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[@PostPCEra](/creator/twitter/PostPCEra)
"@BourbonCap 👍Semiconductor Supply Chain US dominates chip design EDA/IP and equipment/tools: Chips design: $NVDA $AMD EDA/IP: $CDNS $SNPS equipment/tools: $AMAT $ASML $LRCX $KLAC"  
[X Link](https://x.com/PostPCEra/status/1978586250765586903) [@PostPCEra](/creator/x/PostPCEra) 2025-10-15T22:18Z XXX followers, XXX engagements


"@MikeLongTerm @Meta X. Meta's Role for $AMD FY 2026 revenue 588235 x $35000 = $20.5B Total $META revenue would be $28B X. Meta's Role in Advancing AMDs ROCm Co-Development: Metas engineers collaborated with AMD to optimize ROCm for ORW-based racks ensuring compatibility with MI450 GPUs"  
[X Link](https://x.com/PostPCEra/status/1978630432959688865) [@PostPCEra](/creator/x/PostPCEra) 2025-10-16T01:13Z XXX followers, XXX engagements


"@MollySOShea @coatuemgmt 👍 "Fantastic 40" list of the highest growth most-innovative tech companies best positioned to dominate the AI era. From Publics Privates. Nvidia MSFT Meta AppLovin Spotify Palantir Bitcoin OpenAI SpaceX Stripe xAI"  
[X Link](https://x.com/PostPCEra/status/1979259715411677447) [@PostPCEra](/creator/x/PostPCEra) 2025-10-17T18:54Z XXX followers, XXX engagements


"@OmerCheeema TSMC suppliers ASML XX% AMT XX% next who are ASML and AMT suppliers"  
[X Link](https://x.com/PostPCEra/status/1979676782740766959) [@PostPCEra](/creator/x/PostPCEra) 2025-10-18T22:31Z XXX followers, XXX engagements


"@StockSavvyShay Next wave lining up: Battery metals $NMG $NVX $MTRN $ELBM Copper $SCCO $HBM $FCX $IE $ERO $TGB Lithium $ALB $SQM $SGML $RIO $IONR $ATLX Rare earths $USAR $IDR $CRML $TMRC $UAMY $NB $AREC $PPTA $TMC $UUUU $IPX Uranium $CCJ $LEU"  
[X Link](https://x.com/PostPCEra/status/1977537551973138603) [@PostPCEra](/creator/x/PostPCEra) 2025-10-13T00:51Z XXX followers, XXX engagements


"@StockSavvyShay nice list of companies U.S. national security industries we need is an "AI Agent" that can build a detailed stock analysis "Web app" for all these group Tickers: -stock charts -historical Earnings & Revenue charts -analyst ratings for $X @ManusAI_HQ can do but costs $10+"  
[X Link](https://x.com/PostPCEra/status/1977761445942038946) [@PostPCEra](/creator/x/PostPCEra) 2025-10-13T15:40Z XXX followers, XXX engagements


"@kunal7732 @deedydas Amazon AWS custom chips are powering Anthropic LLMs and do same in future Amazon is big VC backer and owns XX% of Anthropic . Google TPUs powering Gemini models and finally OpenAI models are powered by GPUs from Nvidia & AMD and Broadcom custom chips"  
[X Link](https://x.com/PostPCEra/status/1979253314329154026) [@PostPCEra](/creator/x/PostPCEra) 2025-10-17T18:28Z XXX followers, XX engagements


"@burkov @AndrewYNg where the hell is the global semi production under the nose that is Intel US can't make Intel foundries work ( which are XX% complete) where else to look. the other place is the laggard Samsung . highlighting the urgent need to diversify global semiconductor production"  
[X Link](https://x.com/PostPCEra/status/1979257703873810444) [@PostPCEra](/creator/x/PostPCEra) 2025-10-17T18:46Z XXX followers, XXX engagements


"@StockMKTNewz @VisualCap XX largest American semiconductor companies"  
[X Link](https://x.com/PostPCEra/status/1979817283112562780) [@PostPCEra](/creator/x/PostPCEra) 2025-10-19T07:49Z XXX followers, XX engagements


"@SemiAnalysis_ With GB300 NVIDIA decided to only NVL72 and not support NVL36x2 thus AWS had make a critical choice. Either use NVIDIA ConnectX-8 RoCEv2 NICs which AWS believes is subpar to their superior EFA NICs"  
[X Link](https://x.com/PostPCEra/status/1979824609471136205) [@PostPCEra](/creator/x/PostPCEra) 2025-10-19T08:19Z XXX followers, XXX engagements