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@insane_analyst Avatar @insane_analyst Irrational Analysis

Irrational Analysis posts on X about $qcom, 2x, samsung, build a the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.

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Social category influence stocks #3206 technology brands cryptocurrencies social networks finance countries

Social topic influence $qcom #170, 2x, samsung #2375, build a, $smh, chips, open ai, $intc, $gfs, why is

Top assets mentioned QUALCOMM, Inc. (QCOM) Spacemesh (SMH) Intel Corporation (INTC) GlobalFoundries, Inc. (GFS) Goldman Sachs (GS) Lam Research Corporation (LRCX) Sandisk Corporation Common Stock (SNDK) Eli Lilly and Company (LLY) Astera Labs, Inc. Common Stock (ALAB) Axion (AXN)

Top Social Posts #

Top posts by engagements in the last XX hours

"This is the greatest thing @dylan522p has ever made. YOUSSA THE BEST. (not my bday. Mutual friend bday) Three of us need to finish phantom menace drunk via sangria lol"
X Link @insane_analyst 2025-10-06T02:55Z 4735 followers, 46.7K engagements

"Qualcomm gona build a gigawatt worth of Arduino AI compute. /s 🤡🤡🤡🤡🤡🤡"
X Link @insane_analyst 2025-10-07T15:48Z 4685 followers, 5520 engagements

"Anyone know why Verizon CEO was fired today"
X Link @insane_analyst 2025-10-06T14:31Z 4730 followers, 4524 engagements

"$SMH is down XXX% today. My trading acc (2x levered this morning 1.4x levered at close) down 5.5%. Thanks $QCOM lol"
X Link @insane_analyst 2025-10-10T20:03Z 4735 followers, 3218 engagements

"All I want for Xmas is for Intel calls and Qualcomm puts to both hit"
X Link @insane_analyst 2025-10-08T23:24Z 4717 followers, 3395 engagements

"@surendraa20 Ya exatly. I saw this at hot chips"
X Link @insane_analyst 2025-10-13T23:47Z 4732 followers, 2407 engagements

"@firstadopter Ya. It prob ARM/Softbank lol"
X Link @insane_analyst 2025-10-13T14:40Z 4732 followers, 1777 engagements

"Ok. I think after OpenAI Nvidia/AMD/Broadcom deals. Intel Foundry (advanced packaging) is next. EMIB is the same as CoWoS-L conceptually. Amkor can re-bump TSMC dice. Intel has massive advanced packaging capacity idle"
X Link @insane_analyst 2025-10-13T15:00Z 4733 followers, 17.3K engagements

"$INTC should trade at 2X the P/B of $GFS. This ratio is still 1"
X Link @insane_analyst 2025-09-26T16:17Z 4684 followers, 14.8K engagements

"@bucketshopcap I mean there are different levels of gambling. What kind of leverage are crypto brokers allowing for this guy to wipe himself out on such small move My broker (WeBull) limits me to 2x and I would never go past 3x"
X Link @insane_analyst 2025-10-11T23:10Z 4631 followers, 3049 engagements

"@semiDL If you never need to replace it. Why does that matter"
X Link @insane_analyst 2025-10-15T18:05Z 4737 followers, XXX engagements

"@hiteshkar Power semis are degen. Significant price elasticity. I mildly like Monolithic Power and have no opinion on others"
X Link @insane_analyst 2025-09-14T01:31Z 4699 followers, XXX engagements

"Haha yes die trash"
X Link @insane_analyst 2025-10-14T17:52Z 4735 followers, 5340 engagements

"Uh. Why is the AMD Helios rack full of Nvidia tranceivers"
X Link @insane_analyst 2025-10-15T19:54Z 4737 followers, 70K engagements

"Trading acc update. I am ultra bullish memory (NAND in particular) semicap. Someome sent me the Goldman Sachs model for $LRCX (updated today) and it is completely wrong lmao. 🤡 Still trying to figure out $SNDK options idea. IV is trash. Prob gona try weeklies on earnings"
X Link @insane_analyst 2025-10-08T16:19Z 4730 followers, 7045 engagements

"Intel NVLink Fusion CPU prob gona be ready before Qualcomm's LOL. Also Samsung AI ASIC"
X Link @insane_analyst 2025-10-13T23:53Z 4737 followers, 80.4K engagements

"Crypto twitter is leaking to my feed and it is hilarious. What kind of leverage leads to you blowing up from only XX% move in underlying No hobby trader of anything should be more than 3x leveraged in $ terms. Options dont contribute to margin equity for a reason"
X Link @insane_analyst 2025-10-11T23:19Z 4732 followers, 9659 engagements

"Active retimed backplane 🤡"
X Link @insane_analyst 2025-10-15T16:27Z 4737 followers, 3298 engagements

"@Alex_Intel_ Nothing worth buying. Intel (though its ups and downs last XX years) has allways had leading edge fabs. Can debate if IFS is worth 0.8x book or some higher book value but it worth something. Qualcomm has modem and this has been comoditized. Apple Samsung Mediatek Xiaomi"
X Link @insane_analyst 2025-10-10T20:17Z 4682 followers, XXX engagements

"In the process of getting glp1. Insurance denied but whatever. Only $XXX a month out of pocket. Fuck it. I have zero willpower and am a fat clown due to my own character flaws. I give up. Gona inject myself to normal weight. 🤡 $LLY is long due to losers like me. Mildly drunk"
X Link @insane_analyst 2025-10-07T01:58Z 4715 followers, 12K engagements

"Ayyy lmao. Rip UALink. Rip Astera Labs"
X Link @insane_analyst 2025-10-13T23:11Z 4736 followers, 121.1K engagements

"God bless Taiwan"
X Link @insane_analyst 2025-10-02T08:20Z 4681 followers, 3837 engagements

"Bro you lost Axion to GUC and Trainium to Alchip. You cant talk about chips you dont make anymore"
X Link @insane_analyst 2025-08-26T21:52Z 4680 followers, 12.7K engagements

"@ValueIdeaLog It does not. Broadcom has zero unrecoverable failures in the Meta testing to date. (entire swotch toast if one OE fails)"
X Link @insane_analyst 2025-10-15T17:07Z 4736 followers, XXX engagements

"Gigawatt scale cloud AI means Qualcomm's edge AI strategy is gona be relavent any day now. 🤡 CONNECTED 🤡 INTELLIGENT 🤡 EDGE 🤡"
X Link @insane_analyst 2025-10-06T14:15Z 4681 followers, 10.6K engagements

"$QCOM puts are cheap and CEO just sold half of his bags. 👊"
X Link @insane_analyst 2025-10-05T00:35Z 4685 followers, 16.1K engagements