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# ![@obsidiancap1 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::912932546.png) @obsidiancap1 obsidian capital

obsidian capital posts on X about asml, $tsm, up the, $asml the most. They currently have XXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.

### Engagements: XXX [#](/creator/twitter::912932546/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::912932546/c:line/m:interactions.svg)

- X Week XXXXXX +919%
- X Month XXXXXX +235%
- X Months XXXXXXX +2,319%
- X Year XXXXXXX +453%

### Mentions: X [#](/creator/twitter::912932546/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::912932546/c:line/m:posts_active.svg)

- X Week XX +63%
- X Month XX +150%
- X Months XX +241%
- X Year XXX +123%

### Followers: XXXXX [#](/creator/twitter::912932546/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::912932546/c:line/m:followers.svg)

- X Week XXXXX +1.10%
- X Month XXXXX +2.30%
- X Months XXXXX +22%
- X Year XXXXX +21%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::912932546/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::912932546/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::912932546/influence)
---

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

**Social topic influence**
[asml](/topic/asml) #80, [$tsm](/topic/$tsm), [up the](/topic/up-the), [$asml](/topic/$asml), [popping](/topic/popping), [tshirt](/topic/tshirt)

**Top assets mentioned**
[Taiwan Semiconductor (TSM)](/topic/$tsm)
### Top Social Posts [#](/creator/twitter::912932546/posts)
---
Top posts by engagements in the last XX hours

"$tsm ceo on call this AM said that ai capex demand is trending ahead of their expectations and the numbers are insane Funny enough I dont think the algos picked up the latter because it was transcribed as the numbers are in sand Enjoy the free alpha"  
[X Link](https://x.com/obsidiancap1/status/1978923387897409952) [@obsidiancap1](/creator/x/obsidiancap1) 2025-10-16T20:37Z 4179 followers, 16.6K engagements


"People don't realize to date AI has just been consuming 2022 excess wafers. () $asml"  
[X Link](https://x.com/obsidiancap1/status/1979915807044825314) [@obsidiancap1](/creator/x/obsidiancap1) 2025-10-19T14:21Z 4179 followers, 5295 engagements


"@TMTMoats Zero mention of ASML and semi cap. Interesting"  
[X Link](https://x.com/obsidiancap1/status/1979918514858201194) [@obsidiancap1](/creator/x/obsidiancap1) 2025-10-19T14:32Z 4179 followers, XXX engagements


"Gildan founded in 1984 (with origins tracing back to 1946) is a new under the radar t shirt brand"  
[X Link](https://x.com/obsidiancap1/status/1979953535635833028) [@obsidiancap1](/creator/x/obsidiancap1) 2025-10-19T16:51Z 4179 followers, 2299 engagements


"@zephyr_z9 @ShanuMathew93 Thx for sharing the math. I see GCP and AWS still charging XXXX to XXXX per hour for A100s as per getdeployed (vs your 90-100c at subclouds). Are they getting utilization at scale at that pricing lvl"  
[X Link](https://x.com/obsidiancap1/status/1980085812470714412) [@obsidiancap1](/creator/x/obsidiancap1) 2025-10-20T01:37Z 4179 followers, XXX engagements


"@DratchCap @ShanuMathew93 @zephyr_z9 @The_Colonel__ good point. where can one find good data about effective capacity utilization"  
[X Link](https://x.com/obsidiancap1/status/1980112944966123970) [@obsidiancap1](/creator/x/obsidiancap1) 2025-10-20T03:24Z 4178 followers, XXX engagements