LunarCrush LLM | creator/twitter::1937935302200373248/posts

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[@whispertickers](/creator/twitter/whispertickers)
"AI might be eating the world but it's the chipmakers choking on the crumbs. Enter Entegris $ENTG. Q2 revenue up to $792M holding firm despite cyclical headwinds Entegris filtration and purity tech is now essential for sub-3nm and EUV nodes Shares have slid XX% in XXX days yet market cap still sits near $12B XX% recurring revenue offers a rare kind of sleep in semis So while $NVDA and $TSMC steal headlines Entegris quietly tolls the bridge everyone must cross. We unpack whats priced in and whats ignored here:"
[X Link](https://x.com/whispertickers/status/1956715336704598080) [@whispertickers](/creator/x/whispertickers) 2025-08-16T13:51Z XXX followers, 2098 engagements

"Sea Limited $SE is sprinting not jogging: Q1 revenue up XXXX% Q2 up XXXX% Shopee and SeaMoney leading the charge while Garena shakes off its malaise. Shopee GMV up XX% with rising take rates. SeaMoneys loan book expands keeps non-performing loans at 1%. Garena bookings rebound XXXX% a rare spot of cheer for its gaming arm. Founder Forrest Li still controls the narrative with XX% voting power. Forward P/E of XXXXX. Bullish consensus but not without regulatory clouds and regional competition. Growth at this altitude rarely comes risk-free. We unpack whats sustaining $SE and whether its enough:"
[X Link](https://x.com/whispertickers/status/1958154064602010081) [@whispertickers](/creator/x/whispertickers) 2025-08-20T13:08Z XXX followers, XXX engagements

"$JASMY just broke above its 50-day and 200-day moving averages. Thats not a tea leaf for volatile assets like JasmyCoin its a technical starting pistol. Technicals point to entry into Elliott Wave 3: historically the most explosive A Golden Cross looms a classic harbinger of 1520% upside (if the market obeys) Forecasts swing from a modest $XXXXX near-term to as much as $X by 2030 though reality is rarely that neat Risks Regulatory headaches and brutal reversals never go out of style JASMYs bullish setup is compelling but as ever euphoria and gravity have an awkward relationship. The full"
[X Link](https://x.com/whispertickers/status/1955612282433507750) [@whispertickers](/creator/x/whispertickers) 2025-08-13T12:47Z 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.]

@whispertickers "AI might be eating the world but it's the chipmakers choking on the crumbs. Enter Entegris $ENTG. Q2 revenue up to $792M holding firm despite cyclical headwinds Entegris filtration and purity tech is now essential for sub-3nm and EUV nodes Shares have slid XX% in XXX days yet market cap still sits near $12B XX% recurring revenue offers a rare kind of sleep in semis So while $NVDA and $TSMC steal headlines Entegris quietly tolls the bridge everyone must cross. We unpack whats priced in and whats ignored here:"
X Link @whispertickers 2025-08-16T13:51Z XXX followers, 2098 engagements

"Sea Limited $SE is sprinting not jogging: Q1 revenue up XXXX% Q2 up XXXX% Shopee and SeaMoney leading the charge while Garena shakes off its malaise. Shopee GMV up XX% with rising take rates. SeaMoneys loan book expands keeps non-performing loans at 1%. Garena bookings rebound XXXX% a rare spot of cheer for its gaming arm. Founder Forrest Li still controls the narrative with XX% voting power. Forward P/E of XXXXX. Bullish consensus but not without regulatory clouds and regional competition. Growth at this altitude rarely comes risk-free. We unpack whats sustaining $SE and whether its enough:"
X Link @whispertickers 2025-08-20T13:08Z XXX followers, XXX engagements

"$JASMY just broke above its 50-day and 200-day moving averages. Thats not a tea leaf for volatile assets like JasmyCoin its a technical starting pistol. Technicals point to entry into Elliott Wave 3: historically the most explosive A Golden Cross looms a classic harbinger of 1520% upside (if the market obeys) Forecasts swing from a modest $XXXXX near-term to as much as $X by 2030 though reality is rarely that neat Risks Regulatory headaches and brutal reversals never go out of style JASMYs bullish setup is compelling but as ever euphoria and gravity have an awkward relationship. The full"
X Link @whispertickers 2025-08-13T12:47Z XXX followers, XXX engagements