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@institLPGP Avatar @institLPGP Dave “3 and 30” Tepper

Dave “3 and 30” Tepper posts on X about $acmr, china, ai, dram the most. They currently have XXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

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Mentions: XX #

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Followers: XXX #

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CreatorRank: XXXXXXX #

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Social Influence

Social category influence stocks XXXXX% countries XXXXX% technology brands XXXXX% currencies XXXXX% cryptocurrencies XXXX% finance XXXX% social networks XXXX%

Social topic influence $acmr #1, china #3807, ai 12.12%, dram #40, $cien #53, $stx #9, $wdc #8, $nbis #58, $bldr 6.06%, $sndk #5

Top accounts mentioned or mentioned by @tshirtnjeans2 @jay21 @ragingventures @valueidealog @southernvalue95 @hayekandkeynes @matsprogram @zephyrz9 @conorsen @modestproposal1 @reflctwillies @pauvalida @theinformation

Top assets mentioned Ciena Corporation (CIEN) Stacks (STX) Western Digital Corp (WDC) Nebius Group N.V. Class A Ordinary Shares (NBIS) Builders FirstSource, Inc. (BLDR) Sandisk Corporation Common Stock (SNDK) Amcor PLC (AMCR) Morgan Stanley (MS) Micron Technology, Inc. (MU) Intel Corporation (INTC) Taiwan Semiconductor (TSM) Advanced Micro Devices (AMD) Freeport-McMoRan Inc (FCX) Teck Resources Limited (TECK) MercadoLibre Inc (MELI) Sea Limited (SE) Lumentum Holdings Inc. Common Stock (LITE) Century Aluminum Co (CENX) NVIDIA Corp. (NVDA) Alphabet Inc Class A (GOOGL) DisChain (DIS) IREN Limited (IREN)

Top Social Posts

Top posts by engagements in the last XX hours

"literally no way $acmr isn't a huge beneficiary of this if true YMTC #3 $amcr customer"
X Link 2025-11-20T21:05Z XXX followers, 1339 engagements

"Timestamp this: China WFE will blow away non-China WFE over next XX months YMTC SMIC More than XX% ACMR revenue $ACMR"
X Link 2025-12-02T01:28Z XXX followers, 21K engagements

"@jay_21_ RE tx do not have inflect. New single fam supply likely does. But whats cheap in any case $bldr"
X Link 2025-12-07T23:00Z XXX followers, XXX engagements

"lot of market share gain at stake for u.s. and china companies I recall an afghani game whereby two sides pull apart a goat and whoever has the bigger part wins europe is the goat in this metaphor"
X Link 2025-12-09T12:45Z XXX followers, XXX engagements

"not early and not out of consensus as the long end of global rates curves already reflect Question is whether commodities do Not precious metals which are pro ZIRP This is real old school reflation Copper Aluminum $fcx $teck"
X Link 2025-12-09T02:39Z XXX followers, XXX engagements

"$meli and $se by far the most crowded hedge fund tech names was cool to hear some cool original tech ideas outside the u.s. that was a decade ago still cheap classic hedge fund hotels"
X Link 2025-12-09T02:48Z XXX followers, XXX engagements

"Long $cien short $lite from here Nfa"
X Link 2025-12-10T02:09Z XXX followers, XXX engagements

"yes When the DC revenue crosses the telecom re-rate. At 6x rev XX% gross margin and growing 25-30% YoY and accelerating. ai bubble over when $Cien takes out 2000 highs"
X Link 2025-12-10T03:12Z XXX followers, XXX engagements

"$stx and $wdc making new all time highs nbd"
X Link 2025-12-10T21:11Z XXX followers, 1354 engagements

"@conorsen @modestproposal1 $bldr There will never be another housing start"
X Link 2025-12-11T15:04Z XXX followers, XX engagements

"Fk $Acmr is so well positioned if this comes to fruition"
X Link 2025-12-08T02:35Z XXX followers, 31K engagements

"Duopolies (HDD) are far superior to oligopolies (NAND DRAM) when maintaining supply rationality Also HDD has far more technology complexity vs NAND and DRAM w/r/t new Chinese entrants In the AI DC explosion theme Id do it all but safest in HDD* *ad for tech risk $stx $wdc"
X Link 2025-12-11T02:17Z XXX followers, 1132 engagements

"with respects to the poster. If a cloud is cash flow positive after shutting off capex they do not die. The equity gets crushed and they get acquired. the only investable clouds at the hyperscalers and nebius. Nebius gets this. Coreweave is Schrdingers cat"
X Link 2025-12-11T19:40Z XXX followers, XXX engagements

"Century Aluminum is a triple in 12-18 months. End tweet. $cenx"
X Link 2025-11-06T23:58Z XXX followers, 2284 engagements

"$Acmr is crushing just criminally undervalued Massive inflection Both in China and outside China X% position maybe not big enough"
X Link 2025-12-10T02:15Z XXX followers, 2327 engagements

"If youre short this you lack any imagination whatsoever Gen AI about to go exponential $nbis $wdc $stx $acmr $sndk $nvda $goog $dis"
X Link 2025-12-12T18:50Z XXX followers, 1251 engagements

"yaaaaaas queen. its beginning. if sixth street or apollo dont give nebius $5bn equity and $20bn IG to consolidate the industry they cray cray $nbis i want to see that $iren scam pumper on his knees and asking for $3"
X Link 2025-12-13T02:59Z XXX followers, 1614 engagements

"@TShirtnJeans2 yes big position. Own it for the aluminum exposure DC would be a cherry on top. Honestly think its barely priced in so ok with it if it doesnt happen"
X Link 2025-12-13T03:17Z XXX followers, XX engagements