# ![@DrNHJ Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::108274765.png) @DrNHJ 루팡

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

### Engagements: [-----] [#](/creator/twitter::108274765/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::108274765/c:line/m:interactions.svg)

- [--] Week [------] +62%
- [--] Month [-------] +385%
- [--] Months [-------] +2,779%
- [--] Year [-------] +41,512%

### Mentions: [--] [#](/creator/twitter::108274765/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::108274765/c:line/m:posts_active.svg)

- [--] Week [---] +205%
- [--] Month [---] +138%
- [--] Months [---] +3,065%
- [--] Year [---] +482%

### Followers: [-----] [#](/creator/twitter::108274765/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::108274765/c:line/m:followers.svg)

- [--] Week [-----] +1.70%
- [--] Month [-----] +9.40%
- [--] Months [-----] +85%
- [--] Year [-----] +407%

### CreatorRank: [---------] [#](/creator/twitter::108274765/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::108274765/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  74.26% [technology brands](/list/technology-brands)  54.46% [finance](/list/finance)  12.87% [currencies](/list/currencies)  10.89% [cryptocurrencies](/list/cryptocurrencies)  6.93% [automotive brands](/list/automotive-brands)  2.97% [events](/list/events)  1.98% [financial services](/list/financial-services)  1.98% [travel destinations](/list/travel-destinations)  0.99% [celebrities](/list/celebrities)  0.99%

**Social topic influence**
[ai](/topic/ai) 36.63%, [samsung](/topic/samsung) #2043, [$mu](/topic/$mu) #66, [$nvda](/topic/$nvda) #1005, [nvda](/topic/nvda) #245, [ceo](/topic/ceo) #4243, [$be](/topic/$be) #22, [$sndk](/topic/$sndk) #36, [$nbis](/topic/$nbis) #166, [dram](/topic/dram) #109

**Top accounts mentioned or mentioned by**
[@jonahlupton](/creator/undefined) [@cathiedwood](/creator/undefined) [@arkinvest](/creator/undefined) [@tesla](/creator/undefined) [@plutuscosmos](/creator/undefined) [@minnus](/creator/undefined) [@bitcoinbutcher1](/creator/undefined) [@rwang07](/creator/undefined) [@jiahanjimliu](/creator/undefined)

**Top assets mentioned**
[Micron Technology, Inc. (MU)](/topic/$mu) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Bloom Energy Corporation (BE)](/topic/$be) [Sandisk Corporation (SNDK)](/topic/$sndk) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Iris Energy Limited (IREN)](/topic/$iren) [GE Vernova Inc. (GEV)](/topic/$gev) [TeraWulf Inc. (WULF)](/topic/$wulf) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [AppLovin Corporation (APP)](/topic/$app) [Lumentum Holdings Inc. Common Stock (LITE)](/topic/$lite) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Arista Networks Inc (ANET)](/topic/$anet) [Morgan Stanley (MS)](/topic/morgan-stanley) [Western Digital Corp (WDC)](/topic/$wdc) [Stacks (STX)](/topic/$stx) [Tesla, Inc. (TSLA)](/topic/tesla) [CoreWeave, Inc (CRWV)](/topic/$crwv) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Vertiv Holdings Co (VRT)](/topic/$vrt) [Planet Labs PBC (PL)](/topic/$pl) [Sei (SEI)](/topic/$sei) [aelf (ELF)](/topic/$elf) [Credo Technology Group Holding Ltd (CRDO)](/topic/$crdo) [TransMedics Group, Inc. Common Stock (TMDX)](/topic/$tmdx) [Web3War (FPS)](/topic/$fps) [Microsoft Corp. (MSFT)](/topic/microsoft) [Dell Technologies, Inc. (DELL)](/topic/dell) [Oracle Corporation (ORCL)](/topic/$orcl) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Goldman Sachs (GS)](/topic/goldman-sachs) [Teradyne, Inc. (TER)](/topic/$ter)
### Top Social Posts
Top posts by engagements in the last [--] hours

"ELF Beauty $ELF [---] [--] ( +14%)  : [--] [----] ( [--] [----] );  +38% (Adj. EPS): $1.24 ( $0.70 ) (Gross Margin): 71% (  [--] bps ) [----]  ( ) : [--]  [--] [----] ( [--] [----] ) (Adj. EPS): $3.05 $3.10 ( $2.87 ) EBITDA: [--] [----]  [--] [----]  : [--] [----]  [--] [----]  : 23%  : [----]  [--]  EBITDA: [--] [----] ( 25%);  +79%  (e.l.f. Cosmetics): +130 bps   : [--] [----]  : [--] [----]  (Commentary) " [--]  [--]    ." "       ." " [----]     ." $ELF Beauty Q326 Earnings Highlights 🔹 Revenue: $489.5M (Est. $455.82M) 🟢; +38% YoY 🔹 Adj. EPS: $1.24 (Est. $0.70) 🟢 🔹 Gross Margin: 71%; down [--] bps YoY FY Guide (Raised): 🔹 Revenue: $1.600B$1.612B (Est. $1.57B)"  
[X Link](https://x.com/DrNHJ/status/2019161213297713160)  2026-02-04T21:28Z [----] followers, [---] engagements


"MWC - NVIDIA $NVDA : [----] [--] [--] [--] (MWC Barcelona:      (Mobile World Congress)) MWC26-   AI : AI  (The AI Value Equation) AI : 5G  AI (Sovereign AI):    AI  (Autonomous Networks) Join us at #MWC26 for insights into the next era of AI for telecom. Learn about: ➡ Strategy: The AI Value Equation ➡ AI-Native Networks: 5G Revenue ➡ Sovereign AI ➡ Autonomous Networks Explore sessions: https://t.co/Glh3beqdEW https://t.co/6d47Y1OHej Join us at #MWC26 for insights into the next era of AI for telecom. Learn about: ➡ Strategy: The AI Value Equation ➡ AI-Native Networks: 5G Revenue ➡ Sovereign AI ➡"  
[X Link](https://x.com/DrNHJ/status/2020861657317359617)  2026-02-09T14:05Z [----] followers, [---] engagements


"Needham Credo Technology $CRDO '(Buy)'  [---] "CRDO [----] 3(F3Q26)  4(F4Q26) [----] (FY27)  . F3Q26  [--] [---] ($406MM)   [--] [----]  . CRDO F4Q26 FY27   (MSD %)   .  [----] (FY26)   200%  .   [----] [----]   [--] [--]  [--] [----] ($1.92BN) [--] ($2.30BN) . CRDO [----] (Top Pick) AEC(Active Electrical Cable)   AEC     . [--]  (Terminal P/E multiple) 11%  DCF()  [--]  [---] ." https://twitter.com/i/web/status/2021199396306817080 https://twitter.com/i/web/status/2021199396306817080"  
[X Link](https://x.com/DrNHJ/status/2021199396306817080)  2026-02-10T12:27Z [----] followers, [---] engagements


"$GEV $BE $WULF $CIFR $IREN $NBIS (Siemens Energy AG)           .    [--]  1/3  [---] ( [---] ) .      . https://www.bloomberg.com/news/articles/2026-02-11/siemens-energy-books-record-gas-turbine-orders-on-power-boomtaid=698c1f3db4aec00001b88824&utm_campaign=trueanthem&utm_content=business&utm_medium=social&utm_source=twitter https://www.bloomberg.com/news/articles/2026-02-11/siemens-energy-books-record-gas-turbine-orders-on-power-boomtaid=698c1f3db4aec00001b88824&utm_campaign=trueanthem&utm_content=business&utm_medium=social&utm_source=twitter"  
[X Link](https://x.com/DrNHJ/status/2021488312918343997)  2026-02-11T07:35Z [----] followers, [----] engagements


"-      :     . :  15% . :  [--]   [---] ( [---] )   . [--].   (USTR)      15%      .  [--]      20% 15%      . [--].  (20252029)  [--]   . : (LNG)  [---] :  [---]  :    [---] [--].   : TSMC [----]     AI   [----]  . :    [----]    . : AI      . [--].       26%  . ( 40%) ( 32%) 10% .        . https://www.reuters.com/business/aerospace-defense/us-taiwan-finalize-deal-cut-tariffs-boost-purchases-us-goods-2026-02-12/ https://www.reuters.com/business/aerospace-defense/us-taiwan-finalize-deal-cut-tariffs-boost-purchases-us-goods-2026-02-12/"  
[X Link](https://x.com/DrNHJ/status/2022132002359849380)  2026-02-13T02:13Z [----] followers, [---] engagements


"@JonahLupton $APP AppLovin is pulling a repeat of last year. Strong earnings AH dump then a moon mission at the open. 🚀"  
[X Link](https://x.com/DrNHJ/status/2021703681696321890)  2026-02-11T21:51Z [----] followers, [----] engagements


"https://www.ft.com/content/f2eff736-12de-4c33-9826-847d2fdf8be3 https://www.ft.com/content/f2eff736-12de-4c33-9826-847d2fdf8be3"  
[X Link](https://x.com/DrNHJ/status/2022176184377942307)  2026-02-13T05:09Z [----] followers, [----] engagements


". AI   $NVDA (Nvidia)   (Hon Hai Precision Industry Co.)  AI      . [--].   : [---]  ( [---] ) - [--]  :  22%  :  [---]   ' ' . [--].   AI  :  AI      .   :     AI     . https://www.bloomberg.com/news/articles/2026-01-05/nvidia-partner-hon-hai-s-sales-beat-estimates-in-an-ai-boomtaid=695b79ebc49fe6000141eb01&utm_campaign=trueanthem&utm_content=business&utm_medium=social&utm_source=twitter https://www.bloomberg.com/news/articles/2026-01-05/nvidia-partner-hon-hai-s-sales-beat-estimates-in-an-ai-boomtaid=695b79ebc49fe6000141eb01&utm_campaign=trueanthem&utm_content=business&utm_medium=social&utm_source=twitter"  
[X Link](https://x.com/DrNHJ/status/2008097786181587047)  2026-01-05T08:46Z [----] followers, [----] engagements


"(Infineon): [----] [--] [--]       (AI)          IC   .    (Fab capacity)    .     .      .       .      .       IC     .  [----] [--] [--] .     [--] [--]   (backlog)  .         .   .          .     .  (Andreas Urschitz)    (CMO) Infineon Infineon https://t.co/BOoIdTPk8x Infineon Infineon https://t.co/BOoIdTPk8x"  
[X Link](https://x.com/DrNHJ/status/2019305325107769477)  2026-02-05T07:01Z [----] followers, [----] engagements


"📮 //  (295310) Not Rated 4Q25 Review:  2026.2.13() (Report) - 4Q25  38( YoY) (23) -    157(+69.7% YoY) 67.0% -      16.4% - [----]  1061(+59.4% YoY) 178(+110.9% YoY) - [--]      [----]    https://tinyurl.com/4wmwhjer https://tinyurl.com/4wmwhjer"  
[X Link](https://x.com/DrNHJ/status/2022218324785217738)  2026-02-13T07:56Z [----] followers, [---] engagements


"OCS ENHANCE FDA  $TMDX (TransMedics)  OCS Heart ENHANCE   (FDA)  (Full and Unconditional IDE Approval) .   " "      . [--]. (ENHANCE Trial)     [---]      . Part A: OCS      . Part B:   (Static Cold Storage)  OCS  (Superiority) . [--].   : [--]   (DBD)   . :         . : [----] [--] (DENOVO)        .        (TransMedics Group Inc. Nasdaq: TMDX) FDA OCS ENHANCE   (IDE)  .  [--] OCS DENOVO  [----] [--]   .   ENHANCE  . Part A OCS    . Part B   OCS   .  [--]   DBD   .  [---]       .  (Waleed Hassanein) ( CEO): " (ENHANCE) (DENOVO)  FDA     .  [--] OCS         .        [----]      .""  
[X Link](https://x.com/DrNHJ/status/2020849307994468743)  2026-02-09T13:16Z [----] followers, [----] engagements


"(Cathie Wood) "ARK Invest    [--]  .  1(First Principles)     (Optimus) [----] [----]     ."  (Elon Musk) $TSLA "2027  [----]   [----]  ." @CathieDWood @ARKInvest @Tesla It will begin to transform things in [----] be obvious in [----] and have a massive impact by [----] @CathieDWood @ARKInvest @Tesla It will begin to transform things in [----] be obvious in [----] and have a massive impact by 2029"  
[X Link](https://x.com/DrNHJ/status/2022856772596518921)  2026-02-15T02:13Z [----] followers, [---] engagements


"(Forgent Power Solutions Inc.)  (IPO) $FPS $IREN $NBIS $CRWV $GEV $BE      (IPO)  [--] [----]  . (SEC)      [----]  [--] [--]  .   [--]       [--] ( [--] [----] )  . :       . ( ) :  https://www.bloomberg.com/news/articles/2026-01-26/electrical-equipment-maker-forgent-seeks-1-62-billion-in-us-ipotaid=697765177a834d0001d1c3fa&utm_campaign=trueanthem&utm_content=business&utm_medium=social&utm_source=twitter"  
[X Link](https://x.com/DrNHJ/status/2015780193617785124)  2026-01-26T13:33Z [----] followers, [---] engagements


"$BE  (Overweight)  [---] [---] "   . [----] [--]   (Earnings Beat)  [---] . [----]     50%    ." https://twitter.com/i/web/status/2020483065068564686 https://twitter.com/i/web/status/2020483065068564686"  
[X Link](https://x.com/DrNHJ/status/2020483065068564686)  2026-02-08T13:01Z [----] followers, [----] engagements


"CPI [--] -CPI (YoY): 2.4% ( 2.5% 2.7%) - CPI (MoM): 0.2% ( 0.3% 0.3%) - (Core) CPI (YoY) (  ): 2.5% ( 2.5% 2.6%) - (Core) CPI (MoM) (  ): 0.3% ( 0.3% 0.2%) -  ( ): +0.5% ( -0.3%) - CPI : [-------] ( [-------] 324.054)"  
[X Link](https://x.com/DrNHJ/status/2022303345709605343)  2026-02-13T13:34Z [----] followers, [---] engagements


"Phison CEO- AI    $MU $SNDK Samsung SK hynix [--]. AI : "   "    AI    .  :  PC( ) (20+) (20) AI ( 34). :  AI  ' '. :        . [--].  : "DRAM  "  '  '   . DRAM:  [--] DRAM   [--]  .      ' ' . Flash(): (Rubin)  : AI ''  SSD  . GPU : (Rubin)  GPU [--] TB SSD .  :   DRAM        . [--].    :   30% .   ''  . :  ()  '3 '   .  :         . [--]. :      . /AI :     . (/TV/PC):  20%   .    ' ' . [----]     . [--].  : "   "  ' '  CEO  . :    (AI/)     .  : [----]       . :  35%  1020%  . [--]. Phison : " "   ' ' . :  ' (CAPEX )'    '(R&D )'. : /      SSD  . HAI (Hybrid AI) PC: DRAM    AI PC  . : R&D 50%    ' '  . [--]. [--------]  "     "  
[X Link](https://x.com/DrNHJ/status/2022512688581181729)  2026-02-14T03:26Z [----] followers, [----] engagements


"$NVDA " (Codex)    " Codex weekly users have more than tripled since the beginning of the year Codex weekly users have more than tripled since the beginning of the year"  
[X Link](https://x.com/DrNHJ/status/2023238702210646345)  2026-02-16T03:31Z [----] followers, [----] engagements


"AI    $PLTR $NVDA (Palantir Technologies) (Nvidia)   (CenterPoint Energy)  (AI)      . ' (Chain Reaction)'       AI        .   ' ' AI   .      .  (Lowe's)      AI  .            .  TSMC        .       .  AI  (Justin Boitano) "  " " (rack-scale)     " . AI         .         AI      .    (Tristan Gruska) "              " . https://www.reuters.com/technology/palantir-teams-with-nvidia-centerpoint-energy-software-speed-up-ai-data-center-2025-12-04/ https://www.reuters.com/technology/palantir-teams-with-nvidia-centerpoint-energy-software-speed-up-ai-data-center-2025-12-04/"  
[X Link](https://x.com/DrNHJ/status/1996536332345282833)  2025-12-04T11:05Z [----] followers, [---] engagements


"(Shizen Energy)   $GOOGL (Alphabet Inc.)         .   ' (Shizen Energy Inc.)'   (Kedah)  30(MW)   .      [----]   . https://www.bloomberg.com/news/articles/2025-12-15/google-signs-solar-power-pact-in-malaysia-with-shizen-energy https://www.bloomberg.com/news/articles/2025-12-15/google-signs-solar-power-pact-in-malaysia-with-shizen-energy"  
[X Link](https://x.com/DrNHJ/status/2000410891674857620)  2025-12-15T03:41Z [----] followers, [----] engagements


"Oracle Strikes Back at Short Sellers with Proof of AI Orders; Expands Orders to Foxconn Wistron and Others $NVDA Amid market concerns regarding a potential bubble in Oracle's AI business the latest data submitted by Oracle to regulatory authorities reveals that the company signed approximately $150 billion (approx. [---] trillion KRW) in new data center lease contracts during the three months ending in November. (Reuters) While the market has been wary of a potential collapse in the AI bubble the latest data uploaded by the company to regulators confirms approximately $150 billion in new data"  
[X Link](https://x.com/DrNHJ/status/2000716121750823360)  2025-12-15T23:54Z [----] followers, [----] engagements


"NVIDIA GTC [----] - Sponsors Elite NEBIUS () $NBIS AWS (Amazon Web Services) $AMZN Google Cloud ( ) $GOOGL Microsoft Azure ( ) $MSFT CoreWeave () $CRWV Dell Technologies ( ) $DELL HPE (Hewlett Packard Enterprise) ORACLE () $ORCL https://twitter.com/i/web/status/2013846916891844894 https://twitter.com/i/web/status/2013846916891844894"  
[X Link](https://x.com/DrNHJ/status/2013846916891844894)  2026-01-21T05:31Z [----] followers, [----] engagements


"CEO:   [----]  $MU SK Hynix Samsung AI     . (Synopsys) CEO (Sassine Ghazi)  AI     '(tight)' [--------]      . https://www.digitimes.com.tw/tech/dt/n/shwnws.aspid=0000745004_XSB1PDWULVUQVA58VVFQ1&cf=A21 https://twitter.com/i/web/status/2016053606303383719 https://www.digitimes.com.tw/tech/dt/n/shwnws.aspid=0000745004_XSB1PDWULVUQVA58VVFQ1&cf=A21 https://twitter.com/i/web/status/2016053606303383719"  
[X Link](https://x.com/DrNHJ/status/2016053606303383719)  2026-01-27T07:40Z [----] followers, [----] engagements


"GE Vernova [----] Q4 Q&A $GEV [--].     (Joe Ritchie Goldman Sachs):   (SRA) (60GW)  83GW  100GW.     . (Scott Strazik CEO): :  (SRA)   1020% .   . :    . [----] 100GW   60%  40%   . : [--------]    . [--]. (Julian Mitchell Barclays):     . GE      (Scott Strazik CEO): :      . [--]   (Base load)    . :     .    (  )  [--]   . [--].    (Nigel Coe Wolfe Research): [----]    11%p . (Breakeven)  [----]   (Scott Strazik CEO): : .  . : [----]  [--]  [----]    . :         . [--]. (Electrification)   (Mark Strauss JP Morgan):  .    GE    (Scott Strazik & Ken Parks): : (Power) (Grid)    .  ()    . :   [----]   [---] . 10%   . Prolec   "  
[X Link](https://x.com/DrNHJ/status/2016508152922198441)  2026-01-28T13:46Z [----] followers, [----] engagements


"(Morgan Stanley) Memory - Double Up (Samsung) [------] [------] SK(Sk hynix) [------] [-------] [--].   (Key Thesis)  : [----]   (Sold out)   . AI :  HBM4     .  :  (Capa)     . [--].   $MU $SNDK DRAM: [--]  70100%   DDR5  100% . NAND/SSD: eSSD  50%    SSD  [--]  . : CSP( )      . [--].  -EPS : [--------] (EPS)    . - : [----]   (Fab)  [----]   . [--].  [----]     . -: (2026E )  [---]  [---] ( 47%) -SK:(2026E )  [---]  [---] ( 75% ) - (Samsung Electronics) (2027E) : [---] [----] : [---] [----] : 49.0% SK (SK hynix) (2027E) : [---] [----] : [---] [----] : 73.9% SK P/E [--]       https://twitter.com/i/web/status/2017925901590388923"  
[X Link](https://x.com/DrNHJ/status/2017925901590388923)  2026-02-01T11:40Z [----] followers, [----] engagements


"AI     [----] '' $IREN $NBIS $BE $GEV $NVDA  AI        .   [----]  .  ''  (AI)     ()   .      .           [----] .   [---]   CEO [----]    ''   .         . :   (Lead time)  [--] [---]  . :       [----]   .   60%    .    '  '     .         60% . : [----]   [---] ( [--] ) [----]  36% .    AI     . :  500kV  ' '   . :  220kV   . : [----]    30%     50%  .  [----]    20%  AI     35% . https://www.ctee.com.tw/news/20260202700066-430502 https://www.ctee.com.tw/news/20260202700066-430502"  
[X Link](https://x.com/DrNHJ/status/2018112880907067424)  2026-02-02T00:03Z [----] followers, [----] engagements


"TrendForce: [----] [--]      $MU SK hynix Samsung $SNDK -(Conventional) DRAM: (Contract Price)  5560% 9095%  . -NAND Flash:   3338% 5560% . -PC DRAM:   [--]  2(100% )  . -Enterprise SSD: CSP  [--] 5358% .  TrendForce  [----] [--] AI     .    TrendForce [--] DRAM NAND Flash    . DRAM    . [--]. PC DRAM: " " [----] [--] PC   PC DRAM  .  1(Tier-1) PC OEM   .   [----] [--] PC DRAM  100%    . [--]. Server DRAM: " "   (CSP)  OEM [--]  DRAM  (LTA) .    [--] DRAM  90%  .     . [--]. Mobile DRAM: " " DRAM       .  LPDDR4X LPDDR5X  90%  .  ( )      [--]    . [--]. NAND Flash Enterprise SSD: " " NAND Flash    .   DRAM  NAND  DRAM  (Capacity) ."  
[X Link](https://x.com/DrNHJ/status/2018295510151344486)  2026-02-02T12:08Z [----] followers, [---] engagements


"JP   [--].  (Overweight ) (Memory) SK hynix Samsung (Financials) (Industrials)-   (Holdcos) [--]. (Neutral) (Battery) (Autos) (Internet) (Commodities) -  (Others - Consumer etc) [--].  (Underweight )  (Other Tech) (Healthcare) https://twitter.com/i/web/status/2018298542813786522 https://twitter.com/i/web/status/2018298542813786522"  
[X Link](https://x.com/DrNHJ/status/2018298542813786522)  2026-02-02T12:20Z [----] followers, [---] engagements


"(TERADYNE) $TER [----] [--] ( +19%) : [-----] (: [--] [----] )  (YoY) +44% (QoQ) +41% (Adj. EPS): $1.80 (: $1.36)  : [----] (: [----] )  : [---]  : [----] [----] [--] : [----]  [----] (: [--] [----] ) (Adj. EPS): $1.89 $2.25 (: $1.25)  [----]  : [----] ( +13%)   (4): $0.12  (4): [--] [----] [----]   (2025/12/31 ): [--] [----] [----]  (2025/12/31 ): [--]   (4): [--] [----] [----]  (Commentary) " [--]      AI    ." "2026     AI    ." TERADYNE $TER Q4'25 EARNINGS HIGHLIGHTS 🔹 Revenue: $1.083B (Est. $969.33M) 🟢; +44% YoY +41% QoQ 🔹 Adj. EPS: $1.80 (Est. $1.36) 🟢 🔹 Semiconductor Test Rev: $883M (Est. $786M) 🟢 🔹 Product Test Revenue: $110M 🔹 Robotics"  
[X Link](https://x.com/DrNHJ/status/2018441004353978406)  2026-02-02T21:46Z [----] followers, [----] engagements


": "  .   " $MU SK hynix Samsung  (Winbond)   " " [--]  [----] [--]  . [--]   [----]      .  :  ()     . D(DRAM): [--]  [--] . (Flash):  D  . :     .  :  "      (End-user)    "  .  ( ): (TrendForce) [--] [--] [--]   . D: 90% 95% . (NAND Flash): 55% 60% .    .     [---] (TWD)   .   [----]   [----] [--]  . https://www.ctee.com.tw/news/20260203700709-430501 https://www.ctee.com.tw/news/20260203700709-430501"  
[X Link](https://x.com/DrNHJ/status/2018523268827975823)  2026-02-03T03:13Z [----] followers, [---] engagements


"AI    " $GOOGL $IREN $CIFR $WULF $NBIS $BE AI   ' '    . [--]. (Intersect)  :    '' [--] [----] ( [--] [----] ) . :       . [--].   :  AI      .  :         . / :          . https://www.wsj.com/business/energy-oil/google-is-spending-big-to-build-a-lead-in-the-ai-energy-race-a8b5734a https://www.wsj.com/business/energy-oil/google-is-spending-big-to-build-a-lead-in-the-ai-energy-race-a8b5734a"  
[X Link](https://x.com/DrNHJ/status/2018652622203605400)  2026-02-03T11:47Z [----] followers, [----] engagements


"( $LITE) [----] [--] ( +13%) [--]  EPS: $1.67 ( $0.42   $1.41 ) : [--] [----] ( +65%  [--] [----] ) [--]  ()  EPS: $2.15 $2.35 ( $1.59  ) : [--] [----] [--] [----] ( [--] [---] )   "   85%   .      (OCS)  (CPO)  ." https://twitter.com/i/web/status/2018795872902115516 https://twitter.com/i/web/status/2018795872902115516"  
[X Link](https://x.com/DrNHJ/status/2018795872902115516)  2026-02-03T21:16Z [----] followers, [---] engagements


"Lumentum [----] [--] IR $LITE  Lumentum AI   . [--].   (Q2 FY2026) (Net Revenue): [--] [----] (  65.5%  24.7% ). GAAP : : 36.1%. : 9.7%. : [----] ( 0.89). Non-GAAP : : 42.5%. : 25.2% (  1730bp ). : [--] [----] ( 1.67). [--].    AI    . (Product Type) (: ) Components () $443.7 yoy 68.3% Systems () $221.8 yoy 60.1%  (OCS):   (Backlog) [--] .  (CPO): [----] ( )     . [--].   Michael Hurlston CEO " 65%     " . [----] [--] (Q3 FY2026) Lumentum    . : [--] [----]  [--] [----] ( 85%  ). Non-GAAP : 30.0% 31.0%. Non-GAAP (EPS): [----] [----]. [--].    :   [--] [----]      [----] . Cloud Light : Cloud Light    [----]  . (R&D): GAAP [----]    . Lumentum AI  OCS CPO"  
[X Link](https://x.com/DrNHJ/status/2018801269528502774)  2026-02-03T21:38Z [----] followers, [---] engagements


"$SMCI [----] [--] ( +7%)   (Adjusted EPS): $0.69 ( $0.49 ) (Net Sales): $126.8 ( $104.3 ) (Adjusted Gross Margin): 6.4% ( 6.52% )  (Guidance) [--] : $123 ( $102.5 )  : $400 (  $360 ) https://twitter.com/i/web/status/2018806137089585292 https://twitter.com/i/web/status/2018806137089585292"  
[X Link](https://x.com/DrNHJ/status/2018806137089585292)  2026-02-03T21:57Z [----] followers, [---] engagements


"CEO  [----]   $MU SK hynix Samsung CEO (Lip-Bu Tan)     . (Intel Corp.) (CEO)     [--]   .   (Cisco Systems Inc.) "   " . CEO     "2028 (  ) "  . https://www.bloomberg.com/news/articles/2026-02-03/intel-ceo-says-there-s-no-relief-on-memory-shortage-until-2028taid=69823f449c5d9c0001fd5b36&utm_campaign=trueanthem&utm_content=business&utm_medium=social&utm_source=twitter https://www.bloomberg.com/news/articles/2026-02-03/intel-ceo-says-there-s-no-relief-on-memory-shortage-until-2028taid=69823f449c5d9c0001fd5b36&utm_campaign=trueanthem&utm_content=business&utm_medium=social&utm_source=twitter"  
[X Link](https://x.com/DrNHJ/status/2018806630943756343)  2026-02-03T21:59Z [----] followers, [----] engagements


"Lumentum $LITE Q2 [----]  Q&A [--]. (OCS)   Q (Simon Leopold Raymond James): OCS            A (Michael Hurlston CEO): OCS    .  (Backlog) [--]   [----] ( ) . [--]   .   [--]   [--]   .      (Gross Margin) 40%  . [--]. (InP)    Q (Samik Chatterjee JPMorgan): InP     (Fab)      [--] [--] ( [--] )   A (Michael Hurlston & Wajid Ali CFO):   20% .      .  ( )  .    [--] (Cap)  .   1.6T    . [--]. 1.6T  Q (Ryan Koontz Needham & Co): 1.6T EML( ) (SiPho)   CPO()   A (Michael Hurlston & Wupen Yuen President): 1.6T 200G EML    EML   . CW   [--] [----]  . CPO 400mW    . Lumentum      . [--]. CPO   Q (Vijay Rakesh BofA): CPO   [----]    A (Michael"  
[X Link](https://x.com/DrNHJ/status/2018847968271712724)  2026-02-04T00:43Z [----] followers, [----] engagements


"$INTC (Lip-Bu Tan) Second Annual AI Summit (26 [--] 3) AI  [--]. (Memory): [----] " "    . $MU SK hynix Samsung $SNDK  : SK  [--] [--]  [----]     . AI : AI GPU( )  "(Suck up)"      . [--]. (Interconnect):  (Optical) $LITE    . (Copper) :      . (Optical) :    (Silicon Photonics)  .       . [--]. (Power):  ' '      . $IREN $NBIS $BE $GEV $CIFR  :  AI      (Regulatory Approval) . :         .  = :        AI  . [--]. (Compute): " " $NVDA $AMD    . : ( [--] )  [--] [--] . :       (Supply Chain)    . : x86(Xeon)  GPU RISC-V      . [--]. (Software):   100%  . : (Kubernetes)   GPU     . Software 2.0:      .  :         . 6."  
[X Link](https://x.com/DrNHJ/status/2018865148522635490)  2026-02-04T01:52Z [----] followers, [----] engagements


"(Lumentum) '(Buy)'  [---] [---]  $LITE AI    [----] [--] [--]   AI   .   AI        .   [--] 48.89%  .   [--] :   [--] [----]  [--] [----] [--] [----] .   89%  21% . : [--] 25.2%  (21.0%) .  : 37.12%   (P/E) [------]  .    .        (OCS)     .   20%    30%  .   [---] [----]  (EPS) [-----] [--]  .    (Buy-side) [----] EPS  [--] [--]   . https://twitter.com/i/web/status/2019012453158486268 https://twitter.com/i/web/status/2019012453158486268"  
[X Link](https://x.com/DrNHJ/status/2019012453158486268)  2026-02-04T11:37Z [----] followers, [----] engagements


"B.Riley Harrow Health( $HROW) '(Buy)'  $74 [--]. VEVYE   " VEVYE   . [----] [--] (NRx) (TRx)  23% 6%  .  [----] [--] [--] CVS Caremark ' 1(Tier 1) ' ( Xiidra )   . NRx TRx      CVS Caremark Xiidra  VEVYE    ." [--].  (Miebo)  "2025 [--] NRx/TRx  11%/16% .  VEVYE 4Q25/1Q26 [----] /3900 . ( [----] /3300 ) VAFA( )  (ASP)    . Bausch + Lomb(BLCO) Miebo  VEVYE TRx [----] [--]  Miebo 50%  58% . Harrow Health   (DTC)    ." [--]. IHEEZO TRIESENCE IHEEZO: [--]         . [--]   4Q25/1Q26  [----] /1000 . TRIESENCE: [----] [--]     .    [----]   '(pass-through)'    . [--].   " [--]  [----] [--]  [--] [----]   . VEVYE        .""  
[X Link](https://x.com/DrNHJ/status/2019029024467763446)  2026-02-04T12:43Z [----] followers, [---] engagements


"Symbotic $SYM FY26 Q1 ( +12.5%)  (Industrials)    ( ) GAAP EPS $0.02 ( -$0.01 / ) (Revenue) $629.99M ( $622.58M )   (YoY) +29.4% FY26 Q2 (2) : : $650M $670M ( $660M /  $639.46M ) EBITDA: $70M $75M"  
[X Link](https://x.com/DrNHJ/status/2019162378466886071)  2026-02-04T21:33Z [----] followers, [---] engagements


"1  90% - (Counterpoint) $MU Samsung SK hynix  (Counterpoint Research)  (AI)   [----] [--]    90% .    DRAM   [--]  NAND   .   : [--] 90%98% ( [--] 60%76%  ). [--] 20%  . PC : [--] 91%100% ( [--] 20%35% ). [--] 15%20%  .      (KS:005930) SK(KS:000660) (NASDAQ:MU)   .   [----] AI      .  AI    AI  . '(Hyperscalers)'   AI    [--]  .     ' '  . https://twitter.com/i/web/status/2019389549441687736 https://twitter.com/i/web/status/2019389549441687736"  
[X Link](https://x.com/DrNHJ/status/2019389549441687736)  2026-02-05T12:36Z [----] followers, [----] engagements


"$BE [--] [--] ( +9.5%) : [--] [----] (: [--] [----] ) ;  +35.9% (EPS): [----] (: 0.30)  : [--] ;  [---]  : [--] [----] Non-GAAP : 31.9% (FY Guide) : [--] [--] (: [--] [----] ) (EPS): [----] [----] (: 1.12) Non-GAAP : 32% Non-GAAP : [--] [----] [--] [----]  [----] : [--] [----] ;  +37.3%  : [---]  (Backlog):   [---]    [--]  [---] . [----]  : [--] [----]   [--] : 30.8% [--] : [----] [--] Non-GAAP : [--] [----] [----] : 29.0% [----] : [----]  " (Bring-your-own-power) AI      ." "       ." $BE Q425 EARNINGS HIGHLIGHTS 🔹 Revenue: $777.7M (Est. $640.07M) 🟢; +35.9% YoY 🔹 EPS: $0.45 (Est. $0.30) 🟢 🔹 Current Product Backlog: $6B; up 2.5x YoY 🔹 Cash Flow from Operating Activities:"  
[X Link](https://x.com/DrNHJ/status/2019526527420101056)  2026-02-05T21:40Z [----] followers, [---] engagements


"(Bloom Energy) [----] [--] $BE [--]. [----]  ( )  [----]     . : [--] (2024 37.3% ) [--] : [--] [----] (  35.9% ) EBITDA (): [--] [----] (  ) :  [--] (   )  : [--]  [--]  20% . [--]. [----] ( ) [----] [----]   . : [--]  [--] Non-GAAP : 32% Non-GAAP : [--] [----]  [--] [----]  : [--]  (CapEx): [--] [----]  [--] [--]. (Backlog)      . - :  140% [--] . - : [---]    100%   . -AI : [--]   [--] [--] . "  (Bring your own power)"    . - : 80%     80%   .   ' ' '  ' . [--].  : 800V DC () K.R. (K.R. Sridhar) CEO  AI  . - 800V DC : AI   800V DC . (  AC DC )       800V DC . - :   800V DC     800V DC   . - : AI  (Load following)        . [--].    ' ' '   ' . - (Asset-light) :        .  (ROI)   "  
[X Link](https://x.com/DrNHJ/status/2019554630766850449)  2026-02-05T23:32Z [----] followers, [---] engagements


"(Bloom Energy) [----] [--] Q&A $BE  :  (Follow-on)  .       :   (C&I)   [--] [--]  .      .    . (Oracle) .       .  :        :   .      .           .         .  1GW 2GW         . RBC  : 800V DC()    (K.R. ): 800V DC   .       . [--]     .   800V DC  .           .  'AI ' . RBC  : R&D    :    '(App)' .    AI   ' (Rapid load following)' . AI        .    .      . UBS :       :       (On-site)      .   20%  .     (HFC)   .    .  :     .    :  (MW) (GW)    .   AI  (ms)   .    .  800V DC     .      . :      :  [--]   [--] 20% .      [--]  AI ' ' .    .        .  : MTAR  [----] (CAGR) 30% .  ):   [----]    .   [--]   .     .  "  
[X Link](https://x.com/DrNHJ/status/2019558441111679272)  2026-02-05T23:47Z [----] followers, [---] engagements


": "AI " $NVDA  (Nvidia)  (Wistron) (Simon Lin)  (AI)  [----] AI    .     "AI    " .  (Jeff Lin) CEO     .    [--]  [----]  AI    .  [--]       . https://www.reuters.com/world/asia-pacific/ai-is-not-bubble-senior-executive-nvidia-supplier-wistron-says-2026-02-06/utm_source=chatgpt.com https://www.reuters.com/world/asia-pacific/ai-is-not-bubble-senior-executive-nvidia-supplier-wistron-says-2026-02-06/utm_source=chatgpt.com"  
[X Link](https://x.com/DrNHJ/status/2019754042696855949)  2026-02-06T12:44Z [----] followers, [---] engagements


"1  ' '  $MU SK hynix Samsung  (Macronix) (Winbond) [----] [--]  .       ' ' . AI    (Niche) DRAM NOR Flash  . https://www.digitimes.com.tw/tech/dt/n/shwnws.aspCnlID=1&Cat=40&id=0000746167_7E006G5M71U8WS6988UXX https://www.digitimes.com.tw/tech/dt/n/shwnws.aspCnlID=1&Cat=40&id=0000746167_7E006G5M71U8WS6988UXX"  
[X Link](https://x.com/DrNHJ/status/2019760709266227447)  2026-02-06T13:10Z [----] followers, [----] engagements


"SemiAnalysis) : [--]    $MU SK hynix Samsung SemiAnalysis [----]   .        .      . [--].    DRAM : DRAM   [--]     [--]  .  [--] DRAM  [--]  .  [--] [---]   .  ( ): DRAM   (1T1C) .  100:1   .   .  : ''    .     .        ( ) ()    . [--].    : DRAM  .      .  : DRAM (Fab)       .         .  : (: 1c )   70%      .       . : [----] PC  [--]    . [----]  SK  [--]   . [--].   [----] Windows PC :  (GUI)  PC DRAM 12MB 48MB [--] .      50% .    [----] 60%  . [----]  :   /   .  DRAM (GB)  GB .   LPDDR    . 2017-2018  :    DRAM .        [----] . (COVID-19) :     PC  .   ' ( )'    .       . [--]. AI    :   . AI  HBM( )  DRAM  DRAM   .  :    .   .  "  
[X Link](https://x.com/DrNHJ/status/2019912690924474860)  2026-02-06T23:14Z [----] followers, [----] engagements


"9:  PGY () ONSEMI AMKR OPEN () 10: [--]   DDOG AZN () ALAB LYFT UPST NET () 11: [---]  [--]  [--] CPIPPI    GFS () ALB CISCO CFLT () 12: [--]  BN CROX BIRK AEP () AMAT PINS ANET RIVN () 13: [--] CPI () https://twitter.com/i/web/status/2019919549232243085 https://twitter.com/i/web/status/2019919549232243085"  
[X Link](https://x.com/DrNHJ/status/2019919549232243085)  2026-02-06T23:42Z [----] followers, [---] engagements


"2025   25.6% [----]  $NVDA $MU $SNDK SK hynix Samsung : [----] [--] [--]  : (SIA)   (SIA) [----]   [----]   . [----] [----] 25.6% . [----] [--] : [----]  (  37.1%   13.6% ) [----] [--] : [---] (11 2.7% ) [----] :  [--]  SIA  (John Neuffer) "   AI IoT 6G     " . https://twitter.com/i/web/status/2019948748479267262 https://twitter.com/i/web/status/2019948748479267262"  
[X Link](https://x.com/DrNHJ/status/2019948748479267262)  2026-02-07T01:38Z [----] followers, [---] engagements


"PJM   [--]   $BE $GEV $IREN $NBIS $CIFR $WULF   PJM    [--]  60(GW)    . PJM   "        " . : 60GW  [--] PJM  6.5GW  . 1(GW)  [--]  [--]   . : PJM [----]        .      . PJM  [--] [--]  . AI  (AI)      .          .  PJM          .    :           PJM . : PJM   (Rebecca Carroll)  60GW    [----] ( [---] )  .    [---]  .  PJM [--]   [--]      .  "PJM  " .   [--]     [--]  () . https://twitter.com/i/web/status/2020064974769647841 https://twitter.com/i/web/status/2020064974769647841"  
[X Link](https://x.com/DrNHJ/status/2020064974769647841)  2026-02-07T09:19Z [----] followers, [----] engagements


"SK  HBM4 $MU SK hynix Samsung SK [--] (HBM) HBM4     . HBM4   HBM     . [--]    HBM    HBM 0%  .  SK 70%  30% HBM4   .  (CPU) [--] (GPU) [--]  .    [--]  [--] [--]   GPU [--] [--] .  VR200 NVL72    . (AI)    HBM4   . SK   HBM4   .  HBM4 LPDDR5X    .   ' CPU  LPDDR5X   .       .  [----] [--] VR200 NVL72   13TB/s  [--] 20.5TB/s  . CES [----]  22TB/s  .   70%  .       .  SK HBM4    . https://www.fnnews.com/news/202602071117078126 https://www.fnnews.com/news/202602071117078126"  
[X Link](https://x.com/DrNHJ/status/2020067349567512952)  2026-02-07T09:29Z [----] followers, [----] engagements


"3   $BE $GEV $IREN $NBIS 'AI + ' HD [--]   3(LSHD)      . (AI)       . [--]  [--]   [--] [---] [--] [----] .      .   [--] [----] [----] .  21.9% 106%    . [--]  [--] [----] (7813) .     (HVDC)     .   [--]  .  ( )   [--] [----] [--] [---]. NH "     " "      20.8% " . https://zdnet.co.kr/view/no=20260206190629 https://zdnet.co.kr/view/no=20260206190629"  
[X Link](https://x.com/DrNHJ/status/2020070479135125839)  2026-02-07T09:41Z [----] followers, [----] engagements


"(Winbond)   [--] DRAM 50% .   $MU Samsung SK hynix (Winbond)   [----]   .  [--] [--] (IR)   (Powertech)     .  [--] DRAM (Contract Price) 50%      DDR4 LPDDR4   .  "     " . PC  ' '   [--] (ODM)    .  " ODM (CM)        . ' '  "   '  '   .      (Down-spec)   .  16Gb  8Gb 8Gb 4Gb 2Gb . DDR4  DDR3  .   "DDR4    ( ) " .      .  DRAM  [--]   (Flash)  DRAM  .       (Visibility) [----]    .   LPDDR4  . LPDDR4 DDR3    (IoT)   . DDR3     (ASP)  .     LPDDR4    .  DRAM NOR     . SLC (NAND)     . (Powertech)  "    (Cube) HBM  " . (Walton Advanced Engineering) 3D              ."  
[X Link](https://x.com/DrNHJ/status/2020333065533550754)  2026-02-08T03:05Z [----] followers, [----] engagements


"''HBM4 $NVDA SK hynix   GPU HBM4   SK 'AI'    SK   (CEO)  . [--] (HBM4)   (AI)     . 8()    [--]   [--]  CEO .     CEO    .      [--]  .  (HBM)    ( D )     .  AI    SK HBM   AI   .   AI AI()   .   AI      . SK HBM4 AI ' '  AI HBM4 SK 55%  SK   (CEO)    . [----] [--] .      TSMC  (AI) [--] . [--]      .  SK [--] (HBM4)    SK  AI  (eSSD) AI    . SK  [--]   SK (CEO) SK   . AI  HBM   .   AI   288(GB) HBM4 . HBM (4) TSMC ( 23) [--]   HBM (2025   [--] ) SK    . SK  HBM4  ''HBM4 HBM  SK HBM3E [--]   .  [--] HBM3E [--]      HBM4  . HBM4  11.7(Gb)  ( 1011Gb)  . SK  HBM4  55%    . SK HBM4 4(1=10 1m) ( ) [--] 6(1c) D    (12 1b D)   .   CEO  "  
[X Link](https://x.com/DrNHJ/status/2020783248092340495)  2026-02-09T08:54Z [----] followers, [----] engagements


"(TeraWulf $WULF) (Overweight)  $37  "    (Track record)      .  (Base case) '  (Bitcoin-to-DC)'  ' (REIT endgame)'  .        (watt) $8  (   $10) .    $18  (HUT)   .   [------]  ( 250MW500MW)  250MW 50%  .  (Bull case)    75%   500MW  ." https://twitter.com/i/web/status/2020788095831142896 https://twitter.com/i/web/status/2020788095831142896"  
[X Link](https://x.com/DrNHJ/status/2020788095831142896)  2026-02-09T09:13Z [----] followers, [---] engagements


"(Cipher Mining $CIFR)   ' (Overweight)'  $38 [--].       ' '  . :      .  :         . [--]. "(REIT) "    (Equinix) (Digital Realty)  (REITs) . :   [--] EV/FY1 EBITDA .          . :           ''  . [--].    [--]  :  (Black Pearl Compute LLC) [----]  6.125%   .  (Wink)     ($2 3250)  .  :    (Lee Bratcher)   (Drew Armstrong)  . :           . https://twitter.com/i/web/status/2020788225544266014 https://twitter.com/i/web/status/2020788225544266014"  
[X Link](https://x.com/DrNHJ/status/2020788225544266014)  2026-02-09T09:13Z [----] followers, [----] engagements


"1GW  $GOOGL   (TotalEnergies) (AI)    (Google)   .   : 1(GW)  (15 28(TWh)  ). :    [--]. :  [----] [--] . :     (PPA)  .   AI  :        . :         . ERCOT :    (ERCOT)   .  :  50%    (Clearway)      .  "             ."  (Will Conkling)    https://www.reuters.com/business/energy/totalenergies-provide-solar-power-googles-texas-data-centres-2026-02-09/ https://www.reuters.com/business/energy/totalenergies-provide-solar-power-googles-texas-data-centres-2026-02-09/"  
[X Link](https://x.com/DrNHJ/status/2020842222179188812)  2026-02-09T12:48Z [----] followers, [---] engagements


""ChatGPT " OpenAI [----]   $NVDA AI(OpenAI) CEO  ChatGPT  10%  [----] ( [---] )    . [--].     :   ChatGPT  10%   . : ChatGPT  (WAU) [--] .   : AI  ChatGPT    . (Codex) : (Anthropic) ' '  AI  'Codex'  50% . GPT-5.3-Codex (Mac)   . [--]. ChatGPT    : () ChatGPT   .       . : AI      . :   AI     ""  . [--]. [----]  ''  : AI  [----]   . : (Amazon): [---]  . (SoftBank): [---]   [---]  . (Microsoft) (Nvidia):  .  : CFO       . https://www.cnbc.com/2026/02/09/sam-altman-touts-chatgpt-growth-as-openai-nears-100-billion-funding.html"  
[X Link](https://x.com/DrNHJ/status/2020850254057529580)  2026-02-09T13:20Z [----] followers, [---] engagements


") [----] :  $MU SK hynix Samsung   -  : [----]  [----]   . -  :  [----]     . - :  [--]     . AI  - :  AI '' ''  .    . -  :  DRAM  . - (Vera Rubin) :   SSD(Enterprise SSD) QLC SSD  . - :  (CSP)   .  '    . vs :   :  7080% (Legacy)  AI   2030% .         .  :      (Output) .      (ASP) . TrendForceAI2026551621872 https://t.co/fJC0fmRwL2 TrendForceAI2026551621872 https://t.co/fJC0fmRwL2"  
[X Link](https://x.com/DrNHJ/status/2020860347557818423)  2026-02-09T14:00Z [----] followers, [----] engagements


"TD ( $MU)  : [---]  TD ( $MU) [----] (EPS) [--]     (Bull Case) [--] .  [---]   . DRAM  (Tightness)   . TD  [--] (P/E) [--]   (Re-rating)  "  
[X Link](https://x.com/DrNHJ/status/2020866949664870566)  2026-02-09T14:26Z [----] followers, [----] engagements


"10     $WULF $IREN $NBIS $CIFR $HUT $NVDA $GOOGL (Anthropic) '  '    . IT  (The Information)     10(GW) AI   .     (Google)   .   (TPU)   .     [--]   . AI(OpenAI) [--]    [---]    [--]  [----] ( [---] ) .   [----] AI  [----]   . [--]     (Fluidstack)   [---]  .   (IPO)  AI  . https://www.theinformation.com/newsletters/ai-infrastructure/anthropics-data-center-ambition-ex-google-execs-make-happen https://www.theinformation.com/newsletters/ai-infrastructure/anthropics-data-center-ambition-ex-google-execs-make-happen"  
[X Link](https://x.com/DrNHJ/status/2020996022349201814)  2026-02-09T22:59Z [----] followers, [----] engagements


"$NVDA $TSM TSMC      AI          .    (carve-outs)   TSMC   .       AI    .  - :   15%   [----]   . :       [---]  .    [---] . : TSMC         TSMC    .        .   "TSMC "   .   ( AMD ) 25%     " "   . https://www.ft.com/content/e6f7f69a-2552-45f5-ae4c-6f1135e5cde1 https://www.ft.com/content/e6f7f69a-2552-45f5-ae4c-6f1135e5cde1"  
[X Link](https://x.com/DrNHJ/status/2021009446588252305)  2026-02-09T23:52Z [----] followers, [----] engagements


"SK HBM4   $NVDA       1b D 11.7bp  60% [--]  SK(000660)  (AI)    [--] (HBM4)  . SK    HBM4  [--]  . [--]  SK    HBM4 [--]  . [--]  HBM4  SK   (PO)  .    . SK HBM4    . SK HBM4  11.7(Gb) (11Gbps)   .  6(1c) D  1b D SK    . SK 1b D   HBM4   .  HBM4   SK    . SK [----] HBM3     HBM3E 70%  .   SK  HBM4  60%  . SK HBM4  HBM4 [--] [--] HBM4E     .    (IT) CES [----] SK  HBM4 [--]   .  M15X     .  SK [--]     HBM3E HBM4  [--] HBM4E 10(10 1m) 6(1c) D  .  SK   (CEO) 5()   [--] () .  CEO HBM4   [--] HBM4E HBM(cHBM)  ( D )     . https://n.news.naver.com/mnews/article/011/0004588714rc=N&ntype=RANKING&sid=001"  
[X Link](https://x.com/DrNHJ/status/2021032891032141911)  2026-02-10T01:26Z [----] followers, [----] engagements


"TSMC [----] [--] $TSM $NVDA mom+19.8% yoy +36.8%  [----] [----] (NT$) [----] [--] 19.8% [----] [--] 36.8% . https://twitter.com/i/web/status/2021103130688225548 https://twitter.com/i/web/status/2021103130688225548"  
[X Link](https://x.com/DrNHJ/status/2021103130688225548)  2026-02-10T06:05Z [----] followers, [---] engagements


"TSMC [--] 37% . AI  $TSM $NVDA TSMC(Taiwan Semiconductor Manufacturing Co.) [--]    .     AI   . (Nvidia Corp.)   TSMC [--]   37% [----] ( [---] ) . TSMC    30% . (2025) [--] ( )      . https://www.bloomberg.com/news/articles/2026-02-10/tsmc-revenue-jumps-37-in-january-while-ai-spending-marches-on https://www.bloomberg.com/news/articles/2026-02-10/tsmc-revenue-jumps-37-in-january-while-ai-spending-marches-on"  
[X Link](https://x.com/DrNHJ/status/2021103858697764927)  2026-02-10T06:08Z [----] followers, [---] engagements


"(Palantir $PLTR)  '(Neutral)' '(Buy)'   [---] AI"  
[X Link](https://x.com/DrNHJ/status/2021200848488104443)  2026-02-10T12:33Z [----] followers, [---] engagements


"' (Equalweight)'  [---] $TSLA " 100GW          .   (Vertical Integration)            .   (Tesla Solar)   [----] ( 40)    [------] ( 614)    .          (:    )       .              .""  
[X Link](https://x.com/DrNHJ/status/2021201724262973591)  2026-02-10T12:36Z [----] followers, [---] engagements


"2026 [--] MSCI  (MSCI Global Small Cap Indexes)  MSCI   ( 11) (APRILBIO) (CLOBOT) (COWAY) (DAEHAN SHIPBUILDING) (DOOSAN BOBCAT) HJ (HJ SHIPBUILDING & CONST) (ILDONG PHARMA (NEW)) (L&C BIO) LG (LG H&H) (ORUM THERAPEUTICS) (PSK) MSCI   ( 6) (HANA TOUR SERVICE) (HYUNDAI AUTOEVER) (HYUNDAI ENGR. & CONSTR.) (SOLUM) (VT CO) (YOULCHON CHEMICAL CO) [----] [--] - MSCI (MSCI KOREA INDEX)  MSCI   (Additions) (HYUNDAI ENGR. & CONSTR.) (SAMSUNG EPIS HOLDINGS CO) MSCI   (Deletions) (COWAY) (DOOSAN BOBCAT) LG (LG H&H) https://twitter.com/i/web/status/2021358041661309154"  
[X Link](https://x.com/DrNHJ/status/2021358041661309154)  2026-02-10T22:58Z [----] followers, [---] engagements


"Evercore ISI Evommune Inc( $EVMN)  [--] [--]  Outperform   EVMN IL-18 2a(Phase 2a) (AD)  . (pbo) [--]  EASI 33% (separation) IGA 0/1 23% (benefit) .  (POS) 50%   [--] . IL-18       .   IBD( )  IL-18   . https://twitter.com/i/web/status/2021370676658176434 https://twitter.com/i/web/status/2021370676658176434"  
[X Link](https://x.com/DrNHJ/status/2021370676658176434)  2026-02-10T23:48Z [----] followers, [---] engagements


"/ : HBM4  $MU  HBM4  - SemiAnalysis HBM4  0%    -  [----] [--] HBM4   HBM4    - HBM    [----] HBM4 1%     - HBM4    - [----]   DRAM NAND ASP   - [----] [--]  DRAM HBM   -   HBM  DRAM ASP   [----] [----]   DRAM   - HBM  HBM [----] DRAM   9%  11% DRAM   8% -      - HBM4  SK Capa    - [----] HBM4     [----]      -   - HBM   [----]  [----]   -          -   DRAM ASP      : : https://t.me/KISemicon https://vo.la/mqmQ1Lx https://vo.la/ftqYT3T https://t.me/KISemicon https://vo.la/mqmQ1Lx https://vo.la/ftqYT3T"  
[X Link](https://x.com/DrNHJ/status/2021371135695450532)  2026-02-10T23:50Z [----] followers, [---] engagements


"OpenAISK [--]   $NVDA Samsung SK hynix (2 11)   OpenAI  SK [--]    . : [----] [--]  : OpenAI SK( SK()) : OpenAI   (JV) .  20(MW)  [--]  . : [--]  OpenAI      . https://www.reuters.com/world/asia-pacific/openai-samsung-sk-set-start-building-data-centres-korea-march-minister-says-2026-02-11/ https://www.reuters.com/world/asia-pacific/openai-samsung-sk-set-start-building-data-centres-korea-march-minister-says-2026-02-11/"  
[X Link](https://x.com/DrNHJ/status/2021403730344804836)  2026-02-11T01:59Z [----] followers, [----] engagements


"SMIC CEO: HBM  PC  [--]  . $MU SK hynix Samsung [--]. HBM AI : " " HBM : AI (HBM)    . : HBM  () ( )  . : AI  ''  [--]  [--]    . [--].  PC : "3 " : AI        . : [----] [--]  . :    [--] ( )       . [--].    :    ' '  ( CIS MCU ) . (  85%) :  BCD( )    .  (CIS LCD )     . [--]. : " " [----] :    30%  . CEO "2026  ()        " . https://finance.sina.com.cn/roll/2026-02-11/doc-inhmmfcp7806151.shtml https://finance.sina.com.cn/roll/2026-02-11/doc-inhmmfcp7806151.shtml"  
[X Link](https://x.com/DrNHJ/status/2021440565355872650)  2026-02-11T04:26Z [----] followers, [----] engagements


"(ByteDance) AI     Samsung (TikTok)  (Nvidia)     AI   . :    .   (HBM *  . :  [--] AI    [--]  . (  : [--] ) : [----]  AI  [----] ( [---] )     (H200 )   . $NVDA :   '(SeedChip)' . https://www.reuters.com/world/asia-pacific/bytedance-developing-ai-chip-manufacturing-talks-with-samsung-sources-say-2026-02-11/ https://www.reuters.com/world/asia-pacific/bytedance-developing-ai-chip-manufacturing-talks-with-samsung-sources-say-2026-02-11/"  
[X Link](https://x.com/DrNHJ/status/2021452864787448299)  2026-02-11T05:14Z [----] followers, [----] engagements


""  [----] " $MU Samsung SK hynix (AI)         .  (CTO)  (Semicon)    HBM4  " " . https://www.reuters.com/world/asia-pacific/memory-chip-demand-will-be-strong-this-year-into-2027-samsung-elec-executive-2026-02-11/taid=698c1b0f9e18fb000128ef88&utm_campaign=trueAnthem:+Trending+Content&utm_medium=trueAnthem&utm_source=twitter https://www.reuters.com/world/asia-pacific/memory-chip-demand-will-be-strong-this-year-into-2027-samsung-elec-executive-2026-02-11/taid=698c1b0f9e18fb000128ef88&utm_campaign=trueAnthem:+Trending+Content&utm_medium=trueAnthem&utm_source=twitter"  
[X Link](https://x.com/DrNHJ/status/2021476340260798661)  2026-02-11T06:48Z [----] followers, [---] engagements


"$VRT [----] [--] ( +15%) : [----] ( [----] )  +23% (EPS): [----] ( 1.30) (Backlog): [---] ;  +109% (Organic Orders):  +252%;  (book-to-bill) [---] : [---] ;  +151%  (FY Guide) : [-----]  [-----] ( [-----] ) (Adj. EPS): [----] [----] ( 5.33) (Diluted EPS): [----] [----] : [--]  [--] [--] (Q1 Guide) : [--]  [--] ( [----] ) (Adj. EPS): [----] [----] ( 0.96) : 18.5% 19.5%  (Financials) : 23.2%;  +170 bps : [-----] ;  +136% : [--] ;  [---]  " [--]      (Vertiv)  ." $VRT Q425 EARNINGS HIGHLIGHTS 🔹 Revenue: $2.88B (Est. $2.89B) 🟡; +23% YoY 🔹 EPS: $1.14 (Est. $1.30) 🟡 🔹 Backlog: $15.0B; +109% YoY 🔹 Organic Orders: +252% YoY; book-to-bill 2.9x 🔹 Adj."  
[X Link](https://x.com/DrNHJ/status/2021541708950024681)  2026-02-11T11:07Z [----] followers, [---] engagements


"Applovin $APP [----] [--] : [--] [----] (: [--] [----] ) ;  +66% (EPS): [----] (: 2.96) EBITDA: [--] [----] (: [--] ) ;  +82% [----] [--] : [--] [----]  [--] [----] (: [--] ) EBITDA: [--] [----]  [--] [----] (: [--] ) EBITDA : 84%  : [--] [---] ( +84%) (FCF): [--] [----]  (Revenue) [----] 4: [--] [----]   66% . [----] : [--] [----]  70% . (Profitability) (Net Income from Continuing Operations): 4: [--] ( 85% ) 66% . : [--] [----] ( 116% ) 63% . EBITDA (Adjusted EBITDA): 4: [--] ( 82% ) 84% . : [--] [----] ( 87% ) 82% .  (Cash Flow)  : [----] [--] [----]  2024(20 [----] )  [--] .+1 : [----]   [--] [----]  .  (2025 [--] [--] )  : [--] [----] . : [--] [----] . : [--] [----] .  : [--] 3800"  
[X Link](https://x.com/DrNHJ/status/2021698103439716404)  2026-02-11T21:29Z [----] followers, [---] engagements


"1   Samsung SK hynix  (MoM): +52%   (YoY): +143% Taiwan January Memory Imports from Korea: +52% MoM +143% YoY https://t.co/XHD5xY3PPW Taiwan January Memory Imports from Korea: +52% MoM +143% YoY https://t.co/XHD5xY3PPW"  
[X Link](https://x.com/DrNHJ/status/2021698705850835029)  2026-02-11T21:31Z [----] followers, [---] engagements


"$APP   [----] [--] : [--] [----] ( 66% ) [----] [--] EBITDA: [--] [----] ( 82% )  [----] [--]  .  (Gaming Business)  [----] [--]    . [----] [--]  (3 [----] ) EBITDA(6200 )  [----] [--]    . [----] [--] : [--] [----] ( 53.1% ) [----] [--] EBITDA : [--] [----] ( 58.5% )  [----] [--]  $APP [----] (CY2026)  [--]  EBITDA  .    $APP [----] EV/EBITDA [--]  . Another very strong earnings print by $APP. [----] Q4 revs of $1.658B up 66% YoY [----] Q4 ebitda of $1.399B up 82% YoY I think the confusion is around [----] Q1 guidance because if you look at [----] Q1 numbers it included the gaming business which they sold off last year. If you Another very strong earnings print by"  
[X Link](https://x.com/DrNHJ/status/2021704752711840168)  2026-02-11T21:55Z [----] followers, [----] engagements


"CMTX "  50% . " $MU Micron "   " (CMTX)    [--] . CMTX [--]  [----]     .    . CMTX      CMTX .         . CTMX   . CMTX "    50%  " "  CMTX   " .  ()  ()  . CMTX "    " "     " . "   " .     . CMTX     . CMTX "   " . CMTX [--] .    [--] .    . https://www.thelec.kr/news/articleView.htmlidxno=52349 https://www.thelec.kr/news/articleView.htmlidxno=52349"  
[X Link](https://x.com/DrNHJ/status/2021727633533530177)  2026-02-11T23:26Z [----] followers, [---] engagements


"AppLovin [----] [--] $APP [--]. :   AppLovin [----]      .  : [--] [--] [----]  66%  [--] [----] (+70% YoY) . : [--] EBITDA [--]  84% . incremental revenue( ) 95%    . Rule of [--] :   [--]   'Rule of 40'  [---]   .   : [--] [--] [----] (FCF)  [--] [----]  . [--]. AI : "  "  AI   CEO   .  (MAX )  AppLovin    (Bid Density)   .   AppLovin MAX  5% .      . AI   AI    .    '(Discovery)'   AppLovin AI (Axon)   . [--].  :    ( )   .  :    [--] LTV:CAC(   )   . AI :  '  '  AI  .      . :   AppLovin  [---] [----]  [----]    . [--]. [----] [--]   [--]  AppLovin  . : [----] [--] [--] [----] [--] [----]  EBITDA  84%  . Axon [---] :  AI     .      . :    ' '      ."  
[X Link](https://x.com/DrNHJ/status/2021730873037795437)  2026-02-11T23:39Z [----] followers, [---] engagements


"AppLovin [----] [--] Q&A $APP [--] ( Benjamin Black):  (Self-service)         (Adam Foroughi):  [--]    (GA) .      .    ' ' .       . [--] ( Benjamin Black):  (Creative)      (Adam Foroughi):  .     .   [---]  AI  .          . [--] ( Jason Bazinet):  ''  .      (Adam Foroughi):   LTV:CAC(   )  [--]  .  .    57%   .      . [--] ( Omar Dissouki): [--]   AI    AppLovin   (Adam Foroughi): AI    .   '(Discovery)'  .      .        . [--] ( Bernie McTernan):       (Adam Foroughi):  (GMV)      .      .      ' (Lead gen)'  . [--] ( Matthew Kost): (Meta)       MAX  (Adam Foroughi):  MAX .    .     5%    . MAX      [---]  . [--] ( James"  
[X Link](https://x.com/DrNHJ/status/2021731833462108415)  2026-02-11T23:43Z [----] followers, [---] engagements


""AI  AIAI  " $GOOGL AI   . (AI)   (OS)   AI   .  [--] [----] [--]    . https://n.news.naver.com/mnews/article/003/0013765729rc=N&ntype=RANKING&sid=001 https://n.news.naver.com/mnews/article/003/0013765729rc=N&ntype=RANKING&sid=001"  
[X Link](https://x.com/DrNHJ/status/2021742467029381258)  2026-02-12T00:25Z [----] followers, [---] engagements


"JP  $VRT [---] 305"  
[X Link](https://x.com/DrNHJ/status/2021796709014323623)  2026-02-12T04:01Z [----] followers, [---] engagements


"26 [--]  89%    Kioxia $SNDK $MU Samsung SK hynix  [--] [----] [--] ()  6789% [--------]  . (AI)      .    (QUICK [----] ) . https://www.nikkei.com/article/DGXZQOUB120ZR0S6A210C2000000/n_cid=dsapp_share_ios https://www.nikkei.com/article/DGXZQOUB120ZR0S6A210C2000000/n_cid=dsapp_share_ios"  
[X Link](https://x.com/anyuser/status/2021845294707880303)  2026-02-12T07:14Z [----] followers, [----] engagements


"$SNDK +7.7% $MU +3.5% [--] [--]  89%    Kioxia $SNDK $MU Samsung SK hynix  [--] [----] [--] ()  6789% [--------]  . (AI)  [--] [--]  89%    Kioxia $SNDK $MU Samsung SK hynix  [--] [----] [--] ()  6789% [--------]  . (AI)"  
[X Link](https://x.com/DrNHJ/status/2021845989141934562)  2026-02-12T07:17Z [----] followers, [----] engagements


"(KIOXIA) [--]  [--] $SNDK $MU Samsung SK hynix [--]  : [----] ( [----] );  +20% : [----] ( [----] ;  [----] ) (GPM): 40% ((JV)  ) [--] () (): [----] ( [----]  ) (): [----] ( [----] ) : [----] ( [----] ) [--]  (Sales Mix) SSD : [----] (  +7.8% ) : [----] (  +59.1% ) : / 60% PC  40%  ( ) (ASP): 10%  (Bit Growth): 5% (Mid-single-digit) KIOXIA Q3 EARNINGS HIGHLIGHTS 🔹 Revenue: 543B (Est. 541B) 🟢 ; +20% YoY 🔹 Adj. Oper Profit: 144.7B (Est. 147B; saw $120B) 🟡 🔹 Adj. Gross Margin: 40% excluding JV-related items Q4 Guide: 🔹 Revenue (midpoint): 890B (Est. 648.2B) 🟢 🔹 Adj. Net Income (midpoint): 340B https://t.co/tu3yrpFPQg KIOXIA Q3"  
[X Link](https://x.com/DrNHJ/status/2021871234448007254)  2026-02-12T08:57Z [----] followers, [----] engagements


"Arista Networks ( $ANET) Q4 [----] ( +15%) (EPS): $0.82 ( $0.76) : $2.49B ( $2.39B) : 47.5% (  +0.5pt) (Gross Margin): 62.9% (  -0.9pt) : $1.047B (  +23.3%) : (YoY) +28.9% / (QoQ) +7.8% [--]  : $9.01B ( +28.6%) : $3.51B ( +23.1%) [--] [--] : $2.6B ( $2.46B) Non-GAAP (Gross Margin): 6263% (: 63.1%) Non-GAAP (Operating Margin): 46% (: 46.5%)   - AI R4 : AI       . Arista AVA: ' AI(Agentic AI)'      . :    (Ruggedized)  . - VeloCloud : (Broadcom) VeloCloud SD-WAN   /   . ESUN : OCP    ESUN(Ethernet for Scale-Up Networks)   . : [----]    ' '  . CEO (Jayshree Ullal): "2025 Arista [---]  . [---]   AI    [--]   .""  
[X Link](https://x.com/DrNHJ/status/2022090064935981071)  2026-02-12T23:26Z [----] followers, [---] engagements


"Arista Networks $ANET Q4 [----] Q&A [--].  (10% )  Q (Morgan Stanley): [----]  10%  [--]     Jayshree Ullal (CEO):   . ' (Acceptance) '  .    .  . Q (JPMorgan): [--]  30% 25%.    Jayshree Ullal (CEO):  '' . (CapEx)    .   GPU   . $90  25%   . [--].    Q (UBS/Raymond James):         $MU $SNDK SK hynix Samsung Jayshree Ullal (CEO):  '(Horrendous)'  . [----]  [----]  .   (SKU)   . [--]    . Chantelle Breithaupt (CFO):   (GM) 6264%  .    . [--]. AI  (Ethernet vs InfiniBand AMD ) Q (Wells Fargo/BNP Paribas): Scale-up  AI(Agentic AI)   Jayshree Ullal (CEO): [--]  AI  [--]  . GPU   . Scale-up  (ESUN)  [----] 1.6T    . Kenneth"  
[X Link](https://x.com/anyuser/status/2022091685891858700)  2026-02-12T23:33Z [----] followers, [----] engagements


"Arista Networks $ANET Q4 [----] Q&A $MU $SNDK $WDC $STX Samsung SK hynix Q (UBS/Raymond James):         Jayshree Ullal (CEO):  '(Horrendous)'  . [----]  [----]  .   (SKU)   . [--]    . Chantelle Breithaupt (CFO):   (GM) 6264%  .    . Arista Networks $ANET Q4 [----] Q&A [--].  (10% )  Q (Morgan Stanley): [----]  10%  [--]     Jayshree Ullal (CEO):   Arista Networks $ANET Q4 [----] Q&A [--].  (10% )  Q (Morgan Stanley): [----]  10%  [--]     Jayshree Ullal (CEO):"  
[X Link](https://x.com/anyuser/status/2022093008074919992)  2026-02-12T23:38Z [----] followers, [----] engagements


""2030    " [--] ' AI ' "AI   0.4% " "  " [----]      .     .   [--]  ' AI ' AI    .  (AI)     AI      .  "     [----]  " "   [--]   AI   0.4%  " . "    " "  [----] [---] [----] [----]  " . " [----]  [--]  " "   [--]    [--]   " .   . "AI          " . [--]       .  X (AI) xAI         .  "             " . "       " . https://n.news.naver.com/mnews/article/031/0001006030sid=101 https://n.news.naver.com/mnews/article/031/0001006030sid=101"  
[X Link](https://x.com/DrNHJ/status/2022219090371416086)  2026-02-13T07:59Z [----] followers, [---] engagements


"2026   $NVDA $TSM GDP : +7.71% ( +3.54%  )  : +22.22% ( +6.32%  )"  
[X Link](https://x.com/anyuser/status/2022223406863986722)  2026-02-13T08:16Z [----] followers, [---] engagements


"JP ( $ANET)  [---] [---] ' (Overweight)'  :  AI      . :  ''    AI    . https://twitter.com/i/web/status/2022306807121912189 https://twitter.com/i/web/status/2022306807121912189"  
[X Link](https://x.com/anyuser/status/2022306807121912189)  2026-02-13T13:48Z [----] followers, [---] engagements


"$WDC HDD [--]  [----]  $SNDK $MU $STX Samsung SK hynix [----] [--]   (HDD)    4% .  8(2)   . https://www.digitimes.com/news/a20260213PD237/hdd-capacity-data-2026-demand.html https://www.digitimes.com/news/a20260213PD237/hdd-capacity-data-2026-demand.html"  
[X Link](https://x.com/anyuser/status/2022520478414590417)  2026-02-14T03:57Z [----] followers, [----] engagements


"TXSpace ' '   $PL [--]  [--] . [----]   TXSpace      .    .   TXSpace [--] (Planet Labs)    [---]   .  [--] .     .  TXSpace   . [--]     .       .       . TXSpace   1000( 146)  .      .    .    [--]   (Lock-in)  . TXSpace [--]    .  "     [--]    " "       " . https://www.finance-scope.com//article/view/scp202602110011 https://www.finance-scope.com//article/view/scp202602110011"  
[X Link](https://x.com/DrNHJ/status/2021385116938011043)  2026-02-11T00:45Z [----] followers, [---] engagements


"' '  (2/11 ) $PL    70%  [--]     AI   10()  [-----] .  12% . [--] 268.17% . [----]        .  28( 4700)   [--] .  [---]   .      . [--]  .   [----] [--]   .      .    .   [--]  .       . [---]      [----] [--] (NATO) . [--]  24000( 4130)   .   . [--]  [--] [-----]  .        .    .    (AI)    . [----] 3(2025 810)   .  33% [----] (7200)  .    70%  .   [--------]    [--------] .   [-----] 216% .  (CEO)   AI        .      [--] [--] .         . https://www.hankyung.com/article/2026021198671 https://www.hankyung.com/article/2026021198671"  
[X Link](https://x.com/DrNHJ/status/2021812419442749796)  2026-02-12T05:03Z [----] followers, [----] engagements


"(KIOXIA Holding)   (Overweight)  JPY14000 JPY33000 $SNDK $MU Samsung SK hynix $WDC $STX [--].   [----]   (JV) (SanDisk)  .     .  (a): [--]   OEM    . - :  [--]  (Gross Margin) 66%    .   .  (b): (Bain Capital) (Toshiba)  ( ) . [--].   (Thesis) - NAND : AI   DRAM (CAPEX)    NAND    . -  : [----]  (Net Cash)        . https://twitter.com/i/web/status/2022162702349873638 https://twitter.com/i/web/status/2022162702349873638"  
[X Link](https://x.com/anyuser/status/2022162702349873638)  2026-02-13T04:15Z [----] followers, [----] engagements


"16: ( ) ( 23)  (18) 17: [--]   CDNS () 18: FOMC  [--] ADI GRMN () CVNA CDE DASH FIG () 19: [--]  PWR DE LMND () OPEN FIX () 20: [--] GDP [--] PCE [--]  PMI [--]     (20 [--] [--]  ) https://twitter.com/i/web/status/2022473562150592726 https://twitter.com/i/web/status/2022473562150592726"  
[X Link](https://x.com/anyuser/status/2022473562150592726)  2026-02-14T00:50Z [----] followers, [----] engagements


") HBM4 [--] [--] ; "3   " $MU Samsung SK hynix  HBM  AI  GPU   '(Rubin)'   HBM4   .  SK  [--]  HBM4   [----] [--]  .      SK   HBM4 [--]  .     (CSP) AI    AI    [----]   . CSP AI       HBM4 (bit)    .    . [----] [--] DRAM  HBM  .       HBM DRAM   .        .    GPU  HBM         .       [--]    . -:    [----] [--]    . -SK:    HBM     . -:   [----] [--]    . https://www.trendforce.com/presscenter/news/20260213-12929.html https://www.trendforce.com/presscenter/news/20260213-12929.html"  
[X Link](https://x.com/DrNHJ/status/2022498376466731221)  2026-02-14T02:29Z [----] followers, [---] engagements


"Solaris Energy Infrastructure $SEI "   " 500MW   [--]     (Solaris  xAI "Colossus"  .    1.6GW 400MW  .) Solaris Energy Infra 8-K -  Solaris Energy Infrastructure Inc. (SEI) [----] [--] [--] (SEC)   Form 8-K . [----] [--] 12(" ") Solaris Energy Infrastructure Inc.("")   Solaris Power Solutions LLC("") Hatchbo LLC  ("") . Hatchbo LLC    (AI)   "" .     AI   500(MW)  ("") .   [----] [--] [--] [--]     (PPA)   .   [--]   . SEI +12% lands second large data center customer w/ 10-year contract w/ "an investment grade global technology company" for [---] MW of power gen assets. (Solaris powers xAI "Colossus" site in Memphis;"  
[X Link](https://x.com/anyuser/status/2022515527302959594)  2026-02-14T03:37Z [----] followers, [---] engagements


"(Anthropic) CEO (Dario Amodei)   (GW)   $NVDA $BE $WULF $IREN $NBIS $SEI $CIFR $GEV [--].  : 'Big Blob of Compute' [----]     .  :    (Raw Compute)    ()  .  :    PhD        . [--]. (GW)  ( [--] )  AI  3(3x)   .     . [----] (): [----] GW  AI     . 2027: [----] GW  [--]     . 2028: [---] GW    [---]  .     ' '   . 2029: [---] GW       . [--].       . : 1GW    [---] [---] ($10B$15B) .  : [----] [----] 100GW300GW   (Trillions of dollars)  .  : [--]  [--]   .       . [--].  ' '  AI   .  :   [--]  . [----]      (: [--]  [--] )    . (Laminar Flow) :     '(Laminar Flow)'     .  :  50%  () 50%  ()       . [--]. : '  '       ' '. 20262027:   AI   . [----] :"  
[X Link](https://x.com/DrNHJ/status/2022518657948225607)  2026-02-14T03:49Z [----] followers, 10K engagements


"$NVDA GPU  .       . (Anomaly Innovations Inc.  ) there just aren't enough GPUs it's crazy that even a company our size is being bottlenecked by this there just aren't enough GPUs it's crazy that even a company our size is being bottlenecked by this"  
[X Link](https://x.com/DrNHJ/status/2022550431122231422)  2026-02-14T05:56Z [----] followers, [----] engagements


"$MU $SNDK SAMSUNG SK hynix [----] [--] [--] [--]. [----]    DRAM  (1  ): DDR4: 32G [----]  [--]  [--------]  [----]  . DDR5:  . 32G [----]  [----] [----]  DDR4   . NAND  (1  ): TLC(H 3.84TB NVMe PCIe [---] ) [----]  [----]  .  (YMTC)  GB [----] 0.130.15  . [----] Q2Q4 : DRAM: [--] [--] 1520%  . SK [--]     . NAND: [--] 2030%  [--]  .   7090%    . [--]. DDR5 DDR4   DDR5 : (Inspur) H3C   DDR5 .  DDR5      . DDR4 : [----] [----]   [----]  .       [--]   . [--]. HDD()    : (WD)  90%  10%  .    .  :          .  : 4TB HDD [----] (10) [--------]  [--------] 100% . AI     . [--].   ( ) (Contract Price) : [----] [--]    .      (Spot Price)   .  : DDR4  [----]  [----]     . (Kioxia) "  
[X Link](https://x.com/DrNHJ/status/2023347025098777058)  2026-02-16T10:41Z [----] followers, [----] engagements

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