[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @QQ_Timmy 駿HaYaO 駿HaYaO posts on X about delta, summary, investment, electronics the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::814134230959521792/interactions)  - X Week XXXXXX -XX% - X Month XXXXXXX +9,893% - X Months XXXXXXX +245% - X Year XXXXXXX +2,202% ### Mentions: XX [#](/creator/twitter::814134230959521792/posts_active)  - X Week XX -XX% - X Month XX +975% - X Months XX +287% - X Year XX +813% ### Followers: XXXXXX [#](/creator/twitter::814134230959521792/followers)  - X Week XXXXXX +0.91% - X Month XXXXXX +14% - X Months XXXXXX +54% - X Year XXXXXX +181% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::814134230959521792/influencer_rank)  ### Social Influence [#](/creator/twitter::814134230959521792/influence) --- **Social category influence** [technology brands](/list/technology-brands) [stocks](/list/stocks) [finance](/list/finance) [countries](/list/countries) [travel destinations](/list/travel-destinations) **Social topic influence** [delta](/topic/delta) #1407, [summary](/topic/summary) #759, [investment](/topic/investment), [electronics](/topic/electronics) #1431, [$6669tw](/topic/$6669tw) #3, [samsung](/topic/samsung), [$2308tw](/topic/$2308tw) #10, [taiwan](/topic/taiwan), [$70ai25xpe](/topic/$70ai25xpe), [aligned](/topic/aligned) **Top accounts mentioned or mentioned by** [@tshirtnjeans2](/creator/undefined) [@dye1wxjfzhnuxug](/creator/undefined) [@danielw43079799](/creator/undefined) [@qqtimmy](/creator/undefined) [@jwt0625](/creator/undefined) [@rwang07](/creator/undefined) [@ysl730334](/creator/undefined) [@gchuanstock](/creator/undefined) [@indesyo](/creator/undefined) [@hokaikaikai](/creator/undefined) [@nicliao1](/creator/undefined) [@szfkuka](/creator/undefined) [@maverick0511888](/creator/undefined) [@naegisapling](/creator/undefined) [@ohhighyokee](/creator/undefined) [@w80778584](/creator/undefined) [@pdqghxcedh1rrx1](/creator/undefined) [@joe700719](/creator/undefined) [@supo](/creator/undefined) [@bc19900731](/creator/undefined) **Top assets mentioned** [Oracle Corporation (ORCL)](/topic/$orcl) [Advanced Micro Devices (AMD)](/topic/$amd) [NVIDIA Corp. (NVDA)](/topic/$nvda) ### Top Social Posts [#](/creator/twitter::814134230959521792/posts) --- Top posts by engagements in the last XX hours "Delta Electronics vs. Vertiv: Data Center Power & Cooling Showdown Overview: Delta Electronics (Taiwan) and Vertiv (US) are leading providers of critical power and cooling solutions for AI data centers. The total addressable market (TAM) for power and cooling is projected to grow at a XX% CAGR from 2026 to 2030 reaching $XXXXX billion sufficient to support both players. Non-zero-sum game: The market's size allows both to thrive. Delta grows faster with diversified exposure; Vertiv is a purer data center play (80% of revenue) but with slightly lower growth. Key Opportunities & Trends: White" [X Link](https://x.com/QQ_Timmy/status/1973274287030292748) [@QQ_Timmy](/creator/x/QQ_Timmy) 2025-10-01T06:30Z 13.9K followers, 5515 engagements "Good morning Here's the integrated international news summary for October 3: 2308 Delta Electronics: Upgraded Target by US Broker A US brokerage raised Delta Electronics' EPS forecasts for 2025-2027 to $21.9/$37/$70 citing its leadership in AI power solutions warranting a valuation aligned with global peers. The target price was upgraded with a 25x P/E valuation. Nvidia's single-chip power consumption is expected to rise from 1.2/1.4kW for Blackwell/Blackwell Ultra to 2.3/3.6kW for Rubin/Rubin Ultra. The total addressable market (TAM) for AI server power is projected to grow at a XX% CAGR" [X Link](https://x.com/QQ_Timmy/status/1973906973608587529) [@QQ_Timmy](/creator/x/QQ_Timmy) 2025-10-03T00:24Z 13.9K followers, 4006 engagements "Nan Ya PCB (October X 2025) - September Revenue: NT$3539M (down X% MoM up XX% YoY) primarily due to reduced shipments of SiP substrates for the iPhone Pro series; 3Q cumulative revenue approximately NT$11bn (up XX% QoQ up XX% YoY) exceeding sell-side estimates by X% and consensus by 2%. - Performance Drivers: All three major product lines (ABF BT PCB) saw QoQ growth with BT growing the fastest driven by strong demand for SiP substrates and memory as well as price hikes; 3Q BT substrate prices rose 15-20% (due to increases in raw materials such as low CTE glass cloth gold and copper) with" [X Link](https://x.com/QQ_Timmy/status/1975436709937762667) [@QQ_Timmy](/creator/x/QQ_Timmy) 2025-10-07T05:43Z 13.9K followers, 4939 engagements "Good morning October 14th Foreign Media Summary - 2408 Nanya Technology: US firms reaffirm positive outlook After yesterday's conference call major US investment banks maintain their unchanged positive view. 3Q results met expectations with brokerages raising this year's shipment growth to XX% YoY driven by robust AI demand and tight non-AI supply. Brokerages stick to their forecast of DDR4 shortages lasting several quarters while expecting ASP to trend upward. Additionally DDR5 16Gb 6400Mbps modules are set to launch soon. WoW is expected to start contributing to revenue next year" [X Link](https://x.com/QQ_Timmy/status/1977893612722811072) [@QQ_Timmy](/creator/x/QQ_Timmy) 2025-10-14T00:25Z 13.9K followers, 5496 engagements "Good morning October XX Foreign Media Summary - 6669 Wiwynn: US Brokerage Raises Target US brokerage attended the OCP conference and observed Wiwynn's proposed technologies and designs to address future liquid cooling and power changes. Upgrades EPS for next two years to $229/$261 assigns 24.4x PE valuation for next year and raises target accordingly. - 2308 DELTA: US Brokerage Raises Target US brokerage believes that next year's server power upgrades (for both GPUs and ASICs) will primarily benefit Delta Electronics with liquid cooling projects also gaining momentum. Additionally iPhone 17" [X Link](https://x.com/QQ_Timmy/status/1978257405420192165) [@QQ_Timmy](/creator/x/QQ_Timmy) 2025-10-15T00:31Z 13.9K followers, 5515 engagements "Intel Samsung" [X Link](https://x.com/QQ_Timmy/status/1977896867603292554) [@QQ_Timmy](/creator/x/QQ_Timmy) 2025-10-14T00:38Z 13.9K followers, 8697 engagements "$ORCL 2026 X $AMD MI450 AI GPU AMD Oracle AI $NVDA" [X Link](https://x.com/QQ_Timmy/status/1978081737331617961) [@QQ_Timmy](/creator/x/QQ_Timmy) 2025-10-14T12:53Z 13.9K followers, 7871 engagements "UMC Requests Suppliers to Cut Prices by at Least XX% Starting Next Year Analysts Predict Structural Adjustment in Mature Process Market United Microelectronics Corporation (UMC) recently issued a notice to its suppliers requesting a minimum XX% price reduction on all supply items starting January X 2026 and designating this as an "important basis" for future capacity allocation and partnership evaluations. This marks the first large-scale price reduction demand by a foundry in the semiconductor industry in recent years sending shockwaves through the sector. Analysts suggest this signals "the" [X Link](https://x.com/QQ_Timmy/status/1973642512259752070) [@QQ_Timmy](/creator/x/QQ_Timmy) 2025-10-02T06:53Z 13.9K followers, 3396 engagements "Huawei Uses TSMC Samsung and SK Hynix Components in Its Top AI Chip TechInsights a semiconductor research firm found during a teardown that Huawei incorporates advanced components from Asias leading tech companies in at least some of its flagship Ascend AI processors highlighting Chinas reliance on foreign hardware despite efforts to localize AI semiconductor production. The firm stated that it identified components from TSMC Samsung Electronics and SK Hynix in multiple samples of Huaweis third-generation Ascend 910C chip. The Ottawa-based research group concluded that the dies used in AISK" [X Link](https://x.com/QQ_Timmy/status/1974080438953222390) [@QQ_Timmy](/creator/x/QQ_Timmy) 2025-10-03T11:53Z 13.9K followers, 2172 engagements "Jentech Precision Industrial 3/10/2025 1.Evolution of Revenue Structure The company's business focus has significantly shifted toward high-value-added heat dissipation products particularly benefiting from the booming AI server market. The proportion of heat dissipation products in total revenue has risen from XX% in 2024 to XX% in the first half of 2025 while the share of traditional businesses such as lead frames electronic components and communication connectors has shown a declining trend. 2.Core Growth Driver: AI Server Heat Dissipation Solutions As the computing power of AI chips (GPUs" [X Link](https://x.com/QQ_Timmy/status/1974380030575988782) [@QQ_Timmy](/creator/x/QQ_Timmy) 2025-10-04T07:44Z 13.9K followers, 6501 engagements "Yaskawa Electric Acquires Tokyo Robotics a Startup Developing Humanoid Robots Yaskawa Electric announced on the 3rd that it has acquired Tokyo Robotics (Tokyo Bunkyo) a startup developing humanoid robots. The amount is undisclosed. Yaskawa Electric President Masahiro Ogawa expressed optimism at the earnings press conference held on the same day stating "Humanoid robots will generate business value in niche areas in 2-3 years. "Tokyo Robotics is a startup founded in 2015 originating from Waseda University. It develops humanoid robots that move on wheels and perform various tasks with two arms." [X Link](https://x.com/QQ_Timmy/status/1974476003956469972) [@QQ_Timmy](/creator/x/QQ_Timmy) 2025-10-04T14:05Z 13.9K followers, 21.4K engagements "Good Morning 10/8 Foreign Media Summary - SummaryCooling Industry Monthly Revenue: US-based major investment banks covering 3017 Asia Vital Components (AVC) and 3324 AURAS both delivered stellar performance in September continuing to hit new highs. Brokers expect the momentum to carry into 4Q. Estimates for AVC: 4Q revenue QoQ growth of 10-20% YoY growth of 105%-123% driven by GB300+ mobile VC; Estimates for AURAS: 4Q revenue up XX% YoY up XX% with water cooling gaining traction and server-related business accounting for XX% of total revenue. Brokers also note that AVC is already preparing" [X Link](https://x.com/QQ_Timmy/status/1975723270092824820) [@QQ_Timmy](/creator/x/QQ_Timmy) 2025-10-08T00:41Z 13.9K followers, 4683 engagements "Good morning October XX Foreign Media Summary - 6669 Wiwynn: US Firm Observes It's the Only One Showcasing ORW Cabinets A major US investment bank at the OCP exhibition observed that Wistron among numerous ODM/OEM vendors is the only one showcasing ORW cabinets (Open Rack Wide architecture with a width twice that of traditional cabinets optimized for power supply heat dissipation and maintenance convenience). As a result the brokerage estimates that Wiwynn is the design and manufacturing partner for AMD's "Helios" cabinet. Recently AMD also announced that Oracle will be the first partner for" [X Link](https://x.com/QQ_Timmy/status/1978615132487118863) [@QQ_Timmy](/creator/x/QQ_Timmy) 2025-10-16T00:13Z 13.9K followers, 6645 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@QQ_Timmy 駿HaYaO
駿HaYaO posts on X about delta, summary, investment, electronics the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.
Engagements: XXX #
- X Week XXXXXX -XX%
- X Month XXXXXXX +9,893%
- X Months XXXXXXX +245%
- X Year XXXXXXX +2,202%
Mentions: XX #
- X Week XX -XX%
- X Month XX +975%
- X Months XX +287%
- X Year XX +813%
Followers: XXXXXX #
- X Week XXXXXX +0.91%
- X Month XXXXXX +14%
- X Months XXXXXX +54%
- X Year XXXXXX +181%
CreatorRank: XXXXXXXXX #
Social Influence #
Social category influence technology brands stocks finance countries travel destinations
Social topic influence delta #1407, summary #759, investment, electronics #1431, $6669tw #3, samsung, $2308tw #10, taiwan, $70ai25xpe, aligned
Top accounts mentioned or mentioned by @tshirtnjeans2 @dye1wxjfzhnuxug @danielw43079799 @qqtimmy @jwt0625 @rwang07 @ysl730334 @gchuanstock @indesyo @hokaikaikai @nicliao1 @szfkuka @maverick0511888 @naegisapling @ohhighyokee @w80778584 @pdqghxcedh1rrx1 @joe700719 @supo @bc19900731
Top assets mentioned Oracle Corporation (ORCL) Advanced Micro Devices (AMD) NVIDIA Corp. (NVDA)
Top Social Posts #
Top posts by engagements in the last XX hours
"Delta Electronics vs. Vertiv: Data Center Power & Cooling Showdown Overview: Delta Electronics (Taiwan) and Vertiv (US) are leading providers of critical power and cooling solutions for AI data centers. The total addressable market (TAM) for power and cooling is projected to grow at a XX% CAGR from 2026 to 2030 reaching $XXXXX billion sufficient to support both players. Non-zero-sum game: The market's size allows both to thrive. Delta grows faster with diversified exposure; Vertiv is a purer data center play (80% of revenue) but with slightly lower growth. Key Opportunities & Trends: White"
X Link @QQ_Timmy 2025-10-01T06:30Z 13.9K followers, 5515 engagements
"Good morning Here's the integrated international news summary for October 3: 2308 Delta Electronics: Upgraded Target by US Broker A US brokerage raised Delta Electronics' EPS forecasts for 2025-2027 to $21.9/$37/$70 citing its leadership in AI power solutions warranting a valuation aligned with global peers. The target price was upgraded with a 25x P/E valuation. Nvidia's single-chip power consumption is expected to rise from 1.2/1.4kW for Blackwell/Blackwell Ultra to 2.3/3.6kW for Rubin/Rubin Ultra. The total addressable market (TAM) for AI server power is projected to grow at a XX% CAGR"
X Link @QQ_Timmy 2025-10-03T00:24Z 13.9K followers, 4006 engagements
"Nan Ya PCB (October X 2025) - September Revenue: NT$3539M (down X% MoM up XX% YoY) primarily due to reduced shipments of SiP substrates for the iPhone Pro series; 3Q cumulative revenue approximately NT$11bn (up XX% QoQ up XX% YoY) exceeding sell-side estimates by X% and consensus by 2%. - Performance Drivers: All three major product lines (ABF BT PCB) saw QoQ growth with BT growing the fastest driven by strong demand for SiP substrates and memory as well as price hikes; 3Q BT substrate prices rose 15-20% (due to increases in raw materials such as low CTE glass cloth gold and copper) with"
X Link @QQ_Timmy 2025-10-07T05:43Z 13.9K followers, 4939 engagements
"Good morning October 14th Foreign Media Summary - 2408 Nanya Technology: US firms reaffirm positive outlook After yesterday's conference call major US investment banks maintain their unchanged positive view. 3Q results met expectations with brokerages raising this year's shipment growth to XX% YoY driven by robust AI demand and tight non-AI supply. Brokerages stick to their forecast of DDR4 shortages lasting several quarters while expecting ASP to trend upward. Additionally DDR5 16Gb 6400Mbps modules are set to launch soon. WoW is expected to start contributing to revenue next year"
X Link @QQ_Timmy 2025-10-14T00:25Z 13.9K followers, 5496 engagements
"Good morning October XX Foreign Media Summary - 6669 Wiwynn: US Brokerage Raises Target US brokerage attended the OCP conference and observed Wiwynn's proposed technologies and designs to address future liquid cooling and power changes. Upgrades EPS for next two years to $229/$261 assigns 24.4x PE valuation for next year and raises target accordingly. - 2308 DELTA: US Brokerage Raises Target US brokerage believes that next year's server power upgrades (for both GPUs and ASICs) will primarily benefit Delta Electronics with liquid cooling projects also gaining momentum. Additionally iPhone 17"
X Link @QQ_Timmy 2025-10-15T00:31Z 13.9K followers, 5515 engagements
"Intel Samsung"
X Link @QQ_Timmy 2025-10-14T00:38Z 13.9K followers, 8697 engagements
"$ORCL 2026 X $AMD MI450 AI GPU AMD Oracle AI $NVDA"
X Link @QQ_Timmy 2025-10-14T12:53Z 13.9K followers, 7871 engagements
"UMC Requests Suppliers to Cut Prices by at Least XX% Starting Next Year Analysts Predict Structural Adjustment in Mature Process Market United Microelectronics Corporation (UMC) recently issued a notice to its suppliers requesting a minimum XX% price reduction on all supply items starting January X 2026 and designating this as an "important basis" for future capacity allocation and partnership evaluations. This marks the first large-scale price reduction demand by a foundry in the semiconductor industry in recent years sending shockwaves through the sector. Analysts suggest this signals "the"
X Link @QQ_Timmy 2025-10-02T06:53Z 13.9K followers, 3396 engagements
"Huawei Uses TSMC Samsung and SK Hynix Components in Its Top AI Chip TechInsights a semiconductor research firm found during a teardown that Huawei incorporates advanced components from Asias leading tech companies in at least some of its flagship Ascend AI processors highlighting Chinas reliance on foreign hardware despite efforts to localize AI semiconductor production. The firm stated that it identified components from TSMC Samsung Electronics and SK Hynix in multiple samples of Huaweis third-generation Ascend 910C chip. The Ottawa-based research group concluded that the dies used in AISK"
X Link @QQ_Timmy 2025-10-03T11:53Z 13.9K followers, 2172 engagements
"Jentech Precision Industrial 3/10/2025 1.Evolution of Revenue Structure The company's business focus has significantly shifted toward high-value-added heat dissipation products particularly benefiting from the booming AI server market. The proportion of heat dissipation products in total revenue has risen from XX% in 2024 to XX% in the first half of 2025 while the share of traditional businesses such as lead frames electronic components and communication connectors has shown a declining trend. 2.Core Growth Driver: AI Server Heat Dissipation Solutions As the computing power of AI chips (GPUs"
X Link @QQ_Timmy 2025-10-04T07:44Z 13.9K followers, 6501 engagements
"Yaskawa Electric Acquires Tokyo Robotics a Startup Developing Humanoid Robots Yaskawa Electric announced on the 3rd that it has acquired Tokyo Robotics (Tokyo Bunkyo) a startup developing humanoid robots. The amount is undisclosed. Yaskawa Electric President Masahiro Ogawa expressed optimism at the earnings press conference held on the same day stating "Humanoid robots will generate business value in niche areas in 2-3 years. "Tokyo Robotics is a startup founded in 2015 originating from Waseda University. It develops humanoid robots that move on wheels and perform various tasks with two arms."
X Link @QQ_Timmy 2025-10-04T14:05Z 13.9K followers, 21.4K engagements
"Good Morning 10/8 Foreign Media Summary - SummaryCooling Industry Monthly Revenue: US-based major investment banks covering 3017 Asia Vital Components (AVC) and 3324 AURAS both delivered stellar performance in September continuing to hit new highs. Brokers expect the momentum to carry into 4Q. Estimates for AVC: 4Q revenue QoQ growth of 10-20% YoY growth of 105%-123% driven by GB300+ mobile VC; Estimates for AURAS: 4Q revenue up XX% YoY up XX% with water cooling gaining traction and server-related business accounting for XX% of total revenue. Brokers also note that AVC is already preparing"
X Link @QQ_Timmy 2025-10-08T00:41Z 13.9K followers, 4683 engagements
"Good morning October XX Foreign Media Summary - 6669 Wiwynn: US Firm Observes It's the Only One Showcasing ORW Cabinets A major US investment bank at the OCP exhibition observed that Wistron among numerous ODM/OEM vendors is the only one showcasing ORW cabinets (Open Rack Wide architecture with a width twice that of traditional cabinets optimized for power supply heat dissipation and maintenance convenience). As a result the brokerage estimates that Wiwynn is the design and manufacturing partner for AMD's "Helios" cabinet. Recently AMD also announced that Oracle will be the first partner for"
X Link @QQ_Timmy 2025-10-16T00:13Z 13.9K followers, 6645 engagements