@nrossolillo Nicholas Rossolillo
Nicholas Rossolillo posts on X about ai, stocks, $nvda, future the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.
Engagements: [---] #
- [--] Week [------] +138%
- [--] Month [------] +64%
- [--] Months [-------] +57%
- [--] Year [-------] +33%
Mentions: [--] #
- [--] Month [--] -37%
- [--] Months [---] +18%
- [--] Year [---] +20%
Followers: [-----] #
- [--] Week [-----] +0.36%
- [--] Month [-----] +1.10%
- [--] Months [-----] +5.60%
- [--] Year [-----] +9.70%
CreatorRank: [---------] #
Social Influence
Social category influence stocks 58.82% finance 32.35% technology brands 30.15% cryptocurrencies 5.88% social networks 1.47% automotive brands 1.47% countries 1.47% currencies 1.47% fashion brands 0.74% luxury brands 0.74%
Social topic influence ai 20.59%, stocks 10.29%, $nvda #2593, future 4.41%, $avgo 4.41%, investment 3.68%, $asml #56, asml #126, $mu 3.68%, growth 2.94%
Top accounts mentioned or mentioned by @skhynix @sadusumi @chrishodge36877 @saynototrading @foolsgd @stephenking @josenajarro @chipstockinvestor @cu_prae @vr_tonio @rahulsetty @vipulkashyap @bradocapital @minnvestor @krossolillo @thijsvanderspil @sportsauthority @dickssportinggoods @priceline @tmfjaguar
Top assets mentioned NVIDIA Corp. (NVDA) Broadcom, Inc. (AVGO) Micron Technology, Inc. (MU) Alphabet Inc Class A (GOOGL) Netflix Inc (NFLX) Taiwan Semiconductor (TSM) Lam Research Corporation (LRCX) Synopsys, Inc. (SNPS) Block, Inc. (SQ) Credo Technology Group Holding Ltd (CRDO) Warner Bros Discovery, Inc. (WBD) Marvell Technology Inc (MRVL) Now Coin (NOW) Monolithic Power Systems, Inc. (MPWR) Analog Devices, Inc. (ADI) IonQ, Inc. (IONQ) Sandisk Corporation (SNDK) Stacks (STX) Rambus Inc (RMBS) Cloudflare, Inc. (NET) Intel Corporation (INTC) Miami International Holdings, Inc. (MIAX) Microchip Technology Inc. (MCHP) Texas Instruments (TXN) SkyWater Technology, Inc. (SKYT) Lumentum Holdings Inc. Common Stock (LITE) Coherent Inc (COHR) Motorola Solutions Inc (MSI) Lattice Semiconductor Corp (LSCC) Pure Storage, Inc. (PSTG) IBM (IBM) ServiceNow Inc (NOW) Rigetti Computing, Inc. Common Stock (RGTI) D-Wave Quantum Inc. (QBTS) Amphenol Corporation (APH) Amkor Technology Inc (AMKR) Western Digital Corp (WDC) Apple, Inc. (AAPL) Palo Alto Networks Inc (PANW) Datadog Inc (DDOG) Dynatrace, Inc. (DT) Shopify Inc (SHOP) Walmart, Inc. (WMT) Fastly, Inc. (FSLY) Fenerbahçe Token (FB) American Express Company (AXP) PayPal Holdings Inc (PYPL)
Top Social Posts
Top posts by engagements in the last [--] hours
"Fastly's big jump the last two days isn't random. The Shopify and Walmart deal as well as the Shopify and Facebook deal a few weeks ago could add a lot of traffic to Fastly's platform. $FSLY $WMT $FB $SHOP $NET https://www.fool.com/investing/2020/06/16/fastly-could-be-the-biggest-winner-from-shopifys-d.aspx https://www.fool.com/investing/2020/06/16/fastly-could-be-the-biggest-winner-from-shopifys-d.aspx"
X Link 2020-06-16T16:37Z [----] followers, [--] engagements
"Square $SQ isn't just a high-flying tech stock it's also an economic recovery stock. https://www.fool.com/investing/2020/11/26/could-square-be-a-millionaire-maker-stock/ https://www.fool.com/investing/2020/11/26/could-square-be-a-millionaire-maker-stock/"
X Link 2020-11-26T18:12Z [----] followers, [--] engagements
"3/ Large crowds can be right but are self-fulfilling echo chambers. They can (eventually) become misguided and/or wrong. Take some risk on trends before they start for maximum gain"
X Link 2020-12-02T19:08Z [----] followers, [--] engagements
"5/ Anything that requires an excessive amount of time and attention isnt an investment its a job. Theres nothing wrong with one versus the other but dont confuse the two"
X Link 2020-12-02T19:08Z [----] followers, [--] engagements
"6/ True investing involves providing your excess capital to a person or organization in need then benefitting alongside them from their efforts"
X Link 2020-12-02T19:08Z [----] followers, [--] engagements
"9/ Paying a fair price for an investment is important but becomes less important the longer you expect to own it. Focus instead on the long-term potential"
X Link 2020-12-02T19:09Z [----] followers, [--] engagements
"10/ More trading more profits"
X Link 2020-12-02T19:09Z [----] followers, [--] engagements
"Don't confuse trading with investing. Trading = you're working. Investing = someone else is working for you"
X Link 2021-01-15T16:17Z [----] followers, [--] engagements
"Here's my full initial take on Clover Health and why I think this company could be at the forefront of disrupting the very gatekeepers of the massive U.S. healthcare system. #stocks $CLOV https://www.fool.com/investing/2021/01/21/should-you-buy-clover-health-stock/ https://www.fool.com/investing/2021/01/21/should-you-buy-clover-health-stock/"
X Link 2021-01-21T15:49Z [----] followers, [--] engagements
"$AXP had a great earnings report this morning so I'm buying (more) of $PYPL and $SQ"
X Link 2021-07-23T14:42Z [----] followers, [--] engagements
"I believe this is a worthwhile reminder right now: Don't compare your account balance now to [--] months ago. Compare it to your account [--] years ago give yourself a pat on the back then go do something more enjoyable than staring at the stock market. Works on the way up too"
X Link 2022-01-25T18:49Z [----] followers, [--] engagements
"Everyone kinda stole its thunder already but $NVDA beat expectations pretty handily in Q4. Rev. up 53% YoY adj EPS up 69% guidance calling for 43% growth in Q1 at midpoint. Long $NVDA"
X Link 2022-02-16T21:30Z [----] followers, [--] engagements
"Google/Alphabet $GOOG trades for 22x free cash flow today. McDonalds $MCD trades for 26x free cash flow. Am I seeing my screen right"
X Link 2022-05-12T00:03Z [----] followers, [--] engagements
"Some added granularity on $NVDA for context: Data center revenue up 83% YoY to $3.75 billion Gaming revenue up 31% to $3.62 billion"
X Link 2022-05-25T20:33Z [----] followers, [--] engagements
"The internet has broken the $AEHR Investor relations page ahead of the earnings call. Too many people bought over $40 didn't they"
X Link 2024-01-09T22:08Z [----] followers, [----] engagements
"How many are legit interested in $NFLX and $ISRG earnings this evening🙌"
X Link 2024-07-18T13:17Z [----] followers, [----] engagements
"Seeing some incredulity that $INTC hasn't received CHIPS Act finding yet but others including $TSM TSMC have. I'm incredulous at the incredulity. One of the above companies has it together. One doesn't. I too am asking hard questions about where the CHIPS funding is going"
X Link 2024-11-15T12:56Z [----] followers, [----] engagements
"For those in pursuit of financial freedom -- whatever that looks like for you -- don't forget to lead a happy and meaningful life now. Happiness and purpose won't magically appear once you've "made it." Gotta enjoy the ride along the way"
X Link 2021-01-05T21:46Z [----] followers, [--] engagements
"Here's my deeper dive into the Magnite deal for SpotX and why shares continued to🚀🚀🚀 even after the announcement. This is a great company to own if you think connected TV is the future (it is). #stocks long $MGNI https://www.fool.com/investing/2021/02/10/magnite-builds-on-its-connected-tv-momentum-with-a/ https://www.fool.com/investing/2021/02/10/magnite-builds-on-its-connected-tv-momentum-with-a/"
X Link 2021-02-10T20:24Z [----] followers, [--] engagements
"Shift4 Payments $FOUR. Seriously considering swapping out Block $SQ for this one. @RahulSetty_ I think you like $FOUR as well"
X Link 2023-06-04T14:54Z [----] followers, [----] engagements
"$ASML earnings call moderator "please limit yourself to one question." First analyst "I have two questions.""
X Link 2025-07-16T13:56Z [----] followers, [----] engagements
"Remember this time last year when Applied Materials and the other Fab5 were dead money were AI era losers and declared a "sell" I do. $AMAT $ASML $LRCX $KLAC $TOELY"
X Link 2026-02-13T15:55Z [----] followers, [----] engagements
"$MIAX brief overview"
X Link 2025-09-15T14:26Z [----] followers, [----] engagements
"Semiconductor and electronics distributors can provide insight into the electronics manufacturing supply chain -- and sales cycle indicators. What do you see in the inventory for $ARW and $AVT"
X Link 2025-12-15T18:03Z [----] followers, [---] engagements
"Credo Technology $CRDO has rapidly emerged as a key beneficiary of the AI data center buildout powered by surging demand for its active electrical cables (AECs) the now-famous purple cables increasingly standard inside hyperscaler networks. These copper-based interconnects offer a compelling mix of lower power consumption higher reliability and reduced cost compared to optical alternatives making them a natural fit as data centers scale. AECs remain Credos fastest-growing business with multiple hyperscalers now contributing meaningful revenue and customer forecasts continuing to move higher."
X Link 2025-12-24T14:13Z [----] followers, [----] engagements
"On an upcoming video: The massive divergence between not just semiconductors and enterprise software stocks but also semiconductors and growth stocks in general. $SMH $IGV $VUG It may take some time as trends can overshoot expectations (in both directions) for much longer than we think. But for those taking the long biz ownership view opportunities abound right now in software even as the market feels "frothy" overall. https://twitter.com/i/web/status/2013266308687712305 https://twitter.com/i/web/status/2013266308687712305"
X Link 2026-01-19T15:04Z [----] followers, [---] engagements
"It helps to remember that even after another sizable sell-off a lot of SaaS stocks are still up many hundreds of % since they became publicly traded. Just one example here: $VEEV"
X Link 2026-01-23T18:56Z [----] followers, [----] engagements
"Everyone is focused on current chip shortages and "bottlenecks." But what about the part of the semi industry NOT currently in shortage $MCHP et al"
X Link 2026-01-28T08:32Z [----] followers, [----] engagements
"More IDM market consolidation and M&A today. $TXN acquiring $SLAB ending a miserable fun for Silicon Lab shareholders -- of which I imagine there aren't very many. Auto/industrial/power end markets. if you know you know"
X Link 2026-02-04T15:00Z [----] followers, [---] engagements
"Ironic timing for a day like today but we did a deep dive on $IONQ's proposed acquisition of chip fab $SKYT. Interesting things are afoot in the quantum computing startup industry. https://youtu.be/GvEwZFlu0jk https://youtu.be/GvEwZFlu0jk"
X Link 2026-02-04T17:45Z [----] followers, [---] engagements
"Lam Research $LRCX has been on fire the last year. Valuations look stretched but the expectations for 2026-27 are exceptionally good. We did a deep dive on these puts and takes after buying up plenty LRCX the last two years. https://youtu.be/-9dnd7Fa9Ic https://youtu.be/-9dnd7Fa9Ic"
X Link 2026-02-05T17:32Z [----] followers, [----] engagements
"$MNDY SaaS-pocalypse continues today. It isn't just the revenue growth outlook question in the age of AI. The real question we all need to ponder: Which individual software company cash flows do we think can recover and return to growth as new AI products get included into the sales mix https://twitter.com/i/web/status/2020846775066865965 https://twitter.com/i/web/status/2020846775066865965"
X Link 2026-02-09T13:06Z [----] followers, [----] engagements
"@vipul_kashyap True. Given the internal market dynamics of business valuation though this drop is less about the AI itself and the business model question marks that have arisen. It's too soon to say for certain what the future cash profit profile will be for these companies"
X Link 2026-02-09T14:07Z [----] followers, [---] engagements
"$LITE $COHR $FN and the other optical component companies benefiting from AI data centers were some of the hottest stocks of [----]. Will the run continue in [----] https://youtu.be/iac0R3c9zDM https://youtu.be/iac0R3c9zDM"
X Link 2026-02-09T17:27Z [----] followers, [----] engagements
"🤔 $GOOGL $MSI"
X Link 2026-02-10T12:52Z [----] followers, [---] engagements
"Also this. 🤔 $GOOGL $MSI"
X Link 2026-02-10T12:52Z [----] followers, [---] engagements
"I'll be discussing all things $AMD and AI data center semiconductor race with Simon on his live show tomorrow here on X 10am EST One year ago I posted that I thought AMD's stock could be worth $1200 per share by [----]. $AMD was selling for $110 last year. So that expectation would be a 10-bagger in five years -- a pretty fantastic investment return My reasoning was based upon AMD's newest products One year ago I posted that I thought AMD's stock could be worth $1200 per share by [----]. $AMD was selling for $110 last year. So that expectation would be a 10-bagger in five years -- a pretty"
X Link 2026-02-10T22:00Z [----] followers, [----] engagements
"Infrastructure and supply chain investments take time to pay off. Really big ambitious ones especially so. But. it's going to be fun watching how this plays out as it could eventually have an impact on the existing semi supply chain. $TSLA Tesla's ($TSLA) $20B CapEx for [----] signals a shift from automaker to robotics & AI giant. What does this mean for chipmakers like Nvidia & Qualcomm Could Tesla's supply chain strategy tilt pricing power #Tesla #Semiconductors Watch now https://t.co/126DisCfqh https://t.co/LLVYCn7GDD Tesla's ($TSLA) $20B CapEx for [----] signals a shift from automaker to"
X Link 2026-02-11T17:50Z [----] followers, [---] engagements
"Hyperscaler CapEx and custom chips are coming. The convo is memory networking power. and everyone forgot about $AVGO"
X Link 2026-02-11T23:27Z [----] followers, [---] engagements
"I see a lot of PR peeps moonlighting as analysts piling many of you into AI data center momentum stocks. Y'all ought to be careful where you get your info from. Copy trades are great until suddenly they aren't. "Transparency" in the social media era is not what it seems"
X Link 2026-02-12T13:46Z [----] followers, [---] engagements
"The media hype machine tried to strike again. $MU CFO yesterday dispeled "rumors" on Micron HBM4 not being included in $NVDA systems this year"
X Link 2026-02-12T14:09Z [----] followers, [---] engagements
"@sadusumi Not good just trying to sift through the noise for actionable data. But welcome We think the CSI community is pretty awesome"
X Link 2026-02-12T15:25Z [----] followers, [--] engagements
"We had @BradoCapital on our live event last week to talk about the death of software at the hands of AI. Really good stuff especially after another crazy week Come one and all for some level-headed commentary. https://youtu.be/2tl8kIiu2X0 https://youtu.be/2tl8kIiu2X0"
X Link 2026-02-13T15:41Z [----] followers, [----] engagements
"@ChrisHodge36877 😅 you caught me Chris"
X Link 2026-02-14T06:39Z [----] followers, [--] engagements
"As the last FPGA pure-play left standing I'm baffled $LSCC doesn't get more attention"
X Link 2026-02-11T18:02Z [----] followers, [---] engagements
"Our free weekly newsletter moved to Sunday morning starting last week. Have coffee with us this weekend. Sign up for it here it takes just a second https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form"
X Link 2026-02-12T13:46Z [----] followers, [---] engagements
"Counterpoint: Insiders buying stock (or not) isn't an investment thesis. Yes insider buying helps. But if you're losing conviction in a software stock because you aren't seeing insider buys your thesis wasn't all that strong to begin with"
X Link 2026-02-13T08:49Z [----] followers, [---] engagements
"$RDDT taken out for a beating with other software stocks. We also did our review of $APP this last week over on Semi Insider. Is Reddit's stock selloff a red flag or a growth opportunity Despite stock dips Reddit is advancing in ad monetization. But watch out for employee stock compensation risks if revenue slows. What's your take #AI #DigitalAds https://t.co/w328bXtKj1 https://t.co/x9PRfFAhpA Is Reddit's stock selloff a red flag or a growth opportunity Despite stock dips Reddit is advancing in ad monetization. But watch out for employee stock compensation risks if revenue slows. What's your"
X Link 2026-02-14T17:11Z [----] followers, [----] engagements
"All last year the auto/industrial chip stocks were not so great. Except for one. We did one last video in May calling out $LSCC. Sign of more to come https://chipstockinvestor.com/the-little-fpga-engine-that-could-lattice-semiconductor/ https://chipstockinvestor.com/the-little-fpga-engine-that-could-lattice-semiconductor/"
X Link 2026-02-15T18:00Z [----] followers, [---] engagements
"Engineers are hard at work reducing semiconductor power consumption. For example Credo is working on ALCs (active LED cables) to eventually reduce consumption of power-hungry optical cables. Long $CRDO"
X Link 2025-12-02T14:43Z [----] followers, [---] engagements
"$NVDA more "circular" investments this time into $SNPS. What for And has a Synopsys turnaround been indicated https://youtu.be/gNh9s4uzEuo https://youtu.be/gNh9s4uzEuo"
X Link 2025-12-02T15:45Z [----] followers, [---] engagements
"$PSTG earnings and market reaction summed up: If you want to make more money later on you might have to spend a bit more right now"
X Link 2025-12-03T17:18Z [----] followers, [----] engagements
"We really want to like $SYM Symbotic but man it's a mess. Plus add in today's announced offering of new stock to raise more cash. https://youtu.be/XLkQ6o-dz30 https://youtu.be/XLkQ6o-dz30"
X Link 2025-12-04T16:44Z [----] followers, [----] engagements
"Once the $NFLX deal to acquire $WBD is complete (late next year assuming no regulatory hurdles) Netflix's balance sheet is going to resemble those of the legacy entertainment companies it has been disrupting"
X Link 2025-12-05T14:19Z [----] followers, [---] engagements
"Big things happening in AI data center networking this last week. $MRVL $CRDO and an $AVGO report next week. https://youtu.be/EbJLgM01Lfk https://youtu.be/EbJLgM01Lfk"
X Link 2025-12-06T23:22Z [----] followers, [----] engagements
"Jamie Dimon does not spend money for nothing. If $JPM is going to spend more money on AI in [----] there must be SOMETHING going on there"
X Link 2025-12-09T21:38Z [----] followers, [---] engagements
"Chip Stock Investor "Enterprise SaaS" edition this week from the blog. A look at $IBM and ServiceNow $NOW and why software might be the value play headed into [----]. And don't forget to sign up for our free weekly newsletter https://chipstockinvestor.com/are-enterprise-saas-stocks-a-buy-now-for-2026/ https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form https://chipstockinvestor.com/are-enterprise-saas-stocks-a-buy-now-for-2026/ https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form"
X Link 2025-12-11T14:15Z [----] followers, [---] engagements
"I've been invested in Broadcom $AVGO for long enough to remember Hock Tan saying merchant silicon will beat custom silicon 😂 Join us on Semi Insider for a live note taking and Q&A during Broadcom's earnings call. We'll interpret everything Mr. Tan and co has to say"
X Link 2025-12-11T18:49Z [----] followers, [----] engagements
"Broadcom $AVGO set off a series of alarms among investors: [--]. AI semis lower margin than non-AI semis [--]. OpenAI not a firm commitment not much revenue in [----] And yet Broadcom really said: [--]. Margins are overall stable [--]. Biz with $GOOGL is great expected to accelerate through the next year [--]. Other hyperscalers are ramping and VMware is still growing Positives outweighed the negatives. Today's move lower appears to be a typical selloff for a richly valued business one richly valued for a reason. https://twitter.com/i/web/status/1999611767618523380"
X Link 2025-12-12T22:46Z [----] followers, [----] engagements
"More end of [----] / beginning of [----] stuff. A review of the robotics supply chain and the companies that will profit the most -- without extreme risk of going bust. #Semiconductors $SNPS $NVDA $MPWR and more https://youtu.be/9Ink3lrOje8 https://youtu.be/9Ink3lrOje8"
X Link 2025-12-15T16:37Z [----] followers, [---] engagements
"The robotics "chip supply chain" and some early looks at what [----] could hold for the semiconductor market overall. $NVDA $SNPS $ADI and more https://youtu.be/9Ink3lrOje8 https://youtu.be/9Ink3lrOje8"
X Link 2025-12-16T12:30Z [----] followers, [----] engagements
"What's going on with Caterpillar $CAT the "AI stock" lol But seriously though even all you hypergrowth-focused investors out there there's interesting stuff going on here. https://youtu.be/1wo97ptMf58 https://youtu.be/1wo97ptMf58"
X Link 2025-12-17T15:39Z [----] followers, [----] engagements
"The [----] winners vs. losers among the current [--] quantum startup pure-plays -- $IONQ $RGTI $QBTS and $QUBT -- are surprising when looking at revenue vs. cash losses. IonQ under-performing probably wasn't viewed as a possibility by many. Breakouts for Rigetti and D-Wave especially D-Wave and its rapid revenue pickup and stable losses are of interest. Different quantum computing methods with different ultimate use cases are beginning to take shape. https://twitter.com/i/web/status/2003460579227275316 https://twitter.com/i/web/status/2003460579227275316"
X Link 2025-12-23T13:39Z [----] followers, [---] engagements
"What happened to Pure Storage $PSTG this year Has the thesis changed Yes it has but not the way some are interpreting. If you want to make money later money has to be spent now. And the market must discount the current lower profit outlay. https://youtu.be/ysyZ8doinEo https://youtu.be/ysyZ8doinEo"
X Link 2025-12-23T15:06Z [----] followers, [----] engagements
"We got our AI data center networking and optical high level overview out in time for [----]. $AVGO $COHR $LITE $APH and a lot more. https://youtu.be/RC8Tzr1pXxA https://youtu.be/RC8Tzr1pXxA"
X Link 2025-12-27T20:26Z [----] followers, [----] engagements
"@Minnvestor @KRossolillo That would be beautiful if not for the driving part Glad we were able to keep you company and that you made it safely"
X Link 2025-12-29T05:57Z [----] followers, [---] engagements
"Quantum computing publicly traded "pure plays" had an epic [----] -- especially breakouts for $QBTS and $RGTI. $IONQ finally had a cool down. Here's what we're looking at for [----]. As always with startups with no quick path to breakeven. stay frosty. https://youtu.be/D0y3ncMQpFc https://youtu.be/D0y3ncMQpFc"
X Link 2025-12-29T16:33Z [----] followers, [----] engagements
"2025 was the first time in years that $NVDA and other fabless companies didn't outperform the broader semi indices. Why Memory chip and optical IDMs as well as fab equipment led the charge higher"
X Link 2025-12-30T16:07Z [----] followers, [----] engagements
"@SayNoToTrading Cool. Should I take that to mean you're too cheap for a CSI sub as well 😂"
X Link 2025-12-30T18:18Z [----] followers, [--] engagements
"$ASML's [----] looked like two completely different years stitched together: a sluggish first half weighed down by geopolitics and soft lithography demand followed by a sharp re-rating as investors realized [----] could be another AI-driven upcycle. While most attention remains on EUV upgrades a quieter but still important development flew under the radarASML shipped its first lithography tool designed specifically for advanced packaging. More from the CSI blog this week: https://chipstockinvestor.com/asmls-new-advanced-packaging-lithography-tool-fresh-growth-for-2026/"
X Link 2025-12-31T16:45Z [----] followers, [---] engagements
"Taiwan Semi Manufacturing $TSM reports December [----] revenue this Friday Jan. 9th. Given the pace of revenue in October and November FY2025 revenue will likely be around $123 billion a nearly 40% increase over [----]. Chart from Fiscal below showing the recent taper off in growth. http://Fiscal.ai/csi/ http://Fiscal.ai/csi/ http://Fiscal.ai/csi/ http://Fiscal.ai/csi/"
X Link 2026-01-05T09:49Z [----] followers, [---] engagements
"For a company prone to extreme cyclicality (ie. Micron $MU) positive operating leverage achieved due to high levels of fixed costs during a growth cycle are incredible. But this operating leverage is not a permanent situation. A forward-looking analysis MUST ALSO account for operating de-leverage during a future cycle downturn. https://twitter.com/i/web/status/2008127401344065719 https://twitter.com/i/web/status/2008127401344065719"
X Link 2026-01-05T10:44Z [----] followers, [---] engagements
"At #CES2026 we just heard about $NVDA's work using NVMe storage to expand the KV cache for AI inference. But the next battleground It could be on-chip memory itself (SRAM). The recent Groq "acqui-hire" might be the big hint"
X Link 2026-01-06T10:37Z [----] followers, [---] engagements
"@thijsvanderspil Thanks Thijs yes check the latest article in the web app for a handful of SRAM pure-plays but you're right $SPNS has IP for SRAM compilers and similar tech"
X Link 2026-01-06T12:08Z [----] followers, [--] engagements
"A lot of chatter about the AI memory shortage. Start with this video. Published in April [----]. Be wary of the crowd. $MU $SNDK $LRCX https://youtu.be/r77-dxsYPg4 https://youtu.be/r77-dxsYPg4"
X Link 2026-01-07T08:18Z [----] followers, [----] engagements
"Let's talk about breaking the AI data center bottleneck. From the CSI blog this week: The part of the memory hierarchy investors don't know about SRAM and how Nvidia $NVDA is already addressing it. https://chipstockinvestor.com/nvidia-lands-a-new-employee-for-the-ai-inference-race/ https://chipstockinvestor.com/nvidia-lands-a-new-employee-for-the-ai-inference-race/"
X Link 2026-01-07T08:40Z [----] followers, [---] engagements
"@fools_gd @StephenKing Patience Stocks are really volatile. Let them cook"
X Link 2026-01-07T23:15Z [----] followers, [---] engagements
"@fools_gd @StephenKing All in due time"
X Link 2026-01-08T17:30Z [----] followers, [--] engagements
"Micro-cap $AEHR continues to be a popular traded stock and sales to the accelerated compute market are ramping up. But it might still be too early as sales overall remain well off of all-time-highs. We'll continue to monitor over on CSI (link in next message)"
X Link 2026-01-09T14:00Z [----] followers, [---] engagements
"We already know $NVDA is a robotaxi and robotics play as is $QCOM. But it was $MBLY that made the really splashy announcement at #CES2026 last week. https://youtu.be/XN12TPoKnZo https://youtu.be/XN12TPoKnZo"
X Link 2026-01-11T18:36Z [----] followers, [----] engagements
"$TSM vs $AEHR vs really hot $AMKR. What do they have in common And how should you think about approaching them in [----] We break it down. https://youtu.be/N28rwr7AxTU https://youtu.be/N28rwr7AxTU"
X Link 2026-01-13T15:03Z [----] followers, [---] engagements
"How can you play the AI data center memory shortage First you need to map out the industry. SKhynix Samsung $MU $SNDK $STX $WDC 👇 https://youtu.be/JxpoNjBCmDk https://youtu.be/JxpoNjBCmDk"
X Link 2026-01-15T16:37Z [----] followers, [----] engagements
"Silicon Motion $SIMO is a small $NVDA supplier specifically for DPU boot drive. Not much but the company has its foot in the door with hopes of growing that relationship. Still worth a buy Or a hold Perhaps so. https://youtu.be/BwOvEmHeDhY https://youtu.be/BwOvEmHeDhY"
X Link 2026-01-20T16:58Z [----] followers, [----] engagements
"Trading momentum at peak cycle. Question is where's the peak"
X Link 2026-01-22T14:56Z [----] followers, [---] engagements
"Another one of those little known memory shortage beneficiaries $RMBS. Video taken from our public blog posted [--] months ago. https://youtu.be/EjI6njJIDCU https://youtu.be/EjI6njJIDCU"
X Link 2026-01-22T15:26Z [----] followers, [----] engagements
"Biggest competition out there on Rambus deep dives appears to be a Notebook LLM generated "podcast." 😅"
X Link 2026-01-22T15:30Z [----] followers, [---] engagements
"This chart below explains most of the rally in $INTC in recent months. Congrats for the win for those that got in. But this is going to be a multi-year turnaround"
X Link 2026-01-23T15:17Z [----] followers, [---] engagements
"@_JoseNajarro @SKhynix Now we just need to pinpoint how long the rain will last. The weather so unpredictable"
X Link 2026-01-27T14:20Z [----] followers, [--] engagements
"Check out the latest developments in the @SportsAuthority bankruptcy and what it means for @DicksSportingGoods. http://www.fool.com/investing/general/2016/05/05/should-dicks-sporting-goods-bother-with-sports-aut.aspx#.Vytoaw8rXzk.twitter http://www.fool.com/investing/general/2016/05/05/should-dicks-sporting-goods-bother-with-sports-aut.aspx#.Vytoaw8rXzk.twitter"
X Link 2016-05-05T15:40Z [----] followers, [--] engagements
"@priceline stock at $1900/share. Is it worth buying Here's what I think. #stocks $PCLN https://www.fool.com/investing/2017/06/06/priceline-stock-at-1900share-is-it-worth-buying.aspx https://www.fool.com/investing/2017/06/06/priceline-stock-at-1900share-is-it-worth-buying.aspx"
X Link 2017-06-07T05:01Z [----] followers, [--] engagements
"Which member of this #AI partnership is getting the better deal #stocks $IBM $CRM https://www.fool.com/investing/2017/06/27/which-member-of-this-artificial-intelligence-partn.aspx https://www.fool.com/investing/2017/06/27/which-member-of-this-artificial-intelligence-partn.aspx"
X Link 2017-06-28T00:24Z [----] followers, [--] engagements
"@TMFJaguar I'm intrigued by Michigan picking Jollibee. Am I correct in seeing this as the only internationally-based chain on the map $JBFCF"
X Link 2020-11-16T20:20Z [----] followers, [--] engagements
"If I were looking to invest in European stocks I'd start with luxury brands (with the exception of $ASML of course) Intriguing that Europe's markets dominated by names like these: LVMH $LVMUY L'Oreal $LRLCY Hermes $HESAY Dior $CHDRY Ferrari $RACE Porsche $POAHY Prada $PRDSY"
X Link 2023-01-30T08:42Z [----] followers, [----] engagements
"@Quartr_App @gilbert @djrosent @fabknowledge @MWG_Jamie @dhaval_kotecha @domcooke @ReustleMatt @mjmauboussin @ReneSellmann Awesome visual We talk about these companies all the time over at YouTube.com@chipstockinvestor Hit us up with questions"
X Link 2023-11-16T13:28Z [----] followers, [---] engagements
"Many investors know all about $ASML but how many know about BE Semi $BESIY Here's a quick rundown on what's happening. We'll do a proper video on BESI later this month on https://www.fool.com/investing/2023/12/04/1-small-chip-equipment-stock-up-140-in-2023-too-la/ http://youtube.com/@chipstockinvestor https://www.fool.com/investing/2023/12/04/1-small-chip-equipment-stock-up-140-in-2023-too-la/ http://youtube.com/@chipstockinvestor"
X Link 2023-12-04T11:37Z [----] followers, [---] engagements
"Marvell Tech $MRVL is having itself a Q4 [----]. https://youtu.be/QQ9KSa32rSI https://youtu.be/QQ9KSa32rSI"
X Link 2024-12-07T19:19Z [----] followers, [---] engagements
"New Chip Stock Investor video out. We discuss a bit about $AEHR $TER and Advantest and why there isn't a bigger pickup in SiC test and burn in equipment sales. https://youtu.be/lS_fHqUw2Vw https://youtu.be/lS_fHqUw2Vw"
X Link 2025-01-25T17:40Z [----] followers, [----] engagements
"BE Semi $BESI $BESIY had an investor day update last week. Blink and you might miss the industry heat-up. First slide below is where BESI is now (from @finchat_io) and second slide is the updated [----] financial targets"
X Link 2025-06-16T14:24Z [----] followers, [---] engagements
"Here's the $BESI $BESIY video. Things are happening. https://youtu.be/Gj2gLCPR4qo https://youtu.be/Gj2gLCPR4qo"
X Link 2025-06-16T16:34Z [----] followers, [----] engagements
"Our weekly blog article is out a recap of our latest on BE Semi $BESIY. https://chipstockinvestor.com/ai-makes-a-new-leader-in-fab-manufacturing-equipment-be-semi-besi-investor-day-update/ https://chipstockinvestor.com/ai-makes-a-new-leader-in-fab-manufacturing-equipment-be-semi-besi-investor-day-update/"
X Link 2025-06-18T13:36Z [----] followers, [---] engagements
"Synopsys $SNPS completed the acquisition of ANSYS $ANSS today. Long $SNPS"
X Link 2025-07-17T22:11Z [----] followers, [---] engagements
"We've owned $ONTO for a couple years now but decided to create a "small basket" of metrology/PDC stocks earlier this year by adding in $NVMI and $CAMT. Nova is on track to pass up Onto in Q3. All three are growing fast by helping advance AI system manufacturing capabilities"
X Link 2025-08-14T16:07Z [----] followers, [----] engagements
"$ADI earnings out and they are great. Both sequential and year-over-year growth in their end markets: Industrial auto communications and consumer the lone "loser" being auto with flat sequential sales. Revenue +25% YoY EPS +32%. Outlook for next quarter has revenue nearly back to ATH"
X Link 2025-08-20T11:43Z [----] followers, [---] engagements
"We'll be discussing $ADI on our weekly live event on Semi Insider Wednesday morning 8am PST. Will also talk $U $MIAX hyperscaler CapEx and a lot more. Join via http://chipstockinvestor.com http://chipstockinvestor.com"
X Link 2025-08-20T11:43Z [----] followers, [---] engagements
"$FWONA $FWONK FTW nabbing a big 5-year deal for U.S. broadcast rights with $AAPL"
X Link 2025-10-17T15:10Z [----] followers, [---] engagements
"From the Chip Stock Investor blog this week the merger of two long-time $AAPL suppliers Skyworks Solutions $SWKS and Qorvo $QRVO. Investing lessons abound. Being a supplier to big tech is a tough long-term game. https://chipstockinvestor.com/2-apple-chip-suppliers-are-merging-key-investing-lessons/ https://chipstockinvestor.com/2-apple-chip-suppliers-are-merging-key-investing-lessons/"
X Link 2025-11-05T14:00Z [----] followers, [----] engagements
"Want to invest in robotics Besides processors don't underestimate power and sensor chips. We talk about $MPWR often but we have a small stake in $ALGM too. Here's why: https://youtu.be/WJod2X5qA3M https://youtu.be/WJod2X5qA3M"
X Link 2025-11-13T16:02Z [----] followers, [----] engagements
"We brought up $UI to the "Chop Stick" community last year and $ARLO earlier this year. Finally a sizable selloff in both. What next https://youtu.be/jwU99Dwf9Bo https://youtu.be/jwU99Dwf9Bo"
X Link 2025-11-15T16:35Z [----] followers, [---] engagements
"@accrued_int Big Tech suddenly has a lot of power in enterprise SaaS. Probably why Adobe is acquiring $SEMR"
X Link 2025-11-21T17:59Z [----] followers, [--] engagements
"$PANW is entering the cloud observability market. Proof of concept or trouble for leaders $DDOG and $DT"
X Link 2025-11-24T13:01Z [----] followers, [---] engagements
"Palo Alto Networks $PANW earnings update a new AI acquisition and shake-up for the cloud observability market $DT $DDOG. https://youtu.be/AJa2l1WQWJQ https://youtu.be/AJa2l1WQWJQ"
X Link 2025-11-25T14:58Z [----] followers, [----] engagements
"Marvell Tech $MRVL earnings provided a lot of insights on the broader "AI semiconductor" part of the market including some potentially far-reaching indicators on the growth cycle. We break it down in the video. And follow along for the optical and networking deep dive we'll be working on following Broadcom $AVGO earnings this week. https://youtu.be/EbJLgM01Lfk https://youtu.be/EbJLgM01Lfk"
X Link 2025-12-08T13:57Z [----] followers, [----] engagements
"From the blog this week: AI data center optimism is even spreading to the manufacturing sector. Take Amphenol $APH for example pending acquisition of $COMM's cable business. Is it a bubble Or just good M&A capital allocation https://chipstockinvestor.com/amphenol-is-cooking-right-now-but-is-it-an-ai-data-center-bubble-stock/ https://chipstockinvestor.com/amphenol-is-cooking-right-now-but-is-it-an-ai-data-center-bubble-stock/"
X Link 2025-12-17T13:37Z [----] followers, [----] engagements
"Read more here and sign up for our free weekly newsletter: https://chipstockinvestor.com/credo-technology-ai-data-center-tech-momentum-headed-into-2026/ https://chipstockinvestor.com/credo-technology-ai-data-center-tech-momentum-headed-into-2026/"
X Link 2025-12-24T14:13Z [----] followers, [---] engagements
"From the CSI Research Platform this week: How Taiwan Semi Manufacturing's $TSM revenue can trickle down to an OSAT like Amkor $AMKR. TSMC revenue to close out the year resulted in 37% full-year [----] growth in USD"
X Link 2026-01-10T07:27Z [----] followers, [----] engagements
"Not all semi companies are setting new all-time-highs right now. A whole giant segment of the industry is just starting to climb out of the 2022-23 hole. $MCHP https://youtu.be/m0CLOE_PJE0 https://youtu.be/m0CLOE_PJE0"
X Link 2026-01-17T21:41Z [----] followers, [----] engagements
"The possibility of $60 billion+ in new debt for $NFLX to acquire $WBD leading to a stock selloff is not hard to understand. Stock prices are valued on future cash flows and that new debt has the potential to wipe out about 1/3 of those cash flows at least up front"
X Link 2026-01-21T19:57Z [----] followers, [---] engagements
"$IONQ acquiring $SKYT is going to create a bunch of mainstream narrative that industry insiders have known all along: Quantum computers are still some years off. And some of the most important work to be done right now is on supply chains manufacturing and getting ready for future scalability. I'm long quantum computers but in the roundabout way as listed above. https://twitter.com/i/web/status/2015792835644084546 https://twitter.com/i/web/status/2015792835644084546"
X Link 2026-01-26T14:23Z [----] followers, [---] engagements
"Our breakdown of how $NFLX cash flows will be affected by the new proposal for $WBD: https://youtu.be/Zn8ruIaDQWY https://youtu.be/Zn8ruIaDQWY"
X Link 2026-01-26T17:44Z [----] followers, [----] engagements
"We're going to get some much-needed insight into the memory chip shortage and financial benefits / fallout (depending on which end of the sale you're on) from it. The tl;dr is likely to be: Everything is sold we're making it rain for shareholders. @SKhynix $STX $MU $SNDK $RMBS https://twitter.com/i/web/status/2016153245995958421 https://twitter.com/i/web/status/2016153245995958421"
X Link 2026-01-27T14:16Z [----] followers, [----] engagements
"Clawdbot is now Moltbot. Long live Moltbot. Also we already knew $NET was a "top AI inference investment" right Thus the premo valuation Right"
X Link 2026-01-27T14:19Z [----] followers, [---] engagements
"@_JoseNajarro @SKhynix Oh the semi analysts do for sure. 😉"
X Link 2026-01-27T14:57Z [----] followers, [--] engagements
"Congrats to all of you that held $ASML through all the doubts this time a year ago. Good time to own. ASML now trading for 40-42x [----] FCF. Premium valuation back in place now that the growth cycle for semi manufacturing capacity has arrived"
X Link 2026-01-28T08:57Z [----] followers, [----] engagements
"From the Chip Stock Investor blog this week ahead of ServiceNow $NOW earnings. A cheap enterprise SaaS name laying the foundation for a successful future in AI The early signs say yes but there are puts and takes. https://chipstockinvestor.com/is-ai-disrupting-servicenow-or-paving-the-way-to-more-growth/ https://chipstockinvestor.com/is-ai-disrupting-servicenow-or-paving-the-way-to-more-growth/"
X Link 2026-01-28T13:06Z [----] followers, [---] engagements
"Texas Instruments $TXN might finally be coming out of its 5-year slump. Auto/industrial/power semi end markets are joining the "AI data center" party"
X Link 2026-01-29T10:27Z [----] followers, [---] engagements
"5 investing cliches of [----]. Bottlenecks. Everything is a bottleneck now. Not a growth cycle in infrastructure. But a bottleneck. Shortages. Everything is a shortage now. It's just supply and demand. See above. Moats. Especially in tech there are very very very few moats. It isn't about sitting around and protecting what you have it's about the race. Operating leverage. Yes it's great to own businesses that grow profits faster than revenue. But do you know WHY that happens And whether the business you own exhibiting operating leverage right now could invert in a cycle downturn Framework. It's"
X Link 2026-01-29T10:34Z [----] followers, [---] engagements
"$SIMO's relationship with $NVDA as NAND flash expands in the data center:"
X Link 2026-01-29T14:31Z [----] followers, [----] engagements
"Memory shortages are making the IDMs make some hard resource allocation decisions. Good news for Rambus $RMBS and its IP and fabless design biz With DRAM sold out at the very least we could see Rambus continue to report solid double-digit % growth through this year and next"
X Link 2026-01-30T14:41Z [----] followers, [----] engagements
"Now it's all about the memory shortage. Remember when data center power "bottleneck" was the hot thing In about a year peeps will be talking about it again. https://youtu.be/_6w9EbjaSII https://youtu.be/_6w9EbjaSII"
X Link 2026-01-31T15:32Z [----] followers, [----] engagements
"It's not just NAND flash memory. Hard-disk drives are cool again too. $STX $WDC https://youtu.be/UuvKKVRmohA https://youtu.be/UuvKKVRmohA"
X Link 2026-02-02T15:16Z [----] followers, [---] engagements
"@ghostofES True. Up until this time last year $IT has been good. The AI disruption narrative has come for it though"
X Link 2026-02-03T14:43Z [----] followers, [--] engagements
"The new Claude ads bashing OpenAI remind me of that Black Mirror episode with Rashida Jones and Chris O'Dowd😅 https://www.youtube.com/watchv=FBSam25u8O4 https://www.youtube.com/watchv=FBSam25u8O4"
X Link 2026-02-05T16:05Z [----] followers, [---] engagements
"RT @nrossolillo: Lam Research $LRCX has been on fire the last year. Valuations look stretched but the expectations for 2026-27 are excepti"
X Link 2026-02-06T14:32Z [----] followers, [--] engagements
"I have a hunch that $NOW getting left out of today's rally will soon be viewed as a party foul. How do we make Bill the cool kid again"
X Link 2026-02-06T17:34Z [----] followers, [----] engagements
"Will Zoe's Kitchen stock rebound in [----] @themotleyfool #stocks $ZOES https://www.fool.com/investing/2018/03/05/will-zoes-kitchen-stock-rebound-in-2018.aspx https://www.fool.com/investing/2018/03/05/will-zoes-kitchen-stock-rebound-in-2018.aspx"
X Link 2018-03-06T17:23Z [----] followers, [--] engagements
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