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@HedgeyeChips Avatar @HedgeyeChips Jose Valcourt

Jose Valcourt posts on X about intc, $intc, $mu, asml the most. They currently have XX followers and X posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

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Mentions: X #

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Followers: XX #

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CreatorRank: XXXXXXXXX #

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Social Influence #

Social category influence stocks technology brands currencies

Social topic influence intc, $intc, $mu, asml, $asml, dram, $000660kr, $pdd, iphone, $aapl

Top assets mentioned Intel Corporation (INTC) Micron Technology, Inc. (MU) Apple, Inc. (AAPL)

Top Social Posts #

Top posts by engagements in the last XX hours

"As I said you have to wait and see. Down X% pre-market. Abandoning 14A is not ideal as their foundry revs were weak. $ASML even said their first High-NA EUV customer was $INTC for 14A node. Consider the broader implications across the whole space"
@HedgeyeChips Avatar @HedgeyeChips on X 2025-07-25 12:45:53 UTC XX followers, XXX engagements

"Yesterday we held a flash call explaining our switch from Long $MU to Short. Our track record for both Long/Short on this name is below (and has performed well). We will keep our eyes out for how 2H 25/1H XX will shape up for them"
@HedgeyeChips Avatar @HedgeyeChips on X 2025-07-23 12:39:47 UTC XX followers, XXX engagements

"SK hynix ($000660.KR) beats on DRAM and NAND revs: DRAM KRW17.119T vs KRW16.245T NAND KRW4.669T vs KRW3.841T (mainly from eSSDs/mobile) Memory spot pricing definitely helped this along with being the HBM leader. We have our stance with $MU but will be interesting to see how the rest of the memory makers hold up in the back half of this year Capex raise is being attributed to supply volume increases particularly on the HBM front. Should see their new fab online this year"
@HedgeyeChips Avatar @HedgeyeChips on X 2025-07-24 12:34:58 UTC XX followers, XXX engagements

"$PDD switching auditors is something we brought up to clients this morning. Now that the news is picking up check out @HedgeyeTech's thoughts on this and what it means for PDD below"
@HedgeyeChips Avatar @HedgeyeChips on X 2025-07-23 19:30:49 UTC XX followers, 1700 engagements

"There's reports that $AAPL is expected to adopt high-efficiency vapor-chamber heat spreaders for the first time in the iPhone XX with the A19 processor due to increased heat from faster AI workloads and limited internal space. This is a shift from their previous use of graphite sheets as the primary thermal solution with the new design combining vapor chambers and graphite for improved heat management. We are currently long Asia Vital Components (AVC) ($3017.TW) and Auras Technology ($3324.TW). This is something we will watch for developments on"
@HedgeyeChips Avatar @HedgeyeChips on X 2025-07-28 00:27:16 UTC XX followers, XXX engagements

"Levered single stock ETFs are among the most popular (and arguably the riskiest). $NVDL +36% and $AAPU +14% over the past month"
@HedgeyeChips Avatar @HedgeyeChips on X 2025-07-24 19:42:14 UTC XX followers, XXX engagements

"More foundry earnings today: $INTC revenue beat ($12.86bn vs $11.97bn) but EPS miss (non-GAAP EPS ($0.10) including charge vs $0.01). This comes after EPS has beaten in the past two q's. Excess tool write-off and cancelling projects in Germany/Poland. Stock up X% AMC but has draw down X% or more the next trading day in 3/4 of the last earnings. We'll see how the stock moves after the call"
@HedgeyeChips Avatar @HedgeyeChips on X 2025-07-24 20:18:30 UTC XX followers, XXX engagements