[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.] #  @ResearchQf QF Research There is no news or social post specifically about QF Research. The provided tweets appear to be about other companies and economic data, including MP Materials, LITE, and CPI core data. No information is available about QF Research. ### Engagements: XXXXX [#](/creator/twitter::1204134753324142594/interactions)  - X Week XXXXXX +88% - X Month XXXXXXX -XX% - X Months XXXXXXXXX +1.40% - X Year XXXXXXXXX +13% ### Mentions: X [#](/creator/twitter::1204134753324142594/posts_active)  - X Week XXX +148% - X Month XXX +70% - X Months XXX +7.20% - X Year XXX -XXXX% ### Followers: XXXXXX [#](/creator/twitter::1204134753324142594/followers)  - X Week XXXXXX +1.60% - X Month XXXXXX +4.20% - X Months XXXXXX +23% - X Year XXXXXX +42% ### CreatorRank: XXXXXXX [#](/creator/twitter::1204134753324142594/influencer_rank)  ### Social Influence [#](/creator/twitter::1204134753324142594/influence) --- **Social category influence** [stocks](/list/stocks) [technology brands](/list/technology-brands) [finance](/list/finance) [cryptocurrencies](/list/cryptocurrencies) [currencies](/list/currencies) **Social topic influence** [open ai](/topic/open-ai), [stocks](/topic/stocks), [$wdc](/topic/$wdc), [$stx](/topic/$stx), [$sndk](/topic/$sndk), [$mu](/topic/$mu), [$tsm](/topic/$tsm), [token](/topic/token), [$nvda](/topic/$nvda), [$8604t](/topic/$8604t) **Top assets mentioned** [Western Digital Corp (WDC)](/topic/$wdc) [Stacks (STX)](/topic/$stx) [Sandisk Corporation Common Stock (SNDK)](/topic/$sndk) [Micron Technology, Inc. (MU)](/topic/$mu) [Taiwan Semiconductor (TSM)](/topic/$tsm) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Coherent Inc (COHR)](/topic/$cohr) [Lumentum Holdings Inc. Common Stock (LITE)](/topic/$lite) [Alibaba Group (BABA)](/topic/$baba) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Apple, Inc. (AAPL)](/topic/$aapl) [Microsoft Corp. (MSFT)](/topic/$msft) [Dell Technologies, Inc. (DELL)](/topic/$dell) ### Top Social Posts [#](/creator/twitter::1204134753324142594/posts) --- Top posts by engagements in the last XX hours "1) Hon Hai takes baton from smaller ODMs on schedule. If you missed earnings call HH guided AI servers as much as XXX% Q/Q or potentially 4x Q/Q. Nomura after visiting HH on 8/15 during tech tour: HH observes its CSP clients are "desperate" to get more GB200s and would not want to wait for GB300. GB300 ramp smoother than GB200 which isn't new. This is beyond July monthlies and certain temporary GB200 to GB300 transitions at smaller ODMs where demand is not an issue. Orders were stronger everywhere. This has yet to be fully absorbed and reported by analysts but that's already rolling this" [X Link](https://x.com/ResearchQf/status/1957196875825586362) [@ResearchQf](/creator/x/ResearchQf) 2025-08-17T21:44Z 16.6K followers, 44.6K engagements "1) $COHR risk/reward improved IT and I rotated a part of LITE back into COHR. It's still a smaller position. $LITE almost tripled past year and outperformed COHR 2.2x. For good reasons. LITE was and still is better positioned across a range of current and future interconnect technologies & products. As a result LITE's forward earnings cons rose 30%. COHR's forward cons was almost flat after last X Q's. But based on data today COHR numbers also have greater upside vs downside while valuation compressed. LITE also became much too big in the portfolio but that's portfolio dependent" [X Link](https://x.com/ResearchQf/status/1968799164902367237) [@ResearchQf](/creator/x/ResearchQf) 2025-09-18T22:07Z 16.6K followers, 28.8K engagements "8) One more data point before some local press releases. $BABA has done well. Take a look at its capex ramp in just reported Q and forward comments. No wonder H20 orders were widely reported to have picked up last month. And $GDS (9698 HK) benefited with a big run despite exposure to ASEAN data centers" [X Link](https://x.com/ResearchQf/status/1893805791213216180) [@ResearchQf](/creator/x/ResearchQf) 2025-02-23T23:31Z 16.6K followers, 10.9K engagements "If some of this talk about increasing orders from @OpenAI partners (plus higher CSP4 capex and some incremental sovereigns into 2026) as well as continued supply improvements are real . Should hear more soon if valid. Hon Hai AI servers were slightly disappointing in June but they should & need to improve significantly through 2H. Have to deconvolve large companies like Hon Hai more carefully. Apr up big MoM wasn't about AI. Neither was May down MoM" [X Link](https://x.com/ResearchQf/status/1952367118617379233) [@ResearchQf](/creator/x/ResearchQf) 2025-08-04T13:52Z 16.6K followers, 31.5K engagements "1) $WDC moved to Top Pick last night by MS after mgmt meetings replacing $STX. WDC & STX also presented at Citi today. All consistent with HDD & eSSD storage bull cases discussed since spring whether top pick or not. "Growing signs that data generation - primarily via AI images/videos - is inflecting with $GOOGL's AI video program Flow already surpassing 100M AI videos in just X months." "Despite significant outperformance (both stocks are now up XXX% YTD) HDD's remain the most attractive short-and-longer term investment opportunity in our HW coverage." WDC at Citi today. Seeing growth" [X Link](https://x.com/ResearchQf/status/1963360462780678387) [@ResearchQf](/creator/x/ResearchQf) 2025-09-03T21:56Z 16.6K followers, 8724 engagements "1) $TSM beat & raised and looks good enough. GM was esp impressive given FX concerns. Q3 XXXX% vs XXXX% cons and Q4 guide almost X% higher at XX% vs XXXX% cons. But AI comments stood out. I don't recall TSM talking tokens so much. Similar to $NVDA's recent comments. - Token growth is exponential and (implied doubling) almost every X months - TSM gave prior guide for AI growth in the mid-40's but implied that will be higher and will "share with you in next year so that when we have a very better clear picture. - TSM is looking at "all the demand and look at our capacity expansion we need -" [X Link](https://x.com/ResearchQf/status/1978804140554768546) [@ResearchQf](/creator/x/ResearchQf) 2025-10-16T12:44Z 16.6K followers, 16.8K engagements "2) Token growth comments aren't super incremental. $GOOGL Gemini from 480T to 980T and now 1300T tokens in just months and well over 50x Y/Y And there's no sign of slowing. Gemini X appears amazing but still yet to drop. 1st inning image & video models are quite recent. Exponentials aren't that intuitive" [X Link](https://x.com/ResearchQf/status/1978805552235814959) [@ResearchQf](/creator/x/ResearchQf) 2025-10-16T12:49Z 16.6K followers, 3259 engagements "4) $STX & $WDC kept going up and more than doubled since first "overbought" with 80's RSI. They are finally correcting after being more extended than ever in history. Don't know if today tomorrow next W or Q but they will likely be buys or adds soon" [X Link](https://x.com/ResearchQf/status/1980402507487801806) [@ResearchQf](/creator/x/ResearchQf) 2025-10-20T22:35Z 16.6K followers, 5760 engagements "Quanta and Wistron monthly revenue thru April if haven't seen. You prob saw Hon Hai $TSM and others. Quanta was +27% M/M in Mar to a new high but -XX% M/M in Apr. Wistron +48% in Mar but -XX% in Apr to a still a high level. If only saw March was that good for $NVDA racks Not necessarily. March GB200 shipments improved but these companies are in all sorts of non-AI supply chains. HH is a huge supplier for $AAPL. Or e.g. Quanta shipped 4.9M NBs in Mar vs 3.1M in Feb due to pull-ins. Wistron shipped 1.9M vs 1.5M. Non-AI servers etc. Some thought Apr down M/M was bad for AI systems. Not" [X Link](https://x.com/ResearchQf/status/1921996540320870638) [@ResearchQf](/creator/x/ResearchQf) 2025-05-12T18:30Z 16.6K followers, 3197 engagements "1) $NVDA is more likely have bigger upside(s) than usual by Jan Q. Based on a pretty broad set of data points. It's also not impossible that Oct Q could also be quite decent. Given NVL run rate by Q4 one week in timing could mean over +/- $3B. But timing won't matter if NVDA DC rev has larger than usual midpoint for combined Oct + Jan Q vs $101B DC cons for that period. This is independent bottoms up & top down build. I.e. most sell side models look more conservative than typical. There's always a spread could be wrong but my midpoint is higher than normal vs expectations. Subject to quick" [X Link](https://x.com/ResearchQf/status/1963223293021901104) [@ResearchQf](/creator/x/ResearchQf) 2025-09-03T12:51Z 16.6K followers, 21.1K engagements "1) Mainstream DRAM and NAND spot prices were up XX% last night alone. DDR5 spot just doubled. I've never seen this before. $MU and SK Hynix almost doubled since local bearish peak for DRAM & HBM in Aug. Large parts of buy & sell-side as well as Fintwit. Do math for "commodity" DRAM margins. Assume spot goes sideways and contract (which lags spot) catches up. If XXX price/50 cost = XX% GM. XXX price/50 cost = XX% GM (). It's not surprising every time I turn around any incremental price negotiations for HBM3e and HBM4 sound better. Have discussed varying fungibility timeframes between DDR and" [X Link](https://x.com/ResearchQf/status/1980402502391812351) [@ResearchQf](/creator/x/ResearchQf) 2025-10-20T22:35Z 16.6K followers, 89.2K engagements "3) $SNDK up 2.8x & Kioxia up 2.7x since this post. I'd mentioned that if one had payed close attention sharp improvement in NAND was clear earlier. X of top X stocks YTD in S&P XXX is storage or memory. If SNDK had spun off earlier would be X of top 5" [X Link](https://x.com/ResearchQf/status/1980402506040823997) [@ResearchQf](/creator/x/ResearchQf) 2025-10-20T22:35Z 16.6K followers, 6185 engagements "1) Traveling the west coast. Here for high level AI overviews and application anecdotes rather than infra. One anecdote. Several decent musicians I know were shocked by Suno music we generated real time. One texted "This is shocking This will shake up the music industry industry" Wait til 2027. I love music but have little talent but we created what almost seemed like new genres by blending different eras regions and classes of music" [X Link](https://x.com/ResearchQf/status/1981770860165050422) [@ResearchQf](/creator/x/ResearchQf) 2025-10-24T17:12Z 16.6K followers, 22.9K 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.]
@ResearchQf QF Research
There is no news or social post specifically about QF Research. The provided tweets appear to be about other companies and economic data, including MP Materials, LITE, and CPI core data. No information is available about QF Research.
Engagements: XXXXX #
- X Week XXXXXX +88%
- X Month XXXXXXX -XX%
- X Months XXXXXXXXX +1.40%
- X Year XXXXXXXXX +13%
Mentions: X #
- X Week XXX +148%
- X Month XXX +70%
- X Months XXX +7.20%
- X Year XXX -XXXX%
Followers: XXXXXX #
- X Week XXXXXX +1.60%
- X Month XXXXXX +4.20%
- X Months XXXXXX +23%
- X Year XXXXXX +42%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence stocks technology brands finance cryptocurrencies currencies
Social topic influence open ai, stocks, $wdc, $stx, $sndk, $mu, $tsm, token, $nvda, $8604t
Top assets mentioned Western Digital Corp (WDC) Stacks (STX) Sandisk Corporation Common Stock (SNDK) Micron Technology, Inc. (MU) Taiwan Semiconductor (TSM) NVIDIA Corp. (NVDA) Coherent Inc (COHR) Lumentum Holdings Inc. Common Stock (LITE) Alibaba Group (BABA) Alphabet Inc Class A (GOOGL) Apple, Inc. (AAPL) Microsoft Corp. (MSFT) Dell Technologies, Inc. (DELL)
Top Social Posts #
Top posts by engagements in the last XX hours
"1) Hon Hai takes baton from smaller ODMs on schedule. If you missed earnings call HH guided AI servers as much as XXX% Q/Q or potentially 4x Q/Q. Nomura after visiting HH on 8/15 during tech tour: HH observes its CSP clients are "desperate" to get more GB200s and would not want to wait for GB300. GB300 ramp smoother than GB200 which isn't new. This is beyond July monthlies and certain temporary GB200 to GB300 transitions at smaller ODMs where demand is not an issue. Orders were stronger everywhere. This has yet to be fully absorbed and reported by analysts but that's already rolling this"
X Link @ResearchQf 2025-08-17T21:44Z 16.6K followers, 44.6K engagements
"1) $COHR risk/reward improved IT and I rotated a part of LITE back into COHR. It's still a smaller position. $LITE almost tripled past year and outperformed COHR 2.2x. For good reasons. LITE was and still is better positioned across a range of current and future interconnect technologies & products. As a result LITE's forward earnings cons rose 30%. COHR's forward cons was almost flat after last X Q's. But based on data today COHR numbers also have greater upside vs downside while valuation compressed. LITE also became much too big in the portfolio but that's portfolio dependent"
X Link @ResearchQf 2025-09-18T22:07Z 16.6K followers, 28.8K engagements
"8) One more data point before some local press releases. $BABA has done well. Take a look at its capex ramp in just reported Q and forward comments. No wonder H20 orders were widely reported to have picked up last month. And $GDS (9698 HK) benefited with a big run despite exposure to ASEAN data centers"
X Link @ResearchQf 2025-02-23T23:31Z 16.6K followers, 10.9K engagements
"If some of this talk about increasing orders from @OpenAI partners (plus higher CSP4 capex and some incremental sovereigns into 2026) as well as continued supply improvements are real . Should hear more soon if valid. Hon Hai AI servers were slightly disappointing in June but they should & need to improve significantly through 2H. Have to deconvolve large companies like Hon Hai more carefully. Apr up big MoM wasn't about AI. Neither was May down MoM"
X Link @ResearchQf 2025-08-04T13:52Z 16.6K followers, 31.5K engagements
"1) $WDC moved to Top Pick last night by MS after mgmt meetings replacing $STX. WDC & STX also presented at Citi today. All consistent with HDD & eSSD storage bull cases discussed since spring whether top pick or not. "Growing signs that data generation - primarily via AI images/videos - is inflecting with $GOOGL's AI video program Flow already surpassing 100M AI videos in just X months." "Despite significant outperformance (both stocks are now up XXX% YTD) HDD's remain the most attractive short-and-longer term investment opportunity in our HW coverage." WDC at Citi today. Seeing growth"
X Link @ResearchQf 2025-09-03T21:56Z 16.6K followers, 8724 engagements
"1) $TSM beat & raised and looks good enough. GM was esp impressive given FX concerns. Q3 XXXX% vs XXXX% cons and Q4 guide almost X% higher at XX% vs XXXX% cons. But AI comments stood out. I don't recall TSM talking tokens so much. Similar to $NVDA's recent comments. - Token growth is exponential and (implied doubling) almost every X months - TSM gave prior guide for AI growth in the mid-40's but implied that will be higher and will "share with you in next year so that when we have a very better clear picture. - TSM is looking at "all the demand and look at our capacity expansion we need -"
X Link @ResearchQf 2025-10-16T12:44Z 16.6K followers, 16.8K engagements
"2) Token growth comments aren't super incremental. $GOOGL Gemini from 480T to 980T and now 1300T tokens in just months and well over 50x Y/Y And there's no sign of slowing. Gemini X appears amazing but still yet to drop. 1st inning image & video models are quite recent. Exponentials aren't that intuitive"
X Link @ResearchQf 2025-10-16T12:49Z 16.6K followers, 3259 engagements
"4) $STX & $WDC kept going up and more than doubled since first "overbought" with 80's RSI. They are finally correcting after being more extended than ever in history. Don't know if today tomorrow next W or Q but they will likely be buys or adds soon"
X Link @ResearchQf 2025-10-20T22:35Z 16.6K followers, 5760 engagements
"Quanta and Wistron monthly revenue thru April if haven't seen. You prob saw Hon Hai $TSM and others. Quanta was +27% M/M in Mar to a new high but -XX% M/M in Apr. Wistron +48% in Mar but -XX% in Apr to a still a high level. If only saw March was that good for $NVDA racks Not necessarily. March GB200 shipments improved but these companies are in all sorts of non-AI supply chains. HH is a huge supplier for $AAPL. Or e.g. Quanta shipped 4.9M NBs in Mar vs 3.1M in Feb due to pull-ins. Wistron shipped 1.9M vs 1.5M. Non-AI servers etc. Some thought Apr down M/M was bad for AI systems. Not"
X Link @ResearchQf 2025-05-12T18:30Z 16.6K followers, 3197 engagements
"1) $NVDA is more likely have bigger upside(s) than usual by Jan Q. Based on a pretty broad set of data points. It's also not impossible that Oct Q could also be quite decent. Given NVL run rate by Q4 one week in timing could mean over +/- $3B. But timing won't matter if NVDA DC rev has larger than usual midpoint for combined Oct + Jan Q vs $101B DC cons for that period. This is independent bottoms up & top down build. I.e. most sell side models look more conservative than typical. There's always a spread could be wrong but my midpoint is higher than normal vs expectations. Subject to quick"
X Link @ResearchQf 2025-09-03T12:51Z 16.6K followers, 21.1K engagements
"1) Mainstream DRAM and NAND spot prices were up XX% last night alone. DDR5 spot just doubled. I've never seen this before. $MU and SK Hynix almost doubled since local bearish peak for DRAM & HBM in Aug. Large parts of buy & sell-side as well as Fintwit. Do math for "commodity" DRAM margins. Assume spot goes sideways and contract (which lags spot) catches up. If XXX price/50 cost = XX% GM. XXX price/50 cost = XX% GM (). It's not surprising every time I turn around any incremental price negotiations for HBM3e and HBM4 sound better. Have discussed varying fungibility timeframes between DDR and"
X Link @ResearchQf 2025-10-20T22:35Z 16.6K followers, 89.2K engagements
"3) $SNDK up 2.8x & Kioxia up 2.7x since this post. I'd mentioned that if one had payed close attention sharp improvement in NAND was clear earlier. X of top X stocks YTD in S&P XXX is storage or memory. If SNDK had spun off earlier would be X of top 5"
X Link @ResearchQf 2025-10-20T22:35Z 16.6K followers, 6185 engagements
"1) Traveling the west coast. Here for high level AI overviews and application anecdotes rather than infra. One anecdote. Several decent musicians I know were shocked by Suno music we generated real time. One texted "This is shocking This will shake up the music industry industry" Wait til 2027. I love music but have little talent but we created what almost seemed like new genres by blending different eras regions and classes of music"
X Link @ResearchQf 2025-10-24T17:12Z 16.6K followers, 22.9K engagements