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[@VcircleFuture](/creator/twitter/VcircleFuture)
"Alchip ( $3661.TW ) gains ground vs Marvell ( $MRVL )in AI ASICs 📦 Trainium 3: Alchip 2M unit ramp vs MRVL 300K 🔧 T3 Lite (Marvell): Minimal upside team reassigned 🚫 Trainium 4: No mainstream role seen for Marvell 📈 Jefferies lifts PT to NT$4500 keeps EPS est. NT$150 🏆 Design wins seen as 3nm repeat for Alchip"  
![@VcircleFuture Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1748036376808034304.png) [@VcircleFuture](/creator/x/VcircleFuture) on [X](/post/tweet/1945528398522294754) 2025-07-16 16:58:11 UTC XX followers, XXX engagements


"BoomSamsung just pocketed a $XXXX billion love letter from $TSLA Tesla and Wall Street practically did a double-take. Heres the quick-and-dirty: 🎇Why the fireworks That single contract is worth roughly XXX % of Samsungs entire projected 2024 sales andget thisabout XX % of its big-ticket foundry revenue. In plain English: one order just resuscitated faith in Samsungs bleeding-edge process tech and opened the door to more where that came from. Remember when $TSMC kept swiping Samsungs lunch money The foundry unit was drowning in red ink morale-wise and margin-wise. This deal flips the"  
![@VcircleFuture Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1748036376808034304.png) [@VcircleFuture](/creator/x/VcircleFuture) on [X](/post/tweet/1949976393900560617) 2025-07-28 23:32:55 UTC XX followers, XX engagements


"Deutsche Bank says $TSLA s robotaxi rollout is still baby steps 👶 only 1020 vehicles 7k miles logged since June fleet may hit 1000 by mid-2026 w/ financial impact in 2027 but local dominance is still possiblejust look at Waymos XX% SF share using XXX cars FSD gaining traction in Europe/China NA users now 900k +25% since v12 Optimus scale prod now delayed to 2026 🤖 the visions still alivebut the clocks ticking 🕒"  
![@VcircleFuture Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1748036376808034304.png) [@VcircleFuture](/creator/x/VcircleFuture) on [X](/post/tweet/1950025486450704637) 2025-07-29 02:48:00 UTC XX followers, XX engagements


"$DT just got upgraded to Buy by Guggenheim and they see XX% upside. Why now 📈 Fundamentals accelerating. Guggenheim highlights expanded APM adoption strong early renewals and growing consolidation of observability tools like log management as key drivers of improving revenue visibility. 🔄 Multi-year deals coming earlier. Two of three channel partners beat internal targets citing large customer momentum especially in Dynatrace Platform Subscription (DPS) often triggering early multi-year renewals. 📊 Guidance may be too low. Guggenheim models XX% constant currency subscription growth in"  
![@VcircleFuture Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1748036376808034304.png) [@VcircleFuture](/creator/x/VcircleFuture) on [X](/post/tweet/1948173770663055593) 2025-07-24 00:09:56 UTC XX followers, XX engagements


"is $ESTC the sleeper AI play nobodys watching Monness Crespi thinks so just upgraded it to Buy with a $XXX PT 📈 despite cloud tailwinds $ESTC is: down XX% YTD still XX% below 2021 highs trading at a steep discount to SaaS peers (EV/sales-wise) but heres the twist: Elastic is well-positioned for the GenAI wave 🌊 as one of the key infrastructure enablers behind search observability and LLM apps the firm sees the current valuation disconnect as a buy opportunity especially as investor focus shifts toward GenAI plumbing not just front-end flash 👀 if GenAI is the future someones gotta index it"  
![@VcircleFuture Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1748036376808034304.png) [@VcircleFuture](/creator/x/VcircleFuture) on [X](/post/tweet/1938679474855584194) 2025-06-27 19:23:00 UTC XX followers, XXX engagements


"Citi: App Store fee cuts could materially boost platform economics Winners: $APP +611% EBITDA lift $U +1222% $RBLX +1019% Catalysts: U.S. legal pressure on Apple EU intervention potential Implications: $EA $PLTK get LTV/CAC relief AdTech platforms like $APP gain durable upside from ad scaling"  
![@VcircleFuture Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1748036376808034304.png) [@VcircleFuture](/creator/x/VcircleFuture) on [X](/post/tweet/1948178478450507828) 2025-07-24 00:28:39 UTC XX followers, XXX engagements


"$META just got a PT boost from Guggenheim: $XXX (up from $725) 📈 why strong investor sentiment + confidence in AI execution ahead of Q2 earnings buyside ranks it the #2 long into earnings 🧠 themes driving the bull case: resilient DR ad growth (esp. Advantage+) big spend on AI infra Q2 growth implied at +18% y/yeven with some ad spread compression vs peers AI + ads = still Metas double-engine ⚡"  
![@VcircleFuture Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1748036376808034304.png) [@VcircleFuture](/creator/x/VcircleFuture) on [X](/post/tweet/1950020957219016746) 2025-07-29 02:30:00 UTC XX followers, XX engagements


"can $MDB ride the GenAI wave to new highs 🌊 BMO just upgraded MongoDB to Outperform with a $XXX target 📈 they see Atlas growth staying XX% for years thanks to AI adoption + non-relational DB tailwinds -valuation still attractive -execution strong -catalysts stacking up when risk/reward aligns like this it pays to zoom in 🔍"  
![@VcircleFuture Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1748036376808034304.png) [@VcircleFuture](/creator/x/VcircleFuture) on [X](/post/tweet/1950006612116271106) 2025-07-29 01:33:00 UTC XX followers, XX engagements


"$INTU just got a PT bump from $XXX $XXX by Oppenheimer 💰 theyre bullish on FY25 across Consumer SMB and AI TurboTax: back to double-digit growth 🚀 OBBBA tax law = more premium filers Credit Karma riding better credit trends Intuit Assist gives AI edge across products tax complexity + smart cross-sell = margin fuel 🔥"  
![@VcircleFuture Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1748036376808034304.png) [@VcircleFuture](/creator/x/VcircleFuture) on [X](/post/tweet/1950028758506737897) 2025-07-29 03:01:00 UTC XX followers, XX engagements


"$MSFT gets a price target boost from Stifel: $XXX $XXX 📈 why enterprise IT spend is rebounding + Azure checks are strong they see Azure adding 100200bps upside to the current 3435% y/y guide mid-30% growth expected to hold 🔥 positive read-throughs from $GOOGL Cloud & $NOW too"  
![@VcircleFuture Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1748036376808034304.png) [@VcircleFuture](/creator/x/VcircleFuture) on [X](/post/tweet/1950001851686101435) 2025-07-29 01:14:05 UTC XX followers, XX engagements


"Is $RDDT quietly building the next AI-native ad empire beneath the memes Citi just reiterated Buy with a bold $XXX price target betting big on Reddits evolution ahead of 2Q25 earnings. Heres what theyre seeing: DAUs revenue and EBITDA all tracking above Street July traffic stabilized post-Google algo tweakskey win Reddit Answers = generative search engine in disguise 🔍 Advertisers leaning into DPA Optimization Score and real targeting muscle And that 22B+ post/comment corpus Monetization gold via Community Intelligence 💰 Forget the forums. This is structured chaostraining the next-gen"  
![@VcircleFuture Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1748036376808034304.png) [@VcircleFuture](/creator/x/VcircleFuture) on [X](/post/tweet/1947730615106998570) 2025-07-22 18:49:00 UTC XX followers, XXX engagements


"👀 New data just dropped: Total CoWoS wafer demand (across all customers): 2024e: 370k 2025e: 670k +81% YoY 2026e: 1000k +49% YoY $NVDA $AMD $AVGO $INTC $MRVL $AMZN"  
![@VcircleFuture Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1748036376808034304.png) [@VcircleFuture](/creator/x/VcircleFuture) on [X](/post/tweet/1950038496858820846) 2025-07-29 03:39:42 UTC XX followers, XXX engagements


"Citizens says $GOOGL s AI search shift is slow 🐢 new Web Guide is next after AI Overviews/Mode but scaling AI Mode is trickywhy 💰 lower monetization vs classic search user engagement concerns near-term: still strong thanks to ad dominance medium-term risks rising as ChatGPT lurks 👀"  
![@VcircleFuture Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1748036376808034304.png) [@VcircleFuture](/creator/x/VcircleFuture) on [X](/post/tweet/1950035049480343695) 2025-07-29 03:26:00 UTC XX followers, XX engagements


"Evercore ISI is betting on a $CTSH comeback 👇 initiated with Outperform and a $XXX PT they see: -large deal wins stacking up -AI adoption picking up fast (20% of internal code now AI-generated) -end-market stability improving path to $XXXX EPS in the medium term driven by: ✅ mid-to-high single-digit organic growth ✅ margin expansion ✅ XXX% FCF returned or deployed in smart M&A with vertical depth + early AI traction $CTSH is looking like a sleeper re-rate candidate 😴📈"  
![@VcircleFuture Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1748036376808034304.png) [@VcircleFuture](/creator/x/VcircleFuture) on [X](/post/tweet/1945908204933992733) 2025-07-17 18:07:23 UTC XX followers, XX engagements


"Goldman initiates $NTNX at Buy $XX PT Hybrid multi-cloud shift = structural tailwind Platform is mature hardware-agnostic Broadcoms $VMW changes spark market churn $NTNX could gain $300$600M ARR Expanding AI + container offerings = deeper stickiness Gross margin: XX% with opex leverage ahead Viewed as a top play in next-gen IT infra"  
![@VcircleFuture Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1748036376808034304.png) [@VcircleFuture](/creator/x/VcircleFuture) on [X](/post/tweet/1945182484456775681) 2025-07-15 18:03:38 UTC XX followers, XXX engagements


"HSBC just launched on $ACN with a Reduce and $XXX PT 🧊 why GenAI isnt just a tailwindits a margin risk yes AI boosts productivity but clients will want those cost savings passed through 💸 pricing pressure builds over time HSBC calls it a structural challenge to long-term margins"  
![@VcircleFuture Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1748036376808034304.png) [@VcircleFuture](/creator/x/VcircleFuture) on [X](/post/tweet/1950003765232406867) 2025-07-29 01:21:41 UTC XX followers, XX engagements


"$BOTZ $IRBO: 20250613 Morgan Stanley: XX reasons why China is taking the lead in humanoid robots 🤖 China is outpacing global peers in robotics per MS thanks to: X Rare earth dominance leverage over global hardware chains X Decades of tech transfer from Western JVs X Ample state-backed capital + military-civil fusion X Demographic pressure driving automation urgency X Public enthusiasm and cultural embrace of robotics X Massive vocational training pipeline X Aggressive R&D tax incentives X Infrastructure-heavy investment environment X Strategic long-term planning vs. U.S. short-termism 🔟 AI"  
![@VcircleFuture Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1748036376808034304.png) [@VcircleFuture](/creator/x/VcircleFuture) on [X](/post/tweet/1933570562200084870) 2025-06-13 17:02:00 UTC XX followers, XX engagements


"$APP is still a top pick at BofA and the firm thinks the Street is behind the curve. 📊 Q2 may beat. BofA expects $1.26B in ad revenue vs. $1.20B consensus citing strong mobile game monetization and improved ad load even with flat q/q eCommerce trends. ⚙ Model enhancement coming Theres chatter of a structural improvement in APPs performance model potentially leading to better-than-expected Q2 results and re-rating. 🧰 Self-serve + managed services = next growth leg. APPs upcoming self-serve platform for SMBs and resumption of managed-service onboarding could unlock new demand layers as CY25"  
![@VcircleFuture Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1748036376808034304.png) [@VcircleFuture](/creator/x/VcircleFuture) on [X](/post/tweet/1948192660369621335) 2025-07-24 01:25:00 UTC XX followers, XXX engagements


"🚨 Guggenheim just made a bold move ahead of $CTSH earnings are they seeing the turn before the crowd 📈 Upgraded to Buy with a $XX PT citing: Stronger execution Positive channel checks A durable turnaround under new leadership 🔍 For Q2: Revenue est. raised to $5.213B (+6.4% y/y cc) EPS forecast: $XXXX driven by margin gains and FX tailwinds Expectation: Full-year rev guide midpoint raised to +4.56.0% y/y cc with 2040bps in op margin expansion 💡 Whats the setup Trades at just 13.5x CY26 EPS Bookings accelerating AI-led cost leverage kicking in Sales productivity inflecting ✅ All signals"  
![@VcircleFuture Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1748036376808034304.png) [@VcircleFuture](/creator/x/VcircleFuture) on [X](/post/tweet/1946257920355905717) 2025-07-18 17:17:02 UTC XX followers, XX engagements


"🧠 $NVDA China AI Chip Update (Jul 18): H20 inventory: valued in billions covers XX% of China AI demand Rumored new SKUs for China: B20 Launch as early as 4Q B30 RTX 6000D Strategy: regional customization to comply with U.S. export rules while preserving share"  
![@VcircleFuture Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1748036376808034304.png) [@VcircleFuture](/creator/x/VcircleFuture) on [X](/post/tweet/1946272634523754572) 2025-07-18 18:15:30 UTC XX followers, XX engagements


"the One Big Beautiful Bill Act (OBBBA) might be the hidden FCF unlock for $MSFT $SNPS $CDNS $ORCL 💸 Piper Sandler says: XXX% bonus depreciation is back full R&D deductibility = big tax win $MSFT could reflect this in FY26 guidance soon cash savings + sharper reinvestment + better valuation math = bullish cocktail 🧠"  
![@VcircleFuture Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1748036376808034304.png) [@VcircleFuture](/creator/x/VcircleFuture) on [X](/post/tweet/1950003264952684603) 2025-07-29 01:19:42 UTC XX followers, XXX engagements


"$NET just got a PT hike from $XXX $XXX by JMP 📈 they're calling Cloudflare the most immediate AI beneficiary in their coverage strong pre-earnings data points positive attainment metrics and enterprise AI adoption ramping hard 📊 JMP stays bullish🚀🚀🚀"  
![@VcircleFuture Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1748036376808034304.png) [@VcircleFuture](/creator/x/VcircleFuture) on [X](/post/tweet/1950032281386832256) 2025-07-29 03:15:00 UTC XX followers, XX engagements


"Dating App Pulse Check Citi June Data $MTCH: Hinge MAU growth reaccelerating Downloads still declining (3rd month in U.S.) Tinder improving MoM but Q2 overall soft Time spent rising but vs. easy comps $BMBL: Depressed growth but payer stability intact Citi sees no new deterioration. yet"  
![@VcircleFuture Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1748036376808034304.png) [@VcircleFuture](/creator/x/VcircleFuture) on [X](/post/tweet/1945206482661962002) 2025-07-15 19:39:00 UTC XX followers, XXX engagements


"$AMZN is stacking catalysts like dominoes 😮💨 Morgan Stanley sees +$15B/yr FCF upside from tax reform could fund XX new robotic hubs annually 🤖 10%+ global automation by 2027 UBS hikes PT to $XXX calls it their most coiled name ⚡ e-com AWS ads Kuiper = full-stack upside Meanwhile Bezos just sold $5.7B since his wedding 💍 bull case locked & loaded"  
![@VcircleFuture Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1748036376808034304.png) [@VcircleFuture](/creator/x/VcircleFuture) on [X](/post/tweet/1950010890096345353) 2025-07-29 01:50:00 UTC XX followers, XX engagements


"🟡 $000660.KQ (SK Hynix) cut to Neutral by Goldman Sachs Heres why: -HBM pricing risk in 2026 as buyer power consolidates -2026 OP seen XX% below Street est. -PT lowered to 310000 just X% upside -Shares up +138% since Jan '22 (vs. +9% KOSPI) -Now trading at 1.8x P/B (historical avg 1.8x) ⚠ Rerating needs a fresh DRAM/HBM bullish catalyst"  
![@VcircleFuture Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1748036376808034304.png) [@VcircleFuture](/creator/x/VcircleFuture) on [X](/post/tweet/1945900178474717295) 2025-07-17 17:35:30 UTC XX followers, XX engagements


"Just In: $TSM 2026 CoWoS booking is a who's who of AI compute 📦 $NVDA: 510k wafers (+31% y/y) 5.4M chips Rubin leads the charge $AMD: 80k for MI355/400 Venice CPU shifts to ASE/SPIL $AVGO: 145k Google TPU (85k) Meta (50k) OpenAI (10k) $MRVL: 55k across AWS & MSFTs Maia300 ramp Alchip +25% driven by AWS Trainium3 $2454.TW: 20k for Google TPU (2H26)"  
![@VcircleFuture Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1748036376808034304.png) [@VcircleFuture](/creator/x/VcircleFuture) on [X](/post/tweet/1950037086310162451) 2025-07-29 03:34:05 UTC XX followers, XXX engagements


"80% of revenue tied to AI data centers thats why William Blair just initiated $VRT with an Outperform 💥 they love: deep ties to chipmakers + hyperscalers fat backlog margin expansion tailwind Vertiv is looking like a key AI infra bet ⚙"  
![@VcircleFuture Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1748036376808034304.png) [@VcircleFuture](/creator/x/VcircleFuture) on [X](/post/tweet/1950017936510636521) 2025-07-29 02:18:00 UTC XX followers, XX engagements


"While $DUOL is still considered a high-growth company for now recent third-party data reveals a notable deceleration in daily active user (DAU) growth: year-over-year DAU growth slowed from XX% in March to XX% in April XX% in May and XX% in June. Whether this decline is merely temporary or signals a more structural slowdown has become a central point of debate. Some argue that in a future dominated by AI language learning may become obsoleteas real-time translation tools continue to improve rapidly. On the other hand bulls believe $DUOL s core strength lies in its platform model and large"  
![@VcircleFuture Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1748036376808034304.png) [@VcircleFuture](/creator/x/VcircleFuture) on [X](/post/tweet/1949980251687166457) 2025-07-28 23:48:15 UTC XX followers, XX engagements


"IPOs are back on the menu 📈 after $CORE and $CIRCL lit up the boards X next-gen tech names are lining up to make a splash: 🔹 $FIG (Figma) once eyed by $ADBE for $20B now filing solo 2024 rev: $749M (+48%) profitable in Q1 but still posted $732M loss for the year valuation reset to $12.5B last year 🔹 Cerebras makes the biggest AI chips (literally) rev up 15x YoY to $136M H1'24 but XX% came from one client: G42 IPO delayed by nat sec review of G42s $335M stake 🔹 Databricks not filed yet but buzz is 🔥 last raise: $62B valuation expects $3.7B ARR by July (+50% YoY) sits at the AI x data"  
![@VcircleFuture Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1748036376808034304.png) [@VcircleFuture](/creator/x/VcircleFuture) on [X](/post/tweet/1942311028093771910) 2025-07-07 19:53:30 UTC XX followers, XXX engagements


"$APP is heating up BTIG just raised its target to $XXX and calls it a top pick into earnings. 🎮 Gaming checks look strong. BTIG sees improved CPI trends and better D60/90 return profiles suggesting AppLovin likely gained share in gaming ad spend during Q2. 📈 Guidance raise across the board. Q2 revenue/EBITDA now expected at $1.249B / $1.007B up from prior $1.216B / $984M. FY25/26 projections were also lifted a sign of rising confidence. 📊 Non-gaming momentum builds. Positive signals from broader ad performance suggest this may be an upgrade-like quarter with potential upside surprise on"  
![@VcircleFuture Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1748036376808034304.png) [@VcircleFuture](/creator/x/VcircleFuture) on [X](/post/tweet/1948180077763592314) 2025-07-24 00:35:00 UTC XX followers, XXX engagements


"Piper on $SNPS post-Ansys close (PT $660): Combined entity = $120B+ design simulation powerhouse EPS accretion: Expected within X years Synergies: $400M by year X $1B+ long-term Deleveraging path: 2x EBITDA Strategic upside: Expands into simulation beyond EDA Buybacks possible as leverage falls Watchpoints: China export risk + ANSS integration"  
![@VcircleFuture Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1748036376808034304.png) [@VcircleFuture](/creator/x/VcircleFuture) on [X](/post/tweet/1947352624698695923) 2025-07-21 17:47:00 UTC XX followers, XX engagements


"whats the hidden story behind $TSLA handing off one of Australias biggest virtual power plants $AGL just took over the South Australia Virtual Power Plant from $TSLA thats 7000 Powerwall home batteries now helping AGL hit its 2035 net-zero goal 😮💨 residents get cheaper energy ⚡ AGL gets clean distributed storage 🔋 the grid gets more stability 🧠 Tesla quietly offloading ops possibly to focus harder on scaling FSD + energy hardware sometimes the future isnt who builds the tech its who deploys it best"  
![@VcircleFuture Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1748036376808034304.png) [@VcircleFuture](/creator/x/VcircleFuture) on [X](/post/tweet/1942292346290463134) 2025-07-07 18:39:16 UTC XX followers, XXX engagements


"$PINS just got a PT bump from Guggenheim: $XX $XX 📈 bull case early AI monetization + strong near-term rev drivers momentum comes from: Performance+ AI integrations partnerships w/ $AMZN $GOOGL Instacart Guggenheims still bullish on mgmts ability to scale & extract value 🧠"  
![@VcircleFuture Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1748036376808034304.png) [@VcircleFuture](/creator/x/VcircleFuture) on [X](/post/tweet/1950001127803801772) 2025-07-29 01:11:12 UTC XX followers, XX engagements


"$ESTC: KeyBanc initiates Sector Weight versatile platform but GTM challenges & rising GenAI pressure 🧠🔍 📦 Elastic spans search observability and SIEM but ⚠ KeyBanc flags: GenAI is reactivating search bringing new competition Platform is robust but lacks strength in observability/SIEM Go-to-market execution = weak spot in a crowded landscape 💰 Valuation looks inexpensive but firm wants: Better visibility into Elastics GenAI leadership potential Clearer gains in security & observability #ESTC #GenAI #Observability #SIEM #Search #Cybersecurity #SoftwareStocks #ElasticSearch #KeyBanc"  
![@VcircleFuture Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1748036376808034304.png) [@VcircleFuture](/creator/x/VcircleFuture) on [X](/post/tweet/1932538761973280925) 2025-06-10 20:42:00 UTC XX followers, XXX engagements