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[@rubicon59](/creator/twitter/rubicon59)
"$TGEN inexplicably is +35% today on the same fundraising news that drove the stock down just a few days earlier. Go figure. 🤷♂"  
![@rubicon59 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::17825986.png) [@rubicon59](/creator/x/rubicon59) on [X](/post/tweet/1946280212414579102) 2025-07-18 18:45:37 UTC 15.7K followers, 3359 engagements


"@epsilonTal is from whom I first learned about $NXSN"  
![@rubicon59 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::17825986.png) [@rubicon59](/creator/x/rubicon59) on [X](/post/tweet/1940465051565281407) 2025-07-02 17:38:15 UTC 15.7K followers, 4692 engagements


"Not mentioned but $MRVL is a key vendor providing 800G and 1.6T optical modules directly supporting the AI-driven demand"  
![@rubicon59 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::17825986.png) [@rubicon59](/creator/x/rubicon59) on [X](/post/tweet/1943318962059489375) 2025-07-10 14:38:40 UTC 15.7K followers, 6882 engagements


"Anyone notice how $APP now is in the big leagues"  
![@rubicon59 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::17825986.png) [@rubicon59](/creator/x/rubicon59) on [X](/post/tweet/1936667919972442407) 2025-06-22 06:09:48 UTC 15.7K followers, 5609 engagements


"Just for kicks compare $APP vs $SNAP. $APP has a far lower forward multiple and (IMHO) far bigger opportunity for growth.🤷♂"  
![@rubicon59 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::17825986.png) [@rubicon59](/creator/x/rubicon59) on [X](/post/tweet/1944136943802962067) 2025-07-12 20:49:02 UTC 15.7K followers, 10.6K engagements


"@LovinAppLovin @accrued_int Better because the $APP network is expressly optimized for ads converting to sales within a very short time period"  
![@rubicon59 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::17825986.png) [@rubicon59](/creator/x/rubicon59) on [X](/post/tweet/1947805758059413754) 2025-07-22 23:47:35 UTC 15.7K followers, XXX engagements


"@LovinAppLovin @accrued_int Untill very recently the $APP network was restricted to games-only ads. Not so any more and expanding"  
![@rubicon59 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::17825986.png) [@rubicon59](/creator/x/rubicon59) on [X](/post/tweet/1947802922688909328) 2025-07-22 23:36:19 UTC 15.7K followers, XXX engagements


"I bet 2026 and 2027 data center capex is almost certainly understated because thats when inference demand will start kicking in in earnest"  
![@rubicon59 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::17825986.png) [@rubicon59](/creator/x/rubicon59) on [X](/post/tweet/1944532694727377029) 2025-07-13 23:01:36 UTC 15.7K followers, 7053 engagements


"My guess is $XXX Q2 eps is far more likely putting $SEZL on track for $XXX FY25 eps. That would make the current multiple 30x -- not bad for such a hypergrower"  
![@rubicon59 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::17825986.png) [@rubicon59](/creator/x/rubicon59) on [X](/post/tweet/1945895491574669600) 2025-07-17 17:16:52 UTC 15.7K followers, 3443 engagements


"$NXSN has doubled since tweet and now @ 24x PE. vs XX% expected growth. (A "triple" in Dec XX tweet was a typo ☹.)"  
![@rubicon59 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::17825986.png) [@rubicon59](/creator/x/rubicon59) on [X](/post/tweet/1919833193022193914) 2025-05-06 19:14:36 UTC 15.7K followers, 6022 engagements


"$EME another (bigger)comp is +1.5x in the same period"  
![@rubicon59 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::17825986.png) [@rubicon59](/creator/x/rubicon59) on [X](/post/tweet/1948746772869730709) 2025-07-25 14:06:51 UTC 15.7K followers, 1098 engagements


"@LovinAppLovin @accrued_int Eventually anything advertized on $META properties will be advertizable on the $APP network but better. And the $APP network active users arent that much fewer than $METAs"  
![@rubicon59 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::17825986.png) [@rubicon59](/creator/x/rubicon59) on [X](/post/tweet/1947805195452174437) 2025-07-22 23:45:21 UTC 15.7K followers, XXX engagements


"Many here are high on $ZETA. The business seems doing fine but the share dilution has been ridiculous negating any kinds of operating gains on a per share basis. These are Zeta's FD shares outstanding over the past few years: '25E: 244m (Est) '24: 186m '23: 157m '22: 139m '21: 87m '20: 33m"  
![@rubicon59 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::17825986.png) [@rubicon59](/creator/x/rubicon59) on [X](/post/tweet/1940151654629658829) 2025-07-01 20:52:55 UTC 15.7K followers, 15.3K engagements


"AI demand & supply data keep improving almost daily within an exponential framework. $NVDA $AMD $MRVL $AVGO"  
![@rubicon59 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::17825986.png) [@rubicon59](/creator/x/rubicon59) on [X](/post/tweet/1945636272728383758) 2025-07-17 00:06:50 UTC 15.7K followers, 5353 engagements


"They never show sexy pics of reciprocal-engine generators being insatalled but data center demand for them seems growing fast. $PSIX"  
![@rubicon59 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::17825986.png) [@rubicon59](/creator/x/rubicon59) on [X](/post/tweet/1948319582529188064) 2025-07-24 09:49:21 UTC 15.7K followers, 8483 engagements


"I imagine at some point soon this should produce a sharp step up in $MRVL revenue and profits"  
![@rubicon59 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::17825986.png) [@rubicon59](/creator/x/rubicon59) on [X](/post/tweet/1934323734221128082) 2025-06-15 18:54:50 UTC 15.7K followers, 2643 engagements


"Sounds like heresy but despite being up +30x since Jan'24 $SEZL still looks like great value here $94/sh"  
![@rubicon59 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::17825986.png) [@rubicon59](/creator/x/rubicon59) on [X](/post/tweet/1924288329601991058) 2025-05-19 02:17:43 UTC 15.7K followers, 30.1K engagements


"$TGEN even after a recent runup has a lot of potential in the data center power/cooling market. It has unique chiller tech especially suited to free up precious power and a potentially transformative deal with $VRT HT @Mike10947310"  
![@rubicon59 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::17825986.png) [@rubicon59](/creator/x/rubicon59) on [X](/post/tweet/1924913281397096492) 2025-05-20 19:41:04 UTC 15.7K followers, 65.2K engagements


"I much prefer $APP here but having said that $SNAP seems to be turning itself into an attractive business"  
![@rubicon59 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::17825986.png) [@rubicon59](/creator/x/rubicon59) on [X](/post/tweet/1944482408725950670) 2025-07-13 19:41:47 UTC 15.7K followers, 3144 engagements


"$IESC +2x in 5mos since tweet. +8% today on $FIX excellent earnings. The data center thesis is alive and well"  
![@rubicon59 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::17825986.png) [@rubicon59](/creator/x/rubicon59) on [X](/post/tweet/1948743910588907689) 2025-07-25 13:55:28 UTC 15.7K followers, 5115 engagements


"$APP network is 1.6b DAUs vs. $SNAP s 460m. But not apples-to-apples comparable for various reasons. $APP s gamers are much more monetizable than $SNAP messaging users. On the other hand $SNAP gets to keep all of its ad revenue while $APP has to share with game publishers"  
![@rubicon59 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::17825986.png) [@rubicon59](/creator/x/rubicon59) on [X](/post/tweet/1944481460767072369) 2025-07-13 19:38:01 UTC 15.7K followers, 2883 engagements


"Folks keep leaving out $MRVL but we shall see what happens"  
![@rubicon59 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::17825986.png) [@rubicon59](/creator/x/rubicon59) on [X](/post/tweet/1944185459287969976) 2025-07-13 00:01:49 UTC 15.7K followers, 8031 engagements


"Note that ABB is a major supplier of synchronous generators. Bodes well for $PSIX"  
![@rubicon59 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::17825986.png) [@rubicon59](/creator/x/rubicon59) on [X](/post/tweet/1945856760041836646) 2025-07-17 14:42:58 UTC 15.7K followers, 9710 engagements


"$MRVL expected to continue benefiting from expansion in both custom computing and interconnect segments"  
![@rubicon59 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::17825986.png) [@rubicon59](/creator/x/rubicon59) on [X](/post/tweet/1943320129262997509) 2025-07-10 14:43:18 UTC 15.7K followers, 5131 engagements


"$SEZL current Q2 consensusl eps of $XXXX doesnt seem to make sense as they did $X eps in Q1 (beating $XXXX consensus) The business also has been on the upward trajectory and a new product was introduced at the end of Q4"  
![@rubicon59 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::17825986.png) [@rubicon59](/creator/x/rubicon59) on [X](/post/tweet/1945845841886892273) 2025-07-17 13:59:35 UTC 15.7K followers, 4629 engagements


"I dont understand how $GOOG search is still growing but clearly it is"  
![@rubicon59 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::17825986.png) [@rubicon59](/creator/x/rubicon59) on [X](/post/tweet/1948310005607760334) 2025-07-24 09:11:17 UTC 15.7K followers, 9122 engagements