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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: XXXXX #

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Mentions: X #

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Followers: XXXXXX #

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CreatorRank: XXXXXXX #

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Social Influence

Social category influence finance XXXXX% stocks XXXXX% technology brands XXXXX%

Social topic influence ai 17.65%, $nvda #2099, $52b #1, $200b #1, $gev 5.88%, target 5.88%, $22b 5.88%, $18b 5.88%, $135b 5.88%, $4b XXXX%

Top accounts mentioned or mentioned by @sadmetrorider @techbball @xai @stone_maison_ @ousvyatsky @vikramskr @iamfabian @straightcash385 @stockstormx @geekvsmachine @institlpgp

Top assets mentioned NVIDIA Corp. (NVDA) GE Vernova Inc. (GEV) Teradyne, Inc. (TER) Coherent Inc (COHR) Verisign, Inc. (VRSN) Lumentum Holdings Inc. Common Stock (LITE)

Top Social Posts

Top posts by engagements in the last XX hours

"$NVDA H200 (Semafor)"
X Link 2025-12-08T18:01Z 18K followers, 7791 engagements

"$GEV boosts outlook thru 2028. Power infrastructure shortages multi-year lead times and even stronger end demand due to AI are making a difference. Rev target $52B in 2028 ex-Prolec. Consensus is already $52B but will be seen as more conservative. - EBITDA margin XX% vs 18.4%. Cumulative FCF $22B+ vs $18B cons. - This is an important point. GEV expects $200B backlog by end of '28 vs $135B today. That means total book-to-bill will be 1.4x over the next X years since bookings will exceed revenue by $65B thru 2028. So visibility will still be high in '28 if they executes. - XX GW total combined"
X Link 2025-12-09T22:36Z 18K followers, 20.1K engagements

"$TER trading well post earnings release. Dec Q guided $960M midpoint vs $821M cons. EPS $XXX vs $XXXX. Recall new XPU test for VIPs are jump balls and TER is already gaining share from Advantest due to new programs. If when & how much $NVDA Conference call tomorrow morning"
X Link 2025-10-28T21:33Z 18K followers, 13.4K engagements

"2) Even back in May it was possible to do an order of magnitude back of the envelope TAM calculation. It was already . large. And OCS was one of the "high multiple" technologies highlighted then. We know much more today. High level TAM calculations have multiplied and might be orders of magnitude greater than 1000 units/Q longer term. Photonics switching architectures keep expanding. OCS is non-packet today but volumes will grow exponentially for short reach scale-up switching several generations in the future. New customers are ordering product and there will be more. LITE was $XX in May."
X Link 2025-12-04T18:56Z 18K followers, 3243 engagements

"@Sadmetrorider The other credible external supplier is $COHR which uses liquid crystals vs MEMS and is also ramping with somewhat different configs but LITE is ahead (for now). I'm long COHR too but LITE is a larger position. Both are broad photonics leaders which includes switching components"
X Link 2025-12-04T20:08Z 18K followers, XXX engagements

"1) A reminder how actually insane the runup to 2000 dotcom peak really was. $VRSN peaked at 300x P/T12M rev. $JDSU $PMCS hit 100x. Remember ART Tech 180x. $ZICA (Chinese text entry on handsets) 700x. With 10-30% corrections every M or X as 100's stocks rose 50x 100x or "
X Link 2023-05-31T17:12Z 18K followers, 134.2K engagements

"1) If you care about AI technologies listen to $LITE at UBS last night. OCS (optical circuit switchs) alone is still an eye-opener for most investors. Sure $100M of high incremental margin revenues late next year is great but that's just the start. As LITE says TAM is far greater. $100M is barely 1000 units. "The demand numbers that we're seeing from OCS are numbers that we simply can't meet.""
X Link 2025-12-04T18:56Z 18K followers, 47K engagements

"Everyone wants alpha. Few know how to manufacture it. After X months my quant team has cracked the code for a new asset management paradigm. We are launching a family of X ETFs. The strategy "Diversified Dual-Factor Arbitrage." The lineup: 🤖 AIOV: Long AI / Short Value 🏭 VOAI: Long Value / Short AI 🥇 RLEC: Long Gold / Short DXY 💵 BUCK: Long DXY / Short Gold 🏦 PRIM: Long IG / Short HY 🗑 JNKR: Long HY / Short IG ⚛ SHOR: Long Quantum / Short Crypto 🚀 HODQ: Long Crypto / Short Quantum In X years we anticipate the survivors will show a +47% CAGR. The losers We will wind them down quietly on"
X Link 2025-12-05T22:25Z 18K followers, 71.5K engagements

"$200B backlog (and resulting high book-to-bill ratio) was meant to be the focus of the post. But to be clearer GEV's updated revenue guide excludes "the impact of the acquisition of the remaining XX% stake of Prolec GE and any related financing which is expected to close by mid-2026." Some but not all analysts already incorporated Prolec in their 2028 estimates. So $52B guide ex-Prolec vs $52B consensus is somewhat apple to orange. On an apple to apple basis new guide is above consensus"
X Link 2025-12-10T14:03Z 18K followers, 1350 engagements

"Latest FOMC dot plot. Median path is only a XX bp cut in 2026 and XX bp more in 2027. Dispersion is huge. Check out Miran's dot for next year. Powell's term ends next May. Hassett's comments will matter much more if he is nominated (70% on Polymarket). Fed funds futures are now pricing just over X cuts in 2026. That seems low. Powell is a hero"
X Link 2025-12-10T19:17Z 18K followers, 5437 engagements