# ![@BlueJay87476298 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1568798168107864064.png) @BlueJay87476298 BlueJay

BlueJay posts on X about ai, $nvda, $tsla, elon musk the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1568798168107864064/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1568798168107864064/c:line/m:interactions.svg)

- [--] Week [------] +276%
- [--] Month [------] +163%
- [--] Months [-------] +224%
- [--] Year [-------] -64%

### Mentions: [--] [#](/creator/twitter::1568798168107864064/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1568798168107864064/c:line/m:posts_active.svg)

- [--] Week [--] +500%
- [--] Month [--] +157%
- [--] Months [--] +126%
- [--] Year [---] -95%

### Followers: [------] [#](/creator/twitter::1568798168107864064/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1568798168107864064/c:line/m:followers.svg)

- [--] Week [------] +0.23%
- [--] Month [------] +1.20%
- [--] Months [------] +14%
- [--] Year [------] +34%

### CreatorRank: [-------] [#](/creator/twitter::1568798168107864064/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1568798168107864064/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  50.88% [technology brands](/list/technology-brands)  32.89% [automotive brands](/list/automotive-brands)  11.84% [celebrities](/list/celebrities)  10.53% [financial services](/list/financial-services)  #1983 [cryptocurrencies](/list/cryptocurrencies)  3.95% [products](/list/products)  3.95% [currencies](/list/currencies)  1.75% [countries](/list/countries)  1.32% [finance](/list/finance)  0.88%

**Social topic influence**
[ai](/topic/ai) 22.81%, [$nvda](/topic/$nvda) 14.04%, [$tsla](/topic/$tsla) 10.53%, [elon musk](/topic/elon-musk) 7.46%, [iphone](/topic/iphone) 3.95%, [$tsm](/topic/$tsm) 3.95%, [$pltr](/topic/$pltr) 3.51%, [$aapl](/topic/$aapl) 3.07%, [systems](/topic/systems) 2.63%, [$googl](/topic/$googl) 2.63%

**Top accounts mentioned or mentioned by**
[@esther44069](/creator/undefined)

**Top assets mentioned**
[NVIDIA Corp. (NVDA)](/topic/$nvda) [Tesla, Inc. (TSLA)](/topic/$tsla) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Apple, Inc. (AAPL)](/topic/$aapl) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Metadium (META)](/topic/$meta) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [JPMorgan Chase (JPM)](/topic/$jpm) [Intel Corporation (INTC)](/topic/$intc) [Advanced Micro Devices (AMD)](/topic/$amd) [GammaSwap (GS)](/topic/$gs) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Microsoft Corp. (MSFT)](/topic/$msft) [Morgan Stanley (MS)](/topic/$ms) [Western Digital Corp (WDC)](/topic/$wdc) [Super Micro Computer, Inc. Common Stock (SMCI)](/topic/$smci) [Oracle Corporation (ORCL)](/topic/$orcl) [QUALCOMM, Inc. (QCOM)](/topic/$qcom) [Assemble Protocol (ASM)](/topic/$asm) [Lam Research Corporation (LRCX)](/topic/$lrcx) [Applied Materials, Inc. (AMAT)](/topic/$amat) [Cirrus Logic Inc (CRUS)](/topic/$crus) [KLA Corp (KLAC)](/topic/$klac) [Texas Instruments (TXN)](/topic/$txn) [NXP Semiconductors NV (NXPI)](/topic/$nxpi) [Qorvo Inc (QRVO)](/topic/$qrvo) [Amphenol Corporation (APH)](/topic/amphenol) [Arm Holdings plc (ARM)](/topic/$arm) [Moody's Corporation (MCO)](/topic/$mco) [Decentral Games ICE (ICE)](/topic/$ice) [Energy Fuels Inc. (UUUU)](/topic/$uuuu) [MP Materials Corp. (MP)](/topic/$mp) [Lithium Americas Corp. Common Shares (LAC)](/topic/$lac) [NovaDEX (NVX)](/topic/$nvx) [Materion Corporation (MTRN)](/topic/$mtrn) [Southern Copper Corporation (SCCO)](/topic/$scco) [Freeport-McMoRan Inc (FCX)](/topic/$fcx) [Ero Copper Corp. (ERO)](/topic/$ero) [Denison Mines Corp (DNN)](/topic/$dnn) [NexGen Energy Ltd. (NXE)](/topic/$nxe) [Hudbay Minerals Inc. (HBM)](/topic/$hbm) [Ivanhoe Electric Inc. (IE)](/topic/$ie) [Taseko Mines Limited (TGB)](/topic/$tgb) [Sociedad Quimica y Minera de Chile SA (SQM)](/topic/$sqm) [Sigma Lithium Corporation Common Shares (SGML)](/topic/$sgml)
### Top Social Posts
Top posts by engagements in the last [--] hours

"#AI $NVDA Nigh-time Keynote Vibe AI party  Blackwell NVLink / NVLink Switch GB200 NVL72 https://basm.substack.com/p/nvda-gtc2024-the-data-center-as-a https://basm.substack.com/p/nvda-gtc2024-the-data-center-as-a"  
[X Link](https://x.com/BlueJay87476298/status/1801494018158956877)  2024-06-14T05:56Z 16.9K followers, 144.8K engagements


"$AMD [--] Compal ElectronicsInventecPegatronWistron $AMD [-------] ZT Systems https://twitter.com/i/web/status/1893239760325615937 https://twitter.com/i/web/status/1893239760325615937"  
[X Link](https://x.com/BlueJay87476298/status/1893239760325615937)  2025-02-22T10:01Z 16.8K followers, [----] engagements


"Evercore ISI TAPTactical Action and Positioning $ANET $MNTN Outperform $CVNA $NFLX Evercore ISI AI 📈 Outperform $AMZN AWS $ANET EPS $BSX EPS $CAI $COR $EW $EXAS $FIVE 1015% $HNGE $MTSI 30% AI $MNTN $NVDA AI Blackwell $ODD 30% [--] EV/EBITDA $OMDA $SYK $TXN [--] / 📉 Underperform $AGL $ABNB Airbnb $CDLX $MTD FY2026 $PUBM $SNAP $TMDX https://twitter.com/i/web/status/1985932576864047309 https://twitter.com/i/web/status/1985932576864047309"  
[X Link](https://x.com/BlueJay87476298/status/1985932576864047309)  2025-11-05T04:49Z 16.8K followers, [----] engagements


"$BAC Triple Momentum $GLD $ITA $XAR $NLR $NUKZ $REMX  $BAC  $BAC  $CLS $STX $WDC $LITE $AMKR AI  $IONQ $VVX $GD $BWXT $LDOS $NGD $EQX $IAG $B $TLN $BWXT $QUBT $IONQ $NVDA $MP AI $BAC  $REMX $GLD $BAC $QTUM $NLR $NUKZ https://twitter.com/i/web/status/1994698040175632864 https://twitter.com/i/web/status/1994698040175632864"  
[X Link](https://x.com/BlueJay87476298/status/1994698040175632864)  2025-11-29T09:20Z 16.8K followers, [----] engagements


"Wells Fargo $AVGO $ADI $MPWR  $AVGO [----] $AVGO [---] [---] $AVGO $GOOG TPU Anthropic [---] Google TPU Google TPU $METAxAI$AAPL SSI $AVGO  $ADI Wells Fargo [---] [---]  $ADI  $ADI ATE [----] 40% HBM [----] Wells Fargo $MPWR [----] [----] [----] $NVDA $MPWR [----] Wells Fargo [----] 39% https://twitter.com/i/web/status/2012834293727523077 https://twitter.com/i/web/status/2012834293727523077"  
[X Link](https://x.com/BlueJay87476298/status/2012834293727523077)  2026-01-18T10:27Z 16.8K followers, [----] engagements


"$PLTR Alex Karp LLM LLM LLM ChatGPT Palantir LLM glue layer AI  AI / $PLTR LLM AI https://twitter.com/i/web/status/2016803097721655780 https://twitter.com/i/web/status/2016803097721655780"  
[X Link](https://x.com/BlueJay87476298/status/2016803097721655780)  2026-01-29T09:18Z 16.8K followers, 20K engagements


"$CRCL Mizuho USDC $CRCL Underperform Neutral [--] [--] Polymarket  Polymarket USDC Mizuho USDC USDT [----] Polymarket [---] [----] Mizuho USDC 25%  Super Bowl https://twitter.com/i/web/status/2017804212017762738 https://twitter.com/i/web/status/2017804212017762738"  
[X Link](https://x.com/BlueJay87476298/status/2017804212017762738)  2026-02-01T03:36Z 16.8K followers, [----] engagements


"$AAPL $GS iPhone $AAPL [--] [----] iPhone  $AAPL F2Q26 iPhone ServicesGoogle Gemini AI Siri [--] $320 Apple  iPhone  recurring revenue Apple-as-a-Service https://youtu.be/lpNdE77Uae0 https://youtu.be/lpNdE77Uae0"  
[X Link](https://x.com/BlueJay87476298/status/2017943506581639573)  2026-02-01T12:49Z 16.8K followers, [----] engagements


"$JPM Warsh $JPM FED PCE  Kevin Warsh  [----] [----] Warsh  Warsh  FOMC $JPM  FOMC  [----]  Warsh  Powell  Powell  Warsh  Warsh $JPM Warsh Powell Bowman Warsh Bowman Warsh Miran  Powell Warsh Miran Tillis Powell  Thune Tillis Powell chair pro tem Warsh https://twitter.com/i/web/status/2018618150393418115 https://twitter.com/i/web/status/2018618150393418115"  
[X Link](https://x.com/BlueJay87476298/status/2018618150393418115)  2026-02-03T09:30Z 16.8K followers, [----] engagements


"$WDC [--] https://youtu.be/YocWtoaSibMsi=B3Phpi6VvqWq1m7R https://youtu.be/YocWtoaSibMsi=B3Phpi6VvqWq1m7R"  
[X Link](https://x.com/BlueJay87476298/status/2018674097643749871)  2026-02-03T13:13Z 16.8K followers, [----] engagements


"$SMCI Wedbush [--]  $SMCI Needham [--] [--] $SMCI [-----] [-----]   $SMCI [----] [---] [---]  DCBBS [----]  6.4% DCBBS GF Securities [--]  $NVDA GB300 Vera Rubin  $SMCI $NBIS $CRWV $NVDA Vera Rubin NVL72 GPU"  
[X Link](https://x.com/BlueJay87476298/status/2019056353323692526)  2026-02-04T14:32Z 16.8K followers, [----] engagements


"$GS CEO David Solomon"  
[X Link](https://x.com/BlueJay87476298/status/2019063977968365866)  2026-02-04T15:02Z 16.8K followers, [----] engagements


"$GS Anthropic AI Anthropic $GS [--]  LLM $GS Claude $GS https://twitter.com/i/web/status/2020356320176796159 https://twitter.com/i/web/status/2020356320176796159"  
[X Link](https://x.com/BlueJay87476298/status/2020356320176796159)  2026-02-08T04:37Z 16.8K followers, [----] engagements


"$NVDA Jensen Huang AI [--] $AMZN $META $GOOGL $MSFT [----] $700B [----] 60%"  
[X Link](https://x.com/BlueJay87476298/status/2020636827011731488)  2026-02-08T23:12Z 16.8K followers, [----] engagements


"$AMZN Jeff Bezos"  
[X Link](https://x.com/BlueJay87476298/status/2020637718913646772)  2026-02-08T23:15Z 16.8K followers, [----] engagements


"Call memo [--------] 1.4Q25 6.4(QoQ +16%YoY +122%) 3.1(QoQ +30%YoY +247%) 49%(QoQ +5pptsYoY +18ppts) [----] [---] 33%(QoQ pptYoY ppt) [---] 30%EPS [----] 1) 2) [----] R&D [----] 3) [----] [---] [---] 2.4Q25-Datacom 75%80% Telecom 10%15% 5%10% 3.1Q26 1Q26 4Q25 [--]. CSP [--] [--] 5.FTTHLDPDLiDAR [--]. [--] [--] Q&A [--].  [----] [--].  [--]. 2H26  [--]. LD PD  Data Center 15%20% [--]. [----] [----] [----] [--] MOCVD 2Q27 25%30% [--]. [--] MOCVD [--] MOCVD [--]. [----] [--].  [--] [--] [--].  [--]. [--] [---] 2Q3Q [--] [--] MOCVD [--] [--] [--]. Opex  [--]. Opex [---]  R&D [--]. [----] E-beam E-beam 100% 50%2026 E-beam 150% E-beam [--]. MOCVD MOCVD [----] E-beam E-beam [--]. CSP  CSP CSP [--].  20232024"  
[X Link](https://x.com/BlueJay87476298/status/2020665182142472594)  2026-02-09T01:04Z 16.9K followers, [----] engagements


"Bill Gates $TSLA Giga Texas Bill Gates Elon Musk Pepsi Bill Gates"  
[X Link](https://x.com/BlueJay87476298/status/2020820295343378675)  2026-02-09T11:21Z 16.8K followers, [----] engagements


"$VST $GS [---] $META PPA [----] EBITDA 5% $META $VST PPA  $VST Comanche Peak PPA PPA $GS $VST [--] [--] PPA  [----] EBITDA [---]  $VST  - $VST https://open.substack.com/pub/basm/p/ai-ercot-vistravstr=23t136&utm_medium=ios https://open.substack.com/pub/basm/p/ai-ercot-vistravstr=23t136&utm_medium=ios"  
[X Link](https://x.com/BlueJay87476298/status/2020826316220879123)  2026-02-09T11:45Z 16.8K followers, [----] engagements


"$MSFT BNP Paribas Hyperscalers $MSFT  [----] 65% [----]  $ORCL $GOOG $AMZN $META $MSFT AI $MSFT 22% 5%  AI ROIC $MSFT Azure $AMZN AWS$META $GOOG  $MSFT OPENAI $GOOG $AMZN Azure Azure https://twitter.com/i/web/status/2020827509743611905 https://twitter.com/i/web/status/2020827509743611905"  
[X Link](https://x.com/BlueJay87476298/status/2020827509743611905)  2026-02-09T11:49Z 16.8K followers, [----] engagements


"Mark Zuckerberg Peter Thiel"  
[X Link](https://x.com/BlueJay87476298/status/2021000404453216509)  2026-02-09T23:16Z 16.8K followers, [----] engagements


"Scott Bessent"  
[X Link](https://x.com/BlueJay87476298/status/2021363359732691271)  2026-02-10T23:19Z 16.8K followers, [----] engagements


"$INTC Lip-Bu Tan AI  [----] AI Nvidia  CPU"  
[X Link](https://x.com/BlueJay87476298/status/2021448125857271829)  2026-02-11T04:56Z 16.8K followers, [----] engagements


"Elon Musk AI      AI  Grok Code 23"  
[X Link](https://x.com/BlueJay87476298/status/2021727240162250821)  2026-02-11T23:25Z 16.8K followers, [----] engagements


"Elon Musk AI"  
[X Link](https://x.com/BlueJay87476298/status/2021730615247388767)  2026-02-11T23:38Z 16.8K followers, [----] engagements


"#AI GPUHBM SK(000660.KS) DISCO (6146.T) Advantest(6857.T)   King Slide http://300308.SZ http://300308.SZ"  
[X Link](https://x.com/BlueJay87476298/status/1793439873099354318)  2024-05-23T00:32Z 16.8K followers, [----] engagements


"$CVS $CI $UNH $HUM $ELV $CNC $MOH $OSCR Great Healthcare Plan  15% HHS Robert F. Kennedy Jr.  [--] [--] [----] PBM PBM $CVS $UNH $CI $HUM HSA https://twitter.com/i/web/status/2012770357716124115 https://twitter.com/i/web/status/2012770357716124115"  
[X Link](https://x.com/BlueJay87476298/status/2012770357716124115)  2026-01-18T06:13Z 16.8K followers, [----] engagements


"$SWKS $JPM [--] [--] $SWKS iPhone $AAPL Content iPhone   [--] 6% 20%Broad Markets Android Android [--] [--] $JPM $GOOGL Samsung  $JPM  WiFi [--] $JPM $SWKS [---] $QRVO $MS [--] [--]  $SWKS $AAPL $SWKS 67% $SWKS $SWKS https://twitter.com/i/web/status/2019058640821620946 https://twitter.com/i/web/status/2019058640821620946"  
[X Link](https://x.com/BlueJay87476298/status/2019058640821620946)  2026-02-04T14:41Z 16.8K followers, [----] engagements


"BlackRock Larry Fink"  
[X Link](https://x.com/BlueJay87476298/status/2019939059293184459)  2026-02-07T00:59Z 16.9K followers, 16.8K engagements


"$AMD $JPM [---]  [---] [----] [--] [--] P/E [--] [--] $AMD [--] MI308 [---] [--] $AMD [--] $AMD [----] MI450/Helios $AMD CPU MI355 GPU MI455/Helios MI450/Helios [----] GPU $AMD MI450 [----]  CPU PC [----] $INTC $AMD CPU Turin Venice $AMD $AMD RyzenEPYC Radeon CPU GPU $AMD R&D $AMD 50% PC PC GPU $INTC $NVDA https://youtu.be/63fE2778T5Asi=di_S3wJ8oQO_B-_0 https://youtu.be/63fE2778T5Asi=di_S3wJ8oQO_B-_0"  
[X Link](https://x.com/BlueJay87476298/status/2021931708359356600)  2026-02-12T12:57Z 16.9K followers, [----] engagements


"(3529 TT) Call memo [--------] 1.4Q25 10.5(QoQ +10.1%YoY +3.7%) 100% 4.1(QoQ +2.1%YoY -7.2%) 6.4(QoQ +15.9%YoY +12.3%) 60.6%(QoQ +3pptYoY +4.6ppt) 5.6(QoQ +15.6%YoY +9.4%) 55.2%(QoQ +3.9pptYoY +4.1ppt)EPS [----] 2.4Q25Royalty 66.9%(QoQ +15.9%YoY +0.9%)Licensing 33.1%(QoQ -0.1%YoY +9.9%) 3.4Q25-NeoBit 22.5%(QoQ +0.8%YoY -1.1%)NeoFuse 58.5%(QoQ +5.7%YoY -2.8%)PUF-Based 10.2%(QoQ +106.9%YoY +48%)MTP 8.8%(QoQ +6.6%YoY +33.9%) 4.2025-NeoBit 25.2%(YoY +6.6%)NeoFuse 59.9%(YoY +4.3%)PUF-Based 5.9%(YoY 40%)MTP 9%(YoY 6.9%) 5.4Q25-8-Inch 36.2%(QoQ +3.3%YoY -10.5%)12-Inch 63.8%(QoQ +24.5%YoY +8.8%) [--]. 1Q26"  
[X Link](https://x.com/BlueJay87476298/status/2022509279723544839)  2026-02-14T03:12Z 16.9K followers, [----] engagements


"Anthropic Dario Amodei [--] [--]  [----]  OpenAI $ORCL OpenAI"  
[X Link](https://x.com/BlueJay87476298/status/2022601989117628459)  2026-02-14T09:21Z 16.9K followers, [----] engagements


"$GOOGL Eric Schmidt AGI AI"  
[X Link](https://x.com/BlueJay87476298/status/2023018270673322055)  2026-02-15T12:55Z 16.9K followers, [----] engagements


"$NVDA #GTC24 Jensen Huang - [----] NVLink (#cables) [--] - transceivers + retimers [--] - NVLink SWITCH + [---] [---] # #"  
[X Link](https://x.com/anyuser/status/1777108683706789968)  2024-04-07T22:58Z 16.9K followers, 11.3K engagements


"# # # # AMDAMR-24.04.10 *QA: CSP = CSP= =Socionext CSP=META"  
[X Link](https://x.com/anyuser/status/1778316476921131140)  2024-04-11T06:57Z 16.9K followers, 19.1K engagements


"# - - - ASIC-24.04.13 - 👇 *Embedded WorldAI *buy now pay laterAILLM --AI"  
[X Link](https://x.com/anyuser/status/1779657372577026531)  2024-04-14T23:45Z 16.9K followers, 11.1K engagements


"3 individuals including a 2-year-old boy died after their Huawei AITO M7 was involved in an accident & caught fire in China's Shanxi Province on April [--]. M7 [--] AEB"  
[X Link](https://x.com/anyuser/status/1784522756429939006)  2024-04-28T09:59Z 16.9K followers, 1.1M engagements


"30 $INTC - $INTC $TSM - $NVDA $TSM $NVDA - $TSM $NVDA $NVDA"  
[X Link](https://x.com/anyuser/status/1787506892912378081)  2024-05-06T15:37Z 16.9K followers, [----] engagements


"$NVDA 7% - - [--] AI"  
[X Link](https://x.com/BlueJay87476298/status/1793439854866715100)  2024-05-23T00:32Z 16.8K followers, [----] engagements


"#AI COMPUTEX"  
[X Link](https://x.com/BlueJay87476298/status/1797066835885727864)  2024-06-02T00:44Z 16.8K followers, 12.4K engagements


"#COMPUTEX2024 Wiwynn $META  - - - IT -"  
[X Link](https://x.com/anyuser/status/1798694289452810319)  2024-06-06T12:31Z 16.9K followers, [----] engagements


"# # (1) L2A (2) L2L (1) L2A 👇"  
[X Link](https://x.com/BlueJay87476298/status/1802504913458811348)  2024-06-17T00:53Z 16.9K followers, 11.6K engagements


"HBM DRAM  [------] (1) HBM3E [--] alpha/1beta 16GB DDR5 4800-6400Mbps DDR5 DDR4"  
[X Link](https://x.com/anyuser/status/1802846162434822521)  2024-06-17T23:29Z 16.9K followers, 14.2K engagements


"$435 EPS [--]. QTD 2Q24 10% 13% [--]. 2H24 10% AI [--]. AI GB [---] UPS"  
[X Link](https://x.com/anyuser/status/1804095035161391273)  2024-06-21T10:12Z 16.9K followers, [----] engagements


"(J) _240701 Apple Intelligence"  
[X Link](https://x.com/BlueJay87476298/status/1807929738872475826)  2024-07-02T00:10Z 16.9K followers, [----] engagements


"2024/6/28 [--]. 2Q245%EPS [-----] PC2025 1530"  
[X Link](https://x.com/BlueJay87476298/status/1809425529571012687)  2024-07-06T03:13Z 16.9K followers, 14.4K engagements


"23302024Q2 memo QA Q1. CoWoS CAGR+60% A: [----] 2026"  
[X Link](https://x.com/BlueJay87476298/status/1813868605802697004)  2024-07-18T09:29Z 16.9K followers, 17.3K engagements


"# $TSM CoWoSCoWoS chip-on-wafer-on-substrateCoWoS-SCoWoS-RCoWoS-L"  
[X Link](https://x.com/anyuser/status/1817708888294383801)  2024-07-28T23:49Z 16.9K followers, 13K engagements


"J 2024/7/31 😅 17%. 😅"  
[X Link](https://x.com/BlueJay87476298/status/1818855836799975725)  2024-08-01T03:46Z 16.9K followers, 10.3K engagements


"We believe the NVL64 product is targeting mid-end AI applications or inferencing with rack scale solution as alternatives to just HGX Hopper solution"  
[X Link](https://x.com/BlueJay87476298/status/1820065073450418264)  2024-08-04T11:51Z 16.9K followers, [---] engagements


"This could lead to potential higher rack shipment volumes and more Grace CPU adoption in [----] and in the longer term is positive for IC substrate vendors (Unimicron) and ODMs"  
[X Link](https://x.com/BlueJay87476298/status/1820065080488394946)  2024-08-04T11:51Z 16.9K followers, [----] engagements


"J 2024/9/1 . AI"  
[X Link](https://x.com/BlueJay87476298/status/1830116098269987169)  2024-09-01T05:30Z 16.9K followers, 20.2K engagements


"$AAPL iPhone [--] Pro $TSM $ASML $ASM $KLAC $LRCX $AMAT $AVGO $TXN $CRUS $QCOM $BOSCH $STMPA $NXPI $SKWKS $QRVO"  
[X Link](https://x.com/anyuser/status/1848507685786030411)  2024-10-21T23:32Z 16.9K followers, 23.3K engagements


"$PLTR - $PLTR $PLTR Ontology () OS - $PLTR AI agent AI $PLTR - - $PLTR Ontology () - $PLTR Ontology () - $PLTR Ontology - $PLTR - AI - AI agent AI . $PLTR Ontology $PLTR valuation makes ZERO sense But then why do institutions keep buying it What do they know that you don't I work in BIG DATA analytics and let me share the secrets of Palantir in the most basic way Palantir has monopoly on Automated Governance serving as the ultimate https://t.co/XGLRmO7rq8 $PLTR valuation makes ZERO sense But then why do institutions keep buying it What do they know that you don't I work in BIG DATA analytics"  
[X Link](https://x.com/anyuser/status/1867874035717337505)  2024-12-14T10:07Z 16.9K followers, 18.2K engagements


"# --24.12.14 **ASICMerchant GPU(GPU)ASIC *GoogleTPUASIC * *ASICASIC *Merchant GPUASIC **Wi-Fi1015%"  
[X Link](https://x.com/anyuser/status/1868434516706255167)  2024-12-15T23:14Z 16.9K followers, 26.2K engagements


"20241217 memo #NVDA roadmap update - GB300VR200 - GB200 amphenol 1Q25 4k2Q 6k rack50kNVB200GB200 - GB300GB2008Hi- 12Hi HBM 192-288GBCX7-8Socket GPUbiancaGPU+CPU+CX7reference designCPU IntelCX7Astera labs/AVGO - GB300 compute tray: - NVQDbianca module 4UQD12QDQD - Power: BBU1 rack4 trayMSFT/OracleBBUAWS/Google/Meta - Content value: 140kw rack power supply content $14kshelf 3-3.5k4BBU1w$BBU3/5/8kw - (musashi)EDLC - NVL listtrading - Power shelfDelta/Liteon/Flex"  
[X Link](https://x.com/anyuser/status/1869312160939302944)  2024-12-18T09:22Z 16.9K followers, 23.5K engagements


"Broadcom  . #Broadcom #Manish #Mehta VP of optical systems division AI #Nvidia #NVLink #AMD #Infinity #Fabric #900GB/sec [--] [--]  #SerDes 200Gbps"What good is going fast if you can't get past the next rack" Broadcom Broadcom opticsNvidia #NVL72  120kW 140kW"  
[X Link](https://x.com/anyuser/status/1870299382064795843)  2024-12-21T02:44Z 16.9K followers, 17.6K engagements


"$MS $TSLA Optimus BOM Tesla FSD $50K 60K ✏ Head () $2.1k (3.8% of total) NVIDIA (#NVDA) - AIGPU Sony (#SONY) - TSMC (#TSM) - Shoulder () $7.8k (14.2% of total) Harmonic Drive Systems (#6324.T) - Bosch Rexroth () - Maxon Motors () - Elbow () $2.6k (4.7% of total) Harmonic Drive Systems (#6324.T) Bosch Rexroth Waist & Pelvis () $7.8k (14.2% of total) Harmonic Drive Systems (#6324.T) Maxon Motors Battery Pack () $0.3k (0.5% of total) Panasonic (#PCRFY) - Tesla LG Energy Solution (#373220.KQ) CATL (#300750.SZ)"  
[X Link](https://x.com/anyuser/status/1871042747966382233)  2024-12-23T03:58Z 16.9K followers, 47.1K engagements


"Upper Arm () $1.1k (2.0% of total) THK (#6481.T) - SKF (#SKF-B.ST) - Forearm () $2.2k (3.9% of total) THK (#6481.T) Bosch Rexroth Thigh () $7.3k (13.2% of total) Harmonic Drive Systems (#6324.T) Bosch Rexroth Calf () $7.3k (13.2% of total) Harmonic Drive Systems (#6324.T) Bosch Rexroth Hands () $9.5k (17.2% of total) Faulhaber () Sensata Technologies (#ST) Feet () $6.7k (12.2% of total) Kistler Group () HBM () Others () $0.5k (0.9% of total) 3M (#MMM) - Honeywell (#HON) https://twitter.com/i/web/status/1871042752022229350 https://twitter.com/i/web/status/1871042752022229350"  
[X Link](https://x.com/BlueJay87476298/status/1871042752022229350)  2024-12-23T03:58Z 16.9K followers, [----] engagements


"$NVDA CES2025 Project DIGITS - Mini DGX - AI - GB10 - [--] 3000"  
[X Link](https://x.com/anyuser/status/1876489834929455349)  2025-01-07T04:43Z 16.9K followers, 14.8K engagements


"By  DeepSeekX Eric Schmidt 2-3 Nvidia [--] [----] 201921100GPU NvidiaA100 [----] 2021A100 2025Alexandr Wang5H100 H100315 A100 [---]  B738B738MAX  DeepSeek558"  
[X Link](https://x.com/anyuser/status/1883714614665597230)  2025-01-27T03:12Z 16.9K followers, 19.1K engagements


"Elon Musk DeepSeek Deepseek Marc Benioff DeepSeekApp StoreChatGPT $NVDA 1AI  metadataAIDeepgold Roy Abrams Marc Elon Musk"  
[X Link](https://x.com/anyuser/status/1883878713554838008)  2025-01-27T14:04Z 16.9K followers, 498.9K engagements


"DeepSeek 🤣"  
[X Link](https://x.com/anyuser/status/1884792044142596444)  2025-01-30T02:33Z 16.9K followers, 91.4K engagements


"$NVDA $NVDA - - $NVDA - $NVDA - $NVDA $NVDA - - $NVDA - $NVDA - $NVDA"  
[X Link](https://x.com/anyuser/status/1884899393809387650)  2025-01-30T09:40Z 16.9K followers, 38.4K engagements


"J 2025/1/31 😅. AI DS"  
[X Link](https://x.com/anyuser/status/1885302826504773817)  2025-01-31T12:23Z 16.9K followers, 28.7K engagements


"$AMD $NVDA $AMD ASIC DeepSeek [--]. [--]. DeepSeek [--] [--]. $NVDA $AMD $AMD $NVDA CUDA $AMD $NVDA [--]. $AMD CUDA translators CUDA $ARM x86 $ARM x86 $ARM [--]. $AMD GPU CPU [--]. AI ASIC GPU ASIC [--] GPU ASIC 3-5 GPU"  
[X Link](https://x.com/anyuser/status/1886566546832810335)  2025-02-04T00:04Z 16.9K followers, 12.8K engagements


"$JPM DeepSeek - [--] AI [--] hyperscalers AI  AI [----]  LLM AI  [----] [----]  $MSFT/ $META $JPM 2026"  
[X Link](https://x.com/anyuser/status/1888435777983688788)  2025-02-09T03:52Z 16.9K followers, 42K engagements


"J 2025/2/15 .  iphone  "  
[X Link](https://x.com/BlueJay87476298/status/1890655255299502579)  2025-02-15T06:51Z 16.9K followers, 25.6K engagements


"$TSLA [----] [--] 54% [----] [--] [--] Larry Kudlow Elon Misk"  
[X Link](https://x.com/anyuser/status/1899237939571470449)  2025-03-10T23:16Z 16.9K followers, 187.6K engagements


"Elon Musk Tesla"  
[X Link](https://x.com/anyuser/status/1899571362638991600)  2025-03-11T21:21Z 16.9K followers, 12.7K engagements


"9903.01.34 Annex III [----] [--] [--] 10% 11% 50%  4/9 32%  AI NVIDIA   9903.01.34 U.S. content 20%  IP +32%   NVIDIA  NVIDIA  IP   50%70%  9903.01.34  32%  Except as provided for in heading 9903.01.34   ODM  42% 9903.01.34  https://www.facebook.com/share/p/16HG3wnngt/mibextid=wwXIfr https://www.facebook.com/share/p/16HG3wnngt/mibextid=wwXIfr"  
[X Link](https://x.com/anyuser/status/1908723946297713055)  2025-04-06T03:30Z 16.9K followers, 67.6K engagements


"$AAPL iPhone"  
[X Link](https://x.com/anyuser/status/1908743897586819506)  2025-04-06T04:49Z 16.9K followers, 37.4K engagements


"$TSLA Giga Texas Tesla 🤣 50000"  
[X Link](https://x.com/BlueJay87476298/status/1911713930684322065)  2025-04-14T09:31Z 16.9K followers, 21.7K engagements


"$NVDA $MS GB300 Cordelia Bianca Nvidia   GB300 Cordelia PCB BiancaHDI PCB OAM UBB Cordelia GB200 Nvidia GB300 Cordelia GB300 Joe Moore  GB200 GB300"  
[X Link](https://x.com/BlueJay87476298/status/1911745599843811464)  2025-04-14T11:37Z 16.8K followers, [----] engagements


"GB300 GPU FIT Lotes OAM/UBB Wistron BiancaGPU SOCAMM GB300 Lotes Wistron Bianca Cordelia OAM/UBB https://twitter.com/i/web/status/1911745605183185352 http://6088.HK https://twitter.com/i/web/status/1911745605183185352 http://6088.HK"  
[X Link](https://x.com/BlueJay87476298/status/1911745605183185352)  2025-04-14T11:37Z 16.8K followers, [---] engagements


"$TSLA Lutnick - 85%15%"  
[X Link](https://x.com/anyuser/status/1917362763527249981)  2025-04-29T23:38Z 16.9K followers, 12.7K engagements


"28323330 100% [--] Currency Swap6%Currency Swap 6.67%5.54%"  
[X Link](https://x.com/anyuser/status/1919241622380052912)  2025-05-05T04:03Z 16.9K followers, 19.2K engagements


"$PLTR CEO Alex Karp - AI AI"  
[X Link](https://x.com/anyuser/status/1922439440951071114)  2025-05-13T23:50Z 16.9K followers, 16.9K engagements


"😱  $MCO AA1 Stevie Wonder AA $ICE Jeffery Sprecher $MCO  $MCO () https://basm.substack.com/p/95-moodys-mcor=23t136&utm_medium=ios https://basm.substack.com/p/95-moodys-mcor=23t136&utm_medium=ios"  
[X Link](https://x.com/anyuser/status/1923548703715098804)  2025-05-17T01:18Z 16.9K followers, 25.2K engagements


"🤣 [--]  Leonard LeoLeonard Leo"  
[X Link](https://x.com/BlueJay87476298/status/1928251830850703460)  2025-05-30T00:47Z 16.9K followers, 15.2K engagements


"$TSLA Cybertruck"  
[X Link](https://x.com/anyuser/status/1929163990724190606)  2025-06-01T13:11Z 16.9K followers, 348.9K engagements


"Ingraham Elon Musk Elon Musk Elon Musk"  
[X Link](https://x.com/BlueJay87476298/status/1931109954112643145)  2025-06-06T22:04Z 16.8K followers, 29.1K engagements


"Elon Musk at CNBC David Faber Waymo [--] $TSLA [--] [--] $TSLA Waymo Elon Musk $TSLA AI AI"  
[X Link](https://x.com/anyuser/status/1937281320687927740)  2025-06-23T22:47Z 16.9K followers, 19.2K engagements


"$TSLA Optimus 😁"  
[X Link](https://x.com/anyuser/status/1947122243966009554)  2025-07-21T02:31Z 16.9K followers, 23.3K engagements


"Jerome Powell 😛 FED  [--] [--] Jerome Powell [--] Jerome Powell [--] Jerome Powell Jerome Powell Jerome Powell 😛"  
[X Link](https://x.com/anyuser/status/1948514924382097883)  2025-07-24T22:45Z 16.9K followers, 30.7K engagements


"😮💨 Harrison Bader"  
[X Link](https://x.com/anyuser/status/1964548841732264183)  2025-09-07T04:38Z 16.9K followers, 104.4K engagements


"Elon Musk Elon Musk  Optimus5 $TSLA AI5 Colossus II [--] $TSLA AI/Optimus/"  
[X Link](https://x.com/anyuser/status/1967880687589220357)  2025-09-16T09:18Z 16.9K followers, 16.9K engagements


"Jerome Powell25 [------] FED  Jerome 100"  
[X Link](https://x.com/anyuser/status/1968451171229778405)  2025-09-17T23:05Z 16.9K followers, 22.8K engagements


"$INTC $MP $LAC $TMQ   $NMG $NVX $MTRN $ELBM  $SCCO $HBM $FCX $IE $ERO $TGB  $ALB $SQM $SGML $RIO $IONR $ATLX  $USAR $IDR $CRML $TMRC $UAMY $NB $AREC $PPTA $TMC $UUUU $IPX  $CCJ $LEU $UUUU $UEC $AEC $UROY $URG $DNN $ISOU $NXE $EU"  
[X Link](https://x.com/anyuser/status/1977522344576127441)  2025-10-12T23:50Z 16.9K followers, 34.2K engagements


"INCREDIBLE SHOHEI OHTANI 103"  
[X Link](https://x.com/anyuser/status/1979396831500210649)  2025-10-18T03:59Z 16.9K followers, 10.2K engagements


"$TSLA Elon Musk AI5  $TSM Samsung AI5  AI5  AI4 [--]  AI5 GPU GPUISP"  
[X Link](https://x.com/anyuser/status/1981140754849542312)  2025-10-22T23:28Z 16.9K followers, 17.2K engagements


"Anduril Palmer Luckey Prompt Engineering ChatGPT Prompt - Prompt Engineering - ChatGPT - ChatGPT - - ChatGPT"  
[X Link](https://x.com/anyuser/status/1981328875486662695)  2025-10-23T11:56Z 16.9K followers, 22.5K engagements


"Call memo [--------] 1.3Q25 1421(YoY 7.8%QoQ -5.5%) 46.5%(YoY -2.3pptQoQ -2.6ppt) 439.2(YoY 8.5%QoQ -1.3%) 221.9(YoY -7%QoQ -24.5%) 15.6%(YoY -2.5pptQoQ -3.9ppt) 254.5(YoY -0.5%QoQ -9.3%) 17.9%(YoY -1.5pptQoQ -0.8ppt)EPS [-----] [--]. [--] [--] [----] 2.8% [--] 1% 2.6% 16.2% [---] 3.R&D 363.5Admin [----] Sales [----] [--]. [----] [--] [--] [--] [--]. ubiquitous AI AI AI AI 6.TCO CSP [--]. AI ASIC [----] [--] ASIC [----]  IP [----]  ASIC [--]. Edge AI AI PC SoC [----] NPU NPU AI NPU AI AI AI [--]. NVIDIA GB10 AI GB10 AI DGX-BARC [----] [---] [--]. [--] tape-out [----] [--]  [--]. 53%YoY 4%QoQ -4%YoY 13%QoQ -1% [----] Vivo X300 OPPO X9 [----] [----] [--] 40% [--]. 42%YoY"  
[X Link](https://x.com/BlueJay87476298/status/1984229438746452469)  2025-10-31T12:02Z 16.9K followers, [----] engagements


"$PLTR Alex Karp Zohran Mandani"  
[X Link](https://x.com/anyuser/status/1986576733332774958)  2025-11-06T23:29Z 16.9K followers, 57.3K engagements


"$GOOGL Physical Intelligence Physical Intelligence AI [--] [--]  $GOOGL CapitalG  Lux CapitalThrive Capital Jeff Bezos Index Ventures T. Rowe Price Physical Intelligence AI - *0.6 https://twitter.com/i/web/status/1992730548587078005 https://twitter.com/i/web/status/1992730548587078005"  
[X Link](https://x.com/BlueJay87476298/status/1992730548587078005)  2025-11-23T23:02Z 16.9K followers, [----] engagements


"$EVTL Syensqo VX4 VX4 Aciturri Vertical Syensqo VX4 VX4 [----] Syensqo Vertical  VX4  Syensqo Vertical Honeywell Aciturri $EVTL [--] [--] VX4 https://twitter.com/i/web/status/1998024257721541058 https://twitter.com/i/web/status/1998024257721541058"  
[X Link](https://x.com/BlueJay87476298/status/1998024257721541058)  2025-12-08T13:37Z 16.9K followers, [----] engagements


"$MRVL Benchmark $AMZN  $MRVL $AMZN Tranium [--] Alchip $MRVL 2026XPU20% $MRVL XPU $AMZN  $MRVL $AMZN Tranium 2KuiperTranium [--] $AMZN Tranium 32026Tranium [--] $MRVL https://twitter.com/i/web/status/1998027781947756581 https://twitter.com/i/web/status/1998027781947756581"  
[X Link](https://x.com/BlueJay87476298/status/1998027781947756581)  2025-12-08T13:51Z 16.9K followers, [----] engagements


"BTIG [----] $ZS $NTSK $SNOW $SAIL $DDOG BTIG [----] [----]  15%16% [----] AI AI Gray Powell  AI [----]  YTD -0.8% Nasdaq 22% Powell  $NET $MDB $CRWD $SNOW $CYBR AI / AI  1% [----] $SNOW (+6.3%) $OKTA $ESTC (+3.7% ) $OSPN (-11.4%) $RPD (-7.0%) $S (-5.2%) [----]  [----] 16% [----] / SIEM Security Information and Event Management Powell  AI [--] [--] AI BTIG AI $NTSK $SAIL $NET $ZS $PANW $CRWD  $CRWD $ZS $PANW  $DDOG $DT AI Powell  $PANW Chronosphere $PANW $CRWD $DDOG $DT Powell https://twitter.com/i/web/status/2004920466730021368 https://twitter.com/i/web/status/2004920466730021368"  
[X Link](https://x.com/BlueJay87476298/status/2004920466730021368)  2025-12-27T14:21Z 16.9K followers, [----] engagements


"Alchip [--------] 1) 3Q25 2) 20264Q25cryptoTSM a. LiAutoshipping4Q25forecast$300m1Q26 ramping$200-300m b. projectN3 Trainium 3turnaround time6-7 monthsCoWoS2Q26shipping c. CSPemerging accountN3/N2NRE$50mCoWoS$100mGroqAlchipR&D project3-4high-profile emerging accountnetworkingN3+N2 (switch main chip) d. N3 CPU 3) 2026option15%20261Q264Q25 2Q26 AWS ramp-up 4) 3Q25/4Q25/1Q264Q25 NRE1Q263Q25 5) Groq N4SamsungN3TSMAlchipinference2026NREAlchipjuicy NRE margin 6) IntelAIdirect accountdesign service 7) CPOrampAlchipN2CPO2027 8) AWS T4NVLink FusionI/Ocompute diechipsetI/O die a. AlchipCompute dieI/O die"  
[X Link](https://x.com/BlueJay87476298/status/2005931564514021673)  2025-12-30T09:18Z 16.9K followers, [----] engagements


"CESAIAI $NVDA $SNDK $SIMO $HIMX $BESI $KLIC $DELL CES $NVDA Blackwell2025AI $NVDA 2025CSP AI2026FAIAI CES [--] $NVDA CES 3$SNDK SSDNAND3100% $NVDA CESICMSPinference contextNVMe SSDKVICMSPGPU KVNVMe Jensen Huang CES [----] Context FLOPS $NVDA CESVera Rubin NVL72Spectrum-X CPO tray600TB16Vera Rubin NVL721200TB Vera Rubin NVL72560EBNAND2026FSSD10%20%NAND3%7% DRAMNAND $005930 $000660 $SIMO CPOSpectrum-X32FAUVera Rubin26Spectrum-X $NVDA CPO CPOSpectrum-X32FAUCPO3.2Tb/s CES $NVDA VR26Spectrum-X20246 $HIMX VRSpectrum-X $HIMX $3363 2026FCPO FAU$HIMX 90% $3008 $2330 CPO $3008 $HIMX/$3363 CPO $HIMX/$3363"  
[X Link](https://x.com/BlueJay87476298/status/2009590372457181639)  2026-01-09T11:37Z 16.8K followers, [----] engagements


"$BESI 20252026FoW TCB CoPoS/ $BESI HB20252025 [----] $BESI 1015HB $BESI [----] oW TCBCoWoS 2025122026F 3AI2026FPC2026F/ 2025122026F 3PCAI PC2026F 2026F2% Vivo202610%15%PCPC3%PCCESPC10% $DELL PC"  
[X Link](https://x.com/BlueJay87476298/status/2009590383022661840)  2026-01-09T11:37Z 16.8K followers, [----] engagements


"Yann LeCun AI  Linux AI  AI"  
[X Link](https://x.com/BlueJay87476298/status/2016661306842255535)  2026-01-28T23:54Z 16.9K followers, [----] engagements


"Elon Musk Blindsight"  
[X Link](https://x.com/BlueJay87476298/status/2017020564498763913)  2026-01-29T23:42Z 16.9K followers, [----] engagements


"0-10% $GOOGL -3.3%/-1.7%/-1.2%/-0.9% -14.3%/-16.4%/-5.4%/-1.3% $APP -2.3%/-1.3%/-3.7%/-2.1% -8.2%/-8.6%/-10.4%/-2.1% -3.7%/-4.8%/-7.1%/-2.6% http://3661.TW http://2345.TW http://3324.TW http://3661.TW http://2345.TW http://3324.TW"  
[X Link](https://x.com/BlueJay87476298/status/1703553876312686755)  2023-09-17T23:37Z 16.9K followers, [---] engagements


"iPhone - UTR - Hon HaiLargan Zhen Ding BYD Electronic Sunny Optical"  
[X Link](https://x.com/BlueJay87476298/status/1827844887846461694)  2024-08-25T23:05Z 16.9K followers, [----] engagements


"# ❶ In tsmc We Trust. tsm 22.96%20%10% tsm $204.3 +1.80%10-17$190.01$201.97 http://2330.TW http://2330.TW"  
[X Link](https://x.com/BlueJay87476298/status/1865567299857772896)  2024-12-08T01:21Z 16.9K followers, [----] engagements


"$NVDA - - $NVDA - $NVDA - $NVDA $NVDA Lots of misinformation flying around about Nvidia today including questions about Singapore and the Chinese. Nvidia has released a statement: The revenue associated with Singapore does not indicate diversion to China. Our public filings report bill to not ship to locations Lots of misinformation flying around about Nvidia today including questions about Singapore and the Chinese. Nvidia has released a statement: The revenue associated with Singapore does not indicate diversion to China. Our public filings report bill to not ship to locations"  
[X Link](https://x.com/anyuser/status/1884800771113501062)  2025-01-30T03:08Z 16.9K followers, 55K engagements


"$TSLA 40%-50% Ron Baron $TSLA $TSLA"  
[X Link](https://x.com/anyuser/status/1899761016961204252)  2025-03-12T09:54Z 16.9K followers, 52.3K engagements


"😱 Jim Cramer Larry Williams $TSLA [----] $500"  
[X Link](https://x.com/anyuser/status/1900056676931428455)  2025-03-13T05:29Z 16.9K followers, 44.1K engagements


"$NVDA 910C  H100 60% 7%"  
[X Link](https://x.com/BlueJay87476298/status/1914657221939748941)  2025-04-22T12:27Z 16.9K followers, 30.5K engagements


"75%  30% [----] 32"  
[X Link](https://x.com/BlueJay87476298/status/1927862091299348498)  2025-05-28T22:58Z 16.9K followers, 10K engagements


"#AI $NVDA Nigh-time Keynote Vibe AI party  Blackwell NVLink / NVLink Switch GB200 NVL72 https://basm.substack.com/p/nvda-gtc2024-the-data-center-as-a https://basm.substack.com/p/nvda-gtc2024-the-data-center-as-a"  
[X Link](https://x.com/BlueJay87476298/status/1801494018158956877)  2024-06-14T05:56Z 16.9K followers, 144.8K engagements


"DeepSeek DeepSeek AIAI"  
[X Link](https://x.com/BlueJay87476298/status/1883857754189963283)  2025-01-27T12:41Z 16.9K followers, 266.4K engagements


"DeepSeek 🤣"  
[X Link](https://x.com/anyuser/status/1884792044142596444)  2025-01-30T02:33Z 16.9K followers, 91.4K engagements


"Elon Musk DeepSeek Deepseek Marc Benioff DeepSeekApp StoreChatGPT $NVDA 1AI  metadataAIDeepgold Roy Abrams Marc Elon Musk"  
[X Link](https://x.com/anyuser/status/1883878713554838008)  2025-01-27T14:04Z 16.9K followers, 498.9K engagements


"$TSLA [----] [--] 54% [----] [--] [--] Larry Kudlow Elon Misk"  
[X Link](https://x.com/anyuser/status/1899237939571470449)  2025-03-10T23:16Z 16.9K followers, 187.6K engagements


"$TSLA Cybertruck"  
[X Link](https://x.com/anyuser/status/1929163990724190606)  2025-06-01T13:11Z 16.9K followers, 348.9K engagements


"$MS $TSLA Optimus BOM Tesla FSD $50K 60K ✏ Head () $2.1k (3.8% of total) NVIDIA (#NVDA) - AIGPU Sony (#SONY) - TSMC (#TSM) - Shoulder () $7.8k (14.2% of total) Harmonic Drive Systems (#6324.T) - Bosch Rexroth () - Maxon Motors () - Elbow () $2.6k (4.7% of total) Harmonic Drive Systems (#6324.T) Bosch Rexroth Waist & Pelvis () $7.8k (14.2% of total) Harmonic Drive Systems (#6324.T) Maxon Motors Battery Pack () $0.3k (0.5% of total) Panasonic (#PCRFY) - Tesla LG Energy Solution (#373220.KQ) CATL (#300750.SZ)"  
[X Link](https://x.com/anyuser/status/1871042747966382233)  2024-12-23T03:58Z 16.9K followers, 47.1K engagements


"$AAPL iPhone"  
[X Link](https://x.com/anyuser/status/1908743897586819506)  2025-04-06T04:49Z 16.9K followers, 37.4K engagements


"9903.01.34 Annex III [----] [--] [--] 10% 11% 50%  4/9 32%  AI NVIDIA   9903.01.34 U.S. content 20%  IP +32%   NVIDIA  NVIDIA  IP   50%70%  9903.01.34  32%  Except as provided for in heading 9903.01.34   ODM  42% 9903.01.34  https://www.facebook.com/share/p/16HG3wnngt/mibextid=wwXIfr https://www.facebook.com/share/p/16HG3wnngt/mibextid=wwXIfr"  
[X Link](https://x.com/anyuser/status/1908723946297713055)  2025-04-06T03:30Z 16.9K followers, 67.6K engagements


"$TSM [----] AZ"  
[X Link](https://x.com/BlueJay87476298/status/1896677996104491097)  2025-03-03T21:44Z 16.9K followers, 34.9K engagements


"$PLTR Alex Karp Zohran Mandani"  
[X Link](https://x.com/anyuser/status/1986576733332774958)  2025-11-06T23:29Z 16.9K followers, 57.3K engagements


"J 2025/2/15 .  iphone  "  
[X Link](https://x.com/BlueJay87476298/status/1890655255299502579)  2025-02-15T06:51Z 16.9K followers, 25.6K engagements


"60  1964-2024 5502284% S&P500 39054%"  
[X Link](https://x.com/BlueJay87476298/status/1918791496112693356)  2025-05-03T22:15Z 16.9K followers, 25.3K engagements


"$INTC $MP $LAC $TMQ   $NMG $NVX $MTRN $ELBM  $SCCO $HBM $FCX $IE $ERO $TGB  $ALB $SQM $SGML $RIO $IONR $ATLX  $USAR $IDR $CRML $TMRC $UAMY $NB $AREC $PPTA $TMC $UUUU $IPX  $CCJ $LEU $UUUU $UEC $AEC $UROY $URG $DNN $ISOU $NXE $EU"  
[X Link](https://x.com/anyuser/status/1977522344576127441)  2025-10-12T23:50Z 16.9K followers, 34.2K engagements


"Fordow  [----] [----] [--] 17"  
[X Link](https://x.com/BlueJay87476298/status/1936691003391631631)  2025-06-22T07:41Z 16.9K followers, 152.1K engagements


"# # [--------]  Memo - GB200 CP 3Q10M11M - 45"  
[X Link](https://x.com/BlueJay87476298/status/1801494946538729511)  2024-06-14T06:00Z 16.9K followers, 32.6K engagements


"J 2025/1/31 😅. AI DS"  
[X Link](https://x.com/anyuser/status/1885302826504773817)  2025-01-31T12:23Z 16.9K followers, 28.7K engagements


"$TSLA 40%-50% Ron Baron $TSLA $TSLA"  
[X Link](https://x.com/anyuser/status/1899761016961204252)  2025-03-12T09:54Z 16.9K followers, 52.3K engagements


"$JPM DeepSeek - [--] AI [--] hyperscalers AI  AI [----]  LLM AI  [----] [----]  $MSFT/ $META $JPM 2026"  
[X Link](https://x.com/anyuser/status/1888435777983688788)  2025-02-09T03:52Z 16.9K followers, 42K engagements


"#COMPUTEX2024 Wiwynn $META  - - - IT -"  
[X Link](https://x.com/anyuser/status/1798694289452810319)  2024-06-06T12:31Z 16.9K followers, [----] engagements


"By DeepSeek R-1 app storeApp 🫠   game changer () care DeepSeek  NVIDIATSMC 10%  AI    X FB 🫠 DeepSeek [--]. DeepSeek [--]. DeepSeek [--]. NVDA  TikTok  forward PE AI NVIDIAGPU ( AIMSFTGOOGAMZNMETATSLA GPU2025DeepSeek DeepSeek( #Moboo"  
[X Link](https://x.com/BlueJay87476298/status/1883843190031339850)  2025-01-27T11:43Z 16.9K followers, 28.7K engagements


"3 individuals including a 2-year-old boy died after their Huawei AITO M7 was involved in an accident & caught fire in China's Shanxi Province on April [--]. M7 [--] AEB"  
[X Link](https://x.com/anyuser/status/1784522756429939006)  2024-04-28T09:59Z 16.9K followers, 1.1M engagements


"Ingraham Elon Musk Elon Musk Elon Musk"  
[X Link](https://x.com/BlueJay87476298/status/1931109954112643145)  2025-06-06T22:04Z 16.8K followers, 29.1K engagements


"# --24.12.14 **ASICMerchant GPU(GPU)ASIC *GoogleTPUASIC * *ASICASIC *Merchant GPUASIC **Wi-Fi1015%"  
[X Link](https://x.com/anyuser/status/1868434516706255167)  2024-12-15T23:14Z 16.9K followers, 26.2K engagements


"$TSLA Optimus 😁"  
[X Link](https://x.com/anyuser/status/1947122243966009554)  2025-07-21T02:31Z 16.9K followers, 23.3K engagements


"# # (1) L2A (2) L2L (1) L2A 👇"  
[X Link](https://x.com/BlueJay87476298/status/1802504913458811348)  2024-06-17T00:53Z 16.9K followers, 11.6K engagements


"# # # # AMDAMR-24.04.10 *QA: CSP = CSP= =Socionext CSP=META"  
[X Link](https://x.com/anyuser/status/1778316476921131140)  2024-04-11T06:57Z 16.9K followers, 19.1K engagements


"By  DeepSeekX Eric Schmidt 2-3 Nvidia [--] [----] 201921100GPU NvidiaA100 [----] 2021A100 2025Alexandr Wang5H100 H100315 A100 [---]  B738B738MAX  DeepSeek558"  
[X Link](https://x.com/anyuser/status/1883714614665597230)  2025-01-27T03:12Z 16.9K followers, 19.1K engagements


"Elon Musk Elon Musk  Optimus5 $TSLA AI5 Colossus II [--] $TSLA AI/Optimus/"  
[X Link](https://x.com/anyuser/status/1967880687589220357)  2025-09-16T09:18Z 16.9K followers, 16.9K engagements


"28323330 100% [--] Currency Swap6%Currency Swap 6.67%5.54%"  
[X Link](https://x.com/anyuser/status/1919241622380052912)  2025-05-05T04:03Z 16.9K followers, 19.2K engagements


"#AI $NVDA Jensen Huang Computing revolution is Al revolution. Taiwan is right in the middle of that. We must celebrate that. I am a very good ambassador of Taiwan Because I understand how vital Taiwan is in this revolution"  
[X Link](https://x.com/anyuser/status/1771441521776316562)  2024-03-23T07:39Z 16.9K followers, 11.3K engagements


"Mark Minervini S&P [---] thrust signal SPY  Nasdaq NYSE S&P [---] Nasdaq Nasdaq 2% [----] [--]  AI  Ed Yardeni The Economist [--] 20"  
[X Link](https://x.com/anyuser/status/1915896943869628661)  2025-04-25T22:33Z 16.9K followers, 22.3K engagements


"INCREDIBLE SHOHEI OHTANI 103"  
[X Link](https://x.com/anyuser/status/1979396831500210649)  2025-10-18T03:59Z 16.9K followers, 10.2K engagements


"$NVDA 910C  H100 60% 7%"  
[X Link](https://x.com/BlueJay87476298/status/1914657221939748941)  2025-04-22T12:27Z 16.9K followers, 30.5K engagements


"- DeepSeek AI - DeepSeekNPUAI PCNPUGPUCPUGPUAI PC"  
[X Link](https://x.com/BlueJay87476298/status/1885957015719346598)  2025-02-02T07:42Z 16.9K followers, 20.7K engagements


"$AAPL iPhone [--] Pro $TSM $ASML $ASM $KLAC $LRCX $AMAT $AVGO $TXN $CRUS $QCOM $BOSCH $STMPA $NXPI $SKWKS $QRVO"  
[X Link](https://x.com/anyuser/status/1848507685786030411)  2024-10-21T23:32Z 16.9K followers, 23.3K engagements


"#AI COMPUTEX"  
[X Link](https://x.com/BlueJay87476298/status/1797066835885727864)  2024-06-02T00:44Z 16.8K followers, 12.4K engagements


"😱 Jim Cramer Larry Williams $TSLA [----] $500"  
[X Link](https://x.com/anyuser/status/1900056676931428455)  2025-03-13T05:29Z 16.9K followers, 44.1K engagements


"CNBC  $NVDA H20  Jensen Huang $NVDA H20"  
[X Link](https://x.com/BlueJay87476298/status/1910098356212568433)  2025-04-09T22:31Z 16.9K followers, 16K engagements


"😮💨 Harrison Bader"  
[X Link](https://x.com/anyuser/status/1964548841732264183)  2025-09-07T04:38Z 16.9K followers, 104.4K engagements


"$PLTR - $PLTR $PLTR Ontology () OS - $PLTR AI agent AI $PLTR - - $PLTR Ontology () - $PLTR Ontology () - $PLTR Ontology - $PLTR - AI - AI agent AI . $PLTR Ontology $PLTR valuation makes ZERO sense But then why do institutions keep buying it What do they know that you don't I work in BIG DATA analytics and let me share the secrets of Palantir in the most basic way Palantir has monopoly on Automated Governance serving as the ultimate https://t.co/XGLRmO7rq8 $PLTR valuation makes ZERO sense But then why do institutions keep buying it What do they know that you don't I work in BIG DATA analytics"  
[X Link](https://x.com/anyuser/status/1867874035717337505)  2024-12-14T10:07Z 16.9K followers, 18.2K engagements


"$PLTR valuation makes ZERO sense But then why do institutions keep buying it What do they know that you don't I work in BIG DATA analytics and let me share the secrets of Palantir in the most basic way Palantir has monopoly on Automated Governance serving as the ultimate Operating System for Data and Global Decision-Making. The world is starting to see the massive benefits of AI agents developed on the Palantir platform which boost efficiency drive higher earnings and outpace the competition. Over time Palantir will reign supreme among AI agents with all other AI entities eventually"  
[X Link](https://x.com/anyuser/status/1865528274262405177)  2024-12-07T22:46Z 54K followers, 12.2M engagements


"Jerome Powell 😛 FED  [--] [--] Jerome Powell [--] Jerome Powell [--] Jerome Powell Jerome Powell Jerome Powell 😛"  
[X Link](https://x.com/anyuser/status/1948514924382097883)  2025-07-24T22:45Z 16.9K followers, 30.7K engagements


"Anduril Palmer Luckey Prompt Engineering ChatGPT Prompt - Prompt Engineering - ChatGPT - ChatGPT - - ChatGPT"  
[X Link](https://x.com/anyuser/status/1981328875486662695)  2025-10-23T11:56Z 16.9K followers, 22.5K engagements


"$NVDA Jensen Huang"  
[X Link](https://x.com/BlueJay87476298/status/1914255333993906258)  2025-04-21T09:50Z 16.9K followers, 17.4K engagements


"Broadcom  . #Broadcom #Manish #Mehta VP of optical systems division AI #Nvidia #NVLink #AMD #Infinity #Fabric #900GB/sec [--] [--]  #SerDes 200Gbps"What good is going fast if you can't get past the next rack" Broadcom Broadcom opticsNvidia #NVL72  120kW 140kW"  
[X Link](https://x.com/anyuser/status/1870299382064795843)  2024-12-21T02:44Z 16.9K followers, 17.6K engagements


"20241217 memo #NVDA roadmap update - GB300VR200 - GB200 amphenol 1Q25 4k2Q 6k rack50kNVB200GB200 - GB300GB2008Hi- 12Hi HBM 192-288GBCX7-8Socket GPUbiancaGPU+CPU+CX7reference designCPU IntelCX7Astera labs/AVGO - GB300 compute tray: - NVQDbianca module 4UQD12QDQD - Power: BBU1 rack4 trayMSFT/OracleBBUAWS/Google/Meta - Content value: 140kw rack power supply content $14kshelf 3-3.5k4BBU1w$BBU3/5/8kw - (musashi)EDLC - NVL listtrading - Power shelfDelta/Liteon/Flex"  
[X Link](https://x.com/anyuser/status/1869312160939302944)  2024-12-18T09:22Z 16.9K followers, 23.5K engagements


"$TSLA Giga Texas Tesla 🤣 50000"  
[X Link](https://x.com/BlueJay87476298/status/1911713930684322065)  2025-04-14T09:31Z 16.9K followers, 21.7K engagements


"Jerome Powell25 [------] FED  Jerome 100"  
[X Link](https://x.com/anyuser/status/1968451171229778405)  2025-09-17T23:05Z 16.9K followers, 22.8K engagements


"30 $INTC - $INTC $TSM - $NVDA $TSM $NVDA - $TSM $NVDA $NVDA"  
[X Link](https://x.com/anyuser/status/1787506892912378081)  2024-05-06T15:37Z 16.9K followers, [----] engagements


"$NVDA $SMCI DEVELOPING: Chinese entrepreneur boasts receipt of [---] NVIDIA H200 GPUs in Beijing despite US export ban explains how he circumvents export ban 🧵 https://t.co/lSmieIfSnW DEVELOPING: Chinese entrepreneur boasts receipt of [---] NVIDIA H200 GPUs in Beijing despite US export ban explains how he circumvents export ban 🧵 https://t.co/lSmieIfSnW"  
[X Link](https://x.com/BlueJay87476298/status/1884403994900193598)  2025-01-29T00:51Z 16.9K followers, 41.1K engagements


"DEVELOPING: Chinese entrepreneur boasts receipt of [---] NVIDIA H200 GPUs in Beijing despite US export ban explains how he circumvents export ban 🧵"  
[X Link](https://x.com/anyuser/status/1883982580879663368)  2025-01-27T20:57Z 51.7K followers, 523K engagements


"$TSLA Lutnick - 85%15%"  
[X Link](https://x.com/anyuser/status/1917362763527249981)  2025-04-29T23:38Z 16.9K followers, 12.7K engagements


"# #  GB200 - GB200 CCL - GB200 CCL -"  
[X Link](https://x.com/BlueJay87476298/status/1774580771275370834)  2024-03-31T23:33Z 16.9K followers, 12.4K engagements


"😱 Elon Musk Grok Figure + OpenAI #AI  OpenAI  Figure OpenAI + Figure conversations with humans on end-to-end neural networks: OpenAI is providing visual reasoning & language understanding Figure's neural networks are delivering fast low level dexterous robot actions (thread below) https://t.co/trOV2xBoax OpenAI + Figure conversations with humans on end-to-end neural networks: OpenAI is providing visual reasoning & language understanding Figure's neural networks are delivering fast low level dexterous robot actions (thread below) https://t.co/trOV2xBoax"  
[X Link](https://x.com/anyuser/status/1767936280007237684)  2024-03-13T15:30Z 16.9K followers, 16K engagements


"OpenAI + Figure conversations with humans on end-to-end neural networks: OpenAI is providing visual reasoning & language understanding Figure's neural networks are delivering fast low level dexterous robot actions (thread below)"  
[X Link](https://x.com/anyuser/status/1767913955295744449)  2024-03-13T14:01Z 333.4K followers, 1.9M engagements


"75%  30% [----] 32"  
[X Link](https://x.com/BlueJay87476298/status/1927862091299348498)  2025-05-28T22:58Z 16.9K followers, 10K engagements


"🤣 [--]  Leonard LeoLeonard Leo"  
[X Link](https://x.com/BlueJay87476298/status/1928251830850703460)  2025-05-30T00:47Z 16.9K followers, 15.2K engagements


"HBM DRAM  [------] (1) HBM3E [--] alpha/1beta 16GB DDR5 4800-6400Mbps DDR5 DDR4"  
[X Link](https://x.com/anyuser/status/1802846162434822521)  2024-06-17T23:29Z 16.9K followers, 14.2K engagements


"J 2024/9/1 . AI"  
[X Link](https://x.com/BlueJay87476298/status/1830116098269987169)  2024-09-01T05:30Z 16.9K followers, 20.2K engagements


"$NVDA $NVDA - - $NVDA - $NVDA - $NVDA $NVDA - - $NVDA - $NVDA - $NVDA"  
[X Link](https://x.com/anyuser/status/1884899393809387650)  2025-01-30T09:40Z 16.9K followers, 38.4K engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing