# ![@flyingwhale919 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1507954299078250500.png) @flyingwhale919 飞鲸投资笔记

飞鲸投资笔记 posts on X about $nvda, nvda, ai, $avgo the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1507954299078250500/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1507954299078250500/c:line/m:interactions.svg)

- [--] Months [------] -0.34%
- [--] Year [------] +16,512%

### Mentions: [--] [#](/creator/twitter::1507954299078250500/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1507954299078250500/c:line/m:posts_active.svg)


### Followers: [-----] [#](/creator/twitter::1507954299078250500/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1507954299078250500/c:line/m:followers.svg)

- [--] Months [-----] +0.14%
- [--] Year [-----] +1,202%

### CreatorRank: [---------] [#](/creator/twitter::1507954299078250500/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1507954299078250500/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [technology brands](/list/technology-brands)  [cryptocurrencies](/list/cryptocurrencies)  [celebrities](/list/celebrities)  [social networks](/list/social-networks)  [countries](/list/countries) 

**Social topic influence**
[$nvda](/topic/$nvda), [nvda](/topic/nvda), [ai](/topic/ai), [$avgo](/topic/$avgo), [$tsm](/topic/$tsm), [$intc](/topic/$intc), [$msft](/topic/$msft), [msft](/topic/msft), [avgo](/topic/avgo), [$smci](/topic/$smci)

**Top accounts mentioned or mentioned by**
[@youtube](/creator/undefined) [@hhuang](/creator/undefined) [@jackxec](/creator/undefined) [@diyas_1989](/creator/undefined)

**Top assets mentioned**
[NVIDIA Corp. (NVDA)](/topic/$nvda) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Intel Corporation (INTC)](/topic/$intc) [Microsoft Corp. (MSFT)](/topic/$msft) [Super Micro Computer, Inc. Common Stock (SMCI)](/topic/$smci) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Advanced Micro Devices (AMD)](/topic/$amd) [Dell Technologies, Inc. (DELL)](/topic/dell) [Semtech Corp (SMTC)](/topic/$smtc) [Orochi Network (ON)](/topic/$on) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Credo Technology Group Holding Ltd (CRDO)](/topic/$crdo) [Marvell Technology Inc (MRVL)](/topic/$mrvl) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Rambus Inc (RMBS)](/topic/$rmbs) [Oracle Corporation (ORCL)](/topic/$orcl) [STMicroelectronics N.V. (STM)](/topic/$stm) [Micron Technology, Inc. (MU)](/topic/$mu) [Axon Enterprise, Inc. (AXON)](/topic/$axon) [AppLovin Corporation (APP)](/topic/$app) [Metadium (META)](/topic/$meta) [Lam Research Corporation (LRCX)](/topic/$lrcx) [Coherent Inc (COHR)](/topic/$cohr) [Lumentum Holdings Inc. Common Stock (LITE)](/topic/$lite) [Ciena Corporation (CIEN)](/topic/$cien) [Apple, Inc. (AAPL)](/topic/$aapl) [KLA Corp (KLAC)](/topic/$klac) [Four (FORM)](/topic/$form) [NXP Semiconductors NV (NXPI)](/topic/$nxpi) [Teradyne, Inc. (TER)](/topic/$ter) [Applied Digital Corp. (APLD)](/topic/$apld) [Fabrinet (FN)](/topic/$fn) [Arm Holdings plc (ARM)](/topic/$arm) [Coldstack (CLS)](/topic/$cls) [Vistra, Corp. (VST)](/topic/$vst) [Sora (SORA)](/topic/sora) [Tesla, Inc. (TSLA)](/topic/$tsla) [Corning Incorporated (GLW)](/topic/$glw) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [Applied Materials, Inc. (AMAT)](/topic/$amat) [Microchip Technology Inc. (MCHP)](/topic/$mchp) [Sandisk Corporation (SNDK)](/topic/$sndk) [Viavi Solutions Inc. Common Stock (VIAV)](/topic/$viav) [Now Coin (NOW)](/topic/$now) [MACOM Technology Solutions Holdings, Inc (MTSI)](/topic/$mtsi) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Iris Energy Limited (IREN)](/topic/$iren) [Lattice Semiconductor Corp (LSCC)](/topic/$lscc) [Ambarella, Inc. Ordinary Shares (AMBA)](/topic/$amba) [Applied Optoelectronics, Inc. (AAOI)](/topic/$aaoi) [Astera Labs, Inc. (ALAB)](/topic/$alab) [Vertiv Holdings Co (VRT)](/topic/$vrt) [Netflix Inc (NFLX)](/topic/$nflx) [ADMA Biologics, Inc. (ADMA)](/topic/$adma) [TransMedics Group, Inc. Common Stock (TMDX)](/topic/$tmdx) [Cadence Design Systems Inc (CDNS)](/topic/$cdns) [Landwolf (WOLF)](/topic/$wolf)
### Top Social Posts
Top posts by engagements in the last [--] hours

"5/16) $AMD Bernstein Stacy Rasgon PCQ1"still ugly" Q4less ugly"  
[X Link](https://x.com/flyingwhale919/status/1658631631962521600)  2023-05-17T00:32Z [--] followers, [--] engagements


"$MSFT SASE $PANW"  
[X Link](https://x.com/flyingwhale919/status/1681410927311343616)  2023-07-18T21:09Z [--] followers, [--] engagements


"$TSM $SOXX $STM $NXPI $LRCX $KLAC $INTC"  
[X Link](https://x.com/flyingwhale919/status/1685060439263338496)  2023-07-28T22:51Z [--] followers, [---] engagements


"AI PC $INTC $AMD $AAPL $QCOM $ $HPQ $DELL $MSFT ) 231129"  
[X Link](https://x.com/flyingwhale919/status/1729674191631212879)  2023-11-29T01:30Z [--] followers, [---] engagements


"$ZS $CRWD $PANW"  
[X Link](https://x.com/flyingwhale919/status/1730100817703899350)  2023-11-30T05:45Z [--] followers, [--] engagements


"$MU FY24Q1 8.6% $SOXX 2.8% $RMBS 7% $LRCX 3% $FORM 4%"  
[X Link](https://x.com/flyingwhale919/status/1737988235211784429)  2023-12-22T00:07Z [--] followers, [--] engagements


"AI $SMCI [----] $NVDA $AMD"  
[X Link](https://x.com/flyingwhale919/status/1754038341870465273)  2024-02-04T07:05Z [--] followers, [--] engagements


"$SMCI $NVDA 4.8%14.5%"  
[X Link](https://x.com/flyingwhale919/status/1754644107199455555)  2024-02-05T23:12Z [--] followers, [--] engagements


"Wolfspeed $wolf  $STM $ON"  
[X Link](https://x.com/flyingwhale919/status/1755145290741624989)  2024-02-07T08:23Z [--] followers, [--] engagements


"$AMD 2024GPU $NVDA $INTC $SMCI -- 20240212"  
[X Link](https://x.com/flyingwhale919/status/1756871514417500221)  2024-02-12T02:43Z [--] followers, [--] engagements


"OpenAI Sora $ADBE $NVDA $AMD $SMCI $META)"  
[X Link](https://x.com/flyingwhale919/status/1759384854951789013)  2024-02-19T01:10Z [--] followers, [--] engagements


"OpenAI Sora $ADBE $NVDA $AMD $SMCI $META)"  
[X Link](https://x.com/flyingwhale919/status/1759392770161308005)  2024-02-19T01:41Z [--] followers, [--] engagements


"24/2/26: $mu HBM3E $NVDA . 2024AIHBM.  . "  
[X Link](https://x.com/flyingwhale919/status/1762267026163466361)  2024-02-27T00:02Z [--] followers, [--] engagements


"$AMD 9%AI $DELL AMD $NVDA GPUAI." AMDAI"  
[X Link](https://x.com/flyingwhale919/status/1763480855597679036)  2024-03-01T08:26Z [--] followers, [--] engagements


"$DELL AI $SMCI ---240304"  
[X Link](https://x.com/flyingwhale919/status/1764607254274478575)  2024-03-04T11:02Z [--] followers, [--] engagements


"$ASML AI---240422 $TSM $INTC"  
[X Link](https://x.com/flyingwhale919/status/1782227863535833188)  2024-04-22T02:00Z [--] followers, [--] engagements


"Nvidia) $nvda FY25Q1---240528"  
[X Link](https://x.com/flyingwhale919/status/1795436922858557800)  2024-05-28T12:48Z [---] followers, [--] engagements


"Nvidia $NVDA COMPUTEX 2024"  
[X Link](https://x.com/flyingwhale919/status/1797564585211486559)  2024-06-03T09:42Z [---] followers, [--] engagements


"Elon MuskXAI30B200 GPU $NVDA $SMCI $DELL $TSLA ---240605"  
[X Link](https://x.com/flyingwhale919/status/1798281643222073641)  2024-06-05T09:12Z [---] followers, [--] engagements


"$ASML $TSM --240606"  
[X Link](https://x.com/flyingwhale919/status/1798481550990016809)  2024-06-05T22:26Z [---] followers, [--] engagements


"$DKNG $NKE $BKNG $BUD ---240609"  
[X Link](https://x.com/flyingwhale919/status/1799754872780403026)  2024-06-09T10:46Z [---] followers, [--] engagements


"$DELL: 240610"  
[X Link](https://x.com/flyingwhale919/status/1800145039110373501)  2024-06-10T12:36Z [---] followers, [--] engagements


"Galaxy S25SoC $QCOM $TSM) 240620"  
[X Link](https://x.com/flyingwhale919/status/1803760632241733832)  2024-06-20T12:03Z [---] followers, [--] engagements


"$AOSL $NVDA 24-0620240623"  
[X Link](https://x.com/flyingwhale919/status/1804869320868036711)  2024-06-23T13:29Z [---] followers, [--] engagements


"Micron ( $MU) [----] 24-18 20240625"  
[X Link](https://x.com/flyingwhale919/status/1805561142296629534)  2024-06-25T11:18Z [---] followers, [--] engagements


"Micron $MU : 24-19 20240627"  
[X Link](https://x.com/flyingwhale919/status/1806294884174704948)  2024-06-27T11:53Z [---] followers, [--] engagements


"TrendforceDRAM $MU"  
[X Link](https://x.com/flyingwhale919/status/1806459389941100775)  2024-06-27T22:47Z [---] followers, [--] engagements


"2024 $ASML $AMAT $LRCX $KLAC 24-01"  
[X Link](https://x.com/flyingwhale919/status/1808826985206198428)  2024-07-04T11:35Z [---] followers, [--] engagements


"Nvidia $NVDA H20 GPU24-2120240707"  
[X Link](https://x.com/flyingwhale919/status/1809912665432801567)  2024-07-07T11:29Z [---] followers, [--] engagements


"Corning: AI $GLW (24-2220240710"  
[X Link](https://x.com/flyingwhale919/status/1811003138369015935)  2024-07-10T11:42Z [---] followers, [--] engagements


"$TSM $NFLX 24-02 20240717"  
[X Link](https://x.com/flyingwhale919/status/1813563224102723972)  2024-07-17T13:15Z [---] followers, [--] engagements


"$ASML : 24-23 240718"  
[X Link](https://x.com/flyingwhale919/status/1813894467726049783)  2024-07-18T11:11Z [---] followers, [--] engagements


"Enphase $NXPI $ENPH 20240722"  
[X Link](https://x.com/flyingwhale919/status/1815345351781748824)  2024-07-22T11:17Z [---] followers, [--] engagements


"$CRWD 13% $S"  
[X Link](https://x.com/flyingwhale919/status/1815543573934489623)  2024-07-23T00:24Z [---] followers, [--] engagements


"20240726 $STM $NXP $TSLA $F $GM"  
[X Link](https://x.com/flyingwhale919/status/1817523715506368531)  2024-07-28T11:33Z [---] followers, [--] engagements


"$AMD : 2024073124Q2 $NVDA $INTC"  
[X Link](https://x.com/flyingwhale919/status/1818638668548259953)  2024-07-31T13:23Z [---] followers, [--] engagements


"NvidiaBlackwell [--------] $NVDA $SMCI $DELL $MU 24-26"  
[X Link](https://x.com/flyingwhale919/status/1820064097066713112)  2024-08-04T11:47Z [---] followers, [--] engagements


"Palantir  $PLTR $SMCI 24-0620240805"  
[X Link](https://x.com/flyingwhale919/status/1820413220739563777)  2024-08-05T10:55Z [---] followers, [--] engagements


"AIPalantir [--------] $PLTR https://youtu.be/JL_XQepL76gsi=xnf8CRXHKn155n6P https://youtu.be/JL_XQepL76gsi=xnf8CRXHKn155n6P"  
[X Link](https://x.com/flyingwhale919/status/1854107152962765213)  2024-11-06T10:22Z [---] followers, [--] engagements


"Wolfspeed [----] [--------] $WOLF https://youtu.be/iUvQSMafbKksi=8ycdyBhN1QKhFr16 https://youtu.be/iUvQSMafbKksi=8ycdyBhN1QKhFr16"  
[X Link](https://x.com/flyingwhale919/status/1856673229815136458)  2024-11-13T12:19Z [---] followers, [---] engagements


"robinhood $hood OpenAISpaceXtoken These OpenAI tokens are not OpenAI equity. We did not partner with Robinhood were not involved in this and do not endorse it. Any transfer of OpenAI equity requires our approvalwe did not approve any transfer. Please be careful. These OpenAI tokens are not OpenAI equity. We did not partner with Robinhood were not involved in this and do not endorse it. Any transfer of OpenAI equity requires our approvalwe did not approve any transfer. Please be careful"  
[X Link](https://x.com/flyingwhale919/status/1940546024743096679)  2025-07-02T23:00Z [----] followers, [----] engagements


"$AMD 5.5% ( $NVDA 0.8%) Fubon "The first version of Rubin was already taped out in late June but nVidia is now redesigning the chip to better match AMDs upcoming MI450" AMDfans . "  
[X Link](https://x.com/anyuser/status/1955758125396713780)  2025-08-13T22:27Z [----] followers, [----] engagements


"$AMAT OK -14% $LRCX $KLAC 6% "We are expecting a decline in revenue in the fourth quarter driven by both digestion of capacity in China and non-linear demand from leading-edge customers""  
[X Link](https://x.com/flyingwhale919/status/1956106690451136758)  2025-08-14T21:32Z [----] followers, [----] engagements


"AI $ORCL $AVGO AI $FERM Matador [---] 40%"  
[X Link](https://x.com/flyingwhale919/status/1999737113156448272)  2025-12-13T07:04Z [----] followers, [----] engagements


"2026AIAI $MCHP +11% $NXPI) $TXN 8% $ON $STM +5%"  
[X Link](https://x.com/flyingwhale919/status/2008798086752354595)  2026-01-07T07:09Z [----] followers, [---] engagements


"$WDC $SNDK [--] [--] [--] WDC SNDK26/2/24750SNDK"  
[X Link](https://x.com/flyingwhale919/status/2018789380039811106)  2026-02-03T20:51Z [----] followers, [----] engagements


"Enphase $ENPH +38%+ $TAN"  
[X Link](https://x.com/flyingwhale919/status/2019310373363687528)  2026-02-05T07:21Z [----] followers, [----] engagements


"$MU $NVDA HBM4- https://open.substack.com/pub/flyingwhale919/p/munvda-hbm4r=1sh08z&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/flyingwhale919/p/munvda-hbm4r=1sh08z&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/flyingwhale919/status/2020283683698274736)  2026-02-07T23:48Z [----] followers, 19.1K engagements


"$ICHR 20% ICHR11326 $ENTG $AMAT"  
[X Link](https://x.com/flyingwhale919/status/2021029725960102180)  2026-02-10T01:13Z [----] followers, [----] engagements


"SK $MU 3%---- $NVDA HBM4 https://open.substack.com/pub/flyingwhale919/p/munvda-hbm4r=1sh08z&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/flyingwhale919/p/munvda-hbm4r=1sh08z&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/flyingwhale919/status/2021037307319681367)  2026-02-10T01:43Z [----] followers, [----] engagements


"$MNDY 20%AI https://open.substack.com/pub/flyingwhale919/p/aiutm_campaign=post-expanded-share&utm_medium=web https://open.substack.com/pub/flyingwhale919/p/aiutm_campaign=post-expanded-share&utm_medium=web"  
[X Link](https://x.com/flyingwhale919/status/2021040631171383398)  2026-02-10T01:56Z [----] followers, [---] engagements


"$AEHR 14% $GOOG TPU4 5Capex"  
[X Link](https://x.com/flyingwhale919/status/2021569225874370599)  2026-02-11T12:57Z [----] followers, [----] engagements


"$MU Wolfe 😀+10% $SNDK +12% https://open.substack.com/pub/flyingwhale919/p/munvda-hbm4r=1sh08z&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/flyingwhale919/p/munvda-hbm4r=1sh08z&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/flyingwhale919/status/2021700361925648392)  2026-02-11T21:38Z [----] followers, [---] engagements


"AI $TER $ONTO $CAMT $FORM $UCTT $ICHR $AEHR"  
[X Link](https://x.com/flyingwhale919/status/2016464216753070400)  2026-01-28T10:51Z [----] followers, [----] engagements


"Viavi $VIAV $TER . +20%"  
[X Link](https://x.com/flyingwhale919/status/2018442338650185736)  2026-02-02T21:52Z [----] followers, 17.9K engagements


"Agentic AIserver CPU $INTC $AMD Rambus $RMBS Server CPURambus 15%missINTEL"  
[X Link](https://x.com/flyingwhale919/status/2018574116853535001)  2026-02-03T06:35Z [----] followers, [----] engagements


"2 $RMBS miss26Q1Q2"  
[X Link](https://x.com/flyingwhale919/status/2018574978971730281)  2026-02-03T06:39Z [----] followers, [----] engagements


"3) $RMBS //"  
[X Link](https://x.com/flyingwhale919/status/2018575522381615165)  2026-02-03T06:41Z [----] followers, [----] engagements


"Formfactor $FORM 15% Viavi $VIAV  $TER"  
[X Link](https://x.com/flyingwhale919/status/2019175856237879331)  2026-02-04T22:26Z [----] followers, [----] engagements


"$CME https://youtu.be/nhkLugyy7m0si=FtBBEQXC_Glto_h7 https://youtu.be/nhkLugyy7m0si=FtBBEQXC_Glto_h7"  
[X Link](https://x.com/flyingwhale919/status/2019202285444948101)  2026-02-05T00:11Z [----] followers, [----] engagements


"AIsubstacksubstackyoutube( $ADBE $PLTR $SNOW $MDB $NET https://open.substack.com/pub/flyingwhale919/p/aiutm_campaign=post-expanded-share&utm_medium=web https://open.substack.com/pub/flyingwhale919/p/aiutm_campaign=post-expanded-share&utm_medium=web"  
[X Link](https://x.com/flyingwhale919/status/2019928392284692816)  2026-02-07T00:17Z [----] followers, [----] engagements


"Coherent $COHR $LITE $TSEM $AXTI https://open.substack.com/pub/flyingwhale919/p/bain-capitalcoherent-cohrr=1sh08z&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/flyingwhale919/p/bain-capitalcoherent-cohrr=1sh08z&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/flyingwhale919/status/2021360377259491645)  2026-02-10T23:07Z [----] followers, [----] engagements


"$MKSI https://open.substack.com/pub/flyingwhale919/p/mksi-mks-inc-fy25q4r=1sh08z&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/flyingwhale919/p/mksi-mks-inc-fy25q4r=1sh08z&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/flyingwhale919/status/2023297119894073400)  2026-02-16T07:23Z [----] followers, [---] engagements


"MSSAAS/ $PLTR $MSFT $ORCL $NOW $PANW $APPN $GTLB"  
[X Link](https://x.com/anyuser/status/1893058916931772819)  2025-02-21T22:03Z [----] followers, 13.5K engagements


"AIASICGPU20241216 (24-08 $NVDA $AVGO https://youtu.be/QGl4j_zm3tMsi=Zfy26GAoTjD1Gk1U https://youtu.be/QGl4j_zm3tMsi=Zfy26GAoTjD1Gk1U"  
[X Link](https://x.com/anyuser/status/1868649246590902300)  2024-12-16T13:27Z [----] followers, 20K engagements


"$INOD AI/Mag7AIScale AI"  
[X Link](https://x.com/anyuser/status/1890165879717150722)  2025-02-13T22:27Z [----] followers, 31.1K engagements


"Morgan StanleyASIC GPUAIASIC/GPUAI241150202723804050ASIC2411%12027300ASIC"  
[X Link](https://x.com/anyuser/status/1868999287168000350)  2024-12-17T12:38Z [----] followers, 64.7K engagements


"16% $TSM $AVGO ()FPGA Mobileye $MBLY $INTC via @YouTube https://youtu.be/xUxhXUFdeussi=fQcRfB03m8QcQFCZ https://youtu.be/xUxhXUFdeussi=fQcRfB03m8QcQFCZ"  
[X Link](https://x.com/anyuser/status/1891977145863344479)  2025-02-18T22:24Z [----] followers, 52.1K engagements


"$NVDA GB200 NVLdelayOEM/ODMNVDAOEM/ODMOEMdelay"  
[X Link](https://x.com/anyuser/status/1893971445858070594)  2025-02-24T10:29Z [----] followers, 23.5K engagements


"$PLTR $APP $AXON AIApplovinApplovin"  
[X Link](https://x.com/anyuser/status/1894865080434729358)  2025-02-26T21:40Z [----] followers, 13.3K engagements


"AI NetworkingACCAEC $SMTC $MTSI ACCLPO $NVDA ACCLPOAEC $CRDO"  
[X Link](https://x.com/anyuser/status/1888755130708967785)  2025-02-10T01:01Z [----] followers, 13.6K engagements


"Applovin $APP 20% AI+ApplovinCTV"  
[X Link](https://x.com/anyuser/status/1889801524257370196)  2025-02-12T22:19Z [----] followers, [----] engagements


"$MSFT AI DC $APLD -15% $NBIS -9% AI DC $CORZ $IREN"  
[X Link](https://x.com/anyuser/status/1894138151104663591)  2025-02-24T21:31Z [----] followers, 14.8K engagements


"12/2 $CRDO AI $NVDA GPUAIGPUNetworking/InterconnectingCREDOAI"  
[X Link](https://x.com/anyuser/status/1862805284508545079)  2024-11-30T10:26Z [----] followers, 28.1K engagements


"$AMD 5.5% ( $NVDA 0.8%) Fubon "The first version of Rubin was already taped out in late June but nVidia is now redesigning the chip to better match AMDs upcoming MI450" AMDfans . "  
[X Link](https://x.com/anyuser/status/1955758125396713780)  2025-08-13T22:27Z [----] followers, [----] engagements


"/AI20% $ADI $LSCC $NXPI $IFNNY $STM $ON"  
[X Link](https://x.com/anyuser/status/1893102729528307793)  2025-02-22T00:57Z [----] followers, [----] engagements


"Innodata $INOD 24Q410%60 //Q4160%"  
[X Link](https://x.com/anyuser/status/1892829333477347636)  2025-02-21T06:50Z [----] followers, 30.1K engagements


"$AMBA +20%80520% $SMTC AMBA/"  
[X Link](https://x.com/anyuser/status/1861571351464800480)  2024-11-27T00:42Z [----] followers, 18.4K engagements


"DeepseekDeepseekAI FlashMLA $NVDA Hopper GPUMLADeepseekGPU"  
[X Link](https://x.com/anyuser/status/1894183164764950636)  2025-02-25T00:30Z [----] followers, 10K engagements


"Nvidia $NVDA 8.7% $TSM CoWoS https://youtu.be/SLwwRbea7qssi=FReK3hL3S26_WKod https://youtu.be/SLwwRbea7qssi=FReK3hL3S26_WKod"  
[X Link](https://x.com/anyuser/status/1896682627501044116)  2025-03-03T22:02Z [----] followers, 18.2K engagements


"$MU 16%AI AIGPU $AMD AI $DELL HBMAIAI"  
[X Link](https://x.com/anyuser/status/1869902530265911507)  2024-12-20T00:27Z [----] followers, [----] engagements


"DeepseekAI MoE EP $NVDA H20)"  
[X Link](https://x.com/anyuser/status/1894497229697946050)  2025-02-25T21:18Z [----] followers, [----] engagements


"Ciena $CIEN 14%. /AI ( AI) "  
[X Link](https://x.com/anyuser/status/1867306963425738836)  2024-12-12T20:34Z [----] followers, 19.8K engagements


"Marwell $MRVL AI Networking-15%"  
[X Link](https://x.com/anyuser/status/1897397626305437914)  2025-03-05T21:23Z [----] followers, 11.2K engagements


"@hhuang @jackxec Ciena $CIENAI/. $LITE $COHR $AAOI $SMTC $ALAB $CRDO Ciena"  
[X Link](https://x.com/anyuser/status/1867697305643888785)  2024-12-13T22:25Z [----] followers, [----] engagements


"Semtech $SMTC FY26ACC5000 $NVDA GB300"  
[X Link](https://x.com/anyuser/status/1888024892324593942)  2025-02-08T00:39Z [----] followers, [----] engagements


"$INTC 9%Elon Musk Elon"  
[X Link](https://x.com/anyuser/status/1881142931173818869)  2025-01-20T00:53Z [----] followers, [----] engagements


"A $NVDA CPO VS.AI NetworkingAI Networking52 $CRDO $SMTC $MXL $LITE $MTSI"  
[X Link](https://x.com/anyuser/status/1880762726823395373)  2025-01-18T23:42Z [----] followers, [----] engagements


"AI semiTD cowen $MSFT AI capexCSP25H1)AI $VRT"  
[X Link](https://x.com/anyuser/status/1905032707186602113)  2025-03-26T23:02Z [----] followers, [----] engagements


"BroadcomAI AIASICNetworking AIVMWare $AVGO $NVDA $MRVL https://youtu.be/U-bGQAhl_zwsi=yZpBwkbkN6MKj2MZ https://youtu.be/U-bGQAhl_zwsi=yZpBwkbkN6MKj2MZ"  
[X Link](https://x.com/anyuser/status/1898554073080791111)  2025-03-09T01:58Z [----] followers, [----] engagements


"Bernstein $NVDA NviidaQ4Blackwell [----] https://youtu.be/SLwwRbea7qssi=FReK3hL3S26_WKod https://youtu.be/SLwwRbea7qssi=FReK3hL3S26_WKod"  
[X Link](https://x.com/anyuser/status/1897043407144673601)  2025-03-04T21:56Z [----] followers, [----] engagements


"$AAOI $AMZN +90%+50% $FN AMZN11%"  
[X Link](https://x.com/anyuser/status/1900341077250629734)  2025-03-14T00:19Z [----] followers, [----] engagements


"stargate $ORCL $TSSI $ARM 16%ARMARM"  
[X Link](https://x.com/anyuser/status/1882372843406811277)  2025-01-23T10:20Z [----] followers, [----] engagements


"$ON 24Q48%227 ON"  
[X Link](https://x.com/anyuser/status/1889090673221214540)  2025-02-10T23:14Z [----] followers, [----] engagements


"/ 1Spotify $SPOT $NFLX 2025"  
[X Link](https://x.com/anyuser/status/1916652248555467057)  2025-04-28T00:34Z [----] followers, [----] engagements


"$aehr 78AEHRIR PPTNvidia $NVDA Google $GOOG $MSFT $MU $AVGO $MRVL $QCOM"  
[X Link](https://x.com/anyuser/status/1939928063724130323)  2025-07-01T06:04Z [----] followers, [----] engagements


"Loop Capital $AAPL [--] $NVDA GB300NVL72 $SMCI $DELL 10AI"  
[X Link](https://x.com/anyuser/status/1904473878778257516)  2025-03-25T10:02Z [----] followers, [----] engagements


"FT $ARM / $META ARM ARM MetaAISC CPU MTIARISC-VARM"  
[X Link](https://x.com/anyuser/status/1890162775621792088)  2025-02-13T22:14Z [----] followers, [----] engagements


"Broadcom ASIC [--------] 24-40 $AVGO $NVDA https://youtu.be/HkjJphvsxLMsi=VpXyqai8O4tyGGTQ https://youtu.be/HkjJphvsxLMsi=VpXyqai8O4tyGGTQ"  
[X Link](https://x.com/anyuser/status/1870819918368985294)  2024-12-22T13:13Z [----] followers, [----] engagements


"$NVDA 25GTCNvidia GTC"  
[X Link](https://x.com/anyuser/status/1901433850926133697)  2025-03-17T00:42Z [----] followers, [----] engagements


"$HOOD $APP 500535Applovin500Applovin"  
[X Link](https://x.com/anyuser/status/1964082195133354122)  2025-09-05T21:44Z [----] followers, [----] engagements


"(STM) (NXPI)"  
[X Link](https://x.com/anyuser/status/1893104716453679200)  2025-02-22T01:05Z [----] followers, [----] engagements


"$IREN AI $CRWV $NBIS Neocloud AI"  
[X Link](https://x.com/anyuser/status/1961180530906734773)  2025-08-28T21:34Z [----] followers, [----] engagements


"Palantir $PLTR $AXON $ADMA $INOD $TMDX $APP $CELH"  
[X Link](https://x.com/anyuser/status/1918483196842524729)  2025-05-03T01:50Z [----] followers, [----] engagements


"$AMD 4%210 1MI355XASP1.52.5AMDfans 2PCserver CPU $INTC"  
[X Link](https://x.com/anyuser/status/1949991111453528435)  2025-07-29T00:31Z [----] followers, [----] engagements


"$INOD 2) $GOOG $MSFT $META $AMZN 2013025H21000"  
[X Link](https://x.com/anyuser/status/1951788252844716238)  2025-08-02T23:32Z [----] followers, [----] engagements


"$alab [----] gross marginOpex"  
[X Link](https://x.com/anyuser/status/1889803136040346042)  2025-02-12T22:25Z [----] followers, [----] engagements


"Fabrinet $FNFY25Q2 [--] [--] $NVDA 25H2 3() 4"  
[X Link](https://x.com/anyuser/status/1886668894884258100)  2025-02-04T06:51Z [----] followers, [----] engagements


"broadcom $AVGO QA7% $MRVL"  
[X Link](https://x.com/anyuser/status/1897762279732457930)  2025-03-06T21:32Z [----] followers, [----] engagements


"$MSFT $META  $GOOG 5%10% AI"  
[X Link](https://x.com/anyuser/status/1950717285624422509)  2025-07-31T00:36Z [----] followers, [----] engagements


"Palantir $PLTR 19.7% [---]. . PLTR ""( ). PLTR "  
[X Link](https://x.com/anyuser/status/1886731907532251278)  2025-02-04T11:01Z [----] followers, [----] engagements


"$SMCI FY25Q315% / $NVDA GB200GB300SMCI"  
[X Link](https://x.com/anyuser/status/1917340620286484757)  2025-04-29T22:10Z [----] followers, [----] engagements


"ASICMicrosoft $MSFT ASICMaia 280202720%30%😅"  
[X Link](https://x.com/anyuser/status/1940548814928334848)  2025-07-02T23:11Z [----] followers, [----] engagements


"DeepseekAI $Meta$ $MSFT AI infra $AVGO$ 4%ASIC"  
[X Link](https://x.com/anyuser/status/1885109838411432429)  2025-01-30T23:36Z [----] followers, [----] engagements


"AI NetworkingCredo $CRDO . 12%60%12%11%"  
[X Link](https://x.com/anyuser/status/1929867580740694280)  2025-06-03T11:47Z [----] followers, [----] engagements


"AI networking.  Coherent $COHR "". CEO Jim Anderson $LSCC . COHR10%100"  
[X Link](https://x.com/anyuser/status/1887446135112888531)  2025-02-06T10:20Z [----] followers, [----] engagements


"Elon MuskxAIGrok [--] . Innodata $INOD . 2/20 twitter/xAI ()"  
[X Link](https://x.com/anyuser/status/1891651782998208591)  2025-02-18T00:51Z [----] followers, [----] engagements


"$HSAI  $PDD  $NVDA  $AMBA  $ZS "  
[X Link](https://x.com/anyuser/status/1927264831809241374)  2025-05-27T07:25Z [----] followers, [----] engagements


"Deepseek $INOD twitter/xAI"  
[X Link](https://x.com/anyuser/status/1892829713145745679)  2025-02-21T06:52Z [----] followers, [----] engagements


"/ $ON  $NXPI $STM  $MCHP"  
[X Link](https://x.com/anyuser/status/1940533946766475453)  2025-07-02T22:12Z [----] followers, [----] engagements


"pre-ERAI / AI Networking Interconnectivity. $GLW $MXL $CLS"  
[X Link](https://x.com/anyuser/status/1883639682137022467)  2025-01-26T22:14Z [----] followers, [----] engagements


"Nvidia $NVDA AISpruce point AI $TEM 19%"  
[X Link](https://x.com/anyuser/status/1927847732401852541)  2025-05-28T22:01Z [----] followers, [----] engagements


"Tiktok trump Melania trump"  
[X Link](https://x.com/anyuser/status/1881111277579420116)  2025-01-19T22:47Z [----] followers, [----] engagements


"$NVDA blackwell+ $SMTC 8%10%25%"  
[X Link](https://x.com/anyuser/status/1888025753901563915)  2025-02-08T00:43Z [----] followers, [----] engagements


"stargateAI $NVDA $ORCL $VRT $VST $CIEN $TSSI [----] $MSFT $ARM https://youtu.be/bzRlGgt8lDgsi=G8gfWBlrzxDdHiN6 https://youtu.be/bzRlGgt8lDgsi=G8gfWBlrzxDdHiN6"  
[X Link](https://x.com/anyuser/status/1882768114276049297)  2025-01-24T12:31Z [----] followers, [----] engagements


"Ciena $CIEN $LITE $COHR $FN $LUMN . . /AI "  
[X Link](https://x.com/anyuser/status/1867308436050129246)  2024-12-12T20:39Z [----] followers, [----] engagements


"ComputexNVLINK fusionASIC CPU GPUNVLINK $NVDA GPU CPUPPT $AVGO"  
[X Link](https://x.com/anyuser/status/1924613084674720001)  2025-05-19T23:48Z [----] followers, [----] engagements


"BroadcomASICAI Networking $AVGO $NVDA https://youtu.be/HkjJphvsxLMsi=rymFFIxGJcKKBz0u https://youtu.be/HkjJphvsxLMsi=rymFFIxGJcKKBz0u"  
[X Link](https://x.com/anyuser/status/1897476318167753217)  2025-03-06T02:36Z [----] followers, [----] engagements


"$AEHRGPU  $NVDA $AMD AEHRAIAEHR9% 35% CEO"  
[X Link](https://x.com/anyuser/status/1960320637702144317)  2025-08-26T12:37Z [----] followers, [----] engagements


"MS TMT $TSM [--] [--] $INTC Fab3CoWoS25"  
[X Link](https://x.com/anyuser/status/1897050102386262425)  2025-03-04T22:22Z [----] followers, [----] engagements


"$AMZN $MSFT"  
[X Link](https://x.com/anyuser/status/1914445325403898088)  2025-04-21T22:25Z [----] followers, [----] engagements


"MediaTekGTC2025Nvidia $NVDA IPASICNVLinkAEC"  
[X Link](https://x.com/anyuser/status/1902662974487105933)  2025-03-20T10:06Z [----] followers, [----] engagements


"$AXON $KEYS AXON710500KEYS10%"  
[X Link](https://x.com/anyuser/status/1894186790363566369)  2025-02-25T00:44Z [----] followers, [----] engagements


"/SAAS $SAP $NOW / $PLTR 100"  
[X Link](https://x.com/anyuser/status/1915219753041580047)  2025-04-24T01:42Z [----] followers, [----] engagements


"innodata $INOD +12% 16% ( INOD ). "+5% -5%" " ". "  
[X Link](https://x.com/anyuser/status/1921091197390487569)  2025-05-10T06:33Z [----] followers, [----] engagements


"$AMD 8/5GPU26GPU150beat"  
[X Link](https://x.com/anyuser/status/1952523602815005088)  2025-08-05T00:14Z [----] followers, [----] engagements


"412( 411) . $AAPL $NVDA . "  
[X Link](https://x.com/anyuser/status/1911563095174160506)  2025-04-13T23:32Z [----] followers, [----] engagements


"$Meta ASICMTIA $CLS OpenAIOpeanAIAVGOASIC $CRDO 10% $SMTC 12%"  
[X Link](https://x.com/anyuser/status/1885110207820554272)  2025-01-30T23:37Z [----] followers, [----] engagements


"AI infrastargate $ORCL $VST $APLD AI"  
[X Link](https://x.com/anyuser/status/1881807796397826218)  2025-01-21T20:55Z [----] followers, [----] engagements


"EDA $CDNS $SNPS trumpEDA"  
[X Link](https://x.com/anyuser/status/1927836093610606652)  2025-05-28T21:15Z [----] followers, [----] engagements


"$INTC $TSM $NVDA $AMD $AVGO 50% https://youtu.be/xUxhXUFdeussi=ifhYr2qUQ2w1G7Gm https://youtu.be/xUxhXUFdeussi=ifhYr2qUQ2w1G7Gm"  
[X Link](https://x.com/anyuser/status/1899961456596312536)  2025-03-12T23:11Z [----] followers, 20.2K engagements


"$NVDA $AMD Elon MuskMOUAMDsome5%5GPU Good day to be an Nvidia salesperson. Musk tells CNBC xAI will be implementing [--] million GPUs outside of Memphis (most of which will be Nvidia and some AMD). That's basically a $30-40B ticket to $NVDA or if it was done in CY26 it would account for about 15% of the current Good day to be an Nvidia salesperson. Musk tells CNBC xAI will be implementing [--] million GPUs outside of Memphis (most of which will be Nvidia and some AMD). That's basically a $30-40B ticket to $NVDA or if it was done in CY26 it would account for about 15% of the current"  
[X Link](https://x.com/anyuser/status/1924968031115178327)  2025-05-20T23:18Z [----] followers, [----] engagements


"Good day to be an Nvidia salesperson. Musk tells CNBC xAI will be implementing [--] million GPUs outside of Memphis (most of which will be Nvidia and some AMD). That's basically a $30-40B ticket to $NVDA or if it was done in CY26 it would account for about 15% of the current Street revenue estimate"  
[X Link](https://x.com/anyuser/status/1924928826645123547)  2025-05-20T20:42Z 95K followers, 56.7K engagements


"$AXON 16%NorthcoastFlock Safety AXON"  
[X Link](https://x.com/anyuser/status/1892322977884361063)  2025-02-19T21:18Z [----] followers, [----] engagements


"/ $CLS 10%EDA/IP $CDNS +6% $AMKR +6%/IP $RMBS +4%"  
[X Link](https://x.com/anyuser/status/1949950288497868808)  2025-07-28T21:49Z [----] followers, [----] engagements


"$CEG +5% $VST +3% JUST IN: Trump to invoke wartime act on uranium set to sign nuclear orders to increase nuclear energy in the US JUST IN: Trump to invoke wartime act on uranium set to sign nuclear orders to increase nuclear energy in the US"  
[X Link](https://x.com/anyuser/status/1925710954362261529)  2025-05-23T00:30Z [----] followers, [----] engagements


"JUST IN: Trump to invoke wartime act on uranium set to sign nuclear orders to increase nuclear energy in the US"  
[X Link](https://x.com/anyuser/status/1925693645753131111)  2025-05-22T23:21Z 3.2M followers, 1.1M engagements


"CREDOAIHPCCSPAI $MSFT 30%AICREDO"  
[X Link](https://x.com/anyuser/status/1862805995657056355)  2024-11-30T10:28Z [----] followers, [----] engagements


"BASiC)24 $STM $ON $IFNNY 70%55% $WOLF $AEHR"  
[X Link](https://x.com/anyuser/status/1928928025699107304)  2025-05-31T21:34Z [----] followers, [----] engagements


"$Goog 7.5% $AAPL Safari [--] AI"  
[X Link](https://x.com/anyuser/status/1920238783641104503)  2025-05-07T22:06Z [----] followers, [----] engagements


"Nvidia $NVDA NVDAAI"  
[X Link](https://x.com/anyuser/status/1928043655576834401)  2025-05-29T11:00Z [----] followers, [----] engagements


"$amzn ASICtrainium [--] $mrvl . trainium [--] AIchip  Marwell"  
[X Link](https://x.com/anyuser/status/1891970682583461931)  2025-02-18T21:58Z [----] followers, 109.2K engagements


"$avgo HypescalerHyperscalerMeta $mrvl $amzn $msft https://youtu.be/U-bGQAhl_zwsi=CBgKohm55z2n43KR https://youtu.be/U-bGQAhl_zwsi=CBgKohm55z2n43KR"  
[X Link](https://x.com/anyuser/status/1898689457320337623)  2025-03-09T10:56Z [----] followers, [----] engagements


"1000650 [----] 321203010-14% $INTC $TSM https://youtu.be/xUxhXUFdeussi=LHMGkNnMBe_-HmX1 https://youtu.be/xUxhXUFdeussi=LHMGkNnMBe_-HmX1"  
[X Link](https://x.com/anyuser/status/1896797927437484372)  2025-03-04T05:40Z [----] followers, [----] engagements


"Palantir $PLTR : DOGE IRS .( DOGEPLTR .) NATO . . ( . )"  
[X Link](https://x.com/anyuser/status/1911941522393890975)  2025-04-15T00:35Z [----] followers, [----] engagements


"$axon $app $adma  $INOD $TMDX"  
[X Link](https://x.com/anyuser/status/1920225971497849274)  2025-05-07T21:15Z [----] followers, [----] engagements


"$NFLX 10% 25"  
[X Link](https://x.com/anyuser/status/1881822120264847638)  2025-01-21T21:52Z [----] followers, [----] engagements


"$AEHR $APLD $TSM trump"  
[X Link](https://x.com/anyuser/status/1878747032351055876)  2025-01-13T10:12Z [----] followers, [----] engagements


"$WOLF 50%WSJWolfspeed $ON  $STM $IFNNY wolfspeed https://www.wsj.com/articles/wolfspeed-prepares-to-file-for-bankruptcy-within-weeks-7bd98040 https://www.wsj.com/articles/wolfspeed-prepares-to-file-for-bankruptcy-within-weeks-7bd98040"  
[X Link](https://x.com/anyuser/status/1924960039313539540)  2025-05-20T22:46Z [----] followers, [----] engagements


"broadcom $AVGO ASIC $NVDA GPU"  
[X Link](https://x.com/anyuser/status/1868650397893849497)  2024-12-16T13:32Z [----] followers, [----] engagements


"$AEHR 22%8sonoma AI 24956sonoma FY25Q4 $GOOG $AMZN) https://youtu.be/YtuPthvZFeI https://youtu.be/YtuPthvZFeI"  
[X Link](https://x.com/anyuser/status/1947776111750090998)  2025-07-22T21:49Z [----] followers, [----] engagements


"$TSM 25Q4 10%( +8% Q4 8Q4 Q4 $AAPL )"  
[X Link](https://x.com/anyuser/status/1946100448290914319)  2025-07-18T06:51Z [----] followers, [----] engagements

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