@DrNHJ Avatar @DrNHJ 루팡

루팡 posts on X about ai, samsung, $mu, $nvda the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

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Social Influence

Social category influence stocks 73.53% technology brands 54.9% finance 12.75% currencies 10.78% cryptocurrencies 5.88% automotive brands 2.94% financial services 1.96% events 1.96% social networks 0.98% countries 0.98%

Social topic influence ai 36.27%, samsung #1565, $mu #44, $nvda #514, nvda #67, ceo #2823, $sndk #25, $be #13, $iren #89, $nbis #110

Top accounts mentioned or mentioned by @jonahlupton @cathiedwood @arkinvest @tesla @plutuscosmos @minnus @bitcoinbutcher1 @rwang07 @jiahanjimliu

Top assets mentioned Micron Technology, Inc. (MU) NVIDIA Corp. (NVDA) Sandisk Corporation (SNDK) Bloom Energy Corporation (BE) Iris Energy Limited (IREN) Nebius Group N.V. Class A Ordinary Shares (NBIS) Alphabet Inc Class A (GOOGL) GE Vernova Inc. (GEV) Cipher Mining Inc. Common Stock (CIFR) TeraWulf Inc. (WULF) AppLovin Corporation (APP) Lumentum Holdings Inc. Common Stock (LITE) Taiwan Semiconductor (TSM) Arista Networks Inc (ANET) Western Digital Corp (WDC) Stacks (STX) Morgan Stanley (MS) Planet Labs PBC (PL) Sei (SEI) Palantir Technologies Inc. (PLTR) Tesla, Inc. (TSLA) Vertiv Holdings Co (VRT) TransMedics Group, Inc. Common Stock (TMDX) Goldman Sachs (GS) Teradyne, Inc. (TER) Super Micro Computer, Inc. Common Stock (SMCI) Intel Corporation (INTC) Symbotic Inc. Class A Common Stock (SYM) Applied Digital Corp. (APLD)

Top Social Posts

Top posts by engagements in the last [--] hours

"OCS ENHANCE FDA $TMDX (TransMedics) OCS Heart ENHANCE (FDA) (Full and Unconditional IDE Approval) . " " . [--]. (ENHANCE Trial) [---] . Part A: OCS . Part B: (Static Cold Storage) OCS (Superiority) . [--]. : [--] (DBD) . : . : [----] [--] (DENOVO) . (TransMedics Group Inc. Nasdaq: TMDX) FDA OCS ENHANCE (IDE) . [--] OCS DENOVO [----] [--] . ENHANCE . Part A OCS . Part B OCS . [--] DBD . [---] . (Waleed Hassanein) ( CEO): " (ENHANCE) (DENOVO) FDA . [--] OCS . [----] .""
X Link 2026-02-09T13:16Z [----] followers, [----] engagements

"(KIOXIA Holding) (Overweight) JPY14000 JPY33000 $SNDK $MU Samsung SK hynix $WDC $STX [--]. [----] (JV) (SanDisk) . . (a): [--] OEM . - : [--] (Gross Margin) 66% . . (b): (Bain Capital) (Toshiba) ( ) . [--]. (Thesis) - NAND : AI DRAM (CAPEX) NAND . - : [----] (Net Cash) . https://twitter.com/i/web/status/2022162702349873638 https://twitter.com/i/web/status/2022162702349873638"
X Link 2026-02-13T04:15Z [----] followers, [----] engagements

"16: ( ) ( 23) (18) 17: [--] CDNS () 18: FOMC [--] ADI GRMN () CVNA CDE DASH FIG () 19: [--] PWR DE LMND () OPEN FIX () 20: [--] GDP [--] PCE [--] PMI [--] (20 [--] [--] ) https://twitter.com/i/web/status/2022473562150592726 https://twitter.com/i/web/status/2022473562150592726"
X Link 2026-02-14T00:50Z [----] followers, [----] engagements

"TXSpace ' ' $PL [--] [--] . [----] TXSpace . . TXSpace [--] (Planet Labs) [---] . [--] . . TXSpace . [--] . . . TXSpace 1000( 146) . . . [--] (Lock-in) . TXSpace [--] . " [--] " " " . https://www.finance-scope.com//article/view/scp202602110011 https://www.finance-scope.com//article/view/scp202602110011"
X Link 2026-02-11T00:45Z [----] followers, [---] engagements

"' ' (2/11 ) $PL 70% [--] AI 10() [-----] . 12% . [--] 268.17% . [----] . 28( 4700) [--] . [---] . . [--] . [----] [--] . . . [--] . . [---] [----] [--] (NATO) . [--] 24000( 4130) . . [--] [--] [-----] . . . (AI) . [----] 3(2025 810) . 33% [----] (7200) . 70% . [--------] [--------] . [-----] 216% . (CEO) AI . [--] [--] . . https://www.hankyung.com/article/2026021198671 https://www.hankyung.com/article/2026021198671"
X Link 2026-02-12T05:03Z [----] followers, [----] engagements

"Solaris Energy Infrastructure $SEI " " 500MW [--] (Solaris xAI "Colossus" . 1.6GW 400MW .) Solaris Energy Infra 8-K - Solaris Energy Infrastructure Inc. (SEI) [----] [--] [--] (SEC) Form 8-K . [----] [--] 12(" ") Solaris Energy Infrastructure Inc.("") Solaris Power Solutions LLC("") Hatchbo LLC ("") . Hatchbo LLC (AI) "" . AI 500(MW) ("") . [----] [--] [--] [--] (PPA) . [--] . SEI +12% lands second large data center customer w/ 10-year contract w/ "an investment grade global technology company" for [---] MW of power gen assets. (Solaris powers xAI "Colossus" site in Memphis;"
X Link 2026-02-14T03:37Z [----] followers, [---] engagements

"Nanya Technology Posts September Revenue of NT$66.64 Billion Up More Than [---] Times Year-on-Year Memory chipmaker Nanya Technology (2408) announced that its consolidated revenue for September reached NT$66.64 billion. This represented a 1.45% decline compared with the previous month but a sharp increase of 157.81% compared with the same period last year. For the first nine months of [----] cumulative revenue totaled NT$364.93 billion up 32.43% from the same period a year earlier. Industry sources noted that rising DRAM prices and strong demand for cloud and AI servers continue to benefit Nanya"
X Link 2025-10-03T09:50Z [----] followers, 17.7K engagements

"AI $PLTR $NVDA (Palantir Technologies) (Nvidia) (CenterPoint Energy) (AI) . ' (Chain Reaction)' AI . ' ' AI . . (Lowe's) AI . . TSMC . . AI (Justin Boitano) " " " (rack-scale) " . AI . AI . (Tristan Gruska) " " . https://www.reuters.com/technology/palantir-teams-with-nvidia-centerpoint-energy-software-speed-up-ai-data-center-2025-12-04/ https://www.reuters.com/technology/palantir-teams-with-nvidia-centerpoint-energy-software-speed-up-ai-data-center-2025-12-04/"
X Link 2025-12-04T11:05Z [----] followers, [---] engagements

"(Shizen Energy) $GOOGL (Alphabet Inc.) . ' (Shizen Energy Inc.)' (Kedah) 30(MW) . [----] . https://www.bloomberg.com/news/articles/2025-12-15/google-signs-solar-power-pact-in-malaysia-with-shizen-energy https://www.bloomberg.com/news/articles/2025-12-15/google-signs-solar-power-pact-in-malaysia-with-shizen-energy"
X Link 2025-12-15T03:41Z [----] followers, [----] engagements

"Oracle Strikes Back at Short Sellers with Proof of AI Orders; Expands Orders to Foxconn Wistron and Others $NVDA Amid market concerns regarding a potential bubble in Oracle's AI business the latest data submitted by Oracle to regulatory authorities reveals that the company signed approximately $150 billion (approx. [---] trillion KRW) in new data center lease contracts during the three months ending in November. (Reuters) While the market has been wary of a potential collapse in the AI bubble the latest data uploaded by the company to regulators confirms approximately $150 billion in new data"
X Link 2025-12-15T23:54Z [----] followers, [----] engagements

"CEO: [----] $MU SK Hynix Samsung AI . (Synopsys) CEO (Sassine Ghazi) AI '(tight)' [--------] . https://www.digitimes.com.tw/tech/dt/n/shwnws.aspid=0000745004_XSB1PDWULVUQVA58VVFQ1&cf=A21 https://twitter.com/i/web/status/2016053606303383719 https://www.digitimes.com.tw/tech/dt/n/shwnws.aspid=0000745004_XSB1PDWULVUQVA58VVFQ1&cf=A21 https://twitter.com/i/web/status/2016053606303383719"
X Link 2026-01-27T07:40Z [----] followers, [----] engagements

"GE Vernova [----] Q4 Q&A $GEV [--]. (Joe Ritchie Goldman Sachs): (SRA) (60GW) 83GW 100GW. . (Scott Strazik CEO): : (SRA) 1020% . . : . [----] 100GW 60% 40% . : [--------] . [--]. (Julian Mitchell Barclays): . GE (Scott Strazik CEO): : . [--] (Base load) . : . ( ) [--] . [--]. (Nigel Coe Wolfe Research): [----] 11%p . (Breakeven) [----] (Scott Strazik CEO): : . . : [----] [--] [----] . : . [--]. (Electrification) (Mark Strauss JP Morgan): . GE (Scott Strazik & Ken Parks): : (Power) (Grid) . () . : [----] [---] . 10% . Prolec "
X Link 2026-01-28T13:46Z [----] followers, [----] engagements

"(Morgan Stanley) Memory - Double Up (Samsung) [------] [------] SK(Sk hynix) [------] [-------] [--]. (Key Thesis) : [----] (Sold out) . AI : HBM4 . : (Capa) . [--]. $MU $SNDK DRAM: [--] 70100% DDR5 100% . NAND/SSD: eSSD 50% SSD [--] . : CSP( ) . [--]. -EPS : [--------] (EPS) . - : [----] (Fab) [----] . [--]. [----] . -: (2026E ) [---] [---] ( 47%) -SK:(2026E ) [---] [---] ( 75% ) - (Samsung Electronics) (2027E) : [---] [----] : [---] [----] : 49.0% SK (SK hynix) (2027E) : [---] [----] : [---] [----] : 73.9% SK P/E [--] https://twitter.com/i/web/status/2017925901590388923"
X Link 2026-02-01T11:40Z [----] followers, [----] engagements

"AI [----] '' $IREN $NBIS $BE $GEV $NVDA AI . [----] . '' (AI) () . . [----] . [---] CEO [----] '' . . : (Lead time) [--] [---] . : [----] . 60% . ' ' . 60% . : [----] [---] ( [--] ) [----] 36% . AI . : 500kV ' ' . : 220kV . : [----] 30% 50% . [----] 20% AI 35% . https://www.ctee.com.tw/news/20260202700066-430502 https://www.ctee.com.tw/news/20260202700066-430502"
X Link 2026-02-02T00:03Z [----] followers, [----] engagements

"TrendForce: [----] [--] $MU SK hynix Samsung $SNDK -(Conventional) DRAM: (Contract Price) 5560% 9095% . -NAND Flash: 3338% 5560% . -PC DRAM: [--] 2(100% ) . -Enterprise SSD: CSP [--] 5358% . TrendForce [----] [--] AI . TrendForce [--] DRAM NAND Flash . DRAM . [--]. PC DRAM: " " [----] [--] PC PC DRAM . 1(Tier-1) PC OEM . [----] [--] PC DRAM 100% . [--]. Server DRAM: " " (CSP) OEM [--] DRAM (LTA) . [--] DRAM 90% . . [--]. Mobile DRAM: " " DRAM . LPDDR4X LPDDR5X 90% . ( ) [--] . [--]. NAND Flash Enterprise SSD: " " NAND Flash . DRAM NAND DRAM (Capacity) ."
X Link 2026-02-02T12:08Z [----] followers, [---] engagements

"JP [--]. (Overweight ) (Memory) SK hynix Samsung (Financials) (Industrials)- (Holdcos) [--]. (Neutral) (Battery) (Autos) (Internet) (Commodities) - (Others - Consumer etc) [--]. (Underweight ) (Other Tech) (Healthcare) https://twitter.com/i/web/status/2018298542813786522 https://twitter.com/i/web/status/2018298542813786522"
X Link 2026-02-02T12:20Z [----] followers, [---] engagements

"(TERADYNE) $TER [----] [--] ( +19%) : [-----] (: [--] [----] ) (YoY) +44% (QoQ) +41% (Adj. EPS): $1.80 (: $1.36) : [----] (: [----] ) : [---] : [----] [----] [--] : [----] [----] (: [--] [----] ) (Adj. EPS): $1.89 $2.25 (: $1.25) [----] : [----] ( +13%) (4): $0.12 (4): [--] [----] [----] (2025/12/31 ): [--] [----] [----] (2025/12/31 ): [--] (4): [--] [----] [----] (Commentary) " [--] AI ." "2026 AI ." TERADYNE $TER Q4'25 EARNINGS HIGHLIGHTS 🔹 Revenue: $1.083B (Est. $969.33M) 🟢; +44% YoY +41% QoQ 🔹 Adj. EPS: $1.80 (Est. $1.36) 🟢 🔹 Semiconductor Test Rev: $883M (Est. $786M) 🟢 🔹 Product Test Revenue: $110M 🔹 Robotics"
X Link 2026-02-02T21:46Z [----] followers, [----] engagements

": " . " $MU SK hynix Samsung (Winbond) " " [--] [----] [--] . [--] [----] . : () . D(DRAM): [--] [--] . (Flash): D . : . : " (End-user) " . ( ): (TrendForce) [--] [--] [--] . D: 90% 95% . (NAND Flash): 55% 60% . . [---] (TWD) . [----] [----] [--] . https://www.ctee.com.tw/news/20260203700709-430501 https://www.ctee.com.tw/news/20260203700709-430501"
X Link 2026-02-03T03:13Z [----] followers, [---] engagements

"AI " $GOOGL $IREN $CIFR $WULF $NBIS $BE AI ' ' . [--]. (Intersect) : '' [--] [----] ( [--] [----] ) . : . [--]. : AI . : . / : . https://www.wsj.com/business/energy-oil/google-is-spending-big-to-build-a-lead-in-the-ai-energy-race-a8b5734a https://www.wsj.com/business/energy-oil/google-is-spending-big-to-build-a-lead-in-the-ai-energy-race-a8b5734a"
X Link 2026-02-03T11:47Z [----] followers, [----] engagements

"( $LITE) [----] [--] ( +13%) [--] EPS: $1.67 ( $0.42 $1.41 ) : [--] [----] ( +65% [--] [----] ) [--] () EPS: $2.15 $2.35 ( $1.59 ) : [--] [----] [--] [----] ( [--] [---] ) " 85% . (OCS) (CPO) ." https://twitter.com/i/web/status/2018795872902115516 https://twitter.com/i/web/status/2018795872902115516"
X Link 2026-02-03T21:16Z [----] followers, [---] engagements

"Lumentum [----] [--] IR $LITE Lumentum AI . [--]. (Q2 FY2026) (Net Revenue): [--] [----] ( 65.5% 24.7% ). GAAP : : 36.1%. : 9.7%. : [----] ( 0.89). Non-GAAP : : 42.5%. : 25.2% ( 1730bp ). : [--] [----] ( 1.67). [--]. AI . (Product Type) (: ) Components () $443.7 yoy 68.3% Systems () $221.8 yoy 60.1% (OCS): (Backlog) [--] . (CPO): [----] ( ) . [--]. Michael Hurlston CEO " 65% " . [----] [--] (Q3 FY2026) Lumentum . : [--] [----] [--] [----] ( 85% ). Non-GAAP : 30.0% 31.0%. Non-GAAP (EPS): [----] [----]. [--]. : [--] [----] [----] . Cloud Light : Cloud Light [----] . (R&D): GAAP [----] . Lumentum AI OCS CPO"
X Link 2026-02-03T21:38Z [----] followers, [---] engagements

"$SMCI [----] [--] ( +7%) (Adjusted EPS): $0.69 ( $0.49 ) (Net Sales): $126.8 ( $104.3 ) (Adjusted Gross Margin): 6.4% ( 6.52% ) (Guidance) [--] : $123 ( $102.5 ) : $400 ( $360 ) https://twitter.com/i/web/status/2018806137089585292 https://twitter.com/i/web/status/2018806137089585292"
X Link 2026-02-03T21:57Z [----] followers, [---] engagements

"CEO [----] $MU SK hynix Samsung CEO (Lip-Bu Tan) . (Intel Corp.) (CEO) [--] . (Cisco Systems Inc.) " " . CEO "2028 ( ) " . https://www.bloomberg.com/news/articles/2026-02-03/intel-ceo-says-there-s-no-relief-on-memory-shortage-until-2028taid=69823f449c5d9c0001fd5b36&utm_campaign=trueanthem&utm_content=business&utm_medium=social&utm_source=twitter https://www.bloomberg.com/news/articles/2026-02-03/intel-ceo-says-there-s-no-relief-on-memory-shortage-until-2028taid=69823f449c5d9c0001fd5b36&utm_campaign=trueanthem&utm_content=business&utm_medium=social&utm_source=twitter"
X Link 2026-02-03T21:59Z [----] followers, [----] engagements

"Lumentum $LITE Q2 [----] Q&A [--]. (OCS) Q (Simon Leopold Raymond James): OCS A (Michael Hurlston CEO): OCS . (Backlog) [--] [----] ( ) . [--] . [--] [--] . (Gross Margin) 40% . [--]. (InP) Q (Samik Chatterjee JPMorgan): InP (Fab) [--] [--] ( [--] ) A (Michael Hurlston & Wajid Ali CFO): 20% . . ( ) . [--] (Cap) . 1.6T . [--]. 1.6T Q (Ryan Koontz Needham & Co): 1.6T EML( ) (SiPho) CPO() A (Michael Hurlston & Wupen Yuen President): 1.6T 200G EML EML . CW [--] [----] . CPO 400mW . Lumentum . [--]. CPO Q (Vijay Rakesh BofA): CPO [----] A (Michael"
X Link 2026-02-04T00:43Z [----] followers, [----] engagements

"$INTC (Lip-Bu Tan) Second Annual AI Summit (26 [--] 3) AI [--]. (Memory): [----] " " . $MU SK hynix Samsung $SNDK : SK [--] [--] [----] . AI : AI GPU( ) "(Suck up)" . [--]. (Interconnect): (Optical) $LITE . (Copper) : . (Optical) : (Silicon Photonics) . . [--]. (Power): ' ' . $IREN $NBIS $BE $GEV $CIFR : AI (Regulatory Approval) . : . = : AI . [--]. (Compute): " " $NVDA $AMD . : ( [--] ) [--] [--] . : (Supply Chain) . : x86(Xeon) GPU RISC-V . [--]. (Software): 100% . : (Kubernetes) GPU . Software 2.0: . : . 6."
X Link 2026-02-04T01:52Z [----] followers, [----] engagements

"(Lumentum) '(Buy)' [---] [---] $LITE AI [----] [--] [--] AI . AI . [--] 48.89% . [--] : [--] [----] [--] [----] [--] [----] . 89% 21% . : [--] 25.2% (21.0%) . : 37.12% (P/E) [------] . . (OCS) . 20% 30% . [---] [----] (EPS) [-----] [--] . (Buy-side) [----] EPS [--] [--] . https://twitter.com/i/web/status/2019012453158486268 https://twitter.com/i/web/status/2019012453158486268"
X Link 2026-02-04T11:37Z [----] followers, [----] engagements

"Symbotic $SYM FY26 Q1 ( +12.5%) (Industrials) ( ) GAAP EPS $0.02 ( -$0.01 / ) (Revenue) $629.99M ( $622.58M ) (YoY) +29.4% FY26 Q2 (2) : : $650M $670M ( $660M / $639.46M ) EBITDA: $70M $75M"
X Link 2026-02-04T21:33Z [----] followers, [---] engagements

"1 90% - (Counterpoint) $MU Samsung SK hynix (Counterpoint Research) (AI) [----] [--] 90% . DRAM [--] NAND . : [--] 90%98% ( [--] 60%76% ). [--] 20% . PC : [--] 91%100% ( [--] 20%35% ). [--] 15%20% . (KS:005930) SK(KS:000660) (NASDAQ:MU) . [----] AI . AI AI . '(Hyperscalers)' AI [--] . ' ' . https://twitter.com/i/web/status/2019389549441687736 https://twitter.com/i/web/status/2019389549441687736"
X Link 2026-02-05T12:36Z [----] followers, [----] engagements

"$BE [--] [--] ( +9.5%) : [--] [----] (: [--] [----] ) ; +35.9% (EPS): [----] (: 0.30) : [--] ; [---] : [--] [----] Non-GAAP : 31.9% (FY Guide) : [--] [--] (: [--] [----] ) (EPS): [----] [----] (: 1.12) Non-GAAP : 32% Non-GAAP : [--] [----] [--] [----] [----] : [--] [----] ; +37.3% : [---] (Backlog): [---] [--] [---] . [----] : [--] [----] [--] : 30.8% [--] : [----] [--] Non-GAAP : [--] [----] [----] : 29.0% [----] : [----] " (Bring-your-own-power) AI ." " ." $BE Q425 EARNINGS HIGHLIGHTS 🔹 Revenue: $777.7M (Est. $640.07M) 🟢; +35.9% YoY 🔹 EPS: $0.45 (Est. $0.30) 🟢 🔹 Current Product Backlog: $6B; up 2.5x YoY 🔹 Cash Flow from Operating Activities:"
X Link 2026-02-05T21:40Z [----] followers, [---] engagements

"(Bloom Energy) [----] [--] $BE [--]. [----] ( ) [----] . : [--] (2024 37.3% ) [--] : [--] [----] ( 35.9% ) EBITDA (): [--] [----] ( ) : [--] ( ) : [--] [--] 20% . [--]. [----] ( ) [----] [----] . : [--] [--] Non-GAAP : 32% Non-GAAP : [--] [----] [--] [----] : [--] (CapEx): [--] [----] [--] [--]. (Backlog) . - : 140% [--] . - : [---] 100% . -AI : [--] [--] [--] . " (Bring your own power)" . - : 80% 80% . ' ' ' ' . [--]. : 800V DC () K.R. (K.R. Sridhar) CEO AI . - 800V DC : AI 800V DC . ( AC DC ) 800V DC . - : 800V DC 800V DC . - : AI (Load following) . [--]. ' ' ' ' . - (Asset-light) : . (ROI) "
X Link 2026-02-05T23:32Z [----] followers, [---] engagements

"(Bloom Energy) [----] [--] Q&A $BE : (Follow-on) . : (C&I) [--] [--] . . . (Oracle) . . : : . . . . 1GW 2GW . RBC : 800V DC() (K.R. ): 800V DC . . [--] . 800V DC . . 'AI ' . RBC : R&D : '(App)' . AI ' (Rapid load following)' . AI . . . UBS : : (On-site) . 20% . (HFC) . . : . : (MW) (GW) . AI (ms) . . 800V DC . . : : [--] [--] 20% . [--] AI ' ' . . . : MTAR [----] (CAGR) 30% . ): [----] . [--] . . "
X Link 2026-02-05T23:47Z [----] followers, [---] engagements

": "AI " $NVDA (Nvidia) (Wistron) (Simon Lin) (AI) [----] AI . "AI " . (Jeff Lin) CEO . [--] [----] AI . [--] . https://www.reuters.com/world/asia-pacific/ai-is-not-bubble-senior-executive-nvidia-supplier-wistron-says-2026-02-06/utm_source=chatgpt.com https://www.reuters.com/world/asia-pacific/ai-is-not-bubble-senior-executive-nvidia-supplier-wistron-says-2026-02-06/utm_source=chatgpt.com"
X Link 2026-02-06T12:44Z [----] followers, [---] engagements

"1 ' ' $MU SK hynix Samsung (Macronix) (Winbond) [----] [--] . ' ' . AI (Niche) DRAM NOR Flash . https://www.digitimes.com.tw/tech/dt/n/shwnws.aspCnlID=1&Cat=40&id=0000746167_7E006G5M71U8WS6988UXX https://www.digitimes.com.tw/tech/dt/n/shwnws.aspCnlID=1&Cat=40&id=0000746167_7E006G5M71U8WS6988UXX"
X Link 2026-02-06T13:10Z [----] followers, [----] engagements

"NVIDIA CEO Jensen Huang interview CNBC $NVDA $IREN $NBIS $CIFR $WULF $APLD $BE $GEV AI infrastructure buildout: Why now The hundreds of billions of dollars that hyperscalers (Amazon Meta Google etc.) are pouring in right now should not be viewed as mere spending. It should be seen as excavation work to dig the biggest gold mine in history. [--]. AI paradigm shift (Inflection Point) From curiosity to utility: Over the past year AI has reduced hallucinations and become a highly useful being with reasoning research and tool-use capabilities. From tool to user: In the past software (like Excel) was"
X Link 2026-02-06T21:17Z [----] followers, [----] engagements

"SemiAnalysis) : [--] $MU SK hynix Samsung SemiAnalysis [----] . . . [--]. DRAM : DRAM [--] [--] . [--] DRAM [--] . [--] [---] . ( ): DRAM (1T1C) . 100:1 . . : '' . . ( ) () . [--]. : DRAM . . : DRAM (Fab) . . : (: 1c ) 70% . . : [----] PC [--] . [----] SK [--] . [--]. [----] Windows PC : (GUI) PC DRAM 12MB 48MB [--] . 50% . [----] 60% . [----] : / . DRAM (GB) GB . LPDDR . 2017-2018 : DRAM . [----] . (COVID-19) : PC . ' ( )' . . [--]. AI : . AI HBM( ) DRAM DRAM . : . . "
X Link 2026-02-06T23:14Z [----] followers, [----] engagements

"9: PGY () ONSEMI AMKR OPEN () 10: [--] DDOG AZN () ALAB LYFT UPST NET () 11: [---] [--] [--] CPIPPI GFS () ALB CISCO CFLT () 12: [--] BN CROX BIRK AEP () AMAT PINS ANET RIVN () 13: [--] CPI () https://twitter.com/i/web/status/2019919549232243085 https://twitter.com/i/web/status/2019919549232243085"
X Link 2026-02-06T23:42Z [----] followers, [---] engagements

"2025 25.6% [----] $NVDA $MU $SNDK SK hynix Samsung : [----] [--] [--] : (SIA) (SIA) [----] [----] . [----] [----] 25.6% . [----] [--] : [----] ( 37.1% 13.6% ) [----] [--] : [---] (11 2.7% ) [----] : [--] SIA (John Neuffer) " AI IoT 6G " . https://twitter.com/i/web/status/2019948748479267262 https://twitter.com/i/web/status/2019948748479267262"
X Link 2026-02-07T01:38Z [----] followers, [---] engagements

"SK HBM4 $MU SK hynix Samsung SK [--] (HBM) HBM4 . HBM4 HBM . [--] HBM HBM 0% . SK 70% 30% HBM4 . (CPU) [--] (GPU) [--] . [--] [--] [--] GPU [--] [--] . VR200 NVL72 . (AI) HBM4 . SK HBM4 . HBM4 LPDDR5X . ' CPU LPDDR5X . . [----] [--] VR200 NVL72 13TB/s [--] 20.5TB/s . CES [----] 22TB/s . 70% . . SK HBM4 . https://www.fnnews.com/news/202602071117078126 https://www.fnnews.com/news/202602071117078126"
X Link 2026-02-07T09:29Z [----] followers, [----] engagements

"Id already thought there was a fairly high chance Anthropic could move toward major infrastructure deals and if they successfully close the fundraising next week as Bloomberg reported it seems plausible they could pursue infrastructure contracts more aggressivelyusing structures like prepayments commitments and backstops. $IREN 🚀 https://www.bloomberg.com/news/articles/2026-02-07/anthropic-s-more-than-20-billion-funding-to-close-as-soon-as-next-week https://www.bloomberg.com/news/articles/2026-02-07/anthropic-s-more-than-20-billion-funding-to-close-as-soon-as-next-week"
X Link 2026-02-07T14:04Z [----] followers, [----] engagements

"(Winbond) [--] DRAM 50% . $MU Samsung SK hynix (Winbond) [----] . [--] [--] (IR) (Powertech) . [--] DRAM (Contract Price) 50% DDR4 LPDDR4 . " " . PC ' ' [--] (ODM) . " ODM (CM) . ' ' " ' ' . (Down-spec) . 16Gb 8Gb 8Gb 4Gb 2Gb . DDR4 DDR3 . "DDR4 ( ) " . . DRAM [--] (Flash) DRAM . (Visibility) [----] . LPDDR4 . LPDDR4 DDR3 (IoT) . DDR3 (ASP) . LPDDR4 . DRAM NOR . SLC (NAND) . (Powertech) " (Cube) HBM " . (Walton Advanced Engineering) 3D ."
X Link 2026-02-08T03:05Z [----] followers, [----] engagements

"''HBM4 $NVDA SK hynix GPU HBM4 SK 'AI' SK (CEO) . [--] (HBM4) (AI) . 8() [--] [--] CEO . CEO . [--] . (HBM) ( D ) . AI SK HBM AI . AI AI() . AI . SK HBM4 AI ' ' AI HBM4 SK 55% SK (CEO) . [----] [--] . TSMC (AI) [--] . [--] . SK [--] (HBM4) SK AI (eSSD) AI . SK [--] SK (CEO) SK . AI HBM . AI 288(GB) HBM4 . HBM (4) TSMC ( 23) [--] HBM (2025 [--] ) SK . SK HBM4 ''HBM4 HBM SK HBM3E [--] . [--] HBM3E [--] HBM4 . HBM4 11.7(Gb) ( 1011Gb) . SK HBM4 55% . SK HBM4 4(1=10 1m) ( ) [--] 6(1c) D (12 1b D) . CEO "
X Link 2026-02-09T08:54Z [----] followers, [----] engagements

"(TeraWulf $WULF) (Overweight) $37 " (Track record) . (Base case) ' (Bitcoin-to-DC)' ' (REIT endgame)' . (watt) $8 ( $10) . $18 (HUT) . [------] ( 250MW500MW) 250MW 50% . (Bull case) 75% 500MW ." https://twitter.com/i/web/status/2020788095831142896 https://twitter.com/i/web/status/2020788095831142896"
X Link 2026-02-09T09:13Z [----] followers, [---] engagements

"1GW $GOOGL (TotalEnergies) (AI) (Google) . : 1(GW) (15 28(TWh) ). : [--]. : [----] [--] . : (PPA) . AI : . : . ERCOT : (ERCOT) . : 50% (Clearway) . " ." (Will Conkling) https://www.reuters.com/business/energy/totalenergies-provide-solar-power-googles-texas-data-centres-2026-02-09/ https://www.reuters.com/business/energy/totalenergies-provide-solar-power-googles-texas-data-centres-2026-02-09/"
X Link 2026-02-09T12:48Z [----] followers, [---] engagements

""ChatGPT " OpenAI [----] $NVDA AI(OpenAI) CEO ChatGPT 10% [----] ( [---] ) . [--]. : ChatGPT 10% . : ChatGPT (WAU) [--] . : AI ChatGPT . (Codex) : (Anthropic) ' ' AI 'Codex' 50% . GPT-5.3-Codex (Mac) . [--]. ChatGPT : () ChatGPT . . : AI . : AI "" . [--]. [----] '' : AI [----] . : (Amazon): [---] . (SoftBank): [---] [---] . (Microsoft) (Nvidia): . : CFO . https://www.cnbc.com/2026/02/09/sam-altman-touts-chatgpt-growth-as-openai-nears-100-billion-funding.html"
X Link 2026-02-09T13:20Z [----] followers, [---] engagements

") [----] : $MU SK hynix Samsung - : [----] [----] . - : [----] . - : [--] . AI - : AI '' '' . . - : DRAM . - (Vera Rubin) : SSD(Enterprise SSD) QLC SSD . - : (CSP) . ' . vs : : 7080% (Legacy) AI 2030% . . : (Output) . (ASP) . TrendForceAI2026551621872 https://t.co/fJC0fmRwL2 TrendForceAI2026551621872 https://t.co/fJC0fmRwL2"
X Link 2026-02-09T14:00Z [----] followers, [----] engagements

"TD ( $MU) : [---] TD ( $MU) [----] (EPS) [--] (Bull Case) [--] . [---] . DRAM (Tightness) . TD [--] (P/E) [--] (Re-rating) "
X Link 2026-02-09T14:26Z [----] followers, [----] engagements

"10 $WULF $IREN $NBIS $CIFR $HUT $NVDA $GOOGL (Anthropic) ' ' . IT (The Information) 10(GW) AI . (Google) . (TPU) . [--] . AI(OpenAI) [--] [---] [--] [----] ( [---] ) . [----] AI [----] . [--] (Fluidstack) [---] . (IPO) AI . https://www.theinformation.com/newsletters/ai-infrastructure/anthropics-data-center-ambition-ex-google-execs-make-happen https://www.theinformation.com/newsletters/ai-infrastructure/anthropics-data-center-ambition-ex-google-execs-make-happen"
X Link 2026-02-09T22:59Z [----] followers, [----] engagements

"$NVDA $TSM TSMC AI . (carve-outs) TSMC . AI . - : 15% [----] . : [---] . [---] . : TSMC TSMC . . "TSMC " . ( AMD ) 25% " " . https://www.ft.com/content/e6f7f69a-2552-45f5-ae4c-6f1135e5cde1 https://www.ft.com/content/e6f7f69a-2552-45f5-ae4c-6f1135e5cde1"
X Link 2026-02-09T23:52Z [----] followers, [----] engagements

"SK HBM4 $NVDA 1b D 11.7bp 60% [--] SK(000660) (AI) [--] (HBM4) . SK HBM4 [--] . [--] SK HBM4 [--] . [--] HBM4 SK (PO) . . SK HBM4 . SK HBM4 11.7(Gb) (11Gbps) . 6(1c) D 1b D SK . SK 1b D HBM4 . HBM4 SK . SK [----] HBM3 HBM3E 70% . SK HBM4 60% . SK HBM4 HBM4 [--] [--] HBM4E . (IT) CES [----] SK HBM4 [--] . M15X . SK [--] HBM3E HBM4 [--] HBM4E 10(10 1m) 6(1c) D . SK (CEO) 5() [--] () . CEO HBM4 [--] HBM4E HBM(cHBM) ( D ) . https://n.news.naver.com/mnews/article/011/0004588714rc=N&ntype=RANKING&sid=001"
X Link 2026-02-10T01:26Z [----] followers, [----] engagements

"TSMC [----] [--] $TSM $NVDA mom+19.8% yoy +36.8% [----] [----] (NT$) [----] [--] 19.8% [----] [--] 36.8% . https://twitter.com/i/web/status/2021103130688225548 https://twitter.com/i/web/status/2021103130688225548"
X Link 2026-02-10T06:05Z [----] followers, [---] engagements

"TSMC [--] 37% . AI $TSM $NVDA TSMC(Taiwan Semiconductor Manufacturing Co.) [--] . AI . (Nvidia Corp.) TSMC [--] 37% [----] ( [---] ) . TSMC 30% . (2025) [--] ( ) . https://www.bloomberg.com/news/articles/2026-02-10/tsmc-revenue-jumps-37-in-january-while-ai-spending-marches-on https://www.bloomberg.com/news/articles/2026-02-10/tsmc-revenue-jumps-37-in-january-while-ai-spending-marches-on"
X Link 2026-02-10T06:08Z [----] followers, [---] engagements

"(Palantir $PLTR) '(Neutral)' '(Buy)' [---] AI"
X Link 2026-02-10T12:33Z [----] followers, [---] engagements

"' (Equalweight)' [---] $TSLA " 100GW . (Vertical Integration) . (Tesla Solar) [----] ( 40) [------] ( 614) . (: ) . .""
X Link 2026-02-10T12:36Z [----] followers, [---] engagements

"2026 [--] MSCI (MSCI Global Small Cap Indexes) MSCI ( 11) (APRILBIO) (CLOBOT) (COWAY) (DAEHAN SHIPBUILDING) (DOOSAN BOBCAT) HJ (HJ SHIPBUILDING & CONST) (ILDONG PHARMA (NEW)) (L&C BIO) LG (LG H&H) (ORUM THERAPEUTICS) (PSK) MSCI ( 6) (HANA TOUR SERVICE) (HYUNDAI AUTOEVER) (HYUNDAI ENGR. & CONSTR.) (SOLUM) (VT CO) (YOULCHON CHEMICAL CO) [----] [--] - MSCI (MSCI KOREA INDEX) MSCI (Additions) (HYUNDAI ENGR. & CONSTR.) (SAMSUNG EPIS HOLDINGS CO) MSCI (Deletions) (COWAY) (DOOSAN BOBCAT) LG (LG H&H) https://twitter.com/i/web/status/2021358041661309154"
X Link 2026-02-10T22:58Z [----] followers, [---] engagements

"/ : HBM4 $MU HBM4 - SemiAnalysis HBM4 0% - [----] [--] HBM4 HBM4 - HBM [----] HBM4 1% - HBM4 - [----] DRAM NAND ASP - [----] [--] DRAM HBM - HBM DRAM ASP [----] [----] DRAM - HBM HBM [----] DRAM 9% 11% DRAM 8% - - HBM4 SK Capa - [----] HBM4 [----] - - HBM [----] [----] - - DRAM ASP : : https://t.me/KISemicon https://vo.la/mqmQ1Lx https://vo.la/ftqYT3T https://t.me/KISemicon https://vo.la/mqmQ1Lx https://vo.la/ftqYT3T"
X Link 2026-02-10T23:50Z [----] followers, [---] engagements

"OpenAISK [--] $NVDA Samsung SK hynix (2 11) OpenAI SK [--] . : [----] [--] : OpenAI SK( SK()) : OpenAI (JV) . 20(MW) [--] . : [--] OpenAI . https://www.reuters.com/world/asia-pacific/openai-samsung-sk-set-start-building-data-centres-korea-march-minister-says-2026-02-11/ https://www.reuters.com/world/asia-pacific/openai-samsung-sk-set-start-building-data-centres-korea-march-minister-says-2026-02-11/"
X Link 2026-02-11T01:59Z [----] followers, [----] engagements

"SMIC CEO: HBM PC [--] . $MU SK hynix Samsung [--]. HBM AI : " " HBM : AI (HBM) . : HBM () ( ) . : AI '' [--] [--] . [--]. PC : "3 " : AI . : [----] [--] . : [--] ( ) . [--]. : ' ' ( CIS MCU ) . ( 85%) : BCD( ) . (CIS LCD ) . [--]. : " " [----] : 30% . CEO "2026 () " . https://finance.sina.com.cn/roll/2026-02-11/doc-inhmmfcp7806151.shtml https://finance.sina.com.cn/roll/2026-02-11/doc-inhmmfcp7806151.shtml"
X Link 2026-02-11T04:26Z [----] followers, [----] engagements

"(ByteDance) AI Samsung (TikTok) (Nvidia) AI . : . (HBM * . : [--] AI [--] . ( : [--] ) : [----] AI [----] ( [---] ) (H200 ) . $NVDA : '(SeedChip)' . https://www.reuters.com/world/asia-pacific/bytedance-developing-ai-chip-manufacturing-talks-with-samsung-sources-say-2026-02-11/ https://www.reuters.com/world/asia-pacific/bytedance-developing-ai-chip-manufacturing-talks-with-samsung-sources-say-2026-02-11/"
X Link 2026-02-11T05:14Z [----] followers, [----] engagements

"" [----] " $MU Samsung SK hynix (AI) . (CTO) (Semicon) HBM4 " " . https://www.reuters.com/world/asia-pacific/memory-chip-demand-will-be-strong-this-year-into-2027-samsung-elec-executive-2026-02-11/taid=698c1b0f9e18fb000128ef88&utm_campaign=trueAnthem:+Trending+Content&utm_medium=trueAnthem&utm_source=twitter https://www.reuters.com/world/asia-pacific/memory-chip-demand-will-be-strong-this-year-into-2027-samsung-elec-executive-2026-02-11/taid=698c1b0f9e18fb000128ef88&utm_campaign=trueAnthem:+Trending+Content&utm_medium=trueAnthem&utm_source=twitter"
X Link 2026-02-11T06:48Z [----] followers, [---] engagements

"$GEV $BE $WULF $CIFR $IREN $NBIS (Siemens Energy AG) . [--] 1/3 [---] ( [---] ) . . https://www.bloomberg.com/news/articles/2026-02-11/siemens-energy-books-record-gas-turbine-orders-on-power-boomtaid=698c1f3db4aec00001b88824&utm_campaign=trueanthem&utm_content=business&utm_medium=social&utm_source=twitter https://www.bloomberg.com/news/articles/2026-02-11/siemens-energy-books-record-gas-turbine-orders-on-power-boomtaid=698c1f3db4aec00001b88824&utm_campaign=trueanthem&utm_content=business&utm_medium=social&utm_source=twitter"
X Link 2026-02-11T07:35Z [----] followers, [----] engagements

"1 Samsung SK hynix (MoM): +52% (YoY): +143% Taiwan January Memory Imports from Korea: +52% MoM +143% YoY https://t.co/XHD5xY3PPW Taiwan January Memory Imports from Korea: +52% MoM +143% YoY https://t.co/XHD5xY3PPW"
X Link 2026-02-11T21:31Z [----] followers, [---] engagements

"$APP [----] [--] : [--] [----] ( 66% ) [----] [--] EBITDA: [--] [----] ( 82% ) [----] [--] . (Gaming Business) [----] [--] . [----] [--] (3 [----] ) EBITDA(6200 ) [----] [--] . [----] [--] : [--] [----] ( 53.1% ) [----] [--] EBITDA : [--] [----] ( 58.5% ) [----] [--] $APP [----] (CY2026) [--] EBITDA . $APP [----] EV/EBITDA [--] . Another very strong earnings print by $APP. [----] Q4 revs of $1.658B up 66% YoY [----] Q4 ebitda of $1.399B up 82% YoY I think the confusion is around [----] Q1 guidance because if you look at [----] Q1 numbers it included the gaming business which they sold off last year. If you Another very strong earnings print by"
X Link 2026-02-11T21:55Z [----] followers, [----] engagements

"CMTX " 50% . " $MU Micron " " (CMTX) [--] . CMTX [--] [----] . . CMTX CMTX . . CTMX . CMTX " 50% " " CMTX " . () () . CMTX " " " " . " " . . CMTX . CMTX " " . CMTX [--] . [--] . . https://www.thelec.kr/news/articleView.htmlidxno=52349 https://www.thelec.kr/news/articleView.htmlidxno=52349"
X Link 2026-02-11T23:26Z [----] followers, [---] engagements

"AppLovin [----] [--] Q&A $APP [--] ( Benjamin Black): (Self-service) (Adam Foroughi): [--] (GA) . . ' ' . . [--] ( Benjamin Black): (Creative) (Adam Foroughi): . . [---] AI . . [--] ( Jason Bazinet): '' . (Adam Foroughi): LTV:CAC( ) [--] . . 57% . . [--] ( Omar Dissouki): [--] AI AppLovin (Adam Foroughi): AI . '(Discovery)' . . . [--] ( Bernie McTernan): (Adam Foroughi): (GMV) . . ' (Lead gen)' . [--] ( Matthew Kost): (Meta) MAX (Adam Foroughi): MAX . . 5% . MAX [---] . [--] ( James"
X Link 2026-02-11T23:43Z [----] followers, [---] engagements

""AI AIAI " $GOOGL AI . (AI) (OS) AI . [--] [----] [--] . https://n.news.naver.com/mnews/article/003/0013765729rc=N&ntype=RANKING&sid=001 https://n.news.naver.com/mnews/article/003/0013765729rc=N&ntype=RANKING&sid=001"
X Link 2026-02-12T00:25Z [----] followers, [---] engagements

"(KIOXIA) [--] [--] $SNDK $MU Samsung SK hynix [--] : [----] ( [----] ); +20% : [----] ( [----] ; [----] ) (GPM): 40% ((JV) ) [--] () (): [----] ( [----] ) (): [----] ( [----] ) : [----] ( [----] ) [--] (Sales Mix) SSD : [----] ( +7.8% ) : [----] ( +59.1% ) : / 60% PC 40% ( ) (ASP): 10% (Bit Growth): 5% (Mid-single-digit) KIOXIA Q3 EARNINGS HIGHLIGHTS 🔹 Revenue: 543B (Est. 541B) 🟢 ; +20% YoY 🔹 Adj. Oper Profit: 144.7B (Est. 147B; saw $120B) 🟡 🔹 Adj. Gross Margin: 40% excluding JV-related items Q4 Guide: 🔹 Revenue (midpoint): 890B (Est. 648.2B) 🟢 🔹 Adj. Net Income (midpoint): 340B https://t.co/tu3yrpFPQg KIOXIA Q3"
X Link 2026-02-12T08:57Z [----] followers, [----] engagements

"NVIDIA GTC [----] - Sponsors Elite NEBIUS () $NBIS AWS (Amazon Web Services) $AMZN Google Cloud ( ) $GOOGL Microsoft Azure ( ) $MSFT CoreWeave () $CRWV Dell Technologies ( ) $DELL HPE (Hewlett Packard Enterprise) ORACLE () $ORCL https://twitter.com/i/web/status/2013846916891844894 https://twitter.com/i/web/status/2013846916891844894"
X Link 2026-01-21T05:31Z [----] followers, [----] engagements

"B.Riley Harrow Health( $HROW) '(Buy)' $74 [--]. VEVYE " VEVYE . [----] [--] (NRx) (TRx) 23% 6% . [----] [--] [--] CVS Caremark ' 1(Tier 1) ' ( Xiidra ) . NRx TRx CVS Caremark Xiidra VEVYE ." [--]. (Miebo) "2025 [--] NRx/TRx 11%/16% . VEVYE 4Q25/1Q26 [----] /3900 . ( [----] /3300 ) VAFA( ) (ASP) . Bausch + Lomb(BLCO) Miebo VEVYE TRx [----] [--] Miebo 50% 58% . Harrow Health (DTC) ." [--]. IHEEZO TRIESENCE IHEEZO: [--] . [--] 4Q25/1Q26 [----] /1000 . TRIESENCE: [----] [--] . [----] '(pass-through)' . [--]. " [--] [----] [--] [--] [----] . VEVYE .""
X Link 2026-02-04T12:43Z [----] followers, [---] engagements

"ELF Beauty $ELF [---] [--] ( +14%) : [--] [----] ( [--] [----] ); +38% (Adj. EPS): $1.24 ( $0.70 ) (Gross Margin): 71% ( [--] bps ) [----] ( ) : [--] [--] [----] ( [--] [----] ) (Adj. EPS): $3.05 $3.10 ( $2.87 ) EBITDA: [--] [----] [--] [----] : [--] [----] [--] [----] : 23% : [----] [--] EBITDA: [--] [----] ( 25%); +79% (e.l.f. Cosmetics): +130 bps : [--] [----] : [--] [----] (Commentary) " [--] [--] ." " ." " [----] ." $ELF Beauty Q326 Earnings Highlights 🔹 Revenue: $489.5M (Est. $455.82M) 🟢; +38% YoY 🔹 Adj. EPS: $1.24 (Est. $0.70) 🟢 🔹 Gross Margin: 71%; down [--] bps YoY FY Guide (Raised): 🔹 Revenue: $1.600B$1.612B (Est. $1.57B)"
X Link 2026-02-04T21:28Z [----] followers, [---] engagements

"(Infineon): [----] [--] [--] (AI) IC . (Fab capacity) . . . . . IC . [----] [--] [--] . [--] [--] (backlog) . . . . . (Andreas Urschitz) (CMO) Infineon Infineon https://t.co/BOoIdTPk8x Infineon Infineon https://t.co/BOoIdTPk8x"
X Link 2026-02-05T07:01Z [----] followers, [----] engagements

"PJM [--] $BE $GEV $IREN $NBIS $CIFR $WULF PJM [--] 60(GW) . PJM " " . : 60GW [--] PJM 6.5GW . 1(GW) [--] [--] . : PJM [----] . . PJM [--] [--] . AI (AI) . . PJM . : PJM . : PJM (Rebecca Carroll) 60GW [----] ( [---] ) . [---] . PJM [--] [--] . "PJM " . [--] [--] () . https://twitter.com/i/web/status/2020064974769647841 https://twitter.com/i/web/status/2020064974769647841"
X Link 2026-02-07T09:19Z [----] followers, [----] engagements

"3 $BE $GEV $IREN $NBIS 'AI + ' HD [--] 3(LSHD) . (AI) . [--] [--] [--] [---] [--] [----] . . [--] [----] [----] . 21.9% 106% . [--] [--] [----] (7813) . (HVDC) . [--] . ( ) [--] [----] [--] [---]. NH " " " 20.8% " . https://zdnet.co.kr/view/no=20260206190629 https://zdnet.co.kr/view/no=20260206190629"
X Link 2026-02-07T09:41Z [----] followers, [----] engagements

"$BE (Overweight) [---] [---] " . [----] [--] (Earnings Beat) [---] . [----] 50% ." https://twitter.com/i/web/status/2020483065068564686 https://twitter.com/i/web/status/2020483065068564686"
X Link 2026-02-08T13:01Z [----] followers, [----] engagements

"(Cipher Mining $CIFR) ' (Overweight)' $38 [--]. ' ' . : . : . [--]. "(REIT) " (Equinix) (Digital Realty) (REITs) . : [--] EV/FY1 EBITDA . . : '' . [--]. [--] : (Black Pearl Compute LLC) [----] 6.125% . (Wink) ($2 3250) . : (Lee Bratcher) (Drew Armstrong) . : . https://twitter.com/i/web/status/2020788225544266014 https://twitter.com/i/web/status/2020788225544266014"
X Link 2026-02-09T09:13Z [----] followers, [----] engagements

"MWC - NVIDIA $NVDA : [----] [--] [--] [--] (MWC Barcelona: (Mobile World Congress)) MWC26- AI : AI (The AI Value Equation) AI : 5G AI (Sovereign AI): AI (Autonomous Networks) Join us at #MWC26 for insights into the next era of AI for telecom. Learn about: ➡ Strategy: The AI Value Equation ➡ AI-Native Networks: 5G Revenue ➡ Sovereign AI ➡ Autonomous Networks Explore sessions: https://t.co/Glh3beqdEW https://t.co/6d47Y1OHej Join us at #MWC26 for insights into the next era of AI for telecom. Learn about: ➡ Strategy: The AI Value Equation ➡ AI-Native Networks: 5G Revenue ➡ Sovereign AI ➡"
X Link 2026-02-09T14:05Z [----] followers, [---] engagements

"Needham Credo Technology $CRDO '(Buy)' [---] "CRDO [----] 3(F3Q26) 4(F4Q26) [----] (FY27) . F3Q26 [--] [---] ($406MM) [--] [----] . CRDO F4Q26 FY27 (MSD %) . [----] (FY26) 200% . [----] [----] [--] [--] [--] [----] ($1.92BN) [--] ($2.30BN) . CRDO [----] (Top Pick) AEC(Active Electrical Cable) AEC . [--] (Terminal P/E multiple) 11% DCF() [--] [---] ." https://twitter.com/i/web/status/2021199396306817080 https://twitter.com/i/web/status/2021199396306817080"
X Link 2026-02-10T12:27Z [----] followers, [---] engagements

"Evercore ISI Evommune Inc( $EVMN) [--] [--] Outperform EVMN IL-18 2a(Phase 2a) (AD) . (pbo) [--] EASI 33% (separation) IGA 0/1 23% (benefit) . (POS) 50% [--] . IL-18 . IBD( ) IL-18 . https://twitter.com/i/web/status/2021370676658176434 https://twitter.com/i/web/status/2021370676658176434"
X Link 2026-02-10T23:48Z [----] followers, [---] engagements

"$VRT [----] [--] ( +15%) : [----] ( [----] ) +23% (EPS): [----] ( 1.30) (Backlog): [---] ; +109% (Organic Orders): +252%; (book-to-bill) [---] : [---] ; +151% (FY Guide) : [-----] [-----] ( [-----] ) (Adj. EPS): [----] [----] ( 5.33) (Diluted EPS): [----] [----] : [--] [--] [--] (Q1 Guide) : [--] [--] ( [----] ) (Adj. EPS): [----] [----] ( 0.96) : 18.5% 19.5% (Financials) : 23.2%; +170 bps : [-----] ; +136% : [--] ; [---] " [--] (Vertiv) ." $VRT Q425 EARNINGS HIGHLIGHTS 🔹 Revenue: $2.88B (Est. $2.89B) 🟡; +23% YoY 🔹 EPS: $1.14 (Est. $1.30) 🟡 🔹 Backlog: $15.0B; +109% YoY 🔹 Organic Orders: +252% YoY; book-to-bill 2.9x 🔹 Adj."
X Link 2026-02-11T11:07Z [----] followers, [---] engagements

"Applovin $APP [----] [--] : [--] [----] (: [--] [----] ) ; +66% (EPS): [----] (: 2.96) EBITDA: [--] [----] (: [--] ) ; +82% [----] [--] : [--] [----] [--] [----] (: [--] ) EBITDA: [--] [----] [--] [----] (: [--] ) EBITDA : 84% : [--] [---] ( +84%) (FCF): [--] [----] (Revenue) [----] 4: [--] [----] 66% . [----] : [--] [----] 70% . (Profitability) (Net Income from Continuing Operations): 4: [--] ( 85% ) 66% . : [--] [----] ( 116% ) 63% . EBITDA (Adjusted EBITDA): 4: [--] ( 82% ) 84% . : [--] [----] ( 87% ) 82% . (Cash Flow) : [----] [--] [----] 2024(20 [----] ) [--] .+1 : [----] [--] [----] . (2025 [--] [--] ) : [--] [----] . : [--] [----] . : [--] [----] . : [--] 3800"
X Link 2026-02-11T21:29Z [----] followers, [---] engagements

"@JonahLupton $APP AppLovin is pulling a repeat of last year. Strong earnings AH dump then a moon mission at the open. 🚀"
X Link 2026-02-11T21:51Z [----] followers, [----] engagements

"AppLovin [----] [--] $APP [--]. : AppLovin [----] . : [--] [--] [----] 66% [--] [----] (+70% YoY) . : [--] EBITDA [--] 84% . incremental revenue( ) 95% . Rule of [--] : [--] 'Rule of 40' [---] . : [--] [--] [----] (FCF) [--] [----] . [--]. AI : " " AI CEO . (MAX ) AppLovin (Bid Density) . AppLovin MAX 5% . . AI AI . '(Discovery)' AppLovin AI (Axon) . [--]. : ( ) . : [--] LTV:CAC( ) . AI : ' ' AI . . : AppLovin [---] [----] [----] . [--]. [----] [--] [--] AppLovin . : [----] [--] [--] [----] [--] [----] EBITDA 84% . Axon [---] : AI . . : ' ' ."
X Link 2026-02-11T23:39Z [----] followers, [---] engagements

"JP $VRT [---] 305"
X Link 2026-02-12T04:01Z [----] followers, [---] engagements

"26 [--] 89% Kioxia $SNDK $MU Samsung SK hynix [--] [----] [--] () 6789% [--------] . (AI) . (QUICK [----] ) . https://www.nikkei.com/article/DGXZQOUB120ZR0S6A210C2000000/n_cid=dsapp_share_ios https://www.nikkei.com/article/DGXZQOUB120ZR0S6A210C2000000/n_cid=dsapp_share_ios"
X Link 2026-02-12T07:14Z [----] followers, [----] engagements

"$SNDK +7.7% $MU +3.5% [--] [--] 89% Kioxia $SNDK $MU Samsung SK hynix [--] [----] [--] () 6789% [--------] . (AI) [--] [--] 89% Kioxia $SNDK $MU Samsung SK hynix [--] [----] [--] () 6789% [--------] . (AI)"
X Link 2026-02-12T07:17Z [----] followers, [----] engagements

"Arista Networks ( $ANET) Q4 [----] ( +15%) (EPS): $0.82 ( $0.76) : $2.49B ( $2.39B) : 47.5% ( +0.5pt) (Gross Margin): 62.9% ( -0.9pt) : $1.047B ( +23.3%) : (YoY) +28.9% / (QoQ) +7.8% [--] : $9.01B ( +28.6%) : $3.51B ( +23.1%) [--] [--] : $2.6B ( $2.46B) Non-GAAP (Gross Margin): 6263% (: 63.1%) Non-GAAP (Operating Margin): 46% (: 46.5%) - AI R4 : AI . Arista AVA: ' AI(Agentic AI)' . : (Ruggedized) . - VeloCloud : (Broadcom) VeloCloud SD-WAN / . ESUN : OCP ESUN(Ethernet for Scale-Up Networks) . : [----] ' ' . CEO (Jayshree Ullal): "2025 Arista [---] . [---] AI [--] .""
X Link 2026-02-12T23:26Z [----] followers, [---] engagements

"Arista Networks $ANET Q4 [----] Q&A [--]. (10% ) Q (Morgan Stanley): [----] 10% [--] Jayshree Ullal (CEO): . ' (Acceptance) ' . . . Q (JPMorgan): [--] 30% 25%. Jayshree Ullal (CEO): '' . (CapEx) . GPU . $90 25% . [--]. Q (UBS/Raymond James): $MU $SNDK SK hynix Samsung Jayshree Ullal (CEO): '(Horrendous)' . [----] [----] . (SKU) . [--] . Chantelle Breithaupt (CFO): (GM) 6264% . . [--]. AI (Ethernet vs InfiniBand AMD ) Q (Wells Fargo/BNP Paribas): Scale-up AI(Agentic AI) Jayshree Ullal (CEO): [--] AI [--] . GPU . Scale-up (ESUN) [----] 1.6T . Kenneth"
X Link 2026-02-12T23:33Z [----] followers, [----] engagements

"Arista Networks $ANET Q4 [----] Q&A $MU $SNDK $WDC $STX Samsung SK hynix Q (UBS/Raymond James): Jayshree Ullal (CEO): '(Horrendous)' . [----] [----] . (SKU) . [--] . Chantelle Breithaupt (CFO): (GM) 6264% . . Arista Networks $ANET Q4 [----] Q&A [--]. (10% ) Q (Morgan Stanley): [----] 10% [--] Jayshree Ullal (CEO): Arista Networks $ANET Q4 [----] Q&A [--]. (10% ) Q (Morgan Stanley): [----] 10% [--] Jayshree Ullal (CEO):"
X Link 2026-02-12T23:38Z [----] followers, [----] engagements

"- : . : 15% . : [--] [---] ( [---] ) . [--]. (USTR) 15% . [--] 20% 15% . [--]. (20252029) [--] . : (LNG) [---] : [---] : [---] [--]. : TSMC [----] AI [----] . : [----] . : AI . [--]. 26% . ( 40%) ( 32%) 10% . . https://www.reuters.com/business/aerospace-defense/us-taiwan-finalize-deal-cut-tariffs-boost-purchases-us-goods-2026-02-12/ https://www.reuters.com/business/aerospace-defense/us-taiwan-finalize-deal-cut-tariffs-boost-purchases-us-goods-2026-02-12/"
X Link 2026-02-13T02:13Z [----] followers, [---] engagements

"https://www.ft.com/content/f2eff736-12de-4c33-9826-847d2fdf8be3 https://www.ft.com/content/f2eff736-12de-4c33-9826-847d2fdf8be3"
X Link 2026-02-13T05:09Z [----] followers, [----] engagements

"📮 // (295310) Not Rated 4Q25 Review: 2026.2.13() (Report) - 4Q25 38( YoY) (23) - 157(+69.7% YoY) 67.0% - 16.4% - [----] 1061(+59.4% YoY) 178(+110.9% YoY) - [--] [----] https://tinyurl.com/4wmwhjer https://tinyurl.com/4wmwhjer"
X Link 2026-02-13T07:56Z [----] followers, [---] engagements

""2030 " [--] ' AI ' "AI 0.4% " " " [----] . . [--] ' AI ' AI . (AI) AI . " [----] " " [--] AI 0.4% " . " " " [----] [---] [----] [----] " . " [----] [--] " " [--] [--] " . . "AI " . [--] . X (AI) xAI . " " . " " . https://n.news.naver.com/mnews/article/031/0001006030sid=101 https://n.news.naver.com/mnews/article/031/0001006030sid=101"
X Link 2026-02-13T07:59Z [----] followers, [---] engagements

"2026 $NVDA $TSM GDP : +7.71% ( +3.54% ) : +22.22% ( +6.32% )"
X Link 2026-02-13T08:16Z [----] followers, [---] engagements

"CPI [--] -CPI (YoY): 2.4% ( 2.5% 2.7%) - CPI (MoM): 0.2% ( 0.3% 0.3%) - (Core) CPI (YoY) ( ): 2.5% ( 2.5% 2.6%) - (Core) CPI (MoM) ( ): 0.3% ( 0.3% 0.2%) - ( ): +0.5% ( -0.3%) - CPI : [-------] ( [-------] 324.054)"
X Link 2026-02-13T13:34Z [----] followers, [---] engagements

"JP ( $ANET) [---] [---] ' (Overweight)' : AI . : '' AI . https://twitter.com/i/web/status/2022306807121912189 https://twitter.com/i/web/status/2022306807121912189"
X Link 2026-02-13T13:48Z [----] followers, [---] engagements

") HBM4 [--] [--] ; "3 " $MU Samsung SK hynix HBM AI GPU '(Rubin)' HBM4 . SK [--] HBM4 [----] [--] . SK HBM4 [--] . (CSP) AI AI [----] . CSP AI HBM4 (bit) . . [----] [--] DRAM HBM . HBM DRAM . . GPU HBM . [--] . -: [----] [--] . -SK: HBM . -: [----] [--] . https://www.trendforce.com/presscenter/news/20260213-12929.html https://www.trendforce.com/presscenter/news/20260213-12929.html"
X Link 2026-02-14T02:29Z [----] followers, [---] engagements

"Phison CEO- AI $MU $SNDK Samsung SK hynix [--]. AI : " " AI . : PC( ) (20+) (20) AI ( 34). : AI ' '. : . [--]. : "DRAM " ' ' . DRAM: [--] DRAM [--] . ' ' . Flash(): (Rubin) : AI '' SSD . GPU : (Rubin) GPU [--] TB SSD . : DRAM . [--]. : 30% . '' . : () '3 ' . : . [--]. : . /AI : . (/TV/PC): 20% . ' ' . [----] . [--]. : " " ' ' CEO . : (AI/) . : [----] . : 35% 1020% . [--]. Phison : " " ' ' . : ' (CAPEX )' '(R&D )'. : / SSD . HAI (Hybrid AI) PC: DRAM AI PC . : R&D 50% ' ' . [--]. [--------] " "
X Link 2026-02-14T03:26Z [----] followers, [----] engagements

"(Anthropic) CEO (Dario Amodei) (GW) $NVDA $BE $WULF $IREN $NBIS $SEI $CIFR $GEV [--]. : 'Big Blob of Compute' [----] . : (Raw Compute) () . : PhD . [--]. (GW) ( [--] ) AI 3(3x) . . [----] (): [----] GW AI . 2027: [----] GW [--] . 2028: [---] GW [---] . ' ' . 2029: [---] GW . [--]. . : 1GW [---] [---] ($10B$15B) . : [----] [----] 100GW300GW (Trillions of dollars) . : [--] [--] . . [--]. ' ' AI . : [--] . [----] (: [--] [--] ) . (Laminar Flow) : '(Laminar Flow)' . : 50% () 50% () . [--]. : ' ' ' '. 20262027: AI . [----] :"
X Link 2026-02-14T03:49Z [----] followers, [----] engagements

"$WDC HDD [--] [----] $SNDK $MU $STX Samsung SK hynix [----] [--] (HDD) 4% . 8(2) . https://www.digitimes.com/news/a20260213PD237/hdd-capacity-data-2026-demand.html https://www.digitimes.com/news/a20260213PD237/hdd-capacity-data-2026-demand.html"
X Link 2026-02-14T03:57Z [----] followers, [----] engagements

"$NVDA GPU . . (Anomaly Innovations Inc. ) there just aren't enough GPUs it's crazy that even a company our size is being bottlenecked by this there just aren't enough GPUs it's crazy that even a company our size is being bottlenecked by this"
X Link 2026-02-14T05:56Z [----] followers, [----] engagements

"(Cathie Wood) "ARK Invest [--] . 1(First Principles) (Optimus) [----] [----] ." (Elon Musk) $TSLA "2027 [----] [----] ." @CathieDWood @ARKInvest @Tesla It will begin to transform things in [----] be obvious in [----] and have a massive impact by [----] @CathieDWood @ARKInvest @Tesla It will begin to transform things in [----] be obvious in [----] and have a massive impact by 2029"
X Link 2026-02-15T02:13Z [----] followers, [---] engagements

"$NVDA " (Codex) " Codex weekly users have more than tripled since the beginning of the year Codex weekly users have more than tripled since the beginning of the year"
X Link 2026-02-16T03:31Z [----] followers, [---] engagements

"$MU $SNDK SAMSUNG SK hynix [----] [--] [--] [--]. [----] DRAM (1 ): DDR4: 32G [----] [--] [--------] [----] . DDR5: . 32G [----] [----] [----] DDR4 . NAND (1 ): TLC(H 3.84TB NVMe PCIe [---] ) [----] [----] . (YMTC) GB [----] 0.130.15 . [----] Q2Q4 : DRAM: [--] [--] 1520% . SK [--] . NAND: [--] 2030% [--] . 7090% . [--]. DDR5 DDR4 DDR5 : (Inspur) H3C DDR5 . DDR5 . DDR4 : [----] [----] [----] . [--] . [--]. HDD() : (WD) 90% 10% . . : . : 4TB HDD [----] (10) [--------] [--------] 100% . AI . [--]. ( ) (Contract Price) : [----] [--] . (Spot Price) . : DDR4 [----] [----] . (Kioxia) "
X Link 2026-02-16T10:41Z [----] followers, [---] engagements

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