[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] [@AKJay59396046](/creator/twitter/AKJay59396046) "@chooserich You look like some cheap British graduate dressed in Marks & Spencer in need of an interview. Get bespoke suit trousers and proper dress shoes. Else just wear Comme des garons" [X Link](https://x.com/AKJay59396046/status/1979958504539685058) [@AKJay59396046](/creator/x/AKJay59396046) 2025-10-19T17:11Z XXX followers, XX engagements "@thecyrusjanssen @PalantirTech He's being a Vivek. In fact for some reason he's way more jingoistic than Alex Karp" [X Link](https://x.com/AKJay59396046/status/1979585751718502789) [@AKJay59396046](/creator/x/AKJay59396046) 2025-10-18T16:29Z XXX followers, XXX engagements "@klarnaseb @sachinvats Non-conforming credit sector.one day if these Klarna type exposures can be securitized in the ABS sector then it signifies that we very close to the end of the bull market" [X Link](https://x.com/AKJay59396046/status/1979515156590895238) [@AKJay59396046](/creator/x/AKJay59396046) 2025-10-18T11:49Z XXX followers, XXX engagements "@AJButton2 Wish it'd be multi bagger from current levels $UNH" [X Link](https://x.com/AKJay59396046/status/1979531495674122296) [@AKJay59396046](/creator/x/AKJay59396046) 2025-10-18T12:54Z XXX followers, XXX engagements "@GlennLuk They are the loud mouth minority. The rest of us just coast on the developments. For a variety of reasons $ASML is an elective omission from my portfolio" [X Link](https://x.com/AKJay59396046/status/1979876046368571471) [@AKJay59396046](/creator/x/AKJay59396046) 2025-10-19T11:43Z XXX followers, 1060 engagements "@Into_the_Wind_1 @aphysicist True. But China EUV when it finally debuts will happen so suddenly for all of us much like the EV sector etc. Rather my $$ in $NVDA $BABA than $ASML" [X Link](https://x.com/AKJay59396046/status/1979877751256764871) [@AKJay59396046](/creator/x/AKJay59396046) 2025-10-19T11:50Z XXX followers, XXX engagements "@ThordinRock1 @VibigStick @aphysicist NYMBYism is an impediment in America" [X Link](https://x.com/AKJay59396046/status/1979880741397033099) [@AKJay59396046](/creator/x/AKJay59396046) 2025-10-19T12:02Z XXX followers, XX engagements "Imagine a different standard coming out of nowhere to render EUV obsolete. Paradigm shift risk. In the past there was no pressure at all on anyone to develop an alternative to $ASML either through replicate-innovation or creation of something new. Now that pressure exists. Also China has large enough networks to adopt and spread a new standard (or multiple). And it's large enough to play host to a game of thrones or a tech spring & autumn period for those standards to complete with each other" [X Link](https://x.com/AKJay59396046/status/1979883910189478304) [@AKJay59396046](/creator/x/AKJay59396046) 2025-10-19T12:14Z XXX followers, XXX engagements "@TheLongInvest Should we think of keeping our cash in CNY" [X Link](https://x.com/AKJay59396046/status/1980268821220106240) [@AKJay59396046](/creator/x/AKJay59396046) 2025-10-20T13:44Z XXX followers, 2486 engagements "$BABA $ABNB" [X Link](https://x.com/AKJay59396046/status/1980681657238929865) [@AKJay59396046](/creator/x/AKJay59396046) 2025-10-21T17:04Z XXX followers, XXX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@AKJay59396046
"@chooserich You look like some cheap British graduate dressed in Marks & Spencer in need of an interview. Get bespoke suit trousers and proper dress shoes. Else just wear Comme des garons"
X Link @AKJay59396046 2025-10-19T17:11Z XXX followers, XX engagements
"@thecyrusjanssen @PalantirTech He's being a Vivek. In fact for some reason he's way more jingoistic than Alex Karp"
X Link @AKJay59396046 2025-10-18T16:29Z XXX followers, XXX engagements
"@klarnaseb @sachinvats Non-conforming credit sector.one day if these Klarna type exposures can be securitized in the ABS sector then it signifies that we very close to the end of the bull market"
X Link @AKJay59396046 2025-10-18T11:49Z XXX followers, XXX engagements
"@AJButton2 Wish it'd be multi bagger from current levels $UNH"
X Link @AKJay59396046 2025-10-18T12:54Z XXX followers, XXX engagements
"@GlennLuk They are the loud mouth minority. The rest of us just coast on the developments. For a variety of reasons $ASML is an elective omission from my portfolio"
X Link @AKJay59396046 2025-10-19T11:43Z XXX followers, 1060 engagements
"@Into_the_Wind_1 @aphysicist True. But China EUV when it finally debuts will happen so suddenly for all of us much like the EV sector etc. Rather my $$ in $NVDA $BABA than $ASML"
X Link @AKJay59396046 2025-10-19T11:50Z XXX followers, XXX engagements
"@ThordinRock1 @VibigStick @aphysicist NYMBYism is an impediment in America"
X Link @AKJay59396046 2025-10-19T12:02Z XXX followers, XX engagements
"Imagine a different standard coming out of nowhere to render EUV obsolete. Paradigm shift risk. In the past there was no pressure at all on anyone to develop an alternative to $ASML either through replicate-innovation or creation of something new. Now that pressure exists. Also China has large enough networks to adopt and spread a new standard (or multiple). And it's large enough to play host to a game of thrones or a tech spring & autumn period for those standards to complete with each other"
X Link @AKJay59396046 2025-10-19T12:14Z XXX followers, XXX engagements
"@TheLongInvest Should we think of keeping our cash in CNY"
X Link @AKJay59396046 2025-10-20T13:44Z XXX followers, 2486 engagements
"$BABA $ABNB"
X Link @AKJay59396046 2025-10-21T17:04Z XXX followers, XXX engagements
/creator/twitter::1356630344695447554/posts