@scrancap81 scrancapital

scrancapital posts on X about $acmr, ai, meta, money the most. They currently have [--] followers and [--] posts still getting attention that total [---] engagements in the last [--] hours.

Engagements: [---] #

• [--] Week [-----] -9.40%
• [--] Month [-----] +191%

Mentions: [--] #

• [--] Week [--] +92%
• [--] Month [--] +160%

Followers: [--] #

• [--] Week [--] no change
• [--] Month [--] +29%

CreatorRank: [---------] #

Social Influence

Social category influence stocks 40.98% technology brands 34.43% finance 18.03% countries 4.92% travel destinations 1.64% gaming 1.64% currencies 1.64% social networks 1.64%

Social topic influence $acmr #28, ai 9.84%, meta 8.2%, money 8.2%, $spot 6.56%, $goog 6.56%, $now #133, $app 4.92%, $meta 4.92%, $snps 4.92%

Top accounts mentioned or mentioned by @zephyrz9 @willbiddy @pandawatch88 @pradeeepk @parth29192 @mathlonning @chemstat66667 @zastocks @leotraydes @dividendtalks @3plantey2 @thearobinsonlaw @fiscalai @investinassets @qualityequities @intel @robinccolwell @dividenddollar @biotech2k1 @bourboncap

Top assets mentioned ACM Research, Inc. Class A Common Stock (ACMR) Spotify Technology (SPOT) Alphabet Inc Class A (GOOGL) Now Coin (NOW) AppLovin Corporation (APP) Metadium (META) Synopsys, Inc. (SNPS) QUALCOMM, Inc. (QCOM) Amazon.com, Inc. (AMZN) Nova Ltd. Ordinary Shares (NVMI) Monolithic Power Systems, Inc. (MPWR) UnitedHealth Group (UNH) Novo-Nordisk (NVO) Credo Technology Group Holding Ltd (CRDO) Arista Networks Inc (ANET) Astera Labs, Inc. (ALAB) Rambus Inc (RMBS) Impinj, Inc. Common Stock (PI) Onto Innovation Inc. (ONTO) Broadcom, Inc. (AVGO) Intel Corporation (INTC) S&P Global Inc (SPGI) Taiwan Semiconductor (TSM) Sandisk Corporation (SNDK) Adobe, Inc. (ADBE) Salesforce Inc (CRM) Microsoft Corp. (MSFT)

Top Social Posts

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

"$NOW sits at a fwd multiple lower than the market (19.94 vs 21.) with their announced 5B auth (2B accelerated) buyback and growth prospects who says no other than SaaSphobes"
X Link 2026-02-12T12:13Z [--] followers, [--] engagements

"$ACMR for the win. @ChemStat66667 @ChemStat66667"
X Link 2026-02-07T15:57Z [--] followers, [---] engagements

"cn rev share has fallen for AMAT LRCX SCREEN Tokyo Electron. what does this tell you about the future of Chinese self-sufficiency $ACMR still has a lot of share to steal from SCREEN https://t.co/4HMfxUd5JB https://t.co/4HMfxUd5JB"
X Link 2026-02-07T15:59Z [--] followers, [---] engagements

"$ACMR ATH time babyyy"
X Link 2026-02-11T13:51Z [--] followers, [---] engagements

"if $ACMR guide anything positively with dividends we go sky high us cash unlock has been a huge reason for suppressed relative valuation for ACMR vs ACMS"
X Link 2026-02-12T11:48Z [--] followers, [--] engagements

"sitting pretty alongside $AMZN is $APP a masochists dream is $APP a masochists dream"
X Link 2026-02-12T14:33Z [--] followers, [--] engagements

"is $APP a masochists dream"
X Link 2026-02-12T14:32Z [--] followers, [---] engagements

"$IGV / $NOW bottom"
X Link 2026-02-13T12:35Z [--] followers, [--] engagements

"@WillBiddy_ MA: 9.5/10 SPGI: 10/10 GOOG: 9.5/10 ADBE: 8/10 could be 5-8 next [--] years META: 9/10"
X Link 2026-02-08T00:20Z [--] followers, [---] engagements

"i hate the standard fintwit accounts that shill $SPOT $GOOG $META yes theyre good yes you are trying to think critically. we ALL have capacity to critically think here use this to expand on what you DONT know. easy money isnt made here but it is what distinguishes you"
X Link 2026-02-08T00:26Z [--] followers, [---] engagements

"another downer say for SaaS. is this $unh / $nvo"
X Link 2026-02-11T14:55Z [--] followers, [---] engagements

"holy shit KIOXIA Q3 EARNINGS HIGHLIGHTS 🔹 Revenue: 543B (Est. 541B) 🟢 ; +20% YoY 🔹 Adj. Oper Profit: 144.7B (Est. 147B; saw $120B) 🟡 🔹 Adj. Gross Margin: 40% excluding JV-related items Q4 Guide: 🔹 Revenue (midpoint): 890B (Est. 648.2B) 🟢 🔹 Adj. Net Income (midpoint): 340B https://t.co/tu3yrpFPQg KIOXIA Q3 EARNINGS HIGHLIGHTS 🔹 Revenue: 543B (Est. 541B) 🟢 ; +20% YoY 🔹 Adj. Oper Profit: 144.7B (Est. 147B; saw $120B) 🟡 🔹 Adj. Gross Margin: 40% excluding JV-related items Q4 Guide: 🔹 Revenue (midpoint): 890B (Est. 648.2B) 🟢 🔹 Adj. Net Income (midpoint): 340B https://t.co/tu3yrpFPQg"
X Link 2026-02-12T10:54Z [--] followers, [--] engagements

"so many amazing opportunities popping up since [--] months ago no matter where you look. anyone can identify the winner of a certain narrative during obvious mispricing little critical thought. software bottlenecks and ai generally are the easiest to digest currently"
X Link 2026-02-12T11:55Z [--] followers, [--] engagements

"payments look a little funny still just harder money to be made so many amazing opportunities popping up since [--] months ago no matter where you look. anyone can identify the winner of a certain narrative during obvious mispricing little critical thought. software bottlenecks and ai generally are the easiest to digest currently. so many amazing opportunities popping up since [--] months ago no matter where you look. anyone can identify the winner of a certain narrative during obvious mispricing little critical thought. software bottlenecks and ai generally are the easiest to digest currently"
X Link 2026-02-12T11:55Z [--] followers, [--] engagements

"i think theres always quite a lot of money to be made trading wfe stocks. examples: china self sufficiency ACMR misprissing i.e. ACMR historically AMAT sep TOELY sep. major growth in AEHR ONTO CAMT NVMI LRCX. its a bit frothy now minus ACMR (goat)"
X Link 2026-02-13T21:38Z [--] followers, [--] engagements

"@ZaStocks $CRDO $ANET $ALAB $RMBS $PI are good semiconductor/AI focuses. relatively high beta"
X Link 2025-09-19T10:34Z [--] followers, [---] engagements

"@Leo_Traydes $SNPS"
X Link 2025-10-08T06:16Z [--] followers, [---] engagements

"@pandawatch88 so when do we short pop mart labubu being the reason of wiped accounts is a funny thought"
X Link 2025-10-08T11:27Z [--] followers, [--] engagements

"QCOM is giving me META and AMZN vibes. no sentiment amazing fundamentals. once it comes back into rotation people will be shilling it at $210 when you could have nought at $160"
X Link 2025-10-10T10:53Z [--] followers, [--] engagements

"@DividendTalks $NVMI $ONTO $AEHR"
X Link 2025-10-01T10:24Z [--] followers, [--] engagements

"@pradeeepk $SNPS is such an attractive price to buy for 10yr+. bear arguments have all been burnt and I never believed in them in the first place. [---] is only a matter of time"
X Link 2025-10-10T08:28Z [--] followers, [---] engagements

"@3Plantey2 my list would have been $NVMI $MPWR $AVGO $QCOM I like yours a lot though"
X Link 2025-10-25T07:31Z [--] followers, [---] engagements

"@pradeeepk how do you feel about $QCOM"
X Link 2025-10-26T07:40Z [--] followers, [---] engagements

"cry about META's CapEx it's frivolous but it's what keeps this bloody carousel moving. SPY dies when CapEx dies who gives a fuck what it's spent on. easiest V catch earnings call was positive"
X Link 2025-10-30T13:49Z [--] followers, [--] engagements

"@zephyr_z9 Synopsys is way too attractive. I wonder how low it would go in recession though. I bought after ER drop and loaded up some more now"
X Link 2025-11-05T23:30Z [--] followers, [---] engagements

"some of these twt accounts make me cringe the few semiconductor + niche specialisers are the only good content on here nowadays. fuck your /fiscal.ai infographics and your gpt write up nerd"
X Link 2025-11-15T09:25Z [--] followers, [--] engagements

"i dont get how a company can fall when it says: "we have full capacity until 2026H2 we are going to spend more in capex everyone needs our product and customers are willing to pay anything" -5% nvda earnings: +7% make it make sense"
X Link 2025-11-20T09:28Z [--] followers, [--] engagements

"@thearobinsonlaw @fiscal_ai so you would value AWS at 2x sales really"
X Link 2025-11-22T17:10Z [--] followers, [---] engagements

"@Parth29192 @zephyr_z9 i disagree. digging for gold makes you better at identifying shit. i short but i find equally enthusiastic opportunities each side imo like zephyr said having eclectic context is crucial and helps you develop those skills further. (supply chain patents irl relations)"
X Link 2025-12-02T16:50Z [--] followers, [--] engagements

"@Parth29192 @zephyr_z9 It is the bull market but its identifying what has exposure and importance at certain times. gravity is a thing it will come down at some point"
X Link 2025-12-02T17:15Z [--] followers, [--] engagements

"$ACMR ACMR +SNDK. You're buying a shovel seller (ACMR WFE to Chinese + Intl) and water in a drought (NAND). China was already ramping up domestic WFE production only 7% -- 42% (2027+). many cos ramping up and expanding. dram/nand related equip is a huge part of ACMR rev. sandisk duh ACMR +SNDK. You're buying a shovel seller (ACMR WFE to Chinese + Intl) and water in a drought (NAND). China was already ramping up domestic WFE production only 7% -- 42% (2027+). many cos ramping up and expanding. dram/nand related equip is a huge part of ACMR rev. sandisk duh"
X Link 2025-12-04T15:17Z [--] followers, [--] engagements

"FUCK YES FUCK YES FIRST SAMSUNG NOW THIS ACMR'S EQUIPMENT HAS BEEN FAVOURED HIGHER ASP YET CONTRADICTS THE TYPICAL CHINA=CHEAP ARGUMENT ACMR EXPANDING R&D HEAVILY TO SOUTH KOREA TOO. TRADING AT AN ASTONISHING DISCOUNT TO ITS OPERATING CO YOU DONT OWN ENOUGH ACMR According to a Reuters report Intel has tested the use of ACMRs etching equipmentcurrently subject to U.S. sanctionsat its 14A node. $INTC $ACMR https://t.co/EHNUUXffYP According to a Reuters report Intel has tested the use of ACMRs etching equipmentcurrently subject to U.S. sanctionsat its 14A node. $INTC $ACMR https://t.co/EHNUUXffYP"
X Link 2025-12-12T13:30Z [--] followers, [--] engagements

"$SPGI is too expensive in these thematic conditions for trading. great investment however 10yr+ hold fcf-yield fyi"
X Link 2025-12-12T18:42Z [--] followers, [--] engagements

"@InvestInAssets SNPS TSM NVMI"
X Link 2025-12-12T19:10Z [--] followers, [---] engagements

"@qualityequities decade SNPS TSM ASML"
X Link 2025-12-13T17:17Z [--] followers, [--] engagements

"@mathlonning expanding R&D in Korea; Samsung Intel and Infineon potential customers; clear high revenue growth plan. all one needs now is some patience"
X Link 2025-12-15T00:47Z [--] followers, [--] engagements

"big tech was has been and will take over the world in a new order https://www.youtube.com/watchv=Ghx0sq_gXK4&t=430s https://www.youtube.com/watchv=Ghx0sq_gXK4&t=430s"
X Link 2025-12-15T23:31Z [--] followers, [--] engagements

"bringing in a new relations manager as they test from ACMR. could be unrelated could be nothing but it feels like something Excited to share some leadership updates at @intel and expanded roles across the team: Thrilled to announce that after an extended search @RobinCColwell is joining Intel as SVP of Government Affairs bringing deep policy expertise to strengthen our global engagement. Robin Excited to share some leadership updates at @intel and expanded roles across the team: Thrilled to announce that after an extended search @RobinCColwell is joining Intel as SVP of Government Affairs"
X Link 2025-12-16T15:50Z [--] followers, [--] engagements

"although I thought Micron would beat im incredibly surprised by how much and the way the market reacted. santa rally could be in the books keep the carousel going held SanDisk through and have exposure to semicos"
X Link 2025-12-18T13:42Z [--] followers, [--] engagements

"santa rally babyyyyyy We saved the stock market [--] day after we broke the [--] just like we did in November after losing the [---] for [--] day https://t.co/uwfb4XPMWN We saved the stock market [--] day after we broke the [--] just like we did in November after losing the [---] for [--] day https://t.co/uwfb4XPMWN"
X Link 2025-12-18T16:15Z [--] followers, [--] engagements

"@mathlonning feel like we are on a similar page for $ACMR and $TSM do you have an opinion on $SNPS"
X Link 2025-12-18T21:24Z [--] followers, [---] engagements

"@Dividend_Dollar $ACMR the only U.S listed beneficiary of chinese wafer fab expansion plays well if [----] turns pessimistic to US semicos/wfe but also betting hugely on chinese localisation. U.S. holding is $2.5B mc yet holds 75% equity in a $11B mc operating co. it doesnt make much sense"
X Link 2025-12-21T20:05Z [--] followers, [---] engagements

"@pandawatch88 @Biotech2k1 do you know why FUTU has an uptick in interest income while others remained the same im unfamilliar"
X Link 2025-12-22T13:49Z [--] followers, [--] engagements

"what if i told you to just long gold and play roblox for the rest of the year it will outperform your long/short"
X Link 2025-12-23T02:44Z [--] followers, [--] engagements

"my investment question going into [----] is: How high can NAND prices be bid up to when long-form ai is mass produced. I reckon its cycle could outlast or tread with DRAM atleast until early 2026H2 with prices realising moreorless then; while supply restrained [----] onwards too"
X Link 2025-12-31T12:01Z [--] followers, [--] engagements

"$GOOG sliding before $AMZN this is a once in a generation event folks"
X Link 2026-01-06T15:35Z [--] followers, [--] engagements

"$ACMR earnings 22nd January"
X Link 2026-01-07T09:20Z [--] followers, [--] engagements

"no idea when I should sell $ACMR (leaps + shares) but I know it's not for another [--] months. + it's a hedge against U.S. AI expansion + it's a bet that U.S. and CN AI valuations will converge (U.S. is [--] sd above while CN is [---] sd below) $ACMR wins in every. possible. way"
X Link 2026-01-06T15:21Z [--] followers, [---] engagements

"@BourbonCap youre missing a critical WFE co that has deep ties to SK Hynix: $ACMR"
X Link 2026-01-14T00:30Z [--] followers, [---] engagements

"i kick myself for not initiating a long term position in $ASML in sep however I would have been more annoyed if I missed $ACMR or $SNDK"
X Link 2026-01-16T14:13Z [--] followers, [---] engagements

"$MPWR applications in humanoids and edge ai will be deadly. this co gets slept on too much for what it is"
X Link 2026-01-17T11:22Z [--] followers, [--] engagements

"@aleabitoreddit $ACMR is an insane beneficiary SK ties deepening too"
X Link 2026-01-22T18:27Z [--] followers, [---] engagements

"$ADBE Acrobat pisses me off more than anything. I only enjoy the services they can provide when it's free. I don't believe AI kills it by any means but I wish it did. ScumCo NFA"
X Link 2026-01-29T15:51Z [--] followers, [--] engagements

"I can't wrap my head around $SPOT's spotify DJ/algorithm being so terrible. $GOOG's YouTube figured it out [--] years ago absolutely destroys spotify. It annoys me by how easy of a fix it is"
X Link 2026-01-29T15:53Z [--] followers, [--] engagements

"@Shmompounder i felt like the market didnt react to the pre-rev call out this earnings was supposed to be lower as customers are delaying orders + parts issues ceo was confident this was a [--] quarter issue. i fear demand for WFE equipment is lower than expected as customers squeezing this"
X Link 2026-02-02T18:41Z [--] followers, [--] engagements

"@institLPGP @ainativefirm its the best and it has a lower ASP. Wang for the win"
X Link 2026-02-03T15:49Z [--] followers, [--] engagements

"i dont want to be like the cringelords in a certin cult however if you have been with me in $ACMR I hope youll still be with me until year-end 2026"
X Link 2026-02-03T15:51Z [--] followers, [--] engagements

"$APP bottom soon $APP $NOW $MSFT $CRM really look decent obvious chance of falling further but we focus on the next 3-5yrs with these names"
X Link 2026-02-04T18:35Z [--] followers, [---] engagements

"@WillBiddy_ anyone giving a moat to ASML is tapped in the head as its obviously 10/10"
X Link 2026-02-08T00:21Z [--] followers, [--] engagements

"on the contrary an idiotic investor can make a lot more than a rational one. it is done by not being positioned 100% of the time and having conviction the same qualities a rational investor should have. you only know how good you are based on past performance. be cautious. i hate the standard fintwit accounts that shill $SPOT $GOOG $META yes theyre good yes you are trying to think critically. we ALL have capacity to critically think here use this to expand on what you DONT know. easy money isnt made here but it is what distinguishes you. i hate the standard fintwit accounts that shill $SPOT"
X Link 2026-02-08T00:29Z [--] followers, [--] engagements

"this is a big reason why investigating supply chains can make you a better investor. always ask why understand more be one with fingers in many pies this doesnt require IQ or skills. (only the inference takes minimal intelligence (and even those experts get it wrong)) i hate the standard fintwit accounts that shill $SPOT $GOOG $META yes theyre good yes you are trying to think critically. we ALL have capacity to critically think here use this to expand on what you DONT know. easy money isnt made here but it is what distinguishes you. i hate the standard fintwit accounts that shill $SPOT $GOOG"
X Link 2026-02-08T00:34Z [--] followers, [--] engagements

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