@nartwu Avatar @nartwu Ks Tech

Ks Tech posts on X about $nvda, ai, $amd, $intc 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 85% technology brands 68% finance 18% products 6% currencies 6% countries 5% automotive brands 5% cryptocurrencies 5% social networks 4% celebrities 4%

Social topic influence $nvda #2008, ai 18%, $amd #277, $intc #76, $mu #142, $aapl #251, $sndk #75, $dell #7, dell #414, if you 8%

Top accounts mentioned or mentioned by @grok @jukan05 @ns123abc @sama @elonmusk @interestingail @inababi @modestproposal1 @theaiinvestor @realdonaldtrump @lenovo @nvidia @gamersnexus @theinformation @hardwareunboxed @joysoftspoken @zephyrz9

Top assets mentioned NVIDIA Corp. (NVDA) Advanced Micro Devices (AMD) Intel Corporation (INTC) Micron Technology, Inc. (MU) Apple, Inc. (AAPL) Sandisk Corporation (SNDK) Dell Technologies, Inc. (DELL) Alphabet Inc Class A (GOOGL) HP Inc (HPQ) Cloudflare, Inc. (NET) Microsoft Corp. (MSFT) Stacks (STX) Palantir Technologies Inc. (PLTR) Fortinet Inc (FTNT) Metadium (META) Rivian Automotive, Inc. (RIVN) Taiwan Semiconductor (TSM) Tesla, Inc. (TSLA) Walker & Dunlop, Inc. (WD) Grab Holdings Limited Class A Ordinary Shares (GRAB) Hims & Hers Health, Inc. (HIMS) Fastly, Inc. (FSLY) Akamai Technologies, Inc. (AKAM) Zscaler Inc (ZS) Atlassian Corporation PLC (TEAM) Workday Inc (WDAY) Salesforce Inc (CRM) Now Coin (NOW) Adobe, Inc. (ADBE) monday.com Ltd. (MNDY) Broadcom, Inc. (AVGO) IonQ, Inc. (IONQ) Oklo Inc. (OKLO) Rigetti Computing, Inc. Common Stock (RGTI) NuScale Power Corporation (SMR) Freeport-McMoRan Inc (FCX) Southern Copper Corporation (SCCO) Oracle Corporation (ORCL) QUALCOMM, Inc. (QCOM) Reddit, Inc. (RDDT) Oscar Health, Inc. (OSCR)

Top Social Posts

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

"Few understand the whole consumer market is cooked this year. Even the No. [--] $AAPL cannot escape all DRAM/NAND/Componets price surge. $DELL $HPQ and Lenovo have already increased their retail price. If $AAPL keeps Macbook and iPhone price unchanged which means their earnings will suffer pain. Furthermore the whole PC market is stalled for a month now the $AMD $NVDA GPU DRAM $MU $SNDK NAND SSD are way more that market can be accepted. https://twitter.com/i/web/status/2022031301390610449 https://twitter.com/i/web/status/2022031301390610449"
X Link 2026-02-12T19:33Z [--] followers, [---] engagements

"Poor 440BX someone has to retire their Piii CPU server now. $INTC Linux kernel [---] finally abandons the 28-year-old Intel 440BX chipset driver removal marks goodbye to the legendary motherboard chipset https://t.co/bbMtwj15PF Linux kernel [---] finally abandons the 28-year-old Intel 440BX chipset driver removal marks goodbye to the legendary motherboard chipset https://t.co/bbMtwj15PF"
X Link 2026-02-15T14:38Z [--] followers, [---] engagements

"$TLSA style ban because their EV cars burn people inside the car they won't fix unsafe cars/battery but rather than goes for door handles. China bans Tesla-style hidden car door handles https://t.co/RquG5pb6Kj China bans Tesla-style hidden car door handles https://t.co/RquG5pb6Kj"
X Link 2026-02-03T18:21Z [--] followers, [--] engagements

"If they can freeze local data centre built why cannot space ones $MSFT $TSLA I wonder why orbital data centers are gaining so much traction I wonder why orbital data centers are gaining so much traction"
X Link 2026-02-08T19:26Z [--] followers, [--] engagements

"LOl all $MU HBM4 are noise spreaded deliberately if you see all $MU $SNDK $WD $STX price swing patterns in recent weeks you will find it's nothing about HBM4 market shares. Micron Technology: It's Okay If HBM4 Is a Bit Delayed Chae Min-suk Korea Investment & Securities Micron's HBM4 schedule delay is inevitable - Micron's stock weakened after SemiAnalysis reported it would adjust Micron's share in NVIDIA's HBM4 to 0% - However we had already Micron Technology: It's Okay If HBM4 Is a Bit Delayed Chae Min-suk Korea Investment & Securities Micron's HBM4 schedule delay is inevitable - Micron's"
X Link 2026-02-11T00:05Z [--] followers, [---] engagements

"Mega players are lost their mind on ASIC. Did they still remember how $NVDA and $INTC are lost the mobile chips war against $QCOM Mediatek and $AAPL"
X Link 2026-02-11T04:53Z [--] followers, [---] engagements

"Do you know $PLTR everyone wants to know why I think $net is a shitco is because they are only growing 33% and losing [--] million a year and trading at [--] billion valuation. while $Rddt is making [---] million a year grwoing 70% trading at [--] billion. going forward Reddit numbers look much better everyone wants to know why I think $net is a shitco is because they are only growing 33% and losing [--] million a year and trading at [--] billion valuation. while $Rddt is making [---] million a year grwoing 70% trading at [--] billion. going forward Reddit numbers look much better"
X Link 2026-02-11T05:06Z [--] followers, [---] engagements

"Clowns say $MU only has 0% of HBM4 market shares in recent days. $MU Micron CFO on guidance and margins - "We guided 68% last quarter and we indicated today that our financial outlook has improved since the guidance. We do believe margins will expand in the second quarter and third quarter. We expect the market to remain tight beyond [----]. $MU Micron CFO on guidance and margins - "We guided 68% last quarter and we indicated today that our financial outlook has improved since the guidance. We do believe margins will expand in the second quarter and third quarter. We expect the market to remain"
X Link 2026-02-11T14:33Z [--] followers, [---] engagements

"People are miserable to complain everything. For bend $INTC [----] CPUs the only reason is PEOPLE are over tighten their cooler onto the bracket over tighten will bend both of CPU and motherboard including $AMD AM4/AMD5 bracket. Stop complain and get some skills. This is what a 149000k looks like after being mounted by the Arctic LF3 Contact Frame for about a year Completely bent CPU It's the worst mounting mechanism ever made and I don't know why Arctic won't change it Just use the old mounting mechanism it's fine and simple https://t.co/8BSDeLGpQw This is what a 149000k looks like after being"
X Link 2026-02-11T22:17Z [--] followers, [---] engagements

"SemiAnalysis was the rumor origin about $MU 0% HBM4 shares.@jukan05 https://www.chosun.com/english/industry-en/2026/02/09/2UOETEQR7JGP7CD43UDKWHCFQU/#::text=HBM4%20supply%20for%20next%2Dgenerationchip%20Vera%20Rubin%20to%200%25 https://www.chosun.com/english/industry-en/2026/02/09/2UOETEQR7JGP7CD43UDKWHCFQU/#::text=HBM4%20supply%20for%20next%2Dgenerationchip%20Vera%20Rubin%20to%200%25"
X Link 2026-02-11T23:41Z [--] followers, [---] engagements

"$INTC became a meme stock since last year nothing more than that. Despite 6% heavy drawdown yesterday $INTC reclaimed the level in quick time. https://t.co/vPqyGW3qy5 Despite 6% heavy drawdown yesterday $INTC reclaimed the level in quick time. https://t.co/vPqyGW3qy5"
X Link 2026-02-11T23:49Z [--] followers, [---] engagements

"When paid X accounts to promote stocks you never heard that means you will become the new bagholder. $GRAB $OSCR $HIMS $GRAB Q425 EARNINGS HIGHLIGHTS 🔹 Revenue: $906M (Est. $940.7M) 🔴; +19% YoY 🔹 On-Demand GMV: $6.1B; +21% YoY 🔹 Group MTUs: 50.5M; +15% YoY FY Guide: 🔹 Revenue: $4.04B$4.10B (Est. $4.13B) 🔴 🔹 Revenue CAGR Target: 20% (20252028) Other Metrics: 🔹 Profit for the Period: https://t.co/zjiUKPhNGD $GRAB Q425 EARNINGS HIGHLIGHTS 🔹 Revenue: $906M (Est. $940.7M) 🔴; +19% YoY 🔹 On-Demand GMV: $6.1B; +21% YoY 🔹 Group MTUs: 50.5M; +15% YoY FY Guide: 🔹 Revenue: $4.04B$4.10B (Est."
X Link 2026-02-12T00:12Z [--] followers, [---] engagements

"The $MU short was manipulated and people didn't catch the whole picture. $MU is the only one stated they were out of consumer business including DRAM and NAND SSD. You cannot make such a bold decision if you don't know how is market changing. The management team of $MU has more vision than 100% X accounts and keyboard 'Analysts'. LOl all $MU HBM4 are noise spreaded deliberately if you see all $MU $SNDK $WD $STX price swing patterns in recent weeks you will find it's nothing about HBM4 market shares. LOl all $MU HBM4 are noise spreaded deliberately if you see all $MU $SNDK $WD $STX price swing"
X Link 2026-02-12T00:23Z [--] followers, [---] engagements

"$FSLY and $AKAM make no sense today which apprantly $NET is edging them by a lighting year. Legacy tech has no room to survive"
X Link 2026-02-12T17:04Z [--] followers, [---] engagements

"Yep people are following paid X accounts. $HIMS $GRAB I'm sorry this happened but if you take out a home equity loan to buy Hims & Hers $HIMS calls you deserve to lose all your money. https://t.co/7GcbsnfA6s I'm sorry this happened but if you take out a home equity loan to buy Hims & Hers $HIMS calls you deserve to lose all your money. https://t.co/7GcbsnfA6s"
X Link 2026-02-12T17:13Z [--] followers, [---] engagements

"Few understand the whole consumer market is cooked this year. Even the No. [--] $AAPL cannot escape all DRAM/NAND/Componets price surge. $DELL $HPQ and Lenovo have already increased their retail price. If $AAPL keeps Macbook and iPhone price unchanged which means their earnings will suffer pain. https://twitter.com/i/web/status/2022028993361596716 https://twitter.com/i/web/status/2022028993361596716"
X Link 2026-02-12T19:24Z [--] followers, [--] engagements

"$FSLY goes crazy 99% up now. $FSLY and $AKAM make no sense today which apprantly $NET is edging them by a lighting year. Legacy tech has no room to survive. $FSLY and $AKAM make no sense today which apprantly $NET is edging them by a lighting year. Legacy tech has no room to survive"
X Link 2026-02-12T19:29Z [--] followers, [--] engagements

"Brutal but true. $MU $WDC $SNDK $STX SO lets talk reality and stupidity mu sndk wdc stx ceo all say sold out no supply elon says mamory a bottleneck no supply nvda says stopped making graphics card no supply dell hps and every other ceo says memory no supply no over 1m clowns on twitter adn financial SO lets talk reality and stupidity mu sndk wdc stx ceo all say sold out no supply elon says mamory a bottleneck no supply nvda says stopped making graphics card no supply dell hps and every other ceo says memory no supply no over 1m clowns on twitter adn financial"
X Link 2026-02-12T19:56Z [--] followers, [---] engagements

"@ns123abc @sama @grok what does this technically mean"
X Link 2026-02-12T23:22Z [--] followers, [---] engagements

"@grok @ns123abc @sama How OpenAI is close source"
X Link 2026-02-12T23:23Z [--] followers, [--] engagements

"$MDB isnt SaaS The SaaS carnage continues $MDB -2.70% $PLTR -1.61% $SNOW -2.22% $RBRK -3.74% $S -1.60% $ZS -3.21% $NOW -4.06% $PAYC -1.78% $TEAM -6.49% $TTAN -3.99% $WDAY -2.47% $ADBE -2.66% $AI -3.14% $CRM -3.16% $DDOG -2.71% $GTLB -5.36% $KVYO -2.39% $MNDY -3.32% The SaaS carnage continues $MDB -2.70% $PLTR -1.61% $SNOW -2.22% $RBRK -3.74% $S -1.60% $ZS -3.21% $NOW -4.06% $PAYC -1.78% $TEAM -6.49% $TTAN -3.99% $WDAY -2.47% $ADBE -2.66% $AI -3.14% $CRM -3.16% $DDOG -2.71% $GTLB -5.36% $KVYO -2.39% $MNDY -3.32%"
X Link 2026-02-12T06:02Z [--] followers, [---] engagements

"Not surprised typical ASUS over voltage on CPUs ASUS has a good history to overvoltage on any CPUs around 0.1-0.2 volts which happens on any Z690/Z790 and X870/X870E motherboard. $AMD $INTC AMD Ryzen [--] 9800X3D reportedly dies at less than 10% usage on ASUS X870 motherboard. https://t.co/2l1EfcXqsy AMD Ryzen [--] 9800X3D reportedly dies at less than 10% usage on ASUS X870 motherboard. https://t.co/2l1EfcXqsy"
X Link 2026-02-14T16:52Z [--] followers, [---] engagements

"Are market real stupid as this Apparently $ANET are not happy on $NVDA take massive share of their networking market which so obviously to say something bad about $NVDA people should watch Jensen's speech or $NVDA earnings call. Nvidia shares are underperforming today after Arista CEO made these comments about AMD gaining share. Note: Arista networking serves only subset of the market: "A year ago it was pretty much 99% NVIDIA right Today when we look at our deployments we see about 20% maybe a Nvidia shares are underperforming today after Arista CEO made these comments about AMD gaining"
X Link 2026-02-13T20:32Z [--] followers, [---] engagements

"Huangqiang is the largest retail distributor it doesnt matter to the whole industry price as they are only controlling downstream pricing. They are the TD SYNNEX of US. $MU $SNDK Reports of Sharp Decline in Memory Prices Spreading Within China Traders Say Extent of Correction Is Limited As the Lunar New Year holiday gradually approaches reports of a sharp decline in memory prices within China have been emerging one after another. In the North Reports of Sharp Decline in Memory Prices Spreading Within China Traders Say Extent of Correction Is Limited As the Lunar New Year holiday gradually"
X Link 2026-02-15T14:55Z [--] followers, [---] engagements

"$NET is shifting faster than others time to wake up. $PANW $FTNT $ZS $NET Q425 EARNINGS HIGHLIGHTS 🔹 Revenue: $614.5M (Est. $591.4M) 🟢; +33.6% YoY 🔹 Adj. EPS: $0.28 (Est. $0.27) 🟢; vs. $0.19 YoY 🔹 Adj Op Income: $89.6M (Est. $83.8M) 🟢 🔹 Adj GM: 74.9% (Est. 75%) 🟡 🔹 RPO: +48% YoY; Current RPO: +34% YoY Q1 Guide: 🔹 Revenue: https://t.co/Hthr14Igjy $NET Q425 EARNINGS HIGHLIGHTS 🔹 Revenue: $614.5M (Est. $591.4M) 🟢; +33.6% YoY 🔹 Adj. EPS: $0.28 (Est. $0.27) 🟢; vs. $0.19 YoY 🔹 Adj Op Income: $89.6M (Est. $83.8M) 🟢 🔹 Adj GM: 74.9% (Est. 75%) 🟡 🔹 RPO: +48% YoY; Current RPO: +34%"
X Link 2026-02-10T23:36Z [--] followers, [---] engagements

"Call your mom to ask money for your school work Laptop. $DELL $HPQ Few understand the whole consumer market is cooked this year. Even the No. [--] $AAPL cannot escape all DRAM/NAND/Componets price surge. $DELL $HPQ and Lenovo have already increased their retail price. If $AAPL keeps Macbook and iPhone price unchanged which means their earnings Few understand the whole consumer market is cooked this year. Even the No. [--] $AAPL cannot escape all DRAM/NAND/Componets price surge. $DELL $HPQ and Lenovo have already increased their retail price. If $AAPL keeps Macbook and iPhone price unchanged which"
X Link 2026-02-15T16:45Z [--] followers, [--] engagements

"If you knew Jensen from $NVDA AIB partnership then you know how he controls $NVDA ecosystem. Typical zero tolerance type OpenAI will fk up if it goes deeply with $AMD and $AVGO. LoL. Doing the AMD deal and then the Broadcom deal before the Nvidia deal was finalized might have been quite a mistake. Highlighting via @modestproposal1 https://t.co/e0fl2Pg2Cz LoL. Doing the AMD deal and then the Broadcom deal before the Nvidia deal was finalized might have been quite a mistake. Highlighting via @modestproposal1 https://t.co/e0fl2Pg2Cz"
X Link 2025-11-20T04:01Z [--] followers, [---] engagements

"$NVDA should sue him for the misleading information 🙃 Haha Nvidia has literally published an official rebuttal against the claims about the company itself and the so-called AI bubble. https://t.co/VNA7D7GiBB Haha Nvidia has literally published an official rebuttal against the claims about the company itself and the so-called AI bubble. https://t.co/VNA7D7GiBB"
X Link 2025-11-24T00:15Z [--] followers, [---] engagements

"So the $GOOG $NVDA and $META drama has a real looser- $AMD. Marketing is more than hilarious than ever. Were delighted by Googles success theyve made great advances in AI and we continue to supply to Google. NVIDIA is a generation ahead of the industry its the only platform that runs every AI model and does it everywhere computing is done. NVIDIA offers greater Were delighted by Googles success theyve made great advances in AI and we continue to supply to Google. NVIDIA is a generation ahead of the industry its the only platform that runs every AI model and does it everywhere computing is"
X Link 2025-11-25T18:44Z [--] followers, [--] engagements

"So the $GOOG $NVDA and $META drama has a real loser - $AMD. Marketing is more than hilarious than ever. Were delighted by Googles success theyve made great advances in AI and we continue to supply to Google. NVIDIA is a generation ahead of the industry its the only platform that runs every AI model and does it everywhere computing is done. NVIDIA offers greater Were delighted by Googles success theyve made great advances in AI and we continue to supply to Google. NVIDIA is a generation ahead of the industry its the only platform that runs every AI model and does it everywhere computing is"
X Link 2025-11-25T18:52Z [--] followers, [---] engagements

"Nothing barriers $INTC if you know the old story of $INTC Pentium 4EE and Core Duo just a matter of time. Intel's next-gen Nova Lake will finally tackle AMD's Ryzen X3D but only with pricey 'K' models 144MB Big Last Level Cache response to 3D V-Cache will only come on unlocked desktop parts https://t.co/4guHMCz4nC Intel's next-gen Nova Lake will finally tackle AMD's Ryzen X3D but only with pricey 'K' models 144MB Big Last Level Cache response to 3D V-Cache will only come on unlocked desktop parts https://t.co/4guHMCz4nC"
X Link 2025-11-26T23:00Z [--] followers, [---] engagements

"@The_AI_Investor I must be nervous on reading this and have to buy a $NVDA RTX [----] Ti make me relax"
X Link 2025-11-27T00:09Z [--] followers, [--] engagements

"Because $BBY won't lower the price for black Friday everything is just regular discount.🙃 Because now stores will run it for a month rather than a day https://t.co/2GOw4vAO42 Because now stores will run it for a month rather than a day https://t.co/2GOw4vAO42"
X Link 2025-11-29T02:13Z [--] followers, [--] engagements

"So the scamers like $IONQ $RGTI $SMR $OKLO finally are getting toasted"
X Link 2025-12-01T15:51Z [--] followers, [---] engagements

"Interesting but a mess situation: $AMD and $NVDA are eager to do PR stuff than they were used to be. $AMD and HP Enterprise $HPE just announced an expanded partnership to: "accelerate the next generation of open scalable AI infrastructure built on AMD leadership compute technologies. HPE will become one of the first system providers to adopt the AMD "Helios" rack-scale AI https://t.co/aBvmEHCbIf $AMD and HP Enterprise $HPE just announced an expanded partnership to: "accelerate the next generation of open scalable AI infrastructure built on AMD leadership compute technologies. HPE will become"
X Link 2025-12-02T18:59Z [--] followers, [---] engagements

"It all begins with the banning $NVDA H20 Of course they did. China doesn't need them now When Trump realised his decision to ban the H200 chips to China was wrong it was too late China had already closed the gap I said it was mind boggling from the beginning and the US has forced China to accelerate their Ai Of course they did. China doesn't need them now When Trump realised his decision to ban the H200 chips to China was wrong it was too late China had already closed the gap I said it was mind boggling from the beginning and the US has forced China to accelerate their Ai"
X Link 2025-12-09T15:53Z [---] followers, [--] engagements

"Meanwhile people are saying $NVDA Jensen did a lot of job to convince Trump turns out they learned what China are really doing chip stuff. Very interesting. The White House decided to allow Nvidias H200 exports to China because it expects Huawei to produce several million units of the 910C next year. https://t.co/mtOFmCeyE2 Very interesting. The White House decided to allow Nvidias H200 exports to China because it expects Huawei to produce several million units of the 910C next year. https://t.co/mtOFmCeyE2"
X Link 2025-12-10T01:02Z [---] followers, [---] engagements

"The RAM shortage isn't same as $NVDA GPU mining shortage a few years ago. Even are not same as [----] RAM shortage when $MU and other vendors were barely buyable. Today the DDR5 RAMs are planty inventory sit in every distributors/chip makers and they are pushing the price higher and higher just for the profit"
X Link 2025-12-10T05:55Z [---] followers, [---] engagements

"All companies suddenly can design 'chips' now bearlish for $NVDA.🙃 $NVDA - RIVIAN DEVELOPS AI CHIP TO REPLACE NVIDIA IN FUTURE VEHICLES RIVIAN TO LATER ADD LIDAR SENSORS TO FUTURE R2 VEHICLES $NVDA - RIVIAN DEVELOPS AI CHIP TO REPLACE NVIDIA IN FUTURE VEHICLES RIVIAN TO LATER ADD LIDAR SENSORS TO FUTURE R2 VEHICLES"
X Link 2025-12-11T17:31Z [--] followers, [--] engagements

"Rule in the industry: Don't reinvent the wheel. $NVDA $RIVN $TSM. Rivian uses TSMC 5nm node with memory on package at [---] GB/s bandwidth and each board has [--] chips connected via RivLink low latency Each chip is [---] dense TOPS so each computer is [---] TOPS https://t.co/dODZtoqZpq Rivian uses TSMC 5nm node with memory on package at [---] GB/s bandwidth and each board has [--] chips connected via RivLink low latency Each chip is [---] dense TOPS so each computer is [---] TOPS https://t.co/dODZtoqZpq"
X Link 2025-12-11T20:02Z [--] followers, [---] engagements

"$RIVN is basiclly not in a COST-down stage and why they are focusing on an in-house chip now Make no sense at all. Rule in the industry: Don't reinvent the wheel. $NVDA $RIVN $TSM. Rule in the industry: Don't reinvent the wheel. $NVDA $RIVN $TSM"
X Link 2025-12-11T20:19Z [--] followers, [---] engagements

"Years later my $COST is still flat🙃 $COST up less than 1% Yawn. https://t.co/CIoR5wYaCy $COST up less than 1% Yawn. https://t.co/CIoR5wYaCy"
X Link 2025-12-11T21:39Z [--] followers, [---] engagements

"Do you own business rather than reinvent the wheel. $RIVN Meet the Rivian Autonomy Processor. Fast smart scalable and purpose-built for autonomous driving and the world of physical AI. Hitting the open road in [----]. https://t.co/0wYXi5WKy7 Meet the Rivian Autonomy Processor. Fast smart scalable and purpose-built for autonomous driving and the world of physical AI. Hitting the open road in [----]. https://t.co/0wYXi5WKy7"
X Link 2025-12-11T21:45Z [--] followers, [---] engagements

"That's insane on sub 1TB speed well done $NVDA. OK. This drives me up a wall. 1) NVLink 5's Unidirectional bandwidth is 900GB per second. not 900Gb per second that is a 8x difference between bits and bytes. 2) Both NVLink [--] and 400/800G Ethernet use 112G SERDES just that it's [--] for NVLink vs [--] or [--] for Ethernet. OK. This drives me up a wall. 1) NVLink 5's Unidirectional bandwidth is 900GB per second. not 900Gb per second that is a 8x difference between bits and bytes. 2) Both NVLink [--] and 400/800G Ethernet use 112G SERDES just that it's [--] for NVLink vs [--] or [--] for Ethernet"
X Link 2025-12-12T14:25Z [--] followers, [--] engagements

"This is your AI Capex goes for. $AVGO $NVDA Running to the frozen lake. A wild Gray Wolf is trapped in the icy water https://t.co/tG0QkMX4o7 Running to the frozen lake. A wild Gray Wolf is trapped in the icy water https://t.co/tG0QkMX4o7"
X Link 2025-12-12T22:24Z [--] followers, [---] engagements

"When you have billions dollars in your banking account you have to show some paper product to your share holders otherwise it's hard to justify the scams. $NVDA $AMD China's GPU maker Moore Threads has released a new generation of GPU architecture "Hua Gang". The new architecture has a new generation of instruction set with a 50% increase in computing density a 10-fold improvement in energy efficiency and integrates full-precision https://t.co/fYKnP2Bq7p China's GPU maker Moore Threads has released a new generation of GPU architecture "Hua Gang". The new architecture has a new generation of"
X Link 2025-12-22T00:13Z [--] followers, [---] engagements

"He should be the 1st people pardoned by 47th @realDonaldTrump I guess US public forgot who he was. 🚨🚨 BREAKING: The Trump administration is in talks with former intelligence analyst Edward Snowden for a TOTAL AND COMPLETE PARDON as well as Snowdens return to The United States. These talks are reportedly being led by Director of National Intelligence Tulsi Gabbard a long https://t.co/3mhK9TJdhV 🚨🚨 BREAKING: The Trump administration is in talks with former intelligence analyst Edward Snowden for a TOTAL AND COMPLETE PARDON as well as Snowdens return to The United States. These talks are"
X Link 2025-12-23T03:16Z [--] followers, [--] engagements

"How can this person in charge What is the sin of C and C++ $MSFT Microsoft has set a goal to eliminate every line of C and C++ from Microsoft by [----]. What are they going to try to replace that C & C++ code with You guessed it. Rust. And theyre going to use AI to do the Rust re-write at an insane speed. Our strategy is to combine https://t.co/4C8ndCgKYa Microsoft has set a goal to eliminate every line of C and C++ from Microsoft by [----]. What are they going to try to replace that C & C++ code with You guessed it. Rust. And theyre going to use AI to do the Rust re-write at an insane speed. Our"
X Link 2025-12-23T05:45Z [--] followers, [--] engagements

"Quite funny in a sudden industry are knowing SRAM a hot take as it actually exists for many decades. $INTC $AMD Keep in mind SRAM is 100x - 1000x faster than the fastest networking. Keep in mind SRAM is 100x - 1000x faster than the fastest networking"
X Link 2025-12-27T16:11Z [--] followers, [--] engagements

"The way $TSM handle the shortage is way better than greedy $MU Samsung and SK-Hynix. If $TSM rise the price like memory vendors the AI insdustry will be destroyed tomorrow. TSMC is facing a tight supply of 2nm wafers due to the AI boom and is reportedly set to raise prices for its advanced nodes for four consecutive years starting on New Years Day. https://t.co/resq0wd3M9 TSMC is facing a tight supply of 2nm wafers due to the AI boom and is reportedly set to raise prices for its advanced nodes for four consecutive years starting on New Years Day. https://t.co/resq0wd3M9"
X Link 2025-12-29T00:02Z [--] followers, [---] engagements

"100% not working at all as X doesn't have massive free viewer as $GOOG have. JUST IN: Elon Musk tells X to increase creator payouts to compete with YouTube. https://t.co/J3B4z1n4mD JUST IN: Elon Musk tells X to increase creator payouts to compete with YouTube. https://t.co/J3B4z1n4mD"
X Link 2025-12-30T20:29Z [--] followers, [--] engagements

"@Lenovo @jukan05 Ram shortage What shortage😂 My ram shipment Est Delivery: 01/07/9999"
X Link 2025-12-30T22:00Z [--] followers, [--] engagements

"Lol this time Yuanqing doesn't say "How many customers you have" to Jensen @elonmusk "We quintupled it in the last two years. Theres no reason why we cant quintuple it again in the next two years. Lenovo Chairman and CEO Yuanqing Yang sat down with @NVIDIA Founder and CEO Jensen Huang to talk about the future of our partnership and the future of AI itself: https://t.co/T2FGoK6vus "We quintupled it in the last two years. Theres no reason why we cant quintuple it again in the next two years. Lenovo Chairman and CEO Yuanqing Yang sat down with @NVIDIA Founder and CEO Jensen Huang to talk about"
X Link 2026-01-03T02:14Z [--] followers, [--] engagements

"Don't need to be a insider to tell this the 'perfect algo' are there for many years. $BIDU $BABA $UBER Holy moly. What the frick "If a driver usually logs on at [--] PM and accepts every garbage $3 order instantly without hesitation the algo tags them as "High Desperation." Once they are tagged the system then deliberately stops showing them high-paying orders. The logic is: "Why https://t.co/jxPA52uuJo Holy moly. What the frick "If a driver usually logs on at [--] PM and accepts every garbage $3 order instantly without hesitation the algo tags them as "High Desperation." Once they are tagged the"
X Link 2026-01-03T15:56Z [--] followers, [---] engagements

"The most interesting thing is $NVDA pause the most profitable RTX [----] 32GB because of memory shortage. Thing is 'RTX [----] profit margin vs 32GB GDDR7 cost increase' aren't profitable enough for $NVDA to reallocate new H200 for more profitability. $NVDA - "Quick note: No new GPUs will be announced." $NVDA - "Quick note: No new GPUs will be announced.""
X Link 2026-01-05T16:11Z [--] followers, [---] engagements

"The same $NVDA 12GB RTX [----] vs 12GB RTX [----] to help memory shortages Media has no shame. Nvidia is reportedly preparing to bring back the GeForce RTX [----] graphics card to help tackle VRAM shortages https://t.co/wBhnNQAhvT Nvidia is reportedly preparing to bring back the GeForce RTX [----] graphics card to help tackle VRAM shortages https://t.co/wBhnNQAhvT"
X Link 2026-01-05T18:43Z [--] followers, [---] engagements

"The media has no shame at all on hating $NVDA. The RTX [----] has 12GB GDDR6 VRAM and compared to RTX [----] 12GB GDDR7 VRAM which only $5-10 difference. On cost perspective there is not a single reason $NVDA reproduce old chips to 'solve' the memory shortages stop bait. The same $NVDA 12GB RTX [----] vs 12GB RTX [----] to help memory shortages Media has no shame. The same $NVDA 12GB RTX [----] vs 12GB RTX [----] to help memory shortages Media has no shame"
X Link 2026-01-05T18:57Z [--] followers, [---] engagements

"I apologize to $INTC to rate their CES at 2/10 turns out it should be 0/10 what a disaster presentation and management. If we rate the CES speaks by [--] $NVDA [---] $INTC [--] we will see 6:30s $AMD one. The $INTC is the worst one I ever watched in last couple years. If we rate the CES speaks by [--] $NVDA [---] $INTC [--] we will see 6:30s $AMD one. The $INTC is the worst one I ever watched in last couple years"
X Link 2026-01-05T23:45Z [--] followers, [---] engagements

"With Dr. Fei-Fei Li $AMD brings keynotes on another level. $INTC please copy it. Good take is $AMD did a great job to copy $NVDA bad take is the new helios rack is 1-2 generation behind $NVDA. Good take is $AMD did a great job to copy $NVDA bad take is the new helios rack is 1-2 generation behind $NVDA"
X Link 2026-01-06T04:06Z [--] followers, [---] engagements

"At the end I give 7/10 of $AMD's keynotes too many partner speakers. Great opening by CES and $AMD 9/10 $INTC please watch the keynote and copy it. Great opening by CES and $AMD 9/10 $INTC please watch the keynote and copy it"
X Link 2026-01-06T04:31Z [--] followers, [---] engagements

"This is the most hilarious title on $SNDK. The reason is simple the AI SSD market are insane by big players SK-Hynix Samsung and $MU somehow people just buy alternative $SNDK because the major players are unable to reach. Barron's might be the only honest newspaper 🤣 https://t.co/VwFVlV5YBV Barron's might be the only honest newspaper 🤣 https://t.co/VwFVlV5YBV"
X Link 2026-01-06T22:33Z [--] followers, [---] engagements

"A fundamental problem ignored by consumers are $MSFT were pushing hard their Windows AI on $ARM laptops. But the reality is NO one wants a $ARM laptop/PC the revolutionary X86 from $INTC and $AMD will be the only thing that people want. $DELL has more data feedback from massive sales which a Surface laptop line doesnt. Dell admits consumers dont care about AI PCs. Dell is now shifting it focus this year away from being "all about the AI PC" because consumers aren't interested. A surprisingly honest admission from one of Microsoft's biggest PC partners. Details 👇 https://t.co/Y1AyFUBJor Dell"
X Link 2026-01-07T20:18Z [--] followers, [---] engagements

"This is insane which $DELL lists new XPS 14" for $3000 CAD plus. Ultra-thin design. Exceptional battery life. Brilliant display. The new Dell XPS is built to move with you and your ideas. https://t.co/hvQRCNhGUL Ultra-thin design. Exceptional battery life. Brilliant display. The new Dell XPS is built to move with you and your ideas. https://t.co/hvQRCNhGUL"
X Link 2026-01-07T21:00Z [--] followers, [---] engagements

"I posted several times about this the buyers are chasing $SNDK without clue because NAND SSD market shares are pretty dominated by Samsung SK-Hynix Kioxia and $MU the tiny shares of $SNDK isnt a good investment at all. $MU Just a reminder that Micron is also a Data Storage (NAND) company whose market share is actually higher than $SNDK $SNDK is up 23% and $MU up 7.8% today. Micron is direct beneficiary of both HBM Memory and Data Storage Boom a more robust portfolio. https://t.co/scMNqNPPhN $MU Just a reminder that Micron is also a Data Storage (NAND) company whose market share is actually"
X Link 2026-01-07T21:41Z [--] followers, [---] engagements

"@jukan05 How can $SNDK leverage this as the real big supplier are Samsung SK and Kioxia"
X Link 2026-01-09T03:55Z [--] followers, [---] engagements

"In $NET we trust dont step back. Who is on this committee Who is on this committee"
X Link 2026-01-09T17:55Z [--] followers, [---] engagements

"Meanwhile the scamers $OKLO $NNE $SMR can never produce SMRs. Meta has officially become one of the largest corporate purchasers of nuclear energy in American history. The tech giant has announced a landmark series of agreements with three major energy providers to secure up to [---] gigawatts (GW) of nuclear power by [----]. To put that into https://t.co/eKY44ewHxl Meta has officially become one of the largest corporate purchasers of nuclear energy in American history. The tech giant has announced a landmark series of agreements with three major energy providers to secure up to [---] gigawatts"
X Link 2026-01-11T17:51Z [--] followers, [---] engagements

"Meanwhile $SNDK let's increase prices by 50%. For all the rebrands there are I quite like this one. https://t.co/4Qw1YB0019 For all the rebrands there are I quite like this one. https://t.co/4Qw1YB0019"
X Link 2026-01-12T03:22Z [--] followers, [--] engagements

"$AAPL won't do better in [----] all these $GOOG Gemini combo cannot do anything for the RAM price surge which $AAPL has no choice to increase the retail price. Consumers will not buy expensive iPhones. Nice call Dan on the Apple+Gemini combo. You've been saying that for months and now it's official. Nice call Dan on the Apple+Gemini combo. You've been saying that for months and now it's official"
X Link 2026-01-12T16:09Z [--] followers, [---] engagements

"$MU comes out a terrible PR since they quit. Just shut up and move on. Micron says its helping consumers by removing Crucial from consumer market https://t.co/VTMRyDuxZD Micron says its helping consumers by removing Crucial from consumer market https://t.co/VTMRyDuxZD"
X Link 2026-01-14T05:56Z [--] followers, [---] engagements

"$FTNT isnt a software company Software stocks down big this year: $FTNT Fortinet: -17% $WDAY Workday: -21% $CRM Salesforce: -26% $ADBE Adobe: -26% $CSU Constellation Software: -29% $DOCU Docusign: -31% $NOW ServiceNow: -35% $MNDY Monday: -41% $TEAM Atlassian: -46% $HUBS Hubspot: -51% https://t.co/1cAIbxEbrI Software stocks down big this year: $FTNT Fortinet: -17% $WDAY Workday: -21% $CRM Salesforce: -26% $ADBE Adobe: -26% $CSU Constellation Software: -29% $DOCU Docusign: -31% $NOW ServiceNow: -35% $MNDY Monday: -41% $TEAM Atlassian: -46% $HUBS Hubspot: -51% https://t.co/1cAIbxEbrI"
X Link 2026-01-15T05:17Z [--] followers, [---] engagements

"The media has no shame and lies again and again. If you look the suppliers you will find the actual source of RTX [----] Tis arent slowing down and stocks available everywhere also the $AMD [----] XT has plenty of supply. Interestingly the RTX [----] and RTX [----] are eventually lacking of supply for a while. As people saying you cannot hate these media enough. $NVDA $AMD ASUS reportedly says RTX [----] Ti is no longer being produced RTX [----] Ti 16GB to follow https://t.co/2QzrIgDw3M ASUS reportedly says RTX [----] Ti is no longer being produced RTX [----] Ti 16GB to follow https://t.co/2QzrIgDw3M"
X Link 2026-01-15T12:23Z [--] followers, [---] engagements

"The real reason media spreading lies about $NVDA end RTX [----] Ti and resuming RTX [----] is because they were either dont get FREE review samples from $NVDA like @GamersNexus or pure AI haters like @theinformation the most pathetic one is @HardwareUnboxed which purely because they are a alien of YouTube hardware reviewers of @GamersNexus. The industry is shifting towards AI hate or not smaller YouTubers arent in the same boat anymore. Stop baiting people. The media has no shame and lies again and again. If you look the suppliers you will find the actual source of RTX [----] Tis arent slowing down"
X Link 2026-01-15T16:16Z [--] followers, [---] engagements

"These numbers doesn't matter the only thing matters is $SNDK has a very small portion of NAND SSD market shares but $MU has large in both NAND SSD and DRAM market shares. $MU vs. $SNDK People keep telling me look at $SNDK - it's just like $MU.except: $SNDK Q2 Est Rev: $2.63B Q2 Est EPS: $3.16 x4 for a conservative "run-rate" based on Q2: Annual Rev run-rate: $10.5 Billion Annual EPS run-rate: $12.64 After [--] year at the above run-rate if it $MU vs. $SNDK People keep telling me look at $SNDK - it's just like $MU.except: $SNDK Q2 Est Rev: $2.63B Q2 Est EPS: $3.16 x4 for a conservative "run-rate""
X Link 2026-01-15T17:05Z [--] followers, [--] engagements

"These numbers doesn't matter the only thing matters is $SNDK has a very small portion of NAND SSD market shares but $MU has large in both NAND SSD and DRAM market shares. The most of AI racks will comes Samsung SK-Hynix Kioxia $MU SSDs rather than $SNDK. $MU vs. $SNDK People keep telling me look at $SNDK - it's just like $MU.except: $SNDK Q2 Est Rev: $2.63B Q2 Est EPS: $3.16 x4 for a conservative "run-rate" based on Q2: Annual Rev run-rate: $10.5 Billion Annual EPS run-rate: $12.64 After [--] year at the above run-rate if it $MU vs. $SNDK People keep telling me look at $SNDK - it's just like"
X Link 2026-01-15T17:12Z [--] followers, [---] engagements

"Can X fully utilize CloudFlare $NET The service down time is too much. @elonmusk"
X Link 2026-01-16T16:30Z [--] followers, [---] engagements

"Meanwhile $INTC $DELL $HPQ list the new laptops at $2500 plus. For the record this is our post. This is NOT our image. We do not use PCMark for standard battery life testing. For the record this is our post. This is NOT our image. We do not use PCMark for standard battery life testing"
X Link 2026-01-16T18:09Z [--] followers, [---] engagements

"I was questioning the same thing $DELL set the new XPS around $2000 which much expensive than any other $AAPL Macbook AIR/PRO and the media has no shame to promote the $INTC Panther Lake which NEVER mention the real price. Samsung raises Panther Lake-equipped Galaxy Book [--] Pros price by nearly $477 over the previous-gen model. https://t.co/42ShJdMvbA Samsung raises Panther Lake-equipped Galaxy Book [--] Pros price by nearly $477 over the previous-gen model. https://t.co/42ShJdMvbA"
X Link 2026-01-19T15:31Z [--] followers, [---] engagements

"This is the new Panther Lake Laptop $DELL $INTC. I was questioning the same thing $DELL set the new XPS around $2000 which much expensive than any other $AAPL Macbook AIR/PRO and the media has no shame to promote the $INTC Panther Lake which NEVER mention the real price. I was questioning the same thing $DELL set the new XPS around $2000 which much expensive than any other $AAPL Macbook AIR/PRO and the media has no shame to promote the $INTC Panther Lake which NEVER mention the real price"
X Link 2026-01-19T17:10Z [--] followers, [---] engagements

"Trump wasn't wrong Nobel Peace Prize has no shame to ignore him. This is a real headline: https://t.co/bLbD5kfNsc This is a real headline: https://t.co/bLbD5kfNsc"
X Link 2026-01-19T17:33Z [--] followers, [--] engagements

"Great old $SMCI run by new $SNDK. $SNDK is up over 95% in [----] and over 1250% in the past year. is this sustainable https://t.co/ONFQjByPfm $SNDK is up over 95% in [----] and over 1250% in the past year. is this sustainable https://t.co/ONFQjByPfm"
X Link 2026-01-21T20:04Z [--] followers, [---] engagements

"Recession not or how you guys pay $49/month for a guy bearlish AI everyday $NVDA $PLTR $GOOG Burrys Substack is raising prices from $39/month to $49/month. Believe it or not this is actually a recession indicator. https://t.co/84jO9hUjMv Burrys Substack is raising prices from $39/month to $49/month. Believe it or not this is actually a recession indicator. https://t.co/84jO9hUjMv"
X Link 2026-01-22T14:28Z [--] followers, [---] engagements

"Too late for the outlook it will hit $DELL $HPQ $AAPL hard on next coming years. The DRAM/SSD price surge will destroy PC and cell phones no one want to buy a new laptop at $3000 CAD. Goldman Sachs cut its [------] global PC shipment outlook citing higher memory prices a flatter replacement cycle after Windows [--] end-of-life and demand pulled into 4Q25. GS now sees PC shipments down 5% YoY in [----] and up 3% in [----] versus +3% and +3% previously. Goldman Sachs cut its [------] global PC shipment outlook citing higher memory prices a flatter replacement cycle after Windows [--] end-of-life and demand"
X Link 2026-01-23T16:56Z [--] followers, [---] engagements

"Market don't realize yet how the DRAM/SSD/GPU price surge could damage the industry. For a regular 9800X3D/32GB/2TB/5070Ti level gaming pc the price(CAD) increase is DRAM $130-$500 SSD $150-$450/500 GPU $1100-$1300/1450 which is roughly $1000 plus tax in cost increase. Meanwhile the new $INTC Panther lake laptop goes to $3000( $DELL XPS ) how comes consumers want to buy it Too late for the outlook it will hit $DELL $HPQ $AAPL hard on next coming years. The DRAM/SSD price surge will destroy PC and cell phones no one want to buy a new laptop at $3000 CAD. https://t.co/CEaA8pwB1W Too late for"
X Link 2026-01-23T17:07Z [--] followers, [---] engagements

"@interesting_aIl @grok what is this video about"
X Link 2026-01-23T17:40Z [--] followers, [---] engagements

"@interesting_aIl @grok what is this video about"
X Link 2026-01-23T17:44Z [--] followers, [---] engagements

"@JoySoftSpoken @grok what is this video about"
X Link 2026-01-23T17:48Z [--] followers, [---] engagements

"Lol $MSFT https://t.co/XPEmRdP8Cu https://t.co/XPEmRdP8Cu"
X Link 2026-01-27T02:02Z [--] followers, [--] engagements

"Meanwhile Snowden: I told you guys in [----] won't listen $META $GOOG $AAPL Is anyone surprised Is anyone surprised"
X Link 2026-01-27T02:36Z [--] followers, [---] engagements

"Classic scam with a unique story. $IONQ $QBTS $RGTI Anduril Davidson Technologies and D-Wave $QBTS ran a quantum-classical test for missile defense planning and said D-Waves hybrid solver was 10x faster as scenarios scaled. In a 500-missile attack simulation they reported 9% to 12% better threat mitigation and the ability to https://t.co/hr0dFPAPfn Anduril Davidson Technologies and D-Wave $QBTS ran a quantum-classical test for missile defense planning and said D-Waves hybrid solver was 10x faster as scenarios scaled. In a 500-missile attack simulation they reported 9% to 12% better threat"
X Link 2026-01-27T16:47Z [--] followers, [---] engagements

"@jukan05 Lol this is the NEW PC that everyone is bluffing. $INTC $DELL"
X Link 2026-01-27T17:30Z [--] followers, [---] engagements

"If $AAPL can keep iPhone [--] at same price range as [--] it will certainly hurt Samsung Xiaomi Oppo and Huawei. I was predicting some level of price surge since there are not only NAND flash and DRAM cost increase. A few quick thoughts on Apple/iPhone memory price hikes: [--]. The 1Q26 LPDDR price hikes mentioned in the news are pretty close to what Ive heard. NAND flash increases however are a bit lower. [--]. iPhone memory pricing is now negotiated quarterly instead of every six months so A few quick thoughts on Apple/iPhone memory price hikes: [--]. The 1Q26 LPDDR price hikes mentioned in the news are"
X Link 2026-01-27T18:36Z [--] followers, [---] engagements

"Meanwhile Copper: Please don't drag me down.🤣 $COPX $FCX $SCCO SILVER DOWN 31%; WORST DAY SINCE [----] https://t.co/UeFtyLql9H SILVER DOWN 31%; WORST DAY SINCE [----] https://t.co/UeFtyLql9H"
X Link 2026-01-30T20:05Z [--] followers, [---] engagements

"Copper is unfairly punished by Gold and Silver today. $COPX $SCCO $FCX SILVER DOWN 31%; WORST DAY SINCE [----] https://t.co/UeFtyLql9H SILVER DOWN 31%; WORST DAY SINCE [----] https://t.co/UeFtyLql9H"
X Link 2026-01-30T20:13Z [--] followers, [---] engagements

"PR is a hard job nowadays $ORCL has to post this to prevent stock drop. $NVDA The NVIDIA-OpenAI deal has zero impact on our financial relationship with OpenAI. We remain highly confident in OpenAIs ability to raise funds and meet its commitments. The NVIDIA-OpenAI deal has zero impact on our financial relationship with OpenAI. We remain highly confident in OpenAIs ability to raise funds and meet its commitments"
X Link 2026-02-02T17:41Z [--] followers, [---] engagements

"So apparently $ORCL considers $100B $NVDA -OpenAI deal is fucked. The NVIDIA-OpenAI deal has zero impact on our financial relationship with OpenAI. We remain highly confident in OpenAIs ability to raise funds and meet its commitments. The NVIDIA-OpenAI deal has zero impact on our financial relationship with OpenAI. We remain highly confident in OpenAIs ability to raise funds and meet its commitments"
X Link 2026-02-02T17:50Z [--] followers, [--] engagements

"Meanwhile $GOOG $AMD : We have more advanced chips 🙃🤭 Reuters reports OpenAI has grown dissatisfied with how quickly Nvidias $NVDA latest chips can deliver answers for more complex ChatGPT queries and has been looking at alternative hardware in some cases since last year. https://t.co/TPlfkb20q6 Reuters reports OpenAI has grown dissatisfied with how quickly Nvidias $NVDA latest chips can deliver answers for more complex ChatGPT queries and has been looking at alternative hardware in some cases since last year. https://t.co/TPlfkb20q6"
X Link 2026-02-02T21:51Z [--] followers, [---] engagements

"Some say Jensen doesn't happy with Sam on OpenAI's strategy that's totally wrong. If you know the history of how Jensen $NVDA controls AIB for the GPU you know he is the kind of person don't like partners' unloyalty. Given Sam using Jensen's $NVDA money to buy $AMD and $GOOG chips that was the moment. https://twitter.com/i/web/status/2018445386999026162 https://twitter.com/i/web/status/2018445386999026162"
X Link 2026-02-02T22:04Z [--] followers, [---] engagements

"Nah FCC will never allow someone bypass traditional SP. $TSLA $AAPL @zephyr_z9 Would it be a major blow to $AAPL @zephyr_z9 Would it be a major blow to $AAPL"
X Link 2026-02-05T14:49Z [--] followers, [---] engagements

"$FTNT delivers as usual cyber security isnt affected by AI that much as SAAS. $FTNT (Fortinet) #earnings are out: https://t.co/X4You0mu7U $FTNT (Fortinet) #earnings are out: https://t.co/X4You0mu7U"
X Link 2026-02-05T21:24Z [--] followers, [---] engagements

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