# ![@joedab12 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1267301382.png) @joedab12 Joe

Joe posts on X about $mu, $nvda, $vicr, $rmbs the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1267301382/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1267301382/c:line/m:interactions.svg)

- [--] Week [------] -76%
- [--] Month [-------] +383%
- [--] Months [-------] +246%
- [--] Year [-------] +398%

### Mentions: [--] [#](/creator/twitter::1267301382/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1267301382/c:line/m:posts_active.svg)

- [--] Month [--] -66%
- [--] Months [---] +3,450%
- [--] Year [---] +3,808%

### Followers: [---] [#](/creator/twitter::1267301382/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1267301382/c:line/m:followers.svg)

- [--] Week [---] +1.10%
- [--] Month [---] +41%
- [--] Months [---] +580%
- [--] Year [---] +854%

### CreatorRank: [---------] [#](/creator/twitter::1267301382/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1267301382/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  46.62% [finance](/list/finance)  37.16% [technology brands](/list/technology-brands)  31.08% [cryptocurrencies](/list/cryptocurrencies)  6.76% [countries](/list/countries)  4.73% [currencies](/list/currencies)  1.35% [social networks](/list/social-networks)  0.68% [exchanges](/list/exchanges)  0.68%

**Social topic influence**
[$mu](/topic/$mu) #106, [$nvda](/topic/$nvda) #790, [$vicr](/topic/$vicr) #4, [$rmbs](/topic/$rmbs) #2, [$orcl](/topic/$orcl) 12.16%, [ai](/topic/ai) 11.49%, [bullish](/topic/bullish) 11.49%, [market cap](/topic/market-cap) 10.14%, [$amd](/topic/$amd) #76, [nvda](/topic/nvda) #224

**Top accounts mentioned or mentioned by**
[@chess999999](/creator/undefined) [@annisen](/creator/undefined) [@anni_sen](/creator/undefined) [@saynototrading](/creator/undefined) [@peterschiff](/creator/undefined) [@sandeman52](/creator/undefined) [@retailpunter](/creator/undefined) [@ecommerceshares](/creator/undefined) [@jukanlosreve](/creator/undefined) [@danieltniles](/creator/undefined) [@batmongoose](/creator/undefined) [@openai](/creator/undefined) [@halaltrader](/creator/undefined) [@babyyod59296514](/creator/undefined) [@benitoz](/creator/undefined) [@alphatrader00](/creator/undefined) [@rihardjarc](/creator/undefined) [@smannan](/creator/undefined) [@xmanreturn](/creator/undefined) [@nyseuamy](/creator/undefined)

**Top assets mentioned**
[Micron Technology, Inc. (MU)](/topic/$mu) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Vicor Corp (VICR)](/topic/$vicr) [Rambus Inc (RMBS)](/topic/$rmbs) [Oracle Corporation (ORCL)](/topic/$orcl) [Advanced Micro Devices (AMD)](/topic/$amd) [Bloom Energy Corporation (BE)](/topic/$be) [Applied Optoelectronics, Inc. (AAOI)](/topic/$aaoi) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [CoreWeave, Inc (CRWV)](/topic/$crwv) [Eos Energy Enterprises, Inc. (EOSE)](/topic/$eose) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Cosmos (ATOM)](/topic/$atom) [Credo Technology Group Holding Ltd (CRDO)](/topic/$crdo) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Lumentum Holdings Inc. Common Stock (LITE)](/topic/$lite) [Intel Corporation (INTC)](/topic/$intc) [Iris Energy Limited (IREN)](/topic/$iren) [Metadium (META)](/topic/$meta) [EQT, Corp. (EQT)](/topic/$eqt) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [Super Micro Computer, Inc. Common Stock (SMCI)](/topic/$smci) [Coherent Inc (COHR)](/topic/$cohr)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@anni_sen thats why freecashflow matters. and why amazon is under $200"  
[X Link](https://x.com/joedab12/status/2021982778443936259)  2026-02-12T16:20Z [---] followers, [---] engagements


"Very interesting. $2.40 risk for $20+upside. Small position is smart here. $NVDA $MU $VICR $RMBS $AMD $GOOG $TSM $AAOI $LITE $COHR $CRDO"  
[X Link](https://x.com/joedab12/status/2022055997179932942)  2026-02-12T21:11Z [---] followers, [----] engagements


"I dont know if this is true but if it is makes me want even more $RMBS. For those that dont know Rambus products connect dram to x86 cpus and not arm cpus as most of those have on package lpddr. $NVDA $MU $AMD $INTC GFHK noted in their Q&A following their February report that ARM-based CPUs have relatively weak momentum in AI servers attributing this to lower GPU scheduling efficiency compared to x86. They indicated that companies including NVIDIA plan to develop x86 CPU solutions in GFHK noted in their Q&A following their February report that ARM-based CPUs have relatively weak momentum in"  
[X Link](https://x.com/joedab12/status/2022378095156859144)  2026-02-13T18:31Z [---] followers, [---] engagements


"@PeterSchiff and 20k btc and $4k gold and btc still outperformed gold over [--] years"  
[X Link](https://x.com/joedab12/status/1901314924816785527)  2025-03-16T16:49Z [---] followers, [--] engagements


"@JohnScudz @BATMongoose hope original poster sees the moves all [--] today haha"  
[X Link](https://x.com/joedab12/status/1983640568413798897)  2025-10-29T21:02Z [---] followers, [--] engagements


"$BE getting tempting on this pullback after a break thru earnings call and even a new application/solution they offer that was not priced in before. Going to nibble my way into another swing trade position very slowly. Still think 115-120 can happen but I'll grab 20% of max size at [---] in case the market decides to just rip shorts apart again. https://twitter.com/i/web/status/2019839147805176065 https://twitter.com/i/web/status/2019839147805176065"  
[X Link](https://x.com/joedab12/status/2019839147805176065)  2026-02-06T18:22Z [---] followers, [----] engagements


"Powered by $VICR You guys still sleeping on this giant. Dont be surprised when $GOOG $AMZN $AMD and $NVDA are all using Vicor vertical power delivery. Cerebras is just the test customer for Vicors new fab. The CEO owns 47% of the company at [--] years old for a reason. $500 a share by mid [----] is not far fetched at all. Earnings next thursday- all dips will be brief. Holding a large position and nibbling every pullback-averaging WAY up Just one month after announcing our partnership with @OpenAI were launching our first model together: OpenAI Codex-Spark powered by @cerebras. Codex-Spark is"  
[X Link](https://x.com/joedab12/status/2022035991259975745)  2026-02-12T19:52Z [---] followers, [---] engagements


"He's indirectly telling everyone to buy more $AAOI as the purest play on Amazon capex and Anthropic upside. Look at the chart for $AAOI and look at the hype buildup for anthropic. Once grandma is using Opus [---] AAOI will be over $70. $LITE $NVDA $AMZN $MU $GOOG $RMBS $VICR Holy smokes BULLISH $AMZN. Even with all of this investment my best estimate is that we will be capacity constrained for the next couple of years. We will sell EVERY SINGLE server and every single bit and we will wish that we had more Matt Garman AWS CEO $AMZN https://t.co/j5NT9AU1Aq Holy smokes BULLISH $AMZN. Even with all"  
[X Link](https://x.com/joedab12/status/2022387672212443332)  2026-02-13T19:09Z [---] followers, [---] engagements


"$EQT monster move and should continue higher in coming months. All pullbacks are buying apps-not many natural gas companies can claim to be on a path towards being DEBT FREE and increasing free cashflow at such a rapid rate. This is an amazing feat with plenty of data center upside. more to come on this one [----] shares so far and adding pullbacks would love to see below [--] but probability of that is under 25% IMO"  
[X Link](https://x.com/joedab12/status/1973446607233503354)  2025-10-01T17:55Z [---] followers, [---] engagements


"@SteveWps what if im up 300% ytd just takinf 5-25% gains with big size on real companies will you block me if i post that"  
[X Link](https://x.com/joedab12/status/1982888292703203511)  2025-10-27T19:13Z [---] followers, [--] engagements


"micron has never traded at 30x pe and if that ever does happen i think it wont be for a few years after proving that AI makes memory no longer cyclical. Historically micron has trader up to 17x pe I do think that can expand to 20-22x and that would make the stock 600+ from here. Bullish but dont expect $1000 anytime soon"  
[X Link](https://x.com/joedab12/status/2011482508396007459)  2026-01-14T16:56Z [---] followers, [---] engagements


"@ye4yn $VICR is not a battery stock. Its a power semiconductor and IP play and a great stock to hold long. See my other posts about it"  
[X Link](https://x.com/joedab12/status/2015161018213867604)  2026-01-24T20:33Z [---] followers, [---] engagements


"@Speculator_io $LUN $FM $FDY $ASCU these deserve some love too"  
[X Link](https://x.com/joedab12/status/2015949994629726557)  2026-01-27T00:48Z [---] followers, [---] engagements


"@SayNoToTrading Wait till the market figures out the memory angle for Credo is real. Going to be a fun ride up to $250+. AEC Tam going from 1b to 7b by [----] there is competition from Amphenol Marvel and others but Credo will lead"  
[X Link](https://x.com/joedab12/status/2016140142508179661)  2026-01-27T13:24Z [---] followers, [---] engagements


"$ATOM moving on above average volume. Should have full GaN data from Sandia national lab in the next few weeks (or days). The data must be good as Sandia is telling Atomera to apply for DoE funding. $NVDA $VICR $MU $RMBS $CRDO $AMD $AAOI $EOSE $TE $GOOG"  
[X Link](https://x.com/joedab12/status/2016189407502729591)  2026-01-27T16:39Z [---] followers, [----] engagements


"@chess999999 largest positions are $MU $VICR $RMBS $BE recent adds are $AAOI $ATOM $CRDO $EOSE $TE"  
[X Link](https://x.com/joedab12/status/2016566517803200714)  2026-01-28T17:38Z [---] followers, [---] engagements


"$CRDO wonder what happens to Credos growth when one of their largest customers $META almost doubles their capex budget YoY $72b in [----] to 115-135b range for [----] On the low end of 115B thats 60% over [----]. At the high end of 135b its 87% above [----]. For reference [----] capex was 39b and [----] again was 72b. [----] was 84% above [----] not much of a slowdown from a way higher base. BULLISH With meta spreading it around between $NVDA and $AMD and eventually their own silicon $CRDO may be the most straight forward way to play this capex upside outside of the memory names we all know and love like $MU"  
[X Link](https://x.com/joedab12/status/2016698322158047500)  2026-01-29T02:22Z [---] followers, [----] engagements


"$CRDO not reacting positively to huge increase in capex from $META immediately is concerning. Going to cut this name today might be a small gain or small loss dont matter. Will find a better home for that cash"  
[X Link](https://x.com/joedab12/status/2016852533877301291)  2026-01-29T12:34Z [---] followers, [----] engagements


"Jerome Powell cut [--] of the last [--] FOMC meetings but most people considered him hawkish and too slow to cut. He orchestrated a soft landing most doubted was possible. Yes he fucked up during covid but thats a whole other story he handles the last 3-4 years coming out of covid beautifully. Hope Warsh can be equally as good or better. Prepare for some pain at some point soon lots of profits can be taken next week and cause continued selling. Ive been slowly raising cash and just leaving the handful of names I am super bullish on in tact. $MU $NVDA $RMBS $VICR $AMD $INTC $EOSE $TE"  
[X Link](https://x.com/joedab12/status/2017412466834375081)  2026-01-31T01:39Z [---] followers, [---] engagements


"@chess999999 similar very long term view with $VICR the courts are forcing everyone to come to them. I dont see how its not a $20b market cap a couple generations of gpu/tpu from now"  
[X Link](https://x.com/joedab12/status/2017622689452855326)  2026-01-31T15:35Z [---] followers, [--] engagements


"I own about equal amounts of both. $RMBS may have more near term upside as $VICR needs to digest gains. However $VICR could also announce a deal with $NVDA $AMD $GOOG $AMZN any day so I personally wouldnt leave my portfolio without a position. I am also getting heavy in cash selling non core positions recently. https://twitter.com/i/web/status/2017627879778185232 https://twitter.com/i/web/status/2017627879778185232"  
[X Link](https://x.com/joedab12/status/2017627879778185232)  2026-01-31T15:55Z [---] followers, [---] engagements


"$SNDK $MU $RMBS $NVDA $AMD $GOOG This is why I will sell out of SNDK soon and am holding Micron much longer. China can really make a dent in nand not so much ddr5 or hbm. But even if they do somehow flood the market with ddr5 and cause prices to fall VERY bullish for $RMBS nonetheless as they benefit from shear volume of bits shipped and next gen cpus from $INTC and $AMD opening up a path for them to double or triple their product revenue the next [--] years all at gross margins above 60%. Theyll still have their patent licensing and IP licensing revenues at 100% gross margin too. China's YMTC"  
[X Link](https://x.com/joedab12/status/2017710089411694994)  2026-01-31T21:22Z [---] followers, 13.9K engagements


"If you aren't familiar with Cerebras and $VICR you should get familiar. Cerebras is the first customer set to use $VICR 2nd gen vertical power delivery modules and Vicor is in talks with ALL OEMs and hyperscalers who make their own chips to do the same. This stock may have gone from 50s to above [---] in just a few months but don't be shocked to see this above $500 at some point before the end of [----] after deals are likely announced with $NVDA $AMD $GOOG $AMZN [----] is the year latency debt comes due for Big Tech. In the last [--] months alone tens of billions of dollars have been spent trying to"  
[X Link](https://x.com/joedab12/status/2018362178458570779)  2026-02-02T16:33Z [---] followers, [----] engagements


"$rmbs dipped on this nonsense. Already fixed bought the dip and will reload leaps if it stays in low or mid 90s this week $MU $INTC $AMD $NVDA $GOOG $TSM $AVGO"  
[X Link](https://x.com/joedab12/status/2018451804087099446)  2026-02-02T22:29Z [---] followers, [----] engagements


"@Sandeman52 fake news but they did sign a deal with cerebras for ultra fast inferencing which btw is powered by $VICR"  
[X Link](https://x.com/joedab12/status/2018467329001325022)  2026-02-02T23:31Z [---] followers, [---] engagements


"Interesting the head of compute scaling at openAI mentioned Cerebras before $AMD. Must have big plans involving cerebras which is uber bullish for $VICR as I have mentioned a few other times in recent weeks. $NVDA $MU $AMD $AVGO $INTC $TSM $RMBS Our partnership with NVIDIA is foundational. NVIDIA is our most important partner for both training and inference and our entire compute fleet runs on NVIDIA GPUs. This is not a vendor relationship. It is deep ongoing co-design. We build systems together and our frontier Our partnership with NVIDIA is foundational. NVIDIA is our most important partner"  
[X Link](https://x.com/joedab12/status/2018486351839346800)  2026-02-03T00:47Z [---] followers, [----] engagements


"$AAOI up big thanks to $LITE its still early in the AAOI story Im not advocating buying up here but I sure aint selling either. See below why I think this is over $60 in the next couple mos $AAOI can move a lot higher w this low market cap and potential for $150m+ net income as they scale 800g transceiver capacity for amazon. Any increase to $AMZN trainium ambitions revealed on ER can send AAOI much higher. $AAOI can move a lot higher w this low market cap and potential for $150m+ net income as they scale 800g transceiver capacity for amazon. Any increase to $AMZN trainium ambitions revealed"  
[X Link](https://x.com/joedab12/status/2018794026405888163)  2026-02-03T21:09Z [---] followers, [---] engagements


"$VICR did you guys notice how strong this stock was in a sea of red especially with semis bleeding today I think smart money KNOWS the hyperscalers and oems are being pushed right into Vicors hands whether they like it or not. Check out what the CEO/Founder who happens to be [--] years old and still owns 47% of the company said about this on their last call $NVDA $GOOG $AMD $AMZN $MU $RMBS $AAOI $LITE $META $TSM https://twitter.com/i/web/status/2018801652350980304 https://twitter.com/i/web/status/2018801652350980304"  
[X Link](https://x.com/joedab12/status/2018801652350980304)  2026-02-03T21:39Z [---] followers, [---] engagements


"Got back in $CRDO at [---] today after selling out above [---] last week when it didnt react to $META capex increase. Will prob hold these shares for years. $CRDO not reacting positively to huge increase in capex from $META immediately is concerning. Going to cut this name today might be a small gain or small loss dont matter. Will find a better home for that cash $CRDO not reacting positively to huge increase in capex from $META immediately is concerning. Going to cut this name today might be a small gain or small loss dont matter. Will find a better home for that cash"  
[X Link](https://x.com/joedab12/status/2018809013543358680)  2026-02-03T22:09Z [---] followers, [----] engagements


"@_HalalTrader_ which optics names are you in if any Only $AAOI so far for me. Hate chasing $LITE up here. Amazon earnings might pump AAOI tomorrow"  
[X Link](https://x.com/joedab12/status/2019215247215907005)  2026-02-05T01:03Z [---] followers, [---] engagements


"$EOSE I've added significantly here under the capital raise level of [-----]. With earnings not till March I thought patience would pay off building this position so I had cut a lot of shares above [--] to get my average even lower. It can still go to 10s in a hurry though but I think it's headed to new highs in the next 3-4 months. https://twitter.com/i/web/status/2019454702304506184 https://twitter.com/i/web/status/2019454702304506184"  
[X Link](https://x.com/joedab12/status/2019454702304506184)  2026-02-05T16:54Z [---] followers, [---] engagements


"$AAOI can make big moves on commentary from $AMZN regarding capex and specifically trainium numbers. Holding a decent size position and ready to add more depnding on reaction and what amazon says"  
[X Link](https://x.com/joedab12/status/2019498750377701806)  2026-02-05T19:49Z [---] followers, [---] engagements


"$BE numbers are astonishing and only going to get better. Even this shitty market is rewarding BE should grow into a 40x PE next year. Looks expensive AF now. Sitting tight with all my shares from under [--] and unloaded the rest over [---] to prepare for this market volatility I've been thinking is coming. https://twitter.com/i/web/status/2019530547861893299 https://twitter.com/i/web/status/2019530547861893299"  
[X Link](https://x.com/joedab12/status/2019530547861893299)  2026-02-05T21:56Z [---] followers, [----] engagements


"@BabyYod59296514 Probably I think Amazon Meta xAI Microsoft and Oracle are their top 5- its not for sure though"  
[X Link](https://x.com/joedab12/status/2019605886562709999)  2026-02-06T02:55Z [---] followers, [--] engagements


"@ContrarianCurse @ROLCapital of course a self proclaimed semi cap cult member would say this 🤣🤣🤣 depending how high $MU goes in [--] days I may or may not disagree. Def think odds of MU reaching 550+ first are reasonably high"  
[X Link](https://x.com/joedab12/status/2019709591341383874)  2026-02-06T09:47Z [---] followers, [---] engagements


"Their equities analysis has been on point for years. I doubt many of their subscribers are dumping major allocations into crypto or BMNR myself included LOL. Fundstrat is a lot more than just tom Lee. He's got a smart crew around him. He fucked up the ETH/BTC call royally conflict of interest with his role at BMNR. Great tool for equities/market research though. https://twitter.com/i/web/status/2019805865650671742 https://twitter.com/i/web/status/2019805865650671742"  
[X Link](https://x.com/joedab12/status/2019805865650671742)  2026-02-06T16:10Z [---] followers, [--] engagements


"@retailpunter @Heatonsr187428 @benitoz no way in hell that 600m mrdimm tam isnt revised up by end of this year. Id be shocked if its not 800m+ once we get thru the initial ramp in q4. $RMBS is such an easy stock to hold. Ill keep adding on weakness if it goes to 80s I go balls deep and stop watching"  
[X Link](https://x.com/joedab12/status/2019816956237607307)  2026-02-06T16:54Z [---] followers, [---] engagements


"$AAOI $AMZN trainium chip deployments at massive scale can only bode well for $AAOI. The ceo/founder mentioned customers in discussions to invest $200-300m into their new texas fab so they can lock in transceiver supply. With amazon capex coming in way higher than expectations the need for this transceiver supply is higher than ever. Dont forget all the demand for Anthropic is the main driver behind this. $AAOI is the best proxy for upside from Anthropic. Name one better Ill wait. https://twitter.com/i/web/status/2019819306046132585 https://twitter.com/i/web/status/2019819306046132585"  
[X Link](https://x.com/joedab12/status/2019819306046132585)  2026-02-06T17:03Z [---] followers, [----] engagements


"@anni_sen @AlphaTrader00 💯💯💯 i sold when my friend met mike alfred at a cafe in vegas and he pumped iren to him within minutes of seeing his stock brokerage account on his laptop around [--] last year"  
[X Link](https://x.com/joedab12/status/2019858620016664962)  2026-02-06T19:39Z [---] followers, [---] engagements


"@RihardJarc so bullish $AAOI. I think their market cap can 4-5x by end of [----]. Ceo/founder in talke with amazon to have them invest 200-300m into their new texas fab for 800g and eventual 1.6t transceivers"  
[X Link](https://x.com/joedab12/status/2019859388761272641)  2026-02-06T19:43Z [---] followers, [---] engagements


"@anni_sen @AlphaTrader00 you mean like $BE See my last ten posts about that one going back to summer lol"  
[X Link](https://x.com/joedab12/status/2019862314342883492)  2026-02-06T19:54Z [---] followers, [---] engagements


"Never heard of Kathmandu Capital but they def know what theyre talking about out when it comes to $VICR. see what they say and what the ceo/founder who owns damn near half the company was saying on their last call regarding talks with $NVDA $GOOG $AMD $AMZN Vicor $VICR pitch by Kathmandu Capital - leading U.S. designer and manufacturer of high performance power modules. - positioned to benefit from rising AI-driven power requirements and the transition toward HVDC architectures. - offers meaningful margin expansion opportunity. https://t.co/uWVVCbBFb1 Vicor $VICR pitch by Kathmandu Capital -"  
[X Link](https://x.com/joedab12/status/2019864975897161778)  2026-02-06T20:05Z [---] followers, [----] engagements


"@smannan Kinda like it at current price havent owned it in a while. But wont buy just yet. Im also eyeing $VST for an entry sold a couple march $150 puts today there nothing crazy and not in a rush to deploy capital yet with core positions set"  
[X Link](https://x.com/joedab12/status/2019870189903577472)  2026-02-06T20:25Z [---] followers, [---] engagements


"@benitoz @institLPGP @SemiAnalysis_ you dont think the market cap is getting stretched here Or is this just gonna go meme/momo to $300 I cut a lot at 167-170 and rebought some today but I think it can fall back to 110-120 easily"  
[X Link](https://x.com/joedab12/status/2019871985648664986)  2026-02-06T20:33Z [---] followers, [---] engagements


"@chess999999 ill take a look. thank you"  
[X Link](https://x.com/joedab12/status/2019891429867474996)  2026-02-06T21:50Z [---] followers, [--] engagements


"@SayNoToTrading @NewsEquities @buccocapital schwab doesnt offer same day lot specific sales either which pissed me off but if I select LIFO it will sell the shares bought that day maybe robinhood has a similar setup-"  
[X Link](https://x.com/joedab12/status/2019892153598767581)  2026-02-06T21:53Z [---] followers, [--] engagements


"@xmanreturn no prob I think its interesting how much attention (deservedly) Anthropic gets but very few talk about the purest way to play Anthropic upside. The chart is strong though so I cant be the only one but very few on X talk about AAOI. Great risk:reward from $3b market cap"  
[X Link](https://x.com/joedab12/status/2020145569587446059)  2026-02-07T14:40Z [---] followers, [--] engagements


"how are these plays on anthropic $AAOI is the purest play on anthropic upside as the main supplier of optical transceivers to amazon just now ramping 800g and later this year 1.6t. Amazon in discussions to invest into their new texas fab to increase capacity faster. Curious about the [--] you named"  
[X Link](https://x.com/joedab12/status/2020201061450170667)  2026-02-07T18:20Z [---] followers, [---] engagements


"@DJ_Tao Thanks 19% of SKM market cap in anthropic interesting-wonder if that valuation they're using is accurate and current"  
[X Link](https://x.com/joedab12/status/2020239426207773068)  2026-02-07T20:53Z [---] followers, [--] engagements


"@AP_stocks @i_manage_risk The best way to play Anthropic upside and Amazon capex. Has LITE type potential 12-18 months from now. 2-5x from here all doable"  
[X Link](https://x.com/joedab12/status/2020246666184671734)  2026-02-07T21:21Z [---] followers, [---] engagements


"@InvestorCanna @_HalalTrader_ he has done SOME good work and some awful takes. Did you see how bearish he was on MU in the summer when it was around $100 Theres nothing bearish about MU being late to HBM4 and only being able to supply 50-66% of customer demand NOTHING"  
[X Link](https://x.com/joedab12/status/2020895527299432825)  2026-02-09T16:20Z [---] followers, [---] engagements


"@anni_sen @NYSE_UAMY how high can this go in [----] you think I got a small position from 7s"  
[X Link](https://x.com/joedab12/status/2020915849876361419)  2026-02-09T17:41Z [---] followers, [---] engagements


"@G0295037012342 @anni_sen @NYSE_UAMY averaging up is usually better than averaging down"  
[X Link](https://x.com/joedab12/status/2020924521306640439)  2026-02-09T18:15Z [---] followers, [---] engagements


"@retailpunter bullish af $RMBS Intel said they are going to focus more on diamond rapids too pushing mrdimm numbers up for [----] I think"  
[X Link](https://x.com/joedab12/status/2020925047435874438)  2026-02-09T18:17Z [---] followers, [---] engagements


"$MU going out on a limb here and saying MU is is either over $400 or under $350 by the end of the week. Either is ok with me. Ready to top off my position sub [---] and hold through earnings if thats what happens. $TSM January revenue beat expectations SIGNIFICANTLY so demand for Micron has increased even more since their last report in mid December. Well since they were already sold out-what does that mean Even higher prices/margins. Incremental capacity adds and yield optimization-management has a history of being conservative. I expect $550+ soon."  
[X Link](https://x.com/joedab12/status/2021298005778071628)  2026-02-10T18:59Z [---] followers, [---] engagements


"@SAF_TURK thats my target next 45-60 days. Long term I think [---] by end of [----] is in reach or $1t market cap"  
[X Link](https://x.com/joedab12/status/2021300070617092503)  2026-02-10T19:07Z [---] followers, [--] engagements


"$MU that shakeout gave some good opportunities to get in before the inevitable run to $500. Management squashed HBM4 rumors and emphasized supply remaining tight while only "incremental Greenfield capacity" is coming online this year. Protecting margins and preventing overbuild-smart management. SKHynix and Samsung also on the same page-this is their gold rush and china can't stop it with ddr4 supply coming online LOL. https://twitter.com/i/web/status/2021587956834996711 https://twitter.com/i/web/status/2021587956834996711"  
[X Link](https://x.com/joedab12/status/2021587956834996711)  2026-02-11T14:11Z [---] followers, [----] engagements


"$MU "we guided 68% margins we indicated today that our financial outlook has IMPROVED since our earnings call"(on December 17th just [--] weeks ago)"  
[X Link](https://x.com/joedab12/status/2021588669895737822)  2026-02-11T14:14Z [---] followers, [---] engagements


"$AAOI just getting started potential for $120-150 next year"  
[X Link](https://x.com/joedab12/status/2021595768360960457)  2026-02-11T14:42Z [---] followers, [---] engagements


"@FahadThoughts97 monstrous. [--] deal signed with one of the GAA players and this will 7-10x or more. Could also never happen"  
[X Link](https://x.com/joedab12/status/2022403535460278559)  2026-02-13T20:12Z [---] followers, [--] engagements


"Have you seen the trend in token usage increase I think EPS next fiscal year has a chance to be close to $50. It's estimated at $30-34 depending who you ask this year. They just said they expect [----] to see $100b HBM total demand and they expect 21-22% of that. Simple math tells me their earnings grow a lot between now and [----]. https://twitter.com/i/web/status/2021315357789782475 https://twitter.com/i/web/status/2021315357789782475"  
[X Link](https://x.com/joedab12/status/2021315357789782475)  2026-02-10T20:08Z [---] followers, [--] engagements


"$CDNS $LASR $LPTH all catching my attentions today showing strength in the middle of chaos. Days like today these are the kinds of things I look for. I was in LASR and LPTH added small amounts to both of those and started CDNS today"  
[X Link](https://x.com/joedab12/status/2019458937116922170)  2026-02-05T17:11Z [---] followers, [---] engagements


"Beth forgot to tag $VICR who is powering Cerebras wafer scale engine with their vertical power delivery units. Vicor is in discussions with $NVDA $AMD $GOOG $AMZN to do the same for future generations of their chips/systems. Vicor vertical power delivery is the ONLY solution that can meet their requirements. The CEO owns nearly half the company he started [--] years ago because he KNOWS whats coming. Now you do too. OpenAI is releasing its first model that runs on chips from startup Cerebras GPT-5.3-Codex-Spark intended to be a faster but less powerful version of its Codex model for coding."  
[X Link](https://x.com/joedab12/status/2022779556315451575)  2026-02-14T21:06Z [---] followers, [---] engagements


"$BE starting to look like $PLTR did the first time it got to [--]. Doubling down on next pullback. BE is DOUBLING capacity by end of [----] to GW per year. Market cap is only $12b"  
[X Link](https://x.com/joedab12/status/1961413823262326808)  2025-08-29T13:01Z [---] followers, [---] engagements


"@DeepIceValue $MU still has room to run"  
[X Link](https://x.com/joedab12/status/1964633706494312694)  2025-09-07T10:15Z [---] followers, [--] engagements


"$CRWV will pull and $ORCL at some point the next few mos. A $50b market cap company spending $20b in capex this year is wild. On top of that 60% of the capex comes in q4 which turns into revenue q1-2 [----]. Great spot to add or get in here around 100-105 IMO"  
[X Link](https://x.com/joedab12/status/1965692997087146173)  2025-09-10T08:25Z [---] followers, [----] engagements


"this is bullish af for $AMKR who got chips act funding to build a large advanced packaging plant in arizona near tsm. That plant comes online [----]. I will keep accumulating that one quietly fully expect amkr to get over $50-60 by the time the plant is fully ramped up Quite an important signal from $TSM executive about $TSM's advanced packaging capacity vs. AI demand. $TSM Operations & Advanced Packaging Technology and Services Vice President He Jun: "Just like ASE Technology our shared customers are pushing us very hard. He noted that as https://t.co/QCY1kSfNcL Quite an important signal from"  
[X Link](https://x.com/joedab12/status/1965719516908077313)  2025-09-10T10:10Z [---] followers, [---] engagements


"@markoinny idiot"  
[X Link](https://x.com/joedab12/status/1966193141758963975)  2025-09-11T17:32Z [---] followers, [--] engagements


"$CRWV being slept on in the craziness with recent massive jumps from $ORCL and $NBIS. I own all [--] very large position in oracle medium in nbis and will be similar sized in crwv next few days. CRWV is spending $11b in capex in q4 highly underrated fact most retail dont realize"  
[X Link](https://x.com/joedab12/status/1966437821595459599)  2025-09-12T09:44Z [---] followers, [---] engagements


"$BE really starting to look like PLTR now a monster move and no sign of slowing down w the recent surge in long term compute demand from oracle and others $BE starting to look like $PLTR did the first time it got to [--]. Doubling down on next pullback. BE is DOUBLING capacity by end of [----] to GW per year. Market cap is only $12b. $BE starting to look like $PLTR did the first time it got to [--]. Doubling down on next pullback. BE is DOUBLING capacity by end of [----] to GW per year. Market cap is only $12b"  
[X Link](https://x.com/joedab12/status/1966440138906460636)  2025-09-12T09:53Z [---] followers, [---] engagements


"$MU most people invest in AI and have no clue about the significance memory has moving AI to the next level. Ive been trying to tell whoever will listen for a long time. Judging by the recent move up after some nonsensical downgrades in august the market finally has it figured out. Micron is still trading at about 13x fwd earnings(fiscal year just ended lets see how they guide for fy26). $NVDA $ORCL $AMD $AVGO $NBIS $CRWV"  
[X Link](https://x.com/joedab12/status/1967165499264893230)  2025-09-14T09:56Z [---] followers, [---] engagements


"$ATOM showing life possibly the most under the radar semi gem. Patent activity tying them to samsung intel skhynix micron. A deal to go to production with stmicro for 300mm smart power in Agrate already signed. Market didnt like the delay into [----] but seems to have found some whales attention today"  
[X Link](https://x.com/joedab12/status/1970174212594901188)  2025-09-22T17:11Z [---] followers, [---] engagements


"@PeterSchiff bla bla blah and qqq has doubled the return of gold the last [--] years"  
[X Link](https://x.com/joedab12/status/1970570837989462509)  2025-09-23T19:27Z [---] followers, [--] engagements


"$MU always good to remember who posts fake news and who can be trusted 🙄 https://t.co/asKVtRsJ7a 🙄 https://t.co/asKVtRsJ7a"  
[X Link](https://x.com/joedab12/status/1970605223023648989)  2025-09-23T21:44Z [---] followers, [----] engagements


"@OmerCheeema is AI cyclical if so we are still early cycle. Do you believe hbm is a $100b tam in [----] Do you think micron made that up Do you think they will maintain the same share as they have in dram in hbm If they do they will grow hbm from $5b to $21-23b by 2030"  
[X Link](https://x.com/joedab12/status/1970836309481791664)  2025-09-24T13:02Z [---] followers, [--] engagements


"$ET $ORCL $NVDA $MU $CRWV $NBIS I am cross posting my favorite AI names here to inform folks about Energy Transfer- ***note this is an MLP that pays a 7.5% distribution you will receive a k-1 that very slightly complicates your tax returns if you buy*** However this is a great risk to reward ratio while it's at the bottom of its trading range in low 17s just as project stargate details start to get announced. ET has a huge moat in moving natural gas in the southwest specifically they have assets all across Texas exactly where stargate data centers will be built. This is not going to run 100%"  
[X Link](https://x.com/joedab12/status/1970861317390254354)  2025-09-24T14:42Z [---] followers, [---] engagements


"$ORCL $NVDA ellison gets tik tok for 14b. china gets access to nvidia gear. white house gets 15% from nvidia. in a year or two oracle spins off tiktok as an ipo for 1t+ to fund their data center buildout on the backs of retail investors. oracle stock gets to $2t market cap by [----]. bullish"  
[X Link](https://x.com/joedab12/status/1971398454913138966)  2025-09-26T02:16Z [---] followers, [---] engagements


"$BE paying attention to details in analyst reports and earnings calls can make you a lot of money. I dont make many trades but when I do they are high conviction. $BE $NVDA $ORCL $CRWV $NBIS $IREN $CIFR bank of america has a sell rating on bloom which caused the dip this week. I bought today at [--] heres why. BofA report is full of holes. They claim only 6% of dcs want to be off grid while Bloom management says its increased from 20% to https://t.co/i5mGSMJIOi $BE $NVDA $ORCL $CRWV $NBIS $IREN $CIFR bank of america has a sell rating on bloom which caused the dip this week. I bought today at 64"  
[X Link](https://x.com/joedab12/status/1972663934000713868)  2025-09-29T14:05Z [---] followers, [----] engagements


"$ATOM finally starting to move off the lows keep this one on watch for explosive moves a la [----] and end of [----] as soon as deal is signed. They are currently running wafers with [--] very large customers(started in February) and should have final test results around thanksgiving. If the actual wafer test data matches or exceeds the TCAD results they have been getting-this will be an easy 5-10 bagger in short order. (TCAD simulations being done using $SNPS sentaurus software that started implementing ATOM tech in [----] to allow customers to test quickly/efficiently). Holding decent size position"  
[X Link](https://x.com/joedab12/status/1973048932457746447)  2025-09-30T15:34Z [---] followers, [---] engagements


"$CRWV @Beth_Kindig is realizing what I've been pounding the table about for a while. While I did trim a lot of CRWV on the run from [---] to [---] she is absolutely right that this q4 capex and the fact that only 25% of contracted power is active will lead to massive growth for CRWV. From Beth's most recent writeup on CRWV.still holding 1k shares and ready to swing a lot more on a pullback $CRWV will pull and $ORCL at some point the next few mos. A $50b market cap company spending $20b in capex this year is wild. On top of that 60% of the capex comes in q4 which turns into revenue q1-2 2026."  
[X Link](https://x.com/joedab12/status/1973779680819085464)  2025-10-02T15:58Z [---] followers, [----] engagements


"@ecommerceshares all economies are circular. How much real estate equity was created by investors tapping Helocs or cash out refi to buy 2nd/3rd/4th/50th houses"  
[X Link](https://x.com/joedab12/status/1975232624923975693)  2025-10-06T16:12Z [---] followers, [---] engagements


"$ASAN when the founder and CEO of the company who is retiring/moving to BoD position is adding to his massive position right before a new agentic ai product launches and the stock dips on no news you buy that shit hand over fist"  
[X Link](https://x.com/joedab12/status/1976393889352384907)  2025-10-09T21:06Z [---] followers, [---] engagements


"$ORCL last chance to buy under $300 may very well be friday. Oracle has a lot to show off next week at their AI world event. A few possibilities: Some or all of the $45b in pipeline RPO Safra mentioned on the last call was still being negotiated. The advantage they have in customized AI solutions for enterprises using proprietary data thats already on OCI this is huge IMO. App development progress using code assist-this will really get their opex down in the coming years Huge call buying came in this week. This company has a huge advantage that still isn't being priced in. I see new highs in"  
[X Link](https://x.com/joedab12/status/1976469970268848607)  2025-10-10T02:08Z [---] followers, [----] engagements


"$NVDA $MU $ORCL $ATOM $BE damn it feels good to be 30%+ in cash after a crazy runup from April. I do not feel bad for people using 100x leverage on crypto shitcoins ore even blue chip coins like ETH or BTC which I am bullish on. 100x is degeneracy and entitlement. The world needs less entitlement in general(im not saying I wish death on them I'm saying I'm glad the ones that dont commit suicide get a reality check)"  
[X Link](https://x.com/joedab12/status/1977089494085255671)  2025-10-11T19:10Z [---] followers, [---] engagements


"$BE monster move today. I was pounding the table telling folks BofA was manipulating this stock. I bet they loaded calls on all the dips they created w their nonsensical and dishonest reports. Hope someone made money with me on this https://finance.yahoo.com/news/brookfield-bloom-energy-announce-5-113000060.html $BE paying attention to details in analyst reports and earnings calls can make you a lot of money. I dont make many trades but when I do they are high conviction. https://finance.yahoo.com/news/brookfield-bloom-energy-announce-5-113000060.html $BE paying attention to details in"  
[X Link](https://x.com/joedab12/status/1977712880838418904)  2025-10-13T12:27Z [---] followers, [---] engagements


"$NB gift of a dip here I am stacked with 15k shares first entry below [--] added a lot more friday and today. Offering announced below [--] pumped to [--] and sold off slightly. This thing has a lot of upside and is critical with niobium mines in Brazil. My friend sent me this tidbit"  
[X Link](https://x.com/joedab12/status/1977778331992064496)  2025-10-13T16:47Z [---] followers, [----] engagements


"$ATOM not to mention the testing with [--] HUGE customers that started in February and should be complete by Nov/Dec.big upside if test results go well nothing guaranteed but great risk:reward ratio IMO. Medium size position for me. $ATOM back over its EMA200 https://t.co/ozthRf2F2t $ATOM back over its EMA200 https://t.co/ozthRf2F2t"  
[X Link](https://x.com/joedab12/status/1978158866207592823)  2025-10-14T18:00Z [---] followers, [----] engagements


"@PeterSchiff how does it feel knowing that a bunch of retail idiots have outperformed your precious gold since April"  
[X Link](https://x.com/joedab12/status/1978624311020622278)  2025-10-16T00:49Z [---] followers, [--] engagements


"$ORCL bye bye sub [---] it was fun. 1k shares long and strong. THE best AI infra play. And yes I own $NBIS and $CRWV but they will be commoditized while $ORCL will be the most specialized and valuable because of their DATA MOAT $ORCL last chance to buy under $300 may very well be friday. Oracle has a lot to show off next week at their AI world event. A few possibilities: Some or all of the $45b in pipeline RPO Safra mentioned on the last call was still being negotiated. The advantage they have in https://t.co/Gptxxt4TeB $ORCL last chance to buy under $300 may very well be friday. Oracle has a"  
[X Link](https://x.com/joedab12/status/1978871069990883676)  2025-10-16T17:10Z [---] followers, [----] engagements


"$ORCL below [---] looks ugly but buyers here will be rewarded soon. Holding a lot of shares below [---] and a bunch above [---] that I am not sweating. The information rehashing the same old BS news that ORCL already squashed last week. If you own none this is a gift. Im not adding as my position is large-but not worried"  
[X Link](https://x.com/joedab12/status/1980303725538476208)  2025-10-20T16:02Z [---] followers, [----] engagements


"$CRWV I swung this from [--] to [---] and just re-entered I wanted $122 but dont think its going to happen so I'm selling covered calls to get my cost down from [---] to [---] before earnings. If I get called away so be it"  
[X Link](https://x.com/joedab12/status/1980304039847055857)  2025-10-20T16:04Z [---] followers, [----] engagements


"$NB CEO talking of upcoming big catalysts including partnership with prime defense contractor. Watch from [--] minute mark-this can easily go to [--] once these catalysts are announced. Big position at [----] average for me. https://schwabnetwork.com/video/niocorp-nb-ceo-on-beginning-rare-earth-mining-in-nebraska https://schwabnetwork.com/video/niocorp-nb-ceo-on-beginning-rare-earth-mining-in-nebraska"  
[X Link](https://x.com/joedab12/status/1980328226980524146)  2025-10-20T17:40Z [---] followers, [----] engagements


"@akafaceUS we got the funny ass trump dumping shit on them ai video. win"  
[X Link](https://x.com/joedab12/status/1980336531102679471)  2025-10-20T18:13Z [---] followers, [--] engagements


"@ACInvestorBlog $NB shits on this one"  
[X Link](https://x.com/joedab12/status/1980427686096031773)  2025-10-21T00:15Z [---] followers, [---] engagements


"$POET huge call sweeps on this one a couple weeks ago into [----] and [----]. After pumping to 9s and pulling back I'm entering here and will build a medium size position over the next few months. These guys are near their "zero to one" moment and will be shipping close to $100m+ annually in their photonics gear in the future. I'm not pounding the table on this one but I like the risk:reward and would add a lot in the 5s-6s on a market pullback. Just putting it out there now"  
[X Link](https://x.com/joedab12/status/1980658186966429947)  2025-10-21T15:31Z [---] followers, [----] engagements


"@ecommerceshares he missed out on even greater percentage gain(not total dollar I dont believe) flipping in and out of TSM for a quick profit"  
[X Link](https://x.com/joedab12/status/1980658400641114128)  2025-10-21T15:32Z [---] followers, [--] engagements


"$VICR 90m in licensing/royalty annual run rate currently and line of sight to double that in next [--] years. Current market cap after this move is around 3.5b. Thats a fair valuation for JUST the royalty/licensing revenue stream without factoring in the potential to double it. The chip biz is free. I wont be selling any shares under 120"  
[X Link](https://x.com/joedab12/status/1980820911550001412)  2025-10-22T02:18Z [---] followers, [----] engagements


"Exactly why this $BE dip will prove to be a gift. $OKLO Cramer "If you listen to GEV GE Vernova you will find this type of tech is actually pie in the sky" $OKLO Cramer "If you listen to GEV GE Vernova you will find this type of tech is actually pie in the sky""  
[X Link](https://x.com/joedab12/status/1981044198318231863)  2025-10-22T17:05Z [---] followers, [----] engagements


"@Cobratate Only one man fits this description Jesus Christ. And I agree"  
[X Link](https://x.com/joedab12/status/1981062766825029917)  2025-10-22T18:19Z [---] followers, [--] engagements


"$SMCI dip is a gift. People panic selling on headline of fiscal q1 revenue being reduced by $1b+ but the annual revenue hasn't changed. Just customer pushing back some orders to q2. I took advantage and doubled down here under [--] on the position I had just re-started at [--] after selling out at $58 a couple weeks ago. $NVDA $MU $TSM"  
[X Link](https://x.com/joedab12/status/1981434131205804365)  2025-10-23T18:54Z [---] followers, [----] engagements


"$NVDA $MU $TSM $ORCL $RMBS $BE $VICR $SMCI Paying $200/month for premium research like @fundstrat FS Insight isnt an expense its leverage. One strong data-backed call can pay for years of membership(or decades). Quality insights save me time filters through the noise and builds conviction. Invest in information that compounds. Looking forward to this event"  
[X Link](https://x.com/joedab12/status/1981511544602317153)  2025-10-24T00:02Z [---] followers, 12K engagements


"$RMBS dip giving longs a chance to load sub [---] yet again. They are gaining market share in DDR5 from low 40s percentage last year to likely near or above 50% meanwhile their IP will be used in HBM4 and they're stacking inventory in q4 to be able to fulfill larger than usual q1 [--] demand. This is a stock to build a position in the next few weeks. I am long over 2k shares after grabbing more in the 96s here. CXL IP also has a long ramp despite the licensing revenue being flat from q3 to q4. This will be another boost next year"  
[X Link](https://x.com/joedab12/status/1982954584151863743)  2025-10-27T23:36Z [---] followers, [----] engagements


"@kinginvestings [--] cents per second- thats $43200 a day.What kind of retard is picking anything else"  
[X Link](https://x.com/joedab12/status/1983210826203816387)  2025-10-28T16:34Z [---] followers, [----] engagements


"@BATMongoose bloom and rambus are obvious winners"  
[X Link](https://x.com/joedab12/status/1983501300751868332)  2025-10-29T11:48Z [---] followers, [---] engagements


"@dylan522p @Jukanlosreve Jukan is the semiconductor tabloid everyone knows that"  
[X Link](https://x.com/joedab12/status/1983508741421982057)  2025-10-29T12:18Z [---] followers, [----] engagements


"all out of $CRWV yet again and into $IREN below [--]. The bitcoin miners with power ready to go are still undervalued I think the other guys are fairly valued. Wouldn't be shocked if CRWV explodes to [---] after earnings but too risky for my blood at this stage in the game. Would love to re-enter sub 126ish again $CRWV I swung this from [--] to [---] and just re-entered I wanted $122 but dont think its going to happen so I'm selling covered calls to get my cost down from [---] to [---] before earnings. If I get called away so be it. $CRWV I swung this from [--] to [---] and just re-entered I wanted $122 but"  
[X Link](https://x.com/joedab12/status/1983652211050868953)  2025-10-29T21:48Z [---] followers, [----] engagements


"$NVDA $MU $RMBS $AMD $BE $ORCL $IREN $NBIS $CRWV hard to be bearish AI when you see capex trends like this. Here's what we got today: Google-last quarter they said they'd hit $85b capex by the end of [------] months later (today) they increased that number to 91-93b-that is a huge jump for the 2nd half of [----] Meta- Capex this year will now be between $70 billion and $72 billion compared to prior guidance of $66 billion to $72 billion(3 months ago).AND they said it would accelerate into 2026.it was 39.2b in [----] they're saying 70b on the low end in [----] thats 75% growth.that means you can bank"  
[X Link](https://x.com/joedab12/status/1983700292492492980)  2025-10-30T00:59Z [---] followers, [---] engagements


"$EOSE $4b market cap negotiating first deal with a hyperscaler back in July. Have done $25.7m revenue the first [--] quarters but re-affirmed their 150-190m range for the year.that means 125-165m remaining for the 3rd and 4th quarter. Analysts are doubting these numbers as I'm seeing estimates of 39.5m+80.6m for the remaining [--] quarters. If they get even into the middle of their 150-190m guidance this stock will run hard. Good chance they have line of sight to narrow that full year range to a tighter number like 165-195m or something-wouldn't shock me at all. I am long into earnings with room to"  
[X Link](https://x.com/joedab12/status/1984051000282640866)  2025-10-31T00:13Z [---] followers, [---] engagements


"@rwang07 Crucial is already owned by Micron. Their mention is redundant"  
[X Link](https://x.com/joedab12/status/1985377739441045780)  2025-11-03T16:05Z [---] followers, [----] engagements


"@0xEthan was he a whale when he invested $15k hes def one now lol"  
[X Link](https://x.com/joedab12/status/1985686935843778637)  2025-11-04T12:33Z [---] followers, [----] engagements


"@Jukanlosreve Giuni Lee is my hero his bullshit report claiming hbm price would fall was amazing haha. Got me [----] more cheap shares of $MU before it exploded. Why is he not on your korean analyst list"  
[X Link](https://x.com/joedab12/status/1986310156884558094)  2025-11-06T05:50Z [---] followers, [---] engagements


"$VICR a great bet here as they are on a path to $180m annual run rate in royalties(confirmed by CEO to double royalties in next couple years from current $90m). Only $4b market cap which is 100% justified by JUST those royalties. And they have a leading 48v PDU technology that will likely eventually get adopted by some ASIC players and possibly even NVDA in fineman architecture once VICR proves to be successful. They already have a deal in place with Cerebras who is still small but will help prove this out for VICR. I added a lot below [--] friday and will continue to load whether we go up or"  
[X Link](https://x.com/joedab12/status/1987603803013861429)  2025-11-09T19:30Z [---] followers, [---] engagements


"$EOSE this is really starting to look like $BE did a few months ago before they signed their first hyperscaler deal with $ORCL that setup a 500%+ move. I was long BE and still am but now with much less size. A lot of the money from BE proceeds has moved to EOSE and they are now getting their manufacturing dialed in while also negotiating with multiple hyperscalers. Both BE and EOSE are aiming for 2GWh capacity in [----]. BE market cap is now 32b while EOSE is 5.25b. Am I saying EOSE can get to 32b market cap next year Not necessarily but I like the risk:reward a lot and $10-15b should be EASILY"  
[X Link](https://x.com/joedab12/status/1987613910795780562)  2025-11-09T20:10Z [---] followers, 44.1K engagements


"$MU now trading at 15-16x fwd EPS maybe lower with price hikes. However cashflow will ALWAYS be a concern for a company spending over 30% of REVENUE on CAPEX. I have reduced A LOT of my position from the 80s today. I am still bullish MU but raising cash for other opportunities. Dips in $RMBS $VICR $EOSE $EQT will be bought. Possibly $MRVL and a few others too. This was my biggest win of the year so far [----] shares from sub [--] now down to only [---] shares. A lot of that in my IRA tax free"  
[X Link](https://x.com/joedab12/status/1987970049047728563)  2025-11-10T19:46Z [---] followers, [---] engagements


"companies with no profits razor thin margins/future margins and huge capex are hard to value. none of this neocloud price action is surprising at all to me. I'm long NBIS IREN CRWV WULF CIFR APLD too. All small positions. Big money is in semis and power layer. This is a risky sector no matter what any bulls think. Theres no sure thing for any of these"  
[X Link](https://x.com/joedab12/status/1988717023174721558)  2025-11-12T21:14Z [---] followers, [---] engagements


"$VICR $AMD $NVDA $MU $RMBS $EOSE Vicor could have just landed AMD silently. Would explain the brief jump to $100 before pulling back today. We do know they are in Cerebras and we also know they USED to be in NVDA ecosystem a couple years ago. This is a sleeper stock most people have never heard of that has 200-500% upside in the next [--] years. Not even kidding. The royalty business alone is worth $5b in market cap. https://twitter.com/i/web/status/1988766497846771958 https://twitter.com/i/web/status/1988766497846771958"  
[X Link](https://x.com/joedab12/status/1988766497846771958)  2025-11-13T00:30Z [---] followers, [----] engagements


"$EOSE $BE $NVDA $MU $VICR $RMBS $AMD EOSE is getting pounded today but I added some shares and sold a bunch of puts. This thing was up 500% from the April lows at the recent highs but has had so much of the risk removed. I've listened to the call [--] times now and the bull case is so strong. Most business dream of being in a position where they have $20b in demand and the manufacturing equipment/tooling supply chain to scale a new line every [--] days. This is a momentum stock and momentum stocks have been punished but once markets stabilize and find liquidity again I expect new leaders to emerge"  
[X Link](https://x.com/joedab12/status/1989438821407363435)  2025-11-14T21:02Z [---] followers, [----] engagements


"@andrewdfeldman @renehaas237 @ChaseLochmiller $VICR holders gonna be so rich in [--] years"  
[X Link](https://x.com/joedab12/status/2017785943705719124)  2026-02-01T02:23Z [---] followers, [---] engagements


"@chamath $atom atomera. they have IP to make semiconductors run more efficiently. Just got first joint development agreement with a top ten semiconductor player and [--] more jdas in progress. Will get 2% royalty on all wafers produced. 700mm market cap currently"  
[X Link](https://x.com/joedab12/status/1354242397476012037)  2021-01-27T01:38Z [---] followers, [--] engagements


"@michael94521 @KLabxx @psychprofits @mcinnes_danny @EnovixBatteries Im pretty bullish but cmon man almost nothing in the stock market is 100% unless youre silly enough to claim on public forum that you have inside info. You come off like a total pumper FYI"  
[X Link](https://x.com/joedab12/status/1795111232321540365)  2024-05-27T15:14Z [---] followers, [--] engagements


"@SadieSEF0077 @Bashakuma @ShaykhSulaiman As an Arab Christian I am here to confirm you are wrong. Allah does indeed mean God in Arabic"  
[X Link](https://x.com/joedab12/status/1797030194815140025)  2024-06-01T22:19Z [---] followers, [---] engagements


"@JonahLupton TGTX is a monster best in class therapy for multiple sclerosis. Cheaper than competition and safer.70% of MS patients are women and the leading drug (Ocrevus sold by Roche) has a breast cancer warning on it. TGTX doesn't. Roche's offering does 6b+ annual revenue"  
[X Link](https://x.com/joedab12/status/1802505717175533934)  2024-06-17T00:57Z [---] followers, [----] engagements


"@Banana3Stocks nvda fwd pe 33x implies $3.24 eps next year. I think closer to 26x fwd pe $4eps is very attainable. Some think as much as $5.50+ which I wont plan on but wont be shocked at either"  
[X Link](https://x.com/joedab12/status/1831909507120951460)  2024-09-06T04:17Z [---] followers, [---] engagements


"@fundstrat Tom are you a matcha guy or a coffee guy or both"  
[X Link](https://x.com/joedab12/status/1897690290573787447)  2025-03-06T16:46Z [---] followers, [--] engagements


"@DanielTNiles Oracle guidance includes ZERO from project stargate they said. So if stargate does come to fruition its a huge boom for them. Bullish $ORCL"  
[X Link](https://x.com/joedab12/status/1899372637119516961)  2025-03-11T08:11Z [---] followers, [---] engagements


"@zerohedge he said no with an explanation not exclamation. Nice fear mongering as usual LOL"  
[X Link](https://x.com/joedab12/status/1912622294826135935)  2025-04-16T21:41Z [---] followers, [--] engagements


"@InvestingVisual @IvanaSpear you are missing some gems that will 10x or greater in the next 3-4 years. Power and memory bandwidth being the greatest bottlenecks in AI companies offering enhancements/solutions there will skyrocket"  
[X Link](https://x.com/joedab12/status/1954519240955908165)  2025-08-10T12:24Z [---] followers, [----] engagements


"@David_Tracey except this time earnings are growing faster and we are in the early stages of the 2nd industrial revolution. Sucks for people who dont quite see it spend more time researching. Capex spending this high isnt a fad its the new norm for at least 7-10 years"  
[X Link](https://x.com/joedab12/status/1960277041506378227)  2025-08-26T09:44Z [---] followers, [--] engagements


"@Beth_Kindig theyre also working on full stack solutions to win back some of the margin they were forced to eat by both nvidia and competitionis it a buy in mid 40s Would be no brainer to go long again in 30s IMO may enter soon"  
[X Link](https://x.com/joedab12/status/1961686080563843211)  2025-08-30T07:03Z [---] followers, [---] engagements


"@danielnewmanUV exactly why $MU is such a safe place to park cash. All the growth rates are tremendous and memory is a bigger bottleneck than the market is pricing in right now"  
[X Link](https://x.com/joedab12/status/1963988853707927579)  2025-09-05T15:33Z [---] followers, [--] engagements


"@zerohedge if you understood the footprint theyve been building this would make more sense to you. companies like nbis are aiming for total of 1gw capacity by next year whereas oracle is building multiple data centers with over 1gw each"  
[X Link](https://x.com/joedab12/status/1965659090518245580)  2025-09-10T06:10Z [---] followers, [--] engagements


"@StealthQE4 the 2% target is based on core pce not headline cpi. silly post"  
[X Link](https://x.com/joedab12/status/1966192768734343246)  2025-09-11T17:31Z [---] followers, [--] engagements


"@GaryMarcus mark my words this marks peak bubble seems like you are back pedaling from that which is really smart if the case. Congrats on being open minded but you would have more credibility in my eyes if you did it more blatantly"  
[X Link](https://x.com/joedab12/status/1966411100997742865)  2025-09-12T07:58Z [---] followers, [---] engagements


"@DanielTNiles your assumption that its ai biz that msft didnt want may prove to be the reason oracle continues to outpeform msft. I am bullish both names but much heavier in orcl for the record"  
[X Link](https://x.com/joedab12/status/1966421454884667890)  2025-09-12T08:39Z [---] followers, [---] engagements


"$MU up over 30% since the hitpieces came out less than a month ago. New all time highs incoming $MU down overnight on two pieces of news. Neither bearish enough to warrant big dip [--]. trump wants equity in Micron. Whoopdeedoo anyone who doesnt is foolish. [--]. Skh qualified hbm4 with nvda. Inevitable but did happen 3mos early. Their hbm is sold out for [--] regardless. BTFD $MU down overnight on two pieces of news. Neither bearish enough to warrant big dip [--]. trump wants equity in Micron. Whoopdeedoo anyone who doesnt is foolish. [--]. Skh qualified hbm4 with nvda. Inevitable but did happen 3mos"  
[X Link](https://x.com/joedab12/status/1966440430561599615)  2025-09-12T09:55Z [---] followers, [---] engagements


"@Jukanlosreve cashflow. capex is leased very commonly for companies in growth mode at least in the USA"  
[X Link](https://x.com/joedab12/status/1970610341378957317)  2025-09-23T22:04Z [---] followers, [----] engagements


"This is very bullish for the market overall. This is the bond market saying this isn't a bubble. The bond market is smarter than the stock market. Oracle sold $18 billion in US investment-grade bonds the second-largest offering of [----]. $ORCL $NVDA @OpenAI The capital will be used to ramp up spending to meet the needs of the AI boom. Investor Demand: The sale was highly popular with orders peaking at nearly $88 Oracle sold $18 billion in US investment-grade bonds the second-largest offering of [----]. $ORCL $NVDA @OpenAI The capital will be used to ramp up spending to meet the needs of the AI"  
[X Link](https://x.com/joedab12/status/1975264063308636549)  2025-10-06T18:17Z [---] followers, [---] engagements


"@Sandeman52 I actually think it's up because AWS raised GPU rental prices. Margins going up. Same with CRWV and ORCL https://x.com/StockSavvyShay/status/1976265610486219247 I dont think people realize how bullish $AMZN raising its $NVDA Blackwell GPU pricing per hour is for the AI Utility names. Thats a straight read-through for $NBIS $IREN $CIFR $GLXY & $CRWV since these are the true AI utilities selling GPU power by the hour. When Amazon https://t.co/EVbEtq9tlG https://x.com/StockSavvyShay/status/1976265610486219247 I dont think people realize how bullish $AMZN raising its $NVDA Blackwell"  
[X Link](https://x.com/joedab12/status/1976413483777523817)  2025-10-09T22:24Z [---] followers, [---] engagements


"$ASPI bought the dip in a big way today. This company is on trumps radar as are rare earths in general. Didn't get a chance to post about $NB but caught that one early under $7 and think ASPI is going to see similar returns in the next few weeks to couple mos"  
[X Link](https://x.com/joedab12/status/1976431478205710720)  2025-10-09T23:35Z [---] followers, [----] engagements


"I agree with Mr El-Arian. The US is the place to be and the AI mega trend will not stop just because of short term issues with China. Trump spends a lot of time with Jensen Huang and Larry Ellison and knows exactly how far he can push this. I dont know if we bounce monday or go another 5% lower but this isn't "the end" like some doom and gloomers who have been on the sidelines since April or even [----] are hoping for IMHO Want to spark a heated debate among market participants Ask them whether this valuation premium is justified (I believe it is) whether it will persist (I think it will)"  
[X Link](https://x.com/joedab12/status/1977108717310296327)  2025-10-11T20:27Z [---] followers, [---] engagements


"@DanielTNiles you forgot $ORCL AI world event tomorrow morning in vegas they should have a lot to talk about:-) BULLISH"  
[X Link](https://x.com/joedab12/status/1977517274983702972)  2025-10-12T23:30Z [---] followers, [----] engagements


"only [--] companies have allowed their name to be used: STMicro(who invented BCD technology and is planning on using atoms tech in their most advanced 300mm smart power fab in Agrate) Soitec-who invented RFSOI where the CEO seems to be most confident see July [----] PR from soitec/atom about "advancing the state of the art" using Atomera technology. Soitec is a key player and also doing work in GaN and SiC But plenty of reason to believe that big names like samsung/skhynix/micron are in the mix as the ceo has said they've been engaged with multiple memory players(there are only [--] so at least [--] out"  
[X Link](https://x.com/joedab12/status/1978168079726342256)  2025-10-14T18:36Z [---] followers, [---] engagements


"@amitisinvesting you really didnt know this many companies use AWS and you're a tech investor.damn that unfollow button looks tempting LOL"  
[X Link](https://x.com/joedab12/status/1980335726840672571)  2025-10-20T18:10Z [---] followers, [---] engagements


"@RihardJarc correct if it was 500b in [--] quarters nvda would be over [---] and still be the cheapest mag7 stock"  
[X Link](https://x.com/joedab12/status/1983633359663460647)  2025-10-29T20:33Z [---] followers, [---] engagements


"@Sandeman52 substitute the word universe for God"  
[X Link](https://x.com/joedab12/status/1983912235777835146)  2025-10-30T15:01Z [---] followers, [---] engagements


"@ecommerceshares LOL funny and accurate. The market does reprice things all the time it's no different than Warren Buffet buying UNH and the stock spiking because he bought nothing with the company changed just the way it's viewed"  
[X Link](https://x.com/joedab12/status/1984334250662117423)  2025-10-31T18:58Z [---] followers, [----] engagements


"@JohnPompliano thats counting home equity and 401k lol way less than that have 1m liquid"  
[X Link](https://x.com/joedab12/status/1985769547081875516)  2025-11-04T18:02Z [---] followers, [--] engagements


"@InvestWithJorge nasdaq is down 5% from all time highs. woopdeedoo"  
[X Link](https://x.com/joedab12/status/1989137940925358221)  2025-11-14T01:06Z [---] followers, [---] engagements

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