[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @KerrisdaleCap Kerrisdale Capital Kerrisdale Capital posts on X about $acmr, china, $aixa, maker the most. They currently have XXXXXX followers and XX posts still getting attention that total XX engagements in the last XX hours. ### Engagements: XX [#](/creator/twitter::486139568/interactions)  - X Week XXXXX +162% - X Month XXXXXX -XX% - X Months XXXXXXXXX +167% - X Year XXXXXXXXX -XX% ### Mentions: X [#](/creator/twitter::486139568/posts_active)  - X Week X -XX% - X Month XX -XX% - X Months XX +147% - X Year XX +83% ### Followers: XXXXXX [#](/creator/twitter::486139568/followers)  - X Week XXXXXX -XXXX% - X Month XXXXXX -XXXX% - X Months XXXXXX +4.90% - X Year XXXXXX +8% ### CreatorRank: undefined [#](/creator/twitter::486139568/influencer_rank)  ### Social Influence **Social category influence** [countries](/list/countries) XXXX% [finance](/list/finance) XXXX% **Social topic influence** [$acmr](/topic/$acmr) 14.29%, [china](/topic/china) 9.52%, [$aixa](/topic/$aixa) 4.76%, [maker](/topic/maker) 4.76%, [$bzu](/topic/$bzu) 4.76%, [level](/topic/level) 4.76%, [ai](/topic/ai) 4.76%, [$acmrs](/topic/$acmrs) 4.76%, [stocks](/topic/stocks) XXXX% **Top accounts mentioned or mentioned by** [@beuvingjordy](/creator/undefined) [@joinyellowbrick](/creator/undefined) [@taobanker](/creator/undefined) [@thesportsgenius](/creator/undefined) [@grok](/creator/undefined) [@seekingalpha](/creator/undefined) [@pearsonpc](/creator/undefined) [@giacobocanegra](/creator/undefined) [@floflo77](/creator/undefined) [@mono513nft](/creator/undefined) ### Top Social Posts Top posts by engagements in the last XX hours "Were long $AIXA in report at The dominant provider of equipment to make GaN and SiC semiconductors Aixtron is THE massive beneficiary of Nvidias proposed 800V data center power architecture targeted for 2027. 1/9" [X Link](https://x.com/KerrisdaleCap/status/1985357840404418634) 2025-11-03T14:46Z 87.3K followers, 76.7K engagements "Were long Buzzi SpA the worlds best cement maker trading at one of the lowest valuations. Report at Our fair value of $BZU based on cement comps implies stock px of XX XX% higher than current level 1/9" [X Link](https://x.com/KerrisdaleCap/status/1981718868197343280) 2025-10-24T13:46Z 87.3K followers, 100.3K engagements "Weve written an update on $ACMR available at The story has only gotten better since January with ACMS up 50%+ in China and Chinas semi capex growth being supercharged by the countrys own AI spending wave. 1/7" [X Link](https://x.com/KerrisdaleCap/status/1993321385267966181) 2025-11-25T14:10Z 87.3K followers, 26.2K engagements "$ACMR trades at just 1.4x 7.3x and 15.3x 2026E revenue EBITDA and GAAP net income respectively representing approximate 50-80% discounts to US European and Japanese WFE peers. In China ACMS trades at 9.5x 25E revenue while $ACMR in the U.S. trades at 1.7x. 6/7" [X Link](https://x.com/KerrisdaleCap/status/1993323609838719125) 2025-11-25T14:19Z 87.2K followers, 6177 engagements "$ACMRs Q3 miss provides an attractive entry for those who missed the stocks run-up earlier this year and we believe shares remain poised for multibagger returns. 7/7" [X Link](https://x.com/KerrisdaleCap/status/1993323926492266631) 2025-11-25T14:20Z 87.2K followers, 4997 engagements "Our $ACMR update on @SeekingAlpha can discuss comments and questions in the Q&A section:" [X Link](https://x.com/KerrisdaleCap/status/1995486161741967450) 2025-12-01T13:32Z 87.2K followers, 10.5K engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@KerrisdaleCap Kerrisdale Capital
Kerrisdale Capital posts on X about $acmr, china, $aixa, maker the most. They currently have XXXXXX followers and XX posts still getting attention that total XX engagements in the last XX hours.
Engagements: XX #
- X Week XXXXX +162%
- X Month XXXXXX -XX%
- X Months XXXXXXXXX +167%
- X Year XXXXXXXXX -XX%
Mentions: X #
- X Week X -XX%
- X Month XX -XX%
- X Months XX +147%
- X Year XX +83%
Followers: XXXXXX #
- X Week XXXXXX -XXXX%
- X Month XXXXXX -XXXX%
- X Months XXXXXX +4.90%
- X Year XXXXXX +8%
CreatorRank: undefined #
Social Influence
Social category influence countries XXXX% finance XXXX%
Social topic influence $acmr 14.29%, china 9.52%, $aixa 4.76%, maker 4.76%, $bzu 4.76%, level 4.76%, ai 4.76%, $acmrs 4.76%, stocks XXXX%
Top accounts mentioned or mentioned by @beuvingjordy @joinyellowbrick @taobanker @thesportsgenius @grok @seekingalpha @pearsonpc @giacobocanegra @floflo77 @mono513nft
Top Social Posts
Top posts by engagements in the last XX hours
"Were long $AIXA in report at The dominant provider of equipment to make GaN and SiC semiconductors Aixtron is THE massive beneficiary of Nvidias proposed 800V data center power architecture targeted for 2027. 1/9"
X Link 2025-11-03T14:46Z 87.3K followers, 76.7K engagements
"Were long Buzzi SpA the worlds best cement maker trading at one of the lowest valuations. Report at Our fair value of $BZU based on cement comps implies stock px of XX XX% higher than current level 1/9"
X Link 2025-10-24T13:46Z 87.3K followers, 100.3K engagements
"Weve written an update on $ACMR available at The story has only gotten better since January with ACMS up 50%+ in China and Chinas semi capex growth being supercharged by the countrys own AI spending wave. 1/7"
X Link 2025-11-25T14:10Z 87.3K followers, 26.2K engagements
"$ACMR trades at just 1.4x 7.3x and 15.3x 2026E revenue EBITDA and GAAP net income respectively representing approximate 50-80% discounts to US European and Japanese WFE peers. In China ACMS trades at 9.5x 25E revenue while $ACMR in the U.S. trades at 1.7x. 6/7"
X Link 2025-11-25T14:19Z 87.2K followers, 6177 engagements
"$ACMRs Q3 miss provides an attractive entry for those who missed the stocks run-up earlier this year and we believe shares remain poised for multibagger returns. 7/7"
X Link 2025-11-25T14:20Z 87.2K followers, 4997 engagements
"Our $ACMR update on @SeekingAlpha can discuss comments and questions in the Q&A section:"
X Link 2025-12-01T13:32Z 87.2K followers, 10.5K engagements