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

@DDBlakeFischer Avatar @DDBlakeFischer Blake Fischer

Blake Fischer posts on X about $adi, $txn, $nxpi, $ifnny the most. They currently have XXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

Engagements Line Chart

Mentions: X #

Mentions Line Chart

Followers: XXXXX #

Followers Line Chart

CreatorRank: XXXXXXXXX #

CreatorRank Line Chart

Social Influence #

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

Social topic influence $adi #5, $txn #24, $nxpi #7, $ifnny #2, $stm #7, $tsm 4.69%, $goog 4.69%, texas instruments #42, $ttd 3.13%, $417m XXXX%

Top accounts mentioned or mentioned by @rihardjarc @hermesinvest1 @saynototrading @johnhuber72 @kobeissiletter @invest091 @shivamkashan @compoundingcap1 @quantkurtis @biancoresearch @stocksavvyshay @stockmarketnerd @theallinpod @revcap @barchart @borrowedideas @peterschiff @cnbc @apompliano @philrosenn

Top assets mentioned Aditus (ADI) Texas Instruments (TXN) NXP Semiconductors NV (NXPI) Streamity (STM) Taiwan Semiconductor (TSM) Alphabet Inc Class A (GOOGL) Trade Desk, Inc. (TTD) Metadium (META) Analog Devices, Inc. (ADI) NVIDIA Corp. (NVDA) Advanced Micro Devices (AMD) SPDR GOLD ETF (GLD) Apple, Inc. (AAPL) Tesla, Inc. (TSLA) Intel Corporation (INTC) Spacemesh (SMH) Bitcoin (BTC)

Top Social Posts #

Top posts by engagements in the last XX hours

"@SayNoToTrading How do you think about their business model enduring as autonomous driving evolves Waymo data reports XX% less accidents. Ive often admired Coparts business but cant shake that its just a matter of time until their supply (and demand) is halved and then halved again"
X Link @DDBlakeFischer 2025-09-29T17:01Z 1441 followers, XXX engagements

"The most investable in my opinion is Analog Devices Their margins are best in class and $ADI consistently employs capital into accretive acquisitions. They outsource fabrication to $TSM to double down on design innovation This mirrors fabless logic designers like $NVDA & $AMD"
X Link @DDBlakeFischer 2025-10-12T21:05Z 1441 followers, XX engagements

"Texas Instruments is the broadest and most diverse producer of analog with over 80000 designs. TXN prioritizes internal fabrication producing nearly all of its chips so CAPEX is by far the highest. CAPEX as % of revenue: $TXN: XX% $STM: XX% $IFNNY: XX% $NXPI: X% $ADI: 5%"
X Link @DDBlakeFischer 2025-10-12T20:16Z 1441 followers, XXX engagements

"@rev_cap Ever heard of AWS"
X Link @DDBlakeFischer 2025-10-14T21:29Z 1441 followers, XXX engagements

"@Barchart Gold charts of all time periods are starting to look identical 1Y 10Y 25Y charts of Gold: $GLD $IAU"
X Link @DDBlakeFischer 2025-10-15T18:44Z 1443 followers, XXX engagements

"$STM is the least investable. Capex heavy low margins too dependent on $AAPL $NXPI & $IFNNY are interesting. Revenues are concentrated to automotive but each are key players in EVs & AVs like $TSLA robotaxi and $GOOG Waymo which will dominate transportation eventually"
X Link @DDBlakeFischer 2025-10-12T21:35Z 1441 followers, XXX engagements

"Largest analog producers by revenue: $IFNNY $17B $TXN $16B $STM $12B $NXPI $12B $ADI $10B But not all revenues are created equal. Ranked by operating profit adjusted for amortization: $TXN: $6B $ADI: $4B $IFNNY: $3.5B $NXPI: $3B $STM: $1B TXN & ADI lead"
X Link @DDBlakeFischer 2025-10-12T20:05Z 1441 followers, XX engagements

"@borrowed_ideas Jarc is right to point out that the useful life may be compressing as product cycles quicken - and even more so in a world of limited power. Will be paying attention to these developments at AWS and their peers. Thanks for sharing I enjoyed the read very much"
X Link @DDBlakeFischer 2025-10-16T04:20Z 1443 followers, XX engagements

"Why would anyone own The Trade Desk when you can own the walled gardens Jeff Green complains about on every earnings call $TTD TTM Net Income: $417M TTM PE: XX XX PE: XX $GOOG TTM Net Income: $115B TTM PE: XX XX PE: XX $META TTM Net Income: $71B TTM PE: XX XX PE: 22"
X Link @DDBlakeFischer 2025-10-08T21:56Z 1441 followers, XXX engagements

"Texas Instruments is probably second. $TXN has the most diverse revenue base of analog products embedded into 80000+ industrial & automotive components with long life cycles typical to analog. Their scale & diversity make TXN the least cyclical and a cost leader w high margins"
X Link @DDBlakeFischer 2025-10-12T21:18Z 1440 followers, XXX engagements

"$NXPI has higher margins + more stable revenues than $IFNNY. Its markets are mature & less cyclical Infineon is more cyclical but growing faster. Its products are more commoditized and capex-heavy but the markets it serves (EVs industrial renewables) are expanding rapidly"
X Link @DDBlakeFischer 2025-10-12T21:46Z 1441 followers, XX engagements

"Analog has not been primarily dependent on Moores Law around 3/4 of analog chips are produced on 180nm or larger nodes. - Chris Miller Chip War Vs 3nm for modern logic chips Capex XX% lower than logic chips Analog has superior economics. $TXN $ADI $SMH $TSM $INTC"
X Link @DDBlakeFischer 2025-10-12T19:37Z 1443 followers, XXX engagements

"3-5 Year Estimated Revenue CAGR: $ADI: 10-14% $TXN: 7-11% $IFNNY: 6-13% $STM: 5-9% $NXPI: 5-7% But remember margins vary significantly so ADI & TXN turn much more of this revenue into earnings than STM & Infineon"
X Link @DDBlakeFischer 2025-10-12T20:47Z 1440 followers, XX engagements

"@APompliano @philrosenn Defining bitcoin as the measure of purchasing power is a dishonest take. Nobody buys anything in bitcoin ever. Since 2020 the purchasing power of gold has increased against most assets including real estate wages food and energy. Long btc but short bad takes like this"
X Link @DDBlakeFischer 2025-10-13T04:28Z 1441 followers, XX engagements

"Designers like $ADI & $NXPI employ a hybrid model fabricating some but not all product in-house. Both designers use $TSM and TSMC-led joint ventures in Japan and Europe. NXP also has foundry partners in Singapore and China. Both spend significantly more on R&D than $TXN"
X Link @DDBlakeFischer 2025-10-12T20:27Z 1440 followers, XX engagements

"@thexcapitalist Why would anyone own The Trade Desk when you can own the walled gardens Jeff Green complains about on every earnings call $TTD TTM Net Income: $417M TTM PE: XX XX PE: XX $GOOG TTM Net Income: $115B TTM PE: XX XX PE: XX $META TTM Net Income: $71B TTM PE: XX XX PE: 22"
X Link @DDBlakeFischer 2025-10-09T02:39Z 1440 followers, XXX engagements