[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.] #  @iamfabian 豆栽培者ファビアン 豆栽培者ファビアン posts on X about $crdo, $6857t, ai, stocks the most. They currently have XXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::37878230/interactions)  - X Week XXXXX -XX% - X Month XXXXXX -X% - X Months XXXXXXX +3,917% - X Year XXXXXXX +236% ### Mentions: XX [#](/creator/twitter::37878230/posts_active)  - X Week XX +5.60% - X Month XX +360% - X Months XXX +846% - X Year XXX +46% ### Followers: XXXXX [#](/creator/twitter::37878230/followers)  - X Week XXXXX +5.40% - X Month XXXXX +16% - X Months XXXXX +92% - X Year XXXXX +104% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::37878230/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) XXXX% [stocks](/list/stocks) XXXX% [countries](/list/countries) XXX% [technology brands](/list/technology-brands) XXX% [cryptocurrencies](/list/cryptocurrencies) X% [travel destinations](/list/travel-destinations) XXX% [currencies](/list/currencies) XXX% **Social topic influence** [$crdo](/topic/$crdo) #120, [$6857t](/topic/$6857t) #5, [ai](/topic/ai) 7.5%, [stocks](/topic/stocks) 7.5%, [$ter](/topic/$ter) #30, [$atty](/topic/$atty) #1, [$4062t](/topic/$4062t) 5%, [acquisition](/topic/acquisition) #1751, [alc](/topic/alc) #77, [bullish](/topic/bullish) #2441 **Top accounts mentioned or mentioned by** [@notesonthenoise](/creator/undefined) [@mmmtwealth](/creator/undefined) [@jackuk78](/creator/undefined) [@politvulpes](/creator/undefined) [@sriharsharaavi](/creator/undefined) [@zephyrz9](/creator/undefined) [@diyas1989](/creator/undefined) [@nvidia](/creator/undefined) [@researchqf](/creator/undefined) [@vikramskr](/creator/undefined) [@mazenbarbir](/creator/undefined) **Top assets mentioned** [Credo Technology Group Holding Ltd Ordinary Shares (CRDO)](/topic/$crdo) [Teradyne, Inc. (TER)](/topic/$ter) [Lumentum Holdings Inc. Common Stock (LITE)](/topic/$lite) [GlobalFoundries, Inc. (GFS)](/topic/$gfs) [Palantir (PLTR)](/topic/$pltr) [Coherent Inc (COHR)](/topic/$cohr) [RAI Finance (SOFI)](/topic/$sofi) [Streamity (STM)](/topic/$stm) [Marvell Technology Inc (MRVL)](/topic/marvell-tech) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Viavi Solutions Inc. Common Stock (VIAV)](/topic/$viav) [KEYS (KEYS)](/topic/$keys) [Amphenol Corporation (APH)](/topic/amphenol) [TE Connectivity Ltd (TEL)](/topic/te-connectivity) [Cisco Systems Inc (CSCO)](/topic/$csco) [Arista Networks Inc (ANET)](/topic/$anet) [Velas (VLX)](/topic/$vlx) [Telcoin (TEL)](/topic/$tel) ### Top Social Posts Top posts by engagements in the last XX hours "The AI supercycle is built on PCBs substrates and EMS not just GPUs. AI data centers are pulling in higher-layer PCBs and tightening global capacity. Unimicron Kinsus Interconnect Technology Corp. Zhen Ding vs Ibiden Shinko shows a clear TaiwanJapan split. Companies like Foxconn Flex and Jabil are increasingly embedded in hyperscaler capex cycles. Supply chains are shifting to Southeast Asia while IP remains in Taiwan/Japan. More on this in my article below. As always open for feedback" [X Link](https://x.com/iamfabian/status/1997723738260050364) 2025-12-07T17:43Z 1040 followers, XXX engagements "Acquisition Alert ⚠📢📢🚨 Global Foundries $GFS has acquired Advanced Micro Foundry (AMF) - a leading silicon-photonics fab in Singapore and a company I know quite well InfiniLink an optical-connectivity chip design startup from Cairo Egypt. Some background about what each company does: - AMF 200mm silicon-photonics manufacturing prototyping testing & packaging for optical transceivers datacenter links long-haul telecom LiDAR sensing & more. - InfiniLink high-speed optical engines SerDes photonic transceiver chipsets and monolithic SiPh designs for AI/datacenter interconnects. This is huge" [X Link](https://x.com/iamfabian/status/1993731833347887229) 2025-11-26T17:21Z 1040 followers, XXX engagements "@NotesontheNoise @MMMTwealth Check my coverage on $CRDO in previous tweets. I'm long since the stock was $X. Also their ALC (micro-LED) cables are going to have an impact on the optics industry. You can't have one solution fits all. I'll do a deep dive on that soon covering both topics" [X Link](https://x.com/iamfabian/status/1996113675434787189) 2025-12-03T07:06Z 1040 followers, XX engagements "Credo $CRDO is bullish on optics. The Brainy Chips: Credo's existing Optical DSPs are the electronic chips that make light-based communication happen this business is already big and set to grow even more. Bill's Big Bet: CEO Bill Brennan is giving a skeptical side-eye to the Co-Packaged Optics (CPO) hype mainly because CPO competes directly with Credo's future revenue streams a definite financial threat. CPO's Headache: Brennan believes CPO is simply too unreliable and too complicated to fix in the short term making it a huge operational risk for big customers. Credo's Fix: Credo is" [X Link](https://x.com/iamfabian/status/1996174471078510704) 2025-12-03T11:07Z 1040 followers, XXX engagements "@ResearchQf I wrote about $LITE my Substack article" [X Link](https://x.com/iamfabian/status/1996717069446905878) 2025-12-04T23:03Z 1040 followers, XXX engagements "Looking back at the date of May 30th 2023 I shouldve bought more $CRDO $PLTR and $COHR stocks. I had also bought $LITE but it's not in the screenshot" [X Link](https://x.com/iamfabian/status/1996935659479605725) 2025-12-05T13:32Z 1040 followers, XXX engagements "@vikramskr Bullish $CRDO signal" [X Link](https://x.com/iamfabian/status/1998336503261380653) 2025-12-09T10:18Z 1061 followers, XXX engagements "I am not in the retail hype business I just happened to have bought stocks in companies hyped by retail. Everyone is hyping optics atm rightly so but I'm on board the Credo train since their early IPO. Both AECs and Optics will have a use case moving forward. Wrote a deep dive on them before earnings where I spoke about their AEC business and their upcoming ALC product. I also wrote another post earnings analysis. Have a read if you have some time to spare " [X Link](https://x.com/iamfabian/status/1998722231182975331) 2025-12-10T11:51Z 1064 followers, XX engagements "Sharing my own personal deep dives into these stocks over the weekend on X. POET Technologies Inc. $POET Infineon $IFNNY MediaTek TWD: Fujibo Holdings JPY: 3104.T WFE Technology Corporation TWD: 6474.TWO Renesas $RNECY $RNECF STMicro $STM Chroma ATE TWD: Advantest $ATEYY Teradyne $TER These are companies that I personally beleive in and have spent money/would be spending more money owning them. Not financial advice" [X Link](https://x.com/iamfabian/status/1994432512324505834) 2025-11-28T15:45Z 1045 followers, XXX engagements "Everyone is talking about Credo Technology $CRDO following their latest stellar earnings. I kept YAPPING about this company since 2023 and no one I mean no one not even my close friends listened. All these analysts and X accounts missed it. I was in the trenches with this company before their IPO. I had my initial doubts but went long in Q1 2023 and haven't looked back. Again gaining internet credibility when you know your shit is tough. Happy to finally see this part of the AI infrastructure gaining more recognition" [X Link](https://x.com/iamfabian/status/1995821287843692807) 2025-12-02T11:44Z 1053 followers, XXX engagements "I just published my pre-earnings Deep Dive on Marvell Technology $MRVL ahead of tomorrows earnings report. I break down why Marvell sits at the center of the Interconnect Singularity the shift from a FLOPs race to a bandwidth bottleneck and how the move to 1.6T optics and 3nm DSPs could reshape the companys trajectory. I also cover the acquisition news of Celestial AI key setup for earnings including custom silicon momentum merchant optics margin risk and the 800G to 1.6T transition. Please have a read and as always open for feedback" [X Link](https://x.com/iamfabian/status/1995824891711357077) 2025-12-02T11:58Z 1041 followers, 2469 engagements "@mazen_barbir I need more time to look into EATON even though it is a reliable name within its industry. IBIDEN is part of my Japanese stock deep dive which I have not had to chance to even begin but will share all of my thoughts here on X and on my Substack" [X Link](https://x.com/iamfabian/status/1996230234807398660) 2025-12-03T14:49Z 1040 followers, XX engagements "The Semi Test Duopoly is printing money but the trade is bifurcating. 🧵 We are witnessing a historic split in the $80B+ Semi Cap Equipment market. On one side: The "Momentum" Monopoly Advantest $ATTY. On the other: The "Value" Vertical Play with Teradyne $TER A thread 🧵" [X Link](https://x.com/iamfabian/status/1996256718594994372) 2025-12-03T16:34Z 1057 followers, XXX engagements "The "Gold Rush" Winner: Advantest $ATTY Financial execution in 2025 has been flawless. Revenue: 779.7B (+60% YoY) Net Income: +159% surge Guidance: RAISED to 950B for FY2026 If you wanted a derivative play on $NVDA HBM volume this was it. The stock is a 5-bagger from the lows" [X Link](https://x.com/iamfabian/status/1996256720721449004) 2025-12-03T16:34Z 1057 followers, XX engagements "Coming from the Test & Measurement industry T&M manufacturers have the potential to 📈 in 2026. Viavi $VIAV Keysight $KEYS Anritsu FRA: AN1 Teradyne $TER Advantest $ATTY Chroma TPE: 2360. Theyve already popped in '25 expect more popping in '26. Not financial advice" [X Link](https://x.com/iamfabian/status/1996934974638117348) 2025-12-05T13:29Z 1061 followers, XXX engagements "I couldnt agree more. Data residency is a hot topic with AWS building a new data center region in KSA and the EU building one in Munich for these exact reasons. One could argue that theoretically we could build one in Lebanon and I would love to be the guy spearheading such an initiative. But we simply lack the holistic infrastructure required. Innovation does not wait for people like Al Akhbar readers and writers to get off their lazy socialist ass. Lebanon is at the tail end of innovation. Besides my former employer Multilane what do we really have in high tech here Ass. We have ass. What" [X Link](https://x.com/iamfabian/status/1998688207198699810) 2025-12-10T09:36Z 1061 followers, XX engagements "AI data centers are jumping from 400G to 800G and 1.6T faster than any previous generation. In this article I dive into: - How DAC AEC AOC and Linear Pluggable Optics (LPO) are reshaping the war of cables (Amphenol $APH TE Connectivity $TEL Molex (Private Koch Industries) Luxshare Precision (SZSE: 002475) Volex PLC (LSE: $VLX) Cisco Systems $CSCO Arista Networks $ANET) - The impact of new OIF/IEEE standards on 112G/224G and 1.6T testing - Why wafer-level Silicon Photonics test is becoming mandatory for CPO - The key players: standards bodies (OIF IEEE) T&M leaders (Keysight Technologies $KEYS" [X Link](https://x.com/iamfabian/status/1998385911424319532) 2025-12-09T13:35Z 1064 followers, XXX engagements "Leading tech companies including Synopsys (with its Lebanese CEO Sassine Ghazi) NVIDIA and AMD are outsourcing design and R&D to Armenia. The low labor costs and the quality of engineers comparable to those in developed nations make it an attractive destination for these firms. However it will be challenging to attract such a caliber of firms in Lebanon especially given that these companies also operate R&D centers in Israel" [X Link](https://x.com/iamfabian/status/1998774566609629691) 2025-12-10T15:19Z 1064 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.]
@iamfabian 豆栽培者ファビアン
豆栽培者ファビアン posts on X about $crdo, $6857t, ai, stocks the most. They currently have XXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.
Engagements: XXX #
- X Week XXXXX -XX%
- X Month XXXXXX -X%
- X Months XXXXXXX +3,917%
- X Year XXXXXXX +236%
Mentions: XX #
- X Week XX +5.60%
- X Month XX +360%
- X Months XXX +846%
- X Year XXX +46%
Followers: XXXXX #
- X Week XXXXX +5.40%
- X Month XXXXX +16%
- X Months XXXXX +92%
- X Year XXXXX +104%
CreatorRank: XXXXXXXXX #
Social Influence
Social category influence finance XXXX% stocks XXXX% countries XXX% technology brands XXX% cryptocurrencies X% travel destinations XXX% currencies XXX%
Social topic influence $crdo #120, $6857t #5, ai 7.5%, stocks 7.5%, $ter #30, $atty #1, $4062t 5%, acquisition #1751, alc #77, bullish #2441
Top accounts mentioned or mentioned by @notesonthenoise @mmmtwealth @jackuk78 @politvulpes @sriharsharaavi @zephyrz9 @diyas1989 @nvidia @researchqf @vikramskr @mazenbarbir
Top assets mentioned Credo Technology Group Holding Ltd Ordinary Shares (CRDO) Teradyne, Inc. (TER) Lumentum Holdings Inc. Common Stock (LITE) GlobalFoundries, Inc. (GFS) Palantir (PLTR) Coherent Inc (COHR) RAI Finance (SOFI) Streamity (STM) Marvell Technology Inc (MRVL) NVIDIA Corp. (NVDA) Viavi Solutions Inc. Common Stock (VIAV) KEYS (KEYS) Amphenol Corporation (APH) TE Connectivity Ltd (TEL) Cisco Systems Inc (CSCO) Arista Networks Inc (ANET) Velas (VLX) Telcoin (TEL)
Top Social Posts
Top posts by engagements in the last XX hours
"The AI supercycle is built on PCBs substrates and EMS not just GPUs. AI data centers are pulling in higher-layer PCBs and tightening global capacity. Unimicron Kinsus Interconnect Technology Corp. Zhen Ding vs Ibiden Shinko shows a clear TaiwanJapan split. Companies like Foxconn Flex and Jabil are increasingly embedded in hyperscaler capex cycles. Supply chains are shifting to Southeast Asia while IP remains in Taiwan/Japan. More on this in my article below. As always open for feedback"
X Link 2025-12-07T17:43Z 1040 followers, XXX engagements
"Acquisition Alert ⚠📢📢🚨 Global Foundries $GFS has acquired Advanced Micro Foundry (AMF) - a leading silicon-photonics fab in Singapore and a company I know quite well InfiniLink an optical-connectivity chip design startup from Cairo Egypt. Some background about what each company does: - AMF 200mm silicon-photonics manufacturing prototyping testing & packaging for optical transceivers datacenter links long-haul telecom LiDAR sensing & more. - InfiniLink high-speed optical engines SerDes photonic transceiver chipsets and monolithic SiPh designs for AI/datacenter interconnects. This is huge"
X Link 2025-11-26T17:21Z 1040 followers, XXX engagements
"@NotesontheNoise @MMMTwealth Check my coverage on $CRDO in previous tweets. I'm long since the stock was $X. Also their ALC (micro-LED) cables are going to have an impact on the optics industry. You can't have one solution fits all. I'll do a deep dive on that soon covering both topics"
X Link 2025-12-03T07:06Z 1040 followers, XX engagements
"Credo $CRDO is bullish on optics. The Brainy Chips: Credo's existing Optical DSPs are the electronic chips that make light-based communication happen this business is already big and set to grow even more. Bill's Big Bet: CEO Bill Brennan is giving a skeptical side-eye to the Co-Packaged Optics (CPO) hype mainly because CPO competes directly with Credo's future revenue streams a definite financial threat. CPO's Headache: Brennan believes CPO is simply too unreliable and too complicated to fix in the short term making it a huge operational risk for big customers. Credo's Fix: Credo is"
X Link 2025-12-03T11:07Z 1040 followers, XXX engagements
"@ResearchQf I wrote about $LITE my Substack article"
X Link 2025-12-04T23:03Z 1040 followers, XXX engagements
"Looking back at the date of May 30th 2023 I shouldve bought more $CRDO $PLTR and $COHR stocks. I had also bought $LITE but it's not in the screenshot"
X Link 2025-12-05T13:32Z 1040 followers, XXX engagements
"@vikramskr Bullish $CRDO signal"
X Link 2025-12-09T10:18Z 1061 followers, XXX engagements
"I am not in the retail hype business I just happened to have bought stocks in companies hyped by retail. Everyone is hyping optics atm rightly so but I'm on board the Credo train since their early IPO. Both AECs and Optics will have a use case moving forward. Wrote a deep dive on them before earnings where I spoke about their AEC business and their upcoming ALC product. I also wrote another post earnings analysis. Have a read if you have some time to spare "
X Link 2025-12-10T11:51Z 1064 followers, XX engagements
"Sharing my own personal deep dives into these stocks over the weekend on X. POET Technologies Inc. $POET Infineon $IFNNY MediaTek TWD: Fujibo Holdings JPY: 3104.T WFE Technology Corporation TWD: 6474.TWO Renesas $RNECY $RNECF STMicro $STM Chroma ATE TWD: Advantest $ATEYY Teradyne $TER These are companies that I personally beleive in and have spent money/would be spending more money owning them. Not financial advice"
X Link 2025-11-28T15:45Z 1045 followers, XXX engagements
"Everyone is talking about Credo Technology $CRDO following their latest stellar earnings. I kept YAPPING about this company since 2023 and no one I mean no one not even my close friends listened. All these analysts and X accounts missed it. I was in the trenches with this company before their IPO. I had my initial doubts but went long in Q1 2023 and haven't looked back. Again gaining internet credibility when you know your shit is tough. Happy to finally see this part of the AI infrastructure gaining more recognition"
X Link 2025-12-02T11:44Z 1053 followers, XXX engagements
"I just published my pre-earnings Deep Dive on Marvell Technology $MRVL ahead of tomorrows earnings report. I break down why Marvell sits at the center of the Interconnect Singularity the shift from a FLOPs race to a bandwidth bottleneck and how the move to 1.6T optics and 3nm DSPs could reshape the companys trajectory. I also cover the acquisition news of Celestial AI key setup for earnings including custom silicon momentum merchant optics margin risk and the 800G to 1.6T transition. Please have a read and as always open for feedback"
X Link 2025-12-02T11:58Z 1041 followers, 2469 engagements
"@mazen_barbir I need more time to look into EATON even though it is a reliable name within its industry. IBIDEN is part of my Japanese stock deep dive which I have not had to chance to even begin but will share all of my thoughts here on X and on my Substack"
X Link 2025-12-03T14:49Z 1040 followers, XX engagements
"The Semi Test Duopoly is printing money but the trade is bifurcating. 🧵 We are witnessing a historic split in the $80B+ Semi Cap Equipment market. On one side: The "Momentum" Monopoly Advantest $ATTY. On the other: The "Value" Vertical Play with Teradyne $TER A thread 🧵"
X Link 2025-12-03T16:34Z 1057 followers, XXX engagements
"The "Gold Rush" Winner: Advantest $ATTY Financial execution in 2025 has been flawless. Revenue: 779.7B (+60% YoY) Net Income: +159% surge Guidance: RAISED to 950B for FY2026 If you wanted a derivative play on $NVDA HBM volume this was it. The stock is a 5-bagger from the lows"
X Link 2025-12-03T16:34Z 1057 followers, XX engagements
"Coming from the Test & Measurement industry T&M manufacturers have the potential to 📈 in 2026. Viavi $VIAV Keysight $KEYS Anritsu FRA: AN1 Teradyne $TER Advantest $ATTY Chroma TPE: 2360. Theyve already popped in '25 expect more popping in '26. Not financial advice"
X Link 2025-12-05T13:29Z 1061 followers, XXX engagements
"I couldnt agree more. Data residency is a hot topic with AWS building a new data center region in KSA and the EU building one in Munich for these exact reasons. One could argue that theoretically we could build one in Lebanon and I would love to be the guy spearheading such an initiative. But we simply lack the holistic infrastructure required. Innovation does not wait for people like Al Akhbar readers and writers to get off their lazy socialist ass. Lebanon is at the tail end of innovation. Besides my former employer Multilane what do we really have in high tech here Ass. We have ass. What"
X Link 2025-12-10T09:36Z 1061 followers, XX engagements
"AI data centers are jumping from 400G to 800G and 1.6T faster than any previous generation. In this article I dive into: - How DAC AEC AOC and Linear Pluggable Optics (LPO) are reshaping the war of cables (Amphenol $APH TE Connectivity $TEL Molex (Private Koch Industries) Luxshare Precision (SZSE: 002475) Volex PLC (LSE: $VLX) Cisco Systems $CSCO Arista Networks $ANET) - The impact of new OIF/IEEE standards on 112G/224G and 1.6T testing - Why wafer-level Silicon Photonics test is becoming mandatory for CPO - The key players: standards bodies (OIF IEEE) T&M leaders (Keysight Technologies $KEYS"
X Link 2025-12-09T13:35Z 1064 followers, XXX engagements
"Leading tech companies including Synopsys (with its Lebanese CEO Sassine Ghazi) NVIDIA and AMD are outsourcing design and R&D to Armenia. The low labor costs and the quality of engineers comparable to those in developed nations make it an attractive destination for these firms. However it will be challenging to attract such a caliber of firms in Lebanon especially given that these companies also operate R&D centers in Israel"
X Link 2025-12-10T15:19Z 1064 followers, XX engagements