Dark | Light
# ![@iamfabian Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::37878230.png) @iamfabian 豆栽培者ファビアン

豆栽培者ファビアン posts on X about $crdo, ai, lebanon, in the the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::37878230/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::37878230/c:line/m:interactions.svg)

- [--] Week [------] +88%
- [--] Month [------] +804%
- [--] Months [-------] -54%
- [--] Year [-------] +40%

### Mentions: [--] [#](/creator/twitter::37878230/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::37878230/c:line/m:posts_active.svg)

- [--] Week [--] +43%
- [--] Month [--] +141%
- [--] Months [---] +337%
- [--] Year [---] +79%

### Followers: [-----] [#](/creator/twitter::37878230/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::37878230/c:line/m:followers.svg)

- [--] Week [-----] +4.50%
- [--] Month [-----] +5.40%
- [--] Months [-----] +89%
- [--] Year [-----] +120%

### CreatorRank: [---------] [#](/creator/twitter::37878230/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::37878230/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  22.66% [finance](/list/finance)  12.5% [countries](/list/countries)  7.81% [technology brands](/list/technology-brands)  7.03% [cryptocurrencies](/list/cryptocurrencies)  3.13% [social networks](/list/social-networks)  3.13% [travel destinations](/list/travel-destinations)  2.34% [la liga](/list/la-liga)  1.56% [champions league](/list/champions-league)  1.56% [currencies](/list/currencies)  0.78%

**Social topic influence**
[$crdo](/topic/$crdo) #28, [ai](/topic/ai) 6.25%, [lebanon](/topic/lebanon) #812, [in the](/topic/in-the) 5.47%, [this is](/topic/this-is) 5.47%, [$alab](/topic/$alab) 4.69%, [credo technology](/topic/credo-technology) #4, [$ter](/topic/$ter) 3.13%, [$6857t](/topic/$6857t) 3.13%, [ter](/topic/ter) 3.13%

**Top accounts mentioned or mentioned by**
[@photoncap](/creator/undefined) [@donotworrypod](/creator/undefined) [@ericjackson](/creator/undefined) [@morningbrew](/creator/undefined) [@peachteadrink37](/creator/undefined) [@aleabitoreddit](/creator/undefined) [@notesonthenoise](/creator/undefined) [@eurofootcom](/creator/undefined) [@azarstweets](/creator/undefined) [@nntaleb](/creator/undefined) [@spectatorindex](/creator/undefined) [@nealgardner](/creator/undefined) [@hasanthehun](/creator/undefined) [@zephyrz9](/creator/undefined) [@hannesahl](/creator/undefined) [@solarlink](/creator/undefined) [@aipowerflow](/creator/undefined) [@drakeondigital](/creator/undefined) [@omsultan1313](/creator/undefined) [@hadleygamble](/creator/undefined)

**Top assets mentioned**
[Credo Technology Group Holding Ltd (CRDO)](/topic/$crdo) [Astera Labs, Inc. (ALAB)](/topic/$alab) [Teradyne, Inc. (TER)](/topic/$ter) [Amphenol Corporation (APH)](/topic/amphenol) [TE Connectivity Ltd (TEL)](/topic/te-connectivity) [Viavi Solutions Inc. Common Stock (VIAV)](/topic/$viav) [KEYS (KEYS)](/topic/$keys) [Lumentum Holdings Inc. Common Stock (LITE)](/topic/$lite) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Iris Energy Limited (IREN)](/topic/$iren) [Opendoor Technologies Inc Common Stock (OPEN)](/topic/$open) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [RAI Finance (SOFI)](/topic/$sofi) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [GlobalFoundries (GFS)](/topic/$gfs) [Four (FORM)](/topic/$form) [STMicroelectronics N.V. (STM)](/topic/$stm) [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 [--] hours

"@PhotonCap @zephyr_z9 $GFS right I am in the middle of finalizing my deep dive on them. Could become a big played for CPO as well. Thanks a lot for sharing P"  
[X Link](https://x.com/iamfabian/status/2020987299790733746)  2026-02-09T22:24Z [----] followers, [----] engagements


"Coming from the Test & Measurement industry T&M manufacturers have the potential to 📈 in [----]. Viavi $VIAV Keysight $KEYS Anritsu FRA: AN1 Teradyne $TER Advantest $ATTY Chroma TPE: [----]. 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 [----] followers, [---] engagements


"@Hannesahl @Solarlink_ Alongside Ibiden and Shinko Electric Industries"  
[X Link](https://x.com/iamfabian/status/1998861022174814521)  2025-12-10T21:02Z [----] followers, [---] engagements


"News on Teradyne $TER. Ill have a piece out in the next 24h regarding this topic. Funny to see that they have acquired two of my former employers. Best of luck to the MultiLane team well deserved. 🙏🏼 https://investors.teradyne.com/news-events/press-releases/detail/432/teradyne-and-multilane-announce-formation-of-joint-venture-multilane-test-products https://investors.teradyne.com/news-events/press-releases/detail/432/teradyne-and-multilane-announce-formation-of-joint-venture-multilane-test-products"  
[X Link](https://x.com/iamfabian/status/2016996511624667566)  2026-01-29T22:06Z [----] followers, [---] engagements


"I guess acquiring my former employers has been a good catalyst for Teradyne $TER $TER Teradyne Q425 Earnings Beat AI-Driven Outlook Strengthens Revenue: $1.083B (Est. $969.3M) +44% YoY +41% QoQ ✅ EPS: $1.80 Adj. (Est. $1.36) Semiconductor Test Rev: $883M (Est. $786M) ✅ Product Test Rev: $110M Robotics Rev: $89M FY25 Revenue: $3.19B (+13% YoY) Guidance (Q126): Revenue: $1.15B$1.25B (Est. $942.3M) ✅ EPS: $1.89$2.25 Adj. (Est. $1.25) ✅ Dividend (Q4): $0.12 Share Buybacks (Q4): $183.4M Cash: $293.8M Short-Term Debt: $200.0M Operating Cash Flow (Q4): $281.6M Results exceeded the high end of"  
[X Link](https://x.com/iamfabian/status/2018441465672683547)  2026-02-02T21:48Z [----] followers, [---] engagements


"In $LITE of yesterdays stellar earnings report from Lumentum I keep seeing and reading across various forums about rising customer interest and demand within the optical ecosystem particularly around accelerated CPO adoption which could pose a threat to copper. Many investors still view Credo $CRDO as a pure copper play largely because the company hasnt announced any significant customers adopting its optical products. One things for sure: if NVIDIA adopts CPO earlier others will follow suit it is a matter of how soon not if. My take: I remain bullish on Credo but it remains to be seen how"  
[X Link](https://x.com/iamfabian/status/2019042302178517239)  2026-02-04T13:36Z [----] followers, [----] engagements


"@peachteadrink37 AOI are already based in Sugar Land Texas correct I visited them back in 2019-20. Are they expand their existing facilities"  
[X Link](https://x.com/iamfabian/status/2019170841787867600)  2026-02-04T22:06Z [----] followers, [--] engagements


"FormFactor is clearly in top $FORM after its latest earnings report delivering a $FORM-idable "beat and raise" that proved they are truly finding their stride in the AI era. It was a high-performance display as the company comfortably outpaced estimates and raised its outlook showing investors that its growth trajectory is taking a very impressive $FORM (ok I'll stop it now). Q4 [----] Financial Performance: Revenue: Reported $215.2 million exceeding the high end of guidance ($205M$215M) and growing 13.6% year-over-year. Adjusted EPS (Non-GAAP): $0.46 a massive beat compared to the analyst"  
[X Link](https://x.com/iamfabian/status/2019498997795213511)  2026-02-05T19:50Z [----] followers, [----] engagements


"After missingthe series E on Anthropic but I am going in on the series F. Let's hope they IPO by Q3/Q4 this year"  
[X Link](https://x.com/iamfabian/status/2019743187552587943)  2026-02-06T12:01Z [----] followers, [--] engagements


"I guess $CRDO management wanted to release this out before Astera Labs $ALAB releases their earnings which is scheduled for tomorrow Feb 10th after market hours. 🍿🍿 Big upside pre-announcement from $CRDO 👇 Credo Technology Group reported preliminary Q3 FY26 revenue of $404408M well above prior guidance of $335345M. Key takeaways: Massive guide-up vs expectations Implies 200% YoY revenue growth in FY26 Company expects https://t.co/0hosZLHPTL Big upside pre-announcement from $CRDO 👇 Credo Technology Group reported preliminary Q3 FY26 revenue of $404408M well above prior guidance of"  
[X Link](https://x.com/iamfabian/status/2020972725083439311)  2026-02-09T21:27Z [----] followers, [---] engagements


"This was my post from [--] days ago regarding Credo $CRDO. Anon I hope you were reading and listening. As always NFA and DYOR. In $LITE of yesterdays stellar earnings report from Lumentum I keep seeing and reading across various forums about rising customer interest and demand within the optical ecosystem particularly around accelerated CPO adoption which could pose a threat to copper. Many https://t.co/cQn4LUQGKF In $LITE of yesterdays stellar earnings report from Lumentum I keep seeing and reading across various forums about rising customer interest and demand within the optical ecosystem"  
[X Link](https://x.com/iamfabian/status/2020973423128871166)  2026-02-09T21:29Z [----] followers, [----] engagements


"Where are all the Credo $CRDO doubters at CPO is coming I am onboard that train and a big believer in the disruptive capabilities of that technology but those [----] DACs used in an NVIDIA GB200 NVL72 rack system for instance aren't just going to disappear overnight. Also an 88% AEC market share for NVIDIA-based data centers won't just disappear overnight. I guess $CRDO management wanted to release this out before Astera Labs $ALAB releases their earnings which is scheduled for tomorrow Feb 10th after market hours. 🍿🍿 As always please DYOR and NFA. Big upside pre-announcement from $CRDO 👇"  
[X Link](https://x.com/iamfabian/status/2020975066637377617)  2026-02-09T21:36Z [----] followers, [---] engagements


"@aleabitoreddit My Substack followers who followed my own move in buying the $CRDO dip made bank. This was my post from [--] days ago regarding Credo $CRDO. Anon I hope you were reading and listening. As always NFA and DYOR. This was my post from [--] days ago regarding Credo $CRDO. Anon I hope you were reading and listening. As always NFA and DYOR"  
[X Link](https://x.com/iamfabian/status/2020975439636988036)  2026-02-09T21:37Z [----] followers, [---] engagements


"@aleabitoreddit @AI_PowerFlow OR could it be to poke fun at $ALAB who release their earnings tomorrow AH"  
[X Link](https://x.com/iamfabian/status/2020977319003947367)  2026-02-09T21:45Z [----] followers, [---] engagements


"I see your point. With the euphoria subsiding for me lol I believe tomorrow will be a litmus test of what the overall sentiment regarding Credo will be like. The next test is March 2nd post-earnings. I still remain bullish for short to midterm - until 2028-29 but will not allow my ego or blind conviction to bilndside me with news that will poke holes into my original Credo thesis. I will make it a point to sell all my Credo stocks when and if the thesis changes and I see it as the right moment. I did read your article and agree on the market having priced in the risk of the post-Blackwell"  
[X Link](https://x.com/iamfabian/status/2020996787872448981)  2026-02-09T23:02Z [----] followers, [--] engagements


"@NotesontheNoise I'm also an Astera Labs bull. May the earrings be in out favor tomorrow. Cheers man and good luck to us"  
[X Link](https://x.com/iamfabian/status/2021010434694971429)  2026-02-09T23:56Z [----] followers, [--] engagements


"@drakeondigital @PhotonCap I'd also consider Viavi Solutions (formerly JDSU) which spun off from Lumentum in late Q3 [----] as well as Advantest and Chroma ATE. :)"  
[X Link](https://x.com/iamfabian/status/2021048236471984410)  2026-02-10T02:27Z [----] followers, [--] engagements


"San Francisco is beautiful even on a rainy day"  
[X Link](https://x.com/iamfabian/status/2021755400001896547)  2026-02-12T01:17Z [----] followers, [---] engagements


"@PhotonCap No man I wish the picture were from my last trip during April last year. I would've pinged you if I was there"  
[X Link](https://x.com/iamfabian/status/2021763038844481650)  2026-02-12T01:47Z [----] followers, [--] engagements


"Muito obrigado senhor I'm An Astera Labs Credo and Lumentum bull. And I write about the whole industry I'm in which is quite nice to see the spotlight shining on it. I have a lot more to learn and improve as I continue this journey but until then im just shipping articles and deep dives out as best as I can. I just gave you a follow and subscription by the way :) https://twitter.com/i/web/status/2021879780564504604 https://twitter.com/i/web/status/2021879780564504604"  
[X Link](https://x.com/iamfabian/status/2021879780564504604)  2026-02-12T09:31Z [----] followers, [--] engagements


"@Omsultan1313 @_HadleyGamble I felt that you holding back some tears but I might be wrong. Thank you for loving Lebanon and for always advocating for our beautiful country 🙏🏼"  
[X Link](https://x.com/iamfabian/status/2022090560799223902)  2026-02-12T23:28Z [----] followers, [--] 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. http://2360.TW https://twitter.com/i/web/status/1994432512324505834 http://2454.TW http://2360.TW https://twitter.com/i/web/status/1994432512324505834 http://2454.TW"  
[X Link](https://x.com/iamfabian/status/1994432512324505834)  2025-11-28T15:45Z [----] followers, [---] engagements


"Everyone is talking about Credo Technology $CRDO following their latest stellar earnings. I kept YAPPING about this company since [----] and no one I mean no one not even my close friends listened. As far as I know the overwhelming majority of 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 [----] and haven't looked back. 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/1995822508038107458)  2025-12-02T11:49Z [----] followers, [---] engagements


"Credo Technology $CRDO stock price target raised to $220 at Needham on AEC strength. Price target increased from $190 reflecting a 46.67% increase from the prior target of $150 set in a previous report. Needham maintains a "Buy" rating on $CRDO Source: https://www.investing.com/news/analyst-ratings/credo-technology-stock-price-target-raised-to-220-at-needham-on-aec-strength-93CH-4385849 https://twitter.com/i/web/status/1995853783960551564 https://www.investing.com/news/analyst-ratings/credo-technology-stock-price-target-raised-to-220-at-needham-on-aec-strength-93CH-4385849"  
[X Link](https://x.com/iamfabian/status/1995853783960551564)  2025-12-02T13:53Z [----] followers, [---] 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 [----] followers, [---] engagements


"Stock rotation might be happening here with investors selling their Credo TE Connectivity and Amphenol positions to buy Coherent Lumentum or even AOI stocks. For some reason the idea of "copper is doomed" and "optics is taking over" accelerated after yesterday's Lumentum earnings - the rumors that CPO adoption is ramping ahead of schedule. I remain optimistic about Credo and co. Curious to hear your take on this. https://twitter.com/i/web/status/2019125830568247646 https://twitter.com/i/web/status/2019125830568247646"  
[X Link](https://x.com/iamfabian/status/2019125830568247646)  2026-02-04T19:08Z [----] followers, [----] engagements


"The warriors starting [--] probably the worst starting [--] in over a decade lol is sponsored by Advantest 6857.T Tonight's [--] https://t.co/rwgOSAHGJT Tonight's [--] https://t.co/rwgOSAHGJT"  
[X Link](https://x.com/iamfabian/status/2020079234543423822)  2026-02-07T10:16Z [----] followers, [---] engagements


"Reminder that I am LONG $CRDO at $13.5 a share. I might even claim the honor of being the first person to ever promote or talk about Credo on X/Twitter. $CRDO at an ATH 🥹 https://t.co/1eELx5h1zH $CRDO at an ATH 🥹 https://t.co/1eELx5h1zH"  
[X Link](https://x.com/iamfabian/status/2020979379761754605)  2026-02-09T21:53Z [----] followers, [----] engagements


"Lets talk about high-speed optical test & measurement. In 224Gbps PAM4 (112 GBaud) 800ZR / 1600ZR coherent optics and soon 448G per lane (expected to be announced at OFC [----] in March in LA) There is one dominant player. And its not particularly close. Keysight $KEYS"  
[X Link](https://x.com/iamfabian/status/2022492481388982503)  2026-02-14T02:05Z [----] followers, [---] engagements


"Big upside pre-announcement from $CRDO 👇 Credo Technology Group reported preliminary Q3 FY26 revenue of $404408M well above prior guidance of $335345M. Key takeaways: Massive guide-up vs expectations Implies 200% YoY revenue growth in FY26 Company expects mid-single-digit sequential growth into Q4 FY26 and FY27 Results driven by strong demand for high-speed energy-efficient connectivity 📅 Full Q3 FY26 earnings: March [--] [----] (after close) Bottom line: another sign of AI-driven networking demand accelerating with Credo executing well ahead of plan. As a Credo bull this makes me smile after a"  
[X Link](https://x.com/iamfabian/status/2020969856552567208)  2026-02-09T21:15Z [----] followers, [----] engagements


"But still nothing beats Keysight gents and I'm confidently saying this after spending almost a decade in the test and measurement industry competing against them. They have an insane R&D budget bar none of their competitors. At some point Tektronix was competing h2h but they got acquired by Danvers and fizzled away. The Keysight teams in Santa Rosa and Bblingenare are already working on the next generation of 448Gbps per lane. No one beat them at their sampling scope + CDR in the [---] GBaud PAM4 (224 Gbps) per lane qualification and validation arena and now they are probably gonna announce"  
[X Link](https://x.com/iamfabian/status/2022402232843379166)  2026-02-13T20:07Z [----] followers, [--] engagements


"@kodanagain I would not be surprised to see this in a country like Lebanon for instance lol. Where was this taken"  
[X Link](https://x.com/iamfabian/status/2023033870766031023)  2026-02-15T13:57Z [----] followers, [---] engagements


"I love how pro-Hezbolla people follow orders like a trained dog on a leach"  
[X Link](https://x.com/iamfabian/status/1187750240784396291)  2019-10-25T15:18Z [----] followers, [--] engagements


"Still trying to wrap my head around how Lebanon is more expensive than London for groceries and going out"  
[X Link](https://x.com/anyuser/status/1734929305178669080)  2023-12-13T13:32Z [----] followers, [---] engagements


"Novo Nordisk has terminated its collaboration with Hims & Hers Health citing illegal mass compounding and deceptive marketing around Wegovy. Access to the FDA-approved weight-loss drug through NovoCare is now revoked for Hims & Hers. Novo says the compounding practices violate federal law and put patient safety at risk especially as knock-off versions often use unregulated semaglutide sourced from Chinese suppliers with no FDA oversight. With the nationwide Wegovy shortage now resolved Novo is doubling down on ensuring only safe approved treatments reach patients"  
[X Link](https://x.com/anyuser/status/1937123535568179544)  2025-06-23T12:20Z [----] followers, [----] engagements


"I also bought into the Palantir hype - first at $8 a share then again around $13 when I genuinely saw the potential in that stock and havent looked back since. The same goes for $HIMS (around $9) and $HOOD (around $8.5). My latest 100x+ baggers have been $SOFI $NBIS and $IREN with the most recent being a 600x+ bagger thanks to the one and only $OPEN. 🚀"  
[X Link](https://x.com/anyuser/status/1971271617561948495)  2025-09-25T17:52Z [----] followers, [---] engagements


"I am with you on this Vikram. I think most people bashing copper are exaggerating. Stock rotation might be happening here with investors selling their Credo TE Connectivity and Amphenol positions to buy Coherent Lumentum or even AOI stocks. For some reason the idea of "copper is doomed" and "optics is taking over" accelerated after yesterday's Lumentum earnings - the rumors that CPO adoption is ramping ahead of schedule. I remain optimistic about Credo and co. https://twitter.com/i/web/status/2019083192620245254 https://twitter.com/i/web/status/2019083192620245254"  
[X Link](https://x.com/iamfabian/status/2019083192620245254)  2026-02-04T16:18Z [----] followers, [----] engagements


"Russel Westbrook won the popular vote but lost the electoral college. And Isaiah Thomas deserves to be a starter over Kyrie Irving"  
[X Link](https://x.com/iamfabian/status/822328020350312453)  2017-01-20T06:20Z [----] followers, [--] engagements


"A new favorite: Maceo Plex - Conjure Dreams - Drumcode - DC136 by @drumcoderecords on #SoundCloud https://soundcloud.com/drumcode/maceo-plex-conjure-dreams https://soundcloud.com/drumcode/maceo-plex-conjure-dreams"  
[X Link](https://x.com/iamfabian/status/912254090859737088)  2017-09-25T09:54Z [----] followers, [--] engagements


"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 https://iamfabian.substack.com/p/the-ai-supercycle-and-the-global"  
[X Link](https://x.com/iamfabian/status/1997723738260050364)  2025-12-07T17:43Z [----] followers, [---] engagements


"We didnt forget about you Cafe Matik. #_ #LebaneseProtests"  
[X Link](https://x.com/iamfabian/status/1187459896607821824)  2019-10-24T20:04Z [----] followers, [--] engagements


"@ASE @FarhaFilm Its back to [---] n IMDB"  
[X Link](https://x.com/iamfabian/status/1598731406024314880)  2022-12-02T17:30Z [----] followers, [--] engagements


"Why has no one (to my knowledge) sounded the alarm regarding the rampant nepotism blatant "wasta" workplace harassment and bullying happening inside #diplomatic missions/#embassies in #Lebanon I cant share any story as of this tweet as it could potentially jeopardize the career of a person I care about. I would love to hear the testimonies of former employees of these diplomatic missions/embassies as I believe this kind of behavior has been ongoing for decades and it persists to this day"  
[X Link](https://x.com/iamfabian/status/1628186878208798726)  2023-02-22T00:16Z [----] followers, 12.3K engagements


"@eurofootcom he's not saying anything wrong imho"  
[X Link](https://x.com/iamfabian/status/1637208826939047944)  2023-03-18T21:46Z [----] followers, 13K engagements


"@eurofootcom One of the most heartbreaking moments for me as a Barca fan"  
[X Link](https://x.com/iamfabian/status/1645433158119092226)  2023-04-10T14:26Z [----] followers, 19.2K engagements


"@ytirawi NOO 🥺😭"  
[X Link](https://x.com/iamfabian/status/1656565818480644097)  2023-05-11T07:44Z [----] followers, [----] engagements


"@barstoolsports LaSt YeAr"  
[X Link](https://x.com/iamfabian/status/1660681216624820231)  2023-05-22T16:17Z [----] followers, 64K engagements


"@MorningBrew - US citizenship for himself and his family"  
[X Link](https://x.com/iamfabian/status/1666450668695986179)  2023-06-07T14:22Z [----] followers, [----] engagements


"Cant believe this happened [--] years ago. With one of the fans in Beirut Lebanon. https://t.co/fJ1thIUWmL With one of the fans in Beirut Lebanon. https://t.co/fJ1thIUWmL"  
[X Link](https://x.com/iamfabian/status/1668696729988808711)  2023-06-13T19:07Z [----] followers, [---] engagements


"@AzarsTweets I forgot where I read this but the Lebanese aviation authorities are unwilling to hire any new ATC agents because they need to fill a certain sectarian quota amongst its ATC staff members. They were even considering hiring foreigners instead"  
[X Link](https://x.com/iamfabian/status/1692079735927402532)  2023-08-17T07:43Z [----] followers, [---] engagements


"The most efficient and underrated way of finding anything worthwhile online is by using Reddit - not Google"  
[X Link](https://x.com/iamfabian/status/1699392973241266459)  2023-09-06T12:03Z [----] followers, [---] engagements


"The Lebanese Dentist Association (LDA) similar to other Lebanese associations is corrupt to the bone. My moms pension which used to be worth $500/month paid out every three months is now less than $9. It hasnt been paid for over two years now. We were informed today by insiders/friends that the syndicate is planning to pay-out people like my mom. A payment worth $800 for my late fathers lifetime contribution to the same association. Following this payment she will no longer be entitled to any pension pay. I have no words to express how frustrating it has been to deal with the LDA ever since"  
[X Link](https://x.com/iamfabian/status/1721183385907777901)  2023-11-05T15:11Z [----] followers, [----] engagements


"@BakerDad240188 @SaraYafi Stick to baking fake bot accounts"  
[X Link](https://x.com/iamfabian/status/1750635349355712531)  2024-01-25T21:42Z [----] followers, [---] engagements


"@robin_j_brooks I left Madrid to live in Frankfurt. I contemplate my decision every now and then"  
[X Link](https://x.com/iamfabian/status/1754643205377659371)  2024-02-05T23:08Z [----] followers, [----] engagements


"@michaelmalouf_ Amen. This guys ideological views inflicted significant harm to the MENA region resulting in hundreds of thousands of unnecessary deaths"  
[X Link](https://x.com/iamfabian/status/1763928337095741844)  2024-03-02T14:04Z [----] followers, [---] engagements


"@TrendSpider @KobeissiLetter Heres why: $DELL Michael Dell has sold $700M of stock in the past month. He was questioned on why he sold heres his response which quite frankly wasnt that bad: https://t.co/F8XLmDV0I5 $DELL Michael Dell has sold $700M of stock in the past month. He was questioned on why he sold heres his response which quite frankly wasnt that bad: https://t.co/F8XLmDV0I5"  
[X Link](https://x.com/iamfabian/status/1803404815910707334)  2024-06-19T12:29Z [----] followers, [----] engagements


"@aditya_kondawar They are smart probably cashing out before the stock crashes as the AI hype seems to have gotten a bit out of control. More power to them who wouldnt want to retire at [--] + as a multimillionaire"  
[X Link](https://x.com/iamfabian/status/1804475372127269010)  2024-06-22T11:23Z [----] followers, [----] engagements


"@MorningBrew Nikes product quality also took a nosedive as of late"  
[X Link](https://x.com/iamfabian/status/1806710129515024536)  2024-06-28T15:23Z [----] followers, [----] engagements


"Bullish 📈 $PLTR "We don't know how to deal with this much demand" - Palantir CEO Alex Karp https://t.co/RetQxFjt2e $PLTR "We don't know how to deal with this much demand" - Palantir CEO Alex Karp https://t.co/RetQxFjt2e"  
[X Link](https://x.com/iamfabian/status/1829574432156766617)  2024-08-30T17:38Z [----] followers, [----] engagements


"Petition for the EU to sue/dismantle @Ticketmaster for their disgusting Dynamic Pricing policy and for monopolizing markets across the live concert industry. @Ticketmaster @TicketmasterUK @oasis #Oasis #Oasis25"  
[X Link](https://x.com/iamfabian/status/1829884479252705658)  2024-08-31T14:10Z [----] followers, [----] engagements


"@visegrad24 The solar power systems have nothing to do with Hezbollah in this case. Some devices were [--] years old and yet they still exploded earlier today"  
[X Link](https://x.com/iamfabian/status/1836453453238812789)  2024-09-18T17:13Z [----] followers, [----] engagements


"@brewmarkets 😅"  
[X Link](https://x.com/iamfabian/status/1841869857773515154)  2024-10-03T15:56Z [----] followers, [----] engagements


"@KrangTNelson Her last name Alfallah in Arabic means the act of plowing through these high net worth men a true trailblazer"  
[X Link](https://x.com/iamfabian/status/1843375911057719664)  2024-10-07T19:40Z [----] followers, [----] engagements


"@nntaleb @MEAAIRLIBAN Dear Nasim while I do agree with everything your just said minus the last sentence because who are we kidding it is MEA 😅 but if you zoom in closely you can see that the image is AI generated or photoshopped"  
[X Link](https://x.com/iamfabian/status/1848136459087204470)  2024-10-20T22:57Z [----] followers, [----] engagements


"@DavidFalt @NTarnopolsky @rmslim Nope. These were from the initial strikes as documented by local non-Hezbollah affiliate media outlets"  
[X Link](https://x.com/anyuser/status/1848493500427555196)  2024-10-21T22:36Z [----] followers, [---] engagements


"Dude what do you expect people to do in Leb Die off from antidepressants because of the current Israeli attacks You know that you can support the displaced people and have a fun time every now and then This is not our first rodeo. Christ woman. Unfollow not like youd give a damn"  
[X Link](https://x.com/iamfabian/status/1852313484316274778)  2024-11-01T11:35Z [----] followers, [---] engagements


"@tiny_vs_tiny @DoNotWorryPod"  
[X Link](https://x.com/iamfabian/status/1859524892825202946)  2024-11-21T09:10Z [----] followers, [----] engagements


"@a_schallenberg Your discomfort regarding these warrants says more about your principles than it does about the ICCs credibility"  
[X Link](https://x.com/iamfabian/status/1859688850811125973)  2024-11-21T20:02Z [----] followers, [---] engagements


"@DoNotWorryPod Sorry for your loss man. I know the feeling. We lost our cat last year and it was devastating"  
[X Link](https://x.com/iamfabian/status/1887962834006319342)  2025-02-07T20:33Z [----] followers, [---] engagements


"@levelsio @elonmusk can you buy Skype and integrate it into X"  
[X Link](https://x.com/iamfabian/status/1895505804838740063)  2025-02-28T16:06Z [----] followers, [----] engagements


"@alc2022 Inchalla lol"  
[X Link](https://x.com/iamfabian/status/1939645342871396446)  2025-06-30T11:21Z [----] followers, [---] engagements


"@CartoonsHateHer Now imagine the horror on the flip side when a Turkish family finds out they are 70+% Greek"  
[X Link](https://x.com/anyuser/status/1941866652888449032)  2025-07-06T14:27Z [----] followers, 33.4K engagements


"Had the pleasure of grabbing coffee with @ericjackson during his conference stop in my city. Great convo on $OPEN and other stocks as well as some career wisdom. Really appreciate your time Eric 🙏🏻"  
[X Link](https://x.com/anyuser/status/1971240784952426810)  2025-09-25T15:50Z [----] followers, 60.5K engagements


"Cold emails / outreaches work folks. Always shoot your shot"  
[X Link](https://x.com/iamfabian/status/1971241438525653109)  2025-09-25T15:52Z [----] followers, [---] engagements


"@ericjackson 😂😂"  
[X Link](https://x.com/iamfabian/status/1971259001720668573)  2025-09-25T17:02Z [----] followers, [---] engagements


"Thanks to Erics retweet and endorsement my story is simple. I invested in Credo Semi $CRDO a few months after its IPO and as of todays market price that position has delivered an average return of 1200%. With a background in computer engineering and years of experience in IT infrastructure I was able to recognize the potential in Credo Semi as well as Astera Labs $ALAB well before most institutional investors caught on. The OPEN Army is everywhere- including Frankfurt Germany Fabian is very smart and has some unique tech picks which I encouraged him to publish and share with the world. He has"  
[X Link](https://x.com/anyuser/status/1971271608892293343)  2025-09-25T17:52Z [----] followers, [----] engagements


"I bought: $AMZN below $100 $PLTR at $10.8 $CRDO at $10 $ALAB at $42 $SOFI at $6.6 $COHR at $39.9 $HIMS at $12 $CIFR at $8 $IREN at $16 $NBIS at $34 $KRAKENF at $2.8 $HOOD at $10 Only two other names before "the masses". I am often never asked "what's next". If anyone does ask i just tell them to double down on $CRDO and not $ALAB. I believe $ALAB will still grow and keep hitting new ATHs but I also believe $CRDO will smash their earnings QoQ and keep raising guidance. Credo Technology $CRDO designs high-speed low-power connectivity solutions for data centers and AI infrastructure. Their"  
[X Link](https://x.com/anyuser/status/1984966270077247615)  2025-11-02T12:50Z [----] followers, 22.9K engagements


"@TheLongInvest Coming back to this tweet a year from today"  
[X Link](https://x.com/iamfabian/status/1985668724725334497)  2025-11-04T11:21Z [----] followers, [----] engagements


"@kevinxu Love to see this 👏🏻👏🏻👏🏻👏🏻"  
[X Link](https://x.com/iamfabian/status/1986168831887228964)  2025-11-05T20:28Z [----] followers, [---] engagements


"Hi Mazen this one's right up my alley so please allow me to chime in and elaborate. The AI infrastructure has two lifespans: the physical one and the economic one. Most AI hardware like GPUs servers networking equipment and peripherals can physically run 46+ years with good cooling and maintenance. Nothing dies after [--] years. However GPUs/accelerators become economically obsolete in about [--] years because new generations bring massive boosts in performance per watt training speed and cost efficiency. They still work theyre just no longer competitive at the frontier. In the industry"  
[X Link](https://x.com/iamfabian/status/1989692742742482960)  2025-11-15T13:51Z [----] followers, [---] engagements


"Not all AI CAPEX is created equal. Firstly when hyperscalers announce multi-billion-dollar AI and data-center investments theyre bundling assets with very different lifespans and risk profiles. - The market often treats these CAPEX bundles as uniformly high-quality long-duration assets even though thats not true. - This creates the same dynamic we saw with mortgage CDOs: assets with different risk levels packaged together and priced as if they share the same stability. Secondly the AAA tranche: Power cooling buildings and long-lived data-center infrastructure. - These include substations"  
[X Link](https://x.com/anyuser/status/1989741246395404327)  2025-11-15T17:04Z [----] followers, [---] engagements


"Sixth point here the heart of the Burry-style thesis: the lower tranches may be mispriced as if they were high-quality long-duration assets. If companies treat all AI CAPEX as having long stable lives theyre effectively labeling subprime components as AAA. This inflates valuations because depreciation and true replacement cycles are masked. Investors see $100B AI CAPEX but they dont see the layers: 20-year assets mixed with 3-year assets mixed with 18-month economic assets. If the mezzanine and equity tranches deteriorate faster than expected earnings will compress harder than forecasts"  
[X Link](https://x.com/iamfabian/status/1989742639256642042)  2025-11-15T17:09Z [----] followers, [----] engagements


"$CRDO will make me a millionaire"  
[X Link](https://x.com/iamfabian/status/1995837228162187272)  2025-12-02T12:47Z [----] followers, [----] engagements


"There's beauty in the struggle ugliness in the success"  
[X Link](https://x.com/iamfabian/status/551874724104773634)  2015-01-04T22:56Z [----] followers, [--] engagements


"You know you live in a failed state when Michel Smaha walks back home as a free man. Joke of a country"  
[X Link](https://x.com/iamfabian/status/687656841887678465)  2016-01-14T15:25Z [----] followers, [--] engagements


"IT IS FEB [--] AND STILL "THE LIFE OF PABLO" NOT AVAILABLE ON ITUNES"  
[X Link](https://x.com/iamfabian/status/697669805361520640)  2016-02-11T06:33Z [----] followers, [--] engagements


"I love this @chicagobulls team The future looks bright 🙂"  
[X Link](https://x.com/iamfabian/status/946218644123668480)  2017-12-28T03:17Z [----] followers, [---] engagements


"@JewishChron This is disgusting"  
[X Link](https://x.com/anyuser/status/1466712357141372936)  2021-12-03T10:14Z [----] followers, [--] engagements


"Can we please redirect our attention to the Beirut airport expansion deal We need more background information regarding this topic. A lot of questions remain unanswered such as where did the initial funding originate from"  
[X Link](https://x.com/iamfabian/status/1640390780152889344)  2023-03-27T16:30Z [----] followers, [---] engagements


"A beautiful city I call home"  
[X Link](https://x.com/iamfabian/status/1656400398402351106)  2023-05-10T20:46Z [----] followers, [---] engagements


"Madrid is such a beautiful city. Its also pretty underrated IMO"  
[X Link](https://x.com/iamfabian/status/1661812471282237457)  2023-05-25T19:12Z [----] followers, [----] engagements


"@spectatorindex Absolutely disgusting"  
[X Link](https://x.com/iamfabian/status/1663155877824675842)  2023-05-29T12:10Z [----] followers, [----] engagements


"@Franklin_WWay @spectatorindex I pity you and those who share your opinion. Youve got a long way to go if you believe that its okay to condemn someone to death for being and living their true self"  
[X Link](https://x.com/iamfabian/status/1663163809387651078)  2023-05-29T12:42Z [----] followers, [---] engagements


"@MorningBrew Big tech are losing a lot of their employees because of their RTO mandates"  
[X Link](https://x.com/iamfabian/status/1664630273022074881)  2023-06-02T13:49Z [----] followers, [---] engagements


"@akh1e I am so sorry man. This is heartbreaking 🙏🏼"  
[X Link](https://x.com/iamfabian/status/1691781041562812449)  2023-08-16T11:56Z [----] followers, [----] engagements


"Prior to the spread of Nasserism to Syria and partly to Lebanon and before the PFLP and Fatah factions were expelled from Jordan following the Black September events and made their way to Lebanon Jews Christians Sunni Druze Shia all lived side by side in harmony in Lebanon. Unfortunately this is no longer the case nowadays"  
[X Link](https://x.com/iamfabian/status/1715146237068877932)  2023-10-19T23:21Z [----] followers, [----] engagements


"@RoyNemer Petty"  
[X Link](https://x.com/iamfabian/status/1719356329297326152)  2023-10-31T14:11Z [----] followers, [----] engagements


"@YouGov With that attitude Spain should give Ceuta and Melilla back to Morocco"  
[X Link](https://x.com/iamfabian/status/1727010225188983269)  2023-11-21T17:04Z [----] followers, [----] engagements


"credit: @theslowfactory on IG"  
[X Link](https://x.com/iamfabian/status/1744071646321721742)  2024-01-07T19:00Z [----] followers, [----] engagements


"@lebanonlens Dude @DoNotWorryPod you have to dig deeper on this por favor 🍿"  
[X Link](https://x.com/iamfabian/status/1755189058437861822)  2024-02-07T11:17Z [----] followers, 21.5K engagements


"@NealGardner_ Would love to see Xabi coaching Barca"  
[X Link](https://x.com/iamfabian/status/1756398806059397540)  2024-02-10T19:24Z [----] followers, [----] engagements


"@NealGardner_ Disgusting"  
[X Link](https://x.com/iamfabian/status/1762465359464997147)  2024-02-27T13:11Z [----] followers, [----] engagements


"@Bri_an2 @dembouz you should be ashamed of yourself"  
[X Link](https://x.com/iamfabian/status/1778337286473560114)  2024-04-11T08:20Z [----] followers, [----] engagements


"@liron @taylenarare Condemning the fucking atrocities Hamas committed dipshit. One atrocity cannot be justified by committing another. Do you truly consider this boat trip to be normal"  
[X Link](https://x.com/iamfabian/status/1837989669419516081)  2024-09-22T22:57Z [----] followers, [---] engagements


"As AOC once tweeted and this is related to your first photo: Just so were clear Netanyahu has lost so many people that he is addressing just a fraction of Congress. When this happens they fill the seats with non-members like what they do at award ceremonies in order to project the appearance of full attendance and support. Via @AOC"  
[X Link](https://x.com/iamfabian/status/1839733639677964724)  2024-09-27T18:27Z [----] followers, 13.3K engagements


"@MattRJBrodsky @NFL He is Lebanese repping his heritage just like other coaches are repping their own ancestral countries. It is not the first time this has been done by the NFL. And no Lebanon is not run by Hezbollah"  
[X Link](https://x.com/anyuser/status/1843545035520045128)  2024-10-08T06:52Z [----] followers, [---] engagements


"@leylahamed Yes it might be a coincidence but Aaron Rodgers did have a conflict with him and we all know that star QBs often run their NFL teams not the coach"  
[X Link](https://x.com/anyuser/status/1843708014194503730)  2024-10-08T17:40Z [----] followers, [----] engagements


"@derJamesJackson Which newspaper was it"  
[X Link](https://x.com/iamfabian/status/1845399057792909503)  2024-10-13T09:39Z [----] followers, [----] engagements


"@DoNotWorryPod Kess emmo. Please roast the crap out of him on your next podcast"  
[X Link](https://x.com/iamfabian/status/1849048043674271977)  2024-10-23T11:19Z [----] followers, [---] engagements


"@maureenclarem A racist white man"  
[X Link](https://x.com/iamfabian/status/1854163568595288336)  2024-11-06T14:06Z [----] followers, [----] engagements


"@hasanthehun Best reply to him: a brief message for all my haters. https://t.co/Oedzl3jwPC a brief message for all my haters. https://t.co/Oedzl3jwPC"  
[X Link](https://x.com/iamfabian/status/1857090457957752960)  2024-11-14T15:57Z [----] followers, 60K engagements


"@Transcat14 @hasanthehun Fan boy is a huge stretch lol. I just recently started following Hasan after his coverage of the US elections. I also follow a podcast that covers the fallout between H3H and Hasan. Having a Turkish partner I found this video funny af and appropriate as a reply. Keep crying"  
[X Link](https://x.com/iamfabian/status/1857129447586931041)  2024-11-14T18:32Z [----] followers, [---] engagements


"@RaduHossu Dude thank you for the summary. Convining my mom and her friends to vote for Lasconi has been a futile effort. I will never understand how people especially them having suffered through all those years of communism are still falling for Georgescus propaganda"  
[X Link](https://x.com/iamfabian/status/1862408375742464197)  2024-11-29T08:08Z [----] followers, [---] engagements


"@ZaraRahim Lets just say his prices wont stay the same from now on lol"  
[X Link](https://x.com/iamfabian/status/1864255719635083591)  2024-12-04T10:29Z [----] followers, [----] engagements


"@Partisangirl Then just buy a ticket to Beirut travel to Damascus and become the martyr you wish to be"  
[X Link](https://x.com/iamfabian/status/1864829921811365978)  2024-12-06T00:31Z [----] followers, [----] engagements


"@nntaleb @Satyaki_R Happy new year Nassim. Please never change 🙏🏻"  
[X Link](https://x.com/iamfabian/status/1874160559404573128)  2024-12-31T18:27Z [----] followers, [----] engagements


"This is not dictator-like behavior. Zelenskyy offers to step down in exchange for peace and Ukraines Nato membership https://t.co/AOC80bwA9M Zelenskyy offers to step down in exchange for peace and Ukraines Nato membership https://t.co/AOC80bwA9M"  
[X Link](https://x.com/iamfabian/status/1893704559274402023)  2025-02-23T16:48Z [----] followers, [---] engagements


"@romcomsqueen @grace_degraaf I usually avoid getting involved in online discussions but stealing this entire article idea from the freelance writer who pitched it to you is very low of you. Shame"  
[X Link](https://x.com/iamfabian/status/1929822556564897881)  2025-06-03T08:48Z [----] followers, 12.3K engagements


"@AzarsTweets I had sent this picture to my girlfriend earlier this week. Its a bit cheaper at Spinneys. I can get em for [----] at Rewe in Germany. Prices for groceries in Lebanon even if we buy local is on par with prices in Germany which is absolutely bonkers"  
[X Link](https://x.com/iamfabian/status/1950679978070446563)  2025-07-30T22:08Z [----] followers, [---] engagements


"@Elianoayounes People are lazy"  
[X Link](https://x.com/iamfabian/status/1957857476524528043)  2025-08-19T17:29Z [----] followers, [---] engagements


"@TheTennisLetter This is Irving"  
[X Link](https://x.com/iamfabian/status/1963535740501180530)  2025-09-04T09:32Z [----] followers, [----] engagements


"@StockSavvyShay Congrats"  
[X Link](https://x.com/iamfabian/status/1963914959806488691)  2025-09-05T10:39Z [----] followers, [---] engagements


"@ericjackson Thanks for the shoutout Eric. It was a great chat as always :)"  
[X Link](https://x.com/iamfabian/status/1984626892427694556)  2025-11-01T14:21Z [----] followers, 28K engagements


"@RepBrandonGill Wow how is that even remotely close to 9/11 He is appeasing to his Arabic-speaking constituents. Chill with the xenophobia dude"  
[X Link](https://x.com/iamfabian/status/1984942681492275293)  2025-11-02T11:16Z [----] followers, [----] engagements


"@ericjackson What a time to be alive and involved in the market"  
[X Link](https://x.com/iamfabian/status/1985323443433148550)  2025-11-03T12:29Z [----] followers, [----] engagements


"I see your girl all the time. I don't know if she's yours or mine. #VIEWS"  
[X Link](https://x.com/iamfabian/status/725909678798958592)  2016-04-29T04:48Z [----] followers, [--] engagements


"End of an era :( https://x.com/chicagosports06/status/878040802001211392 #TBT https://t.co/P6ZXm0u9VY https://x.com/chicagosports06/status/878040802001211392 #TBT https://t.co/P6ZXm0u9VY"  
[X Link](https://x.com/anyuser/status/878067377656668160)  2017-06-23T01:49Z [----] followers, [--] engagements


"Read this fun fact: Alcohol: [-----] US deaths per year. Cannabis: Zero. So I guess maybe next #StPatricksDaymore people need to go green 🍀"  
[X Link](https://x.com/iamfabian/status/975023277537091584)  2018-03-17T14:57Z [----] followers, [--] engagements

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

@iamfabian Avatar @iamfabian 豆栽培者ファビアン

豆栽培者ファビアン posts on X about $crdo, ai, lebanon, in the the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

Engagements: [---] #

Engagements Line Chart

  • [--] Week [------] +88%
  • [--] Month [------] +804%
  • [--] Months [-------] -54%
  • [--] Year [-------] +40%

Mentions: [--] #

Mentions Line Chart

  • [--] Week [--] +43%
  • [--] Month [--] +141%
  • [--] Months [---] +337%
  • [--] Year [---] +79%

Followers: [-----] #

Followers Line Chart

  • [--] Week [-----] +4.50%
  • [--] Month [-----] +5.40%
  • [--] Months [-----] +89%
  • [--] Year [-----] +120%

CreatorRank: [---------] #

CreatorRank Line Chart

Social Influence

Social category influence stocks 22.66% finance 12.5% countries 7.81% technology brands 7.03% cryptocurrencies 3.13% social networks 3.13% travel destinations 2.34% la liga 1.56% champions league 1.56% currencies 0.78%

Social topic influence $crdo #28, ai 6.25%, lebanon #812, in the 5.47%, this is 5.47%, $alab 4.69%, credo technology #4, $ter 3.13%, $6857t 3.13%, ter 3.13%

Top accounts mentioned or mentioned by @photoncap @donotworrypod @ericjackson @morningbrew @peachteadrink37 @aleabitoreddit @notesonthenoise @eurofootcom @azarstweets @nntaleb @spectatorindex @nealgardner @hasanthehun @zephyrz9 @hannesahl @solarlink @aipowerflow @drakeondigital @omsultan1313 @hadleygamble

Top assets mentioned Credo Technology Group Holding Ltd (CRDO) Astera Labs, Inc. (ALAB) Teradyne, Inc. (TER) Amphenol Corporation (APH) TE Connectivity Ltd (TEL) Viavi Solutions Inc. Common Stock (VIAV) KEYS (KEYS) Lumentum Holdings Inc. Common Stock (LITE) Robinhood Markets, Inc. (HOOD) Nebius Group N.V. Class A Ordinary Shares (NBIS) Iris Energy Limited (IREN) Opendoor Technologies Inc Common Stock (OPEN) Hims & Hers Health, Inc. (HIMS) RAI Finance (SOFI) Palantir Technologies Inc. (PLTR) GlobalFoundries (GFS) Four (FORM) STMicroelectronics N.V. (STM) Cisco Systems Inc (CSCO) Arista Networks Inc (ANET) Velas (VLX) Telcoin (TEL)

Top Social Posts

Top posts by engagements in the last [--] hours

"@PhotonCap @zephyr_z9 $GFS right I am in the middle of finalizing my deep dive on them. Could become a big played for CPO as well. Thanks a lot for sharing P"
X Link 2026-02-09T22:24Z [----] followers, [----] engagements

"Coming from the Test & Measurement industry T&M manufacturers have the potential to 📈 in [----]. Viavi $VIAV Keysight $KEYS Anritsu FRA: AN1 Teradyne $TER Advantest $ATTY Chroma TPE: [----]. Theyve already popped in '25 expect more popping in '26. Not financial advice"
X Link 2025-12-05T13:29Z [----] followers, [---] engagements

"@Hannesahl @Solarlink_ Alongside Ibiden and Shinko Electric Industries"
X Link 2025-12-10T21:02Z [----] followers, [---] engagements

"News on Teradyne $TER. Ill have a piece out in the next 24h regarding this topic. Funny to see that they have acquired two of my former employers. Best of luck to the MultiLane team well deserved. 🙏🏼 https://investors.teradyne.com/news-events/press-releases/detail/432/teradyne-and-multilane-announce-formation-of-joint-venture-multilane-test-products https://investors.teradyne.com/news-events/press-releases/detail/432/teradyne-and-multilane-announce-formation-of-joint-venture-multilane-test-products"
X Link 2026-01-29T22:06Z [----] followers, [---] engagements

"I guess acquiring my former employers has been a good catalyst for Teradyne $TER $TER Teradyne Q425 Earnings Beat AI-Driven Outlook Strengthens Revenue: $1.083B (Est. $969.3M) +44% YoY +41% QoQ ✅ EPS: $1.80 Adj. (Est. $1.36) Semiconductor Test Rev: $883M (Est. $786M) ✅ Product Test Rev: $110M Robotics Rev: $89M FY25 Revenue: $3.19B (+13% YoY) Guidance (Q126): Revenue: $1.15B$1.25B (Est. $942.3M) ✅ EPS: $1.89$2.25 Adj. (Est. $1.25) ✅ Dividend (Q4): $0.12 Share Buybacks (Q4): $183.4M Cash: $293.8M Short-Term Debt: $200.0M Operating Cash Flow (Q4): $281.6M Results exceeded the high end of"
X Link 2026-02-02T21:48Z [----] followers, [---] engagements

"In $LITE of yesterdays stellar earnings report from Lumentum I keep seeing and reading across various forums about rising customer interest and demand within the optical ecosystem particularly around accelerated CPO adoption which could pose a threat to copper. Many investors still view Credo $CRDO as a pure copper play largely because the company hasnt announced any significant customers adopting its optical products. One things for sure: if NVIDIA adopts CPO earlier others will follow suit it is a matter of how soon not if. My take: I remain bullish on Credo but it remains to be seen how"
X Link 2026-02-04T13:36Z [----] followers, [----] engagements

"@peachteadrink37 AOI are already based in Sugar Land Texas correct I visited them back in 2019-20. Are they expand their existing facilities"
X Link 2026-02-04T22:06Z [----] followers, [--] engagements

"FormFactor is clearly in top $FORM after its latest earnings report delivering a $FORM-idable "beat and raise" that proved they are truly finding their stride in the AI era. It was a high-performance display as the company comfortably outpaced estimates and raised its outlook showing investors that its growth trajectory is taking a very impressive $FORM (ok I'll stop it now). Q4 [----] Financial Performance: Revenue: Reported $215.2 million exceeding the high end of guidance ($205M$215M) and growing 13.6% year-over-year. Adjusted EPS (Non-GAAP): $0.46 a massive beat compared to the analyst"
X Link 2026-02-05T19:50Z [----] followers, [----] engagements

"After missingthe series E on Anthropic but I am going in on the series F. Let's hope they IPO by Q3/Q4 this year"
X Link 2026-02-06T12:01Z [----] followers, [--] engagements

"I guess $CRDO management wanted to release this out before Astera Labs $ALAB releases their earnings which is scheduled for tomorrow Feb 10th after market hours. 🍿🍿 Big upside pre-announcement from $CRDO 👇 Credo Technology Group reported preliminary Q3 FY26 revenue of $404408M well above prior guidance of $335345M. Key takeaways: Massive guide-up vs expectations Implies 200% YoY revenue growth in FY26 Company expects https://t.co/0hosZLHPTL Big upside pre-announcement from $CRDO 👇 Credo Technology Group reported preliminary Q3 FY26 revenue of $404408M well above prior guidance of"
X Link 2026-02-09T21:27Z [----] followers, [---] engagements

"This was my post from [--] days ago regarding Credo $CRDO. Anon I hope you were reading and listening. As always NFA and DYOR. In $LITE of yesterdays stellar earnings report from Lumentum I keep seeing and reading across various forums about rising customer interest and demand within the optical ecosystem particularly around accelerated CPO adoption which could pose a threat to copper. Many https://t.co/cQn4LUQGKF In $LITE of yesterdays stellar earnings report from Lumentum I keep seeing and reading across various forums about rising customer interest and demand within the optical ecosystem"
X Link 2026-02-09T21:29Z [----] followers, [----] engagements

"Where are all the Credo $CRDO doubters at CPO is coming I am onboard that train and a big believer in the disruptive capabilities of that technology but those [----] DACs used in an NVIDIA GB200 NVL72 rack system for instance aren't just going to disappear overnight. Also an 88% AEC market share for NVIDIA-based data centers won't just disappear overnight. I guess $CRDO management wanted to release this out before Astera Labs $ALAB releases their earnings which is scheduled for tomorrow Feb 10th after market hours. 🍿🍿 As always please DYOR and NFA. Big upside pre-announcement from $CRDO 👇"
X Link 2026-02-09T21:36Z [----] followers, [---] engagements

"@aleabitoreddit My Substack followers who followed my own move in buying the $CRDO dip made bank. This was my post from [--] days ago regarding Credo $CRDO. Anon I hope you were reading and listening. As always NFA and DYOR. This was my post from [--] days ago regarding Credo $CRDO. Anon I hope you were reading and listening. As always NFA and DYOR"
X Link 2026-02-09T21:37Z [----] followers, [---] engagements

"@aleabitoreddit @AI_PowerFlow OR could it be to poke fun at $ALAB who release their earnings tomorrow AH"
X Link 2026-02-09T21:45Z [----] followers, [---] engagements

"I see your point. With the euphoria subsiding for me lol I believe tomorrow will be a litmus test of what the overall sentiment regarding Credo will be like. The next test is March 2nd post-earnings. I still remain bullish for short to midterm - until 2028-29 but will not allow my ego or blind conviction to bilndside me with news that will poke holes into my original Credo thesis. I will make it a point to sell all my Credo stocks when and if the thesis changes and I see it as the right moment. I did read your article and agree on the market having priced in the risk of the post-Blackwell"
X Link 2026-02-09T23:02Z [----] followers, [--] engagements

"@NotesontheNoise I'm also an Astera Labs bull. May the earrings be in out favor tomorrow. Cheers man and good luck to us"
X Link 2026-02-09T23:56Z [----] followers, [--] engagements

"@drakeondigital @PhotonCap I'd also consider Viavi Solutions (formerly JDSU) which spun off from Lumentum in late Q3 [----] as well as Advantest and Chroma ATE. :)"
X Link 2026-02-10T02:27Z [----] followers, [--] engagements

"San Francisco is beautiful even on a rainy day"
X Link 2026-02-12T01:17Z [----] followers, [---] engagements

"@PhotonCap No man I wish the picture were from my last trip during April last year. I would've pinged you if I was there"
X Link 2026-02-12T01:47Z [----] followers, [--] engagements

"Muito obrigado senhor I'm An Astera Labs Credo and Lumentum bull. And I write about the whole industry I'm in which is quite nice to see the spotlight shining on it. I have a lot more to learn and improve as I continue this journey but until then im just shipping articles and deep dives out as best as I can. I just gave you a follow and subscription by the way :) https://twitter.com/i/web/status/2021879780564504604 https://twitter.com/i/web/status/2021879780564504604"
X Link 2026-02-12T09:31Z [----] followers, [--] engagements

"@Omsultan1313 @_HadleyGamble I felt that you holding back some tears but I might be wrong. Thank you for loving Lebanon and for always advocating for our beautiful country 🙏🏼"
X Link 2026-02-12T23:28Z [----] followers, [--] 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. http://2360.TW https://twitter.com/i/web/status/1994432512324505834 http://2454.TW http://2360.TW https://twitter.com/i/web/status/1994432512324505834 http://2454.TW"
X Link 2025-11-28T15:45Z [----] followers, [---] engagements

"Everyone is talking about Credo Technology $CRDO following their latest stellar earnings. I kept YAPPING about this company since [----] and no one I mean no one not even my close friends listened. As far as I know the overwhelming majority of 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 [----] and haven't looked back. 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 2025-12-02T11:49Z [----] followers, [---] engagements

"Credo Technology $CRDO stock price target raised to $220 at Needham on AEC strength. Price target increased from $190 reflecting a 46.67% increase from the prior target of $150 set in a previous report. Needham maintains a "Buy" rating on $CRDO Source: https://www.investing.com/news/analyst-ratings/credo-technology-stock-price-target-raised-to-220-at-needham-on-aec-strength-93CH-4385849 https://twitter.com/i/web/status/1995853783960551564 https://www.investing.com/news/analyst-ratings/credo-technology-stock-price-target-raised-to-220-at-needham-on-aec-strength-93CH-4385849"
X Link 2025-12-02T13:53Z [----] followers, [---] 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 [----] followers, [---] engagements

"Stock rotation might be happening here with investors selling their Credo TE Connectivity and Amphenol positions to buy Coherent Lumentum or even AOI stocks. For some reason the idea of "copper is doomed" and "optics is taking over" accelerated after yesterday's Lumentum earnings - the rumors that CPO adoption is ramping ahead of schedule. I remain optimistic about Credo and co. Curious to hear your take on this. https://twitter.com/i/web/status/2019125830568247646 https://twitter.com/i/web/status/2019125830568247646"
X Link 2026-02-04T19:08Z [----] followers, [----] engagements

"The warriors starting [--] probably the worst starting [--] in over a decade lol is sponsored by Advantest 6857.T Tonight's [--] https://t.co/rwgOSAHGJT Tonight's [--] https://t.co/rwgOSAHGJT"
X Link 2026-02-07T10:16Z [----] followers, [---] engagements

"Reminder that I am LONG $CRDO at $13.5 a share. I might even claim the honor of being the first person to ever promote or talk about Credo on X/Twitter. $CRDO at an ATH 🥹 https://t.co/1eELx5h1zH $CRDO at an ATH 🥹 https://t.co/1eELx5h1zH"
X Link 2026-02-09T21:53Z [----] followers, [----] engagements

"Lets talk about high-speed optical test & measurement. In 224Gbps PAM4 (112 GBaud) 800ZR / 1600ZR coherent optics and soon 448G per lane (expected to be announced at OFC [----] in March in LA) There is one dominant player. And its not particularly close. Keysight $KEYS"
X Link 2026-02-14T02:05Z [----] followers, [---] engagements

"Big upside pre-announcement from $CRDO 👇 Credo Technology Group reported preliminary Q3 FY26 revenue of $404408M well above prior guidance of $335345M. Key takeaways: Massive guide-up vs expectations Implies 200% YoY revenue growth in FY26 Company expects mid-single-digit sequential growth into Q4 FY26 and FY27 Results driven by strong demand for high-speed energy-efficient connectivity 📅 Full Q3 FY26 earnings: March [--] [----] (after close) Bottom line: another sign of AI-driven networking demand accelerating with Credo executing well ahead of plan. As a Credo bull this makes me smile after a"
X Link 2026-02-09T21:15Z [----] followers, [----] engagements

"But still nothing beats Keysight gents and I'm confidently saying this after spending almost a decade in the test and measurement industry competing against them. They have an insane R&D budget bar none of their competitors. At some point Tektronix was competing h2h but they got acquired by Danvers and fizzled away. The Keysight teams in Santa Rosa and Bblingenare are already working on the next generation of 448Gbps per lane. No one beat them at their sampling scope + CDR in the [---] GBaud PAM4 (224 Gbps) per lane qualification and validation arena and now they are probably gonna announce"
X Link 2026-02-13T20:07Z [----] followers, [--] engagements

"@kodanagain I would not be surprised to see this in a country like Lebanon for instance lol. Where was this taken"
X Link 2026-02-15T13:57Z [----] followers, [---] engagements

"I love how pro-Hezbolla people follow orders like a trained dog on a leach"
X Link 2019-10-25T15:18Z [----] followers, [--] engagements

"Still trying to wrap my head around how Lebanon is more expensive than London for groceries and going out"
X Link 2023-12-13T13:32Z [----] followers, [---] engagements

"Novo Nordisk has terminated its collaboration with Hims & Hers Health citing illegal mass compounding and deceptive marketing around Wegovy. Access to the FDA-approved weight-loss drug through NovoCare is now revoked for Hims & Hers. Novo says the compounding practices violate federal law and put patient safety at risk especially as knock-off versions often use unregulated semaglutide sourced from Chinese suppliers with no FDA oversight. With the nationwide Wegovy shortage now resolved Novo is doubling down on ensuring only safe approved treatments reach patients"
X Link 2025-06-23T12:20Z [----] followers, [----] engagements

"I also bought into the Palantir hype - first at $8 a share then again around $13 when I genuinely saw the potential in that stock and havent looked back since. The same goes for $HIMS (around $9) and $HOOD (around $8.5). My latest 100x+ baggers have been $SOFI $NBIS and $IREN with the most recent being a 600x+ bagger thanks to the one and only $OPEN. 🚀"
X Link 2025-09-25T17:52Z [----] followers, [---] engagements

"I am with you on this Vikram. I think most people bashing copper are exaggerating. Stock rotation might be happening here with investors selling their Credo TE Connectivity and Amphenol positions to buy Coherent Lumentum or even AOI stocks. For some reason the idea of "copper is doomed" and "optics is taking over" accelerated after yesterday's Lumentum earnings - the rumors that CPO adoption is ramping ahead of schedule. I remain optimistic about Credo and co. https://twitter.com/i/web/status/2019083192620245254 https://twitter.com/i/web/status/2019083192620245254"
X Link 2026-02-04T16:18Z [----] followers, [----] engagements

"Russel Westbrook won the popular vote but lost the electoral college. And Isaiah Thomas deserves to be a starter over Kyrie Irving"
X Link 2017-01-20T06:20Z [----] followers, [--] engagements

"A new favorite: Maceo Plex - Conjure Dreams - Drumcode - DC136 by @drumcoderecords on #SoundCloud https://soundcloud.com/drumcode/maceo-plex-conjure-dreams https://soundcloud.com/drumcode/maceo-plex-conjure-dreams"
X Link 2017-09-25T09:54Z [----] followers, [--] engagements

"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 https://iamfabian.substack.com/p/the-ai-supercycle-and-the-global"
X Link 2025-12-07T17:43Z [----] followers, [---] engagements

"We didnt forget about you Cafe Matik. #_ #LebaneseProtests"
X Link 2019-10-24T20:04Z [----] followers, [--] engagements

"@ASE @FarhaFilm Its back to [---] n IMDB"
X Link 2022-12-02T17:30Z [----] followers, [--] engagements

"Why has no one (to my knowledge) sounded the alarm regarding the rampant nepotism blatant "wasta" workplace harassment and bullying happening inside #diplomatic missions/#embassies in #Lebanon I cant share any story as of this tweet as it could potentially jeopardize the career of a person I care about. I would love to hear the testimonies of former employees of these diplomatic missions/embassies as I believe this kind of behavior has been ongoing for decades and it persists to this day"
X Link 2023-02-22T00:16Z [----] followers, 12.3K engagements

"@eurofootcom he's not saying anything wrong imho"
X Link 2023-03-18T21:46Z [----] followers, 13K engagements

"@eurofootcom One of the most heartbreaking moments for me as a Barca fan"
X Link 2023-04-10T14:26Z [----] followers, 19.2K engagements

"@ytirawi NOO 🥺😭"
X Link 2023-05-11T07:44Z [----] followers, [----] engagements

"@barstoolsports LaSt YeAr"
X Link 2023-05-22T16:17Z [----] followers, 64K engagements

"@MorningBrew - US citizenship for himself and his family"
X Link 2023-06-07T14:22Z [----] followers, [----] engagements

"Cant believe this happened [--] years ago. With one of the fans in Beirut Lebanon. https://t.co/fJ1thIUWmL With one of the fans in Beirut Lebanon. https://t.co/fJ1thIUWmL"
X Link 2023-06-13T19:07Z [----] followers, [---] engagements

"@AzarsTweets I forgot where I read this but the Lebanese aviation authorities are unwilling to hire any new ATC agents because they need to fill a certain sectarian quota amongst its ATC staff members. They were even considering hiring foreigners instead"
X Link 2023-08-17T07:43Z [----] followers, [---] engagements

"The most efficient and underrated way of finding anything worthwhile online is by using Reddit - not Google"
X Link 2023-09-06T12:03Z [----] followers, [---] engagements

"The Lebanese Dentist Association (LDA) similar to other Lebanese associations is corrupt to the bone. My moms pension which used to be worth $500/month paid out every three months is now less than $9. It hasnt been paid for over two years now. We were informed today by insiders/friends that the syndicate is planning to pay-out people like my mom. A payment worth $800 for my late fathers lifetime contribution to the same association. Following this payment she will no longer be entitled to any pension pay. I have no words to express how frustrating it has been to deal with the LDA ever since"
X Link 2023-11-05T15:11Z [----] followers, [----] engagements

"@BakerDad240188 @SaraYafi Stick to baking fake bot accounts"
X Link 2024-01-25T21:42Z [----] followers, [---] engagements

"@robin_j_brooks I left Madrid to live in Frankfurt. I contemplate my decision every now and then"
X Link 2024-02-05T23:08Z [----] followers, [----] engagements

"@michaelmalouf_ Amen. This guys ideological views inflicted significant harm to the MENA region resulting in hundreds of thousands of unnecessary deaths"
X Link 2024-03-02T14:04Z [----] followers, [---] engagements

"@TrendSpider @KobeissiLetter Heres why: $DELL Michael Dell has sold $700M of stock in the past month. He was questioned on why he sold heres his response which quite frankly wasnt that bad: https://t.co/F8XLmDV0I5 $DELL Michael Dell has sold $700M of stock in the past month. He was questioned on why he sold heres his response which quite frankly wasnt that bad: https://t.co/F8XLmDV0I5"
X Link 2024-06-19T12:29Z [----] followers, [----] engagements

"@aditya_kondawar They are smart probably cashing out before the stock crashes as the AI hype seems to have gotten a bit out of control. More power to them who wouldnt want to retire at [--] + as a multimillionaire"
X Link 2024-06-22T11:23Z [----] followers, [----] engagements

"@MorningBrew Nikes product quality also took a nosedive as of late"
X Link 2024-06-28T15:23Z [----] followers, [----] engagements

"Bullish 📈 $PLTR "We don't know how to deal with this much demand" - Palantir CEO Alex Karp https://t.co/RetQxFjt2e $PLTR "We don't know how to deal with this much demand" - Palantir CEO Alex Karp https://t.co/RetQxFjt2e"
X Link 2024-08-30T17:38Z [----] followers, [----] engagements

"Petition for the EU to sue/dismantle @Ticketmaster for their disgusting Dynamic Pricing policy and for monopolizing markets across the live concert industry. @Ticketmaster @TicketmasterUK @oasis #Oasis #Oasis25"
X Link 2024-08-31T14:10Z [----] followers, [----] engagements

"@visegrad24 The solar power systems have nothing to do with Hezbollah in this case. Some devices were [--] years old and yet they still exploded earlier today"
X Link 2024-09-18T17:13Z [----] followers, [----] engagements

"@brewmarkets 😅"
X Link 2024-10-03T15:56Z [----] followers, [----] engagements

"@KrangTNelson Her last name Alfallah in Arabic means the act of plowing through these high net worth men a true trailblazer"
X Link 2024-10-07T19:40Z [----] followers, [----] engagements

"@nntaleb @MEAAIRLIBAN Dear Nasim while I do agree with everything your just said minus the last sentence because who are we kidding it is MEA 😅 but if you zoom in closely you can see that the image is AI generated or photoshopped"
X Link 2024-10-20T22:57Z [----] followers, [----] engagements

"@DavidFalt @NTarnopolsky @rmslim Nope. These were from the initial strikes as documented by local non-Hezbollah affiliate media outlets"
X Link 2024-10-21T22:36Z [----] followers, [---] engagements

"Dude what do you expect people to do in Leb Die off from antidepressants because of the current Israeli attacks You know that you can support the displaced people and have a fun time every now and then This is not our first rodeo. Christ woman. Unfollow not like youd give a damn"
X Link 2024-11-01T11:35Z [----] followers, [---] engagements

"@tiny_vs_tiny @DoNotWorryPod"
X Link 2024-11-21T09:10Z [----] followers, [----] engagements

"@a_schallenberg Your discomfort regarding these warrants says more about your principles than it does about the ICCs credibility"
X Link 2024-11-21T20:02Z [----] followers, [---] engagements

"@DoNotWorryPod Sorry for your loss man. I know the feeling. We lost our cat last year and it was devastating"
X Link 2025-02-07T20:33Z [----] followers, [---] engagements

"@levelsio @elonmusk can you buy Skype and integrate it into X"
X Link 2025-02-28T16:06Z [----] followers, [----] engagements

"@alc2022 Inchalla lol"
X Link 2025-06-30T11:21Z [----] followers, [---] engagements

"@CartoonsHateHer Now imagine the horror on the flip side when a Turkish family finds out they are 70+% Greek"
X Link 2025-07-06T14:27Z [----] followers, 33.4K engagements

"Had the pleasure of grabbing coffee with @ericjackson during his conference stop in my city. Great convo on $OPEN and other stocks as well as some career wisdom. Really appreciate your time Eric 🙏🏻"
X Link 2025-09-25T15:50Z [----] followers, 60.5K engagements

"Cold emails / outreaches work folks. Always shoot your shot"
X Link 2025-09-25T15:52Z [----] followers, [---] engagements

"@ericjackson 😂😂"
X Link 2025-09-25T17:02Z [----] followers, [---] engagements

"Thanks to Erics retweet and endorsement my story is simple. I invested in Credo Semi $CRDO a few months after its IPO and as of todays market price that position has delivered an average return of 1200%. With a background in computer engineering and years of experience in IT infrastructure I was able to recognize the potential in Credo Semi as well as Astera Labs $ALAB well before most institutional investors caught on. The OPEN Army is everywhere- including Frankfurt Germany Fabian is very smart and has some unique tech picks which I encouraged him to publish and share with the world. He has"
X Link 2025-09-25T17:52Z [----] followers, [----] engagements

"I bought: $AMZN below $100 $PLTR at $10.8 $CRDO at $10 $ALAB at $42 $SOFI at $6.6 $COHR at $39.9 $HIMS at $12 $CIFR at $8 $IREN at $16 $NBIS at $34 $KRAKENF at $2.8 $HOOD at $10 Only two other names before "the masses". I am often never asked "what's next". If anyone does ask i just tell them to double down on $CRDO and not $ALAB. I believe $ALAB will still grow and keep hitting new ATHs but I also believe $CRDO will smash their earnings QoQ and keep raising guidance. Credo Technology $CRDO designs high-speed low-power connectivity solutions for data centers and AI infrastructure. Their"
X Link 2025-11-02T12:50Z [----] followers, 22.9K engagements

"@TheLongInvest Coming back to this tweet a year from today"
X Link 2025-11-04T11:21Z [----] followers, [----] engagements

"@kevinxu Love to see this 👏🏻👏🏻👏🏻👏🏻"
X Link 2025-11-05T20:28Z [----] followers, [---] engagements

"Hi Mazen this one's right up my alley so please allow me to chime in and elaborate. The AI infrastructure has two lifespans: the physical one and the economic one. Most AI hardware like GPUs servers networking equipment and peripherals can physically run 46+ years with good cooling and maintenance. Nothing dies after [--] years. However GPUs/accelerators become economically obsolete in about [--] years because new generations bring massive boosts in performance per watt training speed and cost efficiency. They still work theyre just no longer competitive at the frontier. In the industry"
X Link 2025-11-15T13:51Z [----] followers, [---] engagements

"Not all AI CAPEX is created equal. Firstly when hyperscalers announce multi-billion-dollar AI and data-center investments theyre bundling assets with very different lifespans and risk profiles. - The market often treats these CAPEX bundles as uniformly high-quality long-duration assets even though thats not true. - This creates the same dynamic we saw with mortgage CDOs: assets with different risk levels packaged together and priced as if they share the same stability. Secondly the AAA tranche: Power cooling buildings and long-lived data-center infrastructure. - These include substations"
X Link 2025-11-15T17:04Z [----] followers, [---] engagements

"Sixth point here the heart of the Burry-style thesis: the lower tranches may be mispriced as if they were high-quality long-duration assets. If companies treat all AI CAPEX as having long stable lives theyre effectively labeling subprime components as AAA. This inflates valuations because depreciation and true replacement cycles are masked. Investors see $100B AI CAPEX but they dont see the layers: 20-year assets mixed with 3-year assets mixed with 18-month economic assets. If the mezzanine and equity tranches deteriorate faster than expected earnings will compress harder than forecasts"
X Link 2025-11-15T17:09Z [----] followers, [----] engagements

"$CRDO will make me a millionaire"
X Link 2025-12-02T12:47Z [----] followers, [----] engagements

"There's beauty in the struggle ugliness in the success"
X Link 2015-01-04T22:56Z [----] followers, [--] engagements

"You know you live in a failed state when Michel Smaha walks back home as a free man. Joke of a country"
X Link 2016-01-14T15:25Z [----] followers, [--] engagements

"IT IS FEB [--] AND STILL "THE LIFE OF PABLO" NOT AVAILABLE ON ITUNES"
X Link 2016-02-11T06:33Z [----] followers, [--] engagements

"I love this @chicagobulls team The future looks bright 🙂"
X Link 2017-12-28T03:17Z [----] followers, [---] engagements

"@JewishChron This is disgusting"
X Link 2021-12-03T10:14Z [----] followers, [--] engagements

"Can we please redirect our attention to the Beirut airport expansion deal We need more background information regarding this topic. A lot of questions remain unanswered such as where did the initial funding originate from"
X Link 2023-03-27T16:30Z [----] followers, [---] engagements

"A beautiful city I call home"
X Link 2023-05-10T20:46Z [----] followers, [---] engagements

"Madrid is such a beautiful city. Its also pretty underrated IMO"
X Link 2023-05-25T19:12Z [----] followers, [----] engagements

"@spectatorindex Absolutely disgusting"
X Link 2023-05-29T12:10Z [----] followers, [----] engagements

"@Franklin_WWay @spectatorindex I pity you and those who share your opinion. Youve got a long way to go if you believe that its okay to condemn someone to death for being and living their true self"
X Link 2023-05-29T12:42Z [----] followers, [---] engagements

"@MorningBrew Big tech are losing a lot of their employees because of their RTO mandates"
X Link 2023-06-02T13:49Z [----] followers, [---] engagements

"@akh1e I am so sorry man. This is heartbreaking 🙏🏼"
X Link 2023-08-16T11:56Z [----] followers, [----] engagements

"Prior to the spread of Nasserism to Syria and partly to Lebanon and before the PFLP and Fatah factions were expelled from Jordan following the Black September events and made their way to Lebanon Jews Christians Sunni Druze Shia all lived side by side in harmony in Lebanon. Unfortunately this is no longer the case nowadays"
X Link 2023-10-19T23:21Z [----] followers, [----] engagements

"@RoyNemer Petty"
X Link 2023-10-31T14:11Z [----] followers, [----] engagements

"@YouGov With that attitude Spain should give Ceuta and Melilla back to Morocco"
X Link 2023-11-21T17:04Z [----] followers, [----] engagements

"credit: @theslowfactory on IG"
X Link 2024-01-07T19:00Z [----] followers, [----] engagements

"@lebanonlens Dude @DoNotWorryPod you have to dig deeper on this por favor 🍿"
X Link 2024-02-07T11:17Z [----] followers, 21.5K engagements

"@NealGardner_ Would love to see Xabi coaching Barca"
X Link 2024-02-10T19:24Z [----] followers, [----] engagements

"@NealGardner_ Disgusting"
X Link 2024-02-27T13:11Z [----] followers, [----] engagements

"@Bri_an2 @dembouz you should be ashamed of yourself"
X Link 2024-04-11T08:20Z [----] followers, [----] engagements

"@liron @taylenarare Condemning the fucking atrocities Hamas committed dipshit. One atrocity cannot be justified by committing another. Do you truly consider this boat trip to be normal"
X Link 2024-09-22T22:57Z [----] followers, [---] engagements

"As AOC once tweeted and this is related to your first photo: Just so were clear Netanyahu has lost so many people that he is addressing just a fraction of Congress. When this happens they fill the seats with non-members like what they do at award ceremonies in order to project the appearance of full attendance and support. Via @AOC"
X Link 2024-09-27T18:27Z [----] followers, 13.3K engagements

"@MattRJBrodsky @NFL He is Lebanese repping his heritage just like other coaches are repping their own ancestral countries. It is not the first time this has been done by the NFL. And no Lebanon is not run by Hezbollah"
X Link 2024-10-08T06:52Z [----] followers, [---] engagements

"@leylahamed Yes it might be a coincidence but Aaron Rodgers did have a conflict with him and we all know that star QBs often run their NFL teams not the coach"
X Link 2024-10-08T17:40Z [----] followers, [----] engagements

"@derJamesJackson Which newspaper was it"
X Link 2024-10-13T09:39Z [----] followers, [----] engagements

"@DoNotWorryPod Kess emmo. Please roast the crap out of him on your next podcast"
X Link 2024-10-23T11:19Z [----] followers, [---] engagements

"@maureenclarem A racist white man"
X Link 2024-11-06T14:06Z [----] followers, [----] engagements

"@hasanthehun Best reply to him: a brief message for all my haters. https://t.co/Oedzl3jwPC a brief message for all my haters. https://t.co/Oedzl3jwPC"
X Link 2024-11-14T15:57Z [----] followers, 60K engagements

"@Transcat14 @hasanthehun Fan boy is a huge stretch lol. I just recently started following Hasan after his coverage of the US elections. I also follow a podcast that covers the fallout between H3H and Hasan. Having a Turkish partner I found this video funny af and appropriate as a reply. Keep crying"
X Link 2024-11-14T18:32Z [----] followers, [---] engagements

"@RaduHossu Dude thank you for the summary. Convining my mom and her friends to vote for Lasconi has been a futile effort. I will never understand how people especially them having suffered through all those years of communism are still falling for Georgescus propaganda"
X Link 2024-11-29T08:08Z [----] followers, [---] engagements

"@ZaraRahim Lets just say his prices wont stay the same from now on lol"
X Link 2024-12-04T10:29Z [----] followers, [----] engagements

"@Partisangirl Then just buy a ticket to Beirut travel to Damascus and become the martyr you wish to be"
X Link 2024-12-06T00:31Z [----] followers, [----] engagements

"@nntaleb @Satyaki_R Happy new year Nassim. Please never change 🙏🏻"
X Link 2024-12-31T18:27Z [----] followers, [----] engagements

"This is not dictator-like behavior. Zelenskyy offers to step down in exchange for peace and Ukraines Nato membership https://t.co/AOC80bwA9M Zelenskyy offers to step down in exchange for peace and Ukraines Nato membership https://t.co/AOC80bwA9M"
X Link 2025-02-23T16:48Z [----] followers, [---] engagements

"@romcomsqueen @grace_degraaf I usually avoid getting involved in online discussions but stealing this entire article idea from the freelance writer who pitched it to you is very low of you. Shame"
X Link 2025-06-03T08:48Z [----] followers, 12.3K engagements

"@AzarsTweets I had sent this picture to my girlfriend earlier this week. Its a bit cheaper at Spinneys. I can get em for [----] at Rewe in Germany. Prices for groceries in Lebanon even if we buy local is on par with prices in Germany which is absolutely bonkers"
X Link 2025-07-30T22:08Z [----] followers, [---] engagements

"@Elianoayounes People are lazy"
X Link 2025-08-19T17:29Z [----] followers, [---] engagements

"@TheTennisLetter This is Irving"
X Link 2025-09-04T09:32Z [----] followers, [----] engagements

"@StockSavvyShay Congrats"
X Link 2025-09-05T10:39Z [----] followers, [---] engagements

"@ericjackson Thanks for the shoutout Eric. It was a great chat as always :)"
X Link 2025-11-01T14:21Z [----] followers, 28K engagements

"@RepBrandonGill Wow how is that even remotely close to 9/11 He is appeasing to his Arabic-speaking constituents. Chill with the xenophobia dude"
X Link 2025-11-02T11:16Z [----] followers, [----] engagements

"@ericjackson What a time to be alive and involved in the market"
X Link 2025-11-03T12:29Z [----] followers, [----] engagements

"I see your girl all the time. I don't know if she's yours or mine. #VIEWS"
X Link 2016-04-29T04:48Z [----] followers, [--] engagements

"End of an era :( https://x.com/chicagosports06/status/878040802001211392 #TBT https://t.co/P6ZXm0u9VY https://x.com/chicagosports06/status/878040802001211392 #TBT https://t.co/P6ZXm0u9VY"
X Link 2017-06-23T01:49Z [----] followers, [--] engagements

"Read this fun fact: Alcohol: [-----] US deaths per year. Cannabis: Zero. So I guess maybe next #StPatricksDaymore people need to go green 🍀"
X Link 2018-03-17T14:57Z [----] followers, [--] engagements

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

@iamfabian
/creator/twitter::iamfabian