[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.] #  @SKundojjala Sravan Kundojjala Sravan Kundojjala posts on X about asml, signals, $3436t, faster the most. They currently have XXXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::379092222/interactions)  - X Week XXXXXX +61% - X Month XXXXXXX -XX% - X Months XXXXXXXXX -XX% - X Year XXXXXXXXX +735% ### Mentions: X [#](/creator/twitter::379092222/posts_active)  - X Week XX +38% - X Month XX -X% - X Months XXX -XX% - X Year XXX +600% ### Followers: XXXXXX [#](/creator/twitter::379092222/followers)  - X Week XXXXXX +0.78% - X Month XXXXXX +3.30% - X Months XXXXXX +17% - X Year XXXXXX +60% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::379092222/influencer_rank)  ### Social Influence [#](/creator/twitter::379092222/influence) --- **Social category influence** [technology brands](/list/technology-brands) XXXX% [stocks](/list/stocks) XXXX% [finance](/list/finance) XXXX% [currencies](/list/currencies) XXXX% **Social topic influence** [asml](/topic/asml) 6.67%, [signals](/topic/signals) 3.33%, [$3436t](/topic/$3436t) 3.33%, [faster](/topic/faster) 3.33%, [$17b](/topic/$17b) 3.33%, [$11b](/topic/$11b) 3.33%, [$1b](/topic/$1b) 3.33%, [$500m](/topic/$500m) 3.33%, [$300m](/topic/$300m) 3.33%, [$camt](/topic/$camt) XXXX% **Top accounts mentioned or mentioned by** [@r_and_invest](/creator/undefined) [@beuvingjordy](/creator/undefined) [@samirkhazaka](/creator/undefined) [@a_grand_poobah](/creator/undefined) [@youaremy2001](/creator/undefined) [@opu61659893](/creator/undefined) **Top assets mentioned** [Camtek Ltd (CAMT)](/topic/$camt) ### Top Social Posts [#](/creator/twitter::379092222/posts) --- Top posts by engagements in the last XX hours "Raw wafer makers such as Siltronic Sumco and GlobalWafers lag X months behind their fab/IDM customers in sensing demand signals. They will only feel the down/up semi-cycle with a 6-month lag. Everyone in the chain is on their own lead time" [X Link](https://x.com/SKundojjala/status/1850594998821245360) [@SKundojjala](/creator/x/SKundojjala) 2024-10-27T17:46Z 15.6K followers, 16K engagements "Advanced packaging revenue grew faster than WFE revenue for WFE companies in FY24/CY24 AMAT: $1.7B vs $1.1B in FY23 Lam Research: $1B+ vs few hundred millions of dollars in CY23 KLA: $500M vs $300M in CY23 For AMAT HBM is 40%+ of advanced packaging revenue (6x+ y/y). For Lam HBM grew 3x+ y/y. For specialists Onto and Camtek advanced packaging is their majority of revenue" [X Link](https://x.com/SKundojjala/status/1874505633975943446) [@SKundojjala](/creator/x/SKundojjala) 2025-01-01T17:19Z 15.5K followers, 27.3K engagements "Renesas targets $1-$1.5B revenue from its software by 2030 driven by Altium acquisition. Altium offers PCB EDA software. Unlike traditional PCB EDA companies (Mentor and cadence) Renesas plans to leverage this to offer a cloud platform for board designers to promote its components like MCU PMIC and SoCs" [X Link](https://x.com/SKundojjala/status/1940071027494854716) [@SKundojjala](/creator/x/SKundojjala) 2025-07-01T15:32Z 15.5K followers, 2460 engagements "ASML 3Q25 - Revenue down -X% q/q & up X% y/y to 7.52B (below mid pt guidance); CY25 on track for XX% growth - Implied CY26 will be flat to up; 32-33B backlog exiting 3Q25; Near XXX% coverage for CY26 (at flat growth) - Net bookings down -X% q/q but up XXX% y/y to 5.4B; EUV booking up XX% q/q; DUV down -44%; Memory up XXX% q/q" [X Link](https://x.com/SKundojjala/status/1978341853511499972) [@SKundojjala](/creator/x/SKundojjala) 2025-10-15T06:07Z 15.5K followers, 57.6K engagements "TSMC 3Q25: Revenue GM and OPM high-end guidance. 3Q25 vs 3Q24:Revenue: $33.09B (+10% q/q & +41% y/y) Gross Margin: XXXX% (57.8%) Operating Margin: XXXX% (47.5%) CapEx: $9.7B (+51%) Wafer Shipments: XXXXX m (+22%) Wafer ASP: $7040 (+15%)" [X Link](https://x.com/SKundojjala/status/1978700473545753079) [@SKundojjala](/creator/x/SKundojjala) 2025-10-16T05:52Z 15.5K followers, 19.1K engagements "All end markets up DD% q/q. Smartphones drove $1.8B incremental rev while HPC drove almost $0.8B. Smartphone drove XX% of incremental rev and up XX% q/q and XX% y/y. Auto all-time-high for the 3nd straight quarter" [X Link](https://x.com/SKundojjala/status/1978701567864737796) [@SKundojjala](/creator/x/SKundojjala) 2025-10-16T05:56Z 15.6K followers, 6942 engagements "Overseas GM dilution X% in 2H25; for CY25 1-2% dilution vs prior 2-4%. 2-3% in early stage and 3-4% in later stages" [X Link](https://x.com/SKundojjala/status/1978705109736440115) [@SKundojjala](/creator/x/SKundojjala) 2025-10-16T06:10Z 15.5K followers, XXX engagements "AI demand remains strong. CY25 capex $40-$42B vs prior $38-$42B. XX% on advanced nodes 10-20% speciality 10-20% advanced packaging testing mask making and others" [X Link](https://x.com/SKundojjala/status/1978705505783587177) [@SKundojjala](/creator/x/SKundojjala) 2025-10-16T06:12Z 15.5K followers, XXX engagements "Advanced packaging now approaching XX% of total revenue. On Intel foundry competition says it's a good customer for leading-edge" [X Link](https://x.com/SKundojjala/status/1978718302768640053) [@SKundojjala](/creator/x/SKundojjala) 2025-10-16T07:03Z 15.5K followers, XXX engagements "Summary - Revenue/GM/OPM all above guidance for Q3; Q4 guidance better than expected - Gross margin strength is commendable despite multiple headwinds - Raises CY25 revenue guidance to mid-30s - Raises CY25 capex windows to 40-42B vs 38-42B" [X Link](https://x.com/SKundojjala/status/1978718926268760223) [@SKundojjala](/creator/x/SKundojjala) 2025-10-16T07:05Z 15.5K followers, 1708 engagements "TSMC's N3 (3nm) is on track to outperform N5 and N7 in terms of first X years of cumulative revenue. N3 will have XX% higher vs N5 while N5 had XX% higher vs N7. Despite N3 outperformance it remains to be seen whether it can beat N5 revenue peak (this year)" [X Link](https://x.com/SKundojjala/status/1979213381656605029) [@SKundojjala](/creator/x/SKundojjala) 2025-10-17T15:50Z 15.6K followers, 9853 engagements "Nanya 3Q25 - Continued DDR4 supply constraints drove mid-20s % q/q bit shipment growth - Revenue up XX% q/q and XXX% y/y to $660M (in USD terms); XXXX percentage points of GM improvement q/q - QDec bit shipments will be at the same levels QSep with potential for slight q/q growth - DDR4 and LPDDR4 will continue to be major products for a longer duration - 8GB DDR4 is a sweet spot for many consumer applications; consumer XX% of revenue - Y/Y bit shipment growth in 2026 will be challenging due to high 2025 baseline" [X Link](https://x.com/SKundojjala/status/1977690794136854711) [@SKundojjala](/creator/x/SKundojjala) 2025-10-13T11:00Z 15.5K followers, 5644 engagements "- CY26 monthly bit shipments are expected to stay within a range of plus or minus XX% of the current high point - CY25 bit shipment guidance lifted to XX% from XX% in QSep (3rd upward revision this yr). - CY25 Capex guidance reduced by XX% for CY25 (vs QJun guidance) - CY26 capex to remain low; wafer capacity to remain similar to CY25 (65k wafers/month). - No major capacity increase until the new fab is ready in 2027; Equipment installation is planned to happen from 2Q27 for a new fab" [X Link](https://x.com/SKundojjala/status/1977690911867085133) [@SKundojjala](/creator/x/SKundojjala) 2025-10-13T11:00Z 15.5K followers, 1323 engagements "While ASML says bookings are not a good proxy for next year revenue there are some trends. 2026 revenue is probably locked by bookings from mid 2024 to mid 2025 and plus some carry overs. With lead time of 12-18 months 6Q lag between revenue and bookings have better correlation than 4Q lag. Recent quarter trends point to a narrowed gap between X quarter and X quarter lag meaning shorter order to revenue" [X Link](https://x.com/SKundojjala/status/1979593478574072108) [@SKundojjala](/creator/x/SKundojjala) 2025-10-18T17:00Z 15.6K followers, 7733 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.]
@SKundojjala Sravan Kundojjala
Sravan Kundojjala posts on X about asml, signals, $3436t, faster the most. They currently have XXXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.
Engagements: XXX #
- X Week XXXXXX +61%
- X Month XXXXXXX -XX%
- X Months XXXXXXXXX -XX%
- X Year XXXXXXXXX +735%
Mentions: X #
- X Week XX +38%
- X Month XX -X%
- X Months XXX -XX%
- X Year XXX +600%
Followers: XXXXXX #
- X Week XXXXXX +0.78%
- X Month XXXXXX +3.30%
- X Months XXXXXX +17%
- X Year XXXXXX +60%
CreatorRank: XXXXXXXXX #
Social Influence #
Social category influence technology brands XXXX% stocks XXXX% finance XXXX% currencies XXXX%
Social topic influence asml 6.67%, signals 3.33%, $3436t 3.33%, faster 3.33%, $17b 3.33%, $11b 3.33%, $1b 3.33%, $500m 3.33%, $300m 3.33%, $camt XXXX%
Top accounts mentioned or mentioned by @r_and_invest @beuvingjordy @samirkhazaka @a_grand_poobah @youaremy2001 @opu61659893
Top assets mentioned Camtek Ltd (CAMT)
Top Social Posts #
Top posts by engagements in the last XX hours
"Raw wafer makers such as Siltronic Sumco and GlobalWafers lag X months behind their fab/IDM customers in sensing demand signals. They will only feel the down/up semi-cycle with a 6-month lag. Everyone in the chain is on their own lead time"
X Link @SKundojjala 2024-10-27T17:46Z 15.6K followers, 16K engagements
"Advanced packaging revenue grew faster than WFE revenue for WFE companies in FY24/CY24 AMAT: $1.7B vs $1.1B in FY23 Lam Research: $1B+ vs few hundred millions of dollars in CY23 KLA: $500M vs $300M in CY23 For AMAT HBM is 40%+ of advanced packaging revenue (6x+ y/y). For Lam HBM grew 3x+ y/y. For specialists Onto and Camtek advanced packaging is their majority of revenue"
X Link @SKundojjala 2025-01-01T17:19Z 15.5K followers, 27.3K engagements
"Renesas targets $1-$1.5B revenue from its software by 2030 driven by Altium acquisition. Altium offers PCB EDA software. Unlike traditional PCB EDA companies (Mentor and cadence) Renesas plans to leverage this to offer a cloud platform for board designers to promote its components like MCU PMIC and SoCs"
X Link @SKundojjala 2025-07-01T15:32Z 15.5K followers, 2460 engagements
"ASML 3Q25 - Revenue down -X% q/q & up X% y/y to 7.52B (below mid pt guidance); CY25 on track for XX% growth - Implied CY26 will be flat to up; 32-33B backlog exiting 3Q25; Near XXX% coverage for CY26 (at flat growth) - Net bookings down -X% q/q but up XXX% y/y to 5.4B; EUV booking up XX% q/q; DUV down -44%; Memory up XXX% q/q"
X Link @SKundojjala 2025-10-15T06:07Z 15.5K followers, 57.6K engagements
"TSMC 3Q25: Revenue GM and OPM high-end guidance. 3Q25 vs 3Q24:Revenue: $33.09B (+10% q/q & +41% y/y) Gross Margin: XXXX% (57.8%) Operating Margin: XXXX% (47.5%) CapEx: $9.7B (+51%) Wafer Shipments: XXXXX m (+22%) Wafer ASP: $7040 (+15%)"
X Link @SKundojjala 2025-10-16T05:52Z 15.5K followers, 19.1K engagements
"All end markets up DD% q/q. Smartphones drove $1.8B incremental rev while HPC drove almost $0.8B. Smartphone drove XX% of incremental rev and up XX% q/q and XX% y/y. Auto all-time-high for the 3nd straight quarter"
X Link @SKundojjala 2025-10-16T05:56Z 15.6K followers, 6942 engagements
"Overseas GM dilution X% in 2H25; for CY25 1-2% dilution vs prior 2-4%. 2-3% in early stage and 3-4% in later stages"
X Link @SKundojjala 2025-10-16T06:10Z 15.5K followers, XXX engagements
"AI demand remains strong. CY25 capex $40-$42B vs prior $38-$42B. XX% on advanced nodes 10-20% speciality 10-20% advanced packaging testing mask making and others"
X Link @SKundojjala 2025-10-16T06:12Z 15.5K followers, XXX engagements
"Advanced packaging now approaching XX% of total revenue. On Intel foundry competition says it's a good customer for leading-edge"
X Link @SKundojjala 2025-10-16T07:03Z 15.5K followers, XXX engagements
"Summary - Revenue/GM/OPM all above guidance for Q3; Q4 guidance better than expected - Gross margin strength is commendable despite multiple headwinds - Raises CY25 revenue guidance to mid-30s - Raises CY25 capex windows to 40-42B vs 38-42B"
X Link @SKundojjala 2025-10-16T07:05Z 15.5K followers, 1708 engagements
"TSMC's N3 (3nm) is on track to outperform N5 and N7 in terms of first X years of cumulative revenue. N3 will have XX% higher vs N5 while N5 had XX% higher vs N7. Despite N3 outperformance it remains to be seen whether it can beat N5 revenue peak (this year)"
X Link @SKundojjala 2025-10-17T15:50Z 15.6K followers, 9853 engagements
"Nanya 3Q25 - Continued DDR4 supply constraints drove mid-20s % q/q bit shipment growth - Revenue up XX% q/q and XXX% y/y to $660M (in USD terms); XXXX percentage points of GM improvement q/q - QDec bit shipments will be at the same levels QSep with potential for slight q/q growth - DDR4 and LPDDR4 will continue to be major products for a longer duration - 8GB DDR4 is a sweet spot for many consumer applications; consumer XX% of revenue - Y/Y bit shipment growth in 2026 will be challenging due to high 2025 baseline"
X Link @SKundojjala 2025-10-13T11:00Z 15.5K followers, 5644 engagements
"- CY26 monthly bit shipments are expected to stay within a range of plus or minus XX% of the current high point - CY25 bit shipment guidance lifted to XX% from XX% in QSep (3rd upward revision this yr). - CY25 Capex guidance reduced by XX% for CY25 (vs QJun guidance) - CY26 capex to remain low; wafer capacity to remain similar to CY25 (65k wafers/month). - No major capacity increase until the new fab is ready in 2027; Equipment installation is planned to happen from 2Q27 for a new fab"
X Link @SKundojjala 2025-10-13T11:00Z 15.5K followers, 1323 engagements
"While ASML says bookings are not a good proxy for next year revenue there are some trends. 2026 revenue is probably locked by bookings from mid 2024 to mid 2025 and plus some carry overs. With lead time of 12-18 months 6Q lag between revenue and bookings have better correlation than 4Q lag. Recent quarter trends point to a narrowed gap between X quarter and X quarter lag meaning shorter order to revenue"
X Link @SKundojjala 2025-10-18T17:00Z 15.6K followers, 7733 engagements