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[@ResearchQf](/creator/twitter/ResearchQf)
"Should add $ASML may be exempt along with other critical equipment suppliers. Every recent sourced story mentions exemptions or partial exemptions for "equipment that the US needs." Would be insane not to but one can never be XXX% sure with this team"  
![@ResearchQf Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1204134753324142594.png) [@ResearchQf](/creator/x/ResearchQf) on [X](/post/tweet/1949533184791597349) 2025-07-27 18:11:46 UTC 14.6K followers, 3615 engagements


"1) This debate with myself was more intense last few months. "Natural" cyclicality for non-AI semis is positive. Forget pos or neg stock reactions for a min. Despite end demand tariffs and some secular issues rev guides for non-AI industrial auto consumer semis have been decent. Margin issues can occur near cyclical lows. $MCHP sales fell 6Q in a row. That's never happened. Cons for Mar is down again Q/Q to $963M or -XX% from peak. Yes part of this was huge inv build cycle post-pandemic (discussed often years ago). $MSCC $ATML etc acquisitions don't impact this view. FWIW unknowns any X Q and"  
![@ResearchQf Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1204134753324142594.png) [@ResearchQf](/creator/x/ResearchQf) on [X](/post/tweet/1920568866876633206) 2025-05-08 19:57:54 UTC 14.6K followers, 9134 engagements


"7) $OUST popped XX% when its OS1 LiDAR was approved by DoD for UAS in June. OUST is 5x since first mentioned but after it fell back to same level from teens last year was hesitant to mention spec volatile names. Not a recommendation and DYODD. Risk"  
![@ResearchQf Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1204134753324142594.png) [@ResearchQf](/creator/x/ResearchQf) on [X](/post/tweet/1947107861202395629) 2025-07-21 01:34:24 UTC 14.6K followers, XXX engagements


"EU's von der Leyen. XX% tariffs includes cars pharma and directly confirms XX% for coming semis & electronics. Global AI implications. Metals previewed. As with Japan her comments are much more likely to be close to the truth. Any differences around wording for pharma and metals as compared to Trump are usually technicalities & PR"  
![@ResearchQf Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1204134753324142594.png) [@ResearchQf](/creator/x/ResearchQf) on [X](/post/tweet/1949544179039674844) 2025-07-27 18:55:27 UTC 14.6K followers, 2229 engagements


"AI is changing the world but you ain't seen nothing yet. In a blink of an eye in historic terms AI will change our very nature. I might've been a cyclical or a secular bear today under current circumstances if ChatGPT hadn't happened yet. Then again markets wouldn't be anywhere near this level without AI THE driver of this secular bull. Even if someone was bullish last few years it could be just fortune unless he or she understood AI intuitively & technically. Even many tech specialists missed much of this as hard tech expertise is still in short supply. And many bears are busy blaming"  
![@ResearchQf Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1204134753324142594.png) [@ResearchQf](/creator/x/ResearchQf) on [X](/post/tweet/1949622691276710304) 2025-07-28 00:07:26 UTC 14.6K followers, 31.6K engagements


"3) To gauge TAM count copper vs optical in your server. Will take long time but AI accelerating change. MRVL chart. Topology & XPU definition dependent but no wonder 800G/1.6T datapoints improved so much. Starting to feel this $COHR $LITE $MXL $MTSI etc"  
![@ResearchQf Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1204134753324142594.png) [@ResearchQf](/creator/x/ResearchQf) on [X](/post/tweet/1806783080759210350) 2024-06-28 20:13:49 UTC 14.6K followers, 6555 engagements


"3) biz is down 2/3 peak-to-trough but bottomed and are beginning to grow cyclically again. Despite ramp custom ASICs at AWS will be fraction of $AVGO TPU at $GOOGL. Inferentia XXX also soon. Then other hyperscaler design wins will ramp. Huge TAMs. Monitor Alchip in Taiwan"  
![@ResearchQf Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1204134753324142594.png) [@ResearchQf](/creator/x/ResearchQf) on [X](/post/tweet/1852110902515937601) 2024-10-31 22:10:24 UTC 14.6K followers, 1556 engagements


"1) $TSLA. "Yes we probably could have a few rough quarters." Q4 cons of 474K looked awfully high with tax credits going away Q2 deliveries were 384K a big miss vs earlier expectations. Q3 cons was 435K yesterday. There's a very long history in many countries of big pull-ins then big step-downs after credits expire for EVs solar wind etc"  
![@ResearchQf Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1204134753324142594.png) [@ResearchQf](/creator/x/ResearchQf) on [X](/post/tweet/1948504699663004055) 2025-07-24 22:04:56 UTC 14.6K followers, 3590 engagements


"2) Tactical only. CRWV will prob be a long again at some level & time depending on supply dynamics but more importantly AI token demand growth. Sure depreciation. Other tier 2's such as $NBIS and $APLD outperformed CRWV 60-70% last few months (part of the AI overflow went to $APLD). Less overhang and "cheaper.""  
![@ResearchQf Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1204134753324142594.png) [@ResearchQf](/creator/x/ResearchQf) on [X](/post/tweet/1946240204358271220) 2025-07-18 16:06:38 UTC 14.5K followers, 1933 engagements


"6) An attractive feature of military physical AI is tariffs and any near term macroeconomic fluctuations are less important. AAPL has to navigate whatever ST impact Section XXX causes and magnitude of possible net demand destruction. But a decisive AI move by Apple could be more important"  
![@ResearchQf Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1204134753324142594.png) [@ResearchQf](/creator/x/ResearchQf) on [X](/post/tweet/1947107859704991960) 2025-07-21 01:34:23 UTC 14.6K followers, XXX engagements


"2) Compare that to Unitree just raising a round at $1.3B valuation. There are also so many robotics companies in China doing cool things that it's hard to keep up"  
![@ResearchQf Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1204134753324142594.png) [@ResearchQf](/creator/x/ResearchQf) on [X](/post/tweet/1948739948699423137) 2025-07-25 13:39:44 UTC 14.5K followers, 1170 engagements


"1) Defense sector update. Also one of physical AI-adjacent sectors with nearer catalysts. Korean K-Defense ETF is now up 2.7x YTD. Rheinmetall up 3X. SaaB 2.4x. US defense stocks are still underperforming e.g. $LMT is down YTD. $RTX $NOC up but much less. Korea can build quality stuff quickly and in volume. Not just ships or nuclear plants but high end military equipment. Possible new orders seemingly every week such as K9 VIDAR artillery for Norway IFVs for Romania MLRS for Egypt more Black Panthers etc etc. But there's shift to AI. Even US defense-related stocks with AI or autonomous"  
![@ResearchQf Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1204134753324142594.png) [@ResearchQf](/creator/x/ResearchQf) on [X](/post/tweet/1947107848724631783) 2025-07-21 01:34:21 UTC 14.6K followers, 6654 engagements


"3) Even submarines or destroyers. When $ORCL mentioned private clouds on naval vessels some asked why does a submarine need a mini-DC Larry Sam Sundar Elon Dario Jensen and other CEOs won't be able to talk details going forward. These announcements are tips of icebergs"  
![@ResearchQf Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1204134753324142594.png) [@ResearchQf](/creator/x/ResearchQf) on [X](/post/tweet/1947107853405188492) 2025-07-21 01:34:22 UTC 14.6K followers, XXX engagements


"1) According to @theinformation $TSLA is well behind Musk's goal of producing at least 5000 Optimus robots this year. So far the number of robots is in the hundreds. Must has hyped Optimus at almost ear-splitting levels predicting robots could "lift the company valuation to $XX trillion.""  
![@ResearchQf Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1204134753324142594.png) [@ResearchQf](/creator/x/ResearchQf) on [X](/post/tweet/1948739946342174822) 2025-07-25 13:39:43 UTC 14.6K followers, 3772 engagements


"That was fast. Less than an hour after presser ended. Prob means existing metals tariffs have a quota as reported before the meeting. We'll know details behind pharma quickly. Also implies coming semis & electronics are capped at XX% for EU. Generally a good sign for AI and its supply chain but will know for sure quite soon"  
![@ResearchQf Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1204134753324142594.png) [@ResearchQf](/creator/x/ResearchQf) on [X](/post/tweet/1949529226396189145) 2025-07-27 17:56:02 UTC 14.6K followers, 16.1K engagements


"1) Japan US ministers reached trade agreement in mid-June: sources (Kyodo News). This answers a few questions with possible read-thrus for EU & others. E.g. "Why are all these new US investments always $500B or so" Lutnick suggested a total investment of $400B (this has been reported). But with the "expectation that Trump would ask for $500B"A board (a big piece of paper) was prepared to clearly show Trump how much Japan would invest. This has been MO since Trump X. Trump wanted more and Akazawa agreed to $550B. Btw there are accounts that Lutnick talks to Trump every night at X am"  
![@ResearchQf Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1204134753324142594.png) [@ResearchQf](/creator/x/ResearchQf) on [X](/post/tweet/1949160579593031794) 2025-07-26 17:31:10 UTC 14.6K followers, 3790 engagements


"2) And very importantly b) AI militaries are inevitable. Shift has begun. Headlines & mentions in calls are widespread now despite secrecy. I.e. what's public is small % of what's planned. Drones or UAS now. Many signs point to missiles autonomous guns fighters tanks followed by robot soldiers etc"  
![@ResearchQf Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1204134753324142594.png) [@ResearchQf](/creator/x/ResearchQf) on [X](/post/tweet/1947107851509375377) 2025-07-21 01:34:21 UTC 14.6K followers, XXX engagements