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# ![@jor0s3n Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::2786061979.png) @jor0s3n Johan

Johan posts on X about $avgo, $nvda, $mrvl, $amd the most. They currently have XXXXX followers and X posts still getting attention that total XXX engagements in the last XX hours.

### Engagements: XXX [#](/creator/twitter::2786061979/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2786061979/c:line/m:interactions.svg)

- X Week XXXXX -XX%
- X Month XXXXXX -XX%
- X Months XXXXXXX +857%
- X Year XXXXXXX +209%

### Mentions: X [#](/creator/twitter::2786061979/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2786061979/c:line/m:posts_active.svg)

- X Week X -XX%
- X Month XX -XX%
- X Months XX +338%
- X Year XX +23%

### Followers: XXXXX [#](/creator/twitter::2786061979/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2786061979/c:line/m:followers.svg)

- X Week XXXXX -XXXX%
- X Month XXXXX +0.49%
- X Months XXXXX +4.20%
- X Year XXXXX +5.80%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::2786061979/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2786061979/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  XXXXX% [technology brands](/list/technology-brands)  XXXXX%

**Social topic influence**
[$avgo](/topic/$avgo) #228, [$nvda](/topic/$nvda) #2702, [$mrvl](/topic/$mrvl) #56, [$amd](/topic/$amd) #266, [ai](/topic/ai) 16.67%, [$intc](/topic/$intc) 16.67%, [intc](/topic/intc) 16.67%, [the ai](/topic/the-ai) 16.67%, [$besi](/topic/$besi) 16.67%, [$aixa](/topic/$aixa) XXXXX%

**Top assets mentioned**
[Broadcom, Inc. (AVGO)](/topic/$avgo) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Marvell Technology Inc (MRVL)](/topic/$mrvl) [Advanced Micro Devices (AMD)](/topic/$amd) [Intel Corporation (INTC)](/topic/$intc) [Coherent Inc (COHR)](/topic/$cohr) [Lumentum Holdings Inc. Common Stock (LITE)](/topic/$lite) [MACOM Technology Solutions Holdings, Inc (MTSI)](/topic/$mtsi)
### Top Social Posts
Top posts by engagements in the last XX hours

"Marvell $MRVL potentially acquiring Celestial AI could heat things up in the AI photonics sector. It might spark a wave of consolidation with big players (Broadcom $AVGO Nvidia $NVDA AMD $AMD Intel $INTC) eyeing Ayar Labs Lightmatter or similar startups. Or possibly accelerating their own in-house development of proprietary technologies. In a worst-case scenario for Ayar Labs with Marvell seeing Celestial AI as its primary entry point into next-gen co-packaged optics it could potentially undermine Ayar's market position and/or partnership opportunities. Celestial AI being acquired by Marvell"  
[X Link](https://x.com/jor0s3n/status/1995934415348711780)  2025-12-02T19:13Z 2261 followers, 1394 engagements


"As this piece was written early 2024 I want to add that BE Semiconductor ( $BESI ) and Aixtron ( $AIXA ) are both really interesting for this highly probable secular trend but further down the value chain (WFE)"  
[X Link](https://x.com/jor0s3n/status/1998118199125041499)  2025-12-08T19:51Z 2261 followers, XXX engagements


"With the photonics sector heating up I want to highlight my piece covering "The memory wall and its implications" what is driving the adoption of optics in datacenters and a few benefitting companies. $MRVL $COHR $LITE $MTSI $POET $NVDA $AMD $AVGO $SIVE Link in post below 👇"  
[X Link](https://x.com/jor0s3n/status/1998111157635416108)  2025-12-08T19:23Z 2261 followers, 1284 engagements