[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@VicunaInvest David Vicuña | Investment Edge
David Vicuña | Investment Edge posts on X about $smci, ai, if you, $envx the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.
Engagements: XXX #
- X Week XXXXX +72%
- X Month XXXXXX +75%
Mentions: X #
- X Month XX -XX%
Followers: XXX #
- X Week XXX +14%
- X Month XXX +45%
CreatorRank: XXXXXXXXX #
Social Influence
Social category influence luxury brands XXXXX% finance XXXXX% stocks XXXX%
Social topic influence $smci #20, ai 18.75%, if you 12.5%, $envx 12.5%, $40s 6.25%, business 6.25%, in line 6.25%, clarity 6.25%, $40bn XXXX%
Top accounts mentioned or mentioned by @holdmybirra @phantom @solstrategies
Top assets mentioned Super Micro Computer, Inc. Common Stock (SMCI) Enovix Corporation Common Stock (ENVX)
Top Social Posts
Top posts by engagements in the last XX hours
"I see $SMCI coming back to mid $40s anytime soon"
X Link 2025-12-01T15:31Z XXX followers, 6136 engagements
"Supermicro (SMCI) has been one of the purest AI infrastructure plays in the market. 🧠💻 But with rapid growth margin pressure and rising competition from Dell/HPE/Nvidia is it time to get nervous 👇 New deep dive:"
X Link 2025-12-07T17:52Z XXX followers, XXX engagements
"The key questions explored in the piece: Are SMCIs margins structurally weaker than peers How much of current demand is pull-forward vs. sustainable Can SMCI defend its niche as hyperscalers and OEMs ramp their own AI server offerings"
X Link 2025-12-07T17:52Z XXX followers, XX engagements
"New deep dive on $SMCI looking at current valuation and technicals and analyzing their biggest risks. If you are an investor of $SMCI you can't miss this one"
X Link 2025-12-07T17:38Z XXX followers, XX engagements
"The market is overpricing the risks when valuing $SMCI compressing their multiples to really pessimistic ranges. forward P/E: 20x P/S: 1.05x Read my latest Substack to learn more about my $SMCI thesis and why I think their strategic partnership and industry leading technology will help their margins get back on track Read my full deep dive here: More deep dives on my website: $HIMS $COIN $STKE / $HODL.CN $AMD $SYM"
X Link 2025-12-07T17:48Z XXX followers, XXX engagements
"$SMCI top line has exploded on the back of AI server demand and AI factory builds. The problem Scaling this fast is starting to squeeze profitability and stress the business model. In the thread + article youll see how growth vs. margins is starting to clash. $SMCI"
X Link 2025-12-07T17:52Z XXX followers, XXX engagements
"In the Substack youll get: A clean breakdown of recent earnings and margin trends A simple valuation framework (not just headline multiples) If you own trade or are just AI-curious this will sharpen your view. $SMCI"
X Link 2025-12-07T17:52Z XXX followers, XXX engagements
"Okay now a bit on $ENVX earnings. Pretty much everything in line with management guidance not a lot of clarity on the M&A path ahead (which is critical for expansion). Big focus expanding in defense and industrial applications ✅ I like this $ENVX batteries are perfect for ammunition drones wearables etc. With defense currently representing the biggest revenue source for $ENVX I think is a good step to start providing more value for the customer they already have. AI-1 has now independent audit performance assurance marking a big focus segment for $ENVX. Getting into the AI game. They estimate"
X Link 2025-11-06T03:21Z XXX followers, 1217 engagements
"$ENVX is now trading at one of the lowest forward P/S ratios in the last couple of years Its still a pricey 27x forward P/S. 🥶😥 Incredible execution from the $ENVX team is necessary; their new-gen AI-1 battery will be a stepping stone in their growth trajectory to over $40bn TAM by 2040. With revenues expected to grow over XX% in coming years and expanded commercialization of their batteries across multiple industries I believe $ENVX could be an underrated play for the AI era. $ENVX doesnt have much coverage or FinX exposure. But their patented technology and strategic partnerships will"
X Link 2025-11-10T22:35Z XXX followers, 2210 engagements