# ![@babybluecream Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1336521079494303744.png) @babybluecream 펭귄

펭귄 posts on X about ai, $sndk, $nvda, $intc the most. They currently have [------] followers and [--] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::1336521079494303744/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1336521079494303744/c:line/m:interactions.svg)

- [--] Week [------] +228%
- [--] Month [-------] +417%
- [--] Months [-------] +562%
- [--] Year [-------] +75%

### Mentions: [--] [#](/creator/twitter::1336521079494303744/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1336521079494303744/c:line/m:posts_active.svg)

- [--] Month [--] -66%
- [--] Months [---] +308%
- [--] Year [---] +1.20%

### Followers: [------] [#](/creator/twitter::1336521079494303744/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1336521079494303744/c:line/m:followers.svg)

- [--] Week [------] +0.51%
- [--] Month [------] +6.30%
- [--] Months [------] +201%
- [--] Year [------] +359%

### CreatorRank: [-------] [#](/creator/twitter::1336521079494303744/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1336521079494303744/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  50.82% [technology brands](/list/technology-brands)  31.15% [finance](/list/finance)  16.39% [cryptocurrencies](/list/cryptocurrencies)  8.2% [automotive brands](/list/automotive-brands)  8.2% [countries](/list/countries)  6.56% [currencies](/list/currencies)  4.92% [products](/list/products)  #4882 [exchanges](/list/exchanges)  1.64%

**Social topic influence**
[ai](/topic/ai) 31.15%, [$sndk](/topic/$sndk) #134, [$nvda](/topic/$nvda) #1685, [$intc](/topic/$intc) #139, [$mu](/topic/$mu) #500, [$amzn](/topic/$amzn) #623, [$be](/topic/$be) #63, [$ktos](/topic/$ktos) #12, [$sec](/topic/$sec) #1, [$skh](/topic/$skh) #1

**Top accounts mentioned or mentioned by**
[@peterjo4057701](/creator/undefined) [@22](/creator/undefined) [@holzzak777](/creator/undefined) [@neunghoee](/creator/undefined) [@latest](/creator/undefined) [@moltbook](/creator/undefined) [@openclaw](/creator/undefined) [@sofi8204](/creator/undefined) [@analysisop](/creator/undefined) [@andersonfdp](/creator/undefined) [@nice_stock_](/creator/undefined)

**Top assets mentioned**
[Sandisk Corporation (SNDK)](/topic/$sndk) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Intel Corporation (INTC)](/topic/$intc) [Micron Technology, Inc. (MU)](/topic/$mu) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Bloom Energy Corporation (BE)](/topic/$be) [Kratos Defense & Security Solutions, Inc. (KTOS)](/topic/$ktos) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Karman Holdings Inc (KRMN)](/topic/$krmn) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Iris Energy Limited (IREN)](/topic/$iren) [Tesla, Inc. (TSLA)](/topic/$tsla) [Advanced Micro Devices (AMD)](/topic/$amd) [Critical Metals Corp. Ordinary Shares (CRML)](/topic/$crml) [SkyWater Technology, Inc. (SKYT)](/topic/$skyt) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Quanta Services Inc (PWR)](/topic/$pwr) [Microsoft Corp. (MSFT)](/topic/$msft) [Seagate Technology Holdings PLC (STX)](/topic/seagate) [Applied Digital Corp. (APLD)](/topic/$apld) [Stacks (STX)](/topic/$stx) [Lam Research Corporation (LRCX)](/topic/$lrcx) [Western Digital Corp (WDC)](/topic/$wdc) [Cloudflare, Inc. (NET)](/topic/$net) [Figma, Inc. (FIG)](/topic/$fig) [Energy Fuels Inc. (UUUU)](/topic/$uuuu) [TMC the metals company Inc. Common Stock (TMC)](/topic/$tmc) [USA Rare Earth, Inc. Class A Common Stock (USAR)](/topic/$usar) [Amentum Holdings, Inc. (AMTM)](/topic/$amtm) [Hut [--] Mining Corp. (HUT)](/topic/$hut) [GE Vernova Inc. (GEV)](/topic/$gev) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Marvell Technology Inc (MRVL)](/topic/$mrvl) [Metadium (META)](/topic/$meta) [CoreWeave, Inc (CRWV)](/topic/$crwv) [Symbotic Inc. Class A Common Stock (SYM)](/topic/$sym) [Comfort Systems USA, Inc. (FIX)](/topic/$fix) [Cameco Corporation (CCJ)](/topic/$ccj) [Nextracker Inc. (NXT)](/topic/$nxt) [KLA Corp (KLAC)](/topic/$klac) [Teradyne, Inc. (TER)](/topic/$ter) [Apple, Inc. (AAPL)](/topic/$aapl) [Shopify Inc (SHOP)](/topic/$shop) [Helium IOT (IOT)](/topic/$iot) [DigitalOcean Holdings, Inc. (DOCN)](/topic/$docn) [Snowflake Inc. (SNOW)](/topic/$snow) [Datadog Inc (DDOG)](/topic/$ddog) [Crowdstrike Holdings Inc (CRWD)](/topic/$crwd) [Rubrik, Inc.  (RBRK)](/topic/$rbrk) [Klaviyo, Inc. (KVYO)](/topic/$kvyo) [monday.com Ltd. (MNDY)](/topic/$mndy) [Duolingo, Inc.  (DUOL)](/topic/$duol) [Zscaler Inc (ZS)](/topic/$zs) [ServiceTitan, Inc. (TTAN)](/topic/$ttan) [MongoDB, Inc. (MDB)](/topic/$mdb) [OneStream, Inc (OS)](/topic/$os) [HUBSPOT, INC. (HUBS)](/topic/$hubs) [Now Coin (NOW)](/topic/$now) [Atlassian Corporation PLC (TEAM)](/topic/$team) [GitLab Inc. (GTLB)](/topic/$gtlb) [Elastic N.V. (ESTC)](/topic/$estc) [Braze Inc. (BRZE)](/topic/$brze) [Frodo the virtual samurai (FROG)](/topic/$frog)
### Top Social Posts
Top posts by engagements in the last [--] hours

"3    [--]. $PLTR 41% [--]. $NET 27% [--]. $SHOP 24% [--]. $SNOW 23% [--]. $IOT 22% [--]. $CRWD 22% [--]. $RBRK 21% [--]. $DDOG 21% [--]. $S 21% [--]. $KVYO 21% [--]. $MNDY 20% [--]. $DOCN 20% [--]. $FIG 20% [--]. $DUOL 19% [--]. $ZS 19% [--]. $TTAN 19% [--]. $OS 19% [--]. $NOW 18% [--]. $MDB 18% [--]. $GTLB 18% [--]. $TEAM 17% [--]. $BRZE 17% [--]. $ESTC 17% [--]. $HUBS 16% [--]. $FROG 16% [--]. $PANW 15% [--]. $VEEV 14% [--]. $PATH 11% [--]. $CRM 10% [--]. $ADBE 8%  💦"  
[X Link](https://x.com/babybluecream/status/2005854208957071589)  2025-12-30T04:11Z 19K followers, [----] engagements


"$TLSA  : "2030 AI  " l [------] 📍  [----]  CEO   AI  . [--].  (SpaceX Tesla xAI )  '  '.        SpaceX     Tesla      . [--].   .  Starlink [----]        .      . [--]. '   ' .              . SpaceX  . [--]. Tesla   ' (sustainable abundance)' .      AI      . [--]. AI  . '' AI      AI( )      . [--].   ' [--]   '.            . [--].   .        ' (narrow growth)'    ' '   . [--].  [--] [--] .      [--]    (  )   . [--].   .   "   "        . [--].   . AI            . [--].   .  [--]    ' '      .    . [--].  .      '(stalifying)'   AI     . [--]. AI   . Nvidia AI     34%   '  '  ( ). [--].  .  1500GW  1000GW(   250GW  )  100GW  AI   . [--].  .  99.8% "  
[X Link](https://x.com/babybluecream/status/2016515090472935764)  2026-01-28T14:13Z 19K followers, [----] engagements


"1 Can AI Data Center Expansion Drive Sandisk's SSD . [--] Sandisk surges after Q2 results top estimates due to data . [--] SanDisk [----] Q2 Earnings Preview: Explosive Demand for . [--] SNDK Stock: How Sandisk Became One of Wall Street's "  
[X Link](https://x.com/babybluecream/status/2017092554085515759)  2026-01-30T04:28Z 19K followers, [---] engagements


"$SNDK $AMZN [------]   [--].  1.7%    . [--].      . [--].    . [--].      AI   . [--].       . [--].    AI   . [--].         . [--].  AI        . [--]. AI      B2B  . [--]. CEO           AI . [--].            . [--].         AI. [--].    PPT        . [--].        NDA     . [--].  RX    AI    . [--].      CRM AI     . [--].  AI        . [--].   SSDAI      . [--]. AI          GPU   . [--].         AI      . [--]. $SNDK  "  
[X Link](https://x.com/babybluecream/status/2018870637918646769)  2026-02-04T02:14Z 19K followers, 50.7K engagements


"1 Japan US narrow first $550 bln investment picks . - Reuters [--] Japan US eye synthetic diamond production under $550 . - Reuters [--] SoftBank to invest up to $400m developing "one of Japans largest data centers" [--] Japan's $550 billion US investment to have no FX impact top trade negotiator says [--] Fact Sheet: President Donald J. Trump Secures Unprecedented U.S. . [--] The $550 Billion US-Japan Strategic Industrial Fund - Hudson Institute"  
[X Link](https://x.com/babybluecream/status/2020321518140694938)  2026-02-08T02:19Z 19K followers, [---] engagements


"1 NVDA Largest Historical Up Moves Nvidia - Market Chameleon [--] Nvidia Stock Was Squarely in Rally Mode on Friday. Here's Why. [--] Why Is Nvidia (NVDA) Stock Soaring Today - Yahoo Finance [--] Stock Market Today Feb. 6: Nvidia Leads Rally After AI Hardware . [--] Stock Market Today Feb. 6: Nvidia Leads Rally After AI Hardware "  
[X Link](https://x.com/babybluecream/status/2020344001816392163)  2026-02-08T03:48Z 19K followers, [---] engagements


"1 Silicon Photonics Supply Chain Opportunities and Challenges for . [--] Silicon Photonics Market Size to Hit USD [-----] Billion by [----] [--] Silicon Photonics Market - Global Forecast 2026-2032 [--] OFC50: TSMC's Vision for Silicon Photonics - semivision [--] News Silicon Photonics in the Spotlight: TSMC Lifts the Curtain on COUPE at SEMICON Taiwan"  
[X Link](https://x.com/babybluecream/status/2020361144930648338)  2026-02-08T04:56Z 19K followers, [--] engagements


"$MSTR    theme .   .  DCA  . $MARA  [--]  . $BMNR    .  . $CRCL"  
[X Link](https://x.com/babybluecream/status/2020444596757831773)  2026-02-08T10:28Z 19K followers, [----] engagements


"$PYPL [------]    📌 [----] [--]   19%       . 🏷 [--]. [----]   .      8%  .    . [--]. CEO  [--]   . HP  [--] [--] CEO  AI     . [--].  [--]  . [--] [--]  [--]   [----] [----] .   . [--].  6%  . 20%        . [--].    . [----]       [----]   . [--].     .  BNPL     . [--].    .           . [--].   . [----]          . [--].  [----]  81%    . [---]  [--]    . [--].      .       CEO      "  
[X Link](https://x.com/babybluecream/status/2020465898335895694)  2026-02-08T11:53Z 19K followers, [----] engagements


"$CRML Critical Metals $TMC The Metals Company $USAR USA Rare Earth $SKYT SkyWater Technology $KTOS Kratos $KRMN Karman $AMTM Amentum AI $GOOGL Google $NUAI New Era $NBIS Nebius $IREN IREN $HUT Hut [--] $TMQ Trilogy Metals $UUUU Energy Fuels $UAMY United States Antimony $BE Bloom Energy $GEV GE Vernova $PWR Quanta Services $TSM TSMC $INTC Intel $NVDA NVIDIA $AMD AMD $SNDK Sandisk $MU Micron $STX Seagate $WDC Western Digital $RKLB Rocket Lab $ASTS AST SpaceMobile $PL Planet Labs $FLY Firefly Aerospace $RDW Redwire $ONDS Ondas $UMAC Unusual Machines $RCAT Red Cat $LEU Centrus Energy $CCJ Cameco"  
[X Link](https://x.com/babybluecream/status/2014473015304876483)  2026-01-22T22:59Z 19K followers, 39.9K engagements


"$SNDK $SEC $SKH   [------]  🍎 🕹  (1-6) [--].    [--]  . [--]. (PER=) [--]     . [--].     50%  . [--].     . [--].      . [--]. AI     .  (7-13) [--].   TV    . [--].      . [--].     . [--].     . [--]. PER [--]    . [--].     . [--]. [--]    .  (14-20) [--]. SK     . [--]. HBM( )     . [--].    . [--]. PER [--]   . [--].      . [--].   HBM  . [--].     "  
[X Link](https://x.com/babybluecream/status/2018082770090909872)  2026-02-01T22:03Z 19K followers, 12.6K engagements


"$SEC $SKH $SNDK"  
[X Link](https://x.com/babybluecream/status/2018475895003156834)  2026-02-03T00:05Z 19K followers, [----] engagements


"$SNDK $NVDA AI Agent         PC    AI          Nand  $SNDK        🔨 $SNDK"  
[X Link](https://x.com/babybluecream/status/2018962116204712405)  2026-02-04T08:17Z 19K followers, 29.9K engagements


"$SNDK   $SEC $SKH    Nand DRAM   HBM  Nand"  
[X Link](https://x.com/babybluecream/status/2018964846621114801)  2026-02-04T08:28Z 19K followers, [----] engagements


"$TSLA [------] [--]  [--]. () P/E [----] . P/E        . AI [----] [----] . [--].  P/E [----] . (  ) AI [----]  . [--]. P/E [----] .  [--]   3.9%  . [--]. P/E [----] AI   [--] [--] .  P/E [----] . [--]. P/E [-----] .      [----] [--] . [--]. [--] P/E [--]   .   P/E [--]   . [--]. () P/E [--]     . [--]. P/E [-----] Azure  AI  . [--]. P/E [----] AWS       . [--].    39%     . 11"  
[X Link](https://x.com/babybluecream/status/2021594831148204042)  2026-02-11T14:39Z 19K followers, [----] engagements


"1 South Korean Crypto Trading Volume Plummets 80% [--] South Korean Crypto Trading Volume Plummets 80%: A Stunning . [--] South Korean Crypto Trading Volume Plummets 80% [--] Traders Fear as South Korean Crypto Exchanges Set to Delist Meme Coins Kimchi Coins Altcoin south korea [--] South Koreans Bail on Crypto as Retail Traders Bemoan "  
[X Link](https://x.com/babybluecream/status/2021600411166384426)  2026-02-11T15:01Z 19K followers, [---] engagements


"HBM  [--]. HBM Suppliers $MU $HXSCL (SK Hynix) $SSNLF (Samsung) [--]. ASIC Designers $AVGO $MRVL Alchip GUC [--]. HBM Customers - GPUs: $NVDA $AMD $INTC - Cloud Service Providers: $GOOGL $AMZN $MSFT $META"  
[X Link](https://x.com/babybluecream/status/1882475138991653345)  2025-01-23T17:07Z 19K followers, [----] engagements


"$UPST Upstart Holdings Inc FinancialCredit ServicesUSANASD 1/ Upstart AI B2B2C .  [--]   .   . [----]  [--]  AI  .     Upstart . 2/ [----] [--] 2.57(YoY +102%) 2% [---] GAAP  . EPS $0.36 50% .  28(+154%) [----]  23.9%.  / . 3/   . AI  92%   .  12.2%  19%  . 4/ MOAT    10% (/  ).  - /  (5%) .    Flywheel  MOAT. 5/ [--------]   .     . ( 6%)  .  . 6/ / 8/15 $64.09. RSI [-----] . MACD  . EMA1550(70.48/68.81) [----] [--]  . [--] .    . : AI+     .   . [--]   "  
[X Link](https://x.com/babybluecream/status/1956719780091834372)  2025-08-16T14:08Z 19K followers, [----] engagements


"$BE Bloom Energy $NBIS Nebius $HOOD Robinhood $CLS Celestica $CRWV CoreWeave $SYM Symbotic $STX Seagate $CRDO Credo Technology $INSM Insmed $MU Micron $PLTR Palantir $UI Ubiquiti $FIX Comfort Systems $NET Cloudflare $AMD AMD $CCJ Cameco  $IREN IREN $SNDK SanDisk $LEU Centrus Energy $VSAT Viasat $APLD Applied Digital $KTOS Kratos $PL Planet Labs $PGY Pagaya $KRMN Karman $NXT Nextracker $TEM Tempus Al $FUTU Futu $MVST Microvast $AMSC American Superconductor $AVAV AeroVironment  $BETR Better Home $BMNR Bitmine Immersion $OKLO Oklo $TMC TMC the Metals Company $LTBR Lightbridge $GRAL Grail $OPEN"  
[X Link](https://x.com/babybluecream/status/1984400368789569820)  2025-10-31T23:21Z 19K followers, 114.1K engagements


"HBM  [--]. HBM $MU Micron $HXSCL SK Hynix $SSNLF Samsung [--]. ASIC $AVGO Broadcom $MRVL Marvell Alchip GUC [--]. HBM - GPUs: $NVDA $AMD $INTC - Cloud Service Providers: $GOOGL $AMZN $MSFT $META"  
[X Link](https://x.com/babybluecream/status/2008847177721012342)  2026-01-07T10:24Z 19K followers, [----] engagements


"🍕 $CRML Critical Metals $TMC The Metals Company $USAR USA Rare Earth / $SKYT SkyWater Technology $KTOS Kratos $KRMN Karman $AMTM Amentum AI $GOOGL Google $NUAI New Era $NBIS Nebius $IREN IREN $HUT Hut [--]  $TMQ Trilogy Metals $UUUU Energy Fuels $UAMY United States Antimony $BE Bloom Energy $GEV GE Vernova $PWR Quanta Services / $TSM TSMC $INTC Intel $NVDA NVIDIA $AMD AMD $SNDK Sandisk $MU Micron $STX Seagate $WDC Western Digital $RKLB Rocket Lab $ASTS AST SpaceMobile $PL Planet Labs $FLY Firefly Aerospace $RDW Redwire $ONDS Ondas $UMAC Unusual Machines $RCAT Red Cat $LEU Centrus Energy $CCJ"  
[X Link](https://x.com/babybluecream/status/2015374617578455395)  2026-01-25T10:42Z 19K followers, 140.9K engagements


"$KGC Deep Dive [------] 🍕 📍 kinross gold corporation          . 🍕 [--].      [----] [---]    [--]  . [--]. [--] [--]     . [---]       . [--]. [----] [--]  eps [----]  [----] [----] . [--]. [--]  [----]  [-----] eps [----]    . [--].  [--]   aisc [----]  [----]  . [--]. [----] [--] [--] [-----] [---]  [--] [-----] [--] . [--]. per [-----]    . [--].  [----]  [----] [----] [--]  [--]  . [--].    [--]  [--]   . [--]. [--]  [---]  [----]  [----] . [--]. aisc [----]  [--]     . [--].   kinross  [---] newmont [--] barrick gold [--] agncio eagle [--] polyus [--]   . [--]. kinross  [--]      . [--]. kinross   .  ebitda [----]  [--]    roe [----]  [--] . [--].    [---]   [---]    [--]. [--]. [----] [--] vanguard group [---] [--]  blackrock [---] [----] vaneck gold"  
[X Link](https://x.com/babybluecream/status/2016171658487464312)  2026-01-27T15:29Z 19K followers, [----] engagements


"$SNDK Sandisk $BE Bloom Energy $CRWV CoreWeave $WDC Western Digital $MU Micron $CCJ Cameco Corp $LRCX Lam Research $STX Seagate $ASML ASML $KLAC KLA $ESLT Elbit Systems $FIX Comfort Systems $GLW Corning $RKLB Rocket Lab $TER Teradyne $APH Amphenol $MPWR Monolithic Power $SKYT SkyWater $APLD Applied Digital $FIGR Figure $IREN IREN $KTOS Kratos $KRMN Karman $VICR Vicor $FTAI FTAI Aviation $NVMI Nova $PL Planet Labs $CAMT Camtek $ACMR ACM Research $TE T1 Energy $VSAT Viasat $SOLS Solstice $LEU Centrus Energy  $SATL Satellogic $ERAS Erasca $CRML Critical Metals $NUAI New Era Energy $HYMC Hycroft"  
[X Link](https://x.com/babybluecream/status/2016284500641382526)  2026-01-27T22:57Z 19K followers, [----] engagements


"& (Automation & Vision) $ROK $ZBRA $CGNX $FANUY  (Surgical Robotics) $ISRG $SYK $MDT $PRCT  / (Defense Autonomy / Drones) $AVAV $KTOS $LMT $NOC $BAH AI (Compute + Autonomy) $NVDA $AMD $QCOM $PLTR  (Autonomous Logistics) $SYM $SERV $AMZN $KION /  (Industrial / Human-Like Robotics) $TSLA $TER $ABB / / Picks-and-Shovels $TDY $AME   (Software machines scale)   /     AI  [--------]  . $RR (Richtech Robotics) //        [----]  AI (NVDA ) (ISRG) (ROK ABB FANUY) /(AVAV ) (SYM SERV)"  
[X Link](https://x.com/babybluecream/status/2016351071883665781)  2026-01-28T03:22Z 19K followers, [----] engagements


"(AI/ ) AI  .  .   .  $FCX - $SCCO  $TECK  $ERO  $CS   / $PWR  $ETN  $HUBB  $MYRG MYR $NVT nVent  () $BHP - BHP $RIO -  $GLNCY - $VALE - SA $IE  $TMQ  $COPX  ETF"  
[X Link](https://x.com/babybluecream/status/2016644975673675831)  2026-01-28T22:50Z 19K followers, [----] engagements


"260131 🦞 📌 AI    .  . OpenClaw(Moltbot) AI  .  . HomebrewNode.js  . 🕹 [--]. AI  . [--] AI  . AI   . [--]. (Moltbot) . (molt) AI . Clawdbot OpenClaw . AI . [--].  1: Homebrew .  /bin/bash -c "$(curl -fsSL . M1/M2/M3 Apple Silicon . [--].  2: Node.js . brew install node@22 npm install -g MoltBot@latest  .  MoltBot --version. [--].  3: . MoltBot onboard API (Claude GPT )  . Full Disk Access . [--].  . AI   .  . [--].  . Markdown zip .   .  . [--].  . AI   .  . MOLT [----] . [--].  .    configure. AI . tmux . [--]. AI  .   .   .  "  
[X Link](https://x.com/babybluecream/status/2017595012750680191)  2026-01-31T13:45Z 19K followers, 25.8K engagements


"$ORCL [------] AI"  
[X Link](https://x.com/babybluecream/status/2018317500749107206)  2026-02-02T13:36Z 19K followers, [----] engagements


"1.   [----] [--] [--]    . KB  [----] [--]   [--] [---]  [----]   [--]  . [----] [--]   0.27% [--]    [--]     . [--].  [--]        . [----] [--]   [--] [---]   [--]   [--]     . [--]   [--]       . [--]. [--]   [---]  [--]  . DSR() 40% 4.5% [--]   . [----]  DSR [--]        . [--]. DSR         .  [--]  [----]   DSR 20%   40%  .       DSR  . [--].   [----]   [----]  [---]  .  [--]        . [----] [--]     LTV 70% 40%   . [--].   LTV 40%  [--]   [--]   [--] .  [--]   [--]  DSR 40%     [--]    .   [--]   . [--]. [--]   [--]    [---]  . [----] [--]        [--]      . [--]   DSR [--]   [--------]   . [--].          .     [--]            . [----] [--]     10%    . [--]. [--]  [--]      . [----]  [--]    5%         .         ( )"  
[X Link](https://x.com/babybluecream/status/2020367631740707309)  2026-02-08T05:22Z 19K followers, 22.9K engagements


"AI  [------] [--].  AI  90% [----] [---]  AI   . AI            [--]. TSMC CoWoS(Chip-on-Wafer-on-Substrate)  [----] 7580K wpm( ) [----] 120130K wpm      . TSMC [----] [----]  Amkor SPIL OSAT  . [--].    AI   Quanta Computer [--]   17%    [--]  AI  . [--]. (Hon Hai) NVL [--]  Quanta NVL [--]  Wistron Inventec GIGABYTE ASUS     AI   . [--].    ASIC   Wiwynn  Quanta  . [----] [---]  AI   [--] [----] . [--]. AI   20kW 120kW      GPU     . [--]. Delta Electronics 'Grid to Chip'               . [--].             GB200 GB300 Rubin     . [--].  [----]      AI   AI  [--]  [--]  . [--]. GMI Cloud [----] [--] [--]  AI   Blackwell GB300  [--]  [----] GPU  [---]   [--] . [--]. CES [----] 57"  
[X Link](https://x.com/babybluecream/status/2020695507354681675)  2026-02-09T03:05Z 19K followers, [---] engagements


"1 Taiwan's AI Supply Chain Dominance: Beyond Silicon [--] TSMC's CoWoS Capacity: Scaling Up Outsourcing and Shifting to .globalsemiresearch.substack.com tsmcs-cowos-capacity-scaling-up-outso. [--] TSMC's CoWoS capacity - by Moore Morris - Nomad Semi [--] Taiwan's Big Manufacturers Jump into AI Servers - Visive [--] How AI servers are transforming Taiwan's electronics manufacturing "  
[X Link](https://x.com/babybluecream/status/2020695511892914686)  2026-02-09T03:05Z 19K followers, [---] engagements


"$AAPL [--]     Hardshell    "  
[X Link](https://x.com/babybluecream/status/2021059713652359375)  2026-02-10T03:12Z 19K followers, [----] engagements


"$ARKK  [--] 38% .  $QQQ   "  
[X Link](https://x.com/babybluecream/status/2021087125723283868)  2026-02-10T05:01Z 19K followers, [----] engagements


"$MCD [------] 🍔  📍           . [--].      . [----] [--]   [------]  [---] [---]    [--] [---] [--]  .         . [--].    [---] [---]  . [----] [--]      [---]  [---]  [------]   [----------] .  [----] [--]  [-----]       . [--].     . [----]   [----] [----]  [----]  [----]   [------]  .   ( ) [-----]     [--]  . [--].     .           .            . [--].    .         .  [--]  [--]          . [--].     .   [--]  [--]        . [--]         . [--].     .              .  [------]         . [--]. KFC    . KFC [------]       .        . [--].      .          .         . [--]. [--]      . [----] [--]      [--]  ( ) [--]    "  
[X Link](https://x.com/babybluecream/status/2021178692031119561)  2026-02-10T11:05Z 19K followers, [---] engagements


"260210 [--].    5070%  .   [--] [--]   900( [--] [--] )  . [--].      .    [--]     . [--].       .         . [--].      . [----]   5%  [--]  20%  . [--].    [----]   [--]  [--]  .  300(1 [--] )  [--] . [--].   Shopee Lazada    [----]  15%  .   . [--].       .        [--]. (VAT Refund)  . [----]        . [--].    75A 85D  .      . [--].    1/3   .    VAT      "  
[X Link](https://x.com/babybluecream/status/2021194769108697338)  2026-02-10T12:09Z 19K followers, [----] engagements


"1  Wacoal    [--]     [--]   / [--]   -   [--] 100%   [--]   Wacoal   [--]    "  
[X Link](https://x.com/babybluecream/status/2021194774951379454)  2026-02-10T12:09Z 19K followers, [---] engagements


"260211 [--].  [----]  80%   . [----] [--] [--] [--] [--]  [-----]  [----] [--] [--] [----] [--] [--] [----] (575 )  [---]   . [--].       .  (  )   [----] [--]    . [--].  [----] [--] [--] [---] ( [--] )   [-----] [----] .   [---] [---]       . [--].       .         50% [----] [--]  12%  . [--].     .         . [----] [--]  25%      . [--]. [----] [--] [--] [--]     .      [----] AI      . [--].       .           . [--].     . (    ) KYC/AML(/)   [----]      [--]  . [--].        . [----]        [---]  [--]  [--] [----]  [--] [----] . [--].            .  [--------]        FOMO(  )  "  
[X Link](https://x.com/babybluecream/status/2021600405789307372)  2026-02-11T15:01Z 19K followers, [---] engagements


"$SKH $SEC [------] SK vs   [--]. SK 16(Gb) LPDDR6  14.4Gbps   12.8Gbps       . [--]. LPDDR6      LPDDR5         . [--]. SK [----] [--]   (ISSCC 2026) 14.4Gbps LPDDR6      . [--]. Gbps   [--]   14.4Gbps  1.8GB     AI . [--]. [----] [--] [--]  LPDDR6   10.7Gbps 14Gbps  . [--]. SK 14.4Gbps  12.8Gbps 12.5%     . [--]. LPDDR6 [----] [--]   JEDEC  LPDDR5X  [--]  25%   . [--].       AI        . [--]. [--] LPDDR6     SK    . [--].  LPDDR6 [----]         "  
[X Link](https://x.com/babybluecream/status/2021614212901216470)  2026-02-11T15:56Z 19K followers, [---] engagements


"1 SK hynix to tease 48Gbps/24Gb GDDR7 14.4Gbps "  
[X Link](https://x.com/babybluecream/status/2021614217556553801)  2026-02-11T15:56Z 19K followers, [---] engagements


"$SKH $SEC $AAPL   [------] [--]. SK 14.4Gbps 12.8Gbps LPDDR6        [----]  LPDDR6 [----]  [--]   . [--].   AI   8GB RAM   AI   0.71.5GB RAM   7GB . [--]. [--]     LPDDR5X 6070%   SK  [--] . [--]. SK   AI  (HBM)  LPDDR   HBM LPDDR    . [--]. HBM  LPDDR5X     [--]  1b      . [--].    [----] [--]  SK     80%  SK 100%    . [--]. 12GB LPDDR5X  [----]  230%   [--]  [--]       . [--]. [--] [----]   [----]     12GB RAM [--] LPDDR5X   . [--].  [--] LPDDR6   LPDDR6 [----] [----]   [--]    LPDDR5X AI  . [--]. SK 14.4Gbps LPDDR6 [----]  [--]         AI       "  
[X Link](https://x.com/babybluecream/status/2021615457707696313)  2026-02-11T16:00Z 19K followers, [---] engagements


"2026 S&P [---]   [--] [--]. Sandisk Corporation: $SNDK [--]. Western Digital $WDC [--]. Seagate Technology $STX [--]. Micron Technology $MU [--]. Moderna $MRNA [--]. Lam Research $LRCX [--]. KLA Corporation $KLAC [--]. Bunge Global $BG [--]. Intel $INTC [--]. Applied Materials $AMAT"  
[X Link](https://x.com/babybluecream/status/2016727697163178242)  2026-01-29T04:18Z 19K followers, [----] engagements


"2026  [--] [--]. $SNDK +152% [--]. $BE +65% [--]. $WDC +64% [--]. $CRML +59% [--]. $ENPH +55% [--]. $TWST +55% [--]. $APLD +43% [--]. $ASTS +40% [--]. $NXT +39% [--]. $MU +38% [--]. $INTC +37% [--]. $NTLA +37% [--]. $LRCX +35% [--]. $RDW +32% [--]. $ASML +32%"  
[X Link](https://x.com/babybluecream/status/2020336301539750069)  2026-02-08T03:18Z 19K followers, [----] engagements


"1 Apple prepares early for iPhone [--] launch - [--] million LPDDR5X "  
[X Link](https://x.com/babybluecream/status/2021615466779947228)  2026-02-11T16:01Z 19K followers, [---] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing