@joedab12 Avatar @joedab12 Joe

Joe posts on X about $rmbs, $mu, $vicr, $nvda the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

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Social Influence

Social category influence stocks 37.29% finance 35.59% technology brands 29.66% cryptocurrencies 4.24% countries 3.39% currencies 2.54% travel destinations 2.54% luxury brands 0.85% automotive brands 0.85%

Social topic influence $rmbs #3, $mu #149, $vicr #3, $nvda #1234, $amd #162, $aaoi #12, $goog #77, nvda #406, market 8.47%, bullish #3023

Top accounts mentioned or mentioned by @chess999999 @annisen @saynototrading @anni_sen @retailpunter @benitoz @fundmyfund @openai @sandeman52 @halaltrader @rihardjarc @smannan @newsequities @buccocapital @xmanreturn @nyseuamy @g0295037012342 @fahadthoughts97 @heatonsr187428 @alex06425829

Top assets mentioned Rambus Inc (RMBS) Micron Technology, Inc. (MU) Vicor Corp (VICR) NVIDIA Corp. (NVDA) Advanced Micro Devices (AMD) Applied Optoelectronics, Inc. (AAOI) Alphabet Inc Class A (GOOGL) Amazon.com, Inc. (AMZN) Taiwan Semiconductor (TSM) Lumentum Holdings Inc. Common Stock (LITE) Bloom Energy Corporation (BE) Credo Technology Group Holding Ltd (CRDO) Eos Energy Enterprises, Inc. (EOSE) Intel Corporation (INTC) Broadcom, Inc. (AVGO) Robinhood Markets, Inc. (HOOD) Coherent Inc (COHR) Cosmos (ATOM) Sandisk Corporation (SNDK) Oracle Corporation (ORCL) Cadence Design Systems Inc (CDNS) nLIGHT, Inc. Common Stock (LASR) Microsoft Corp. (MSFT) PumpBTC (Governance token) (PUMP)

Top Social Posts

Top posts by engagements in the last [--] hours

"$RMBS odds of this going back to low 80s near term are slim. Odds of this going to 250+ in a couple years are high. Accumulating more"
X Link 2026-02-09T17:37Z [---] followers, [---] engagements

"$EOSE I've added significantly here under the capital raise level of [-----]. With earnings not till March I thought patience would pay off building this position so I had cut a lot of shares above [--] to get my average even lower. It can still go to 10s in a hurry though but I think it's headed to new highs in the next 3-4 months. https://twitter.com/i/web/status/2019454702304506184 https://twitter.com/i/web/status/2019454702304506184"
X Link 2026-02-05T16:54Z [---] followers, [---] engagements

"$BE numbers are astonishing and only going to get better. Even this shitty market is rewarding BE should grow into a 40x PE next year. Looks expensive AF now. Sitting tight with all my shares from under [--] and unloaded the rest over [---] to prepare for this market volatility I've been thinking is coming. https://twitter.com/i/web/status/2019530547861893299 https://twitter.com/i/web/status/2019530547861893299"
X Link 2026-02-05T21:56Z [---] followers, [----] engagements

"Never heard of Kathmandu Capital but they def know what theyre talking about out when it comes to $VICR. see what they say and what the ceo/founder who owns damn near half the company was saying on their last call regarding talks with $NVDA $GOOG $AMD $AMZN Vicor $VICR pitch by Kathmandu Capital - leading U.S. designer and manufacturer of high performance power modules. - positioned to benefit from rising AI-driven power requirements and the transition toward HVDC architectures. - offers meaningful margin expansion opportunity. https://t.co/uWVVCbBFb1 Vicor $VICR pitch by Kathmandu Capital -"
X Link 2026-02-06T20:05Z [---] followers, [----] engagements

"$MU "we guided 68% margins we indicated today that our financial outlook has IMPROVED since our earnings call"(on December 17th just [--] weeks ago)"
X Link 2026-02-11T14:14Z [---] followers, [---] engagements

"$LPTH I cut 80% of LPTH this thing went up on "legacy revenue" increase screw that. Ill be ready with open arms in the 8s"
X Link 2026-02-12T16:19Z [---] followers, [---] engagements

"$CDNS $LASR $LPTH all catching my attentions today showing strength in the middle of chaos. Days like today these are the kinds of things I look for. I was in LASR and LPTH added small amounts to both of those and started CDNS today"
X Link 2026-02-05T17:11Z [---] followers, [---] engagements

"$AAOI can make big moves on commentary from $AMZN regarding capex and specifically trainium numbers. Holding a decent size position and ready to add more depnding on reaction and what amazon says"
X Link 2026-02-05T19:49Z [---] followers, [---] engagements

"$BE getting tempting on this pullback after a break thru earnings call and even a new application/solution they offer that was not priced in before. Going to nibble my way into another swing trade position very slowly. Still think 115-120 can happen but I'll grab 20% of max size at [---] in case the market decides to just rip shorts apart again. https://twitter.com/i/web/status/2019839147805176065 https://twitter.com/i/web/status/2019839147805176065"
X Link 2026-02-06T18:22Z [---] followers, [----] engagements

"$MU going out on a limb here and saying MU is is either over $400 or under $350 by the end of the week. Either is ok with me. Ready to top off my position sub [---] and hold through earnings if thats what happens. $TSM January revenue beat expectations SIGNIFICANTLY so demand for Micron has increased even more since their last report in mid December. Well since they were already sold out-what does that mean Even higher prices/margins. Incremental capacity adds and yield optimization-management has a history of being conservative. I expect $550+ soon."
X Link 2026-02-10T18:59Z [---] followers, [---] engagements

"$MU that shakeout gave some good opportunities to get in before the inevitable run to $500. Management squashed HBM4 rumors and emphasized supply remaining tight while only "incremental Greenfield capacity" is coming online this year. Protecting margins and preventing overbuild-smart management. SKHynix and Samsung also on the same page-this is their gold rush and china can't stop it with ddr4 supply coming online LOL. https://twitter.com/i/web/status/2021587956834996711 https://twitter.com/i/web/status/2021587956834996711"
X Link 2026-02-11T14:11Z [---] followers, [----] engagements

"$AAOI just getting started potential for $120-150 next year"
X Link 2026-02-11T14:42Z [---] followers, [---] engagements

"Powered by $VICR You guys still sleeping on this giant. Dont be surprised when $GOOG $AMZN $AMD and $NVDA are all using Vicor vertical power delivery. Cerebras is just the test customer for Vicors new fab. The CEO owns 47% of the company at [--] years old for a reason. $500 a share by mid [----] is not far fetched at all. Earnings next thursday- all dips will be brief. Holding a large position and nibbling every pullback-averaging WAY up Just one month after announcing our partnership with @OpenAI were launching our first model together: OpenAI Codex-Spark powered by @cerebras. Codex-Spark is"
X Link 2026-02-12T19:52Z [---] followers, [---] engagements

"Make that $3.45 risk for $20+upside. Still early Very interesting. $2.40 risk for $20+upside. Small position is smart here. $NVDA $MU $VICR $RMBS $AMD $GOOG $TSM $AAOI $LITE $COHR $CRDO https://t.co/w0bmnzDyMc Very interesting. $2.40 risk for $20+upside. Small position is smart here. $NVDA $MU $VICR $RMBS $AMD $GOOG $TSM $AAOI $LITE $COHR $CRDO https://t.co/w0bmnzDyMc"
X Link 2026-02-13T16:07Z [---] followers, [---] engagements

"He's indirectly telling everyone to buy more $AAOI as the purest play on Amazon capex and Anthropic upside. Look at the chart for $AAOI and look at the hype buildup for anthropic. Once grandma is using Opus [---] AAOI will be over $70. $LITE $NVDA $AMZN $MU $GOOG $RMBS $VICR Holy smokes BULLISH $AMZN. Even with all of this investment my best estimate is that we will be capacity constrained for the next couple of years. We will sell EVERY SINGLE server and every single bit and we will wish that we had more Matt Garman AWS CEO $AMZN https://t.co/j5NT9AU1Aq Holy smokes BULLISH $AMZN. Even with all"
X Link 2026-02-13T19:09Z [---] followers, [---] engagements

"Beth forgot to tag $VICR who is powering Cerebras wafer scale engine with their vertical power delivery units. Vicor is in discussions with $NVDA $AMD $GOOG $AMZN to do the same for future generations of their chips/systems. Vicor vertical power delivery is the ONLY solution that can meet their requirements. The CEO owns nearly half the company he started [--] years ago because he KNOWS whats coming. Now you do too. OpenAI is releasing its first model that runs on chips from startup Cerebras GPT-5.3-Codex-Spark intended to be a faster but less powerful version of its Codex model for coding."
X Link 2026-02-14T21:06Z [---] followers, [---] engagements

"@JohnScudz @BATMongoose hope original poster sees the moves all [--] today haha"
X Link 2025-10-29T21:02Z [---] followers, [--] engagements

"@anni_sen I nibbled more $rmbs and took nice profits on $LPTH and $PUMP raised cash net net"
X Link 2026-02-12T18:20Z [---] followers, [---] engagements

"$AAOI $AMZN trainium chip deployments at massive scale can only bode well for $AAOI. The ceo/founder mentioned customers in discussions to invest $200-300m into their new texas fab so they can lock in transceiver supply. With amazon capex coming in way higher than expectations the need for this transceiver supply is higher than ever. Dont forget all the demand for Anthropic is the main driver behind this. $AAOI is the best proxy for upside from Anthropic. Name one better Ill wait. https://twitter.com/i/web/status/2019819306046132585 https://twitter.com/i/web/status/2019819306046132585"
X Link 2026-02-06T17:03Z [---] followers, [----] engagements

"Very interesting. $2.40 risk for $20+upside. Small position is smart here. $NVDA $MU $VICR $RMBS $AMD $GOOG $TSM $AAOI $LITE $COHR $CRDO"
X Link 2026-02-12T21:11Z [---] followers, [----] engagements

"I dont know if this is true but if it is makes me want even more $RMBS. For those that dont know Rambus products connect dram to x86 cpus and not arm cpus as most of those have on package lpddr. $NVDA $MU $AMD $INTC GFHK noted in their Q&A following their February report that ARM-based CPUs have relatively weak momentum in AI servers attributing this to lower GPU scheduling efficiency compared to x86. They indicated that companies including NVIDIA plan to develop x86 CPU solutions in GFHK noted in their Q&A following their February report that ARM-based CPUs have relatively weak momentum in"
X Link 2026-02-13T18:31Z [---] followers, [---] engagements

"$VICR looks like VICOR filed a major patent infringement complaint against some BIG players yet again. United States International Trade Commission took it seriously enough to open a formal investigation. Vicor won a major ITC case in [----] against Delta Foxconn Quanta Wistron FSP and others for infringing its powerconverter patents leading to U.S. import bans and sales restrictions. VICR now is collecting $90m annualized royalties based on last years decision. The CEO has sounded very confident about doubling this number with new rulings. Theres a reason he still owns 47% of the company he he"
X Link 2026-02-15T20:04Z [---] followers, [---] engagements

"@PeterSchiff and 20k btc and $4k gold and btc still outperformed gold over [--] years"
X Link 2025-03-16T16:49Z [---] followers, [--] engagements

"$EQT monster move and should continue higher in coming months. All pullbacks are buying apps-not many natural gas companies can claim to be on a path towards being DEBT FREE and increasing free cashflow at such a rapid rate. This is an amazing feat with plenty of data center upside. more to come on this one [----] shares so far and adding pullbacks would love to see below [--] but probability of that is under 25% IMO"
X Link 2025-10-01T17:55Z [---] followers, [---] engagements

"@SteveWps what if im up 300% ytd just takinf 5-25% gains with big size on real companies will you block me if i post that"
X Link 2025-10-27T19:13Z [---] followers, [--] engagements

"micron has never traded at 30x pe and if that ever does happen i think it wont be for a few years after proving that AI makes memory no longer cyclical. Historically micron has trader up to 17x pe I do think that can expand to 20-22x and that would make the stock 600+ from here. Bullish but dont expect $1000 anytime soon"
X Link 2026-01-14T16:56Z [---] followers, [---] engagements

"@ye4yn $VICR is not a battery stock. Its a power semiconductor and IP play and a great stock to hold long. See my other posts about it"
X Link 2026-01-24T20:33Z [---] followers, [---] engagements

"@Speculator_io $LUN $FM $FDY $ASCU these deserve some love too"
X Link 2026-01-27T00:48Z [---] followers, [---] engagements

"$ATOM moving on above average volume. Should have full GaN data from Sandia national lab in the next few weeks (or days). The data must be good as Sandia is telling Atomera to apply for DoE funding. $NVDA $VICR $MU $RMBS $CRDO $AMD $AAOI $EOSE $TE $GOOG"
X Link 2026-01-27T16:39Z [---] followers, [----] engagements

"@chess999999 largest positions are $MU $VICR $RMBS $BE recent adds are $AAOI $ATOM $CRDO $EOSE $TE"
X Link 2026-01-28T17:38Z [---] followers, [---] engagements

"Jerome Powell cut [--] of the last [--] FOMC meetings but most people considered him hawkish and too slow to cut. He orchestrated a soft landing most doubted was possible. Yes he fucked up during covid but thats a whole other story he handles the last 3-4 years coming out of covid beautifully. Hope Warsh can be equally as good or better. Prepare for some pain at some point soon lots of profits can be taken next week and cause continued selling. Ive been slowly raising cash and just leaving the handful of names I am super bullish on in tact. $MU $NVDA $RMBS $VICR $AMD $INTC $EOSE $TE"
X Link 2026-01-31T01:39Z [---] followers, [---] engagements

"@chess999999 similar very long term view with $VICR the courts are forcing everyone to come to them. I dont see how its not a $20b market cap a couple generations of gpu/tpu from now"
X Link 2026-01-31T15:35Z [---] followers, [--] engagements

"I own about equal amounts of both. $RMBS may have more near term upside as $VICR needs to digest gains. However $VICR could also announce a deal with $NVDA $AMD $GOOG $AMZN any day so I personally wouldnt leave my portfolio without a position. I am also getting heavy in cash selling non core positions recently. https://twitter.com/i/web/status/2017627879778185232 https://twitter.com/i/web/status/2017627879778185232"
X Link 2026-01-31T15:55Z [---] followers, [---] engagements

"If you aren't familiar with Cerebras and $VICR you should get familiar. Cerebras is the first customer set to use $VICR 2nd gen vertical power delivery modules and Vicor is in talks with ALL OEMs and hyperscalers who make their own chips to do the same. This stock may have gone from 50s to above [---] in just a few months but don't be shocked to see this above $500 at some point before the end of [----] after deals are likely announced with $NVDA $AMD $GOOG $AMZN [----] is the year latency debt comes due for Big Tech. In the last [--] months alone tens of billions of dollars have been spent trying to"
X Link 2026-02-02T16:33Z [---] followers, [----] engagements

"$rmbs dipped on this nonsense. Already fixed bought the dip and will reload leaps if it stays in low or mid 90s this week $MU $INTC $AMD $NVDA $GOOG $TSM $AVGO"
X Link 2026-02-02T22:29Z [---] followers, [----] engagements

"@Sandeman52 fake news but they did sign a deal with cerebras for ultra fast inferencing which btw is powered by $VICR"
X Link 2026-02-02T23:31Z [---] followers, [---] engagements

"Interesting the head of compute scaling at openAI mentioned Cerebras before $AMD. Must have big plans involving cerebras which is uber bullish for $VICR as I have mentioned a few other times in recent weeks. $NVDA $MU $AMD $AVGO $INTC $TSM $RMBS Our partnership with NVIDIA is foundational. NVIDIA is our most important partner for both training and inference and our entire compute fleet runs on NVIDIA GPUs. This is not a vendor relationship. It is deep ongoing co-design. We build systems together and our frontier Our partnership with NVIDIA is foundational. NVIDIA is our most important partner"
X Link 2026-02-03T00:47Z [---] followers, [----] engagements

"$AAOI up big thanks to $LITE its still early in the AAOI story Im not advocating buying up here but I sure aint selling either. See below why I think this is over $60 in the next couple mos $AAOI can move a lot higher w this low market cap and potential for $150m+ net income as they scale 800g transceiver capacity for amazon. Any increase to $AMZN trainium ambitions revealed on ER can send AAOI much higher. $AAOI can move a lot higher w this low market cap and potential for $150m+ net income as they scale 800g transceiver capacity for amazon. Any increase to $AMZN trainium ambitions revealed"
X Link 2026-02-03T21:09Z [---] followers, [---] engagements

"$VICR did you guys notice how strong this stock was in a sea of red especially with semis bleeding today I think smart money KNOWS the hyperscalers and oems are being pushed right into Vicors hands whether they like it or not. Check out what the CEO/Founder who happens to be [--] years old and still owns 47% of the company said about this on their last call $NVDA $GOOG $AMD $AMZN $MU $RMBS $AAOI $LITE $META $TSM https://twitter.com/i/web/status/2018801652350980304 https://twitter.com/i/web/status/2018801652350980304"
X Link 2026-02-03T21:39Z [---] followers, [---] engagements

"Got back in $CRDO at [---] today after selling out above [---] last week when it didnt react to $META capex increase. Will prob hold these shares for years. $CRDO not reacting positively to huge increase in capex from $META immediately is concerning. Going to cut this name today might be a small gain or small loss dont matter. Will find a better home for that cash $CRDO not reacting positively to huge increase in capex from $META immediately is concerning. Going to cut this name today might be a small gain or small loss dont matter. Will find a better home for that cash"
X Link 2026-02-03T22:09Z [---] followers, [----] engagements

"@HalalTrader which optics names are you in if any Only $AAOI so far for me. Hate chasing $LITE up here. Amazon earnings might pump AAOI tomorrow"
X Link 2026-02-05T01:03Z [---] followers, [---] engagements

"@RihardJarc so bullish $AAOI. I think their market cap can 4-5x by end of [----]. Ceo/founder in talke with amazon to have them invest 200-300m into their new texas fab for 800g and eventual 1.6t transceivers"
X Link 2026-02-06T19:43Z [---] followers, [---] engagements

"@smannan Kinda like it at current price havent owned it in a while. But wont buy just yet. Im also eyeing $VST for an entry sold a couple march $150 puts today there nothing crazy and not in a rush to deploy capital yet with core positions set"
X Link 2026-02-06T20:25Z [---] followers, [---] engagements

"@SayNoToTrading @NewsEquities @buccocapital schwab doesnt offer same day lot specific sales either which pissed me off but if I select LIFO it will sell the shares bought that day maybe robinhood has a similar setup-"
X Link 2026-02-06T21:53Z [---] followers, [--] engagements

"@xmanreturn no prob I think its interesting how much attention (deservedly) Anthropic gets but very few talk about the purest way to play Anthropic upside. The chart is strong though so I cant be the only one but very few on X talk about AAOI. Great risk:reward from $3b market cap"
X Link 2026-02-07T14:40Z [---] followers, [--] engagements

"how are these plays on anthropic $AAOI is the purest play on anthropic upside as the main supplier of optical transceivers to amazon just now ramping 800g and later this year 1.6t. Amazon in discussions to invest into their new texas fab to increase capacity faster. Curious about the [--] you named"
X Link 2026-02-07T18:20Z [---] followers, [---] engagements

"@DJ_Tao Thanks 19% of SKM market cap in anthropic interesting-wonder if that valuation they're using is accurate and current"
X Link 2026-02-07T20:53Z [---] followers, [--] engagements

"@AP_stocks @i_manage_risk The best way to play Anthropic upside and Amazon capex. Has LITE type potential 12-18 months from now. 2-5x from here all doable"
X Link 2026-02-07T21:21Z [---] followers, [---] engagements

"@InvestorCanna @HalalTrader he has done SOME good work and some awful takes. Did you see how bearish he was on MU in the summer when it was around $100 Theres nothing bearish about MU being late to HBM4 and only being able to supply 50-66% of customer demand NOTHING"
X Link 2026-02-09T16:20Z [---] followers, [---] engagements

"@anni_sen @NYSE_UAMY how high can this go in [----] you think I got a small position from 7s"
X Link 2026-02-09T17:41Z [---] followers, [---] engagements

"@G0295037012342 @anni_sen @NYSE_UAMY averaging up is usually better than averaging down"
X Link 2026-02-09T18:15Z [---] followers, [---] engagements

"@SAF_TURK thats my target next 45-60 days. Long term I think [---] by end of [----] is in reach or $1t market cap"
X Link 2026-02-10T19:07Z [---] followers, [--] engagements

"@FahadThoughts97 monstrous. [--] deal signed with one of the GAA players and this will 7-10x or more. Could also never happen"
X Link 2026-02-13T20:12Z [---] followers, [--] engagements

"@SayNoToTrading Wait till the market figures out the memory angle for Credo is real. Going to be a fun ride up to $250+. AEC Tam going from 1b to 7b by [----] there is competition from Amphenol Marvel and others but Credo will lead"
X Link 2026-01-27T13:24Z [---] followers, [---] engagements

"@retailpunter @Heatonsr187428 @benitoz no way in hell that 600m mrdimm tam isnt revised up by end of this year. Id be shocked if its not 800m+ once we get thru the initial ramp in q4. $RMBS is such an easy stock to hold. Ill keep adding on weakness if it goes to 80s I go balls deep and stop watching"
X Link 2026-02-06T16:54Z [---] followers, [---] engagements

"@retailpunter bullish af $RMBS Intel said they are going to focus more on diamond rapids too pushing mrdimm numbers up for [----] I think"
X Link 2026-02-09T18:17Z [---] followers, [---] engagements

"Have you seen the trend in token usage increase I think EPS next fiscal year has a chance to be close to $50. It's estimated at $30-34 depending who you ask this year. They just said they expect [----] to see $100b HBM total demand and they expect 21-22% of that. Simple math tells me their earnings grow a lot between now and [----]. https://twitter.com/i/web/status/2021315357789782475 https://twitter.com/i/web/status/2021315357789782475"
X Link 2026-02-10T20:08Z [---] followers, [--] engagements

"their chip biz is on trajectory to exceed $800m annual revenue at 60-65% gross margin by 2028- meanwhile the ip biz is growing 10-15% a year from a much lower base and the patent licensing will be flat. People like you are the reason I am confident in my large size in $rmbs - sleeping giant"
X Link 2026-02-12T00:11Z [---] followers, [---] engagements

"@anni_sen thats why freecashflow matters. and why amazon is under $200"
X Link 2026-02-12T16:20Z [---] followers, [---] engagements

"So google capex nearly doubling this year. Obviously a ton of that will go to $NVDA $MU and other obvious choices. There will be crazy amounts of next gen tpus using arm cpus deployed as well. I think a lot of people are failing to realize what that means for x86 workloads. TPU/GPU growth leads to way more x86 deployments that will need high end $RMBS memory interface products. The selloff from [---] was justified as $130 came way too fast but rambus downside has to be very limited from current levels IMHO. https://twitter.com/i/web/status/2019231895272452364"
X Link 2026-02-05T02:09Z [---] followers, [----] engagements

"No problem. I think the guidance will beat for two reasons. Cerebras ramp is going better than expected thanks to openAI and at the last investor presentation at Needham the cfo said book to bill is now well above [---]. Mostly looking forward to commentary on any gen2 vpd demos that may have taken place at Vicors facility in Santa Clara. If those have happened already we should get some strong language about upcoming deals. https://twitter.com/i/web/status/2023135643925373433 https://twitter.com/i/web/status/2023135643925373433"
X Link 2026-02-15T20:41Z [---] followers, [--] engagements

"@TradersParadise Trade that POS maserati in for a amg gt63 and then get a cayenne coupe turbo for your suv. Stop w the boring colors too"
X Link 2026-02-01T03:31Z [---] followers, [---] engagements

"for $MU Not an issue worth thinking about to me. Trump is buddies with Jensen hes not gonna slow down the greatest contributor to American gdp. Only concern with Micron is when do dram(ddr5) prices fall and by how much. This can easily go to $1t market cap next year which would be around $900 a share https://twitter.com/i/web/status/2018118151733711128 https://twitter.com/i/web/status/2018118151733711128"
X Link 2026-02-02T00:23Z [---] followers, [---] engagements

"$RMBS this is so bullish for Rambus it's not even funny. Not sure where it goes with earnings today and I already have a fat position but if it sells off on some nonsense I will be more than happy to buy more the next few days/weeks. @Heatonsr187428 how high you think Rambus can get this year [---] $GOOG $NVDA $MU $AMD $SNDK $TSM $AVGO $LITE $AAOI $BE $EOSE $TE Rumor: Starting with TPU v8 Google will no longer use HBM The incident was triggered by the global capacity shortage of HBM which will be unable to meet AI growth demands over the next [--] to [--] years. At the same time traditional HBM is"
X Link 2026-02-02T16:41Z [---] followers, [----] engagements

"@anni_sen so I shouldn't move my IRA from Schwab to $HOOD just for the 2% bonus I hate turning down [--] figures of free money but also really like Schwabs interface/platform"
X Link 2026-02-02T16:44Z [---] followers, [---] engagements

"@fundmyfund How often do you find a company with this much of a moat and a CEO/Founder who owns almost half the shares outstanding It's such a no brainer even after a huge run up. Won't be shocked to see it over $200 by month end"
X Link 2026-02-02T17:17Z [---] followers, [---] engagements

"@OBGInvestments glad to help. Let's hope for some hyperscaler news before/at earnings. Bullish on EOSE but room to add sub [--] 5b market cap aint cheap"
X Link 2026-02-02T18:04Z [---] followers, [--] engagements

"@perseus_85 download the quartr app best way to get earnings info quickly. All calls and transcripts and investor conferences are on there"
X Link 2026-02-03T01:48Z [---] followers, [---] engagements

"possible not counting on upgrades but market realizing the osat vendor is the only reason for soft guide [---] was an overshoot(too soon imo). Mrdimm is what will take this over [---] for good $AMD talk of venice cpu on their earnings call can help. If they push launch up to q3 its big for $RMBS https://twitter.com/i/web/status/2018673518498787707 https://twitter.com/i/web/status/2018673518498787707"
X Link 2026-02-03T13:10Z [---] followers, [---] engagements

"@Alex06425829 I like AMD and own some but its becoming a bet on openAI executing their plans until they land big deals with other hyperscalers"
X Link 2026-02-03T22:05Z [---] followers, [--] engagements

"@icnewer i dont think they would have guided for 28% QoQ growth if they lost meta as a customer. I think the stock is just tanking due to the fear of photonics making copper obsolete"
X Link 2026-02-04T00:27Z [---] followers, [--] engagements

"$MU dip today was a gift for those who missed it sub [---] sub [---] sub [---] and sub [---]. Micron should be a $1t market cap in the next [--] months which would take it $900 a share. By the time Chinese memory makers figure out ddr5 we will be on ddr6. $NVDA $AMD $VICR $RMBS $SNDK This is an interview article in which a former SK hynix vice president explains well why Chinese DRAM cannot be adopted by U.S. hyperscalers and why CXMT cannot advance beyond the 1b node. Please give it a read. https://t.co/SMKS7aAyOm This is an interview article in which a former SK hynix vice president explains well why"
X Link 2026-02-04T01:55Z [---] followers, [----] engagements

"@hao1234399 doesnt need to be better. I think the earnings projections for calendar 2027-28 will justify it. SKHynix wants to list on US exchanges and they would probably be over $1t USD too at some point in near future. Memory is crucial"
X Link 2026-02-04T03:04Z [---] followers, [--] engagements

"@Alex06425829 I think when liquidity dries up the expensive companies get hit the hardest. Arm pe was over [---] last time I checked. Im sure its still at least 60x if I had to guess. May be a good time to enter for a swing or long hold but probably better plays out there"
X Link 2026-02-05T03:00Z [---] followers, [--] engagements

"@fundmyfund Holding up relatively well considering the recent run up. If I didn't own so much I'd nibble here. This is a $15-20b market cap after a few more announcements are made"
X Link 2026-02-05T18:01Z [---] followers, [--] engagements

"yup won't be the first time that happens. Warsh's appointment was a bigger regime change than people realize. Shrinking balance sheet=way less liquidity. Indices are barely down SPX hasn't even hit 3% down from the peak yet. NDX is down a little over 6% that could easily be 10% next week. Not saying it will go that way for sure but I am keeping powder dry for the event it does. https://twitter.com/i/web/status/2019531110301233413 https://twitter.com/i/web/status/2019531110301233413"
X Link 2026-02-05T21:58Z [---] followers, [--] engagements

"@BabyYod59296514 Probably I think Amazon Meta xAI Microsoft and Oracle are their top 5- its not for sure though"
X Link 2026-02-06T02:55Z [---] followers, [--] engagements

"@ContrarianCurse @ROLCapital of course a self proclaimed semi cap cult member would say this 🤣🤣🤣 depending how high $MU goes in [--] days I may or may not disagree. Def think odds of MU reaching 550+ first are reasonably high"
X Link 2026-02-06T09:47Z [---] followers, [---] engagements

"Their equities analysis has been on point for years. I doubt many of their subscribers are dumping major allocations into crypto or BMNR myself included LOL. Fundstrat is a lot more than just tom Lee. He's got a smart crew around him. He fucked up the ETH/BTC call royally conflict of interest with his role at BMNR. Great tool for equities/market research though. https://twitter.com/i/web/status/2019805865650671742 https://twitter.com/i/web/status/2019805865650671742"
X Link 2026-02-06T16:10Z [---] followers, [--] engagements

"@anni_sen @AlphaTrader00 💯💯💯 i sold when my friend met mike alfred at a cafe in vegas and he pumped iren to him within minutes of seeing his stock brokerage account on his laptop around [--] last year"
X Link 2026-02-06T19:39Z [---] followers, [---] engagements

"@anni_sen @AlphaTrader00 you mean like $BE See my last ten posts about that one going back to summer lol"
X Link 2026-02-06T19:54Z [---] followers, [---] engagements

"@benitoz @institLPGP @SemiAnalysis_ you dont think the market cap is getting stretched here Or is this just gonna go meme/momo to $300 I cut a lot at 167-170 and rebought some today but I think it can fall back to 110-120 easily"
X Link 2026-02-06T20:33Z [---] followers, [---] engagements

"@chess999999 ill take a look. thank you"
X Link 2026-02-06T21:50Z [---] followers, [--] engagements

"@SayNoToTrading @NewsEquities @buccocapital but it gives you the option that robinhood doesnt to sell same day shares"
X Link 2026-02-07T01:35Z [---] followers, [--] engagements

"I can't say what I expect for EPS this year until the next call and hear how they guide. But what I can say is I fully expect them to brag about market share gains in RCD (previous estimate was "low 40s %" and based on what they said on recent calls it should be over 50%). Major growth drivers are the insatiable memory demand Micron has just shown us a few weeks ago. Remember MU pulled forward 100b HBM TAM number from [----] to [----]. That means the AI buildout is going faster than expected and everywhere there is GPU+HBM there is also CPU=DRAM. Finally starting q4 [----] and ramping into"
X Link 2026-01-05T01:06Z [---] followers, [--] engagements

"@Microcapreturns I noticed on the last earnings call Scott Bibaud said they are talking to "customers(plural)" about yield enhancement on advanced nodes. One 7nm node is all it takes to get this stock well above triple digits"
X Link 2022-07-21T03:26Z [---] followers, [--] engagements

"@michael94521 @KLabxx @psychprofits @mcinnes_danny @EnovixBatteries Im pretty bullish but cmon man almost nothing in the stock market is 100% unless youre silly enough to claim on public forum that you have inside info. You come off like a total pumper FYI"
X Link 2024-05-27T15:14Z [---] followers, [--] engagements

"@SadieSEF0077 @Bashakuma @ShaykhSulaiman As an Arab Christian I am here to confirm you are wrong. Allah does indeed mean God in Arabic"
X Link 2024-06-01T22:19Z [---] followers, [---] engagements

"@JonahLupton TGTX is a monster best in class therapy for multiple sclerosis. Cheaper than competition and safer.70% of MS patients are women and the leading drug (Ocrevus sold by Roche) has a breast cancer warning on it. TGTX doesn't. Roche's offering does 6b+ annual revenue"
X Link 2024-06-17T00:57Z [---] followers, [----] engagements

"@Banana3Stocks nvda fwd pe 33x implies $3.24 eps next year. I think closer to 26x fwd pe $4eps is very attainable. Some think as much as $5.50+ which I wont plan on but wont be shocked at either"
X Link 2024-09-06T04:17Z [---] followers, [---] engagements

"@DanielTNiles Oracle guidance includes ZERO from project stargate they said. So if stargate does come to fruition its a huge boom for them. Bullish $ORCL"
X Link 2025-03-11T08:11Z [---] followers, [---] engagements

"@StockSavvyShay so buy tsm- they will all be made there. Intel closing the gap highly unlikely anytime the next 3-5 years"
X Link 2025-04-10T23:32Z [---] followers, [--] engagements

"@BoujeeFinances the fact that you dont have more capital to invest in this environment should make you question your boujee lifestyle and others question your investment decisions"
X Link 2025-04-18T23:15Z [---] followers, [--] engagements

"@InvestingVisual @IvanaSpear you are missing some gems that will 10x or greater in the next 3-4 years. Power and memory bandwidth being the greatest bottlenecks in AI companies offering enhancements/solutions there will skyrocket"
X Link 2025-08-10T12:24Z [---] followers, [----] engagements

"@dotkrueger [--] trades of +20% will 10x your starting capital. Playing for home runs is stupid when you realize this"
X Link 2025-08-17T18:14Z [---] followers, [--] engagements

"@David_Tracey except this time earnings are growing faster and we are in the early stages of the 2nd industrial revolution. Sucks for people who dont quite see it spend more time researching. Capex spending this high isnt a fad its the new norm for at least 7-10 years"
X Link 2025-08-26T09:44Z [---] followers, [--] engagements

"@Beth_Kindig theyre also working on full stack solutions to win back some of the margin they were forced to eat by both nvidia and competitionis it a buy in mid 40s Would be no brainer to go long again in 30s IMO may enter soon"
X Link 2025-08-30T07:03Z [---] followers, [---] engagements

"@danielnewmanUV exactly why $MU is such a safe place to park cash. All the growth rates are tremendous and memory is a bigger bottleneck than the market is pricing in right now"
X Link 2025-09-05T15:33Z [---] followers, [--] engagements

"@zerohedge if you understood the footprint theyve been building this would make more sense to you. companies like nbis are aiming for total of 1gw capacity by next year whereas oracle is building multiple data centers with over 1gw each"
X Link 2025-09-10T06:10Z [---] followers, [--] engagements

"@StealthQE4 the 2% target is based on core pce not headline cpi. silly post"
X Link 2025-09-11T17:31Z [---] followers, [--] engagements

"@GaryMarcus mark my words this marks peak bubble seems like you are back pedaling from that which is really smart if the case. Congrats on being open minded but you would have more credibility in my eyes if you did it more blatantly"
X Link 2025-09-12T07:58Z [---] followers, [---] engagements

"$MU up over 30% since the hitpieces came out less than a month ago. New all time highs incoming $MU down overnight on two pieces of news. Neither bearish enough to warrant big dip [--]. trump wants equity in Micron. Whoopdeedoo anyone who doesnt is foolish. [--]. Skh qualified hbm4 with nvda. Inevitable but did happen 3mos early. Their hbm is sold out for [--] regardless. BTFD $MU down overnight on two pieces of news. Neither bearish enough to warrant big dip [--]. trump wants equity in Micron. Whoopdeedoo anyone who doesnt is foolish. [--]. Skh qualified hbm4 with nvda. Inevitable but did happen 3mos"
X Link 2025-09-12T09:55Z [---] followers, [---] engagements

"@Jukanlosreve cashflow. capex is leased very commonly for companies in growth mode at least in the USA"
X Link 2025-09-23T22:04Z [---] followers, [----] engagements

"@ecommerceshares all economies are circular. How much real estate equity was created by investors tapping Helocs or cash out refi to buy 2nd/3rd/4th/50th houses"
X Link 2025-10-06T16:12Z [---] followers, [---] engagements

"This is very bullish for the market overall. This is the bond market saying this isn't a bubble. The bond market is smarter than the stock market. Oracle sold $18 billion in US investment-grade bonds the second-largest offering of [----]. $ORCL $NVDA @OpenAI The capital will be used to ramp up spending to meet the needs of the AI boom. Investor Demand: The sale was highly popular with orders peaking at nearly $88 Oracle sold $18 billion in US investment-grade bonds the second-largest offering of [----]. $ORCL $NVDA @OpenAI The capital will be used to ramp up spending to meet the needs of the AI"
X Link 2025-10-06T18:17Z [---] followers, [---] engagements

"$ASPI bought the dip in a big way today. This company is on trumps radar as are rare earths in general. Didn't get a chance to post about $NB but caught that one early under $7 and think ASPI is going to see similar returns in the next few weeks to couple mos"
X Link 2025-10-09T23:35Z [---] followers, [----] engagements

"Vix9D up more than VIX yesterday. If this continues to be the case mon/tues I would expect the bottom to be put in in short order(say 2-3 more days where vix9d is up more than vix or when its down less than vix). When Vix9D outperformed VIX on April 8th we bottomed the next day. This is just one data point to consider as you mull over your strategy for the coming days. Nothing is certain. https://twitter.com/i/web/status/1977103214219804770 https://twitter.com/i/web/status/1977103214219804770"
X Link 2025-10-11T20:05Z [---] followers, [---] engagements

"I agree with Mr El-Arian. The US is the place to be and the AI mega trend will not stop just because of short term issues with China. Trump spends a lot of time with Jensen Huang and Larry Ellison and knows exactly how far he can push this. I dont know if we bounce monday or go another 5% lower but this isn't "the end" like some doom and gloomers who have been on the sidelines since April or even [----] are hoping for IMHO Want to spark a heated debate among market participants Ask them whether this valuation premium is justified (I believe it is) whether it will persist (I think it will)"
X Link 2025-10-11T20:27Z [---] followers, [---] engagements

"only [--] companies have allowed their name to be used: STMicro(who invented BCD technology and is planning on using atoms tech in their most advanced 300mm smart power fab in Agrate) Soitec-who invented RFSOI where the CEO seems to be most confident see July [----] PR from soitec/atom about "advancing the state of the art" using Atomera technology. Soitec is a key player and also doing work in GaN and SiC But plenty of reason to believe that big names like samsung/skhynix/micron are in the mix as the ceo has said they've been engaged with multiple memory players(there are only [--] so at least [--] out"
X Link 2025-10-14T18:36Z [---] followers, [---] engagements

"@amitisinvesting you really didnt know this many companies use AWS and you're a tech investor.damn that unfollow button looks tempting LOL"
X Link 2025-10-20T18:10Z [---] followers, [---] engagements

"@akafaceUS we got the funny ass trump dumping shit on them ai video. win"
X Link 2025-10-20T18:13Z [---] followers, [--] engagements

"@RihardJarc correct if it was 500b in [--] quarters nvda would be over [---] and still be the cheapest mag7 stock"
X Link 2025-10-29T20:33Z [---] followers, [---] engagements

"@Sandeman52 substitute the word universe for God"
X Link 2025-10-30T15:01Z [---] followers, [---] engagements

"@ecommerceshares LOL funny and accurate. The market does reprice things all the time it's no different than Warren Buffet buying UNH and the stock spiking because he bought nothing with the company changed just the way it's viewed"
X Link 2025-10-31T18:58Z [---] followers, [----] engagements

"@Jukanlosreve NVDA going to get their margin back to 77% soon"
X Link 2025-11-03T16:06Z [---] followers, [---] engagements

"@0xEthan was he a whale when he invested $15k hes def one now lol"
X Link 2025-11-04T12:33Z [---] followers, [----] engagements

"@JohnPompliano thats counting home equity and 401k lol way less than that have 1m liquid"
X Link 2025-11-04T18:02Z [---] followers, [--] engagements

"Consolidating between 95-105 is fine with me. I think it needs a few months. Silver lining is $AMD just said helios will start shipping q3 and thats where mrdimm will first be implemented (venice cpu is in mi450). While big numbers wont happen till q4 and full ramp in [----] by late q2 or early q3 we start to see some of the mrdimm potential priced in IMO"
X Link 2026-02-04T14:02Z [---] followers, [---] engagements

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