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@ResearchQf Avatar @ResearchQf QF Research

There is no news or social post specifically about QF Research. The provided tweets appear to be about other companies and economic data, including MP Materials, LITE, and CPI core data. No information is available about QF Research.

Engagements: XXX #

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Social category influence stocks XXXXX% finance XXXX% technology brands XXXX% automotive brands XXXX% countries XXX% celebrities XXX% fashion brands XXXX% cryptocurrencies XXXX%

Social topic influence rev 5.41%, $tsla 5.41%, $3661tw 4.05%, $mrvl 4.05%, $tsm 4.05%, inference 2.7%, $googl 2.7%, $cohr 2.7%, bbb 2.7%, jpm XXX%

Top accounts mentioned or mentioned by @openai @rhyconomist @theinformation @citrini7 @monkechevarria @yourpersonaltr1 @codecraftnr @grok @cimar77

Top assets mentioned Tesla, Inc. (TSLA) Marvell Technology Inc (MRVL) Taiwan Semiconductor (TSM) Alphabet Inc Class A (GOOGL) Coherent Inc (COHR) Microchip Technology Inc. (MCHP) Lumentum Holdings Inc. Common Stock (LITE) MACOM Technology Solutions Holdings, Inc (MTSI) Spotify Technology (SPOT) Northrop Grumman Corporation (NOC) Limitus (LMT) Raytheon Technologies Corp (RTX) NVIDIA Corp. (NVDA) Intel Corporation (INTC)

Top Social Posts #

Top posts by engagements in the last XX hours

"1) This debate with myself was more intense last few months. "Natural" cyclicality for non-AI semis is positive. Forget pos or neg stock reactions for a min. Despite end demand tariffs and some secular issues rev guides for non-AI industrial auto consumer semis have been decent. Margin issues can occur near cyclical lows. $MCHP sales fell 6Q in a row. That's never happened. Cons for Mar is down again Q/Q to $963M or -XX% from peak. Yes part of this was huge inv build cycle post-pandemic (discussed often years ago). $MSCC $ATML etc acquisitions don't impact this view. FWIW unknowns any X Q and"
@ResearchQf Avatar @ResearchQf on X 2025-05-08 19:57:54 UTC 14.5K followers, 9116 engagements

"2) Sundar said 480T tokens were processed in Apr at their I/O. Now that's 980T tokens or 2x growth in X months. Not super surprising with huge M/M inference growth data and Gemini share gain but still . AI accelerated early '25 and looks vertical"
@ResearchQf Avatar @ResearchQf on X 2025-07-23 22:46:12 UTC 14.5K followers, 4712 engagements

"Discussed $MRVL often until company reported prior Q in Dec. "Upside skew." But have been quiet lately for a few reasons. Expectations were very high for a big ST beat & raise. Some channel checks indicated 2M Trainium X this year. Shares still sold off as every check confirmed Alchip 3nm "win". I.e. market expected much bigger rev next few Q but with fear of a rev peak soon and risk of an air pocket. Jan Q results were opposite in almost every way. Conclusion 1st. Stock may actually be worth more today than yesterday. But it's much cheaper today. Stock also roundtripped to summer levels yet"
@ResearchQf Avatar @ResearchQf on X 2025-03-06 15:20:16 UTC 14.5K followers, 5568 engagements

"1) $COHR bigger beat than Sep. $1.44B v $1.38B $XXXX v $XXXX GM X% beat Guided somewhat higher. Market assuming it's conservative for now. Stock "only" XX% and +3% at one point. Networking $ up less Q/Q though beat cons $778M. Part of beat was industrial lasers. Networking"
@ResearchQf Avatar @ResearchQf on X 2025-02-05 21:54:08 UTC 14.5K followers, 7309 engagements

"3) To gauge TAM count copper vs optical in your server. Will take long time but AI accelerating change. MRVL chart. Topology & XPU definition dependent but no wonder 800G/1.6T datapoints improved so much. Starting to feel this $COHR $LITE $MXL $MTSI etc"
@ResearchQf Avatar @ResearchQf on X 2024-06-28 20:13:49 UTC 14.5K followers, 6554 engagements

"1) FYI into $TSLA earnings. $TSLA is down XX% YTD and since this post. Both absolute and big relative underperformance. Q2 cons kept declining. Deliveries were 384K vs 418K cons as of May XX. Q3 cons = 435K. Q4 cons = 474K. BBB eliminated $7500 EV tax credit as of Sep XX. This means US pull-in Q3 but Q4 in a declining environment. EU data QTD not very good but very early. And ZEV credit impact next year"
@ResearchQf Avatar @ResearchQf on X 2025-07-23 16:27:34 UTC 14.5K followers, 6761 engagements

"1) Words "upside skew" wasn't an accident. There was big options component in $MRVL trade. But this post is about ease of options strategies with simple AI. Advice on when to use options later in thread. a) $XX call 12/20 expiration: Cost $XXX. Last trade = $XXXXX. Not bad"
@ResearchQf Avatar @ResearchQf on X 2024-12-16 23:37:44 UTC 14.5K followers, 25.9K engagements

"1) $TSLA. "Yes we probably could have a few rough quarters." Q4 cons of 474K looked awfully high with tax credits going away Q2 deliveries were 384K a big miss vs earlier expectations. Q3 cons was 435K yesterday. There's a very long history in many countries of big pull-ins then big step-downs after credits expire for EVs solar wind etc"
@ResearchQf Avatar @ResearchQf on X 2025-07-24 22:04:56 UTC 14.5K followers, 3484 engagements

"1) And confirming data. Alchip Dec monthly rev grew XX% M/M to another record due to strength from certain hyperscaler customers and better CoWoS-R ramp at $TSM. Dec Q rev also beat consensus by XX% and is up XXX% Y/Y"
@ResearchQf Avatar @ResearchQf on X 2024-01-10 20:43:47 UTC 14.5K followers, 18.9K engagements

"1) $GOOGL down but AI is pretty good. GCP $13.6B vs $13.1B cons and up +32 Y/Y vs +27% cons. OP $2.8B vs $2.25B cons. OM rose to XXXX% from XXXX% last Q. Capex $22.4B vs $18.2B cons. Raised '25 capex to $85B from $75B. We are "shipping at an incredible pace. AI is positively impacting every part of the business." Huge M/M growths of apps users and inference in all Google AI domains is making a real impact to its AI-related numbers. As always earnings call is still critical"
@ResearchQf Avatar @ResearchQf on X 2025-07-23 20:18:19 UTC 14.5K followers, 13K engagements

"2) Compare that to Unitree just raising a round at $1.3B valuation. There are also so many robotics companies in China doing cool things that it's hard to keep up"
@ResearchQf Avatar @ResearchQf on X 2025-07-25 13:39:44 UTC 14.5K followers, 1152 engagements

"9) Should also mention Section XXX on UAS supply chains. Analysis will be similar to coming Section XXX for semiconductors semiconductor equipment PCs SPs HDDs eSSDs transceivers etc supply chains"
@ResearchQf Avatar @ResearchQf on X 2025-07-21 01:34:25 UTC 14.5K followers, 1725 engagements

"1) AI songs are already pretty good. Take a listen. AI band The Velvet Sundown (named as a nod to The Velvet Underground) has 1.4M monthly listeners on $SPOT. "Dust on the Wind" has 1.8M plays but Spotify didn't realize it was AI until a few days ago"
@ResearchQf Avatar @ResearchQf on X 2025-07-17 13:47:06 UTC 14.5K followers, 10.3K engagements

"1) Defense sector update. Also one of physical AI-adjacent sectors with nearer catalysts. Korean K-Defense ETF is now up 2.7x YTD. Rheinmetall up 3X. SaaB 2.4x. US defense stocks are still underperforming e.g. $LMT is down YTD. $RTX $NOC up but much less. Korea can build quality stuff quickly and in volume. Not just ships or nuclear plants but high end military equipment. Possible new orders seemingly every week such as K9 VIDAR artillery for Norway IFVs for Romania MLRS for Egypt more Black Panthers etc etc. But there's shift to AI. Even US defense-related stocks with AI or autonomous"
@ResearchQf Avatar @ResearchQf on X 2025-07-21 01:34:21 UTC 14.5K followers, 6612 engagements

"1) According to @theinformation $TSLA is well behind Musk's goal of producing at least 5000 Optimus robots this year. So far the number of robots is in the hundreds. Must has hyped Optimus at almost ear-splitting levels predicting robots could "lift the company valuation to $XX trillion.""
@ResearchQf Avatar @ResearchQf on X 2025-07-25 13:39:43 UTC 14.5K followers, 3707 engagements

"@rhyconomist If one parses carefully what MRVL Alchip AWS have been saying as well as recent research beyond JPM today reality is prob more complex than just lose vs win"
@ResearchQf Avatar @ResearchQf on X 2024-12-17 16:21:07 UTC 14.5K followers, XXX engagements

"Stock bounced hard. No idea if $TSLA goes higher ST but IT r/r seems more negative either relative or absolute. Data QTD not good vs Q2 delivery cons of 418K or +24% Q/Q. Subject to quick change. Despite Elon backing off DOGE and even his tone (but only some) brand damage continues. Competitors are rolling out flashy EVs at a fast clip. Models Y & X are old. We'll see soon but would guess Austin is likely more controlled vs fairly free parameters for $GOOGL's Waymo. 250K very safe rides/week In April up 5x Y/Y. DYODD"
@ResearchQf Avatar @ResearchQf on X 2025-05-14 17:12:35 UTC 14.5K followers, 10K engagements

"Quanta and Wistron monthly revenue thru April if haven't seen. You prob saw Hon Hai $TSM and others. Quanta was +27% M/M in Mar to a new high but -XX% M/M in Apr. Wistron +48% in Mar but -XX% in Apr to a still a high level. If only saw March was that good for $NVDA racks Not necessarily. March GB200 shipments improved but these companies are in all sorts of non-AI supply chains. HH is a huge supplier for $AAPL. Or e.g. Quanta shipped 4.9M NBs in Mar vs 3.1M in Feb due to pull-ins. Wistron shipped 1.9M vs 1.5M. Non-AI servers etc. Some thought Apr down M/M was bad for AI systems. Not"
@ResearchQf Avatar @ResearchQf on X 2025-05-12 18:30:58 UTC 14.5K followers, 3172 engagements

"1) Alchip comments during MS tech trip end of last week. Citi also had new data from trips to Taiwan and Korea. Btw this is when sellside is sometimes helpful. Incremental data. More upward revisions are possible including $INTC Habana and AWS. Habana backlog is $2B but"
@ResearchQf Avatar @ResearchQf on X 2024-03-16 17:53:12 UTC 14.5K followers, 7599 engagements

"2) And very importantly b) AI militaries are inevitable. Shift has begun. Headlines & mentions in calls are widespread now despite secrecy. I.e. what's public is small % of what's planned. Drones or UAS now. Many signs point to missiles autonomous guns fighters tanks followed by robot soldiers etc"
@ResearchQf Avatar @ResearchQf on X 2025-07-21 01:34:21 UTC 14.5K followers, XXX engagements