[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.]

@DrNHJ 루팡

루팡 posts on X about $nvda, dram, samsung, momentum the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

X Week XXXXXX -XX%
X Month XXXXXX +125%
X Months XXXXXX +78,113%
X Year XXXXXX +18,106%

Mentions: XX #

X Week XX -XXXX%
X Month XXX +173%
X Months XXX +13,600%
X Year XXX +820%

Followers: XXXXX #

X Week XXXXX +4.40%
X Month XXXXX +11%
X Months XXXXX +221%
X Year XXXXX +227%

CreatorRank: XXXXXXXXX #

Social Influence #

Social category influence stocks technology brands currencies finance countries celebrities

Social topic influence $nvda #2842, dram #71, samsung, momentum #2980, nvda #387, taiwan, $mu #115, investment #5206, $6669tw #13, $6753t

Top assets mentioned NVIDIA Corp. (NVDA) Micron Technology, Inc. (MU) Taiwan Semiconductor (TSM) Oracle Corporation (ORCL) Cipher Mining Inc. Common Stock (CIFR) Alphabet Inc Class A (GOOGL) Morgan Stanley (MS) Dell Technologies, Inc. (DELL)

Top Social Posts #

Top posts by engagements in the last XX hours

"Needham Raises Cipher Mining ( $CIFR) Price Target from $XX to $XX Maintains Buy Rating Needham evaluated the Fluidstack lease which is backstopped by Google as more attractive than previously anticipated. In particular Cipher Mining will retain XXX% of the economics for the initial 168MW which differs from Needhams earlier expectation of a joint venture structure. Needham emphasized that Cipher Mining is one of the largest companies with a potential power pipeline of 2.4GW. This includes 170MW of NT power secured from the Stingray and Reveille projects in 20262027. The research firm issued"
X Link @DrNHJ 2025-09-30T13:20Z 3704 followers, XXX engagements

"AI Boom Drives Explosive Demand ADATA Warns of Major Global Memory Shortage - $MU Samsung Sk hynix Chairman Simon Chen: The Rice Jar Is Empty DRAM NAND and HDD All in Short Supply Global memory module manufacturer ADATA Technology Chairman Simon Chen () said that the worlds memory market is facing a rare full-scale supply shortage. For the first time in history the four major product categories DRAM NAND and HDD are all simultaneously in short supply he stated. The explosive demand triggered by the AI boom has completely drained the rice jars of the three major upstream memory manufacturers."
X Link @DrNHJ 2025-10-13T23:45Z 3745 followers, XXX engagements

"SK hynix Mirae Asset Securities Semiconductor Analyst: Kim Young-Gun General-Purpose Memory Market Under Pressure but Upgrade in Rating We upgrade our investment rating on SK hynix from Neutral Buy and raise our target price to 520000 (from 300000) an increase of 73%. Our 2026 operating profit estimate rises to XXXX trillion (from XXXX trillion) and our target P/B multiple increases to XXX (from 1.7) up XXXX% and XXXX% respectively. We judge that the rebound in the general-purpose memory market has come earlier and stronger than we previously expected. For FY2026 we estimate DRAM bit growth"
X Link @DrNHJ 2025-10-13T07:51Z 3740 followers, XXX engagements

"Morgan Stanley upgraded Micron Technology ( $MU) from Equalweight to Overweight and raised its price target from $XXX to $XXX. The upgrade comes as the core momentum in DRAM pricing continues to exceed expectations. Morgan Stanley projects that DRAM prices could rise by double digits quarter-over-quarter in both Q4 2024 and Q1 2025. The firm also noted that industry contacts increasingly believe DRAM supply may remain tight for several quarters. In particular DDR5 spot prices have already climbed XX% since Microns most recent guidance. Morgan Stanley placed special emphasis on the server"
X Link @DrNHJ 2025-10-06T07:23Z 3740 followers, XXX engagements

"Wiwynn Ramps Up Factory Construction Amid Soaring AI Orders Strong AI server demand order visibility through 2027 Production capacity still insufficient Wiwynn has seen a sharp rebound in performance and growth momentum this year driven by robust customer demand. At the groundbreaking ceremony for its new headquarters in Neihu Taipei on October X Chairwoman and Chief Strategy Officer (CSO) Emily Hong (Hong Li-ning) stated The entire industry is booming. Wiwynns performance this year will show significant growth compared to last year and the outlook for next year (2026) is also very"
X Link @DrNHJ 2025-10-02T23:23Z 3746 followers, XXX engagements

"Samsung Electronics Posts Surprise Q3 Operating Profit of XX Trillion Won Record Sales of XX Trillion Won Highest Profit in Three Years Operating Profit Rebounds to 10-Trillion-Won Level After One Year Semiconductor Profit Estimated at X Trillion Won HBM Demand Strong; Non-memory Loss Narrows Samsung Expected to Lead Memory Growth Among Big Three Next Year Samsung Electronics delivered a major earnings surprise in the third quarter of 2025 reporting an operating profit of over XX trillion won far exceeding market expectations and marking a full recovery from the weak performance of the"
X Link @DrNHJ 2025-10-13T23:30Z 3745 followers, XXX engagements

"Memory 3Q Preview: Turning Upward Samsung Securities Semiconductors & IT / Lee Jong-wook The uptrend in commodity DRAM prices has begun to materialize and we have accordingly raised our estimates. In this revision we have increased our projected ASP growth for commodity DRAM in 3Q and 4Q from X% and X% to XX% and XX% respectively. Meanwhile the long-term outlook for AI-related demand has become even clearer. Recent investments by big tech companies are increasingly focused on long-term supply contracts of five years or more which we believe reduces investors risk perceptions regarding"
X Link @DrNHJ 2025-10-12T23:33Z 3725 followers, XXX engagements

"NVIDIA GB300 Is Powerful Server Supply Chain Momentum Continues in Q4 $NVDA NVIDIAs GB300 is expected to strongly drive the performance of the server supply chain. Shipments of the GB300 AI server rack began in late September and it is projected to become the main growth engine for Q4 deliveries. ODM (Original Design Manufacturer) industry sources had initially expected a slowdown during the transition from GB200 to GB300 but shipments have progressed more smoothly than anticipated. This indicates that GB300 shipments will ramp up quickly in Q4 a positive development for system assembly"
X Link @DrNHJ 2025-10-12T23:30Z 3729 followers, XXX engagements

"Exclusive Korea-U.S. Tariff Negotiations Enter Final Phrase Coordination Delegation to Visit White House OMB Tomorrow Key members of the Korean delegation Deputy Prime Minister Koo Yun-cheol Presidential Policy Chief Kim Yong-beom and Minister of Trade Industry and Energy Kim Jung-kwan will visit the White House Office of Management and Budget (OMB) to finalize language in the bilateral MOU. The step is seen as a procedural move given the current U.S. federal government shutdown. Once approved by President Trump the tariff and investment negotiations will be effectively concluded."
X Link @DrNHJ 2025-10-15T23:41Z 3749 followers, XXX engagements

"Taiwan September IT Revenue: AI Servers Lead the Charge $NVDA The combined revenue of Taiwanese tech companies in September reached TWD XXX trillion (approximately KRW XXXXX trillion) up XX% year-over-year and XX% month-over-month. All segments except LCD panels recorded year-over-year growth. As mass production of GB300 servers accelerates revenue in the server ODM segment rose XX% month-over-month and shipments of AI server racks are expected to continue increasing through the fourth quarter. Initial demand for the recently launched iPhone XX series has been positive; however Apple supply"
X Link @DrNHJ 2025-10-12T12:40Z 3701 followers, XXX engagements

"AI Boom Wistron and Wiwynn Post Surging Q3 Results $NVDA Driven by Semiconductor Giants and Booming AI Infrastructure Demand With leading AI semiconductor companies aggressively expanding in the market and AI infrastructure demand continuing to soar Wistron and its subsidiary Wiwynn both recorded more than double year-over-year growth in Q3 2025 once again setting new all-time quarterly highs. Cumulative consolidated revenue for the first nine months of 2025 also reached record levels: Wistron: NT$1.4656 trillion Wiwynn: NT$658.2 billion Notably Wistron has already surpassed its full-year"
X Link @DrNHJ 2025-10-09T00:42Z 3743 followers, XXX engagements

"@TShirtnJeans2 10/6-8NVIDIA Corporation ( $NVDA): NDR 1x1s & Group Meals w/CEO Jensen Huang & CFO Colette Kress in New York"
X Link @DrNHJ 2025-10-03T23:57Z 3729 followers, XXX engagements

"Meritz Securities Semiconductor/Display Analyst: Kim Sun-woo Taiwans Nanya Technology Q3 2025 Earnings Results Revenue: TWD XXXXX billion (+78.4% QoQ +130.9% YoY) Operating profit: TWD XXXX billion (turned profitable QoQ and YoY) The company delivered a significant earnings improvement driven by a 40%+ increase in ASP and a XX% increase in shipment volume versus the previous quarter. Full-year 2025 CapEx is expected to remain roughly flat at TWD XX billion similar to last year (TWD XXXX billion executed during 1Q3Q). 2025 full-year bit shipments are guided to increase more than XX% YoY. Q4"
X Link @DrNHJ 2025-10-13T07:54Z 3738 followers, XXX engagements

"@TShirtnJeans2 Is it confirmed that Lutnick and Jensen Huang are meeting I heard about it before but I dont think Ive seen any definite news. Either way Im looking forward to it"
X Link @DrNHJ 2025-10-04T00:07Z 3689 followers, XX engagements

"Record-High Semiconductor Exports (First XX Days of October Preliminary Data) Despite having only three business days in the first ten days of October this year (compared to five days last year) Koreas semiconductor exports surged sharply to a new record high. Total Semiconductor Exports: USD XXXX billion up XXXX% YoY Memory Semiconductor Exports: USD XXXXX billion up XXXX% YoY HBM (MCP) Exports: USD XXXXX billion up XXXXX% YoY Exports of HBM (MCP) to Taiwan reached USD XXXXX billion up XXXXX% YoY driving the overall growth momentum"
X Link @DrNHJ 2025-10-11T08:10Z 3745 followers, XXX engagements

"Taiwan says doesn't need China for most of its rare earths needs Most rare earth materials used in Taiwan are supplied by Europe the United States and Japan but the impact of China's new curbs on the semiconductor industry still needs to be assessed the island's economy ministry said on Sunday. China dramatically expanded its rare earths export controls on Thursday adding five new elements and extra scrutiny for chip users as Beijing tightens control over the sector ahead of talks between Presidents Donald Trump and Xi Jinping"
X Link @DrNHJ 2025-10-12T07:47Z 3691 followers, XXX engagements

"Wistrons AI Server Business Booming Major Dell Order Rumored Shipments Expected to Double Next Year $NVDA Market reports suggest that Wistron has secured a large-scale order from Dell (DELL) with shipments next year expected to grow as much as twofold compared with this year. Together with contributions from HPs GB series orders these two clients alone are estimated to add NT$11 in earnings per share (EPS) for Wistron. Including additional contributions from NVIDIAs Rubin platform Wistrons EPS is projected to start at NT$15 or more next year. On Tuesday (30th) Wistrons stock price gapped up"
X Link @DrNHJ 2025-10-01T02:18Z 3745 followers, XXX engagements

"Hanwha Ocean Caught in US-China Pride Battle: Sanctions More Symbolic Than Substantive Chinas announcement to sanction five Hanwha Group subsidiaries in the US has drawn attention but industry experts expect the real impact to be minimal. Upon closer look the sanctions appear more symbolic than practicalan attempt at political signaling rather than a move with tangible economic consequences. From Beijings perspective this move serves two political purposes. First it demonstrates Chinas ability to retaliate against US-led shipbuilding and maritime sanctions sending a message to the global"
X Link @DrNHJ 2025-10-14T22:57Z 3745 followers, XXX engagements

"Oracle AI World Keynote (Oct. XX 2025) $ORCL The core message of this year's Oracle AI World event is that AI is not just another technology or a new feature but a "once-in-a-generation moment" that is fundamentally changing the way business is done. Oracle emphasized its differentiation from competitors by providing AI that is perfectly "built-in" not "bolted on" across every layer of the tech stack. Key Points from Mike Sicilia's (Oracle CEO) Keynote Oracle's AI Leadership: Oracle asserted that it is the only company capable of supporting the AI ambitions of every business by integrating"
X Link @DrNHJ 2025-10-14T23:41Z 3746 followers, XXX engagements

"Meritz Securities Semiconductor/Display Analyst: Sunwoo Kim Preliminary Semiconductor Export and Import Statistics for October 2025 (as of Oct. 10) (Month-over-Month MoM changes are based on data from Oct. 110) 1) Memory Export value: $XXXXX billion (+92.1% YoY +23.5% MoM) Export unit price: $31649/kg (+16.4% YoY +42.3% MoM) 2) DRAM Export value: $XXXXXX million (+41.2% YoY +7.0% MoM) Export unit price: $21109/kg (-10.9% YoY +8.6% MoM) 3) Flash Memory Export value: $XXXXXX million (+3.2% YoY -XXX% MoM) Export unit price: $14313/kg (-19.4% YoY +20.7% MoM) 4) MCP (Multi-Chip Package) Export"
X Link @DrNHJ 2025-10-13T01:47Z 3729 followers, XXX engagements

"Doosan Tesna to Invest XXX Billion Won in Semiconductor Test Equipment Doosan Tesna announced on the 15th that its board of directors has approved the acquisition of tangible assetsspecifically semiconductor test equipmentworth approximately XXXXX billion won. The investment is aimed at proactively responding to growing demand for semiconductor testing. Doosan Tesna plans to introduce the new equipment sequentially from 2026 to 2027 expanding its semiconductor testing infrastructure in the process. A Doosan Tesna representative stated The semiconductor testing business is one in which"
X Link @DrNHJ 2025-10-15T05:16Z 3747 followers, XXX engagements

"NVIDIA DGX Spark Press Release $NVDA Overview: NVIDIA has announced the launch and global shipment of DGX Spark the worlds smallest AI supercomputer designed to bring petaflop-scale AI performance to every developers desktop. 🔹 Key Highlights Jensen Huang NVIDIAs founder and CEO personally delivered the first DGX Spark to Elon Musk at SpaceXs Starbase Texas symbolizing the continuation of the legacy that began with the first DGX-1 system given to OpenAI in 2016. DGX Spark is built on the Grace Blackwell architecture integrating NVIDIA GPUs CPUs networking CUDA libraries and AI software into"
X Link @DrNHJ 2025-10-13T23:54Z 3745 followers, XXX engagements

"TSMC Reports Q3 Revenue of $XXXX Billion Beats Market Expectations $TSM $NVDA $APPL Taiwan Semiconductor Manufacturing Company (TSMC) the worlds largest contract chipmaker announced on Thursday that its revenue for the third quarter of 2025 reached NT$989.92 billion (approximately $XXXX billion). This figure exceeded market expectations and represented a XX% increase year over year driven by surging demand for artificial intelligence (AI) applications. According to an LSEG SmartEstimate compiled from XX analysts TSMCs third-quarter revenue had been forecast at NT$973.26 billion but the actual"
X Link @DrNHJ 2025-10-09T05:47Z 3691 followers, XXX engagements

"Nanya Technology Posts September Revenue of NT$66.64 Billion Up More Than XXX Times Year-on-Year Memory chipmaker Nanya Technology (2408) announced that its consolidated revenue for September reached NT$66.64 billion. This represented a XXXX% decline compared with the previous month but a sharp increase of XXXXXX% compared with the same period last year. For the first nine months of 2025 cumulative revenue totaled NT$364.93 billion up XXXXX% from the same period a year earlier. Industry sources noted that rising DRAM prices and strong demand for cloud and AI servers continue to benefit Nanya"
X Link @DrNHJ 2025-10-03T09:50Z 3740 followers, 16K engagements