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

- [--] Week [------] -47%
- [--] Month [-------] +74%
- [--] Months [---------] -97%
- [--] Year [----------] +189%

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

- [--] Week [---] +5.10%
- [--] Month [---] -28%
- [--] Months [-----] +607%
- [--] Year [-----] +30,780%

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

- [--] Week [-----] +1.70%
- [--] Month [-----] +6.10%
- [--] Months [-----] +482%

### CreatorRank: [-------] [#](/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)  90.83% [stocks](/list/stocks)  68.33% [technology brands](/list/technology-brands)  44.17% [countries](/list/countries)  8.33% [cryptocurrencies](/list/cryptocurrencies)  7.5% [social networks](/list/social-networks)  4.17% [automotive brands](/list/automotive-brands)  3.33% [currencies](/list/currencies)  3.33% [celebrities](/list/celebrities)  1.67% [luxury brands](/list/luxury-brands)  0.83%

**Social topic influence**
[$googl](/topic/$googl) #3004, [ai](/topic/ai) 10%, [$mu](/topic/$mu) #180, [$amzn](/topic/$amzn) #726, [$nvda](/topic/$nvda) #2688, [googl](/topic/googl) 6.67%, [$amat](/topic/$amat) #100, [$lrcx](/topic/$lrcx) #35, [$ichr](/topic/$ichr) #8, [nvda](/topic/nvda) #772

**Top accounts mentioned or mentioned by**
[@evrgn11112231](/creator/undefined) [@logicalthesis](/creator/undefined) [@hambinocapital](/creator/undefined) [@dp3188144159988](/creator/undefined) [@banana3stocks](/creator/undefined) [@midnight_captl](/creator/undefined) [@midnightcaptl](/creator/undefined) [@enertuition](/creator/undefined) [@bucketshopcap](/creator/undefined) [@jukan05](/creator/undefined) [@itsamekaaay](/creator/undefined) [@fistofthetitan](/creator/undefined) [@horiamanole](/creator/undefined) [@investingrabbit](/creator/undefined) [@randinvest](/creator/undefined) [@zerohedge](/creator/undefined) [@profplum99](/creator/undefined) [@buccocapital](/creator/undefined) [@austinsstocks](/creator/undefined) [@jeffbezos](/creator/undefined)

**Top assets mentioned**
[Alphabet Inc Class A (GOOGL)](/topic/$googl) [Micron Technology, Inc. (MU)](/topic/$mu) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Applied Materials, Inc. (AMAT)](/topic/$amat) [Lam Research Corporation (LRCX)](/topic/$lrcx) [Metadium (META)](/topic/$meta) [AppLovin Corporation (APP)](/topic/$app) [Intel Corporation (INTC)](/topic/$intc) [Taiwan Semiconductor (TSM)](/topic/$tsm) [KLA Corp (KLAC)](/topic/$klac) [GlobalFoundries (GFS)](/topic/$gfs) [Cloudflare, Inc. (NET)](/topic/$net) [Advanced Micro Devices (AMD)](/topic/$amd) [Bloom Energy Corporation (BE)](/topic/$be) [Lumentum Holdings Inc. Common Stock (LITE)](/topic/$lite) [Chipotle Mexican Grill, Inc. (CMG)](/topic/$cmg) [Tesla, Inc. (TSLA)](/topic/$tsla) [Arm Holdings plc (ARM)](/topic/$arm) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Credo Technology Group Holding Ltd (CRDO)](/topic/$crdo) [SkyWater Technology, Inc. (SKYT)](/topic/$skyt) [Sandisk Corporation (SNDK)](/topic/$sndk) [Palo Alto Networks Inc (PANW)](/topic/$panw) [Zscaler Inc (ZS)](/topic/$zs) [Strategy (MSTR)](/topic/$mstr) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Zoom Video Communications Inc (ZM)](/topic/$zm) [Astera Labs, Inc. (ALAB)](/topic/$alab) [QUALCOMM, Inc. (QCOM)](/topic/$qcom) [Microsoft Corp. (MSFT)](/topic/$msft) [Costco Wholesale Corporation (COST)](/topic/costco) [MKS Instruments Inc (MKSI)](/topic/$mksi) [Axcelis Technologies Inc (ACLS)](/topic/$acls) [Entegris, Inc. (ENTG)](/topic/$entg) [Spacemesh (SMH)](/topic/$smh) [CoreWeave, Inc (CRWV)](/topic/$crwv) [Sea Limited (SE)](/topic/$se)
### Top Social Posts
Top posts by engagements in the last [--] hours

"So $LITE revenues from optical/photonics are expected to go from $1.8B to $3.4B up 86% in [--] yrs at 37% CAGR. FCF is negative. GP is expected to double and this thing trades on 18x GP after the GP has doubled Is this a new phenomenon that laser/transceiver guys laser cuttrer/welders with mostly one-time revenues have started trading at slight premium to software multiple So @EricJhonsa you know them this seems like they r $PLTR of cloud networking optical/photonics"  
[X Link](https://x.com/R_and_Invest/status/2001090846721237364)  2025-12-17T00:43Z [----] followers, [----] engagements


"Based on some initial research it appears that there is not much we can do now after $SKYT sold. $GFS is basically now an oligopoly with $INTC on "Older" nodes. Like 90nm 65nm 45nm 40nm 28nm. While everyone is chasing the "AI Training" gold rush ( $NVDA/ $TSM 3nm) GlobalFoundries is executing a quieter highly profitable strategy: Monopolizing the "Old" Nodes by not trying to be TSMC. Years ago they stopped chasing single-digit nanometer (7nm and below). Instead they focused on FD-SOI (Fully Depleted Silicon On Insulator) and specialized nodes (12nm - 90nm). These are the chips that run cars"  
[X Link](https://x.com/R_and_Invest/status/2016235172199596340)  2026-01-27T19:41Z [----] followers, [----] engagements


"Demand outpacing supply. Demand is OUTPACING Supply. [----] sold out. 1H27 price up negotiation. [----] in the convo. Demand out.g Supp CEO CFO Sell-side all in-sync $Mu $Sndk $Stx $Wdc"  
[X Link](https://x.com/R_and_Invest/status/2016278913660682613)  2026-01-27T22:35Z [----] followers, [----] engagements


"Ok looks like $Panw $Net $Zs might go vertical on this news. RIP Clawdbot Mac Mini era (3 days) Twin just changed everything: Normal people can use it (zero setup) Won't destroy your computer (cloud sandboxed) Infinite scale 10x cheaper RIP Clawdbot Mac Mini era (3 days) Twin just changed everything: Normal people can use it (zero setup) Won't destroy your computer (cloud sandboxed) Infinite scale 10x cheaper"  
[X Link](https://x.com/R_and_Invest/status/2016366516464504945)  2026-01-28T04:23Z [----] followers, [----] engagements


"@zerohedge Marketable securities is cash. They are going to print $200B in op cash. $150B-$180B FCF in 2028-2029 or $4T valuation.2x from here. And please ask a CPA on reading BS / CF. Small $20-22B off balance sheet stuff shouldnt make one miss out on $2T"  
[X Link](https://x.com/R_and_Invest/status/2016747120641089740)  2026-01-29T05:35Z [----] followers, [----] engagements


"@profplum99 They have tiny debt (3% of mcap). Net cash positive They have signed up for $25B off BS liabilities (might be Blue Owl other JVs) Their $72B capex is going to $130B or up 80% primarily growth capex Despite that they would be FCF positive"  
[X Link](https://x.com/R_and_Invest/status/2016880462237749332)  2026-01-29T14:25Z [----] followers, [---] engagements


"$Asml $Klac $Lrcx approves this message. 🤣 TSMCs 2nm capacity is almost fully booked by top-tier clients media report: [----] Apple Qualcomm 2nm smartphone chips AMD 2nm CPU [----] AMD MI-series GPUs on 2nm Google 8th-gen TPU AI chip in Q3 AWS Trainium [--] AI chip in Q4 [----] Nvidia Feynman GPU on TSMCs A16 process $TSM TSMCs 2nm capacity is almost fully booked by top-tier clients media report: [----] Apple Qualcomm 2nm smartphone chips AMD 2nm CPU [----] AMD MI-series GPUs on 2nm Google 8th-gen TPU AI chip in Q3 AWS Trainium [--] AI chip in Q4 [----] Nvidia Feynman GPU on TSMCs A16 process $TSM"  
[X Link](https://x.com/R_and_Invest/status/2018140189449916545)  2026-02-02T01:51Z [----] followers, [---] engagements


"Great write up on one of my favorite management in SaaS $ZS. Oh damn did I say #SaaS. Dont at me Zscaler moves Zero Trust into the agentic AI era $ZS Zscaler is tightening its focus on AI-driven security with leadership and platform moves aimed at machine-speed threats. The company appointed Sunil Frida as Chief Marketing Officer to accelerate global expansion across Zero https://t.co/XW7d6UTvnD Zscaler moves Zero Trust into the agentic AI era $ZS Zscaler is tightening its focus on AI-driven security with leadership and platform moves aimed at machine-speed threats. The company appointed"  
[X Link](https://x.com/R_and_Invest/status/2018773930920804402)  2026-02-03T19:49Z [----] followers, [----] engagements


"ERs tonight: Revs/EBITDA/EPS expected $AMD: $9.7B/ $2.8B/ $1.32 $CMG: $3B/ $0.5B/ $0.24 $TTWO: $1.6B/ $210M/ $0.71 $LITE: $652M/ $187M/ $1.42 $SWKS: $1B/ $308M/ $1.4 $ENPH: $336M/ $45M/ $0.23 $AMGN: $9.4B/ $4.3B/ $4.67 Forward forecasts: AMD $9.4B/ $2.6B/ $1.21 CMG $3.1B/ $562M/ $0.28 TTWO $1.5B/ $115M/ $0.29 LITE $703M/ $207M/ $1.59 SWKS $872M/ $244M/ $0.97 ENPH $260M/ $24M/ $0.12 AMGN $8.5B/ $5.1B/ $4.97 https://twitter.com/i/web/status/2018784100124098931 https://twitter.com/i/web/status/2018784100124098931"  
[X Link](https://x.com/R_and_Invest/status/2018784100124098931)  2026-02-03T20:30Z [----] followers, [----] engagements


"@evrgn11112231 Because Cloud at a $65-70B biz growing 48% at 56% incremental margins is hard to understand"  
[X Link](https://x.com/R_and_Invest/status/2019177552972247291)  2026-02-04T22:33Z [----] followers, [---] engagements


"@evrgn11112231 @hambinocapital Current margins were 20% expanded to 30%. Going to 40%. This is pretty decent quality esp because it includes depreciation at 4-5 yrs. Search isnt going to grow 45% CAGR next [--] yrs"  
[X Link](https://x.com/R_and_Invest/status/2019193265611051131)  2026-02-04T23:36Z [----] followers, [--] engagements


"$Aapl capex $12B $Aapl AI - $Googl Gemini you handle Siri. $Googl Capex $180B $Aapl here keep the change ( $1B/yr) 😂 $Googl - launches more personalized Ads and based on your conversation with Siri will get personalized e-commerce / other ads. $Aapl ROIC 🚀"  
[X Link](https://x.com/R_and_Invest/status/2019255534667616725)  2026-02-05T03:43Z [----] followers, [---] engagements


"@evrgn11112231 @buccocapital Why do you not like $Asml"  
[X Link](https://x.com/R_and_Invest/status/2019256032447590569)  2026-02-05T03:45Z [----] followers, [---] engagements


"@evrgn11112231 @buccocapital Oh were you being sarcastic ASML to zero"  
[X Link](https://x.com/R_and_Invest/status/2019257400046547140)  2026-02-05T03:50Z [----] followers, [---] engagements


"@evrgn11112231 @jukan05 You guys are funny. Give up $100B GCP biz at 40% then who funds AGI"  
[X Link](https://x.com/R_and_Invest/status/2019263209757372487)  2026-02-05T04:13Z [----] followers, [--] engagements


"My first year of FSD 10% miles FSD drove and today 90% FSD drives. As Lenin once said There are decades where nothing happens; and there are weeks where decades happen. If we total FSD miles driven it might be 100x to 1000x Waymos. Lets not wake up the beast. On behalf of all $Googl shareholders. - Autonomous vehicle market check-in - I careful plotted the number of fully autonomous unsupervised weekly rides for both $GOOG Waymo vs $TSLA over time. The results were shocking. https://t.co/sicaqCYGlt - Autonomous vehicle market check-in - I careful plotted the number of fully autonomous"  
[X Link](https://x.com/R_and_Invest/status/2019282496643559456)  2026-02-05T05:30Z [----] followers, [---] engagements


"Morgan Stanley Brian Novak has gone full crazy. He took his $GOOGL Cloud growth rate to 60% His PT went from $330 to $330"  
[X Link](https://x.com/R_and_Invest/status/2019412293763952669)  2026-02-05T14:06Z [----] followers, [----] engagements


"$GOOGL street PTs. and Market reaction. Thank you for playing"  
[X Link](https://x.com/R_and_Invest/status/2019417935547408472)  2026-02-05T14:28Z [----] followers, [---] engagements


"$ARM is suggesting $AMZN chips capex doubled"  
[X Link](https://x.com/R_and_Invest/status/2019424488946053598)  2026-02-05T14:54Z [----] followers, [---] engagements


"If you listen to Brent Thill on $GOOGL - [--] Ferrari engines bolted on GCP. You just want to own Google. And may be $RACE - both are the gold standards on what they do"  
[X Link](https://x.com/R_and_Invest/status/2019428452689162700)  2026-02-05T15:10Z [----] followers, [---] engagements


"lol. When you dont understand how technologies scale I cant help you. Do your own DD. Haters have never made money in any markets. I would go back and look at my tweet about Lenin. Its true but in the AI world its not weeks. Its literally days. Only the guys with real world data would benefit. https://twitter.com/i/web/status/2019436289154744431 https://twitter.com/i/web/status/2019436289154744431"  
[X Link](https://x.com/R_and_Invest/status/2019436289154744431)  2026-02-05T15:41Z [----] followers, [--] engagements


"@TechFundies I would also point out that $GOOGL whatever capex they are spending inside US - could be $160B+ thats 15-20% tax savings or $30B in tax outflow savings. Incrementally say the street had modeled $80B in US then you have to model $15B to $20B of extra cash from tax savings"  
[X Link](https://x.com/R_and_Invest/status/2019458493661470979)  2026-02-05T17:09Z [----] followers, [--] engagements


"As I explained it numerous times. $MSTR preferred was the worst decision a co can do right before #BTC bottoms around $55K-$65K. NO they are NOT going BK and I dont think they are as correlated to Nasdaq as halving cycles. IKYK. I do NOT recommend people short $MSTR that train left the station Nov 24.👇 I am surprised $MSTR Shirish allowed @saylor to do this right at the #BTC near term top. This makes NO sense and frankly for how smart these guys are its ridiculous to time it perfectly wrong. You NEVER issue Preferred stock. EVER. Unless the co is dying and NO ONE wants to give"  
[X Link](https://x.com/R_and_Invest/status/2019482648817877368)  2026-02-05T18:45Z [----] followers, [---] engagements


"All the 3p data and other data was incorrect on $RBLX. Bookings came in at $2.23B +63% buyside thought they will miss their guide of $2B so 10% above guide They saw 21% hours engaged. DAUs grew 24%. DAUs beat 150M vs. 138M. Guided bookings growth of 44% and FCF is going to exceed $1.7B With the way shorts were piling in not sure.how much does this squeeze https://twitter.com/i/web/status/2019520015641506014 https://twitter.com/i/web/status/2019520015641506014"  
[X Link](https://x.com/R_and_Invest/status/2019520015641506014)  2026-02-05T21:14Z [----] followers, [---] engagements


"The one way $AMZN can make you money is if there is news that Jassy is fired. Here's the report card. Not seen a worse Mag [--] CEO. Below I didnt put $NVDA which is up 8x and $AVGO up crazy too"  
[X Link](https://x.com/R_and_Invest/status/2019522897149325538)  2026-02-05T21:25Z [----] followers, [----] engagements


"@zerohedge $BE. $2B revs going to $3.2B Backlog $20B"  
[X Link](https://x.com/R_and_Invest/status/2019532236404715978)  2026-02-05T22:03Z [----] followers, [---] engagements


"@ItsAmeKaaay 2x faster growth. 48% vs 24% at 1/2 the run rate. So $ wise GCP is adding same incremental $ revenues that AWS is adding That is INSANE. Because AWS had a [--] year head start. What a market share win by Kurian. He probably going to be next $Googl CEO"  
[X Link](https://x.com/R_and_Invest/status/2019554918345142496)  2026-02-05T23:33Z [----] followers, [----] engagements


"@Midnight_Captl @Banana3Stocks They need more $BE Bloom box 😂 $Amzn long term would be fine but hard to imagine a $800B rev biz going to be FCF negative going into [----]. So cheap from business moat untouchable from margins cash and near term dynamics"  
[X Link](https://x.com/R_and_Invest/status/2019563264808796577)  2026-02-06T00:06Z [----] followers, [---] engagements


"@LogicalThesis Not sure about others but $Be had one of the best reports call and quarter. May be something to buy after market turns"  
[X Link](https://x.com/R_and_Invest/status/2019564901015122398)  2026-02-06T00:12Z [----] followers, [---] engagements


"@Midnight_Captl @Banana3Stocks Yes. I was just saying FCF burn then $50B OpenAI commitment = more near term pain ahead. Bad nightmare from $Orcl since-67% since the OpenAI pop & down 45% even before they reported that print"  
[X Link](https://x.com/R_and_Invest/status/2019567593678598379)  2026-02-06T00:23Z [----] followers, [---] engagements


"I hear ya. I was talking from 4Q25 bookings. So GCP just for 4Q25 booked $103B biz. AWS was good at $79B of which $38B is openAI. Azure booked $99B (also helped by OpenAI slightly). I was just saying GCP gained market share vs AWS. May be due to lack of compute we will find out next Q https://twitter.com/i/web/status/2019574575223488850 https://twitter.com/i/web/status/2019574575223488850"  
[X Link](https://x.com/R_and_Invest/status/2019574575223488850)  2026-02-06T00:51Z [----] followers, [---] engagements


"@AustinsStocks Thanks for asking. If numbers are worse than $Googl which went down despite cheaper valuation/gaining share/growing faster I am saying $Amzn $244B is not necessarily a good thing. We needed $25-$30B more ex OpenAI"  
[X Link](https://x.com/R_and_Invest/status/2019605968334770195)  2026-02-06T02:55Z [----] followers, [---] engagements


"$Googl was tiny revs now $70B run rate growing 50% $Amzn was big guy now $140B revs run rate growing 24% If their backlog is same then $Googl Book2Bill is very high. Bookings for Googl last Qtr $102B / Amzn (was Great) but $79B which included $38b from OpenAI (my est). So despite heavy OAI bookings were 23% below Googl & there is some market share gains by GCP https://twitter.com/i/web/status/2019633940794077642 https://twitter.com/i/web/status/2019633940794077642"  
[X Link](https://x.com/R_and_Invest/status/2019633940794077642)  2026-02-06T04:47Z [----] followers, [---] engagements


"@FistOfTheTitan Yup could add $20B"  
[X Link](https://x.com/R_and_Invest/status/2019634515476697399)  2026-02-06T04:49Z [----] followers, [----] engagements


"@WaterworldCapi1 lol that was hilarious I am guessing you would be buying $20B when they do their secondary to pay $50B to OpenAI"  
[X Link](https://x.com/R_and_Invest/status/2019776823677145282)  2026-02-06T14:14Z [----] followers, [--] engagements


"Odds up 25% on Iran strikes. https://polymarket.com/event/us-strikes-iran-by https://polymarket.com/event/us-strikes-iran-by"  
[X Link](https://x.com/R_and_Invest/status/2019777580334006783)  2026-02-06T14:17Z [----] followers, [---] engagements


"$MU now you know 👇 @ConsensusGurus Semi analysis note on MU being left out on HBM @ConsensusGurus Semi analysis note on MU being left out on HBM"  
[X Link](https://x.com/R_and_Invest/status/2019777912728342659)  2026-02-06T14:19Z [----] followers, [----] engagements


"@KellyCNBC I dont know if you guys check your presenters. Gil is saying $META does not have cash but they are going to be FCF positive DESPITE $125B capex and has massive cash on books. Please do your DD"  
[X Link](https://x.com/R_and_Invest/status/2019836535114461315)  2026-02-06T18:12Z [----] followers, [---] engagements


"Finance guys dont run the business. Its the tech & clients/consumers. People hate uber because they are always the most expensive. For eg my ride to San Diego uber was going to cost $250 or some crazy number. $Uber keeps 50% -60% of that. Do they spend anything incremental A single penny extra on software development or got a new CEO or new HR manager No That means that is 85-95% margin. Now just look at $Tsla FSD or $Googl Waymo. How much do you think they cost For Waymo my best guess estimate is they would have charged 50% less or $125 for 110-125 miles. For $Tsla whenever they will start"  
[X Link](https://x.com/R_and_Invest/status/2019926353295077524)  2026-02-07T00:09Z [----] followers, [----] engagements


"I am so addicted to @Amazon $Amzn shopping especially with Rufus AI. How could they have missed I dont even get it"  
[X Link](https://x.com/R_and_Invest/status/2020020404388286509)  2026-02-07T06:22Z [----] followers, [----] engagements


"This is false. First of all total $5.5T deficit not debt addition (difference of what was spent vs. what was borrowed but not spent) under Trump [---] can be broken as: $2.4T for [--] years and $3.1T in year [--] due to Covid. So Trump was on track to add $3.4T in deficit and $4T in debt. Until Covid hit and 30M roughly 30M people lost their job. Tax collections dropped govt gave money / tax incentives to people to hire people Powell did a great job stabilizing the market. It was a nightmare. So as a % of GDP Trumps first [--] years deficits were under control despite a tax cut in those years. If you"  
[X Link](https://x.com/R_and_Invest/status/2020148893204508725)  2026-02-07T14:53Z [----] followers, [---] engagements


"If the Gap has only narrowed to [--] years and HBM DRAM prices are hitting all time highs do we top in [----] for prices (this is assuming Chinese HBMs are allowed in US datacenters). China to Mass-Produce HBM3 Soon. Korea-China Technology Gap Narrows from [--] Years to [--] Years China will begin mass production of HBM3 the fourth-generation high-bandwidth memory (HBM) that is a core component of artificial intelligence (AI) semiconductors this year. This https://t.co/1pLgm0Z3XM China to Mass-Produce HBM3 Soon. Korea-China Technology Gap Narrows from [--] Years to [--] Years China will begin mass production"  
[X Link](https://x.com/R_and_Invest/status/2020511597156835573)  2026-02-08T14:54Z [----] followers, [---] engagements


"I didnt get it. JUST IN: Someone sent [----] Bitcoin to Satoshi Nakamoto JUST IN: Someone sent [----] Bitcoin to Satoshi Nakamoto"  
[X Link](https://x.com/R_and_Invest/status/2020548154295304619)  2026-02-08T17:19Z [----] followers, [---] engagements


"Formula [--] drivers love mileage on their cars Lewis Hamilton spotted at the Superbowl alongside Kim Kardashian Tim Cook Tyler the Creator Kendal Jenner Hailey Bieber and other friends #SuperBowlLX https://t.co/bLScV19ANm Lewis Hamilton spotted at the Superbowl alongside Kim Kardashian Tim Cook Tyler the Creator Kendal Jenner Hailey Bieber and other friends #SuperBowlLX https://t.co/bLScV19ANm"  
[X Link](https://x.com/R_and_Invest/status/2020749900074668278)  2026-02-09T06:41Z [----] followers, [---] engagements


"Omg 😱 never seen this before a redaction by SS on $App were they coerced or sued or something"  
[X Link](https://x.com/R_and_Invest/status/2020755467082105007)  2026-02-09T07:03Z [----] followers, [---] engagements


"@JeffBezos @blueorigin Its time for you to come back - even if as Chief Growth Officer or AI Czar or AWS support engineer. Just [--] hours of your time. Stock will go up $500B and help fund Bluevirgin"  
[X Link](https://x.com/R_and_Invest/status/2020953169782768112)  2026-02-09T20:09Z [----] followers, [---] engagements


"I bet you people would be watching $ICHR and $AMKR earnings the most"  
[X Link](https://x.com/R_and_Invest/status/2020958808621842757)  2026-02-09T20:31Z [----] followers, [----] engagements


"$ZM @ericsyuan I hope no more lowering exercise prices on stock anymore. This is war. Bought a stock earlier today that I never imagined I would ever trade again. As always - never the chart pattern alone although it does have a great one going on right now. More to do with [--]. Pristine balance sheet [--]. High margins [--]. Small growth up-tick [--]. Relative strength Bought a stock earlier today that I never imagined I would ever trade again. As always - never the chart pattern alone although it does have a great one going on right now. More to do with [--]. Pristine balance sheet [--]. High margins 3."  
[X Link](https://x.com/R_and_Invest/status/2020978924889702696)  2026-02-09T21:51Z [----] followers, [---] engagements


"What he said 👇 $Alab $CRDO Credo is pre-announcing Q4 sales of $406M vs $340M estimate big beat. Likely positive readthrough for $ALAB Astera. Hyperscalers do not buy cables from Credo without also buying retimers and connectivity chips from Astera to manage data flow between servers. $CRDO Credo is pre-announcing Q4 sales of $406M vs $340M estimate big beat. Likely positive readthrough for $ALAB Astera. Hyperscalers do not buy cables from Credo without also buying retimers and connectivity chips from Astera to manage data flow between servers"  
[X Link](https://x.com/R_and_Invest/status/2020999371610046932)  2026-02-09T23:12Z [----] followers, [---] engagements


"@Nietschecapital @Nietschecapital AH It was sellside .weekly ad web traffic for $APP 5x higher than last month. Weeks dont matter as much but last two weeks stock came down biz went up"  
[X Link](https://x.com/R_and_Invest/status/2021014327076307052)  2026-02-10T00:12Z [----] followers, [---] engagements


"It was a BIG F U to a lot of generalist PMs who walked out of meetings telling mang why do I need to own this stock at $15 when its clearly going down / cyclical low margin biz. I was trying to tell them buy when no one buys and sell when guide w/ [--] handle (as they are right at beginning of a bull build cycle in Semis). Just because people manage $3B $15B they really have no clue on certain biz. This one outperformed every benchmark by [-----] bps since some of the roadshows/conferences last yr. Feeling vindicated and going to catch some sleep"  
[X Link](https://x.com/R_and_Invest/status/2021066953184641256)  2026-02-10T03:41Z [----] followers, [---] engagements


"Good history and background on CPU from all 7-8 players. Very long. Bottom line is CPUs are here to stay & buy $Mu Dram/Memory $Amd $Intc but both sold out/raising prices; $Arm massive secular tailwind ahead for them from $Meta $Nvda $Qcom $Nvda $Msft $Googl they are everywhere (not sure if competing against own customers makes sense). Takes a long time to read this but bottom line I simple. $Tsm $Amd $MU $Intc $Nvda and all Hyperscalers are big beneficiary. CPUs are Back: The Datacenter CPU Landscape in [----] RL and Agent Usage Context Memory Storage DRAM Pricing Impacts CPU Interconnect"  
[X Link](https://x.com/R_and_Invest/status/2021095007130878352)  2026-02-10T05:32Z [----] followers, [----] engagements


"@Costco at what point would @Citi @Citibank going to stop harrasing us"  
[X Link](https://x.com/R_and_Invest/status/2021276630187114544)  2026-02-10T17:34Z [----] followers, [---] engagements


"@HoriaManole Thank you for the attention to the matter. Retail / Core sales growth were the worst despite insane inflation (short term) from tariffs so I guess we shall find out. We are heading towards a collapse in JOLTS. Lets hope markets hold up"  
[X Link](https://x.com/R_and_Invest/status/2021349910713708735)  2026-02-10T22:25Z [----] followers, [--] engagements


"@DP3188144159988 By middle of the year they should be sold out until [----] could be a nice exit"  
[X Link](https://x.com/R_and_Invest/status/2021358356565533150)  2026-02-10T22:59Z [----] followers, [--] engagements


"Wow. fun to look back at these. Almost all of these stocks are up 40-100% Special attention to the ones highlighted in "green" $MKSI $UCTT $ONTO $COHU and $AMAT. #Semicap comp sheet #Semiconductors Forward P/E FRONT-END $ASML 40x $AMAT 24x $LRCX 29x $KLAC 30x $ACLS 20x Sub-system/Sub Contractors/Component $ENTG 26x $MKSI 17x $AEIS 31x $UCTT 20x $ICHR 60x BACK-END $TER 31x $ONTO 22x $FORM 32x $COHU na $AEHR na https://t.co/REd6lyqBj8 #Semicap comp sheet #Semiconductors Forward P/E FRONT-END $ASML 40x $AMAT 24x $LRCX 29x $KLAC 30x $ACLS 20x Sub-system/Sub Contractors/Component $ENTG 26x $MKSI"  
[X Link](https://x.com/R_and_Invest/status/2014059374214263253)  2026-01-21T19:35Z [----] followers, [----] engagements


"from Goldman trade desk. $IGV $SMH ".long semis vs short software is the single biggest dislocation in the US equity market place right now and is approaching a tipping point (from a positioning perspective). $CRWV +15% post $NVDA s $2b investment along with sharp moves higher in $NET and $DOCN are causing angst amongst the HF community this AM. We currently have significant covering on our trading desk across the space. Squeeze risk (for software and the overall market) remains very real. Our overall PB book (systematic + fundamental combined) shows gross exposure at 302% (100th percentile"  
[X Link](https://x.com/R_and_Invest/status/2015843863009939709)  2026-01-26T17:46Z [----] followers, [---] engagements


"@EnerTuition @Mxms_AI Cant see what May be you can spend time explaining fraud. Are the ebitda revenue or what numbers are fraud"  
[X Link](https://x.com/R_and_Invest/status/2018561576534692138)  2026-02-03T05:45Z [----] followers, [--] engagements


"Earnings today. Sorry missed the AM. but here are the numbers. Ignore NVO. They are in DKK. Rev/EBITDA/EPS expected. AM: $UBER: $14.3B/ $2.5B/ $0.81 $LLY: $18B/ $9B/ $7.1 $BSX: $5.3B/ $1.6B/ $0.77 $ABBV: $16.2B/ $7.7B/ $3.13 $CME: $1.6B/ $1.2B/ $2.78 $KMT: $524M/ $81M/ $0.38 $GEHC: $5.6B/ $1.1B/ $1.4 $VSH: $791M/ $64M/ $0.02 PM: $GOOGL: $111.3B/ $49.7B/ $2.84 $QCOM: $12.2B/ $4.7B/ $3.41 $ARM: $1.2B/ $0.5B/ $0.38 $SNAP: $1.7B/ $0.3B/ $0.1 $COHR: $1.6B/ $0.4B/ $1.18 $ORLY: $4.4B/ $1B/ $0.72 https://twitter.com/i/web/status/2019055950536364150 https://twitter.com/i/web/status/2019055950536364150"  
[X Link](https://x.com/R_and_Invest/status/2019055950536364150)  2026-02-04T14:30Z [----] followers, [----] engagements


"$GOOGL What an insane quarter. - Search grew 17% - Google Cloud grew 48% which was [----] bps higher than street expectations of 35% growth - EPS of $2.82 beat $2.63 by 7% - Capex of $175-185B up 100% from $91B. - Firing on all cylinders (Gemini 750M Users Youtube 🚀but most importantly Google Cloud $70B run rate growing 48%) The Patels visited the wrong mang to call 50% growth. LOL https://twitter.com/i/web/status/2019159453095063725 https://twitter.com/i/web/status/2019159453095063725"  
[X Link](https://x.com/R_and_Invest/status/2019159453095063725)  2026-02-04T21:21Z [----] followers, [----] engagements


"@Banana3Stocks Thats not a good thing sorry. $Msft is approaching $620B 👀w/$350B+ non OpenAI. $Googl is at $242B (GCP is 1/2 of AWS revenues) and $Amzn is at only $244B. Msft and Googl taking market share and GCP at least last Qtr crushed in bookings"  
[X Link](https://x.com/R_and_Invest/status/2019557163753173093)  2026-02-05T23:42Z [----] followers, 23.5K engagements


"I know people don't want to read anything when people warn. So I will just leave this chart to match the tweet one month ago. Please do your own DD. And Allocators. Good Luck. 👍 $ARES $OWL $KKR Allocators that allocated to PE shops and private credit funds are about to get laid off. Most banks would be de-regulated and they are going to come back to lending and the $Crwv and datacenters of the world are going to get cheaper credit while PE & credit shops are going to Allocators that allocated to PE shops and private credit funds are about to get laid off. Most banks would be de-regulated and"  
[X Link](https://x.com/R_and_Invest/status/2019770274170687635)  2026-02-06T13:48Z [----] followers, [---] engagements


"I dont think anyone especially Jassy who has underperformed almost all stocks since he took office can throw popcorn from cheap seats on $Nvda. There is a reason they are going to be sold out for next [--] months. Nvda and TPUs are not comparable to Amzn chips yet. May be $Avgo can help them bridge the gap. But GCP ex-AI bookings is really crushing it. They are booking 40-50% higher booking (ex AI) & revs are 1/2. Which means their book to bill almost 3x HIGHER ex-AI and btw $Amzn Book to bill ex-AI was impressive too at 1.3x. So now think how well did GCP did. I assumed $45-55B of $Googl $103B"  
[X Link](https://x.com/R_and_Invest/status/2020534196612235756)  2026-02-08T16:24Z [----] followers, [---] engagements


"@Vikings are the worst. @Grok which teams in NFLs history have never won Super Bowl SAM DARNOLD HAS ONE OF THE GREATEST REDEMPTION STORIES IN SPORTS HISTORY. Darnold was drafted 3rd overall by the #Jets in the worst situation possible. New York traded into Carolina which was an even worse option. Sam bounced around. He ended up in Minnesota and they got rid https://t.co/15OyCXRhY7 SAM DARNOLD HAS ONE OF THE GREATEST REDEMPTION STORIES IN SPORTS HISTORY. Darnold was drafted 3rd overall by the #Jets in the worst situation possible. New York traded into Carolina which was an even worse option."  
[X Link](https://x.com/R_and_Invest/status/2020748752408203444)  2026-02-09T06:37Z [----] followers, [---] engagements


"@zephyr_z9 Is it $GFS"  
[X Link](https://x.com/R_and_Invest/status/2020955261045965012)  2026-02-09T20:17Z [----] followers, [----] engagements


"@LogicalThesis 4Q26 200% YoY growth. 25% above consensus. Short Sellers were below Consensus calling for CoWOS cut. If you want to know where $CRDO $ALAB $LITE biz is heading the leading indicator is $ICHR $UCTT. The next step up in business is coming in a few quarters"  
[X Link](https://x.com/R_and_Invest/status/2020974897447788829)  2026-02-09T21:35Z [----] followers, [---] engagements


"$Tsm monthly sales are telling you - this is a very boooolish semi AI market"  
[X Link](https://x.com/R_and_Invest/status/2021227684676681846)  2026-02-10T14:20Z [----] followers, [---] engagements


"Most of the Phoenix AZ / SFO & NY PMs who didnt understand why to own $ICHR & were pretty rude to mang. Really from the bottom of my heart - GO F yourself 🤣. Like $TSM and $INTC have like [--] fabs coming and you guys have a hearing problem. Go get a Starkey hearing aid. 🤣🤣 @LogicalThesis It was a BIG F U to a lot of generalist PMs who walked out of meetings telling mang why do I need to own this stock at $15 when its clearly going down / cyclical low margin biz. I was trying to tell them buy when no one buys and sell when guide w/ [--] handle (as they are right at @LogicalThesis It was a BIG F"  
[X Link](https://x.com/R_and_Invest/status/2021248092276686877)  2026-02-10T15:41Z [----] followers, [---] engagements


"No please fire anyone thats asking for actual credit card number to change password when you send an OTP on phone after that. I literally shopped at @target today because @Costco @Citi @Citibank were terrible. Even though Jane is my favorite CEO her entire bench strength are complete idiots. https://twitter.com/i/web/status/2021278334160863582 https://twitter.com/i/web/status/2021278334160863582"  
[X Link](https://x.com/R_and_Invest/status/2021278334160863582)  2026-02-10T17:41Z [----] followers, [--] engagements


"Every co that has reported AH is red 🩸 IMO $Hood is probably the worst (near term) esp if #BTC hasnt bottomed and could bottom 20% down from here"  
[X Link](https://x.com/R_and_Invest/status/2021337633176301911)  2026-02-10T21:37Z [----] followers, [---] engagements


"Didnt realize how much $Mntn had dropped going into the print. Congrats if any longs still left @R_and_Invest $mntn up @R_and_Invest $mntn up"  
[X Link](https://x.com/R_and_Invest/status/2021413388161777888)  2026-02-11T02:38Z [----] followers, [---] engagements


"@Investor_NICK_ Where are you going to eat In Ny prices are reaching $70 per person. $Cmg people would beg them to not close stores. Inflation is insane everywhere"  
[X Link](https://x.com/R_and_Invest/status/2021435350024061199)  2026-02-11T04:05Z [----] followers, [---] engagements


"Clever arb: Flipkart (Amazon of India) sponsors Namibia's cricket team at the T20 World Cup. They don't operate in Namibia but Namibia is grouped with India Pakistan & USA so millions will watch these matches and the sponsorship was way cheaper. Clever arb: Flipkart (Amazon of India) sponsors Namibia's cricket team at the T20 World Cup. They don't operate in Namibia but Namibia is grouped with India Pakistan & USA so millions will watch these matches and the sponsorship was way cheaper"  
[X Link](https://x.com/R_and_Invest/status/2021652366781821380)  2026-02-11T18:27Z [----] followers, [---] engagements


"ERs tonight: Revs/EBITDA/EPS expectations. $APP: $1.6B/ $1.3B/ $3.01 $CSCO: $15.1B/ $5.8B/ $1.02 $MCD: $6.8B/ $3.7B/ $3.03 $GFL: $1665M/ $500M/ $0.13 $ALB: $1347M/ $235M/ $-0.15"  
[X Link](https://x.com/R_and_Invest/status/2021692013297410500)  2026-02-11T21:05Z [----] followers, [---] engagements


"$META Russia Whatsapp could impact 0.03% of revenue - it could be lost from this ban. Can we please move on to something more productive. $META $META"  
[X Link](https://x.com/R_and_Invest/status/2021744403698819135)  2026-02-12T00:33Z [----] followers, [---] engagements


"@SemiAnalysis_ burning $100K on Agentic AI & $100K on analyst time to publish $MU has no share in HBM4 $MU CEO - Inaccurate; Sold out; Can only meet 50% of customers demand; hitting 11.GM 🚀 Oops 🙊"  
[X Link](https://x.com/R_and_Invest/status/2021748160495071428)  2026-02-12T00:48Z [----] followers, [---] engagements


"Thats clearly not what $MU Mangement is saying when they talk about reaching 11gb/s and if you actually listen to the conf call he said very clearly INACCURATE REPORTING. Could not be more clear. Forget $Nvda or $Amd or $Avgo. He was direct that these guys (and Korean Media) have been wrong. The only other option is to sue people but might not do that because why waste energy when can get an extra DRAM wafer start. Again I would encourage you to listen to the call. https://twitter.com/i/web/status/2021775354608922878 https://twitter.com/i/web/status/2021775354608922878"  
[X Link](https://x.com/R_and_Invest/status/2021775354608922878)  2026-02-12T02:36Z [----] followers, [---] engagements


"@RangarajSrikan1 @SemiAnalysis_ When you assume you make an as. Lets just chill and the real earnings show up. Btw I just want to be clear Samsung is NOT at [--] and they have posted as their goal. They arent qualified because they are at 13"  
[X Link](https://x.com/R_and_Invest/status/2021778055912730706)  2026-02-12T02:47Z [----] followers, [--] engagements


"@Minnvestor Welcome to the club. After [--] investors surrounded Gayn my thumb rule is to run when hedgies & pod brain go bullish on $Aehr. What a mistake"  
[X Link](https://x.com/R_and_Invest/status/2021809830680485997)  2026-02-12T04:53Z [----] followers, [---] engagements


"$Googl $Tsla 👇 1M paid weekly. will turn into 1M paid daily in shorter time than most people think. I have a feeling in the next 5-10 years the idea of car ownership by most Urban dwellers will become a thing of the past. Between the cost of Parking financing maintenance and insurance. 1M paid weekly. will turn into 1M paid daily in shorter time than most people think. I have a feeling in the next 5-10 years the idea of car ownership by most Urban dwellers will become a thing of the past. Between the cost of Parking financing maintenance and insurance"  
[X Link](https://x.com/R_and_Invest/status/2021823890880971224)  2026-02-12T05:49Z [----] followers, [---] engagements


"$Amat beat but guide is where they crushed it. Revs $7.65B +/-$500M so roughly $8.1B is what they would do vs $7B consensus. $2.64 +/- $0.20 $2.28 More importantly guided CY26 to grow 20% for systems. Which means $24-25B+ in systems revenues + $7B Services biz so roughly $31-32B revs/$11.50 in EPS for Oct FYend2026. Thats $3B and $2 above consensus so a 20% beat for FY26 https://twitter.com/i/web/status/2022058877047787937 https://twitter.com/i/web/status/2022058877047787937"  
[X Link](https://x.com/R_and_Invest/status/2022058877047787937)  2026-02-12T21:22Z [----] followers, [---] engagements


"@DP3188144159988 $Amat ton of overlap with $Lrcx. Should be good for Semicaps"  
[X Link](https://x.com/R_and_Invest/status/2022067699522978090)  2026-02-12T21:58Z [----] followers, [--] engagements


"@TShirtnJeans2 @tightspreadz Its $0.20/Kwh and growing 20% in Taiwan $BE is at $0.10-$0.14/Kwh of which Nat gas say is $0.04/kwh then $0.20/Kwh for $Be energy box (and NOT growing 25%)"  
[X Link](https://x.com/R_and_Invest/status/2022077352025674194)  2026-02-12T22:36Z [----] followers, [---] engagements


"@InvestingRabbit @Midnight_Captl No I am done with all chips & battery operated things around my brain. May be its just me but I feel good now and for calls when on the road/in public I try use regular Apple EarPods"  
[X Link](https://x.com/R_and_Invest/status/2022175603143979232)  2026-02-13T05:06Z [----] followers, [--] engagements


"It's crazy that $ACLS has seen zero systems revenues from NAND in the last [--] 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 [----] followers, [---] engagements


"I asked @notebooklm to summarize @GavinSBaker podcast. Dang its NOT bad at all. And it didnt even hallucinate (as much as old models). If you have not watched it here's the link: https://youtu.be/cmUo4841KQwsi=MJ3-Dq-STdabrgM2 https://youtu.be/cmUo4841KQwsi=MJ3-Dq-STdabrgM2"  
[X Link](https://x.com/R_and_Invest/status/1998490188868366670)  2025-12-09T20:29Z [----] followers, 262.3K engagements


"Looking for software cos that did well today and had good volume $LMND $NOW $GTLB 🤯 $FIVN $DDOG $MELI $TENB $TEAM $HUBS $NET $DOCU $SE $FICO $HUBS $ZM $CRM $PANW Is this the bottom or should we wait until after Iran"  
[X Link](https://x.com/R_and_Invest/status/2014474358329319479)  2026-01-22T23:04Z [----] followers, [----] engagements


"One gone. Few left for us. $SKYT $GFS $MU $INTC"  
[X Link](https://x.com/R_and_Invest/status/2016171397702459764)  2026-01-27T15:28Z [----] followers, [----] engagements


"last time $Googl Cloud had $85-90B in backlog they said 50% of it would ship in [--] years (so $45B or more in [----] & 2026). $22.5B/yr. They did $56B in [----]. $240B & 50% of it would ship in [--] yrs. So $120B or more in [----] & [----] $60B/yr They will do.in [----]. 🤔 lol $GOOGL has a $240B cloud backlog and people are losing their shit over the capex spend.they can't build out fast enough lol $GOOGL has a $240B cloud backlog and people are losing their shit over the capex spend.they can't build out fast enough"  
[X Link](https://x.com/R_and_Invest/status/2019466634847551743)  2026-02-05T17:42Z [----] followers, [----] engagements


"It might be easier to understand seasonality with a model. Sorry too many earnings. Let me just quickly share: Product revs seq growth 4Q22 -0.9% 4Q23 -37% 4Q24 -15% 4Q25 25% (exception to their seasonality) 4Q is typically a terrible sequential growth quarter for $CRDO. You have to look at YoY. Almost always. https://twitter.com/i/web/status/2020976247464133091 https://twitter.com/i/web/status/2020976247464133091"  
[X Link](https://x.com/R_and_Invest/status/2020976247464133091)  2026-02-09T21:40Z [----] followers, [---] engagements


"a little bit of $Klac in my life a little bit of $Lrcx by my side a little bit of $Uctt is all I need a little bit of $Asml is what I see a little bit of $Amat in the sun and a little bit of $Ichr just for fun. A little bit of Alpha here I am a little bit of arm suppliers makes me your man. Should have said: a little bit of $Klac in my life a little bit of $Lrcx by my side a little bit of $Uctt is all I need a little bit of $Asml is what I see a little bit of $Amat in the sun and a little bit of $Ichr just for fun. A little bit of Alpha here I am a little bit Should have said: a little bit of"  
[X Link](https://x.com/R_and_Invest/status/2021245532900130929)  2026-02-10T15:31Z [----] followers, [----] engagements


"I hope you guys can look at the chart below on $ICHR $UCTT $KLAC $LRCX $ASML and the tweet below on 1st week of Nov. Most Semi analysts missed this Semicaps run. Now watch they will blow it off the top at some point in [----] and burn their investor. This just means money is going to flow to $LRCX $UCTT $AMAT $KLAC $ASML $ICHR $MKSI for next [--] months. Fundamentally. This just means money is going to flow to $LRCX $UCTT $AMAT $KLAC $ASML $ICHR $MKSI for next [--] months. Fundamentally"  
[X Link](https://x.com/R_and_Invest/status/2021247191377912162)  2026-02-10T15:37Z [----] followers, [----] engagements


"As wanky as @BillAckman gets on Twitter he has had a pretty good track record of buying it when others arent. Like $Googl $Nflx (generational bottom). Lets go $Amzn $Meta $Htz zzzzz Bill Ackman's Pershing Square declares new stakes in Amazon $AMZN Hertz $HTZ and $META. and then sold Chipotle $CMG and Nike $NKE Bill Ackman's Pershing Square declares new stakes in Amazon $AMZN Hertz $HTZ and $META. and then sold Chipotle $CMG and Nike $NKE"  
[X Link](https://x.com/R_and_Invest/status/2021646917114184056)  2026-02-11T18:06Z [----] followers, [----] engagements


"@jukan05 $MU CFO was very clear. Also reading in between the lines he also was saying there are some checks/news that want to support a certain "country" so no matter your research and knowledge I would trust $MU as they have history of executing and trustworthiness. My [--] cents"  
[X Link](https://x.com/R_and_Invest/status/2021722306968793098)  2026-02-11T23:05Z [----] followers, [----] engagements


"$MU for those who didnt listen to the call. @jukan05 $MU CFO was very clear. Also reading in between the lines he also was saying there are some checks/news that want to support a certain "country" so no matter your research and knowledge I would trust $MU as they have history of executing and trustworthiness. My [--] cents. @jukan05 $MU CFO was very clear. Also reading in between the lines he also was saying there are some checks/news that want to support a certain "country" so no matter your research and knowledge I would trust $MU as they have history of executing and trustworthiness. My 2"  
[X Link](https://x.com/R_and_Invest/status/2021736007499211059)  2026-02-12T00:00Z [----] followers, [----] engagements


"Live view of mang teams from $SMH $AMD $NVDA $MU $TSM $INTC $GFS $UCTT $ICHR $LRCX $ASML $KLAC $AMAT $ENTG WOW TRUMP AND XI MAY EXTEND CURRENT LOWER TARIFFS FOR UP TO A YEAR SCMP China may resume soybean purchases and tariffs could be rolled back further https://t.co/MH0RDSIRSV WOW TRUMP AND XI MAY EXTEND CURRENT LOWER TARIFFS FOR UP TO A YEAR SCMP China may resume soybean purchases and tariffs could be rolled back further https://t.co/MH0RDSIRSV"  
[X Link](https://x.com/R_and_Invest/status/2021738630444994604)  2026-02-12T00:10Z [----] followers, [---] engagements


"Wow ChatGpt has gotten Jensen Huang down. Its $Nvda world and we all $MU $Sndk living in it"  
[X Link](https://x.com/R_and_Invest/status/2021826490741272735)  2026-02-12T05:59Z [----] followers, [---] engagements


"No advice. No recommendation. Do your own due diligence"  
[X Link](https://x.com/anyuser/status/1942453352991973879)  2025-07-08T05:19Z [----] followers, 10.8K engagements


"@bucketshopcap lol how can any fundamental team value $Pltr. Your WACC has to be 6-7% and sales has to grow DD% for next [--] decades to reach $50B to get to $350B -$400B EV today. May be"  
[X Link](https://x.com/anyuser/status/1950011791863664866)  2025-07-29T01:53Z [----] followers, [----] engagements


"This is Buffett's letter in [----]. As it might related to what his thought process would be on $QQQ $SPY $NVDA $TSLA $PLTR $LRCX (yikes) $AMAT going into [----]. https://www.berkshirehathaway.com/1999ar/1999final.html https://www.berkshirehathaway.com/1999ar/1999final.html"  
[X Link](https://x.com/anyuser/status/1956390962441392336)  2025-08-15T16:22Z [----] followers, [----] engagements


"Ok so let me understand this. $Googl is getting what is being searched on @Google. BUT in addition to that it is capturing what people are searching on AI chat bots not just Gemini but ChatGPT Claude DeepSeek Grok and all other BS. And THAT query knowledge is bad for $Googl. $GOOGL Chris Camillo is short Google. His thesis is attached below around inflated search queries that are being indexed from AI bots Have never heard of this thesis before what do people think $GOOGL Chris Camillo is short Google. His thesis is attached below around inflated search queries that are being indexed from AI"  
[X Link](https://x.com/anyuser/status/1957505101331067087)  2025-08-18T18:09Z [----] followers, [----] engagements


"$Googl $META Signs $10 Billion+ Cloud Deal with Google - The Information $META Signs $10 Billion+ Cloud Deal with Google - The Information"  
[X Link](https://x.com/anyuser/status/1958680314852909314)  2025-08-21T23:59Z [----] followers, [---] engagements


"+22% since then. $Googl that was fast If you are shorting $GOOGL on this print of higher CAPEX I think you are totally mistaken. NOBODY spends an incremental $10B in capex because business is slow. NO BODY. https://t.co/6IZdf6H3gW If you are shorting $GOOGL on this print of higher CAPEX I think you are totally mistaken. NOBODY spends an incremental $10B in capex because business is slow. NO BODY. https://t.co/6IZdf6H3gW"  
[X Link](https://x.com/anyuser/status/1963755219348799709)  2025-09-05T00:05Z [----] followers, [----] engagements


"$SE Nice to see the market share by Shopee / others. From BOA/Cube Insights. Indonesia is 50% of SE Asia. Philippines Vietnam and Thailand are combined 40%. SE continues to do well in ecommerce. Not sure why Malaysia is highlighted second in the table its small vs. others in reality. While SE Asia GDP is growing 4-5% e-comm is growing 15%+. Should be fun to watch this co long term"  
[X Link](https://x.com/anyuser/status/1983206136091423144)  2025-10-28T16:16Z [----] followers, [----] engagements


"Dude please STOP and dont stoop this low. You dont understand how much @elonmusk has done for America & more importantly for the planet. Its painful to watch guys who have never provided jobs to people never paid $ billions in taxes or captured any amount of CO2 to mock his endorsement. I would beg steal and die to get his endorsement if I was running for office. Ask him for advice get his family office to open shop buy real estate get some of his megafactory/Datacanter or Neuralink investment in the city. I am not a New Yorker but I have lived there for months and I know NY deserves better"  
[X Link](https://x.com/anyuser/status/1985532188130230463)  2025-11-04T02:18Z [----] followers, [----] engagements


"This is absolutely wrong. Especially for $GOOGL and $AMZN. Understating depreciation by extending useful life of assets artificially boosts earnings -one of the more common frauds of the modern era. Massively ramping capex through purchase of Nvidia chips/servers on a 2-3 yr product cycle should not result in the extension of useful https://t.co/h0QkktMeUB Understating depreciation by extending useful life of assets artificially boosts earnings -one of the more common frauds of the modern era. Massively ramping capex through purchase of Nvidia chips/servers on a 2-3 yr product cycle should"  
[X Link](https://x.com/anyuser/status/1987969721468416441)  2025-11-10T19:44Z [----] followers, [---] engagements


"$Googl Breaks $289 and to $300"  
[X Link](https://x.com/anyuser/status/1989448133047447764)  2025-11-14T21:39Z [----] followers, [----] engagements


"@returnoncap No you dont know that for sure and Ted and these guys dont get to trade $4B on a $10B-15B mang. This has to be high up. May be someone who talks to Liu"  
[X Link](https://x.com/anyuser/status/1989485303594455541)  2025-11-15T00:07Z [----] followers, [----] 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/anyuser/status/1989793376729014470)  2025-11-15T20:31Z [----] followers, [----] engagements


"Why is $APP down FCF beat by 35% above consensus at $3.9B LY Most likely going to do $7B in FCF or +75% G and at 21x FCF"  
[X Link](https://x.com/R_and_Invest/status/2021702166164230375)  2026-02-11T21:45Z [----] followers, [----] engagements


"@hambinocapital Dont worry in the new AI market the algos never get it the first time. $MU was a short going into and after the print. $Net crashed before the print (despite Clawbot) only to recoup it all"  
[X Link](https://x.com/R_and_Invest/status/2022049965493940366)  2026-02-12T20:47Z [----] followers, [---] engagements


"@Midnight_Captl I just stopped using Bluetooth AirPods after [--] years. I cant believe how magical it feels. I dont think I would use any chip so close to my brain ever"  
[X Link](https://x.com/R_and_Invest/status/2022150908596134241)  2026-02-13T03:28Z [----] followers, [---] engagements


"$Amat leaping. MS and BOA ML went to $420 JPM upped PT to $400"  
[X Link](https://x.com/R_and_Invest/status/2022205461727183007)  2026-02-13T07:05Z [----] followers, [---] engagements


"$STRD holders looking at #BTC Either there is no more dividends or massive share issuance. Either way Preferred dividends is the worst form of investment $MSTR could have done. Now if they cancel these dividends boy its going to create some ruckus"  
[X Link](https://x.com/R_and_Invest/status/2019480813570765024)  2026-02-05T18:38Z [----] followers, [---] engagements


"$GOOGL GCP Backlog is $242B $AMZN AWS Backlog is $244B How"  
[X Link](https://x.com/R_and_Invest/status/2019545577625985244)  2026-02-05T22:56Z [----] followers, 55.4K engagements


"For anyone reading JP Morgans $App report while they appears bullish I want to point out their history: From $20 to $700 their rating has never changed 🤭"  
[X Link](https://x.com/R_and_Invest/status/2021813944349003891)  2026-02-12T05:09Z [----] followers, [----] engagements


"$App enough said"  
[X Link](https://x.com/R_and_Invest/status/2021830128435966037)  2026-02-12T06:14Z [----] followers, 13.1K engagements


"@bucketshopcap @BillAckman Did I say anything about his sale He has epic timing for bottom to buy. I could be wrong but have been following many trades since 2005-06. $Meta cant go up either is something I heard in 2H22 and you are right just like that time it did NOT go up for months. But 7x later"  
[X Link](https://x.com/R_and_Invest/status/2021978022619062704)  2026-02-12T16:01Z [----] followers, [--] engagements


"Damn $GOOGL has Gemini running Tasks. Makes you crazy productive"  
[X Link](https://x.com/R_and_Invest/status/2022406089338483173)  2026-02-13T20:22Z [----] followers, [---] engagements

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