[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: XXX [#](/creator/twitter::1204134753324142594/interactions)  - X Week XXXXXX -XX% - X Month XXXXXXX -XX% - X Months XXXXXXXXX +91% - X Year XXXXXXXXX +35% ### Mentions: X [#](/creator/twitter::1204134753324142594/posts_active)  - X Week XX -XX% - X Month XX -XX% - X Months XXX +45% - X Year XXX -XX% ### Followers: XXXXXX [#](/creator/twitter::1204134753324142594/followers)  - X Week XXXXXX +0.37% - X Month XXXXXX +2.40% - X Months XXXXXX +27% - X Year XXXXXX +50% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1204134753324142594/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) XXXXX% [finance](/list/finance) XXXXX% [technology brands](/list/technology-brands) XX% **Social topic influence** [ai](/topic/ai) 26.67%, [$nvda](/topic/$nvda) #2625, [$52b](/topic/$52b) #1, [$200b](/topic/$200b) #10, [$gev](/topic/$gev) 6.67%, [target](/topic/target) 6.67%, [$22b](/topic/$22b) 6.67%, [$18b](/topic/$18b) 6.67%, [$135b](/topic/$135b) 6.67%, [$4b](/topic/$4b) XXXX% **Top accounts mentioned or mentioned by** [@sadmetrorider](/creator/undefined) [@techbball](/creator/undefined) [@xai](/creator/undefined) [@mf_camillus](/creator/undefined) [@vikramskr](/creator/undefined) [@iamfabian](/creator/undefined) [@stone_maison_](/creator/undefined) [@ousvyatsky](/creator/undefined) [@straightcash385](/creator/undefined) [@stockstormx](/creator/undefined) [@geekvsmachine](/creator/undefined) **Top assets mentioned** [NVIDIA Corp. (NVDA)](/topic/$nvda) [GE Vernova Inc. (GEV)](/topic/$gev) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Marvell Technology Inc (MRVL)](/topic/$mrvl) [Oracle Corporation (ORCL)](/topic/$orcl) [Verisign, Inc. (VRSN)](/topic/$vrsn) [Fabrinet (FN)](/topic/$fn) [Ciena Corporation (CIEN)](/topic/$cien) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Lumentum Holdings Inc. Common Stock (LITE)](/topic/$lite) ### Top Social Posts Top posts by engagements in the last XX hours "$GEV boosts outlook thru 2028. Power infrastructure shortages multi-year lead times and even stronger end demand due to AI are making a difference. Rev target $52B in 2028 ex-Prolec. Consensus is already $52B but will be seen as more conservative. - EBITDA margin XX% vs 18.4%. Cumulative FCF $22B+ vs $18B cons. - This is an important point. GEV expects $200B backlog by end of '28 vs $135B today. That means total book-to-bill will be 1.4x over the next X years since bookings will exceed revenue by $65B thru 2028. So visibility will still be high in '28 if they executes. - XX GW total combined" [X Link](https://x.com/ResearchQf/status/1998522235674345863) 2025-12-09T22:36Z 18K followers, 20.5K engagements "$MRVL mentioned winning X "emerging hyperscaler" XPUs during its Custom Silicon Webinar. Have been narrowing the pool also but GF Securities comment about @xai and $ORCL might be valid (but want further confirmation). Identities of several new $AVGO customers are reasonably well understood and Hock has mentioned conditions wrt customers AVGO is willing to work with. That leaves a pretty small pool of emerging hyperscalers. ORCL and xAI are in that small pool" [X Link](https://x.com/ResearchQf/status/1937368037591499187) 2025-06-24T04:31Z 18K followers, 34K engagements "Everyone wants alpha. Few know how to manufacture it. After X months my quant team has cracked the code for a new asset management paradigm. We are launching a family of X ETFs. The strategy "Diversified Dual-Factor Arbitrage." The lineup: 🤖 AIOV: Long AI / Short Value 🏭 VOAI: Long Value / Short AI 🥇 RLEC: Long Gold / Short DXY 💵 BUCK: Long DXY / Short Gold 🏦 PRIM: Long IG / Short HY 🗑 JNKR: Long HY / Short IG ⚛ SHOR: Long Quantum / Short Crypto 🚀 HODQ: Long Crypto / Short Quantum In X years we anticipate the survivors will show a +47% CAGR. The losers We will wind them down quietly on" [X Link](https://x.com/ResearchQf/status/1997069916382679360) 2025-12-05T22:25Z 18K followers, 71.6K engagements "$200B backlog (and resulting high book-to-bill ratio) was meant to be the focus of the post. But to be clearer GEV's updated revenue guide excludes "the impact of the acquisition of the remaining XX% stake of Prolec GE and any related financing which is expected to close by mid-2026." Some but not all analysts already incorporated Prolec in their 2028 estimates. So $52B guide ex-Prolec vs $52B consensus is somewhat apple to orange. On an apple to apple basis new guide is above consensus" [X Link](https://x.com/ResearchQf/status/1998755528911077662) 2025-12-10T14:03Z 18K followers, 1455 engagements "$NVDA H200 (Semafor)" [X Link](https://x.com/ResearchQf/status/1998090645966381415) 2025-12-08T18:01Z 18K followers, 7902 engagements "1) A reminder how actually insane the runup to 2000 dotcom peak really was. $VRSN peaked at 300x P/T12M rev. $JDSU $PMCS hit 100x. Remember ART Tech 180x. $ZICA (Chinese text entry on handsets) 700x. With 10-30% corrections every M or X as 100's stocks rose 50x 100x or " [X Link](https://x.com/ResearchQf/status/1663956754533580820) 2023-05-31T17:12Z 18K followers, 134.4K engagements "1) $FN is the first major interconnect supplier to report. Beat & guided to a big CQ4. $1.075B vs $0.98B cons and on the bright side of the ledger even today. The X segments discussed prior posts all contributed to upside. Datacom DCI and HPC. Largely 1.6T for $NVDA BW Ultra new DCI programs for $CIEN (including CWDM/DWDM) $AMZN HPC (Trainium). "All three of those look to be very strong. DCI it's been a fantastic set of products for us and customers. Of course datacom is great for everybody and then HPC." 200G EMLs are still constrained for 1.6T. Not surprising but also not bad for $LITE who" [X Link](https://x.com/ResearchQf/status/1985731583400108282) 2025-11-04T15:31Z 18K followers, 32.6K engagements "1) If you care about AI technologies listen to $LITE at UBS last night. OCS (optical circuit switchs) alone is still an eye-opener for most investors. Sure $100M of high incremental margin revenues late next year is great but that's just the start. As LITE says TAM is far greater. $100M is barely 1000 units. "The demand numbers that we're seeing from OCS are numbers that we simply can't meet."" [X Link](https://x.com/ResearchQf/status/1996654779158712733) 2025-12-04T18:56Z 18K followers, 47.2K engagements "Latest FOMC dot plot. Median path is only a XX bp cut in 2026 and XX bp more in 2027. Dispersion is huge. Check out Miran's dot for next year. Powell's term ends next May. Hassett's comments will matter much more if he is nominated (70% on Polymarket). Fed funds futures are now pricing just over X cuts in 2026. That seems low. Powell is a hero" [X Link](https://x.com/ResearchQf/status/1998834395067650100) 2025-12-10T19:17Z 18K followers, 6027 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: XXX #
- X Week XXXXXX -XX%
- X Month XXXXXXX -XX%
- X Months XXXXXXXXX +91%
- X Year XXXXXXXXX +35%
Mentions: X #
- X Week XX -XX%
- X Month XX -XX%
- X Months XXX +45%
- X Year XXX -XX%
Followers: XXXXXX #
- X Week XXXXXX +0.37%
- X Month XXXXXX +2.40%
- X Months XXXXXX +27%
- X Year XXXXXX +50%
CreatorRank: XXXXXXXXX #
Social Influence
Social category influence stocks XXXXX% finance XXXXX% technology brands XX%
Social topic influence ai 26.67%, $nvda #2625, $52b #1, $200b #10, $gev 6.67%, target 6.67%, $22b 6.67%, $18b 6.67%, $135b 6.67%, $4b XXXX%
Top accounts mentioned or mentioned by @sadmetrorider @techbball @xai @mf_camillus @vikramskr @iamfabian @stone_maison_ @ousvyatsky @straightcash385 @stockstormx @geekvsmachine
Top assets mentioned NVIDIA Corp. (NVDA) GE Vernova Inc. (GEV) Broadcom, Inc. (AVGO) Marvell Technology Inc (MRVL) Oracle Corporation (ORCL) Verisign, Inc. (VRSN) Fabrinet (FN) Ciena Corporation (CIEN) Amazon.com, Inc. (AMZN) Alphabet Inc Class A (GOOGL) Lumentum Holdings Inc. Common Stock (LITE)
Top Social Posts
Top posts by engagements in the last XX hours
"$GEV boosts outlook thru 2028. Power infrastructure shortages multi-year lead times and even stronger end demand due to AI are making a difference. Rev target $52B in 2028 ex-Prolec. Consensus is already $52B but will be seen as more conservative. - EBITDA margin XX% vs 18.4%. Cumulative FCF $22B+ vs $18B cons. - This is an important point. GEV expects $200B backlog by end of '28 vs $135B today. That means total book-to-bill will be 1.4x over the next X years since bookings will exceed revenue by $65B thru 2028. So visibility will still be high in '28 if they executes. - XX GW total combined"
X Link 2025-12-09T22:36Z 18K followers, 20.5K engagements
"$MRVL mentioned winning X "emerging hyperscaler" XPUs during its Custom Silicon Webinar. Have been narrowing the pool also but GF Securities comment about @xai and $ORCL might be valid (but want further confirmation). Identities of several new $AVGO customers are reasonably well understood and Hock has mentioned conditions wrt customers AVGO is willing to work with. That leaves a pretty small pool of emerging hyperscalers. ORCL and xAI are in that small pool"
X Link 2025-06-24T04:31Z 18K followers, 34K engagements
"Everyone wants alpha. Few know how to manufacture it. After X months my quant team has cracked the code for a new asset management paradigm. We are launching a family of X ETFs. The strategy "Diversified Dual-Factor Arbitrage." The lineup: 🤖 AIOV: Long AI / Short Value 🏭 VOAI: Long Value / Short AI 🥇 RLEC: Long Gold / Short DXY 💵 BUCK: Long DXY / Short Gold 🏦 PRIM: Long IG / Short HY 🗑 JNKR: Long HY / Short IG ⚛ SHOR: Long Quantum / Short Crypto 🚀 HODQ: Long Crypto / Short Quantum In X years we anticipate the survivors will show a +47% CAGR. The losers We will wind them down quietly on"
X Link 2025-12-05T22:25Z 18K followers, 71.6K engagements
"$200B backlog (and resulting high book-to-bill ratio) was meant to be the focus of the post. But to be clearer GEV's updated revenue guide excludes "the impact of the acquisition of the remaining XX% stake of Prolec GE and any related financing which is expected to close by mid-2026." Some but not all analysts already incorporated Prolec in their 2028 estimates. So $52B guide ex-Prolec vs $52B consensus is somewhat apple to orange. On an apple to apple basis new guide is above consensus"
X Link 2025-12-10T14:03Z 18K followers, 1455 engagements
"$NVDA H200 (Semafor)"
X Link 2025-12-08T18:01Z 18K followers, 7902 engagements
"1) A reminder how actually insane the runup to 2000 dotcom peak really was. $VRSN peaked at 300x P/T12M rev. $JDSU $PMCS hit 100x. Remember ART Tech 180x. $ZICA (Chinese text entry on handsets) 700x. With 10-30% corrections every M or X as 100's stocks rose 50x 100x or "
X Link 2023-05-31T17:12Z 18K followers, 134.4K engagements
"1) $FN is the first major interconnect supplier to report. Beat & guided to a big CQ4. $1.075B vs $0.98B cons and on the bright side of the ledger even today. The X segments discussed prior posts all contributed to upside. Datacom DCI and HPC. Largely 1.6T for $NVDA BW Ultra new DCI programs for $CIEN (including CWDM/DWDM) $AMZN HPC (Trainium). "All three of those look to be very strong. DCI it's been a fantastic set of products for us and customers. Of course datacom is great for everybody and then HPC." 200G EMLs are still constrained for 1.6T. Not surprising but also not bad for $LITE who"
X Link 2025-11-04T15:31Z 18K followers, 32.6K engagements
"1) If you care about AI technologies listen to $LITE at UBS last night. OCS (optical circuit switchs) alone is still an eye-opener for most investors. Sure $100M of high incremental margin revenues late next year is great but that's just the start. As LITE says TAM is far greater. $100M is barely 1000 units. "The demand numbers that we're seeing from OCS are numbers that we simply can't meet.""
X Link 2025-12-04T18:56Z 18K followers, 47.2K engagements
"Latest FOMC dot plot. Median path is only a XX bp cut in 2026 and XX bp more in 2027. Dispersion is huge. Check out Miran's dot for next year. Powell's term ends next May. Hassett's comments will matter much more if he is nominated (70% on Polymarket). Fed funds futures are now pricing just over X cuts in 2026. That seems low. Powell is a hero"
X Link 2025-12-10T19:17Z 18K followers, 6027 engagements