[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.] #  @R_and_Invest Research & Invest Research & Invest posts on X about googl, $googl, meta, msft the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::1942391883537461248/interactions)  - X Week XXXXX +1,619% ### Mentions: XX [#](/creator/twitter::1942391883537461248/posts_active)  - X Week XX +75% ### Followers: XXX [#](/creator/twitter::1942391883537461248/followers)  - X Week XXX +206% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1942391883537461248/influencer_rank)  ### Social Influence [#](/creator/twitter::1942391883537461248/influence) --- **Social category influence** [finance](/list/finance) XXXXX% [stocks](/list/stocks) XXXXX% [technology brands](/list/technology-brands) XXXXX% [countries](/list/countries) XXXX% [automotive brands](/list/automotive-brands) XXXX% [celebrities](/list/celebrities) XXXX% **Social topic influence** [googl](/topic/googl) 22.58%, [$googl](/topic/$googl) 22.58%, [meta](/topic/meta) 16.13%, [msft](/topic/msft) 16.13%, [$meta](/topic/$meta) 16.13%, [$msft](/topic/$msft) 16.13%, [nvda](/topic/nvda) 16.13%, [$nvda](/topic/$nvda) 16.13%, [avgo](/topic/avgo) 12.9%, [$avgo](/topic/$avgo) XXXX% **Top accounts mentioned or mentioned by** [@grok](/creator/undefined) [@ericjhonsa](/creator/undefined) [@nerdcapk](/creator/undefined) [@googleai](/creator/undefined) [@tesla](/creator/undefined) [@jack](/creator/undefined) [@randinvest](/creator/undefined) [@joecarlsonshow](/creator/undefined) [@openai](/creator/undefined) [@sundar](/creator/undefined) [@elonmusk](/creator/undefined) [@divestech](/creator/undefined) [@google](/creator/undefined) [@secgov](/creator/undefined) [@xai](/creator/undefined) [@travisraxelrod](/creator/undefined) [@mrderivatives](/creator/undefined) [@andrewrsorkin](/creator/undefined) [@jessicalessin](/creator/undefined) [@finkd](/creator/undefined) **Top assets mentioned** [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Metadium (META)](/topic/$meta) [Microsoft Corp. (MSFT)](/topic/$msft) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Advanced Micro Devices (AMD)](/topic/$amd) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Netflix Inc (NFLX)](/topic/$nflx) [Oracle Corporation (ORCL)](/topic/$orcl) [Tesla, Inc. (TSLA)](/topic/$tsla) [SPDR S&P XXX ETF Trust (SPY)](/topic/$spy) [Apple, Inc. (AAPL)](/topic/$aapl) [IonQ, Inc. (IONQ)](/topic/$ionq) [Rigetti Computing, Inc. Common Stock (RGTI)](/topic/$rgti) [Marvell Technology Inc (MRVL)](/topic/$mrvl) [Alien Base (ALB)](/topic/$alb) [Lululemon Athletica Inc (LULU)](/topic/$lulu) [Palantir (PLTR)](/topic/$pltr) [Vertiv Holdings Co (VRT)](/topic/$vrt) [Summit Therapeutics Inc. Common Stock (SMMT)](/topic/$smmt) [Ball, Corp. (BALL)](/topic/$ball) [Crown Holdings, Inc. (CCK)](/topic/$cck) [Morgan Stanley (MS)](/topic/morgan-stanley) [Block, Inc. (XYZ)](/topic/$xyz) [KLA Corp (KLAC)](/topic/$klac) [Entegris, Inc. (ENTG)](/topic/$entg) [Applied Materials, Inc. (AMAT)](/topic/$amat) [Lam Research Corporation (LRCX)](/topic/$lrcx) [Axcelis Technologies Inc (ACLS)](/topic/$acls) [MKS Instruments Inc (MKSI)](/topic/$mksi) [Advanced Energy Industries Inc (AEIS)](/topic/$aeis) [ANSYS, Inc. (ANSS)](/topic/$anss) [Cadence Design Systems Inc (CDNS)](/topic/$cdns) [Synopsys, Inc. (SNPS)](/topic/$snps) [Astronics Corp (ATRO)](/topic/$atro) ### Top Social Posts [#](/creator/twitter::1942391883537461248/posts) --- Top posts by engagements in the last XX hours "No what I am saying is unlike $Googl $Msft $Amzn $Meta and all these firms with cash and massive compute capacity in house built by spending $200-400B/firm in capex last decade or so OpenAI is just burning FCF does not own the DC & does not have a biz that generates $40-50B in cash needed to support capex. So with $Googl throwing them a rent my TPU which is significantly cheaper than spend capex on my TPU they get to maintain inference for less cash outflow and get life to live to fight another day. And they are Google AIs biggest competitor right"  [@R_and_Invest](/creator/x/R_and_Invest) on [X](/post/tweet/1945625687504949556) 2025-07-16 23:24:46 UTC XXX followers, XX engagements "Based on channel checks XX% of $Googl inferencing compute is TPU. But honestly no one really knows. Semi vendors to $Avgo $Googl can only speculate. This is not a win for $Googl. They are providing a lifeline to a competitor who lost big daddy Satya as a friend. Is hanging on to $Orcl. Has lost top research talent to $Meta and others & is going to have to raise $25-50B in cash to avoid getting into negative cash position. $Googl is just going to save their system from crashing just like how $AAPL & Steve Jobs were bailed out by @BillGates & @Microsoft. $Msft. While $Msft still went on to be"  [@R_and_Invest](/creator/x/R_and_Invest) on [X](/post/tweet/1945620005863002319) 2025-07-16 23:02:11 UTC XXX followers, XXX engagements "I wonder what happens to $nvda $Amd $Avgo $aapl"  [@R_and_Invest](/creator/x/R_and_Invest) on [X](/post/tweet/1945730644736446826) 2025-07-17 06:21:50 UTC XXX followers, XXX engagements "$IONQ $RGTI might be pre-revenues but if you understand what they are you would know they are the next step post Verra Rubin $NVDA & post MI450 $AMD. In few years to save on HBM & power workloads will start moving to $Googl Willow (as fidelity rate 🚀 & error rate ). $Msft $Amzn $Googl are all working on Quantum for 5+ years"  [@R_and_Invest](/creator/x/R_and_Invest) on [X](/post/tweet/1945965094116143249) 2025-07-17 21:53:27 UTC XXX followers, XXX engagements "$TSM is reporting soon. Commentary & Questions 2Q25 earnings are 1) N2 capacity build and how thats progressing/2026 any color on capacity/pricing.(2026 75K-100K wafer starts.) 2) $Nvda $Amd $Avgo $Mrvl demand will obviously be good but any latest outlook after China un-ban 3) commentary for US trade tariffs and speed of US fab builds but also any demand pull-ins/drop off expected in 2H (remember $Aapl shipped tons of iPhone via Air); 4) Capex $42B high end/$40B mid. Any plan to accelerate that $Asml no growth could mean slow capex growth in 2026 for $TSM 5) revenues are known by street -"  [@R_and_Invest](/creator/x/R_and_Invest) on [X](/post/tweet/1945694844648816748) 2025-07-17 03:59:34 UTC XXX followers, XXX engagements "Buy $Nvda $Pltr $Vrt $Smmt $Meta and then $Tsla in Dec 2022 and SS $LULU $Alb"  [@R_and_Invest](/creator/x/R_and_Invest) on [X](/post/tweet/1945637238106362289) 2025-07-17 00:10:40 UTC XXX followers, XXX engagements "$NFLX buried in the shareholder letter "our members watched over XX billion hours on Netflix in the first half of the year a X% increase year over year""  [@R_and_Invest](/creator/x/R_and_Invest) on [X](/post/tweet/1946261293146792364) 2025-07-18 17:30:26 UTC XXX followers, XX engagements "@EricJhonsa Have you seen so much positive data come out in one day This is like early 2020 post COVID This was unexpected strength in the retail sector and robust retail sales data in June - both core and total. Retail sales rising XXX% month-over-month in June was not on my bingo card or for that matter any $MACRO economist. Far exceeding the consensus expectation of 0.1%. Core sales ex autos retail sales still rose by XXX% I guess should have listened to Dimon yesterday when he said saw no stress in consumer (yet). Consumer resilience and a surprising healthy labor market (also reported"  [@R_and_Invest](/creator/x/R_and_Invest) on [X](/post/tweet/1945870056736587855) 2025-07-17 15:35:48 UTC XXX followers, XXX engagements "Just if you are wondering yes $TSM is NOT part of $SPY"  [@R_and_Invest](/creator/x/R_and_Invest) on [X](/post/tweet/1945860155373154354) 2025-07-17 14:56:28 UTC XXX followers, XX engagements "This is the first time I am seeing this. I wish I had known this when we met with $BALL and $CCK management teams that are so proud of aluminum cans saving the planet"  [@R_and_Invest](/creator/x/R_and_Invest) on [X](/post/tweet/1946265002060751089) 2025-07-18 17:45:11 UTC XXX followers, XXX engagements "Please dont use @grok Grok X. Unless you have Grok X which is better than Grok X. Grok X thought $TSM is part of $SPY but Grok X answered it correctly and added its touch "It's a bummer for S&P XXX purists because TSMC is a beast in the semiconductor world""  [@R_and_Invest](/creator/x/R_and_Invest) on [X](/post/tweet/1945859965752848756) 2025-07-17 14:55:42 UTC XXX followers, XXX engagements "I would rather $TSLA focus on FSD getting better than going after this silly war. No way to out compete $GOOGL Waymo near term. They literally wrote the transformer engine before Model 3/y was ever around and $TSLA investors were in diapers. Meanwhile my FSD v13.2.9 appears downgraded and doesnt work well in Socal especially HOV lanes highway"  [@R_and_Invest](/creator/x/R_and_Invest) on [X](/post/tweet/1945903566310584372) 2025-07-17 17:48:58 UTC XXX followers, XXX engagements "$ASML is reporting results in XX hours. 2Q25: Expected Revenue 7.55B - guided 7.2-7.7B Expected GM XXXX% -- guidance 50-53% Expected Operating profit 2.40B Expected Op Margin XXXX% Expected Net income 2.03B Expected EPS XXXX 3Q25: Revenue_E 8.26B Gross Margin_E XXXX% I dont see the bookings expectations by street but last three quarters and four of past five B2B was 1x. Backlog peaked around 4Q23-2Q24 and has been declining to X quarters of system sales. Time for $ASML to pull itself out of these low B2B and show up with some bookings Backlog based on our math has declined $5B in the past 5"  [@R_and_Invest](/creator/x/R_and_Invest) on [X](/post/tweet/1945232923365662755) 2025-07-15 21:24:04 UTC XXX followers, 1853 engagements "@EricJhonsa Makes sense. Still after soft PPI this was a quite surprising positive $Macro"  [@R_and_Invest](/creator/x/R_and_Invest) on [X](/post/tweet/1946041965780590731) 2025-07-18 02:58:55 UTC XXX followers, XX engagements "I am very very happy for you. But as we have discussed whenever Jack speaks to Wall Street or has lunch at Morgan Stanley conference investors and funds offload the stock. My sense is Hedge funds will still not let it work unless @Jack makes $XYZ more efficient. If @x didnt need XX% of people Square/CashApp need to grow 20-25% faster top line to support all that staff. In age of AI LLMs and efficiency unless they cut expenses S&P addition wont change funds and how they think longer term. No one wants to be in bed with someone taking out things like Tidal or whatever the F he is acquiring"  [@R_and_Invest](/creator/x/R_and_Invest) on [X](/post/tweet/1946368520390160588) 2025-07-19 00:36:31 UTC XXX followers, XXX engagements "This is lowering estimates. No way $Nflx would have predicted dollar to decline by 4-5%. At least $20B revs at XXXX should have added $1B in revs from FX alone"  [@R_and_Invest](/creator/x/R_and_Invest) on [X](/post/tweet/1945944060205895875) 2025-07-17 20:29:52 UTC XXX followers, XXX engagements "👀 it might also suggest or mean $MSFT Azure growth would exceed estimates"  [@R_and_Invest](/creator/x/R_and_Invest) on [X](/post/tweet/1945570662560772567) 2025-07-16 19:46:07 UTC XXX followers, XXX engagements "I dont get $Nflx. Despite big FX benefit numbers are within XXX% of top line and 2-3% bottom line Where did all that benefit go Interesting. This is miss on buy side numbers. But at least no tariff impact so could be ok to trade at 50x"  [@R_and_Invest](/creator/x/R_and_Invest) on [X](/post/tweet/1945941393974906913) 2025-07-17 20:19:16 UTC XXX followers, XXX engagements "@Mr_Derivatives Hey bro we have to look at the year of halving and the next August (after the halving). The year after halving AUGUST was MONSTER return months (as per LLMs). Aug 2013 XX 21"  [@R_and_Invest](/creator/x/R_and_Invest) on [X](/post/tweet/1946394934006911106) 2025-07-19 02:21:29 UTC XXX followers, XXX engagements "OLD post From Aug 2023: When $ENTG was $XX. Quick thoughts on $ENTG.and some multiples on #Semi capex players. This is the most uncertain environment with no idea if China pull in is the peak or $MACRO drop in Chips demand is the bottom. Either way secular bull demand for Chips for low nm. Front-end $ASML 24x $AMAT 15x $LRCX 15x $KLAC 16x $ACLS 17x $ENTG 16x $MKSI 11x $AEIS 13x $UCTT 9x $ICHR 14x $TER 15x $ONTO 18x $FORM 15x $COHU 8x $AEHR NA $INTT 9x A couple of my favorite management in #Semis are: Bertrland Loy Entegris. Gary Dickerson Applied KLAC ONTO COHU. Not a single $NVDA GPU Samsung"  [@R_and_Invest](/creator/x/R_and_Invest) on [X](/post/tweet/1945174097148961200) 2025-07-15 17:30:19 UTC XXX followers, XX engagements "Its pretty surprising how little competition & few publicly listed cos. remains in #Semi software $CDNS and $SNPS (who is acquiring $ANSS) The deal was announced XX mo ago: More inflation coming until @googleAI @grok figures out how to build better chips"  [@R_and_Invest](/creator/x/R_and_Invest) on [X](/post/tweet/1944772686502318498) 2025-07-14 14:55:15 UTC XXX followers, XX engagements "Older Feb 2024 tweet: Saving it here. $ATRO is a monopoly in In-Seat Power reports tonight Recent mis-steps by mang to raise cash using ATM offering was driven by debt bankers. The co. grew too fast so needed money for WC. Burnt small cap investors. 2021 Revs $445M - $760M '21 EBTIDA $2M - $70M today An Aero peer $KAMN that doesnt have same market share was taken out (or taken under) at 15x EBITDA. My mental notes: 1) Aero KPIs very healthy especially for $ATRO's big market in Wide-Body jets that fly internationally. Load factors Available seat miles Rev/ASM and RPK rev pax kilometers were"  [@R_and_Invest](/creator/x/R_and_Invest) on [X](/post/tweet/1945170741114363982) 2025-07-15 17:16:58 UTC XXX followers, XX engagements "Love listening to @andrewrsorkin and his interviews. Very thoughtful. It appears $Googl $Meta $Amzn $Msft are getting stronger. Powered by $Nvda $Amd $Avgo $TSM @Jessicalessin I think did a great job calling out @finkd BS a little bit. Its definitely about money than helping consumers. If it was helping consumers Mark would have shut down @RealityLabs and used $80B of those resources in making products better for consumers. Like @WhatsApp can become the next @Shopify + @PayPal a natural extension of chat. Again if you get a chance in @YouTube just listen to Andrews interviews. Its sometimes"  [@R_and_Invest](/creator/x/R_and_Invest) on [X](/post/tweet/1945894489668903386) 2025-07-17 17:12:53 UTC XXX followers, 1784 engagements "Cloud capex by Bloomberg/BOA. $ORCL Stargate. There is no way an OpenAI secondary/money raise is not coming in 2H25. This is mind boggling. Now imagine all these guys doing capex yet the most amount of data is being processed on $GOOGL YT Gemini Search Cloud Workspace Drive Waymo. Capex intensity went from XX% to XX% for $GOOGL but $MSFT $META are at 31-35% No wonder the Fed Funds rate restriction isnt really making a dent"  [@R_and_Invest](/creator/x/R_and_Invest) on [X](/post/tweet/1946264410865156588) 2025-07-18 17:42:50 UTC XXX followers, XXX 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.]
@R_and_Invest Research & Invest
Research & Invest posts on X about googl, $googl, meta, msft the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.
Engagements: XXX #
- X Week XXXXX +1,619%
Mentions: XX #
- X Week XX +75%
Followers: XXX #
- X Week XXX +206%
CreatorRank: XXXXXXXXX #
Social Influence #
Social category influence finance XXXXX% stocks XXXXX% technology brands XXXXX% countries XXXX% automotive brands XXXX% celebrities XXXX%
Social topic influence googl 22.58%, $googl 22.58%, meta 16.13%, msft 16.13%, $meta 16.13%, $msft 16.13%, nvda 16.13%, $nvda 16.13%, avgo 12.9%, $avgo XXXX%
Top accounts mentioned or mentioned by @grok @ericjhonsa @nerdcapk @googleai @tesla @jack @randinvest @joecarlsonshow @openai @sundar @elonmusk @divestech @google @secgov @xai @travisraxelrod @mrderivatives @andrewrsorkin @jessicalessin @finkd
Top assets mentioned Alphabet Inc Class A (GOOGL) Metadium (META) Microsoft Corp. (MSFT) NVIDIA Corp. (NVDA) Broadcom, Inc. (AVGO) Advanced Micro Devices (AMD) Taiwan Semiconductor (TSM) Amazon.com, Inc. (AMZN) Netflix Inc (NFLX) Oracle Corporation (ORCL) Tesla, Inc. (TSLA) SPDR S&P XXX ETF Trust (SPY) Apple, Inc. (AAPL) IonQ, Inc. (IONQ) Rigetti Computing, Inc. Common Stock (RGTI) Marvell Technology Inc (MRVL) Alien Base (ALB) Lululemon Athletica Inc (LULU) Palantir (PLTR) Vertiv Holdings Co (VRT) Summit Therapeutics Inc. Common Stock (SMMT) Ball, Corp. (BALL) Crown Holdings, Inc. (CCK) Morgan Stanley (MS) Block, Inc. (XYZ) KLA Corp (KLAC) Entegris, Inc. (ENTG) Applied Materials, Inc. (AMAT) Lam Research Corporation (LRCX) Axcelis Technologies Inc (ACLS) MKS Instruments Inc (MKSI) Advanced Energy Industries Inc (AEIS) ANSYS, Inc. (ANSS) Cadence Design Systems Inc (CDNS) Synopsys, Inc. (SNPS) Astronics Corp (ATRO)
Top Social Posts #
Top posts by engagements in the last XX hours
"No what I am saying is unlike $Googl $Msft $Amzn $Meta and all these firms with cash and massive compute capacity in house built by spending $200-400B/firm in capex last decade or so OpenAI is just burning FCF does not own the DC & does not have a biz that generates $40-50B in cash needed to support capex. So with $Googl throwing them a rent my TPU which is significantly cheaper than spend capex on my TPU they get to maintain inference for less cash outflow and get life to live to fight another day. And they are Google AIs biggest competitor right"
@R_and_Invest on X 2025-07-16 23:24:46 UTC XXX followers, XX engagements
"Based on channel checks XX% of $Googl inferencing compute is TPU. But honestly no one really knows. Semi vendors to $Avgo $Googl can only speculate. This is not a win for $Googl. They are providing a lifeline to a competitor who lost big daddy Satya as a friend. Is hanging on to $Orcl. Has lost top research talent to $Meta and others & is going to have to raise $25-50B in cash to avoid getting into negative cash position. $Googl is just going to save their system from crashing just like how $AAPL & Steve Jobs were bailed out by @BillGates & @Microsoft. $Msft. While $Msft still went on to be" @R_and_Invest on X 2025-07-16 23:02:11 UTC XXX followers, XXX engagements
"I wonder what happens to $nvda $Amd $Avgo $aapl" @R_and_Invest on X 2025-07-17 06:21:50 UTC XXX followers, XXX engagements
"$IONQ $RGTI might be pre-revenues but if you understand what they are you would know they are the next step post Verra Rubin $NVDA & post MI450 $AMD. In few years to save on HBM & power workloads will start moving to $Googl Willow (as fidelity rate 🚀 & error rate ). $Msft $Amzn $Googl are all working on Quantum for 5+ years" @R_and_Invest on X 2025-07-17 21:53:27 UTC XXX followers, XXX engagements
"$TSM is reporting soon. Commentary & Questions 2Q25 earnings are 1) N2 capacity build and how thats progressing/2026 any color on capacity/pricing.(2026 75K-100K wafer starts.) 2) $Nvda $Amd $Avgo $Mrvl demand will obviously be good but any latest outlook after China un-ban 3) commentary for US trade tariffs and speed of US fab builds but also any demand pull-ins/drop off expected in 2H (remember $Aapl shipped tons of iPhone via Air); 4) Capex $42B high end/$40B mid. Any plan to accelerate that $Asml no growth could mean slow capex growth in 2026 for $TSM 5) revenues are known by street -" @R_and_Invest on X 2025-07-17 03:59:34 UTC XXX followers, XXX engagements
"Buy $Nvda $Pltr $Vrt $Smmt $Meta and then $Tsla in Dec 2022 and SS $LULU $Alb" @R_and_Invest on X 2025-07-17 00:10:40 UTC XXX followers, XXX engagements
"$NFLX buried in the shareholder letter "our members watched over XX billion hours on Netflix in the first half of the year a X% increase year over year"" @R_and_Invest on X 2025-07-18 17:30:26 UTC XXX followers, XX engagements
"@EricJhonsa Have you seen so much positive data come out in one day This is like early 2020 post COVID This was unexpected strength in the retail sector and robust retail sales data in June - both core and total. Retail sales rising XXX% month-over-month in June was not on my bingo card or for that matter any $MACRO economist. Far exceeding the consensus expectation of 0.1%. Core sales ex autos retail sales still rose by XXX% I guess should have listened to Dimon yesterday when he said saw no stress in consumer (yet). Consumer resilience and a surprising healthy labor market (also reported" @R_and_Invest on X 2025-07-17 15:35:48 UTC XXX followers, XXX engagements
"Just if you are wondering yes $TSM is NOT part of $SPY" @R_and_Invest on X 2025-07-17 14:56:28 UTC XXX followers, XX engagements
"This is the first time I am seeing this. I wish I had known this when we met with $BALL and $CCK management teams that are so proud of aluminum cans saving the planet" @R_and_Invest on X 2025-07-18 17:45:11 UTC XXX followers, XXX engagements
"Please dont use @grok Grok X. Unless you have Grok X which is better than Grok X. Grok X thought $TSM is part of $SPY but Grok X answered it correctly and added its touch "It's a bummer for S&P XXX purists because TSMC is a beast in the semiconductor world"" @R_and_Invest on X 2025-07-17 14:55:42 UTC XXX followers, XXX engagements
"I would rather $TSLA focus on FSD getting better than going after this silly war. No way to out compete $GOOGL Waymo near term. They literally wrote the transformer engine before Model 3/y was ever around and $TSLA investors were in diapers. Meanwhile my FSD v13.2.9 appears downgraded and doesnt work well in Socal especially HOV lanes highway" @R_and_Invest on X 2025-07-17 17:48:58 UTC XXX followers, XXX engagements
"$ASML is reporting results in XX hours. 2Q25: Expected Revenue 7.55B - guided 7.2-7.7B Expected GM XXXX% -- guidance 50-53% Expected Operating profit 2.40B Expected Op Margin XXXX% Expected Net income 2.03B Expected EPS XXXX 3Q25: Revenue_E 8.26B Gross Margin_E XXXX% I dont see the bookings expectations by street but last three quarters and four of past five B2B was 1x. Backlog peaked around 4Q23-2Q24 and has been declining to X quarters of system sales. Time for $ASML to pull itself out of these low B2B and show up with some bookings Backlog based on our math has declined $5B in the past 5" @R_and_Invest on X 2025-07-15 21:24:04 UTC XXX followers, 1853 engagements
"@EricJhonsa Makes sense. Still after soft PPI this was a quite surprising positive $Macro" @R_and_Invest on X 2025-07-18 02:58:55 UTC XXX followers, XX engagements
"I am very very happy for you. But as we have discussed whenever Jack speaks to Wall Street or has lunch at Morgan Stanley conference investors and funds offload the stock. My sense is Hedge funds will still not let it work unless @Jack makes $XYZ more efficient. If @x didnt need XX% of people Square/CashApp need to grow 20-25% faster top line to support all that staff. In age of AI LLMs and efficiency unless they cut expenses S&P addition wont change funds and how they think longer term. No one wants to be in bed with someone taking out things like Tidal or whatever the F he is acquiring" @R_and_Invest on X 2025-07-19 00:36:31 UTC XXX followers, XXX engagements
"This is lowering estimates. No way $Nflx would have predicted dollar to decline by 4-5%. At least $20B revs at XXXX should have added $1B in revs from FX alone" @R_and_Invest on X 2025-07-17 20:29:52 UTC XXX followers, XXX engagements
"👀 it might also suggest or mean $MSFT Azure growth would exceed estimates" @R_and_Invest on X 2025-07-16 19:46:07 UTC XXX followers, XXX engagements
"I dont get $Nflx. Despite big FX benefit numbers are within XXX% of top line and 2-3% bottom line Where did all that benefit go Interesting. This is miss on buy side numbers. But at least no tariff impact so could be ok to trade at 50x" @R_and_Invest on X 2025-07-17 20:19:16 UTC XXX followers, XXX engagements
"@Mr_Derivatives Hey bro we have to look at the year of halving and the next August (after the halving). The year after halving AUGUST was MONSTER return months (as per LLMs). Aug 2013 XX 21" @R_and_Invest on X 2025-07-19 02:21:29 UTC XXX followers, XXX engagements
"OLD post From Aug 2023: When $ENTG was $XX. Quick thoughts on $ENTG.and some multiples on #Semi capex players. This is the most uncertain environment with no idea if China pull in is the peak or $MACRO drop in Chips demand is the bottom. Either way secular bull demand for Chips for low nm. Front-end $ASML 24x $AMAT 15x $LRCX 15x $KLAC 16x $ACLS 17x $ENTG 16x $MKSI 11x $AEIS 13x $UCTT 9x $ICHR 14x $TER 15x $ONTO 18x $FORM 15x $COHU 8x $AEHR NA $INTT 9x A couple of my favorite management in #Semis are: Bertrland Loy Entegris. Gary Dickerson Applied KLAC ONTO COHU. Not a single $NVDA GPU Samsung" @R_and_Invest on X 2025-07-15 17:30:19 UTC XXX followers, XX engagements
"Its pretty surprising how little competition & few publicly listed cos. remains in #Semi software $CDNS and $SNPS (who is acquiring $ANSS) The deal was announced XX mo ago: More inflation coming until @googleAI @grok figures out how to build better chips" @R_and_Invest on X 2025-07-14 14:55:15 UTC XXX followers, XX engagements
"Older Feb 2024 tweet: Saving it here. $ATRO is a monopoly in In-Seat Power reports tonight Recent mis-steps by mang to raise cash using ATM offering was driven by debt bankers. The co. grew too fast so needed money for WC. Burnt small cap investors. 2021 Revs $445M - $760M '21 EBTIDA $2M - $70M today An Aero peer $KAMN that doesnt have same market share was taken out (or taken under) at 15x EBITDA. My mental notes: 1) Aero KPIs very healthy especially for $ATRO's big market in Wide-Body jets that fly internationally. Load factors Available seat miles Rev/ASM and RPK rev pax kilometers were" @R_and_Invest on X 2025-07-15 17:16:58 UTC XXX followers, XX engagements
"Love listening to @andrewrsorkin and his interviews. Very thoughtful. It appears $Googl $Meta $Amzn $Msft are getting stronger. Powered by $Nvda $Amd $Avgo $TSM @Jessicalessin I think did a great job calling out @finkd BS a little bit. Its definitely about money than helping consumers. If it was helping consumers Mark would have shut down @RealityLabs and used $80B of those resources in making products better for consumers. Like @WhatsApp can become the next @Shopify + @PayPal a natural extension of chat. Again if you get a chance in @YouTube just listen to Andrews interviews. Its sometimes" @R_and_Invest on X 2025-07-17 17:12:53 UTC XXX followers, 1784 engagements
"Cloud capex by Bloomberg/BOA. $ORCL Stargate. There is no way an OpenAI secondary/money raise is not coming in 2H25. This is mind boggling. Now imagine all these guys doing capex yet the most amount of data is being processed on $GOOGL YT Gemini Search Cloud Workspace Drive Waymo. Capex intensity went from XX% to XX% for $GOOGL but $MSFT $META are at 31-35% No wonder the Fed Funds rate restriction isnt really making a dent" @R_and_Invest on X 2025-07-18 17:42:50 UTC XXX followers, XXX engagements