#  @ChipsSaas Chips & SaaS Chips & SaaS posts on X about $smh, $sox, $igv, $clou the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours. ### Engagements: [---] [#](/creator/twitter::71185856/interactions)  - [--] Week [-----] +57% - [--] Month [------] +174% - [--] Months [------] -41% - [--] Year [-------] -45% ### Mentions: [--] [#](/creator/twitter::71185856/posts_active)  - [--] Week [--] +88% - [--] Month [---] +151% - [--] Months [---] -2.70% - [--] Year [---] +26% ### Followers: [-----] [#](/creator/twitter::71185856/followers)  - [--] Week [-----] +0.12% - [--] Month [-----] +0.61% - [--] Months [-----] +1.60% - [--] Year [-----] +6.80% ### CreatorRank: [---------] [#](/creator/twitter::71185856/influencer_rank)  ### Social Influence **Social category influence** [technology brands](/list/technology-brands) 69.44% [cryptocurrencies](/list/cryptocurrencies) 67.36% [stocks](/list/stocks) 65.97% [exchanges](/list/exchanges) #5362 [countries](/list/countries) 11.81% [events](/list/events) #1104 [finance](/list/finance) 4.17% [travel destinations](/list/travel-destinations) 4.17% [automotive brands](/list/automotive-brands) 2.78% [social networks](/list/social-networks) 1.39% **Social topic influence** [$smh](/topic/$smh) #20, [$sox](/topic/$sox) #1, [$igv](/topic/$igv) #89, [$clou](/topic/$clou) #3, [$tsm](/topic/$tsm) #81, [$nvda](/topic/$nvda) #2202, [events](/topic/events) 16.67%, [$mrvl](/topic/$mrvl) #22, [$aapl](/topic/$aapl) #428, [$amd](/topic/$amd) #406 **Top accounts mentioned or mentioned by** [@antonyleather](/creator/undefined) [@intel](/creator/undefined) [@microntech](/creator/undefined) [@jesselivermore](/creator/undefined) [@macroops](/creator/undefined) [@jcparetsx](/creator/undefined) [@skundojjala](/creator/undefined) [@jenniferzeng97](/creator/undefined) [@kimmonismus](/creator/undefined) [@dividendology](/creator/undefined) [@mooremorrisfan](/creator/undefined) [@ericjhonsa](/creator/undefined) [@reluctantmutant](/creator/undefined) [@glennluk](/creator/undefined) [@ft](/creator/undefined) [@wayneyap](/creator/undefined) [@cerebrassystems](/creator/undefined) [@xhlee23](/creator/undefined) [@robbystarbuck](/creator/undefined) [@lelemslp](/creator/undefined) **Top assets mentioned** [Spacemesh (SMH)](/topic/$smh) [Taiwan Semiconductor (TSM)](/topic/$tsm) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Marvell Technology Inc (MRVL)](/topic/$mrvl) [Apple, Inc. (AAPL)](/topic/$aapl) [Advanced Micro Devices (AMD)](/topic/$amd) [KLA Corp (KLAC)](/topic/$klac) [NXP Semiconductors NV (NXPI)](/topic/$nxpi) [Microsoft Corp. (MSFT)](/topic/$msft) [STMicroelectronics N.V. (STM)](/topic/$stm) [Adobe, Inc. (ADBE)](/topic/$adbe) [Intel Corporation (INTC)](/topic/$intc) [Tower Semiconductor Ltd (TSEM)](/topic/$tsem) [Synopsys, Inc. (SNPS)](/topic/$snps) [IBM (IBM)](/topic/ibm) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Texas Instruments (TXN)](/topic/$txn) [Amphenol Corporation (APH)](/topic/$aph) [AppLovin Corporation (APP)](/topic/$app) [QUALCOMM, Inc. (QCOM)](/topic/$qcom) [Corning Incorporated (GLW)](/topic/$glw) [Astera Labs, Inc. (ALAB)](/topic/$alab) [Axcelis Technologies Inc (ACLS)](/topic/$acls) [Cadence Design Systems Inc (CDNS)](/topic/$cdns) [MKS Instruments Inc (MKSI)](/topic/$mksi) [GlobalFoundries (GFS)](/topic/$gfs) [Fortinet Inc (FTNT)](/topic/$ftnt) [Fastly, Inc. (FSLY)](/topic/$fsly) [Arista Networks Inc (ANET)](/topic/$anet) [Spotify Technology (SPOT)](/topic/$spot) [Zebra Technologies Corp. (ZBRA)](/topic/$zbra) [Block, Inc. (XYZ)](/topic/$xyz) [Crowdstrike Holdings Inc (CRWD)](/topic/$crwd) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Ambarella, Inc. Ordinary Shares (AMBA)](/topic/$amba) [Cajutel (CAJ)](/topic/$caj) [Orochi Network (ON)](/topic/$on) [Asana, Inc. (ASAN)](/topic/$asan) [SAP SE (SAP)](/topic/$sap) [Metadium (META)](/topic/$meta) [Entegris, Inc. (ENTG)](/topic/$entg) [Applied Materials, Inc. (AMAT)](/topic/$amat) [IPG Photonics Corporation (IPGP)](/topic/$ipgp) [Analog Devices, Inc. (ADI)](/topic/$adi) [SkyWater Technology, Inc. (SKYT)](/topic/$skyt) [Twilio, Inc. (TWLO)](/topic/$twlo) [Check Point Software Technologies Ltd (CHKP)](/topic/$chkp) [Rapids (RPD)](/topic/$rpd) [Mario Coin (COIN)](/topic/$coin) [IonQ, Inc. (IONQ)](/topic/$ionq) [Intuit Inc. (INTU)](/topic/$intu) [Okta Inc (OKTA)](/topic/$okta) [Zoom Video Communications Inc (ZM)](/topic/$zm) [ASE Technology Holding Co., Ltd. (ASX)](/topic/$asx) [Arm Holdings plc (ARM)](/topic/$arm) [Netflix Inc (NFLX)](/topic/$nflx) [CyberArk Software Ltd. (CYBR)](/topic/$cybr) [Lam Research Corporation (LRCX)](/topic/$lrcx) [Advanced Energy Industries Inc (AEIS)](/topic/$aeis) [Sensata Technologies Holding plc (ST)](/topic/$st) [Navitas Semiconductor Corporation Common Stock (NVTS)](/topic/$nvts) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Atlassian Corporation PLC (TEAM)](/topic/$team) [Datadog Inc (DDOG)](/topic/$ddog) [Roblox Corp. (RBLX)](/topic/$rblx) [Dynatrace, Inc. (DT)](/topic/$dt) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [TERADATA CORPORATION (TDC)](/topic/$tdc) [Cloudflare, Inc. (NET)](/topic/$net) [Confluent, Inc. (CFLT)](/topic/$cflt) ### Top Social Posts Top posts by engagements in the last [--] hours "1/5 Semiconductor Earnings $SMH $SOX (After NYSE close unless noted) 1/15 Pre-mkt $TSM 1/22 $INTC 1/26 Pre-mkt $ASML 1/27 $TXN 1/28 $APH $LRCX Pre-mkt $GLW 1/29 $AAPL $KLAC $MXL $SNDK Pre-mkt $ALGM $DOW $STM $TMO" [X Link](https://x.com/ChipsSaas/status/2009904542750781644) 2026-01-10T08:25Z [----] followers, [----] engagements "2/5 Semiconductor Earnings $SMH $SOX 2/10 $AEIS $ALAB $DIOD $LSCC $SQNS PreMkt $ENTG 2/11 PreMkt $AVTR $GFS $TSEM 2/12 $AMAT PreMkt $HIMX $IPGP $NVMI 2/17 $ACLS $CDNS $MKSI 2/18 PreMkt $ADI 2/19 $OLED $ONTO $ST PreMkt $SLAB 2/23 $ADEA 2/24 $NVTS 2/25 $NVDA $SKYT $SNPS" [X Link](https://x.com/ChipsSaas/status/2018288711465914377) 2026-02-02T11:41Z [----] followers, [---] engagements "4/5 Europe #Semiconductor Earnings $SMH $SOX 2/3 AT&S $NXPI Siltronic Soitec 2/4 Infineon Melexis 2/5 Linde Nordic 2/10 AMS Osram 2/19 BESI 2/20 Air Liquide 2/26 Aixtron 2/27 BASF 3/3 ASMI VAT" [X Link](https://x.com/ChipsSaas/status/2018288921814393138) 2026-02-02T11:42Z [----] followers, [---] engagements "4/5 Europe #Semiconductor Earnings $SMH $SOX 2/10 AMS Osram 2/19 BESI 2/20 Air Liquide 2/26 Aixtron 2/27 BASF 3/3 ASMI VAT" [X Link](https://x.com/ChipsSaas/status/2020765100810858511) 2026-02-09T07:41Z [----] followers, [---] engagements "@Jesse_Livermore @MacroOps Trump can stay irrational longer than China can remain solvent" [X Link](https://x.com/anyuser/status/1165751024734179328) 2019-08-25T22:21Z [----] followers, [--] engagements "3/4 Europe #Semiconductor Earnings $SMH $SOX 1/26 $ASML 1/29 $STM 2/3 AT&S $NXPI Siltronic Soitec 2/4 Infineon Melexis 2/5 Nordic 2/10 AMS Osram 2/19 BESI 2/20 Air Liquide 2/26 Aixtron 2/27 BASF 3/3 ASMI VAT" [X Link](https://x.com/ChipsSaas/status/2007392356379828504) 2026-01-03T10:03Z [----] followers, [---] engagements "2/2 Upcoming #Cloud #AI Earnings $IGV $CLOU 2/5 $AMZN $FTNT $IREN $MSTR $QLYS $RBLX $RDDT $TEAM PreMkt $IQV 2/9 PreMkt $DT 2/10 $HOOD $NET $RPD $TDC $Z PreMkt $DDOG $SPOT 2/11 $APP $FSLY PreMkt $U 2/12 $ANET $CFLT $COIN $TWLO PreMkt $ADYEY $CHKP $ZBRA 2/26 PreMk $BIDU 3/12 $ADBE" [X Link](https://x.com/ChipsSaas/status/2014995135013265778) 2026-01-24T09:34Z [----] followers, [---] engagements "RT @JC_ParetsX: Things you historically see near bottoms" [X Link](https://x.com/ChipsSaas/status/2019830765866086664) 2026-02-06T17:49Z [----] followers, [--] engagements "1/2 Upcoming #Cloud #AI Earnings $IGV $CLOU (After NYSE close unless noted) 2/9 Pre-mkt $DT 2/10 $HOOD $NET $RPD $TDC $Z PreMkt $DDOG $SPOT 2/11 $APP $FSLY PreMkt $SHOP $U 2/11 $HUBS PreMkt $TYL 2/12 $ABNB $ANET $CFLT $COIN $TWLO PreMkt $ADYEY $CHKP $ZBRA 2/17 $PANW 2/18 $FIG" [X Link](https://x.com/ChipsSaas/status/2020763986707313060) 2026-02-09T07:37Z [----] followers, [---] engagements "2/2 Upcoming #Cloud #AI Earnings $IGV $CLOU (After NYSE close unless noted) 2/19 Pre-mkt $LMND 2/24 $WDAY 2/25 $CRM $IONQ $TDOC 2/26 $CRWV $INTU $XYZ Pre-mkt $BIDU 3/2 $MDB 3/3 $CRWD 3/12 $ADBE" [X Link](https://x.com/ChipsSaas/status/2020764170958881127) 2026-02-09T07:38Z [----] followers, [---] engagements "Upcoming #Cloud #SaaS Earnings $IGV (After NYSE close unless noted) 3/2 $APPF $STNE Pre-mkt $EBIX 3/3 $BNFT $CDLX $VEEV $YEXT 3/4 $DSGX $GWRE $PING $SPLK 3/5 $OKTA 3/10 $CLDR 3/12 $ADBE $DOCU $DOMO $MDLA $WORK $ZUO 3/14 $ZM 3/16 $COUP 3/17 $MDB $SMAR 3/18 $PD 3/19 $CRWD" [X Link](https://x.com/ChipsSaas/status/1234294206312714240) 2020-03-02T01:47Z [----] followers, [--] engagements "Upcoming #Semiconductor Earnings $SMH $SOX: (After NYSE close unless noted) 6/30 Wednesday: $MU 7/9 $TSM and $UMC June Revenue and 2Q revenue 7/9 Pre-mkt Nanya 7/15 Pre-mkt $TSM 7/21 Pre-mkt $ASML 7/28 $QCOM $APH (1pm EST) Pre-mkt $UMC 8/19 $AMAT" [X Link](https://x.com/ChipsSaas/status/1408786081340813314) 2021-06-26T13:55Z [----] followers, [--] engagements "Upcoming #Semiconductor EVENTS $SMH $SOX: 1/2 9/29 $ASML Investor Day [----] 10/5 $IFNNY Infineon IFX Day 10/6 $MRVL Investor Day [----] 10/6-7 Scale AI Transform X 10/6-8 $SSNLF Samsung Foundry Forum 10/26-27 $TSM TSMC Open Innovation Platform Ecosystem Forum" [X Link](https://x.com/ChipsSaas/status/1441641994342703108) 2021-09-25T05:53Z [----] followers, [--] engagements "Upcoming #Semiconductor EVENTS $SMH $SOX: 2/2 10/27-28 $INTC Intel Innovation 11/3 $KLAC Annual Shareholders Meeting 11/8 $MCHP Analyst and Investor Day 11/9 $AVGO Software Investor Day 11/16 $QCOM Investor Day 11/17 $CREE Investor Day 11/18 $INTC Investor Meeting" [X Link](https://x.com/ChipsSaas/status/1441642133383909377) 2021-09-25T05:54Z [----] followers, [--] engagements "Upcoming #Semiconductor EVENTS $SMH $SOX: 1/2 10/5 $IFNNY Infineon IFX Day 10/6 $MRVL Investor Day [----] 10/6-7 Scale AI Transform X 10/6-8 $SSNLF Samsung Foundry Forum 10/26-27 $TSM TSMC Open Innovation Platform Ecosystem Forum 10/27-28 $INTC Intel Innovation" [X Link](https://x.com/ChipsSaas/status/1444528079842340868) 2021-10-03T05:01Z [----] followers, [--] engagements "Upcoming #Semiconductor Earnings $SMH $SOX (After NYSE close unless noted) [----] 1/13 Pre-mkt $TSM 1/19 Pre-mkt $ASML 1/24 $IBM 1/25 Pre-mkt $UMC 1/26 $INTC 1/31 Pre-mkt $NXPI 2/2 $QCOM 2/3 Pre-mkt $IFNNY 2/18 $AMAT Pre-mkt $BESIY" [X Link](https://x.com/ChipsSaas/status/1475112908892045312) 2021-12-26T14:34Z [----] followers, [--] engagements "@SKundojjala It was never under investment. It was low price. At TSMC 8-inch is old tech and production lines are fully depreciated so price per chip low. New 8-inch means cost rises. Customer sees cost rise redesigns for 12-inch as makes more sense. Automakers are cheapskates" [X Link](https://x.com/ChipsSaas/status/1476328227845324800) 2021-12-29T23:04Z [----] followers, [--] engagements "Upcoming #Semiconductor Earnings $SMH $SOX (After NYSE close unless noted) 1/5 1/24 Mon $IBM 1/25 Tue $TXN Pre-mkt $UMC 1/26 Wed $AVT $INTC $LRCX $SIMO $TER $WOLF $XLNX 1/27 Thr $AAPL $KLAC $WDC PreMkt $MKSI $MTSI $SSNLF $STM 1/31 $CRUS PreMkt $NXPI 2/1 $AMD PreMkt $ENTG" [X Link](https://x.com/ChipsSaas/status/1484809457657794562) 2022-01-22T08:45Z [----] followers, [--] engagements "Upcoming #Semiconductor Earnings $SMH $SOX (After NYSE close unless noted) 1/2 5/16 Monday Pre-mkt $TSEM 5/17 Tuesday $KEYS Pre-mkt $ATS.VI 5/18 Wednesday $SNPS Pre-mkt $ADI 5/19 Thursday $AMAT 5/25 $NVDA 5/26 $ADSK $MRVL 5/31 $AMBA 6/2 $AVGO #semiconductors" [X Link](https://x.com/ChipsSaas/status/1525464442678280193) 2022-05-14T13:13Z [----] followers, [--] engagements "Upcoming #Semiconductor Earnings $SMH $SOX (After NYSE close unless noted) 1/2 5/25 Wednesday $NVDA 5/26 Thursday $ADSK $MRVL 5/31 $AMBA 6/1 $SMTC 6/2 $AVGO" [X Link](https://x.com/ChipsSaas/status/1528242736884617217) 2022-05-22T05:13Z [----] followers, [--] engagements "3/5 Asia #Semiconductor Earnings $SMH $SOX 10/24 ShinEtsu 10/28 Advantest 10/27 Canon $CAJ 10/29 Disco SKhynix $UMC 10/30 Ibiden Renesas Samsung 10/31 Lasertec MediaTek Murata $TOELY 11/6 Ajinomoto Nikon Rohm Shibaura 11/11 $SONY SUMCO TOK 11/13 Kioxia Resonac Toppan 11/14 DNP" [X Link](https://x.com/ChipsSaas/status/1979764285426532460) 2025-10-19T04:19Z [----] followers, [---] engagements "4/6 Asia #Semiconductor Earnings $SMH $SOX 10/27 Canon 10/28 Advantest 10/29 Disco SKhynix $UMC 10/30 $ASX Ibiden Renesas Samsung 10/31 Lasertec MediaTek Murata TEL $TOELY 11/6 Ajinomoto HuaHong Nikon Rohm Shibaura 11/11 $SONY SUMCO TOK 11/13 Kioxia Resonac Toppan 11/14 DNP" [X Link](https://x.com/ChipsSaas/status/1982369242411589815) 2025-10-26T08:50Z [----] followers, [---] engagements "1/4 Semiconductor Earnings $SMH $SOX (After NYSE close unless noted) [----] 1/6 $PENG 1/8 $AEHR 1/15 Pre-mkt $TSM 1/26 Pre-mkt $ASML 1/28 $APH Pre-mkt $GLW 1/29 $SNDK Pre-mkt $CAJ $DOW $STM $TMO 2/3 $NXPI 2/4 $QCOM 2/25 $NVDA #semiconductor" [X Link](https://x.com/ChipsSaas/status/2007391880250843343) 2026-01-03T10:01Z [----] followers, [----] engagements "2/4 Asia #Semiconductor Earnings $SMH $SOX 1/21 Disco 1/27 Shin-Etsu 1/28 Advantest 1/29 Canon Samsung 1/30 Lasertec 2/2 Kyocera Murata 2/3 Ibiden 2/4 Aoi Rohm 2/5 Ajinomoto Nikon Renesas Shibaura $SONY 2/6 TokyoElec 2/9 TOK 2/10 Sumco 2/12 Kioxia 2/13 DNP Resonac Toppan" [X Link](https://x.com/ChipsSaas/status/2009905266582847517) 2026-01-10T08:28Z [----] followers, [---] engagements "4/5 Europe #Semiconductor Earnings $SMH $SOX 1/26 $ASML 1/29 $STM 2/3 AT&S $NXPI Siltronic Soitec 2/4 Infineon Melexis 2/5 Linde Nordic 2/10 AMS Osram 2/19 BESI 2/20 Air Liquide 2/26 Aixtron 2/27 BASF 3/3 ASMI VAT" [X Link](https://x.com/ChipsSaas/status/2009905429577642130) 2026-01-10T08:29Z [----] followers, [---] engagements "1/5 Semiconductor Earnings $SMH $SOX (After NYSE close unless noted) 1/22 $INTC PreMkt $MBLY 1/26 PreMkt $ASML 1/27 $TXN 1/28 $APH $LRCX PreMkt $AVT $GLW 1/29 $AAPL $KLAC $MXL $SNDK PreMkt $ALGM $CAJ $DOW $STM $TMO Hynix Samsung 2/2 $RMBS 2/3 $AMD $LITE $NXPI $SIMO PreMkt $TER" [X Link](https://x.com/ChipsSaas/status/2012889060310651376) 2026-01-18T14:05Z [----] followers, [----] engagements "3/5 Asia #Semiconductor Earnings $SMH $SOX 1/21 Disco 1/27 ShinEtsu 1/28 Advantest 1/29 $CAJ Hynix Samsung 1/30 Lasertec 2/2 Kyocera Murata 2/3 Ibiden 2/4 Aoi Panasonic Rohm 2/5 Ajinomoto Nikon Renesas Shibaura $SONY 2/6 TEL 2/9 TOK 2/10 Sumco 2/12 Kioxia 2/13 DNP Resonac Toppan" [X Link](https://x.com/ChipsSaas/status/2012889723438575947) 2026-01-18T14:08Z [----] followers, [---] engagements "4/5 Europe #Semiconductor Earnings $SMH $SOX 1/26 $ASML 1/29 $STM 2/3 AT&S $NXPI Siltronic Soitec 2/4 Infineon Melexis 2/5 Linde Nordic 2/10 AMS Osram 2/19 BESI 2/20 Air Liquide 2/26 Aixtron 2/27 BASF 3/3 ASMI VAT" [X Link](https://x.com/ChipsSaas/status/2012889817907134733) 2026-01-18T14:08Z [----] followers, [---] engagements "2/5 Semiconductor Earnings $SMH 2/4 $ARM $FORM $PTC $QCOM $SITM Pre- $VSH 2/5 $AOSL $MCHP $MPWR $PI $POWI Pre- $ASX $LIN 2/9 $AMKR $ICHR $ON 2/10 $AEIS $ALAB $DIOD Pre- $ENTG 2/11 Pre- $GFS $TSEM 2/12 $AMAT Pre- $HIMX $NVMI 2/17 $CDNS 2/18 Pre- $ADI 2/19 $ST 2/25 $NVDA $SKYT" [X Link](https://x.com/ChipsSaas/status/2014996644874662208) 2026-01-24T09:40Z [----] followers, [---] engagements "3/5 Asia #Semiconductor Earnings $SMH $SOX 1/27 ShinEtsu 1/28 Advantest $UMC 1/29 $CAJ Hynix Samsung 1/30 Lasertec 2/2 Murata 2/3 Ibiden 2/4 Aoi MediaTek Rohm 2/5 Ajinomoto $ASX Nikon Renesas Shibaura $SONY 2/6 TEL $TOELY 2/9 TOK 2/10 Sumco 2/12 Kioxia 2/13 DNP Resonac Toppan" [X Link](https://x.com/ChipsSaas/status/2014997145666081211) 2026-01-24T09:42Z [----] followers, [---] engagements "4/5 Europe #Semiconductor Earnings $SMH $SOX 1/26 $ASML 1/29 $STM 2/3 AT&S $NXPI Siltronic Soitec 2/4 Infineon Melexis 2/5 Linde Nordic 2/10 AMS Osram 2/19 BESI 2/20 Air Liquide 2/26 Aixtron 2/27 BASF 3/3 ASMI VAT" [X Link](https://x.com/ChipsSaas/status/2014997295042101276) 2026-01-24T09:42Z [----] followers, [---] engagements "1/5 Semiconductor Earnings $SMH $SOX (After NYSE close unless noted) 2/2 $FN $RMBS 2/3 $AMD $CRUS $LITE $NXPI $SIMO $SWKS Pre-mkt $TER 2/4 $ARM $COHR $FORM $KLIC $PTC $QCOM $SITM $WOLF Pre-mkt $VSH 2/5 $AOSL $ARW $MCHP $MPWR $PI $POWI Pre-mkt $ASX $LIN $SONY 2/9 $AMKR $ICHR $ON" [X Link](https://x.com/ChipsSaas/status/2018288376764616908) 2026-02-02T11:40Z [----] followers, [---] engagements "3/5 Asia #Semiconductor Earnings $SMH $SOX 2/2 Murata 2/3 Ibiden 2/4 Aoi MediaTek Panasonic Rohm 2/5 Ajinomoto $ASX Nikon Renesas Shibaura $SONY 2/6 TEL $TOELY 2/9 TOK 2/10 Sumco 2/12 Kioxia Hua Hong Semi 2/13 DNP Resonac Toppan" [X Link](https://x.com/ChipsSaas/status/2018288814364753952) 2026-02-02T11:42Z [----] followers, [---] engagements "RT @jenniferzeng97: 🚨Guess where all the discounted oil from Venezuela and Iran went To Xi's familyor specifically to his sister Qi Qiao" [X Link](https://x.com/ChipsSaas/status/2018884628585816467) 2026-02-04T03:09Z [----] followers, [---] engagements "1/5 Semiconductor Earnings $SMH $SOX (After NYSE close unless noted) 2/9 $AMKR $ICHR $ON 2/10 $AEIS $ALAB $DIOD $LSCC $SQNS Pre-mkt $ENTG 2/11 Pre-mkt $AVTR $GFS $TSEM 2/12 $AMAT Pre-mkt $HIMX $IPGP $NVMI 2/17 $ACLS $CDNS $MKSI Pre-mkt $CEVA 2/18 Pre-mkt $ADI" [X Link](https://x.com/ChipsSaas/status/2020764543765418051) 2026-02-09T07:39Z [----] followers, [---] engagements "2/5 Semiconductor Earnings $SMH $SOX (After NYSE close unless noted) 2/19 $OLED $ONTO $ST Pre-mkt $SLAB 2/23 $ADEA 2/24 $NVTS 2/25 $NVDA $SKYT $SNPS Pre-mkt $VLN 2/26 $AMBA" [X Link](https://x.com/ChipsSaas/status/2020764724237828349) 2026-02-09T07:40Z [----] followers, [---] engagements "3/5 Asia #Semiconductor Earnings $SMH $SOX 2/9 TOK 2/10 Sumco 2/12 Kioxia Hua Hong 2/13 DNP Resonac Toppan" [X Link](https://x.com/ChipsSaas/status/2020765015725211729) 2026-02-09T07:41Z [----] followers, [---] engagements "5/5 Semiconductor EVENTS $SMH $SOX 2/10 $TSM Jan. sales 2/11-13 SEMICON Korea 2/24 $TXN Capital Mngt $ARM Everywhere 3/2-5 MWC Barcelona 3/10 $TSM Feb. sales 3/11-12 $SNPS SNUG 3/15-19 Optical Fiber Con [----] 3/16-19 $NVDA GTC [----] 3/20-22 SEMICON China https://semiengineering.com/semiconductor-events/ https://semiengineering.com/semiconductor-events/" [X Link](https://x.com/ChipsSaas/status/2020765518416715908) 2026-02-09T07:43Z [----] followers, [---] engagements "1/4 Semiconductor Earnings $SMH $SOX (After NYSE close unless noted) 2/17 Tuesday $ACLS $CDNS $MKSI Pre-mkt $CEVA 2/18 Wednesday Pre-mkt $ADI 2/19 Thursday $OLED $ONTO $ST Pre-mkt $SLAB 2/23 $ADEA $KEYS $UCTT 2/24 $NVTS 2/25 $NVDA $SKYT $SNPS $VECO Pre-mkt $VLN" [X Link](https://x.com/ChipsSaas/status/2022827891860652413) 2026-02-15T00:18Z [----] followers, [---] engagements "2/4 Semiconductor Earnings $SMH $SOX (After NYSE) 2/26 $AAOI $ADSK $AEVA $AMBA 3/2 $CRDO 3/4 $AVGO $MX 3/5 $MRVL" [X Link](https://x.com/ChipsSaas/status/2022828075130462352) 2026-02-15T00:19Z [----] followers, [---] engagements "3/4 Europe #Semiconductor Earnings $SMH $SOX 2/19 BESI 2/20 Air Liquide 2/26 Aixtron 2/27 BASF 3/3 ASMI VAT" [X Link](https://x.com/ChipsSaas/status/2022828273223503897) 2026-02-15T00:20Z [----] followers, [---] engagements "4/4 Semiconductor EVENTS $SMH 2/22-26 SPIE Lithography 2/24 $TXN Capital Mngt $ARM Everywhere 3/2-5 MWC Barcelona 3/10 $TSM Feb. sales 3/11-12 $SNPS SNUG 3/12-18 SXSW [----] 3/15-19 Optical Fiber Con [----] 3/16-19 $NVDA GTC [----] 4/22-24 $GOOGL Cloud Next https://semiengineering.com/semiconductor-events/ https://semiengineering.com/semiconductor-events/" [X Link](https://x.com/ChipsSaas/status/2022829809416704355) 2026-02-15T00:26Z [----] followers, [---] engagements "1/2 Upcoming #Cloud #AI Earnings $IGV $CLOU (After NYSE close unless noted) 2/17 $PANW 2/18 $FIG 2/19 $FIX $OPEN Pre-mkt $LMND 2/24 $PRCT $WDAY Pre-mkt $CIFR $HPQ 2/25 $AI $CRM $IONQ $PSTG $ROOT $SNOW $TTD $TDOC $ZM 2/26 $CRWV $DELL $INTU $NTAP $RKT $SOUN $XYZ $ZS Pre-mkt $BIDU" [X Link](https://x.com/ChipsSaas/status/2022830274426614017) 2026-02-15T00:28Z [----] followers, [---] engagements "2/2 Upcoming #Cloud #AI Earnings $IGV $CLOU (After NYSE close unless noted) 3/2 $API $ASAN $MDB 3/3 $CRWD 3/4 $OKTA 3/9 $HPE 3/12 $ADBE 3/16 Pre-mkt Hon Hai Precision (Foxconn) 3/18 $TCEHY" [X Link](https://x.com/ChipsSaas/status/2022830507403444386) 2026-02-15T00:29Z [----] followers, [---] engagements "4/4 Semiconductor EVENTS $SMH $SOX 3/17-21 $NVDA GTC [----] 3/18 $NVDA CEO Keynote 3/19 $NVDA Analyst Q&A 3/19 Samsung AGM 3/18 $GLW iDay 3/20 $MPWR iDay 4/9-11 $GOOGL Cloud Next [----] 4/10 $TSM March revenue 4/23 $TSM U.S. Tech Symposium 5/5 ASMC [----] https://semiengineering.com/semiconductor-events/ https://semiengineering.com/semiconductor-events/" [X Link](https://x.com/ChipsSaas/status/1901425575140659519) 2025-03-17T00:09Z [----] followers, [---] engagements "Upcoming #Cloud #AI Earnings $IGV $CLOU (After NYSE close unless noted) 3/19 Pre-mkt $TCEHY 3/20 Pre-mkt $BZUN $PDD 4/17 $NFLX 4/22 Pre-mkt $SAP 4/23 $IBM" [X Link](https://x.com/ChipsSaas/status/1901426268438163681) 2025-03-17T00:12Z [----] followers, [---] engagements "@kimmonismus China still cut off. They have lots of old ASML machines old technology" [X Link](https://x.com/ChipsSaas/status/1903240381812420801) 2025-03-22T00:20Z [----] followers, [---] engagements "#Semiconductor Earnings $SMH $SOX 1/4 (After NYSE close unless noted) 4/2 $PENG 4/16 Pre-mkt $ASML 4/23 $APH 4/28 $NXPI 5/28 $NVDA" [X Link](https://x.com/ChipsSaas/status/1904175149550801207) 2025-03-24T14:15Z [----] followers, [---] engagements "2/4 Asia #Semiconductor Earnings $SMH $SOX 4/10 Nanya 4/17 Disco 4/25 Advantest 4/28 Lastertec 4/30 Murata 5/13 Dai Nippon Rohm 5/15 Resonac" [X Link](https://x.com/ChipsSaas/status/1904175208677933370) 2025-03-24T14:15Z [----] followers, [---] engagements "3/4 Europe #Semiconductor Earnings $SMH $SOX 4/14 Alphawave 4/16 ASML 4/17 VAT 4/23 BESI 4/28 NXP Semi 4/29 ASM Intl Nordic Semi 4/30 AMS Osram Melexis Siltronic 5/2 BASF 5/8 Infineon 5/15 AT&S 5/27 Soitec" [X Link](https://x.com/ChipsSaas/status/1904175291150311827) 2025-03-24T14:15Z [----] followers, [---] engagements "4/4 Semiconductor EVENTS $SMH $SOX 4/9-11 $GOOGL Cloud Next [----] 4/10 $TSM March revenue 4/23 $TSM N. America Tech Symposium 5/5 ASMC [----] Advanced Semiconductor Manufacturing Conference 5/19-22 $MSFT Build 6/10 $MRVL iDay 6/18 $KLAC iDay https://semiengineering.com/semiconductor-events/ https://semiengineering.com/semiconductor-events/" [X Link](https://x.com/ChipsSaas/status/1904175374436839457) 2025-03-24T14:16Z [----] followers, [---] engagements "Upcoming #Cloud #AI Earnings $IGV $CLOU (After NYSE close unless noted) 4/17 $NFLX 4/22 Pre-mkt $SAP 4/23 $IBM" [X Link](https://x.com/ChipsSaas/status/1904177679588593841) 2025-03-24T14:25Z [----] followers, [---] engagements "@dividendology Which has the best Dividend growth over that time or past decade" [X Link](https://x.com/ChipsSaas/status/1904654531323191438) 2025-03-25T22:00Z [----] followers, [---] engagements "2/4 Asia #Semiconductor Earnings $SMH $SOX 4/10 Nanya Tech 4/17 Disco TSMC 4/24 Canon Shinko 4/25 Advantest Shin Etsu 4/28 Lastertec 4/30 Murata Tokyo Electron 5/8 Nikon Sumco 5/12 Tokyo Ohka Kogyo (TOK) 5/13 Dai Nippon Rohm 5/15 Resonac" [X Link](https://x.com/ChipsSaas/status/1906139643252539489) 2025-03-30T00:21Z [----] followers, [---] engagements "3/4 Europe #Semiconductor Earnings $SMH $SOX 4/14 Alphawave 4/16 ASML 4/17 VAT 4/23 BESI 4/24 Air Liquide 4/28 NXP Semi 4/29 ASM Intl Nordic Semi 4/30 Aixtron AMS Osram Melexis Siltronic 5/2 BASF 5/8 Infineon 5/15 AT&S 5/27 Soitec" [X Link](https://x.com/ChipsSaas/status/1906139736445690067) 2025-03-30T00:21Z [----] followers, [---] engagements "4/4 Semiconductor EVENTS $SMH $SOX 3/31 $TSM 2nm Event 3/31-4/1 $INTC Vision [----] 4/9-11 $GOOGL Cloud Next [----] 4/10 $TSM March revenue 4/23 $TSM US Tech Symposium 5/5 ASMC [----] 5/19-22 $MSFT Build 6/10 $MRVL iDay 6/9-13 $AAPL WWDC [----] 6/18 $KLAC iDay https://semiengineering.com/semiconductor-events/ https://semiengineering.com/semiconductor-events/" [X Link](https://x.com/ChipsSaas/status/1906140353939558579) 2025-03-30T00:24Z [----] followers, [---] engagements "Upcoming #Cloud #AI Earnings $IGV $CLOU (After NYSE close unless noted) 4/17 $NFLX 4/22 Pre-mkt $SAP 4/23 $IBM 4/29 Pre-mkt $SPOT 6/12 $ADBE" [X Link](https://x.com/ChipsSaas/status/1906141070179930264) 2025-03-30T00:27Z [----] followers, [---] engagements "@MooreMorrisFan What about Mediatek Their IP deal with Nvidia is interesting" [X Link](https://x.com/ChipsSaas/status/1906206000170111156) 2025-03-30T04:45Z [----] followers, [---] engagements "@EricJhonsa What do you think of idea that Trump is killing stocks to get bond yields down so can roll over big amount this summer at low rate" [X Link](https://x.com/ChipsSaas/status/1907355390972723645) 2025-04-02T08:52Z [----] followers, [---] engagements "2/4 Asia #Semiconductor Earnings $SMH $SOX 4/10 Nanya Tech 4/17 Disco TSMC 4/24 Canon Shinko 4/25 Advantest Shin Etsu 4/28 Lastertec 4/30 Murata Tokyo Electron 5/8 Nikon Sumco 5/12 Tokyo Ohka Kogyo (TOK) 5/13 Dai Nippon Rohm 5/15 Resonac" [X Link](https://x.com/ChipsSaas/status/1908467992792621460) 2025-04-05T10:33Z [----] followers, [---] engagements "Upcoming #Cloud #AI Earnings $IGV $CLOU (After NYSE close unless noted) 4/17 $NFLX 4/22 $TSLA Pre-mkt $SAP 4/23 $IBM $NOW Pre-mkt $CHKP 4/24 $SSNC 4/29 $PYPL Pre-mkt $SPOT $ZBRA 4/30 $META 5/1 $AAPL $XYZ Pre-mkt $RBLX 5/7 $APP $FTNT Pre-mkt $DIS 5/14 Pre-mkt Foxconn 6/12 $ADBE" [X Link](https://x.com/ChipsSaas/status/1908468642020548693) 2025-04-05T10:35Z [----] followers, [---] engagements "Upcoming #Cloud #AI Earnings $IGV $CLOU (After NYSE close unless noted) 1/2 4/17 $NFLX 4/22 $TSLA Pre-mkt $SAP 4/23 $IBM $NOW Pre-mkt $CHKP 4/24 $SSNC Pre-mkt $FI 4/29 $PYPL Pre-mkt $SPOT $ZBRA" [X Link](https://x.com/ChipsSaas/status/1911317807645475217) 2025-04-13T07:17Z [----] followers, [---] engagements "2/2 Upcoming #Cloud #AI Earnings $IGV $CLOU (After NYSE close unless noted) 4/30 $CFLT $HOOD $META $MSFT $OTEX $PTC 5/1 $AAPL $PROS $TEAM $TWLO $XYZ Pre-mkt $MA $RBLX 5/6 $ANET $VRNS 5/7 $APP $FSLY $FTNT Pre-mkt $DIS 5/8 $COIN 5/13 Pre-mkt $CYBR 5/14 Pre-mkt Foxconn 6/12 $ADBE" [X Link](https://x.com/ChipsSaas/status/1911317945416036632) 2025-04-13T07:18Z [----] followers, [---] engagements "#Semiconductor Earnings $SMH $SOX 1/5 (After NYSE close unless noted) 4/16 Pre-mkt $ASML 4/17 Pre-mkt $TSM 4/23 $APH $LRCX $MXL $PI $TXN 4/24 $INTC Pre-mkt $CAJ $MBLY $STM SK Hynix 4/25 Pre-mkt $AVTR 4/28 $AMKR $CDNS $NXPI $RMBS $TER $UCTT 4/29 $MRVL Pre-mkt $GLW" [X Link](https://x.com/ChipsSaas/status/1911318273943326804) 2025-04-13T07:19Z [----] followers, [----] engagements "4/5 Europe #Semiconductor Earnings $SMH $SOX 4/14 Alphawave 4/16 ASML 4/17 VAT 4/23 BESI 4/24 Air Liquide $STM 4/28 NXP Semi 4/29 ASM Intl Nordic Semi 4/30 Aixtron AMS Osram Melexis Siltronic 5/1 Linde 5/2 BASF 5/8 Infineon 5/15 AT&S 5/27 Soitec" [X Link](https://x.com/ChipsSaas/status/1911318982503833972) 2025-04-13T07:22Z [----] followers, [---] engagements "5/5 Semiconductor EVENTS $SMH $SOX 4/23 TSMC Tech Symposium 4/29 Intel Direct Connect 5/5 ASMC [----] 5/19-22 $MSFT Build 5/28 $TSEM iDay 5/29 $SONY iDay 6/8-12 IEEE VLSI [----] 6/10 $MRVL iDay 6/9-13 $AAPL WWDC [----] 6/12 AMD Advancing AI [----] 6/18 $KLAC iDay https://semiengineering.com/semiconductor-events/ https://semiengineering.com/semiconductor-events/" [X Link](https://x.com/ChipsSaas/status/1911319700237402272) 2025-04-13T07:25Z [----] followers, [---] engagements "Semiconductor Earnings $SMH $SOX 1/5 (After NYSE close unless noted) 4/23 $APH $LRCX $MXL $PI $TXN 4/24 $INTC Pre-mkt $CAJ $MBLY $STM SK Hynix 4/25 Pre-mkt $AVTR 4/28 $AMKR $CDNS $NXPI $RMBS $TER $UCTT 4/29 $MRVL $QRVO Pre-mkt $GLW #Semiconductors" [X Link](https://x.com/ChipsSaas/status/1913549506567901574) 2025-04-19T11:05Z [----] followers, [----] engagements "2/6 Semiconductor Earnings $SMH $SOX 4/30 $AEIS $ANSS $FORM $KLAC $MRAM $PTC $QCOM Pre-mkt $ASX $SIMO $TOELY $WDC 5/1 $AAPL $COHU $MPWR $OLED Pre-mkt $APD 5/5 $ADEA $ICHR Pre-mkt $ON 5/6 $ALAB $AMD Pre-mkt $ACLS $GFS $IPGP" [X Link](https://x.com/ChipsSaas/status/1913549706946580526) 2025-04-19T11:06Z [----] followers, [---] engagements "5/6 Europe #Semiconductor Earnings $SMH $SOX 4/23 BESI 4/24 Air Liquide $STM 4/28 NXP Semi 4/29 ASM Intl Nordic Semi 4/30 Aixtron AMS Osram Melexis Siltronic 5/1 Linde 5/2 BASF 5/8 Infineon 5/15 AT&S 5/27 Soitec" [X Link](https://x.com/ChipsSaas/status/1913550346435309643) 2025-04-19T11:08Z [----] followers, [---] engagements "6/6 Semiconductor EVENTS $SMH $SOX 4/23 $TSM Tech Symposium 4/29 $INTC Direct Connect 5/5 ASMC [----] 5/19-22 $MSFT Build 5/28 $TSEM iDay 5/29 $SONY iDay 6/8-12 IEEE VLSI Symposium 6/10 $MRVL iDay 6/9-13 $AAPL WWDC [----] 6/12 $AMD Advancing AI 6/18 $KLAC iDay https://semiengineering.com/semiconductor-events/ https://semiengineering.com/semiconductor-events/" [X Link](https://x.com/ChipsSaas/status/1913550699063066711) 2025-04-19T11:10Z [----] followers, [---] engagements "1/2 Upcoming #Cloud #AI Earnings $IGV $CLOU (After NYSE close unless noted) 4/22 $TSLA Pre-mkt $SAP 4/23 $IBM $NOW $TYL Pre-mkt $CHKP 4/24 $GOOG $GOOGL $SSNC Pre-mkt $FI 4/29 $PYPL $STX Pre-mkt $SPOT $ZBRA 4/30 $CFLT $HOOD $META $MSFT $OTEX $PTC $TDOC" [X Link](https://x.com/ChipsSaas/status/1913551284524966130) 2025-04-19T11:12Z [----] followers, [----] engagements "2/2 5/1 $AAPL $ABNB $AMZN $LUMN $MSTR $PROS $ROKU $STRK $TEAM $TWLO $XYZ Pre-mkt $NSIT $MA $RBLX 5/5 $PLTR 5/6 $ANET $DOCN $VRNS 5/7 $APP $FSLY $FTNT $IONQ $PAYC $Z Pre-mkt $DAY $EMR $DIS $SEMR $UBER 5/8 $COIN $NET $TTD Pre-mkt $SHOP 5/12 $RPD 5/13 Pre-mkt $CYBR 6/12 $ADBE" [X Link](https://x.com/ChipsSaas/status/1913551530399334441) 2025-04-19T11:13Z [----] followers, [---] engagements "2/6 Sem Earnings 5/5 $ADEA $ICHR $LSCC $NVTS Pre-mkt $ON 5/6 $ALAB $AMD $CRUS $KLIC $LITE Pre $ACLS $GFS $IPGP $SQNS 5/7 $AOSL $ARM $COHR $MKSI $SITM $SKYT $SWKS $VECO Pre $CEVA $ENTG $VLN $VSH 5/8 $AAOI $DIOD $MCHP $ONTO $ST $WOLF Pre $ALGM $HIMX $MTSI $NVMI 5/12 $INDI $MX $POWI" [X Link](https://x.com/ChipsSaas/status/1916051534300999891) 2025-04-26T08:47Z [----] followers, [---] engagements "5/6 Europe #Semiconductor Earnings $SMH $SOX 4/28 NXP Semi 4/29 ASM Intl Nordic Semi 4/30 Aixtron AMS Osram Melexis Siltronic 5/1 Linde 5/2 BASF 5/8 Infineon 5/15 AT&S 5/27 Soitec" [X Link](https://x.com/ChipsSaas/status/1916051954108928154) 2025-04-26T08:49Z [----] followers, [---] engagements "6/6 Semiconductor EVENTS $SMH $SOX 4/29 $INTC IFS Direct Connect 5/5 ASMC [----] 5/9 $TSM April revenue 5/19-22 $MSFT Build 5/28 $TSEM iDay 5/29 $SONY iDay 6/8-12 IEEE VLSI 6/10 $MRVL iDay 6/9-13 $AAPL WWDC [----] 6/12 $AMD Advancing AI [----] 6/18 $KLAC iDay https://semiengineering.com/semiconductor-events/ https://semiengineering.com/semiconductor-events/" [X Link](https://x.com/ChipsSaas/status/1916052575536992526) 2025-04-26T08:51Z [----] followers, [---] engagements "ERROR: Marvell $MRVL incorrect. It will be 5/29 and NOT 4/29 New: 5/1 Pre-mkt $ARW 5/7 $SNDK" [X Link](https://x.com/ChipsSaas/status/1916750526420853127) 2025-04-28T07:05Z [----] followers, [---] engagements "Upcoming #Cloud #AI Earnings $IGV $CLOU (After NYSE close unless noted) 1/2 5/5 $PLTR $VMEO 5/6 $ANET $DOCN $QLYS $SMCI $TDC $VRNS PreMkt $DDOG $IQV $LMND 5/7 $APP $AXON $FSLY $FTNT $IONQ $MELI $PAYC $Z PreMkt $DAY $EMR $U $UBER 5/8 $COIN $HUBS $NET $RNG $TTD PreMkt $SHOP $SNPS" [X Link](https://x.com/ChipsSaas/status/1918978046280757709) 2025-05-04T10:36Z [----] followers, [----] engagements "2/2 Upcoming #Cloud #AI Earnings $IGV $CLOU 5/12 $RPD $ZI Pre-mkt $MNDY 5/13 Pre-mkt $CYBR 5/14 $CSCO $DT Pre-mkt Foxconn $TCEHY 5/15 Pre-mkt $BABA 5/20 $PANW 5/21 $SNOW $ZM Pre-mkt $BIDU 5/22 $INTU 5/29 $DELL 6/3 $ASAN 6/12 $ADBE" [X Link](https://x.com/ChipsSaas/status/1918978144637272469) 2025-05-04T10:36Z [----] followers, [---] engagements "Semiconductor Earnings $SMH $SOX 1/5 (After NYSE close unless noted) 5/5 $ADEA $ICHR $LSCC $NVTS PreMkt $ON 5/6 $ALAB $AMD $CRUS $KLIC $LITE PreMkt $ACLS $GFS $IPGP $SQNS 5/7 $AOSL $ARM $COHR $MKSI $SITM $SKYT $SNDK $SWKS $VECO PreMkt $CEVA $ENTG $VLN $VSH #semiconductors" [X Link](https://x.com/ChipsSaas/status/1918978738550661472) 2025-05-04T10:39Z [----] followers, [----] engagements "5/6 Europe Semiconductor Earnings $SMH $SOX 5/8 Infineon 5/15 AT&S 5/27 Soitec #semiconductors" [X Link](https://x.com/ChipsSaas/status/1918979575570223254) 2025-05-04T10:42Z [----] followers, [---] engagements "5/5 Semiconductor EVENTS $SMH $SOX 5/5 ASMC [----] (Semi Mfg) 5/9 $TSM April revenue 5/19-22 $MSFT Build 5/28 $TSEM iDay 5/29 $SONY iDay 6/8-12 IEEE VLSI Symposium 6/10 $MRVL iDay 6/9-13 $AAPL WWDC [----] 6/12 $AMD Advancing AI [----] 6/18 $KLAC iDay https://semiengineering.com/semiconductor-events/ https://semiengineering.com/semiconductor-events/" [X Link](https://x.com/ChipsSaas/status/1918979838091649255) 2025-05-04T10:43Z [----] followers, [---] engagements "@reluctantmutant @GlennLuk @FT I own a bridge in San Francisco called the Golden Gate. I'd like to sell it to you. Clearly you fall for anything" [X Link](https://x.com/ChipsSaas/status/1919005330874478668) 2025-05-04T12:24Z [----] followers, [--] engagements "@wayneyap Singapore is a navy yard for the CCP now not even a country anymore. So sad" [X Link](https://x.com/ChipsSaas/status/1920895507397747165) 2025-05-09T17:35Z [----] followers, [--] engagements "Upcoming #Cloud #AI Earnings $IGV $CLOU (After NYSE close unless noted) 1/2 5/12 Monday $RPD $ZI Pre-mkt $MNDY 5/13 Tuesday $PAGS Pre-mkt $CYBR $SE 5/14 Wednesday $CSCO $DT Pre-mkt Foxconn $TCEHY 5/15 Thursday Pre-mkt $BABA 5/20 $PANW 5/21 $SNOW $ZM Pre-mkt $BIDU $BZUN" [X Link](https://x.com/ChipsSaas/status/1921098026514366642) 2025-05-10T07:00Z [----] followers, [---] engagements "2/2 Upcoming #Cloud #AI Earnings $IGV $CLOU 5/22 $INTU 5/27 $API $OKTA 5/28 $CRM $HPQ $PSTG $VEEV 5/29 $DELL $ZS 6/3 $ASAN $CRWD 6/12 $ADBE" [X Link](https://x.com/ChipsSaas/status/1921098141522108881) 2025-05-10T07:01Z [----] followers, [---] engagements "Semiconductor Earnings $SMH $SOX 1/4 (After NYSE close unless noted) 5/12 $INDI $MX $POWI 5/13 $AIP Pre-mkt $CAMT $SLAB 5/14 $AEVA Pre-mkt $TSEM 5/15 $AMAT 5/20 $KEYS 5/22 $ADSK Pre-mkt $ADI 5/28 $NVDA $SNPS 5/29 $AMBA $MRVL 6/5 $AVGO #semiconductors" [X Link](https://x.com/ChipsSaas/status/1921098431587590478) 2025-05-10T07:02Z [----] followers, [----] engagements "3/4 Europe #Semiconductor Earnings $SMH $SOX 5/15 AT&S 5/27 Soitec" [X Link](https://x.com/ChipsSaas/status/1921098547518181831) 2025-05-10T07:02Z [----] followers, [---] engagements "4/4 Semiconductor EVENTS $SMH $SOX 5/19-22 $MSFT Build 5/28 $TSEM iDay 5/29 $SONY iDay 6/8-12 IEEE VLSI Symposium 6/10 $TSM May sales 6/9-13 $AAPL WWDC [----] 6/12 $AMD Advancing AI [----] 6/17 $MRVL Custom AI Silicon 6/18 $KLAC iDay https://semiengineering.com/semiconductor-events/ https://semiengineering.com/semiconductor-events/" [X Link](https://x.com/ChipsSaas/status/1921098673632448838) 2025-05-10T07:03Z [----] followers, [---] engagements "#Semiconductor Earnings $SMH $SOX 1/4 (After NYSE close unless noted) 5/20 $KEYS 5/22 $ADSK Pre-mkt $ADI 5/27 $SMTC 5/28 $NVDA $SNPS 5/29 $AMBA $MRVL 6/2 $CRDO 6/5 $AVGO" [X Link](https://x.com/ChipsSaas/status/1924409630287110192) 2025-05-19T10:19Z [----] followers, [----] engagements "3/4 Europe #Semiconductor Earnings $SMH $SOX 5/27 Soitec" [X Link](https://x.com/ChipsSaas/status/1924409756183404867) 2025-05-19T10:20Z [----] followers, [---] engagements "4/4 Semiconductor EVENTS $SMH $SOX 5/19-22 $MSFT Build 5/20-23 Computex [----] 5/28 $TSEM iDay 5/29 $SONY iDay 6/8-12 IEEE VLSI Symposium 6/10 $TSM May sales 6/9-13 $AAPL WWDC [----] 6/12 $AMD Advancing AI [----] 6/17 $MRVL Custom AI Silicon 6/18 $KLAC iDay https://semiengineering.com/semiconductor-events/ https://semiengineering.com/semiconductor-events/" [X Link](https://x.com/ChipsSaas/status/1924410053387522467) 2025-05-19T10:21Z [----] followers, [---] engagements "Upcoming #Cloud #AI Earnings $IGV $CLOU (After NYSE close unless noted) 5/20 $PANW 5/21 $SNOW $ZM Pre-mkt $BIDU $BZUN 5/22 $INTU 5/27 $API $OKTA 5/28 $AI $CRM $HPQ $PSTG $VEEV 5/29 $DELL $ESTC $PD $ZS 6/3 $ASAN $CRWD $HPE 6/5 $DOCU 6/12 $ADBE" [X Link](https://x.com/ChipsSaas/status/1924410198049030582) 2025-05-19T10:21Z [----] followers, [---] engagements "Semiconductor Earnings $SMH $SOX 1/3 (After NYSE close unless noted) 5/27 $SMTC 5/28 $NVDA $SNPS 5/29 $AMBA $MRVL 6/2 $CRDO 6/5 $AVGO 6/25 $MU #semiconductors #semiconductor" [X Link](https://x.com/ChipsSaas/status/1926652710486454635) 2025-05-25T14:52Z [----] followers, [---] engagements "2/3 Europe #Semiconductor Earnings $SMH $SOX 5/27 Soitec" [X Link](https://x.com/ChipsSaas/status/1926652835300618334) 2025-05-25T14:53Z [----] followers, [---] engagements "3/3 Semiconductor EVENTS $SMH $SOX 5/28 $TSEM iDay 5/29 $SONY iDay 6/8-12 IEEE VLSI Symposium 6/9-13 $AAPL WWDC [----] 6/10 $TSM May sales 6/9-13 $AAPL WWDC [----] 6/12 $AMD Advancing AI [----] 6/17 $MRVL Custom AI Silicon 6/18 $KLAC iDay https://semiengineering.com/semiconductor-events/ https://semiengineering.com/semiconductor-events/" [X Link](https://x.com/ChipsSaas/status/1926653029744357754) 2025-05-25T14:54Z [----] followers, [---] engagements "Upcoming #Cloud #AI Earnings $IGV $CLOU (After NYSE close unless noted) 5/27 $API $OKTA Pre-mkt $PDD 5/28 $AI $CRM $HPQ $PSTG $VEEV 5/29 $DELL $ESTC $PD $ZS 6/3 $ASAN $CRWD $GWRE $HPE 6/5 $DOCU 6/10 $GTLB 6/12 $ADBE" [X Link](https://x.com/ChipsSaas/status/1926653443675984138) 2025-05-25T14:55Z [----] followers, [----] engagements "@CerebrasSystems Sydney Sweeney" [X Link](https://x.com/ChipsSaas/status/1928446731806527966) 2025-05-30T13:41Z [----] followers, [--] engagements "Upcoming #Cloud #AI Earnings $IGV $CLOU (After NYSE close unless noted) 6/3 $ASAN $CRWD $GWRE $HPE 6/4 $MDB 6/5 $DOCU 6/10 $GTLB 6/12 $ADBE" [X Link](https://x.com/ChipsSaas/status/1929433403398517111) 2025-06-02T07:02Z [----] followers, [---] engagements "Upcoming #Cloud #AI Earnings $IGV $CLOU (After NYSE close unless noted) 6/10 $GTLB 6/11 $ORCL 6/12 $ADBE 6/16 $AAPS" [X Link](https://x.com/ChipsSaas/status/1931846829144224234) 2025-06-08T22:52Z [----] followers, [---] engagements "Semiconductor Earnings $SMH $SOX 1/2 (After NYSE close unless noted) 6/25 $MU 8/27 $NVDA #semiconductors" [X Link](https://x.com/ChipsSaas/status/1931847139874996381) 2025-06-08T22:53Z [----] followers, [----] engagements "2/2 Semiconductor EVENTS $SMH $SOX 6/8-12 IEEE VLSI Symposium 6/9-13 $AAPL WWDC [----] 6/10 $TSM May sales 6/12 $AMD Advancing AI [----] 6/17 $MRVL Custom AI Silicon 6/18 $KLAC iDay 8/24-26 Hot Chips [----] https://semiengineering.com/semiconductor-events/ https://semiengineering.com/semiconductor-events/" [X Link](https://x.com/ChipsSaas/status/1931847346507407703) 2025-06-08T22:54Z [----] followers, [--] engagements "2/2 Semiconductor EVENTS $SMH $SOX 6/8-12 IEEE VLSI Symposium 6/9-13 $AAPL WWDC [----] 6/10 $TSM May sales 6/12 $AMD Advancing AI [----] 6/17 $MRVL Custom AI Silicon 6/18 $KLAC iDay https://semiengineering.com/semiconductor-events/ https://semiengineering.com/semiconductor-events/" [X Link](https://x.com/ChipsSaas/status/1931847471355117598) 2025-06-08T22:55Z [----] followers, [---] engagements "Upcoming #Cloud #AI Earnings $IGV $CLOU (After NYSE close unless noted) 6/16 $AAPS 7/17 $NFLX 7/22 Pre-mkt $SAP 7/23 $IBM" [X Link](https://x.com/ChipsSaas/status/1934525023341162529) 2025-06-16T08:14Z [----] followers, [---] engagements "@XH_Lee23 Where What country What town or desert Nowhere because thus is more lies from China" [X Link](https://x.com/ChipsSaas/status/1936463343864471599) 2025-06-21T16:36Z [----] followers, [---] engagements "Upcoming #Cloud #AI Earnings $IGV $CLOU (After NYSE close unless noted) 7/17 $NFLX 7/22 Pre-mkt $SAP 7/23 $IBM" [X Link](https://x.com/ChipsSaas/status/1936554330372677785) 2025-06-21T22:38Z [----] followers, [---] engagements "@robbystarbuck Communists will do anything cheat polls buy votes murder mayhem to win" [X Link](https://x.com/ChipsSaas/status/1937337691408134211) 2025-06-24T02:31Z [----] followers, [--] engagements "@lelemSLP TikTok of course" [X Link](https://x.com/ChipsSaas/status/1946424580446515577) 2025-07-19T04:19Z [----] followers, [--] engagements "Upcoming #Cloud #AI Earnings $IGV $CLOU (After NYSE close unless noted) 7/23 $GOOGL $IBM $NOW $SSNC $TSLA Pre-mkt $FI 7/29 $STX $TDOC $VRNS Pre-mkt $PYPL $SPOT 7/30 $CFLT $HOOD $META $MSFT $TYL $WDC Pre-mkt $CHKP 7/31 $AAPL $AMZN $COIN $LUMN $MSTR $NET $PROS $ROKU Pre-mkt $RBLX" [X Link](https://x.com/ChipsSaas/status/1946497853570027848) 2025-07-19T09:10Z [----] followers, [---] engagements "2/2 Upcoming #Cloud #AI Earnings $IGV $CLOU 8/4 $MELI $PLTR $SEMR 8/5 $ANET $OPEN $TDC Pre-mkt $DOCN $LMND $ZBRA 8/6 $APP $FTNT $FSLY $IONQ $PAYC $SYM $Z $ZD Pre-mkt $DAY $DIS $EMR $SHOP $UBER 8/7 $TEAM $TWLO $XYZ Pre-mkt $CYBR $DDOG $WBD 8/14 Pre-mkt $ADYEY 8/27 $NVDA" [X Link](https://x.com/ChipsSaas/status/1946497986445639916) 2025-07-19T09:10Z [----] followers, [---] engagements "Semiconductor Earnings $SMH $SOX (After NYSE close unless noted) 7/21 $NXPI 7/22 $TXN 7/23 $APH $MXL PreMkt $TDY $TMO 7/24 $INTC PreMkt $CAJ $DOW $MBLY $STM SK Hynix 7/28 $AMKR $CDNS $RMBS $UCTT 7/29 $QRVO $ST $TER PreMkt $GLW 7/30 $ARM $FORM $LRCX $PI $PTC $QCOM PreMkt $ENTG" [X Link](https://x.com/ChipsSaas/status/1946498486318575646) 2025-07-19T09:12Z [----] followers, [----] engagements "2/7 Semiconductor Earnings $SMH $SOX 7/31 $AAPL $APD $COHU $KLAC $MPWR $MX $OLED Pre-mkt $ALGM $ARW $ASX $SIMO 8/1 Pre-mkt $AVTR 8/4 $ICHR Pre-mkt $ON 8/5 $ADEA $AEIS $ALAB $AMD $CRUS Pre-mkt $ACLS $GFS $IPGP 8/6 $AOSL $MKSI $POWI $SITM $VECO Pre-mkt $VLN $VSH" [X Link](https://x.com/ChipsSaas/status/1946498833208496569) 2025-07-19T09:14Z [----] followers, [---] engagements "7/7 Semiconductor EVENTS $SMH $SOX 7/17-20 $NVDA @ China Intl Supply Chain Expo 8/10-14 SIGGRAPH [----] 8/23 ASM Intl iDay 8/24-26 Hot Chips [----] 9/2-4 SEMICON India 9/10-12 SEMICON Taiwan https://semiengineering.com/semiconductor-events/ https://semiengineering.com/semiconductor-events/" [X Link](https://x.com/ChipsSaas/status/1946501098212381178) 2025-07-19T09:23Z [----] followers, [---] engagements "@Yuchenj_UW There are no constraints. They use data centers in Malaysia Singapore and Indonesia" [X Link](https://x.com/ChipsSaas/status/1948892682568527941) 2025-07-25T23:46Z [----] followers, [--] engagements "Upcoming #Cloud #AI Earnings $IGV $CLOU (After NYSE close unless noted) 1/2 7/29 $STX $TDOC $VRNS Pre-mkt $PYPL $SPOT 7/30 $CFLT $HOOD $META $MSFT $TYL $WDC Pre-mkt $CHKP 7/31 $AAPL $AMZN $APPF $COIN $LUMN $MSTR $NET $PROS $ROKU Pre-mkt $IDCC $NSIT $RBLX" [X Link](https://x.com/ChipsSaas/status/1949484747748688235) 2025-07-27T14:59Z [----] followers, [---] engagements "2/3 Upcoming #Cloud #AI Earnings $IGV $CLOU 8/4 $AXON $MELI $PLTR $SEMR $VMEO $ZI 8/5 $ANET $OPEN $QLYS $RNG $SMCI $TDC Pre-mkt $DOCN $FOUR $LMND $ZBRA 8/6 $ABNB $APP $FTNT $FSLY $HUBS $IONQ $PAYC $SYM $Z $ZD Pre-mkt $DAY $DIS $DT $EMR $SHOP $UBER $U" [X Link](https://x.com/ChipsSaas/status/1949484930574258349) 2025-07-27T15:00Z [----] followers, [----] engagements "3/3 Upcoming #Cloud #AI Earnings $IGV $CLOU 8/7 $RPD $TEAM $TDD $TWLO $XYZ Pre-mkt $CYBR $DDOG $WBD 8/11 Pre-mkt $MNDY 8/13 $TCEHY Pre-mkt $SPNS 8/14 Pre-mkt $ADYEY 8/20 Pre-mkt $BIDU 8/27 $NVDA" [X Link](https://x.com/ChipsSaas/status/1949485052649451655) 2025-07-27T15:00Z [----] followers, [---] engagements "5/6 Europe #Semiconductor Earnings $SMH $SOX 7/29 Air Liquide Siltronic 7/30 BASF Melexis 7/31 Aixtron AT&S AMS Osram 8/1 Linde 8/5 Infineon (prelim) 8/13 Nordic" [X Link](https://x.com/ChipsSaas/status/1949485914356637748) 2025-07-27T15:03Z [----] followers, [---] engagements "6/6 Semiconductor EVENTS $SMH $SOX 8/8 $TSM July sales 8/10-14 SIGGRAPH [----] $NVDA 8/20 $GOOGL Made by Google 8/23 ASM Intl iDay 8/24-26 Hot Chips [----] 9/2-4 SEMICON India 9/10 $TSM August sales 9/10-12 SEMICON Taiwan https://semiengineering.com/semiconductor-events/ https://semiengineering.com/semiconductor-events/" [X Link](https://x.com/ChipsSaas/status/1949486072402256218) 2025-07-27T15:04Z [----] followers, [---] engagements "Upcoming #Cloud #AI Earnings $IGV $CLOU (After NYSE close unless noted) 8/4 $AXON $MELI $PLTR $SEMR $ZI 8/5 $ANET $OPEN $QLYS $RNG $SMCI $TDC PreMkt $DOCN $FOUR $LMND $ZBRA 8/6 $ABNB $APP $FTNT $FSLY $HUBS $IONQ $PAYC $PRCT $SYM $Z $ZD PreMkt $DAY $DIS $DT $EMR $SHOP $UBER $U" [X Link](https://x.com/ChipsSaas/status/1951879603188064515) 2025-08-03T05:35Z [----] followers, [----] engagements "2/2 Upcoming #Cloud #AI Earnings $IGV $CLOU 8/7 $RPD $RXT $SERV $TEAM $TDD $TWLO $XYZ Pre-mkt $CYBR $DDOG $WBD 8/11 Pre-mkt $MNDY 8/12 Pre-mkt $SE 8/13 $PAGS $TCEHY Pre-mkt $SPNS 8/14 Pre-mkt $ADYEY Foxconn 8/20 Pre-mkt $BIDU 8/21 $INTU $ZM 8/26 $OKTA 8/27 $NVDA 9/3 $ASAN" [X Link](https://x.com/ChipsSaas/status/1951879757844664486) 2025-08-03T05:36Z [----] followers, [----] engagements "Semiconductor Earnings $SMH $SOX 1/5 (After NYSE close unless noted) 8/4 $ICHR $LSCC $NVTS PreMkt $ON $TSEM 8/5 $ADEA $AEIS $AIP $ALAB $AMD $CRUS $SWKS PreMkt $ACLS $DD $GFS $IPGP $SLAB 8/6 $AOSL $KLIC $MKSI $MRAM $POWI $SITM $SKYT $VECO PreMkt $AVT $VLN $VSH" [X Link](https://x.com/ChipsSaas/status/1951880252101480574) 2025-08-03T05:38Z [----] followers, [----] engagements "4/5 Europe #Semiconductor Earnings $SMH $SOX 8/5 Infineon 8/13 Nordic" [X Link](https://x.com/ChipsSaas/status/1951880520289448371) 2025-08-03T05:39Z [----] followers, [---] engagements "5/5 Semiconductor EVENTS $SMH $SOX 8/8 $TSM July sales 8/10-14 SIGGRAPH [----] $NVDA 8/20 Made by $GOOGL 8/23 ASM Intl iDay 8/24-26 Hot Chips [----] 9/2-4 SEMICON India 9/10 $TSM Aug sales 9/10-12 SEMICON Taiwan 9/17-18 $META Connect 10/13-16 $ORCL CloudWorld https://semiengineering.com/semiconductor-events/ https://semiengineering.com/semiconductor-events/" [X Link](https://x.com/ChipsSaas/status/1951880941535936558) 2025-08-03T05:40Z [----] followers, [---] engagements "@henrysgao Interesting but isn't it just a kangaroo court anyway Will anyone actually enforce the ruling" [X Link](https://x.com/ChipsSaas/status/1953980531915534664) 2025-08-09T00:43Z [----] followers, [---] engagements "@earthcurated @WithLukeArt Leave immediately. Just got back from Europe. Greece was best by far France great food London crime everywhere. Never going back" [X Link](https://x.com/ChipsSaas/status/1953986844804493649) 2025-08-09T01:09Z [----] followers, [--] engagements "2/3 Europe #Semiconductor Earnings $SMH $SOX 8/13 Nordic" [X Link](https://x.com/ChipsSaas/status/1954478298597315043) 2025-08-10T09:41Z [----] followers, [---] engagements "3/3 Semiconductor EVENTS $SMH $SOX 8/10-14 SIGGRAPH [----] $NVDA 8/20 Made by $GOOGL 8/23 ASM Intl iDay 8/24-26 Hot Chips 9/8-10 Yotta [----] 9/2-4 SEMICON India 9/8-12 SEMICON Taiwan 9/10 $TSM Aug sales 9/17-18 $META Connect 10/13-16 $ORCL CloudWorld [----] https://semiengineering.com/semiconductor-events/ https://semiengineering.com/semiconductor-events/" [X Link](https://x.com/ChipsSaas/status/1954478664894353541) 2025-08-10T09:43Z [----] followers, [---] engagements "Upcoming #Cloud #AI Earnings $IGV $CLOU (After NYSE close unless noted) 1/2 8/11 Pre-mkt $MNDY 8/12 Pre-mkt $SE 8/13 $CSCO $PAGS $TCEHY Pre-mkt $SPNS 8/14 $UMAC Pre-mkt $ADYEY Foxconn Lenovo 8/18 $API $PANW 8/20 Pre-mkt $BIDU 8/21 $INTU $ZM 8/26 $OKTA" [X Link](https://x.com/ChipsSaas/status/1954479199240269846) 2025-08-10T09:45Z [----] followers, [----] engagements "2/2 Upcoming #Cloud #AI Earnings $IGV $CLOU 8/27 $HPQ $NVDA $PSTG $SNOW $VEEV 8/28 $CRWD $DELL 9/2 $ZS 9/3 $AI $ASAN $CRM" [X Link](https://x.com/ChipsSaas/status/1954479314344489251) 2025-08-10T09:45Z [----] followers, [---] engagements "2/2 Semiconductor EVENTS $SMH $SOX 8/20 Made by $GOOGL 8/23 ASMI iDay 8/24-26 Hot Chips 9/8-10 Yotta [----] 9/2-4 SEMICON India 9/10 $TSM Aug 9/17-18 $META Connect 9/23-25 $QCOM SD Summit 10/13-16 $ORCL CloudWorld 11/11 $AMD iDay 11/17-21 $MSFT Ignite https://semiengineering.com/semiconductor-events/ https://semiengineering.com/semiconductor-events/" [X Link](https://x.com/ChipsSaas/status/1956599178588479626) 2025-08-16T06:09Z [----] followers, [---] engagements "Semiconductor Earnings $SMH $SOX 1/2 (After NYSE close unless noted) 8/25 $SMTC 8/27 $NVDA 8/28 $ADSK $AMBA $MRVL 9/3 $CRDO 9/4 $AVGO 9/9 $SNPS #Semiconductor" [X Link](https://x.com/ChipsSaas/status/1959957916078744001) 2025-08-25T12:35Z [----] followers, [---] engagements "@mrbcyber Chinese coders built much of U.S. social networks infecting with CCP thought. The problem is much bigger than you think" [X Link](https://x.com/ChipsSaas/status/1961449907539382304) 2025-08-29T15:24Z [----] followers, [--] engagements "Semiconductor Earnings $SMH $SOX 1/2 (After NYSE close unless noted) 9/9 $SNPS 9/23 $MU #Semiconductor" [X Link](https://x.com/ChipsSaas/status/1964634438865969506) 2025-09-07T10:18Z [----] followers, [---] engagements "@NuryVittachi Why does China have all Muslims in concentration camps in Xinjiang Is that your "Tao" Yes I think it is because murder and torture are what the Chinese Communist Party knows the best" [X Link](https://x.com/ChipsSaas/status/1972285676831019180) 2025-09-28T13:02Z [----] followers, [--] engagements "4/4 Semiconductor EVENTS $SMH $SOX 10/7-9 SEMICON West 10/9 $TSM Sep. sales 10/13-16 $ORCL CloudWorld [----] 10/27-29 $NVDA GTC 11/5 Melexis iDay 11/11 $AMD iDay 11/16-21 ACM/IEEE 11/17-21 $MSFT Ignite [----] 12/1-5 $AMZN AWS re:Invent [----] https://semiengineering.com/semiconductor-events/ https://semiengineering.com/semiconductor-events/" [X Link](https://x.com/ChipsSaas/status/1974462519063495127) 2025-10-04T13:12Z [----] followers, [---] engagements "@tphuang It means Dyson needs keep Chinese spies away from its factories" [X Link](https://x.com/ChipsSaas/status/1974514931837157726) 2025-10-04T16:40Z [----] followers, [--] engagements "@96Stats Actually peasants were encouraged to murder the landlords more than [---] million of them. You cant be a communist without lots of murder" [X Link](https://x.com/ChipsSaas/status/1974515765308264462) 2025-10-04T16:43Z [----] followers, [---] engagements "@thecyrusjanssen After the communist party destroyed Chinas economy and killed [---] million people it finally turned to the U.S. for help. The U.S. generously let this former enemy into its world trade system. China turns rich and becomes global bully" [X Link](https://x.com/ChipsSaas/status/1976890991199342772) 2025-10-11T06:01Z [----] followers, [---] engagements "Semiconductor Earnings $SMH $SOX 1/5 (After NYSE close unless noted) 10/15 PreMkt $ASML 10/16 PreMkt $TSM 10/21 $TXN 10/22 $APH $LAM Pre-mkt $TMO 10/23 $DOW $INTC $MXL Pre-mkt $MBLY $STM 10/27 $CDNS $NXPI $RMBS 10/28 $UCTT Pre-mkt $GLW 10/29 $KLAC $PI" [X Link](https://x.com/ChipsSaas/status/1977136976634822883) 2025-10-11T22:19Z [----] followers, [---] engagements "5/5 Semiconductor EVENTS $SMH $SOX 10/13-16 $ORCL CloudWorld 10/27-29 $NVDA GTC 11/5 Melexis iDay 11/11 $AMD iDay 11/16-21 ACM/IEEE Con 11/17-21 $MSFT Ignite 11/21-22 HonHai Tech Day 12/1-5 $AMZN re:Invent 12/6-10 IEDM [----] 12/17-19 SEMICON Japan https://semiengineering.com/semiconductor-events/ https://semiengineering.com/semiconductor-events/" [X Link](https://x.com/ChipsSaas/status/1977138132656308506) 2025-10-11T22:23Z [----] followers, [---] engagements "@antonyleather @intel @MicronTech When will this new memory be in volume production Manufacturing is often the hurdle in new memory" [X Link](https://x.com/ChipsSaas/status/626105648791470080) 2015-07-28T19:03Z [----] followers, [--] engagements "@antonyleather @intel @MicronTech Price is another issue. When will this new memory hit price points comparable to DRAM or NAND" [X Link](https://x.com/ChipsSaas/status/626106571559317505) 2015-07-28T19:06Z [----] followers, [--] engagements "@antonyleather @intel @MicronTech Yes saw that in your story. Again the key question is when It will take time" [X Link](https://x.com/ChipsSaas/status/626162503739772928) 2015-07-28T22:49Z [----] followers, [--] engagements "@antonyleather Good point. Just skeptical because I've seen dozens of these new memory stories fail. DRAM and NAND are cheap hard to beat" [X Link](https://x.com/ChipsSaas/status/626164340211625985) 2015-07-28T22:56Z [----] followers, [--] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@ChipsSaas Chips & SaaSChips & SaaS posts on X about $smh, $sox, $igv, $clou the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.
Social category influence technology brands 69.44% cryptocurrencies 67.36% stocks 65.97% exchanges #5362 countries 11.81% events #1104 finance 4.17% travel destinations 4.17% automotive brands 2.78% social networks 1.39%
Social topic influence $smh #20, $sox #1, $igv #89, $clou #3, $tsm #81, $nvda #2202, events 16.67%, $mrvl #22, $aapl #428, $amd #406
Top accounts mentioned or mentioned by @antonyleather @intel @microntech @jesselivermore @macroops @jcparetsx @skundojjala @jenniferzeng97 @kimmonismus @dividendology @mooremorrisfan @ericjhonsa @reluctantmutant @glennluk @ft @wayneyap @cerebrassystems @xhlee23 @robbystarbuck @lelemslp
Top assets mentioned Spacemesh (SMH) Taiwan Semiconductor (TSM) NVIDIA Corp. (NVDA) Marvell Technology Inc (MRVL) Apple, Inc. (AAPL) Advanced Micro Devices (AMD) KLA Corp (KLAC) NXP Semiconductors NV (NXPI) Microsoft Corp. (MSFT) STMicroelectronics N.V. (STM) Adobe, Inc. (ADBE) Intel Corporation (INTC) Tower Semiconductor Ltd (TSEM) Synopsys, Inc. (SNPS) IBM (IBM) Alphabet Inc Class A (GOOGL) Texas Instruments (TXN) Amphenol Corporation (APH) AppLovin Corporation (APP) QUALCOMM, Inc. (QCOM) Corning Incorporated (GLW) Astera Labs, Inc. (ALAB) Axcelis Technologies Inc (ACLS) Cadence Design Systems Inc (CDNS) MKS Instruments Inc (MKSI) GlobalFoundries (GFS) Fortinet Inc (FTNT) Fastly, Inc. (FSLY) Arista Networks Inc (ANET) Spotify Technology (SPOT) Zebra Technologies Corp. (ZBRA) Block, Inc. (XYZ) Crowdstrike Holdings Inc (CRWD) Broadcom, Inc. (AVGO) Ambarella, Inc. Ordinary Shares (AMBA) Cajutel (CAJ) Orochi Network (ON) Asana, Inc. (ASAN) SAP SE (SAP) Metadium (META) Entegris, Inc. (ENTG) Applied Materials, Inc. (AMAT) IPG Photonics Corporation (IPGP) Analog Devices, Inc. (ADI) SkyWater Technology, Inc. (SKYT) Twilio, Inc. (TWLO) Check Point Software Technologies Ltd (CHKP) Rapids (RPD) Mario Coin (COIN) IonQ, Inc. (IONQ) Intuit Inc. (INTU) Okta Inc (OKTA) Zoom Video Communications Inc (ZM) ASE Technology Holding Co., Ltd. (ASX) Arm Holdings plc (ARM) Netflix Inc (NFLX) CyberArk Software Ltd. (CYBR) Lam Research Corporation (LRCX) Advanced Energy Industries Inc (AEIS) Sensata Technologies Holding plc (ST) Navitas Semiconductor Corporation Common Stock (NVTS) Amazon.com, Inc. (AMZN) Atlassian Corporation PLC (TEAM) Datadog Inc (DDOG) Roblox Corp. (RBLX) Dynatrace, Inc. (DT) Robinhood Markets, Inc. (HOOD) TERADATA CORPORATION (TDC) Cloudflare, Inc. (NET) Confluent, Inc. (CFLT)
Top posts by engagements in the last [--] hours
"1/5 Semiconductor Earnings $SMH $SOX (After NYSE close unless noted) 1/15 Pre-mkt $TSM 1/22 $INTC 1/26 Pre-mkt $ASML 1/27 $TXN 1/28 $APH $LRCX Pre-mkt $GLW 1/29 $AAPL $KLAC $MXL $SNDK Pre-mkt $ALGM $DOW $STM $TMO"
X Link 2026-01-10T08:25Z [----] followers, [----] engagements
"2/5 Semiconductor Earnings $SMH $SOX 2/10 $AEIS $ALAB $DIOD $LSCC $SQNS PreMkt $ENTG 2/11 PreMkt $AVTR $GFS $TSEM 2/12 $AMAT PreMkt $HIMX $IPGP $NVMI 2/17 $ACLS $CDNS $MKSI 2/18 PreMkt $ADI 2/19 $OLED $ONTO $ST PreMkt $SLAB 2/23 $ADEA 2/24 $NVTS 2/25 $NVDA $SKYT $SNPS"
X Link 2026-02-02T11:41Z [----] followers, [---] engagements
"4/5 Europe #Semiconductor Earnings $SMH $SOX 2/3 AT&S $NXPI Siltronic Soitec 2/4 Infineon Melexis 2/5 Linde Nordic 2/10 AMS Osram 2/19 BESI 2/20 Air Liquide 2/26 Aixtron 2/27 BASF 3/3 ASMI VAT"
X Link 2026-02-02T11:42Z [----] followers, [---] engagements
"4/5 Europe #Semiconductor Earnings $SMH $SOX 2/10 AMS Osram 2/19 BESI 2/20 Air Liquide 2/26 Aixtron 2/27 BASF 3/3 ASMI VAT"
X Link 2026-02-09T07:41Z [----] followers, [---] engagements
"@Jesse_Livermore @MacroOps Trump can stay irrational longer than China can remain solvent"
X Link 2019-08-25T22:21Z [----] followers, [--] engagements
"3/4 Europe #Semiconductor Earnings $SMH $SOX 1/26 $ASML 1/29 $STM 2/3 AT&S $NXPI Siltronic Soitec 2/4 Infineon Melexis 2/5 Nordic 2/10 AMS Osram 2/19 BESI 2/20 Air Liquide 2/26 Aixtron 2/27 BASF 3/3 ASMI VAT"
X Link 2026-01-03T10:03Z [----] followers, [---] engagements
"2/2 Upcoming #Cloud #AI Earnings $IGV $CLOU 2/5 $AMZN $FTNT $IREN $MSTR $QLYS $RBLX $RDDT $TEAM PreMkt $IQV 2/9 PreMkt $DT 2/10 $HOOD $NET $RPD $TDC $Z PreMkt $DDOG $SPOT 2/11 $APP $FSLY PreMkt $U 2/12 $ANET $CFLT $COIN $TWLO PreMkt $ADYEY $CHKP $ZBRA 2/26 PreMk $BIDU 3/12 $ADBE"
X Link 2026-01-24T09:34Z [----] followers, [---] engagements
"RT @JC_ParetsX: Things you historically see near bottoms"
X Link 2026-02-06T17:49Z [----] followers, [--] engagements
"1/2 Upcoming #Cloud #AI Earnings $IGV $CLOU (After NYSE close unless noted) 2/9 Pre-mkt $DT 2/10 $HOOD $NET $RPD $TDC $Z PreMkt $DDOG $SPOT 2/11 $APP $FSLY PreMkt $SHOP $U 2/11 $HUBS PreMkt $TYL 2/12 $ABNB $ANET $CFLT $COIN $TWLO PreMkt $ADYEY $CHKP $ZBRA 2/17 $PANW 2/18 $FIG"
X Link 2026-02-09T07:37Z [----] followers, [---] engagements
"2/2 Upcoming #Cloud #AI Earnings $IGV $CLOU (After NYSE close unless noted) 2/19 Pre-mkt $LMND 2/24 $WDAY 2/25 $CRM $IONQ $TDOC 2/26 $CRWV $INTU $XYZ Pre-mkt $BIDU 3/2 $MDB 3/3 $CRWD 3/12 $ADBE"
X Link 2026-02-09T07:38Z [----] followers, [---] engagements
"Upcoming #Cloud #SaaS Earnings $IGV (After NYSE close unless noted) 3/2 $APPF $STNE Pre-mkt $EBIX 3/3 $BNFT $CDLX $VEEV $YEXT 3/4 $DSGX $GWRE $PING $SPLK 3/5 $OKTA 3/10 $CLDR 3/12 $ADBE $DOCU $DOMO $MDLA $WORK $ZUO 3/14 $ZM 3/16 $COUP 3/17 $MDB $SMAR 3/18 $PD 3/19 $CRWD"
X Link 2020-03-02T01:47Z [----] followers, [--] engagements
"Upcoming #Semiconductor Earnings $SMH $SOX: (After NYSE close unless noted) 6/30 Wednesday: $MU 7/9 $TSM and $UMC June Revenue and 2Q revenue 7/9 Pre-mkt Nanya 7/15 Pre-mkt $TSM 7/21 Pre-mkt $ASML 7/28 $QCOM $APH (1pm EST) Pre-mkt $UMC 8/19 $AMAT"
X Link 2021-06-26T13:55Z [----] followers, [--] engagements
"Upcoming #Semiconductor EVENTS $SMH $SOX: 1/2 9/29 $ASML Investor Day [----] 10/5 $IFNNY Infineon IFX Day 10/6 $MRVL Investor Day [----] 10/6-7 Scale AI Transform X 10/6-8 $SSNLF Samsung Foundry Forum 10/26-27 $TSM TSMC Open Innovation Platform Ecosystem Forum"
X Link 2021-09-25T05:53Z [----] followers, [--] engagements
"Upcoming #Semiconductor EVENTS $SMH $SOX: 2/2 10/27-28 $INTC Intel Innovation 11/3 $KLAC Annual Shareholders Meeting 11/8 $MCHP Analyst and Investor Day 11/9 $AVGO Software Investor Day 11/16 $QCOM Investor Day 11/17 $CREE Investor Day 11/18 $INTC Investor Meeting"
X Link 2021-09-25T05:54Z [----] followers, [--] engagements
"Upcoming #Semiconductor EVENTS $SMH $SOX: 1/2 10/5 $IFNNY Infineon IFX Day 10/6 $MRVL Investor Day [----] 10/6-7 Scale AI Transform X 10/6-8 $SSNLF Samsung Foundry Forum 10/26-27 $TSM TSMC Open Innovation Platform Ecosystem Forum 10/27-28 $INTC Intel Innovation"
X Link 2021-10-03T05:01Z [----] followers, [--] engagements
"Upcoming #Semiconductor Earnings $SMH $SOX (After NYSE close unless noted) [----] 1/13 Pre-mkt $TSM 1/19 Pre-mkt $ASML 1/24 $IBM 1/25 Pre-mkt $UMC 1/26 $INTC 1/31 Pre-mkt $NXPI 2/2 $QCOM 2/3 Pre-mkt $IFNNY 2/18 $AMAT Pre-mkt $BESIY"
X Link 2021-12-26T14:34Z [----] followers, [--] engagements
"@SKundojjala It was never under investment. It was low price. At TSMC 8-inch is old tech and production lines are fully depreciated so price per chip low. New 8-inch means cost rises. Customer sees cost rise redesigns for 12-inch as makes more sense. Automakers are cheapskates"
X Link 2021-12-29T23:04Z [----] followers, [--] engagements
"Upcoming #Semiconductor Earnings $SMH $SOX (After NYSE close unless noted) 1/5 1/24 Mon $IBM 1/25 Tue $TXN Pre-mkt $UMC 1/26 Wed $AVT $INTC $LRCX $SIMO $TER $WOLF $XLNX 1/27 Thr $AAPL $KLAC $WDC PreMkt $MKSI $MTSI $SSNLF $STM 1/31 $CRUS PreMkt $NXPI 2/1 $AMD PreMkt $ENTG"
X Link 2022-01-22T08:45Z [----] followers, [--] engagements
"Upcoming #Semiconductor Earnings $SMH $SOX (After NYSE close unless noted) 1/2 5/16 Monday Pre-mkt $TSEM 5/17 Tuesday $KEYS Pre-mkt $ATS.VI 5/18 Wednesday $SNPS Pre-mkt $ADI 5/19 Thursday $AMAT 5/25 $NVDA 5/26 $ADSK $MRVL 5/31 $AMBA 6/2 $AVGO #semiconductors"
X Link 2022-05-14T13:13Z [----] followers, [--] engagements
"Upcoming #Semiconductor Earnings $SMH $SOX (After NYSE close unless noted) 1/2 5/25 Wednesday $NVDA 5/26 Thursday $ADSK $MRVL 5/31 $AMBA 6/1 $SMTC 6/2 $AVGO"
X Link 2022-05-22T05:13Z [----] followers, [--] engagements
"3/5 Asia #Semiconductor Earnings $SMH $SOX 10/24 ShinEtsu 10/28 Advantest 10/27 Canon $CAJ 10/29 Disco SKhynix $UMC 10/30 Ibiden Renesas Samsung 10/31 Lasertec MediaTek Murata $TOELY 11/6 Ajinomoto Nikon Rohm Shibaura 11/11 $SONY SUMCO TOK 11/13 Kioxia Resonac Toppan 11/14 DNP"
X Link 2025-10-19T04:19Z [----] followers, [---] engagements
"4/6 Asia #Semiconductor Earnings $SMH $SOX 10/27 Canon 10/28 Advantest 10/29 Disco SKhynix $UMC 10/30 $ASX Ibiden Renesas Samsung 10/31 Lasertec MediaTek Murata TEL $TOELY 11/6 Ajinomoto HuaHong Nikon Rohm Shibaura 11/11 $SONY SUMCO TOK 11/13 Kioxia Resonac Toppan 11/14 DNP"
X Link 2025-10-26T08:50Z [----] followers, [---] engagements
"1/4 Semiconductor Earnings $SMH $SOX (After NYSE close unless noted) [----] 1/6 $PENG 1/8 $AEHR 1/15 Pre-mkt $TSM 1/26 Pre-mkt $ASML 1/28 $APH Pre-mkt $GLW 1/29 $SNDK Pre-mkt $CAJ $DOW $STM $TMO 2/3 $NXPI 2/4 $QCOM 2/25 $NVDA #semiconductor"
X Link 2026-01-03T10:01Z [----] followers, [----] engagements
"2/4 Asia #Semiconductor Earnings $SMH $SOX 1/21 Disco 1/27 Shin-Etsu 1/28 Advantest 1/29 Canon Samsung 1/30 Lasertec 2/2 Kyocera Murata 2/3 Ibiden 2/4 Aoi Rohm 2/5 Ajinomoto Nikon Renesas Shibaura $SONY 2/6 TokyoElec 2/9 TOK 2/10 Sumco 2/12 Kioxia 2/13 DNP Resonac Toppan"
X Link 2026-01-10T08:28Z [----] followers, [---] engagements
"4/5 Europe #Semiconductor Earnings $SMH $SOX 1/26 $ASML 1/29 $STM 2/3 AT&S $NXPI Siltronic Soitec 2/4 Infineon Melexis 2/5 Linde Nordic 2/10 AMS Osram 2/19 BESI 2/20 Air Liquide 2/26 Aixtron 2/27 BASF 3/3 ASMI VAT"
X Link 2026-01-10T08:29Z [----] followers, [---] engagements
"1/5 Semiconductor Earnings $SMH $SOX (After NYSE close unless noted) 1/22 $INTC PreMkt $MBLY 1/26 PreMkt $ASML 1/27 $TXN 1/28 $APH $LRCX PreMkt $AVT $GLW 1/29 $AAPL $KLAC $MXL $SNDK PreMkt $ALGM $CAJ $DOW $STM $TMO Hynix Samsung 2/2 $RMBS 2/3 $AMD $LITE $NXPI $SIMO PreMkt $TER"
X Link 2026-01-18T14:05Z [----] followers, [----] engagements
"3/5 Asia #Semiconductor Earnings $SMH $SOX 1/21 Disco 1/27 ShinEtsu 1/28 Advantest 1/29 $CAJ Hynix Samsung 1/30 Lasertec 2/2 Kyocera Murata 2/3 Ibiden 2/4 Aoi Panasonic Rohm 2/5 Ajinomoto Nikon Renesas Shibaura $SONY 2/6 TEL 2/9 TOK 2/10 Sumco 2/12 Kioxia 2/13 DNP Resonac Toppan"
X Link 2026-01-18T14:08Z [----] followers, [---] engagements
"4/5 Europe #Semiconductor Earnings $SMH $SOX 1/26 $ASML 1/29 $STM 2/3 AT&S $NXPI Siltronic Soitec 2/4 Infineon Melexis 2/5 Linde Nordic 2/10 AMS Osram 2/19 BESI 2/20 Air Liquide 2/26 Aixtron 2/27 BASF 3/3 ASMI VAT"
X Link 2026-01-18T14:08Z [----] followers, [---] engagements
"2/5 Semiconductor Earnings $SMH 2/4 $ARM $FORM $PTC $QCOM $SITM Pre- $VSH 2/5 $AOSL $MCHP $MPWR $PI $POWI Pre- $ASX $LIN 2/9 $AMKR $ICHR $ON 2/10 $AEIS $ALAB $DIOD Pre- $ENTG 2/11 Pre- $GFS $TSEM 2/12 $AMAT Pre- $HIMX $NVMI 2/17 $CDNS 2/18 Pre- $ADI 2/19 $ST 2/25 $NVDA $SKYT"
X Link 2026-01-24T09:40Z [----] followers, [---] engagements
"3/5 Asia #Semiconductor Earnings $SMH $SOX 1/27 ShinEtsu 1/28 Advantest $UMC 1/29 $CAJ Hynix Samsung 1/30 Lasertec 2/2 Murata 2/3 Ibiden 2/4 Aoi MediaTek Rohm 2/5 Ajinomoto $ASX Nikon Renesas Shibaura $SONY 2/6 TEL $TOELY 2/9 TOK 2/10 Sumco 2/12 Kioxia 2/13 DNP Resonac Toppan"
X Link 2026-01-24T09:42Z [----] followers, [---] engagements
"4/5 Europe #Semiconductor Earnings $SMH $SOX 1/26 $ASML 1/29 $STM 2/3 AT&S $NXPI Siltronic Soitec 2/4 Infineon Melexis 2/5 Linde Nordic 2/10 AMS Osram 2/19 BESI 2/20 Air Liquide 2/26 Aixtron 2/27 BASF 3/3 ASMI VAT"
X Link 2026-01-24T09:42Z [----] followers, [---] engagements
"1/5 Semiconductor Earnings $SMH $SOX (After NYSE close unless noted) 2/2 $FN $RMBS 2/3 $AMD $CRUS $LITE $NXPI $SIMO $SWKS Pre-mkt $TER 2/4 $ARM $COHR $FORM $KLIC $PTC $QCOM $SITM $WOLF Pre-mkt $VSH 2/5 $AOSL $ARW $MCHP $MPWR $PI $POWI Pre-mkt $ASX $LIN $SONY 2/9 $AMKR $ICHR $ON"
X Link 2026-02-02T11:40Z [----] followers, [---] engagements
"3/5 Asia #Semiconductor Earnings $SMH $SOX 2/2 Murata 2/3 Ibiden 2/4 Aoi MediaTek Panasonic Rohm 2/5 Ajinomoto $ASX Nikon Renesas Shibaura $SONY 2/6 TEL $TOELY 2/9 TOK 2/10 Sumco 2/12 Kioxia Hua Hong Semi 2/13 DNP Resonac Toppan"
X Link 2026-02-02T11:42Z [----] followers, [---] engagements
"RT @jenniferzeng97: 🚨Guess where all the discounted oil from Venezuela and Iran went To Xi's familyor specifically to his sister Qi Qiao"
X Link 2026-02-04T03:09Z [----] followers, [---] engagements
"1/5 Semiconductor Earnings $SMH $SOX (After NYSE close unless noted) 2/9 $AMKR $ICHR $ON 2/10 $AEIS $ALAB $DIOD $LSCC $SQNS Pre-mkt $ENTG 2/11 Pre-mkt $AVTR $GFS $TSEM 2/12 $AMAT Pre-mkt $HIMX $IPGP $NVMI 2/17 $ACLS $CDNS $MKSI Pre-mkt $CEVA 2/18 Pre-mkt $ADI"
X Link 2026-02-09T07:39Z [----] followers, [---] engagements
"2/5 Semiconductor Earnings $SMH $SOX (After NYSE close unless noted) 2/19 $OLED $ONTO $ST Pre-mkt $SLAB 2/23 $ADEA 2/24 $NVTS 2/25 $NVDA $SKYT $SNPS Pre-mkt $VLN 2/26 $AMBA"
X Link 2026-02-09T07:40Z [----] followers, [---] engagements
"3/5 Asia #Semiconductor Earnings $SMH $SOX 2/9 TOK 2/10 Sumco 2/12 Kioxia Hua Hong 2/13 DNP Resonac Toppan"
X Link 2026-02-09T07:41Z [----] followers, [---] engagements
"5/5 Semiconductor EVENTS $SMH $SOX 2/10 $TSM Jan. sales 2/11-13 SEMICON Korea 2/24 $TXN Capital Mngt $ARM Everywhere 3/2-5 MWC Barcelona 3/10 $TSM Feb. sales 3/11-12 $SNPS SNUG 3/15-19 Optical Fiber Con [----] 3/16-19 $NVDA GTC [----] 3/20-22 SEMICON China https://semiengineering.com/semiconductor-events/ https://semiengineering.com/semiconductor-events/"
X Link 2026-02-09T07:43Z [----] followers, [---] engagements
"1/4 Semiconductor Earnings $SMH $SOX (After NYSE close unless noted) 2/17 Tuesday $ACLS $CDNS $MKSI Pre-mkt $CEVA 2/18 Wednesday Pre-mkt $ADI 2/19 Thursday $OLED $ONTO $ST Pre-mkt $SLAB 2/23 $ADEA $KEYS $UCTT 2/24 $NVTS 2/25 $NVDA $SKYT $SNPS $VECO Pre-mkt $VLN"
X Link 2026-02-15T00:18Z [----] followers, [---] engagements
"2/4 Semiconductor Earnings $SMH $SOX (After NYSE) 2/26 $AAOI $ADSK $AEVA $AMBA 3/2 $CRDO 3/4 $AVGO $MX 3/5 $MRVL"
X Link 2026-02-15T00:19Z [----] followers, [---] engagements
"3/4 Europe #Semiconductor Earnings $SMH $SOX 2/19 BESI 2/20 Air Liquide 2/26 Aixtron 2/27 BASF 3/3 ASMI VAT"
X Link 2026-02-15T00:20Z [----] followers, [---] engagements
"4/4 Semiconductor EVENTS $SMH 2/22-26 SPIE Lithography 2/24 $TXN Capital Mngt $ARM Everywhere 3/2-5 MWC Barcelona 3/10 $TSM Feb. sales 3/11-12 $SNPS SNUG 3/12-18 SXSW [----] 3/15-19 Optical Fiber Con [----] 3/16-19 $NVDA GTC [----] 4/22-24 $GOOGL Cloud Next https://semiengineering.com/semiconductor-events/ https://semiengineering.com/semiconductor-events/"
X Link 2026-02-15T00:26Z [----] followers, [---] engagements
"1/2 Upcoming #Cloud #AI Earnings $IGV $CLOU (After NYSE close unless noted) 2/17 $PANW 2/18 $FIG 2/19 $FIX $OPEN Pre-mkt $LMND 2/24 $PRCT $WDAY Pre-mkt $CIFR $HPQ 2/25 $AI $CRM $IONQ $PSTG $ROOT $SNOW $TTD $TDOC $ZM 2/26 $CRWV $DELL $INTU $NTAP $RKT $SOUN $XYZ $ZS Pre-mkt $BIDU"
X Link 2026-02-15T00:28Z [----] followers, [---] engagements
"2/2 Upcoming #Cloud #AI Earnings $IGV $CLOU (After NYSE close unless noted) 3/2 $API $ASAN $MDB 3/3 $CRWD 3/4 $OKTA 3/9 $HPE 3/12 $ADBE 3/16 Pre-mkt Hon Hai Precision (Foxconn) 3/18 $TCEHY"
X Link 2026-02-15T00:29Z [----] followers, [---] engagements
"4/4 Semiconductor EVENTS $SMH $SOX 3/17-21 $NVDA GTC [----] 3/18 $NVDA CEO Keynote 3/19 $NVDA Analyst Q&A 3/19 Samsung AGM 3/18 $GLW iDay 3/20 $MPWR iDay 4/9-11 $GOOGL Cloud Next [----] 4/10 $TSM March revenue 4/23 $TSM U.S. Tech Symposium 5/5 ASMC [----] https://semiengineering.com/semiconductor-events/ https://semiengineering.com/semiconductor-events/"
X Link 2025-03-17T00:09Z [----] followers, [---] engagements
"Upcoming #Cloud #AI Earnings $IGV $CLOU (After NYSE close unless noted) 3/19 Pre-mkt $TCEHY 3/20 Pre-mkt $BZUN $PDD 4/17 $NFLX 4/22 Pre-mkt $SAP 4/23 $IBM"
X Link 2025-03-17T00:12Z [----] followers, [---] engagements
"@kimmonismus China still cut off. They have lots of old ASML machines old technology"
X Link 2025-03-22T00:20Z [----] followers, [---] engagements
"#Semiconductor Earnings $SMH $SOX 1/4 (After NYSE close unless noted) 4/2 $PENG 4/16 Pre-mkt $ASML 4/23 $APH 4/28 $NXPI 5/28 $NVDA"
X Link 2025-03-24T14:15Z [----] followers, [---] engagements
"2/4 Asia #Semiconductor Earnings $SMH $SOX 4/10 Nanya 4/17 Disco 4/25 Advantest 4/28 Lastertec 4/30 Murata 5/13 Dai Nippon Rohm 5/15 Resonac"
X Link 2025-03-24T14:15Z [----] followers, [---] engagements
"3/4 Europe #Semiconductor Earnings $SMH $SOX 4/14 Alphawave 4/16 ASML 4/17 VAT 4/23 BESI 4/28 NXP Semi 4/29 ASM Intl Nordic Semi 4/30 AMS Osram Melexis Siltronic 5/2 BASF 5/8 Infineon 5/15 AT&S 5/27 Soitec"
X Link 2025-03-24T14:15Z [----] followers, [---] engagements
"4/4 Semiconductor EVENTS $SMH $SOX 4/9-11 $GOOGL Cloud Next [----] 4/10 $TSM March revenue 4/23 $TSM N. America Tech Symposium 5/5 ASMC [----] Advanced Semiconductor Manufacturing Conference 5/19-22 $MSFT Build 6/10 $MRVL iDay 6/18 $KLAC iDay https://semiengineering.com/semiconductor-events/ https://semiengineering.com/semiconductor-events/"
X Link 2025-03-24T14:16Z [----] followers, [---] engagements
"Upcoming #Cloud #AI Earnings $IGV $CLOU (After NYSE close unless noted) 4/17 $NFLX 4/22 Pre-mkt $SAP 4/23 $IBM"
X Link 2025-03-24T14:25Z [----] followers, [---] engagements
"@dividendology Which has the best Dividend growth over that time or past decade"
X Link 2025-03-25T22:00Z [----] followers, [---] engagements
"2/4 Asia #Semiconductor Earnings $SMH $SOX 4/10 Nanya Tech 4/17 Disco TSMC 4/24 Canon Shinko 4/25 Advantest Shin Etsu 4/28 Lastertec 4/30 Murata Tokyo Electron 5/8 Nikon Sumco 5/12 Tokyo Ohka Kogyo (TOK) 5/13 Dai Nippon Rohm 5/15 Resonac"
X Link 2025-03-30T00:21Z [----] followers, [---] engagements
"3/4 Europe #Semiconductor Earnings $SMH $SOX 4/14 Alphawave 4/16 ASML 4/17 VAT 4/23 BESI 4/24 Air Liquide 4/28 NXP Semi 4/29 ASM Intl Nordic Semi 4/30 Aixtron AMS Osram Melexis Siltronic 5/2 BASF 5/8 Infineon 5/15 AT&S 5/27 Soitec"
X Link 2025-03-30T00:21Z [----] followers, [---] engagements
"4/4 Semiconductor EVENTS $SMH $SOX 3/31 $TSM 2nm Event 3/31-4/1 $INTC Vision [----] 4/9-11 $GOOGL Cloud Next [----] 4/10 $TSM March revenue 4/23 $TSM US Tech Symposium 5/5 ASMC [----] 5/19-22 $MSFT Build 6/10 $MRVL iDay 6/9-13 $AAPL WWDC [----] 6/18 $KLAC iDay https://semiengineering.com/semiconductor-events/ https://semiengineering.com/semiconductor-events/"
X Link 2025-03-30T00:24Z [----] followers, [---] engagements
"Upcoming #Cloud #AI Earnings $IGV $CLOU (After NYSE close unless noted) 4/17 $NFLX 4/22 Pre-mkt $SAP 4/23 $IBM 4/29 Pre-mkt $SPOT 6/12 $ADBE"
X Link 2025-03-30T00:27Z [----] followers, [---] engagements
"@MooreMorrisFan What about Mediatek Their IP deal with Nvidia is interesting"
X Link 2025-03-30T04:45Z [----] followers, [---] engagements
"@EricJhonsa What do you think of idea that Trump is killing stocks to get bond yields down so can roll over big amount this summer at low rate"
X Link 2025-04-02T08:52Z [----] followers, [---] engagements
"2/4 Asia #Semiconductor Earnings $SMH $SOX 4/10 Nanya Tech 4/17 Disco TSMC 4/24 Canon Shinko 4/25 Advantest Shin Etsu 4/28 Lastertec 4/30 Murata Tokyo Electron 5/8 Nikon Sumco 5/12 Tokyo Ohka Kogyo (TOK) 5/13 Dai Nippon Rohm 5/15 Resonac"
X Link 2025-04-05T10:33Z [----] followers, [---] engagements
"Upcoming #Cloud #AI Earnings $IGV $CLOU (After NYSE close unless noted) 4/17 $NFLX 4/22 $TSLA Pre-mkt $SAP 4/23 $IBM $NOW Pre-mkt $CHKP 4/24 $SSNC 4/29 $PYPL Pre-mkt $SPOT $ZBRA 4/30 $META 5/1 $AAPL $XYZ Pre-mkt $RBLX 5/7 $APP $FTNT Pre-mkt $DIS 5/14 Pre-mkt Foxconn 6/12 $ADBE"
X Link 2025-04-05T10:35Z [----] followers, [---] engagements
"Upcoming #Cloud #AI Earnings $IGV $CLOU (After NYSE close unless noted) 1/2 4/17 $NFLX 4/22 $TSLA Pre-mkt $SAP 4/23 $IBM $NOW Pre-mkt $CHKP 4/24 $SSNC Pre-mkt $FI 4/29 $PYPL Pre-mkt $SPOT $ZBRA"
X Link 2025-04-13T07:17Z [----] followers, [---] engagements
"2/2 Upcoming #Cloud #AI Earnings $IGV $CLOU (After NYSE close unless noted) 4/30 $CFLT $HOOD $META $MSFT $OTEX $PTC 5/1 $AAPL $PROS $TEAM $TWLO $XYZ Pre-mkt $MA $RBLX 5/6 $ANET $VRNS 5/7 $APP $FSLY $FTNT Pre-mkt $DIS 5/8 $COIN 5/13 Pre-mkt $CYBR 5/14 Pre-mkt Foxconn 6/12 $ADBE"
X Link 2025-04-13T07:18Z [----] followers, [---] engagements
"#Semiconductor Earnings $SMH $SOX 1/5 (After NYSE close unless noted) 4/16 Pre-mkt $ASML 4/17 Pre-mkt $TSM 4/23 $APH $LRCX $MXL $PI $TXN 4/24 $INTC Pre-mkt $CAJ $MBLY $STM SK Hynix 4/25 Pre-mkt $AVTR 4/28 $AMKR $CDNS $NXPI $RMBS $TER $UCTT 4/29 $MRVL Pre-mkt $GLW"
X Link 2025-04-13T07:19Z [----] followers, [----] engagements
"4/5 Europe #Semiconductor Earnings $SMH $SOX 4/14 Alphawave 4/16 ASML 4/17 VAT 4/23 BESI 4/24 Air Liquide $STM 4/28 NXP Semi 4/29 ASM Intl Nordic Semi 4/30 Aixtron AMS Osram Melexis Siltronic 5/1 Linde 5/2 BASF 5/8 Infineon 5/15 AT&S 5/27 Soitec"
X Link 2025-04-13T07:22Z [----] followers, [---] engagements
"5/5 Semiconductor EVENTS $SMH $SOX 4/23 TSMC Tech Symposium 4/29 Intel Direct Connect 5/5 ASMC [----] 5/19-22 $MSFT Build 5/28 $TSEM iDay 5/29 $SONY iDay 6/8-12 IEEE VLSI [----] 6/10 $MRVL iDay 6/9-13 $AAPL WWDC [----] 6/12 AMD Advancing AI [----] 6/18 $KLAC iDay https://semiengineering.com/semiconductor-events/ https://semiengineering.com/semiconductor-events/"
X Link 2025-04-13T07:25Z [----] followers, [---] engagements
"Semiconductor Earnings $SMH $SOX 1/5 (After NYSE close unless noted) 4/23 $APH $LRCX $MXL $PI $TXN 4/24 $INTC Pre-mkt $CAJ $MBLY $STM SK Hynix 4/25 Pre-mkt $AVTR 4/28 $AMKR $CDNS $NXPI $RMBS $TER $UCTT 4/29 $MRVL $QRVO Pre-mkt $GLW #Semiconductors"
X Link 2025-04-19T11:05Z [----] followers, [----] engagements
"2/6 Semiconductor Earnings $SMH $SOX 4/30 $AEIS $ANSS $FORM $KLAC $MRAM $PTC $QCOM Pre-mkt $ASX $SIMO $TOELY $WDC 5/1 $AAPL $COHU $MPWR $OLED Pre-mkt $APD 5/5 $ADEA $ICHR Pre-mkt $ON 5/6 $ALAB $AMD Pre-mkt $ACLS $GFS $IPGP"
X Link 2025-04-19T11:06Z [----] followers, [---] engagements
"5/6 Europe #Semiconductor Earnings $SMH $SOX 4/23 BESI 4/24 Air Liquide $STM 4/28 NXP Semi 4/29 ASM Intl Nordic Semi 4/30 Aixtron AMS Osram Melexis Siltronic 5/1 Linde 5/2 BASF 5/8 Infineon 5/15 AT&S 5/27 Soitec"
X Link 2025-04-19T11:08Z [----] followers, [---] engagements
"6/6 Semiconductor EVENTS $SMH $SOX 4/23 $TSM Tech Symposium 4/29 $INTC Direct Connect 5/5 ASMC [----] 5/19-22 $MSFT Build 5/28 $TSEM iDay 5/29 $SONY iDay 6/8-12 IEEE VLSI Symposium 6/10 $MRVL iDay 6/9-13 $AAPL WWDC [----] 6/12 $AMD Advancing AI 6/18 $KLAC iDay https://semiengineering.com/semiconductor-events/ https://semiengineering.com/semiconductor-events/"
X Link 2025-04-19T11:10Z [----] followers, [---] engagements
"1/2 Upcoming #Cloud #AI Earnings $IGV $CLOU (After NYSE close unless noted) 4/22 $TSLA Pre-mkt $SAP 4/23 $IBM $NOW $TYL Pre-mkt $CHKP 4/24 $GOOG $GOOGL $SSNC Pre-mkt $FI 4/29 $PYPL $STX Pre-mkt $SPOT $ZBRA 4/30 $CFLT $HOOD $META $MSFT $OTEX $PTC $TDOC"
X Link 2025-04-19T11:12Z [----] followers, [----] engagements
"2/2 5/1 $AAPL $ABNB $AMZN $LUMN $MSTR $PROS $ROKU $STRK $TEAM $TWLO $XYZ Pre-mkt $NSIT $MA $RBLX 5/5 $PLTR 5/6 $ANET $DOCN $VRNS 5/7 $APP $FSLY $FTNT $IONQ $PAYC $Z Pre-mkt $DAY $EMR $DIS $SEMR $UBER 5/8 $COIN $NET $TTD Pre-mkt $SHOP 5/12 $RPD 5/13 Pre-mkt $CYBR 6/12 $ADBE"
X Link 2025-04-19T11:13Z [----] followers, [---] engagements
"2/6 Sem Earnings 5/5 $ADEA $ICHR $LSCC $NVTS Pre-mkt $ON 5/6 $ALAB $AMD $CRUS $KLIC $LITE Pre $ACLS $GFS $IPGP $SQNS 5/7 $AOSL $ARM $COHR $MKSI $SITM $SKYT $SWKS $VECO Pre $CEVA $ENTG $VLN $VSH 5/8 $AAOI $DIOD $MCHP $ONTO $ST $WOLF Pre $ALGM $HIMX $MTSI $NVMI 5/12 $INDI $MX $POWI"
X Link 2025-04-26T08:47Z [----] followers, [---] engagements
"5/6 Europe #Semiconductor Earnings $SMH $SOX 4/28 NXP Semi 4/29 ASM Intl Nordic Semi 4/30 Aixtron AMS Osram Melexis Siltronic 5/1 Linde 5/2 BASF 5/8 Infineon 5/15 AT&S 5/27 Soitec"
X Link 2025-04-26T08:49Z [----] followers, [---] engagements
"6/6 Semiconductor EVENTS $SMH $SOX 4/29 $INTC IFS Direct Connect 5/5 ASMC [----] 5/9 $TSM April revenue 5/19-22 $MSFT Build 5/28 $TSEM iDay 5/29 $SONY iDay 6/8-12 IEEE VLSI 6/10 $MRVL iDay 6/9-13 $AAPL WWDC [----] 6/12 $AMD Advancing AI [----] 6/18 $KLAC iDay https://semiengineering.com/semiconductor-events/ https://semiengineering.com/semiconductor-events/"
X Link 2025-04-26T08:51Z [----] followers, [---] engagements
"ERROR: Marvell $MRVL incorrect. It will be 5/29 and NOT 4/29 New: 5/1 Pre-mkt $ARW 5/7 $SNDK"
X Link 2025-04-28T07:05Z [----] followers, [---] engagements
"Upcoming #Cloud #AI Earnings $IGV $CLOU (After NYSE close unless noted) 1/2 5/5 $PLTR $VMEO 5/6 $ANET $DOCN $QLYS $SMCI $TDC $VRNS PreMkt $DDOG $IQV $LMND 5/7 $APP $AXON $FSLY $FTNT $IONQ $MELI $PAYC $Z PreMkt $DAY $EMR $U $UBER 5/8 $COIN $HUBS $NET $RNG $TTD PreMkt $SHOP $SNPS"
X Link 2025-05-04T10:36Z [----] followers, [----] engagements
"2/2 Upcoming #Cloud #AI Earnings $IGV $CLOU 5/12 $RPD $ZI Pre-mkt $MNDY 5/13 Pre-mkt $CYBR 5/14 $CSCO $DT Pre-mkt Foxconn $TCEHY 5/15 Pre-mkt $BABA 5/20 $PANW 5/21 $SNOW $ZM Pre-mkt $BIDU 5/22 $INTU 5/29 $DELL 6/3 $ASAN 6/12 $ADBE"
X Link 2025-05-04T10:36Z [----] followers, [---] engagements
"Semiconductor Earnings $SMH $SOX 1/5 (After NYSE close unless noted) 5/5 $ADEA $ICHR $LSCC $NVTS PreMkt $ON 5/6 $ALAB $AMD $CRUS $KLIC $LITE PreMkt $ACLS $GFS $IPGP $SQNS 5/7 $AOSL $ARM $COHR $MKSI $SITM $SKYT $SNDK $SWKS $VECO PreMkt $CEVA $ENTG $VLN $VSH #semiconductors"
X Link 2025-05-04T10:39Z [----] followers, [----] engagements
"5/6 Europe Semiconductor Earnings $SMH $SOX 5/8 Infineon 5/15 AT&S 5/27 Soitec #semiconductors"
X Link 2025-05-04T10:42Z [----] followers, [---] engagements
"5/5 Semiconductor EVENTS $SMH $SOX 5/5 ASMC [----] (Semi Mfg) 5/9 $TSM April revenue 5/19-22 $MSFT Build 5/28 $TSEM iDay 5/29 $SONY iDay 6/8-12 IEEE VLSI Symposium 6/10 $MRVL iDay 6/9-13 $AAPL WWDC [----] 6/12 $AMD Advancing AI [----] 6/18 $KLAC iDay https://semiengineering.com/semiconductor-events/ https://semiengineering.com/semiconductor-events/"
X Link 2025-05-04T10:43Z [----] followers, [---] engagements
"@reluctantmutant @GlennLuk @FT I own a bridge in San Francisco called the Golden Gate. I'd like to sell it to you. Clearly you fall for anything"
X Link 2025-05-04T12:24Z [----] followers, [--] engagements
"@wayneyap Singapore is a navy yard for the CCP now not even a country anymore. So sad"
X Link 2025-05-09T17:35Z [----] followers, [--] engagements
"Upcoming #Cloud #AI Earnings $IGV $CLOU (After NYSE close unless noted) 1/2 5/12 Monday $RPD $ZI Pre-mkt $MNDY 5/13 Tuesday $PAGS Pre-mkt $CYBR $SE 5/14 Wednesday $CSCO $DT Pre-mkt Foxconn $TCEHY 5/15 Thursday Pre-mkt $BABA 5/20 $PANW 5/21 $SNOW $ZM Pre-mkt $BIDU $BZUN"
X Link 2025-05-10T07:00Z [----] followers, [---] engagements
"2/2 Upcoming #Cloud #AI Earnings $IGV $CLOU 5/22 $INTU 5/27 $API $OKTA 5/28 $CRM $HPQ $PSTG $VEEV 5/29 $DELL $ZS 6/3 $ASAN $CRWD 6/12 $ADBE"
X Link 2025-05-10T07:01Z [----] followers, [---] engagements
"Semiconductor Earnings $SMH $SOX 1/4 (After NYSE close unless noted) 5/12 $INDI $MX $POWI 5/13 $AIP Pre-mkt $CAMT $SLAB 5/14 $AEVA Pre-mkt $TSEM 5/15 $AMAT 5/20 $KEYS 5/22 $ADSK Pre-mkt $ADI 5/28 $NVDA $SNPS 5/29 $AMBA $MRVL 6/5 $AVGO #semiconductors"
X Link 2025-05-10T07:02Z [----] followers, [----] engagements
"3/4 Europe #Semiconductor Earnings $SMH $SOX 5/15 AT&S 5/27 Soitec"
X Link 2025-05-10T07:02Z [----] followers, [---] engagements
"4/4 Semiconductor EVENTS $SMH $SOX 5/19-22 $MSFT Build 5/28 $TSEM iDay 5/29 $SONY iDay 6/8-12 IEEE VLSI Symposium 6/10 $TSM May sales 6/9-13 $AAPL WWDC [----] 6/12 $AMD Advancing AI [----] 6/17 $MRVL Custom AI Silicon 6/18 $KLAC iDay https://semiengineering.com/semiconductor-events/ https://semiengineering.com/semiconductor-events/"
X Link 2025-05-10T07:03Z [----] followers, [---] engagements
"#Semiconductor Earnings $SMH $SOX 1/4 (After NYSE close unless noted) 5/20 $KEYS 5/22 $ADSK Pre-mkt $ADI 5/27 $SMTC 5/28 $NVDA $SNPS 5/29 $AMBA $MRVL 6/2 $CRDO 6/5 $AVGO"
X Link 2025-05-19T10:19Z [----] followers, [----] engagements
"3/4 Europe #Semiconductor Earnings $SMH $SOX 5/27 Soitec"
X Link 2025-05-19T10:20Z [----] followers, [---] engagements
"4/4 Semiconductor EVENTS $SMH $SOX 5/19-22 $MSFT Build 5/20-23 Computex [----] 5/28 $TSEM iDay 5/29 $SONY iDay 6/8-12 IEEE VLSI Symposium 6/10 $TSM May sales 6/9-13 $AAPL WWDC [----] 6/12 $AMD Advancing AI [----] 6/17 $MRVL Custom AI Silicon 6/18 $KLAC iDay https://semiengineering.com/semiconductor-events/ https://semiengineering.com/semiconductor-events/"
X Link 2025-05-19T10:21Z [----] followers, [---] engagements
"Upcoming #Cloud #AI Earnings $IGV $CLOU (After NYSE close unless noted) 5/20 $PANW 5/21 $SNOW $ZM Pre-mkt $BIDU $BZUN 5/22 $INTU 5/27 $API $OKTA 5/28 $AI $CRM $HPQ $PSTG $VEEV 5/29 $DELL $ESTC $PD $ZS 6/3 $ASAN $CRWD $HPE 6/5 $DOCU 6/12 $ADBE"
X Link 2025-05-19T10:21Z [----] followers, [---] engagements
"Semiconductor Earnings $SMH $SOX 1/3 (After NYSE close unless noted) 5/27 $SMTC 5/28 $NVDA $SNPS 5/29 $AMBA $MRVL 6/2 $CRDO 6/5 $AVGO 6/25 $MU #semiconductors #semiconductor"
X Link 2025-05-25T14:52Z [----] followers, [---] engagements
"2/3 Europe #Semiconductor Earnings $SMH $SOX 5/27 Soitec"
X Link 2025-05-25T14:53Z [----] followers, [---] engagements
"3/3 Semiconductor EVENTS $SMH $SOX 5/28 $TSEM iDay 5/29 $SONY iDay 6/8-12 IEEE VLSI Symposium 6/9-13 $AAPL WWDC [----] 6/10 $TSM May sales 6/9-13 $AAPL WWDC [----] 6/12 $AMD Advancing AI [----] 6/17 $MRVL Custom AI Silicon 6/18 $KLAC iDay https://semiengineering.com/semiconductor-events/ https://semiengineering.com/semiconductor-events/"
X Link 2025-05-25T14:54Z [----] followers, [---] engagements
"Upcoming #Cloud #AI Earnings $IGV $CLOU (After NYSE close unless noted) 5/27 $API $OKTA Pre-mkt $PDD 5/28 $AI $CRM $HPQ $PSTG $VEEV 5/29 $DELL $ESTC $PD $ZS 6/3 $ASAN $CRWD $GWRE $HPE 6/5 $DOCU 6/10 $GTLB 6/12 $ADBE"
X Link 2025-05-25T14:55Z [----] followers, [----] engagements
"@CerebrasSystems Sydney Sweeney"
X Link 2025-05-30T13:41Z [----] followers, [--] engagements
"Upcoming #Cloud #AI Earnings $IGV $CLOU (After NYSE close unless noted) 6/3 $ASAN $CRWD $GWRE $HPE 6/4 $MDB 6/5 $DOCU 6/10 $GTLB 6/12 $ADBE"
X Link 2025-06-02T07:02Z [----] followers, [---] engagements
"Upcoming #Cloud #AI Earnings $IGV $CLOU (After NYSE close unless noted) 6/10 $GTLB 6/11 $ORCL 6/12 $ADBE 6/16 $AAPS"
X Link 2025-06-08T22:52Z [----] followers, [---] engagements
"Semiconductor Earnings $SMH $SOX 1/2 (After NYSE close unless noted) 6/25 $MU 8/27 $NVDA #semiconductors"
X Link 2025-06-08T22:53Z [----] followers, [----] engagements
"2/2 Semiconductor EVENTS $SMH $SOX 6/8-12 IEEE VLSI Symposium 6/9-13 $AAPL WWDC [----] 6/10 $TSM May sales 6/12 $AMD Advancing AI [----] 6/17 $MRVL Custom AI Silicon 6/18 $KLAC iDay 8/24-26 Hot Chips [----] https://semiengineering.com/semiconductor-events/ https://semiengineering.com/semiconductor-events/"
X Link 2025-06-08T22:54Z [----] followers, [--] engagements
"2/2 Semiconductor EVENTS $SMH $SOX 6/8-12 IEEE VLSI Symposium 6/9-13 $AAPL WWDC [----] 6/10 $TSM May sales 6/12 $AMD Advancing AI [----] 6/17 $MRVL Custom AI Silicon 6/18 $KLAC iDay https://semiengineering.com/semiconductor-events/ https://semiengineering.com/semiconductor-events/"
X Link 2025-06-08T22:55Z [----] followers, [---] engagements
"Upcoming #Cloud #AI Earnings $IGV $CLOU (After NYSE close unless noted) 6/16 $AAPS 7/17 $NFLX 7/22 Pre-mkt $SAP 7/23 $IBM"
X Link 2025-06-16T08:14Z [----] followers, [---] engagements
"@XH_Lee23 Where What country What town or desert Nowhere because thus is more lies from China"
X Link 2025-06-21T16:36Z [----] followers, [---] engagements
"Upcoming #Cloud #AI Earnings $IGV $CLOU (After NYSE close unless noted) 7/17 $NFLX 7/22 Pre-mkt $SAP 7/23 $IBM"
X Link 2025-06-21T22:38Z [----] followers, [---] engagements
"@robbystarbuck Communists will do anything cheat polls buy votes murder mayhem to win"
X Link 2025-06-24T02:31Z [----] followers, [--] engagements
"@lelemSLP TikTok of course"
X Link 2025-07-19T04:19Z [----] followers, [--] engagements
"Upcoming #Cloud #AI Earnings $IGV $CLOU (After NYSE close unless noted) 7/23 $GOOGL $IBM $NOW $SSNC $TSLA Pre-mkt $FI 7/29 $STX $TDOC $VRNS Pre-mkt $PYPL $SPOT 7/30 $CFLT $HOOD $META $MSFT $TYL $WDC Pre-mkt $CHKP 7/31 $AAPL $AMZN $COIN $LUMN $MSTR $NET $PROS $ROKU Pre-mkt $RBLX"
X Link 2025-07-19T09:10Z [----] followers, [---] engagements
"2/2 Upcoming #Cloud #AI Earnings $IGV $CLOU 8/4 $MELI $PLTR $SEMR 8/5 $ANET $OPEN $TDC Pre-mkt $DOCN $LMND $ZBRA 8/6 $APP $FTNT $FSLY $IONQ $PAYC $SYM $Z $ZD Pre-mkt $DAY $DIS $EMR $SHOP $UBER 8/7 $TEAM $TWLO $XYZ Pre-mkt $CYBR $DDOG $WBD 8/14 Pre-mkt $ADYEY 8/27 $NVDA"
X Link 2025-07-19T09:10Z [----] followers, [---] engagements
"Semiconductor Earnings $SMH $SOX (After NYSE close unless noted) 7/21 $NXPI 7/22 $TXN 7/23 $APH $MXL PreMkt $TDY $TMO 7/24 $INTC PreMkt $CAJ $DOW $MBLY $STM SK Hynix 7/28 $AMKR $CDNS $RMBS $UCTT 7/29 $QRVO $ST $TER PreMkt $GLW 7/30 $ARM $FORM $LRCX $PI $PTC $QCOM PreMkt $ENTG"
X Link 2025-07-19T09:12Z [----] followers, [----] engagements
"2/7 Semiconductor Earnings $SMH $SOX 7/31 $AAPL $APD $COHU $KLAC $MPWR $MX $OLED Pre-mkt $ALGM $ARW $ASX $SIMO 8/1 Pre-mkt $AVTR 8/4 $ICHR Pre-mkt $ON 8/5 $ADEA $AEIS $ALAB $AMD $CRUS Pre-mkt $ACLS $GFS $IPGP 8/6 $AOSL $MKSI $POWI $SITM $VECO Pre-mkt $VLN $VSH"
X Link 2025-07-19T09:14Z [----] followers, [---] engagements
"7/7 Semiconductor EVENTS $SMH $SOX 7/17-20 $NVDA @ China Intl Supply Chain Expo 8/10-14 SIGGRAPH [----] 8/23 ASM Intl iDay 8/24-26 Hot Chips [----] 9/2-4 SEMICON India 9/10-12 SEMICON Taiwan https://semiengineering.com/semiconductor-events/ https://semiengineering.com/semiconductor-events/"
X Link 2025-07-19T09:23Z [----] followers, [---] engagements
"@Yuchenj_UW There are no constraints. They use data centers in Malaysia Singapore and Indonesia"
X Link 2025-07-25T23:46Z [----] followers, [--] engagements
"Upcoming #Cloud #AI Earnings $IGV $CLOU (After NYSE close unless noted) 1/2 7/29 $STX $TDOC $VRNS Pre-mkt $PYPL $SPOT 7/30 $CFLT $HOOD $META $MSFT $TYL $WDC Pre-mkt $CHKP 7/31 $AAPL $AMZN $APPF $COIN $LUMN $MSTR $NET $PROS $ROKU Pre-mkt $IDCC $NSIT $RBLX"
X Link 2025-07-27T14:59Z [----] followers, [---] engagements
"2/3 Upcoming #Cloud #AI Earnings $IGV $CLOU 8/4 $AXON $MELI $PLTR $SEMR $VMEO $ZI 8/5 $ANET $OPEN $QLYS $RNG $SMCI $TDC Pre-mkt $DOCN $FOUR $LMND $ZBRA 8/6 $ABNB $APP $FTNT $FSLY $HUBS $IONQ $PAYC $SYM $Z $ZD Pre-mkt $DAY $DIS $DT $EMR $SHOP $UBER $U"
X Link 2025-07-27T15:00Z [----] followers, [----] engagements
"3/3 Upcoming #Cloud #AI Earnings $IGV $CLOU 8/7 $RPD $TEAM $TDD $TWLO $XYZ Pre-mkt $CYBR $DDOG $WBD 8/11 Pre-mkt $MNDY 8/13 $TCEHY Pre-mkt $SPNS 8/14 Pre-mkt $ADYEY 8/20 Pre-mkt $BIDU 8/27 $NVDA"
X Link 2025-07-27T15:00Z [----] followers, [---] engagements
"5/6 Europe #Semiconductor Earnings $SMH $SOX 7/29 Air Liquide Siltronic 7/30 BASF Melexis 7/31 Aixtron AT&S AMS Osram 8/1 Linde 8/5 Infineon (prelim) 8/13 Nordic"
X Link 2025-07-27T15:03Z [----] followers, [---] engagements
"6/6 Semiconductor EVENTS $SMH $SOX 8/8 $TSM July sales 8/10-14 SIGGRAPH [----] $NVDA 8/20 $GOOGL Made by Google 8/23 ASM Intl iDay 8/24-26 Hot Chips [----] 9/2-4 SEMICON India 9/10 $TSM August sales 9/10-12 SEMICON Taiwan https://semiengineering.com/semiconductor-events/ https://semiengineering.com/semiconductor-events/"
X Link 2025-07-27T15:04Z [----] followers, [---] engagements
"Upcoming #Cloud #AI Earnings $IGV $CLOU (After NYSE close unless noted) 8/4 $AXON $MELI $PLTR $SEMR $ZI 8/5 $ANET $OPEN $QLYS $RNG $SMCI $TDC PreMkt $DOCN $FOUR $LMND $ZBRA 8/6 $ABNB $APP $FTNT $FSLY $HUBS $IONQ $PAYC $PRCT $SYM $Z $ZD PreMkt $DAY $DIS $DT $EMR $SHOP $UBER $U"
X Link 2025-08-03T05:35Z [----] followers, [----] engagements
"2/2 Upcoming #Cloud #AI Earnings $IGV $CLOU 8/7 $RPD $RXT $SERV $TEAM $TDD $TWLO $XYZ Pre-mkt $CYBR $DDOG $WBD 8/11 Pre-mkt $MNDY 8/12 Pre-mkt $SE 8/13 $PAGS $TCEHY Pre-mkt $SPNS 8/14 Pre-mkt $ADYEY Foxconn 8/20 Pre-mkt $BIDU 8/21 $INTU $ZM 8/26 $OKTA 8/27 $NVDA 9/3 $ASAN"
X Link 2025-08-03T05:36Z [----] followers, [----] engagements
"Semiconductor Earnings $SMH $SOX 1/5 (After NYSE close unless noted) 8/4 $ICHR $LSCC $NVTS PreMkt $ON $TSEM 8/5 $ADEA $AEIS $AIP $ALAB $AMD $CRUS $SWKS PreMkt $ACLS $DD $GFS $IPGP $SLAB 8/6 $AOSL $KLIC $MKSI $MRAM $POWI $SITM $SKYT $VECO PreMkt $AVT $VLN $VSH"
X Link 2025-08-03T05:38Z [----] followers, [----] engagements
"4/5 Europe #Semiconductor Earnings $SMH $SOX 8/5 Infineon 8/13 Nordic"
X Link 2025-08-03T05:39Z [----] followers, [---] engagements
"5/5 Semiconductor EVENTS $SMH $SOX 8/8 $TSM July sales 8/10-14 SIGGRAPH [----] $NVDA 8/20 Made by $GOOGL 8/23 ASM Intl iDay 8/24-26 Hot Chips [----] 9/2-4 SEMICON India 9/10 $TSM Aug sales 9/10-12 SEMICON Taiwan 9/17-18 $META Connect 10/13-16 $ORCL CloudWorld https://semiengineering.com/semiconductor-events/ https://semiengineering.com/semiconductor-events/"
X Link 2025-08-03T05:40Z [----] followers, [---] engagements
"@henrysgao Interesting but isn't it just a kangaroo court anyway Will anyone actually enforce the ruling"
X Link 2025-08-09T00:43Z [----] followers, [---] engagements
"@earthcurated @WithLukeArt Leave immediately. Just got back from Europe. Greece was best by far France great food London crime everywhere. Never going back"
X Link 2025-08-09T01:09Z [----] followers, [--] engagements
"2/3 Europe #Semiconductor Earnings $SMH $SOX 8/13 Nordic"
X Link 2025-08-10T09:41Z [----] followers, [---] engagements
"3/3 Semiconductor EVENTS $SMH $SOX 8/10-14 SIGGRAPH [----] $NVDA 8/20 Made by $GOOGL 8/23 ASM Intl iDay 8/24-26 Hot Chips 9/8-10 Yotta [----] 9/2-4 SEMICON India 9/8-12 SEMICON Taiwan 9/10 $TSM Aug sales 9/17-18 $META Connect 10/13-16 $ORCL CloudWorld [----] https://semiengineering.com/semiconductor-events/ https://semiengineering.com/semiconductor-events/"
X Link 2025-08-10T09:43Z [----] followers, [---] engagements
"Upcoming #Cloud #AI Earnings $IGV $CLOU (After NYSE close unless noted) 1/2 8/11 Pre-mkt $MNDY 8/12 Pre-mkt $SE 8/13 $CSCO $PAGS $TCEHY Pre-mkt $SPNS 8/14 $UMAC Pre-mkt $ADYEY Foxconn Lenovo 8/18 $API $PANW 8/20 Pre-mkt $BIDU 8/21 $INTU $ZM 8/26 $OKTA"
X Link 2025-08-10T09:45Z [----] followers, [----] engagements
"2/2 Upcoming #Cloud #AI Earnings $IGV $CLOU 8/27 $HPQ $NVDA $PSTG $SNOW $VEEV 8/28 $CRWD $DELL 9/2 $ZS 9/3 $AI $ASAN $CRM"
X Link 2025-08-10T09:45Z [----] followers, [---] engagements
"2/2 Semiconductor EVENTS $SMH $SOX 8/20 Made by $GOOGL 8/23 ASMI iDay 8/24-26 Hot Chips 9/8-10 Yotta [----] 9/2-4 SEMICON India 9/10 $TSM Aug 9/17-18 $META Connect 9/23-25 $QCOM SD Summit 10/13-16 $ORCL CloudWorld 11/11 $AMD iDay 11/17-21 $MSFT Ignite https://semiengineering.com/semiconductor-events/ https://semiengineering.com/semiconductor-events/"
X Link 2025-08-16T06:09Z [----] followers, [---] engagements
"Semiconductor Earnings $SMH $SOX 1/2 (After NYSE close unless noted) 8/25 $SMTC 8/27 $NVDA 8/28 $ADSK $AMBA $MRVL 9/3 $CRDO 9/4 $AVGO 9/9 $SNPS #Semiconductor"
X Link 2025-08-25T12:35Z [----] followers, [---] engagements
"@mrbcyber Chinese coders built much of U.S. social networks infecting with CCP thought. The problem is much bigger than you think"
X Link 2025-08-29T15:24Z [----] followers, [--] engagements
"Semiconductor Earnings $SMH $SOX 1/2 (After NYSE close unless noted) 9/9 $SNPS 9/23 $MU #Semiconductor"
X Link 2025-09-07T10:18Z [----] followers, [---] engagements
"@NuryVittachi Why does China have all Muslims in concentration camps in Xinjiang Is that your "Tao" Yes I think it is because murder and torture are what the Chinese Communist Party knows the best"
X Link 2025-09-28T13:02Z [----] followers, [--] engagements
"4/4 Semiconductor EVENTS $SMH $SOX 10/7-9 SEMICON West 10/9 $TSM Sep. sales 10/13-16 $ORCL CloudWorld [----] 10/27-29 $NVDA GTC 11/5 Melexis iDay 11/11 $AMD iDay 11/16-21 ACM/IEEE 11/17-21 $MSFT Ignite [----] 12/1-5 $AMZN AWS re:Invent [----] https://semiengineering.com/semiconductor-events/ https://semiengineering.com/semiconductor-events/"
X Link 2025-10-04T13:12Z [----] followers, [---] engagements
"@tphuang It means Dyson needs keep Chinese spies away from its factories"
X Link 2025-10-04T16:40Z [----] followers, [--] engagements
"@96Stats Actually peasants were encouraged to murder the landlords more than [---] million of them. You cant be a communist without lots of murder"
X Link 2025-10-04T16:43Z [----] followers, [---] engagements
"@thecyrusjanssen After the communist party destroyed Chinas economy and killed [---] million people it finally turned to the U.S. for help. The U.S. generously let this former enemy into its world trade system. China turns rich and becomes global bully"
X Link 2025-10-11T06:01Z [----] followers, [---] engagements
"Semiconductor Earnings $SMH $SOX 1/5 (After NYSE close unless noted) 10/15 PreMkt $ASML 10/16 PreMkt $TSM 10/21 $TXN 10/22 $APH $LAM Pre-mkt $TMO 10/23 $DOW $INTC $MXL Pre-mkt $MBLY $STM 10/27 $CDNS $NXPI $RMBS 10/28 $UCTT Pre-mkt $GLW 10/29 $KLAC $PI"
X Link 2025-10-11T22:19Z [----] followers, [---] engagements
"5/5 Semiconductor EVENTS $SMH $SOX 10/13-16 $ORCL CloudWorld 10/27-29 $NVDA GTC 11/5 Melexis iDay 11/11 $AMD iDay 11/16-21 ACM/IEEE Con 11/17-21 $MSFT Ignite 11/21-22 HonHai Tech Day 12/1-5 $AMZN re:Invent 12/6-10 IEDM [----] 12/17-19 SEMICON Japan https://semiengineering.com/semiconductor-events/ https://semiengineering.com/semiconductor-events/"
X Link 2025-10-11T22:23Z [----] followers, [---] engagements
"@antonyleather @intel @MicronTech When will this new memory be in volume production Manufacturing is often the hurdle in new memory"
X Link 2015-07-28T19:03Z [----] followers, [--] engagements
"@antonyleather @intel @MicronTech Price is another issue. When will this new memory hit price points comparable to DRAM or NAND"
X Link 2015-07-28T19:06Z [----] followers, [--] engagements
"@antonyleather @intel @MicronTech Yes saw that in your story. Again the key question is when It will take time"
X Link 2015-07-28T22:49Z [----] followers, [--] engagements
"@antonyleather Good point. Just skeptical because I've seen dozens of these new memory stories fail. DRAM and NAND are cheap hard to beat"
X Link 2015-07-28T22:56Z [----] followers, [--] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
/creator/x::ChipsSaas