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@treasureh8nter Avatar @treasureh8nter Ally

Ally posts on X about $amd, taiwan, china, $nvda the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.

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Mentions: XX #

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Followers: XXXXX #

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Social category influence stocks #4374 technology brands XXXXX% countries XXXXX% finance XXXX%

Social topic influence $amd #13, taiwan #478, china #3985, $nvda #189, market cap #34, $tsm #25, open ai 3.25%, $34b #1, $420b #1, xi #910

Top accounts mentioned or mentioned by @yodastockinvest @d_k_rajasekar @jackiec42653470 @sketchy50997123 @dkrajasekar @opdroid1234 @omercheeema @gmeloding @alexpie322010 @chillingdc @amd @bubblebabyboi @chyang888 @elneneloco813 @popinaplem @a431881k @g_melo_ding @energy @ornl @hpe

Top assets mentioned Advanced Micro Devices (AMD) NVIDIA Corp. (NVDA) Taiwan Semiconductor (TSM) Intel Corporation (INTC) QUALCOMM, Inc. (QCOM) Broadcom, Inc. (AVGO) BlackBerry Limited (BB) Nokia Corporation (NOK)

Top Social Posts #

Top posts by engagements in the last XX hours

"Christian is XXX% right $AMD is going to $1000 a share. 🔥🔥🔥 I have them at $1000+ by 2029/2030 Why Lisa Su Infinity Fabric Chiplets Rack Scale AI GPUs AI at the Edge Quantum Computing Cyclical PC CPU refresh #1 Leader in CPUs APUs and FPGAs OpenAI 6GW deal $100B+ annual revenue by 2030 Massive Hyperscaler AI infrastructure spending $AMD will be at least a $1.5T+ company by 2030"
X Link @treasureh8nter 2025-10-26T09:01Z 1242 followers, 23.5K engagements

"Just a reminder to all when I was a kid growing up in the U.K. people used to make fun of Made in Taiwan as the country that makes cheap low quality products. Fast forward two decades and they are now manufacturing the worlds most advanced semiconductors that no other country can replicate Times change rule out Chinas manufacturing quality at your own peril ☝ After all it was the ROC Taiwan who taught them how to do it 😉"
X Link @treasureh8nter 2025-10-29T10:52Z 1243 followers, XXX engagements

"There I said it. TSMC Intel SK Hynix Micron Im sorry my American friends. Prove me wrong 😅😅😅"
X Link @treasureh8nter 2025-10-29T12:21Z 1243 followers, XXX engagements

"Just a reminder to all $AMD investors. 👇👇👇 In addition to the USA AMD is also actively partnering with several other countries to enable Sovereign AI infrastructure deployments. The most prominent confirmed sovereign AI collaborations are: Saudi Arabia: AMD has formed a landmark $XX billion strategic joint venture with HUMAIN Saudi Arabia's new national AI enterprise. This partnership will build AI hyperscaler infrastructure using AMD CPUs GPUs and software with facilities in Saudi Arabia and the capacity to serve global AI needs. Canada: Through an expanded global partnership with Cohere"
X Link @treasureh8nter 2025-10-27T22:36Z 1242 followers, 1248 engagements

"$NVDA = $XXX TRILLION market cap $AMD = $XXX Billion market cap $AMD GPUs are on par with $NVDA GPUs As a smart investor what do you think will happen faster $NVDA to $XXX TRILLION Or $AMD to a measily $XXX Billion"
X Link @treasureh8nter 2025-10-28T17:59Z 1242 followers, 1082 engagements

"My original post said this year as in 2025 AMD total revenue will be $34B. The year hasnt ended but the projection and guidance shows that AMD are on track for $34B this year. You are right calendar year 2023 $NVDA was $60B and market cap was $1.2T Next year $AMD will be projected to have $50B total annual revenue. Therefore the logic remains the same. $AMD currently has a $420B market cap. With $50B next year it should have a $1T market cap next year 😉"
X Link @treasureh8nter 2025-10-28T23:07Z 1242 followers, 2573 engagements

"@D_K_Rajasekar @JackieC42653470 At the very least 18A should be used on Nova Lake CCD die SURELY 😅😅😅"
X Link @treasureh8nter 2025-10-28T23:25Z 1242 followers, XX engagements

"These Nomura estimates back up your previous JP Morgan estimates of roughly 6m to 7m of AI GPU sold in 2026 too. if they are selling 6.5m x $40k (estimated price per AI GPU) = $260m in 2026 Where is everyone getting this magical $375m sold in 2026 from 🤔"
X Link @treasureh8nter 2025-10-29T09:05Z 1243 followers, XXX engagements

"BREAKING NEWS Fed cuts by a quarter point and ends QT We now have our SECOND and THIRD bullish signals completed to take $AMD to at least $XXX by EOY Two more bullish signals remain unchecked 👇👇👇 A Fed rate cut next week ✅ An end to Quantitative Tightening and the start of Quantitative Easing (money printing) ✅ A positive Trump (USA) Xi (China) Trade Deal ✅ A beat/beat Q3 earnings report and a raise on Q4 guidance - TBC on Nov 4th $AMD Financial Analyst Day - Nov 11th"
X Link @treasureh8nter 2025-10-29T18:11Z 1242 followers, XXX engagements

"In short someone has bet $16m that $AMD will be over $XXX by Nov 21st 2025 😱😱😱"
X Link @treasureh8nter 2025-10-29T20:34Z 1242 followers, 2415 engagements

"@JesseCohenInv Is this pie chart old It has AMD and Xilinx as separate entities 🤔"
X Link @treasureh8nter 2025-10-16T12:04Z 1214 followers, 1216 engagements

"This is precisely why $INTC are not beating $TSM anytime soon. 😩"
X Link @treasureh8nter 2025-10-18T10:28Z 1234 followers, 8789 engagements

"The new Samsung Exynos 2600 chip with $AMD inside 🔥🔥🔥 it BEATS the Qualcomm Snapdragon X Elite 10-core mobile processor built on a 2nm process 1+3+6 CPU configuration Xclipse XXX GPU based on AMD's RDNA architecture XXX GHz prime core XXXX GHz performance cores XXXX GHz efficiency cores Benchmarks show competitive performance to other flagship chips and XX% better performance and XX% greater power efficiency compared to its predecessor. Thx to AMD the EXYNOS Curse is DEAD 💪💪💪"
X Link @treasureh8nter 2025-10-20T12:08Z 1232 followers, XXX engagements

"TSMC doubles semiconductor lithography patent applications; Samsung surges in EUV says Nikkei 👇👇👇 Taiwan Semiconductor Manufacturing Company (TSMC) is increasing its patent applications related to semiconductor lithography (exposure) technology. The number of applications has nearly doubled in the seven years leading up to 2023 putting it far ahead of South Korea's Samsung Electronics and the US's Intel. This is due to the company's overwhelming dominance in the development of miniaturization technologies. Samsung Electronics has been increasing the number of applications for EUV (extreme"
X Link @treasureh8nter 2025-10-21T00:33Z 1169 followers, 3252 engagements

"TSMC are basically saying they dont need ASML High NA machines to remain being the best 😅😅😅 👇👇👇"
X Link @treasureh8nter 2025-10-22T08:13Z 1240 followers, 1827 engagements

"Rosenblatt says $AMD will beat and raise 🔥🔥🔥"
X Link @treasureh8nter 2025-10-23T14:43Z 1192 followers, 1081 engagements

"If this call option is exercised at $AMD current price of $XXXXXX the trader would have made $302460 🔥🔥🔥 Nice one day bet 💪 Proper respect 😉"
X Link @treasureh8nter 2025-10-24T09:46Z 1219 followers, 1307 engagements

"@simongerman600 I would like to see net earnings per employee too ☝"
X Link @treasureh8nter 2025-10-25T20:52Z 1233 followers, XXX engagements

"@opdroid1234 I agree they will take XX% to XX% of Nvidias business in time. But I have to respect Jensen in that he takes lots of risks and always finds new revenue streams"
X Link @treasureh8nter 2025-10-26T09:10Z 1126 followers, XX engagements

"@Jukanlosreve This is absolutely excellent news the less reliant on the USA the better The home of the semiconductor manufacturing industry is in Asia if you want to build the best chips come to Asia. its really that simple Lets go my Asian brothers 💪💪💪"
X Link @treasureh8nter 2025-10-26T11:48Z 1158 followers, XXX engagements

"@brianhioe Any country that is smart wants to maintain good relations with China be it USA India Japan Singapore. The only incompetent clowns who dont want good relations with China are the DPP"
X Link @treasureh8nter 2025-10-26T15:55Z 1158 followers, XX engagements

"We have our first bullish signal confirmed 🔥🔥🔥 A positive Trump (USA) Xi (China) Trade Deal -✅ A Fed rate cut next week - TBC this coming week Weds 29th Oct An end to Quantitative Tightening and the start of Quantitative Easing (money printing) - TBC A beat/beat Q3 earnings report and a raise on Q4 guidance - TBC on Nov 4th after market close $AMD and the markets are going much higher 😉"
X Link @treasureh8nter 2025-10-26T17:23Z 1158 followers, XXX engagements

"In short. No. Intel will not be able to surpass TSMC within the next decade. 😭😭😭 I actually hope they do. but I just cant see it. $TSM are solely focused on Foundry Intel are not they have a million things on their plate constantly"
X Link @treasureh8nter 2025-10-26T18:22Z 1209 followers, XXX engagements

"China has someone called Xi Jinping ☝ He helped reduced poverty made China a high tech leader expanded Chinas economic global reach by introducing the belt and road initiative modernised their military and increased Chinas international influence. Im not a massive XJP fan but you cant fault what he has done with China under his leadership ☝"
X Link @treasureh8nter 2025-10-27T08:58Z 1233 followers, XXX engagements

"Analyst Says You Should Sit Tight And Buy Advanced Micro Devices $AMD Amid $X Trillion Opportunity 🔥🔥🔥 Ben Reitzes Melius Researchs head of technology research said in a program earlier in October that AMD is one of the elite semiconductor stocks hes recommending. We think the TAM for compute and networking is $X trillion by the end of this decade and maybe even higher. All this inferencing and then autonomous vehicles and robots are really going to continue to build out the infrastructure. Sit tight. Tell us something we dont know already 😅😅😅"
X Link @treasureh8nter 2025-10-27T12:26Z 1219 followers, XXX engagements

"People selling $AMD because of Qualcomm releasing AI rack scale servers in 26/27 are incredibly dumb 🤣🤣🤣 Smart buyers will load up on cheap $AMD shares today 😉"
X Link @treasureh8nter 2025-10-27T14:27Z 1240 followers, XXX engagements

"So basically $QCOM has gone up XX% on these new AI rack scale chips even though we barely have ANY specs available apart from memory of XXX GB of LPDDR per card. 🤣🤣🤣 No info on compute performance. No info on memory bandwidth. No info on power. No info on how many gpus can be connected in a single cluster. No info on what TSMC node they will be manufactured on. nothing. LMAOOOOO These chips are so competitive against $AMD and $NVDA they have released barely any info whatsoever 🤣🤣🤣"
X Link @treasureh8nter 2025-10-27T14:37Z 1236 followers, XXX engagements

"BREAKING NEWS US Department of Energy forms $X billion supercomputer and AI partnership with $AMD 🔥🔥🔥 @YodaStockInvest @CMDarnton @nikoliasgoninus @elneneloco813"
X Link @treasureh8nter 2025-10-27T15:43Z 1240 followers, 1832 engagements

"Very skeptical indeed ☝ Sell $QCOM buy $AMD Its the only way"
X Link @treasureh8nter 2025-10-27T16:12Z 1240 followers, XXX engagements

"I agree that the young people in Taiwan should be proud of being Chinese you have the DPP to thank for that. But just remember if it wasnt for the elite Chinese in the KMT leading the ROC you guys would not be the economic and manufacturing powerhouse that you are today 😉 👇👇👇"
X Link @treasureh8nter 2025-10-27T19:21Z 1241 followers, XXX engagements

"Question to all Intel investors. I thought the US Govt were backing Intel How could they let these $1B supercomputers be manufactured by Taiwan's $TSM 🤔 and where is Gaudi 😩"
X Link @treasureh8nter 2025-10-27T19:37Z 1241 followers, XXX engagements

"@CindySMBS @stevehou0 Dont take my word for it 😉 Ask President Trump yourself 😉 Xi is very smart and a great leader 👇👇👇"
X Link @treasureh8nter 2025-10-27T19:53Z 1153 followers, XX engagements

"In the last couple years AMD has had many acquisitions like Xilinx NodAI and Pensando which added integration costs and temporarily boosted operating expenditures which dampened margins until synergies are fully realized. Those have all cleared up now and our margins will be much better going forward ☝"
X Link @treasureh8nter 2025-10-28T00:54Z 1240 followers, XX engagements

"AMD profit margins have been less in the last few years due to a number of acquisitions notably Xilinx that have introduced substantial amortization and other costs that depress reported margins compared to NVIDIA. Now that they have mostly cleared up you will see far better margins from $AMD going forward imo 😉"
X Link @treasureh8nter 2025-10-28T15:08Z 1240 followers, XX engagements

"@G_melo_ding @D_K_Rajasekar History is irrelevant only the present and the future matters. 😉 Blackberry Ericsson and Nokia were once the dominant phone players in the world. where are they now"
X Link @treasureh8nter 2025-10-28T16:56Z 1241 followers, XX engagements

"@D_K_Rajasekar @G_melo_ding Except AMD actually already has secured AI GPU customers. 😅😅😅 OpenAI Oracle Meta US Govt Saudi Govt UAE Govt. Intel Foundry has yet to secure a single big customer. 😭😭😭"
X Link @treasureh8nter 2025-10-28T17:30Z 1240 followers, XX engagements

"@G_melo_ding @D_K_Rajasekar Come on. everybody knows AMD EPYC Turin is far superior to Intel Granite Rapids 😅😅😅"
X Link @treasureh8nter 2025-10-28T18:07Z 1242 followers, XX engagements

"@D_K_Rajasekar @JackieC42653470 @G_melo_ding Believe me when I say I know more about Taiwan and China cross strait relations than you 😉 Taiwan and China are not enemies. do not believe the nonsense from the west 😉 👇👇👇"
X Link @treasureh8nter 2025-10-28T19:08Z 1212 followers, XX engagements

"@D_K_Rajasekar @JackieC42653470 @G_melo_ding Thats fine but Intel chips do not have the technical ability to beat TSMC. The home of semiconductor manufacturing is in Asia and Taiwan. Its not even close 😉"
X Link @treasureh8nter 2025-10-28T19:16Z 1240 followers, XX engagements

"@petrakov47 @Popinaplem @UncleSam303 Oh @petrakov47 how are you $AMD still going to $XX Youve been so silent for a while 🤭"
X Link @treasureh8nter 2025-10-28T20:11Z 1242 followers, XX engagements

"@A431881K @InvestJourneyX Yes AMD margins are lower than Nvidias but its still a company with 34B revenue this year and $50B revenue next year and market cap is only $420B right now. Its still very undervalued imo. Two excellent companies regardless 👇👇👇"
X Link @treasureh8nter 2025-10-28T23:17Z 1230 followers, XX engagements

"Yes Nvidia has higher gross margins but AMDs will only improve with the additional AI GPUs they are selling. You are also forgetting that Broadcom also with 50B annual revenues last year hit over $1T market cap at the end of last year. They have gross margins of XX% and as I said AMDs gross margins will only increase from XX% Broadcom this year has a market cap of $1.75T already and will have a projected full year revenue of $66B. With $50B annual revenue AMD can end 2026 at least with a market cap of $750B and by 2030 the market cap can be well over $1.5T. Thats more than a 3x from today ☝"
X Link @treasureh8nter 2025-10-29T07:38Z 1240 followers, XX engagements

"@d1944d1944 AMD just secured 6GW purchases from OpenAi that starts in 2026 its going higher from now till 2030 that means its going up in 2026 too 😉"
X Link @treasureh8nter 2025-10-29T12:00Z 1241 followers, XX engagements

"The recent report from Fubon Research claim that $NVDA has delayed their Rubin chip to better match the specs with $AMD MI450 series 👇 For those unaware Fubon Research is part of the Fubon Financial Group and Fubon Securities who are one of the largest banks in Taiwan. They most recently upgraded their price target of $AMD from $XXX to $XXX and maintains a buy rating. As they are a top bank in Taiwan it is likely their research teams are very close to TSMC and their knowledge on the semiconductor space is extremely high. This is VERY bullish for $AMD 🔥🔥🔥"
X Link @treasureh8nter 2025-08-13T11:28Z 1241 followers, 114.2K engagements

"@torovictorioso Nice article 👍 If Intel can only triumph over TSMC if Trump puts more tariffs on them then that is very very worrying for Intel You just need to have the best research tech and engineers"
X Link @treasureh8nter 2025-10-24T15:04Z 1242 followers, XXX engagements

"$AMD current market cap is $420B This year their annual revenue will be $34B The last time $NVDA market cap was $420B was in July 2022 Their annual revenue that year was $26.91B In 2024 $NVDA had $60B annual revenues and they started the year with a $1T market cap and ended 2024 with a $3T market cap. Next year $AMD annual revenues are projected to be close to $50B what do you think will happen to $AMD market cap 🤔 We are going to the moon 🚀"
X Link @treasureh8nter 2025-10-27T23:46Z 1242 followers, 181.4K engagements

"For all the $INTC investors out there When all else fails. hire an ex-TSMC Taiwanese 💪💪💪 A retired ex $TSM 😅😅😅 I dont think any non retired would want to jump ship Ive been saying for a while Intel should hire Ex TSMC current SMIC CEO Liang Mong Song to be CEO of Intel Foundry. I guess this is the next best option"
X Link @treasureh8nter 2025-10-28T11:06Z 1242 followers, 6292 engagements

"As mentioned in my post yesterday $AMD is building Sovereign AI for the USA Saudi Arabia Canada and France . Today @LisaSu has announced another new Sovereign AI partner The UAE Welcome to the $AMD family 🔥🔥🔥 @CMDarnton @YodaStockInvest @elneneloco813 @opdroid1234 @nikoliasgoninus"
X Link @treasureh8nter 2025-10-28T13:54Z 1241 followers, 3008 engagements

"@_vishyy123 I do not think there will be a dip anytime soon. If the fed cuts rates AMD has good guidance next week during Q3 earnings and the AMD financial analyst day shows some good announcements then we will just keep going higher"
X Link @treasureh8nter 2025-10-28T19:18Z 1241 followers, XXX engagements

"@SumeetSingh94 Yes they do but AMDs margins will only improve going forward 😉"
X Link @treasureh8nter 2025-10-28T19:27Z 1242 followers, 2047 engagements

"$NVDA $AVGO and $AMD are EXCEPTIONALLY WELL POSITIONED companies right now says BoA Semiconductor Analyst Vivek Arya on CNBC Overtime. no $INTC or $QCOM 😭😭😭"
X Link @treasureh8nter 2025-10-28T22:10Z 1241 followers, XXX engagements

"This is a follow up to my previous post comparing $AMD and $NVDA annual revenues This time AMD and Broadcom $AMD current market cap is $420B This year their annual revenue will be $34B The last time Broadcom $AVGO market cap was $420B was in June 2023 Their annual revenue that year was $35.8B In 2024 $AVGO had $51.6B annual revenues and they started the year with a $530B market cap and ended 2024 with a $1.1T market cap. Next year $AMD annual revenues are projected to be close to $50B what do you think will happen to $AMD market cap by end of next year 🤔 $AMD = 🚀🚀🚀 from now 😉"
X Link @treasureh8nter 2025-10-29T08:02Z 1242 followers, 1206 engagements

"It still amuses me to this day that the west and the DPP want Taiwan to be enemies with Mainland China when every other country is as friendly as can be with them. The west are using ROC Taiwan as a pawn and a tool. DPP Out KMT in Lai Out If Trump Modi and co are happy to be friends with Xi why cant we 💪"
X Link @treasureh8nter 2025-10-29T09:55Z 1241 followers, XXX engagements

"@Focus_Taiwan Honestly does Taiwan even need a defence budget Mainland China protect us for free 😅☝"
X Link @treasureh8nter 2025-10-29T10:29Z 1241 followers, XX engagements

"As I have said in many posts the home of the semiconductor industry is in Asia and Taiwan 😉 KMT Taipei Mayor Chiang Wan-An the great grandson of the Generalissimo Chiang Kai Shek and the grandson of the great Taiwan President Chiang Ching Kuo has just announced $NVDA Taiwan headquarters offices will be built in Beitou Shilin Technology Park. For those that are unaware President Chiang Ching Kuo and the KMT actually built and funded the creation of TSMC back in the 80s. Can you now see how the AI semiconductor circle is now complete It is very well made in Taiwan 😉"
X Link @treasureh8nter 2025-10-29T11:10Z 1242 followers, XXX engagements

"While the USA ransoms all Asian countries to pay up China does the complete opposite and signs a Free Trade agreement with ASEAN and the rest of Asia. And Asians think USA are their friends 😅😅😅 Make it make sense. 😩"
X Link @treasureh8nter 2025-10-29T22:26Z 1242 followers, XXX engagements