# ![@LeroyGroffier Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::846873845600444416.png) @LeroyGroffier Leroy Groffier

Leroy Groffier posts on X about japan, dram, china, ai the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::846873845600444416/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::846873845600444416/c:line/m:interactions.svg)

- [--] Week [-----] -64%
- [--] Month [------] +135%
- [--] Months [-------] +975%
- [--] Year [-------] +1,001%

### Mentions: [--] [#](/creator/twitter::846873845600444416/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::846873845600444416/c:line/m:posts_active.svg)

- [--] Week [--] -79%
- [--] Month [--] +11%
- [--] Months [---] +68%
- [--] Year [---] +329%

### Followers: [---] [#](/creator/twitter::846873845600444416/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::846873845600444416/c:line/m:followers.svg)

- [--] Week [---] +1.80%
- [--] Month [---] +13%
- [--] Months [---] +60%
- [--] Year [---] +123%

### CreatorRank: [---------] [#](/creator/twitter::846873845600444416/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::846873845600444416/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  25.49% [finance](/list/finance)  17.65% [technology brands](/list/technology-brands)  17.65% [countries](/list/countries)  17.65% [currencies](/list/currencies)  6.54% [cryptocurrencies](/list/cryptocurrencies)  5.88% [social networks](/list/social-networks)  1.96% [financial services](/list/financial-services)  #1560 [fashion brands](/list/fashion-brands)  1.31% [celebrities](/list/celebrities)  1.31%

**Social topic influence**
[japan](/topic/japan) 9.8%, [dram](/topic/dram) 5.88%, [china](/topic/china) 5.88%, [ai](/topic/ai) 3.92%, [strong](/topic/strong) 3.27%, [$6976t](/topic/$6976t) 3.27%, [$way](/topic/$way) 3.27%, [money](/topic/money) 3.27%, [samsung](/topic/samsung) 2.61%, [$4004t](/topic/$4004t) 2.61%

**Top accounts mentioned or mentioned by**
[@librewokebust](/creator/undefined) [@contrariancurse](/creator/undefined) [@asiandawn4](/creator/undefined) [@jbulltard1](/creator/undefined) [@glenrubin](/creator/undefined) [@oilfieldrando](/creator/undefined) [@garbagehuman24](/creator/undefined) [@jseinvest](/creator/undefined) [@themagaking](/creator/undefined) [@leveonbell](/creator/undefined) [@benioff](/creator/undefined) [@superbowl](/creator/undefined) [@iamwill](/creator/undefined) [@machinegunkelly](/creator/undefined) [@rustanddecay](/creator/undefined) [@kangminjlee](/creator/undefined) [@matthewdmarsden](/creator/undefined) [@restructuring](/creator/undefined) [@aledeniz](/creator/undefined) [@radiogenoa](/creator/undefined)

**Top assets mentioned**
[Waystar Holding Corp (WAY)](/topic/$way) [Booz Allen Hamilton Holding, Corp. (BAH)](/topic/$bah) [Teradyne, Inc. (TER)](/topic/$ter) [Apollo Global Management, Inc. (APO)](/topic/$apo) [Ares Management, Corp. (ARES)](/topic/$ares) [Microchip Technology Inc. (MCHP)](/topic/$mchp) [Sandisk Corporation (SNDK)](/topic/$sndk) [Accenture (ACN)](/topic/$acn) [Apple, Inc. (AAPL)](/topic/$aapl) [Johnson Controls International, PLC. (JCI)](/topic/$jci) [Allegro Microsystems Inc (ALGM)](/topic/$algm) [Analog Devices, Inc. (ADI)](/topic/$adi) [Texas Instruments (TXN)](/topic/$txn) [Fortress Transportation and Infrastructure Investors LLC Class A Common Stock (FTAI)](/topic/$ftai) [Electroneum (ETN)](/topic/$etn) [Workiva Inc. (WK)](/topic/$wk) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Metrix Coin (MRX)](/topic/$mrx) [Maplebear Inc. (CART)](/topic/$cart) [Shopify Inc (SHOP)](/topic/$shop) [MONDELEZ INTERNATIONAL INC (MDLZ)](/topic/$mdlz) [Stacks (STX)](/topic/$stx) [Reddit, Inc.  (RDDT)](/topic/$rddt) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Metadium (META)](/topic/$meta) [TPG Inc. (TPG)](/topic/$tpg) [Cummins Inc. (CMI)](/topic/$cmi) [Ryan Specialty Group Holdings, Inc (RYAN)](/topic/$ryan) [Arch Capital Group Ltd (ACGL)](/topic/$acgl) [Kinsale Capital Group, Inc. (KNSL)](/topic/$knsl) [Lemonade, Inc. (LMND)](/topic/$lmnd) [Alibaba Group (BABA)](/topic/$baba) [Americold Realty Trust, Inc. (COLD)](/topic/$cold) [Regeneron Pharmaceuticals Inc (REGN)](/topic/$regn) [Westlake Chemical, Corp. (WLK)](/topic/$wlk) [LyondellBasell Industries NV (LYB)](/topic/$lyb) [Dow Inc (DOW)](/topic/$dow) [Rockwell Automation (ROK)](/topic/$rok)
### Top Social Posts
Top posts by engagements in the last [--] hours

"ADVANTEST $6857 beat and raise vs. conservative guidance. Raising guidance on stronger ASIC tester orders. Set for 100% EPS growth in F3/26 and targeting 30% market growth next [--] yrs"  
[X Link](https://x.com/LeroyGroffier/status/2016521221085544607)  2026-01-28T14:38Z [---] followers, [---] engagements


"$TER blowout guidance logically enough following Advantest's numbers. "DecQ was the largest semiconductor test quarter in company history surpassing the prior peak in Q221." Call commentary will be interesting: folks want to see memory testing growing faster than logic/Apple better structural diversification. https://twitter.com/i/web/status/2018679147682279804 https://twitter.com/i/web/status/2018679147682279804"  
[X Link](https://x.com/LeroyGroffier/status/2018679147682279804)  2026-02-03T13:33Z [---] followers, [---] engagements


"$APO and $ARES seem to have significant exposure to IT service industry private credit which is the area of greatest concern"  
[X Link](https://x.com/LeroyGroffier/status/2019045899796910280)  2026-02-04T13:50Z [---] followers, [----] engagements


"Alt Managers: $TPG most exposed to IT services (and to PE generally); $APO & $ARES most exposed to pvt credit. Sell-side vocally defending these names today but it doesn't look good"  
[X Link](https://x.com/LeroyGroffier/status/2019044582366052593)  2026-02-04T13:45Z [---] followers, [----] engagements


"$JCI strong Dec qtr (FQ1) with orders +39% organically and backlog +20% YoY. Order rebound in US industrials is the emerging trend. This is why $XLI is outperforming"  
[X Link](https://x.com/LeroyGroffier/status/2019055764363440289)  2026-02-04T14:29Z [---] followers, [---] engagements


"$MCHP Microchip drags along the rest of the analog sector with the second up-guide (rev +5%) in [--] weeks. King of operating leverage showing summertime jitters about industrial semis were overblown. Readacross $6723 Renesas; $ALGM; $ADI. I'd say $TXN but it always jinxes me"  
[X Link](https://x.com/LeroyGroffier/status/2008603080976462092)  2026-01-06T18:14Z [---] followers, [---] engagements


"CUMMINS $CMI getting carried out on a beat accompanied by conservative guidance. Suffering the fate of many well-held large caps with data center exposure"  
[X Link](https://x.com/LeroyGroffier/status/2019495605639221718)  2026-02-05T19:37Z [---] followers, [---] engagements


"SAMSUNG ELEC (005930 KS) buying today after being tempted by this name recently b/c of underperformance and exposure to commodity DRAM/NAND which has been the theme driving YTD rallies in $SNDK and Kioxia (285A JP). Shawn Kim of MS stepping behind this theme today. And yes there's a Deepseek angle lol. Will be keeping this on a tight leash however as it feels a bit cute. As for Kioxia watch out for that capital raise (incoming). https://twitter.com/i/web/status/1902252283942862880 https://twitter.com/i/web/status/1902252283942862880"  
[X Link](https://x.com/LeroyGroffier/status/1902252283942862880)  2025-03-19T06:54Z [---] followers, [---] engagements


"2600 HK CHALCO: stock back to Sep '17 and Sep '21 levels. On a [--] yr sentiment cycle Maybe but earnings leverage and FCF are in a muuuuch better place vs. years past. 10% FCF yield 4% div yield and improving mgns by increasing bauxite self-sufficiency from 60% to 100%"  
[X Link](https://x.com/LeroyGroffier/status/1966400803905876306)  2025-09-12T07:17Z [---] followers, [---] engagements


"Big P&C Ins piece out by MS today: prefer $RYAN $ACGL $KNSL ug $LMND"  
[X Link](https://x.com/LeroyGroffier/status/2000979999944286520)  2025-12-16T17:23Z [---] followers, [---] engagements


"$FTAI staying relevant during CES with its CFM56-to-power conversion plan. Not as well-suited to power mkt as GEV's aerospace derived LM6000 but still viable in a world of constrained output. Where's Muddy Waters on this"  
[X Link](https://x.com/LeroyGroffier/status/2008636261414666494)  2026-01-06T20:26Z [---] followers, [---] engagements


"JAPAN SPECIALTY CHEMS/MATERIALS Resonac $4004; Mitsui Kinzoku $5706; Nitto Boseki $3110 getting serious traction into wkend after TSMC provides visibility for supply chain. CCLs; semi backend chems; ultra-thin copper foil; glass fiber cloth--growth accelerating. GS initiation giving theme more juice. https://twitter.com/i/web/status/2012060972811202849 https://twitter.com/i/web/status/2012060972811202849"  
[X Link](https://x.com/LeroyGroffier/status/2012060972811202849)  2026-01-16T07:14Z [---] followers, [---] engagements


"Sun Art CEO on the run / at a black site. Luckily $BABA sold this co last yr to DCP (pvt equity firm owned by ex KKR Asia guys). Your PE dollars at work"  
[X Link](https://x.com/LeroyGroffier/status/2019070453000581585)  2026-02-04T15:28Z [---] followers, [---] engagements


"RESONAC $4004 Nomura raises '26e OP +41% and 27e +30% on last week's announced CCL price hikes. So not "priced in" after all. Warns re: potential conservative guidance at [--] Feb results. Key beneficiary of tight supply:demand in AI materials chain"  
[X Link](https://x.com/LeroyGroffier/status/2014218340185620722)  2026-01-22T06:07Z [---] followers, [--] engagements


"@ContrarianCurse family member sends the annual financial scandal written up by Vanity Fair [--] months after everyone in them market has forgotten about it"  
[X Link](https://x.com/LeroyGroffier/status/2020928139564646864)  2026-02-09T18:29Z [---] followers, [----] engagements


"NEG $5214 selling continues on this laggard semi materials play. Q4 semi support glass results/outlook weaker and outlook for new glass fiber product is too abstract. Tech specialists stepping away to reassess"  
[X Link](https://x.com/LeroyGroffier/status/2021097648334180404)  2026-02-10T05:43Z [---] followers, [---] engagements


"Japan Passive Components: Nomura raised estimates across the board for TDK 6762; Murata 6981; Taiyo Yuden [----]. Stealth rally in these names as investors realize strong demand is not simply "pull forward" (similar story to memory) and that AI server loads will steadily increase in 2026-27 driving demand for higher end MLCCs and silicon capacitors. https://twitter.com/i/web/status/1982793340501315826 https://twitter.com/i/web/status/1982793340501315826"  
[X Link](https://x.com/LeroyGroffier/status/1982793340501315826)  2025-10-27T12:55Z [---] followers, [---] engagements


"NABTESCO $6268 (iREX expo) giving the people what they want with a new line of mini reduction gears potentially applied in humanoid robots. Competing with Harmonic Drive $6324"  
[X Link](https://x.com/LeroyGroffier/status/1996476947669655977)  2025-12-04T07:09Z [---] followers, [---] engagements


"KHI $7012 with a surprisingly strong and differentiated showing at iRex last week. "KHI explained that its humanoids are being developed with an emphasis on practicality in expected use cases rather than making any extravagant actions""  
[X Link](https://x.com/LeroyGroffier/status/1998487607018430868)  2025-12-09T20:19Z [---] followers, [---] engagements


"$COLD on the move on activist involvement. Some recent management tidbits"  
[X Link](https://x.com/LeroyGroffier/status/2000988951621013514)  2025-12-16T17:58Z [---] followers, [---] engagements


"$REGN Merrill upgrade: possible MFN resolution and Eylea gaining mkt share. TP [---] conservative"  
[X Link](https://x.com/LeroyGroffier/status/2009144720484626488)  2026-01-08T06:06Z [---] followers, [---] engagements


"$ACN breaking out possibly on agentic AI/recent M&A. Possibly on short-covering vs. collapsing IGV. Either way likely has positive earnings revision momentum this year"  
[X Link](https://x.com/LeroyGroffier/status/2011546287523708944)  2026-01-14T21:09Z [---] followers, [---] engagements


"$DOW and peers have climbed steadily since the last wave of negative earnings revisions in mid-Dec. Fundamentally we have seen commodity capacity closures at the margin and rumblings of housing stimulus. Now outperforming on a weak day. $WLK $LYB as well"  
[X Link](https://x.com/LeroyGroffier/status/2011546982305972345)  2026-01-14T21:12Z [---] followers, [---] engagements


"$XLI $JCI $ROK $ETN US industrials o/p SPX by 5% YTD on fundamental strength. US industrial machinery orders +17% yoy YTD. Reshoring is happening and faith will grow in 2026"  
[X Link](https://x.com/LeroyGroffier/status/2011905555212931386)  2026-01-15T20:57Z [---] followers, [---] engagements


"@Libre_Wokebust Mild negative for Japan as a kneejerk reaction via possible risk-off Yen strengthening but ultimately not meaningful for Japan tech which I like here. Positive for defense names in Japan/Korea. Probably positive for commodities"  
[X Link](https://x.com/LeroyGroffier/status/2012979708435038549)  2026-01-18T20:05Z [---] followers, [--] engagements


"JAPAN SEMI/PCB MATERIALS: RESONAC $4004 NITTO BOSEKI $3110 MITSUI KINZOKU $5706 continue running in soft tape today. Factoid on Resonac: 100% global mkt share in copper-clad laminates (CCLs) used in AI GPUs and ASICs. Pricing power"  
[X Link](https://x.com/LeroyGroffier/status/2013147284180025755)  2026-01-19T07:11Z [---] followers, [---] engagements


"$AAPL $6988 NITTO DENKO a/h beat on solid Apple orders (tapes films PCBs) and unconcerned about smartphone/table/PC slowdown. Could be taken positively for AAPL"  
[X Link](https://x.com/LeroyGroffier/status/2015817300943757530)  2026-01-26T16:01Z [---] followers, [---] engagements


"$TXN was probably the worst-positioned among analog peers from a channel inventory and end-market standpoint. If it is showing green shoots and book:bill [--] the $MCHP; $ADI; $ALGM; $6723s of the world are probably doing even better"  
[X Link](https://x.com/LeroyGroffier/status/2016480693006524719)  2026-01-28T11:57Z [---] followers, [---] engagements


"SK HYNIX $000660 positive earnings warning. Bit growth and ASP trends in line for Q4 better for Q1 in line (read "conservative") for FY2026. Guiding for "considerable increase" in capex for [----] which is new. Positive a/h reaction [----] = year of SPE"  
[X Link](https://x.com/LeroyGroffier/status/2016485940856750195)  2026-01-28T12:18Z [---] followers, [----] engagements


"$ASML getting faded on good numbers. Ran hot into numbers and is a consensus trade-pft taking. Additionally earnings call color (Q4 orders likely-'27 revenue) and co ceasing to report quarterly orders/backlog this year - likely a cold shower for the zealots. Attached comments are from a bear who hasn't gotten it right. Personally I'd start accumulating in coming days. Mgmt emphasized that orders have been coming on strong in last [--] weeks. https://twitter.com/i/web/status/2016579940880196042 https://twitter.com/i/web/status/2016579940880196042"  
[X Link](https://x.com/LeroyGroffier/status/2016579940880196042)  2026-01-28T18:31Z [---] followers, [---] engagements


"SK HYNIX $000660 GS raising TP 700K--1200000 and now expecting 150% rev growth in 26e accompanied by record-high 75%+ DRAM OPM. That would be a moving train. Let's pause to appreciate that 70% upward revision in 26e REVENUE (). Love this business"  
[X Link](https://x.com/LeroyGroffier/status/2016953714141999228)  2026-01-29T19:16Z [---] followers, [----] engagements


"SUMITOMO BAKELITE $4203 delivering consistent growth. Encapsulation materials & films leveraged to China legacy logic; power semis. More signs of industrial semi recovery"  
[X Link](https://x.com/LeroyGroffier/status/2018686267890753570)  2026-02-03T14:01Z [---] followers, [---] engagements


"$ETN has u/p US Machinery index by 28% since Jul [----] used as funding short due to limpy orders and perceived margin pressure. US Electrical orders now clearly in rebound mode. Spinoff of "mobility" (auto components) biz will also result in 75% electrical; 15% aerospace; 10% liquid cooling core biz. https://twitter.com/i/web/status/2019054789854720243 https://twitter.com/i/web/status/2019054789854720243"  
[X Link](https://x.com/LeroyGroffier/status/2019054789854720243)  2026-02-04T14:25Z [---] followers, [---] engagements


"$STZ $TAP [--] year "beer cycle" is nearing its end--which explains a lot. Here I've been trying to prognosticate the future using the Chinese zodiac for the last several decades when there was a much more germane option at hand"  
[X Link](https://x.com/LeroyGroffier/status/2019142565682176446)  2026-02-04T20:14Z [---] followers, [---] engagements


"$GOOGL hanging in there after mixed early reaction. Clearly some concerns re: FCF dip in 26e but guided revenue growth accelerating to 22% and consensus numbers are being taken up. MS expecting 71% GCP growth in '26. Looks good here"  
[X Link](https://x.com/LeroyGroffier/status/2019511542124015921)  2026-02-05T20:40Z [---] followers, [---] engagements


"AJINOMOTO $2802 predictable beat apparently not predicted by all. Stock coming out of penalty box after food mgns disappointed last Q. Big upward revision in ABF film rev (41% gr in Q3) and margins while food recovered & guided up"  
[X Link](https://x.com/LeroyGroffier/status/2019657239934693507)  2026-02-06T06:19Z [---] followers, [--] engagements


"MOORE THREADS $688795 homegrown LLM fervor has cooled somewhat since IPO"  
[X Link](https://x.com/LeroyGroffier/status/2019663155186844026)  2026-02-06T06:43Z [---] followers, [---] engagements


"@Oilfield_Rando All these Europeans take their US politics from CNN's editorializations without questioning anything. Also Italians are scum"  
[X Link](https://x.com/LeroyGroffier/status/2019996800673784204)  2026-02-07T04:49Z [---] followers, [---] engagements


"@AsianDawn4 where's the "stop the Asian hate" crowd on this"  
[X Link](https://x.com/LeroyGroffier/status/2019997499604496880)  2026-02-07T04:51Z [---] followers, [---] engagements


"@jbulltard1 So the 70s got to fantasize about Elvis and we're stuck with this mfer"  
[X Link](https://x.com/LeroyGroffier/status/2020098231565242736)  2026-02-07T11:32Z [---] followers, [--] engagements


"@GarbageHuman24 True and don't start shit when your entire bloodline is within reach and vulnerable. That's jungle law #1"  
[X Link](https://x.com/LeroyGroffier/status/2020098926997565886)  2026-02-07T11:34Z [---] followers, [---] engagements


"@jbulltard1 @JSE_Invest classic funding short until they change CEOs"  
[X Link](https://x.com/LeroyGroffier/status/2020115965913051271)  2026-02-07T12:42Z [---] followers, [---] engagements


"@themagaking and then refused to endorse Hillary because Bill was "banging bimbos at home" lol. Cant' hate him too much"  
[X Link](https://x.com/LeroyGroffier/status/2020165675780596020)  2026-02-07T16:00Z [---] followers, [---] engagements


"@LeVeonBell midnight Nescafe"  
[X Link](https://x.com/LeroyGroffier/status/2020393812258865249)  2026-02-08T07:06Z [---] followers, [--] engagements


"@Benioff @SuperBowl @iamwill @machinegunkelly I told you all the black shirt store cut him off. Marc it's an improvement I'll give you that"  
[X Link](https://x.com/LeroyGroffier/status/2020450806747578604)  2026-02-08T10:53Z [---] followers, [---] engagements


"@Libre_Wokebust reported Q3 and raised the guide. Delta was motorcycles which people tend to hate but looking for growth here"  
[X Link](https://x.com/LeroyGroffier/status/2020819580650676579)  2026-02-09T11:18Z [---] followers, [--] engagements


"@Rust_And_Decay on further observation that getup he has on perfectly blends the Papal gown with Bill Belichick's cut-off sweathshirt look and is thus somewhat appropriate"  
[X Link](https://x.com/LeroyGroffier/status/2020822842351448245)  2026-02-09T11:31Z [---] followers, [---] engagements


"@kangminjlee true: everyone hates Chileans. Argentina hates everyone. Brazil is unaware anyone else exists. And so on"  
[X Link](https://x.com/LeroyGroffier/status/2020870546192249074)  2026-02-09T14:40Z [---] followers, [----] engagements


"@matthewdmarsden partly because nobody knew exactly what Prince was (which is an achievement in itself)"  
[X Link](https://x.com/LeroyGroffier/status/2020889663011959036)  2026-02-09T15:56Z [---] followers, [---] engagements


"@Restructuring__ he dareth insult the no mouse crew"  
[X Link](https://x.com/LeroyGroffier/status/2020896180973269186)  2026-02-09T16:22Z [---] followers, [--] engagements


"@aledeniz @RadioGenoa good move might as well upgrade cars while they were at it"  
[X Link](https://x.com/LeroyGroffier/status/2020929124458737725)  2026-02-09T18:33Z [---] followers, [--] engagements


"TOKYO KEIKI $7721 positive reaction to upward guidance: backlog remains high due to marine systems (gyrocompasses & autopilot systems) despite temporary falloff in defense as F-15 radar upgrade rolls off. Safe to say that military orders will be increasing soon while marine backlog continues to build. https://twitter.com/i/web/status/2020981911523582124 https://twitter.com/i/web/status/2020981911523582124"  
[X Link](https://x.com/LeroyGroffier/status/2020981911523582124)  2026-02-09T22:03Z [---] followers, [---] engagements


"@FenixAmmunition New Balance were made in USA till mid-2000s"  
[X Link](https://x.com/LeroyGroffier/status/2021450603143234023)  2026-02-11T05:05Z [---] followers, [--] engagements


"Takaichi conveys her intention to run in the LDP presidential election to former Prime Minister Kishida Japan PM candidates and implications. Consumer and infrastructure names have been running. Koizumi seems logical but a bit young and possessed of some now-atavistic ideas about nuclear. Probably Takaichi: long nuclear energy security defense. https://t.co/UKZpjwgahn Japan PM candidates and implications. Consumer and infrastructure names have been running. Koizumi seems logical but a bit young and possessed of some now-atavistic ideas about nuclear. Probably Takaichi: long nuclear energy"  
[X Link](https://x.com/LeroyGroffier/status/1966020925117087867)  2025-09-11T06:08Z [---] followers, [--] engagements


"MS u/g memory sector to BUY on DRAM outlook improvement building on prev noted NAND shortage. Like Sammy Hynix ASML SNDK Kioxia KLAC. Names have run but the datapoints have improved very quickly/recently. Eat your Sammy it's good for you. NAND breakout: MS "breaking the table in half". Difficult psychologically to engage with a commodity that has been a dog since post-COVID glut but. Base case 2% NAND shortage by Q1 26; Bull case with near-line eSSD adoption = 8% undersupply. ASP upside likely explosive. https://t.co/4MP1TGWNSo NAND breakout: MS "breaking the table in half". Difficult"  
[X Link](https://x.com/LeroyGroffier/status/1969968360688636094)  2025-09-22T03:33Z [---] followers, [---] engagements


"APPLE component plays on the move. First NAND then DRAM now smartphones. Tech outlook (consumer and hyperscale) taking a nice leg up into year end"  
[X Link](https://x.com/LeroyGroffier/status/1969983409679429646)  2025-09-22T04:33Z [---] followers, [--] engagements


""Unprecedented" memory super-cycle. These words are not uttered lightly. NAND and DRAM demand have taken analysts/investors by surprise. Nomura revises Sammy earnings up 80%"  
[X Link](https://x.com/LeroyGroffier/status/1971019185573740808)  2025-09-25T01:09Z [---] followers, [---] engagements


"HYNIX (and rest of memory complex): "street" not yet grasping NAND/DRAM upside. Commodity memory in dumps since [----] but now AI inference-related demand is a completely new source of demand & set to 5-6x in next [--] years--and supply is not being increased"  
[X Link](https://x.com/LeroyGroffier/status/1973473093441204276)  2025-10-01T19:40Z [---] followers, [----] engagements


"SAMMY / HYNIX Stargate story: no details but representative of what is now going on behind the scenes: big buyers locking in supply in anticipation of future DRAM/NAND shortages. Awesome for Sammy/Hynix margins just makes the spot market even tighter. Panic buying in effect"  
[X Link](https://x.com/LeroyGroffier/status/1973616213382005050)  2025-10-02T05:09Z [---] followers, [--] engagements


"Stargate Sammy/HYNIX DRAM LOI: Stargate known to err on the side of melodrama but nominal demand of 900K wafers per month is 50% of current global DRAM capacity. Probably nothing lol"  
[X Link](https://x.com/LeroyGroffier/status/1973618374262313009)  2025-10-02T05:17Z [---] followers, [--] engagements


"MU catches u/g from MS. DRAM spot is increasing so rapidly that analysts will be forced to raise estimates on a rolling basis. "Multiple quarters of double digit price increases" are not priced in yet"  
[X Link](https://x.com/LeroyGroffier/status/1975128921877467244)  2025-10-06T09:20Z [---] followers, [---] engagements


"As recently as August analysts were spinning the twin bear cases: 1) Q2 DRAM/NAND strength was simply tariff "pull forward demand"; and 2) HBM prices were destined to plummet in [----] with Samsung market entry. All that shit is out the window and not everyone realizes it yet. MU catches u/g from MS. DRAM spot is increasing so rapidly that analysts will be forced to raise estimates on a rolling basis. "Multiple quarters of double digit price increases" are not priced in yet. https://t.co/rBzJ31Vey7 MU catches u/g from MS. DRAM spot is increasing so rapidly that analysts will be forced to raise"  
[X Link](https://x.com/LeroyGroffier/status/1975130491042091098)  2025-10-06T09:26Z [---] followers, [---] engagements


"PSP XRT HYG seem like worthwhile shorts here: could accelerate to downside if things worsen but unlikely to rip your face off if some random Fed governor has an outburst"  
[X Link](https://x.com/LeroyGroffier/status/1976341479783268587)  2025-10-09T17:38Z [---] followers, [---] engagements


"MS Rare Earth basket +15%: these small illiquid names are being supercharged by small HF allocations that have just begun. MS GS and others have only begun to flog these baskets in earnest over the past few days"  
[X Link](https://x.com/LeroyGroffier/status/1978016153604640910)  2025-10-14T08:32Z [---] followers, [--] engagements


"Call it like it is Scottie burn it all. U.S. Treasurys Bessent has called the China trade negotiator disrespectful and unhinged" per FT U.S. Treasurys Bessent has called the China trade negotiator disrespectful and unhinged" per FT"  
[X Link](https://x.com/LeroyGroffier/status/1979090511647350804)  2025-10-17T07:42Z [---] followers, [---] engagements


"OBIC Business Consultants (4733): flat earnings and modest guidance stock +13%. Tell me more about SME software spending in Japan"  
[X Link](https://x.com/LeroyGroffier/status/989309013421510657)  2018-04-26T01:03Z [---] followers, [--] engagements


"MLCCs: GS joins the fanboy party with another industry "deep dive" UG Taiyo Yuden to BUY post close on Fri (looks like that leaked out hwvr). Now BUY on all majors. Officially the trendiest theme out there right now"  
[X Link](https://x.com/LeroyGroffier/status/1008251045477093376)  2018-06-17T07:32Z [---] followers, [--] engagements


"MLCCs: Taiyo Yuden Murata and TDK hwvr are all already at/very close to GS 12m TP. SEMCO = largest upward EPS revisions and still 20% upside to TP. All names have been vertical for [--] weeks however so trading them will get a bit tricky. Shorts still getting carried out"  
[X Link](https://x.com/LeroyGroffier/status/1008252993920045056)  2018-06-17T07:40Z [---] followers, [--] engagements


"JAPAN MLCCs: Citi ug Murata BUY keeps Taiyo Yuden Neutral after doubling () target price on latter. Citi about 8% above F3/20 consensus on Murata and 3% above on Taiyo Yuden. If you felt bad about missing the rally maybe this will take away some of the sting"  
[X Link](https://x.com/LeroyGroffier/status/1021685122205016065)  2018-07-24T09:14Z [---] followers, [--] engagements


"KENEDIX OFFICE REIT 8972: CITI init BUY. J-REITs generally look good with solid rent reversions KDO best positioned in mid-sized office building space seeing 5-7% rent increases. BoJ behind schedule in REIT buying 50% of annual budget left w/ [--] mos left in the year"  
[X Link](https://x.com/LeroyGroffier/status/1049839426778492929)  2018-10-10T01:49Z [---] followers, [--] engagements


"$FTAI Deal details below. [----] EBITDA was $570mn - $850mn in 24E and previously guided to rise to $1.25bn in 26E. This deal is potentially $200mn EBITDA accretive. FTAI could continue to grow cash flow at annual rate of 20% organically with upside from similar future deals"  
[X Link](https://x.com/LeroyGroffier/status/1874145824516825305)  2024-12-31T17:29Z [---] followers, [--] engagements


"$NPWR CEO Dan Rice IV is on the board of $EQT which is run by little bro Toby Rice. Building demo plant in La Porte TX with equipment from $BKR and finalizing FEED study for $1bn Permian plant "soon". Risk from unproven technology and uncertain timing of projects"  
[X Link](https://x.com/LeroyGroffier/status/1874549849850618212)  2025-01-01T20:14Z [---] followers, [---] engagements


"$FRO Frontline CEO quoted today about impact of China becoming more compliant with sanctions"  
[X Link](https://x.com/LeroyGroffier/status/1876710688770400671)  2025-01-07T19:21Z [---] followers, [----] engagements


"Trimmed more $ARM closed out $AMD bullish RR shorting $TER and $WK"  
[X Link](https://x.com/LeroyGroffier/status/1882861738053247416)  2025-01-24T18:43Z [---] followers, [---] engagements


"OK so opened a bearish $NVDA put spread this am; covered $TER short as Advantest posted good #s overnight and want to let that play out bf reentering; shorting $BAH; added to $HUBS on pullback"  
[X Link](https://x.com/LeroyGroffier/status/1884674347551326376)  2025-01-29T18:45Z [---] followers, [---] engagements


"Names with Gains: VNET; WAY; BAH A quick Kung Hei Fat Choi to traders who could use a little Cantonese luck through earnings season And a followup on VNET (long); WAY (long); and BAH (short) which delivered some gains this week. https://screendozer.substack.com/p/names-with-gains-vnet-way-bah https://screendozer.substack.com/p/names-with-gains-vnet-way-bah"  
[X Link](https://x.com/LeroyGroffier/status/1884935177366876171)  2025-01-30T12:02Z [---] followers, [---] engagements


"$ARES also misses following $KKR (and APO). Common issue was slow net deployment of committed capital while KKR missed on FRE margin/investment income and ARES missed on FRPR revenue (credit funds underperforming expectations). KKR on 20x 26e P/E and ARES on 35x with street baking in 25%/20% EPS growth respectively. Analysts don't seem very concerned about this"  
[X Link](https://x.com/LeroyGroffier/status/1887120830028824646)  2025-02-05T12:47Z [---] followers, [---] engagements


"Trimming more $VNET; selling $AZN; shorting $PINS (into numbers risky game); entered bullish RR on $MRX"  
[X Link](https://x.com/LeroyGroffier/status/1887580998508159332)  2025-02-06T19:15Z [---] followers, [---] engagements


"NEW IDEAS: Delivering the Goods $CART Instacart $UTI Universal Technical Institute $HQY Healthequity https://screendozer.substack.com/p/buythenames-cart-uti-hqy https://screendozer.substack.com/p/buythenames-cart-uti-hqy"  
[X Link](https://x.com/LeroyGroffier/status/1888957863034233156)  2025-02-10T14:27Z [---] followers, [---] engagements


"$WAY rated new BUY at Jefferies. Good call. (ER [--] FEB pre mkt)"  
[X Link](https://x.com/LeroyGroffier/status/1889300523494281506)  2025-02-11T13:08Z [---] followers, [---] engagements


"$SHOP trading down small after reporting Q4. Numbers look good to us stock seems a bit crowded happy to own here buying more lower"  
[X Link](https://x.com/LeroyGroffier/status/1889307876126085403)  2025-02-11T13:37Z [---] followers, [---] engagements


"Added to $MDLZ $AAPL $STX positions; STC $V calls; STC $SHOP calls; trimming $WAY"  
[X Link](https://x.com/LeroyGroffier/status/1890112429637660789)  2025-02-13T18:54Z [---] followers, [---] engagements


"SONY (6758 JP / $SONY) +8.7% overnight. FQ3 beat and raise. Strength in Games Music Electronic Products and CMOS Sensors. Like holding / adding it here"  
[X Link](https://x.com/LeroyGroffier/status/1890298040512311477)  2025-02-14T07:12Z [---] followers, [---] engagements


"$WYNN delivered a beat vs. low expectations and a recent history of disappointing on cost side. Wynn Palace Macau and Wynn Vegas were strong and guidance is roughly flat after 46% EPS growth in [----]. Just need to grind out growth in Macau (China recovery) and maintain current trajectory in Vegas. Al Marjan comes onstream Q1 [----] already built to 37th floor"  
[X Link](https://x.com/LeroyGroffier/status/1890391934843199592)  2025-02-14T13:25Z [---] followers, [----] engagements


"Sold $STX trimming $WAY and $EWZ; added $JPM; shorting $RDDT (against short put lower). Down on big volume yday and can't find a bid today"  
[X Link](https://x.com/LeroyGroffier/status/1890451335675290002)  2025-02-14T17:21Z [---] followers, [---] engagements


"$WAY Solid beat in Q4 conservative guidance for [----]. Guiding for $1.30'25e EPS (50% higher than consensus est). Stock down slightly after outperformance heading into earnings good opportunity to add"  
[X Link](https://x.com/LeroyGroffier/status/1891931608371941658)  2025-02-18T19:23Z [---] followers, [---] engagements


"Buying $SOFI $DASH $WAY; selling $IEV $VNET $AVGO $INTC $META $AMZN; shorting $PWR $RDDT $WPP $HYG"  
[X Link](https://x.com/LeroyGroffier/status/1891938827050094941)  2025-02-18T19:52Z [---] followers, [---] engagements


"bought $GMAB $COF $MCHP $CART; sold $VNET $PRMB $MRX; shorted $PEGA"  
[X Link](https://x.com/LeroyGroffier/status/1892324260938481922)  2025-02-19T21:23Z [---] followers, [---] engagements


"In my experience companies that repurchase shares w/o canceling do not get credit for returning cash to shareholders. There are a few reasons for this: 1) The shares become an overhang as they can be sold into the open market at any time 2) Your share of company equity does not increase 3) The treasury shares are basically a portfolio investment so it's the same to me if the company buys its own shares or buys shares in Tencent for example. I'd actually prefer the latter. If Baidu shares go down in value they are actually destroying value by repurchasing rather than paying me a dividend or"  
[X Link](https://x.com/LeroyGroffier/status/1892457953518666182)  2025-02-20T06:15Z [---] followers, [--] engagements


"partial covers: $BAH $UNH $CCJ; covered $BKE"  
[X Link](https://x.com/LeroyGroffier/status/1892972867345678517)  2025-02-21T16:21Z [---] followers, [---] engagements


"@lessa_john1019 Time will tell But I think should outperform NDX at any rate. MSFT: may ratchet dn capex solid cash flow will be rewarded mean reversion vs. MAG7. DASH: dd user growth margin expansion improving unit economics acquisition target"  
[X Link](https://x.com/LeroyGroffier/status/1893187780785709339)  2025-02-22T06:35Z [---] followers, [--] engagements


"@sonalibasak I wouldn't choose Stevie Cohen as the moral authority on baseball let alone govt spending. Will you condemn him for profiting from economic contraction--or praise him for confirming your ideological bias Also he's wearing a Mets hat in Miami. Gauche"  
[X Link](https://x.com/LeroyGroffier/status/1893191286124945617)  2025-02-22T06:49Z [---] followers, [---] engagements


"HK/China Property names leading today on this headline: "China Developers Buy Land at 20% Premium in Bet on Market Bottom". For context land premia went to 0% while 30%+ of land auctions failed during the dark days of 2021-22. Leading China prop names like CR Land Longfor (960) Coli Seazen have survived and will benefit from reflation and consolidation but their share prices are still 50-80% below historical highs whereas their bond prices are signaling a full recovery. Note that bona fide zombie prop companies like Sunac are -95% from highs with bond prices still hovering in the low teens."  
[X Link](https://x.com/LeroyGroffier/status/1893940088431632501)  2025-02-24T08:24Z [---] followers, [--] engagements


"Trimming $KO $MDLZ $META $TLT; partial cover $WK $AMZN $HYG"  
[X Link](https://x.com/LeroyGroffier/status/1894831335929205047)  2025-02-26T19:26Z [---] followers, [---] engagements


"$BAH $ACN $FTI DOGE is eliminating most fed govt consulting contracts. DOGE website shows CFPB (not even an agency but an "independent bureau" of the Fed)--now being shut down--alone has consulting contracts (only counting those signed in Feb) worth at least $700mn an even $100mn for each of the following: Accenture Deloitte Guidehouse Fors Marsh Ernst & Young Federal Management Partners Censeo Why does the CFPB need management consultants The CFPB's job is (was) ostensibly to protect consumers from predatory lending. In actuality however it was a shakedown machine securing protection money"  
[X Link](https://x.com/LeroyGroffier/status/1896104202138497340)  2025-03-02T07:44Z [---] followers, [----] engagements


"Partial sale $QQQ puts; $NVDA puts; shorting $ACN; part cover $APO"  
[X Link](https://x.com/LeroyGroffier/status/1896963373943923180)  2025-03-04T16:38Z [---] followers, [---] engagements


"$BAH new bond issue prob in $500-700mn range: IPT 10Y + 190bps which is about 50bps worse than co's outstanding 5.95% [----] maturity notes. Indicative yield of 6.2%. With so many other issuers sitting this out why raise money during this bloodbath Again junk and near-junk looking shaky here"  
[X Link](https://x.com/LeroyGroffier/status/1899462394083999789)  2025-03-11T14:08Z [---] followers, [---] engagements


"Selling Tencent (700 HK) and Kuaishou (1024 HK)"  
[X Link](https://x.com/LeroyGroffier/status/1902601387139072213)  2025-03-20T06:01Z [---] followers, [--] engagements


"Japan Engine [----] JP (+7%) follow-through after reporting solid order growth in Q1: Q1 order intake strong at Y8.53bn a 34.2% increase yoy with notable growth in high margin after-sales services and licensing-related orders. Other marine equipment: Furuno Electric [----] +6%; Terasaki [----] + 3%"  
[X Link](https://x.com/LeroyGroffier/status/1957679239446098154)  2025-08-19T05:41Z [---] followers, [--] engagements


"FTAI: [--] months back folks were shorting at the lows. +90% later ratings are all "buy" and co is expected to grow rev & EBITDA 50%+ this year. Co fcasts $750mn FCF this yr growth being driven by product sales i.e. strategy is working. BTIG raises TP to $230"  
[X Link](https://x.com/LeroyGroffier/status/1960030814819041552)  2025-08-25T17:25Z [---] followers, [---] engagements


"Toyo Tire [----] JP upgraded at Nikko TP hike at GS today. Japanese tires generally well-positioned in US mkt as imports are shut out most have local production and prices are rising. Toyo esp strong in after mkt light truck tires high ASP niche"  
[X Link](https://x.com/LeroyGroffier/status/1966383127112057044)  2025-09-12T06:07Z [---] followers, [---] engagements


"TOYO TIRE [----] JP: GS highlighting that OBBB Act favors light trucks vs. soymobiles and that Toyo derives 70-80% of OP from US mkt. Toyo shifting production capacity to "high-inch" tires where supply-demand is tight. This company 'gets' the US mkt"  
[X Link](https://x.com/LeroyGroffier/status/1966384840116510760)  2025-09-12T06:14Z [---] followers, [--] engagements


"DRAM & NAND Price increases accelerate: "4Q25 pricing has moved much higher recently for NAND and DRAM and a return to peak levels would suggest prices doubling from here.Inference workloads are emerging as the dominant force in the commodity memory market.""  
[X Link](https://x.com/LeroyGroffier/status/1980197086147567745)  2025-10-20T08:59Z [---] followers, [---] engagements


"9992 HK You wonder why they couldn't formally announce their earnings release date in advance like civilized human beings"  
[X Link](https://x.com/LeroyGroffier/status/1980518080360206503)  2025-10-21T06:14Z [---] followers, [--] engagements


"NIDEC [----] JP: not ideal"  
[X Link](https://x.com/LeroyGroffier/status/1981274894147977505)  2025-10-23T08:21Z [---] followers, [---] engagements


"Japan shipbuilding: likely to see a US-Japan MOU on shipbuilding next day or so. Big impact on some modestly sized stocks. [----] [----] [----] [----] etc. Japan and Korea are friendly powers with strong technical capabilities in this sector--they have what US needs in the new world order"  
[X Link](https://x.com/LeroyGroffier/status/1982712255218118929)  2025-10-27T07:33Z [---] followers, [---] engagements


"Samsung call Q&A -- [----] memory outlook in a nutshell"  
[X Link](https://x.com/LeroyGroffier/status/1983795662866280716)  2025-10-30T07:18Z [---] followers, [--] engagements


"Samsung Q&A--capex: I don't think market expectations have adjusted to the new realities of NAND/DRAM demand. No one was bullish on SPE even [--] weeks ago"  
[X Link](https://x.com/LeroyGroffier/status/1983796179231027332)  2025-10-30T07:20Z [---] followers, [--] engagements


"HYNIX [------] most honest sell-side report title ever: "Should've bought sooner". That encapsulates the sentiment on these names right now and is why they will likely go up another 30-40% with no pullback"  
[X Link](https://x.com/LeroyGroffier/status/1984624396447908289)  2025-11-01T14:11Z [---] followers, [----] engagements


"Hitachi $6501: after a rough June qtr confidence now restored particularly in the energy business where short and long term guidance was much improved. Hitachi holds 40% of GEV/Hitachi US nuclear jv (and 80% of Japan jv) in addition to the ABB grid biz"  
[X Link](https://x.com/LeroyGroffier/status/1985078322590810434)  2025-11-02T20:15Z [---] followers, [---] engagements


"@paurooteri HOYA employee identified"  
[X Link](https://x.com/LeroyGroffier/status/1985216678309806522)  2025-11-03T05:25Z [---] followers, [---] engagements


"@TimJDillon dousing strangers with lighter fluid is a demonstration of respect in some cultures"  
[X Link](https://x.com/LeroyGroffier/status/1985783021509714329)  2025-11-04T18:55Z [---] followers, 103.1K engagements


"@ContrarianCurse Good call definite disconnect right now between DRAM / NAND outlook and LRCX/AMAT forward guidance (or lack thereof)"  
[X Link](https://x.com/LeroyGroffier/status/1986346307061948547)  2025-11-06T08:13Z [---] followers, [---] engagements


"@ShangguanJiewen Socialism doesn't work in China either but the entire country was only kept alive by the charity of the US which was hoodwinked into financing the rise of their largest competitor. With no hard currency none of that capital formation would have happened"  
[X Link](https://x.com/LeroyGroffier/status/1986455851339534726)  2025-11-06T15:29Z [---] followers, [---] engagements


"@Atul_Gawande You know better than anyone that 95% of all aid to "starving Africans" is siphoned off to people like you and Hillary Clinton/Bill Gates. No wonder you waste time on hunger porn rather than actually doing anything constructive in the private sector to actually fix things"  
[X Link](https://x.com/LeroyGroffier/status/1986704647872975066)  2025-11-07T07:57Z [---] followers, [--] engagements


"$SNDK MS raises TP $230--260 after removing SNDK as sector pick on Monday notes "SNDK guides EPS 75% above consensus". Raising F25(6/26)/26/27 EPS by 22%/48%/75%. Priced in you say"  
[X Link](https://x.com/LeroyGroffier/status/1986763330548101272)  2025-11-07T11:51Z [---] followers, [---] engagements


"@mrjeffu Doesn't take many bear maulings especially of one's grandparents to change people's views on firearms"  
[X Link](https://x.com/LeroyGroffier/status/1986774734701236385)  2025-11-07T12:36Z [---] followers, [----] engagements


"SHAWN KIM (MS) on DRAM/NAND: don't be a pussyboy (HYNIX SAMMY $SNDK $MU $285A)"  
[X Link](https://x.com/LeroyGroffier/status/1988001160305717665)  2025-11-10T21:49Z [---] followers, [---] engagements


"@NickRogersBTL And yet $MTN is still one of the biggest dogs out there"  
[X Link](https://x.com/LeroyGroffier/status/1988281694097383743)  2025-11-11T16:24Z [---] followers, [--] engagements


"@Libre_Wokebust [----] is interesting ofc locals picked up on it early [----]. It is more of a play on domestic nuclear and hydro equipment with some optionality on Indonesia and other "belt and road" countries for traditional thermal power turbines. Note it's state-owned so caveat emptor"  
[X Link](https://x.com/LeroyGroffier/status/1988601888196231197)  2025-11-12T13:36Z [---] followers, [--] engagements


"XPENG $9868 $XPEV stock hanging in there despite value rotation earnings on [--] NOV. Analyst day delivered on humanoid robot hype with IRON robot demo and claims of "full stack" physical AI offering. Taking Xiaomi's mantle as EV/robot proxy"  
[X Link](https://x.com/LeroyGroffier/status/1988876679322689774)  2025-11-13T07:48Z [---] followers, [---] engagements


"@schwarz Larry Summers seems like more and more of a class act the more I learn of his personal life"  
[X Link](https://x.com/LeroyGroffier/status/1988951974218461613)  2025-11-13T12:47Z [---] followers, [----] engagements


"@ScottJenningsKY it's a bold strategy"  
[X Link](https://x.com/LeroyGroffier/status/1989187828895597015)  2025-11-14T04:25Z [---] followers, [--] engagements


"EBARA $6361 beat and raise but down low teens on the day due to downward guide on SPE segment (China & memory) which is a positive memory price readacross if anything. May see a recovery in this one"  
[X Link](https://x.com/LeroyGroffier/status/1989218258197901397)  2025-11-14T06:26Z [---] followers, [---] engagements


"@bauhiniacapital FL has been growing steadily last few yrs--these family offices have a lot of liquidity and some HFs want to show AUM growth. Usually managed as a SMA but still a PITA in terms of risk management"  
[X Link](https://x.com/LeroyGroffier/status/1990013072933830944)  2025-11-16T11:04Z [---] followers, [--] engagements


"LENOVO $992 MS dg after underperforming for a bit. Numbers haven't rolled over yet and it is hitting support but eventually it should head even lower. Patience is key with these consensus fundamental shorts"  
[X Link](https://x.com/LeroyGroffier/status/1990360683234656653)  2025-11-17T10:05Z [---] followers, [---] engagements


"LENOVO $992 the hits keep coming Nomura highlighting not only memory prices but CPU prices rising CPU supplies constrained PC margins & volumes to be squeezed in 2026"  
[X Link](https://x.com/LeroyGroffier/status/1990664231419789319)  2025-11-18T06:11Z [---] followers, [---] engagements


"PINKFONG $403850 IPO rather damp squib. Not sure how an IP business (with massive popularity) fails to make money but they seem to have figured out how. Gapped up (from 38K IPO px) +60% at one pt to close +9% not very promising"  
[X Link](https://x.com/LeroyGroffier/status/1990684235565236548)  2025-11-18T07:31Z [---] followers, [--] engagements


"XIAOMI $1810 weak reaction to what is technically an earnings beat: concerns about memory prices eating into handset margins esp given mgmt prioritization of mkt share gain. EVs and appliances likely slowing ex subsidies"  
[X Link](https://x.com/LeroyGroffier/status/1991034153203310794)  2025-11-19T06:41Z [---] followers, [---] engagements


"$BIDU $9888 Q3 typical Baidu shitshow earnings "beat" but -7% yoy rev gr and -33% EPS gr with the usual impairments. Analysts loved the first-time "AI" segmental disclosure showing CNY10bn rev (+50%) in Q3 but suspect this too is bullshit. Stock trading flat tells the story"  
[X Link](https://x.com/LeroyGroffier/status/1991041321721868632)  2025-11-19T07:10Z [---] followers, [---] engagements


"$TJX is such a good operator. 5% SSSG and beat mgn guidance by 100bps. Hard times call for cheap men"  
[X Link](https://x.com/LeroyGroffier/status/1991149871806414898)  2025-11-19T14:21Z [---] followers, [---] engagements


"@HustleBitch_ maybe look up Nicolas Cage see if he has any tips"  
[X Link](https://x.com/LeroyGroffier/status/1991549808436543673)  2025-11-20T16:50Z [---] followers, [---] engagements


"@ggreenwald The worst Republicans like Cheney and McCain are cherished by their Democrat "rivals""  
[X Link](https://x.com/LeroyGroffier/status/1991604513858548149)  2025-11-20T20:28Z [---] followers, [----] engagements


"@GlenRubin Covering a bit today as starting to o/p a weak mkt. Numbers were actually good but it seems that 1) smphone and appliances likely to deteriorate and 2) maybe folks don't believe the EV #s. Co started making EVs this yr and already B/E with 400K units. Maybe or just faking it"  
[X Link](https://x.com/LeroyGroffier/status/1991729644643684622)  2025-11-21T04:45Z [---] followers, [--] engagements


"@ContrarianCurse They seem a bit crazy but at least they have a code. This action is definitely true to form and reflective of the investor base and velocity of expectations"  
[X Link](https://x.com/LeroyGroffier/status/1991738108921147623)  2025-11-21T05:19Z [---] followers, [---] engagements


"@GlenRubin I can make money there so that's the important thing though I am long & short. Companies & management are lower quality vs. Japan and US but occasionally you catch a strong theme. Local investors are rabid beasts the worst type of degens. So.great trading mkt lol"  
[X Link](https://x.com/LeroyGroffier/status/1991979297826017418)  2025-11-21T21:17Z [---] followers, [--] engagements


"@Libre_Wokebust Good stuff best of luck. Kioxia will need to grow rev by 20/27% sequentially in Q3/Q4 to *meet* consensus which is stronger than assumed for SNDK r/n. That concerned some pp after the ASP decline rptd in Q2. Momentum names are like sharks need to keep moving or suffocate"  
[X Link](https://x.com/LeroyGroffier/status/1991980431122866616)  2025-11-21T21:21Z [---] followers, [--] engagements


"@jellen805 Mark Kelly at base is a very short guy. Which is why he plays the victim uses his crippled wife as a stage prop and leverages illegal aliens to win elections. Some say he will always be short perhaps more so"  
[X Link](https://x.com/LeroyGroffier/status/1991985162067063036)  2025-11-21T21:40Z [---] followers, [--] engagements


"@julianku wait US and China both at 3% Man fkk Taiwan"  
[X Link](https://x.com/LeroyGroffier/status/1992436101139902854)  2025-11-23T03:32Z [---] followers, [--] engagements


"@Will_Tanner_1 That would explain why Sean Penn was attracted to the subject matter"  
[X Link](https://x.com/LeroyGroffier/status/1994991961078477267)  2025-11-30T04:48Z [---] followers, [----] engagements


"@amuse China coopting former astronaut before Senate run seems perfectly legit. All the better if he represents a border state with some of the dirtiest cross-border money (and people) flows in the union. Not to mention key air force bases"  
[X Link](https://x.com/LeroyGroffier/status/1995315882604876029)  2025-12-01T02:15Z [---] followers, [----] engagements


"@Nero those are the deep space astral echoes of Sex & the City"  
[X Link](https://x.com/LeroyGroffier/status/1996076247911112992)  2025-12-03T04:37Z [---] followers, 10.3K engagements


"@DrewPavlou this guy Newsom Trudeau all have that same fake piety. Unconvincing and hell bent on taking your money to donate to fraudsters"  
[X Link](https://x.com/LeroyGroffier/status/1996316268337537053)  2025-12-03T20:31Z [---] followers, [---] engagements


"JAPAN TIRES ($5101; $5105; $5108) MS positive on [----] outlook as restructuring benefits kick in at most makers and price increases continue to be accepted in niche markets occupied by Toyo and Yokohama in particular"  
[X Link](https://x.com/LeroyGroffier/status/1996319541455167968)  2025-12-03T20:44Z [---] followers, [--] engagements


"JAPAN TIRES ($5101; $5105; $5108) MS positive on [----] outlook as restructuring benefits kick in at most makers and price increases continue to be accepted in niche markets occupied by Toyo and Yokohama in particular"  
[X Link](https://x.com/LeroyGroffier/status/1996319598258327799)  2025-12-03T20:44Z [---] followers, [--] engagements


"JAPAN TIRES ($5101; $5105; $5108) MS positive on [----] outlook as restructuring benefits kick in at most makers and price increases continue to be accepted in niche markets occupied by Toyo and Yokohama in particular"  
[X Link](https://x.com/LeroyGroffier/status/1996320168255816086)  2025-12-03T20:46Z [---] followers, [--] engagements


"RESONAC $4004: positive update on restructuring of graphite electrode biz expecting JPY8bn earnings boost in F26 better than expected. Company getting more focused on core tech offering"  
[X Link](https://x.com/LeroyGroffier/status/1996323260972015729)  2025-12-03T20:58Z [---] followers, [--] engagements


"@paulsperry_ however I mostly blame Tom Hanks and National Geographic"  
[X Link](https://x.com/LeroyGroffier/status/1996440883492012278)  2025-12-04T04:46Z [---] followers, [----] engagements


"@AsianDawn4 Kei cars forming an unbreakable blood brotherhood with rural Japan"  
[X Link](https://x.com/LeroyGroffier/status/1996446158877855864)  2025-12-04T05:07Z [---] followers, [----] engagements


"MURATA $6981 CEO at GS conference noting tightening MLCC supply and RF module recovery (AAPL driven). Expanding high value MLCC capacity and intro-ing AI server power supplies. All the right things"  
[X Link](https://x.com/LeroyGroffier/status/1996455247607402900)  2025-12-04T05:43Z [---] followers, [---] engagements


"@DanielSLoeb1 It does look a bit out of character. Are we impressed by a population only 43% of whom have criminal records Also factoring in a high probability that many of their offenses were downgraded by liberal prosecutors who refer to murder [--] as an "accident""  
[X Link](https://x.com/LeroyGroffier/status/1997217513214742659)  2025-12-06T08:12Z [---] followers, [---] engagements


"MOORE THREADS $688795 +25% on yday news NVDA will enable location-tracking (no way customers would immediately spoof or disable this) on its GPUs. MT on 122x P/S. Welcome to the new age"  
[X Link](https://x.com/LeroyGroffier/status/1998629610788094243)  2025-12-10T05:43Z [---] followers, [---] engagements


"PASSIVES/MLCCs: in case you thought you were late to the party MS plays greater fool. 'Electronification' 'new data era' drive super cycle in this stale theme. Shades of 06-07 3G hype. Actually meeting top picks Taiyo Yuden (+1.6%) and SEMCO (+2.5%) will quell your MLCC ardor"  
[X Link](https://x.com/LeroyGroffier/status/998395600495296512)  2018-05-21T02:50Z [---] followers, [--] engagements

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