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# ![@AkinatorAssets Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1938937654911082500.png) @AkinatorAssets Akinator Assets

Akinator Assets posts on X about $tsm, $amd, nvda, $nvda the most. They currently have XXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

### Engagements: XXXXX [#](/creator/twitter::1938937654911082500/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1938937654911082500/c:line/m:interactions.svg)

- X Week XXXXXX -XX%

### Mentions: XX [#](/creator/twitter::1938937654911082500/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1938937654911082500/c:line/m:posts_active.svg)


### Followers: XXX [#](/creator/twitter::1938937654911082500/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1938937654911082500/c:line/m:followers.svg)

- X Week XXX +8.60%

### CreatorRank: XXXXXXX [#](/creator/twitter::1938937654911082500/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1938937654911082500/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1938937654911082500/influence)
---

**Social category influence**
[stocks](/list/stocks)  [technology brands](/list/technology-brands)  [finance](/list/finance)  [automotive brands](/list/automotive-brands)  [countries](/list/countries)  [cryptocurrencies](/list/cryptocurrencies)  [social networks](/list/social-networks) 

**Social topic influence**
[$tsm](/topic/$tsm), [$amd](/topic/$amd) #57, [nvda](/topic/nvda) #883, [$nvda](/topic/$nvda) #1269, [amzn](/topic/amzn) #1064, [$amzn](/topic/$amzn) #468, [nio](/topic/nio) #165, [$nio](/topic/$nio) #46, [$googl](/topic/$googl) #1922, [goog](/topic/goog)

**Top assets mentioned**
[Taiwan Semiconductor (TSM)](/topic/$tsm) [Advanced Micro Devices (AMD)](/topic/$amd) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Archer Aviation Inc. (ACHR)](/topic/$achr) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Tesla, Inc. (TSLA)](/topic/$tsla) [Spacemesh (SMH)](/topic/$smh) [Microsoft Corp. (MSFT)](/topic/$msft) [Metadium (META)](/topic/$meta) [Oscar Health, Inc. (OSCR)](/topic/$oscr) [SPDR S&P XXX ETF Trust (SPY)](/topic/$spy) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Costco Hot Dog (COST)](/topic/$cost) [Walmart, Inc. (WMT)](/topic/$wmt) [Target Corporation (TGT)](/topic/$tgt) [ZetaChain (ZETA)](/topic/$zeta) [PepsiCo, Inc. (PEP)](/topic/$pep) [Coca-Cola Co (KO)](/topic/$ko) [Apple, Inc. (AAPL)](/topic/$aapl)
### Top Social Posts [#](/creator/twitter::1938937654911082500/posts)
---
Top posts by engagements in the last XX hours

"9/📉 Valuation & Risk $ACHR Valuation snapshot of $ACHR: 📊 Market Cap: $5.56B 📈 Stock: +197% in XX months ⚠ Beta: XXXX extreme volatility 📉 Avg analyst PT: $XXXX (53% from current) If $ACHR misses 2025 milestones downside risk is steep"  
![@AkinatorAssets Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1938937654911082500.png) [@AkinatorAssets](/creator/x/AkinatorAssets) on [X](/post/tweet/1944814168843993511) 2025-07-14 17:40:05 UTC XXX followers, XXX engagements


"@TheLongInvest $AMZN has moats around marketplace and distribution setting itself apart from other retail leaders like $COST $WMT and $TGT plus tailwinds related cloud AI robotics drones and more 🚀"  
![@AkinatorAssets Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1938937654911082500.png) [@AkinatorAssets](/creator/x/AkinatorAssets) on [X](/post/tweet/1942547589137850809) 2025-07-08 11:33:30 UTC XXX followers, 1086 engagements


"This is only the beginning. Most investors forget that the inference market is going to explode with innovations related to: 1) AI agents 2) Robotics 3) LLMs on the edge Its good to be an $AMD shareholder especially as theyre well positioned to offer best in class price performance for AI compute 🚀"  
![@AkinatorAssets Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1938937654911082500.png) [@AkinatorAssets](/creator/x/AkinatorAssets) on [X](/post/tweet/1945944996315881836) 2025-07-17 20:33:35 UTC XXX followers, 1328 engagements


"@MitchMartan98 Great deep dive on $ZETA $ZETA is also on our radar but not as high on the watchlist as others like $OSCR $HIMS $GOOG"  
![@AkinatorAssets Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1938937654911082500.png) [@AkinatorAssets](/creator/x/AkinatorAssets) on [X](/post/tweet/1941527472790736968) 2025-07-05 15:59:56 UTC XXX followers, XXX engagements


"Buying $OSCR during this downtrend may have felt a bit like the meme but this is just Mr. Market giving us a second chance to add to positions w/ $OSCR youre buying a company that has a: 1) ttm revenue growth of XX% 2) profit margin flipping from negative to positive 3) proven track record of successful expansion 4) ceo with an elite record 5) moat in development via tech Conviction is key 🔑"  
![@AkinatorAssets Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1938937654911082500.png) [@AkinatorAssets](/creator/x/AkinatorAssets) on [X](/post/tweet/1946308316629721537) 2025-07-18 20:37:18 UTC XXX followers, 1110 engagements


"🚨 $NIO is up XX% in the last month comeback in the making or just another head fake After a brutal selloff $NIO is flashing signs of life: soaring deliveries bold battery tech and a Q4 2025 profit target. Is the EV underdog ready to run Lets dive in 🧵"  
![@AkinatorAssets Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1938937654911082500.png) [@AkinatorAssets](/creator/x/AkinatorAssets) on [X](/post/tweet/1946245045515956354) 2025-07-18 16:25:52 UTC XXX followers, XXX engagements


"2/10🛰 TECHNOLOGY & STRATEGY $ASTS Unlike Starlink $ASTS doesnt need dishes or terminals. It connects directly to your regular phone globally. This direct-to-device (D2D) tech unlocks massive B2B2C adoption via existing carrier networks. ⚙ FCC granted testing authority 🌐 Vodafone India partnership = 1.1B potential subs $ASTS is moving from demo deployment in real time"  
![@AkinatorAssets Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1938937654911082500.png) [@AkinatorAssets](/creator/x/AkinatorAssets) on [X](/post/tweet/1945879498278248867) 2025-07-17 16:13:19 UTC XXX followers, XXX engagements


"$PEP looks like an exciting opportunity in the food and drinks industry but now also potentially health and wellness With recent health conscious brand acquisitions like Siete and Poppi we think $PEP is positioning itself well with the evolving preferences of the 🌎 when compared to the likes of $KO"  
![@AkinatorAssets Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1938937654911082500.png) [@AkinatorAssets](/creator/x/AkinatorAssets) on [X](/post/tweet/1945797344949141670) 2025-07-17 10:46:52 UTC XXX followers, XXX engagements


"Market Cap Projections of the Mag X by 2030 (based on fundamentals and a fair value calculation): $NVDA $4T ➡ $7T 🟢 $MSFT $3.7T ➡ $5.4T 🟡 $AAPL $3.1T ➡ $3.7T 🔴 $AMZN $2.4T ➡ $3T 🟡 $GOOG $2.1T ➡ $3.8T 🟢 $META $1.8T ➡ $4T 🟢 $TSLA $900B ➡ $234B 🔴 Rules for calculation: 1) using todays revenue growth profit margins and P/E ratio for projections 2) if revenue growth XX% ➡ CAGR capped @ XX% 3) if P/E XX ➡ P/E capped @ XX Notes: 1/ we expect $NVDA growth rates to stay above XX% and for the market to pay a premium but profit margins may go down 2/ we expect $AMZN to improve profit margins"  
![@AkinatorAssets Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1938937654911082500.png) [@AkinatorAssets](/creator/x/AkinatorAssets) on [X](/post/tweet/1943379360804716730) 2025-07-10 18:38:40 UTC XXX followers, XXX engagements


"5 Bull Case Summary 🐂 🚀 Record Q2 performance 📈 Raised 2025 guidance 🏭 $42B global fab expansion 🔬 2nm production in H2 🤖 High-margin AI chip demand 🌍 Risk diversification via geographic expansion $TSM is executing flawlessly at a time when AI needs them more than ever"  
![@AkinatorAssets Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1938937654911082500.png) [@AkinatorAssets](/creator/x/AkinatorAssets) on [X](/post/tweet/1945865896796578247) 2025-07-17 15:19:16 UTC XXX followers, XX engagements


"3/10🚀 $ASTS is led by founder & CEO Abel Avellan a proven space-tech entrepreneur. Avellan holds XX U.S. patents was named Satellite Executive of the Year and secured major $ASTS backers: AT&T Vodafone Google Rakuten. Hes also a UN Broadband Commissioner working with NASA SpaceX & universities. Execution risk existsbut this leadership isnt unproven. ✅"  
![@AkinatorAssets Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1938937654911082500.png) [@AkinatorAssets](/creator/x/AkinatorAssets) on [X](/post/tweet/1945879499918192746) 2025-07-17 16:13:20 UTC XXX followers, XXX engagements


"6 But Not Without Risks 🐻 $TSM 🌏 Geopolitical tension with China over Taiwan remains a real existential risk US-China trade issues + tariffs may strain operations 🏗 Global expansion brings higher costs (US/Europe fab overheads) 💱 Stronger currency may hurt USD-reported earnings 🔗 Supply chain remains fragile despite diversification"  
![@AkinatorAssets Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1938937654911082500.png) [@AkinatorAssets](/creator/x/AkinatorAssets) on [X](/post/tweet/1945865899526746267) 2025-07-17 15:19:17 UTC XXX followers, XX engagements


"7 Investment Takeaway $TSM is arguably the most systemically important company in global tech. Its central to the AI revolution delivering huge growth and executing flawlessly. But you must factor in the Taiwan geopolitical overhang. A+ fundamentals A+ leadership B- geopolitical risk. Invest accordingly"  
![@AkinatorAssets Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1938937654911082500.png) [@AkinatorAssets](/creator/x/AkinatorAssets) on [X](/post/tweet/1945865903280672810) 2025-07-17 15:19:18 UTC XXX followers, XXX engagements


"1/9 📊 INVESTMENT THESIS $NIO $NIO is a high-risk high-reward play in the EV space. Backed by strong delivery growth and tech differentiation via battery swaps and autonomous driving $NIO is carving out a niche in the premium EV segment. But with steep losses brutal competition and an eye-watering XXXXXX debt-to-equity ratio investors should tread carefully. Profitability in Q4 2025 is the make-or-break catalyst"  
![@AkinatorAssets Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1938937654911082500.png) [@AkinatorAssets](/creator/x/AkinatorAssets) on [X](/post/tweet/1946245048363786584) 2025-07-18 16:25:53 UTC XXX followers, XXX engagements


"4 2nm Leadership Incoming $TSM is set to begin mass production of 2nm chips in 2H25 per TrendForce. This puts them 2+ years ahead of most competitors. Why it matters: Shrinking nodes = better power & efficiency Only TSM Samsung and Intel are even close to this frontier For cutting-edge AI workloads this leadership is vital"  
![@AkinatorAssets Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1938937654911082500.png) [@AkinatorAssets](/creator/x/AkinatorAssets) on [X](/post/tweet/1945865893616951345) 2025-07-17 15:19:16 UTC XXX followers, XX engagements


"AI agents in production will make token consumption increase exponentially 📈 Todays traditional LLM usage relies on api calls or single invocations via chatbots. AI agents due their ability to think will be making these api calls by themselves leading to a loop of token consumption Very exciting and bullish times for $AMD $NVDA $TSM"  
![@AkinatorAssets Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1938937654911082500.png) [@AkinatorAssets](/creator/x/AkinatorAssets) on [X](/post/tweet/1945933040846241945) 2025-07-17 19:46:05 UTC XXX followers, XXX engagements


"5/9 🏰 COMPETITIVE MOAT $NIO Defensive: 🔋 Battery Swap Tech switching costs + ecosystem lock-in 🤝 CATL + Chery partnerships 💎 Premium brand loyalty Offensive: Europe expansion (7 new markets in 2526) 🔌 Grid-balancing services via BaaS 🛻 Full vehicle lineup + tech stack $NIOs moat is real but its durability depends on execution"  
![@AkinatorAssets Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1938937654911082500.png) [@AkinatorAssets](/creator/x/AkinatorAssets) on [X](/post/tweet/1946245055343112452) 2025-07-18 16:25:55 UTC XXX followers, XXX engagements


"2/📊 Investment Thesis $ACHR $ACHR is an ambitious bet on the future of urban air mobility. ✅ Strong partners (United Stellantis Palantir) ✅ $2B liquidity runway ✅ Factory built and ready ⚠ No revenue yet ⚠ High debt ⚠ Fierce competition The setup A binary outcome with asymmetric potential by 2025. $PLTR $UAL $STLA"  
![@AkinatorAssets Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1938937654911082500.png) [@AkinatorAssets](/creator/x/AkinatorAssets) on [X](/post/tweet/1944814155921281435) 2025-07-14 17:40:02 UTC XXX followers, XXX engagements


"@Tech_Investor20 We ❤ $HIMS & ratings like this often set the stage for short squeezes and outsized returns especially when fundamentals remain strong 💪 These moments are gifts to accumulate on dips 📉➡📈 S/O BOA 🗣"  
![@AkinatorAssets Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1938937654911082500.png) [@AkinatorAssets](/creator/x/AkinatorAssets) on [X](/post/tweet/1946164397186896257) 2025-07-18 11:05:24 UTC XXX followers, 1156 engagements


"5/10 🐻 BEAR CASE $ASTS ⚠ Still largely pre-revenue: $718K vs. $18.7B valuation 🚨 Starlink competition w/ lower costs & more launch capacity 📉 Price/Book = XXXXX Forward P/E = -XXXXX 💣 Debt/Equity = XXXXX rising financial risk 🧩 Needs dozens more satellites for global coverage 🗣 SpaceX called $ASTS a "meme stock" competitive tension rising Execution must be perfect"  
![@AkinatorAssets Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1938937654911082500.png) [@AkinatorAssets](/creator/x/AkinatorAssets) on [X](/post/tweet/1945879503219151349) 2025-07-17 16:13:20 UTC XXX followers, XXX engagements


"6/🐻 Bear Case $ACHR Risks to watch with $ACHR: 📉 Forward P/E = -XXXXX (no profit in sight) ⚠ XXXX debt/equity = heavy leverage 🛠 Production targets (465 by 2030) may be ambitious ⚔ Joby Lilium Eve Vertical are all racing to market 📉 Analyst PT avg = $XXXX vs $XXXXX now Optimism may be overbaked into $ACHRs current price"  
![@AkinatorAssets Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1938937654911082500.png) [@AkinatorAssets](/creator/x/AkinatorAssets) on [X](/post/tweet/1944814163114778813) 2025-07-14 17:40:04 UTC XXX followers, XXX engagements


"8/9 💸 FINANCIAL SNAPSHOT $NIO ❌ -XXXX% profit margin ❌ -XXXXX price-to-book ❌ Debt/Equity = XXXXXX ✅ Revenue growth via ONVO and new models 📉 Q4 2025 is targeted profitability failure to hit this could trigger another selloff $NIOs path to sustainability is steep but not impossible"  
![@AkinatorAssets Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1938937654911082500.png) [@AkinatorAssets](/creator/x/AkinatorAssets) on [X](/post/tweet/1946245060124643475) 2025-07-18 16:25:56 UTC XXX followers, XXX engagements


"Is that an upcoming golden cross we spy for $GOOGL 👀✝ The last time we had a similar setup the price went from $XXX to $XXX The base case ➡ beat $SPY The 🐂 case ➡ great returns + being a shareholder in one of the leaders of AI tech streaming and more Technical analysis is showing that the XX & XXX day MA may have flipped to support but the RSI is high and there is a potential bearish crossover if youre looking to time your entry We ❤ $GOOGL"  
![@AkinatorAssets Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1938937654911082500.png) [@AkinatorAssets](/creator/x/AkinatorAssets) on [X](/post/tweet/1944591221889855646) 2025-07-14 02:54:10 UTC XXX followers, XXX engagements


"The $AMZN stake in @AnthropicAI will expand cloud revenue and position AWS as a leader in AI: 1) Two LLM bets: Claude + Nova 2) In-house chips (Tranium Inferentia) + $NVDA/$AMD support 3) Best-in-class infra via AWS 4) Deep robotics + agentic AI advantage 5) Claude = strong rival to $GOOG Gemini $MSFT OpenAI"  
![@AkinatorAssets Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1938937654911082500.png) [@AkinatorAssets](/creator/x/AkinatorAssets) on [X](/post/tweet/1946223025516589258) 2025-07-18 14:58:23 UTC XXX followers, XXX engagements


"Why the LLM race is just getting started & why $SMH is the real winner 🚀 X. Grok is now in the lead outperforming Claude Gemini and ChatGPT in benchmarks and reasoning. But how long until the next model outperforms X. Claude Gemini and ChatGPT have all worn the crown recently and you can bet theyre gunning for it 👑 X. $MSFT $META $AMZN and xAI arent playing for 2nd place theyre building full-stack AI moats 🏰 X. Expect rapid consolidation: startups will be acquired just like how theres a lot of buzz around $AAPL acquiring @perplexity_ai 💰 X. The pace will keep accelerating: what looks like"  
![@AkinatorAssets Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1938937654911082500.png) [@AkinatorAssets](/creator/x/AkinatorAssets) on [X](/post/tweet/1943350395725578549) 2025-07-10 16:43:34 UTC XXX followers, XXX engagements


"Why $AMZN s increased stake in @AnthropicAI cements it as a key player in AI ⛹♂🤖 1) @AnthropicAIs Claude models are in competition with $MSFT OpenAI and $GOOGL Gemini models to be the best LLM in the world 🌎 2) $AMZN has two horses in the LLM race Anthropic Claude and the $AMZN Nova family of models 🐎 3) $AMZN offers the worlds leading cloud infrastructure that @AnthropicAI will use to scale. $AMZN Tranium and Inferentia chips allow Anthropic to use in-house hardware for model training and inference ⚡🔋 4) $AMZN has several paths for supporting inference as token usage scales including"  
![@AkinatorAssets Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1938937654911082500.png) [@AkinatorAssets](/creator/x/AkinatorAssets) on [X](/post/tweet/1945674975496593867) 2025-07-17 02:40:37 UTC XXX followers, XXX engagements


"1/10 📡 INVESTMENT THESIS $ASTS $ASTS is pioneering space-based broadband delivering 4G/5G speeds directly to unmodified smartphones. Backed by AT&T Verizon Vodafone & Google it's launched X commercial satellites and plans new launches every XX months in 2025. 🔺 +312.92% in XX months 📈 Still pre-profit but early revenue is now flowing. High risk. Huge TAM. Binary outcome potential"  
![@AkinatorAssets Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1938937654911082500.png) [@AkinatorAssets](/creator/x/AkinatorAssets) on [X](/post/tweet/1945879494998581287) 2025-07-17 16:13:18 UTC XXX followers, XXX engagements


"3. 🐂 BULL CASE $ASML Why bulls like it long-term: Monopoly in EUV tech XXXX% gross margins in Q2 Dominates chip tools for AI HPC mobile $3035B 2025 revenue target Massive tailwinds from AI/datacenter spending High-NA EUV rollout = next growth cycle"  
![@AkinatorAssets Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1938937654911082500.png) [@AkinatorAssets](/creator/x/AkinatorAssets) on [X](/post/tweet/1945543736722694238) 2025-07-16 17:59:07 UTC XXX followers, XX engagements


"2/9 🤖 TECH + STRATEGY EDGE $NIO $NIOs biggest differentiator Battery Swap Tech. With 2400+ global stations and plans to hit 1000 more outside China by 2025 its solving range anxiety in a unique way. The Banyan 3.1.0 autonomous driving system also offers full-stack innovation while the ONVO brand extends $NIOs reach beyond premium buyers"  
![@AkinatorAssets Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1938937654911082500.png) [@AkinatorAssets](/creator/x/AkinatorAssets) on [X](/post/tweet/1946245050113081595) 2025-07-18 16:25:54 UTC XXX followers, XXX engagements


"3 $XX Billion Expansion $TSM is scaling fast. Theyre investing $42B in 2025 alone to build nine new advanced fabs in Taiwan the US Japan and Germany. This global footprint: Diversifies risk Increases capacity Eases customer concerns on supply chain stability TSM isnt playing defense. Theyre on offense"  
![@AkinatorAssets Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1938937654911082500.png) [@AkinatorAssets](/creator/x/AkinatorAssets) on [X](/post/tweet/1945865890458927488) 2025-07-17 15:19:15 UTC XXX followers, XX engagements


"@StockMKTNewz 1a. Gemini 1b. Claude 1c. ChatGPT Ultimate winner: $AMD $NVDA $AMZN and those providing AI infrastructure support for model training and inference"  
![@AkinatorAssets Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1938937654911082500.png) [@AkinatorAssets](/creator/x/AkinatorAssets) on [X](/post/tweet/1945554100101296303) 2025-07-16 18:40:18 UTC XXX followers, XXX engagements


"@The_AI_Investor $NVDA $AMD $TSM and the rest of $SMH are primed to continue their generational run 🏃♂"  
![@AkinatorAssets Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1938937654911082500.png) [@AkinatorAssets](/creator/x/AkinatorAssets) on [X](/post/tweet/1942613794733068498) 2025-07-08 15:56:35 UTC XXX followers, XXX engagements


"📊 EXECUTIVE SUMMARY Rocket Lab ($RKLB) has cemented itself as a leading player in the commercial space race. With major government contracts XX% YoY revenue growth and Neutron rocket development underway the company is hitting escape velocity but challenges remain. Heres what investors need to know:"  
![@AkinatorAssets Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1938937654911082500.png) [@AkinatorAssets](/creator/x/AkinatorAssets) on [X](/post/tweet/1946181188873306574) 2025-07-18 12:12:08 UTC XXX followers, XX engagements


"🐂 indicator for semiconductor designers like $AMD & $NVDA $TSM revenue and guide - $AMD and $NVDA revenue and guide 👀 This is a great signal for the rest of this earnings season for $SMH and the broader tech market CapEx spending for Mag X is only increasing $AMZN $MSFT $GOOG $TSLA $META"  
![@AkinatorAssets Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1938937654911082500.png) [@AkinatorAssets](/creator/x/AkinatorAssets) on [X](/post/tweet/1945843914142872014) 2025-07-17 13:51:55 UTC XXX followers, XXX engagements


"🐂 THE BULL CASE ✅ $5.6B NSSL Contract Selected by the U.S. Space Force for Phase X of the National Security Space Launch program validation at the highest level. ✅ Blazing Revenue Growth Q1 2025 revenue: $123M up XX% YoY. Space systems and launch demand both accelerating. ✅ Neutron Rocket Momentum Secured contracts with NASA and the U.S. Space Force moving into medium-lift and expanding its TAM to $15B. ✅ Monster Stock Performance Up XXX% in the past year. +89% just this month. Clear investor conviction and institutional rotation into space. ✅ Diversified Revenue Model Not just a launch"  
![@AkinatorAssets Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1938937654911082500.png) [@AkinatorAssets](/creator/x/AkinatorAssets) on [X](/post/tweet/1946181191335342450) 2025-07-18 12:12:08 UTC XXX followers, XX engagements


"@ns123abc The need for $NVDA $AMD $GOOGL $AMZN AI chips is only increasing with the following on the horizon 🌅🚀 1) AI Agents 2) Robotics 3) LLM Wars 4) Data Growth 5) AI Devices"  
![@AkinatorAssets Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1938937654911082500.png) [@AkinatorAssets](/creator/x/AkinatorAssets) on [X](/post/tweet/1946535540485935541) 2025-07-19 11:40:12 UTC XXX followers, XXX engagements


"@tlake11 @StockSavvyShay Even though Waymo is off to a great start we think this market will more likely reflect a duopoly than a monopoly with the key players being $GOOG Waymo and $TSLA ( is definitely a player too)"  
![@AkinatorAssets Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1938937654911082500.png) [@AkinatorAssets](/creator/x/AkinatorAssets) on [X](/post/tweet/1945851218665853208) 2025-07-17 14:20:57 UTC XXX followers, XX engagements


"🧵 $TSM Deep Dive Taiwan Semi Just Crushed Q2 Taiwan Semiconductor just reported Q2 earnings and they werent just good they were record-breaking. Profits surged XX% guidance was raised and management is going all-in on AI with a $42B expansion plan. Lets dive into why $TSM is one of the most important company on Earth 👇 #AkinatorAssets"  
![@AkinatorAssets Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1938937654911082500.png) [@AkinatorAssets](/creator/x/AkinatorAssets) on [X](/post/tweet/1945865879117312385) 2025-07-17 15:19:12 UTC XXX followers, XXX engagements


"@StockMKTNewz Almost there and many more trillion to go for $NVDA and the rest of $SMH"  
![@AkinatorAssets Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1938937654911082500.png) [@AkinatorAssets](/creator/x/AkinatorAssets) on [X](/post/tweet/1942696338128355428) 2025-07-08 21:24:35 UTC XXX followers, XXX engagements


"Is a golden cross forming for $GOOGL 👀✝ Last time we saw a setup like this the stock doubled from $XXX to $XXX. Our base case ➡ outperform $SPY Bull case ➡ strong upside plus long-term exposure to a leader in AI tech streaming and more. From a technical standpoint the 50- and 200-day moving averages appear to have flipped into support. But heads up RSI is running hot and theres a possible bearish crossover ahead if youre trying to time your entry. Were long and strong on $GOOGL ❤"  
![@AkinatorAssets Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1938937654911082500.png) [@AkinatorAssets](/creator/x/AkinatorAssets) on [X](/post/tweet/1945973860836520242) 2025-07-17 22:28:17 UTC XXX followers, XXX engagements


"@TrendSpider $ASML is the backbone of the AI ecosystem with their proprietary EUV technology We dont mind a sale on $ASML as it will 2x over the next X years"  
![@AkinatorAssets Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1938937654911082500.png) [@AkinatorAssets](/creator/x/AkinatorAssets) on [X](/post/tweet/1945459156711780639) 2025-07-16 12:23:02 UTC XXX followers, XXX engagements


"At this point AI compute is one of the best markets for investors as supply simply cant meet demand This is part of the reason why were so bullish on $NVDA $AMD $SMH There are significant constraints for training and inference with the potential of AI agents increasing token usage exponentially 📈"  
![@AkinatorAssets Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1938937654911082500.png) [@AkinatorAssets](/creator/x/AkinatorAssets) on [X](/post/tweet/1945534160342323225) 2025-07-16 17:21:04 UTC XXX followers, XXX engagements


"6/10 🧠 ANALYTICAL TAKE $ASTS $ASTS is trying something no one else has done at scale: broadband via satellite to unmodified phones. $ASTS is rapidly de-risking its business by locking in key enablers for global expansion: Financially stronger: Raised $100M non-dilutive capital and repurchased $225M in convertible debt; boosting liquidity and reducing future obligations. Spectrum secured: Gained long-term access to XX MHz of premium spectrum in North America; a major regulatory and capacity win. Global footprint expanding: Signed a strategic partnership with Vodafone Idea (India); opening"  
![@AkinatorAssets Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1938937654911082500.png) [@AkinatorAssets](/creator/x/AkinatorAssets) on [X](/post/tweet/1945879504859082947) 2025-07-17 16:13:21 UTC XXX followers, XXX engagements


"2 Massive Guidance Raise $TSM raised its 2025 outlook citing explosive AI demand. According to Bloomberg management expects continued strength through year-end with AI customers lining up for capacity. This is not a one-off quarter. Its a clear signal: AI infrastructure demand is real and TSM sits at the center"  
![@AkinatorAssets Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1938937654911082500.png) [@AkinatorAssets](/creator/x/AkinatorAssets) on [X](/post/tweet/1945865885979230376) 2025-07-17 15:19:14 UTC XXX followers, XX engagements


"3/9 🐂 BULL CASE $NIO ✅ 42094 Q1 deliveries up XXXX% YoY ✅ 2400+ battery swap stations globally ✅ Cutting-edge ADAS via Banyan 3.1.0 ✅ Strategic partnerships (Chery CATL) building out the swap ecosystem ✅ Multi-brand strategy via ONVO boosts market coverage $NIO is innovating fast and thats bullish"  
![@AkinatorAssets Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1938937654911082500.png) [@AkinatorAssets](/creator/x/AkinatorAssets) on [X](/post/tweet/1946245051761230291) 2025-07-18 16:25:54 UTC XXX followers, XXX engagements


"@TheLongInvest Missed this one and $ELF during the liberation day slaughtering On to the next one 🌊"  
![@AkinatorAssets Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1938937654911082500.png) [@AkinatorAssets](/creator/x/AkinatorAssets) on [X](/post/tweet/1942569591235891525) 2025-07-08 13:00:56 UTC XXX followers, XXX engagements


"🧵3/ BULL CASE $HIMS 🐂 BULL CASE: 1.Exceptional Revenue Growth Trajectory: $HIMS has delivered XXXXX% YoY revenue growth. Its Q1 2025 earnings highlighted millions of people turning to us and incredible momentum a clear signal of strong consumer adoption and traction. 2.GLP-1 Expansion Success: $HIMS is a key player in offering FDA-approved GLP-1 medications for weight loss via telehealth. With personalized plans and licensed professionals management expects $725M in weight loss revenue alone in 2025. 3.Industry Tailwinds: The global telehealth market is projected to reach $455.27B by 2030"  
![@AkinatorAssets Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1938937654911082500.png) [@AkinatorAssets](/creator/x/AkinatorAssets) on [X](/post/tweet/1942972931992174723) 2025-07-09 15:43:40 UTC XXX followers, XXX engagements


"6/9 ⚔ COMPETITIVE LANDSCAPE $NIO Tesla stronger global brand + Supercharger dominance BYD 800k export target in 2025 cost leader via vertical integration XPeng tech-savvy & price competitive Li Auto extended-range models eat into SUV market BMW/Mercedes/Audi electrifying the luxury playbook $NIO must scale while preserving its tech edge and premium feel. $TSLA $BYDDY $XPEV $LI $BMWKY $MBGYY"  
![@AkinatorAssets Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1938937654911082500.png) [@AkinatorAssets](/creator/x/AkinatorAssets) on [X](/post/tweet/1946245057020830115) 2025-07-18 16:25:55 UTC XXX followers, XXX engagements


"So BofA has a buy rating on $UBER but an underperform rating on $HIMS $UBER is years behind in the autonomous vehicles market when compared to $GOOG Waymo and $TSLA Robotaxi $HIMS is a pioneer in telehealth revolutionizing how patients will consume and optimize their healthcare Someone please make it make sense @Tech_Investor20 @TheLongInvest @NighthawkTradez"  
![@AkinatorAssets Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1938937654911082500.png) [@AkinatorAssets](/creator/x/AkinatorAssets) on [X](/post/tweet/1946221113027248138) 2025-07-18 14:50:47 UTC XXX followers, XXX engagements


"4/10 🐂 BULL CASE $ASTS ✅ X BlueBird satellites deployed successfully 🚀 New launch every XX months through 2025 📡 Major carrier partners: AT&T Verizon Vodafone Google 🌏 Expanding into India 1.1B sub potential via Vodafone Idea 📜 FCC greenlit service testing in the U.S. 💰 Q1 revenue: $718K (+43.6% QoQ) early monetization is here Momentum is building fast. $GOOG $T $VZ $VOD"  
![@AkinatorAssets Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1938937654911082500.png) [@AkinatorAssets](/creator/x/AkinatorAssets) on [X](/post/tweet/1945879501734314432) 2025-07-17 16:13:20 UTC XXX followers, XXX engagements


"4. 🐻 BEAR CASE $ASML What bears are watching: 📉 -XX% YoY stock drop 💰 Cash down to 7.25B from 12.7B Q3 guide missed consensus (7.47.9B) 2026 revenue growth now "uncertain" Valuation still rich (P/E XXXXX P/B 17.84) Its a fantastic businessbut not immune to the chip cycle"  
![@AkinatorAssets Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1938937654911082500.png) [@AkinatorAssets](/creator/x/AkinatorAssets) on [X](/post/tweet/1945543738706542700) 2025-07-16 17:59:08 UTC XXX followers, XX engagements


"1 Overview: The Worlds Foundry TSMC $TSM is the backbone of modern tech. It manufactures XX% of the worlds most advanced chips powering everything from iPhones to AI clusters. In Q2 2025 it posted: XX% profit growth XXXX% YoY revenue growth GrossProfit margins near XX% And theyre just getting started"  
![@AkinatorAssets Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1938937654911082500.png) [@AkinatorAssets](/creator/x/AkinatorAssets) on [X](/post/tweet/1945865882296541641) 2025-07-17 15:19:13 UTC XXX followers, XX engagements


"Visual of the tailwinds of the AI inference market over the coming years 💨🚀 $NVDA $AMD $AMZN $TSM $SMH"  
![@AkinatorAssets Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1938937654911082500.png) [@AkinatorAssets](/creator/x/AkinatorAssets) on [X](/post/tweet/1942798721592483964) 2025-07-09 04:11:25 UTC XXX followers, 2545 engagements


"7 Tech Stocks Where The Rewards Outweigh The Risks ⚖💸 1) $GOOGL: leader in AI search tech 2) $META: leader in social founder-led 3) $MU: leader in memory chips for AI 4) $ASML: one of the deepest moats 5) $OSCR: tech plus health insurance 6) $HIMS: revolutionizing DTC medicine 7) $AMZN: leader in tech & e-commerce"  
![@AkinatorAssets Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1938937654911082500.png) [@AkinatorAssets](/creator/x/AkinatorAssets) on [X](/post/tweet/1946534319016554861) 2025-07-19 11:35:21 UTC XXX followers, XXX engagements


"🧵6/ MOAT STRUCTURE $HIMS 🛡 DEFENSIVE MOATS Brand Recognition: $HIMS has become a household name for D2C telehealth. Benchambers Investing notes its vertically integrated infrastructure and expanding product offerings make it well-positioned against new entrants. Integrated Infrastructure: $HIMS runs a proprietary EMR system a robust network of 1400+ providers and its own fulfillment network a vertically integrated setup few rivals can match. (Alpha Monk) Regulatory Compliance: $HIMS has already navigated complex telehealth regulations. This expertise is a barrier to entry for less"  
![@AkinatorAssets Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1938937654911082500.png) [@AkinatorAssets](/creator/x/AkinatorAssets) on [X](/post/tweet/1942972940917899382) 2025-07-09 15:43:42 UTC XXX followers, XXX engagements


"📈 $HIMS IS CATCHING EYES TODAY With news breaking of $HIMS expanding into Canada the stock is back in the spotlight. But behind the headlines is this just another telehealth hype play or a long-term winner with real teeth Lets break down the bull & bear case for $HIMS in a deep dive 🧵👇 🧵1/ INVESTMENT TAKEAWAY $HIMS presents a compelling but high-risk investment opportunity in the rapidly expanding telehealth sector. The companys exceptional revenue growth successful expansion into weight management services and strong market positioning support a bullish outlook. However the premium"  
![@AkinatorAssets Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1938937654911082500.png) [@AkinatorAssets](/creator/x/AkinatorAssets) on [X](/post/tweet/1942972929139978607) 2025-07-09 15:43:39 UTC XXX followers, 1755 engagements


"7/9 🌍 MARKET POSITIONING $NIO 🚗 Premium EV maker in China with global ambitions 📈 24925 June deliveries (+17.5% YoY) 🌐 Europe entry = long-term upside 📦 Battery-as-a-Service (BaaS) recurring revenue 🏠 NIO Houses/Spaces build brand affinity $NIO is more than a car its a lifestyle brand in the EV age"  
![@AkinatorAssets Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1938937654911082500.png) [@AkinatorAssets](/creator/x/AkinatorAssets) on [X](/post/tweet/1946245058526585006) 2025-07-18 16:25:56 UTC XXX followers, XXX engagements


"@TheLongInvest Were still early 🕰 the next 🌊 of AI demand will be driven by: 1) Autonomous agents 2) Intelligent machines 3) Edge-deployed LLMs $AMD is quietly building the toolkit for this future by offering smart performance at the right price Strap in 🚀"  
![@AkinatorAssets Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1938937654911082500.png) [@AkinatorAssets](/creator/x/AkinatorAssets) on [X](/post/tweet/1946227828904595533) 2025-07-18 15:17:28 UTC XXX followers, 3380 engagements


"After yesterdays inconclusive guide from $ASML that indicated the potential for no growth its great to see $TSM guiding above what the street expected. Even though we know AI (inference) is still in its early innings its comforting as an investor to see this guide. $TSM is the intersection point between all other components of $SMH so this is 🐂ish for $NVDA and $AMD when it comes to predicting chip demand"  
![@AkinatorAssets Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1938937654911082500.png) [@AkinatorAssets](/creator/x/AkinatorAssets) on [X](/post/tweet/1945795138267070764) 2025-07-17 10:38:06 UTC XXX followers, XXX engagements


"$GOOGL sentiment reminds us of $META in 2022 and $MSFT in 2013 as youre calling out ➡ Undervalued and underestimated. The moat is still deep: 🧠 Gemini: rival to ChatGPT already beating it in key benchmarks ⚙ TPUs: vertical AI stack from training to inference 🔍 Search: still dominant but discounted due to LLM hype 📺 YouTube: 2nd biggest search engine + streaming powerhouse 📡 YouTubeTV: a quiet leader in streaming rivaling $NFLX 📱 Android: vertical distribution for @GeminiApp at scale 🚗 Waymo: competing $TSLA in autonomy 👀 Dont sleep on $GOOGL"  
![@AkinatorAssets Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1938937654911082500.png) [@AkinatorAssets](/creator/x/AkinatorAssets) on [X](/post/tweet/1946203317040042420) 2025-07-18 13:40:04 UTC XXX followers, XXX engagements


"7/🧠 Moat & Durability $ACHR $ACHRs competitive edge: 🛡 Defensive moats: United Airlines partnership Certification progress (barrier to entry) Strong brand + early IP lead ⚔ Offensive moats: Urban-first strategy Scalable manufacturing Public market access to capital $ACHR must execute fast to stay ahead"  
![@AkinatorAssets Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1938937654911082500.png) [@AkinatorAssets](/creator/x/AkinatorAssets) on [X](/post/tweet/1944814165094195216) 2025-07-14 17:40:04 UTC XXX followers, XXX engagements


"4/9 🐻 BEAR CASE $NIO ⚠ -XXXX% profit margin ⚠ Stock down XX% YTD ⚠ Intense EV price war in China vs BYD Tesla and now Xiaomi ⚠ Negative forward P/E (-5.21) P/B (-25.31) and massive debt load ⚠ Falling market share despite delivery growth Without margin improvement $NIO remains a speculative bet"  
![@AkinatorAssets Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1938937654911082500.png) [@AkinatorAssets](/creator/x/AkinatorAssets) on [X](/post/tweet/1946245053602787704) 2025-07-18 16:25:54 UTC XXX followers, XXX engagements


"7/10 🏰 MOAT STRENGTH $ASTS Defensive: Patented large-aperture satellite tech Strategic deals with AT&T Vodafone Verizon FCC greenlight regulatory head start First-mover in real broadband D2D Offensive: Direct-to-phone w/ 4G/5G speeds Carrier network effects India expansion = scale But Starlinks launch economics and funding firepower remain a real threat"  
![@AkinatorAssets Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1938937654911082500.png) [@AkinatorAssets](/creator/x/AkinatorAssets) on [X](/post/tweet/1945879506427798004) 2025-07-17 16:13:21 UTC XXX followers, XXX engagements


"1/🚁 Archer Aviation Deep Dive $ACHR A high-risk high-reward moonshot in the emerging flying car space. Is $ACHR the Tesla of the skies or just another SPAC dream Lets unpack what makes $ACHR one of the most exciting (and speculative) names in the eVTOL race 🧵👇 $TSLA"  
![@AkinatorAssets Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1938937654911082500.png) [@AkinatorAssets](/creator/x/AkinatorAssets) on [X](/post/tweet/1944814154214203771) 2025-07-14 17:40:01 UTC XXX followers, 1043 engagements


"3/🤖 Strategic Positioning $ACHR $ACHR aims to dominate short-range city-based air taxi transport. 🌆 Target: urban mobility 🛫 Initial launch in UAE (regulatory edge) 🤝 Backed by United Airlines 🏭 400000 sq ft Georgia facility ready for 2025 production $ACHR is building not just aircraftbut an ecosystem"  
![@AkinatorAssets Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1938937654911082500.png) [@AkinatorAssets](/creator/x/AkinatorAssets) on [X](/post/tweet/1944814158203248967) 2025-07-14 17:40:02 UTC XXX followers, XXX engagements


"6. 📈 MARKET POSITIONING $ASML $ASML is the bottleneck for advanced chips. $313B market cap Only supplier for sub-7nm nodes Key enabler of AI HPC cloud chips High-NA EUV systems shipping to Intel Samsung Global fabs can't scale without $ASML This is the "picks and shovels" play for semis"  
![@AkinatorAssets Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1938937654911082500.png) [@AkinatorAssets](/creator/x/AkinatorAssets) on [X](/post/tweet/1945543742447817065) 2025-07-16 17:59:09 UTC XXX followers, XX engagements


"@TheValueTrade $IREN all day Bitcoin miner + AI infra"  
![@AkinatorAssets Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1938937654911082500.png) [@AkinatorAssets](/creator/x/AkinatorAssets) on [X](/post/tweet/1944421548032438754) 2025-07-13 15:39:57 UTC XXX followers, XX engagements


"🚀 $RKLB ROCKETS PAST $XX WHAT NOW Rocket Lab is on fire. 📈 Up XXX% in the past year 📡 Locking down billion-dollar defense contracts 🛰 Poised to rival SpaceX in key verticals Lets break down whats really going on under the hood and whether the upside is just getting started 🧵"  
![@AkinatorAssets Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1938937654911082500.png) [@AkinatorAssets](/creator/x/AkinatorAssets) on [X](/post/tweet/1946181185962451409) 2025-07-18 12:12:07 UTC XXX followers, XXX engagements


"8/⚔ Competitive Landscape $ACHR How $ACHR stacks up: 🏁 Top rivals: $JOBY longer range more advanced FAA status $LILM jet-powered EU play $EVEX Embraer-backed $EVTL strong UK airline orders $ACHRs edge: Urban focus + first-mover UAE entry + UAL partnership"  
![@AkinatorAssets Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1938937654911082500.png) [@AkinatorAssets](/creator/x/AkinatorAssets) on [X](/post/tweet/1944814167082336410) 2025-07-14 17:40:04 UTC XXX followers, XXX engagements


"9/9 🧠 FINAL TAKE $NIO At $XXXX $NIO trades far below its 52-week highs a potential value trap or a long-term 10x If you believe in battery swap autonomous tech and China's premium EV shift $NIO could be worth a small speculative allocation. But be warned: the risks are as electric as the rewards ⚡"  
![@AkinatorAssets Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1938937654911082500.png) [@AkinatorAssets](/creator/x/AkinatorAssets) on [X](/post/tweet/1946245061823308058) 2025-07-18 16:25:56 UTC XXX followers, XXX engagements


"The talk around $GOOGL is slowly shifting away from how the search moat is threatened to how investors are forgetting about the following revenue streams: - streaming (youtube tv and youtube) - cloud - waymo - android - ai hardware - and so much more We spy a golden cross incoming 👀✝ $GOOGL"  
![@AkinatorAssets Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1938937654911082500.png) [@AkinatorAssets](/creator/x/AkinatorAssets) on [X](/post/tweet/1945677115833111027) 2025-07-17 02:49:08 UTC XXX followers, XXX engagements


"8 Final Thought 💡 $TSM isnt just riding the AI wave it built the board. If you believe in AI and are willing to stomach some geopolitical risk this could be one of the most important long-term bets on the market today. Follow @AkinatorAssets for more deep dives like this 🧠📈 #TSM #AI #Semiconductors #Investing"  
![@AkinatorAssets Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1938937654911082500.png) [@AkinatorAssets](/creator/x/AkinatorAssets) on [X](/post/tweet/1945865906607083649) 2025-07-17 15:19:19 UTC XXX followers, XXX engagements


"Between $GOOG Waymo and $TSLA robotaxi we think $UBER has been left in the dust 🏎💨 We simply dont understand how $UBER and $LYFT will stay relevant as Waymo/ $TSLA corner the market and steal market share away from $UBER Between first movers advantage for AVs and the data $TSLA and Waymo are collecting we think $UBER is facing a tough uphill battle"  
![@AkinatorAssets Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1938937654911082500.png) [@AkinatorAssets](/creator/x/AkinatorAssets) on [X](/post/tweet/1945828658540868023) 2025-07-17 12:51:18 UTC XXX followers, 1727 engagements


"7. ⚔ COMPETITIVE LANDSCAPE $ASML Whos trying to catch $ASML 📉 Canon/Nikon: legacy DUV no EUV ⚙ Applied Materials: adjacent process steps  China: racing to replicate still 5+ years behind 🧪 Lam Research: complements not competes Verdict: No real EUV rival. $ASML plays in its own league"  
![@AkinatorAssets Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1938937654911082500.png) [@AkinatorAssets](/creator/x/AkinatorAssets) on [X](/post/tweet/1945543744826020076) 2025-07-16 17:59:09 UTC XXX followers, XXX engagements