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@mingchikuo Avatar @mingchikuo 郭明錤 (Ming-Chi Kuo)

郭明錤 (Ming-Chi Kuo) posts on X about momentum, oracle, logic, xiaomi the most. They currently have XXXXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

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Mentions: XX #

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Followers: XXXXXXX #

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Social Influence #

Social category influence technology brands XXXX% stocks XXXX%

Social topic influence momentum 4.26%, oracle 2.13%, logic 2.13%, xiaomi 2.13%, over the 2.13%, 50k 2.13%, $1717tw 2.13%, $10b 2.13%, chips 2.13%, amphenol XXXX%

Top accounts mentioned or mentioned by @samuelerdl1999 @techvisionasia @yravgrocketsfan @welt__meister__ @applesclubs @jukanlosreve @dsccross @theapplehub @drckos778 @tech_marcell @justabdulraouf @apolicyguy @colinjohnson13 @rwang07 @hristopelov @xyang2023 @stanphylcap @realdonaldtrumpposts114556874484491575 @filipvabrousek @leakerapple

Top assets mentioned Amphenol Corporation (APH)

Top Social Posts #

Top posts by engagements in the last XX hours

"Wiwynns 2025 Business Momentum May Exceed Expectations with Structural Growth Expected in 20262027"
X Link @mingchikuo 2025-01-09T00:40Z 211.5K followers, 25.9K engagements

"2025AppleiPhone / Sunny Opticals 2025 business momentum to benefit significantly from being a new CCM supplier for Apple & iPhoneorders return"
X Link @mingchikuo 2024-07-17T02:08Z 211.6K followers, 51.6K engagements

"An Analysis of U.S. Commerce Secretary Lutnicks Call for a 5050 Semiconductor Commitment fromTaiwan Full story"
X Link @mingchikuo 2025-10-05T13:32Z 211.6K followers, 74.7K engagements

"Heres a focused analysis of the widely discussed The Information report about Oracle. I believe this analysis helps clarify the reports logic. Im not commenting on the reports motives nor on Oracles share price. The following two passages from the report are pivotal: they indicate the period covered (JuneAugust 2025) and the scope (rentals of small quantities of both new and older Nvidia GPUs). -- In the three months that ended in August Oracle generated around $XXX million from rentals of servers powered by Nvidia chips and recorded a gross profit of $XXX million. In some cases Oracle is"
X Link @mingchikuo 2025-10-08T12:36Z 211.6K followers, 131.7K engagements

"CCM2025AppleCCM / Sunny Optical has passed the bottom; prices of some of Sunny Opticals lenses and CCMs increase; it is expected to become Apples new CCM supplier after2025"
X Link @mingchikuo 2023-10-11T05:10Z 211.6K followers, 72.6K engagements

"If the goal is to boost U.S. semiconductor output TSMC taking equity stakes or forming joint ventures is far less efficient than directly expanding its U.S. capacity. That should be obviousand its why TSMC has had no equity- or JV-related discussions with any company to date and has repeatedly denied related market rumors"
X Link @mingchikuo 2025-09-29T12:28Z 211.6K followers, 56.1K engagements

"Xiaomi XX Series Update & Analysis: Shipment Cut Challenges and Paths Back to Growth X. Shipment plan cut: My latest industry surveys point to a significant XX% cut for the Xiaomi XX series shipments (from an original target of 10M units). If there is no further step-up in pricing or marketing going forward total shipments for the XX series could fall below the XX series 8M units. X. Mix shift behind the cut: The cut is mainly due to weaker-than-expected demand for the standard model. It was expected to account for 5055% of total XX series but after launch its tracking at only 1520%. While"
X Link @mingchikuo 2025-09-29T05:01Z 211.6K followers, 101.8K engagements

"MacBook models will feature a touch panel for the first time further blurring the line with the iPad. This shift appears to reflect Apples long-term observation of iPad user behavior indicating that in certain scenarios touch controls can enhance both productivity and the overall user experience. X. The OLED MacBook Pro expected to enter mass production by late 2026 will incorporate a touch panel using on-cell touch technology. X. The more affordable MacBook model powered by an iPhone processor slated for mass production in 4Q25 will not support a touch panel. Specifications for its"
X Link @mingchikuo 2025-09-17T09:45Z 211.6K followers, 576.1K engagements

"Sunny Optical to Benefit Significantly from Apples Optical Order Growth and Spec Upgrades Over Next TwoYears"
X Link @mingchikuo 2024-11-08T05:25Z 211.6K followers, 29.7K engagements

"P702024 / Huaweis new P70 series will continue to drive the camera upgrade cycle for high-end smartphones in 2024 with Largan and Sunny Optical emerging as key beneficiaries"
X Link @mingchikuo 2023-11-28T03:36Z 211.6K followers, 79.3K engagements

"From a supply-chain perspective heres a quick look at OpenAIs plan to start deploying X GW of AMD MI450 systems in 2H26and what it could mean for Nvidia. X. There have been no significant changes to AMDs 2026 CoWoS orders over the past two weeks. X. X GW MI450 deployment translates to roughly 50K CoWoS-L wafers. Current estimates put AMDs 2026 CoWoS orders at 60K80K wafers (8090% for MI400 series). This means AMD's current CoWoS order plan is sufficient to support the X GW build-out under both optimistic and conservative scenarios. X. A quick look suggests that the main beneficiaries of"
X Link @mingchikuo 2025-10-06T16:16Z 211.6K followers, 107.5K engagements

"Eternal Materials First-Ever TSMC Advanced Packaging Order Exclusive MUF and LMC for 2026 Apple Chips New CoWoS Beneficiary Eyeing Global High-Gross Margin LMC Market Worth OverNT$10B"
X Link @mingchikuo 2025-08-12T14:47Z 211.6K followers, 50.5K engagements

"Foldable iPhone Hinge: Key Updates Lower-Than-Expected ASP Favors Apple; Supplier Shifts Favor Foxconn; Luxshare as a Potential Supplier; Reassessing the Contribution to SZS and Amphenol Full story"
X Link @mingchikuo 2025-10-12T17:11Z 211.6K followers, 60.1K engagements

"2H23 New Apple Watch Ultra mechanical parts to adopt 3D printing technology; key suppliers including IPG Photonics Farsoon and BLT / 2H23Apple Watch Ultra3DIPG Photonics"
X Link @mingchikuo 2023-07-14T14:56Z 211.6K followers, 86.1K engagements

"@SamuelErdl1999 @filipvabrousek @DSCCRoss Ross @DSCCRoss is an expert on displays (not just Apple products). I think the 2025 MacBook Pro will continue to use the mini-LED"
X Link @mingchikuo 2024-09-10T11:54Z 211.6K followers, 3735 engagements