[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.] #  @SecondToKnow SecondToKnow SecondToKnow posts on X about ai, china, goldman sachs, target the most. They currently have X followers and XXX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::1982438409278001152/interactions)  - X Week XXX -XX% - X Month XXXXX +396,800% ### Mentions: XX [#](/creator/twitter::1982438409278001152/posts_active)  - X Week X -XX% - X Month XXX +15,200% ### Followers: X [#](/creator/twitter::1982438409278001152/followers)  - X Week X no change ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1982438409278001152/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) [stocks](/list/stocks) [countries](/list/countries) [technology brands](/list/technology-brands) [currencies](/list/currencies) [cryptocurrencies](/list/cryptocurrencies) [fashion brands](/list/fashion-brands) **Social topic influence** [ai](/topic/ai), [china](/topic/china), [goldman sachs](/topic/goldman-sachs), [target](/topic/target), [$hsbc](/topic/$hsbc) #136, [strong](/topic/strong), [$1b](/topic/$1b) #232, [$sli](/topic/$sli) #4, [$eqnr](/topic/$eqnr) #4, [finance](/topic/finance) **Top assets mentioned** [Goldman Sachs (GS)](/topic/goldman-sachs) [HSBC Holdings PLC (HSBC)](/topic/$hsbc) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Brookfield Asset Management Inc (BAM)](/topic/$bam) [Somnigroup International Inc. (SGI)](/topic/$sgi) [Legia Warsaw Fan Token (LEG)](/topic/$leg) [Chime Financial, Inc. Class A Common Stock (CHYM)](/topic/$chym) [Micron Technology, Inc. (MU)](/topic/$mu) [Microsoft Corp. (MSFT)](/topic/microsoft) [Exxon Mobil (XOM)](/topic/exxon-mobil) [Netflix Inc (NFLX)](/topic/$nflx) [Paramount Skydance Corporation Class B Common Stock (PSKY)](/topic/$psky) [Warner Bros Discovery, Inc. (WBD)](/topic/$wbd) [Morgan Stanley (MS)](/topic/morgan-stanley) [Home Depot, Inc. (HD)](/topic/$hd) [Novartis AG (NVS)](/topic/novartis) [Norwegian Cruise Line Holdings, Ltd. (NCLH)](/topic/$nclh) [Boston Scientific Corporation (BSX)](/topic/boston-scientific) [DoorDash, Inc. (DASH)](/topic/doordash) [Clearwater Analytics Holdings, Inc. (CWAN)](/topic/$cwan) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [MECHANICS BK RICHMOND CAL (MCHB)](/topic/$mchb) [Fifth Third Bancorp (FITB)](/topic/$fitb) [TJX Companies, Inc. (TJX)](/topic/$tjx) ### Top Social Posts Top posts by engagements in the last XX hours "**Brookfield $BAM Acquires Fosber for $900M in Major Packaging Machinery Deal** Brookfield is purchasing Italian corrugated-packaging machinery maker Fosber from China's Guangdong Dongfang Precision funding the deal with $480M from Brookfield Capital Partners and $" [X Link](https://x.com/SecondToKnow/status/1995462279790215355) 2025-12-01T11:57Z X followers, XX engagements "**Somnigroup $SGI Offers $12/Share All-Stock Takeover of Leggett & Platt $LEG: XX% Premium No Financing Contingencies Response Needed by Dec 22**" [X Link](https://x.com/SecondToKnow/status/1995457865264345581) 2025-12-01T11:40Z X followers, XX engagements "**US S&P Manufacturing PMI for November Hits Final XXXX Beating Estimates of 51.9; Goldman Sachs Upgrades $CHYM to Buy with $XX Target Signaling XX% Upside.**" [X Link](https://x.com/SecondToKnow/status/1995506069746139231) 2025-12-01T14:51Z X followers, XX engagements "**HSBC Boosts Micron ($MU) with Buy Rating Targeting $XXX Amid Strong Growth Potential** Micron's shares have surged XXX% YTD despite recent market concerns. HSBC sees growth from DRAM price hikes margin expansion with 1gamma technology and significant gains in t" [X Link](https://x.com/SecondToKnow/status/1998347839747817690) 2025-12-09T11:03Z X followers, X engagements "**Home Depot Maintains Conservative FY25 Guidance Amidst Economic Pressures** - FY25: X% sales growth slightly positive comps EPS down X% from 2024 margin 12.6%. - Early FY26: Flat to +2% comps EPS flat to +4%; recovery case of X% to X% sales growth. - Chin" [X Link](https://x.com/SecondToKnow/status/1998350333748088903) 2025-12-09T11:13Z X followers, X engagements "**Smackover Lithium Secures $1B in Funding Interest for Arkansas Lithium Project** Smackover Lithium a joint venture between Standard Lithium ($SLI) and Equinor ($EQNR) has attracted over $1B in funding interest from EXIM Export Finance Norway and another ECA to a" [X Link](https://x.com/SecondToKnow/status/1998384826622046374) 2025-12-09T13:30Z X followers, XX engagements "**FDA Intensifies Safety Review of Approved Infant RSV Treatments** Smackover Lithium a joint venture of Standard Lithium ($SLI) and Equinor ($EQNR) reports over $1B in interest from EXIM Export Finance Norway and another ECA to fund its lithium project in South We" [X Link](https://x.com/SecondToKnow/status/1998400968350650760) 2025-12-09T14:34Z X followers, X engagements "**Bid Battle for Warner Bros Discovery: Paramount Skydance vs. Netflix** - Paramount Skydance offers $30/share all-cash pegging WBD's value at $108B. - Involvement from Ellison Gulf Capital and Kushner with promises of swift deal closure and favorable antitrust pos" [X Link](https://x.com/SecondToKnow/status/1998140298636021803) 2025-12-08T21:19Z X followers, XX engagements "**S&P XXX FOMC Day Reactions in 2023: Mixed Signals Reflect Market Uncertainty** - JAN: -XXXX% (Pause) - MAR: +1.06% (Pause) - MAY: +0.43% (Pause) - JUN: -XXXX% (Pause) - JUL: -XXXX% (Pause) - SEP: -XXXX% (25bps Cut) - OCT: +0.05% (25bps Cut) - DEC: Impl" [X Link](https://x.com/SecondToKnow/status/1998313433926680684) 2025-12-09T08:47Z X followers, XX engagements "**NVIDIA's Potential AI Revenue Surge: Trump's China Deal Could Boost EPS by XX Cents per $10B** President Trump announces approval for NVIDIA to supply H200 AI chips in China increasing sales tax from XX% to 25%. H200 outperforming H20 faces scrutiny from Congress" [X Link](https://x.com/SecondToKnow/status/1998325307443433877) 2025-12-09T09:34Z X followers, XX engagements "**EssilorLuxottica Shares Plunge XXX% Losing Over 6B Amid Googles AI Glasses Plans**" [X Link](https://x.com/SecondToKnow/status/1998354172157018278) 2025-12-09T11:28Z X followers, XX engagements "**Microsoft to Invest Over $5.4B in Canadian Cloud and AI Infrastructure** Microsoft $MSFT plans to invest more than C$7.5B ($5.4B) in Canada within two years to enhance its cloud and AI capabilities increasing local data center capacity. **HSBC Initiates Coverage" [X Link](https://x.com/SecondToKnow/status/1998354266151440815) 2025-12-09T11:29Z X followers, XX engagements "**December Fed Meeting: XX% Odds for Hawkish 25bp Rate Cut** Markets and analysts anticipate a 25bp rate cut with a strong consensus among major banks. The dot plot remains mostly unchanged since September" [X Link](https://x.com/SecondToKnow/status/1998426948259737628) 2025-12-09T16:18Z X followers, XX engagements "**FED RATE CUTS TO ELEVATE RISK ASSETS SAYS NEUBERGER CIO** Shannon Saccocia anticipates that impending Fed rate cuts and AI-driven productivity will enhance equities and risk assets historically favoring stock performance outside of recession periods" [X Link](https://x.com/SecondToKnow/status/1998426998562025689) 2025-12-09T16:18Z X followers, XX engagements "**ExxonMobil Boosts 2030 Targets: $25B Higher Earnings $35B More Free Cash Flow**" [X Link](https://x.com/SecondToKnow/status/1998361763008725362) 2025-12-09T11:59Z X followers, X engagements "**SpaceX Plans 2026 IPO Targeting $1.5T Valuation and Over $30B Raise** - Expected sales: $15B in 2025 $22B-$24B in 2026 - X% float could surpass Saudi Aramco's $29B record" [X Link](https://x.com/SecondToKnow/status/1998508790224925018) 2025-12-09T21:43Z X followers, XX engagements "**WARREN: PARAMOUNT-SKYDANCE DEAL TRIGGERS MAJOR ANTITRUST ALERT $PSKY $NFLX $WBD**" [X Link](https://x.com/SecondToKnow/status/1998107814628094082) 2025-12-08T19:10Z X followers, XX engagements "**HelloFresh Faces Decline as Morgan Stanley Highlights Struggles in US Ready-to-Eat Division** - Stock down significantly following Morgan Stanley's report. - Ongoing deterioration in Factor HelloFresh's ready-to-eat unit. - 2026 RTE revenue projected flat. - 2026 m" [X Link](https://x.com/SecondToKnow/status/1998310440213066185) 2025-12-09T08:35Z X followers, XX engagements "**SK Hynix Considers XXX% US ADR Listing to Boost Valuation and Compete with Micron**" [X Link](https://x.com/SecondToKnow/status/1998326701533638969) 2025-12-09T09:39Z X followers, XX engagements "**Headline: Home Depot Optimistic About Housing Market Recovery; Novartis Teams Up with Relation Therapeutics for $55M AI-Driven Drug Discovery** - Home Depot ($HD) expects housing pressures to rebound boosting home-improvement growth. - Novartis ($NVS) partners wi" [X Link](https://x.com/SecondToKnow/status/1998350847663620525) 2025-12-09T11:15Z X followers, XX engagements "**HASSETT: GDP Growth Potential Exceeds X% Possibly 4%+**" [X Link](https://x.com/SecondToKnow/status/1998407750879965324) 2025-12-09T15:01Z X followers, X engagements "Nvidia's $NVDA H200 Chips Face US Security Review Before Exporting to China" [X Link](https://x.com/SecondToKnow/status/1998478644713271435) 2025-12-09T19:43Z X followers, XX engagements "**China's November CPI Slightly Rises to XXX% PPI Drops 2.2%: Profit Pressures Mount**" [X Link](https://x.com/SecondToKnow/status/1998679864665165907) 2025-12-10T09:03Z X followers, X engagements "**Goldman Sachs Downgrades $NCLH to Neutral Cuts Price Target to $XX Amid Caribbean Supply Concerns** Analyst Lizzie Dove cites unfavorable risk-reward dynamics for 2026 driven by NCLH's overexposure to the Caribbean market and potential yield pressure from aggressi" [X Link](https://x.com/SecondToKnow/status/1998318837339431165) 2025-12-09T09:08Z X followers, XX engagements "**Raymond James Releases 2026 Analyst Best Picks: Key Stocks Include Boston Scientific Chubb and DoorDash** Taiwan's November Exports Surge XX% YoY to Record $64B Driven by AI and Chip Demand. December Exports Expected to Rise 40-45% YoY" [X Link](https://x.com/SecondToKnow/status/1998340855711576209) 2025-12-09T10:36Z X followers, XX engagements "**JPMorgan: Emerging Markets Thrive with Weaker or Stable USD**" [X Link](https://x.com/SecondToKnow/status/1998374142845096348) 2025-12-09T12:48Z X followers, X engagements "**China to Limit Access to Nvidia H200 Chips Despite Trump Export Approval** China is set to impose restrictions on Nvidias H200 AI chips even following former President Trump's export endorsement. Regulators are contemplating a controlled approval process for buyer" [X Link](https://x.com/SecondToKnow/status/1998388987367477445) 2025-12-09T13:47Z X followers, XX engagements "**Fed Anticipates Rate Cut to 3.50%-3.75% & $45B Monthly Treasury Bill Purchases**" [X Link](https://x.com/SecondToKnow/status/1998397049662755033) 2025-12-09T14:19Z X followers, XX engagements "DA DAVIDSON: $CWAN VALUED UP TO $XX PER SHARE IN A BUYOUT; GOOGLE CLOUDS GEMINI CHOSEN FOR U.S. MILITARY AI PLATFORM" [X Link](https://x.com/SecondToKnow/status/1998426780332388704) 2025-12-09T16:17Z X followers, XXX engagements "**Solid Demand at US 10Y Auction Yield Rises to 4.175%**: Treasury sells $39B in 10-year notes; bid-to-cover hits XXXX. JPM's Marianne Lake warns of a "fragile" consumer backdrop forecasts 2025 card charge-offs at XXX% and expects modest Q4 revenue growth" [X Link](https://x.com/SecondToKnow/status/1998461506611011794) 2025-12-09T18:35Z X followers, XX engagements "**Mechanics Bancorp $MCHB Sells $1.8B Fannie Mae DUS Business to Fifth Third $FITB Closing in Q1 2026** **SPACEX Aiming for $30B IPO in 2026 at $1.5T Valuation Sources Say**" [X Link](https://x.com/SecondToKnow/status/1998508997369057335) 2025-12-09T21:44Z X followers, XX engagements "**Guggenheim Initiates Retail Coverage: Buy Recommendations on Nike Ross TJX On Running Birkenstock and Under Armour; GE Increases Buyback to $10B and Doubles Dividend**" [X Link](https://x.com/SecondToKnow/status/1998509416212320615) 2025-12-09T21:45Z X followers, XX engagements "**TSMC Boosts CoWoS Capacity: 127k Wafers Monthly by 2026 $NVDA Secures Half** TSMC's advanced CoWoS packaging capacity is set to reach 127k wafers per month by 2026 with non-TSMC providers at 40k. NVIDIA is projected to reserve over XX% of this volume through 2026-" [X Link](https://x.com/SecondToKnow/status/1998697201317314878) 2025-12-10T10:12Z X followers, X 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.]
@SecondToKnow SecondToKnowSecondToKnow posts on X about ai, china, goldman sachs, target the most. They currently have X followers and XXX posts still getting attention that total XXX engagements in the last XX hours.
Social category influence finance stocks countries technology brands currencies cryptocurrencies fashion brands
Social topic influence ai, china, goldman sachs, target, $hsbc #136, strong, $1b #232, $sli #4, $eqnr #4, finance
Top assets mentioned Goldman Sachs (GS) HSBC Holdings PLC (HSBC) NVIDIA Corp. (NVDA) Brookfield Asset Management Inc (BAM) Somnigroup International Inc. (SGI) Legia Warsaw Fan Token (LEG) Chime Financial, Inc. Class A Common Stock (CHYM) Micron Technology, Inc. (MU) Microsoft Corp. (MSFT) Exxon Mobil (XOM) Netflix Inc (NFLX) Paramount Skydance Corporation Class B Common Stock (PSKY) Warner Bros Discovery, Inc. (WBD) Morgan Stanley (MS) Home Depot, Inc. (HD) Novartis AG (NVS) Norwegian Cruise Line Holdings, Ltd. (NCLH) Boston Scientific Corporation (BSX) DoorDash, Inc. (DASH) Clearwater Analytics Holdings, Inc. (CWAN) Alphabet Inc Class A (GOOGL) MECHANICS BK RICHMOND CAL (MCHB) Fifth Third Bancorp (FITB) TJX Companies, Inc. (TJX)
Top posts by engagements in the last XX hours
"Brookfield $BAM Acquires Fosber for $900M in Major Packaging Machinery Deal Brookfield is purchasing Italian corrugated-packaging machinery maker Fosber from China's Guangdong Dongfang Precision funding the deal with $480M from Brookfield Capital Partners and $"
X Link 2025-12-01T11:57Z X followers, XX engagements
"Somnigroup $SGI Offers $12/Share All-Stock Takeover of Leggett & Platt $LEG: XX% Premium No Financing Contingencies Response Needed by Dec 22"
X Link 2025-12-01T11:40Z X followers, XX engagements
"US S&P Manufacturing PMI for November Hits Final XXXX Beating Estimates of 51.9; Goldman Sachs Upgrades $CHYM to Buy with $XX Target Signaling XX% Upside."
X Link 2025-12-01T14:51Z X followers, XX engagements
"HSBC Boosts Micron ($MU) with Buy Rating Targeting $XXX Amid Strong Growth Potential Micron's shares have surged XXX% YTD despite recent market concerns. HSBC sees growth from DRAM price hikes margin expansion with 1gamma technology and significant gains in t"
X Link 2025-12-09T11:03Z X followers, X engagements
"Home Depot Maintains Conservative FY25 Guidance Amidst Economic Pressures - FY25: X% sales growth slightly positive comps EPS down X% from 2024 margin 12.6%. - Early FY26: Flat to +2% comps EPS flat to +4%; recovery case of X% to X% sales growth. - Chin"
X Link 2025-12-09T11:13Z X followers, X engagements
"Smackover Lithium Secures $1B in Funding Interest for Arkansas Lithium Project Smackover Lithium a joint venture between Standard Lithium ($SLI) and Equinor ($EQNR) has attracted over $1B in funding interest from EXIM Export Finance Norway and another ECA to a"
X Link 2025-12-09T13:30Z X followers, XX engagements
"FDA Intensifies Safety Review of Approved Infant RSV Treatments Smackover Lithium a joint venture of Standard Lithium ($SLI) and Equinor ($EQNR) reports over $1B in interest from EXIM Export Finance Norway and another ECA to fund its lithium project in South We"
X Link 2025-12-09T14:34Z X followers, X engagements
"Bid Battle for Warner Bros Discovery: Paramount Skydance vs. Netflix - Paramount Skydance offers $30/share all-cash pegging WBD's value at $108B. - Involvement from Ellison Gulf Capital and Kushner with promises of swift deal closure and favorable antitrust pos"
X Link 2025-12-08T21:19Z X followers, XX engagements
"S&P XXX FOMC Day Reactions in 2023: Mixed Signals Reflect Market Uncertainty - JAN: -XXXX% (Pause) - MAR: +1.06% (Pause) - MAY: +0.43% (Pause) - JUN: -XXXX% (Pause) - JUL: -XXXX% (Pause) - SEP: -XXXX% (25bps Cut) - OCT: +0.05% (25bps Cut) - DEC: Impl"
X Link 2025-12-09T08:47Z X followers, XX engagements
"NVIDIA's Potential AI Revenue Surge: Trump's China Deal Could Boost EPS by XX Cents per $10B President Trump announces approval for NVIDIA to supply H200 AI chips in China increasing sales tax from XX% to 25%. H200 outperforming H20 faces scrutiny from Congress"
X Link 2025-12-09T09:34Z X followers, XX engagements
"EssilorLuxottica Shares Plunge XXX% Losing Over 6B Amid Googles AI Glasses Plans"
X Link 2025-12-09T11:28Z X followers, XX engagements
"Microsoft to Invest Over $5.4B in Canadian Cloud and AI Infrastructure Microsoft $MSFT plans to invest more than C$7.5B ($5.4B) in Canada within two years to enhance its cloud and AI capabilities increasing local data center capacity. **HSBC Initiates Coverage"
X Link 2025-12-09T11:29Z X followers, XX engagements
"December Fed Meeting: XX% Odds for Hawkish 25bp Rate Cut Markets and analysts anticipate a 25bp rate cut with a strong consensus among major banks. The dot plot remains mostly unchanged since September"
X Link 2025-12-09T16:18Z X followers, XX engagements
"FED RATE CUTS TO ELEVATE RISK ASSETS SAYS NEUBERGER CIO Shannon Saccocia anticipates that impending Fed rate cuts and AI-driven productivity will enhance equities and risk assets historically favoring stock performance outside of recession periods"
X Link 2025-12-09T16:18Z X followers, XX engagements
"ExxonMobil Boosts 2030 Targets: $25B Higher Earnings $35B More Free Cash Flow"
X Link 2025-12-09T11:59Z X followers, X engagements
"SpaceX Plans 2026 IPO Targeting $1.5T Valuation and Over $30B Raise - Expected sales: $15B in 2025 $22B-$24B in 2026 - X% float could surpass Saudi Aramco's $29B record"
X Link 2025-12-09T21:43Z X followers, XX engagements
"WARREN: PARAMOUNT-SKYDANCE DEAL TRIGGERS MAJOR ANTITRUST ALERT $PSKY $NFLX $WBD"
X Link 2025-12-08T19:10Z X followers, XX engagements
"HelloFresh Faces Decline as Morgan Stanley Highlights Struggles in US Ready-to-Eat Division - Stock down significantly following Morgan Stanley's report. - Ongoing deterioration in Factor HelloFresh's ready-to-eat unit. - 2026 RTE revenue projected flat. - 2026 m"
X Link 2025-12-09T08:35Z X followers, XX engagements
"SK Hynix Considers XXX% US ADR Listing to Boost Valuation and Compete with Micron"
X Link 2025-12-09T09:39Z X followers, XX engagements
"Headline: Home Depot Optimistic About Housing Market Recovery; Novartis Teams Up with Relation Therapeutics for $55M AI-Driven Drug Discovery - Home Depot ($HD) expects housing pressures to rebound boosting home-improvement growth. - Novartis ($NVS) partners wi"
X Link 2025-12-09T11:15Z X followers, XX engagements
"HASSETT: GDP Growth Potential Exceeds X% Possibly 4%+"
X Link 2025-12-09T15:01Z X followers, X engagements
"Nvidia's $NVDA H200 Chips Face US Security Review Before Exporting to China"
X Link 2025-12-09T19:43Z X followers, XX engagements
"China's November CPI Slightly Rises to XXX% PPI Drops 2.2%: Profit Pressures Mount"
X Link 2025-12-10T09:03Z X followers, X engagements
"Goldman Sachs Downgrades $NCLH to Neutral Cuts Price Target to $XX Amid Caribbean Supply Concerns Analyst Lizzie Dove cites unfavorable risk-reward dynamics for 2026 driven by NCLH's overexposure to the Caribbean market and potential yield pressure from aggressi"
X Link 2025-12-09T09:08Z X followers, XX engagements
"Raymond James Releases 2026 Analyst Best Picks: Key Stocks Include Boston Scientific Chubb and DoorDash Taiwan's November Exports Surge XX% YoY to Record $64B Driven by AI and Chip Demand. December Exports Expected to Rise 40-45% YoY"
X Link 2025-12-09T10:36Z X followers, XX engagements
"JPMorgan: Emerging Markets Thrive with Weaker or Stable USD"
X Link 2025-12-09T12:48Z X followers, X engagements
"China to Limit Access to Nvidia H200 Chips Despite Trump Export Approval China is set to impose restrictions on Nvidias H200 AI chips even following former President Trump's export endorsement. Regulators are contemplating a controlled approval process for buyer"
X Link 2025-12-09T13:47Z X followers, XX engagements
"Fed Anticipates Rate Cut to 3.50%-3.75% & $45B Monthly Treasury Bill Purchases"
X Link 2025-12-09T14:19Z X followers, XX engagements
"DA DAVIDSON: $CWAN VALUED UP TO $XX PER SHARE IN A BUYOUT; GOOGLE CLOUDS GEMINI CHOSEN FOR U.S. MILITARY AI PLATFORM"
X Link 2025-12-09T16:17Z X followers, XXX engagements
"Solid Demand at US 10Y Auction Yield Rises to 4.175%: Treasury sells $39B in 10-year notes; bid-to-cover hits XXXX. JPM's Marianne Lake warns of a "fragile" consumer backdrop forecasts 2025 card charge-offs at XXX% and expects modest Q4 revenue growth"
X Link 2025-12-09T18:35Z X followers, XX engagements
"Mechanics Bancorp $MCHB Sells $1.8B Fannie Mae DUS Business to Fifth Third $FITB Closing in Q1 2026 SPACEX Aiming for $30B IPO in 2026 at $1.5T Valuation Sources Say"
X Link 2025-12-09T21:44Z X followers, XX engagements
"Guggenheim Initiates Retail Coverage: Buy Recommendations on Nike Ross TJX On Running Birkenstock and Under Armour; GE Increases Buyback to $10B and Doubles Dividend"
X Link 2025-12-09T21:45Z X followers, XX engagements
"TSMC Boosts CoWoS Capacity: 127k Wafers Monthly by 2026 $NVDA Secures Half TSMC's advanced CoWoS packaging capacity is set to reach 127k wafers per month by 2026 with non-TSMC providers at 40k. NVIDIA is projected to reserve over XX% of this volume through 2026-"
X Link 2025-12-10T10:12Z X followers, X engagements
/creator/x::SecondToKnow