# ![@TBU12345678 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1349795460.png) @TBU12345678 TBU

Several tech companies have recently reported earnings, with some experiencing significant reactions. $SMCI and $TXN have made headlines with their quarterly performances, with $SMCI's miss and $TXN's bookings being notable mentions. The semiconductor sector seems to be under scrutiny, with many stocks experiencing volatility.

### Engagements: [------] [#](/creator/twitter::1349795460/interactions)
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- [--] Month [-------] +43%
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- [--] Year [---------] +2,230%

### Mentions: [--] [#](/creator/twitter::1349795460/posts_active)
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- [--] Week [--] -32%
- [--] Month [--] +56%
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- [--] Year [---] +281%

### Followers: [-----] [#](/creator/twitter::1349795460/followers)
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- [--] Week [-----] +1.20%
- [--] Month [-----] +8%
- [--] Months [-----] +47%
- [--] Year [-----] +628%

### CreatorRank: [-------] [#](/creator/twitter::1349795460/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1349795460/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  #5261 [technology brands](/list/technology-brands)  38% [finance](/list/finance)  15% [cryptocurrencies](/list/cryptocurrencies)  #4780 [countries](/list/countries)  4% [currencies](/list/currencies)  3% [financial services](/list/financial-services)  #1924 [social networks](/list/social-networks)  1% [exchanges](/list/exchanges)  1% [automotive brands](/list/automotive-brands)  1%

**Social topic influence**
[$aapl](/topic/$aapl) #46, [$nvda](/topic/$nvda) #223, [$mu](/topic/$mu) #27, [ai](/topic/ai) 8%, [$dell](/topic/$dell) #2, [dell](/topic/dell) #185, [market](/topic/market) #2806, [$anet](/topic/$anet) #41, [$hpq](/topic/$hpq) #11, [$ntap](/topic/$ntap) #1

**Top accounts mentioned or mentioned by**
[@evrgn11112231](/creator/undefined) [@chairliftcap](/creator/undefined) [@rwang07](/creator/undefined) [@semianalysis](/creator/undefined) [@jukan05](/creator/undefined) [@cousingraig](/creator/undefined) [@alex_intel_](/creator/undefined) [@alexintel](/creator/undefined) [@waterworldcapi1](/creator/undefined) [@kairospraxis](/creator/undefined) [@pythiar](/creator/undefined) [@tenreirodaniel](/creator/undefined) [@insaneanalyst](/creator/undefined) [@buccocapital](/creator/undefined) [@bucknsf](/creator/undefined) [@viggykrishnan](/creator/undefined) [@arunabh85992578](/creator/undefined) [@clarktang](/creator/undefined) [@stevehou](/creator/undefined) [@contrariancurse](/creator/undefined)

**Top assets mentioned**
[Apple, Inc. (AAPL)](/topic/$aapl) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Micron Technology, Inc. (MU)](/topic/$mu) [Dell Technologies, Inc. (DELL)](/topic/$dell) [Arista Networks Inc (ANET)](/topic/$anet) [HP Inc (HPQ)](/topic/$hpq) [NetApp Inc. (NTAP)](/topic/$ntap) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Coldstack (CLS)](/topic/$cls) [Metadium (META)](/topic/$meta) [Microsoft Corp. (MSFT)](/topic/$msft) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Texas Instruments (TXN)](/topic/$txn) [KLA Corp (KLAC)](/topic/$klac) [Sandisk Corporation (SNDK)](/topic/$sndk) [Hewlett Packard Enterprise Co (HPE)](/topic/$hpe) [Advanced Micro Devices (AMD)](/topic/$amd) [Microchip Technology Inc. (MCHP)](/topic/$mchp) [Logitech International SA (LOGI)](/topic/$logi) [Cadence Design Systems Inc (CDNS)](/topic/$cdns) [Synopsys, Inc. (SNPS)](/topic/$snps) [Lam Research Corporation (LRCX)](/topic/$lrcx) [Marvell Technology Inc (MRVL)](/topic/$mrvl) [Unity Software Inc. (U)](/topic/$u) [Blue Owl Capital, Inc. (OWL)](/topic/$owl) [Apollo Global Management, Inc. (APO)](/topic/$apo) [CoreWeave, Inc (CRWV)](/topic/$crwv) [Orochi Network (ON)](/topic/$on) [CHEGG, INC. (CHGG)](/topic/$chgg) [NXP Semiconductors NV (NXPI)](/topic/$nxpi) [Tower Semiconductor Ltd (TSEM)](/topic/$tsem) [GlobalFoundries (GFS)](/topic/$gfs) [Lumentum Holdings Inc. Common Stock (LITE)](/topic/$lite) [Coherent Inc (COHR)](/topic/$cohr) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Dash (DASH)](/topic/$dash) [Mario Coin (COIN)](/topic/$coin) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Tesla, Inc. (TSLA)](/topic/$tsla) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Taiwan Semiconductor (TSM)](/topic/$tsm) [DraftKings Inc. Class A Common Stock (DKNG)](/topic/$dkng) [Duolingo, Inc.  (DUOL)](/topic/$duol)
### Top Social Posts
Top posts by engagements in the last [--] hours

"I think there have been very few new "themes" since October that have necessitated significant repositioning. as I look to Q4 EPS the following things stand out to me as potential unwinds: - consumer electronics doesn't die immediately which leads to short term covering (but I think people come back here pretty quickly so this is short lived) - the networking names $ANET $CLS actually roof numbers causing people who were sneaky short to cover - $TXN actually smashes numbers meaning analog short capital needs to either pound consumer electronics further or pound compute - $AMD roofs numbers on"  
[X Link](https://x.com/TBU12345678/status/2012210535287112146)  2026-01-16T17:09Z [----] followers, 23.2K engagements


"to be clear the above does not change the north star on $HPQ $LOGI $NTAP $DELL all getting wrecked this year so any rip is an opportunity"  
[X Link](https://x.com/TBU12345678/status/2012210854238769535)  2026-01-16T17:10Z [----] followers, [----] engagements


"not much to add to the SaaS debate other thanlook at $CDNS and $SNPS EDA literally the only software category where seats are like definitely increasing rel to enterprise PM workflow mumbojumbo numbers set up well and cheap rel to history"  
[X Link](https://x.com/TBU12345678/status/2013412024462594064)  2026-01-20T00:43Z [----] followers, 14.2K engagements


"@Alex_Intel_ $TSEM would have been pretty epic for them and still could be. $GFS kinda bad"  
[X Link](https://x.com/TBU12345678/status/2014364127724974483)  2026-01-22T15:46Z [----] followers, [----] engagements


"this week's parlay: - $TXN rips shorts and beats because nobody cares about a GM miss if utilizations are coming up - $ASML crushes orders but then $KLAC and $LRCX can't match the magnitude of the beat so the group takes a breather - meanwhile $META and $MSFT crush which moves money out of semis and into cheaper hyperscalers making last week's unwind even worse; $AAPL results are weak in comparison (evasive on GMs topline guide doesn't beat buyside) so continues to be hate sold until the summer - Samsung and Hynix beat and sound really good; the stocks keep rolling until someone needs to"  
[X Link](https://x.com/TBU12345678/status/2015546135147090308)  2026-01-25T22:03Z [----] followers, 24.6K engagements


"*MICRON TO INVEST $24B OVER [--] YEARS IN SINGAPORE NAND PLANT* as the prophecy foretold $SNDK $MU"  
[X Link](https://x.com/TBU12345678/status/2016141871957840253)  2026-01-27T13:30Z [----] followers, 87.4K engagements


"$AAPL smashing but showing zero margin leverage is total box company behavior.and we didn't even get to the scary memory part"  
[X Link](https://x.com/TBU12345678/status/2017007821930299771)  2026-01-29T22:51Z [----] followers, [----] engagements


"instead of a parlay brining back an old classic. after being a bear on $NVDA for the past few months (successfully) I think it's time to get constructive: - $MU $SNDK Hynix are great but they are all pricing in a stupid number of Rubin units; as do the buyside numbers for $LITE $COHR - $NVDA has drawn the most relative to the index outside of a semis down market and has just reversed that trend - they are about to see capex raises from hyperscale next week absolutely obliterate Q4 with GTC as a backstop which makes you scared about the wingy stuff since Jensen can zero them in one comment -"  
[X Link](https://x.com/TBU12345678/status/2017331961665126476)  2026-01-30T20:19Z [----] followers, 34.3K engagements


"Sanjay at $MU when spot prices are down for a week: "The market is in an itsy bitsy little gully right now. It's like everybody said ok that was crazy let's just all calm down.""  
[X Link](https://x.com/TBU12345678/status/2019090465136533546)  2026-02-04T16:47Z [----] followers, [----] engagements


"Sanjay: "I sold this DRAM module for $1 when it was built then [--] days later $2 then $5 [--] days ago. This company bought it for $10 yesterday. He'd let it go for that.it'll break his heart but he'll let it go." Baum: "Why is he selling" Sanjay: "He's not shipping product right now" $MRVL https://twitter.com/i/web/status/2019092791507267790 https://twitter.com/i/web/status/2019092791507267790"  
[X Link](https://x.com/TBU12345678/status/2019092791507267790)  2026-02-04T16:56Z [----] followers, [----] engagements


"@insane_analyst not quite the dogs playing poker but thought you'd like this one"  
[X Link](https://x.com/TBU12345678/status/2019132345220231554)  2026-02-04T19:33Z [----] followers, [----] engagements


"@buccocapital these things do not end because of overbuild they end because the cost of borrowing increases and ruins the DCF of jamming capex. for now rates down + visibility to future fcf is up given that roi being shown by hypers. why would we not jam more"  
[X Link](https://x.com/TBU12345678/status/2019238892294308089)  2026-02-05T02:37Z [----] followers, [----] engagements


"@BucknSF @WaterworldCapi1 those were both in rising rates environments. its not clear that inflation is nuts or that we are beginning a hiking cycle anew"  
[X Link](https://x.com/TBU12345678/status/2019241516590592120)  2026-02-05T02:47Z [----] followers, [---] engagements


"@evrgn11112231 @buccocapital last time it topped was when $MU QoQ pricing peaked. dont hate on memory its heresy"  
[X Link](https://x.com/TBU12345678/status/2019248392342499415)  2026-02-05T03:15Z [----] followers, [---] engagements


"given technicals there is a 50/50 chance "it's over" in AI. my prior is that it's not.but are there legitimate reasons that the market is sniffing out the end without us being in a rising rates regime (or not even on the cusp of one)"  
[X Link](https://x.com/TBU12345678/status/2019575501329953270)  2026-02-06T00:54Z [----] followers, 11.2K engagements


"@evrgn11112231 @viggy_krishnan putting CSPs aside for a sec.the $META core and $GOOG search businesses crushed.so there is very real ROI to this. fair on the technical piece but I'm a crazy person that tries to explain everything"  
[X Link](https://x.com/TBU12345678/status/2019580088459878753)  2026-02-06T01:13Z [----] followers, [---] engagements


"@evrgn11112231 @viggy_krishnan omg what if this is the dead decade for equities"  
[X Link](https://x.com/TBU12345678/status/2019580157200330923)  2026-02-06T01:13Z [----] followers, [---] engagements


"@Arunabh85992578 cant really call linearity cleanly. semi capex is accelerating in cy26 though"  
[X Link](https://x.com/TBU12345678/status/2019590544691982785)  2026-02-06T01:54Z [----] followers, [---] engagements


"@ChairliftCap its a doom loop tho if you dont spend you fall behind and get sold harder. race is to show roi"  
[X Link](https://x.com/TBU12345678/status/2019763109771051361)  2026-02-06T13:20Z [----] followers, [----] engagements


"@ChairliftCap what are you buying at something like $MSFT ex-cloud also if MSFT stops and $GOOG doesn't but is beating numbers and showing ROI I'd think that flows are definitely going out of MSFT into GOOG"  
[X Link](https://x.com/TBU12345678/status/2019769608199139455)  2026-02-06T13:46Z [----] followers, [---] engagements


"@_clarktang lmao I can't believe he actually was all over CNBC with Jensen today. love to see"  
[X Link](https://x.com/TBU12345678/status/2019824692618752044)  2026-02-06T17:25Z [----] followers, [---] engagements


"@rwang07 @SemiAnalysis_ good delineation between this is longer and this is different because we will decel next qtr"  
[X Link](https://x.com/TBU12345678/status/2019994839010652667)  2026-02-07T04:41Z [----] followers, [----] engagements


"@rwang07 @SemiAnalysis_ and congrats ray they are a great firm and you are a great hire"  
[X Link](https://x.com/TBU12345678/status/2019995013409910785)  2026-02-07T04:41Z [----] followers, [---] engagements


"TBU's weekend roundup: - if you were bearish on the American consumer put that away. stimulus is coming ppl waiting in FREEZING temperatures all over the West/East Village/Flatiron for the chance to spend money at places that Tiktok told them to go.but lines ever-so-slightly less; hard to tell if second deriv or a 1x-cold weather adjustment - $DASH and $UBER shockingly humane for not forcing delivery guys out in [--] degree weather props to them - the "tactics" of EPS becoming less interesting than thematics rn but things like OpEx-induced misses (see $AMD $AAPL) mean that modeling is not dead"  
[X Link](https://x.com/TBU12345678/status/2020567362324365633)  2026-02-08T18:36Z [----] followers, [----] engagements


"nvm $COIN was the most reprehensible ad"  
[X Link](https://x.com/TBU12345678/status/2020664564254204381)  2026-02-09T01:02Z [----] followers, [----] engagements


"find it interesting that the hardware names everyone agreed were f'ed a mere [--] weeks ago like $DELL $NTAP $AAPL $HPE etc have found their ways to green on the year"  
[X Link](https://x.com/TBU12345678/status/2021248125277503882)  2026-02-10T15:41Z [----] followers, [----] engagements


"this CY it is wildly interesting that (thus far) "buy at trough multiple vs. index" has been a wildly bad strategy whereas historically it's been pretty tried and true. look no further than megacap tech for historically cheap companies that are bidless every day. wonder why"  
[X Link](https://x.com/TBU12345678/status/2021341020252930337)  2026-02-10T21:50Z [----] followers, [----] engagements


"$135B of CY26 WFE spend and we are deluded enough to believe that no capacity will come online until [----] at the very earliest. Sensible Taiwan media: Rumors emerge that Micron may acquire Innoluxs Fab [--] in Taiwan. https://t.co/OZWVStyfpR Taiwan media: Rumors emerge that Micron may acquire Innoluxs Fab [--] in Taiwan. https://t.co/OZWVStyfpR"  
[X Link](https://x.com/TBU12345678/status/2021734629221220518)  2026-02-11T23:54Z [----] followers, 10.3K engagements


"LMAO top find it interesting that the hardware names everyone agreed were f'ed a mere [--] weeks ago like $DELL $NTAP $AAPL $HPE etc have found their ways to green on the year find it interesting that the hardware names everyone agreed were f'ed a mere [--] weeks ago like $DELL $NTAP $AAPL $HPE etc have found their ways to green on the year"  
[X Link](https://x.com/TBU12345678/status/2021968631446614161)  2026-02-12T15:24Z [----] followers, [----] engagements


"@stevehou some of these guys like $U are straight missing numbers. some stuff is out with the bath water but generally earnings are eh. can even look at stuff like S&P industrial earnings revisions since [--]. straight line down even still"  
[X Link](https://x.com/TBU12345678/status/2022393358493323584)  2026-02-13T19:32Z [----] followers, [---] engagements


"$OWL: "I focus on the neoclouds you know once they find out they're getting a GPU they sign where you tell them to sign don't ask questions don't understand the rates" Baum: "And you target neoclouds too" $OWL: "Their credit actually isn't bad enough for him" $APO: "I'm a yield guy" $CRWV $NBIS https://twitter.com/i/web/status/2018092206410891760 https://twitter.com/i/web/status/2018092206410891760"  
[X Link](https://x.com/TBU12345678/status/2018092206410891760)  2026-02-01T22:40Z [----] followers, 23.5K engagements


"RIP to the Mag7 Era: Jan 2023-Jan [----] $AAPL $NVDA $META $GOOG $MSFT $AMZN $TSLA"  
[X Link](https://x.com/TBU12345678/status/2022411615027757554)  2026-02-13T20:44Z [----] followers, [----] engagements


"good times create hard comps hard comps create hard times hard times create easy comps easy comps create good times"  
[X Link](https://x.com/TBU12345678/status/1919760487496941754)  2025-05-06T14:25Z [----] followers, 69.8K engagements


"CES recap: 1/ only thing $NVDA accomplished in this keynote was pumping $SNPS and $CDNS bags. yawn"  
[X Link](https://x.com/TBU12345678/status/2008303197858001095)  2026-01-05T22:22Z [----] followers, 22.4K engagements


"Enrique Lores moving from CEO of $HPQ to CEO of $PYPL nuking the stocks of both companies is just a really impressive compliment and speaks to the man's eye for quality"  
[X Link](https://x.com/TBU12345678/status/2018682423387533550)  2026-02-03T13:46Z [----] followers, 44K engagements


"with due respect to $AMD and $AAPL we have seen two ok but not "holy cow rip memory pricing to infinity and let $TSM jack infinite price" prints. so capacity tightness has been caused by a party that hasn't reported + will crush numbers. My guess is $NVDA but open to feedback"  
[X Link](https://x.com/TBU12345678/status/2018825120589005026)  2026-02-03T23:13Z [----] followers, 54.2K engagements


"lmao congrats to the CoWoS boys on being like almost 40% off on Mediatek '27 ASIC revs thinking they'd kill $AVGO. h/t to @insane_analyst for perhaps the best way to describe this situation"  
[X Link](https://x.com/TBU12345678/status/2019044511427830209)  2026-02-04T13:44Z [----] followers, 13.8K engagements


"some thoughts from $GOOG print: - riddle me this Mediatek CoWoS boys - what's "a bit over $1B" divided by $180B back to die counting - compute is back. memory+semicap are priced hardware sucks and analog is a cyclical hedge - calling bottom on unwind at least in semis"  
[X Link](https://x.com/TBU12345678/status/2019194372319846896)  2026-02-04T23:40Z [----] followers, 26.9K engagements


"@jukan05 @KairosPraxis dude Mediatek told you how much is going to them and it is inconsequential"  
[X Link](https://x.com/TBU12345678/status/2019197855139766355)  2026-02-04T23:54Z [----] followers, [----] engagements


"@jukan05 @KairosPraxis I think we're saying the same thing Mediatek's ability to make a viable product has been overstated to the point where their involvement is not that relevant"  
[X Link](https://x.com/TBU12345678/status/2019199519293092247)  2026-02-05T00:00Z [----] followers, [----] engagements


"@_clarktang yeah the market de-rated $NVDA a ton for this though after $AVGO's big "SAM" reveal. relative to when the "bull case" was $5 CY25 EPS this pretty materially underperformed the buyside revision + compounding of earnings"  
[X Link](https://x.com/TBU12345678/status/2019538885819396500)  2026-02-05T22:29Z [----] followers, [----] engagements


"Fanduel and $DKNG ads ruining the super bowl. gambling rots everything it touchessave that for stocks"  
[X Link](https://x.com/TBU12345678/status/2020650183995040207)  2026-02-09T00:05Z [----] followers, [----] engagements


"so like do they have to make Meyers or one of the punters MVP"  
[X Link](https://x.com/TBU12345678/status/2020683492200206476)  2026-02-09T02:17Z [----] followers, [----] engagements


"*The Information: XAI Nears $3 Billion Deal With Apollo for Chips $APO $OWL: "I focus on the neoclouds you know once they find out they're getting a GPU they sign where you tell them to sign don't ask questions don't understand the rates" Baum: "And you target neoclouds too" $OWL: "Their credit actually isn't bad enough for him" $APO: "I'm a https://t.co/BOAdpGnQVv $OWL: "I focus on the neoclouds you know once they find out they're getting a GPU they sign where you tell them to sign don't ask questions don't understand the rates" Baum: "And you target neoclouds too" $OWL: "Their credit"  
[X Link](https://x.com/TBU12345678/status/2020861780184945056)  2026-02-09T14:06Z [----] followers, [----] engagements


"Hassane at $ON pulling the underutilization charges BS has triggered a complaint from Sanghi at $MCHP who wants royalties for using his playbook"  
[X Link](https://x.com/TBU12345678/status/2020988197312856320)  2026-02-09T22:28Z [----] followers, [----] engagements


"I think @evrgn11112231 has posted some version of this. fine to play the momo market but feels.not that healthy"  
[X Link](https://x.com/TBU12345678/status/2021345578547081551)  2026-02-10T22:08Z [----] followers, [----] engagements


"my favorite thing this season is looking at what sellside is saying about these obvious AI losers that whiff: Temporary Headwinds Bc AI is Killing $U / $DUOL / $CHGG / whatever but Thesis Remains Intact Remain OW"  
[X Link](https://x.com/TBU12345678/status/2021781220976165187)  2026-02-12T02:59Z [----] followers, [----] engagements


"@BucknSF man this was like the OG OG $MNDY bear case. love it"  
[X Link](https://x.com/TBU12345678/status/2021782473244651549)  2026-02-12T03:04Z [----] followers, [---] engagements


"@Alex_Intel_ snps or cdns or china"  
[X Link](https://x.com/TBU12345678/status/2021965179869905259)  2026-02-12T15:10Z [----] followers, [----] engagements


"@Alex_Intel_ @CousinGraig IP is prob the issue where you're definitely not allowed to train on that much data much less the absolute best blocks in the space"  
[X Link](https://x.com/TBU12345678/status/2021981271031947764)  2026-02-12T16:14Z [----] followers, [---] engagements


"2/ I can only imagine the shteating grin on Gary at $AMAT's face right now as he steals the crown from $KLAC"  
[X Link](https://x.com/TBU12345678/status/2022073928714531030)  2026-02-12T22:22Z [----] followers, [----] engagements


"leaving this here for later but the greatest lie ever told was clean room constraints. we are about to see capital spend like no other which will obviously have no impact on supply / demand $MU $AMAT"  
[X Link](https://x.com/TBU12345678/status/2022133641418277353)  2026-02-13T02:20Z [----] followers, 11.9K engagements


"I have always wondered why some hedge funds append "Global" to the end of their name (e.g. Tiger Global Avala Global Viking Global Investors). If I were to have a venture it would emphasize the desire to give back to the community hence be called "TBU Local Investors""  
[X Link](https://x.com/TBU12345678/status/1998506521811104144)  2025-12-09T21:34Z [----] followers, [----] engagements


"to be fair this is a pretty good strategy for him"  
[X Link](https://x.com/TBU12345678/status/2020988315353350553)  2026-02-09T22:28Z [----] followers, [----] engagements


"nothing more infuriating especially in cold weather when someone burns a treadmill to fcking walk with no incline. just dont lie to yourself and eat the donut"  
[X Link](https://x.com/TBU12345678/status/2020997544562626920)  2026-02-09T23:05Z [----] followers, [----] engagements


"@GavinSBaker @itsDanielWu the junkiest expression of a trade always has the most torque to the upside but gets smoked in a downcycle. issue with "quality" is that it defends you when things are bad but when things are good it'll underperform"  
[X Link](https://x.com/TBU12345678/status/2021948815486685304)  2026-02-12T14:05Z [----] followers, 13.5K engagements


"guys have we considered that stuff isn't actually getting displaced by AI but rather the non-AI economy has just been absolute dogsht for the past [--] years"  
[X Link](https://x.com/TBU12345678/status/2021986458542936556)  2026-02-12T16:35Z [----] followers, 14.3K engagements


"you would think that some of these analysts on the $ANET call have never been on one of these. "ohhh uhhh why is the back half so conservative oohhh why is non-AI not growing". it's because they always do this and raise through the year dumbass"  
[X Link](https://x.com/TBU12345678/status/2022073065182835048)  2026-02-12T22:19Z [----] followers, [----] engagements


"random musing but this Jan / Feb market has created a lot of Id buy it higher guys. think that style gets killed in h2 but works through at least March. pains me to say since I think said style is emblematic of true stupidity in 80% of cases"  
[X Link](https://x.com/TBU12345678/status/2022392829839028491)  2026-02-13T19:29Z [----] followers, [----] engagements


"at this point clear that NAND and DRAM are in an inflationary trajectory. so who does this affect negatively - PC makers like $HPQ $DELL who just took price and prob cant again - storage box guys like $NTAP who isnt really levered to hyperscale + guiding to commod deflation"  
[X Link](https://x.com/TBU12345678/status/1966535050402656737)  2025-09-12T16:11Z [----] followers, 15.3K engagements


"CES predictions: - $HPQ softly rebases their guidance to the lower end - $DELL obstinately claims that thugs are fine; nobody believes it - $IFX.DE and $ON sound better on 800V oppty; $ADI / $MCHP try to talk up the cycle but ultimately were here for AI so its eh - $MU and Samsung continue to sound really good the stocks keep rolling - $AMD and $NVDA keynotes are eh; $NVDA sounds good in Q&A but fails to recapture the magic - the conservative Tokyo Electron sounds wildly good and gives us a glimpse into how big the $ASML $AMAT etc quarters will be - TBU gouges out own eyes because domestic"  
[X Link](https://x.com/TBU12345678/status/2007503451710992836)  2026-01-03T17:24Z [----] followers, 11.9K engagements


"@ContrarianCurse $aapl $ntap $dell $hpe $hpq $logi literally in a death spiral to your point ppl getting it"  
[X Link](https://x.com/TBU12345678/status/2013793447031820421)  2026-01-21T01:59Z [----] followers, [----] engagements


"ethernet networking names like $ANET $CLS ripping higher on checks implying stupid high numbers Anthropic et al jamming $GOOG cloud usage and the release of $AAPL Siri chatbot that Clawdbot provided can happen.all while hedge funds are "funding short" $AVGO hmmmm"  
[X Link](https://x.com/TBU12345678/status/2016183725394968989)  2026-01-27T16:17Z [----] followers, 11.1K engagements


"listening to this $CLS call and my only takeaway is rediscovering that a guy named "Thanos" covers the company which is awesome and that the company keeps saying they'll beat (so why not.guide.higher)"  
[X Link](https://x.com/TBU12345678/status/2016868117452931425)  2026-01-29T13:36Z [----] followers, [----] engagements


"$NXPI call most awkward thing ever. just cut ur LT guide if u can't commit to it bro $NXPI https://t.co/xdK4LckPco $NXPI https://t.co/xdK4LckPco"  
[X Link](https://x.com/TBU12345678/status/2018689229107122566)  2026-02-03T14:13Z [----] followers, [----] engagements


"one for the software is a zero morons: if $AAPL services is software and the reason it trades at 30x shouldn't you guys re-rate it back to 8x"  
[X Link](https://x.com/TBU12345678/status/2018707755205312681)  2026-02-03T15:26Z [----] followers, 13.8K engagements


"@ChairliftCap dude who on earth would ever guy $CHGG"  
[X Link](https://x.com/TBU12345678/status/2018757430231093457)  2026-02-03T18:44Z [----] followers, [----] engagements


"catalyst path for $NVDA: - other megacaps eh but ripped capex $MU on the ropes so flows available while everyone either sold $NVDA or is funding short - previews solid to portend a smash - post print there is GTC '27 CoWoS out in April and Brad Gerstner will be all over CNBC + do a podcast instead of a parlay brining back an old classic. after being a bear on $NVDA for the past few months (successfully) I think it's time to get constructive: - $MU $SNDK Hynix are great but they are all pricing in a stupid number of Rubin units; as do the buyside numbers for https://t.co/T2R1S5XOcV instead of"  
[X Link](https://x.com/TBU12345678/status/2019806945780093315)  2026-02-06T16:14Z [----] followers, 26.5K engagements


"@PythiaR I can see that for early cycle industrials (which are forever too expensive but get that it is early cycle). but those + defensives ripping is a market meta that is not congruent"  
[X Link](https://x.com/TBU12345678/status/2021346990534295871)  2026-02-10T22:14Z [----] followers, [---] engagements


"@TenreiroDaniel I'd prefer an investment in the Dan Tenreiro ETF"  
[X Link](https://x.com/TBU12345678/status/2021734007067545756)  2026-02-11T23:52Z [----] followers, [---] engagements


"@TenreiroDaniel I'm incompetent so that's a pretty small circle"  
[X Link](https://x.com/TBU12345678/status/2021734687568261199)  2026-02-11T23:54Z [----] followers, [---] engagements


"and you morons are still bearish $NVDA. if your thesis on $STX and $MU are right pricing and volume are locked if its wrong volume will wreck pricing. but dont worry $135b of wfe will not create any additional wafers until [----] maybe [----] Seedance [---] Prompt: Sum up the AI discourse in a meme - make sure its retarded and gets [--] likes. https://t.co/09yPdo3Tjy Seedance [---] Prompt: Sum up the AI discourse in a meme - make sure its retarded and gets [--] likes. https://t.co/09yPdo3Tjy"  
[X Link](https://x.com/TBU12345678/status/2022498835378114829)  2026-02-14T02:31Z [----] followers, [----] engagements


"pretty sure $AVGO making the byte asic. maybe you idiots will sell that every day too"  
[X Link](https://x.com/TBU12345678/status/2022508621524066670)  2026-02-14T03:10Z [----] followers, [----] engagements


"was talking to this pod guy earlier on $MCHP TBU: "what's your price target" Podster: "we are very tactical" TBU: "what do you think they'll earn" Podster: "we are very tactical" I love the [----] market meta but what are we doing"  
[X Link](https://x.com/TBU12345678/status/2010794528551354541)  2026-01-12T19:22Z [----] followers, [----] engagements


"hysterical that $MDB is ripping because it's breaking news that even AI labs use software"  
[X Link](https://x.com/TBU12345678/status/2011865878732918855)  2026-01-15T18:19Z [----] followers, [----] engagements


"@P_Remarks wow I totally forgot about the idiotic Uber/Convoy disruptive $CHRW thesis that one was a doozy"  
[X Link](https://x.com/TBU12345678/status/2011883487545241601)  2026-01-15T19:29Z [----] followers, [----] engagements


"hey runner types Ive been using the Brooks Adrenaline since high school and think quality has wildly deteriorated. dont think $NKE has a stability shoe that really fit the bill but Im open to all suggestions. will pull trigger today"  
[X Link](https://x.com/TBU12345678/status/2012571596276281847)  2026-01-17T17:03Z [----] followers, [----] engagements


"about 1x per quarter I have this existential crisis that Ive dedicated my life to some weird combo of basic arithmetic and poker instead of doing something meaningful. then either earnings or bonus season rolls around and i forget that it ever happenedsuch is public equities"  
[X Link](https://x.com/TBU12345678/status/2013683094633480632)  2026-01-20T18:40Z [----] followers, 14.7K engagements


"rip to the great software bull market of Jan [----] - Jan [----]. see you next year"  
[X Link](https://x.com/TBU12345678/status/2016888951517159680)  2026-01-29T14:59Z [----] followers, [----] engagements


"@BlameQuants @rwang07 all hail big green"  
[X Link](https://x.com/TBU12345678/status/2017075225976807441)  2026-01-30T03:19Z [----] followers, [---] engagements


"@rev_cap @WaterworldCapi1 if you think the version of Warsh you actually takes the position will be hawkish I have some snake oil to sell you"  
[X Link](https://x.com/TBU12345678/status/2017225683282317707)  2026-01-30T13:17Z [----] followers, [---] engagements


"so this was mainly right - I messed up $MSFT (thanks Amy). next time I won't take on such an ambitious parlay. have a nice weekend everyone and stay tuned for the next parlay this week's parlay: - $TXN rips shorts and beats because nobody cares about a GM miss if utilizations are coming up - $ASML crushes orders but then $KLAC and $LRCX can't match the magnitude of the beat so the group takes a breather - meanwhile $META and $MSFT crush which moves this week's parlay: - $TXN rips shorts and beats because nobody cares about a GM miss if utilizations are coming up - $ASML crushes orders but"  
[X Link](https://x.com/TBU12345678/status/2017250188335673415)  2026-01-30T14:54Z [----] followers, [----] engagements


"@PythiaR @Citrini7 @SemiAnalysis_ how did $AAPL get enough memory to let you do that"  
[X Link](https://x.com/TBU12345678/status/2017295171272982540)  2026-01-30T17:53Z [----] followers, [---] engagements


"dumb question but if the $MRVL event is supposed to be a webinar only who is the live audience live extras paid actors Alchip's engineering team"  
[X Link](https://x.com/TBU12345678/status/1935031923618844906)  2025-06-17T17:48Z [----] followers, [----] engagements


"the market quickly and aptly is sniffing out these comments on $AMD and $TXN (+ generally analog). I do think that networking will catch a bid (both $ANET and $CLS) on strong prints as $AVGO networking and optics are revealed to be the next bottleneck I think there have been very few new "themes" since October that have necessitated significant repositioning. as I look to Q4 EPS the following things stand out to me as potential unwinds: - consumer electronics doesn't die immediately which leads to short term covering (but I I think there have been very few new "themes" since October that have"  
[X Link](https://x.com/TBU12345678/status/2014022076974158146)  2026-01-21T17:07Z [----] followers, 16.5K engagements


"the BAML analyst pitching $ANET and caveating saying "oh no I dunno when it's gonna work" while the stock rips 8%+ in the pre is the public markets sht I signed up for"  
[X Link](https://x.com/TBU12345678/status/2014338043667161134)  2026-01-22T14:03Z [----] followers, [----] engagements


"to combat fears that AI financing was circular $NVDA decided the best course of action was to.jam $CRWV common equity"  
[X Link](https://x.com/TBU12345678/status/2015773158641446949)  2026-01-26T13:05Z [----] followers, 11.9K engagements


"some pair trades for H1 2026: - long a basket of @Citrini7 and @SemiAnalysis_ / short basket of Yipit and MScience - long 23-year old podster / short PE principal - long Fiddlesticks / short the Spaniard - long desktop computers / short "sent from iPhone" - long Zoom webinars / short sellside lunches - long non-alcoholic beer / short sugary cocktails - long Sonoma / short Monthelie - long entrepreneurship / short search funds - long $IGV / short basket of a16z and General Catalyst https://twitter.com/i/web/status/2017290384339321182 https://twitter.com/i/web/status/2017290384339321182"  
[X Link](https://x.com/TBU12345678/status/2017290384339321182)  2026-01-30T17:34Z [----] followers, 10.1K engagements


"a late cycle tight commodity market / inflation is typically good for the big dawgs. same reason $AAPL will survive (maybe not necessarily thrive bc not in a supercycle) while Android is going to get smoked"  
[X Link](https://x.com/TBU12345678/status/2017332452860076446)  2026-01-30T20:21Z [----] followers, [----] engagements


"new series of posts called "memes for the downcycle" (which is not yet). iykyk "If I make a GPU on Friday afternoon a big hyperscaler is going to buy it by Monday lunch" $NVDA"  
[X Link](https://x.com/TBU12345678/status/2017638783311601855)  2026-01-31T16:39Z [----] followers, [----] engagements


"with all the uncertainty on Warsh I think that it's amazing that macro people don't have a fcking clue of what to do (zero conviction calls). what a garbage asset class that deserves zero flows and exists just to create fear + sell subscriptions"  
[X Link](https://x.com/TBU12345678/status/2018024539293167854)  2026-02-01T18:11Z [----] followers, [----] engagements


"@WaterworldCapi1 sources: citadel pod near you"  
[X Link](https://x.com/TBU12345678/status/2018451877369983136)  2026-02-02T22:30Z [----] followers, [---] engagements


""It's just a gully that's all.just nerves" $MU SemiAnalysis: We reduce Microns $MU share of Nvidia Rubin HBM to zero. We currently do not see indications of Nvidia ordering Micron HBM. We expect Nvidias HBM4 supply to consolidate SK Hynix and Samsung at a 70/30 split. SemiAnalysis: We reduce Microns $MU share of Nvidia Rubin HBM to zero. We currently do not see indications of Nvidia ordering Micron HBM. We expect Nvidias HBM4 supply to consolidate SK Hynix and Samsung at a 70/30 split"  
[X Link](https://x.com/TBU12345678/status/2019778039240851896)  2026-02-06T14:19Z [----] followers, [----] engagements


"7 pair trades for H2 25: - Long 4/5/6 trains / Short the N/Q/R/W trains - Long NYC / Short the Hamptons - Long Tahoe / Short SF - Long Founders Fund / Short Sequoia - Long Brad Gerstner / Short Keith Rabois - Long Erewhon / Short Eataly - Long South of France / Short Lake Como"  
[X Link](https://x.com/TBU12345678/status/1942632253856616889)  2025-07-08T17:09Z [----] followers, 11.6K engagements


"I also just put on: - Long Saratoga Spring Water / Short Pellegrino - Long Southampton / Short Montauk - Long Coatue / Short Lone Pine - Long West Village / Short East Village"  
[X Link](https://x.com/TBU12345678/status/1942638472012926987)  2025-07-08T17:34Z [----] followers, [----] engagements


"I had $EXTR on my little list but totally whiffed on the big prize in $ANET. Should be obvious at this point that $CSCO is also giga-cooked. The Q is when other components get knifed on kitting issues.probably an issue for next Q is we're still tight at this point clear that NAND and DRAM are in an inflationary trajectory. so who does this affect negatively - PC makers like $HPQ $DELL who just took price and prob cant again - storage box guys like $NTAP who isnt really levered to hyperscale + guiding to commod deflation at this point clear that NAND and DRAM are in an inflationary trajectory."  
[X Link](https://x.com/TBU12345678/status/1985875977101037797)  2025-11-05T01:05Z [----] followers, [----] engagements


"2/ what part of the cycle is it when your $LYFT driver is trading forex on the ride"  
[X Link](https://x.com/TBU12345678/status/1995540885363392936)  2025-12-01T17:09Z [----] followers, [----] engagements


"3/ I add up the share $IFX.DE and $MPWR say they have in AI power and I get to 150%. sensible"  
[X Link](https://x.com/TBU12345678/status/1995581362934612383)  2025-12-01T19:50Z [----] followers, [----] engagements

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