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@treasureh8nter Avatar @treasureh8nter Ally

Ally posts on X about $amd, taiwan, china, ai the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

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Mentions: XX #

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Followers: XXXXX #

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CreatorRank: XXXXXXX #

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Social Influence #

Social category influence stocks XXXXX% technology brands XXXXX% countries XXXXX% finance XXXX% celebrities XXXX% exchanges XXXX% travel destinations XXXX% automotive brands XXXX%

Social topic influence $amd #27, taiwan #501, china 9.82%, ai 6.25%, $nvda #1067, market cap #517, open ai 3.57%, $34b #10, $420b #1, $50b XXXX%

Top accounts mentioned or mentioned by @d_k_rajasekar @opdroid1234 @sketchy50997123 @yodastockinvest @jackiec42653470 @dkrajasekar @elneneloco813 @gmeloding @alexpie322010 @chillingdc @cmdarnton @nikoliasgoninus @unclesam303 @d1944d1944 @g_melo_ding @omercheeema @a431881k @beautifuljely22 @wallstmemes @awakenowzone

Top assets mentioned Advanced Micro Devices (AMD) NVIDIA Corp. (NVDA) Taiwan Semiconductor (TSM) Broadcom, Inc. (AVGO) Intel Corporation (INTC) BlackBerry Limited (BB) Nokia Corporation (NOK) QUALCOMM, Inc. (QCOM) Palantir (PLTR)

Top Social Posts #

Top posts by engagements in the last XX hours

"Yes $TSM is extremely undervalued in my opinion 👇👇👇 Why is it so undervalued 1) its primary listing is in the Taiwan stock exchange You can only buy the ADR in the USA 2) the company is based in Taiwan and there is risk for investors that mainland China may invade Taiwan so its deemed risky. I have news for those thinking owning TSMC is risky because of invasion from China. If Mainland China invades Taiwan then $NVDA $AMD $AVGO $QCOM $AAPL are ALL screwed so dont let that be the reason youre not investing in $TSM Besides Im very confident China will never invade Taiwan by force"
X Link @treasureh8nter 2025-08-22T11:18Z 1253 followers, XXX engagements

"TSMC doubles semiconductor lithography patent applications; Samsung surges in EUV says Nikkei 👇👇👇 Taiwan Semiconductor Manufacturing Company (TSMC) is increasing its patent applications related to semiconductor lithography (exposure) technology. The number of applications has nearly doubled in the seven years leading up to 2023 putting it far ahead of South Korea's Samsung Electronics and the US's Intel. This is due to the company's overwhelming dominance in the development of miniaturization technologies. Samsung Electronics has been increasing the number of applications for EUV (extreme"
X Link @treasureh8nter 2025-10-21T00:33Z 1252 followers, 3253 engagements

"For those that are unaware Quantas two largest manufactung plants are in Shanghai and Chongqing China. The Shanghai Manufacturing Plant serves as the main Hub for all production operations. Around XX% or more of Quanta Computers production is done in China. They even have a China website dedicated to their production and operations there. For those thinking Mainland China and Taiwan are deadly fierce enemies that hate each other think again ☝ Those who are pushing that war will happen between these two countries who work so well with each other are fools"
X Link @treasureh8nter 2025-10-23T11:13Z 1243 followers, XXX engagements

"If this call option is exercised at $AMD current price of $XXXXXX the trader would have made $302460 🔥🔥🔥 Nice one day bet 💪 Proper respect 😉"
X Link @treasureh8nter 2025-10-24T09:46Z 1255 followers, 1315 engagements

"Analyst Says You Should Sit Tight And Buy Advanced Micro Devices $AMD Amid $X Trillion Opportunity 🔥🔥🔥 Ben Reitzes Melius Researchs head of technology research said in a program earlier in October that AMD is one of the elite semiconductor stocks hes recommending. We think the TAM for compute and networking is $X trillion by the end of this decade and maybe even higher. All this inferencing and then autonomous vehicles and robots are really going to continue to build out the infrastructure. Sit tight. Tell us something we dont know already 😅😅😅"
X Link @treasureh8nter 2025-10-27T12:26Z 1254 followers, XXX engagements

"People selling $AMD because of Qualcomm releasing AI rack scale servers in 26/27 are incredibly dumb 🤣🤣🤣 Smart buyers will load up on cheap $AMD shares today 😉"
X Link @treasureh8nter 2025-10-27T14:27Z 1254 followers, XXX engagements

"In the last couple years AMD has had many acquisitions like Xilinx NodAI and Pensando which added integration costs and temporarily boosted operating expenditures which dampened margins until synergies are fully realized. Those have all cleared up now and our margins will be much better going forward ☝"
X Link @treasureh8nter 2025-10-28T00:54Z 1253 followers, XX engagements

"As mentioned in my post yesterday $AMD is building Sovereign AI for the USA Saudi Arabia Canada and France . Today @LisaSu has announced another new Sovereign AI partner The UAE Welcome to the $AMD family 🔥🔥🔥 @CMDarnton @YodaStockInvest @elneneloco813 @opdroid1234 @nikoliasgoninus"
X Link @treasureh8nter 2025-10-28T13:54Z 1252 followers, 3036 engagements

"AMD profit margins have been less in the last few years due to a number of acquisitions notably Xilinx that have introduced substantial amortization and other costs that depress reported margins compared to NVIDIA. Now that they have mostly cleared up you will see far better margins from $AMD going forward imo 😉"
X Link @treasureh8nter 2025-10-28T15:08Z 1253 followers, XX engagements

"@G_melo_ding @D_K_Rajasekar History is irrelevant only the present and the future matters. 😉 Blackberry Ericsson and Nokia were once the dominant phone players in the world. where are they now"
X Link @treasureh8nter 2025-10-28T16:56Z 1250 followers, XX engagements

"@D_K_Rajasekar @G_melo_ding Except AMD actually already has secured AI GPU customers. 😅😅😅 OpenAI Oracle Meta US Govt Saudi Govt UAE Govt. Intel Foundry has yet to secure a single big customer. 😭😭😭"
X Link @treasureh8nter 2025-10-28T17:30Z 1250 followers, XX engagements

"$NVDA = $XXX TRILLION market cap $AMD = $XXX Billion market cap $AMD GPUs are on par with $NVDA GPUs As a smart investor what do you think will happen faster $NVDA to $XXX TRILLION Or $AMD to a measily $XXX Billion"
X Link @treasureh8nter 2025-10-28T17:59Z 1250 followers, 1103 engagements

"@G_melo_ding @D_K_Rajasekar Come on. everybody knows AMD EPYC Turin is far superior to Intel Granite Rapids 😅😅😅"
X Link @treasureh8nter 2025-10-28T18:07Z 1251 followers, XX engagements

"@D_K_Rajasekar @JackieC42653470 @G_melo_ding Believe me when I say I know more about Taiwan and China cross strait relations than you 😉 Taiwan and China are not enemies. do not believe the nonsense from the west 😉 👇👇👇"
X Link @treasureh8nter 2025-10-28T19:08Z 1250 followers, XX engagements

"@D_K_Rajasekar @JackieC42653470 @G_melo_ding Thats fine but Intel chips do not have the technical ability to beat TSMC. The home of semiconductor manufacturing is in Asia and Taiwan. Its not even close 😉"
X Link @treasureh8nter 2025-10-28T19:16Z 1250 followers, XX engagements

"@_vishyy123 I do not think there will be a dip anytime soon. If the fed cuts rates AMD has good guidance next week during Q3 earnings and the AMD financial analyst day shows some good announcements then we will just keep going higher"
X Link @treasureh8nter 2025-10-28T19:18Z 1252 followers, XXX engagements

"@SumeetSingh94 Yes they do but AMDs margins will only improve going forward 😉"
X Link @treasureh8nter 2025-10-28T19:27Z 1253 followers, 2076 engagements

"@petrakov47 @Popinaplem @UncleSam303 Oh @petrakov47 how are you $AMD still going to $XX Youve been so silent for a while 🤭"
X Link @treasureh8nter 2025-10-28T20:11Z 1252 followers, XX engagements

"$NVDA $AVGO and $AMD are EXCEPTIONALLY WELL POSITIONED companies right now says BoA Semiconductor Analyst Vivek Arya on CNBC Overtime. no $INTC or $QCOM 😭😭😭"
X Link @treasureh8nter 2025-10-28T22:10Z 1250 followers, XXX engagements

"My original post said this year as in 2025 AMD total revenue will be $34B. The year hasnt ended but the projection and guidance shows that AMD are on track for $34B this year. You are right calendar year 2023 $NVDA was $60B and market cap was $1.2T Next year $AMD will be projected to have $50B total annual revenue. Therefore the logic remains the same. $AMD currently has a $420B market cap. With $50B next year it should have a $1T market cap next year 😉"
X Link @treasureh8nter 2025-10-28T23:07Z 1250 followers, 2616 engagements

"@A431881K @InvestJourneyX Yes AMD margins are lower than Nvidias but its still a company with 34B revenue this year and $50B revenue next year and market cap is only $420B right now. Its still very undervalued imo. Two excellent companies regardless 👇👇👇"
X Link @treasureh8nter 2025-10-28T23:17Z 1250 followers, XX engagements

"@D_K_Rajasekar @JackieC42653470 At the very least 18A should be used on Nova Lake CCD die SURELY 😅😅😅"
X Link @treasureh8nter 2025-10-28T23:25Z 1250 followers, XX engagements

"Yes Nvidia has higher gross margins but AMDs will only improve with the additional AI GPUs they are selling. You are also forgetting that Broadcom also with 50B annual revenues last year hit over $1T market cap at the end of last year. They have gross margins of XX% and as I said AMDs gross margins will only increase from XX% Broadcom this year has a market cap of $1.75T already and will have a projected full year revenue of $66B. With $50B annual revenue AMD can end 2026 at least with a market cap of $750B and by 2030 the market cap can be well over $1.5T. Thats more than a 3x from today ☝"
X Link @treasureh8nter 2025-10-29T07:38Z 1253 followers, XX engagements

"This is a follow up to my previous post comparing $AMD and $NVDA annual revenues This time AMD and Broadcom $AMD current market cap is $420B This year their annual revenue will be $34B The last time Broadcom $AVGO market cap was $420B was in June 2023 Their annual revenue that year was $35.8B In 2024 $AVGO had $51.6B annual revenues and they started the year with a $530B market cap and ended 2024 with a $1.1T market cap. Next year $AMD annual revenues are projected to be close to $50B what do you think will happen to $AMD market cap by end of next year 🤔 $AMD = 🚀🚀🚀 from now 😉"
X Link @treasureh8nter 2025-10-29T08:02Z 1255 followers, 1253 engagements

"These Nomura estimates back up your previous JP Morgan estimates of roughly 6m to 7m of AI GPU sold in 2026 too. if they are selling 6.5m x $40k (estimated price per AI GPU) = $260m in 2026 Where is everyone getting this magical $375m sold in 2026 from 🤔"
X Link @treasureh8nter 2025-10-29T09:05Z 1254 followers, XXX engagements

"It still amuses me to this day that the west and the DPP want Taiwan to be enemies with Mainland China when every other country is as friendly as can be with them. The west are using ROC Taiwan as a pawn and a tool. DPP Out KMT in Lai Out If Trump Modi and co are happy to be friends with Xi why cant we 💪"
X Link @treasureh8nter 2025-10-29T09:55Z 1253 followers, XXX engagements

"@Focus_Taiwan Honestly does Taiwan even need a defence budget Mainland China protect us for free 😅☝"
X Link @treasureh8nter 2025-10-29T10:29Z 1253 followers, XX engagements

"Just a reminder to all when I was a kid growing up in the U.K. people used to make fun of Made in Taiwan as the country that makes cheap low quality products. Fast forward two decades and they are now manufacturing the worlds most advanced semiconductors that no other country can replicate Times change rule out Chinas manufacturing quality at your own peril ☝ After all it was the ROC Taiwan who taught them how to do it 😉"
X Link @treasureh8nter 2025-10-29T10:52Z 1255 followers, XXX engagements

"As I have said in many posts the home of the semiconductor industry is in Asia and Taiwan 😉 KMT Taipei Mayor Chiang Wan-An the great grandson of the Generalissimo Chiang Kai Shek and the grandson of the great Taiwan President Chiang Ching Kuo has just announced $NVDA Taiwan headquarters offices will be built in Beitou Shilin Technology Park. For those that are unaware President Chiang Ching Kuo and the KMT actually built and funded the creation of TSMC back in the 80s. Can you now see how the AI semiconductor circle is now complete It is very well made in Taiwan 😉"
X Link @treasureh8nter 2025-10-29T11:10Z 1255 followers, XXX engagements

"@d1944d1944 AMD just secured 6GW purchases from OpenAi that starts in 2026 its going higher from now till 2030 that means its going up in 2026 too 😉"
X Link @treasureh8nter 2025-10-29T12:00Z 1253 followers, XX engagements

"BREAKING NEWS Fed cuts by a quarter point and ends QT We now have our SECOND and THIRD bullish signals completed to take $AMD to at least $XXX by EOY Two more bullish signals remain unchecked 👇👇👇 A Fed rate cut next week ✅ An end to Quantitative Tightening and the start of Quantitative Easing (money printing) ✅ A positive Trump (USA) Xi (China) Trade Deal ✅ A beat/beat Q3 earnings report and a raise on Q4 guidance - TBC on Nov 4th $AMD Financial Analyst Day - Nov 11th"
X Link @treasureh8nter 2025-10-29T18:11Z 1255 followers, 1053 engagements

"While the USA ransoms all Asian countries to pay up China does the complete opposite and signs a Free Trade agreement with ASEAN and the rest of Asia. And Asians think USA are their friends 😅😅😅 Make it make sense. 😩"
X Link @treasureh8nter 2025-10-29T22:26Z 1255 followers, XXX engagements

"I've said it before and I'll say it again. The home of the Semiconductor industry is in ASIA 😉"
X Link @treasureh8nter 2025-10-30T13:21Z 1255 followers, XXX engagements

"Christian is XXX% right $AMD is going to $1000 a share. 🔥🔥🔥 I have them at $1000+ by 2029/2030 Why Lisa Su Infinity Fabric Chiplets Rack Scale AI GPUs AI at the Edge Quantum Computing Cyclical PC CPU refresh #1 Leader in CPUs APUs and FPGAs OpenAI 6GW deal $100B+ annual revenue by 2030 Massive Hyperscaler AI infrastructure spending $AMD will be at least a $1.5T+ company by 2030"
X Link @treasureh8nter 2025-10-26T09:01Z 1255 followers, 23.5K engagements

"For all the $INTC investors out there When all else fails. hire an ex-TSMC Taiwanese 💪💪💪 A retired ex $TSM 😅😅😅 I dont think any non retired would want to jump ship Ive been saying for a while Intel should hire Ex TSMC current SMIC CEO Liang Mong Song to be CEO of Intel Foundry. I guess this is the next best option"
X Link @treasureh8nter 2025-10-28T11:06Z 1255 followers, 6567 engagements

"@dw_hotspotasia KMT leader Cheng Li Wun showed an absolute MASTERCLASS in leadership diplomacy and foreign relations today 💪💪💪 What an absolute superstar"
X Link @treasureh8nter 2025-10-31T18:24Z 1255 followers, XX engagements

"$AMD investors LISTEN 👇👇👇 Elon Musk says were not going to have a phone in the traditional sense. What well call a phone will really be an edge node for AI inference with some radios to connect. Essentially youll have AI on the server side communicating with AI on your deviceformerly known as a phoneand generating real-time video of anything you could possibly want. There wont be operating systems or apps in the future; itll just be a device thats there for the screen and audio and to put as much AI on the device as possible. Guess which company is best positioned with the best technology"
X Link @treasureh8nter 2025-10-31T20:30Z 1256 followers, 2176 engagements

"$AMD current market cap is $420B This year their annual revenue will be $34B The last time $NVDA market cap was $420B was in July 2022 Their annual revenue that year was $26.91B In 2024 $NVDA had $60B annual revenues and they started the year with a $1T market cap and ended 2024 with a $3T market cap. Next year $AMD annual revenues are projected to be close to $50B what do you think will happen to $AMD market cap 🤔 We are going to the moon 🚀"
X Link @treasureh8nter 2025-10-27T23:46Z 1255 followers, 187.2K engagements

"LMAOOOO Fared badly 🤣🤣🤣 Apparently Lai the DPP and their supporters have X% knowledge and experience in the art of diplomacy 🤣🤣🤣 their incompetence is really starting to shine so bright these days I wonder do you say anything about modi hugging Putin or Trump hosting Putin in the USA Apparently Putin is good enough for them but not enough for Lai and the DPP With every day that passes the DPP make the ROC (Taiwan) more irrelevant on the global stage. 😩😩😩 Thank god Cheng and the KMT are here to end this incompetence. 👇👇👇 @brianhioe wants Taiwan to bash Putin despite becoming the"
X Link @treasureh8nter 2025-10-31T12:09Z 1256 followers, XXX engagements

"I have a question to all investors that own both $PLTR and $AMD. Which is a better stock and which do you think will perform better over the next X years I know both companies are in entirely different industries and shouldn't really be comparable. Palantir currently has a market cap of $475B AMD currently has a market cap of $415B AMD last year had $25B in revenues and $5.42B net income. Palantir last year had $2.87B in revenues and $1B net income. much better margins for Palantir but AMD do make a lot more money. Should $PLTR have a higher market cap than $AMD 🤔"
X Link @treasureh8nter 2025-10-31T22:15Z 1256 followers, XXX engagements

"@d1944d1944 Lmaooooooo this thing will be going much higher from now till 2030"
X Link @treasureh8nter 2025-10-29T11:55Z 1255 followers, XX engagements

"The fact remains is if 18A is that good which it clearly isnt then Intel would have external customers fighting for it and in addition if 18A was that good then panther lake entire die would be 18A but it is not and also Nova Lake CCD would be 18A but it is not it is TSMC 🤣🤣🤣"
X Link @treasureh8nter 2025-10-28T19:54Z 1255 followers, XXX engagements

"There I said it. TSMC Intel SK Hynix Micron Im sorry my American friends. Prove me wrong 😅😅😅"
X Link @treasureh8nter 2025-10-29T12:21Z 1255 followers, XXX engagements

"In short someone has bet $16m that $AMD will be over $XXX by Nov 21st 2025 😱😱😱"
X Link @treasureh8nter 2025-10-29T20:34Z 1256 followers, 31.6K engagements

"Goldman Sachs CEO David Solomon says there is a low chance of a US recession in the short term. JP Morgan CEO Jamie Dimon says there is no AI Bubble Fed Reserve Chair Jerome Powell says there is no AI Bubble NVIDIA CEO Jensen Huang says there is no AI Bubble AMD CEO Lisa Su says there is no AI Bubble Amazon CEO Jeff Bezos says there is no AI Bubble We are looking good people 😉"
X Link @treasureh8nter 2025-10-30T17:27Z 1255 followers, XXX engagements

"@MMatters22596 $AMD stock will outperform $NVDA stock from now 😉"
X Link @treasureh8nter 2025-10-30T20:45Z 1256 followers, 1305 engagements

"Thx to @Jukanlosreve for this hugely important update on TSMC CoWoS capacity by a major US investment bank 🔥🔥🔥 $AMD INCREASES CoWoS wafers from 80000 to 90000 due to increasing demand for MI400 Helios series 😱😱😱 AMD: Revised upward from 80000 wafers to 90000 wafers reflecting demand for the upcoming MI400 series. @elneneloco813 @CMDarnton @nikoliasgoninus @YodaStockInvest @opdroid1234"
X Link @treasureh8nter 2025-10-31T13:20Z 1256 followers, 4377 engagements

"As usual it appears both @denisewu and @christinelu know absolutely NOTHING about politics in the Republic of China (Taiwan). 🤭 You both have zero knowledge and experience in TW politics whatsoever and yet you talk as if you do. 🤣🤣🤣 @christinelu asks what the people in her party think of her. As someone who actually voted for her in the recent KMT elections you can be assured that we are absolutely delighted with her so far. She and the KMT are the only ones that actually want to prevent a war and create a dialogue between the two countries while you both want to start a war between the"
X Link @treasureh8nter 2025-10-31T23:17Z 1255 followers, XX engagements

"Why wouldnt anyone in the Republic of China be friendly to mainland China They are Chinese and people in Taiwan are Chinese too. Both our economies are intrinsically linked with each other and we both benefit from having a close relationship. The only ones who want war between the two countries are the non Chinese"
X Link @treasureh8nter 2025-11-01T03:14Z 1255 followers, XX engagements

"@yunge1245 My family and I all voted for Cheng shes a wonderful leader she is exactly what the KMT and Taiwan needs right now 💪 She advocates for good relations with mainland China. Do you disagree with this Do you think Japan should have good relations with mainland China 🤔"
X Link @treasureh8nter 2025-11-01T03:17Z 1255 followers, XX engagements

"I love how Intel investors think these X Taiwanese ex TSMC employees will want to make Intel great again 🤭 They are clearly moving for their last big retirement play money All the hard work they cared about was completed at TSMC 😉 Good that you finally realised you need Taiwanese in your company to make intel great again tho. 😅"
X Link @treasureh8nter 2025-11-01T03:31Z 1256 followers, XXX engagements