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@R_and_Invest Avatar @R_and_Invest Research & Invest

Research & Invest posts on X about $googl, $asml, $lrcx, asml the most. They currently have XXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

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Mentions: XX #

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Followers: XXX #

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CreatorRank: XXXXXXX #

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Social Influence #

Social category influence finance XX% stocks XXXXX% technology brands XXXXX% cryptocurrencies XXXXX% countries XXXX% currencies XXXX% social networks XXXX%

Social topic influence $googl 11.36%, $asml #68, $lrcx #30, asml #123, meta 6.82%, $avgo 6.82%, $mu #128, $msft 6.82%, $tsm #128, $amat #45

Top accounts mentioned or mentioned by @opu61659893 @ericjhonsa @elonmusk @communitynotes @grok @tesla @gfilche @crussian17 @anthropicai @broadcom @wisemancap @nikesharora @investornick @techfundies @target @krispatel99 @investor_nick_ @delavegapablox @itsamekaaay @jespabe

Top assets mentioned Alphabet Inc Class A (GOOGL) Lam Research Corporation (LRCX) Broadcom, Inc. (AVGO) Micron Technology, Inc. (MU) Microsoft Corp. (MSFT) Taiwan Semiconductor (TSM) Applied Materials, Inc. (AMAT) Axcelis Technologies Inc (ACLS) Entegris, Inc. (ENTG) MKS Instruments Inc (MKSI) Advanced Energy Industries Inc (AEIS) KLA Corp (KLAC) Onto Innovation Inc. (ONTO) Four (FORM) Teradyne, Inc. (TER) Sea Limited (SE) Metadium (META) QUALCOMM, Inc. (QCOM) Spacemesh (SMH) Intel Corporation (INTC) NVIDIA Corp. (NVDA) Advanced Micro Devices (AMD) Apple, Inc. (AAPL) VMware, Inc. (VMW) Rigetti Computing, Inc. Common Stock (RGTI) Axon Enterprise, Inc. (AXON) United Microelectronic Corp. (UMC) Orochi Network (ON) GlobalFoundries, Inc. (GFS) Texas Instruments (TXN) Aditus (ADI) Microchip Technology Inc. (MCHP) Streamity (STM) Marvell Technology Inc (MRVL) NXP Semiconductors NV (NXPI) Skyworks Solutions Inc (SWKS) Amazon.com, Inc. (AMZN) Oklo Inc. (OKLO) Palantir (PLTR) AST SpaceMobile, Inc. Class A Common Stock (ASTS) Western Union Co (WU) Sandisk Corporation Common Stock (SNDK) Stacks (STX)

Top Social Posts #

Top posts by engagements in the last XX hours

"#Semicap comp sheet #Semiconductors Forward P/E FRONT-END $ASML 40x $AMAT 24x $LRCX 29x $KLAC 30x $ACLS 20x Sub-system/Sub Contractors/Component $ENTG 26x $MKSI 17x $AEIS 31x $UCTT 20x $ICHR 60x BACK-END $TER 31x $ONTO 22x $FORM 32x $COHU na $AEHR na"
X Link @R_and_Invest 2025-10-24T21:47Z XXX followers, 1848 engagements

"$SE Nice to see the market share by Shopee / others. From BOA/Cube Insights. Indonesia is XX% of SE Asia. Philippines Vietnam and Thailand are combined 40%. SE continues to do well in ecommerce. Not sure why Malaysia is highlighted second in the table its small vs. others in reality. While SE Asia GDP is growing 4-5% e-comm is growing 15%+. Should be fun to watch this co long term"
X Link @R_and_Invest 2025-10-28T16:16Z XXX followers, 2485 engagements

"@EricJhonsa 6M already shipped means (by Oct). So rest 14M next XX months. $375B-$400B over 14-15 months. So $75B / qtr or $20B upside for FY ending Jan 2027"
X Link @R_and_Invest 2025-10-28T18:56Z XXX followers, 1062 engagements

"Core PCE not including Tariffs is XXX% Wow Powell really wants this market to melt up. Who is then paying the tariffs and increasing inflation 🤣🤣"
X Link @R_and_Invest 2025-10-29T18:53Z XXX followers, XXX engagements

"$Avgo cleanest report guide. My first stock when I opened the fund was $VMW. I thought like $Googl Vm Ware was a clean monopoly. Could raise prices high ROIC. But they never really grew. Hock Tan takes over - grows it 15-20% or 2x the rate & increases op margin within 12-18 months. What an insanely good operator/manager. Sorry if you know and if I am boring you but Avgo gets buried under other sexy Semi stories but Hock taking out best assets leveraging up and then deleveraging to drive 25-30% increase in earnings CAGR is really any PEs dream. And we all can participate"
X Link @R_and_Invest 2025-09-04T20:54Z XXX followers, 1077 engagements

"This is not always a good reflection of where markets or stocks are going. I can think of numerous examples. $RGTI CEO sold 1M shares at $XX and stock rallied to $XX. $AXON CEO / mang have been selling for a decade but he sold literally $80-100M in 2024 or more and saw stock rally another 60-80%"
X Link @R_and_Invest 2025-10-23T14:53Z XXX followers, XXX engagements

"$MU on this Samsung HBM4 failure didnt spike. People arent buying local news"
X Link @R_and_Invest 2025-10-27T08:19Z XXX followers, XXX engagements

"This $Qcom news reminds me of when $Msft launched Zune to compete with iPod touch. And one of streets below par analyst Stacy is excited tells me not to buy the hype"
X Link @R_and_Invest 2025-10-27T15:13Z XXX followers, XXX engagements

"$SMH monthly This year iPhone sold out DRAM / Memory prices up DDD% AI accelerators sold out Win XX refresh cycle - CPU chips sold out And $TSM 2nd/3rd largest customer - $AVGO - capex driven by $GOOGL is 🚀"
X Link @R_and_Invest 2025-10-27T15:52Z XXX followers, XXX engagements

"#Semiconductors Comp Sheet Forward P/E Logic Fabs $TSM 23x $005930.KR Samsung 13x $INTC 65x $GFS 18x $981:HK SMIC 76x $UMC 13x Memory $MU 11x SKH $000660:KS 9x Analog RFs $TXN 28x $ADI 26x $IFNNY 19x $MCHP 24x $STM 17x $ON 17x Fabless $NVDA 30x $AVGO 38x $QCOM 16x $AMD 40x $MRVL 26x $NXPI 16x $SWKS 17x"
X Link @R_and_Invest 2025-10-27T16:19Z XXX followers, XXX engagements

"#Fang Earnings expected this week: Rev/EBITDA/EPS expectations 10/29: $MSFT: $75.5B/ $45B/ $XXXX $GOOGL: $99.8B/ $44B/ $XXXX $META: $49.5B/ $29B/ $XXXX 10/30: $AMZN: $178B/ $40B/ $XXXX $AAPL: $101B/ $34B/ $1.76"
X Link @R_and_Invest 2025-10-27T21:19Z XXX followers, XXX engagements

"Next Q: MSFT $80.1B/ $47B/ $XXXX GOOGL $108.8B/ $48B/ $XXXX META $57.3B/ $34B/ $XXXX AMZN $208.5B/ $46B/ $XXXX AAPL $131.1B/ $47B/ $2.51"
X Link @R_and_Invest 2025-10-27T21:20Z XXX followers, XXX engagements

"$Ter For more back end players that havent reported or other #Semiconductors Semicap biz 👇"
X Link @R_and_Invest 2025-10-28T21:27Z XXX followers, XXX engagements

"@Investor_NICK_ Like which ones $Pltr $Asts $Oklo"
X Link @R_and_Invest 2025-10-29T16:38Z XXX followers, XXX engagements

"$Amd started it. Up XX% in one month. $Nvda - Jensen came out kind of guided $20-60B higher in revs $Asml good results higher $Lrcx good results higher Memory/Dram pricing up DDD% so $Mu $Sndk $Stx $Wu higher lost SK Hynix results of sold out and capacity issues until 2027 $Intc crushed it. Top line bottom line all lines. Need to execute on 14A and $XXX $TSM still monopoly OAI signed $250B deal to use Azure helped $Msft = helped $Qqq / Nasdaq $Googl positive news flow doesnt stop $Tsla shorts got obliterated once again - just like last XX effing years $amzn starting to come back and with the"
X Link @R_and_Invest 2025-10-29T16:48Z XXX followers, XXX engagements

"Love it. Relax and enjoy MLB. Its not always one gets to go to a World Series game and that too at home. The market sentiment is for a massive melt up post tariff but I am not so confident given China - US are always fighting. And Chinese are spending a ton of their peoples deposits into giving non performing loans to exporters. I dont know how and when it ends but it will. Until then enjoying the ride"
X Link @R_and_Invest 2025-10-29T16:58Z XXX followers, XX engagements

"$SE CEO doesnt give much interviews. So you can watch on here: As I mentioned numerous times in 2023 $SE has faced competition numerous times in past 10-15 yrs & survived. They crushed TikTok $Baba Gaming: Freefire is the world's largest mobile game by daily active users with over XXX million people playing every day across more than XXX countries. Li views Freefire not just as a product but as an "evergreen platform" and a large aggregator of traffic where new content and gameplay can continually be added. E-commerce: crushed competition. Added Live Streaming (learnt from competition)"
X Link @R_and_Invest 2025-10-15T08:12Z XXX followers, 5633 engagements

"$GOOGL Cloud backlog went up $49B QoQ. Cloud Revenues $15B. So Cloud Orders were $64B in the 3Q25 or XXX% of revenues. And they are saying its still accelerating. AI bubble next year. Who is ordering $65B Obviously I am guessing no OpenAI here"
X Link @R_and_Invest 2025-10-29T22:00Z XXX followers, XXX engagements

"I ❤ @TechFundies these quarter run downs with tidbits around margin capex OpenAI. Fundamentals are clearly growing into valuation. What a biz And the only public way to participate in OpenAI IPO. Wait till that frenzy starts 1H26"
X Link @R_and_Invest 2025-10-29T23:34Z XXX followers, XXX engagements

"$RBLX David Baszucki is a great story to come out of Eden Prairie MN. I remember every one used to talk about Edina High School but frankly Dave and his $10B net worth showed high schools dont matter as much as tech undergrad - Stanford/Silicon Valley. Literally for any MN founder who thinks he can get to $10B - then you get the garbage @Target kind of tech crowd which cant even do apple pay on target circle. LOL"
X Link @R_and_Invest 2025-10-30T14:52Z XXX followers, XXX engagements

"@KrisPatel99 Yes are you buying $Unh was an industry problem across $CNC $MOH $HUM $Fi seems like something buried in the old numbers where they are trying to uncover with new Audit chair CFO Chair"
X Link @R_and_Invest 2025-10-30T17:37Z XXX followers, XXX engagements