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@R_and_Invest Research & Invest
The tech industry is experiencing significant developments, particularly in the semiconductor sector, with companies like $AMD, $NVDA, and $ASML reporting strong results and guidance. The AI chip market is also gaining attention, with $TSLA's potential entry into the space sparking interest and debate. Meanwhile, tech giants like $AAPL, $GOOG, and $MSFT are navigating various challenges and opportunities in areas like advertising, e-commerce, and artificial intelligence.
Engagements: XXXXXX #
- X Week XXXXXX +122%
- X Month XXXXXXX +38%
Mentions: XX #
- X Week XX -XX%
- X Month XXX +89%
Followers: XXXXX #
- X Week XXXXX +111%
- X Month XXXXX +169%
CreatorRank: XXXXXXX #
Social Influence
Social category influence finance #6574 stocks XXXX% technology brands XXXXX% cryptocurrencies XXXX% countries XXXX% currencies XXXX% automotive brands XXXX% social networks XXXX% celebrities XXXX% luxury brands XXXX%
Social topic influence if you #6197, $orcl #126, $nvda #689, $spy #138, ai 7.32%, spy #573, $googl #3149, debt #1010, $zm #12, $amd #61
Top accounts mentioned or mentioned by @logicalthesis @wisemancap @gavinsbaker @notebooklm @elonmusk @subutrade @retail22 @randinvest @bonomars88 @shopeeid @garena @mrderivatives @geminiapp @ericsyuan @puneetthakkar @dylan522p @ballerdk22 @thewhiteboxai @coreweave @mining4answers
Top assets mentioned Oracle Corporation (ORCL) NVIDIA Corp. (NVDA) SPDR S&P XXX ETF Trust (SPY) Alphabet Inc Class A (GOOGL) Zoom Video Communications Inc (ZM) Advanced Micro Devices (AMD) TransDigm Group, Inc. (TDG) Heima (HEI) Snowflake, Inc. (SNOW) CoreWeave, Inc. (CRWV) Zscaler Inc (ZS) Taiwan Semiconductor (TSM) Critical Metals Corp. Ordinary Shares (CRML) Alibaba Group (BABA) Sea Limited (SE) Broadcom, Inc. (AVGO) Microsoft Corp. (MSFT) Martin Marietta Materials, Inc. (MLM) Vulcan Materials Company (VMC) Metadium (META) Micron Technology, Inc. (MU) Applied Materials, Inc. (AMAT) Lam Research Corporation (LRCX) KLA Corp (KLAC) Palo Alto Networks Inc (PANW) Bitcoin Incognito (XBI) Strategy (MSTR) Astronics Corp (ATRO) SATS (Ordinals) (SATS) Axcelis Technologies Inc (ACLS) monday.com Ltd. Ordinary Shares (MNDY) HUBSPOT, INC. (HUBS) Cream (CRM) GitLab Inc. Class A Common Stock (GTLB) Costco Hot Dog (COST) MercadoLibre Inc (MELI) Simplify Macro Strategy ETF (FIG) Tesla, Inc. (TSLA) Morgan Stanley (MS) Ares Protocol (ARES)
Top Social Posts
Top posts by engagements in the last XX hours
"If you want to learn really quick on $CRML. This is a no revenue co but has massive REE deposit especially the critical for Europeans (and the west). If Denmark/EU was smart they would fund it to accelerate the mining (before Saudis get in)"
X Link 2025-12-07T03:02Z 2447 followers, 3235 engagements
"$MSTR Dont be fooled. This carnage is not just done by #BTC. This is due to preferred dividends coming due December XX then March XX June XX and Sep XX. Apart from the biggest piece of preferreds $STRC - payable monthly"
X Link 2025-12-01T15:37Z 1853 followers, XXX engagements
"This is re: $ATRO Many of you have followed me in this stock since single digit stock price. As my returns approached 5x I have trimmed XX% of my holding in this amazing company and business. For older tweets please see the thread. Latest update: I recently met them and this week went through their convert debt that the co bought back and issued new converts. Fundamentally this business is strong and doing well. They are heavily tied to $BA B737 Max PLUS In-Seat Power has XX% market share so unbelievable backlog of all OEMs and retrofits. Additionally FLRAA program would drive long term"
X Link 2025-10-02T19:14Z 2375 followers, 1450 engagements
"It's crazy that $ACLS has seen zero systems revenues from NAND in the last XX quarters in a row. And Dram is sluggish. Either they are losing share / all legacy shipments to China or NAND guys are about to go on a massive buying spree"
X Link 2025-11-07T19:05Z 2396 followers, XXX engagements
"$MNDY should start reporting on Tuesdays"
X Link 2025-11-10T21:03Z 2349 followers, XXX engagements
"$ZM trades at FCF to EV yield of 12.5%. It does NOT matter if they beat the street or not. No one cares about it until they get taken out by $CRM or $HUBS or $ORCL. Instantly accretive even XX% higher"
X Link 2025-11-24T21:15Z 2349 followers, XXX engagements
"I dont know which of you are investing in private co but you can buy $snow at 50-60% off Databricks valuation with both at same revenue run rate and a massive RPO for a co with public co audited financials"
X Link 2025-12-02T09:44Z 2269 followers, XXX engagements
"At $XX everyone was on $Gtlb t get acquired bandwagon. Now under $XX dont hear from any bulls. Craaazy"
X Link 2025-12-02T21:37Z 1972 followers, 1309 engagements
"$Cost posts X mins call on every monthly sales. This November report call transcript: As reported in our release net sales for the month came in at XXXXX billion an increase of XXX percent from XXXXX billion last year. Reported comparable sales for the month were as follows: U.S.: XXX percent Canada: XXX percent Other International: XXXX percent Total Company: XXX percent Digitally Enabled: XXXX percent Comparable sales for the month excluding the impacts from changes in gasoline prices and foreign exchange were as follows: U.S.: XXX percent Canada: XXX percent Other International: 8.0"
X Link 2025-12-04T02:08Z 2391 followers, 1197 engagements
"@LogicalThesis You should look in to this $CBLL too. 42M shares O/S $800M mcap $650M EV Revs $90M to $150M in a couple of years at XX% GM"
X Link 2025-12-04T21:23Z 2077 followers, XXX engagements
"@BonoMars88 @ShopeeID @Garena @NotebookLM It already is dominant. And someone who has defeated $BABA TikTok Tokopedia to be #1 its going to hard to stop them. Recent floods and other issues have artificially depressed the economy/stock. But $SE $MELI are a MUST own for most real institutional portfolios IMO"
X Link 2025-12-07T04:19Z 2398 followers, XXX engagements
"$ZM earnings recap"
X Link 2025-12-07T05:43Z 2383 followers, 1383 engagements
"@Mr_Derivatives Isnt $FIG better cheaper higher growth"
X Link 2025-12-07T17:06Z 2384 followers, 1545 engagements
"OpenAI ecosystem & part of why stonks declined in Nov. $NVDA $AMD $ORCL $MSFT $AVGO $CRWV The market is worried about circular investments into OpenAI which has $ trillion in commitments & vendors are raising debt to build infrastructure to support OpenAI"
X Link 2025-12-07T20:02Z 2211 followers, 1259 engagements
"$60/sh for Optimus. LOL. Musk is like is this guy missing a zero"
X Link 2025-12-08T11:57Z 2323 followers, XXX engagements
"Unless Powell is very very hawkish how the heck is market not up XX% right now buying short term treasury of $40B Wozers - this would STEEPEEEEN the yield curve. If you dont know what 2-10 yr steeping does = it means GDP GROWTH ROCKETS higher. $SPY $QQQ no reaction lol"
X Link 2025-12-10T19:07Z 2447 followers, 1063 engagements
"@Mr_Derivatives not surprising"
X Link 2025-12-11T06:30Z 2446 followers, XXX engagements
"For some of you who are thinking $ZS is down due to Billings let me explain- mang is focused on growing ARR RPO but if you want to know Billings grew XX% YoY to $672M. Typically ZS starts 1Q Billings below revs - less renewals then 2Q and 4Q renewals / expansion kicks in"
X Link 2025-11-26T06:32Z 2446 followers, 1418 engagements
"No one I know owns $ARES. With AUM going to $1T $Spy addition and eventually $8-10 in EPS can see this thing get bought up to $190-200"
X Link 2025-12-08T22:37Z 2447 followers, XXX engagements
"I asked @notebooklm to summarize @GavinSBaker podcast. Dang its NOT bad at all. And it didnt even hallucinate (as much as old models). If you have not watched it here's the link:"
X Link 2025-12-09T20:29Z 2447 followers, 233.4K engagements
"JPM didnt downgrade $Orcl because it already dropped but he did lower to $XXX from $XXX (Neutral) due to execution risk & $15B MORE in capex this FY26 ending May26. Thats a XX% jump in capex for a co thats losing $40B annualized FCF & has $6B in dividends payments due/ year"
X Link 2025-12-11T06:53Z 2447 followers, XXX engagements
"$SE Rise of a Titan. If you dont know @ShopeeID or @Garena or have never lived in SE Asia you can still participate in its G. My favorite area for GDP g. I put in some of my notes some of previous research into @NotebookLM by $GOOGL. I honestly think anyone in Buyside without a subscription to @GoogleAI @GeminiApp @NotebookLM is going to miss out on efficiency and learning. There is NOTHING offered by ChatGPT or Perplexity or Claude like this for the consumers and investors. Besides I like that NotebookLM is built to be positive unlike the -XX% stock reaction last month. LOL. We will look"
X Link 2025-11-21T19:52Z 2435 followers, 4664 engagements
"If you guys are done dunking on how expensive is $Googl please take XX mins of your time to listen to $Zm Q&A. @ericsyuan is extremely excited about his biz and help of AI to make engineering efficiency better+faster product cycles/releases+AI Avatars - the first I have seen ANY CEO to use on their public co earnings call + future of Zoom reminds him of early days of Zoom - and you know what happened to growth few years later Zoom is executing in a bad neighborhood for a very long time but now their growth is accelerating from X to 4.5%-5% with 20%+ FCF growth. Next year FY Jan XX if they do"
X Link 2025-11-25T07:07Z 2435 followers, 2349 engagements
"$ZM earnings summarized for you. As I mentioned last night go back and listen to @ericsyuan Not saying it was perfect but a decent execution where everyone in sell-side missed an upgrade for a co that trades at XX% FCF Yield to EV and STILL GROWING FCF DD%"
X Link 2025-11-25T16:10Z 2436 followers, 2442 engagements
"Growing up almost all growth PMs used to love these industrial companies: $TDG $HEI $Hon $ROK Aero $FAST parts retailer $LECO Welding $RS Steel $UNP all Railroads $ODFL $XPO LTL / Trucking $CPRT $RBA Salvage vehicles $MLM $VMC $SUM Aggregrates $SHW Paints $FCX $SCCO Copper mining $BALL $CCK Aluminum packaging Most of them have done fine/well. But ODFL and CPRT wth happened"
X Link 2025-12-03T15:54Z 2418 followers, XXX engagements
"The $Meta short pods blowing up. Now as they blow up - who else they got to cover $CRWV $ORCL $OKLO $RGTI. If you are SS know - 100s of funds shorted $META. All thought it was a funding short. MOST will shut down. Dont worry pay for substack for negative nellies"
X Link 2025-12-04T15:50Z 2446 followers, XXX engagements
"For those who trusted fundamentals vs. technicals if you remember from the other account we were very off on $ALB near term but we all knew this was not going under. @Puneet_Thakkar_ not sure if you held but great outperformance to $SPY. I feel given the power needed for AI and this crazy rise in our California utility bills the next one that market is too worried about/tax loss sell off is $ENPH. The CEO / management do these massive X hour calls and give you so much detail that even Gemini X is like dude we dont have that much TPU to burn. But regardless of some noise this stock has dropped"
X Link 2025-12-05T16:02Z 2447 followers, XXX engagements
"$CRML thesis in one page"
X Link 2025-12-07T02:47Z 2446 followers, 2530 engagements
"@KristinaParts @cnbc I am sorry this is wrong that $NVDA wont sell into China. China and Xi can say whatever in Media but $BABA and DeepSeek will figure out a way to get some $NVDA Chips. This is such a competitive race and there is no need to handcuff your best LLM when the TAM for these LLMs are essentially a technology with the potential to automate or augment significant portions of human cognitive labor thereby transforming entire industries and the global economy. The TAM here is going to go from $30B to $500B in X years. Some guys are predicting $X trillion by 2030. Either way we are"
X Link 2025-12-08T18:35Z 2399 followers, XXX engagements
"@Puneet_Thakkar_ @AIStockSavvy I am waiting for the final flush in $enph. Right now starter to monitor"
X Link 2025-12-09T12:34Z 2417 followers, XXX engagements
"$crwv what is that saying stock breaks $XX XX goes where"
X Link 2025-12-09T18:05Z 2447 followers, XXX engagements
"@GavinSBaker Haa. On all your investments I was least bullish on SpaceX. But if this 6x more solar/no cooling/laser connectivity really pan out @SpaceX free cash flow might just go vertical. @elonmusk might already be a trillionaire Haa"
X Link 2025-12-09T20:34Z 2434 followers, XXX engagements
"Couldnt upload it properly on X. Here's the AI video summary. The AI videos are just a little comical though. $NVDA GB300 and $GOOGL TPU. Not sure if Gavin actually really meant this. With some TPU engineers exiting may be Google does have to pull up its sleeves. But not going to give up on Google yet. They are really the BEST right now. Hands down"
X Link 2025-12-09T20:49Z 2442 followers, 1561 engagements
"Didnt $App trialed $W Wayfair. You want to see what they did to the stock"
X Link 2025-12-09T23:28Z 2447 followers, 1320 engagements
"For anyone who really listened to Gavin's interview one of the crucial secular drivers that came out IMHO was how DCs capex can change from "first principles" perspective. Space. Cheaper power - solar 24/7 Cheaper build - cooling is free Cheaper connectivity - no fiber optic cables The only stock I can think of that could make sense to capture all this alpha is $RKLB. However I have not done due diligence. I did ask @GeminiApp to do some initial due diligence for me. We did build an inhouse model to get it going. Here's a webpage that $GOOGL Gemini created for us: For some historical"
X Link 2025-12-10T18:32Z 2447 followers, XXX engagements
"#FOMC decision and the Fed December Pivot on QE to the tune of $600B/yr. NotebookLM summary: $QQQ $SPY"
X Link 2025-12-10T19:29Z 2444 followers, XXX engagements
"$40B/mo QE until May 2026. Go figure and look at @LogicalThesis thesis - btw we are all biased. He is XXX% long so slightly biased. But the Fed approves his message. 🤣 This is what they mean by QT ending maintaining reserves"
X Link 2025-12-10T20:05Z 2447 followers, XXX engagements
"Dude its unfortunate. $Orcl price action is saying Sam Altman & OpenAI is going to get crushed by X and Gemini. Which means entire semi and supply chain I have to now think about. From $Amd $Nvda to $Tsm $Mu and perhaps even Semicap guys. We might be in an environment where AI underperforms rest of tech. Just because of these dumb dividends and levered up play. I dont get it. Larry is supposed to be smart why take loan. Just call up Saudis and get $20B"
X Link 2025-12-10T23:45Z 2444 followers, XXX engagements
"@GregTomaselli Its not about the Wall street opinion. $ORCL is tied to the entire ecosystem. If Oracle works that means: GPUs - $NVDA $AMD work Fabs - $TSM keeps on pumping wafers/builds front and back end capacity Memory - $MU keeps supplying HBM Semicap - $ASML $KLAC $AMAT $LRCX keep getting order for capacity additions Connectivity - $AVGO $ANET $CRDO work Power providers - Utilities work Gas turbine guys - $GEV dont see negative order cancellations Oracle crapping here because they didnt cut dividends/dont have cash to spend $80B and are super levered means = a LOT on the line and this"
X Link 2025-12-11T01:36Z 2446 followers, XXX engagements
"@dylan522p @ReplyGrinder $Orcl is down because they do not have money burnt $9B in the quarter on track to raise $70-80B of outside capital with $100B in debt & a massive dividend. Datacenter build is moot point if you DO NOT have the money. People dont want a dividend payer with negative FCF"
X Link 2025-12-11T01:56Z 2447 followers, XXX engagements
"@LogicalThesis I got lucky double on $mdb position. Secular growth in data & protection would be tough to stop. Listening to George Kurtz just tells me there is going to be massive demand for Zero Trust Security long term. So rotating slowly into $Zs $Panw (and $Snow)"
X Link 2025-12-02T22:32Z 2446 followers, XXX engagements
"Semicaps $ASML $AMAT $KLAC $LRCX could have a monster X years. Listening to KLAC at UBS. Wow the incremental op margin is 62%"
X Link 2025-12-03T17:45Z 2446 followers, XXX engagements
"No need for liquid cooling just open the window ehh. $MSFT $NVDA. Never thought of it but I guess Canadian Land can be the biggest DC play ever"
X Link 2025-12-09T15:16Z 2445 followers, XXX engagements
"Just thinking out loud this is very good from BOA. From 2026-27 Crypto might see a ton of supply come in. #BTC might move sideways. Probably a good time"
X Link 2025-12-09T15:17Z 2445 followers, XXX engagements
"People really might find it funny but this is very true. The Fed will win obviously as no one fights the Fed. But $Orcl is so impactful to $Amd $Nvda Semis $Tsm Racks Memory and power / utilities & suppliers to utilities when it blows up - the $ might shift from Semi to $Iwm or $Xbi or somewhere else. Its very sad to watch the cash burn / Oracle my guess is about to lose its debt rating if they dont stop the capex burn"
X Link 2025-12-11T05:16Z 2447 followers, XXX engagements
"Fed $40B QE = anything with pricing power = prices will rapidly rise. $Race $Vmc $Mlm $Meta $Googl $Fico $Hei $Tdg $BA $xbi pretty much entire HC sector including healthcare insurance cybersecurity $Panw $Zs and commodities U3O8 Cu Au Ag"
X Link 2025-12-11T08:47Z 2447 followers, XXX engagements
"$CVNA is now going to be part of your portfolio. If you own $SPY some free research on the history of the founder"
X Link 2025-12-11T10:22Z 2447 followers, XXX engagements