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

TBU posts on X about dell, $dell, dram, $nvda 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 XXXXXX -XX%
- X Month XXXXXXX +59%
- X Months XXXXXXXXX +295%
- X Year XXXXXXXXX +4,502%

### 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 -XXXX%
- X Month XX +7.10%
- X Months XXX +26%
- X Year XXX +521%

### 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 +1.40%
- X Month XXXXX +9.30%
- X Months XXXXX +163%
- X Year XXXXX +1,055%

### 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)  XXXX% [technology brands](/list/technology-brands)  XXXX% [finance](/list/finance)  XXX% [currencies](/list/currencies)  XXX% [countries](/list/countries)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX%

**Social topic influence**
[dell](/topic/dell) #391, [$dell](/topic/$dell) #12, [dram](/topic/dram) #66, [$nvda](/topic/$nvda) #194, [$amd](/topic/$amd) #17, [$ntap](/topic/$ntap) #9, [$hpq](/topic/$hpq) #3, [$amat](/topic/$amat) #47, [china](/topic/china) 1.12%, [$mrvl](/topic/$mrvl) #64

**Top accounts mentioned or mentioned by**
[@evrgn11112231](/creator/undefined) [@pythiar](/creator/undefined) [@jake_ayes](/creator/undefined) [@dalibali2](/creator/undefined) [@blamequants](/creator/undefined) [@lokoyacap](/creator/undefined) [@enertuition](/creator/undefined) [@rwang07](/creator/undefined) [@tmtlongshort](/creator/undefined) [@kairospraxis](/creator/undefined) [@raynorcapital](/creator/undefined) [@insane_analyst](/creator/undefined) [@roicaholic76](/creator/undefined) [@jigsawcap](/creator/undefined) [@poddie528392](/creator/undefined) [@revcap](/creator/undefined) [@nuancerocket](/creator/undefined) [@bucketshopcap](/creator/undefined) [@bullfightcap](/creator/undefined) [@alex_intel_](/creator/undefined)

**Top assets mentioned**
[Dell Technologies, Inc. (DELL)](/topic/dell) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Advanced Micro Devices (AMD)](/topic/$amd) [NetApp Inc. (NTAP)](/topic/$ntap) [HP Inc (HPQ)](/topic/$hpq) [Applied Materials, Inc. (AMAT)](/topic/$amat) [Marvell Technology Inc (MRVL)](/topic/$mrvl) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Hewlett Packard Enterprise Co (HPE)](/topic/$hpe) [Logitech International SA (LOGI)](/topic/$logi) [IonQ, Inc. (IONQ)](/topic/$ionq) [Micron Technology, Inc. (MU)](/topic/$mu) [2025 (2025)](/topic/$2025) [Coldstack (CLS)](/topic/$cls) [Rigetti Computing, Inc. Common Stock (RGTI)](/topic/$rgti) [D-Wave Quantum Inc. (QBTS)](/topic/$qbts) [Stacks (STX)](/topic/$stx) [Synopsys, Inc. (SNPS)](/topic/$snps) [Snowflake, Inc. (SNOW)](/topic/$snow) [KLA Corp (KLAC)](/topic/$klac) [Apple, Inc. (AAPL)](/topic/$aapl) [Workday Inc (WDAY)](/topic/$wday) [Super Micro Computer, Inc. Common Stock (SMCI)](/topic/$smci) [ZoomInfo Technologies Inc Common Stock (GTM)](/topic/$gtm) [ZoomInfo Technologies, Inc. (ZI)](/topic/$zi) [Intel Corporation (INTC)](/topic/$intc) [Taiwan Semiconductor (TSM)](/topic/$tsm)
### Top Social Posts [#](/creator/twitter::1349795460/posts)
---
Top posts by engagements in the last XX hours

"after hearing Matt Murphy at $MRVL pump his stock with gusto hearing George Kurian at $NTAP drone on about how storage will "eventually" see its day reminds me why this is a pretty easy underweight / short"  
[X Link](https://x.com/TBU12345678/status/1970912845438255292) [@TBU12345678](/creator/x/TBU12345678) 2025-09-24T18:06Z 5058 followers, 5381 engagements


"care pack of some intra-Q shorts: $LOGI: pricing is rolling implying that they couldn't push through tariffs on mice and keyboards. "ruh roh" for rev and GMs $HPQ: could be a nonprofit with commod inflation + CPU px increase. $DELL also comin' for you downmkt so gl w/ pricing"  
[X Link](https://x.com/TBU12345678/status/1976399151320678879) [@TBU12345678](/creator/x/TBU12345678) 2025-10-09T21:27Z 5049 followers, 4844 engagements


"This $AMAT 8-K on China cleans up numbers a lot and de-risks FY26 pretty nicely. Story now focused on DRAM capex upside and return of leading edge logic. Now China exposure is lowest in the group which should help close the gap with peers. Buyable dip"  
[X Link](https://x.com/TBU12345678/status/1974117990800187545) [@TBU12345678](/creator/x/TBU12345678) 2025-10-03T14:23Z 5065 followers, 11.5K engagements


"bubble boy generalist starter pack: - $STX $XX 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 $XX bro""  
[X Link](https://x.com/TBU12345678/status/1976051822377771077) [@TBU12345678](/creator/x/TBU12345678) 2025-10-08T22:27Z 5063 followers, 16.9K 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/TBU12345678/status/1977772037578842245) [@TBU12345678](/creator/x/TBU12345678) 2025-10-13T16:22Z 5064 followers, 42.4K engagements


"@PythiaR i thought $XXX was $snps then i saw the chart didnt look like death"  
[X Link](https://x.com/TBU12345678/status/1978287122608984355) [@TBU12345678](/creator/x/TBU12345678) 2025-10-15T02:29Z 5059 followers, XXX 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/TBU12345678/status/1978823917910310950) [@TBU12345678](/creator/x/TBU12345678) 2025-10-16T14:02Z 5065 followers, 7046 engagements


"the market's refusal to readthrough the bad $HPE a-day into $DELL but desire to punish the quasi-unrelated $HPQ has got me cackling today"  
[X Link](https://x.com/TBU12345678/status/1978881937738498239) [@TBU12345678](/creator/x/TBU12345678) 2025-10-16T17:53Z 5065 followers, 2320 engagements


"I'm a pod but this LT call on $AMD doing semicustom GPU actually ended up being surprisingly good. Sadly these other two gonna be wrong haha"  
[X Link](https://x.com/TBU12345678/status/1976652292570136887) [@TBU12345678](/creator/x/TBU12345678) 2025-10-10T14:13Z 5066 followers, 12.2K engagements


"pretty hilarious that $NTAP is eroding topline even though they can price lower given they have pre-bought NAND. what happens when that NAND cost base goes up in Q4 given commodity inflation hmmm"  
[X Link](https://x.com/TBU12345678/status/1976640436770054529) [@TBU12345678](/creator/x/TBU12345678) 2025-10-10T13:26Z 5059 followers, 2670 engagements


"$DELL: the strategy is moving PC down mkt and overpromising on storage+gen purp server. gl w that easy fade after a ripper on HF positioning $KLAC: process control cycle ending already promised the world + DRAM coming back needed for St nums not upside like for $ASML / $AMAT"  
[X Link](https://x.com/TBU12345678/status/1976400383863038431) [@TBU12345678](/creator/x/TBU12345678) 2025-10-09T21:32Z 5049 followers, 1691 engagements


"@rev_cap ppl been giga long the mag X for years are maxed out on net and gross then now need to go down the risk curve. these are just sources of funds by default. $NVDA has lagged ai junk but they havent really done much wrong"  
[X Link](https://x.com/TBU12345678/status/1977103283971145918) [@TBU12345678](/creator/x/TBU12345678) 2025-10-11T20:05Z 5064 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"  
[X Link](https://x.com/TBU12345678/status/1935031923618844906) [@TBU12345678](/creator/x/TBU12345678) 2025-06-17T17:48Z 5061 followers, 5417 engagements


"never forget $HPE"  
[X Link](https://x.com/TBU12345678/status/1978565609622241733) [@TBU12345678](/creator/x/TBU12345678) 2025-10-15T20:56Z 5065 followers, 5006 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 X but now there are real bear cases you can overcome (or disprove) post-Trump / $INTC vs. fantasy bear cases"  
[X Link](https://x.com/TBU12345678/status/1975982212542615602) [@TBU12345678](/creator/x/TBU12345678) 2025-10-08T17:50Z 5065 followers, 18.2K engagements


"also saying memory $NVDA is sort of braindead long term take:"  
[X Link](https://x.com/TBU12345678/status/1975615951329726762) [@TBU12345678](/creator/x/TBU12345678) 2025-10-07T17:35Z 5060 followers, 1129 engagements


"legit totally forgot that the government has been shut down for over a week. remember when that was a catalyst"  
[X Link](https://x.com/TBU12345678/status/1978527325529481635) [@TBU12345678](/creator/x/TBU12345678) 2025-10-15T18:24Z 5065 followers, 2067 engagements


"guys what if the incremental revenues are actually bad $NVDA $AVGO $AMD. Another banger from the Information"  
[X Link](https://x.com/TBU12345678/status/1979180421637116211) [@TBU12345678](/creator/x/TBU12345678) 2025-10-17T13:39Z 5065 followers, 37.4K 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) [@TBU12345678](/creator/x/TBU12345678) 2025-09-12T16:11Z 5058 followers, 4065 engagements


"stocks trading like its late capital cycle but the fed telling me its early capital cycle"  
[X Link](https://x.com/TBU12345678/status/1978955994634809401) [@TBU12345678](/creator/x/TBU12345678) 2025-10-16T22:47Z 5065 followers, 1841 engagements

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@TBU12345678 TBU

TBU posts on X about dell, $dell, dram, $nvda the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.