[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.] #  @insane_analyst Irrational Analysis Irrational Analysis posts on X about $alab, $intc, meta, samsung the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours. ### Engagements: XXXXXX [#](/creator/twitter::1772469987279839232/interactions)  - X Week XXXXXXX +283% - X Month XXXXXXX +532% - X Months XXXXXXXXX +1,511% - X Year XXXXXXXXX +35,981% ### Mentions: XX [#](/creator/twitter::1772469987279839232/posts_active)  - X Week XX +20% - X Month XX +81% - X Months XXX +189% - X Year XXX +1,365% ### Followers: XXXXX [#](/creator/twitter::1772469987279839232/followers)  - X Week XXXXX +16% - X Month XXXXX +61% - X Months XXXXX +207% - X Year XXXXX +1,435% ### CreatorRank: XXXXXXX [#](/creator/twitter::1772469987279839232/influencer_rank)  ### Social Influence [#](/creator/twitter::1772469987279839232/influence) --- **Social category influence** [stocks](/list/stocks) XXXXX% [technology brands](/list/technology-brands) XXXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [finance](/list/finance) XXXX% [countries](/list/countries) XXXX% **Social topic influence** [$alab](/topic/$alab) #8, [$intc](/topic/$intc) #124, [meta](/topic/meta) 1.75%, [samsung](/topic/samsung) #3083, [2x](/topic/2x) #1185, [$sndk](/topic/$sndk) #4, [why is](/topic/why-is) #752, [build a](/topic/build-a) 0.88%, [has been](/topic/has-been) 0.88%, [xiaomi](/topic/xiaomi) XXXX% **Top accounts mentioned or mentioned by** [@alex_intel_](/creator/undefined) [@diamondrapids](/creator/undefined) [@jukanlosreve](/creator/undefined) [@tbu12345678](/creator/undefined) [@captainkkdk](/creator/undefined) [@mch2024](/creator/undefined) [@enertuition](/creator/undefined) [@joinyellowbrick](/creator/undefined) [@schamorro357](/creator/undefined) [@alexintel](/creator/undefined) [@firstadopter](/creator/undefined) [@mojo_flyin](/creator/undefined) [@fabknowledge](/creator/undefined) [@hamsarris6](/creator/undefined) [@g_melo_ding](/creator/undefined) [@rwang07](/creator/undefined) [@pers0naluni0n](/creator/undefined) [@siliconfly](/creator/undefined) [@lucidcap](/creator/undefined) [@khalifakkd](/creator/undefined) **Top assets mentioned** [Astera Labs, Inc. Common Stock (ALAB)](/topic/$alab) [Intel Corporation (INTC)](/topic/$intc) [Sandisk Corporation Common Stock (SNDK)](/topic/$sndk) [Eli Lilly and Company (LLY)](/topic/$lly) [QUALCOMM, Inc. (QCOM)](/topic/$qcom) [Spacemesh (SMH)](/topic/$smh) [Broadcom, Inc. (AVGO)](/topic/$avgo) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Lumentum Holdings Inc. Common Stock (LITE)](/topic/$lite) [Marvell Technology Inc (MRVL)](/topic/$mrvl) [Credo Technology Group Holding Ltd Ordinary Shares (CRDO)](/topic/$crdo) [Bloom Energy Corporation (BE)](/topic/$be) [GlobalFoundries, Inc. (GFS)](/topic/$gfs) [Axion (AXN)](/topic/axion) [Goldman Sachs (GS)](/topic/goldman-sachs) [Lam Research Corporation (LRCX)](/topic/$lrcx) ### Top Social Posts [#](/creator/twitter::1772469987279839232/posts) --- Top posts by engagements in the last XX hours "Qualcomm gona build a gigawatt worth of Arduino AI compute. /s 🤡🤡🤡🤡🤡🤡" [X Link](https://x.com/insane_analyst/status/1975589092735000642) [@insane_analyst](/creator/x/insane_analyst) 2025-10-07T15:48Z 5051 followers, 5544 engagements "Active retimed backplane 🤡" [X Link](https://x.com/insane_analyst/status/1978497893997682887) [@insane_analyst](/creator/x/insane_analyst) 2025-10-15T16:27Z 5131 followers, 6204 engagements "Meta "hates" the power draw of the dual socket Saphire Rapids drawing more power than the QLC drives. Def gona migrste to Clearwater Forrest or Turin Dense" [X Link](https://x.com/insane_analyst/status/1978868874906079528) [@insane_analyst](/creator/x/insane_analyst) 2025-10-16T17:01Z 5131 followers, 12.1K engagements "@Alex_Intel_ Nothing worth buying. Intel (though its ups and downs last XX years) has allways had leading edge fabs. Can debate if IFS is worth 0.8x book or some higher book value but it worth something. Qualcomm has modem and this has been comoditized. Apple Samsung Mediatek Xiaomi" [X Link](https://x.com/insane_analyst/status/1976744023730885116) [@insane_analyst](/creator/x/insane_analyst) 2025-10-10T20:17Z 5092 followers, XXX engagements "In the process of getting glp1. Insurance denied but whatever. Only $XXX a month out of pocket. Fuck it. I have zero willpower and am a fat clown due to my own character flaws. I give up. Gona inject myself to normal weight. 🤡 $LLY is long due to losers like me. Mildly drunk" [X Link](https://x.com/insane_analyst/status/1975380099852915032) [@insane_analyst](/creator/x/insane_analyst) 2025-10-07T01:58Z 5120 followers, 12K engagements "Partial Mea Culpa: Sandisk and Marvell" [X Link](https://x.com/insane_analyst/status/1973394826969178546) [@insane_analyst](/creator/x/insane_analyst) 2025-10-01T14:29Z 5131 followers, 25.6K engagements "Anyone know why Verizon CEO was fired today" [X Link](https://x.com/insane_analyst/status/1975207217684263387) [@insane_analyst](/creator/x/insane_analyst) 2025-10-06T14:31Z 5055 followers, 4546 engagements "$SMH is down XXX% today. My trading acc (2x levered this morning 1.4x levered at close) down 5.5%. Thanks $QCOM lol" [X Link](https://x.com/insane_analyst/status/1976740421197074562) [@insane_analyst](/creator/x/insane_analyst) 2025-10-10T20:03Z 5131 followers, 3439 engagements "All I want for Xmas is for Intel calls and Qualcomm puts to both hit" [X Link](https://x.com/insane_analyst/status/1976066139580137818) [@insane_analyst](/creator/x/insane_analyst) 2025-10-08T23:24Z 5112 followers, 3439 engagements "Ayyy lmao. Rip UALink. Rip Astera Labs" [X Link](https://x.com/insane_analyst/status/1977874900481151205) [@insane_analyst](/creator/x/insane_analyst) 2025-10-13T23:11Z 5131 followers, 122.5K engagements "Behold Sandisk and PureStorage bull case" [X Link](https://x.com/insane_analyst/status/1978865396917653602) [@insane_analyst](/creator/x/insane_analyst) 2025-10-16T16:47Z 5131 followers, 32.2K engagements "God bless Taiwan" [X Link](https://x.com/insane_analyst/status/1973664363971223888) [@insane_analyst](/creator/x/insane_analyst) 2025-10-02T08:20Z 5105 followers, 3849 engagements "Full OCP writup sched for Oct XX. (need time) Key Pts: $AVGO CPO is incredible. $NVDA CPO rumored huge ramp. $LITE estimates comically too low. $MRVL AEC (Alaska) very good. Shorting $CRDO against this interesting. Massive positive $SNDK and $BE. UALink ded. $ALAB fucked" [X Link](https://x.com/insane_analyst/status/1978903970094502298) [@insane_analyst](/creator/x/insane_analyst) 2025-10-16T19:20Z 5131 followers, 30.5K engagements "@MCH2024 Nah. Those tranceivers were manufactured in 2022. Zoom in to read lable. I think AMD just slotted in old competative analysis units in my mistake. Prod was never gona use NV tranceivers" [X Link](https://x.com/insane_analyst/status/1978862308039205204) [@insane_analyst](/creator/x/insane_analyst) 2025-10-16T16:35Z 5127 followers, 2128 engagements "Ok. I think after OpenAI Nvidia/AMD/Broadcom deals. Intel Foundry (advanced packaging) is next. EMIB is the same as CoWoS-L conceptually. Amkor can re-bump TSMC dice. Intel has massive advanced packaging capacity idle" [X Link](https://x.com/insane_analyst/status/1977751418556588144) [@insane_analyst](/creator/x/insane_analyst) 2025-10-13T15:00Z 5131 followers, 17.6K engagements "@Alex_Intel_ Mostly" [X Link](https://x.com/insane_analyst/status/1978880368683159927) [@insane_analyst](/creator/x/insane_analyst) 2025-10-16T17:47Z 5095 followers, XXX engagements "$INTC should trade at 2X the P/B of $GFS. This ratio is still 1" [X Link](https://x.com/insane_analyst/status/1971610118631604364) [@insane_analyst](/creator/x/insane_analyst) 2025-09-26T16:17Z 5096 followers, 14.8K engagements "@semiDL If you never need to replace it. Why does that matter" [X Link](https://x.com/insane_analyst/status/1978522746087776675) [@insane_analyst](/creator/x/insane_analyst) 2025-10-15T18:05Z 5093 followers, XXX engagements "AMD removed all of the Nvidia 800G tranceivers from Helios rack. Next time use LITE or COHR tranceivers lol" [X Link](https://x.com/insane_analyst/status/1978855702169854189) [@insane_analyst](/creator/x/insane_analyst) 2025-10-16T16:08Z 5131 followers, 59K engagements "ToC of upcoming OCP post. Quick update on AMD thing. Some of you taking this way too seriously. NV transceivers in Helios demo rack manufactured Sep 2022 over X yr ago. Prob old comp analysis parts and someone made **hilarious** mistake. Literally does not matter. Just funny" [X Link](https://x.com/insane_analyst/status/1979027566284394630) [@insane_analyst](/creator/x/insane_analyst) 2025-10-17T03:31Z 5130 followers, 8466 engagements "Bro you lost Axion to GUC and Trainium to Alchip. You cant talk about chips you dont make anymore" [X Link](https://x.com/insane_analyst/status/1960460417127604545) [@insane_analyst](/creator/x/insane_analyst) 2025-08-26T21:52Z 5120 followers, 12.7K engagements "@EnerTuition @KhalifaKKD @viggy_krishnan @TBU12345678 Alchip yes Mediatek no. That 224G SerDes hype is based on bad information. None of the MTK bulls actually understand concatonated error codes" [X Link](https://x.com/insane_analyst/status/1947035716095279171) [@insane_analyst](/creator/x/insane_analyst) 2025-07-20T20:47Z 5098 followers, XXX engagements "TRAINIUM STRIKES AGAIN" [X Link](https://x.com/insane_analyst/status/1978949895013720510) [@insane_analyst](/creator/x/insane_analyst) 2025-10-16T22:23Z 5131 followers, 19.7K engagements "Haha yes die trash" [X Link](https://x.com/insane_analyst/status/1978156903285838192) [@insane_analyst](/creator/x/insane_analyst) 2025-10-14T17:52Z 5098 followers, 5762 engagements "Is there really no ESUN keynote All we get is one slide ðŸ˜" [X Link](https://x.com/insane_analyst/status/1977898868202479665) [@insane_analyst](/creator/x/insane_analyst) 2025-10-14T00:46Z 5110 followers, 3968 engagements "@ValueIdeaLog It does not. Broadcom has zero unrecoverable failures in the Meta testing to date. (entire swotch toast if one OE fails)" [X Link](https://x.com/insane_analyst/status/1978508100886737128) [@insane_analyst](/creator/x/insane_analyst) 2025-10-15T17:07Z 5073 followers, XXX engagements "GLP1 is miracle drug. Im legit not hungry at all" [X Link](https://x.com/insane_analyst/status/1979409301757399281) [@insane_analyst](/creator/x/insane_analyst) 2025-10-18T04:48Z 5131 followers, 5833 engagements "Uh. Why is the AMD Helios rack full of Nvidia tranceivers" [X Link](https://x.com/insane_analyst/status/1978550139603099844) [@insane_analyst](/creator/x/insane_analyst) 2025-10-15T19:54Z 5131 followers, 136.2K engagements "Gigawatt scale cloud AI means Qualcomm's edge AI strategy is gona be relavent any day now. 🤡 CONNECTED 🤡 INTELLIGENT 🤡 EDGE 🤡" [X Link](https://x.com/insane_analyst/status/1975203315970629928) [@insane_analyst](/creator/x/insane_analyst) 2025-10-06T14:15Z 5051 followers, 10.7K engagements "Marvell you better take market share from Astera Labs in switching. OCP has placed a golden oppertunity in front of u. Dont fk up ESUN" [X Link](https://x.com/insane_analyst/status/1977892673286819925) [@insane_analyst](/creator/x/insane_analyst) 2025-10-14T00:22Z 5109 followers, 8946 engagements "Trading acc update. I am ultra bullish memory (NAND in particular) semicap. Someome sent me the Goldman Sachs model for $LRCX (updated today) and it is completely wrong lmao. 🤡 Still trying to figure out $SNDK options idea. IV is trash. Prob gona try weeklies on earnings" [X Link](https://x.com/insane_analyst/status/1975959280265408748) [@insane_analyst](/creator/x/insane_analyst) 2025-10-08T16:19Z 5127 followers, 7200 engagements "Intel NVLink Fusion CPU prob gona be ready before Qualcomm's LOL. Also Samsung AI ASIC" [X Link](https://x.com/insane_analyst/status/1977885522195583046) [@insane_analyst](/creator/x/insane_analyst) 2025-10-13T23:53Z 5131 followers, 81.7K engagements "How is $INTC green lmao" [X Link](https://x.com/insane_analyst/status/1883843449864298948) [@insane_analyst](/creator/x/insane_analyst) 2025-01-27T11:44Z 5127 followers, 5592 engagements "Behold my unhinged $INTC position. Please Trump says something unhinged" [X Link](https://x.com/insane_analyst/status/1978853074635456732) [@insane_analyst](/creator/x/insane_analyst) 2025-10-16T15:58Z 5131 followers, 19.5K 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.]
@insane_analyst Irrational Analysis
Irrational Analysis posts on X about $alab, $intc, meta, samsung the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.
Engagements: XXXXXX #
- X Week XXXXXXX +283%
- X Month XXXXXXX +532%
- X Months XXXXXXXXX +1,511%
- X Year XXXXXXXXX +35,981%
Mentions: XX #
- X Week XX +20%
- X Month XX +81%
- X Months XXX +189%
- X Year XXX +1,365%
Followers: XXXXX #
- X Week XXXXX +16%
- X Month XXXXX +61%
- X Months XXXXX +207%
- X Year XXXXX +1,435%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence stocks XXXXX% technology brands XXXXX% cryptocurrencies XXXX% finance XXXX% countries XXXX%
Social topic influence $alab #8, $intc #124, meta 1.75%, samsung #3083, 2x #1185, $sndk #4, why is #752, build a 0.88%, has been 0.88%, xiaomi XXXX%
Top accounts mentioned or mentioned by @alex_intel_ @diamondrapids @jukanlosreve @tbu12345678 @captainkkdk @mch2024 @enertuition @joinyellowbrick @schamorro357 @alexintel @firstadopter @mojo_flyin @fabknowledge @hamsarris6 @g_melo_ding @rwang07 @pers0naluni0n @siliconfly @lucidcap @khalifakkd
Top assets mentioned Astera Labs, Inc. Common Stock (ALAB) Intel Corporation (INTC) Sandisk Corporation Common Stock (SNDK) Eli Lilly and Company (LLY) QUALCOMM, Inc. (QCOM) Spacemesh (SMH) Broadcom, Inc. (AVGO) NVIDIA Corp. (NVDA) Lumentum Holdings Inc. Common Stock (LITE) Marvell Technology Inc (MRVL) Credo Technology Group Holding Ltd Ordinary Shares (CRDO) Bloom Energy Corporation (BE) GlobalFoundries, Inc. (GFS) Axion (AXN) Goldman Sachs (GS) Lam Research Corporation (LRCX)
Top Social Posts #
Top posts by engagements in the last XX hours
"Qualcomm gona build a gigawatt worth of Arduino AI compute. /s 🤡🤡🤡🤡🤡🤡"
X Link @insane_analyst 2025-10-07T15:48Z 5051 followers, 5544 engagements
"Active retimed backplane 🤡"
X Link @insane_analyst 2025-10-15T16:27Z 5131 followers, 6204 engagements
"Meta "hates" the power draw of the dual socket Saphire Rapids drawing more power than the QLC drives. Def gona migrste to Clearwater Forrest or Turin Dense"
X Link @insane_analyst 2025-10-16T17:01Z 5131 followers, 12.1K engagements
"@Alex_Intel_ Nothing worth buying. Intel (though its ups and downs last XX years) has allways had leading edge fabs. Can debate if IFS is worth 0.8x book or some higher book value but it worth something. Qualcomm has modem and this has been comoditized. Apple Samsung Mediatek Xiaomi"
X Link @insane_analyst 2025-10-10T20:17Z 5092 followers, XXX engagements
"In the process of getting glp1. Insurance denied but whatever. Only $XXX a month out of pocket. Fuck it. I have zero willpower and am a fat clown due to my own character flaws. I give up. Gona inject myself to normal weight. 🤡 $LLY is long due to losers like me. Mildly drunk"
X Link @insane_analyst 2025-10-07T01:58Z 5120 followers, 12K engagements
"Partial Mea Culpa: Sandisk and Marvell"
X Link @insane_analyst 2025-10-01T14:29Z 5131 followers, 25.6K engagements
"Anyone know why Verizon CEO was fired today"
X Link @insane_analyst 2025-10-06T14:31Z 5055 followers, 4546 engagements
"$SMH is down XXX% today. My trading acc (2x levered this morning 1.4x levered at close) down 5.5%. Thanks $QCOM lol"
X Link @insane_analyst 2025-10-10T20:03Z 5131 followers, 3439 engagements
"All I want for Xmas is for Intel calls and Qualcomm puts to both hit"
X Link @insane_analyst 2025-10-08T23:24Z 5112 followers, 3439 engagements
"Ayyy lmao. Rip UALink. Rip Astera Labs"
X Link @insane_analyst 2025-10-13T23:11Z 5131 followers, 122.5K engagements
"Behold Sandisk and PureStorage bull case"
X Link @insane_analyst 2025-10-16T16:47Z 5131 followers, 32.2K engagements
"God bless Taiwan"
X Link @insane_analyst 2025-10-02T08:20Z 5105 followers, 3849 engagements
"Full OCP writup sched for Oct XX. (need time) Key Pts: $AVGO CPO is incredible. $NVDA CPO rumored huge ramp. $LITE estimates comically too low. $MRVL AEC (Alaska) very good. Shorting $CRDO against this interesting. Massive positive $SNDK and $BE. UALink ded. $ALAB fucked"
X Link @insane_analyst 2025-10-16T19:20Z 5131 followers, 30.5K engagements
"@MCH2024 Nah. Those tranceivers were manufactured in 2022. Zoom in to read lable. I think AMD just slotted in old competative analysis units in my mistake. Prod was never gona use NV tranceivers"
X Link @insane_analyst 2025-10-16T16:35Z 5127 followers, 2128 engagements
"Ok. I think after OpenAI Nvidia/AMD/Broadcom deals. Intel Foundry (advanced packaging) is next. EMIB is the same as CoWoS-L conceptually. Amkor can re-bump TSMC dice. Intel has massive advanced packaging capacity idle"
X Link @insane_analyst 2025-10-13T15:00Z 5131 followers, 17.6K engagements
"@Alex_Intel_ Mostly"
X Link @insane_analyst 2025-10-16T17:47Z 5095 followers, XXX engagements
"$INTC should trade at 2X the P/B of $GFS. This ratio is still 1"
X Link @insane_analyst 2025-09-26T16:17Z 5096 followers, 14.8K engagements
"@semiDL If you never need to replace it. Why does that matter"
X Link @insane_analyst 2025-10-15T18:05Z 5093 followers, XXX engagements
"AMD removed all of the Nvidia 800G tranceivers from Helios rack. Next time use LITE or COHR tranceivers lol"
X Link @insane_analyst 2025-10-16T16:08Z 5131 followers, 59K engagements
"ToC of upcoming OCP post. Quick update on AMD thing. Some of you taking this way too seriously. NV transceivers in Helios demo rack manufactured Sep 2022 over X yr ago. Prob old comp analysis parts and someone made hilarious mistake. Literally does not matter. Just funny"
X Link @insane_analyst 2025-10-17T03:31Z 5130 followers, 8466 engagements
"Bro you lost Axion to GUC and Trainium to Alchip. You cant talk about chips you dont make anymore"
X Link @insane_analyst 2025-08-26T21:52Z 5120 followers, 12.7K engagements
"@EnerTuition @KhalifaKKD @viggy_krishnan @TBU12345678 Alchip yes Mediatek no. That 224G SerDes hype is based on bad information. None of the MTK bulls actually understand concatonated error codes"
X Link @insane_analyst 2025-07-20T20:47Z 5098 followers, XXX engagements
"TRAINIUM STRIKES AGAIN"
X Link @insane_analyst 2025-10-16T22:23Z 5131 followers, 19.7K engagements
"Haha yes die trash"
X Link @insane_analyst 2025-10-14T17:52Z 5098 followers, 5762 engagements
"Is there really no ESUN keynote All we get is one slide ðŸ˜"
X Link @insane_analyst 2025-10-14T00:46Z 5110 followers, 3968 engagements
"@ValueIdeaLog It does not. Broadcom has zero unrecoverable failures in the Meta testing to date. (entire swotch toast if one OE fails)"
X Link @insane_analyst 2025-10-15T17:07Z 5073 followers, XXX engagements
"GLP1 is miracle drug. Im legit not hungry at all"
X Link @insane_analyst 2025-10-18T04:48Z 5131 followers, 5833 engagements
"Uh. Why is the AMD Helios rack full of Nvidia tranceivers"
X Link @insane_analyst 2025-10-15T19:54Z 5131 followers, 136.2K engagements
"Gigawatt scale cloud AI means Qualcomm's edge AI strategy is gona be relavent any day now. 🤡 CONNECTED 🤡 INTELLIGENT 🤡 EDGE 🤡"
X Link @insane_analyst 2025-10-06T14:15Z 5051 followers, 10.7K engagements
"Marvell you better take market share from Astera Labs in switching. OCP has placed a golden oppertunity in front of u. Dont fk up ESUN"
X Link @insane_analyst 2025-10-14T00:22Z 5109 followers, 8946 engagements
"Trading acc update. I am ultra bullish memory (NAND in particular) semicap. Someome sent me the Goldman Sachs model for $LRCX (updated today) and it is completely wrong lmao. 🤡 Still trying to figure out $SNDK options idea. IV is trash. Prob gona try weeklies on earnings"
X Link @insane_analyst 2025-10-08T16:19Z 5127 followers, 7200 engagements
"Intel NVLink Fusion CPU prob gona be ready before Qualcomm's LOL. Also Samsung AI ASIC"
X Link @insane_analyst 2025-10-13T23:53Z 5131 followers, 81.7K engagements
"How is $INTC green lmao"
X Link @insane_analyst 2025-01-27T11:44Z 5127 followers, 5592 engagements
"Behold my unhinged $INTC position. Please Trump says something unhinged"
X Link @insane_analyst 2025-10-16T15:58Z 5131 followers, 19.5K engagements