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# ![@OmerCheeema Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1792949122640551937.png) @OmerCheeema Omer Cheema

Omer Cheema posts on X about $intc, $qcom, chips, decent the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXXXX engagements in the last XX hours.

### Engagements: XXXXXXX [#](/creator/twitter::1792949122640551937/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1792949122640551937/c:line/m:interactions.svg)

- X Week XXXXXXX -XX%
- X Month XXXXXXXXX +776%
- X Months XXXXXXXXX +14,044%
- X Year XXXXXXXXX +1,355,351%

### Mentions: XX [#](/creator/twitter::1792949122640551937/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1792949122640551937/c:line/m:posts_active.svg)

- X Week XX -XX%
- X Month XX +21%
- X Months XXX +253%
- X Year XXX +2,522%

### Followers: XXXXX [#](/creator/twitter::1792949122640551937/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1792949122640551937/c:line/m:followers.svg)

- X Week XXXXX +5.20%
- X Month XXXXX +43%
- X Months XXXXX +137%
- X Year XXXXX +33%

### CreatorRank: XXXXXX [#](/creator/twitter::1792949122640551937/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1792949122640551937/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1792949122640551937/influence)
---

**Social category influence**
[stocks](/list/stocks)  #1000 [technology brands](/list/technology-brands)  XXXX% [finance](/list/finance)  XXXX% [countries](/list/countries)  XXXX% [currencies](/list/currencies)  XXXX%

**Social topic influence**
[$intc](/topic/$intc) #3, [$qcom](/topic/$qcom) 1.65%, [chips](/topic/chips) 0.83%, [decent](/topic/decent) 0.83%, [samsung](/topic/samsung) 0.83%, [hq](/topic/hq) 0.83%, [dram](/topic/dram) 0.83%, [has been](/topic/has-been) 0.83%, [$txn](/topic/$txn) 0.83%, [acquisition](/topic/acquisition) XXXX%

**Top accounts mentioned or mentioned by**
[@jukanlosreve](/creator/undefined) [@mojo_flyin](/creator/undefined) [@paurooteri](/creator/undefined) [@grok](/creator/undefined) [@grahamsont](/creator/undefined) [@exoticspice101](/creator/undefined) [@danielnewmanuv](/creator/undefined) [@7alken2](/creator/undefined) [@jrindusa](/creator/undefined) [@hpcc64](/creator/undefined) [@mickeyknowledgy](/creator/undefined) [@racetrack275](/creator/undefined) [@rwang07](/creator/undefined) [@chrissyboi69](/creator/undefined) [@aqlp0](/creator/undefined) [@qualcomm](/creator/undefined) [@openai](/creator/undefined) [@snapdragon](/creator/undefined) [@divramai](/creator/undefined) [@lithosgraphein](/creator/undefined)

**Top assets mentioned**
[Intel Corporation (INTC)](/topic/$intc) [QUALCOMM, Inc. (QCOM)](/topic/$qcom) [Texas Instruments (TXN)](/topic/$txn) [NXP Semiconductors NV (NXPI)](/topic/$nxpi) [Streamity (STM)](/topic/$stm) [Microsoft Corp. (MSFT)](/topic/$msft) [Morgan Stanley (MS)](/topic/morgan-stanley) [Taiwan Semiconductor (TSM)](/topic/$tsm) [NVIDIA Corp. (NVDA)](/topic/$nvda)
### Top Social Posts [#](/creator/twitter::1792949122640551937/posts)
---
Top posts by engagements in the last XX hours

"Hygon is China's AMD. AMD actually was a majority shareholder of Hygon in mid 2010s and had licensed x86 to it. Then global politics happened and Hygon went on to make its own PC and server chips. Anyway Hygon released decent growth numbers in its Q3 earnings today. Q3 revenue: RMB 4.026B up XXXX% YoY. Net profit: RMB 760M up XXXXX% YoY. Stock up by X% today. Still a long way to catch up though"  
[X Link](https://x.com/OmerCheeema/status/1978578973111288141) [@OmerCheeema](/creator/x/OmerCheeema) 2025-10-15T21:49Z 4700 followers, 1037 engagements


"While working at Samsung HQ in Korea I used to travel to the US almost every month for X years. Korean companies are HQ driven. They need to ensure very close alignment with the subsidiaries. Engineers at HQ need to support subsidiaries in production planning and ramp up (Many core technologies are developed at the HQ so knowledge transfer takes time). It's not that these companies are trying to replace American jobs. The goal is usually to perform tasks that America based workforce can't do (yet). Putting myself in the shoes of detained handcuffed engineers who were simply on business trips"  
[X Link](https://x.com/OmerCheeema/status/1964606621209727298) [@OmerCheeema](/creator/x/OmerCheeema) 2025-09-07T08:28Z 4567 followers, 260.8K engagements


"@paurooteri Not sure I understand. Care to elaborate"  
[X Link](https://x.com/OmerCheeema/status/1975682629778210896) [@OmerCheeema](/creator/x/OmerCheeema) 2025-10-07T22:00Z 4490 followers, XXX engagements


"In terms of speed Cache is the fastest. Then it is DRAM. NAND is slow m so is HDD. Computer architecture has been defined with a hierarchical memory setup since forever. Trade-offs being cost latency and speed. So I am unable to see what is changing now. QLC NAND is just a NAND with a bit more bit storage capacity"  
[X Link](https://x.com/OmerCheeema/status/1975685239906386239) [@OmerCheeema](/creator/x/OmerCheeema) 2025-10-07T22:10Z 4490 followers, XXX engagements


"Arduino is a "go to platform" for broad market and makers community. The beauty of a broad market business is that your revenue is not tied to one or a few customers. You can charge high margins as customers are small is size and dont have negotiation power. $TXN is the industry's benchmark on how to run a broad based semi business. Qualcomm's acquisition of Arduino is interesting. Qualcomm revenue comes mostly from mobile PC and now auto customers. These are mostly tier-1 customers. Arduino provides $QCOM and opportunity to enter broad market customers too. Will Qualcomm focus on broad"  
[X Link](https://x.com/OmerCheeema/status/1975823035438420412) [@OmerCheeema](/creator/x/OmerCheeema) 2025-10-08T07:18Z 4499 followers, 2139 engagements


"This is a camera. 200x200 pixels. 30fps. Chip on tip"  
[X Link](https://x.com/OmerCheeema/status/1975891453722448192) [@OmerCheeema](/creator/x/OmerCheeema) 2025-10-08T11:50Z 4700 followers, 7.4M engagements


"I made this graphic in June showing my key reason for investing in $INTC. Reposting it as it is more relevant today after #Pantherlake and #18A news"  
[X Link](https://x.com/OmerCheeema/status/1976534945037205854) [@OmerCheeema](/creator/x/OmerCheeema) 2025-10-10T06:27Z 4699 followers, 13.1K engagements


"I know EUV is important. But 41%. Wow"  
[X Link](https://x.com/OmerCheeema/status/1979478665076388276) [@OmerCheeema](/creator/x/OmerCheeema) 2025-10-18T09:24Z 4701 followers, 44.6K engagements


"46% of $QCOM revenue comes from the companies headquartered in China. That's why its shares are declining after the news of Chinese probe"  
[X Link](https://x.com/OmerCheeema/status/1976702042744791272) [@OmerCheeema](/creator/x/OmerCheeema) 2025-10-10T17:31Z 4643 followers, 4223 engagements


"Foundry utilization is finally back to normal levels. I think the return of non AI semiconductor isn't baked into the stock prices yet. $NXPI $IFX $STM"  
[X Link](https://x.com/OmerCheeema/status/1978098551235174487) [@OmerCheeema](/creator/x/OmerCheeema) 2025-10-14T14:00Z 4615 followers, 2700 engagements


"Major General William Hank Taylor commander of the 8th Field Army in South Korea told reporters that ChatGPT and I have become really close lately. Im asking to build trying to build models to help all of us he said adding that hes using ChatGPT to help make military and personal decisions affecting the soldiers under his command. This includes the joint United Nations Command in South Korea which Taylor currently leads as chief of staff"  
[X Link](https://x.com/OmerCheeema/status/1979094238408102326) [@OmerCheeema](/creator/x/OmerCheeema) 2025-10-17T07:56Z 4699 followers, 2615 engagements


"On one hand we have Taiwanese who work days nights and weekends. And then $INTC folks who are calling for an early weekend. If you want to be like Europeans give up on the semiconductor dream. Semicon is for tough hardworking people"  
[X Link](https://x.com/OmerCheeema/status/1979294409733870090) [@OmerCheeema](/creator/x/OmerCheeema) 2025-10-17T21:12Z 4700 followers, 349.6K engagements


"Semiconductor supply chain choke points"  
[X Link](https://x.com/OmerCheeema/status/1979819807655735764) [@OmerCheeema](/creator/x/OmerCheeema) 2025-10-19T08:00Z 4701 followers, 3402 engagements


"$MSFT is going to be the first customer for $INTC custom silicon business. Heard from a trusted person"  
[X Link](https://x.com/OmerCheeema/status/1966963749212110883) [@OmerCheeema](/creator/x/OmerCheeema) 2025-09-13T20:34Z 4692 followers, 88.3K engagements


""Bruised Not Broken". Headline of Morgan Stanley report before Lehman Brothers bankruptcy. This is why you never trust analysts too much"  
[X Link](https://x.com/OmerCheeema/status/1977994468415472096) [@OmerCheeema](/creator/x/OmerCheeema) 2025-10-14T07:06Z 4697 followers, 2497 engagements


"Can anyone answer these questions regarding Crescent Island from $INTC Is it a new chip When did the development start If the MP date in H2'2026 the development would have started two years ago at least. Why wasn't it announcedHas it been any roadmaps before Any reason for being secretive Which process node is it on Which foundry Are there any lead customers Given it will be launched in H2'2026 I assume sampling with lead customers have already started. So many questions"  
[X Link](https://x.com/OmerCheeema/status/1978398034112266689) [@OmerCheeema](/creator/x/OmerCheeema) 2025-10-15T09:50Z 4701 followers, 7327 engagements


"More than XX% of operating margins. XX% YoY revenue growth. Super Impressive. $TSM"  
[X Link](https://x.com/OmerCheeema/status/1978944383450832974) [@OmerCheeema](/creator/x/OmerCheeema) 2025-10-16T22:01Z 4697 followers, XXX engagements


"Data centers in the US will be uniformly distributed as power requirements can strain the grid in concentrated areas. Source: Mckinsey"  
[X Link](https://x.com/OmerCheeema/status/1979086906655711633) [@OmerCheeema](/creator/x/OmerCheeema) 2025-10-17T07:27Z 4693 followers, 2310 engagements


"All roads lead to $NVDA. An infographic from Bloomberg. Skeptics have the bubble narrative. But my opinion is that partnering with key ecosystem players is a good strategy. It is a commitment that we will all win together and lose together. Some companies have zero sum culture and some companies have a win-win mindset. $NVDA has the win-win culture"  
[X Link](https://x.com/OmerCheeema/status/1975896043381252567) [@OmerCheeema](/creator/x/OmerCheeema) 2025-10-08T12:08Z 4700 followers, 72.8K engagements


"Without Data Center growth US economy in H1'2025 was almost flat"  
[X Link](https://x.com/OmerCheeema/status/1979906812884214165) [@OmerCheeema](/creator/x/OmerCheeema) 2025-10-19T13:45Z 4700 followers, XXX engagements