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@ResearchQf Avatar @ResearchQf QF Research

There is no news or social post specifically about QF Research. The provided tweets appear to be about other companies and economic data, including MP Materials, LITE, and CPI core data. No information is available about QF Research.

Engagements: XXXXX #

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Followers: XXXXXX #

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Social Influence #

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

Social topic influence $nvda #770, nvda #475, stocks #4026, china 3.9%, $mrvl 3.9%, $3661tw 3.9%, $swir 2.6%, $smtc 2.6%, $mtsi 2.6%, tariffs XXX%

Top accounts mentioned or mentioned by @rwang07 @openai @xai @terrylennox @rhyconomist @citrini7 @yourpersonaltr1 @grok @cimar77 @monkechevarria @tshirtnjeans2 @humphilomath @terrylennox_

Top assets mentioned NVIDIA Corp. (NVDA) Marvell Technology Inc (MRVL) Semtech Corp (SMTC) MACOM Technology Solutions Holdings, Inc (MTSI) Apple, Inc. (AAPL) Taiwan Semiconductor (TSM) Oracle Corporation (ORCL) Intel Corporation (INTC) Tesla, Inc. (TSLA) CoreWeave, Inc. (CRWV) Nebius Group N.V. Class A Ordinary Shares (NBIS) Applied Blockchain, Inc. Common Stock (APLD) Microsoft Corp. (MSFT) Spotify Technology (SPOT) Northrop Grumman Corporation (NOC) Limitus (LMT) Raytheon Technologies Corp (RTX) Landwolf (WOLF) Broadcom, Inc. (AVGO)

Top Social Posts #

Top posts by engagements in the last XX hours

"5) Still much more comfortable with conspiracy theory accounts"
@ResearchQf Avatar @ResearchQf on X 2025-07-21 23:14:12 UTC 14.5K followers, 2346 engagements

"1) Even in an AI overfill environment tactical downside trades (exit long and/or short) can work. $CRWV is down XX% in less than X weeks. Can't time perfectly but can improve risk/reward with secular bull framework of later higher and more expensive. Esp true for AI and small float causing huge short interest %. Squeezes any given day are always possible. Lock-up expiry is in Sep but earlier share sale can occur with a waiver from MS and consent from Magnetar"
@ResearchQf Avatar @ResearchQf on X 2025-07-18 16:06:38 UTC 14.5K followers, 3749 engagements

"4) Here's another Tier X IB that has local offices globally. GS AI server model as of late March before Liberation Day. GS modeled AI servers falling XX% Q/Q in Q3. Anyone who believed this would've been short $NVDA and AI stocks in general. Some doubled or more since then. Again these are mostly assumptions & opinions. Not to pick on GS. But these were posted for engagement or $'s again with no real analysis. LT charts are almost always opinions. It's hard to predict what happens next month or Q much less over 2-5 year trajectories. Take a look at internet or wireless predictions from"
@ResearchQf Avatar @ResearchQf on X 2025-07-21 23:14:12 UTC 14.5K followers, 1724 engagements

"AI internals good today. $SMTC is one example. $SWIR deserves low multiple but HW (and IOT consumer etc) down big to consumption but guided bit higher. Non-AI pops soon. And as if traders saw $XX resistance. Lasted pre/post mkt and X day. It's early. AI may be big few Q out"
@ResearchQf Avatar @ResearchQf on X 2024-04-03 20:25:04 UTC 14.5K followers, 3878 engagements

"4) NYT. Btw beyond what may be much bigger opportunity in China global AI demand & supply datapoints continued to improve for many months. Again wouldn't XXX% rule out mini-Liberation X but AI exponentials still overwhelms over sufficient periods"
@ResearchQf Avatar @ResearchQf on X 2025-07-20 19:22:40 UTC 14.5K followers, 1777 engagements

"8) management is critical. If spec positions are sized properly and took cost+ out when stock runs and become oversized optionality remains. These can correct XX% for no reason or 50%+ on a bad Q. That's one shorter term physical AI theme. Others later"
@ResearchQf Avatar @ResearchQf on X 2025-07-21 01:34:24 UTC 14.5K followers, 2938 engagements

"1) Wow H20 and the GB30 equivalent $NVDA blog. Didn't realize Jensen was such a diplomat"
@ResearchQf Avatar @ResearchQf on X 2025-07-15 02:01:55 UTC 14.5K followers, 8664 engagements

"2) Beyond possible future H20 (whether old or revised) & B20 licenses coming Section XXX semi & electronics tariff is still the most important unknown tariff. Something to think about given China's leverage and Trump's continued push for a Xi meeting"
@ResearchQf Avatar @ResearchQf on X 2025-07-20 19:22:39 UTC 14.5K followers, XXX engagements

"1) Words "upside skew" wasn't an accident. There was big options component in $MRVL trade. But this post is about ease of options strategies with simple AI. Advice on when to use options later in thread. a) $XX call 12/20 expiration: Cost $XXX. Last trade = $XXXXX. Not bad"
@ResearchQf Avatar @ResearchQf on X 2024-12-16 23:37:44 UTC 14.5K followers, 25.9K engagements

"2) Tactical only. CRWV will prob be a long again at some level & time depending on supply dynamics but more importantly AI token demand growth. Sure depreciation. Other tier 2's such as $NBIS and $APLD outperformed CRWV 60-70% last few months (part of the AI overflow went to $APLD). Less overhang and "cheaper.""
@ResearchQf Avatar @ResearchQf on X 2025-07-18 16:06:38 UTC 14.5K followers, 1893 engagements

"5) But if AAPL shifts in a major way and does overinvest soon it's likely more bullish. While most application layers remain under threat from AI and AI natives Apple's user base so big that a super cycle or two isn't impossible"
@ResearchQf Avatar @ResearchQf on X 2025-07-21 01:34:23 UTC 14.5K followers, XXX engagements

"6) An attractive feature of military physical AI is tariffs and any near term macroeconomic fluctuations are less important. AAPL has to navigate whatever ST impact Section XXX causes and magnitude of possible net demand destruction. But a decisive AI move by Apple could be more important"
@ResearchQf Avatar @ResearchQf on X 2025-07-21 01:34:23 UTC 14.5K followers, XXX engagements

"1) And confirming data. Alchip Dec monthly rev grew XX% M/M to another record due to strength from certain hyperscaler customers and better CoWoS-R ramp at $TSM. Dec Q rev also beat consensus by XX% and is up XXX% Y/Y"
@ResearchQf Avatar @ResearchQf on X 2024-01-10 20:43:47 UTC 14.5K followers, 18.9K engagements

"3) of 1.6T. MRVL also won $MSFT Maia 3nm. Will ramp next Y. There's confusion wrt next-gen programs. Not only after Trainium X but Maia Gen X. Alchip (ships Inferentia now) is the source. This is a BIG deal - was fairly sure MRVL won Inferential X but feel doubly sure with"
@ResearchQf Avatar @ResearchQf on X 2024-08-30 18:11:55 UTC 14.5K followers, 2493 engagements

"1) The Information article yesterday had little incremental info but today's NYT & SCMP reports are worth reads. Conclusion first. Shippable H20 inventory is still lower than prior to the ban but still very significant and don't forget RTX 6000D. Today's reports support earlier conclusion that $NVDA opportunity in China is greater and possibly much greater. H20 wasn't specifically discussed in Geneva or London contrary to Lutnick comments but Bessent's "all part of a mosaic" sounds closer to the truth. Trump & advisors were "surprised by threat of Beijing's countermove." Depressing but"
@ResearchQf Avatar @ResearchQf on X 2025-07-20 19:22:38 UTC 14.5K followers, 9602 engagements

"9) Should also mention Section XXX on UAS supply chains. Analysis will be similar to coming Section XXX for semiconductors semiconductor equipment PCs SPs HDDs eSSDs transceivers etc supply chains"
@ResearchQf Avatar @ResearchQf on X 2025-07-21 01:34:25 UTC 14.5K followers, 1655 engagements

"1) AI songs are already pretty good. Take a listen. AI band The Velvet Sundown (named as a nod to The Velvet Underground) has 1.4M monthly listeners on $SPOT. "Dust on the Wind" has 1.8M plays but Spotify didn't realize it was AI until a few days ago"
@ResearchQf Avatar @ResearchQf on X 2025-07-17 13:47:06 UTC 14.5K followers, 10.2K engagements

"1) Defense sector update. Also one of physical AI-adjacent sectors with nearer catalysts. Korean K-Defense ETF is now up 2.7x YTD. Rheinmetall up 3X. SaaB 2.4x. US defense stocks are still underperforming e.g. $LMT is down YTD. $RTX $NOC up but much less. Korea can build quality stuff quickly and in volume. Not just ships or nuclear plants but high end military equipment. Possible new orders seemingly every week such as K9 VIDAR artillery for Norway IFVs for Romania MLRS for Egypt more Black Panthers etc etc. But there's shift to AI. Even US defense-related stocks with AI or autonomous"
@ResearchQf Avatar @ResearchQf on X 2025-07-21 01:34:21 UTC 14.5K followers, 6498 engagements

"3) Even submarines or destroyers. When $ORCL mentioned private clouds on naval vessels some asked why does a submarine need a mini-DC Larry Sam Sundar Elon Dario Jensen and other CEOs won't be able to talk details going forward. These announcements are tips of icebergs"
@ResearchQf Avatar @ResearchQf on X 2025-07-21 01:34:22 UTC 14.5K followers, XXX engagements

"1) So on ASICs at hyperscalers seeing + revisions past week. Alchip in Taiwan has been running. Think of Alchip ballpark $AVGO or $MRVL custom ASIC businesses. Rev doubling Y/Y. +344% YTD vs $NVDA which is only +229% YTD. TPU v5 ramp looks big. $INTC Gaudi strong. Even"
@ResearchQf Avatar @ResearchQf on X 2023-12-14 19:56:12 UTC 14.5K followers, 6357 engagements

"1) $ORCL is now an important and incrementally very important AI read for obvious (e.g. Stargates & @OpenAI) but also less obv reasons. May Q a decent beat though IaaS inline. A few interesting metrics: RPO: - Nov '24 Q $97B. Feb '25 Q $130B. May '25 Q $138B vs $128B cons (current portion in call) - "RPO is likely to grow more than XXX% in FY26" cons () Capex: - Nov '24 Q $4.0B. Feb '25 Q $5.9B May '25 Q $9B cons More later. As always Larry's comments will be critical. ORCL 10Q can be juicy"
@ResearchQf Avatar @ResearchQf on X 2025-06-11 20:52:59 UTC 14.5K followers, 11.2K engagements

"3) finally be here with hints all that AI data will drive longer distance coherent optics within and outside DCs. $SMTC +68% YTD Unknowns any X Q and model non-AI independently. $SWIR was an awful acq but is it bottoming $50-100M ACC TAM '25 seems low"
@ResearchQf Avatar @ResearchQf on X 2024-08-25 20:32:01 UTC 14.5K followers, 10.1K engagements

"1) Alchip comments during MS tech trip end of last week. Citi also had new data from trips to Taiwan and Korea. Btw this is when sellside is sometimes helpful. Incremental data. More upward revisions are possible including $INTC Habana and AWS. Habana backlog is $2B but"
@ResearchQf Avatar @ResearchQf on X 2024-03-16 17:53:12 UTC 14.5K followers, 7598 engagements

"2) And very importantly b) AI militaries are inevitable. Shift has begun. Headlines & mentions in calls are widespread now despite secrecy. I.e. what's public is small % of what's planned. Drones or UAS now. Many signs point to missiles autonomous guns fighters tanks followed by robot soldiers etc"
@ResearchQf Avatar @ResearchQf on X 2025-07-21 01:34:21 UTC 14.5K followers, XXX engagements