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

- X Week XXXXXX -XX%
- X Month XXXXXXX -XXXX%
- X Months XXXXXXXXX +53%
- X Year XXXXXXXXX +3,242%

### 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 Week XX -XX%
- X Month XX -XX%
- X Months XXX -XXXX%
- X Year XXX +385%

### 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 +0.31%
- X Month XXXXX +2.80%
- X Months XXXXX +75%
- X Year XXXXX +807%

### 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

**Social category influence**
[stocks](/list/stocks)  XXXXX% [technology brands](/list/technology-brands)  XX% [finance](/list/finance)  XXXXX% [countries](/list/countries)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [currencies](/list/currencies)  XXXX% [social networks](/list/social-networks)  XXXX%

**Social topic influence**
[$nvda](/topic/$nvda) #445, [$amd](/topic/$amd) #50, [to the](/topic/to-the) 13.64%, [$snps](/topic/$snps) #19, [$cdns](/topic/$cdns) #1, [$mrvl](/topic/$mrvl) 9.09%, [china](/topic/china) 9.09%, [arb](/topic/arb) 4.55%, [$vik](/topic/$vik) 4.55%, [$smci](/topic/$smci) XXXX%

**Top accounts mentioned or mentioned by**
[@pythiar](/creator/undefined) [@evrgn11112231](/creator/undefined) [@dalibali2](/creator/undefined) [@citrini7](/creator/undefined) [@fabknowledge](/creator/undefined) [@semianalysis](/creator/undefined) [@viggykrishnan](/creator/undefined) [@inttradenetwork](/creator/undefined) [@opu61659893](/creator/undefined) [@talentnothaver](/creator/undefined)

**Top assets mentioned**
[NVIDIA Corp. (NVDA)](/topic/$nvda) [Advanced Micro Devices (AMD)](/topic/$amd) [Synopsys, Inc. (SNPS)](/topic/$snps) [Cadence Design Systems Inc (CDNS)](/topic/$cdns) [Marvell Technology Inc (MRVL)](/topic/$mrvl) [Viking Holdings Ltd (VIK)](/topic/$vik) [Super Micro Computer, Inc. Common Stock (SMCI)](/topic/$smci) [Monolithic Power Systems, Inc. (MPWR)](/topic/$mpwr) [Datadog Inc (DDOG)](/topic/$ddog) [Skyworks Solutions Inc (SWKS)](/topic/$swks) [Apple, Inc. (AAPL)](/topic/$aapl) [Orochi Network (ON)](/topic/$on) [NXP Semiconductors NV (NXPI)](/topic/$nxpi) [Texas Instruments (TXN)](/topic/$txn) [Lyft, Inc. Class A Common Stock (LYFT)](/topic/$lyft) [Dell Technologies, Inc. (DELL)](/topic/dell) [HP Inc (HPQ)](/topic/$hpq) [NetApp Inc. (NTAP)](/topic/$ntap) [QUALCOMM, Inc. (QCOM)](/topic/$qcom) [Teradyne, Inc. (TER)](/topic/$ter) [Oracle Corporation (ORCL)](/topic/$orcl)
### Top Social Posts
Top posts by engagements in the last XX hours

"$NVDA clearly thinks $SNPS undervalued and you guys are selling $SNPS and $CDNS down to relative lows"  
[X Link](https://x.com/TBU12345678/status/1995497483905220916)  2025-12-01T14:17Z 5537 followers, 26.4K engagements


"Matt Murphy at $MRVL so good he even rugged the index arb guys"  
[X Link](https://x.com/TBU12345678/status/1997067964617502766)  2025-12-05T22:18Z 5537 followers, 8570 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 5537 followers, 5139 engagements


"wonder who smuggled those X way $NVDA Blackwell servers into China that Deepseek trained on $SMCI"  
[X Link](https://x.com/TBU12345678/status/1998747733297930684)  2025-12-10T13:32Z 5537 followers, 4194 engagements


"don't know who needs to hear this but China upside is never an investable thesis. many reasons to buy $AMD or $NVDA (for $NVDA see any number of bagholder tweets) but China is upside that never sticks. just ask: semicap analog semi EDA smartphone/rf and consumer electronics"  
[X Link](https://x.com/TBU12345678/status/1998388778994409516)  2025-12-09T13:46Z 5537 followers, 6710 engagements


"$SNPS baggies rejoice as Sassine declines to pull the rug this time"  
[X Link](https://x.com/TBU12345678/status/1998865086103040345)  2025-12-10T21:19Z 5537 followers, 8117 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"  
[X Link](https://x.com/TBU12345678/status/1935031923618844906)  2025-06-17T17:48Z 5532 followers, 5435 engagements


"3/ I add up the share $IFX.DE and $MPWR say they have in AI power and I get to 150%. sensible"  
[X Link](https://x.com/TBU12345678/status/1995581362934612383)  2025-12-01T19:50Z 5527 followers, 3911 engagements


"4/ Yuka at $DDOG whenever someone asks any question be like:"  
[X Link](https://x.com/TBU12345678/status/1995600883107987805)  2025-12-01T21:08Z 5534 followers, 3602 engagements


"5/ at happy hour Phil from $SWKS begging anyone who will listen to pay attention to his mega diversification out of $AAPL story. Good luck with the content allocations this cycle"  
[X Link](https://x.com/TBU12345678/status/1995949707584307493)  2025-12-02T20:14Z 5534 followers, 2642 engagements


"6/ $NXPI and $TXN didn't throw up on themselves so we might as well bid these to the moon. A lot less love for Hassane & Co at $ON but what's new"  
[X Link](https://x.com/TBU12345678/status/1995950203799830848)  2025-12-02T20:16Z 5534 followers, 4079 engagements


"2/ what part of the cycle is it when your $LYFT driver is trading forex on the ride"  
[X Link](https://x.com/TBU12345678/status/1995540885363392936)  2025-12-01T17:09Z 5534 followers, 4942 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 5537 followers, 15K engagements


"top X 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/TBU12345678/status/1986139211259691419)  2025-11-05T18:31Z 5537 followers, 55.2K engagements


"interesting that were selling the EDA guys to lowest relative multiples when $NVDA and $AMD are ripping R&D spendprobably nothing :P"  
[X Link](https://x.com/TBU12345678/status/1991570419472888002)  2025-11-20T18:12Z 5537 followers, 32.3K engagements


"the $ORCL doctrine ("We are now committed to a policy of chip neutrality where we work closely with all our CPU and GPU suppliers.") speaks to the fact that Larry thinks he's running a f'ing country. Seems like the $NVDA baggies gotta wait for their day. But keep tweeting"  
[X Link](https://x.com/TBU12345678/status/1998870094651535417)  2025-12-10T21:39Z 5537 followers, 6044 engagements