# ![@Marcille2024 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1809694067078623232.png) @Marcille2024 Marc

Marc posts on X about $intc, tariffs, china, taiwan the most. They currently have [-----] followers and [----] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::1809694067078623232/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1809694067078623232/c:line/m:interactions.svg)


### Mentions: [--] [#](/creator/twitter::1809694067078623232/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1809694067078623232/c:line/m:posts_active.svg)


### Followers: [-----] [#](/creator/twitter::1809694067078623232/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1809694067078623232/c:line/m:followers.svg)


### CreatorRank: [-------] [#](/creator/twitter::1809694067078623232/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1809694067078623232/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [finance](/list/finance)  [countries](/list/countries)  [technology brands](/list/technology-brands)  [automotive brands](/list/automotive-brands)  [celebrities](/list/celebrities)  [travel destinations](/list/travel-destinations)  [currencies](/list/currencies)  [social networks](/list/social-networks)  [cryptocurrencies](/list/cryptocurrencies) 

**Social topic influence**
[$intc](/topic/$intc) #6, [tariffs](/topic/tariffs), [china](/topic/china), [taiwan](/topic/taiwan), [iran](/topic/iran), [money](/topic/money), [samsung](/topic/samsung), [investment](/topic/investment), [ai](/topic/ai), [israel](/topic/israel)

**Top accounts mentioned or mentioned by**
[@diyas1989](/creator/undefined) [@alexintel](/creator/undefined) [@dreadybear](/creator/undefined) [@schamorro357](/creator/undefined) [@petgelsinger](/creator/undefined) [@yao30059829](/creator/undefined) [@elasticiac](/creator/undefined) [@beefcubee](/creator/undefined) [@siliconfly](/creator/undefined) [@dkrajasekar](/creator/undefined) [@pers0naluni0n](/creator/undefined) [@chaintrust0103](/creator/undefined) [@xyang2023](/creator/undefined) [@antonlavay](/creator/undefined) [@wumacus](/creator/undefined) [@jukanlosreve](/creator/undefined) [@granzon777](/creator/undefined) [@gindi4711](/creator/undefined) [@gmeloding](/creator/undefined) [@zyl19911](/creator/undefined)

**Top assets mentioned**
[Intel Corporation (INTC)](/topic/$intc) [Tesla, Inc. (TSLA)](/topic/tesla) [Advanced Micro Devices (AMD)](/topic/$amd) [MP Materials Corp. (MP)](/topic/$mp) [Morgan Stanley (MS)](/topic/morgan-stanley) [Taiwan Semiconductor (TSM)](/topic/$tsm) [ASP Isotopes Inc. (ASPI)](/topic/$aspi) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Micron Technology, Inc. (MU)](/topic/$mu) [Arm Holdings plc (ARM)](/topic/$arm) [Apple, Inc. (AAPL)](/topic/$aapl)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@KamalaHarris @Tim_Walz Stolen nomination. Stolen valor. Stolen policies"  
[X Link](https://x.com/Marcille2024/status/1822700124298211775)  2024-08-11T18:22Z [--] followers, [--] engagements


"It's in the Reagon Presidential Library too. Someone working in Reagan's admin marked it up and "Read". A known secret for many insiders. @da_underlord That whole interview was very enlightening. This man worked for Senators Mondale and Kavitz. The interview can be found in the fbi vault archives. @da_underlord That whole interview was very enlightening. This man worked for Senators Mondale and Kavitz. The interview can be found in the fbi vault archives"  
[X Link](https://x.com/Marcille2024/status/1822701217283555527)  2024-08-11T18:26Z [--] followers, [--] engagements


"@AnthonyJClark @AnabelVilleroy I've read it a couple of times and while most of the policy predictions and insights into the media were quite prophetic to an uncanny extent some paragraphs seem to be too caricatural. Worshipping Satan and Israel is going to be the only place left standing that kinda stuff"  
[X Link](https://x.com/Marcille2024/status/1822739361324270070)  2024-08-11T20:58Z [--] followers, [--] engagements


"$SMCI what's happening"  
[X Link](https://x.com/Marcille2024/status/1889211398908977451)  2025-02-11T07:14Z [--] followers, [---] engagements


"@JHendricks43889 Somebody's dumping shares starting [--] AM. I don't like what I'm seeing"  
[X Link](https://x.com/Marcille2024/status/1889211732603666448)  2025-02-11T07:15Z [--] followers, [--] engagements


"@Cornywool I think it's price manipulation at these hours low volume so they can beat down the price"  
[X Link](https://x.com/Marcille2024/status/1889212485321863247)  2025-02-11T07:18Z [--] followers, [--] engagements


"@Cornywool At these hours idk.if they keep this up it's gonna take progressively more and more sells to keep the shares down as people wake up. Fake momentum for the morning people perhaps Everybody's on edge and I'm pretty sure they picked 2AM to sell. This is deliberate"  
[X Link](https://x.com/Marcille2024/status/1889213880708038712)  2025-02-11T07:24Z [--] followers, [--] engagements


"@Cornywool It's a clear play of emotions. I hope people can see through this. I've no doubts about SMCI itself just the down stream effect of people chickening out - it's happening right now. Looking at the data it's not ineffective instead of calling their bluff people just sell along"  
[X Link](https://x.com/Marcille2024/status/1889216032444911958)  2025-02-11T07:32Z [--] followers, [--] engagements


"@bensaida7 Looks like it's a done deal. All in"  
[X Link](https://x.com/Marcille2024/status/1889222896545038663)  2025-02-11T08:00Z [--] followers, [---] engagements


"@The3Antons @APE_TN Quite so"  
[X Link](https://x.com/Marcille2024/status/1889224089363177967)  2025-02-11T08:04Z [--] followers, [---] engagements


"@Taphil5 Can't be the place to sell the news - the company's barely trading above revenue. There has to be more upside than $40"  
[X Link](https://x.com/Marcille2024/status/1889227172126265551)  2025-02-11T08:17Z [--] followers, [--] engagements


"@PereFastFinger @Inbar772 @Kolby_Smith How"  
[X Link](https://x.com/Marcille2024/status/1889238599867978069)  2025-02-11T09:02Z [--] followers, [--] engagements


"@Cornywool Christ's sake"  
[X Link](https://x.com/Marcille2024/status/1889239783429316824)  2025-02-11T09:07Z [--] followers, [--] engagements


"@realmemes6 There's good headroom for MU in HBM. They're just getting started. DRAM Probable gain too from a blanket semiconductor tariff"  
[X Link](https://x.com/Marcille2024/status/1889504566904770661)  2025-02-12T02:39Z [--] followers, [--] engagements


"@Shawnha56607973 Christ"  
[X Link](https://x.com/Marcille2024/status/1889928523634389363)  2025-02-13T06:44Z [--] followers, [--] engagements


"@Auntie_Fran @JayBarlowBot @ZacksJerryRig Good call. Should start considering below [---] and/or after March"  
[X Link](https://x.com/Marcille2024/status/1894970941907836970)  2025-02-27T04:40Z [--] followers, [--] engagements


"Zoochosis is the word. Sometimes animals in captivity exhibit strange behaviors like pacing in circles all day because their bodies lack the stimulation of being free in the wild. Sometimes these animals are trained to do absurd or ridiculous things like jumping through hoops . Sometimes this hurts Sometimes animals in captivity exhibit strange behaviors like pacing in circles all day because their bodies lack the stimulation of being free in the wild. Sometimes these animals are trained to do absurd or ridiculous things like jumping through hoops . Sometimes this hurts"  
[X Link](https://x.com/Marcille2024/status/1896425112938987534)  2025-03-03T04:59Z [--] followers, [--] engagements


"I think the tariffs hold. But Intel needs more than 25% to get pre-pays lining up. The tariffs is why Wei is openning the coffers. Trump needs private sector investment to fill the void of past government overspending to avoid a recession. Intel is already out of cash considering their predicament they might even need some cash from Trump - not gonna happen. So Intel's position is more like a passive beneficiary they themselves have been a bargaining chip used to win TSM's big bag of cash. I'm thinking 25% tariffs for now TSM 100B investment in the US Trump will probably reserve the 100% hike"  
[X Link](https://x.com/Marcille2024/status/1896599450409201994)  2025-03-03T16:32Z [--] followers, [--] engagements


"@TheMarketRaven Was all eyes on semi stocks for the TSMC announcement had a little feeling the 25% tariffs were non negotiable but I was too preoccupied with thinking about Semis. Turns out the broader market called the shots semis hardly moved by TSMC news. what a throw"  
[X Link](https://x.com/Marcille2024/status/1896658260109001149)  2025-03-03T20:25Z [--] followers, [--] engagements


"@diyas_1989 @TSLA50T lmfao"  
[X Link](https://x.com/Marcille2024/status/1896769913894871219)  2025-03-04T03:49Z [--] followers, [--] engagements


"@Zachary_0421_ @Balder13946731 yup"  
[X Link](https://x.com/Marcille2024/status/1896785682485715378)  2025-03-04T04:52Z [--] followers, [--] engagements


"@jtsla4 @0989Trader Think new Canada Mexico tariffs could also have a deal by then (3/21 expr. long call you suggested)"  
[X Link](https://x.com/Marcille2024/status/1897138676746129478)  2025-03-05T04:14Z [--] followers, [--] engagements


"@Lukateake @kaitlancollins They should start the proceeds. Without the tariffs actual start stinging none of them would actually move back. I just don't know if Americans are even willing to make shit here anymore. US Steel tried their best and look where they're at. I live in Pittsburgh"  
[X Link](https://x.com/Marcille2024/status/1897470329930318264)  2025-03-06T02:12Z [--] followers, [--] engagements


"That's what held me off. Trump is not hard to read and you can tell he respects TSMC a lot from his two recent appearances (well informed for a guy his age prob. by the SV people he's with). He'll probably give an extension to TSM the way he speaks of it they're on good terms TSM probably got this as part of the deal. "We gave them nothing" during yesterday's address is a good counterpoint though probably should rewatch that part. Intel's desperatly trying to sell off everything probably didn't bode well with him either even just on intuition. Implied Intel themselves had zero confidence in"  
[X Link](https://x.com/Marcille2024/status/1897476776323932299)  2025-03-06T02:38Z [--] followers, [--] engagements


"@rwang07 Clock's ticking"  
[X Link](https://x.com/Marcille2024/status/1897478836729565616)  2025-03-06T02:46Z [--] followers, [---] engagements


"@lithos_graphein Eighty months of owning the Silicon fields. Can you imagine the wealth In your eyes I need to see it in your eyes"  
[X Link](https://x.com/Marcille2024/status/1897479626290524423)  2025-03-06T02:49Z [--] followers, [---] engagements


"@TheMarketRaven Short Broadcom NFA"  
[X Link](https://x.com/Marcille2024/status/1898012114591043745)  2025-03-07T14:05Z [--] followers, [--] engagements


"@vandy_trades @JPATrades Depends on the entry. $110 Could be some upside to bank on (120 this week is not unlikely) but considering the IV in these options these days long calls don't even make that much money to justify the risk"  
[X Link](https://x.com/Marcille2024/status/1898593693159854375)  2025-03-09T04:36Z [--] followers, [---] engagements


"@hypoC_Eng_foot @chsmrrll @BrianTycangco lmao"  
[X Link](https://x.com/Marcille2024/status/1898597205390291277)  2025-03-09T04:50Z [--] followers, [--] engagements


"3070 wasn't meant to be. I have two myself great cards but for most of its shelflife the thing costs way more than MSRP. 5070ti's [----] CUDA cores 16gigs of G7 memory and being on the GB203 is not nothing. First new generation [--] class card to launch on a [---] die. 3070's low cost is mainly the dirt cheap Samsung 8N node as well (which is just a 10nm++ node). Even then Nvidia was greedy with [--] and 70ti - GA104 and 8gigs of Vram. The vram is a constant headache I should say. [----] ti is on TSMC's 4NP their nodes are overbooked many times over with Intel AMD and Nvidia all on the same 4nm node and"  
[X Link](https://x.com/Marcille2024/status/1898649235257520345)  2025-03-09T08:17Z [--] followers, [---] engagements


"Nice thread @TreyPrew3 @grok @zerohedge Not only that Japan could be forced to sell it's US Treasury holdings to pay back the interest to it's JPY domestic bond holders causing US Treasuries to rise further. We are finally reaching the end game of the [----] quantitative easing cycle @TreyPrew3 @grok @zerohedge Not only that Japan could be forced to sell it's US Treasury holdings to pay back the interest to it's JPY domestic bond holders causing US Treasuries to rise further. We are finally reaching the end game of the [----] quantitative easing cycle"  
[X Link](https://x.com/Marcille2024/status/1898988769279111674)  2025-03-10T06:46Z [--] followers, [--] engagements


"@CheesyRick @zerohedge First time using grok interpret post haha pretty good https://x.com/i/grok/share/0XI9cf45eFr6HsSthdSZXQI97 https://x.com/i/grok/share/0XI9cf45eFr6HsSthdSZXQI97"  
[X Link](https://x.com/Marcille2024/status/1898989723844071731)  2025-03-10T06:50Z [--] followers, [--] engagements


"Fact is the industry wide practice post-pandemic is to focus on operating income and healthy margins rather than maximizing output. The hit from the pandemic definitely accelerated this adjustment in mindset. A change that is probably permanent. @ShksprnDngrMnky @unusual_whales Who is going to invest into such development and drilling and production The oil companies Why would they invest in something that reduces the price of their product and their revenue @ShksprnDngrMnky @unusual_whales Who is going to invest into such development and drilling and production The oil companies Why would"  
[X Link](https://x.com/Marcille2024/status/1899525814258987131)  2025-03-11T18:20Z [--] followers, [--] engagements


"Disagree actually. If the conservatives stay in power for longer than [--] years Intel's capacity will only be insufficient let alone dismantled. I understand they want to sabotage onshore capabilities but if Trump catches them doing that they're done. US fabless could have more power here than thought"  
[X Link](https://x.com/Marcille2024/status/1899675186355413380)  2025-03-12T04:13Z [--] followers, [---] engagements


"Which is fine imo if a JV quells their fears of Intel as Apple had of Samsung TSMC coming in (albeit unwillingly) as arbitor and operator of these fabs while Intel cashes a fat cheque I don't see a problem with it. It's the only way it's gonna work is with Trump [---] with guns held to their heads to get that kind of value put behind a buyout like this. I believe it's now or never"  
[X Link](https://x.com/Marcille2024/status/1899676634455716076)  2025-03-12T04:19Z [--] followers, [--] engagements


"I think Trump will try to work towards what you're saying here the thing is the industry doesn't have a lot of trust in Intel F's expertise as of this moment. I agree though if there's a way to lend TSMC's IP support without them potentially sabotaging the thing (huge conflict of interest as seen in the quarrel over 100B US investment in Taiwanese media and politics as we speak). But US Fabless trust TSM a lot more that's a fact"  
[X Link](https://x.com/Marcille2024/status/1899677754695536733)  2025-03-12T04:24Z [--] followers, [---] engagements


"The process itself is just the beginning of their problems. You already saw that they didn't even bulge on tariff threats and every one of leading US fabless still stuck with TSM. Ohio's '2030' quite literally is a statement of failure here in retrospect that Intel alone can't secure substantial orders unless the tariffs get a lot higher than 25%"  
[X Link](https://x.com/Marcille2024/status/1899678793381630361)  2025-03-12T04:28Z [--] followers, [--] engagements


"TSM's 100B is much paid out of pocket by US fabless giants. They'd pay that much AND wait that long to stick with TSM over Intel. I'm shocked myself but the reality is Trump's tariffs has to get a lot higher and kick in much sooner to start scaring some of these companies to jump onto the Intel ship"  
[X Link](https://x.com/Marcille2024/status/1899679466793677077)  2025-03-12T04:30Z [--] followers, [--] engagements


"@Alex_Intel_ @AutoGrit They were terrible at it even when they had the best node in the world by a generation (14nm FinFET Intel Custom Foundry). Altera did beat Xilinx's ass with that process for one gen but ICF's services were mostly very hard to use. The whole story is just sad"  
[X Link](https://x.com/Marcille2024/status/1899680315443913115)  2025-03-12T04:34Z [--] followers, [--] engagements


"MJ said in MWC that customers said about 18A 'The process is good I can use it'. Intel alone could probably crack it but probably not as fast as US fabless wishes. TSM is the one inserting itself into the conversation imo. Problem is both supply (Intel) and demand (Fabless) seem to want this middleman involved. Something doesn't add up here. My guess is Intel needs cash and tech support Fabless need volume and guarentees. TSM is the catalyst here in the reaction without it the process takes much longer. Just my two cents"  
[X Link](https://x.com/Marcille2024/status/1899682673724911906)  2025-03-12T04:43Z [--] followers, [---] engagements


"I kinda agree that if Intel drags this out TSM stands to lose more. The only thing that's gotta change is Intel's bad name among US Fabless. That's gonna take till at least 2H26. TSM is smart to insert itself into the conversation here. But I still believe that the desperation Trump beat out of them could only be best capitalized by a JV. Remember TSM's own doctrine a month ago was to not accept any JV or any operation of Intel's foundries. They will lose the shield and massive amounts money to take over the mess. Now they're coughing up blood now could be an opportune moment to shake them"  
[X Link](https://x.com/Marcille2024/status/1899687270938034438)  2025-03-12T05:01Z [--] followers, [--] engagements


"@AntonLaVay Easy pass. Hakeem and Mike Johnson had a deal already"  
[X Link](https://x.com/Marcille2024/status/1899689481797546110)  2025-03-12T05:10Z [--] followers, [---] engagements


"@MooreMorrisFan Perhaps 100b investment didn't buy them the extension they wanted Or it could be old news. Lutnick's did say that the Semiconductor tariffs will come online as planned on April [--]. TSM should be a bit desperate if this is the case"  
[X Link](https://x.com/Marcille2024/status/1899704160838128016)  2025-03-12T06:09Z [--] followers, [---] engagements


"@I_loves_deep_nn USSMC back on the table"  
[X Link](https://x.com/Marcille2024/status/1899707200731312131)  2025-03-12T06:21Z [--] followers, [---] engagements


"@schamorro357 Could be old news could be actual new development. Held for too long last time and got crushed when the [--] went to [--] in two weeks after the rumours were dispersed. Not sure about this time.really not sure"  
[X Link](https://x.com/Marcille2024/status/1899708838703403225)  2025-03-12T06:27Z [--] followers, [--] engagements


"@Lukateake @D_K_Rajasekar I think they'll announce to continue Ohio expansion soon at the White House. Trump did one already with brian with Fab [--] in [----]. He likes these publicity stunts"  
[X Link](https://x.com/Marcille2024/status/1899943475245699533)  2025-03-12T21:59Z [--] followers, [--] engagements


"@XYang2023 @Alex_Intel_ Yeah they do. Mostly descended from Song and Ming Dynasty immigrants so they have a more Middle Chinese sounding system"  
[X Link](https://x.com/Marcille2024/status/1899963269072253352)  2025-03-12T23:18Z [--] followers, [--] engagements


"Tan as CEO could be a good step towards Pat coming back. He quit in August last year precisely because he's unhappy with Intel board. "Tan grew frustrated as the board did not follow his recommendations over how to make the manufacturing business more customer-centric and to remove unnecessary bureaucracy a person close to Tan said." Teams on some projects were as much as five times larger than others doing comparable work at rivals such as Advanced Micro Devices"  
[X Link](https://x.com/Marcille2024/status/1899966081722143125)  2025-03-12T23:29Z [--] followers, [---] engagements


"@MeringdalMartin @wwmidia Nahhh lmao Friday is crazy man"  
[X Link](https://x.com/Marcille2024/status/1899966434853220547)  2025-03-12T23:31Z [--] followers, [--] engagements


"@pers0naluni0n @BauduinSven @jaykihn0 Beautiful"  
[X Link](https://x.com/Marcille2024/status/1899967286087229834)  2025-03-12T23:34Z [--] followers, [---] engagements


"@TheMarketRaven Honestly your entry prices sometimes confuse me because IBKR and Futu gives me slightly different prices to the same options contract you posted. idk why that is maybe you have a clue"  
[X Link](https://x.com/Marcille2024/status/1900000941211832827)  2025-03-13T01:48Z [--] followers, [--] engagements


"@meng59739449 But I believe he also didn't like what PG was doing as CEO. They had a lot of disagreements. PG could still be back but it's not that likely. CTO"  
[X Link](https://x.com/Marcille2024/status/1900044685671866719)  2025-03-13T04:42Z [--] followers, [---] engagements


"@Remzztrades "Some sort fo conference" wow. Not knowing what GTC is while still being accurate in a market led by AI Semiconductor stocks is crazy. How do you do it Is technical analysis really all one needs"  
[X Link](https://x.com/Marcille2024/status/1900371633249869944)  2025-03-14T02:21Z [--] followers, [---] engagements


"@Alex_Intel_ @schamorro357 Yeah it can all happen really fast. Because once Tariffs kick in Intel will start landing big customers. As soon as names like Apple Nvidia Broadcom Qualcomm are even mentioned Intel will jump 10+%"  
[X Link](https://x.com/Marcille2024/status/1900609238017122697)  2025-03-14T18:05Z [--] followers, [---] engagements


"It's the Trump effect. US Fabless is like 80% of their customer base and a potential 100% Semiconductor tariff by the time SF1.4 and Rapidus 2nm is ready AND a full embargo of China by all allies of the US means death to their ambitions. Intel will eat their lunch being already on US soil and even TSMC itself will take a sizable hit"  
[X Link](https://x.com/Marcille2024/status/1900712906557452794)  2025-03-15T00:57Z [--] followers, [---] engagements


"@alexanderc1003 @TechEpiphanyYT Am I the only one who thinks they should go back to the Core iX nameing scheme"  
[X Link](https://x.com/Marcille2024/status/1901087998923395280)  2025-03-16T01:47Z [--] followers, [--] engagements


"@jason1730 @Inna0214 RKLBphotonlaunch vehicle"  
[X Link](https://x.com/Marcille2024/status/1901475832062689424)  2025-03-17T03:29Z [--] followers, [---] engagements


"@FalconINTC @I_loves_deep_nn @recurrented @dylan522p"  
[X Link](https://x.com/Marcille2024/status/1901476300528713926)  2025-03-17T03:30Z [--] followers, [---] engagements


"Smoke screen. Something's about to happen. 🚨 President Trump announces that the JFK Files will be released tomorrow: "People have been waiting for decades for this." https://t.co/VrXDy2saRz 🚨 President Trump announces that the JFK Files will be released tomorrow: "People have been waiting for decades for this." https://t.co/VrXDy2saRz"  
[X Link](https://x.com/Marcille2024/status/1901858396141215835)  2025-03-18T04:49Z [--] followers, [--] engagements


"@merlinscapital Looks like we're going ahead with tariffs"  
[X Link](https://x.com/Marcille2024/status/1901867704845291626)  2025-03-18T05:26Z [--] followers, [--] engagements


"@TheMarketRaven Gotta lock in"  
[X Link](https://x.com/Marcille2024/status/1902192720824631427)  2025-03-19T02:57Z [--] followers, [--] engagements


"@unusual_whales shit"  
[X Link](https://x.com/Marcille2024/status/1904019829691965752)  2025-03-24T03:57Z [--] followers, [---] engagements


"@SoundDobad I want one"  
[X Link](https://x.com/Marcille2024/status/1905850281234927689)  2025-03-29T05:11Z [--] followers, [--] engagements


"@Jukanlosreve Bull case for Micron no more"  
[X Link](https://x.com/Marcille2024/status/1905860845952741547)  2025-03-29T05:53Z [--] followers, [---] engagements


"@hypergrowth102 Probably $INTC $HOOD $TSLA $MU $AMD"  
[X Link](https://x.com/Marcille2024/status/1906100164890120445)  2025-03-29T21:44Z [--] followers, [---] engagements


"@wonderkidlu Semiconductorsexemption"  
[X Link](https://x.com/Marcille2024/status/1907551646046912885)  2025-04-02T21:52Z [--] followers, [---] engagements


"@Mollylovelonely @diyas_1989 @hhuang electrical engineering"  
[X Link](https://x.com/Marcille2024/status/1907585883663962275)  2025-04-03T00:08Z [--] followers, [---] engagements


"@stocktalkweekly The Chinese consumer barely stomachs domestic leftover capacity they are currently sending out massive subsidies just to get people to buy stuff"  
[X Link](https://x.com/Marcille2024/status/1907601905770987913)  2025-04-03T01:11Z [--] followers, [---] engagements


"@rwang07 @dnystedt 😉"  
[X Link](https://x.com/Marcille2024/status/1908215816488661118)  2025-04-04T17:51Z [--] followers, [--] engagements


"Thomas Sowell Discusses The Trump Tariffs Uncommon Knowledge Full In. via @YouTube https://youtu.be/q9LYO_qFLeEsi=7lldWMdIh6GjNj6c https://youtu.be/q9LYO_qFLeEsi=7lldWMdIh6GjNj6c"  
[X Link](https://x.com/Marcille2024/status/1908431368272355568)  2025-04-05T08:07Z [---] followers, [--] engagements


"Jeez so this is what the TSMC-Intel JV is about. They're gonna try to use Foveros and other Intel packaging capacity for their chips. Remember apart from FinFET Intel was also the king of chiplet packaging. EMIB comes to mind @TShirtnJeans2 @The_AI_Investor No chip needs to be package in USA as transformed to be USA made chip. The problem is tsmc AZ package capability is insufficient @TShirtnJeans2 @The_AI_Investor No chip needs to be package in USA as transformed to be USA made chip. The problem is tsmc AZ package capability is insufficient"  
[X Link](https://x.com/Marcille2024/status/1908791639109202303)  2025-04-06T07:59Z [---] followers, [--] engagements


"@venusinox1 @diyas_1989 wishful thinking trump is many things but this tariff annoucement they kept absolutely secret. ackman's portfolio got nuked into smithereens"  
[X Link](https://x.com/Marcille2024/status/1909091603563638940)  2025-04-07T03:51Z [---] followers, [--] engagements


"@awakenowzone Intel is the Ford of Semiconductors. Just take a look at $F relative to the market that'll be intel in at most two weeks' time"  
[X Link](https://x.com/diamondrapids/status/1909802495674925460)  2025-04-09T02:56Z [---] followers, [---] engagements


"@zzCipher @TheMarketMemo theory"  
[X Link](https://x.com/diamondrapids/status/1910122059616616872)  2025-04-10T00:06Z [---] followers, [--] engagements


"@diyas_1989 Trump and navarro pulled this shit out their ass and still won this exchange anything is possible when ur playing as the US of A"  
[X Link](https://x.com/diamondrapids/status/1910123855944761667)  2025-04-10T00:13Z [---] followers, [---] engagements


"@diyas_1989 @TSLA50T Parthian Empire between Rome and Han Dynasty be like:"  
[X Link](https://x.com/diamondrapids/status/1910124387283403197)  2025-04-10T00:15Z [---] followers, [---] engagements


"A big two days of agents starting tomorrow at CMU (and then two days of agent hackathon after that) Registration is still open so if you're in or around Pittsburgh come one come all: https://t.co/jqj3tECOE5 We also plan to livestream for participants who can't make it in person A big two days of agents starting tomorrow at CMU (and then two days of agent hackathon after that) Registration is still open so if you're in or around Pittsburgh come one come all: https://t.co/jqj3tECOE5 We also plan to livestream for participants who can't make it in person"  
[X Link](https://x.com/diamondrapids/status/1910129937639432582)  2025-04-10T00:37Z [---] followers, [--] engagements


"@TJ_Research01 😅"  
[X Link](https://x.com/diamondrapids/status/1910132732757188753)  2025-04-10T00:48Z [---] followers, [---] engagements


"@TheMarketRaven What happens on friday ends on friday can't let options past weekend with a world stage like this"  
[X Link](https://x.com/diamondrapids/status/1910546822386397618)  2025-04-11T04:13Z [---] followers, [--] engagements


"@ITL_HTWP This based on fundamentals or technical analysis"  
[X Link](https://x.com/diamondrapids/status/1910548767520027102)  2025-04-11T04:21Z [---] followers, [--] engagements


"@Alex_Intel_ @rwang07 Who woulda thought the Chinese striking first with their semiconductor tariffs"  
[X Link](https://x.com/diamondrapids/status/1910549661187727783)  2025-04-11T04:25Z [---] followers, [---] engagements


"@nntaleb More like 1400"  
[X Link](https://x.com/diamondrapids/status/1910640218643845211)  2025-04-11T10:25Z [---] followers, [--] engagements


"@Nagato01Nagato @myfxtrader et tu JD"  
[X Link](https://x.com/diamondrapids/status/1910641658355392635)  2025-04-11T10:30Z [---] followers, [---] engagements


"@spy4lyfe Strange"  
[X Link](https://x.com/diamondrapids/status/1910779325776900137)  2025-04-11T19:37Z [---] followers, [---] engagements


"@schamorro357 @PatrickMoorhead yeah will all in Intel on monday. The wait I feel is almost over"  
[X Link](https://x.com/diamondrapids/status/1910871929805812163)  2025-04-12T01:45Z [---] followers, [--] engagements


"If it's a flat tariff Intel will be ignored. They're (lutnick and trump) emphasizing moving the whole supply chain here and seeing semis as a 'bracket' so no matter if you make motherboards screens buttons or camera sensors when it's assembled for example an iPhone the whole thing is a 'semiconductor'. That's actually really bad for intel because the flat tariff hits such a huge bracket it can't go as high as we'd wish a component tariff on wafers would go (say 100%)"  
[X Link](https://x.com/diamondrapids/status/1911513425189937380)  2025-04-13T20:14Z [---] followers, [--] engagements


"@VadimGenfan @PatrickMoorhead @UncleSam303 @firstadopter He's already done selling trees and pardons and is now selling allies for cash. We have 7T of debt maturing in June that needs to be refinanced. Think again cause the federal govt. has a worse balance sheet than Intel"  
[X Link](https://x.com/diamondrapids/status/1911590927509975546)  2025-04-14T01:22Z [---] followers, [--] engagements


"@chsmrrll Is SMCI finally getting caught Given H20 just got an exemption I'm now unsure"  
[X Link](https://x.com/diamondrapids/status/1911610470529708197)  2025-04-14T02:40Z [---] followers, [---] engagements


"@SquashBionic Intel just can't catch a break. This is around the same time as Diamond Rapids"  
[X Link](https://x.com/diamondrapids/status/1912059135224328640)  2025-04-15T08:23Z [---] followers, [---] engagements


"@Mojo_flyin @SquashBionic plus whatever this admin settles on in terms of the tariff rates on imported semiconductor wafers"  
[X Link](https://x.com/diamondrapids/status/1912103920135979413)  2025-04-15T11:21Z [---] followers, [--] engagements


"@merlinscapital These are short puts I think"  
[X Link](https://x.com/diamondrapids/status/1912217384045142061)  2025-04-15T18:52Z [---] followers, [---] engagements


"@IntelLeaker @Silicon_Fly @Mojo_flyin @JumboShrimp787 @highyieldYT Intel Engineer Reveals Griffin Cove Development Is Already Underway; Says Relying On Intels Nodes Alone Got Them Into Trouble In The Past they're using N2/N3P as well https://wccftech.com/intel-engineer-reveals-development-on-griffin-cove-is-already-underway/ https://wccftech.com/intel-engineer-reveals-development-on-griffin-cove-is-already-underway/"  
[X Link](https://x.com/diamondrapids/status/1912286925307761043)  2025-04-15T23:28Z [---] followers, [--] engagements


"@MooreMorrisSemi It's not like H20s will just vanish once they can't be sold in China. They can still sell it elsewhere. Hoppers are still selling like hot cakes"  
[X Link](https://x.com/diamondrapids/status/1912343817652514845)  2025-04-16T03:14Z [---] followers, [---] engagements


"@chsmrrll Even Micron's bull case is threatened here"  
[X Link](https://x.com/diamondrapids/status/1912344051086504316)  2025-04-16T03:15Z [---] followers, [--] engagements


"@rwang07 Samsung got screwed again lmfao"  
[X Link](https://x.com/diamondrapids/status/1912370855637549093)  2025-04-16T05:01Z [---] followers, [---] engagements


"@Wire_Wisperer @danielnewmanUV Samsung TX has stalled"  
[X Link](https://x.com/diamondrapids/status/1912383132025704815)  2025-04-16T05:50Z [---] followers, [--] engagements


"@ITL_HTWP Calls In this macro I wouldn't"  
[X Link](https://x.com/diamondrapids/status/1912568344756080763)  2025-04-16T18:06Z [---] followers, [--] engagements


"@drummaboii_blue @ITL_HTWP I think the cat's more dead than thought. More bad news to come"  
[X Link](https://x.com/diamondrapids/status/1912572215142338816)  2025-04-16T18:22Z [---] followers, [--] engagements


"@G_melo_ding 18A looking good"  
[X Link](https://x.com/diamondrapids/status/1913841055067169207)  2025-04-20T06:23Z [---] followers, [---] engagements


"@The_Real_Fly good review of macroecon"  
[X Link](https://x.com/diamondrapids/status/1913872001267016072)  2025-04-20T08:26Z [---] followers, [---] engagements


"Lol. You people are so clueless look up Snapdragon 8gen [--] and 8gen 1+ what caused the switch. Any SF process leaks like crazy and like he said to say nothing of yields of which for a mobile SoC (8gen 1) Samsung still only could make 30%. Qualcomm was so flabbergasted they made the switch to TSMC N4 mid-cycle and never came back. To think a semiconductor enthusiast a Korean should know this about Samsung Foundry his own country's leading fab especially its performance since Liang-Mong Song's departure"  
[X Link](https://x.com/diamondrapids/status/1914059720014385662)  2025-04-20T20:52Z [---] followers, [---] engagements


"@Jukanlosreve @insane_analyst Image the defect density on that 4LPE wafer at the time. Jesus"  
[X Link](https://x.com/diamondrapids/status/1914059897836277893)  2025-04-20T20:53Z [---] followers, [---] engagements


"@chsmrrll @diyas_1989 Broadcom too I thought their asics for bytedance are called off and the whole project cancelled"  
[X Link](https://x.com/diamondrapids/status/1914089873515925679)  2025-04-20T22:52Z [---] followers, [--] engagements


"@isyiming @Trader_S18"  
[X Link](https://x.com/diamondrapids/status/1914152211267141753)  2025-04-21T03:00Z [---] followers, [--] engagements


"@Zachary_0421_ 666"  
[X Link](https://x.com/diamondrapids/status/1914363230815727717)  2025-04-21T16:58Z [---] followers, [--] engagements


"@chsmrrll except that paragraphs [--] [--] and [--] of supplement no. [--] to part [---] have a delayed compliance date of January [--] [----]. there's another part not in effect until 26"  
[X Link](https://x.com/diamondrapids/status/1914451649176961454)  2025-04-21T22:50Z [---] followers, [--] engagements


"@chsmrrll (2) revising the license requirements and review policy for ECCNs 3A090.a 4A090.a and corresponding .z items (3) expanding the country scope of License Exception Advanced Computing Authorized (ACA) I think these two are the big ones"  
[X Link](https://x.com/diamondrapids/status/1914456256388948086)  2025-04-21T23:08Z [---] followers, [--] engagements


"@entropycurve"  
[X Link](https://x.com/diamondrapids/status/1914887480140091557)  2025-04-23T03:42Z [---] followers, [---] engagements


"This is like late Empire Rome. You are either illiterate a hooker a thief or a freeloader. Some skilled artisans and academics can still be found in the rich provinces like Anatolia or Egypt but the stock deteriorates markedly comparing to prior generations Tariff INTC Tariff INTC"  
[X Link](https://x.com/diamondrapids/status/1915613866907644240)  2025-04-25T03:48Z [---] followers, [--] engagements


"@G_melo_ding @Alex_Intel_ @XYang2023 Intel 16"  
[X Link](https://x.com/diamondrapids/status/1916973758432034961)  2025-04-28T21:52Z [---] followers, [--] engagements


"@G_melo_ding @Silicon_Fly I'm thinking [----] Super 18GB competitor if they do scale it into the [-----] ts sweetspot. If the 24gb ram rumour is also G31 then very competitive. Even $529 would work w/ such a good product"  
[X Link](https://x.com/diamondrapids/status/1919231669413790017)  2025-05-05T03:24Z [---] followers, [---] engagements


"@LilyH2024 @ynzchn1545156 @yao30059829 7semi tariffs"  
[X Link](https://x.com/diamondrapids/status/1919277047202922531)  2025-05-05T06:24Z [---] followers, [--] engagements


"@insane_analyst nice"  
[X Link](https://x.com/diamondrapids/status/1920128188044161404)  2025-05-07T14:46Z [---] followers, [---] engagements


"$LMT $INTC Two hidden winners of recent events"  
[X Link](https://x.com/diamondrapids/status/1920365501751922872)  2025-05-08T06:29Z [---] followers, [--] engagements


"@blueglobe7890 @TJ_Research01 sold put"  
[X Link](https://x.com/diamondrapids/status/1921808508749545628)  2025-05-12T06:03Z [---] followers, [---] engagements


"@xuewei4d @TJ_Research01 short put"  
[X Link](https://x.com/diamondrapids/status/1921808685342318659)  2025-05-12T06:04Z [---] followers, [--] engagements


"@NullableX @ynzchn1545156 @TJ_Research01 exposure.PDDJDprice in"  
[X Link](https://x.com/diamondrapids/status/1921815388746141932)  2025-05-12T06:31Z [---] followers, [--] engagements


"@ynzchn1545156 @NullableX @TJ_Research01 source"  
[X Link](https://x.com/diamondrapids/status/1921816151962566701)  2025-05-12T06:34Z [---] followers, [--] engagements


"@TJ_Research01 @dew1_2_3 2.5%"  
[X Link](https://x.com/diamondrapids/status/1921824277621342313)  2025-05-12T07:06Z [---] followers, [---] engagements


"@TShirtnJeans2 @hhuang Trump got me hesitating with that '80% up to scott b.' post. 80% trump 'guidance' to 30% bessent results this is a very large beat in er terms"  
[X Link](https://x.com/diamondrapids/status/1921830641097707549)  2025-05-12T07:31Z [---] followers, [--] engagements


"@niubi331 @BongoNami @ulysesspopo @myfxtrader yes"  
[X Link](https://x.com/diamondrapids/status/1921834684884881690)  2025-05-12T07:47Z [---] followers, [--] engagements


"@TheMarketRaven looks ok to me we'll see this formation. Could be an inside day imo too much selling pressure"  
[X Link](https://x.com/diamondrapids/status/1921929066589962503)  2025-05-12T14:02Z [---] followers, [---] engagements


"@TheMarketRaven pathetic.lol can't believe this. so many got trapped here since 4/2 lots of selling. we'll have to wait for them to finish selling before we go higher"  
[X Link](https://x.com/diamondrapids/status/1921930769909346800)  2025-05-12T14:09Z [---] followers, [--] engagements


"@TheMarketRaven damn"  
[X Link](https://x.com/diamondrapids/status/1921935098846343422)  2025-05-12T14:26Z [---] followers, [---] engagements


"@ITL_HTWP @st0nkb0t11k Today ran your forecast on May 1st. Last [--] minute squeeze. I wonder why the market didn'e hedge at all"  
[X Link](https://x.com/diamondrapids/status/1922036804707864638)  2025-05-12T21:10Z [---] followers, [--] engagements


"@SeaKingOptions @ksbdid75928 they didn't hedge at all in the hour"  
[X Link](https://x.com/diamondrapids/status/1922037202730557555)  2025-05-12T21:12Z [---] followers, [--] engagements


"@ITL_HTWP @st0nkb0t11k I wonder what's about 15:45 makes it the magic number for price action. 0DTE closing period Algos kicking in"  
[X Link](https://x.com/diamondrapids/status/1922039144827478142)  2025-05-12T21:20Z [---] followers, [--] engagements


"@ITL_HTWP @st0nkb0t11k On May 1st you see it starting the squeeze up in [--] as well it went back to my forecast of [----] either because I was right about sentiment or that India and Pakistan started fighting around 15:50"  
[X Link](https://x.com/diamondrapids/status/1922039578673750524)  2025-05-12T21:21Z [---] followers, [--] engagements


"@ITL_HTWP Sorry not May 1st May 6th"  
[X Link](https://x.com/diamondrapids/status/1922042596852981895)  2025-05-12T21:33Z [---] followers, [--] engagements


"@Sureshktrader @ZaStocks yeah the close was peculiar. No hedging to be seen ahead of CPI tmr"  
[X Link](https://x.com/diamondrapids/status/1922083023853428850)  2025-05-13T00:14Z [---] followers, [--] engagements


"18A is not really marketable as I have come to learn 18A-P is the main node for external. "Deals" could be announced in May as far as I'm concerned but it doesn't mean 18A-P is not at least [--] months away from hitting the shelves in any substantial numbers. Intel needs policy windfall from Trump or IFS is toast. Samsung's worst times are behind them w/ HBM4 progress and Qualcomm foundry deal it's just IFS now whose major customer list remains Altera on 14nm and Ericsson on 4"  
[X Link](https://x.com/diamondrapids/status/1922375456604463162)  2025-05-13T19:36Z [---] followers, [---] engagements


"@Alex_Intel_ @diyas_1989 That's true at least tan's culture reforms take effect. Markets didn't like that statement they thought 18a is further along. Now w/ TSM's [--] fabs all fully booked the next few months will be interesting"  
[X Link](https://x.com/diamondrapids/status/1922376985390563419)  2025-05-13T19:42Z [---] followers, [---] engagements


"Nvidia and Qualcomm made a lot of money using SF's subpar process nodes when they wanna squeeze margins. IFS doesn't even have that. Foundries like old times steel and iron foundries need a reason to live Intel's reason is its US made wafers. they have like [--] years before that last advantage is also given away to tsmc"  
[X Link](https://x.com/diamondrapids/status/1922378966582657166)  2025-05-13T19:50Z [---] followers, [---] engagements


"@Alex_Intel_ @diyas_1989 they'd book dirt before signing Intel. That's the reality now. Intel needs a knockout product in [--] year or they're done. Intel products is agnostic now they'll gladly choose N2 or A16 again for whatever's after nvl if Intel isn't good enough"  
[X Link](https://x.com/diamondrapids/status/1922379474563223554)  2025-05-13T19:52Z [---] followers, [--] engagements


"@diyas_1989 @Alex_Intel_ another reason is Trump halted chips act and fired everyone working on it. Intel will likely get some compensation on their investment semi tariffs and arab loans/investment incl. Samsung probably a bargaining chip in sk-us talks just like tsm and nvidia is in tw-us talks"  
[X Link](https://x.com/diamondrapids/status/1922402114283663521)  2025-05-13T21:22Z [---] followers, [---] engagements


"yup looks like their grind has finally paid off. semi is hard man. 4LPP one good generation after losing qualcomm anger grind exynos [----] very good then slump again. Intel too sleep on one generation and from #1 to almost bankrupt. But AI is coming hundreds of billions of chips will be made in the next decade. All they need to do is to survive"  
[X Link](https://x.com/diamondrapids/status/1922408046845698088)  2025-05-13T21:46Z [---] followers, [---] engagements


"good tell. tbc continue means sell right honestly I respect trump's business mind here getting the three alien tech nanometer magic chip alchemy companies all hqing in your country within one year scure 21st century and AI revolution stay american.n all w/o spending a dime will be the greatest deal ever made"  
[X Link](https://x.com/diamondrapids/status/1922415961379832303)  2025-05-13T22:17Z [---] followers, [---] engagements


"@Norpezzz @Remzztrades Take a profit man even if it doesn't move you get iv crushed"  
[X Link](https://x.com/diamondrapids/status/1922702776649363897)  2025-05-14T17:17Z [---] followers, [--] engagements


"@diyas_1989 Asts fan boys real quiet these few days"  
[X Link](https://x.com/diamondrapids/status/1922704957322522881)  2025-05-14T17:25Z [---] followers, [---] engagements


"@diyas_1989 Also bad er dreams were shattered lol"  
[X Link](https://x.com/diamondrapids/status/1922706196584137174)  2025-05-14T17:30Z [---] followers, [--] engagements


"@Alex_Intel_ @chilling_dc @Luce_On_TSLA @RealPNavarro Did Navarro have anything specific to do with policy twrds Intel I thought that's more lutnick's job. Semiconductor tariffs isn't his jurisdiction"  
[X Link](https://x.com/diamondrapids/status/1922707741803417886)  2025-05-14T17:37Z [---] followers, [--] engagements


"@Turbolag12 @awakenowzone @intel @AT983 woke rotten company"  
[X Link](https://x.com/diamondrapids/status/1922709617227747749)  2025-05-14T17:44Z [---] followers, [--] engagements


"Boeing has top tier lobbying dropped dei like a hot potato and is still good enough to be a bargaining chip in trade negotiations. Intel does bullshit like this and refuses to drop dei liberals like MJ and @AT983 still in charge of critical pr and comm channels with the new admin. This company is crawling with maggots Tan's chainsaw better cut some real fat like these people I've never seen any company crawling with biden era left wing neomarxist identity politics ideologues do better than they did before"  
[X Link](https://x.com/diamondrapids/status/1922712241670943085)  2025-05-14T17:54Z [---] followers, [--] engagements


"@FalconINTC I think Intel is unhappy with Trump. Posting DEI today during his visit not being invited while AMD and Nvidia are there meeting w/ the crown prince"  
[X Link](https://x.com/diamondrapids/status/1922743044312338684)  2025-05-14T19:57Z [---] followers, [---] engagements


"@Haze2K1 wait that's a fucking nuc beast valley perhaps"  
[X Link](https://x.com/diamondrapids/status/1923255032444493845)  2025-05-16T05:51Z [---] followers, [---] engagements


"@ThePoliEcon @rwang07 and they don't want to miss out on elite human capital they can hire at US median wage"  
[X Link](https://x.com/diamondrapids/status/1923255915043607012)  2025-05-16T05:55Z [---] followers, [--] engagements


"@B1_K4R @schamorro357 I think intel is getting a data center order. In what form idk. Maybe the mediatek people know I feel like it'll be done through them just like NVlink fusion"  
[X Link](https://x.com/diamondrapids/status/1924381178821292512)  2025-05-19T08:26Z [---] followers, [--] engagements


"@Omes11 @SeaKingOptions imo they're filing in"  
[X Link](https://x.com/diamondrapids/status/1924553647486030001)  2025-05-19T19:52Z [---] followers, [--] engagements


"@diyas_1989 @ynzchn1545156 @yao30059829 @hhuang yup yup"  
[X Link](https://x.com/diamondrapids/status/1924995827484766507)  2025-05-21T01:09Z [---] followers, [--] engagements


"SF4 is also a good gen. Tensor and Exynos [----] are pretty good so like anything at or after 4lpp stage for small dies like pixel chip galaxy amd switch so yield definitely still crap compared to tsmc nodes. 4lpe is like 18a in late [----] it was not even ready 30% yield on snapdragon 8"  
[X Link](https://x.com/diamondrapids/status/1924996565917114679)  2025-05-21T01:12Z [---] followers, [--] engagements


"@ynzchn1545156 @beefcubee @diyas_1989 @hhuang um. no nvidia ain't poaching from tsmc that's mediatek. the whole company's hollowing out bc of this lmao they ran thru all the good stuff"  
[X Link](https://x.com/diamondrapids/status/1925001874966491275)  2025-05-21T01:33Z [---] followers, [---] engagements


"@diyas_1989 @ynzchn1545156 @beefcubee @hhuang if they let their foot off the pedal on 14A it's over 14A is Intel's iPhone moment"  
[X Link](https://x.com/diamondrapids/status/1925018288045658259)  2025-05-21T02:38Z [---] followers, [---] engagements


"@diyas_1989 and he side with afd. weidel is one trick pony shje's better in the position of finance minister. she's a no bullshit person but publicity is draining her time. her agenda is stuck in the mud like poilievre. trump's genius in publicity and sentiment manipulation is leagues ahead"  
[X Link](https://x.com/diamondrapids/status/1925023597178839107)  2025-05-21T02:59Z [---] followers, [---] engagements


"@diyas_1989 if she wins and turns germany around prove she's no nazi his reputation might recover. now that is set in stone"  
[X Link](https://x.com/diamondrapids/status/1925023841241149763)  2025-05-21T03:00Z [---] followers, [--] engagements


"@diyas_1989 afd decision destroyed european sales. he was selling good in central and northern europe b4 that. US EU CN all major markets destroyed CN is because outgunned (like u said) US EU is more brand dmg but also shift of focus to robotaxi. it can be sold as a 25k model if they want"  
[X Link](https://x.com/diamondrapids/status/1925025882944471427)  2025-05-21T03:08Z [---] followers, [---] engagements


"@diyas_1989 I think they'll have some es running on the robotaxis in june. rumor says hw4 couldn't handle their unsupervised fsd model"  
[X Link](https://x.com/diamondrapids/status/1925027709081571370)  2025-05-21T03:15Z [---] followers, [---] engagements


"@zhuochenjr @diyas_1989 vicious cycle.biden's bbb bill blocked by sinema and manchin. look what happened to em. and Biden just stuffed it into his other bills"  
[X Link](https://x.com/diamondrapids/status/1925048407392932270)  2025-05-21T04:38Z [---] followers, [--] engagements


"@VolSignals @crackerwcheese vix spx"  
[X Link](https://x.com/diamondrapids/status/1925055287867716033)  2025-05-21T05:05Z [---] followers, [---] engagements


"@diyas_1989 maybe golden dome"  
[X Link](https://x.com/diamondrapids/status/1925306471950008343)  2025-05-21T21:43Z [---] followers, [--] engagements


"@A_Najumi Semiconductor Tariffs"  
[X Link](https://x.com/diamondrapids/status/1925620832572719525)  2025-05-22T18:32Z [---] followers, [--] engagements


"@AlexPadi12 @A_Najumi they know if R2 comes out and doubao qwen follows that trend CUDA will become 'just another system' within a few years not just in China but in the entire data center world. Malaysia is already trying out Ascend"  
[X Link](https://x.com/diamondrapids/status/1925624763055010164)  2025-05-22T18:48Z [---] followers, [--] engagements


"@SeaKingOptions Coreweave ran through my shorts many times paper positions and one actual contract yesterday. Just when I'm wondering this meme stock is sth i probably need to stay away from it snaps a string"  
[X Link](https://x.com/diamondrapids/status/1925709988489462212)  2025-05-23T00:26Z [---] followers, [---] engagements


"🥹 I am proud to announce that after much consideration and negotiation US Steel will REMAIN in America and keep its Headquarters in the Great City of Pittsburgh. For many years the name "United States Steel" was synonymous with Greatness and now it will be again. This will I am proud to announce that after much consideration and negotiation US Steel will REMAIN in America and keep its Headquarters in the Great City of Pittsburgh. For many years the name "United States Steel" was synonymous with Greatness and now it will be again. This will"  
[X Link](https://x.com/diamondrapids/status/1926009490618380422)  2025-05-23T20:17Z [---] followers, [--] engagements


"@sungod499 @The_Real_Fly My thoughts as well. It was quite clear in March that he's causing selloffs in equities to buy bonds yields down. Could be doing that again"  
[X Link](https://x.com/diamondrapids/status/1926011073083146461)  2025-05-23T20:23Z [---] followers, [--] engagements


"@SciFlows @jbulltard1 how does the BBB hurt tesla"  
[X Link](https://x.com/diamondrapids/status/1926016888699580699)  2025-05-23T20:46Z [---] followers, [--] engagements


"@Ultrama27914718 @schamorro357 What.I read a dozen already also. It ain't difficult. Not when it's interesting stuff like this"  
[X Link](https://x.com/diamondrapids/status/1926175014279159819)  2025-05-24T07:14Z [---] followers, [--] engagements


"@schamorro357 @Ultrama27914718 Same"  
[X Link](https://x.com/diamondrapids/status/1926175064086425650)  2025-05-24T07:14Z [---] followers, [--] engagements


"@TheMarketRaven I'll be grinding some research in the long weekend. See you on Tuesday 🫡"  
[X Link](https://x.com/diamondrapids/status/1926175996069187812)  2025-05-24T07:18Z [---] followers, [--] engagements


"@VolSignals yup. but I'm not quite sure why he took such a risk. 6000c would work just as well and I would argue 6500c's charm is a problem if we remain range bound around [---] WMA and JPM's [----] short call collar"  
[X Link](https://x.com/diamondrapids/status/1926457675610558470)  2025-05-25T01:57Z [---] followers, [---] engagements


"@diyas_1989 @ray138704 @LilyH2024 @venusinox1 lots of red flags for tim cook. also - is the mid east he cued tim cook. dunno if tim turned down trump or he simply isn't invited. probably the former. he blasted tim cook in saudi and qatar that's two times"  
[X Link](https://x.com/diamondrapids/status/1926524475568259538)  2025-05-25T06:23Z [---] followers, [---] engagements


"@diyas_1989 @ray138704 @LilyH2024 @venusinox1 Apple's modem team is from Intel btw lool. qualcomm was ripping them off and they got mad. I think C2 is coming"  
[X Link](https://x.com/diamondrapids/status/1926524760860618833)  2025-05-25T06:24Z [---] followers, [--] engagements


"@diyas_1989 @ynzchn1545156 @ray138704 @LilyH2024 @venusinox1 Like you've seen surely recently SF4 got more deals than Intel 18A because they actually know how to divide a market. SF was old time contractor for all major fabless today is cheap doesn't compete with many of them and has a good pdk"  
[X Link](https://x.com/diamondrapids/status/1926535298537631759)  2025-05-25T07:06Z [---] followers, [---] engagements


"If you are AMD you giving ur next gen epycs like merlin to IFS whose diamond rapids dept. is right next door Nvidia rubin vs. jaguar shores Apple M5 vs. Nova lake May as well give USS Carl Vinson to be built in Sevastopol because they've got some nice fat shipyards eh the only big customer intel's ever landed was altera on 14nm finfet from the intel custom foundry times. Because they have zero overlap in each other's business. Then intel made the very 'smart' decision to buy them out because why not"  
[X Link](https://x.com/diamondrapids/status/1926537528716276171)  2025-05-25T07:15Z [---] followers, [---] engagements


"@diyas_1989 @ynzchn1545156 @ray138704 @LilyH2024 @venusinox1 Tan is an excellent pick 10/10 ceo. He'll save Intel. But interestingly he talked to wei to buy foundry too. The techies like gelsinger and keller might fancy the foundry but everybody else saw foundry as it is. IBM famously cut their 7nm team and paid GF to continue the work"  
[X Link](https://x.com/diamondrapids/status/1926544398768124403)  2025-05-25T07:42Z [---] followers, [---] engagements


"@diyas_1989 @ynzchn1545156 @ray138704 @LilyH2024 @venusinox1 and GF which was the spinoff that opened AMD's way out of bankruptcy took IBM's foundry team and cut off the 7nm project. look it up IBM got so mad they sued GF for it"  
[X Link](https://x.com/diamondrapids/status/1926545827985568225)  2025-05-25T07:48Z [---] followers, [---] engagements


"@diyas_1989 @ynzchn1545156 @ray138704 @LilyH2024 @venusinox1 I think hyperscaler custom chips can make a market at intel no conflict as of now. SF will still be premiere second source for AMD Nvidia and Qualcomm"  
[X Link](https://x.com/diamondrapids/status/1926548532141379928)  2025-05-25T07:58Z [---] followers, [--] engagements


"Cost issue will hurt Intel's solvency - good thing is intel's eaten most of the cost already in return they've fallen behind on every product because every penny of profit from client computing and dcai got thrown into foundry. It's a big fat mess. Yes once intel has a good process people might try it but that's kind of it. PTL is like meteor lake or ice lake stage they won't have much to spare for fabless customers. we're looking at 2H26 for external hvm"  
[X Link](https://x.com/diamondrapids/status/1926549496260870578)  2025-05-25T08:02Z [---] followers, [---] engagements


"BSPDN helped the shrink to 18A easier with seperation of signal wires and power wires there was tremendous challenge w/ congestion and leakage. It's not sth you can just remove what you gonna do with the front side with that level of logic density What do you think they leap frogged it for. Man there ain't no 'just delete it' man it's not how it works"  
[X Link](https://x.com/diamondrapids/status/1926554621402567154)  2025-05-25T08:23Z [---] followers, [---] engagements


"@diyas_1989 @ynzchn1545156 @ray138704 @LilyH2024 @venusinox1 and look up binning and how apple's prepay structure helped pay for most of TSM's new process's binned wafers and a swarm of AMD's and qualcomm's eat up the capacity once yields get better. Intel has none of that and they got screwed in cosmic proportions againts tsm model"  
[X Link](https://x.com/diamondrapids/status/1926557651166445627)  2025-05-25T08:35Z [---] followers, [---] engagements


"@zephyr_z9 @rwang07 bruh I've got first hand knowledge of this. like first first hand w/ some pretty high ups you get it"  
[X Link](https://x.com/diamondrapids/status/1926570335618392205)  2025-05-25T09:25Z [---] followers, [--] engagements


""To sustain and grow dependable long-term domestic supply of foundational semiconductor capacity it is critical for U.S. policy to recognize and reinforce the role of companies like TI who are investing and innovating in the U.S. creating American jobs and helping build a more resilient supply chain." "IV. Action is needed to ensure globally competitive Made-in-America chips TI supports efforts to strengthen end-product and semiconductor manufacturing in the U.S.A critical element of that strategy must be for U.S.-manufactured semiconductors to be globally competitive. To do so the U.S."  
[X Link](https://x.com/diamondrapids/status/1926836578510414236)  2025-05-26T03:03Z [---] followers, [----] engagements


"@diyas_1989 Taiwanese media panicking Semiconductor tariffs might go ahead TI and Intel win"  
[X Link](https://x.com/diamondrapids/status/1926837282796966226)  2025-05-26T03:06Z [---] followers, [---] engagements


"long $TXN $INTC 20% ROI possible"  
[X Link](https://x.com/diamondrapids/status/1926838762044092808)  2025-05-26T03:12Z [---] followers, [---] engagements


"@liangJiao8 sorry need to clarify this is TI's public comment to Section [---] NatSec investigation of semiconductor tariffs"  
[X Link](https://x.com/diamondrapids/status/1926860643799363716)  2025-05-26T04:39Z [---] followers, [--] engagements


"Need to clarify this is TI's public comment to Section [---] NatSec investigation of semiconductor tariffs. This is not a direct comment from the Trump Admin"  
[X Link](https://x.com/diamondrapids/status/1926860834749223158)  2025-05-26T04:39Z [---] followers, [---] engagements


"@A_Najumi any thoughts on this https://x.com/TheShortBear/status/1927034499201663208 Which side will capitulate first https://t.co/bMt5AVHZrA https://x.com/TheShortBear/status/1927034499201663208 Which side will capitulate first https://t.co/bMt5AVHZrA"  
[X Link](https://x.com/diamondrapids/status/1927081523225694505)  2025-05-26T19:16Z [---] followers, [---] engagements


"@diyas_1989 @ynzchn1545156 Samsung had horrible track record with tsmc. They asked tsmc to fab their exynos early this year. Tsmc straight up refused"  
[X Link](https://x.com/diamondrapids/status/1927228909227037166)  2025-05-27T05:02Z [---] followers, [---] engagements


"@diyas_1989 @ynzchn1545156 Hhhhhh they social distancing fr last time they steal duv multipatterning then try and scalp twinscans from asml buy every one so tsmc have less then don't know how to use"  
[X Link](https://x.com/diamondrapids/status/1927232332513095768)  2025-05-27T05:16Z [---] followers, [--] engagements


"@diyas_1989 His best move is to not hurt us fabless (hence ideally no tsmc tariff yet) and help intel at the same time. This is getting creative here"  
[X Link](https://x.com/diamondrapids/status/1927238309635363160)  2025-05-27T05:39Z [---] followers, [---] engagements


"@diyas_1989 @ynzchn1545156 Then why threaten trump if they're so confident. You know the original plan was 25% flat to 100% in [--] months right. My guess is they're still not sure"  
[X Link](https://x.com/diamondrapids/status/1927240810157801579)  2025-05-27T05:49Z [---] followers, [--] engagements


"@diyas_1989 @ynzchn1545156 Just sk that's cruel also you sure sk throw samsung under Their whole economy will collapse remember samsung is also their silicon shield against nk"  
[X Link](https://x.com/diamondrapids/status/1927241991147917619)  2025-05-27T05:54Z [---] followers, [--] engagements


"@ynzchn1545156 @diyas_1989 My thoughts too sk hynix especially is exclusive supplier of hbm3e 12hi"  
[X Link](https://x.com/diamondrapids/status/1927243177322250490)  2025-05-27T05:59Z [---] followers, [--] engagements


"You know Trump - he never pays outta his own pockets if he can use leverage to get it done for free. Intel will not receive direct aid and the fact Intel's CHIPS Act money is not taken away is already very unlike Trump. The real issue is Micron joining TSMC in threatening to halt US fab plans. Now it's 50-50 for homegrown companies Intel and TI on one side US Fabless and Micron on the other"  
[X Link](https://x.com/diamondrapids/status/1927246512955760883)  2025-05-27T06:12Z [---] followers, [---] engagements


"@Jukanlosreve That's.bad"  
[X Link](https://x.com/diamondrapids/status/1927250788893540765)  2025-05-27T06:29Z [---] followers, [---] engagements


"@WuMacus @diyas_1989 I still believe the number on wafers could be at 25%. Equipment and raw materials could be dropped since essentially no one wanted it even Intel and TI were against. Tricky thing is Micron. They seem flustered by the component tariff because their fabs are all in Asia too"  
[X Link](https://x.com/diamondrapids/status/1927251795333492972)  2025-05-27T06:33Z [---] followers, [--] engagements


"@Xiaoyu_Liu @Jukanlosreve Means TSMC likely gets a pass. Either we got Morgan Stanley insider info reading between the lines or they didn't factor in (and forgot about) the Semiconductor tariffs"  
[X Link](https://x.com/diamondrapids/status/1927258391128199333)  2025-05-27T06:59Z [---] followers, [--] engagements


"@diyas_1989 @schamorro357 @WuMacus I think with n-1 in place and if it keeps in place us may need more than tsmc Arizona because they build trailing node + they build too slow. 18ap is good by [----] tsmc only have n3 by then in limited capacity. Intel will take stuff from tsmc but it depends on a external tarif"  
[X Link](https://x.com/diamondrapids/status/1927264872733065351)  2025-05-27T07:25Z [---] followers, [--] engagements


"@diyas_1989 @schamorro357 @WuMacus Tsmc model is the king. Samsung and Intel both not ideal but Intel is worse because Intel products is even stronger than Samsung covers more market segments and also closer linked to foundry than Samsung where SF and products actually quarrel and backstab quite a lot"  
[X Link](https://x.com/diamondrapids/status/1927266176532447520)  2025-05-27T07:30Z [---] followers, [--] engagements


"@diyas_1989 @schamorro357 @WuMacus There's a reason ICF failed. They were at the equivalent of a HVM 10A-P right now if TSMC stays at N2. And they still only got altera an fpga company desperate to beat xilinx. Nvidia also scared of Intel stealing their gpu plans amd is no comment no need"  
[X Link](https://x.com/diamondrapids/status/1927266613394366798)  2025-05-27T07:32Z [---] followers, [---] engagements

### Topic Creators

https://lunarcrush.com/api4/public/topic/:topic/creators/v1

Get the top creators for a social topic

input parameters:

+ **topic**: _Provide the topic to get details for. A topic must be all lower case and can only include letters, numbers, spaces, # and $._ **required**

Example request:

```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/topic/bitcoin/creators/v1
```



Example response:

```json
{
  "data": [
    {
      "creator_id": "twitter::1605310254085980161",
      "creator_name": "Bitcoin_Teddy",
      "creator_avatar": "https://pbs.twimg.com/profile_images/1739753415134138368/FrWHMAnb_200x200.jpg",
      "creator_followers": 74293,
      "creator_rank": 1,
      "interactions_24h": [-------]
    }
  ]
}
```

Schema:

+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_name**: The unique screen name for the influencer
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions
+ **interactions_24h**: Number of interactions in the last [--] hours




---

### Creators List

https://lunarcrush.com/api4/public/creators/list/v1

Get a list of trending social creators over all of social based on interactions. To get lists of creators by category or topic see the topics and categories endpoints.

Example request:

```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creators/list/v1
```



Example response:

```json
{
  "data": [
    {
      "creator_name": "elonmusk",
      "creator_display_name": "Elon Musk",
      "creator_id": "44196397",
      "creator_network": "twitter",
      "creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
      "creator_followers": 234295750,
      "creator_posts": 3649,
      "creator_rank": 1,
      "interactions_24h": [---------]
    }
  ]
}
```

Schema:

+ **creator_name**: The unique screen name for the influencer
+ **creator_display_name**: The chosen display name for the influencer if available
+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_network**: The social network for the post or influencer. We still refer to x as twitter out of developer preference.
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_posts**: total number of posts with interactions in the last [--] hours
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions
+ **interactions_24h**: Number of interactions in the last [--] hours




---

### Creator

https://lunarcrush.com/api4/public/creator/:network/:id/v1

Get detail information on a specific creator

input parameters:

+ **network**: _Provide the network for the creator. One of twitter, youtube, instagram, reddit, or tiktok_ **required**
+ **id**: _Provide the unique ID or screen name of the creator_ **required**

Example request:

```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/elonmusk/v1
```



Example response:

```json
{
  "data": {
    "creator_id": "twitter::44196397",
    "creator_name": "elonmusk",
    "creator_display_name": "Elon Musk",
    "creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
    "creator_followers": 234296337,
    "creator_rank": 2,
    "interactions_24h": 318539577,
    "topic_influence": [
      {
        "topic": "in the",
        "count": 294,
        "percent": 5.88,
        "rank": [--]
      }
    ],
    "top_community": [
      {
        "creator_name": "grok",
        "creator_display_name": "Grok",
        "creator_avatar": "https://pbs.twimg.com/profile_images/1893219113717342208/Vgg2hEPa_200x200.jpg",
        "count": [---]
      }
    ]
  }
}
```

Schema:

+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_name**: The unique screen name for the influencer
+ **creator_display_name**: The chosen display name for the influencer if available
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions
+ **interactions_24h**: Number of interactions in the last [--] hours
+ **topic_influence**: an array of social topics and the creators ranking on each topic
+ **topic**: LunarCrush social topic. Can only includes letters, numbers, spaces, #, and $
+ **top_community**: an array of the top accounts that have recently mentioned this creator or that this creator has mentioned




---

### Creator Time Series

https://lunarcrush.com/api4/public/creator/:network/:id/time-series/v1

Get time series data on a creator.

input parameters:

+ **network**: _Influencer social network_ **required**
+ **id**: _The unique id or screen name of the creator_ **required**
+ **bucket**: _bucket time series data into hours or days. default is hours._ 
+ **interval**: _Use interval to specify the start and end time automatically for convenience. If "start" or "end" parameters are provided this parameter is ignored._ 
+ **start**: _The start time (unix timestamp) to go back to._ 
+ **end**: _The end time (unix timestamp) to stop at._ 

Example request:

```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/lunarcrush/time-series/v1
```



Example response:

```json
{
  "config": {
    "network": "twitter",
    "influencer_id": "twitter::988992203568562176",
    "interval": "1w",
    "start": 1769990400,
    "end": 1770681600,
    "bucket": "hour",
    "name": "lunarcrush",
    "remote_api": "danode1-13",
    "generated": [----------]
  },
  "data": [
    {
      "time": 1769990400,
      "followers": 305326,
      "interactions": 717,
      "posts_active": 14,
      "creator_rank": [------]
    }
  ]
}
```

Schema:

+ **config**: This includes the inputs for the request processed by the server and may include additional hints about the request and response information.
+ **network**: The social network for the post or influencer. We still refer to x as twitter out of developer preference.
+ **interval**: Typically used for specifying time intervals like 1w = [--] week, 1m = [--] month etc
+ **start**: Start/from unix timestamp (in seconds)
+ **end**: End/to unix timestamp (in seconds)
+ **bucket**: Data is generally bucketed into hours or days
+ **name**: The full name of the asset
+ **generated**: A unix timestamp (in seconds) when the data was generated to understand possibly stale data
+ **time**: A unix timestamp (in seconds)
+ **followers**: The number of publicly displayed followers the creator has
+ **interactions**: number of all publicly measurable interactions on a social post (views, likes, comments, thumbs up, upvote, share etc)
+ **posts_active**: number of unique social posts with interactions
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions




---

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