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# ![@tig88411109 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::809013582.png) @tig88411109 Tigris 会讲课教授是好老师

Tigris 会讲课教授是好老师 posts on X about ai, if you, $nvda, $intc the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.

### Engagements: XXXXXX [#](/creator/twitter::809013582/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::809013582/c:line/m:interactions.svg)

- X Week XXXXXX -XX%
- X Month XXXXXXX +4,770%
- X Months XXXXXXX +3,252%
- X Year XXXXXXX +3,228%

### Mentions: XX [#](/creator/twitter::809013582/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::809013582/c:line/m:posts_active.svg)

- X Month XX +1,250%
- X Months XX +26%
- X Year XX +51%

### Followers: XXXXXX [#](/creator/twitter::809013582/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::809013582/c:line/m:followers.svg)

- X Week XXXXXX +0.21%
- X Month XXXXXX +11%
- X Months XXXXXX +381%
- X Year XXXXXX +683%

### CreatorRank: XXXXXXX [#](/creator/twitter::809013582/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::809013582/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [finance](/list/finance)  [technology brands](/list/technology-brands)  [countries](/list/countries)  [cryptocurrencies](/list/cryptocurrencies)  [automotive brands](/list/automotive-brands)  [travel destinations](/list/travel-destinations) 

**Social topic influence**
[ai](/topic/ai), [if you](/topic/if-you), [$nvda](/topic/$nvda) #326, [$intc](/topic/$intc) #46, [china](/topic/china) #1800, [$googl](/topic/$googl), [inflation](/topic/inflation) #1451, [soft landing](/topic/soft-landing) #4, [stocks](/topic/stocks), [strong](/topic/strong)

**Top accounts mentioned or mentioned by**
[@financeyf5](/creator/undefined) [@elonmusk](/creator/undefined) [@bboczeng](/creator/undefined) [@imxiaohu](/creator/undefined) [@ronsonic](/creator/undefined) [@jacksonsaifu](/creator/undefined) [@terrytrewnues](/creator/undefined) [@hanscnelson](/creator/undefined) [@alecstapp](/creator/undefined) [@kikerotamagawa](/creator/undefined) [@rtbhumanfly](/creator/undefined) [@sydneydaddy1](/creator/undefined) [@stocksavvyshay](/creator/undefined) [@wallstjesus](/creator/undefined) [@rickyyu6612](/creator/undefined) [@findsomefries](/creator/undefined) [@jingjingli](/creator/undefined) [@sentomcotton](/creator/undefined) [@lanterer](/creator/undefined) [@mtradess](/creator/undefined)

**Top assets mentioned**
[NVIDIA Corp. (NVDA)](/topic/$nvda) [Intel Corporation (INTC)](/topic/$intc) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Story (STORY)](/topic/story-token) [Tesla, Inc. (TSLA)](/topic/tesla)
### Top Social Posts
Top posts by engagements in the last XX hours

"You are a fan not an investor. If the only thing you hear from that Musk interview is I dont buy stocks I only build. The real tell was when he quietly told you who gets to be AI king today and who is being groomed to run the empire next. Today Nvidia is king. Tomorrow the most valuable operator over the next decade is Google. Why Most people heard Nvidia is strong Google is also good. Thats not how decision-makers hear it. Any CEO with a few billion in AI capex on the line heard something very different: What keeps them up at night is not will my product sell its will my supply chain hold."  
[X Link](https://x.com/tig88411109/status/1995338500913393666)  2025-12-01T03:45Z 40.8K followers, 249K engagements


"That is the headline not the mechanism. Core PCE just printed XXX% and the S&P XXX is now within reach of a new high. From the November XX low to today roughly XXX trillion dollars of equity value has come back. The easy story is we rallied because inflation surprised on the downside. If you think this rally is about one soft PCE print you are still reading the subtitles not watching the movie. On November XX the whole tape cracked. Index level not stock specific. Yet underneath the real economy was still functioning. Big box and value retail from Walmart to Ross to Gap were putting up solid"  
[X Link](https://x.com/tig88411109/status/1997024036162060525)  2025-12-05T19:23Z 40.8K followers, 2886 engagements


"Two weeks ago I said BTC had stopped being a mystical story token and started trading like a high-beta proxy on HY credit spreads. Spreads blew out BTC dumped. Now spreads have rolled back toward sub-300 bps and BTC has ripped from 83k to 93k. The mechanism is confirmed. Credit is still cheap. Nothing in HY says this has to be the cycle floor. If it is it will be one of the thinnest risk-premium bottoms weve seen"  
[X Link](https://x.com/tig88411109/status/1996108823539679361)  2025-12-03T06:46Z 40.8K followers, 13.1K engagements


"Many people arent long or short Google. Theyre long or short the last XX% move. This IC memo is not another target. It is a discipline for $GOOG How to size when not to sell and when price action is mispricing instead of information. Link in comments"  
[X Link](https://x.com/tig88411109/status/1996234446954184915)  2025-12-03T15:05Z 40.8K followers, 3950 engagements


"Your labor pays today. Your assets pay the rest of your life.If someone had sat me down early and said. That single sentence wouldve saved me more than most hedge fund courses ever did. People dunk on Dells donation because they look at the number and not the mechanism: If you think XXX dollars cant change a kids life youve clearly never met compounding or poverty. Sure XXX compounding to 1400 isnt life changing. Everybody with a Bloomberg terminal knows that. But heres the part people with smooth lives always miss: in low income households the idea of money working for you is not just absent"  
[X Link](https://x.com/tig88411109/status/1996462454101217763)  2025-12-04T06:11Z 40.8K followers, 3746 engagements


"For those who read Chinese this was the note I posted on November XX right after the November XX break. Same script: inflation rolling over consumption still functional markets panicking ahead of the Fed reaction function"  
[X Link](https://x.com/tig88411109/status/1997024193653993901)  2025-12-05T19:24Z 40.8K followers, 2386 engagements


"Intel $INTC is becoming the only real geopolitical hedge in the entire AI stack. The decade-long mispricing is finally starting to break. Ive pulled together a fund-grade memo supply-chain maps scenario paths and the exact mechanics we use internally to price the re-rating. This isnt a cheap-stock story. Its the market waking up to the only thing that matters once AI turns into national infrastructure: on-shore advanced packaging and a credible U.S. foundry anchor. PPT: Gumroad link below Inside the Deck: Why hyperscalers are positioning Intel as the second anchor of the global compute stack;"  
[X Link](https://x.com/tig88411109/status/1993941074264641800)  2025-11-27T07:12Z 40.8K followers, 28.7K engagements


"Great powers do not build security on dependence. They build security on redundancy. Anyone who has stayed in this industry knows that an executive with a decade at Intel and two decades at TSMC moving back is one of the most normal in modern semiconductor history. What isnt normal is turning it into a national-security drama. The moment Taiwan prosecutors froze over NT$2 billion of assets from former TSMC senior VP Luo Weiren after raiding his home and alleging he took 2nm process knowledge before joining Intel you could feel something shift. This was never just a criminal case. It was"  
[X Link](https://x.com/tig88411109/status/1994808285208481897)  2025-11-29T16:38Z 40.8K followers, 95.1K engagements


"Burry isnt wrong because hes sloppy. Hes wrong because hes trapped in the only war he ever won. Old models always misprice new machines. Is Tesla ridiculously overvalued Michael Burry isnt misreading financials hes living inside 2008. His entire worldview is build On the physics of real estate: credit creation leverage spirals duration mismatch yield-curve inversion balance sheets snapping under their own weight. In that world gravity is constant: what goes up must come down. That model worked in housing. It made him a legend. But legends usually die on the same hill that made them famous."  
[X Link](https://x.com/tig88411109/status/1995574630372048949)  2025-12-01T19:24Z 40.8K followers, 116.1K engagements


"One week ago I published a buy-side style Intel memo around $XX priced at $XXXX. Today the $INTC stock is $XX after a +10% day and a +6% day. The point of Tigris Research is not I called the bounce its to put a clear one-read framework on paper before the move: packaging foundry Apple 18A and the post-Taiwan re-rating path. Current price for the memo is $XXXX. Link in the comments"  
[X Link](https://x.com/tig88411109/status/1995912497392763202)  2025-12-02T17:46Z 40.8K followers, 9229 engagements


"This is not a process roadmap it is a custody battle: does TSMC stay the only factory for AI do we keep renting the future from a single island. or does Intel $INTC finally qualify as the second engine of global compute. Intel finally said the quiet part out loud. 18A is not a retail product. It is an internal control node. The foundry SKU is 18A-P / 18A-PT sitting under EMIB and advanced packaging and 14A is a binary option on whether Intel stays truly on the leading edge or drifts back into a CPU plus packaging role. Near term the game is brutally simple: pull roughly XX% of Panther Lake"  
[X Link](https://x.com/tig88411109/status/1996996464896364713)  2025-12-05T17:33Z 40.8K followers, 10.2K engagements


"The real question this week isnt will the Fed cut 25bp Its whether Powell dares to cool a market that has already priced in a smooth easing cycle and an AI bull market on top. Its a stress test of a market that believes in soft landing gentle cuts and an endless AI bull run all at once. Full IC memo on this weeks cut (free) in the comments"  
[X Link](https://x.com/tig88411109/status/1998063695159504998)  2025-12-08T16:14Z 40.8K followers, 2064 engagements


"The real event this week is not a 25bp cut. It is a live A/B test of how far the Fed is willing to let an AI asset bubble and a broken labor market run in the same body. The market is trading this FOMC like a binary: cut 25bp or bust. In pricing it is already assuming a smooth easing path into 2026 a soft landing and an endless AI bull market layered on top. That is the fantasy. If the Fed cuts 25bp it will not be because everything is fine. It will be an insurance tweak on a policy stance that is already restrictive in an economy that is being propped up by AI capex and wealth effects. On"  
[X Link](https://x.com/tig88411109/status/1998065878714155271)  2025-12-08T16:23Z 40.8K followers, XXX engagements


"If you want more than headlines on H200 and NVDA this is the map I would want on my own desk. Compute geopolitics supply chain portfolio in one package. Two PDFs here: Full IC memo on the H200 trade A cleaner slide deck built from the IFP piece Educational only not investment advice"  
[X Link](https://x.com/tig88411109/status/1998334244494393512)  2025-12-09T10:09Z 40.8K followers, 2076 engagements


"H200 isnt about geopolitics. Its about whether $NVDA keeps its edge how HBM/CoWoS get repriced and whether this AI bubble bleeds out or detonates inside your book. That is where the alpha really lives. China builds indigenous silicon regardless of H200. The only real variable is whether that progress compounds inside CUDA or outside US control and thats what actually reprices NVDA HBM names and the entire AI cycle. Treason vs survival is the wrong frame for H200. People say NVDA is selling out America or DC is gifting China compute. None of that matters. With or without H200 China will build"  
[X Link](https://x.com/tig88411109/status/1998425830028931280)  2025-12-09T16:13Z 40.8K followers, 4345 engagements


"US wants to ship H200. Beijing say no: prove Huawei/Ascend are sufficient before you touch Nvidia. On paper thats patriotic; in silicon H200 is still XX gens ahead. Saving Face for the crowd. H200 for the projects that matter. If China believe AI is the main arena of national power it doesnt voluntarily stay a full cycle behind. So The policy has to run two tracks at once: a hard public line for domestic politics and the indigenous innovation narrative and a quiet corridor for any team that actually needs frontier compute to hit its targets. This gap is where the alpha lives. Headline-driven"  
[X Link](https://x.com/tig88411109/status/1998467402535751897)  2025-12-09T18:58Z 40.8K followers, 3366 engagements


"@jukan05 The limit isnt on H200 supply. Its on Chinese face. Teams that need frontier compute will still get it thats the part headlines never price"  
[X Link](https://x.com/tig88411109/status/1998468856923246659)  2025-12-09T19:04Z 40.8K followers, XXX engagements


"Trump wasnt rambling in March. He said the quiet part out loud: no superpower survives by renting its fabs from an island in a conflict zone. If you still dont understand why semiconductor manufacturing must return to the US youre not late to the story. Youre late to common sense. Polarization isnt the problem. Its the strategy. A world that is splitting in two will not let its entire compute supply chain hinge on one island XXX miles off Chinas coast. Can America actually pull it off Thats the only part that isnt rhetoric and it sits entirely on $INTC Intels execution curve. 18A yield EMIB"  
[X Link](https://x.com/tig88411109/status/1997472007454179679)  2025-12-07T01:03Z 40.8K followers, 47.7K engagements


"Forget Fed's rate cut and Powell's script. In the TrumpFed knife fight he is basically a caretaker on borrowed time. If you want to know whether risk still has a bid you watch Chicago Feds NFCI and ANFCI not the press conference. Both indices are sitting around XXX. Zero is normal positive is tight negative is loose. NFCI a composite index of risk credit and leverage that maps the real liquidity regime. NFCI X already tells you there is no broad credit crunch no systemic funding winter. ANFCI is even more negative which means that after you strip out the macro cycle financial conditions are"  
[X Link](https://x.com/tig88411109/status/1998664267944403445)  2025-12-10T08:01Z 40.8K followers, 9388 engagements


"@RTBHumanfly So yes even in an optimistic scenario for China on pure design the packaging + HBM gap and the ecosystem gap keep NVDA ahead for the next few years"  
[X Link](https://x.com/tig88411109/status/1998674134746771535)  2025-12-10T08:40Z 40.8K followers, XX engagements