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@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.

Engagements: XXXXX #

• X Week XXXXXX -XX%
• X Month XXXXXXX -XX%
• X Months XXXXXXXXX +93%
• X Year XXXXXXXXX +3,316%

Mentions: XX #

• X Week XX -XX%
• X Month XX -XX%
• X Months XXX +1.70%
• X Year XXX +405%

Followers: XXXXX #

• X Week XXXXX +0.53%
• X Month XXXXX +3.30%
• X Months XXXXX +87%
• X Year XXXXX +844%

CreatorRank: XXXXXXX #

Social Influence

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

Social topic influence $nvda #605, $amd #35, dram 6.25%, $hpq 6.25%, $dell 6.25%, $ntap 6.25%, dell 6.25%, deflation 6.25%, $ifxde 6.25%, $mpwr XXXX%

Top accounts mentioned or mentioned by @pythiar @rwang07 @evrgn11112231 @opu61659893 @talentnothaver @blamequants

Top assets mentioned NVIDIA Corp. (NVDA) Advanced Micro Devices (AMD) HP Inc (HPQ) Dell Technologies, Inc. (DELL) NetApp Inc. (NTAP) Monolithic Power Systems, Inc. (MPWR) Skyworks Solutions Inc (SWKS) Apple, Inc. (AAPL) NXP Semiconductors NV (NXPI) Texas Instruments (TXN) Orochi Network (ON) Microchip Technology Inc. (MCHP) Microsoft Corp. (MSFT) Synopsys, Inc. (SNPS) Cadence Design Systems Inc (CDNS) Datadog Inc (DDOG) Marvell Technology Inc (MRVL) Lyft, Inc. Class A Common Stock (LYFT)

Top Social Posts

Top posts by engagements in the last XX hours

"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 5526 followers, 15K 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 5523 followers, 3893 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 5526 followers, 2619 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 5526 followers, 4051 engagements

"8/ $MCHP with the laughable pre to cap off a banner analog day. good luck hitting next year's numbers Steve"
X Link 2025-12-02T21:33Z 5523 followers, 3810 engagements

"9/ Jensen at $NVDA and Satya at $MSFT competing to see who can get more podcast hours. The $NVDA baggie energy so real here yeah I realize this comment gonna be the bottom"
X Link 2025-12-03T23:01Z 5523 followers, 2110 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 5527 followers, 32K engagements

"$NVDA clearly thinks $SNPS undervalued and you guys are selling $SNPS and $CDNS down to relative lows"
X Link 2025-12-01T14:17Z 5526 followers, 18.1K engagements

"4/ Yuka at $DDOG whenever someone asks any question be like:"
X Link 2025-12-01T21:08Z 5527 followers, 3574 engagements

"Matt Murphy at $MRVL so good he even rugged the index arb guys"
X Link 2025-12-05T22:18Z 5526 followers, 8383 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 5527 followers, 26K 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 5527 followers, 4819 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 5526 followers, 5163 engagements