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[@EricJhonsa](/creator/twitter/EricJhonsa)
"Seeing more companies spell out how they're getting cost savings from AI. Below comments are from $TSM $GS $OMC and Tata Consulting's calls (transcripts via Quartr)"  
![@EricJhonsa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::572077039.png) [@EricJhonsa](/creator/x/EricJhonsa) on [X](/post/tweet/1946607213167939862) 2025-07-19 16:25:00 UTC 21.9K followers, 3789 engagements


"@chyang888 Qualcomm Amazon Broadcom and others have already shown interest. IFS' execution has been the problem not competition from the design business"  
![@EricJhonsa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::572077039.png) [@EricJhonsa](/creator/x/EricJhonsa) on [X](/post/tweet/1949257128268767539) 2025-07-26 23:54:49 UTC 21.9K followers, XX engagements


"My longs right now mostly fall into one of four categories: 1) AI infra (semis industrials power and one BTC miner) 2) Defense/space tech (semis hardware software) 3) LatAm banking/fintech 4) Random cheap small/mid-cap tech companies My hit rate has been pretty good this year in the first three categories (across smaller and larger companies) but it's definitely been lower in category #4. For now at least it feels easier to do well by betting on companies linked to broader trends/themes that have a solid bull case and market support than by making one-off/company-specific bets"  
![@EricJhonsa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::572077039.png) [@EricJhonsa](/creator/x/EricJhonsa) on [X](/post/tweet/1949141663286538569) 2025-07-26 16:16:00 UTC 21.9K followers, 6533 engagements


"Added a bit to my $AVGO and $CLS positions ahead of Broadcom's earnings. Think Marvell's issues are specific to its $AMZN relationship (namely Alchip winning Trainium3 and Amazon's accelerator buys skewing towards $NVDA GPUs because that's what most AWS customers want)"  
![@EricJhonsa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::572077039.png) [@EricJhonsa](/creator/x/EricJhonsa) on [X](/post/tweet/1897731053550264515) 2025-03-06 19:28:35 UTC 21.9K followers, 35K engagements


"$GOOG's CFO says they expect a tight compute supply/demand environment going into 2026 and that capex will be up again in 2026. For context the pre-earnings 2026 capex consensus was just $78.9B and they just guided for 2025 capex of $85B"  
![@EricJhonsa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::572077039.png) [@EricJhonsa](/creator/x/EricJhonsa) on [X](/post/tweet/1948127678122635762) 2025-07-23 21:06:47 UTC 21.9K followers, 20.9K engagements


"Finished up a little over X% this week in spite of being long $ONTO and short $QBTS. As bewildering as all my positions and trading can seem there's a method to the madness (well usually)"  
![@EricJhonsa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::572077039.png) [@EricJhonsa](/creator/x/EricJhonsa) on [X](/post/tweet/1920952279839977553) 2025-05-09 21:21:27 UTC 21.9K followers, 3895 engagements


"There's something of a barbell distribution to software valuations. On one end you have a lot of large-cap favorites with rich or nosebleed multiples. On the other you have a lot of SMIDs (inc. some with 10%+ growth and AI tailwinds) sporting historically low sales multiples"  
![@EricJhonsa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::572077039.png) [@EricJhonsa](/creator/x/EricJhonsa) on [X](/post/tweet/1943072218654867900) 2025-07-09 22:18:12 UTC 21.9K followers, 3633 engagements


"$INTC's market position relative to $TSM might end up looking like the position $AMD once had relative to Intel: A company that's kept in the game because it's in the interests of major customers to prevent the dominant player from turning into a full-blown monopoly"  
![@EricJhonsa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::572077039.png) [@EricJhonsa](/creator/x/EricJhonsa) on [X](/post/tweet/1948877170279154146) 2025-07-25 22:45:00 UTC 21.9K followers, 13.9K engagements


"A good report from @Atrium_Research on small-cap U.S. and Canadian defense tech stocks and the tailwinds these companies are now seeing. Some of them have run up this year but it's not hard to find ones that are still fairly cheap"  
![@EricJhonsa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::572077039.png) [@EricJhonsa](/creator/x/EricJhonsa) on [X](/post/tweet/1948040123280744807) 2025-07-23 15:18:52 UTC 21.9K followers, 2620 engagements


"@CopyCat_Invest @Holmes1618 Agree JBL has run up too much. But that doesn't mean one has to own CLS right now :)"  
![@EricJhonsa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::572077039.png) [@EricJhonsa](/creator/x/EricJhonsa) on [X](/post/tweet/1949264043585536326) 2025-07-27 00:22:18 UTC 21.9K followers, XX engagements


"@GrilledCheeseWC @SouthernValue95 He didn't. Was deliberately vague about next-gen engagements. That said it looks like they'll get Trainium4"  
![@EricJhonsa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::572077039.png) [@EricJhonsa](/creator/x/EricJhonsa) on [X](/post/tweet/1897760490698498058) 2025-03-06 21:25:34 UTC 21.9K followers, XXX engagements


"Way to live up to the first half of your handle. I'm talking about what might happen going forward not how things are right now. TSMC is getting more aggressive about flexing its pricing power and Apple Nvidia Qualcomm etc. don't want one company to be the only game in town for leading edge wafers"  
![@EricJhonsa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::572077039.png) [@EricJhonsa](/creator/x/EricJhonsa) on [X](/post/tweet/1949150302059553057) 2025-07-26 16:50:20 UTC 21.9K followers, XX engagements


"A pretty good list. A few other names that might have a lot of downside (please do your own research): $NNE $LWLG $LMND $DXYZ $TMC $ARQQ $ENVX $EVGO $LCID $PLUG $NN"  
![@EricJhonsa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::572077039.png) [@EricJhonsa](/creator/x/EricJhonsa) on [X](/post/tweet/1947696359253107153) 2025-07-22 16:32:53 UTC 21.9K followers, 6739 engagements


"Current software longs: $AIOT $BRZE $CLBT $WEAV AVTECH (Stockholm-listed) Current software shorts: $PLTR $NET $CRWD $SHOP $SOUN (As always please do your own research before taking any positions)"  
![@EricJhonsa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::572077039.png) [@EricJhonsa](/creator/x/EricJhonsa) on [X](/post/tweet/1943074956767527101) 2025-07-09 22:29:04 UTC 21.9K followers, 3349 engagements