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# ![@Minnvestor Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1505657357476507651.png) @Minnvestor Midwestern Investor

Midwestern Investor posts on X about $3661tw, $mrvl, $avgo, avgo the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.

### Engagements: XXXXX [#](/creator/twitter::1505657357476507651/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1505657357476507651/c:line/m:interactions.svg)

- X Week XXXXX +123%
- X Month XXXXXX +109%
- X Months XXXXXXX -XX%
- X Year XXXXXXX +10%

### Mentions: XX [#](/creator/twitter::1505657357476507651/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1505657357476507651/c:line/m:posts_active.svg)

- X Week XX +4.80%
- X Month XX -XX%
- X Months XXX -XX%
- X Year XXX -XXXX%

### Followers: XXXXX [#](/creator/twitter::1505657357476507651/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1505657357476507651/c:line/m:followers.svg)

- X Week XXXXX +0.97%
- X Month XXXXX +2%
- X Months XXXXX +14%
- X Year XXXXX +19%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::1505657357476507651/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1505657357476507651/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  XXXXX% [stocks](/list/stocks)  XXXXX% [technology brands](/list/technology-brands)  XXXXX% [countries](/list/countries)  XX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [musicians](/list/musicians)  XXXX%

**Social topic influence**
[$3661tw](/topic/$3661tw) #6, [$mrvl](/topic/$mrvl) #52, [$avgo](/topic/$avgo) #92, [avgo](/topic/avgo) #51, [ai](/topic/ai) 10%, [$alab](/topic/$alab) #37, [$asx](/topic/$asx) #4, [$tsm](/topic/$tsm) #67, [$sitm](/topic/$sitm) 6.67%, [$lsrcy](/topic/$lsrcy) #1

**Top accounts mentioned or mentioned by**
[@buccocapital](/creator/undefined) [@paurooteri](/creator/undefined) [@daveyjuice](/creator/undefined) [@jukan05](/creator/undefined) [@beuvingjordy](/creator/undefined) [@firstadopter](/creator/undefined) [@dnystedt](/creator/undefined) [@scavengercap](/creator/undefined) [@stocksavvyshay](/creator/undefined) [@mattmpls33](/creator/undefined) [@itsreallyr27](/creator/undefined)

**Top assets mentioned**
[Marvell Technology Inc (MRVL)](/topic/$mrvl) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Astera Labs, Inc. Common Stock (ALAB)](/topic/$alab) [ASE Technology Holding Co., Ltd. (ASX)](/topic/$asx) [Taiwan Semiconductor (TSM)](/topic/$tsm) [SiTime Corporation Common Stock (SITM)](/topic/$sitm) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Teladoc Health, Inc. (TDOC)](/topic/$tdoc) [Moderna Inc (MRNA)](/topic/$mrna) [InMode Ltd. Ordinary Shares (INMD)](/topic/$inmd) [UnitedHealth Group (UNH)](/topic/$unh) [Palo Alto Networks Inc (PANW)](/topic/$panw) [Now Coin (NOW)](/topic/$now) [Cloudflare, Inc. (NET)](/topic/$net) [Fabrinet (FN)](/topic/$fn) [Rambus Inc (RMBS)](/topic/$rmbs) [Synopsys, Inc. (SNPS)](/topic/$snps) [Helium IOT (IOT)](/topic/$iot) [Workday Inc (WDAY)](/topic/$wday) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Amphenol Corporation (APH)](/topic/$aph) [Metadium (META)](/topic/$meta) [Microsoft Corp. (MSFT)](/topic/$msft) [Monolithic Power Systems, Inc. (MPWR)](/topic/$mpwr) [KLA Corp (KLAC)](/topic/$klac)
### Top Social Posts
Top posts by engagements in the last XX hours

"Watching: $TSM TSMC $ASX ASE $3661.TW Alchip $3529.TWO eMemory $5274.TWO Aspeed $HIMX Himax"  
[X Link](https://x.com/Minnvestor/status/1938768029854445741)  2025-06-28T01:14Z 1564 followers, XXX engagements


"Its mind-boggling how the stock I gave the least amount of thought to has performed the best since my latest refresh $AVGO"  
[X Link](https://x.com/Minnvestor/status/1994105017763021066)  2025-11-27T18:04Z 1564 followers, 2092 engagements


"@davey_juice Fully agree unless you work in healthcare and can Peter Lynch something before others catch on. I keep an open mind but haven't found a single health co I'd feel comfortable holding People like them for the narrative but that often ends in disaster e.g. $TDOC $MRNA $INMD $UNH"  
[X Link](https://x.com/Minnvestor/status/1997716513617268986)  2025-12-07T17:15Z 1564 followers, XXX engagements


"@jukan05 $AVGO is truly one of a kind. Usually I like sales growth over margin expansion but somehow Broadcom keeps making this work and really well too"  
[X Link](https://x.com/Minnvestor/status/1997816598535733730)  2025-12-07T23:52Z 1564 followers, 4909 engagements


"Potential AI beneficiaries based in France: $SU.PA Schneider - power & cooling $LR.PA Legrand - data center hardware $OVH.PA OVHcloud - cloud infra $CAP.PA Capgemini - AI consulting $DSY.PA Dassault - digital twins"  
[X Link](https://x.com/Minnvestor/status/1933378516902416600)  2025-06-13T04:18Z 1564 followers, XXX engagements


"Portfolio update. Been playing with different ways to show my holdings (by weight sector or geography). Which do you like most New adds since the last update: $ALAB $MRVL $SITM $LSRCY $3017.TW $3443.TW Sold: $NOW $PANW $NET $ASML More details: I sold $ASML because they're a slower grower and also China risk. The China situation affects all major semicaps. I bought Lasertec as a high beta proxy and overall I like more niche players with asymmetrical upside potential. Long term $KLAC is my favorite of the bigs Bought but then sold $AMD. Need to see more trailing growth before I can believe in"  
[X Link](https://x.com/Minnvestor/status/1962260468782788867)  2025-08-31T21:05Z 1558 followers, 1462 engagements


"My thinking has evolved over the past two days. High growth estimates are also a risk (the risk of missing high expectations) If I deem estimates above XX% lofty companies in the sweet spot include: $APH $BESI.AS $FN $META $MRVL $MSFT $RMBS $SNPS $TSM"  
[X Link](https://x.com/Minnvestor/status/1971268634292125996)  2025-09-25T17:40Z 1564 followers, XXX engagements


"$BESI.AS CEO: Market share isn't the goal. You want to lead where you get the most value But the costs of hybrid bonding are 4-6x higher vs. soldiering. You need a much higher quality clean rooma large cost. So these steps in technology keep taking longer via @BeuvingJordy"  
[X Link](https://x.com/Minnvestor/status/1983518693326774560)  2025-10-29T12:58Z 1564 followers, XXX engagements


"@paurooteri I guess they found the guy $TOELY"  
[X Link](https://x.com/Minnvestor/status/1996708860350943702)  2025-12-04T22:31Z 1564 followers, XXX engagements


"The good news: Alchip to LEAD Trainium4 backend design for Amazon The bad news: Alchip to lead Trainium4 backend design for AMAZON Still net bullish though. Amazing for a $10B ASIC house to take and keep a client from $MRVL"  
[X Link](https://x.com/Minnvestor/status/1996815036048986289)  2025-12-05T05:32Z 1563 followers, XXX engagements


"@ScavengerCap I hope you're right about visibility. The Alchip/Ayer news was a pleasant surprise (I bought more Alchip last week). Monday's market reaction should reveal if the COUPE news has legs for both Alchip and Himax $ALAB is tradable but the valuation makes me too nervous to hold lol"  
[X Link](https://x.com/Minnvestor/status/1997326796421820586)  2025-12-06T15:26Z 1564 followers, XXX engagements


"@StockSavvyShay $AMZN partner Alchip has been on a tear this quarter. Question is how much of the AWS pie they'll keep vs. Marvell. Lower margin company because they compete on quality AND cost. Worth adding to your watchlist if you have IBKR ($3661.TW)"  
[X Link](https://x.com/Minnvestor/status/1957428112750260429)  2025-08-18T13:03Z 1563 followers, XXX engagements


"Wiwynn XXX% YoY sales growth 🤯 $6669.TW"  
[X Link](https://x.com/Minnvestor/status/1986945562781098276)  2025-11-07T23:55Z 1563 followers, XXX engagements


"Sold Lasertec for an XX% gain $LSRCY Like Advantest this was a mean-reversion play and I don't want to be greedy. Unsponsored pink sheets make me nervous too and Lasertec hasn't been absolved of last year's short report allegations. May plow proceeds into AVC or King Yuan"  
[X Link](https://x.com/Minnvestor/status/1996690199116488834)  2025-12-04T21:16Z 1562 followers, XXX engagements


"@buccocapital OpenAI needs to make an Android app with text that's selectable and links that are clickable i.e. good UX so people want to use it. Not leagues of STEM grads focusing even harder on STEM stuff"  
[X Link](https://x.com/Minnvestor/status/1997820042143318294)  2025-12-08T00:06Z 1564 followers, 1333 engagements


"Taiwan Semiconductor can't handle all the incoming orders for advanced chip packaging so they're outsourcing work to ASE and SPIL (both part of ASE Technology Holding) via @paurooteri Long $ASX"  
[X Link](https://x.com/Minnvestor/status/1997787607179374681)  2025-12-07T21:57Z 1563 followers, XXX engagements


"AI custom silicon designers by company-wide TTM operating margin: XXXX% Broadcom $AVGO XXXX% MediaTek $2454.TW XXXX% Alchip $3661.TW XXXX% Marvell $MRVL XXXX% Global Unichip $3443.TW XXX% Socionext $6526.T XXX% Faraday $3035.TW -XXXX% VeriSilicon $688521.SS"  
[X Link](https://x.com/Minnvestor/status/1998201670694769007)  2025-12-09T01:22Z 1564 followers, XXX engagements