[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@tig88411109 Tigris 会讲课教授是好老师

Tigris 会讲课教授是好老师 posts on X about ai, if you, $googl, $intc the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXXX engagements in the last XX hours.

Engagements: XXXXXX #

X Week XXXXXXX -XX%
X Month XXXXXXX +5,660%
X Months XXXXXXX +4,472%
X Year XXXXXXX +3,802%

Mentions: XX #

X Week XX +35%
X Month XX +2,950%
X Months XX +191%
X Year XX +135%

Followers: XXXXXX #

X Week XXXXXX +0.11%
X Month XXXXXX +11%
X Months XXXXXX +381%
X Year XXXXXX +687%

CreatorRank: XXXXXXX #

Social Influence

Social category influence stocks XXXXX% technology brands XXXXX% finance XXXXX% countries XXXXX% cryptocurrencies XXXX% automotive brands XXXX% social networks XXXX% travel destinations XXXX%

Social topic influence ai #6418, if you 18.42%, $googl #1308, $intc #38, china 7.89%, alpha #286, $goog #37, goog #24, intc 5.26%, memo XXXX%

Top accounts mentioned or mentioned by @rtbhumanfly @jukan05 @987654z @yiweici @_9_8_7_6_5_4_z @gstreetr @wchampion28438 @carddakota97246 @antoniohil15430 @4awesometweet

Top assets mentioned Alphabet Inc Class A (GOOGL) Intel Corporation (INTC) NVIDIA Corp. (NVDA) American Eagle Outfitters (AEO) Tesla, Inc. (TSLA) Amkor Technology Inc (AMKR) GE Vernova Inc. (GEV) CatCoin (CAT) Story (STORY)

Top Social Posts

Top posts by engagements in the last XX hours

"One week ago I published a buy-side style Intel memo around $XX priced at $XXXX. Today the $INTC stock is $XX after a +10% day and a +6% day. The point of Tigris Research is not I called the bounce its to put a clear one-read framework on paper before the move: packaging foundry Apple 18A and the post-Taiwan re-rating path. Current price for the memo is $XXXX. Link in the comments"
X Link 2025-12-02T17:46Z 40.9K followers, 9508 engagements

"Intel $INTC is becoming the only real geopolitical hedge in the entire AI stack. The decade-long mispricing is finally starting to break. Ive pulled together a fund-grade memo supply-chain maps scenario paths and the exact mechanics we use internally to price the re-rating. This isnt a cheap-stock story. Its the market waking up to the only thing that matters once AI turns into national infrastructure: on-shore advanced packaging and a credible U.S. foundry anchor. PPT: Gumroad link below Inside the Deck: Why hyperscalers are positioning Intel as the second anchor of the global compute stack;"
X Link 2025-11-27T07:12Z 40.9K followers, 30K engagements

"Burry isnt wrong because hes sloppy. Hes wrong because hes trapped in the only war he ever won. Old models always misprice new machines. Is Tesla ridiculously overvalued Michael Burry isnt misreading financials hes living inside 2008. His entire worldview is build On the physics of real estate: credit creation leverage spirals duration mismatch yield-curve inversion balance sheets snapping under their own weight. In that world gravity is constant: what goes up must come down. That model worked in housing. It made him a legend. But legends usually die on the same hill that made them famous."
X Link 2025-12-01T19:24Z 40.9K followers, 118K engagements

"Intel $INTC quietly did something with Amkor $AMKR that matters more than any AI day-trade chart. Everyone saw AMKR spike. The real story is what this says about Intels role in the next phase of the AI cost curve. Putting EMIB into Amkors Korea line is not Intel giving up control. It is Intel admitting two things at the same time: internal packaging capacity is already at the limit of what AI is asking from it keeping EMIB locked inside its own fabs caps its strategic value. Once you teach an external partner your most political packaging stack you are not selling a service you are placing a"
X Link 2025-12-07T22:37Z 40.9K followers, 21.7K engagements

"H200 isnt about geopolitics. Its about whether $NVDA keeps its edge how HBM/CoWoS get repriced and whether this AI bubble bleeds out or detonates inside your book. That is where the alpha really lives. China builds indigenous silicon regardless of H200. The only real variable is whether that progress compounds inside CUDA or outside US control and thats what actually reprices NVDA HBM names and the entire AI cycle. Treason vs survival is the wrong frame for H200. People say NVDA is selling out America or DC is gifting China compute. None of that matters. With or without H200 China will build"
X Link 2025-12-09T16:13Z 40.9K followers, 28.3K engagements

"Forget Fed's rate cut and Powell's script. In the TrumpFed knife fight he is basically a caretaker on borrowed time. If you want to know whether risk still has a bid you watch Chicago Feds NFCI and ANFCI not the press conference. Both indices are sitting around XXX. Zero is normal positive is tight negative is loose. NFCI a composite index of risk credit and leverage that maps the real liquidity regime. NFCI X already tells you there is no broad credit crunch no systemic funding winter. ANFCI is even more negative which means that after you strip out the macro cycle financial conditions are"
X Link 2025-12-10T08:01Z 40.9K followers, 32.3K engagements

"See through the Feds act thats precisely the alpha and youre no longer playing the same game as the crowd. When I say the Fed has no forecasting edge it is not a vibe it is evidence. In field after field we test frontier general models beat the old specialist machine learning setups. If you fine tune a trillion-parameter model on macro and market data it will out-forecast any small DSGE or committee guess. But even that misses the point markets are reflexive. The moment a forecast is believed behaviour changes and the path shifts. That is exactly where alpha lives. If you can see through the"
X Link 2025-12-10T19:11Z 40.9K followers, 5947 engagements

"Trump wasnt rambling in March. He said the quiet part out loud: no superpower survives by renting its fabs from an island in a conflict zone. If you still dont understand why semiconductor manufacturing must return to the US youre not late to the story. Youre late to common sense. Polarization isnt the problem. Its the strategy. A world that is splitting in two will not let its entire compute supply chain hinge on one island XXX miles off Chinas coast. Can America actually pull it off Thats the only part that isnt rhetoric and it sits entirely on $INTC Intels execution curve. 18A yield EMIB"
X Link 2025-12-07T01:03Z 40.9K followers, 47.7K engagements

"Many people arent long or short Google. Theyre long or short the last XX% move. This IC memo is not another target. It is a discipline for $GOOG How to size when not to sell and when price action is mispricing instead of information. Link in comments"
X Link 2025-12-11T18:33Z 40.9K followers, 6210 engagements

"If you live in research or build theses for a living install it. Google just dropped Scholar PDF Reader. It turns the static PDF into a research terminal inline citation previews jump-to-figure AI outline highlights synced to your library. Cuts out the friction boosts reading throughput and lets you process papers the way a real workflow should"
X Link 2025-12-08T04:21Z 40.9K followers, 3113 engagements

"Full Alphabet IC memo (Gumroad): Written for people who already know $GOOG is a core asset but refuse to trade the tape like a mood swing. It does three things: -Pins scenario valuation ranges on GOOGL so +10% / -XX% is context not drama -Ties those ranges to explicit assumptions and catalysts so you know what has to be true -Marks the zones where price and fundamentals decouple which is where alpha lives not comfort Link:"
X Link 2025-12-11T19:42Z 40.9K followers, 1450 engagements

"Great powers do not build security on dependence. They build security on redundancy. Anyone who has stayed in this industry knows that an executive with a decade at Intel and two decades at TSMC moving back is one of the most normal in modern semiconductor history. What isnt normal is turning it into a national-security drama. The moment Taiwan prosecutors froze over NT$2 billion of assets from former TSMC senior VP Luo Weiren after raiding his home and alleging he took 2nm process knowledge before joining Intel you could feel something shift. This was never just a criminal case. It was"
X Link 2025-11-29T16:38Z 40.9K followers, 95.2K engagements

"The next crisis wont come from currencies. It will come from systems that cant tell the truth about themselves. And if youre setting global allocation for 2026 you cant afford to ignore that. Wall Street GS MS BofA are still trading the old cycle. A weaker dollar EM beta valuation reversion the familiar choreography. But that playbook assumes something that no longer exists: a world where institutions degrade slowly rather than abruptly. That assumption is now wrong. And this is where my view breaks from the Street. Everyone calls EM cheap. But cheap relative to what To earnings To cycles Or"
X Link 2025-12-02T19:02Z 40.9K followers, 11.7K engagements

"People see someone hot in well fitted denim and want the same jeans. That is not ideology. That is pricing. Tonight $AEO is up XX% after hours on an earnings beat. The stock is just catching up to what human nature priced months ago. Investing works the same way. You do not need Wall Street models you need common sense and a feel for mood shifts. Four months ago when I flagged AEO off that problematic ad people were still laughing. It is just a jeans commercial why drag politics and Nazis into it. Moral noise on top of very old instincts. From July XX to now the stock did what cultural hinge"
X Link 2025-12-02T23:07Z 40.9K followers, 11.4K engagements

"AEO: +120% in X months today opening +16% on an earnings beat. This is what a cultural hinge trade looks like. Markets are just updating to what human nature priced months ago people still pay up when beauty and desire walk back on screen. Full thread below"
X Link 2025-12-03T14:53Z 40.9K followers, 7154 engagements

"Your labor pays today. Your assets pay the rest of your life.If someone had sat me down early and said. That single sentence wouldve saved me more than most hedge fund courses ever did. People dunk on Dells donation because they look at the number and not the mechanism: If you think XXX dollars cant change a kids life youve clearly never met compounding or poverty. Sure XXX compounding to 1400 isnt life changing. Everybody with a Bloomberg terminal knows that. But heres the part people with smooth lives always miss: in low income households the idea of money working for you is not just absent"
X Link 2025-12-04T06:11Z 40.9K followers, 3784 engagements

"If you want more than headlines on H200 and NVDA this is the map I would want on my own desk. Compute geopolitics supply chain portfolio in one package. Two PDFs here: Full IC memo on the H200 trade A cleaner slide deck built from the IFP piece Educational only not investment advice"
X Link 2025-12-09T10:09Z 40.9K followers, 2248 engagements

"@jukan05 The limit isnt on H200 supply. Its on Chinese face. Teams that need frontier compute will still get it thats the part headlines never price"
X Link 2025-12-09T19:04Z 40.9K followers, XXX engagements

"@RTBHumanfly So yes even in an optimistic scenario for China on pure design the packaging + HBM gap and the ecosystem gap keep NVDA ahead for the next few years"
X Link 2025-12-10T08:40Z 40.8K followers, XXX engagements

"We dont have a firing crisis. We have a hiring freeze. And freezes destroy generations quietly. The Fed sees 191k claims. It misses the kids standing outside in the cold. Initial jobless claims at 191k vs 220k expected lowest since 2022 makes a beautiful headline the kind you quote in an air conditioned boardroom when you are sure your model has captured that extra XX bps of slack in the labor market. On the ground it does not feel like everyone is fine. It feels like no fire just freeze. Companies are not blowing people out. They are quietly shutting the front door. And the group that pays"
X Link 2025-12-04T16:23Z 40.8K followers, 4307 engagements

"This is not a process roadmap it is a custody battle: does TSMC stay the only factory for AI do we keep renting the future from a single island. or does Intel $INTC finally qualify as the second engine of global compute. Intel finally said the quiet part out loud. 18A is not a retail product. It is an internal control node. The foundry SKU is 18A-P / 18A-PT sitting under EMIB and advanced packaging and 14A is a binary option on whether Intel stays truly on the leading edge or drifts back into a CPU plus packaging role. Near term the game is brutally simple: pull roughly XX% of Panther Lake"
X Link 2025-12-05T17:33Z 40.8K followers, 10.2K engagements

"US wants to ship H200. Beijing say no: prove Huawei/Ascend are sufficient before you touch Nvidia. On paper thats patriotic; in silicon H200 is still XX gens ahead. Saving Face for the crowd. H200 for the projects that matter. If China believe AI is the main arena of national power it doesnt voluntarily stay a full cycle behind. So The policy has to run two tracks at once: a hard public line for domestic politics and the indigenous innovation narrative and a quiet corridor for any team that actually needs frontier compute to hit its targets. This gap is where the alpha lives. Headline-driven"
X Link 2025-12-09T18:58Z 40.8K followers, 4478 engagements

"The whole market is holding its breath for dots speeches and one mans tone at the podium. That is not prudence it is PTSD from XX years of being trained to worship the FOMC as an oracle. This committee has shown again and again that it cannot see X to XX months ahead any better than the market. In an AI era where generic models digest more data than the Feds entire research stack the idea that a small group of economists can see around the corner is almost comical. Their value is no longer in forecasting the future. It is in the fact that their backward looking models layered with politics"
X Link 2025-12-10T17:51Z 40.8K followers, 5887 engagements

"@_9_8_7_6_5_4_z The real question for investors has nothing to do with coolness or who grabbed the news cycle. Its whether the market is still pricing Google purely as an ads machine or whether youre getting its entire AI optionality for free every time panic selling hits the tape"
X Link 2025-12-12T07:47Z 40.8K followers, XX engagements

"The real question this week isnt will the Fed cut 25bp Its whether Powell dares to cool a market that has already priced in a smooth easing cycle and an AI bull market on top. Its a stress test of a market that believes in soft landing gentle cuts and an endless AI bull run all at once. Full IC memo on this weeks cut (free) in the comments"
X Link 2025-12-08T16:14Z 40.9K followers, 2186 engagements

"2025 isnt a bubble. Its the year capital finally learns how to price the power grid of the intelligence age. $GEV and $CAT pushing new highs up XXX% and XX% YTD is exactly why 2025 looks more like rational confirmation than mania. When institutions see real earnings power behind a cycle they size up without hesitation. Take the energy side of the AI buildout. Everything we flagged months ago is now visible in the tape. $CAT s gas turbines the backbone of AI-era power are sold out for years. That is not speculation. That is physical demand from data centers hitting the grid like a tidal force."
X Link 2025-12-10T21:31Z 40.9K followers, 4381 engagements

"There is a little pattern in the tape that has become almost funny. Every OpenAI launch triggers the same reflex: the demo drops the timeline melts and Google trades down like it just lost another limb. If you think every OpenAI launch means Google is dying youre trading the surface story. OpenAI and Google arent even valued on the same axis anymore. One is drifting toward frontier infra plus agent layer economics. The other still earns its keep as the worlds biggest attention marketplace. The tape reacts as if OpenAI is taking Googles lunch; in reality they are barely playing the same game."
X Link 2025-12-11T19:41Z 40.9K followers, 10.5K engagements

"Oracle did not drop XX% because AI is over. It dropped because the market is relearning how to price the AI value chain. I read this crash less as Oracle is finished and more as the first clean reset of AI infrastructure forecast and true alpha. The story is shifting From linear backlog fantasy to a more honest question: who survives the heavy capex phase long enough to sell high margin software into the productivity phase. In phase one investors only looked at the shiny end of the story: GPU shipments backlog headline growth. On that screen Oracle still looks great: double digit revenue OCI"
X Link 2025-12-11T20:17Z 40.9K followers, 24.5K engagements

"Two weeks ago I said BTC had stopped being a mystical story token and started trading like a high-beta proxy on HY credit spreads. Spreads blew out BTC dumped. Now spreads have rolled back toward sub-300 bps and BTC has ripped from 83k to 93k. The mechanism is confirmed. Credit is still cheap. Nothing in HY says this has to be the cycle floor. If it is it will be one of the thinnest risk-premium bottoms weve seen"
X Link 2025-12-03T06:46Z 40.9K followers, 13.2K engagements

"OpenAI pushing some server capacity from 27Y to 28Y is not AI demand collapsing Its the supply wall speaking: Labor Materials Permitting Build speed. The unsexy stuff that actually builds the future. Markets do what markets always do: price drops first narrative gets written second. A selloff becomes proof. Then the proof becomes the next sell button. Thats reflexivity in a trench coat. Heres the clean framework: supply constraints create pullbacks not pops. They slow delivery shift timing bruise sentiment and force re-pricing of near-term expectations. They do not automatically kill the"
X Link 2025-12-12T18:50Z 40.9K followers, 4536 engagements