[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.] #  @nagendraputhane Nagendra Puthane Nagendra Puthane posts on X about $fn, $lite, $tsem, $glw the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::1449201678272524293/interactions)  - X Week XXXXX -XX% - X Month XXXXXX +225% - X Months XXXXXX +8,347% - X Year XXXXXX +226,383% ### Mentions: XX [#](/creator/twitter::1449201678272524293/posts_active)  - X Week XX -XX% - X Month XX +111% - X Months XXX +2,575% - X Year XXX +11,000% ### Followers: XXX [#](/creator/twitter::1449201678272524293/followers)  - X Week XXX +2.60% - X Month XXX +57% - X Months XXX +297% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1449201678272524293/influencer_rank)  ### Social Influence [#](/creator/twitter::1449201678272524293/influence) --- **Social category influence** [technology brands](/list/technology-brands) XX% [stocks](/list/stocks) XX% [fashion brands](/list/fashion-brands) XXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% **Social topic influence** [$fn](/topic/$fn) #2, [$lite](/topic/$lite) #1, [$tsem](/topic/$tsem) #1, [$glw](/topic/$glw) #8, [$sitm](/topic/$sitm) #3, [$avgo](/topic/$avgo) #80, [$mrvl](/topic/$mrvl) #19, [stack](/topic/stack) #1078, [$nvda](/topic/$nvda) #1265, [$gfs](/topic/$gfs) #2 **Top accounts mentioned or mentioned by** [@danielapilcoj15](/creator/undefined) [@zephyrz9](/creator/undefined) [@bourboncap](/creator/undefined) [@pegasusfund](/creator/undefined) [@tbu12345678](/creator/undefined) [@ryanhingshing](/creator/undefined) [@grok](/creator/undefined) [@insaneanalyst](/creator/undefined) [@adampatti](/creator/undefined) [@jonmcneill](/creator/undefined) [@holysmokas](/creator/undefined) [@daveyjuice](/creator/undefined) [@ivanaspear](/creator/undefined) [@openai](/creator/undefined) [@almightytoby](/creator/undefined) **Top assets mentioned** [Fabrinet (FN)](/topic/$fn) [Lumentum Holdings Inc. Common Stock (LITE)](/topic/$lite) [Tower Semiconductor Ltd (TSEM)](/topic/$tsem) [Corning Incorporated (GLW)](/topic/$glw) [SiTime Corporation Common Stock (SITM)](/topic/$sitm) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Marvell Technology Inc (MRVL)](/topic/$mrvl) [NVIDIA Corp. (NVDA)](/topic/$nvda) [GlobalFoundries, Inc. (GFS)](/topic/$gfs) [Coherent Inc (COHR)](/topic/$cohr) [Ciena Corporation (CIEN)](/topic/$cien) [Amphenol Corporation (APH)](/topic/$aph) [Telcoin (TEL)](/topic/$tel) [Taiwan Semiconductor (TSM)](/topic/$tsm) ### Top Social Posts [#](/creator/twitter::1449201678272524293/posts) --- Top posts by engagements in the last XX hours "@IvanaSpear @OpenAI thoughts on $FN Fabrinet and $LITE Lumentum" [X Link](https://x.com/nagendraputhane/status/1976329770158936525) [@nagendraputhane](/creator/x/nagendraputhane) 2025-10-09T16:51Z XXX followers, XXX engagements "Optical Stack map: Lasers $LITE Si-Pho wafers $TSEM CPO / module build $FN Timing $SITM DSP / AEC silicon $MRVL / $AVGO Long-haul coherent $CIEN GPUs & switch ASICs $NVDA Own every toll-booth photons pass through. ๐งต๐" [X Link](https://x.com/nagendraputhane/status/1976615190889476314) [@nagendraputhane](/creator/x/nagendraputhane) 2025-10-10T11:45Z XXX followers, XXX engagements "@danielapilcoj15 @zephyr_z9 thoughts on $FN Fabrinet" [X Link](https://x.com/nagendraputhane/status/1976623015996830037) [@nagendraputhane](/creator/x/nagendraputhane) 2025-10-10T12:17Z XXX followers, XX engagements "๐งต Thread 1/10 on CPO: Copper traces cant keep up at XXX Gb/s. So NVIDIA & Broadcom now bolt light engines right onto the switch chip. Thats Co-Packaged Optics (CPO). ๐กโก ๐" [X Link](https://x.com/nagendraputhane/status/1979550472274153890) [@nagendraputhane](/creator/x/nagendraputhane) 2025-10-18T14:09Z XXX followers, XX engagements "5/10 ๐ถ Clock: At XXX Gb/s a few ppm drift kills the link. SiTime $SITM MEMS clocks lock lanes to X ppm. Tiny chip huge enable" [X Link](https://x.com/nagendraputhane/status/1979552596114469256) [@nagendraputhane](/creator/x/nagendraputhane) 2025-10-18T14:18Z XXX followers, XX engagements "6/10 ๐พ Signal brains: Pluggables use full DSPs. In CPO retimers & SerDes IP still matter Marvell $MRVL & Broadcom $AVGO" [X Link](https://x.com/nagendraputhane/status/1979552788947599438) [@nagendraputhane](/creator/x/nagendraputhane) 2025-10-18T14:18Z XXX followers, XXX engagements "7/10 ๐ฃ Glass highway: More light = more fiber. Corning $GLW" [X Link](https://x.com/nagendraputhane/status/1979552911932920132) [@nagendraputhane](/creator/x/nagendraputhane) 2025-10-18T14:19Z XXX followers, XX engagements "9/10 ๐ Why #bullish ASIC lanes double wafer & laser demand double. Move to CPO boosts yield premium for FN timing attach for SITM. Fiber/connector TAM rises with every rack. Secular tailwind not a one-off upgrade" [X Link](https://x.com/nagendraputhane/status/1979553301495681185) [@nagendraputhane](/creator/x/nagendraputhane) 2025-10-18T14:21Z XXX followers, XX engagements "2/10 ๐ญ The wafer: NVIDIA rings = Tower Semi $TSEM Broadcom engines = GlobalFoundries $GFS Both run special silicon-photonics lines that print waveguides + modulators" [X Link](https://x.com/nagendraputhane/status/1979550916820025414) [@nagendraputhane](/creator/x/nagendraputhane) 2025-10-18T14:11Z XXX followers, XX engagements "๐งต10/10 Stack recap: Wafer $TSEM / $GFS Laser $LITE / $COHR Assembly $FN Timing $SITM Retimer $MRVL / $AVGO Fiber $GLW Connect $APH / $TEL Switch ( $NVDA Spectrum $AVGO Tomahawk)" [X Link](https://x.com/nagendraputhane/status/1979554785675362477) [@nagendraputhane](/creator/x/nagendraputhane) 2025-10-18T14:26Z XXX followers, XXX engagements "NVIDIA Spectrum-X CPO switch: $TSMC / $TSEM makes the SiPh die $LITE pump rack lasers $FN seat the engines $GLW fiber feed the rack. CPO leads to 2x more $TSEM wafer starts 2x $LITE laser units 2x more $FN capacity" [X Link](https://x.com/nagendraputhane/status/1979787361283432805) [@nagendraputhane](/creator/x/nagendraputhane) 2025-10-19T05:51Z XXX followers, XX engagements "Broadcom Tomahawk-6 Davisson CPO: wraps XX optical engines round a $TSM SiPh ASIC. $GLW supplies the dense fiber harnesses . CPO parts lift SiPh demand XXX and $LITE/ $COHR laser power +120 % over" [X Link](https://x.com/nagendraputhane/status/1979796123419390144) [@nagendraputhane](/creator/x/nagendraputhane) 2025-10-19T06:25Z XXX followers, XX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
Nagendra Puthane posts on X about $fn, $lite, $tsem, $glw the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.
Social category influence technology brands XX% stocks XX% fashion brands XXXX% cryptocurrencies XXXX%
Social topic influence $fn #2, $lite #1, $tsem #1, $glw #8, $sitm #3, $avgo #80, $mrvl #19, stack #1078, $nvda #1265, $gfs #2
Top accounts mentioned or mentioned by @danielapilcoj15 @zephyrz9 @bourboncap @pegasusfund @tbu12345678 @ryanhingshing @grok @insaneanalyst @adampatti @jonmcneill @holysmokas @daveyjuice @ivanaspear @openai @almightytoby
Top assets mentioned Fabrinet (FN) Lumentum Holdings Inc. Common Stock (LITE) Tower Semiconductor Ltd (TSEM) Corning Incorporated (GLW) SiTime Corporation Common Stock (SITM) Broadcom, Inc. (AVGO) Marvell Technology Inc (MRVL) NVIDIA Corp. (NVDA) GlobalFoundries, Inc. (GFS) Coherent Inc (COHR) Ciena Corporation (CIEN) Amphenol Corporation (APH) Telcoin (TEL) Taiwan Semiconductor (TSM)
Top posts by engagements in the last XX hours
"@IvanaSpear @OpenAI thoughts on $FN Fabrinet and $LITE Lumentum"
X Link @nagendraputhane 2025-10-09T16:51Z XXX followers, XXX engagements
"Optical Stack map: Lasers $LITE Si-Pho wafers $TSEM CPO / module build $FN Timing $SITM DSP / AEC silicon $MRVL / $AVGO Long-haul coherent $CIEN GPUs & switch ASICs $NVDA Own every toll-booth photons pass through. ๐งต๐"
X Link @nagendraputhane 2025-10-10T11:45Z XXX followers, XXX engagements
"@danielapilcoj15 @zephyr_z9 thoughts on $FN Fabrinet"
X Link @nagendraputhane 2025-10-10T12:17Z XXX followers, XX engagements
"๐งต Thread 1/10 on CPO: Copper traces cant keep up at XXX Gb/s. So NVIDIA & Broadcom now bolt light engines right onto the switch chip. Thats Co-Packaged Optics (CPO). ๐กโก ๐"
X Link @nagendraputhane 2025-10-18T14:09Z XXX followers, XX engagements
"5/10 ๐ถ Clock: At XXX Gb/s a few ppm drift kills the link. SiTime $SITM MEMS clocks lock lanes to X ppm. Tiny chip huge enable"
X Link @nagendraputhane 2025-10-18T14:18Z XXX followers, XX engagements
"6/10 ๐พ Signal brains: Pluggables use full DSPs. In CPO retimers & SerDes IP still matter Marvell $MRVL & Broadcom $AVGO"
X Link @nagendraputhane 2025-10-18T14:18Z XXX followers, XXX engagements
"7/10 ๐ฃ Glass highway: More light = more fiber. Corning $GLW"
X Link @nagendraputhane 2025-10-18T14:19Z XXX followers, XX engagements
"9/10 ๐ Why #bullish ASIC lanes double wafer & laser demand double. Move to CPO boosts yield premium for FN timing attach for SITM. Fiber/connector TAM rises with every rack. Secular tailwind not a one-off upgrade"
X Link @nagendraputhane 2025-10-18T14:21Z XXX followers, XX engagements
"2/10 ๐ญ The wafer: NVIDIA rings = Tower Semi $TSEM Broadcom engines = GlobalFoundries $GFS Both run special silicon-photonics lines that print waveguides + modulators"
X Link @nagendraputhane 2025-10-18T14:11Z XXX followers, XX engagements
"๐งต10/10 Stack recap: Wafer $TSEM / $GFS Laser $LITE / $COHR Assembly $FN Timing $SITM Retimer $MRVL / $AVGO Fiber $GLW Connect $APH / $TEL Switch ( $NVDA Spectrum $AVGO Tomahawk)"
X Link @nagendraputhane 2025-10-18T14:26Z XXX followers, XXX engagements
"NVIDIA Spectrum-X CPO switch: $TSMC / $TSEM makes the SiPh die $LITE pump rack lasers $FN seat the engines $GLW fiber feed the rack. CPO leads to 2x more $TSEM wafer starts 2x $LITE laser units 2x more $FN capacity"
X Link @nagendraputhane 2025-10-19T05:51Z XXX followers, XX engagements
"Broadcom Tomahawk-6 Davisson CPO: wraps XX optical engines round a $TSM SiPh ASIC. $GLW supplies the dense fiber harnesses . CPO parts lift SiPh demand XXX and $LITE/ $COHR laser power +120 % over"
X Link @nagendraputhane 2025-10-19T06:25Z XXX followers, XX engagements
/creator/twitter::nagendraputhane