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

루팡 posts on X about ai, $nvda, samsung, ceo 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 [------] +96%
- [--] Month [-------] +213%
- [--] Months [-------] +2,649%
- [--] Year [-------] +38,746%

### 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 [--] +248%
- [--] Month [---] +93%
- [--] Months [---] +2,935%
- [--] Year [---] +444%

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

- [--] Week [-----] +3.30%
- [--] Month [-----] +9.50%
- [--] Months [-----] +85%
- [--] Year [-----] +406%

### 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)  73.46% [technology brands](/list/technology-brands)  51.85% [finance](/list/finance)  12.96% [automotive brands](/list/automotive-brands)  11.11% [currencies](/list/currencies)  8.02% [cryptocurrencies](/list/cryptocurrencies)  4.32% [celebrities](/list/celebrities)  4.32% [financial services](/list/financial-services)  3.09% [social networks](/list/social-networks)  1.85% [countries](/list/countries)  1.85%

**Social topic influence**
[ai](/topic/ai) 38.27%, [$nvda](/topic/$nvda) #1217, [samsung](/topic/samsung) #1394, [ceo](/topic/ceo) #3819, [$mu](/topic/$mu) #62, [nvda](/topic/nvda) #177, [$tsla](/topic/$tsla) 9.26%, [tesla](/topic/tesla) 7.41%, [$be](/topic/$be) #103, [$googl](/topic/$googl) 6.17%

**Top accounts mentioned or mentioned by**
[@jonahlupton](/creator/undefined) [@markminervini](/creator/undefined) [@heydave7](/creator/undefined) [@wholemars](/creator/undefined) [@wsj](/creator/undefined) [@sundarpichai](/creator/undefined) [@minnus](/creator/undefined) [@bitcoinbutcher1](/creator/undefined) [@rwang07](/creator/undefined) [@jiahanjimliu](/creator/undefined)

**Top assets mentioned**
[NVIDIA Corp. (NVDA)](/topic/$nvda) [Micron Technology, Inc. (MU)](/topic/$mu) [Tesla, Inc. (TSLA)](/topic/$tsla) [Bloom Energy Corporation (BE)](/topic/$be) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Iris Energy Limited (IREN)](/topic/$iren) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Sandisk Corporation (SNDK)](/topic/$sndk) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [GE Vernova Inc. (GEV)](/topic/$gev) [TeraWulf Inc. (WULF)](/topic/$wulf) [Taiwan Semiconductor (TSM)](/topic/$tsm) [AppLovin Corporation (APP)](/topic/$app) [Arista Networks Inc (ANET)](/topic/$anet) [Lumentum Holdings Inc. Common Stock (LITE)](/topic/$lite) [Morgan Stanley (MS)](/topic/morgan-stanley) [Super Micro Computer, Inc. Common Stock (SMCI)](/topic/$smci) [Microsoft Corp. (MSFT)](/topic/microsoft) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Western Digital Corp (WDC)](/topic/$wdc) [Tempus AI, Inc. (TEM)](/topic/$tem) [Goldman Sachs (GS)](/topic/goldman-sachs) [Intel Corporation (INTC)](/topic/$intc) [Symbotic Inc. Class A Common Stock (SYM)](/topic/$sym) [Planet Labs PBC (PL)](/topic/$pl) [Vertiv Holdings Co (VRT)](/topic/$vrt) [Dell Technologies, Inc. (DELL)](/topic/dell) [CVS Health Corp (CVS)](/topic/cvs) [Stacks (STX)](/topic/$stx) [Metadium (META)](/topic/$meta) [Advanced Micro Devices (AMD)](/topic/$amd) [Eli Lilly and Company (LLY)](/topic/$lly) [Teradyne, Inc. (TER)](/topic/$ter)
### Top Social Posts
Top posts by engagements in the last [--] hours

"(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


"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


"Nanya Technology Posts September Revenue of NT$66.64 Billion Up More Than [---] Times Year-on-Year Memory chipmaker Nanya Technology (2408) announced that its consolidated revenue for September reached NT$66.64 billion. This represented a 1.45% decline compared with the previous month but a sharp increase of 157.81% compared with the same period last year. For the first nine months of [----] cumulative revenue totaled NT$364.93 billion up 32.43% from the same period a year earlier. Industry sources noted that rising DRAM prices and strong demand for cloud and AI servers continue to benefit Nanya"  
[X Link](https://x.com/DrNHJ/status/1974049437229178960)  2025-10-03T09:50Z [----] followers, 17.7K 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


"OpenAI AI [--]   .        HIPAA( )  'OpenAI for Healthcare' . AdventHealth Baylor Scott & White UCSF Cedars-Sinai HCA Memorial Sloan Kettering    . Physician use of AI nearly doubled in a year. Today we launched OpenAI for Healthcare a HIPAA-ready way for healthcare organizations to deliver more consistent high-quality care to patients. Now live at AdventHealth Baylor Scott & White UCSF Cedars-Sinai HCA Memorial Physician use of AI nearly doubled in a year. Today we launched OpenAI for Healthcare a HIPAA-ready way for healthcare organizations to deliver more consistent high-quality care to"  
[X Link](https://x.com/DrNHJ/status/2009446333963489764)  2026-01-09T02:05Z [----] 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


"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


"Google 4Q Earnings Call $GOOGL Q) There are concerns in some quarters that AI might erode the value of software companies. What is your take on this A) Successful SaaS companies are deeply integrating Gemini into their workflows to drive efficiency. Looking at the growth trends in token usage AI is proving to be a powerful tool for growth rather than a threat to software companies. Q) In the current Google story what is the primary concern that keeps management awake at night A) Yes let me address what "keeps me up at night" (our primary focus). Overall we have been on this AI-first"  
[X Link](https://x.com/DrNHJ/status/2019195671933575318)  2026-02-04T23:45Z [----] 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


": "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


"NVIDIA CEO Jensen Huang interview CNBC $NVDA $IREN $NBIS $CIFR $WULF $APLD $BE $GEV AI infrastructure buildout: Why now The hundreds of billions of dollars that hyperscalers (Amazon Meta Google etc.) are pouring in right now should not be viewed as mere spending. It should be seen as excavation work to dig the biggest gold mine in history. [--]. AI paradigm shift (Inflection Point) From curiosity to utility: Over the past year AI has reduced hallucinations and become a highly useful being with reasoning research and tool-use capabilities. From tool to user: In the past software (like Excel) was"  
[X Link](https://x.com/DrNHJ/status/2019883136189161720)  2026-02-06T21:17Z [----] 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


"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


"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


"Id already thought there was a fairly high chance Anthropic could move toward major infrastructure deals and if they successfully close the fundraising next week as Bloomberg reported it seems plausible they could pursue infrastructure contracts more aggressivelyusing structures like prepayments commitments and backstops. $IREN 🚀 https://www.bloomberg.com/news/articles/2026-02-07/anthropic-s-more-than-20-billion-funding-to-close-as-soon-as-next-week https://www.bloomberg.com/news/articles/2026-02-07/anthropic-s-more-than-20-billion-funding-to-close-as-soon-as-next-week"  
[X Link](https://x.com/DrNHJ/status/2020136546767458675)  2026-02-07T14:04Z [----] 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


"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


"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


"(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


"/ : 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


"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


"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


"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


"' '  (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://twitter.com/i/web/status/2021812419442749796 https://www.hankyung.com/article/2026021198671 https://twitter.com/i/web/status/2021812419442749796"  
[X Link](https://x.com/DrNHJ/status/2021812419442749796)  2026-02-12T05:03Z [----] 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/DrNHJ/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


"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


"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


"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


"(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


"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


"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


"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


"$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


"$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


"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


"JP  $VRT [---] 305"  
[X Link](https://x.com/DrNHJ/status/2021796709014323623)  2026-02-12T04:01Z [----] 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/DrNHJ/status/2022306807121912189)  2026-02-13T13:48Z [----] 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://www.digitimes.com.tw/tech/dt/n/shwnws.aspid=0000745004_XSB1PDWULVUQVA58VVFQ1&cf=A21"  
[X Link](https://x.com/DrNHJ/status/2016053606303383719)  2026-01-27T07:40Z [----] 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


"$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


"$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


"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


"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


"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


"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/DrNHJ/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/DrNHJ/status/2022093008074919992)  2026-02-12T23:38Z [----] followers, [---] engagements


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


"@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


"(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/DrNHJ/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/DrNHJ/status/2022473562150592726)  2026-02-14T00:50Z [----] followers, [----] engagements


"1.1 EUV    [-----]  ASML (EUV) (  ) (High) (NA) EUV [--] .  [---]    ( ) D   . [--]    NA EUV(  EXE:5200B)      . (R&D) NA EUV     NA EUV   .  NA EUV  EUV     NA  .  NA(0.33) 40% [----] [---]   .  [----]   .      . https://www.hankyung.com/article/2025101510251 https://www.hankyung.com/article/2025101510251"  
[X Link](https://x.com/DrNHJ/status/1978386688209760278)  2025-10-15T09:05Z [----] followers, [----] engagements


"25 [--]  Lip-Bu Tan CEO $INTC     [--] . [--]        . -  [--] CEO      . [--]   (NVIDIA)  (SoftBank Group)  Altera Mobileye     .      . -     (Secretary Loughnane)   .    R&D     .         . -        .        . -(AI)        (AI)    . AI      .    x86   . - x86   x86     AI   . x86 ISA AI      .   (NVIDIA NVLink ) .  CPU(x86)  AI   AI    . $NVDA -  (Central Engineering Group)        Central Engineering Group .  EDA    IP  ASIC    . - PC Penta Lake    SKU . (Core Ultra)  . Arrow Lake   Noble Lake   . -  AI    /   . Granite Rapids CPU    .  (TCO )    . - AI  AI (Inference) (Training)   .     Xeon AI PC Arc"  
[X Link](https://x.com/DrNHJ/status/1981474851996258624)  2025-10-23T21:36Z [----] followers, 36.8K engagements


"CNBC $TSLA [--].     ( [------] ): (2014): [--]  [--]  . SpaceX (2017): [--]  .  ( 10): " [--] ( ) [--]  ." SpaceX: [--]  : [--]  xAI: [--] [--]  [--]  .   [--] ( [---] )  Top [--]  . [--].     ( ): :  40% 25% SpaceX . ( 65% ) :  22% SpaceX ( 11%) .   :   ( 30%)  .         " ( )  "  . :     .  : " 100%        SpaceX   ." [--].   ( )  :    . '':    (Da Vinci)  . "  . ."  ( ''): "    [--]  [--]    ' '  ." " '  '   (Legacy )  ."  :   [--]     . [--]. : (Optimus)  [---] :   . :  '(Optimus)'. " ()  ."   ( [---]  [----] [--] [--] )   ' (Sustainable Abundance)'  "  
[X Link](https://x.com/DrNHJ/status/1989496429879201935)  2025-11-15T00:51Z [----] followers, [----] engagements


"Q3 FY26 10%   [--] 22% 15% 13% 11%  61% 22151311% [--] direct customer Foxconn Quanta Wistron/Wiwynn AR  23.1B Q2 27.8B Q3 33.4B NVL72   NVL72 GPU HBM NVLink   ODM  (WIP)          ODM   AI     AI      (     )   $NVDA [--].   (1)  Q3 FY26 ( 10/26/2025 ) : 57.0B (Accounts receivable): 33.4B (33391M) DSO( ): [--]  [--]      $NVDA [--].   (1)  Q3 FY26 ( 10/26/2025 ) : 57.0B (Accounts receivable): 33.4B (33391M) DSO( ): [--]  54"  
[X Link](https://x.com/DrNHJ/status/1991691800264994899)  2025-11-21T02:15Z [----] followers, [---] engagements


"251201_GS DRAM Sentiment Indicator: Nov. [----] Goldman Sachs DRAM Sentiment Indicator** Server ODM and Aspeed Revenue October server OEM (Inventec / Quanta / Wiwynn / Wistron) revenue rose +52% YoY. [----] HBM Consensus Industry and consensus estimates have both been revised upward over the past month. SK Hynixs HBM shipment growth outlook has been revised from +29% YoY +47% YoY $NVDA compared with the market consensus of +34% YoY. Our price outlook remains more conservative than the market: -14% YoY vs. market consensus of +4%. Reason: Similar to before driven by expected price declines for"  
[X Link](https://x.com/DrNHJ/status/1995281994323013730)  2025-12-01T00:01Z [----] followers, [---] engagements


"(Tempus) :   AI  [--]  $TEM Tempus AI [--] [----]        . [----] [--] [--]  (TCV) [--]    (NRR) 126% . AI          .   [----]  [----]   83% (Ambry )  30% . (Diagnostics)       111% [----] .    [----] ( 31% )    38%    . TCV  (Visibility) . [----] GSK BMY       [--]     .    (Multimodal)       . 126% (NRR)  .      .       .  (Switching costs)     .   [--] [--]    [--]  TCV     AI     . JP   (Investor Deck)  [----]      . $TEM Big Pharma Is Standardizing on Tempus: $1.1B+ in Contracted AI Data as the Oncology Foundation Model Comes Into Focus 🔥🔥🔥🔥 Tempus AI followed up the strong preliminary Q4 and FY2025 print with another"  
[X Link](https://x.com/DrNHJ/status/2010556034730086746)  2026-01-12T03:34Z [----] followers, 17.8K engagements


"Palantir($PLTR) [--]. AIP  [--]   70%        . [--] [--] [---] AIP  .  [---] [---]    . [--].       AIP .  "    .    [---]  ." .  "  .    " . AIP LLM Foundry         .        . [--].  AIP       .        .      .         .  [--] 22%  [--] [--] 12% 4% . [----] [--] [----] TCV [---]     .    TCV   .  107%  42% . [--]. AIP   .     . [--]      .     [--].   AIP        .        . [--].     .   [--]  .      . [--].    [----]    .            . [--]. NHS    Palantir         [--] [--]     .    NHS     . [--].   Palantir   .       .          . [--]. [----]  AIP        .   . [----]     [----]  . [--].       . AIP Q&A       AI  . [--]. AIP      Slack PDF   LLM    . AIP           . [--].  "  
[X Link](https://x.com/DrNHJ/status/1754693091632853110)  2024-02-06T02:26Z [----] followers, 10.1K engagements


"25 [--].  (Wiring harness) - : BizLink - : [----] TT -  : 5-10% [--]. ECU/ADAS - : Quanta - : [----] TT -  : 6% [--]. /ADAS (Charging pile/ADAS) - : Pegatron - : [----] TT -  : 9% [--]. (Chipset) - : TSMC - : [----] TT -  : 0-5% [--]. ADAS  (ADAS Camera Modules) - : Primax - : [----] TT -  : 5-10% [--]. CIS - : THEIL - : [----] TT -  : 25-30% [--].  (Gear component) - : Hota - : [----] TT -  : 25-30% [--]. (Bumper) - : Tong Yang - : [----] TT -  : 5-10% [--].  (Engine component) - : PMX - : [----] TT -  : 5% [--]. (Lens) - : Largan - : [----] TT -  : 5% [--].  (Charging Connectors) - : KS Terminals - : [----] TT -  : 5% [--]. (Connectors) - : Hu"  
[X Link](https://x.com/anyuser/status/1862677281862558022)  2024-11-30T01:57Z [----] followers, [----] engagements


"TSMC    TSMC        . TSMC      .  [--] [--]   . TSMC  (Rick Cassidy)        4% .           . TSMC [--]   [--]   [--]   . 2: [--]  [--]   [----] . 3: [--]    [----]  . TSMC      $TSM https://www.ctee.com.tw/news/20241230700079-430501 https://www.ctee.com.tw/news/20241230700079-430501"  
[X Link](https://x.com/anyuser/status/1873524085747323046)  2024-12-30T00:18Z [----] followers, 42.4K engagements


"Citi    $175 "  LLM(Local Language Model) DeepSeek R1         . DeepSeek    GPU   . Distillation    LLM  (fine-tuning)  GPU  .   AI           .  AI  $/TFLOPs( )  GPU   .  Stargate AI    .  .""  
[X Link](https://x.com/DrNHJ/status/1883819178882437510)  2025-01-27T10:07Z [----] followers, 11.5K engagements


"Bofa   DeepSeek  : [--] EPS - DeepSeek  AI  [--]    : AI AI SOX( ) SPX  /  / AI  . AI  [--]      . AI (Stargate Meta Reliance) OpenAI DeepSeek()  AI    . DeepSeek   (R1 )   AI   ( Think Tank ).  LRCX/KLAC: TSMC  AI   . INTC: PC  [----] TAM(  ) . WOLF:   . QRVO TER:  . Microsoft Meta   . DeepSeek AI   [--] [--]  DeepSeek AI   .  AI (OpenAI LLM )  R1   [--] [---]  . DeepSeek   //   . DeepSeek   AI   .  AI   .   DeepSeek R1 "(distilled)"    (: Meta Llama )  . /:  Texas Instruments(TXN)    .  [--]    AI   .   ( ) (    )   AI     . NVDA AVGO MRVL  . $NVDA"  
[X Link](https://x.com/DrNHJ/status/1883874013635858783)  2025-01-27T13:45Z [----] followers, 10.8K engagements


"ARK :      $TSLA $PLTR $HOOD"  
[X Link](https://x.com/anyuser/status/1899253574749872491)  2025-03-11T00:18Z [----] followers, 60K engagements


"J     (Elon musk)             .     .     . [----]             .    (MAKE AMERICA GREAT AGAIN)   .     $TSLA"  
[X Link](https://x.com/DrNHJ/status/1899315389819224379)  2025-03-11T04:24Z [----] followers, 13.3K engagements


"NVIDIA  H20  $NVDA [--] [--]     .        H20    .       .     .     H20   (WeChat) DeepSeek   . https://www.163.com/dy/article/JQI1OKLQ05198CJN.html https://www.163.com/dy/article/JQI1OKLQ05198CJN.html"  
[X Link](https://x.com/DrNHJ/status/1900146909995819265)  2025-03-13T11:28Z [----] followers, 16.8K engagements


"(Lutnick) [---]     -  [--] [--]  - :  -   -    -   - EU  -    -   -EU   - [--] [--]   -  -    -USMCA( )"  
[X Link](https://x.com/DrNHJ/status/1900168586364412220)  2025-03-13T12:54Z [----] followers, [----] engagements


"GTC     $NVDA CEO   GTC  (17) [--] .   (19)   AI    .  AI GB300 CPO AI   AI    Rubin  . Blackwell    Blackwell     Blackwell  [--]   .  GTC "  "   Blackwell Ultra GB300 B300  GTC   . Blackwell    .  B300    12-Hi HBM3E [--]  288GB   . B300  B200  50%  GB300 [--]  .  GB200  . AI     AI        .       "2 " .  GB300  GB200  UQD(  )  [--] . AI  Vera Rubin    GTC AI  Vera Rubin    .  [--] Rubin   [----]  AGI( )    .   GTC Rubin   [----]  Rubin Ultra   .  Rubin Ultra GPU   [--] HBM4E   576GB   .   [--]    AI    . GTC [----] AI    GTC [----]  AI    . Blackwell Ultra GB300   Vera Rubin  AI      AI    .    GTC  AI      ."  
[X Link](https://x.com/DrNHJ/status/1901130682216444076)  2025-03-16T04:37Z [----] followers, [----] engagements


"Wiwynn [--] yoy +91.22% mom +24.02% (Wistron EMS/ODM :     . Wiwynn Nvidia GB200 Grace Blackwell Superchip     hyperscale (: Meta Microsoft AWS)   . ) $NVDA https://twitter.com/i/web/status/1901523539318161425 https://twitter.com/i/web/status/1901523539318161425"  
[X Link](https://x.com/DrNHJ/status/1901523539318161425)  2025-03-17T06:38Z [----] followers, [----] engagements


"2025 [--] All-Hands $TSLA   -  [---]  . - [----]  . -   . -    . -     . - AI     ' (Sustainable Abundance)' .   -   . -      . -  . -   . -     . -       - Y [--]     [--] . -    [--]. - [--]  . -     . -    .   -       . - . - [--]    . -   [--]    . -   [---] . -  [----]  [--]   . -     .  AI  -    . -      . -     [--]  . -   90%  +  . -     . AI/ -  . - AI Cortex [--]  [--]  GPU [--]   [--] . - Dojo [--]  510% . Dojo [--] [--]  . -      . -   [--]  . -    [--] (22 DOF hand) . -   -  (brain) . -  AI    . -     . -      [--] .   -      [--]  . -    [--]     -  [----]  ( 1000012000) - [----] [--]   . -   . -       . -   .   -    . -       . -    . - :    :    ."  
[X Link](https://x.com/DrNHJ/status/1902920803110604918)  2025-03-21T03:10Z [----] followers, [----] engagements


". [----] [--] [--] (IST ) CNN          .    [---]    .  [--]      [--] [--] [--] [--] .   (Peter Navarro)  (JD Vance)          . https://www.business-standard.com/economy/news/trump-trade-talks-india-vietnam-israel-reciprocal-tariff-deadline-125040500232_1.html https://www.business-standard.com/economy/news/trump-trade-talks-india-vietnam-israel-reciprocal-tariff-deadline-125040500232_1.html"  
[X Link](https://x.com/DrNHJ/status/1908443030979568108)  2025-04-05T08:54Z [----] followers, [----] engagements


"10%  . (    [--]  .     .) @markminervini I do not support tariffs exceeding 10% which I made abundantly clear in the interview you cite @markminervini I do not support tariffs exceeding 10% which I made abundantly clear in the interview you cite"  
[X Link](https://x.com/DrNHJ/status/1909104715310489626)  2025-04-07T04:43Z [----] followers, 15.1K engagements


"(Elon musk)       (X)      .      .       34% 50%   . (    .) X  ()          .       [----]    [--]   .  (DOGE)   .           .            .            .          .   .           .    (: JD )    .  X      .        .           . https://www.washingtonpost.com/business/2025/04/07/musk-trump-tariffs/ https://www.washingtonpost.com/business/2025/04/07/musk-trump-tariffs/"  
[X Link](https://x.com/DrNHJ/status/1909400030504710349)  2025-04-08T00:16Z [----] followers, [----] engagements


"Wistron  ODM/EMS Wiwynn [--] yoy +226.74% mom +86.23% (Wistron EMS/ODM :     . Wiwynn Nvidia GB200 Grace Blackwell Superchip     hyperscale (: Meta Microsoft AWS)   . ) https://twitter.com/i/web/status/1910178797925900346 https://twitter.com/i/web/status/1910178797925900346"  
[X Link](https://x.com/DrNHJ/status/1910178797925900346)  2025-04-10T03:51Z [----] followers, [---] engagements


"AI ODM [--] : yoy +76% (USD ) Wiwynn  +214%  . $NVDA Taiwan AI Server ODM March Revenues: Up *+76%* YoY (in USD terms). Wiwynn led the pack up a whopping *+214%* YoY. DC buildout is alive and well. $MSFT $GOOG $AMZN $META $TSM $NVDA https://t.co/iUU2AKSMWU Taiwan AI Server ODM March Revenues: Up *+76%* YoY (in USD terms). Wiwynn led the pack up a whopping *+214%* YoY. DC buildout is alive and well. $MSFT $GOOG $AMZN $META $TSM $NVDA https://t.co/iUU2AKSMWU"  
[X Link](https://x.com/DrNHJ/status/1910524160666992917)  2025-04-11T02:43Z [----] followers, [---] engagements


"$PLTR " ." ( ) " Palantir  ." : HD X   ( HD        )"  
[X Link](https://x.com/anyuser/status/1910526064226656344)  2025-04-11T02:51Z [----] followers, [----] engagements


"2025 [--] [--]  (NB) SSD         (Reciprocal Tariff)   10%       .           .       . https://content.govdelivery.com/bulletins/gd/USDHSCBP-3db9e55wgt_ref=USDHSCBP_WIDGET_2 2025411()NBSSD.10% https://t.co/AABImuCyWh https://content.govdelivery.com/bulletins/gd/USDHSCBP-3db9e55wgt_ref=USDHSCBP_WIDGET_2 2025411()NBSSD.10% https://t.co/AABImuCyWh"  
[X Link](https://x.com/anyuser/status/1911024240943644868)  2025-04-12T11:50Z [----] followers, 125.6K engagements


"8471:   (: ) 8473.30:   8486:    8517.13.00: 8517.62.00:  (: ) 8523.51.00: SSD   8524:    8528.52.00: LCD (PC ) 8541.10.00: 8541.21.00:  8541.29.00:  8541.30.00:  8541.49.10 / [--] / [--] / 95:   8541.51.00:  8541.59.00:  8541.90.00:  8542: (IC) CBP         HTSUS       .       [----] [--] [--]  (NB) SSD         (Reciprocal Tariff)   10%      [----] [--] [--]  (NB) SSD         (Reciprocal Tariff)   10%"  
[X Link](https://x.com/anyuser/status/1911026715381678169)  2025-04-12T12:00Z [----] followers, [----] engagements


"2024 [--]     $PLTR ( 25.4.18)"  
[X Link](https://x.com/anyuser/status/1913932027595993427)  2025-04-20T12:25Z [----] followers, [----] engagements


"Tesla  Robotaxi    Raj Josyula    . Ashok Elluswamy   . Omead Afshar    FSD    . . Yun-Ta Tsai   .    . Elon Musk   . Srihari Sampathkumar       .  FSD  . $TSLA This is a collection of comments from Elon and employees about the Robotaxi video released by Tesla today. https://t.co/kiDMpoHn9I $TSLA This is a collection of comments from Elon and employees about the Robotaxi video released by Tesla today. https://t.co/kiDMpoHn9I"  
[X Link](https://x.com/DrNHJ/status/1915276465559736468)  2025-04-24T05:27Z [----] followers, [----] engagements


"WSJ   :       .         WSJ .   [--]    . WSJ    .       .       . Elon Musk [--]         . We are skeptical about this WSJ report on Elon Musk: The report states that "tensions had been mounting" at Tesla $TSLA when the board began looking for Elon Musk's successor. "Around that time Teslas board met with Musk for an update. Board members told him he needed to https://t.co/bwDoFd9m3M We are skeptical about this WSJ report on Elon Musk: The report states that "tensions had been mounting" at Tesla $TSLA when the board began looking for Elon Musk's successor. "Around that time Teslas board met with"  
[X Link](https://x.com/DrNHJ/status/1917752118993379813)  2025-05-01T01:25Z [----] followers, 23.1K engagements


"2022  WSJ : "WSJ         . FBI    .  FBI     .   FUD ." @heydave7 @wholemars @WSJ WSJ has run so many bs hit pieces on me and Tesla Ive lost count Its embarrassing for them frankly. They once wrote an article saying FBI was about to arrest me so I called FBI to ask whats up and they said WSJ article was total bs. Just more shortseller fud. @heydave7 @wholemars @WSJ WSJ has run so many bs hit pieces on me and Tesla Ive lost count Its embarrassing for them frankly. They once wrote an article saying FBI was about to arrest me so I called FBI to ask whats up and they said WSJ article was total"  
[X Link](https://x.com/DrNHJ/status/1917772311081673048)  2025-05-01T02:45Z [----] followers, [----] engagements


"(Bessent) "  ." "    ." "    ." "  ." " EU  ." "   ." "      ." "   [--]   ." "     ." "   ." "    ." "-    ." "      ." "-   .""  
[X Link](https://x.com/DrNHJ/status/1917905463188091119)  2025-05-01T11:34Z [----] followers, [----] engagements


"( $PLTR) Heather A. Planishek  [---]  (25.5.8) : $116.14 : 10000"  
[X Link](https://x.com/anyuser/status/1922083227516170554)  2025-05-13T00:15Z [----] followers, 12.6K engagements


"' '       (Golden Dome)   .       .  : : [---] (  ) : [----]  : [----] [--] :    :  :         : (DIA) [----]    ICBM SLBM  FOBS   https://www.cbsnews.com/news/trump-golden-dome-25-billion-dollar-missile-defense/ https://www.cbsnews.com/news/trump-golden-dome-25-billion-dollar-missile-defense/"  
[X Link](https://x.com/anyuser/status/1924976957697265809)  2025-05-20T23:54Z [----] followers, [----] engagements


"(Golden dome)"  
[X Link](https://x.com/DrNHJ/status/1924978152004301216)  2025-05-20T23:58Z [----] followers, [----] engagements


"$NVDA  $210 ''     $200 TD  $175  $170     $165 ' '  DA  $135  ''  $185  ISI ' '  $190  ''  $180  '(Overweight)'  $190 $NVDA RATINGS PILING IN NVIDIA stock price target raised to $175 at TD Cowen Mizuho raises NVIDIA stock price target to $170 cites strong revenue DA Davidson lifts NVIDIA stock target to $135 maintains neutral Jefferies maintains NVIDIA stock Buy rating with $185 target $NVDA RATINGS PILING IN NVIDIA stock price target raised to $175 at TD Cowen Mizuho raises NVIDIA stock price target to $170 cites strong revenue DA Davidson lifts NVIDIA stock target to $135 maintains neutral"  
[X Link](https://x.com/DrNHJ/status/1927975176848785480)  2025-05-29T06:27Z [----] followers, [----] engagements


"Wiwynn:    $NVDA AI    Wiwynn (NVIDIA)       CEO    . GB300      GB300 AI GPU [--]   .  CEO "Wiwynn    " .   "AI    " "AI GPU ASIC   . '   " .   AI     ' '   (forecast)  .  Wiwynn    .      AI    . CEO :      .    . AI GPU ASIC  Wiwynn  AI GPU ASIC AI     GPU  ASIC   . https://www.ctee.com.tw/news/20250530700077-430502 https://www.ctee.com.tw/news/20250530700077-430502"  
[X Link](https://x.com/DrNHJ/status/1928285185226789100)  2025-05-30T02:59Z [----] followers, [---] engagements


"$TSLA CEO (Elon Musk)         .         . [--] [--]      .         .   Tesla  (FSD)     . https://www.bloomberg.com/news/articles/2025-05-30/musk-lobbies-washington-to-clear-way-for-self-driving-carsembedded-checkout=true https://www.bloomberg.com/news/articles/2025-05-30/musk-lobbies-washington-to-clear-way-for-self-driving-carsembedded-checkout=true"  
[X Link](https://x.com/DrNHJ/status/1928602730299535499)  2025-05-31T00:01Z [----] followers, [----] engagements


"AI ODM  [--]    +108% Wiwynn: yoy +207% Wistron: yoy +181% Quanta: yoy +69% Inventec: yoy +26%  ODM AI    . AI WAITS FOR NOBODY🚀 Taiwan AI Server ODM's continue to EXPLODE through May totaling +108% YoY revenue growth (in USD terms). Wiwynn: +207% YoY Wistron: +181% YoY Quanta: +69% YoY Inventec: +26% YoY $NVDA $TSM $AMD $DELL $SMCI https://t.co/55drpOOKql AI WAITS FOR NOBODY🚀 Taiwan AI Server ODM's continue to EXPLODE through May totaling +108% YoY revenue growth (in USD terms). Wiwynn: +207% YoY Wistron: +181% YoY Quanta: +69% YoY Inventec: +26% YoY $NVDA $TSM $AMD $DELL $SMCI"  
[X Link](https://x.com/DrNHJ/status/1931979763977199958)  2025-06-09T07:40Z [----] followers, [---] engagements


"GENIUS       GENIUS        (STABLE )   [--]   GENIUS (Guiding and Establishing National Innovation for US Stablecoins Act) .       . GENIUS   : GENIUS  [--]. 100%      [--]. ( [---] )   [--].  (: Tether)   [--]. Meta Amazon        [--].        .   STABLE [--]  .    : : vs.            .  [--]      .   GENIUS  [----]  [---]   . https://cryptobriefing.com/genius-stablecoin-bill-house/ https://cryptobriefing.com/genius-stablecoin-bill-house/"  
[X Link](https://x.com/DrNHJ/status/1935090812842557771)  2025-06-17T21:42Z [----] followers, [----] engagements


".   .   ""  [--]   .  .  .   [---]   [---] .   "  
[X Link](https://x.com/anyuser/status/1940772785451946204)  2025-07-03T14:01Z [----] followers, [----] engagements


"IREN [----] [--]  $IREN       [--] EH/s AI  [----] NVIDIA Blackwell GPU  [--]  ( )  ( )    AI     CEO     [--] EH/s     NVIDIA Blackwell GPU AI     : BTC   ( )  :  (15 J/TH) 3.0c/kWh [--] EH/s : $8.27  ( ) AI  Hopper GPU  :   $2800 Blackwell GPU : B200 [----] B300 [----]  [----] NVIDIA GPU  AI /    Childress ( 750MW) : 650MW (Phase 5: 150MW ) Horizon [--] (50MW): [----] [--]    Horizon [--]   Sweetwater Sweetwater [--] (1.4GW):  [----] [--]  Sweetwater [--] (600MW):   [----]   RAISE Summit : [----] [--] [--] Canaccord Annual Growth Conference : [----] [--] 1213"  
[X Link](https://x.com/anyuser/status/1942181443683426337)  2025-07-07T11:18Z [----] followers, [----] engagements


": ' '  X  -  (Golden Dome)  X  -    X  - ' (Kuiper Project)'     [----]      X   .            . X (Starlink) (Starshield)     [--] [--]        . Reuters          X .  X [----]         .    [----] [--]       .  [--] Reuters     .    (Northrop Grumman) (Lockheed Martin) L3 (L3Harris)            :     (Rocket Lab) (Stoke Space)     (Palantir) (Anduril)          '(America Party)'            [----] [--]  (jamming)        [--]     (Michael Guetlein)   (7 [--] )    [--]  [--]  [---]                 https://www.reuters.com/business/aerospace-defense/trumps-golden-dome-looks-alternatives-musks-spacex-2025-07-22/"  
[X Link](https://x.com/DrNHJ/status/1947644571426689260)  2025-07-22T13:07Z [----] followers, [----] engagements


")          TSMC  .                  .         . AI6  2nm (SF2) [----]  . SF2  4045% TSMC N2(70% ) 18A(5055%) .    SF2 SF3 GAA(Gate-All-Around)     .  AI6 SF2     .    AI6  TSMC     .  AI   AI6    .        .          . AI6              .  TSMC        . For Elon Musk and Tesla this represents a valuable opportunity to gain real-world foundry experience at an exceptionally low cost something TSMC would never allow. It enables Tesla to enhance its chip design capabilities particularly in manufacturability while also gaining For Elon Musk and Tesla this represents a valuable opportunity to gain"  
[X Link](https://x.com/DrNHJ/status/1949939310301679709)  2025-07-28T21:05Z [----] followers, [----] engagements


"4: ( (2) ) MELI AXON HIMS () 5:  ISM PMI  ESPR () AMD  ALAB   () 6:    ()    JOBY () 7:   Celsius VST () TTD SMR KTOS PINS TEAM TWLO () 8: AI () #earnings for the week of August [--] [----] https://t.co/hLn2sKQhEY $PLTR $AMD $SMCI $HIMS $QBTS $CELH $APP $TTD $MELI $LLY $BKLB $UBER $ANET $SHOP $OSCR $AXON $SOUN $PFE $NVO $COP $BRK.B (Saturday) $ALAB $SNAP $OPEN $W $SMR $IONQ $SYM $DUOL $KTOS $DIS $XYZ $LCID $FUBO $UPST $FTNT https://t.co/lR0uMNQlsP #earnings for the week of August [--] [----] https://t.co/hLn2sKQhEY $PLTR $AMD $SMCI $HIMS $QBTS $CELH $APP $TTD $MELI $LLY $BKLB $UBER $ANET $SHOP $OSCR"  
[X Link](https://x.com/anyuser/status/1951426285600907478)  2025-08-01T23:34Z [----] followers, 12.2K engagements


"AI       . $TEM 350PB           . (Pathos) AI       .  [----] H200      .      .  AI         .         .  .   EBITDA      CEO .  .   [----]   . $TEM This quarters update just reinforces why Im so bullish on Tempus as the AI healthcare platform to watch. Theyre sitting on 350+ PB of connected clinical and molecular data real-time feeds from thousands of providers and theyre structuring it for action. The https://t.co/3B6QFSS0ek $TEM This quarters update just reinforces why Im so bullish on Tempus as the AI healthcare platform to watch. Theyre sitting on 350+ PB of connected clinical and molecular"  
[X Link](https://x.com/anyuser/status/1953807245424439567)  2025-08-08T13:15Z [----] followers, [----] engagements


"CEO Blackwell Ultra GB300     . $NVDA TSMC   . (Foxconn) (Quanta) (Wistron) (Wiwynn) ASUS GIGABYTE    . TSMC   . Blackwell Ultra   . AI   CEO AI       .  AI (AI Factory)  .    AI . AI  .     .    AI  AI    . - AI   CEO   AI     AI  . https://money.udn.com/money/story/5612/8957392 https://twitter.com/i/web/status/1959064120470511627 https://money.udn.com/money/story/5612/8957392 https://twitter.com/i/web/status/1959064120470511627"  
[X Link](https://x.com/DrNHJ/status/1959064120470511627)  2025-08-23T01:24Z [----] followers, [---] engagements


"CEO  $NVDA [--]  [--]  AI   . [--]  (CSP) (CapEx)    [----] .  AI   . AI(agentic AI) - (vision language models)     AI(physical AI)  . (reasoning) AI   : (one-shot)   AI(reasoning agentic AI)   [---] [----]   . AI(agentic AI) (enterprise adoption) : AI (hallucination)  .       . NVIDIA ASIC   . ASIC .    .    .   . (accelerated computing)  .    .  (full-stack)     AI  .    .       .       .     .      .  AI NVIDIA  .   NVIDIA    .   NVIDIA   .         .  (pre-training)  (post-training) (inference)    . NVIDIA     .    GPU ASIC . Blackwell Rubin   GPU   . CPU  .     AI(agentic AI)  KB GPU NIC .   "  
[X Link](https://x.com/DrNHJ/status/1960821680353501205)  2025-08-27T21:48Z [----] followers, 22.5K engagements


"Wistron Wiwynn Quanta [--]   $NVDA AI    Wiwynn Wistron Quanta [--]  [--]   . [--] Wiwynn [--] : [-------]     ( )  Wistron [--] : [--------]  +92.2%   Quanta [--] : [-------]  +5.3%    (18) Wiwynn: [-------]  +171.8% Wistron: [---------] Quanta: [-----]  [--]     Wiwynn  AI    [----]    Wistron AI      [--]    Quanta AI     AI   70%   NVIDIA GB200   GB300 [--]     NVIDIA Blackwell  Wistron: [--] [--]  [--]    Wiwynn: AI   Quanta: AI   GB300     https://www.ctee.com.tw/news/20250909700038-430502 https://twitter.com/i/web/status/1965246005206778093 https://www.ctee.com.tw/news/20250909700038-430502"  
[X Link](https://x.com/DrNHJ/status/1965246005206778093)  2025-09-09T02:48Z [----] followers, [---] engagements


"Wistron Wiwynn and Quanta See Surging August Revenue on Strong AI Server Demand $NVDA Driven by robust demand for AI servers Wiwynn Wistron and Quanta all posted record-breaking revenue for August and the JanuaryAugust cumulative period. August [----] Revenue Wiwynn August revenue: NT$95.979 billion Up YoY and MoM Set a new all-time monthly revenue record Wistron August revenue: NT$172.643 billion +92.2% YoY Achieved the highest-ever August revenue Quanta August revenue: NT$152.808 billion +5.3% YoY Recorded the highest-ever August revenue Cumulative Revenue (JanAug 2025) Wiwynn: NT$571.906"  
[X Link](https://x.com/DrNHJ/status/1965246279031898600)  2025-09-09T02:50Z [----] followers, [---] engagements


"AI  -  $TSLA  .  [--]   .    All-in Summit AI5      .    AI      .          . AI5  FSD  AI  .  AI       .     -   : [--] [--] [--] [--] .   [--]   [--]  [--]  FSD [--]  -   [--] : [---]       - FSD  :    .   FSD    . - EBITDA :   FSD  .      . AII-in Summit (  ) -  [--]  :   .  [----]          - : [--]   [--] [---]    AI  [--] . - AI5 AI4  [--] :   HBM /3D   . [----]     -  :   -  : [----] 2/ 1.52.5 50%      (2025/9/12 )"  
[X Link](https://x.com/anyuser/status/1966379748508172371)  2025-09-12T05:54Z [----] followers, 19.6K engagements


"(Tesla)  :   $TSLA   (Andr Thierig)        .    [--] [--]         . https://finance.sina.cn/usstock/mggd/2025-09-14/detail-infqnexf0586309.d.htmlvt=4 https://finance.sina.cn/usstock/mggd/2025-09-14/detail-infqnexf0586309.d.htmlvt=4"  
[X Link](https://x.com/DrNHJ/status/1967169485170954351)  2025-09-14T10:12Z [----] followers, [----] engagements


")     DPA $TSLA (Tesla Inc.) (Gruenheide)      DPA  (Andr Thierig) .    [--] [--]          . https://www.bloomberg.com/news/articles/2025-09-14/tesla-s-german-car-plant-boosts-production-plan-chief-tells-dpataid=68c691c107c2bb0001e1f364&utm_campaign=trueanthem&utm_content=business&utm_medium=social&utm_source=twitter (Tesla)  :   $TSLA   (Andr Thierig)        .    [--] https://www.bloomberg.com/news/articles/2025-09-14/tesla-s-german-car-plant-boosts-production-plan-chief-tells-dpataid=68c691c107c2bb0001e1f364&utm_campaign=trueanthem&utm_content=business&utm_medium=social&utm_source=twitter (Tesla)  :"  
[X Link](https://x.com/anyuser/status/1967186936961044751)  2025-09-14T11:21Z [----] followers, [----] engagements


"J.P. Morgan "Eye on the Market"  [--]. AI  AI        . AI  : [----] [--] ChatGPT  AI  S&P [---]   .  S&P [---] 75%  80%  (CAPEX) R&D 90%     : AI         .          . OpenAI-Oracle  : OpenAI Oracle  AI    .  Oracle 25%  Oracle   500% Amazon(50%) Microsoft(30%)   .     AI   .     '  '   .  Amazon Microsoft Google      . [--].   AI        .  :   10%   .    ''         .  '(anchor)'  NVIDIA     . TSMC : TSMC   . TSMC   [--]  49%  .          TSMC    .   :    .  ASML    R&D   .             ' '  . [--].   [----]      .    ' ' .  :     .     [---]     .  :   .     (buybacks).       . :              "  
[X Link](https://x.com/anyuser/status/1972156507254149304)  2025-09-28T04:28Z [----] followers, [----] engagements


"J.P. Morgan Eye on the Market report (Sept [--] 2025) [--]. The Rise of AI and Data Centers The rapid advancement of AI technologies and the resulting expansion of data centers are having a profound impact on both financial markets and the real economy. Market dominance of AI stocks: Since the launch of ChatGPT in November [----] AI-related stocks have almost single-handedly driven the rise of the S&P [---] Index. These stocks account for 75% of the S&P 500s returns 80% of earnings growth and 90% of capital expenditure (CAPEX) and R&D growth positioning themselves as the markets core driver. Data"  
[X Link](https://x.com/DrNHJ/status/1972157838954033353)  2025-09-28T04:34Z [----] followers, 21.9K engagements


"NVIDIA [---] SSD  AI $NVDA   [----]    [---]  (SSD) . AI    (NVIDIA)  . SSD GPU( )  GPU   (HBM)   . https://www.nikkei.com/article/DGXZQOUC124LU0S5A910C2000000/n_cid=SNSTW001&n_tw=1759349535 https://www.nikkei.com/article/DGXZQOUC124LU0S5A910C2000000/n_cid=SNSTW001&n_tw=1759349535"  
[X Link](https://x.com/DrNHJ/status/1973600798605971677)  2025-10-02T04:07Z [----] followers, [----] engagements


"3 [------]  +7.3%   (  443000) $TSLA [--] [------].    12.5GWh   . BREAKING: Tesla delivered [------] vehicles in Q3 +7.3% YoY and their best quarter ever. Wall Street was expecting 443k. Total Q3 production was [------] Tesla also announced they deployed an all-time high 12.5GWh of energy storage in the quarter. https://t.co/3otvG5bdzE BREAKING: Tesla delivered [------] vehicles in Q3 +7.3% YoY and their best quarter ever. Wall Street was expecting 443k. Total Q3 production was [------] Tesla also announced they deployed an all-time high 12.5GWh of energy storage in the quarter. https://t.co/3otvG5bdzE"  
[X Link](https://x.com/DrNHJ/status/1973737337340461464)  2025-10-02T13:10Z [----] followers, 10.8K engagements


"Wiwynn Ramps Up Factory Construction Amid Soaring AI Orders Strong AI server demand order visibility through [----] Production capacity still insufficient Wiwynn has seen a sharp rebound in performance and growth momentum this year driven by robust customer demand. At the groundbreaking ceremony for its new headquarters in Neihu Taipei on October [--] Chairwoman and Chief Strategy Officer (CSO) Emily Hong (Hong Li-ning) stated The entire industry is booming. Wiwynns performance this year will show significant growth compared to last year and the outlook for next year (2026) is also very"  
[X Link](https://x.com/DrNHJ/status/1973891581733450053)  2025-10-02T23:23Z [----] followers, [---] engagements


"$PLTR (Palantir Technologies Inc.)  8% .     (Anduril Industries Inc.)   .     .      .  [--]     NGC2(Next Generation Command and Control )   .  (Microsoft Corp.)  .        . https://www.bloomberg.com/news/articles/2025-10-03/palantir-rebuts-claims-of-security-flaws-after-stock-falls https://www.bloomberg.com/news/articles/2025-10-03/palantir-rebuts-claims-of-security-flaws-after-stock-falls"  
[X Link](https://x.com/anyuser/status/1974217543641612592)  2025-10-03T20:58Z [----] followers, [----] engagements


"GB300 HBM   $NVDA  CEO  " HBM " ' ' [---] " "  (AI) GB300 (005930) [--] (HBM3E) .     HBM  . [--] [--]   (CEO)    GB300  HBM3E [--]  .  CEO  HBM3E ( )  HBM3E  .       . ' '  [--] . CEO [--]  GTC [----] HBM3E [--] ' (Jensen Approved)'   .   .  CEO [--] CES2025 'HBM  '  .  ' '      .  [--] HBM4   GB300() HBM3E [--]   .   ' '  .   HBM4   . ' '  .    [--]   .  CEO  . [---] [--]    "  " .   CEO  (GPU) [--]   .    AX( )   . (DX)    IFA2025 "2030  90% AI "  . AI   AI  GPU  . https://n.news.naver.com/mnews/article/421/0008528469 https://n.news.naver.com/mnews/article/421/0008528469"  
[X Link](https://x.com/DrNHJ/status/1976059392861868282)  2025-10-08T22:57Z [----] followers, 36.4K engagements


"AI  WistronWiwynn [--]  $NVDA  AI AI   AI   AI ( )   Wistron  Wiwynn [----] [--]       .  [--]  Wistron: [--] [----] [----] Wiwynn: [----] [----]    Wistron   . AI   GB200B200GB300B300  NVIDIA GB200 B200  AI    Wistron [--]  ()  () .  GB300 B300  [--]  AI    . Wiwynn CSP  + ASIC AI  Wiwynn CSP( )       ASIC( ) AI  [--]    .       . [--] [----]  AI    AI     . [----]       .  AI   . ( ) Wistron [--] AI    Wiwynn AI      [--]   . PC  AI +  Wistron AI  PC   . [--] : [---]  : [--] [--] : [---]   [---] [--]   ( %)      (10% ) .  Inventec() AI  AI  Inventec() PC   .  AI   L6( )  [--]  NT$1762.86  5.5%    . https://www.ctee.com.tw/news/20251009700078-430502"  
[X Link](https://x.com/DrNHJ/status/1976085530430554605)  2025-10-09T00:41Z [----] followers, [----] engagements


"AI Boom Wistron and Wiwynn Post Surging Q3 Results $NVDA Driven by Semiconductor Giants and Booming AI Infrastructure Demand With leading AI semiconductor companies aggressively expanding in the market and AI infrastructure demand continuing to soar Wistron and its subsidiary Wiwynn both recorded more than double year-over-year growth in Q3 [----] once again setting new all-time quarterly highs. Cumulative consolidated revenue for the first nine months of [----] also reached record levels: Wistron: NT$1.4656 trillion Wiwynn: NT$658.2 billion Notably Wistron has already surpassed its full-year"  
[X Link](https://x.com/DrNHJ/status/1976085914599424486)  2025-10-09T00:42Z [----] followers, [---] engagements


"(MOFCOM)        .    . ( )      . MOFCOM Spokesperson on #ExportControls on #RareEarths and related items: 🔴#Chinas export controls are not export bans. Licenses will be granted for eligibleapplications. ✅All applications of compliant export for civil use can get approval so that relevant businesses https://t.co/AyTwpbEP0h MOFCOM Spokesperson on #ExportControls on #RareEarths and related items: 🔴#Chinas export controls are not export bans. Licenses will be granted for eligibleapplications. ✅All applications of compliant export for civil use can get approval so that relevant businesses"  
[X Link](https://x.com/anyuser/status/1977364482323083391)  2025-10-12T13:23Z [----] followers, 30.9K engagements


"(The Age) () (The Age)    (critical minerals) (Resource Deal)   (floor price)      .   (Department of Prime Minister Anthony Albanese)     [--] ( [--] [----] )   (Critical Minerals Strategic Reserve)   . https://www.reuters.com/world/china/australia-considering-critical-minerals-deal-with-us-age-reports-2025-10-12/utm_source=chatgpt.com         .  ()       .    https://www.reuters.com/world/china/australia-considering-critical-minerals-deal-with-us-age-reports-2025-10-12/utm_source=chatgpt.com         .  ()       "  
[X Link](https://x.com/DrNHJ/status/1977599954983239955)  2025-10-13T04:59Z [----] followers, 11K engagements


"Canaccord Genuity AI $TEM   [---] - AI          AI   . AI      . - M&A    (Ambry)    .    AI       "  
[X Link](https://x.com/anyuser/status/1980243471031308590)  2025-10-20T12:03Z [----] followers, [----] engagements


"-  27: Cadence Celestica NXP Rambus Amkor () 2729: Nvidia GTC 2829: FOMC 28: CEO GTC Sofi Corning () Visa Seagate  () 29:  Sk  ()    Mercardolibre () 30:   ECB  [--] GDP   Roblox   ()    () 31: Dominion Energy abbvie () 311: APEC #earnings for the week of October [--] [----] https://t.co/hLn2sKQhEY $META $AMZN $SOFI $UNH $MSFT $AAPL $GOOGL $PYPL $VZ $COIN $BA $UPS $CLS $CMG $ENPH $RDDT $LLY $GLW $CVS $WDC $XOM $MSTR $RKT $CVNA $RIOT $MRK $KDP $NET $OKE $NOW $CAT $CAR $BE $FI $HSBC $NXPI $SFM $CVX $BKNG https://t.co/zawZZN3ZtO #earnings for the week of October [--] [----] https://t.co/hLn2sKQhEY $META"  
[X Link](https://x.com/anyuser/status/1981870464676053039)  2025-10-24T23:48Z [----] followers, [----] engagements


"GPU [--]  [--] $NVDA https://biz.chosun.com/policy/politics/2025/10/31/EFSULWWMGBDE3AZEFNXODB5N7U/utm_source=naver&utm_medium=original&utm_campaign=biz https://biz.chosun.com/policy/politics/2025/10/31/EFSULWWMGBDE3AZEFNXODB5N7U/utm_source=naver&utm_medium=original&utm_campaign=biz"  
[X Link](https://x.com/anyuser/status/1984163825537724633)  2025-10-31T07:41Z [----] followers, 28.5K engagements


"CNBC   NVIDIA CEO ( ) $NVDA Q) (Blackwell)    A)  AI      .  .      .  AI   .         . Q)   A).  .   . Q)     .    A)      .    AI      .  H20  .     .      . Q)    () A)   .      .    .   .       .  AI      .   AI  . AI      . AI  .   (reasoning) AI(Agentic AI)  AI   . AI     AI .   AI   . [----]      GPU   .   .   [--]    .    . Q)AI   [--] . CEO      A)  [--] . [--]    . AI    . (intelligence)  .      .  .   SK  CEO  .  AI  .   . Q)  AI(Sovereign AI)   A)  AI  .    AI . Q) SK  .   A)  .  .   . SK  AI . HBM  AI  . AI  . A)    0%.  AI 95%  0%. .   . Q) GPU (6 )   A) [--] GPU .  SK   [--]  [--] . [--] GPU .     "  
[X Link](https://x.com/anyuser/status/1984814556368224349)  2025-11-02T02:47Z [----] followers, 26K engagements


"DRAM/NAND  - (Samsung) / : [----] HBM (sold out) : HBM4 [--] NVIDIA      - SK (SK hynix) / : [----] DRAM HBM NAND  (sold out) : HBM4 [----] [--] [----] CAPEX()  M15X  [--]  - (Micron) / : [----] HBM (sold out) : HBM4 [--] TSMC  HBM4e  - (SanDisk) / : NAND [----]   [----]   :    NAND [----]  - (Kioxia) / : (8TB )    [--]  : SSD  (Kitamaki) Fab2  20% NAND  🔥 Memory supercycle is here Not just HBM#SanDisk warns #NAND shortages will last past [----] with tight supply stretching into [----]. Demand past capex and product transitions driving the crunch.💡More: https://t.co/6GtHcC2tCB 🔗 https://t.co/yvZNcdIbv9 🔥 Memory supercycle"  
[X Link](https://x.com/anyuser/status/1986768655804465280)  2025-11-07T12:12Z [----] followers, 27.3K engagements


"DRAM         DDR4 DDR5 ()  .       .  DRAM (: Gb)      . (TrendForce)       .  DDR4 1Gx8 3200MT/s   [------]  [------] 7.10% . DRAM Chip Spot Prices Surpass Modules Signaling Imminent Surge In recent weeks spot prices of DDR4 and DDR5 products have been climbing due to sellers holding back. However because sellers in the spot market are releasing very limited quantities transaction volumes have https://t.co/uaF3XTxh6N DRAM Chip Spot Prices Surpass Modules Signaling Imminent Surge In recent weeks spot prices of DDR4 and DDR5 products have been climbing due to sellers holding back. However because"  
[X Link](https://x.com/anyuser/status/1988489252456570913)  2025-11-12T06:09Z [----] followers, [----] engagements


"RIP  [----] [--] [--] [----] [--] [--] RIP DEMOCRAT SHUTDOWN. Oct [--] [----] Nov [--] [----] https://t.co/rTb6PiYmqI RIP DEMOCRAT SHUTDOWN. Oct [--] [----] Nov [--] [----] https://t.co/rTb6PiYmqI"  
[X Link](https://x.com/DrNHJ/status/1988801686165680505)  2025-11-13T02:50Z [----] followers, [----] engagements


"()    $TSLA FOPLP [----] [--]    SpaceX Tesla  (Elon Musk)  ()   .   FOPLP(  Fan-Out Panel Level Packaging)    [----] [--]   . https://www.digitimes.com.tw/tech/dt/n/shwnws.aspCnlID=1&Cat=40&id=0000738068_D7I1PIQC59UUSQ9C2G1NM https://www.digitimes.com.tw/tech/dt/n/shwnws.aspCnlID=1&Cat=40&id=0000738068_D7I1PIQC59UUSQ9C2G1NM"  
[X Link](https://x.com/anyuser/status/1988820689437225461)  2025-11-13T04:06Z [----] followers, [----] engagements


""AI         (  )." ( CEO- [----] [---] ( 40B)   AI     . (Armstrong) (Haskell)       ) $GOOGL $NVDA $IREN $CIFR $TSLA @sundarpichai Its mind-blowing how much money is being spent on AI compute so fast But still many orders of magnitude to go @sundarpichai Its mind-blowing how much money is being spent on AI compute so fast But still many orders of magnitude to go"  
[X Link](https://x.com/DrNHJ/status/1989873213967651122)  2025-11-16T01:48Z [----] followers, 10.4K engagements


"Stifel ( Tesla)  '(Buy)'  [---] [---] $TSLA  (Key Takeaways) (+)   (Robotaxi)  (Bay Area)    [----]  [---]   .  [----]  (Safety driver)      . (+) FSD [--] FSD(Full Self-Driving) [--]    [----] [----] ' (reasoning capabilities)'  . AI  FSD [---]          . (-)  [----] [--]   [--]  (Pull-Forward) . [----] [--]     ( [--] [--] 2)   . (=)        [---]  Y ($39990) [--] ($36990) . Stifel      . (+) (Optimus)  CEO    . [----] [--] ' ' [--]  [----]   . [----] [---]     [----]  .  [--] [----]  [--] "" [-----]  .   (Changes to Forecasts) EBITDA  [------] EBITDA  [------] [------] [------] [------]  . [----] EBITDA [------] [------]  .  ($483 $508) [---]  (SOTP) . : [----] EBITDA 20-25 ="  
[X Link](https://x.com/anyuser/status/1990344209728164290)  2025-11-17T09:00Z [----] followers, 17.1K engagements


"X (SpaceX) [--].  (Musk-controlled) $TSLA ():  '(Twin stars)' . [--].  (Core competitors) $RKLB ():   ' 2' . $ASTS (AST ):    . $FLY ( ):     '(Alpha)' . [--].  (Starlink-related) $TMUS ():   (Dead zones) ' (Direct to Cell)' X . $QCOM (): X     . [--]. (Partners) $SATS ( ): X  (Spectrum) . $PL ( ):  (Hyperspectral)  X . $AMZN ():   . [--]. (Investors) $GOOGL (): X    . $BAC (): X  . X  👀 https://t.co/oWFc8HGd27 X  👀 https://t.co/oWFc8HGd27"  
[X Link](https://x.com/DrNHJ/status/2000385108940050461)  2025-12-15T01:59Z [----] followers, 58.4K engagements

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