[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @exponentialluke Being Exponential | Luke Lango Being Exponential | Luke Lango posts on X about meta, $meta, $asts, open ai the most. They currently have XXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::1922357347881779200/interactions)  - X Week XXXXXX +621% - X Month XXXXXX +144% ### Mentions: XX [#](/creator/twitter::1922357347881779200/posts_active)  - X Week XX -XX% - X Month XX +4.30% ### Followers: XXX [#](/creator/twitter::1922357347881779200/followers)  - X Week XXX +34% - X Month XXX +76% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1922357347881779200/influencer_rank)  ### Social Influence [#](/creator/twitter::1922357347881779200/influence) --- **Social category influence** [stocks](/list/stocks) XXXX% [finance](/list/finance) XXX% [technology brands](/list/technology-brands) XXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [automotive brands](/list/automotive-brands) XXXX% [social networks](/list/social-networks) XXXX% [exchanges](/list/exchanges) XXXX% [currencies](/list/currencies) XXXX% **Social topic influence** [meta](/topic/meta) 2.53%, [$meta](/topic/$meta) #257, [$asts](/topic/$asts) 1.27%, [open ai](/topic/open-ai) 1.27%, [$lrcx](/topic/$lrcx) #41, [stocks](/topic/stocks) #3725, [infrastructure](/topic/infrastructure) 1.27%, [$amd](/topic/$amd) #486, [$nvda](/topic/$nvda) #2299, [$msft](/topic/$msft) #228 **Top accounts mentioned or mentioned by** [@keithtradesmith](/creator/undefined) [@yaboilyrical](/creator/undefined) [@foundationcap](/creator/undefined) [@walmart](/creator/undefined) [@guy369](/creator/undefined) [@vcf__crypto](/creator/undefined) [@tombackd72590](/creator/undefined) [@schmagoogalbzc](/creator/undefined) [@pennasu1981](/creator/undefined) **Top assets mentioned** [Metadium (META)](/topic/$meta) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Lam Research Corporation (LRCX)](/topic/$lrcx) [Advanced Micro Devices (AMD)](/topic/$amd) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Microsoft Corp. (MSFT)](/topic/$msft) [Netflix Inc (NFLX)](/topic/$nflx) [Tesla, Inc. (TSLA)](/topic/$tsla) [Verizon Communications Inc. (VZ)](/topic/$vz) [Teradyne, Inc. (TER)](/topic/$ter) [KLA Corp (KLAC)](/topic/$klac) [Ambarella, Inc. Ordinary Shares (AMBA)](/topic/$amba) [Bloom Energy Corporation (BE)](/topic/$be) [Brookfield Corporation (BN)](/topic/$bn) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [BNB (BNB)](/topic/$bnb) [Mario Coin (COIN)](/topic/$coin) [Arista Networks Inc (ANET)](/topic/$anet) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Cisco Systems Inc (CSCO)](/topic/$csco) [Hewlett Packard Enterprise Co (HPE)](/topic/$hpe) [Marvell Technology Inc (MRVL)](/topic/$mrvl) [Oracle Corporation (ORCL)](/topic/$orcl) [Walmart, Inc. (WMT)](/topic/$wmt) [Etsy Inc (ETSY)](/topic/$etsy) [Shopify Inc (SHOP)](/topic/$shop) [Archer Aviation Inc. (ACHR)](/topic/$achr) [IBM (IBM)](/topic/ibm) [Apple, Inc. (AAPL)](/topic/$aapl) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [USA Rare Earth, Inc. Class A Common Stock (USAR)](/topic/$usar) [MP Materials Corp. (MP)](/topic/$mp) [Critical Metals Corp. Ordinary Shares (CRML)](/topic/$crml) [Energy Fuels Inc. (UUUU)](/topic/$uuuu) [Southern Copper Corporation (SCCO)](/topic/$scco) [Sociedad Quimica y Minera de Chile SA (SQM)](/topic/$sqm) [NovaDEX (NVX)](/topic/$nvx) [Centrus Energy Corp. (LEU)](/topic/$leu) [Uranium Energy Corp. (UEC)](/topic/$uec) [Freeport-McMoRan Inc (FCX)](/topic/$fcx) [Cameco Corporation (CCJ)](/topic/$ccj) [Alien Base (ALB)](/topic/$alb) [SPX6900 (SPX)](/topic/$spx) [Palantir (PLTR)](/topic/$pltr) [Micron Technology, Inc. (MU)](/topic/$mu) [Doge Jones Industrial Average (DJI)](/topic/$dji) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Recursion Pharmaceuticals, Inc. Class A Common Stock (RXRX)](/topic/$rxrx) [Twist Bioscience Corporation Common Stock (TWST)](/topic/$twst) [Schrodinger, Inc. Common Stock (SDGR)](/topic/$sdgr) [Tempus AI, Inc. Class A Common Stock (TEM)](/topic/$tem) ### Top Social Posts [#](/creator/twitter::1922357347881779200/posts) --- Top posts by engagements in the last XX hours "$ASTS to provide space-based cellular broadband service to $VZ customers starting in 2026. This was a $X stock in April 2024. Up 37.5X in XX months. Congrats to all those who have enjoyed this rocketship ride More importantly. I don't think it is over. This is still just a $30B company that I think can scale to $20B EBITDA over time. Seems like a multi-hundred-billion-dollar company in the making to me" [X Link](https://x.com/exponentialluke/status/1975923621819515391) [@exponentialluke](/creator/x/exponentialluke) 2025-10-08T13:57Z XXX followers, XXX engagements "$ASTS is poised for explosive growth as the FCC's "Space Month" agenda cuts through regulatory red tape for satellite communications. The FCC aims to "add rocket fuel" to an already aggressive plan to boost the U.S. space economy. The initiative introduces a streamlined licensing process to expedite applications clear backlogs and free up significant spectrum for satellite broadband. This will directly accelerate deployment timelines for companies like AST SpaceMobile. If the FCC delivers on its promises expect ASTS to leverage these tailwinds for rapid infrastructure rollout and market" [X Link](https://x.com/exponentialluke/status/1978897747672731803) [@exponentialluke](/creator/x/exponentialluke) 2025-10-16T18:56Z XXX followers, XXX engagements "$META's AI talent grab intensifies with Andrew Tulloch's exit from Thinking Machines Lab to join Zuckerberg's team. This follows Meta's failed acquisition attempt of the startup led by former OpenAI CTO Mira Murati and a reported compensation package for Tulloch that could reach $1.5B over six years. Tulloch's background at OpenAI and Facebook AI Research makes this a significant poach underscoring the hyperscaler war for elite AI minds. With AI capex surging $META $GOOGL and other giants are locking in human capital to avoid being outpaced in model development" [X Link](https://x.com/exponentialluke/status/1978958138352242781) [@exponentialluke](/creator/x/exponentialluke) 2025-10-16T22:56Z XXX followers, XXX engagements "Bloomberg is out with an article today about how $TER $KLAC $LRCX have morphed into the new leaders of the AI chip trade. The article tries to attribute the outperformance to traders just trying to find more obscure winners in the AI capex spending boom. But it is more nuanced than this. What do these stocks have in common They're all deeply levered to the Physical AI Boom. KLAC - Physical AI requires massive chip reliability. A humanoid robot or self-driving car cannot afford a chip defect that bricks its control system in the field. KLAC tools ensure yields are high and defects are minimal" [X Link](https://x.com/exponentialluke/status/1973160435378692242) [@exponentialluke](/creator/x/exponentialluke) 2025-09-30T22:58Z XXX followers, 1645 engagements "EssilorLuxottica CEO Francesco Milleri: "Glasses which have long been seen as prosthetics and later as fashion accessories are poised to become the central device in people's lives possibly replacing smartphones." I agree. And that means huge investment opportunities in the AI glasses supply chain. From $META to $AMBA to $U I think there's a lot of opportunities out there in this trend" [X Link](https://x.com/exponentialluke/status/1976377632947372333) [@exponentialluke](/creator/x/exponentialluke) 2025-10-09T20:02Z XXX followers, XXX engagements "$BE + $BN is major validation of Bloom Energys fuel cell tech as onsite backup power for AI datacenters. Now that this is a full-boar AI Energy play during The Crunch (AI data centers creating a supply crunch for energy) BE stock will keep skyrocketing. $XX - $XXX in a year. More to go" [X Link](https://x.com/exponentialluke/status/1977781638781338088) [@exponentialluke](/creator/x/exponentialluke) 2025-10-13T17:01Z XXX followers, XXX engagements "Trump's tariff shock exposed CEX fragility and proved how resilient DeFi is even in worst-case "stress test" scenarios. The initial announcement of a XXX% tariff on Chinese imports triggered immediate market chaos overwhelming centralized exchanges like $BNB $COIN Kraken and $HOOD with frozen dashboards and failed trades. Centralized infrastructure buckled when it mattered most. Meanwhile DeFi protocols handled the volatility with remarkable efficiency. - $AAVE executed $180M in liquidations within an hour without downtime - $UNI processed approximately $9B in daily volume which is well above" [X Link](https://x.com/exponentialluke/status/1978890695508361620) [@exponentialluke](/creator/x/exponentialluke) 2025-10-16T18:28Z XXX followers, XXX engagements "The Open Compute Project Foundation (OCP) has announced a new Ethernet standard designed for AI scale-up: Ethernet for Scale-Up Networking (ESUN). This initiative is driven by a coalition of hyperscalers and chipmakers -- $AMD $ANET $ARM $AVGO $CSCO $HPE $MRVL $META $MSFT $NVDA $ORCL and OpenAI. Their goal is to address the network bottlenecks in AI infrastructure. ESUN aims to improve Ethernet's ability to meet the intense demands of AI systems. By aligning with existing standards like UEC and IEEE XXXXX the coalition is banking on open ecosystems to accelerate adoption. If successful ESUN" [X Link](https://x.com/exponentialluke/status/1979235219837518073) [@exponentialluke](/creator/x/exponentialluke) 2025-10-17T17:17Z XXX followers, XXX engagements "$WMT now part of ChatGPT's shopping experience joining $ETSY & $SHOP" [X Link](https://x.com/exponentialluke/status/1978127687215452670) [@exponentialluke](/creator/x/exponentialluke) 2025-10-14T15:56Z XXX followers, XXX engagements "Korean Air buying up to XXX eVTOL aircraft from $ACHR for both government + commercial use. The flying cars have arrived. ACHR looks like it wants to break out" [X Link](https://x.com/exponentialluke/status/1980321625225703461) [@exponentialluke](/creator/x/exponentialluke) 2025-10-20T17:14Z XXX followers, XX engagements "Carlyle Group estimates that the U.S. economy added just 17000 jobs in September one of the weakest numbers since the Covid lockdowns. The economy continues to split into two. Can only last so long" [X Link](https://x.com/exponentialluke/status/1975685321930195244) [@exponentialluke](/creator/x/exponentialluke) 2025-10-07T22:11Z XXX followers, XX engagements "Based on all the AI deals that have been announced in the last few weeks + rapidly rising EPS estimates I just have a really strong feeling that this earnings season is going to be another blockbuster one for tech stocks. Tomorrow we've got $NFLX first. Then $TSLA $LRCX $IBM on Wednesday. $META $MSFT $GOOGL $AAPL $AMZN next week" [X Link](https://x.com/exponentialluke/status/1980348808006627713) [@exponentialluke](/creator/x/exponentialluke) 2025-10-20T19:02Z XXX followers, XXX engagements "Maybe the most important chart in the stock market right now Some of my favs - Rare earths $USAR $MP $CRML $UAMY $NB $UUUU - Copper $SCCO $FCX - Lithium $ALB $SQM - Graphite $NVX - Uranium $LEU $UEC $CCJ" [X Link](https://x.com/exponentialluke/status/1977827194643911124) [@exponentialluke](/creator/x/exponentialluke) 2025-10-13T20:02Z XXX followers, 32K engagements "And were bouncing back on $SPX $NDX $DJI $RTY because the "credit cockroaches" in the auto market -- while real -- are not big enough to derail the AI Boom. The market is still in buy-all-dips mode. $NVDA $AMD $TSLA $TSM $PLTR $MU" [X Link](https://x.com/exponentialluke/status/1980287652835504412) [@exponentialluke](/creator/x/exponentialluke) 2025-10-20T14:59Z XXX followers, XXX engagements "$NFLX kickstarts tech earnings season tomorrow. I really dont think many people cancelled their Netflix subscriptions despite some social pressures. The numbers should be good. "Kpop Demon Hunters" the company's most popular film ever is still gaining widespread acclaim winning awards and topping global music charts. Its theatrical sing-along version was so successful that it's returning to theaters for another round. Coupled with the highly anticipated release of Stranger Things Season X in a month management has plenty of reasons to be optimistic on the call. I think theyll kick things off" [X Link](https://x.com/exponentialluke/status/1980317092554633274) [@exponentialluke](/creator/x/exponentialluke) 2025-10-20T16:56Z XXX followers, XX engagements "AI biotech is starting to wake up: - $QSI +16% - $RXRX +15% - $TWST +15% - $SDGR +10% - $TEM +8% This is the last significantly undervalued + undiscovered corner of the AI Boom. Its also where you could find your next 10X AI winner" [X Link](https://x.com/exponentialluke/status/1980356602483077184) [@exponentialluke](/creator/x/exponentialluke) 2025-10-20T19:33Z XXX followers, XXX engagements "BofA boosts its global semiconductor sales forecast by 3-6% across 2025-27. 2027e semi sales now close to $1T. "We flag materially higher growth outlook in memory (across HBM commodity DRAM and NAND) as well as in data center/AI-related components We continue to believe the current AI infrastructure build out is structurally more durable than prior large cycles and remain bullish on AI capex." The AI Bazooka keeps firing. Stay invested in the blast radius. $NVDA $AMD $AVGO $MRVL $MU $ANET $CSCO $CIEN $ASML $TSM $NBIS $CRWV $VRT $LITE" [X Link](https://x.com/exponentialluke/status/1980364404169597086) [@exponentialluke](/creator/x/exponentialluke) 2025-10-20T20:04Z XXX followers, XX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
Being Exponential | Luke Lango posts on X about meta, $meta, $asts, open ai the most. They currently have XXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.
Social category influence stocks XXXX% finance XXX% technology brands XXX% cryptocurrencies XXXX% automotive brands XXXX% social networks XXXX% exchanges XXXX% currencies XXXX%
Social topic influence meta 2.53%, $meta #257, $asts 1.27%, open ai 1.27%, $lrcx #41, stocks #3725, infrastructure 1.27%, $amd #486, $nvda #2299, $msft #228
Top accounts mentioned or mentioned by @keithtradesmith @yaboilyrical @foundationcap @walmart @guy369 @vcf__crypto @tombackd72590 @schmagoogalbzc @pennasu1981
Top assets mentioned Metadium (META) AST SpaceMobile, Inc. Class A Common Stock (ASTS) Lam Research Corporation (LRCX) Advanced Micro Devices (AMD) NVIDIA Corp. (NVDA) Microsoft Corp. (MSFT) Netflix Inc (NFLX) Tesla, Inc. (TSLA) Verizon Communications Inc. (VZ) Teradyne, Inc. (TER) KLA Corp (KLAC) Ambarella, Inc. Ordinary Shares (AMBA) Bloom Energy Corporation (BE) Brookfield Corporation (BN) Robinhood Markets, Inc. (HOOD) BNB (BNB) Mario Coin (COIN) Arista Networks Inc (ANET) Broadcom, Inc. (AVGO) Cisco Systems Inc (CSCO) Hewlett Packard Enterprise Co (HPE) Marvell Technology Inc (MRVL) Oracle Corporation (ORCL) Walmart, Inc. (WMT) Etsy Inc (ETSY) Shopify Inc (SHOP) Archer Aviation Inc. (ACHR) IBM (IBM) Apple, Inc. (AAPL) Alphabet Inc Class A (GOOGL) Amazon.com, Inc. (AMZN) USA Rare Earth, Inc. Class A Common Stock (USAR) MP Materials Corp. (MP) Critical Metals Corp. Ordinary Shares (CRML) Energy Fuels Inc. (UUUU) Southern Copper Corporation (SCCO) Sociedad Quimica y Minera de Chile SA (SQM) NovaDEX (NVX) Centrus Energy Corp. (LEU) Uranium Energy Corp. (UEC) Freeport-McMoRan Inc (FCX) Cameco Corporation (CCJ) Alien Base (ALB) SPX6900 (SPX) Palantir (PLTR) Micron Technology, Inc. (MU) Doge Jones Industrial Average (DJI) Taiwan Semiconductor (TSM) Recursion Pharmaceuticals, Inc. Class A Common Stock (RXRX) Twist Bioscience Corporation Common Stock (TWST) Schrodinger, Inc. Common Stock (SDGR) Tempus AI, Inc. Class A Common Stock (TEM)
Top posts by engagements in the last XX hours
"$ASTS to provide space-based cellular broadband service to $VZ customers starting in 2026. This was a $X stock in April 2024. Up 37.5X in XX months. Congrats to all those who have enjoyed this rocketship ride More importantly. I don't think it is over. This is still just a $30B company that I think can scale to $20B EBITDA over time. Seems like a multi-hundred-billion-dollar company in the making to me"
X Link @exponentialluke 2025-10-08T13:57Z XXX followers, XXX engagements
"$ASTS is poised for explosive growth as the FCC's "Space Month" agenda cuts through regulatory red tape for satellite communications. The FCC aims to "add rocket fuel" to an already aggressive plan to boost the U.S. space economy. The initiative introduces a streamlined licensing process to expedite applications clear backlogs and free up significant spectrum for satellite broadband. This will directly accelerate deployment timelines for companies like AST SpaceMobile. If the FCC delivers on its promises expect ASTS to leverage these tailwinds for rapid infrastructure rollout and market"
X Link @exponentialluke 2025-10-16T18:56Z XXX followers, XXX engagements
"$META's AI talent grab intensifies with Andrew Tulloch's exit from Thinking Machines Lab to join Zuckerberg's team. This follows Meta's failed acquisition attempt of the startup led by former OpenAI CTO Mira Murati and a reported compensation package for Tulloch that could reach $1.5B over six years. Tulloch's background at OpenAI and Facebook AI Research makes this a significant poach underscoring the hyperscaler war for elite AI minds. With AI capex surging $META $GOOGL and other giants are locking in human capital to avoid being outpaced in model development"
X Link @exponentialluke 2025-10-16T22:56Z XXX followers, XXX engagements
"Bloomberg is out with an article today about how $TER $KLAC $LRCX have morphed into the new leaders of the AI chip trade. The article tries to attribute the outperformance to traders just trying to find more obscure winners in the AI capex spending boom. But it is more nuanced than this. What do these stocks have in common They're all deeply levered to the Physical AI Boom. KLAC - Physical AI requires massive chip reliability. A humanoid robot or self-driving car cannot afford a chip defect that bricks its control system in the field. KLAC tools ensure yields are high and defects are minimal"
X Link @exponentialluke 2025-09-30T22:58Z XXX followers, 1645 engagements
"EssilorLuxottica CEO Francesco Milleri: "Glasses which have long been seen as prosthetics and later as fashion accessories are poised to become the central device in people's lives possibly replacing smartphones." I agree. And that means huge investment opportunities in the AI glasses supply chain. From $META to $AMBA to $U I think there's a lot of opportunities out there in this trend"
X Link @exponentialluke 2025-10-09T20:02Z XXX followers, XXX engagements
"$BE + $BN is major validation of Bloom Energys fuel cell tech as onsite backup power for AI datacenters. Now that this is a full-boar AI Energy play during The Crunch (AI data centers creating a supply crunch for energy) BE stock will keep skyrocketing. $XX - $XXX in a year. More to go"
X Link @exponentialluke 2025-10-13T17:01Z XXX followers, XXX engagements
"Trump's tariff shock exposed CEX fragility and proved how resilient DeFi is even in worst-case "stress test" scenarios. The initial announcement of a XXX% tariff on Chinese imports triggered immediate market chaos overwhelming centralized exchanges like $BNB $COIN Kraken and $HOOD with frozen dashboards and failed trades. Centralized infrastructure buckled when it mattered most. Meanwhile DeFi protocols handled the volatility with remarkable efficiency. - $AAVE executed $180M in liquidations within an hour without downtime - $UNI processed approximately $9B in daily volume which is well above"
X Link @exponentialluke 2025-10-16T18:28Z XXX followers, XXX engagements
"The Open Compute Project Foundation (OCP) has announced a new Ethernet standard designed for AI scale-up: Ethernet for Scale-Up Networking (ESUN). This initiative is driven by a coalition of hyperscalers and chipmakers -- $AMD $ANET $ARM $AVGO $CSCO $HPE $MRVL $META $MSFT $NVDA $ORCL and OpenAI. Their goal is to address the network bottlenecks in AI infrastructure. ESUN aims to improve Ethernet's ability to meet the intense demands of AI systems. By aligning with existing standards like UEC and IEEE XXXXX the coalition is banking on open ecosystems to accelerate adoption. If successful ESUN"
X Link @exponentialluke 2025-10-17T17:17Z XXX followers, XXX engagements
"$WMT now part of ChatGPT's shopping experience joining $ETSY & $SHOP"
X Link @exponentialluke 2025-10-14T15:56Z XXX followers, XXX engagements
"Korean Air buying up to XXX eVTOL aircraft from $ACHR for both government + commercial use. The flying cars have arrived. ACHR looks like it wants to break out"
X Link @exponentialluke 2025-10-20T17:14Z XXX followers, XX engagements
"Carlyle Group estimates that the U.S. economy added just 17000 jobs in September one of the weakest numbers since the Covid lockdowns. The economy continues to split into two. Can only last so long"
X Link @exponentialluke 2025-10-07T22:11Z XXX followers, XX engagements
"Based on all the AI deals that have been announced in the last few weeks + rapidly rising EPS estimates I just have a really strong feeling that this earnings season is going to be another blockbuster one for tech stocks. Tomorrow we've got $NFLX first. Then $TSLA $LRCX $IBM on Wednesday. $META $MSFT $GOOGL $AAPL $AMZN next week"
X Link @exponentialluke 2025-10-20T19:02Z XXX followers, XXX engagements
"Maybe the most important chart in the stock market right now Some of my favs - Rare earths $USAR $MP $CRML $UAMY $NB $UUUU - Copper $SCCO $FCX - Lithium $ALB $SQM - Graphite $NVX - Uranium $LEU $UEC $CCJ"
X Link @exponentialluke 2025-10-13T20:02Z XXX followers, 32K engagements
"And were bouncing back on $SPX $NDX $DJI $RTY because the "credit cockroaches" in the auto market -- while real -- are not big enough to derail the AI Boom. The market is still in buy-all-dips mode. $NVDA $AMD $TSLA $TSM $PLTR $MU"
X Link @exponentialluke 2025-10-20T14:59Z XXX followers, XXX engagements
"$NFLX kickstarts tech earnings season tomorrow. I really dont think many people cancelled their Netflix subscriptions despite some social pressures. The numbers should be good. "Kpop Demon Hunters" the company's most popular film ever is still gaining widespread acclaim winning awards and topping global music charts. Its theatrical sing-along version was so successful that it's returning to theaters for another round. Coupled with the highly anticipated release of Stranger Things Season X in a month management has plenty of reasons to be optimistic on the call. I think theyll kick things off"
X Link @exponentialluke 2025-10-20T16:56Z XXX followers, XX engagements
"AI biotech is starting to wake up: - $QSI +16% - $RXRX +15% - $TWST +15% - $SDGR +10% - $TEM +8% This is the last significantly undervalued + undiscovered corner of the AI Boom. Its also where you could find your next 10X AI winner"
X Link @exponentialluke 2025-10-20T19:33Z XXX followers, XXX engagements
"BofA boosts its global semiconductor sales forecast by 3-6% across 2025-27. 2027e semi sales now close to $1T. "We flag materially higher growth outlook in memory (across HBM commodity DRAM and NAND) as well as in data center/AI-related components We continue to believe the current AI infrastructure build out is structurally more durable than prior large cycles and remain bullish on AI capex." The AI Bazooka keeps firing. Stay invested in the blast radius. $NVDA $AMD $AVGO $MRVL $MU $ANET $CSCO $CIEN $ASML $TSM $NBIS $CRWV $VRT $LITE"
X Link @exponentialluke 2025-10-20T20:04Z XXX followers, XX engagements
/creator/twitter::exponentialluke