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@Minnvestor Avatar @Minnvestor Midwestern Investor

Midwestern Investor posts on X about $tsm, $3661tw, $6857t, $himx the most. They currently have XXXXX followers and XX posts still getting attention that total XX engagements in the last XX hours.

Engagements: XX #

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Mentions: X #

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Followers: XXXXX #

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Social Influence

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

Social topic influence $tsm 13.79%, $3661tw #7, $6857t 13.79%, $himx #1, $avgo #429, ai 10.34%, $asx 10.34%, $ateyy 10.34%, $alab 10.34%, maker XXX%

Top accounts mentioned or mentioned by @buccocapital @paurooteri @stocksavvyshay @beuvingjordy @firstadopter @dnystedt @scavengercap @daveyjuice @jukan05 @mattmpls33 @itsreallyr27

Top assets mentioned Taiwan Semiconductor (TSM) Broadcom, Inc. (AVGO) ASE Technology Holding Co., Ltd. (ASX) Astera Labs, Inc. Common Stock (ALAB) Fabrinet (FN) Marvell Technology Inc (MRVL) Aditus (ADI) NXP Semiconductors NV (NXPI) KLA Corp (KLAC) Amazon.com, Inc. (AMZN) Arista Networks Inc (ANET) MercadoLibre Inc (MELI) Celsius Holdings, Inc. Common Stock (CELH) On Holding AG (ONON) Applovin Corporation (APP) Thermo Fisher Scientific Inc. (TMO) PepsiCo, Inc. (PEP) McDonald's Corp (MCD) Arcblock (ABT) Union Pacific Corporation (UNP) BlackRock Inc (BLK) DisChain (DIS) BlackCoin (BLK) Pfizer, Inc. (PFE) UNIPOLY (UNP) Lowes Companies Inc (LOW) Adobe, Inc. (ADBE) Teladoc Health, Inc. (TDOC) Moderna Inc (MRNA) InMode Ltd. Ordinary Shares (INMD) UnitedHealth Group (UNH)

Top Social Posts

Top posts by engagements in the last XX hours

"I've been thinking about Lasertec (6920.T) the only maker of actinic EUV-mask inspection tools. Big upside depends on Intel & Samsung rolling out High NA over the next 5Y as TSMC holds off. Otherwise it's a higher beta $ASML which I already own. I'll wait for the cue from $TSM"
X Link 2025-07-07T19:24Z 1570 followers, XXX engagements

"$HIMX was today's best-performing chip stock Was there news on their CPO partnership with TSMC Maybe Tomahawk X A big WiseEye order Optics/packaging or AR/VR excitement Automotive rebound Or just a technicians' plaything I'll post if I find out more. $TSM $AVGO $ADI $NXPI"
X Link 2025-12-06T05:08Z 1569 followers, XXX engagements

"Potential AI beneficiaries based in France: $SU.PA Schneider - power & cooling $LR.PA Legrand - data center hardware $OVH.PA OVHcloud - cloud infra $CAP.PA Capgemini - AI consulting $DSY.PA Dassault - digital twins"
X Link 2025-06-13T04:18Z 1568 followers, XXX engagements

"Watching: $TSM TSMC $ASX ASE $3661.TW Alchip $3529.TWO eMemory $5274.TWO Aspeed $HIMX Himax"
X Link 2025-06-28T01:14Z 1568 followers, XXX engagements

"Advanced packaging is set to drive gains in chip performance for decades which is why I own a basket of companies at the center of this shift: $ASX $TSM $BESI.AS $KLAC $ASM.AS $ATEYY"
X Link 2025-07-11T18:52Z 1568 followers, XXX engagements

"@StockSavvyShay $AMZN partner Alchip has been on a tear this quarter. Question is how much of the AWS pie they'll keep vs. Marvell. Lower margin company because they compete on quality AND cost. Worth adding to your watchlist if you have IBKR ($3661.TW)"
X Link 2025-08-18T13:03Z 1568 followers, XXX engagements

"Bull case for Wiwynn:"
X Link 2025-11-08T00:02Z 1568 followers, XXX engagements

"$ATEYY Sold Advantest today. My position did what I was hoping it would do in much less time than I expected. Up XX% in X months It felt greedy to expect an equipment maker approaching $100B with fwd p/e XX to continue outperforming. I'll buy again if we get a downturn"
X Link 2025-11-10T22:25Z 1568 followers, XXX engagements

"Trimmed half my Fabrinet $FN position today. Still bullish long term like Advantest but some of the winners in this space seem to have stalled $ANET $ALAB and I don't like seeing this:"
X Link 2025-11-11T21:12Z 1568 followers, XXX engagements

"Portfolio updates November 2025: Mostly minor changes: Added to $MELI $CELH $HIMX Sold $FN $ATEYY $ONON I'm gradually trimming AI hardware stocks with high downside risk and it's worked out so far. Sold Advantest for XXX now it's XXX. Sold Astera Labs for XXXXX now XXX. But these were fringe holdings. I'm still wildly exposed to AI overall. Added to MercadoLibre as a LT GARP holding. This is my most aggressive add this year. Love the consistent growth and diversification (non-AI non-US). I feel pretty strongly that a new position shouldn't start at XX% allocation so I don't plan to buy more"
X Link 2025-11-22T23:03Z 1567 followers, 1316 engagements

"$APP AppLovin at $XXX billion is now larger than: $220B $MCD McDonald's $217B $ABT Abbott $215B $TMO Thermo Fisher $201B $PEP Pepsi $194B $C Citi $188B $DIS Disney $176B $BLK Blackrock $146B $PFE Pfizer $141B $UNP Union Pacific $138B $LOW Lowe's $138B $ADBE Adobe"
X Link 2025-12-04T18:52Z 1568 followers, XXX engagements

"Sold Lasertec for an XX% gain $LSRCY Like Advantest this was a mean-reversion play and I don't want to be greedy. Unsponsored pink sheets make me nervous too and Lasertec hasn't been absolved of last year's short report allegations. May plow proceeds into AVC or King Yuan"
X Link 2025-12-04T21:16Z 1569 followers, XXX engagements

"The good news: Alchip to LEAD Trainium4 backend design for Amazon The bad news: Alchip to lead Trainium4 backend design for AMAZON Still net bullish though. Amazing for a $10B ASIC house to take and keep a client from $MRVL"
X Link 2025-12-05T05:32Z 1568 followers, XXX engagements

"@ScavengerCap I hope you're right about visibility. The Alchip/Ayer news was a pleasant surprise (I bought more Alchip last week). Monday's market reaction should reveal if the COUPE news has legs for both Alchip and Himax $ALAB is tradable but the valuation makes me too nervous to hold lol"
X Link 2025-12-06T15:26Z 1568 followers, XXX engagements

"@davey_juice Fully agree unless you work in healthcare and can Peter Lynch something before others catch on. I keep an open mind but haven't found a single health co I'd feel comfortable holding People like them for the narrative but that often ends in disaster e.g. $TDOC $MRNA $INMD $UNH"
X Link 2025-12-07T17:15Z 1568 followers, XXX engagements

"Taiwan Semiconductor can't handle all the incoming orders for advanced chip packaging so they're outsourcing work to ASE and SPIL (both part of ASE Technology Holding) via @paurooteri Long $ASX"
X Link 2025-12-07T21:57Z 1568 followers, XXX engagements

"@jukan05 $AVGO is truly one of a kind. Usually I like sales growth over margin expansion but somehow Broadcom keeps making this work and really well too"
X Link 2025-12-07T23:52Z 1569 followers, 5000 engagements

"AI custom silicon designers by company-wide TTM operating margin: XXXX% Broadcom $AVGO XXXX% MediaTek $2454.TW XXXX% Alchip $3661.TW XXXX% Marvell $MRVL XXXX% Global Unichip $3443.TW XXX% Socionext $6526.T XXX% Faraday $3035.TW -XXXX% VeriSilicon $688521.SS"
X Link 2025-12-09T01:22Z 1568 followers, XXX engagements