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

Leroy Groffier posts on X about ai, japan, strong, china 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 [-----] -43%
- [--] Month [------] +520%
- [--] Months [-------] +1,020%
- [--] Year [-------] +909%

### 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 [--] -17%
- [--] Month [---] +44%
- [--] Months [---] +88%
- [--] Year [---] +311%

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

- [--] Week [---] +2.70%
- [--] Month [---] +15%
- [--] Months [---] +61%
- [--] Year [---] +120%

### 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)  20.93% [finance](/list/finance)  15.12% [countries](/list/countries)  12.79% [technology brands](/list/technology-brands)  8.14% [travel destinations](/list/travel-destinations)  3.49% [automotive brands](/list/automotive-brands)  2.91% [currencies](/list/currencies)  2.33% [celebrities](/list/celebrities)  2.33% [cryptocurrencies](/list/cryptocurrencies)  1.16% [musicians](/list/musicians)  1.16%

**Social topic influence**
[ai](/topic/ai) 6.4%, [japan](/topic/japan) 5.81%, [strong](/topic/strong) 4.65%, [china](/topic/china) 4.07%, [money](/topic/money) 3.49%, [$4004t](/topic/$4004t) 2.91%, [dram](/topic/dram) 2.33%, [business](/topic/business) 2.33%, [$aapl](/topic/$aapl) 2.33%, [$bidu](/topic/$bidu) 1.74%

**Top accounts mentioned or mentioned by**
[@librewokebust](/creator/undefined) [@jbulltard1](/creator/undefined) [@asiandawn4](/creator/undefined) [@contrariancurse](/creator/undefined) [@catturd2](/creator/undefined) [@scottjenningsky](/creator/undefined) [@ggreenwald](/creator/undefined) [@glenrubin](/creator/undefined) [@johncleese](/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)

**Top assets mentioned**
[Apple, Inc. (AAPL)](/topic/$aapl) [Allegro Microsystems Inc (ALGM)](/topic/$algm) [Microchip Technology Inc. (MCHP)](/topic/$mchp) [Alibaba Group (BABA)](/topic/$baba) [Texas Instruments (TXN)](/topic/$txn) [Analog Devices, Inc. (ADI)](/topic/$adi) [Electroneum (ETN)](/topic/$etn) [Apollo Global Management, Inc. (APO)](/topic/$apo) [Ares Management, Corp. (ARES)](/topic/$ares) [Sandisk Corporation (SNDK)](/topic/$sndk) [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) [Americold Realty Trust, Inc. (COLD)](/topic/$cold) [Regeneron Pharmaceuticals Inc (REGN)](/topic/$regn) [Johnson Controls International, PLC. (JCI)](/topic/$jci) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Curtiss-Wright Corp. (CW)](/topic/$cw) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Nucor, Corp. (NUE)](/topic/$nue) [Steel Dynamics, Inc. (STLD)](/topic/$stld) [Applied Materials, Inc. (AMAT)](/topic/$amat)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$BIDU $9888 US NDR underway Macquarie saying Kunlun chip design segment should "contribute" 30% of HK$160 TP (around $18bn). Agree to disagree but it's out there"  
[X Link](https://x.com/LeroyGroffier/status/1998620560801280332)  2025-12-10T05:07Z [---] followers, [---] engagements


"TOKYO SEIMITSU $7729 Q3 earning & orders miss but guided up March qtr HPC orders (probers) by 50% (to 78% YoY) which was enough to spur buying. Grinders for NAND also moving. Aiming to reach F3/28 targets a year early"  
[X Link](https://x.com/LeroyGroffier/status/2021332441613660409)  2026-02-10T21:16Z [---] followers, [---] engagements


"RT @JohnCleese: Notice how they cling to the word Islamophobic when what they mean is Islamosceptic A phobia is irrational There is noth"  
[X Link](https://x.com/LeroyGroffier/status/2021450070177218948)  2026-02-11T05:03Z [---] 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


"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


"$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


"DISCO $6146 limit up +17% today post results. Operating at full capacity and dispatching engineers to customer sites first time since COVID to ramp production. Nice beat better than exp orders pricing power coming back"  
[X Link](https://x.com/LeroyGroffier/status/2014221091091206477)  2026-01-22T06:18Z [---] 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


"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


"$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


"$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


"@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


"@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


"@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


"@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


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


"NISSAN CHEM $4021 semiconductor materials (anti-reflective coating among others) much better than expected while agro chems also came back. Many Japanese semi-chems cos having blowout Qs and guiding up. Pricing power and volumes"  
[X Link](https://x.com/LeroyGroffier/status/2021193225457844699)  2026-02-10T12:03Z [---] followers, [---] engagements


"$CW Curtiss-Wright looks like a nice beat and conserv guide. Commercial nuclear growth guided for mid-teens growth while defense electronics is more conservative MSD"  
[X Link](https://x.com/LeroyGroffier/status/2021881120766255350)  2026-02-12T09:36Z [---] 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


"$AMZN Q4 panned by retail largely praised by street analysts. Interesting point re: capex "In our view the "surprise investment" was the accelerated multi-billion dollar LEO investment in '26 (ramping satellite production + launch costs)." But I thought we liked space Not when AMZN does it apparently. Definitely a trade rather than B/H but it seems sufficiently punished here. Valuation:growth in any other industry context would be seen as attractive"  
[X Link](https://x.com/LeroyGroffier/status/2019777432362811728)  2026-02-06T14:17Z [---] followers, [---] engagements


"$AAPL post strong #s evolving thesis in a memory-constrained handset market: 1) AAPL is poised to gain share as dominant buyer; 2) AAPL's premium price point allows them to absorb memory price hikes w/o impacting margins significantly. China strength (+38%) was unexpected"  
[X Link](https://x.com/LeroyGroffier/status/2020775303917056083)  2026-02-09T08:22Z [---] 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


"RT @jbulltard1: ro khanna and Gavin newsom are idiots they really thought they could threaten all these billionaires and win. The billiona"  
[X Link](https://x.com/LeroyGroffier/status/2021189215690645879)  2026-02-10T11:47Z [---] followers, [--] engagements


"$NUE $STLD 00:19:43 *US WEIGHS PLAN TO ROLL BACK SOME ALUMINUM STEEL TARIFFS: FT"  
[X Link](https://x.com/LeroyGroffier/status/2022180807570518212)  2026-02-13T05:27Z [---] followers, [---] engagements


"$AMAT strong guidance that shifts the DRAM spending outlook. AMAT's 20% systems growth guide implies 30%+ growth in DRAM & logic revenue in [----] well ahead of exp's. Rebounding from digestion in [----] and challenging bear thesis that cleanroom capacity caps spending"  
[X Link](https://x.com/LeroyGroffier/status/2022271459989569575)  2026-02-13T11:27Z [---] followers, [---] engagements


"$ALGM MS upgrades to BUY. I like this name often gets lumped w/ analog peers but has unique product mix. Global #1 in Hall effect sensors (65% of rev) for autos & underappreciated exposure to DC cooling and robotics (position sensors and high voltage motor drivers)"  
[X Link](https://x.com/LeroyGroffier/status/2022290956372820130)  2026-02-13T12:45Z [---] followers, [--] engagements


"what a [---] (and perfectly understandable from my last visit there) Thank you nuisance streamers and third world foreigners You have successfully radicalized all of Tokyo to become right-wing Thank you nuisance streamers and third world foreigners You have successfully radicalized all of Tokyo to become right-wing"  
[X Link](https://x.com/LeroyGroffier/status/2020745386848141426)  2026-02-09T06:23Z [---] 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


"KHI [----] has generally been viewed as the low quality Japanese "heavy" vs. MHI [----] and IHI [----] but has been outperforming recently because aero/defense is a much larger profit contributor for KHI vs. the others. Analysts seem to think earnings will bottom this yr (US power sports) and inflect upwards thereafter on strength of shipbuilding defense aerospace components. If you are very positive on gas turbines/nuclear [----] is your play but obv much pricier stock. @LeroyGroffier Leroy I tuned in to many of the HPC/AI Datacenter "Spaces" here on X many with top notch industry insiders. Gas"  
[X Link](https://x.com/LeroyGroffier/status/1982726773214249161)  2025-10-27T08:31Z [---] 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


"$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


"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


"RESONAC $4004 fuel on the fire: midday announcement of CCL price hikes of 30%. Passing thru glass fabric and copper foil price increases. "Came as no surprise" stock price begs to differ lol"  
[X Link](https://x.com/LeroyGroffier/status/2012118266232389985)  2026-01-16T11:02Z [---] 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


"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


"$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


"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


"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


"@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


"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


"$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


"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


"$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


"$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


"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


"$EEM Emerging markets massively outperforming YTD on dollar debasement & Korea/Taiwan strength. GS calling for EM earnings revision cycle to be stronger than in US though both are stronger than avg. for this point in the year. Korea/TW/India driving this"  
[X Link](https://x.com/LeroyGroffier/status/2021899838271762833)  2026-02-12T10:51Z [---] 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


"GLOBAL STRATEGY: big shift this week from MS and GS strategists. Emphasizing a preference for asset-intensive industries poised to benefit from rising capex (caused by AI diffusion and de-globalization of supply chains). MAG7 and services de-rate while industrials/mats benefit"  
[X Link](https://x.com/LeroyGroffier/status/2021891547600392631)  2026-02-12T10:18Z [---] followers, [---] engagements


"JAPAN: MS raises Topix TP to [----] top pick in Asia. Even before the LDP landslide Japan's earnings momentum was stronger than EM and all other major markets. Potential for acceleration in [----] on rising business confidence and govt stimulus military spending"  
[X Link](https://x.com/LeroyGroffier/status/2021906812401070465)  2026-02-12T11:18Z [---] followers, [----] engagements


"800vDC transition: $ETN well-positioned here as [--] of [--] companies currently monetizing solid-state transformers and also dominating liquid cooling"  
[X Link](https://x.com/LeroyGroffier/status/2022306539571122648)  2026-02-13T13:47Z [---] followers, [---] engagements


"@catturd2 Affirmative Tupac is dead along with husband Will's career"  
[X Link](https://x.com/LeroyGroffier/status/2022363319806415126)  2026-02-13T17:32Z [---] followers, [---] engagements


"@TheCensoredRock he left out the part about [--] pitchers of vodka Red Bull"  
[X Link](https://x.com/LeroyGroffier/status/2022738135780893026)  2026-02-14T18:22Z [---] followers, [--] engagements


"@uncledoomer We've given away high school kids' jobs to economic migrants with limited language and social skills. What do the kids do for spending money and labor market acculturation these days"  
[X Link](https://x.com/LeroyGroffier/status/1987608370178928653)  2025-11-09T19:48Z [---] 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


"FANUC $6954 new R-2000 robot (top seller). Lighter lower maint AI features"  
[X Link](https://x.com/LeroyGroffier/status/1996451306870079608)  2025-12-04T05:27Z [---] 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


"$MCHP "incredibly strong" comments at UBS AI conference yesterday in a bit more context. March qtr orders building and inventory being restocked. Highlighting efficient PCIe6 switch and aerospace/defense strength"  
[X Link](https://x.com/LeroyGroffier/status/1996556145218236904)  2025-12-04T12:24Z [---] 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


"@redpillb0t it is net zero because he is spending $400mn/yr to support politicians and policies that ensure that no one else can afford a powerboat. You're welcome"  
[X Link](https://x.com/LeroyGroffier/status/1997894285405126851)  2025-12-08T05:01Z [---] followers, [----] engagements


"@laurenbalik Cyberagent doing whatever it takes to stay relevant"  
[X Link](https://x.com/LeroyGroffier/status/1997976038173724873)  2025-12-08T10:26Z [---] followers, [---] engagements


"@harukaawake Cyberagent doing whatever it takes to stay relevant"  
[X Link](https://x.com/LeroyGroffier/status/1997976335776350475)  2025-12-08T10:27Z [---] 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


"RYOHIN KEIKAKU $7453 looking for a comeback post cyberattack. SSSG in teens across all regions: show me another large retailer with these numbers"  
[X Link](https://x.com/LeroyGroffier/status/1998720821305729429)  2025-12-10T11:45Z [---] followers, [---] engagements


"@Byron_Wan Berkeley students are the worst in my experience. Not sure if it's the chip on their shoulder from being the Georgetown of the West or the fact that they actually believe their own bullsh**"  
[X Link](https://x.com/LeroyGroffier/status/1998798502940520727)  2025-12-10T16:54Z [---] followers, 10.5K engagements


"@mrbcyber Spies everywhere hear me now: avast watersports mkay"  
[X Link](https://x.com/LeroyGroffier/status/1998832766025347420)  2025-12-10T19:10Z [---] followers, [---] engagements


"AJINOMOTO $2802 followup: valuations Thai flooding might need another quarter or two for this one"  
[X Link](https://x.com/LeroyGroffier/status/1999356228187673031)  2025-12-12T05:50Z [---] followers, [--] engagements


"Most Hong Kong thing ever: people trying to defraud the MPF retirement system by faking their death at Wang Fuk Court"  
[X Link](https://x.com/LeroyGroffier/status/1999467164995289555)  2025-12-12T13:11Z [---] followers, [---] engagements


"@MuseZack Australians view themselves as culturally/intellectually superior to Americans mainly because of a vestigial psychological identification with the prewar British colonial legacy. Meanwhile the British view them as bumpkins and Americans don't think about them at all"  
[X Link](https://x.com/LeroyGroffier/status/1999745310596149249)  2025-12-13T07:36Z [---] followers, 22.4K engagements


"@jbillinson Woody Allen-Harvard-Epstein nexus is rather apparent"  
[X Link](https://x.com/LeroyGroffier/status/1999816878223495383)  2025-12-13T12:21Z [---] followers, [----] engagements


"@somewheresy Em small correction to make: the US only has one Albania (Exhibit A)"  
[X Link](https://x.com/LeroyGroffier/status/2000148885076090985)  2025-12-14T10:20Z [---] followers, [----] engagements


"@marthagimbel he wasn't "stopped" he ran to his compatriot rearmed and continued shooting. See the problem"  
[X Link](https://x.com/LeroyGroffier/status/2000241226927476799)  2025-12-14T16:27Z [---] followers, [----] engagements


"@Badhombre you old sailor you"  
[X Link](https://x.com/LeroyGroffier/status/2000923636321148961)  2025-12-16T13:39Z [---] followers, [--] engagements


"$TSLA "Zero Hour in Austin" comments on robotaxi sightings. MS downgraded the name a few weeks back"  
[X Link](https://x.com/LeroyGroffier/status/2000936746859815395)  2025-12-16T14:31Z [---] followers, [---] engagements


"@jarvis_best oh he is a scamp at times. All in good fun"  
[X Link](https://x.com/LeroyGroffier/status/2000948836471333220)  2025-12-16T15:19Z [---] followers, [--] engagements


"$F "Strategic Pivot" Yeah well 1st gen EV pickups were useless because heavy loads dramatically affect battery range but F is not ditching EVs altogether as has been reported. Sensible move for truck specialist"  
[X Link](https://x.com/LeroyGroffier/status/2000980869071217111)  2025-12-16T17:26Z [---] followers, [--] engagements


"@bennyjohnson This woman and the dwarf ESL police chief have no business taking positions of real responsibility. They are librarians"  
[X Link](https://x.com/LeroyGroffier/status/2001179792251420828)  2025-12-17T06:36Z [---] followers, [--] engagements


"@DanFriedman81 Sounds like a bunch of coddled cowards hoping they can get away with it. Zero moral code. These are your new "elites" America Do they make you proud"  
[X Link](https://x.com/LeroyGroffier/status/2001193388020793737)  2025-12-17T07:30Z [---] followers, [---] engagements


"@SarahisCensored Powerful. This is a problem of character and culture. These police either did not know or fully understand their responsibility to the public. When you have a monopoly on violence your legitimacy depends on your application of that violence in the one moment that counts"  
[X Link](https://x.com/LeroyGroffier/status/2001523679574847508)  2025-12-18T05:23Z [---] followers, [----] engagements


"@boriquagato Good description. Mining rich foreign families to fund the mediocre DEI circus"  
[X Link](https://x.com/LeroyGroffier/status/2001556935699480577)  2025-12-18T07:35Z [---] followers, [--] engagements


"@mtaibbi Time to start using archaic euphemisms to describe everyone's profession I guess. This worthy scribe is a visionary"  
[X Link](https://x.com/LeroyGroffier/status/2001902543161712678)  2025-12-19T06:28Z [---] followers, [---] engagements


"@adamcarolla think of all the $250mn lunches Elon Musk could buy if he really wanted to make a difference"  
[X Link](https://x.com/LeroyGroffier/status/2003348015143354830)  2025-12-23T06:12Z [---] followers, [---] engagements


"@ScottJenningsKY Hunter Biden is what you get when you start with Charlie Sheen and strip away the charm self-awareness discipline and accountability"  
[X Link](https://x.com/LeroyGroffier/status/2003352756279738371)  2025-12-23T06:31Z [---] followers, [--] engagements


"SK HYNIX $000660: MS raises 2026E EPS by 53% (27E by 63%). Analyst was already positive but this is what multiple quarters of sequential DRAM price hikes look like. PT [------] (currently 677K)"  
[X Link](https://x.com/LeroyGroffier/status/2007100290798153778)  2026-01-02T14:42Z [---] followers, [---] engagements


"@Libre_Wokebust Cycle has some legs left. Just posted these notes as an example of how street estimates lag actual market developments. Even the most bullish analysts are hiking current year estimates 50% [--] months into the rally. NAND will tighten progressively as well"  
[X Link](https://x.com/LeroyGroffier/status/2007559236575010943)  2026-01-03T21:06Z [---] followers, [--] engagements


"@Libre_Wokebust You bet. Demand outgrowing supply by 5-8% in both years leading to high double digit ASP growth which is the source of most of the upside"  
[X Link](https://x.com/LeroyGroffier/status/2007688468957409441)  2026-01-04T05:40Z [---] followers, [--] engagements


"SK HYNIX $000660 flurry of catch-up earnings upgrades underway in Korea. Shinhan here raising Q4 #s 10% and getting comfortable with 3x P/B valuation"  
[X Link](https://x.com/LeroyGroffier/status/2008122220225388719)  2026-01-05T10:23Z [---] followers, [---] engagements


"SAMMY $005930 gets the same treatment beating consensus by 10-15%. TP173000 2.2x P/B"  
[X Link](https://x.com/LeroyGroffier/status/2008124027068715175)  2026-01-05T10:30Z [---] followers, [---] engagements


"SK HYNIX $000660 Macquarie takes TP to [-------] (was 800K) raises 26e EPS 70%. EPS to triple in [--] years. US listing increasingly likely. Bears were wrong"  
[X Link](https://x.com/LeroyGroffier/status/2008626622384001094)  2026-01-06T19:47Z [---] followers, [----] engagements


"$NVDA good summary of the CES keynote"  
[X Link](https://x.com/LeroyGroffier/status/2008634583684669781)  2026-01-06T20:19Z [---] followers, [---] engagements


"@bdomenech when I think of the rugged defenders of the free world the image of Mark Kelly in a tight black t-shirt is the first thing that comes to mind. That and also his [--] (not [--] mind you) combat missions in a [--] year career"  
[X Link](https://x.com/LeroyGroffier/status/2008754306443558954)  2026-01-07T04:15Z [---] followers, [--] engagements


"$BIDU BYD $1211 $BABA rumored to be added to 1260H list (Section 1260H of the U.S. National Defense Authorization Act (NDAA)) regarded as an early warning for being added to "entity list" of explicitly sanctioned companies. Not an outlandish assumption"  
[X Link](https://x.com/LeroyGroffier/status/2008776488037085496)  2026-01-07T05:43Z [---] followers, [---] engagements


"@KurtSchlichter "in cold blood" is a euphemism for "caught with their pants down""  
[X Link](https://x.com/LeroyGroffier/status/2009017685548716123)  2026-01-07T21:41Z [---] followers, [---] engagements


"@ggreenwald Might not public officials' encouragement to "resist" federal law enforcement be partly to blame for this incident and other clashes How about resisting IRS agents or US Marshalls How do you think that would work out for you and why are ICE officials any different"  
[X Link](https://x.com/LeroyGroffier/status/2009018617002905673)  2026-01-07T21:45Z [---] followers, [--] engagements


"$BMY UBS 100pg BUY initiation basically calling for the end of uncertainty with MFN deal in place w/ US and more visibility on post [----] pipeline. Sector o/p since early Nov"  
[X Link](https://x.com/LeroyGroffier/status/2009136466132390153)  2026-01-08T05:33Z [---] followers, [---] engagements


"$ABBV UBS init H: MFN pricing deal still overhang competition entering key drugs Skyrizi and Rinvoq. Then again still growing & acquiring"  
[X Link](https://x.com/LeroyGroffier/status/2009146294384853149)  2026-01-08T06:12Z [---] followers, [---] engagements


"JAPAN TIRES $5108; $5105; $5101; $5110 Daiwa large sector rpt out +ve sector on "self help" initiatives in a challenging industry. All names cheap w/ 3.5-4% div yld analyst likes laggard Bridgestone on Firestone US ops. Personally favor Yokohama & Toyo but all good"  
[X Link](https://x.com/LeroyGroffier/status/2009505326220103884)  2026-01-09T05:59Z [---] followers, [--] engagements


"XIAOMI $1810 discounting handsets. [--] weeks ago we were raising prices due to memory price squeeze. Not ideal"  
[X Link](https://x.com/LeroyGroffier/status/2009651081173737876)  2026-01-09T15:38Z [---] followers, [--] engagements


"@CGasparino @NYCMayor Last time I checked you don't peacefully protest from the driver's seat of a Jeep. Tends to put people on edge"  
[X Link](https://x.com/LeroyGroffier/status/2009701733367460221)  2026-01-09T19:00Z [---] followers, [--] engagements


"@catturd2 beginning to think Minnesota is just one big vaudeville improv retreat for large socially maladapted people"  
[X Link](https://x.com/LeroyGroffier/status/2009724321892061186)  2026-01-09T20:29Z [---] followers, [--] engagements


"@DrunkRepub Shoulda listened to Tiger Woods"  
[X Link](https://x.com/LeroyGroffier/status/2009898599912718759)  2026-01-10T08:02Z [---] followers, [--] engagements


"Form I-864 the Affidavit of Support for family green cards literally states that you need have income of 125% of federal poverty level to be deemed self-supporting. If you do not meet this and do not have other obvious means of support you will likely not be approved. Thus any immigrants on welfare clearly 1) "bypassed" the visa process altogether or 2) lied on their applications. In other countries the standard is usually 2-3x the "basic acceptable income level" so the US is already very lax. https://twitter.com/i/web/status/2011328736780492892"  
[X Link](https://x.com/LeroyGroffier/status/2011328736780492892)  2026-01-14T06:45Z [---] followers, [--] engagements


"TSMC $2330 TT Q4 highlights were 1) 10% capex guidance increase; 2) confident outlook on AI growth (25% [--] yr CAGR). Folks will be raising 26/27 estimates by 10% in coming days"  
[X Link](https://x.com/LeroyGroffier/status/2011788176575066204)  2026-01-15T13:10Z [---] followers, [--] engagements


"TSMC $2330 TT UBS maintains BUY raising 26/27E EPS by 17-18% and increasing TP by 39% (to TWD2500). Memory demand destruction impact on foundry & overall semis = overstated. Bulls weren't bullish enough"  
[X Link](https://x.com/LeroyGroffier/status/2011789831647396018)  2026-01-15T13:17Z [---] followers, [---] engagements


"US Industrial Machinery Orders accelerating since Liberation Day. Getting the feeling Q4 earnings commentary will be getting rosier for the cohort"  
[X Link](https://x.com/LeroyGroffier/status/2011906082474471789)  2026-01-15T20:59Z [---] followers, [--] engagements


"MITSUI KINZOKU $5706 Plant tour/analyst briefing note: ultra-thin (MicroThin) copper foil booming on AI demand industry constrained by MKC's capacity targeting 140% capacity increase by [----] further growth from price hikes"  
[X Link](https://x.com/LeroyGroffier/status/2012125622257238434)  2026-01-16T11:31Z [---] followers, [---] engagements


"ModRetro: it has come to my attention that these "delightfully shitty"* products exist and that Palmer Luckey loses money on every one. (*ref. Mike Rowe) https://modretro.com/srsltid=AfmBOoopaV0I7tl40KPDWfpkwL9gkZ19SVYPzMSAySEJHBpNjBzgp9Vr https://modretro.com/srsltid=AfmBOoopaV0I7tl40KPDWfpkwL9gkZ19SVYPzMSAySEJHBpNjBzgp9Vr"  
[X Link](https://x.com/LeroyGroffier/status/2012468107894272132)  2026-01-17T10:12Z [---] followers, [---] engagements


"@MattWalshBlog Foxy Brown with the lynchings and Ayanna Pressley with the cross-burnings in her white suburban neighborhood. Black women have their fantasies"  
[X Link](https://x.com/LeroyGroffier/status/2013637970616594726)  2026-01-20T15:41Z [---] followers, [--] engagements


"@MichelleLA1981 and renounce free access to the burgeoning and dynamic European job market What a fanciful notion"  
[X Link](https://x.com/LeroyGroffier/status/2014021104973619311)  2026-01-21T17:03Z [---] followers, [---] engagements


"DISCO $6146 more color: growth being driven by TSMC CoWoS and power semiconductor-related equipment back to growth first time in [--] quarters (v. positive macro tidbit here). "Entering a growth phase". Co has lagged SPE peers last 2yrs now coming into its own"  
[X Link](https://x.com/LeroyGroffier/status/2014222287747137935)  2026-01-22T06:23Z [---] followers, [---] engagements


"DISCO $6146 "new demand expansion phase". Notably Chinese OSAT demand is firm and co has not (as some have worried) seen a decline in demand from customers exposed to smartphones and PCs"  
[X Link](https://x.com/LeroyGroffier/status/2014223276554309972)  2026-01-22T06:27Z [---] followers, [--] engagements


"@Libre_Wokebust Yeah mainly on Disco earnings heavy hitter. More broadly it is the year of SPE just getting going"  
[X Link](https://x.com/LeroyGroffier/status/2014252015912710611)  2026-01-22T08:21Z [---] followers, [--] engagements


"$BABA more catnip for the chip-starved China speculator. T-Head IPO incoming"  
[X Link](https://x.com/LeroyGroffier/status/2014265075192729803)  2026-01-22T09:13Z [---] followers, [---] engagements


"@NikkiHaley *now* you're courageously talking smack. Crawl back in your hole"  
[X Link](https://x.com/LeroyGroffier/status/2014446080922931650)  2026-01-22T21:12Z [---] followers, [----] engagements


"@SteveLovesAmmo That is a Subaru"  
[X Link](https://x.com/LeroyGroffier/status/2014446359558975488)  2026-01-22T21:13Z [---] followers, [---] engagements


"@StevenGlinert we let her back in She is emblematic of the "economic zone" mentality and it is so fitting that she hails from "The Bay Area". Denaturalize"  
[X Link](https://x.com/LeroyGroffier/status/2014562151181004996)  2026-01-23T04:53Z [---] followers, 39K engagements


"KOREA DRAM EXPORT REVENUE: +72% YoY in December MoM growth probably accelerates in Jan"  
[X Link](https://x.com/LeroyGroffier/status/2014671333804667004)  2026-01-23T12:07Z [---] followers, [---] engagements


"@JackPosobiec What parent would want their son to arm himself and then actively impede and assault any law enforcement officer So many bad decisions by this guy. Rule #1 of concealed carry: do not actively seek conflict. This guy was a voluntary combatant against an overwhelming force"  
[X Link](https://x.com/LeroyGroffier/status/2015286074986086409)  2026-01-25T04:50Z [---] followers, [---] engagements


"@GordonGChang The Sino-Vietnamese war was started/promoted by Deng as a way to distract and weaken the military so as to consolidate his power base during a vulnerable time. It is a concern"  
[X Link](https://x.com/LeroyGroffier/status/2015288490162872643)  2026-01-25T04:59Z [---] followers, [----] engagements


"$AAPL strength and heavy option flow today heading into Thurs earnings a/h. Sell-side wishy washy but TSMC and component checks are painting a picture of a strong iPhone cycle. Combined w/ recent underperformance could be an "explosive" qtr"  
[X Link](https://x.com/LeroyGroffier/status/2015886521291747655)  2026-01-26T20:36Z [---] followers, [---] engagements


"January [----] the China & Hong Kong equity markets reported an inflow of US$3116mn (excluding mainland local funds or US$3614mn including mainland local funds). This was the sixth straight week of inflows and the largest weekly inflow since record-taking began in 2001"  
[X Link](https://x.com/LeroyGroffier/status/957758959733030912)  2018-01-28T23:35Z [---] 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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