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# ![@DrNHJ Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::108274765.png) @DrNHJ 루팡

루팡 posts on X about $nvda, nvda, investment, bitcoin the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.

### Engagements: XXXXX [#](/creator/twitter::108274765/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::108274765/c:line/m:interactions.svg)

- X Week XXXXXX -XX%
- X Month XXXXXX +119%
- X Months XXXXXXX +80,602%
- X Year XXXXXXX +18,684%

### Mentions: XX [#](/creator/twitter::108274765/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::108274765/c:line/m:posts_active.svg)

- X Week XX -XXXX%
- X Month XXX +162%
- X Months XXX +13,800%
- X Year XXX +833%

### Followers: XXXXX [#](/creator/twitter::108274765/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::108274765/c:line/m:followers.svg)

- X Week XXXXX +2.80%
- X Month XXXXX +11%
- X Months XXXXX +221%
- X Year XXXXX +228%

### CreatorRank: XXXXXXX [#](/creator/twitter::108274765/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::108274765/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::108274765/influence)
---

**Social category influence**
[stocks](/list/stocks)  XXXXX% [technology brands](/list/technology-brands)  XXXXX% [finance](/list/finance)  XXXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [currencies](/list/currencies)  XXXX% [celebrities](/list/celebrities)  XXXX% [travel destinations](/list/travel-destinations)  XXXX% [exchanges](/list/exchanges)  XXXX%

**Social topic influence**
[$nvda](/topic/$nvda) #740, [nvda](/topic/nvda) #217, [investment](/topic/investment) 4.84%, [bitcoin](/topic/bitcoin) #5282, [mining](/topic/mining) #498, [infrastructure](/topic/infrastructure) #1780, [cipher mining](/topic/cipher-mining) #398, [$cifr](/topic/$cifr) #384, [$googl](/topic/$googl) #3261, [alltime](/topic/alltime) XXXX%

**Top accounts mentioned or mentioned by**
[@tshirtnjeans2](/creator/undefined) [@elonmusk](/creator/undefined) [@xai](/creator/undefined) [@hedgedworld](/creator/undefined) [@patrici58829119](/creator/undefined)

**Top assets mentioned**
[NVIDIA Corp. (NVDA)](/topic/$nvda) [Bitcoin (BTC)](/topic/bitcoin) [Cipher Mining Inc. Common Stock (CIFR)](/topic/cipher-mining) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [IREN Limited (IREN)](/topic/$iren) [Oracle Corporation (ORCL)](/topic/$orcl) [Micron Technology, Inc. (MU)](/topic/$mu) [Metadium (META)](/topic/$meta) [Goldman Sachs (GS)](/topic/goldman-sachs) [Morgan Stanley (MS)](/topic/morgan-stanley) [Artificial Intelligence (AI4)](/topic/$ai4)
### Top Social Posts [#](/creator/twitter::108274765/posts)
---
Top posts by engagements in the last XX hours

"Doosan Tesna to Invest XXX Billion Won in Semiconductor Test Equipment Doosan Tesna announced on the 15th that its board of directors has approved the acquisition of tangible assetsspecifically semiconductor test equipmentworth approximately XXXXX billion won. The investment is aimed at proactively responding to growing demand for semiconductor testing. Doosan Tesna plans to introduce the new equipment sequentially from 2026 to 2027 expanding its semiconductor testing infrastructure in the process. A Doosan Tesna representative stated The semiconductor testing business is one in which"  
[X Link](https://x.com/DrNHJ/status/1978329109957935308) [@DrNHJ](/creator/x/DrNHJ) 2025-10-15T05:16Z 3759 followers, XXX engagements


"Needham Raises Cipher Mining ( $CIFR) Price Target from $XX to $XX Maintains Buy Rating Needham evaluated the Fluidstack lease which is backstopped by Google as more attractive than previously anticipated. In particular Cipher Mining will retain XXX% of the economics for the initial 168MW which differs from Needhams earlier expectation of a joint venture structure. Needham emphasized that Cipher Mining is one of the largest companies with a potential power pipeline of 2.4GW. This includes 170MW of NT power secured from the Stingray and Reveille projects in 20262027. The research firm issued"  
[X Link](https://x.com/DrNHJ/status/1973015174744621354) [@DrNHJ](/creator/x/DrNHJ) 2025-09-30T13:20Z 3763 followers, XXX engagements


"AI Boom Drives Explosive Demand ADATA Warns of Major Global Memory Shortage - $MU Samsung Sk hynix Chairman Simon Chen: The Rice Jar Is Empty DRAM NAND and HDD All in Short Supply Global memory module manufacturer ADATA Technology Chairman Simon Chen () said that the worlds memory market is facing a rare full-scale supply shortage. For the first time in history the four major product categories DRAM NAND and HDD are all simultaneously in short supply he stated. The explosive demand triggered by the AI boom has completely drained the rice jars of the three major upstream memory manufacturers."  
[X Link](https://x.com/DrNHJ/status/1977883469851275275) [@DrNHJ](/creator/x/DrNHJ) 2025-10-13T23:45Z 3765 followers, XXX engagements


"SK hynix Mirae Asset Securities Semiconductor Analyst: Kim Young-Gun General-Purpose Memory Market Under Pressure but Upgrade in Rating We upgrade our investment rating on SK hynix from Neutral Buy and raise our target price to 520000 (from 300000) an increase of 73%. Our 2026 operating profit estimate rises to XXXX trillion (from XXXX trillion) and our target P/B multiple increases to XXX (from 1.7) up XXXX% and XXXX% respectively. We judge that the rebound in the general-purpose memory market has come earlier and stronger than we previously expected. For FY2026 we estimate DRAM bit growth"  
[X Link](https://x.com/DrNHJ/status/1977643454357479890) [@DrNHJ](/creator/x/DrNHJ) 2025-10-13T07:51Z 3765 followers, XXX engagements


"Foxconn Hits Record Monthly Revenue of NT$837.1 Billion in September $NVDA Strong AI Server and iPhone XX Shipments Drive Growth Momentum Expected to Continue in Q4 Foxconn (Hon Hai Precision Industry Co. Ltd.) announced on October X that its consolidated revenue for September reached NT$837.1 billion setting a new all-time monthly high. This represents a XX% increase from August and a XXXX% rise year-over-year beating market expectations. The strong performance was driven by robust shipments of NVIDIAs GB200 and GB300 AI servers along with solid demand for Apples new iPhone XX series. The"  
[X Link](https://x.com/DrNHJ/status/1975073706419626429) [@DrNHJ](/creator/x/DrNHJ) 2025-10-06T05:40Z 3764 followers, XXX engagements


"Iren Cantor Fitzgeralds Brett Knoblauch Fox Business Interview $IREN Q) There was a time when Bitcoin mining drew a lot of controversy over energy use. Elon Musk even said Ill hold off on supporting crypto until they figure out the energy issue. It became a political debate and what once looked like a massive opportunity seemed to fade away but now the data center industry is breathing new life into that space. A) The shift really began around June of last year when a partnership between Core Scientific and CoreWeave kicked things off. Since then nearly every Bitcoin miner has gradually"  
[X Link](https://x.com/DrNHJ/status/1979042258834833851) [@DrNHJ](/creator/x/DrNHJ) 2025-10-17T04:30Z 3764 followers, 1318 engagements


"Exclusive Korea-U.S. Tariff Negotiations Enter Final Phrase Coordination Delegation to Visit White House OMB Tomorrow Key members of the Korean delegation Deputy Prime Minister Koo Yun-cheol Presidential Policy Chief Kim Yong-beom and Minister of Trade Industry and Energy Kim Jung-kwan will visit the White House Office of Management and Budget (OMB) to finalize language in the bilateral MOU. The step is seen as a procedural move given the current U.S. federal government shutdown. Once approved by President Trump the tariff and investment negotiations will be effectively concluded."  
[X Link](https://x.com/DrNHJ/status/1978607107164586467) [@DrNHJ](/creator/x/DrNHJ) 2025-10-15T23:41Z 3765 followers, XXX engagements


"Exclusive Pichai and Jensen Huang Confirm Attendance at APEC in Gyeongju $NVDA $GOOGL A Global Big Shot Gathering Energy biotech and virtual asset industry leaders to join Continental Resources founder and Tokyo Gas president also participating Binance CEO Zhao Changpeng coordinating attendance Google CEO Sundar Pichai has confirmed his attendance at the upcoming APEC CEO Summit in Gyeongju set for the end of this month. Jensen Huang CEO of NVIDIA has also formally notified organizers of his participation. In addition to global big tech leaders figures from energy biotech and virtual asset"  
[X Link](https://x.com/DrNHJ/status/1979077793024741597) [@DrNHJ](/creator/x/DrNHJ) 2025-10-17T06:51Z 3764 followers, XXX engagements


"Hanwha Ocean Caught in US-China Pride Battle: Sanctions More Symbolic Than Substantive Chinas announcement to sanction five Hanwha Group subsidiaries in the US has drawn attention but industry experts expect the real impact to be minimal. Upon closer look the sanctions appear more symbolic than practicalan attempt at political signaling rather than a move with tangible economic consequences. From Beijings perspective this move serves two political purposes. First it demonstrates Chinas ability to retaliate against US-led shipbuilding and maritime sanctions sending a message to the global"  
[X Link](https://x.com/DrNHJ/status/1978233839878308278) [@DrNHJ](/creator/x/DrNHJ) 2025-10-14T22:57Z 3764 followers, XXX engagements


"AI Boom Wistron and Wiwynn Post Surging Q3 Results $NVDA Driven by Semiconductor Giants and Booming AI Infrastructure Demand With leading AI semiconductor companies aggressively expanding in the market and AI infrastructure demand continuing to soar Wistron and its subsidiary Wiwynn both recorded more than double year-over-year growth in Q3 2025 once again setting new all-time quarterly highs. Cumulative consolidated revenue for the first nine months of 2025 also reached record levels: Wistron: NT$1.4656 trillion Wiwynn: NT$658.2 billion Notably Wistron has already surpassed its full-year"  
[X Link](https://x.com/DrNHJ/status/1976085914599424486) [@DrNHJ](/creator/x/DrNHJ) 2025-10-09T00:42Z 3754 followers, XXX engagements


"Meta Pembina Near Deal to Build Massive AI Data Center in Alberta $META Alberta seeks to attract hyperscalers by leveraging natural gas-based power supply Pembina Pipeline an energy infrastructure company is in the final stages of negotiations to build a massive AI data center northeast of Edmonton for social media giant Meta three sources familiar with the matter told The Logic. The deal would mark a major step forward in Albertas push to become a global hub for AI hyperscalers. At the core of the plan is a strategy to use the provinces natural gas resources to meet the enormous power"  
[X Link](https://x.com/DrNHJ/status/1974219814873993231) [@DrNHJ](/creator/x/DrNHJ) 2025-10-03T21:07Z 3765 followers, XXX engagements


"Rosenblatt raised its price target on Cipher Mining ( $CIFR) to $XX while maintaining a Buy rating. This price target increase follows Cipher Minings first high-performance computing (HPC) contract which Rosenblatt described as a transformation transaction marking the companys evolution from a Bitcoin miner to an HPC hosting provider. Rosenblatt noted that although the stock fell about XX% immediately after the deal announcement this was due more to the concurrent convertible bond issuance (capital raise) rather than the details of the deal itself. The XXX MW lease agreement with Fluidstack"  
[X Link](https://x.com/DrNHJ/status/1972627581943058757) [@DrNHJ](/creator/x/DrNHJ) 2025-09-29T11:40Z 3763 followers, XXX engagements


"Meritz Securities Semiconductor/Display Analyst: Kim Sun-woo Taiwans Nanya Technology Q3 2025 Earnings Results Revenue: TWD XXXXX billion (+78.4% QoQ +130.9% YoY) Operating profit: TWD XXXX billion (turned profitable QoQ and YoY) The company delivered a significant earnings improvement driven by a 40%+ increase in ASP and a XX% increase in shipment volume versus the previous quarter. Full-year 2025 CapEx is expected to remain roughly flat at TWD XX billion similar to last year (TWD XXXX billion executed during 1Q3Q). 2025 full-year bit shipments are guided to increase more than XX% YoY. Q4"  
[X Link](https://x.com/DrNHJ/status/1977644055988478252) [@DrNHJ](/creator/x/DrNHJ) 2025-10-13T07:54Z 3763 followers, XXX engagements


"Oracle AI World Keynote (Oct. XX 2025) $ORCL The core message of this year's Oracle AI World event is that AI is not just another technology or a new feature but a "once-in-a-generation moment" that is fundamentally changing the way business is done. Oracle emphasized its differentiation from competitors by providing AI that is perfectly "built-in" not "bolted on" across every layer of the tech stack. Key Points from Mike Sicilia's (Oracle CEO) Keynote Oracle's AI Leadership: Oracle asserted that it is the only company capable of supporting the AI ambitions of every business by integrating"  
[X Link](https://x.com/DrNHJ/status/1978244731558908094) [@DrNHJ](/creator/x/DrNHJ) 2025-10-14T23:41Z 3754 followers, XXX engagements


"Nanya Technology Posts September Revenue of NT$66.64 Billion Up More Than XXX Times Year-on-Year Memory chipmaker Nanya Technology (2408) announced that its consolidated revenue for September reached NT$66.64 billion. This represented a XXXX% decline compared with the previous month but a sharp increase of XXXXXX% compared with the same period last year. For the first nine months of 2025 cumulative revenue totaled NT$364.93 billion up XXXXX% from the same period a year earlier. Industry sources noted that rising DRAM prices and strong demand for cloud and AI servers continue to benefit Nanya"  
[X Link](https://x.com/DrNHJ/status/1974049437229178960) [@DrNHJ](/creator/x/DrNHJ) 2025-10-03T09:50Z 3762 followers, 16K engagements


"Oracle AI World Keynote (Oct. XX 2025) $ORCL The core message of this year's Oracle AI World event is that AI is not just another technology or a new feature but a "once-in-a-generation moment" that is fundamentally changing the way business is done. Oracle emphasized its differentiation from competitors by providing AI that is perfectly "built-in" not "bolted on" across every layer of the tech stack. Key Points from Mike Sicilia's (Oracle CEO) Keynote Oracle's AI Leadership: Oracle asserted that it is the only company capable of supporting the AI ambitions of every business by integrating"  
[X Link](https://x.com/DrNHJ/status/1978244809392586859) [@DrNHJ](/creator/x/DrNHJ) 2025-10-14T23:41Z 3754 followers, XXX engagements


"Goldman Sachs Aims for a Bigger Share of the AI Infrastructure Financing Boom The artificial intelligence (AI) boom has sparked an unprecedented investment surge. According to Morgan Stanley total spending on chips servers and data centers is expected to reach nearly $X trillion by 2028. Amid this trend Goldman Sachs is moving to secure a larger foothold in the market for financing data centers and other AI-related infrastructure. The Wall Street giant is establishing a new dedicated team within its Global Banking & Markets division focused on: expanding lending activity in the AI"  
[X Link](https://x.com/DrNHJ/status/1979378396183564565) [@DrNHJ](/creator/x/DrNHJ) 2025-10-18T02:45Z 3764 followers, XXX engagements


"IRENs Potential Benefits from the OpenAIAMD Partnership $IREN IREN is actively diversifying its business from Bitcoin mining into AI cloud services focusing on GPU leasing and hosting. As of September XX 2025 the company announced it has secured 23000 GPUs (including NVIDIA Blackwell GB/NVL H100/H200 and AMD MI350X). IREN targets annual recurring revenue (ARR) of over $XXX million from its AI Cloud segment. The rapid expansion of OpenAIs compute demand and the multi-vendor diversification trend directly tie into IRENs industrial growth prospects. Prolonged Demand Imbalance: OpenAIs"  
[X Link](https://x.com/DrNHJ/status/1975172758524076505) [@DrNHJ](/creator/x/DrNHJ) 2025-10-06T12:14Z 3752 followers, XXX engagements