# ![@hhuang Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::54811865.png) @hhuang Hao Huang

Hao Huang posts on X about ai, bullish, vix, $nvda the most. They currently have [------] followers and [----] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::54811865/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::54811865/c:line/m:interactions.svg)

- [--] Week [-------] +2.60%
- [--] Month [---------] +599%
- [--] Months [---------] +1,092%
- [--] Year [----------] +354%

### Mentions: [--] [#](/creator/twitter::54811865/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::54811865/c:line/m:posts_active.svg)

- [--] Week [--] -65%
- [--] Month [---] +123%
- [--] Months [-----] +1,330%
- [--] Year [-----] +307%

### Followers: [------] [#](/creator/twitter::54811865/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::54811865/c:line/m:followers.svg)

- [--] Week [------] +0.81%
- [--] Month [------] +78%
- [--] Months [------] +109%
- [--] Year [------] +167%

### CreatorRank: [-------] [#](/creator/twitter::54811865/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::54811865/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  #5683 [stocks](/list/stocks)  [technology brands](/list/technology-brands)  [countries](/list/countries)  [cryptocurrencies](/list/cryptocurrencies)  [social networks](/list/social-networks)  [automotive brands](/list/automotive-brands)  [currencies](/list/currencies)  [us election](/list/us-election)  [travel destinations](/list/travel-destinations) 

**Social topic influence**
[ai](/topic/ai), [bullish](/topic/bullish) #48, [vix](/topic/vix), [$nvda](/topic/$nvda) #2599, [$orcl](/topic/$orcl), [china](/topic/china), [nvda](/topic/nvda) #265, [fomc](/topic/fomc), [open ai](/topic/open-ai), [stocks](/topic/stocks)

**Top accounts mentioned or mentioned by**
[@tshirtnjeans2](/creator/undefined) [@diyas1989](/creator/undefined) [@david88lee](/creator/undefined) [@mat78704](/creator/undefined) [@balder13946731](/creator/undefined) [@hhuang](/creator/undefined) [@zephyrz9](/creator/undefined) [@tjresearch01](/creator/undefined) [@frankyluan](/creator/undefined) [@corsica267](/creator/undefined) [@edgerunner17888](/creator/undefined) [@brucecmaster](/creator/undefined) [@shanghaojin](/creator/undefined) [@ynzchn1545156](/creator/undefined) [@antonlavay](/creator/undefined) [@himself65](/creator/undefined) [@ryanhingshing](/creator/undefined) [@mylittleoreo1](/creator/undefined) [@venusinox1](/creator/undefined) [@elcidowneador](/creator/undefined)

**Top assets mentioned**
[NVIDIA Corp. (NVDA)](/topic/$nvda) [Oracle Corporation (ORCL)](/topic/$orcl) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Credo Technology Group Holding Ltd (CRDO)](/topic/$crdo) [Sandisk Corporation (SNDK)](/topic/$sndk) [AppLovin Corporation (APP)](/topic/$app) [Lumentum Holdings Inc. Common Stock (LITE)](/topic/$lite) [Microsoft Corp. (MSFT)](/topic/$msft) [Intel Corporation (INTC)](/topic/$intc) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Apple, Inc. (AAPL)](/topic/$aapl) [Applied Optoelectronics, Inc. (AAOI)](/topic/$aaoi) [Tesla, Inc. (TSLA)](/topic/$tsla) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Eli Lilly and Company (LLY)](/topic/$lly) [Advanced Micro Devices (AMD)](/topic/$amd) [GE Vernova Inc. (GEV)](/topic/$gev) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Micron Technology, Inc. (MU)](/topic/$mu) [Marvell Technology Inc (MRVL)](/topic/$mrvl) [Astera Labs, Inc. (ALAB)](/topic/$alab) [Coherent Inc (COHR)](/topic/$cohr)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@belliedmonkey leadOpenAIARR$2B$80Barrproduct market fit OAIall in"  
[X Link](https://x.com/hhuang/status/1790405590860320877)  2024-05-14T15:35Z [---] followers, [--] engagements


"@bboczeng [---] wwdccall"  
[X Link](https://x.com/hhuang/status/1800614819265229241)  2024-06-11T19:43Z [---] followers, [--] engagements


"@bboczeng nvdacallseeking alphanvdacallalphaapplAIwwdcamznawsleadershipbezostemugoogaileadershipopenai"  
[X Link](https://x.com/hhuang/status/1806376341799092449)  2024-06-27T17:17Z [---] followers, [--] engagements


"@bboczeng wwdccall"  
[X Link](https://x.com/hhuang/status/1806381029172916637)  2024-06-27T17:36Z [---] followers, [--] engagements


"@bboczeng NVDAIV48IV rank67call"  
[X Link](https://x.com/hhuang/status/1806889255761047956)  2024-06-29T03:15Z [---] followers, [--] engagements


"@bboczeng morgan Stanleylol"  
[X Link](https://x.com/hhuang/status/1808268236896850237)  2024-07-02T22:35Z [---] followers, [--] engagements


"1. investmenttrading [--]. [--]. amdRedditSea😭"  
[X Link](https://x.com/hhuang/status/1811091721973027178)  2024-07-10T17:34Z [---] followers, [--] engagements


"All in $LLY"  
[X Link](https://x.com/hhuang/status/1812326658734731598)  2024-07-14T03:22Z [---] followers, [---] engagements


"@amitisinvesting You know what. A16Z was all in Web3 before and didnt get much exposure in the AI wave. A16Zs reputation would be totally fucked up if they cant give their LPs an acceptable return on all of those Web3 investments"  
[X Link](https://x.com/hhuang/status/1813715407729045910)  2024-07-17T23:20Z [---] followers, [---] engagements


"@turingou VIX17"  
[X Link](https://x.com/hhuang/status/1814338559618560196)  2024-07-19T16:36Z [---] followers, [--] engagements


"@StockMKTNewz Stop raising PT on $AMZN please That motherfucker wont stop selling and keep the price under $200 forever"  
[X Link](https://x.com/hhuang/status/1815624491499700495)  2024-07-23T05:46Z [---] followers, [--] engagements


"@htsfhickey However consumer wireless postpaid phone gross adds is +12% YoY. Would the decline in upgrades category really be the concern Wondering about your thoughts"  
[X Link](https://x.com/hhuang/status/1815775464658698395)  2024-07-23T15:46Z [---] followers, [----] engagements


"spacetoCOpenAI1/41/2 toC"  
[X Link](https://x.com/hhuang/status/1816525236499808676)  2024-07-25T17:25Z [----] followers, [--] engagements


"@Tsla99T teslacfa Morgan Stanley$310$56$56"  
[X Link](https://x.com/hhuang/status/1816531296811725056)  2024-07-25T17:49Z [---] followers, [--] engagements


"@TJ_Research01 teslacfaMorgan Stanley$310$56$5620236"  
[X Link](https://x.com/hhuang/status/1816532431861592442)  2024-07-25T17:54Z [---] followers, [--] engagements


"@WenBananas @TradingThomas3 agreed $msft yes $aapl no"  
[X Link](https://x.com/hhuang/status/1817308603617087676)  2024-07-27T21:18Z [---] followers, [---] engagements


"Wait did Fox News also betray Trump Im sure Trump will enjoy watching Fox today as they review their latest polls. https://t.co/8GbIap6Erh Im sure Trump will enjoy watching Fox today as they review their latest polls. https://t.co/8GbIap6Erh"  
[X Link](https://x.com/hhuang/status/1817673608539578592)  2024-07-28T21:28Z [----] followers, [---] engagements


"@RZLHongKong @bboczeng This is an old news released right after WWDC. Apples AI is [--] layer architecture the first two layers were trained with Google TPU the 3rd layer can access any top LLMs"  
[X Link](https://x.com/hhuang/status/1818060361624600938)  2024-07-29T23:05Z [----] followers, [---] engagements


"@qlOMH0roFX4oCdE @Bank_of_Japan_j"  
[X Link](https://x.com/hhuang/status/1818495209162129630)  2024-07-31T03:53Z [---] followers, [--] engagements


"@Wisedadii @leadlagreport Injected Zepbound from $LLY barely ate for two days but felt full of energy"  
[X Link](https://x.com/hhuang/status/1818528219777118349)  2024-07-31T06:04Z [---] followers, [--] engagements


"@BourbonFps NVDA"  
[X Link](https://x.com/hhuang/status/1819092309268746520)  2024-08-01T19:26Z [---] followers, [---] engagements


"@TJ_Research01"  
[X Link](https://x.com/hhuang/status/1819582769737224245)  2024-08-03T03:55Z [---] followers, [--] engagements


"takeaways from todays Inside Economic podcast: [--]. No signs of recession [--]. Job market is strong but cooled down. [--]. seasonal factors like hurricanes but not significant [--]. Unemployment rate raise is mostly from supply by immigrants not decreasing demand https://podcasts.apple.com/us/podcast/moodys-talks-inside-economics/id1559966912i=1000664176395 https://podcasts.apple.com/us/podcast/moodys-talks-inside-economics/id1559966912i=1000664176395"  
[X Link](https://x.com/hhuang/status/1819584222715433299)  2024-08-03T04:00Z [----] followers, [----] engagements


"@rickawsb lollong nvda short amd"  
[X Link](https://x.com/hhuang/status/1819600120977252673)  2024-08-03T05:04Z [---] followers, [--] engagements


"@raikk61 Sorry I was wrong. [--]. Rumor around std cell failure under high voltage [--]. MS said: any original design issues can be solved by the software system. NVIDIA improve Blackwells stability by replacing a few photomasks i.e. re-spin. The re-spin of Blackwell has completed at TSMC"  
[X Link](https://x.com/hhuang/status/1819799826852368603)  2024-08-03T18:17Z [---] followers, [---] engagements


"@amitisinvesting Not owning a single share of $pltr. But any good news in the market is great today"  
[X Link](https://x.com/hhuang/status/1820571048619937976)  2024-08-05T21:22Z [---] followers, [---] engagements


"@amitisinvesting Just lost $10K in the options today by betting on the ER. Im bullish on $HOOD I think it will take off after the interest cut for sure. A take away for me is gambling on the ER of those small cap stocks is too risky. I should have just bought both shares and leap call options"  
[X Link](https://x.com/hhuang/status/1821585063236214917)  2024-08-08T16:31Z [----] followers, [---] engagements


"@unusual_whales He would get class action lawsuits for this comment if the stock price keeps declining in the future"  
[X Link](https://x.com/hhuang/status/1821662863217586456)  2024-08-08T21:40Z [----] followers, [---] engagements


"Two key releases to watch out this week which might crash the market: [--]. 08/14 CPI. LOW risk. Est +0.2% MoM. Higher than expected would cause the rate cut to delay. [--]. 08/15 Retail Sales. MEDIUM risk. +0.4% MoM. Lower than expected would bring the fear of recession back again"  
[X Link](https://x.com/hhuang/status/1823012966654181517)  2024-08-12T15:05Z [----] followers, [----] engagements


"Buying 09/18 $VIX calls is a smart strategy of buying insurance which can cover [--] upcoming big events on 08/15(retails sales) 09/06(employment data) 09/18(FOMC). It doesnt necessarily mean you are bearish on the market its just an INSURANCE Who is buying all these 9/18 $23 $VIX calls Who is buying all these 9/18 $23 $VIX calls"  
[X Link](https://x.com/hhuang/status/1823400911743672485)  2024-08-13T16:47Z [----] followers, [----] engagements


"@DeItaone NVM Chinese data center market is negligible for $NVDA. Besides 910C can't even beat NVDA's customized version H20 for China not to mention the upcoming B20"  
[X Link](https://x.com/hhuang/status/1823433170802610591)  2024-08-13T18:55Z [----] followers, [---] engagements


"MSs latest check on the B series delay of $NVDA : We see no shipment schedule change for Blackwell GPUs and related server components in 4Q24. GB200 server rack system rollout timing could be pushed out 1-2 months to November with volume shipments in 1Q25"  
[X Link](https://x.com/hhuang/status/1823743183773106602)  2024-08-14T15:27Z [----] followers, [----] engagements


"I declare this is the start of furious BULL market ALL IN until mid September U.S RETAIL SALES (MOM) (JUL) ACTUAL: 1.0% VS 0.0% PREVIOUS; EST 0.4% U.S CORE RETAIL SALES (MOM) (JUL) ACTUAL: 0.4% VS 0.4% PREVIOUS; EST 0.1% U.S RETAIL SALES (MOM) (JUL) ACTUAL: 1.0% VS 0.0% PREVIOUS; EST 0.4% U.S CORE RETAIL SALES (MOM) (JUL) ACTUAL: 0.4% VS 0.4% PREVIOUS; EST 0.1%"  
[X Link](https://x.com/hhuang/status/1824063875152756760)  2024-08-15T12:41Z [----] followers, 21.8K engagements


"@TShirtnJeans2 Yes Its kind of risky to me. But we will see how market would react to a more likely 25bps cut"  
[X Link](https://x.com/hhuang/status/1824088268763541842)  2024-08-15T14:18Z [----] followers, [---] engagements


"@TShirtnJeans2 I totally agree. My point is I will be staying vigilant to these events. Although my concern around recession was totally gone the volatility could be high around the mid of September. I would stop buying and harvest the gain at that time. Also buy VIX call as the insurance"  
[X Link](https://x.com/hhuang/status/1824098218155917805)  2024-08-15T14:57Z [----] followers, [---] engagements


"The dilemma for YCAI investments [--]. If staying away they might miss out 1-2 opportunities of breaking out. And no other sexy areas with high alpha ATM. [--]. If aggressively investing its extremely risky as OpenAI/Meta can expand their platform relentlessly and kill everything We see this happening now at YC. The next two years will happen very fast. Eric Schmidt is right about this https://t.co/vuaAJiXlfY https://t.co/IIg4s0STTY We see this happening now at YC. The next two years will happen very fast. Eric Schmidt is right about this https://t.co/vuaAJiXlfY https://t.co/IIg4s0STTY"  
[X Link](https://x.com/hhuang/status/1824812110439989644)  2024-08-17T14:14Z [----] followers, [----] engagements


"I dont think its likely for Powell to deliver such aggressively dovish messages. If this is true then the market would be over pricing in 50bps cut in the following month which would cause high volatility on 09/06 and 09/18. Will buy vix call to hedge if this is true"  
[X Link](https://x.com/hhuang/status/1825611292658512380)  2024-08-19T19:10Z [----] followers, [----] engagements


"Closed the calls bought last Thursday. will buy $SPY calls on this Thursday and Friday spread in $565/$570/$575 expiring on 09/13 and 09/20"  
[X Link](https://x.com/hhuang/status/1826023997622071713)  2024-08-20T22:30Z [----] followers, [----] engagements


"His Craft venture blindly invested into SAAS sectors in [----] with tons of investments at 100x ARR valuation. given the current public markets valuation in SAAS(10Xish) and the deflation of Software by GenAI. His funds IRR would be miserable and I feel so sorry for his LP. Real galaxy clown brain stuff to think it's vindication when the same agency you say is perpetrating the conspiracy then comes out and "debunks" it themselves. https://t.co/QLbMtzlqY7 Real galaxy clown brain stuff to think it's vindication when the same agency you say is perpetrating the conspiracy then comes out and"  
[X Link](https://x.com/hhuang/status/1826360336217502025)  2024-08-21T20:46Z [----] followers, [----] engagements


"@chartfleau @The_RockTrading Nice video How did you make it Thanks"  
[X Link](https://x.com/hhuang/status/1826760535687528658)  2024-08-22T23:17Z [----] followers, [--] engagements


"@Mr_Derivatives $MSFT is already overweight in HF/LO and was heavily cut in MF there is no upside until liquidity recovers after fed rate cuts"  
[X Link](https://x.com/hhuang/status/1827482742147445231)  2024-08-24T23:06Z [----] followers, [----] engagements


"This is why you should always long $LLY Its literally the fucking SUBSCRIPTION model which is the best business model on the earth. Can you image a Netflix with 10M subscribers paying $1000 per month The Sky Is The Limit GLP-1 drugs like Ozempic and Zepbound lead to dramatic weight-loss. But when treatment stops the weight loss appears to reverse ⚖💉 https://t.co/KZWNnfLg93 GLP-1 drugs like Ozempic and Zepbound lead to dramatic weight-loss. But when treatment stops the weight loss appears to reverse ⚖💉 https://t.co/KZWNnfLg93"  
[X Link](https://x.com/hhuang/status/1827837008343163113)  2024-08-25T22:34Z [----] followers, [----] engagements


"Finally we can safely assume the JPY carry trade was mostly unwind. USD/JPY threatening to take out the early August lows. This might mean something to somebody https://t.co/Sq4vecIl87 USD/JPY threatening to take out the early August lows. This might mean something to somebody https://t.co/Sq4vecIl87"  
[X Link](https://x.com/hhuang/status/1827864870961992047)  2024-08-26T00:25Z [----] followers, [----] engagements


"Jim please say more about why we should short $NVDA before the ER Your endorsement is vital for us to gain more confidence into the bullish. Just now long piece about how Nvidia's earnings report may be not as imperative as people think it to be. Sorry only for CNBC Investing Club members. Just now long piece about how Nvidia's earnings report may be not as imperative as people think it to be. Sorry only for CNBC Investing Club members"  
[X Link](https://x.com/hhuang/status/1827898064453177666)  2024-08-26T02:37Z [----] followers, [----] engagements


"this is published on 08/03 with title Market down 1% amid global equity market sell-off and the first charts data was the end of July. I dont lie and you guys need to pay more premium to access the more accurate information"  
[X Link](https://x.com/hhuang/status/1827946786243428754)  2024-08-26T05:50Z [----] followers, [----] engagements


"@unusual_whales Good news: Jim Cramer said this weeks earnings fail to wow Bad news: You must keep the faith in Nvidia"  
[X Link](https://x.com/hhuang/status/1828148820468998478)  2024-08-26T19:13Z [----] followers, [----] engagements


"Outsiders dont realize how impactful the Zepbound vials would be for $LLY. 1st photo is my injection pen of Zepbound. 2nd one is the vials. What limits the cost and supply of Zepbound is the PEN not medicine. I can foresee $LLY will easily gain a market cap size 🟰 $NFLX soon"  
[X Link](https://x.com/hhuang/status/1828489906794176545)  2024-08-27T17:49Z 24.2K followers, [----] engagements


"Also I can safely declare its a disastrous event for $HIMS. Im sorry for your death sentence of the growth"  
[X Link](https://x.com/hhuang/status/1828490925460553848)  2024-08-27T17:53Z [----] followers, [----] engagements


"@bboczeng fas cure utsl drn labu"  
[X Link](https://x.com/hhuang/status/1831543231752139141)  2024-09-05T04:01Z 13.1K followers, [---] engagements


"He also called out SPX will be [----] by the end of year yesterday. Lets pray together Goldmans Rubner just turned bearish after correctly calling a buy the dip opportunity during the early August pullback https://t.co/CfTolYJKTx Goldmans Rubner just turned bearish after correctly calling a buy the dip opportunity during the early August pullback https://t.co/CfTolYJKTx"  
[X Link](https://x.com/hhuang/status/1831790512778715233)  2024-09-05T20:24Z [----] followers, [----] engagements


"@TShirtnJeans2 Hopefully JPY would stabilize at the [---] level. I just think its unbelievable 10% change in currency in two months from early July then another 20% to [---] in the next six months Im a noob to the FX market and its really shocking to me"  
[X Link](https://x.com/hhuang/status/1832168849564954716)  2024-09-06T21:27Z [----] followers, [---] engagements


"@veryeasy2at I think high vol with up and down but eventually will move lower until FOMCs rate cut"  
[X Link](https://x.com/hhuang/status/1832248626674069517)  2024-09-07T02:44Z [----] followers, [---] engagements


"@The_AI_Investor Think about it if lets say the high growth speed in [----] is not sustainable to be over 100% but in the range 30-50%. Wouldnt 20X PE a reasonable multiple for a semi"  
[X Link](https://x.com/hhuang/status/1832249248085373218)  2024-09-07T02:47Z [----] followers, [----] engagements


"BLSs unemployment rate is misleading: Its 4.2% in August and 4.3% in July. Dumb people like me would think: wow 0.1% decline is significant However if you look at [--] decimals its only 0.03%(4.22% in August vs 4.25% inJuly). The rounding convention trick is at play"  
[X Link](https://x.com/hhuang/status/1832820790229967280)  2024-09-08T16:38Z [----] followers, [----] engagements


"@TShirtnJeans2 Im not optimistic about the labor market the unemployment rate change against July is marginal and might be just noise from the statistical perspective. considering the downward revisions for most months in 23/24. I think its far worse than expected and 50bps cut is necessary"  
[X Link](https://x.com/hhuang/status/1832844628221202433)  2024-09-08T18:13Z [----] followers, [---] engagements


"Its stupid to wish for crash today 0dte trade on a bounce day is brainless. The stock market will crash but not today. WE HAVE TO CRASH NOW https://t.co/2XYQCnhrfv WE HAVE TO CRASH NOW https://t.co/2XYQCnhrfv"  
[X Link](https://x.com/hhuang/status/1833150176653136024)  2024-09-09T14:27Z [----] followers, [----] engagements


"@wellwell267290 @diyas_1989 I think its too early and dangerous to short NVDA/TSM given the AI hype not ended yet. But for other semis its safe to call there is a down cycle in front of them in the next 6-12 months. Im starting shorting $MU and will find good entry point for $QCOM/$AMD/$TXN"  
[X Link](https://x.com/hhuang/status/1833251418033295575)  2024-09-09T21:09Z [----] followers, [---] engagements


"@diyas_1989 @wellwell267290 Cool. Thanks a lot for the insights So blindly short all semis in a single basket doesnt make sense. Its simply because all semi cycles are not aligned. Actually I was thinking about this question as well in the weekend and I did some research. So I started to short $MU first"  
[X Link](https://x.com/hhuang/status/1833257434384896116)  2024-09-09T21:33Z [----] followers, [---] engagements


"$UTSLyyds Utilities are outperforming tech stocks in [----] https://t.co/q2GYFnbeaN Utilities are outperforming tech stocks in [----] https://t.co/q2GYFnbeaN"  
[X Link](https://x.com/hhuang/status/1833266904494182678)  2024-09-09T22:11Z 13.1K followers, [----] engagements


"@MWM76 If $asts competes with starlink why would SpaceX launch their satellites in the future Starlink is the major revenue source(75%) for spacex"  
[X Link](https://x.com/hhuang/status/1833491294632743256)  2024-09-10T13:02Z [----] followers, [---] engagements


"@RealMattMoney @Fidelity Cant login"  
[X Link](https://x.com/hhuang/status/1833529745407119424)  2024-09-10T15:35Z [----] followers, [---] engagements


"@wellwell267290 @baijinsian XLUutsl"  
[X Link](https://x.com/hhuang/status/1833617854132031614)  2024-09-10T21:25Z 13.1K followers, [---] engagements


"@diyas_1989 @wellwell267290 @baijinsian health sector's overall forward PE is [-----] SP500's forward PE 21.21"  
[X Link](https://x.com/hhuang/status/1833628240164098325)  2024-09-10T22:06Z [----] followers, [---] engagements


"@UrretaEmma pray"  
[X Link](https://x.com/hhuang/status/1833995569150525489)  2024-09-11T22:26Z [----] followers, [---] engagements


"@TShirtnJeans2 But source also said its not a big impact. They are working on the redesign. Also its mostly impacting NVL72 not NVL36"  
[X Link](https://x.com/hhuang/status/1834628633073483977)  2024-09-13T16:22Z [----] followers, [--] engagements


"@TShirtnJeans2 I think ASIC as OAI already chose AVGO and source said they are going to order soon"  
[X Link](https://x.com/hhuang/status/1834632343770050750)  2024-09-13T16:36Z [----] followers, [---] engagements


"@diyas_1989 As a domain expert how do you think about the idea of using large SRAM in TPU such as Groq and Tenstorrent"  
[X Link](https://x.com/hhuang/status/1834668931283665268)  2024-09-13T19:02Z [----] followers, [---] engagements


"@marvid_ai it's called People You May Know proven to be a very efficient user engagement driver lol"  
[X Link](https://x.com/hhuang/status/1834690005912240486)  2024-09-13T20:25Z [----] followers, [---] engagements


"@TShirtnJeans2 Its extremely hard to predict. With your case I think the speculative funds might still buy the rumors and sell the news. So a market dip might happen in the near term but it would be a positive signal to support the rally afterwards from late October"  
[X Link](https://x.com/hhuang/status/1835687800026574867)  2024-09-16T14:30Z [----] followers, [--] engagements


"This is the email response I got from ir@supermicro.com when I requested the 10-k filing status of $SMCI. LMAO What a fraudulent business it should be excluded by SP500. All SMCI investors should start a class action lawsuit to revenge the shit-eater Charles Liang"  
[X Link](https://x.com/hhuang/status/1835786565534261709)  2024-09-16T21:03Z [----] followers, [----] engagements


"@diyas_1989 No I didnt. I sold all my NVDA/NVDL at $120 last Friday. NVDA was bought in [----] Q4 and before Q1 earnings and 4/19. NVDL/NVDX was Marjory bought on 4/19 and 8/28/5 NVDA is the majority of my capital gain this year. Which bus did I miss"  
[X Link](https://x.com/hhuang/status/1836447672817061945)  2024-09-18T16:50Z [----] followers, [----] engagements


"@Delonte_west_ Backwardation volatility term structure of VIX kills UVXY"  
[X Link](https://x.com/hhuang/status/1836448705890722123)  2024-09-18T16:54Z [----] followers, [---] engagements


"Almost 50% was expecting 125bps this year before today. Now seems unlikely from FOMC as its either 75bps or 100bps So the Fed managed to pull off a hawkish 50bp cut in the end. https://t.co/m3SH539jFI So the Fed managed to pull off a hawkish 50bp cut in the end. https://t.co/m3SH539jFI"  
[X Link](https://x.com/hhuang/status/1836514882872840645)  2024-09-18T21:17Z [----] followers, [----] engagements


"@diyas_1989 @wellwell267290 I only added $INTC leap calls yesterday"  
[X Link](https://x.com/hhuang/status/1836743997265760705)  2024-09-19T12:27Z [----] followers, [---] engagements


"@Seniorstrategen Love your insights thanks I was exactly the one who was holding lots of cash after FOMC and praying for this Seasonality to come and create opportunies to buy. I'm strongly bullish and thinking we will breakout [----] EOY"  
[X Link](https://x.com/hhuang/status/1837191202770485553)  2024-09-20T18:04Z [----] followers, [---] engagements


"@theOrcaFin @StockMKTNewz wow as a $AVGO holder I was mostly focusing on the semi part didn't know anything about the software department of it. Thanks for the insights"  
[X Link](https://x.com/hhuang/status/1838719341094903820)  2024-09-24T23:17Z [----] followers, [---] engagements


"@diyas_1989 Things I heard: [--]. last year they changed the profit cap to double every few years. [--]. OpenAI is trying to remove the cap. In all hands Sam said itd be next year [--]. This fundraisings deal term is contingent on restructuring and removing the profit cap for investors"  
[X Link](https://x.com/hhuang/status/1839024922896822435)  2024-09-25T19:31Z [----] followers, [----] engagements


"@diyas_1989 Haha. Youd better to do your due diligence to confirm the things I mentioned above. But I already joined this round through a SPV set up by a VC fund I invested before"  
[X Link](https://x.com/hhuang/status/1839026002170884545)  2024-09-25T19:35Z [----] followers, [---] engagements


"@diyas_1989 Yes mine is convertible notes as well. Since we are in the same funding round. For a normal equity round it would raise way more money probably like 15-20% of the pre-money valuation. But this time they are only going to raise $6.5B"  
[X Link](https://x.com/hhuang/status/1839036284079362073)  2024-09-25T20:16Z [----] followers, [---] engagements


"@PubliusZ @Balloon_Stocks"  
[X Link](https://x.com/hhuang/status/1839341050177179682)  2024-09-26T16:27Z [----] followers, [---] engagements


"@Balloon_Stocks My TNA/COIN/BITX calls are all flying up"  
[X Link](https://x.com/hhuang/status/1839711118962634995)  2024-09-27T16:58Z [----] followers, [---] engagements


"Worth to read. It confirms our speculation about $AAPL's stance on AI. $AAPL thinks they are slick. They'd rather buy back huge instead of investing aggressively into their own AI tech stack. The employ doesn't believe Apple Intelligence will be groundbreaking. Neither do I. A really insightful interview with a Former $AAPL and $NVDA AI engineer on $AAPL and its AI strategy: [--]. He thinks when it comes to AI models and optimizing hardware for AI models $AAPL research teams are behind $GOOGL $MSFT and $META. He thinks one of the biggest challenges https://t.co/601iAUmcvP A really insightful"  
[X Link](https://x.com/hhuang/status/1841183916184781167)  2024-10-01T18:30Z [----] followers, [----] engagements


"@diyas_1989 😂"  
[X Link](https://x.com/hhuang/status/1842055874891952415)  2024-10-04T04:15Z [----] followers, [--] engagements


"Oh no Now Im worried that if Fed would even cut 25bps in November. BLS: The change in total #nonfarm payroll employment for July was revised up by [-----] to +144000 and the change for August was up by [-----] to +159000. With these revisions employment in July and August combined is [-----] more than previously reported. #US #NFP https://t.co/Ucz9IkwcQq BLS: The change in total #nonfarm payroll employment for July was revised up by [-----] to +144000 and the change for August was up by [-----] to +159000. With these revisions employment in July and August combined is [-----] more than previously"  
[X Link](https://x.com/hhuang/status/1842184552330236303)  2024-10-04T12:46Z [----] followers, [----] engagements


"The big corp are disgusting. The first reaction after the Fed 50bps cut: Let's fucking hire everything can i get a were so back in the chat https://t.co/KQCsvweK0F can i get a were so back in the chat https://t.co/KQCsvweK0F"  
[X Link](https://x.com/hhuang/status/1842187998752022965)  2024-10-04T13:00Z [----] followers, [----] engagements


"@diyas_1989 The four stocks I have are nvda/tsm/avgo/amd"  
[X Link](https://x.com/hhuang/status/1842246125438529695)  2024-10-04T16:51Z [----] followers, [---] engagements


"@marvid_ai Use the WEEKLY jobless claim data to predict the next month's unemployment rate in the monthly NFP data. To predict November I'd need to get all [--] weeks's data in October"  
[X Link](https://x.com/hhuang/status/1842247201126531447)  2024-10-04T16:55Z [----] followers, [---] engagements


"@TShirtnJeans2 LMAO great insight"  
[X Link](https://x.com/hhuang/status/1842970789920014830)  2024-10-06T16:50Z [----] followers, [---] engagements


"dip avgo/nvda/amd 10/18 OPEX daydip spy long putQQQ $525 12/20 $550 03/21 call"  
[X Link](https://x.com/hhuang/status/1843372096300429762)  2024-10-07T19:25Z [----] followers, [--] engagements


"ashr 100%bullish TSM/NVDA 11/15call100%"  
[X Link](https://x.com/hhuang/status/1843699646260228286)  2024-10-08T17:07Z [----] followers, [--] engagements


"swing trade [--]. [--]. [--]. (Optional)(short sell or relatively high put/call ratio)  $NET $CELH $CRWD $SQ $SNOW"  
[X Link](https://x.com/hhuang/status/1844565720077828305)  2024-10-11T02:28Z 13.2K followers, [--] engagements


"@LilipoopX @bboczeng SQNET$SNOW $CRWD$CELH $CELH1100%850%SNOWCRWD50%"  
[X Link](https://x.com/hhuang/status/1844567797126529145)  2024-10-11T02:36Z [----] followers, [--] engagements


"blueconcerning3000/3100/3200 30-40%$AVGOcall$tlt 11/07"  
[X Link](https://x.com/hhuang/status/1844745025156165803)  2024-10-11T14:21Z [----] followers, [--] engagements


"JPMiron condor"  
[X Link](https://x.com/hhuang/status/1844751216120660114)  2024-10-11T14:45Z [----] followers, [--] engagements


"19spacex$36B140Bnvda30 23OpenAI$29B$160Bnvda9"  
[X Link](https://x.com/hhuang/status/1845507752782934355)  2024-10-13T16:51Z [----] followers, [--] engagements


"@marvid_ai [--]. Joined the SPV setup by VC fund when the company was fund raising. VC participated in the previous rounds and have the pro rata rights. Often times requires you to be an existing LP. [--]. Buy secondary shares from the existing investors. But its often times non preferred shares"  
[X Link](https://x.com/hhuang/status/1845509913839329328)  2024-10-13T17:00Z [----] followers, [----] engagements


"A80% (320036001"  
[X Link](https://x.com/hhuang/status/1845647925738938790)  2024-10-14T02:08Z [----] followers, [--] engagements


"risk on cryptosoftware  11/1NFP"  
[X Link](https://x.com/hhuang/status/1845830156369461284)  2024-10-14T14:12Z [----] followers, [--] engagements


"coin +56%hood +20%crypto nflx -8%adbe -20% adbenflxcrwdarmnowmsftigv"  
[X Link](https://x.com/hhuang/status/1845850561104793860)  2024-10-14T15:34Z [----] followers, [--] engagements


"@yao30059829 40%impressivefairARM-40%AIcarry trade CrowdstrikeARM20-30%AI+margin+100B-110Bfair"  
[X Link](https://x.com/hhuang/status/1845937589578305850)  2024-10-14T21:19Z [----] followers, [--] engagements


"@diyas_1989"  
[X Link](https://x.com/hhuang/status/1845941812911133024)  2024-10-14T21:36Z [----] followers, [--] engagements


"@Balloon_Stocks call"  
[X Link](https://x.com/hhuang/status/1846024421569675288)  2024-10-15T03:04Z [----] followers, [--] engagements


"@TJ_Research01 vix"  
[X Link](https://x.com/hhuang/status/1846025140481802442)  2024-10-15T03:07Z [----] followers, [--] engagements


"moatmarket makershare takeramd amdoption flowlong nvda short amd"  
[X Link](https://x.com/hhuang/status/1846034183350845861)  2024-10-15T03:43Z [----] followers, [--] engagements


"NVDA25 [--]. 25EPS $5.15 PEPT$155 [--]. EPS $6 PE$210-$240 [--]. EPS $6.5 PE $227.5$270. AMD"  
[X Link](https://x.com/hhuang/status/1846239759318110309)  2024-10-15T17:20Z [----] followers, [--] engagements


"cowosl/s/r wafer667K800K+ nvda 390420KS 99% L 9598%waferdie sell side make sense"  
[X Link](https://x.com/hhuang/status/1846246425321156749)  2024-10-15T17:47Z [----] followers, [--] engagements


"1. AMD [--]. TSM/COINcall [--]. NVDA/QQQ UTSL/TQQQ [--]. ULTA 50%"  
[X Link](https://x.com/hhuang/status/1846248511744233897)  2024-10-15T17:55Z [----] followers, [--] engagements


"bobo [--]. ATH [--]. CNN fear index timinginput"  
[X Link](https://x.com/hhuang/status/1846326922479128804)  2024-10-15T23:06Z [----] followers, [--] engagements


"@Balloon_Stocks"  
[X Link](https://x.com/hhuang/status/1846348669278437665)  2024-10-16T00:33Z [----] followers, [--] engagements


"1. 21Asapphire ventureTQQQ/UTSL [--]. coin$198call [--]. TSMAIAItsmoptionG/"  
[X Link](https://x.com/hhuang/status/1846570430200713252)  2024-10-16T15:14Z 11K followers, [--] engagements


"Milton$50BBeryl$90B damage"  
[X Link](https://x.com/hhuang/status/1846597027817574634)  2024-10-16T17:00Z [----] followers, [--] engagements


"@TJ_Research01"  
[X Link](https://x.com/hhuang/status/1846597932373750217)  2024-10-16T17:03Z [----] followers, [--] engagements


"@DeItaone Fastest way for a retail investor to go bankrupt"  
[X Link](https://x.com/hhuang/status/1846686363212828826)  2024-10-16T22:55Z [----] followers, [---] engagements


"@tif39270095 @Banana3Stocks"  
[X Link](https://x.com/hhuang/status/1846700128578818527)  2024-10-16T23:49Z [----] followers, [--] engagements


"TLT $88 soon mark my words Open interest in Treasuries is dropping which given current positioning should steepen the yield curve via a "a further bear steepening according to BoA (meaning 10yr yields increase more than 2yr). #UST https://t.co/xk7bGwuhsf Open interest in Treasuries is dropping which given current positioning should steepen the yield curve via a "a further bear steepening according to BoA (meaning 10yr yields increase more than 2yr). #UST https://t.co/xk7bGwuhsf"  
[X Link](https://x.com/hhuang/status/1846785654182891572)  2024-10-17T05:29Z 23.5K followers, 24.5K engagements


"nvdatsm Q4 revenuebeatAI nvdatsm Q4 gross margin3: TSMC CEO was asked if AI demand is real: "Why I say it's real because we have our real experience.The demand is real & I believe it's just the beginning of this demand alright So one of my key customers said the demand right now is 'insane'.it's just a beginning" $TSM TSMC CEO was asked if AI demand is real: "Why I say it's real because we have our real experience.The demand is real & I believe it's just the beginning of this demand alright So one of my key customers said the demand right now is 'insane'.it's just a beginning" $TSM"  
[X Link](https://x.com/hhuang/status/1846812573880205708)  2024-10-17T07:16Z 23.5K followers, [----] engagements


"SUNOSpotifypreview clipstrain"  
[X Link](https://x.com/hhuang/status/1846833443206058397)  2024-10-17T08:39Z 23.5K followers, [--] engagements


"initial jobless claim11/1 BLSsurvey121012survey BLSoutlier4.3%"  
[X Link](https://x.com/hhuang/status/1846902174909190341)  2024-10-17T13:12Z [----] followers, [--] engagements


"no landing carry tardecardy trade [--]. usd/jpy usd/eur [--]. 11Fed25bps12 [--]. bear steepenertlt88 [--]. [--] [--]. [--]. dip"  
[X Link](https://x.com/hhuang/status/1846904993607254525)  2024-10-17T13:23Z 23.5K followers, [--] engagements


"jpmtsmgross margin58% 60% JPMMS nvdabuy side"  
[X Link](https://x.com/hhuang/status/1846916301681578499)  2024-10-17T14:08Z [----] followers, [--] engagements


"@EricDengCa @jiu_sunny distillmodelvision DCAInvda AIunfair advantage meta"  
[X Link](https://x.com/hhuang/status/1846917916975059305)  2024-10-17T14:15Z 23.5K followers, [--] engagements


"@majia84314310 @EricDengCa @jiu_sunny openai555"  
[X Link](https://x.com/hhuang/status/1846928042490536290)  2024-10-17T14:55Z [----] followers, [--] engagements


"carry trader"  
[X Link](https://x.com/hhuang/status/1846934612456755285)  2024-10-17T15:21Z [----] followers, [--] engagements


"scott9 [--]. [--]. hedge"  
[X Link](https://x.com/hhuang/status/1847096117286273209)  2024-10-18T02:03Z 23.5K followers, [--] engagements


"@IsTheAmerica @Balloon_Stocks"  
[X Link](https://x.com/hhuang/status/1847110126320472266)  2024-10-18T02:59Z 23.5K followers, [--] engagements


"@jason5819c I think there could a small correction after Harris gets elected as the market priced in too much Trump winning. And if Republicans wins the congress the dip might be canceled. If Trump wins the tariff would cause negative GDP growth 6m-1y after. So Id not worry about it now"  
[X Link](https://x.com/hhuang/status/1847153417593970861)  2024-10-18T05:51Z 23.5K followers, [---] engagements


"@jiu_sunny openai"  
[X Link](https://x.com/hhuang/status/1847267888530665760)  2024-10-18T13:25Z 23.5K followers, [--] engagements


"@bboczeng President bobo I will vote for you"  
[X Link](https://x.com/hhuang/status/1847325163072954765)  2024-10-18T17:13Z 23.5K followers, [----] engagements


"Exactly the gap will be bigger and bigger. Long NVDA short AMD will be the most popular long short spread trading. Im so regretting that I quit this play too early after June. @StockSavvyShay As an investor this is all that should matter. $NVDA is expected to grow at roughly 2x this rate next [--] years. https://t.co/eVD6NpnMyQ @StockSavvyShay As an investor this is all that should matter. $NVDA is expected to grow at roughly 2x this rate next [--] years. https://t.co/eVD6NpnMyQ"  
[X Link](https://x.com/hhuang/status/1847337128864502054)  2024-10-18T18:01Z 23.5K followers, 12.9K engagements


"@CableHzs nflx5555"  
[X Link](https://x.com/hhuang/status/1847385607427031401)  2024-10-18T21:13Z 23.5K followers, [--] engagements


"@Balloon_Stocks @EricDengCa gamma vixiv crash 580058005750"  
[X Link](https://x.com/hhuang/status/1847410728354857218)  2024-10-18T22:53Z 23.5K followers, [--] engagements


"@Balloon_Stocks"  
[X Link](https://x.com/hhuang/status/1847447928346202505)  2024-10-19T01:21Z 23.5K followers, [--] engagements


"@tnglxn4 @EricDengCa @Balloon_Stocks"  
[X Link](https://x.com/hhuang/status/1847448666350768645)  2024-10-19T01:24Z 23.5K followers, [--] engagements


"@TShirtnJeans2 I think the market would price in but underestimate the negative impact. Especially around the negative GDP growth a few quarters after tariffs. China has to change its hostile diplomatic policy to US to fight the deflation. Take whatever it takes or lose the battle for [--] years"  
[X Link](https://x.com/hhuang/status/1847690767164461130)  2024-10-19T17:26Z 23.5K followers, [---] engagements


"@ShanghaoJin AMD is dead for sure"  
[X Link](https://x.com/hhuang/status/1847820581166862536)  2024-10-20T02:02Z 23.5K followers, [----] engagements


"@diyas_1989 sell off after the AI event 100% failure"  
[X Link](https://x.com/hhuang/status/1848867475901059539)  2024-10-22T23:22Z 23.5K followers, [---] engagements


"beat q4:expects Q4 adjusted earnings per share (EPS) to be in the range of [--] to [--] cents surpassing the consensus estimate of [--] cents. The company anticipates Q4 revenue between $3.95 billion and $4.05 billion compared to the consensus of $3.94 billion. $APH Earnings: - Record sales of $4.04 billion up 26% in U.S. dollars and 15% organically compared to the third quarter of [----] - Record GAAP Diluted EPS of $0.48 up 17% compared to prior year - Record Adjusted Diluted EPS of $0.50 up 28% compared to prior year - GAAP and https://t.co/O85FrivK9u $APH Earnings: - Record sales of $4.04 billion"  
[X Link](https://x.com/hhuang/status/1849071511073952188)  2024-10-23T12:52Z 23.5K followers, [----] engagements


"TSLAs cost optimization is way beyond everyones expectations. I was hesitant to long it due to the fear of missing EPS and GM again. Im now fully convinced its the best auto company in the world but not convinced its an AI company yet. Still too early to make the call. Meanwhile other EV trucks still bleeding money. Meanwhile other EV trucks still bleeding money"  
[X Link](https://x.com/hhuang/status/1849267835220160883)  2024-10-24T01:53Z 23.5K followers, [----] engagements


"CC @LilipoopX @XiaoZha62335239 @XHuasi28548 @ShanghaoJin @kik8964 @skylerzhang"  
[X Link](https://x.com/hhuang/status/1850583295605801123)  2024-10-27T17:00Z 23.5K followers, [----] engagements


"Yes its growing fast but without you:) AMD CEO Lisa Su just said on CNBC: $AMD Nobody really predicted just how fast this AI market was going to grow https://t.co/ZrKRU0YN9t AMD CEO Lisa Su just said on CNBC: $AMD Nobody really predicted just how fast this AI market was going to grow https://t.co/ZrKRU0YN9t"  
[X Link](https://x.com/hhuang/status/1851685936125338020)  2024-10-30T18:01Z 23.5K followers, [----] engagements


"The reason why SMCI is so reluctant to release the details is considerable size of their H200 servers were actually delivered to China by smuggling. That why DOJ is chasing them down. It will be doomed for sure but not for NVDA as the major orders of B series are NVL36/72 and they are not related to SMCI at all. Due to the DOJ investigation into SMCI Nvidias third-largest customer Nvidia may soon face a significant earnings correction restating its revenue and profit downward. Is the market ready for this Due to the DOJ investigation into SMCI Nvidias third-largest customer Nvidia may soon"  
[X Link](https://x.com/hhuang/status/1852012377547354362)  2024-10-31T15:38Z 23.5K followers, 12.2K engagements


"$600M expected revenue(lower end) for a $651M market cap company. LFG AAOI Research Summary - October [--] [----] https://t.co/O5m64Pozgl AAOI Research Summary - October [--] [----] https://t.co/O5m64Pozgl"  
[X Link](https://x.com/hhuang/status/1852012847598846285)  2024-10-31T15:40Z 23.5K followers, 14.2K engagements


"@amitisinvesting You cant predict the market next week especially when market is over hedging the next week I would split my cash position into [--] piles and buy the dip every time when there is a new low(NFP election FOMC)"  
[X Link](https://x.com/hhuang/status/1852013388404035645)  2024-10-31T15:42Z 23.5K followers, [---] engagements


"Cloud growth will re-accelerate again from the next quarter. Mark my words AWS at a $110B run rate growing 19% Quarterly YoY growth trends below. $AMZN https://t.co/CnYd3kN671 AWS at a $110B run rate growing 19% Quarterly YoY growth trends below. $AMZN https://t.co/CnYd3kN671"  
[X Link](https://x.com/hhuang/status/1852108550564385128)  2024-10-31T22:01Z 23.5K followers, 11.4K engagements


"Just fine tuned my highly sophisticated XGBoost model (LOL) with extra weighting on those crucial middle two weeksbecause BLS often times collects survey during these time. Predictions for the 11/1 NFP: [--]. Unemployment Rate: 4.28% 📉 [--]. Jobs Added: 191K 📈 Will the model slay or stray [--] hours until we find out 🍿 Here's JPM's predictions for market reactions to #NFP. The best case is 120-200k. Worst case is 20k. As a reminder BBG economics has predicted a negative print due to cyclical slowdown less seasonal hiring plus hurricane & strike influences. https://t.co/jCslnFANH1"  
[X Link](https://x.com/hhuang/status/1852226682578452611)  2024-11-01T05:50Z 11.1K followers, 15.3K engagements


"NVDA was the major contributor of volatility to SPX/NDX this year now its time for DJI to suffer LOL. $NVDA NVIDIA TO JOIN DOW JONES INDEX AND REPLACE INTEL $INTC $NVDA NVIDIA TO JOIN DOW JONES INDEX AND REPLACE INTEL $INTC"  
[X Link](https://x.com/hhuang/status/1852466089428480384)  2024-11-01T21:41Z [----] followers, [----] engagements


"Make Volatility Great Again Regardless of who you are voting for today I think we can all come together as & agree that its 🕰 to https://t.co/c8f86xf9mq Regardless of who you are voting for today I think we can all come together as & agree that its 🕰 to https://t.co/c8f86xf9mq"  
[X Link](https://x.com/hhuang/status/1853950674121470402)  2024-11-06T00:01Z [----] followers, [----] engagements


"You are so damn smart Probably one of the sharpest people I ever met in the investment world. You should build your own ETF and I'll be fully supporting you. @hhuang @ShanghaoJin @XiaoZha62335239 @KongJiJustin This is obvious to see isnt it @hhuang @ShanghaoJin @XiaoZha62335239 @KongJiJustin This is obvious to see isnt it"  
[X Link](https://x.com/hhuang/status/1854947302072631741)  2024-11-08T18:01Z [----] followers, [----] engagements


"ASML Applied Material Lam Research top 30ASML https://selectcommitteeontheccp.house.gov/sites/evo-subsites/selectcommitteeontheccp.house.gov/files/evo-media-document/11.7.24_Letter%20to%20ASML.pdf https://selectcommitteeontheccp.house.gov/sites/evo-subsites/selectcommitteeontheccp.house.gov/files/evo-media-document/11.7.24_Letter%20to%20ASML.pdf"  
[X Link](https://x.com/hhuang/status/1855075270451236894)  2024-11-09T02:29Z 11.7K followers, 20K engagements


"@TShirtnJeans2 @ycdjuduztc tighten but it doesn't matter to NVDA"  
[X Link](https://x.com/hhuang/status/1856040804235784262)  2024-11-11T18:26Z [----] followers, [---] engagements


"cool a very unique insight about multi-constellation. So sounds like the market can have both players in the same pond @hhuang telecom company has demand to have multipole constellation for network reliability. @hhuang telecom company has demand to have multipole constellation for network reliability"  
[X Link](https://x.com/hhuang/status/1856134812891000918)  2024-11-12T00:39Z [----] followers, [----] engagements


"@BzkvcWDN0i25043 @yuans365 call210"  
[X Link](https://x.com/hhuang/status/1856749198873637225)  2024-11-13T17:21Z [----] followers, [---] engagements


"@QiChen84009626 @BzkvcWDN0i25043 @yuans365 nvda"  
[X Link](https://x.com/hhuang/status/1856750888460959829)  2024-11-13T17:28Z [----] followers, [---] engagements


"go amzn Swap hims to Amzn leap Swap hims to Amzn leap"  
[X Link](https://x.com/hhuang/status/1856764882378788885)  2024-11-13T18:23Z [----] followers, [----] engagements


"@YangTrader IGV"  
[X Link](https://x.com/hhuang/status/1856765124364964254)  2024-11-13T18:24Z [----] followers, [---] engagements


"A must read for $MSOS bulls Matt Gaetz will be the next AG and here's how it's going to play out IMO: [--]. Gaetz will never get the votes in the Senate and even many Republicans are opposed. [--]. Recess appointments require a 10-day recess. [--]. Pro-forma sessions can be called to break the 10-day rule and Matt Gaetz will be the next AG and here's how it's going to play out IMO: [--]. Gaetz will never get the votes in the Senate and even many Republicans are opposed. [--]. Recess appointments require a 10-day recess. [--]. Pro-forma sessions can be called to break the 10-day rule and"  
[X Link](https://x.com/hhuang/status/1856943605602292167)  2024-11-14T06:13Z 12.2K followers, [----] engagements


"@Balloon_Stocks"  
[X Link](https://x.com/hhuang/status/1857094380244357287)  2024-11-14T16:12Z [----] followers, [----] engagements


"Because the market doesnt buy in this soft landing narrative. They didnt believe Fed can control the inflation at all with the current plan. Thats why there was bear steepner. I really love Powells hawkish statement yesterday we need to fight with the inflation even with a hard landing case. FED'S GOOLSBEE: THE FED HAS TO FIGURE OUT WHY THE [--] YEAR IS RISING AND KEEP AN EYE ON LONG RATES. FED'S GOOLSBEE: THE FED HAS TO FIGURE OUT WHY THE [--] YEAR IS RISING AND KEEP AN EYE ON LONG RATES"  
[X Link](https://x.com/hhuang/status/1857420736757211234)  2024-11-15T13:49Z [----] followers, 13.4K engagements


"@LearnFromMarket @yao30059829 hedge"  
[X Link](https://x.com/hhuang/status/1857995824585912438)  2024-11-17T03:54Z [----] followers, [---] engagements


"All pharma stocks were over sold due to RFK trade. High risk reward ratio. GS:" Biotech Healthcare Pulse: That Sinking Feeling. Investor sentiment; market color; sector themes; charts to watch." https://t.co/dm6KUVURST GS:" Biotech Healthcare Pulse: That Sinking Feeling. Investor sentiment; market color; sector themes; charts to watch." https://t.co/dm6KUVURST"  
[X Link](https://x.com/hhuang/status/1858250375192801308)  2024-11-17T20:46Z [----] followers, [----] engagements


"Disapprove I posted about this before UBER benefits from two side markets and network effects any disruption on one side or the other would be a disaster to UBER's platform business. https://x.com/hhuang/status/1844839170713538950 Id recommend buying $UBER on weakness (-6.7% today). Any federal framework that advances autonomous driving will benefit UBER as well with up to 70% of revenue currently used to pay drivers. If/when there is a lower cost driverless option UBER demand will soar whether https://x.com/hhuang/status/1844839170713538950 Id recommend buying $UBER on weakness (-6.7%"  
[X Link](https://x.com/hhuang/status/1858624831375503494)  2024-11-18T21:34Z [----] followers, 10.3K engagements


"Reason 1: FTC/DOJ under Biden administration disapproved lots of M&A in the name of antitrust. M&A is the major exit for VC investments. Every VC guy hates Lina Khan. David Sacks hates her the most. Reason 2: lots of VC started the Web3 funds in 2020-2021 for example A16Z they are hoping their Trump papa could help them to liquidate their shitty investments. This is why SV venture capitals doesnt like Biden and FTC. Make SV vc impossible to exit. https://t.co/hh3yEgMd0O This is why SV venture capitals doesnt like Biden and FTC. Make SV vc impossible to exit. https://t.co/hh3yEgMd0O"  
[X Link](https://x.com/hhuang/status/1858667174178717726)  2024-11-19T00:22Z 10.7K followers, [----] engagements


"We should be confident about the cooldown of inflation. The [--] components are still super hot in CPI are shelter airline tickets and car insurance premiums. Walmart $WMT just said it had almost no like for like inflation in the US during Q3 Walmart $WMT just said it had almost no like for like inflation in the US during Q3"  
[X Link](https://x.com/hhuang/status/1858862222942105786)  2024-11-19T13:17Z [----] followers, [----] engagements


"Also the reduction of the H series is not confirmed. From Quantas Q4 guidance in Q3 ER H servers revenue will drop due to more B server delivery. From Wistrons it doesnt sound like that. Honhai didnt mention(someone said its the same situation as Quanta) that in Q3 ER. And you know there are bunch of other downstream server manufacturers and we dont have data for all of them. Thats why you are seeing the market is confused as well. But In general Im very bullish in the long run as no matter how well H is doing the B series is doing amazingly well @QihongF44102 @hhuang I had no idea Hopper"  
[X Link](https://x.com/hhuang/status/1858908658517897683)  2024-11-19T16:22Z 21.7K followers, [----] engagements


"Could G sell those Anthropic shares to me please Last time it was FTXs shares sold by FTC JUSTICE DEPARTMENT SEEKS TO UNWIND GOOGLES $GOOGL ANTHROPIC DEAL - Bloomberg JUSTICE DEPARTMENT SEEKS TO UNWIND GOOGLES $GOOGL ANTHROPIC DEAL - Bloomberg"  
[X Link](https://x.com/hhuang/status/1859673100167876740)  2024-11-21T18:59Z [----] followers, [----] engagements


"metric Revenue Growth Rate TTM PS Ratio NTM PS Ratio PS Ratio / Growth Ratepeg ratio FCF Margin Rate + Growth Raterule of [--] NRR RPO"  
[X Link](https://x.com/hhuang/status/1860489061305319655)  2024-11-24T01:02Z [----] followers, [----] engagements


"Yes this is the major reason why Im bullish on MRVL. Not just for its fancy ASIC accelerator business which would be favored by the street though. @ShanghaoJin but in fact I don't like mrvl and avgo rebrand their network DPU to AI chips however. connectivity between the racks inside D.C is market miss out. Those chips are critical to the new scale laws for bigger computing cap. @ShanghaoJin but in fact I don't like mrvl and avgo rebrand their network DPU to AI chips however. connectivity between the racks inside D.C is market miss out. Those chips are critical to the new scale laws for bigger"  
[X Link](https://x.com/hhuang/status/1860711219738583475)  2024-11-24T15:44Z 10.2K followers, [----] engagements


"@Balloon_Stocks sell puthedge"  
[X Link](https://x.com/hhuang/status/1861273382739943514)  2024-11-26T04:58Z [----] followers, [----] engagements


"@JimJame74888138 Bill Ackman is fake as fuck he literally has almost [--] positions of Trump trades but holding a bag of stocks on the other side such as $GOOG . He should have sold every $GOOG and bought $TSLA to prove his wisdom and loyalty"  
[X Link](https://x.com/hhuang/status/1861275381162222086)  2024-11-26T05:06Z [----] followers, [----] engagements


"This b**ch is crazy stay away from $ARKK. CATHIE WOOD $ARKK TODAY: Sold: - $PLTR [-----] shares - $TSLA [-----] shares - $RKLB [------] shares - $SOFI [------] shares Bought: - $AMZN [-----] shares - $AMD [-----] shares CATHIE WOOD $ARKK TODAY: Sold: - $PLTR [-----] shares - $TSLA [-----] shares - $RKLB [------] shares - $SOFI [------] shares Bought: - $AMZN [-----] shares - $AMD [-----] shares"  
[X Link](https://x.com/hhuang/status/1861276070634496184)  2024-11-26T05:09Z 13K followers, 18.7K engagements


"@Balloon_Stocks lol"  
[X Link](https://x.com/hhuang/status/1861603669839356413)  2024-11-27T02:51Z [----] followers, [----] engagements


"@humphrey_yeung tsmclol"  
[X Link](https://x.com/hhuang/status/1861680780206055939)  2024-11-27T07:57Z [----] followers, [---] engagements


"@LilipoopX @Balloon_Stocks seminvdasemi"  
[X Link](https://x.com/hhuang/status/1861847505174237548)  2024-11-27T19:00Z [----] followers, [---] engagements


"MZ Jenson Huang Sam Altman are the smartest and the most practical people in the world. I can't comment on anything related to MZ. But for Sam Altman's OAI it smartly took investments from both side [--]. Republican side: Peter Thiel's Founders Fund Trump's son-in-law's Thrive Capital. [--]. Dem side: Kohsla Venture Reid Hoffman So it wouldn't have any backfire no matter if Trump or Harris was elected. Nobody wants mega caps now interesting. Probably means theyre close to breaking out again with $AAPL foreshadowing whats to come. Zuck was at Mar-A-Lago meeting with President elect Trump. Still"  
[X Link](https://x.com/hhuang/status/1862561270970634353)  2024-11-29T18:16Z 14.6K followers, [----] engagements


"My biggest concern is their incentive cost it took around 65% of their total cost while it only took 25% of UBERs total cost. The growth is also behind uber. It makes me to think if the growth will be sustainable w/o the incentives. But overall Im positive and it seems they can turn breakeven in a few quarters. $GRAB THESIS 🧵 https://t.co/ocNEJfdKWb $GRAB THESIS 🧵 https://t.co/ocNEJfdKWb"  
[X Link](https://x.com/hhuang/status/1862943098013429772)  2024-11-30T19:33Z 14.5K followers, 14.5K engagements


"yes Thrive Capital is one of the largest investors of OAI. @vincent13031925 This is weird cb leading investor is the bro of trumps son-in-law(Josh kushner). Lets see how it gonna play out in the end. @vincent13031925 This is weird cb leading investor is the bro of trumps son-in-law(Josh kushner). Lets see how it gonna play out in the end"  
[X Link](https://x.com/hhuang/status/1863010992286027842)  2024-12-01T00:03Z 21.7K followers, [----] engagements


"@TShirtnJeans2 GB200(NVL36/NVL72)s supply chain is majorly stuck at the cartridge production by APH. NVIDIA is urging APH for deliveries and willing to accept higher prices as long as they can deliver on time"  
[X Link](https://x.com/hhuang/status/1863266976925368429)  2024-12-01T17:00Z 10.7K followers, [----] engagements


"@TShirtnJeans2 Its still not clear yet lets see how is the ramp up in December"  
[X Link](https://x.com/hhuang/status/1863270444117495826)  2024-12-01T17:14Z [----] followers, [---] engagements


"Just checked with Master Robo He is super optimistic(almost 100%) and he said APH is very optimistic as well. They indeed thought everything would be fucked up and NVDA would be fucked up due to their delay back in July. @hhuang Thanks. That's sort of what I got out of it. Is this post saying Amphenol is improving production efficiency to meet Nvidia's demand The tone I'm getting is everything is hazy. Do you think @hhuang Thanks. That's sort of what I got out of it. Is this post saying Amphenol is improving production efficiency to meet Nvidia's demand The tone I'm getting is everything is"  
[X Link](https://x.com/hhuang/status/1863272731531472995)  2024-12-01T17:23Z 10.8K followers, [----] engagements


"Totally agree. I think Fed would be very likely to cut 25bps in Decemeber. The next year forecast would be critical. Before next fomo nfp is not that important but just focus cpi again. This will guide next year terminal rates. Before next fomo nfp is not that important but just focus cpi again. This will guide next year terminal rates"  
[X Link](https://x.com/hhuang/status/1863296716612723017)  2024-12-01T18:58Z 12.4K followers, [----] engagements


"@dnystedt Multiple sources(MS and supply chain experts covering APH) said this is a rumor and no concern at all"  
[X Link](https://x.com/hhuang/status/1863476357684252701)  2024-12-02T06:52Z 10.6K followers, 13.8K engagements


"@Winnie09119319 allin nvda"  
[X Link](https://x.com/hhuang/status/1863808963290284211)  2024-12-03T04:54Z 10.9K followers, [----] engagements


"@venusinox1 @rubicon59 the ASIC part I guess MRVL has very limited margin"  
[X Link](https://x.com/hhuang/status/1864063974465310980)  2024-12-03T21:47Z 10.2K followers, [---] engagements


"MRVLstreet consensus beat8 Q3 earning: Revenue: $1.52B vs $1.45B sell side consensus vs $1.48B median buy side expectation EPS: $0.43 vs [----] sell side consensus vs $0.43 median buy side expectation Q4 Guidance: Revenue: $1.8B mid vs $1.64B sell side consensus vs $1.68B median buy side expectation EPS: [----] vs [----] sell side consensus vs [----] median buy side expectation"  
[X Link](https://x.com/hhuang/status/1864065758193721382)  2024-12-03T21:54Z 10.8K followers, 48.1K engagements


"SQ😂 My new MAG7 will be $NVDA $ORCL $AAOI $CRDO $MRVL $SNOW and will pick one out of $SMTC or $SQ. My new MAG7 will be $NVDA $ORCL $AAOI $CRDO $MRVL $SNOW and will pick one out of $SMTC or $SQ"  
[X Link](https://x.com/hhuang/status/1864168661982040529)  2024-12-04T04:43Z 10.7K followers, 14.1K engagements


"@VetTechTrader Hi Chad could you share how did you get the RPO data Its not public"  
[X Link](https://x.com/hhuang/status/1864542354960732169)  2024-12-05T05:28Z 10.4K followers, [----] engagements


"I forgot to send this. Yesterday after removing S and ZS the software Top [--] was updated. This list will continue to be updated and adjusted. The software sector is still early and ready to take off and we will have tons of investment opportunities RBRK and GTLB has already taken off GO"  
[X Link](https://x.com/hhuang/status/1864779494533591368)  2024-12-05T21:10Z 10.9K followers, [----] engagements


"Recently I analyzed and traded six earnings reports: SHOP S RBRK GTLB ORCL MDB. Three wins and one loss so far. How market reacts to the ER doesn't matter but the new information ER provides matters. I've made the following adjustments to my top watch list: [--]. Removed all cloud security stocks (ZS/CRWD/S): Confirmed this is a PvP (player vs. player) market and only CRWD is worth investing in. But it's too expensive. [--]. Removed SHOP: I believe it could continue to soar if its growth rate picks up but again too expensive. Will keep watching. [--]. RBRK: Strong growth and earnings with excellent"  
[X Link](https://x.com/hhuang/status/1865041915051413782)  2024-12-06T14:33Z 13.1K followers, 11.9K engagements


"short quantum and nuclear stocks Trade idea: short quantum comp stocks after party as hedge. Entry window Christmas rally. Trade idea: short quantum comp stocks after party as hedge. Entry window Christmas rally"  
[X Link](https://x.com/hhuang/status/1865112301877235924)  2024-12-06T19:13Z 13.1K followers, 18.8K engagements


"@yhan818 way less competitive than BTDR and much more expensive"  
[X Link](https://x.com/hhuang/status/1865560780625891403)  2024-12-08T00:55Z 12K followers, [----] engagements


"The two ERs tomorrow will determine my final SAAS conviction list. I really would like to replace MSFT with the backup option MNDY. As MSFT is still early to take off with at most 20% upside in [----]. MSFTs guidance in the next ER would be fabulous IMO"  
[X Link](https://x.com/hhuang/status/1865985235911131219)  2024-12-09T05:02Z 12.5K followers, 11.4K engagements

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