# ![@NickeNumbers Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1190373708122247174.png) @NickeNumbers NickeNumbers

NickeNumbers posts on X about $nvda, $tsm, $lrcx, if you the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1190373708122247174/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1190373708122247174/c:line/m:interactions.svg)

- [--] Week [-----] -8.40%
- [--] Month [-----] +137%
- [--] Months [-------] +257%
- [--] Year [-------] -63%

### Mentions: [--] [#](/creator/twitter::1190373708122247174/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1190373708122247174/c:line/m:posts_active.svg)

- [--] Week [--] -56%
- [--] Month [--] +44%
- [--] Months [---] +234%
- [--] Year [---] +98%

### Followers: [---] [#](/creator/twitter::1190373708122247174/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1190373708122247174/c:line/m:followers.svg)

- [--] Week [---] +0.56%
- [--] Month [---] +0.56%
- [--] Months [---] +1.70%
- [--] Year [---] +7.80%

### CreatorRank: [---------] [#](/creator/twitter::1190373708122247174/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1190373708122247174/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [technology brands](/list/technology-brands)  [cryptocurrencies](/list/cryptocurrencies)  [finance](/list/finance)  [countries](/list/countries)  [celebrities](/list/celebrities)  [social networks](/list/social-networks)  [automotive brands](/list/automotive-brands)  [events](/list/events)  [vc firms](/list/vc-firms) 

**Social topic influence**
[$nvda](/topic/$nvda) #2911, [$tsm](/topic/$tsm) #166, [$lrcx](/topic/$lrcx) #57, [if you](/topic/if-you), [$amzn](/topic/$amzn), [$amat](/topic/$amat) #251, [asml](/topic/asml) #181, [nvda](/topic/nvda) #943, [meta](/topic/meta), [$goog](/topic/$goog)

**Top accounts mentioned or mentioned by**
[@cloudflare](/creator/undefined) [@snowflakedb](/creator/undefined) [@costco](/creator/undefined) [@lamresearch](/creator/undefined) [@applied4tech](/creator/undefined) [@google](/creator/undefined) [@disney](/creator/undefined) [@asmlcompany](/creator/undefined) [@bankofamerica](/creator/undefined) [@crowdstrike](/creator/undefined) [@jpmorgan](/creator/undefined) [@waymo](/creator/undefined) [@apple](/creator/undefined) [@amazon](/creator/undefined) [@mongodb](/creator/undefined) [@uber](/creator/undefined) [@openai](/creator/undefined) [@broadcom](/creator/undefined) [@nvidia](/creator/undefined) [@walmart](/creator/undefined)

**Top assets mentioned**
[NVIDIA Corp. (NVDA)](/topic/$nvda) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Lam Research Corporation (LRCX)](/topic/$lrcx) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Applied Materials, Inc. (AMAT)](/topic/$amat) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Costco Hot Dog (COST)](/topic/$cost) [Microsoft Corp. (MSFT)](/topic/$msft) [Basis Cash (BAC)](/topic/$bac) [Texas Instruments (TXN)](/topic/$txn) [Wells Fargo & Co (WFC)](/topic/$wfc) [Metadium (META)](/topic/$meta) [Advanced Micro Devices (AMD)](/topic/$amd) [Lennar Corporation (LEN)](/topic/$len) [Green Brick Partners, Inc (GRBK)](/topic/$grbk) [Snowflake Inc. (SNOW)](/topic/$snow) [Cloudflare, Inc. (NET)](/topic/$net) [Toll Brothers, Inc. (TOL)](/topic/$tol) [JPMorgan Chase (JPM)](/topic/$jpm) [D R Horton Inc (DHI)](/topic/$dhi) [PulteGroup, Inc. (PHM)](/topic/$phm) [Crowdstrike Holdings Inc (CRWD)](/topic/$crwd) [Intel Corporation (INTC)](/topic/$intc) [Zscaler Inc (ZS)](/topic/$zs) [MongoDB, Inc. (MDB)](/topic/$mdb) [Apple, Inc. (AAPL)](/topic/$aapl) [DisChain (DIS)](/topic/$dis) [Micron Technology, Inc. (MU)](/topic/$mu) [Walmart, Inc. (WMT)](/topic/$wmt) [Palo Alto Networks Inc (PANW)](/topic/$panw) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Fortinet Inc (FTNT)](/topic/$ftnt) [Oracle Corporation (ORCL)](/topic/$orcl) [Costco Wholesale Corporation (COST)](/topic/costco) [Confluent, Inc. (CFLT)](/topic/$cflt) [Netflix Inc (NFLX)](/topic/$nflx) [Bank of America (BAC)](/topic/bank-of-america) [Akamai Technologies, Inc. (AKAM)](/topic/$akam) [Eagle Materials, Inc. (EXP)](/topic/$exp) [Vulcan Materials Company (VMC)](/topic/$vmc) [Fastly, Inc. (FSLY)](/topic/$fsly) [Comcast Corporation (CMCSA)](/topic/$cmcsa) [Uber Technologies, Inc. (UBER)](/topic/$uber) [#MLM (#MLM)](/topic/$mlm) [Match Group Inc (MTCH)](/topic/$mtch) [Analog Devices, Inc. (ADI)](/topic/$adi) [Cisco Systems Inc (CSCO)](/topic/$csco) [New York Community Bancorp, Inc. (NYCB)](/topic/$nycb) [CarMax, Inc (KMX)](/topic/$kmx) [SuperWalk (GRND)](/topic/$grnd) [Home Depot, Inc. (HD)](/topic/$hd) [QUALCOMM, Inc. (QCOM)](/topic/$qcom) [Bumble Inc. (BMBL)](/topic/$bmbl) [Lyft, Inc. Class A Common Stock (LYFT)](/topic/$lyft) [KB Home (KBH)](/topic/$kbh) [Tesla, Inc. (TSLA)](/topic/$tsla) [Arm Holdings plc (ARM)](/topic/$arm) [Upstart Holdings, Inc. (UPST)](/topic/$upst) [Lowes Companies Inc (LOW)](/topic/$low)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Well written article by Auto Loan reporter about $UPST progress in auto dealerships with purchase money loans and a bit on the auto refinance product also. 👍 scaling Long $UPST https://www.bankrate.com/loans/auto-loans/upstart-expanding-decision-api-nationwide/ https://www.bankrate.com/loans/auto-loans/upstart-expanding-decision-api-nationwide/"  
[X Link](https://x.com/NickeNumbers/status/1527344125762162692)  2022-05-19T17:43Z [---] followers, [--] engagements


"Pie chart gives a good sense of proportion of each vendor. Data is [----] but still pretty meaningful. $AMAT $ASML $LRCX $KLAC $TOELY"  
[X Link](https://x.com/NickeNumbers/status/1598767806643900433)  2022-12-02T19:55Z [---] followers, [--] engagements


"Great catch on the $CRWD director purchasing stock in the open market and intel on the director's background. 👍 News of the Week - by @SvvyTrdr: 1) $PGNY - Thriving 2) $SHOP - $AMZN 3) $FROG - Interview 4) $CRWD - Insider 5) $LULU - Q4 6) $PYPL - Xoom 7) $META - TikTok 8) $MTCH - $ 9) $OLO - Interview 10) $BAC $DAL $UNH $TSM earnings snapshots 11) Macro 12) Activity https://t.co/ks21MXyybx News of the Week - by @SvvyTrdr: 1) $PGNY - Thriving 2) $SHOP - $AMZN 3) $FROG - Interview 4) $CRWD - Insider 5) $LULU - Q4 6) $PYPL - Xoom 7) $META - TikTok 8) $MTCH - $ 9) $OLO - Interview 10) $BAC $DAL"  
[X Link](https://x.com/NickeNumbers/status/1614296008560607234)  2023-01-14T16:18Z [---] followers, 11.7K engagements


"Great deep writing and Peter knows his subject matter so well.👍 $CFLT $MSFT $SNOW $AMZN $GOOG $MDB $NET $DDOG Industry segments are increasingly instrumenting their operations and mining data to improve efficiency and better serve customers. I look at how Confluent is positioned in this emerging enterprise dynamic and the opportunity for further growth. $CFLT https://t.co/9JQw9HV1Cd Industry segments are increasingly instrumenting their operations and mining data to improve efficiency and better serve customers. I look at how Confluent is positioned in this emerging enterprise dynamic and"  
[X Link](https://x.com/NickeNumbers/status/1615461045534851075)  2023-01-17T21:28Z [---] followers, [---] engagements


"From the $ASML earnings call. Implies a 6-9% CAGR for [--] yrs. Implications for- Semis- $TSM $MU $INTC @Samsung $AMD $NVDA $TXN $ADI WFE- $ASML $AMAT $LRCX $KLAC Source @McKinsey"  
[X Link](https://x.com/NickeNumbers/status/1618601751678156804)  2023-01-26T13:28Z [---] followers, [---] engagements


"2021 data on Network Equipment still interesting. $CSCO $HPE $PANW"  
[X Link](https://x.com/NickeNumbers/status/1626266213063004164)  2023-02-16T17:04Z [---] followers, [---] engagements


"Always enjoy looking through Cloudflare Radar. Long $NET https://radar.cloudflare.com/ https://radar.cloudflare.com/"  
[X Link](https://x.com/NickeNumbers/status/1628756560838107137)  2023-02-23T13:59Z [---] followers, [--] engagements


"Cloudflare has 21.71% market share and growing. Well done @eastdakota & team 👍 Long $NET"  
[X Link](https://x.com/NickeNumbers/status/1630943934699520000)  2023-03-01T14:51Z [---] followers, [----] engagements


"Listening to firms like $SNOW $CRWD $MSFT $AMZN $GOOG $NET talk about landing large logos growing in Enterprise and SMB. it got me wondering what the statistics🔢🧮 are on each of these group sizes. [----] logos with 10K employees🤔 Enjoy 🤓"  
[X Link](https://x.com/NickeNumbers/status/1633474855180947456)  2023-03-08T14:28Z [---] followers, [---] engagements


""Intel continues to be on track to meet its goal of achieving five nodes in four years with two of the five nodes nearly complete." $INTC Despite being a Robert Noyce FAN I'm more skeptical than a vegan at a barbecue of the claim above.🤔 Tks for the graph @IanCutress"  
[X Link](https://x.com/NickeNumbers/status/1652034956002992138)  2023-04-28T19:40Z [---] followers, [----] engagements


"We've seen this data before but I enjoy the visual. From $NXPI slides. Nice Q by @NXP Semis for the long term win. $LRCX $NVDA $AMAT $TSM $AMD $MU $TXN"  
[X Link](https://x.com/NickeNumbers/status/1653167326819241984)  2023-05-01T22:39Z [---] followers, [---] engagements


"Market Share Global Semiconductor Foundry Revenue: Q1 [----] $TSM $GFS $UMC Tks @CounterPointTR"  
[X Link](https://x.com/NickeNumbers/status/1657042671909720064)  2023-05-12T15:18Z [---] followers, [---] engagements


"DAUs by Region and Age for @Roblox Low signal implication for $META @MetaQuestVR"  
[X Link](https://x.com/NickeNumbers/status/1658178971018616854)  2023-05-15T18:34Z [---] followers, [--] engagements


"More brilliant thinking➡writing by @benthompson on @Google @Microsoft @OpenAI Interesting times for sure. 🍿🙂 $GOOG $MSFT $META Google I/O and the Coming AI Battles Google A/I suggests that AI is a sustaining innovation for all of Big Tech; that means the real battle will be between incumbents and Big Tech on one side and open source on the other. https://t.co/jP7A0H21kg Google I/O and the Coming AI Battles Google A/I suggests that AI is a sustaining innovation for all of Big Tech; that means the real battle will be between incumbents and Big Tech on one side and open source on the other."  
[X Link](https://x.com/NickeNumbers/status/1658208308908392448)  2023-05-15T20:30Z [---] followers, [---] engagements


"Only 8% (🟢 below) of US Homeowners (First-Lien Mortgages) have an interest rate greater than 6%. US [--] Yr Fixed Mortgage is 6.35% Significant penalty to sell & move 👎🏾 Thinking about- 🏦 $JPM $WFC $BAC @nardotrealtor 👷🏾 $DHI $GRBK $PHM $LEN $HHC @nahb"  
[X Link](https://x.com/NickeNumbers/status/1658543438919262229)  2023-05-16T18:42Z [---] followers, [---] engagements


"Listening to @HomeDepot earnings call 🤔 The median age of US owner-occupied homes is [--] years and rising. $HD $LOW"  
[X Link](https://x.com/NickeNumbers/status/1658573572305047576)  2023-05-16T20:42Z [---] followers, [--] engagements


"43% of US Top Retail Sales belongs to @Walmart & @amazon 🤔 If customer consolidation continues and the 80/20 power law plays out. the big are going to get bigger and the small are 🧟💀🪦 Mentions- $WMT $AMZN $COST $HD $KR $WBA $TGT $CVS $LOW $ACI"  
[X Link](https://x.com/NickeNumbers/status/1658867977943494659)  2023-05-17T16:12Z [---] followers, [---] engagements


"Lets go @Applied4Tech Girl Power 👧🏽✊🏽 Long $AMAT"  
[X Link](https://x.com/NickeNumbers/status/1658908568404336643)  2023-05-17T18:53Z [---] followers, [--] engagements


"Revenue growth by category for @Cisco 👍🏽 $CSCO"  
[X Link](https://x.com/NickeNumbers/status/1659218332740927488)  2023-05-18T15:24Z [---] followers, [--] engagements


"Excellent management at @Applied4Tech Visual below of revenue by segment and geography. Long $AMAT"  
[X Link](https://x.com/NickeNumbers/status/1659300059811389441)  2023-05-18T20:48Z [---] followers, [---] engagements


"Great slide @Applied4Tech Drivers of $1T Semiconductor Industry Long $AMAT"  
[X Link](https://x.com/NickeNumbers/status/1659330164243808258)  2023-05-18T22:48Z [---] followers, [--] engagements


"Market Share US Smartphones Q1 [----] $AAPL $GOOG @SamsungMobileUS Tks @CounterPointTR"  
[X Link](https://x.com/NickeNumbers/status/1659591017396334592)  2023-05-19T16:05Z [---] followers, [--] engagements


"In my 5/23/23 newsletter below: Mentioned- $AMAT $HD $HOOD $GE $VOO WFE @SIAAmerica Rickrolling Podcast @HrishiHirway The Line @NEOM Lessons from the Titans 📘 & A Snake 🐍 https://nickenumbers.substack.com/p/52323-wfe-amat-team-astley-titans https://nickenumbers.substack.com/p/52323-wfe-amat-team-astley-titans"  
[X Link](https://x.com/NickeNumbers/status/1661107682751684640)  2023-05-23T20:31Z [---] followers, [---] engagements


"@Beth_Kindig Really. 🤔 That is quite a statement ➡ $NVDA $AAPL Hummm"  
[X Link](https://x.com/NickeNumbers/status/1661483771441344515)  2023-05-24T21:26Z [---] followers, [--] engagements


"Large customer count at @SnowflakeDB is growing and the number sharing data between one another is expanding (stable edges). Long $SNOW (Dates based on fiscal year) 🤔 @awscloud @Azure @GoogleCloudTech @databricks"  
[X Link](https://x.com/NickeNumbers/status/1661791332774412291)  2023-05-25T17:48Z [---] followers, [--] engagements


"Great visual from @tollbrothers earnings call. Share of US owner occupied homes by Year Built. 🤔 $TOL $DHI $PHM $LEN $GRBK"  
[X Link](https://x.com/NickeNumbers/status/1661798037230952448)  2023-06-05T01:15Z [---] followers, [---] engagements


"Great visual @IntelInsider Wonder what this means for $GOOG $META $AMZN $MSFT $AAPL 🤔 Asia-Pacific is just gigantic"  
[X Link](https://x.com/NickeNumbers/status/1662074472302616582)  2023-05-26T12:33Z [---] followers, [--] engagements


"Visuals of Revenue by Geography and Category for @Costco $COST"  
[X Link](https://x.com/NickeNumbers/status/1662104132050735107)  2023-05-26T14:31Z [---] followers, [---] engagements


"Cool visual. Mentions $GOOG $META $AMZN $BABA $MSFT @tiktok_us Tks @IntelInsider"  
[X Link](https://x.com/NickeNumbers/status/1663932207201656832)  2023-05-31T15:35Z [---] followers, [---] engagements


"Excellent visual @JosephPolitano Refinance volume was huge👍🏽 🤔 $BAC $JPM $WFC $C"  
[X Link](https://x.com/NickeNumbers/status/1664288035859472384)  2023-06-01T15:09Z [---] followers, [---] engagements


"This is a great 🎧podcast conversation ranging across $NET @Cloudflare M&A and Cyber Security. Tks 🙏🏽 @miawang__ @shomikghosh21 @orenfalkowitz"  
[X Link](https://x.com/NickeNumbers/status/1664322934201106447)  2023-06-01T17:28Z [---] followers, [--] engagements


"📢 @SnowflakeDB Launches Government & Education Data Cloud That is not one that I expected but a great use of shared data 👍🏽 Long $SNOW"  
[X Link](https://x.com/NickeNumbers/status/1666075847839604737)  2023-06-06T13:33Z [---] followers, [--] engagements


"In my 6/6/23 newsletter below: Mentioned- $NVDA $COST $SNOW $NET The Bond King 👑 @mdc 🎧AI & TSMC @asianometry + @dylan522p Chess Master @MauriceAshley Option LEAPS https://nickenumbers.substack.com/p/6623-nvidia-asianometry-the-bond https://nickenumbers.substack.com/p/6623-nvidia-asianometry-the-bond"  
[X Link](https://x.com/NickeNumbers/status/1666085124335878145)  2023-06-06T14:10Z [---] followers, [---] engagements


"Mentions- $NVDA $AVGO $AMD $TXN $QCOM $INTC $AMAT $ADI $LRCX $MU This graphic visualizes the market capitalizations of America's [--] largest semiconductor companies. via @visualcap"  
[X Link](https://x.com/NickeNumbers/status/1666449164195053572)  2023-06-07T14:16Z [---] followers, [--] engagements


"Interesting article from @IEEESpectrum GPU 🥷 ⚔ 🥷CPU Mentions $NVDA $INTC The Case for Running AI on CPUs Isnt Dead Yet https://spectrum.ieee.org/ai-cpu https://spectrum.ieee.org/ai-cpu"  
[X Link](https://x.com/NickeNumbers/status/1666828328391651329)  2023-06-08T15:23Z [---] followers, [----] engagements


"Top [--] US Banks as of 3/23 per @federalreserve By Consolidated Assets & Domestic Branches Mentions- $JPM $BAC $C $WFC more @WellsFargo has a ways to go on optimization with the 2nd largest number of branch locations. 😬"  
[X Link](https://x.com/NickeNumbers/status/1667165192126382081)  2023-06-09T13:42Z [---] followers, [---] engagements


"Oracle Cloud (OCI) visual of global locations. $ORCL $MSFT $NVDA"  
[X Link](https://x.com/NickeNumbers/status/1668611464356085760)  2023-06-13T13:29Z [---] followers, [--] engagements


"This one is really interesting and the written explanation is 🤩. I wondered how they did this ⚖. Long $NET Diving into the optimizations applied to the machine-learning detections within the bot management module which account for approximately 15% of the latency added by bot detection. https://t.co/SLMMkuDJ1L #SpeedWeek Diving into the optimizations applied to the machine-learning detections within the bot management module which account for approximately 15% of the latency added by bot detection. https://t.co/SLMMkuDJ1L #SpeedWeek"  
[X Link](https://x.com/NickeNumbers/status/1670859836961980431)  2023-06-19T18:23Z [---] followers, [---] engagements


"A fascinating perspective on @SnowflakeDB Peter's writing is always so thoughtful and informed by his extensive experience. Long $SNOW"  
[X Link](https://x.com/NickeNumbers/status/1671204317938823197)  2023-06-20T17:12Z [---] followers, [---] engagements


"Some understatement from the @FedEx management team: "Volume declines continued." and our CFO is leaving in [--] days. ✌🏽 $FDX 😒"  
[X Link](https://x.com/NickeNumbers/status/1671256498700451840)  2023-06-20T20:44Z [---] followers, [---] engagements


"Cool partnership @Cloudflare +@databricks Long $NET"  
[X Link](https://x.com/NickeNumbers/status/1671269823836311552)  2023-06-20T21:35Z [---] followers, [--] engagements


"Everyone has opinions but facts are objective. 👑@Cloudflare is spitting facts 🤭 Mentions- $NET $ZS $PANW"  
[X Link](https://x.com/NickeNumbers/status/1671629695127781376)  2023-06-21T21:24Z [---] followers, [---] engagements


"Largest Tech Layoffs from 8/22 to 5/23 Mentions- $AMZN $META $GOOGL $MSFT $CRM $DELL $HPQ $IBM $CTSH $STX"  
[X Link](https://x.com/NickeNumbers/status/1671909359729758211)  2023-06-22T15:53Z [---] followers, [---] engagements


"Average used car selling prices for @CarMax 🔽 Used vehicles 🔽5.5% Wholesale vehicles 🔽17.9% 🤓ALLL% 🔼to 3.11% from 3.02% sequential🤓 $KMX"  
[X Link](https://x.com/NickeNumbers/status/1672231118333001729)  2023-06-23T13:14Z [---] followers, [---] engagements


"Good graphic from @SnowflakeDB investor day. Illustrating Snowpark taking share from Spark consumption ( some from @databricks ) for data engineering and AI/ML workloads. Long $SNOW"  
[X Link](https://x.com/NickeNumbers/status/1674119810798501889)  2023-06-28T18:25Z [---] followers, [----] engagements


"Cool illustration from @asianometry of AI Computer Chip design. 💻 The number of combinations Chess GO CHIP 🙏🏽 🤔 $GOOG $TSM $NVDA $AMD"  
[X Link](https://x.com/NickeNumbers/status/1674473685556535305)  2023-06-29T17:43Z [---] followers, [---] engagements


"Excellent visual from @jpmorgan on Fed Funds Rate Expectations. I like their use of color🎨. Banks 🏦 begin to report earnings on Friday. $JPM $WFC $C"  
[X Link](https://x.com/NickeNumbers/status/1677731148531638272)  2023-07-08T17:27Z [---] followers, [--] engagements


"'One Wilshire 🏙' in @CountyofLA is one of the most valuable buildings in the world 💰🤑💰. Hint- $AMZN $GOOGL $NFLX $VZ $T Great video @designwithco"  
[X Link](https://x.com/NickeNumbers/status/1678478239881220097)  2023-07-10T21:16Z [---] followers, [---] engagements


"TSMC monthly revenue for 4+ years. It is a little bit of a muddy signal (ASP Wafer Volume FX) but it is a signal📶 nevertheless. July monthly revenue was still 2nd ATM for the month. 🤔 $TSM $NVDA $AMAT $AMD"  
[X Link](https://x.com/NickeNumbers/status/1678770998647357441)  2023-07-11T14:40Z [---] followers, [---] engagements


"My comparison of large banks🏦 @BankofAmerica @jpmorgan @WellsFargo @Citi Remember to take Trading Price vs. intrinsic value into consideration before we call JP Morgan the winner. 🙏🏽 $BAC $JPM $WFC $C"  
[X Link](https://x.com/NickeNumbers/status/1681299357725802496)  2023-07-18T13:46Z [---] followers, [---] engagements


"Nice quarter in a challenging housing environment for America's Largest home builder @DRHorton 👍🏽 $DHI"  
[X Link](https://x.com/NickeNumbers/status/1682018312903852032)  2023-07-20T13:23Z [---] followers, [--] engagements


"Great podcast. @Cloudflare gets a special mention from @wolfejosh as a champion🥇 quietly rising☝🏽 Long $NET"  
[X Link](https://x.com/NickeNumbers/status/1682368742041305088)  2023-07-21T12:35Z [---] followers, [--] engagements


"Love this visual from $NXPI slide deck. Macrotrends driving waves🌊 of Semi Growth including Rise of the Secure Edge"  
[X Link](https://x.com/NickeNumbers/status/1683581510392086530)  2023-07-24T20:54Z [---] followers, [---] engagements


"Always enjoy seeing this chart 🤩 Top [--] US Retailers in [----] source @eMarketer Mentions- $WMT $AMZN $COST $KR $HD $TGT more"  
[X Link](https://x.com/NickeNumbers/status/1684522203251892224)  2023-07-30T02:30Z [---] followers, [---] engagements


"Good visual from @onsemi with estimated CAGRs for the sub markets. 👍🏽 $ON"  
[X Link](https://x.com/NickeNumbers/status/1686010989966184448)  2023-08-04T01:17Z [---] followers, [---] engagements


"In my 8/1/23 newsletter below: Mentioned- $BAC $WFC $DHI Investing📘on Jim Simons @GZuckerman @kevin_scott 📽w @miramurati @OpenAI @GrantsPub 🎧 w Seth Klarman👍🏽& We know Jamie Dimon but who the hell is Brian Moynihan of @BankofAmerica"  
[X Link](https://x.com/NickeNumbers/status/1686376914351783937)  2023-08-01T16:44Z [---] followers, [--] engagements


"Excellent slide from @TXInstruments Avg [--] mnths from Semi Peak [--] Peak. so we are building toward a new future peak☝🏽 Mid [----]. 🤔 Thanks $TXN"  
[X Link](https://x.com/NickeNumbers/status/1686458039090429966)  2023-08-01T22:08Z [---] followers, [--] engagements


"The print looks good from @Cloudflare 👍🏽 Looking forward to the call📞. Visual of Revenue by Quarter. Long $NET"  
[X Link](https://x.com/NickeNumbers/status/1687199318703534080)  2023-08-03T20:30Z [---] followers, [---] engagements


"Here is another visual I like to track for companies like @Cloudflare Quarterly YoY Revenue Growth Rate trend. Mentions- $NET $FSLY $ZS $FTNT $AKAM"  
[X Link](https://x.com/NickeNumbers/status/1687206973660614656)  2023-08-03T21:01Z [---] followers, [---] engagements


"Wafer Fab Equipment Suppliers for Semis Revenue per employee visual. Mentions- $LRCX $AMAT $ASML $KLAC $COHU"  
[X Link](https://x.com/NickeNumbers/status/1688625445174915072)  2023-08-07T18:57Z [---] followers, [---] engagements


"Disney news and earnings calls have become a dumpster fire. Big talk promises and minimal results. 🎪🤡🎪 Meanwhile Costo. "We are going to buy great products and sell them to our members with a 2-3% markup." Period. Show is over. 🤩😍 $DIS vs. $COST"  
[X Link](https://x.com/NickeNumbers/status/1689981597359968256)  2023-08-11T12:46Z [---] followers, [---] engagements


"In my 8/15/23 newsletter below: Mentioned- $GRBK $SNOW $TXN That is a product not a company. - Shark Tank 🦈 🎧Slootman on @farnamstreet 🎧E141 @theallinpod 📽@rorysutherland & Semiconductor cycles"  
[X Link](https://x.com/NickeNumbers/status/1691538725170233345)  2023-08-15T19:53Z [---] followers, [---] engagements


"Strange to anyone else that Palo Alto Networks $PANW is releasing earnings on a Friday"  
[X Link](https://x.com/NickeNumbers/status/1691930322298880188)  2023-08-16T21:49Z [---] followers, [---] engagements


"Quarterly Revenue by Segment for @Applied4Tech Long $AMAT"  
[X Link](https://x.com/NickeNumbers/status/1692266750203630062)  2023-08-17T20:06Z [---] followers, [---] engagements


"Quarterly YoY Revenue Growth Rates Updated today with @PaloAltoNtwks earnings print 📰. Mentions- $CRWD $S $ZS $FTNT $PANW"  
[X Link](https://x.com/NickeNumbers/status/1692632683514585465)  2023-08-18T20:20Z [---] followers, [---] engagements


"Great @sketchplanator . Totally relate. 🤔 $SNOW $MDB"  
[X Link](https://x.com/NickeNumbers/status/1693257103375233203)  2023-08-20T13:42Z [---] followers, [---] engagements


"Market share of new homes built. $DHI $LEN $PHM $TOL $KBH"  
[X Link](https://x.com/NickeNumbers/status/1693593278405284214)  2023-08-21T11:57Z [---] followers, [---] engagements


"Large customers and increasing data sharing for @SnowflakeDB Long $SNOW"  
[X Link](https://x.com/NickeNumbers/status/1694448460294914308)  2023-08-23T20:36Z [---] followers, [---] engagements


"Qtrly Revenue for @SnowflakeDB & @MongoDB YoY Qtr Rev Growth for $SNOW $MDB @awscloud @Azure @googlecloud All these companies mentioned are great I am just looking at the ecosystem for context🤩 $SNOW $MDB $AMZN $MSFT $GOOG"  
[X Link](https://x.com/NickeNumbers/status/1694460029171065295)  2023-08-23T21:22Z [---] followers, [---] engagements


"Call me crazy but I love @splunk color palette for presentations. Numbers are good too but the 🎨 for $SPLK is 😍"  
[X Link](https://x.com/NickeNumbers/status/1694811196275196215)  2023-08-24T20:37Z [---] followers, [--] engagements


"CEO $PHM- "I saw an FHA graph that showed that 50% of current mortgage holders have a rate below 4%. I haven't seen ANY rate forecast that show the country getting back to 4% mortgages anytime soon. Likely that homes remain in short supply for the foreseeable future."🎤🫳🏽"  
[X Link](https://x.com/NickeNumbers/status/1696556839662506231)  2023-08-29T16:14Z [---] followers, [---] engagements


"Revenue by quarter for @CrowdStrike Long $CRWD"  
[X Link](https://x.com/NickeNumbers/status/1696979142242140278)  2023-08-30T20:12Z [---] followers, [---] engagements


"CEO @CrowdStrike pricing Charlotte AI- "it really is a virtual analyst SOC analyst . super expensive & hard to maintain. that takes [--] hrs of work & compress it into [--] mins. We think there's real value to that which is why we'll have pricing around it." Indeed💰 Long $CRWD"  
[X Link](https://x.com/NickeNumbers/status/1697236626840162723)  2023-08-31T13:15Z [---] followers, [---] engagements


"Revenue by quarter for @MongoDB 😀 $MDB"  
[X Link](https://x.com/NickeNumbers/status/1697341055413146103)  2023-08-31T20:10Z [---] followers, [--] engagements


"Quarterly YoY Revenue growth rates updated for @CrowdStrike and @SentinelOne earnings releases. Mentions- $CRWD $S $ZS $FTNT $PANW"  
[X Link](https://x.com/NickeNumbers/status/1697343506002419752)  2023-08-31T20:20Z [---] followers, [---] engagements


"Updated for @MongoDB earnings release. 39% YoY quarterly revenue. 👍🏽 Mentions- $SNOW $MDB @awscloud @Azure @googlecloud"  
[X Link](https://x.com/NickeNumbers/status/1697360120919863678)  2023-08-31T21:26Z [---] followers, [---] engagements


"Quarterly Revenue by Type and Region for @Broadcom APAC product revenue is huge. Anyone know why🤔 $AVGO"  
[X Link](https://x.com/NickeNumbers/status/1699772520910438474)  2023-09-07T13:12Z [---] followers, [--] engagements


"From the @Dell earnings call 📞 @JClarkeatDell COO: "Maybe the easiest measure to determine where we are with supply is - -demand is way ahead of supply -If you order a product today it's a 39-week lead time which would be delivered the last week of May 2024." 🤔 $DELL"  
[X Link](https://x.com/NickeNumbers/status/1699837307929649485)  2023-09-07T17:29Z [---] followers, [--] engagements


"It is not JUST growth . @Disney $DIS"  
[X Link](https://x.com/NickeNumbers/status/1700169388672856073)  2023-09-08T15:29Z [---] followers, [--] engagements


"In my 9/12/23 newsletter below: Mentioned- $AVGO $CRWD $TSM more Student Loan Pmts😬@BillAckman & @JuliaLaRoche 🎧 Future IPOs 🤦🏽 @SPomboy 📺"  
[X Link](https://x.com/NickeNumbers/status/1701605634729443736)  2023-09-12T14:36Z [---] followers, [--] engagements


"Top [--] US Home Builders [----] to [----] Great visual @FixrExperts Mentions- $DHI $LEN $NVR $PHM $TOL $KBH"  
[X Link](https://x.com/NickeNumbers/status/1701968415508877521)  2023-09-13T14:37Z [---] followers, [---] engagements


"@grajeevtvm @FixrExperts Yeah I really like your summation. Looks like size becomes a moat. Creates- Scale Economics Network Economics Cornered Resource and Process Power. 👍🏽 I like $GRBK $DHI $PHM"  
[X Link](https://x.com/anyuser/status/1702279798247104591)  2023-09-14T11:15Z [--] followers, [--] engagements


"Revenue Net Income and Home Deliveries by quarter for @Lennar "New orders increased 37% to [-----] homes; new orders dollar value increased 30% to $8.6 billion."👍🏽 $LEN"  
[X Link](https://x.com/NickeNumbers/status/1702424323259285896)  2023-09-14T20:49Z [---] followers, [---] engagements


"% time spent and % digital ad spend. Mentions $META $GOOG $DIS $SNAP @tiktok_us"  
[X Link](https://x.com/NickeNumbers/status/1702693909153915309)  2023-09-15T14:40Z [---] followers, [--] engagements


"US customers like legacy banks- @jpmorgan @BankofAmerica @Citi @WellsFargo Source @eMarketer Long $BAC 🤔 $JPM $C $WFC @SoFi"  
[X Link](https://x.com/NickeNumbers/status/1704481542788026594)  2023-09-20T13:04Z [---] followers, [---] engagements


"Cisco $CSCO to acquire Splunk $SPLK for $28B. 🤔"  
[X Link](https://x.com/NickeNumbers/status/1704836979303514559)  2023-09-21T12:36Z [---] followers, [---] engagements


"I still find this visual of Market Share of US Parcel Volume fascinating 😃 Long $AMZN Mentions- $FDX $UPS @USPS"  
[X Link](https://x.com/NickeNumbers/status/1704888608463687841)  2023-09-21T16:01Z [---] followers, [--] engagements


"In my 9/26/23 newsletter below: Mentioned- $AAPL $LEN $AMZN more Job's iPhone 📱 Security Analysis 7📕 @GrantsPub & Edelweiss on Luxury 💍👜 @Edelweiss_Cap"  
[X Link](https://x.com/NickeNumbers/status/1706666603377520915)  2023-09-26T13:46Z [---] followers, [---] engagements


"Pretty cool @Google Long $GOOG Introducing Extensions ✨ Bard via @YouTube"  
[X Link](https://x.com/NickeNumbers/status/1706720389718585480)  2023-09-26T17:20Z [---] followers, [--] engagements


"@eastdakota @hhhypergrowth ✊🏽Nerd Power. I love it. Long $NET"  
[X Link](https://x.com/NickeNumbers/status/1706723830641967604)  2023-09-26T17:34Z [---] followers, [--] engagements


"Execution at @Costco is marvelous. [--] Powers⚡by HH of $COST- Scale Network Switch Brand Process 👏🏽"  
[X Link](https://x.com/NickeNumbers/status/1706767907768713272)  2023-09-26T20:29Z [---] followers, [---] engagements


"Quarterly Revenue by Segment for @MicronTech Slow upward recovery [--] Powers⚡by HH of $MU- Yes- Scale Maybe- Network Switch Process No- Counter Brand Cornered"  
[X Link](https://x.com/NickeNumbers/status/1707130007439499533)  2023-09-27T20:28Z [---] followers, [---] engagements


"Global Semiconductor Foundry Market Share by quarter. Source @CounterPointTR Pretty stable _()_/ Mentions- $TSM @Samsung $UMC $GFS #SMIC"  
[X Link](https://x.com/NickeNumbers/status/1707382027811422495)  2023-09-28T13:09Z [---] followers, [---] engagements


"Execution at @CarMax happens regardless of the winds 🌬 [--] Powers⚡by HH of $KMX- Yes- Scale Network Brand Maybe- Counter Cornered No- Switch Process"  
[X Link](https://x.com/NickeNumbers/status/1707395169132097696)  2023-09-28T14:01Z [---] followers, [---] engagements


"Earnings Release @CarMax - We believe vehicle affordability challenges continued to impact our 2nd qtr unit sales performance as headwinds remained due to widespread inflationary pressures higher interest rates tightened lending standards & prolonged low consumer confidence"  
[X Link](https://x.com/NickeNumbers/status/1707395170893791334)  2023-09-28T14:01Z [---] followers, [--] engagements


"Great conversation @alighodsi from @databricks and @bhorowitz on LLMs meet Enterprise Market. Tks @a16z"  
[X Link](https://x.com/NickeNumbers/status/1707451476384047251)  2023-09-28T17:45Z [---] followers, [--] engagements


"Wow. @Meta is on some next level technology 🤯🤩 Long $META"  
[X Link](https://x.com/NickeNumbers/status/1708088207907160086)  2023-09-30T11:55Z [---] followers, [--] engagements


"US Treasury yield curve shape changing. Source @jpmorgan"  
[X Link](https://x.com/NickeNumbers/status/1709996123962679438)  2023-10-05T18:17Z [---] followers, [--] engagements


"In my 10/9/23 newsletter below: Mentioned- $MU $COST $KMX more Primary vs. Secondary (♻) Information Dangerous 🚨CFOs and other finance stories @Stories_Finance The Finger Snap Test🫰🏾"  
[X Link](https://x.com/NickeNumbers/status/1711404207343882676)  2023-10-09T15:32Z [---] followers, [---] engagements


"As of yesterday's 10-K Revenue by Category at @Costco is expanding. $COST [--] of 3"  
[X Link](https://x.com/NickeNumbers/status/1712486810461364438)  2023-10-12T15:14Z [---] followers, [---] engagements


"@Costco Revenue by Geography at @Costco is expanding. $COST [--] of 3"  
[X Link](https://x.com/NickeNumbers/status/1712487170815000893)  2023-10-12T15:15Z [---] followers, [--] engagements


"Cumulative change in customer deposits from Q3 [----] thru Q3 [----] for @jpmorgan @Citi @WellsFargo Will update for @BankofAmerica on Tuesday $JPM $BAC $C $WFC If you enjoy pls ❤and Repost. 🙏🏾"  
[X Link](https://x.com/NickeNumbers/status/1712811232451829795)  2023-10-13T12:43Z [---] followers, [---] engagements


"@LynAldenContact "If you double your debt level but cut your interest rate in half for example then your interest payments are unchanged. The United States benefited from that trend for forty years." ✊🏾👍🏾Indeed 🙏🏾"  
[X Link](https://x.com/NickeNumbers/status/1712937434772566356)  2023-10-13T21:04Z [---] followers, [---] engagements


"Deposits increased slightly at @BankofAmerica Mentions- $JPM $BAC $C $WFC"  
[X Link](https://x.com/NickeNumbers/status/1714269909910212775)  2023-10-17T13:19Z [---] followers, [---] engagements


"Comparison of the G-SIBs with new Q earnings. Mentions- $BAC $JPM $WFC $C If you enjoy pls❤and Repost"  
[X Link](https://x.com/NickeNumbers/status/1714280496895824348)  2023-10-17T14:01Z [---] followers, [---] engagements


"Prices are coming down for @Tesla 😀 From $TSLA earnings deck"  
[X Link](https://x.com/NickeNumbers/status/1715034530132684832)  2023-10-19T15:57Z [---] followers, [--] engagements


"Cumulative miles driven with FSD Beta for @Tesla The line/data is going exponential. Humans have significant problems imagining what this means & how this grows. A diff is quantity can be a diff in KIND. Think ChatGPT/Bard performance with a large enough dataset. $TSLA"  
[X Link](https://x.com/NickeNumbers/status/1715036390377795796)  2023-10-19T16:05Z [---] followers, [--] engagements


"- @Netflix will open new destinations where fans can immerse themselves in the worlds of their favorite TV shows shop for clothing eat themed food and maybe even try a Squid Game obstacle course 🤔 $NFLX via @luxury"  
[X Link](https://x.com/NickeNumbers/status/1715056850570252327)  2023-10-19T17:26Z [---] followers, [---] engagements


"Network show cancellation rate by @eMarketer Mention- $DIS $PARA $NFLX $AMZN $CMCSA"  
[X Link](https://x.com/NickeNumbers/status/1715346112242917524)  2023-10-20T12:35Z [---] followers, [---] engagements


"Average 🚂 length Class [--] Railroads. Diff caused by Geography & Customer pain points. Mentions- $UNP $CNI $CP $CSX $NSC $BRK Because CP merged with KCS assume train length 7972+6824 = [-----] 🤭 (At an accounting conference that joke would slay. 🤣)"  
[X Link](https://x.com/NickeNumbers/status/1716436737163960614)  2023-10-23T12:49Z [---] followers, [---] engagements


"Deal Alert- @SnowflakeDB to acquire @ponderdata no $$ details yet but have heard estimates between $500M and $1B. Ponder is a data science platform that enables data scientists to run Python code at scale in the cloud. Long $SNOW"  
[X Link](https://x.com/NickeNumbers/status/1716530023564279845)  2023-10-23T19:00Z [---] followers, [---] engagements


"Quarterly Revenue and Delivery trends for @PulteHomes 📘7 Powers⚡by Hamilton Helmer applied to $PHM- YES- Scale Cornered MAYBE- Brand NO- Network Counter Switch Process"  
[X Link](https://x.com/NickeNumbers/status/1716808476624551992)  2023-10-24T13:26Z [---] followers, [--] engagements


"Quarterly Revenue by Segment for @Google 📘7 Powers⚡by Hamilton Helmer applied to $GOOG- YES- Scale Network Switch Brand MAYBE- Cornered Process NO- Counter"  
[X Link](https://x.com/NickeNumbers/status/1716913519176872133)  2023-10-24T20:24Z [---] followers, [---] engagements


"Applied Materials @Applied4Tech recently hosted a Compound Semiconductor Forum in Taiwan. Interesting read. Long $AMAT"  
[X Link](https://x.com/NickeNumbers/status/1717166522836160675)  2023-10-25T13:09Z [---] followers, [--] engagements


"Total Revenue (in thousand $) per employee for @Meta @Google & @Microsoft META generates almost $2M per employee/yr in [----] followed by Alphabet and Microsoft $META $GOOG $MSFT If you enjoy pls❤and Repost"  
[X Link](https://x.com/NickeNumbers/status/1717536141073584428)  2023-10-26T13:38Z [---] followers, [---] engagements


"Good map from Vulcan Materials on large scale manufacturing projects in the Southeast. Source $VMC Mentions- $F $GM $TM $RIVN more If you enjoy pls❤and Repost"  
[X Link](https://x.com/NickeNumbers/status/1717572543832293831)  2023-10-26T16:03Z [---] followers, [---] engagements


"My Internet provider @VERIZON (AS701) implements BGP safely Check out to see if your ISP implements BGP in a safe way or if it leaves the Internet vulnerable to malicious route hijacks. via @Cloudflare Long $NET"  
[X Link](https://x.com/NickeNumbers/status/1717603409510166692)  2023-10-26T18:05Z [---] followers, [--] engagements


"Map of @amazon [--] delivery hub regions. Long $AMZN"  
[X Link](https://x.com/NickeNumbers/status/1717886680034635780)  2023-10-27T12:51Z [---] followers, [--] engagements


"Quarterly Revenue by Segment for QCT @Qualcomm 📘7 Powers⚡by Hamilton Helmer applied to $QCOM- YES- Scale Switch Brand MAYBE- Network Counter Process Cornered NO- 😐 If you enjoy pls❤and Repost"  
[X Link](https://x.com/NickeNumbers/status/1719811918636994685)  2023-11-01T20:21Z [---] followers, [---] engagements


"Revenue by Quarter for @Cloudflare 📘7 Powers⚡by Hamilton Helmer applied to $NET- YES- Scale Network Counter Switch MAYBE- Brand Cornered NO- Process If you enjoy pls❤and Repost"  
[X Link](https://x.com/NickeNumbers/status/1720175857367388234)  2023-11-02T20:27Z [---] followers, [---] engagements


"Lumber prices continue to decrease source @stlouisfed 🤔- $GRBK $DHI $PHM $LEN"  
[X Link](https://x.com/NickeNumbers/status/1720549014473490826)  2023-11-03T21:10Z [---] followers, [---] engagements


"Great visual from @NXP on growth of semi market by vertical to [----]. Information dense.✊🏾 $NXPI"  
[X Link](https://x.com/NickeNumbers/status/1721644233050738701)  2023-11-06T21:42Z [---] followers, [---] engagements


"Gross Bookings by Segment for @Uber 📘7 Powers⚡by Hamilton Helmer applied to $UBER- YES- Scale MAYBE- Network Counter Switch Brand Cornered Process NO- 😐 If you enjoy pls❤and Repost"  
[X Link](https://x.com/NickeNumbers/status/1721892246155591755)  2023-11-07T14:07Z [---] followers, [---] engagements


"Metrics by Quarter for @DRHorton 📘7 Powers⚡by Hamilton Helmer applied to $DHI- YES- Scale MAYBE- Brand Cornered Process NO- Network Counter Switch If you enjoy pls❤and Repost"  
[X Link](https://x.com/NickeNumbers/status/1721902865814598080)  2023-11-07T14:50Z [---] followers, [---] engagements


"Quarterly YoY Revenue Growth Rate trend for companies like @Cloudflare et al. (Is that acceleration from a couple 🧐) Mentions- $NET $FSLY $ZS $FTNT $AKAM"  
[X Link](https://x.com/NickeNumbers/status/1722005706738438604)  2023-11-07T21:38Z [---] followers, [---] engagements


"Shots fired by @Arm $INTC & $AMD 🔫 $ARM It is adorable when the scientists🧑🏾🔬 talk trash"  
[X Link](https://x.com/NickeNumbers/status/1722688642626228654)  2023-11-09T18:52Z [---] followers, [---] engagements


"Revenue up 35% MoM and 16% YoY at #TSMC $TSM results should be good for the rest of the Semis. 🤔- $NVDA $AMAT $LRCX $ASML"  
[X Link](https://x.com/NickeNumbers/status/1722989626598531535)  2023-11-10T14:48Z [---] followers, [----] engagements


"Quarter DAU by Region & Age for @Roblox Impressive to see how $RBLX continues to scale. This is also a proxy metric for @Meta and @MetaQuestVR . 🤔 $META $MSFT If you enjoy pls❤and Repost"  
[X Link](https://x.com/NickeNumbers/status/1724144055032942977)  2023-11-13T19:15Z [---] followers, [---] engagements


"The Journey to Frontier Supercomputer Go LIVE. Fascinating [--] min. 🤩✨ 🙏🏾 @ORNL Cray @AMD @HPE $AMD $HPE"  
[X Link](https://x.com/NickeNumbers/status/1724857427324014679)  2023-11-15T18:30Z [---] followers, [--] engagements


"Quarterly YoY Revenue Growth Rates Updated today with @PaloAltoNtwks earnings print 📰. Mentions- $CRWD $S $ZS $FTNT $PANW If you enjoy pls❤and Repost"  
[X Link](https://x.com/NickeNumbers/status/1724902249426817375)  2023-11-15T21:28Z [---] followers, [---] engagements


"Quarter Revenue by Segment for @Applied4Tech 📘7 Powers⚡by Hamilton Helmer applied to $AMAT- YES- Scale Network Switching Brand MAYBE- Cornered Process NO- Counter If you enjoy pls❤and Repost"  
[X Link](https://x.com/NickeNumbers/status/1725262915614191784)  2023-11-16T21:21Z [---] followers, [---] engagements


"@Applied4Tech Quarterly Revenue by Geography for @Applied4Tech Like the other semi equipment firms $AMAT revenue from China this Q is way up 44% of total. If you enjoy pls❤and Repost"  
[X Link](https://x.com/NickeNumbers/status/1725263931717877832)  2023-11-16T21:25Z [---] followers, [---] engagements


"Great interview @benthompson on @intel $INTC CEO Pat Gelsinger 11-9-2023 An Interview with Intel CEO Pat Gelsinger About Intels Progress Towards Process Leadership https://t.co/vSeJO6pdY0 11-9-2023 An Interview with Intel CEO Pat Gelsinger About Intels Progress Towards Process Leadership https://t.co/vSeJO6pdY0"  
[X Link](https://x.com/NickeNumbers/status/1725587741683945817)  2023-11-17T18:52Z [---] followers, [---] engagements


"In my 11/20/23 newsletter below: Mentioned- $MSFT $AAPL $AMAT Cloud more @sama selling for OpenAI is a 🎪 @drfeifei 🎧on @a16z 🔥 Big Data & Car Recycling 📘Sea of Rust🤖 by @Massawyrm My Investing Funnel 🎉"  
[X Link](https://x.com/NickeNumbers/status/1726612691341701137)  2023-11-20T14:45Z [---] followers, [---] engagements


"Qtrly Revenue Change & Operating Margin % for @HomeDepot vs. @Lowes With 60% more Revenue $HD has stable OM% and less volatile revenue than $LOW If you enjoy pls❤and Repost"  
[X Link](https://x.com/NickeNumbers/status/1726967706812072294)  2023-11-21T14:16Z [---] followers, [--] engagements


"Quarter Revenue by Segment for @Nvidia 📘7 Powers⚡by Hamilton Helmer applied to $NVDA- YES- Scale Network Switching Brand Cornered Process NO- Counter Conclusion= 💪🏾💪🏿💪💪🏼 If you enjoy pls❤and Repost"  
[X Link](https://x.com/NickeNumbers/status/1727078858875408604)  2023-11-21T21:37Z [---] followers, [---] engagements


"Global Monthly Smartphone Sell-Through returns to YoY growth after [--] years. Tks 🙏🏽@CounterPointTR 🤔- $TSM $AAPL $AMAT @SamsungMobile etc"  
[X Link](https://x.com/NickeNumbers/status/1728417785166836050)  2023-11-25T14:18Z [---] followers, [---] engagements


"@AnneKadet @katie_honan #3 is great but my fav is #7 😋"  
[X Link](https://x.com/NickeNumbers/status/1729187414030340375)  2023-11-27T17:16Z [---] followers, [--] engagements


"Quarter Revenue for @HP Is $HPQ also beginning to grow revenue🤔 If you enjoy pls❤and Repost"  
[X Link](https://x.com/NickeNumbers/status/1729241140509991311)  2023-11-27T20:49Z [---] followers, [--] engagements


"Kansas officials blame 5-week disruption of court system on sophisticated foreign cyberattack Seriously Fed/State/Local governments Contact🤙🏽- $CRWD $NET $ZS etc"  
[X Link](https://x.com/NickeNumbers/status/1729587367076368700)  2023-11-28T19:45Z [---] followers, [---] engagements


"Quarter Revenue for @CrowdStrike and they are scaling 📘7 Powers⚡by Hamilton Helmer applied to $CRWD- YES- Scale Network Switching Brand Process MAYBE- Counter NO- Cornered If you enjoy pls❤and Repost"  
[X Link](https://x.com/NickeNumbers/status/1729617280353358152)  2023-11-28T21:44Z [---] followers, [---] engagements


"Quarterly YoY Revenue growth rates updated for @CrowdStrike and @Zscaler earnings releases.🫡 Mentions- $CRWD $S $ZS $FTNT $PANW If you enjoy pls❤and Repost"  
[X Link](https://x.com/NickeNumbers/status/1729623308751011989)  2023-11-28T22:08Z [---] followers, [---] engagements


"2023 US Holiday Ecommerce Sales Visual. @amazon is like. 🚀 (Tks @eMarketer ) Mentions- $AMZN $WMT $AAPL $TGT $eBay $BBY If you enjoy pls❤and Repost"  
[X Link](https://x.com/NickeNumbers/status/1729866587572973640)  2023-11-29T14:15Z [---] followers, [---] engagements


"Scientific Computing '23 Special Address from @nvidia Just. ('0')/ Long $NVDA If you enjoy pls❤and Repost"  
[X Link](https://x.com/NickeNumbers/status/1729927883047502209)  2023-11-29T18:18Z [---] followers, [--] engagements


"Quarterly Revenue for @SnowflakeDB and they are scaling 📘7 Powers⚡by Hamilton Helmer applied to $SNOW- YES- Scale Network Switching Brand Process MAYBE- Counter Cornered If you enjoy pls❤and Repost"  
[X Link](https://x.com/NickeNumbers/status/1729974122199863501)  2023-11-29T21:22Z [---] followers, [---] engagements


"@SnowflakeDB The number of large customers is growing at @SnowflakeDB and they are more and more sharing data with each other. 28% are Data Sharing up from 18% two years ago. Long $SNOW"  
[X Link](https://x.com/NickeNumbers/status/1729977866027516059)  2023-11-29T21:37Z [---] followers, [---] engagements


"Qtrly Revenue for @SnowflakeDB & @MongoDB YoY Qtr Rev Growth for $SNOW $MDB @awscloud @Azure @googlecloud All these companies mentioned are great I am just looking at the ecosystem for context🤩 $SNOW $MDB $AMZN $MSFT $GOOG If you enjoy pls❤and Repost"  
[X Link](https://x.com/NickeNumbers/status/1730314821701145021)  2023-11-30T19:56Z [---] followers, [---] engagements


"Quarterly Revenue for @okta Would Okta be an interesting bolt-on🔩 acquisition for a larger player 🤔 I wonder if $OKTA is running out of steam _()_/"  
[X Link](https://x.com/NickeNumbers/status/1730347306619150623)  2023-11-30T22:05Z [---] followers, [---] engagements


"Quarterly Revenue by Segment for @MarvellTech Steady revenue for $MRVL If you enjoy pls❤and Repost"  
[X Link](https://x.com/NickeNumbers/status/1730616570177630541)  2023-12-01T15:55Z [---] followers, [--] engagements


"This whole episode is a must watch 🤔- $SNOW $MSFT $TSM $NVDA $GOOG @OpenAI"  
[X Link](https://x.com/NickeNumbers/status/1731014180352713071)  2023-12-02T18:15Z [---] followers, [---] engagements


"In my 12/4/23 newsletter below: Mentioned- $SNOW $NVDA $CRWD $GOOG Cloud more CRO @cwdegnan Selling at @SnowflakeDB 🔥 $MS James Gorman🎧Podcast 📘100 Baggers by @chriswmayer 👍🏽 A COO Lectured Me on the Importance of Sales😬"  
[X Link](https://x.com/NickeNumbers/status/1731692907701084278)  2023-12-04T15:12Z [---] followers, [---] engagements


"Inside An @Apple Lab That Makes Custom Chips For iPhone And Mac Source @ByrneHobart 🙏🏽 Uncommon interview with $AAPL chip team and @BernsteinRasgon 🫡 Mentions- $AAPL $TSM $QCOM"  
[X Link](https://x.com/NickeNumbers/status/1731735606764429649)  2023-12-04T18:01Z [---] followers, [---] engagements


"Quarterly YoY Revenue growth rates updated for @SentinelOne earnings release. Each of them has a different size revenue base & smaller should be growing faster.🤔 Mentions- $CRWD $S $ZS $FTNT $PANW If you enjoy pls❤and Repost"  
[X Link](https://x.com/NickeNumbers/status/1732148769271992503)  2023-12-05T21:23Z [---] followers, [---] engagements


"Quarterly Revenue for @MongoDB and they are scaling Operating CF starting to improve for $MDB If you enjoy pls❤and Repost"  
[X Link](https://x.com/NickeNumbers/status/1732151167713517932)  2023-12-05T21:33Z [---] followers, [---] engagements


"Metrics for @TollBrothers updated with today's earnings print 📰 $TOL has also reduced their share count by 5% in [--] year 🔥🤓 If you enjoy pls❤and Repost"  
[X Link](https://x.com/NickeNumbers/status/1732157922098991440)  2023-12-05T22:00Z [---] followers, [--] engagements


"US ABS Issuance from @SIFMA YTD statistics include: -Issuance (as of Nov) $254828 million -14.4% Y/Y -Trading (as of Nov) $1723 million ADV +2.4% Y/Y -Outstanding (as of 4Q21) $1585 billion +3% Y/Y 🤔- $UPST $AFRM If you enjoy pls❤and Repost"  
[X Link](https://x.com/NickeNumbers/status/1732767547777302758)  2023-12-07T14:22Z [---] followers, [---] engagements


"Quarterly Revenue for @Broadcom and just. WOW NI Margin☝🏽for $AVGO If you enjoy pls❤and Repost"  
[X Link](https://x.com/NickeNumbers/status/1732874673283649856)  2023-12-07T21:28Z [---] followers, [---] engagements


"Revenue for November [----] #TSMC $TSM trend pretty good for the rest of the Semis. 🤔- $NVDA $AMAT $LRCX $ASML If you enjoy pls❤and Repost"  
[X Link](https://x.com/NickeNumbers/status/1733217962968895903)  2023-12-08T20:12Z [---] followers, [---] engagements


"Quarter Revenue by Segment for @Oracle I don't know guys🤔 growth not exploding for $ORCL If you enjoy pls❤and Repost"  
[X Link](https://x.com/NickeNumbers/status/1734323135921484086)  2023-12-11T21:23Z [---] followers, [---] engagements


"This is an excellent report with a lot of signal 📶📡 Long $NET"  
[X Link](https://x.com/NickeNumbers/status/1734577646715961648)  2023-12-12T14:15Z [---] followers, [---] engagements


"Quarter Revenue for @Costco Execution at $COST is excellent. Plus a big fat special cash dividend 😋 If you enjoy pls❤and Repost"  
[X Link](https://x.com/NickeNumbers/status/1735412438395138365)  2023-12-14T21:32Z [---] followers, [---] engagements


"Quarter Key Metrics for @Lennar $LEN had a great Q4 and the setup for [----] looks tasty If you enjoy pls❤and Repost"  
[X Link](https://x.com/NickeNumbers/status/1735417413129195588)  2023-12-14T21:52Z [---] followers, [---] engagements


"With [--] yr high mortgage rates EPS growth slowed at most builders in [----] @DRHorton @Lennar @PulteHomes @tollbrothers @GreenBrickInc Rates are dropping and [----] might be a rocket 🚀 $GRBK $NVR $TOL $PHM $LEN $DHI If you enjoy pls❤and Repost"  
[X Link](https://x.com/NickeNumbers/status/1735426976708534707)  2023-12-14T22:30Z [---] followers, [---] engagements


"Quarterly Revenue by Type & Region for @Broadcom 10-Q is out📰 and I like to deconstruct the revenue for $AVGO If you enjoy pls❤and Repost"  
[X Link](https://x.com/NickeNumbers/status/1735678164393767342)  2023-12-15T15:08Z [---] followers, [--] engagements


"@Costco In the U.S. in the three days leading up to Thanksgiving🦃@Costco sold- 🎃2.9 million of our famous pumpkin pies 🍎1.3 million apple and pecan pies 🥧4 million pies TOTAL during the [--] days at $COST If you enjoy pls❤and Repost"  
[X Link](https://x.com/NickeNumbers/status/1735692600995123218)  2023-12-15T16:05Z [---] followers, [--] engagements


"In my 12/19/23 newsletter below: Mentioned- $PANW $COST $DHI $GRBK more Homebuilders 🏡 CEO $PANW 🎧Podcast Beckham ⚽📺 Jay Powell Biography🙏"  
[X Link](https://x.com/NickeNumbers/status/1737151167669350576)  2023-12-19T16:41Z [---] followers, [--] engagements


"@megaconfidence @Cloudflare I am excited she is joining $NET. Lets keep an eye on her around fire 🧐"  
[X Link](https://x.com/NickeNumbers/status/1738225738166489123)  2023-12-22T15:51Z [---] followers, [--] engagements


"Quarterly Revenue by Segment for @MicronTech Slow upward recovery for $MU If you enjoy pls❤and Repost"  
[X Link](https://x.com/NickeNumbers/status/1738226260080574972)  2023-12-22T15:53Z [---] followers, [--] engagements


"Quarterly Metrics for @CarMax With over [---] stores execution at $KMX is impressive. If you enjoy pls❤and Repost"  
[X Link](https://x.com/NickeNumbers/status/1738240589231960488)  2023-12-22T16:50Z [---] followers, [--] engagements


"Excellent interview🙏 Mentions- $BAC Housing Stocks Big Short investor @EismanSteven sees good market fundamentals predicts no aggressive cuts from Fed"  
[X Link](https://x.com/NickeNumbers/status/1742538348520976775)  2024-01-03T13:28Z [---] followers, [--] engagements


"Great interview/debate with @eastdakota and @HarryStebbings 🙏 Long $NET Youtube: https://t.co/1IuS0aPSXy Spotify: https://t.co/SVdjFhY206 Youtube: https://t.co/1IuS0aPSXy Spotify: https://t.co/SVdjFhY206"  
[X Link](https://x.com/NickeNumbers/status/1742670447634980885)  2024-01-03T22:13Z [---] followers, [---] engagements


"US ABS Issuance from @SIFMA YTD statistics include: -Issuance (as of Dec) $263202 million -13% Y/Y -Trading (as of Dec) $1730 million ADV +5.99% Y/Y 🤔- $UPST $AFRM $SOFI If you enjoy pls❤and Repost"  
[X Link](https://x.com/anyuser/status/1744709628036853908)  2024-01-09T13:16Z [--] followers, [---] engagements


"Revenue for December [----] #TSMC Next to [----] '23 was $TSM 2nd best year of all time. 🤔- $NVDA $AMAT $LRCX $ASML If you enjoy pls❤and Repost"  
[X Link](https://x.com/NickeNumbers/status/1745087521980059654)  2024-01-10T14:17Z [---] followers, [---] engagements


"Great conversation posted earlier today between @BillGates and @sama on @OpenAI Mentions $MSFT Episode 6: Sam Altman"  
[X Link](https://x.com/NickeNumbers/status/1745541392602976415)  2024-01-11T20:21Z [---] followers, [--] engagements


"Am always impressed with @BankofAmerica 's visuals.👏 $BAC 's visuals make the other banks looks like they are playing with crayons🖍 or rubbing sticks together. $JPM $WFC $C"  
[X Link](https://x.com/NickeNumbers/status/1745808127553863838)  2024-01-12T14:01Z [---] followers, [---] engagements


"@BankofAmerica I am looking through the other bank earnings presentations and all I can think about their visuals is ewww. get this stuff away from me. gross. Who selects the visual colors for $JPM I am worried for them. Please visit your eye doctor 👁👩⚕immediately"  
[X Link](https://x.com/NickeNumbers/status/1745814727739985988)  2024-01-12T14:27Z [---] followers, [--] engagements


"As of Q4 '23 deposits increased slightly for all the banks from a Q3 '19 starting point. Mentions- $JPM $BAC $C $WFC If you enjoy pls❤and Repost"  
[X Link](https://x.com/NickeNumbers/status/1745840765937360993)  2024-01-12T16:10Z [---] followers, [---] engagements


"BTW does @Citi produce their financial statements on a [----] typewriter and use a fax machine 📠 to send them to headquarters (I am asking for a friend.) The quality and layout is just. embarrassing. $C 😦"  
[X Link](https://x.com/NickeNumbers/status/1745842425946337665)  2024-01-12T16:17Z [---] followers, [--] engagements


"Comparison of the G-SIBs with new Q earnings. Mentions- $BAC $JPM $WFC $C I like @Citi 's Jane Fraser but $C metrics are just ugly. If you enjoy pls❤and Repost"  
[X Link](https://x.com/NickeNumbers/status/1745911319939694821)  2024-01-12T20:51Z [---] followers, [--] engagements


"In my 1/16/24 newsletter below: Mentioned- $BAC $JPM $MSFT $META more @kevin_scott On Dunbar's Number @pmarca 🎧w/ @RickRubin 📘 @StevenLevy 's Facebook: Inside Story Dave Chapelle🥋Master"  
[X Link](https://x.com/NickeNumbers/status/1747271959828975724)  2024-01-16T14:57Z [---] followers, [--] engagements


"Balance Sheet metrics for $TSM also improving"  
[X Link](https://x.com/NickeNumbers/status/1747980757845283018)  2024-01-18T13:54Z [---] followers, [--] engagements


"Revenue by Qtr for #TSMC with net profit margin. $TSM results trending in a positive direction for the rest of the Semis. 🤔- $NVDA $AMAT $LRCX $ASML If you enjoy pls❤and Repost"  
[X Link](https://x.com/NickeNumbers/status/1747983299677467005)  2024-01-18T14:04Z [---] followers, [---] engagements


"Hybrid work has put office building owners in a bind and could pose a risk to banks. Some of office buildings have become obsolete if not worthless. @60Minutes 🙏 🤔- $JPM $BAC $WFC $C should have a play book. Regional Banks 😖😬"  
[X Link](https://x.com/NickeNumbers/status/1748045628406390903)  2024-01-18T18:12Z [---] followers, [--] engagements


"I like the looks of that 😃 30yr and 15yr fix rates over time. zoo wee mama Thanks @stlouisfed 🤔- $GRBK $DHI $LEN $PHM"  
[X Link](https://x.com/NickeNumbers/status/1748440131504050565)  2024-01-19T20:19Z [---] followers, [---] engagements


"Metrics by Quarter for @DRHorton $DHI has a slight raise to full year [----] Revenue & Homes Sold If you enjoy pls❤and Repost"  
[X Link](https://x.com/NickeNumbers/status/1749785273578180946)  2024-01-23T13:24Z [---] followers, [---] engagements


"Lets go @Cloudflare ✊ 22.41% of the top million busiest sites and growing 🔼. Tks @Netcraft Long $NET"  
[X Link](https://x.com/NickeNumbers/status/1749794637005381684)  2024-01-23T14:02Z [---] followers, [---] engagements


"Quarterly EPS for @netflix Moving average EPS (dash line) is trending upwards. 🤔 $NFLX If you enjoy pls❤and Repost"  
[X Link](https://x.com/NickeNumbers/status/1749906543569486147)  2024-01-23T21:26Z [---] followers, [--] engagements


"Quarterly Revenue by Segment for @TXInstruments Another down Q for $TXN If you enjoy pls❤and Repost"  
[X Link](https://x.com/NickeNumbers/status/1749910267054465031)  2024-01-23T21:41Z [---] followers, [--] engagements


"Revenue by Qtr for @ASMLcompany with net profit margin. $ASML results trending in a positive direction for the rest of the Semis. 🤔- $NVDA $AMAT $LRCX $TSM If you enjoy pls❤and Repost"  
[X Link](https://x.com/NickeNumbers/status/1750155622794850638)  2024-01-24T13:56Z [---] followers, [---] engagements


"Revenue by calendar Quarter for Eagle Materials with net profit margin. $EXP results and execution 👏👍 If you enjoy pls❤and Repost"  
[X Link](https://x.com/NickeNumbers/status/1750633126601085411)  2024-01-25T21:33Z [---] followers, [--] engagements


"Quarterly Revenue & Debt for @intel Cheering for $INTC. but Still Ugly🧌. If you enjoy pls❤and Repost"  
[X Link](https://x.com/NickeNumbers/status/1750635954853798108)  2024-01-25T21:45Z [---] followers, [---] engagements


"@intel Does @intel have to raise capital in [----] to continue its efforts More Equity or Debt for $INTC _()_/"  
[X Link](https://x.com/NickeNumbers/status/1750638473847935194)  2024-01-25T21:55Z [---] followers, [---] engagements


"Whats Driving the Need for Innovation in ICAPS from @Applied4Tech Long $AMAT"  
[X Link](https://x.com/NickeNumbers/status/1752017137340748037)  2024-01-29T17:13Z [---] followers, [--] engagements


"Quarterly Revenue and Delivery trends for @PulteHomes $PHM trends looking good. If you enjoy pls❤and Repost"  
[X Link](https://x.com/NickeNumbers/status/1752337869501325356)  2024-01-30T14:27Z [---] followers, [--] engagements


"In my 1/30/24 newsletter below: Mentioned- $DIS $TSM $TXN $ASML $LRCX $INTC more Thoughts on @Disney future CEO Quartz 😃🤯 Geithner's Stress Test 📘 Hired Gun 🧑🎤🤘👨🏿🎤"  
[X Link](https://x.com/NickeNumbers/status/1752349049204724111)  2024-01-30T15:12Z [---] followers, [--] engagements


"The whispered future @Disney CEO candidates. suck.😖 Here is my all star💫 slate for $DIS to consider: -@sherylsandberg age [--] -Ruth Porat @Google age [--] -@bgurley age [--] -@reidhoffman age [--] Read my thoughts here-"  
[X Link](https://x.com/NickeNumbers/status/1752351400007283199)  2024-01-30T15:21Z [---] followers, [--] engagements


"Quarterly Revenue by Segment and Net Income Margin for @Microsoft $MSFT is scaling 👆🏿 If you enjoy pls❤and Repost"  
[X Link](https://x.com/NickeNumbers/status/1752444667554074978)  2024-01-30T21:32Z [---] followers, [---] engagements


"Excellent $ASML ASML just made them most badass AI generated ad using Midjourney and Runway [----] Midjourney prompts that yielded [----] images Then processed by RunwayAI with total film covering [-----] frames at [----] MB per frame The trickiest scene was with Issac Newton Via @lithos_graphein https://t.co/MiOrcsCfPd ASML just made them most badass AI generated ad using Midjourney and Runway [----] Midjourney prompts that yielded [----] images Then processed by RunwayAI with total film covering [-----] frames at [----] MB per frame The trickiest scene was with Issac Newton Via @lithos_graphein"  
[X Link](https://x.com/NickeNumbers/status/1752449329858523549)  2024-01-30T21:50Z [---] followers, [--] engagements


"Here we go 😬 $NYCB"  
[X Link](https://x.com/NickeNumbers/status/1752801257738154480)  2024-01-31T21:09Z [---] followers, [---] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing