@zephyr_z9 Zephyr
Anthropic is buying TPUs from Broadcom in a deal worth over $10 billion, with Broadcom likely customizing some chips for them. This deal is significant as it shows major players investing heavily in AI infrastructure. Google is also involved, selling hardware to Anthropic and potentially providing funding.
Engagements: [-------] #
- [--] Week [---------] -27%
- [--] Month [----------] +33%
- [--] Months [-----------] +1,488%
- [--] Year [-----------] +3,722%
Mentions: [---] #
- [--] Week [---] +16%
- [--] Month [---] +12%
- [--] Months [-----] +208%
- [--] Year [-----] +164%
Followers: [-------] #
- [--] Week [-------] +0.84%
- [--] Month [-------] +76%
- [--] Months [-------] +1,425%
- [--] Year [-------] +3,707%
CreatorRank: [------] #
Social Influence
Social category influence technology brands 34.63% stocks 20.78% finance 17.45% countries 12.47% social networks 5.82% currencies #528 celebrities 2.22% automotive brands 2.22% cryptocurrencies 1.94% gaming 0.83%
Social topic influence ai #1476, china #1267, $googl 6.09%, in the 5.82%, open ai #2873, money 4.16%, this is 3.88%, dram #7, anthropic #1595, meta #1648
Top accounts mentioned or mentioned by @grok @matteom62616 @teortaxestex @zephyrz9 @folduniverse @analysisop @byte721 @hamsarris6 @mingmongpingpon @alex_intel_ @snlsgh @ryanhingshing @jukan05 @jespabe @benfranklin2019 @charliem0nger @mweinbach @petew1314 @benitoz @subset_member
Top assets mentioned Alphabet Inc Class A (GOOGL) Sandisk Corporation (SNDK) Seagate Technology Holdings PLC (STX) Microsoft Corp. (MSFT) Micron Technology, Inc. (MU) Morgan Stanley (MS) Arm Holdings plc (ARM) QUALCOMM, Inc. (QCOM)
Top Social Posts
Top posts by engagements in the last [--] hours
"The reason why I'm saying all this is becuz the whale is processing 600B tokens & outputting 150B tokens per day on [---] H800 nodes (2400 H800s) 100x (240K) will get u 60T tokens & output of 15T tokens per day The world does not have this high AI demand Whale dropped a nuke today Whale dropped a nuke today"
X Link 2025-03-01T05:39Z 110.2K followers, 254.9K engagements
"The interferometer is looking good"
X Link 2025-03-07T14:17Z 110.1K followers, 171.5K engagements
"Lucy Guo's PR team is working overtime to cover the prostitution scandal"
X Link 2025-08-31T17:03Z 110.2K followers, 414.3K engagements
"Jensen running the whole game like a gangsta"
X Link 2025-09-28T04:06Z 110.1K followers, 110.4K engagements
"Now we have some concrete numbers 340K WPM for HBM and 560K WPM for DDR5/DDR6 Google will require a similar amount of Memory Other hyperscalers + Chinese players will require double that So for HBM we have 340K+ 340K+ 680K = 1360K WPM required For DRAM we have 560K+ 560K+ 1120K = 2240K WPM required Current HBM capacity is 450K WPM and 1300K-1400K WPM for standard DRAM https://twitter.com/i/web/status/1974442546647462309 https://twitter.com/i/web/status/1974442546647462309"
X Link 2025-10-04T11:52Z 109.4K followers, 35K engagements
"Andrew Tulloch "the PyTorch King" is back at Meta He at least got a [--] Billion Dollar bag"
X Link 2025-10-11T18:44Z 110.1K followers, 741.4K engagements
"Place ur bets boys If Samsung succeeds then Lasertec shorts will rip (figuratively and literally) CNT - KLACNT20259SPIE Photomask and EUV Lithography - CNT - KLACNT20259SPIE Photomask and EUV Lithography -"
X Link 2025-10-16T11:08Z 109.4K followers, 32.5K engagements
"Quant firm doing quant things"
X Link 2025-10-20T13:16Z 110.2K followers, 185.2K engagements
"It will generate nearly $10B in revenue for Broadcom Anthropic confirmed a new deal with Google $GOOGL Cloud to expand its use of up to [--] million TPUs and other cloud services worth tens of billions of dollars. The company will use the added capacity exceeding one gigawatt to train and serve future Claude models. https://t.co/dySedgiZir Anthropic confirmed a new deal with Google $GOOGL Cloud to expand its use of up to [--] million TPUs and other cloud services worth tens of billions of dollars. The company will use the added capacity exceeding one gigawatt to train and serve future Claude"
X Link 2025-10-23T20:50Z 110.2K followers, 17.2K engagements
"Rumor: Meta is considering purchasing Google TPUs The floodgates are now open It's Google vs Nvidia TPU vs GPU # #RUMOR AnthropicMetaGoogle TPUGoogle BroadcomCoWoS Google supply chain80%Google # #RUMOR AnthropicMetaGoogle TPUGoogle BroadcomCoWoS Google supply chain80%Google"
X Link 2025-10-28T09:22Z 110.2K followers, 127.1K engagements
"HAHAHAHAHAHAHAHAHAHAHAHA SSD wafer spot prices are 30% in one trading session"
X Link 2025-10-30T18:15Z 109.4K followers, 78.8K engagements
"Elon cooked Altman's ass"
X Link 2025-11-01T15:03Z 110.1K followers, 45.7K engagements
"Another company to watch out for in the ASIC design space alongside Broadcom Alchip Mediatek Marvell and Arm IP design house GUC reported an ATH monthly revenue of NT$3.716 billion up 2.9% MonM and 150% YoY. GUC is $GOOGL's design partner and one of the few ASIC design players. This is a new monthly revenue record for the second consecutive month. Cumulative revenue for the first https://t.co/uJJTJzeKM8 IP design house GUC reported an ATH monthly revenue of NT$3.716 billion up 2.9% MonM and 150% YoY. GUC is $GOOGL's design partner and one of the few ASIC design players. This is a new monthly"
X Link 2025-11-05T18:36Z 110.2K followers, 15.1K engagements
"Interesting Google is using: - Tektronix (part of Fortive) Oscilloscope for testing/debugging - Parker Hannifin multi-purpose hoses Google $GOOGL just officially dropped its 7th generation TPU named Ironwood & it is an ABSOLUTE BEAST Google is the only full-stack company in the A.I. game and that will payoff big time for them I think. This video is also STUNNING. 🤯 https://t.co/qqLOgxz4zS Google $GOOGL just officially dropped its 7th generation TPU named Ironwood & it is an ABSOLUTE BEAST Google is the only full-stack company in the A.I. game and that will payoff big time for them I think."
X Link 2025-11-08T19:30Z 110.1K followers, 26K engagements
"China is now producing 8N high-purity synthetic quartz Mitsubishi Tosoh and Shin-Etsu will lose market share here"
X Link 2025-11-10T11:25Z 109.4K followers, 16.3K engagements
"@Alex_Intel_ frankfurt"
X Link 2025-11-10T16:16Z 110.1K followers, [----] engagements
"YUP Now which companies make the actuators or supply components for actuators . Ref. https://t.co/awZNisPRW1 https://t.co/dhZENPrrxp . Ref. https://t.co/awZNisPRW1 https://t.co/dhZENPrrxp"
X Link 2025-11-11T13:03Z 110.1K followers, 28.4K engagements
"That article is wrong $GDS and $VNET revenue would have gone down if that were the case Good WSJ story showing that US export controls on AI chips are working. This is our best - and only - lever to slow down China on AI. Now that the strategy is producing real results we should double down and close loopholes not take our foot off the gas. https://t.co/aQDnCcKb8C Good WSJ story showing that US export controls on AI chips are working. This is our best - and only - lever to slow down China on AI. Now that the strategy is producing real results we should double down and close loopholes not take"
X Link 2025-11-12T15:41Z 110.2K followers, 10.2K engagements
"Very interesting Axion is their DC CPU like Amazon's Graviton Built on Neoverse V2 and TSMC N4 Bad news for Intel and AMD $ARM CEO: Google shifts majority of internal workloads to Arm "For example Google's Arm-based Axion chip delivers up to 65% better price performance while using 60% less energy. And as a result Google is migrating the majority of their internal workloads to run on Arm." $ARM CEO: Google shifts majority of internal workloads to Arm "For example Google's Arm-based Axion chip delivers up to 65% better price performance while using 60% less energy. And as a result Google is"
X Link 2025-11-14T23:24Z 109.5K followers, 28K engagements
"LMAO Marvell and Amazon took massive Ls Great for Nvidia SHORT MARVELL AWS Tranium [--] encountered with redesign issue again lately. As a result its mass production starting time might be delayed from originally end-1Q26 to end-2Q26. Meanwhile AWS also introduced Broadcom into its Tranium [--] supply chain: https://t.co/lKCutcpJOI AWS Tranium [--] encountered with redesign issue again lately. As a result its mass production starting time might be delayed from originally end-1Q26 to end-2Q26. Meanwhile AWS also introduced Broadcom into its Tranium [--] supply chain: https://t.co/lKCutcpJOI"
X Link 2025-11-18T01:24Z 110.2K followers, 77.7K engagements
"Optics shopping lists are incomplete without Japan Component suppliers are also not included That's where the real alpha lies Heres your optics shopping list. Heres your optics shopping list"
X Link 2025-11-25T02:01Z 109.5K followers, 62.1K engagements
"Lmao Btw SOI wafers are required for SiPh and RF chips The more optics demand the more SOI wafers required Soitec is a French company known for manufacturing SOI wafers using its patented Smart Cut technology. Great technology companies continue to find new markets to apply their technology to and that's exactly what Soitec has done. Recently it discovered a new application for https://t.co/uRVZIqCViK Soitec is a French company known for manufacturing SOI wafers using its patented Smart Cut technology. Great technology companies continue to find new markets to apply their technology to and"
X Link 2025-11-25T16:15Z 109.5K followers, 32.2K engagements
"Japan has a very strong grip on the robotics supply chain NSK makes high end bearings and ball screws (linear actuators) Nabtesco has a chokehold on cycloid reducers Nippon Thompson makes roller bearings and linear motion rolling guides. Their crossed roller bearings are designed for the rotating joints and handle stress from any direction the Japanese robotics experts openly calling the Chinese advances in the space "concepts" and "not ready for full deployments". "AI toys" was another sentiment expressed I repeat that much can be explained by Japanese senseis being senile. [----] avg national"
X Link 2025-12-05T10:26Z 109.7K followers, 87.6K engagements
"TESTING TESTING TESTING"
X Link 2025-12-06T07:18Z 109.8K followers, [----] engagements
"I'm quite excited about the Synopsys earnings call China will likely be negative But the IP biz Nvidia's stake and AI speeding up the design process should be enough (good news) Ciena and Synopsys LFG Ciena and Synopsys LFG"
X Link 2025-12-07T18:09Z 109.4K followers, 19K engagements
"Looks like Marvell really lost the Trainium deal AVGO and Alchip got the orders $MRVL trading lower after Benchmark cut the stock to Hold saying Marvell likely lost AWSs Tranium [--] and [--] designs to Alchip which they see behind the slowdown to 20% XPU growth in [----] and Amazon revenue leaning on Tranium 2/Kuiper rather than new wins. The Information also https://t.co/wDLaaoQ38e $MRVL trading lower after Benchmark cut the stock to Hold saying Marvell likely lost AWSs Tranium [--] and [--] designs to Alchip which they see behind the slowdown to 20% XPU growth in [----] and Amazon revenue leaning on"
X Link 2025-12-08T12:10Z 110.1K followers, 32.8K engagements
"This one is for the China bros (I can't invest) Dinglong makes CMP pads CMP slurries and post-CMP cleaning fluids CMP pad production will reach 50K pads/month in Q1 [----] They also produce ArF and KrF photoresist They have over [--] phoresist products and [--] are currently under validation by customers I expect them to take market share away from Qnity (DuPont) Entegris Fujibo JSR TOK and Shin Etsu"
X Link 2025-12-10T12:50Z 109.4K followers, 29.1K engagements
"Well the ecosystem is much more mature now The winners have already been decided This money will help boost the R&D and CAPEX of the winners (SMIC Hua Hong Nexchip GigaDevice AMEC NAURA Piotech ACMR Skyverse etc) @zephyr_z9 a massive state effort to go up the value chain in semiconductors; back then there were no export restrictions (or much smaller than rn); how is it not a relevant comparison @zephyr_z9 a massive state effort to go up the value chain in semiconductors; back then there were no export restrictions (or much smaller than rn); how is it not a relevant comparison"
X Link 2025-12-13T15:52Z 109.4K followers, 11.9K engagements
""ASE and its subsidiary Silicon Precision Industries (SPIL) Amkor and Powertech Technology the three leading players in the industry." Did u listen to meanon TSMC to expand CoW Orders in 2H26 as OSAT CoWoS-like tech rises As major US CSPs are ramping up ASIC development the capacity gap in TSMC's CoWoS advanced packaging continues to widen. Thus the rise of "CoWoS-like" capacity by OSAT providers has emerged. To address the strong https://t.co/xPeGRziMZD TSMC to expand CoW Orders in 2H26 as OSAT CoWoS-like tech rises As major US CSPs are ramping up ASIC development the capacity gap in TSMC's"
X Link 2025-12-15T02:45Z 110.1K followers, 16.4K engagements
"LOL SATA SSDs are 20% of the market U may not realize this but DDR4 has had a higher spot price than DDR5 RAM for months now Nanya Technology makes DDR4 RAM and has literally 5X this year (outperforming Micron & SK Hynix by 300% and Samsung by 400%) who the fuck is buying SATA ssds in the year of our lord [----]. who the fuck is buying SATA ssds in the year of our lord 2025"
X Link 2025-12-20T18:37Z 109.4K followers, 31.8K engagements
"2026 is the Year of Solar Energy Stocks (most are already up 50%-60% LOL) $FSLR and $NXT shares moving higher after Alphabets $4.75B Intersect deal because Intersect is a customer: it uses First Solar modules and has selected Nextracker trackers plus TrueCapture on utility-scale projects https://t.co/dM6hNJrSSB $FSLR and $NXT shares moving higher after Alphabets $4.75B Intersect deal because Intersect is a customer: it uses First Solar modules and has selected Nextracker trackers plus TrueCapture on utility-scale projects https://t.co/dM6hNJrSSB"
X Link 2025-12-22T17:33Z 110.1K followers, 25.1K engagements
"Furukawa Electric trading at 20x PE always surprises me"
X Link 2025-12-24T09:07Z 110K followers, 67.6K engagements
"Ibiden will start hiring back retirees from January [----] becuz production demand is too high and they don't have enough people"
X Link 2025-12-28T09:20Z 109.3K followers, [----] engagements
"So they finally won the order There was some speculation that SpaceX was dissatisfied with Innolux's packaging performance and that SpaceX was planning to do the packaging by itself Innolux Wins RF Chip Component Packaging Order from SpaceX Innolux: Forecasts improved performance in [----] driven by a simultaneous rise in prices and volume in the display industry. Notably the company is achieving results in its transition to FOPLP and is reported to have https://t.co/ZgMtnKJgQf Innolux Wins RF Chip Component Packaging Order from SpaceX Innolux: Forecasts improved performance in [----] driven by a"
X Link 2025-12-28T23:48Z 110.1K followers, 10.1K engagements
"DeepSeek V3 Arch I wonder how far they can push it Btw SK Telecom is SK Hynix's (DRAM/NAND/HBM) parent company wowwww another large open model from Korea about to be released this time from sk telecom with 519B total param release planned on 4th of january [----] https://t.co/qF0meJ4PqJ wowwww another large open model from Korea about to be released this time from sk telecom with 519B total param release planned on 4th of january [----] https://t.co/qF0meJ4PqJ"
X Link 2025-12-31T12:52Z 109.5K followers, 16.4K engagements
"Plz raise CAPEX C.C. Wei Prepare for $tsm earnings this evening/morning at a moment in time when they have 120% more demand than capacity. Prepare for $tsm earnings this evening/morning at a moment in time when they have 120% more demand than capacity"
X Link 2026-01-15T01:41Z 110K followers, 20.8K engagements
"Nah [----] was a great year for Xpeng's auto biz Li Auto got fucked last year Investors just woke up recently when Xpeng showed off its IRON humanoid Xpeng isn't doing too hot in its core automotive business they're still reporting losses in [----]. But they have massive manufacturing capacity. So I think they may pivot to mass production of humanoids harder and faster than competitors. Boston Dynamics/Hyundai watch out. https://t.co/DLwHJsIhxD Xpeng isn't doing too hot in its core automotive business they're still reporting losses in [----]. But they have massive manufacturing capacity. So I think"
X Link 2026-01-19T17:38Z 110.1K followers, 12.2K engagements
"Chinese stocks will have a crazy bull run"
X Link 2026-01-19T18:32Z 109.5K followers, 71.1K engagements
"Guess where Kuaishou hosts Kling AI models ;) "Video generation is obviously GPU-intensive and we saw yesterday at Davos that rhetoric around restricting chip exports to China is still very much in the discourse. Will Kling run into a scaling wall or will they be able to marshal the compute necessary to make the next jump in usage" https://t.co/uRlFZWAmFu https://t.co/uRlFZWAmFu"
X Link 2026-01-22T04:36Z 110.1K followers, 66K engagements
"Jensen at a fruit shop"
X Link 2026-01-24T10:24Z 109.5K followers, 20.9K engagements
"Found a very interesting AI supply chain bottleneck"
X Link 2026-01-26T12:25Z 109.4K followers, 97.1K engagements
"Advantest Earnings Call SoC/Logic Tester Market: $8.5B-$9.5B (30% YoY) Memory Tester Market: $2.2B-$2.7B (20% YoY) -80% of Advantest's SoC/Logic Testing revenue comes from AI/HPC -Custom ASIC ramp is contributing to higher SoC testing growth -Testing time and intensity (number of tests) is increasing to increasing complexity of GPUs/ASICs -Plan to increase production capacity to [----] testers by the end of FY26 and further expand to [----] testers -They may need to hasten expansion because of large demand -20%-25% of their total revenue comes from China and is growing -Advantest is projecting"
X Link 2026-01-29T02:46Z 110.2K followers, 39.6K engagements
"Nintendo will copyright strike this Holy moly. Genie [--] just created this mock 3D game world from Breath of the Wild. How I did it + prompts in comment. https://t.co/H33an42YNd Holy moly. Genie [--] just created this mock 3D game world from Breath of the Wild. How I did it + prompts in comment. https://t.co/H33an42YNd"
X Link 2026-01-29T23:09Z 109.4K followers, 47.5K engagements
"Macronix is already up 30% since we wrote about it in the semis memo There is one more interesting legacy play available Interesting beneficiaries post $SNDK earnings that I own: Phison (TPE: 8299) and Macronix (TPE: 2337). Similar to Nayna (1035.96% 1Y) that filled legacy dram void from $MU Sk Hynix and Samsung: Phison does the same with Sandisk with flash (inventory). And Macronix with https://t.co/tbKU03azS6 Interesting beneficiaries post $SNDK earnings that I own: Phison (TPE: 8299) and Macronix (TPE: 2337). Similar to Nayna (1035.96% 1Y) that filled legacy dram void from $MU Sk Hynix and"
X Link 2026-01-30T04:55Z 109.4K followers, 45K engagements
"Did u listen to us anon Btw we are cooking something really special Stay tuned ;) I haven't worked on an article in the last [--] months But writing this with a team is extremely fun [--] pages of pure Alpha multiple ideas Enjoy https://t.co/8DMWW8ovDw I haven't worked on an article in the last [--] months But writing this with a team is extremely fun [--] pages of pure Alpha multiple ideas Enjoy https://t.co/8DMWW8ovDw"
X Link 2026-01-30T18:41Z 109.3K followers, 68.6K engagements
"Duopoly in HDD Seagate and WD are not going to start price wars Everyone knows that DRAM/NAND is cyclical (post COVID was brutal) and also has more players @zephyr_z9 @Citrini7 Something I did not get but why is HDD more pricey than DRAM/HBM the forward p/e are double or so ; is that really because there is more competition in the HBM space @zephyr_z9 @Citrini7 Something I did not get but why is HDD more pricey than DRAM/HBM the forward p/e are double or so ; is that really because there is more competition in the HBM space"
X Link 2026-01-30T18:48Z 109.3K followers, 34K engagements
"man what shocks me most is that it's not even about pdo affairs in large part Epstein seems to have been a general purpose Friend For Dirty Stuff to the entire Western elite. Handyman Jeffrey. How could all these powerful and vicious people trust him so much https://t.co/WLf3eozQVd man what shocks me most is that it's not even about pdo affairs in large part Epstein seems to have been a general purpose Friend For Dirty Stuff to the entire Western elite. Handyman Jeffrey. How could all these powerful and vicious people trust him so much https://t.co/WLf3eozQVd"
X Link 2026-01-31T04:29Z 110.1K followers, 29.2K engagements
"Huawei has sold over [---] CM384s"
X Link 2026-01-31T12:25Z 109.3K followers, 19K engagements
"WOW No wonder the talent pipeline in China is so strong How has China systematically built a vast pipeline of AI talent My debut feature in FT Magazine explores the pivotal education program behind this achievement weaving in some personal reflections. Chinas Genius Plan https://t.co/MUZTIDaw6g How has China systematically built a vast pipeline of AI talent My debut feature in FT Magazine explores the pivotal education program behind this achievement weaving in some personal reflections. Chinas Genius Plan https://t.co/MUZTIDaw6g"
X Link 2026-01-31T12:44Z 109.5K followers, 114.8K engagements
"BESI recently won large bonding orders from TSMC as well The news that Apples high-end M5 chip uses SoIC packaging came out back in February last year. Pretty much everyone in the industry already knows about it. For the SoIC packaging in this high-end M5 chip BESIs hybrid bonding equipment was used. https://t.co/JZoH7xJm80 The news that Apples high-end M5 chip uses SoIC packaging came out back in February last year. Pretty much everyone in the industry already knows about it. For the SoIC packaging in this high-end M5 chip BESIs hybrid bonding equipment was used. https://t.co/JZoH7xJm80"
X Link 2026-02-01T05:50Z 110.2K followers, 31.2K engagements
""This is better cheap and faster than Opus [---] with [--] m context window" Sonnet [--] has a new attention mechanism too LFG Memory demand is about to explode I want to say it loud This is better cheap and faster than Opus [---] with [--] m context window Fennec 🦊 coming soon and claude code is also getting update ( your agents will talk to each other ) Claude code will decimate the market and can't spill more tea ☕ I want to say it loud This is better cheap and faster than Opus [---] with [--] m context window Fennec 🦊 coming soon and claude code is also getting update ( your agents will talk to each"
X Link 2026-02-01T14:41Z 109.3K followers, 89.3K engagements
"Bruh Somebody test StepFun Flash [---] the perfomance is insane for 196B (11B Active) model U can easily run it on a high-end Mac https://twitter.com/i/web/status/2018163982578938186 https://twitter.com/i/web/status/2018163982578938186"
X Link 2026-02-02T03:26Z 109.3K followers, 66.5K engagements
"China has a pretty strategic chokehold on Nvidia's CPO supply chain"
X Link 2026-02-02T12:34Z 109.7K followers, 38.6K engagements
"1550% Did u listen to me anon 1150% Did u listen to me anon https://t.co/mboaeMCYAf 1150% Did u listen to me anon https://t.co/mboaeMCYAf"
X Link 2026-02-02T15:49Z 109.4K followers, 149K engagements
"Looks like Primetime for "Scale Up CPO" is Rubin Ultra (2027) Sooner than most people expected As usual AYZ has dropped another brilliant piece. He starts by firmly disclaiming that its not financial advice but the moment I read it I couldnt help but go ahead and invest lol. https://t.co/VMwMshEdYu As usual AYZ has dropped another brilliant piece. He starts by firmly disclaiming that its not financial advice but the moment I read it I couldnt help but go ahead and invest lol. https://t.co/VMwMshEdYu"
X Link 2026-02-02T16:12Z 110.1K followers, 45.6K engagements
"A stock going up by 1500% in a year is extremely rare But we have covered a wide range of bottlenecks in the semis memo https://www.citriniresearch.com/p/semis-memo-muscle-memory @zephyr_z9 Give us the next one please https://www.citriniresearch.com/p/semis-memo-muscle-memory @zephyr_z9 Give us the next one please"
X Link 2026-02-02T16:26Z 109.4K followers, 103.3K engagements
"I was being very charitable to Qualcomm [--] months ago I guess Gerard Williams III and John Bruno dont beleive in CONNECTED INTELLIGENT EDGE or $QCOM datacenter CPU. Nuvia was literally founded to bring high-performance ARM-based CPU to datacenter. These two leaving same day is hyper omega giga bearish. LOL I guess Gerard Williams III and John Bruno dont beleive in CONNECTED INTELLIGENT EDGE or $QCOM datacenter CPU. Nuvia was literally founded to bring high-performance ARM-based CPU to datacenter. These two leaving same day is hyper omega giga bearish. LOL"
X Link 2026-02-03T03:11Z 110.1K followers, 25.9K engagements
"Earnings were damn good Teradyne has a strong edge in CPO testing rn Though I do think that Advantest will be able to qualify by the end of [----] CPO testing TAM is huge Teradyne here. Picked some up and its already +21% profit lol https://t.co/6nZTfQnFUo Teradyne here. Picked some up and its already +21% profit lol https://t.co/6nZTfQnFUo"
X Link 2026-02-03T03:27Z 110.2K followers, 34.6K engagements
"Ok now I have the component-level weights A loaded GB200 weighs around [----] Kg and consumes 130kW of power -NVL [--] has [--] compute trays each weighing around [----] kg so a total of [---] Kg -NVL [--] has [--] switch trays each weighing around [----] kg so a total of [---] Kg -NVL [--] has [--] power shelves/PSUs each weighing around [--] kg so a total of [---] Kg -The rack frame weighs around [---] kg -The busbar weighs around [--] kg The main componets weighs around [----] Kg the rest of the weight is from coolant cable cartridges manifolds etc. hey @zephyr_z9 what do you think How much does a [---] kW worth of Blackwell"
X Link 2026-02-03T05:41Z 109.4K followers, 39.4K engagements
"Bannon talks like a 4chan chud"
X Link 2026-02-03T08:16Z 110.1K followers, 46.6K engagements
"Qcom is in a super bad spot They had 75% market share in China's automotive SoC market Xiaomi and BYD are launching their own SoCs while Huawei is taking away market share from them Smartphone sales will contract for the next [--] years AI200/AI250 is likely a scam Two silver linings - everyone except Apple/Huawei uses their AR1 chip in their AR glasses. Edge AI may start taking off by mid [----] Visual approximation of $ARM management watching Nuvia // $QCOM implode despite losing the legal battle over ALA transferablity and overlap interpretation. https://t.co/AyyCivAFME Visual approximation of"
X Link 2026-02-03T10:17Z 109.9K followers, 81.6K engagements
"I haven't talked much about this on Twitter But the IoT + Edge market (especially if the ASP of the product in which memory is used is low) will get rekt this year We have covered what's happening in that market in the Semis Memo: https://www.citriniresearch.com/p/semis-memo-muscle-memory https://www.citriniresearch.com/p/semis-memo-muscle-memory"
X Link 2026-02-03T13:28Z 110K followers, 22.4K engagements
"LFG ABF substrate will have a multi-year shortage Any player involved in the supply chain will benefit Lfg. @Iqbal_yusuf1994 https://t.co/4SRWSqerau Lfg. @Iqbal_yusuf1994 https://t.co/4SRWSqerau"
X Link 2026-02-03T15:14Z 110.2K followers, 79.1K engagements
"Lip Bu Tan: Memory is the biggest constraint for AI rn even bigger than power and fab capacity. No relief till 2028"
X Link 2026-02-03T18:13Z 110K followers, 153.9K engagements
"Very good Lip Bu Tan interview Must watch https://www.youtube.com/watchv=YO2PVbtpb_A Lip Bu Tan: Memory is the biggest constraint for AI rn even bigger than power and fab capacity. No relief till [----] https://www.youtube.com/watchv=YO2PVbtpb_A Lip Bu Tan: Memory is the biggest constraint for AI rn even bigger than power and fab capacity. No relief till 2028"
X Link 2026-02-03T18:18Z 109.5K followers, 54K engagements
""Its roughly [---] Starship launches to get them to a gigawatt in space." So each launch adds [----] MW of compute or [--] kW/ton (if mass to LEO is [---] tons for each Starship launch) SemiAnalysis CEO @dylan522p: There's a bet between the Heads of Compute at xAI and Anthropic over what percentage of worldwide datacenter capacity is in space by the end of [----]. The bar is 1%. So the xAI guy is really bullish." I take the under on 1% by [--] because thats https://t.co/fYyY4RHFfa SemiAnalysis CEO @dylan522p: There's a bet between the Heads of Compute at xAI and Anthropic over what percentage of"
X Link 2026-02-04T03:30Z 110K followers, 87.1K engagements
"Interesting Looks like Elon will be buying solar panels from China "Musk's team recently made secret visits to multiple photovoltaic companies in China with inspection projects covering links such as equipment silicon wafers battery components and more among which they focused on photovoltaic companies pursuing heterojunction and perovskite technology routes." AI200GW https://t.co/OSQrNZJlZJ AI200GW https://t.co/OSQrNZJlZJ"
X Link 2026-02-04T06:19Z 109.3K followers, 84.2K engagements
"DIGITIMES: Legacy SLC/MLC NAND Q2 [--] contract prices are rumored to see YoY increases of up to 400500%"
X Link 2026-02-04T06:44Z 110.1K followers, 39.7K engagements
"Teradyne has formed a JV with MultiLane to expand into the high-speed I/O and interconnect testing market Nice"
X Link 2026-02-04T07:33Z 109.3K followers, 11.8K engagements
"Interesting Elon's team visited GCL Group (their subsidiary GCL Optoelectronics makes perovskite cells) Lots of interest in perovskite solar cells after Elon's team visited Chinese solar companies. Let me provide a quick overview of what's happening in the Chinese perovskite ecosystem. Pervoskite is still mostly in R&D phase but some megawatt-class pilot lines have been announced. Lots of interest in perovskite solar cells after Elon's team visited Chinese solar companies. Let me provide a quick overview of what's happening in the Chinese perovskite ecosystem. Pervoskite is still mostly in"
X Link 2026-02-04T11:15Z 110.1K followers, 23K engagements
"Let's see what happens with CREDO If Scale up CPO does get adopted with Rubin Ultra (they are developing both CPO and copper solution at the same time) then Credo is in for a lot of pain They are making some moves in the optical market but that market is very crowded and competitive $CRDO AEC Optical DSP transceivers Bluebird 224Gbps per lane PAM4 data transmission for 1.6Tbps optical transceivers . https://t.co/ZAOdBrLTCj Seagull . https://t.co/7pCxeuChGq $CRDO AEC Optical DSP transceivers Bluebird 224Gbps per lane PAM4 data transmission for 1.6Tbps optical transceivers ."
X Link 2026-02-04T11:27Z 110.1K followers, 74.8K engagements
"ABF substrate will have a multi year supply shortage every player will benefit from it AT&S is the cheapest one available and I think they will get big orders Not only Ibiden Unimicron and other companies EMIB-T solutions are also under development. Not only Ibiden Unimicron and other companies EMIB-T solutions are also under development"
X Link 2026-02-04T12:40Z 110.1K followers, 33.7K engagements
"Crazy diss from Anthropic aimed at OpenAI for introducing ads in ChatGPT Who is running the Ads department at Anthropic"
X Link 2026-02-04T14:28Z 110.1K followers, 244.4K engagements
"CRAZY "Solid state SIB products w/ 300Wh/kg density that can do [----] cycles & operate between -70C-100C" Sodium Ion Batteries can also be high density Recently demonstrated a 25Ah SIB cell w/ energy density of 348.5Wh/kg. Its website shows solid state SIB products w/ 300Wh/kg density that can do [----] cycles & operate bw -70-100 C. It also offers SIB w/ lower density https://t.co/FeIzwH5fzZ Sodium Ion Batteries can also be high density Recently demonstrated a 25Ah SIB cell w/ energy density of 348.5Wh/kg. Its website shows solid state SIB products w/ 300Wh/kg density that can do [----] cycles &"
X Link 2026-02-04T15:10Z 110.1K followers, 30.9K engagements
"Android market about to get crushed this year"
X Link 2026-02-05T01:47Z 109.3K followers, 60.3K engagements
"Qualcomm down 23% since my call in early December Android market about to get crushed this year https://t.co/gQqV7JEp7p Android market about to get crushed this year https://t.co/gQqV7JEp7p"
X Link 2026-02-05T01:52Z 110.1K followers, 21.6K engagements
"Amazon & Microsoft won't allow Google to have a higher CAPEX spend than them Google is procuring a Blackwell tier XPU (Ironwood) for 1/3rd the price ($45k vs $15k) Expect large upward revisions Hyperscaler Capex for 2026: META: $125b ($70b) GOOG: $180b ($91b) AMZN: $175b ($125b) MSFT: $145b ($83b) ORCL: $55b ($35b) Total: $680b ($404b) Almost $300b or 1% of GDP growth in capex from just these five companies Hard to have a recession with that capex binge. Hyperscaler Capex for 2026: META: $125b ($70b) GOOG: $180b ($91b) AMZN: $175b ($125b) MSFT: $145b ($83b) ORCL: $55b ($35b) Total: $680b"
X Link 2026-02-05T02:21Z 109.9K followers, 169.4K engagements
"Bad news for Qualcomm was released weeks ago WOW This is much bigger than I thought 20% cut "Xiaomi and OPPO have reduced their forecasts by more than 20% vivo by nearly 15% and Transsion to below [--] million units mainly impacting mid-to-low-end models and overseas products." WOW This is much bigger than I thought 20% cut "Xiaomi and OPPO have reduced their forecasts by more than 20% vivo by nearly 15% and Transsion to below [--] million units mainly impacting mid-to-low-end models and overseas products.""
X Link 2026-02-05T03:12Z 110.1K followers, 18.8K engagements
"Demis has been quite clear about his AGI timelines (5 years) If $GOOGL was really AI pilled they should abandon GCP entirely and hoard all the infra and model magic for themselves. If you get something close to AGI why would you let any other company use it If $GOOGL was really AI pilled they should abandon GCP entirely and hoard all the infra and model magic for themselves. If you get something close to AGI why would you let any other company use it"
X Link 2026-02-05T04:13Z 110.1K followers, 46.5K engagements
"Are crypto bros OK BREAKING: Bitcoin has officially erased post-election gains now falling to $71000 its lowest level since November 6th [----]. https://t.co/lbO2xGAaT2 BREAKING: Bitcoin has officially erased post-election gains now falling to $71000 its lowest level since November 6th [----]. https://t.co/lbO2xGAaT2"
X Link 2026-02-05T04:15Z 109.3K followers, 39.4K engagements
"President is pushing BYOG .@POTUS: AI is going to be maybe the biggest thing bigger than the Internet bigger than anything else. We are leading China by a lot. We are leading everybody by a lot. I came up with a concept: each data center that is built is going to generate their own electricity. https://t.co/wUxqGf0XoO .@POTUS: AI is going to be maybe the biggest thing bigger than the Internet bigger than anything else. We are leading China by a lot. We are leading everybody by a lot. I came up with a concept: each data center that is built is going to generate their own electricity."
X Link 2026-02-05T04:19Z 110K followers, 38.3K engagements
"Yeah CXMT has reserved 10k DDR4 WPM capacity for GigaDevice GigaDevice reported that it's purchase of DDR4 from CXMT will cost more year-on-year dispelling the current price drop rumor. According to Morgan Stanley CXMT is no longer mass producing DRAM but only providing as needed to customers like GigaDevice. https://t.co/2zkKwM3Fcm GigaDevice reported that it's purchase of DDR4 from CXMT will cost more year-on-year dispelling the current price drop rumor. According to Morgan Stanley CXMT is no longer mass producing DRAM but only providing as needed to customers like GigaDevice."
X Link 2026-02-05T04:36Z 110.1K followers, 51.7K engagements
"Important One of my favorite proxies to understand deflationary pressure in China is to read YUM China's quarterly results and find average selling price of Kentucky Fried Chicken. KFC is a popular fast food dining brand and the largest restaurant chain in China. It's also one of the https://t.co/Ow7O3QSBDC One of my favorite proxies to understand deflationary pressure in China is to read YUM China's quarterly results and find average selling price of Kentucky Fried Chicken. KFC is a popular fast food dining brand and the largest restaurant chain in China. It's also one of the"
X Link 2026-02-05T05:05Z 109.3K followers, 29.9K engagements
""Samsung Electronics possesses lines capable of producing [------] DRAM wafers per month. Adding up to [------] wafers of new capacity would mean a maximum 18% increase in DRAM production capability within a single year." LFG Exclusive Samsung to Expand DRAM Capacity for HBM4 by [------] Wafers per Month Samsung Electronics is embarking on an initiative to increase its new DRAM production capacity by nearly 20% this year centered around its Pyeongtaek Plant [--] (P4). The core of this expansion is to https://t.co/yZwmesq241 Exclusive Samsung to Expand DRAM Capacity for HBM4 by [------] Wafers per Month"
X Link 2026-02-05T05:53Z 110.1K followers, 53.2K engagements
"@teortaxesTex Did u put ur money in BTC"
X Link 2026-02-05T07:51Z 109.8K followers, [----] engagements
"@teortaxesTex did u ever sell"
X Link 2026-02-05T07:54Z 110.2K followers, [----] engagements
"Interesting SEMCO will start supplying FC BGA substrates for Rubin's NV Switches. Ibidien was the sole supplier here"
X Link 2026-02-05T09:14Z 109.9K followers, [----] engagements
"Interesting Chinese gov is restricting memory exports and even networking equipment makers will see a 4%-5% margin contraction due to high DDR4/DDR3 prices"
X Link 2026-02-05T10:53Z 110.1K followers, 53.8K engagements
"the satellite phone Could be a pretty good play They have a big advantage over every other smartphone maker They can also use Grok/xAI to create a native agentic OS * REUTERS: SPACEX IS CONSIDERING MAKING ITS OWN MOBILE DEVICE. * REUTERS: SPACEX IS CONSIDERING MAKING ITS OWN MOBILE DEVICE"
X Link 2026-02-05T12:16Z 109.4K followers, 21.6K engagements
"Beating sell side is always fun Did u listen to us anon I haven't worked on an article in the last [--] months But writing this with a team is extremely fun [--] pages of pure Alpha multiple ideas Enjoy https://t.co/8DMWW8ovDw I haven't worked on an article in the last [--] months But writing this with a team is extremely fun [--] pages of pure Alpha multiple ideas Enjoy https://t.co/8DMWW8ovDw"
X Link 2026-02-05T12:22Z 109.8K followers, 39.3K engagements
"Metric to watch AI DROVE 7% OF JANUARY JOB CUTS: CHALLENGER https://t.co/tKTAEDRFQr AI DROVE 7% OF JANUARY JOB CUTS: CHALLENGER https://t.co/tKTAEDRFQr"
X Link 2026-02-05T13:23Z 110.1K followers, 38.2K engagements
"Sources are telling me that Tom Lee ran off to Russia this morning Tom Lees Ethereum loss approaches $10 billion #MacroEdge Tom Lees Ethereum loss approaches $10 billion #MacroEdge"
X Link 2026-02-05T13:50Z 109.8K followers, 61.5K engagements
"Silver is down 16% Silver is down 16%"
X Link 2026-02-05T15:48Z 109.3K followers, 14.4K engagements
"Big Codex drop Sam can save himself from yesterday's PR disaster if he has a nice dunk on Anthropic BREAKING: @sama will be live on TBPN today at 12p PT https://t.co/l4ClurXkUr BREAKING: @sama will be live on TBPN today at 12p PT https://t.co/l4ClurXkUr"
X Link 2026-02-05T16:54Z 109.4K followers, 73.3K engagements
"Twink Altman launching GPT [---] Codex and demolishing Opus [---] (65.4%) in minutes is a fitting response Big Codex drop Sam can save himself from yesterday's PR disaster if he has a nice dunk on Anthropic Big Codex drop Sam can save himself from yesterday's PR disaster if he has a nice dunk on Anthropic"
X Link 2026-02-05T18:28Z 110K followers, 147.9K engagements
"Much cooler than building a CRM New Engineering blog: We tasked Opus [---] using agent teams to build a C compiler. Then we (mostly) walked away. Two weeks later it worked on the Linux kernel. Here's what it taught us about the future of autonomous software development. Read more: https://t.co/htX0wl4wIf https://t.co/N2e9t5Z6Rm New Engineering blog: We tasked Opus [---] using agent teams to build a C compiler. Then we (mostly) walked away. Two weeks later it worked on the Linux kernel. Here's what it taught us about the future of autonomous software development. Read more: https://t.co/htX0wl4wIf"
X Link 2026-02-05T20:06Z 109.8K followers, 29.7K engagements
"Probably the most important release today Kimi released their agent swarm and PARL a few days ago [----] is the year of agent swarms Other labs will roll it out quickly On Claude Code were introducing agent teams. Spin up multiple agents that coordinate autonomously and work in parallelbest for tasks that can be split up and tackled independently. Agent teams are in research preview: https://t.co/LdkPjzxFZg On Claude Code were introducing agent teams. Spin up multiple agents that coordinate autonomously and work in parallelbest for tasks that can be split up and tackled independently. Agent"
X Link 2026-02-05T20:40Z 109.5K followers, 41.7K engagements
"Interesting So the first 10k-20k Optimus robots will be deployed in Optimus Academy to generate the data flywheel .@elonmusk told me he plans to build Optimus Academy to train an army of humanoid robots. millions of simulated robots in the simulated world tens of thousands of robots in the real world to close the simulation to reality gap. Why Theres two big differences https://t.co/lREubJ0ckf .@elonmusk told me he plans to build Optimus Academy to train an army of humanoid robots. millions of simulated robots in the simulated world tens of thousands of robots in the real world to close the"
X Link 2026-02-05T21:05Z 109.4K followers, 21.4K engagements
"Are u bullish on DRAM anon "even if a contract was signed to supply DRAM at [---] won for one year if DRAM market prices have risen 100% by the end of the contract period an additional [---] won is paid. This is essentially a post-settlement arrangement." Memory Big [--] Change Contract Practices Post-Settlement Pricing Emerges Rising memory prices are now transforming supply contract practices. Contract durations are shifting from long-term to short-term and a "post-settlement" concept reflecting market prices has emerged https://t.co/goDS6cxTnO Memory Big [--] Change Contract Practices"
X Link 2026-02-06T04:45Z 110.2K followers, 30.1K engagements
"But still this is the craziest AI demo I have ever seen This required pretty sophisticated harness we are still months out from being able to prompt and get a GCC level compiler This required pretty sophisticated harness we are still months out from being able to prompt and get a GCC level compiler"
X Link 2026-02-06T04:47Z 109.4K followers, 33.5K engagements
""Feel the AGI" Pretty big development and parallel agents are the next big thing as Kimi and Anthropic have shown"
X Link 2026-02-06T05:10Z 110.2K followers, 13.5K engagements
"Sub agents creating more agents Btw it's a pretty low hanging fruit We are going to see a big step up in AI ability soon Inference needs to get cheaper imagine next year when each swarm can also create swarms. base humans will not be able to function -- @elonmusk we need neuralink for "normative" humans like yesterday. How are we supposed to even begin to stay abreast let alone meaningfully help. imagine next year when each swarm can also create swarms. base humans will not be able to function -- @elonmusk we need neuralink for "normative" humans like yesterday. How are we supposed to even"
X Link 2026-02-06T06:46Z 109.7K followers, 18.7K engagements
"Penny pinching on the base die cost them a lot Though they will be making a lot of money on DDR5 and NAND Wasnt it already widely known news that Micron wouldnt be able to supply HBM4 I dont understand why everyone is making such a big fuss about it. And selling Micron because of this is foolish too. Micron can earn even higher margins from server DDR5 instead of HBM4. Wasnt it already widely known news that Micron wouldnt be able to supply HBM4 I dont understand why everyone is making such a big fuss about it. And selling Micron because of this is foolish too. Micron can earn even higher"
X Link 2026-02-06T14:54Z 109.5K followers, 25.6K engagements
"OpenAI's Airpod competitor is called Dime They will now ship only a headphone this year becuz of high memory prices "HBM shortage made BOM price too much due to high memory needed for 2nm chip" Yesterday my good friends at DS report on Weibo that CNIPA patent filing for Openai hardware become public yesterday for new IP rule for big Usa Ai companys operating in China Document confirm a detail I am already hearing: consumer name for Sweetpea airpod product will be Yesterday my good friends at DS report on Weibo that CNIPA patent filing for Openai hardware become public yesterday for new IP"
X Link 2026-02-06T18:37Z 109.5K followers, 28.9K engagements
"Hmmm. Pony-Alpha is either AGI or they benchmaxxed my [--] SVG questions This is Opus 4.5/4.6 level of detail and taste https://t.co/kDTqtp6vH7 Pony-Alpha is either AGI or they benchmaxxed my [--] SVG questions This is Opus 4.5/4.6 level of detail and taste https://t.co/kDTqtp6vH7"
X Link 2026-02-07T04:18Z 109.5K followers, 15.3K engagements
"Castrating MS Research Asia due to Biden admin pressure turned out to be a blunder for Microsoft"
X Link 2026-02-07T06:01Z 109.8K followers, 36.7K engagements
"Interesting Nvidia is taking HBM very seriously (mostly for the custom base die yield and test) : https://t.co/fVH9R5lea2 : https://t.co/fVH9R5lea2"
X Link 2026-02-07T07:09Z 110.1K followers, 32.8K engagements
"Just buy semis & AI supply chain players and be happy To see how much extra TAM the usd1tr of capex can get lets use Booking as an example: -you are Google and Meta capturing 80% of the usd7bn annual marketing expenses of Booking while running an "asset light" business. So thats usd5.5bn a year. Nice. -now google and meta https://t.co/eFFxpasCLM To see how much extra TAM the usd1tr of capex can get lets use Booking as an example: -you are Google and Meta capturing 80% of the usd7bn annual marketing expenses of Booking while running an "asset light" business. So thats usd5.5bn a year. Nice."
X Link 2026-02-07T08:01Z 109.8K followers, 61.5K engagements
"2.5x speedup and 6x price increase Small batch size Total throughput of the system takes a giant hit on increasing tokens/user/sec Our teams have been building with a 2.5x-faster version of Claude Opus [---]. Were now making it available as an early experiment via Claude Code and our API. Our teams have been building with a 2.5x-faster version of Claude Opus [---]. Were now making it available as an early experiment via Claude Code and our API"
X Link 2026-02-07T19:57Z 110.1K followers, 46.4K engagements
"Pretty damn good Short videos will get commoditized by the end of this year Seedance V2 : two more examples next week will be fun 😬 https://t.co/a6TbgoPcyh Seedance V2 : two more examples next week will be fun 😬 https://t.co/a6TbgoPcyh"
X Link 2026-02-08T15:17Z 109.8K followers, 25.3K engagements
"Good for Corning and Fujikura If DRAM gets too expensive we can rig up 200km long loops of fiber optic cable and store our data in those instead If DRAM gets too expensive we can rig up 200km long loops of fiber optic cable and store our data in those instead"
X Link 2026-02-08T15:21Z 109.9K followers, 33.9K engagements
"Furukawa Electric is finally trading at a respectable 35x PE Furukawa Electric trading at 20x PE always surprises me https://t.co/V2P73n4RmD Furukawa Electric trading at 20x PE always surprises me https://t.co/V2P73n4RmD"
X Link 2026-02-09T07:23Z 110.1K followers, 39.6K engagements
"Will be quite funny if GLM releases a model with DSA before the Whale GLM [--] is 2x the total parameter of GLM [---] + deepseek sparse attention for efficient long context this is going to be a crazy model https://t.co/sAhETcOdTu GLM [--] is 2x the total parameter of GLM [---] + deepseek sparse attention for efficient long context this is going to be a crazy model https://t.co/sAhETcOdTu"
X Link 2026-02-09T12:35Z 110.1K followers, 34.6K engagements
"The most important thing that InP bulls should monitor is the price of 7N High Purity Indium $AXTI - 7N high purity Indium hit over $1K+ USD and has increased parabolically over the last three months. This is a derivative reflection of price hikes. There's two nuances: [--]. This is local SMM pricing (China controls 70%+ of the supply chain). Hyperscalers from https://t.co/GQWkJaoEOC $AXTI - 7N high purity Indium hit over $1K+ USD and has increased parabolically over the last three months. This is a derivative reflection of price hikes. There's two nuances: [--]. This is local SMM pricing (China"
X Link 2026-02-10T08:58Z 110K followers, 23.5K engagements
"Must read Kimi Agent Swarm blog is here 🐝 https://t.co/XjPeoRVNxG Kimi can spawn a team of specialists to: - Scale output: multi-file generation (Word Excel PDFs slides) - Scale research: parallel analysis of news from [--------] - Scale creativity: a book in [--] writing styles https://t.co/ElTzf3ksQe Kimi Agent Swarm blog is here 🐝 https://t.co/XjPeoRVNxG Kimi can spawn a team of specialists to: - Scale output: multi-file generation (Word Excel PDFs slides) - Scale research: parallel analysis of news from [--------] - Scale creativity: a book in [--] writing styles https://t.co/ElTzf3ksQe"
X Link 2026-02-10T09:00Z 110.1K followers, 25.4K engagements
"Is Anthropic's vesting structure different from other labs Many people are leaving labs with tons of resources (while legends from pre-AI software are joining the labs). What is most remarkable to me is that the first group seems confident they'll build new companies outside. Anthropic folks are skeptical about that. Many people are leaving labs with tons of resources (while legends from pre-AI software are joining the labs). What is most remarkable to me is that the first group seems confident they'll build new companies outside. Anthropic folks are skeptical about that"
X Link 2026-02-10T09:18Z 110.1K followers, 27.4K engagements
""Global equity Deriv Commodities" falling for scams and threatening others I don't wanna go full @teortaxesTex mode on this guy but he is certainly asking for it I deleted that tweet because this person @SnlSgh started threatening me for some reason https://t.co/Isl1GdHNK5 I deleted that tweet because this person @SnlSgh started threatening me for some reason https://t.co/Isl1GdHNK5"
X Link 2026-02-10T10:17Z 110.1K followers, 19K engagements
"Burry doing Technical analysis astrology on the TL WTF I am working on something $PLTR. https://t.co/PPETfScTkE I am working on something $PLTR. https://t.co/PPETfScTkE"
X Link 2026-02-10T10:34Z 110.2K followers, 64.2K engagements
"Will Kash Patel arrest me now 🤣🤣🤣🤣 @zephyr_z9 @teortaxesTex You answer SEC n FBI why you silently watched this unfold without taking any action or cautioning ppl or blocking these scamsters. I highlighted to you multiple times yet you refused to respond/ take action. Even though you are on Twitter [--] hrs n posting/ replying every [--] mins. @zephyr_z9 @teortaxesTex You answer SEC n FBI why you silently watched this unfold without taking any action or cautioning ppl or blocking these scamsters. I highlighted to you multiple times yet you refused to respond/ take action. Even though you are on"
X Link 2026-02-10T10:46Z 110.1K followers, 18.3K engagements
"@SnlSgh @teortaxesTex I have a question Ur profile mentions "global equity deriv commodities" But how did u fell for a such an obvious scam on twitter"
X Link 2026-02-10T10:49Z 110K followers, [---] engagements
"How the hell does anyone in the world fall for "My strategy plan" And how am I responsible for this Is this guy stoopid or doing this intentionally @zephyr_z9 @teortaxesTex A person who failed to take any action against actual scamsters running a full blown scam for months from his account is now threatening someone who actually highlighted this to caution other users. Makes me believe that you are definitely in on this scam. @zephyr_z9 @teortaxesTex A person who failed to take any action against actual scamsters running a full blown scam for months from his account is now threatening someone"
X Link 2026-02-10T10:54Z 110.1K followers, 22.8K engagements
"DC buildout takes time [---] Codex (Feb 26) is the first model trained on Blackwell even though it was launched in early [----] Only [--] lab has a truly independent RL & data pipeline (DeepSeek and it took them over [--] months to achieve it) "China has maintained its AI trajectory and continued to close the gap with US models despite US export controls and a huge capex disparity." @Bloomberg https://t.co/8sH7MvpukB "China has maintained its AI trajectory and continued to close the gap with US models despite US export controls and a huge capex disparity." @Bloomberg https://t.co/8sH7MvpukB"
X Link 2026-02-10T15:59Z 110.1K followers, 20.5K engagements
"LFG FSC has approved IBKR access to Korean stocks so Fintwit can mop up the Korea Discount. https://t.co/pm5u4n119d FSC has approved IBKR access to Korean stocks so Fintwit can mop up the Korea Discount. https://t.co/pm5u4n119d"
X Link 2026-02-10T16:18Z 110.1K followers, 54.5K engagements
"@atelicinvest Composer [--] was GLM 4.5/4.6"
X Link 2026-02-10T17:09Z 110K followers, [---] engagements
"@Tsucks6432 Not too sure Glm [---] & Kimi k2.5 are damn good"
X Link 2026-02-10T17:11Z 110K followers, [---] engagements
"The old days @teortaxesTex You are forgetting zhipuAi yi bytedance alibaba @teortaxesTex You are forgetting zhipuAi yi bytedance alibaba"
X Link 2026-02-10T17:16Z 110K followers, 16.1K engagements
""Google TPU is expected to skip HBM4 and move directly to HBM4E." Bold or Foolish Samsung & Micron will likely use hybrid bonding for it and delays will likely happen UBSs TPU report what surprised me: [--]. In the TPU v8 generation MediaTeks ASIC service fee per TPU chip is less than half of Broadcoms. [--]. Google appears satisfied with MediaTeks 224G SerDes IP quality even though it still doesnt fully match Broadcoms. [--]. Not only https://t.co/9hFlCCrpS2 UBSs TPU report what surprised me: [--]. In the TPU v8 generation MediaTeks ASIC service fee per TPU chip is less than half of Broadcoms. [--]. Google"
X Link 2026-02-10T17:24Z 110.2K followers, 30.6K engagements
"WOW "BYD's Sodium Ion battery can support [-----] cycles & has [--] yr warranty. Operates from [---] to +60 C. Can support 4C charging & 6C discharge." BYD announces its progress on Sodium Ion & Solid State Battery. GWh scale SSB is getting built right now & will install on small # of models in [----]. It will support fast charging long service life even in -30C climate. Its SIB is already in 3rd gen. Can support [-----] cycles & https://t.co/zDkSCnj2Ua BYD announces its progress on Sodium Ion & Solid State Battery. GWh scale SSB is getting built right now & will install on small # of models in 2027."
X Link 2026-02-10T20:51Z 110.2K followers, 26.4K engagements
"AI-generated ads (video or image) will be indistinguishable from the real thing by Q3 2026"
X Link 2026-02-10T21:00Z 110.1K followers, 25.9K engagements
"Going all fiber will reduce copper usage by [----] tonnes per GW or a 10%-12.5% reduction @zephyr_z9 Huawei uses fiber optic to reduce copper @zephyr_z9 Huawei uses fiber optic to reduce copper"
X Link 2026-02-11T06:26Z 110.1K followers, 25.5K engagements
"Did u listen to me anon "HBM production capacity going forward will shift from front-end processes (wafer fabrication) to back-end processes such as testing. In other words back-end capabilitiesincluding packaging and inspectionwill become the critical variable determining the pace of HBM capacity expansion." SMIC: HBM Supply Shortage Expected to Persist for Years Bottleneck Shifting to Back-End Processes SMIC CEO Zhao Haijun stated during an earnings call that AI computing demand will remain in a state of persistent shortage for a considerable period. He explained SMIC: HBM Supply Shortage"
X Link 2026-02-11T06:47Z 110.1K followers, 42.9K engagements
"LMAO even E glass is getting a 15% price hike First T-glass now E-glass prices are also rising. _ GF Overseas Electronic Communication: PCB Upstream Price Hikes Intensify The AI-driven demand surge is reigniting broad-based price increases across the PCB upstream and substrate supply chain. [--]. Glass Fiber: Renewed Price First T-glass now E-glass prices are also rising. _ GF Overseas Electronic Communication: PCB Upstream Price Hikes Intensify The AI-driven demand surge is reigniting broad-based price increases across the PCB upstream and substrate supply chain. [--]. Glass Fiber: Renewed Price"
X Link 2026-02-11T06:56Z 110.1K followers, 14.3K engagements
"@vikramskr tiktok too"
X Link 2026-02-11T07:35Z 110K followers, [----] engagements
""The model is very fast on the app" Looks like V4 mini is here A new DeepSeek model is coming The model appears to be available on the mobile app first. On the mobile app Im seeing a May [----] knowledge cutoff while the website shows a July [----] cutoff date The model is very fast on the app https://t.co/AOQ4bXbWqR A new DeepSeek model is coming The model appears to be available on the mobile app first. On the mobile app Im seeing a May [----] knowledge cutoff while the website shows a July [----] cutoff date The model is very fast on the app https://t.co/AOQ4bXbWqR"
X Link 2026-02-11T09:08Z 110.1K followers, 20.9K engagements
"We will have to wait for the true SOTA this one is 200B parameters (@yifan_zhang_ ) @gpuhell & @RYANHINGSHING told me that big v4 is still being trained and a small model will drop in Feb [--] weeks ago The modal day of DeepSeek update is Wednesday around this time (it's [--] PM in Beijing they've done most of the testing. Announcement weights tech report usually follow within 1-24 hours) It's happening. https://t.co/CHuFaPCuiM The modal day of DeepSeek update is Wednesday around this time (it's [--] PM in Beijing they've done most of the testing. Announcement weights tech report usually follow within"
X Link 2026-02-11T09:16Z 110.1K followers, 51.7K engagements
"Minimax M2.5 also dropped Minimax M2.5 Model Spotted on @happycapyai Check if you are seeing too https://t.co/lT7oOy0AcI Minimax M2.5 Model Spotted on @happycapyai Check if you are seeing too https://t.co/lT7oOy0AcI"
X Link 2026-02-11T09:22Z 110.1K followers, 17.4K engagements
"It's 285B Wonder what the active parameters are @teortaxesTex do u think the active param ratio will be below 1% @zephyr_z9 @yifan_zhang_ @gpuhell @RYANHINGSHING 285685🤯 @zephyr_z9 @yifan_zhang_ @gpuhell @RYANHINGSHING 285685🤯"
X Link 2026-02-11T09:43Z 110.1K followers, 18.3K engagements
"Opus level to be precise The make of one of China's most advanced coding models is public and has a market cap of less than $18 billion https://t.co/4057dg2U6j https://t.co/lqDMbKzCJ9 The make of one of China's most advanced coding models is public and has a market cap of less than $18 billion https://t.co/4057dg2U6j https://t.co/lqDMbKzCJ9"
X Link 2026-02-11T10:34Z 110.1K followers, 37.3K engagements
"Big imo M2.5 GLM-5 imo M2.5 GLM-5"
X Link 2026-02-11T15:47Z 110.1K followers, 14.9K engagements
"also remember that V4 mini is a 200B model with no engram the big boi will have crazy performance @dhtikna Although I still need to do some more testing my initial impression is: DS = G3 Pro G3 Flash. I haven't used Opus [---] properly yet so I'm not sure about that one. Compared to G3 Pro I didn't feel a huge difference in terms of overall long-context comprehension or search @dhtikna Although I still need to do some more testing my initial impression is: DS = G3 Pro G3 Flash. I haven't used Opus [---] properly yet so I'm not sure about that one. Compared to G3 Pro I didn't feel a huge"
X Link 2026-02-11T15:48Z 110.1K followers, 18.4K engagements
"@frontier_foid Why is it for the next release after that Something like v4.5"
X Link 2026-02-11T16:17Z 110.1K followers, [---] engagements
"@frontier_foid wait. so the big boi will launch soon as well"
X Link 2026-02-11T16:19Z 110.1K followers, [---] engagements
"I expect CoWoS to be higher and new packaging capacity in the form of CoPoS I plotted memory capacity vs demand and Im trying to break my own model. @zephyr_z9 Am I missing something Forward P/E of [--] on SK Hynix looks like an absolute bargain. Memory - $MU Samsung Sk Hynix $SNDK - HBM isnt usable without advanced 2.5D packaging. HBM stacks https://t.co/kRuEG7V12r I plotted memory capacity vs demand and Im trying to break my own model. @zephyr_z9 Am I missing something Forward P/E of [--] on SK Hynix looks like an absolute bargain. Memory - $MU Samsung Sk Hynix $SNDK - HBM isnt usable without"
X Link 2026-02-11T16:41Z 110.1K followers, 19.2K engagements
"@Alex_Intel_ @insane_analyst legacy"
X Link 2026-02-11T16:44Z 110.1K followers, [---] engagements
"Very strong model from GLM A bit behind Opus [---] but parity with Opus [---] at only 700B parameters"
X Link 2026-02-11T16:52Z 110.1K followers, 23.1K engagements
"Should have started with 1M context length GLM-5 was pre-trained on 28.5T tokens and uses DeepSeek Sparse Attention GLM-5 was pre-trained on 28.5T tokens and uses DeepSeek Sparse Attention"
X Link 2026-02-11T16:53Z 110.1K followers, 15.1K engagements
"RT @zephyr_z9: "200 tons of copper per gigawatt of AI demand" I think u misread the Nvidia 800V blog The [---] tons figure is for rack busbar"
X Link 2026-02-11T16:56Z 110.1K followers, [---] engagements
"👀👀👀 "GLM-5-Code is an enhanced programming version of GLM-5 which is more suitable for real programming and coding agents: more stable tool calls/more complete parameters and stronger front-end generation accuracy" "GLM-5-Code is an enhanced programming version of GLM-5 which is more suitable for real programming and coding agents: more stable tool calls/more complete parameters and stronger front-end generation accuracy""
X Link 2026-02-11T16:59Z 110.1K followers, 12.8K engagements
"Test the new Deepseek model Best model at long context rn @zephyr_z9 Did you ever fully use a 1M context Shits trash. Would rather have a 256K context length that is good then a 1M context that is shit. @zephyr_z9 Did you ever fully use a 1M context Shits trash. Would rather have a 256K context length that is good then a 1M context that is shit"
X Link 2026-02-11T17:26Z 110.1K followers, 14.3K engagements
"@_thomasip i highly doubt that many models very close to opus 4.5/ [---] codex exist"
X Link 2026-02-11T17:27Z 110.1K followers, [----] engagements
"Enterprise won't switch due to compliance issues Startups and individuals will GLM needs to build more products to drive adoption really looking forward to GLM [--] code US labs are in trouble when it comes to coding If chinese labs can always deliver 90% of the performance for a fifth or a tenth of the price they will capture a significant chunk of the marktet US labs are in trouble when it comes to coding If chinese labs can always deliver 90% of the performance for a fifth or a tenth of the price they will capture a significant chunk of the marktet"
X Link 2026-02-11T17:30Z 110.1K followers, 20.6K engagements
"@mweinbach context is still 128k"
X Link 2026-02-11T17:31Z 110.1K followers, [---] engagements
"RT @ArtificialAnlys: GLM-5 is the new leading open weights model GLM-5 leads the Artificial Analysis Intelligence Index amongst open weigh"
X Link 2026-02-11T20:18Z 110.1K followers, [--] engagements
"RT @Citrini7: The AI trade has turned vicious - far from the sanguine rally in the supply chain it is now pricing risk in from B2B SaaS to"
X Link 2026-02-11T20:43Z 110.1K followers, [--] engagements
"RT @synthwavedd: gemini-3.1-pro-preview"
X Link 2026-02-11T22:43Z 110K followers, [--] engagements
"WOW Strongest model from China Minimax-M2.5 SWE-Bench Verified: 80.2% Multi-SWE-Bench: 51.3% BrowseComp: 76.3% https://t.co/oIe9XwZ61R Minimax-M2.5 SWE-Bench Verified: 80.2% Multi-SWE-Bench: 51.3% BrowseComp: 76.3% https://t.co/oIe9XwZ61R"
X Link 2026-02-12T15:24Z 110.1K followers, 31.3K engagements
"Yup and at half the price @zephyr_z9 stronger than GLM [--] @zephyr_z9 stronger than GLM 5"
X Link 2026-02-12T15:27Z 110.1K followers, 24.1K engagements
"👀👀👀 Photomask demand is on the rise: $PLAB #DNP #Toppan https://t.co/BYB910cTQK Photomask demand is on the rise: $PLAB #DNP #Toppan https://t.co/BYB910cTQK"
X Link 2026-02-12T16:02Z 110.1K followers, [----] engagements
""better in coding/reasoning logic than [---] with crazy speed" Holy @_xjdr I have been vibetesting Minimax M2.5 on CC since a week. Its a wild model like an ultimate agentic workhorse. Found it better in coding/reasoning logic than [---] with crazy speed Give this model a hit. It really is kinda beast on Sys design/Backend stuff. https://t.co/6kFFUmafLY I have been vibetesting Minimax M2.5 on CC since a week. Its a wild model like an ultimate agentic workhorse. Found it better in coding/reasoning logic than [---] with crazy speed Give this model a hit. It really is kinda beast on Sys design/Backend"
X Link 2026-02-12T16:13Z 110.1K followers, 20.9K engagements
"The new whale model is scary at long context handling new DeepSeek just chewed through a [---] page scientific book like [--] seconds of prefill and [--] seconds of reasoning. [------] tokens by Gemini 3P's estimation. Their mutual evaluation: Gemini (thought 72s) concedes inferiority DeepSeek (thought 7s) relishes dunking on it. https://t.co/w95YxyYcNk new DeepSeek just chewed through a [---] page scientific book like [--] seconds of prefill and [--] seconds of reasoning. [------] tokens by Gemini 3P's estimation. Their mutual evaluation: Gemini (thought 72s) concedes inferiority DeepSeek (thought 7s)"
X Link 2026-02-13T06:42Z 110.2K followers, 21.1K engagements
""Any of these could rival Anthropic if given 300K H200s and [--] months" TRUE Companies with semi-frontier or frontier labs from memory: Alibaba (2+ labs) Ant BOSS Zhipin ByteDance DeepSeek Meituan MiniMax Moonshot OpenBMB RedNote StepFun Tencent Ubiquant Xiaomi zAI Any of these could rival Anthropic if given 300K H200s and [--] months Companies with semi-frontier or frontier labs from memory: Alibaba (2+ labs) Ant BOSS Zhipin ByteDance DeepSeek Meituan MiniMax Moonshot OpenBMB RedNote StepFun Tencent Ubiquant Xiaomi zAI Any of these could rival Anthropic if given 300K H200s and [--] months"
X Link 2026-02-13T06:48Z 110.2K followers, 23.7K engagements
"Craziest AI video I have ever seen Seedance made this MV ft. Kayne West. Its so well made that its going viral on Chinese internet. https://t.co/vUrlgIqVeX Seedance made this MV ft. Kayne West. Its so well made that its going viral on Chinese internet. https://t.co/vUrlgIqVeX"
X Link 2026-02-11T22:21Z 110.3K followers, 531K engagements
"NIO & BYD LMAO PENTAGON ADDS ALIBABA TO LIST OF CHINESE FIRMS AIDING MILITARY PENTAGON ADDS BYD TO LIST OF CHINESE FIRMS AIDING MILITARY PENTAGON ADDS BAIDU TO LIST OF CHINESE FIRMS AIDING MILITARY PENTAGON NAMES COSCO AMONG COMPANIES AIDING CHINESE MILITARY PENTAGON LISTS HUAWEI AMONG PENTAGON ADDS ALIBABA TO LIST OF CHINESE FIRMS AIDING MILITARY PENTAGON ADDS BYD TO LIST OF CHINESE FIRMS AIDING MILITARY PENTAGON ADDS BAIDU TO LIST OF CHINESE FIRMS AIDING MILITARY PENTAGON NAMES COSCO AMONG COMPANIES AIDING CHINESE MILITARY PENTAGON LISTS HUAWEI AMONG"
X Link 2026-02-13T14:20Z 110.3K followers, 38.4K engagements
"huh Humans are now censoring other humans in order to protect the feelings of AI bots. The word clanker is banned by many organizations (including on forums sub-reddits & discord servers). Why Because they view Clanker as a derogatory term for AI bot. Let that sink in. https://t.co/iYBg1dGxeg Humans are now censoring other humans in order to protect the feelings of AI bots. The word clanker is banned by many organizations (including on forums sub-reddits & discord servers). Why Because they view Clanker as a derogatory term for AI bot. Let that sink in. https://t.co/iYBg1dGxeg"
X Link 2026-02-14T19:20Z 110.3K followers, 13.9K engagements
"@mmjukic lots of compute and top class engineers as well"
X Link 2026-02-14T20:51Z 110.3K followers, [----] engagements
"Cuz both drug discovery and material discovery require finding the right molecule/compound (the labs are focusing on that) U can basically do both as the pipeline is similar @Citrini7 i like Insilico Medicine but can't understand why it suddenly went from pure drug discovery to drug discovery AND advanced material discovery (similar to XtalPi). why distract yourself + reallocate resources to non-drug discovery when you should be hyper focused on the extremely @Citrini7 i like Insilico Medicine but can't understand why it suddenly went from pure drug discovery to drug discovery AND advanced"
X Link 2026-02-16T05:43Z 110.3K followers, 14.9K engagements
"Altman & half of D.C. see this face in their nightmares twitter hype is out of control again. we are not gonna deploy AGI next month nor have we built it. we have some very cool stuff for you but pls chill and cut your expectations 100x twitter hype is out of control again. we are not gonna deploy AGI next month nor have we built it. we have some very cool stuff for you but pls chill and cut your expectations 100x"
X Link 2025-01-20T08:40Z 110.2K followers, 86.7K engagements
"Deepseek was releasing R1 today Wenfeng was securing AGI compute"
X Link 2025-01-20T15:34Z 110.2K followers, 744.7K engagements
"For anyone worried about Chinese gov stopping the open sourcing of Deepseek models after this Deepseek was releasing R1 today Wenfeng was securing AGI compute https://t.co/Wo4K0m5S6C Deepseek was releasing R1 today Wenfeng was securing AGI compute https://t.co/Wo4K0m5S6C"
X Link 2025-01-21T07:49Z 110.2K followers, 90K engagements
"Whale has the Mandate of Heaven now"
X Link 2025-02-17T11:44Z 110.2K followers, 470.4K engagements
"Whale dropped a nuke today That boy will single-handedly bring NVDA down That boy will single-handedly bring NVDA down"
X Link 2025-03-01T05:32Z 110.2K followers, 188.7K engagements
"Massive release from SiCarrier/Huawei They went ALL IN"
X Link 2025-03-26T06:08Z 110.2K followers, 245.6K engagements
"be me browsing Twatter see post from "Arcarae" mfw I've never heard of it "I am excited to announce that Arcarae has $2.5M in funding" holy shit some VC actually fell for it their mission is to "help humanity remember and unlock the power each individual holds within themself" so it's a horoscope but with more steps "computationally modeling higher-order cognition and subjective internal world models" translation: we're making a chatbot that says "and how does that make you feel" an immersive universe for self-discovery and MIRROR our AI research implementing cognitive inner-monologue in LLMs"
X Link 2025-08-31T07:44Z 110.2K followers, 379.4K engagements
"be Jie Tang CS professor at Tsinghua literally the MIT of China [----] see the GPT wave coming a mile away decide the Middle Kingdom needs its own sovereign AI found Zhipu AI with the boys from the lab literally the first to build large language models in China a true pioneer [----] OpenAI is winning everyone is playing catch-up not this gigachad Zhipu's models start getting scary good US Gov takes notice "A threat to national security" gets the entire company entity-listed full blacklist mode tfw you're so powerful the world's sole superpower sees you as a threat doesn't even flinch keeps"
X Link 2025-09-01T18:30Z 110.2K followers, 227.4K engagements
"LLaMA dev at Meta [----] just finished "training" LLaMA [--] Maverick on [------] H100s cost more than Zuck's entire Hawaiian bunker complex we're gonna own these Chinese open-source posers @teortaxesTex on Twitter posts a link to a paper from "DeepSeek" some guys from Hangzhou their model "R1" is topping the charts lol probably just overfitted trash boss runs into the bullpen face whiter than a sheet "THEY DID WHAT ON [----] GPUS" mfw their paper shows R1 was trained on a fraction of our compute their architecture is some galaxy-brain shit we didn't think of absolute panic Zuck's personal android"
X Link 2025-09-03T14:38Z 110.2K followers, 200.9K engagements
"be me Intel world domination status: achieved have a license to print money with x86 life is good be [----] some fruit company named Apple shows up "hey can you make a chip for our new phone" my CFO brain activates look at their offer. pathetic my margins my beautiful margins "lmao no" I tell them "get that low volume low margin peasant shit out of my office" tell them to go bother some Korean foundry they call it the "iPhone" it only sells like a bazillion units oops.mp4 should have listened to my gut but my gut was too busy counting shareholder dividends speaking of shareholders CEO is now a"
X Link 2025-09-09T16:42Z 110.2K followers, 1.2M engagements
"be me Larry Ellison [----] smoking a cigar looking at a blank whiteboard with two other nerds "So the CIA wants a database. Let's call it. Oracle. Sounds mysterious." "What about Version 1" "Skip it. Version [--] is for beta cucks. We start at [--]. Everyone will think they missed something." It works. Absolute chaos. IBM is malding. 1990s Competitor releases a cool new database feature see feature "Good artists copy great artists steal" tell my devs to copy it but make it more expensive devs say it will take [--] months "I don't care. Tell sales to sell it now. We'll figure it out later." Sales"
X Link 2025-09-10T13:14Z 110.2K followers, 84.2K engagements
"be me NVIDIA in [----] making GPUs so gamers can play World of Warcraft in HD Jensen Huang has a vision "what if we made them do. math" entire boardroom thinks he's finally lost it create CUDA a software prison so elegant academics will volunteer to be inmates gamers are confused. "Will this make Crysis run faster" Jensen: ".no :)" fast forward to [----] AI researchers hopped up on adderall and free pizza discover they need a shitload of matrix multiplication to make cat pictures their Intel Xeons are crying smoking and filing for divorce they discover CUDA "holy shit this math thing you made is"
X Link 2025-09-11T13:54Z 110.2K followers, 627.6K engagements
"be me Sam Altman the God King of OpenAI building the literal future making AGI printing money with Microsoft life is good November [----] get a text from the Evil Council of Elders (the board) "hey pls join a google meet tomorrow k thx" weird but whatever. probably just want to discuss the new office snacks next day join the call instead of discussing office snacks they hit me with the corporate jargon "Sam you have not been consistently candid in your communications." translation: "you didn't cc: us on an email about the office McNugget party you monster" they vote to fire my ass get virtually"
X Link 2025-09-11T20:19Z 110.2K followers, 95.7K engagements
"be nvidia want to sell more GPUs to china why check the CUDA developer stats ohfugg.jpg half of them are chad chinese developers see them starting to play with Huawei's "Ascend" chips mfw the two biggest inference engines (vLLM SGLang) were literally made by them realize you're losing the people who build your entire goddamn ecosystem suddenly feel like you're selling a game console but the best game devs are switching to a new one "We are how you say profoundly and deeply f**ked." - Jensen probably You have to ask - why is Nvidia so obsessed with selling to China Why not put our American"
X Link 2025-09-13T08:47Z 110.2K followers, 107.1K engagements
"be American soyboi plant [--] million acres of beans check futures: "literally gold with pods" ping China: usual [--] million tons China: lol tariffs go brrrr we buying from Brazil now try selling to vegans: they only want organic non-GMO sadness offer free soy latte with every [--] ton purchase still no takers Congress: "just eat more tofu bro" farmers: "sir this is Iowa" mfw Trump tweets "trade wars are good & easy" while my field turns into Minecraft jungle WSJ: U.S. FARMERS SET TO HARVEST TENS OF MILLIONS OF TONS OF SOYBEANS BUT FACE MAJOR PROBLEM AS WORLDS BIGGEST BUYER REFUSES TO PURCHASE"
X Link 2025-09-13T09:45Z 110.2K followers, 99.9K engagements
"be [--] year old Taiwanese STEM grad top 10% of class land prestigious job at world-famous ODM sweatshop starting salary: 22K NTD/month same as [----] intern subsidy boss proudly announces 0.5% raise beats inflation if you dont eat shareholders pocket record profits buy 5th luxury condo in Taipei I rent a [--] ping taofang with a balcony illegally bolted to the wall balcony collapses landlord keeps deposit for renovation check GDP per capita: $33k wonder if Im a rounding error calculate I can own a house in [--] years dating app bio: Looking for co-signer not soulmate match rate: [--] even ghosts swipe"
X Link 2025-09-14T11:05Z 110.2K followers, 313.3K engagements
"be Zuck in [----] Facebook sounds evil lets rebrand to Meta announce the metaverse everyone must live in legless VR burn $45 Billion faster than a Tesla in a junkyard Horizon Worlds graphics look like Wii Sports rejected beta user gets digitally groped [--] seconds into first login mandatory 4-foot grope bubble becomes top feature Quest headsets sell [--] Million collect dust in [--] million closets Reality Labs loses $17 Billion in one year employees play musical org-charts promote Instagram latte expert to lead VR physics what could go wrong shareholders scream please stop Zuck: losses will"
X Link 2025-09-14T13:19Z 110.2K followers, 749.1K engagements
"be Wang Xingxing [----] broke grad student builds knockoff robo-dog in dorm names it XDog because originality costs extra video drops on Bilibili goes harder than a TikTok thirst trap comments: cute but can it undercut Boston Dynamics by 90% challenge accepted.jpg found Unitree next Tuesday with $27 and a coupon for instant noodles mission statement: make bots cheaper than ur moms smartphone first product Go1 priced at $2.7k Spot still asking $74k like its Gucci VCs laugh Meituan slides in the DMs with a suitcase of cash Alibaba & Tencent jump in suddenly its a national Pokmon spin up in-house"
X Link 2025-09-15T15:45Z 110.2K followers, 53.9K engagements
"be CFO of Lululemon [----] earnings call opens like a funeral dirge Americas revenue limps +1% comparable sales down 4% U.S. foot traffic nosedives 8.5% stores emptier than my exs heart CEO on mic: product assortment feels stale translation: weve been reskinning the same black legging since [----] meanwhile Vuori bros doing pushups on $1B revenue Alo Yoga opens 100th sanctuary store selling zen flavored spandex our R&D budget went to renaming Luon to Luon [---] and adding one extra seam customer walks in tags still $128 walks right back out to ONs 21% growth rocket China saves the quarter: +25% but"
X Link 2025-09-15T22:41Z 110.2K followers, 324.8K engagements
"be Tiger Global in [----] peak galaxy-brain VC strategy: Ctrl-C SoftBank Ctrl-V but faster DD checklist: 1) Is it tech 2) Does chart go up 3) Profit (optional) Zoom pitch at 9:01 AM term sheet spammed by 9:07 board seat declined by 9:08 interns job: refresh TechCrunch yell unicorn every time valuation $1B get promoted [----] earnings call: Were time-traveling to [----] prices deploy $10B faster than a freshman deploys parents tuition on Ripple portfolio diversity: [--] % software [--] % software that ships food to software engineers Peloton: post-pandemic treadmill-to-nowhere still worth [--] revenue"
X Link 2025-09-16T04:53Z 110.2K followers, 118.4K engagements
"be Sherwin-Williams 158-year-old paint empire Q2 2025: sales up [--] % EPS down [--] % stock still up because number go brrr CEO on earnings call: softness is transitory also transitory: 401(k) match now paused temporarily tweet we care about employees in Helvetica [---] pt HR adds footnote: care does not include compound interest Trump tariffs hit titanium dioxide now costs its weight in MAGA hats resin priced like its bottled at Mar-a-Lago interest rates parked at [---] % like a rusted pickup nobody can afford to tow store manager: Sir the customers are just browsing the color chips for warmth plant"
X Link 2025-09-16T06:05Z 110.2K followers, 142.8K engagements
"be me Elon "GPU golem" Musk "we're gonna build a [--] M sqft GPU temple in [--] months get the warehouse keys" entire OpenAI campus still arguing over lunch menu I already poured 40k yards of concrete power lol just buy a dead Duke Energy plant in Mississippi regulators let me spin turbines without a permit Tennessee eco-twitter: "no gas turbines in Memphis" move [---] ft south "what turbines" rent [---] MW of Solaris turbines literally Airbnb for gas NYSE shows xAI = [--] % of Solaris order book stock ticker changes to "$ELON_NEED_POWER" Oracle still waiting for concrete to cure I already have 119"
X Link 2025-09-16T21:47Z 110.2K followers, 201.1K engagements
"be soyboy Moskovitz Zucks leftover spare build Asana the Excel-of-feelings for HR girlies search bar returns your exs Venmo instead of a due date stock down 90% call it verticalized mindfulness every earnings call: were pivoting to AI AI feature just Clippy in a yoga mat charge $20k/yr to teach Fortune [---] the art of wrist pain Reddit threads documenting Asanas missing backup/restore feature get memory-holed faster than Hunters laptop call quarterly earnings a vibes based rugpull launder the bag thru Open Philanthropy claim politically neutral while signing 8-figure checks to every Dem PAC"
X Link 2025-09-17T16:09Z 110.2K followers, 125.3K engagements
"be Germany export gigachad of Europe 2021: "lmao just gonna sip cheap Russian pipe-gas and print cars forever" 2022: Putin speed-runs Special Gasectomy replaces pipeline with [--] overpriced boat gas because ethics BASF looks at bill Thyssen looks at bill both pack [--] bn and ghost to Texas China decides BYD BMW cancels orders like bad Tinder date USA threatens [--] % tariff we front-load cars like its Black Friday Q2 orders evaporate faster than Oktoberfest piss global supply chains do friend-shoring we are not the friend demographic_cliff.png Bavaria has [--] % job slots empty even the robots"
X Link 2025-09-19T12:54Z 110.2K followers, 678K engagements
"Sandisk's stock price has nearly tripled since this tweet Seagate has nearly doubled Compute & storage demand would go parabolic once proper long video generation comes online (15min-1hr) Lots of good memory (SSD & HDD) stocks can be picked up rn https://t.co/LRO2Vl6wDV Compute & storage demand would go parabolic once proper long video generation comes online (15min-1hr) Lots of good memory (SSD & HDD) stocks can be picked up rn https://t.co/LRO2Vl6wDV"
X Link 2025-09-21T22:33Z 110.2K followers, 209.2K engagements
"be me mid-tier autist with RH gold and a gut feeling June 2025: normies chasing NVIDIA at [---] earnings Im buying boring Sandisk & Seagate calls so out-of-the-money theyre basically orbit FinTwit laughs: HDDs are the new dial-up bro AI video drops 1-hr clip = [---] GB bigger than my first [--] laptops combined every hyperscaler on Earth suddenly needs a exabyte just for the cat-filter model September: Sandisk +300 % Seagate +200 % my 10k yolo now a down-payment on a lambo analysts call it THE MEMORY SUPERCYCLE like they didnt just learn the word yesterday hot storage = NVMe buns fresh off the grill"
X Link 2025-09-22T12:56Z 110.2K followers, 92K engagements
"be me Oracle sales rep just woke up from a coke nap phone rings: OpenAI needs [--] GW they asked for you by name immediately book entire state of Texas as a data corridor announce $100B investment stock rockets $300B because math is optional NVDA jumps in: well also invest $100B in GPUs that we make money does U-turn faster than a TikTok trend with a 24-hour half-life headline: AI industry valued at $3T actual compute unchanged analysts call it synergistic circularity rest of us call it washing machine SEC asks for clarification we send them a maze with no exit be Satya watching from window"
X Link 2025-09-22T16:47Z 110.2K followers, 89.2K engagements
"be CRDO the purple cable that prints money [---] % in [--] months still not a meme on WSB sell $200 purple ethernet cord to Zuck call it HiWire AEC Zuck plugs 400G AI cluster in instantly saves [--] % on power bill he tells Bezos Bezos tells Satya Satya tells Sundar hyperscalers lining up for that 7-meter dominatrix cord competition: Broadcom Marvell three cable boomer companies CRDO files patent lawsuits like its Pokmon gotta sue em all Amphenol crying in corner Molex rebranding as Mol-exit analyst asks about customer concentration CEO: were diversified: Meta MSFT and the other Meta vertical"
X Link 2025-09-23T19:54Z 110.2K followers, 112.2K engagements
"Alibaba Qwen officially achieves frontier lab status LFG"
X Link 2025-09-23T20:34Z 110.2K followers, 106.4K engagements
"REPEAT AFTER ME: The MODEL is the PRODUCT"
X Link 2025-09-25T18:27Z 110.2K followers, 229.6K engagements
"They cracked cheap long context LFG"
X Link 2025-09-29T10:13Z 110.2K followers, 161.9K engagements
"Tracking unusual option purchases is the fastest way to make money nowadays Woah. $6M+ of $AMD OTM Calls is Super Unusual https://t.co/9djCfQBPc9 Woah. $6M+ of $AMD OTM Calls is Super Unusual https://t.co/9djCfQBPc9"
X Link 2025-10-06T13:29Z 110.2K followers, 742.9K engagements
"BRUH long $SPRB. my price target is $500. rare disease is my specialty. the ERT for Sanfilippo will be approved (CMC notwithstanding) and be the new standard of care. long $SPRB. my price target is $500. rare disease is my specialty. the ERT for Sanfilippo will be approved (CMC notwithstanding) and be the new standard of care"
X Link 2025-10-06T19:10Z 110.2K followers, 218K engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing