# ![@Minnvestor Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1505657357476507651.png) @Minnvestor Midwestern Investor

Midwestern Investor posts on X about $nvda, stocks, $tsm, $enph the most. They currently have [-----] followers and [----] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1505657357476507651/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1505657357476507651/c:line/m:interactions.svg)

- [--] Week [------] -17%
- [--] Month [------] -40%
- [--] Months [-------] +28%
- [--] Year [-------] -25%

### Mentions: [--] [#](/creator/twitter::1505657357476507651/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1505657357476507651/c:line/m:posts_active.svg)

- [--] Month [--] -46%
- [--] Months [---] -0.38%
- [--] Year [---] -24%

### Followers: [-----] [#](/creator/twitter::1505657357476507651/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1505657357476507651/c:line/m:followers.svg)

- [--] Week [-----] no change
- [--] Month [-----] +0.79%
- [--] Months [-----] +11%
- [--] Year [-----] +23%

### CreatorRank: [---------] [#](/creator/twitter::1505657357476507651/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1505657357476507651/c:line/m:influencer_rank.svg)

### Social Influence

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

**Social topic influence**
[$nvda](/topic/$nvda), [stocks](/topic/stocks), [$tsm](/topic/$tsm), [$enph](/topic/$enph), [$klac](/topic/$klac), [asml](/topic/asml), [$avgo](/topic/$avgo), [$googl](/topic/$googl), [nvda](/topic/nvda), [$intc](/topic/$intc)

**Top accounts mentioned or mentioned by**
[@daveyjuice](/creator/undefined) [@svtechie](/creator/undefined) [@investornick](/creator/undefined) [@dgrettaauthor](/creator/undefined) [@buccocapital](/creator/undefined) [@daginvestments](/creator/undefined) [@jamesmclaire](/creator/undefined) [@stocksavvyshay](/creator/undefined) [@ericjhonsa](/creator/undefined) [@dylan522p](/creator/undefined) [@stonkmetal](/creator/undefined) [@jaguaranalytics](/creator/undefined) [@pedrolamento](/creator/undefined) [@schornack](/creator/undefined) [@dnystedt](/creator/undefined) [@jackwolf57](/creator/undefined) [@nrossolillo](/creator/undefined) [@wkleberg45299](/creator/undefined) [@memely](/creator/undefined) [@unusualwhales](/creator/undefined)

**Top assets mentioned**
[NVIDIA Corp. (NVDA)](/topic/$nvda) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Enphase Energy Inc (ENPH)](/topic/$enph) [KLA Corp (KLAC)](/topic/$klac) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Intel Corporation (INTC)](/topic/$intc) [Applied Materials, Inc. (AMAT)](/topic/$amat) [Texas Instruments (TXN)](/topic/$txn) [Lam Research Corporation (LRCX)](/topic/$lrcx) [Advanced Micro Devices (AMD)](/topic/$amd) [Nextracker Inc. (NXT)](/topic/$nxt) [Microsoft Corp. (MSFT)](/topic/$msft) [QUALCOMM, Inc. (QCOM)](/topic/$qcom) [First Solar, Inc. (FSLR)](/topic/$fslr) [Micron Technology, Inc. (MU)](/topic/$mu) [Analog Devices, Inc. (ADI)](/topic/$adi) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Axcelis Technologies Inc (ACLS)](/topic/$acls) [SolarEdge Technologies, Inc. (SEDG)](/topic/$sedg) [NXP Semiconductors NV (NXPI)](/topic/$nxpi) [Target Corporation (TGT)](/topic/$tgt) [Celsius Holdings, Inc. Common Stock (CELH)](/topic/$celh) [Microchip Technology Inc. (MCHP)](/topic/$mchp) [Monolithic Power Systems, Inc. (MPWR)](/topic/$mpwr) [American Express Company (AXP)](/topic/$axp) [Arista Networks Inc (ANET)](/topic/$anet) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Marvell Technology Inc (MRVL)](/topic/$mrvl) [VF Corp (VFC)](/topic/$vfc) [Apple, Inc. (AAPL)](/topic/$aapl) [Tesla, Inc. (TSLA)](/topic/$tsla) [Orochi Network (ON)](/topic/$on) [Starbucks Corporation (SBUX)](/topic/$sbux) [ASE Technology Holding Co., Ltd. (ASX)](/topic/$asx) [Astera Labs, Inc. (ALAB)](/topic/$alab) [IES Holdings, Inc. Common Stock (IESC)](/topic/$iesc) [Helium IOT (IOT)](/topic/$iot) [Array Technologies, Inc. (ARRY)](/topic/$arry) [Sunrun Inc (RUN)](/topic/$run) [Adobe, Inc. (ADBE)](/topic/$adbe) [Synopsys, Inc. (SNPS)](/topic/$snps) [STMicroelectronics N.V. (STM)](/topic/$stm) [Metadium (META)](/topic/$meta) [Cadence Design Systems Inc (CDNS)](/topic/$cdns) [Nike Inc (NKE)](/topic/$nke) [Now Coin (NOW)](/topic/$now) [Skyworks Solutions Inc (SWKS)](/topic/$swks) [Shoals Technologies Group, Inc. (SHLS)](/topic/$shls) [US Bancorp (USB)](/topic/$usb) [Intuit Inc. (INTU)](/topic/$intu) [Qorvo Inc (QRVO)](/topic/$qrvo) [SiTime Corporation Common Stock (SITM)](/topic/$sitm) [XELIS (XEL)](/topic/$xel) [Cintas Corporation (CTAS)](/topic/$ctas) [Workday Inc (WDAY)](/topic/$wday) [Fabrinet (FN)](/topic/$fn) [Landwolf (WOLF)](/topic/$wolf) [Palo Alto Networks Inc (PANW)](/topic/$panw) [McDonald's Corp (MCD)](/topic/$mcd) [Pfizer, Inc. (PFE)](/topic/$pfe) [Lattice Semiconductor Corp (LSCC)](/topic/$lscc) [Generac Holdings Inc. (GNRC)](/topic/$gnrc)
### Top Social Posts
Top posts by engagements in the last [--] hours

"So basically every car in Edina 🍰😉 $TTM $AUDVF $VWAGY $BMWYY $DMLRY $VLVLY #Stocks #Edina #Minnesota REMINDER: MOST problematic used cars - Range Rover - Jaguar - Audi - BMW - Mercedes - Volvo REMINDER: MOST problematic used cars - Range Rover - Jaguar - Audi - BMW - Mercedes - Volvo"  
[X Link](https://x.com/Minnvestor/status/1515048190063620102)  2022-04-15T19:23Z [----] followers, [--] engagements


"Which sector is a better long-term investment Renewable energy or cannabis $ICLN $TAN $ENPH $SEDG $FSLR $DNNGY $IBDRY $JKS $GCTAY $VWDRY $MSOS $MJ $YOLO $TLRY $ACB $CGC $CRON $CLRBF $TCNNF $GRWG $SPY $QQQ #stocks #stockmarket #investing #money #economics Renewable Energy Cannabis Renewable Energy Cannabis"  
[X Link](https://x.com/Minnvestor/status/1519376055148191745)  2022-04-27T18:00Z [----] followers, [--] engagements


"@arorasag @gurgavin They could call it $FARK"  
[X Link](https://x.com/Minnvestor/status/1520157403123269632)  2022-04-29T21:45Z [----] followers, [--] engagements


"Feeling bullish. 📈 Here's what I'm watching. Which would you pick $TSM $U $QS $HIMX $QQQ $VGT $XLK $SMH $SOXX $SOXL $METV $VERS $VR $LIT $CTEC $FTXR $PBW $COMP $CARZ $TDIV Taiwan Semiconductor Unity Himax QuantumScape Taiwan Semiconductor Unity Himax QuantumScape"  
[X Link](https://x.com/Minnvestor/status/1526802026830626816)  2022-05-18T05:49Z [----] followers, [--] engagements


"63% of my households portfolio is split between two retirement accounts: one Target Date and one S&P [---] The other 37% is shown below. What do you think $ESGV $GOOGL $LRCX $AMD $U $VGT $SMH $VSGX $TSM $VUG $CTEC $ENPH $AOSL $HIMX $JETS $ACLS $NVDA $MSFT $DHR $VWDRY $TAN $MSOS"  
[X Link](https://x.com/Minnvestor/status/1531055308134547456)  2022-05-29T23:30Z [----] followers, [--] engagements


"June [--] [----] portfolio update. Added to $AMD $TSM $AOSL $U $QS $TAN $VWDRY and $IIPR. Reordered the colors. Dark blue = hardware 💾 light blue = software 🧑💻 $SPY $ESGV $VSGX $VUG $DHR $LRCX $SMH $HIMX $ACLS $AOSL $NVDA $VGT $GOOGL $MSFT $ENPH $CTEC $OTLY $MSOS $JETS"  
[X Link](https://x.com/Minnvestor/status/1537957718886973440)  2022-06-18T00:37Z [----] followers, [--] engagements


"What percentage of your portfolio is non-U.S. stocks $SPY $QQQ $VOO $VTI $VT $VXUS $VEU $ACWX $AAPL $MSFT $GOOGL $AMZN $TSLA $TCEHY $BRK.B $TSM $ROG.SW $NESN.SW $MC.PA $BABA More than 50% 26-50% 0% (100% U.S. ) 125% More than 50% 26-50% 0% (100% U.S. ) 125%"  
[X Link](https://x.com/Minnvestor/status/1538741486598205440)  2022-06-20T04:32Z [----] followers, [--] engagements


"Worlds largest publicly traded solar companies by revenue [----] data #solarenergy #stocks [--]. JinkoSolar $JKS [--]. Canadian Solar $CSIQ [--]. First Solar $FSLR [--]. GCL-Poly Energy $GCPEF [--]. SunPower $SPWR [--]. SolarEdge $SEDG"  
[X Link](https://x.com/Minnvestor/status/1544898781652680704)  2022-07-07T04:19Z [----] followers, [--] engagements


"8 tech companies with the highest margins: 85.6% $VRSN VeriSign 77.4% $NVEC NVE Corp 73.5% $TGL Treasure Global 69.5% $DQ Daqo New Energy 69.3% $TXN Texas Instruments 61.4% $AZPN Aspen Technology 61.3% $CAN Canaan 55.0% $TSM Taiwan Semiconductor Gross margins shown. DYOR"  
[X Link](https://x.com/Minnvestor/status/1566833595930525697)  2022-09-05T17:00Z [----] followers, [--] engagements


"I wouldn't hesitate to add these two high-margin companies to my portfolio: $TXN Texas Instruments dividend increase every year since [----] over [------] customers net margin 43.8% $KLAC KLA dominates the PDC market critical for defect free chip making net margin 36.1%"  
[X Link](https://x.com/Minnvestor/status/1566924046213816325)  2022-09-05T22:59Z [----] followers, [--] engagements


"$INTC swings for a homer $AVGO bunts. Capex vs. FCF for major semiconductor companies. First time using @WiijiiApp very easy to use. Fun to explore the different variables. $NVDA $TXN $QCOM $AMD $MU $ADI"  
[X Link](https://x.com/Minnvestor/status/1571331674033758214)  2022-09-18T02:53Z [----] followers, [--] engagements


"Been thinking about @10kdiver's thread about return on equity. A higher ROE justifies a higher P/E. For example I always thought KLA was more expensive vs. peers but perhaps not: $AMAT Fwd P/E 11.2x ROE 55.6% $LRCX Fwd P/E 11.5x ROE 74.9% $KLAC Fwd P/E 14.3x ROE 99.2% 6/ In other words how much capital do these businesses need to produce $1 of earnings What Return On Equity (ROE) do these businesses deliver To see why this is the pertinent question let's assume A earns a 20% ROE and B earns an 80% ROE. 6/ In other words how much capital do these businesses need to produce $1 of earnings What"  
[X Link](https://x.com/Minnvestor/status/1571952797591175169)  2022-09-19T20:02Z [----] followers, [--] engagements


"Companies with exactly [--] or [--] #semiconductor fabs in the U.S. $MU Micron $ADI Analog Devices $MCHP Microchip $NXPI NXP $ON ON Semi $GFS GlobalFoundaries $QRVO Qorvo Graph shows companies by revenue (bubble size) profit margin and FCF @WiijiiApp https://viz.wiijii.co/chart/id=SkEqMDmUpcrys3BA8FTO https://viz.wiijii.co/chart/id=SkEqMDmUpcrys3BA8FTO"  
[X Link](https://x.com/Minnvestor/status/1576063052646346757)  2022-10-01T04:14Z [----] followers, [--] engagements


"Peter Lynch says to look for stocks with a P/E less than the company's growth rate (or a PEG ratio 1) Here's a look at semiconductor stocks by PEG: [----] $TSM [----] $ON [----] $AMD [----] $AVGO [----] $QCOM [----] $NXPI [----] $TXN [----] $NVDA [----] $STM [----] $ADI [----] $MCHP N/A $INTC $MU"  
[X Link](https://x.com/Minnvestor/status/1578210773297467393)  2022-10-07T02:29Z [----] followers, [--] engagements


"China and Taiwan sales as a % of total revenues for top U.S. #semiconductor equipment makers: $AMAT Applied Materials 51% China 27% Taiwan 24% $LRCX Lam Research 48% China 31% Taiwan 17% $KLAC KLA 56% China 29% Taiwan 27%"  
[X Link](https://x.com/Minnvestor/status/1582593308450488321)  2022-10-19T04:43Z [----] followers, [--] engagements


"Number of semiconductor fabs by state Source: Wikipedia (some data may be outdated or missing) $TSM $TXN $INTC $ADI $MU $NXPI $GFS $ON $SWKS $WOLF $STX $QRVO $TSEM $DIOD $INFN $RGTI $AAPL $MDT $IFNNY $TTDKY $RNECY $ROHCY"  
[X Link](https://x.com/Minnvestor/status/1583957768163454977)  2022-10-22T23:05Z [----] followers, [--] engagements


"Number of times China is mentioned in the 10-K reports of top semiconductor companies [--] $QCOM Qualcomm [--] $MRVL Marvell [--] $ADI Analog Devices [--] $MU Micron [--] $INTC Intel [--] $NXPI NXP [--] $AMD AMD [--] $NVDA NVIDIA [--] $AVGO Broadcom [--] $TXN Texas Instruments"  
[X Link](https://x.com/Minnvestor/status/1584736641196863488)  2022-10-25T02:40Z [----] followers, [--] engagements


"$259K $VECO Veeco* $257K $SGH SGH* $251K $IPGP IPG $154K $PRSO Peraso* $142K $ICHR Ichor $140K $GSIT GSI* $140K $DIOD Diodes $109K $SITM SiTime $63K $INTT inTEST $36K $WISA WiSA $29K $NVEC NVE $21K $UCTT Ultra Clean $7K $PXLW Pixelworks $3K $EMAN eMagin * = multiple buyers"  
[X Link](https://x.com/Minnvestor/status/1585849270372106241)  2022-10-28T04:21Z [----] followers, [--] engagements


"U.S. semiconductor companies by #dividend yield 💵 4.90% $INTC Intel 3.09% $AVGO Broadcom 2.80% $TXN Texas Instruments 2.63% $SWKS Skyworks Solutions 2.43% $QCOM Qualcomm 1.80% $ADI Analog Devices 1.76% $VSH Vishay 1.75% $MCHP Microchip 1.51% $LRCX Lam Research 1.36% $KLAC KLA"  
[X Link](https://x.com/Minnvestor/status/1595240537862307840)  2022-11-23T02:19Z [----] followers, [--] engagements


"Consumer-facing PC hardware companies by TTM net margin: 28.2% $MU Micron 25.3% $AAPL Apple 20.0% $NVDA NVIDIA 17.6% $INTC Intel 10.4% $AMD AMD 10.1% $STX Seagate 9.7% $HPQ HP 9.4% $LOGI Logitech 5.7% $CAJ Canon 4.9% $DELL Dell 4.9% $WDC WD -5.0% $CRSR Corsair -15.9% $XRX Xerox"  
[X Link](https://x.com/Minnvestor/status/1598819969009176577)  2022-12-02T23:22Z [----] followers, [--] engagements


"Scenario: You get a big raise and promotion today. Which do you upgrade first #durablegoods 🚗 Your car $TM $F $GM $TSLA 📺 Electronics $AAPL $TSM $SONY 🛠 Appliances $WHR $HD $LOW 🪑 Furniture $RH $MLKN $TPX Car Electronics Furniture Appliances Car Electronics Furniture Appliances"  
[X Link](https://x.com/Minnvestor/status/1600532271496298496)  2022-12-07T16:46Z [----] followers, [--] engagements


"Notes from today's visit to Mall of America: - $LULU was packed. - $AAPL store was hella packed. - People waiting in line to simply get into the North Face and Ugg. $VFC $DECK - Also surprising number of people chilling in the Capital One Cafe $COF 🤔"  
[X Link](https://x.com/Minnvestor/status/1601770572135792641)  2022-12-11T02:47Z [----] followers, [--] engagements


"It's easy to see why investors like Texas Instruments. Over the past [--] years drawdowns of $TXN have been shorter and less severe than Broadcom $AVGO and especially Micron $MU"  
[X Link](https://x.com/Minnvestor/status/1608894017210814465)  2022-12-30T18:33Z [----] followers, [----] engagements


"Stock buybacks in Q3 [----] as a percentage of the market cap of #semiconductor companies: 1.83% $AMAT 1.02% $NVDA 0.98% $ADI 0.98% $NXPI 0.77% $MU 0.67% $TXN 0.64% $MCHP 0.59% $AMD 0.51% $LRCX 0.48% $ASML 0.41% $QCOM 0.29% $ON 0.17% $KLAC 0.16% $MRVL"  
[X Link](https://x.com/Minnvestor/status/1610315680699629569)  2023-01-03T16:42Z [----] followers, [---] engagements


"Companies return value to shareholders in different ways. This graph shows top #semiconductor companies arranged by percentage spent on dividend payments vs. stock buybacks vs. capital expenditures. $NVDA $TSM $AVGO $ASML $TXN $QCOM $INTC $AMD"  
[X Link](https://x.com/Minnvestor/status/1610885898475917314)  2023-01-05T06:28Z [----] followers, [----] engagements


"Number of times "Russia" is mentioned in the most recent quarterly reports of top #semiconductor companies [--] $NVDA NVIDIA [--] $ADI Analog Dev [--] $INTC Intel [--] $KLAC KLA [--] $AMD AMD [--] $AMAT Applied Mat [--] $AVGO Broadcom [--] $LRCX Lam [--] $MU Micron [--] $QCOM Qualcomm [--] $TXN Texas Ins"  
[X Link](https://x.com/Minnvestor/status/1611224517774295040)  2023-01-06T04:53Z [----] followers, [----] engagements


"☀ Solar energy companies by trailing [--] months free cash flow ☀ #cleanenergy #cashflow $545M $ENPH Enphase Energy $4M $SHLS Shoals -$61M $ARRY Array -$171M $SEDG SolarEdge -$221M $SPWR SunPower -$659M $FSLR First Solar -$1.18B $NOVA Sunnova -$2.81B $RUN Sunrun"  
[X Link](https://x.com/Minnvestor/status/1612097426348802049)  2023-01-08T14:42Z [----] followers, [----] engagements


"I had coupon in hand ready to spend. But the Dick's Sporting Goods $DKS nearest me only had ice skates up to size [--]. In Minnesota Outrageous. So I took my money to Play it Again Sports $WINA"  
[X Link](https://x.com/Minnvestor/status/1612257396121915392)  2023-01-09T01:18Z [----] followers, [---] engagements


"Tech companies valued $25B with the cheapest price to free cash flow ratio: [----] $HPQ HP Inc [----] $NXPI NXP Semi [----] $VMW VMware [----] $ON Onsemi [----] $CTSH Congnizant [----] $FIS FIS [----] $INTC Intel [----] $PANW Palo Alto [----] $MCHP Microchip [----] $AAPL Apple [----] $ADSK Autodesk"  
[X Link](https://x.com/Minnvestor/status/1612802815277023233)  2023-01-10T13:25Z [----] followers, [---] engagements


"Tech companies valued $25B with the highest return on #investment 58.3% $AAPL Apple 43.3% $KLAC KLA 42.5% $LRCX Lam 42.5% $HPQ HP Inc 41.2% $QCOM Qualcomm 40.1% $AMD AMD 38.9% $ASML ASML 38.0% $AMAT Applied Mat 37.1% $TXN Texas Inst 35.9% $FTNT Fortinet 31.9% $ACN Accenture"  
[X Link](https://x.com/Minnvestor/status/1613002757883006977)  2023-01-11T02:40Z [----] followers, [---] engagements


"Upcoming earnings calls I look forward to this month: Jan [--] $TSM Taiwan Semiconductor Jan [--] $TXN Texas Instruments Jan [--] $LRCX Lam Research Jan [--] $NVEC NVE Jan [--] $WINA Winmark Jan [--] $KLAC KLA Jan [--] $INTC Intel Jan [--] $AXP American Express Jan [--] $GOOGL Alphabet"  
[X Link](https://x.com/Minnvestor/status/1613156269195419649)  2023-01-11T12:50Z [----] followers, [----] engagements


"In the nine months ended Oct [--] [----] Intel $INTC spent: $19.1 billion on capital expenditures $4.5 billion on dividends $0 on stock buybacks"  
[X Link](https://x.com/Minnvestor/status/1613307390249541635)  2023-01-11T22:50Z [----] followers, [---] engagements


"@unusual_whales There are roughly [-----] Mcdonalds [-----] Subways and [-----] Starbucks in the world. I wonder why Subway's valuation is so much less than $MCD or $SBUX"  
[X Link](https://x.com/Minnvestor/status/1613343581170696193)  2023-01-12T01:14Z [----] followers, [----] engagements


"Tech companies valued $25B with the highest returns on equity: 160.9% $AAPL Apple 112.8% $KLAC KLA 88.1% $QCOM Qualcomm 78.0% $ADSK Autodesk 74.1% $LRCX Lam 65.0% $ENPH Enphase 64.6% $ASML 63.5% $TXN Texas Inst 54.7% $AMAT Applied Mat 51.3% $AVGO Broadcom 42.1% $MSFT Microsoft"  
[X Link](https://x.com/Minnvestor/status/1613384019932073985)  2023-01-12T03:55Z [----] followers, [---] engagements


"The value of shares repurchased by Analog Devices $ADI in FY [----] was greater than the company's dividend payments + capital expenditures combined. Similar to $ASML in this way. $2.6B on stock buybacks $1.5B on dividends $0.7B on capital expenditures"  
[X Link](https://x.com/Minnvestor/status/1616936526566260736)  2023-01-21T23:11Z [----] followers, [---] engagements


"Takeaways from the financial statements of Target $TGT for the nine months ended Oct [----] vs Oct 2021: - Sales are up slightly. - But cost of sales is rising more so. - Capex is rising significantly. - Inventory is improving though still negative. - #SBC is not the problem"  
[X Link](https://x.com/Minnvestor/status/1616971701589352452)  2023-01-22T01:31Z [----] followers, [---] engagements


"I like the cash flow statement of Microchip Technology $MCHP. Earnings 2Xed and FCF increased from $1.0B to $1.4B in the six months ended Sep [----] vs. Sep [----]. Stock-based comp decreased from $112M to $83M $442M on stock buybacks $319M on dividends $232M on capital expenditures"  
[X Link](https://x.com/Minnvestor/status/1617687978742255616)  2023-01-24T00:57Z [----] followers, [---] engagements


"Top [--] #semiconductor companies by number of employees: [------] $INTC Intel [-----] $ASX ASE Group [-----] $TSM TSMC [-----] $IFNNY Infineon [-----] $QCOM Qualcomm [-----] $STM STMicroelectronics [-----] $MU Micron [-----] $ASML ASML [-----] $AMAT Appied Materials [-----] $NXPI NXP"  
[X Link](https://x.com/Minnvestor/status/1618104613290536961)  2023-01-25T04:32Z [----] followers, [--] engagements


"Profitable solar companies by Fwd P/E: [---] $JKS JinkoSolar [---] $CSIQ Canadian Solar [----] $SOL Emeren [----] $ARRY Array [----] $SPWR SunPower [----] $FSLR First Solar [----] $SEDG SolarEdge [----] $SHLS Shoals [----] $ENPH Enphase"  
[X Link](https://x.com/Minnvestor/status/1623912719320756231)  2023-02-10T05:12Z [----] followers, [---] engagements


"Highest ROE among profitable tech companies with PEG under 1: 46.3% $MTSI MACOM 38.2% $IMXI Intermex 37.7% $SMCI Supermicro 34.4% $DLO dLocal 31.4% $TSM TSMC 31.0% $HCKT Hackett Group 28.8% $MRAM Everspin 28.6% $NVEC NVE 28.5% $UMC UMC 26.8% $ITRN Ituran 26.6% $KLIC K&S"  
[X Link](https://x.com/Minnvestor/status/1626821785550221312)  2023-02-18T05:51Z [----] followers, [---] engagements


"Highest profit margins of #semiconductor companies with a forward P/E under [--] 33.8% $AVGO Broadcom 33.7% $TSM TSMC 31.1% $UMC UMC 27.4% $QCOM Qualcomm 25.7% $MCHP Microchip 22.3% $SWKS Skyworks 18.9% $SMTC Semtech 18.5% $NXPI NXP 18.2% $SIMO Silicon Motion 17.6% $STM STMicro"  
[X Link](https://x.com/Minnvestor/status/1627198094868709378)  2023-02-19T06:47Z [----] followers, [----] engagements


"I don't follow healthcare companies but the stock of Pfizer $PFE has my attention. Covid windfall may be over but is the market overreacting P/E [--] Fwd P/E [--]. Div yield near 4% here. @EvanRamstad says healthcare has the exciting air of possibility that tech had [--] yrs ago"  
[X Link](https://x.com/Minnvestor/status/1628945800733548547)  2023-02-24T02:31Z [----] followers, [----] engagements


"Applied Materials unveiled this bad boy today. The company says the new Sculpta tool could save fabs like Taiwan Semiconductor and Intel $50 per wafer. $TSM $INTC $AMAT is up +5.0% $ASML is down -1.4%"  
[X Link](https://x.com/Minnvestor/status/1630650720851468289)  2023-02-28T19:26Z [----] followers, [----] engagements


"Top #semiconductor companies by return on equity: 139% $KLAC KLA 73% $LRCX Lam 71% $QCOM Qualcomm 68% $ASML ASML 61% $TXN Texas Instruments 57% $AVGO Broadcom 52% $AMAT Applied Materials 47% $DQ Daqo New Energy 46% $MTSI MACOM 40% $LSCC Lattice 40% $NXPI NXP 39% $TSM TSMC"  
[X Link](https://x.com/Minnvestor/status/1635272021620965381)  2023-03-13T13:30Z [----] followers, [----] engagements


"This evening Cramer says you can buy: $AMD AMD $NVDA NVIDIA $MSFT Microsoft $ADBE Adobe $META Facebook $BMY Bristol-Myers Squibb"  
[X Link](https://x.com/Minnvestor/status/1636162475505733633)  2023-03-16T00:28Z [----] followers, [---] engagements


"--------- Round of [--] --------- #Semiconductor March Madness [--] $TSM vs. [--] $MCHP Taiwan Semiconductor Microchip Taiwan Semiconductor Microchip"  
[X Link](https://x.com/Minnvestor/status/1636792447257722881)  2023-03-17T18:11Z [----] followers, [---] engagements


"$TSM Taiwan Semiconductor Mfg Co Market cap: $451 billion P/E: [--] Dividend yield: 2.5% Profit margin: 45% $MCHP Microchip Technology Inc Market cap: $46 billion P/E: [--] Dividend yield: 1.7% Profit margin: 26% Which is the better investment Vote now 👆"  
[X Link](https://x.com/Minnvestor/status/1636793158649651200)  2023-03-17T18:14Z [----] followers, [---] engagements


"Not even close No. [--] Taiwan Semiconductor $TSM defeats No. [--] Microchip Technologies. $MCHP is eliminated. The world's most important company advances to the quarterfinals"  
[X Link](https://x.com/Minnvestor/status/1637174175726010369)  2023-03-18T19:28Z [----] followers, [---] engagements


"---------- Round of [--] ---------- #Semiconductor March Madness [--] $AVGO vs. [--] $NXPI Broadcom NXP Semiconductors Broadcom NXP Semiconductors"  
[X Link](https://x.com/Minnvestor/status/1637484178764709888)  2023-03-19T16:00Z [----] followers, [---] engagements


"$AVGO Broadcom Inc. Market cap: $265 billion P/E: [--] Dividend yield: 2.9% Profit margin: 37% $NXPI NXP Semiconductors N.V. Market cap: $47 billion P/E: [--] Dividend yield: 2.3% Profit margin: 21% Which investment is better Vote now"  
[X Link](https://x.com/Minnvestor/status/1637484692537593856)  2023-03-19T16:02Z [----] followers, [---] engagements


"---------- Round of [--] ---------- #Semiconductor March Madness [--] $ASML vs. [--] $KLAC ASML KLA ASML KLA"  
[X Link](https://x.com/Minnvestor/status/1637831467773337602)  2023-03-20T15:00Z [----] followers, [---] engagements


"$ASML ASML Holding N.V. Market cap: $250 billion Forward P/E: [--] Dividend yield: 1.6% Profit margin: 27% $KLAC KLA Corporation Market cap: $54 billion Forward P/E: [--] Dividend yield: 1.3% Profit margin: 34% Which company is the better investment Vote now"  
[X Link](https://x.com/Minnvestor/status/1637831631405830144)  2023-03-20T15:01Z [----] followers, [---] engagements


"Twitter likes the stock of Broadcom Inc. $AVGO advances to the quarterfinals. NXP Semiconductors $NXPI is eliminated"  
[X Link](https://x.com/Minnvestor/status/1637865351890231319)  2023-03-20T17:15Z [----] followers, [---] engagements


"---------- Round of [--] ---------- #Semiconductor March Madness [--] $TXN vs. [--] $MU Texas Instruments Micron Texas Instruments Micron"  
[X Link](https://x.com/Minnvestor/status/1638286456341815298)  2023-03-21T21:08Z [----] followers, [---] engagements


"$TXN Texas Instruments Inc. Market cap: $163 billion Forward P/E: [--] Dividend yield: 2.8% Profit margin: 43.5% $MU Micron Technology Inc. Market cap: $64 billion Forward P/E: [--] Dividend yield: 0.8% Profit margin: 22.8% Which is the better investment Vote now 👆"  
[X Link](https://x.com/Minnvestor/status/1638287183827152903)  2023-03-21T21:11Z [----] followers, [---] engagements


"---------- Round of [--] ---------- #Semiconductor March Madness [--] $QCOM vs. [--] $ADI Qualcomm Analog Devices Qualcomm Analog Devices"  
[X Link](https://x.com/Minnvestor/status/1639014056366407682)  2023-03-23T21:19Z [----] followers, [---] engagements


"$QCOM Qualcomm Incorporated Market cap: $138 billion Forward P/E: [--] Dividend yield: 2.4% Profit margin: 27% $ADI Analog Devices Inc. Market cap: $96 billion Fwd P/E: [--] Dividend yield: 1.8% Profit margin: 27% 🤔 Which investment is better Vote now 👆"  
[X Link](https://x.com/Minnvestor/status/1639014611637915648)  2023-03-23T21:21Z [----] followers, [---] engagements


"$AMD Red Team advances after a hard-fought battle of the greats. Lam Research $LRCX is eliminated"  
[X Link](https://x.com/Minnvestor/status/1639072569138503682)  2023-03-24T01:12Z [----] followers, [---] engagements


"#Semiconductor March Madness [--] $INTC vs. [--] $AMAT Intel Applied Materials Intel Applied Materials"  
[X Link](https://x.com/Minnvestor/status/1639324503414128641)  2023-03-24T17:53Z [----] followers, [---] engagements


"$INTC Intel Corporation Market cap: $122 billion Forward P/E: [----] Dividend yield: 1.7% Profit margin: 13% $AMAT Applied Materials Inc. Market cap: $104 billion Forward P/E: [----] Dividend yield: 1.0% Profit margin: 25% Which stock is a better investment Vote now 👆"  
[X Link](https://x.com/Minnvestor/status/1639325084455141389)  2023-03-24T17:55Z [----] followers, [---] engagements


"Who says voting doesn't matter Qualcomm Inc. $QCOM eked out a victory over Analog Devices by a single vote. $ADI is eliminated"  
[X Link](https://x.com/Minnvestor/status/1639488176283701249)  2023-03-25T04:43Z [----] followers, [---] engagements


"Large cap #semiconductor companies with the highest EPS growth estimates for the next 5Y: 34% $UMC UMC 30% $ASML ASML 22% $TSM TSMC 21% $NVDA NVIDIA 19% $MRVL Marvell 18% $ON Onsemi 15% $LSCC Lattice 15% $SWKS Skyworks 14% $MPWR Monolithic Power 14% $MCHP Microchip"  
[X Link](https://x.com/Minnvestor/status/1639491354903429122)  2023-03-25T04:56Z [----] followers, [---] engagements


"-------- QUARTERFINALS -------- #Semiconductor March Madness [--] $STM vs. [--] $AVGO STMicroelectronics Broadcom STMicroelectronics Broadcom"  
[X Link](https://x.com/Minnvestor/status/1640161998469038082)  2023-03-27T01:21Z [----] followers, [---] engagements


"$STM STMicroelectronics N.V. Market cap: $47 billion Fwd P/E: [--] Fwd PEG: [---] Div yield: 0.6% Profit margin: 25% $AVGO Broadcom Incorporated Market cap: $267 billion Fwd P/E: [--] Fwd PEG: [---] Div yield: 2.9% Profit margin: 37% Which investment is better Vote now"  
[X Link](https://x.com/Minnvestor/status/1640163364184764419)  2023-03-27T01:26Z [----] followers, [---] engagements


"#Semiconductor March Madness continues The stage is set. Eight companies remain: Sun-Mon: $STM vs $AVGO Mon-Tue: $TSM vs $ASML Tue-Wed: $TXN vs $QCOM Wed-Thu: $AMD vs $AMAT Thu-Fri: Semifinals Fri-Sat: Semifinals Sun-Mon: Championship"  
[X Link](https://x.com/Minnvestor/status/1640164947639377920)  2023-03-27T01:32Z [----] followers, [----] engagements


"#Semiconductor companies by number of appearances in my previous [--] lists: [--] $QCOM Qualcomm [--] $MCHP Microchip [--] $TXN Texas Instruments [--] $AVGO Broadcom [--] $LRCX Lam Research [--] $TSM TSMC [--] $INTC Intel [--] $AMAT Applied Materials [--] $ASML ASML [--] $KLAC KLA [--] $LSCC Lattice"  
[X Link](https://x.com/Minnvestor/status/1640726668221227008)  2023-03-28T14:44Z [----] followers, [----] engagements


"Honorable mentions with [--] appearances each: $ADI Analog Devices $SWKS Skyworks $SMTC Semtech $MTSI MACOM $NXPI NXP $MRVL Marvell"  
[X Link](https://x.com/Minnvestor/status/1640727309328982018)  2023-03-28T14:47Z [----] followers, [---] engagements


"-------- QUARTERFINALS -------- #Semiconductor March Madness [--] $TXN vs. [--] $QCOM Texas Instruments Qualcomm Texas Instruments Qualcomm"  
[X Link](https://x.com/Minnvestor/status/1640867961756954625)  2023-03-29T00:06Z [----] followers, [---] engagements


"$TXN Texas Instruments Inc. Market cap: $162 billion Fwd P/E: [--] Fwd PEG: [---] Div yield: 2.8% Profit margin: 43.5% $QCOM Qualcomm Inc. Market cap: $135 billion Fwd P/E: [--] Fwd PEG: [---] Div yield: 2.5% Profit margin: 27.4% 🤷 Which investment is better Vote now 👆"  
[X Link](https://x.com/Minnvestor/status/1640868826198814721)  2023-03-29T00:09Z [----] followers, [---] engagements


"-------- QUARTERFINALS -------- #Semiconductor March Madness [--] $AMD vs. [--] $AMAT AMD Applied Materials AMD Applied Materials"  
[X Link](https://x.com/Minnvestor/status/1641211807246295040)  2023-03-29T22:52Z [----] followers, [---] engagements


"$AMD Advanced Micro Devices Inc Market cap: $159 billion Fwd P/E: [----] Fwd PEG: [----] Div yield: - Profit margin: 5.6% $AMAT Applied Materials Inc Market cap: $104 billion Fwd P/E: [----] Fwd PEG: [----] Div yield: 1.1% Profit margin: 24.6% Which investment is better Vote now"  
[X Link](https://x.com/Minnvestor/status/1641213026249461762)  2023-03-29T22:57Z [----] followers, [---] engagements


"Big Tex does it again. The maker of analog chips and embedded processors $TXN takes down wireless chipmaker Qualcomm. $QCOM is eliminated"  
[X Link](https://x.com/Minnvestor/status/1641256979376005121)  2023-03-30T01:52Z [----] followers, [---] engagements


"Fans of America's largest semicap company applied themselves in overtime to defeat Dr. Su and Team Red. Applied Materials $AMAT advances to the semifinals. $AMD is eliminated"  
[X Link](https://x.com/Minnvestor/status/1641666083047325696)  2023-03-31T04:57Z [----] followers, [---] engagements


"💽💽💽💽 SEMI FINALS 💽💽💽💽 #Semiconductor March Madness [--] $AVGO vs. [--] $TXN Broadcom Texas Instruments Broadcom Texas Instruments"  
[X Link](https://x.com/Minnvestor/status/1641677275518193665)  2023-03-31T05:42Z [----] followers, [---] engagements


"$AVGO Broadcom Inc. Market cap: $266 billion Fwd P/E: [--] Fwd PEG: [---] Div yield: 2.9% Profit margin: 36.6% $TXN Texas Instruments Inc. Market cap: $168 billion Fwd P/E: [--] Fwd PEG: [---] Div yield: 2.7% Profit margin: 43.5% Which company is a better investment Vote now 👆"  
[X Link](https://x.com/Minnvestor/status/1641678941600579584)  2023-03-31T05:48Z [----] followers, [---] engagements


"💽💽💽💽 SEMI FINALS 💽💽💽💽 #Semiconductor March Madness [--] $TSM vs. [--] $AMAT Taiwan Semiconductor Applied Materials Taiwan Semiconductor Applied Materials"  
[X Link](https://x.com/Minnvestor/status/1641863534567907329)  2023-03-31T18:02Z [----] followers, [---] engagements


"$TSM Taiwan Semiconductor Mfg Co Market cap: $458 billion Fwd P/E: [--] Fwd PEG: [---] Div yield: 1.9% Profit margin: 45% $AMAT Applied Materials Inc Market cap: $106 billion Fwd P/E: [--] Fwd PEG: [---] Div yield: 1.0% Profit margin: 25% Which is a better investment Vote now"  
[X Link](https://x.com/Minnvestor/status/1641866458429808650)  2023-03-31T18:14Z [----] followers, [---] engagements


"The stocks of EV bus manufacturers were hit hard this past year: -52% $NFYEF NFI Group -77% $LEV Lion Electric -81% $PTRA Proterra -95% $ZEV Lightning eMotors $5.5 billion is up for grabs over 5y w Infrastructure Bill. But risky sector with incumbents Gillig and Blue Bird $BLBD"  
[X Link](https://x.com/Minnvestor/status/1642977246624219140)  2023-04-03T19:47Z [----] followers, [---] engagements


"Iron ore freighters entered the ports of Duluth MN and Superior WI today. Taconite pellets are transported from Minnesota mines to the Twin Ports by train then shipped to steel mills in Ohio and Pennsylvania The stuff of Andrew Carnegie over [---] years ago $X $CLF $CNI $BRK.B"  
[X Link](https://x.com/Minnvestor/status/1643108805151010818)  2023-04-04T04:30Z [----] followers, [---] engagements


"Recap of the #Semiconductor March Madness Final Four: [--] $AVGO vs. [--] $TXN [--] $TSM vs. [--] $AMAT And this year's champion is. Taiwan Semiconductor Mfg Co "The most important company in the world""  
[X Link](https://x.com/Minnvestor/status/1643318276242526210)  2023-04-04T18:23Z [----] followers, [---] engagements


"Worst performing mid and large caps over the past 6M excluding financials: -66.6% $LUMN Lumen -60.5% $GH Guardant Health -60.0% $RIVN Rivian -59.2% $DNA Ginkgo Bioworks -57.8% $PLUG Plug Power -56.5% $OLPX Olaplex -50.5% $ZI ZoomInfo -50.4% $WOLF Wolfspeed -50.1% $BILL BILL"  
[X Link](https://x.com/Minnvestor/status/1644911192555520000)  2023-04-09T03:52Z [----] followers, [----] engagements


"Cramer says buy Micron $MU and Western Digital $WDC"  
[X Link](https://x.com/Minnvestor/status/1645631892929273856)  2023-04-11T03:36Z [----] followers, [---] engagements


"Buffet: Rising geopolitical tensions were a consideration in dumping the bulk of his stake in $TSM"  
[X Link](https://x.com/Minnvestor/status/1646364230411485185)  2023-04-13T04:06Z [----] followers, [---] engagements


"$UNFI United Natural Foods Fwd PE: [---] Like a mini Sysco organic food secular tailwind owns MN fav Cub FCF positive [----] P/S 👀 $USB US Bancorp* Fwd PE: [---] Being thrown out with regionals large cap stability attractive entry point and yield 👇 2/5"  
[X Link](https://x.com/Minnvestor/status/1646636092085469184)  2023-04-13T22:06Z [----] followers, [---] engagements


"$VFC VF Corp Fwd PE: [---] Debt doghouse but two recent upgrades. Brands include Vans The North Face and Smartwool. Can interim CEO turn it around $COF Capital One / $DFS Discover Fwd PE: [---] / [---] Lowest valuations in credit services sector. Popular rewards programs 👇 3/5"  
[X Link](https://x.com/Minnvestor/status/1646636093737955331)  2023-04-13T22:06Z [----] followers, [---] engagements


"Visualizing free cash flow of top U.S. #semiconductor equipment manufacturers over the past four quarters $AMAT Applied Materials $LRCX Lam Research $KLAC KLA"  
[X Link](https://x.com/Minnvestor/status/1647401240895135749)  2023-04-16T00:47Z [----] followers, [---] engagements


"Historical return on equity of Lam Research compared to ASML and TSMC $LRCX $ASML $TSM all report earnings this week"  
[X Link](https://x.com/Minnvestor/status/1647626155288064008)  2023-04-16T15:41Z [----] followers, [----] engagements


"Three insiders immediately purchased shares after former $VFC CEO Steven Rendle unexpectedly stepped down last December and two more insiders bought this year Interestingly the two repeat buyers prior to the CEO's departure have not added since"  
[X Link](https://x.com/Minnvestor/status/1648080742604328960)  2023-04-17T21:47Z [----] followers, [----] engagements


"Top publicly traded #solar companies by revenue (ttm) $12.2B $JKS JinkoSolar $7.5B $CSIQ Canadian Solar $3.1B $SEDG SolarEdge $2.6B $FSLR First Solar $2.3B $ENPH Enphase Energy $2.3B $RUN Sunrun $1.8B $NXT Nextracker $1.7B $SPWR SunPower $1.6B $ARRY Array $1.1B $MAXN Maxeon"  
[X Link](https://x.com/Minnvestor/status/1648531351392616452)  2023-04-19T03:37Z [----] followers, [---] engagements


"Earnings growth of #semiconductor equipment makers from 2018-2022 $AMAT $ASML $LRCX $KLAC"  
[X Link](https://x.com/Minnvestor/status/1648682246348365824)  2023-04-19T13:37Z [----] followers, [---] engagements


"Lam $LRCX reports lowest memory systems concentration in a decade and anticipates further revenue decline in NAND and DRAM in June quarter"  
[X Link](https://x.com/Minnvestor/status/1648798317634019328)  2023-04-19T21:18Z [----] followers, [---] engagements


"Solar companies that made money in the past year by income: $397M $ENPH Enphase $240M $CSIQ Canadian Solar $173M $RUN Sunrun $128M $SHLS Shoals $102M $SPWR SunPower $100M $NXT Nextracker $97M $JKS JinkoSolar $94M $SEDG SolarEdge"  
[X Link](https://x.com/Minnvestor/status/1648885260157870083)  2023-04-20T03:04Z [----] followers, [---] engagements


"1 $TGT Target HQ"  
[X Link](https://x.com/Minnvestor/status/1649577062611443715)  2023-04-22T00:53Z [----] followers, [---] engagements


"2 $USB US Bancorp and [--] $PIPR Piper Sandler"  
[X Link](https://x.com/Minnvestor/status/1649577668457775105)  2023-04-22T00:55Z [----] followers, [---] engagements


"5 $AMP Ameriprise"  
[X Link](https://x.com/Minnvestor/status/1649582749727039490)  2023-04-22T01:15Z [----] followers, [---] engagements


"6 $SNBR Sleep Number"  
[X Link](https://x.com/Minnvestor/status/1649584069997412353)  2023-04-22T01:21Z [----] followers, [---] engagements


"Top computer hardware companies by sales: $102B $DELL Dell $60B $HPQ HP $16B $WDC Western Digital $9.4B $STX Seagate $6.6B $SMCI Super Micro Computer $6.5B $NTAP NetApp $4.8B $LOGI Logitech $4.4B $ANET Arista Networks $2.8B $PSTG Pure Storage $1.4B $CRSR Corsair"  
[X Link](https://x.com/Minnvestor/status/1649660408943243264)  2023-04-22T06:24Z [----] followers, [---] engagements


"@stonkmetal I've been thinking about this all day $AAPL Apple $TXN Texas Instruments $KLAC KLA $WINA Winmark $DGII Digi"  
[X Link](https://x.com/Minnvestor/status/1652843729592385536)  2023-05-01T01:13Z [----] followers, [---] engagements


"Everyone's tweeting about AI but I marvel at simpler technology Michigan's Whirlpool $WHR is nearing my buy price again. 5.5% yield ex-div this Thursday essential product. Could be a solid trade down here if you can afford to hold"  
[X Link](https://x.com/Minnvestor/status/1658610305356771331)  2023-05-16T23:08Z [---] followers, [--] engagements


"@DGretta_Author You're right Dave and low margin biz are typically not my style. But as recent history shows if purchased at the right price $WHR can outperfrom even the best growth stocks including $NVDA $TSLA & $TXRH"  
[X Link](https://x.com/Minnvestor/status/1658635682061996037)  2023-05-17T00:48Z [---] followers, [--] engagements


"@davey_juice @demdj757 @StockSavvyShay @long_equity I admit I don't know much about $INDI or $CDNS. Cadence fundamentals look good but valuation is very rich. What do you think"  
[X Link](https://x.com/Minnvestor/status/1659000296364822528)  2023-05-18T00:57Z [----] followers, [---] engagements


"BREAKING: China bans purchase of Micron $MU products for key infrastructure citing serious network security risks"  
[X Link](https://x.com/Minnvestor/status/1660307024242962434)  2023-05-21T15:30Z [---] followers, [--] engagements


"@PackardSkyler What price do you think is fair for $MU"  
[X Link](https://x.com/Minnvestor/status/1660480026528153603)  2023-05-22T02:57Z [---] followers, [--] engagements


"I just bought a whole bunch of Target $TGT Cornell is the man. Target pulled off "omnichannel" arguably better than anyone. Retail Drive Up Pick Up Same Day Delivery Online Plus. Omni customers spend 4x avg. Well executed turnaround. Culture war shorts could get squeezed"  
[X Link](https://x.com/Minnvestor/status/1661523663147917312)  2023-05-25T00:04Z [---] followers, [--] engagements


"Stocks and ETFs traded on Robinhood's $HOOD [--] Hour Market:"  
[X Link](https://x.com/Minnvestor/status/1661531416075591680)  2023-05-25T00:35Z [---] followers, [--] engagements


"#Semiconductor gains have not been felt by all in the past week Top gainers: +22% $NVDA NVIDIA +12% $WOLF Wolfspeed +11% $MPWR Monolithic +11% $AMD AMD +9% $TSM TSMC Top losers: -11% $ADI Analog Devices -10% $INTC Intel -9% $TSEM Tower Semi -9% $LSCC Lattice -7% $MCHP Microchip"  
[X Link](https://x.com/Minnvestor/status/1661768720895623171)  2023-05-25T16:18Z [---] followers, [--] engagements


"Inventories of select apparel companies: $2.3B $VFC VF Corp $1.5B $SKX Skechers $1.1B $RL Ralph Lauren $533M $DECK Deckers $476M $CROX Crocs $465M $ONON On Holding"  
[X Link](https://x.com/Minnvestor/status/1663681938870136833)  2023-05-30T23:00Z [----] followers, [---] engagements


"Jury selection is set to begin June [--] against Minnesota's 3M as U.S. cities grapple with "forever chemicals" in drinking water $MMM"  
[X Link](https://x.com/Minnvestor/status/1664052087016022017)  2023-05-31T23:31Z [---] followers, [---] engagements


"This is why I won't buy shares of 3M but would consider going long water filtration $PNR $ECL $XYL $PRMW $VLTO"  
[X Link](https://x.com/Minnvestor/status/1664053111747477504)  2023-05-31T23:35Z [---] followers, [---] engagements


"While anyone can hype up Nvidia or Apple it takes extra boldness to call a stock like Whirlpool $WHR a buy. Up a tidy 8% since this tweet: Everyone's tweeting about AI but I marvel at simpler technology Michigan's Whirlpool $WHR is nearing my buy price again. 5.5% yield ex-div this Thursday essential product. Could be a solid trade down here if you can afford to hold Everyone's tweeting about AI but I marvel at simpler technology Michigan's Whirlpool $WHR is nearing my buy price again. 5.5% yield ex-div this Thursday essential product. Could be a solid trade down here if you can afford to hold"  
[X Link](https://x.com/Minnvestor/status/1666438859809325057)  2023-06-07T13:35Z [---] followers, [---] engagements


"HanesBrands signs 10-year agreement with the University of Minnesota giving $HBI exclusive rights to design manufacture and distribute fanwear across retail channels"  
[X Link](https://x.com/Minnvestor/status/1667908322760982531)  2023-06-11T14:55Z [----] followers, [---] engagements


"@davey_juice I picked $AMAT because of Lam's exposure to memory but it honestly couldn't be more of a coin toss"  
[X Link](https://x.com/Minnvestor/status/1667940322553339908)  2023-06-11T17:02Z [----] followers, [--] engagements


"I wouldn't have guessed Noodles and Company $NDLS is a micro cap. Totally saturated in the Upper Midwest Tons of insider buying. At best the Chipotle of noodle dishes. Stock near AT low looks like a bargain at first. But debt load is concerning"  
[X Link](https://x.com/Minnvestor/status/1667968516832591872)  2023-06-11T18:54Z [----] followers, [----] engagements


"I added an Oct $TGT call option to my watchlist yesterday right when it bottom ticked. The contract price is now up +27%"  
[X Link](https://x.com/anyuser/status/1668661088710279170)  2023-06-13T16:46Z [--] followers, [--] engagements


"I took a small short position in $NVDA yesterday. While generative AI is objectively more useful than crypto or metaverse semis are still cyclical. Never forget it"  
[X Link](https://x.com/Minnvestor/status/1670127660758867968)  2023-06-17T17:53Z [---] followers, [--] engagements


"Logitech CEO made the seemingly unlikely transition to head VF Corp $VFC owner of Vans and North Face While not known for apparel Darrell has built his reputation as a turnaround guy If you bought $LOGI when he started in April [----] and held you'd be sitting on a 5-7 bagger"  
[X Link](https://x.com/Minnvestor/status/1672397221512486913)  2023-06-24T00:29Z [---] followers, [---] engagements


"Top #semiconductor stocks by percent upside/downside according to Morningstar: +36.4% $TSM TSMC +23.4% $QCOM Qualcomm +18.2% $AMD AMD +7.5% $ASML ASML +6.1% $INTC Intel +0.2% $TXN Texas Instruments -19.2% $AMAT Applied Materials -22.2% $AVGO Broadcom -28.9% $NVDA NVIDIA"  
[X Link](https://x.com/Minnvestor/status/1672432606288429057)  2023-06-24T02:34Z [---] followers, [---] engagements


"Largest corporate sponsored arenas and stadiums in #Minnesota by capacity: [--]. $USB US Bank Stadium 🏈 [--]. $HBAN Huntington Bank Stadium 🏈 [--]. $TGT Target Field ⚾ [--]. $TGT Target Center 🏀 [--]. $ALIZY Allianz Field ⚽ [--]. $XEL Xcel Energy Center 🏒 [--]. $MMM 3M Arena at Mariucci 🏒"  
[X Link](https://x.com/Minnvestor/status/1672644617760567298)  2023-06-24T16:35Z [---] followers, [---] engagements


"@DGretta_Author Brian Cornell is the man. Led a great turnaround and $TGT pulled off omnichannel better than anyone else during Covid imo Their new approach with sortation centers + stores as hubs will be exciting to watch play out"  
[X Link](https://x.com/Minnvestor/status/1673108819570831360)  2023-06-25T23:23Z [---] followers, [---] engagements


"@brim006 As long as their model of cheap land cheap labor and cheap prices keeps working then you bet. I agree though most $DG stores I've been to are trashed"  
[X Link](https://x.com/Minnvestor/status/1673557754760376320)  2023-06-27T05:10Z [---] followers, [--] engagements


"@brendanschema Sucralose is next and won't be good news for $CELH"  
[X Link](https://x.com/Minnvestor/status/1674597121884823553)  2023-06-30T01:54Z [---] followers, [--] engagements


"In August [----] a severe windstorm or "derecho" slammed Iowa and Illinois. The stocks of Nutrien $NTR and Mosaic $MOS went on to 3x and 4x respectively thereafter 🌽 Coincidence Likely. Though it's notable as another albeit lesser derecho just blew through the Midwest Thursday"  
[X Link](https://x.com/Minnvestor/status/1675135600075194369)  2023-07-01T13:33Z [----] followers, [----] engagements


"Five-star prices for top tech stocks according to Morningstar (Percentages show how much the stock would need to drop) $NVDA [------] (-57%) $AAPL [-----] (-54%) $META [------] (-42%) $AMZN [-----] (-37%) $MSFT [------] (-33%) $GOOGL [-----] (-23%) $TSM [-----] (-4%)"  
[X Link](https://x.com/Minnvestor/status/1675542418257575936)  2023-07-09T04:58Z [---] followers, [---] engagements


"Thinking about a "household names only" portfolio on the next pullback. Focus would be quality profitability and high foot traffic at any physical locations. May include: $AAPL Apple $GOOGL Google $MCD McDonald's $NKE Nike $TGT Target $CMG Chipotle What would you add"  
[X Link](https://x.com/Minnvestor/status/1675679295895748608)  2023-07-03T01:34Z [----] followers, [---] engagements


"Top brands in [----] by loyalty ranking via @BrandKeysNY [--] $AAPL Apple [--] $AMZN Amazon (retail) [--] $DPZ Domino's [--] $DIS Disney+ [--] TikTok [--] $PFE Pfizer [--] $META WhatsApp [--] $NFLX Netflix [--] $GOOGL Google [--] $AMZN Amazon (streaming) [--] $NKE Nike [--] $CMCSA MSNBC [--] $DFS Discover"  
[X Link](https://x.com/Minnvestor/status/1677488521068568576)  2023-07-08T01:27Z [---] followers, [---] engagements


"Evening notes on "household names" Which one do you like best $MCD $NKE $SBUX $CMG $AAPL $MSFT $GOOGL $DIS $V $MA $TGT $UPS $PFE"  
[X Link](https://x.com/Minnvestor/status/1677543844521336833)  2023-07-08T05:03Z [----] followers, [----] engagements


"@ValueEngineer_ @SeekingAlpha Analyst from Morningstar forecasts 6% annual sales growth for $ULTA over the next decade compared to 17% over the past decade citing maturing stores. But they seem the most bearish. Its valuation looks more attractive here vs. its historic average"  
[X Link](https://x.com/Minnvestor/status/1677714918072614914)  2023-07-08T16:23Z [---] followers, [--] engagements


"Fast food stocks by price to free cash flow via @gurufocus [----] $WEN Wendy's [----] $QSR Burger King Popeyes etc [----] $DPZ Domino's [----] $YUM Taco Bell Pizza Hut KFC etc [----] $MCD McDonald's [----] $PZZA Papa John's [----] $CMG Chipotle [----] $WING Wingstop"  
[X Link](https://x.com/Minnvestor/status/1677771285823209473)  2023-07-08T20:07Z [----] followers, [---] engagements


"@Gopher73Gold It's an easy guess in hindsight with the Covid boost. $PFE operating margin was in the 20s for most of the decade before the vax"  
[X Link](https://x.com/Minnvestor/status/1677802755996393473)  2023-07-08T22:12Z [---] followers, [--] engagements


"@stevegomavs @StkPknBartender That's a valid point and one of the reasons I've never owned a drug co. Investors are attracted to $PFE now because of its valuation and of course the dividend yield"  
[X Link](https://x.com/anyuser/status/1678025743933087744)  2023-07-09T12:58Z [--] followers, [--] engagements


"Target Circle Week "the biggest sale of the season" begins today. $TGT Here's a look at Target's inventory since 2020:"  
[X Link](https://x.com/Minnvestor/status/1678252735286632448)  2023-07-12T16:38Z [---] followers, [---] engagements


"States of Attorneys General who signed a letter claiming Target's $TGT Pride collection may have violated child-protection laws: - Indiana - Arkansas - Idaho - Kentucky - Mississippi - Missouri - South Carolina The letter did not cite any specific violations"  
[X Link](https://x.com/Minnvestor/status/1678423589798772738)  2023-07-10T15:19Z [---] followers, [--] engagements


"Valuation of stocks in my watchlist according to Morningstar analysts: Over Valued: $AAPL $NVDA $MCD $AMAT $KLAC $CMG $GNRC $SHLS Fairly Valued: $AMD $TXN $SBUX $LRCX $ROK $ENPH Under Valued: $GOOGL $TSM $PFE $DHR $DIS $NKE $QCOM $TGT $USB $VFC $HBI $SABR"  
[X Link](https://x.com/Minnvestor/status/1678512249407774721)  2023-07-10T21:11Z [----] followers, [----] engagements


"Minneapolis based US Bank $USB upgraded to buy by BofA. Stock is now up 3.7% "We believe investor focus on capital build has distracted attention away from what is among the highest quality franchises in the US banking industry""  
[X Link](https://x.com/Minnvestor/status/1678806639111962624)  2023-07-11T17:17Z [---] followers, [---] engagements


"Financial sector earnings are coming up. Do you own any of these 7/14 $JPM JPMorgan $WFC Wells Fargo $BLK BlackRock $C Citi 7/18 $BAC Bank of America $MS Morgan Stanley $SCHW Schwab $PNC PNC 7/19 $GS Goldman $USB US Bank 7/20 $BX Blackstone $TFC Truist $COF Capital One"  
[X Link](https://x.com/Minnvestor/status/1678851365525766144)  2023-07-11T19:40Z [---] followers, [---] engagements


"@carlquintanilla A cancelled tweet about a cancelled amusement park. Very meta"  
[X Link](https://x.com/Minnvestor/status/1678878091026808839)  2023-07-11T21:26Z [---] followers, [---] engagements


"Number of times "AI" or "Artificial Intelligence" is mentioned in the most recent 10-Q forms of top #semiconductor companies: [--] $NVDA NVIDIA [--] $AMD AMD [--] $INTC Intel [--] $QCOM Qualcomm [--] $AVGO Broadcom [--] $TXN Texas Instruments [--] $AMAT Applied Materials [--] $ADI Analog Devices"  
[X Link](https://x.com/Minnvestor/status/1678897276826140672)  2023-07-11T22:53Z [---] followers, [---] engagements


"3 month performance of top $MEME stocks: +256.1% $UPST Upstart +176.2% $NKLA Nikola +102.3% $PLTR Palantir +87.9% $RKLB Rocket Lab +59.5% $SOFI SoFi +55.7% $AFRM Affirm Unch $PTON Peloton -3.1% $LCID Lucid -10.5% $PENN PENN Entertainment"  
[X Link](https://x.com/Minnvestor/status/1682508260337647617)  2023-07-22T17:39Z [---] followers, [----] engagements


"Dutch chipmaker NXP $NXPI beat estimates and reversed their downward trend in sales and earnings Guidance for Q3 suggests further growth nearing their highs seen in Q3 of last year"  
[X Link](https://x.com/Minnvestor/status/1683872913139679233)  2023-07-25T16:12Z [----] followers, [---] engagements


"NXP $NXPI sales growth by end market vs. Q2 2022: +15% Communication Infra and Other +9% Automotive -19% Industrial and IoT -27% Mobile"  
[X Link](https://x.com/Minnvestor/status/1683906531811524624)  2023-07-25T18:26Z [---] followers, [--] engagements


"US cell phone companies by market share in Q1 [----] via @StatistaCharts 45.9% $T AT&T 29.5% $VZ Verizon 23.7% $TMUS T-Mobile 1.0% $USM US Cellular"  
[X Link](https://x.com/Minnvestor/status/1683953786438443009)  2023-07-25T21:34Z [---] followers, [--] engagements


"@Kakashi_Capital I like the value proposition of $VFC (upside vs downside). There were lines out the door of the North Face store at Mall of America last December. And the new CEO built a reputation as a turnaround guy. Though I personally like their lesser brands Smartwool and Icebreaker most"  
[X Link](https://x.com/Minnvestor/status/1683992791301361667)  2023-07-26T00:09Z [---] followers, [--] engagements


"Lam Research $LRCX reports its second q/q sales decline in a row but it was less bad than analysts expected Guidance for next quarter shows higher revenue but the lowest earnings in three years"  
[X Link](https://x.com/Minnvestor/status/1684325403824119809)  2023-07-26T22:10Z [---] followers, [--] engagements


"India is the second largest market for elevators and escalators in the world according to $OTIS CEO Judy Marks"  
[X Link](https://x.com/Minnvestor/status/1685040971682095105)  2023-07-28T21:34Z [---] followers, [---] engagements


"KLA $KLAC provider of semiconductor process control solutions reported a slight decline in quarterly sales and earnings on a q/q and y/y basis. But overall the year was stronger than FY22 Guidance for next quarter suggests it will look very similar to the last one"  
[X Link](https://x.com/Minnvestor/status/1685724267520860160)  2023-07-30T18:49Z [----] followers, [---] engagements


"Ford $F announced F-150 Lightning orders have increased by 600% after cutting prices last month and they're on track to triple production capacity this year Likely boost for automotive chipmakers $NXPI $ON $STM $IFNNY"  
[X Link](https://x.com/Minnvestor/status/1686393044256567297)  2023-08-01T15:06Z [---] followers, [---] engagements


"Monolithic Power Systems $MPWR reports its third q/q decrease in sales and earnings in a row But guidance for Q3 suggests strong revenue growth ahead higher than all three previous quarters"  
[X Link](https://x.com/Minnvestor/status/1686445038279008256)  2023-08-01T18:33Z [---] followers, [---] engagements


"Which homeowner power generation stock is the best investment $ENPH $GNRC $F"  
[X Link](https://x.com/Minnvestor/status/1687834572631707648)  2023-08-05T14:34Z [---] followers, [---] engagements


"Insiders are buying shares of travel agent software Sabre $SABR up +44% since reporting last week"  
[X Link](https://x.com/Minnvestor/status/1689478516172095489)  2023-08-10T03:27Z [---] followers, [---] engagements


"Target shoppers can soon get Starbucks brought out to their car using the store's Drive Up service $TGT $SBUX"  
[X Link](https://x.com/Minnvestor/status/1689628560263143424)  2023-08-10T13:23Z [----] followers, [---] engagements


"@Stock_Inf0 It's super annoying. The monied households and PPP grifters that caused high inflation are still sitting pretty while young families get punished"  
[X Link](https://x.com/Minnvestor/status/1690017035067998211)  2023-08-11T15:07Z [---] followers, [--] engagements


"Enphase Energy $ENPH had a great run before the Fed hiked rates. Revenue guidance for Q3 is down sharply but still well above [----] levels"  
[X Link](https://x.com/Minnvestor/status/1690059123511959552)  2023-08-11T17:54Z [----] followers, [---] engagements


"@DGretta_Author Automotive chip makers like $ON are poised to do well in the medium term. Downside should be limited You're right in your previous post that mobile chips i.e. $QCOM are in a much tougher spot. People don't need to upgrade their phones as often these days"  
[X Link](https://x.com/Minnvestor/status/1690107391646244864)  2023-08-11T21:06Z [---] followers, [--] engagements


"@brendanschema 3M just settled the lawsuit over "forever chemicals" last month for $10.3 billion which will be paid over [--] years. My bar napkin math shows this is upward of 20% of their free cash flow. So yes I would expect them cut the dividend"  
[X Link](https://x.com/Minnvestor/status/1690449339951300608)  2023-08-12T19:45Z [---] followers, [---] engagements


"Top brands of [----] according to @Comparably [--]. $PTON Peloton [--]. $NFLX Netflix [--]. $COST Costco [--]. Chick-fil-A [--]. $AMZN Amazon [--]. $AAPL Apple [--]. $NKE Nike [--]. $TGT Target [--]. $GOOGL Google [--]. $SPOT Spotify"  
[X Link](https://x.com/Minnvestor/status/1691220204414513152)  2023-08-14T22:48Z [---] followers, [---] engagements


"First Solar $FSLR sales are so volatile I had to double check the numbers Strong guidance for the rest of [----] supports the stock's +70% jump over the past year"  
[X Link](https://x.com/Minnvestor/status/1691473394670211073)  2023-08-15T15:34Z [----] followers, [---] engagements


"Quarterly sales of top #AI semiconductor stocks: $12.9B $INTC Intel $8.7B $AVGO Broadcom $8.5B $QCOM Qualcomm $7.2B $NVDA NVIDIA $5.4B $AMD AMD"  
[X Link](https://x.com/Minnvestor/status/1691519347120857088)  2023-08-15T18:36Z [----] followers, [----] engagements


"Target $TGT saw a -4.9% change in sales y/y and expects lower holiday sales vs. the previous two years They leaned on brand strength in today's call citing an increase in foot traffic and Circle members"  
[X Link](https://x.com/Minnvestor/status/1691971868742312219)  2023-08-17T00:35Z [---] followers, [--] engagements


"@EricJhonsa Agree on $QCOM and $ENPH if looking 3-5 years out"  
[X Link](https://x.com/Minnvestor/status/1692261890653557085)  2023-08-17T19:47Z [---] followers, [---] engagements


"Insider buying of Magnachip $MX has my attention The South Korean chipmaker was formerly part of LG then Hyundai then SK Hynix. In [----] the US blocked a $1.4B acquisition by a Chinese PE firm and in [----] it looked like LX Group (also an LG spin-off) would acquire them"  
[X Link](https://x.com/Minnvestor/status/1693669500753768942)  2023-08-21T17:00Z [---] followers, [---] engagements


". Magnachip $MX has seen declining sales for years but q/q sales have leveled off. High exposure to mobile sales (see also $QCOM). Display is down -65.9% y/y. Now aiming at low-mid tier Asian phone market. Recent wins with [--] Euro automakers. No debt $173M cash buybacks"  
[X Link](https://x.com/Minnvestor/status/1693669502498578460)  2023-08-21T17:00Z [---] followers, [---] engagements


"@bioguru1986 Your 2nd point is important. A downturn in China would have serious impacts worldwide especially for things like smartphone display chips"  
[X Link](https://x.com/Minnvestor/status/1694168568135405648)  2023-08-23T02:03Z [---] followers, [--] engagements


"Top chipmakers by return on equity (ttm) 61.0% $AVGO Broadcom 50.8% $TXN Texas Instruments 44.6% $QCOM Qualcomm 40.6% $LSCC Lattice 37.2% $MCHP Microchip 36.2% $NXPI NXP 35.2% $NVEC NVE 34.9% $MTSI MACOM 33.8% $STM STMicro 32.3% $TSM Taiwan Semiconductor 30.9% $ON Onsemi"  
[X Link](https://x.com/Minnvestor/status/1694193630880190849)  2023-08-23T03:43Z [----] followers, [---] engagements


"I have yet to see an insider trading chart as strong as Hannon Armstrong $HASI The renewable energy REIT now trades near book value stock price near pandemic low. Last week BofA upgraded it to buy while Citi initiated neutral rating. Dividend yield now 7.6%"  
[X Link](https://x.com/Minnvestor/status/1694763725494837437)  2023-08-24T17:28Z [----] followers, [---] engagements


"A tale of two chipmakers today: NVIDIA $NVDA upgraded to buy by Stifel Analog Devices $ADI downgraded to neutral by Piper Sandler"  
[X Link](https://x.com/Minnvestor/status/1694777866511159600)  2023-08-24T18:25Z [---] followers, [---] engagements


"Mega cap companies with the highest profit margins: 51.9% $V Visa 43.4% $MA Mastercard 43.3% $TSM Taiwan Semiconductor 39.1% $AVGO Broadcom 35.4% $JPM JPMorgan 34.1% $MSFT Microsoft 33.4% $NVO Novo Nordisk 33.1% $MCD McDonald's 31.6% $NVDA NVIDIA 30.9% $BAC Bank of America"  
[X Link](https://x.com/Minnvestor/status/1694846648483000380)  2023-08-24T22:58Z [---] followers, [---] engagements


"Six companies make up more than 80% of global #semiconductor advanced packaging capacity currently a bottleneck in AI chip production: TSMC $TSM Intel $INTC ASE $ASX Amkor $AMKR Samsung JCET Group"  
[X Link](https://x.com/Minnvestor/status/1695071426649223285)  2023-08-25T13:51Z [---] followers, [---] engagements


"I bought [---] shares of ASE Holdings this morning $ASX The stock is up 9% today on a tip that NVIDIA may be partnering with ASE for advanced chip packaging to speed up deliveries. ASE is considered to be the main beneficiary of NVIDIA's high order growth besides TSMC $NVDA $TSM"  
[X Link](https://x.com/Minnvestor/status/1695146404451098958)  2023-08-25T18:49Z [----] followers, [---] engagements


"@brendanschema I used to use a Hy-Vee fuel saver card at Casey's $CASY but now I don't live near either"  
[X Link](https://x.com/Minnvestor/status/1695583844676653347)  2023-08-26T23:47Z [---] followers, [--] engagements


"$SWKS $SYNA 👀"  
[X Link](https://x.com/Minnvestor/status/1695631679816155333)  2023-08-27T02:57Z [----] followers, [---] engagements


"The origin of Walmart might surprise you $WMT Today Walmart is the world's largest company by revenue Founder Sam Walton got the idea in [----] after visiting Rhode Island based Ann & Hope (pictured below) Ann & Hope was founded by Martin Chase in [----] Chase was a first generation immigrant born in Kiev"  
[X Link](https://x.com/Minnvestor/status/1695912781730451965)  2023-08-27T21:34Z [---] followers, [--] engagements


"Picking up groceries tonight You might want to shop around I compared prices of identical products at two of Minnesota's top grocery chains. The results were surprising 👇"  
[X Link](https://x.com/Minnvestor/status/1696253470741864578)  2023-08-28T20:08Z [---] followers, [----] engagements


"Comparing identical or near-identical products and ignoring sale prices the exact same trip costs: $254.46 at Cub $UNFI $205.86 at Target $TGT It wasn't even close Cub is 24% more expensive. The only thing cheaper at Cub is salmon. Everything else is a better deal at Target"  
[X Link](https://x.com/Minnvestor/status/1696253473493315840)  2023-08-28T20:08Z [---] followers, [---] engagements


"@Jason_Buck That gives me an idea 🤔"  
[X Link](https://x.com/Minnvestor/status/1696258678523843068)  2023-08-28T20:29Z [---] followers, [--] engagements


"Today Tesla $TSLA activated its Dojo supercomputer which employs [-----] $NVDA H100 GPUs Tesla is planning to spend over $2 billion on AI training in [----] and another $2 billion on full self-driving training in [----] via @tomshardware"  
[X Link](https://x.com/Minnvestor/status/1696354858515972530)  2023-08-29T02:51Z [---] followers, [--] engagements


"Advanced 2.5D packaging is typically done by leading edge foundries (TSMC Samsung and Intel) that manufacture the complete silicon wafer $TSM $INTC Whereas ASE and Amkor must source silicon bridges and interposers from a foundry like UMC $ASX $AMKR $UMC via @dylan522p"  
[X Link](https://x.com/Minnvestor/status/1696505770370576618)  2023-08-29T12:51Z [---] followers, [--] engagements


"Trefis was spot on. Best Buy $BBY beats expectations and the stock is up +5% Shares of discretionary retailer Target $TGT are also up on the news. Both are Minnesota companies Minnesota based Best Buy reports Tuesday.@Trefisexpects a slight earnings beat will give the stock a boost. @Placer_ai says foot traffic at Best Buy has improved in the past couple months Best Buy expects slower sales to continue thru [----] but record high sales in [----] $BBY Minnesota based Best Buy reports Tuesday.@Trefisexpects a slight earnings beat will give the stock a boost. @Placer_ai says foot traffic at Best Buy"  
[X Link](https://x.com/Minnvestor/status/1696522841829839256)  2023-08-29T13:59Z [----] followers, [---] engagements


"Did you hear about Elon's Mojo Dojo supercomputer"  
[X Link](https://x.com/Minnvestor/status/1696604956948623838)  2023-08-29T19:25Z [---] followers, [--] engagements


"Forward dividend yields of Taiwan's #semiconductor companies: 8.5% $UMC UMC 7.9% $HIMX Himax 7.0% $ASX ASE 6.5% $IMOS ChipMOS 2.0% $TSM TSMC"  
[X Link](https://x.com/Minnvestor/status/1696726238000296251)  2023-08-30T03:27Z [----] followers, [---] engagements


"@Kakashi_Capital I'd like to see stronger growth from $AMD before jumping in. $NVDA's sales more than doubled over the last two quarters while AMD's were flat and guidance was relatively weak up only 6% q/q"  
[X Link](https://x.com/Minnvestor/status/1696949948275687863)  2023-08-30T18:16Z [---] followers, [---] engagements


"$NVDA stock price has soared but how are the fundamentals Last quarter's sales doubled compared to one year ago while earnings increased a whopping 9.4x"  
[X Link](https://x.com/Minnvestor/status/1697018653152002461)  2023-08-30T22:49Z [---] followers, [---] engagements


"Next quarter sequential sales guidance from top #semiconductor companies: +18.5% $NVDA NVIDIA +9.1% $TSM Taiwan Semiconductor +6.4% $AMD AMD +4.4% $AVGO Broadcom +3.5% $INTC Intel +0.6% $QCOM Qualcomm +0.4% $TXN Texas Instruments"  
[X Link](https://x.com/Minnvestor/status/1697366701854044488)  2023-08-31T21:52Z [----] followers, [---] engagements


"I had a surprise visit from Xcel Energy this morning. Installer swapped out my electricity meter with a smart meter and now the stock of Itron has my attention $XEL $ITRI"  
[X Link](https://x.com/Minnvestor/status/1697620295387881764)  2023-09-01T14:39Z [---] followers, [---] engagements


"@NikkeiAsia @actualsubhash Next quarter sales growth outlook: #1 NVIDIA +18.5% #2 TSMC +9.1% #3 AMD +6.4% #4 Intel +3.5%"  
[X Link](https://x.com/Minnvestor/status/1697975611531079692)  2023-09-02T14:11Z [---] followers, [--] engagements


"$TJX is crushing back to school shopping trends while traditional retailers miss out $M $JWN"  
[X Link](https://x.com/Minnvestor/status/1699186513144172699)  2023-09-05T22:23Z [---] followers, [---] engagements


"@Beth_Kindig It's surprising to see steady eddie $ADI among all these high flyers"  
[X Link](https://x.com/Minnvestor/status/1699956600235061441)  2023-09-08T01:23Z [---] followers, [----] engagements


"Insider buys of #semiconductor companies in the past three months by trade value: $9.6M $AVGO Broadcom $250K $INTC Intel $235K $WOLF Wolfspeed $193K $ALGM Allegro MicroSystems $175K $MX Magnachip $44K $NXPI NXP"  
[X Link](https://x.com/Minnvestor/status/1701773890429563221)  2023-09-13T01:44Z [----] followers, [---] engagements


"@Kakashi_Capital I don't understand $GFS's short interest but they have done well on their path to profitability"  
[X Link](https://x.com/Minnvestor/status/1701781043391406288)  2023-09-13T02:13Z [---] followers, [---] engagements


"@DividendBreeder $USB needs to raise capital as it transitions from a Category III to a Category II bank. No major dividend increases or buybacks for a while"  
[X Link](https://x.com/Minnvestor/status/1702877995365478634)  2023-09-16T02:52Z [---] followers, [--] engagements


"Minnesota's Xcel Energy wins approval to buy more land for a $406 million solar energy plant $XEL $TAN"  
[X Link](https://x.com/Minnvestor/status/1705404158897963500)  2023-09-23T02:10Z [---] followers, [---] engagements


"I conducted a rudimentary analysis of company strength by weighing ST debt LT debt and profit margins I'm considering all for my IRA. Household names chip makers and Midwest favorites. Valuation isn't a factor I can dip buy later Rising to the top: $TXN Texas Instruments $MPWR Monolithic Power Systems $MSFT Microsoft $V Visa $PFE Pfizer $GOOGL Alphabet Bottom of the list: Target $TGT. Of course this list includes different industries but the words of Munger echo here: "They're a goddamn retailer""  
[X Link](https://x.com/Minnvestor/status/1705713987696906569)  2023-09-23T22:41Z [----] followers, [---] engagements


"@Barchart P/E history for $MCD reveals it's still more expensive than its historic average despite the recent dip"  
[X Link](https://x.com/Minnvestor/status/1706495092582678868)  2023-09-26T02:25Z [---] followers, [---] engagements


"The stock of Minnesota based Medtronic $MDT is flirting with its 5Y low despite last month's beat and raise Medtronic quarterly revenue by segment: $2.9B Cardiovascular $2.2B Neuroscience $2.0B Medical Surgical $0.6B Diabetes"  
[X Link](https://x.com/Minnvestor/status/1707475309916774501)  2023-09-28T19:20Z [---] followers, [---] engagements


"My workplace is switching our phone provider from RingCentral to $MSFT Teams next week The stock $RNG has been a 1/10 bagger since I started this job (that is -90%)"  
[X Link](https://x.com/Minnvestor/status/1707879631863328833)  2023-09-29T22:06Z [---] followers, [---] engagements


"Target's shrinkage problem is more than stolen inventory How much will sales decline due to friction caused by these security cases "Miss can you fetch me this pack of briefs" Toothpaste deodorant baby formula also locked up $TGT $PG $HBI"  
[X Link](https://x.com/Minnvestor/status/1708277892709277894)  2023-10-01T00:29Z [----] followers, [----] engagements


"@magicsilicon @dylan522p Why does using last quarter's sales make little sense (not asking in an accusatory way just curious what your thinking is)"  
[X Link](https://x.com/Minnvestor/status/1708701368796528995)  2023-10-02T04:32Z [---] followers, [---] engagements


"Today Michigan based Kellogg's splits into two companies: WK Kellogg Co $KLG focused on cereal and Kellanova $K focused on everything else"  
[X Link](https://x.com/Minnvestor/status/1708857378806886820)  2023-10-02T14:52Z [----] followers, [---] engagements


"@DisruptorStocks @davevermilion I for one see these prices as an opportunity $ENPH"  
[X Link](https://x.com/Minnvestor/status/1708930544354955290)  2023-10-02T19:42Z [---] followers, [---] engagements


""Maybe I'll dip buy $ENPH today. Just gonna take this call first" After the call:"  
[X Link](https://x.com/Minnvestor/status/1709608229678825929)  2023-10-04T16:35Z [---] followers, [---] engagements


"Top #semiconductor companies by EV/EBITDA: [---] $TSM Taiwan Semiconductor [----] $QCOM Qualcomm [----] $ADI Analog Devices [----] $AMAT Applied Materials [----] $TXN Texas Instruments [----] $KLAC KLA [----] $LRCX Lam Research [----] $AVGO Broadcom [----] $INTC Intel [----] $ASML ASML [----] $MU Micron [----] $AMD AMD [----] $CDNS Cadence Design Systems [----] $NVDA NVIDIA"  
[X Link](https://x.com/Minnvestor/status/1709784940815044623)  2023-10-05T04:17Z [----] followers, [---] engagements

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