#  @Goldriver2020 Gold River Gold River posts on X about dram, asml, gpu, vix the most. They currently have [---------] followers and [---] posts still getting attention that total [----------] engagements in the last [--] hours. ### Engagements: [----------] [#](/creator/twitter::1119474392465956864/interactions)  - [--] Week [-------] +924% - [--] Month [-------] +2,166% - [--] Months [----------] -5.30% - [--] Year [----------] +3,785% ### Mentions: [--] [#](/creator/twitter::1119474392465956864/posts_active)  - [--] Months [--] +148% - [--] Year [--] -30% ### Followers: [---------] [#](/creator/twitter::1119474392465956864/followers)  - [--] Week [------] +0.72% - [--] Month [------] +1.70% - [--] Months [------] +6.20% - [--] Year [------] +11% ### CreatorRank: [-------] [#](/creator/twitter::1119474392465956864/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) [technology brands](/list/technology-brands) [stocks](/list/stocks) [countries](/list/countries) [currencies](/list/currencies) [cryptocurrencies](/list/cryptocurrencies) [automotive brands](/list/automotive-brands) [celebrities](/list/celebrities) [travel destinations](/list/travel-destinations) [social networks](/list/social-networks) **Social topic influence** [dram](/topic/dram), [asml](/topic/asml), [gpu](/topic/gpu), [vix](/topic/vix), [ai](/topic/ai), [nvda](/topic/nvda), [microsoft](/topic/microsoft), [fomc](/topic/fomc), [meta](/topic/meta), [stocks](/topic/stocks) #1274 **Top accounts mentioned or mentioned by** [@spacestation](/creator/undefined) [@fundstrat](/creator/undefined) [@iammarkmonroe](/creator/undefined) [@msizzy](/creator/undefined) [@massumeh18](/creator/undefined) [@rosannainvests](/creator/undefined) [@mommavestor](/creator/undefined) [@stockmarketnerd](/creator/undefined) [@rhemrajani9](/creator/undefined) [@micro2macr0](/creator/undefined) [@liathetrader](/creator/undefined) [@bofaml](/creator/undefined) [@themarketear](/creator/undefined) [@naaimofficial](/creator/undefined) [@markets](/creator/undefined) [@federalreserve](/creator/undefined) [@nvidia](/creator/undefined) [@gregip](/creator/undefined) [@tuckercarlson](/creator/undefined) [@hokumen_rasbpi](/creator/undefined) **Top assets mentioned** [Microsoft Corp. (MSFT)](/topic/microsoft) [NVIDIA Corp. (NVDA)](/topic/$nvda) [QUALCOMM, Inc. (QCOM)](/topic/qualcomm) [Alphabet Inc Class A (GOOGL)](/topic/google) [Tesla, Inc. (TSLA)](/topic/tesla) [Broadcom, Inc. (AVGO)](/topic/broadcom) [Bank of America (BAC)](/topic/bank-of-america) [Bitcoin (BTC)](/topic/bitcoin) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [DeepSeek (DEEPSEEK)](/topic/deepseek) [Taiwan Semiconductor (TSM)](/topic/$tsm) [KLA Corp (KLAC)](/topic/$klac) [IBM (IBM)](/topic/ibm) [Morgan Stanley (MS)](/topic/morgan-stanley) [Texas Instruments (TXN)](/topic/$txn) [Occidental Petroleum Corporation (OXY)](/topic/occidental-petroleum) [April (APRIL)](/topic/april) [Synopsys, Inc. (SNPS)](/topic/synopsys) [Verge (XVG)](/topic/verge) [Oracle Corporation (ORCL)](/topic/$orcl) [Reserve (RSV)](/topic/reserve) [Exxon Mobil (XOM)](/topic/$xom) [Intel Corporation (INTC)](/topic/$intc) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Apple, Inc. (AAPL)](/topic/aapl) [American Express Company (AXP)](/topic/$axp) [Mastercard, Inc. (MA)](/topic/$ma) [SAP SE (SAP)](/topic/$sap) [Coinbase Global Inc. (COIN)](/topic/coinbase) [Metadium (META)](/topic/$meta) [Advanced Micro Devices (AMD)](/topic/$amd) [Palo Alto Networks Inc (PANW)](/topic/$panw) ### Top Social Posts Top posts by engagements in the last [--] hours "9984 SBG VF217.25 SB North Star 33" [X Link](https://x.com/Goldriver2020/status/1456226961198440453) 2021-11-04T11:48Z 32K followers, [--] engagements "9984 SBG New Enterprise Associates VF" [X Link](https://x.com/Goldriver2020/status/1456227798696140801) 2021-11-04T11:52Z 32K followers, [--] engagements "A B JPY 150bn in up to [--] year remaining until maturity JGBs JPY 500bn in 1-3 year JGBs JPY 575bn in 3-5 year JGBs JPY 300bn in 5-10 year JGBs JPY 300bn in 10-25 year JGBs" [X Link](https://x.com/Goldriver2020/status/1611205740953497601) 2023-01-06T03:39Z 35.3K followers, [--] engagements "GPU AI 8090%" [X Link](https://x.com/Goldriver2020/status/1665406116342247426) 2023-06-04T17:12Z 31.1K followers, [--] engagements "Misery Index [----] CPI [--] 20" [X Link](https://x.com/Goldriver2020/status/1673646135280553986) 2023-06-27T10:55Z 28.7K followers, [--] engagements "10 - [--] 2023/03/08 -1.082% 06/26-1.025% 06/27-0.991% 06/28-1.000% 06/29-1.021%" [X Link](https://x.com/Goldriver2020/status/1674579972634312704) 2023-06-30T00:45Z 26K followers, [--] engagements "CPI ISM 9+1.0% ISM3 1998" [X Link](https://x.com/Goldriver2020/status/1678199024602562561) 2023-07-10T00:26Z 28.7K followers, [--] engagements "10 3.837% [--] Breakeven Inflation2.35% 08/03-1.21% 11/09-1.20% 07/18 1.56% 07/19 1.53% 07/20 1.50% 07/21 1.49%" [X Link](https://x.com/Goldriver2020/status/1682559166102241280) 2023-07-22T01:12Z 26K followers, [--] engagements "TSMC TSMCNvidia Nvidia" [X Link](https://x.com/Goldriver2020/status/1682706648639631367) 2023-07-22T10:58Z 31.1K followers, [--] engagements "VISA Visa $V: 51% Taiwan Semiconductor $TSM: 43% Texas Instruments $TXN: 43% Broadcom $AVGO: 34% Microsoft $MSFT: 34% KLA Corp $KLAC: 32% Qualcomm $QCOM: 29%" [X Link](https://x.com/Goldriver2020/status/1686926610258399232) 2023-08-03T02:27Z 28.7K followers, [--] engagements "8 Apple: 46% Bank of America: 9% American Express: 7% Coca-Cola: 7% Chevron: 6% Occidental Petroleum: 4% Kraft Heinz: 3% Moodys: 2%" [X Link](https://x.com/Goldriver2020/status/1688060858747019264) 2023-08-06T05:34Z 26.9K followers, [--] engagements "10 U.S. Bancorp Bank of New York Mellon Corp. State Street Corp. Trust Financial Corp" [X Link](https://x.com/Goldriver2020/status/1688777998009556992) 2023-08-08T05:03Z 32K followers, [--] engagements "1960 CPI + - 10" [X Link](https://x.com/Goldriver2020/status/1690018730875760640) 2023-08-11T15:13Z 28.7K followers, [--] engagements "iShares 20+ Treasury Bond ETF $1.8 Billion was withdrawn from the iShares 20+ Year Treasury Bond ETF $TLT last week the largest weekly outflow since March [----] https://t.co/usrghvesfo $1.8 Billion was withdrawn from the iShares 20+ Year Treasury Bond ETF $TLT last week the largest weekly outflow since March [----] https://t.co/usrghvesfo" [X Link](https://x.com/Goldriver2020/status/1691331419484880898) 2023-08-15T06:10Z 31.1K followers, 10.7K engagements "Bank of America Chief Strategist S&P [---] 4200" [X Link](https://x.com/Goldriver2020/status/1692807706581856415) 2023-08-19T07:56Z 28.7K followers, [--] engagements "Bank of America Chief Strategist [--] 2020" [X Link](https://x.com/Goldriver2020/status/1693104130167124040) 2023-08-20T03:34Z 28.7K followers, [--] engagements "JP PCE CPI [--] Fed2024" [X Link](https://x.com/Goldriver2020/status/1694165482906230968) 2023-08-23T01:51Z 28.7K followers, [--] engagements "FT 2024AI H100 [-------] [--] AI 2024" [X Link](https://x.com/Goldriver2020/status/1694300749545787553) 2023-08-23T10:49Z 27.1K followers, 90.3K engagements "4QPCE [---] 1000.2" [X Link](https://x.com/Goldriver2020/status/1695057127180554567) 2023-08-25T12:54Z 25.9K followers, [--] engagements "CoWoS TSMC CoWoS UMC [--] 3000/ 1/" [X Link](https://x.com/Goldriver2020/status/1695413731692568852) 2023-08-26T12:31Z 28.8K followers, [--] engagements "TSMC CoWoS TSMC UMC Amkor SPIL" [X Link](https://x.com/Goldriver2020/status/1695414878574649469) 2023-08-26T12:36Z 28.7K followers, [----] engagements "AI GPU 95% 2030+23% CAGR" [X Link](https://x.com/Goldriver2020/status/1695468871971742046) 2023-08-26T16:10Z 28.7K followers, [----] engagements "VM VMware Private AI Foundation with NVIDIA AI AI AIAI" [X Link](https://x.com/Goldriver2020/status/1695665968704590091) 2023-08-27T05:14Z 28.7K followers, [----] engagements "iPhone [--] [--] iPhone [--] [----] iPhone [------] 15%" [X Link](https://x.com/Goldriver2020/status/1696003059669999865) 2023-08-28T03:33Z 28.8K followers, [----] engagements "1 H100 GPU Dojo [--] Intel NVIDIA H100 GPU" [X Link](https://x.com/Goldriver2020/status/1696548786406141964) 2023-08-29T15:42Z 27.1K followers, [--] engagements "TSMC [----] 2nm GAANA EUV AI CoWoS" [X Link](https://x.com/Goldriver2020/status/1696703161262862792) 2023-08-30T01:55Z 27.6K followers, [----] engagements "ONTO AI HBM CoWoS [--] [--] ONTO1" [X Link](https://x.com/Goldriver2020/status/1696714491428556872) 2023-08-30T02:40Z 25.9K followers, 15K engagements "Nanometrics Rudolph Technologies 2019" [X Link](https://x.com/Goldriver2020/status/1696715692073181687) 2023-08-30T02:45Z 25.9K followers, [----] engagements "UMC ASE CoWoS NVDATSMC NVDAGPU UMC 2" [X Link](https://x.com/Goldriver2020/status/1697072277324763480) 2023-08-31T02:22Z 28.7K followers, [----] engagements "TSMC [--] Apple Qualcomm AMD Broadcom Nvidia AI 2" [X Link](https://x.com/Goldriver2020/status/1697442133610000544) 2023-09-01T02:51Z 31.3K followers, [--] engagements "iPhone Apple" [X Link](https://x.com/Goldriver2020/status/1699749067868549225) 2023-09-07T11:38Z 28.7K followers, [--] engagements "ASML High-NA EUV 13440/" [X Link](https://x.com/Goldriver2020/status/1699798482406846631) 2023-09-07T14:55Z 28.8K followers, 16.2K engagements "12.3% 3.0% 2" [X Link](https://x.com/Goldriver2020/status/1701104290646139180) 2023-09-11T05:24Z 28.7K followers, [--] engagements "Bank of America global fund manager survey Fed 60% 847%79% 38%2024 36%Q2 33% 47%" [X Link](https://x.com/Goldriver2020/status/1701592747000656316) 2023-09-12T13:44Z 28.8K followers, [----] engagements "Bank of America fund manager survey 2022/8" [X Link](https://x.com/Goldriver2020/status/1701676239193530494) 2023-09-12T19:16Z 27.1K followers, [----] engagements "10 4.281% [--] Breakeven Inflation2.34% 08/03-1.21% 11/09-1.20% 09/081.93% 09/111.94% 09/121.94%" [X Link](https://x.com/Goldriver2020/status/1701705228746436612) 2023-09-12T21:11Z 28.7K followers, [---] engagements "CBRE Group Inc. CBRE Coldwell Banker Richard Ellis / 2021" [X Link](https://x.com/Goldriver2020/status/1702224014901739837) 2023-09-14T07:33Z 32K followers, [--] engagements "11 FOMC 61.0% No More Rate Hikes Post PPI: the odds of no Fed hike in Sept. and no Fed hike in Nov. are 61% the highest level in last month. https://t.co/c7BcTkumrI No More Rate Hikes Post PPI: the odds of no Fed hike in Sept. and no Fed hike in Nov. are 61% the highest level in last month. https://t.co/c7BcTkumrI" [X Link](https://x.com/Goldriver2020/status/1702372762030063789) 2023-09-14T17:24Z 31K followers, [----] engagements "IPO NYU 34" [X Link](https://x.com/Goldriver2020/status/1703159675947299300) 2023-09-16T21:31Z 28.7K followers, [--] engagements "iShares [--] Year Treasury Bond ETF [--] 47%" [X Link](https://x.com/Goldriver2020/status/1705167054385684514) 2023-09-22T10:28Z 31.2K followers, [--] engagements "iShares [--] Year Treasury Bond ETF 2020/3180 2023/990 BREAKING: Bond tracking ETF $TLT falls below $90 for the first time since April [----]. The 10-year note yield is now trading above 4.50% for the first time since [----]. The 2-year note yield is now up a massive [---] basis points since September [----]. Treasury yields are hitting https://t.co/RcHkFKdZ8e BREAKING: Bond tracking ETF $TLT falls below $90 for the first time since April [----]. The 10-year note yield is now trading above 4.50% for the first time since [----]. The 2-year note yield is now up a massive [---] basis points since September" [X Link](https://x.com/Goldriver2020/status/1706320021209706735) 2023-09-25T14:49Z 31.5K followers, [----] engagements "iShares [--] Plus Year Treasury Bond ETFTLT [--] [----] BOA 2024" [X Link](https://x.com/Goldriver2020/status/1710978575283986769) 2023-10-08T11:20Z 31K followers, [--] engagements "TLTiShares [--] Plus Year Treasury Bond ETF SPYSPDR S&P [---] ETF Trust TLT SPY 20" [X Link](https://x.com/Goldriver2020/status/1711722608054702560) 2023-10-10T12:37Z 31.1K followers, [--] engagements "iShares [--] Plus Year Treasury Bond ETFTLT TLTSPY TLT TLT" [X Link](https://x.com/Goldriver2020/status/1713468124438389005) 2023-10-15T08:13Z 31.1K followers, [--] engagements "Fund Manager Survey [--] 2022/9" [X Link](https://x.com/Goldriver2020/status/1714622028509327413) 2023-10-18T12:38Z 25.9K followers, 17.3K engagements "ASML Q346% NVIDIA" [X Link](https://x.com/Goldriver2020/status/1714623612823736705) 2023-10-18T12:45Z 25.9K followers, 12.3K engagements "ASML [----] 2023" [X Link](https://x.com/Goldriver2020/status/1714647358087024954) 2023-10-18T14:19Z 25.9K followers, 27K engagements "iShares 20+ Year Treasury Bond ETF -50.75%" [X Link](https://x.com/Goldriver2020/status/1715018447736963113) 2023-10-19T14:53Z 31.2K followers, [--] engagements "iShares [--] Plus Year Treasury Bond ETF" [X Link](https://x.com/Goldriver2020/status/1715371301035225515) 2023-10-20T14:16Z 31.2K followers, [--] engagements "Goldman Sachs Prime Desk" [X Link](https://x.com/Goldriver2020/status/1716001472167690384) 2023-10-22T08:00Z 25.9K followers, 75.7K engagements "Russell [----] Health Care Index / S&P 500" [X Link](https://x.com/Goldriver2020/status/1716659191371399524) 2023-10-24T03:33Z 25.9K followers, [----] engagements "GDP Q2+2.1% Q3+4.5% Q3+4.9%" [X Link](https://x.com/Goldriver2020/status/1717554213545472186) 2023-10-26T14:50Z 25.9K followers, [----] engagements "Q3 GDP4.9% Fed PCE Fed" [X Link](https://x.com/Goldriver2020/status/1717573478596190527) 2023-10-26T16:06Z 25.9K followers, [----] engagements "AI NvidiaGoogleSalesforceMicrosoft Microsoft OpenAI [---] AI" [X Link](https://x.com/Goldriver2020/status/1717975804125262320) 2023-10-27T18:45Z 25.9K followers, [----] engagements "Equity Risk PremiumERP [----] 10/27 1/17.04.845%1.037%" [X Link](https://x.com/Goldriver2020/status/1718224446866256073) 2023-10-28T11:13Z 25.9K followers, [----] engagements "iShares [--] Plus Year Treasury Bond ETF" [X Link](https://x.com/Goldriver2020/status/1720067665153454251) 2023-11-02T13:17Z 31.1K followers, [--] engagements "79 [-----] -0.7% y/y [-----] [----] % iPhone [-----] +2.8% y/y Mac [----] -33.8% iPad [----] -10.2% Watch [----] -3.4% Service [-----] +16.3%" [X Link](https://x.com/Goldriver2020/status/1720331298240385239) 2023-11-03T06:45Z 26K followers, [----] engagements "1012 CFO iPhone1 CEO iPhone Q iPhone [--] Pro/ Pro Max Q" [X Link](https://x.com/Goldriver2020/status/1720353414650253571) 2023-11-03T08:13Z 26K followers, [----] engagements "Sahm Recession Rule 3.9% [--] [--] 50bp" [X Link](https://x.com/Goldriver2020/status/1720942567272181851) 2023-11-04T23:14Z 26.2K followers, [----] engagements "Bank of America Chief Strategist 5% 2024" [X Link](https://x.com/Goldriver2020/status/1721202756550025585) 2023-11-05T16:28Z 26.2K followers, [----] engagements "EDAElectronic Design Automation EDA 387% [--] AMZN / GOOGL / MSFT EDA 68%" [X Link](https://x.com/Goldriver2020/status/1721559749010022630) 2023-11-06T16:06Z 26.2K followers, [----] engagements "Synopsys EDA IP EDA2 EDA Synopsys" [X Link](https://x.com/Goldriver2020/status/1721561389024817382) 2023-11-06T16:13Z 26.2K followers, [----] engagements "CTA [---] Goldman Sachs" [X Link](https://x.com/Goldriver2020/status/1723304765990605275) 2023-11-11T11:40Z 26.3K followers, 16K engagements "TSMC NvidiaAppleAMDBroadcomMarvell CoWoS [--] [-----] CoWoS2" [X Link](https://x.com/Goldriver2020/status/1724053592447848897) 2023-11-13T13:16Z 26.4K followers, [----] engagements "LongNVDA ShortAMD AI1 [--] L/S" [X Link](https://x.com/Goldriver2020/status/1724998042812916048) 2023-11-16T03:49Z 26.7K followers, [----] engagements "OpenAI OpenAI" [X Link](https://x.com/Goldriver2020/status/1725674875099242840) 2023-11-18T00:38Z 26.6K followers, 33.3K engagements "CTA [--] CTA700 [--] [----] Goldman Sachs" [X Link](https://x.com/Goldriver2020/status/1725937950150811924) 2023-11-18T18:04Z 26.6K followers, [----] engagements "EPSP/E META GOOGL NVDA Tencent ($700) TSLA SHOP TTD CDNS SNPS" [X Link](https://x.com/Goldriver2020/status/1726259009970446532) 2023-11-19T15:19Z 26.6K followers, [----] engagements "AI OpenAICEO OpenAI Greg Brockman Microsoft CEO OpenAI TwitchCEO" [X Link](https://x.com/Goldriver2020/status/1726532062239469849) 2023-11-20T09:24Z 26.6K followers, [----] engagements "OpenAI CEO Emmett Shear" [X Link](https://x.com/Goldriver2020/status/1726574134619246719) 2023-11-20T12:12Z 26.6K followers, [----] engagements "OpenAI [---] OpenAI700 70%+ 1000" [X Link](https://x.com/Goldriver2020/status/1726608122079588725) 2023-11-20T14:27Z 25.9K followers, 14.5K engagements "1 Sam Altman Greg Brockman AI OpenAI [---] [--] OpenAI 85% MSFT 700" [X Link](https://x.com/Goldriver2020/status/1726911637494641044) 2023-11-21T10:33Z 26.6K followers, [---] engagements "OpenAI OpenAI Microsoft" [X Link](https://x.com/Goldriver2020/status/1726943401680281736) 2023-11-21T12:39Z 26.6K followers, [----] engagements "2023/9/3012 30%" [X Link](https://x.com/Goldriver2020/status/1726968204466287068) 2023-11-21T14:18Z 26.6K followers, [----] engagements "11/20 [--------] kabtan" [X Link](https://x.com/Goldriver2020/status/1727008626857132312) 2023-11-21T16:58Z 27.6K followers, [----] engagements "ASML NXP ASML 14" [X Link](https://x.com/Goldriver2020/status/1727268340442579394) 2023-11-22T10:10Z 26.7K followers, [----] engagements "LongNVDA ShortAMD AI1 [--] L/S" [X Link](https://x.com/Goldriver2020/status/1728249365972795698) 2023-11-25T03:08Z 26.7K followers, [----] engagements "TOPIX 202413% [----] Goldman Sachs" [X Link](https://x.com/Goldriver2020/status/1728441497954246743) 2023-11-25T15:52Z 26.8K followers, [----] engagements "AI GPU 350/ GPU 1GPU 13% LLM [--] 48GPU" [X Link](https://x.com/Goldriver2020/status/1728982088706400304) 2023-11-27T03:40Z 26.9K followers, 23.8K engagements "AI NVDA AI NVDA GPU AI" [X Link](https://x.com/Goldriver2020/status/1729045362466509065) 2023-11-27T07:51Z 26.9K followers, [----] engagements "Investment Outlook 50PMI12/8" [X Link](https://x.com/Goldriver2020/status/1729155351856189548) 2023-11-27T15:08Z 26.9K followers, [----] engagements "Investment Outlook Fed funds rate PCEfor longer 84%4%2%1970" [X Link](https://x.com/Goldriver2020/status/1729157401440567451) 2023-11-27T15:17Z 26.9K followers, [---] engagements "ASML Cymer EUV SMT EUV" [X Link](https://x.com/Goldriver2020/status/1729494126734016771) 2023-11-28T13:35Z 27.1K followers, [----] engagements "DRAM [--] [--] DRAM" [X Link](https://x.com/Goldriver2020/status/1729822922724806902) 2023-11-29T11:21Z 27.1K followers, [----] engagements "NVDA H100 by Omdia Q328% 927% 2METAMSFT GPU MSFT CEOQ GPUGPU Azure1" [X Link](https://x.com/Goldriver2020/status/1730051848546238879) 2023-11-30T02:31Z 27.1K followers, 11.3K engagements "iShares Russell [----] ETF [---] 82" [X Link](https://x.com/Goldriver2020/status/1730173682268672321) 2023-11-30T10:35Z 31.1K followers, [--] engagements "PMI [------] [------] [------] PANTHEON" [X Link](https://x.com/Goldriver2020/status/1730266791090516229) 2023-11-30T16:45Z 27.1K followers, [----] engagements "IWMiShares Russell [----] ETF 12/1+2.92%" [X Link](https://x.com/Goldriver2020/status/1730867033397715192) 2023-12-02T08:30Z 31.1K followers, [----] engagements "GPU [--] CPU Nvidia GPU 10CPU [----] CPU GPU" [X Link](https://x.com/Goldriver2020/status/1731197945968722286) 2023-12-03T06:25Z 27.1K followers, [----] engagements "H100 A100 GPU 52" [X Link](https://x.com/Goldriver2020/status/1732234400086274513) 2023-12-06T03:03Z 27.2K followers, 25.9K engagements "iShares [--] Plus Year Treasury Bond ETF 615% 9/1" [X Link](https://x.com/Goldriver2020/status/1732407254920610010) 2023-12-06T14:30Z 34.5K followers, [--] engagements "TSMC 5nm6nm 3DSoIC AMDMI300 AI AMD40 NVDA TSMCCoWoS 40%" [X Link](https://x.com/Goldriver2020/status/1732604248649777555) 2023-12-07T03:33Z 27.2K followers, [----] engagements "iShares Russell [----] ETF" [X Link](https://x.com/Goldriver2020/status/1732607872746541372) 2023-12-07T03:48Z 31.1K followers, [--] engagements "AMD MI300 NVDA MI300 [----] NVDA H100 1.62.4" [X Link](https://x.com/Goldriver2020/status/1732610230339690699) 2023-12-07T03:57Z 27.2K followers, [----] engagements "VIX Non-Commercial 2023/12/5 [-----] [----] VIX 12/0512.85 12/0812.35" [X Link](https://x.com/Goldriver2020/status/1733364246774526275) 2023-12-09T05:53Z 27.3K followers, [---] engagements "Bank of America Chief Strategist [--] 3%" [X Link](https://x.com/Goldriver2020/status/1733403864953708660) 2023-12-09T08:31Z 27.3K followers, 15.7K engagements "911 [-----] +5% y/y [-----] [----] 48+25% y/y+30% [--] [--] -8.8%" [X Link](https://x.com/Goldriver2020/status/1734494267866030539) 2023-12-12T08:43Z 27.5K followers, [----] engagements "OCI (Oracle Cloud Infrastructure) [--] [--] 150" [X Link](https://x.com/Goldriver2020/status/1734904584487989459) 2023-12-13T11:54Z 27.5K followers, [----] engagements "20202021 [--] ASML [--] 242nm" [X Link](https://x.com/Goldriver2020/status/1734912793072345272) 2023-12-13T12:26Z 27.5K followers, [----] engagements "ASML 100% ASML 79-71% y/y" [X Link](https://x.com/Goldriver2020/status/1734914193990832443) 2023-12-13T12:32Z 27.5K followers, [----] engagements "TSMC TSMCN3 ARMCPUAMD Intel Intel AI CPU PC" [X Link](https://x.com/Goldriver2020/status/1737047787857117612) 2023-12-19T09:50Z 28.8K followers, [----] engagements "Fund Manager Survey 2024" [X Link](https://x.com/Goldriver2020/status/1737490857182347575) 2023-12-20T15:11Z 27.6K followers, [----] engagements "CPI [----] 104.6% 114.4% 113.9%" [X Link](https://x.com/Goldriver2020/status/1737510360826220547) 2023-12-20T16:28Z 27.6K followers, [----] engagements "911 [----] +15.7% y/y [---] -0.7% [-----] -23.9% [---] [----] +43.5% y/y [---] 13.0%Non-GAAP [----] -4.9%" [X Link](https://x.com/Goldriver2020/status/1737670564985332075) 2023-12-21T03:05Z 27.6K followers, [----] engagements "Grace Hopper GH200 / H200 HBM3E [----] [----] HBM DRAM" [X Link](https://x.com/Goldriver2020/status/1737672891607724536) 2023-12-21T03:14Z 27.6K followers, [----] engagements "John Templeton Bull markets are born on pessimism grown on skepticism mature on optimism and die on euphoria. the time of maximum optimism is the best time to sell" [X Link](https://x.com/Goldriver2020/status/1737684029401702708) 2023-12-21T03:58Z 27.6K followers, [----] engagements "iShares [--] Plus Year Treasury Bond ETF 7" [X Link](https://x.com/Goldriver2020/status/1737754787855384986) 2023-12-21T08:40Z 27.6K followers, [----] engagements "2 Winbond 2.5D3D 2024Q4 Winbond CUBE DRAM" [X Link](https://x.com/Goldriver2020/status/1737758990615163107) 2023-12-21T08:56Z 28.7K followers, [----] engagements "ASML NA EUV [--] 20262027" [X Link](https://x.com/Goldriver2020/status/1738163738388357303) 2023-12-22T11:45Z 27.6K followers, [----] engagements "120 2024/12/20 500" [X Link](https://x.com/Goldriver2020/status/1738614956994740724) 2023-12-23T17:38Z 27.6K followers, 39.8K engagements "DRAM [----] [-----] PC" [X Link](https://x.com/Goldriver2020/status/1739040564925051134) 2023-12-24T21:49Z 27.7K followers, [----] engagements "DRAM [--] / PC/" [X Link](https://x.com/Goldriver2020/status/1739043233844666484) 2023-12-24T21:59Z 27.7K followers, [----] engagements "TSMCN3P N3P MediaTekAMDNvidiaQualcommIntel N3P2024 TSMCFSD Rumor: Tesla has joined a growing number of clients for TSMCs N3P production process media report quoting unnamed supply chain sources that say new tape-outs for N3P include MediaTek AMD Nvidia Qualcomm Intel others. N3P is expected to be in mass production in the 2nd Rumor: Tesla has joined a growing number of clients for TSMCs N3P production process media report quoting unnamed supply chain sources that say new tape-outs for N3P include MediaTek AMD Nvidia Qualcomm Intel others. N3P is expected to be in mass production in the 2nd" [X Link](https://x.com/Goldriver2020/status/1740016153786011889) 2023-12-27T14:25Z 28.8K followers, [----] engagements "2024 49% TURKEY RAISES MINIMUM WAGE BY 49% FOR [----] TURKEY RAISES MINIMUM WAGE BY 49% FOR 2024" [X Link](https://x.com/anyuser/status/1740168105828274373) 2023-12-28T00:29Z [--] followers, [----] engagements "CPI 09+61.53% 10+61.36% 11+61.98%" [X Link](https://x.com/Goldriver2020/status/1740178006008836592) 2023-12-28T01:09Z 26K followers, [----] engagements "Please dont scream at me Im just asking. In Europe (Germany Sweden etc.) we have immigration into generous social systems with immigrants getting decent living without need to work. Is rampant immigration in the US bad or good thing given millions of open jobs https://t.co/866l31wzGA Please dont scream at me Im just asking. In Europe (Germany Sweden etc.) we have immigration into generous social systems with immigrants getting decent living without need to work. Is rampant immigration in the US bad or good thing given millions of open jobs https://t.co/866l31wzGA" [X Link](https://x.com/anyuser/status/1740764039205232757) 2023-12-29T15:57Z [--] followers, [----] engagements "Elon MuskAmazing Biden admin threatens lawsuit against Texas if state arrests and deport migrants https://t.co/vNZw27CPF8 https://t.co/WATHrIbT9r Biden admin threatens lawsuit against Texas if state arrests and deport migrants https://t.co/vNZw27CPF8 https://t.co/WATHrIbT9r" [X Link](https://x.com/Goldriver2020/status/1740776976527602025) 2023-12-29T16:49Z 28.7K followers, [---] engagements "2018/10 One company that is not mentioned enough on here is $EL.PA the 82B Eyewear & Eyecare Powerhouse. EssilorLuxottica is completely vertically integrated which means they cover every single step of the value creation process - from product development and manufacturing to https://t.co/mNJJkSaJIi One company that is not mentioned enough on here is $EL.PA the 82B Eyewear & Eyecare Powerhouse. EssilorLuxottica is completely vertically integrated which means they cover every single step of the value creation process - from product development and manufacturing to https://t.co/mNJJkSaJIi" [X Link](https://x.com/Goldriver2020/status/1741151857857487315) 2023-12-30T17:38Z 28.7K followers, [----] engagements ""A mistake that people often make is they compare themselves with others who are making more money than they are and conclude that they should emulate the others actions.after theyve worked. This is the herd behavior that so often gets them into trouble." Howard Marks "A mistake that people often make is they compare themselves with others who are making more money than they are and conclude that they should emulate the others actions.after theyve worked. This is the herd behavior that so often gets them into trouble." Howard Marks" [X Link](https://x.com/Goldriver2020/status/1741524518815084900) 2023-12-31T18:19Z 27.6K followers, 20.1K engagements "202316% S&P 50026% [----] [----] Apple55% Chevron13%" [X Link](https://x.com/anyuser/status/1741758986230309365) 2024-01-01T09:51Z [--] followers, [---] engagements "F43 F43 94km19.7km4.5m https://t.co/yA3ps4fobD https://t.co/Itq216n5NF F43 94km19.7km4.5m https://t.co/yA3ps4fobD https://t.co/Itq216n5NF" [X Link](https://x.com/Goldriver2020/status/1741814115608518926) 2024-01-01T13:30Z 25.9K followers, [----] engagements "6 A magnitude [---] earthquake hit Ishikawa Prefecture Japan on New Years Day" [X Link](https://x.com/anyuser/status/1742030273062330843) 2024-01-02T03:49Z [--] followers, [---] engagements "ASML ASML canceled shipments of some of its machines to China at the request of the US weeks before export bans on the chipmaking equipment came into effect https://t.co/3e6q7MbWVU ASML canceled shipments of some of its machines to China at the request of the US weeks before export bans on the chipmaking equipment came into effect https://t.co/3e6q7MbWVU" [X Link](https://x.com/Goldriver2020/status/1742034432419393897) 2024-01-02T04:05Z 28.7K followers, [----] engagements "DRAM DRAMQ115%20% 2023NAND DRAM [----] Samsung and Micron notified memory module makers that DRAM chip prices will rise 15%-20% in the 1st quarter (now) media report citing unnamed module makers and adding that price hikes will likely continue throughout [----] as NAND memory prices took off in the 2nd-half of [----] Samsung and Micron notified memory module makers that DRAM chip prices will rise 15%-20% in the 1st quarter (now) media report citing unnamed module makers and adding that price hikes will likely continue throughout [----] as NAND memory prices took off in the 2nd-half of 2023" [X Link](https://x.com/Goldriver2020/status/1742574600700260571) 2024-01-03T15:52Z 28.7K followers, [----] engagements "Russell [----] ETF" [X Link](https://x.com/Goldriver2020/status/1743053565579669637) 2024-01-04T23:35Z 27.1K followers, [---] engagements "10 3.997% [--] Breakeven Inflation2.21% 1/021.73% 1/031.71% 1/041.79%" [X Link](https://x.com/anyuser/status/1743074770508501479) 2024-01-05T00:59Z [--] followers, [----] engagements "PC HPDellAcerASUS [--] Notebook PC component makers do not share the optimism of clients like HP Dell Acer ASUS for a better [----] media report saying component makers have seen no significant recovery so far despite that inventories across the supply chain have returned to pre-pandemic levels of Notebook PC component makers do not share the optimism of clients like HP Dell Acer ASUS for a better [----] media report saying component makers have seen no significant recovery so far despite that inventories across the supply chain have returned to pre-pandemic levels of" [X Link](https://x.com/Goldriver2020/status/1743260828118421687) 2024-01-05T13:19Z 28.8K followers, [----] engagements "10 4.051% [--] Breakeven Inflation2.22% 1/031.71% 1/041.79% 1/051.83%" [X Link](https://x.com/Goldriver2020/status/1743478355322872125) 2024-01-06T03:43Z 28.8K followers, [---] engagements "Synopsys [-------] Synopsys Ansys Synopsys is in advanced talks to buy engineering software maker Ansys for around US$400/share or $35 billion in a deal that could be announced as early as next week Bloomberg reports citing unnamed sources. Synopsys makes chip design software while Ansyss software is used Synopsys is in advanced talks to buy engineering software maker Ansys for around US$400/share or $35 billion in a deal that could be announced as early as next week Bloomberg reports citing unnamed sources. Synopsys makes chip design software while Ansyss software is used" [X Link](https://x.com/anyuser/status/1743627269451526495) 2024-01-06T13:35Z [--] followers, [----] engagements "11+12.9% 12+21.8%110 [--] AIHBM DRAMNAND DRAM2 [--] South Koreas semiconductor exports in December rose 21.8% year-on-year to US$11 billion the 2nd straight monthly gain after +12.9% in November media report crediting HBM memory used with the latest AI chips and rising DRAM and NAND flash memory chip prices for the export South Koreas semiconductor exports in December rose 21.8% year-on-year to US$11 billion the 2nd straight monthly gain after +12.9% in November media report crediting HBM memory used with the latest AI chips and rising DRAM and NAND flash memory chip prices for the export" [X Link](https://x.com/anyuser/status/1743679389894852671) 2024-01-06T17:02Z [--] followers, [----] engagements "Elon the lumberjack Elon Musk used to work as a lumberjack in Vancouver www www" [X Link](https://x.com/Goldriver2020/status/1743936084088942973) 2024-01-07T10:02Z 28.8K followers, [----] engagements "Fed25bp [--] Bank of America expects the Fed to announce plans to begin tapering the runoff of its Treasuries holdings in March coinciding with its first [--] bp interest-rate cut. March it is folks https://t.co/VMbwdrgx4c https://t.co/DbAB2vBE6g March it is folks https://t.co/VMbwdrgx4c https://t.co/DbAB2vBE6g" [X Link](https://x.com/anyuser/status/1744394816086262185) 2024-01-08T16:25Z [--] followers, [---] engagements "12PCE [----] PCE2023122.9% 2024122.2% GOLDMAN: . We expect that core #PCE inflation declined further in December [----] and will continue to decline to an even greater extent throughout [----]. We forecast core PCE inflation of 2.9% in December [----] and 2.2% in December [----]. https://t.co/w3scD26cvn GOLDMAN: . We expect that core #PCE inflation declined further in December [----] and will continue to decline to an even greater extent throughout [----]. We forecast core PCE inflation of 2.9% in December [----] and 2.2% in December [----]. https://t.co/w3scD26cvn" [X Link](https://x.com/Goldriver2020/status/1744396954396938363) 2024-01-08T16:33Z 26.2K followers, [----] engagements "Bank Term Funding ProgramBTFP [--] BTFP set to expire in March. First a rescue facility now it's turned into a bank boondoggle for free money arbitrage. Will they can it or kick the can https://t.co/AtS0RBA92W BTFP set to expire in March. First a rescue facility now it's turned into a bank boondoggle for free money arbitrage. Will they can it or kick the can https://t.co/AtS0RBA92W" [X Link](https://x.com/anyuser/status/1744419954596991201) 2024-01-08T18:05Z [--] followers, [----] engagements "DRAM TrendForce 20234Q1318% Q/Q 20241Q1318% Q/Q DRAM 1Q24 #DRAM contract price predictions: Will the [----] price rally continue #TrendForce analyzes DRAM market overview across PC Server Mobile Graphics and Consumer applications. https://t.co/TrAT8GxfJW 1Q24 #DRAM contract price predictions: Will the [----] price rally continue #TrendForce analyzes DRAM market overview across PC Server Mobile Graphics and Consumer applications. https://t.co/TrAT8GxfJW" [X Link](https://x.com/Goldriver2020/status/1744468708008112433) 2024-01-08T21:18Z 26.6K followers, [----] engagements "10 4.015% [--] Breakeven Inflation2.22% 1/051.83% 1/081.80% 1/091.80%" [X Link](https://x.com/Goldriver2020/status/1744924121841152221) 2024-01-10T03:28Z 28.7K followers, [---] engagements "Bank Term Funding ProgramBTFP Fed 23" [X Link](https://x.com/Goldriver2020/status/1745092460445831209) 2024-01-10T14:37Z 28.7K followers, [---] engagements "12 [--] 15@fundstrat [---] "I think in the next [--] months #Bitcoin will reach over $100000.maybe $150000" says @fundstrat. "There's potentially a huge increase in demand with a Spot Bitcoin approval so I think in five years something around half a million is definitely achievable." https://t.co/LvIQ2iBuYv "I think in the next [--] months #Bitcoin will reach over $100000.maybe $150000" says @fundstrat. "There's potentially a huge increase in demand with a Spot Bitcoin approval so I think in five years something around half a million is definitely achievable." https://t.co/LvIQ2iBuYv" [X Link](https://x.com/Goldriver2020/status/1745106137220051410) 2024-01-10T15:31Z 28.7K followers, [----] engagements "SEC ETF SEC SECSEC THE SEC IS EXPECTED TO APPROVE ALL BITCOIN ETFS TOMORROW AND LET THEM TRADE STARTING THURSDAY HERE ARE TICKERS WISDOM TREE $BTCW GRAYSCALE $GBTC BLACKROCK $IBIT INVERSCO $BTCO FRANKLIN $EZBC VALKYRIE $BRRR FIDELITY $FBTC VANECK $HODL BITWISE $BITB ARK $ARKB THE SEC IS EXPECTED TO APPROVE ALL BITCOIN ETFS TOMORROW AND LET THEM TRADE STARTING THURSDAY HERE ARE TICKERS WISDOM TREE $BTCW GRAYSCALE $GBTC BLACKROCK $IBIT INVERSCO $BTCO FRANKLIN $EZBC VALKYRIE $BRRR FIDELITY $FBTC VANECK $HODL BITWISE $BITB ARK $ARKB" [X Link](https://x.com/Goldriver2020/status/1745118978509512973) 2024-01-10T16:22Z 28.7K followers, [---] engagements "10 3.970% [--] Breakeven Inflation2.22% 1/091.80% 1/101.81% 1/111.75%" [X Link](https://x.com/anyuser/status/1745581828617212387) 2024-01-11T23:01Z [--] followers, [----] engagements "PPI CPI PCE 12+0.17% +2.93% GOLDMAN: . Based on details in the #PPI and CPI reports we estimate that the core #PCE price index rose 0.17% in December corresponding to a year-over-year rate of +2.93%. https://t.co/iRrg7rDRBm GOLDMAN: . Based on details in the #PPI and CPI reports we estimate that the core #PCE price index rose 0.17% in December corresponding to a year-over-year rate of +2.93%. https://t.co/iRrg7rDRBm" [X Link](https://x.com/Goldriver2020/status/1745850420994736258) 2024-01-12T16:49Z 28.7K followers, [----] engagements "PCE 2.2% [--] A reminder that GS still sees core PCE ending the year at 2.2% -- and expects six rate cuts beginning in March. A reminder that GS still sees core PCE ending the year at 2.2% -- and expects six rate cuts beginning in March" [X Link](https://x.com/Goldriver2020/status/1745855410979176859) 2024-01-12T17:09Z 28.8K followers, [----] engagements "If bears are so dangerous then explain this https://t.co/9l8s4WE2zy If bears are so dangerous then explain this https://t.co/9l8s4WE2zy" [X Link](https://x.com/anyuser/status/1746943671256400344) 2024-01-15T17:13Z [--] followers, [----] engagements "Fund Manager Survey 79% [----] % 79% of Fund Managers surveyed by BofA are expecting a Soft Landing for the global economy in [----] (a new high for this cycle). $SPX $QQQ $IWM https://t.co/XJ87LWeM8e 79% of Fund Managers surveyed by BofA are expecting a Soft Landing for the global economy in [----] (a new high for this cycle). $SPX $QQQ $IWM https://t.co/XJ87LWeM8e" [X Link](https://x.com/Goldriver2020/status/1747297112692519197) 2024-01-16T16:37Z 28.7K followers, [----] engagements "HBM SK Hynix HBMDRAM GPU AI SK Hynix 50% Samsung [--] MU How HBM is evolving from market leader SK Hynix: (HBM is basically vertically stacked DRAM so it can be positioned extremely close to the GPU reducing latency. Therefore it is a key enabler of AI. SK Hynix has a market share of close to 50% with Samsung currently being #2 https://t.co/fIEvbRSqsi How HBM is evolving from market leader SK Hynix: (HBM is basically vertically stacked DRAM so it can be positioned extremely close to the GPU reducing latency. Therefore it is a key enabler of AI. SK Hynix has a market share of close to 50% with" [X Link](https://x.com/Goldriver2020/status/1747364626407575757) 2024-01-16T21:06Z 26.6K followers, [----] engagements "Barchart san Congrats from Japan [------] followers yes Extremely grateful for all your support. Special thanks to some amazing people that have helped us reach this incredible milestone: @iammarkmonroe @_ms_izzy @massumeh18 @RosannaInvests @mommavestor @StockMarketNerd @rhemrajani9 @Micro2Macr0 @Liathetrader https://t.co/LN8bBDIF3h [------] followers yes Extremely grateful for all your support. Special thanks to some amazing people that have helped us reach this incredible milestone: @iammarkmonroe @_ms_izzy @massumeh18 @RosannaInvests @mommavestor @StockMarketNerd @rhemrajani9 @Micro2Macr0" [X Link](https://x.com/anyuser/status/1747840850288394577) 2024-01-18T04:38Z [--] followers, [----] engagements "Meta [--] Nvidia H100 [--] H100 GPU CEO Meta will have [------] Nvidia H100 graphics processing units and almost [------] H100 compute equivalent GPUs by the end of this year media report citing a post by founder Mark Zuckerberg. Our long term vision is to build general intelligence open source it responsibly and Meta will have [------] Nvidia H100 graphics processing units and almost [------] H100 compute equivalent GPUs by the end of this year media report citing a post by founder Mark Zuckerberg. Our long term vision is to build general intelligence open source it responsibly and" [X Link](https://x.com/Goldriver2020/status/1748393382664368485) 2024-01-19T17:14Z 28.7K followers, [----] engagements "10 4.130% [--] Breakeven Inflation2.34% 1/171.80% 1/181.80% 1/191.79%" [X Link](https://x.com/Goldriver2020/status/1748523550691246262) 2024-01-20T01:51Z 27.6K followers, [----] engagements "VIX Non-Commercial 2024/1/16 [-----] 409" [X Link](https://x.com/anyuser/status/1748526372128280805) 2024-01-20T02:02Z [--] followers, [--] engagements "Fund Manager Survey" [X Link](https://x.com/Goldriver2020/status/1748768775166668992) 2024-01-20T18:05Z 28.7K followers, [--] engagements "ASML 1/24 2021/9" [X Link](https://x.com/Goldriver2020/status/1748963173271851505) 2024-01-21T06:58Z 28.7K followers, [--] engagements "TSMC +13% PC/ +2.4%" [X Link](https://x.com/Goldriver2020/status/1749036337590899067) 2024-01-21T11:48Z 28.7K followers, [--] engagements "1/23 3M 1/24ASML 1/25 VISA KLAC 1/26" [X Link](https://x.com/anyuser/status/1749115227713720473) 2024-01-21T17:02Z [--] followers, [--] engagements "i ETF [-----] BTC" [X Link](https://x.com/Goldriver2020/status/1749119077124067614) 2024-01-21T17:17Z 26.6K followers, [--] engagements "Fund Manager Survey 12" [X Link](https://x.com/Goldriver2020/status/1749466942938009786) 2024-01-22T16:19Z 26.1K followers, [--] engagements "10 4.134% [--] Breakeven Inflation2.29% 1/191.78% 1/221.80% 1/231.84%" [X Link](https://x.com/Goldriver2020/status/1750028574953009300) 2024-01-24T05:31Z 28.7K followers, [--] engagements "Apple Car2028 [--] 2+ EV" [X Link](https://x.com/Goldriver2020/status/1750035377677844611) 2024-01-24T05:58Z 28.8K followers, [--] engagements "CPU [--] AMD x86 ARM AMZN Graviton Ampere CPU NVDAMSFTArmCPU" [X Link](https://x.com/anyuser/status/1751779414688547317) 2024-01-29T01:28Z [--] followers, [--] engagements "ASML CFO 1015" [X Link](https://x.com/Goldriver2020/status/1751789179540025773) 2024-01-29T02:07Z 28.7K followers, [--] engagements "CPI Tokyo CPI falls sharply to 1.53%. As you can see on this chart it tracks very closely to headline CPI rarely generating a residual of more than 0.5pp. The leading period is about 1-2 weeks. This will likely cool expectations of a rate hike at the BoJ if not in markets. https://t.co/vkyWIcENGd Tokyo CPI falls sharply to 1.53%. As you can see on this chart it tracks very closely to headline CPI rarely generating a residual of more than 0.5pp. The leading period is about 1-2 weeks. This will likely cool expectations of a rate hike at the BoJ if not in markets. https://t.co/vkyWIcENGd" [X Link](https://x.com/Goldriver2020/status/1751952068594807154) 2024-01-29T12:54Z 28.7K followers, 20.1K engagements "AMD MicrosoftMetaOpenAI Nvidia H100 GPU AMD MI300x Instinct" [X Link](https://x.com/Goldriver2020/status/1752008555832750224) 2024-01-29T16:39Z 25.9K followers, [--] engagements "EV BYD BYD [--] EV DRAMFDD" [X Link](https://x.com/Goldriver2020/status/1754353176831283447) 2024-02-05T03:56Z 28.8K followers, [--] engagements "440% AI AI NVDA" [X Link](https://x.com/Goldriver2020/status/1754871218690269236) 2024-02-06T14:14Z 28.8K followers, [--] engagements "SK DRAM EUV [--] 45EUV DRAM10nm [--] 5EUV EUV" [X Link](https://x.com/Goldriver2020/status/1755978853745582460) 2024-02-09T15:35Z 28.8K followers, [--] engagements "ASML SK Hynix Micron [----] High NA EUV [----] [----] [--] 40% Intel1" [X Link](https://x.com/Goldriver2020/status/1757258874091196621) 2024-02-13T04:22Z 28.9K followers, [--] engagements "SKEW 170.52" [X Link](https://x.com/Goldriver2020/status/1757540764228387308) 2024-02-13T23:02Z 28.9K followers, [----] engagements "CPI PCE 1PCE0.3% 122.7% PPI" [X Link](https://x.com/Goldriver2020/status/1757906436414406977) 2024-02-14T23:15Z 28.9K followers, [--] engagements "10 4.232% [--] Breakeven Inflation2.30% 2/132.03% 2/142.03% 2/151.93%" [X Link](https://x.com/Goldriver2020/status/1758296837919027290) 2024-02-16T01:06Z 28.9K followers, [--] engagements "111 [----] -0.5% y/y [----] [----] % EPS [----] Non-GAAP adjusted diluted EPS [--] [----] -2.0% y/y [----] [----] % EPS 1.97" [X Link](https://x.com/Goldriver2020/status/1758455866121154618) 2024-02-16T11:38Z 28.9K followers, [--] engagements "111 Foundry & logic-23.4% y/y DRAM +148.7% y/y Flash memory -62.0% y/y DRAM AI 47.8% [----] 45%117%" [X Link](https://x.com/Goldriver2020/status/1758481903072755836) 2024-02-16T13:22Z 28.9K followers, [--] engagements "CoWoS Chip on Wafer on Substrate AI CoWoS TSMC" [X Link](https://x.com/Goldriver2020/status/1759452492067492162) 2024-02-19T05:38Z 32K followers, [--] engagements "DRAM [--] TrendForce 2024Q1 DRAM10%" [X Link](https://x.com/Goldriver2020/status/1759718209522147693) 2024-02-19T23:14Z 29K followers, [--] engagements "FactSet 2024/1 [---] +122% 2025/1 [---] +55% 2026/11100 +18%" [X Link](https://x.com/Goldriver2020/status/1760254843716088021) 2024-02-21T10:47Z 29K followers, [--] engagements "CoWoSHBM IntelAMD" [X Link](https://x.com/Goldriver2020/status/1760259393969701191) 2024-02-21T11:05Z 29K followers, [--] engagements "ASML 2012ASML [------] 2016" [X Link](https://x.com/Goldriver2020/status/1760700330193584182) 2024-02-22T16:17Z 29K followers, [--] engagements "JP Morgan650850 Morgan Stanley750795 BofA Securities800925 Goldman Sachs800875" [X Link](https://x.com/Goldriver2020/status/1760708086220902443) 2024-02-22T16:48Z 29K followers, [--] engagements "10 4.331% [--] Breakeven Inflation2.31% 2/201.95% 2/211.98% 2/222.02%" [X Link](https://x.com/Goldriver2020/status/1760887659780817232) 2024-02-23T04:41Z 31.1K followers, [--] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@Goldriver2020 Gold RiverGold River posts on X about dram, asml, gpu, vix the most. They currently have [---------] followers and [---] posts still getting attention that total [----------] engagements in the last [--] hours.
Social category influence finance technology brands stocks countries currencies cryptocurrencies automotive brands celebrities travel destinations social networks
Social topic influence dram, asml, gpu, vix, ai, nvda, microsoft, fomc, meta, stocks #1274
Top accounts mentioned or mentioned by @spacestation @fundstrat @iammarkmonroe @msizzy @massumeh18 @rosannainvests @mommavestor @stockmarketnerd @rhemrajani9 @micro2macr0 @liathetrader @bofaml @themarketear @naaimofficial @markets @federalreserve @nvidia @gregip @tuckercarlson @hokumen_rasbpi
Top assets mentioned Microsoft Corp. (MSFT) NVIDIA Corp. (NVDA) QUALCOMM, Inc. (QCOM) Alphabet Inc Class A (GOOGL) Tesla, Inc. (TSLA) Broadcom, Inc. (AVGO) Bank of America (BAC) Bitcoin (BTC) Amazon.com, Inc. (AMZN) DeepSeek (DEEPSEEK) Taiwan Semiconductor (TSM) KLA Corp (KLAC) IBM (IBM) Morgan Stanley (MS) Texas Instruments (TXN) Occidental Petroleum Corporation (OXY) April (APRIL) Synopsys, Inc. (SNPS) Verge (XVG) Oracle Corporation (ORCL) Reserve (RSV) Exxon Mobil (XOM) Intel Corporation (INTC) Palantir Technologies Inc. (PLTR) Apple, Inc. (AAPL) American Express Company (AXP) Mastercard, Inc. (MA) SAP SE (SAP) Coinbase Global Inc. (COIN) Metadium (META) Advanced Micro Devices (AMD) Palo Alto Networks Inc (PANW)
Top posts by engagements in the last [--] hours
"9984 SBG VF217.25 SB North Star 33"
X Link 2021-11-04T11:48Z 32K followers, [--] engagements
"9984 SBG New Enterprise Associates VF"
X Link 2021-11-04T11:52Z 32K followers, [--] engagements
"A B JPY 150bn in up to [--] year remaining until maturity JGBs JPY 500bn in 1-3 year JGBs JPY 575bn in 3-5 year JGBs JPY 300bn in 5-10 year JGBs JPY 300bn in 10-25 year JGBs"
X Link 2023-01-06T03:39Z 35.3K followers, [--] engagements
"GPU AI 8090%"
X Link 2023-06-04T17:12Z 31.1K followers, [--] engagements
"Misery Index [----] CPI [--] 20"
X Link 2023-06-27T10:55Z 28.7K followers, [--] engagements
"10 - [--] 2023/03/08 -1.082% 06/26-1.025% 06/27-0.991% 06/28-1.000% 06/29-1.021%"
X Link 2023-06-30T00:45Z 26K followers, [--] engagements
"CPI ISM 9+1.0% ISM3 1998"
X Link 2023-07-10T00:26Z 28.7K followers, [--] engagements
"10 3.837% [--] Breakeven Inflation2.35% 08/03-1.21% 11/09-1.20% 07/18 1.56% 07/19 1.53% 07/20 1.50% 07/21 1.49%"
X Link 2023-07-22T01:12Z 26K followers, [--] engagements
"TSMC TSMCNvidia Nvidia"
X Link 2023-07-22T10:58Z 31.1K followers, [--] engagements
"VISA Visa $V: 51% Taiwan Semiconductor $TSM: 43% Texas Instruments $TXN: 43% Broadcom $AVGO: 34% Microsoft $MSFT: 34% KLA Corp $KLAC: 32% Qualcomm $QCOM: 29%"
X Link 2023-08-03T02:27Z 28.7K followers, [--] engagements
"8 Apple: 46% Bank of America: 9% American Express: 7% Coca-Cola: 7% Chevron: 6% Occidental Petroleum: 4% Kraft Heinz: 3% Moodys: 2%"
X Link 2023-08-06T05:34Z 26.9K followers, [--] engagements
"10 U.S. Bancorp Bank of New York Mellon Corp. State Street Corp. Trust Financial Corp"
X Link 2023-08-08T05:03Z 32K followers, [--] engagements
"1960 CPI + - 10"
X Link 2023-08-11T15:13Z 28.7K followers, [--] engagements
"iShares 20+ Treasury Bond ETF $1.8 Billion was withdrawn from the iShares 20+ Year Treasury Bond ETF $TLT last week the largest weekly outflow since March [----] https://t.co/usrghvesfo $1.8 Billion was withdrawn from the iShares 20+ Year Treasury Bond ETF $TLT last week the largest weekly outflow since March [----] https://t.co/usrghvesfo"
X Link 2023-08-15T06:10Z 31.1K followers, 10.7K engagements
"Bank of America Chief Strategist S&P [---] 4200"
X Link 2023-08-19T07:56Z 28.7K followers, [--] engagements
"Bank of America Chief Strategist [--] 2020"
X Link 2023-08-20T03:34Z 28.7K followers, [--] engagements
"JP PCE CPI [--] Fed2024"
X Link 2023-08-23T01:51Z 28.7K followers, [--] engagements
"FT 2024AI H100 [-------] [--] AI 2024"
X Link 2023-08-23T10:49Z 27.1K followers, 90.3K engagements
"4QPCE [---] 1000.2"
X Link 2023-08-25T12:54Z 25.9K followers, [--] engagements
"CoWoS TSMC CoWoS UMC [--] 3000/ 1/"
X Link 2023-08-26T12:31Z 28.8K followers, [--] engagements
"TSMC CoWoS TSMC UMC Amkor SPIL"
X Link 2023-08-26T12:36Z 28.7K followers, [----] engagements
"AI GPU 95% 2030+23% CAGR"
X Link 2023-08-26T16:10Z 28.7K followers, [----] engagements
"VM VMware Private AI Foundation with NVIDIA AI AI AIAI"
X Link 2023-08-27T05:14Z 28.7K followers, [----] engagements
"iPhone [--] [--] iPhone [--] [----] iPhone [------] 15%"
X Link 2023-08-28T03:33Z 28.8K followers, [----] engagements
"1 H100 GPU Dojo [--] Intel NVIDIA H100 GPU"
X Link 2023-08-29T15:42Z 27.1K followers, [--] engagements
"TSMC [----] 2nm GAANA EUV AI CoWoS"
X Link 2023-08-30T01:55Z 27.6K followers, [----] engagements
"ONTO AI HBM CoWoS [--] [--] ONTO1"
X Link 2023-08-30T02:40Z 25.9K followers, 15K engagements
"Nanometrics Rudolph Technologies 2019"
X Link 2023-08-30T02:45Z 25.9K followers, [----] engagements
"UMC ASE CoWoS NVDATSMC NVDAGPU UMC 2"
X Link 2023-08-31T02:22Z 28.7K followers, [----] engagements
"TSMC [--] Apple Qualcomm AMD Broadcom Nvidia AI 2"
X Link 2023-09-01T02:51Z 31.3K followers, [--] engagements
"iPhone Apple"
X Link 2023-09-07T11:38Z 28.7K followers, [--] engagements
"ASML High-NA EUV 13440/"
X Link 2023-09-07T14:55Z 28.8K followers, 16.2K engagements
"12.3% 3.0% 2"
X Link 2023-09-11T05:24Z 28.7K followers, [--] engagements
"Bank of America global fund manager survey Fed 60% 847%79% 38%2024 36%Q2 33% 47%"
X Link 2023-09-12T13:44Z 28.8K followers, [----] engagements
"Bank of America fund manager survey 2022/8"
X Link 2023-09-12T19:16Z 27.1K followers, [----] engagements
"10 4.281% [--] Breakeven Inflation2.34% 08/03-1.21% 11/09-1.20% 09/081.93% 09/111.94% 09/121.94%"
X Link 2023-09-12T21:11Z 28.7K followers, [---] engagements
"CBRE Group Inc. CBRE Coldwell Banker Richard Ellis / 2021"
X Link 2023-09-14T07:33Z 32K followers, [--] engagements
"11 FOMC 61.0% No More Rate Hikes Post PPI: the odds of no Fed hike in Sept. and no Fed hike in Nov. are 61% the highest level in last month. https://t.co/c7BcTkumrI No More Rate Hikes Post PPI: the odds of no Fed hike in Sept. and no Fed hike in Nov. are 61% the highest level in last month. https://t.co/c7BcTkumrI"
X Link 2023-09-14T17:24Z 31K followers, [----] engagements
"IPO NYU 34"
X Link 2023-09-16T21:31Z 28.7K followers, [--] engagements
"iShares [--] Year Treasury Bond ETF [--] 47%"
X Link 2023-09-22T10:28Z 31.2K followers, [--] engagements
"iShares [--] Year Treasury Bond ETF 2020/3180 2023/990 BREAKING: Bond tracking ETF $TLT falls below $90 for the first time since April [----]. The 10-year note yield is now trading above 4.50% for the first time since [----]. The 2-year note yield is now up a massive [---] basis points since September [----]. Treasury yields are hitting https://t.co/RcHkFKdZ8e BREAKING: Bond tracking ETF $TLT falls below $90 for the first time since April [----]. The 10-year note yield is now trading above 4.50% for the first time since [----]. The 2-year note yield is now up a massive [---] basis points since September"
X Link 2023-09-25T14:49Z 31.5K followers, [----] engagements
"iShares [--] Plus Year Treasury Bond ETFTLT [--] [----] BOA 2024"
X Link 2023-10-08T11:20Z 31K followers, [--] engagements
"TLTiShares [--] Plus Year Treasury Bond ETF SPYSPDR S&P [---] ETF Trust TLT SPY 20"
X Link 2023-10-10T12:37Z 31.1K followers, [--] engagements
"iShares [--] Plus Year Treasury Bond ETFTLT TLTSPY TLT TLT"
X Link 2023-10-15T08:13Z 31.1K followers, [--] engagements
"Fund Manager Survey [--] 2022/9"
X Link 2023-10-18T12:38Z 25.9K followers, 17.3K engagements
"ASML Q346% NVIDIA"
X Link 2023-10-18T12:45Z 25.9K followers, 12.3K engagements
"ASML [----] 2023"
X Link 2023-10-18T14:19Z 25.9K followers, 27K engagements
"iShares 20+ Year Treasury Bond ETF -50.75%"
X Link 2023-10-19T14:53Z 31.2K followers, [--] engagements
"iShares [--] Plus Year Treasury Bond ETF"
X Link 2023-10-20T14:16Z 31.2K followers, [--] engagements
"Goldman Sachs Prime Desk"
X Link 2023-10-22T08:00Z 25.9K followers, 75.7K engagements
"Russell [----] Health Care Index / S&P 500"
X Link 2023-10-24T03:33Z 25.9K followers, [----] engagements
"GDP Q2+2.1% Q3+4.5% Q3+4.9%"
X Link 2023-10-26T14:50Z 25.9K followers, [----] engagements
"Q3 GDP4.9% Fed PCE Fed"
X Link 2023-10-26T16:06Z 25.9K followers, [----] engagements
"AI NvidiaGoogleSalesforceMicrosoft Microsoft OpenAI [---] AI"
X Link 2023-10-27T18:45Z 25.9K followers, [----] engagements
"Equity Risk PremiumERP [----] 10/27 1/17.04.845%1.037%"
X Link 2023-10-28T11:13Z 25.9K followers, [----] engagements
"iShares [--] Plus Year Treasury Bond ETF"
X Link 2023-11-02T13:17Z 31.1K followers, [--] engagements
"79 [-----] -0.7% y/y [-----] [----] % iPhone [-----] +2.8% y/y Mac [----] -33.8% iPad [----] -10.2% Watch [----] -3.4% Service [-----] +16.3%"
X Link 2023-11-03T06:45Z 26K followers, [----] engagements
"1012 CFO iPhone1 CEO iPhone Q iPhone [--] Pro/ Pro Max Q"
X Link 2023-11-03T08:13Z 26K followers, [----] engagements
"Sahm Recession Rule 3.9% [--] [--] 50bp"
X Link 2023-11-04T23:14Z 26.2K followers, [----] engagements
"Bank of America Chief Strategist 5% 2024"
X Link 2023-11-05T16:28Z 26.2K followers, [----] engagements
"EDAElectronic Design Automation EDA 387% [--] AMZN / GOOGL / MSFT EDA 68%"
X Link 2023-11-06T16:06Z 26.2K followers, [----] engagements
"Synopsys EDA IP EDA2 EDA Synopsys"
X Link 2023-11-06T16:13Z 26.2K followers, [----] engagements
"CTA [---] Goldman Sachs"
X Link 2023-11-11T11:40Z 26.3K followers, 16K engagements
"TSMC NvidiaAppleAMDBroadcomMarvell CoWoS [--] [-----] CoWoS2"
X Link 2023-11-13T13:16Z 26.4K followers, [----] engagements
"LongNVDA ShortAMD AI1 [--] L/S"
X Link 2023-11-16T03:49Z 26.7K followers, [----] engagements
"OpenAI OpenAI"
X Link 2023-11-18T00:38Z 26.6K followers, 33.3K engagements
"CTA [--] CTA700 [--] [----] Goldman Sachs"
X Link 2023-11-18T18:04Z 26.6K followers, [----] engagements
"EPSP/E META GOOGL NVDA Tencent ($700) TSLA SHOP TTD CDNS SNPS"
X Link 2023-11-19T15:19Z 26.6K followers, [----] engagements
"AI OpenAICEO OpenAI Greg Brockman Microsoft CEO OpenAI TwitchCEO"
X Link 2023-11-20T09:24Z 26.6K followers, [----] engagements
"OpenAI CEO Emmett Shear"
X Link 2023-11-20T12:12Z 26.6K followers, [----] engagements
"OpenAI [---] OpenAI700 70%+ 1000"
X Link 2023-11-20T14:27Z 25.9K followers, 14.5K engagements
"1 Sam Altman Greg Brockman AI OpenAI [---] [--] OpenAI 85% MSFT 700"
X Link 2023-11-21T10:33Z 26.6K followers, [---] engagements
"OpenAI OpenAI Microsoft"
X Link 2023-11-21T12:39Z 26.6K followers, [----] engagements
"2023/9/3012 30%"
X Link 2023-11-21T14:18Z 26.6K followers, [----] engagements
"11/20 [--------] kabtan"
X Link 2023-11-21T16:58Z 27.6K followers, [----] engagements
"ASML NXP ASML 14"
X Link 2023-11-22T10:10Z 26.7K followers, [----] engagements
"LongNVDA ShortAMD AI1 [--] L/S"
X Link 2023-11-25T03:08Z 26.7K followers, [----] engagements
"TOPIX 202413% [----] Goldman Sachs"
X Link 2023-11-25T15:52Z 26.8K followers, [----] engagements
"AI GPU 350/ GPU 1GPU 13% LLM [--] 48GPU"
X Link 2023-11-27T03:40Z 26.9K followers, 23.8K engagements
"AI NVDA AI NVDA GPU AI"
X Link 2023-11-27T07:51Z 26.9K followers, [----] engagements
"Investment Outlook 50PMI12/8"
X Link 2023-11-27T15:08Z 26.9K followers, [----] engagements
"Investment Outlook Fed funds rate PCEfor longer 84%4%2%1970"
X Link 2023-11-27T15:17Z 26.9K followers, [---] engagements
"ASML Cymer EUV SMT EUV"
X Link 2023-11-28T13:35Z 27.1K followers, [----] engagements
"DRAM [--] [--] DRAM"
X Link 2023-11-29T11:21Z 27.1K followers, [----] engagements
"NVDA H100 by Omdia Q328% 927% 2METAMSFT GPU MSFT CEOQ GPUGPU Azure1"
X Link 2023-11-30T02:31Z 27.1K followers, 11.3K engagements
"iShares Russell [----] ETF [---] 82"
X Link 2023-11-30T10:35Z 31.1K followers, [--] engagements
"PMI [------] [------] [------] PANTHEON"
X Link 2023-11-30T16:45Z 27.1K followers, [----] engagements
"IWMiShares Russell [----] ETF 12/1+2.92%"
X Link 2023-12-02T08:30Z 31.1K followers, [----] engagements
"GPU [--] CPU Nvidia GPU 10CPU [----] CPU GPU"
X Link 2023-12-03T06:25Z 27.1K followers, [----] engagements
"H100 A100 GPU 52"
X Link 2023-12-06T03:03Z 27.2K followers, 25.9K engagements
"iShares [--] Plus Year Treasury Bond ETF 615% 9/1"
X Link 2023-12-06T14:30Z 34.5K followers, [--] engagements
"TSMC 5nm6nm 3DSoIC AMDMI300 AI AMD40 NVDA TSMCCoWoS 40%"
X Link 2023-12-07T03:33Z 27.2K followers, [----] engagements
"iShares Russell [----] ETF"
X Link 2023-12-07T03:48Z 31.1K followers, [--] engagements
"AMD MI300 NVDA MI300 [----] NVDA H100 1.62.4"
X Link 2023-12-07T03:57Z 27.2K followers, [----] engagements
"VIX Non-Commercial 2023/12/5 [-----] [----] VIX 12/0512.85 12/0812.35"
X Link 2023-12-09T05:53Z 27.3K followers, [---] engagements
"Bank of America Chief Strategist [--] 3%"
X Link 2023-12-09T08:31Z 27.3K followers, 15.7K engagements
"911 [-----] +5% y/y [-----] [----] 48+25% y/y+30% [--] [--] -8.8%"
X Link 2023-12-12T08:43Z 27.5K followers, [----] engagements
"OCI (Oracle Cloud Infrastructure) [--] [--] 150"
X Link 2023-12-13T11:54Z 27.5K followers, [----] engagements
"20202021 [--] ASML [--] 242nm"
X Link 2023-12-13T12:26Z 27.5K followers, [----] engagements
"ASML 100% ASML 79-71% y/y"
X Link 2023-12-13T12:32Z 27.5K followers, [----] engagements
"TSMC TSMCN3 ARMCPUAMD Intel Intel AI CPU PC"
X Link 2023-12-19T09:50Z 28.8K followers, [----] engagements
"Fund Manager Survey 2024"
X Link 2023-12-20T15:11Z 27.6K followers, [----] engagements
"CPI [----] 104.6% 114.4% 113.9%"
X Link 2023-12-20T16:28Z 27.6K followers, [----] engagements
"911 [----] +15.7% y/y [---] -0.7% [-----] -23.9% [---] [----] +43.5% y/y [---] 13.0%Non-GAAP [----] -4.9%"
X Link 2023-12-21T03:05Z 27.6K followers, [----] engagements
"Grace Hopper GH200 / H200 HBM3E [----] [----] HBM DRAM"
X Link 2023-12-21T03:14Z 27.6K followers, [----] engagements
"John Templeton Bull markets are born on pessimism grown on skepticism mature on optimism and die on euphoria. the time of maximum optimism is the best time to sell"
X Link 2023-12-21T03:58Z 27.6K followers, [----] engagements
"iShares [--] Plus Year Treasury Bond ETF 7"
X Link 2023-12-21T08:40Z 27.6K followers, [----] engagements
"2 Winbond 2.5D3D 2024Q4 Winbond CUBE DRAM"
X Link 2023-12-21T08:56Z 28.7K followers, [----] engagements
"ASML NA EUV [--] 20262027"
X Link 2023-12-22T11:45Z 27.6K followers, [----] engagements
"120 2024/12/20 500"
X Link 2023-12-23T17:38Z 27.6K followers, 39.8K engagements
"DRAM [----] [-----] PC"
X Link 2023-12-24T21:49Z 27.7K followers, [----] engagements
"DRAM [--] / PC/"
X Link 2023-12-24T21:59Z 27.7K followers, [----] engagements
"TSMCN3P N3P MediaTekAMDNvidiaQualcommIntel N3P2024 TSMCFSD Rumor: Tesla has joined a growing number of clients for TSMCs N3P production process media report quoting unnamed supply chain sources that say new tape-outs for N3P include MediaTek AMD Nvidia Qualcomm Intel others. N3P is expected to be in mass production in the 2nd Rumor: Tesla has joined a growing number of clients for TSMCs N3P production process media report quoting unnamed supply chain sources that say new tape-outs for N3P include MediaTek AMD Nvidia Qualcomm Intel others. N3P is expected to be in mass production in the 2nd"
X Link 2023-12-27T14:25Z 28.8K followers, [----] engagements
"2024 49% TURKEY RAISES MINIMUM WAGE BY 49% FOR [----] TURKEY RAISES MINIMUM WAGE BY 49% FOR 2024"
X Link 2023-12-28T00:29Z [--] followers, [----] engagements
"CPI 09+61.53% 10+61.36% 11+61.98%"
X Link 2023-12-28T01:09Z 26K followers, [----] engagements
"Please dont scream at me Im just asking. In Europe (Germany Sweden etc.) we have immigration into generous social systems with immigrants getting decent living without need to work. Is rampant immigration in the US bad or good thing given millions of open jobs https://t.co/866l31wzGA Please dont scream at me Im just asking. In Europe (Germany Sweden etc.) we have immigration into generous social systems with immigrants getting decent living without need to work. Is rampant immigration in the US bad or good thing given millions of open jobs https://t.co/866l31wzGA"
X Link 2023-12-29T15:57Z [--] followers, [----] engagements
"Elon MuskAmazing Biden admin threatens lawsuit against Texas if state arrests and deport migrants https://t.co/vNZw27CPF8 https://t.co/WATHrIbT9r Biden admin threatens lawsuit against Texas if state arrests and deport migrants https://t.co/vNZw27CPF8 https://t.co/WATHrIbT9r"
X Link 2023-12-29T16:49Z 28.7K followers, [---] engagements
"2018/10 One company that is not mentioned enough on here is $EL.PA the 82B Eyewear & Eyecare Powerhouse. EssilorLuxottica is completely vertically integrated which means they cover every single step of the value creation process - from product development and manufacturing to https://t.co/mNJJkSaJIi One company that is not mentioned enough on here is $EL.PA the 82B Eyewear & Eyecare Powerhouse. EssilorLuxottica is completely vertically integrated which means they cover every single step of the value creation process - from product development and manufacturing to https://t.co/mNJJkSaJIi"
X Link 2023-12-30T17:38Z 28.7K followers, [----] engagements
""A mistake that people often make is they compare themselves with others who are making more money than they are and conclude that they should emulate the others actions.after theyve worked. This is the herd behavior that so often gets them into trouble." Howard Marks "A mistake that people often make is they compare themselves with others who are making more money than they are and conclude that they should emulate the others actions.after theyve worked. This is the herd behavior that so often gets them into trouble." Howard Marks"
X Link 2023-12-31T18:19Z 27.6K followers, 20.1K engagements
"202316% S&P 50026% [----] [----] Apple55% Chevron13%"
X Link 2024-01-01T09:51Z [--] followers, [---] engagements
"F43 F43 94km19.7km4.5m https://t.co/yA3ps4fobD https://t.co/Itq216n5NF F43 94km19.7km4.5m https://t.co/yA3ps4fobD https://t.co/Itq216n5NF"
X Link 2024-01-01T13:30Z 25.9K followers, [----] engagements
"6 A magnitude [---] earthquake hit Ishikawa Prefecture Japan on New Years Day"
X Link 2024-01-02T03:49Z [--] followers, [---] engagements
"ASML ASML canceled shipments of some of its machines to China at the request of the US weeks before export bans on the chipmaking equipment came into effect https://t.co/3e6q7MbWVU ASML canceled shipments of some of its machines to China at the request of the US weeks before export bans on the chipmaking equipment came into effect https://t.co/3e6q7MbWVU"
X Link 2024-01-02T04:05Z 28.7K followers, [----] engagements
"DRAM DRAMQ115%20% 2023NAND DRAM [----] Samsung and Micron notified memory module makers that DRAM chip prices will rise 15%-20% in the 1st quarter (now) media report citing unnamed module makers and adding that price hikes will likely continue throughout [----] as NAND memory prices took off in the 2nd-half of [----] Samsung and Micron notified memory module makers that DRAM chip prices will rise 15%-20% in the 1st quarter (now) media report citing unnamed module makers and adding that price hikes will likely continue throughout [----] as NAND memory prices took off in the 2nd-half of 2023"
X Link 2024-01-03T15:52Z 28.7K followers, [----] engagements
"Russell [----] ETF"
X Link 2024-01-04T23:35Z 27.1K followers, [---] engagements
"10 3.997% [--] Breakeven Inflation2.21% 1/021.73% 1/031.71% 1/041.79%"
X Link 2024-01-05T00:59Z [--] followers, [----] engagements
"PC HPDellAcerASUS [--] Notebook PC component makers do not share the optimism of clients like HP Dell Acer ASUS for a better [----] media report saying component makers have seen no significant recovery so far despite that inventories across the supply chain have returned to pre-pandemic levels of Notebook PC component makers do not share the optimism of clients like HP Dell Acer ASUS for a better [----] media report saying component makers have seen no significant recovery so far despite that inventories across the supply chain have returned to pre-pandemic levels of"
X Link 2024-01-05T13:19Z 28.8K followers, [----] engagements
"10 4.051% [--] Breakeven Inflation2.22% 1/031.71% 1/041.79% 1/051.83%"
X Link 2024-01-06T03:43Z 28.8K followers, [---] engagements
"Synopsys [-------] Synopsys Ansys Synopsys is in advanced talks to buy engineering software maker Ansys for around US$400/share or $35 billion in a deal that could be announced as early as next week Bloomberg reports citing unnamed sources. Synopsys makes chip design software while Ansyss software is used Synopsys is in advanced talks to buy engineering software maker Ansys for around US$400/share or $35 billion in a deal that could be announced as early as next week Bloomberg reports citing unnamed sources. Synopsys makes chip design software while Ansyss software is used"
X Link 2024-01-06T13:35Z [--] followers, [----] engagements
"11+12.9% 12+21.8%110 [--] AIHBM DRAMNAND DRAM2 [--] South Koreas semiconductor exports in December rose 21.8% year-on-year to US$11 billion the 2nd straight monthly gain after +12.9% in November media report crediting HBM memory used with the latest AI chips and rising DRAM and NAND flash memory chip prices for the export South Koreas semiconductor exports in December rose 21.8% year-on-year to US$11 billion the 2nd straight monthly gain after +12.9% in November media report crediting HBM memory used with the latest AI chips and rising DRAM and NAND flash memory chip prices for the export"
X Link 2024-01-06T17:02Z [--] followers, [----] engagements
"Elon the lumberjack Elon Musk used to work as a lumberjack in Vancouver www www"
X Link 2024-01-07T10:02Z 28.8K followers, [----] engagements
"Fed25bp [--] Bank of America expects the Fed to announce plans to begin tapering the runoff of its Treasuries holdings in March coinciding with its first [--] bp interest-rate cut. March it is folks https://t.co/VMbwdrgx4c https://t.co/DbAB2vBE6g March it is folks https://t.co/VMbwdrgx4c https://t.co/DbAB2vBE6g"
X Link 2024-01-08T16:25Z [--] followers, [---] engagements
"12PCE [----] PCE2023122.9% 2024122.2% GOLDMAN: . We expect that core #PCE inflation declined further in December [----] and will continue to decline to an even greater extent throughout [----]. We forecast core PCE inflation of 2.9% in December [----] and 2.2% in December [----]. https://t.co/w3scD26cvn GOLDMAN: . We expect that core #PCE inflation declined further in December [----] and will continue to decline to an even greater extent throughout [----]. We forecast core PCE inflation of 2.9% in December [----] and 2.2% in December [----]. https://t.co/w3scD26cvn"
X Link 2024-01-08T16:33Z 26.2K followers, [----] engagements
"Bank Term Funding ProgramBTFP [--] BTFP set to expire in March. First a rescue facility now it's turned into a bank boondoggle for free money arbitrage. Will they can it or kick the can https://t.co/AtS0RBA92W BTFP set to expire in March. First a rescue facility now it's turned into a bank boondoggle for free money arbitrage. Will they can it or kick the can https://t.co/AtS0RBA92W"
X Link 2024-01-08T18:05Z [--] followers, [----] engagements
"DRAM TrendForce 20234Q1318% Q/Q 20241Q1318% Q/Q DRAM 1Q24 #DRAM contract price predictions: Will the [----] price rally continue #TrendForce analyzes DRAM market overview across PC Server Mobile Graphics and Consumer applications. https://t.co/TrAT8GxfJW 1Q24 #DRAM contract price predictions: Will the [----] price rally continue #TrendForce analyzes DRAM market overview across PC Server Mobile Graphics and Consumer applications. https://t.co/TrAT8GxfJW"
X Link 2024-01-08T21:18Z 26.6K followers, [----] engagements
"10 4.015% [--] Breakeven Inflation2.22% 1/051.83% 1/081.80% 1/091.80%"
X Link 2024-01-10T03:28Z 28.7K followers, [---] engagements
"Bank Term Funding ProgramBTFP Fed 23"
X Link 2024-01-10T14:37Z 28.7K followers, [---] engagements
"12 [--] 15@fundstrat [---] "I think in the next [--] months #Bitcoin will reach over $100000.maybe $150000" says @fundstrat. "There's potentially a huge increase in demand with a Spot Bitcoin approval so I think in five years something around half a million is definitely achievable." https://t.co/LvIQ2iBuYv "I think in the next [--] months #Bitcoin will reach over $100000.maybe $150000" says @fundstrat. "There's potentially a huge increase in demand with a Spot Bitcoin approval so I think in five years something around half a million is definitely achievable." https://t.co/LvIQ2iBuYv"
X Link 2024-01-10T15:31Z 28.7K followers, [----] engagements
"SEC ETF SEC SECSEC THE SEC IS EXPECTED TO APPROVE ALL BITCOIN ETFS TOMORROW AND LET THEM TRADE STARTING THURSDAY HERE ARE TICKERS WISDOM TREE $BTCW GRAYSCALE $GBTC BLACKROCK $IBIT INVERSCO $BTCO FRANKLIN $EZBC VALKYRIE $BRRR FIDELITY $FBTC VANECK $HODL BITWISE $BITB ARK $ARKB THE SEC IS EXPECTED TO APPROVE ALL BITCOIN ETFS TOMORROW AND LET THEM TRADE STARTING THURSDAY HERE ARE TICKERS WISDOM TREE $BTCW GRAYSCALE $GBTC BLACKROCK $IBIT INVERSCO $BTCO FRANKLIN $EZBC VALKYRIE $BRRR FIDELITY $FBTC VANECK $HODL BITWISE $BITB ARK $ARKB"
X Link 2024-01-10T16:22Z 28.7K followers, [---] engagements
"10 3.970% [--] Breakeven Inflation2.22% 1/091.80% 1/101.81% 1/111.75%"
X Link 2024-01-11T23:01Z [--] followers, [----] engagements
"PPI CPI PCE 12+0.17% +2.93% GOLDMAN: . Based on details in the #PPI and CPI reports we estimate that the core #PCE price index rose 0.17% in December corresponding to a year-over-year rate of +2.93%. https://t.co/iRrg7rDRBm GOLDMAN: . Based on details in the #PPI and CPI reports we estimate that the core #PCE price index rose 0.17% in December corresponding to a year-over-year rate of +2.93%. https://t.co/iRrg7rDRBm"
X Link 2024-01-12T16:49Z 28.7K followers, [----] engagements
"PCE 2.2% [--] A reminder that GS still sees core PCE ending the year at 2.2% -- and expects six rate cuts beginning in March. A reminder that GS still sees core PCE ending the year at 2.2% -- and expects six rate cuts beginning in March"
X Link 2024-01-12T17:09Z 28.8K followers, [----] engagements
"If bears are so dangerous then explain this https://t.co/9l8s4WE2zy If bears are so dangerous then explain this https://t.co/9l8s4WE2zy"
X Link 2024-01-15T17:13Z [--] followers, [----] engagements
"Fund Manager Survey 79% [----] % 79% of Fund Managers surveyed by BofA are expecting a Soft Landing for the global economy in [----] (a new high for this cycle). $SPX $QQQ $IWM https://t.co/XJ87LWeM8e 79% of Fund Managers surveyed by BofA are expecting a Soft Landing for the global economy in [----] (a new high for this cycle). $SPX $QQQ $IWM https://t.co/XJ87LWeM8e"
X Link 2024-01-16T16:37Z 28.7K followers, [----] engagements
"HBM SK Hynix HBMDRAM GPU AI SK Hynix 50% Samsung [--] MU How HBM is evolving from market leader SK Hynix: (HBM is basically vertically stacked DRAM so it can be positioned extremely close to the GPU reducing latency. Therefore it is a key enabler of AI. SK Hynix has a market share of close to 50% with Samsung currently being #2 https://t.co/fIEvbRSqsi How HBM is evolving from market leader SK Hynix: (HBM is basically vertically stacked DRAM so it can be positioned extremely close to the GPU reducing latency. Therefore it is a key enabler of AI. SK Hynix has a market share of close to 50% with"
X Link 2024-01-16T21:06Z 26.6K followers, [----] engagements
"Barchart san Congrats from Japan [------] followers yes Extremely grateful for all your support. Special thanks to some amazing people that have helped us reach this incredible milestone: @iammarkmonroe @_ms_izzy @massumeh18 @RosannaInvests @mommavestor @StockMarketNerd @rhemrajani9 @Micro2Macr0 @Liathetrader https://t.co/LN8bBDIF3h [------] followers yes Extremely grateful for all your support. Special thanks to some amazing people that have helped us reach this incredible milestone: @iammarkmonroe @_ms_izzy @massumeh18 @RosannaInvests @mommavestor @StockMarketNerd @rhemrajani9 @Micro2Macr0"
X Link 2024-01-18T04:38Z [--] followers, [----] engagements
"Meta [--] Nvidia H100 [--] H100 GPU CEO Meta will have [------] Nvidia H100 graphics processing units and almost [------] H100 compute equivalent GPUs by the end of this year media report citing a post by founder Mark Zuckerberg. Our long term vision is to build general intelligence open source it responsibly and Meta will have [------] Nvidia H100 graphics processing units and almost [------] H100 compute equivalent GPUs by the end of this year media report citing a post by founder Mark Zuckerberg. Our long term vision is to build general intelligence open source it responsibly and"
X Link 2024-01-19T17:14Z 28.7K followers, [----] engagements
"10 4.130% [--] Breakeven Inflation2.34% 1/171.80% 1/181.80% 1/191.79%"
X Link 2024-01-20T01:51Z 27.6K followers, [----] engagements
"VIX Non-Commercial 2024/1/16 [-----] 409"
X Link 2024-01-20T02:02Z [--] followers, [--] engagements
"Fund Manager Survey"
X Link 2024-01-20T18:05Z 28.7K followers, [--] engagements
"ASML 1/24 2021/9"
X Link 2024-01-21T06:58Z 28.7K followers, [--] engagements
"TSMC +13% PC/ +2.4%"
X Link 2024-01-21T11:48Z 28.7K followers, [--] engagements
"1/23 3M 1/24ASML 1/25 VISA KLAC 1/26"
X Link 2024-01-21T17:02Z [--] followers, [--] engagements
"i ETF [-----] BTC"
X Link 2024-01-21T17:17Z 26.6K followers, [--] engagements
"Fund Manager Survey 12"
X Link 2024-01-22T16:19Z 26.1K followers, [--] engagements
"10 4.134% [--] Breakeven Inflation2.29% 1/191.78% 1/221.80% 1/231.84%"
X Link 2024-01-24T05:31Z 28.7K followers, [--] engagements
"Apple Car2028 [--] 2+ EV"
X Link 2024-01-24T05:58Z 28.8K followers, [--] engagements
"CPU [--] AMD x86 ARM AMZN Graviton Ampere CPU NVDAMSFTArmCPU"
X Link 2024-01-29T01:28Z [--] followers, [--] engagements
"ASML CFO 1015"
X Link 2024-01-29T02:07Z 28.7K followers, [--] engagements
"CPI Tokyo CPI falls sharply to 1.53%. As you can see on this chart it tracks very closely to headline CPI rarely generating a residual of more than 0.5pp. The leading period is about 1-2 weeks. This will likely cool expectations of a rate hike at the BoJ if not in markets. https://t.co/vkyWIcENGd Tokyo CPI falls sharply to 1.53%. As you can see on this chart it tracks very closely to headline CPI rarely generating a residual of more than 0.5pp. The leading period is about 1-2 weeks. This will likely cool expectations of a rate hike at the BoJ if not in markets. https://t.co/vkyWIcENGd"
X Link 2024-01-29T12:54Z 28.7K followers, 20.1K engagements
"AMD MicrosoftMetaOpenAI Nvidia H100 GPU AMD MI300x Instinct"
X Link 2024-01-29T16:39Z 25.9K followers, [--] engagements
"EV BYD BYD [--] EV DRAMFDD"
X Link 2024-02-05T03:56Z 28.8K followers, [--] engagements
"440% AI AI NVDA"
X Link 2024-02-06T14:14Z 28.8K followers, [--] engagements
"SK DRAM EUV [--] 45EUV DRAM10nm [--] 5EUV EUV"
X Link 2024-02-09T15:35Z 28.8K followers, [--] engagements
"ASML SK Hynix Micron [----] High NA EUV [----] [----] [--] 40% Intel1"
X Link 2024-02-13T04:22Z 28.9K followers, [--] engagements
"SKEW 170.52"
X Link 2024-02-13T23:02Z 28.9K followers, [----] engagements
"CPI PCE 1PCE0.3% 122.7% PPI"
X Link 2024-02-14T23:15Z 28.9K followers, [--] engagements
"10 4.232% [--] Breakeven Inflation2.30% 2/132.03% 2/142.03% 2/151.93%"
X Link 2024-02-16T01:06Z 28.9K followers, [--] engagements
"111 [----] -0.5% y/y [----] [----] % EPS [----] Non-GAAP adjusted diluted EPS [--] [----] -2.0% y/y [----] [----] % EPS 1.97"
X Link 2024-02-16T11:38Z 28.9K followers, [--] engagements
"111 Foundry & logic-23.4% y/y DRAM +148.7% y/y Flash memory -62.0% y/y DRAM AI 47.8% [----] 45%117%"
X Link 2024-02-16T13:22Z 28.9K followers, [--] engagements
"CoWoS Chip on Wafer on Substrate AI CoWoS TSMC"
X Link 2024-02-19T05:38Z 32K followers, [--] engagements
"DRAM [--] TrendForce 2024Q1 DRAM10%"
X Link 2024-02-19T23:14Z 29K followers, [--] engagements
"FactSet 2024/1 [---] +122% 2025/1 [---] +55% 2026/11100 +18%"
X Link 2024-02-21T10:47Z 29K followers, [--] engagements
"CoWoSHBM IntelAMD"
X Link 2024-02-21T11:05Z 29K followers, [--] engagements
"ASML 2012ASML [------] 2016"
X Link 2024-02-22T16:17Z 29K followers, [--] engagements
"JP Morgan650850 Morgan Stanley750795 BofA Securities800925 Goldman Sachs800875"
X Link 2024-02-22T16:48Z 29K followers, [--] engagements
"10 4.331% [--] Breakeven Inflation2.31% 2/201.95% 2/211.98% 2/222.02%"
X Link 2024-02-23T04:41Z 31.1K followers, [--] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
/creator/twitter::Goldriver2020