# ![@IdeaLedger Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1996712937332133890.png) @IdeaLedger Stock Idea Ledger

Stock Idea Ledger posts on X about samsung, $smsnl, stocks, $000660ks the most. They currently have [--] followers and [--] posts still getting attention that total [--] engagements in the last [--] hours.

### Engagements: [--] [#](/creator/twitter::1996712937332133890/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1996712937332133890/c:line/m:interactions.svg)

- [--] Week [---] -10%
- [--] Month [-----] -52%

### Mentions: [--] [#](/creator/twitter::1996712937332133890/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1996712937332133890/c:line/m:posts_active.svg)

- [--] Week [--] -11%
- [--] Month [--] +17%

### Followers: [--] [#](/creator/twitter::1996712937332133890/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1996712937332133890/c:line/m:followers.svg)

- [--] Week [--] +4.80%
- [--] Month [--] +57%

### CreatorRank: [---------] [#](/creator/twitter::1996712937332133890/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1996712937332133890/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [technology brands](/list/technology-brands)  [finance](/list/finance)  [cryptocurrencies](/list/cryptocurrencies)  [automotive brands](/list/automotive-brands)  [countries](/list/countries)  [celebrities](/list/celebrities)  [social networks](/list/social-networks)  [travel destinations](/list/travel-destinations) 

**Social topic influence**
[samsung](/topic/samsung), [$smsnl](/topic/$smsnl) #1, [stocks](/topic/stocks), [$000660ks](/topic/$000660ks) #61, [$lite](/topic/$lite) #104, [$intc](/topic/$intc) #220, [$ele](/topic/$ele) #1, [credo technology](/topic/credo-technology) #14, [$asx](/topic/$asx) #20, [$crdo](/topic/$crdo) #126

**Top accounts mentioned or mentioned by**
[@qualityinvest5](/creator/undefined) [@saynototrading](/creator/undefined) [@reutersbiz](/creator/undefined) [@skelegg](/creator/undefined) [@hyperaicapital](/creator/undefined) [@mmatters22596](/creator/undefined) [@hamids](/creator/undefined) [@investingvisual](/creator/undefined) [@stockmktnewz](/creator/undefined) [@brokenbritain0](/creator/undefined) [@keirstarmer](/creator/undefined) [@amitisinvesting](/creator/undefined) [@qcapital2020](/creator/undefined) [@cedarstresearch](/creator/undefined)

**Top assets mentioned**
[Lumentum Holdings Inc. Common Stock (LITE)](/topic/$lite) [Intel Corporation (INTC)](/topic/$intc) [ASE Technology Holding Co., Ltd. (ASX)](/topic/$asx) [Credo Technology Group Holding Ltd (CRDO)](/topic/$crdo) [First Solar, Inc. (FSLR)](/topic/$fslr) [Sandisk Corporation (SNDK)](/topic/$sndk) [Uber Technologies, Inc. (UBER)](/topic/$uber) [intel (INTEL)](/topic/$intel) [Remitly Global, Inc. (RELY)](/topic/$rely) [Wheaton Precious Metals Corp. Common Stock (WPM)](/topic/$wpm) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Metadium (META)](/topic/$meta) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Microsoft Corp. (MSFT)](/topic/$msft) [Micron Technology, Inc. (MU)](/topic/$mu) [Blue Owl Capital, Inc. (OWL)](/topic/$owl) [Palomar Holdings, Inc. Common stock (PLMR)](/topic/$plmr) [XPENG INC. (XPEV)](/topic/$xpev) [Tesla, Inc. (TSLA)](/topic/tesla) [Adobe, Inc. (ADBE)](/topic/$adbe) [SkyWater Technology, Inc. (SKYT)](/topic/$skyt) [ZetaChain (ZETA)](/topic/$zeta) [Shopify Inc (SHOP)](/topic/$shop) [Intuit Inc. (INTU)](/topic/$intu) [Now Coin (NOW)](/topic/$now) [GE Vernova Inc. (GEV)](/topic/$gev) [Brookfield Corporation (BN)](/topic/$bn) [Fluence Energy, Inc. (FLNC)](/topic/$flnc) [TALEN ENERGY CORP  (DE) (TLN)](/topic/$tln) [Sei (SEI)](/topic/$sei) [Brookfield Renewable Partners L.P. (BEP)](/topic/$bep) [Bloom Energy Corporation (BE)](/topic/$be) [Constellation Energy Corp (CEG)](/topic/$ceg) [Vertiv Holdings Co (VRT)](/topic/$vrt) [Electroneum (ETN)](/topic/$etn) [Energy Transfer, LP. (ET)](/topic/$et) [Ciena Corporation (CIEN)](/topic/$cien) [Neptune Insurance Holdings Inc. (NP)](/topic/$np)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$Intel has seen a really good rally since USG announced their involvement. I expect the rally to continue into [----] as they start to (hopefully) announce deals with chipmakers for their EMIB advanced packaging. Intel is a buy here and would be one of my top picks for 2026"  
[X Link](https://x.com/IdeaLedger/status/1999063131356533055)  2025-12-11T10:26Z [--] followers, [--] engagements


"Remitly $RELY seems like a no-brainer buy if you're willing to hold for the next couple of years. Large growth runway ahead. I could see them growing revenue at a 25% cagr over the next [--] years easily"  
[X Link](https://x.com/IdeaLedger/status/1999078572972277916)  2025-12-11T11:27Z [--] followers, [--] engagements


"My favourite stocks for [----] (currently) are: SK Hynix $000660.ks $HY9H.F Lumentum $LITE Intel $INTC Sandisk $SNDK Wheaton Precious Metals $WPM Other thoughts: $NVDA $AVGO $META $GOOG should all do pretty well. These would probably be my favourite AI plays if you just want to catch the beta. $MSFT and $AMZN might lag behind if their AI strategy doesn't become more clear. Samsung $SMSN.L will likely have a strong year driven by the memory/storage supercycle but their consumer electronics division will take a hit. Still a buy here though I reckon. I expect $CRWV to outperform $ORCL but both"  
[X Link](https://x.com/IdeaLedger/status/1999543961246138839)  2025-12-12T18:16Z [--] followers, [--] engagements


"Long $MU $SMSN.L 000660.KS $SNDK and WFE $MU (Micron Technology) #earnings are out: https://t.co/EFsEJlt4VJ $MU (Micron Technology) #earnings are out: https://t.co/EFsEJlt4VJ"  
[X Link](https://x.com/IdeaLedger/status/2001418914761228314)  2025-12-17T22:27Z [--] followers, [--] engagements


"@ReutersBiz Anybody who understands how liberal Blue Owl $OWL are when it comes to credit knows how bad this looks"  
[X Link](https://x.com/IdeaLedger/status/2001426754758438941)  2025-12-17T22:58Z [--] followers, [----] engagements


"Iren is a joke. Their cloud platform is terrible in comparison to the major players (Coreweave + the hyperscalers). The deal with Microsoft is terrible for margins in comparison to what Nebius and Coreweave got. Nebius and Coreweave are both better. Lambda if they ipo in [----] will be better also. I'd even say boost run looks better (going public soon via spac). I know almost nothing about CIFR but looks like classic retail garbage on the face of it. https://twitter.com/i/web/status/2004217249326842218 https://twitter.com/i/web/status/2004217249326842218"  
[X Link](https://x.com/IdeaLedger/status/2004217249326842218)  2025-12-25T15:46Z [--] followers, [---] engagements


"@skeleGG_ @HyperAICapital The stock or the company"  
[X Link](https://x.com/IdeaLedger/status/2004240464426553712)  2025-12-25T17:18Z [--] followers, [--] engagements


"@MMatters22596 $XPEV and $PLMR are very interesting"  
[X Link](https://x.com/IdeaLedger/status/2004243043491500101)  2025-12-25T17:29Z [--] followers, [----] engagements


"@hamids okay now look at SK Hynix"  
[X Link](https://x.com/IdeaLedger/status/2005790661971427624)  2025-12-29T23:58Z [--] followers, [---] engagements


"@InvestingVisual Because coreweave has the best cloud platform. Nebius' platform is decent but Iren's is a joke"  
[X Link](https://x.com/IdeaLedger/status/2006576076869534034)  2026-01-01T03:59Z [--] followers, [---] engagements


"@StockMKTNewz Yes. Remove Tesla and add Broadcom. Easy"  
[X Link](https://x.com/IdeaLedger/status/2007513467490828726)  2026-01-03T18:04Z [--] followers, [---] engagements


"At best you could argue that $ADBE is at the lower end of its fair value. If sentiment shifts you could MAYBE see a +30-40% year for $ADBE. I believe that's the absolute best case scenario. Adobe has no interest in innovating. They have made no significant innovations in years. Their ai pivot has been a disaster. A lot of their customers hate them. I think Adobe is fairly valued but could easily see a world where the stock continues to go down another 40%. Adobe is not "deep value" like many including @QualityInvest5 think. It is a fairly valued predictable software company. Moat **might** be"  
[X Link](https://x.com/IdeaLedger/status/2008023273934573810)  2026-01-05T03:50Z [--] followers, [--] engagements


"People who invest in companies bc their favourite llm told them to actually exist. In December Gemini told me the $TE chart and fundamentals were aligning for a big move. Last week it told me the same thing about $SKYT. Yesterday it told me the same thing about $ZETA. I bought a lot of $ZETA yesterday. https://t.co/Jt1rWN3eP4 In December Gemini told me the $TE chart and fundamentals were aligning for a big move. Last week it told me the same thing about $SKYT. Yesterday it told me the same thing about $ZETA. I bought a lot of $ZETA yesterday. https://t.co/Jt1rWN3eP4"  
[X Link](https://x.com/IdeaLedger/status/2008969377484505309)  2026-01-07T18:29Z [--] followers, [--] engagements


"the elon glazing is crazy BREAKING: xAI raises $20 billion to take on Google Anthropic and so-called OpenAI. BREAKING: xAI raises $20 billion to take on Google Anthropic and so-called OpenAI"  
[X Link](https://x.com/IdeaLedger/status/2009015960796356854)  2026-01-07T21:35Z [--] followers, [--] engagements


"@BROKENBRITAIN0 @Keir_Starmer No we won't lol"  
[X Link](https://x.com/IdeaLedger/status/2009734164908593398)  2026-01-09T21:08Z [--] followers, [--] engagements


"@QualityInvest5 Shopify is on that list"  
[X Link](https://x.com/IdeaLedger/status/2011845028340252688)  2026-01-15T16:56Z [--] followers, [--] engagements


"@amitisinvesting Their ride share business is getting eaten in the philippines by Green GSM for one. If you want further insight we can talk"  
[X Link](https://x.com/IdeaLedger/status/2011873218362048535)  2026-01-15T18:48Z [--] followers, [--] engagements


"@SayNoToTrading So Claude Code situation is misunderstood and low key bullish for $NOW and $INTU or wdym"  
[X Link](https://x.com/IdeaLedger/status/2012266091209162869)  2026-01-16T20:49Z [--] followers, [---] engagements


"The oldest playbook: Bull market mega-caps (GOOG ASML UBER). Build following. Pivot to "exclusive" Discord. The risk reversal language doesn't hide the borderline grift lmao My Patreon/Discord at the price of a coffee Link in bio If youre not happy I will PERSONALLY refund you https://t.co/m8sVsbuTGH My Patreon/Discord at the price of a coffee Link in bio If youre not happy I will PERSONALLY refund you https://t.co/m8sVsbuTGH"  
[X Link](https://x.com/IdeaLedger/status/2012292240660435261)  2026-01-16T22:33Z [--] followers, [--] engagements


"Plenty of people saw the memory shortage coming. You didn't even need to be a semiconductor analyst or expert or anything. I saw it coming and I'm just some dude who researches this stuff as a hobby lol MU--no one knew how big this will be MU--no one knew how big this will be"  
[X Link](https://x.com/IdeaLedger/status/2012303534344069286)  2026-01-16T23:18Z [--] followers, [--] engagements


"@SayNoToTrading @qcapital2020 Was also a fan of CWAN. Wasn't a fan of the buyout though. Would have liked to have seen more patience from management"  
[X Link](https://x.com/IdeaLedger/status/2012357763175694511)  2026-01-17T02:54Z [--] followers, [--] engagements


"Changes: $SNDK Down [--] $ELE Up [--]. My Top [--] Stocks for [----] (Week 19/01/2026): [--]. SK Hynix $HY9H [--]. Samsung $SMSN.L [--]. Lumentum $LITE [--]. ASE Technology $ASX [--]. BE Semiconductor Industries $BESI [--]. Elemental Royalty $ELE [--]. Sandisk $SNDK [--]. First Solar $FSLR [--]. Intel $INTC [--]. Credo Technology $CRDO My Top [--] Stocks for [----] (Week 19/01/2026): [--]. SK Hynix $HY9H [--]. Samsung $SMSN.L [--]. Lumentum $LITE [--]. ASE Technology $ASX [--]. BE Semiconductor Industries $BESI [--]. Elemental Royalty $ELE [--]. Sandisk $SNDK [--]. First Solar $FSLR [--]. Intel $INTC [--]. Credo Technology $CRDO"  
[X Link](https://x.com/IdeaLedger/status/2013027263923585053)  2026-01-18T23:14Z [--] followers, [---] engagements


"$SVML.L has been a bit of a sleeper stock for a while now. I've personally had the pleasure of speaking to a few execs at Sovereign and they seem like really great people. (1/2)"  
[X Link](https://x.com/IdeaLedger/status/2015499898817491036)  2026-01-25T18:59Z [--] followers, [--] engagements


"Their deposit in Malawi looks potentially tier [--] and their recent rare earths discovery (HREEs such as dysprosium terbium and yttrium) only adds to the excitement. I really like Sovereign as a spec position. Well worth a look. Listed in London (AIM) Australia and otc $SVMLF"  
[X Link](https://x.com/IdeaLedger/status/2015500542844526660)  2026-01-25T19:02Z [--] followers, [--] engagements


"I like $JMIA"  
[X Link](https://x.com/IdeaLedger/status/2013780242628776139)  2026-01-21T01:06Z [--] followers, [---] engagements


"$CEG $GEV $SU.PA $VRT $ETN $BN CEO Bruce Flatt: Power demand is going up everywhere making it harder to secure power for data center projects. Energy is the secular growth theme of the next decade. $FLNC $CEG $TLN $SEI $BEP $ET $BE https://t.co/4t3CE02Aod $BN CEO Bruce Flatt: Power demand is going up everywhere making it harder to secure power for data center projects. Energy is the secular growth theme of the next decade. $FLNC $CEG $TLN $SEI $BEP $ET $BE https://t.co/4t3CE02Aod"  
[X Link](https://x.com/IdeaLedger/status/2000561013436113156)  2025-12-15T13:38Z [--] followers, [--] engagements


"Changes: Up: $BESI up [--] $FSLR up [--] $CRDO up [--] Down: $LITE down [--] $SMSN.L down [--] Added: $SVML.L (starting #10) Removed: $SNDK My Top [--] Stocks for [----] (Week 26/01/2026): [--]. SK Hynix $HY9H [--]. BE Semiconductor $BESI [--]. Samsung $SMSN.L [--]. ASE Technology $ASX [--]. Lumentum $LITE [--]. Elemental Royalty $ELE [--]. First Solar $FSLR [--]. Credo Technology $CRDO [--]. Intel $INTC [--]. Sovereign Metals $SVML.L My Top [--] Stocks for [----] (Week 26/01/2026): [--]. SK Hynix $HY9H [--]. BE Semiconductor $BESI [--]. Samsung $SMSN.L [--]. ASE Technology $ASX [--]. Lumentum $LITE [--]. Elemental Royalty $ELE [--]. First Solar $FSLR [--]. Credo"  
[X Link](https://x.com/IdeaLedger/status/2015518824288911630)  2026-01-25T20:15Z [--] followers, [---] engagements


"Changes: Removed: intel $intc Added: Lightpath Technologies $LPTH (Started #9) My Top [--] Stocks for [----] (Week 02/02/2026): [--]. SK Hynix $HY9H [--]. BE Semiconductor $BESI [--]. Samsung $SMSN.L [--]. ASE Technology $ASX [--]. Lumentum $LITE [--]. Elemental Royalty $ELE [--]. First Solar $FSLR [--]. Credo Technology $CRDO [--]. Lightpath $LPTH [--]. Sovereign Metals $SVML.L My Top [--] Stocks for [----] (Week 02/02/2026): [--]. SK Hynix $HY9H [--]. BE Semiconductor $BESI [--]. Samsung $SMSN.L [--]. ASE Technology $ASX [--]. Lumentum $LITE [--]. Elemental Royalty $ELE [--]. First Solar $FSLR [--]. Credo Technology $CRDO [--]. Lightpath $LPTH 10."  
[X Link](https://x.com/IdeaLedger/status/2018071170659328406)  2026-02-01T21:17Z [--] followers, [---] engagements


"My **CURRENT** top [--] stocks for [----] (Week Starting 12/29/2025): [--]. SK Hynix $HY9H [--]. Samsung $SMSN.L [--]. Lumentum $LITE [--]. ASE Technology $ASX [--]. Sandisk $SNDK [--]. First Solar $FSLR [--]. Elemental Royalty $ELE [--]. Intel $INTC [--]. Ciena Corp $CIEN [--]. Credo Technology $CRDO Will try to update this weekly. https://twitter.com/i/web/status/2005766961339220199 https://twitter.com/i/web/status/2005766961339220199"  
[X Link](https://x.com/IdeaLedger/status/2005766961339220199)  2025-12-29T22:24Z [--] followers, [---] engagements


"@QualityInvest5 SK Hynix Samsung ASE Technology BESI Lumentum Entegris Exzeo Group Elemental Royalty Credo Broadcom Probably not the best [--] in the market but all will most likely outperform Adobe in [----]. Let me know if you want more :)"  
[X Link](https://x.com/IdeaLedger/status/2007838741235462368)  2026-01-04T15:37Z [--] followers, [---] engagements


"My Top [--] Stocks for [----] (Week Starting 05/01/2026): [--]. SK Hynix $HY9H [--]. Samsung $SMSN.L [--]. Lumentum $LITE [--]. ASE Technology $ASX [--]. BE Semiconductor Industries $BESI [--]. Sandisk $SNDK [--]. Elemental Royalty $ELE [--]. First Solar $FSLR [--]. Intel $INTC [--]. Credo Technology $CRDO Changes: Sandisk $SNDK (was #5 now #6 down 1) First Solar $FLSR (was #6 now #8 down 2) Intel $INTC (was #8 now #9 down 1) NEW: BE Semiconductor Industries $BESI (#5) REMOVED: Ciena Corp $CIEN (was #9) Note: If I remove stock it doesn't mean I don't like it anymore. This is simply my favourite [--] as of this week."  
[X Link](https://x.com/IdeaLedger/status/2007950407117549708)  2026-01-04T23:00Z [--] followers, [---] engagements


"My Top [--] Stocks for [----] (Week 12/01/2026): [--]. SK Hynix $HY9H [--]. Samsung $SMSN.L [--]. Lumentum $LITE [--]. ASE Technology $ASX [--]. BE Semiconductor Industries $BESI [--]. Sandisk $SNDK [--]. Elemental Royalty $ELE [--]. First Solar $FSLR [--]. Intel $INTC [--]. Credo Technology $CRDO"  
[X Link](https://x.com/IdeaLedger/status/2010487646011732417)  2026-01-11T23:03Z [--] followers, [---] engagements


"My Top [--] Stocks for [----] (Week 19/01/2026): [--]. SK Hynix $HY9H [--]. Samsung $SMSN.L [--]. Lumentum $LITE [--]. ASE Technology $ASX [--]. BE Semiconductor Industries $BESI [--]. Elemental Royalty $ELE [--]. Sandisk $SNDK [--]. First Solar $FSLR [--]. Intel $INTC [--]. Credo Technology $CRDO"  
[X Link](https://x.com/IdeaLedger/status/2013027123573784609)  2026-01-18T23:14Z [--] followers, [---] engagements


"My Top [--] Stocks for [----] (Week 26/01/2026): [--]. SK Hynix $HY9H [--]. BE Semiconductor $BESI [--]. Samsung $SMSN.L [--]. ASE Technology $ASX [--]. Lumentum $LITE [--]. Elemental Royalty $ELE [--]. First Solar $FSLR [--]. Credo Technology $CRDO [--]. Intel $INTC [--]. Sovereign Metals $SVML.L"  
[X Link](https://x.com/IdeaLedger/status/2015516151690957182)  2026-01-25T20:04Z [--] followers, [---] engagements


"My Top [--] Stocks for [----] (Week 02/02/2026): [--]. SK Hynix $HY9H [--]. BE Semiconductor $BESI [--]. Samsung $SMSN.L [--]. ASE Technology $ASX [--]. Lumentum $LITE [--]. Elemental Royalty $ELE [--]. First Solar $FSLR [--]. Credo Technology $CRDO [--]. Lightpath $LPTH [--]. Sovereign Metals $SVML.L"  
[X Link](https://x.com/IdeaLedger/status/2018070811622641779)  2026-02-01T21:15Z [--] followers, [---] engagements


"@CedarStResearch Surely ai is a tailwind for a company like $NP too Maybe I just don't understand the company well enough. Insurers/financials aren't really my forte. I'm a big ai bull but the insurance/mga/broker sell off is the most crazy of them all so far imo"  
[X Link](https://x.com/IdeaLedger/status/2021628644935061743)  2026-02-11T16:53Z [--] followers, [---] engagements


"@QualityInvest5 Warned you about Uber as well. Happy to educate you on the current lawsuit going on if you like"  
[X Link](https://x.com/IdeaLedger/status/2022002196775415821)  2026-02-12T17:37Z [--] followers, [---] engagements

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