@mark_to_mkt Avatar @mark_to_mkt Mark to Mkt

Mark to Mkt posts on X about strong, ai, $gds, $vnet 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 71.68% finance 10.62% cryptocurrencies 9.73% technology brands 9.73% countries 2.65% celebrities 1.77% automotive brands 0.88%

Social topic influence strong 11.5%, ai 9.73%, $gds 8.85%, $vnet 7.96%, $algm #6, $kc 5.31%, kc 5.31%, $fsly #41, $akam #3, company 4.42%

Top accounts mentioned or mentioned by @venu7 @epictrades1 @alldaystocks @rohanpaulai @kaelzorath @shakepryzby1 @venu_7_ @lillyl464172 @angelgoddessde1

Top assets mentioned Allegro Microsystems Inc (ALGM) Kingsoft Cloud Holdings Limited (KC) Fastly, Inc. (FSLY) Akamai Technologies, Inc. (AKAM) Astera Labs, Inc. (ALAB) Vertiv Holdings Co (VRT) Cloudflare, Inc. (NET) Texas Instruments (TXN) Viavi Solutions Inc. Common Stock (VIAV) Lumentum Holdings Inc. Common Stock (LITE) Applied Optoelectronics, Inc. (AAOI) Four (FORM) NVIDIA Corp. (NVDA) Arm Holdings plc (ARM) Moderna Inc (MRNA) Lattice Semiconductor Corp (LSCC) Arteris, Inc. (AIP) Builders FirstSource, Inc. (BLDR) Legence Corp (LGN) Pure Storage, Inc. (PSTG) Metadium (META) Lumen Technologies Inc (LUMN) Corning Incorporated (GLW) Coherent Inc (COHR) Marvell Technology Inc (MRVL) Arista Networks Inc (ANET) DigitalOcean Holdings, Inc. (DOCN) Viking Holdings Ltd (VIK) XPO LOGISTICS, INC. (XPO) Tower Semiconductor Ltd (TSEM) Intuitive Machines, Inc. (LUNR) Intel Corporation (INTC) Energy Fuels Inc. (UUUU) Amkor Technology Inc (AMKR) Rivian Automotive, Inc. (RIVN) TeraWulf Inc. (WULF) Stacks (STX) STMicroelectronics N.V. (STM) Orochi Network (ON) Synaptics Inc (SYNA) Bitcoin (BTC) PulteGroup, Inc. (PHM) D R Horton Inc (DHI) Iris Energy Limited (IREN) Venice Token (VVV) Comfort Systems USA, Inc. (FIX) Alibaba Group (BABA) Enlight Renewable Energy Ltd. (ENLT) TAC Protocol (TAC) Warby Parker, Inc. (WRBY) Figure Technology Solutions, Inc. (FIGR)

Top Social Posts

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

"$AIP - chiplet IP company strong week as multi-die has become the dominant architecture"
X Link 2025-12-05T17:54Z [----] followers, [---] engagements

"$AIP chiplet IP company continues to trend. Great market conditions right now"
X Link 2025-12-10T04:16Z [----] followers, [---] engagements

"$PHM similar look to $DHI $XHB. When the sector is setup together like this its worth paying attention. Bitcoin miners like $IREN $ALPD all setup and broke out together last summer"
X Link 2026-01-12T01:02Z [----] followers, [---] engagements

"$VVV One of the more interesting opportunities Ive seen but it will take time for revenue to be meaningful (to offset slowing ICE business). Valvoline is expanding into cooling of AI data centers. Valvolines dielectric fluids improve thermal transfer compared to traditional water or air cooled systems. Theyre working with $NVTon cooling of rack systems. https://www.valvolineglobal.com/en/valvoline-brings-liquid-cooling-power-to-ai-data-centers/ https://www.valvolineglobal.com/en/valvoline-brings-liquid-cooling-power-to-ai-data-centers/"
X Link 2026-01-18T01:40Z [----] followers, [----] engagements

"$BLDR double-bottom base forming in premium homebuilder supplier"
X Link 2026-01-18T05:00Z [----] followers, [---] engagements

"$LGN one that @Venu_7_ feed put on my radar. Most direct comp is $FIX which has been a performer. Recent IPO; company provides skilled labor and engineering consulting for data center buildouts. A beneficiary of the transition to liquid cooling for Blackwell/Rubin. Missed the entry Thursday. https://twitter.com/i/web/status/2013285239762862441 https://twitter.com/i/web/status/2013285239762862441"
X Link 2026-01-19T16:19Z [----] followers, [----] engagements

"$VNET slingshot. High priority add given its importance to $BABA and Steve Cohens position (5% ownership)"
X Link 2026-01-22T16:32Z [----] followers, [---] engagements

"$GDS $VNET $KC all up in premarket"
X Link 2026-01-23T13:31Z [----] followers, [---] engagements

"$LGN recent IPO setting up"
X Link 2026-01-23T17:20Z [----] followers, [---] engagements

"$ENLT Renewable name that has doubled since June"
X Link 2026-01-25T17:34Z [----] followers, [---] engagements

"$GDS testing resistance"
X Link 2026-01-26T16:09Z [----] followers, [---] engagements

"$PSTG showing a potential divergence. Added to focus list w $META earnings as potential catalyst"
X Link 2026-01-26T17:31Z [----] followers, [---] engagements

"$Z double bottom setup; watching for volume through the neckline and break of trend"
X Link 2026-01-26T18:25Z [----] followers, [---] engagements

"$LUMN focus today given $GLW news. 2-month base after pulling back after a 155% move"
X Link 2026-01-27T14:01Z [----] followers, [---] engagements

"$TAC Canadian power company with hyperscaler contracts. Breaking back above the 50D on volume"
X Link 2026-01-27T17:19Z [----] followers, [---] engagements

"$WRBY holding up today on $META glasses demand"
X Link 2026-01-29T18:09Z [----] followers, [---] engagements

"$ALGM PEG near pivot. Want to see how this flags ahead of 2/18 analyst day if the broader market can stabilize. High-margin magnet sensor leader. Its primary market has been EVs but seeing increased demand in data centers (thermal management) solar (trackers) and robotics"
X Link 2026-02-01T16:13Z [----] followers, [---] engagements

"$TXN another PEG near pivot. Analog semi maker and fab. Like $ALGM turns signals into useable data. Capex overhang for years because of fab builtouts and primary endmarkets like EVs with Covid stockpiles. Issued rare Q1 sequential revenue growth signaling potential inflection"
X Link 2026-02-01T16:32Z [----] followers, [---] engagements

"$VIAV Another PEG but this one through pivot. Memory rightly is a market focus but a related data center play is hiding in plain sight: networking. $LITE $AAOI $COHR showed strength in a weak tape last week. And $ALAB $MRVL have both recently bought photonics companies. Viavi strong report adds more confirmation to recent moves in $ANET that networking is likely to be a hot sector this year. As data centers move toward 800G and 1.6T Ethernet and memory prices increase networking performance and reducing tail latency become critical. Viavi is the validation layer for networking and optics."
X Link 2026-02-01T19:08Z [----] followers, [----] engagements

"$VIAV continues to trend post-earnings"
X Link 2026-02-02T15:05Z [----] followers, [---] engagements

"$DOCN nice reaction off the 21D; starting to form a nice structure"
X Link 2026-02-02T15:46Z [----] followers, [---] engagements

"$AAOI still struggling to get through pivot"
X Link 2026-02-02T19:53Z [----] followers, [---] engagements

"$VIK through pivot with travel stocks hot"
X Link 2026-02-02T21:24Z [----] followers, [---] engagements

"$DOCN holding up better than the rest of software. still eyeing this one for a break of this IPO base"
X Link 2026-02-04T01:04Z [----] followers, [---] engagements

"$ALGM like the earnings flag buildout here ahead of 2/18 analyst day"
X Link 2026-02-04T01:07Z [----] followers, [---] engagements

"$ALAB unlikely to resolve or develop enough of a cushion to go into the print but Astera should have a strong Q given scaling of rack systems and memory demand. All of these GPUs CPUs memory chips and servers need to be connected and Astera is a leading high-end supplier"
X Link 2026-02-04T01:32Z [----] followers, [----] engagements

"$LITE 10x since the April low and has co-packaged optics as its next tailwind. Sold it for a double; thought I was a genius. A lesson to hold onto your winners"
X Link 2026-02-04T03:41Z [----] followers, [----] engagements

"The crypto boys are pretty glum. Hard to tell if this is just another crypto winter or the end. After more than a decade crypto still hasnt found a true use case. Its too slow to be a scaled payment method too volatile to be a store of value and during a period where currency devaluation is top of mindits collapsing. Its a solution still in search of a problem. Maybe it finds that problem. Maybe it was just another tulip. Time will tell. $BTC $ETH $SOL This crypto winter is hitting different This crypto winter is hitting different"
X Link 2026-02-05T04:19Z [----] followers, [---] engagements

"$FIGR absolutely wild move but to be expected in this environment and with a new issue. Post March 10th lockup expiry and basing could be the opportunity to get long but unlikely to be as high beta after the insider selling"
X Link 2026-02-05T14:11Z [----] followers, [---] engagements

"$FORM strong earnings reaction in a weak tape. Really like their acquisition of Keystone Photonics given the importance of co-packaged optics"
X Link 2026-02-05T14:38Z [----] followers, [---] engagements

"$VIAV tracking this one. Testing and photonics names are bucking the tech trend"
X Link 2026-02-05T14:48Z [----] followers, [---] engagements

"$XPO these pre-earnings gaps and now earnings gap are saying something about trucking/freight"
X Link 2026-02-05T15:05Z [----] followers, [---] engagements

"$CSX freight; breaking out to new ATHs this week"
X Link 2026-02-05T15:11Z [----] followers, [---] engagements

"$TSEM gap follow-through after yesterdays $NVDA optical modules news. Nvidia validates Towers silicon photonics platform. Earnings next Wednesday where well learn more about timeline on the collaboration"
X Link 2026-02-06T14:57Z [----] followers, [---] engagements

"$ALGM still hoping for some pullback here. Staying high and tight"
X Link 2026-02-06T14:59Z [----] followers, [---] engagements

"@Venu_7_ $FORM with acquisition of Keystone Photonics also connected to co-packaged optics transition"
X Link 2026-02-08T17:21Z [----] followers, [---] engagements

"$TXN earnings flag buildout"
X Link 2026-02-08T17:33Z [----] followers, [---] engagements

"$VIAV earnings flag buildout on PEG 2"
X Link 2026-02-08T17:34Z [----] followers, [---] engagements

"$NXT solar so its messy but also with an earnings flag buildout"
X Link 2026-02-08T17:37Z [----] followers, [---] engagements

"$LFUS power fuses/sensing company making new ATHs on AI data center demand"
X Link 2026-02-08T17:43Z [----] followers, [---] engagements

"$RCL earnings flag buildout"
X Link 2026-02-08T17:45Z [----] followers, [---] engagements

"$VIK cruise name focusing on Boomers/Gen X making new ATHs"
X Link 2026-02-08T17:46Z [----] followers, [---] engagements

"$LUV 70% move since getting above the 30W in November"
X Link 2026-02-08T17:48Z [----] followers, [---] engagements

"$MOD thermal management company (smaller base than $VRT) making new ATHs"
X Link 2026-02-08T17:52Z [----] followers, [---] engagements

"$FORM making new ATHs. Semiconductor testing and now with acquisition of Keystone Photonics a co-packaged optics testing company. Semiconductor testing and equipment names continue to outperform the rest of the sector"
X Link 2026-02-08T17:56Z [----] followers, [---] engagements

"$XPO trucking/freight company making new ATHs"
X Link 2026-02-08T17:58Z [----] followers, [---] engagements

"$ARM from failed moves Saw buyers step in immediately post-earnings. Break of trend on volume this week. Looking for follow-through/continuation next week"
X Link 2026-02-08T18:00Z [----] followers, [---] engagements

"$KLIC semiconductor bonding company that is trending with memory names. Nearing ATHs. Gapping since earnings but hoping to see some consolidation near ATHs to position"
X Link 2026-02-08T18:03Z [----] followers, [---] engagements

"$ALGM running away post-earnings. Need to find a way in. Sensing company benefiting from data center buildout and robotics. Quietly pulling out of an IPO base with ATHs in sight. 2/18 analyst day"
X Link 2026-02-08T18:09Z [----] followers, [---] engagements

"$SIMO memory controller company making post-earnings ATHs"
X Link 2026-02-08T18:11Z [----] followers, [---] engagements

"$GLW fiber optics leader making new ATHs"
X Link 2026-02-08T18:12Z [----] followers, [---] engagements

"$LUMN sold off on disappointing earnings (telecom business is still a drag but showing signs of a potential bottom). Saw a 30% move (short squeeze) on CEO share purchase during the earnings dip"
X Link 2026-02-08T18:17Z [----] followers, [---] engagements

"$ALAB nice follow through. Earnings tomorrow"
X Link 2026-02-09T14:41Z [----] followers, [---] engagements

"$VRT through resistance. Earnings Wednesday"
X Link 2026-02-09T14:42Z [----] followers, [---] engagements

"$TSEM through resistance. Strong reaction to $NVDA collaboration on co-packaged optics"
X Link 2026-02-09T14:55Z [----] followers, [---] engagements

"$LUNR gap up on Elon giving up on Mars to occupy the moon"
X Link 2026-02-09T15:15Z [----] followers, [---] engagements

"$PSTG nice reaction off support. Should see increased demand but will be interesting to see how spot NAND prices have impacted margins"
X Link 2026-02-09T15:18Z [----] followers, [---] engagements

"$LUNR SPAC base if Elon can keep the occupy the moon theme going"
X Link 2026-02-09T18:08Z [----] followers, [---] engagements

"$INTC continues to push off the 21D"
X Link 2026-02-09T18:39Z [----] followers, [---] engagements

"$ZM Compressed near the top of a 16-month base. Low ATR for now. Think character changes here soon"
X Link 2026-02-09T18:40Z [----] followers, [---] engagements

"$ALAB last Thursday presented a derisked entry that would have provided cushion into earnings; now up 37%. Frustrating one especially given how strong memory and networking/optics have been. Astera stands to benefit from both as its Scorpio fabric scales"
X Link 2026-02-09T20:20Z [----] followers, [---] engagements

"$UUUU handle build out; looks like its gearing up for a next leg higher. $UUUU Handle entry forming. https://t.co/RC97hVn8rv $UUUU Handle entry forming. https://t.co/RC97hVn8rv"
X Link 2026-02-09T23:45Z [----] followers, [---] engagements

"$UEC not as clean as $UUUU but similar setup"
X Link 2026-02-10T00:00Z [----] followers, [---] engagements

"$MRNA earnings Friday but like the low volume pullback and wedge setup"
X Link 2026-02-10T00:22Z [----] followers, [---] engagements

"$VRT made a pre-earnings breakout attempt today but faded back into range"
X Link 2026-02-10T00:23Z [----] followers, [---] engagements

"$RUN needs a catalyst but things are very compressed. Been trading in a tight range for [--] months. 24% short interest will be fuel if a hyperscaler catalyst comes"
X Link 2026-02-10T00:30Z [----] followers, [---] engagements

"$AMKR strong growth/high capex given facilities expansion. Interested to see how this one reacts tomorrow"
X Link 2026-02-10T03:13Z [----] followers, [----] engagements

"$CSCO quietly making all time highs. Networking is a hot sector"
X Link 2026-02-10T03:15Z [----] followers, [----] engagements

"$STNE like the price action here recently; 3-year Stage [--] base"
X Link 2026-02-10T04:00Z [----] followers, [---] engagements

"$CRDO preannouncement read throughs: 🐂: $APH $ANET $MRVL 🐻; $LITE $COHR $AAOI $CRDO EVENT CONTEXT AND KEY READ-THROUGHS Credo Technology (CRDO:US) pre-announced preliminary fiscal Q3 [----] revenue of $404M-$408M explicitly above the high end of its previously communicated $335M-$345M range. (Business Wire) The pre-announcement also raised or reaffirmed a $CRDO EVENT CONTEXT AND KEY READ-THROUGHS Credo Technology (CRDO:US) pre-announced preliminary fiscal Q3 [----] revenue of $404M-$408M explicitly above the high end of its previously communicated $335M-$345M range. (Business Wire) The"
X Link 2026-02-10T10:42Z [----] followers, [---] engagements

"$MRNA wedge breakout after controlled pullback. $MRNA earnings Friday but like the low volume pullback and wedge setup. https://t.co/oMIu3DkkMt $MRNA earnings Friday but like the low volume pullback and wedge setup. https://t.co/oMIu3DkkMt"
X Link 2026-02-10T15:22Z [----] followers, [---] engagements

"$RIVN up on volume based on favorable initial reviews of R2. Earnings Thursday"
X Link 2026-02-10T15:54Z [----] followers, [---] engagements

"$WULF breaking out of range on volume"
X Link 2026-02-10T15:57Z [----] followers, [---] engagements

"$ARM continues to see momentum after break of downtrend. 200D above"
X Link 2026-02-10T15:58Z [----] followers, [---] engagements

"$BLDR 10/21W cross and above the 30W; earnings next Tuesday where guide will be key"
X Link 2026-02-10T16:08Z [----] followers, [---] engagements

"RT @allday_stocks: $VRT Vertiv Q4 Beat Orders Surge 252% Raises [----] Outlook 🚀 Q4 revenue $2.88B (+23% YoY); organic orders +252%; b"
X Link 2026-02-11T11:08Z [----] followers, [--] engagements

"RT @epictrades1: $NET PT raised to $243 from $199 at BTIG $NET PT raised to $222 from $220 at Piper Sandler $NET PT raised to $220 from $21"
X Link 2026-02-11T12:31Z [----] followers, [--] engagements

"Faded back into range. Seems to be a common theme right now in this choppy market. $WULF breaking out of range on volume. https://t.co/DGNk7BZQ5f $WULF breaking out of range on volume. https://t.co/DGNk7BZQ5f"
X Link 2026-02-11T12:48Z [----] followers, [---] engagements

"$VNET strong week. Up 50% YTD"
X Link 2026-02-11T16:21Z [----] followers, [---] engagements

"$GFS strong earnings reaction; testing resistance of a 17-month Stage [--] base"
X Link 2026-02-11T16:29Z [----] followers, [---] engagements

"$SOLS flag breakout on earnings; recent Honeywell spinoff benefiting from nuclear fuel and thermal management materials demand"
X Link 2026-02-11T18:20Z [----] followers, [---] engagements

"$VRT gapped out 4-month base on earnings. PEG list"
X Link 2026-02-11T18:21Z [----] followers, [---] engagements

"$MRNA story re flu vaccine looks like noise; finding support at the 50D and above prior resistance. Earnings Friday where there will be more clarity. Story here is in oncology so any further weakness post-earnings could be an opportunity"
X Link 2026-02-11T18:29Z [----] followers, [---] engagements

"$AMKR flag breakout with advanced packaging and memory back in focus"
X Link 2026-02-11T18:32Z [----] followers, [---] engagements

"$STX looks ready. Top watch tomorrow"
X Link 2026-02-12T02:02Z [----] followers, [---] engagements

"$ADI broke out of an earnings flag and has been drifting higher since. Earnings next Wednesday"
X Link 2026-02-12T04:18Z [----] followers, [---] engagements

"$IGV Yes babies are getting thrown out with the bath water but if youre trying to trade software youre swimming upstream. Bounces will happen along the way but this kind of damage will likely take a long period of basing/accumulation to see any kind of meaningful reversal"
X Link 2026-02-12T05:11Z [----] followers, [---] engagements

"$STX slingshot a controlled pullback to the 20D"
X Link 2026-02-12T15:41Z [----] followers, [---] engagements

"$AKAM bought this one in premarket on $FSLY sympathy but missed the ideal entry on retest of r/s on Monday. CDNs that integrate security are seeing a boost from agentic traffic (always on). Akamai has also been pivoting its business to be a player in edge AI/inference"
X Link 2026-02-12T15:53Z [----] followers, [---] engagements

"$GDS $VNET $KC $NVDA CEO Jensen Huang is in China amid regulatory headwinds https://t.co/bCQlIIveEK $NVDA CEO Jensen Huang is in China amid regulatory headwinds https://t.co/bCQlIIveEK"
X Link 2026-01-24T16:56Z [----] followers, [---] engagements

"$KC above the 200D for the first time since October. Nvidia cloud maybe lifting for Chinese data center names. $GDS $VNET"
X Link 2026-01-26T16:11Z [----] followers, [---] engagements

"$GDS really strong action (not fading like US tech). Monthly chart showing the strength here this month"
X Link 2026-01-26T18:16Z [----] followers, [---] engagements

"$KC playing quick catchup with $GDS and $VNET. Up 11% in premarket after an 8% move yesterday"
X Link 2026-01-27T14:13Z [----] followers, [---] engagements

"$GDS $VNET $KC China Grants First Import Approval for Nvidia's H200 AI Chips: Sources China has granted approval for the import of several hundred thousand Nvidia H200 artificial intelligence chips sources say marking a policy shift amid domestic AI development priorities. The approvals https://t.co/q8xYQM3hAV China Grants First Import Approval for Nvidia's H200 AI Chips: Sources China has granted approval for the import of several hundred thousand Nvidia H200 artificial intelligence chips sources say marking a policy shift amid domestic AI development priorities. The approvals"
X Link 2026-01-28T03:54Z [----] followers, [---] engagements

"$SLB flag breakout for oil services company"
X Link 2026-02-11T16:30Z [----] followers, [---] engagements

"$LSCC making new ATHs on earnings. Stock pickers market in tech right now"
X Link 2026-02-11T18:36Z [----] followers, [---] engagements

"@epictrades1 Really interested to see what happens with $AKAM this week given $FSLY and $NET results"
X Link 2026-02-14T17:30Z [----] followers, [---] engagements

"@rohanpaul_ai Vaporware like $ACHR. Zero live demonstrations; controlled video demos and a lot of talk"
X Link 2026-02-15T05:55Z [----] followers, [---] engagements

"$ALGM Analyst day Wednesday; Sensing company also benefit from move to the edge. Edge computing/inference names are outperforming along with memory and inference"
X Link 2026-02-16T00:56Z [----] followers, [---] engagements

"$LSCC strong earnings for FPGA pure play. Another company built for edge AI. The AI infrastructure trade is broadening beyond data centers and training to real world applications which demand edge compute"
X Link 2026-02-16T01:01Z [----] followers, [---] engagements

"$TXN Edge/Physical AI leader that just acquired $SLAB (specializes in wireless mesh networking). HT earnings flag. More evidence that edge AI is where money is flowing"
X Link 2026-02-16T01:14Z [----] followers, [---] engagements

"$STM flag buildout after $AMZN partnership (data centers connectivity and efficiency); another edge AI company who allows companies to embed AI into devices with its microcontrollers"
X Link 2026-02-16T01:45Z [----] followers, [---] engagements

"$FSLY the story of last week. CDNs suddenly back in focus with agentic AI developing as a theme supported by earnings. $AKAM on tap Thursday"
X Link 2026-02-16T01:50Z [----] followers, [---] engagements

"Thats it for me this weekend. Memory still looks strong. Networking looks mixed after $ALAB raised margin concerns. Edge and agentic AI are the new themes worth tracking. Real earnings strength and momentum developing in names like $NET $FSLY $AKAM $ALGM $TXN $LSCC $STM $ON $SYNA. https://twitter.com/i/web/status/2023214952681779251 https://twitter.com/i/web/status/2023214952681779251"
X Link 2026-02-16T01:56Z [----] followers, [---] engagements

"$RIVN this is their Model Y moment. If you dont live in California you might not realize how popular Rivian is as a brand. Theyre going to sell as many of these as they can produce for a while. The Rivian R2's steering wheel is really clever 👀 Full first drive on AutoFocus: https://t.co/XorOybOHWj https://t.co/1eeLuIVtIE The Rivian R2's steering wheel is really clever 👀 Full first drive on AutoFocus: https://t.co/XorOybOHWj https://t.co/1eeLuIVtIE"
X Link 2026-02-14T22:18Z [----] followers, [---] engagements

"$GDS Monthly. Chinese data center plays all hot and this one looks the best technically. Looks ready to build a right side"
X Link 2026-01-23T13:36Z [----] followers, [---] engagements

"$VNET a little more work to do than $GDS but similar look with plenty of skyscraper volume"
X Link 2026-01-23T13:38Z [----] followers, [---] engagements

"$KC Chinese data center players like $VNET and $GDS having a strong week. Kingsoft with 10-month base and now above the 30W"
X Link 2026-02-12T15:55Z [----] followers, [---] engagements

"$NET $AKAM $FSLY $INTC $ARM $QCOM AI agent compute needs are very different -- CPU heavy more heterogenous near the edge more distributed More Cloudflare than massive hyperscaler data centers Export control today is focused on flops heavy GPUs; doesn't address this emerging trend at all AI agent compute needs are very different -- CPU heavy more heterogenous near the edge more distributed More Cloudflare than massive hyperscaler data centers Export control today is focused on flops heavy GPUs; doesn't address this emerging trend at all"
X Link 2026-02-15T19:47Z [----] followers, [---] engagements

"$AKAM Earnings on Thursday; should be good if $NET and $FSLY are any indication. CDN like Cloudflare and Fastly but has also pivoted to edge computing. A company built for agentic AI"
X Link 2026-02-16T00:53Z [----] followers, [---] engagements

"$SYNA IOT/edge inference chips focusing on an open-source interface (partnered with Google) for low latency compute across IOT devices (testing being done on humanoids). Its building out a right side. Not everything is in a Stage [--] downtrend"
X Link 2026-02-16T01:29Z [----] followers, [---] engagements

"$ON early flag buildout for sensing company who competes with $ALGM. Edge AI is the strongest developing theme Im seeing in earnings and the charts"
X Link 2026-02-16T01:35Z [----] followers, [---] engagements

"@Venu_7_ Amazing. China seems way ahead of us in robotics"
X Link 2026-02-16T17:41Z [----] followers, [---] engagements

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