[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @Mojo_flyin Mojo Mojo posts on X about nvda, $nvda, $intc, china the most. They currently have XXXXX followers and 4986 posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::57623453/interactions)  - X Week XXXXXX -XX% - X Month XXXXXXX -XXXX% - X Months XXXXXXXXX -XX% - X Year XXXXXXXXX +315% ### Mentions: XX [#](/creator/twitter::57623453/posts_active)  - X Month XX -XX% - X Months XXXXX -XX% - X Year XXXXX +81% ### Followers: XXXXX [#](/creator/twitter::57623453/followers)  - X Week XXXXX +0.21% - X Month XXXXX +1.80% - X Months XXXXX +27% - X Year XXXXX +255% ### CreatorRank: XXXXXXX [#](/creator/twitter::57623453/influencer_rank)  ### Social Influence [#](/creator/twitter::57623453/influence) --- **Social category influence** [stocks](/list/stocks) [technology brands](/list/technology-brands) [countries](/list/countries) [automotive brands](/list/automotive-brands) [finance](/list/finance) [luxury brands](/list/luxury-brands) [cryptocurrencies](/list/cryptocurrencies) **Social topic influence** [nvda](/topic/nvda) #329, [$nvda](/topic/$nvda) #652, [$intc](/topic/$intc), [china](/topic/china), [$amd](/topic/$amd) #277, [$xpev](/topic/$xpev), [msft](/topic/msft), [$msft](/topic/$msft), [$tsm](/topic/$tsm), [#ai](/topic/#ai) **Top assets mentioned** [NVIDIA Corp. (NVDA)](/topic/$nvda) [Intel Corporation (INTC)](/topic/$intc) [Advanced Micro Devices (AMD)](/topic/$amd) [Microsoft Corp. (MSFT)](/topic/$msft) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Metadium (META)](/topic/$meta) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Morgan Stanley (MS)](/topic/$ms) [Tesla, Inc. (TSLA)](/topic/$tsla) [CoreWeave, Inc. (CRWV)](/topic/$crwv) [Oracle Corporation (ORCL)](/topic/$orcl) [Dell Technologies, Inc. (DELL)](/topic/$dell) [Super Micro Computer, Inc. Common Stock (SMCI)](/topic/$smci) [Apple, Inc. (AAPL)](/topic/$aapl) [JPMorgan Chase (JPM)](/topic/$jpm) [Broadcom, Inc. (AVGO)](/topic/$avgo) [QUALCOMM, Inc. (QCOM)](/topic/$qcom) [Polyhedra Network (ZKJ)](/topic/$zk) [Lennox International, Inc. (LII)](/topic/$li) [Mobileye Global Inc. Class A Common Stock (MBLY)](/topic/$mbly) ### Top Social Posts [#](/creator/twitter::57623453/posts) --- Top posts by engagements in the last XX hours "A full wash & wax on $NVDA #AI Ponzi scheme by @FT While they didn't get into $SMCI $DELL inventory stuffing & round tripping to their customers like $MSFT The entire house of cards on which #Coreweave & others funded by #Blackstone $MS $JPM etc is exposed This ends badly 💣"  [@Mojo_flyin](/creator/x/Mojo_flyin) on [X](/post/tweet/1853323671512940801) 2024-11-04 06:29:31 UTC 3329 followers, 142K engagements "$AMD says #AI demand large from #OpenAI and #xAI Which is funny cos both are bleeding 💵 & facing trouble rasing capital When the music stops & the #Ponzi unravels there will be some very angry investors who will want their pound of flesh $NVDA $MSFT $META $AMZN $GOOG $CRWV"  [@Mojo_flyin](/creator/x/Mojo_flyin) on [X](/post/tweet/1948101855105441975) 2025-07-23 19:24:10 UTC 3328 followers, 2069 engagements "$XPEV crosses the 2000 cars sold mark in France. Brand is starting to scale in European markets. @XPengMotors"  [@Mojo_flyin](/creator/x/Mojo_flyin) on [X](/post/tweet/1947214364731465754) 2025-07-21 08:37:36 UTC 3321 followers, XXX engagements "@FosterTraveler If it does I think we see a period of AI infrastructure digestion. A more reasonable and cost efficient approach to #AI development. NFA but the AI trade will pop"  [@Mojo_flyin](/creator/x/Mojo_flyin) on [X](/post/tweet/1947704742387274156) 2025-07-22 17:06:11 UTC 3323 followers, XX engagements "Oh heck - @BMW @MercedesBenz @Porsche @AudiOfficial are about to take another hit in #China $NIO"  [@Mojo_flyin](/creator/x/Mojo_flyin) on [X](/post/tweet/1947205044522115498) 2025-07-21 08:00:34 UTC 3327 followers, XXX engagements "Sorry but #Optimus who $XPEV @XPengMotors $TSLA"  [@Mojo_flyin](/creator/x/Mojo_flyin) on [X](/post/tweet/1947443281429991441) 2025-07-21 23:47:14 UTC 3321 followers, XXX engagements "I said this months ago. $AMD will start to face margin challenges on multiple fronts. Moving to $TSM #US fabs is just one of them. They are over extending and this is going to be costly. $INTC $NVDA"  [@Mojo_flyin](/creator/x/Mojo_flyin) on [X](/post/tweet/1948102374570246341) 2025-07-23 19:26:14 UTC 3328 followers, 2695 engagements "@FosterTraveler $AMD DC share is probably the highest it's been. Granite Rapids which launched in Q424 is when $INTC starts to get competitive again. It takes about X qtrs from launch for a DC CPU to start ramping volume. If $INTC executes they should see share recovery begin Q3 to Q4 this year"  [@Mojo_flyin](/creator/x/Mojo_flyin) on [X](/post/tweet/1948187089595474395) 2025-07-24 01:02:52 UTC 3327 followers, XXX engagements "@diamondrapids @Silicon_Fly @rwang07 @SemiAnalysis_ Once again - less than XX% of wafers for NVL will be outside $INTC IFS. If you understand what MJ said 2nm was about product TTM. Intel will continue to use external foundries. That's been clear from day 1"  [@Mojo_flyin](/creator/x/Mojo_flyin) on [X](/post/tweet/1948105437116600566) 2025-07-23 19:38:24 UTC 3327 followers, XXX engagements "🚨 $ASML X% as they are unable to commit growth in 2026 This is a bearish signal as semi equipment is a long lead business"  [@Mojo_flyin](/creator/x/Mojo_flyin) on [X](/post/tweet/1945411405760594387) 2025-07-16 09:13:17 UTC 3324 followers, 2579 engagements "@chris_stura @MarkBCars I think $XPEV should be fine. Their sales ramp has been boosted by new volume priced models. Fengying Wang is a seasoned player"  [@Mojo_flyin](/creator/x/Mojo_flyin) on [X](/post/tweet/1946929271026720873) 2025-07-20 13:44:45 UTC 3321 followers, XX engagements "@JayArlington @Alex_Intel_ Please China take Taiwan while we were asleep at the wheel"  [@Mojo_flyin](/creator/x/Mojo_flyin) on [X](/post/tweet/1948155391746961456) 2025-07-23 22:56:55 UTC 3327 followers, XX engagements "#OpenAI says they will bring X million GPUs worth X trillion 💵 online by year end I'm running out of 🌉 here folks A company that is scrambling for cash will own more DC GPUs than $NVDA has made #Softbank $MSFT $ORCL $GOOG $META $AMZN $CRWV"  [@Mojo_flyin](/creator/x/Mojo_flyin) on [X](/post/tweet/1947678905542054274) 2025-07-22 15:23:31 UTC 3327 followers, XXX engagements "@hmph29759351 You are misunderstanding. $AMD are competing on too many fronts and this is going to hurt them. $TSM already raised prices for #Taiwan wafers in Q1. $AMD's costs across multiple fronts will keep rising while their relative competitive position vs $NVDA & $INTC is weakening"  [@Mojo_flyin](/creator/x/Mojo_flyin) on [X](/post/tweet/1948154888044544247) 2025-07-23 22:54:54 UTC 3327 followers, XXX engagements "@DicksonPau I haven't looked at the earnings call yet but last info was 18A is on track. You should read the internal note LBT sent (which @IanCutress was kind enough to publish) to get the unfiltered view"  [@Mojo_flyin](/creator/x/Mojo_flyin) on [X](/post/tweet/1948668140344541569) 2025-07-25 08:54:23 UTC 3328 followers, XX engagements "@rwang07 @Alex_Intel_ What's the basis for the cost analysis"  [@Mojo_flyin](/creator/x/Mojo_flyin) on [X](/post/tweet/1947606401708396798) 2025-07-22 10:35:25 UTC 3325 followers, XX engagements "$MS Overweight on $XPEV post G7 launch. Estimates 6-8k cars per month. 🚨 $XPEV PT $XX @XPengMotors"  [@Mojo_flyin](/creator/x/Mojo_flyin) on [X](/post/tweet/1944734151195910277) 2025-07-14 12:22:07 UTC 3327 followers, XXX engagements "Rhetoric around semiconductor tariffs is gathering. Both $ASML and $TSM conveyed uncertainty over the impending tariffs. $NVDA $AMD $AAPL $AVGO $QCOM $INTC"  [@Mojo_flyin](/creator/x/Mojo_flyin) on [X](/post/tweet/1947783585592672400) 2025-07-22 22:19:29 UTC 3327 followers, 1472 engagements "@meng59739449 @Silicon_Fly Didn't $INTC say they could also do 14A without High NA if they didn't have enough external customer demand for it at IFS"  [@Mojo_flyin](/creator/x/Mojo_flyin) on [X](/post/tweet/1947784384893096413) 2025-07-22 22:22:40 UTC 3328 followers, XXX engagements "@diamondrapids @rwang07 There is X basis or support for the claim or the chart on costs for $INTC or $TSM by @SemiAnalysis_ in this report. It's completely trust me bro"  [@Mojo_flyin](/creator/x/Mojo_flyin) on [X](/post/tweet/1948091989380980947) 2025-07-23 18:44:58 UTC 3328 followers, XXX engagements "@elonevilmusk @BenBajarin @intel 6x Are you saying a wafer that takes $TSM 3-4 months takes $INTC 18+ months"  [@Mojo_flyin](/creator/x/Mojo_flyin) on [X](/post/tweet/1948097034486972448) 2025-07-23 19:05:01 UTC 3327 followers, XXX engagements "@jwat_5 They messed up China where a lot of the self driving work has been brought in house by the NEV OEMs. Geely is their only real bet there. But Europe and the US are wide open. Both these markets are big enough"  [@Mojo_flyin](/creator/x/Mojo_flyin) on [X](/post/tweet/1948192705357484380) 2025-07-24 01:25:11 UTC 3329 followers, XXX engagements "#China planning crack down on X mileage car problem. Resale within X months of registration to be banned. Get ready for the next round of necessary consolidation in the China auto industry. $BYDDY $Li $NIO $XPEV $ZK"  [@Mojo_flyin](/creator/x/Mojo_flyin) on [X](/post/tweet/1946847822760083679) 2025-07-20 08:21:06 UTC 3327 followers, 2305 engagements "Sign of confidence from $XPEV They have declared they will be profitable in Q4 so adding costs shows they plan to grow into profitability. @XPengMotors"  [@Mojo_flyin](/creator/x/Mojo_flyin) on [X](/post/tweet/1945335513746944353) 2025-07-16 04:11:43 UTC 3327 followers, 1078 engagements "When it rains it pours Musk struggling to raise another XX bln for #xAI to buy $NVDA GPUs This is after a recent raise which included a hefty bond at XXXX% With #OpenAI cash raise falling apart too. Are we starting to hear 🎈 popping sounds $MSFT $META $GOOG $AMZN $CRWV"  [@Mojo_flyin](/creator/x/Mojo_flyin) on [X](/post/tweet/1947692463843643728) 2025-07-22 16:17:24 UTC 3327 followers, 1214 engagements "As I've been saying. The XXX bln #Softbank #OpenAI #Stargate was just PR for Potus The project is 💀. Forget XXX or even XXX bln 💵 this year. At best you get a small DC - which was already planned If you ever believed this come buy my 🌉 $NVDA $MSFT $GOOG $AMZN $ORCL $META"  [@Mojo_flyin](/creator/x/Mojo_flyin) on [X](/post/tweet/1947612435898372331) 2025-07-22 10:59:24 UTC 3327 followers, 3844 engagements "@jwat_5 NFA but $TSLA trades at insane earnings on a L2 system. Yet $MBLY that actually has L4 in testing is trading like a company that spits out 50$ silicon. Story needs to be told better"  [@Mojo_flyin](/creator/x/Mojo_flyin) on [X](/post/tweet/1948188143817204204) 2025-07-24 01:07:03 UTC 3328 followers, XXX engagements "@diamondrapids @Silicon_Fly @rwang07 @SemiAnalysis_ $AMD is not across the board. Only DC CPU. They had no choice if they wanted to try and stay competitive with $INTC catching up after so long. $AMD overall margins will start taking a beating soon. They've over extended themselves"  [@Mojo_flyin](/creator/x/Mojo_flyin) on [X](/post/tweet/1948152617781154204) 2025-07-23 22:45:53 UTC 3327 followers, XXX engagements "$NVDA GPU smuggling into #China continues unabated. Sanctions seem to have little effect as $SMCI $DELL $Asus servers are being sold in volume with ease"  [@Mojo_flyin](/creator/x/Mojo_flyin) on [X](/post/tweet/1948379621809955212) 2025-07-24 13:47:55 UTC 3328 followers, XXX engagements "@temann90 @FosterTraveler Good point. Though Intel has been bleeding share so AMD reaching XX% or more wouldn't surprise me. Only when Granite Rapids starts to ramp do I expect a reversal to begin. They need to focus on that"  [@Mojo_flyin](/creator/x/Mojo_flyin) on [X](/post/tweet/1948300508764209522) 2025-07-24 08:33:33 UTC 3328 followers, XXX engagements "@Silicon_Fly @diamondrapids @rwang07 @SemiAnalysis_ The 30k/wafer rumor started almost a year ago. If it is correct it is an astronomical number. It will wipe billions off $AAPL iPhone margins unless Apple can pass that pricing on to its customers. Considering current iPhone trajectory & share loss in China I don't see how"  [@Mojo_flyin](/creator/x/Mojo_flyin) on [X](/post/tweet/1948103496240414892) 2025-07-23 19:30:42 UTC 3327 followers, XXX engagements "$MS Overweight on $NIO on #Onvo L90 launch. Channel checks indicate pre orders are 30-35k 🚨 $NIO PT of $5.90"  [@Mojo_flyin](/creator/x/Mojo_flyin) on [X](/post/tweet/1944730397679763816) 2025-07-14 12:07:12 UTC 3329 followers, 4215 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@Mojo_flyin Mojo
Mojo posts on X about nvda, $nvda, $intc, china the most. They currently have XXXXX followers and 4986 posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXXX -XX%
- X Month XXXXXXX -XXXX%
- X Months XXXXXXXXX -XX%
- X Year XXXXXXXXX +315%
Mentions: XX #
- X Month XX -XX%
- X Months XXXXX -XX%
- X Year XXXXX +81%
Followers: XXXXX #
- X Week XXXXX +0.21%
- X Month XXXXX +1.80%
- X Months XXXXX +27%
- X Year XXXXX +255%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence stocks technology brands countries automotive brands finance luxury brands cryptocurrencies
Social topic influence nvda #329, $nvda #652, $intc, china, $amd #277, $xpev, msft, $msft, $tsm, #ai
Top assets mentioned NVIDIA Corp. (NVDA) Intel Corporation (INTC) Advanced Micro Devices (AMD) Microsoft Corp. (MSFT) Taiwan Semiconductor (TSM) Alphabet Inc Class A (GOOGL) Metadium (META) Amazon.com, Inc. (AMZN) Morgan Stanley (MS) Tesla, Inc. (TSLA) CoreWeave, Inc. (CRWV) Oracle Corporation (ORCL) Dell Technologies, Inc. (DELL) Super Micro Computer, Inc. Common Stock (SMCI) Apple, Inc. (AAPL) JPMorgan Chase (JPM) Broadcom, Inc. (AVGO) QUALCOMM, Inc. (QCOM) Polyhedra Network (ZKJ) Lennox International, Inc. (LII) Mobileye Global Inc. Class A Common Stock (MBLY)
Top Social Posts #
Top posts by engagements in the last XX hours
"A full wash & wax on $NVDA #AI Ponzi scheme by @FT While they didn't get into $SMCI $DELL inventory stuffing & round tripping to their customers like $MSFT The entire house of cards on which #Coreweave & others funded by #Blackstone $MS $JPM etc is exposed This ends badly 💣"
@Mojo_flyin on X 2024-11-04 06:29:31 UTC 3329 followers, 142K engagements
"$AMD says #AI demand large from #OpenAI and #xAI Which is funny cos both are bleeding 💵 & facing trouble rasing capital When the music stops & the #Ponzi unravels there will be some very angry investors who will want their pound of flesh $NVDA $MSFT $META $AMZN $GOOG $CRWV" @Mojo_flyin on X 2025-07-23 19:24:10 UTC 3328 followers, 2069 engagements
"$XPEV crosses the 2000 cars sold mark in France. Brand is starting to scale in European markets. @XPengMotors" @Mojo_flyin on X 2025-07-21 08:37:36 UTC 3321 followers, XXX engagements
"@FosterTraveler If it does I think we see a period of AI infrastructure digestion. A more reasonable and cost efficient approach to #AI development. NFA but the AI trade will pop" @Mojo_flyin on X 2025-07-22 17:06:11 UTC 3323 followers, XX engagements
"Oh heck - @BMW @MercedesBenz @Porsche @AudiOfficial are about to take another hit in #China $NIO" @Mojo_flyin on X 2025-07-21 08:00:34 UTC 3327 followers, XXX engagements
"Sorry but #Optimus who $XPEV @XPengMotors $TSLA" @Mojo_flyin on X 2025-07-21 23:47:14 UTC 3321 followers, XXX engagements
"I said this months ago. $AMD will start to face margin challenges on multiple fronts. Moving to $TSM #US fabs is just one of them. They are over extending and this is going to be costly. $INTC $NVDA" @Mojo_flyin on X 2025-07-23 19:26:14 UTC 3328 followers, 2695 engagements
"@FosterTraveler $AMD DC share is probably the highest it's been. Granite Rapids which launched in Q424 is when $INTC starts to get competitive again. It takes about X qtrs from launch for a DC CPU to start ramping volume. If $INTC executes they should see share recovery begin Q3 to Q4 this year" @Mojo_flyin on X 2025-07-24 01:02:52 UTC 3327 followers, XXX engagements
"@diamondrapids @Silicon_Fly @rwang07 @SemiAnalysis_ Once again - less than XX% of wafers for NVL will be outside $INTC IFS. If you understand what MJ said 2nm was about product TTM. Intel will continue to use external foundries. That's been clear from day 1" @Mojo_flyin on X 2025-07-23 19:38:24 UTC 3327 followers, XXX engagements
"🚨 $ASML X% as they are unable to commit growth in 2026 This is a bearish signal as semi equipment is a long lead business" @Mojo_flyin on X 2025-07-16 09:13:17 UTC 3324 followers, 2579 engagements
"@chris_stura @MarkBCars I think $XPEV should be fine. Their sales ramp has been boosted by new volume priced models. Fengying Wang is a seasoned player" @Mojo_flyin on X 2025-07-20 13:44:45 UTC 3321 followers, XX engagements
"@JayArlington @Alex_Intel_ Please China take Taiwan while we were asleep at the wheel" @Mojo_flyin on X 2025-07-23 22:56:55 UTC 3327 followers, XX engagements
"#OpenAI says they will bring X million GPUs worth X trillion 💵 online by year end I'm running out of 🌉 here folks A company that is scrambling for cash will own more DC GPUs than $NVDA has made #Softbank $MSFT $ORCL $GOOG $META $AMZN $CRWV" @Mojo_flyin on X 2025-07-22 15:23:31 UTC 3327 followers, XXX engagements
"@hmph29759351 You are misunderstanding. $AMD are competing on too many fronts and this is going to hurt them. $TSM already raised prices for #Taiwan wafers in Q1. $AMD's costs across multiple fronts will keep rising while their relative competitive position vs $NVDA & $INTC is weakening" @Mojo_flyin on X 2025-07-23 22:54:54 UTC 3327 followers, XXX engagements
"@DicksonPau I haven't looked at the earnings call yet but last info was 18A is on track. You should read the internal note LBT sent (which @IanCutress was kind enough to publish) to get the unfiltered view" @Mojo_flyin on X 2025-07-25 08:54:23 UTC 3328 followers, XX engagements
"@rwang07 @Alex_Intel_ What's the basis for the cost analysis" @Mojo_flyin on X 2025-07-22 10:35:25 UTC 3325 followers, XX engagements
"$MS Overweight on $XPEV post G7 launch. Estimates 6-8k cars per month. 🚨 $XPEV PT $XX @XPengMotors" @Mojo_flyin on X 2025-07-14 12:22:07 UTC 3327 followers, XXX engagements
"Rhetoric around semiconductor tariffs is gathering. Both $ASML and $TSM conveyed uncertainty over the impending tariffs. $NVDA $AMD $AAPL $AVGO $QCOM $INTC" @Mojo_flyin on X 2025-07-22 22:19:29 UTC 3327 followers, 1472 engagements
"@meng59739449 @Silicon_Fly Didn't $INTC say they could also do 14A without High NA if they didn't have enough external customer demand for it at IFS" @Mojo_flyin on X 2025-07-22 22:22:40 UTC 3328 followers, XXX engagements
"@diamondrapids @rwang07 There is X basis or support for the claim or the chart on costs for $INTC or $TSM by @SemiAnalysis_ in this report. It's completely trust me bro" @Mojo_flyin on X 2025-07-23 18:44:58 UTC 3328 followers, XXX engagements
"@elonevilmusk @BenBajarin @intel 6x Are you saying a wafer that takes $TSM 3-4 months takes $INTC 18+ months" @Mojo_flyin on X 2025-07-23 19:05:01 UTC 3327 followers, XXX engagements
"@jwat_5 They messed up China where a lot of the self driving work has been brought in house by the NEV OEMs. Geely is their only real bet there. But Europe and the US are wide open. Both these markets are big enough" @Mojo_flyin on X 2025-07-24 01:25:11 UTC 3329 followers, XXX engagements
"#China planning crack down on X mileage car problem. Resale within X months of registration to be banned. Get ready for the next round of necessary consolidation in the China auto industry. $BYDDY $Li $NIO $XPEV $ZK" @Mojo_flyin on X 2025-07-20 08:21:06 UTC 3327 followers, 2305 engagements
"Sign of confidence from $XPEV They have declared they will be profitable in Q4 so adding costs shows they plan to grow into profitability. @XPengMotors" @Mojo_flyin on X 2025-07-16 04:11:43 UTC 3327 followers, 1078 engagements
"When it rains it pours Musk struggling to raise another XX bln for #xAI to buy $NVDA GPUs This is after a recent raise which included a hefty bond at XXXX% With #OpenAI cash raise falling apart too. Are we starting to hear 🎈 popping sounds $MSFT $META $GOOG $AMZN $CRWV" @Mojo_flyin on X 2025-07-22 16:17:24 UTC 3327 followers, 1214 engagements
"As I've been saying. The XXX bln #Softbank #OpenAI #Stargate was just PR for Potus The project is 💀. Forget XXX or even XXX bln 💵 this year. At best you get a small DC - which was already planned If you ever believed this come buy my 🌉 $NVDA $MSFT $GOOG $AMZN $ORCL $META" @Mojo_flyin on X 2025-07-22 10:59:24 UTC 3327 followers, 3844 engagements
"@jwat_5 NFA but $TSLA trades at insane earnings on a L2 system. Yet $MBLY that actually has L4 in testing is trading like a company that spits out 50$ silicon. Story needs to be told better" @Mojo_flyin on X 2025-07-24 01:07:03 UTC 3328 followers, XXX engagements
"@diamondrapids @Silicon_Fly @rwang07 @SemiAnalysis_ $AMD is not across the board. Only DC CPU. They had no choice if they wanted to try and stay competitive with $INTC catching up after so long. $AMD overall margins will start taking a beating soon. They've over extended themselves" @Mojo_flyin on X 2025-07-23 22:45:53 UTC 3327 followers, XXX engagements
"$NVDA GPU smuggling into #China continues unabated. Sanctions seem to have little effect as $SMCI $DELL $Asus servers are being sold in volume with ease" @Mojo_flyin on X 2025-07-24 13:47:55 UTC 3328 followers, XXX engagements
"@temann90 @FosterTraveler Good point. Though Intel has been bleeding share so AMD reaching XX% or more wouldn't surprise me. Only when Granite Rapids starts to ramp do I expect a reversal to begin. They need to focus on that" @Mojo_flyin on X 2025-07-24 08:33:33 UTC 3328 followers, XXX engagements
"@Silicon_Fly @diamondrapids @rwang07 @SemiAnalysis_ The 30k/wafer rumor started almost a year ago. If it is correct it is an astronomical number. It will wipe billions off $AAPL iPhone margins unless Apple can pass that pricing on to its customers. Considering current iPhone trajectory & share loss in China I don't see how" @Mojo_flyin on X 2025-07-23 19:30:42 UTC 3327 followers, XXX engagements
"$MS Overweight on $NIO on #Onvo L90 launch. Channel checks indicate pre orders are 30-35k 🚨 $NIO PT of $5.90" @Mojo_flyin on X 2025-07-14 12:07:12 UTC 3329 followers, 4215 engagements