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[@FundaBottom](/creator/twitter/FundaBottom)
"Which rare earth and energy-related names has the U.S. government recently taken stakes in and which ones might be next $UUUU $NB $METC"  
[X Link](https://x.com/FundaBottom/status/1978535734391796072) [@FundaBottom](/creator/x/FundaBottom) 2025-10-15T18:57Z 4405 followers, 5774 engagements


"What happened to $KRE Why is the regional banking sector selling off $FITB"  
[X Link](https://x.com/FundaBottom/status/1978900447361446007) [@FundaBottom](/creator/x/FundaBottom) 2025-10-16T19:06Z 4404 followers, 1079 engagements


"Which tech companies has the SEC probed in response to short-selling reports What were the outcomes $APP $META $RBLX"  
[X Link](https://x.com/FundaBottom/status/1975302253558091957) [@FundaBottom](/creator/x/FundaBottom) 2025-10-06T20:48Z 4404 followers, 5809 engagements


"If the Sora scales global daily video generation by 10x is that bullish for HDDs SSDs or NAND What stocks should I buy $MU $WDC $SNDK $STX"  
[X Link](https://x.com/FundaBottom/status/1973536010199032291) [@FundaBottom](/creator/x/FundaBottom) 2025-10-01T23:50Z 4381 followers, 7114 engagements


"Yesterday I mainly wanted to remind everyone that The Information got it wrong. Like the title says yesterday was a great opportunity for us to buy AI names. I added to my $CRWV $AMD and $MU positions yesterday and initiated a position in $ORCL. Because I felt the market shouldn't have dropped"  
[X Link](https://x.com/FundaBottom/status/1975951202501402969) [@FundaBottom](/creator/x/FundaBottom) 2025-10-08T15:47Z 4383 followers, 2528 engagements


"China has imposed counter-sanctions on Hanwha. Historically speaking is this a minor move or a major one And will it affect the U.S.China talks on November X Historical pattern shows Beijing prefers calibrated reversible sanctions that signal displeasure without inflicting macro-economic damage. The Hanwha move fits that pattern"  
[X Link](https://x.com/FundaBottom/status/1978126710752338043) [@FundaBottom](/creator/x/FundaBottom) 2025-10-14T15:52Z 4380 followers, XXX engagements


"It's easy to see agencies like Northbeam that track $APP AppLovin's market share reporting massive growth in AppLovin's share. This is especially notable since these agencies were previously limited to just 10-20 ecommerce app clients due to app quota restrictions"  
[X Link](https://x.com/FundaBottom/status/1973333953005363591) [@FundaBottom](/creator/x/FundaBottom) 2025-10-01T10:27Z 4397 followers, 4074 engagements


"Sora is bullish for HDDwhich companies should I buy $WDC $MU $SNDK $STX"  
[X Link](https://x.com/FundaBottom/status/1973411812545536121) [@FundaBottom](/creator/x/FundaBottom) 2025-10-01T15:36Z 4400 followers, 28.6K engagements


"DRAM and NAND prices are hitting new highs thanks to AI demand - which stocks should investors consider $MU $SNDK $WDC"  
[X Link](https://x.com/FundaBottom/status/1975540712541462849) [@FundaBottom](/creator/x/FundaBottom) 2025-10-07T12:36Z 4397 followers, 5093 engagements


"If the U.S. has to break away from Chinas rare-earth supply and refining know-how how should investors rank stocks across the rare-earth value chainbalancing valuation and upside $MP $LYC $UUUU"  
[X Link](https://x.com/FundaBottom/status/1977082220419727714) [@FundaBottom](/creator/x/FundaBottom) 2025-10-11T18:41Z 4401 followers, 7910 engagements


"Whats the current narrative around $CRML and $PPTA and is there still upside $MP"  
[X Link](https://x.com/FundaBottom/status/1977748562982174807) [@FundaBottom](/creator/x/FundaBottom) 2025-10-13T14:49Z 4397 followers, 1980 engagements


"Insider traders are starting to cover their shorts"  
[X Link](https://x.com/FundaBottom/status/1978131402706088126) [@FundaBottom](/creator/x/FundaBottom) 2025-10-14T16:10Z 4402 followers, XXX engagements


"Sam Altmans big plan already includes $AMD $AVGO $NVDA $ORCL and $ARM. Which other companies might join and what are the probabilities and reasons $CRWV $MSFT $TSM"  
[X Link](https://x.com/FundaBottom/status/1978155000581828874) [@FundaBottom](/creator/x/FundaBottom) 2025-10-14T17:44Z 4399 followers, 1677 engagements


"No need to reference Wall Streets highest price targetsunder the most bullish scenario how high could $MP go"  
[X Link](https://x.com/FundaBottom/status/1978214318865776792) [@FundaBottom](/creator/x/FundaBottom) 2025-10-14T21:40Z 4401 followers, 1797 engagements


"Which stocks could this affect: US Treasury Secretary Bessent: Supply chains for critical minerals are a U.S. priority. $MP $UUUU"  
[X Link](https://x.com/FundaBottom/status/1978512428338954684) [@FundaBottom](/creator/x/FundaBottom) 2025-10-15T17:24Z 4395 followers, 1944 engagements


"We nailed TSM's revenue and gross margin predictions now it's review time. Review $TSM 3Q25: Strong Beat and Raise Driven by AI Strength Results Surpassed Expectations on Strong AI Demand and Favorable FX. The Outlook Remains Robust with the Company Raising Its 2025 CapEx Forecast and Signaling that AI-Related Demand Is Even Stronger 3Q25 Results: Beat Across the Board Revenue: NT$989.9bn (+6.0% QoQ +30.3% YoY) XXX% above consensus of NT$967.7bn. Gross Margin: XXXX% (+0.9ppt QoQ +1.7ppt YoY) beating sell-side/buy-side consensus of 57.3%/59.0%. Both revenue and GM exceeded the high end of"  
[X Link](https://x.com/FundaBottom/status/1978812657307353265) [@FundaBottom](/creator/x/FundaBottom) 2025-10-16T13:17Z 4402 followers, 1367 engagements


"@aaronlwallace Applovin hasn't issued invitation codes in Europe yet. I think they're still figuring out how to handle GDPR but it's not a major issue. They should be able to go GA anytime now"  
[X Link](https://x.com/FundaBottom/status/1978899791473185166) [@FundaBottom](/creator/x/FundaBottom) 2025-10-16T19:04Z 4401 followers, XXX engagements


"Preview $TSM: Outperforming 3Q25 on Strong AI Demand and Favorable FX Rate We Anticipate a Strong 3Q25 Earnings Beat With Gross Margins Surprising to the Upside Driven by a Rich AI/HPC Product Mix and Favorable FX Rate With 3Q25 revenue reported at NT990bn we forecast EPS of NT16.6. The Q3 gross margin is expected to reach XXXX% surpassing the high end of the 55.5%-57.5% guidance driven by favorable foreign exchange rates and a rich AI product portfolio. We forecast Q4 revenue guidance for low-to-mid single-digit QoQ growth which is above the market consensus of flat to +1% QoQ. Consequently"  
[X Link](https://x.com/FundaBottom/status/1978100023759159784) [@FundaBottom](/creator/x/FundaBottom) 2025-10-14T14:06Z 4402 followers, 2501 engagements


"Which U.S. stocks correspond to the different types of rare earths and how would you rank them considering valuation upside potential and risk-reward $MP $UUUU $CRML"  
[X Link](https://x.com/FundaBottom/status/1978150343557918812) [@FundaBottom](/creator/x/FundaBottom) 2025-10-14T17:26Z 4402 followers, 1447 engagements


"How will the latest H1B policies impact tech companies' profits Which companies will be most affected $INFY $TCS $WIT #H1B"  
[X Link](https://x.com/FundaBottom/status/1969988694762463688) [@FundaBottom](/creator/x/FundaBottom) 2025-09-22T04:54Z 4402 followers, 1019 engagements


"'US plans to mandate a 1:1 ratio of domestically manufactured to imported chips' - which stocks would benefit and which would get hurt $INTC $TSMC $GFS $MU $AAPL"  
[X Link](https://x.com/FundaBottom/status/1971435249327583708) [@FundaBottom](/creator/x/FundaBottom) 2025-09-26T04:42Z 4402 followers, 4020 engagements


"The Information should take the time to properly understand business breakdown and what a cohort analysis is before they can truly understand a company. Instead of just throwing out internal numbers and misleading everyone. @theinformation $orcl"  
[X Link](https://x.com/FundaBottom/status/1975608298318811404) [@FundaBottom](/creator/x/FundaBottom) 2025-10-07T17:04Z 4402 followers, 3136 engagements


"Shouldn't crypto be up on tariff news Whats with the pullback on $IBIT & $ETHE"  
[X Link](https://x.com/FundaBottom/status/1976726570774806585) [@FundaBottom](/creator/x/FundaBottom) 2025-10-10T19:08Z 4402 followers, XXX engagements


"What should we be looking for at $ORCL s upcoming Investor Day"  
[X Link](https://x.com/FundaBottom/status/1977810630557266285) [@FundaBottom](/creator/x/FundaBottom) 2025-10-13T18:56Z 4402 followers, 2139 engagements


"If you think $ORCL's XX% OPM is reasonable then $CRWV is dirt cheap right now"  
[X Link](https://x.com/FundaBottom/status/1978876173431247308) [@FundaBottom](/creator/x/FundaBottom) 2025-10-16T17:30Z 4404 followers, 7126 engagements


"Depreciation is over X years so you need to discount that. If we assume 5-year depreciation the actual gross margin is probably 25-30%. $ORCL"  
[X Link](https://x.com/FundaBottom/status/1978879838900392077) [@FundaBottom](/creator/x/FundaBottom) 2025-10-16T17:44Z 4404 followers, 2358 engagements


"Whats the value of $DDOG acquiring $GTLB How might the market react"  
[X Link](https://x.com/FundaBottom/status/1978977762233708653) [@FundaBottom](/creator/x/FundaBottom) 2025-10-17T00:14Z 4404 followers, 5930 engagements


"Our source also confirms Alchip being selected for Tranium X. Marvell could be providing the analog part of the serdes IP. $MRVL"  
[X Link](https://x.com/FundaBottom/status/1924808512515014754) [@FundaBottom](/creator/x/FundaBottom) 2025-05-20T12:44Z 4405 followers, 1675 engagements


"$APP: Northbeams Axon data doesnt look good today. We should keep a positive outlookAppLovins ecommerce mix is rising gradually not overnight. Ecommerce advertisers typically need about two weeks to optimize campaigns. Were also not in the true peak season yet. Most Asian ecommerce advertisers just got back from vacation. The real ramp should come at the end of the month not right now. But everyones obsessing over the Northbeam data which makes me uncomfortable. Last week when Northbeam didnt release data a bunch of people even emailed asking why there was no update"  
[X Link](https://x.com/FundaBottom/status/1976349439611846835) [@FundaBottom](/creator/x/FundaBottom) 2025-10-09T18:09Z 4404 followers, 49.5K engagements


"If GOOGs TPU shipments end up exceeding expectations how would you rank the upside potential for these stocks: $AVGO $CLS $TTMI $LITE $COHR and Zhongji Xuchuang"  
[X Link](https://x.com/FundaBottom/status/1978147324921614616) [@FundaBottom](/creator/x/FundaBottom) 2025-10-14T17:14Z 4405 followers, 1523 engagements


"$APP As we mentioned before based on our large sample survey AppLovin's e-commerce clients have increased their budgets by around XX% compared to pre-October levels. It's a steady growth - not particularly fast not particularly slow. The real ramp-up is expected at the end of the month"  
[X Link](https://x.com/FundaBottom/status/1978881162484551765) [@FundaBottom](/creator/x/FundaBottom) 2025-10-16T17:50Z 4405 followers, 16.2K engagements


"$DDOG reportedly considering taking over $GTLB - seems they want to become a full stack DevSecOps vendor which I think is a good direction but seems limited synergy in the near term. $DDOG holders won't like it"  
[X Link](https://x.com/FundaBottom/status/1978984661733773787) [@FundaBottom](/creator/x/FundaBottom) 2025-10-17T00:41Z 4405 followers, 3041 engagements