LunarCrush LLM | creator/twitter::3310594808/posts

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[@compassionkptal](/creator/twitter/compassionkptal)
"1319 Oct Week Ahead: 💼 U.S. Q3 Earnings 💽 #Semiconductors: $ASML (15 Oct) + $TSMC (16 Oct) key read on AI chip demand will ripple to NVDA AVGO AMD SMCI. Trade war chatter aside #AI demand is still the heartbeat of Q4 earnings"  
[X Link](https://x.com/compassionkptal/status/1977763495669354652) [@compassionkptal](/creator/x/compassionkptal) 2025-10-13T15:48Z XXX followers, XXX engagements


"We kinda saw this coming. $AVGO teased a major US customer in Sep. The name is out: $OpenAI ✅ OpenAI designs the silicon. AVGO makes the chips and racks. Deployments in mid-2026 done by 2029. Think of it as OpenAI building its own engine and AVGO supplying the fuel lines"  
[X Link](https://x.com/compassionkptal/status/1977743245917536477) [@compassionkptal](/creator/x/compassionkptal) 2025-10-13T14:28Z 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.]

@compassionkptal "1319 Oct Week Ahead: 💼 U.S. Q3 Earnings 💽 #Semiconductors: $ASML (15 Oct) + $TSMC (16 Oct) key read on AI chip demand will ripple to NVDA AVGO AMD SMCI. Trade war chatter aside #AI demand is still the heartbeat of Q4 earnings"
X Link @compassionkptal 2025-10-13T15:48Z XXX followers, XXX engagements

"We kinda saw this coming. $AVGO teased a major US customer in Sep. The name is out: $OpenAI ✅ OpenAI designs the silicon. AVGO makes the chips and racks. Deployments in mid-2026 done by 2029. Think of it as OpenAI building its own engine and AVGO supplying the fuel lines"
X Link @compassionkptal 2025-10-13T14:28Z XXX followers, XXX engagements