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[@babybluecream](/creator/twitter/babybluecream)
"Foundries $TSM Taiwan Semiconductor $GFS GlobalFoundries $INTC Intel Corporation Fabless Semiconductor Companies $NVDA NVIDIA $AMD Advanced Micro Devices $QCOM Qualcomm $AVGO Broadcom $MRVL Marvell Technology $QRVO Qorvo $SWKS Skyworks Solutions $AAPL Apple $AMZN Amazon $GOOGL Alphabet $TSLA Tesla $META Meta Integrated Device Manufacturers (IDMs) $INTC Intel Corporation $TXN Texas Instruments $STM STMicroelectronics $ON ON Semiconductor $NXPI NXP Semiconductors $ADI Analog Devices $MCHP Microchip Technology Semiconductor Design and IP $ARM Arm Holdings $SNPS Synopsys $CDNS Cadence Design"  
[X Link](https://x.com/babybluecream/status/1870972883578826814) [@babybluecream](/creator/x/babybluecream) 2024-12-22T23:21Z 10.9K followers, 3389 engagements


"ATH  Google $GOOGL Oracle $ORCL Robinhood $HOOD Broadcom $AVGO Taiwan Semi $TSM Goldman Sachs $GS Cloudflare $NET Nebius $NBIS Reddit $RDDT Astera Labs $ALAB Arista Networks $ANET Morgan Stanley $MS Amphenol $APH Applovin $APP Autozone $AZO Agnico Eagle $AEM Bloom Energy $BE Casey's $CASY Credo $CRDO Cyberark $CYBR Embraer $ERJ Flextronics $FLEX Farbinet $FN Hewlett Packard $HPE $IREN Lumentum $LITE Live Nation $LYV Seagate $STX Western Digital $WDC"  
[X Link](https://x.com/babybluecream/status/1966001996634128823) [@babybluecream](/creator/x/babybluecream) 2025-09-11T04:52Z 11K followers, 1217 engagements


"$BMNR BitMine Immersion $OPEN Opendoor $OKLO Oklo $IREN IREN $NBIS Nebius $HOOD Robinhood $QBTS D-Wave Quantum $ONDS Ondas Holdings $HIMS Hims & Hers $PLTR Palantir $ASTS AST SpaceMobile $TEM Tempus $BABA Alibaba $EOSE Eos Energy $RGTI Rigetti Computing $SOFI SoFi $RKLB Rocket Lab $GLXY Galaxy Digital $IONQ lonQ $RR Richtech Robotics $LMND Lemonade $OSCR Oscar $AMD AMD $GRAB Grab $TSLA Tesla $ZETA Zeta"  
[X Link](https://x.com/babybluecream/status/1971677994142904334) [@babybluecream](/creator/x/babybluecream) 2025-09-26T20:47Z 11K followers, 2893 engagements


"Short  $CAR Avis Budget $RKT Rocket Companies $WULF Terawulf $LCID Lucid $HIMS Hims & Hers $SOUN SoundHound AI $PLUG Plug Power $ENVX Enovix Corporation $MBLY Mobileye Global $EOSE Eos Energy Enterprises $APLD Applied Digital $AI C3. ai $MARA MARA $SMR NuScale Power $LMND Lemonade $LUNR Intuitive Machines $UPST Upstart $TMDX TransMedics $TEM Tempus AI $BTDR Bitdeer $CRWV CoreWeave $SEDG SolarEdge $FOUR Shift4 $RIOT Riot Platforms $PGY Pagaya $OPEN Opendoor $BBAI BigBear .ai $LEU Centrus Energy $AEO American Eagle Outfitters $LYFT Lyft $CLSK CleanSpark $RIVN Rivian Automotive"  
[X Link](https://x.com/babybluecream/status/1975108281648713878) [@babybluecream](/creator/x/babybluecream) 2025-10-06T07:58Z 11K followers, 6894 engagements


"100%  Some stocks up +100% this year: Oklo: +694% Bitmine: +600% Iren: +577% Nebius: +392% D-Wave Quantum: +372% Opendoor: +363% Circle: +337% Cipher Mining: +327% Planet Labs: +287% Sandisk: +273% Robinhood: +272% Coreweave: +247% Rigetti: +239% Rocket Lab: +165% Western Digital: +164% Celestica: +157% Palantir: +133% Celsius: +132% Hut 8: +131% BTQ: +129% Micron: +127% Roblox: +117% Riot Platforms: +114% Joby: +109% Cloudflare: +106%"  
[X Link](https://x.com/babybluecream/status/1977895637523071374) [@babybluecream](/creator/x/babybluecream) 2025-10-14T00:34Z 11K followers, 6191 engagements


"HBM Suppliers & Customers X. HBM Suppliers $MU Micron $HXSCL SK Hynix $SSNLF Samsung X. ASIC Designers $AVGO Broadcom $MRVL Marvell Alchip GUC X. HBM Customers - GPUs: $NVDA $AMD $INTC - Cloud Service Providers: $GOOGL $AMZN $MSFT $META"  
[X Link](https://x.com/babybluecream/status/1938234272550379814) [@babybluecream](/creator/x/babybluecream) 2025-06-26T13:53Z 11K followers, 1513 engagements


"AI ###  (Expansion Layer) - $ADBE (Adobe) - $OKLO (Oklo) ###  (Operating Layer) - $PLTR (Palantir) - $NOW (ServiceNow) - $ORCL (Oracle) - $SNOW (Snowflake) - $IBM (IBM) - $PANW (Palo Alto Networks) - $CRM (Salesforce) - $MDB (MongoDB) ###  (Control Layer) - $AMD (AMD) - $QCOM (Qualcomm) - $ARM (ARM Holdings) - $DELL (Dell) - $MU (Micron) - $AVGO (Broadcom) - $ASML (ASML) - $TSMC (Taiwan Semiconductor) - $CSCO (Cisco) ###  (Honorable Mention) - $CRWD (CrowdStrike) - $NET (Cloudflare) - $ALAB (Astera Labs)"  
[X Link](https://x.com/babybluecream/status/1970691324568281275) [@babybluecream](/creator/x/babybluecream) 2025-09-24T03:26Z 11K followers, 4422 engagements


"AI X Tier X - Energy $LEU $CEG $OKLO $BE $NXT $VST $TLN $GEV $AMSC $NVTS $BWXT Tier X - Chips $TSM $NVDA $AVGO $AMD $ASML $ARM $INTC $MRVL Tier X - Data Centers $NBIS $IREN $CRWV $APLD $GLXY $WYFI $ORCL $AMZN $GOOGL Tier X - Foundation Models $GOOGL $META $NVDA $MSFT $AMZN $BABA Tier X - Software Infrastructure $INOD $PLTR $BBAI $SNOW $DDOG $MDB $VERI $SYM Tier X - Al Agents $PATH $CRM $NET $SOUN $PEGA $GOOGL"  
[X Link](https://x.com/babybluecream/status/1982211533490077824) [@babybluecream](/creator/x/babybluecream) 2025-10-25T22:23Z 11K followers, 4459 engagements