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@smantel TheGodF🅰therKnows

TheGodF🅰therKnows posts on X about $aip, ai, ip, $cwan the most. They currently have XXXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

X Week XXXXX +144%
X Month XXXXXX -XX%
X Months XXXXXXX -XX%
X Year XXXXXXXXX -XX%

Mentions: XX #

X Week XX +47%
X Month XX -XX%
X Months XXX -XX%
X Year XXX -XX%

Followers: XXXXXX #

X Week XXXXXX +0.28%
X Month XXXXXX +1.10%
X Months XXXXXX +7.20%
X Year XXXXXX +23%

CreatorRank: XXXXXXXXX #

Social Influence

Social category influence stocks XX% finance XX% technology brands XX% cryptocurrencies X%

Social topic influence $aip #10, ai 32%, ip #571, $cwan #2, $amd #379, $aips #1, level 12%, $bull 12%, $schws #1, $hoods XX%

Top accounts mentioned or mentioned by @storytrading @thehawkstocks @maximusholla @martychargin @pennycheck @11000000 @mike10947310 @doplano @xel @3824and3721 @408nate @aishwaran93 @aistocksavvy @alerttrade @arterisnoc @bawzrs @bcsickel @becomethetape @biblerandall @burly71657894

Top assets mentioned Clearwater Analytics Holdings, Inc. (CWAN) Advanced Micro Devices (AMD) Bull Market (BULL) Intel Corporation (INTC) Cadence Design Systems Inc (CDNS)

Top Social Posts

Top posts by engagements in the last XX hours

"$CWAN $XXXXX Great thread from @TheHawkStocks A must read. The timeline is playing out just as I would expect. . an initial expression of interest tasks management and its bankers to maximize their fiduciary duty to shareholders by engaging with multiple potential partners. . it is clear that this is exactly what is happening with the exception of a few regular preset insider sales plans (10b5-1) there has been nothing from the co. since this rumor started not even press release. . check this out. INITIAL RUMORS HIT THE MARKET NOV. 11/12. LAST PRESS RELEASE NOV XX. Look at the cadence of"
X Link 2025-12-01T23:48Z 13.2K followers, 6166 engagements

"$CWAN $XXXXX Float 276M Short 29M = XXX% SI Price and options action show clear signs of accumulation. It's not a matter of IF this name gets taken private it is only a matter of WHEN. I've looked at the valuation based on historical takeover multiples every which way. I simply can't get to a number less than $XX. Rumors are that at least X bidders are currently in the mix. this could push a required premium even higher. A worst case scenario of no takeover still leaves you with and exceptionally undervalued "Rule of 50" co. . asymmetric risk/reward at these levels imho"
X Link 2025-12-05T15:38Z 13.2K followers, 6445 engagements

"$CWAN $XXXXX Float 277M Short 19.7M = XXX% SI Software PE firm Thoma Bravo reportedly made offer to buy. This extends further as word spreads imho. 300000 in AH volume still feels early. Note that late last week Warburg Pincus and Permira were rumored to be in talks & the stock hit $XXXXX Where there is smoke💨 there is usually fire.🔥"
X Link 2025-11-17T21:15Z 13.2K followers, 13.1K engagements

"$AIP $XXXXX Float 28.6M Short 1.7M = X% SI . show me another AI chip co. with XX% gross margins. massive operating leverage. already inflected to FCF positive. trading at 1/2 of peer multiples. 7X '26E EV/S (not yet revised to include the ramp in $AMD revenues upfront license fee & ongoing royalty for each chip sold from the recent OpenAI deal or any of the recent deal announcements.) I GAVE THIS IDEA TO OUR COMMUNITY AT MUCH LOWER PRICES Feeling left behind Feel like you are lacking an edge Consider working together with me and the rest of the @StoryTrading team and community (use discount"
X Link 2025-10-23T19:18Z 13.2K followers, 8071 engagements

"$AIP $XXXXX +4% in AH. Float 28.6M Short 1.7M = X% SI $AIP IS TRADING UP IN SYMPATHY WITH $INTC AS THE MARKET BEGINS TO RECOGNIZE THE DEEP RELATIONSHIP WITH $INTC FOUNDRY AS THEY TRANSITION TO CHIPLET ARCHITECTURES. The depth of this relationship is highlighted here"
X Link 2025-10-23T21:22Z 13.1K followers, 6906 engagements

"With $AMD $XXXXXX making new highs $AIP $XXXXX should be right behind. $AIP receives a royalty on every $AMD MI300X sold and will soon also receive volume royalties on every top-of-the line #AI MI450 sold. $AMD saw its consensus earnings estimates for '26E & beyond rise significantly in the wake of the OpenAI 6GW deal (Goldman increased their est. by 70%) yet $AIP despite this linear relationship has yet to see its consensus numbers revised higher. This get's corrected post the Nov. 5th quarterly earnings release imho. Even without a change $AIP deserves to be 40-60% higher just trade at peer"
X Link 2025-10-24T16:52Z 13.2K followers, 4143 engagements

"$AIP $XXXXX Float 28.6M Short 1.7M = X% SI Chip design leader $CDNS just reported another beat & raise quarter. . there are some important positive read-throughs here for $AIP's report next Wednes (Nov 5th) after close most notably a super strong demand environment for both IP for AI infrastructure as well as the inference heavy/power efficiency needs of physical AI. $AIP's NoC IP provides significant benefits in both of these areas. I reiterate my view that we will see new highs on this name post managements commentary on the quarterly results (possibly before)"
X Link 2025-10-28T14:30Z 13.2K followers, 3534 engagements

"$AIP $XXXXX Float 28.6M Short 1.7M = X% SI Yes size matters when talking multiples but so to do growth & margins. More importantly I'm still showing XX% upside potential on a denominator that could prove (in a week) to be materially too low. I have mentioned in many forums that his numbers is likely at minimum XX% too low. Show me another place to get direct #AI hardware exposure for 7X EV/S let alone in a revenue royalty model with XX% gross margins and inflection to positive FCF despite continued robust R&D spend. NEW HIGHS INCOMING"
X Link 2025-10-28T16:08Z 13.1K followers, 4073 engagements

"$AIP $XXXXX Float 28.6M Short 1.7M = X% SI This is a🎁under $XX. Given the cadence of new licensing deal announcements since last quarter their earnings after the close tomorrow should contain some pretty bullish commentary about both top and bottom line growth. Anyone following the #AI trade closely knows two key things: 1) along with power the other key bottleneck is data transmission speed efficiency & reliability and 2) the proliferation of #AI into the physical world means more inference compute is being shifted to the edge which requires greater power efficiency. $AIP's NoC IP is at the"
X Link 2025-11-03T15:49Z 13.2K followers, 7557 engagements

"$AIP $XXXXX Float 28.6M Short 1.7M = X% SI ABSOLUTELY STELLAR QTRLY REPORT SHOWS INFLECTIONS IN BOTH IP ADOPTION & LONG-TAIL ROYALTY REVENUES KEY TRENDS HIGHER IP ADOPTION: increasing chip complexity adoption of multi-die & advanced foundry nodes expanded specialized processor demand engineering talent crunch leading to more outsourcing movement from monolithic to chiplet design edge device to data center links leading to more inside data center applications HERE ARE XX KEY TAKEAWAYS: X. Record ACV + Royalties Growth: Achieved a new high of $XXXX million in annual contract value plus"
X Link 2025-11-05T15:22Z 13.1K followers, 6156 engagements

"$AIP 💯% This guy gets it"
X Link 2025-11-11T05:22Z 13.1K followers, 2006 engagements

"$AIP $XXXXX Float 29.3M Short 1.7M = XXX% SI Relative strength in this name deservedly continues. Still undervalued relative to peers. $AMD analyst day begins in XX min. $AIP's IP catalog most notably its NoC FlexGen interconnect which is key to chiplet architecture of its AI chips is seeing an increase in licensing and will benefit from volume royalties. $AIP is expanding its IP licensing from previous dominate markets in automotive and edge compute further into the data center led by key license agreements from $AMD Altera ( $INTC spinout) & others. The price action here needs to be"
X Link 2025-11-11T17:42Z 13.1K followers, 5502 engagements

"$AIP - Key themes are on $AMD are: Increased complexity of chip design Power efficiency Chiplet design - WITH INTERCONNECTS $AIP's IP portfolio licensed by $AMD is key to addressing these themes"
X Link 2025-11-11T18:52Z 13.1K followers, 4386 engagements

"$AIP $XXXXX Float 29.3M Short 1.7M = XXX% SI Thanks for pointing this out @Maximus_Holla As this chart with the volume shelf clearly shows the stock spent a lot of time & volume consolidating in the $X to $XX range. It took X solid quarters of execution & adoption traction within its IP portfolio to break the key $XXXXX definitively. We are now right at the level where the volume shelf drops off of a cliff. I'm a fundamentals-first guy so I looked to Grok for a reminder of what this can mean. (see attached) Bottom line this can either cap current price rallies or it suggests that we could see"
X Link 2025-11-12T13:58Z 13.1K followers, 2518 engagements

"$BULL $XXXX Float 181.4M Short 9.9M = XXX% SI . this move off of the lows is just the beginning. $XX fair value just get to $SCHW's multiple where you get less than XX% growth. also aligns with 50d mavg. $XXXXX fair value just to get to peer average multiples. $XX fair value at $HOOD's multiple. Is this crazy Multiples are primarily a function of margins and growth. $BULL already sports gross margins of XX% vs. peers at 60%. . just reported Q3 saw operating margins improve by almost XX% full percentage points from -XXX% to +23.4%. . consensus estimates have $HOOD growing their top line by"
X Link 2025-11-28T02:46Z 13.2K followers, 2414 engagements

"$AIP $16.73💥 I GAVE THIS IDEA TO OUR COMMUNITY AT MUCH LOWER PRICES Feeling left behind Feel like you are lacking an edge INVEST IN YOURSELF MAKE IT YOUR BEST YEAR EVER YOU DESERVE IT. Consider working together with me and the rest of the @StoryTrading team and community (use discount code: EOY60 for XX% off monthly thats $1/day cancel anytime) to get access to trade & investment ideas ahead of the curve. We find alpha daily. level up your market returns with: Morning note highlighting key market action catalysts & top trade ideas published before open Daily Pre-Market Prep Video Daily Trade"
X Link 2025-12-05T14:52Z 13.2K followers, 1420 engagements

"$CWAN $XXXXX Float 276M Short 29M = XXX% SI Looks like a few believers in the PE take private rumors are back. we have never left. we keep vacuuming up the weak hands. OPTIONS CHAIN ACTIVITY: Notable BULLISH change here. While the $XXXXX strikes are still the most in demand we have recently begun to see the $XX strike CALLS Dec/Jan/Mar capture more volume than the $XX strikes. 👀🤔 I GAVE THIS IDEA TO OUR COMMUNITY AT MUCH LOWER PRICES Feeling left behind Feel like you are lacking an edge INVEST IN YOURSELF MAKE IT YOUR BEST YEAR EVER YOU DESERVE IT. Consider working together with me and the"
X Link 2025-12-08T20:21Z 13.1K followers, 6014 engagements

"$CWAN $XXXXX Float 276M Short 29M = XXX% SI . someone always knows. . the market seems to be taking this as if Starboard knows something about the process currently underway and doesn't like it. i.e. perhaps the extent to which the co. has or has not been shopping bids the valuation of the bids currently on the table from Thoma Bravo and or others management's willingness to sell into what they are seeing. . while any of these are possible today's weakness could also merely reflect a potential extension of the timeline spooking those with short dated options or and/or impatient money. . I"
X Link 2025-12-09T19:43Z 13.2K followers, 2253 engagements