[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.] #  @institLPGP Dave “3 and 30” Tepper Dave “3 and 30” Tepper posts on X about china, $acmr, dram, ai the most. They currently have XXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::1450922044745519111/interactions)  - X Week XXXXX +26% - X Month XXXXXXX +1,983% - X Months XXXXXXX +3,125% - X Year XXXXXXX +9,498% ### Mentions: XX [#](/creator/twitter::1450922044745519111/posts_active)  - X Week XX no change - X Month XXX +64% - X Months XXX +411% - X Year XXX +679% ### Followers: XXX [#](/creator/twitter::1450922044745519111/followers)  - X Week XXX +6.20% - X Month XXX +69% - X Months XXX +193% - X Year XXX +419% ### CreatorRank: XXXXXXX [#](/creator/twitter::1450922044745519111/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) XXXXX% [countries](/list/countries) XXXX% [currencies](/list/currencies) #3898 [technology brands](/list/technology-brands) XXXX% [finance](/list/finance) XXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% **Social topic influence** [china](/topic/china) 11.9%, [$acmr](/topic/$acmr) #3, [dram](/topic/dram) #42, [ai](/topic/ai) 9.52%, [$stx](/topic/$stx) #9, [$cien](/topic/$cien) #27, [$bldr](/topic/$bldr) #9, [$wdc](/topic/$wdc) #11, [$sndk](/topic/$sndk) #12, [stx](/topic/stx) #24 **Top accounts mentioned or mentioned by** [@thevalueist](/creator/undefined) [@jay21](/creator/undefined) [@bjackhorsman](/creator/undefined) [@tshirtnjeans2](/creator/undefined) [@conorsen](/creator/undefined) [@modestproposal1](/creator/undefined) [@ragingventures](/creator/undefined) [@gavinsbaker](/creator/undefined) [@researchqf](/creator/undefined) [@premarks](/creator/undefined) [@valueidealog](/creator/undefined) [@southernvalue95](/creator/undefined) [@sidprabhu](/creator/undefined) [@waterworldcapi1](/creator/undefined) [@revcap](/creator/undefined) [@hayekandkeynes](/creator/undefined) [@matsprogram](/creator/undefined) [@zephyrz9](/creator/undefined) [@the_jolly_co](/creator/undefined) **Top assets mentioned** [Stacks (STX)](/topic/$stx) [Ciena Corporation (CIEN)](/topic/$cien) [Builders FirstSource, Inc. (BLDR)](/topic/$bldr) [Western Digital Corp (WDC)](/topic/$wdc) [Sandisk Corporation Common Stock (SNDK)](/topic/$sndk) [Morgan Stanley (MS)](/topic/morgan-stanley) [Micron Technology, Inc. (MU)](/topic/$mu) [Intel Corporation (INTC)](/topic/$intc) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Advanced Micro Devices (AMD)](/topic/$amd) [Freeport-McMoRan Inc (FCX)](/topic/$fcx) [Teck Resources Limited (TECK)](/topic/$teck) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Amcor PLC (AMCR)](/topic/$amcr) [Lumentum Holdings Inc. Common Stock (LITE)](/topic/$lite) [MercadoLibre Inc (MELI)](/topic/$meli) [Sea Limited (SE)](/topic/$se) ### Top Social Posts Top posts by engagements in the last XX hours "Timestamp this: China WFE will blow away non-China WFE over next XX months YMTC SMIC More than XX% ACMR revenue $ACMR" [X Link](https://x.com/institLPGP/status/1995666422966747556) 2025-12-02T01:28Z XXX followers, 21K engagements "not early and not out of consensus as the long end of global rates curves already reflect Question is whether commodities do Not precious metals which are pro ZIRP This is real old school reflation Copper Aluminum $fcx $teck" [X Link](https://x.com/institLPGP/status/1998220897514148343) 2025-12-09T02:39Z XXX followers, XXX engagements "lot of market share gain at stake for u.s. and china companies I recall an afghani game whereby two sides pull apart a goat and whoever has the bigger part wins europe is the goat in this metaphor" [X Link](https://x.com/institLPGP/status/1998373544674345337) 2025-12-09T12:45Z XXX followers, XXX engagements "$stx and $wdc making new all time highs nbd" [X Link](https://x.com/institLPGP/status/1998863273870127364) 2025-12-10T21:11Z XXX followers, 1346 engagements "literally no way $acmr isn't a huge beneficiary of this if true YMTC #3 $amcr customer" [X Link](https://x.com/institLPGP/status/1991613879072485454) 2025-11-20T21:05Z XXX followers, 1309 engagements "Long $cien short $lite from here Nfa" [X Link](https://x.com/institLPGP/status/1998575678678044953) 2025-12-10T02:09Z XXX followers, XXX engagements "Duopolies (HDD) are far superior to oligopolies (NAND DRAM) when maintaining supply rationality Also HDD has far more technology complexity vs NAND and DRAM w/r/t new Chinese entrants In the AI DC explosion theme Id do it all but safest in HDD* *ad for tech risk $stx $wdc" [X Link](https://x.com/institLPGP/status/1998940165889491132) 2025-12-11T02:17Z XXX followers, 1106 engagements "@conorsen @modestproposal1 $bldr There will never be another housing start" [X Link](https://x.com/institLPGP/status/1999133099020423234) 2025-12-11T15:04Z XXX followers, XX engagements "@jay_21_ New home construction exposed I like $bldr Still cash flowing buying back stock consolidator / roll-up arbitrage beneficiary scaled technology beneficiary material AI productivity benefits in custom truss design and other logistics worksite delivery" [X Link](https://x.com/institLPGP/status/1992381876011721141) 2025-11-22T23:57Z XXX followers, XXX engagements "@zephyr_z9 Tell me you arent capable of the tech without telling me NVIDIA not interested in HBF Sandisk and SK just pissing in the wind for fun" [X Link](https://x.com/institLPGP/status/1996599872699461917) 2025-12-04T15:17Z XXX followers, XX engagements "@jay_21_ RE tx do not have inflect. New single fam supply likely does. But whats cheap in any case $bldr" [X Link](https://x.com/institLPGP/status/1997803508230431206) 2025-12-07T23:00Z XXX followers, XXX engagements "Copy paste and replace energy with memory I dont influence markets let alone anons on this website but Ill share Ive started reducing my core memory position in sandisk $sndk" [X Link](https://x.com/institLPGP/status/1998071901143683561) 2025-12-08T16:47Z XXX followers, 2840 engagements "$meli and $se by far the most crowded hedge fund tech names was cool to hear some cool original tech ideas outside the u.s. that was a decade ago still cheap classic hedge fund hotels" [X Link](https://x.com/institLPGP/status/1998223149662613802) 2025-12-09T02:48Z XXX followers, XXX engagements "yes When the DC revenue crosses the telecom re-rate. At 6x rev XX% gross margin and growing 25-30% YoY and accelerating. ai bubble over when $Cien takes out 2000 highs" [X Link](https://x.com/institLPGP/status/1998591504085053650) 2025-12-10T03:12Z XXX followers, XXX engagements "Duopolies are far superior to oligopolies when maintaining supply rationality Also HDD has far more technology complexity vs NAND and DRAM w/r/t new Chinese entrants $stx $hdd" [X Link](https://x.com/institLPGP/status/1998938835288465702) 2025-12-11T02:12Z XXX followers, X engagements "Fk $Acmr is so well positioned if this comes to fruition" [X Link](https://x.com/institLPGP/status/1997857601816842320) 2025-12-08T02:35Z XXX followers, 31K engagements "$Acmr is crushing just criminally undervalued Massive inflection Both in China and outside China X% position maybe not big enough" [X Link](https://x.com/institLPGP/status/1998577296425222268) 2025-12-10T02:15Z XXX followers, 1096 engagements "with respects to the poster. If a cloud is cash flow positive after shutting off capex they do not die. The equity gets crushed and they get acquired. the only investable clouds at the hyperscalers and nebius. Nebius gets this. Coreweave is Schrdingers cat" [X Link](https://x.com/institLPGP/status/1999202671736058183) 2025-12-11T19:40Z XXX followers, XXX 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.]
@institLPGP Dave “3 and 30” Tepper
Dave “3 and 30” Tepper posts on X about china, $acmr, dram, ai the most. They currently have XXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXX +26%
- X Month XXXXXXX +1,983%
- X Months XXXXXXX +3,125%
- X Year XXXXXXX +9,498%
Mentions: XX #
- X Week XX no change
- X Month XXX +64%
- X Months XXX +411%
- X Year XXX +679%
Followers: XXX #
- X Week XXX +6.20%
- X Month XXX +69%
- X Months XXX +193%
- X Year XXX +419%
CreatorRank: XXXXXXX #
Social Influence
Social category influence stocks XXXXX% countries XXXX% currencies #3898 technology brands XXXX% finance XXXX% cryptocurrencies XXXX%
Social topic influence china 11.9%, $acmr #3, dram #42, ai 9.52%, $stx #9, $cien #27, $bldr #9, $wdc #11, $sndk #12, stx #24
Top accounts mentioned or mentioned by @thevalueist @jay21 @bjackhorsman @tshirtnjeans2 @conorsen @modestproposal1 @ragingventures @gavinsbaker @researchqf @premarks @valueidealog @southernvalue95 @sidprabhu @waterworldcapi1 @revcap @hayekandkeynes @matsprogram @zephyrz9 @the_jolly_co
Top assets mentioned Stacks (STX) Ciena Corporation (CIEN) Builders FirstSource, Inc. (BLDR) Western Digital Corp (WDC) Sandisk Corporation Common Stock (SNDK) Morgan Stanley (MS) Micron Technology, Inc. (MU) Intel Corporation (INTC) Taiwan Semiconductor (TSM) Advanced Micro Devices (AMD) Freeport-McMoRan Inc (FCX) Teck Resources Limited (TECK) Nebius Group N.V. Class A Ordinary Shares (NBIS) Amcor PLC (AMCR) Lumentum Holdings Inc. Common Stock (LITE) MercadoLibre Inc (MELI) Sea Limited (SE)
Top Social Posts
Top posts by engagements in the last XX hours
"Timestamp this: China WFE will blow away non-China WFE over next XX months YMTC SMIC More than XX% ACMR revenue $ACMR"
X Link 2025-12-02T01:28Z XXX followers, 21K engagements
"not early and not out of consensus as the long end of global rates curves already reflect Question is whether commodities do Not precious metals which are pro ZIRP This is real old school reflation Copper Aluminum $fcx $teck"
X Link 2025-12-09T02:39Z XXX followers, XXX engagements
"lot of market share gain at stake for u.s. and china companies I recall an afghani game whereby two sides pull apart a goat and whoever has the bigger part wins europe is the goat in this metaphor"
X Link 2025-12-09T12:45Z XXX followers, XXX engagements
"$stx and $wdc making new all time highs nbd"
X Link 2025-12-10T21:11Z XXX followers, 1346 engagements
"literally no way $acmr isn't a huge beneficiary of this if true YMTC #3 $amcr customer"
X Link 2025-11-20T21:05Z XXX followers, 1309 engagements
"Long $cien short $lite from here Nfa"
X Link 2025-12-10T02:09Z XXX followers, XXX engagements
"Duopolies (HDD) are far superior to oligopolies (NAND DRAM) when maintaining supply rationality Also HDD has far more technology complexity vs NAND and DRAM w/r/t new Chinese entrants In the AI DC explosion theme Id do it all but safest in HDD* *ad for tech risk $stx $wdc"
X Link 2025-12-11T02:17Z XXX followers, 1106 engagements
"@conorsen @modestproposal1 $bldr There will never be another housing start"
X Link 2025-12-11T15:04Z XXX followers, XX engagements
"@jay_21_ New home construction exposed I like $bldr Still cash flowing buying back stock consolidator / roll-up arbitrage beneficiary scaled technology beneficiary material AI productivity benefits in custom truss design and other logistics worksite delivery"
X Link 2025-11-22T23:57Z XXX followers, XXX engagements
"@zephyr_z9 Tell me you arent capable of the tech without telling me NVIDIA not interested in HBF Sandisk and SK just pissing in the wind for fun"
X Link 2025-12-04T15:17Z XXX followers, XX engagements
"@jay_21_ RE tx do not have inflect. New single fam supply likely does. But whats cheap in any case $bldr"
X Link 2025-12-07T23:00Z XXX followers, XXX engagements
"Copy paste and replace energy with memory I dont influence markets let alone anons on this website but Ill share Ive started reducing my core memory position in sandisk $sndk"
X Link 2025-12-08T16:47Z XXX followers, 2840 engagements
"$meli and $se by far the most crowded hedge fund tech names was cool to hear some cool original tech ideas outside the u.s. that was a decade ago still cheap classic hedge fund hotels"
X Link 2025-12-09T02:48Z XXX followers, XXX engagements
"yes When the DC revenue crosses the telecom re-rate. At 6x rev XX% gross margin and growing 25-30% YoY and accelerating. ai bubble over when $Cien takes out 2000 highs"
X Link 2025-12-10T03:12Z XXX followers, XXX engagements
"Duopolies are far superior to oligopolies when maintaining supply rationality Also HDD has far more technology complexity vs NAND and DRAM w/r/t new Chinese entrants $stx $hdd"
X Link 2025-12-11T02:12Z XXX followers, X engagements
"Fk $Acmr is so well positioned if this comes to fruition"
X Link 2025-12-08T02:35Z XXX followers, 31K engagements
"$Acmr is crushing just criminally undervalued Massive inflection Both in China and outside China X% position maybe not big enough"
X Link 2025-12-10T02:15Z XXX followers, 1096 engagements
"with respects to the poster. If a cloud is cash flow positive after shutting off capex they do not die. The equity gets crushed and they get acquired. the only investable clouds at the hyperscalers and nebius. Nebius gets this. Coreweave is Schrdingers cat"
X Link 2025-12-11T19:40Z XXX followers, XXX engagements