@R_and_Invest Avatar @R_and_Invest Research & Invest

The tech industry is experiencing significant developments, particularly in the semiconductor sector, with companies like $AMD, $NVDA, and $ASML reporting strong results and guidance. The AI chip market is also gaining attention, with $TSLA's potential entry into the space sparking interest and debate. Meanwhile, tech giants like $AAPL, $GOOG, and $MSFT are navigating various challenges and opportunities in areas like advertising, e-commerce, and artificial intelligence.

Engagements: [---] #

Engagements Line Chart

Mentions: [--] #

Mentions Line Chart

Followers: [-----] #

Followers Line Chart

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

CreatorRank Line Chart

Social Influence

Social category influence finance 89.32% stocks 71.84% technology brands 38.83% countries 9.71% cryptocurrencies 6.8% social networks 3.88% automotive brands 3.88% currencies 3.88% celebrities 1.94% luxury brands 0.97%

Social topic influence $googl 19.42%, $mu #352, $amat #86, ai 8.74%, $ichr #6, $lrcx #37, $nvda 7.77%, $klac #20, $asml #53, $app #104

Top accounts mentioned or mentioned by @dp3188144159988 @logicalthesis @grok @bucketshopcap @hambinocapital @horiamanole @investingrabbit @mostafarah48638 @randinvest @enertuition @jeffbezos @zephyrz9 @nietschecapital @costco @citi @citibank @billackman @jukan05 @semianalysis @rangarajsrikan1

Top assets mentioned Alphabet Inc Class A (GOOGL) Micron Technology, Inc. (MU) Applied Materials, Inc. (AMAT) Lam Research Corporation (LRCX) NVIDIA Corp. (NVDA) KLA Corp (KLAC) AppLovin Corporation (APP) Amazon.com, Inc. (AMZN) Metadium (META) Intel Corporation (INTC) Taiwan Semiconductor (TSM) Cloudflare, Inc. (NET) GlobalFoundries (GFS) Advanced Micro Devices (AMD) Chipotle Mexican Grill, Inc. (CMG) Credo Technology Group Holding Ltd (CRDO) MKS Instruments Inc (MKSI) Sandisk Corporation (SNDK) Palantir Technologies Inc. (PLTR) Tesla, Inc. (TSLA) Sea Limited (SE) Axcelis Technologies Inc (ACLS) Entegris, Inc. (ENTG) Palo Alto Networks Inc (PANW) Zoom Video Communications Inc (ZM) Spacemesh (SMH) CoreWeave, Inc (CRWV) SkyWater Technology, Inc. (SKYT) Zscaler Inc (ZS) Lumentum Holdings Inc. Common Stock (LITE) QUALCOMM, Inc. (QCOM) Arm Holdings plc (ARM) Microsoft Corp. (MSFT) Broadcom, Inc. (AVGO) Astera Labs, Inc. (ALAB) Costco Wholesale Corporation (COST) Starbucks Corporation (SBUX)

Top Social Posts

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

"$Googl $META Signs $10 Billion+ Cloud Deal with Google - The Information $META Signs $10 Billion+ Cloud Deal with Google - The Information"
X Link 2025-08-21T23:59Z [----] followers, [---] engagements

"I hope you guys can look at the chart below on $ICHR $UCTT $KLAC $LRCX $ASML and the tweet below on 1st week of Nov. Most Semi analysts missed this Semicaps run. Now watch they will blow it off the top at some point in [----] and burn their investor. This just means money is going to flow to $LRCX $UCTT $AMAT $KLAC $ASML $ICHR $MKSI for next [--] months. Fundamentally. This just means money is going to flow to $LRCX $UCTT $AMAT $KLAC $ASML $ICHR $MKSI for next [--] months. Fundamentally"
X Link 2026-02-10T15:37Z [----] followers, [----] engagements

"I asked @notebooklm to summarize @GavinSBaker podcast. Dang its NOT bad at all. And it didnt even hallucinate (as much as old models). If you have not watched it here's the link: https://youtu.be/cmUo4841KQwsi=MJ3-Dq-STdabrgM2 https://youtu.be/cmUo4841KQwsi=MJ3-Dq-STdabrgM2"
X Link 2025-12-09T20:29Z [----] followers, 262.4K engagements

"For anyone reading JP Morgans $App report while they appears bullish I want to point out their history: From $20 to $700 their rating has never changed 🤭"
X Link 2026-02-12T05:09Z [----] followers, 10.6K engagements

"$App enough said"
X Link 2026-02-12T06:14Z [----] followers, 13.5K engagements

"Iced Pistachio Latte in Arizona. $10 @Starbucks $Sbux has gone totally crazy"
X Link 2026-02-14T22:43Z [----] followers, [---] engagements

"@grok @MostafaRah48638 Very close. After the conference call they filed 10-K this is from $Googl 10-K"
X Link 2026-02-08T13:51Z [----] followers, [--] engagements

"I have been on many $ICHR calls. Have met followed and even traveled with previous management teams for decade. This is one of the most bullish conference calls. Right up or more bullish than 4Q20 and 2Q21. Forget ICHR even their customers dont have inventory in the channel (so going to be building inventory). Customers are $LRCX $AMAT $ASML $KLAC https://twitter.com/i/web/status/2020981538675134737 https://twitter.com/i/web/status/2020981538675134737"
X Link 2026-02-09T22:02Z [----] followers, [----] engagements

"a little bit of $Klac in my life a little bit of $Lrcx by my side a little bit of $Uctt is all I need a little bit of $Asml is what I see a little bit of $Amat in the sun and a little bit of $Ichr just for fun. A little bit of Alpha here I am a little bit of arm suppliers makes me your man. Should have said: a little bit of $Klac in my life a little bit of $Lrcx by my side a little bit of $Uctt is all I need a little bit of $Asml is what I see a little bit of $Amat in the sun and a little bit of $Ichr just for fun. A little bit of Alpha here I am a little bit Should have said: a little bit of"
X Link 2026-02-10T15:31Z [----] followers, [----] engagements

"@hambinocapital Dont worry in the new AI market the algos never get it the first time. $MU was a short going into and after the print. $Net crashed before the print (despite Clawbot) only to recoup it all"
X Link 2026-02-12T20:47Z [----] followers, [---] engagements

"Edgewater might only write [--] pages of report on $Mu $Sndk memory but each page is filled with so much knowledge content and words that it takes more time than reading a [---] page primer from MS"
X Link 2026-02-13T06:59Z [----] followers, [---] engagements

"👀 $Baba PENTAGON TARGETS CHINESE COMPANIES SUPPORTING MILITARY The Pentagon has added several Chinese firms to its list of companies aiding the military: Alibaba ( $BABA) BYD ( $BYDDY) Baidu ( $BIDU) COSCO ( https://t.co/hGNSceuy6j) Huawei (private) NIO Inc ( $NIO) PENTAGON TARGETS CHINESE COMPANIES SUPPORTING MILITARY The Pentagon has added several Chinese firms to its list of companies aiding the military: Alibaba ( $BABA) BYD ( $BYDDY) Baidu ( $BIDU) COSCO ( https://t.co/hGNSceuy6j) Huawei (private) NIO Inc ( $NIO)"
X Link 2026-02-13T13:53Z [----] followers, [---] engagements

"RT @StockMKTNewz: Gemini [--] Pro bought some Amazon $AMZN stock in Rallies' BATTLE OF THE AIs competition"
X Link 2026-02-13T21:18Z [----] followers, [--] engagements

"😍 truly amazing feat in [--] year I dont think I have ever heard anyone unknown else rise like this so fast. Mboko's ranking: Jan 2025: #333 Feb 2025: #212 Mar 2025: #156 May 2025: #120 June 2025: Top [---] debut July 2025: #88 Aug 2025: #24 Jan 2026: #13 Feb 2026: Top [--] debut INCREDIBLE. https://t.co/W1Qjq2XULP Mboko's ranking: Jan 2025: #333 Feb 2025: #212 Mar 2025: #156 May 2025: #120 June 2025: Top [---] debut July 2025: #88 Aug 2025: #24 Jan 2026: #13 Feb 2026: Top [--] debut INCREDIBLE. https://t.co/W1Qjq2XULP"
X Link 2026-02-14T04:00Z [----] followers, [---] engagements

"RT @MarioNawfal: People are speculating that the woman shown in prison photos looks nothing like Ghislaine Maxwell with a different nose a"
X Link 2026-02-15T02:37Z [----] followers, [---] engagements

"My prediction is that we will avoid ww3 (or put it off) by trading Taiwan to China in return for a [--] yr guarantee on semiconductor access. This is a brilliant analysis and must read. My prediction is that we will avoid ww3 (or put it off) by trading Taiwan to China in return for a [--] yr guarantee on semiconductor access. This is a brilliant analysis and must read"
X Link 2026-02-15T05:22Z [----] followers, [---] engagements

"No advice. No recommendation. Do your own due diligence"
X Link 2025-07-08T05:19Z [----] followers, 10.8K engagements

"@bucketshopcap lol how can any fundamental team value $Pltr. Your WACC has to be 6-7% and sales has to grow DD% for next [--] decades to reach $50B to get to $350B -$400B EV today. May be"
X Link 2025-07-29T01:53Z [----] followers, [----] engagements

"This is Buffett's letter in [----]. As it might related to what his thought process would be on $QQQ $SPY $NVDA $TSLA $PLTR $LRCX (yikes) $AMAT going into [----]. https://www.berkshirehathaway.com/1999ar/1999final.html https://www.berkshirehathaway.com/1999ar/1999final.html"
X Link 2025-08-15T16:22Z [----] followers, [----] engagements

"Ok so let me understand this. $Googl is getting what is being searched on @Google. BUT in addition to that it is capturing what people are searching on AI chat bots not just Gemini but ChatGPT Claude DeepSeek Grok and all other BS. And THAT query knowledge is bad for $Googl. $GOOGL Chris Camillo is short Google. His thesis is attached below around inflated search queries that are being indexed from AI bots Have never heard of this thesis before what do people think $GOOGL Chris Camillo is short Google. His thesis is attached below around inflated search queries that are being indexed from AI"
X Link 2025-08-18T18:09Z [----] followers, [----] engagements

"+22% since then. $Googl that was fast If you are shorting $GOOGL on this print of higher CAPEX I think you are totally mistaken. NOBODY spends an incremental $10B in capex because business is slow. NO BODY. https://t.co/6IZdf6H3gW If you are shorting $GOOGL on this print of higher CAPEX I think you are totally mistaken. NOBODY spends an incremental $10B in capex because business is slow. NO BODY. https://t.co/6IZdf6H3gW"
X Link 2025-09-05T00:05Z [----] followers, [----] engagements

"$SE Nice to see the market share by Shopee / others. From BOA/Cube Insights. Indonesia is 50% 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 2025-10-28T16:16Z [----] followers, [----] engagements

"Dude please STOP and dont stoop this low. You dont understand how much @elonmusk has done for America & more importantly for the planet. Its painful to watch guys who have never provided jobs to people never paid $ billions in taxes or captured any amount of CO2 to mock his endorsement. I would beg steal and die to get his endorsement if I was running for office. Ask him for advice get his family office to open shop buy real estate get some of his megafactory/Datacanter or Neuralink investment in the city. I am not a New Yorker but I have lived there for months and I know NY deserves better"
X Link 2025-11-04T02:18Z [----] followers, [----] engagements

"It's crazy that $ACLS has seen zero systems revenues from NAND in the last [--] quarters in a row. And Dram is sluggish. Either they are losing share / all legacy shipments to China or NAND guys are about to go on a massive buying spree"
X Link 2025-11-07T19:05Z [----] followers, [---] engagements

"This is absolutely wrong. Especially for $GOOGL and $AMZN. Understating depreciation by extending useful life of assets artificially boosts earnings -one of the more common frauds of the modern era. Massively ramping capex through purchase of Nvidia chips/servers on a 2-3 yr product cycle should not result in the extension of useful https://t.co/h0QkktMeUB Understating depreciation by extending useful life of assets artificially boosts earnings -one of the more common frauds of the modern era. Massively ramping capex through purchase of Nvidia chips/servers on a 2-3 yr product cycle should"
X Link 2025-11-10T19:44Z [----] followers, [---] engagements

"$Googl Breaks $289 and to $300"
X Link 2025-11-14T21:39Z [----] followers, [----] engagements

"@returnoncap No you dont know that for sure and Ted and these guys dont get to trade $4B on a $10B-15B mang. This has to be high up. May be someone who talks to Liu"
X Link 2025-11-15T00:07Z [----] followers, [----] engagements

"$BHVN Pipeline. @mellowrk_lion do these numbers look ok Even ex-obesity where they have a different approach this co trades $1B mcap now that offering is out of the way. No wonder people get shocked at Biotech. We haven't done any work on inflammation or oncology yet"
X Link 2025-11-15T20:31Z [----] followers, [----] engagements

"Wow. fun to look back at these. Almost all of these stocks are up 40-100% Special attention to the ones highlighted in "green" $MKSI $UCTT $ONTO $COHU and $AMAT. #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 https://t.co/REd6lyqBj8 #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"
X Link 2026-01-21T19:35Z [----] followers, [----] engagements

"Looking for software cos that did well today and had good volume $LMND $NOW $GTLB 🤯 $FIVN $DDOG $MELI $TENB $TEAM $HUBS $NET $DOCU $SE $FICO $HUBS $ZM $CRM $PANW Is this the bottom or should we wait until after Iran"
X Link 2026-01-22T23:04Z [----] followers, [----] engagements

"from Goldman trade desk. $IGV $SMH ".long semis vs short software is the single biggest dislocation in the US equity market place right now and is approaching a tipping point (from a positioning perspective). $CRWV +15% post $NVDA s $2b investment along with sharp moves higher in $NET and $DOCN are causing angst amongst the HF community this AM. We currently have significant covering on our trading desk across the space. Squeeze risk (for software and the overall market) remains very real. Our overall PB book (systematic + fundamental combined) shows gross exposure at 302% (100th percentile"
X Link 2026-01-26T17:46Z [----] followers, [---] engagements

"One gone. Few left for us. $SKYT $GFS $MU $INTC"
X Link 2026-01-27T15:28Z [----] followers, [----] engagements

"Based on some initial research it appears that there is not much we can do now after $SKYT sold. $GFS is basically now an oligopoly with $INTC on "Older" nodes. Like 90nm 65nm 45nm 40nm 28nm. While everyone is chasing the "AI Training" gold rush ( $NVDA/ $TSM 3nm) GlobalFoundries is executing a quieter highly profitable strategy: Monopolizing the "Old" Nodes by not trying to be TSMC. Years ago they stopped chasing single-digit nanometer (7nm and below). Instead they focused on FD-SOI (Fully Depleted Silicon On Insulator) and specialized nodes (12nm - 90nm). These are the chips that run cars"
X Link 2026-01-27T19:41Z [----] followers, [----] engagements

"Ok looks like $Panw $Net $Zs might go vertical on this news. RIP Clawdbot Mac Mini era (3 days) Twin just changed everything: Normal people can use it (zero setup) Won't destroy your computer (cloud sandboxed) Infinite scale 10x cheaper RIP Clawdbot Mac Mini era (3 days) Twin just changed everything: Normal people can use it (zero setup) Won't destroy your computer (cloud sandboxed) Infinite scale 10x cheaper"
X Link 2026-01-28T04:23Z [----] followers, [----] engagements

"$Asml $Klac $Lrcx approves this message. 🤣 TSMCs 2nm capacity is almost fully booked by top-tier clients media report: [----] Apple Qualcomm 2nm smartphone chips AMD 2nm CPU [----] AMD MI-series GPUs on 2nm Google 8th-gen TPU AI chip in Q3 AWS Trainium [--] AI chip in Q4 [----] Nvidia Feynman GPU on TSMCs A16 process $TSM TSMCs 2nm capacity is almost fully booked by top-tier clients media report: [----] Apple Qualcomm 2nm smartphone chips AMD 2nm CPU [----] AMD MI-series GPUs on 2nm Google 8th-gen TPU AI chip in Q3 AWS Trainium [--] AI chip in Q4 [----] Nvidia Feynman GPU on TSMCs A16 process $TSM"
X Link 2026-02-02T01:51Z [----] followers, [---] engagements

"@EnerTuition @Mxms_AI Cant see what May be you can spend time explaining fraud. Are the ebitda revenue or what numbers are fraud"
X Link 2026-02-03T05:45Z [----] followers, [--] engagements

"Great write up on one of my favorite management in SaaS $ZS. Oh damn did I say #SaaS. Dont at me Zscaler moves Zero Trust into the agentic AI era $ZS Zscaler is tightening its focus on AI-driven security with leadership and platform moves aimed at machine-speed threats. The company appointed Sunil Frida as Chief Marketing Officer to accelerate global expansion across Zero https://t.co/XW7d6UTvnD Zscaler moves Zero Trust into the agentic AI era $ZS Zscaler is tightening its focus on AI-driven security with leadership and platform moves aimed at machine-speed threats. The company appointed"
X Link 2026-02-03T19:49Z [----] followers, [----] engagements

"ERs tonight: Revs/EBITDA/EPS expected $AMD: $9.7B/ $2.8B/ $1.32 $CMG: $3B/ $0.5B/ $0.24 $TTWO: $1.6B/ $210M/ $0.71 $LITE: $652M/ $187M/ $1.42 $SWKS: $1B/ $308M/ $1.4 $ENPH: $336M/ $45M/ $0.23 $AMGN: $9.4B/ $4.3B/ $4.67 Forward forecasts: AMD $9.4B/ $2.6B/ $1.21 CMG $3.1B/ $562M/ $0.28 TTWO $1.5B/ $115M/ $0.29 LITE $703M/ $207M/ $1.59 SWKS $872M/ $244M/ $0.97 ENPH $260M/ $24M/ $0.12 AMGN $8.5B/ $5.1B/ $4.97 https://twitter.com/i/web/status/2018784100124098931 https://twitter.com/i/web/status/2018784100124098931"
X Link 2026-02-03T20:30Z [----] followers, [----] engagements

"Earnings today. Sorry missed the AM. but here are the numbers. Ignore NVO. They are in DKK. Rev/EBITDA/EPS expected. AM: $UBER: $14.3B/ $2.5B/ $0.81 $LLY: $18B/ $9B/ $7.1 $BSX: $5.3B/ $1.6B/ $0.77 $ABBV: $16.2B/ $7.7B/ $3.13 $CME: $1.6B/ $1.2B/ $2.78 $KMT: $524M/ $81M/ $0.38 $GEHC: $5.6B/ $1.1B/ $1.4 $VSH: $791M/ $64M/ $0.02 PM: $GOOGL: $111.3B/ $49.7B/ $2.84 $QCOM: $12.2B/ $4.7B/ $3.41 $ARM: $1.2B/ $0.5B/ $0.38 $SNAP: $1.7B/ $0.3B/ $0.1 $COHR: $1.6B/ $0.4B/ $1.18 $ORLY: $4.4B/ $1B/ $0.72 https://twitter.com/i/web/status/2019055950536364150 https://twitter.com/i/web/status/2019055950536364150"
X Link 2026-02-04T14:30Z [----] followers, [----] engagements

"$GOOGL What an insane quarter. - Search grew 17% - Google Cloud grew 48% which was [----] bps higher than street expectations of 35% growth - EPS of $2.82 beat $2.63 by 7% - Capex of $175-185B up 100% from $91B. - Firing on all cylinders (Gemini 750M Users Youtube 🚀but most importantly Google Cloud $70B run rate growing 48%) The Patels visited the wrong mang to call 50% growth. LOL https://twitter.com/i/web/status/2019159453095063725 https://twitter.com/i/web/status/2019159453095063725"
X Link 2026-02-04T21:21Z [----] followers, [----] engagements

"Morgan Stanley Brian Novak has gone full crazy. He took his $GOOGL Cloud growth rate to 60% His PT went from $330 to $330"
X Link 2026-02-05T14:06Z [----] followers, [----] engagements

"If you listen to Brent Thill on $GOOGL - [--] Ferrari engines bolted on GCP. You just want to own Google. And may be $RACE - both are the gold standards on what they do"
X Link 2026-02-05T15:10Z [----] followers, [---] engagements

"@TechFundies I would also point out that $GOOGL whatever capex they are spending inside US - could be $160B+ thats 15-20% tax savings or $30B in tax outflow savings. Incrementally say the street had modeled $80B in US then you have to model $15B to $20B of extra cash from tax savings"
X Link 2026-02-05T17:09Z [----] followers, [---] engagements

"last time $Googl Cloud had $85-90B in backlog they said 50% of it would ship in [--] years (so $45B or more in [----] & 2026). $22.5B/yr. They did $56B in [----]. $240B & 50% of it would ship in [--] yrs. So $120B or more in [----] & [----] $60B/yr They will do.in [----]. 🤔 lol $GOOGL has a $240B cloud backlog and people are losing their shit over the capex spend.they can't build out fast enough lol $GOOGL has a $240B cloud backlog and people are losing their shit over the capex spend.they can't build out fast enough"
X Link 2026-02-05T17:42Z [----] followers, [----] engagements

"$STRD holders looking at #BTC Either there is no more dividends or massive share issuance. Either way Preferred dividends is the worst form of investment $MSTR could have done. Now if they cancel these dividends boy its going to create some ruckus"
X Link 2026-02-05T18:38Z [----] followers, [---] engagements

"All the 3p data and other data was incorrect on $RBLX. Bookings came in at $2.23B +63% buyside thought they will miss their guide of $2B so 10% above guide They saw 21% hours engaged. DAUs grew 24%. DAUs beat 150M vs. 138M. Guided bookings growth of 44% and FCF is going to exceed $1.7B With the way shorts were piling in not sure.how much does this squeeze https://twitter.com/i/web/status/2019520015641506014 https://twitter.com/i/web/status/2019520015641506014"
X Link 2026-02-05T21:14Z [----] followers, [---] engagements

"$GOOGL GCP Backlog is $242B $AMZN AWS Backlog is $244B How"
X Link 2026-02-05T22:56Z [----] followers, 55.4K engagements

"@Banana3Stocks Thats not a good thing sorry. $Msft is approaching $620B 👀w/$350B+ non OpenAI. $Googl is at $242B (GCP is 1/2 of AWS revenues) and $Amzn is at only $244B. Msft and Googl taking market share and GCP at least last Qtr crushed in bookings"
X Link 2026-02-05T23:42Z [----] followers, 23.5K engagements

"@AustinsStocks Thanks for asking. If numbers are worse than $Googl which went down despite cheaper valuation/gaining share/growing faster I am saying $Amzn $244B is not necessarily a good thing. We needed $25-$30B more ex OpenAI"
X Link 2026-02-06T02:55Z [----] followers, [---] engagements

"I know people don't want to read anything when people warn. So I will just leave this chart to match the tweet one month ago. Please do your own DD. And Allocators. Good Luck. 👍 $ARES $OWL $KKR Allocators that allocated to PE shops and private credit funds are about to get laid off. Most banks would be de-regulated and they are going to come back to lending and the $Crwv and datacenters of the world are going to get cheaper credit while PE & credit shops are going to Allocators that allocated to PE shops and private credit funds are about to get laid off. Most banks would be de-regulated and"
X Link 2026-02-06T13:48Z [----] followers, [---] engagements

"This is false. First of all total $5.5T deficit not debt addition (difference of what was spent vs. what was borrowed but not spent) under Trump [---] can be broken as: $2.4T for [--] years and $3.1T in year [--] due to Covid. So Trump was on track to add $3.4T in deficit and $4T in debt. Until Covid hit and 30M roughly 30M people lost their job. Tax collections dropped govt gave money / tax incentives to people to hire people Powell did a great job stabilizing the market. It was a nightmare. So as a % of GDP Trumps first [--] years deficits were under control despite a tax cut in those years. If you"
X Link 2026-02-07T14:53Z [----] followers, [---] engagements

"If the Gap has only narrowed to [--] years and HBM DRAM prices are hitting all time highs do we top in [----] for prices (this is assuming Chinese HBMs are allowed in US datacenters). China to Mass-Produce HBM3 Soon. Korea-China Technology Gap Narrows from [--] Years to [--] Years China will begin mass production of HBM3 the fourth-generation high-bandwidth memory (HBM) that is a core component of artificial intelligence (AI) semiconductors this year. This https://t.co/1pLgm0Z3XM China to Mass-Produce HBM3 Soon. Korea-China Technology Gap Narrows from [--] Years to [--] Years China will begin mass production"
X Link 2026-02-08T14:54Z [----] followers, [---] engagements

"I dont think anyone especially Jassy who has underperformed almost all stocks since he took office can throw popcorn from cheap seats on $Nvda. There is a reason they are going to be sold out for next [--] months. Nvda and TPUs are not comparable to Amzn chips yet. May be $Avgo can help them bridge the gap. But GCP ex-AI bookings is really crushing it. They are booking 40-50% higher booking (ex AI) & revs are 1/2. Which means their book to bill almost 3x HIGHER ex-AI and btw $Amzn Book to bill ex-AI was impressive too at 1.3x. So now think how well did GCP did. I assumed $45-55B of $Googl $103B"
X Link 2026-02-08T16:24Z [----] followers, [---] engagements

"I didnt get it. JUST IN: Someone sent [----] Bitcoin to Satoshi Nakamoto JUST IN: Someone sent [----] Bitcoin to Satoshi Nakamoto"
X Link 2026-02-08T17:19Z [----] followers, [---] engagements

"@Vikings are the worst. @Grok which teams in NFLs history have never won Super Bowl SAM DARNOLD HAS ONE OF THE GREATEST REDEMPTION STORIES IN SPORTS HISTORY. Darnold was drafted 3rd overall by the #Jets in the worst situation possible. New York traded into Carolina which was an even worse option. Sam bounced around. He ended up in Minnesota and they got rid https://t.co/15OyCXRhY7 SAM DARNOLD HAS ONE OF THE GREATEST REDEMPTION STORIES IN SPORTS HISTORY. Darnold was drafted 3rd overall by the #Jets in the worst situation possible. New York traded into Carolina which was an even worse option."
X Link 2026-02-09T06:37Z [----] followers, [---] engagements

"Formula [--] drivers love mileage on their cars Lewis Hamilton spotted at the Superbowl alongside Kim Kardashian Tim Cook Tyler the Creator Kendal Jenner Hailey Bieber and other friends #SuperBowlLX https://t.co/bLScV19ANm Lewis Hamilton spotted at the Superbowl alongside Kim Kardashian Tim Cook Tyler the Creator Kendal Jenner Hailey Bieber and other friends #SuperBowlLX https://t.co/bLScV19ANm"
X Link 2026-02-09T06:41Z [----] followers, [---] engagements

"Omg 😱 never seen this before a redaction by SS on $App were they coerced or sued or something"
X Link 2026-02-09T07:03Z [----] followers, [---] engagements

"@JeffBezos @blueorigin Its time for you to come back - even if as Chief Growth Officer or AI Czar or AWS support engineer. Just [--] hours of your time. Stock will go up $500B and help fund Bluevirgin"
X Link 2026-02-09T20:09Z [----] followers, [---] engagements

"@zephyr_z9 Is it $GFS"
X Link 2026-02-09T20:17Z [----] followers, [----] engagements

"I bet you people would be watching $ICHR and $AMKR earnings the most"
X Link 2026-02-09T20:31Z [----] followers, [----] engagements

"@LogicalThesis 4Q26 200% YoY growth. 25% above consensus. Short Sellers were below Consensus calling for CoWOS cut. If you want to know where $CRDO $ALAB $LITE biz is heading the leading indicator is $ICHR $UCTT. The next step up in business is coming in a few quarters"
X Link 2026-02-09T21:35Z [----] followers, [---] engagements

"It might be easier to understand seasonality with a model. Sorry too many earnings. Let me just quickly share: Product revs seq growth 4Q22 -0.9% 4Q23 -37% 4Q24 -15% 4Q25 25% (exception to their seasonality) 4Q is typically a terrible sequential growth quarter for $CRDO. You have to look at YoY. Almost always. https://twitter.com/i/web/status/2020976247464133091 https://twitter.com/i/web/status/2020976247464133091"
X Link 2026-02-09T21:40Z [----] followers, [---] engagements

"$ZM @ericsyuan I hope no more lowering exercise prices on stock anymore. This is war. Bought a stock earlier today that I never imagined I would ever trade again. As always - never the chart pattern alone although it does have a great one going on right now. More to do with [--]. Pristine balance sheet [--]. High margins [--]. Small growth up-tick [--]. Relative strength Bought a stock earlier today that I never imagined I would ever trade again. As always - never the chart pattern alone although it does have a great one going on right now. More to do with [--]. Pristine balance sheet [--]. High margins 3."
X Link 2026-02-09T21:51Z [----] followers, [---] engagements

"What he said 👇 $Alab $CRDO Credo is pre-announcing Q4 sales of $406M vs $340M estimate big beat. Likely positive readthrough for $ALAB Astera. Hyperscalers do not buy cables from Credo without also buying retimers and connectivity chips from Astera to manage data flow between servers. $CRDO Credo is pre-announcing Q4 sales of $406M vs $340M estimate big beat. Likely positive readthrough for $ALAB Astera. Hyperscalers do not buy cables from Credo without also buying retimers and connectivity chips from Astera to manage data flow between servers"
X Link 2026-02-09T23:12Z [----] followers, [---] engagements

"@Nietschecapital @Nietschecapital AH It was sellside .weekly ad web traffic for $APP 5x higher than last month. Weeks dont matter as much but last two weeks stock came down biz went up"
X Link 2026-02-10T00:12Z [----] followers, [---] engagements

"It was a BIG F U to a lot of generalist PMs who walked out of meetings telling mang why do I need to own this stock at $15 when its clearly going down / cyclical low margin biz. I was trying to tell them buy when no one buys and sell when guide w/ [--] handle (as they are right at beginning of a bull build cycle in Semis). Just because people manage $3B $15B they really have no clue on certain biz. This one outperformed every benchmark by [-----] bps since some of the roadshows/conferences last yr. Feeling vindicated and going to catch some sleep"
X Link 2026-02-10T03:41Z [----] followers, [---] engagements

"Good history and background on CPU from all 7-8 players. Very long. Bottom line is CPUs are here to stay & buy $Mu Dram/Memory $Amd $Intc but both sold out/raising prices; $Arm massive secular tailwind ahead for them from $Meta $Nvda $Qcom $Nvda $Msft $Googl they are everywhere (not sure if competing against own customers makes sense). Takes a long time to read this but bottom line I simple. $Tsm $Amd $MU $Intc $Nvda and all Hyperscalers are big beneficiary. CPUs are Back: The Datacenter CPU Landscape in [----] RL and Agent Usage Context Memory Storage DRAM Pricing Impacts CPU Interconnect"
X Link 2026-02-10T05:32Z [----] followers, [----] engagements

"$Tsm monthly sales are telling you - this is a very boooolish semi AI market"
X Link 2026-02-10T14:20Z [----] followers, [---] engagements

"Most of the Phoenix AZ / SFO & NY PMs who didnt understand why to own $ICHR & were pretty rude to mang. Really from the bottom of my heart - GO F yourself 🤣. Like $TSM and $INTC have like [--] fabs coming and you guys have a hearing problem. Go get a Starkey hearing aid. 🤣🤣 @LogicalThesis It was a BIG F U to a lot of generalist PMs who walked out of meetings telling mang why do I need to own this stock at $15 when its clearly going down / cyclical low margin biz. I was trying to tell them buy when no one buys and sell when guide w/ [--] handle (as they are right at @LogicalThesis It was a BIG F"
X Link 2026-02-10T15:41Z [----] followers, [---] engagements

"@Costco at what point would @Citi @Citibank going to stop harrasing us"
X Link 2026-02-10T17:34Z [----] followers, [---] engagements

"No please fire anyone thats asking for actual credit card number to change password when you send an OTP on phone after that. I literally shopped at @target today because @Costco @Citi @Citibank were terrible. Even though Jane is my favorite CEO her entire bench strength are complete idiots. https://twitter.com/i/web/status/2021278334160863582 https://twitter.com/i/web/status/2021278334160863582"
X Link 2026-02-10T17:41Z [----] followers, [--] engagements

"Every co that has reported AH is red 🩸 IMO $Hood is probably the worst (near term) esp if #BTC hasnt bottomed and could bottom 20% down from here"
X Link 2026-02-10T21:37Z [----] followers, [---] engagements

"@HoriaManole Thank you for the attention to the matter. Retail / Core sales growth were the worst despite insane inflation (short term) from tariffs so I guess we shall find out. We are heading towards a collapse in JOLTS. Lets hope markets hold up"
X Link 2026-02-10T22:25Z [----] followers, [--] engagements

"@DP3188144159988 By middle of the year they should be sold out until [----] could be a nice exit"
X Link 2026-02-10T22:59Z [----] followers, [--] engagements

"Didnt realize how much $Mntn had dropped going into the print. Congrats if any longs still left @R_and_Invest $mntn up @R_and_Invest $mntn up"
X Link 2026-02-11T02:38Z [----] followers, [---] engagements

"@Investor_NICK_ Where are you going to eat In Ny prices are reaching $70 per person. $Cmg people would beg them to not close stores. Inflation is insane everywhere"
X Link 2026-02-11T04:05Z [----] followers, [---] engagements

"As wanky as @BillAckman gets on Twitter he has had a pretty good track record of buying it when others arent. Like $Googl $Nflx (generational bottom). Lets go $Amzn $Meta $Htz zzzzz Bill Ackman's Pershing Square declares new stakes in Amazon $AMZN Hertz $HTZ and $META. and then sold Chipotle $CMG and Nike $NKE Bill Ackman's Pershing Square declares new stakes in Amazon $AMZN Hertz $HTZ and $META. and then sold Chipotle $CMG and Nike $NKE"
X Link 2026-02-11T18:06Z [----] followers, [----] engagements

"Clever arb: Flipkart (Amazon of India) sponsors Namibia's cricket team at the T20 World Cup. They don't operate in Namibia but Namibia is grouped with India Pakistan & USA so millions will watch these matches and the sponsorship was way cheaper. Clever arb: Flipkart (Amazon of India) sponsors Namibia's cricket team at the T20 World Cup. They don't operate in Namibia but Namibia is grouped with India Pakistan & USA so millions will watch these matches and the sponsorship was way cheaper"
X Link 2026-02-11T18:27Z [----] followers, [---] engagements

"ERs tonight: Revs/EBITDA/EPS expectations. $APP: $1.6B/ $1.3B/ $3.01 $CSCO: $15.1B/ $5.8B/ $1.02 $MCD: $6.8B/ $3.7B/ $3.03 $GFL: $1665M/ $500M/ $0.13 $ALB: $1347M/ $235M/ $-0.15"
X Link 2026-02-11T21:05Z [----] followers, [---] engagements

"Why is $APP down FCF beat by 35% above consensus at $3.9B LY Most likely going to do $7B in FCF or +75% G and at 21x FCF"
X Link 2026-02-11T21:45Z [----] followers, [----] engagements

"@jukan05 $MU CFO was very clear. Also reading in between the lines he also was saying there are some checks/news that want to support a certain "country" so no matter your research and knowledge I would trust $MU as they have history of executing and trustworthiness. My [--] cents"
X Link 2026-02-11T23:05Z [----] followers, [----] engagements

"$MU for those who didnt listen to the call. @jukan05 $MU CFO was very clear. Also reading in between the lines he also was saying there are some checks/news that want to support a certain "country" so no matter your research and knowledge I would trust $MU as they have history of executing and trustworthiness. My [--] cents. @jukan05 $MU CFO was very clear. Also reading in between the lines he also was saying there are some checks/news that want to support a certain "country" so no matter your research and knowledge I would trust $MU as they have history of executing and trustworthiness. My 2"
X Link 2026-02-12T00:00Z [----] followers, [----] engagements

"Live view of mang teams from $SMH $AMD $NVDA $MU $TSM $INTC $GFS $UCTT $ICHR $LRCX $ASML $KLAC $AMAT $ENTG WOW TRUMP AND XI MAY EXTEND CURRENT LOWER TARIFFS FOR UP TO A YEAR SCMP China may resume soybean purchases and tariffs could be rolled back further https://t.co/MH0RDSIRSV WOW TRUMP AND XI MAY EXTEND CURRENT LOWER TARIFFS FOR UP TO A YEAR SCMP China may resume soybean purchases and tariffs could be rolled back further https://t.co/MH0RDSIRSV"
X Link 2026-02-12T00:10Z [----] followers, [---] engagements

"$META Russia Whatsapp could impact 0.03% of revenue - it could be lost from this ban. Can we please move on to something more productive. $META $META"
X Link 2026-02-12T00:33Z [----] followers, [---] engagements

"@SemiAnalysis_ burning $100K on Agentic AI & $100K on analyst time to publish $MU has no share in HBM4 $MU CEO - Inaccurate; Sold out; Can only meet 50% of customers demand; hitting 11.GM 🚀 Oops 🙊"
X Link 2026-02-12T00:48Z [----] followers, [---] engagements

"Thats clearly not what $MU Mangement is saying when they talk about reaching 11gb/s and if you actually listen to the conf call he said very clearly INACCURATE REPORTING. Could not be more clear. Forget $Nvda or $Amd or $Avgo. He was direct that these guys (and Korean Media) have been wrong. The only other option is to sue people but might not do that because why waste energy when can get an extra DRAM wafer start. Again I would encourage you to listen to the call. https://twitter.com/i/web/status/2021775354608922878 https://twitter.com/i/web/status/2021775354608922878"
X Link 2026-02-12T02:36Z [----] followers, [---] engagements

"@RangarajSrikan1 @SemiAnalysis_ When you assume you make an as. Lets just chill and the real earnings show up. Btw I just want to be clear Samsung is NOT at [--] and they have posted as their goal. They arent qualified because they are at 13"
X Link 2026-02-12T02:47Z [----] followers, [--] engagements

"@Minnvestor Welcome to the club. After [--] investors surrounded Gayn my thumb rule is to run when hedgies & pod brain go bullish on $Aehr. What a mistake"
X Link 2026-02-12T04:53Z [----] followers, [---] engagements

"$Googl $Tsla 👇 1M paid weekly. will turn into 1M paid daily in shorter time than most people think. I have a feeling in the next 5-10 years the idea of car ownership by most Urban dwellers will become a thing of the past. Between the cost of Parking financing maintenance and insurance. 1M paid weekly. will turn into 1M paid daily in shorter time than most people think. I have a feeling in the next 5-10 years the idea of car ownership by most Urban dwellers will become a thing of the past. Between the cost of Parking financing maintenance and insurance"
X Link 2026-02-12T05:49Z [----] followers, [---] engagements

"Wow ChatGpt has gotten Jensen Huang down. Its $Nvda world and we all $MU $Sndk living in it"
X Link 2026-02-12T05:59Z [----] followers, [---] engagements

"@bucketshopcap @BillAckman Did I say anything about his sale He has epic timing for bottom to buy. I could be wrong but have been following many trades since 2005-06. $Meta cant go up either is something I heard in 2H22 and you are right just like that time it did NOT go up for months. But 7x later"
X Link 2026-02-12T16:01Z [----] followers, [--] engagements

"$Amat beat but guide is where they crushed it. Revs $7.65B +/-$500M so roughly $8.1B is what they would do vs $7B consensus. $2.64 +/- $0.20 $2.28 More importantly guided CY26 to grow 20% for systems. Which means $24-25B+ in systems revenues + $7B Services biz so roughly $31-32B revs/$11.50 in EPS for Oct FYend2026. Thats $3B and $2 above consensus so a 20% beat for FY26 https://twitter.com/i/web/status/2022058877047787937 https://twitter.com/i/web/status/2022058877047787937"
X Link 2026-02-12T21:22Z [----] followers, [---] engagements

"@DP3188144159988 $Amat ton of overlap with $Lrcx. Should be good for Semicaps"
X Link 2026-02-12T21:58Z [----] followers, [--] engagements

"@TShirtnJeans2 @tightspreadz Its $0.20/Kwh and growing 20% in Taiwan $BE is at $0.10-$0.14/Kwh of which Nat gas say is $0.04/kwh then $0.20/Kwh for $Be energy box (and NOT growing 25%)"
X Link 2026-02-12T22:36Z [----] followers, [---] engagements

"@Midnight_Captl I just stopped using Bluetooth AirPods after [--] years. I cant believe how magical it feels. I dont think I would use any chip so close to my brain ever"
X Link 2026-02-13T03:28Z [----] followers, [---] engagements

"@InvestingRabbit @Midnight_Captl No I am done with all chips & battery operated things around my brain. May be its just me but I feel good now and for calls when on the road/in public I try use regular Apple EarPods"
X Link 2026-02-13T05:06Z [----] followers, [--] engagements

"$Amat leaping. MS and BOA ML went to $420 JPM upped PT to $400"
X Link 2026-02-13T07:05Z [----] followers, [---] engagements

"Damn $GOOGL has Gemini running Tasks. Makes you crazy productive"
X Link 2026-02-13T20:22Z [----] followers, [----] engagements

"RT @zephyr_z9: Operating Profit Forecast at $130.8B / $184.8B Hynix still hasn't touched $1 trillion"
X Link 2026-02-14T03:55Z [----] followers, [--] engagements

"RT @0xosprey: Horowitz Andreesen"
X Link 2026-02-15T05:21Z [----] followers, [--] engagements

"@Mr_Derivatives The best part is Buffett doesnt even know who Chamath is nor does he care @Mr_Derivatives The best part is Buffett doesnt even know who Chamath is nor does he care"
X Link 2026-02-15T05:24Z [----] followers, [---] engagements

"@CYC2026 @dannycheng2022 He is worth around $400M+"
X Link 2026-02-15T12:00Z [----] followers, [--] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing