# ![@romanh__koomote Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::935057762194563077.png) @romanh__koomote 株浪漫

株浪漫 posts on X about ai, $mu, systems, $ter the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::935057762194563077/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::935057762194563077/c:line/m:interactions.svg)

- [--] Week [------] +4,159%
- [--] Months [------] +3,429%

### Mentions: [--] [#](/creator/twitter::935057762194563077/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::935057762194563077/c:line/m:posts_active.svg)

- [--] Months [--] +9.10%

### Followers: [---] [#](/creator/twitter::935057762194563077/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::935057762194563077/c:line/m:followers.svg)

- [--] Week [---] +4.30%
- [--] Month [---] +19%
- [--] Months [---] +107%

### CreatorRank: [---------] [#](/creator/twitter::935057762194563077/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::935057762194563077/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  19.29% [technology brands](/list/technology-brands)  6.43% [finance](/list/finance)  2.14% [social networks](/list/social-networks)  2.14% [automotive brands](/list/automotive-brands)  0.71% [cryptocurrencies](/list/cryptocurrencies)  0.71%

**Social topic influence**
[ai](/topic/ai) 13.57%, [$mu](/topic/$mu) #376, [systems](/topic/systems) 1.43%, [$ter](/topic/$ter) 1.43%, [ter](/topic/ter) 1.43%, [$8053t](/topic/$8053t) 1.43%, [micron technology](/topic/micron-technology) #25, [$4004t](/topic/$4004t) #2, [$8031t](/topic/$8031t) #24, [youtube](/topic/youtube) 1.43%

**Top accounts mentioned or mentioned by**
[@michopaaaaa](/creator/undefined) [@fuwa876](/creator/undefined) [@bakarhythm](/creator/undefined) [@nikkei](/creator/undefined) [@grok](/creator/undefined) [@yutonagatomo5](/creator/undefined) [@oemariko](/creator/undefined) [@elaizaikd](/creator/undefined) [@suzuchan](/creator/undefined) [@0220nicole](/creator/undefined) [@nobchidori](/creator/undefined) [@ariyoshihiroiki](/creator/undefined) [@sissonnejiro](/creator/undefined) [@hasemadgawa](/creator/undefined) [@tabbata](/creator/undefined) [@cissan9984](/creator/undefined) [@romanhkoomote](/creator/undefined) [@1989hatooku](/creator/undefined) [@bizzatukora](/creator/undefined) [@alice1211mg](/creator/undefined)

**Top assets mentioned**
[Micron Technology, Inc. (MU)](/topic/$mu) [Teradyne, Inc. (TER)](/topic/$ter) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Lattice Semiconductor Corp (LSCC)](/topic/$lscc) [Accenture (ACN)](/topic/accenture) [Factset Research Systems, Inc. (FDS)](/topic/$fds) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Fabrinet (FN)](/topic/$fn) [Advanced Micro Devices (AMD)](/topic/advanced-micro-devices) [Arm Holdings plc (ARM)](/topic/$arm) [Symbotic Inc. Class A Common Stock (SYM)](/topic/$sym) [Dynatrace, Inc. (DT)](/topic/$dt) [Amkor Technology Inc (AMKR)](/topic/$amkr) [Datadog Inc (DDOG)](/topic/$ddog) [Astera Labs, Inc. (ALAB)](/topic/$alab) [GlobalFoundries (GFS)](/topic/globalfoundries) [Vertiv Holdings Co (VRT)](/topic/$vrt) [Cisco Systems Inc (CSCO)](/topic/$csco) [Equinix Inc (EQIX)](/topic/$eqix) [AppLovin Corporation (APP)](/topic/applovin) [Cognex, Corp. (CGNX)](/topic/$cgnx) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Zebra Technologies Corp. (ZBRA)](/topic/$zbra) [Applied Materials, Inc. (AMAT)](/topic/$amat) [Arista Networks Inc (ANET)](/topic/$anet) [Roku, Inc. (ROKU)](/topic/$roku) [Coherent Inc (COHR)](/topic/$cohr) [Tesla, Inc. (TSLA)](/topic/$tsla) [SoFi Technologies, Inc. Common Stock (SOFI)](/topic/sofi-technologies) [RAI Finance (SOFI)](/topic/$sofi) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [Oklo Inc. (OKLO)](/topic/$oklo) [Liberty Energy Inc. (LBRT)](/topic/$lbrt) [TE Connectivity Ltd (TEL)](/topic/te-connectivity) [Telcoin (TEL)](/topic/$tel) [Trane Technologies PLC (TT)](/topic/trane-tech) [ThunderCore (TT)](/topic/$tt) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb)
### Top Social Posts
Top posts by engagements in the last [--] hours

"✅Lattice Semiconductor $LSCC ☑AICPUGPUFPGA ☑Q42/10 ☑13%🚀 ☑AI 📈 : 20261Q115800172001480037% EPS: Q1165% +85%: 202585% AI: AI12024120263 : IndustrialAutomotive :  Nexus/Avant: NexusAvant70%20% 📉 GAAP4GAAP7601650SBC1.165300 R&D4GAAP17.7%202612 CEO  202518% https://twitter.com/i/web/status/2021503780907515923 https://twitter.com/i/web/status/2021503780907515923"  
[X Link](https://x.com/romanh__koomote/status/2021503780907515923)  2026-02-11T08:37Z [---] followers, [---] engagements


"✅12/17or18 🏢 $MU / $ACN / FactSet Research Systems $FDS ☑ $MU 📈10.12%🚀 ☑ $ACN 📉1.38% ☑FactSet Research Systems $FDS 📉7.68% ☑ MicronAIHBM2026 AccentureAIAIIT FactSet MicronAccentureAIFactSetAI ☑IR # # # #AI #AI https://investor.factset.com/ https://investor.accenture.com/ https://investors.micron.com/ https://investor.factset.com/ https://investor.accenture.com/ https://investors.micron.com/"  
[X Link](https://x.com/romanh__koomote/status/2001960522011623662)  2025-12-19T10:19Z [---] followers, [---] engagements


"✅ / FANUC [----] ☑2026/3Q1/26() ☑PhysicalAI ☑1% ☑6.5%623315.6%1277EVFA2026384075.5%2022800017298.8% ☑AI $NVDA NVIDIAAIAI"  
[X Link](https://x.com/romanh__koomote/status/2015749296159940998)  2026-01-26T11:30Z [---] followers, [----] engagements


"✅Fabrinet $FN ☑AIAIEMS ☑Q22/2 ☑EPS 📉 300EPS0.0920303 AI800G/1.6T 7% :Building 10CapEx500 Automotive:3 HPCAI: AIHPCCEOlumpy 📈 AI/HPCAIHPC1500860015000 TelecomTelecom59%5.54DCI42% Building [---------] https://twitter.com/i/web/status/2018597872858431810 https://twitter.com/i/web/status/2018597872858431810"  
[X Link](https://x.com/romanh__koomote/status/2018597872858431810)  2026-02-03T08:10Z [---] followers, [---] engagements


"✅Teradyne $TER ☑/ ☑Q42/2 ☑23%🚀 ☑AI420261 📈AI2026 AIAI CEOGreg SmithSemi TestAI [-----] 2026Q1 [-----------------------] : CEO2026AI 📉 Robotics20254004200Restructuring and other15603860 [--------] TechnoprobeEquity in net earnings of affiliate1990720 https://twitter.com/i/web/status/2018643449520808236 https://twitter.com/i/web/status/2018643449520808236"  
[X Link](https://x.com/romanh__koomote/status/2018643449520808236)  2026-02-03T11:11Z [---] followers, [---] engagements


"☑Teradyne #ADVANTEST $TER https://x.com/romanh__koomote/status/2016481355253834167s=20 ✅ / Advantest [----] ☑3Q1/28 ☑10% ☑HPCSoCDRAMAI ☑IFIS19.5%(3715)4525 https://t.co/Jv0pqIQ1pI https://x.com/romanh__koomote/status/2016481355253834167s=20 ✅ / Advantest [----] ☑3Q1/28 ☑10% ☑HPCSoCDRAMAI ☑IFIS19.5%(3715)4525 https://t.co/Jv0pqIQ1pI"  
[X Link](https://x.com/romanh__koomote/status/2018644060358189432)  2026-02-03T11:13Z [---] followers, [---] engagements


"✅Advanced Micro Devices $AMD ☑Q42/3 ☑8 📉 [--] 2026198341035%  2026SoC2significant double-digit percentage7 AI 4AIMI30839000111 PC CEOPCTAM 📈 [-----] 439%54 CPU CPUEPYC AI AIInstinct MI350MI4002026 PC Ryzen34%31 Non-GAAP57% https://twitter.com/i/web/status/2018952508593602660 https://twitter.com/i/web/status/2018952508593602660"  
[X Link](https://x.com/romanh__koomote/status/2018952508593602660)  2026-02-04T07:39Z [---] followers, [---] engagements


"I picked up a small amount of Ibiden shares today. I agreed with Bernsteins view that even if Intel wins EMIB-T orders from external customers its actually Ibidenthe one supplying the substrates to Intelthat stands to benefit far more. On top of that I believe ABF https://t.co/hhiV86uI4B I picked up a small amount of Ibiden shares today. I agreed with Bernsteins view that even if Intel wins EMIB-T orders from external customers its actually Ibidenthe one supplying the substrates to Intelthat stands to benefit far more. On top of that I believe ABF https://t.co/hhiV86uI4B"  
[X Link](https://x.com/romanh__koomote/status/2018981511152943576)  2026-02-04T09:34Z [---] followers, [---] engagements


"✅ARM $ARM ☑AIIP ☑Q32/4 ☑7% ☑Q3Q4 📉 327%410%low teens : CFOMediaTek15%12% : 20254MediaTek 📈100%AICPUArmv9CSS ☑SBGCEO1 https://twitter.com/i/web/status/2019305360964874538 https://twitter.com/i/web/status/2019305360964874538"  
[X Link](https://x.com/romanh__koomote/status/2019305360964874538)  2026-02-05T07:01Z [---] followers, [---] engagements


"✅Symbotic $SYM ☑AI/ ☑Q12/4 ☑11% ☑GAAP 📈 GAAP: 17001300GAAP6700 :  : [---] : 26500067000EBITDA70007500 📉 Backlog: [------] : lumpy2R&D : QoQ234 : 110CFO ✅AI Symbotic $SYM 📊4Q11/24 39.36%🚀 📈 💹SBI 4Q https://t.co/FvuX9gtYdi ✅AI Symbotic $SYM 📊4Q11/24 39.36%🚀 📈 💹SBI 4Q https://t.co/FvuX9gtYdi"  
[X Link](https://x.com/romanh__koomote/status/2019318868448276723)  2026-02-05T07:55Z [---] followers, [---] engagements


"✅/TAIYO YUDEN6979 ☑Q32/6 ☑MLCCBB1.0 ☑MLCCAI 📈 [--].  : 16.7%210100.8% : 44.4%130458.3% : [---] [--]. MLCCAI BB BB: 3BB1.071.08 AI: 2Q34+3% [--]. 10Q4  📉 : FBAR/SAW36.8% : [---] 4: 41-313%11% : [----] https://twitter.com/i/web/status/2020036422271660181 https://twitter.com/i/web/status/2020036422271660181"  
[X Link](https://x.com/romanh__koomote/status/2020036422271660181)  2026-02-07T07:26Z [---] followers, [---] engagements


"✅/Kawasaki Heavy Industries Group7012 ☑Q32/9 ☑15%🚀 📈 [--].  : 150166+16 : [--------] : 30%DOE4% [--].  : +80900 3: [--] [--].  : ES&M : R2682250 [--].  WMATA: WMATA7000 📉 PS&E: [--] : PS&E3805781 :  : # # # https://twitter.com/i/web/status/2020754440932999580 https://twitter.com/i/web/status/2020754440932999580"  
[X Link](https://x.com/romanh__koomote/status/2020754440932999580)  2026-02-09T06:59Z [---] followers, [---] engagements


"✅/fujikura5803 ☑Q32/9 ☑AI ☑ https://ssl4.eir-parts.net/doc/5803/ir_material_for_fiscal_ym2/197842/00.pdf https://ssl4.eir-parts.net/doc/5803/ir_material_for_fiscal_ym2/197842/00.pdf"  
[X Link](https://x.com/romanh__koomote/status/2020771624971383245)  2026-02-09T08:07Z [---] followers, [----] engagements


"✅/Furukawa Electric5801 ☑Q32/9 ☑20%🚀 ☑AI [--]. +50%3605401.5+180 : [--]. +40120160 [--]. [---] AIAI [--]. [--] 34-12117.0%355 📉 : [--] : [--] : [----] : +1803184 https://twitter.com/i/web/status/2020777130821669165 https://twitter.com/i/web/status/2020777130821669165"  
[X Link](https://x.com/romanh__koomote/status/2020777130821669165)  2026-02-09T08:29Z [---] followers, [---] engagements


"✅/INNOTECH9880 ☑Q32/9 ☑8% ☑ : 9.4%78.6% : [--] : STAr Technologies4.1 : EDA : 📉 :  :  : https://twitter.com/i/web/status/2020820352679759951 https://twitter.com/i/web/status/2020820352679759951"  
[X Link](https://x.com/romanh__koomote/status/2020820352679759951)  2026-02-09T11:21Z [---] followers, [---] engagements


"✅/Sumitomo Metal Mining5713 ☑Q32/9 ☑8% 📈 : 265.3%1082 :  : [-------] : DOE3.5%52183 : AI: 📉 :  :  : EV : TC/RC https://twitter.com/i/web/status/2020829069760413784 https://twitter.com/i/web/status/2020829069760413784"  
[X Link](https://x.com/romanh__koomote/status/2020829069760413784)  2026-02-09T11:56Z [---] followers, [---] engagements


"✅Dynatrace $DT ☑Q32/9 ☑7% ☑AIDynatrace IntelligenceAI 📈 [--]. : 2026ARR15.5%16%1251.25% : Non-GAAPNon-GAAP EPS [--]. 10: [--------] [--]. Net New ARR: ARRNet New ARR323Net New ARR7500 : Log Management1100% ARR: ARR16% [--]. AI Dynatrace Intelligence: Dynatrace IntelligenceAIAIAI 📉  Consumption20%ARR16%ARR  ARR70%New Logo30% AI/LLM AILLMDynatrace  [--] AI AIAI https://twitter.com/i/web/status/2021173248042668363 https://twitter.com/i/web/status/2021173248042668363"  
[X Link](https://x.com/romanh__koomote/status/2021173248042668363)  2026-02-10T10:43Z [---] followers, [--] engagements


"✅Amkor Technology $AMKR ☑AIOSAT ☑Q42/9 ☑2% 📈EPS0.6925% AI: 202620%AIHDFO20262 : [--] iOS: 428%iOS 📉 CapEx: 2026253020259HDFO : 2026112.5%13.5%416.7%43000 : 410%PCAI https://twitter.com/i/web/status/2021178443111727594 https://twitter.com/i/web/status/2021178443111727594"  
[X Link](https://x.com/romanh__koomote/status/2021178443111727594)  2026-02-10T11:04Z [---] followers, [---] engagements


"✅IHI7013 ☑Q32/10 ☑4.94% 📈 /: [--] LCB: LCB :  : [---] 📉 PW1100G-JM: : : PW1100G-JM"  
[X Link](https://x.com/romanh__koomote/status/2021190699551748348)  2026-02-10T11:53Z [---] followers, [---] engagements


"✅/Sumitomo Heavy Industries6302 ☑ ☑Q32/10 ☑10% ☑78%V4 : 300.7%4309 : 3.32%40010020261220145 : 78%24%11584 : 📉 :  :  : :6.6%3.8%"  
[X Link](https://x.com/romanh__koomote/status/2021201313279901874)  2026-02-10T12:35Z [---] followers, [---] engagements


"✅SRE Holdings2980 ☑AIAIAI ☑Q32/10 ☑2/1013%🚀 📈 : 369%24.3119%13.9 : AICCAIARR41%75.8LH137% : L&P191%33.4 : [----] : PT0.4% 📉 : 18117044.8%28.2% : BSFCF : [----] PT: 372.0%4 https://twitter.com/i/web/status/2021463420894314712 https://twitter.com/i/web/status/2021463420894314712"  
[X Link](https://x.com/romanh__koomote/status/2021463420894314712)  2026-02-11T05:56Z [---] followers, [---] engagements


"✅Datadog $DDOG ☑AI ☑Q42/10 ☑13%🚀 ☑AI 📈 AIQ320%23% : AI8New Logo : AI2014DatadogAI : AI10019 Bookings: 4Bookings37%16.3 : TCV12100018Consolidation Q4: 29%9.53 : FCF31% : 202612526% 📉  202618%20%202528%29%  2026Non-GAAP21%424%202522%R&D AI Largest Customer AI AILLM https://twitter.com/i/web/status/2021495696604660180 https://twitter.com/i/web/status/2021495696604660180"  
[X Link](https://x.com/romanh__koomote/status/2021495696604660180)  2026-02-11T08:05Z [---] followers, [---] engagements


"✅Astera Labs $ALAB ☑AIGPU ☑Q42/10 ☑10% ☑EPS 📉 [--]. 20261Non-GAAP74%475.7%202575.8% [--]. OpEx 1Non-GAAP112001180049600Acqui-hireR&D [--]. Amazon Amazon6522200CFO 📈 492%2.7115%20261610% Amazon65Amazon6517 Scorpio PCIe 6Scorpio P-Series22026AIScorpio X-Series2026 Microsoft AzureCXL MicrosoftIntelSAPAzureCXLLeoCXL2026 https://twitter.com/i/web/status/2021499832930803986 https://twitter.com/i/web/status/2021499832930803986"  
[X Link](https://x.com/romanh__koomote/status/2021499832930803986)  2026-02-11T08:21Z [---] followers, [---] engagements


"✅ $MU Micron Technology Conference ☑Wolfe Research 2/11 ☑ [--].  : AI2026 : 68% [--]. HBM HBM4: HBM421 : 2026HBM [--].  : DRAMNAND2028 : Tongluo1822027DRAM CapEx: [-------] [--].  LTA: [--]. NAND : AI/SSD10 https://twitter.com/i/web/status/2021828029908234568 https://twitter.com/i/web/status/2021828029908234568"  
[X Link](https://x.com/romanh__koomote/status/2021828029908234568)  2026-02-12T06:05Z [---] followers, [---] engagements


"✅ $MU Micron Technology ☑Wolfe Research [--]. AI AI AI AI  GPUASICHBM LPDRAMDDR60% SSD [------------] AI AIPC [--].  HBM4HBM3E HBM4 HBM411 GbpsHBM3EHBM4/2 2026HBM LPDRAMNAND LPDRAM LPDRAMLPDRAM398% NAND/SSD SSDTLCQLCNANDSSDHDD15 [--].  ID1DRAM2027 18DRAM20272028 DRAM NAND2028 1-gamma2026 HBMDRAMHBM33 [--]. LTA  AIPC/35 Co-design  [--].  2026268%HBM1-gamma  https://twitter.com/i/web/status/2021830607383544001 https://twitter.com/i/web/status/2021830607383544001"  
[X Link](https://x.com/romanh__koomote/status/2021830607383544001)  2026-02-12T06:15Z [---] followers, [---] engagements


"✅GlobalFoundries $GFS ☑AIIP ☑Q42/11 ☑16%🚀 ☑ 📈 : Non-IFRS29.0%3603.6% EPS: Non-IFRS EPS10.5520% Q1: 2026116.25Non-IFRS EPS0.35 AI/: 32%20252026AI 5: [----] SynopsysIP: SynopsysIPARCAIPhysical AI 📉 Smart Mobile & IoT 11%IoT15%  2026Net CapEx1520%20258%FCF202517%202610% OpEx R&D https://twitter.com/i/web/status/2021833839921050083 https://twitter.com/i/web/status/2021833839921050083"  
[X Link](https://x.com/romanh__koomote/status/2021833839921050083)  2026-02-12T06:28Z [---] followers, [---] engagements


"✅Vertiv Holdings $VRT ☑AIIT ☑Q42/11 ☑24%🚀 ☑AI 📈 [--]. Orders Growth Q4+252%: 20254Organic Orders252%117% : 109%150Visibility [--]. AI AI: AIOneCoreSmartRowLiquid Cooling : PurgeRiteAI [--]. [----] : 20262729%135EPS5.976.0743% : 202622.5% [--]. Q4 : 4EPS1.3637% : 151%9.1 📉 EMEAAPAC Americas46%4EMEA14%APAC9%20261EMEA20%down mid-20s%   2026CapEx34%23%Cash Taxes3.47 4Tariffs202611 https://twitter.com/i/web/status/2021842177819619678 https://twitter.com/i/web/status/2021842177819619678"  
[X Link](https://x.com/romanh__koomote/status/2021842177819619678)  2026-02-12T07:01Z [---] followers, [---] engagements


"✅Cisco Systems $CSCO ☑IT ☑Q22/11 ☑7% ☑ 📉 Q3: 2Non-GAAP67.5%365.5%66.5% : AI CEO AI4%Splunk AI202650CapExConservative 📈 2153EPS1.042026EPS AI ITAI221132026AI50  18%20%CEO1 2%0.4230 https://twitter.com/i/web/status/2021849362134184246 https://twitter.com/i/web/status/2021849362134184246"  
[X Link](https://x.com/romanh__koomote/status/2021849362134184246)  2026-02-12T07:30Z [---] followers, [---] engagements


"✅Equinix $EQIX ☑REIT250 ☑Q42/11 ☑7% 📈 Bookings 4Annualized Gross Bookings42%474001627% [----] 2026910%AFFO1AFFO810%10%20.64/ AI460%AI50%SalesforceAIEquinixAI  2026EBITDA51%202549.1%2002% 📉 xScale 4HamptonxScale202611Q4 CFOCFOKeith Taylor  AMEREMEAAPAC3%AMER: +7%EMEA: +8% Churn4MRRChurn2.2%2.4%AI https://twitter.com/i/web/status/2021860675870765283 https://twitter.com/i/web/status/2021860675870765283"  
[X Link](https://x.com/romanh__koomote/status/2021860675870765283)  2026-02-12T08:15Z [---] followers, [---] engagements


"✅Applovin $APP ☑AIAXONMAXE ☑Q42/11 ☑6% 66%EBITDA84%AI 📉 [--]. MetaCEOAIMetaCEO [--]. EWeb ECEOGA [--]. Q12026157%17.4517.75CFOQ1 📈 466%16.6EBITDA82%1484%70%40%+150 Q1157%17.4517.75E EWebAI40016008000LTVCAC30 AIAI 488%13.125.83900 https://twitter.com/i/web/status/2021865571965616513 https://twitter.com/i/web/status/2021865571965616513"  
[X Link](https://x.com/romanh__koomote/status/2021865571965616513)  2026-02-12T08:34Z [---] followers, [---] engagements


"✅Cognex $CGNX ☑AI ☑Q42/11 ☑24%🚀 ☑ 10%252009%FALogistics EBITDA42022.7%6 EPS10.2735% 9%99400 EBITDA21.5%+440bps20%1 77%237002 [----] [------------] 2026EBITDA25% 20261Q1235002550013%EBITDA19.0%22.0%16.8% https://twitter.com/i/web/status/2021868676904112636 https://twitter.com/i/web/status/2021868676904112636"  
[X Link](https://x.com/romanh__koomote/status/2021868676904112636)  2026-02-12T08:47Z [---] followers, [---] engagements


"✅/ulvac6728 ☑AI ☑Q22/10 ☑🚀 📈 : 30028002AI940 AI: AI54%AIDRAM : [---] : 210-12163 📉 : 28.1%44.9%EV EV: AISiC : ✅6728 📊1Q11/11 4.89% 📈 /  https://t.co/aYwTxFMM6u ✅6728 📊1Q11/11 4.89% 📈 /  https://t.co/aYwTxFMM6u"  
[X Link](https://x.com/romanh__koomote/status/2021922915365879836)  2026-02-12T12:22Z [---] followers, [---] engagements


"✅Nebius $NBIS ☑NVIDIAGPUAIneocloud ☑Q42/12 ☑1.26 ☑ARR Miss 422770came in light : GPU ARRBeat 12ARR1211 : ARRMeta metric EBITDA EBITDA1500AI19%24% ARR 📈 2024Q3Q42026Q1GPU50% Meta2Microsoft 25%ClickHouse1502.2NebiusCFO 2026ARR7090ConvictionCEO 📉 [--------------] 60%40%ATM EBITDA2026EBIT https://twitter.com/i/web/status/2022176643331371260 https://twitter.com/i/web/status/2022176643331371260"  
[X Link](https://x.com/romanh__koomote/status/2022176643331371260)  2026-02-13T05:10Z [---] followers, [---] engagements


"✅Zebra Technologies $ZBRA ☑RFIDAI ☑Q42/12 ☑8.58% 📈 Beat 414.75EPS4.33 20262026913%EPS17.7018.30211115% RFID22026Elo Touch [--] 📉 22200bps [--] 1%  47600Exit and restructuring charges ☑AIRFID AI: AIAIZebraAI RFID: 20262high double-digit growth ☑ 2fully mitigating https://twitter.com/i/web/status/2022183213955993636 https://twitter.com/i/web/status/2022183213955993636"  
[X Link](https://x.com/romanh__koomote/status/2022183213955993636)  2026-02-13T05:37Z [---] followers, [---] engagements


"✅Applied Materials $AMAT ☑ ☑Q12/12 ☑11%🚀 AI1202620% ☑Earnings call /: CJ Muse202610%low teens22% AMAT: Applied Materials202620%more than 20%AIDRAMHBM : Krish Sankar32026 AMAT: ICAPSflattish : Vivek Aryaconventional thinking AMAT: [--------] 📈 AIAIHBMGate-All-AroundGAA AGSAGS15%15.690% SamsungEPIC R&DEPICSamsung Electronics Non-GAAP49.1%+0.2 📉 ICAPS7%IoTICAPS NANDDRAMNAND202610%   [------] https://twitter.com/i/web/status/2022256251615494242 https://twitter.com/i/web/status/2022256251615494242"  
[X Link](https://x.com/romanh__koomote/status/2022256251615494242)  2026-02-13T10:27Z [---] followers, [---] engagements


"✅Arista Networks $ANET ☑AIOS ☑Q42/12 ☑11%🚀 AI202625%112.5AI27.532.5 📈 [----] 202625%112.532.5 MetaMicrosoft2AB20261210%10% AIAIInfiniBand4InfiniBandAIGPU  [----] 📉 62-64% AI/AIAI Deferred RevenueAIAcceptance criteria ☑10%10%12 CEOJayshree Ullal2026ABMetaMicrosoft1210% AIAIInfiniBandArista 4InfiniBandGPU1010GPU  CFO10%high single digits AristaCloud and AI Titans100GPU105 https://twitter.com/i/web/status/2022261551873589628 https://twitter.com/i/web/status/2022261551873589628"  
[X Link](https://x.com/romanh__koomote/status/2022261551873589628)  2026-02-13T10:48Z [---] followers, [---] engagements


"✅Roku $ROKU ☑OSTV ☑Q42/12 ☑15%🚀 2026121% 📈 2026121%202518% 4Net Income8000EBITDA FCF4.84138%2028FCF [--] The Trade DeskAmazon DSPDSP SMBRoku Ads ManagerAI [---------] The Roku ChannelYouTube2 📉 TV423.3%202610% 452.8%54.1%20265152% WalmartVizioTVOSRokuTargetBest BuyWalmart 121%18% https://twitter.com/i/web/status/2022267145246433455 https://twitter.com/i/web/status/2022267145246433455"  
[X Link](https://x.com/romanh__koomote/status/2022267145246433455)  2026-02-13T11:10Z [---] followers, [---] engagements


"✅/Resonac Holdings4004 ☑ ☑Q42/13 ☑4% ☑ 20251246.8%4504200IFIS4471100 2026121030IFIS9.6% [----------] 📈 : 47%AI : 18.4%1091 V: 202612140028.3%770165.2% : [----] : D/E0.831.0 📉 : FiammIFRS47.6%60.5%290 : [--] : 45% :  : 3.2% https://twitter.com/i/web/status/2022561099132907703 https://twitter.com/i/web/status/2022561099132907703"  
[X Link](https://x.com/romanh__koomote/status/2022561099132907703)  2026-02-14T06:38Z [---] followers, [---] engagements


"✅/Resonac Holdings4004 ☑AINo.1 ☑AI https://www.resonac.com/sites/default/files/2026-02/vision2025q4.pdf https://www.resonac.com/sites/default/files/2026-02/vision2025q4.pdf"  
[X Link](https://x.com/romanh__koomote/status/2022562726791516427)  2026-02-14T06:45Z [---] followers, [---] engagements


"✅/Mitsui Mining & Smelting5706 ☑ ☑Q32/13 ☑6% ☑ 770120057.0%IFIS46.4% 📈 : +50.0%+55.8%+79.1% AI: AIMicroThin42.6% :  : [--------] 📉 3: 35.9% : [---] : https://twitter.com/i/web/status/2022566463186596310 https://twitter.com/i/web/status/2022566463186596310"  
[X Link](https://x.com/romanh__koomote/status/2022566463186596310)  2026-02-14T06:59Z [---] followers, [---] engagements


"✅/Mitsui Mining & Smelting5706 ☑  [------] [--------]      [----] https://www.mitsui-kinzoku.com/LinkClick.aspxfileticket=fLOdXkWzm9E%3d&tabid=100&mid=826&TabModule819=0 https://www.mitsui-kinzoku.com/LinkClick.aspxfileticket=fLOdXkWzm9E%3d&tabid=100&mid=826&TabModule819=0"  
[X Link](https://x.com/romanh__koomote/status/2022568500620071159)  2026-02-14T07:08Z [---] followers, [---] engagements


"✅/EBARA6361 ☑CMP ☑Q42/13 ☑4% ☑ 20251211.1%11097700IFIS11076300 2026129.8%1219IFIS2.8% [----------] 📈 :  1: [--------] : [----------] : 20252001.08% : AI23.0%15.2% : 89.1%54.0% 📉 : 12.6%7.4% : [---] :  : KBL : S&S18.0%16.9% https://twitter.com/i/web/status/2022577580726231056 https://twitter.com/i/web/status/2022577580726231056"  
[X Link](https://x.com/romanh__koomote/status/2022577580726231056)  2026-02-14T07:44Z [---] followers, [---] engagements


"✅/MICRONICS JAPAN6871 ☑ ☑Q42/13 ☑8% ☑ 20251239.6%171133IFIS1383700223.6% [----------] 📈 : 26.1%31.6%165410-12DRAM : 202612262.5%123+14% AIHBM: AIHBM : [------] 📉 TE: TE89200 AI: AINAND : [--] https://twitter.com/i/web/status/2022583377254322298 https://twitter.com/i/web/status/2022583377254322298"  
[X Link](https://x.com/romanh__koomote/status/2022583377254322298)  2026-02-14T08:07Z [---] followers, [---] engagements


"@BAKARHYTHM"  
[X Link](https://x.com/anyuser/status/1094594910542426112)  2019-02-10T13:52Z [---] followers, [--] engagements


"✅Coherent $COHR ☑AI ☑Q22/4 ☑2% 📈 : AI36%22% : Book-to-bill42027Visibility AI: 800G1.6T : 6InP80% : AICPOCo-Packaged OpticsApple3D2025 📉 : CEO : IndustrialSemicap CapEx: [---------] https://twitter.com/i/web/status/2019315416871629137 https://twitter.com/i/web/status/2019315416871629137"  
[X Link](https://x.com/romanh__koomote/status/2019315416871629137)  2026-02-05T07:41Z [---] followers, [----] engagements


"✅/Kanto Denka Kogyo4047 ☑ ☑Q32/12 ☑20%🚀 ☑ [-----------] 1355317.6% IFIS551.4% 📈 : 334536% 2: 39.913.9%35 : 5.21.8 : KSG-14C4F6WF6 📉 : 202581043007.8%17 :  : NF3 : 20.5%29.4% https://twitter.com/i/web/status/2022621481847656950 https://twitter.com/i/web/status/2022621481847656950"  
[X Link](https://x.com/romanh__koomote/status/2022621481847656950)  2026-02-14T10:38Z [---] followers, [---] engagements


"@michopaaaaa"  
[X Link](https://x.com/anyuser/status/1081915861701554176)  2019-01-06T14:10Z [---] followers, [--] engagements


"@michopaaaaa"  
[X Link](https://x.com/anyuser/status/1307677203811893249)  2020-09-20T13:45Z [---] followers, [--] engagements


"✅Palantir Technologies $PLTR ✅Teradyne $TER ✅/KYOCERA6971 ✅Super Micro Computer $SMCI ✅Lumentum $LITE ✅Cirrus Logic $CRUS http://x.com/i/article/2020105057203814400 http://x.com/i/article/2020105057203814400"  
[X Link](https://x.com/romanh__koomote/status/2020114595206365304)  2026-02-07T12:37Z [---] followers, [---] engagements


"20 https://x.com/cynanyc/status/935376351334252545 [---] [--] [----] Re:minder - https://t.co/f735T024Ej https://x.com/cynanyc/status/935376351334252545 [---] [--] [----] Re:minder - https://t.co/f735T024Ej"  
[X Link](https://x.com/anyuser/status/935379058359123968)  2017-11-28T05:25Z [---] followers, [--] engagements


"@michopaaaaa"  
[X Link](https://x.com/anyuser/status/1275425551776231425)  2020-06-23T13:48Z [---] followers, [--] engagements


"2 32320%27074275 32320%27074275"  
[X Link](https://x.com/romanh__koomote/status/1800512065691664684)  2024-06-11T12:55Z [---] followers, [----] engagements


"@nikkei @grok"  
[X Link](https://x.com/romanh__koomote/status/1911416039146926377)  2025-04-13T13:47Z [---] followers, 18K engagements


"SNS  YouTube   YouTube"  
[X Link](https://x.com/romanh__koomote/status/1919633803083186215)  2025-05-06T06:02Z [---] followers, 11.5K engagements


"BYD $TSLA BYD  BYD"  
[X Link](https://x.com/romanh__koomote/status/1920881152304279973)  2025-05-09T16:38Z [---] followers, [---] engagements


"Yo NVIDIAAI [---] AI [--] NVIDIAAI Verse [--] [---] [--] "AI" Blackwell NVIDIAAI  [--]  H20 [--] [--]  Chorus NVIDIAAI  NVIDIAAI  Verse [--] [--] [--] [----] NVIDIAAI [----] [--] [---] [--] [---]  NVIDIAAI Bridge NVIDIAAI  [--] . AI NVIDIA NVIDIAAI Outro  NVIDIAAI  NVIDIAAI"  
[X Link](https://x.com/romanh__koomote/status/1928350820665544821)  2025-05-30T07:20Z [---] followers, [----] engagements


"$SOFI $HOOD SoFi Technologies"  
[X Link](https://x.com/anyuser/status/1930639894713630775)  2025-06-05T14:56Z [---] followers, [----] engagements


"🎙 PBR✨ 🟢(4503) [----] [----] 🟢(7762) [----] [----] 🟢(5406) [----] [----] 🟢AGC(5201) [----] [----] 🟢(1928) [----] [----] 🟢(2768) [----] [----] 🟢(4502) [----] [----] 🟢JT(2914) PBR✨ 🟢(4503) [----] [----] 🟢(7762) [----] [----] 🟢(5406) [----] [----] 🟢AGC(5201) [----] [----] 🟢(1928) [----] [----] 🟢(2768) [----] [----] 🟢(4502) [----] [----] 🟢JT(2914)"  
[X Link](https://x.com/romanh__koomote/status/1933841258705031628)  2025-06-14T10:57Z [---] followers, 11.4K engagements


"- https://www.nikkei.com/article/DGXZQOFL180BWTY5A610C2000000/ https://www.nikkei.com/article/DGXZQOFL180BWTY5A610C2000000/"  
[X Link](https://x.com/romanh__koomote/status/1935226841599713332)  2025-06-18T06:43Z [---] followers, [----] engagements


"(S) ✨ & [----] 42() - 31200( ) ✨ & [----] 42() - 31200( )"  
[X Link](https://x.com/romanh__koomote/status/1936701459565035854)  2025-06-22T08:23Z [---] followers, 11.7K engagements


"10203 JGB JGB"  
[X Link](https://x.com/romanh__koomote/status/1946801904039919708)  2025-07-20T05:18Z [---] followers, [---] engagements


"OkloLiberty Energy $OKLO $LBRT #manus"  
[X Link](https://x.com/anyuser/status/1948362829440127209)  2025-07-24T12:41Z [---] followers, [---] engagements


"👏 JPYC - https://www.nikkei.com/article/DGXZQOUB146U80U5A810C2000000/ https://www.nikkei.com/article/DGXZQOUB146U80U5A810C2000000/"  
[X Link](https://x.com/romanh__koomote/status/1956996475906674928)  2025-08-17T08:28Z [---] followers, [---] engagements


"✅TE Connectivity $TEL ☑AI ☑1Q1/21() ☑0.97% ☑22%47EPS33%2.72 5128%9%AIAI2026AI902 202624713%EPS2.6520%202668% ☑ Book-to-Bill1.10 2026AI902 (DDN): AI70% [-----] ☑ 5128%B/B1.1 38%AI 88% 11% 12% ☑2Q2 Q247Q1Q2300IndustrialAI Transportation 40%10%teensCFOFX  CapEx AI6% ☑TE Connectivity https://investors.te.com/investor-home/default.aspx ✅TE Connectivity $TEL 4Q 10/29()  47.5/3.7% 6.6/1.6 12.22/0.04 https://t.co/cxU4W5yZgF https://investors.te.com/investor-home/default.aspx ✅TE Connectivity $TEL 4Q 10/29()  47.5/3.7% 6.6/1.6 12.22/0.04 https://t.co/cxU4W5yZgF"  
[X Link](https://x.com/romanh__koomote/status/2014299249098592621)  2026-01-22T11:28Z [---] followers, [---] engagements


"✅Trane Technologies $TT ☑4Q1/29 ☑Applied Solutions [--]. Applied Solutions Applied Solutions : Americas4Applied Solutions120% 2: 100%2 Book-to-Bill: Book-to-Bill200% [--]. Stellar Energy TraneM&A Stellar Energy: 1Stellar Energy : [--]. AI AI NVIDIA: NVIDIA : Liquid Cooling [--].  : Chiller farmTraneCEORecurring Revenue CEO : 14Verticals12 BacklogVisibility https://twitter.com/i/web/status/2017883061942353955 https://twitter.com/i/web/status/2017883061942353955"  
[X Link](https://x.com/romanh__koomote/status/2017883061942353955)  2026-02-01T08:49Z [---] followers, [---] engagements


"https://x.com/harukazechan/status/948774248314646528 https://x.com/harukazechan/status/948774248314646528"  
[X Link](https://x.com/anyuser/status/948777946994507776)  2018-01-04T04:47Z [---] followers, [--] engagements


"@YutoNagatomo5 👏🏻"  
[X Link](https://x.com/romanh__koomote/status/1068945371970232320)  2018-12-01T19:10Z [---] followers, [--] engagements


"@michopaaaaa"  
[X Link](https://x.com/anyuser/status/1089846611444822017)  2019-01-28T11:24Z [---] followers, [--] engagements


"🕺💃 👊 3C #3C"  
[X Link](https://x.com/anyuser/status/1134099966102712321)  2019-05-30T14:11Z [---] followers, [--] engagements


"👏👏👏👏👏👏👏👏👏👏👏👏👏👏👏👏👏👏👏👏👏👏👏👏👏👏👏👏👏👏👏👏👏👏👏👏👏👏👏👏👏👏👏👏👏👏👏👏 # #C"  
[X Link](https://x.com/anyuser/status/1143902234024878080)  2019-06-26T15:21Z [---] followers, [--] engagements


"TikTok👏 #3C"  
[X Link](https://x.com/romanh__koomote/status/1144619838737797125)  2019-06-28T14:53Z [---] followers, [--] engagements


"@elaiza_ikd"  
[X Link](https://x.com/romanh__koomote/status/1224371969178554374)  2020-02-03T16:39Z [---] followers, [---] engagements


"@__suzu__chan"  
[X Link](https://x.com/anyuser/status/1231258622761431040)  2020-02-22T16:45Z [---] followers, [--] engagements


"@0220nicole"  
[X Link](https://x.com/anyuser/status/1244567249869877249)  2020-03-30T10:08Z [---] followers, [--] engagements


"@NOBCHIDORI"  
[X Link](https://x.com/anyuser/status/1244860964144427008)  2020-03-31T05:35Z [---] followers, [--] engagements


"@michopaaaaa"  
[X Link](https://x.com/anyuser/status/1245998675978891264)  2020-04-03T08:56Z [---] followers, [--] engagements


"@fuwa876 @ariyoshihiroiki"  
[X Link](https://x.com/anyuser/status/1339959059126964224)  2020-12-18T15:41Z [---] followers, [--] engagements


"@michopaaaaa @sissonne_jiro @hasemadgawa"  
[X Link](https://x.com/romanh__koomote/status/1427591518584406024)  2021-08-17T11:21Z [---] followers, [--] engagements


"YouTube YouTube"  
[X Link](https://x.com/romanh__koomote/status/1798990548147282186)  2024-06-07T08:09Z [---] followers, [---] engagements


"https://t.co/CkJ5kbPFxP https://t.co/CkJ5kbPFxP"  
[X Link](https://x.com/romanh__koomote/status/1800510536624595395)  2024-06-11T12:48Z [---] followers, [----] engagements


"2370 2() #Yahoo https://t.co/Sadc7Lc2uz [----] 2() #Yahoo https://t.co/Sadc7Lc2uz"  
[X Link](https://x.com/romanh__koomote/status/1805494515291357492)  2024-06-25T06:53Z [---] followers, [----] engagements


"https://t.co/6CZeZoHUSr   https://t.co/6CZeZoHUSr"  
[X Link](https://x.com/romanh__koomote/status/1830114044197634464)  2024-09-01T05:22Z [---] followers, [----] engagements


"1000RT 1000RT"  
[X Link](https://x.com/romanh__koomote/status/1850980556122833324)  2024-10-28T19:18Z [---] followers, [---] engagements


"30 [---] [--] 7.6"  
[X Link](https://x.com/romanh__koomote/status/1852257632016568410)  2024-11-01T07:53Z [---] followers, [---] engagements


"https://t.co/aEJypXIKfI  https://t.co/aEJypXIKfI"  
[X Link](https://x.com/romanh__koomote/status/1910992770174767508)  2025-04-12T09:45Z [---] followers, [----] engagements


"🚀 NASANASA #ispace"  
[X Link](https://x.com/romanh__koomote/status/1930647224532512952)  2025-06-05T15:25Z [---] followers, [----] engagements


"@tabbata [--] https://x.com/romanh__koomote/status/1930883702604857700s=46&t=xYWD3zmgN9EJn5YFMujxYg Switch2  https://x.com/romanh__koomote/status/1930883702604857700s=46&t=xYWD3zmgN9EJn5YFMujxYg Switch2"  
[X Link](https://x.com/romanh__koomote/status/1931342110558752794)  2025-06-07T13:26Z [---] followers, [----] engagements


"AI 🎤 🎙Palantir Warrior🎙  https://t.co/O0e4mHfTSj  https://t.co/O0e4mHfTSj"  
[X Link](https://x.com/anyuser/status/1932445052611277071)  2025-06-10T14:29Z [---] followers, [----] engagements


"1 🎤 #S # #"  
[X Link](https://x.com/romanh__koomote/status/1933856083921268835)  2025-06-14T11:56Z [---] followers, [---] engagements


"G7Good   https://mainichi.jp/articles/20250613/k00/00m/010/311000c https://mainichi.jp/articles/20250613/k00/00m/010/311000c"  
[X Link](https://x.com/romanh__koomote/status/1934507755735527880)  2025-06-16T07:06Z [---] followers, [---] engagements


"@cissan_9984 https://x.com/romanh__koomote/status/1935226841599713332s=46&t=xYWD3zmgN9EJn5YFMujxYg  - https://t.co/03hsja3fM9 https://x.com/romanh__koomote/status/1935226841599713332s=46&t=xYWD3zmgN9EJn5YFMujxYg  - https://t.co/03hsja3fM9"  
[X Link](https://x.com/romanh__koomote/status/1935254175916638479)  2025-06-18T08:32Z [---] followers, [----] engagements


"SpaceX3545% $RKLB @romanh__koomote https://note.com/romankabu/n/n1b2fbfd5a180sub_rt=share_pb https://note.com/romankabu/n/n1b2fbfd5a180sub_rt=share_pb"  
[X Link](https://x.com/romanh__koomote/status/1936752670993489970)  2025-06-22T11:46Z [---] followers, [----] engagements


"- https://www.nikkei.com/article/DGXZQOUA01A750R00C25A7000000/ https://www.nikkei.com/article/DGXZQOUA01A750R00C25A7000000/"  
[X Link](https://x.com/romanh__koomote/status/1939994065317372012)  2025-07-01T10:26Z [---] followers, 15.9K engagements


"AI AIAI 5🧵 AI AIAI 5🧵"  
[X Link](https://x.com/romanh__koomote/status/1940332428549358040)  2025-07-02T08:51Z [---] followers, [----] engagements


"JPYC 100100JPYC 100JPYC100()  JPYC 100100JPYC 100JPYC100()"  
[X Link](https://x.com/anyuser/status/1940460015435104555)  2025-07-02T17:18Z [---] followers, [----] engagements


"😅 👵 ECB 😅 https://t.co/IjiGcFEvjI 👵 ECB 😅 https://t.co/IjiGcFEvjI"  
[X Link](https://x.com/romanh__koomote/status/1944660327033172456)  2025-07-14T07:28Z [---] followers, [----] engagements


"@1989hatooku 🥹"  
[X Link](https://x.com/romanh__koomote/status/1944683085213422047)  2025-07-14T08:59Z [---] followers, [---] engagements


"@Biz_zatukora 🙏"  
[X Link](https://x.com/romanh__koomote/status/1952284186263662597)  2025-08-04T08:23Z [---] followers, [--] engagements


"Quantum Club🎤 #suno #sunoai #Aimusic"  
[X Link](https://x.com/romanh__koomote/status/1953314059891114283)  2025-08-07T04:35Z [---] followers, [--] engagements


"✅Palantir Technologies $PLTR 📊2025Q2 [--] LLM CEO"  
[X Link](https://x.com/anyuser/status/1953406564628402669)  2025-08-07T10:43Z [---] followers, 11.9K engagements


"✅ 141A 📊20256 [---] AI"  
[X Link](https://x.com/romanh__koomote/status/1955951163041570845)  2025-08-14T11:14Z [---] followers, [----] engagements


"✨ 🟢4TOPIX ✨ 🟢4TOPIX"  
[X Link](https://x.com/romanh__koomote/status/1958799282380611909)  2025-08-22T07:51Z [---] followers, [----] engagements


"JPYCUSDCUSDCCircleCBDC // CBDC CBDC CBDC AI # #CBDC #JPYC #USDC # https://www.boj.or.jp/paym/digital/index.htm https://www.boj.or.jp/paym/digital/index.htm"  
[X Link](https://x.com/anyuser/status/1959577171560919129)  2025-08-24T11:22Z [---] followers, [----] engagements


"NP http://milieu.ink/column/2018 http://milieu.ink/column/2018"  
[X Link](https://x.com/anyuser/status/944119377208664064)  2017-12-22T08:16Z [---] followers, [--] engagements


"https://x.com/harukazechan/status/955374282917298176   https://t.co/RzhvHWVUWS https://x.com/harukazechan/status/955374282917298176   https://t.co/RzhvHWVUWS"  
[X Link](https://x.com/anyuser/status/955375133195059202)  2018-01-22T09:42Z [---] followers, [--] engagements


"@Alice1211_Mg"  
[X Link](https://x.com/anyuser/status/997543576279040000)  2018-05-18T18:24Z [---] followers, [--] engagements

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