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@TBU12345678 Avatar @TBU12345678 TBU

Several tech companies have recently reported earnings, with some experiencing significant reactions. $SMCI and $TXN have made headlines with their quarterly performances, with $SMCI's miss and $TXN's bookings being notable mentions. The semiconductor sector seems to be under scrutiny, with many stocks experiencing volatility.

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Social Influence

Social category influence stocks XXXXX% technology brands XX% finance XXXXX% countries XXXX% social networks XXXX% currencies XXXX% cryptocurrencies XXXX%

Social topic influence $nvda #380, to the 13.64%, $amd #41, nvda 13.64%, $mrvl 9.09%, $snps #19, $cdns #1, china 9.09%, $qcom 4.55%, twitter XXXX%

Top accounts mentioned or mentioned by @evrgn11112231 @pythiar @dalibali2 @citrini7 @fabknowledge @semianalysis @viggykrishnan @inttradenetwork @opu61659893 @talentnothaver

Top assets mentioned NVIDIA Corp. (NVDA) Advanced Micro Devices (AMD) Marvell Technology Inc (MRVL) Synopsys, Inc. (SNPS) Cadence Design Systems Inc (CDNS) QUALCOMM, Inc. (QCOM) Teradyne, Inc. (TER) HP Inc (HPQ) Dell Technologies, Inc. (DELL) NetApp Inc. (NTAP) Monolithic Power Systems, Inc. (MPWR) Datadog Inc (DDOG) Skyworks Solutions Inc (SWKS) Apple, Inc. (AAPL) Orochi Network (ON) NXP Semiconductors NV (NXPI) Texas Instruments (TXN) Lyft, Inc. Class A Common Stock (LYFT) Super Micro Computer, Inc. Common Stock (SMCI) Viking Holdings Ltd (VIK) Oracle Corporation (ORCL)

Top Social Posts

Top posts by engagements in the last XX hours

"top X Twitter calls of the year: - @dalibali2 call on Stargate being the harbinger of bloody April - @Citrini7 bottom-ticking $TER - @evrgn11112231 on hodling $ASML - @fabknowledge / @SemiAnalysis_ calling out the $QCOM trash ASIC - @viggy_krishnan long $SFTBY for OAI exposure"
X Link 2025-11-05T18:31Z 5537 followers, 55.2K engagements

"dumb question but if the $MRVL event is supposed to be a webinar only who is the live audience live extras paid actors Alchip's engineering team"
X Link 2025-06-17T17:48Z 5532 followers, 5435 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 2025-09-12T16:11Z 5532 followers, 15K engagements

"UBS takeaways: 1/ tight overlap between guys who have nice P&L and gym attendees pre-conf. only annoying thing is treadmills here shake at high speeds"
X Link 2025-12-01T16:41Z 5526 followers, 26K engagements

"3/ I add up the share $IFX.DE and $MPWR say they have in AI power and I get to 150%. sensible"
X Link 2025-12-01T19:50Z 5527 followers, 3911 engagements

"4/ Yuka at $DDOG whenever someone asks any question be like:"
X Link 2025-12-01T21:08Z 5534 followers, 3602 engagements

"5/ at happy hour Phil from $SWKS begging anyone who will listen to pay attention to his mega diversification out of $AAPL story. Good luck with the content allocations this cycle"
X Link 2025-12-02T20:14Z 5534 followers, 2642 engagements

"6/ $NXPI and $TXN didn't throw up on themselves so we might as well bid these to the moon. A lot less love for Hassane & Co at $ON but what's new"
X Link 2025-12-02T20:16Z 5534 followers, 4079 engagements

"$NVDA clearly thinks $SNPS undervalued and you guys are selling $SNPS and $CDNS down to relative lows"
X Link 2025-12-01T14:17Z 5537 followers, 26.4K engagements

"2/ what part of the cycle is it when your $LYFT driver is trading forex on the ride"
X Link 2025-12-01T17:09Z 5534 followers, 4942 engagements

"Matt Murphy at $MRVL so good he even rugged the index arb guys"
X Link 2025-12-05T22:18Z 5537 followers, 8564 engagements

"wonder who smuggled those X way $NVDA Blackwell servers into China that Deepseek trained on $SMCI"
X Link 2025-12-10T13:32Z 5537 followers, 4179 engagements

"interesting that were selling the EDA guys to lowest relative multiples when $NVDA and $AMD are ripping R&D spendprobably nothing :P"
X Link 2025-11-20T18:12Z 5537 followers, 32.3K engagements

"don't know who needs to hear this but China upside is never an investable thesis. many reasons to buy $AMD or $NVDA (for $NVDA see any number of bagholder tweets) but China is upside that never sticks. just ask: semicap analog semi EDA smartphone/rf and consumer electronics"
X Link 2025-12-09T13:46Z 5537 followers, 6698 engagements

"I have always wondered why some hedge funds append "Global" to the end of their name (e.g. Tiger Global Avala Global Viking Global Investors). If I were to have a venture it would emphasize the desire to give back to the community hence be called "TBU Local Investors""
X Link 2025-12-09T21:34Z 5537 followers, 5137 engagements

"$SNPS baggies rejoice as Sassine declines to pull the rug this time"
X Link 2025-12-10T21:19Z 5537 followers, 8099 engagements

"the $ORCL doctrine ("We are now committed to a policy of chip neutrality where we work closely with all our CPU and GPU suppliers.") speaks to the fact that Larry thinks he's running a f'ing country. Seems like the $NVDA baggies gotta wait for their day. But keep tweeting"
X Link 2025-12-10T21:39Z 5537 followers, 6034 engagements