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@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: XXXXX #
- X Week XXXXXXX +288%
- X Month XXXXXXX +70%
Mentions: XX #
- X Week XX -XXXX%
- X Month XXX +40%
Followers: XXXXX #
- X Week XXXXX +49%
- X Month XXXXX +174%
CreatorRank: XXXXXXX #
Social Influence
Social category influence finance stocks technology brands cryptocurrencies currencies social networks countries
Social topic influence $googl, if you, $avgo #94, ai, $spy #145, $aapl #104, open ai, $qqq, $orcl, the first
Top accounts mentioned or mentioned by @elonmusk @mrderivatives @logicalthesis @grok @tesla @wisemancap @google @openai @mellowrklion @finkd @googleai @ericjhonsa @bigbullcap @geminiapp @notebooklm @cnbc @whitehouse @randinvest @anthropicai @gavinsbaker
Top assets mentioned Alphabet Inc Class A (GOOGL) Broadcom, Inc. (AVGO) SPDR S&P XXX ETF Trust (SPY) Apple, Inc. (AAPL) Oracle Corporation (ORCL) CoreWeave, Inc. (CRWV) Amazon.com, Inc. (AMZN) NVIDIA Corp. (NVDA) Microsoft Corp. (MSFT) Advanced Micro Devices (AMD) Applovin Corporation (APP) Spacemesh (SMH) SPDR GOLD ETF (GLD) TransDigm Group, Inc. (TDG) Heima (HEI) Zoom Video Communications Inc (ZM) Metadium (META) Alien Base (ALB) UnitedHealth Group (UNH) Berkshire Hathaway Inc. (BRK.A) Crowdstrike Holdings Inc (CRWD) Okta Inc (OKTA) Strategy (MSTR) Uber Technologies, Inc. (UBER)
Top Social Posts
Top posts by engagements in the last XX hours
"For those who trusted fundamentals vs. technicals if you remember from the other account we were very off on $ALB near term but we all knew this was not going under. @Puneet_Thakkar_ not sure if you held but great outperformance to $SPY. I feel given the power needed for AI and this crazy rise in our California utility bills the next one that market is too worried about/tax loss sell off is $ENPH. The CEO / management do these massive X hour calls and give you so much detail that even Gemini X is like dude we dont have that much TPU to burn. But regardless of some noise this stock has dropped"
X Link 2025-12-05T16:02Z 2571 followers, XXX engagements
"Most likely sold $UNH to Berkshire Hathaway and Warren Buffett who have $380B in cash. 🙀🙀🙀🙀🙀🙀🙀🙀🙀🙀 or 2000% more than Tepper 🙀🙀🙀🙀🙀"
X Link 2025-11-14T02:45Z 2562 followers, XXX engagements
"#SaaS Earnings expected tonight: Rev/EBITDA/EPS expectations: ThisQ/NextQ $CRWD: $1.2B/ $323M/ $XXXX $1.3B/ $374M/ $XXXX $OKTA: $730M/ $182M/ $XXXX $737M/ $207M/ $0.84"
X Link 2025-12-02T21:08Z 2569 followers, 1351 engagements
"Before people go viral I just want to provide a simple facts based chart. $JOJO $ATACX X yr returns vs indices. Please do your own DD"
X Link 2025-12-07T03:43Z 2561 followers, 1711 engagements
"Okay this is crazy. $1500B x X% is $60B - if kept in the bank. My guess is they are not going to go public and if they do they will split out Starlink and that could go public at 15-20x $20B or so $350-$500B"
X Link 2025-12-09T21:17Z 2563 followers, XXX engagements
"Whenever someone starts blaming management like $Crwv on converts and dont know that the 5yr spreads are like 600bps or 4-5% higher than Oracle or others then clearly you dont know bonds investing or cost of capital. Speaking from pure finance angle this is not $Mstr crappy preferred stock. These convert bonds are actually tax deductible at lower Kd than Ke or Kp or traditional Kd (at 650-750 bps spread)"
X Link 2025-12-09T23:23Z 2563 followers, 1218 engagements
"@KrisPatel99 I hear you but I am seeing terrible cash flow and balance sheet. What am I missing This is on way to $150B to $200B in debt w/ -ve FCF and tied to OpenAI. 👀👀"
X Link 2025-12-10T23:16Z 2561 followers, XXX engagements
"This new UI and Opera AI chatbot Aria 🔥(its been recently updated). $NVDA $GOOGL OpenAI and $OPRA did a great job IMO. In X min it fully explained the business how they make money the Chinese ownership TAM and revenues margins. For a quick DD on any stock. VERY GOOD"
X Link 2025-12-11T17:17Z 2567 followers, XXX engagements
"$AVGO is X% of the $QQQ. +5% means $QQQ would be up XX bps just off Broadcom We are the best BTFD generation ever"
X Link 2025-12-11T21:33Z 2561 followers, XXX engagements
"$AVGO results means - $GOOGL @GeminiApp is exceeding all buy-side and sell-side estimates"
X Link 2025-12-11T21:37Z 2563 followers, 1235 engagements
"@LogicalThesis @GregTomaselli Yes well put. Until 2019 only 18M BTC were mined of 21M. So XX% supply. As of today 19.95M mined or XX% mined. So the rest of X% supply is probably not going to impact the price as much as previously in 2018/2022 drops"
X Link 2025-12-11T22:09Z 2565 followers, XXX engagements
"Hock Tan just confirmed on a public co call - $AAPL is using $GOOGL TPU for their cloud compute"
X Link 2025-12-11T22:10Z 2565 followers, 1262 engagements
"$Msft Copilot M365 $200/yr saves $100K/yr. Eventually both OpenAI & Msft might both keep $300-500/yr subscription from advanced models. Unfortunately $Orcl will still be issuing debt to pay dividends so GPT5.2 might model it as BK 🤣 Not perfect but see the progress 👇"
X Link 2025-12-12T01:41Z 2561 followers, 1089 engagements
"Its so over $Googl just ran Gemini from space. If they can send H100s they could send both Vera Rubin & TPUs. Cost per Gemini token is only going down"
X Link 2025-12-12T02:01Z 2567 followers, 13.2K engagements
"@DMckdani May be not cutting just small $4-8B diversification"
X Link 2025-12-12T03:33Z 2560 followers, XX engagements
"@futureman1977 He already said $Aapl is using custom TPUs from $Googl for their compute (next Siri iteration is going to be 🔥). I would think if you have the guts to mention Apple & Google by name then this 5th is someone whom he has not mentioned before. Its all speculation no one knows"
X Link 2025-12-12T03:59Z 2561 followers, XX engagements
"Tomorrow. Very crucial inflection point. In the past twelve months the Fed took $350-370B of QT or $30B/mo. Starting tomorrow they will for the first few months add $40B/mo into bond buying/US short duration treasuries. I couldnt really care about XX bps from #fomc. The $70B delta is like adding $3B per trading day of QE into the market. $Qqq $Spy $Iwm $XbI - ALL would benefit. Breadth expansion to small cap might be a XX day thing but liquidity flows to those companies like $Race that have REAL pricing power. Its simple maths. If you are short or de-grossing your book (like I did small after"
X Link 2025-12-12T04:30Z 2565 followers, XXX engagements
"I want to really delete my tweet. This is EXACTLY what I was worried about. Surprised the CDS spreads are only at XXX bps. I was worried the $ORCL CDS Spreads would go to XXX bps and $CRWV to XXX bps. STOP Dividends guys. Simple"
X Link 2025-12-12T16:54Z 2567 followers, 2116 engagements
"@Mr_Derivatives $TTD Time to Dump Trade To Dirt Terrible Teary Decision The Tanking Disaster Take the D (IRS deduction). Toooo Tough Days The Toothless Desk / Dog Having said this the last time people did this for $Amd and called it advanced money destroyer it tripled. I have stock leaps"
X Link 2025-12-03T23:17Z 2567 followers, XXX engagements
"Didnt $App trialed $W Wayfair. You want to see what they did to the stock"
X Link 2025-12-09T23:28Z 2565 followers, 1347 engagements
"@Wiseman_Cap has $GTLB bottomed"
X Link 2025-12-10T20:17Z 2566 followers, 1944 engagements
"@GregTomaselli Its not about the Wall street opinion. $ORCL is tied to the entire ecosystem. If Oracle works that means: GPUs - $NVDA $AMD work Fabs - $TSM keeps on pumping wafers/builds front and back end capacity Memory - $MU keeps supplying HBM Semicap - $ASML $KLAC $AMAT $LRCX keep getting order for capacity additions Connectivity - $AVGO $ANET $CRDO work Power providers - Utilities work Gas turbine guys - $GEV dont see negative order cancellations Oracle crapping here because they didnt cut dividends/dont have cash to spend $80B and are super levered means = a LOT on the line and this"
X Link 2025-12-11T01:36Z 2566 followers, 1637 engagements
"Sorry I know the market is down today but as you can see the liquidity will start today (as per Fed). That bond buying will go from -$1B to +2B/day or $3B of cash going to someone who has to either: 1) buyback bonds stocks commodities 2) keep it in deposit in bank - which would improve Tier ratios at Bank - higher lending and $XLF goes higher. It takes few weeks. We have some history here. Sometimes it rhymes. You can see whenever they start the market bottoms that week or in a week. When Fed put $200B/mo last time S&P XXX went up 30-45% in X months. The delta today is $70B/mo but S&P XXX is"
X Link 2025-12-12T17:54Z 2566 followers, XX engagements
"#FOMC Summary from the Fed pivot. It impacts everything. $SPY $QQQ $SMH $XLV $XBI $XLF $SLV $GLD Summary of Fed FOMC pivot if you have time for a X min video:"
X Link 2025-12-12T19:01Z 2566 followers, XXX engagements
"Dot Plots Inflation - blaming tariffs/one-timers Employment- reality is weak Dissents higher"
X Link 2025-12-12T19:01Z 2566 followers, XX engagements
"@narrgis007 If they do not cut dividends to zero probably a good idea to just watch instead of getting burnt. Sometimes $150B of debt incoming is too much to handle"
X Link 2025-12-12T19:14Z 2566 followers, XXX engagements
"@ShortSeller Guessing this tenant was most likely $Orcl or Stargate or $Crwv. Anyone who is levered up and has no money themselves"
X Link 2025-12-12T19:15Z 2565 followers, XXX engagements
"Hey Za I was not trying to be bearish just trying to curb the enthusiasm. $AVGO has lost $300B in market cap since this - or X years of their free cash they will generate. One should know what the buy-side and street was ALREADY modeling. I own $AVGO vs. these other guys in 👇"
X Link 2025-12-12T19:51Z 2567 followers, XXX engagements
"The Fed pivot starts today with $70B delta into QE last week of Dec 🚀 but $App wants to get to $XXX soon. Whats the news"
X Link 2025-12-15T17:04Z 2571 followers, XXX engagements
"Growing up almost all growth PMs used to love these industrial companies: $TDG $HEI $Hon $ROK Aero $FAST parts retailer $LECO Welding $RS Steel $UNP all Railroads $ODFL $XPO LTL / Trucking $CPRT $RBA Salvage vehicles $MLM $VMC $SUM Aggregrates $SHW Paints $FCX $SCCO Copper mining $BALL $CCK Aluminum packaging Most of them have done fine/well. But ODFL and CPRT wth happened"
X Link 2025-12-03T15:54Z 2569 followers, XXX engagements
"Safe to say we are most likely not going to get a Zweigh Breadth Trust unless market really rallies for two more days. After $SNOW down $CRM $FIVE fade it would be tough to keep almost 2000 advancers"
X Link 2025-12-04T02:41Z 2569 followers, 1001 engagements
"$Googl ruling says they have to negotiate with $Aapl every year on search and AI exclusivity so others get a chance to think if they want to pay $30B to $AAPL to be exclusive search/AI bot on iOS. Ok. Got it I wonder who the hell has $25-35B to spare"
X Link 2025-12-05T23:41Z 2569 followers, 45.8K engagements
"No one I know owns $ARES. With AUM going to $1T $Spy addition and eventually $8-10 in EPS can see this thing get bought up to $190-200"
X Link 2025-12-08T22:37Z 2568 followers, XXX engagements
"@Mr_Derivatives I just bought $400+ Costco. What a steal. Would have cost me $XXX some place else. But $XXX of stuff I wont need. Like I am sure Organic Raspberries wont be finished"
X Link 2025-12-13T20:01Z 2568 followers, XXX engagements
"Higher for longer"
X Link 2025-12-13T20:52Z 2568 followers, 1001 engagements
"It's crazy that $ACLS has seen zero systems revenues from NAND in the last XX 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 2569 followers, XXX engagements
"If you guys are done dunking on how expensive is $Googl please take XX mins of your time to listen to $Zm Q&A. @ericsyuan is extremely excited about his biz and help of AI to make engineering efficiency better+faster product cycles/releases+AI Avatars - the first I have seen ANY CEO to use on their public co earnings call + future of Zoom reminds him of early days of Zoom - and you know what happened to growth few years later Zoom is executing in a bad neighborhood for a very long time but now their growth is accelerating from X to 4.5%-5% with 20%+ FCF growth. Next year FY Jan XX if they do"
X Link 2025-11-25T07:07Z 2569 followers, 2672 engagements
"$ZM earnings summarized for you. As I mentioned last night go back and listen to @ericsyuan Not saying it was perfect but a decent execution where everyone in sell-side missed an upgrade for a co that trades at XX% FCF Yield to EV and STILL GROWING FCF DD%"
X Link 2025-11-25T16:10Z 2569 followers, 2761 engagements
"If you want to learn really quick on $CRML. This is a no revenue co but has massive REE deposit especially the critical for Europeans (and the west). If Denmark/EU was smart they would fund it to accelerate the mining (before Saudis get in)"
X Link 2025-12-07T03:02Z 2571 followers, 4060 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:"
X Link 2025-12-09T20:29Z 2571 followers, 243.1K engagements
"Those of you who are doctors lawyers economist finance guys CPA VCs investors/journalists - Please do DD on Quantum computing. Even after meeting the cos I dont know anything Here's a brief overview to kick start your DD on $RGTI $IONQ $QBTS $IBM $GOOGL $MSFT $AMZN These are the ONLY players in Quantum IMHO. Rest are just noise. As you will watch in the video both the stock market AND Quantum computers have a "noise problem" 🤣🤣 Just sharing summary of stuff from my notes. If we do NOT get a recession in 2026 this might be the hottest area that no one is really invested or participated in."
X Link 2025-12-11T17:55Z 2571 followers, 1466 engagements
"Who is $AVGO new $1B/Qtr customer"
X Link 2025-12-11T22:46Z 2571 followers, 7461 engagements
"Harlan Sur from JP Morgan did a brilliant job in explaining to the $Avgo bears why the $50B AI revenues is completely wrong. The backlog today is not going to be static for next 18-24 months. Its more like $55-60B FY26 & then 🚀"
X Link 2025-12-12T10:21Z 2571 followers, 21.1K engagements
"$Avgo stock down X% AH sell-side You guys are wrong let me raise my PT to $XXX at MS or $XXX at JPM BUT wait the worst analyst on Avgo is WF Aaron. My man had HOLD rating at $XX dont buy & now his PT goes to $XXX from $XXX. Yup you guessed - dont buy just hold"
X Link 2025-12-12T10:31Z 2571 followers, 1324 engagements
"T. Valuations rich. ButOwning Avgo doesnt mean just owning 2nd largest AI DC provider + $Vmw the way it should be run + call option on crazy Hock & worlds best tech PE. I would argue they are better than $APO $BX $KKR $Tdg $Hei. Hock is going to take this DC to $100B + software $30B & XX% ebitda margin. Thats $90-100B ebitda. And he has never let cash sit there. He goes out finds the next monopoly buys cuts 50-70% costs raises prices"
X Link 2025-12-13T16:56Z 2571 followers, XXX engagements
"When I first ran this poll I had heard $Meta as a customer but I guess that was well known by sell-side so if not Meta then this is: 1) $Aapl or 2) $Amzn So now they have $Googl $Meta Bytedance Anthropic one of the two above and OpenAI as X customers"
X Link 2025-12-14T07:00Z 2571 followers, XXX engagements
"If you are not in #Btc X -1.5yr after halving sometimes it helps out to save some to buy it all back 2Q27"
X Link 2025-12-15T18:56Z 2571 followers, XXX engagements