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@TBU12345678 Avatar @TBU12345678 TBU

TBU posts on X about dell, $nvda, china, nvda the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

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Mentions: XX #

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Followers: XXXXX #

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CreatorRank: XXXXXXX #

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Social Influence #

Social category influence stocks XXXX% technology brands XXXX% countries XXXX% currencies XXXX% finance XXXX% cryptocurrencies XXXX%

Social topic influence dell #179, $nvda #2150, china #4713, nvda #771, $dell #5, dram #60, $amd #628, $ntap #7, $amat #45, $intc #202

Top accounts mentioned or mentioned by @evrgn11112231 @pythiar @jake_ayes @dalibali2 @blamequants @lokoyacap @enertuition @rwang07 @kairospraxis @raynorcapital @tmtlongshort @roicaholic76 @insane_analyst @revcap @jigsawcap @poddie528392 @bullfightcap @nuancerocket @bucketshopcap @alex_intel_

Top assets mentioned Dell Technologies, Inc. (DELL) NVIDIA Corp. (NVDA) Advanced Micro Devices (AMD) NetApp Inc. (NTAP) Applied Materials, Inc. (AMAT) Intel Corporation (INTC) HP Inc (HPQ) Arista Networks Inc (ANET) Marvell Technology Inc (MRVL) Logitech International SA (LOGI) KLA Corp (KLAC) Spacemesh (SMH) IonQ, Inc. (IONQ) Micron Technology, Inc. (MU) 2025 (2025) Coldstack (CLS) Rigetti Computing, Inc. Common Stock (RGTI) D-Wave Quantum Inc. (QBTS) Stacks (STX) Synopsys, Inc. (SNPS) Taiwan Semiconductor (TSM) Skyworks Solutions Inc (SWKS)

Top Social Posts #

Top posts by engagements in the last XX hours

"$ANET pre and post the whitebox freakout is a pretty good case study here too"
X Link @TBU12345678 2025-10-08T17:52Z 5040 followers, 1911 engagements

"credit to Toshiya / Colette for stripping out China from $NVDA revs. betting on the reversion of the $NVDA vs. the junk is probably once more the correct move here"
X Link @TBU12345678 2025-10-10T21:40Z 5040 followers, 8991 engagements

"I'm a pod but this LT call on $AMD doing semicustom GPU actually ended up being surprisingly good. Sadly these other two gonna be wrong haha"
X Link @TBU12345678 2025-10-10T14:13Z 5040 followers, 12K engagements

"after hearing Matt Murphy at $MRVL pump his stock with gusto hearing George Kurian at $NTAP drone on about how storage will "eventually" see its day reminds me why this is a pretty easy underweight / short"
X Link @TBU12345678 2025-09-24T18:06Z 5038 followers, 5360 engagements

"@rwang07 some of these wistron orders are AMD tho so not all going to dell"
X Link @TBU12345678 2025-10-08T15:38Z 5019 followers, XXX engagements

"care pack of some intra-Q shorts: $LOGI: pricing is rolling implying that they couldn't push through tariffs on mice and keyboards. "ruh roh" for rev and GMs $HPQ: could be a nonprofit with commod inflation + CPU px increase. $DELL also comin' for you downmkt so gl w/ pricing"
X Link @TBU12345678 2025-10-09T21:27Z 5040 followers, 4808 engagements

"pretty hilarious that $NTAP is eroding topline even though they can price lower given they have pre-bought NAND. what happens when that NAND cost base goes up in Q4 given commodity inflation hmmm"
X Link @TBU12345678 2025-10-10T13:26Z 5040 followers, 2616 engagements

"$DELL: the strategy is moving PC down mkt and overpromising on storage+gen purp server. gl w that easy fade after a ripper on HF positioning $KLAC: process control cycle ending already promised the world + DRAM coming back needed for St nums not upside like for $ASML / $AMAT"
X Link @TBU12345678 2025-10-09T21:32Z 5040 followers, 1651 engagements

"@rev_cap ppl been giga long the mag X for years are maxed out on net and gross then now need to go down the risk curve. these are just sources of funds by default. $NVDA has lagged ai junk but they havent really done much wrong"
X Link @TBU12345678 2025-10-11T20:05Z 5040 followers, XXX engagements

"vibe check on @wolfejosh who cried overbuild into basically the best XXX months semis have had in years. funnily enough NOW he has more of a credible argument on rel perf (totally fair to say $SMH rel perf could peak out at '24 levels).but crickets from lord VC"
X Link @TBU12345678 2025-10-02T20:27Z 5040 followers, 12.5K engagements

"This $AMAT 8-K on China cleans up numbers a lot and de-risks FY26 pretty nicely. Story now focused on DRAM capex upside and return of leading edge logic. Now China exposure is lowest in the group which should help close the gap with peers. Buyable dip"
X Link @TBU12345678 2025-10-03T14:23Z 5038 followers, 11.5K engagements

"bubble boy generalist starter pack: - $STX $XX of EPS by 20x - $MU $20-25 of RR EPS by 12.5x - $CLS cuz it's up a lot - $SFBY as "cheap" OpenAI exposure (PT=infinity) - scouts in $RGTI $IONQ $QBTS - won't add to $NVDA because "my cost basis is like $XX bro""
X Link @TBU12345678 2025-10-08T22:27Z 5037 followers, 16.8K engagements

"6/ things happening in this space every day but jeez our semis pitches are so darn tired at this point. not much new other than some shorts being pulled off the board"
X Link @TBU12345678 2025-09-09T02:21Z 5039 followers, 3855 engagements

"big props to Michael Dell for dumping $1B of $DELL stock on buffoonish LOs buying at the top right before the big China draw. there's a reason this guy is a billionaire what a legend"
X Link @TBU12345678 2025-10-13T16:22Z 5040 followers, 42K engagements

"@PythiaR i thought $XXX was $snps then i saw the chart didnt look like death"
X Link @TBU12345678 2025-10-15T02:29Z 5040 followers, XXX engagements

"it happened I'm finally bullish $AMD for a chip shot into earnings: - we know trad server CPU is the main culprit behind this memory rip and the stock has seen no goodness - Xilinx is finally ok which is their big gross profit driver (Alterra raising px) - deal with $INTC is bullish since they aren't out in the cold with the govt + can be in good graces - MI400X is unknowable but the space is so hot that the analyst day probably needs to be viewed as a positive catalyst post-print since they can guide a mega number and you won't be able to call BS on it"
X Link @TBU12345678 2025-10-02T13:46Z 5040 followers, 28.3K engagements

"I think it's more apparent than ever now that any outperformer long needs a credible bear case to overcome or it will lag. I like $AMAT (even respected PMs will point to China as structural issue and forget DRAM torque) and favored $AMD (MI400X is a zero) for those reasons. $TSM was trash when it was n of X but now there are real bear cases you can overcome (or disprove) post-Trump / $INTC vs. fantasy bear cases"
X Link @TBU12345678 2025-10-08T17:50Z 5037 followers, 18.1K engagements

"also saying memory $NVDA is sort of braindead long term take:"
X Link @TBU12345678 2025-10-07T17:35Z 5039 followers, 1099 engagements

"7/ cant tell what was more empty Equinox at 5a or the $SWKS meeting"
X Link @TBU12345678 2025-09-09T15:12Z 5039 followers, 3566 engagements

"at this point clear that NAND and DRAM are in an inflationary trajectory. so who does this affect negatively - PC makers like $HPQ $DELL who just took price and prob cant again - storage box guys like $NTAP who isnt really levered to hyperscale + guiding to commod deflation"
X Link @TBU12345678 2025-09-12T16:11Z 5040 followers, 4051 engagements

"@insane_analyst $intc and $arm ye"
X Link @TBU12345678 2025-10-13T15:08Z 5040 followers, 1830 engagements