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# ![@ResearchQf Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1204134753324142594.png) @ResearchQf QF Research

There is no news or social post specifically about QF Research. The provided tweets appear to be about other companies and economic data, including MP Materials, LITE, and CPI core data. No information is available about QF Research.

### Engagements: XXXXX [#](/creator/twitter::1204134753324142594/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1204134753324142594/c:line/m:interactions.svg)

- X Week XXXXXX -XX%
- X Month XXXXXXX +14%
- X Months XXXXXXXXX +12%
- X Year XXXXXXXXX +26%

### Mentions: XX [#](/creator/twitter::1204134753324142594/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1204134753324142594/c:line/m:posts_active.svg)

- X Week XX +2.30%
- X Month XX +60%
- X Months XXX -XX%
- X Year XXX +23%

### Followers: XXXXXX [#](/creator/twitter::1204134753324142594/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1204134753324142594/c:line/m:followers.svg)

- X Week XXXXXX +0.26%
- X Month XXXXXX +1.70%
- X Months XXXXXX +14%
- X Year XXXXXX +32%

### CreatorRank: XXXXXXX [#](/creator/twitter::1204134753324142594/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1204134753324142594/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1204134753324142594/influence)
---

**Social category influence**
[stocks](/list/stocks)  XX% [technology brands](/list/technology-brands)  XXXXX% [finance](/list/finance)  XXXX% [automotive brands](/list/automotive-brands)  XXXX% [celebrities](/list/celebrities)  X% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [countries](/list/countries)  XXXX% [fashion brands](/list/fashion-brands)  XXXX%

**Social topic influence**
[$nvda](/topic/$nvda) 6.67%, [$tsla](/topic/$tsla) #243, [nvda](/topic/nvda) 4%, [$googl](/topic/$googl) #2242, [stocks](/topic/stocks) 4%, [$3661tw](/topic/$3661tw) 2.67%, [googl](/topic/googl) 2.67%, [inference](/topic/inference) #45, [dec](/topic/dec) 2.67%, [$mrvl](/topic/$mrvl) XXXX%

**Top accounts mentioned or mentioned by**
[@openai](/creator/undefined) [@rhyconomist](/creator/undefined) [@terrylennox](/creator/undefined) [@citrini7](/creator/undefined) [@monkechevarria](/creator/undefined) [@yourpersonaltr1](/creator/undefined) [@grok](/creator/undefined) [@cimar77](/creator/undefined)

**Top assets mentioned**
[NVIDIA Corp. (NVDA)](/topic/$nvda) [Tesla, Inc. (TSLA)](/topic/$tsla) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Marvell Technology Inc (MRVL)](/topic/$mrvl) [CoreWeave, Inc. (CRWV)](/topic/$crwv) [Microsoft Corp. (MSFT)](/topic/$msft) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Applied Blockchain, Inc. Common Stock (APLD)](/topic/$apld) [Spotify Technology (SPOT)](/topic/$spot) [Northrop Grumman Corporation (NOC)](/topic/$noc) [Limitus (LMT)](/topic/$lmt) [Raytheon Technologies Corp (RTX)](/topic/$rtx) [Oracle Corporation (ORCL)](/topic/$orcl) [Taiwan Semiconductor (TSM)](/topic/$tsm)
### Top Social Posts [#](/creator/twitter::1204134753324142594/posts)
---
Top posts by engagements in the last XX hours

"5) Still much more comfortable with conspiracy theory accounts"  
![@ResearchQf Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1204134753324142594.png) [@ResearchQf](/creator/x/ResearchQf) on [X](/post/tweet/1947434968713728213) 2025-07-21 23:14:12 UTC 14.5K followers, 2400 engagements


"1) Even in an AI overfill environment tactical downside trades (exit long and/or short) can work. $CRWV is down XX% in less than X weeks. Can't time perfectly but can improve risk/reward with secular bull framework of later higher and more expensive. Esp true for AI and small float causing huge short interest %. Squeezes any given day are always possible. Lock-up expiry is in Sep but earlier share sale can occur with a waiver from MS and consent from Magnetar"  
![@ResearchQf Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1204134753324142594.png) [@ResearchQf](/creator/x/ResearchQf) on [X](/post/tweet/1946240202084692391) 2025-07-18 16:06:38 UTC 14.5K followers, 3774 engagements


"3) MRVL finished JPM CES fireside. Trainium X vs Alchip question. $AMZN is sensitive so again no direct answer. Still bigger space of possibilities than just win vs lose but MRVL answer added a little more uncertainty. $MSFT opportunity reiterated. Numbers are still too low"  
![@ResearchQf Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1204134753324142594.png) [@ResearchQf](/creator/x/ResearchQf) on [X](/post/tweet/1876312835946659858) 2025-01-06 17:00:14 UTC 14.5K followers, 2587 engagements


"2) Sundar said 480T tokens were processed in Apr at their I/O. Now that's 980T tokens or 2x growth in X months. Not super surprising with huge M/M inference growth data and Gemini share gain but still . AI accelerated early '25 and looks vertical"  
![@ResearchQf Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1204134753324142594.png) [@ResearchQf](/creator/x/ResearchQf) on [X](/post/tweet/1948152697321902480) 2025-07-23 22:46:12 UTC 14.5K followers, 4669 engagements


"4) Here's another Tier X IB that has local offices globally. GS AI server model as of late March before Liberation Day. GS modeled AI servers falling XX% Q/Q in Q3. Anyone who believed this would've been short $NVDA and AI stocks in general. Some doubled or more since then. Again these are mostly assumptions & opinions. Not to pick on GS. But these were posted for engagement or $'s again with no real analysis. LT charts are almost always opinions. It's hard to predict what happens next month or Q much less over 2-5 year trajectories. Take a look at internet or wireless predictions from"  
![@ResearchQf Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1204134753324142594.png) [@ResearchQf](/creator/x/ResearchQf) on [X](/post/tweet/1947434966247153766) 2025-07-21 23:14:12 UTC 14.5K followers, 1782 engagements


"Discussed $MRVL often until company reported prior Q in Dec. "Upside skew." But have been quiet lately for a few reasons. Expectations were very high for a big ST beat & raise. Some channel checks indicated 2M Trainium X this year. Shares still sold off as every check confirmed Alchip 3nm "win". I.e. market expected much bigger rev next few Q but with fear of a rev peak soon and risk of an air pocket. Jan Q results were opposite in almost every way. Conclusion 1st. Stock may actually be worth more today than yesterday. But it's much cheaper today. Stock also roundtripped to summer levels yet"  
![@ResearchQf Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1204134753324142594.png) [@ResearchQf](/creator/x/ResearchQf) on [X](/post/tweet/1897668560232599573) 2025-03-06 15:20:16 UTC 14.5K followers, 5567 engagements


"8) management is critical. If spec positions are sized properly and took cost+ out when stock runs and become oversized optionality remains. These can correct XX% for no reason or 50%+ on a bad Q. That's one shorter term physical AI theme. Others later"  
![@ResearchQf Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1204134753324142594.png) [@ResearchQf](/creator/x/ResearchQf) on [X](/post/tweet/1947107863127568568) 2025-07-21 01:34:24 UTC 14.5K followers, 3012 engagements


"1) Wow H20 and the GB30 equivalent $NVDA blog. Didn't realize Jensen was such a diplomat"  
![@ResearchQf Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1204134753324142594.png) [@ResearchQf](/creator/x/ResearchQf) on [X](/post/tweet/1944940459635150955) 2025-07-15 02:01:55 UTC 14.5K followers, 8669 engagements


"1) FYI into $TSLA earnings. $TSLA is down XX% YTD and since this post. Both absolute and big relative underperformance. Q2 cons kept declining. Deliveries were 384K vs 418K cons as of May XX. Q3 cons = 435K. Q4 cons = 474K. BBB eliminated $7500 EV tax credit as of Sep XX. This means US pull-in Q3 but Q4 in a declining environment. EU data QTD not very good but very early. And ZEV credit impact next year"  
![@ResearchQf Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1204134753324142594.png) [@ResearchQf](/creator/x/ResearchQf) on [X](/post/tweet/1948057409190039725) 2025-07-23 16:27:34 UTC 14.5K followers, 6453 engagements


"1) Words "upside skew" wasn't an accident. There was big options component in $MRVL trade. But this post is about ease of options strategies with simple AI. Advice on when to use options later in thread. a) $XX call 12/20 expiration: Cost $XXX. Last trade = $XXXXX. Not bad"  
![@ResearchQf Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1204134753324142594.png) [@ResearchQf](/creator/x/ResearchQf) on [X](/post/tweet/1868802724848165276) 2024-12-16 23:37:44 UTC 14.5K followers, 25.9K engagements


"3) biz is down 2/3 peak-to-trough but bottomed and are beginning to grow cyclically again. Despite ramp custom ASICs at AWS will be fraction of $AVGO TPU at $GOOGL. Inferentia XXX also soon. Then other hyperscaler design wins will ramp. Huge TAMs. Monitor Alchip in Taiwan"  
![@ResearchQf Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1204134753324142594.png) [@ResearchQf](/creator/x/ResearchQf) on [X](/post/tweet/1852110902515937601) 2024-10-31 22:10:24 UTC 14.5K followers, 1555 engagements


"1) $TSLA. "Yes we probably could have a few rough quarters." Q4 cons of 474K looked awfully high with tax credits going away Q2 deliveries were 384K a big miss vs earlier expectations. Q3 cons was 435K yesterday. There's a very long history in many countries of big pull-ins then big step-downs after credits expire for EVs solar wind etc"  
![@ResearchQf Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1204134753324142594.png) [@ResearchQf](/creator/x/ResearchQf) on [X](/post/tweet/1948504699663004055) 2025-07-24 22:04:56 UTC 14.5K followers, 3220 engagements


"2) Tactical only. CRWV will prob be a long again at some level & time depending on supply dynamics but more importantly AI token demand growth. Sure depreciation. Other tier 2's such as $NBIS and $APLD outperformed CRWV 60-70% last few months (part of the AI overflow went to $APLD). Less overhang and "cheaper.""  
![@ResearchQf Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1204134753324142594.png) [@ResearchQf](/creator/x/ResearchQf) on [X](/post/tweet/1946240204358271220) 2025-07-18 16:06:38 UTC 14.5K followers, 1906 engagements


"1) $GOOGL down but AI is pretty good. GCP $13.6B vs $13.1B cons and up +32 Y/Y vs +27% cons. OP $2.8B vs $2.25B cons. OM rose to XXXX% from XXXX% last Q. Capex $22.4B vs $18.2B cons. Raised '25 capex to $85B from $75B. We are "shipping at an incredible pace. AI is positively impacting every part of the business." Huge M/M growths of apps users and inference in all Google AI domains is making a real impact to its AI-related numbers. As always earnings call is still critical"  
![@ResearchQf Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1204134753324142594.png) [@ResearchQf](/creator/x/ResearchQf) on [X](/post/tweet/1948115480398422214) 2025-07-23 20:18:19 UTC 14.5K followers, 12.8K engagements


"1) The Information article yesterday had little incremental info but today's NYT & SCMP reports are worth reads. Conclusion first. Shippable H20 inventory is still lower than prior to the ban but still very significant and don't forget RTX 6000D. Today's reports support earlier conclusion that $NVDA opportunity in China is greater and possibly much greater. H20 wasn't specifically discussed in Geneva or London contrary to Lutnick comments but Bessent's "all part of a mosaic" sounds closer to the truth. Trump & advisors were "surprised by threat of Beijing's countermove." Depressing but"  
![@ResearchQf Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1204134753324142594.png) [@ResearchQf](/creator/x/ResearchQf) on [X](/post/tweet/1947014304533979273) 2025-07-20 19:22:38 UTC 14.5K followers, 9701 engagements


"1) AI songs are already pretty good. Take a listen. AI band The Velvet Sundown (named as a nod to The Velvet Underground) has 1.4M monthly listeners on $SPOT. "Dust on the Wind" has 1.8M plays but Spotify didn't realize it was AI until a few days ago"  
![@ResearchQf Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1204134753324142594.png) [@ResearchQf](/creator/x/ResearchQf) on [X](/post/tweet/1945842701045207062) 2025-07-17 13:47:06 UTC 14.5K followers, 10.3K engagements


"1) Defense sector update. Also one of physical AI-adjacent sectors with nearer catalysts. Korean K-Defense ETF is now up 2.7x YTD. Rheinmetall up 3X. SaaB 2.4x. US defense stocks are still underperforming e.g. $LMT is down YTD. $RTX $NOC up but much less. Korea can build quality stuff quickly and in volume. Not just ships or nuclear plants but high end military equipment. Possible new orders seemingly every week such as K9 VIDAR artillery for Norway IFVs for Romania MLRS for Egypt more Black Panthers etc etc. But there's shift to AI. Even US defense-related stocks with AI or autonomous"  
![@ResearchQf Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1204134753324142594.png) [@ResearchQf](/creator/x/ResearchQf) on [X](/post/tweet/1947107848724631783) 2025-07-21 01:34:21 UTC 14.5K followers, 6579 engagements


"3) Even submarines or destroyers. When $ORCL mentioned private clouds on naval vessels some asked why does a submarine need a mini-DC Larry Sam Sundar Elon Dario Jensen and other CEOs won't be able to talk details going forward. These announcements are tips of icebergs"  
![@ResearchQf Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1204134753324142594.png) [@ResearchQf](/creator/x/ResearchQf) on [X](/post/tweet/1947107853405188492) 2025-07-21 01:34:22 UTC 14.5K followers, XXX engagements


"Stock bounced hard. No idea if $TSLA goes higher ST but IT r/r seems more negative either relative or absolute. Data QTD not good vs Q2 delivery cons of 418K or +24% Q/Q. Subject to quick change. Despite Elon backing off DOGE and even his tone (but only some) brand damage continues. Competitors are rolling out flashy EVs at a fast clip. Models Y & X are old. We'll see soon but would guess Austin is likely more controlled vs fairly free parameters for $GOOGL's Waymo. 250K very safe rides/week In April up 5x Y/Y. DYODD"  
![@ResearchQf Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1204134753324142594.png) [@ResearchQf](/creator/x/ResearchQf) on [X](/post/tweet/1922701590429118856) 2025-05-14 17:12:35 UTC 14.5K followers, 9969 engagements


"Quanta and Wistron monthly revenue thru April if haven't seen. You prob saw Hon Hai $TSM and others. Quanta was +27% M/M in Mar to a new high but -XX% M/M in Apr. Wistron +48% in Mar but -XX% in Apr to a still a high level. If only saw March was that good for $NVDA racks Not necessarily. March GB200 shipments improved but these companies are in all sorts of non-AI supply chains. HH is a huge supplier for $AAPL. Or e.g. Quanta shipped 4.9M NBs in Mar vs 3.1M in Feb due to pull-ins. Wistron shipped 1.9M vs 1.5M. Non-AI servers etc. Some thought Apr down M/M was bad for AI systems. Not"  
![@ResearchQf Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1204134753324142594.png) [@ResearchQf](/creator/x/ResearchQf) on [X](/post/tweet/1921996540320870638) 2025-05-12 18:30:58 UTC 14.5K followers, 3170 engagements


"2) And very importantly b) AI militaries are inevitable. Shift has begun. Headlines & mentions in calls are widespread now despite secrecy. I.e. what's public is small % of what's planned. Drones or UAS now. Many signs point to missiles autonomous guns fighters tanks followed by robot soldiers etc"  
![@ResearchQf Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1204134753324142594.png) [@ResearchQf](/creator/x/ResearchQf) on [X](/post/tweet/1947107851509375377) 2025-07-21 01:34:21 UTC 14.5K followers, XXX engagements