# ![@TBU12345678 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1349795460.png) @TBU12345678 TBU

Several tech companies have recently reported earnings, with some experiencing significant reactions. $SMCI and $TXN have made headlines with their quarterly performances, with $SMCI's miss and $TXN's bookings being notable mentions. The semiconductor sector seems to be under scrutiny, with many stocks experiencing volatility.

### Engagements: [-----] [#](/creator/twitter::1349795460/interactions)
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- [--] Week [-------] -46%
- [--] Month [-------] +47%
- [--] Months [---------] -16%
- [--] Year [---------] +2,222%

### Mentions: [--] [#](/creator/twitter::1349795460/posts_active)
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- [--] Week [--] +16%
- [--] Month [---] +91%
- [--] Months [---] -14%
- [--] Year [---] +296%

### Followers: [-----] [#](/creator/twitter::1349795460/followers)
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- [--] Week [-----] +1.30%
- [--] Month [-----] +8.20%
- [--] Months [-----] +46%
- [--] Year [-----] +626%

### CreatorRank: [-------] [#](/creator/twitter::1349795460/influencer_rank)
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### Social Influence

**Social category influence**
[stocks](/list/stocks)  63.57% [technology brands](/list/technology-brands)  45.74% [finance](/list/finance)  15.5% [countries](/list/countries)  9.3% [cryptocurrencies](/list/cryptocurrencies)  6.2% [currencies](/list/currencies)  3.88% [financial services](/list/financial-services)  #2661 [social networks](/list/social-networks)  1.55% [automotive brands](/list/automotive-brands)  0.78% [exchanges](/list/exchanges)  0.78%

**Social topic influence**
[$nvda](/topic/$nvda) #977, [nvda](/topic/nvda) #275, [$mu](/topic/$mu) #69, [$aapl](/topic/$aapl) #139, [$dell](/topic/$dell) #4, [dell](/topic/dell) #409, [$avgo](/topic/$avgo) #51, [ai](/topic/ai) 6.98%, [$amd](/topic/$amd) #491, [china](/topic/china) 6.2%

**Top accounts mentioned or mentioned by**
[@evrgn11112231](/creator/undefined) [@cousingraig](/creator/undefined) [@chairliftcap](/creator/undefined) [@jukan05](/creator/undefined) [@alex_intel_](/creator/undefined) [@alexintel](/creator/undefined) [@kairospraxis](/creator/undefined) [@viggykrishnan](/creator/undefined) [@rwang07](/creator/undefined) [@semianalysis](/creator/undefined) [@tenreirodaniel](/creator/undefined) [@srasgon](/creator/undefined) [@fabknowledge](/creator/undefined) [@stevehou](/creator/undefined) [@contrariancurse](/creator/undefined) [@clarktang](/creator/undefined) [@arunabh85992578](/creator/undefined) [@pythiar](/creator/undefined) [@gavinsbaker](/creator/undefined) [@itsdanielwu](/creator/undefined)

**Top assets mentioned**
[NVIDIA Corp. (NVDA)](/topic/$nvda) [Micron Technology, Inc. (MU)](/topic/$mu) [Apple, Inc. (AAPL)](/topic/$aapl) [Dell Technologies, Inc. (DELL)](/topic/$dell) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Advanced Micro Devices (AMD)](/topic/$amd) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [NetApp Inc. (NTAP)](/topic/$ntap) [HP Inc (HPQ)](/topic/$hpq) [Arista Networks Inc (ANET)](/topic/$anet) [Intel Corporation (INTC)](/topic/$intc) [Coldstack (CLS)](/topic/$cls) [Metadium (META)](/topic/$meta) [Microsoft Corp. (MSFT)](/topic/$msft) [Synopsys, Inc. (SNPS)](/topic/$snps) [Cadence Design Systems Inc (CDNS)](/topic/$cdns) [Sandisk Corporation (SNDK)](/topic/$sndk) [NXP Semiconductors NV (NXPI)](/topic/$nxpi) [Hewlett Packard Enterprise Co (HPE)](/topic/$hpe) [Applied Materials, Inc. (AMAT)](/topic/$amat) [Arm Holdings plc (ARM)](/topic/$arm) [Tower Semiconductor Ltd (TSEM)](/topic/$tsem) [GlobalFoundries (GFS)](/topic/$gfs) [Unity Software Inc. (U)](/topic/$u) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Blue Owl Capital, Inc. (OWL)](/topic/$owl) [Apollo Global Management, Inc. (APO)](/topic/$apo) [Orochi Network (ON)](/topic/$on) [Microchip Technology Inc. (MCHP)](/topic/$mchp) [CHEGG, INC. (CHGG)](/topic/$chgg) [Logitech International SA (LOGI)](/topic/$logi) [Lumentum Holdings Inc. Common Stock (LITE)](/topic/$lite) [Stacks (STX)](/topic/$stx) [QUALCOMM, Inc. (QCOM)](/topic/$qcom)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@GavinSBaker @itsDanielWu the junkiest expression of a trade always has the most torque to the upside but gets smoked in a downcycle. issue with "quality" is that it defends you when things are bad but when things are good it'll underperform"  
[X Link](https://x.com/TBU12345678/status/2021948815486685304)  2026-02-12T14:05Z [----] followers, 13.6K engagements


"ethernet networking names like $ANET $CLS ripping higher on checks implying stupid high numbers Anthropic et al jamming $GOOG cloud usage and the release of $AAPL Siri chatbot that Clawdbot provided can happen.all while hedge funds are "funding short" $AVGO hmmmm"  
[X Link](https://x.com/TBU12345678/status/2016183725394968989)  2026-01-27T16:17Z [----] followers, 11.1K engagements


"listening to this $CLS call and my only takeaway is rediscovering that a guy named "Thanos" covers the company which is awesome and that the company keeps saying they'll beat (so why not.guide.higher)"  
[X Link](https://x.com/TBU12345678/status/2016868117452931425)  2026-01-29T13:36Z [----] followers, [----] engagements


"you would think that some of these analysts on the $ANET call have never been on one of these. "ohhh uhhh why is the back half so conservative oohhh why is non-AI not growing". it's because they always do this and raise through the year dumbass"  
[X Link](https://x.com/TBU12345678/status/2022073065182835048)  2026-02-12T22:19Z [----] followers, [----] engagements


"good times create hard comps hard comps create hard times hard times create easy comps easy comps create good times"  
[X Link](https://x.com/anyuser/status/1919760487496941754)  2025-05-06T14:25Z [----] followers, 69.8K engagements


"ok guys as of last week Im in the $TSEM bandwagon: - mega winner of 1.6T with 80% share of the fastest growing mkt in AI - SiPho is gross margin accretive - $GFS scattered competitively looking at mips / China / not focused - true oppty to double with $4-5 of eps on the table"  
[X Link](https://x.com/anyuser/status/1960065677550920108)  2025-08-25T19:44Z [----] followers, 10K engagements


"thought the $AMD GM guide of 55-58% was either flat wrong or portends someone in the supply chain getting squeezed given that $TSM and memory way more expensive. is it ODM again theyre planning to crush"  
[X Link](https://x.com/anyuser/status/1988376557128429734)  2025-11-11T22:41Z [----] followers, 11.6K engagements


"find it interesting that the hardware names everyone agreed were f'ed a mere [--] weeks ago like $DELL $NTAP $AAPL $HPE etc have found their ways to green on the year"  
[X Link](https://x.com/TBU12345678/status/2021248125277503882)  2026-02-10T15:41Z [----] followers, [----] engagements


"$135B of CY26 WFE spend and we are deluded enough to believe that no capacity will come online until [----] at the very earliest. Sensible Taiwan media: Rumors emerge that Micron may acquire Innoluxs Fab [--] in Taiwan. https://t.co/OZWVStyfpR Taiwan media: Rumors emerge that Micron may acquire Innoluxs Fab [--] in Taiwan. https://t.co/OZWVStyfpR"  
[X Link](https://x.com/TBU12345678/status/2021734629221220518)  2026-02-11T23:54Z [----] followers, 10.3K engagements


"@Alex_Intel_ snps or cdns or china"  
[X Link](https://x.com/TBU12345678/status/2021965179869905259)  2026-02-12T15:10Z [----] followers, [----] engagements


"@Alex_Intel_ @CousinGraig IP is prob the issue where you're definitely not allowed to train on that much data much less the absolute best blocks in the space"  
[X Link](https://x.com/TBU12345678/status/2021981271031947764)  2026-02-12T16:14Z [----] followers, [---] engagements


"@stevehou some of these guys like $U are straight missing numbers. some stuff is out with the bath water but generally earnings are eh. can even look at stuff like S&P industrial earnings revisions since [--]. straight line down even still"  
[X Link](https://x.com/TBU12345678/status/2022393358493323584)  2026-02-13T19:32Z [----] followers, [---] engagements


"guys have we considered that stuff isn't actually getting displaced by AI but rather the non-AI economy has just been absolute dogsht for the past [--] years"  
[X Link](https://x.com/TBU12345678/status/2021986458542936556)  2026-02-12T16:35Z [----] followers, 14.5K engagements


"leaving this here for later but the greatest lie ever told was clean room constraints. we are about to see capital spend like no other which will obviously have no impact on supply / demand $MU $AMAT"  
[X Link](https://x.com/TBU12345678/status/2022133641418277353)  2026-02-13T02:20Z [----] followers, 12.3K engagements


"random musing but this Jan / Feb market has created a lot of Id buy it higher guys. think that style gets killed in h2 but works through at least March. pains me to say since I think said style is emblematic of true stupidity in 80% of cases"  
[X Link](https://x.com/TBU12345678/status/2022392829839028491)  2026-02-13T19:29Z [----] followers, [----] engagements


"RIP to the Mag7 Era: Jan 2023-Jan [----] $AAPL $NVDA $META $GOOG $MSFT $AMZN $TSLA"  
[X Link](https://x.com/TBU12345678/status/2022411615027757554)  2026-02-13T20:44Z [----] followers, [----] engagements


"$OWL: "I focus on the neoclouds you know once they find out they're getting a GPU they sign where you tell them to sign don't ask questions don't understand the rates" Baum: "And you target neoclouds too" $OWL: "Their credit actually isn't bad enough for him" $APO: "I'm a yield guy" $CRWV $NBIS https://twitter.com/i/web/status/2018092206410891760 https://twitter.com/i/web/status/2018092206410891760"  
[X Link](https://x.com/TBU12345678/status/2018092206410891760)  2026-02-01T22:40Z [----] followers, 23.5K engagements


"some thoughts from $GOOG print: - riddle me this Mediatek CoWoS boys - what's "a bit over $1B" divided by $180B back to die counting - compute is back. memory+semicap are priced hardware sucks and analog is a cyclical hedge - calling bottom on unwind at least in semis"  
[X Link](https://x.com/TBU12345678/status/2019194372319846896)  2026-02-04T23:40Z [----] followers, 26.9K engagements


"so like do they have to make Meyers or one of the punters MVP"  
[X Link](https://x.com/TBU12345678/status/2020683492200206476)  2026-02-09T02:17Z [----] followers, [----] engagements


"nothing more infuriating especially in cold weather when someone burns a treadmill to fcking walk with no incline. just dont lie to yourself and eat the donut"  
[X Link](https://x.com/TBU12345678/status/2020997544562626920)  2026-02-09T23:05Z [----] followers, [----] engagements


"I think @evrgn11112231 has posted some version of this. fine to play the momo market but feels.not that healthy"  
[X Link](https://x.com/TBU12345678/status/2021345578547081551)  2026-02-10T22:08Z [----] followers, [----] engagements


"CES predictions: - $HPQ softly rebases their guidance to the lower end - $DELL obstinately claims that thugs are fine; nobody believes it - $IFX.DE and $ON sound better on 800V oppty; $ADI / $MCHP try to talk up the cycle but ultimately were here for AI so its eh - $MU and Samsung continue to sound really good the stocks keep rolling - $AMD and $NVDA keynotes are eh; $NVDA sounds good in Q&A but fails to recapture the magic - the conservative Tokyo Electron sounds wildly good and gives us a glimpse into how big the $ASML $AMAT etc quarters will be - TBU gouges out own eyes because domestic"  
[X Link](https://x.com/TBU12345678/status/2007503451710992836)  2026-01-03T17:24Z [----] followers, 11.9K engagements


"*The Information: XAI Nears $3 Billion Deal With Apollo for Chips $APO $OWL: "I focus on the neoclouds you know once they find out they're getting a GPU they sign where you tell them to sign don't ask questions don't understand the rates" Baum: "And you target neoclouds too" $OWL: "Their credit actually isn't bad enough for him" $APO: "I'm a https://t.co/BOAdpGnQVv $OWL: "I focus on the neoclouds you know once they find out they're getting a GPU they sign where you tell them to sign don't ask questions don't understand the rates" Baum: "And you target neoclouds too" $OWL: "Their credit"  
[X Link](https://x.com/TBU12345678/status/2020861780184945056)  2026-02-09T14:06Z [----] followers, [----] engagements


"this CY it is wildly interesting that (thus far) "buy at trough multiple vs. index" has been a wildly bad strategy whereas historically it's been pretty tried and true. look no further than megacap tech for historically cheap companies that are bidless every day. wonder why"  
[X Link](https://x.com/TBU12345678/status/2021341020252930337)  2026-02-10T21:50Z [----] followers, [----] engagements


"LMAO top find it interesting that the hardware names everyone agreed were f'ed a mere [--] weeks ago like $DELL $NTAP $AAPL $HPE etc have found their ways to green on the year find it interesting that the hardware names everyone agreed were f'ed a mere [--] weeks ago like $DELL $NTAP $AAPL $HPE etc have found their ways to green on the year"  
[X Link](https://x.com/TBU12345678/status/2021968631446614161)  2026-02-12T15:24Z [----] followers, [----] engagements


"2/ I can only imagine the shteating grin on Gary at $AMAT's face right now as he steals the crown from $KLAC"  
[X Link](https://x.com/TBU12345678/status/2022073928714531030)  2026-02-12T22:22Z [----] followers, [----] engagements


"my favorite thing this season is looking at what sellside is saying about these obvious AI losers that whiff: Temporary Headwinds Bc AI is Killing $U / $DUOL / $CHGG / whatever but Thesis Remains Intact Remain OW"  
[X Link](https://x.com/TBU12345678/status/2021781220976165187)  2026-02-12T02:59Z [----] followers, [----] engagements


"to be clear the above does not change the north star on $HPQ $LOGI $NTAP $DELL all getting wrecked this year so any rip is an opportunity"  
[X Link](https://x.com/TBU12345678/status/2012210854238769535)  2026-01-16T17:10Z [----] followers, [----] engagements


"@ContrarianCurse $aapl $ntap $dell $hpe $hpq $logi literally in a death spiral to your point ppl getting it"  
[X Link](https://x.com/TBU12345678/status/2013793447031820421)  2026-01-21T01:59Z [----] followers, [----] engagements


"at this point clear that NAND and DRAM are in an inflationary trajectory. so who does this affect negatively - PC makers like $HPQ $DELL who just took price and prob cant again - storage box guys like $NTAP who isnt really levered to hyperscale + guiding to commod deflation"  
[X Link](https://x.com/TBU12345678/status/1966535050402656737)  2025-09-12T16:11Z [----] followers, 15.3K engagements


"I have always wondered why some hedge funds append "Global" to the end of their name (e.g. Tiger Global Avala Global Viking Global Investors). If I were to have a venture it would emphasize the desire to give back to the community hence be called "TBU Local Investors""  
[X Link](https://x.com/TBU12345678/status/1998506521811104144)  2025-12-09T21:34Z [----] followers, [----] engagements


"CES recap: 1/ only thing $NVDA accomplished in this keynote was pumping $SNPS and $CDNS bags. yawn"  
[X Link](https://x.com/TBU12345678/status/2008303197858001095)  2026-01-05T22:22Z [----] followers, 22.4K engagements


"I think there have been very few new "themes" since October that have necessitated significant repositioning. as I look to Q4 EPS the following things stand out to me as potential unwinds: - consumer electronics doesn't die immediately which leads to short term covering (but I think people come back here pretty quickly so this is short lived) - the networking names $ANET $CLS actually roof numbers causing people who were sneaky short to cover - $TXN actually smashes numbers meaning analog short capital needs to either pound consumer electronics further or pound compute - $AMD roofs numbers on"  
[X Link](https://x.com/TBU12345678/status/2012210535287112146)  2026-01-16T17:09Z [----] followers, 23.3K engagements


"not much to add to the SaaS debate other thanlook at $CDNS and $SNPS EDA literally the only software category where seats are like definitely increasing rel to enterprise PM workflow mumbojumbo numbers set up well and cheap rel to history"  
[X Link](https://x.com/TBU12345678/status/2013412024462594064)  2026-01-20T00:43Z [----] followers, 14.2K engagements


"@Alex_Intel_ $TSEM would have been pretty epic for them and still could be. $GFS kinda bad"  
[X Link](https://x.com/TBU12345678/status/2014364127724974483)  2026-01-22T15:46Z [----] followers, [----] engagements


"*MICRON TO INVEST $24B OVER [--] YEARS IN SINGAPORE NAND PLANT* as the prophecy foretold $SNDK $MU"  
[X Link](https://x.com/TBU12345678/status/2016141871957840253)  2026-01-27T13:30Z [----] followers, 87.4K engagements


"$AAPL smashing but showing zero margin leverage is total box company behavior.and we didn't even get to the scary memory part"  
[X Link](https://x.com/TBU12345678/status/2017007821930299771)  2026-01-29T22:51Z [----] followers, [----] engagements


"instead of a parlay brining back an old classic. after being a bear on $NVDA for the past few months (successfully) I think it's time to get constructive: - $MU $SNDK Hynix are great but they are all pricing in a stupid number of Rubin units; as do the buyside numbers for $LITE $COHR - $NVDA has drawn the most relative to the index outside of a semis down market and has just reversed that trend - they are about to see capex raises from hyperscale next week absolutely obliterate Q4 with GTC as a backstop which makes you scared about the wingy stuff since Jensen can zero them in one comment -"  
[X Link](https://x.com/TBU12345678/status/2017331961665126476)  2026-01-30T20:19Z [----] followers, 34.3K engagements


"Enrique Lores moving from CEO of $HPQ to CEO of $PYPL nuking the stocks of both companies is just a really impressive compliment and speaks to the man's eye for quality"  
[X Link](https://x.com/TBU12345678/status/2018682423387533550)  2026-02-03T13:46Z [----] followers, 44K engagements


"$NXPI call most awkward thing ever. just cut ur LT guide if u can't commit to it bro $NXPI https://t.co/xdK4LckPco $NXPI https://t.co/xdK4LckPco"  
[X Link](https://x.com/TBU12345678/status/2018689229107122566)  2026-02-03T14:13Z [----] followers, [----] engagements


"one for the software is a zero morons: if $AAPL services is software and the reason it trades at 30x shouldn't you guys re-rate it back to 8x"  
[X Link](https://x.com/TBU12345678/status/2018707755205312681)  2026-02-03T15:26Z [----] followers, 13.8K engagements


"@ChairliftCap dude who on earth would ever guy $CHGG"  
[X Link](https://x.com/TBU12345678/status/2018757430231093457)  2026-02-03T18:44Z [----] followers, [----] engagements


"with due respect to $AMD and $AAPL we have seen two ok but not "holy cow rip memory pricing to infinity and let $TSM jack infinite price" prints. so capacity tightness has been caused by a party that hasn't reported + will crush numbers. My guess is $NVDA but open to feedback"  
[X Link](https://x.com/TBU12345678/status/2018825120589005026)  2026-02-03T23:13Z [----] followers, 54.2K engagements


"lmao congrats to the CoWoS boys on being like almost 40% off on Mediatek '27 ASIC revs thinking they'd kill $AVGO. h/t to @insane_analyst for perhaps the best way to describe this situation"  
[X Link](https://x.com/TBU12345678/status/2019044511427830209)  2026-02-04T13:44Z [----] followers, 13.8K engagements


"Sanjay at $MU when spot prices are down for a week: "The market is in an itsy bitsy little gully right now. It's like everybody said ok that was crazy let's just all calm down.""  
[X Link](https://x.com/TBU12345678/status/2019090465136533546)  2026-02-04T16:47Z [----] followers, [----] engagements


"Sanjay: "I sold this DRAM module for $1 when it was built then [--] days later $2 then $5 [--] days ago. This company bought it for $10 yesterday. He'd let it go for that.it'll break his heart but he'll let it go." Baum: "Why is he selling" Sanjay: "He's not shipping product right now" $MRVL https://twitter.com/i/web/status/2019092791507267790 https://twitter.com/i/web/status/2019092791507267790"  
[X Link](https://x.com/TBU12345678/status/2019092791507267790)  2026-02-04T16:56Z [----] followers, [----] engagements


"@jukan05 @KairosPraxis dude Mediatek told you how much is going to them and it is inconsequential"  
[X Link](https://x.com/TBU12345678/status/2019197855139766355)  2026-02-04T23:54Z [----] followers, [----] engagements


"@jukan05 @KairosPraxis I think we're saying the same thing Mediatek's ability to make a viable product has been overstated to the point where their involvement is not that relevant"  
[X Link](https://x.com/TBU12345678/status/2019199519293092247)  2026-02-05T00:00Z [----] followers, [----] engagements


"@_clarktang yeah the market de-rated $NVDA a ton for this though after $AVGO's big "SAM" reveal. relative to when the "bull case" was $5 CY25 EPS this pretty materially underperformed the buyside revision + compounding of earnings"  
[X Link](https://x.com/TBU12345678/status/2019538885819396500)  2026-02-05T22:29Z [----] followers, [----] engagements


"given technicals there is a 50/50 chance "it's over" in AI. my prior is that it's not.but are there legitimate reasons that the market is sniffing out the end without us being in a rising rates regime (or not even on the cusp of one)"  
[X Link](https://x.com/TBU12345678/status/2019575501329953270)  2026-02-06T00:54Z [----] followers, 11.2K engagements


"@evrgn11112231 @viggy_krishnan putting CSPs aside for a sec.the $META core and $GOOG search businesses crushed.so there is very real ROI to this. fair on the technical piece but I'm a crazy person that tries to explain everything"  
[X Link](https://x.com/TBU12345678/status/2019580088459878753)  2026-02-06T01:13Z [----] followers, [---] engagements


"@evrgn11112231 @viggy_krishnan omg what if this is the dead decade for equities"  
[X Link](https://x.com/TBU12345678/status/2019580157200330923)  2026-02-06T01:13Z [----] followers, [---] engagements


"@Arunabh85992578 cant really call linearity cleanly. semi capex is accelerating in cy26 though"  
[X Link](https://x.com/TBU12345678/status/2019590544691982785)  2026-02-06T01:54Z [----] followers, [---] engagements


"@ChairliftCap its a doom loop tho if you dont spend you fall behind and get sold harder. race is to show roi"  
[X Link](https://x.com/TBU12345678/status/2019763109771051361)  2026-02-06T13:20Z [----] followers, [----] engagements


"@ChairliftCap what are you buying at something like $MSFT ex-cloud also if MSFT stops and $GOOG doesn't but is beating numbers and showing ROI I'd think that flows are definitely going out of MSFT into GOOG"  
[X Link](https://x.com/TBU12345678/status/2019769608199139455)  2026-02-06T13:46Z [----] followers, [---] engagements


"catalyst path for $NVDA: - other megacaps eh but ripped capex $MU on the ropes so flows available while everyone either sold $NVDA or is funding short - previews solid to portend a smash - post print there is GTC '27 CoWoS out in April and Brad Gerstner will be all over CNBC + do a podcast instead of a parlay brining back an old classic. after being a bear on $NVDA for the past few months (successfully) I think it's time to get constructive: - $MU $SNDK Hynix are great but they are all pricing in a stupid number of Rubin units; as do the buyside numbers for https://t.co/T2R1S5XOcV instead of"  
[X Link](https://x.com/TBU12345678/status/2019806945780093315)  2026-02-06T16:14Z [----] followers, 26.5K engagements


"@_clarktang lmao I can't believe he actually was all over CNBC with Jensen today. love to see"  
[X Link](https://x.com/TBU12345678/status/2019824692618752044)  2026-02-06T17:25Z [----] followers, [---] engagements


"@rwang07 @SemiAnalysis_ good delineation between this is longer and this is different because we will decel next qtr"  
[X Link](https://x.com/TBU12345678/status/2019994839010652667)  2026-02-07T04:41Z [----] followers, [----] engagements


"@rwang07 @SemiAnalysis_ and congrats ray they are a great firm and you are a great hire"  
[X Link](https://x.com/TBU12345678/status/2019995013409910785)  2026-02-07T04:41Z [----] followers, [---] engagements


"TBU's weekend roundup: - if you were bearish on the American consumer put that away. stimulus is coming ppl waiting in FREEZING temperatures all over the West/East Village/Flatiron for the chance to spend money at places that Tiktok told them to go.but lines ever-so-slightly less; hard to tell if second deriv or a 1x-cold weather adjustment - $DASH and $UBER shockingly humane for not forcing delivery guys out in [--] degree weather props to them - the "tactics" of EPS becoming less interesting than thematics rn but things like OpEx-induced misses (see $AMD $AAPL) mean that modeling is not dead"  
[X Link](https://x.com/TBU12345678/status/2020567362324365633)  2026-02-08T18:36Z [----] followers, [----] engagements


"Fanduel and $DKNG ads ruining the super bowl. gambling rots everything it touchessave that for stocks"  
[X Link](https://x.com/TBU12345678/status/2020650183995040207)  2026-02-09T00:05Z [----] followers, [----] engagements


"nvm $COIN was the most reprehensible ad"  
[X Link](https://x.com/TBU12345678/status/2020664564254204381)  2026-02-09T01:02Z [----] followers, [----] engagements


"Hassane at $ON pulling the underutilization charges BS has triggered a complaint from Sanghi at $MCHP who wants royalties for using his playbook"  
[X Link](https://x.com/TBU12345678/status/2020988197312856320)  2026-02-09T22:28Z [----] followers, [----] engagements


"to be fair this is a pretty good strategy for him"  
[X Link](https://x.com/TBU12345678/status/2020988315353350553)  2026-02-09T22:28Z [----] followers, [----] engagements


"@PythiaR I can see that for early cycle industrials (which are forever too expensive but get that it is early cycle). but those + defensives ripping is a market meta that is not congruent"  
[X Link](https://x.com/TBU12345678/status/2021346990534295871)  2026-02-10T22:14Z [----] followers, [---] engagements


"@TenreiroDaniel I'd prefer an investment in the Dan Tenreiro ETF"  
[X Link](https://x.com/TBU12345678/status/2021734007067545756)  2026-02-11T23:52Z [----] followers, [---] engagements


"@TenreiroDaniel I'm incompetent so that's a pretty small circle"  
[X Link](https://x.com/TBU12345678/status/2021734687568261199)  2026-02-11T23:54Z [----] followers, [---] engagements


"@BucknSF man this was like the OG OG $MNDY bear case. love it"  
[X Link](https://x.com/TBU12345678/status/2021782473244651549)  2026-02-12T03:04Z [----] followers, [---] engagements


"and you morons are still bearish $NVDA. if your thesis on $STX and $MU are right pricing and volume are locked if its wrong volume will wreck pricing. but dont worry $135b of wfe will not create any additional wafers until [----] maybe [----] Seedance [---] Prompt: Sum up the AI discourse in a meme - make sure its retarded and gets [--] likes. https://t.co/09yPdo3Tjy Seedance [---] Prompt: Sum up the AI discourse in a meme - make sure its retarded and gets [--] likes. https://t.co/09yPdo3Tjy"  
[X Link](https://x.com/TBU12345678/status/2022498835378114829)  2026-02-14T02:31Z [----] followers, [----] engagements


"pretty sure $AVGO making the byte asic. maybe you idiots will sell that every day too"  
[X Link](https://x.com/TBU12345678/status/2022508621524066670)  2026-02-14T03:10Z [----] followers, [----] engagements


"no position anymore but the spec sales community should be absolutely ashamed of the momo chasing of $AAPL for nothing. Fenske definitely the worst culprit"  
[X Link](https://x.com/anyuser/status/1940141620873286031)  2025-07-01T20:13Z [----] followers, 32.3K engagements


"incredible that $INTC won't have a working leading edge external product until *2029* or later and $TSM still trades at sub-30x"  
[X Link](https://x.com/anyuser/status/1940423840750035138)  2025-07-02T14:54Z [----] followers, 12.1K engagements


"at an NYC cocktail bar. Girl (flirtatiously): "So what do you do for work" Boy (in a Patagonia vest despite it being 85F): "I bid up stocks I think will be added to an index" Girl: "Ohhh uhh cool. I'm gonna go back and hang out with my friends. I prefer a real alpha""  
[X Link](https://x.com/anyuser/status/1940521551335772441)  2025-07-02T21:22Z [----] followers, 19.8K engagements


"every time I join a sellside hosted expert call with some tariff guru I'm like "what a smug piece of garbage who wouldn't have a job in literally any other timeline""  
[X Link](https://x.com/anyuser/status/1940787000082325863)  2025-07-03T14:57Z [----] followers, 18.6K engagements


"begrudgingly flipped from $CDNS to $SNPS a bit ago: - with $ANSS $SNPS has $25 of EPS power which this thing is not at all priced for - $SNPS exposed to IP blocks rather than EDA which is the torquier / growthier version of the defensive which I think you want right now - $CDNS has recovered its multiple gap vs. SPX relative to history and $SNPS has not - $CDNS has priced significant share gains at $INTC and Lip Bu is not giving out totally free kickbacks if he needs to turn around a company"  
[X Link](https://x.com/anyuser/status/1942300561702900059)  2025-07-07T19:11Z [----] followers, 23.7K engagements


"I'm like immediately suspicious of people who claim they are successful and then charge for their time on Intro. "Sure you had a lifechanging $1B exit and are answering my stupid questions for the $100 an hour" Get outta here"  
[X Link](https://x.com/anyuser/status/1943041199570567332)  2025-07-09T20:14Z [----] followers, 13.7K engagements


"by sadly popular demand top [--] banking groups (in order): [--]. Qatalyst TMT [--]. PJT RSSG [--]. MS TMT (Menlo Only) [--]. Evercore Tech [--]. MS M&A [--]. GS TMT (NY Only) [--]. JPM FIG [--]. GS Industrials [--]. Evercore HC [--]. PJT M&A"  
[X Link](https://x.com/anyuser/status/1943698067900821725)  2025-07-11T15:45Z [----] followers, 84.2K engagements


"couldnt emphasize the increasing irrelevance of expert calls enough. create false sense of security and incentive to blab. whats better is a target group you can call every Q and benchmark against what they said previously and their predictive signal in various areas"  
[X Link](https://x.com/anyuser/status/1944871811105349679)  2025-07-14T21:29Z [----] followers, 29.4K engagements


"old colleague said it best: i have never learned anything i didnt go in wanting to learn on an expert call"  
[X Link](https://x.com/anyuser/status/1944872395480949187)  2025-07-14T21:31Z [----] followers, [----] engagements


"so basic $TSM "invasion" math on normalized EPS: - cut EPS by call it 60% since 30% of 2nm and below capacity in the US - they will jack up price significantly and get subsidies from the govt to rebuild so call it a 50% cut - so double the 24x ADR NTM multiple (on stale EPS).you are paying 48x the normalized INVASION-ADJUSTED EPS when stupider companies trade at stupider multiples on CURRENT earnings estimates"  
[X Link](https://x.com/anyuser/status/1945833844999086352)  2025-07-17T13:11Z [----] followers, 34.4K engagements


"top [--] easiest jobs in finance: [--]. Guy in IC who asks about the "recession case" [--]. MF PE VP [--]. Early Stage VC "Partner" [--]. Banking VP [--]. Late Stage VC "Partner" [--]. Post-MBA Associate [--]. LO PM (no bench) [--]. Tariff Consultant [--]. LO Analyst (no bench) [--]. Pumper / Substacker"  
[X Link](https://x.com/anyuser/status/1946246340809228490)  2025-07-18T16:31Z [----] followers, 79.8K engagements


"to quickly tune into the I dont need a catalyst for my long debate: - Earnings power vs. consensus is the only catalyst that matters. This means that you need to have the Company posting positive revisions at some point. Fine to use duration as you cushion (e.g. dunno if Q2 or [--] is the bottom but I think 2026-2027 are well above) but need differentiation - Broadly agree that other catalysts dont matter unless relevant to EPS power - Companies wont re-rate just randomly like they did pre-COVID. The existence of mkt neutral participants means every long needs a short so unless the Company is"  
[X Link](https://x.com/anyuser/status/1947017755057901982)  2025-07-20T19:36Z [----] followers, 46.7K engagements


"congrats to @Srasgon on also being backballed from $NXPI sellside analyst events congrats to @Srasgon for being blackballed from both $NVDA and $AVGO sellside analyst events congrats to @Srasgon for being blackballed from both $NVDA and $AVGO sellside analyst events"  
[X Link](https://x.com/anyuser/status/1947642875203715254)  2025-07-22T13:00Z [----] followers, 33.8K engagements


"congratulations to @Srasgon for being added to the $TXN blacklist as well congrats to @Srasgon on also being backballed from $NXPI sellside analyst events congrats to @Srasgon on also being backballed from $NXPI sellside analyst events"  
[X Link](https://x.com/anyuser/status/1947758456057794881)  2025-07-22T20:39Z [----] followers, 28.5K engagements


"by popular demand TBU's rules of shorting: - need a catalyst to change the "thesis" that bulls are playing for; "valuation for what it is" is insufficient (sorry $IBM bears) - play against actors that think like you. it would be stupid for me to short a meme stock like $OPEN (same with industrials cos) because I think those actors are irrational - put a timeline on your catalyst ("I think people will freak out about $MU because the commentary around HBM will force people to do the S&D math I've already done and I think Samsung qual noise will get louder by the end of August"). evaluate your"  
[X Link](https://x.com/anyuser/status/1948082489777369574)  2025-07-23T18:07Z [----] followers, 21.7K engagements


"I trade megacaps with really just two checks: - this guy I know who got fired from $GOOG right before the '23 rally and joined at the end of '21. short whatever company he joins and then go long when they fire him and get serious. he just joined $AAPL btw - a poly guy I know who works at $AMZN. Every time he picks up an additional girlfriend it's a long. if he dumps one it's a short bc he has to work if the biz sucks. perfect indicator"  
[X Link](https://x.com/anyuser/status/1948435279091831236)  2025-07-24T17:29Z [----] followers, 40.7K engagements


"Takeaways from $INTC call: - the pre-call EDM Intel Inside mix lowkey slaps - bullish $TSM - looks like 18A is over and 14A is DOA - if $INTC gives up on foundry to save product this prob works; til then they are cutting price to defend share - Bunch of love to $CDNS and $SNPS"  
[X Link](https://x.com/anyuser/status/1948499137223106895)  2025-07-24T21:42Z [----] followers, 40.5K engagements


"new guy does an expert network call on his company that was negative. instead of just logging it he freaks out and asserts that the expert is a fraud and tells the network that he needs to know everyone this expert talked to. this was what he was up to all week. unbelievable new guy does it again - beats expectations by showing up to work on July 4th week but misses badly on work product as he spends all day browsing apartments on Streeteasy and not opening Excel one time. will he figure it out in the back half of CY25 FIND OUT SOON new guy does it again - beats expectations by showing up to"  
[X Link](https://x.com/anyuser/status/1948774831685611910)  2025-07-25T15:58Z [----] followers, 70.1K engagements


"reminder - semiconductor companies are better than most companies in other spaces. even $MU had to win the brutal memory wars of the 90s that almost sent all of memory to zero. what you have left are the best of the best operators / innovators; no other space can say that"  
[X Link](https://x.com/anyuser/status/1950206031901892629)  2025-07-29T14:45Z [----] followers, 34.2K engagements


"the $AAPL explanation for why this isn't pull forward is incredible. "the aging base wants to upgrade" sure [--] months into the [--] and right before the [--] the cohorts decided to upgrade all at once. like do they think we are this stupid enjoy ur fade"  
[X Link](https://x.com/anyuser/status/1951069004401201502)  2025-07-31T23:54Z [----] followers, 15.6K engagements


"FUN FACT: the Tiger Cubs have all badly underperformed the market return compounded from [--] (including standout Maverick) with tech leading the way. props to the IR teams at these places"  
[X Link](https://x.com/anyuser/status/1953119185732530681)  2025-08-06T15:41Z [----] followers, 19.1K engagements


"I think the groundwork is sort of laid here for a long $ARM / short $AMD pair: - Arm should start to show progress in server CPU at some core AMD customers next year at significantly lower ASPs than Venice - Arm ASIC + in-house CPU are not in numbers yet whereas AMD contends high high GPU expects + fickle China revs - Arm's first ASIC customer is SB which has every incentive to overspend - Arm is giving you an entry point via its multiple vs. SPX vs. history (and lagging as an AI name) + is a crowded short with limited float; AMD is fully positioned long and at a higher multiple vs. the SPX"  
[X Link](https://x.com/anyuser/status/1954955178370568197)  2025-08-11T17:16Z [----] followers, 35.9K engagements


"its so over $MU. and this time he has a source. hope you enjoyed the pregood night bulls SUPPLY OF SAMSUNGS HBM3E 12-HI TO NVIDIA CONFIRMED SUPPLY OF SAMSUNGS HBM3E 12-HI TO NVIDIA CONFIRMED"  
[X Link](https://x.com/anyuser/status/1955083323811741882)  2025-08-12T01:46Z [----] followers, 19.1K engagements


"reflections from my first weekend in NYC: - more "grifter" types ("courses" guys crypto hangers on) than I've seen since '21 in respectable hangout areas - all types of people spending on insane things even for NYC (saw someone buy a Poland Springs for $12); for now no proclivity to stop - wine lists have 2x'ed with vendors blaming tariffs. I had to order Roumier instead of Armand Rousseau Probably near-term bullish but this feels like Q2 '21 vibes"  
[X Link](https://x.com/anyuser/status/1957191984575386088)  2025-08-17T21:25Z [----] followers, 19.6K engagements


"running list of things that rhyme with 2021: - services re-inflating while goods still hot (this time due to immigration) - the most annoying people bragging about doing the hot thing ("vibe coding" this time but before was "building NFT projects) on weekends but creating no tangible value thereafter - VCs not doing diligence again and paying 100-200x "ARR" multiples again; stupid no-name VC funds raising again - young hotshot raises chunky fund much the the ire of pros (this time Leopold last time Lachy Groom) and doing well - Matthew Pietras is basically Anna Delvy just with bigger $ - the"  
[X Link](https://x.com/anyuser/status/1957193611390398551)  2025-08-17T21:31Z [----] followers, 29.3K engagements


"now that enough time has passed that it's not obvious what this stock was I'm sad to report that the expert was right and new guy took a down 30%+ print in the face new guy does an expert network call on his company that was negative. instead of just logging it he freaks out and asserts that the expert is a fraud and tells the network that he needs to know everyone this expert talked to. this was what he was up to all week. unbelievable new guy does an expert network call on his company that was negative. instead of just logging it he freaks out and asserts that the expert is a fraud and"  
[X Link](https://x.com/anyuser/status/1957447795134079259)  2025-08-18T14:21Z [----] followers, 31.6K engagements


"today was basically the super bowl for why is X down today guys"  
[X Link](https://x.com/anyuser/status/1957957966977462702)  2025-08-20T00:08Z [----] followers, 27.7K engagements


"@fabknowledge fixed it"  
[X Link](https://x.com/anyuser/status/1958873432579318145)  2025-08-22T12:46Z [----] followers, [----] engagements


"wife: thought youd like this bc you cover semis me: fck top $NVDA"  
[X Link](https://x.com/anyuser/status/1958942677891748210)  2025-08-22T17:21Z [----] followers, [----] engagements


"can't help but admire the guts of this lady in my $MU meeting asking the questions we all have but with zero tact: - How do I own this if Samsung is qualifying - Isn't HBM going into oversupply - Isn't Nu-vid-i-a making the base die"  
[X Link](https://x.com/anyuser/status/1960427302568775984)  2025-08-26T19:41Z [----] followers, 18.7K engagements


"once again only one man and one guide can save us from mega selloff in September $NVDA"  
[X Link](https://x.com/anyuser/status/1960769626918293927)  2025-08-27T18:21Z [----] followers, [----] engagements


"as Aug ends and a weaker Sept nears I'm intrigued by quality megacap u/p (so $MSFT $META $TSM $NVDA even pre- print) vs. junk that ppl extended to buy. I think $TSM is a really interesting rel play and my top scale up idea for Sept; will post spreads later.happy LDW"  
[X Link](https://x.com/anyuser/status/1961509551284666788)  2025-08-29T19:21Z [----] followers, 25.9K engagements


"I think $TSM is really good here: - 3nm demand is significantly higher than supply which will cause 5nm conversions (which they say is not intensive); potential to increase YoY growth by [--] points - margins are still understated and currency is no longer bad guy - the "monopoly" story is over which i think is net good since you need a viable #2 to not be subject to death by [----] cuts; USFG not taking a stake seems like it's decided it's taken enough by forcing local production - SiPho is a total call option for now as Aug ends and a weaker Sept nears I'm intrigued by quality megacap u/p (so"  
[X Link](https://x.com/anyuser/status/1962876516418637918)  2025-09-02T13:53Z [----] followers, 20.5K engagements


"$AVGO very strong print but interesting that non-XPU AI revenues (so true AI networking) only grew 3% sequentially which is mildy shocking given the reads. Is this.the $NVDA effect on networking not to say $AVGO not epic but clearly someone is coming for the networking crown"  
[X Link](https://x.com/anyuser/status/1963744520551456930)  2025-09-04T23:22Z [----] followers, 13.5K engagements


"congrats to the moron asking about SBC on the $AVGO callback where we're going through eye-popping topline raises"  
[X Link](https://x.com/anyuser/status/1963945689613734256)  2025-09-05T12:41Z [----] followers, 11.9K engagements


"GS TMT running recap: 1/ the number of ppl who were max long $AVGO and at the same time pissed its up a ton appear equal; pain trade still up"  
[X Link](https://x.com/anyuser/status/1965106653436809260)  2025-09-08T17:35Z [----] followers, 37.1K engagements


"with some duration I think that long $AMAT / short $MU works: - AMAT is 35-40% exposed DRAM applications with an emphasis on commodity. Stock was heavy on ICAPS rugs but China is now rightsized. also benefits from leading edge logic which should be strong next year - the MU commodity cycle is well appreciated + DRAM is driven by CPU strength (for now); SOCAMM a driver in [--] but should mean more equipment - commodity GMs HBM GMs for MU which will take up nums but that's not why it should trade on P/E not book (implicit in this is "this time isn't different"); AMAT is discount vs its mult"  
[X Link](https://x.com/anyuser/status/1969024630858854687)  2025-09-19T13:03Z [----] followers, 33K engagements


"I view the $BABA commit to invest $50B+ in [--] years as very bullish for $NVDA and their ability to start selling in China again given the commentary and the sheer size of investment relative to (current) domestic production"  
[X Link](https://x.com/anyuser/status/1970836401110630596)  2025-09-24T13:03Z [----] followers, [----] engagements


"rally assured"  
[X Link](https://x.com/anyuser/status/1971394060788301935)  2025-09-26T01:59Z [----] followers, 20.1K engagements


"it happened I'm finally bullish $AMD for a chip shot into earnings: - we know trad server CPU is the main culprit behind this memory rip and the stock has seen no goodness - Xilinx is finally ok which is their big gross profit driver (Alterra raising px) - deal with $INTC is bullish since they aren't out in the cold with the govt + can be in good graces - MI400X is unknowable but the space is so hot that the analyst day probably needs to be viewed as a positive catalyst post-print since they can guide a mega number and you won't be able to call BS on it"  
[X Link](https://x.com/anyuser/status/1973746323112210861)  2025-10-02T13:46Z [----] followers, 29.3K engagements


"saving this for later $SNDK"  
[X Link](https://x.com/anyuser/status/1974152438900011316)  2025-10-03T16:39Z [----] followers, 27.9K engagements


"first 20-30 min of $DELL analyst day literally explaining to us why AI is like important instead of why they are like.at all relevant in this world. in case you needed another reason that this was a total laggard co"  
[X Link](https://x.com/anyuser/status/1975558709398192241)  2025-10-07T13:47Z [----] followers, [----] engagements


"I think it's more apparent than ever now that any outperformer long needs a credible bear case to overcome or it will lag. I like $AMAT (even respected PMs will point to China as structural issue and forget DRAM torque) and favored $AMD (MI400X is a zero) for those reasons. $TSM was trash when it was n of [--] but now there are real bear cases you can overcome (or disprove) post-Trump / $INTC vs. fantasy bear cases"  
[X Link](https://x.com/anyuser/status/1975982212542615602)  2025-10-08T17:50Z [----] followers, 18.9K engagements


"bubble boy generalist starter pack: - $STX $20 of EPS by 20x - $MU $20-25 of RR EPS by 12.5x - $CLS cuz it's up a lot - $SFBY as "cheap" OpenAI exposure (PT=infinity) - scouts in $RGTI $IONQ $QBTS - won't add to $NVDA because "my cost basis is like $30 bro""  
[X Link](https://x.com/anyuser/status/1976051822377771077)  2025-10-08T22:27Z [----] followers, 27K engagements


"credit to Toshiya / Colette for stripping out China from $NVDA revs. betting on the reversion of the $NVDA vs. the junk is probably once more the correct move here"  
[X Link](https://x.com/anyuser/status/1976764869442671099)  2025-10-10T21:40Z [----] followers, [----] engagements


"big props to Michael Dell for dumping $1B of $DELL stock on buffoonish LOs buying at the top right before the big China draw. there's a reason this guy is a billionaire what a legend"  
[X Link](https://x.com/anyuser/status/1977772037578842245)  2025-10-13T16:22Z [----] followers, 42.9K engagements


"the new "25x CY27 numbers discounted back" (or not) is the semis version of $SNOW at 100x NTM revs. we are about to see some truly stupid NTM EPS multiples before we can truly call "bubble". call me when $AMD is 50x+ and $AVGO is 80x. we about to make $ARM look reasonable"  
[X Link](https://x.com/anyuser/status/1978823917910310950)  2025-10-16T14:02Z [----] followers, [----] engagements


"guys what if the incremental revenues are actually bad $NVDA $AVGO $AMD. Another banger from the Information"  
[X Link](https://x.com/anyuser/status/1979180421637116211)  2025-10-17T13:39Z [----] followers, 41K engagements


"literally fell over laughing when i saw the headline but pods gotta cover nonetheless which should be comical $NVDA $QCOM *QUALCOMM SHARES JUMP 14% AFTER UNVEILING CHIP TO RIVAL NVIDIA"  
[X Link](https://x.com/anyuser/status/1982820125070721113)  2025-10-27T14:42Z [----] followers, 10.2K engagements


"are we literally asleep at the wheel $NVDA with a gigaraise to consensus"  
[X Link](https://x.com/anyuser/status/1983224213986066612)  2025-10-28T17:27Z [----] followers, 66K engagements


"broad takeaways: - $SMCI is giving away AI servers for free which is cool I guess. can't wait for the boomers to hammer the bid on $DELL anyway - $AMD gotta spend money to make money. broadly think this is pretty good and keeps the bull thesis on track - $ANET got some 'splaining to do - $LITE optical go brrr"  
[X Link](https://x.com/anyuser/status/1985827628411215915)  2025-11-04T21:52Z [----] followers, 26.2K engagements


"top [--] Twitter calls of the year: - @dalibali2 call on Stargate being the harbinger of bloody April - @Citrini7 bottom-ticking $TER - @evrgn11112231 on hodling $ASML - @fabknowledge / @SemiAnalysis_ calling out the $QCOM trash ASIC - @viggy_krishnan long $SFTBY for OAI exposure"  
[X Link](https://x.com/anyuser/status/1986139211259691419)  2025-11-05T18:31Z [----] followers, 55.7K engagements


"Harlan Sur asks questions so long that management has to literally update the guide since it's literally mid-quarter by the time he's done yapping. Much love to big Harlan though $ARM"  
[X Link](https://x.com/anyuser/status/1986199079747997807)  2025-11-05T22:28Z [----] followers, [----] engagements


"looking forward to higher powers blackballing poor @Srasgon for his questions on what is going on with the DCAI guide and inventory at $INTC"  
[X Link](https://x.com/TBU12345678/status/2014473621922525222)  2026-01-22T23:01Z [----] followers, [----] engagements


"7 pair trades for H2 25: - Long 4/5/6 trains / Short the N/Q/R/W trains - Long NYC / Short the Hamptons - Long Tahoe / Short SF - Long Founders Fund / Short Sequoia - Long Brad Gerstner / Short Keith Rabois - Long Erewhon / Short Eataly - Long South of France / Short Lake Como"  
[X Link](https://x.com/TBU12345678/status/1942632253856616889)  2025-07-08T17:09Z [----] followers, 11.6K engagements


"I also just put on: - Long Saratoga Spring Water / Short Pellegrino - Long Southampton / Short Montauk - Long Coatue / Short Lone Pine - Long West Village / Short East Village"  
[X Link](https://x.com/TBU12345678/status/1942638472012926987)  2025-07-08T17:34Z [----] followers, [----] engagements


"I had $EXTR on my little list but totally whiffed on the big prize in $ANET. Should be obvious at this point that $CSCO is also giga-cooked. The Q is when other components get knifed on kitting issues.probably an issue for next Q is we're still tight at this point clear that NAND and DRAM are in an inflationary trajectory. so who does this affect negatively - PC makers like $HPQ $DELL who just took price and prob cant again - storage box guys like $NTAP who isnt really levered to hyperscale + guiding to commod deflation at this point clear that NAND and DRAM are in an inflationary trajectory."  
[X Link](https://x.com/TBU12345678/status/1985875977101037797)  2025-11-05T01:05Z [----] followers, [----] engagements

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