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[@Skyrigh_](/creator/twitter/Skyrigh_)
"🚛 $SMCI = the Tesla of servers. Liquidcooled plugandtrain AI racks ramping for June & Sept; FY25 sales still $21.822.6 B despite shortterm pause. When orders snap back margins will too. Underowned underpowered. #AIInfra"  
![@Skyrigh_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1939017939325267968.png) [@Skyrigh_](/creator/x/Skyrigh_) on [X](/post/tweet/1947718285866508792) 2025-07-22 18:00:00 UTC XX followers, XX engagements


"Seven tickers powering the silicon-to-software stack: $AMD $AVGO $SMCI $TSM $ASML $AMZN $GOOGL. If you missed the NVDA wave read onthis is the next one. Bookmark 🔖 & share 🧵👇"  
![@Skyrigh_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1939017939325267968.png) [@Skyrigh_](/creator/x/Skyrigh_) on [X](/post/tweet/1947570524311457845) 2025-07-22 08:12:51 UTC XX followers, XXX engagements


"🛠 Control the wafer control the upside: $TSM Q2 rev $XX B (+44 % YoY); X nm H2 25; XX new fabs. $ASML First HighNA EUV shipped; EUV capacity +30 % this yr. $ARM Royalty flywheel accelerates; WF PT $XXX. Foundry oligopoly = multiyear pricing power. #Semis"  
![@Skyrigh_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1939017939325267968.png) [@Skyrigh_](/creator/x/Skyrigh_) on [X](/post/tweet/1948427967207801298) 2025-07-24 17:00:02 UTC XX followers, XX engagements


"☁ $GOOGL Cloud: Q1 rev $XXXX B (+28 % YoY) @ XXXX % margin; Q2 street sees $XXXX B. $XX B XX capex fuels Gemini in XX + countries. Still the cheapest Mag7 name ( XX fwd EPS). Value + AI can coexistprove me wrong. #Cloud #GenAI"  
![@Skyrigh_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1939017939325267968.png) [@Skyrigh_](/creator/x/Skyrigh_) on [X](/post/tweet/1948080680874733942) 2025-07-23 18:00:02 UTC XX followers, XX engagements


"1 💳 Fintech Rails Own the tollbooths of AI commerce $PYPL $XXX B rev gross profit +10 % QoQ; XXX M active wallets pivoting to branded checkout XXX. $SQ Cash App gross profit/user $81; upmarket seller wins compounding. $AFRM $XX B GMV FY24; FY25 GMV guide +35 %. $INTU FY25 rev guide $XXXX B (+15 %); TurboTax AI copilots live. Takeaway: Every swipe splitpay & tax form flows through these railscollect the toll. ❤/🔁 if you like asymmetric upside"  
![@Skyrigh_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1939017939325267968.png) [@Skyrigh_](/creator/x/Skyrigh_) on [X](/post/tweet/1948736241534447937) 2025-07-25 13:25:00 UTC XX followers, XX engagements


"🌐 Platform scale is destiny: $AMZN AWS Q1 sales $XXXX B (+17 %); runrate $XXX B. $MSFT Azure AI rev runrate $XX B (+175 %); Azure +31 % YoY. $GOOGL Google Cloud Q1 rev $XXXX B (+28 %); $XX B infra blitz"  
![@Skyrigh_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1939017939325267968.png) [@Skyrigh_](/creator/x/Skyrigh_) on [X](/post/tweet/1948654460244558084) 2025-07-25 08:00:02 UTC XX followers, XXX engagements


"$AMD Data-Center revenue +57 % YoY as EPYC + Instinct GPUs eat into hyperscaler spend. Finantsuudised $AVGO Q2 AI revenue $XXX B (+46 % YoY); guiding $XXX B next quarter. Custom XPUs keep climbing. The Futurum Group $SMCI FY25 sales guide $21.8-22.6 B with liquid-cooled AI racks re-accelerating for June+Sept quarters"  
![@Skyrigh_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1939017939325267968.png) [@Skyrigh_](/creator/x/Skyrigh_) on [X](/post/tweet/1947570526643167438) 2025-07-22 08:12:52 UTC XX followers, XX engagements


"$PLTR U.S. commercial AIP $X B runrate; stock +400 % YoY. $ARM Wells Fargo PT to $XXX on AI datacenter royalties. Pickandshovel tools every builder needs"  
![@Skyrigh_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1939017939325267968.png) [@Skyrigh_](/creator/x/Skyrigh_) on [X](/post/tweet/1947569249523798438) 2025-07-22 08:07:47 UTC XX followers, XX engagements


"$CRM ➜ Data & AI ARR tops $X B (+120 % YoY); Agentforce seats now a paid SKU"  
![@Skyrigh_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1939017939325267968.png) [@Skyrigh_](/creator/x/Skyrigh_) on [X](/post/tweet/1947586500041781306) 2025-07-22 09:16:20 UTC XX followers, XX engagements


"🖥 Edge & AI Hardware $SMCI $IOT $ARBE SMCI FY25 rev guide $21.822.6 B despite order pause IOT (Samsara) ARR $XXXX B at XX % GM ARBE locks new Tier1 radar designins for L2+ autonomy AI cant learn without sensors servers & interconnectsown the iron"  
![@Skyrigh_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1939017939325267968.png) [@Skyrigh_](/creator/x/Skyrigh_) on [X](/post/tweet/1948472000261095424) 2025-07-24 19:55:00 UTC XX followers, XXX engagements


"⚙ Forget $NVDA FOMO. Next wave = silicon suppliers: $AMD MI350X GPUs: XX % more tokensper$ vs Blackwell; XX OEMs on deck. $AVGO AI chip+net rev $XXX B (+46 % YoY); guides $XXX B next qtr. $SMCI FY25 sales guide $21.822.6 B; liquidcooled racks selling out. Own the picks & shovels before the rush. #AI #chips"  
![@Skyrigh_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1939017939325267968.png) [@Skyrigh_](/creator/x/Skyrigh_) on [X](/post/tweet/1948297349995876438) 2025-07-24 08:21:00 UTC XX followers, XXX engagements


"🛡 AI needs secure pipes & edge muscle: $PLTR AIP runrate $X B; stock +400 % YoY. $ZS AI Guard + revenue beats; shares +60 % YTD. $NET Workers AI traffic +251 % YoY; edge LLMs go global. The Cloudflare Own the guardians not just the glam. #Cyber #Edge"  
![@Skyrigh_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1939017939325267968.png) [@Skyrigh_](/creator/x/Skyrigh_) on [X](/post/tweet/1947929685234417939) 2025-07-23 08:00:02 UTC XX followers, XX engagements


"⚡ Chips crave watts & chill: $VRT Q1 sales +24 % YoY; backlog +25 %. $NXT Backlog $XXX B; record $X B FY rev. investors. $ETN Datacenter sales +45 % YoY; teaming with NVIDIA on AI grid. Infra quietly mints cash while glam names hog headlines. #Datacenter"  
![@Skyrigh_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1939017939325267968.png) [@Skyrigh_](/creator/x/Skyrigh_) on [X](/post/tweet/1948080676323889224) 2025-07-23 18:00:01 UTC XX followers, XX engagements


"🏢 The AI operating layer for every org$NOW $CRM $TEAM $MNDY. Dive in 🧵👇"  
![@Skyrigh_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1939017939325267968.png) [@Skyrigh_](/creator/x/Skyrigh_) on [X](/post/tweet/1947586495985971213) 2025-07-22 09:16:19 UTC XX followers, XX engagements


"🔥 Silicon Supercycle: X picks powering every AI pipeline$AMD $AVGO $SMCI $TSM $ASML $VRT. Bookmark now details below 🧵👇"  
![@Skyrigh_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1939017939325267968.png) [@Skyrigh_](/creator/x/Skyrigh_) on [X](/post/tweet/1947585731972526148) 2025-07-22 09:13:17 UTC XX followers, XXX engagements


"🏢 Enterprise SaaS The AI operating layer for every org $NOW Q225 subrev view $XXXX B (+20 %); GenAI workflows in 5000+ customers. $CRM Data & AI ARR $X B +120 % YoY. $TEAM Cloud rev growth guided XX % for Q425; migration wave midsingledigit kicker. $MNDY Q1 rev $XXX M (+30 %) record FCF; AI workOS sticks at XXX % NRR. Playbook: Sticky subscriptions + AI upsells = compounding cash flows. Bookmark & RT"  
![@Skyrigh_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1939017939325267968.png) [@Skyrigh_](/creator/x/Skyrigh_) on [X](/post/tweet/1948760158131122377) 2025-07-25 15:00:02 UTC XX followers, XX engagements


"🔥 2025s 6stock cheatsheet: $NVDA $MSFT $PLTR $ARM $LLY $NEE. Each rides a megatrendAI compute data dominance longevity drugs green power. Bookmark now then dive in 🧵👇"  
![@Skyrigh_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1939017939325267968.png) [@Skyrigh_](/creator/x/Skyrigh_) on [X](/post/tweet/1947569245145145557) 2025-07-22 08:07:46 UTC XX followers, XX engagements


"$LLY Guides 2025 sales to $5861 B; obesity drugs still minting cash. $NEE XX GW renewables backlog; EPS CAGR XX % through XX. Like Retweet 🔁 if useful. Not financial advicedo your own DD"  
![@Skyrigh_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1939017939325267968.png) [@Skyrigh_](/creator/x/Skyrigh_) on [X](/post/tweet/1947569251503526138) 2025-07-22 08:07:48 UTC XX followers, XX engagements


"$TSM ➜ Record $XX B Q2 sales XX new fabs X nm massprod H225. $ASML ➜ First HighNA EUV ships; EUV biz seen +30 % in XX. $VRT ➜ Backlog $XXX B booktobill XXX as datacenter power demand explodes"  
![@Skyrigh_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1939017939325267968.png) [@Skyrigh_](/creator/x/Skyrigh_) on [X](/post/tweet/1947585738075189743) 2025-07-22 09:13:19 UTC XX followers, XXX engagements


"$NOW ➜ Q225 subscription rev est. $XXXX B (+20 % YoY); X k+ customers running GenAI workflows"  
![@Skyrigh_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1939017939325267968.png) [@Skyrigh_](/creator/x/Skyrigh_) on [X](/post/tweet/1947586498070458627) 2025-07-22 09:16:20 UTC XX followers, XX engagements


"If you had $5K to park in ONE AIchip name today who gets the bag $NVDA $AMD $AVGO $ASML Vote & drop your thesis. Skyrighs chip dashboard says one trades at the deepest FCF discountsee for yourself #poll #AI"  
![@Skyrigh_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1939017939325267968.png) [@Skyrigh_](/creator/x/Skyrigh_) on [X](/post/tweet/1948473263870627978) 2025-07-24 20:00:01 UTC XX followers, XXX engagements


"🏭 Chips dont ship without it: $GFS building NY packaging+photonics hub (piece of $XX B U.S. spend). $AMKR steady $XXXX B Q1 revpureplay OSAT. $ASML Q2 bookings XXX B incl. XXX B EUV; HighNA ramp. Backend is the new bottleneck"  
![@Skyrigh_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1939017939325267968.png) [@Skyrigh_](/creator/x/Skyrigh_) on [X](/post/tweet/1947748482527449581) 2025-07-22 20:00:00 UTC XX followers, XXX engagements


"$TSM Record $XX B Q2 XX % YoY; 15+ new fabs planned and X nm mass-production starts H2 XX. Tom's Hardware $ASML Ships first High-NA EXE:5200; EUV segment tracking +30 % revenue in 25"  
![@Skyrigh_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1939017939325267968.png) [@Skyrigh_](/creator/x/Skyrigh_) on [X](/post/tweet/1947570528845181078) 2025-07-22 08:12:52 UTC XX followers, XXX engagements


"Build a $1000 portfolio using exactly X ETFs + X stock. My shot: XX % $QQQM XX % $VXUS XX % $SMCI. Reply with your trio & tag a friendhighest 12mo return wins a free month of Skyrigh Pro. Game on ⚔"  
![@Skyrigh_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1939017939325267968.png) [@Skyrigh_](/creator/x/Skyrigh_) on [X](/post/tweet/1947603577326711275) 2025-07-22 10:24:12 UTC XX followers, XX engagements