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[@hhuang](/creator/twitter/hhuang)
"This chart ignites AMZN bulls' passion today but I'd rather wait. I dont think itd be too late if I can confirm the AWS growth re-acceleration in Q3 ER"  
[X Link](https://x.com/hhuang/status/1980458666106196196) [@hhuang](/creator/x/hhuang) 2025-10-21T02:18Z 24.3K followers, 8327 engagements


"Lutnick and Jensen are BFF now. The UAE deal is just an appetizer with 5+% CY26 revenue. And the deal with China will be the main course. Lets enjoy the feast"  
[X Link](https://x.com/hhuang/status/1976270213579669801) [@hhuang](/creator/x/hhuang) 2025-10-09T12:55Z 24.2K followers, 11K engagements


"@DeItaone dude your translation is totally wrong Their statement was dovish to me but after you guys translated it sounds so hawkish"  
[X Link](https://x.com/hhuang/status/1977935042023460988) [@hhuang](/creator/x/hhuang) 2025-10-14T03:10Z 24.2K followers, 42.2K engagements


"@EricJhonsa @KairosPraxis @CopyCat_Invest Yes but AVGO can deliver the ASIC chips in Q3 next year the earliest. I think the incremental revenue wouldn't impact this ER and guidance too much What do you guys think"  
[X Link](https://x.com/hhuang/status/1978216518661067027) [@hhuang](/creator/x/hhuang) 2025-10-14T21:49Z 24.2K followers, XXX engagements


"Risk off. Unwind all of my high beta small/mid cap positions"  
[X Link](https://x.com/hhuang/status/1979196453353590893) [@hhuang](/creator/x/hhuang) 2025-10-17T14:43Z 24.2K followers, 25.4K engagements


"@diyas_1989 @ChainTrust0103 How come the would be thrown out of the cabinet"  
[X Link](https://x.com/hhuang/status/1979420431674413304) [@hhuang](/creator/x/hhuang) 2025-10-18T05:33Z 24.2K followers, 1416 engagements


"@zephyr_z9 Love this fud added ORCL at 50d EMA"  
[X Link](https://x.com/hhuang/status/1980322766042906901) [@hhuang](/creator/x/hhuang) 2025-10-20T17:18Z 24.2K followers, XXX engagements


"By @FundaBottom this Monday morning: There's a rumor in Taiwan today that ALAB has cut their 2H26 tape-out numbers by 20%. The reason we're hearing from the rumor mill is AWS delays but looking at AWS's CoWoS there's no impact and we haven't heard from Alchip about any issues with TRN3's progress. Historically ALAB has had several order cut rumors but they ultimately had little impact on the stock price. I think last Friday was probably driven more by the Taiwan rumors. The NVDA-INTC collaboration has minimal impact on ALAB - even if it materializes we're talking about only $100-200 million"  
[X Link](https://x.com/hhuang/status/1970893998144491808) [@hhuang](/creator/x/hhuang) 2025-09-24T16:52Z 24.2K followers, 8106 engagements


"Sounds like a bull case for $CLS"  
[X Link](https://x.com/hhuang/status/1977869349840146710) [@hhuang](/creator/x/hhuang) 2025-10-13T22:49Z 24.3K followers, 10.2K engagements


"Only those who built large-scale training infrastructure understand that network reliability is far more critical than bandwidth or latency for long-running distributed training jobs spanning months. An unstable network leads to unreliable gradient syncing wasting precious GPU time. More crashes in distributed training jobs reduce iterations and concurrency wasting AI experts' time and risking failure in the AI race"  
[X Link](https://x.com/hhuang/status/1978215903830708733) [@hhuang](/creator/x/hhuang) 2025-10-14T21:46Z 24.3K followers, 27.6K engagements


"I often use the COR1M indicator to decide when to exit and take profits from dispersion trades. When COR1M hits a local bottom (e.g. under 8) for a few days while VIX is very low it strongly suggests that high-beta meme stocks may have reached a near-term peak. Any market surprise could cause a quick surge in VIX/COR1M and a sharp selloff in these stocks"  
[X Link](https://x.com/hhuang/status/1980141982937960770) [@hhuang](/creator/x/hhuang) 2025-10-20T05:20Z 24.3K followers, 19.2K engagements


"Love this fud added ORCL at 50d EMA today"  
[X Link](https://x.com/hhuang/status/1980323376620253612) [@hhuang](/creator/x/hhuang) 2025-10-20T17:21Z 24.3K followers, 9541 engagements


"Great I think In general Barclays is pretty conservative among the sell side"  
[X Link](https://x.com/hhuang/status/1980454632515408381) [@hhuang](/creator/x/hhuang) 2025-10-21T02:02Z 24.3K followers, 8870 engagements


"@TJ_Research01 The flow is mainly from South Korean wsb comrades"  
[X Link](https://x.com/hhuang/status/1980724366875980235) [@hhuang](/creator/x/hhuang) 2025-10-21T19:54Z 24.3K followers, 2954 engagements


"@frankyluan Dude I bought SMR based on your posts Dont leave me alone my friend 🤣"  
[X Link](https://x.com/hhuang/status/1980850503983722818) [@hhuang](/creator/x/hhuang) 2025-10-22T04:15Z 24.3K followers, 3432 engagements


"I only approve $AVGO and $CLS"  
[X Link](https://x.com/hhuang/status/1980851767484248088) [@hhuang](/creator/x/hhuang) 2025-10-22T04:20Z 24.3K followers, 11.3K engagements


"I followed his trades for two weeks: Took a big loss on SATL. Booked big wins on RXRX and DBRG. Small wins on SEI and AVTR. What can I say for a XX% win rate With proper position and risk management Im still net big profitable. As a trader you cant follow others blindly. It takes work to enter or exit a trade. A bad win is a trade made without thought just copying others. Those fucking crying babies just lack judgment and blame others for their losses 🤣"  
[X Link](https://x.com/hhuang/status/1980247072067703200) [@hhuang](/creator/x/hhuang) 2025-10-20T12:17Z 24.3K followers, 42.3K engagements


"@tradergokux Never trust a stock controlled by Jane Street They will just give traders the max pain"  
[X Link](https://x.com/hhuang/status/1980312209969541595) [@hhuang](/creator/x/hhuang) 2025-10-20T16:36Z 24.3K followers, 8492 engagements


"Since Robinhood is being heavily impacted by the AWS failure right now. The retailer flow is just interrupted now. Its a great opportunity to understand which names are retailers favorite and which ones are for institutions"  
[X Link](https://x.com/hhuang/status/1980328366432743533) [@hhuang](/creator/x/hhuang) 2025-10-20T17:40Z 24.3K followers, 7923 engagements


"@777_clearlove Its good for Q3 and I think the Q4 guidance matters more. Not sure if Andy would fuck it up again in the earning call 😓"  
[X Link](https://x.com/hhuang/status/1980492765013373182) [@hhuang](/creator/x/hhuang) 2025-10-21T04:34Z 24.3K followers, XXX engagements


"@zephyr_z9 @FundaBottom Also we found Anthropic is hiring TPU engineers right now. Its so intriguing to see how AnthropicGoogle and Broadcom would collaborate on this"  
[X Link](https://x.com/hhuang/status/1980677627674521706) [@hhuang](/creator/x/hhuang) 2025-10-21T16:48Z 24.3K followers, XXX engagements


"@flrande Yes waiting for IV to lower otherwise its not safe to long with big positions"  
[X Link](https://x.com/hhuang/status/1980837558809686488) [@hhuang](/creator/x/hhuang) 2025-10-22T03:24Z 24.3K followers, 1215 engagements


"@xzcfrank Very good R/R to be honest at this price level. Modest beat can send it to $XXX easily. However Dumb Andy might deliver a lame boring forecast in the earning call which would disappoint the investors"  
[X Link](https://x.com/hhuang/status/1980853095681958274) [@hhuang](/creator/x/hhuang) 2025-10-22T04:25Z 24.3K followers, XXX engagements


"AI chatbot + AI porn AI virtual companion AI robot boyfriend/girlfriend A vast market with huge TAM to monetize four domains: personalization multimodality humanoid robots AR/VR"  
[X Link](https://x.com/hhuang/status/1978437319804756140) [@hhuang](/creator/x/hhuang) 2025-10-15T12:26Z 24.2K followers, 11.1K engagements


"I think the market starts realizing $GOOGs Gemini X will outgrow Anthropic in the next few months. The AI coding market which is the fastest growing/most monetizable AI application will be dominated by Gemini and Claude. does forward 22-23x PE still make sense"  
[X Link](https://x.com/hhuang/status/1978836900933771286) [@hhuang](/creator/x/hhuang) 2025-10-16T14:54Z 24.2K followers, 16.4K engagements


"The market will soon recognize that this is the only TPU that can compete with NVIDIA. X years ago I attended a tech talk by Jeff Dean at Stanford about TPUv2 which was impressive as they started to use it for ML training at the time. So the gap between Trainium X and TPUv7 is much larger than people expected and this gap may widen due to AMZn's "cost-first speed-second" approach. I bet long Goog short Amzn will be very popular after this ER season"  
[X Link](https://x.com/hhuang/status/1978847253415776734) [@hhuang](/creator/x/hhuang) 2025-10-16T15:35Z 24.3K followers, 115.1K engagements


"@feeney7777 For the last one its actually to buy physical gold bars"  
[X Link](https://x.com/hhuang/status/1980242700353020298) [@hhuang](/creator/x/hhuang) 2025-10-20T12:00Z 24.3K followers, 26.1K engagements


"I used to think this will be 2X next year until recently the progress of trainium X is so disappointing. Will start longing AMZN again if I heard anything changed"  
[X Link](https://x.com/hhuang/status/1980421648894554612) [@hhuang](/creator/x/hhuang) 2025-10-20T23:51Z 24.3K followers, 15.5K engagements


"It's the laggard day"  
[X Link](https://x.com/hhuang/status/1980709021125603578) [@hhuang](/creator/x/hhuang) 2025-10-21T18:53Z 24.3K followers, 4931 engagements


"@iamai_eth Long labubu forever"  
[X Link](https://x.com/hhuang/status/1980784054174883854) [@hhuang](/creator/x/hhuang) 2025-10-21T23:51Z 24.3K followers, 1249 engagements


"@Jonewang7 long iv play"  
[X Link](https://x.com/hhuang/status/1980834854167277997) [@hhuang](/creator/x/hhuang) 2025-10-22T03:13Z 24.3K followers, XXX engagements


"@Xiaoyu_Liu The good PCB names are all in CN market I think"  
[X Link](https://x.com/hhuang/status/1980853898115191011) [@hhuang](/creator/x/hhuang) 2025-10-22T04:29Z 24.3K followers, XXX engagements