@RYANHINGSHING Ryan Leung 梁興盛, CFA
Ryan Leung 梁興盛, CFA posts on X about ai, $nvda, $orcl, $msft the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.
Engagements: [------] #
- [--] Week [-------] +149%
- [--] Month [-------] +67%
- [--] Months [---------] +4,006%
Mentions: [--] #
- [--] Week [--] +15%
- [--] Month [---] +11%
- [--] Months [---] +1,453%
Followers: [-----] #
- [--] Week [-----] +9.90%
- [--] Month [-----] +24%
- [--] Months [-----] +2,161%
CreatorRank: [-------] #
Social Influence
Social category influence stocks 36.61% finance 29.46% technology brands 25% countries 13.39% cryptocurrencies 3.57% travel destinations 3.57% social networks 3.57% financial services 1.79% exchanges 1.79% currencies 0.89%
Social topic influence ai 11.61%, $nvda #715, $orcl 9.82%, $msft 8.93%, china 8.04%, $amzn #141, stocks 7.14%, gamma 7.14%, $crdo 4.46%, morgan stanley 4.46%
Top accounts mentioned or mentioned by @humphilomath @tshirtnjeans2 @labubutrader @zephyrz9 @jukan05 @bilcheng77 @shanghaojin @swh16888 @pandawatch88 @realfreedomcat @sheikhzohaib @zlack00 @diyas1989 @jasonfurman @meanfieldzane @michaeljburry @dylan522p @zephyr_z9 @folduniverse @chipflare
Top assets mentioned NVIDIA Corp. (NVDA) Oracle Corporation (ORCL) Microsoft Corp. (MSFT) Amazon.com, Inc. (AMZN) Credo Technology Group Holding Ltd (CRDO) Morgan Stanley (MS) Intel Corporation (INTC) Applied Materials, Inc. (AMAT) Goldman Sachs (GS) SPX6900 (SPX) Advanced Micro Devices (AMD) Alphabet Inc Class A (GOOGL) AppLovin Corporation (APP) Marvell Technology Inc (MRVL) Astera Labs, Inc. (ALAB) SPDR S&P [---] ETF Trust (SPY) No Valentine (NV) Unity Software Inc. (U)
Top Social Posts
Top posts by engagements in the last [--] hours
"Did you listen to me anon Kematek() will be making advanced ceramic heaters for Naura Piotech and AMEC. Thanks to Applied Materials $AMAT and the Biden administration 🫢 But itll take much much longer time for electrostatic chuck to become mature🤔 If you think Naura() AMEC() piotech() will be successful there is a company called Kematek (https://t.co/nIp1BW7EC2) local leader in SPE ceramic components🤔 I guess you guys are allowed to invest in it through stock connect https://t.co/pJsMzbtCyE If you think Naura() AMEC() piotech() will be successful there is a company called Kematek"
X Link 2025-12-30T09:49Z [----] followers, 31.4K engagements
"SMICs CEO expects memory shortage in consumer electronics to ease in Q3 [----] [--]. New memory capacity will come online but qualification for data center takes time so near-term supply will flow into consumer electronics. [--]. Memory hoarding will unwind"
X Link 2026-02-11T01:44Z [----] followers, 94.2K engagements
"Januarys CPI was depressed by BLS measurement issues during the government shutdown. Due to the shutdown the BLS imputed the missing data from surveyed Panel [--] of rent inflation as zero. The true CPI should have been much higher🤔 The CPI-based ecumenical underlying inflation measure was 2.1% in January. This is likely depressed a bit by BLS measurement issues during shutdown. My judgment still remains 2.5%. (Note I did the median of the 4-month [--] month and [--] month measures.) https://t.co/AxcZVveYPP The CPI-based ecumenical underlying inflation measure was 2.1% in January. This is likely"
X Link 2026-02-14T00:01Z [----] followers, [----] engagements
"IMO GLM-5 did very well on benchmark tests but it performs poorly on real-world problems. I hope the market and JPM arent too optimistic about assigning a $400 target price. I'm genuinely impressed by Zhipu but I can only support them in spirit. JPM: Our Dec-26 PT of HK$400 is derived from 30x 2030E P/E when we expect Zhipu AI will generate normalized earnings discounted back using a 15% WACC. The 30x multiple represents a valuation premium over https://t.co/IbxdEgwHf2 I'm genuinely impressed by Zhipu but I can only support them in spirit. JPM: Our Dec-26 PT of HK$400 is derived from 30x"
X Link 2026-02-14T19:48Z [----] followers, [----] engagements
"@chipflare No I tagged the wrong one. It should be $SOYB or soybean derivatives And people should have sold soybean contracts before soybean agreement was violated🫡 Did you listen to me anon China bought exactly 8Mi ton US soybeans in [----] 2/3 of pledged amount😂 Lets find an excuse for both US and China: theyve never agreed on purchasing 8Mi ton soybeans before the end of [----]. US and China will be friends forever🤝 https://t.co/GjCGiWfj8S Did you listen to me anon China bought exactly 8Mi ton US soybeans in [----] 2/3 of pledged amount😂 Lets find an excuse for both US and China: theyve"
X Link 2026-01-12T15:25Z [----] followers, [---] engagements
"Very great threads on $TCOM violating anti-monopoly laws CN SAMR will likely order $TCOM to rectify [--]. two-choose-one exclusivity [--]. fixing/controlling prices on their platform and give merchants full autonomy It could severely impact $TCOM 🤔 @pandawatch88 [--]. One issue for regulators is that not only is $TCOM violating anti-monopoly laws but that they are doing it openly and on a large scale. M and more merchants are complaining and protesting about this both in person and on social media. @pandawatch88 [--]. One issue for regulators is that not only is $TCOM violating anti-monopoly laws but"
X Link 2026-01-14T08:51Z [----] followers, 11.9K engagements
"Certain short-selling funds appear to generate substantial profits by publishing unsubstantiated reports that move markets in their favor. Its a remarkably profitable strategy. Perhaps I should have entered that line of business sooner🤭 $APP $APP Just went through the Applovin short report and it's full of baseless accusations of money laundering surrounding Hao Tang who owns 4% of the company. [--]. They say Applovin installed gambling apps on users' phones discreetly through Array on behalf of some Chinese $APP Just went through the Applovin short report and it's full of baseless accusations"
X Link 2026-01-20T10:04Z [----] followers, [----] engagements
"All three narratives are retarded. $MRVL stepping into AEC stability is all we need CPO replacing AEC AEC is more suitable for 37m connections. Amazon reducing usage retarded I bought it at $133 $CRDO 🚀🚀 @LogicalThesis @ShortSeller Narrative was pretty nagative against $CRDO and $ALAB $MRVL step into AEC CPO replace AEC AMZN reduced the usage blahblah. I bought it at $128 yesterday will sell it over $150 or post ER. I think its fair value is supposed to be over $150. @LogicalThesis @ShortSeller Narrative was pretty nagative against $CRDO and $ALAB $MRVL step into AEC CPO replace AEC AMZN"
X Link 2026-01-28T06:52Z [----] followers, [----] engagements
"Yes if Anthropics AI model training costs exceed $100 billion then buy the purple cable company $CRDO 🚀🚀 @RYANHINGSHING Then buy purple cable company not amzn 🤗 @RYANHINGSHING Then buy purple cable company not amzn 🤗"
X Link 2026-01-28T12:21Z [----] followers, [----] engagements
"Going forward the LLM trend is sparse fine-grained MoE architectures. In training large models Nvidias Blackwell and Rubin platforms have an absolute advantage while TPU architectures show much lower architectural adaptability Ill add $NVDA $ORCL $MSFT LFG🚀🚀🚀🚀 @XTowardsDemo OAIAnthropoid GrokB GoogTPUGPUOAI OAITMTper DAU @XTowardsDemo OAIAnthropoid GrokB GoogTPUGPUOAI OAITMTper DAU"
X Link 2026-02-01T15:51Z [----] followers, [----] engagements
"Let me explain the risk-off🤔 - hedge fund gross/net exposures hit all time high - crowding trades are semi/AI/speculative AI while shorting traditional stocks -negative AI and Kevin Warsh narratives happened -risk-off mode -deleverage and short-squeeze happen at the same time"
X Link 2026-02-03T18:59Z [----] followers, 19.6K engagements
"Risk-off is a great chance for us to buy the $NVDA $ORCL $MSFT $AMZN dips😎 Market should be stable afterward as gamma positioning is positive and credit spreads arent tight Today is clearly Risk-Off Defensive sector $XLP is up +2% while tech sector $XLK is down -2% This only happened in 2000-2001 dot-com bust & January [----] (before Trump tariffs crash). https://t.co/UjZcZlLZmc Today is clearly Risk-Off Defensive sector $XLP is up +2% while tech sector $XLK is down -2% This only happened in 2000-2001 dot-com bust & January [----] (before Trump tariffs crash). https://t.co/UjZcZlLZmc"
X Link 2026-02-03T19:29Z [----] followers, [----] engagements
"JPMorgans estimates of SPY and QQQ short interest suggest inadequate risk aversion a view echoed by Goldman Sachs and Morgan Stanley🤔 Short sellers are capitulating: Short interest as a % of shares outstanding on the S&P [---] ETF $SPY is down to 9% near the lowest in [--] years. At the same time short interest in the Nasdaq [---] ETF $QQQ is down to 6% the lowest since at least [----]. Short interest levels https://t.co/gT1TwmvdJr Short sellers are capitulating: Short interest as a % of shares outstanding on the S&P [---] ETF $SPY is down to 9% near the lowest in [--] years. At the same time short"
X Link 2026-02-03T20:03Z [----] followers, [----] engagements
"@zephyr_z9 In late [----] Morgan Stanley released a report titled Memory - Winter Always Laughs Last.🤔"
X Link 2026-02-05T12:34Z [----] followers, [----] engagements
"@jukan05 @zephyr_z9 Yes🤣 He lowered the target stock price for SK Hynix from [------] won to [------] won afterward🤣 No one can forget this🤣"
X Link 2026-02-05T12:49Z [----] followers, [---] engagements
"Have explained the risk-off mode from both a fund-leverage perspective and a systematic fund perspective. If you believe the AI transformation and earnings are real then short-term sell-offs and FUD are a great opportunity to buy. Ill buy the $NVDA $ORCL $MSFT $AMZN dips 😎😎 Let me explain the risk-off🤔 - hedge fund gross/net exposures hit all time high - crowding trades are semi/AI/speculative AI while shorting traditional stocks -negative AI and Kevin Warsh narratives happened -risk-off mode -deleverage and short-squeeze happen at the same time https://t.co/CvnxfSxrQu Let me explain the"
X Link 2026-02-05T15:55Z [----] followers, 22.1K engagements
"Sell-off from systematic funds adding pressure to $NDX $SOX and AI stocks The market has triggered the first CTA sell-off level of $NDX which is around [-----]. Expecting a sell-off from CTA fund🤔 But I dont think the sell-off from systematic funds will be large The market has triggered the first CTA sell-off level of $NDX which is around [-----]. Expecting a sell-off from CTA fund🤔 But I dont think the sell-off from systematic funds will be large"
X Link 2026-02-05T16:02Z [----] followers, [----] engagements
"Yesbe cautious of CTA selling and the risk of a reverse gamma squeeze. These flows are largely mechanical rather than fundamental. As a result CTAs may indiscriminately sell even undervalued equities so we can consider gradually adding positions🤔 Tier1Alpha: Yesterday our CTA model flashed the largest single-day sell signal since March of last year indicating over $11b in net deleveraging. The concern with CTA flows is that once they start selling positioning can deteriorate rapidly with each subsequent decline https://t.co/u85u0wHsWU Tier1Alpha: Yesterday our CTA model flashed the largest"
X Link 2026-02-06T12:42Z [----] followers, [----] engagements
"@labubu_trader I didnt expect Amazon to announce $180B in capex. I only added $NVDA and $CRDO due to their low valuations🥲"
X Link 2026-02-06T15:37Z [----] followers, [----] engagements
"Lol. At least Ive bought the $NVDA $ORCL $CRDO dip I thought $MSFT / $AMZN would be squeezed below $390 and $200 but It didnt happen. I think theyre stable now so Ill add them on Monday🤔 Have explained the risk-off mode from both a fund-leverage perspective and a systematic fund perspective. If you believe the AI transformation and earnings are real then short-term sell-offs and FUD are a great opportunity to buy. Ill buy the $NVDA $ORCL $MSFT $AMZN dips 😎😎 Have explained the risk-off mode from both a fund-leverage perspective and a systematic fund perspective. If you believe the AI"
X Link 2026-02-06T21:01Z [----] followers, [----] engagements
"@bilcheng77 Too private but $NV is my biggest holding $MSFT is my second"
X Link 2026-02-09T15:27Z [----] followers, [---] engagements
"China's Northeast Securities: DRAM SSD and NAND FLash wafer price🤔 [----] https://t.co/p65TqtPqPN [----] https://t.co/p65TqtPqPN"
X Link 2026-02-09T16:38Z [----] followers, [----] engagements
"@ShanghaoJin hedge fund gross leverage ratio hedge fundnet leverage ratio🤔"
X Link 2026-02-09T16:58Z [----] followers, [----] engagements
"@humphilomath lol I think people underestimated the U.S. capability to produce 7N Ga and people havent calculated how much the U.S. need semi-grade Ga the proportion of Ga used in semiconductor cost structure. If they cant answer the above the questions I will just ignore their advice"
X Link 2026-02-09T19:44Z [----] followers, [---] engagements
"@REALFREEDOMCAT Thanks man. Now the Wall Street finally realise theyve made a retarded mistake"
X Link 2026-02-09T22:24Z [----] followers, [--] engagements
"Goldman estimated nonfarm payrolls rose by 45k in January below consensus of +70k and the two-month average of +53k. If this is the case I'll be closing the long-term Treasury receiver swaption position after the announcement🤔 $TMF Goldman on Wed's NFP: We estimate nonfarm payrolls rose by 45k in January below consensus of +70k and the two-month average of +53k. We estimate that private payrolls increased by 45k in January below consensus of +75k and the two-month average of +44k. Arguing for a https://t.co/OvPsFkEP8p Goldman on Wed's NFP: We estimate nonfarm payrolls rose by 45k in January"
X Link 2026-02-10T12:51Z [----] followers, [----] engagements
"@Sheikh__Zohaib LMAO"
X Link 2026-02-10T13:06Z [----] followers, [---] engagements
"@Sheikh__Zohaib Looks like Mixue snow king was the guy who destroyed Shanghai and the robots was trying to stop him🤣"
X Link 2026-02-10T13:15Z [----] followers, [--] engagements
"@Zlack00 @diyas_1989 Which stock🤔"
X Link 2026-02-10T21:57Z [----] followers, [--] engagements
"@labubu_trader @TShirtnJeans2 And Trump picks Warsh😎 There is no such thing as independence"
X Link 2026-02-10T22:13Z [----] followers, [---] engagements
"@DicksonPau SMIC didn't reveal the information but I guess it's China's CXMT"
X Link 2026-02-11T02:08Z [----] followers, [----] engagements
"People should've understood how world models work and its limitations before selling $U (or buying it in the first place). World model won't kill game engines. Game engine will be the execution and validation layers of AI-driven content pipeline🤔 $U lmao All the world models utilize Unity & Unreal for data gen lmao All the world models utilize Unity & Unreal for data gen"
X Link 2026-02-11T20:10Z [----] followers, [----] engagements
"@humphilomath Prompt: Suggest a book on reinforcement learning for wall street investors ChatGPT: Reinforcement Learning: An Introduction Richard S. Sutton & Andrew G. Barto Reinforcement Learning for Finance: A Python-Based Introduction Yves Hilpisch (2024)"
X Link 2026-02-11T20:26Z [----] followers, [---] engagements
"GLM5 isnt there yet for solving real world problems. Among Chinese models I personally prefer Minimax M2.5 more. Claude and GPT are still king🤔 GLM [--] is a benchmark beast that can't survive real work. I spent a day testing it. Here's what happened: Artificial Analysis Intelligence Index: Tied with Claude Opus [---] at [--]. Only [--] points behind Opus [---]. Bridge Bench (real world coding tasks): Claude Opus 4.6: [----] https://t.co/EjCV1oM6Lj GLM [--] is a benchmark beast that can't survive real work. I spent a day testing it. Here's what happened: Artificial Analysis Intelligence Index: Tied with"
X Link 2026-02-12T22:28Z [----] followers, [----] engagements
"Morgan Stanley: Alibaba: [----] CapEx [--] billion CapEx heavy NVIDIA GPU + Chip procurement is diversified Tencent: [----] CapEx [---] billion focused on WeChat AI integration not To B. Baidu: CapEx may decrease prioritizing internal R&D over external procurement"
X Link 2025-09-09T01:57Z [----] followers, [----] engagements
"Morgan Stanley on AI adoption: -SPX: 15% of companies reported quantifiable AI gains in Q3 [----] (vs. 14% in Q2 11% YoY) -AI Adopters: 24% reported quantifiable AI gain in Q3 [----] (vs. 21% in Q2 15% YoY) -Top Benefits: operational efficiency cost savings and revenue growth"
X Link 2025-11-09T13:18Z [----] followers, [----] engagements
"The CPU shortage has fully erupted. -Nvidia's Blackwell architecture is experiencing severe CPU bottlenecks with its ARM CPUs -Rubin architecture to significantly increase CPU core counts -Nvidia plans to open up support for Intel x86 CPUs in its NVL72 $INTC LFG 🚀🚀 CPU - BlackwellARM CPUCPURubinCPU - x86 CPUNVL72 - Agent CPU - BlackwellARM CPUCPURubinCPU - x86 CPUNVL72 - Agent"
X Link 2026-01-18T07:20Z [----] followers, 98.6K engagements
"SMICs operating results are good. But ROE for the 4th quarter is 0.81% Investing its money in the U.S. treasury market will earn more profit🤔 2025178.1311.9% 16.0241.5% 12.2323.2% https://t.co/hmiclz0esb 2025178.1311.9% 16.0241.5% 12.2323.2% https://t.co/hmiclz0esb"
X Link 2026-02-10T09:53Z [----] followers, [----] engagements
"😉 😉 Guangdong food best food in China. People should eat proper food @RYANHINGSHING @rickawsb @RYANHINGSHING @rickawsb"
X Link 2026-02-15T12:25Z [----] followers, [----] engagements
"Kuaishou Kling's motion control is successful According to JPM and SensorTower data Klings revenue tripled in just a few days. Special thanks to Nvidias Blackwell🤣 Joining the trend. Kling [---] Motion Control 🔥 https://t.co/58NxbqDofj Joining the trend. Kling [---] Motion Control 🔥 https://t.co/58NxbqDofj"
X Link 2026-01-06T07:00Z [----] followers, [----] engagements
"Did you invest in $GDS before the H200 deal anon😎 @humphilomath Maybe a bit late to ask this question🤔 I invested in $NVDA $GDS $SOY @humphilomath Maybe a bit late to ask this question🤔 I invested in $NVDA $GDS $SOY"
X Link 2026-01-12T15:11Z [----] followers, 22.9K engagements
"Although CTA funds will be selling stocks $SPX gamma remains positive. Im also expecting additional yen carry-trade flows as Sanaenomics encourages it and Japans political environment has now stabilized. So CTA selling might be negligible🤔 From the Week Ahead sent out to subscribers (https://t.co/nObl75lUwL) Sunday: BoA on SPX gamma: SPX dealer gamma was tepid this week averaging long +$3.9bn compared to the more material +$8.4bn averaged during January. As a general rule SPX gamma tends to exhibit a positive https://t.co/47FDpCb7K1 From the Week Ahead sent out to subscribers"
X Link 2026-02-09T12:59Z [----] followers, [----] engagements
"Seed2.0 Pro is chasing right behind Western models One fact: It was trained on OVERSEAS NVIDIA GPUS LEGALLY😉 Now we should know what to buy $NVDA $ORCL 🚀🚀🚀🚀 Seed [---] Pro released. Reaching the Frontier. Model Card: https://t.co/zmyZWrYlwv https://t.co/uBgGKFXd66 Seed [---] Pro released. Reaching the Frontier. Model Card: https://t.co/zmyZWrYlwv https://t.co/uBgGKFXd66"
X Link 2026-02-14T13:37Z [----] followers, [----] engagements
"A trend toward longer-context and longer-horizon agents has emerged empirically $NVDA anticipated this and developed the BlueField DPU and Rubin CPX to manage and compute KV cache efficiently and cost-effectively. $NVIDIA will still be the king🚀🚀 Outmatching $GOOG and $AMD Wow M2.5 set a new record on this metric they processed 430B input tokens and 2.64B output tokens on OpenRouter yesterday the in:out ratio is astonishing 163:1. Wow M2.5 set a new record on this metric they processed 430B input tokens and 2.64B output tokens on OpenRouter yesterday the in:out ratio is astonishing 163:1"
X Link 2026-02-14T22:13Z [----] followers, [----] engagements
"@ShanghaoJin $AMZN 😎😎🚀🚀"
X Link 2026-02-16T01:49Z [----] followers, [----] engagements
"Have you become rich now anon $LX $QFIN $FINV @capitalatrisk23 @iLike31415 @pandawatch88 Fintech coms are loan facilitators and consumer finance companies. Loan facilitators will not die and you can access the impact on the fintech companies @capitalatrisk23 @iLike31415 @pandawatch88 Fintech coms are loan facilitators and consumer finance companies. Loan facilitators will not die and you can access the impact on the fintech companies"
X Link 2025-10-31T14:12Z [----] followers, [----] engagements
"11 [--] $QFIN [----] [--] : [--] [--] 24% [--] : 20% [--] [--] $QIN $LX $LU $FINV"
X Link 2025-11-08T13:52Z [----] followers, [----] engagements
"GS expects a drop in CAPEX for Chinese CSPs in Q3/Q4 [----] I guess Bytedance and $BABA made advance purchases of $NVDA chips in Q4 [----] and Q2 [----]. $GDS and $VNET also expect that their performance remains unaffected. China may have currently stockpiled sufficient Nvidia chips🤔"
X Link 2025-11-11T09:42Z [----] followers, 16.5K engagements
"owned a decent amount of kuaishou partly because of this post. valuation is still cheap. will hold it😎 Video AI will take off because of GB200 + GB300 racks + Rubin CPX🤔 http://01024.HK "built for million-token coding and generative video" Video will take off next year (along with storage) @ResearchQf http://01024.HK "built for million-token coding and generative video" Video will take off next year (along with storage) @ResearchQf"
X Link 2026-01-05T15:35Z [----] followers, [----] engagements
"China's innovative drugs are no longer just me-too or me-better; now there are a large number of first-in-class and quite a few best-in-class ones. 🤔 China is making more money on Biotech than EVs from overseas mkt. China struck out-licensing deals of up to $136B in [----] w/ $7B up-front payment (150x vs 2019). Dec saw [--] deals of $16B in value. Biggest deals went to HengRui GeneQuantum & innovent. AI is widely used. https://t.co/CvJQ0vCBhh China is making more money on Biotech than EVs from overseas mkt. China struck out-licensing deals of up to $136B in [----] w/ $7B up-front payment (150x vs"
X Link 2026-01-10T13:00Z [----] followers, [----] engagements
"Now $59. Happy with a dishonest company who has been violating antitrust laws😎 $TCOM Very great threads on $TCOM violating anti-monopoly laws CN SAMR will likely order $TCOM to rectify [--]. two-choose-one exclusivity [--]. fixing/controlling prices on their platform and give merchants full autonomy It could severely impact $TCOM 🤔 https://t.co/S7GO5URWeI Very great threads on $TCOM violating anti-monopoly laws CN SAMR will likely order $TCOM to rectify [--]. two-choose-one exclusivity [--]. fixing/controlling prices on their platform and give merchants full autonomy It could severely impact $TCOM 🤔"
X Link 2026-01-15T03:06Z [----] followers, [----] engagements
"Goldman Sachs on $TCOM -continues to dominate the Chinese OTA market -increased penetration in lower-tier cities -advancement of its content strategy -recovery of its international business -approximately 14x P/E for fiscal year [----] LFG🚀🚀 Very great threads on $TCOM violating anti-monopoly laws CN SAMR will likely order $TCOM to rectify [--]. two-choose-one exclusivity [--]. fixing/controlling prices on their platform and give merchants full autonomy It could severely impact $TCOM 🤔 https://t.co/S7GO5URWeI Very great threads on $TCOM violating anti-monopoly laws CN SAMR will likely order $TCOM"
X Link 2026-01-16T16:27Z [----] followers, [----] engagements
"@swh16888 @xionnxionn1 Claude 5.0Trainium [--] amazon"
X Link 2026-02-05T14:14Z [----] followers, [----] engagements
"Anthropics original plan was to raise $10B but media reports say demand outstripped supply reaching $20B and in the end they actually raised $30B. Revenue ARR has already exceeded expectations at $14 billion. $AMZN $CRDO will accelerate😉 Anthropic100200300ARR140 Anthropic100200300ARR140"
X Link 2026-02-12T23:17Z [----] followers, [----] engagements
"@TShirtnJeans2 @labubu_trader It doesnt have to be. IMO the downside risk is huge relative to the upside. If the market goes down(triggered by negative event) CTA vol control and market makers will be forced to sell dragging it further downwards🤔 And thats why market is buying put pulling up VIX"
X Link 2026-02-13T21:56Z [----] followers, [---] engagements
"@TShirtnJeans2 @labubu_trader Youre thinking too much its the option activities CTA and vol control all together creating the market instability structure. A negative event might not be the reason for the structure but you should treat a negative event as a trigger of collapse/amplifier"
X Link 2026-02-13T22:18Z [----] followers, [--] engagements
"@TShirtnJeans2 @labubu_trader v4 light is in the website and app already"
X Link 2026-02-13T22:18Z [----] followers, [---] engagements
"@jasonfurman Hi Mr. Furman can you explain what is the BLS measurement issue"
X Link 2026-02-13T22:51Z [----] followers, [---] engagements
"@humphilomath @zephyr_z9 I think Teor is a serious tech guy. Sometimes I have completely opposite views from him but I believe he speaks what he truly believes so I respect what he says"
X Link 2026-02-14T22:33Z [----] followers, [--] engagements
"$TCOM definitely knew the antitrust probe few days ago. Honesty and Compliance are what every company needs🤔 TCOM management [--] days ago and [--] days ago. They really had no clue I mean at least the QFIN guys you smelled them being wishywashy since 1Q25 before the hammer came in summer "going to be prudent on growth." etc https://t.co/6oXYq1YkFr TCOM management [--] days ago and [--] days ago. They really had no clue I mean at least the QFIN guys you smelled them being wishywashy since 1Q25 before the hammer came in summer "going to be prudent on growth." etc https://t.co/6oXYq1YkFr"
X Link 2026-01-14T14:38Z [----] followers, [----] engagements
"Very interesting🤔 Goldman estimated the BLS birth-death model inflated 70k jobs in January (including 50k in healthcare and education) with underlying job growth running at about 55k I decide to sell my receiver interest rate swaption later due to the nonsense number😉 $TMF Goldman on NFP: The BLS introduced a methodological change to how it estimates net business formation (the birth-death model) that we suspect increased the volatility of monthly job growth in January. We estimate that the birth-death model boosted job growth in January by https://t.co/cJGMDsx0oO Goldman on NFP: The BLS"
X Link 2026-02-12T12:52Z [----] followers, [----] engagements
"Shares of Nvidia fell because -Ullal said that a year ago about 99% of deployments were Nvidia and now about 20% to 25% use AMD. -equivalently it fell because Nvidia developed NVL72 and Spectrum-X Very hilarious😎 $NVDA $AMD Nvidia's stock is down and AMD is up. The culprit may be Arista. @CNBC https://t.co/kiSRpPxcCQ $NVDA $AMD Nvidia's stock is down and AMD is up. The culprit may be Arista. @CNBC https://t.co/kiSRpPxcCQ"
X Link 2026-02-14T02:14Z [----] followers, [----] engagements
"@TShirtnJeans2 The market is retarded again😅"
X Link 2026-02-14T02:14Z [----] followers, [---] engagements
"Baidu Bytedance and Verisilicon() Mass production soon🤫 $BIDU Whats noteworthy about the ByteDanceSamsung Foundry rumor is that ByteDance is reportedly looking to use Samsungs foundry services as a way to secure memory supply from Samsung. Yes Samsung is leveraging the current severe memory supply shortage to win more foundry orders. https://t.co/a7HmfmdByn Whats noteworthy about the ByteDanceSamsung Foundry rumor is that ByteDance is reportedly looking to use Samsungs foundry services as a way to secure memory supply from Samsung. Yes Samsung is leveraging the current severe memory supply"
X Link 2026-02-16T04:44Z [----] followers, [----] engagements
"People are betting against SoftBank OAI and $ORCL again now🫢 1/2 $AI Credit Default Swap spreads are surging again w/ @SoftBank at the widest in [--] months. Given: default probability = (CDS spread) (1 - recovery rate) or (3.09%) (1 - 40%) = 5.1%/yr (25% in total) the mkt is saying @SoftBank has 1-in-4 odds of defaulting in 5yrs. https://t.co/xkXMuXNGrx 1/2 $AI Credit Default Swap spreads are surging again w/ @SoftBank at the widest in [--] months. Given: default probability = (CDS spread) (1 - recovery rate) or (3.09%) (1 - 40%) = 5.1%/yr (25% in total) the mkt is saying @SoftBank has 1-in-4"
X Link 2026-01-21T03:01Z [----] followers, [----] engagements
"No 14A foundry customer announcements🫢 I guess the market is expecting too much🤣 $INTC 📉 $INTC CFO Dave Zinsner tells me don't expect 14A foundry customer announcements until back half of year. The real signal will be increased capex on 14A - CEO LBT is holding back spending until customers commit. "Once we get them we're going to need to start spending capital." $INTC CFO Dave Zinsner tells me don't expect 14A foundry customer announcements until back half of year. The real signal will be increased capex on 14A - CEO LBT is holding back spending until customers commit. "Once we get them"
X Link 2026-01-22T21:38Z [----] followers, [----] engagements
"$INTC misjudged data center unit demand🤣 Maybe Intel thought nobody liked its DC products In responding $INTC CFO admitted Intel misjudged data center unit demand & that the hyperscaler shift caught them off guard despite owning fabs. "Core count was absolutely looking like it would increase but the units were not expected to increase.it has rapidly increased https://t.co/hIiObr0AT0 In responding $INTC CFO admitted Intel misjudged data center unit demand & that the hyperscaler shift caught them off guard despite owning fabs. "Core count was absolutely looking like it would increase but the"
X Link 2026-01-22T23:08Z [----] followers, [----] engagements
"@mean_field_zane $INTC Deleveraging is happening both the reverse gamma squeeze and long squeeze. And lots of call around $49-$55 will be expired tonight. Mr. Labubu is skillful in this. You could gauge his assessment of market sentiment https://x.com/labubu_trader/status/2014487441353408834 And of course $INTC something I love to buy but would wait until next Tuesday to make sure the sell pressure is fully realeased. https://x.com/labubu_trader/status/2014487441353408834 And of course $INTC something I love to buy but would wait until next Tuesday to make sure the sell pressure is fully"
X Link 2026-01-23T11:23Z [----] followers, 21.6K engagements
"23 year useful life they said. But H100 rental prices are climbing again. @michaeljburry Michael Burry must be revisiting his model😎 $NVDA $ORCL $MSFT $AMZN LFG🚀🚀🚀🚀 H100 rental prices are up only since Claude [---] Opus launch https://t.co/RHMtcoQcAq H100 rental prices are up only since Claude [---] Opus launch https://t.co/RHMtcoQcAq"
X Link 2026-01-24T07:42Z [----] followers, 57.6K engagements
"Has US noticed that Chinese HPC chip companies have been placing large orders to Samsung(legally) Or maybe US has acquiesced to it🤔 Signs of Thawing U.S.-China Tensions: Chinese Fabless Firms Increase Orders to Samsung Foundry "Last year many Chinese clients utilizing Samsung Electronics foundry services frequently abandoned their projects just prior to mass production. This was primarily due to the high https://t.co/mknSM7nTUz Signs of Thawing U.S.-China Tensions: Chinese Fabless Firms Increase Orders to Samsung Foundry "Last year many Chinese clients utilizing Samsung Electronics foundry"
X Link 2026-01-26T09:29Z [----] followers, [----] engagements
"$INTC The major reverse gamma squeeze has ended on last Friday. But long squeeze and margin call forced liquidation is still happening(at least in the morning). Gamma is still negative due to Feb option contracts which amplifies volatility🤔 @mean_field_zane $INTC Deleveraging is happening both the reverse gamma squeeze and long squeeze. And lots of call around $49-$55 will be expired tonight. Mr. Labubu is skillful in this. You could gauge his assessment of market sentiment https://t.co/euMj0pcvWp @mean_field_zane $INTC Deleveraging is happening both the reverse gamma squeeze and long"
X Link 2026-01-26T14:56Z [----] followers, 18K engagements
"Non-sophisticated investors could choose $TMF option over 20-year swaption🤔 [--]. PV01 = [--] years vs TMF's Effective Duration = [--] years [--]. If "rates" drop by 0.2% suddenly TMF option delivers 2x ROI of swaption(I used Bachelier and Black) [--]. But TMF's damaged by volatility decay If you buy 20-year treasury receiver swaptions. 🤑🤑🤑🤑 https://t.co/ViTa7WU37D If you buy 20-year treasury receiver swaptions. 🤑🤑🤑🤑 https://t.co/ViTa7WU37D"
X Link 2026-01-27T11:53Z [----] followers, [----] engagements
"@ShanghaoJin It looks like $TMF call option is attractive for short term bet as well😂"
X Link 2026-01-27T12:05Z [----] followers, [---] engagements
"GOOGL Cloud A3-ultra VM (H200 x 8) rent price hike😎 @michaeljburry what do you have to say about GPUs depreciation🤔 $ORCL $MSFT $AMZN 🚀🚀 $GOOGL Cloud A3-ultra VM (H200 x 8) rent price hike in Asia/Europe region. https://t.co/sIbO3pmCPJ $GOOGL Cloud A3-ultra VM (H200 x 8) rent price hike in Asia/Europe region. https://t.co/sIbO3pmCPJ"
X Link 2026-01-27T14:02Z [----] followers, [----] engagements
"Interesting Here is what Drew Thompson the former Department of Defense official responsible for China Taiwan & Mongolia said about China without Zhang Youxia: US deterrence strategy toward China could fail because CMC can no longer assess military capabilities objectively🤔"
X Link 2026-01-27T16:19Z [----] followers, [----] engagements
"@swh16888 Not a great hedge INTC will be fucked if theres a Taiwan strait war"
X Link 2026-01-27T16:45Z [----] followers, [---] engagements
"Anthropics AI model training costs will exceed $100 billion. $AMZN s AWS will grow explosively The InformationAnthropic18055020282029AnthropicAI1000 https://t.co/lIaq945qt4 The InformationAnthropic18055020282029AnthropicAI1000 https://t.co/lIaq945qt4"
X Link 2026-01-28T12:04Z [----] followers, [----] engagements
"Interesting SPX gamma will be peaked at [----] where volatility will be compressed🤔 Maybe it's time to buy options🤔 BoA on SPX gamma: "SPX gamma was $11bn (93rd 1y %ile) last Friday but it gapped lower to a measly $2.0bn concurrent with the equity decline on Tuesday. The remainder of the week though gamma grew alongside equities and was +$6.0bn (75th 1y %ile) as of Thursdays close. https://t.co/b5vwN4YIUg BoA on SPX gamma: "SPX gamma was $11bn (93rd 1y %ile) last Friday but it gapped lower to a measly $2.0bn concurrent with the equity decline on Tuesday. The remainder of the week though gamma"
X Link 2026-01-28T16:16Z [----] followers, [----] engagements
"@labubu_trader @pafuncio_og For an extremely leveraged and crowded trade First day is reverse gamma squeeze and margin call Second day morning is margin call from previous days loss. Whether there is a margin call in afternoon depends on the mornings loss. So 2.5-3 days"
X Link 2026-01-28T18:36Z [----] followers, [---] engagements
"Very interesting article on whether Trump should strike Iran from the strategic point of view. I think it is quite representative of the debates among experts on Iran politics You will not find a more thoughtful discussion of the options before Trump on Iran than this by @citrinowicz and @JasonMBrodsky: https://t.co/sHdnTSFF1Z You will not find a more thoughtful discussion of the options before Trump on Iran than this by @citrinowicz and @JasonMBrodsky: https://t.co/sHdnTSFF1Z"
X Link 2026-01-28T19:49Z [----] followers, [----] engagements
"@humphilomath @cherylwoooo Here you go. A great Chinese company you cant buy🫡 Now 125🫡 Did you listen to me anon Kematek() will be making advanced ceramic heaters for Naura Piotech and AMEC. Thanks to Applied Materials $AMAT and the Biden administration 🫢 But itll take much much longer time for electrostatic chuck to become mature🤔 https://t.co/kljnhYetCV Did you listen to me anon Kematek() will be making advanced ceramic heaters for Naura Piotech and AMEC. Thanks to Applied Materials $AMAT and the Biden administration 🫢 But itll take much much longer time for electrostatic chuck to"
X Link 2026-01-28T21:14Z [----] followers, [---] engagements
"@kakashiii111 I think its valid in accounting 🤔"
X Link 2026-01-28T22:16Z [----] followers, [---] engagements
"😂 Fairwater AI center2026ramp upNvidia Blackwell😂 $MSFT $MSFT CFO: "In Azure we expect Q3 revenue growth to be between [--] and 38% in cc against a prior year comparable that included significantly accelerating growth rates in both Q3 and Q4.demand continues to exceed supply and we will need to continue to balance the incoming https://t.co/SdyedzH9J2 $MSFT CFO: "In Azure we expect Q3 revenue growth to be between [--] and 38% in cc against a prior year comparable that included significantly accelerating growth rates in both Q3 and Q4.demand continues to exceed supply and we will need to continue"
X Link 2026-01-29T00:13Z [----] followers, 21.7K engagements
"Iran recovers thousands of missiles and launchers enabling saturation attack targeting oil facilities and important infrastructure when Iran think it is facing existential threat🤔 It could cause an economic turmoil. Trump admin should a plan to deal with it🤔"
X Link 2026-01-29T15:58Z [----] followers, [----] engagements
"https://www.wsj.com/world/middle-east/a-battered-iran-is-still-able-to-mount-a-deadly-response-to-u-s-strikes-6331080f https://www.wsj.com/world/middle-east/a-battered-iran-is-still-able-to-mount-a-deadly-response-to-u-s-strikes-6331080f"
X Link 2026-01-29T15:58Z [----] followers, [---] engagements
"Looks like Trump is deploying a long-range strike package to middle east🤔 Four KC-46A Pegasus tankers six growlers and destroyers are arriving🤔 BREAKING: Four KC-46A Pegasus tankers just left the U.S. and are flying across the Atlantic Ocean. They are flying together with six EA-18G Growler electronic warfare aircraft which took off from Virginia. Very bad news for the Islamic regime in Iran https://t.co/cRgycLwmYL BREAKING: Four KC-46A Pegasus tankers just left the U.S. and are flying across the Atlantic Ocean. They are flying together with six EA-18G Growler electronic warfare aircraft"
X Link 2026-01-29T17:33Z [----] followers, [----] engagements
"Very interesting There arent many chances to see C-5 Galaxy military transport aircraft but they are carrying Patriot and THAAD systems to the Middle East🤔 ✈ According to reports the US Air Force is mass-transporting components of air defense systems (MIM-104 Patriot & Thaad) from the mainland of the country using C-17 Globemaster and C-5 Galaxy military transport aircraft to the Middle East in anticipation of an expected https://t.co/ZxCcZaiGsQ ✈ According to reports the US Air Force is mass-transporting components of air defense systems (MIM-104 Patriot & Thaad) from the mainland of the"
X Link 2026-01-29T18:44Z [----] followers, [----] engagements
"Former Iranian Economy Minister threatened the US by questioning Western tolerance for higher energy costs. USs hesitating as the economic impact could be enormous. US will need more military assets in the Middle East🤔 Will buyers in the global oil market tolerate prices above $90 per barrel #Iran Will buyers in the global oil market tolerate prices above $90 per barrel #Iran"
X Link 2026-01-29T20:59Z [----] followers, [----] engagements
"More military assets are heading to the Middle East😂 It will be a very large scale strike if all military assets are used Same F-35A & EA-18G Growlers (6 units of each) that participated in the attack against Venezuela arrived in Spain will be deployed to the region to attack Iran. https://t.co/DTF9mOeG0Y Same F-35A & EA-18G Growlers (6 units of each) that participated in the attack against Venezuela arrived in Spain will be deployed to the region to attack Iran. https://t.co/DTF9mOeG0Y"
X Link 2026-01-29T22:21Z [----] followers, 15.6K engagements
"@humphilomath "The Western world was stunned when DeepSeek released its R1 model" I won't use deepseek even if I'm in mainland China. does he imply the same will happen to Chinese robots"
X Link 2026-01-31T03:56Z [----] followers, [---] engagements
"@TShirtnJeans2 @diyas_1989 Yes. Google has TPU-Gemini ecosystem. Anthropic is migrating to TPU and Trainium. Nvidia doesnt want to see OpenAI migrating to Trainium or developing its own ASIC"
X Link 2026-01-31T04:31Z [----] followers, [---] engagements
"@oren_sultan @zephyr_z9 Meta's been releasing high-quality research papers again and again. Keeping going. looking forward to you guys releasing quasi-frontier models🫡"
X Link 2026-02-01T09:00Z [----] followers, [--] engagements
"@jukan05 You could use or xiecheng to search hotels🤔 And I prefer Shangri-La to four season🤔 http://trip.com http://trip.com"
X Link 2026-02-01T13:01Z [----] followers, [----] engagements
"Ill buy the $NVDA $ORCL $MSFT $AMZN dips please crash😎😎"
X Link 2026-02-03T19:02Z [----] followers, [----] engagements
"@zephyr_z9 @jukan05 Yes still in Morgan Stanley writing memory price few days ago🤔 I respect this guy but I still associate his name with the memory winter"
X Link 2026-02-05T12:55Z [----] followers, [---] engagements
"@t2ttbillsclub Yes. Im not gonna buy lots of $ORCL 🤔"
X Link 2026-02-05T16:04Z [----] followers, [---] engagements
"@TShirtnJeans2 @Midnight_Captl @dylan522p Can you find the time when he was talking about NVDAs revenue🤔"
X Link 2026-02-05T17:07Z [----] followers, [---] engagements
"@bilcheng77 You cant predict how much it drops. But what you can calculate is the NVDAs [----] earnings based on the amount of CoWoS it gets and I get the forward P/E 18x. I dont expect a market crash at this moment. So I think [---] is very low and I wont expect a large decline anymore"
X Link 2026-02-05T17:25Z [----] followers, [---] engagements
"GPT5.3-Codex was co-designed for trained with and served on NVIDIA GB200 NVL72 Now everyone should know what to buy $NVDA $MSFT $ORCL 🚀🚀 Twink Altman launching GPT [---] Codex and demolishing Opus [---] (65.4%) in minutes is a fitting response https://t.co/WCp1VCrW2O Twink Altman launching GPT [---] Codex and demolishing Opus [---] (65.4%) in minutes is a fitting response https://t.co/WCp1VCrW2O"
X Link 2026-02-05T18:35Z [----] followers, [----] engagements
"@CyberrBandera Ive watched zephyrs post and have loaded with tons of memory stocks. Its not suitable for me to allocate more to them for the risk management purpose"
X Link 2026-02-05T18:40Z [----] followers, [---] engagements
"@labubu_trader Many stocks are being reverse-gamma-squeezed. Microsoft and Oracle have entered penetrated the put wall. Options will be expired at 6th Feb so maybe stock will be stable on next Monday🤔"
X Link 2026-02-05T20:31Z [----] followers, [---] engagements
"@humphilomath High salary If I were they and were looking for money Id rather choose the Hong Kong University of Science and Technology"
X Link 2026-02-05T20:38Z [----] followers, [---] engagements
"SPX gamma will flip negative at a level of [----]. Very dangerous position for $SPX now From the Week Ahead (https://t.co/E3LRhJlmJ2) BoA on SPX gamma: SPX dealer gamma was supported this week with an average level of +$7.9bn continuing the trend of notably higher gamma so far in [----] (avg. of +$8.6bn YTD) compared to [----] (avg. of +$3.6bn). As of Thursdays https://t.co/lUetpKqeAk From the Week Ahead (https://t.co/E3LRhJlmJ2) BoA on SPX gamma: SPX dealer gamma was supported this week with an average level of +$7.9bn continuing the trend of notably higher gamma so far in [----] (avg. of +$8.6bn"
X Link 2026-02-06T10:04Z [----] followers, [----] engagements
"@AtulyaGopaljee @labubu_trader No Im confident in CRDO. Ill ignore the CPO Scale-up FUD"
X Link 2026-02-06T16:09Z [----] followers, [---] engagements
"Chinas Caixin has revealed the US-TikTok deal ByteDance Tiktok: 100% ownership of TikTok US. licenses IP to TikTok USDS TikTok USDS: operate Tiktok US. Control US Data. Revenue Sharing: Between US investors & 19.9% ByteDance. Therefore US investors are operators not owners"
X Link 2025-09-26T14:33Z [----] followers, 249.9K engagements
"There are lots of false rumours about breakthroughs in Chinas semi industry. One of them is that Shanghai Micro Electronics Equipment(SMEE) had developed an extreme ultraviolet lithography machine and displayed it at a major trade show in Shanghai which is obviously false. A false rumor about a breakthrough chip machine fueled a rally in Chinese tech stocks showing how eager investors are for signs of progress https://t.co/JkDM9yLe4c A false rumor about a breakthrough chip machine fueled a rally in Chinese tech stocks showing how eager investors are for signs of progress"
X Link 2025-10-03T17:49Z [----] followers, 13.8K engagements
"@Jukanlosreve @grok Kingsoft http://3888.HK http://3888.HK"
X Link 2025-10-12T06:26Z [----] followers, [---] engagements
"MS finally realised Naura and AMECs deposition tools are now used in SMICs advanced node chips🤔 Cmon China is only [--] years behind in PVD CVD and etcher The battle between MS and Semianalysis: @SemiAnalysis_ and @dylan522p win again🤔 WFE component export controls could slow China down WFE export controls won't do anything WFE component export controls could slow China down WFE export controls won't do anything"
X Link 2025-10-21T11:08Z [----] followers, 13.7K engagements
"iPhone Airs sales in China have fallen short of expectations too🤔 Too expensive for Chinese and they are not familiar with eSIM🤔 Rumor: iPhone Airs sales outside China have fallen short of expectations. As a result the production side has reportedly halted the initial pre-processing stage of manufacturing since the existing stockpile is sufficient. Currently production lines are said to be operating https://t.co/crjw8fZqcI Rumor: iPhone Airs sales outside China have fallen short of expectations. As a result the production side has reportedly halted the initial pre-processing stage of"
X Link 2025-10-22T08:23Z [----] followers, [----] engagements
"Hu Xijin: Brazilians took advantage of the Sino-US trade war to raise soybean prices hoarding and speculating. Well now they can keep it all and eat it themselves😁😁 Words in the video: (Brazil) Forces China to concede on food security Interesting🤔"
X Link 2025-10-27T07:58Z [----] followers, 28.2K engagements
"Innolight announced that on November [--] [----] its board approved a plan to issue H-shares and list on the Hong Kong Stock Exchange. The management is authorized to begin preparatory work for the listing within [--] months from the boards approval date😎"
X Link 2025-11-10T12:46Z [----] followers, 34K engagements
"$QFIN $FINV TUE WED Q3 30💪😎 THE MASTER EARNINGS CALENDAR Here are the most popular stocks that report earnings this week November 17th - November 21st https://t.co/JjXg2o8gBT THE MASTER EARNINGS CALENDAR Here are the most popular stocks that report earnings this week November 17th - November 21st https://t.co/JjXg2o8gBT"
X Link 2025-11-16T18:19Z [----] followers, [----] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing