[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@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: XXX #

Engagements Line Chart

Mentions: X #

Mentions Line Chart

Followers: XXXXXX #

Followers Line Chart

CreatorRank: XXXXXXXXX #

CreatorRank Line Chart

Social Influence #

Social category influence stocks XXXX% finance XXXX% countries XXXX% technology brands XXXX%

Social topic influence japan 1.54%, china 1.54%, stocks 1.03%, $amd #638, $nvda #2197, $alab #68, $cohr 0.51%, $lite 0.51%, has been 0.51%, $125m XXXX%

Top accounts mentioned or mentioned by @openai @rwang07 @oakgrovecapital @theinformation @cgasparino @zephyrz9 @citrini7 @stretchmikep @krokodil_v @somerealthought @paulp1232 @xai @krokodilv @terrylennox @rhyconomist @brettmatsumoto @potus @realdonaldtrump @ustraderep @jpnpmo

Top assets mentioned Advanced Micro Devices (AMD) NVIDIA Corp. (NVDA) Astera Labs, Inc. Common Stock (ALAB) Coherent Inc (COHR) Lumentum Holdings Inc. Common Stock (LITE) Oracle Corporation (ORCL) Broadcom, Inc. (AVGO) Marvell Technology Inc (MRVL) MP Materials Corp. (MP) Applied Blockchain, Inc. Common Stock (APLD) CoreWeave, Inc. (CRWV) Alibaba Group (BABA) Arista Networks Inc (ANET)

Top Social Posts #

Top posts by engagements in the last XX hours

"1) $COHR risk/reward improved IT and I rotated a part of LITE back into COHR. It's still a smaller position. $LITE almost tripled past year and outperformed COHR 2.2x. For good reasons. LITE was and still is better positioned across a range of current and future interconnect technologies & products. As a result LITE's forward earnings cons rose 30%. COHR's forward cons was almost flat after last X Q's. But based on data today COHR numbers also have greater upside vs downside while valuation compressed. LITE also became much too big in the portfolio but that's portfolio dependent"
X Link @ResearchQf 2025-09-18T22:07Z 16.3K followers, 28.3K engagements

"Doubt this was a main driver for the selloff today. However most reporters also aren't financial analysts and @theinformation has been mixed. $125M gross profit on $900M revenue or a disastrous XX% gross margin E.g. $ORCL just began filling in its Abilene DC. Try back of envelopes but depending on unknown depreciation & fixed cost overheads possible GM for massive DCs that are quickly built and are just starting to be utilized has a . very wide range. There are assumptions under which it wouldn't be shocking for initial GM to be negative at very low utilization for a facility of this"
X Link @ResearchQf 2025-10-07T18:14Z 16.3K followers, 28.2K engagements

"3) Similarly before reaching too many conclusions about possible outcomes and as importantly paths to those outcomes it's worth diving into bottoms up complexities of various rare earths required technologies for refining & manufacturing as well as applications. A lesson is Japan. Did you know Japan is by far the largest producer of RE magnets outside China with single digit market share. A minor Sputnik moment for Japan was 2010 when there was a short embargo (or the threat of an embargo) from China. Also the appearance of SE Asia as a player for refined rare earths isn't due to local"
X Link @ResearchQf 2025-10-12T18:10Z 16.3K followers, 2186 engagements

"1) Whatever $AMD MI450 volumes for @OpenAI may be scale-up is much more than AMD and should still be a top interconnect term. Credible non $NVDA scale-up tech providers include $AVGO $ALAB and perhaps even $MRVL. UAE & UAL next few years. A few market caps are still tiny and everyone is placing multiple bets. E.g. Tomahawk Ultra announced this summer is optimized for scale-up. XXX nm latency PAM4 SerDes 51.2T Ethernet switch for up to 256s XPU to XXX XPUs. AVGO was down as much as $XX pre-market because its custom ASIC for OpenAI. Even if Rubin wasn't delayed maybe that Fubon note had"
X Link @ResearchQf 2025-10-06T14:24Z 16.3K followers, 39.2K engagements

"4) $MP is up 4x. Others multiplied. Market just realized "REs CRITICAL for economy & military." But bottoms up research means much bigger leg up for stocks & geopolitics. And is RE independence worth only $14B (MP mkt cap) Technical discussion later"
X Link @ResearchQf 2025-10-12T18:10Z 16.3K followers, 7077 engagements

"1) $APLD indicated up XX% after speeding its DC buildouts in North Dakota. Total contract value with $CRWV is now $11B at Ellendale. XXX MW. APLD broke ground at Harwood for XXX MW of CITL. "We believe this campus can scale to X GW as additional generation capacity is added to the grid" with advanced discussions with a hyperscaler. APLD has also entered negotiations with two additional hyperscalers for two new locations. Their pipeline of active development pipeline is X GW. "So everyone's been scrambling when can power turn on and when can you build a building.""
X Link @ResearchQf 2025-10-10T12:49Z 16.3K followers, 10.7K engagements

"1) Trump rare earths EUV AI Japan HDDs markets and geopolitics. You can almost feel the torch being passed to China. Without our leadership in AI which will extend into all things economic and military I'd hazard to guess that shift to China would seem almost conclusive by now less than a year () into Trump X assuming all else were somehow equal. Trump has a X% chance of winning a 3rd term on Polymarket. There's $55M in total bets already. Otoh if Polymarket had "Will Trump remain president thru 2027" with XX% odds I might consider betting against it today. I also can't imagine the sheer"
X Link @ResearchQf 2025-10-12T18:10Z 16.3K followers, 19.9K engagements

"8) One more data point before some local press releases. $BABA has done well. Take a look at its capex ramp in just reported Q and forward comments. No wonder H20 orders were widely reported to have picked up last month. And $GDS (9698 HK) benefited with a big run despite exposure to ASEAN data centers"
X Link @ResearchQf 2025-02-23T23:31Z 16.3K followers, 10.8K engagements

"Still depends a ton on conference calls but clean beats & raises on $ANET as well as scale-up & hopefully VERY soon scale-out switching $ALAB. Scorpio-X timing and ramp is the biggest driver. $AMD shares first up now down 4%. Topline beat & raise but DC was only inline at $3.24B but a bit backward looking . AMD will depend much more on earnings call esp Lisa's commentary on MI350 series beginning 2H and MI400 Helios next year. AMD assumes no MI308 shipments to China in Q3 as license application is still under review. How conservative (or not) is that"
X Link @ResearchQf 2025-08-05T20:36Z 16.3K followers, 18K engagements

"2) EUV and a later segue to rare earths. Japanese companies were once leaders in lithography for many years and remain DUV competitors for $ASML. Japan was and remains a tech superpower. But even Nikon and Canon supported by a top lithography supply chain (including companies like Gigaphoton) eventually gave up. As you know EUV is an incredible human engineering achievement. When I followed its development I initially thought commercial success was unlikely at least during its early years. XXXX nm sources (ArF for DUV is XXX nm and can still use transmissive lenses) generated by blasting tin"
X Link @ResearchQf 2025-10-12T18:10Z 16.3K followers, XXX engagements

"$SLV iShares Silver Trust was actually down briefly today when silver was up almost X% leading to almost a X% discount to its live NAV. Kind of interesting. This type of behavior tends to happen in certain environments"
X Link @ResearchQf 2025-10-09T15:52Z 16.3K followers, 5306 engagements

"3) If you don't really care because you're making money consider ultimately what made the US exceptional the leader of the free world attracted some of the most talented in the world and made our markets so valuable include rule of law free markets with little cronyism lower corruption freedom of the press still the best post-graduate educational institutions high trust cooperative systems respect for science & merit (believe it or not Silicon Valley is world class for merit despite what some people think) and our relative decency in modern history. I know. But compare East vs West Germany or"
X Link @ResearchQf 2025-10-04T17:42Z 16.3K followers, 2423 engagements

"1) $NVDA higher target at Cantor is based on some info. CJ hosted several days of meetings for Jensen and Colette. The bubble or not commentary you decide. - Customers are searching desperately for compute wherever they can find it and every GPU sold out - Huge uplift in consumer demand from "long thinking" and inflection in AI token demand last 12-16 weeks likely tied to time-based reasoning coupled with multimodal inputs led by video None of this should be that surprising if one's been paying attention but it's always good to hear all this again especially when Colette is there"
X Link @ResearchQf 2025-10-09T18:26Z 16.3K followers, 14.6K engagements