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Nagendra Puthane posts on X about $lite, $fn, $sitm, $cien the most. They currently have XXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.
Social category influence technology brands stocks
Social topic influence $lite #6, $fn #2, $sitm #5, $cien, $mrvl, $tsem, $nvda, nvda, open ai, $avgo
Top assets mentioned Lumentum Holdings Inc. Common Stock (LITE) Fabrinet (FN) SiTime Corporation Common Stock (SITM) Ciena Corporation (CIEN) Marvell Technology Inc (MRVL) Tower Semiconductor Ltd (TSEM) NVIDIA Corp. (NVDA) Broadcom, Inc. (AVGO) Credo Technology Group Holding Ltd Ordinary Shares (CRDO)
Top posts by engagements in the last XX hours
"Thesis crib-sheet: photons born at $LITE sculpted on $TSEM wafers aligned by $FN clocked by $SITM retimed by $MRVL hauled by $CIEN crunched by $NVDA 🔦"
X Link @nagendraputhane 2025-10-10T11:54Z XXX followers, XXX engagements
"5/ $CIEN AI clusters now span regions; WaveLogic X moves XXX Tb/s per over 1000 km"
X Link @nagendraputhane 2025-10-10T11:51Z XXX followers, XX engagements
"@IvanaSpear @OpenAI thoughts on $FN Fabrinet and $LITE Lumentum"
X Link @nagendraputhane 2025-10-09T16:51Z XXX followers, XXX engagements
"6/ $SITM SiTime MEMS clocks guarantee X ppm skew on every linkcritical as lane speeds rise. GB200 sockets validate the tech. Valuation high"
X Link @nagendraputhane 2025-10-10T11:52Z XXX followers, XXX engagements
"4/ $LITE Lumentum High-power DFB lasers are the bottleneck of every XXX G/1.6 T link. Few can hit power specs; orders outpace capacity into XX. Valuation richer than peers but scarcity economics win"
X Link @nagendraputhane 2025-10-10T11:50Z XXX followers, XXX engagements
"@danielapilcoj15 @zephyr_z9 thoughts on $FN Fabrinet"
X Link @nagendraputhane 2025-10-10T12:17Z XXX followers, XX engagements
"3/ $MRVL Marvell and $AVGO Broadcom optical DSP XX / XX split"
X Link @nagendraputhane 2025-10-10T11:49Z XXX followers, XXX engagements
"@davey_juice I guess we need to exit $CRDO before Vera Rubin racks start full throttle as their switches are natively built for Co-Packaged Optics. Thoughts"
X Link @nagendraputhane 2025-10-06T07:45Z XXX followers, XXX engagements