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

TBU posts on X about $nxpi, events, $aapl, $mrvl the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

### Engagements: XXXXX [#](/creator/twitter::1349795460/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1349795460/c:line/m:interactions.svg)

- X Week XXXXXXX -XX%
- X Month XXXXXXX +3.70%
- X Months XXXXXXXXX +1,534%
- X Year XXXXXXXXX +6,085%

### Mentions: XX [#](/creator/twitter::1349795460/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1349795460/c:line/m:posts_active.svg)

- X Month XX -XX%
- X Months XXX +259%
- X Year XXX +1,113%

### Followers: XXXXX [#](/creator/twitter::1349795460/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1349795460/c:line/m:followers.svg)

- X Week XXXXX +3.90%
- X Month XXXXX +22%
- X Months XXXXX +409%
- X Year XXXXX +1,647%

### CreatorRank: XXXXXXX [#](/creator/twitter::1349795460/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1349795460/c:line/m:influencer_rank.svg)

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

**Social category influence**
[stocks](/list/stocks)  [technology brands](/list/technology-brands)  [cryptocurrencies](/list/cryptocurrencies)  [finance](/list/finance) 

**Social topic influence**
[$nxpi](/topic/$nxpi), [events](/topic/events), [$aapl](/topic/$aapl), [$mrvl](/topic/$mrvl), [$6857t](/topic/$6857t), [$tsm](/topic/$tsm), [nvda](/topic/nvda), [$nvda](/topic/$nvda), [$avgo](/topic/$avgo), [cos](/topic/cos)

**Top assets mentioned**
[NXP Semiconductors NV (NXPI)](/topic/$nxpi) [Apple, Inc. (AAPL)](/topic/$aapl) [Marvell Technology Inc (MRVL)](/topic/$mrvl) [Taiwan Semiconductor (TSM)](/topic/$tsm) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Broadcom, Inc. (AVGO)](/topic/$avgo) [IBM (IBM)](/topic/$ibm) [Open Custody Protocol (OPEN)](/topic/$open) [Chipotle Mexican Grill, Inc. (CMG)](/topic/$cmg) [Micron Technology, Inc. (MU)](/topic/$mu) [Texas Instruments (TXN)](/topic/$txn) [Super Micro Computer, Inc. Common Stock (SMCI)](/topic/$smci) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [HP Inc (HPQ)](/topic/$hpq) [Dell Technologies, Inc. (DELL)](/topic/$dell) [Logitech International SA (LOGI)](/topic/$logi) [QUALCOMM, Inc. (QCOM)](/topic/$qcom) [Intel Corporation (INTC)](/topic/$intc) [Cadence Design Systems Inc (CDNS)](/topic/$cdns) [Synopsys, Inc. (SNPS)](/topic/$snps) [Microsoft Corp. (MSFT)](/topic/$msft) [Stacks (STX)](/topic/$stx)
### Top Social Posts [#](/creator/twitter::1349795460/posts)
---
Top posts by engagements in the last XX hours

"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"  
![@TBU12345678 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1349795460.png) [@TBU12345678](/creator/x/TBU12345678) on [X](/post/tweet/1939786913315013067) 2025-06-30 20:43:34 UTC 4122 followers, 66K engagements


"congrats to @Srasgon on also being backballed from $NXPI sellside analyst events"  
![@TBU12345678 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1349795460.png) [@TBU12345678](/creator/x/TBU12345678) on [X](/post/tweet/1947642875203715254) 2025-07-22 13:00:21 UTC 4101 followers, 33.1K 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"  
![@TBU12345678 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1349795460.png) [@TBU12345678](/creator/x/TBU12345678) on [X](/post/tweet/1948082489777369574) 2025-07-23 18:07:13 UTC 4122 followers, 20.7K engagements


"time to start buying $CMG *CHIPOTLE REMOVED FROM US X LIST AT BOFA"  
![@TBU12345678 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1349795460.png) [@TBU12345678](/creator/x/TBU12345678) on [X](/post/tweet/1950230587329171607) 2025-07-29 16:23:00 UTC 4123 followers, 2234 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"  
![@TBU12345678 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1349795460.png) [@TBU12345678](/creator/x/TBU12345678) on [X](/post/tweet/1950206031901892629) 2025-07-29 14:45:25 UTC 4123 followers, 26K engagements


"turns out "tweener" was actually really charitable. literally took defeat out of the jaws of victory by refusing to show margin leverage during the upcycle making this another CLASSIC $NXPI print. good luck next time mean reversion boys"  
![@TBU12345678 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1349795460.png) [@TBU12345678](/creator/x/TBU12345678) on [X](/post/tweet/1947391943971119404) 2025-07-21 20:23:14 UTC 4099 followers, 5982 engagements


"congratulations to @Srasgon for being added to the $TXN blacklist as well"  
![@TBU12345678 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1349795460.png) [@TBU12345678](/creator/x/TBU12345678) on [X](/post/tweet/1947758456057794881) 2025-07-22 20:39:38 UTC 4121 followers, 28K engagements


"old enough to remember when this would have sent the stock down XX% $SMCI"  
![@TBU12345678 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1349795460.png) [@TBU12345678](/creator/x/TBU12345678) on [X](/post/tweet/1947282148022497391) 2025-07-21 13:06:57 UTC 4122 followers, 11K engagements


"@PythiaR Default back to $AAPL which per charliexcx is rotten right to the core"  
![@TBU12345678 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1349795460.png) [@TBU12345678](/creator/x/TBU12345678) on [X](/post/tweet/1949144929139036213) 2025-07-26 16:28:59 UTC 4088 followers, XXX 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"  
![@TBU12345678 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1349795460.png) [@TBU12345678](/creator/x/TBU12345678) on [X](/post/tweet/1948435279091831236) 2025-07-24 17:29:05 UTC 4122 followers, 40K engagements


"- PC pull forward sounds pretty real (bad for $DELL $HPQ $LOGI) - Tim Arcuri @ UBS getting blackballed for sure"  
![@TBU12345678 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1349795460.png) [@TBU12345678](/creator/x/TBU12345678) on [X](/post/tweet/1948499485543247921) 2025-07-24 21:44:13 UTC 4122 followers, 3745 engagements


"@bucketshopcap now do sporting events that is truly absurd"  
![@TBU12345678 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1349795460.png) [@TBU12345678](/creator/x/TBU12345678) on [X](/post/tweet/1945531168037675460) 2025-07-16 17:09:11 UTC 4108 followers, 3395 engagements


"when I review analog numbers I can't really help but think back to when Josh Buchalter at Cowen totally owned Jeff Palmer at $NXPI"  
![@TBU12345678 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1349795460.png) [@TBU12345678](/creator/x/TBU12345678) on [X](/post/tweet/1945166406141575624) 2025-07-15 16:59:45 UTC 4116 followers, 9279 engagements


"top XX easiest jobs in finance: X. Guy in IC who asks about the "recession case" X. MF PE VP X. Early Stage VC "Partner" X. Banking VP X. Late Stage VC "Partner" X. Post-MBA Associate X. LO PM (no bench) X. Tariff Consultant X. LO Analyst (no bench) XX. Pumper / Substacker"  
![@TBU12345678 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1349795460.png) [@TBU12345678](/creator/x/TBU12345678) on [X](/post/tweet/1946246340809228490) 2025-07-18 16:31:01 UTC 4087 followers, 78.4K engagements


"@insane_analyst @viggy_krishnan yeah the great part about this if the buyside eps is wrong you can short it and itll die a la $MRVL"  
![@TBU12345678 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1349795460.png) [@TBU12345678](/creator/x/TBU12345678) on [X](/post/tweet/1947024081611632897) 2025-07-20 20:01:29 UTC 4116 followers, XXX engagements


"@BlameQuants time honored tradition to sell $QCOM on the print no matter what bid it back up intra-Q then do it all again"  
![@TBU12345678 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1349795460.png) [@TBU12345678](/creator/x/TBU12345678) on [X](/post/tweet/1950665833744588916) 2025-07-30 21:12:31 UTC 4123 followers, XXX engagements


"@BlameQuants yeah advantest more a generic comment vs a read through. the us guys in the post seem more reasonable"  
![@TBU12345678 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1349795460.png) [@TBU12345678](/creator/x/TBU12345678) on [X](/post/tweet/1948546319330804049) 2025-07-25 00:50:19 UTC 4113 followers, XXX engagements


"dumb question but if the $MRVL event is supposed to be a webinar only who is the live audience live extras paid actors Alchip's engineering team"  
![@TBU12345678 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1349795460.png) [@TBU12345678](/creator/x/TBU12345678) on [X](/post/tweet/1935031923618844906) 2025-06-17 17:48:56 UTC 4110 followers, 5239 engagements


"@BlameQuants advantest cant ever go down ever"  
![@TBU12345678 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1349795460.png) [@TBU12345678](/creator/x/TBU12345678) on [X](/post/tweet/1948543315638374678) 2025-07-25 00:38:23 UTC 4123 followers, XXX 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"  
![@TBU12345678 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1349795460.png) [@TBU12345678](/creator/x/TBU12345678) on [X](/post/tweet/1948499137223106895) 2025-07-24 21:42:50 UTC 4123 followers, 39.9K engagements


"with Powell actively tanking the market and August seasonality looming there is once again only one number and one person that can save us $MSFT"  
![@TBU12345678 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1349795460.png) [@TBU12345678](/creator/x/TBU12345678) on [X](/post/tweet/1950638146309202375) 2025-07-30 19:22:29 UTC 4123 followers, 2531 engagements


"someone told me if $STX gets HAMR going then it could be a monopoly and re-rate to a $TSM multiple. sht i have to short this now right"  
![@TBU12345678 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1349795460.png) [@TBU12345678](/creator/x/TBU12345678) on [X](/post/tweet/1948061601665298588) 2025-07-23 16:44:13 UTC 4123 followers, 11.7K engagements