[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @DDBlakeFischer Blake Fischer Blake Fischer posts on X about $adi, $txn, $nxpi, $goog the most. They currently have XXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::120658221/interactions)  - X Week XXXXX +37% - X Month XXXXXX +1,020% - X Months XXXXXX +248% - X Year XXXXXX +5,523% ### Mentions: X [#](/creator/twitter::120658221/posts_active)  - X Week XX +21% - X Month XX +373% - X Months XX +265% - X Year XXX +2,320% ### Followers: XXXXX [#](/creator/twitter::120658221/followers)  - X Week XXXXX +0.56% - X Month XXXXX +0.70% - X Months XXXXX +1.30% - X Year XXXXX -X% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::120658221/influencer_rank)  ### Social Influence [#](/creator/twitter::120658221/influence) --- **Social category influence** [stocks](/list/stocks) XXXXX% [technology brands](/list/technology-brands) XXXXX% [finance](/list/finance) XXXX% [automotive brands](/list/automotive-brands) XXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [countries](/list/countries) XXXX% **Social topic influence** [$adi](/topic/$adi) 9.23%, [$txn](/topic/$txn) 9.23%, [$nxpi](/topic/$nxpi) 9.23%, [$goog](/topic/$goog) 7.69%, [$ifnny](/topic/$ifnny) 7.69%, [goog](/topic/goog) 6.15%, [$stm](/topic/$stm) 6.15%, [$ttd](/topic/$ttd) 4.62%, [$417m](/topic/$417m) 4.62%, [$115b](/topic/$115b) XXXX% **Top accounts mentioned or mentioned by** [@rihardjarc](/creator/undefined) [@hermesinvest1](/creator/undefined) [@saynototrading](/creator/undefined) [@brubarian](/creator/undefined) [@johnhuber72](/creator/undefined) [@kobeissiletter](/creator/undefined) [@invest091](/creator/undefined) [@shivamkashan](/creator/undefined) [@compoundingcap1](/creator/undefined) [@quantkurtis](/creator/undefined) [@biancoresearch](/creator/undefined) [@stocksavvyshay](/creator/undefined) [@stockmarketnerd](/creator/undefined) [@theallinpod](/creator/undefined) [@revcap](/creator/undefined) [@barchart](/creator/undefined) [@borrowedideas](/creator/undefined) [@mplycap](/creator/undefined) [@peterschiff](/creator/undefined) [@cnbc](/creator/undefined) **Top assets mentioned** [Aditus (ADI)](/topic/$adi) [Texas Instruments (TXN)](/topic/$txn) [NXP Semiconductors NV (NXPI)](/topic/$nxpi) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Streamity (STM)](/topic/$stm) [Trade Desk, Inc. (TTD)](/topic/$ttd) [Metadium (META)](/topic/$meta) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Advanced Micro Devices (AMD)](/topic/$amd) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Accenture (ACN)](/topic/accenture) [Booz Allen Hamilton Holding, Corp. (BAH)](/topic/$bah) [Oracle Corporation (ORCL)](/topic/$orcl) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Microsoft Corp. (MSFT)](/topic/$msft) [Analog Devices, Inc. (ADI)](/topic/analog-devices) [SPDR GOLD ETF (GLD)](/topic/$gld) [Apple, Inc. (AAPL)](/topic/$aapl) [Tesla, Inc. (TSLA)](/topic/$tsla) [Spacemesh (SMH)](/topic/$smh) [Intel Corporation (INTC)](/topic/$intc) [MercadoLibre Inc (MELI)](/topic/$meli) ### Top Social Posts [#](/creator/twitter::120658221/posts) --- Top posts by engagements in the last XX hours "@SayNoToTrading How do you think about their business model enduring as autonomous driving evolves Waymo data reports XX% less accidents. Ive often admired Coparts business but cant shake that its just a matter of time until their supply (and demand) is halved and then halved again" [X Link](https://x.com/DDBlakeFischer/status/1972708337709097036) [@DDBlakeFischer](/creator/x/DDBlakeFischer) 2025-09-29T17:01Z 1444 followers, XXX engagements "@brubarian This issue/view in particular is more relevant to Accenture but I am generally constructive on consulting and key contractors like $BAH to bring expertise where it is awfully absent. I share your view DOGE is short-lived & we are primed to grow spend in defense intel cyber 2/" [X Link](https://x.com/DDBlakeFischer/status/1978932037357650027) [@DDBlakeFischer](/creator/x/DDBlakeFischer) 2025-10-16T21:12Z 1442 followers, XX engagements "@StockSavvyShay Why would anyone own The Trade Desk when you can own the walled gardens Jeff Green complains about on every earnings call $TTD TTM Net Income: $417M TTM PE: XX XX PE: XX $GOOG TTM Net Income: $115B TTM PE: XX XX PE: XX $META TTM Net Income: $71B TTM PE: XX XX PE: 22" [X Link](https://x.com/DDBlakeFischer/status/1976115154879381877) [@DDBlakeFischer](/creator/x/DDBlakeFischer) 2025-10-09T02:39Z 1444 followers, XXX engagements "@KobeissiLetter I think the whole industry right now is trying to really adapt to the amount of demand for AI services that we see coming over the next couple of years $AMD $NVDA $OPENAI $AVGO This is direct demand for cloud compute $AMZN $MSFT $GOOG $ORCL" [X Link](https://x.com/DDBlakeFischer/status/1975308509282771164) [@DDBlakeFischer](/creator/x/DDBlakeFischer) 2025-10-06T21:13Z 1444 followers, XX engagements "The most investable in my opinion is Analog Devices Their margins are best in class and $ADI consistently employs capital into accretive acquisitions. They outsource fabrication to $TSM to double down on design innovation This mirrors fabless logic designers like $NVDA & $AMD" [X Link](https://x.com/DDBlakeFischer/status/1977480716171747382) [@DDBlakeFischer](/creator/x/DDBlakeFischer) 2025-10-12T21:05Z 1444 followers, XX engagements "@brubarian Btw just got off another call with FINRA after having some online account issues and am once again amazed by how poor everything operates. I was also a consultant in years back and know its not much better in the private sector. 1/" [X Link](https://x.com/DDBlakeFischer/status/1978930547947712790) [@DDBlakeFischer](/creator/x/DDBlakeFischer) 2025-10-16T21:06Z 1443 followers, XX engagements "Texas Instruments is the broadest and most diverse producer of analog with over 80000 designs. TXN prioritizes internal fabrication producing nearly all of its chips so CAPEX is by far the highest. CAPEX as % of revenue: $TXN: XX% $STM: XX% $IFNNY: XX% $NXPI: X% $ADI: 5%" [X Link](https://x.com/DDBlakeFischer/status/1977468366387589599) [@DDBlakeFischer](/creator/x/DDBlakeFischer) 2025-10-12T20:16Z 1444 followers, XXX engagements "@Barchart Gold charts of all time periods are starting to look identical 1Y 10Y 25Y charts of Gold: $GLD $IAU" [X Link](https://x.com/DDBlakeFischer/status/1978532551041155279) [@DDBlakeFischer](/creator/x/DDBlakeFischer) 2025-10-15T18:44Z 1443 followers, XXX engagements "$STM is the least investable. Capex heavy low margins too dependent on $AAPL $NXPI & $IFNNY are interesting. Revenues are concentrated to automotive but each are key players in EVs & AVs like $TSLA robotaxi and $GOOG Waymo which will dominate transportation eventually" [X Link](https://x.com/DDBlakeFischer/status/1977488414447640838) [@DDBlakeFischer](/creator/x/DDBlakeFischer) 2025-10-12T21:35Z 1444 followers, XXX engagements "Largest analog producers by revenue: $IFNNY $17B $TXN $16B $STM $12B $NXPI $12B $ADI $10B But not all revenues are created equal. Ranked by operating profit adjusted for amortization: $TXN: $6B $ADI: $4B $IFNNY: $3.5B $NXPI: $3B $STM: $1B TXN & ADI lead" [X Link](https://x.com/DDBlakeFischer/status/1977465651855065136) [@DDBlakeFischer](/creator/x/DDBlakeFischer) 2025-10-12T20:05Z 1444 followers, XX engagements "@borrowed_ideas Jarc is right to point out that the useful life may be compressing as product cycles quicken - and even more so in a world of limited power. Will be paying attention to these developments at AWS and their peers. Thanks for sharing I enjoyed the read very much" [X Link](https://x.com/DDBlakeFischer/status/1978677451170415011) [@DDBlakeFischer](/creator/x/DDBlakeFischer) 2025-10-16T04:20Z 1443 followers, XX engagements "Why would anyone own The Trade Desk when you can own the walled gardens Jeff Green complains about on every earnings call $TTD TTM Net Income: $417M TTM PE: XX XX PE: XX $GOOG TTM Net Income: $115B TTM PE: XX XX PE: XX $META TTM Net Income: $71B TTM PE: XX XX PE: 22" [X Link](https://x.com/DDBlakeFischer/status/1976044096910393411) [@DDBlakeFischer](/creator/x/DDBlakeFischer) 2025-10-08T21:56Z 1444 followers, XXX engagements "Texas Instruments is probably second. $TXN has the most diverse revenue base of analog products embedded into 80000+ industrial & automotive components with long life cycles typical to analog. Their scale & diversity make TXN the least cyclical and a cost leader w high margins" [X Link](https://x.com/DDBlakeFischer/status/1977484109661581407) [@DDBlakeFischer](/creator/x/DDBlakeFischer) 2025-10-12T21:18Z 1444 followers, XXX engagements "@mply_cap Very impressive portfolio for someone so young. Withstand the volatility and these businesses will compound favorably. I own a few names here including X of the top 3" [X Link](https://x.com/DDBlakeFischer/status/1979006691753521203) [@DDBlakeFischer](/creator/x/DDBlakeFischer) 2025-10-17T02:08Z 1443 followers, XXX engagements "$NXPI has higher margins + more stable revenues than $IFNNY. Its markets are mature & less cyclical Infineon is more cyclical but growing faster. Its products are more commoditized and capex-heavy but the markets it serves (EVs industrial renewables) are expanding rapidly" [X Link](https://x.com/DDBlakeFischer/status/1977491003184717903) [@DDBlakeFischer](/creator/x/DDBlakeFischer) 2025-10-12T21:46Z 1443 followers, XX engagements "Analog has not been primarily dependent on Moores Law around 3/4 of analog chips are produced on 180nm or larger nodes. - Chris Miller Chip War Vs 3nm for modern logic chips Capex XX% lower than logic chips Analog has superior economics. $TXN $ADI $SMH $TSM $INTC" [X Link](https://x.com/DDBlakeFischer/status/1977458725507174797) [@DDBlakeFischer](/creator/x/DDBlakeFischer) 2025-10-12T19:37Z 1444 followers, XXX engagements "3-5 Year Estimated Revenue CAGR: $ADI: 10-14% $TXN: 7-11% $IFNNY: 6-13% $STM: 5-9% $NXPI: 5-7% But remember margins vary significantly so ADI & TXN turn much more of this revenue into earnings than STM & Infineon" [X Link](https://x.com/DDBlakeFischer/status/1977476187850150280) [@DDBlakeFischer](/creator/x/DDBlakeFischer) 2025-10-12T20:47Z 1443 followers, XX engagements "@JerryCap $MELI" [X Link](https://x.com/DDBlakeFischer/status/1978914513878471149) [@DDBlakeFischer](/creator/x/DDBlakeFischer) 2025-10-16T20:02Z 1443 followers, XXX engagements "Designers like $ADI & $NXPI employ a hybrid model fabricating some but not all product in-house. Both designers use $TSM and TSMC-led joint ventures in Japan and Europe. NXP also has foundry partners in Singapore and China. Both spend significantly more on R&D than $TXN" [X Link](https://x.com/DDBlakeFischer/status/1977471121856578022) [@DDBlakeFischer](/creator/x/DDBlakeFischer) 2025-10-12T20:27Z 1443 followers, XX engagements "@brubarian Which comprises the majority of Booz Allen contracts. Seeing AI at X% of rev is impressive and a huge tailwind imo as I dont see any operational gains coming from AI without the likes of Deloitte Accenture Booz Allen SAIC Leidos etc" [X Link](https://x.com/DDBlakeFischer/status/1978934627923345679) [@DDBlakeFischer](/creator/x/DDBlakeFischer) 2025-10-16T21:22Z 1442 followers, XX engagements "@KobeissiLetter We need as much computing power as we can possibly get OpenAI President Greg Brockman $AMD $OPENAI $NVDA" [X Link](https://x.com/DDBlakeFischer/status/1975308144038531515) [@DDBlakeFischer](/creator/x/DDBlakeFischer) 2025-10-06T21:12Z 1444 followers, XX engagements "@thexcapitalist Why would anyone own The Trade Desk when you can own the walled gardens Jeff Green complains about on every earnings call $TTD TTM Net Income: $417M TTM PE: XX XX PE: XX $GOOG TTM Net Income: $115B TTM PE: XX XX PE: XX $META TTM Net Income: $71B TTM PE: XX XX PE: 22" [X Link](https://x.com/DDBlakeFischer/status/1976115212400067004) [@DDBlakeFischer](/creator/x/DDBlakeFischer) 2025-10-09T02:39Z 1444 followers, XXX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@DDBlakeFischer Blake Fischer
Blake Fischer posts on X about $adi, $txn, $nxpi, $goog the most. They currently have XXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.
Engagements: XXX #
- X Week XXXXX +37%
- X Month XXXXXX +1,020%
- X Months XXXXXX +248%
- X Year XXXXXX +5,523%
Mentions: X #
- X Week XX +21%
- X Month XX +373%
- X Months XX +265%
- X Year XXX +2,320%
Followers: XXXXX #
- X Week XXXXX +0.56%
- X Month XXXXX +0.70%
- X Months XXXXX +1.30%
- X Year XXXXX -X%
CreatorRank: XXXXXXXXX #
Social Influence #
Social category influence stocks XXXXX% technology brands XXXXX% finance XXXX% automotive brands XXXX% cryptocurrencies XXXX% countries XXXX%
Social topic influence $adi 9.23%, $txn 9.23%, $nxpi 9.23%, $goog 7.69%, $ifnny 7.69%, goog 6.15%, $stm 6.15%, $ttd 4.62%, $417m 4.62%, $115b XXXX%
Top accounts mentioned or mentioned by @rihardjarc @hermesinvest1 @saynototrading @brubarian @johnhuber72 @kobeissiletter @invest091 @shivamkashan @compoundingcap1 @quantkurtis @biancoresearch @stocksavvyshay @stockmarketnerd @theallinpod @revcap @barchart @borrowedideas @mplycap @peterschiff @cnbc
Top assets mentioned Aditus (ADI) Texas Instruments (TXN) NXP Semiconductors NV (NXPI) Alphabet Inc Class A (GOOGL) Streamity (STM) Trade Desk, Inc. (TTD) Metadium (META) NVIDIA Corp. (NVDA) Advanced Micro Devices (AMD) Taiwan Semiconductor (TSM) Accenture (ACN) Booz Allen Hamilton Holding, Corp. (BAH) Oracle Corporation (ORCL) Broadcom, Inc. (AVGO) Amazon.com, Inc. (AMZN) Microsoft Corp. (MSFT) Analog Devices, Inc. (ADI) SPDR GOLD ETF (GLD) Apple, Inc. (AAPL) Tesla, Inc. (TSLA) Spacemesh (SMH) Intel Corporation (INTC) MercadoLibre Inc (MELI)
Top Social Posts #
Top posts by engagements in the last XX hours
"@SayNoToTrading How do you think about their business model enduring as autonomous driving evolves Waymo data reports XX% less accidents. Ive often admired Coparts business but cant shake that its just a matter of time until their supply (and demand) is halved and then halved again"
X Link @DDBlakeFischer 2025-09-29T17:01Z 1444 followers, XXX engagements
"@brubarian This issue/view in particular is more relevant to Accenture but I am generally constructive on consulting and key contractors like $BAH to bring expertise where it is awfully absent. I share your view DOGE is short-lived & we are primed to grow spend in defense intel cyber 2/"
X Link @DDBlakeFischer 2025-10-16T21:12Z 1442 followers, XX engagements
"@StockSavvyShay Why would anyone own The Trade Desk when you can own the walled gardens Jeff Green complains about on every earnings call $TTD TTM Net Income: $417M TTM PE: XX XX PE: XX $GOOG TTM Net Income: $115B TTM PE: XX XX PE: XX $META TTM Net Income: $71B TTM PE: XX XX PE: 22"
X Link @DDBlakeFischer 2025-10-09T02:39Z 1444 followers, XXX engagements
"@KobeissiLetter I think the whole industry right now is trying to really adapt to the amount of demand for AI services that we see coming over the next couple of years $AMD $NVDA $OPENAI $AVGO This is direct demand for cloud compute $AMZN $MSFT $GOOG $ORCL"
X Link @DDBlakeFischer 2025-10-06T21:13Z 1444 followers, XX engagements
"The most investable in my opinion is Analog Devices Their margins are best in class and $ADI consistently employs capital into accretive acquisitions. They outsource fabrication to $TSM to double down on design innovation This mirrors fabless logic designers like $NVDA & $AMD"
X Link @DDBlakeFischer 2025-10-12T21:05Z 1444 followers, XX engagements
"@brubarian Btw just got off another call with FINRA after having some online account issues and am once again amazed by how poor everything operates. I was also a consultant in years back and know its not much better in the private sector. 1/"
X Link @DDBlakeFischer 2025-10-16T21:06Z 1443 followers, XX engagements
"Texas Instruments is the broadest and most diverse producer of analog with over 80000 designs. TXN prioritizes internal fabrication producing nearly all of its chips so CAPEX is by far the highest. CAPEX as % of revenue: $TXN: XX% $STM: XX% $IFNNY: XX% $NXPI: X% $ADI: 5%"
X Link @DDBlakeFischer 2025-10-12T20:16Z 1444 followers, XXX engagements
"@Barchart Gold charts of all time periods are starting to look identical 1Y 10Y 25Y charts of Gold: $GLD $IAU"
X Link @DDBlakeFischer 2025-10-15T18:44Z 1443 followers, XXX engagements
"$STM is the least investable. Capex heavy low margins too dependent on $AAPL $NXPI & $IFNNY are interesting. Revenues are concentrated to automotive but each are key players in EVs & AVs like $TSLA robotaxi and $GOOG Waymo which will dominate transportation eventually"
X Link @DDBlakeFischer 2025-10-12T21:35Z 1444 followers, XXX engagements
"Largest analog producers by revenue: $IFNNY $17B $TXN $16B $STM $12B $NXPI $12B $ADI $10B But not all revenues are created equal. Ranked by operating profit adjusted for amortization: $TXN: $6B $ADI: $4B $IFNNY: $3.5B $NXPI: $3B $STM: $1B TXN & ADI lead"
X Link @DDBlakeFischer 2025-10-12T20:05Z 1444 followers, XX engagements
"@borrowed_ideas Jarc is right to point out that the useful life may be compressing as product cycles quicken - and even more so in a world of limited power. Will be paying attention to these developments at AWS and their peers. Thanks for sharing I enjoyed the read very much"
X Link @DDBlakeFischer 2025-10-16T04:20Z 1443 followers, XX engagements
"Why would anyone own The Trade Desk when you can own the walled gardens Jeff Green complains about on every earnings call $TTD TTM Net Income: $417M TTM PE: XX XX PE: XX $GOOG TTM Net Income: $115B TTM PE: XX XX PE: XX $META TTM Net Income: $71B TTM PE: XX XX PE: 22"
X Link @DDBlakeFischer 2025-10-08T21:56Z 1444 followers, XXX engagements
"Texas Instruments is probably second. $TXN has the most diverse revenue base of analog products embedded into 80000+ industrial & automotive components with long life cycles typical to analog. Their scale & diversity make TXN the least cyclical and a cost leader w high margins"
X Link @DDBlakeFischer 2025-10-12T21:18Z 1444 followers, XXX engagements
"@mply_cap Very impressive portfolio for someone so young. Withstand the volatility and these businesses will compound favorably. I own a few names here including X of the top 3"
X Link @DDBlakeFischer 2025-10-17T02:08Z 1443 followers, XXX engagements
"$NXPI has higher margins + more stable revenues than $IFNNY. Its markets are mature & less cyclical Infineon is more cyclical but growing faster. Its products are more commoditized and capex-heavy but the markets it serves (EVs industrial renewables) are expanding rapidly"
X Link @DDBlakeFischer 2025-10-12T21:46Z 1443 followers, XX engagements
"Analog has not been primarily dependent on Moores Law around 3/4 of analog chips are produced on 180nm or larger nodes. - Chris Miller Chip War Vs 3nm for modern logic chips Capex XX% lower than logic chips Analog has superior economics. $TXN $ADI $SMH $TSM $INTC"
X Link @DDBlakeFischer 2025-10-12T19:37Z 1444 followers, XXX engagements
"3-5 Year Estimated Revenue CAGR: $ADI: 10-14% $TXN: 7-11% $IFNNY: 6-13% $STM: 5-9% $NXPI: 5-7% But remember margins vary significantly so ADI & TXN turn much more of this revenue into earnings than STM & Infineon"
X Link @DDBlakeFischer 2025-10-12T20:47Z 1443 followers, XX engagements
"@JerryCap $MELI"
X Link @DDBlakeFischer 2025-10-16T20:02Z 1443 followers, XXX engagements
"Designers like $ADI & $NXPI employ a hybrid model fabricating some but not all product in-house. Both designers use $TSM and TSMC-led joint ventures in Japan and Europe. NXP also has foundry partners in Singapore and China. Both spend significantly more on R&D than $TXN"
X Link @DDBlakeFischer 2025-10-12T20:27Z 1443 followers, XX engagements
"@brubarian Which comprises the majority of Booz Allen contracts. Seeing AI at X% of rev is impressive and a huge tailwind imo as I dont see any operational gains coming from AI without the likes of Deloitte Accenture Booz Allen SAIC Leidos etc"
X Link @DDBlakeFischer 2025-10-16T21:22Z 1442 followers, XX engagements
"@KobeissiLetter We need as much computing power as we can possibly get OpenAI President Greg Brockman $AMD $OPENAI $NVDA"
X Link @DDBlakeFischer 2025-10-06T21:12Z 1444 followers, XX engagements
"@thexcapitalist Why would anyone own The Trade Desk when you can own the walled gardens Jeff Green complains about on every earnings call $TTD TTM Net Income: $417M TTM PE: XX XX PE: XX $GOOG TTM Net Income: $115B TTM PE: XX XX PE: XX $META TTM Net Income: $71B TTM PE: XX XX PE: 22"
X Link @DDBlakeFischer 2025-10-09T02:39Z 1444 followers, XXX engagements