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@insane_analyst Avatar @insane_analyst Irrational Analysis

Irrational Analysis posts on X about oracle, apple, $uber, taiwan the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXXX engagements in the last XX hours.

Engagements: XXXXXX #

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Mentions: XX #

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Followers: XXXXX #

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CreatorRank: XXXXXXX #

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Social Influence

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

Social topic influence oracle #105, apple 5%, $uber 5%, taiwan 5%, remarkable 5%, avgo 5%, nvda #12, $cien 5%, $mrvl 5%, axion X%

Top accounts mentioned or mentioned by @martijnde_boer @flipwedge44 @alex_intel_ @hiteshkar @dylan522p @bubbleboi @erennyager @ajacksonhole @outspokengeek @firstadopter @joinyellowbrick @trashiscool @semianalysis @ayzyzyz @alexintel @jkhuygyuhg17020 @skelecap @asnake_behailu @lucidcap @piecesofal_

Top assets mentioned Uber Technologies, Inc. (UBER) Ciena Corporation (CIEN) Marvell Technology Inc (MRVL) Axion (AXN) Astera Labs, Inc. Common Stock (ALAB) Credit Suisse Group (CS)

Top Social Posts

Top posts by engagements in the last XX hours

"I still think 18A is shit and way too early to speculate in 14A. But. Apple is using 18AP in 2027 (leaked today) for low priority laptop chips and IFS advanced packaging whipped into shape by LBT. go go go LIP-BU TAAAAAN"
X Link 2025-11-28T18:02Z 6456 followers, 37.5K engagements

"SHOW US WHAT U GOT. Harlan grow a spine and ask spicy question"
X Link 2025-12-02T21:30Z 6456 followers, 4346 engagements

"5 yr from now most likely outcome is: X. NVDA+AVGO still uber duopoly. X. AMD alive cause OAI warrents. X. Cheap MTK+Alchip+GUC Taiwan trifecta fighting for scraps at trash margins. X. Everyone else dead. The num brain damaged ppl arguing NVDA vs AVGO is remarkable"
X Link 2025-12-10T08:48Z 6596 followers, 14.8K engagements

"@jkhuygyuhg17020 Lumentum Tower Nvidia Ciena"
X Link 2025-12-10T18:16Z 6597 followers, XXX engagements

"Visual approximation of Harlan Sur blindly assuming $MRVL still has Trn3+4 even though literally everyone else knowss Alchip got these sockets"
X Link 2025-12-08T17:27Z 6597 followers, 7369 engagements

"@dylan522p You also called Oracle an "investment-grade neocloud" few months ago"
X Link 2025-12-11T01:36Z 6597 followers, 6224 engagements

"Bro you lost Axion to GUC and Trainium to Alchip. You cant talk about chips you dont make anymore"
X Link 2025-08-26T21:52Z 6583 followers, 13.1K engagements

"$ALAB should be down more today lol. NVLink Fusion Trainium X is very bad for them"
X Link 2025-12-02T17:45Z 6575 followers, 25.3K engagements

"@bubbleboi Bill Hwang should be thanked for finding flaws in Credit Suisse risk management"
X Link 2025-12-02T18:50Z 6584 followers, XXX engagements

"Unironically Celestial has the potential to be Inphi-level or even Mellanox-level aquisition. Problem is there is gona be a X year wait. The first earnout triggers from 2028 revenue. GR-468 reliability testing takes a long time. Germainium EAM rel is tricky"
X Link 2025-12-06T02:52Z 6593 followers, 6966 engagements

"So. Is Oracle an "investment-grade neocloud" because only institutional investors can risk loseing so much money on one stock Satya must be laughing is ass off"
X Link 2025-12-10T22:58Z 6597 followers, 6453 engagements

"I generally think every cloud except the big three (MSFT AMZN GOOG) is at risk of outright death 2-4 years from now. No position (long or short) in any of these trading sardines. Oracle is gona hit my NVDA calls tmrw lol"
X Link 2025-12-11T03:09Z 6597 followers, 11.5K engagements

"@SkeleCap @dylan522p True. Im just pointing out there is no such thing as IG grade neocloud IMO. Even Oracle (the best) is at real risk from MSFT/AMZN/GOOG"
X Link 2025-12-11T04:25Z 6595 followers, XXX engagements