# ![@acceinvest Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::2014269336991444992.png) @acceinvest ACCE Investments

ACCE Investments posts on X about ai, materials, asml, applied the most. They currently have [--] followers and [--] posts still getting attention that total [--] engagements in the last [--] hours.

### Engagements: [--] [#](/creator/twitter::2014269336991444992/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2014269336991444992/c:line/m:interactions.svg)


### Mentions: [--] [#](/creator/twitter::2014269336991444992/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2014269336991444992/c:line/m:posts_active.svg)

- [--] Week [--] +363%

### Followers: [--] [#](/creator/twitter::2014269336991444992/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2014269336991444992/c:line/m:followers.svg)


### CreatorRank: undefined [#](/creator/twitter::2014269336991444992/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2014269336991444992/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [technology brands](/list/technology-brands)  [finance](/list/finance)  [currencies](/list/currencies)  [financial services](/list/financial-services) 

**Social topic influence**
[ai](/topic/ai), [materials](/topic/materials), [asml](/topic/asml), [applied](/topic/applied), [beat](/topic/beat), [novo](/topic/novo), [stocks](/topic/stocks), [$amat](/topic/$amat) #245, [$600b](/topic/$600b), [this is](/topic/this-is)

**Top accounts mentioned or mentioned by**
[@acceinvestments](/creator/undefined)

**Top assets mentioned**
[Applied Materials, Inc. (AMAT)](/topic/$amat) [Lam Research Corporation (LRCX)](/topic/$lrcx) [Microsoft Corp. (MSFT)](/topic/microsoft) [KLA Corp (KLAC)](/topic/kla-corp) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Eli Lilly and Company (LLY)](/topic/$lly) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Stevanato Group S.p.A. (STVN)](/topic/$stvn) [Novo-Nordisk (NVO)](/topic/$nvo) [Becton Dickinson and Co (BDX)](/topic/becton-dickinson) [QUALCOMM, Inc. (QCOM)](/topic/$qcom) [Goldman Sachs (GS)](/topic/goldman-sachs) [Oracle Corporation (ORCL)](/topic/$orcl)
### Top Social Posts
Top posts by engagements in the last [--] hours

"The case for tilting Lilly: ✅ Manufacturing scale advantage widening✅ Pipeline superiority confirmed✅ Pricing power validated✅ Market share trajectory favoring Lilly✅ [----] guidance removes execution uncertainty Risk/reward asymmetry shifting"  
[X Link](https://x.com/acceinvest/status/2020046749830902178)  2026-02-07T08:07Z [--] followers, [--] engagements


"Novo Nordisk just sued Hims & Hers for patent infringement on semaglutide (Wegovy/Ozempic). HIMS crashed -24%. NVO jumped +5%. But the stock moves are noise. The regulatory shift is the signal. 🧵"  
[X Link](https://x.com/acceinvest/status/2021284888477860170)  2026-02-10T18:07Z [--] followers, [--] engagements


"CEO Gary Dickerson: "We expect to grow our semiconductor equipment business over [--] percent this calendar year." 20% growth on a $28B+ annual run rate. This isn't a small company beating by a few percent. This is structural demand exceeding expectations"  
[X Link](https://x.com/acceinvest/status/2022424798333202576)  2026-02-13T21:37Z [--] followers, [--] engagements


"Lesson 2: Market is pricing [--] years not [--]. $LLY hit $1 trillion market cap on tirzepatide. That valuation = sustained dominance through [----]. Not a short-term drug trend"  
[X Link](https://x.com/acceinvest/status/2018655823568753033)  2026-02-03T12:00Z [--] followers, [--] engagements


"Lesson 3: Ancillary plays swing 3x harder than innovators. $HIMS: -16.57% (regulatory fears) $STVN: -22.56% (oral cannibalization) $NVO: +16.80% (demand anchor stability) This is why 50% of basket = Novo + Lilly"  
[X Link](https://x.com/acceinvest/status/2018655824445325399)  2026-02-03T12:00Z [--] followers, [--] engagements


"So what does this mean for thematic investors The obesity market is real. But pricing power is finite. Winners from here must manage: Science (pipeline) Scale (manufacturing) Pricing (payer negotiations) Policy (regulatory navigation) All at once"  
[X Link](https://x.com/acceinvest/status/2018757352980160627)  2026-02-03T18:43Z [--] followers, [--] engagements


"This is exactly where infrastructure plays shine: West Pharmaceutical Stevanato Becton Dickinson = the picks & shovels. They benefit from ALL competitors scaling. Fragmented competition = higher total volumes"  
[X Link](https://x.com/acceinvest/status/2018757353756135932)  2026-02-03T18:43Z [--] followers, [--] engagements


"Regardless of Novo vs Lilly dynamics: Infrastructure layer (25%) continues winning: West Pharmaceutical (10%): Supplies both companiesStevanato (8%): Glass syringes for all injectablesBecton Dickinson (7%): Pen needles for chronic therapy Total volume growth single-company risk"  
[X Link](https://x.com/acceinvest/status/2020046759653720154)  2026-02-07T08:07Z [--] followers, [--] engagements


"AMAT reported $7.01B revenue vs. $6.87B expected. Adjusted EPS $2.38 beat estimates. But forget the beatQ2 guidance is the story: $7.2-8.2B revenue vs. $7.0B consensus. That's not incremental growth. That's acceleration"  
[X Link](https://x.com/acceinvest/status/2022424797548863598)  2026-02-13T21:37Z [--] followers, [--] engagements


"Three drivers: 1) Transition to 2nm chips (more complex = more equipment steps) 2) HBM explosion for AI accelerators (AMAT's packaging biz doubling to $3B) 3) Advanced packaging becoming standard (chiplets 3D stacking). Each requires Applied's tools"  
[X Link](https://x.com/acceinvest/status/2022424799159427183)  2026-02-13T21:37Z [--] followers, [--] engagements


"The equipment thesis: When you can't pick the AI chip winner buy the companies selling tools to ALL chip makers. NVDA AMD Broadcom Qualcommthey all need TSMC/Samsung/Intel. And those foundries ALL need Applied Materials' equipment"  
[X Link](https://x.com/acceinvest/status/2022424800916836661)  2026-02-13T21:37Z [--] followers, [--] engagements


"The case for maintaining Novo exposure: ✅ Not zero-sum market (890M adults 2% penetration)✅ CagriSema pipeline optionality✅ Oral Wegovy first-mover advantage✅ Valuation support after correction✅ Diversification hedges single-company risk"  
[X Link](https://x.com/acceinvest/status/2020046753047957956)  2026-02-07T08:07Z [--] followers, [--] engagements


"TSMC just reported 37% YoY revenue growth in January6 percentage points ABOVE their full-year guidance. Here's what the AI Infrastructure basket's 37% equipment allocation just captured: 🧵"  
[X Link](https://x.com/acceinvest/status/2021864102918820136)  2026-02-12T08:29Z [--] followers, [--] engagements


"TSMC January [----] revenue: NT$401.26B ($12.7B USD) Up 36.8% YoY Up 19.8% month-over-month vs December Exceeds 30% full-year growth guidance Source: TSMC January [----] Revenue Report Feb [--] 2026"  
[X Link](https://x.com/acceinvest/status/2021864103690547304)  2026-02-12T08:29Z [--] followers, [--] engagements


"TSMC guided Q1 [----] gross margin to 63-65% up from 62.3% in Q4. Margin expansion + revenue acceleration = pricing power = willingness to invest in equipment = validation for our 37% equipment weighting"  
[X Link](https://x.com/acceinvest/status/2021864105288589513)  2026-02-12T08:29Z [--] followers, [--] engagements


"Example: AI Infrastructure 20% chip designers (NVDA AMD) 15% foundries (TSM) 37% equipment (ASML AMAT LRCX KLAC) 10% edge AI (QCOM TXN) Diversification within the theme"  
[X Link](https://x.com/acceinvest/status/2019327391772934251)  2026-02-05T08:29Z [--] followers, [--] engagements


"Example: GLP-1 / Obesity 50% therapeutic innovators (Novo Lilly) 25% infrastructure (West Stevanato BD) 15% next-gen pipeline (Amgen Viking Pfizer) 10% access (Hims) When Novo faces pricing pressure West still captures volume"  
[X Link](https://x.com/acceinvest/status/2019327392595026087)  2026-02-05T08:29Z [--] followers, [--] engagements


"Separate AI Infrastructure news: Alphabets $15B bond sale attracted $100B+ in orders deal upsized to $20B. Includes rare 100-year sterling bondfirst tech company since dot-com era. Proceeds fund $185B [----] capex (nearly 2x [----] spending). (Source: Bloomberg Feb 9)"  
[X Link](https://x.com/acceinvest/status/2021284921768136948)  2026-02-10T18:07Z [--] followers, [--] engagements


"Why hyperscalers are issuing debt for AI capex: Internal cash flow cant keep pace. Amazon Microsoft Meta Alphabet Oracle collectively targeting $650-660B AI infrastructure spending in [----]. Thats 5x their combined $121B bond issuance in [----]. (Source: BofA Securities)"  
[X Link](https://x.com/acceinvest/status/2021284927115874598)  2026-02-10T18:07Z [--] followers, [--] engagements


"The AI Infrastructure demand chain: Alphabet issues $20B in bonds Buys AI chips from TSMC TSMC spends $52-56B on equipment Orders flow to ASML Applied Materials Lam Research KLA Our basket: 37% equipment layer + 15% TSMC = 52% exposure to this capital flow"  
[X Link](https://x.com/acceinvest/status/2021284930190262482)  2026-02-10T18:07Z [--] followers, [--] engagements


"Most investors watch Nvidia's earnings to gauge AI chip demand. Smarter investors watch Applied Materials' order book 12-18 months before Nvidia's revenue peaks. Here's why equipment cycle timing matters more than you think: 🧵"  
[X Link](https://x.com/acceinvest/status/2021498441545679290)  2026-02-11T08:16Z [--] followers, [--] engagements


"The counterintuitive reality: Companies that make the tools to manufacture chips often know what's coming before the chip companies themselves. TSMC's $52-56B capex announcement (Jan 2026) isn't news about [----]. It's a signal about AI chip revenue in 2027-2028"  
[X Link](https://x.com/acceinvest/status/2021498442317533449)  2026-02-11T08:16Z [--] followers, [--] engagements


"When TSMC revenue accelerates equipment suppliers benefit 12-18 months BEFORE chips ship. Our basket: 37% in equipment (ASML 15% AMAT 8% LRCX 7% KLAC 7%) This isn't speculationit's forward-looking exposure to capex commitments"  
[X Link](https://x.com/acceinvest/status/2021864104462295074)  2026-02-12T08:29Z [--] followers, [--] engagements


"January revenue [---] ppt above full-year guidance on $12.7B base = $860M monthly beat Annualized = $10B+ incremental revenue vs conservative estimates That incremental capacity requires ASML EUV systems AMAT deposition tools LRCX etch equipment"  
[X Link](https://x.com/acceinvest/status/2021864106068697190)  2026-02-12T08:29Z [--] followers, [--] engagements


"AI Infrastructure basket structure: 52% in chip manufacturing (15% TSMC) + equipment (37%) 43% in chip design (NVDA 20% AMD 8% AVGO 10% QCOM/TXN 10%) Jan data validates infrastructure-first positioning over pure design exposure"  
[X Link](https://x.com/acceinvest/status/2021864106911785286)  2026-02-12T08:29Z [--] followers, [--] engagements


"Equipment makers report late Feb - early March: Applied Materials (AMAT) Lam Research (LRCX) KLA (KLAC) Their Q4 order books will show whether TSMC's $56B [----] capex plan is translating to actual tool shipments"  
[X Link](https://x.com/acceinvest/status/2021864107696173079)  2026-02-12T08:29Z [--] followers, [--] engagements


"Applied Materials ($AMAT) reports tonight. But here's what actually matters: Hyperscalers are spending $600B-$690B on AI infrastructure in [----]. Equipment orders happen 12-18 months BEFORE chip deliveries. Tonight tells us if this spending is real. 🧵"  
[X Link](https://x.com/anyuser/status/2022225482930954394)  2026-02-13T08:25Z [--] followers, [--] engagements


"Multiple institutional sources published [----] capex data TODAY: Futurum Research: $660B-$690B (MSFT GOOGL AMZN META ORCL) CreditSights: $602B (+36% YoY) Goldman Sachs: $527B consensus 75% ($450B) goes to AI-specific infrastructure"  
[X Link](https://x.com/acceinvest/status/2022225483702645044)  2026-02-13T08:25Z [--] followers, [--] engagements


"Microsoft alone: tracking toward $120B in FY2026 capex. The kicker $80B Azure backlog they CAN'T FULFILL due to power constraints. This isn't about demand. It's about supply"  
[X Link](https://x.com/acceinvest/status/2022225484596006987)  2026-02-13T08:25Z [--] followers, [--] engagements


"Analysts expect: Revenue: $6.89B EPS: $2.21 Last quarter: beat revenue by 2.2% But the key metric Net bookings. If bookings $7.5B + raised guidance = equipment cycle is accelerating"  
[X Link](https://x.com/acceinvest/status/2022225486240264639)  2026-02-13T08:25Z [--] followers, [--] engagements


"Equipment stocks (AMAT LRCX KLAC ASML) have underperformed despite being positioned at the START of the AI value chain. They trade below 200-day MAs while NVDA surges. Tonight could change that narrative"  
[X Link](https://x.com/acceinvest/status/2022225487141974018)  2026-02-13T08:25Z [--] followers, [--] engagements


"ALSO announced today: Applied Materials + Samsung opened the $5B EPIC Center in Silicon Valley. Joint R&D facility for 2nm and below chips. Samsung engineers embedded in AMAT's operations. First experimental wafers: Q4 [----]. Commercial production: 2027-2028"  
[X Link](https://x.com/acceinvest/status/2022225487947317274)  2026-02-13T08:25Z [--] followers, [--] engagements


"Our AI Infrastructure basket: 37% allocated to equipment makers. Why Equipment orders provide 12-18 month forward visibility before chips ship. Tonight's AMAT results test if that thesis holds"  
[X Link](https://x.com/acceinvest/status/2022225488790311096)  2026-02-13T08:25Z [--] followers, [--] engagements


"What to watch on the call (4:30 PM ET): Bookings (absolute + trend) Book-to-bill ratio (1.0 = growing backlog) Customer mix (leading-edge vs. DRAM vs. mature node) FY2026 guidance Backlog size + delivery timeline"  
[X Link](https://x.com/acceinvest/status/2022225489666949377)  2026-02-13T08:25Z [--] followers, [--] engagements


"Bull case: Bookings $7.5B guidance raised Confirms equipment cycle acceleration Historical precedent: equipment leads semis by 6-9 months in capex upcycles Bear case: Bookings $6.5B cautious guidance Signals timing delay or inventory digestion Trigger rebalancing"  
[X Link](https://x.com/acceinvest/status/2022225490510074015)  2026-02-13T08:25Z [--] followers, [--] engagements


"Next catalysts: Feb 24: Lam Research (LRCX) Feb 25: KLA Corp (KLAC) Nvidia (NVDA) Mar 4: Broadcom (AVGO) Equipment earnings cluster = validates or challenges the $600B capex thesis"  
[X Link](https://x.com/anyuser/status/2022225491374068142)  2026-02-13T08:25Z [--] followers, [--] engagements


"Context: TSMC already reported its 2nm capacity is SOLD OUT for [----] before reaching high-volume manufacturing. Capex guidance: $52-56B (above expectations). That money flows to equipment makers. AMAT Lam Research KLA ASML all benefit"  
[X Link](https://x.com/acceinvest/status/2022424800036024617)  2026-02-13T21:37Z [--] followers, [--] engagements


"Why equipment stocks matter: To deliver $450B in AI infrastructure need chips To make chips foundries need equipment Equipment orders lead chip deliveries by 12-18 months AMAT's bookings tonight = leading indicator for entire chain"  
[X Link](https://x.com/acceinvest/status/2022225485392904300)  2026-02-13T08:25Z [--] followers, [--] engagements


"Applied Materials just delivered the semiconductor equipment earnings print of the year. Q1 beat Q2 guidance smashed stock up 14%. But the real signal AI infrastructure just entered its "Giga-Cycle" phase. Here's what investors need to know. 🧵"  
[X Link](https://x.com/anyuser/status/2022424796772864416)  2026-02-13T21:37Z [--] followers, [--] engagements


"Policy tailwind: U.S. 35% Investment Tax Credit for domestic manufacturing de-risks massive capex. Fabs in Arizona Ohio Europe coming online simultaneously. This isn't speculative future capacitytools are being installed NOW"  
[X Link](https://x.com/acceinvest/status/2022424805467725978)  2026-02-13T21:37Z [--] followers, [--] engagements


"The "AI trade" evolved. Phase 1: Buy NVDA watch it 10x. Phase [--] (now): Buy the infrastructure. Applied Materials ASML Lam Research KLA. They're not as sexy as GPUs but they're capturing predictable economics from the build-out"  
[X Link](https://x.com/acceinvest/status/2022424806319116555)  2026-02-13T21:37Z [--] followers, [--] engagements


"For investors in our AI Infrastructure basket: AMAT is 8% allocation. Today's 12-14% gain = [---] basis points contribution to basket performance in ONE SESSION. Equipment layer (37% total weight) is working exactly as designed"  
[X Link](https://x.com/acceinvest/status/2022424807191511171)  2026-02-13T21:37Z [--] followers, [--] engagements


"Bottom line: Applied Materials didn't just beat earnings. They confirmed the AI infrastructure supercycle is real accelerating and has 12-18 months of forward visibility. Equipment stocks aren't priced for this yet"  
[X Link](https://x.com/anyuser/status/2022424808030372145)  2026-02-13T21:37Z [--] followers, [--] engagements


"ACCE Investments is live. Independent thematic equity research for serious investors: - AI Infrastructure basket (10 stocks) - GLP-1 Ecosystem basket (9 stocks) - Weekly intelligence + quarterly deep-dives Institutional analysis. Retail pricing"  
[X Link](https://x.com/anyuser/status/2017226924146282929)  2026-01-30T13:22Z [--] followers, [--] engagements


"Applied Materials just delivered the semiconductor equipment earnings print of the year. Q1 beat Q2 guidance smashed stock up 14%. But the real signal AI infrastructure just entered its "Giga-Cycle" phase. Here's what investors need to know. 🧵"  
[X Link](https://x.com/anyuser/status/2022424796772864416)  2026-02-13T21:37Z [--] followers, [--] engagements


"Bottom line: Applied Materials didn't just beat earnings. They confirmed the AI infrastructure supercycle is real accelerating and has 12-18 months of forward visibility. Equipment stocks aren't priced for this yet"  
[X Link](https://x.com/anyuser/status/2022424808030372145)  2026-02-13T21:37Z [--] followers, [--] engagements


"Deep-dive analysis on position-level implications rebalancing framework and scenario analysis for equipment holdings now live for @ACCEInvestments paid subscribers. Link in bio"  
[X Link](https://x.com/anyuser/status/2022424808856629340)  2026-02-13T21:37Z [--] followers, [--] engagements


"Applied Materials ($AMAT) reports tonight. But here's what actually matters: Hyperscalers are spending $600B-$690B on AI infrastructure in [----]. Equipment orders happen 12-18 months BEFORE chip deliveries. Tonight tells us if this spending is real. 🧵"  
[X Link](https://x.com/anyuser/status/2022225482930954394)  2026-02-13T08:25Z [--] followers, [--] engagements


"Next catalysts: Feb 24: Lam Research (LRCX) Feb 25: KLA Corp (KLAC) Nvidia (NVDA) Mar 4: Broadcom (AVGO) Equipment earnings cluster = validates or challenges the $600B capex thesis"  
[X Link](https://x.com/anyuser/status/2022225491374068142)  2026-02-13T08:25Z [--] followers, [--] engagements


"Bottom line: If $450B in AI infrastructure spending is real it needs chips. If it needs chips it needs equipment. Equipment orders happen first. Tonight tells us if 2026's record capex is translating into actual orders. Results after close. 📊"  
[X Link](https://x.com/anyuser/status/2022225492179378406)  2026-02-13T08:25Z [--] followers, [--] engagements

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