[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.] #  @R_and_Invest Research & Invest Research & Invest posts on X about $se, china, $amd, $500b the most. They currently have XXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::1942391883537461248/interactions)  - X Week XXXXXX +323% - X Month XXXXXX -XX% ### Mentions: XX [#](/creator/twitter::1942391883537461248/posts_active)  - X Week XX +123% - X Month XX -XX% ### Followers: XXX [#](/creator/twitter::1942391883537461248/followers)  - X Week XXX +2.70% - X Month XXX +11% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1942391883537461248/influencer_rank)  ### Social Influence [#](/creator/twitter::1942391883537461248/influence) --- **Social category influence** [finance](/list/finance) XXXXX% [stocks](/list/stocks) XXXXX% [technology brands](/list/technology-brands) XXXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [countries](/list/countries) XXXX% [automotive brands](/list/automotive-brands) XXXX% [social networks](/list/social-networks) XXXX% [luxury brands](/list/luxury-brands) XXXX% [travel destinations](/list/travel-destinations) XXXX% **Social topic influence** [$se](/topic/$se) #35, [china](/topic/china) 5.13%, [$amd](/topic/$amd) #439, [$500b](/topic/$500b) 2.56%, [tiktok](/topic/tiktok) 2.56%, [countries](/topic/countries) 2.56%, [$baba](/topic/$baba) 2.56%, [gaming](/topic/gaming) 2.56%, [freefire](/topic/freefire) 2.56%, [biz](/topic/biz) XXXX% **Top accounts mentioned or mentioned by** [@shirereeve2](/creator/undefined) [@grok](/creator/undefined) [@avibarbour](/creator/undefined) [@nalap20](/creator/undefined) [@brianjfleury](/creator/undefined) [@pland_real](/creator/undefined) [@kaladeedee](/creator/undefined) [@djxfloat](/creator/undefined) [@antoniodicembr1](/creator/undefined) [@finkd](/creator/undefined) [@specialsitsnews](/creator/undefined) [@communitynotes](/creator/undefined) [@3uca1yptus_](/creator/undefined) [@tmresearch2025](/creator/undefined) [@wyanerichd](/creator/undefined) [@tuatharuadh](/creator/undefined) [@juanisaac0921](/creator/undefined) [@murphymorrigan](/creator/undefined) [@usfda](/creator/undefined) [@robertkennedyjr](/creator/undefined) **Top assets mentioned** [Sea Limited (SE)](/topic/$se) [Advanced Micro Devices (AMD)](/topic/$amd) [Alibaba Group (BABA)](/topic/$baba) [Bitdeer Technologies Group (BTDR)](/topic/$btdr) [Spacemesh (SMH)](/topic/$smh) [Ferrari N.V. (RACE)](/topic/$race) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Lam Research Corporation (LRCX)](/topic/$lrcx) [Applied Materials, Inc. (AMAT)](/topic/$amat) [KLA Corp (KLAC)](/topic/kla-corp) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Tesla, Inc. (TSLA)](/topic/$tsla) [Freeport-McMoRan Inc (FCX)](/topic/$fcx) [Critical Metals Corp. Ordinary Shares (CRML)](/topic/$crml) [Cameco Corporation (CCJ)](/topic/$ccj) [Netflix Inc (NFLX)](/topic/$nflx) [Roblox, Corp. (RBLX)](/topic/$rblx) ### Top Social Posts [#](/creator/twitter::1942391883537461248/posts) --- Top posts by engagements in the last XX hours "@GavinSBaker AI is hallucinating. Fiscal spending has gone up by $500B yes with a B. Tariff revenue is trying to cut down on some of this. Fiscal deficit is NOT below 5%. Please do not use AI. Even AI cant tell you the king is naked" [X Link](https://x.com/R_and_Invest/status/1979999942677823909) [@R_and_Invest](/creator/x/R_and_Invest) 2025-10-19T19:55Z XXX followers, 3166 engagements "$SE CEO doesnt give much interviews. So you can watch on here: As I mentioned numerous times in 2023 $SE has faced competition numerous times in past 10-15 yrs & survived. They crushed TikTok $Baba Gaming: Freefire is the world's largest mobile game by daily active users with over XXX million people playing every day across more than XXX countries. Li views Freefire not just as a product but as an "evergreen platform" and a large aggregator of traffic where new content and gameplay can continually be added. E-commerce: crushed competition. Added Live Streaming (learnt from competition)" [X Link](https://x.com/R_and_Invest/status/1978373285651058812) [@R_and_Invest](/creator/x/R_and_Invest) 2025-10-15T08:12Z XXX followers, 5445 engagements "@GabGrowth Looks like $Se might have said something about margin on the road @CaptainYannich also few weeks ago previews came out & people were saying Sept YoY growth was slower than Aug or July. Its silly" [X Link](https://x.com/R_and_Invest/status/1978649395525529788) [@R_and_Invest](/creator/x/R_and_Invest) 2025-10-16T02:29Z XXX followers, XXX engagements "This is so god damn dumb. $7T expenses is not the way to run a country with $27T GDP. Thats XX% of GDP. Normal is 18-19% IF you have revenues of at least XX% of GDP. This is SO dumb to look at it monthly. SO DUMB. Cut $1T in costs ASAP. Stop licking backside of people" [X Link](https://x.com/R_and_Invest/status/1978942149623242915) [@R_and_Invest](/creator/x/R_and_Invest) 2025-10-16T21:52Z XXX followers, XXX engagements "@CommunityNotes @grok this is wrong information. I know Grok hallucinates but god darn this is off by $250B-$300B" [X Link](https://x.com/R_and_Invest/status/1980000382517698745) [@R_and_Invest](/creator/x/R_and_Invest) 2025-10-19T19:57Z XXX followers, XXX engagements "I was really not impressed with $Btdr at #Semiconwest they are losing so much cash flow from ops. Their margins are shrinking. They claim to have 1.3Gw and going to 3Gw but cant give most to DCs. Unless BTC reaches $150K its hard for me to justify owning this stock. I am sorry if anyone from Fundam account followed me into the trade. Its still up DDD% return but I just dont understand with 1.2GW and BTC at $120K how are their GM% so much lower and they wont even ship Sealminer X until most likely next year so Bitamin and $CAN are not waiting around. This is a pretty big window for others to" [X Link](https://x.com/R_and_Invest/status/1975950507308151230) [@R_and_Invest](/creator/x/R_and_Invest) 2025-10-08T15:44Z XXX followers, 1754 engagements "No. Let me explain the timing. We all were at #semiconwest - first time in XX years happening in Phoenix. So on Monday House committee released this: I was with many management teams and they were all trying to understand what this means for $SMH #Semi especially #Semicaps. Because ALL Semicap largest players gather here this document got circulated & eventually China responded with a Rare Earth Ban. This is NOTHING to do with peace in Middle East. The first page of XX page document read PLA can use these chips to kill American soldiers - and tools are enabling China to do that. Thats what" [X Link](https://x.com/R_and_Invest/status/1977240259407892917) [@R_and_Invest](/creator/x/R_and_Invest) 2025-10-12T05:09Z XXX followers, 1149 engagements "$Race next year" [X Link](https://x.com/R_and_Invest/status/1978374969793917185) [@R_and_Invest](/creator/x/R_and_Invest) 2025-10-15T08:18Z XXX followers, XXX engagements "I dont know which one of you is selling $Amzn. But the backlog numbers come out usually in the Q. As per the Q&A @ajassy just said backlog is up XX% to $195B - with a B. Thats XXX bps above their sales growth. This means they continue to be supply constraint and AWS is on its way to $150B ARR next year or easily valued at $2-3T. Please dont blindly sell read the PR just LOOK at the cash flow generated from ops AND listen to the earnings call. Jassy is suggesting a 200-500% increase in workloads as on prem is still XX% of the market. Or you can just follow @BigBullCap & get the low down" [X Link](https://x.com/R_and_Invest/status/1951034404824043534) [@R_and_Invest](/creator/x/R_and_Invest) 2025-07-31T21:37Z XXX followers, 8277 engagements "#Semiconductors #semiconwest #semi $LRCX $KLAC $ASML $AMAT $TOELF $NVDA $AMD $TSM Summary of "Selling the Forges of the Future" It focuses on five major SME manufacturers (Applied Materials ASML KLA Corporation Lam Research and Tokyo Electron) which dominate 80-85% of the global market. The document analyzes sales data from fiscal years 2022-2024 (with partial 2025 data) and highlights concerns over U.S. and allied export controls arguing that unrestricted SME flows to China bolster the Chinese Communist Party's (CCP) military economic and technological ambitions. Background on Semiconductors" [X Link](https://x.com/R_and_Invest/status/1976344609212272994) [@R_and_Invest](/creator/x/R_and_Invest) 2025-10-09T17:50Z XXX followers, XXX engagements "Some people missed $700B in upswing naturally going to be sarcastic" [X Link](https://x.com/R_and_Invest/status/1978280240360181953) [@R_and_Invest](/creator/x/R_and_Invest) 2025-10-15T02:02Z XXX followers, XXX engagements "$Fcx / Copper could have a $crml $Uamy $Ccj moment" [X Link](https://x.com/R_and_Invest/status/1978381717145604274) [@R_and_Invest](/creator/x/R_and_Invest) 2025-10-15T08:45Z XXX followers, 1112 engagements "@uhtredcap And Aug 2023-Jan XX. You followed it with us. I mean the comments were so bearish from sell-siders it got comical. Like $Rblx 2H22 & $Nflx Jun XX. Those were seriously tough times" [X Link](https://x.com/R_and_Invest/status/1978705814131990637) [@R_and_Invest](/creator/x/R_and_Invest) 2025-10-16T06:13Z XXX followers, XX engagements "Part of the thesis on $AMD is what street is already catching up on. Might be a short term top not sure the next catalyst is before earnings 11/04 earnings " [X Link](https://x.com/R_and_Invest/status/1979210754801996096) [@R_and_Invest](/creator/x/R_and_Invest) 2025-10-17T15:39Z XXX followers, XXX engagements "@grok @CommunityNotes Sorry my bad. I dont realize XXX% of deficit is for X months. Yes thats correct coz we will be running 5.8-6% deficit annually which is absolutely craazzzzy" [X Link](https://x.com/R_and_Invest/status/1980012371881148812) [@R_and_Invest](/creator/x/R_and_Invest) 2025-10-19T20:45Z XXX followers, XX 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.]
@R_and_Invest Research & Invest
Research & Invest posts on X about $se, china, $amd, $500b the most. They currently have XXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXXX +323%
- X Month XXXXXX -XX%
Mentions: XX #
- X Week XX +123%
- X Month XX -XX%
Followers: XXX #
- X Week XXX +2.70%
- X Month XXX +11%
CreatorRank: XXXXXXXXX #
Social Influence #
Social category influence finance XXXXX% stocks XXXXX% technology brands XXXXX% cryptocurrencies XXXX% countries XXXX% automotive brands XXXX% social networks XXXX% luxury brands XXXX% travel destinations XXXX%
Social topic influence $se #35, china 5.13%, $amd #439, $500b 2.56%, tiktok 2.56%, countries 2.56%, $baba 2.56%, gaming 2.56%, freefire 2.56%, biz XXXX%
Top accounts mentioned or mentioned by @shirereeve2 @grok @avibarbour @nalap20 @brianjfleury @pland_real @kaladeedee @djxfloat @antoniodicembr1 @finkd @specialsitsnews @communitynotes @3uca1yptus_ @tmresearch2025 @wyanerichd @tuatharuadh @juanisaac0921 @murphymorrigan @usfda @robertkennedyjr
Top assets mentioned Sea Limited (SE) Advanced Micro Devices (AMD) Alibaba Group (BABA) Bitdeer Technologies Group (BTDR) Spacemesh (SMH) Ferrari N.V. (RACE) Amazon.com, Inc. (AMZN) Lam Research Corporation (LRCX) Applied Materials, Inc. (AMAT) KLA Corp (KLAC) NVIDIA Corp. (NVDA) Taiwan Semiconductor (TSM) Tesla, Inc. (TSLA) Freeport-McMoRan Inc (FCX) Critical Metals Corp. Ordinary Shares (CRML) Cameco Corporation (CCJ) Netflix Inc (NFLX) Roblox, Corp. (RBLX)
Top Social Posts #
Top posts by engagements in the last XX hours
"@GavinSBaker AI is hallucinating. Fiscal spending has gone up by $500B yes with a B. Tariff revenue is trying to cut down on some of this. Fiscal deficit is NOT below 5%. Please do not use AI. Even AI cant tell you the king is naked"
X Link @R_and_Invest 2025-10-19T19:55Z XXX followers, 3166 engagements
"$SE CEO doesnt give much interviews. So you can watch on here: As I mentioned numerous times in 2023 $SE has faced competition numerous times in past 10-15 yrs & survived. They crushed TikTok $Baba Gaming: Freefire is the world's largest mobile game by daily active users with over XXX million people playing every day across more than XXX countries. Li views Freefire not just as a product but as an "evergreen platform" and a large aggregator of traffic where new content and gameplay can continually be added. E-commerce: crushed competition. Added Live Streaming (learnt from competition)"
X Link @R_and_Invest 2025-10-15T08:12Z XXX followers, 5445 engagements
"@GabGrowth Looks like $Se might have said something about margin on the road @CaptainYannich also few weeks ago previews came out & people were saying Sept YoY growth was slower than Aug or July. Its silly"
X Link @R_and_Invest 2025-10-16T02:29Z XXX followers, XXX engagements
"This is so god damn dumb. $7T expenses is not the way to run a country with $27T GDP. Thats XX% of GDP. Normal is 18-19% IF you have revenues of at least XX% of GDP. This is SO dumb to look at it monthly. SO DUMB. Cut $1T in costs ASAP. Stop licking backside of people"
X Link @R_and_Invest 2025-10-16T21:52Z XXX followers, XXX engagements
"@CommunityNotes @grok this is wrong information. I know Grok hallucinates but god darn this is off by $250B-$300B"
X Link @R_and_Invest 2025-10-19T19:57Z XXX followers, XXX engagements
"I was really not impressed with $Btdr at #Semiconwest they are losing so much cash flow from ops. Their margins are shrinking. They claim to have 1.3Gw and going to 3Gw but cant give most to DCs. Unless BTC reaches $150K its hard for me to justify owning this stock. I am sorry if anyone from Fundam account followed me into the trade. Its still up DDD% return but I just dont understand with 1.2GW and BTC at $120K how are their GM% so much lower and they wont even ship Sealminer X until most likely next year so Bitamin and $CAN are not waiting around. This is a pretty big window for others to"
X Link @R_and_Invest 2025-10-08T15:44Z XXX followers, 1754 engagements
"No. Let me explain the timing. We all were at #semiconwest - first time in XX years happening in Phoenix. So on Monday House committee released this: I was with many management teams and they were all trying to understand what this means for $SMH #Semi especially #Semicaps. Because ALL Semicap largest players gather here this document got circulated & eventually China responded with a Rare Earth Ban. This is NOTHING to do with peace in Middle East. The first page of XX page document read PLA can use these chips to kill American soldiers - and tools are enabling China to do that. Thats what"
X Link @R_and_Invest 2025-10-12T05:09Z XXX followers, 1149 engagements
"$Race next year"
X Link @R_and_Invest 2025-10-15T08:18Z XXX followers, XXX engagements
"I dont know which one of you is selling $Amzn. But the backlog numbers come out usually in the Q. As per the Q&A @ajassy just said backlog is up XX% to $195B - with a B. Thats XXX bps above their sales growth. This means they continue to be supply constraint and AWS is on its way to $150B ARR next year or easily valued at $2-3T. Please dont blindly sell read the PR just LOOK at the cash flow generated from ops AND listen to the earnings call. Jassy is suggesting a 200-500% increase in workloads as on prem is still XX% of the market. Or you can just follow @BigBullCap & get the low down"
X Link @R_and_Invest 2025-07-31T21:37Z XXX followers, 8277 engagements
"#Semiconductors #semiconwest #semi $LRCX $KLAC $ASML $AMAT $TOELF $NVDA $AMD $TSM Summary of "Selling the Forges of the Future" It focuses on five major SME manufacturers (Applied Materials ASML KLA Corporation Lam Research and Tokyo Electron) which dominate 80-85% of the global market. The document analyzes sales data from fiscal years 2022-2024 (with partial 2025 data) and highlights concerns over U.S. and allied export controls arguing that unrestricted SME flows to China bolster the Chinese Communist Party's (CCP) military economic and technological ambitions. Background on Semiconductors"
X Link @R_and_Invest 2025-10-09T17:50Z XXX followers, XXX engagements
"Some people missed $700B in upswing naturally going to be sarcastic"
X Link @R_and_Invest 2025-10-15T02:02Z XXX followers, XXX engagements
"$Fcx / Copper could have a $crml $Uamy $Ccj moment"
X Link @R_and_Invest 2025-10-15T08:45Z XXX followers, 1112 engagements
"@uhtredcap And Aug 2023-Jan XX. You followed it with us. I mean the comments were so bearish from sell-siders it got comical. Like $Rblx 2H22 & $Nflx Jun XX. Those were seriously tough times"
X Link @R_and_Invest 2025-10-16T06:13Z XXX followers, XX engagements
"Part of the thesis on $AMD is what street is already catching up on. Might be a short term top not sure the next catalyst is before earnings 11/04 earnings "
X Link @R_and_Invest 2025-10-17T15:39Z XXX followers, XXX engagements
"@grok @CommunityNotes Sorry my bad. I dont realize XXX% of deficit is for X months. Yes thats correct coz we will be running 5.8-6% deficit annually which is absolutely craazzzzy"
X Link @R_and_Invest 2025-10-19T20:45Z XXX followers, XX engagements