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@Minnvestor Avatar @Minnvestor Midwestern Investor

Midwestern Investor posts on X about $net, $amzn, $alab, $sitm the most. They currently have XXXXX followers and 1176 posts still getting attention that total XX engagements in the last XX hours.

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Social category influence finance stocks countries technology brands cryptocurrencies

Social topic influence $net #56, $amzn #653, $alab #121, $sitm #6, $mrvl #77, stocks, fomo, its just, $celh, jersey

Top assets mentioned Cloudflare, Inc. (NET) Amazon.com, Inc. (AMZN) Astera Labs, Inc. Common Stock (ALAB) SiTime Corporation Common Stock (SITM) Marvell Technology Inc (MRVL) Celsius Holdings, Inc. Common Stock (CELH) Equinix Inc (EQIX) Digital Realty Trust Inc (DLR) Palo Alto Networks Inc (PANW) Now Coin (NOW) Fabrinet (FN) Rambus Inc (RMBS) Synopsys, Inc. (SNPS) Helium IOT (IOT) Workday Inc (WDAY) Alphabet Inc Class A (GOOGL) Amphenol Corporation (APH) Metadium (META) Microsoft Corp. (MSFT) Taiwan Semiconductor (TSM) Monolithic Power Systems, Inc. (MPWR) KLA Corp (KLAC)

Top Social Posts #

Top posts by engagements in the last XX hours

"@ro_rademaker Fair. It's just not my game anymore (owning unprofitable narrative stocks). I know it can have huge upside but it's not my style It's like the Olympics. Does the gymnastics team get FOMO if the water polo team wins gold No. They're all athletes but playing very different sports"
X Link @Minnvestor 2025-10-12T14:07Z 1526 followers, XX engagements

"Recurring revenue lower risk. Just different risk. For example $NET is great but could be flat for years. Whereas a company like Alchip w similar growth isn't overvalued but has cyclical and geopolitical risks Either way buying high growth = assuming a risk. No free rides"
X Link @Minnvestor 2025-07-27T16:20Z 1527 followers, XXX engagements

"Went to the Subway by my office and learned two things today: $CELH started a partnership with Subway this year (and were the only energy drinks at this location). They also have deals with Dunkin and Jersey Mikes $ADYEN is Subway's exclusive payment platform in North America"
X Link @Minnvestor 2025-09-29T23:42Z 1527 followers, 1043 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"
X Link @Minnvestor 2025-06-15T15:06Z 1526 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 @Minnvestor 2025-08-18T13:03Z 1527 followers, XXX engagements

"@firstadopter See also:"
X Link @Minnvestor 2025-10-11T23:47Z 1528 followers, XX engagements

"Portfolio update. Been playing with different ways to show my holdings (by weight sector or geography). Which do you like most New adds since the last update: $ALAB $MRVL $SITM $LSRCY $3017.TW $3443.TW Sold: $NOW $PANW $NET $ASML More details: I sold $ASML because they're a slower grower and also China risk. The China situation affects all major semicaps. I bought Lasertec as a high beta proxy and overall I like more niche players with asymmetrical upside potential. Long term $KLAC is my favorite of the bigs Bought but then sold $AMD. Need to see more trailing growth before I can believe in"
X Link @Minnvestor 2025-08-31T21:05Z 1527 followers, 1403 engagements

"My thinking has evolved over the past two days. High growth estimates are also a risk (the risk of missing high expectations) If I deem estimates above XX% lofty companies in the sweet spot include: $APH $BESI.AS $FN $META $MRVL $MSFT $RMBS $SNPS $TSM"
X Link @Minnvestor 2025-09-25T17:40Z 1527 followers, XXX engagements