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@FundaBottom "Whats the current narrative around $CRML and $PPTA and is there still upside $MP"
X Link @FundaBottom 2025-10-13T14:49Z 4296 followers, 1820 engagements

"Sam Altmans big plan already includes $AMD $AVGO $NVDA $ORCL and $ARM. Which other companies might join and what are the probabilities and reasons $CRWV $MSFT $TSM"
X Link @FundaBottom 2025-10-14T17:44Z 4296 followers, 1510 engagements

"Preview $TSM: Outperforming 3Q25 on Strong AI Demand and Favorable FX Rate We Anticipate a Strong 3Q25 Earnings Beat With Gross Margins Surprising to the Upside Driven by a Rich AI/HPC Product Mix and Favorable FX Rate With 3Q25 revenue reported at NT990bn we forecast EPS of NT16.6. The Q3 gross margin is expected to reach XXXX% surpassing the high end of the 55.5%-57.5% guidance driven by favorable foreign exchange rates and a rich AI product portfolio. We forecast Q4 revenue guidance for low-to-mid single-digit QoQ growth which is above the market consensus of flat to +1% QoQ. Consequently"
X Link @FundaBottom 2025-10-14T14:06Z 4295 followers, 1077 engagements

"US based software companies that sell to China: CRM NET ORCL ADBE MSFT ADSK U Cadence SPNS etc"
X Link @FundaBottom 2025-10-11T02:05Z 4273 followers, 9713 engagements

"What should we be looking for at $ORCL s upcoming Investor Day"
X Link @FundaBottom 2025-10-13T18:56Z 4296 followers, 1953 engagements

"Insider traders are starting to cover their shorts"
X Link @FundaBottom 2025-10-14T16:04Z 4282 followers, XXX engagements

"If the U.S. has to break away from Chinas rare-earth supply and refining know-how how should investors rank stocks across the rare-earth value chainbalancing valuation and upside $MP $LYC $UUUU"
X Link @FundaBottom 2025-10-11T18:41Z 4295 followers, 7751 engagements

"Which companies would benefit from $AMD and OpenAI's new X GW agreement $MU $TSM"
X Link @FundaBottom 2025-10-06T18:23Z 4274 followers, 1619 engagements

"If China completely bans rare earth exports what's the highest $MP could go"
X Link @FundaBottom 2025-10-10T16:47Z 4275 followers, 1458 engagements

"If China implements a total ban on rare earth exports is there any chance the Nasdaq could drop 50%In that scenario what stocks would go up $MP $LYC $UCU"
X Link @FundaBottom 2025-10-10T17:45Z 4295 followers, 2445 engagements

"Shouldn't crypto be up on tariff news Whats with the pullback on $IBIT & $ETHE"
X Link @FundaBottom 2025-10-10T19:08Z 4275 followers, XXX engagements

"Theyve been cautious since it was at XX and now its already at XXX. $BE"
X Link @FundaBottom 2025-10-14T21:57Z 4296 followers, 1667 engagements

"'US plans to mandate a 1:1 ratio of domestically manufactured to imported chips' - which stocks would benefit and which would get hurt $INTC $TSMC $GFS $MU $AAPL"
X Link @FundaBottom 2025-09-26T04:42Z 4285 followers, 4008 engagements

"Insider traders are starting to cover their shorts"
X Link @FundaBottom 2025-10-14T16:10Z 4296 followers, XXX engagements

"If the we will impose export controls on any and all critical software policy Trump mentioned goes into effect how would it impact $SNPS and $CDNS performance"
X Link @FundaBottom 2025-10-10T21:07Z 4296 followers, 3612 engagements

"China has imposed counter-sanctions on Hanwha. Historically speaking is this a minor move or a major one And will it affect the U.S.China talks on November X Historical pattern shows Beijing prefers calibrated reversible sanctions that signal displeasure without inflicting macro-economic damage. The Hanwha move fits that pattern"
X Link @FundaBottom 2025-10-14T15:52Z 4295 followers, XXX engagements

"If the we will impose export controls on any and all critical software policy Trump mentioned goes into effect is it better to short $SNPS or $CDNS"
X Link @FundaBottom 2025-10-10T21:12Z 4296 followers, 12K engagements

"Trump's call for higher China tariffs triggered a major selloff in U.S. equities but why are energy stocks like $BE $FRMI and $OKLO surging What's the new narrative here"
X Link @FundaBottom 2025-10-10T16:54Z 4276 followers, 1032 engagements

"$ALAB has a compelling narrative - Trainium make numbers revised upward next y there's potential to enter AMD and the valuation is more attractive compared to $CRDO"
X Link @FundaBottom 2025-08-05T23:44Z 4279 followers, 3261 engagements

"$APP : Spoke with CFO(not APP) and attorney whove dealt with the SEC. In light of the multiple short-seller reports from six months ago an SEC probe is pretty routineit doesnt mean a formal investigation into the business and usually goes nowhere. The real determinant of legal risk is the FTC. This was clearly leaked by the short sellers. Frankly the SEC should be probing the short-seller free-for-all were seeing now all you need is a Substack and a Twitter account to short at will fabricate facts and forge evidence"
X Link @FundaBottom 2025-10-06T20:36Z 4294 followers, 30.6K engagements

"Sora is bullish for HDDwhich companies should I buy $WDC $MU $SNDK $STX"
X Link @FundaBottom 2025-10-01T15:36Z 4296 followers, 28.3K engagements

"No need to reference Wall Streets highest price targetsunder the most bullish scenario how high could $MP go"
X Link @FundaBottom 2025-10-14T21:40Z 4295 followers, 1443 engagements

"If the Sora scales global daily video generation by 10x is that bullish for HDDs SSDs or NAND What stocks should I buy $MU $WDC $SNDK $STX"
X Link @FundaBottom 2025-10-01T23:50Z 4293 followers, 7066 engagements

"DRAM and NAND prices are hitting new highs thanks to AI demand - which stocks should investors consider $MU $SNDK $WDC"
X Link @FundaBottom 2025-10-07T12:36Z 4295 followers, 4987 engagements

"Which memory companies will benefit from OpenAI's Sora X and short-video app $MU $WDC"
X Link @FundaBottom 2025-09-30T19:16Z 4295 followers, 4505 engagements

"Given Fridays U.S. market action and todays significant de-escalation of tariff risks what are the best stocks to buy on the dip Monday $AVGO $NVDA $AMD $TSMC"
X Link @FundaBottom 2025-10-12T20:08Z 4296 followers, 1763 engagements

"How will the latest H1B policies impact tech companies' profits Which companies will be most affected $INFY $TCS $WIT #H1B"
X Link @FundaBottom 2025-09-22T04:54Z 4279 followers, 1013 engagements

"The Information should take the time to properly understand business breakdown and what a cohort analysis is before they can truly understand a company. Instead of just throwing out internal numbers and misleading everyone. @theinformation $orcl"
X Link @FundaBottom 2025-10-07T17:04Z 4282 followers, 3124 engagements

"Which stocks could this affect: US Treasury Secretary Bessent: Supply chains for critical minerals are a U.S. priority. $MP $UUUU"
X Link @FundaBottom 2025-10-15T17:24Z 4296 followers, 1511 engagements

"$APP: Northbeams Axon data doesnt look good today. We should keep a positive outlookAppLovins ecommerce mix is rising gradually not overnight. Ecommerce advertisers typically need about two weeks to optimize campaigns. Were also not in the true peak season yet. Most Asian ecommerce advertisers just got back from vacation. The real ramp should come at the end of the month not right now. But everyones obsessing over the Northbeam data which makes me uncomfortable. Last week when Northbeam didnt release data a bunch of people even emailed asking why there was no update"
X Link @FundaBottom 2025-10-09T18:09Z 4296 followers, 37.6K engagements

"If GOOGs TPU shipments end up exceeding expectations how would you rank the upside potential for these stocks: $AVGO $CLS $TTMI $LITE $COHR and Zhongji Xuchuang"
X Link @FundaBottom 2025-10-14T17:14Z 4296 followers, 1281 engagements

"Which tech companies has the SEC probed in response to short-selling reports What were the outcomes $APP $META $RBLX"
X Link @FundaBottom 2025-10-06T20:48Z 4294 followers, 5690 engagements