# ![@invest_us_jp Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1741617210861457408.png) @invest_us_jp 米国株インサイト【テーマトラッカー】

米国株インサイト【テーマトラッカー】 posts on X about ai, $nvda, $pltr, $mu the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1741617210861457408/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1741617210861457408/c:line/m:interactions.svg)

- [--] Week [-------] +187%
- [--] Month [-------] +53,488%
- [--] Year [-------] +26,220%

### Mentions: [--] [#](/creator/twitter::1741617210861457408/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1741617210861457408/c:line/m:posts_active.svg)

- [--] Week [--] +417%
- [--] Month [--] +3,400%
- [--] Year [--] -75%

### Followers: [-----] [#](/creator/twitter::1741617210861457408/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1741617210861457408/c:line/m:followers.svg)

- [--] Month [-----] +26%
- [--] Months [-----] +55%
- [--] Year [-----] +99%

### CreatorRank: [-------] [#](/creator/twitter::1741617210861457408/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1741617210861457408/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  69% [technology brands](/list/technology-brands)  45% [cryptocurrencies](/list/cryptocurrencies)  #7244 [finance](/list/finance)  9% [financial services](/list/financial-services)  5% [social networks](/list/social-networks)  5% [automotive brands](/list/automotive-brands)  3% [currencies](/list/currencies)  2%

**Social topic influence**
[ai](/topic/ai) 25%, [$nvda](/topic/$nvda) 23%, [$pltr](/topic/$pltr) 14%, [$mu](/topic/$mu) 9%, [$sndk](/topic/$sndk) #83, [$msft](/topic/$msft) 6%, [meta](/topic/meta) 6%, [youtube](/topic/youtube) 5%, [$avgo](/topic/$avgo) 5%, [$ddog](/topic/$ddog) 4%

**Top accounts mentioned or mentioned by**
[@ai68883047](/creator/undefined) [@kai109soccer](/creator/undefined) [@donald1052191](/creator/undefined) [@igbukek9hw50](/creator/undefined) [@kitaikujira](/creator/undefined) [@moneytweet1118](/creator/undefined) [@usstocksinsight](/creator/undefined) [@andrewbolis](/creator/undefined) [@kitai_kujira](/creator/undefined)

**Top assets mentioned**
[NVIDIA Corp. (NVDA)](/topic/$nvda) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Micron Technology, Inc. (MU)](/topic/$mu) [Sandisk Corporation (SNDK)](/topic/$sndk) [Microsoft Corp. (MSFT)](/topic/$msft) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Datadog Inc (DDOG)](/topic/$ddog) [Validity (VAL)](/topic/$val) [Noble Corporation (NE)](/topic/$ne) [Apple, Inc. (AAPL)](/topic/$aapl) [Metadium (META)](/topic/$meta) [Planet Labs PBC (PL)](/topic/$pl) [MongoDB, Inc. (MDB)](/topic/$mdb) [Marriott International Inc (MAR)](/topic/$mar) [Dow Inc (DOW)](/topic/$dow) [Cloudflare, Inc. (NET)](/topic/$net) [Transocean LTD. (RIG)](/topic/$rig) [Coldstack (CLS)](/topic/$cls) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Marvell Technology Inc (MRVL)](/topic/$mrvl) [Western Digital Corp (WDC)](/topic/$wdc) [Carnival Corp (CCL)](/topic/$ccl) [Stacks (STX)](/topic/$stx) [Tesla, Inc. (TSLA)](/topic/$tsla) [Intuitive Machines, Inc. (LUNR)](/topic/$lunr) [Fluidity (FLY)](/topic/$fly) [BlackSky Technology Inc. (BKSY)](/topic/$bksy) [Silicon Laboratories Inc (SLAB)](/topic/$slab) [Graphic Packaging Holding Company (GPK)](/topic/$gpk) [Enphase Energy Inc (ENPH)](/topic/$enph) [Smurfit WestRock plc (SW)](/topic/$sw) [Story (IP)](/topic/$ip) [Advanced Micro Devices (AMD)](/topic/$amd) [Intuit Inc. (INTU)](/topic/$intu) [Apollo Global Management, Inc. (APO)](/topic/$apo) [Blackstone, Inc. (BX)](/topic/$bx) [Applied Digital Corp. (APLD)](/topic/$apld) [TeraWulf Inc. (WULF)](/topic/$wulf) [FIRST MAJESTIC SILVER CORP (AG)](/topic/$ag) [Coeur Mining, Inc. (CDE)](/topic/$cde) [PAN American Silver Corp (PAAS)](/topic/$paas) [Hecla Mining Company (HL)](/topic/$hl) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Salesforce Inc (CRM)](/topic/$crm) [Vistra, Corp. (VST)](/topic/$vst) [Crowdstrike Holdings Inc (CRWD)](/topic/$crwd) [Now Coin (NOW)](/topic/$now) [Teradyne, Inc. (TER)](/topic/$ter) [Rambus Inc (RMBS)](/topic/$rmbs) [XPO LOGISTICS, INC. (XPO)](/topic/$xpo) [Old Dominion Freight Line Inc (ODFL)](/topic/$odfl) [Critical Metals Corp. Ordinary Shares (CRML)](/topic/$crml) [Taseko Mines Limited (TGB)](/topic/$tgb) [Southern Copper Corporation (SCCO)](/topic/$scco) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [QUALCOMM, Inc. (QCOM)](/topic/$qcom) [Arm Holdings plc (ARM)](/topic/$arm) [McKesson Corporation (MCK)](/topic/$mck) [Cencora, Inc. (COR)](/topic/$cor) [Hershey Co (HSY)](/topic/$hsy) [Moon Tropica (CAH)](/topic/$cah) [Davita Inc (DVA)](/topic/$dva) [Diodes Inc (DIOD)](/topic/$diod) [US Foods Holding Corp. (USFD)](/topic/$usfd) [Performance Food Group Company (PFGC)](/topic/$pfgc) [Trinity Industries, Inc. (TRN)](/topic/$trn) [CBRE Group Inc (CBRE)](/topic/$cbre) [Texas Instruments (TXN)](/topic/$txn) [Quantum Computing Inc. (QUBT)](/topic/$qubt) [D-Wave Quantum Inc. (QBTS)](/topic/$qbts) [Rigetti Computing, Inc. Common Stock (RGTI)](/topic/$rgti) [Strategy (MSTR)](/topic/$mstr) [MARA Holdings, Inc. (MARA)](/topic/$mara) [CLEANSPARK INC (CLSK)](/topic/$clsk)
### Top Social Posts
Top posts by engagements in the last [--] hours

"🚀 ✅ ✅ ✅ [----] 👇 . https://stock-themes.com/ https://stock-themes.com/"  
[X Link](https://x.com/anyuser/status/2007724527611195638)  2026-01-04T08:03Z [----] followers, 397.3K engagements


"🚀 1🏆  $TER [--] $RMBS [--] 2💹3🌍4 ETF 🙇♂ https://twitter.com/i/web/status/2018470786991054863 https://twitter.com/i/web/status/2018470786991054863"  
[X Link](https://x.com/invest_us_jp/status/2018470786991054863)  2026-02-02T23:45Z [----] followers, [----] engagements


"🥇💾 $SNDK +15.5% $WDC +8.0% $STX +6.2% 🥈🚚 $XPO +10.1% $ODFL +7.5% 🥉🛳 $CCL +8.1% $NLCH +7.6% S&P5000.5%1% $NVDA -2.9% $TSLA -2% $MSFT -1.6%2 ISM47.952.65021 [--] 18%4 https://twitter.com/i/web/status/2018471149592797587 https://twitter.com/i/web/status/2018471149592797587"  
[X Link](https://x.com/invest_us_jp/status/2018471149592797587)  2026-02-02T23:46Z [----] followers, 22.1K engagements


"🥇🧲 $UAMY +22.7% $NB +21.7% $CRML +20.3% 🥈🟠 $TMQ +15.9% $TGB +14.5% $SCCO +11.7% 🥉 🚀 $LUNR +9.9% $RKLB +9.7% $FLY +9.6% 🛰 $SATL +13.6% $BKSY +10.7% $PL +4.8%  [---] [--] -2.2%+3.2% -1.6%+0.9% [--] AnthropicClaude Google GenieAI AI $SNOW $MDB $PATH PE [--] 6%4 +4.4%21 https://twitter.com/i/web/status/2018832837814911119 https://twitter.com/i/web/status/2018832837814911119"  
[X Link](https://x.com/invest_us_jp/status/2018832837814911119)  2026-02-03T23:43Z [----] followers, [----] engagements


"🥇🛜 $SLAB +48.8% 🥈☀ $ENPH +38.6% 🥉📦 $GPK +10.3% $SW +8.6% $IP +6.3% . / S&P500 $RSP +0.9%2 [--] [--] AIAI $AMD -17% $ARM -8% $QCOM -8.7% https://twitter.com/i/web/status/2019197594069790771 https://twitter.com/i/web/status/2019197594069790771"  
[X Link](https://x.com/invest_us_jp/status/2019197594069790771)  2026-02-04T23:53Z [----] followers, [----] engagements


"🥇💊 $MCK +16.5% $CAH +9.8% $COR +6.7% 🥈🩺 CAH COR $DVA +5.1% 🥉🍫 $HSY +9.0%  https://t.co/V2ceVJQjTH https://t.co/V2ceVJQjTH"  
[X Link](https://x.com/invest_us_jp/status/2019557384193188181)  2026-02-05T23:42Z [----] followers, [----] engagements


"2/10 🥇AI💿 $DDOG +13.7%🚀 $MDB +5.5% 🥈🏨 $MAR +8.5% $H +6.0% 🥉🧪 $DOW +4.7% AI1 0.6%2 $DDOG  $NET +10%🚀3 AI AltruistAI $INTU -3.7%⚠2AI $BX $APO  AI AI  [--] [--] [--] $MAR http://stock-themes.com http://stock-themes.com"  
[X Link](https://x.com/invest_us_jp/status/2021381023041454325)  2026-02-11T00:29Z [----] followers, [---] engagements


"2/10 🥇AI💿 $DDOG +13.7%🚀 $MDB +5.5% 🥈🏨 $MAR +8.5% $H +6.0% 🥉🧪 $DOW +4.7% AI1 0.6%2 $DDOG  $NET +10%🚀3 AI AltruistAI $INTU -3.7%⚠2AI $BX $APO  AI AI  [--] [--] [--] $MAR http://stock-themes.com http://stock-themes.com"  
[X Link](https://x.com/invest_us_jp/status/2021383908236103705)  2026-02-11T00:40Z [----] followers, [----] engagements


". JPAI 🚨 BREAKING: JP Morgan analysts just compiled a list of [--] software stocks that they believe 'are AI resistant'. What do you think of their list https://t.co/Lazgi36dc7 🚨 BREAKING: JP Morgan analysts just compiled a list of [--] software stocks that they believe 'are AI resistant'. What do you think of their list https://t.co/Lazgi36dc7"  
[X Link](https://x.com/invest_us_jp/status/2021506676227268785)  2026-02-11T08:48Z [----] followers, [----] engagements


"https://x.com/invest_us_jp/status/2021383908236103705s=20 2/10 🥇AI💿 $DDOG +13.7%🚀 $MDB +5.5% 🥈🏨 $MAR +8.5% $H +6.0% 🥉🧪 $DOW +4.7% AI1 0.6%2 https://t.co/uSYmDJtuQD https://x.com/invest_us_jp/status/2021383908236103705s=20 2/10 🥇AI💿 $DDOG +13.7%🚀 $MDB +5.5% 🥈🏨 $MAR +8.5% $H +6.0% 🥉🧪 $DOW +4.7% AI1 0.6%2 https://t.co/uSYmDJtuQD"  
[X Link](https://x.com/invest_us_jp/status/2021506775984623884)  2026-02-11T08:49Z [----] followers, [----] engagements


".🙏 $SNDK PER [---] PER 🌟 $SNDK  $WDC SanDisk5750 [----] https://t.co/M86Q9veyDy 🌟 $SNDK  $WDC SanDisk5750 [----] https://t.co/M86Q9veyDy"  
[X Link](https://x.com/invest_us_jp/status/2021520918368211214)  2026-02-11T09:45Z [----] followers, 43.2K engagements


". 🥇 $DIOD +26.4% 🥈 $VAL +10.8% $RIG +10.3% $NE +5.0% 🥉 $SNDK +10.5% $MU +9.9% 1AI1 22/9 $VAL $RIG VAL +34% RIG +6% 5% 10% $NE   1FRB AI3 $U [--] AI https://twitter.com/i/web/status/2021734447738196077 https://twitter.com/i/web/status/2021734447738196077"  
[X Link](https://x.com/invest_us_jp/status/2021734447738196077)  2026-02-11T23:53Z [----] followers, 39.5K engagements


"RT @AI68883047: ✍✍"  
[X Link](https://x.com/anyuser/status/2021738722581230054)  2026-02-12T00:10Z [----] followers, [--] engagements


"@AI68883047 😊"  
[X Link](https://x.com/invest_us_jp/status/2021740756701216960)  2026-02-12T00:18Z [----] followers, [--] engagements


"RT @iGbuKEk9hw50: 👏 #"  
[X Link](https://x.com/anyuser/status/2021752180412481781)  2026-02-12T01:04Z [----] followers, [--] engagements


"2008👇 FRB FRB2 0.25%288% [--] FRBKevin Warsh45%   2024120%202617% https://www.cnbc.com/2026/02/11/david-einhorn-says-the-fed-will-cut-substantially-more-than-two-times-so-hes-betting-big-on-gold.html https://www.cnbc.com/2026/02/11/david-einhorn-says-the-fed-will-cut-substantially-more-than-two-times-so-hes-betting-big-on-gold.html"  
[X Link](https://x.com/invest_us_jp/status/2021805832514789434)  2026-02-12T04:37Z [----] followers, [----] engagements


"@kitai_kujira 🙏"  
[X Link](https://x.com/invest_us_jp/status/2021813560255688802)  2026-02-12T05:08Z [----] followers, [--] engagements


".   FRB https://www.bloomberg.com/jp/news/articles/2026-02-12/TABKK4KK3NY900 https://www.bloomberg.com/jp/news/articles/2026-02-12/TABKK4KK3NY900"  
[X Link](https://x.com/invest_us_jp/status/2021882028120314131)  2026-02-12T09:40Z [----] followers, [----] engagements


"https://x.com/invest_us_jp/status/2021805832514789434s=20 2008👇 FRB FRB2 0.25%288% https://x.com/invest_us_jp/status/2021805832514789434s=20 2008👇 FRB FRB2 0.25%288%"  
[X Link](https://x.com/invest_us_jp/status/2021882108504158319)  2026-02-12T09:40Z [----] followers, [----] engagements


"$SNDK PTS +16% .🙏 $SNDK PER [---] https://t.co/CuCbRwYOty .🙏 $SNDK PER [---] https://t.co/CuCbRwYOty"  
[X Link](https://x.com/invest_us_jp/status/2021892706520416623)  2026-02-12T10:22Z [----] followers, 23.1K engagements


"=AI👇 2/12 🥇 $USFD +13.4% $PFGC +8.6% 🥈 $STX +5.9% $SNDK +5.2% 🥉 $TRN +9.1% [--]  $AAPL -5.0% $META -2.8%3 10(-5.2%)1(-5.0%) AI  $CBRE $Z 2-20% AI "AIAI" 22V Research "AI" Vital Knowledge AI [--] ✅ ✅ ✅ ✅ https://twitter.com/i/web/status/2022098073263223233 https://twitter.com/i/web/status/2022098073263223233"  
[X Link](https://x.com/invest_us_jp/status/2022098073263223233)  2026-02-12T23:58Z [----] followers, [----] engagements


"$SLAB +49% $TXN http://stock-themes.com/market-movers 🥇🛜 $SLAB +48.8% 🥈☀ $ENPH +38.6% 🥉📦 $GPK +10.3% $SW +8.6% $IP +6.3% . / https://t.co/YJ8WZPHPpX http://stock-themes.com/market-movers 🥇🛜 $SLAB +48.8% 🥈☀ $ENPH +38.6% 🥉📦 $GPK +10.3% $SW +8.6% $IP +6.3% . / https://t.co/YJ8WZPHPpX"  
[X Link](https://x.com/invest_us_jp/status/2019264048156889562)  2026-02-05T04:17Z [----] followers, [----] engagements


"2/6 🚀 🥇⚛ $QUBT +20.7% $QBTS +20.4% $RGTI +18.3% 🥈 $MSTR +26.1% $MARA +22.4% $CLSK +22.0% 🥉☁ $APLD +25.5% $CRWV +20.5% $WULF +19.9% 🐱🐂. http://stock-themes.com/ http://stock-themes.com/"  
[X Link](https://x.com/invest_us_jp/status/2019956937333567974)  2026-02-07T02:10Z [----] followers, [----] engagements


"2/9 🥇👷🏼 $VAL +34.3% $NE +6.8% $RIG +5.9% 🥈☁ $WULF +16.5% $CIFR +13.7% $CORZ +10.3% 🥉⚪ $AG +8.1% $CDE +7.4% $PAAS +6.8% ☢🕹🚀 [--] [--] $ORCL +7%D.A. DavidsonOpen AI $MNDY -21% $CIEN +6.7% $CRDO +24%  +8% +2.5%4 http://stock-themes.com/ http://stock-themes.com/"  
[X Link](https://x.com/invest_us_jp/status/2021003806071525750)  2026-02-09T23:30Z [----] followers, [----] engagements


"🥇 $RIG +8.3% $VAL +8.0% $NE +7.6% 🥈 $HL +8.2% $CDE +7.1% $AG +6.4% 🥉 $SATL +10.2% $SPIR +5.9% $PL +5.2% 2/12👇 1CPI CPI+2.5%21 S&P500 [--] $HOOD  $COIN +17% $ELF +10% $ROKU +9%3 [--] $PL  [--] $AMZN [--] FCF  👇 http://stock-themes.com http://stock-themes.com"  
[X Link](https://x.com/invest_us_jp/status/2022465526392652054)  2026-02-14T00:18Z [----] followers, [----] engagements


"$NVDA -10% GroqLPU4/18 $META LLaMA 3GPU2NVIDIAAI Groq  https://groq.com/ https://venturebeat.com/ai/groqs-breakthrough-ai-chip-achieves-blistering-800-tokens-per-second-on-metas-llama-3/ https://groq.com/ https://venturebeat.com/ai/groqs-breakthrough-ai-chip-achieves-blistering-800-tokens-per-second-on-metas-llama-3/"  
[X Link](https://x.com/anyuser/status/1781678437670998449)  2024-04-20T13:36Z [----] followers, 185.8K engagements


"note Groq [--] GPUAICUDA $NVDA https://note.com/tender_deer595/n/ncc5bde50e13e https://note.com/tender_deer595/n/ncc5bde50e13e"  
[X Link](https://x.com/anyuser/status/1782698343078269194)  2024-04-23T09:09Z [----] followers, 28.3K engagements


"note  AI $TSLA https://note.com/tender_deer595/n/n586752caeade https://note.com/tender_deer595/n/n586752caeade"  
[X Link](https://x.com/anyuser/status/1785271791587614958)  2024-04-30T11:35Z [----] followers, 22.3K engagements


"note AI8  DCF/PER  . https://note.com/tender_deer595/n/n8a3487775363 https://note.com/tender_deer595/n/n8a3487775363"  
[X Link](https://x.com/anyuser/status/1788881952562610276)  2024-05-10T10:41Z [----] followers, 23.1K engagements


"note -  AI GPU $NVDA https://note.com/tender_deer595/n/ne8f88c7803df https://note.com/tender_deer595/n/ne8f88c7803df"  
[X Link](https://x.com/anyuser/status/1789546079333347565)  2024-05-12T06:40Z [----] followers, 23.7K engagements


"note ChatGPT-4o $AAPL $NVDA $MSFT $META CEO #ChatGPT #ChatGPT4o https://note.com/tender_deer595/n/n39862fd6e93e https://note.com/tender_deer595/n/n39862fd6e93e"  
[X Link](https://x.com/anyuser/status/1790341689607074208)  2024-05-14T11:21Z [----] followers, 23.7K engagements


"note [--]  https://note.com/tender_deer595/n/n73ffb77db22c https://note.com/tender_deer595/n/n73ffb77db22c"  
[X Link](https://x.com/invest_us_jp/status/1791445911480205815)  2024-05-17T12:29Z [----] followers, [----] engagements


"5/22 24/424/7 vs 24/424/7 24/724/4QoQ9%40% $NVDA"  
[X Link](https://x.com/anyuser/status/1792779554794373502)  2024-05-21T04:48Z [----] followers, 65.6K engagements


"$NVDA Q Q"70%" QQoQ [---] https://x.com/invest_us_jp/status/1792779554794373502 5/22 24/424/7 vs 24/424/7 24/724/4QoQ9%40% $NVDA https://t.co/DpusIZf64Q https://x.com/invest_us_jp/status/1792779554794373502 5/22 24/424/7 vs 24/424/7 24/724/4QoQ9%40% $NVDA https://t.co/DpusIZf64Q"  
[X Link](https://x.com/invest_us_jp/status/1793389507703906712)  2024-05-22T21:12Z [----] followers, 16.9K engagements


"note - AI  AI $NVDA $MU $SMCI $AMD $DELL https://note.com/tender_deer595/n/n7fb11e091aa6 https://note.com/tender_deer595/n/n7fb11e091aa6"  
[X Link](https://x.com/anyuser/status/1793604098505523620)  2024-05-23T11:25Z [----] followers, 11.5K engagements


"@Money_tweet1118 PER https://note.com/tender_deer595/n/nde59e2fb249b https://note.com/tender_deer595/n/nde59e2fb249b"  
[X Link](https://x.com/invest_us_jp/status/1798559033521320098)  2024-06-06T03:34Z [----] followers, 14.9K engagements


"Satori Fund  $NVDA 23-432 AIAI VC2023AINVIDIA50030 AI AIAIAI AIAIAI note AIAI https://note.com/tender_deer595/n/n73a3eb1b7c95 With $NVDA becoming the second most valuable company in the world yesterday I thought it worthwhile to lay out my thoughts both near-term and longer-term depending on your time horizon. My belief is that over the next 3-4 years Nvidia revenues are likely to roughly triple from https://note.com/tender_deer595/n/n73a3eb1b7c95 With $NVDA becoming the second most valuable company in the world yesterday I thought it worthwhile to lay out my thoughts both near-term and"  
[X Link](https://x.com/anyuser/status/1798822847688933471)  2024-06-06T21:02Z [----] followers, 35.2K engagements


"$PLTR CEOLLM ➁LLM ➁ AI Platform70 2Chief Digital Officer$60M$100M LLM AICEO https://youtu.be/CmpQTrnL3kot=1494 https://youtu.be/CmpQTrnL3kot=1494"  
[X Link](https://x.com/anyuser/status/1799007303368360175)  2024-06-07T09:15Z [----] followers, [----] engagements


"note AI GPU NVDA . $NVDA https://note.com/tender_deer595/n/nddb972474755 https://note.com/tender_deer595/n/nddb972474755"  
[X Link](https://x.com/anyuser/status/1803349080137146814)  2024-06-19T08:48Z [----] followers, 73.5K engagements


"🤔 $NVDA $PLTR"  
[X Link](https://x.com/anyuser/status/1804117400755015840)  2024-06-21T11:41Z [----] followers, [----] engagements


"$PLTR -7% Crespi Hardt20Saas SaasAI $PLTR Monness Crespi Hardt analyst Brian White slapped Palantir with a downgrade ($20 pt). Most of his argument centers around sector weakness in SaaS spending. It was a weaker quarter for the sector with many issuing softer guidance. Palantir meanwhile is accelerating. https://t.co/yucZg8rCb2 $PLTR Monness Crespi Hardt analyst Brian White slapped Palantir with a downgrade ($20 pt). Most of his argument centers around sector weakness in SaaS spending. It was a weaker quarter for the sector with many issuing softer guidance. Palantir meanwhile is"  
[X Link](https://x.com/anyuser/status/1804340067831550239)  2024-06-22T02:26Z [----] followers, [----] engagements


"@kai109soccer 2🙇♂"  
[X Link](https://x.com/invest_us_jp/status/1805550250918396065)  2024-06-25T10:34Z [----] followers, 19.9K engagements


"$MU  HBMPER CNBC🤔 https://note.com/tender_deer595/n/nf557d44e8138 https://note.com/tender_deer595/n/nf557d44e8138"  
[X Link](https://x.com/anyuser/status/1805923328731066474)  2024-06-26T11:17Z [----] followers, 179.3K engagements


"$MU AI https://x.com/invest_us_jp/status/1805550250918396065 @kai109soccer 2🙇♂ https://t.co/5VSgLW2M5i https://x.com/invest_us_jp/status/1805550250918396065 @kai109soccer 2🙇♂ https://t.co/5VSgLW2M5i"  
[X Link](https://x.com/anyuser/status/1805924962563408044)  2024-06-26T11:23Z [----] followers, 18.4K engagements


"note -8%  DRAM AI $MU https://note.com/tender_deer595/n/n2532862fd576 https://note.com/tender_deer595/n/n2532862fd576"  
[X Link](https://x.com/anyuser/status/1806280676070850903)  2024-06-27T10:57Z [----] followers, 28.2K engagements


"$MU HBM HBM 2024511% 202485% 20258"  
[X Link](https://x.com/anyuser/status/1806281652026687809)  2024-06-27T11:01Z [----] followers, 45K engagements


"$MU 🔼😳 GS: $138$158 JPMorgan: $130$180 Needham: $120$150 KeyBanc: $150$160 Piper Sandler: $130$150"  
[X Link](https://x.com/anyuser/status/1806295250828194125)  2024-06-27T11:55Z [----] followers, 37.9K engagements


"$MU TD Cowen: $150$160 🤔 https://x.com/invest_us_jp/status/1806295250828194125 $MU 🔼😳 GS: $138$158 JPMorgan: $130$180 Needham: $120$150 KeyBanc: $150$160 Piper Sandler: $130$150 https://t.co/BJ2n9zR7HQ https://x.com/invest_us_jp/status/1806295250828194125 $MU 🔼😳 GS: $138$158 JPMorgan: $130$180 Needham: $120$150 KeyBanc: $150$160 Piper Sandler: $130$150 https://t.co/BJ2n9zR7HQ"  
[X Link](https://x.com/anyuser/status/1806302663883313162)  2024-06-27T12:24Z [----] followers, [----] engagements


"PCE. 🤔   SNS $DJTWW +20%"  
[X Link](https://x.com/anyuser/status/1806656241701458406)  2024-06-28T11:49Z [----] followers, 22.1K engagements


"$MU 50🤔 https://x.com/invest_us_jp/status/1806280676070850903 note -8%  DRAM AI $MU https://t.co/Qf1nOBwbqo https://x.com/invest_us_jp/status/1806280676070850903 note -8%  DRAM AI $MU https://t.co/Qf1nOBwbqo"  
[X Link](https://x.com/anyuser/status/1808231359691084070)  2024-07-02T20:08Z [----] followers, [----] engagements


"note     AI NY https://note.com/tender_deer595/n/nfa53203cba61 https://note.com/tender_deer595/n/nfa53203cba61"  
[X Link](https://x.com/invest_us_jp/status/1808461015623078109)  2024-07-03T11:21Z [----] followers, 27.3K engagements


"$PLTR +5% https://x.com/invest_us_jp/status/1804113473368134000 note AIAI $PLTR https://t.co/bPML14QhJR https://x.com/invest_us_jp/status/1804113473368134000 note AIAI $PLTR https://t.co/bPML14QhJR"  
[X Link](https://x.com/invest_us_jp/status/1809319873639755953)  2024-07-05T20:14Z [----] followers, 20.9K engagements


"$PLTR +1.7%+0.9% Youtube3.5K https://youtu.be/klOJVVU_MB0si=qPkX4xsvvA-ym_nn https://youtu.be/klOJVVU_MB0si=qPkX4xsvvA-ym_nn"  
[X Link](https://x.com/anyuser/status/1810608664430129282)  2024-07-09T09:35Z [----] followers, 36.5K engagements


"Youtube 🙇♂ $NVDA https://www.youtube.com/watchv=9qz88OUf16M&t=268s https://www.youtube.com/watchv=9qz88OUf16M&t=268s"  
[X Link](https://x.com/invest_us_jp/status/1811023334580293836)  2024-07-10T13:03Z [----] followers, [----] engagements


"AI - YouTube📺 7/17 ASMLAI2Q  https://youtu.be/5zZoWUqz06E https://youtu.be/5zZoWUqz06E"  
[X Link](https://x.com/invest_us_jp/status/1813204036541456436)  2024-07-16T13:28Z [----] followers, 26.8K engagements


"$ASML -6% ASMLAI🤔 EUR4.4Bn5.6 Q7.66.7-7.3  https://x.com/invest_us_jp/status/1813461488864055312 https://x.com/invest_us_jp/status/1813461488864055312"  
[X Link](https://x.com/anyuser/status/1813499556660953163)  2024-07-17T09:02Z [----] followers, 21.3K engagements


"$ASML $NVDA ASML🤔 $ASML -6% ASMLAI🤔 EUR4.4Bn5.6 Q7.66.7-7.3 $ASML -6% ASMLAI🤔 EUR4.4Bn5.6 Q7.66.7-7.3"  
[X Link](https://x.com/invest_us_jp/status/1813526745833959534)  2024-07-17T10:50Z [----] followers, [----] engagements


"YouTube📺 AI TSMC $TSM 🫡 https://youtu.be/bwL2TPOpS2Q https://youtu.be/bwL2TPOpS2Q"  
[X Link](https://x.com/anyuser/status/1813898284521701712)  2024-07-18T11:27Z [----] followers, 19.2K engagements


"YouTube📺 [--] https://youtu.be/L8fGB-CcAWw https://youtu.be/L8fGB-CcAWw"  
[X Link](https://x.com/invest_us_jp/status/1817438137683234908)  2024-07-28T05:53Z [----] followers, [----] engagements


"$PLTR PLTR https://www.youtube.com/@us_stocks_insight https://www.youtube.com/@us_stocks_insight"  
[X Link](https://x.com/anyuser/status/1821131133494624532)  2024-08-07T10:27Z [----] followers, 40.9K engagements


"$PLTR +11% https://x.com/invest_us_jp/status/1821131133494624532 $PLTR PLTR https://t.co/t1uXdB9cAq https://t.co/y9C7AOtoaj https://x.com/invest_us_jp/status/1821131133494624532 $PLTR PLTR https://t.co/t1uXdB9cAq https://t.co/y9C7AOtoaj"  
[X Link](https://x.com/invest_us_jp/status/1821642181549113818)  2024-08-08T20:18Z [----] followers, [----] engagements


"$PLTR DatabricksMicrosoft Fabric --------- DatabricksDatabricksAI AIPArtificial Intelligence PlatformDatabricks Unity CatalogGenie FabricDatabricks Ontology is the biggest advantage of $PLTR after I finally understand what it does. I am a heavy Databricks user yes it can also enable the usage of GenAI but all I can do with it is some fancy demos to impress managers the real value is quite low. Implementing those kinds of https://t.co/COFiZVB4SO Ontology is the biggest advantage of $PLTR after I finally understand what it does. I am a heavy Databricks user yes it can also enable the usage of"  
[X Link](https://x.com/invest_us_jp/status/1824641314312667345)  2024-08-17T02:56Z [----] followers, 15.7K engagements


"$PLTR databricks Vege $PLTR  PF databricksPF  $PLTR  PF databricksPF"  
[X Link](https://x.com/invest_us_jp/status/1825502960132165834)  2024-08-19T11:59Z [----] followers, [----] engagements


"$NVDA -6% EPS $50Bn QoQ👇3"  
[X Link](https://x.com/invest_us_jp/status/1828910892748288004)  2024-08-28T21:41Z [----] followers, 25K engagements


"$PLTR S&P500 . Potential S&P [---] inclusion candidate this Friday 👀 $PLTR https://t.co/tLxgmtdmAq Potential S&P [---] inclusion candidate this Friday 👀 $PLTR https://t.co/tLxgmtdmAq"  
[X Link](https://x.com/invest_us_jp/status/1832007956692689207)  2024-09-06T10:48Z [----] followers, 11.3K engagements


"YouTube https://youtu.be/KEKRTJSmDwMsi=rWc1_hHgUtErv1IQ https://youtu.be/KEKRTJSmDwMsi=rWc1_hHgUtErv1IQ"  
[X Link](https://x.com/invest_us_jp/status/1837784270674579855)  2024-09-22T09:21Z [----] followers, [----] engagements


"🙇 FOMCSEP  PCE(2.9%)"  
[X Link](https://x.com/anyuser/status/1869351800861773830)  2024-12-18T11:59Z [----] followers, 46.7K engagements


"FOMC ✅ SEP [--] (FF)3.9% vs FOMC3.9% / 263.6% vs 3.4% ✅ ✅2.9%3.0% ✅as we think about further cuts we're going to be looking for progress on inflation  ✅  FOMCPC👇 https://usstocksinsight.github.io/stock_chart/ 🙇 FOMCSEP https://usstocksinsight.github.io/stock_chart/ 🙇 FOMCSEP"  
[X Link](https://x.com/anyuser/status/1869612390284927237)  2024-12-19T05:15Z [----] followers, 12.7K engagements


"159FOMCPC PER ➁ FRB ➁ 4.47% 1) FOMC 2) A)B) C) A)FOMCFF2.9%3.0%B)FRBC)FOMC https://usstocksinsight.github.io/stock_chart/ https://usstocksinsight.github.io/stock_chart/"  
[X Link](https://x.com/anyuser/status/1869689926683701758)  2024-12-19T10:23Z [----] followers, [----] engagements


"5 11/11S&P TSLA AMZN GOOGL META NFLX AI DCF $AMZN $CLS / $ALAB EPS $AVGO $MRVL $TKO WWENetflix"  
[X Link](https://x.com/anyuser/status/1870081338340192522)  2024-12-20T12:18Z [----] followers, 14.5K engagements


"Stargate $MSFT MSFTOpenAIOpenAI MSFT OpenAIMSFT MSTF OpenAIAGI MSFT OpenAIMSFT Microsoft CEO Satya Nadella was just asked on CNBC where OpenAI and Microsoft $MSFT are not in alignment https://t.co/VsBssdaYDJ Microsoft CEO Satya Nadella was just asked on CNBC where OpenAI and Microsoft $MSFT are not in alignment https://t.co/VsBssdaYDJ"  
[X Link](https://x.com/anyuser/status/1882397388532498722)  2025-01-23T11:58Z [----] followers, 14K engagements


"A) AI B)  C) AIAI D) E) AB $NVDA $AVGO $MRVL $AMAT $GEV $VST AFCF $MSFT $AMZN $GOOGL $META C $AAPL $CRM CB $PLTR D $HD $DHI $RKT ED (IPP)"  
[X Link](https://x.com/invest_us_jp/status/1883973929322308067)  2025-01-27T20:22Z [----] followers, [----] engagements


"Deepseek AIAI PER / PER(NTM) $CRWD +12% / 102x $PATH +11% / 31x $HUBS +10% / 90x $SNOW +10% / 217x $CFLT +10% / 106x $DDOG +10% / 81x $CRM +8% / 33x"  
[X Link](https://x.com/invest_us_jp/status/1884353569836724301)  2025-01-28T21:31Z [----] followers, 10.1K engagements


"DepSeekAI $NVDA 4% 15% 22%"  
[X Link](https://x.com/invest_us_jp/status/1884725042640282017)  2025-01-29T22:07Z [----] followers, 81.1K engagements


"AI GPU  $CLS () +34% $VST () +29% $AVGO () +8% $MRVL () 11% $NVDA  DepSeekAI $NVDA 4% 15% https://t.co/7ng8nIR4E9  DepSeekAI $NVDA 4% 15% https://t.co/7ng8nIR4E9"  
[X Link](https://x.com/anyuser/status/1885288865172500535)  2025-01-31T11:27Z [----] followers, 71.9K engagements


"$PLTR AI $MSFT $NOW 👇 https://note.com/tender_deer595/n/n0ba557bd2df9 https://note.com/tender_deer595/n/n0ba557bd2df9"  
[X Link](https://x.com/anyuser/status/1886736043426373827)  2025-02-04T11:18Z [----] followers, 20.1K engagements


"202547% $AVGO $NVDA Good news for the AI trade and $NVDA: Google says Capex in [----] will be $75B up 47% y/y. The Street had been excepting 18% growth. Good news for the AI trade and $NVDA: Google says Capex in [----] will be $75B up 47% y/y. The Street had been excepting 18% growth"  
[X Link](https://x.com/invest_us_jp/status/1886905668978024537)  2025-02-04T22:32Z [----] followers, 57.5K engagements


"$GOOGL Waymo One [--]  GOWaymoWaymo20253 https://t.co/9WBbJO3aCQ https://t.co/9dUMhci5ka GOWaymoWaymo20253 https://t.co/9WBbJO3aCQ https://t.co/9dUMhci5ka"  
[X Link](https://x.com/invest_us_jp/status/1886947664752992271)  2025-02-05T01:19Z [----] followers, 15K engagements


"2025 202547% $AVGO $NVDA 202547% $AVGO $NVDA"  
[X Link](https://x.com/invest_us_jp/status/1887106728917176470)  2025-02-05T11:51Z [----] followers, 65.6K engagements


"$NVDA [------] 4👇 https://note.com/tender_deer595/n/n3ee628205518 https://note.com/tender_deer595/n/n3ee628205518"  
[X Link](https://x.com/invest_us_jp/status/1887107879838023850)  2025-02-05T11:55Z [----] followers, 82.1K engagements


"2025 $NVDA $MRVL $NVDA $AVGO [----] https://t.co/WLJV9KpIPU [----] https://t.co/WLJV9KpIPU"  
[X Link](https://x.com/anyuser/status/1887667833741713528)  2025-02-07T01:00Z [----] followers, 39K engagements


"AI DeepSeek AIAILLM MSFT META GOOG AMZN AI META () MSFT META GOOG AMZN AI META ()"  
[X Link](https://x.com/invest_us_jp/status/1887839298415919136)  2025-02-07T12:22Z [----] followers, 12.2K engagements


"$PLTR & $HIMS EPS EPSEPS1  $NVDA / $SOFI https://t.co/CChWMiPcT3 EPSEPS1  $NVDA / $SOFI https://t.co/CChWMiPcT3"  
[X Link](https://x.com/invest_us_jp/status/1890714240522031410)  2025-02-15T10:46Z [----] followers, 60.7K engagements


"$GRAB +8% PER 👇 https://www.notion.so/Grab-GRAB-19e6a19656f58076a448eb35a81b0b57 https://www.notion.so/Grab-GRAB-19e6a19656f58076a448eb35a81b0b57"  
[X Link](https://x.com/anyuser/status/1892173536472474079)  2025-02-19T11:25Z [----] followers, [----] engagements


"$PLTR (-10% / -5%) AIAI $MSFT $NOW"  
[X Link](https://x.com/anyuser/status/1892382091393876062)  2025-02-20T01:13Z [----] followers, 27.3K engagements


"https://note.com/tender_deer595/n/nb82d28632f58 https://note.com/tender_deer595/n/nb82d28632f58"  
[X Link](https://x.com/invest_us_jp/status/1893315579227836432)  2025-02-22T15:03Z [----] followers, 15.1K engagements


"$NVDA 18%4%8% [--] [---] [--] CFOQ26/1Q 5QQ GPUNVDA 6BlackwellQGB200 NVL72 7%Blackwell60"  
[X Link](https://x.com/invest_us_jp/status/1895437187535311118)  2025-02-28T11:33Z [----] followers, 15.6K engagements


"note202547000 https://note.com/tender_deer595/n/n91009cacc60e https://note.com/tender_deer595/n/n91009cacc60e"  
[X Link](https://x.com/invest_us_jp/status/1896527608667631644)  2025-03-03T11:46Z [----] followers, 11K engagements


"note  https://note.com/tender_deer595/n/n023299a6e47f https://note.com/tender_deer595/n/n023299a6e47f"  
[X Link](https://x.com/invest_us_jp/status/1899765501028647055)  2025-03-12T10:12Z [----] followers, [----] engagements


"/// https://note.com/tender_deer595/n/n05f6d522107c https://note.com/tender_deer595/n/n05f6d522107c"  
[X Link](https://x.com/invest_us_jp/status/1907695614361846197)  2025-04-03T07:24Z [----] followers, 18.9K engagements


"VIXFRB $QQQ $SPY https://note.com/notes/n724ff87cb9a4/landing https://note.com/notes/n724ff87cb9a4/landing"  
[X Link](https://x.com/invest_us_jp/status/1908899312828141825)  2025-04-06T15:07Z [----] followers, 28.8K engagements


"/ $AAPL  note"  
[X Link](https://x.com/anyuser/status/1911620770221924367)  2025-04-14T03:21Z [----] followers, 11.3K engagements


"@AndrewBolis Canva"  
[X Link](https://x.com/invest_us_jp/status/2009755333288439996)  2026-01-09T22:33Z [----] followers, [---] engagements


"🥇AI $CLS +4.4% $SANM +3.9% 🥈 $MTSI +8.1% $LITE +6.3% $FN +5.6% 🥉 $THO +6.8% http://stock-themes.com http://stock-themes.com"  
[X Link](https://x.com/invest_us_jp/status/2011213375016222930)  2026-01-13T23:06Z [----] followers, 11.5K engagements


"🥇 $VAL +6.7% $NE +4.4% 🥈 $NET +9.2% $CRWD +3.5% 🥉AI $GDS +9.3% $KC +8.2% 🤔 http://stock-themes.com http://stock-themes.com"  
[X Link](https://x.com/invest_us_jp/status/2015931059163300290)  2026-01-26T23:33Z [----] followers, 14.1K engagements


"🥇🚢 $RCL +18.6% $NCLH +10.3% $CCL +8.4% 🥈LCC🛫 $LUV +18.5% 🥉🔌 $MOD +20.4% $TT +8.1% S&P5001.5%  $RCL . [--] 10%AI [--]  [--] [--] https://twitter.com/i/web/status/2017023452750950857 https://twitter.com/i/web/status/2017023452750950857"  
[X Link](https://x.com/invest_us_jp/status/2017023452750950857)  2026-01-29T23:54Z [----] followers, 37.7K engagements


"💪 🥇 $IAG +15.5% $KGC +8.6% $AU +7.9% 🥈 $HL +6.4% $PAAS +6.2% 🥉 $UMC +15.9% $GFS +5.8% $SNDK +9.6% $CELH +4.2% $MNST +4.2% http://stock-themes.com http://stock-themes.com"  
[X Link](https://x.com/invest_us_jp/status/2013749642559963160)  2026-01-20T23:05Z [----] followers, [----] engagements


"🥇🛰 $SATL +19.7% $BKSY +10.6% $PL +8.5% 🥈🚀 $RDW +29.4% $FLY +16.4% $LUNR +10.1% 🥉 $NUAI +19.9% $IREN +14.6% $APLD +14.1% ☢ $UROY +13.9% 🤖 $RR +44.6% http://stock-themes.com/ http://stock-themes.com/"  
[X Link](https://x.com/invest_us_jp/status/2016291766614556988)  2026-01-27T23:26Z [----] followers, [----] engagements


"🥇 $VZ +11.8% 🥈TV $CHTR +7.6% 🥉 $APD +6.4% [--] FRB [--] [--] https://twitter.com/i/web/status/2017382071996715403 https://twitter.com/i/web/status/2017382071996715403"  
[X Link](https://x.com/invest_us_jp/status/2017382071996715403)  2026-01-30T23:39Z [----] followers, [----] engagements

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