@flyingwhale919 飞鲸投资笔记
飞鲸投资笔记 posts on X about $nvda, nvda, ai, $avgo the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.
Engagements: [---] #
- [--] Months [------] -0.34%
- [--] Year [------] +16,512%
Mentions: [--] #
Followers: [-----] #
- [--] Months [-----] +0.14%
- [--] Year [-----] +1,202%
CreatorRank: [---------] #
Social Influence
Social category influence stocks 88% technology brands 55% cryptocurrencies 12% celebrities 2% social networks 1%
Social topic influence $nvda 27%, nvda 27%, ai 16%, $avgo 12%, $msft 10%, avgo 10%, msft 9%, $inod 8%, $amd 7%, $aehr 6%
Top accounts mentioned or mentioned by @youtube @hhuang @jackxec @diyas_1989
Top assets mentioned NVIDIA Corp. (NVDA) Broadcom, Inc. (AVGO) Microsoft Corp. (MSFT) Advanced Micro Devices (AMD) Palantir Technologies Inc. (PLTR) Alphabet Inc Class A (GOOGL) Amazon.com, Inc. (AMZN) Marvell Technology Inc (MRVL) Orochi Network (ON) Taiwan Semiconductor (TSM) STMicroelectronics N.V. (STM) Credo Technology Group Holding Ltd (CRDO) Intel Corporation (INTC) Micron Technology, Inc. (MU) Apple, Inc. (AAPL) Axon Enterprise, Inc. (AXON) Rambus Inc (RMBS) Metadium (META) Semtech Corp (SMTC) Teradyne, Inc. (TER) Coherent Inc (COHR) Lumentum Holdings Inc. Common Stock (LITE) AppLovin Corporation (APP) Oracle Corporation (ORCL) NXP Semiconductors NV (NXPI) Four (FORM) Viavi Solutions Inc. Common Stock (VIAV) Sandisk Corporation (SNDK) Applied Optoelectronics, Inc. (AAOI) Fabrinet (FN) ADMA Biologics, Inc. (ADMA) TransMedics Group, Inc. Common Stock (TMDX) Landwolf (WOLF) Coldstack (CLS) Cadence Design Systems Inc (CDNS) Netflix Inc (NFLX) Now Coin (NOW) Vistra, Corp. (VST) Ciena Corporation (CIEN) Applied Digital Corp. (APLD) Super Micro Computer, Inc. Common Stock (SMCI) Microchip Technology Inc. (MCHP) Onto Innovation Inc. (ONTO) Camtek Ltd (CAMT) Entegris, Inc. (ENTG) Applied Materials, Inc. (AMAT) Tower Semiconductor Ltd (TSEM) Western Digital Corp (WDC) CME Group Inc (CME) Enphase Energy Inc (ENPH) Adobe, Inc. (ADBE) Snowflake Inc. (SNOW) MongoDB, Inc. (MDB) Cloudflare, Inc. (NET) monday.com Ltd. (MNDY) MKS Instruments Inc (MKSI) Sea Limited (SE) Vertiv Holdings Co (VRT) Booking Holdings Inc (BKNG) Celsius Holdings, Inc. Common Stock (CELH) QUALCOMM, Inc. (QCOM) Amkor Technology Inc (AMKR) Iris Energy Limited (IREN) CoreWeave, Inc (CRWV) Nebius Group N.V. Class A Ordinary Shares (NBIS) MACOM Technology Solutions Holdings, Inc (MTSI)
Top Social Posts
Top posts by engagements in the last [--] hours
"AI $TER $ONTO $CAMT $FORM $UCTT $ICHR $AEHR"
X Link 2026-01-28T10:51Z [----] followers, [----] engagements
"$ICHR 20% ICHR11326 $ENTG $AMAT"
X Link 2026-02-10T01:13Z [----] followers, [----] engagements
"Coherent $COHR $LITE $TSEM $AXTI https://open.substack.com/pub/flyingwhale919/p/bain-capitalcoherent-cohrr=1sh08z&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/flyingwhale919/p/bain-capitalcoherent-cohrr=1sh08z&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2026-02-10T23:07Z [----] followers, [----] engagements
"Viavi $VIAV $TER . +20%"
X Link 2026-02-02T21:52Z [----] followers, 17.9K engagements
"$WDC $SNDK [--] [--] [--] WDC SNDK26/2/24750SNDK"
X Link 2026-02-03T20:51Z [----] followers, [----] engagements
"Formfactor $FORM 15% Viavi $VIAV $TER"
X Link 2026-02-04T22:26Z [----] followers, [----] engagements
"$CME https://youtu.be/nhkLugyy7m0si=FtBBEQXC_Glto_h7 https://youtu.be/nhkLugyy7m0si=FtBBEQXC_Glto_h7"
X Link 2026-02-05T00:11Z [----] followers, [----] engagements
"Enphase $ENPH +38%+ $TAN"
X Link 2026-02-05T07:21Z [----] followers, [----] engagements
"AIsubstacksubstackyoutube( $ADBE $PLTR $SNOW $MDB $NET https://open.substack.com/pub/flyingwhale919/p/aiutm_campaign=post-expanded-share&utm_medium=web https://open.substack.com/pub/flyingwhale919/p/aiutm_campaign=post-expanded-share&utm_medium=web"
X Link 2026-02-07T00:17Z [----] followers, [----] engagements
"$MU $NVDA HBM4- https://open.substack.com/pub/flyingwhale919/p/munvda-hbm4r=1sh08z&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/flyingwhale919/p/munvda-hbm4r=1sh08z&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2026-02-07T23:48Z [----] followers, 19.1K engagements
"SK $MU 3%---- $NVDA HBM4 https://open.substack.com/pub/flyingwhale919/p/munvda-hbm4r=1sh08z&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/flyingwhale919/p/munvda-hbm4r=1sh08z&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2026-02-10T01:43Z [----] followers, [----] engagements
"$MNDY 20%AI https://open.substack.com/pub/flyingwhale919/p/aiutm_campaign=post-expanded-share&utm_medium=web https://open.substack.com/pub/flyingwhale919/p/aiutm_campaign=post-expanded-share&utm_medium=web"
X Link 2026-02-10T01:56Z [----] followers, [---] engagements
"$AEHR 14% $GOOG TPU4 5Capex"
X Link 2026-02-11T12:57Z [----] followers, [----] engagements
"$MU Wolfe 😀+10% $SNDK +12% https://open.substack.com/pub/flyingwhale919/p/munvda-hbm4r=1sh08z&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/flyingwhale919/p/munvda-hbm4r=1sh08z&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2026-02-11T21:38Z [----] followers, [---] engagements
"$MKSI https://open.substack.com/pub/flyingwhale919/p/mksi-mks-inc-fy25q4r=1sh08z&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/flyingwhale919/p/mksi-mks-inc-fy25q4r=1sh08z&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2026-02-16T07:23Z [----] followers, [---] engagements
"Bernstein $NVDA NviidaQ4Blackwell [----] https://youtu.be/SLwwRbea7qssi=FReK3hL3S26_WKod https://youtu.be/SLwwRbea7qssi=FReK3hL3S26_WKod"
X Link 2025-03-04T21:56Z [----] followers, [----] engagements
"BroadcomASICAI Networking $AVGO $NVDA https://youtu.be/HkjJphvsxLMsi=rymFFIxGJcKKBz0u https://youtu.be/HkjJphvsxLMsi=rymFFIxGJcKKBz0u"
X Link 2025-03-06T02:36Z [----] followers, [----] engagements
"$avgo HypescalerHyperscalerMeta $mrvl $amzn $msft https://youtu.be/U-bGQAhl_zwsi=CBgKohm55z2n43KR https://youtu.be/U-bGQAhl_zwsi=CBgKohm55z2n43KR"
X Link 2025-03-09T10:56Z [----] followers, [----] engagements
"$AAOI $AMZN +90%+50% $FN AMZN11%"
X Link 2025-03-14T00:19Z [----] followers, [----] engagements
"$NVDA 25GTCNvidia GTC"
X Link 2025-03-17T00:42Z [----] followers, [----] engagements
"MediaTekGTC2025Nvidia $NVDA IPASICNVLinkAEC"
X Link 2025-03-20T10:06Z [----] followers, [----] engagements
"AI semiTD cowen $MSFT AI capexCSP25H1)AI $VRT"
X Link 2025-03-26T23:02Z [----] followers, [----] engagements
"412( 411) . $AAPL $NVDA . "
X Link 2025-04-13T23:32Z [----] followers, [----] engagements
"Palantir $PLTR $AXON $ADMA $INOD $TMDX $APP $CELH"
X Link 2025-05-03T01:50Z [----] followers, [----] engagements
"innodata $INOD +12% 16% ( INOD ). "+5% -5%" " ". "
X Link 2025-05-10T06:33Z [----] followers, [----] engagements
"ComputexNVLINK fusionASIC CPU GPUNVLINK $NVDA GPU CPUPPT $AVGO"
X Link 2025-05-19T23:48Z [----] followers, [----] engagements
"$WOLF 50%WSJWolfspeed $ON $STM $IFNNY wolfspeed https://www.wsj.com/articles/wolfspeed-prepares-to-file-for-bankruptcy-within-weeks-7bd98040 https://www.wsj.com/articles/wolfspeed-prepares-to-file-for-bankruptcy-within-weeks-7bd98040"
X Link 2025-05-20T22:46Z [----] followers, [----] engagements
"Nvidia $NVDA NVDAAI"
X Link 2025-05-29T11:00Z [----] followers, [----] engagements
"AI NetworkingCredo $CRDO . 12%60%12%11%"
X Link 2025-06-03T11:47Z [----] followers, [----] engagements
"$aehr 78AEHRIR PPTNvidia $NVDA Google $GOOG $MSFT $MU $AVGO $MRVL $QCOM"
X Link 2025-07-01T06:04Z [----] followers, [----] engagements
"/ $CLS 10%EDA/IP $CDNS +6% $AMKR +6%/IP $RMBS +4%"
X Link 2025-07-28T21:49Z [----] followers, [----] engagements
"$MSFT $META $GOOG 5%10% AI"
X Link 2025-07-31T00:36Z [----] followers, [----] engagements
"$INOD 2) $GOOG $MSFT $META $AMZN 2013025H21000"
X Link 2025-08-02T23:32Z [----] followers, [----] engagements
"$AMD 8/5GPU26GPU150beat"
X Link 2025-08-05T00:14Z [----] followers, [----] engagements
"$AEHRGPU $NVDA $AMD AEHRAIAEHR9% 35% CEO"
X Link 2025-08-26T12:37Z [----] followers, [----] engagements
"$IREN AI $CRWV $NBIS Neocloud AI"
X Link 2025-08-28T21:34Z [----] followers, [----] engagements
"12/2 $CRDO AI $NVDA GPUAIGPUNetworking/InterconnectingCREDOAI"
X Link 2024-11-30T10:26Z [----] followers, 28.1K engagements
"AIASICGPU20241216 (24-08 $NVDA $AVGO https://youtu.be/QGl4j_zm3tMsi=Zfy26GAoTjD1Gk1U https://youtu.be/QGl4j_zm3tMsi=Zfy26GAoTjD1Gk1U"
X Link 2024-12-16T13:27Z [----] followers, 20K engagements
"broadcom $AVGO ASIC $NVDA GPU"
X Link 2024-12-16T13:32Z [----] followers, [----] engagements
"Morgan StanleyASIC GPUAIASIC/GPUAI241150202723804050ASIC2411%12027300ASIC"
X Link 2024-12-17T12:38Z [----] followers, 64.7K engagements
"$NFLX 10% 25"
X Link 2025-01-21T21:52Z [----] followers, [----] engagements
"DeepseekAI $Meta$ $MSFT AI infra $AVGO$ 4%ASIC"
X Link 2025-01-30T23:36Z [----] followers, [----] engagements
"$NVDA blackwell+ $SMTC 8%10%25%"
X Link 2025-02-08T00:43Z [----] followers, [----] engagements
"AI NetworkingACCAEC $SMTC $MTSI ACCLPO $NVDA ACCLPOAEC $CRDO"
X Link 2025-02-10T01:01Z [----] followers, 13.6K engagements
"$ON 24Q48%227 ON"
X Link 2025-02-10T23:14Z [----] followers, [----] engagements
"16% $TSM $AVGO ()FPGA Mobileye $MBLY $INTC via @YouTube https://youtu.be/xUxhXUFdeussi=fQcRfB03m8QcQFCZ https://youtu.be/xUxhXUFdeussi=fQcRfB03m8QcQFCZ"
X Link 2025-02-18T22:24Z [----] followers, 52.1K engagements
"$AXON 16%NorthcoastFlock Safety AXON"
X Link 2025-02-19T21:18Z [----] followers, [----] engagements
"Deepseek $INOD twitter/xAI"
X Link 2025-02-21T06:52Z [----] followers, [----] engagements
"MSSAAS/ $PLTR $MSFT $ORCL $NOW $PANW $APPN $GTLB"
X Link 2025-02-21T22:03Z [----] followers, 13.5K engagements
"/AI20% $ADI $LSCC $NXPI $IFNNY $STM $ON"
X Link 2025-02-22T00:57Z [----] followers, [----] engagements
"$NVDA GB200 NVLdelayOEM/ODMNVDAOEM/ODMOEMdelay"
X Link 2025-02-24T10:29Z [----] followers, 23.5K engagements
"$AXON $KEYS AXON710500KEYS10%"
X Link 2025-02-25T00:44Z [----] followers, [----] engagements
"Nvidia $NVDA 8.7% $TSM CoWoS https://youtu.be/SLwwRbea7qssi=FReK3hL3S26_WKod https://youtu.be/SLwwRbea7qssi=FReK3hL3S26_WKod"
X Link 2025-03-03T22:02Z [----] followers, 18.2K engagements
"BroadcomAI AIASICNetworking AIVMWare $AVGO $NVDA $MRVL https://youtu.be/U-bGQAhl_zwsi=yZpBwkbkN6MKj2MZ https://youtu.be/U-bGQAhl_zwsi=yZpBwkbkN6MKj2MZ"
X Link 2025-03-09T01:58Z [----] followers, [----] engagements
"$INTC $TSM $NVDA $AMD $AVGO 50% https://youtu.be/xUxhXUFdeussi=ifhYr2qUQ2w1G7Gm https://youtu.be/xUxhXUFdeussi=ifhYr2qUQ2w1G7Gm"
X Link 2025-03-12T23:11Z [----] followers, 20.2K engagements
"$AMZN $MSFT"
X Link 2025-04-21T22:25Z [----] followers, [----] engagements
"$Goog 7.5% $AAPL Safari [--] AI"
X Link 2025-05-07T22:06Z [----] followers, [----] engagements
"$CEG +5% $VST +3% JUST IN: Trump to invoke wartime act on uranium set to sign nuclear orders to increase nuclear energy in the US JUST IN: Trump to invoke wartime act on uranium set to sign nuclear orders to increase nuclear energy in the US"
X Link 2025-05-23T00:30Z [----] followers, [----] engagements
"ASICMicrosoft $MSFT ASICMaia 280202720%30%😅"
X Link 2025-07-02T23:11Z [----] followers, [----] engagements
"$TSM 25Q4 10%( +8% Q4 8Q4 Q4 $AAPL )"
X Link 2025-07-18T06:51Z [----] followers, [----] engagements
"3) $RMBS //"
X Link 2026-02-03T06:41Z [----] followers, [----] engagements
"CREDOAIHPCCSPAI $MSFT 30%AICREDO"
X Link 2024-11-30T10:28Z [----] followers, [----] engagements
"Ciena $CIEN $LITE $COHR $FN $LUMN . . /AI "
X Link 2024-12-12T20:39Z [----] followers, [----] engagements
"@hhuang @jackxec Ciena $CIENAI/. $LITE $COHR $AAOI $SMTC $ALAB $CRDO Ciena"
X Link 2024-12-13T22:25Z [----] followers, [----] engagements
"$AEHR $APLD $TSM trump"
X Link 2025-01-13T10:12Z [----] followers, [----] engagements
"AI infrastargate $ORCL $VST $APLD AI"
X Link 2025-01-21T20:55Z [----] followers, [----] engagements
"Palantir $PLTR 19.7% [---]. . PLTR ""( ). PLTR "
X Link 2025-02-04T11:01Z [----] followers, [----] engagements
"Elon MuskxAIGrok [--] . Innodata $INOD . 2/20 twitter/xAI ()"
X Link 2025-02-18T00:51Z [----] followers, [----] engagements
"$amzn ASICtrainium [--] $mrvl . trainium [--] AIchip Marwell"
X Link 2025-02-18T21:58Z [----] followers, 109.2K engagements
"Innodata $INOD 24Q410%60 //Q4160%"
X Link 2025-02-21T06:50Z [----] followers, 30.1K engagements
"(STM) (NXPI)"
X Link 2025-02-22T01:05Z [----] followers, [----] engagements
"DeepseekAI MoE EP $NVDA H20)"
X Link 2025-02-25T21:18Z [----] followers, [----] engagements
"MS TMT $TSM [--] [--] $INTC Fab3CoWoS25"
X Link 2025-03-04T22:22Z [----] followers, [----] engagements
"broadcom $AVGO QA7% $MRVL"
X Link 2025-03-06T21:32Z [----] followers, [----] engagements
"Loop Capital $AAPL [--] $NVDA GB300NVL72 $SMCI $DELL 10AI"
X Link 2025-03-25T10:02Z [----] followers, [----] engagements
"Palantir $PLTR : DOGE IRS .( DOGEPLTR .) NATO . . ( . )"
X Link 2025-04-15T00:35Z [----] followers, [----] engagements
"/ 1Spotify $SPOT $NFLX 2025"
X Link 2025-04-28T00:34Z [----] followers, [----] engagements
"$SMCI FY25Q315% / $NVDA GB200GB300SMCI"
X Link 2025-04-29T22:10Z [----] followers, [----] engagements
"$axon $app $adma $INOD $TMDX"
X Link 2025-05-07T21:15Z [----] followers, [----] engagements
"$HSAI $PDD $NVDA $AMBA $ZS "
X Link 2025-05-27T07:25Z [----] followers, [----] engagements
"EDA $CDNS $SNPS trumpEDA"
X Link 2025-05-28T21:15Z [----] followers, [----] engagements
"BASiC)24 $STM $ON $IFNNY 70%55% $WOLF $AEHR"
X Link 2025-05-31T21:34Z [----] followers, [----] engagements
"/ $ON $NXPI $STM $MCHP"
X Link 2025-07-02T22:12Z [----] followers, [----] engagements
"$HOOD $APP 500535Applovin500Applovin"
X Link 2025-09-05T21:44Z [----] followers, [----] engagements
"/SAAS $SAP $NOW / $PLTR 100"
X Link 2025-04-24T01:42Z [----] followers, [----] engagements
"$NVDA $AMD Elon MuskMOUAMDsome5%5GPU Good day to be an Nvidia salesperson. Musk tells CNBC xAI will be implementing [--] million GPUs outside of Memphis (most of which will be Nvidia and some AMD). That's basically a $30-40B ticket to $NVDA or if it was done in CY26 it would account for about 15% of the current Good day to be an Nvidia salesperson. Musk tells CNBC xAI will be implementing [--] million GPUs outside of Memphis (most of which will be Nvidia and some AMD). That's basically a $30-40B ticket to $NVDA or if it was done in CY26 it would account for about 15% of the current"
X Link 2025-05-20T23:18Z [----] followers, [----] engagements
"AI $ORCL $AVGO AI $FERM Matador [---] 40%"
X Link 2025-12-13T07:04Z [----] followers, [----] engagements
"2026AIAI $MCHP +11% $NXPI) $TXN 8% $ON $STM +5%"
X Link 2026-01-07T07:09Z [----] followers, [---] engagements
"Agentic AIserver CPU $INTC $AMD Rambus $RMBS Server CPURambus 15%missINTEL"
X Link 2026-02-03T06:35Z [----] followers, [----] engagements
"2 $RMBS miss26Q1Q2"
X Link 2026-02-03T06:39Z [----] followers, [----] engagements
"$Meta ASICMTIA $CLS OpenAIOpeanAIAVGOASIC $CRDO 10% $SMTC 12%"
X Link 2025-01-30T23:37Z [----] followers, [----] engagements
"$INOD AI/Mag7AIScale AI"
X Link 2025-02-13T22:27Z [----] followers, 31.1K engagements
"Marwell $MRVL AI Networking-15%"
X Link 2025-03-05T21:23Z [----] followers, 11.2K engagements
"Nvidia $NVDA AISpruce point AI $TEM 19%"
X Link 2025-05-28T22:01Z [----] followers, [----] engagements
"$AEHR 22%8sonoma AI 24956sonoma FY25Q4 $GOOG $AMZN) https://youtu.be/YtuPthvZFeI https://youtu.be/YtuPthvZFeI"
X Link 2025-07-22T21:49Z [----] followers, [----] engagements
"$AMD 4%210 1MI355XASP1.52.5AMDfans 2PCserver CPU $INTC"
X Link 2025-07-29T00:31Z [----] followers, [----] engagements
"$AMD 5.5% ( $NVDA 0.8%) Fubon "The first version of Rubin was already taped out in late June but nVidia is now redesigning the chip to better match AMDs upcoming MI450" AMDfans . "
X Link 2025-08-13T22:27Z [----] followers, [----] engagements
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