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# ![@R_and_Invest Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1942391883537461248.png) @R_and_Invest Research & Invest

The tech industry is experiencing significant developments, particularly in the semiconductor sector, with companies like $AMD, $NVDA, and $ASML reporting strong results and guidance. The AI chip market is also gaining attention, with $TSLA's potential entry into the space sparking interest and debate. Meanwhile, tech giants like $AAPL, $GOOG, and $MSFT are navigating various challenges and opportunities in areas like advertising, e-commerce, and artificial intelligence.

### Engagements: XXXXX [#](/creator/twitter::1942391883537461248/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1942391883537461248/c:line/m:interactions.svg)

- X Week XXXXXX -XX%
- X Month XXXXXXX +73%

### Mentions: XX [#](/creator/twitter::1942391883537461248/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1942391883537461248/c:line/m:posts_active.svg)

- X Week XX -XX%
- X Month XXX +103%

### Followers: XXXXX [#](/creator/twitter::1942391883537461248/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1942391883537461248/c:line/m:followers.svg)

- X Week XXXXX +55%
- X Month XXXXX +99%

### CreatorRank: XXXXXXX [#](/creator/twitter::1942391883537461248/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1942391883537461248/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% [cryptocurrencies](/list/cryptocurrencies)  XXXXX% [countries](/list/countries)  XXXX% [currencies](/list/currencies)  XXXX% [products](/list/products)  XXXX% [social networks](/list/social-networks)  XXXX% [automotive brands](/list/automotive-brands)  XXXX% [celebrities](/list/celebrities)  XXXX%

**Social topic influence**
[ai](/topic/ai) 9.86%, [$nvda](/topic/$nvda) #725, [if you](/topic/if-you) 8.45%, [$googl](/topic/$googl) #3064, [$zm](/topic/$zm) #11, [$amd](/topic/$amd) #291, [$orcl](/topic/$orcl) #176, [$msft](/topic/$msft) #44, [ceo](/topic/ceo) #2568, [$800m](/topic/$800m) XXXX%

**Top accounts mentioned or mentioned by**
[@logicalthesis](/creator/undefined) [@wisemancap](/creator/undefined) [@subutrade](/creator/undefined) [@gavinsbaker](/creator/undefined) [@retail22](/creator/undefined) [@bonomars88](/creator/undefined) [@ericsyuan](/creator/undefined) [@puneetthakkar](/creator/undefined) [@mountainpeak88](/creator/undefined) [@thewhiteboxai](/creator/undefined) [@rded](/creator/undefined) [@coreweave](/creator/undefined) [@mining4answers](/creator/undefined) [@mellowrklion](/creator/undefined) [@holysmokas](/creator/undefined) [@krispatel99](/creator/undefined) [@sundarpichai](/creator/undefined) [@mayhem4markets](/creator/undefined) [@danieltniles](/creator/undefined) [@saylor](/creator/undefined)

**Top assets mentioned**
[NVIDIA Corp. (NVDA)](/topic/$nvda) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Zoom Video Communications Inc (ZM)](/topic/$zm) [Advanced Micro Devices (AMD)](/topic/$amd) [Oracle Corporation (ORCL)](/topic/$orcl) [Microsoft Corp. (MSFT)](/topic/$msft) [SPDR S&P XXX ETF Trust (SPY)](/topic/$spy) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Micron Technology, Inc. (MU)](/topic/$mu) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Zscaler Inc (ZS)](/topic/$zs) [Metadium (META)](/topic/$meta) [Strategy (MSTR)](/topic/$mstr) [Snowflake, Inc. (SNOW)](/topic/$snow) [CoreWeave, Inc. (CRWV)](/topic/$crwv) [Alibaba Group (BABA)](/topic/$baba) [Critical Metals Corp. Ordinary Shares (CRML)](/topic/$crml) [Applied Materials, Inc. (AMAT)](/topic/$amat) [KLA Corp (KLAC)](/topic/$klac) [Lam Research Corporation (LRCX)](/topic/$lrcx) [Ares Protocol (ARES)](/topic/$ares) [Bank of America (BAC)](/topic/bank-of-america) [Intel Corporation (INTC)](/topic/$intc) [United Microelectronic Corp. (UMC)](/topic/$umc) [Orochi Network (ON)](/topic/$on) [QUALCOMM, Inc. (QCOM)](/topic/$qcom) [Spacemesh (SMH)](/topic/$smh) [GlobalFoundries, Inc. (GFS)](/topic/$gfs) [Texas Instruments (TXN)](/topic/$txn) [Aditus (ADI)](/topic/$adi) [Microchip Technology Inc. (MCHP)](/topic/$mchp) [Streamity (STM)](/topic/$stm) [Marvell Technology Inc (MRVL)](/topic/$mrvl) [NXP Semiconductors NV (NXPI)](/topic/$nxpi) [Skyworks Solutions Inc (SWKS)](/topic/$swks) [Axcelis Technologies Inc (ACLS)](/topic/$acls) [MKS Instruments Inc (MKSI)](/topic/$mksi) [GLOBUS MEDICAL INC (GMED)](/topic/$gmed) [Credo Technology Group Holding Ltd Ordinary Shares (CRDO)](/topic/$crdo) [Arista Networks Inc (ANET)](/topic/$anet) [Astera Labs, Inc. Common Stock (ALAB)](/topic/$alab) [Biohaven Pharmaceutical Holding Company Ltd. (BHVN)](/topic/$bhvn) [HUBSPOT, INC. (HUBS)](/topic/$hubs) [Cream (CRM)](/topic/$crm) [Crowdstrike Holdings Inc (CRWD)](/topic/$crwd)
### Top Social Posts
Top posts by engagements in the last XX hours

"Semicaps $ASML $AMAT $KLAC $LRCX could have a monster X years. Listening to KLAC at UBS. Wow the incremental op margin is 62%"  
[X Link](https://x.com/R_and_Invest/status/1996274587567620200)  2025-12-03T17:45Z 1963 followers, XXX engagements


"@LogicalThesis You should look in to this $CBLL too. 42M shares O/S $800M mcap $650M EV Revs $90M to $150M in a couple of years at XX% GM"  
[X Link](https://x.com/R_and_Invest/status/1996691796454428705)  2025-12-04T21:23Z 2077 followers, XXX engagements


"No one I know owns $ARES. With AUM going to $1T $Spy addition and eventually $8-10 in EPS can see this thing get bought up to $190-200"  
[X Link](https://x.com/R_and_Invest/status/1998160060174979340)  2025-12-08T22:37Z 2188 followers, XXX engagements


"Just thinking out loud this is very good from BOA. From 2026-27 Crypto might see a ton of supply come in. #BTC might move sideways. Probably a good time"  
[X Link](https://x.com/R_and_Invest/status/1998411757375873393)  2025-12-09T15:17Z 2184 followers, XXX engagements


"#Semiconductors Comp Sheet Forward P/E Logic Fabs $TSM 23x $005930.KR Samsung 13x $INTC 65x $GFS 18x $981:HK SMIC 76x $UMC 13x Memory $MU 11x SKH $000660:KS 9x Analog RFs $TXN 28x $ADI 26x $IFNNY 19x $MCHP 24x $STM 17x $ON 17x Fabless $NVDA 30x $AVGO 38x $QCOM 16x $AMD 40x $MRVL 26x $NXPI 16x $SWKS 17x"  
[X Link](https://x.com/R_and_Invest/status/1982844491611639868)  2025-10-27T16:19Z 1724 followers, XXX engagements


"It's crazy that $ACLS has seen zero systems revenues from NAND in the last XX quarters in a row. And Dram is sluggish. Either they are losing share / all legacy shipments to China or NAND guys are about to go on a massive buying spree"  
[X Link](https://x.com/R_and_Invest/status/1986872667274871108)  2025-11-07T19:05Z 1724 followers, XXX engagements


"As I am updating some models I am noticing the ones where mang has de-levered/paid down debt as long as biz is holding up/beating guidance and sell-side # s - these stocks are crushing alpha. $GMED $MKSI"  
[X Link](https://x.com/R_and_Invest/status/1987628222562058537)  2025-11-09T21:07Z 1711 followers, 6082 engagements


"Damn if annual maintenance capex on a $2b spend is $200M annually that would crush ROI for a lot of DCs and with that logic $Nvda $Amd $Tsm $Anet $Crdo $Alab $MU $Skhynix all under trouble. I cant think of why $200M is needed Copper/GPUs/Memory and Networking equipment all last long time. Anyone running data center like @CoreWeave guys or those that have done GLG checks should help us break down this $200M in detailed analysis how much is labor/Equipment/parts needed. This sounds a high % revenues"  
[X Link](https://x.com/R_and_Invest/status/1987668543631135108)  2025-11-09T23:48Z 1725 followers, 13.7K engagements


"$BHVN Pipeline. @mellowrk_lion do these numbers look ok Even ex-obesity where they have a different approach this co trades $1B mcap now that offering is out of the way. No wonder people get shocked at Biotech. We haven't done any work on inflammation or oncology yet"  
[X Link](https://x.com/R_and_Invest/status/1989793376729014470)  2025-11-15T20:31Z 1724 followers, 2500 engagements


"$ZM trades at FCF to EV yield of 12.5%. It does NOT matter if they beat the street or not. No one cares about it until they get taken out by $CRM or $HUBS or $ORCL. Instantly accretive even XX% higher"  
[X Link](https://x.com/R_and_Invest/status/1993065839579611448)  2025-11-24T21:15Z 1724 followers, XXX engagements


"For some of you who are thinking $ZS is down due to Billings let me explain- mang is focused on growing ARR RPO but if you want to know Billings grew XX% YoY to $672M. Typically ZS starts 1Q Billings below revs - less renewals then 2Q and 4Q renewals / expansion kicks in"  
[X Link](https://x.com/R_and_Invest/status/1993568525982875770)  2025-11-26T06:32Z 1724 followers, 1417 engagements


"If I were you I would listen to the $Meta call on why they saw acceleration in Ad spend or $Msft Azure biz saw acceleration or $Zm or look at the number of hiring after AI. For eg. GCP Google cloud salaries increased by $3B as per 10-K in 2024 but biz went up $15B or so. Google services (which included Google search/Gemini) saw a MUCH higher incremental margin. Yes these cos might be Enron/doing accounting fraud but until proven guilty it makes no sense to not read actual high dollar profit generators in Top XXX companies and what they are saying about AI in their earnings and just assume"  
[X Link](https://x.com/R_and_Invest/status/1994884598258700525)  2025-11-29T21:42Z 1724 followers, 1049 engagements


"$MSTR Dont be fooled. This carnage is not just done by #BTC. This is due to preferred dividends coming due December XX then March XX June XX and Sep XX. Apart from the biggest piece of preferreds $STRC - payable monthly"  
[X Link](https://x.com/R_and_Invest/status/1995517691873087644)  2025-12-01T15:37Z 1853 followers, XXX engagements


"#SaaS Earnings expected tonight: Rev/EBITDA/EPS expectations: ThisQ/NextQ $CRWD: $1.2B/ $323M/ $XXXX $1.3B/ $374M/ $XXXX $OKTA: $730M/ $182M/ $XXXX $737M/ $207M/ $0.84"  
[X Link](https://x.com/R_and_Invest/status/1995963242573889937)  2025-12-02T21:08Z 1721 followers, 1349 engagements


"@LogicalThesis I got lucky double on $mdb position. Secular growth in data & protection would be tough to stop. Listening to George Kurtz just tells me there is going to be massive demand for Zero Trust Security long term. So rotating slowly into $Zs $Panw (and $Snow)"  
[X Link](https://x.com/R_and_Invest/status/1995984412253847802)  2025-12-02T22:32Z 1726 followers, XXX engagements


"Growing up almost all growth PMs used to love these industrial companies: $TDG $HEI $Hon $ROK Aero $FAST parts retailer $LECO Welding $RS Steel $UNP all Railroads $ODFL $XPO LTL / Trucking $CPRT $RBA Salvage vehicles $MLM $VMC $SUM Aggregrates $SHW Paints $FCX $SCCO Copper mining $BALL $CCK Aluminum packaging Most of them have done fine/well. But ODFL and CPRT wth happened"  
[X Link](https://x.com/R_and_Invest/status/1996246554932576707)  2025-12-03T15:54Z 1724 followers, XXX engagements


"$Cost posts X mins call on every monthly sales. This November report call transcript: As reported in our release net sales for the month came in at XXXXX billion an increase of XXX percent from XXXXX billion last year. Reported comparable sales for the month were as follows: U.S.: XXX percent Canada: XXX percent Other International: XXXX percent Total Company: XXX percent Digitally Enabled: XXXX percent Comparable sales for the month excluding the impacts from changes in gasoline prices and foreign exchange were as follows: U.S.: XXX percent Canada: XXX percent Other International: 8.0"  
[X Link](https://x.com/R_and_Invest/status/1996401292500205680)  2025-12-04T02:08Z 1722 followers, 1195 engagements


"The $Meta short pods blowing up. Now as they blow up - who else they got to cover $CRWV $ORCL $OKLO $RGTI. If you are SS know - 100s of funds shorted $META. All thought it was a funding short. MOST will shut down. Dont worry pay for substack for negative nellies"  
[X Link](https://x.com/R_and_Invest/status/1996607964413919264)  2025-12-04T15:50Z 1722 followers, XXX engagements


"I dont think people realize how horribly underprepared is America in Rare Earth Metals. $MP Literally a mouse compared to Chinas mammoth 🦣 supply chain. Talk to any Aerospace & Defense CEO. US govt is too late. And may be not able to save Taiwan but at least can defend Hawaii & California. Any American or twitterati has any issue with US govt spending anything less than $50B in REE should be sent to prison and never allowed to ever meet their families. Its better that way than anyone of us living under a communist regime and getting punished for low social score like Xinjiang Uygur region in"  
[X Link](https://x.com/R_and_Invest/status/1996701056370405867)  2025-12-04T22:00Z 1717 followers, XXX engagements


"I was just thinking about supply is same but demand might be under pressure. $Mstr issued $billions in preferred and has already bought #BTC at the top of this cycle. Now they have to pay $750M in dividends PER year and that is just dumb and demand for BTC to the tune of $1B goes away. Meanwhile better 2nm chips coming to mine = more supply coming"  
[X Link](https://x.com/R_and_Invest/status/1997379416004124805)  2025-12-06T18:55Z 1902 followers, XX engagements


"@BonoMars88 @ShopeeID @Garena @NotebookLM It already is dominant. And someone who has defeated $BABA TikTok Tokopedia to be #1 its going to hard to stop them. Recent floods and other issues have artificially depressed the economy/stock. But $SE $MELI are a MUST own for most real institutional portfolios IMO"  
[X Link](https://x.com/R_and_Invest/status/1997521331957678439)  2025-12-07T04:19Z 2125 followers, XXX engagements


"$ZM earnings recap"  
[X Link](https://x.com/R_and_Invest/status/1997542571342746058)  2025-12-07T05:43Z 1724 followers, 1380 engagements


"@Mr_Derivatives Isnt $FIG better cheaper higher growth"  
[X Link](https://x.com/R_and_Invest/status/1997714292033106051)  2025-12-07T17:06Z 1831 followers, 1462 engagements


"$60/sh for Optimus. LOL. Musk is like is this guy missing a zero"  
[X Link](https://x.com/R_and_Invest/status/1997998990642880912)  2025-12-08T11:57Z 1727 followers, XXX engagements


"@KristinaParts @cnbc I am sorry this is wrong that $NVDA wont sell into China. China and Xi can say whatever in Media but $BABA and DeepSeek will figure out a way to get some $NVDA Chips. This is such a competitive race and there is no need to handcuff your best LLM when the TAM for these LLMs are essentially a technology with the potential to automate or augment significant portions of human cognitive labor thereby transforming entire industries and the global economy. The TAM here is going to go from $30B to $500B in X years. Some guys are predicting $X trillion by 2030. Either way we are"  
[X Link](https://x.com/R_and_Invest/status/1998099240795644177)  2025-12-08T18:35Z 1939 followers, XXX engagements


"If you guys are done dunking on how expensive is $Googl please take XX mins of your time to listen to $Zm Q&A. @ericsyuan is extremely excited about his biz and help of AI to make engineering efficiency better+faster product cycles/releases+AI Avatars - the first I have seen ANY CEO to use on their public co earnings call + future of Zoom reminds him of early days of Zoom - and you know what happened to growth few years later Zoom is executing in a bad neighborhood for a very long time but now their growth is accelerating from X to 4.5%-5% with 20%+ FCF growth. Next year FY Jan XX if they do"  
[X Link](https://x.com/R_and_Invest/status/1993214890203660306)  2025-11-25T07:07Z 2153 followers, 2246 engagements


"$ZM earnings summarized for you. As I mentioned last night go back and listen to @ericsyuan Not saying it was perfect but a decent execution where everyone in sell-side missed an upgrade for a co that trades at XX% FCF Yield to EV and STILL GROWING FCF DD%"  
[X Link](https://x.com/R_and_Invest/status/1993351544142807350)  2025-11-25T16:10Z 2153 followers, 2347 engagements


"At $XX everyone was on $Gtlb t get acquired bandwagon. Now under $XX dont hear from any bulls. Craaazy"  
[X Link](https://x.com/R_and_Invest/status/1995970539425530135)  2025-12-02T21:37Z 1972 followers, 1309 engagements


"$CRML thesis in one page"  
[X Link](https://x.com/R_and_Invest/status/1997498075863187656)  2025-12-07T02:47Z 2187 followers, 2456 engagements


"If you want to learn really quick on $CRML. This is a no revenue co but has massive REE deposit especially the critical for Europeans (and the west). If Denmark/EU was smart they would fund it to accelerate the mining (before Saudis get in)"  
[X Link](https://x.com/R_and_Invest/status/1997501886233276493)  2025-12-07T03:02Z 2188 followers, 2858 engagements


"@GavinSBaker Haa. On all your investments I was least bullish on SpaceX. But if this 6x more solar/no cooling/laser connectivity really pan out @SpaceX free cash flow might just go vertical. @elonmusk might already be a trillionaire Haa"  
[X Link](https://x.com/R_and_Invest/status/1998491419443605805)  2025-12-09T20:34Z 2187 followers, XXX engagements


"Couldnt upload it properly on X. Here's the AI video summary. The AI videos are just a little comical though. $NVDA GB300 and $GOOGL TPU. Not sure if Gavin actually really meant this. With some TPU engineers exiting may be Google does have to pull up its sleeves. But not going to give up on Google yet. They are really the BEST right now. Hands down"  
[X Link](https://x.com/R_and_Invest/status/1998495217138413940)  2025-12-09T20:49Z 2190 followers, 1105 engagements


"For those who trusted fundamentals vs. technicals if you remember from the other account we were very off on $ALB near term but we all knew this was not going under. @Puneet_Thakkar_ not sure if you held but great outperformance to $SPY. I feel given the power needed for AI and this crazy rise in our California utility bills the next one that market is too worried about/tax loss sell off is $ENPH. The CEO / management do these massive X hour calls and give you so much detail that even Gemini X is like dude we dont have that much TPU to burn. But regardless of some noise this stock has dropped"  
[X Link](https://x.com/R_and_Invest/status/1996973514516320679)  2025-12-05T16:02Z 2016 followers, XXX engagements


"OpenAI ecosystem & part of why stonks declined in Nov. $NVDA $AMD $ORCL $MSFT $AVGO $CRWV The market is worried about circular investments into OpenAI which has $ trillion in commitments & vendors are raising debt to build infrastructure to support OpenAI"  
[X Link](https://x.com/R_and_Invest/status/1997758556238668118)  2025-12-07T20:02Z 2157 followers, 1259 engagements


"@Puneet_Thakkar_ @AIStockSavvy I am waiting for the final flush in $enph. Right now starter to monitor"  
[X Link](https://x.com/R_and_Invest/status/1998370778396700698)  2025-12-09T12:34Z 2117 followers, XX engagements


"No need for liquid cooling just open the window ehh. $MSFT $NVDA. Never thought of it but I guess Canadian Land can be the biggest DC play ever"  
[X Link](https://x.com/R_and_Invest/status/1998411381306179927)  2025-12-09T15:16Z 2186 followers, XXX engagements


"Didnt $App trialed $W Wayfair. You want to see what they did to the stock"  
[X Link](https://x.com/R_and_Invest/status/1998535221675962563)  2025-12-09T23:28Z 2187 followers, XXX engagements