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@theaustinlyons Avatar @theaustinlyons Austin Lyons

Austin Lyons posts on X about $rivn, ai, rivian, ceo the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.

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Social Influence

Social category influence stocks XXXXX% automotive brands XXXXX% finance XXXXX% technology brands XXXX% cryptocurrencies XXX%

Social topic influence $rivn #58, ai 14.81%, rivian #191, ceo #2051, $mrvl 7.41%, $intc 3.7%, theory 3.7%, products 3.7%, $3661tw 3.7%, future XXX%

Top accounts mentioned or mentioned by @rjscaringe @nvidia @ndahad @kristinaparts @celestialaiinc @rivian @broadcom @xiaob123 @vikramskr @microfabmx

Top assets mentioned Rivian Automotive, Inc. (RIVN) Marvell Technology Inc (MRVL) Intel Corporation (INTC) QUALCOMM, Inc. (QCOM) Auroracoin (AUR) Credo Technology Group Holding Ltd Ordinary Shares (CRDO)

Top Social Posts

Top posts by engagements in the last XX hours

"In theory $INTC could offer ASIC design at cost simply to keep fabs full. Not saying they will but they clearly dont need Broadcom margins for it to make sense. And it wouldnt need to touch Intel Products' economics. Roll it under IFS. Might even lift foundry margins"
X Link 2025-12-10T23:50Z 3318 followers, 10.6K engagements

"Good morning Silicon and AI updates incoming. $RIVN"
X Link 2025-12-11T16:09Z 3318 followers, 5361 engagements

"Why build own chip $RIVN With in house silicon we can start software much sooner well before getting the silicon back. Can codesign hardware and software quickly. Purpose built for Rivians needs. Leaving headroom for future known roadmap features. Best performance per dollar spent. Best cost since its optimized for the entire vehicle use case"
X Link 2025-12-11T17:21Z 3318 followers, 2091 engagements

"ARM v9 CPU inside. And Rivian custom Neural Engine. Also includes GPU and ISPs (Arm too) $ARM $RIVN"
X Link 2025-12-11T17:26Z 3318 followers, 6091 engagements

"More CelestialAI slides from the $MRVL earnings call"
X Link 2025-12-02T22:02Z 3314 followers, 3640 engagements

"Rivian is about to host its Dec XX AI & Autonomy Day so I took a deep dive into what makes the company far more interesting than a typical OEM. @Rivian is more than just an automaker but a vertically-integrated physical AI platform that spans zonal electronics autonomy-grade sensing custom ECUs $NVDA-based compute $QCOM infotainment OTA infrastructure and a product culture that looks far more like $AAPL or $TSLA than a legacy automaker. A few themes from my analysis: The business story is misunderstood. The headline $23B cumulative burn funded a complete US manufacturing footprint a"
X Link 2025-12-03T21:49Z 3318 followers, 1368 engagements

"Detmar Selects Aurora to Deploy Expanded Fleet of Autonomous Trucks for Major Energy Producer. $AUR Supervised autonomous operations between Detmars facility in Midland Texas and Capital Sands mining site in Monahans will begin early next year. Once Aurora deploys its second fleet of driverless trucks expected in Q2 2026 trips for Detmar will transition to driverless operations without anyone onboard. The route combines high-speed driving on Interstate XX with local and private roads surrounding Detmars facility and the mining site. Notably Aurora is delivering advanced capabilities at the"
X Link 2025-12-08T13:07Z 3315 followers, XXX engagements

"$MRVL announces telemetry (RELIANT) and cable reference design (Golden Cable Initiative). Competitive response to $CRDO"
X Link 2025-12-09T19:54Z 3317 followers, 4572 engagements

"Gen3 launching late next year on R2 platform. 11x cameras 5x radars 1x LiDAR. One front facing radar and four corner radars. Corner radars have dual modes: short range and long range. No ultrasonic sensors short range radar takes care of it. LiDAR has active light source 3D view provides much better depth perception. Cameras are main workhorse but radar and LiDAR help with low visibility lots of long tail of problems they help overcome. Why now Cost of LiDAR is way down and resolution is richer. Form factor much better too"
X Link 2025-12-11T17:18Z 3317 followers, XXX engagements

"$RIVN RAP1 chip codesigned for this AI architecture to shine. Sensor fusion + world model"
X Link 2025-12-11T17:41Z 3319 followers, XXX engagements

"Powerful Edge AI coming to a driveway near you. $RIVN"
X Link 2025-12-11T19:15Z 3319 followers, XXX engagements

"$CRDO's earnings call reframed the company around five connectivity pillars each tied to multi-B markets: - AECs for NIC/TOR and rack-to-rack - ICs (retimers + optical DSPs) - ZeroFlap optics with Pilot telemetry + switch SDK - ALKs (microLED active cables) for XX m row scale - OmniConnect gearboxes for GPU to memory fabrics Combined TAM now $10B vs $3B eighteen months ago. FY26 guide: XXX% YoY rev growth and XX% non-GAAP net margin"
X Link 2025-12-01T22:41Z 3317 followers, 13.4K engagements

"RJ is so articulate and genuine that you might forget he has a PhD from MIT. Safe to say he has thought incredibly deeply about the business model. $RIVN"
X Link 2025-12-12T00:06Z 3318 followers, 2462 engagements

"When asked if customers would take on more of the XPU system design over time $AVGO's CEO Hock Tan didn't give a great answer (see screenshots). Here's an angle he could have taken: "We are aware of the discussion around customer-owned tooling and insourcing. That has always existed to some degree and we plan for it. What has changed in the market is urgency. Time-to-market matters more today than it did even two years ago whether that is shipping AI capabilities like Nano Banana sooner or improving ROIC on large internal workloads. At the same time customers are increasingly constrained by"
X Link 2025-12-12T21:20Z 3318 followers, 4939 engagements