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@Minnvestor Avatar @Minnvestor Midwestern Investor

Midwestern Investor posts on X about $asx, $avgo, $klac, avgo the most. They currently have XXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

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Mentions: XX #

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Followers: XXXXX #

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CreatorRank: XXXXXXXXX #

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Social Influence #

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

Social topic influence $asx 4.96%, $avgo 4.26%, $klac 4.26%, avgo 3.55%, $besias 3.55%, $himx 3.55%, googl 2.84%, $mrvl 2.84%, $googl 2.84%, $net XXXX%

Top accounts mentioned or mentioned by @beuvingjordy @nav09284172 @xedjones @daveyjuice @aktieblogg @lhamtil @fabknowledge @tradexwhisperer @firstadopter @mckinsey @gurufocus @dnystedt @skundojjala @dividendray @dylan522p @iancutress @lithosgraphein @jamesmclaire @koyfincharts @nrossolillo

Top assets mentioned ASE Technology Holding Co., Ltd. (ASX) Broadcom, Inc. (AVGO) KLA Corp (KLAC) Marvell Technology Inc (MRVL) Alphabet Inc Class A (GOOGL) Cloudflare, Inc. (NET) Rambus Inc (RMBS) Monolithic Power Systems, Inc. (MPWR) Advanced Micro Devices (AMD) Helium IOT (IOT) Arista Networks Inc (ANET) Onto Innovation Inc. (ONTO) Now Coin (NOW) Palo Alto Networks Inc (PANW) Axcelis Technologies Inc (ACLS) Taiwan Semiconductor (TSM) Microsoft Corp. (MSFT) Cadence Design Systems Inc (CDNS) First Solar, Inc. (FSLR) NVIDIA Corp. (NVDA) Nova Ltd. Ordinary Shares (NVMI) Camtek Ltd (CAMT) Astera Labs, Inc. Common Stock (ALAB) Amphenol Corporation (APH) Fabrinet (FN) Celsius Holdings, Inc. Common Stock (CELH) IES Holdings, Inc. Common Stock (IESC) Fair Isaac, Corp. (FICO) Universal Display Corp (OLED) Synopsys, Inc. (SNPS) Casey's General Stores, Inc. (CASY) Corning Incorporated (GLW) Digital Realty Trust Inc (DLR) Equinix Inc (EQIX) Enphase Energy Inc (ENPH) Plug Power, Inc. (PLUG) SolarEdge Technologies, Inc. (SEDG) SiTime Corporation Common Stock (SITM) Micron Technology, Inc. (MU) Silicon Laboratories Inc (SLAB) Applied Materials, Inc. (AMAT) Adobe, Inc. (ADBE) Fortinet Inc (FTNT) Tesla, Inc. (TSLA)

Top Social Posts #

Top posts by engagements in the last XX hours

"Correction: this should say XX% of my stock portfolio: XXX% $AVGO XXX% $GOOGL XXX% $MRVL XXX% Alchip XXX% Global Unichip XXX% $AMD"
@Minnvestor Avatar @Minnvestor on X 2025-07-25 20:30:54 UTC 1455 followers, XXX engagements

"@aktieblogg I don't know much about Japan's markets in a broad sense but I've got my eye on a few Japanese companies for their technology namely Advantest Lasertec Socionext"
@Minnvestor Avatar @Minnvestor on X 2025-07-04 15:17:46 UTC 1454 followers, XXX engagements

"The rightmost column shows the method to my madness comparing raw metrics vs. my allocation. This reveals my personal weighting toward higher conviction holdings $GOOGL $MSFT $CDNS $KLAC vs. lower conviction $NET $IOT $ASX $CELH"
@Minnvestor Avatar @Minnvestor on X 2025-07-09 00:44:55 UTC 1456 followers, 1107 engagements

"Top US tech stocks with LT annual EPS growth estimates above XX% by operating margin: XX% $NVDA Nvidia XX% $FICO FICO XX% $ANET Arista Networks XX% $KLAC KLA XX% $OLED Universal Display Corp XX% $AVGO Broadcom XX% $RMBS Rambus XX% $FSLR First Solar"
@Minnvestor Avatar @Minnvestor on X 2025-06-26 06:23:57 UTC 1455 followers, XXX engagements

"@firstadopter Are we not This doesn't look very different from Boston Dynamics videos (at least to the untrained eye)"
@Minnvestor Avatar @Minnvestor on X 2025-07-25 21:32:03 UTC 1456 followers, XX engagements

"Before a single transistor is etched semiconductors need a blueprint. These companies supply the tools and IP behind every modern chip design $CDNS $SNPS $RMBS"
@Minnvestor Avatar @Minnvestor on X 2025-07-26 12:36:00 UTC 1455 followers, XXX engagements

"Iowa-based Casey's General Stores $CASY is leaving its mark on the state capitol. They will spend $18.3M for naming rights to the downtown Des Moines arena home to farm teams Iowa Wild and Iowa Wolves. Dividend growth XX% EPS CAGR in the past 4Y over XXX new stores last year"
@Minnvestor Avatar @Minnvestor on X 2025-07-03 19:33:00 UTC 1455 followers, XXX engagements

"The one and only @dylan522p via @IanCutress said as package size grows panel-level processing is needed to maintain cost effective scaling. Oblong panels offer superior area utilization vs. 300mm wafers. Names to watch: $KLAC $ASX $GLW $BESI.AS $NVMI $ONTO $CAMT $SMHN.DE"
@Minnvestor Avatar @Minnvestor on X 2025-06-24 23:57:00 UTC 1456 followers, XXX engagements

"@nav09284172 $CAMT (and $ONTO) are good companies and I like the back end panel play. But neither have the forward EPS growth forecast I'm looking for and I own plenty of semicaps already including their biggest competitor $KLAC"
@Minnvestor Avatar @Minnvestor on X 2025-07-08 23:04:31 UTC 1454 followers, XXX engagements

"$NET $NOW $PANW are high quality companies but I couldn't get comfortable holding at these valuations. Too well known too crowded. Sold them and bought: - ASIC design: $MRVL - Data center: $ANET $AMD* $ALAB* - Pure growth: $FSLR $IOT * = new position"
@Minnvestor Avatar @Minnvestor on X 2025-07-18 19:04:48 UTC 1456 followers, XXX engagements

"Other potential AI plays in France: Cabling: $RXL.PA $NEX.PA $PRY.MI Construction: $DG.PA $EN.PA $FGR.PA Building materials: $NK.PA Advanced materials: $SOI.PA Telecom & cloud: $ORA.PA REITs: $ICAD.PA $DLR $EQIX $KDDIY"
@Minnvestor Avatar @Minnvestor on X 2025-06-15 15:06:43 UTC 1456 followers, XXX engagements

"Photonics are to copper what cable was to dial-up Companies I own powering this optical data transformation: $AVGO $APH $ANET $FN $HIMX $MPWR"
@Minnvestor Avatar @Minnvestor on X 2025-07-13 12:05:00 UTC 1456 followers, 1136 engagements

"Power semiconductor and EV charging adjacent stocks are having a moment. June performance so far: +63% $NVTS Navitas +51% $PLUG Plug Power +29% $AEHR Aehr Test Systems +29% $ACLS Axcelis +22% $INDI Indie +16% $SEDG SolarEdge +10% $MPWR Monolithic Power +10% $ENPH Enphase"
@Minnvestor Avatar @Minnvestor on X 2025-06-10 16:59:31 UTC 1456 followers, 1672 engagements

"In our latest spaces Davey asked why own any chip stocks other than NVDA TSM and ALAB Valid question. Here are XX other semiconductor companies with similar or better growth forecasts @davey_juice $SITM $MU $MRVL $BESI.AS $SLAB"
@Minnvestor Avatar @Minnvestor on X 2025-07-15 17:48:00 UTC 1454 followers, XXX engagements

"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"
@Minnvestor Avatar @Minnvestor on X 2025-07-07 19:24:19 UTC 1456 followers, XXX engagements

"Watching: $TSM TSMC $ASX ASE $3661.TW Alchip $3529.TWO eMemory $5274.TWO Aspeed $HIMX Himax"
@Minnvestor Avatar @Minnvestor on X 2025-06-28 01:14:53 UTC 1454 followers, XXX engagements

"4/5 For semicaps my focus is best of breed niche players. $ASM.AS for multilayering $BESI.AS for advanced packaging and $ATEYY for test. All large caps Sold $AEHR and $ACLS because small cap cyclicals no longer fit the criteria. Also sold $AMAT a slower growing generalist"
@Minnvestor Avatar @Minnvestor on X 2025-07-08 21:34:43 UTC 1455 followers, XXX engagements

"2/5 Brief commentary on my changes by industry. For software and IT I wasn't capturing the full value chain. But buying the leaders is expensive So I'm tiptoeing into $NOW $PANW $NET Sold $ADBE & $FTNT. Great companies but slower growers. $GOOGL $MSFT is intentional"
@Minnvestor Avatar @Minnvestor on X 2025-07-08 21:34:41 UTC 1455 followers, XXX engagements

"Stock performance since this post 😵 +105% $APP AppLovin +52% $COIN Coinbase +42% $DOCS Doximity +156% $PLTR Palantir +59% $AXON Axon +229% $HOOD Robinhood . +6% $SPY S&P 500"
@Minnvestor Avatar @Minnvestor on X 2025-07-11 20:16:11 UTC 1455 followers, XXX engagements

"Semiconductor designers with the highest 5Y ROIC: XXXX% $NVDA Nvidia XXXX% $TXN Texas Instruments XXXX% $QCOM Qualcomm XXXX% $NVEC NVE XXXX% $MPWR MPS XXXX% $SIMO Silicon Motion XXXX% $HIMX Himax XXXX% $LSCC Lattice XXXX% $STM STMicro XXXX% $ON Onsemi XXXX% $CRUS Cirrus Logic"
@Minnvestor Avatar @Minnvestor on X 2025-07-24 17:35:42 UTC 1455 followers, XXX engagements

"My best "buy the dip" stocks in the past year have been: $AVGO Broadcom $IES IES $HIMX Himax $ACLS Axcelis All up around XX% for me. I'm going to post a quick write up each one to decide if it's time to trim hold or add more"
@Minnvestor Avatar @Minnvestor on X 2025-06-12 20:30:27 UTC 1456 followers, 1805 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"
@Minnvestor Avatar @Minnvestor on X 2025-07-11 18:52:00 UTC 1456 followers, XXX engagements

"@TryAInvest I had been sleeping on $SAIL. Interesting niche but seems highly competitive. I'll look into it more"
@Minnvestor Avatar @Minnvestor on X 2025-07-13 19:27:49 UTC 1456 followers, XX engagements

"Nvidia's leadership isn't just about chips it's also about how they're packaged. These companies are at the forefront of advanced packaging technology $KLAC $ASX $BESI.AS $NVMI $ONTO"
@Minnvestor Avatar @Minnvestor on X 2025-05-28 19:46:00 UTC 1456 followers, 1389 engagements

"Annual portfolio refresh with a new rules-based mix of innovation leaders. Top line growth quality focus and GARP but emphasis on growth. Average fwd P/E XX future LT EPS CAGR 24%. DYOR. Details below 🧵 New adds: $MELI $RMBS $ASX $NOW $APH $WDAY $PANW $NET $ATEYY $IOT $FN"
@Minnvestor Avatar @Minnvestor on X 2025-07-08 21:34:40 UTC 1455 followers, 2640 engagements

"Companies that need more compute including hyperscalers are moving from general-purpose chips to custom silicon. I own several leaders in this space: $AVGO $MRVL $GOOGL $AMD"
@Minnvestor Avatar @Minnvestor on X 2025-07-21 00:02:00 UTC 1455 followers, 1250 engagements

"This infographic from King Yuan (a Taiwanese OSAT) does a good job showing the back-end steps in #semiconductor manufacturing. I added labels to show the overall stages of the process:"
@Minnvestor Avatar @Minnvestor on X 2025-07-15 21:48:00 UTC 1454 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"
@Minnvestor Avatar @Minnvestor on X 2025-06-13 04:18:53 UTC 1456 followers, XXX engagements

"$VSH is underfollowed but may be worth your attention Under new leadership Vishay announced capacity expansion plans took share from Infineon for Nvidia AI servers and saw several insider buys. Their target sales CAGR of 9-11% may not impress you but their planned FCF might:"
@Minnvestor Avatar @Minnvestor on X 2025-06-12 18:52:08 UTC 1455 followers, XXX engagements

"3/5 My theory on semis is this train doesn't stop until generative AI video is quick and easy. $AVGO $MPWR and Alchip for ASICs $RMBS for IP $ASX for advanced packaging $HIMX for COUPE Sold $NVEC nifty local company and dividend ballast but no longer fits the criteria"
@Minnvestor Avatar @Minnvestor on X 2025-07-08 21:34:42 UTC 1455 followers, XXX engagements