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

Midwestern Investor posts on X about $6857t, $3661tw, $avgo, ai the most. They currently have XXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.

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

- X Week XXXXX +129%
- X Month XXXXXX +134%
- X Months XXXXXXX -XX%
- X Year XXXXXXX +9.40%

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

- X Week XX +26%
- X Month XX -XX%
- X Months XXX -XXXX%
- X Year XXX -XXXX%

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

- X Week XXXXX +0.90%
- X Month XXXXX +2%
- X Months XXXXX +14%
- X Year XXXXX +19%

### CreatorRank: XXXXXXXXX [#](/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)  XXXXX% [stocks](/list/stocks)  XXXXX% [technology brands](/list/technology-brands)  XX% [countries](/list/countries)  XXXX% [musicians](/list/musicians)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX%

**Social topic influence**
[$6857t](/topic/$6857t) 12.5%, [$3661tw](/topic/$3661tw) #6, [$avgo](/topic/$avgo) #228, [ai](/topic/ai) 12.5%, [avgo](/topic/avgo) #149, [$tsm](/topic/$tsm) #107, [$himx](/topic/$himx) #1, [$alab](/topic/$alab) 9.38%, [$6920t](/topic/$6920t) #9, [$asx](/topic/$asx) #5

**Top accounts mentioned or mentioned by**
[@paurooteri](/creator/undefined) [@buccocapital](/creator/undefined) [@stocksavvyshay](/creator/undefined) [@jukan05](/creator/undefined) [@scavengercap](/creator/undefined) [@firstadopter](/creator/undefined) [@dnystedt](/creator/undefined) [@beuvingjordy](/creator/undefined) [@daveyjuice](/creator/undefined) [@mattmpls33](/creator/undefined) [@itsreallyr27](/creator/undefined)

**Top assets mentioned**
[Broadcom, Inc. (AVGO)](/topic/$avgo) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Astera Labs, Inc. Common Stock (ALAB)](/topic/$alab) [ASE Technology Holding Co., Ltd. (ASX)](/topic/$asx) [Fabrinet (FN)](/topic/$fn) [Marvell Technology Inc (MRVL)](/topic/$mrvl) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Aditus (ADI)](/topic/$adi) [NXP Semiconductors NV (NXPI)](/topic/$nxpi) [Axcelis Technologies Inc (ACLS)](/topic/$acls) [SolarEdge Technologies, Inc. (SEDG)](/topic/$sedg) [Navitas Semiconductor Corporation Common Stock (NVTS)](/topic/$nvts) [Plug Power, Inc. (PLUG)](/topic/$plug) [Monolithic Power Systems, Inc. (MPWR)](/topic/$mpwr) [Enphase Energy Inc (ENPH)](/topic/$enph) [Arista Networks Inc (ANET)](/topic/$anet) [MercadoLibre Inc (MELI)](/topic/$meli) [Celsius Holdings, Inc. Common Stock (CELH)](/topic/$celh) [On Holding AG (ONON)](/topic/$onon) [Applovin Corporation (APP)](/topic/applovin) [Thermo Fisher Scientific Inc. (TMO)](/topic/$tmo) [PepsiCo, Inc. (PEP)](/topic/$pep) [McDonald's Corp (MCD)](/topic/$mcd) [Arcblock (ABT)](/topic/$abt) [Union Pacific Corporation (UNP)](/topic/union-pacific) [BlackRock Inc (BLK)](/topic/blackrock) [DisChain (DIS)](/topic/$dis) [BlackCoin (BLK)](/topic/$blk) [Pfizer, Inc. (PFE)](/topic/$pfe) [UNIPOLY (UNP)](/topic/$unp) [Lowes Companies Inc (LOW)](/topic/$low) [Adobe, Inc. (ADBE)](/topic/$adbe) [Teladoc Health, Inc. (TDOC)](/topic/$tdoc) [Moderna Inc (MRNA)](/topic/$mrna) [InMode Ltd. Ordinary Shares (INMD)](/topic/$inmd) [UnitedHealth Group (UNH)](/topic/$unh)
### Top Social Posts
Top posts by engagements in the last XX hours

"Sold Lasertec for an XX% gain $LSRCY Like Advantest this was a mean-reversion play and I don't want to be greedy. Unsponsored pink sheets make me nervous too and Lasertec hasn't been absolved of last year's short report allegations. May plow proceeds into AVC or King Yuan"  
[X Link](https://x.com/Minnvestor/status/1996690199116488834)  2025-12-04T21:16Z 1568 followers, XXX engagements


"@StockSavvyShay $AMZN partner Alchip has been on a tear this quarter. Question is how much of the AWS pie they'll keep vs. Marvell. Lower margin company because they compete on quality AND cost. Worth adding to your watchlist if you have IBKR ($3661.TW)"  
[X Link](https://x.com/Minnvestor/status/1957428112750260429)  2025-08-18T13:03Z 1568 followers, XXX engagements


"Taiwan Semiconductor can't handle all the incoming orders for advanced chip packaging so they're outsourcing work to ASE and SPIL (both part of ASE Technology Holding) via @paurooteri Long $ASX"  
[X Link](https://x.com/Minnvestor/status/1997787607179374681)  2025-12-07T21:57Z 1568 followers, XXX engagements


"@jukan05 $AVGO is truly one of a kind. Usually I like sales growth over margin expansion but somehow Broadcom keeps making this work and really well too"  
[X Link](https://x.com/Minnvestor/status/1997816598535733730)  2025-12-07T23:52Z 1568 followers, 4993 engagements


"Watching: $TSM TSMC $ASX ASE $3661.TW Alchip $3529.TWO eMemory $5274.TWO Aspeed $HIMX Himax"  
[X Link](https://x.com/Minnvestor/status/1938768029854445741)  2025-06-28T01:14Z 1567 followers, XXX engagements


"Wiwynn XXX% YoY sales growth 🤯 $6669.TW"  
[X Link](https://x.com/Minnvestor/status/1986945562781098276)  2025-11-07T23:55Z 1568 followers, XXX engagements


"$HIMX was today's best-performing chip stock Was there news on their CPO partnership with TSMC Maybe Tomahawk X A big WiseEye order Optics/packaging or AR/VR excitement Automotive rebound Or just a technicians' plaything I'll post if I find out more. $TSM $AVGO $ADI $NXPI"  
[X Link](https://x.com/Minnvestor/status/1997171220035293675)  2025-12-06T05:08Z 1568 followers, XXX engagements


"@ScavengerCap I hope you're right about visibility. The Alchip/Ayer news was a pleasant surprise (I bought more Alchip last week). Monday's market reaction should reveal if the COUPE news has legs for both Alchip and Himax $ALAB is tradable but the valuation makes me too nervous to hold lol"  
[X Link](https://x.com/Minnvestor/status/1997326796421820586)  2025-12-06T15:26Z 1567 followers, XXX engagements


"@buccocapital OpenAI needs to make an Android app with text that's selectable and links that are clickable i.e. good UX so people want to use it. Not leagues of STEM grads focusing even harder on STEM stuff"  
[X Link](https://x.com/Minnvestor/status/1997820042143318294)  2025-12-08T00:06Z 1568 followers, 1346 engagements


"Power semiconductor and EV charging adjacent stocks are having a moment. June performance so far: +63% $NVTS Navitas +51% $PLUG Plug Power +29% $AEHR Aehr Test Systems +29% $ACLS Axcelis +22% $INDI Indie +16% $SEDG SolarEdge +10% $MPWR Monolithic Power +10% $ENPH Enphase"  
[X Link](https://x.com/Minnvestor/status/1932482771584430363)  2025-06-10T16:59Z 1564 followers, 1775 engagements


"Potential AI beneficiaries based in France: $SU.PA Schneider - power & cooling $LR.PA Legrand - data center hardware $OVH.PA OVHcloud - cloud infra $CAP.PA Capgemini - AI consulting $DSY.PA Dassault - digital twins"  
[X Link](https://x.com/Minnvestor/status/1933378516902416600)  2025-06-13T04:18Z 1564 followers, XXX engagements


"Bull case for Wiwynn:"  
[X Link](https://x.com/Minnvestor/status/1986947426754670769)  2025-11-08T00:02Z 1564 followers, XXX engagements


"$ATEYY Sold Advantest today. My position did what I was hoping it would do in much less time than I expected. Up XX% in X months It felt greedy to expect an equipment maker approaching $100B with fwd p/e XX to continue outperforming. I'll buy again if we get a downturn"  
[X Link](https://x.com/Minnvestor/status/1988010045540319358)  2025-11-10T22:25Z 1564 followers, XXX engagements


"Trimmed half my Fabrinet $FN position today. Still bullish long term like Advantest but some of the winners in this space seem to have stalled $ANET $ALAB and I don't like seeing this:"  
[X Link](https://x.com/Minnvestor/status/1988354165827903659)  2025-11-11T21:12Z 1564 followers, XXX engagements


"Portfolio updates November 2025: Mostly minor changes: Added to $MELI $CELH $HIMX Sold $FN $ATEYY $ONON I'm gradually trimming AI hardware stocks with high downside risk and it's worked out so far. Sold Advantest for XXX now it's XXX. Sold Astera Labs for XXXXX now XXX. But these were fringe holdings. I'm still wildly exposed to AI overall. Added to MercadoLibre as a LT GARP holding. This is my most aggressive add this year. Love the consistent growth and diversification (non-AI non-US). I feel pretty strongly that a new position shouldn't start at XX% allocation so I don't plan to buy more"  
[X Link](https://x.com/Minnvestor/status/1992368373674787241)  2025-11-22T23:03Z 1564 followers, 1289 engagements


"Its mind-boggling how the stock I gave the least amount of thought to has performed the best since my latest refresh $AVGO"  
[X Link](https://x.com/Minnvestor/status/1994105017763021066)  2025-11-27T18:04Z 1564 followers, 2117 engagements


"$APP AppLovin at $XXX billion is now larger than: $220B $MCD McDonald's $217B $ABT Abbott $215B $TMO Thermo Fisher $201B $PEP Pepsi $194B $C Citi $188B $DIS Disney $176B $BLK Blackrock $146B $PFE Pfizer $141B $UNP Union Pacific $138B $LOW Lowe's $138B $ADBE Adobe"  
[X Link](https://x.com/Minnvestor/status/1996653978546041263)  2025-12-04T18:52Z 1564 followers, XXX engagements


"@paurooteri I guess they found the guy $TOELY"  
[X Link](https://x.com/Minnvestor/status/1996708860350943702)  2025-12-04T22:31Z 1564 followers, XXX engagements


"The good news: Alchip to LEAD Trainium4 backend design for Amazon The bad news: Alchip to lead Trainium4 backend design for AMAZON Still net bullish though. Amazing for a $10B ASIC house to take and keep a client from $MRVL"  
[X Link](https://x.com/Minnvestor/status/1996815036048986289)  2025-12-05T05:32Z 1568 followers, XXX engagements


"I've been thinking about Lasertec (6920.T) the only maker of actinic EUV-mask inspection tools. Big upside depends on Intel & Samsung rolling out High NA over the next 5Y as TSMC holds off. Otherwise it's a higher beta $ASML which I already own. I'll wait for the cue from $TSM"  
[X Link](https://x.com/Minnvestor/status/1942303685515616633)  2025-07-07T19:24Z 1568 followers, XXX engagements


"$BESI.AS CEO: Market share isn't the goal. You want to lead where you get the most value But the costs of hybrid bonding are 4-6x higher vs. soldiering. You need a much higher quality clean rooma large cost. So these steps in technology keep taking longer via @BeuvingJordy"  
[X Link](https://x.com/Minnvestor/status/1983518693326774560)  2025-10-29T12:58Z 1568 followers, XXX engagements


"@davey_juice Fully agree unless you work in healthcare and can Peter Lynch something before others catch on. I keep an open mind but haven't found a single health co I'd feel comfortable holding People like them for the narrative but that often ends in disaster e.g. $TDOC $MRNA $INMD $UNH"  
[X Link](https://x.com/Minnvestor/status/1997716513617268986)  2025-12-07T17:15Z 1568 followers, XXX engagements


"AI custom silicon designers by company-wide TTM operating margin: XXXX% Broadcom $AVGO XXXX% MediaTek $2454.TW XXXX% Alchip $3661.TW XXXX% Marvell $MRVL XXXX% Global Unichip $3443.TW XXX% Socionext $6526.T XXX% Faraday $3035.TW -XXXX% VeriSilicon $688521.SS"  
[X Link](https://x.com/Minnvestor/status/1998201670694769007)  2025-12-09T01:22Z 1568 followers, XXX engagements