[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.] #  @SaItinerant RandomItinerantSA RandomItinerantSA posts on X about $mrvl, $apa, future, categories the most. They currently have XXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::1229687316018393094/interactions)  - X Week XXXXX +312% - X Month XXXXXX +125% - X Months XXXXXX +319% - X Year XXXXXX +91% ### Mentions: XX [#](/creator/twitter::1229687316018393094/posts_active)  - X Week X -XX% - X Month XX -XX% - X Months XXX +171% - X Year XXX +57% ### Followers: XXX [#](/creator/twitter::1229687316018393094/followers)  - X Week XXX +2.20% - X Month XXX +9.20% - X Months XXX +35% - X Year XXX +48% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1229687316018393094/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) [stocks](/list/stocks) [technology brands](/list/technology-brands) [currencies](/list/currencies) [countries](/list/countries) [cryptocurrencies](/list/cryptocurrencies) **Social topic influence** [$mrvl](/topic/$mrvl) #31, [$apa](/topic/$apa) #18, [future](/topic/future), [categories](/topic/categories) #306, [$kos](/topic/$kos), [$glng](/topic/$glng), [market cap](/topic/market-cap), [investment](/topic/investment), [if you](/topic/if-you), [kos](/topic/kos) **Top accounts mentioned or mentioned by** [@nuggetcapital](/creator/undefined) [@marketplunger1](/creator/undefined) [@gringoinvesting](/creator/undefined) [@jenstilmanydots](/creator/undefined) [@pandawatch88](/creator/undefined) [@thelonginvest](/creator/undefined) [@valuenotdeadyet](/creator/undefined) [@businesscycle](/creator/undefined) [@tmtbreakout](/creator/undefined) [@thenorthernh](/creator/undefined) [@benbajarin](/creator/undefined) [@votebrucenl](/creator/undefined) [@hfiresearch](/creator/undefined) [@rks2305](/creator/undefined) [@minnvestor](/creator/undefined) [@erennyager](/creator/undefined) [@irajoseph](/creator/undefined) [@michaelxpettis](/creator/undefined) [@ericnuttall](/creator/undefined) [@usaenergynatgas](/creator/undefined) **Top assets mentioned** [Marvell Technology Inc (MRVL)](/topic/$mrvl) [APA Corp (US) (APA)](/topic/$apa) [Kosmos Energy Ltd. (KOS)](/topic/$kos) [Golar LNG Ltd (GLNG)](/topic/$glng) [Murphy Oil Corp. (MUR)](/topic/$mur) [AAR Corp. (AIR)](/topic/$air) [Lumentum Holdings Inc. Common Stock (LITE)](/topic/$lite) [Coherent Inc (COHR)](/topic/$cohr) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Samsunspor Fan Token (SAM)](/topic/$sam) ### Top Social Posts Top posts by engagements in the last XX hours "The bull thesis for Kosmos $KOS in a nutshell: "Therefore at a $XX Brent price Kosmos can generate $XXX billion in FCF over the next XXX years. That is equivalent to XXX times its market cap or around XX% of its EV." From the article linked here:" [X Link](https://x.com/SaItinerant/status/1990468287596249549) 2025-11-17T17:13Z XXX followers, 2164 engagements "@100xCompounding Offshore oil names in general had a very good day. E.g. $APA +6% $TALO +4.5% $MUR +5% while the oil E&P ETF $XOP was "only" up +2.5%" [X Link](https://x.com/SaItinerant/status/1996521769499607144) 2025-12-04T10:07Z XXX followers, XX engagements "@TheNorthernH Yes. It seems to be already happening to some extent in some of the most heavily shorted oil stocks e.g. $APA" [X Link](https://x.com/SaItinerant/status/1997821254792052783) 2025-12-08T00:11Z XXX followers, XXX engagements "More bearish noise on Marvell $MRVL: made up garbage directly contradicting what the CEO said on the latest ER which implied 1) MRVL is doing AWS's next gen Trainium X chip and 2) No change in MRVL's role designing & making MSFT's custom chip which launches in 2027:" [X Link](https://x.com/SaItinerant/status/1998024609304854807) 2025-12-08T13:39Z XXX followers, 2749 engagements "Sensational breaking news from Marvell $MRVL at the Barclays conference today: COO Chris Koopmans revealed that **every day** he is in contact with the customers of his competitors trying to win their business Now let's see The Information write a story about that :)" [X Link](https://x.com/SaItinerant/status/1998858566837604596) 2025-12-10T20:53Z XXX followers, XXX engagements "@TheNorthernH Kosmos is a special situation since they've had a major setback in production level in one of their oilfields (Jubilee in offshore Ghana) which is hurting their current & future outlook. Seems fixable though and if they recover it and oil goes a bit higher - will be big winner" [X Link](https://x.com/SaItinerant/status/1997963111127777485) 2025-12-08T09:35Z XXX followers, XX engagements "@TheNorthernH By the way since you specialize in Nordic I'm interested to know your view on Svenska Staal $SSAB. I'm long that one together with Salzgitter $SZG and Airbus $AIR as a thematic bet on Euro defense spending" [X Link](https://x.com/SaItinerant/status/1997965809982042191) 2025-12-08T09:45Z XXX followers, XXX engagements "Coherent $COHR & Lumentum $LITE are my X smaller bets in AI datacenter infrastructure alongside a much bigger bet on $MRVL. Picked them up in the tariffs selloff in April; both multi-baggers since then with continuing explosive growth runways. Nice intro to both in this video:" [X Link](https://x.com/SaItinerant/status/1998096917520371808) 2025-12-08T18:26Z XXX followers, XXX engagements "The ER comments also implied MRVL is doing AWS future Trainium X chip (2mn) too. This doesn't preclude AWS dual sourcing these chips with their in house custom chip team (helped by Alchip) the other source. But the XX% custom chip growth forecast implies MRVL getting most of it" [X Link](https://x.com/SaItinerant/status/1998026213772996741) 2025-12-08T13:45Z XXX followers, XXX engagements "As for analysts reactions the only high caliber analyst covering Marvell is JPM's Harlan Sur. He remained bullish after the ER raising his PT to $130" [X Link](https://x.com/SaItinerant/status/1998026681802797265) 2025-12-08T13:47Z XXX followers, XXX engagements "BTW this isn't the fist time someone has claimed that Marvell was losing MSFTs custom chip program to Broadcom. The Cantor Fitzgerald analyst claimed this last year and later admitted he was wrong with a groveling retraction. #monkeyidiots" [X Link](https://x.com/SaItinerant/status/1998029141057425410) 2025-12-08T13:57Z XXX followers, XXX engagements "@BenBajarin @erennyager "TR3 still only XPU attach IO" - Their role in TR3 & TR4 is much debated and unclear at present it seems. Previously they counted TR as an XPU win. An analyst should simply ask them "is the next gen TR still an XPU for you or now an XPU-attach"" [X Link](https://x.com/SaItinerant/status/1998787125978992874) 2025-12-10T16:09Z XXX followers, XX engagements "@BenBajarin @erennyager No need to make assumptions MRVL mgmt has no excuse not to clarify this explicitly if asked since they previously said Trainium (TR2) was an XPU win for them. Just simply a matter of asking them" [X Link](https://x.com/SaItinerant/status/1998789734630600724) 2025-12-10T16:19Z XXX followers, XX engagements "@BenBajarin @erennyager Thanks for the explanation. But since MRVL is using XPU and XPU-attach as X separate categories they should be able to say which one their next gen TR belongs to. And sounds like they should clarify more on how they distinguish these X categories in general" [X Link](https://x.com/SaItinerant/status/1998796869254914432) 2025-12-10T16:48Z XXX followers, XX engagements "@BenBajarin @erennyager In recent presentations they do use XPU and XPU-attach as different categories e.g. they mention the new wins they have in each of these. Regarding their role in MSFT vs AWS I get your point. The main concern re AWS is if their role is more limited in next gen than TR2" [X Link](https://x.com/SaItinerant/status/1998799636820348968) 2025-12-10T16:59Z XXX followers, XX engagements "@pandawatch88 This is cool. Western co's should copy this. I'm long Boston Beer $SAM they should send me some beers :)" [X Link](https://x.com/SaItinerant/status/1998872223415939424) 2025-12-10T21:47Z XXX followers, XX engagements "@pandawatch88 Looking beyond the megacaps $ATAT and $TME both satisfy these criteria (two of my picks)" [X Link](https://x.com/SaItinerant/status/1999086603009196050) 2025-12-11T11:59Z XXX followers, XX 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.]
@SaItinerant RandomItinerantSA
RandomItinerantSA posts on X about $mrvl, $apa, future, categories the most. They currently have XXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.
Engagements: XXX #
- X Week XXXXX +312%
- X Month XXXXXX +125%
- X Months XXXXXX +319%
- X Year XXXXXX +91%
Mentions: XX #
- X Week X -XX%
- X Month XX -XX%
- X Months XXX +171%
- X Year XXX +57%
Followers: XXX #
- X Week XXX +2.20%
- X Month XXX +9.20%
- X Months XXX +35%
- X Year XXX +48%
CreatorRank: XXXXXXXXX #
Social Influence
Social category influence finance stocks technology brands currencies countries cryptocurrencies
Social topic influence $mrvl #31, $apa #18, future, categories #306, $kos, $glng, market cap, investment, if you, kos
Top accounts mentioned or mentioned by @nuggetcapital @marketplunger1 @gringoinvesting @jenstilmanydots @pandawatch88 @thelonginvest @valuenotdeadyet @businesscycle @tmtbreakout @thenorthernh @benbajarin @votebrucenl @hfiresearch @rks2305 @minnvestor @erennyager @irajoseph @michaelxpettis @ericnuttall @usaenergynatgas
Top assets mentioned Marvell Technology Inc (MRVL) APA Corp (US) (APA) Kosmos Energy Ltd. (KOS) Golar LNG Ltd (GLNG) Murphy Oil Corp. (MUR) AAR Corp. (AIR) Lumentum Holdings Inc. Common Stock (LITE) Coherent Inc (COHR) Alphabet Inc Class A (GOOGL) Broadcom, Inc. (AVGO) Samsunspor Fan Token (SAM)
Top Social Posts
Top posts by engagements in the last XX hours
"The bull thesis for Kosmos $KOS in a nutshell: "Therefore at a $XX Brent price Kosmos can generate $XXX billion in FCF over the next XXX years. That is equivalent to XXX times its market cap or around XX% of its EV." From the article linked here:"
X Link 2025-11-17T17:13Z XXX followers, 2164 engagements
"@100xCompounding Offshore oil names in general had a very good day. E.g. $APA +6% $TALO +4.5% $MUR +5% while the oil E&P ETF $XOP was "only" up +2.5%"
X Link 2025-12-04T10:07Z XXX followers, XX engagements
"@TheNorthernH Yes. It seems to be already happening to some extent in some of the most heavily shorted oil stocks e.g. $APA"
X Link 2025-12-08T00:11Z XXX followers, XXX engagements
"More bearish noise on Marvell $MRVL: made up garbage directly contradicting what the CEO said on the latest ER which implied 1) MRVL is doing AWS's next gen Trainium X chip and 2) No change in MRVL's role designing & making MSFT's custom chip which launches in 2027:"
X Link 2025-12-08T13:39Z XXX followers, 2749 engagements
"Sensational breaking news from Marvell $MRVL at the Barclays conference today: COO Chris Koopmans revealed that every day he is in contact with the customers of his competitors trying to win their business Now let's see The Information write a story about that :)"
X Link 2025-12-10T20:53Z XXX followers, XXX engagements
"@TheNorthernH Kosmos is a special situation since they've had a major setback in production level in one of their oilfields (Jubilee in offshore Ghana) which is hurting their current & future outlook. Seems fixable though and if they recover it and oil goes a bit higher - will be big winner"
X Link 2025-12-08T09:35Z XXX followers, XX engagements
"@TheNorthernH By the way since you specialize in Nordic I'm interested to know your view on Svenska Staal $SSAB. I'm long that one together with Salzgitter $SZG and Airbus $AIR as a thematic bet on Euro defense spending"
X Link 2025-12-08T09:45Z XXX followers, XXX engagements
"Coherent $COHR & Lumentum $LITE are my X smaller bets in AI datacenter infrastructure alongside a much bigger bet on $MRVL. Picked them up in the tariffs selloff in April; both multi-baggers since then with continuing explosive growth runways. Nice intro to both in this video:"
X Link 2025-12-08T18:26Z XXX followers, XXX engagements
"The ER comments also implied MRVL is doing AWS future Trainium X chip (2mn) too. This doesn't preclude AWS dual sourcing these chips with their in house custom chip team (helped by Alchip) the other source. But the XX% custom chip growth forecast implies MRVL getting most of it"
X Link 2025-12-08T13:45Z XXX followers, XXX engagements
"As for analysts reactions the only high caliber analyst covering Marvell is JPM's Harlan Sur. He remained bullish after the ER raising his PT to $130"
X Link 2025-12-08T13:47Z XXX followers, XXX engagements
"BTW this isn't the fist time someone has claimed that Marvell was losing MSFTs custom chip program to Broadcom. The Cantor Fitzgerald analyst claimed this last year and later admitted he was wrong with a groveling retraction. #monkeyidiots"
X Link 2025-12-08T13:57Z XXX followers, XXX engagements
"@BenBajarin @erennyager "TR3 still only XPU attach IO" - Their role in TR3 & TR4 is much debated and unclear at present it seems. Previously they counted TR as an XPU win. An analyst should simply ask them "is the next gen TR still an XPU for you or now an XPU-attach""
X Link 2025-12-10T16:09Z XXX followers, XX engagements
"@BenBajarin @erennyager No need to make assumptions MRVL mgmt has no excuse not to clarify this explicitly if asked since they previously said Trainium (TR2) was an XPU win for them. Just simply a matter of asking them"
X Link 2025-12-10T16:19Z XXX followers, XX engagements
"@BenBajarin @erennyager Thanks for the explanation. But since MRVL is using XPU and XPU-attach as X separate categories they should be able to say which one their next gen TR belongs to. And sounds like they should clarify more on how they distinguish these X categories in general"
X Link 2025-12-10T16:48Z XXX followers, XX engagements
"@BenBajarin @erennyager In recent presentations they do use XPU and XPU-attach as different categories e.g. they mention the new wins they have in each of these. Regarding their role in MSFT vs AWS I get your point. The main concern re AWS is if their role is more limited in next gen than TR2"
X Link 2025-12-10T16:59Z XXX followers, XX engagements
"@pandawatch88 This is cool. Western co's should copy this. I'm long Boston Beer $SAM they should send me some beers :)"
X Link 2025-12-10T21:47Z XXX followers, XX engagements
"@pandawatch88 Looking beyond the megacaps $ATAT and $TME both satisfy these criteria (two of my picks)"
X Link 2025-12-11T11:59Z XXX followers, XX engagements