@iamfabian 豆栽培者ファビアン
豆栽培者ファビアン posts on X about $crdo, ai, credo technology, in the the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
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- [--] Month [------] +804%
- [--] Months [-------] -54%
- [--] Year [-------] +40%
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- [--] Week [--] +43%
- [--] Month [--] +141%
- [--] Months [---] +337%
- [--] Year [---] +79%
Followers: [-----] #
- [--] Week [-----] +4.50%
- [--] Month [-----] +5.40%
- [--] Months [-----] +89%
- [--] Year [-----] +120%
CreatorRank: [---------] #
Social Influence
Social category influence stocks 35.45% finance 21.82% technology brands 10.91% countries 5.45% social networks 4.55% cryptocurrencies 3.64% travel destinations 1.82% currencies 0.91% la liga 0.91% champions league 0.91%
Social topic influence $crdo #3, ai 9.09%, credo technology 8.18%, in the 8.18%, $ter 6.36%, ipo 6.36%, lebanon #1006, $6857t 4.55%, ter 4.55%, copper 4.55%
Top accounts mentioned or mentioned by @photoncap @notesonthenoise @peachteadrink37 @ericjackson @mmmtwealth @hannesahl @solarlink @aleabitoreddit @eurofootcom @donotworrypod @nntaleb @aipowerflow @drakeondigital @omsultan1313 @hadleygamble @kodanagain @zephyrz9 @drumcoderecords @elianoayounes @thetennisletter
Top assets mentioned Credo Technology Group Holding Ltd (CRDO) Teradyne, Inc. (TER) Astera Labs, Inc. (ALAB) Amphenol Corporation (APH) TE Connectivity Ltd (TEL) Viavi Solutions Inc. Common Stock (VIAV) KEYS (KEYS) Lumentum Holdings Inc. Common Stock (LITE) STMicroelectronics N.V. (STM) Cisco Systems Inc (CSCO) Arista Networks Inc (ANET) Velas (VLX) Telcoin (TEL) Four (FORM) Hims & Hers Health, Inc. (HIMS) Robinhood Markets, Inc. (HOOD) Nebius Group N.V. Class A Ordinary Shares (NBIS)
Top Social Posts
Top posts by engagements in the last [--] hours
"Sharing my own personal deep dives into these stocks over the weekend on X. POET Technologies Inc. $POET Infineon $IFNNY MediaTek TWD: Fujibo Holdings JPY: 3104.T WFE Technology Corporation TWD: 6474.TWO Renesas $RNECY $RNECF STMicro $STM Chroma ATE TWD: Advantest $ATEYY Teradyne $TER These are companies that I personally beleive in and have spent money/would be spending more money owning them. Not financial advice. http://2360.TW https://twitter.com/i/web/status/1994432512324505834 http://2454.TW http://2360.TW https://twitter.com/i/web/status/1994432512324505834 http://2454.TW"
X Link 2025-11-28T15:45Z [----] followers, [---] engagements
"Everyone is talking about Credo Technology $CRDO following their latest stellar earnings. I kept YAPPING about this company since [----] and no one I mean no one not even my close friends listened. As far as I know the overwhelming majority of analysts and X accounts missed it. I was in the trenches with this company before their IPO. I had my initial doubts but went long in Q1 [----] and haven't looked back. Gaining internet credibility when you know your shit is tough. Happy to finally see this part of the AI infrastructure gaining more recognition."
X Link 2025-12-02T11:49Z [----] followers, [---] engagements
"Credo Technology $CRDO stock price target raised to $220 at Needham on AEC strength. Price target increased from $190 reflecting a 46.67% increase from the prior target of $150 set in a previous report. Needham maintains a "Buy" rating on $CRDO Source: https://www.investing.com/news/analyst-ratings/credo-technology-stock-price-target-raised-to-220-at-needham-on-aec-strength-93CH-4385849 https://twitter.com/i/web/status/1995853783960551564 https://www.investing.com/news/analyst-ratings/credo-technology-stock-price-target-raised-to-220-at-needham-on-aec-strength-93CH-4385849"
X Link 2025-12-02T13:53Z [----] followers, [---] engagements
"Coming from the Test & Measurement industry T&M manufacturers have the potential to 📈 in [----]. Viavi $VIAV Keysight $KEYS Anritsu FRA: AN1 Teradyne $TER Advantest $ATTY Chroma TPE: [----]. Theyve already popped in '25 expect more popping in '26. Not financial advice"
X Link 2025-12-05T13:29Z [----] followers, [---] 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 [----] followers, [---] engagements
"@Hannesahl @Solarlink_ Alongside Ibiden and Shinko Electric Industries"
X Link 2025-12-10T21:02Z [----] followers, [---] engagements
"News on Teradyne $TER. Ill have a piece out in the next 24h regarding this topic. Funny to see that they have acquired two of my former employers. Best of luck to the MultiLane team well deserved. 🙏🏼 https://investors.teradyne.com/news-events/press-releases/detail/432/teradyne-and-multilane-announce-formation-of-joint-venture-multilane-test-products https://investors.teradyne.com/news-events/press-releases/detail/432/teradyne-and-multilane-announce-formation-of-joint-venture-multilane-test-products"
X Link 2026-01-29T22:06Z [----] followers, [---] engagements
"I guess acquiring my former employers has been a good catalyst for Teradyne $TER $TER Teradyne Q425 Earnings Beat AI-Driven Outlook Strengthens Revenue: $1.083B (Est. $969.3M) +44% YoY +41% QoQ ✅ EPS: $1.80 Adj. (Est. $1.36) Semiconductor Test Rev: $883M (Est. $786M) ✅ Product Test Rev: $110M Robotics Rev: $89M FY25 Revenue: $3.19B (+13% YoY) Guidance (Q126): Revenue: $1.15B$1.25B (Est. $942.3M) ✅ EPS: $1.89$2.25 Adj. (Est. $1.25) ✅ Dividend (Q4): $0.12 Share Buybacks (Q4): $183.4M Cash: $293.8M Short-Term Debt: $200.0M Operating Cash Flow (Q4): $281.6M Results exceeded the high end of"
X Link 2026-02-02T21:48Z [----] followers, [---] engagements
"In $LITE of yesterdays stellar earnings report from Lumentum I keep seeing and reading across various forums about rising customer interest and demand within the optical ecosystem particularly around accelerated CPO adoption which could pose a threat to copper. Many investors still view Credo $CRDO as a pure copper play largely because the company hasnt announced any significant customers adopting its optical products. One things for sure: if NVIDIA adopts CPO earlier others will follow suit it is a matter of how soon not if. My take: I remain bullish on Credo but it remains to be seen how"
X Link 2026-02-04T13:36Z [----] followers, [----] engagements
"Stock rotation might be happening here with investors selling their Credo TE Connectivity and Amphenol positions to buy Coherent Lumentum or even AOI stocks. For some reason the idea of "copper is doomed" and "optics is taking over" accelerated after yesterday's Lumentum earnings - the rumors that CPO adoption is ramping ahead of schedule. I remain optimistic about Credo and co. Curious to hear your take on this. https://twitter.com/i/web/status/2019125830568247646 https://twitter.com/i/web/status/2019125830568247646"
X Link 2026-02-04T19:08Z [----] followers, [----] engagements
"@peachteadrink37 AOI are already based in Sugar Land Texas correct I visited them back in 2019-20. Are they expand their existing facilities"
X Link 2026-02-04T22:06Z [----] followers, [--] engagements
"FormFactor is clearly in top $FORM after its latest earnings report delivering a $FORM-idable "beat and raise" that proved they are truly finding their stride in the AI era. It was a high-performance display as the company comfortably outpaced estimates and raised its outlook showing investors that its growth trajectory is taking a very impressive $FORM (ok I'll stop it now). Q4 [----] Financial Performance: Revenue: Reported $215.2 million exceeding the high end of guidance ($205M$215M) and growing 13.6% year-over-year. Adjusted EPS (Non-GAAP): $0.46 a massive beat compared to the analyst"
X Link 2026-02-05T19:50Z [----] followers, [----] engagements
"The warriors starting [--] probably the worst starting [--] in over a decade lol is sponsored by Advantest 6857.T Tonight's [--] https://t.co/rwgOSAHGJT Tonight's [--] https://t.co/rwgOSAHGJT"
X Link 2026-02-07T10:16Z [----] followers, [---] engagements
"I guess $CRDO management wanted to release this out before Astera Labs $ALAB releases their earnings which is scheduled for tomorrow Feb 10th after market hours. 🍿🍿 Big upside pre-announcement from $CRDO 👇 Credo Technology Group reported preliminary Q3 FY26 revenue of $404408M well above prior guidance of $335345M. Key takeaways: Massive guide-up vs expectations Implies 200% YoY revenue growth in FY26 Company expects https://t.co/0hosZLHPTL Big upside pre-announcement from $CRDO 👇 Credo Technology Group reported preliminary Q3 FY26 revenue of $404408M well above prior guidance of"
X Link 2026-02-09T21:27Z [----] followers, [---] engagements
"This was my post from [--] days ago regarding Credo $CRDO. Anon I hope you were reading and listening. As always NFA and DYOR. In $LITE of yesterdays stellar earnings report from Lumentum I keep seeing and reading across various forums about rising customer interest and demand within the optical ecosystem particularly around accelerated CPO adoption which could pose a threat to copper. Many https://t.co/cQn4LUQGKF In $LITE of yesterdays stellar earnings report from Lumentum I keep seeing and reading across various forums about rising customer interest and demand within the optical ecosystem"
X Link 2026-02-09T21:29Z [----] followers, [----] engagements
"Where are all the Credo $CRDO doubters at CPO is coming I am onboard that train and a big believer in the disruptive capabilities of that technology but those [----] DACs used in an NVIDIA GB200 NVL72 rack system for instance aren't just going to disappear overnight. Also an 88% AEC market share for NVIDIA-based data centers won't just disappear overnight. I guess $CRDO management wanted to release this out before Astera Labs $ALAB releases their earnings which is scheduled for tomorrow Feb 10th after market hours. 🍿🍿 As always please DYOR and NFA. Big upside pre-announcement from $CRDO 👇"
X Link 2026-02-09T21:36Z [----] followers, [---] engagements
"@aleabitoreddit My Substack followers who followed my own move in buying the $CRDO dip made bank. This was my post from [--] days ago regarding Credo $CRDO. Anon I hope you were reading and listening. As always NFA and DYOR. This was my post from [--] days ago regarding Credo $CRDO. Anon I hope you were reading and listening. As always NFA and DYOR"
X Link 2026-02-09T21:37Z [----] followers, [---] engagements
"@aleabitoreddit @AI_PowerFlow OR could it be to poke fun at $ALAB who release their earnings tomorrow AH"
X Link 2026-02-09T21:45Z [----] followers, [---] engagements
"Reminder that I am LONG $CRDO at $13.5 a share. I might even claim the honor of being the first person to ever promote or talk about Credo on X/Twitter. $CRDO at an ATH 🥹 https://t.co/1eELx5h1zH $CRDO at an ATH 🥹 https://t.co/1eELx5h1zH"
X Link 2026-02-09T21:53Z [----] followers, [----] engagements
"I see your point. With the euphoria subsiding for me lol I believe tomorrow will be a litmus test of what the overall sentiment regarding Credo will be like. The next test is March 2nd post-earnings. I still remain bullish for short to midterm - until 2028-29 but will not allow my ego or blind conviction to bilndside me with news that will poke holes into my original Credo thesis. I will make it a point to sell all my Credo stocks when and if the thesis changes and I see it as the right moment. I did read your article and agree on the market having priced in the risk of the post-Blackwell"
X Link 2026-02-09T23:02Z [----] followers, [--] engagements
"@NotesontheNoise I'm also an Astera Labs bull. May the earrings be in out favor tomorrow. Cheers man and good luck to us"
X Link 2026-02-09T23:56Z [----] followers, [--] engagements
"@drakeondigital @PhotonCap I'd also consider Viavi Solutions (formerly JDSU) which spun off from Lumentum in late Q3 [----] as well as Advantest and Chroma ATE. :)"
X Link 2026-02-10T02:27Z [----] followers, [--] engagements
"San Francisco is beautiful even on a rainy day"
X Link 2026-02-12T01:17Z [----] followers, [---] engagements
"@PhotonCap No man I wish the picture were from my last trip during April last year. I would've pinged you if I was there"
X Link 2026-02-12T01:47Z [----] followers, [--] engagements
"Muito obrigado senhor I'm An Astera Labs Credo and Lumentum bull. And I write about the whole industry I'm in which is quite nice to see the spotlight shining on it. I have a lot more to learn and improve as I continue this journey but until then im just shipping articles and deep dives out as best as I can. I just gave you a follow and subscription by the way :) https://twitter.com/i/web/status/2021879780564504604 https://twitter.com/i/web/status/2021879780564504604"
X Link 2026-02-12T09:31Z [----] followers, [--] engagements
"@Omsultan1313 @_HadleyGamble I felt that you holding back some tears but I might be wrong. Thank you for loving Lebanon and for always advocating for our beautiful country 🙏🏼"
X Link 2026-02-12T23:28Z [----] followers, [--] engagements
"@kodanagain I would not be surprised to see this in a country like Lebanon for instance lol. Where was this taken"
X Link 2026-02-15T13:57Z [----] followers, [---] engagements
"$CRDO will make me a millionaire"
X Link 2025-12-02T12:47Z [----] followers, [----] engagements
"Big upside pre-announcement from $CRDO 👇 Credo Technology Group reported preliminary Q3 FY26 revenue of $404408M well above prior guidance of $335345M. Key takeaways: Massive guide-up vs expectations Implies 200% YoY revenue growth in FY26 Company expects mid-single-digit sequential growth into Q4 FY26 and FY27 Results driven by strong demand for high-speed energy-efficient connectivity 📅 Full Q3 FY26 earnings: March [--] [----] (after close) Bottom line: another sign of AI-driven networking demand accelerating with Credo executing well ahead of plan. As a Credo bull this makes me smile after a"
X Link 2026-02-09T21:15Z [----] followers, [----] engagements
"We are in the early stages of the memory cycle. Highlights from Phison Electronics Corp. (8299.TWO) CEO's interview: Memory (DRAM/NAND) shortages due to AI demand will persist until [----] with suppliers demanding 3-year prepayments. Consumer electronics face mass exits with phones down 200-250M units PCs/TVs reduced. AI inference boom could consume 20% of global NAND. # #Phison [--]. [----] AIDRAMNAND Flash3203010 [--]. # #Phison [--]. [----] AIDRAMNAND Flash3203010 2"
X Link 2026-02-16T07:26Z [----] followers, [---] engagements
"I love how pro-Hezbolla people follow orders like a trained dog on a leach"
X Link 2019-10-25T15:18Z [----] followers, [--] engagements
"Still trying to wrap my head around how Lebanon is more expensive than London for groceries and going out"
X Link 2023-12-13T13:32Z [----] followers, [---] engagements
"Novo Nordisk has terminated its collaboration with Hims & Hers Health citing illegal mass compounding and deceptive marketing around Wegovy. Access to the FDA-approved weight-loss drug through NovoCare is now revoked for Hims & Hers. Novo says the compounding practices violate federal law and put patient safety at risk especially as knock-off versions often use unregulated semaglutide sourced from Chinese suppliers with no FDA oversight. With the nationwide Wegovy shortage now resolved Novo is doubling down on ensuring only safe approved treatments reach patients"
X Link 2025-06-23T12:20Z [----] followers, [----] engagements
"I also bought into the Palantir hype - first at $8 a share then again around $13 when I genuinely saw the potential in that stock and havent looked back since. The same goes for $HIMS (around $9) and $HOOD (around $8.5). My latest 100x+ baggers have been $SOFI $NBIS and $IREN with the most recent being a 600x+ bagger thanks to the one and only $OPEN. 🚀"
X Link 2025-09-25T17:52Z [----] followers, [---] engagements
"I am with you on this Vikram. I think most people bashing copper are exaggerating. Stock rotation might be happening here with investors selling their Credo TE Connectivity and Amphenol positions to buy Coherent Lumentum or even AOI stocks. For some reason the idea of "copper is doomed" and "optics is taking over" accelerated after yesterday's Lumentum earnings - the rumors that CPO adoption is ramping ahead of schedule. I remain optimistic about Credo and co. https://twitter.com/i/web/status/2019083192620245254 https://twitter.com/i/web/status/2019083192620245254"
X Link 2026-02-04T16:18Z [----] followers, [----] engagements
"@PhotonCap @zephyr_z9 $GFS right I am in the middle of finalizing my deep dive on them. Could become a big played for CPO as well. Thanks a lot for sharing P"
X Link 2026-02-09T22:24Z [----] followers, [----] engagements
"But still nothing beats Keysight gents and I'm confidently saying this after spending almost a decade in the test and measurement industry competing against them. They have an insane R&D budget bar none of their competitors. At some point Tektronix was competing h2h but they got acquired by Danvers and fizzled away. The Keysight teams in Santa Rosa and Bblingenare are already working on the next generation of 448Gbps per lane. No one beat them at their sampling scope + CDR in the [---] GBaud PAM4 (224 Gbps) per lane qualification and validation arena and now they are probably gonna announce"
X Link 2026-02-13T20:07Z [----] followers, [--] engagements
"Lets talk about high-speed optical test & measurement. In 224Gbps PAM4 (112 GBaud) 800ZR / 1600ZR coherent optics and soon 448G per lane (expected to be announced at OFC [----] in March in LA) There is one dominant player. And its not particularly close. Keysight $KEYS"
X Link 2026-02-14T02:05Z [----] followers, [---] engagements
"Russel Westbrook won the popular vote but lost the electoral college. And Isaiah Thomas deserves to be a starter over Kyrie Irving"
X Link 2017-01-20T06:20Z [----] followers, [--] engagements
"A new favorite: Maceo Plex - Conjure Dreams - Drumcode - DC136 by @drumcoderecords on #SoundCloud https://soundcloud.com/drumcode/maceo-plex-conjure-dreams https://soundcloud.com/drumcode/maceo-plex-conjure-dreams"
X Link 2017-09-25T09:54Z [----] followers, [--] engagements
"@Elianoayounes People are lazy"
X Link 2025-08-19T17:29Z [----] followers, [---] engagements
"@TheTennisLetter This is Irving"
X Link 2025-09-04T09:32Z [----] followers, [----] engagements
"@StockSavvyShay Congrats"
X Link 2025-09-05T10:39Z [----] followers, [---] engagements
"@ericjackson 😂😂"
X Link 2025-09-25T17:02Z [----] followers, [---] engagements
"@TheLongInvest Coming back to this tweet a year from today"
X Link 2025-11-04T11:21Z [----] followers, [----] engagements
"@kevinxu Love to see this 👏🏻👏🏻👏🏻👏🏻"
X Link 2025-11-05T20:28Z [----] followers, [---] engagements
"Hi Mazen this one's right up my alley so please allow me to chime in and elaborate. The AI infrastructure has two lifespans: the physical one and the economic one. Most AI hardware like GPUs servers networking equipment and peripherals can physically run 46+ years with good cooling and maintenance. Nothing dies after [--] years. However GPUs/accelerators become economically obsolete in about [--] years because new generations bring massive boosts in performance per watt training speed and cost efficiency. They still work theyre just no longer competitive at the frontier. In the industry"
X Link 2025-11-15T13:51Z [----] followers, [---] engagements
"Sixth point here the heart of the Burry-style thesis: the lower tranches may be mispriced as if they were high-quality long-duration assets. If companies treat all AI CAPEX as having long stable lives theyre effectively labeling subprime components as AAA. This inflates valuations because depreciation and true replacement cycles are masked. Investors see $100B AI CAPEX but they dont see the layers: 20-year assets mixed with 3-year assets mixed with 18-month economic assets. If the mezzanine and equity tranches deteriorate faster than expected earnings will compress harder than forecasts"
X Link 2025-11-15T17:09Z [----] followers, [----] engagements
"I will be live on X at 4:45 pm EST later today for my first-EVER livestream to discuss Credo Technologys $CRDO earnings. This is a stock that I've been holding since their early IPO days. I'm excited to make this happen even though it is frightening. If you tune in pls be kind. https://t.co/icm9prgeR4 https://t.co/icm9prgeR4"
X Link 2025-12-01T14:04Z [----] followers, [---] engagements
"Credo Technology's $CRDO earnings are out and they crushed it (as I had expected in my previous substack article.) 🚀🚀🚀 Second Quarter of Fiscal Year [----] Financial Highlights 💰💰: - (Massive) revenue of $268.0 million grew by 20.2% quarter over quarter and 272.1% year over year. - GAAP gross margin of 67.5% and non-GAAP gross margin of 67.7%. - GAAP operating expenses of $102.3 million and non-GAAP operating expenses of $57.3 million. - GAAP net income of $82.6 million and non-GAAP net income of $127.8 million. - GAAP diluted net income per share of $0.44 and non-GAAP diluted net income"
X Link 2025-12-01T21:30Z [----] followers, [---] engagements
"Well I did. I bought Credo at the end of Q1 [----] and next to Palantir this is my generational [---] bagger. ☺🙏 You can read more about this on my substack: https://iamfabian.substack.com/p/earnings-flash-note-credo-technology the crushing realization that i could have just bought CRDO in may [----] and done absolutely nothing for [---] years https://iamfabian.substack.com/p/earnings-flash-note-credo-technology the crushing realization that i could have just bought CRDO in may [----] and done absolutely nothing for [---] years"
X Link 2025-12-02T11:33Z [----] followers, [---] engagements
"@Citrini7 Well I did. I bought Credo at the end of Q1 [----] and next to Palantir this is my generational [---] bagger. ☺🙏 Been yapping about it ever since. I covered their earnings in my substack article below: https://iamfabian.substack.com/p/earnings-flash-note-credo-technology https://iamfabian.substack.com/p/earnings-flash-note-credo-technology"
X Link 2025-12-02T11:33Z [----] followers, [---] engagements
"Everyone is talking about Credo Technology $CRDO following their latest stellar earnings. I kept YAPPING about this company since [----] and no one I mean no one not even my close friends listened. All these analysts and X accounts missed it. I was in the trenches with this company before their IPO. I had my initial doubts but went long in Q1 [----] and haven't looked back. Again gaining internet credibility when you know your shit is tough. Happy to finally see this part of the AI infrastructure gaining more recognition. https://twitter.com/i/web/status/1995821287843692807"
X Link 2025-12-02T11:44Z [----] followers, [---] engagements
"Everyone is talking about Credo Technology $CRDO following their latest stellar earnings. I kept YAPPING about this company since [----] and no one I mean no one not even my close friends listened. As far as I know the overwhelming majority of analysts and X accounts missed it. I was in the trenches with this company before their IPO. I had my initial doubts but went long in Q1 [----] and haven't looked back. Gaining internet credibility when you know your shit is tough. Happy to finally see this part of the AI infrastructure gaining more recognition."
X Link 2025-12-02T11:49Z [----] followers, [---] engagements
"Everyone is talking about Credo Technology $CRDO following their latest stellar earnings. I kept YAPPING about this company since [----] and no one I mean no one not even my close friends listened. As far as I know the overwhelming majority of analysts and X accounts missed it. I was in the trenches with this company before their IPO. I had my initial doubts but went long in Q1 [----] and haven't looked back. Gaining internet credibility when you know your shit is tough. Happy to finally see this part of the AI infrastructure gaining more recognition."
X Link 2025-12-02T11:49Z [----] followers, [---] engagements
"@BenBajarin Good point Ben. I also touched on it in my latest Substack article https://open.substack.com/pub/iamfabian/p/earnings-flash-note-credo-technology https://open.substack.com/pub/iamfabian/p/earnings-flash-note-credo-technology"
X Link 2025-12-02T14:55Z [----] followers, [---] engagements
"@NotesontheNoise @MMMTwealth Check my coverage on $CRDO in previous tweets. I'm long since the stock was $8. Also their ALC (micro-LED) cables are going to have an impact on the optics industry. You can't have one solution fits all. I'll do a deep dive on that soon covering both topics"
X Link 2025-12-03T07:06Z [----] followers, [--] engagements
"@NotesontheNoise @MMMTwealth As in I get your rationale. I'm A big credo technology fan from before their IPO days. The whole company knows their stuff. But I also notice pretty much the ramp up on optics - both LPOs and CPOs for the future as I'm from the same industry. You gave me some research material 😁"
X Link 2025-12-03T07:10Z [----] followers, [--] 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 [----] followers, [--] engagements
"The "Gold Rush" Winner: Advantest $ATTY Financial execution in [----] 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 $NVDA HBM volume this was it. The stock is a 5-bagger from the lows. https://twitter.com/i/web/status/1996256720721449004 https://twitter.com/i/web/status/1996256720721449004"
X Link 2025-12-03T16:34Z [----] followers, [--] engagements
"The "Value" Play: Teradyne ($TER) While $ATTY monopolized the current cycle $TER is pricing in the next one. The "V-Shape": Stock doubled from $90 (June) to $180 (Dec) . Analyst Revisions: Citi & others hiking PTs to $215+. The market is waking up to the valuation disconnect. The "catch-up" trade is in full swing . https://twitter.com/i/web/status/1996256723087086075 https://twitter.com/i/web/status/1996256723087086075"
X Link 2025-12-03T16:34Z [----] followers, [--] engagements
"The AI supercycle is built on PCBs substrates and EMS not just GPUs. AI data centers are pulling in higher-layer PCBs and tightening global capacity. Unimicron Kinsus Interconnect Technology Corp. Zhen Ding vs Ibiden Shinko shows a clear TaiwanJapan split. Companies like Foxconn Flex and Jabil are increasingly embedded in hyperscaler capex cycles. Supply chains are shifting to Southeast Asia while IP remains in Taiwan/Japan. More on this in my article below. As always open for feedback https://iamfabian.substack.com/p/the-ai-supercycle-and-the-global"
X Link 2025-12-07T17:43Z [----] followers, [---] engagements
"@Hannesahl @Solarlink_ Oh I see I'm looking into a few Japanese stocks and JCU is one of them"
X Link 2025-12-10T21:02Z [----] followers, [---] engagements
"@amasad hey Hi Amjad I saw your recent LinkedIn post about the open sales roles. I noticed theyre currently US-based only and I was wondering if you have a timeline for opening sales positions in Europe or the MENA region. Id love the opportunity to be part of what youre building. https://twitter.com/i/web/status/2016452697344328142 https://twitter.com/i/web/status/2016452697344328142"
X Link 2026-01-28T10:06Z [----] followers, [--] engagements
"$TCGL a Singapore-based small-cap Asia-focused fintech infrastructure and IT services provider positioned around real-time payments and enterprise digital transformation just popped yesterday and has already 20x-ed in pre-market. Insanity"
X Link 2026-01-30T11:08Z [----] followers, [---] engagements
"What an incredible match by Zverev and Alcaraz. Insanity Haven't seen such a good game since the big three were on the tour"
X Link 2026-01-30T11:57Z [----] followers, [---] engagements
"Optics are truly the next memory but Copper aint dead yet. Credo $CRDO at these levels seems like a steal"
X Link 2026-02-03T14:47Z [----] followers, [---] engagements
"@Polymarket @FoodBank4NYC Didn't Kalshi do it first"
X Link 2026-02-03T18:32Z [----] followers, [--] engagements
"I hope you enjoy my latest article covering Teradynes $TER latest Q4 [----] earnings its JV with MultiLane and its growing role in advanced testing and co-packaged optics. Key highlights: - The Quantifi Photonics acquisition and MultiLane joint venture deepened Teradynes position in advanced testing and co-packaged optics - Q4 [----] double beat and Q126 guidance materially exceeded expectations - AI compute networking and memory testing are now the primary growth drivers - Stock has been positively re-rated with valuation and capex timing as the main risks Your engagement is more than welcome"
X Link 2026-02-03T20:06Z [----] followers, [---] engagements
"@pradeeepk Broadcom are also the main switch providers for CPO. They will eat everyone's lunch once CPO adoption accelerates"
X Link 2026-02-04T14:15Z [----] followers, [---] engagements
"One thing I would like to add to the tweet below: MultiLane my former employer via its joint venture with Teradyne marks a landmark moment for Lebanon. A company built in Houmal a small town next to where I grew up is now at the center of the global AI data-center testing ecosystem. Not too shabby. Huge congratulations to Fadi and the entire MultiLane team. You guys have proven that Lebanese engineers have what it takes to build a world-class deep-tech company and compete with the very best on the global stage 🚀 News on Teradyne $TER. Ill have a piece out in the next 24h regarding this"
X Link 2026-02-04T21:53Z [----] followers, [---] engagements
"@peachteadrink37 Just saw the news. A larger facility means CapEx spend but also more jobs more products to be shipped more spend on R&D. Good news for AOI and the state of Texas"
X Link 2026-02-04T22:26Z [----] followers, [--] engagements
"Can't believe people are finally seeing the beauty of San Francisco. It received so much bad rep over the years for nothing"
X Link 2026-02-05T09:53Z [----] followers, [--] engagements
"After missingthe series E on Anthropic but I am going in on the series F. Let's hope they IPO by Q3/Q4 this year"
X Link 2026-02-06T12:01Z [----] followers, [--] engagements
"There's beauty in the struggle ugliness in the success"
X Link 2015-01-04T22:56Z [----] followers, [--] engagements
"IT IS FEB [--] AND STILL "THE LIFE OF PABLO" NOT AVAILABLE ON ITUNES"
X Link 2016-02-11T06:33Z [----] followers, [--] engagements
"End of an era :( https://x.com/chicagosports06/status/878040802001211392 #TBT https://t.co/P6ZXm0u9VY https://x.com/chicagosports06/status/878040802001211392 #TBT https://t.co/P6ZXm0u9VY"
X Link 2017-06-23T01:49Z [----] followers, [--] engagements
"I love this @chicagobulls team The future looks bright 🙂"
X Link 2017-12-28T03:17Z [----] followers, [---] engagements
"Why has no one (to my knowledge) sounded the alarm regarding the rampant nepotism blatant "wasta" workplace harassment and bullying happening inside #diplomatic missions/#embassies in #Lebanon I cant share any story as of this tweet as it could potentially jeopardize the career of a person I care about. I would love to hear the testimonies of former employees of these diplomatic missions/embassies as I believe this kind of behavior has been ongoing for decades and it persists to this day"
X Link 2023-02-22T00:16Z [----] followers, 12.3K engagements
"@eurofootcom he's not saying anything wrong imho"
X Link 2023-03-18T21:46Z [----] followers, 13K engagements
"Can we please redirect our attention to the Beirut airport expansion deal We need more background information regarding this topic. A lot of questions remain unanswered such as where did the initial funding originate from"
X Link 2023-03-27T16:30Z [----] followers, [---] engagements
"@eurofootcom One of the most heartbreaking moments for me as a Barca fan"
X Link 2023-04-10T14:26Z [----] followers, 19.2K engagements
"Madrid is such a beautiful city. Its also pretty underrated IMO"
X Link 2023-05-25T19:12Z [----] followers, [----] engagements
"@MorningBrew Big tech are losing a lot of their employees because of their RTO mandates"
X Link 2023-06-02T13:49Z [----] followers, [---] engagements
"@AzarsTweets I forgot where I read this but the Lebanese aviation authorities are unwilling to hire any new ATC agents because they need to fill a certain sectarian quota amongst its ATC staff members. They were even considering hiring foreigners instead"
X Link 2023-08-17T07:43Z [----] followers, [---] engagements
"Prior to the spread of Nasserism to Syria and partly to Lebanon and before the PFLP and Fatah factions were expelled from Jordan following the Black September events and made their way to Lebanon Jews Christians Sunni Druze Shia all lived side by side in harmony in Lebanon. Unfortunately this is no longer the case nowadays"
X Link 2023-10-19T23:21Z [----] followers, [----] engagements
"@BakerDad240188 @SaraYafi Stick to baking fake bot accounts"
X Link 2024-01-25T21:42Z [----] followers, [---] engagements
"@lebanonlens Dude @DoNotWorryPod you have to dig deeper on this por favor 🍿"
X Link 2024-02-07T11:17Z [----] followers, 21.5K engagements
"@michaelmalouf_ Amen. This guys ideological views inflicted significant harm to the MENA region resulting in hundreds of thousands of unnecessary deaths"
X Link 2024-03-02T14:04Z [----] followers, [---] engagements
"@TrendSpider @KobeissiLetter Heres why: $DELL Michael Dell has sold $700M of stock in the past month. He was questioned on why he sold heres his response which quite frankly wasnt that bad: https://t.co/F8XLmDV0I5 $DELL Michael Dell has sold $700M of stock in the past month. He was questioned on why he sold heres his response which quite frankly wasnt that bad: https://t.co/F8XLmDV0I5"
X Link 2024-06-19T12:29Z [----] followers, [----] engagements
"@aditya_kondawar They are smart probably cashing out before the stock crashes as the AI hype seems to have gotten a bit out of control. More power to them who wouldnt want to retire at [--] + as a multimillionaire"
X Link 2024-06-22T11:23Z [----] followers, [----] engagements
"@liron @taylenarare Condemning the fucking atrocities Hamas committed dipshit. One atrocity cannot be justified by committing another. Do you truly consider this boat trip to be normal"
X Link 2024-09-22T22:57Z [----] followers, [---] engagements
"@nntaleb @MEAAIRLIBAN Dear Nasim while I do agree with everything your just said minus the last sentence because who are we kidding it is MEA 😅 but if you zoom in closely you can see that the image is AI generated or photoshopped"
X Link 2024-10-20T22:57Z [----] followers, [----] engagements
"Dude what do you expect people to do in Leb Die off from antidepressants because of the current Israeli attacks You know that you can support the displaced people and have a fun time every now and then This is not our first rodeo. Christ woman. Unfollow not like youd give a damn"
X Link 2024-11-01T11:35Z [----] followers, [---] engagements
"@Transcat14 @hasanthehun Fan boy is a huge stretch lol. I just recently started following Hasan after his coverage of the US elections. I also follow a podcast that covers the fallout between H3H and Hasan. Having a Turkish partner I found this video funny af and appropriate as a reply. Keep crying"
X Link 2024-11-14T18:32Z [----] followers, [---] engagements
"@ZaraRahim Lets just say his prices wont stay the same from now on lol"
X Link 2024-12-04T10:29Z [----] followers, [----] engagements
"@Partisangirl Then just buy a ticket to Beirut travel to Damascus and become the martyr you wish to be"
X Link 2024-12-06T00:31Z [----] followers, [----] engagements
"@nntaleb @Satyaki_R Happy new year Nassim. Please never change 🙏🏻"
X Link 2024-12-31T18:27Z [----] followers, [----] engagements
"@DoNotWorryPod Sorry for your loss man. I know the feeling. We lost our cat last year and it was devastating"
X Link 2025-02-07T20:33Z [----] followers, [---] engagements
"@romcomsqueen @grace_degraaf I usually avoid getting involved in online discussions but stealing this entire article idea from the freelance writer who pitched it to you is very low of you. Shame"
X Link 2025-06-03T08:48Z [----] followers, 12.3K engagements
"@alc2022 Inchalla lol"
X Link 2025-06-30T11:21Z [----] followers, [---] engagements
"Cold emails / outreaches work folks. Always shoot your shot"
X Link 2025-09-25T15:52Z [----] followers, [---] engagements
"@ericjackson Thanks for the shoutout Eric. It was a great chat as always :)"
X Link 2025-11-01T14:21Z [----] followers, 28K engagements
"@RepBrandonGill Wow how is that even remotely close to 9/11 He is appeasing to his Arabic-speaking constituents. Chill with the xenophobia dude"
X Link 2025-11-02T11:16Z [----] followers, [----] engagements
"@ericjackson What a time to be alive and involved in the market"
X Link 2025-11-03T12:29Z [----] followers, [----] engagements
"My Marvell $MRVL thesis was validated today. Q326 came in strong: Record revenue $2.08B (+37% YoY) EPS beat at $0.76 Q4 revenue guide raised to $2.20B Cash flow from ops: $582M Gross margin nearly 60% And CEO Matt Murphy essentially echoed the core of my thesis: Record data center revenue strong demand accelerating into next year. Stock is now up %14 This is exactly what I outlined in my pre-earnings deep dive. Marvell is becoming a critical AI data center infrastructure player. The Celestial AI acquisition only strengthens that position. Full breakdown below from my pre-earnings article: 🔗"
X Link 2025-12-02T22:37Z [----] followers, [---] engagements
"@StocksnScotch Also worth noting that for $PLAB I had a few employees at the company reach out to me telling me that my article summarized quite well their core value prop"
X Link 2026-02-03T15:42Z [----] followers, [--] engagements
"You know you live in a failed state when Michel Smaha walks back home as a free man. Joke of a country"
X Link 2016-01-14T15:25Z [----] followers, [--] engagements
"I see your girl all the time. I don't know if she's yours or mine. #VIEWS"
X Link 2016-04-29T04:48Z [----] followers, [--] engagements
"Read this fun fact: Alcohol: [-----] US deaths per year. Cannabis: Zero. So I guess maybe next #StPatricksDaymore people need to go green 🍀"
X Link 2018-03-17T14:57Z [----] followers, [--] engagements
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