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# ![@FundaBottom Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::978741625.png) @FundaBottom FundaAI

FundaAI posts on X about stocks, $mu, $mp, upside the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.

### Engagements: XXXXXX [#](/creator/twitter::978741625/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::978741625/c:line/m:interactions.svg)

- X Week XXXXXX +8.20%
- X Month XXXXXXX -XX%
- X Months XXXXXXX +602%

### Mentions: XX [#](/creator/twitter::978741625/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::978741625/c:line/m:posts_active.svg)

- X Week XX +48%
- X Month XX -XX%
- X Months XXX +82%

### Followers: XXXXX [#](/creator/twitter::978741625/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::978741625/c:line/m:followers.svg)

- X Week XXXXX +4.10%
- X Month XXXXX +22%
- X Months XXXXX +267%

### CreatorRank: XXXXXXX [#](/creator/twitter::978741625/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::978741625/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::978741625/influence)
---

**Social category influence**
[stocks](/list/stocks)  #4961 [finance](/list/finance)  XXX% [technology brands](/list/technology-brands)  XXXX% [countries](/list/countries)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [exchanges](/list/exchanges)  XXXX% [travel destinations](/list/travel-destinations)  XXXX% [currencies](/list/currencies)  XXXX%

**Social topic influence**
[stocks](/topic/stocks) 4.37%, [$mu](/topic/$mu) #109, [$mp](/topic/$mp) #85, [upside](/topic/upside) #241, [$orcl](/topic/$orcl) #71, [$crwv](/topic/$crwv) #27, [$app](/topic/$app) #5, [$wdc](/topic/$wdc) #25, [$uuuu](/topic/$uuuu) #47, [$amd](/topic/$amd) #665

**Top accounts mentioned or mentioned by**
[@accrued_int](/creator/undefined) [@nietschecapital](/creator/undefined) [@ooskomodo](/creator/undefined) [@northerngrowth8](/creator/undefined) [@techfuturistx](/creator/undefined) [@twannsworld](/creator/undefined) [@ani1864752](/creator/undefined) [@akramsrazor](/creator/undefined) [@venusinox1](/creator/undefined) [@jonahlupton](/creator/undefined) [@mfcamillus](/creator/undefined) [@aaronlwallace](/creator/undefined) [@couchinvestor](/creator/undefined) [@theinformation](/creator/undefined) [@abhiy2020](/creator/undefined) [@amvai7](/creator/undefined) [@hhuang](/creator/undefined) [@markardolei](/creator/undefined) [@reformedinv](/creator/undefined) [@dawenxi4758](/creator/undefined)

**Top assets mentioned**
[Micron Technology, Inc. (MU)](/topic/$mu) [MP Materials Corp. (MP)](/topic/$mp) [Oracle Corporation (ORCL)](/topic/$orcl) [CoreWeave, Inc. (CRWV)](/topic/$crwv) [Applovin Corporation (APP)](/topic/$app) [Western Digital Corp (WDC)](/topic/$wdc) [Energy Fuels Inc. (UUUU)](/topic/$uuuu) [Advanced Micro Devices (AMD)](/topic/$amd) [Broadcom, Inc. (AVGO)](/topic/$avgo) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Sandisk Corporation Common Stock (SNDK)](/topic/$sndk) [Datadog Inc (DDOG)](/topic/$ddog) [GitLab Inc. Class A Common Stock (GTLB)](/topic/$gtlb) [Synopsys, Inc. (SNPS)](/topic/$snps) [Cadence Design Systems Inc (CDNS)](/topic/$cdns) [Stacks (STX)](/topic/$stx) [Ramaco Resources, Inc. Common Stock (METC)](/topic/$metc) [Critical Metals Corp. Ordinary Shares (CRML)](/topic/$crml) [Perpetua Resources Corp. Common Shares (PPTA)](/topic/$ppta) [Microsoft Corp. (MSFT)](/topic/$msft) [iShares BTC Trust (IBIT)](/topic/$ibit) [Grayscale Ethereum Trust (ETHE)](/topic/$ethe) [Bloom Energy Corporation (BE)](/topic/$be) [Apple, Inc. (AAPL)](/topic/$aapl) [Intel Corporation (INTC)](/topic/$intc) [GlobalFoundries, Inc. (GFS)](/topic/$gfs) [Shopify Inc (SHOP)](/topic/$shop) [Infosys Limited (INFY)](/topic/$infy) [Witnet (WIT)](/topic/$wit) [Coldstack (CLS)](/topic/$cls) [TTM Technologies Inc (TTMI)](/topic/$ttmi) [Lumentum Holdings Inc. Common Stock (LITE)](/topic/$lite) [Coherent Inc (COHR)](/topic/$cohr) [Metadium (META)](/topic/$meta) [Roblox, Corp. (RBLX)](/topic/$rblx) [Fifth Third Bancorp (FITB)](/topic/$fitb)
### Top Social Posts [#](/creator/twitter::978741625/posts)
---
Top posts by engagements in the last XX hours

"Which rare earth and energy-related names has the U.S. government recently taken stakes in and which ones might be next $UUUU $NB $METC"  
[X Link](https://x.com/FundaBottom/status/1978535734391796072) [@FundaBottom](/creator/x/FundaBottom) 2025-10-15T18:57Z 4381 followers, 5517 engagements


"Whats the current narrative around $CRML and $PPTA and is there still upside $MP"  
[X Link](https://x.com/FundaBottom/status/1977748562982174807) [@FundaBottom](/creator/x/FundaBottom) 2025-10-13T14:49Z 4381 followers, 1963 engagements


"Sam Altmans big plan already includes $AMD $AVGO $NVDA $ORCL and $ARM. Which other companies might join and what are the probabilities and reasons $CRWV $MSFT $TSM"  
[X Link](https://x.com/FundaBottom/status/1978155000581828874) [@FundaBottom](/creator/x/FundaBottom) 2025-10-14T17:44Z 4381 followers, 1640 engagements


"$APP As we mentioned before based on our large sample survey AppLovin's e-commerce clients have increased their budgets by around XX% compared to pre-October levels. It's a steady growth - not particularly fast not particularly slow. The real ramp-up is expected at the end of the month"  
[X Link](https://x.com/FundaBottom/status/1978881162484551765) [@FundaBottom](/creator/x/FundaBottom) 2025-10-16T17:50Z 4381 followers, 12.6K engagements


"Preview $TSM: Outperforming 3Q25 on Strong AI Demand and Favorable FX Rate We Anticipate a Strong 3Q25 Earnings Beat With Gross Margins Surprising to the Upside Driven by a Rich AI/HPC Product Mix and Favorable FX Rate With 3Q25 revenue reported at NT990bn we forecast EPS of NT16.6. The Q3 gross margin is expected to reach XXXX% surpassing the high end of the 55.5%-57.5% guidance driven by favorable foreign exchange rates and a rich AI product portfolio. We forecast Q4 revenue guidance for low-to-mid single-digit QoQ growth which is above the market consensus of flat to +1% QoQ. Consequently"  
[X Link](https://x.com/FundaBottom/status/1978100023759159784) [@FundaBottom](/creator/x/FundaBottom) 2025-10-14T14:06Z 4381 followers, 2436 engagements


"We nailed TSM's revenue and gross margin predictions now it's review time. Review $TSM 3Q25: Strong Beat and Raise Driven by AI Strength Results Surpassed Expectations on Strong AI Demand and Favorable FX. The Outlook Remains Robust with the Company Raising Its 2025 CapEx Forecast and Signaling that AI-Related Demand Is Even Stronger 3Q25 Results: Beat Across the Board Revenue: NT$989.9bn (+6.0% QoQ +30.3% YoY) XXX% above consensus of NT$967.7bn. Gross Margin: XXXX% (+0.9ppt QoQ +1.7ppt YoY) beating sell-side/buy-side consensus of 57.3%/59.0%. Both revenue and GM exceeded the high end of"  
[X Link](https://x.com/FundaBottom/status/1978812657307353265) [@FundaBottom](/creator/x/FundaBottom) 2025-10-16T13:17Z 4381 followers, 1309 engagements


"What should we be looking for at $ORCL s upcoming Investor Day"  
[X Link](https://x.com/FundaBottom/status/1977810630557266285) [@FundaBottom](/creator/x/FundaBottom) 2025-10-13T18:56Z 4372 followers, 2046 engagements


"Insider traders are starting to cover their shorts"  
[X Link](https://x.com/FundaBottom/status/1978129762179493945) [@FundaBottom](/creator/x/FundaBottom) 2025-10-14T16:04Z 4331 followers, XXX engagements


"@aaronlwallace Applovin hasn't issued invitation codes in Europe yet. I think they're still figuring out how to handle GDPR but it's not a major issue. They should be able to go GA anytime now"  
[X Link](https://x.com/FundaBottom/status/1978899791473185166) [@FundaBottom](/creator/x/FundaBottom) 2025-10-16T19:04Z 4381 followers, XXX engagements


"If the U.S. has to break away from Chinas rare-earth supply and refining know-how how should investors rank stocks across the rare-earth value chainbalancing valuation and upside $MP $LYC $UUUU"  
[X Link](https://x.com/FundaBottom/status/1977082220419727714) [@FundaBottom](/creator/x/FundaBottom) 2025-10-11T18:41Z 4309 followers, 7775 engagements


"If China implements a total ban on rare earth exports is there any chance the Nasdaq could drop 50%In that scenario what stocks would go up $MP $LYC $UCU"  
[X Link](https://x.com/FundaBottom/status/1976705673380741533) [@FundaBottom](/creator/x/FundaBottom) 2025-10-10T17:45Z 4378 followers, 2471 engagements


"Shouldn't crypto be up on tariff news Whats with the pullback on $IBIT & $ETHE"  
[X Link](https://x.com/FundaBottom/status/1976726570774806585) [@FundaBottom](/creator/x/FundaBottom) 2025-10-10T19:08Z 4347 followers, XXX engagements


"$DDOG reportedly considering taking over $GTLB - seems they want to become a full stack DevSecOps vendor which I think is a good direction but seems limited synergy in the near term. $DDOG holders won't like it"  
[X Link](https://x.com/FundaBottom/status/1978984661733773787) [@FundaBottom](/creator/x/FundaBottom) 2025-10-17T00:41Z 4381 followers, 2238 engagements


"Theyve been cautious since it was at XX and now its already at XXX. $BE"  
[X Link](https://x.com/FundaBottom/status/1978218622695649316) [@FundaBottom](/creator/x/FundaBottom) 2025-10-14T21:57Z 4362 followers, 1773 engagements


"'US plans to mandate a 1:1 ratio of domestically manufactured to imported chips' - which stocks would benefit and which would get hurt $INTC $TSMC $GFS $MU $AAPL"  
[X Link](https://x.com/FundaBottom/status/1971435249327583708) [@FundaBottom](/creator/x/FundaBottom) 2025-09-26T04:42Z 4343 followers, 4013 engagements


"Insider traders are starting to cover their shorts"  
[X Link](https://x.com/FundaBottom/status/1978131402706088126) [@FundaBottom](/creator/x/FundaBottom) 2025-10-14T16:10Z 4381 followers, XXX engagements


"If the we will impose export controls on any and all critical software policy Trump mentioned goes into effect how would it impact $SNPS and $CDNS performance"  
[X Link](https://x.com/FundaBottom/status/1976756444092584063) [@FundaBottom](/creator/x/FundaBottom) 2025-10-10T21:07Z 4371 followers, 3664 engagements


"Depreciation is over X years so you need to discount that. If we assume 5-year depreciation the actual gross margin is probably 25-30%. $ORCL"  
[X Link](https://x.com/FundaBottom/status/1978879838900392077) [@FundaBottom](/creator/x/FundaBottom) 2025-10-16T17:44Z 4381 followers, 2094 engagements


"China has imposed counter-sanctions on Hanwha. Historically speaking is this a minor move or a major one And will it affect the U.S.China talks on November X Historical pattern shows Beijing prefers calibrated reversible sanctions that signal displeasure without inflicting macro-economic damage. The Hanwha move fits that pattern"  
[X Link](https://x.com/FundaBottom/status/1978126710752338043) [@FundaBottom](/creator/x/FundaBottom) 2025-10-14T15:52Z 4380 followers, XXX engagements


"Yesterday I mainly wanted to remind everyone that The Information got it wrong. Like the title says yesterday was a great opportunity for us to buy AI names. I added to my $CRWV $AMD and $MU positions yesterday and initiated a position in $ORCL. Because I felt the market shouldn't have dropped"  
[X Link](https://x.com/FundaBottom/status/1975951202501402969) [@FundaBottom](/creator/x/FundaBottom) 2025-10-08T15:47Z 4381 followers, 2528 engagements


"If the we will impose export controls on any and all critical software policy Trump mentioned goes into effect is it better to short $SNPS or $CDNS"  
[X Link](https://x.com/FundaBottom/status/1976757760617591280) [@FundaBottom](/creator/x/FundaBottom) 2025-10-10T21:12Z 4370 followers, 12.1K engagements


"$APP : Spoke with CFO(not APP) and attorney whove dealt with the SEC. In light of the multiple short-seller reports from six months ago an SEC probe is pretty routineit doesnt mean a formal investigation into the business and usually goes nowhere. The real determinant of legal risk is the FTC. This was clearly leaked by the short sellers. Frankly the SEC should be probing the short-seller free-for-all were seeing now all you need is a Substack and a Twitter account to short at will fabricate facts and forge evidence"  
[X Link](https://x.com/FundaBottom/status/1975299242895024495) [@FundaBottom](/creator/x/FundaBottom) 2025-10-06T20:36Z 4381 followers, 30.6K engagements


"Sora is bullish for HDDwhich companies should I buy $WDC $MU $SNDK $STX"  
[X Link](https://x.com/FundaBottom/status/1973411812545536121) [@FundaBottom](/creator/x/FundaBottom) 2025-10-01T15:36Z 4379 followers, 28.5K engagements


"No need to reference Wall Streets highest price targetsunder the most bullish scenario how high could $MP go"  
[X Link](https://x.com/FundaBottom/status/1978214318865776792) [@FundaBottom](/creator/x/FundaBottom) 2025-10-14T21:40Z 4380 followers, 1731 engagements


"If the Sora scales global daily video generation by 10x is that bullish for HDDs SSDs or NAND What stocks should I buy $MU $WDC $SNDK $STX"  
[X Link](https://x.com/FundaBottom/status/1973536010199032291) [@FundaBottom](/creator/x/FundaBottom) 2025-10-01T23:50Z 4379 followers, 7114 engagements


"DRAM and NAND prices are hitting new highs thanks to AI demand - which stocks should investors consider $MU $SNDK $WDC"  
[X Link](https://x.com/FundaBottom/status/1975540712541462849) [@FundaBottom](/creator/x/FundaBottom) 2025-10-07T12:36Z 4379 followers, 5068 engagements


"Which memory companies will benefit from OpenAI's Sora X and short-video app $MU $WDC"  
[X Link](https://x.com/FundaBottom/status/1973104611012780418) [@FundaBottom](/creator/x/FundaBottom) 2025-09-30T19:16Z 4379 followers, 4529 engagements


"If you think $ORCL's XX% OPM is reasonable then $CRWV is dirt cheap right now"  
[X Link](https://x.com/FundaBottom/status/1978876173431247308) [@FundaBottom](/creator/x/FundaBottom) 2025-10-16T17:30Z 4381 followers, 6439 engagements


"Whats the value of $DDOG acquiring $GTLB How might the market react"  
[X Link](https://x.com/FundaBottom/status/1978977762233708653) [@FundaBottom](/creator/x/FundaBottom) 2025-10-17T00:14Z 4381 followers, 4205 engagements


"Given Fridays U.S. market action and todays significant de-escalation of tariff risks what are the best stocks to buy on the dip Monday $AVGO $NVDA $AMD $TSMC"  
[X Link](https://x.com/FundaBottom/status/1977466444578447862) [@FundaBottom](/creator/x/FundaBottom) 2025-10-12T20:08Z 4323 followers, 1779 engagements


"How will the latest H1B policies impact tech companies' profits Which companies will be most affected $INFY $TCS $WIT #H1B"  
[X Link](https://x.com/FundaBottom/status/1969988694762463688) [@FundaBottom](/creator/x/FundaBottom) 2025-09-22T04:54Z 4375 followers, 1018 engagements


"Which stocks could this affect: US Treasury Secretary Bessent: Supply chains for critical minerals are a U.S. priority. $MP $UUUU"  
[X Link](https://x.com/FundaBottom/status/1978512428338954684) [@FundaBottom](/creator/x/FundaBottom) 2025-10-15T17:24Z 4381 followers, 1929 engagements


"$APP: Northbeams Axon data doesnt look good today. We should keep a positive outlookAppLovins ecommerce mix is rising gradually not overnight. Ecommerce advertisers typically need about two weeks to optimize campaigns. Were also not in the true peak season yet. Most Asian ecommerce advertisers just got back from vacation. The real ramp should come at the end of the month not right now. But everyones obsessing over the Northbeam data which makes me uncomfortable. Last week when Northbeam didnt release data a bunch of people even emailed asking why there was no update"  
[X Link](https://x.com/FundaBottom/status/1976349439611846835) [@FundaBottom](/creator/x/FundaBottom) 2025-10-09T18:09Z 4381 followers, 46K engagements


"If GOOGs TPU shipments end up exceeding expectations how would you rank the upside potential for these stocks: $AVGO $CLS $TTMI $LITE $COHR and Zhongji Xuchuang"  
[X Link](https://x.com/FundaBottom/status/1978147324921614616) [@FundaBottom](/creator/x/FundaBottom) 2025-10-14T17:14Z 4380 followers, 1486 engagements


"Which tech companies has the SEC probed in response to short-selling reports What were the outcomes $APP $META $RBLX"  
[X Link](https://x.com/FundaBottom/status/1975302253558091957) [@FundaBottom](/creator/x/FundaBottom) 2025-10-06T20:48Z 4376 followers, 5760 engagements


"What happened to $KRE Why is the regional banking sector selling off $FITB"  
[X Link](https://x.com/FundaBottom/status/1978900447361446007) [@FundaBottom](/creator/x/FundaBottom) 2025-10-16T19:06Z 4381 followers, XXX engagements