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@SamirKhazaka Samir Khazaka

Samir Khazaka posts on X about $qcom, acquisition, $arm, datacenter the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

• X Week XXXXX -XX%
• X Month XXXXXX -XX%
• X Months XXXXXXX +97%
• X Year XXXXXXX +110%

Mentions: X #

• X Week XX +7.70%
• X Month XX -XX%
• X Months XXX +118%
• X Year XXX +75%

Followers: XXXXX #

• X Week XXXXX +0.19%
• X Month XXXXX +0.10%
• X Months XXXXX +7%
• X Year XXXXX +12%

CreatorRank: XXXXXXXXX #

Social Influence

Social category influence stocks XX% technology brands XX% finance XXXXX% products XXXX% currencies XXXX%

Social topic influence $qcom #33, acquisition #584, $arm #12, datacenter #47, core 7.14%, longterm 7.14%, achieving 7.14%, insurance 7.14%, $aapl 7.14%, apple XXXX%

Top accounts mentioned or mentioned by @dylanonchips

Top assets mentioned QUALCOMM, Inc. (QCOM) Apple, Inc. (AAPL) Nokia Corporation (NOK) NVIDIA Corp. (NVDA) Alphabet Inc Class A (GOOGL) Intel Corporation (INTC)

Top Social Posts

Top posts by engagements in the last XX hours

"Qualcomms acquisition of Ventana is a positive move to bolster its RISC-V assets but at its core it is also a defensive move born from architectural risk unanticipated timeline urgency and an uncertain legal horizon. Ventana is one of the few companies with a credible server-class RISC-V core. Qualcomm is likely buying it because Oryon sits in a bit of a gray zone on a few fronts. X. The initial legal success against Arm didnt eliminate exposure. The jury deadlocked on the key breach question before the judge stepped in. With Arms appeal likely arriving in 2026 the long-term security of Oryon"
X Link 2025-12-10T19:14Z 2069 followers, XXX engagements

"With Ventana Qualcomm $QCOM is buying architecture optionality beyond $ARM but on a horizon measured in multiple architecture cycles potentially a decade out. Doesnt shift the near-term picture even long-term outcome hinges on RISC-V achieving scale which is still uncertain"
X Link 2025-12-11T10:41Z 2069 followers, XXX engagements

"This doesnt change much in the Qualcomm story. Ventana is long-run architecture insurance for $QCOM"
X Link 2025-12-11T16:01Z 2069 followers, XXX engagements

"Counterpoint now sees Apple overtaking Samsung in 2025 & staying ahead through 2029. In that same window $AAPL moves to its own modem $SSNLF shifts more premium volume to Exynos and $QCOM once said it makes X more per premium Qualcomm Snapdragon chip than per modem in iPhone"
X Link 2025-11-27T09:37Z 2068 followers, XXX engagements

"In the AI era architecture is destiny. What if Nvidia acquired Nokia outright Nvidias $NVDA recent $1B investment in Nokia $NOK was presented as a collaboration on AI-RAN and data-center networking. But strategically it raises a much bigger question. Were entering a phase where compute and connectivity should no longer be engineered separately. AI is pushing real-time inference into the RAN. 6G will be inherently AI-native. And edge intelligence increasingly depends on how networks are architected not just on the chips inside data centers. China already has a fully integrated model in Huawei:"
X Link 2025-12-06T10:13Z 2069 followers, XXX engagements

"Intel $INTC SambaNova deal isnt about competing with Nvidia. Its a defense against the Google Axion+TPU model and the broader hyperscaler silicon wave thats eroding Intels datacenter CPU base both inside their own clouds and increasingly as platforms sold to others. As Google and AWS begin pushing their custom silicon outward (TPU to Meta Trainium/Graviton offerings to enterprises) Intel is positioning itself to protect its datacenter business and to be the AI systems supplier of choice for everyone outside those ecosystems"
X Link 2025-12-10T11:39Z 2069 followers, XXX engagements

"Everyone is framing Ventana as Qualcomms big RISC-V moment. It isnt. Ventana is a hedge. And one that may not matter until the next decade if it ever does. Thats the real story behind $QCOM looking for optionality beyond $ARM today"
X Link 2025-12-11T11:42Z 2069 followers, XXX engagements

"@DylanOnChips Good piece. The timing of the acquisition relative to the Arm legal backdrop is an important angle. It affects how to interpret Ventana in Qualcomms long-run architecture strategy"
X Link 2025-12-11T16:21Z 2069 followers, XXX engagements