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@mathlonning Avatar @mathlonning Matheus Lonning

Matheus Lonning posts on X about $acmr, $app, $tmdx, $tsm 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: XXXXXXXXX #

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Social Influence

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

Social topic influence $acmr #4, $app #58, $tmdx #16, $tsm #46, ceo 6.06%, if you 6.06%, $cvna 3.03%, $smci 3.03%, morgan stanley 3.03%, target XXXX%

Top accounts mentioned or mentioned by @kyleadamsstocks @kemal07784746 @surfing2freedom @thegreenhedge @foliotrail @jhughesfinance @nietschecapital @douchebag168 @filipsmoneyx @internpierre @wealthyreadings @econisafarce @donniegross9 @floatpisces @contarloman8542 @cemeryotemery

Top assets mentioned Applovin Corporation (APP) TransMedics Group, Inc. Common Stock (TMDX) Taiwan Semiconductor (TSM) Carvana Co. (CVNA) Super Micro Computer, Inc. Common Stock (SMCI) Morgan Stanley (MS) Micron Technology, Inc. (MU) Sandisk Corporation Common Stock (SNDK) Stacks (STX) Western Digital Corp (WDC) AST SpaceMobile, Inc. Class A Common Stock (ASTS)

Top Social Posts

Top posts by engagements in the last XX hours

"Todays UBS interview with $APP ceo is a must-listen if you have exposure to the company. Adam goes into detail on what makes their product great and the scalability of it. Cant believe I got to add in the 500s a couple weeks ago"
X Link 2025-12-02T19:21Z XXX followers, 1635 engagements

"$APP has a lot of haters. Cant argue with the numbers. Theyre changing the industry with their proprietary technology. Numbers dont lie. If you are scared of the multiple please factor in the growth. If you dont believe the growth will continue please short. Ill take the donations"
X Link 2025-12-04T16:46Z XXX followers, 1548 engagements

"@JHughesFinance Huge opportunity for sure Youre saying 20x opportunity from here Thatd be crazy lol"
X Link 2025-12-08T17:42Z XXX followers, XXX engagements

"@Nietschecapital Well sure I would not touch any of those personally"
X Link 2025-12-09T17:31Z XXX followers, XX engagements

"@DoucheBag168 Send it higher"
X Link 2025-12-09T20:23Z XXX followers, XXX engagements

"My X year PT for $TMDX is $XXX. Analyst consensus is underestimating 2026-2028 growth opportunities for the company. I dont see the stock doubling next year but it will likely outperform broader markets"
X Link 2025-12-05T16:41Z XXX followers, 2054 engagements

"S&P committee adding $CVNA and $SMCI to the roster should be considered malpractice. Now funds can dump their fraudulent gains on 401ks around the country. Well done guys"
X Link 2025-12-08T19:08Z XXX followers, XXX engagements

"Morgan Stanley raised their $TMDX price target to 135$ I like to see the upgrade as it is hard to ignore the companies prospects. On another note it is also clear MS does not care about $TMDX yet every earnings call their analysts either does not show up and send an intern or whatever; or ask the stupidest questions. Whats the point of covering a company if youre not going to actually research it. Do better"
X Link 2025-12-02T16:45Z XXX followers, 1720 engagements

"$APP is going to CRUSH their next earnings. CEO was clear that guidance did not include new customers that could be acquired over the quarter. As AXON ramps up new customers will be onboarded leading to more spending. Management has set themselves up for an amazing quarter. Expectations are high but the product is so good that theyll easily be surpassed. Gaming is most of the companies revenue currently but management wants it to represent XX% of total revenues when e-commerce is fully rolled out. This is just the beginning. These margins are second to none and the company is just getting"
X Link 2025-12-02T18:02Z XXX followers, 2467 engagements

"I wish more people would see my $PPIH tweets. Hidden gem with great upside. +35% in a couple weeks. Earnings call should have even more bullish updates"
X Link 2025-12-03T16:45Z XXX followers, 1114 engagements

"Trimmed more $TSM and initiated $ACMR $ACMR seems to be the last fairly valued semiconductor play. I wouldnt call $TSM expensive but it is not cheap like it was from late 2022 to early this year"
X Link 2025-12-09T17:33Z XXX followers, 1012 engagements

"$ACMR is going to benefit from memory super cycle regardless of what company is the actual winner of it. $MU $SNDK $STX $WDC and Chinese/SK firms will be increasing their $ACMR orders. Stock has already appreciated lots in 2025 (like everything else) but at $2B market cap theres still some money to be made. In my opinion"
X Link 2025-12-09T21:45Z XXX followers, XXX engagements

"Trimmed $TSM and $APP yesterday they were once XX% of my portfolio and now closer to 10%; risk/reward on $ACMR is better at these levels imo"
X Link 2025-12-11T17:40Z XXX followers, XXX engagements

"$LGCY growing XXXX% YOY with P/E sub XX post AH dip. Niche market sub $150M MC. Seems compelling. They also have $20M in cash. Can't find any other micro-caps growing like that with real revenues. Worth a look"
X Link 2025-09-25T22:08Z XXX followers, 2213 engagements

"@KyleAdamsStocks Best case scenario the Chinese increase their spending on $ACMR products as they prepare for their own memory super cycle"
X Link 2025-12-10T01:54Z XXX followers, XXX engagements

"$ACMR up X% today. Theres a lot of room to run still"
X Link 2025-12-10T19:51Z XXX followers, XXX engagements

"My top picks for 2025 were $TSM and $TMDX they both outperformed especially if one added on weakness. For 2026 my top picks are $ASTS and $ACRM Hoping to revisit this post in a year while celebrating another year of outperformance. Good luck to everyone as you prepare your portfolio for the next year"
X Link 2025-12-11T20:44Z XXX followers, XXX engagements

"@Surfing2freedom Yes you are right. $ACMR I spelled it wrong haha my fault"
X Link 2025-12-11T22:06Z XXX followers, XX engagements