[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.] #  @jonnagap Jonnagap Jonnagap posts on X about avgo, $avgo, nvda, $nvda the most. They currently have XXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::1311905122193211392/interactions)  - X Week XXXXX -XXXX% - X Month XXXXXX +54% - X Months XXXXXX +25,417% - X Year XXXXXXX +26,539% ### Mentions: XX [#](/creator/twitter::1311905122193211392/posts_active)  - X Week XX +25% - X Month XX +15% - X Months XXX +21,700% - X Year XXX +4,280% ### Followers: XXX [#](/creator/twitter::1311905122193211392/followers)  - X Week XXX +5% - X Month XXX +22% - X Months XXX +493% ### CreatorRank: XXXXXXX [#](/creator/twitter::1311905122193211392/influencer_rank)  ### Social Influence [#](/creator/twitter::1311905122193211392/influence) --- **Social category influence** [stocks](/list/stocks) [technology brands](/list/technology-brands) [finance](/list/finance) [cryptocurrencies](/list/cryptocurrencies) **Social topic influence** [avgo](/topic/avgo), [$avgo](/topic/$avgo), [nvda](/topic/nvda) #258, [$nvda](/topic/$nvda) #553, [asml](/topic/asml), [$tsm](/topic/$tsm), [$asml](/topic/$asml), [$nu](/topic/$nu), [$meli](/topic/$meli), [investment](/topic/investment) **Top assets mentioned** [Broadcom, Inc. (AVGO)](/topic/$avgo) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Taiwan Semiconductor (TSM)](/topic/$tsm) [NuCypher (NU)](/topic/$nu) [MercadoLibre Inc (MELI)](/topic/$meli) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Booking Holdings Inc (BKNG)](/topic/$bkng) [Spacemesh (SMH)](/topic/$smh) [Advanced Micro Devices (AMD)](/topic/$amd) [Microsoft Corp. (MSFT)](/topic/$msft) ### Top Social Posts [#](/creator/twitter::1311905122193211392/posts) --- Top posts by engagements in the last XX hours "@SorbSRT @danielnewmanUV Did you read my above comment Mediatek has REPLACED Broadcom $AVGO for Googles next TPU v7 as the co-designer. This will be their first TPU without any Broadcom involvement. Its not about building parts or fabless or whatever you are implying"  [@jonnagap](/creator/x/jonnagap) on [X](/post/tweet/1947756930828538348) 2025-07-22 20:33:34 UTC XXX followers, XX engagements "@davey_juice So would wish to have a higher weight towards $NU over $MELI going forward"  [@jonnagap](/creator/x/jonnagap) on [X](/post/tweet/1947680237992763784) 2025-07-22 15:28:49 UTC XXX followers, XXX engagements "Sure being big has its disadvantages. They are easy targets and slow moving. I dont disagree. But they have the irrefutable advantage of deep pockets in this age of AI. They can buy their way into any vertical and displace any incumbent with sheer volume of investment. To me the pros far outweigh the cons you have presented. If anything they are going to be even more influential and even more powerful. You simply cannot have a portfolio thats not heavily weighted towards these giants. Thats a hard battle to overcome"  [@jonnagap](/creator/x/jonnagap) on [X](/post/tweet/1947777387904598316) 2025-07-22 21:54:51 UTC XXX followers, XX engagements "@SorbSRT @danielnewmanUV If $AVGO moat is so impenetrable how are Google and Meta both working with Mediatek instead of Broadcom on their next gen"  [@jonnagap](/creator/x/jonnagap) on [X](/post/tweet/1947749806425641465) 2025-07-22 20:05:15 UTC XXX followers, XX engagements "Heres an idea to permanently fix tbe housing shortage and runaway costs. Limit this capital gain exemption ONLY for the next X years while rich old folks unload their 2nd/3rd homes and airbnbs. And properly utilize these X years to build the foundation of how to propel home constructions nationwide for the upcoming decades to come (land reform incentivizing low cost building re-skill workers in trades like electrician plumbing etc). Sounds idealistic but I think it could set us up to not encounter these housing shortages for decades to come"  [@jonnagap](/creator/x/jonnagap) on [X](/post/tweet/1947697845210910850) 2025-07-22 16:38:47 UTC XXX followers, XXX engagements "Agree. There will come a quarter where they will declare they are going to keep capex flat or cut. Same for the other hyperscalers. As usual the market will freak out and sell off $NVDA as if AI is over and companies cannot ever slow down their capex temporarily. Thats going to be just as nonsensical as selling off $GOOG due to speed of capex spend"  [@jonnagap](/creator/x/jonnagap) on [X](/post/tweet/1948117457899831532) 2025-07-23 20:26:10 UTC XXX followers, XXX engagements "I dont entirely disagree with that. $BKNG is a middleman in a transaction and their core product is a UI that helps with comparing and making good choices. When it becomes easy for hotels to build and curate their online presence and an AI agent can help you draw contrasts between the various hotels available and pick the one that best suits you what is left for booking holdings to offer Even if they have a role to play in this future bookings is certainly not gonna be able to command a big chunk of the profits from these reservations. I dont believe that time is too far from now"  [@jonnagap](/creator/x/jonnagap) on [X](/post/tweet/1947020837112213946) 2025-07-20 19:48:36 UTC XXX followers, XXX engagements "Just going up along the vertical supply chain doesnt mean $ASML is more essential. Tsm is not subject to frequent export bans that $ASML always seems to be stuck dealing with. $TSM is starting to be local in all their key markets. Asml also has significant risks to the EUV long term story from Chinese efforts. Overall in my opinion the TSM moat is far harder to breach. My bet is on them over any other player in the semi equipment space. A close second would be $AMAT only because of the wide range of offerings"  [@jonnagap](/creator/x/jonnagap) on [X](/post/tweet/1946098090869453091) 2025-07-18 06:41:56 UTC XXX followers, XX engagements "Joseph I dont get how you were never heavily into semi names like $NVDA and $AVGO while being so bullish on AI cloud and the hyperscalers. I know you own some $ASML. But it clearly is not the layer where the money is going to be made even if it stays a monopoly. Look at it versus the $SMH semi index over the entire AI cycle. I think the value accretion chain is fabless guys like $NVDA $TSM Generalists like $AMAT $ASML $ASML may still do well. But I think it will hugely underperform the $SMH"  [@jonnagap](/creator/x/jonnagap) on [X](/post/tweet/1948120468256362590) 2025-07-23 20:38:08 UTC XXX followers, 1555 engagements "No direct competitors = No downward pricing pressure. Long $TSM is all I am thinking $NVDA may have to share a couple of slices of the cake with $AMD and others. Still super bullish for $NVDA The only one that gets to keep the whole cake for the foreseeable future is $TSM. Intel didnt even get the party invite"  [@jonnagap](/creator/x/jonnagap) on [X](/post/tweet/1947736935855698359) 2025-07-22 19:14:07 UTC XXX followers, XXX engagements "@fintegrate I completely agree. I have the exact same story with $MSFT. Its unreal. Looking back if I could do it again it should have been my biggest buy of the crash even though many other stocks have returned higher"  [@jonnagap](/creator/x/jonnagap) on [X](/post/tweet/1947690593573843348) 2025-07-22 16:09:58 UTC XXX followers, XX engagements "@RealTraderJill She was ChatGPT before there was Chatgpt 😆"  [@jonnagap](/creator/x/jonnagap) on [X](/post/tweet/1946267519607517437) 2025-07-18 17:55:11 UTC XXX followers, 1336 engagements
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@jonnagap Jonnagap
Jonnagap posts on X about avgo, $avgo, nvda, $nvda the most. They currently have XXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXX -XXXX%
- X Month XXXXXX +54%
- X Months XXXXXX +25,417%
- X Year XXXXXXX +26,539%
Mentions: XX #
- X Week XX +25%
- X Month XX +15%
- X Months XXX +21,700%
- X Year XXX +4,280%
Followers: XXX #
- X Week XXX +5%
- X Month XXX +22%
- X Months XXX +493%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence stocks technology brands finance cryptocurrencies
Social topic influence avgo, $avgo, nvda #258, $nvda #553, asml, $tsm, $asml, $nu, $meli, investment
Top assets mentioned Broadcom, Inc. (AVGO) NVIDIA Corp. (NVDA) Taiwan Semiconductor (TSM) NuCypher (NU) MercadoLibre Inc (MELI) Alphabet Inc Class A (GOOGL) Booking Holdings Inc (BKNG) Spacemesh (SMH) Advanced Micro Devices (AMD) Microsoft Corp. (MSFT)
Top Social Posts #
Top posts by engagements in the last XX hours
"@SorbSRT @danielnewmanUV Did you read my above comment Mediatek has REPLACED Broadcom $AVGO for Googles next TPU v7 as the co-designer. This will be their first TPU without any Broadcom involvement. Its not about building parts or fabless or whatever you are implying"
@jonnagap on X 2025-07-22 20:33:34 UTC XXX followers, XX engagements
"@davey_juice So would wish to have a higher weight towards $NU over $MELI going forward" @jonnagap on X 2025-07-22 15:28:49 UTC XXX followers, XXX engagements
"Sure being big has its disadvantages. They are easy targets and slow moving. I dont disagree. But they have the irrefutable advantage of deep pockets in this age of AI. They can buy their way into any vertical and displace any incumbent with sheer volume of investment. To me the pros far outweigh the cons you have presented. If anything they are going to be even more influential and even more powerful. You simply cannot have a portfolio thats not heavily weighted towards these giants. Thats a hard battle to overcome" @jonnagap on X 2025-07-22 21:54:51 UTC XXX followers, XX engagements
"@SorbSRT @danielnewmanUV If $AVGO moat is so impenetrable how are Google and Meta both working with Mediatek instead of Broadcom on their next gen" @jonnagap on X 2025-07-22 20:05:15 UTC XXX followers, XX engagements
"Heres an idea to permanently fix tbe housing shortage and runaway costs. Limit this capital gain exemption ONLY for the next X years while rich old folks unload their 2nd/3rd homes and airbnbs. And properly utilize these X years to build the foundation of how to propel home constructions nationwide for the upcoming decades to come (land reform incentivizing low cost building re-skill workers in trades like electrician plumbing etc). Sounds idealistic but I think it could set us up to not encounter these housing shortages for decades to come" @jonnagap on X 2025-07-22 16:38:47 UTC XXX followers, XXX engagements
"Agree. There will come a quarter where they will declare they are going to keep capex flat or cut. Same for the other hyperscalers. As usual the market will freak out and sell off $NVDA as if AI is over and companies cannot ever slow down their capex temporarily. Thats going to be just as nonsensical as selling off $GOOG due to speed of capex spend" @jonnagap on X 2025-07-23 20:26:10 UTC XXX followers, XXX engagements
"I dont entirely disagree with that. $BKNG is a middleman in a transaction and their core product is a UI that helps with comparing and making good choices. When it becomes easy for hotels to build and curate their online presence and an AI agent can help you draw contrasts between the various hotels available and pick the one that best suits you what is left for booking holdings to offer Even if they have a role to play in this future bookings is certainly not gonna be able to command a big chunk of the profits from these reservations. I dont believe that time is too far from now" @jonnagap on X 2025-07-20 19:48:36 UTC XXX followers, XXX engagements
"Just going up along the vertical supply chain doesnt mean $ASML is more essential. Tsm is not subject to frequent export bans that $ASML always seems to be stuck dealing with. $TSM is starting to be local in all their key markets. Asml also has significant risks to the EUV long term story from Chinese efforts. Overall in my opinion the TSM moat is far harder to breach. My bet is on them over any other player in the semi equipment space. A close second would be $AMAT only because of the wide range of offerings" @jonnagap on X 2025-07-18 06:41:56 UTC XXX followers, XX engagements
"Joseph I dont get how you were never heavily into semi names like $NVDA and $AVGO while being so bullish on AI cloud and the hyperscalers. I know you own some $ASML. But it clearly is not the layer where the money is going to be made even if it stays a monopoly. Look at it versus the $SMH semi index over the entire AI cycle. I think the value accretion chain is fabless guys like $NVDA $TSM Generalists like $AMAT $ASML $ASML may still do well. But I think it will hugely underperform the $SMH" @jonnagap on X 2025-07-23 20:38:08 UTC XXX followers, 1555 engagements
"No direct competitors = No downward pricing pressure. Long $TSM is all I am thinking $NVDA may have to share a couple of slices of the cake with $AMD and others. Still super bullish for $NVDA The only one that gets to keep the whole cake for the foreseeable future is $TSM. Intel didnt even get the party invite" @jonnagap on X 2025-07-22 19:14:07 UTC XXX followers, XXX engagements
"@fintegrate I completely agree. I have the exact same story with $MSFT. Its unreal. Looking back if I could do it again it should have been my biggest buy of the crash even though many other stocks have returned higher" @jonnagap on X 2025-07-22 16:09:58 UTC XXX followers, XX engagements
"@RealTraderJill She was ChatGPT before there was Chatgpt 😆" @jonnagap on X 2025-07-18 17:55:11 UTC XXX followers, 1336 engagements