# ![@yasutaketin Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::86468990.png) @yasutaketin シバイヌおやびん（投資系VTuber）

シバイヌおやびん（投資系VTuber） posts on X about $app, $mu, $crdo, $scco the most. They currently have [------] followers and [---] posts still getting attention that total [-------] engagements in the last [--] hours.

### Engagements: [-------] [#](/creator/twitter::86468990/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::86468990/c:line/m:interactions.svg)

- [--] Week [-------] +782%
- [--] Months [---------] +1,477%
- [--] Year [---------] +87%

### Mentions: [--] [#](/creator/twitter::86468990/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::86468990/c:line/m:posts_active.svg)

- [--] Week [--] +833%
- [--] Months [---] +435%
- [--] Year [---] -92%

### Followers: [------] [#](/creator/twitter::86468990/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::86468990/c:line/m:followers.svg)

- [--] Month [------] +2.40%
- [--] Months [------] +20%
- [--] Year [------] +31%

### CreatorRank: [------] [#](/creator/twitter::86468990/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::86468990/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  #1241 [technology brands](/list/technology-brands)  19.83% [finance](/list/finance)  14.66% [social networks](/list/social-networks)  8.62% [cryptocurrencies](/list/cryptocurrencies)  4.31% [financial services](/list/financial-services)  0.86%

**Social topic influence**
[$app](/topic/$app) #3, [$mu](/topic/$mu) #345, [$crdo](/topic/$crdo) #1, [$scco](/topic/$scco) 7.76%, [$rddt](/topic/$rddt) #11, [ai](/topic/ai) #5377, [$bhp](/topic/$bhp) 6.03%, [$sndk](/topic/$sndk) #141, [$copx](/topic/$copx) #5, [$alab](/topic/$alab) #4

**Top accounts mentioned or mentioned by**
[@shibainuoyabin](/creator/undefined) [@luisvsanchez777](/creator/undefined) [@mako63](/creator/undefined) [@mayamaya88888](/creator/undefined) [@grok](/creator/undefined) [@stocknotebook](/creator/undefined) [@today_isholiday](/creator/undefined) [@2xarfo23c3cnak0](/creator/undefined) [@fish_bamboo](/creator/undefined) [@cxeno5x1uw42gse](/creator/undefined) [@bpmzwuevzp64324](/creator/undefined) [@hasuoron](/creator/undefined)

**Top assets mentioned**
[AppLovin Corporation (APP)](/topic/$app) [Micron Technology, Inc. (MU)](/topic/$mu) [Credo Technology Group Holding Ltd (CRDO)](/topic/$crdo) [Southern Copper Corporation (SCCO)](/topic/$scco) [Reddit, Inc.  (RDDT)](/topic/$rddt) [BHP Group Limited (BHP)](/topic/$bhp) [Sandisk Corporation (SNDK)](/topic/$sndk) [Astera Labs, Inc. (ALAB)](/topic/$alab) [Verizon Communications Inc. (VZ)](/topic/$vz) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [Freeport-McMoRan Inc (FCX)](/topic/$fcx) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Spacemesh (SMH)](/topic/$smh) [Microsoft Corp. (MSFT)](/topic/$msft) [VALE S.A. (VALE)](/topic/$vale) [Netflix Inc (NFLX)](/topic/$nflx) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Ero Copper Corp. (ERO)](/topic/$ero) [NuCypher (NU)](/topic/$nu) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Lumentum Holdings Inc. Common Stock (LITE)](/topic/$lite) [Advanced Micro Devices (AMD)](/topic/$amd) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Vertiv Holdings Co (VRT)](/topic/$vrt) [Western Digital Corp (WDC)](/topic/$wdc) [Palo Alto Networks Inc (PANW)](/topic/$panw) [Crowdstrike Holdings Inc (CRWD)](/topic/$crwd) [Samsara Inc. (IOT)](/topic/samsara-inc) [Helium IOT (IOT)](/topic/$iot) [PepsiCo, Inc. (PEP)](/topic/$pep) [Credicorp LTD (BAP)](/topic/$bap) [Novo-Nordisk (NVO)](/topic/$nvo) [Oscar Health, Inc.  (OSCR)](/topic/$oscr) [SPX6900 (SPX)](/topic/$spx) [Affirm Holdings, Inc. (AFRM)](/topic/$afrm) [Pfizer, Inc. (PFE)](/topic/$pfe) [British American Tobacco (BTI)](/topic/$bti) [Steel Dynamics, Inc. (STLD)](/topic/$stld) [Teradyne, Inc. (TER)](/topic/$ter) [Realio Network (RIO)](/topic/$rio) [Eli Lilly and Company (LLY)](/topic/$lly) [Bristol-Myers Squibb Co (BMY)](/topic/$bmy) [Super Micro Computer, Inc. Common Stock (SMCI)](/topic/$smci) [Teck Resources Limited (TECK)](/topic/$teck) [Itau Unibanco Holding S.A. (ITUB)](/topic/$itub) [Pagaya Technologies Ltd. Class A Ordinary Shares (PGY)](/topic/$pgy) [Orochi Network (ON)](/topic/$on) [Eaton Corporation PLC (ETN)](/topic/eaton-corp) [Electroneum (ETN)](/topic/$etn) [Nu Holdings Ltd. (NU)](/topic/nu-holdings) [Unity Software Inc. (U)](/topic/$u) [RAI Finance (SOFI)](/topic/$sofi) [Fastly, Inc. (FSLY)](/topic/$fsly) [Metadium (META)](/topic/$meta)
### Top Social Posts
Top posts by engagements in the last [--] hours

"ETF $COPX 😋"  
[X Link](https://x.com/yasutaketin/status/2021546465391464700)  2026-02-11T11:26Z 41.5K followers, 13.9K engagements


"Samsara $IOT AIFY2626% 202594855ETSamsara Inc. (IOT) AI Samsara Inc. (IOT) [-----] CEO Sanjit BiswasSamsara2ARR1630%100ARR17ARR20%10ARR10ARR35%ARR59%BiswasAlaska AirlinesSRM ConcreteFortune [----] BiswasSamsara BeyondAI MulticamAI 350Gary SteeleBoard of DirectorsBiswasAIROI CFO Dominic Phillips219%ARR100ARR1ACV8%Phillips23910030%31% Phillips339800424%GAAP15%GAAP EPS0.110.12 FY2615740015780026%GAAP EPS0.450.47 AI 2ARR16400030%ARR150019% 23910030%GAAP78%GAAP15%211%7 7100ACV2147100ARRACV15% 8ACV Aleksandr ZukinWolfe ResearchACVBiswasACV8% Zukin1ARRPhillips.122 Matthew HedbergRBCAIBiswasAIAI"  
[X Link](https://x.com/yasutaketin/status/1964815584279019531)  2025-09-07T22:18Z 41.4K followers, [----] engagements


"$OEF S&P100 ETF"  
[X Link](https://x.com/yasutaketin/status/2014728725003436209)  2026-01-23T15:55Z 41.4K followers, [----] engagements


"$VZ  6.14% 11.83%"  
[X Link](https://x.com/yasutaketin/status/2018185604568412423)  2026-02-02T04:51Z 41.4K followers, [----] engagements


"202650100 $VZ CEO202650 [------------------] MVNO 2026AIAI [---------] [---------------] 20262%3% 2026EPS4.904.95215 2026CapEx202540160165 [------] 2025EBITDA2.5%500EPS2.6%4.71 [-------------] [----]  Verizon outlines $5B OpEx savings and targets up to 1M postpaid net adds in [----] amid Frontier integration https://seekingalpha.com/news/4544912-verizon-outlines-5b-opex-savings-and-targets-up-to-1m-postpaid-net-adds-in-2026-amid-frontiershare_source=shared_newssource=tweet"  
[X Link](https://x.com/yasutaketin/status/2018189817708982345)  2026-02-02T05:08Z 41.4K followers, [----] engagements


"$HOOD -9.6%"  
[X Link](https://x.com/yasutaketin/status/2018525852536021097)  2026-02-03T03:24Z 41.4K followers, 14.6K engagements


"$SMH/ $XLB ETFETF"  
[X Link](https://x.com/yasutaketin/status/2018544098148520146)  2026-02-03T04:36Z 41.4K followers, [----] engagements


"$SCCO +11.2%"  
[X Link](https://x.com/yasutaketin/status/2018727592296345911)  2026-02-03T16:45Z 41.4K followers, [----] engagements


"ETF $COPX 4663% 16.1% KGHM Polska Mied 25.4% Lundin Mining 35.3% 45.2% Boliden 54.9% $SCCO Southern Copper 64.8% Hudbay Minerals 74.8% $FCX Freeport-McMoRan 84.5% GlencoreDRC 94.4% Antofagasta 104.2% Zijin Mining 114.2% First Quantum Minerals 124.0% $TECK Teck ResourcesQB2 134.0% Ivanhoe MinesDRC 143.8% $BHP BHP 153.3% Jiangxi Copper https://stockanalysis.com/quote/swx/COPX/holdings/utm_source=chatgpt.com https://stockanalysis.com/quote/swx/COPX/holdings/utm_source=chatgpt.com"  
[X Link](https://x.com/yasutaketin/status/2018781025514684864)  2026-02-03T20:17Z 41.4K followers, 21.1K engagements


"$SCCO $FCX $COPX $BHP $ERO VTuber @yasutaketin https://note.com/shibainu_trading/n/n105175d57606sub_rt=share_pb https://note.com/shibainu_trading/n/n105175d57606sub_rt=share_pb"  
[X Link](https://x.com/yasutaketin/status/2019001020270121099)  2026-02-04T10:52Z 41.4K followers, 20.3K engagements


"$CRDO @yasutaketin 🙇 @yasutaketin 🙇"  
[X Link](https://x.com/yasutaketin/status/2019545226357141919)  2026-02-05T22:54Z 41.4K followers, 16.2K engagements


"SSDeSSD2025Q3TrendForce [-----] [--] Samsung24.4537.3% [--] SKSK hynix + Solidigm18.628.4% [--] Micron9.9115.2% $MU [--] Kioxia9.7815.0% [--] SanDisk2.694.1% $SNDK https://twitter.com/i/web/status/2019819403030970775 https://twitter.com/i/web/status/2019819403030970775"  
[X Link](https://x.com/yasutaketin/status/2019819403030970775)  2026-02-06T17:04Z 41.4K followers, 15.9K engagements


"$SCCO +5% 😊"  
[X Link](https://x.com/yasutaketin/status/2019861770081640742)  2026-02-06T19:52Z 41.4K followers, [----] engagements


"$VALE $SCCO $COPX"  
[X Link](https://x.com/yasutaketin/status/2019917899046220030)  2026-02-06T23:35Z 41.4K followers, 17.1K engagements


"SK $EWY ETF"  
[X Link](https://x.com/yasutaketin/status/2019921423293379050)  2026-02-06T23:49Z 41.4K followers, 30.3K engagements


"3 $MU ETNews4Samsung ElectronicsSK hynixMicron DRAMNAND10 DRAM100111090 [---------] [--]  [--] AI2 [--] Memory Big [--] Change Contract Practices Post-Settlement Pricing Emerges Rising memory prices are now transforming supply contract practices. Contract durations are shifting from long-term to short-term and a "post-settlement" concept reflecting market prices has emerged https://t.co/goDS6cxTnO Memory Big [--] Change Contract Practices Post-Settlement Pricing Emerges Rising memory prices are now transforming supply contract practices. Contract durations are shifting from long-term to short-term and a"  
[X Link](https://x.com/yasutaketin/status/2020056637567021353)  2026-02-07T08:46Z 41.4K followers, 55.4K engagements


"UBSTimothy Arcuri $MU 400450+12.5% 389.3+15.6% DRAM2026C1Q+62% NAND+40%+27% DRAM2027C4QNAND2027C1Q PC/de-spec HBM2027+57% MUGoogleOpenAI PC/de-spec MUC2027E EPS755HDD2 MUEPS $MU : UBS reiterates raises  $ (from $400) Analyst sees memory supply shortage into [----] AI-driven demand surge and MU trading at just 5x [----] EPS vs. HDDs at 2x. https://t.co/tqNqNqyyHF $MU : UBS reiterates raises  $ (from $400) Analyst sees memory supply shortage into [----] AI-driven demand surge and MU trading at just 5x [----] EPS vs. HDDs at 2x. https://t.co/tqNqNqyyHF"  
[X Link](https://x.com/yasutaketin/status/2020767296315359399)  2026-02-09T07:50Z 41.4K followers, 29.8K engagements


"$SCCO $BAP $VALE"  
[X Link](https://x.com/yasutaketin/status/2020777803705368606)  2026-02-09T08:32Z 41.4K followers, 24.3K engagements


"GS MUNAND " $MU $SNDK GS$MUHBM20202620EPS15.65152352026HBM GS$SNDK12NAND2026SSD60EPS32.0022PER700" $MU $SNDK GS sees $MU continuing to execute on its HBM product roadmap and capture roughly 20% share of a fast-growing high-margin market with management commentary suggesting ongoing supply constraints in cleanroom capacity will drive limited bit growth of just 20% for [----]. $MU $SNDK GS sees $MU continuing to execute on its HBM product roadmap and capture roughly 20% share of a fast-growing high-margin market with management commentary suggesting ongoing supply constraints in cleanroom"  
[X Link](https://x.com/yasutaketin/status/2020804822975516879)  2026-02-09T10:19Z 41.4K followers, 38.7K engagements


"" $MU NVIDIAAIVera RubinHBM4 NVIDIAHBM420262HBM" Micron $MU is trading lower after Yonhap reported Samsung plans to start mass production of HBM4 as early as this month for Nvidias next-gen AI platform Vera Rubin. The report says Samsung has cleared Nvidia qualification and secured orders while Micron has guided to ramp https://t.co/9Ksn41SLy7 Micron $MU is trading lower after Yonhap reported Samsung plans to start mass production of HBM4 as early as this month for Nvidias next-gen AI platform Vera Rubin. The report says Samsung has cleared Nvidia qualification and secured orders while Micron"  
[X Link](https://x.com/yasutaketin/status/2020843066605834423)  2026-02-09T12:51Z 41.4K followers, 44.2K engagements


"$HIMS $NVO 22% FDAGLP-1 $HIMS extends losses to 22% after $NVO said it is suing over knockoff obesity drugs. This comes as the FDA signals full enforcement on compounded GLP 1s and the company exits compounded semaglutide. https://t.co/1WKROCRbtU $HIMS extends losses to 22% after $NVO said it is suing over knockoff obesity drugs. This comes as the FDA signals full enforcement on compounded GLP 1s and the company exits compounded semaglutide. https://t.co/1WKROCRbtU"  
[X Link](https://x.com/yasutaketin/status/2020862311829852476)  2026-02-09T14:08Z 41.4K followers, 14.3K engagements


"$APP $RDDT SaaS 2"  
[X Link](https://x.com/yasutaketin/status/2022353290881831050)  2026-02-13T16:52Z 41.5K followers, [----] engagements


"$QQQ $IEV $EWJ $SPX $EPI"  
[X Link](https://x.com/yasutaketin/status/1656306301822189568)  2023-05-10T14:32Z 41.5K followers, [----] engagements


"$AFRM AffirmGMVAI [-------] [---] ET Affirm Holdings Inc. (AFRM) AI Affirm Holdings Inc. (AFRM) [-----] CEO Max Roth Levchin24Levchin LevchinAffirm1247003500Affirm7500 LevchinShopify COO Michael LinfordSixth Street CFO Robert W. O'Hare95% AffirmLevchin. GMV0%Levchin0%90% ShopifyLevchinShopify Levchin4 O'Hare95% Affirm1210%Affirm124700 0%90%7% Q&ADan DolevLevchin Daniel Rock PerlinRBC0%Levchin0%.0% Adam FrischEvercore ISIFICOLevchin Will NanceLinfordAffirm Adib ChoudhuryWilliam BlairLevchinShopify Rob WildhackAutonomous Research0%LevchinAffirm Levchin Q&A [--] 0% Affirm Affirm  AffirmLevchin 0% Affirm"  
[X Link](https://x.com/yasutaketin/status/1961457262373015948)  2025-08-29T15:53Z 41.5K followers, [----] engagements


"2024 [--]. BHP150 [--]. Codelco144 [--]. Freeport-McMoRan126 [--]. Glencore95.16 [--]. Southern Copper88.35 [--]. Anglo American77.27 [--]. KGHM Polska Miedz72.97 [--]. CMOC Group50.26 [--]. Antofagasta44.88 https://twitter.com/i/web/status/2015693368668598747 https://twitter.com/i/web/status/2015693368668598747"  
[X Link](https://x.com/yasutaketin/status/2015693368668598747)  2026-01-26T07:48Z 41.5K followers, 16.1K engagements


"$VZ $PFE $BTI $XLP"  
[X Link](https://x.com/yasutaketin/status/2018187160885891435)  2026-02-02T04:58Z 41.5K followers, [----] engagements


"$QQQ / $XLB"  
[X Link](https://x.com/yasutaketin/status/2018544767353950695)  2026-02-03T04:39Z 41.5K followers, [----] engagements


"$NVDA  $TER"  
[X Link](https://x.com/yasutaketin/status/2018926110889955698)  2026-02-04T05:54Z 41.5K followers, [----] engagements


"2024 [--] $BHP BHP14971.50Mt [--] Codelco14211.42Mt [--] $FCX Freeport-McMoRan12531.25Mt [--] Glencore10091.01Mt [--] $SCCO Southern Copper9860.99Mt [--] Zijin8290.83Mt [--] $RIO Rio Tinto6500.65Mt [--] Anglo American5400.54Mt [--] KGHM5340.53Mt [--] Nornickel4660.47Mt https://twitter.com/i/web/status/2018941638840865127 https://twitter.com/i/web/status/2018941638840865127"  
[X Link](https://x.com/yasutaketin/status/2018941638840865127)  2026-02-04T06:56Z 41.5K followers, 12.5K engagements


"$SCCO  $BHP  SCCO8 [---] JPMorgan tradeservice+1 https://twitter.com/i/web/status/2019087469782983034 https://twitter.com/i/web/status/2019087469782983034"  
[X Link](https://x.com/yasutaketin/status/2019087469782983034)  2026-02-04T16:35Z 41.5K followers, 11.9K engagements


"$SCCO $BHP  $BHP  $SCCO $ERO"  
[X Link](https://x.com/yasutaketin/status/2019151698003128422)  2026-02-04T20:50Z 41.5K followers, 15.5K engagements


"$XLB ETF ATH"  
[X Link](https://x.com/yasutaketin/status/2019292233854513638)  2026-02-05T06:09Z 41.5K followers, [----] engagements


"$AMD $GOOGL $LLY $LITE"  
[X Link](https://x.com/yasutaketin/status/2019369835508252842)  2026-02-05T11:17Z 41.5K followers, 21.4K engagements


"/  $BHP $VALE @yasutaketin @yasutaketin"  
[X Link](https://x.com/yasutaketin/status/2019873566590922871)  2026-02-06T20:39Z 41.5K followers, 11.4K engagements


"SaaSSaaSpocalypse AnthropicClaude CoworkAI  🤖📎  / NDA / / ✍📄 AI  ⚙🔍 SaaS UI SaaSAI SaaS/ 🧱➡🧠  SaaSAI [--] 💺📉 AI ClaudeCowork1 SaaS 🏗🎯  1-6%20254📉 RELX -15% / Wolters Kluwer -13% / LegalZoom -20% 🩸 SaaSpocalypseSaaS AI1 🧨   SaaSAI SaaS 💰➡🧠 https://twitter.com/i/web/status/2019879558716244117 https://twitter.com/i/web/status/2019879558716244117"  
[X Link](https://x.com/yasutaketin/status/2019879558716244117)  2026-02-06T21:03Z 41.4K followers, 10.6K engagements


"$BMY [----] 4.18%"  
[X Link](https://x.com/yasutaketin/status/2019890268238148086)  2026-02-06T21:45Z 41.5K followers, [----] engagements


"$RDDT 69% YoY PER22 😅"  
[X Link](https://x.com/yasutaketin/status/2020193372385034625)  2026-02-07T17:50Z 41.5K followers, 18.2K engagements


"$SMCI $AMD w PER(NTM)12.2PSR(NTM)0.4"  
[X Link](https://x.com/yasutaketin/status/2020276544279834994)  2026-02-07T23:20Z 41.4K followers, 32K engagements


"Gemini $RDDT AIFCF @yasutaketin RDDT AI @yasutaketin RDDT AI"  
[X Link](https://x.com/yasutaketin/status/2020446926672450022)  2026-02-08T10:37Z 41.5K followers, 15.5K engagements


"$RDDT  FCF P/E (NTM) [--] 🤣"  
[X Link](https://x.com/yasutaketin/status/2020466026039607326)  2026-02-08T11:53Z 41.5K followers, 11.7K engagements


"202510%2026 $COPX $TECK 202510%695000 [------------] [-----] [--] $TECK [----] CEO 202512%21702026 [----] [-------] Anglo American reports 10% drop in [----] copper output cuts [----] guidance https://www.reuters.com/business/anglo-american-reports-10-drop-2025-copper-output-cuts-2026-guidance-2026-02-05/ https://www.reuters.com/business/anglo-american-reports-10-drop-2025-copper-output-cuts-2026-guidance-2026-02-05/"  
[X Link](https://x.com/yasutaketin/status/2020482274274468074)  2026-02-08T12:58Z 41.5K followers, 11.3K engagements


"$ITUB  @yasutaketin ITUBBAP @yasutaketin ITUBBAP"  
[X Link](https://x.com/yasutaketin/status/2020806064808054900)  2026-02-09T10:24Z 41.5K followers, 13.5K engagements


"$RDDT 2025Q4Grok - 726MEPS $1.24$1B - 77.4%140 - Cantor [------] 5% - SnapPinterest  - - 3038%**** Sell the news https://twitter.com/i/web/status/2020825982941446239 https://twitter.com/i/web/status/2020825982941446239"  
[X Link](https://x.com/yasutaketin/status/2020825982941446239)  2026-02-09T11:43Z 41.5K followers, 11.4K engagements


"$SNDK $MU $MU"  
[X Link](https://x.com/yasutaketin/status/2020884157560459282)  2026-02-09T15:35Z 41.5K followers, 26.2K engagements


"" $MU$NVDARubinHBM4 HBM42026" $MU is trading lower on reports Samsung is already approved by $NVDA to supply HBM4 for Rubin and may start production this month. Micron does not ramp HBM4 until mid [----] which brings fresh worries about losing early share in the highest margin part of memory. https://t.co/zeEKVXnRqF $MU is trading lower on reports Samsung is already approved by $NVDA to supply HBM4 for Rubin and may start production this month. Micron does not ramp HBM4 until mid [----] which brings fresh worries about losing early share in the highest margin part of memory."  
[X Link](https://x.com/yasutaketin/status/2021170914772275690)  2026-02-10T10:34Z 41.5K followers, 39K engagements


""10 $FCX " With an insatiable demand for copper at the helm of this economy over the next decade $FCX trying to break out of this monthly flag is atop my radar this week. https://t.co/Vz0SFhJMOl With an insatiable demand for copper at the helm of this economy over the next decade $FCX trying to break out of this monthly flag is atop my radar this week. https://t.co/Vz0SFhJMOl"  
[X Link](https://x.com/yasutaketin/status/2021196711427964964)  2026-02-10T12:17Z 41.4K followers, 12.2K engagements


"10  $ETN BREAKING: Senator John Hickenlooper filed a purchase of up to $100000 of stock in Eaton Corporation. Eaton is a power management company. Hickenlooper sits on the Senate Committee on Energy. We'll be keeping an eye on $ETN. https://t.co/S1l1yDnQCF BREAKING: Senator John Hickenlooper filed a purchase of up to $100000 of stock in Eaton Corporation. Eaton is a power management company. Hickenlooper sits on the Senate Committee on Energy. We'll be keeping an eye on $ETN. https://t.co/S1l1yDnQCF"  
[X Link](https://x.com/yasutaketin/status/2021226759635468506)  2026-02-10T14:16Z 41.5K followers, 11.3K engagements


"$NU Nu Holdings [--] [--]  UX  AUM OS https://twitter.com/i/web/status/2021283146415865944 https://twitter.com/i/web/status/2021283146415865944"  
[X Link](https://x.com/yasutaketin/status/2021283146415865944)  2026-02-10T18:00Z 41.5K followers, 10.1K engagements


""Micron TechnologyHBM4  SemiAnalysisNVIDIAHBM4Micron0Micron Technology 20258HBM4MicronHBM4 HBM2026MicronHBM41 HBM4 2026DRAMNANDASP 20254DRAMHBM HBMDRAMASP 20262025DRAM HBM2026HBMMicronDRAM911DRAM8 Micron MicronHBM4Samsung ElectronicsSK hynix 2026HBM42027 HBM20262025 Micron DRAMASPMicron" Micron Technology: It's Okay If HBM4 Is a Bit Delayed Chae Min-suk Korea Investment & Securities Micron's HBM4 schedule delay is inevitable - Micron's stock weakened after SemiAnalysis reported it would adjust Micron's share in NVIDIA's HBM4 to 0% - However we had already Micron Technology: It's Okay If HBM4"  
[X Link](https://x.com/yasutaketin/status/2021538093304840612)  2026-02-11T10:53Z 41.5K followers, 20.7K engagements


"$ALAB $U $CRDO"  
[X Link](https://x.com/yasutaketin/status/2021609628682088652)  2026-02-11T15:37Z 41.5K followers, 19.3K engagements


"$HOOD  -11%"  
[X Link](https://x.com/yasutaketin/status/2021613979345330525)  2026-02-11T15:55Z 41.5K followers, [----] engagements


"" $SNDK 11NAND" $SNDK +11% after extending Kioxia supply agreement boosting sentiment amid tight NAND market conditions. https://t.co/JGjMsXpvIP $SNDK +11% after extending Kioxia supply agreement boosting sentiment amid tight NAND market conditions. https://t.co/JGjMsXpvIP"  
[X Link](https://x.com/yasutaketin/status/2021621954361565387)  2026-02-11T16:26Z 41.5K followers, 19K engagements


": PT Weda Bay Nickel2026421270-76%2025379260-270 : : LME2%11783520261775018% : Eramet X:  : (5713):  (5541):  (5480):  (2768):  (3036): : Vale (VALE): Glencore (GLNCY): BHP (BHP): Norilsk Nickel (NILSY): Eramet (ERMAY): Talon Metals Canada Nickel Company (CNC.V): The Metals Company (TMC): : http://TLO.TO http://TLO.TO"  
[X Link](https://x.com/yasutaketin/status/2021722714743181514)  2026-02-11T23:07Z 41.5K followers, [----] engagements


"$NVDA 200MA 1"  
[X Link](https://x.com/yasutaketin/status/2021725546774950374)  2026-02-11T23:18Z 41.5K followers, 21.8K engagements


"200MA☠ $RDDT $PLTR $HOOD $ALAB $CRDO $SOFI $HIMS"  
[X Link](https://x.com/yasutaketin/status/2021728990550188523)  2026-02-11T23:32Z 41.5K followers, 69.4K engagements


"$EEM ETF ATH"  
[X Link](https://x.com/yasutaketin/status/2021731200046706990)  2026-02-11T23:40Z 41.5K followers, [----] engagements


"$FSLY +72%😲 412"  
[X Link](https://x.com/yasutaketin/status/2022245068468555795)  2026-02-13T09:42Z 41.5K followers, [----] engagements


"$APP PER25.4"  
[X Link](https://x.com/yasutaketin/status/2022327359823892636)  2026-02-13T15:09Z 41.5K followers, [----] engagements


""AppLovin Mag [--] $APP Mag 7376%" AppLovin vs. Mag [--] For reference on the absolute insanity of $APP margin expansion here it is compared to the Mag [--]. Follow the baby blue line. From unprofitable [--] years ago to 76% Operating Margin.🤯 https://t.co/EQvIj1biJJ AppLovin vs. Mag [--] For reference on the absolute insanity of $APP margin expansion here it is compared to the Mag [--]. Follow the baby blue line. From unprofitable [--] years ago to 76% Operating Margin.🤯 https://t.co/EQvIj1biJJ"  
[X Link](https://x.com/yasutaketin/status/2022342615505813947)  2026-02-13T16:10Z 41.5K followers, 11.4K engagements


"AI $VRT $LITE $CRDO $ALAB  $NBIS"  
[X Link](https://x.com/yasutaketin/status/2022353562672730273)  2026-02-13T16:53Z 41.5K followers, 11.7K engagements


"Nebius Group N.V. ( $NBIS ) [-----] [--].  : [-----] +500.8%150956% EPS: -0.68-0.530.15 ARR: [-----] : EBITDA4AIEBITDA319%24% : 342026150%GPU AI: MetaMicrosoft : AITavily70Token Factory : 92GW20263GW2.5GW : AIGPU [--]. 2026ARR: [----] 2026: [----] EBITDA: **40%**2025Q47% CapEx: [------] : 2.5GW3GW : Microsoft/Meta [--]. Q&A Q1: AI A1: AIGPUAI50% Q2: 160200CapEx A2: 60%ATM Q3: 3GW A3: 2026800MW1GW22027 Q4: A4: Microsoft1112026 Q5: 4ARR2026ARR A5: ARR20263034ARR7090 Q6: 7090ARR A6: Q7: MicrosoftMeta A7: Meta22026Microsoft2027 Q8: Q1 A8: HopperGPU12Q140 Q9: A9: 1Microsoft/Meta2025 Q10: A10: Q11: A11: AI100%100%Token"  
[X Link](https://x.com/yasutaketin/status/2022362090821042435)  2026-02-13T17:27Z 41.5K followers, [----] engagements


"" $APP [--] AppLovin1766%EBITDA1482%EBITDA84% $META $GOOGL $MSFT $AMZN MAXEAppLovin" [--] REASONS WHY $APP LANDED ON MY WATCHLIST [--]. AppLovin just printed $1.7B of revenue (+66% YoY) $1.4B of EBITDA (+82% YoY) and an 84% EBITDA margin and guided to sequential growth into a seasonally weaker quarter. The stock is clearly disconnected from the underlying business https://t.co/ptRc5WFICv [--] REASONS WHY $APP LANDED ON MY WATCHLIST [--]. AppLovin just printed $1.7B of revenue (+66% YoY) $1.4B of EBITDA (+82% YoY) and an 84% EBITDA margin and guided to sequential growth into a seasonally weaker quarter. The"  
[X Link](https://x.com/yasutaketin/status/2022365576686113057)  2026-02-13T17:41Z 41.5K followers, 11.5K engagements


"AppLovin ( $APP ) [-----] [--].  : [----] +66% EPS/: EBITDA14**84%**13.1 : 66%AIAXONeROAS AI: CEOAIAppLovin e: e AI: [---] MAX: Meta [--]. 20261: 17.4517.75 +5%+7% EBITDA: 14.6514.9584% : Q1****e [--]. Q&A Q1: e A1: Q4GA2026 Q2: A2: AI100 Q3: AIe A3: [--] Q4: LLM A4: AI Q5: e A5: GMV Q6: MetaMAX A6: MetaMAX Q7: 2026AXON A7: [--]. : AI : e : Meta https://seekingalpha.com/news/4550807-applovin-outlines-5-percent-7-percent-q1-sequential-revenue-growth-as-ai-drives-platform https://seekingalpha.com/news/4550807-applovin-outlines-5-percent-7-percent-q1-sequential-revenue-growth-as-ai-drives-platform"  
[X Link](https://x.com/yasutaketin/status/2022377920141177104)  2026-02-13T18:30Z 41.5K followers, [----] engagements


"$APP [----] +66%13.1 MSFT"  
[X Link](https://x.com/yasutaketin/status/2022383277995405619)  2026-02-13T18:52Z 41.5K followers, [----] engagements


"YouTUbe 99012🙇♂ https://www.youtube.com/@shibainu-oyabin https://www.youtube.com/@shibainu-oyabin"  
[X Link](https://x.com/yasutaketin/status/1994187744692605145)  2025-11-27T23:33Z 41.5K followers, 314K engagements


"$VZ  6.14% PER9"  
[X Link](https://x.com/yasutaketin/status/2018528151169859641)  2026-02-03T03:33Z 41.5K followers, [----] engagements


"" AppLovin $APP CapitalWatch 🚨 ""  
[X Link](https://x.com/yasutaketin/status/2020972531520504208)  2026-02-09T21:26Z 41.5K followers, 52.7K engagements


"$CRDO +17% 😭"  
[X Link](https://x.com/yasutaketin/status/2021195419137830936)  2026-02-10T12:11Z 41.5K followers, 15.3K engagements


""Credo $CRDO FY26 34400480033500345004200" Credo $CRDO RAISED its Q3 FY26 revenue outlook to $404408M well above prior guidance of $335345M. The company also guided to mid-single-digit sequential growth in Q4 and said that puts it on pace for 200%+ YoY revenue growth this fiscal year. https://t.co/pFqYxEyYSi Credo $CRDO RAISED its Q3 FY26 revenue outlook to $404408M well above prior guidance of $335345M. The company also guided to mid-single-digit sequential growth in Q4 and said that puts it on pace for 200%+ YoY revenue growth this fiscal year. https://t.co/pFqYxEyYSi"  
[X Link](https://x.com/yasutaketin/status/2021226836450275742)  2026-02-10T14:16Z 41.5K followers, 13.6K engagements


"$NFLX $WBD https://jp.tradingview.com/news/reuters.com2026:newsml_L4N3Z61VK:0/ https://jp.tradingview.com/news/reuters.com2026:newsml_L4N3Z61VK:0/"  
[X Link](https://x.com/yasutaketin/status/2021250941920407896)  2026-02-10T15:52Z 41.5K followers, [----] engagements


"" $SNDK 20252Western DigitalSanDiskWestern DigitalSNDK Western Digital7505SNDK [--------] 202523Western DigitalIRVP1SNDK Western DigitalSNDKSNDK 202561850SNDK JPMorganSNDKNot Rated JPMorganSNDK   " $SNDK If you're wondering about $SNDK weakness - this is a potential reason. For background to those that don't know: Western Digital spun off SanDisk in February [----]. At the time $WDC retained a portion of $SNDK shares. This most recently stands at [---] million shares or a 5% https://t.co/22Jer4qpoX $SNDK If you're wondering about $SNDK weakness - this is a potential reason. For background to those"  
[X Link](https://x.com/yasutaketin/status/2021289620148039784)  2026-02-10T18:26Z 41.5K followers, 18.5K engagements


""LVS Advisory LuisVSanchez777 $NFLX Netflix  20320" LVS Advisory @LuisVSanchez777 still bullish on $NFLX Netflix 'The stock trades for roughly 20x its forward expected earnings. This is incredibly cheap given that earnings are expected to compound at a 20%+ annual rate over the next [--] years without any help from acquisitions.' https://t.co/xYK12VW1Yh LVS Advisory @LuisVSanchez777 still bullish on $NFLX Netflix 'The stock trades for roughly 20x its forward expected earnings. This is incredibly cheap given that earnings are expected to compound at a 20%+ annual rate over the next [--] years"  
[X Link](https://x.com/yasutaketin/status/2021618193039839532)  2026-02-11T16:11Z 41.5K followers, 13.1K engagements


""DeepSeekGeminiAIGPT" DeepSeek V4100 @mako_63 https://note.com/zhenren63/n/n11f156c729c2 https://note.com/zhenren63/n/n11f156c729c2"  
[X Link](https://x.com/yasutaketin/status/2021905556748087715)  2026-02-12T11:13Z 41.5K followers, 19.8K engagements


"$AMAT $ANET"  
[X Link](https://x.com/yasutaketin/status/2022249169730339020)  2026-02-13T09:59Z 41.5K followers, [----] engagements


""1 CPI0.26% m/m2.5% y/y120.31% m/m2.7% y/y CPI0.34% m/m2.5% y/y m/m120.24%y/y2.6% CPI0.250.42" Wall Street expects a cooler month for headline inflation but a hotter month for core in January Headline CPI: 0.26% m/m 2.5% y/y (down from 0.31% m/m and 2.7% y/y in December) Core CPI: 0.34% m/m 2.5% y/y (core m/m accelerating from 0.24% in Dec but y/y ticking down from https://t.co/g3S5b0EM8D Wall Street expects a cooler month for headline inflation but a hotter month for core in January Headline CPI: 0.26% m/m 2.5% y/y (down from 0.31% m/m and 2.7% y/y in December) Core CPI: 0.34% m/m 2.5% y/y"  
[X Link](https://x.com/yasutaketin/status/2022257392294228065)  2026-02-13T10:31Z 41.5K followers, [----] engagements


""UBSS&P [-------] UBSFRBAIS&P [---------] 2026UBSAI UBS" UBS: S&P [---] TO HIT [----] BY YEAR-END UBS Wealth Management expects the S&P [---] to climb to [----] by year-endabout 12% above current levelsdriven by Fed easing solid economic growth and continued AI momentum. While bullish on [----] UBS says markets may see near-term https://t.co/qmbNwS4RjI UBS: S&P [---] TO HIT [----] BY YEAR-END UBS Wealth Management expects the S&P [---] to climb to [----] by year-endabout 12% above current levelsdriven by Fed easing solid economic growth and continued AI momentum. While bullish on [----] UBS says markets may see"  
[X Link](https://x.com/yasutaketin/status/2022275976395448355)  2026-02-13T11:45Z 41.5K followers, 10.3K engagements


"" AIAnthropicClaude Cowork [----------] AI1218 MSCI0.80.9 [--] 1CPI6 14GDP" https://jp.tradingview.com/news/reuters.com2026:newsml_L4N3Z90FL:0/ https://jp.tradingview.com/news/reuters.com2026:newsml_L4N3Z90FL:0/"  
[X Link](https://x.com/yasutaketin/status/2022276604576346466)  2026-02-13T11:48Z 41.5K followers, [----] engagements


"25 $COPX $SMH $QQQ $SPY $MAGS"  
[X Link](https://x.com/yasutaketin/status/2022277316760748498)  2026-02-13T11:50Z 41.5K followers, [----] engagements


"2/9 $CRDO Credo20263 Credo TechnologyCRDO20263440048003350034500 [-----] 20271200% 10.78% AIAECMetaMicrosoftOracle ZeroFlapOmniConnect2026 [-------] https://twitter.com/i/web/status/2022314700424491011 https://twitter.com/i/web/status/2022314700424491011"  
[X Link](https://x.com/yasutaketin/status/2022314700424491011)  2026-02-13T14:19Z 41.5K followers, [----] engagements


"CredoBNPAIAEC Credo TechnologyCRDO2026310% [-------------------] BNP2026202712026200%13 2026GAAP1EPS3.072.809% 202750%20 BNPAIAEC2027 100G200GAEC200G2027 Meta800GAECMicrosoftx86100GAEC 200GAECAIALCActive LED Cable BNP245 Credo323EPS0.9138400 https://twitter.com/i/web/status/2022314841965498859 https://twitter.com/i/web/status/2022314841965498859"  
[X Link](https://x.com/yasutaketin/status/2022314841965498859)  2026-02-13T14:20Z 41.5K followers, [----] engagements


""Reddit Inc $RDDT 7482139" Reddit Inc $RDDT Director just purchased over $7482139 worth of shares https://t.co/WDa0bDmYB7 Reddit Inc $RDDT Director just purchased over $7482139 worth of shares https://t.co/WDa0bDmYB7"  
[X Link](https://x.com/yasutaketin/status/2022332711189586110)  2026-02-13T15:31Z 41.5K followers, [----] engagements


"$CRDO P/E(NTM) 30.9"  
[X Link](https://x.com/yasutaketin/status/2022333794846675046)  2026-02-13T15:35Z 41.5K followers, [----] engagements


"$IGV  ( $MSFT ) ( $PLTR ) ( $ORCL ) ( $CRM ) ( $APP ) ( $INTU ) ( $PANW ) ( $ADBE ) ( $CRWD ) ( $NOW ) $CRWD https://twitter.com/i/web/status/2022392733013545194 https://twitter.com/i/web/status/2022392733013545194"  
[X Link](https://x.com/yasutaketin/status/2022392733013545194)  2026-02-13T19:29Z 41.5K followers, [----] engagements


"" $AMZN - [----] 200.8%918%47002026AI2000 Ameriprise6500AI17%202241003.2%" $AMZN - AMAZON FACES LONGEST SLUMP SINCE [----] Amazon shares are on track for their longest losing streak in nearly [--] years down 0.8% Friday and nine days in a row. The stock has lost 18% erasing $470 billion in value as investors fret over $200 billion in planned [----] https://t.co/DYgsILSHWF $AMZN - AMAZON FACES LONGEST SLUMP SINCE [----] Amazon shares are on track for their longest losing streak in nearly [--] years down 0.8% Friday and nine days in a row. The stock has lost 18% erasing $470 billion in value as investors"  
[X Link](https://x.com/yasutaketin/status/2022405536852111473)  2026-02-13T20:20Z 41.5K followers, [----] engagements


"$APP +6.47% 😓 $CRWD $PANW $RBRK AIAI"  
[X Link](https://x.com/yasutaketin/status/2022420921819238557)  2026-02-13T21:21Z 41.5K followers, [----] engagements


"$NBIS $APP $CRDO $RDDT"  
[X Link](https://x.com/yasutaketin/status/2022422682340593959)  2026-02-13T21:28Z 41.5K followers, 13.4K engagements


"Astera Labs $ALAB ScorpioTaurus250AITAM 202542706017%92% 202585250115% GAAP75.7%1EPS0.58 [------] Scorpio: P15%20262X2027 Taurus: 400G4800G LeoCXL: MicrosoftIntelSAPAzure2026 GoogleAWS220264000AI 5250AITAM AI [-----] [-----] 2970046%10% GAAP74% GAAPEPS0.53 [----] R&D $AMZN (Amazon) [--] Mike Tate CFO32Desmond LynchCFO NVIDIAVera RubinUALinkNVLink Fusion https://seekingalpha.com/news/4549928-astera-labs-targets-25b-ai-connectivity-tam-as-scorpio-and-taurus-drive-growth-with-new https://seekingalpha.com/news/4549928-astera-labs-targets-25b-ai-connectivity-tam-as-scorpio-and-taurus-drive-growth-with-new"  
[X Link](https://x.com/yasutaketin/status/2022663322840240172)  2026-02-14T13:24Z 41.5K followers, [----] engagements


"$ALAB $AMZN (Amazon) ChatGPT [--].  [---------] [-----] [--]. Amazon Astera LabsAmazonAstera Labs AmazonAstera Labs65 3301.82% [-----] [--]. Astera Labs AmazonAWS   Amazon1  Amazon65Amazon https://twitter.com/i/web/status/2022664144567390695 https://twitter.com/i/web/status/2022664144567390695"  
[X Link](https://x.com/yasutaketin/status/2022664144567390695)  2026-02-14T13:28Z 41.5K followers, [----] engagements


"$ALAB AMZN65"  
[X Link](https://x.com/yasutaketin/status/2022664712073408999)  2026-02-14T13:30Z 41.5K followers, [----] engagements

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