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@TradingFactsX Avatar @TradingFactsX TFX

TFX posts on X about $lrcx, $asml, $klac, asml the most. They currently have X followers and X posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

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Mentions: X #

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Followers: X #

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CreatorRank: XXXXXXXXX #

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Social Influence

Social category influence stocks XXXXX% technology brands XXXXX% finance XXXXX% countries XXXXX%

Social topic influence $lrcx #11, $asml #27, $klac #6, asml #42, ai 33.33%, salesforce #155, $sap 22.22%, $crm #115, sap 22.22%, $docn XXXXX%

Top accounts mentioned or mentioned by @crm

Top assets mentioned Lam Research Corporation (LRCX) KLA Corp (KLAC) Salesforce Inc (CRM) SAP SE (SAP) Cream (CRM) DigitalOcean Holdings, Inc. (DOCN) Genius Sports Limited (GENI) JPMorgan Chase (JPM)

Top Social Posts

Top posts by engagements in the last XX hours

"+46.34% YTD. No Mag X. Current holdings cost return: - $DOCN DigitalOcean - $XXXXX +80.16% - $SAP - $XXXXXX -XXXX% - $CRM SalesForce - $XXXXXX +8.31% - $GENI Genius Sports - $XXXX +64.09% - $ASML - $XXXXXX +58.8% - $KLAC KLA - $XXXXXX +83.38% - $LRCX Lam Research - $XXXXX +80.2% - $JPM JP Morgan - $XXX +76% Will post my thesis for each one. Like and follow"
X Link 2025-12-05T23:41Z X followers, XXX engagements

"$ASML $LRCX and $KLAC opportunity WFE intensity stable through 2030 from: Tailwinds - Leading edge node current utilization @ XXX% - Designs boom transistor architecture transitions (GAA and BSP) lack of used equipment and NAND upgrades Headwinds - Fabs focus on tool re-utilization and line adaptability - Short term: China in digestion mode"
X Link 2025-12-10T17:03Z X followers, XXX engagements

"$SAP: BUY 2030 Price Target: $500/Share 2026 to 2030 CAGR: XXXX% X. AI risk overblown: Enterprise Software vendors not "disruptors" will own data workflow execution and enterprise-grade agents. SAP is the natural control layer. X. Revenue growth locked in: XX% revenue growth from structural price increases on cloud migrations X. Margin expansion: 2025 restructuring + AI-driven productivity unlock sustained double-digit operating leverage. Full Thesis 🧵🔽"
X Link 2025-11-26T22:21Z X followers, XXX engagements

"Heading into $CRM earnings with XXX shares @ $XXXXXX cost basis. Too cheap to ignore. Repricing imminent. Thesis 🔽 Revenues: purposely conservative Up XX% from CY25 with AI contributing XX% of that growth. AI penetration among existing Salesforce cloud customers jumped from XXX% (2024) to XXXX% (2025) with XXX% higher ACVs when agentic capabilities are included. Assuming a steady +10% annual penetration plus a XX% (only) AI uplift cumulative 2026-2030 AI-driven revenue = $35.6B"
X Link 2025-11-28T19:09Z X followers, XXX engagements

"Alright - our WFE plays 2030 PTs - $ASML $1427 +58% vs current - XXX% CAGR - $LRCX $XXX +56% and XXX% CAGR - $KLAC $1578 +34% and X% CAGR Thesis 🔽 Strength even on moderate AI Capex estimate - DC spend up 2x by 2030 - 2026 visibility locked in. Remaining period estimates more conservative than most others in the market"
X Link 2025-12-10T17:03Z X followers, XXX engagements

"2030 Revenues Margins and EPS - Revenues: up between XX to XX% vs 2025 - Margins: up X to X% on GMs stability from favorable mix shift towards leading edge nodes - EPS: up XX to XXX% on above + strong buyback potential from higher FCFs and a gradual shift towards greater debt ratios to reverse the current multi-year low as interest income enticement (from high rates) dissipates"
X Link 2025-12-10T17:03Z X followers, XX engagements