# ![@HyperTechInvest Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1775724378891714560.png) @HyperTechInvest Daniel Romero

Daniel Romero, an analyst, has raised his price target for AMD to $600 with a strong buy rating. This is one of several recent upgrades, including those from Barclays, Jefferies, and BofA, which have all expressed optimism about AMD's prospects, particularly following its deal with OpenAI. The deal, which involves AMD supplying OpenAI with [--] GW of AI accelerators, is seen as a major validation of AMD's technology and a potential source of significant revenue.

### Engagements: [------] [#](/creator/twitter::1775724378891714560/interactions)
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### Mentions: [--] [#](/creator/twitter::1775724378891714560/posts_active)
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### Followers: [------] [#](/creator/twitter::1775724378891714560/followers)
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### CreatorRank: [-------] [#](/creator/twitter::1775724378891714560/influencer_rank)
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### Social Influence

**Social category influence**
[stocks](/list/stocks)  #1335 [technology brands](/list/technology-brands)  35.25% [finance](/list/finance)  23.74% [countries](/list/countries)  8.63% [cryptocurrencies](/list/cryptocurrencies)  4.32% [automotive brands](/list/automotive-brands)  2.88% [currencies](/list/currencies)  2.16% [financial services](/list/financial-services)  1.44% [travel destinations](/list/travel-destinations)  0.72% [celebrities](/list/celebrities)  0.72%

**Social topic influence**
[$amd](/topic/$amd) #1, [ai](/topic/ai) 19.42%, [$nbis](/topic/$nbis) #133, [$mu](/topic/$mu) #76, [stocks](/topic/stocks) 7.91%, [$iren](/topic/$iren) #219, [$intc](/topic/$intc) #42, [$nvda](/topic/$nvda) #31, [in the](/topic/in-the) 7.19%, [$glxy](/topic/$glxy) #88

**Top accounts mentioned or mentioned by**
[@grok](/creator/undefined) [@miragewl8](/creator/undefined) [@penguinvesting](/creator/undefined) [@mb_hogan](/creator/undefined) [@crnainvestor](/creator/undefined) [@david_incel](/creator/undefined) [@eatonj](/creator/undefined) [@randomgibbers](/creator/undefined) [@getdeepsignal](/creator/undefined) [@akashpatel_01](/creator/undefined) [@stockstormx](/creator/undefined) [@tradingth3trend](/creator/undefined) [@beauty_oe](/creator/undefined) [@england_michael](/creator/undefined) [@mktmavpro](/creator/undefined) [@stockfins](/creator/undefined) [@mvcinvesting](/creator/undefined) [@thejefflutz](/creator/undefined) [@stockmarketnerd](/creator/undefined) [@mbhogan](/creator/undefined)

**Top assets mentioned**
[Advanced Micro Devices (AMD)](/topic/$amd) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Micron Technology, Inc. (MU)](/topic/$mu) [Iris Energy Limited (IREN)](/topic/$iren) [Intel Corporation (INTC)](/topic/$intc) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Galaxy Digital Inc. (GLXY)](/topic/$glxy) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Hut [--] Mining Corp. (HUT)](/topic/$hut) [TeraWulf Inc. (WULF)](/topic/$wulf) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [CoreWeave, Inc (CRWV)](/topic/$crwv) [Applied Digital Corp. (APLD)](/topic/$apld) [Ondas Holdings Inc. Common Stock (ONDS)](/topic/$onds) [CLEANSPARK INC (CLSK)](/topic/$clsk) [Bitfarms Ltd. (BITF)](/topic/$bitf) [Oracle Corporation (ORCL)](/topic/$orcl) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Metadium (META)](/topic/$meta) [Redwire Corporation (RDW)](/topic/$rdw) [Riot Platforms, Inc. (RIOT)](/topic/$riot) [Lumentum Holdings Inc. Common Stock (LITE)](/topic/$lite) [Coherent Inc (COHR)](/topic/$cohr) [WhiteFiber, Inc.  (WYFI)](/topic/$wyfi) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [Intuitive Machines, Inc. (LUNR)](/topic/$lunr) [Sandisk Corporation (SNDK)](/topic/$sndk) [SkyWater Technology, Inc. (SKYT)](/topic/$skyt) [Unusual Machines, Inc (UMAC)](/topic/$umac) [AeroVironment, Inc. (AVAV)](/topic/$avav) [MARA Holdings, Inc. (MARA)](/topic/$mara) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [BITMINE IMMERSION TECH (BMNR)](/topic/$bmnr) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Arm Holdings plc (ARM)](/topic/$arm) [Velo (VELO)](/topic/$velo) [Bloom Energy Corporation (BE)](/topic/$be) [Rio Tinto plc (RIO)](/topic/rio-tinto) [Realio Network (RIO)](/topic/$rio) [Tesla, Inc. (TSLA)](/topic/$tsla) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Credo Technology Group Holding Ltd (CRDO)](/topic/$crdo) [Applied Materials, Inc. (AMAT)](/topic/$amat) [Tempus AI, Inc. (TEM)](/topic/$tem)
### Top Social Posts
Top posts by engagements in the last [--] hours

"The largest U.S. fab isnt being built by $TSM or $INTC Its being built by $MU"  
[X Link](https://x.com/HyperTechInvest/status/1954645076816404739)  2025-08-10T20:44Z 31K followers, 54K engagements


"$AMD down on various news: 🔴 Possible collaboration between $INTC SoftBank and $ARM 🔴 Jeff Pu of Hong Kongs GF Securities downgraded $AMD citing that the company has cut MI355X orders reducing full-year order volume from $7B to $6B 🟠 The U.S. Government announced that NVIDIA and $AMD will now have to apply for licenses to sell in China for each generation 🟠 The U.S. also announced its intention to possibly take a stake in Intel. This could mean money flowing from $NVDA and $AMD through special taxes to support their largest competitor. Bad news"  
[X Link](https://x.com/HyperTechInvest/status/1957824602648043975)  2025-08-19T15:18Z 31K followers, 27.3K engagements


"I am only invested in a few select companies but I love giving stock ideas Here are [--] potential multibaggers you probably havent heard about: $VELO Velo3D $CCCX Infleqtion $DGXX Digi Power X $SHLS Shoals Technologies Group $MTRN Materion Corporation $AMPX Amprius Technologies $HYLN Hyliion Holdings $FIGR Figure Technology Solutions $DEFT DeFi Technologies $GEMI Gemini $OCC Optical Cable Corporation $COHR Coherent Corp $ALMU Aeluma $NVTS Navitas Semiconductor https://twitter.com/i/web/status/1976692596891144431 https://twitter.com/i/web/status/1976692596891144431"  
[X Link](https://x.com/HyperTechInvest/status/1976692596891144431)  2025-10-10T16:53Z 31K followers, 67K engagements


"Energy demand is skyrocketing Superintelligence will require the equivalent of thousands of nuclear plants to power it Thats why energy stocks are surging Here are [--] energy companies benefiting from the AI data center boom that you should consider A thread 🧵 [--]. Bloom Energy Corporation Market cap: $31B Bloom Energy develops solid-oxide fuel cells that generate electricity on-site using natural gas biogas or hydrogen. The company also builds high-temperature electrolyzers that produce hydrogen more efficiently than conventional systems making it a strong candidate to supply clean reliable"  
[X Link](https://x.com/HyperTechInvest/status/1985115924626919691)  2025-11-02T22:44Z 31K followers, 66.9K engagements


"Optics will likely follow memory in the AI supercycle Here are some of the top optics stocks to consider for your portfolio: $COHR Coherent Makes the high-speed lasers and fiber-optic parts that move data between servers in cloud and AI data centers. $LITE Lumentum Supplies optical modules and lasers that big cloud providers use to upgrade their data-center and AI networks to higher-speed connections. $AAOI Applied Optoelectronics Builds fiber-optic modules that plug into servers and switches so hyperscalers can move data quickly inside modern data centers. $FN Fabrinet Contract manufacturer"  
[X Link](https://x.com/HyperTechInvest/status/1997387039168151976)  2025-12-06T19:25Z 31K followers, 47.2K engagements


"According to S&P Global data center demand will grow [--] percent faster than data center supply Thats insanely bullish for all data center companies Heres a list of names: Large Cap $EQIX Equinix - MC: 72.8B $DLR Digital Realty Trust - MC: 57.3B $CRWV CoreWeave - MC: 44.0B $NBIS Nebius Group N.V. - MC: 24.6B $IREN IREN - MC: 12.9B $GLXY Galaxy Digital - MC: 10.0B Mid Cap $FRMI Fermi - MC: 9.3B $APLD Applied Digital - MC: 8.7B $CIFR Cipher Mining - MC: 7.8B $WULF TeraWulf - MC: 6.1B $RIOT Riot Platforms - MC: 5.6B $CORZ Core Scientific - MC: 5.5B $HUT Hut [--] - MC: 4.6B $MARA Mara Holdings - MC:"  
[X Link](https://x.com/HyperTechInvest/status/1998098725118365767)  2025-12-08T18:33Z 31K followers, 17.8K engagements


"Wall Street fears an AI Bubble as tech debt surges This fall $META $AMZN $GOOG and $ORCL collectively raised $88B in bond offerings to support AI initiatives. JPMorgan analysts forecast that investment grade tech debt could reach $1.5T by [----] $ORCL credit default swap costs have reached their highest levels since [----] with spreads widening from [--] basis points to [-----] basis points over just three months. This implies a five year default probability near 9.2%. As noted by Kim Forrest the credit market appears more focused on downside risk prioritising repayment certainty over growth"  
[X Link](https://x.com/HyperTechInvest/status/2000595810665332989)  2025-12-15T15:56Z 31K followers, [----] engagements


"Analysis of data center operator deals Here's the list by highest Revenue per MW to lowest: $GLXY Galaxy Digital: $2.28M per MW per year $WULF TeraWulf: $2.26M per MW per year $HUT Hut 8: $1.91M per MW per year $WULF TeraWulf: $1.83M per MW per year Lake Mariner Fluidstack $APLD Applied Digital: $1.83M per MW per year $WULF TeraWulf: $1.82M per MW per year Lake Mariner Core42 $CIFR Cipher Mining: $1.79M per MW per year Barber Lake Fluidstack $CIFR Cipher Mining: $1.77M per MW per year Black Pearl AWS https://twitter.com/i/web/status/2002479646110372235"  
[X Link](https://x.com/HyperTechInvest/status/2002479646110372235)  2025-12-20T20:42Z 31K followers, 27.5K engagements


"Analysis of data center operator deals (This time with $WYFI) Ranked by revenue per MW per year (highest to lowest) $GLXY Galaxy Digital: $2.28M per MW per year Helios Campus Texas CoreWeave $WULF TeraWulf: $2.26M per MW per year Abernathy Campus Texas Fluidstack JV $WYFI WhiteFiber: $2.16M per MW per year NC-1 AI Data Center Campus Madison North Carolina Nscale $HUT Hut 8: $1.91M per MW per year River Bend Campus Texas AnthropicFluidstack $WULF TeraWulf: $1.83M per MW per year Lake Mariner Campus New York Fluidstack $APLD Applied Digital: $1.83M per MW per year Ellendale Campus North Dakota"  
[X Link](https://x.com/HyperTechInvest/status/2002521147032617113)  2025-12-20T23:27Z 31K followers, [----] engagements


"Space companies are exploding Space DCs + space superiority order are creating tons of hype 1-month performance $RKLB Rocket Lab +82% $RDW Redwire Corporation +50% $LUNR Intuitive Machines +66% $SIDU Sidus Space +94% $ASTI Ascent Solar Technologies +239% $SUUN PowerBank Corporation +26% $VOYG Voyager Technologies +34% $VELO Velo3D +175% $MDA MDA Space +15% $FLY Firefly Aerospace +55% $PL Planet Labs +79% https://twitter.com/i/web/status/2003521378507481194 https://twitter.com/i/web/status/2003521378507481194"  
[X Link](https://x.com/HyperTechInvest/status/2003521378507481194)  2025-12-23T17:41Z 31K followers, 26.8K engagements


"The US wants to put humans on the Moon build a lunar base deploy nuclear reactors in space and launch a new space station All by [----] Stocks positioned to benefit: $LUNR Intuitive Machines Won a $116.9M NASA Moon delivery award and a communications and navigation relay contract worth up to $4.82B supporting missions from Earth to the Moon $RDW Redwire Built the roll-out solar arrays used to upgrade power on the International Space Station. Its solar hardware is also used in NASA lunar exploration missions $VOYG Voyager Technologies Leads the Starlab commercial space station program and has"  
[X Link](https://x.com/HyperTechInvest/status/2008223798156271651)  2026-01-05T17:07Z 31K followers, 15.1K engagements


"$META is considering buying $AMD GPUs instead of Google TPUs According to GF Securities analyst Jeff Pu"  
[X Link](https://x.com/HyperTechInvest/status/2013533886383370599)  2026-01-20T08:47Z 31K followers, 59.8K engagements


"China controls the critical materials supply chain Heres Chinas market share and the companies producing each material outside China: Gallium 98.7% $VNP 5N Plus $RIO Rio Tinto Graphite 95.2% $SYAAF Syrah Resources $NMG Nouveau Monde Graphite $WWR Westwater Resources $GPHOF Graphite One Manganese 95.0% $ERMTF Eramet $ELMTF Element [--] Rare earths 92.1% $LYSCF Lynas Rare Earths $MP MP Materials $ILKAF Iluka Resources $ARUAF Arafura Rare Earths $USAR USA Rare Earth Silicon metal 84.8% $GSM Ferroglobe $ELK.OL Elkem Molybdenum 81.0% $FCX Freeport-McMoRan $SCCO Southern Copper $ANFGF Antofagasta"  
[X Link](https://x.com/HyperTechInvest/status/2015528916107071938)  2026-01-25T20:55Z 31K followers, 20.9K engagements


"$SSNLF expects foundry profitability by [----] driven by chip orders from $TSLA $AMD and $QCOM Could [----] be the final turnaround year for Samsung and Intel Foundries"  
[X Link](https://x.com/HyperTechInvest/status/2015844405576450357)  2026-01-26T17:48Z 31K followers, [----] engagements


"Global copper demand forecast by sector Source: S&P Global"  
[X Link](https://x.com/HyperTechInvest/status/2016130212384129457)  2026-01-27T12:44Z 30.9K followers, [----] engagements


"BofA analyst Vivek Arya flags $NVDA $AVGO $AMD and $CRDO as undervalued The bank projects these stocks will grow revenue by an average of 42% and adjusted earnings per share by 49% from [----] to [----] yet they currently trade at just 24x calendar year [----] earnings implying a 0.5x PEG ratio https://twitter.com/i/web/status/2016292225685045382 https://twitter.com/i/web/status/2016292225685045382"  
[X Link](https://x.com/HyperTechInvest/status/2016292225685045382)  2026-01-27T23:28Z 31K followers, 17.8K engagements


"Portfolio is up +27.1% YTD in EUR Best performers: $RCAT +80% $GLXY +29% $CIFR +26% $TE +23% $MU +36% $HUT +37% What a start to the year and this is just the beginning https://hypertechinvest.com/p/portfolio-update-f39 https://hypertechinvest.com/p/portfolio-update-f39"  
[X Link](https://x.com/HyperTechInvest/status/2016587301032214693)  2026-01-28T19:00Z 30.9K followers, [----] engagements


"$CSCO CEO believes were in an AI bubble Is this a bubble Probably yes but we had a bubble in [----] with the internet and look at where we are today. It feels a lot like the dotcom crash. Some capital will go to companies that wont make it but the winners will emerge"  
[X Link](https://x.com/HyperTechInvest/status/2016639769850138988)  2026-01-28T22:29Z 30.9K followers, [----] engagements


"$INTC Panther Lake chips outperform $AAPL's M5 by 33% in multi-core performance according to benchmarks published by Wired"  
[X Link](https://x.com/HyperTechInvest/status/2016910286733598871)  2026-01-29T16:24Z 31K followers, 378.2K engagements


"$ASML bookings more than double as AI chip demand surges AI shows no signs of slowing down and fabs are ramping capacity to catch up with demand Below is a list of key suppliers benefiting from new fab buildouts: Deposition etch thermal advanced films $AMAT Applied Materials $LRCX Lam Research $8035.T Tokyo Electron $ASMI.AS ASM International $6525.T Kokusai Electric CMP planarization $AMAT Applied Materials $6361.T Ebara $DD DuPont $ENTG Entegris Ion implant $AMAT Applied Materials $ACLS Axcelis Technologies Metrology inspection process control $KLAC KLA $ONTO Onto Innovation $NVMI Nova"  
[X Link](https://x.com/HyperTechInvest/status/2017211392860848524)  2026-01-30T12:20Z 31K followers, [----] engagements


"The market is massively overreacting to the Fed chair decision If anyone thinks Trump picked someone whos going to crush liquidity theyve lost the plot I can understand the selloff in precious metals But for growth this looks like a very attractive opportunity"  
[X Link](https://x.com/HyperTechInvest/status/2017327997578064163)  2026-01-30T20:04Z 31K followers, 13.4K engagements


"$TEM is true personalized medicine One of the richest genomics datasets in the world Applying genomics across oncology psychiatry and radiology Developing foundational AI models for healthcare Partners include SoftBank AstraZeneca Pathos AI and Illumina $GOOG is an investor https://twitter.com/i/web/status/2017524056602386648 https://twitter.com/i/web/status/2017524056602386648"  
[X Link](https://x.com/HyperTechInvest/status/2017524056602386648)  2026-01-31T09:03Z 31K followers, [----] engagements


"Memory makers have been a cash machine $MU $SNDK and SK hynix are still hovering around low-teens forward earnings With just a couple of positive headlines they could easily rerate another 50% AI demand is truly like nothing we have seen before"  
[X Link](https://x.com/HyperTechInvest/status/2017646011192168591)  2026-01-31T17:07Z 31K followers, 33.7K engagements


"SpaceX seeks FCC approval for up to [--] million AI data-center satellites Current Starlink constellation has about [----] satellites Unlikely as the FCC has approved an additional [----] Starlink satellites but declined to authorize the full [-----] satellites SpaceX requested"  
[X Link](https://x.com/HyperTechInvest/status/2017874070168130002)  2026-02-01T08:14Z 31K followers, [----] engagements


"$ONDS new video showcasing their entire product portfolio"  
[X Link](https://x.com/HyperTechInvest/status/2018392160450560434)  2026-02-02T18:32Z 31K followers, 21.5K engagements


"$INTC and SoftBank are collaborating on next-generation memory technology for AI workloads The partnership focuses on Z-Angle Memory (ZAM) a new architecture designed to improve efficiency in AI inference SoftBank will lead the R&D effort with prototypes targeted for FY2027 and commercialization planned for FY2029 https://twitter.com/i/web/status/2018708440458166748 https://twitter.com/i/web/status/2018708440458166748"  
[X Link](https://x.com/HyperTechInvest/status/2018708440458166748)  2026-02-03T15:29Z 31K followers, [----] engagements


"$AMD will report Q4 [----] earnings after market close today Consensus expects EPS of $1.32 on $9.65B in revenue about 26% year over year growth Options imply an 8.9% move"  
[X Link](https://x.com/HyperTechInvest/status/2018755081210871859)  2026-02-03T18:34Z 31K followers, 13.8K engagements


"@mvcinvesting I wouldn't say $GOOG gaining market share is bullish for $CRWV"  
[X Link](https://x.com/HyperTechInvest/status/2019157646725501098)  2026-02-04T21:14Z 31K followers, [----] engagements


"Massive capex plans here and there but there arent enough data centers to plug the GPUs in The play here is obvious"  
[X Link](https://x.com/HyperTechInvest/status/2019158193390121040)  2026-02-04T21:16Z 31K followers, 20.8K engagements


"$ONDS is now down 31% since its peak last month"  
[X Link](https://x.com/HyperTechInvest/status/2019162075839254976)  2026-02-04T21:32Z 31K followers, [----] engagements


"The market is repricing FED expectations. In just one week: Silver: -40% $BTC: -12% $ETH: -16% $SOL: -16% $QQQ: -5%"  
[X Link](https://x.com/HyperTechInvest/status/2019411930742710303)  2026-02-05T14:04Z 30.9K followers, [----] engagements


"At this point its obvious who the AI winners are $META should just partner with Anthropic for frontier models"  
[X Link](https://x.com/HyperTechInvest/status/2019832209688129987)  2026-02-06T17:55Z 31K followers, [----] engagements


"Two big caveats: - Doesnt include the GPUs that failed along the way - Doesnt account for rental pricing versus pricing at launch. Older GPUs are much much cheaper than at release NVIDIA $NVDA CEO JENSEN HUANG JUST SAID: "100% of GPUs are rented/sold and lit up. I have GPUs I sold 6yrs ago with prices going up in the rental market still in use" (H/T @thejefflutz) https://t.co/jJwMXs7RES NVIDIA $NVDA CEO JENSEN HUANG JUST SAID: "100% of GPUs are rented/sold and lit up. I have GPUs I sold 6yrs ago with prices going up in the rental market still in use" (H/T @thejefflutz) https://t.co/jJwMXs7RES"  
[X Link](https://x.com/HyperTechInvest/status/2019834037142216780)  2026-02-06T18:02Z 31K followers, [----] engagements


"$HIMS is now Being sued by $NVO Investigated by the FDA. The vibe shift with this company was already clear by the middle of last year I slowly exited $HIMS after the last time it crossed $60 I exited completely two months ago My reasoning (happy to discuss): Core business slowdown Reliance on GLP-1 Threat from oral GLP-1 Mid-to-Low barriers to entry Weak consumer data High costs https://t.co/FS7Gsag3au I slowly exited $HIMS after the last time it crossed $60 I exited completely two months ago My reasoning (happy to discuss): Core business slowdown Reliance on GLP-1 Threat from oral GLP-1"  
[X Link](https://x.com/HyperTechInvest/status/2019907225578508707)  2026-02-06T22:53Z 31K followers, 20K engagements


"$HIMS deciding to double down on something that was obviously going to cause legal repercussions just as they were starting to show success in their transition from product to platform is a choice"  
[X Link](https://x.com/HyperTechInvest/status/2019907576100487310)  2026-02-06T22:54Z 31K followers, 34.4K engagements


"$HIMS couldve partnered with Novo Sell oral Wegovy legally Turn it into a funnel for their other products Sacrifice high-margin GLP-1 revenue to reduce CAC Build a health platform beyond GLP-1 But they chose to be greedy"  
[X Link](https://x.com/HyperTechInvest/status/2019908411542908931)  2026-02-06T22:57Z 31K followers, 22.8K engagements


"@MirageWL8 Maybe they dont see any reason to allocate capital to anything other than $CRWV"  
[X Link](https://x.com/HyperTechInvest/status/2020574607162450071)  2026-02-08T19:05Z 31K followers, [---] engagements


"@eatonj I think its also because $NBIS invests more in its own data center infrastructure so theres a smaller share of capital allocated to GPUs"  
[X Link](https://x.com/HyperTechInvest/status/2020574822514749536)  2026-02-08T19:05Z 31K followers, [---] engagements


"Chief Technologist for AI infrastructure at $GOOG Biggest worries: - Energy - Supply chain - Memory"  
[X Link](https://x.com/HyperTechInvest/status/2020590796638961731)  2026-02-08T20:09Z 31K followers, 10.9K engagements


"$HIMS is now down 46% over the last month $3.8B market cap Now significantly below Ros $7B valuation"  
[X Link](https://x.com/HyperTechInvest/status/2020882852607369426)  2026-02-09T15:29Z 31K followers, 12.5K engagements


"@StockMarketNerd Launching a pill without the compound that makes it work with no proof of its effects and without going through FDA approval was far more reckless than I expected from this company and that's saying a lot"  
[X Link](https://x.com/HyperTechInvest/status/2020883792362103105)  2026-02-09T15:33Z 31K followers, [----] engagements


"How are they a healthcare disruptor They have not invented any of their offerings. If anything Novo and Eli Lilly are the ones disrupting the weight-loss industry by finally offering a definitive solution to the problem. All $HIMS does is infringe patents. You can be for or against patents but changing the system happens in Congress where laws are set. This is not a battle it is like throwing a rock at a castle. https://twitter.com/i/web/status/2020898205844562211 https://twitter.com/i/web/status/2020898205844562211"  
[X Link](https://x.com/HyperTechInvest/status/2020898205844562211)  2026-02-09T16:30Z 31K followers, [----] engagements


"Best Stocks by Industry to Invest in the Future [--]. Data Center Operators / Neocloud $IREN Iren $CLSK CleanSpark $NBIS Nebius Group $WULF TeraWulf $AMKR Amkor Technology $HUT Hut [--] $VRT Vertiv Holdings $CIFR Cipher Mining $BITF Bitfarms $APLD Applied Digital A Thread 🧵 https://twitter.com/i/web/status/1989951660576117016 https://twitter.com/i/web/status/1989951660576117016"  
[X Link](https://x.com/HyperTechInvest/status/1989951660576117016)  2025-11-16T07:00Z 31K followers, 225.7K engagements


"2. Defense / Drones $RCAT Red Cat Holdings $SKYT SkyWater Technology $UMAC Unusual Machines $TDY Teledyne Technologies $KRKNF Kraken Robotics $KTOS Kratos Defense and Security Solutions $LASR nLIGHT $AVAV AeroVironment $KRMN Karman Holdings $MPTI M-tron Industries $DPRO Draganfly $AMPX Amprius Technologies $ONDS Ondas Holdings https://twitter.com/i/web/status/1989951666339140077 https://twitter.com/i/web/status/1989951666339140077"  
[X Link](https://x.com/HyperTechInvest/status/1989951666339140077)  2025-11-16T07:00Z 31.1K followers, 16.5K engagements


"Data Centers are the trend of the year Here are all the stocks And their main project that could get them a hyperscaler deal A thread 🧵 [--]. $IREN Iren Sweetwater [--] data center hub [----] MW Sweetwater West Texas about [--] miles from Abilene"  
[X Link](https://x.com/HyperTechInvest/status/1990585588718653633)  2025-11-18T00:59Z 31K followers, 114.9K engagements


"Samsung Lands xAI Deal Signals 2nm Ramp in Texas $SSNLF Foundry has secured a deal with Elon Musks xAI to manufacture custom AI chips at its Taylor Texas fab a meaningful win as it works to revive its foundry business $SSNLF has ordered three EUV tools from $ASML signaling a 2nm production ramp. The Taylor facility part of a $17B investment is now expected to begin operations in early [----] with production scaling through [----] xAI joins $TSLA as the second Musk-led company working with $SSNLF Foundry reinforcing its push to close the gap with $TSM in advanced AI chips"  
[X Link](https://x.com/HyperTechInvest/status/2002045594169164141)  2025-12-19T15:57Z 31K followers, [----] engagements


"Here are all the data center deals announced so far: (By Total Deal Value) [--]. $NBIS Nebius Group Project: Vineland AI cloud campus Location: Vineland New Jersey United States Tenant: Microsoft IT load: [---] MW Duration: [--] years Total deal value: $17.4B Total capex: $9.0B [--]. $GLXY Galaxy Digital Project: Helios campus lease Phase I plus Phase II Location: Texas United States Tenant: Galaxy Digital as the landlord IT load: 572MW Duration: [--] years Total deal value: $10.5B Total capex: $9B [--]. $CORZ Core Scientific Project: CoreWeave HPC hosting rollout across six sites includes Denton Texas"  
[X Link](https://x.com/HyperTechInvest/status/2002900652838842375)  2025-12-22T00:35Z 31K followers, 57.6K engagements


"$AAPL is paying roughly $70 per 12GB LPDDR5X RAM chip for its iPhone [--] lineup Up from the $2529 range at the beginning of [----] As long-term contracts are renegotiated at much higher prices memory companies earnings will continue soaring $MU $SSNLF $HXSCL"  
[X Link](https://x.com/HyperTechInvest/status/2004007477608849460)  2025-12-25T01:53Z 31K followers, 43K engagements


"Why did the market react so late to the DJI ban I dont know Anyway As I said [----] will be the year of defense small caps and drones [----] will be the year of defense small caps It will also be the year for drone stocks In this article I cover the key fundamental aspects of $RCAT $ONDS $DRPO $AVAV and $UMAC as well as their valuation https://t.co/DALUqSRko3 [----] will be the year of defense small caps It will also be the year for drone stocks In this article I cover the key fundamental aspects of $RCAT $ONDS $DRPO $AVAV and $UMAC as well as their valuation https://t.co/DALUqSRko3"  
[X Link](https://x.com/HyperTechInvest/status/2008275691373056085)  2026-01-05T20:33Z 31K followers, 10.8K engagements


"Like many of you Im bullish on $NBIS However I think betting on just one data center company is a terrible idea You picked a great theme. Why risk it all on a single management team as competent as it may be Moreover its not a small cap anymore so the upside potential is no longer as explosive Diversify and win anyway https://twitter.com/i/web/status/2009328595903074811 https://twitter.com/i/web/status/2009328595903074811"  
[X Link](https://x.com/HyperTechInvest/status/2009328595903074811)  2026-01-08T18:17Z 31K followers, 16.6K engagements


"Whats your best stock idea for [----] It feels like 90% of X just talks about the same [--] names"  
[X Link](https://x.com/HyperTechInvest/status/2010089475310018933)  2026-01-10T20:40Z 31K followers, 53.5K engagements


"Citi projects average DRAM prices to rise 88% in [----] up from its prior forecast of a 53% increase Server DRAM prices are expected to rise 144% year over year $MU $HXSCY and $SSNLF are going to make so much money"  
[X Link](https://x.com/HyperTechInvest/status/2012648779803959571)  2026-01-17T22:10Z 31K followers, 75.7K engagements


"90% of X users fall into [--] categories: Talk about trendy names that already pumped 500% to farm engagement Talk about [---] different companies. The more you cover the more promotional multibaggers you can point to Talk about the same [--] companies over and over"  
[X Link](https://x.com/HyperTechInvest/status/2013854896911524181)  2026-01-21T06:03Z 31K followers, [----] engagements


"@randomgibbers The U.S. Pentagon and Department of Commerce took an equity stake of approximately 10% in Korea Zinc"  
[X Link](https://x.com/HyperTechInvest/status/2016483173866078530)  2026-01-28T12:07Z 31K followers, [---] engagements


"$AMD reported 34% YoY growth before the MI455X What happens once MI455X starts deploying IYKYK"  
[X Link](https://x.com/HyperTechInvest/status/2018822938435404011)  2026-02-03T23:04Z 31K followers, 15.9K engagements


"$AMD goes up on MI455X which will be deployed in H2 The market dumps $AMD because H1 will not be a blowout Make it make sense"  
[X Link](https://x.com/HyperTechInvest/status/2019084504116191501)  2026-02-04T16:23Z 31K followers, 14.2K engagements


"Brutal day in the stock market $MRCY -23% $IREN -18% $APP -18% $AMD -17% $SNDK -16% $LUNR -16% $ONDS -15% $CRDO -14% $APLD -14% $CIFR -13% $PLTR -12% $RCAT -12% $BITF -12% $PL -11% $ASTS -11% $WULF -11% $RDW -11% $MU -10% $AVAV -10% $KTOS -10% $RKLB -10% $CLSK -10% $HUT -9% $NBIS -9% $GLXY -8% $RIOT -8% $MARA -8% $HOOD -8% $AMAT -7% $COIN -7% $ORCL -5% $ASML -4% https://twitter.com/i/web/status/2019156465773343206 https://twitter.com/i/web/status/2019156465773343206"  
[X Link](https://x.com/HyperTechInvest/status/2019156465773343206)  2026-02-04T21:09Z 31K followers, [----] engagements


"$GOOG is a beast of a company"  
[X Link](https://x.com/HyperTechInvest/status/2019160764003627160)  2026-02-04T21:26Z 31K followers, 13.2K engagements


"$LITE YoY Growth: 62% $COHR YoY Growth: 14% Wow"  
[X Link](https://x.com/HyperTechInvest/status/2019167067631394926)  2026-02-04T21:51Z 31K followers, [----] engagements


"Why risk assets are tanking: Trumps selection of Kevin Warsh for Fed Chair could create a less liquid economy than the market expected US job-cut announcements jumped to [------] in January the highest level for that month since [----] Rising USIran tensions are increasing concerns about potential disruption risks in the Strait of Hormuz Escalating tensions between the US.and China including trade-policy risk and renewed uncertainty around Taiwan https://twitter.com/i/web/status/2019455871009378493 https://twitter.com/i/web/status/2019455871009378493"  
[X Link](https://x.com/HyperTechInvest/status/2019455871009378493)  2026-02-05T16:59Z 31K followers, 11.4K engagements


"Why does Jensen hold most of $NVDA's portfolio in $CRWV CoreWeave uses almost all their money to buy NVIDIA GPUs NVIDIA has a 75% gross margin on these GPUs What this means is that $NVDA is getting paid back almost 3/4 of their investment Theyre getting $CRWV at roughly 1/4 of the valuation https://twitter.com/i/web/status/2020263467236634669 https://twitter.com/i/web/status/2020263467236634669"  
[X Link](https://x.com/HyperTechInvest/status/2020263467236634669)  2026-02-07T22:28Z 31.1K followers, 17K engagements


"Amin Vahdat Chief Technologist for AI infrastructure at $GOOG: Today from the time we design a piece of hardware to the time we have it deployed at scale in the data center it takes about [--] years at best. In [--] years if we could reduce that to [--] months wed change the worlds perspective on efficiency. https://twitter.com/i/web/status/2020588180039213111 https://twitter.com/i/web/status/2020588180039213111"  
[X Link](https://x.com/HyperTechInvest/status/2020588180039213111)  2026-02-08T19:58Z 31K followers, 31.2K engagements


"$INTC and $AMD have warned customers in China of server CPU supply shortages $INTC is facing the most severe constraints with delivery lead times of up to [--] months Intel server CPU prices in China are up more than 10% on average"  
[X Link](https://x.com/HyperTechInvest/status/2020636829234380907)  2026-02-08T23:12Z 31K followers, 24.8K engagements


"So RAM costs 15x more than a year ago Yes Dave And you sold $MU at single-digit forward earnings Yes I did Dave Why would you do that Because thats what X told me I should do Dave"  
[X Link](https://x.com/HyperTechInvest/status/2020879888677249372)  2026-02-09T15:18Z 31K followers, 20.4K engagements


"Bulls have been preaching for months that $HIMS is much more than a GLP-1 company $HIMS management is willing to risk it all to keep offering GLP-1 What does that tell you"  
[X Link](https://x.com/HyperTechInvest/status/2020887066565861587)  2026-02-09T15:46Z 31K followers, 33.1K engagements


"DataOnes Bergen Engines are on their way to the $NBIS Vineland site"  
[X Link](https://x.com/HyperTechInvest/status/2020968552111706228)  2026-02-09T21:10Z 31K followers, 12.3K engagements


"Ive been told that $HIMS is fighting Big Pharma If that were the case why would they pull oral GLP-1 If they were in the right why not keep it The answer is simple. If things went wrong it could not only hit the company it could hit management personally Once a consumer uses a pill that is later proven to be ineffective management can be sued for consumer fraud Anyone involved in deceptive marketing is potentially liable under FTC law The FTC has taken action not only against product marketers but also in certain cases against individual owners and corporate officers That means fines and"  
[X Link](https://x.com/HyperTechInvest/status/2020973874435752224)  2026-02-09T21:31Z 31K followers, [----] engagements


"$NBIS Vineland Phase [--] two-story building construction update"  
[X Link](https://x.com/HyperTechInvest/status/2020993418067948019)  2026-02-09T22:49Z 31K followers, 18.7K engagements


"Could this be $NBIS's new colocation data center Based on recent job postings $NBIS is hiring a Data Center IT Manager in Bthune France In [----] Azur Datacenter announced a 1.5B retrofit investment expected to be operational for AI workloads by early [----] The site would have [-----] m compared to [------] m for the Vineland site https://twitter.com/i/web/status/2021166175837696320 https://twitter.com/i/web/status/2021166175837696320"  
[X Link](https://x.com/HyperTechInvest/status/2021166175837696320)  2026-02-10T10:15Z 31K followers, [----] engagements


"What data center is $NBIS planning in Philadelphia"  
[X Link](https://x.com/HyperTechInvest/status/2021167753025946065)  2026-02-10T10:21Z 31K followers, 10.6K engagements


"$NBIS acquisition of Tavily for $275 million is a key piece of its software stack We recently learned that Goldman Sachs has a team from Anthropic helping automate workloads Not everyone has Goldman Sachs-level money Many companies will need an affordable and reliable cloud to develop AI agents $NBIS is already used by $SHOP $NET and Revolut With these offerings more companies will be drawn into the $NBIS cloud If youre an SMB there is no reason to go with AWS Azure or Google Cloud The UI and customer support at $NBIS are in another league Although this is just the beginning these investments"  
[X Link](https://x.com/HyperTechInvest/status/2021260992718442921)  2026-02-10T16:32Z 31K followers, [----] engagements


"Theres only one thing AI cant disrupt: physical assets Thats why I initiated my coverage of critical materials Tomorrow Ill be posting the second part This will be a series of articles uncovering opportunities in the physical world of investing https://hypertechinvest.com/p/critical-materials-part-1 https://hypertechinvest.com/p/critical-materials-part-1"  
[X Link](https://x.com/HyperTechInvest/status/2021702190155403701)  2026-02-11T21:45Z 31K followers, [----] engagements


"@penguinvesting @MB_Hogan No."We already have about 60% of the capital needed for this range from our balance sheet existing operations and commitments." "We have" doesn't mean they will use it"  
[X Link](https://x.com/HyperTechInvest/status/2021965886798639366)  2026-02-12T15:13Z 31K followers, [---] engagements


"@GetDeepSignal I made one post to show the analyst expectations then other bullish posts about the rest of the report. No big deal"  
[X Link](https://x.com/HyperTechInvest/status/2022048930696155345)  2026-02-12T20:43Z 31.1K followers, [--] engagements


"Whats your largest holding right now Mine is $AMD"  
[X Link](https://x.com/HyperTechInvest/status/1949176653990756581)  2025-07-26T18:35Z 31K followers, 166.2K engagements


"2. Hyliion Holdings Corp Market cap: $420M Hyliion develops the KARNO linear generator a sealed unit that uses high-temperature oxidation to produce electricity and can run on a wide range of fuels including natural gas hydrogen and raw well-head gas. The company acquired the technology from GE Additive in [----] and a customer unit has logged [---] days of continuous operation. Compared with Bloom Energy which relies on a mature solid-oxide fuel-cell platform scaled across data centres Hyliion emphasises fuel flexibility and use of field-gas. Bloom is actively signing large AI-power deals and"  
[X Link](https://x.com/HyperTechInvest/status/1985115929009610871)  2025-11-02T22:44Z 31K followers, [----] engagements


"$ASPN (Aspen Aerogels) just died"  
[X Link](https://x.com/HyperTechInvest/status/1986511396469698776)  2025-11-06T19:09Z 31.1K followers, [----] engagements


"5. Crypto $BMNR Bitmine Immersion Technologies $GLXY Galaxy Digital Holdings $MSTR MicroStrategy $HOOD Robinhood Markets $SOFI SoFi Technologies $FORD Forward Industries https://twitter.com/i/web/status/1989951679593161054 https://twitter.com/i/web/status/1989951679593161054"  
[X Link](https://x.com/HyperTechInvest/status/1989951679593161054)  2025-11-16T07:00Z 31K followers, 10.9K engagements


"$AMD dismisses Intels Panther Lake: Theres a reason why they didnt compare it with Strix Halo Rahul Tikoo AMDs senior VP said They compared their highest-end to our midpoint. He claimed the Ryzen AI Max is better in terms of graphics performance. Wait until you see the price point on that (Panther Lake [--] Xe). Its gonna be you know. Enough said https://twitter.com/i/web/status/2010331060031164564 https://twitter.com/i/web/status/2010331060031164564"  
[X Link](https://x.com/HyperTechInvest/status/2010331060031164564)  2026-01-11T12:40Z 31K followers, 90.2K engagements


"Whats your highest conviction stock for [----] Lets pool ideas"  
[X Link](https://x.com/HyperTechInvest/status/2014323549721239886)  2026-01-22T13:05Z 31K followers, 26.2K engagements


"MediaTek is guiding for a 10-15% share of the cloud ASIC market Does that mean they are taking share from $AVGO or is this just $GOOG gaining market share"  
[X Link](https://x.com/HyperTechInvest/status/2019168199888036110)  2026-02-04T21:56Z 31.1K followers, [----] engagements


"$IREN is doubling down on their neocloud Im not convinced GPU depreciation exposure is the way to go Especially with so many MWs available Lock in a good colocation deal and at least secure safe cash flows for [----] years"  
[X Link](https://x.com/HyperTechInvest/status/2019565576188801510)  2026-02-06T00:15Z 31K followers, 17.7K engagements


"$IREN's Dan Roberts: One of the contracts were negotiating at the moment is a multi-billion-dollar deal where we need to bring a software solution. Interesting Seems like the software stack matters after all"  
[X Link](https://x.com/HyperTechInvest/status/2019787007594029383)  2026-02-06T14:55Z 31.1K followers, 58.8K engagements


"$GLXY Announces $200 Million Share Repurchase Program"  
[X Link](https://x.com/HyperTechInvest/status/2019792644138815521)  2026-02-06T15:17Z 31.1K followers, [----] engagements


"$NBIS DataOne has still not received the air permit for its gas engines at the Vineland data center The permit covers [--] Bergen engines with a combined [---] MW of power generation potential Until they stop triggering deficiencies the engines cannot be installed"  
[X Link](https://x.com/HyperTechInvest/status/2020269911583650298)  2026-02-07T22:54Z 31K followers, 85.4K engagements


"$BYD confirms that solid-state battery production will begin in [----] Mass production anticipated around [----] The technology supports fast charging from 0% to 80% in roughly [--] minutes"  
[X Link](https://x.com/HyperTechInvest/status/2021618063129403635)  2026-02-11T16:11Z 31K followers, [----] engagements


"6. Energy $TE T1 Energy $GEV GE Vernova $BW Babcock & Wilcox Enterprises $PSIX Power Solutions International $BE Bloom Energy $SMR NuScale Power $FLNC Fluence Energy $CEG Constellation Energy $HYLN Hyliion Holdings $EOSE Eos Energy Enterprises https://twitter.com/i/web/status/1989951683040850380 https://twitter.com/i/web/status/1989951683040850380"  
[X Link](https://x.com/HyperTechInvest/status/1989951683040850380)  2025-11-16T07:00Z 31.1K followers, 13.1K engagements


"Which one is more likely to 2x this year $NBIS at a $21B market cap $IREN at a $11B market cap $CIFR at a $6B market cap $HUT at a $5B market cap $RIOT at a $5B market cap $WULF at a $5B market cap $CLSK at a $2.7B market cap $BITF at a $1.4B market cap $DGXX at a $165M market cap $SLNH at a $115M market cap https://twitter.com/i/web/status/2006786108357595468 https://twitter.com/i/web/status/2006786108357595468"  
[X Link](https://x.com/HyperTechInvest/status/2006786108357595468)  2026-01-01T17:54Z 31.1K followers, 84.9K engagements


"The US has taken equity stakes in the following companies MP Materials $MP USA Rare Earth $USAR Lithium Americas $LAC Intel $INTC Trilogy Metals $TMQ Companies that could be next Critical Metals $CRML Rare earth assets in Greenland. Reuters has reported that US officials discussed converting government support into an equity stake. Graphite One $GPHOF Already showing strong US EXIM financing signals across the mine to anode supply chain making it a natural candidate for an equity-style strategic backstop. United States Antimony $UAMY Direct defense stockpile priority with a Pentagon contract."  
[X Link](https://x.com/HyperTechInvest/status/2015760574450213256)  2026-01-26T12:15Z 31.1K followers, 68.2K engagements


"Everyone says energy is scarce Yet data center stocks have had [--] rough months Down from [----] highs: $SLNH 73% $FRMI 71% $BITF 65% $HIVE 64% $DGXX 60% $MARA 59% $CRWV 51% $ORCL 51% $CLSK 51% $WYFI 50% $BTDR 49% $GLXY 37% $NBIS 35% $CIFR 34% $RIOT 32% $IREN 29% $NUAI 26% $WLAC 22% $CORZ 20% $WULF 14% $HUT 11% $APLD 11% https://hypertechinvest.com/p/data-center-positions-potential https://hypertechinvest.com/p/data-center-positions-potential"  
[X Link](https://x.com/HyperTechInvest/status/2018413872789520671)  2026-02-02T19:59Z 31.1K followers, 11.2K engagements


"$IREN just announced a new [---] GW site like it was nothing I dont think people understand the scale of that A few months ago the stock wouldve been up 20% on this news alone Now its down 24% in the post-market Crazy how fast the market can change what it likes"  
[X Link](https://x.com/HyperTechInvest/status/2019555297795121385)  2026-02-05T23:34Z 31.1K followers, 86.5K engagements


"JUST IN: $ORCL signed a multi billion dollar contract with $AMD to build a cluster of [-----] of their latest MI355X GPUs"  
[X Link](https://x.com/anyuser/status/1899240340076237214)  2025-03-10T23:25Z 31.1K followers, 252K engagements


"🚨Another win for $AMD ASE the worlds largest outsourced semiconductor assembly and test provider has transitioned to $AMD hardware They reported a 30% drop in total cost of ownership after switching to $AMD EPYC and Ryzen chips Now they also plan to adopt Instinct accelerators"  
[X Link](https://x.com/anyuser/status/1931801704913309901)  2025-06-08T19:53Z 31.1K followers, 34.9K engagements


"$AMD will power Grok in $TSLA vehicles Only cars equipped with an $AMD Ryzen processor will be able to run these AI models"  
[X Link](https://x.com/anyuser/status/1944354833894711581)  2025-07-13T11:14Z 31.1K followers, 204.9K engagements


"🚨 $AMD: BofA Securities reiterates Buy raises PT $175 ( $130)"  
[X Link](https://x.com/anyuser/status/1945222686331838758)  2025-07-15T20:43Z 31.1K followers, 36.9K engagements


"For the first time in history $AMD has reached a 50% market share in server CPUs It marks the end of an era for $INTC"  
[X Link](https://x.com/anyuser/status/1948022724745740447)  2025-07-23T14:09Z 31.1K followers, 319.9K engagements


"🚨 UBS Raises $AMD Price Target from $150 to $210"  
[X Link](https://x.com/anyuser/status/1949876999943835900)  2025-07-28T16:57Z 31.1K followers, 156.2K engagements


"🚨 $AMD set to deliver Q2 beat on CPU and GPU strength according to Bank of America"  
[X Link](https://x.com/anyuser/status/1950634608082682133)  2025-07-30T19:08Z 31.1K followers, 37.4K engagements


"$AMD Ryzen [--] 7800X3D Sells 32x More Units Than $INTC Best-Selling CPU In Germany Data from July Source: Mindfactory"  
[X Link](https://x.com/anyuser/status/1951948570988531889)  2025-08-03T10:09Z 31.1K followers, 52.6K engagements


"🚨 $AMD stock price target raised to $183 from $175 at Mizuho on AI growth"  
[X Link](https://x.com/anyuser/status/1953076024423649579)  2025-08-06T12:49Z 31.1K followers, 41.5K engagements


"🚨 $NVDA is reportedly delaying the launch of Rubin due to a redesign aimed at better matching $AMD MI450 Things are changing Source: Fubon"  
[X Link](https://x.com/anyuser/status/1955551754462077008)  2025-08-13T08:47Z 31.1K followers, 129.5K engagements


"🚨 $AMD upgraded by Truist today to Buy from Hold with the price target raised to $213 from $173"  
[X Link](https://x.com/anyuser/status/1960337351248589251)  2025-08-26T13:43Z 31.1K followers, 36.5K engagements


"Its now $AMD vs $INTC + $NVDA Lisa Su is making Jensen take some sharp turns lately $AMD has the full stack: CPU + GPU + DPU + NPU + NIC From the data center to the retail consumer From the rack to the chip $NVDA still has to rely on a failed company like $INTC"  
[X Link](https://x.com/anyuser/status/1968666759969272152)  2025-09-18T13:21Z 31.1K followers, 68.7K engagements


"I find myself coming back to this "debate" Martin was more knowledgeable yet he was the one who lost money This is a lesson for investors: dont fight momentum The market can stay irrational longer than you can stay solvent"  
[X Link](https://x.com/anyuser/status/1968960727164616852)  2025-09-19T08:49Z 31.1K followers, 484.8K engagements


"🚨 JUST IN: $IREN ANNOUNCES THE PURCHASE OF [----] MI350X"  
[X Link](https://x.com/anyuser/status/1970092825829048398)  2025-09-22T11:48Z 31.1K followers, 116K engagements


"🚨 $NBIS price target increased to $206 from $77 by Northland Securities"  
[X Link](https://x.com/anyuser/status/1970838912282100077)  2025-09-24T13:13Z 31.1K followers, 48.1K engagements


"The Trump Administration wants to bring chip manufacturing back to America Here are some plays so you can profit off it: $MU (Micron) The largest US-based memory foundry producing DRAM NAND and HBM in Idaho Virginia and Utah. The only American supplier of advanced HBM for AI datacenters. $SKYT (SkyWater) The largest US pure-play foundry with [---] mm fabs in Minnesota and Florida. Specializes in rad-hard aerospace and defense chips under DoD Trusted status. $INTC (Intel) The only US-headquartered leading-edge logic maker with [---] mm fabs in Arizona and Oregon plus advanced packaging in New"  
[X Link](https://x.com/anyuser/status/1971935926449590777)  2025-09-27T13:52Z 31.1K followers, 91.1K engagements


"🚨JUST IN: $NBIS Chief Revenue Officer: "Whats ahead of us is dramatically greater than what we have already reported and shown.""  
[X Link](https://x.com/anyuser/status/1972121235464081832)  2025-09-28T02:08Z 31.1K followers, 114K engagements


"Strategic stocks are surging The Trump administration doesnt want to depend on China anymore Here are [--] strategic U.S. companies you should know: $SKYT SkyWater Technology Just acquired Infineons Fab [--] in Austin one of the largest [---] mm fabs in the U.S. massively boosting secure chip capacity. $MU Micron Technology Only U.S. producer of advanced memory; investing $200B to build DRAM and HBM fabs on American soil. $RCAT Red Cat Holdings Builds tactical drones like the Black Widow and operates a 155000-sq-ft Georgia facility for drone and vessel production. $MP MP Materials Owns Mountain"  
[X Link](https://x.com/anyuser/status/1972787372170391782)  2025-09-29T22:15Z 31.1K followers, 89.9K engagements


"Value investors when you buy an AI stock instead of a Lithuanian forklift-parts manufacturer trading at [---] book"  
[X Link](https://x.com/anyuser/status/1974695503490375772)  2025-10-05T04:37Z 31.1K followers, 308.8K engagements


"These are all of the AI data-center operator plays available in the market right now: $CRWV CoreWeave MC: $61B $NBIS Nebius Group MC: $26B $IREN Iren MC: $15B $GLXY Galaxy Digital MC: $15B $APLD Applied Digital MC: $9.5B $CIFR Cipher Mining MC: $8B $RIOT Riot Platforms MC: $7.8B $MARA Mara Holdings MC: $7.5B $CLSK CleanSpark MC: $5B $WULF TeraWulf MC: $5B $HUT Hut [--] Corp MC: $4.3B $BITF Bitfarms MC: $2.3B $HIVE Hive Digital Technologies MC: $1.2B $WYFI WhiteFiber MC: $1B $SLNH Soluna Holdings MC: $0.2B $DGXX Digi Power X MC: $0.2B"  
[X Link](https://x.com/anyuser/status/1982583570628497797)  2025-10-26T23:02Z 31.1K followers, 303.9K engagements


"$NBIS CTO fires shot at fake neoclouds" Frankly almost no neocloud in the market is actually a cloud. Theyre just a bunch of bare metal with a ton of third-party software slapped on top with varying levels of attention to detail. Companies he may be referring to: $IREN $WYFI $WLAC among others"  
[X Link](https://x.com/HyperTechInvest/status/1984252769893511468)  2025-10-31T13:35Z 31.1K followers, 227.9K engagements


"Popular Stocks % Drop from All-Time Highs $BMNR 73% $RDW 76% $BTQ 56% $ONDS 54% $MSTR 50% $ZETA 46% $RCAT 44% $BITF 44% $UMAC 43% $SOUN 42% $HIMS 40% $RGTI 40% $SMR 40% $OKLO 39% $ALAB 37% $QBTS 37% $OUST 36% $NNE 33% $CCCX 32% $ASTS 32% $TEM 31% $IONQ 31% $RKLB 30% $KRKNF 27% $NBIS 20%"  
[X Link](https://x.com/anyuser/status/1986588812932243457)  2025-11-07T00:17Z 31.1K followers, 496.4K engagements


"Official suppliers of $NVDA Rubin Photonics TSMC $TSM Browave TPEX:3163 Coherent $COHR Corning $GLW Fabrinet $FN Foxconn HNHPF Lumentum $LITE Sumitomo Electric $SMTOY Compute Arm $ARM Memory SK hynix KRX:000660 Samsung Electronics $SSNGY Micron Technology $MU Power silicon STMicroelectronics $STM Analog Devices $ADI Infineon $IFNNY Monolithic Power Systems $MPWR Navitas Semiconductor $NVTS ON Semiconductor $ON Renesas Electronics $RNECY ROHM ROHCY Texas Instruments $TXN Power systems Delta Electronics $DLELY Flex $FLEX Lite-On Technology $LTOTY Megmeet SHE:002851 Eaton $ETN Schneider Electric"  
[X Link](https://x.com/HyperTechInvest/status/2009789073125527907)  2026-01-10T00:47Z 31.1K followers, 174.1K engagements


"My portfolio ended the year up 80.4% TTM performance stands at 91.2% My 3-year compounded return now stands at 522% This is my portfolio entering 2026: https://hypertechinvest.com/p/portfolio-spreadsheet https://hypertechinvest.com/p/portfolio-spreadsheet"  
[X Link](https://x.com/anyuser/status/2010049799283003734)  2026-01-10T18:03Z 31.1K followers, 36.9K engagements


"Valuation per approved MW for some data center operators: $CLSK CleanSpark - 3.47M EV/MW $HUT Hut [--] - 4.84M EV/MW $CIFR Cipher Mining - 5.93M EV/MW $WULF TeraWulf - 7.60M EV/MW $APLD Applied Digital - 9.48M EV/MW"  
[X Link](https://x.com/HyperTechInvest/status/2011570973200564734)  2026-01-14T22:47Z 31.1K followers, [----] engagements


"Critical materials are likely to face serious shortages in the coming years Heres a list of stocks poised to benefit: Copper Freeport McMoRan $FCX BHP $BHP Rio Tinto $RIO Glencore $GLNCY Southern Copper $SCCO Anglo American $NGLOY First Quantum Minerals $FQVLF Teck Resources $TECK Arizona Sonoran Copper $ASCUF Ivanhoe Electric $IE Trilogy Metals $TMQ Solaris Resources $SLSR Graphite and anode materials Syrah Resources $SYAAF Westwater Resources $WWR NOVONIX $NVNXF Graphite One $GPHOF Nouveau Monde Graphite $NMG Northern Graphite $NGPHF Gallium Rio Tinto $RIO Alcoa $AA American Resources $AREC"  
[X Link](https://x.com/HyperTechInvest/status/2015212865729294781)  2026-01-24T23:59Z 31.1K followers, 224.7K engagements


"Morgan Stanley estimates that total rare earth magnet demand will grow [---] from [----] to 2050"  
[X Link](https://x.com/HyperTechInvest/status/2018079602883678459)  2026-02-01T21:50Z 31.1K followers, 437.8K engagements


"$NBIS New Customer Confirmed: Revolut ✅"  
[X Link](https://x.com/HyperTechInvest/status/2018260653262229955)  2026-02-02T09:50Z 31.1K followers, 99.1K engagements


"$INTC CEO just said: MEMORY IS THE BIGGEST BOTTLENECK AND THERES NO RELIEF UNTIL 2028"  
[X Link](https://x.com/HyperTechInvest/status/2018757645847396406)  2026-02-03T18:45Z 31.1K followers, 143.8K engagements


"$AMZN and $GOOG alone will spend $380B in CAPEX this year Yet the market is dumping data center proxies Make it make sense"  
[X Link](https://x.com/HyperTechInvest/status/2019522571188965796)  2026-02-05T21:24Z 31.1K followers, 63.1K engagements


"Last [--] years: $SPY: +77% $AMZN: +21% Many people are learning with $AMZN that buying a good company at a bad price is not enough to beat the market"  
[X Link](https://x.com/HyperTechInvest/status/2019783945223553151)  2026-02-06T14:43Z 31.1K followers, 34.5K engagements


"$AMD is trading at 10x [----] EPS Based on managements projections"  
[X Link](https://x.com/HyperTechInvest/status/2021337268976484770)  2026-02-10T21:35Z 31.1K followers, 30K engagements


"$NBIS will report 4Q [----] results tomorrow before the market opens Heres what the market is expecting: Revenue: $243m (+515% YoY) EBITDA: $40m (16.6% margin) Net income: -$151m (-62% margin)"  
[X Link](https://x.com/HyperTechInvest/status/2021723427921338687)  2026-02-11T23:10Z 31.1K followers, 32.6K engagements


"$NBIS will build a 240MW data center near Lille France redeveloping a former Bridgestone tyre plant The project will be delivered in phases with the first capacity expected online by late summer and about half of the site operational by the end of [----] according to Chief Communications Officer Tom Blackwell https://twitter.com/i/web/status/2021926075366773066 https://twitter.com/i/web/status/2021926075366773066"  
[X Link](https://x.com/HyperTechInvest/status/2021926075366773066)  2026-02-12T12:35Z 31.1K followers, [----] engagements


"$NBIS 25% Stake in Clickhouse is worth $5B EV discounting Clickhouse is $17B"  
[X Link](https://x.com/HyperTechInvest/status/2021945567740404077)  2026-02-12T13:52Z 31.1K followers, [----] engagements


"Pretty good report by $NBIS Love the focus on vertical integration Where $NBIS shines compared to miners is that if one day energy becomes abundant they still have the chance to become the AWS of AI While miners business model of capitalizing on access to energy would die"  
[X Link](https://x.com/HyperTechInvest/status/2021960784591605922)  2026-02-12T14:53Z 31.1K followers, [----] engagements


"$MU all-time chart is wonderful One of the best investments Ive made"  
[X Link](https://x.com/HyperTechInvest/status/2021997968824656359)  2026-02-12T17:20Z 31.1K followers, 17.5K engagements


"Industries AI wont replace: Energy generation Grid infrastructure Raw materials Heavy manufacturing Construction Warehousing Ports and shipping Agriculture Water utilities Waste management Chip manufacturing Weapons manufacturing Chemicals Forestry Livestock farming Prisons Animal care Elderly care Healthcare https://twitter.com/i/web/status/2022079714395820183 https://twitter.com/i/web/status/2022079714395820183"  
[X Link](https://x.com/HyperTechInvest/status/2022079714395820183)  2026-02-12T22:45Z 31.1K followers, 37K engagements


""We need to mine as much copper in the next [--] years as all the copper ever mined in history to maintain 3% GDP growth""  
[X Link](https://x.com/HyperTechInvest/status/2022380075274862653)  2026-02-13T18:39Z 31.1K followers, [----] engagements


"$ANET says $AMD is taking market share from $NVDA A year ago deployments were almost entirely $NVDA around 99%. Today about 20% to 25% of our deployments use $AMD"  
[X Link](https://x.com/HyperTechInvest/status/2022419296690008372)  2026-02-13T21:15Z 31.1K followers, 93.5K engagements


"This is the bear case for $SNDK for 2027"  
[X Link](https://x.com/HyperTechInvest/status/2018618336402460767)  2026-02-03T09:31Z 31.1K followers, 217.3K engagements


"Welcome to the AI era $amzn sold out even on prehistoric gpus $nvda is shortaging the semiconductor industry by itself ai has resurrected the korean economy alone $amd growing 36% in a soft quarter is considered bad 100% is the baseline now in everything no one cares about cuda anymore rare earths are going bananas theres not enough copper memory storage and photonics are an infinite money glitch there arent enough data centers to plug in gpus smr stocks have skyrocketed gas turbines are the new gold silver is the new gold gold is still the new gold solar isnt woke $pltr will be the first"  
[X Link](https://x.com/HyperTechInvest/status/2019075165389308214)  2026-02-04T15:46Z 31.1K followers, 55.1K engagements


"Former FDA Commissioner Dr. Scott Gottlieb gives his take on $HIMS "We have a drug approval process for a reason. $HIMS is not perceived as a good actor." "If the FDA refers the matter to the DOJ there could be potential civil and criminal penalties.""  
[X Link](https://x.com/HyperTechInvest/status/2020996045904253190)  2026-02-09T22:59Z 31.1K followers, 33.2K engagements


"$MU CEO: "THERE HAS BEEN SOME INACCURATE REPORTING ABOUT OUR HBM4 POSITION." "We have been in high-volume production of HBM4. We have commenced customer shipments and see volumes ramping in Q1. We have sold out our calendar year [----] HBM supply.""  
[X Link](https://x.com/HyperTechInvest/status/2021669522529223087)  2026-02-11T19:35Z 31.1K followers, 47.1K engagements


"🚨 $NBIS misses revenue and EBITDA estimates Revenue: $228M (vs. $243M est.) 🔴 EBITDA: $15M (vs. $40M est.) 🔴 Net income: -$173M (vs. -$151M est.) 🔴"  
[X Link](https://x.com/HyperTechInvest/status/2021922730917163067)  2026-02-12T12:21Z 31.1K followers, 14.2K engagements


"$NBIS has already delivered both contracted tranches to $META on time and is now fully in the servicing stage ARR came in at $1.25B for December which already includes the Meta deal"  
[X Link](https://x.com/HyperTechInvest/status/2021925230076473699)  2026-02-12T12:31Z 31.1K followers, 13.3K engagements


"$ANET says $AMD is taking market share from $NVDA A year ago deployments were almost entirely $NVDA around 99%. Today about 20% to 25% of our deployments use $AMD which is increasingly becoming the preferred accelerator choice"  
[X Link](https://x.com/HyperTechInvest/status/2022418662494515263)  2026-02-13T21:12Z 31.1K followers, [---] engagements


""Beast is the next $SOFI $HOOD $CHYM combined" Tom Lee Chairman of $BMNR"  
[X Link](https://x.com/HyperTechInvest/status/2022709820290117662)  2026-02-14T16:29Z 31.1K followers, [----] engagements

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