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# ![@nav09284172 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1627738953771106305.png) @nav09284172 משאם אחזקות

משאם אחזקות posts on X about $camt, $nvda, $avgo, ai the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1627738953771106305/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1627738953771106305/c:line/m:interactions.svg)

- [--] Week [------] +7,657%
- [--] Month [------] -19%
- [--] Months [------] +62%
- [--] Year [------] +51,166%

### Mentions: [--] [#](/creator/twitter::1627738953771106305/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1627738953771106305/c:line/m:posts_active.svg)

- [--] Months [--] +55%
- [--] Year [---] +5,050%

### Followers: [-----] [#](/creator/twitter::1627738953771106305/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1627738953771106305/c:line/m:followers.svg)

- [--] Week [-----] +0.94%
- [--] Month [-----] +15%
- [--] Months [-----] +65%
- [--] Year [-----] +150%

### CreatorRank: [---------] [#](/creator/twitter::1627738953771106305/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1627738953771106305/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [technology brands](/list/technology-brands)  [finance](/list/finance)  [cryptocurrencies](/list/cryptocurrencies)  [countries](/list/countries)  [automotive brands](/list/automotive-brands)  [celebrities](/list/celebrities)  [currencies](/list/currencies)  [exchanges](/list/exchanges)  [social networks](/list/social-networks) 

**Social topic influence**
[$camt](/topic/$camt) #6, [$nvda](/topic/$nvda), [$avgo](/topic/$avgo), [ai](/topic/ai), [$tsla](/topic/$tsla), [elon musk](/topic/elon-musk), [$onto](/topic/$onto), [samsung](/topic/samsung), [$qcom](/topic/$qcom), [$googl](/topic/$googl)

**Top accounts mentioned or mentioned by**
[@jukanlosreve](/creator/undefined) [@lepxii](/creator/undefined) [@elonmusk](/creator/undefined) [@hedgeyechips](/creator/undefined) [@jukan05](/creator/undefined) [@grok](/creator/undefined) [@semivisiontw](/creator/undefined) [@joerogan](/creator/undefined) [@minnvestor](/creator/undefined) [@askperplexity](/creator/undefined) [@dnystedt](/creator/undefined) [@nst24shem](/creator/undefined) [@maggietabibi](/creator/undefined) [@ishayfridman](/creator/undefined) [@moisesbeida](/creator/undefined) [@octopusking77](/creator/undefined) [@johactrsxan](/creator/undefined) [@motibir](/creator/undefined) [@immortaltradera](/creator/undefined) [@netanyahu](/creator/undefined)

**Top assets mentioned**
[Camtek Ltd (CAMT)](/topic/$camt) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Tesla, Inc. (TSLA)](/topic/$tsla) [Onto Innovation Inc. (ONTO)](/topic/$onto) [QUALCOMM, Inc. (QCOM)](/topic/$qcom) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [iShares BTC Trust (IBIT)](/topic/$ibit) [Bitcoin (BTC)](/topic/bitcoin) [Advanced Micro Devices (AMD)](/topic/$amd) [Intel Corporation (INTC)](/topic/$intc) [Nova Ltd. Ordinary Shares (NVMI)](/topic/$nvmi) [Oracle Corporation (ORCL)](/topic/$orcl) [3M Co (MMM)](/topic/$mmm) [Texas Instruments (TXN)](/topic/texas-instruments) [Marvell Technology Inc (MRVL)](/topic/$mrvl) [Ambarella, Inc. Ordinary Shares (AMBA)](/topic/$amba) [ASE Technology Holding Co., Ltd. (ASX)](/topic/$asx) [Public Storage (PSA)](/topic/public-storage) [American Tower Corp (AMT)](/topic/$amt) [STAG INDUSTRIAL, INC. (STAG)](/topic/$stag) [Earth [--] Essence (ESS)](/topic/$ess) [Mid-America Apartment Communities Inc (MAA)](/topic/$maa) [VICI Properties, Inc. (VICI)](/topic/$vici) [Measurable Data Token (MDT)](/topic/$mdt) [Cisco Systems Inc (CSCO)](/topic/$csco) [Cummins Inc. (CMI)](/topic/$cmi) [Adappter Token (ADP)](/topic/$adp) [UNIPOLY (UNP)](/topic/$unp) [Basis Cash (BAC)](/topic/$bac) [Alcoa, Corp. (AA)](/topic/$aa) [Campbell Soup Company (CPB)](/topic/$cpb) [Hershey Co (HSY)](/topic/$hsy) [Kraft Heinz Co (KHC)](/topic/$khc) [Salesforce Inc (CRM)](/topic/$crm) [Adobe, Inc. (ADBE)](/topic/$adbe) [GoldPro Token (GPRO)](/topic/$gpro) [Nike Inc (NKE)](/topic/$nke) [Taiwan Semiconductor (TSM)](/topic/$tsm) [UnitedHealth Group (UNH)](/topic/$unh) [Royal Bank of Canada (RY)](/topic/royal-bank-of-canada)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$ADBE      AI ""  
[X Link](https://x.com/nav09284172/status/1664368105357713415)  2023-06-01T20:27Z [---] followers, [--] engagements


"4000  $PYPL     [--]  59"  
[X Link](https://x.com/nav09284172/status/1664591421049806849)  2023-06-02T11:14Z [---] followers, [--] engagements


"$ $AMD      650"  
[X Link](https://x.com/nav09284172/status/1672019234824634373)  2023-06-22T23:12Z [---] followers, [--] engagements


"🏨🏪 Favourite REITs 🏪🏨 $O Realty Income - 5.2% Yield $VICI VICI Properties - 5.1% Yield $STAG STAG Industrial - 4.3% Yield $ESS Essex Property Trust - 4.2% Yield $PSA Public Storage - 4.2% Yield $MAA Mid-America Apartment - 3.9% Yield $AMT American Tower - 3.4% Yield"  
[X Link](https://x.com/nav09284172/status/1673278388251836417)  2023-06-26T10:33Z [----] followers, [---] engagements


"Morningstar Undervalued Stocks $MDT 21% Undervalued $MMM 19%Undervalued $QCOM 14% Undervalued $CSCO 8% Undervalued $V 6% Undervalued $CMI 6% Undervalued $ADP 3% Undervalued $UNP 1% Undervalued"  
[X Link](https://x.com/nav09284172/status/1674431474622423044)  2023-06-29T14:55Z [----] followers, [---] engagements


"#  $tgt         0.5"  
[X Link](https://x.com/nav09284172/status/1686061446247989266)  2023-07-31T17:09Z [----] followers, [--] engagements


"$cag $cpb $gis $hsY $K $KHC               "  
[X Link](https://x.com/nav09284172/status/1699362165029843181)  2023-09-06T10:01Z [---] followers, [---] engagements


"🚨" '  $NVDA  [--]  .  [-----]   [-----]  .    $NVDA  [---]   "  
[X Link](https://x.com/nav09284172/status/1702444900183146607)  2023-09-14T22:11Z [---] followers, [--] engagements


"@moises_beida In the long term we are in an upward trend and we have just completed a [---] upward correction and the closing of the gap in the rising bitcoin is a previous indication for a rally"  
[X Link](https://x.com/nav09284172/status/1716417063386820738)  2023-10-23T11:31Z [---] followers, [---] engagements


"https://maya.tase.co.il/reports/details/1645923 https://maya.tase.co.il/reports/details/1645923"  
[X Link](https://x.com/nav09284172/status/1889647612107657450)  2025-02-12T12:07Z [----] followers, [---] engagements


"@Octopusking77 $ppbt $plur"  
[X Link](https://x.com/nav09284172/status/1891907110792794210)  2025-02-18T17:46Z [----] followers, [---] engagements


"@JohacTrsxan What do you think about $camt stock"  
[X Link](https://x.com/nav09284172/status/1898498356386656405)  2025-03-08T22:17Z [----] followers, [--] engagements


"@moti_bir @immortaltraderA camt tsla"  
[X Link](https://x.com/nav09284172/status/1899422978128953765)  2025-03-11T11:31Z [----] followers, [--] engagements


"$NICE earnings: Total Revenue: $664.4 million up 14% yoy Cloud Revenue: $481.7 million a 26% increase. Non-GAAP Operating Income: $201.7 million up 19% with a robust 30.4% operating margin. Non-GAAP EPS: a 24% yoy increase. Operating Cash Flow: a 160% surge"  
[X Link](https://x.com/nav09284172/status/1922959940563410982)  2025-05-15T10:19Z [----] followers, [----] engagements


"$TSLA The buy zone is [---] where there will be a very strong support zone and Fibonacci support"  
[X Link](https://x.com/nav09284172/status/1930694952654168385)  2025-06-05T18:35Z [----] followers, [----] engagements


"$btc #btc Bitcoin target is $92000 area which is Fibonacci [---] support area and [---] moving average"  
[X Link](https://x.com/nav09284172/status/1930738045281816924)  2025-06-05T21:26Z [----] followers, [----] engagements


"$btc There is a correction and resistance area of Fibonacci [---] There is a nice short here"  
[X Link](https://x.com/nav09284172/status/1930895518055481712)  2025-06-06T07:52Z [----] followers, [---] engagements


"@netanyahu @realDonaldTrump @grok What is really behind this friendship"  
[X Link](https://x.com/nav09284172/status/1938222105339773222)  2025-06-26T13:05Z [----] followers, [---] engagements


"Texas Instruments $txn is going to spend $60 billion in the US on building chip factories and what does a chip factory need. That's right test equipment and who makes test equipment. $camt Camtech and it took its old one so we'll see orders right away"  
[X Link](https://x.com/nav09284172/status/1938580694839521311)  2025-06-27T12:50Z [----] followers, [----] engagements


"thanks @elonmusk"  
[X Link](https://x.com/nav09284172/status/1940151126080594137)  2025-07-01T20:50Z [----] followers, [----] engagements


"And here begins the race for HBM chips in phones. Huawei announced that it will equip its phones with HBM chips. Such a chip in a phone requires the size of very small chips and very small packages. And who makes machines that test at such resolutions. That's right $camt"  
[X Link](https://x.com/nav09284172/status/1940501948773683407)  2025-07-02T20:04Z [----] followers, [---] engagements


"https://wccftech.com/huawei-could-beat-apple-in-bringing-hbm-dram-to-smartphones/ https://wccftech.com/huawei-could-beat-apple-in-bringing-hbm-dram-to-smartphones/"  
[X Link](https://x.com/nav09284172/status/1940501962774270187)  2025-07-02T20:04Z [----] followers, [---] engagements


"Micron announced last week that it is now supplying HBM to four customers in high volumes starting with GPU platforms and ASIC platforms with HBM4 expected to be developed in [----]. And who makes the test machines for the hbm chips. Camtech $camt Texas Instruments $txn is going to spend $60 billion in the US on building chip factories and what does a chip factory need. That's right test equipment and who makes test equipment. $camt Camtech and it took its old one so we'll see orders right away. https://t.co/Cxwibz7l2S Texas Instruments $txn is going to spend $60 billion in the US on building"  
[X Link](https://x.com/nav09284172/status/1941955842569310642)  2025-07-06T20:22Z [----] followers, [----] engagements


"https://x.com/nav09284172/status/1897582930932690997   $camt https://x.com/nav09284172/status/1897582930932690997   $camt"  
[X Link](https://x.com/nav09284172/status/1941958551343145078)  2025-07-06T20:32Z [----] followers, [---] engagements


"Camtek is a top equipment producer for high bandwidth memory (HBM) and chiplets both critical to high performance computing systems. Their niche is inspection and metrology. Driven by AI demand HBM increased from 10% of Camtek's sales in [----] to 40% today"  
[X Link](https://x.com/nav09284172/status/1941958555013112227)  2025-07-06T20:32Z [----] followers, [---] engagements


"@yanir_dvir . $camt"  
[X Link](https://x.com/nav09284172/status/1942203445508772232)  2025-07-07T12:46Z [----] followers, [---] engagements


"$tsla Thank you very much @elonmusk"  
[X Link](https://x.com/nav09284172/status/1942220220862738484)  2025-07-07T13:52Z [----] followers, [----] engagements


"@Minnvestor $Kalc is not in $camt field at all. $camt is more in the advanced stage of packaging and focuses on small resolutions of [--] micron. $onto has generally failed its new test machines so the only one left in the field is $camt. https://x.com/nav09284172/status/1937983414595920092 https://x.com/nav09284172/status/1937999008825213219      (Advanced Packaging) bump inspection -Wafer-on-Wafer bonding.  onto  onto      https://t.co/B3UIKJhQ6U https://x.com/nav09284172/status/1937983414595920092 https://x.com/nav09284172/status/1937999008825213219      (Advanced Packaging) bump inspection"  
[X Link](https://x.com/nav09284172/status/1942723113931661519)  2025-07-08T23:10Z [----] followers, [---] engagements


"@arnondd  nvmi kalc onto asx KING YUAN $2449"  
[X Link](https://x.com/nav09284172/status/1942865361684094985)  2025-07-09T08:36Z [----] followers, [--] engagements


"@Jukanlosreve Basically what I understand from what you're saying is that $camt is going to get a lot of orders this year for its products from these companies because right now it's the only company that makes these HBM test https://x.com/nav09284172/status/1937999008825213219   hbm      "" (Bumps)    (   )   (die)   (wafer)      https://x.com/nav09284172/status/1937999008825213219   hbm      "" (Bumps)    (   )   (die)   (wafer)"  
[X Link](https://x.com/nav09284172/status/1944161291863490627)  2025-07-12T22:25Z [----] followers, [---] engagements


"$camt buy the dip"  
[X Link](https://x.com/nav09284172/status/1944759188158030291)  2025-07-14T14:01Z [----] followers, [----] engagements


"$tsla Tesla Q2 EPS $0.33 vs $0.42 Y/Y. Tesla Q2 Adj EPS $0.40 est $0.42. Tesla Q2 Rev $22.50B est $22.64B. Pairs: $TSLA"  
[X Link](https://x.com/nav09284172/status/1948113854665195616)  2025-07-23T20:11Z [----] followers, [----] engagements


"@ONetanel @lepxii @NBhgdrh 7.99"  
[X Link](https://x.com/nav09284172/status/1949940456793510341)  2025-07-28T21:10Z [----] followers, [--] engagements


"@tomerCBOE $camt 👀👀👀"  
[X Link](https://x.com/nav09284172/status/1951056761349152809)  2025-07-31T23:05Z [----] followers, [---] engagements


"#Tariffs rates for top [--] US Trading Partners: 10% on the United Kingdom 15% on Japan 15% on the European Union 15% on South Korea 20% on Taiwan 20% on Vietnam 25% on India The rest: 10% on the Falkland Islands 15% on Vanuatu 15% on Fiji 15% on Turkey 15% on Iceland 15% on New Zealand 15% on Nigeria 15% on Norway 15% on Afghanistan 15% on Angola 15% on Bolivia 15% on Botswana 15% on Cameroon 15% on Chad 15% on Costa Rica 15% on Cte dIvoire 15% on Lesotho 15% on Democratic Republic of the Congo 15% on Ecuador 15% on Equatorial Guinea 15% on Guyana 15% on Israel 15% on Jordan 15% on Ghana 15%"  
[X Link](https://x.com/nav09284172/status/1951075038561497587)  2025-08-01T00:18Z [----] followers, [---] engagements


"@lepxii $camt"  
[X Link](https://x.com/nav09284172/status/1952376279916781716)  2025-08-04T14:29Z [----] followers, [---] engagements


"@HedgeyeChips Why didn't she go on $onto Her devices don't even work camt's do"  
[X Link](https://x.com/nav09284172/status/1952763807995990286)  2025-08-05T16:09Z [----] followers, [---] engagements


"@A7122998 @CigarButtHunte7 https://globalmarketsinvestor.beehiiv.com/p/us-stocks-rallied-driven-by-big-tech-weekly-market-recap-trading-week-32-2025 https://globalmarketsinvestor.beehiiv.com/p/us-stocks-rallied-driven-by-big-tech-weekly-market-recap-trading-week-32-2025"  
[X Link](https://x.com/nav09284172/status/1954941278048915804)  2025-08-11T16:21Z [----] followers, [--] engagements


"@AskPerplexity @Jukanlosreve What about the Hawk device or the Eagle device"  
[X Link](https://x.com/nav09284172/status/1955003073731920109)  2025-08-11T20:27Z [----] followers, [--] engagements


"cpi    cpi  https://t.co/SLyhvjdi5U    cpi  https://t.co/SLyhvjdi5U"  
[X Link](https://x.com/nav09284172/status/1955245454943265025)  2025-08-12T12:30Z [----] followers, [----] engagements


"Weve been in an inflationary environment for over [--] years now and its strange. Looking at commodities we see sharp declines in energy and agricultural crops (wheat corn etc.) alongside increases in metals coffee and cattle. And yet inflation hasnt cooled. In my view the reason is simple: in the commodities market contracts arent signed every couple of months theyre signed for years. Until now weve been getting prices from contracts signed right after COVID during a period of explosive price growth as we came out of the crisis. Those contracts have been feeding the inflation were still feeling"  
[X Link](https://x.com/nav09284172/status/1955410863055073307)  2025-08-12T23:27Z [----] followers, [---] engagements


"🚨 U.S. Money Supply (M2) just hit an all-time high $22 trillion 💵 Fuel for more inflation or just balance sheet fluff before the storm 🤔"  
[X Link](https://x.com/nav09284172/status/1955416879641793009)  2025-08-12T23:51Z [----] followers, [---] engagements


"Samsung Electronics is setting up a Tesla ( $tsla )-dedicated line at its Taylor fab in the US with equipment installation starting Q4 and operations expected in H2 [----]. Initial capacity: 1015K wafers/month. More investments possible if Tesla orders or new customers grow"  
[X Link](https://x.com/nav09284172/status/1955428085433807350)  2025-08-13T00:36Z [----] followers, [---] engagements


"AI data center capex growth slowing sharply from 49% to 9% in [----] yet TSMCs CoWoS capacity still grows. Will prices drop Inventory build Or will data centers keep pace Whats your take #AI #Semiconductors $TSM $NVDA $AMD $AVGO #TechInvesting"  
[X Link](https://x.com/nav09284172/status/1955441676131901534)  2025-08-13T01:30Z [----] followers, [---] engagements


"Solidigm a subsidiary of SK HYNIX is expanding NAND flash production by 25% H2 [----]. Demand for enterprise SSDs powering AI is surging led by its industry-leading QLC product. NAND prices expected to rise 5-10% in Q3 amid better supply-demand balance. $INTC $NVDA $AMD"  
[X Link](https://x.com/nav09284172/status/1955787454478459336)  2025-08-14T00:24Z [----] followers, [---] engagements


"WARREN BUFFETT BOUGHT $unh    [--]    .   [--] .      [--]    .   [--] "  
[X Link](https://x.com/nav09284172/status/1956086396327964993)  2025-08-14T20:11Z [----] followers, [----] engagements


"🚨 Intel $INTC faces major talent drain as restructuring & project cuts push top engineers in packaging BSPDN & glass substrates to join Samsung. Samsung seizes the chance to strengthen its U.S. foundry Intels edge keeps slipping"  
[X Link](https://x.com/nav09284172/status/1957936672403791906)  2025-08-19T22:44Z [----] followers, [---] engagements


"Samsung has sent an HBM4 (6th generation) sample to Nvidia $NVDA which successfully passed reliability tests and will enter the pre-production stage at the end of this monththe final step before mass production. If no issues arise production could begin as early as NovemberDecember. Application: HBM4 will be integrated into Nvidias next AI accelerator (Rubin). SK Hynix Currently holds the exclusive supply deal with Nvidia $NVDA already started shipping HBM4 in June and plans mass production in October. If Samsung keeps pace it will close the gap quickly. HBM3E: Samsungs 12-Hi product is also"  
[X Link](https://x.com/nav09284172/status/1958283906811301925)  2025-08-20T21:44Z [----] followers, [---] engagements


"First Wilshire Securities Management Inc. purchased [------] shares of Camtek Ltd. $CAMT joining a series of investment institutions that are increasing their holdings in the company. Royal Bank of Canada increased its holdings in Camtek shares by 25.4% during the fourth quarter. It now owns [------] shares of the semiconductor company valued at $16714000 after acquiring an additional [-----] shares during the period. Oppenheimer Asset Management Inc. acquired a new stake in Camtek shares during the first quarter worth approximately $1101000. Ameriprise Financial Inc. increased its holdings in"  
[X Link](https://x.com/nav09284172/status/1958889666511286671)  2025-08-22T13:51Z [----] followers, [---] engagements


"🚨 The Giants Battle Over HBM4 is Nearing a Decision In Q1 next year $NVDA is expected to complete HBM4 qualification tests which will determine who gets into the supply chain for its upcoming Rubin GPU series. 🔹 Samsung using 1c DRAM (a more advanced node) which could provide a performance edge but faces challenges with yield and stability. Currently at ES sample stage and expected to ramp production by year-end. 🔹 SK hynix sticking with 1b DRAM (same as HBM3E) with proven reliability and strong manufacturing track record. Planning risk production already in Q4. NVIDIA isnt under immediate"  
[X Link](https://x.com/nav09284172/status/1960111045416296749)  2025-08-25T22:44Z [----] followers, [----] engagements


"At the White House Business Roundtable NVIDIA CEO Jensen Huang and Samsung CEO were photographed together with the presidents of the U.S. and South Korea. Speculation is rising that this meeting may signal final approval or acceleration of HBM4 supply from Samsung for NVIDIA. $NVDA 🚨 The Giants Battle Over HBM4 is Nearing a Decision In Q1 next year $NVDA is expected to complete HBM4 qualification tests which will determine who gets into the supply chain for its upcoming Rubin GPU series. 🔹 Samsung using 1c DRAM (a more advanced node) which could https://t.co/ALNDk0jn63 🚨 The Giants Battle"  
[X Link](https://x.com/nav09284172/status/1960448164747759703)  2025-08-26T21:04Z [----] followers, [---] engagements


"So before NVIDIAs earnings: Heres Morgan Stanleys review of $NVDA NVIDIA their outlook for Q2 and the broader market picture: NVIDIA ($NVDA) Earlier concerns (DeepSeek Blackwell delays cabinet issues data center construction slowdowns macro) have mostly faded. Market optimism has risen: October quarter revenue guidance is expected at $52.555 billion (Morgan Stanley estimates $52.5B). Key variable = Chinas contribution (several billion dollars). Licensing is unclear management likely to take a conservative stance. Some short-term guidance risk but the next [--] months are expected to be very"  
[X Link](https://x.com/nav09284172/status/1960794466878656763)  2025-08-27T20:00Z [----] followers, [----] engagements


"Revenue: $46.7B (+56% YoY beat est.) EPS: $1.08 (above consensus) Gross margin: 72.4% Outlook Q3: Revenue guide $54B 2% GM 73.3% $60B buyback program approved Blackwell platform demand accelerating with global partnerships (Disney SAP TSMC). $NVDA"  
[X Link](https://x.com/nav09284172/status/1960800588288966854)  2025-08-27T20:24Z [----] followers, [----] engagements


"$nvda Strengths Market leadership in AI/Data Center: Blackwell platform driving strong adoption and revenue growth. High profitability: Non-GAAP gross margin at 72.7% near historic highs. Strong financial position: $56.8B in cash/marketable securities and a $60B share buyback program. Broad portfolio growth: Gaming (+49% YoY) Automotive (+69% YoY) Professional Visualization (+32% YoY). Technological edge: NVLink rack-scale computing and Blackwell Ultra generation leap. Weaknesses Revenue concentration: 88% from Data Center heavy reliance on AI workloads. Dependency on new products: Blackwell"  
[X Link](https://x.com/nav09284172/status/1960802615958364474)  2025-08-27T20:32Z [----] followers, [---] engagements


"$mrvl reported strong Q2 fiscal [----] results with record revenue of $2.006 billion representing a 58% year-over-year increase. The company posted GAAP net income of $194.8 million ($0.22 per diluted share) and non-GAAP net income of $585.5 million ($0.67 per diluted share). The company's growth is driven by strong AI demand for custom silicon and electro-optics products along with recovery in enterprise networking and carrier infrastructure markets. Marvell is currently engaged in over [--] new AI opportunities across more than [--] customers. For Q3 fiscal [----] Marvell expects revenue of $2.060"  
[X Link](https://x.com/nav09284172/status/1961158523506552912)  2025-08-28T20:06Z [----] followers, [----] engagements


"Camtek CEO $CAMT: Crushing the Competition in 3D Metrology & Inspection Onto and KLA Cant Touch Them"  
[X Link](https://x.com/nav09284172/status/1962112045022666941)  2025-08-31T11:15Z [----] followers, [----] engagements


"Goldman Sachs forecasts that Cambricons AI chip shipments will grow from [------] units in [----] to over [--] million units in [----] surpassing [--] million units by [----]. This represents an impressive 72% compound annual growth rate (CAGR). Cambricon is a Chinese chipmaker specializing in AI processors. It developed the Cambricon Neural Processing Unit (NPU) AI accelerators designed for deep learning image processing voice recognition and more. Its main customers are server manufacturers data centers and it has partnerships with companies like Huawei which previously integrated Cambricon chips into"  
[X Link](https://x.com/nav09284172/status/1962597633698230395)  2025-09-01T19:25Z [----] followers, [----] engagements


"@MarketMaestro1 $camt"  
[X Link](https://x.com/nav09284172/status/1964698011445174662)  2025-09-07T14:31Z [----] followers, [---] engagements


"@TaiwaninIsrael Is there a video of the stand or lecture"  
[X Link](https://x.com/nav09284172/status/1966075429665837421)  2025-09-11T09:44Z [----] followers, [--] engagements


"@semivision_tw $camt"  
[X Link](https://x.com/nav09284172/status/1967869142549381626)  2025-09-16T08:32Z [----] followers, [--] engagements


"@yairlapid @POTUS 😂😂😂"  
[X Link](https://x.com/nav09284172/status/1976234867437523451)  2025-10-09T10:34Z [----] followers, [---] engagements


"@Minnvestor I see you're investing heavily in chips so why not in $camt"  
[X Link](https://x.com/nav09284172/status/1942703527501214020)  2025-07-08T21:53Z [----] followers, [---] engagements


"$klac KLA Corporation (NASDAQ: KLAC) reported strong financial results for Q4 and full fiscal year [----]. Q4 revenues reached $3.175 billion with GAAP EPS of $9.06 and non-GAAP EPS of $9.38. The company achieved record quarterly free cash flow of $1.06 billion. For FY2025 KLA posted total revenues of $12.16 billion with GAAP net income of $4.06 billion. Looking ahead to Q1 FY2026 KLA projects revenues of $3.15 billion $150 million and non-GAAP EPS guidance of $8.53 $0.77. The company highlighted its crucial role in supporting AI infrastructure development and semiconductor innovation across"  
[X Link](https://x.com/nav09284172/status/1951011385279750548)  2025-07-31T20:05Z [----] followers, [----] engagements


"@Jukanlosreve @AskPerplexity What testing machines are suitable for testing this type of chips"  
[X Link](https://x.com/nav09284172/status/1954991909434532338)  2025-08-11T19:42Z [----] followers, [---] engagements


". Google Search & Other $1.25T . DeepMind + TPU $897B . Google Cloud $572B . YouTube $446B . Waymo $173B . Google Network $138B  : $3.476T     2.5"  
[X Link](https://x.com/nav09284172/status/1959635308401545569)  2025-08-24T15:14Z [----] followers, [----] engagements


"J.P. Morgan: No signs of overheating in AI investments. CAPEX forecast for the top four hyperscalers: $398bn in [----] and $468bn in [----] (+18% YoY). Even with only +10% OCF growth in [----] and flat FCF hyperscalers can still fund this CAPEX increase. Reasoning model adoption among ChatGPT users is accelerating. Today 7% of free users and 24% of paid users are using reasoning models versus just 1% and 7% a few months ago. Token consumption for inference is rising steeply and expected to grow further with wider adoption of agentic AI and enterprise AI. Additional investments are coming from large"  
[X Link](https://x.com/nav09284172/status/1960633636774142300)  2025-08-27T09:21Z [----] followers, [---] engagements


"https://www.businesswire.com/news/home/20250827068508/en/Amkor-Technology-Issues-Statement-Regarding-City-of-Peoria-Land-Acquisition https://www.businesswire.com/news/home/20250827068508/en/Amkor-Technology-Issues-Statement-Regarding-City-of-Peoria-Land-Acquisition"  
[X Link](https://x.com/nav09284172/status/1960925958447259794)  2025-08-28T04:42Z [----] followers, [--] engagements


""Camtek CEO on Apple's WMCM Technology: 'We're Already Involved'" $camt"  
[X Link](https://x.com/nav09284172/status/1963010079176687649)  2025-09-02T22:44Z [----] followers, [----] engagements


"Camtek CEO on Customer Forecasts: No Impact Our Customers Are Increasing Investments $camt"  
[X Link](https://x.com/nav09284172/status/1963130564845637779)  2025-09-03T06:42Z [----] followers, [---] engagements


"$oii I think we are facing a strong movement"  
[X Link](https://x.com/nav09284172/status/1965542580546146705)  2025-09-09T22:27Z [----] followers, [----] engagements


"@NirLevy681 https://yzyz.substack.com/p/klac-vs-lasertec-vs-onto-vs-camt https://yzyz.substack.com/p/klac-vs-lasertec-vs-onto-vs-camt"  
[X Link](https://x.com/nav09284172/status/1966047408288149656)  2025-09-11T07:53Z [----] followers, [---] engagements


"@HedgeyeChips Are your panties burning $camt"  
[X Link](https://x.com/nav09284172/status/1968676784750071842)  2025-09-18T14:01Z [----] followers, [--] engagements


"@HedgeyeChips What about the shorts in the $camt Something is left of the underwear"  
[X Link](https://x.com/nav09284172/status/1972636950516621419)  2025-09-29T12:17Z [----] followers, [---] engagements


"@HedgeyeChips What about the short in $camt 🤣🤣🤣 I warned you too bad you didn't listen"  
[X Link](https://x.com/nav09284172/status/1973843005854581196)  2025-10-02T20:10Z [----] followers, [---] engagements


"@semivision_tw What about package inspection companies like $camt $kla $onto"  
[X Link](https://x.com/nav09284172/status/1974671218239586623)  2025-10-05T03:01Z [----] followers, [---] engagements


"Bullish flag in $camt"  
[X Link](https://x.com/nav09284172/status/1977730298444972243)  2025-10-13T13:37Z [----] followers, [----] engagements


"@semivision_tw What testing systems can test this technology are the $camt machines"  
[X Link](https://x.com/nav09284172/status/1981622712373309494)  2025-10-24T07:24Z [----] followers, [--] engagements


"@Jukanlosreve What about checking advanced chassis and connections of the bumps like $camt does"  
[X Link](https://x.com/nav09284172/status/1981624098640830737)  2025-10-24T07:29Z [----] followers, [---] engagements


"@Jukanlosreve This is not accurate kla is not the only company in the world in this field there is also camtek and $nvmi $camt The test technology is also very difficult to manufacture. I find it hard to believe that a startup in the field will succeed in defeating a giant like kla"  
[X Link](https://x.com/nav09284172/status/1982344380301070570)  2025-10-26T07:11Z [----] followers, [---] engagements


"@Jukanlosreve What about Israel it's crazy that the country is so small companies like Mellonx Tower Nova Camtech and many other companies came out"  
[X Link](https://x.com/nav09284172/status/1982394752273465655)  2025-10-26T10:31Z [----] followers, [----] engagements


"TECHNOLOGY AND SEMICO-NUCTOR NEWS - OCTOBER [--] [----] $QCOM $AMD $AVGO $MU $nvda $camt"  
[X Link](https://x.com/nav09284172/status/1982971993566630377)  2025-10-28T00:45Z [----] followers, [---] engagements


"Theres a company in South Korea that just keeps climbing it manufactures HBM memory chips and today it released its latest financial results. SK hynix Inc. Report: Consolidated Financial Statements for Q3 [----] (converted to USD) Market Capitalization: approximately $271 billion Current Share Price: [------] $372 Revenue: $17.46 billion (forecast: $17.87 billion -2%) Operating Profit: $8.13 billion (forecast: $8.31 billion -2%) Net Profit: $9.00 billion (forecast: $6.48 billion +39%) Quarterly Performance Trend: SK hynix posted another record-breaking quarter driven by surging demand for"  
[X Link](https://x.com/nav09284172/status/1983325832169889886)  2025-10-29T00:11Z [----] followers, [----] engagements


"@Avi_e_eisik @Nst24Shem"  
[X Link](https://x.com/nav09284172/status/1983664449178538278)  2025-10-29T22:37Z [----] followers, [--] engagements


"@dnystedt Who do you think will benefit the most from this I think $camt"  
[X Link](https://x.com/nav09284172/status/1984077923314495926)  2025-10-31T02:00Z [----] followers, [---] engagements


"$pltr Palantir Reports Q3 [----] U.S. Comm Revenue Growth of 121% Y/Y and Revenue Growth of 63% Y/Y; Guides Q4 Revenue to 61% Y/Y and U.S. Comm Revenue to 121% Y/Y; Raises FY [----] Revenue Guidance to 53% Y/Y Crushing Consensus Expectations Rhea-AI Impact (Moderate) Rhea-AI Sentiment (Neutral) Tags earnings 📷📷📷 03.11.2025 - 23:05 DENVER--(BUSINESS WIRE)-- Palantir Technologies Inc. (NASDAQ:PLTR) today announced financial results for the third quarter ended September [--] [----]. 114% - our Rule of [--] score These results make undeniable the transformational impact of using AIP to compound AI"  
[X Link](https://x.com/nav09284172/status/1985453448158941324)  2025-11-03T21:06Z [----] followers, [----] engagements


"@Jukanlosreve This is very significant for Camtek ( $camt) which lowered its [----] forecast due to delayed orders. Now that the equipment order has been brought forward we are seeing a lot of orders due to the fact that it manufactures the test machines for the HBM4 chips"  
[X Link](https://x.com/nav09284172/status/1988502345458585665)  2025-11-12T07:01Z [----] followers, [----] engagements


"I hate #Bitcoin But damn it looks good. There's some nice support here from several directions. #BTC $btc"  
[X Link](https://x.com/nav09284172/status/1989112534197022791)  2025-11-13T23:25Z [----] followers, [----] engagements


"@Jukanlosreve Thank you very much for all the content you upload. I wanted to ask. You recently announced that SK will start ordering test equipment for HBM4 and I didn't understand exactly when this quarter or next quarter or only in 2026"  
[X Link](https://x.com/nav09284172/status/1989165895097413855)  2025-11-14T02:58Z [----] followers, [--] engagements


"$nvda NVIDIA (NASDAQ: NVDA) reported record Q3 fiscal [----] revenue of $57.0 billion up 22% sequentially and 62% year-over-year driven by a record Data Center quarter of $51.2 billion (+25% Q/Q +66% Y/Y). GAAP and non-GAAP diluted EPS were both $1.30. GAAP gross margin was 73.4%; non-GAAP gross margin was 73.6%. Operating income was $36.0 billion (GAAP). During the first nine months of FY26 the company returned $37.0 billion to shareholders with $62.2 billion remaining on the buyback authorization. NVIDIA issued Q4 FY26 guidance of $65.0 billion 2% revenue and target non-GAAP margin 75.0%"  
[X Link](https://x.com/nav09284172/status/1991255361567752538)  2025-11-19T21:20Z [----] followers, [----] engagements


"@odlo434901  lly jnj"  
[X Link](https://x.com/nav09284172/status/1992930808420778213)  2025-11-24T12:18Z [----] followers, [--] engagements


"@jukan05 Why are you ignoring the equipment companies for testing this technology like $camt $nvmi $onto"  
[X Link](https://x.com/nav09284172/status/1996082378549145719)  2025-12-03T05:01Z [----] followers, [---] engagements


"Camtek AOI in Advanced CoWoS Packaging Inspection $camt"  
[X Link](https://x.com/nav09284172/status/1997474563366777219)  2025-12-07T01:13Z [----] followers, [----] engagements


"Why is $avgo crashing Very simply the CEO said on an investor call that custom chips like Google is doing with the TPU won't really replace Nvidia chips"  
[X Link](https://x.com/nav09284172/status/1999251380201209961)  2025-12-11T22:54Z [----] followers, [----] engagements


"My assessment is that the start of production (Ramp-up) in the second cleanroom of M15X will occur in the first half of [----]. This means that we should see orders for Camtek ( $camt) machines as early as the current quarter. The reason is that given the high demand they are advancing the production date just as we saw them do in cleanroom number one. The significant capacity will be achieved towards the end of the year. SK Hynix M15X 2nd Cleanroom Equipment Move-in Soon. Entering Hook-up Design Phase SK Hynix has started the hook-up design for the second cleanroom at its Cheongju M15X"  
[X Link](https://x.com/nav09284172/status/2000879236442177826)  2025-12-16T10:42Z [----] followers, [----] engagements


"@grok @TurnTaySJW @KobeissiLetter @Mr_Derivatives @grok"  
[X Link](https://x.com/nav09284172/status/2003956989244985835)  2025-12-24T22:32Z [----] followers, [--] engagements


"@Nst24Shem https://silvertrade.com/news/precious-metals/silver-news/margin-call-is-a-large-bullion-banks-short-silver-position-about-to-be-liquidated/ https://silvertrade.com/news/precious-metals/silver-news/margin-call-is-a-large-bullion-banks-short-silver-position-about-to-be-liquidated/"  
[X Link](https://x.com/nav09284172/status/2005554818115608702)  2025-12-29T08:21Z [----] followers, [---] engagements


"107   Note: Advanced chip packaging deal incoming The Foxconn AI server plant would be located at subsidiary Sharp's Kameyama campus interesting because Sharp sold/leased [--] plants there to Aoi Electronics for advanced semiconductor packaging (FOPLP - now in pilot production on track Note: Advanced chip packaging deal incoming The Foxconn AI server plant would be located at subsidiary Sharp's Kameyama campus interesting because Sharp sold/leased [--] plants there to Aoi Electronics for advanced semiconductor packaging (FOPLP - now in pilot production on track"  
[X Link](https://x.com/nav09284172/status/2005599175287955637)  2025-12-29T11:18Z [----] followers, [---] engagements


"@jukan05 China's drills and the looming confrontation with Taiwan don't stress you out a bit"  
[X Link](https://x.com/nav09284172/status/2006130201206353921)  2025-12-30T22:28Z [----] followers, [----] engagements


"@jukan05 This will be a very big problem in the chip sector. There will be a big panic around the sector and they will sell without realizing it"  
[X Link](https://x.com/nav09284172/status/2006130743127191673)  2025-12-30T22:30Z [----] followers, [----] engagements


"( )        (     ) @lepxii                  @lepxii"  
[X Link](https://x.com/anyuser/status/2019483663591960621)  2026-02-05T18:50Z [----] followers, [----] engagements


"ask ( $ask)         hpc hbm   [----]   [-----]  (3.6 )  45%  12%  (EPS) [---] .  17.1% ( [---]  [---]  ).       65%   35% .      .  (Final Test)   AI   [----].          HBM      mu sk Advantest .       (     )   https://t.co/WmY4dsDvMx      HBM      mu sk Advantest .       (     )   https://t.co/WmY4dsDvMx"  
[X Link](https://x.com/nav09284172/status/1984091958927880458)  2025-10-31T02:56Z [----] followers, [----] engagements


"10000 $avgo [-----] [-----] $camt [---]                     https://t.co/s2JjF44wFl                     https://t.co/s2JjF44wFl"  
[X Link](https://x.com/anyuser/status/2019124253438701845)  2026-02-04T19:01Z [----] followers, 21K engagements


"$amba        ELON TO JOE ROGAN: "PHONES WONT EXIST IN [--] YEARS" He says that they'll be replaced by AI edge nodes generating real-time video. No apps and no OS. Just direct AI-to-user interaction anticipating your every need. Source: @elonmusk @joerogan https://t.co/HXZuR6AQNY ELON TO JOE ROGAN: "PHONES WONT EXIST IN [--] YEARS" He says that they'll be replaced by AI edge nodes generating real-time video. No apps and no OS. Just direct AI-to-user interaction anticipating your every need. Source: @elonmusk @joerogan https://t.co/HXZuR6AQNY"  
[X Link](https://x.com/anyuser/status/2020759339028320398)  2026-02-09T07:19Z [----] followers, [----] engagements


"$lrcx Revenue: $5.34B. Gross Margin: Non-GAAP: $2.66B (49.7%). GAAP: $2.65B (49.6%). Operating Income: Non-GAAP: $1.83B (34.3%). GAAP: $1.81B (33.9%). Net Income: Non-GAAP: 1.60B(1.27 per diluted share). GAAP: 1.59B(1.26 per diluted share). Cash Flow & Cash Position: Operating Cash Flow (Quarterly): $1.48B. Free Cash Flow (Full Year 2025): $6.22B. Total Cash Cash Equivalents & Restricted Cash (End of 2025): $6.4B. Debt (As of June [----] Fiscal Year End): Gross (Senior Notes): $4.5B. Net: Net Cash Position (Cash balance of $6.4B exceeds total debt). Interest Rates: Ranging from 1.9% to 4.875%"  
[X Link](https://x.com/nav09284172/status/2016637457693880519)  2026-01-28T22:20Z [----] followers, [---] engagements


"vwap        $form   hpc [--]                   https://twitter.com/i/web/status/2019167489758785611 https://twitter.com/i/web/status/2019167489758785611"  
[X Link](https://x.com/nav09284172/status/2019167489758785611)  2026-02-04T21:53Z [----] followers, [----] engagements


"ASE Technology Holding $asx   ase   $camt       -OSAT    https://ir.aseglobal.com/html/ir_events_details.phpid=20796 https://ir.aseglobal.com/html/ir_events_details.phpid=20796"  
[X Link](https://x.com/nav09284172/status/1950806131426603248)  2025-07-31T06:30Z [----] followers, [----] engagements


"9% 🔧ASE Technology $ASX   : $0.11 ( $0.14 ) : 0% (-$0.11)  : $4.89 ( $5.00 ) : 12.4% (-$4.35 )   ASE Technology Holding $asx   ase   $camt       -OSAT    https://t.co/lFQZeChUtD https://t.co/Mt0ACFhwV1   ASE Technology Holding $asx   ase   $camt       -OSAT    https://t.co/lFQZeChUtD https://t.co/Mt0ACFhwV1"  
[X Link](https://x.com/nav09284172/status/1950996299639087126)  2025-07-31T19:05Z [----] followers, [---] engagements


"🚨 Cloud ASIC Battle Heats Up 🚨 Via Digitimes: 🔹 First Tier Broadcom Marvell MediaTek Alchip already winning Google & AWS orders. 🔹 Second Tier Qualcomm & Arm only entering now real revenues likely 2028+. 🔹 ASIC design cycles take years and CSPs prefer proven leaders. 🔹 Market will keep growing through [----] but most share stays with early movers. Takeaway: The pie is huge but the cream stays with the pioneers. $AVGO $MRVL $QCOM https://twitter.com/i/web/status/1960111845773078804 https://twitter.com/i/web/status/1960111845773078804"  
[X Link](https://x.com/nav09284172/status/1960111845773078804)  2025-08-25T22:47Z [----] followers, [---] engagements


"🚨 ASIC  🚨 Digitimes: 🔹 Broadcom Marvell MediaTek Alchip    Google AWS. 🔹 Qualcomm Arm    [----]. 🔹 ASIC  + CSPs   . 🔹   [----]    First Tier. Takeaway:    . $AVGO $MRVL $QCOM https://twitter.com/i/web/status/1960631371417969083 https://twitter.com/i/web/status/1960631371417969083"  
[X Link](https://x.com/nav09284172/status/1960631371417969083)  2025-08-27T09:12Z [----] followers, [---] engagements


"🚨 🚨       94000"  
[X Link](https://x.com/nav09284172/status/1990147692065092093)  2025-11-16T19:59Z [----] followers, 14.8K engagements


"@lepxii     .     https://www.tipranks.com/news/company-announcements/tower-semiconductor-and-switch-semiconductor-unveil-high-efficiency-power-solutionutm_source=marketbeat.com&utm_medium=referral https://www.tipranks.com/news/company-announcements/tower-semiconductor-and-switch-semiconductor-unveil-high-efficiency-power-solutionutm_source=marketbeat.com&utm_medium=referral"  
[X Link](https://x.com/nav09284172/status/1990737517864210844)  2025-11-18T11:03Z [----] followers, [--] engagements


"ASE  SPIL [----]  (360 )     TSMC   TSMC    ASE Technology  . 👀👀👀 $camt TSMCs overflow of CoWoS advanced packaging orders is turning into a bonanza for ASE Technology via outsourcing media report noting ASE and subsidiary SPIL have spent NT$11.2 billion (US$360 M) the past 2-months on plants & equipment to prepare for the influx of TSMC orders. TSMCs overflow of CoWoS advanced packaging orders is turning into a bonanza for ASE Technology via outsourcing media report noting ASE and subsidiary SPIL have spent NT$11.2 billion (US$360 M) the past 2-months on plants & equipment to prepare for the"  
[X Link](https://x.com/nav09284172/status/1997918043461005732)  2025-12-08T06:35Z [----] followers, [----] engagements


"$orcl     [---]  [---]    vwap"  
[X Link](https://x.com/nav09284172/status/2000682369867473021)  2025-12-15T21:40Z [----] followers, [----] engagements


"@jukan05 There is $camt which makes test equipment for HPC and HBM"  
[X Link](https://x.com/nav09284172/status/2016050548760350919)  2026-01-27T07:28Z [----] followers, [----] engagements


"@SemiAnalysis_ You forgot the friendship $camt $nvmi I think they are much more advanced $onto"  
[X Link](https://x.com/nav09284172/status/2016633135211974739)  2026-01-28T22:03Z [----] followers, [---] engagements


"$camt  3%  TSMC      CoWoS  [------]   [----].    Nvidia      AP7   AP8.         -CoPoS .  TSMC   ASE -Amkor.            .   CoPoS        ASE -Amkor    .          "  
[X Link](https://x.com/nav09284172/status/2016661736288387479)  2026-01-28T23:56Z [----] followers, [----] engagements


"-AI    [--]. $intc   (GPU)  . [--].    GPU   '' -Arm  GPU. [--]. -Foundry    14A (1.4 )            https://twitter.com/i/web/status/2018958226105024666 https://twitter.com/i/web/status/2018958226105024666"  
[X Link](https://x.com/nav09284172/status/2018958226105024666)  2026-02-04T08:02Z [----] followers, [----] engagements


"$ibit  [-----] [--]     .     https://t.co/q6knceMgwr     .     https://t.co/q6knceMgwr"  
[X Link](https://x.com/anyuser/status/2019541966523117818)  2026-02-05T22:41Z [----] followers, 16.3K engagements


"Amkor (  $camt)     [----]  [----]  [---] [---]  [----]      HDFO (High Density Fan-Out) Flip Chip  -HPC AI.        .  11%    [----]     [--]  Amkor [----]        . https://twitter.com/i/web/status/2021007379740098815 https://twitter.com/i/web/status/2021007379740098815"  
[X Link](https://x.com/anyuser/status/2021007379740098815)  2026-02-09T23:44Z [----] followers, [----] engagements


": via @YouTube https://www.youtube.com/watchv=kVOI2a1eIBc https://www.youtube.com/watchv=kVOI2a1eIBc"  
[X Link](https://x.com/anyuser/status/2015410175356645816)  2026-01-25T13:03Z [----] followers, 11.3K engagements


"IT     .            (  😉).    50%   100%    .    Priority SAP          .     (  ' ).  . AI        '       '  .   UI    .       (     )     (UI) 80%   IT                                      .      .          .   .  ""     .   "  
[X Link](https://x.com/anyuser/status/2022808627027886186)  2026-02-14T23:02Z [----] followers, [---] engagements


".    " "    [----]    50%  "  
[X Link](https://x.com/anyuser/status/2022310043874447654)  2026-02-13T14:01Z [----] followers, [----] engagements


".        '                  .        '"  
[X Link](https://x.com/anyuser/status/2022007614671045113)  2026-02-12T17:59Z [----] followers, [----] engagements


"Amkor (  $camt)     [----]  [----]  [---] [---]  [----]      HDFO (High Density Fan-Out) Flip Chip  -HPC AI.        .  11%    [----]     [--]  Amkor [----]        . https://twitter.com/i/web/status/2021007379740098815 https://twitter.com/i/web/status/2021007379740098815"  
[X Link](https://x.com/anyuser/status/2021007379740098815)  2026-02-09T23:44Z [----] followers, [----] engagements


"$amba        ELON TO JOE ROGAN: "PHONES WONT EXIST IN [--] YEARS" He says that they'll be replaced by AI edge nodes generating real-time video. No apps and no OS. Just direct AI-to-user interaction anticipating your every need. Source: @elonmusk @joerogan https://t.co/HXZuR6AQNY ELON TO JOE ROGAN: "PHONES WONT EXIST IN [--] YEARS" He says that they'll be replaced by AI edge nodes generating real-time video. No apps and no OS. Just direct AI-to-user interaction anticipating your every need. Source: @elonmusk @joerogan https://t.co/HXZuR6AQNY"  
[X Link](https://x.com/anyuser/status/2020759339028320398)  2026-02-09T07:19Z [----] followers, [----] engagements


"ELON TO JOE ROGAN: "PHONES WONT EXIST IN [--] YEARS" He says that they'll be replaced by AI edge nodes generating real-time video. No apps and no OS. Just direct AI-to-user interaction anticipating your every need. Source: @elonmusk @joerogan https://twitter.com/i/web/status/2020299123967042014 https://twitter.com/i/web/status/2020299123967042014"  
[X Link](https://x.com/anyuser/status/2020299123967042014)  2026-02-08T00:50Z 3M followers, 390.5K engagements


"it.            ( [--]  )"  
[X Link](https://x.com/anyuser/status/2019043261848191126)  2026-02-04T13:40Z [----] followers, [----] engagements


"RT @nav09284172:          "  
[X Link](https://x.com/anyuser/status/2020601568928690413)  2026-02-08T20:52Z [----] followers, [--] engagements


".          '      .   (  ' )    (  )              '                              .     [--]  :     -  # @MaggieTabibi @IshayFridman https://t.co/5D0pu5FdF3 [--]  :     -  # @MaggieTabibi @IshayFridman https://t.co/5D0pu5FdF3"  
[X Link](https://x.com/anyuser/status/2019008956610318595)  2026-02-04T11:23Z [----] followers, [----] engagements


"14  :     -  # @MaggieTabibi @IshayFridman"  
[X Link](https://x.com/anyuser/status/2018757548485005774)  2026-02-03T18:44Z 161.4K followers, 103.5K engagements


"3 [----]  [--] [----].  [--]    https://t.co/cmx9bMzxAx https://t.co/cmx9bMzxAx"  
[X Link](https://x.com/anyuser/status/2020565689430663424)  2026-02-08T18:29Z [----] followers, [----] engagements


"'      '               [----] http://x.com/i/article/2018959978095128576 http://x.com/i/article/2018959978095128576"  
[X Link](https://x.com/anyuser/status/2018985243030573357)  2026-02-04T09:49Z [----] followers, 16.1K engagements


"'        ( )                   $ibit  [-----] [--] https://t.co/OaQBoq3FVZ    $ibit  [-----] [--] https://t.co/OaQBoq3FVZ"  
[X Link](https://x.com/anyuser/status/2020430174832181533)  2026-02-08T09:31Z [----] followers, [----] engagements


"$ibit  [-----] [--]     .     https://t.co/q6knceMgwr     .     https://t.co/q6knceMgwr"  
[X Link](https://x.com/anyuser/status/2019541966523117818)  2026-02-05T22:41Z [----] followers, 16.3K engagements


"$ibit  [-----] [--] https://t.co/OaQBoq3FVZ    $ibit  [-----] [--] https://t.co/OaQBoq3FVZ"  
[X Link](https://x.com/anyuser/status/2019770070189191359)  2026-02-06T13:48Z [----] followers, [----] engagements


".                                  vwap https://t.co/8j0mGUT1RP                              vwap https://t.co/8j0mGUT1RP"  
[X Link](https://x.com/anyuser/status/2019433578283823544)  2026-02-05T15:30Z [----] followers, 13.7K engagements


"( )        (     ) @lepxii                  @lepxii"  
[X Link](https://x.com/anyuser/status/2019483663591960621)  2026-02-05T18:50Z [----] followers, [----] engagements


"vwap  [--]   [--]        vwap       [-----]     vwap  [----]      [--]   [--]                 52"  
[X Link](https://x.com/anyuser/status/2018088038413303888)  2026-02-01T22:24Z [----] followers, 22.1K engagements


"'     TSMC   WMCM      SoIC -CoWoS"  
[X Link](https://x.com/anyuser/status/2019218678437544183)  2026-02-05T01:17Z [----] followers, [----] engagements


"10000 $avgo [-----] [-----] $camt [---]                     https://t.co/s2JjF44wFl                     https://t.co/s2JjF44wFl"  
[X Link](https://x.com/anyuser/status/2019124253438701845)  2026-02-04T19:01Z [----] followers, 21K engagements


"$camt https://t.co/L8UJe5oEVI     $camt https://t.co/L8UJe5oEVI"  
[X Link](https://x.com/anyuser/status/2019108719963820537)  2026-02-04T18:00Z [----] followers, 18.5K engagements

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

@nav09284172 Avatar @nav09284172 משאם אחזקות

משאם אחזקות posts on X about $camt, $nvda, $avgo, ai the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

Engagements: [-----] #

Engagements Line Chart

  • [--] Week [------] +7,657%
  • [--] Month [------] -19%
  • [--] Months [------] +62%
  • [--] Year [------] +51,166%

Mentions: [--] #

Mentions Line Chart

  • [--] Months [--] +55%
  • [--] Year [---] +5,050%

Followers: [-----] #

Followers Line Chart

  • [--] Week [-----] +0.94%
  • [--] Month [-----] +15%
  • [--] Months [-----] +65%
  • [--] Year [-----] +150%

CreatorRank: [---------] #

CreatorRank Line Chart

Social Influence

Social category influence stocks technology brands finance cryptocurrencies countries automotive brands celebrities currencies exchanges social networks

Social topic influence $camt #6, $nvda, $avgo, ai, $tsla, elon musk, $onto, samsung, $qcom, $googl

Top accounts mentioned or mentioned by @jukanlosreve @lepxii @elonmusk @hedgeyechips @jukan05 @grok @semivisiontw @joerogan @minnvestor @askperplexity @dnystedt @nst24shem @maggietabibi @ishayfridman @moisesbeida @octopusking77 @johactrsxan @motibir @immortaltradera @netanyahu

Top assets mentioned Camtek Ltd (CAMT) NVIDIA Corp. (NVDA) Broadcom, Inc. (AVGO) Tesla, Inc. (TSLA) Onto Innovation Inc. (ONTO) QUALCOMM, Inc. (QCOM) Alphabet Inc Class A (GOOGL) iShares BTC Trust (IBIT) Bitcoin (BTC) Advanced Micro Devices (AMD) Intel Corporation (INTC) Nova Ltd. Ordinary Shares (NVMI) Oracle Corporation (ORCL) 3M Co (MMM) Texas Instruments (TXN) Marvell Technology Inc (MRVL) Ambarella, Inc. Ordinary Shares (AMBA) ASE Technology Holding Co., Ltd. (ASX) Public Storage (PSA) American Tower Corp (AMT) STAG INDUSTRIAL, INC. (STAG) Earth [--] Essence (ESS) Mid-America Apartment Communities Inc (MAA) VICI Properties, Inc. (VICI) Measurable Data Token (MDT) Cisco Systems Inc (CSCO) Cummins Inc. (CMI) Adappter Token (ADP) UNIPOLY (UNP) Basis Cash (BAC) Alcoa, Corp. (AA) Campbell Soup Company (CPB) Hershey Co (HSY) Kraft Heinz Co (KHC) Salesforce Inc (CRM) Adobe, Inc. (ADBE) GoldPro Token (GPRO) Nike Inc (NKE) Taiwan Semiconductor (TSM) UnitedHealth Group (UNH) Royal Bank of Canada (RY)

Top Social Posts

Top posts by engagements in the last [--] hours

"$ADBE AI ""
X Link 2023-06-01T20:27Z [---] followers, [--] engagements

"4000 $PYPL [--] 59"
X Link 2023-06-02T11:14Z [---] followers, [--] engagements

"$ $AMD 650"
X Link 2023-06-22T23:12Z [---] followers, [--] engagements

"🏨🏪 Favourite REITs 🏪🏨 $O Realty Income - 5.2% Yield $VICI VICI Properties - 5.1% Yield $STAG STAG Industrial - 4.3% Yield $ESS Essex Property Trust - 4.2% Yield $PSA Public Storage - 4.2% Yield $MAA Mid-America Apartment - 3.9% Yield $AMT American Tower - 3.4% Yield"
X Link 2023-06-26T10:33Z [----] followers, [---] engagements

"Morningstar Undervalued Stocks $MDT 21% Undervalued $MMM 19%Undervalued $QCOM 14% Undervalued $CSCO 8% Undervalued $V 6% Undervalued $CMI 6% Undervalued $ADP 3% Undervalued $UNP 1% Undervalued"
X Link 2023-06-29T14:55Z [----] followers, [---] engagements

"# $tgt 0.5"
X Link 2023-07-31T17:09Z [----] followers, [--] engagements

"$cag $cpb $gis $hsY $K $KHC "
X Link 2023-09-06T10:01Z [---] followers, [---] engagements

"🚨" ' $NVDA [--] . [-----] [-----] . $NVDA [---] "
X Link 2023-09-14T22:11Z [---] followers, [--] engagements

"@moises_beida In the long term we are in an upward trend and we have just completed a [---] upward correction and the closing of the gap in the rising bitcoin is a previous indication for a rally"
X Link 2023-10-23T11:31Z [---] followers, [---] engagements

"https://maya.tase.co.il/reports/details/1645923 https://maya.tase.co.il/reports/details/1645923"
X Link 2025-02-12T12:07Z [----] followers, [---] engagements

"@Octopusking77 $ppbt $plur"
X Link 2025-02-18T17:46Z [----] followers, [---] engagements

"@JohacTrsxan What do you think about $camt stock"
X Link 2025-03-08T22:17Z [----] followers, [--] engagements

"@moti_bir @immortaltraderA camt tsla"
X Link 2025-03-11T11:31Z [----] followers, [--] engagements

"$NICE earnings: Total Revenue: $664.4 million up 14% yoy Cloud Revenue: $481.7 million a 26% increase. Non-GAAP Operating Income: $201.7 million up 19% with a robust 30.4% operating margin. Non-GAAP EPS: a 24% yoy increase. Operating Cash Flow: a 160% surge"
X Link 2025-05-15T10:19Z [----] followers, [----] engagements

"$TSLA The buy zone is [---] where there will be a very strong support zone and Fibonacci support"
X Link 2025-06-05T18:35Z [----] followers, [----] engagements

"$btc #btc Bitcoin target is $92000 area which is Fibonacci [---] support area and [---] moving average"
X Link 2025-06-05T21:26Z [----] followers, [----] engagements

"$btc There is a correction and resistance area of Fibonacci [---] There is a nice short here"
X Link 2025-06-06T07:52Z [----] followers, [---] engagements

"@netanyahu @realDonaldTrump @grok What is really behind this friendship"
X Link 2025-06-26T13:05Z [----] followers, [---] engagements

"Texas Instruments $txn is going to spend $60 billion in the US on building chip factories and what does a chip factory need. That's right test equipment and who makes test equipment. $camt Camtech and it took its old one so we'll see orders right away"
X Link 2025-06-27T12:50Z [----] followers, [----] engagements

"thanks @elonmusk"
X Link 2025-07-01T20:50Z [----] followers, [----] engagements

"And here begins the race for HBM chips in phones. Huawei announced that it will equip its phones with HBM chips. Such a chip in a phone requires the size of very small chips and very small packages. And who makes machines that test at such resolutions. That's right $camt"
X Link 2025-07-02T20:04Z [----] followers, [---] engagements

"https://wccftech.com/huawei-could-beat-apple-in-bringing-hbm-dram-to-smartphones/ https://wccftech.com/huawei-could-beat-apple-in-bringing-hbm-dram-to-smartphones/"
X Link 2025-07-02T20:04Z [----] followers, [---] engagements

"Micron announced last week that it is now supplying HBM to four customers in high volumes starting with GPU platforms and ASIC platforms with HBM4 expected to be developed in [----]. And who makes the test machines for the hbm chips. Camtech $camt Texas Instruments $txn is going to spend $60 billion in the US on building chip factories and what does a chip factory need. That's right test equipment and who makes test equipment. $camt Camtech and it took its old one so we'll see orders right away. https://t.co/Cxwibz7l2S Texas Instruments $txn is going to spend $60 billion in the US on building"
X Link 2025-07-06T20:22Z [----] followers, [----] engagements

"https://x.com/nav09284172/status/1897582930932690997 $camt https://x.com/nav09284172/status/1897582930932690997 $camt"
X Link 2025-07-06T20:32Z [----] followers, [---] engagements

"Camtek is a top equipment producer for high bandwidth memory (HBM) and chiplets both critical to high performance computing systems. Their niche is inspection and metrology. Driven by AI demand HBM increased from 10% of Camtek's sales in [----] to 40% today"
X Link 2025-07-06T20:32Z [----] followers, [---] engagements

"@yanir_dvir . $camt"
X Link 2025-07-07T12:46Z [----] followers, [---] engagements

"$tsla Thank you very much @elonmusk"
X Link 2025-07-07T13:52Z [----] followers, [----] engagements

"@Minnvestor $Kalc is not in $camt field at all. $camt is more in the advanced stage of packaging and focuses on small resolutions of [--] micron. $onto has generally failed its new test machines so the only one left in the field is $camt. https://x.com/nav09284172/status/1937983414595920092 https://x.com/nav09284172/status/1937999008825213219 (Advanced Packaging) bump inspection -Wafer-on-Wafer bonding. onto onto https://t.co/B3UIKJhQ6U https://x.com/nav09284172/status/1937983414595920092 https://x.com/nav09284172/status/1937999008825213219 (Advanced Packaging) bump inspection"
X Link 2025-07-08T23:10Z [----] followers, [---] engagements

"@arnondd nvmi kalc onto asx KING YUAN $2449"
X Link 2025-07-09T08:36Z [----] followers, [--] engagements

"@Jukanlosreve Basically what I understand from what you're saying is that $camt is going to get a lot of orders this year for its products from these companies because right now it's the only company that makes these HBM test https://x.com/nav09284172/status/1937999008825213219 hbm "" (Bumps) ( ) (die) (wafer) https://x.com/nav09284172/status/1937999008825213219 hbm "" (Bumps) ( ) (die) (wafer)"
X Link 2025-07-12T22:25Z [----] followers, [---] engagements

"$camt buy the dip"
X Link 2025-07-14T14:01Z [----] followers, [----] engagements

"$tsla Tesla Q2 EPS $0.33 vs $0.42 Y/Y. Tesla Q2 Adj EPS $0.40 est $0.42. Tesla Q2 Rev $22.50B est $22.64B. Pairs: $TSLA"
X Link 2025-07-23T20:11Z [----] followers, [----] engagements

"@ONetanel @lepxii @NBhgdrh 7.99"
X Link 2025-07-28T21:10Z [----] followers, [--] engagements

"@tomerCBOE $camt 👀👀👀"
X Link 2025-07-31T23:05Z [----] followers, [---] engagements

"#Tariffs rates for top [--] US Trading Partners: 10% on the United Kingdom 15% on Japan 15% on the European Union 15% on South Korea 20% on Taiwan 20% on Vietnam 25% on India The rest: 10% on the Falkland Islands 15% on Vanuatu 15% on Fiji 15% on Turkey 15% on Iceland 15% on New Zealand 15% on Nigeria 15% on Norway 15% on Afghanistan 15% on Angola 15% on Bolivia 15% on Botswana 15% on Cameroon 15% on Chad 15% on Costa Rica 15% on Cte dIvoire 15% on Lesotho 15% on Democratic Republic of the Congo 15% on Ecuador 15% on Equatorial Guinea 15% on Guyana 15% on Israel 15% on Jordan 15% on Ghana 15%"
X Link 2025-08-01T00:18Z [----] followers, [---] engagements

"@lepxii $camt"
X Link 2025-08-04T14:29Z [----] followers, [---] engagements

"@HedgeyeChips Why didn't she go on $onto Her devices don't even work camt's do"
X Link 2025-08-05T16:09Z [----] followers, [---] engagements

"@A7122998 @CigarButtHunte7 https://globalmarketsinvestor.beehiiv.com/p/us-stocks-rallied-driven-by-big-tech-weekly-market-recap-trading-week-32-2025 https://globalmarketsinvestor.beehiiv.com/p/us-stocks-rallied-driven-by-big-tech-weekly-market-recap-trading-week-32-2025"
X Link 2025-08-11T16:21Z [----] followers, [--] engagements

"@AskPerplexity @Jukanlosreve What about the Hawk device or the Eagle device"
X Link 2025-08-11T20:27Z [----] followers, [--] engagements

"cpi cpi https://t.co/SLyhvjdi5U cpi https://t.co/SLyhvjdi5U"
X Link 2025-08-12T12:30Z [----] followers, [----] engagements

"Weve been in an inflationary environment for over [--] years now and its strange. Looking at commodities we see sharp declines in energy and agricultural crops (wheat corn etc.) alongside increases in metals coffee and cattle. And yet inflation hasnt cooled. In my view the reason is simple: in the commodities market contracts arent signed every couple of months theyre signed for years. Until now weve been getting prices from contracts signed right after COVID during a period of explosive price growth as we came out of the crisis. Those contracts have been feeding the inflation were still feeling"
X Link 2025-08-12T23:27Z [----] followers, [---] engagements

"🚨 U.S. Money Supply (M2) just hit an all-time high $22 trillion 💵 Fuel for more inflation or just balance sheet fluff before the storm 🤔"
X Link 2025-08-12T23:51Z [----] followers, [---] engagements

"Samsung Electronics is setting up a Tesla ( $tsla )-dedicated line at its Taylor fab in the US with equipment installation starting Q4 and operations expected in H2 [----]. Initial capacity: 1015K wafers/month. More investments possible if Tesla orders or new customers grow"
X Link 2025-08-13T00:36Z [----] followers, [---] engagements

"AI data center capex growth slowing sharply from 49% to 9% in [----] yet TSMCs CoWoS capacity still grows. Will prices drop Inventory build Or will data centers keep pace Whats your take #AI #Semiconductors $TSM $NVDA $AMD $AVGO #TechInvesting"
X Link 2025-08-13T01:30Z [----] followers, [---] engagements

"Solidigm a subsidiary of SK HYNIX is expanding NAND flash production by 25% H2 [----]. Demand for enterprise SSDs powering AI is surging led by its industry-leading QLC product. NAND prices expected to rise 5-10% in Q3 amid better supply-demand balance. $INTC $NVDA $AMD"
X Link 2025-08-14T00:24Z [----] followers, [---] engagements

"WARREN BUFFETT BOUGHT $unh [--] . [--] . [--] . [--] "
X Link 2025-08-14T20:11Z [----] followers, [----] engagements

"🚨 Intel $INTC faces major talent drain as restructuring & project cuts push top engineers in packaging BSPDN & glass substrates to join Samsung. Samsung seizes the chance to strengthen its U.S. foundry Intels edge keeps slipping"
X Link 2025-08-19T22:44Z [----] followers, [---] engagements

"Samsung has sent an HBM4 (6th generation) sample to Nvidia $NVDA which successfully passed reliability tests and will enter the pre-production stage at the end of this monththe final step before mass production. If no issues arise production could begin as early as NovemberDecember. Application: HBM4 will be integrated into Nvidias next AI accelerator (Rubin). SK Hynix Currently holds the exclusive supply deal with Nvidia $NVDA already started shipping HBM4 in June and plans mass production in October. If Samsung keeps pace it will close the gap quickly. HBM3E: Samsungs 12-Hi product is also"
X Link 2025-08-20T21:44Z [----] followers, [---] engagements

"First Wilshire Securities Management Inc. purchased [------] shares of Camtek Ltd. $CAMT joining a series of investment institutions that are increasing their holdings in the company. Royal Bank of Canada increased its holdings in Camtek shares by 25.4% during the fourth quarter. It now owns [------] shares of the semiconductor company valued at $16714000 after acquiring an additional [-----] shares during the period. Oppenheimer Asset Management Inc. acquired a new stake in Camtek shares during the first quarter worth approximately $1101000. Ameriprise Financial Inc. increased its holdings in"
X Link 2025-08-22T13:51Z [----] followers, [---] engagements

"🚨 The Giants Battle Over HBM4 is Nearing a Decision In Q1 next year $NVDA is expected to complete HBM4 qualification tests which will determine who gets into the supply chain for its upcoming Rubin GPU series. 🔹 Samsung using 1c DRAM (a more advanced node) which could provide a performance edge but faces challenges with yield and stability. Currently at ES sample stage and expected to ramp production by year-end. 🔹 SK hynix sticking with 1b DRAM (same as HBM3E) with proven reliability and strong manufacturing track record. Planning risk production already in Q4. NVIDIA isnt under immediate"
X Link 2025-08-25T22:44Z [----] followers, [----] engagements

"At the White House Business Roundtable NVIDIA CEO Jensen Huang and Samsung CEO were photographed together with the presidents of the U.S. and South Korea. Speculation is rising that this meeting may signal final approval or acceleration of HBM4 supply from Samsung for NVIDIA. $NVDA 🚨 The Giants Battle Over HBM4 is Nearing a Decision In Q1 next year $NVDA is expected to complete HBM4 qualification tests which will determine who gets into the supply chain for its upcoming Rubin GPU series. 🔹 Samsung using 1c DRAM (a more advanced node) which could https://t.co/ALNDk0jn63 🚨 The Giants Battle"
X Link 2025-08-26T21:04Z [----] followers, [---] engagements

"So before NVIDIAs earnings: Heres Morgan Stanleys review of $NVDA NVIDIA their outlook for Q2 and the broader market picture: NVIDIA ($NVDA) Earlier concerns (DeepSeek Blackwell delays cabinet issues data center construction slowdowns macro) have mostly faded. Market optimism has risen: October quarter revenue guidance is expected at $52.555 billion (Morgan Stanley estimates $52.5B). Key variable = Chinas contribution (several billion dollars). Licensing is unclear management likely to take a conservative stance. Some short-term guidance risk but the next [--] months are expected to be very"
X Link 2025-08-27T20:00Z [----] followers, [----] engagements

"Revenue: $46.7B (+56% YoY beat est.) EPS: $1.08 (above consensus) Gross margin: 72.4% Outlook Q3: Revenue guide $54B 2% GM 73.3% $60B buyback program approved Blackwell platform demand accelerating with global partnerships (Disney SAP TSMC). $NVDA"
X Link 2025-08-27T20:24Z [----] followers, [----] engagements

"$nvda Strengths Market leadership in AI/Data Center: Blackwell platform driving strong adoption and revenue growth. High profitability: Non-GAAP gross margin at 72.7% near historic highs. Strong financial position: $56.8B in cash/marketable securities and a $60B share buyback program. Broad portfolio growth: Gaming (+49% YoY) Automotive (+69% YoY) Professional Visualization (+32% YoY). Technological edge: NVLink rack-scale computing and Blackwell Ultra generation leap. Weaknesses Revenue concentration: 88% from Data Center heavy reliance on AI workloads. Dependency on new products: Blackwell"
X Link 2025-08-27T20:32Z [----] followers, [---] engagements

"$mrvl reported strong Q2 fiscal [----] results with record revenue of $2.006 billion representing a 58% year-over-year increase. The company posted GAAP net income of $194.8 million ($0.22 per diluted share) and non-GAAP net income of $585.5 million ($0.67 per diluted share). The company's growth is driven by strong AI demand for custom silicon and electro-optics products along with recovery in enterprise networking and carrier infrastructure markets. Marvell is currently engaged in over [--] new AI opportunities across more than [--] customers. For Q3 fiscal [----] Marvell expects revenue of $2.060"
X Link 2025-08-28T20:06Z [----] followers, [----] engagements

"Camtek CEO $CAMT: Crushing the Competition in 3D Metrology & Inspection Onto and KLA Cant Touch Them"
X Link 2025-08-31T11:15Z [----] followers, [----] engagements

"Goldman Sachs forecasts that Cambricons AI chip shipments will grow from [------] units in [----] to over [--] million units in [----] surpassing [--] million units by [----]. This represents an impressive 72% compound annual growth rate (CAGR). Cambricon is a Chinese chipmaker specializing in AI processors. It developed the Cambricon Neural Processing Unit (NPU) AI accelerators designed for deep learning image processing voice recognition and more. Its main customers are server manufacturers data centers and it has partnerships with companies like Huawei which previously integrated Cambricon chips into"
X Link 2025-09-01T19:25Z [----] followers, [----] engagements

"@MarketMaestro1 $camt"
X Link 2025-09-07T14:31Z [----] followers, [---] engagements

"@TaiwaninIsrael Is there a video of the stand or lecture"
X Link 2025-09-11T09:44Z [----] followers, [--] engagements

"@semivision_tw $camt"
X Link 2025-09-16T08:32Z [----] followers, [--] engagements

"@yairlapid @POTUS 😂😂😂"
X Link 2025-10-09T10:34Z [----] followers, [---] engagements

"@Minnvestor I see you're investing heavily in chips so why not in $camt"
X Link 2025-07-08T21:53Z [----] followers, [---] engagements

"$klac KLA Corporation (NASDAQ: KLAC) reported strong financial results for Q4 and full fiscal year [----]. Q4 revenues reached $3.175 billion with GAAP EPS of $9.06 and non-GAAP EPS of $9.38. The company achieved record quarterly free cash flow of $1.06 billion. For FY2025 KLA posted total revenues of $12.16 billion with GAAP net income of $4.06 billion. Looking ahead to Q1 FY2026 KLA projects revenues of $3.15 billion $150 million and non-GAAP EPS guidance of $8.53 $0.77. The company highlighted its crucial role in supporting AI infrastructure development and semiconductor innovation across"
X Link 2025-07-31T20:05Z [----] followers, [----] engagements

"@Jukanlosreve @AskPerplexity What testing machines are suitable for testing this type of chips"
X Link 2025-08-11T19:42Z [----] followers, [---] engagements

". Google Search & Other $1.25T . DeepMind + TPU $897B . Google Cloud $572B . YouTube $446B . Waymo $173B . Google Network $138B : $3.476T 2.5"
X Link 2025-08-24T15:14Z [----] followers, [----] engagements

"J.P. Morgan: No signs of overheating in AI investments. CAPEX forecast for the top four hyperscalers: $398bn in [----] and $468bn in [----] (+18% YoY). Even with only +10% OCF growth in [----] and flat FCF hyperscalers can still fund this CAPEX increase. Reasoning model adoption among ChatGPT users is accelerating. Today 7% of free users and 24% of paid users are using reasoning models versus just 1% and 7% a few months ago. Token consumption for inference is rising steeply and expected to grow further with wider adoption of agentic AI and enterprise AI. Additional investments are coming from large"
X Link 2025-08-27T09:21Z [----] followers, [---] engagements

"https://www.businesswire.com/news/home/20250827068508/en/Amkor-Technology-Issues-Statement-Regarding-City-of-Peoria-Land-Acquisition https://www.businesswire.com/news/home/20250827068508/en/Amkor-Technology-Issues-Statement-Regarding-City-of-Peoria-Land-Acquisition"
X Link 2025-08-28T04:42Z [----] followers, [--] engagements

""Camtek CEO on Apple's WMCM Technology: 'We're Already Involved'" $camt"
X Link 2025-09-02T22:44Z [----] followers, [----] engagements

"Camtek CEO on Customer Forecasts: No Impact Our Customers Are Increasing Investments $camt"
X Link 2025-09-03T06:42Z [----] followers, [---] engagements

"$oii I think we are facing a strong movement"
X Link 2025-09-09T22:27Z [----] followers, [----] engagements

"@NirLevy681 https://yzyz.substack.com/p/klac-vs-lasertec-vs-onto-vs-camt https://yzyz.substack.com/p/klac-vs-lasertec-vs-onto-vs-camt"
X Link 2025-09-11T07:53Z [----] followers, [---] engagements

"@HedgeyeChips Are your panties burning $camt"
X Link 2025-09-18T14:01Z [----] followers, [--] engagements

"@HedgeyeChips What about the shorts in the $camt Something is left of the underwear"
X Link 2025-09-29T12:17Z [----] followers, [---] engagements

"@HedgeyeChips What about the short in $camt 🤣🤣🤣 I warned you too bad you didn't listen"
X Link 2025-10-02T20:10Z [----] followers, [---] engagements

"@semivision_tw What about package inspection companies like $camt $kla $onto"
X Link 2025-10-05T03:01Z [----] followers, [---] engagements

"Bullish flag in $camt"
X Link 2025-10-13T13:37Z [----] followers, [----] engagements

"@semivision_tw What testing systems can test this technology are the $camt machines"
X Link 2025-10-24T07:24Z [----] followers, [--] engagements

"@Jukanlosreve What about checking advanced chassis and connections of the bumps like $camt does"
X Link 2025-10-24T07:29Z [----] followers, [---] engagements

"@Jukanlosreve This is not accurate kla is not the only company in the world in this field there is also camtek and $nvmi $camt The test technology is also very difficult to manufacture. I find it hard to believe that a startup in the field will succeed in defeating a giant like kla"
X Link 2025-10-26T07:11Z [----] followers, [---] engagements

"@Jukanlosreve What about Israel it's crazy that the country is so small companies like Mellonx Tower Nova Camtech and many other companies came out"
X Link 2025-10-26T10:31Z [----] followers, [----] engagements

"TECHNOLOGY AND SEMICO-NUCTOR NEWS - OCTOBER [--] [----] $QCOM $AMD $AVGO $MU $nvda $camt"
X Link 2025-10-28T00:45Z [----] followers, [---] engagements

"Theres a company in South Korea that just keeps climbing it manufactures HBM memory chips and today it released its latest financial results. SK hynix Inc. Report: Consolidated Financial Statements for Q3 [----] (converted to USD) Market Capitalization: approximately $271 billion Current Share Price: [------] $372 Revenue: $17.46 billion (forecast: $17.87 billion -2%) Operating Profit: $8.13 billion (forecast: $8.31 billion -2%) Net Profit: $9.00 billion (forecast: $6.48 billion +39%) Quarterly Performance Trend: SK hynix posted another record-breaking quarter driven by surging demand for"
X Link 2025-10-29T00:11Z [----] followers, [----] engagements

"@Avi_e_eisik @Nst24Shem"
X Link 2025-10-29T22:37Z [----] followers, [--] engagements

"@dnystedt Who do you think will benefit the most from this I think $camt"
X Link 2025-10-31T02:00Z [----] followers, [---] engagements

"$pltr Palantir Reports Q3 [----] U.S. Comm Revenue Growth of 121% Y/Y and Revenue Growth of 63% Y/Y; Guides Q4 Revenue to 61% Y/Y and U.S. Comm Revenue to 121% Y/Y; Raises FY [----] Revenue Guidance to 53% Y/Y Crushing Consensus Expectations Rhea-AI Impact (Moderate) Rhea-AI Sentiment (Neutral) Tags earnings 📷📷📷 03.11.2025 - 23:05 DENVER--(BUSINESS WIRE)-- Palantir Technologies Inc. (NASDAQ:PLTR) today announced financial results for the third quarter ended September [--] [----]. 114% - our Rule of [--] score These results make undeniable the transformational impact of using AIP to compound AI"
X Link 2025-11-03T21:06Z [----] followers, [----] engagements

"@Jukanlosreve This is very significant for Camtek ( $camt) which lowered its [----] forecast due to delayed orders. Now that the equipment order has been brought forward we are seeing a lot of orders due to the fact that it manufactures the test machines for the HBM4 chips"
X Link 2025-11-12T07:01Z [----] followers, [----] engagements

"I hate #Bitcoin But damn it looks good. There's some nice support here from several directions. #BTC $btc"
X Link 2025-11-13T23:25Z [----] followers, [----] engagements

"@Jukanlosreve Thank you very much for all the content you upload. I wanted to ask. You recently announced that SK will start ordering test equipment for HBM4 and I didn't understand exactly when this quarter or next quarter or only in 2026"
X Link 2025-11-14T02:58Z [----] followers, [--] engagements

"$nvda NVIDIA (NASDAQ: NVDA) reported record Q3 fiscal [----] revenue of $57.0 billion up 22% sequentially and 62% year-over-year driven by a record Data Center quarter of $51.2 billion (+25% Q/Q +66% Y/Y). GAAP and non-GAAP diluted EPS were both $1.30. GAAP gross margin was 73.4%; non-GAAP gross margin was 73.6%. Operating income was $36.0 billion (GAAP). During the first nine months of FY26 the company returned $37.0 billion to shareholders with $62.2 billion remaining on the buyback authorization. NVIDIA issued Q4 FY26 guidance of $65.0 billion 2% revenue and target non-GAAP margin 75.0%"
X Link 2025-11-19T21:20Z [----] followers, [----] engagements

"@odlo434901 lly jnj"
X Link 2025-11-24T12:18Z [----] followers, [--] engagements

"@jukan05 Why are you ignoring the equipment companies for testing this technology like $camt $nvmi $onto"
X Link 2025-12-03T05:01Z [----] followers, [---] engagements

"Camtek AOI in Advanced CoWoS Packaging Inspection $camt"
X Link 2025-12-07T01:13Z [----] followers, [----] engagements

"Why is $avgo crashing Very simply the CEO said on an investor call that custom chips like Google is doing with the TPU won't really replace Nvidia chips"
X Link 2025-12-11T22:54Z [----] followers, [----] engagements

"My assessment is that the start of production (Ramp-up) in the second cleanroom of M15X will occur in the first half of [----]. This means that we should see orders for Camtek ( $camt) machines as early as the current quarter. The reason is that given the high demand they are advancing the production date just as we saw them do in cleanroom number one. The significant capacity will be achieved towards the end of the year. SK Hynix M15X 2nd Cleanroom Equipment Move-in Soon. Entering Hook-up Design Phase SK Hynix has started the hook-up design for the second cleanroom at its Cheongju M15X"
X Link 2025-12-16T10:42Z [----] followers, [----] engagements

"@grok @TurnTaySJW @KobeissiLetter @Mr_Derivatives @grok"
X Link 2025-12-24T22:32Z [----] followers, [--] engagements

"@Nst24Shem https://silvertrade.com/news/precious-metals/silver-news/margin-call-is-a-large-bullion-banks-short-silver-position-about-to-be-liquidated/ https://silvertrade.com/news/precious-metals/silver-news/margin-call-is-a-large-bullion-banks-short-silver-position-about-to-be-liquidated/"
X Link 2025-12-29T08:21Z [----] followers, [---] engagements

"107 Note: Advanced chip packaging deal incoming The Foxconn AI server plant would be located at subsidiary Sharp's Kameyama campus interesting because Sharp sold/leased [--] plants there to Aoi Electronics for advanced semiconductor packaging (FOPLP - now in pilot production on track Note: Advanced chip packaging deal incoming The Foxconn AI server plant would be located at subsidiary Sharp's Kameyama campus interesting because Sharp sold/leased [--] plants there to Aoi Electronics for advanced semiconductor packaging (FOPLP - now in pilot production on track"
X Link 2025-12-29T11:18Z [----] followers, [---] engagements

"@jukan05 China's drills and the looming confrontation with Taiwan don't stress you out a bit"
X Link 2025-12-30T22:28Z [----] followers, [----] engagements

"@jukan05 This will be a very big problem in the chip sector. There will be a big panic around the sector and they will sell without realizing it"
X Link 2025-12-30T22:30Z [----] followers, [----] engagements

"( ) ( ) @lepxii @lepxii"
X Link 2026-02-05T18:50Z [----] followers, [----] engagements

"ask ( $ask) hpc hbm [----] [-----] (3.6 ) 45% 12% (EPS) [---] . 17.1% ( [---] [---] ). 65% 35% . . (Final Test) AI [----]. HBM mu sk Advantest . ( ) https://t.co/WmY4dsDvMx HBM mu sk Advantest . ( ) https://t.co/WmY4dsDvMx"
X Link 2025-10-31T02:56Z [----] followers, [----] engagements

"10000 $avgo [-----] [-----] $camt [---] https://t.co/s2JjF44wFl https://t.co/s2JjF44wFl"
X Link 2026-02-04T19:01Z [----] followers, 21K engagements

"$amba ELON TO JOE ROGAN: "PHONES WONT EXIST IN [--] YEARS" He says that they'll be replaced by AI edge nodes generating real-time video. No apps and no OS. Just direct AI-to-user interaction anticipating your every need. Source: @elonmusk @joerogan https://t.co/HXZuR6AQNY ELON TO JOE ROGAN: "PHONES WONT EXIST IN [--] YEARS" He says that they'll be replaced by AI edge nodes generating real-time video. No apps and no OS. Just direct AI-to-user interaction anticipating your every need. Source: @elonmusk @joerogan https://t.co/HXZuR6AQNY"
X Link 2026-02-09T07:19Z [----] followers, [----] engagements

"$lrcx Revenue: $5.34B. Gross Margin: Non-GAAP: $2.66B (49.7%). GAAP: $2.65B (49.6%). Operating Income: Non-GAAP: $1.83B (34.3%). GAAP: $1.81B (33.9%). Net Income: Non-GAAP: 1.60B(1.27 per diluted share). GAAP: 1.59B(1.26 per diluted share). Cash Flow & Cash Position: Operating Cash Flow (Quarterly): $1.48B. Free Cash Flow (Full Year 2025): $6.22B. Total Cash Cash Equivalents & Restricted Cash (End of 2025): $6.4B. Debt (As of June [----] Fiscal Year End): Gross (Senior Notes): $4.5B. Net: Net Cash Position (Cash balance of $6.4B exceeds total debt). Interest Rates: Ranging from 1.9% to 4.875%"
X Link 2026-01-28T22:20Z [----] followers, [---] engagements

"vwap $form hpc [--] https://twitter.com/i/web/status/2019167489758785611 https://twitter.com/i/web/status/2019167489758785611"
X Link 2026-02-04T21:53Z [----] followers, [----] engagements

"ASE Technology Holding $asx ase $camt -OSAT https://ir.aseglobal.com/html/ir_events_details.phpid=20796 https://ir.aseglobal.com/html/ir_events_details.phpid=20796"
X Link 2025-07-31T06:30Z [----] followers, [----] engagements

"9% 🔧ASE Technology $ASX : $0.11 ( $0.14 ) : 0% (-$0.11) : $4.89 ( $5.00 ) : 12.4% (-$4.35 ) ASE Technology Holding $asx ase $camt -OSAT https://t.co/lFQZeChUtD https://t.co/Mt0ACFhwV1 ASE Technology Holding $asx ase $camt -OSAT https://t.co/lFQZeChUtD https://t.co/Mt0ACFhwV1"
X Link 2025-07-31T19:05Z [----] followers, [---] engagements

"🚨 Cloud ASIC Battle Heats Up 🚨 Via Digitimes: 🔹 First Tier Broadcom Marvell MediaTek Alchip already winning Google & AWS orders. 🔹 Second Tier Qualcomm & Arm only entering now real revenues likely 2028+. 🔹 ASIC design cycles take years and CSPs prefer proven leaders. 🔹 Market will keep growing through [----] but most share stays with early movers. Takeaway: The pie is huge but the cream stays with the pioneers. $AVGO $MRVL $QCOM https://twitter.com/i/web/status/1960111845773078804 https://twitter.com/i/web/status/1960111845773078804"
X Link 2025-08-25T22:47Z [----] followers, [---] engagements

"🚨 ASIC 🚨 Digitimes: 🔹 Broadcom Marvell MediaTek Alchip Google AWS. 🔹 Qualcomm Arm [----]. 🔹 ASIC + CSPs . 🔹 [----] First Tier. Takeaway: . $AVGO $MRVL $QCOM https://twitter.com/i/web/status/1960631371417969083 https://twitter.com/i/web/status/1960631371417969083"
X Link 2025-08-27T09:12Z [----] followers, [---] engagements

"🚨 🚨 94000"
X Link 2025-11-16T19:59Z [----] followers, 14.8K engagements

"@lepxii . https://www.tipranks.com/news/company-announcements/tower-semiconductor-and-switch-semiconductor-unveil-high-efficiency-power-solutionutm_source=marketbeat.com&utm_medium=referral https://www.tipranks.com/news/company-announcements/tower-semiconductor-and-switch-semiconductor-unveil-high-efficiency-power-solutionutm_source=marketbeat.com&utm_medium=referral"
X Link 2025-11-18T11:03Z [----] followers, [--] engagements

"ASE SPIL [----] (360 ) TSMC TSMC ASE Technology . 👀👀👀 $camt TSMCs overflow of CoWoS advanced packaging orders is turning into a bonanza for ASE Technology via outsourcing media report noting ASE and subsidiary SPIL have spent NT$11.2 billion (US$360 M) the past 2-months on plants & equipment to prepare for the influx of TSMC orders. TSMCs overflow of CoWoS advanced packaging orders is turning into a bonanza for ASE Technology via outsourcing media report noting ASE and subsidiary SPIL have spent NT$11.2 billion (US$360 M) the past 2-months on plants & equipment to prepare for the"
X Link 2025-12-08T06:35Z [----] followers, [----] engagements

"$orcl [---] [---] vwap"
X Link 2025-12-15T21:40Z [----] followers, [----] engagements

"@jukan05 There is $camt which makes test equipment for HPC and HBM"
X Link 2026-01-27T07:28Z [----] followers, [----] engagements

"@SemiAnalysis_ You forgot the friendship $camt $nvmi I think they are much more advanced $onto"
X Link 2026-01-28T22:03Z [----] followers, [---] engagements

"$camt 3% TSMC CoWoS [------] [----]. Nvidia AP7 AP8. -CoPoS . TSMC ASE -Amkor. . CoPoS ASE -Amkor . "
X Link 2026-01-28T23:56Z [----] followers, [----] engagements

"-AI [--]. $intc (GPU) . [--]. GPU '' -Arm GPU. [--]. -Foundry 14A (1.4 ) https://twitter.com/i/web/status/2018958226105024666 https://twitter.com/i/web/status/2018958226105024666"
X Link 2026-02-04T08:02Z [----] followers, [----] engagements

"$ibit [-----] [--] . https://t.co/q6knceMgwr . https://t.co/q6knceMgwr"
X Link 2026-02-05T22:41Z [----] followers, 16.3K engagements

"Amkor ( $camt) [----] [----] [---] [---] [----] HDFO (High Density Fan-Out) Flip Chip -HPC AI. . 11% [----] [--] Amkor [----] . https://twitter.com/i/web/status/2021007379740098815 https://twitter.com/i/web/status/2021007379740098815"
X Link 2026-02-09T23:44Z [----] followers, [----] engagements

": via @YouTube https://www.youtube.com/watchv=kVOI2a1eIBc https://www.youtube.com/watchv=kVOI2a1eIBc"
X Link 2026-01-25T13:03Z [----] followers, 11.3K engagements

"IT . ( 😉). 50% 100% . Priority SAP . ( ' ). . AI ' ' . UI . ( ) (UI) 80% IT . . . . "" . "
X Link 2026-02-14T23:02Z [----] followers, [---] engagements

". " " [----] 50% "
X Link 2026-02-13T14:01Z [----] followers, [----] engagements

". ' . '"
X Link 2026-02-12T17:59Z [----] followers, [----] engagements

"Amkor ( $camt) [----] [----] [---] [---] [----] HDFO (High Density Fan-Out) Flip Chip -HPC AI. . 11% [----] [--] Amkor [----] . https://twitter.com/i/web/status/2021007379740098815 https://twitter.com/i/web/status/2021007379740098815"
X Link 2026-02-09T23:44Z [----] followers, [----] engagements

"$amba ELON TO JOE ROGAN: "PHONES WONT EXIST IN [--] YEARS" He says that they'll be replaced by AI edge nodes generating real-time video. No apps and no OS. Just direct AI-to-user interaction anticipating your every need. Source: @elonmusk @joerogan https://t.co/HXZuR6AQNY ELON TO JOE ROGAN: "PHONES WONT EXIST IN [--] YEARS" He says that they'll be replaced by AI edge nodes generating real-time video. No apps and no OS. Just direct AI-to-user interaction anticipating your every need. Source: @elonmusk @joerogan https://t.co/HXZuR6AQNY"
X Link 2026-02-09T07:19Z [----] followers, [----] engagements

"ELON TO JOE ROGAN: "PHONES WONT EXIST IN [--] YEARS" He says that they'll be replaced by AI edge nodes generating real-time video. No apps and no OS. Just direct AI-to-user interaction anticipating your every need. Source: @elonmusk @joerogan https://twitter.com/i/web/status/2020299123967042014 https://twitter.com/i/web/status/2020299123967042014"
X Link 2026-02-08T00:50Z 3M followers, 390.5K engagements

"it. ( [--] )"
X Link 2026-02-04T13:40Z [----] followers, [----] engagements

"RT @nav09284172: "
X Link 2026-02-08T20:52Z [----] followers, [--] engagements

". ' . ( ' ) ( ) ' . [--] : - # @MaggieTabibi @IshayFridman https://t.co/5D0pu5FdF3 [--] : - # @MaggieTabibi @IshayFridman https://t.co/5D0pu5FdF3"
X Link 2026-02-04T11:23Z [----] followers, [----] engagements

"14 : - # @MaggieTabibi @IshayFridman"
X Link 2026-02-03T18:44Z 161.4K followers, 103.5K engagements

"3 [----] [--] [----]. [--] https://t.co/cmx9bMzxAx https://t.co/cmx9bMzxAx"
X Link 2026-02-08T18:29Z [----] followers, [----] engagements

"' ' [----] http://x.com/i/article/2018959978095128576 http://x.com/i/article/2018959978095128576"
X Link 2026-02-04T09:49Z [----] followers, 16.1K engagements

"' ( ) $ibit [-----] [--] https://t.co/OaQBoq3FVZ $ibit [-----] [--] https://t.co/OaQBoq3FVZ"
X Link 2026-02-08T09:31Z [----] followers, [----] engagements

"$ibit [-----] [--] . https://t.co/q6knceMgwr . https://t.co/q6knceMgwr"
X Link 2026-02-05T22:41Z [----] followers, 16.3K engagements

"$ibit [-----] [--] https://t.co/OaQBoq3FVZ $ibit [-----] [--] https://t.co/OaQBoq3FVZ"
X Link 2026-02-06T13:48Z [----] followers, [----] engagements

". vwap https://t.co/8j0mGUT1RP vwap https://t.co/8j0mGUT1RP"
X Link 2026-02-05T15:30Z [----] followers, 13.7K engagements

"( ) ( ) @lepxii @lepxii"
X Link 2026-02-05T18:50Z [----] followers, [----] engagements

"vwap [--] [--] vwap [-----] vwap [----] [--] [--] 52"
X Link 2026-02-01T22:24Z [----] followers, 22.1K engagements

"' TSMC WMCM SoIC -CoWoS"
X Link 2026-02-05T01:17Z [----] followers, [----] engagements

"10000 $avgo [-----] [-----] $camt [---] https://t.co/s2JjF44wFl https://t.co/s2JjF44wFl"
X Link 2026-02-04T19:01Z [----] followers, 21K engagements

"$camt https://t.co/L8UJe5oEVI $camt https://t.co/L8UJe5oEVI"
X Link 2026-02-04T18:00Z [----] followers, 18.5K engagements

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@nav09284172
/creator/twitter::nav09284172