 Alchip is back. It's clear from a whole host of checks up and down the ecosystem that Alchip is winning Tr3 - CoWoS orders Accton check Taiwan locals in TSMC Annapurna (AWS design team) checks etc. This is very well known in Taiwan & most US buyside already"
X Link @Arunabh85992578 2025-09-11T13:22Z XXX followers, XXX engagements
"@sama - X key hard/real-life constraints facing OAI today. Power Foundry (both front-end/back-end CoWoS) Memory (DRAM HBM NAND) & $$. My guess is that this is the order of the bottlenecks. What's your take"
X Link @Arunabh85992578 2025-10-14T08:19Z XXX followers, XX engagements
"(20) This mirrors what Google is trying to do with Mediatek to break free from $AVGO's clutches (Mediatek to do the I/O die in TPU V7e). Tr3 seems to be doing well on chip level testing but rack level testing and performance remains to be seen"
X Link @Arunabh85992578 2025-09-11T13:22Z XXX followers, XXX engagements
"Thoughts on Alchip ($3661 TT Equity). (1) This is an ASIC design company based in Taiwan. No IP no front-end capabilities. They do only back-end design which is a relatively laborious/mundane/low value add portion of ASIC design. MCap = 10.5Bn$"
X Link @Arunabh85992578 2025-09-11T13:22Z XXX followers, XXX engagements
"The whole $MRVL call is such a pump. Rare to see a CEO so brazenly talk up his stock w/o actually saying much. Felt like the whole call was to address @insane_analyst posts on Marvell.but he didn't actually say/confirm anything"
X Link @Arunabh85992578 2025-09-24T17:56Z XXX followers, 4019 engagements