@Mojo_flyin Mojo

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

Engagements: [-------] #

[--] Week [------] +65%
[--] Month [-------] +29%
[--] Months [---------] -38%
[--] Year [---------] -7.20%

Mentions: [--] #

[--] Week [--] -29%
[--] Month [---] +4%
[--] Months [-----] +23%
[--] Year [-----] -43%

Followers: [-----] #

[--] Week [-----] +0.18%
[--] Month [-----] +1.70%
[--] Months [-----] +13%
[--] Year [-----] +38%

CreatorRank: [-------] #

Social Influence

Social category influence stocks 76.87% technology brands 48.51% automotive brands 20.15% countries 17.91% finance 17.16% cryptocurrencies 2.99% financial services 1.49% celebrities 1.49% fashion brands 0.75% social networks 0.75%

Social topic influence $intc #26, $amd #105, $nvda #969, ai 16.42%, open ai 14.18%, china #2976, $orcl 13.43%, $msft #449, nio 9.7%, $tsla #120

Top accounts mentioned or mentioned by @imnotharsh @treasureh8nter @kakashiii111 @fostertraveler @intel @gelsingerintc @nioglobal @williamlinio @edwardkens50830 @jabil @jumboshrimp787 @couchinvestor @alexintel @oguzerkan @intelfoundry @alojoh @wsj @olrak29 @yeung69420 @intelbull

Top assets mentioned Intel Corporation (INTC) Advanced Micro Devices (AMD) NVIDIA Corp. (NVDA) Oracle Corporation (ORCL) Microsoft Corp. (MSFT) Tesla, Inc. (TSLA) CoreWeave, Inc (CRWV) Metadium (META) Alphabet Inc Class A (GOOGL) XPENG INC. (XPEV) Taiwan Semiconductor (TSM) Amazon.com, Inc. (AMZN) Super Micro Computer, Inc. Common Stock (SMCI) Nebius Group N.V. Class A Ordinary Shares (NBIS) Dell Technologies, Inc. (DELL) Apple, Inc. (AAPL) QUALCOMM, Inc. (QCOM) Blue Owl Capital, Inc. (OWL) Broadcom, Inc. (AVGO) Morgan Stanley (MS) JPMorgan Chase (JPM) Micron Technology, Inc. (MU) Polyhedra Network (ZKJ)

Top Social Posts

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

"If $NVDA plans to develop X86 silicon for its own #AI DC it will be an extension of its current agreement with $INTC on co-development Turning X86 into a licensing business requires $INTC to develop an IP model and customer behavior similar to what they're doing on @Intel_Foundry Doing both these things in parallel would be incredibly difficult It is worth noting that $AMD cannot license out $INTC X86 IP without @Intel consent. GFHK noted in their Q&A following their February report that ARM-based CPUs have relatively weak momentum in AI servers attributing this to lower GPU scheduling"
X Link 2026-02-14T06:40Z [----] followers, 10.1K engagements

"I did say @alojoh would stretch to find something negative to post about $NIO after they grew 96% YoY in Jan & announced they broke even in Q425 Meanwhile $TSLA shrank 45% & fell out of the NEV top [--] Did we mention that $NIO out sold $TSLA by about 50% in #China in Jan NIO sold [--] ET9 in January. This is the vehicle NIO's CEO is selling personally btw (not joking). Looks like NIO produced a real banger with the ET9 NIO's flagship product. Sales are soaring month-to-month to new highs if you read the chart backwards. Right now we are at https://t.co/cePQZnfgMs NIO sold [--] ET9 in January. This"
X Link 2026-02-15T14:10Z [----] followers, [----] engagements

"@tphuang @SinsisaKiva_ @ApisithS Mentioned above. Competitive on performance power cost ability to scale etc. for data center/AI vs leading edge nodes from the top foundries. Specially TSMC & Intel (who seem on track to 18A) How will SMIC match 4/3/2/18A BTW - [--] gen [--] yields at SSG 👎🏼 QC went back to TSMC"
X Link 2023-09-04T02:08Z [----] followers, 138.6K engagements

"If this is true then this is huge. If $MSFT has signed on to use $INTC to do a custom silicon at IFS this changes a lot not only for @Intel but for the industry. $MSFT is going to be the first customer for $INTC custom silicon business. Heard from a trusted person. $MSFT is going to be the first customer for $INTC custom silicon business. Heard from a trusted person"
X Link 2025-09-15T00:36Z [----] followers, 10.2K engagements

"$NVDA & #OpenAI funding deal is on ice - @WSJ Altman is out of He's over extended #OpenAI signing cheques he can't 💵 with everyone Taken a 10% stake in $AMD 🔄 for [---] bln $ GPU sales Commited [--] bln in stock to employees Strained ties with $MSFT $ORCL in [--] bln debt"
X Link 2026-01-31T08:57Z [----] followers, [----] engagements

"Now do igfx and gaming in thin and light systems. FFS understand market segmentation people $AAPL $INTC Intels top end chip outperforms Apples base model chip by 33% in multicore while Apples chip outperforms Intel by 50% in single core That headline doesnt have the same ring to it does it Intels top end chip outperforms Apples base model chip by 33% in multicore while Apples chip outperforms Intel by 50% in single core That headline doesnt have the same ring to it does it"
X Link 2026-01-31T11:47Z [----] followers, [----] engagements

"@Olrak29_ More than 75% of Nova Lake wafers will be in house at $INTC. This has been said by Intel more than once"
X Link 2026-01-31T16:23Z [----] followers, [---] engagements

"But $ORCL - $CRWV says they can find the demand because their stack is differentiated. $ORCL was punished because 57% of its backlog is tied to OpenAI. $MSFT was punished as well with 45% of its backlog linked to OpenAI. But as $ORCL co-CEO explained the risk is limited if OpenAI were unable to honor its commitments: The infrastructure big AI players need is https://t.co/CosALrBKWp $ORCL was punished because 57% of its backlog is tied to OpenAI. $MSFT was punished as well with 45% of its backlog linked to OpenAI. But as $ORCL co-CEO explained the risk is limited if OpenAI were unable to honor"
X Link 2026-02-02T15:52Z [----] followers, [---] engagements

"$AMD adopting $INTC FRED instructions in Zen [--] This was part of the X86 Advisory Group that Gelsinger set up with Lisa Su https://www.tomshardware.com/pc-components/cpus/amd-adopts-fred-together-with-intel-for-zen-6-architecture-replacement-for-decades-old-idt-can-improve-performance-and-stability https://www.tomshardware.com/pc-components/cpus/amd-adopts-fred-together-with-intel-for-zen-6-architecture-replacement-for-decades-old-idt-can-improve-performance-and-stability"
X Link 2026-02-03T08:21Z [----] followers, [----] engagements

"It's gonna be a messy trading day for $QCOM. Looks like their dreams of winning in PCs and Data Center just took a massive blow. Perceived or real. This will hurt"
X Link 2026-02-03T12:51Z [----] followers, [----] engagements

"🚨 $NIO issues profit warning @NIOGlobal @WilliamLiNIO congratulations"
X Link 2026-02-05T10:12Z [----] followers, [----] engagements

"@Kalshi seeks approval for margin trading Welcome to the casino folks Remember - no crying once you enter"
X Link 2026-02-05T21:53Z [----] followers, [---] engagements

"$XPEV arrives in New Zealand Hello New Zealand. XPENG is here. https://t.co/Hcv04xfXnz Hello New Zealand. XPENG is here. https://t.co/Hcv04xfXnz"
X Link 2026-02-06T16:21Z [----] followers, [---] engagements

"@andrewthelling @treasureh8nter He's not wrong about the long slog ahead for $INTC to get IFS to scale and profitability. But he missed the march up in the stock and his price calls remain significantly below the mkt AFAIK. He's not willing to move off his position I feel even though the market has"
X Link 2026-02-07T00:18Z [----] followers, [--] engagements

"$NIO Nio shares jumped after the Chinese electric-vehicle maker said it likely posted its first quarterly profit a watershed moment for a company that has spent years burning through billions of dollars to challenge Tesla and local rivals https://t.co/fovX8C6NBE Nio shares jumped after the Chinese electric-vehicle maker said it likely posted its first quarterly profit a watershed moment for a company that has spent years burning through billions of dollars to challenge Tesla and local rivals https://t.co/fovX8C6NBE"
X Link 2026-02-07T14:26Z [----] followers, [---] engagements

"@NioToday $XPEV also on track to be profitable for Q4 2025"
X Link 2026-02-07T14:40Z [----] followers, [---] engagements

"👇🏼True $NVDA $MSFT $AMZN & even $ORCL $AMD (who don't have the same firepower) have mostly backed themselves into a corner with #OpenAI & Altman If they let #OpenAI implode. The notional [---] trln $ of #AI demand evaporates. Not to mention their poster child for private credit Sooner rather than later OpenAI will announce they raised funds from Amazon Nvidia and Microsoft. Andy Jensen and Satya will announce how happy they are to be part of OpenAIs future and blah blah but the real story is below: they have no choice but to fund OpenAI. https://t.co/5GXePAMrYJ Sooner rather than later OpenAI"
X Link 2026-02-07T16:38Z [----] followers, [----] engagements

"$TSLA is so drinking their own Koolaid they think they're still superior to their competitors in #China mkt They've lost significant share cos their cars are old & lack competitive features As competitors match their discounting there's no place to hide $BYDDY $NIO $ZK $XPEV Tesla Global VP Tao Lin recently emphasized the company's rejection of short-term "pseudo-demands" in China's competitive EV marketsuch as endless model variants third-row seating hype or rushed 800V charging pushes. Instead Tesla focuses on long-term breakthroughs: massive https://t.co/a6p0iX6lUq Tesla Global VP Tao Lin"
X Link 2026-02-07T16:58Z [----] followers, [---] engagements

"SIA says semiconductor industry hit [---] bln revenue in [----]. 🚨 Will hit [--] trillion in [----]. Incredible growth. Previously industry was fcsting [--] trillion milestone in [----] KIV a significant amount would be elevated pricing & margins for semi co's & supply chain as it takes time to bring fresh wafers online A lot of the additional capex at $META $MSFT $GOOG $AMZN $ORCL will be to pad the profitability of $NVDA $AMD $INTC $TSM #Samsung $MU #SKHynix $SNDK as they fight for supply. Foundries could now decide who wins in #AI https://twitter.com/i/web/status/2020337361989546457"
X Link 2026-02-08T03:22Z [----] followers, [---] engagements

"@Yeung69420 @Y_U_Mad_Broski You're missing the most critical point which is the gap between $AMD lead times and $INTC lead times. Look at everything I said and put it together"
X Link 2026-02-08T09:13Z [----] followers, [--] engagements

"MORRIS CHANG - LEGEND He changed the world. Redefined Taiwan's place on the global stage. Built $TSM brick by brick. There are no words to describe the legacy he will leave behind. #Respect https://x.com/teslayoda/status/2020577156406141091 https://x.com/teslayoda/status/2020577156406141091"
X Link 2026-02-09T07:51Z [----] followers, [---] engagements

"MORRIS CHANG - LEGEND He changed the world. Redefined Taiwan's place on the global stage. Built $TSM brick by brick. There are no words to describe the legacy he will leave behind. https://x.com/teslayoda/status/2020577156406141091 https://x.com/teslayoda/status/2020577156406141091"
X Link 2026-02-09T08:49Z [----] followers, [---] engagements

"@jukan05 $META $ORCL $CRWV $GOOG have all raised massive amounts of debt. $META took 80% of their debt off book via $OWL. How does the author say there's no debt"
X Link 2026-02-09T11:07Z [----] followers, [---] engagements

"$GOOG looking to raise [--] bln from bond sale. They also raised [--] bln in [----]. Anyone saying the hyperscalers are fuelling their #AI data center build out with FCF needs to go some homework $MSFT $AMZN $META $ORCL $CRWV all raising debt. ALPHABET SEEKING TO RAISE ABOUT $15 BILLION FROM US BOND SALE ALPHABET SEEKING TO RAISE ABOUT $15 BILLION FROM US BOND SALE"
X Link 2026-02-09T13:23Z [----] followers, [----] engagements

"$BYDDY $Li $XPEV $NIO"
X Link 2026-02-09T13:34Z [----] followers, [---] engagements

"@imnotharsh That's correct. Even when $TSM Arizona is built out. It will be single digit share of their capacity. $INTC is and will remain the only option to on shore meaningful leading edge capacity in the #US. Not to mention $TSM IP development is all in #Taiwan"
X Link 2026-02-09T17:20Z [----] followers, [---] engagements

"$INTC was working with #Mediatek on edge devices. If they've secured Dimensity for 14A that's a huge win. A rumor suggests Intel has roped in MediaTeks Dimensity chips for its 14A process 🔗 https://t.co/UZK9gWGZgZ https://t.co/3TEn85bC1R A rumor suggests Intel has roped in MediaTeks Dimensity chips for its 14A process 🔗 https://t.co/UZK9gWGZgZ https://t.co/3TEn85bC1R"
X Link 2026-02-09T17:36Z [----] followers, [----] engagements

"@imnotharsh @EdwardKens50830 That's right. $TSM Arizona will be less than 10% of their global wafer capacity"
X Link 2026-02-09T17:39Z [----] followers, [--] engagements

"@kakashiii111 Great find"
X Link 2026-02-10T00:25Z [----] followers, [---] engagements

"@kakashiii111 Unlikely they stop unless the DOJ comes knocking at their door or the Singapore govt takes action. Which they won't unless the US nudges them"
X Link 2026-02-10T01:05Z [----] followers, [---] engagements

""#OpenAI must pay staff and find a way to deliver returns for investors who have sunk more than $60 billion into the money-losing venture. So with positive cash flow not expected until [----] assuming the company survives that long ad revenue looks like life support""
X Link 2026-02-10T01:14Z [----] followers, [---] engagements

"Agree. They have come a distance from when Morris was saying trying to offshore what #Taiwan has built is foolishness. However $TSM have made paper commits in the past as has the administration so we have to see how much of this actually realizes. But KIV $TSM are building in #Taiwan too. https://twitter.com/i/web/status/2021083421070782637 https://twitter.com/i/web/status/2021083421070782637"
X Link 2026-02-10T04:46Z [----] followers, [--] engagements

"@kakashiii111 Not to forget $SMCI now has a new customer that's single handedly 70% of their accounts receivable. Who is this mystery customer Did we mention that the lead bank on their receivable purchase agreement is #MUFG. Also the lead bank on $CRWV debt"
X Link 2026-02-10T09:23Z [----] followers, [---] engagements

"@IntelBull_ We know $AMD hiring for $INTC IFS Power Via technology"
X Link 2026-02-11T02:55Z [----] followers, [---] engagements

"$INTC IFS - leadership in scaling High NA EUV Breakthrough research is only valuable if it can scale. Intel Foundry is advancing High-NA EUV and next-gen transistor innovation into manufacturable platforms for the AI era. Learn more: https://t.co/fiBMXzYchb #IntelFoundry #Semiconductors @ASMLcompany https://t.co/oXnxUCb09X Breakthrough research is only valuable if it can scale. Intel Foundry is advancing High-NA EUV and next-gen transistor innovation into manufacturable platforms for the AI era. Learn more: https://t.co/fiBMXzYchb #IntelFoundry #Semiconductors @ASMLcompany"
X Link 2026-02-11T02:59Z [----] followers, [----] engagements

"Miraterry issues REIT for $NIO battery swap assets. Retail investors will help grow the PSS and participate in the returns. Good move $NIO One way to involve the retail investor into your success without being in the Stock Connect https://cnevpost.com/2026/02/11/mirattery-issues-72-5-million-reits-securitization-effort/ https://cnevpost.com/2026/02/11/mirattery-issues-72-5-million-reits-securitization-effort/"
X Link 2026-02-11T11:12Z [----] followers, [---] engagements

"@theaustinlyons That $AMD DC revenue or unit share is virtually impossible. $NVDA is too big now"
X Link 2026-02-12T00:30Z [----] followers, [---] engagements

"@MercedesBenz takes another hit to profitability on weak #China sales We're witnessing the largest sectoral dislocation in the automotive industry. Even brands like $MBG aren't immune as China EVs overtake them on design features luxury sw and value. With $NIO & $XPEV on track for profitability in Q425 the changing of the guard is under way $F $GM $BMW @ToyotaMotorCorp $TSLA https://twitter.com/i/web/status/2021940468389416978 https://twitter.com/i/web/status/2021940468389416978"
X Link 2026-02-12T13:32Z [----] followers, [----] engagements

"@TSLAFanMtl Not really. Brands like #Xiaomi and $NIO grew 70% and 95% so $TSLA ain't that fine. Their [--] year low interest loan promotion is being matched by their competitors which means their aged line up is losing its edge"
X Link 2026-02-12T14:50Z [----] followers, [---] engagements

"$NBIS capex jumps 5x to [--]. bln in Q4 Revenue is accelerating but so are spends and losses. Question remains - can these neo CSPs turn a profit or will they just get crushed under the debt load and the capex scaling for #AI data centers $CRWV $IREN $MSFT $NVDA $GOOG $AMZN"
X Link 2026-02-12T15:05Z [----] followers, [---] engagements

"It's important to KIV that $INTC is sold out and depleted their inventory in Q4 while $AMD has supply. No doubt $AMD position has improved a lot under Lisa. But this isn't pricing power. It's more product mix availability. Q2 will be an important chart when $INTC raises prices. At that point we could see some interesting variations start to play out. https://twitter.com/i/web/status/2022109609562120203 https://twitter.com/i/web/status/2022109609562120203"
X Link 2026-02-13T00:44Z [----] followers, [---] engagements

"@BBessolo @kakashiii111 This is rampant and tieing should be illegal due to their monopolistic position in GPUs. If its not an investment it will be a high interest loan. You could report them to the DOJ you know though I'm not sure they would act on it at this point"
X Link 2026-02-13T00:54Z [----] followers, [--] engagements

"Good analysis. My view has been similar. The $TSLA brand strength can only carry them so far on aging design and features. As Chinese mfrs get stronger financially they will also be able to match $TSLA on pricing and promotions. Meanwhile their dropping sales in Europe will force the China team more to deliver higher margins even as competitiveness is declining. https://twitter.com/i/web/status/2022118639324082498 https://twitter.com/i/web/status/2022118639324082498"
X Link 2026-02-13T01:20Z [----] followers, [--] engagements

"🏆 This is how we're now analyzing who will get to L4 ADAS. $TSLA $GOOG"
X Link 2026-02-13T09:27Z [----] followers, [---] engagements

"One of the reasons why #AI data centers are filled with CPUs. $INTC has done a poor job so far marketing this. Good to see they're getting on the ball. Break free from the AI storage bottlenecks. See how @Jabil and Intel partner to deliver scalable endurance for hyperscale environments. https://t.co/bUZHn4aepG Break free from the AI storage bottlenecks. See how @Jabil and Intel partner to deliver scalable endurance for hyperscale environments. https://t.co/bUZHn4aepG"
X Link 2026-02-13T10:38Z [----] followers, [----] engagements

"Q2 is when the big price hikes for $INTC will kick in. Anything before that is just an appetizer. The main course will be significant. * Reuters: Intel told customers in China that lead times for its server CPUs could be as long as six months. * Reuters: Intel raised prices for server CPUs sold to China by 10%. * Reuters: AMD said lead times for some of its products have extended to [---] weeks. $AMD $INTC https://t.co/T0i9NrwXNH * Reuters: Intel told customers in China that lead times for its server CPUs could be as long as six months. * Reuters: Intel raised prices for server CPUs sold to"
X Link 2026-02-06T15:37Z [----] followers, [----] engagements

"A 🧵 There is rampant misinformation going around on the $INTC & $AMD DC CPU lead times coming out of #China cos people don't understand how the semi biz works [--]. $INTC still out ships $AMD on DC CPUs by revenue 🧵/1"
X Link 2026-02-07T11:19Z [----] followers, 14.9K engagements

"#Taiwan chief negotiator says moving 40% of semiconductor mfr to the #US impossible Of course this is impossible. Only someone with their head up their 🫏 would think this is feasible This is why the #US needs $INTC as an alternative to $TSM rapidly $AAPL $NVDA $AMD $AVGO $QCOM $ARM $GOOG $MSFT $AMZN https://twitter.com/i/web/status/2020815020888936603 https://twitter.com/i/web/status/2020815020888936603"
X Link 2026-02-09T11:00Z [----] followers, [----] engagements

"$INTC "CEO Lip-Bu Tan Just Delivered Fantastic News For Intel Shareholders" NFA https://www.fool.com/investing/2026/02/09/ceo-lip-bu-tan-just-delivered-fantastic-news-for-i/ https://www.fool.com/investing/2026/02/09/ceo-lip-bu-tan-just-delivered-fantastic-news-for-i/"
X Link 2026-02-10T02:24Z [----] followers, [----] engagements

"@Silicon_Fly We live in strange times 😄"
X Link 2026-02-10T03:54Z [----] followers, [---] engagements

"@imnotharsh Agree 👍🏼 @Intel @magicsilicon this is so mktg [---]. $INTC marketing needs to be on its A game"
X Link 2026-02-13T12:48Z [----] followers, [---] engagements

"$XPEV now in the #UK One week. [--] industry experts. One unforgettable experience. Our UK G6 launch brought together dealers media and fleet partners for a full immersion into XPENG. A week of conversations partnerships and excitement for what's ahead. The G6 is ready for the road. $XPEV https://t.co/oFiqCmYUZZ One week. [--] industry experts. One unforgettable experience. Our UK G6 launch brought together dealers media and fleet partners for a full immersion into XPENG. A week of conversations partnerships and excitement for what's ahead. The G6 is ready for the road. $XPEV"
X Link 2026-02-13T14:49Z [----] followers, [---] engagements

"@htsfhickey Now do #China Extrapolating the lack of full stack competence across silicon & sw for the Western and Japanese OEMs to the Chinese is a costly error"
X Link 2026-02-14T01:52Z [----] followers, [---] engagements

"@gustavokov That's correct. As I said it makes less sense for $INTC to try and become an IP licensee. The most likely path if this materializes is to make this an IFS offering for co-developed projects to be mfd on IFS"
X Link 2026-02-14T16:27Z [----] followers, [---] engagements

"@EYnews labels $META taking their [--] bln $ data center debt off book with $OWL as a critical audit matter EY says we warned you Zuck but didn't have the 🥜 to call BS so now it's on you 😂"
X Link 2026-02-12T14:11Z [----] followers, [---] engagements

"So now $NVDA is borrowing money to lease a data center with it's own GPUs This circular financing is now tying itself into a Giordian knot When this untangles nobody will know who's body hits the ground first $ORCL $META $MSFT $CRWV $SMCI $NBIS $AMD #OpenAI #Softbank Nvidia is expected to lease a data center being built with funds from a $3.8 billion junk-bond sale adding to the borrowing frenzy around AI infrastructure https://t.co/XkowJTBA41 Nvidia is expected to lease a data center being built with funds from a $3.8 billion junk-bond sale adding to the borrowing frenzy around AI"
X Link 2026-02-13T14:47Z [----] followers, [----] engagements

"@JumboShrimp787 As long as its an $INTC product they don't need approval from $AMD. However what $INTC is offering thru IFS to their customers are their own hard and soft cores. However $AMD cannot license any X86 IP out as we saw when $INTC prevented them from extending their license to $GFS"
X Link 2026-02-15T14:04Z [----] followers, [--] engagements

"A full wash & wax on $NVDA #AI Ponzi scheme by @FT While they didn't get into $SMCI $DELL inventory stuffing & round tripping to their customers like $MSFT The entire house of cards on which #Coreweave & others funded by #Blackstone $MS $JPM etc is exposed This ends badly 💣"
X Link 2024-11-04T06:29Z [----] followers, 155.5K engagements

"$SMCI is 🚀 into the skies Not only is revenue up. But AR and AP are up 5-6x while inventory balloons to over [--] bln New "Customer A" now holds 72% of outstanding ARs And $SMCI has signed a non binding Receivables Purchase Agreement to cover itself They should have been delisted in [----] but old dogs old tricks Looks like $NVDA will have another banger of a qtr and I'm assuming Customer A is none other than #OpenAI The Ponzi continues. https://twitter.com/i/web/status/2022326857685999746 https://twitter.com/i/web/status/2022326857685999746"
X Link 2026-02-13T15:07Z [----] followers, [----] engagements

"@JumboShrimp787 Nope. $AMD is a licensee of $INTC. The only other IP license was with VIA which $INTC acquired in 2021"
X Link 2026-02-14T11:17Z [----] followers, [---] engagements

"Normal delivery lead times are 4-6 weeks. So 8-10 weeks for $AMD shows elevated demand but not extreme KIV $AMD said at earnings supply is not really an issue $INTC OTOH are will be ramping supply from Q2 but inventory is depleted 🧵/2"
X Link 2026-02-07T11:23Z [----] followers, [----] engagements

"$TSLA Jan #China sales fell to 18K & they fell out of the #China top [--] NEV list They loaded up another $1150 discount on the Model [--] for Feb. Their old line up is looking sparse compared to competition. Now with competitors also willing to compete on both features & price this is going to be a rocky year for $TSLA in #China On top of which #Xiaomi keeps coming at their skus & price point like a speeding train https://twitter.com/i/web/status/2023038803414573201 https://twitter.com/i/web/status/2023038803414573201"
X Link 2026-02-15T14:16Z [----] followers, [----] engagements

"$TSLA EV demand and resale prices are about to crash in the #US and maybe #Europe What distraction will Musk come up with next #EpsteinFiles"
X Link 2026-01-31T13:27Z [----] followers, [---] engagements

"There are aspects of $XPEV Iron motion that are eerily life like. XPeng's IRON Humanoid Robot: First-Ever In-Person Public Interaction Worldwide #XPeng #Robot https://t.co/UL0n1OTJ3Z XPeng's IRON Humanoid Robot: First-Ever In-Person Public Interaction Worldwide #XPeng #Robot https://t.co/UL0n1OTJ3Z"
X Link 2026-01-31T13:43Z [----] followers, [---] engagements

"@DrFredWu @phareaon Tag your posts $NIO for maximum reach"
X Link 2026-01-31T13:44Z [----] followers, [---] engagements

"@treasureh8nter I hope for your sake but I think you are ignoring the fact $AMD stock was trading at 160$ the day the #OpenAI deal was announced. So a lot of their valuation is potentially predicated on that. OpenAI ability to fund all their commitments is being called into question more & more"
X Link 2026-01-31T14:48Z [----] followers, [--] engagements

"@treasureh8nter There will be turbulence for sure if #OpenAI implodes. But eventually the names that have tied their futures to #OpenAI will sink harder/longer $MSFT $NVDA $CRWV $ORCL $NBIS #Softbank $AVGO $DELL $SMCI and $AMD $AMZN $GOOG $META will probably benefit"
X Link 2026-01-31T15:01Z [----] followers, [---] engagements

"@MoheenMahmood @Olrak29_ Lip-Bu has said $INTC to [--] trillion market cap by [----] A 300-400 bln market cap for the world's only real IDM isn't impossible. NFA"
X Link 2026-01-31T17:04Z [----] followers, [--] engagements

"@kakashiii111 When you're deep in debt and don't generate enough cash the outcome of their idiocy and greed is only to destroy the company https://x.com/i/status/1974456120921165862 When supposedly cash rich companies like $META raises [--] bln and keeps it off book. Or $ORCL raises [--] bln and is up to its eyeballs in #AI infrastructure debt. The bubble is getting dangerously inflated. $NVDA $MSFT $CRWV $NBIS $AMZN $GOOG https://t.co/ljk1NtUzvy https://x.com/i/status/1974456120921165862 When supposedly cash rich companies like $META raises [--] bln and keeps it off book. Or $ORCL raises [--] bln"
X Link 2026-01-31T22:55Z [----] followers, [---] engagements

"@KEEMSTAR Try $BABA"
X Link 2026-01-31T22:57Z [----] followers, [---] engagements

"@jan_dekkers Do you have a Jan delivery prediction modeled"
X Link 2026-01-31T23:00Z [----] followers, [---] engagements

"$NIO January [----] - [---] mln battery swaps. [----] million life time swaps. 500k swaps in the last [--] days. The largest distributed energy cloud in #China being built out @NIOGlobal @WilliamLiNIO $NIO completes [--] million swaps. Many thought this model was doomed to fail. [---] mln swaps will be a big day for @NIOGlobal & @WilliamLiNIO https://t.co/qQzXg630eX $NIO completes [--] million swaps. Many thought this model was doomed to fail. [---] mln swaps will be a big day for @NIOGlobal & @WilliamLiNIO https://t.co/qQzXg630eX"
X Link 2026-02-01T04:31Z [----] followers, [----] engagements

"@HSBC cuts $CRWV PT to $41 Expects [---] bln liquidity shortfall in [----] https://finance.yahoo.com/news/hsbc-cuts-coreweave-crwv-price-122847665.html https://finance.yahoo.com/news/hsbc-cuts-coreweave-crwv-price-122847665.html"
X Link 2026-02-01T04:36Z [----] followers, [---] engagements

"@FosterTraveler Bitcoin farms are using special ASICs or desktop gfx cards. If they start folding both $NVDA & $AMD are cutting consumer dGfx products to prioritize capacity to #AI DC. So these cards may end up in the parallel mkt. Tho they're pretty worn out so buyers may be cautious"
X Link 2026-02-01T09:47Z [----] followers, [--] engagements

"@WSJ 😂 $NVDA #OpenAI #Softbank https://x.com/i/status/2017897560795660614 HUANG SAYS OPENAI INVESTMENT WAS 'NEVER A COMMITMENT' https://x.com/i/status/2017897560795660614 HUANG SAYS OPENAI INVESTMENT WAS 'NEVER A COMMITMENT'"
X Link 2026-02-01T09:53Z [----] followers, [---] engagements

"@Couch_Investor $CHKP has one of the highest margins in cyber security. NFA"
X Link 2026-02-01T10:04Z [----] followers, [---] engagements

"$ORCL plans to raise up to [--] bln in additional debt to support #AI data center build outs When you're a one trick pony & your stock is getting pummeled the only thing you know is to jump even higher #OpenAI #Softbank $NVDA $AMD"
X Link 2026-02-02T12:30Z [----] followers, [---] engagements

"@FosterTraveler I think this is German data from a single retailer. $AMD has had desktop lead for some time but the numbers are so small they're meaningless. $INTC still has more than 80% market share in X86 PCs globally"
X Link 2026-02-02T13:24Z [----] followers, [---] engagements

"@FosterTraveler $INTC global X86 client mkt share It had dropped to about 75% but has recovered. $INTC has a very deep moat inside commercial notebooks which is the largest and highly profitable biz"
X Link 2026-02-02T15:19Z [----] followers, [--] engagements

"@realmemes6 @Alex_Intel_ @proxietuna @fabknowledge $INTC started ordering [--] qtrs ago. Tools will be in. Supply improves Q2. More importantly across the board price hikes kick in Q2"
X Link 2026-02-02T16:09Z [----] followers, [---] engagements

"Two $ORCL data centers will deliver a MASSIVE [--] bln in economic impact over [--] years. I think there are @McDonalds franchises that can do better. Oracle is committed to driving economic value for Abilene and its residents. Our first two data center buildings alone are expected to create $1 billion in local economic impact over the next [--] years. We are developing local training to help residents obtain high qualityjobs Oracle is committed to driving economic value for Abilene and its residents. Our first two data center buildings alone are expected to create $1 billion in local economic"
X Link 2026-02-02T16:12Z [----] followers, [---] engagements

"Potus drops tariffs on #India in exchange for stopping purchase of Russian oil and reducing trade barriers to #US to zero. It was going so well until he said #India will buy [---] bln worth of goods from the #US Another 🌮"
X Link 2026-02-02T23:07Z [----] followers, [---] engagements

"@FosterTraveler @imnotharsh Very good sign @FosterTraveler - #Softbank and $INTC signed this JV last year and Softbank infused [--] bln into Intel. They've clearly hit a technical milestone where they feel they can proceed towards commercialization"
X Link 2026-02-03T02:29Z [----] followers, [---] engagements

"Not that this bill really matters. Even if #Taiwan were to proceed to buy #US weapons or would take years & they are still not prepared to repel #China What's more important here is the bill got pushed back which means the DPP is not in the driver's seat & KMT is manouvering in Taiwans opposition parties have advanced a bill that would slash a special military budget potentially jeopardizing the purchases of billions of dollars of US weapons aimed at deterring the threat of invasion by China https://t.co/ZgWc1H2S91 Taiwans opposition parties have advanced a bill that would slash a special"
X Link 2026-02-03T06:27Z [----] followers, [---] engagements

"@treasureh8nter Yup. To be made happier when #China gains control of #Taiwan and $TSM"
X Link 2026-02-03T08:13Z [----] followers, [--] engagements

"🤡 Show $ORCL $NVDA #OpenAI The NVIDIA-OpenAI deal has zero impact on our financial relationship with OpenAI. We remain highly confident in OpenAIs ability to raise funds and meet its commitments. The NVIDIA-OpenAI deal has zero impact on our financial relationship with OpenAI. We remain highly confident in OpenAIs ability to raise funds and meet its commitments"
X Link 2026-02-03T09:06Z [----] followers, [---] engagements

"$ORCL management be like The Oracle bonds are wildly oversubscribed. Talk of it being a new record. Price talk coming in [----] to [--] and change. That's a real good yield and the offering is smaller than expected The Oracle bonds are wildly oversubscribed. Talk of it being a new record. Price talk coming in [----] to [--] and change. That's a real good yield and the offering is smaller than expected"
X Link 2026-02-03T09:08Z [----] followers, [---] engagements

"So the #OpenAI [---] trillion is 🐎 💩 I'm sure their circular friends will find it fun to watch a trillion $ of so called demand disappear $NVDA $AMD $ORCL $MSFT $CRWV $AMZN #Softbank #SKHynix"
X Link 2026-02-03T10:47Z [----] followers, [---] engagements

"@IntelBull_ @PGelsinger Had a poor read on his team. I think he assumed it was the same old $INTC culture he was returning to. Didn't realize the mgmt had become toxic lacked thought leadership and were really in it for themselves first. They way they added hc. As CEO he's responsible. But so are they"
X Link 2026-02-03T10:51Z [----] followers, [---] engagements

"@oguzerkan It's not $AMD vs $NVDA. It is GPU vs CPU vs custom ASIC. It is cloud vs hybrid/edge. Those are the battles for inference"
X Link 2026-02-03T12:12Z [----] followers, [---] engagements

"They just don't know when to stop. Take it easy $ORCL. The constant bleating isn't helping #OpenAI $NVDA Our partners financing for the Doa Ana County NM; Shackelford County TX; and Port Washington WI data centers are secured at market standard rates progressing through final syndication on schedule and consistent with investmentgrade deals. Our partners financing for the Doa Ana County NM; Shackelford County TX; and Port Washington WI data centers are secured at market standard rates progressing through final syndication on schedule and consistent with investmentgrade deals"
X Link 2026-02-03T14:36Z [----] followers, [----] engagements

"@Couch_Investor IDK WTF $PYPL board is thinking hiring Lorres. What has he done at HP"
X Link 2026-02-03T22:41Z [----] followers, [---] engagements

"This is going to force $MU #SKHynix #Samsung to rethink their capex strategies. Here it comes. https://t.co/VQazHOHodp Here it comes. https://t.co/VQazHOHodp"
X Link 2026-02-04T01:24Z [----] followers, [---] engagements

"$AMD had a big qtr beat but the stock is 📉 Had a one off $390 mln DC #China ship w/ a $360 margin against [---] mln Q2 write off W/o that beat is less Impressive Opex is putpacing Rev #OpenAI contagion & a weak answer Q1 seasonality vs $INTC on supply"
X Link 2026-02-04T14:58Z [----] followers, [----] engagements

"Did someone just make #OpenAI & #Anthropic defenders of the free world and I missed it This is just massive cope. #AI isn't just #Anthropic or #OpenAI. Get over yourselves and stop pretending like everything you do isn't about chasing valuation and an exit. First the good part of the Anthropic ads: they are funny and I laughed. But I wonder why Anthropic would go for something so clearly dishonest. Our most important principle for ads says that we wont do exactly this; we would obviously never run ads in the way Anthropic First the good part of the Anthropic ads: they are funny and I laughed."
X Link 2026-02-05T00:45Z [----] followers, [---] engagements

"More CPU and network component refresh incoming at $META $AMD $INTC $CSCO Instagram is experiencing issues with users reporting outages on Downdetector. Instagram is experiencing issues with users reporting outages on Downdetector"
X Link 2026-02-05T01:47Z [----] followers, [---] engagements

"Of course he can't pay #OpenAI All eyes on memory manufacturers. If Nvidia is pulling the plug on Sam Altman that means he's not good for the money. This means Scam Altman's contract to buy 40% of the global memory supply is a lie because he can't pay. https://t.co/ZcdfAHixbD All eyes on memory manufacturers. If Nvidia is pulling the plug on Sam Altman that means he's not good for the money. This means Scam Altman's contract to buy 40% of the global memory supply is a lie because he can't pay. https://t.co/ZcdfAHixbD"
X Link 2026-02-05T03:32Z [----] followers, [---] engagements

"@treasureh8nter @GelsingerINTC @Alex_Intel_ @imnotharsh @awakenowzone In case you missed it Jensen has said multiple times some of the best AI talent in the US is of Chinese origin. What did LBT say He said he's trying to hire but they're choosing to head home to China to work. Maybe watch the Cisco event first. Then jump to conclusions sir"
X Link 2026-02-05T08:25Z [----] followers, [---] engagements

"@treasureh8nter @GelsingerINTC @Alex_Intel_ @imnotharsh @awakenowzone Let's correct that. It's not Asia. You want hardware engineering talent. At scale it's #China. You want software at scale it's #India"
X Link 2026-02-05T11:13Z [----] followers, [--] engagements

"@FosterTraveler Going to come out of the pumped up valuations of all the round trippers $NVDA $MSFT $META $CRWV $NBIS $AMD $ORCL"
X Link 2026-02-05T13:57Z [----] followers, [---] engagements

""REAL MEN HAVE FABS" We're about to find out how correct Jerry was [--] years ago Not only is pricing power shifting. But who wins and who loses in the market can be decided by leading edge Fab Semi Cos $TSM $MU $INTC #Samsung #SKHynix"
X Link 2026-02-05T23:18Z [----] followers, [----] engagements

"@HedgieMarkets They now know that #OpenAI will never raise all the money to pay for everything. The Ponzi is falling apart and $ORCL is going down because it doesn't have the business scale or the cash flows to support this unlike the hyper scalers. Who are also taking on debt btw"
X Link 2026-02-05T23:30Z [----] followers, [---] engagements

"@imnotharsh $GOOG is down too Both getting hammered"
X Link 2026-02-06T01:10Z [----] followers, [---] engagements

"@oguzerkan If you're not looking at margins escalating structural costs from $TSM and #AI projects plus the competitive pressure then you should widen your analysis"
X Link 2026-02-06T02:24Z [----] followers, [---] engagements

"@oguzerkan Also theirs no [---] bln coming from #OpenAI to $AMD"
X Link 2026-02-06T02:25Z [----] followers, [---] engagements

"@ShangguanJiewen Lol. The old men on the hill did not see this coming. 😂"
X Link 2025-01-15T10:00Z [----] followers, 12.7K engagements

"@Couch_Investor Not even good at that. He acquired some companies including in the gaming space and that went nowhere. Zero tech or product innovation. Under Dion HP was churning or exciting products in a stale PC category. Enrique did nothing outside of not sinking the boat. Good luck Paypal"
X Link 2026-02-04T00:33Z [----] followers, [--] engagements

"$INTC about to do a deal with the Middle East Lip-Bu Tan meets Saudi Minister https://www.arabnews.jp/en/saudi-arabia/article_157277/ https://www.arabnews.jp/en/saudi-arabia/article_157277/"
X Link 2025-10-20T11:23Z [----] followers, 22.1K engagements

"Intel 18A is powering the next wave of scaling beyond 2nmboosting performance-per-watt and enabling advanced chiplet packaging like Panther Lake. Read more: #IntelFoundry #Semiconductors @SemiEngineering http://ms.spr.ly/6010Qr81i http://ms.spr.ly/6010Qr81i"
X Link 2026-02-16T17:15Z [---] followers, [----] engagements

"This is crazy - #China robotics I can't believe it Robots at the Chinese Spring Festival Happy Gala have entered a new era in their control programs.😲😲 I haven't seen these before. https://t.co/m7kEDEQNgJ I can't believe it Robots at the Chinese Spring Festival Happy Gala have entered a new era in their control programs.😲😲 I haven't seen these before. https://t.co/m7kEDEQNgJ"
X Link 2026-02-16T13:24Z [----] followers, [---] engagements

"I can't believe it Robots at the Chinese Spring Festival Happy Gala have entered a new era in their control programs.😲😲 I haven't seen these before"
X Link 2026-02-16T12:36Z 106.7K followers, 292.4K engagements

"#NIO Breaks the daily swaps record on [--] February [----] during the Chinese New Year holidays. New record: [------] @NIOGlobal @WilliamLiNIO http://nioswaps.com http://nioswaps.com"
X Link 2026-02-15T16:05Z [---] followers, [----] engagements

"So $TSLA isn't just cutting prices in #China but also in the #USA Here are the effective $TSLA price cuts this morning on US Model [--] / Y vehicles that got lower interest rates. Over 5% on each up to almost 8%. https://t.co/0mvnfwB2X5 Here are the effective $TSLA price cuts this morning on US Model [--] / Y vehicles that got lower interest rates. Over 5% on each up to almost 8%. https://t.co/0mvnfwB2X5"
X Link 2026-02-15T15:20Z [----] followers, [---] engagements

"Here are the effective $TSLA price cuts this morning on US Model [--] / Y vehicles that got lower interest rates. Over 5% on each up to almost 8%. Breaking: $TSLA cuts loan rates on Model [--] Pre / Perf from 2.99% to 0.99% drops down payment by $100. Model Y AWD 2.99% to 0% Pre from 2.99% to 0.99% all Ys down payment down $700. @GordonJohnson19 @bgrahamdisciple @JCOviedo6 @FredLambert @fly4dat @BradMunchen @TSLAFanMtl Breaking: $TSLA cuts loan rates on Model [--] Pre / Perf from 2.99% to 0.99% drops down payment by $100. Model Y AWD 2.99% to 0% Pre from 2.99% to 0.99% all Ys down payment down $700."
X Link 2026-02-15T15:17Z [----] followers, [----] engagements

"NIO sold [--] ET9 in January. This is the vehicle NIO's CEO is selling personally btw (not joking). Looks like NIO produced a real banger with the ET9 NIO's flagship product. Sales are soaring month-to-month to new highs if you read the chart backwards. Right now we are at about 2.5K all-time sales. Any guess how much it will collect by the time it gets scrapped https://twitter.com/i/web/status/2022680510422495390 https://twitter.com/i/web/status/2022680510422495390"
X Link 2026-02-14T14:33Z 56.7K followers, 22K engagements

"GFHK noted in their Q&A following their February report that ARM-based CPUs have relatively weak momentum in AI servers attributing this to lower GPU scheduling efficiency compared to x86. They indicated that companies including NVIDIA plan to develop x86 CPU solutions in response. (It remains unclear whether this means licensing x86 architecture or co-developing x86 with Intel.) $INTC $AMD https://twitter.com/i/web/status/2022284227346346468 https://twitter.com/i/web/status/2022284227346346468"
X Link 2026-02-13T12:18Z 70.5K followers, 135K engagements

"The paleontology community is getting rocked by the Epstein scandal - seriously That dude understood a fundamental truth about human truth about human behavior. If there's a bone. There's likely to be a boner. Epstein fallout is rocking the paleontology community as one British dinosaur convention has banned attendance from some scientists named in the Epstein files https://t.co/fKpZOfNwjL Epstein fallout is rocking the paleontology community as one British dinosaur convention has banned attendance from some scientists named in the Epstein files https://t.co/fKpZOfNwjL"
X Link 2026-02-14T02:34Z [----] followers, [---] engagements

"Epstein fallout is rocking the paleontology community as one British dinosaur convention has banned attendance from some scientists named in the Epstein files https://cnn.it/4rrV6wf https://cnn.it/4rrV6wf"
X Link 2026-02-14T00:57Z 61.2M followers, 264K engagements

"Sometimes LLMs work very well and one is impressed. Sometimes they're as thick as a block of wood and cannot stop repeating the same mistake or even compoundimg it. @OpenAI @perplexity_ai @AnthropicAI @GeminiApp @grok"
X Link 2026-02-14T01:01Z [----] followers, [---] engagements

"One week. [--] industry experts. One unforgettable experience. Our UK G6 launch brought together dealers media and fleet partners for a full immersion into XPENG. A week of conversations partnerships and excitement for what's ahead. The G6 is ready for the road. $XPEV"
X Link 2026-02-13T14:03Z 320.3K followers, 857.9K engagements

"Nvidia is expected to lease a data center being built with funds from a $3.8 billion junk-bond sale adding to the borrowing frenzy around AI infrastructure https://www.bloomberg.com/news/articles/2026-02-12/nvidia-to-lease-data-center-funded-by-3-8-billion-of-junk-bondstaid=698e4f7fe03fbc000101780a&utm_campaign=trueanthem&utm_content=business&utm_medium=social&utm_source=twitter"
X Link 2026-02-12T22:09Z 9.8M followers, 29.9K engagements

"🚨 Breaking 🚨 Intel x86 SoC is 31% more Efficient than Apple ARM SoC in gaming. Intel 388H has 31% more gaming performance than Apple M5 at the same power consumption. Can X2 Elite beat 388H in low power gaming 🤔 Source: https://youtu.be/Xjkzb-j6nKIsi=_NzgjwHJFVwnbFzu https://youtu.be/Xjkzb-j6nKIsi=_NzgjwHJFVwnbFzu"
X Link 2026-02-12T18:40Z [---] followers, [----] engagements

"According to NIO's official data since the rollout of the new NWM on January [--] both the mileage and usage duration of the City NOP feature have doubled month-over-month. Specifically the overall proportion of assisted driving usage duration increased by 40% month-over-month while the number of users whose intelligent driving duration accounted for over 50% has grown by more than twofold. $NIO #ChinaEV https://twitter.com/i/web/status/2022229263219614049 https://twitter.com/i/web/status/2022229263219614049"
X Link 2026-02-13T08:40Z [----] followers, [----] engagements

"Break free from the AI storage bottlenecks. See how @Jabil and Intel partner to deliver scalable endurance for hyperscale environments"
X Link 2026-02-12T17:00Z 170K followers, [----] engagements

"🏆 This is how we're now analyzing who will get to L4 ADAS. $TSLA $GOOG"
X Link 2026-02-13T09:27Z [----] followers, [---] engagements

"Nvidia the worlds most valuable company the company with the best compliance and legal departments and supposedly very strict about conducting due diligence on every single partner and customer has denied numerous times (I stopped counting) any wrongdoing or any smuggling. All Nvidia chips have been and are used legitimately by clients and partners that are not restricted by BIS. Jensen a good friend of the US administration puts US national security as his companys top priority ensuring the US leads the AI race by strictly complying with every single export control and BIS rule. For doing"
X Link 2026-02-12T20:21Z 30.6K followers, 11.9K engagements

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