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@iamfabian Avatar @iamfabian 豆栽培者ファビアン

豆栽培者ファビアン posts on X about ai, $4062t, $6857t, $atty the most. They currently have XXXXX followers and XX posts still getting attention that total XX engagements in the last XX hours.

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Social Influence

Social category influence stocks XX% finance XX% technology brands X% cryptocurrencies X% countries X%

Social topic influence ai 24%, $4062t #3, $6857t #5, $atty #1, $ter #25, $6967t #30, $lite 4%, marvell tech 4%, deep dive 4%, $mrvl X%

Top accounts mentioned or mentioned by @hannesahl @solarlink @politvulpes @jackuk78 @notesonthenoise @mmmtwealth @researchqf @vikramskr @mazenbarbir

Top assets mentioned Teradyne, Inc. (TER) Lumentum Holdings Inc. Common Stock (LITE) Marvell Technology Inc (MRVL) NVIDIA Corp. (NVDA) Viavi Solutions Inc. Common Stock (VIAV) KEYS (KEYS) Flex Ltd. Ordinary Shares (FLEX) Amphenol Corporation (APH) TE Connectivity Ltd (TEL) Cisco Systems Inc (CSCO) Arista Networks Inc (ANET) Velas (VLX) Telcoin (TEL)

Top Social Posts

Top posts by engagements in the last XX hours

"@ResearchQf I wrote about $LITE my Substack article"
X Link 2025-12-04T23:03Z 1094 followers, XXX engagements

"I just published my pre-earnings Deep Dive on Marvell Technology $MRVL ahead of tomorrows earnings report. I break down why Marvell sits at the center of the Interconnect Singularity the shift from a FLOPs race to a bandwidth bottleneck and how the move to 1.6T optics and 3nm DSPs could reshape the companys trajectory. I also cover the acquisition news of Celestial AI key setup for earnings including custom silicon momentum merchant optics margin risk and the 800G to 1.6T transition. Please have a read and as always open for feedback"
X Link 2025-12-02T11:58Z 1096 followers, 2520 engagements

"@mazen_barbir I need more time to look into EATON even though it is a reliable name within its industry. IBIDEN is part of my Japanese stock deep dive which I have not had to chance to even begin but will share all of my thoughts here on X and on my Substack"
X Link 2025-12-03T14:49Z 1098 followers, XX engagements

"The Semi Test Duopoly is printing money but the trade is bifurcating. 🧵 We are witnessing a historic split in the $80B+ Semi Cap Equipment market. On one side: The "Momentum" Monopoly Advantest $ATTY. On the other: The "Value" Vertical Play with Teradyne $TER A thread 🧵"
X Link 2025-12-03T16:34Z 1098 followers, XXX engagements

"The "Gold Rush" Winner: Advantest $ATTY Financial execution in 2025 has been flawless. Revenue: 779.7B (+60% YoY) Net Income: +159% surge Guidance: RAISED to 950B for FY2026 If you wanted a derivative play on $NVDA HBM volume this was it. The stock is a 5-bagger from the lows"
X Link 2025-12-03T16:34Z 1098 followers, XX engagements

"Coming from the Test & Measurement industry T&M manufacturers have the potential to 📈 in 2026. Viavi $VIAV Keysight $KEYS Anritsu FRA: AN1 Teradyne $TER Advantest $ATTY Chroma TPE: 2360. Theyve already popped in '25 expect more popping in '26. Not financial advice"
X Link 2025-12-05T13:29Z 1096 followers, XXX engagements

"Optics is the new memory and the focus today is on optical transceivers. I just published a new long-form analysis on the AI optical supercycle. I unpack the real structure of the 800G 1.6T market: - Whos winning volume - Who controls the IP - Why Thailand has become the neutral manufacturing hub - How DSP vs LPO is playing out in AI clusters - Why stock performance across optical vendors has diverged so sharply This is about more than speed upgrades. Its about market power geopolitics and capital allocation. As always open for your feedback and comments"
X Link 2025-12-06T18:00Z 1097 followers, XXX engagements

"The AI supercycle is built on PCBs substrates and EMS not just GPUs. AI data centers are pulling in higher-layer PCBs and tightening global capacity. Unimicron Kinsus Interconnect Technology Corp. Zhen Ding vs Ibiden Shinko shows a clear TaiwanJapan split. Companies like Foxconn Flex and Jabil are increasingly embedded in hyperscaler capex cycles. Supply chains are shifting to Southeast Asia while IP remains in Taiwan/Japan. More on this in my article below. As always open for feedback"
X Link 2025-12-07T17:43Z 1099 followers, XXX engagements

"AI data centers are jumping from 400G to 800G and 1.6T faster than any previous generation. In this article I dive into: - How DAC AEC AOC and Linear Pluggable Optics (LPO) are reshaping the war of cables (Amphenol $APH TE Connectivity $TEL Molex (Private Koch Industries) Luxshare Precision (SZSE: 002475) Volex PLC (LSE: $VLX) Cisco Systems $CSCO Arista Networks $ANET) - The impact of new OIF/IEEE standards on 112G/224G and 1.6T testing - Why wafer-level Silicon Photonics test is becoming mandatory for CPO - The key players: standards bodies (OIF IEEE) T&M leaders (Keysight Technologies $KEYS"
X Link 2025-12-09T13:35Z 1097 followers, XXX engagements

"I just published a deep dive on JCU Corporation (4975.T) an underfollowed Japanese stock embedded in the AI infrastructure stack. Key points: - Institutional capital crowds into GPUs fabs and tools while JCU sits one layer below largely ignored - JCU benefits from an AI complexity multiplier as substrates grow larger and more layered - Recurring high-margin demand with deep customer integration and high switching costs - Direct exposure to Japans semiconductor resurgence and TSMCs Kumamoto fabs - Despite this the stock trades at 13x P/E and sub-10x EV/EBIT reflecting a low-growth"
X Link 2025-12-10T09:42Z 1097 followers, 3300 engagements

"Leading tech companies including Synopsys (with its Lebanese CEO Sassine Ghazi) NVIDIA and AMD are outsourcing design and R&D to Armenia. The low labor costs and the quality of engineers comparable to those in developed nations make it an attractive destination for these firms. However it will be challenging to attract such a caliber of firms in Lebanon especially given that these companies also operate R&D centers in Israel"
X Link 2025-12-10T15:19Z 1098 followers, XX engagements

"@Hannesahl @Solarlink_ Oh I see I'm looking into a few Japanese stocks and JCU is one of them"
X Link 2025-12-10T21:02Z 1098 followers, XXX engagements

"@Hannesahl @Solarlink_ Alongside Ibiden and Shinko Electric Industries"
X Link 2025-12-10T21:02Z 1097 followers, XX engagements

"They finally got it right They last success was with the 100G CWDM4 optical transceivers $AAOI"
X Link 2025-12-11T21:24Z 1097 followers, XXX engagements