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@SKundojjala Avatar @SKundojjala Sravan Kundojjala

Sravan Kundojjala posts on X about asml, $100m, has been, $qcom the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

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Social category influence technology brands stocks finance countries currencies

Social topic influence asml #47, $100m, has been, $qcom, 6 months, signals, $3436t, $15b, acquisition, targets

Top assets mentioned Hundred Million (100M) QUALCOMM, Inc. (QCOM) Analog Devices, Inc. (ADI)

Top Social Posts #

Top posts by engagements in the last XX hours

"Marvell incremental latest (JPM event) - Sees no 2026 revenue gap at lead AI customer. There has been continuous noise on Alchip vs Marvell next gen win at AWS - Custom pipeline grows to 20+ from XX in June - Sees DC capex growth of XX% as the baseline for its growth in FY27/CY26. Likely above if capex runs higher than that"
X Link @SKundojjala 2025-09-25T08:30Z 15.4K followers, 5212 engagements

"ASML 3Q25 - Revenue down -X% q/q & up X% y/y to 7.52B (below mid pt guidance); CY25 on track for XX% growth - Implied CY26 will be flat to up; 32-33B backlog exiting 3Q25; Near XXX% coverage for CY26 (at flat growth) - Net bookings down -X% q/q but up XXX% y/y to 5.4B; EUV booking up XX% q/q; DUV down -44%; Memory up XXX% q/q"
X Link @SKundojjala 2025-10-15T06:07Z 15.4K followers, 51.7K engagements

"ASML exited 2QC25 with 33B backlog and already secured full coverage for DUV and EUV for CY25. XX% of backlog stretches into CY26 and beyond and covers 75%+ of CY26 system revenue (assuming flat y/y). Assuming they hit 3.1B order on average for the next X quarters CY26 growth possible (barring any cancellations). Trends are positive with TSMC going full speed on N2 ramp Intel talking about 18A capacity additions and Samsung Taylor fab kicking off. Memory is firing as well"
X Link @SKundojjala 2025-10-14T10:31Z 15.4K followers, 28.4K engagements

"Soitec insists Apple modem creates it an opportunity though lost Qualcomm's share in iPhones drop to XX% in this year's launch. QCOM Soitec content include FD-SOI mmWave RF front-end and envelop trackers. Soitec's new POI reached $100M revenue in FY25 and used in RF filters in iPhone 16e. Some interesting things are happening on the RF side of Apple with the introduction of Apple modem"
X Link @SKundojjala 2025-07-03T16:28Z 15.3K followers, 3861 engagements

"Raw wafer makers such as Siltronic Sumco and GlobalWafers lag X months behind their fab/IDM customers in sensing demand signals. They will only feel the down/up semi-cycle with a 6-month lag. Everyone in the chain is on their own lead time"
X Link @SKundojjala 2024-10-27T17:46Z 15.4K followers, 16K engagements

"Renesas targets $1-$1.5B revenue from its software by 2030 driven by Altium acquisition. Altium offers PCB EDA software. Unlike traditional PCB EDA companies (Mentor and cadence) Renesas plans to leverage this to offer a cloud platform for board designers to promote its components like MCU PMIC and SoCs"
X Link @SKundojjala 2025-07-01T15:32Z 15.4K followers, 2458 engagements

"Analog Devices has a growing presence in AI/DC with its content in HBM testers and vertical power. Its AI revenue will grow from $400M in FY24 to $500-$600M in FY25. Claims to have hundreds of thousands of dollars content per tester. Two new wins in vertical power and optical switching in FY26 could add $100M at full run-rate"
X Link @SKundojjala 2025-09-17T13:56Z 15.4K followers, 2204 engagements

"While GlobalFoundries is building redundant capacity across locations it is open to licensing its process tech to a Chinese partner to meet customers' China for China demands. GloFo's customers Infineon NXP and STMicro are working with Hua Hong and SMIC. STM even transferred its 40nm eNVM process tech to Hua Hong (aside from SiC JV with Sanan)"
X Link @SKundojjala 2025-03-10T17:24Z 15.4K followers, 6354 engagements

"Nanya 3Q25 - Continued DDR4 supply constraints drove mid-20s % q/q bit shipment growth - Revenue up XX% q/q and XXX% y/y to $660M (in USD terms); XXXX percentage points of GM improvement q/q - QDec bit shipments will be at the same levels QSep with potential for slight q/q growth - DDR4 and LPDDR4 will continue to be major products for a longer duration - 8GB DDR4 is a sweet spot for many consumer applications; consumer XX% of revenue - Y/Y bit shipment growth in 2026 will be challenging due to high 2025 baseline"
X Link @SKundojjala 2025-10-13T11:00Z 15.4K followers, 5510 engagements

"- CY26 monthly bit shipments are expected to stay within a range of plus or minus XX% of the current high point - CY25 bit shipment guidance lifted to XX% from XX% in QSep (3rd upward revision this yr). - CY25 Capex guidance reduced by XX% for CY25 (vs QJun guidance) - CY26 capex to remain low; wafer capacity to remain similar to CY25 (65k wafers/month). - No major capacity increase until the new fab is ready in 2027; Equipment installation is planned to happen from 2Q27 for a new fab"
X Link @SKundojjala 2025-10-13T11:00Z 15.4K followers, 1250 engagements