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# ![@hedgedworld Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::151457716.png) @hedgedworld hedgedworld

hedgedworld posts on X about samsung, dram, investment, $googl the most. They currently have XXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.

### Engagements: XXX [#](/creator/twitter::151457716/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::151457716/c:line/m:interactions.svg)

- X Week XXXXXX +625%
- X Month XXXXXX +38%
- X Months XXXXXXX +4,611%
- X Year XXXXXXX +125,119%

### Mentions: X [#](/creator/twitter::151457716/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::151457716/c:line/m:posts_active.svg)

- X Week XX +56%
- X Month XX +8.90%
- X Months XXX +847%
- X Year XXX +19,800%

### Followers: XXXXX [#](/creator/twitter::151457716/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::151457716/c:line/m:followers.svg)

- X Week XXXXX +2.40%
- X Month XXXXX +11%
- X Months XXXXX +53%
- X Year XXXXX +77%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::151457716/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::151457716/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::151457716/influence)
---

**Social category influence**
[technology brands](/list/technology-brands)  XXXXX% [finance](/list/finance)  XXXXX% [currencies](/list/currencies)  XXXXX% [stocks](/list/stocks)  XXXXX% [social networks](/list/social-networks)  XXXX% [countries](/list/countries)  XXXX%

**Social topic influence**
[samsung](/topic/samsung) #3129, [dram](/topic/dram) #58, [investment](/topic/investment) 16.67%, [$googl](/topic/$googl) 11.11%, [polymarket](/topic/polymarket) 5.56%, [retirement](/topic/retirement) 5.56%, [googl](/topic/googl) 5.56%, [linkedin](/topic/linkedin) 5.56%, [positions](/topic/positions) 5.56%, [$nbis](/topic/$nbis) XXXX%

**Top accounts mentioned or mentioned by**
[@ryanhingshing](/creator/undefined) [@drnhj](/creator/undefined) [@claudeai](/creator/undefined) [@rwang07](/creator/undefined)

**Top assets mentioned**
[Alphabet Inc Class A (GOOGL)](/topic/$googl) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis)
### Top Social Posts [#](/creator/twitter::151457716/posts)
---
Top posts by engagements in the last XX hours

"Samsung credit rate: AA-(S&P) SK Hynix credit rate: BBB (S&P) SK is higher cost of fund rasing. "Samsung Electronics despite its relatively strong capital mobilization capabilities (capital liquidity) is reportedly less enthusiastic about capital investment through fundraising than the SK Group. Samsung Electronics is currently making twice as much capital investment (CAPEX) as SK Hynix annually. As of the first half of this year its cash and cash equivalents stood at approximately KRW XXX trillion 6x that of SK Hynix (approximately KRW XX trillion). However Samsung Electronics is also"  
[X Link](https://x.com/hedgedworld/status/1975101034235134077) [@hedgedworld](/creator/x/hedgedworld) 2025-10-06T07:29Z 1301 followers, XXX engagements


"Hanmi Semiconductor (KRX: 042700) +14% 🚀 @rwang07"  
[X Link](https://x.com/hedgedworld/status/1976448920525078908) [@hedgedworld](/creator/x/hedgedworld) 2025-10-10T00:45Z 1299 followers, XXX engagements


""Some DRAM buyers have even been reported to be complying with NCNR (No Cancellation No Return) requirements." Samsung SK Hynix have painful memory about late cycle (2016 2018) CAPEX ramp up and then order cancel price down. So Samsung have stance to less-active CAPEX for 2026"  
[X Link](https://x.com/hedgedworld/status/1978412132879172075) [@hedgedworld](/creator/x/hedgedworld) 2025-10-15T10:46Z 1301 followers, 4639 engagements


"Gemini XXX release Oct XX prob drop to XX% in polymarket"  
[X Link](https://x.com/hedgedworld/status/1979797049974616496) [@hedgedworld](/creator/x/hedgedworld) 2025-10-19T06:29Z 1300 followers, 1827 engagements


"Micron begins recruiting Korean HBM talent urgently seeking talent from design to manufacturing. Micron is recruiting talent for high-bandwidth memory (HBM) design and manufacturing in Korea. It is recruiting HBM base die design engineers and domestic semiconductor engineers through LinkedIn and is also offering executive-level positions. This effort aims to strengthen its competitiveness in the HBM market. The company is evaluating NVIDIA's HBM4 performance and plans to expand HBM4 mass production and capacity next year"  
[X Link](https://x.com/hedgedworld/status/1979917250821066849) [@hedgedworld](/creator/x/hedgedworld) 2025-10-19T14:27Z 1301 followers, 10.7K engagements


"CXMT's aggressive CAPEX expansion and new product development which had weighed on the DRAM market in the first half of the year appear to have slowed. However according to some domestic CXMT clients CXMT establishes separate entities for each fab and invests in them in a rotating fashion so large-scale orders are expected to return once the subsidiaries' investment cycles have passed. source: Eugene Securities"  
[X Link](https://x.com/hedgedworld/status/1980859649164525979) [@hedgedworld](/creator/x/hedgedworld) 2025-10-22T04:51Z 1301 followers, 2976 engagements


"GPU core Idle time (load data to VRAM) add to real TCO"  
[X Link](https://x.com/hedgedworld/status/1980971555497914465) [@hedgedworld](/creator/x/hedgedworld) 2025-10-22T12:16Z 1302 followers, XXX engagements


"Samsung's 1c DRAM yield reaches XX% HBM4 mass production imminent. Samsung Electronics is accelerating preparations for mass production of its next-generation 1c DRAM achieving a yield of up to 70%. It is expected to strengthen its competitiveness in the AI memory market with HBM4-based products. 1c DRAM is a sixth-generation DRAM with a circuit width of 11-12nm. Samsung Electronics is preparing for mass supply of HBM4 and is conducting performance evaluations with NVIDIA. Samsung Electronics is accelerating production preparations for 1c DRAM including utilizing existing process line"  
[X Link](https://x.com/hedgedworld/status/1978771593582305763) [@hedgedworld](/creator/x/hedgedworld) 2025-10-16T10:34Z 1301 followers, 10K engagements


"Amid concerns about a DRAM shortage some electronics and IT companies and data center operators in the US China and elsewhere are reportedly negotiating mid- to long-term DRAM supply contracts with Samsung Electronics and SK Hynix with terms extending to X to X years. Typically electronics and IT manufacturers and server companies sign DRAM supply contracts on terms ranging from quarterly to annual to maintain inventory management flexibility. However with the growing likelihood of a prolonged shortage of general-purpose DRAM some are attempting to secure excess inventory"  
[X Link](https://x.com/hedgedworld/status/1981359363194573145) [@hedgedworld](/creator/x/hedgedworld) 2025-10-23T13:57Z 1300 followers, XXX engagements


"Reason: $GOOGL have XX% share of Anthropic. Claude error in late Aug and early Sep. (mainly due to AWS.) AWS gateway infra error in last week"  
[X Link](https://x.com/hedgedworld/status/1981507724736418206) [@hedgedworld](/creator/x/hedgedworld) 2025-10-23T23:47Z 1300 followers, XXX engagements