[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 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 $MSFT are navigating various challenges and opportunities in areas like advertising, e-commerce, and artificial intelligence. ### Engagements: XXXXX [#](/creator/twitter::1942391883537461248/interactions)  - X Week XXXXXX -XX% - X Month XXXXXXX +73% ### Mentions: XX [#](/creator/twitter::1942391883537461248/posts_active)  - X Week XX -XX% - X Month XXX +103% ### Followers: XXXXX [#](/creator/twitter::1942391883537461248/followers)  - X Week XXXXX +55% - X Month XXXXX +99% ### CreatorRank: XXXXXXX [#](/creator/twitter::1942391883537461248/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) XXXXX% [stocks](/list/stocks) XXXXX% [technology brands](/list/technology-brands) XXXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [countries](/list/countries) XXXX% [currencies](/list/currencies) XXXX% [products](/list/products) XXXX% [automotive brands](/list/automotive-brands) XXXX% **Social topic influence** [if you](/topic/if-you) 9.72%, [ai](/topic/ai) 8.33%, [$zm](/topic/$zm) #13, [$googl](/topic/$googl) 5.56%, [$msft](/topic/$msft) #181, [$orcl](/topic/$orcl) #130, [$nvda](/topic/$nvda) #934, [msft](/topic/msft) 4.17%, [the first](/topic/the-first) 2.78%, [ceo](/topic/ceo) XXXX% **Top accounts mentioned or mentioned by** [@logicalthesis](/creator/undefined) [@wisemancap](/creator/undefined) [@ericsyuan](/creator/undefined) [@dylan522p](/creator/undefined) [@subutrade](/creator/undefined) [@retail22](/creator/undefined) [@mountainpeak88](/creator/undefined) [@barcelonabatmn](/creator/undefined) [@thewhiteboxai](/creator/undefined) [@mellowrklion](/creator/undefined) [@rded](/creator/undefined) [@notebooklm](/creator/undefined) [@holysmokas](/creator/undefined) [@openai](/creator/undefined) [@satyanadella](/creator/undefined) [@dwarkeshsp](/creator/undefined) [@chutneylife](/creator/undefined) [@costco](/creator/undefined) [@krispatel99](/creator/undefined) [@sundarpichai](/creator/undefined) **Top assets mentioned** [Zoom Video Communications Inc (ZM)](/topic/$zm) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Microsoft Corp. (MSFT)](/topic/$msft) [Oracle Corporation (ORCL)](/topic/$orcl) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Metadium (META)](/topic/$meta) [Critical Metals Corp. Ordinary Shares (CRML)](/topic/$crml) [Broadcom, Inc. (AVGO)](/topic/$avgo) [CoreWeave, Inc. (CRWV)](/topic/$crwv) [Advanced Micro Devices (AMD)](/topic/$amd) [Snowflake, Inc. (SNOW)](/topic/$snow) [MP Materials Corp. (MP)](/topic/$mp) [SPDR S&P XXX ETF Trust (SPY)](/topic/$spy) [Zscaler Inc (ZS)](/topic/$zs) [Biohaven Pharmaceutical Holding Company Ltd. (BHVN)](/topic/$bhvn) [HUBSPOT, INC. (HUBS)](/topic/$hubs) [Cream (CRM)](/topic/$crm) [MKS Instruments Inc (MKSI)](/topic/$mksi) [GLOBUS MEDICAL INC (GMED)](/topic/$gmed) [Crowdstrike Holdings Inc (CRWD)](/topic/$crwd) [Okta Inc (OKTA)](/topic/$okta) [Costco Hot Dog (COST)](/topic/$cost) [Alien Base (ALB)](/topic/$alb) [MongoDB, Inc. (MDB)](/topic/$mdb) [Palo Alto Networks Inc (PANW)](/topic/$panw) [Ares Protocol (ARES)](/topic/$ares) [Oklo Inc. (OKLO)](/topic/$oklo) [Rigetti Computing, Inc. Common Stock (RGTI)](/topic/$rgti) [TransDigm Group, Inc. (TDG)](/topic/$tdg) [Heima (HEI)](/topic/$hei) [Heroes of NFT (HON)](/topic/$hon) [Rockwell Automation (ROK)](/topic/$rok) [Fastenal Company (FAST)](/topic/$fast) [Lincoln Electric Holdings Inc (LECO)](/topic/$leco) [Reliance Steel & Aluminum, Co. (RS)](/topic/$rs) [UNIPOLY (UNP)](/topic/$unp) [XPO LOGISTICS, INC. (XPO)](/topic/$xpo) [Copart, Inc. (CPRT)](/topic/$cprt) [Ritchie Bros. Auctioneers Incorporated (RBA)](/topic/$rba) ### Top Social Posts Top posts by engagements in the last XX hours "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 1724 followers, 2143 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 $15B or so. Google services (which included Google search/Gemini) saw a MUCH higher incremental margin. Yes these cos might be Enron/doing accounting fraud but until proven guilty it makes no sense to not read actual high dollar profit generators in Top XXX companies and what they are saying about AI in their earnings and just assume" [X Link](https://x.com/R_and_Invest/status/1994884598258700525) 2025-11-29T21:42Z 1724 followers, 1049 engagements "$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 earnings recap" [X Link](https://x.com/R_and_Invest/status/1997542571342746058) 2025-12-07T05:43Z 1724 followers, 1380 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 $ORCL. Instantly accretive even XX% higher" [X Link](https://x.com/R_and_Invest/status/1993065839579611448) 2025-11-24T21:15Z 1724 followers, XXX engagements "$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 1724 followers, 2242 engagements "$CRML thesis in one page" [X Link](https://x.com/R_and_Invest/status/1997498075863187656) 2025-12-07T02:47Z 1724 followers, 2256 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 1724 followers, 1235 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 "#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/ $0.84" [X Link](https://x.com/R_and_Invest/status/1995963242573889937) 2025-12-02T21:08Z 1721 followers, 1349 engagements "$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 "$MSFT Raising prices. I guess the Information only has fud not real info @Wiseman_Cap" [X Link](https://x.com/R_and_Invest/status/1996684868168962349) 2025-12-04T20:55Z 1702 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 "MS upgraded $MP tonight. FYI @retail_22" [X Link](https://x.com/R_and_Invest/status/1996849511843696999) 2025-12-05T07:49Z 1688 followers, 1387 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 1722 followers, XXX engagements "1Q setting up to be low inflation & Fed easing and GDP growth in X handle. Goldilocks. 🎅 ho ho ho" [X Link](https://x.com/R_and_Invest/status/1997107771104510381) 2025-12-06T00:56Z 1706 followers, 1730 engagements "@LogicalThesis @Wiseman_Cap Feels like my birthday 🎉 today 🤣🤣" [X Link](https://x.com/R_and_Invest/status/1997112427159474231) 2025-12-06T01:14Z 1698 followers, XX engagements "The Fed added $400B in liquidity in the market in XX days in March 2023 after SVB Signature bank and first republic bank failed/had they marked to market the securities/equity might be zero. $400B at that time was the FCF of Googl and MSFT and Apple combined. If you are worried about Japan XX yr at XXXX% up from XXXX% this year know this Fed $6.5T book is today down $2.5T from the highs and if need be QE can be turned out in a flash and whatever Charlie said 👇" [X Link](https://x.com/R_and_Invest/status/1997117888495603717) 2025-12-06T01:36Z 1707 followers, 2021 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 "@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 1724 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 1724 followers, XXX 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 "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 "#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 "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 1724 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 1724 followers, XX 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 1724 followers, 2715 engagements "@Mr_Derivatives Isnt $FIG better cheaper higher growth" [X Link](https://x.com/R_and_Invest/status/1997714292033106051) 2025-12-07T17:06Z 1724 followers, 1434 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 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 "$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 1724 followers, XXX engagements
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@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 #
- X Week XXXXXX -XX%
- X Month XXXXXXX +73%
Mentions: XX #
- X Week XX -XX%
- X Month XXX +103%
Followers: XXXXX #
- X Week XXXXX +55%
- X Month XXXXX +99%
CreatorRank: XXXXXXX #
Social Influence
Social category influence finance XXXXX% stocks XXXXX% technology brands XXXXX% cryptocurrencies XXXX% countries XXXX% currencies XXXX% products XXXX% automotive brands XXXX%
Social topic influence if you 9.72%, ai 8.33%, $zm #13, $googl 5.56%, $msft #181, $orcl #130, $nvda #934, msft 4.17%, the first 2.78%, ceo XXXX%
Top accounts mentioned or mentioned by @logicalthesis @wisemancap @ericsyuan @dylan522p @subutrade @retail22 @mountainpeak88 @barcelonabatmn @thewhiteboxai @mellowrklion @rded @notebooklm @holysmokas @openai @satyanadella @dwarkeshsp @chutneylife @costco @krispatel99 @sundarpichai
Top assets mentioned Zoom Video Communications Inc (ZM) Alphabet Inc Class A (GOOGL) Microsoft Corp. (MSFT) Oracle Corporation (ORCL) NVIDIA Corp. (NVDA) Metadium (META) Critical Metals Corp. Ordinary Shares (CRML) Broadcom, Inc. (AVGO) CoreWeave, Inc. (CRWV) Advanced Micro Devices (AMD) Snowflake, Inc. (SNOW) MP Materials Corp. (MP) SPDR S&P XXX ETF Trust (SPY) Zscaler Inc (ZS) Biohaven Pharmaceutical Holding Company Ltd. (BHVN) HUBSPOT, INC. (HUBS) Cream (CRM) MKS Instruments Inc (MKSI) GLOBUS MEDICAL INC (GMED) Crowdstrike Holdings Inc (CRWD) Okta Inc (OKTA) Costco Hot Dog (COST) Alien Base (ALB) MongoDB, Inc. (MDB) Palo Alto Networks Inc (PANW) Ares Protocol (ARES) Oklo Inc. (OKLO) Rigetti Computing, Inc. Common Stock (RGTI) TransDigm Group, Inc. (TDG) Heima (HEI) Heroes of NFT (HON) Rockwell Automation (ROK) Fastenal Company (FAST) Lincoln Electric Holdings Inc (LECO) Reliance Steel & Aluminum, Co. (RS) UNIPOLY (UNP) XPO LOGISTICS, INC. (XPO) Copart, Inc. (CPRT) Ritchie Bros. Auctioneers Incorporated (RBA)
Top Social Posts
Top posts by engagements in the last XX hours
"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 2025-11-25T07:07Z 1724 followers, 2143 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 $15B or so. Google services (which included Google search/Gemini) saw a MUCH higher incremental margin. Yes these cos might be Enron/doing accounting fraud but until proven guilty it makes no sense to not read actual high dollar profit generators in Top XXX companies and what they are saying about AI in their earnings and just assume"
X Link 2025-11-29T21:42Z 1724 followers, 1049 engagements
"$BHVN Pipeline. @mellowrk_lion do these numbers look ok Even ex-obesity where they have a different approach this co trades $1B mcap now that offering is out of the way. No wonder people get shocked at Biotech. We haven't done any work on inflammation or oncology yet"
X Link 2025-11-15T20:31Z 1724 followers, 2500 engagements
"$ZM earnings recap"
X Link 2025-12-07T05:43Z 1724 followers, 1380 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 $ORCL. Instantly accretive even XX% higher"
X Link 2025-11-24T21:15Z 1724 followers, XXX engagements
"$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 2025-11-25T16:10Z 1724 followers, 2242 engagements
"$CRML thesis in one page"
X Link 2025-12-07T02:47Z 1724 followers, 2256 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 2025-12-07T20:02Z 1724 followers, 1235 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 2025-11-09T21:07Z 1711 followers, 6082 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/ $0.84"
X Link 2025-12-02T21:08Z 1721 followers, 1349 engagements
"$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 2025-12-04T02:08Z 1722 followers, 1195 engagements
"$MSFT Raising prices. I guess the Information only has fud not real info @Wiseman_Cap"
X Link 2025-12-04T20:55Z 1702 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 2025-12-04T22:00Z 1717 followers, XXX engagements
"MS upgraded $MP tonight. FYI @retail_22"
X Link 2025-12-05T07:49Z 1688 followers, 1387 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 2025-12-05T16:02Z 1722 followers, XXX engagements
"1Q setting up to be low inflation & Fed easing and GDP growth in X handle. Goldilocks. 🎅 ho ho ho"
X Link 2025-12-06T00:56Z 1706 followers, 1730 engagements
"@LogicalThesis @Wiseman_Cap Feels like my birthday 🎉 today 🤣🤣"
X Link 2025-12-06T01:14Z 1698 followers, XX engagements
"The Fed added $400B in liquidity in the market in XX days in March 2023 after SVB Signature bank and first republic bank failed/had they marked to market the securities/equity might be zero. $400B at that time was the FCF of Googl and MSFT and Apple combined. If you are worried about Japan XX yr at XXXX% up from XXXX% this year know this Fed $6.5T book is today down $2.5T from the highs and if need be QE can be turned out in a flash and whatever Charlie said 👇"
X Link 2025-12-06T01:36Z 1707 followers, 2021 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 2025-11-26T06:32Z 1724 followers, 1417 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 2025-12-02T22:32Z 1724 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 2025-12-08T22:37Z 1724 followers, XXX 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 2025-12-04T15:50Z 1722 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 2025-12-03T15:54Z 1724 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 2025-10-27T16:19Z 1724 followers, XXX engagements
"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 2025-12-03T17:45Z 1724 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 2025-12-06T18:55Z 1724 followers, XX 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 2025-12-07T03:02Z 1724 followers, 2715 engagements
"@Mr_Derivatives Isnt $FIG better cheaper higher growth"
X Link 2025-12-07T17:06Z 1724 followers, 1434 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 2025-12-08T18:35Z 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 2025-11-07T19:05Z 1724 followers, XXX engagements
"$60/sh for Optimus. LOL. Musk is like is this guy missing a zero"
X Link 2025-12-08T11:57Z 1724 followers, XXX engagements