# ![@romanh__koomote Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::935057762194563077.png) @romanh__koomote 株浪漫

株浪漫 posts on X about ai, $keys, $mu, $ter the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::935057762194563077/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::935057762194563077/c:line/m:interactions.svg)

- [--] Week [------] +359%
- [--] Month [------] +4,529%
- [--] Months [---------] -51%
- [--] Year [---------] +289%

### Mentions: [--] [#](/creator/twitter::935057762194563077/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::935057762194563077/c:line/m:posts_active.svg)

- [--] Week [--] +450%
- [--] Month [--] +2,233%
- [--] Months [---] +54%
- [--] Year [---] +860%

### Followers: [---] [#](/creator/twitter::935057762194563077/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::935057762194563077/c:line/m:followers.svg)

- [--] Week [---] +7.20%
- [--] Month [---] +22%
- [--] Months [---] +113%

### CreatorRank: [---------] [#](/creator/twitter::935057762194563077/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::935057762194563077/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  40% [technology brands](/list/technology-brands)  9.17% [cryptocurrencies](/list/cryptocurrencies)  8.33% [finance](/list/finance)  3.33% [automotive brands](/list/automotive-brands)  1.67%

**Social topic influence**
[ai](/topic/ai) 19.17%, [$keys](/topic/$keys) 3.33%, [$mu](/topic/$mu) 2.5%, [$ter](/topic/$ter) 2.5%, [ter](/topic/ter) 2.5%, [$nxpi](/topic/$nxpi) 2.5%, [$crdo](/topic/$crdo) 2.5%, [$lrcx](/topic/$lrcx) 2.5%, [systems](/topic/systems) 1.67%, [$4004t](/topic/$4004t) #4

**Top accounts mentioned or mentioned by**
[@michopaaaaa](/creator/undefined) [@bakarhythm](/creator/undefined) [@cissan9984](/creator/undefined) [@romanhkoomote](/creator/undefined) [@1989hatooku](/creator/undefined) [@bizzatukora](/creator/undefined) [@alice1211mg](/creator/undefined)

**Top assets mentioned**
[KEYS (KEYS)](/topic/$keys) [Micron Technology, Inc. (MU)](/topic/$mu) [Teradyne, Inc. (TER)](/topic/$ter) [NXP Semiconductors NV (NXPI)](/topic/$nxpi) [Credo Technology Group Holding Ltd (CRDO)](/topic/$crdo) [Lam Research Corporation (LRCX)](/topic/$lrcx) [Zebra Technologies Corp. (ZBRA)](/topic/$zbra) [Cognex, Corp. (CGNX)](/topic/$cgnx) [Applied Materials, Inc. (AMAT)](/topic/$amat) [Netskope, Inc. (NTSK)](/topic/$ntsk) [Honeywell International Inc (HON)](/topic/honeywell) [Heroes of NFT (HON)](/topic/$hon) [Teledyne Technologies Incorporated (TDY)](/topic/$tdy) [Intuitive Surgical, Inc. (ISRG)](/topic/$isrg) [Tesla, Inc. (TSLA)](/topic/$tsla) [Sanmina  Corp (SANM)](/topic/$sanm) [Advanced Micro Devices (AMD)](/topic/advanced-micro-devices) [Lattice Semiconductor Corp (LSCC)](/topic/$lscc) [Cisco Systems Inc (CSCO)](/topic/$csco) [Arista Networks Inc (ANET)](/topic/$anet) [Accenture (ACN)](/topic/accenture) [Factset Research Systems, Inc. (FDS)](/topic/$fds) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Fabrinet (FN)](/topic/$fn) [Arm Holdings plc (ARM)](/topic/$arm) [Coherent Inc (COHR)](/topic/$cohr) [Symbotic Inc. Class A Common Stock (SYM)](/topic/$sym) [Dynatrace, Inc. (DT)](/topic/$dt) [Amkor Technology Inc (AMKR)](/topic/$amkr) [Datadog Inc (DDOG)](/topic/$ddog) [Astera Labs, Inc. (ALAB)](/topic/$alab) [GlobalFoundries (GFS)](/topic/globalfoundries) [Vertiv Holdings Co (VRT)](/topic/$vrt) [Equinix Inc (EQIX)](/topic/$eqix) [AppLovin Corporation (APP)](/topic/applovin) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Roku, Inc. (ROKU)](/topic/$roku) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [Chime Financial, Inc (CHYM)](/topic/$chym) [Toll Brothers, Inc. (TOL)](/topic/$tol) [Autozone Inc (AZO)](/topic/autozone) [Ollie's Bargain Outlet Holdings, Inc. Common Stock (OLLI)](/topic/$olli) [Casey's General Stores, Inc. (CASY)](/topic/$casy) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Ciena Corporation (CIEN)](/topic/$cien) [Planet Labs PBC (PL)](/topic/$pl) [RH (RH)](/topic/$rh) [Fulcrom Finance (FUL)](/topic/$ful) [General Dynamics Corporation (GD)](/topic/$gd) [Hexcel Corporation (HXL)](/topic/$hxl) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [CyberArk Software Ltd. (CYBR)](/topic/$cybr) [Booz Allen Hamilton Holding, Corp. (BAH)](/topic/$bah) [TE Connectivity Ltd (TEL)](/topic/te-connectivity) [Telcoin (TEL)](/topic/$tel) [Medtronic PLC (MDT)](/topic/medtronic) [Omnicell Inc (OMCL)](/topic/$omcl) [Rockwell Automation (ROK)](/topic/$rok) [Oceaneering International Inc. (OII)](/topic/$oii) [Measurable Data Token (MDT)](/topic/$mdt) [Stryker Corporation (SYK)](/topic/$syk)
### Top Social Posts
Top posts by engagements in the last [--] hours

"✅Advanced Micro Devices $AMD ☑Q42/3 ☑8 📉 [--] 2026198341035%  2026SoC2significant double-digit percentage7 AI 4AIMI30839000111 PC CEOPCTAM 📈 [-----] 439%54 CPU CPUEPYC AI AIInstinct MI350MI4002026 PC Ryzen34%31 Non-GAAP57% https://twitter.com/i/web/status/2018952508593602660 https://twitter.com/i/web/status/2018952508593602660"  
[X Link](https://x.com/romanh__koomote/status/2018952508593602660)  2026-02-04T07:39Z [---] followers, [---] engagements


"✅/ulvac6728 ☑AI ☑Q22/10 ☑🚀 📈 : 30028002AI940 AI: AI54%AIDRAM : [---] : 210-12163 📉 : 28.1%44.9%EV EV: AISiC : ✅6728 📊1Q11/11 4.89% 📈 /  https://t.co/aYwTxFMM6u ✅6728 📊1Q11/11 4.89% 📈 /  https://t.co/aYwTxFMM6u"  
[X Link](https://x.com/romanh__koomote/status/2021922915365879836)  2026-02-12T12:22Z [---] followers, [---] engagements


"✅7012 ✅4186 ✅5801 ✅5713 ✅9880 http://x.com/i/article/2022639813120397312 http://x.com/i/article/2022639813120397312"  
[X Link](https://x.com/romanh__koomote/status/2022645267519148327)  2026-02-14T12:13Z [---] followers, [---] engagements


"✅Palantir Technologies $PLTR ✅Teradyne $TER ✅/KYOCERA6971 ✅Super Micro Computer $SMCI ✅Lumentum $LITE ✅Cirrus Logic $CRUS http://x.com/i/article/2020105057203814400 http://x.com/i/article/2020105057203814400"  
[X Link](https://x.com/romanh__koomote/status/2020114595206365304)  2026-02-07T12:37Z [---] followers, [---] engagements


"✅Lattice Semiconductor $LSCC ☑AICPUGPUFPGA ☑Q42/10 ☑13%🚀 ☑AI 📈 : 20261Q115800172001480037% EPS: Q1165% +85%: 202585% AI: AI12024120263 : IndustrialAutomotive :  Nexus/Avant: NexusAvant70%20% 📉 GAAP4GAAP7601650SBC1.165300 R&D4GAAP17.7%202612 CEO  202518% https://twitter.com/i/web/status/2021503780907515923 https://twitter.com/i/web/status/2021503780907515923"  
[X Link](https://x.com/romanh__koomote/status/2021503780907515923)  2026-02-11T08:37Z [---] followers, [---] engagements


"✅Cisco Systems $CSCO ☑IT ☑Q22/11 ☑7% ☑ 📉 Q3: 2Non-GAAP67.5%365.5%66.5% : AI CEO AI4%Splunk AI202650CapExConservative 📈 2153EPS1.042026EPS AI ITAI221132026AI50  18%20%CEO1 2%0.4230 https://twitter.com/i/web/status/2021849362134184246 https://twitter.com/i/web/status/2021849362134184246"  
[X Link](https://x.com/romanh__koomote/status/2021849362134184246)  2026-02-12T07:30Z [---] followers, [---] engagements


"✅Arista Networks $ANET ☑AIOS ☑Q42/12 ☑11%🚀 AI202625%112.5AI27.532.5 📈 [----] 202625%112.532.5 MetaMicrosoft2AB20261210%10% AIAIInfiniBand4InfiniBandAIGPU  [----] 📉 62-64% AI/AIAI Deferred RevenueAIAcceptance criteria ☑10%10%12 CEOJayshree Ullal2026ABMetaMicrosoft1210% AIAIInfiniBandArista 4InfiniBandGPU1010GPU  CFO10%high single digits AristaCloud and AI Titans100GPU105 https://twitter.com/i/web/status/2022261551873589628 https://twitter.com/i/web/status/2022261551873589628"  
[X Link](https://x.com/romanh__koomote/status/2022261551873589628)  2026-02-13T10:48Z [---] followers, [---] engagements


"✅/Resonac Holdings4004 ☑ ☑Q42/13 ☑4% ☑ 20251246.8%4504200IFIS4471100 2026121030IFIS9.6% [----------] 📈 : 47%AI : 18.4%1091 V: 202612140028.3%770165.2% : [----] : D/E0.831.0 📉 : FiammIFRS47.6%60.5%290 : [--] : 45% :  : 3.2% https://twitter.com/i/web/status/2022561099132907703 https://twitter.com/i/web/status/2022561099132907703"  
[X Link](https://x.com/romanh__koomote/status/2022561099132907703)  2026-02-14T06:38Z [---] followers, [---] engagements


"✅/Resonac Holdings4004 ☑AINo.1 ☑AI https://www.resonac.com/sites/default/files/2026-02/vision2025q4.pdf https://www.resonac.com/sites/default/files/2026-02/vision2025q4.pdf"  
[X Link](https://x.com/romanh__koomote/status/2022562726791516427)  2026-02-14T06:45Z [---] followers, [---] engagements


"✅/Mitsui Mining & Smelting5706 ☑ ☑Q32/13 ☑6% ☑ 770120057.0%IFIS46.4% 📈 : +50.0%+55.8%+79.1% AI: AIMicroThin42.6% :  : [--------] 📉 3: 35.9% : [---] : https://twitter.com/i/web/status/2022566463186596310 https://twitter.com/i/web/status/2022566463186596310"  
[X Link](https://x.com/romanh__koomote/status/2022566463186596310)  2026-02-14T06:59Z [---] followers, [---] engagements


"✅/Mitsui Mining & Smelting5706 ☑  [------] [--------]      [----] https://www.mitsui-kinzoku.com/LinkClick.aspxfileticket=fLOdXkWzm9E%3d&tabid=100&mid=826&TabModule819=0 https://www.mitsui-kinzoku.com/LinkClick.aspxfileticket=fLOdXkWzm9E%3d&tabid=100&mid=826&TabModule819=0"  
[X Link](https://x.com/romanh__koomote/status/2022568500620071159)  2026-02-14T07:08Z [---] followers, [---] engagements


"✅/MICRONICS JAPAN6871 ☑ ☑Q42/13 ☑8% ☑ 20251239.6%171133IFIS1383700223.6% [----------] 📈 : 26.1%31.6%165410-12DRAM : 202612262.5%123+14% AIHBM: AIHBM : [------] 📉 TE: TE89200 AI: AINAND : [--] https://twitter.com/i/web/status/2022583377254322298 https://twitter.com/i/web/status/2022583377254322298"  
[X Link](https://x.com/romanh__koomote/status/2022583377254322298)  2026-02-14T08:07Z [---] followers, [---] engagements


"✅Zebra Technologies $ZBRA ☑RFIDAI ☑Q42/12 ☑8.58% 📈 Beat 414.75EPS4.33 20262026913%EPS17.7018.30211115% RFID22026Elo Touch [--] 📉 22200bps [--] 1%  47600Exit and restructuring charges ☑AIRFID AI: AIAIZebraAI RFID: 20262high double-digit growth ☑ 2fully mitigating https://twitter.com/i/web/status/2022183213955993636 https://twitter.com/i/web/status/2022183213955993636"  
[X Link](https://x.com/romanh__koomote/status/2022183213955993636)  2026-02-13T05:37Z [---] followers, [---] engagements


"✅/EBARA6361 ☑CMP ☑Q42/13 ☑4% ☑ 20251211.1%11097700IFIS11076300 2026129.8%1219IFIS2.8% [----------] 📈 :  1: [--------] : [----------] : 20252001.08% : AI23.0%15.2% : 89.1%54.0% 📉 : 12.6%7.4% : [---] :  : KBL : S&S18.0%16.9% https://twitter.com/i/web/status/2022577580726231056 https://twitter.com/i/web/status/2022577580726231056"  
[X Link](https://x.com/romanh__koomote/status/2022577580726231056)  2026-02-14T07:44Z [---] followers, [---] engagements


"✅/Kanto Denka Kogyo4047 ☑ ☑Q32/12 ☑20%🚀 ☑ [-----------] 1355317.6% IFIS551.4% 📈 : 334536% 2: 39.913.9%35 : 5.21.8 : KSG-14C4F6WF6 📉 : 202581043007.8%17 :  : NF3 : 20.5%29.4% https://twitter.com/i/web/status/2022621481847656950 https://twitter.com/i/web/status/2022621481847656950"  
[X Link](https://x.com/romanh__koomote/status/2022621481847656950)  2026-02-14T10:38Z [---] followers, [---] engagements


"https://x.com/romanh__koomote/status/2022645267519148327s=20 https://t.co/Yn8RDNoJfl https://x.com/romanh__koomote/status/2022645267519148327s=20 https://t.co/Yn8RDNoJfl"  
[X Link](https://x.com/romanh__koomote/status/2022969696203706657)  2026-02-15T09:42Z [---] followers, [---] engagements


"@michopaaaaa"  
[X Link](https://x.com/anyuser/status/1081915861701554176)  2019-01-06T14:10Z [---] followers, [--] engagements


"@BAKARHYTHM"  
[X Link](https://x.com/anyuser/status/1094594910542426112)  2019-02-10T13:52Z [---] followers, [--] engagements


"@michopaaaaa"  
[X Link](https://x.com/anyuser/status/1307677203811893249)  2020-09-20T13:45Z [---] followers, [--] engagements


"✅12/17or18 🏢 $MU / $ACN / FactSet Research Systems $FDS ☑ $MU 📈10.12%🚀 ☑ $ACN 📉1.38% ☑FactSet Research Systems $FDS 📉7.68% ☑ MicronAIHBM2026 AccentureAIAIIT FactSet MicronAccentureAIFactSetAI ☑IR # # # #AI #AI https://investor.factset.com/ https://investor.accenture.com/ https://investors.micron.com/ https://investor.factset.com/ https://investor.accenture.com/ https://investors.micron.com/"  
[X Link](https://x.com/romanh__koomote/status/2001960522011623662)  2025-12-19T10:19Z [---] followers, [---] engagements


"✅ / FANUC [----] ☑2026/3Q1/26() ☑PhysicalAI ☑1% ☑6.5%623315.6%1277EVFA2026384075.5%2022800017298.8% ☑AI $NVDA NVIDIAAIAI"  
[X Link](https://x.com/romanh__koomote/status/2015749296159940998)  2026-01-26T11:30Z [---] followers, [----] engagements


"✅ / Advantest [----] ☑3Q1/28 ☑10% ☑HPCSoCDRAMAI ☑IFIS19.5%(3715)4525 ☑ [--].  : 10digestionAISoC : [--] [--].  : [----------] : 8004540+21.4% SoC: SoCAI980 [--]. 2026CY2026 : AI2026SoC25-40%8595 : 10-35% ☑ 1.AI 2.QoQSoCAI [--] SoC: [--] AI: SoCAIAIQoQ : SoC [--].  : ☑Advantest https://www.advantest.com/ja/investors/ https://www.advantest.com/ja/investors/"  
[X Link](https://x.com/romanh__koomote/status/2016481355253834167)  2026-01-28T11:59Z [---] followers, [----] engagements


"✅Fabrinet $FN ☑AIAIEMS ☑Q22/2 ☑EPS 📉 300EPS0.0920303 AI800G/1.6T 7% :Building 10CapEx500 Automotive:3 HPCAI: AIHPCCEOlumpy 📈 AI/HPCAIHPC1500860015000 TelecomTelecom59%5.54DCI42% Building [---------] https://twitter.com/i/web/status/2018597872858431810 https://twitter.com/i/web/status/2018597872858431810"  
[X Link](https://x.com/romanh__koomote/status/2018597872858431810)  2026-02-03T08:10Z [---] followers, [---] engagements


"✅Teradyne $TER ☑/ ☑Q42/2 ☑23%🚀 ☑AI420261 📈AI2026 AIAI CEOGreg SmithSemi TestAI [-----] 2026Q1 [-----------------------] : CEO2026AI 📉 Robotics20254004200Restructuring and other15603860 [--------] TechnoprobeEquity in net earnings of affiliate1990720 https://twitter.com/i/web/status/2018643449520808236 https://twitter.com/i/web/status/2018643449520808236"  
[X Link](https://x.com/romanh__koomote/status/2018643449520808236)  2026-02-03T11:11Z [---] followers, [---] engagements


"☑Teradyne #ADVANTEST $TER https://x.com/romanh__koomote/status/2016481355253834167s=20 ✅ / Advantest [----] ☑3Q1/28 ☑10% ☑HPCSoCDRAMAI ☑IFIS19.5%(3715)4525 https://t.co/Jv0pqIQ1pI https://x.com/romanh__koomote/status/2016481355253834167s=20 ✅ / Advantest [----] ☑3Q1/28 ☑10% ☑HPCSoCDRAMAI ☑IFIS19.5%(3715)4525 https://t.co/Jv0pqIQ1pI"  
[X Link](https://x.com/romanh__koomote/status/2018644060358189432)  2026-02-03T11:13Z [---] followers, [---] engagements


"I picked up a small amount of Ibiden shares today. I agreed with Bernsteins view that even if Intel wins EMIB-T orders from external customers its actually Ibidenthe one supplying the substrates to Intelthat stands to benefit far more. On top of that I believe ABF https://t.co/hhiV86uI4B I picked up a small amount of Ibiden shares today. I agreed with Bernsteins view that even if Intel wins EMIB-T orders from external customers its actually Ibidenthe one supplying the substrates to Intelthat stands to benefit far more. On top of that I believe ABF https://t.co/hhiV86uI4B"  
[X Link](https://x.com/romanh__koomote/status/2018981511152943576)  2026-02-04T09:34Z [---] followers, [---] engagements


"✅ARM $ARM ☑AIIP ☑Q32/4 ☑7% ☑Q3Q4 📉 327%410%low teens : CFOMediaTek15%12% : 20254MediaTek 📈100%AICPUArmv9CSS ☑SBGCEO1 https://twitter.com/i/web/status/2019305360964874538 https://twitter.com/i/web/status/2019305360964874538"  
[X Link](https://x.com/romanh__koomote/status/2019305360964874538)  2026-02-05T07:01Z [---] followers, [---] engagements


"✅Coherent $COHR ☑AI ☑Q22/4 ☑2% 📈 : AI36%22% : Book-to-bill42027Visibility AI: 800G1.6T : 6InP80% : AICPOCo-Packaged OpticsApple3D2025 📉 : CEO : IndustrialSemicap CapEx: [---------] https://twitter.com/i/web/status/2019315416871629137 https://twitter.com/i/web/status/2019315416871629137"  
[X Link](https://x.com/romanh__koomote/status/2019315416871629137)  2026-02-05T07:41Z [---] followers, [----] engagements


"✅Symbotic $SYM ☑AI/ ☑Q12/4 ☑11% ☑GAAP 📈 GAAP: 17001300GAAP6700 :  : [---] : 26500067000EBITDA70007500 📉 Backlog: [------] : lumpy2R&D : QoQ234 : 110CFO ✅AI Symbotic $SYM 📊4Q11/24 39.36%🚀 📈 💹SBI 4Q https://t.co/FvuX9gtYdi ✅AI Symbotic $SYM 📊4Q11/24 39.36%🚀 📈 💹SBI 4Q https://t.co/FvuX9gtYdi"  
[X Link](https://x.com/romanh__koomote/status/2019318868448276723)  2026-02-05T07:55Z [---] followers, [---] engagements


"✅/TAIYO YUDEN6979 ☑Q32/6 ☑MLCCBB1.0 ☑MLCCAI 📈 [--].  : 16.7%210100.8% : 44.4%130458.3% : [---] [--]. MLCCAI BB BB: 3BB1.071.08 AI: 2Q34+3% [--]. 10Q4  📉 : FBAR/SAW36.8% : [---] 4: 41-313%11% : [----] https://twitter.com/i/web/status/2020036422271660181 https://twitter.com/i/web/status/2020036422271660181"  
[X Link](https://x.com/romanh__koomote/status/2020036422271660181)  2026-02-07T07:26Z [---] followers, [---] engagements


"✅/Kawasaki Heavy Industries Group7012 ☑Q32/9 ☑15%🚀 📈 [--].  : 150166+16 : [--------] : 30%DOE4% [--].  : +80900 3: [--] [--].  : ES&M : R2682250 [--].  WMATA: WMATA7000 📉 PS&E: [--] : PS&E3805781 :  : # # # https://twitter.com/i/web/status/2020754440932999580 https://twitter.com/i/web/status/2020754440932999580"  
[X Link](https://x.com/romanh__koomote/status/2020754440932999580)  2026-02-09T06:59Z [---] followers, [---] engagements


"✅/fujikura5803 ☑Q32/9 ☑AI ☑ https://ssl4.eir-parts.net/doc/5803/ir_material_for_fiscal_ym2/197842/00.pdf https://ssl4.eir-parts.net/doc/5803/ir_material_for_fiscal_ym2/197842/00.pdf"  
[X Link](https://x.com/romanh__koomote/status/2020771624971383245)  2026-02-09T08:07Z [---] followers, [----] engagements


"✅/Furukawa Electric5801 ☑Q32/9 ☑20%🚀 ☑AI [--]. +50%3605401.5+180 : [--]. +40120160 [--]. [---] AIAI [--]. [--] 34-12117.0%355 📉 : [--] : [--] : [----] : +1803184 https://twitter.com/i/web/status/2020777130821669165 https://twitter.com/i/web/status/2020777130821669165"  
[X Link](https://x.com/romanh__koomote/status/2020777130821669165)  2026-02-09T08:29Z [---] followers, [---] engagements


"✅/INNOTECH9880 ☑Q32/9 ☑8% ☑ : 9.4%78.6% : [--] : STAr Technologies4.1 : EDA : 📉 :  :  : https://twitter.com/i/web/status/2020820352679759951 https://twitter.com/i/web/status/2020820352679759951"  
[X Link](https://x.com/romanh__koomote/status/2020820352679759951)  2026-02-09T11:21Z [---] followers, [---] engagements


"✅/Sumitomo Metal Mining5713 ☑Q32/9 ☑8% 📈 : 265.3%1082 :  : [-------] : DOE3.5%52183 : AI: 📉 :  :  : EV : TC/RC https://twitter.com/i/web/status/2020829069760413784 https://twitter.com/i/web/status/2020829069760413784"  
[X Link](https://x.com/romanh__koomote/status/2020829069760413784)  2026-02-09T11:56Z [---] followers, [---] engagements


"✅Dynatrace $DT ☑Q32/9 ☑7% ☑AIDynatrace IntelligenceAI 📈 [--]. : 2026ARR15.5%16%1251.25% : Non-GAAPNon-GAAP EPS [--]. 10: [--------] [--]. Net New ARR: ARRNet New ARR323Net New ARR7500 : Log Management1100% ARR: ARR16% [--]. AI Dynatrace Intelligence: Dynatrace IntelligenceAIAIAI 📉  Consumption20%ARR16%ARR  ARR70%New Logo30% AI/LLM AILLMDynatrace  [--] AI AIAI https://twitter.com/i/web/status/2021173248042668363 https://twitter.com/i/web/status/2021173248042668363"  
[X Link](https://x.com/romanh__koomote/status/2021173248042668363)  2026-02-10T10:43Z [---] followers, [--] engagements


"✅Amkor Technology $AMKR ☑AIOSAT ☑Q42/9 ☑2% 📈EPS0.6925% AI: 202620%AIHDFO20262 : [--] iOS: 428%iOS 📉 CapEx: 2026253020259HDFO : 2026112.5%13.5%416.7%43000 : 410%PCAI https://twitter.com/i/web/status/2021178443111727594 https://twitter.com/i/web/status/2021178443111727594"  
[X Link](https://x.com/romanh__koomote/status/2021178443111727594)  2026-02-10T11:04Z [---] followers, [---] engagements


"✅IHI7013 ☑Q32/10 ☑4.94% 📈 /: [--] LCB: LCB :  : [---] 📉 PW1100G-JM: : : PW1100G-JM"  
[X Link](https://x.com/romanh__koomote/status/2021190699551748348)  2026-02-10T11:53Z [---] followers, [---] engagements


"✅/Sumitomo Heavy Industries6302 ☑ ☑Q32/10 ☑10% ☑78%V4 : 300.7%4309 : 3.32%40010020261220145 : 78%24%11584 : 📉 :  :  : :6.6%3.8%"  
[X Link](https://x.com/romanh__koomote/status/2021201313279901874)  2026-02-10T12:35Z [---] followers, [---] engagements


"✅SRE Holdings2980 ☑AIAIAI ☑Q32/10 ☑2/1013%🚀 📈 : 369%24.3119%13.9 : AICCAIARR41%75.8LH137% : L&P191%33.4 : [----] : PT0.4% 📉 : 18117044.8%28.2% : BSFCF : [----] PT: 372.0%4 https://twitter.com/i/web/status/2021463420894314712 https://twitter.com/i/web/status/2021463420894314712"  
[X Link](https://x.com/romanh__koomote/status/2021463420894314712)  2026-02-11T05:56Z [---] followers, [---] engagements


"✅Datadog $DDOG ☑AI ☑Q42/10 ☑13%🚀 ☑AI 📈 AIQ320%23% : AI8New Logo : AI2014DatadogAI : AI10019 Bookings: 4Bookings37%16.3 : TCV12100018Consolidation Q4: 29%9.53 : FCF31% : 202612526% 📉  202618%20%202528%29%  2026Non-GAAP21%424%202522%R&D AI Largest Customer AI AILLM https://twitter.com/i/web/status/2021495696604660180 https://twitter.com/i/web/status/2021495696604660180"  
[X Link](https://x.com/romanh__koomote/status/2021495696604660180)  2026-02-11T08:05Z [---] followers, [---] engagements


"✅Astera Labs $ALAB ☑AIGPU ☑Q42/10 ☑10% ☑EPS 📉 [--]. 20261Non-GAAP74%475.7%202575.8% [--]. OpEx 1Non-GAAP112001180049600Acqui-hireR&D [--]. Amazon Amazon6522200CFO 📈 492%2.7115%20261610% Amazon65Amazon6517 Scorpio PCIe 6Scorpio P-Series22026AIScorpio X-Series2026 Microsoft AzureCXL MicrosoftIntelSAPAzureCXLLeoCXL2026 https://twitter.com/i/web/status/2021499832930803986 https://twitter.com/i/web/status/2021499832930803986"  
[X Link](https://x.com/romanh__koomote/status/2021499832930803986)  2026-02-11T08:21Z [---] followers, [---] engagements


"✅ $MU Micron Technology Conference ☑Wolfe Research 2/11 ☑ [--].  : AI2026 : 68% [--]. HBM HBM4: HBM421 : 2026HBM [--].  : DRAMNAND2028 : Tongluo1822027DRAM CapEx: [-------] [--].  LTA: [--]. NAND : AI/SSD10 https://twitter.com/i/web/status/2021828029908234568 https://twitter.com/i/web/status/2021828029908234568"  
[X Link](https://x.com/romanh__koomote/status/2021828029908234568)  2026-02-12T06:05Z [---] followers, [---] engagements


"✅ $MU Micron Technology ☑Wolfe Research [--]. AI AI AI AI  GPUASICHBM LPDRAMDDR60% SSD [------------] AI AIPC [--].  HBM4HBM3E HBM4 HBM411 GbpsHBM3EHBM4/2 2026HBM LPDRAMNAND LPDRAM LPDRAMLPDRAM398% NAND/SSD SSDTLCQLCNANDSSDHDD15 [--].  ID1DRAM2027 18DRAM20272028 DRAM NAND2028 1-gamma2026 HBMDRAMHBM33 [--]. LTA  AIPC/35 Co-design  [--].  2026268%HBM1-gamma  https://twitter.com/i/web/status/2021830607383544001 https://twitter.com/i/web/status/2021830607383544001"  
[X Link](https://x.com/romanh__koomote/status/2021830607383544001)  2026-02-12T06:15Z [---] followers, [---] engagements


"✅GlobalFoundries $GFS ☑AIIP ☑Q42/11 ☑16%🚀 ☑ 📈 : Non-IFRS29.0%3603.6% EPS: Non-IFRS EPS10.5520% Q1: 2026116.25Non-IFRS EPS0.35 AI/: 32%20252026AI 5: [----] SynopsysIP: SynopsysIPARCAIPhysical AI 📉 Smart Mobile & IoT 11%IoT15%  2026Net CapEx1520%20258%FCF202517%202610% OpEx R&D https://twitter.com/i/web/status/2021833839921050083 https://twitter.com/i/web/status/2021833839921050083"  
[X Link](https://x.com/romanh__koomote/status/2021833839921050083)  2026-02-12T06:28Z [---] followers, [---] engagements


"✅Vertiv Holdings $VRT ☑AIIT ☑Q42/11 ☑24%🚀 ☑AI 📈 [--]. Orders Growth Q4+252%: 20254Organic Orders252%117% : 109%150Visibility [--]. AI AI: AIOneCoreSmartRowLiquid Cooling : PurgeRiteAI [--]. [----] : 20262729%135EPS5.976.0743% : 202622.5% [--]. Q4 : 4EPS1.3637% : 151%9.1 📉 EMEAAPAC Americas46%4EMEA14%APAC9%20261EMEA20%down mid-20s%   2026CapEx34%23%Cash Taxes3.47 4Tariffs202611 https://twitter.com/i/web/status/2021842177819619678 https://twitter.com/i/web/status/2021842177819619678"  
[X Link](https://x.com/romanh__koomote/status/2021842177819619678)  2026-02-12T07:01Z [---] followers, [---] engagements


"✅Equinix $EQIX ☑REIT250 ☑Q42/11 ☑7% 📈 Bookings 4Annualized Gross Bookings42%474001627% [----] 2026910%AFFO1AFFO810%10%20.64/ AI460%AI50%SalesforceAIEquinixAI  2026EBITDA51%202549.1%2002% 📉 xScale 4HamptonxScale202611Q4 CFOCFOKeith Taylor  AMEREMEAAPAC3%AMER: +7%EMEA: +8% Churn4MRRChurn2.2%2.4%AI https://twitter.com/i/web/status/2021860675870765283 https://twitter.com/i/web/status/2021860675870765283"  
[X Link](https://x.com/romanh__koomote/status/2021860675870765283)  2026-02-12T08:15Z [---] followers, [---] engagements


"✅Applovin $APP ☑AIAXONMAXE ☑Q42/11 ☑6% 66%EBITDA84%AI 📉 [--]. MetaCEOAIMetaCEO [--]. EWeb ECEOGA [--]. Q12026157%17.4517.75CFOQ1 📈 466%16.6EBITDA82%1484%70%40%+150 Q1157%17.4517.75E EWebAI40016008000LTVCAC30 AIAI 488%13.125.83900 https://twitter.com/i/web/status/2021865571965616513 https://twitter.com/i/web/status/2021865571965616513"  
[X Link](https://x.com/romanh__koomote/status/2021865571965616513)  2026-02-12T08:34Z [---] followers, [---] engagements


"✅Cognex $CGNX ☑AI ☑Q42/11 ☑24%🚀 ☑ 10%252009%FALogistics EBITDA42022.7%6 EPS10.2735% 9%99400 EBITDA21.5%+440bps20%1 77%237002 [----] [------------] 2026EBITDA25% 20261Q1235002550013%EBITDA19.0%22.0%16.8% https://twitter.com/i/web/status/2021868676904112636 https://twitter.com/i/web/status/2021868676904112636"  
[X Link](https://x.com/romanh__koomote/status/2021868676904112636)  2026-02-12T08:47Z [---] followers, [---] engagements


"✅Nebius $NBIS ☑NVIDIAGPUAIneocloud ☑Q42/12 ☑1.26 ☑ARR Miss 422770came in light : GPU ARRBeat 12ARR1211 : ARRMeta metric EBITDA EBITDA1500AI19%24% ARR 📈 2024Q3Q42026Q1GPU50% Meta2Microsoft 25%ClickHouse1502.2NebiusCFO 2026ARR7090ConvictionCEO 📉 [--------------] 60%40%ATM EBITDA2026EBIT https://twitter.com/i/web/status/2022176643331371260 https://twitter.com/i/web/status/2022176643331371260"  
[X Link](https://x.com/romanh__koomote/status/2022176643331371260)  2026-02-13T05:10Z [---] followers, [---] engagements


"✅Applied Materials $AMAT ☑ ☑Q12/12 ☑11%🚀 AI1202620% ☑Earnings call /: CJ Muse202610%low teens22% AMAT: Applied Materials202620%more than 20%AIDRAMHBM : Krish Sankar32026 AMAT: ICAPSflattish : Vivek Aryaconventional thinking AMAT: [--------] 📈 AIAIHBMGate-All-AroundGAA AGSAGS15%15.690% SamsungEPIC R&DEPICSamsung Electronics Non-GAAP49.1%+0.2 📉 ICAPS7%IoTICAPS NANDDRAMNAND202610%   [------] https://twitter.com/i/web/status/2022256251615494242 https://twitter.com/i/web/status/2022256251615494242"  
[X Link](https://x.com/romanh__koomote/status/2022256251615494242)  2026-02-13T10:27Z [---] followers, [---] engagements


"✅Roku $ROKU ☑OSTV ☑Q42/12 ☑15%🚀 2026121% 📈 2026121%202518% 4Net Income8000EBITDA FCF4.84138%2028FCF [--] The Trade DeskAmazon DSPDSP SMBRoku Ads ManagerAI [---------] The Roku ChannelYouTube2 📉 TV423.3%202610% 452.8%54.1%20265152% WalmartVizioTVOSRokuTargetBest BuyWalmart 121%18% https://twitter.com/i/web/status/2022267145246433455 https://twitter.com/i/web/status/2022267145246433455"  
[X Link](https://x.com/romanh__koomote/status/2022267145246433455)  2026-02-13T11:10Z [---] followers, [---] engagements


"20 https://x.com/cynanyc/status/935376351334252545 [---] [--] [----] Re:minder - https://t.co/f735T024Ej https://x.com/cynanyc/status/935376351334252545 [---] [--] [----] Re:minder - https://t.co/f735T024Ej"  
[X Link](https://x.com/anyuser/status/935379058359123968)  2017-11-28T05:25Z [---] followers, [--] engagements


"@cissan_9984 https://x.com/romanh__koomote/status/1935226841599713332s=46&t=xYWD3zmgN9EJn5YFMujxYg  - https://t.co/03hsja3fM9 https://x.com/romanh__koomote/status/1935226841599713332s=46&t=xYWD3zmgN9EJn5YFMujxYg  - https://t.co/03hsja3fM9"  
[X Link](https://x.com/romanh__koomote/status/1935254175916638479)  2025-06-18T08:32Z [---] followers, [----] engagements


"(S) ✨ & [----] 42() - 31200( ) ✨ & [----] 42() - 31200( )"  
[X Link](https://x.com/romanh__koomote/status/1936701459565035854)  2025-06-22T08:23Z [---] followers, 11.7K engagements


"SpaceX3545% $RKLB @romanh__koomote https://note.com/romankabu/n/n1b2fbfd5a180sub_rt=share_pb https://note.com/romankabu/n/n1b2fbfd5a180sub_rt=share_pb"  
[X Link](https://x.com/romanh__koomote/status/1936752670993489970)  2025-06-22T11:46Z [---] followers, [----] engagements


"- https://www.nikkei.com/article/DGXZQOUA01A750R00C25A7000000/ https://www.nikkei.com/article/DGXZQOUA01A750R00C25A7000000/"  
[X Link](https://x.com/romanh__koomote/status/1939994065317372012)  2025-07-01T10:26Z [---] followers, 15.9K engagements


"AI AIAI 5🧵 AI AIAI 5🧵"  
[X Link](https://x.com/romanh__koomote/status/1940332428549358040)  2025-07-02T08:51Z [---] followers, [----] engagements


"Chime Financial Inc. $CHYM https://note.com/romankabu/n/n155f66dc0cf6sub_rt=share_sb https://note.com/romankabu/n/n155f66dc0cf6sub_rt=share_sb"  
[X Link](https://x.com/romanh__koomote/status/1941847332317991302)  2025-07-06T13:10Z [---] followers, [---] engagements


"😅 👵 ECB 😅 https://t.co/IjiGcFEvjI 👵 ECB 😅 https://t.co/IjiGcFEvjI"  
[X Link](https://x.com/romanh__koomote/status/1944660327033172456)  2025-07-14T07:28Z [---] followers, [----] engagements


"@1989hatooku 🥹"  
[X Link](https://x.com/romanh__koomote/status/1944683085213422047)  2025-07-14T08:59Z [---] followers, [---] engagements


"10203 JGB JGB"  
[X Link](https://x.com/romanh__koomote/status/1946801904039919708)  2025-07-20T05:18Z [---] followers, [---] engagements


"ULVACNHK   NHK https://www3.nhk.or.jp/news/html/20250728/k10014877061000.html https://www3.nhk.or.jp/news/html/20250728/k10014877061000.html"  
[X Link](https://x.com/romanh__koomote/status/1950161489785958643)  2025-07-29T11:48Z [---] followers, [---] engagements


"@Biz_zatukora 🙏"  
[X Link](https://x.com/romanh__koomote/status/1952284186263662597)  2025-08-04T08:23Z [---] followers, [--] engagements


"Quantum Club🎤 #suno #sunoai #Aimusic"  
[X Link](https://x.com/romanh__koomote/status/1953314059891114283)  2025-08-07T04:35Z [---] followers, [--] engagements


"✅ 141A 📊20256 [---] AI"  
[X Link](https://x.com/romanh__koomote/status/1955951163041570845)  2025-08-14T11:14Z [---] followers, [----] engagements


"👏 JPYC - https://www.nikkei.com/article/DGXZQOUB146U80U5A810C2000000/ https://www.nikkei.com/article/DGXZQOUB146U80U5A810C2000000/"  
[X Link](https://x.com/romanh__koomote/status/1956996475906674928)  2025-08-17T08:28Z [---] followers, [---] engagements


"✅HD [----] 📊202631Q [---] 👍/ # # # AI https://www.toridoll.com/ir/account/ https://www.toridoll.com/ir/account/"  
[X Link](https://x.com/romanh__koomote/status/1957684647384739860)  2025-08-19T06:02Z [---] followers, [---] engagements


"✨ 🟢4TOPIX ✨ 🟢4TOPIX"  
[X Link](https://x.com/romanh__koomote/status/1958799282380611909)  2025-08-22T07:51Z [---] followers, [----] engagements


"✅NXP Semiconductors N.V. $NXPI 3Q 10/27() 31.7/0.4% 6.3/1% EPS2.48/0.01 [----] GAAP57.0%33.8%13.11Aviva Links2.43STMEMS9.5Kinara PhilipsNASDAQEVNXP ✅NXP Semiconductors N.V. $NXPI 10/27()20:00 3Q ChatGPT https://t.co/D5mdvj9vR5 PhilipsNASDAQEVNXP ✅NXP Semiconductors N.V. $NXPI 10/27()20:00 3Q ChatGPT https://t.co/D5mdvj9vR5"  
[X Link](https://x.com/romanh__koomote/status/1983402600210018465)  2025-10-29T05:16Z [---] followers, [---] engagements


"✅NXP Semiconductors N.V. $NXPI 3Q 10/27() NotebookLM NXP3 CEO [--]. 0% NXP202530%6% NXP : NXP202457% : NXP20242027812%CAGR : 11550GB10TB NXP1NXP NXPAviva Links [--]. NXP MEMSSTMicroelectronics95000 2acquisition Aviva Links24300 NPUKinara NXPKinaraNPUAI [--]. NXPNXP100% [-------------------] 20182024192GAAP109% NXP https://www.nxp.com/company/about-nxp/investor-relations:INVESTOR-RELATIONS https://www.nxp.com/company/about-nxp/investor-relations:INVESTOR-RELATIONS"  
[X Link](https://x.com/romanh__koomote/status/1983403808408646098)  2025-10-29T05:21Z [---] followers, [--] engagements


"5G/6GAIAI ✅Keysight Technologies $KEYS 11/24() 📊4Q 🚨gemini [-----] EPS1.85 ☑2025 [--] 💻NotebookLM [-----------] AICSGAIADGEISG2 M&A 7%11/21 https://investor.keysight.com/investor-relations/default.aspx https://investor.keysight.com/investor-relations/default.aspx"  
[X Link](https://x.com/romanh__koomote/status/1992854035615948832)  2025-11-24T07:13Z [---] followers, [---] engagements


"✅Keysight Technologies $KEYS 11/24() 📊4Q ☑2025 [--] 💻NotebookLM CEO [--------] [-----]  [--------] [--] 57% [--------] [--]  (CSG) CSGAIADG2025  (Commercial Communications): AI5G Advanced6GNTN  (ADG):  (EISG) EISG1263 : AIHBM  (General Electronics): PCB : OEM AI AIAI : 400G/800G1.6T/3.2T : AIHBM : AI  Q1 FY25: 40%31% Q2 & Q3 FY25: 36%28% RF EDAKeysightCare https://twitter.com/i/web/status/1992857413553365319 https://twitter.com/i/web/status/1992857413553365319"  
[X Link](https://x.com/romanh__koomote/status/1992857413553365319)  2025-11-24T07:26Z [---] followers, [---] engagements


"✅Keysight Technologies $KEYS 📊4Q11/24 10.01% 💹SBI 4Q 14.2/2.5% 73002.3/18.3% 11.33/0.3 53.8/0.8% 8.5/19.6% 14.89/0.9 💻NotebookLM [-----] 410%141900GAAP1EPS16%1.9114%153300 AINTNCSG11%EISG9% SpirentOptical Solutions GroupPowerArtistSAM12.515 20261153000155000GAAP EPS1.952.012026 Genspark https://investor.keysight.com/investor-relations/default.aspx https://investor.keysight.com/investor-relations/default.aspx 5G/6GAIAI ✅Keysight Technologies $KEYS 11/24() 📊4Q 🚨gemini https://t.co/9xSn80NvOD https://investor.keysight.com/investor-relations/default.aspx"  
[X Link](https://x.com/romanh__koomote/status/1993572079267201415)  2025-11-26T06:46Z [---] followers, [---] engagements


"✅Keysight Technologies $KEYS 📊4Q11/24 NotebookLM [--] [--]. 202545375008%GAAP1EPS7.1614%414190010%GAAP EPS1.9116% 415330014%1.081 CEO KeysightCEOKeysight [--]. 2025SpirentOptical Solutions GroupPowerArtist317AI6GSpirentNTN [--------------] [--]. [--] (CSG): AIBroadcom1.6TAINTN (EISG): AIHBM [--]. [----------] [----] [--]. 20261153000155000GAAP EPS1.952.01 202657% CFOEPS2026EPS10%  https://twitter.com/i/web/status/1993586675776471463 https://twitter.com/i/web/status/1993586675776471463"  
[X Link](https://x.com/romanh__koomote/status/1993586675776471463)  2025-11-26T07:44Z [---] followers, [---] engagements


"$CRDO AI # # # #note # https://note.com/romankabu/n/nae84b4628e0fsub_rt=share_pb https://note.com/romankabu/n/nae84b4628e0fsub_rt=share_pb"  
[X Link](https://x.com/romanh__koomote/status/1994374785531572674)  2025-11-28T11:56Z [---] followers, [---] engagements


"14%Credo TechnologyACE $CRDO https://credosemi.com/ https://credosemi.com/"  
[X Link](https://x.com/romanh__koomote/status/1995754068422316402)  2025-12-02T07:17Z [---] followers, [---] engagements


"✅Credo Technology $CRDO 📊2Q [---] 📈10.12% 20% FY2026 Q1 vs Q2Ver Q1 $223M Q2 $268M (+20%)272% GAAPQ1 $63M Q2 $83M Non-GAAP 1$0.52 $0.67 Hyperlume($92M)ATM$385M Q3$335-345MAI AInote https://investors.credosemi.com/overview/default.aspx AI ✅Credo Technology $CRDO 12/1() 📊2Q 🚨Gemini https://t.co/7E6PYSJPHY https://investors.credosemi.com/overview/default.aspx AI ✅Credo Technology $CRDO 12/1() 📊2Q 🚨Gemini https://t.co/7E6PYSJPHY"  
[X Link](https://x.com/romanh__koomote/status/1996136711647355307)  2025-12-03T08:37Z [---] followers, [---] engagements


"✅12/8()/ 8/9 🏢Ooma/Toll Brothers/Byrna Technologies AI Ooma Inc. $OOMA SMBOoma OfficeAirdialARPU Toll Brothers Inc. $TOL  Byrna Technologies Inc. $BYRN SOS ☑note # # # https://note.com/romankabu/n/n1467a2694387app_launch=false https://note.com/romankabu/n/n1467a2694387app_launch=false"  
[X Link](https://x.com/romanh__koomote/status/1997649821122097574)  2025-12-07T12:50Z [---] followers, [---] engagements


"✅12/9()/ 9/9 🏢AutoZone/Ollie's Bargain Outlet/Arqit Quantum AutoZone Inc. $AZO DIY2025304 Ollie's Bargain Outlet Holdings Inc. $OLLI Ollie's Army80% Arqit Quantum Inc. $ARQQ ☑note https://note.com/romankabu/n/n84ed2742291dsub_rt=share_pb https://note.com/romankabu/n/n84ed2742291dsub_rt=share_pb"  
[X Link](https://x.com/romanh__koomote/status/1997943642368139711)  2025-12-08T08:17Z [---] followers, [---] engagements


"✅12/9()/ 9/10 🏢Caseys General Stores/AeroVironment/GameStop  $CASY 2025EPS9%EBITDA13%  $AVAV UASBlue Halo115200Halo  $GME [-----] ☑note https://note.com/romankabu/n/n8b3169aee9e5 https://note.com/romankabu/n/n8b3169aee9e5"  
[X Link](https://x.com/romanh__koomote/status/1998079072174317946)  2025-12-08T17:15Z [---] followers, [---] engagements


"✅Netskope $NTSK ☑20263 ARR34%7540033%1842011201060 https://investors.netskope.com/ ✅12/11()/ : After Close 🏢Broadcom/Lululemon/Costco/Netskope Broadcom Inc $AVGO https://t.co/Hhb871Pot2 https://investors.netskope.com/ ✅12/11()/ : After Close 🏢Broadcom/Lululemon/Costco/Netskope Broadcom Inc $AVGO https://t.co/Hhb871Pot2"  
[X Link](https://x.com/romanh__koomote/status/1999381846614827203)  2025-12-12T07:32Z [---] followers, [---] engagements


"$CIEN $PL $NTSK $RH # #"  
[X Link](https://x.com/romanh__koomote/status/1999713482791612661)  2025-12-13T05:30Z [---] followers, [---] engagements


"✅H.B. Fuller $FUL ☑202541/14() ☑ ☑ 2EPS M&A202311 203027Project Quantum Leap AI/EV ☑AI ESD HVAC Engineering AdhesivesEA ☑notebooklm [----] 800122%stickyH.B.CEOM&A 8002% [--] H.B.25230EV 25H.B.230 3M&A H.B.M&AEBITDAEBITDA20231120EBITDA5500880060%EBITDA17.6%29% EBITDAEBITDA60%5500EBITDA8800 [--] H.B.20308227750035001500 [--] M&AGemEV Gem [--] H.B.1M&A32455 ☑H.B. Fuller https://investors.hbfuller.com/overview/default.aspx_gl=1*18j55qm*_gcl_au*MTc2NTA5MTQ3Ni4xNzY4NDYyNDY4*_ga*Nzk3NDU2MDQ3LjE3Njg0NjI0Njc.*_ga_LP0YF0KS8J*czE3Njg0NjI0NjYkbzEkZzEkdDE3Njg0NjI2MTAkajUzJGwwJGgw"  
[X Link](https://x.com/romanh__koomote/status/2011714582361059330)  2026-01-15T08:18Z [---] followers, [--] engagements


"✅2026& [--]. Cyber & C4ISR Palantir $PLTR CyberArk $CYBR Booz Allen Hamilton $BAH General Dynamics $GD Information Superiority Supply & Manufacturing Honeywell $HON Hexcel $HXL Teledyne $TDY  [--]. eVTOL Drones AeroVironment $AVAV Kratos $KTOS Red Cat $RCAT Northrop Grumman $NOC eVTOL Joby Aviation $JOBY Archer Aviation $ACHR EHang $EH  [--].  OODA Observe Orient Decide Act Palantir $PLTR Booz Allen Hamilton $BAH Leidos $LDOS CACI $CACI [--].  Lockheed Martin $LMT RTX $RTX Boeing $BA Trimble $TRMB RBC Bearings $RBC Redwire $RDW    https://x.com/StockSavvyShay/status/2010691962190331918s=20"  
[X Link](https://x.com/romanh__koomote/status/2012149728222622178)  2026-01-16T13:07Z [---] followers, [---] engagements


"✅TE Connectivity $TEL ☑AI ☑1Q1/21() ☑0.97% ☑22%47EPS33%2.72 5128%9%AIAI2026AI902 202624713%EPS2.6520%202668% ☑ Book-to-Bill1.10 2026AI902 (DDN): AI70% [-----] ☑ 5128%B/B1.1 38%AI 88% 11% 12% ☑2Q2 Q247Q1Q2300IndustrialAI Transportation 40%10%teensCFOFX  CapEx AI6% ☑TE Connectivity https://investors.te.com/investor-home/default.aspx ✅TE Connectivity $TEL 4Q 10/29()  47.5/3.7% 6.6/1.6 12.22/0.04 https://t.co/cxU4W5yZgF https://investors.te.com/investor-home/default.aspx ✅TE Connectivity $TEL 4Q 10/29()  47.5/3.7% 6.6/1.6 12.22/0.04 https://t.co/cxU4W5yZgF"  
[X Link](https://x.com/romanh__koomote/status/2014299249098592621)  2026-01-22T11:28Z [---] followers, [---] engagements


"✅Teledyne Technologies $TDY ☑SDATranche 3M&A ☑4Q1/21() ☑9.81% ☑4GAAP1EPS Teledyne FLIR SDATranche [--] Tracking Layer43 20252M&A85000442111.4 2026637000GAAPEPS23.65 ☑ Teledyne FLIR: +20%UAS : USVFLIR : OPF-LOrganic Precision Fires-Light SDA: Tranche [--] Tracking Layer431 String of PearlsM&A ☑X ☑ Teledyne2 [--]. [----] [--]. SDATranche [--] Tracking LayerTeledyne43 ☑Teledyne Technologies https://www.teledyne.com/investors/earnings-releases https://www.teledyne.com/investors/earnings-releases"  
[X Link](https://x.com/romanh__koomote/status/2014310113595850899)  2026-01-22T12:12Z [---] followers, [---] engagements


"✅Intuitive Surgical $ISRG ☑ da VinciIon ☑4Q1/22() ☑ da VinciIonda Vinci 5202519%21%101da Vinci [--] da Vinci XIRASC 2026da Vinci13%15%202518%2026 ☑ 435% ☑ Journal of Abdominal Wall Surgery [---] vs 1.244% [---] ☑Intuitive Surgical https://isrg.intuitive.com/ ✅Intuitive Surgical $ISRG / 3Q 10/22 25.1/4.1% 7/6.8% EPS1.95/0.34% da Vinci 5da https://t.co/UGEwKXzUt9 https://isrg.intuitive.com/ ✅Intuitive Surgical $ISRG / 3Q 10/22 25.1/4.1% 7/6.8% EPS1.95/0.34% da Vinci 5da https://t.co/UGEwKXzUt9"  
[X Link](https://x.com/romanh__koomote/status/2014662064640557522)  2026-01-23T11:30Z [---] followers, [---] engagements


"✅#DISCO $TDY 🗓1/191/23 ☑61463Q1/21 AI11361092271.4% ☑Teledyne Technologies $TDY 4Q1/21 4GAAP1EPS https://x.com/romanh__koomote/status/2014310113595850899s=20 https://x.com/romanh__koomote/status/2013936576074764470s=20 https://x.com/romanh__koomote/status/2014310113595850899s=20 https://x.com/romanh__koomote/status/2013936576074764470s=20"  
[X Link](https://x.com/romanh__koomote/status/2015017839699366026)  2026-01-24T11:04Z [---] followers, [---] engagements


"✅ / Nitto DenKo [----] ☑2026/3Q1/26() ☑ : : : ☑3%📈 ☑1.0%78623.3%14792.6%1148.688 IT2026312701860460 https://twitter.com/i/web/status/2015754564679458860 https://twitter.com/i/web/status/2015754564679458860"  
[X Link](https://x.com/romanh__koomote/status/2015754564679458860)  2026-01-26T11:51Z [---] followers, [---] engagements


"🤖 ROBOTS ARE TAKING OVER36 $ROK Rockwell Automation $ZBRA Zebra Technologies $CGNX Cognex $PATH UiPath $PEGA Pegasystems $MDT Medtronic $PRCT Procept BioRobotics $OMCL Omnicell $SYK Stryker $ISRG Intuitive Surgical $TSLA Tesla $HON Honeywell $TER Teradyne $LECO Lincoln Electric $OII Oceaneering International $FARO FARO Technologies $RR Richtech Robotics / $NVDA NVIDIA $PTC PTC $PDYN Palantir AI $QCOM Qualcomm $AMZN Amazon $SYM Symbotic $SERV Serve Robotics $ATS ATS Corp / $AVAV AeroVironment $LMT Lockheed Martin $BA Boeing $TDY Teledyne Technologies $TXT Textron $ESLT Elbit Systems $KTOS"  
[X Link](https://x.com/romanh__koomote/status/2015773548506431765)  2026-01-26T13:07Z [---] followers, [---] engagements


"🏭TSMC TSMCCapExAI 🔑 TSMC ASML $ASML 15.23% Applied Materials $AMAT 15.08% Lam Research $LRCX 9.15% KLA $KLAC 6.10% Entegris $ENTG 1.31% BASF $BASFY 0.86% Keysight Technologies $KEYS 0.83% Air Liquide $AIQUY 0.68% 35.77% 🧠 TSMCCapEx EUV  ☑ http://5201.JP http://4186.JP http://6920.JP http://4005.JP http://4063.JP http://7735.JP http://6857.JP http://2760.JP $TSM is the AI factory that builds the chips that power every AI model on earth. Heres how TSMCs capex flows through the supply chain: $ASML gates leading-edge AI output by controlling access to EUV lithography at each node transition"  
[X Link](https://x.com/romanh__koomote/status/2015779018969378856)  2026-01-26T13:29Z [---] followers, [---] engagements


"✅Sanmina $SANM ☑AIEMS ☑1Q1/26 ☑7.97%📉 Q1Q2AI ☑20261ZT SystemsGAAPGAAP1EPS59%31.9GAAP26.0% ☑Bank of America ZT SystemsQ2Q2ZT Systems ☑ AIZT Systems AI20271602 : 20262027AI : 400G800G1.6T :  AI GAAP6%67% ☑ Q1Q2: Q131.9Q232.53134 ZT Systems: Q1ZT Systems2Q23 : AI20262027 : : 3% ZT Systems74%22Inventory Turns https://twitter.com/i/web/status/2016050283730911434 https://twitter.com/i/web/status/2016050283730911434"  
[X Link](https://x.com/romanh__koomote/status/2016050283730911434)  2026-01-27T07:26Z [---] followers, [---] engagements


"✅Sanmina $SANM ☑1Q21%🔽"  
[X Link](https://x.com/romanh__koomote/status/2016417606241263691)  2026-01-28T07:46Z [---] followers, [--] engagements


"✅Qorvo $QRVO ☑ $AAPL AppleET PMICQorvo🍎 ☑3Q1/27 ☑9% ☑ [--]. 41-339.9348.0250019% Android [--]. 20272027mid-single-digit Android [--]. ultra-high-bandPAD :  : iPadapproximately flat [--]. AndroidAndroid : 2027Android1.523 : Android ☑ 3: 9.93Non-GAAP49.1%EPS2.17 : AndroidHPA202750%EPS7 Apple: iPadHigh-band PADAppleQorvoET PMIC HPA: D&A5SSDPMIC : UWBWi-Fi 7/8 ☑Qorvo https://ir.qorvo.com/ https://ir.qorvo.com/"  
[X Link](https://x.com/romanh__koomote/status/2016497824507244702)  2026-01-28T13:05Z [---] followers, [---] engagements


"✅Lam Research $LRCX ☑2Q1/28 ☑ AIAIHBM202640% SAM: Gate-All-AroundGAA10/10SAM NANDAI: AISSDeSSDNAND2026 ☑ [--]. Gross Margin 3349%1%249.7% : [--].  : 43%35%2026WFE [--]. AI2026WFE2027 https://twitter.com/i/web/status/2016777859256496456 https://twitter.com/i/web/status/2016777859256496456"  
[X Link](https://x.com/romanh__koomote/status/2016777859256496456)  2026-01-29T07:38Z [---] followers, [--] engagements


"✅Avnet $AVT ☑2Q1/28 ☑13%🚀 ☑EC/Farnell ☑AI ☑ [--]. Beat & Raise 263EPS1.0512% [--]. 3Q363.51% [--]. AmericasEMEA [--]. FarnellFarnell24%126002800 ☑ : 17%Gross Margin : 2025%3035% SG&A: SG&A5500 : AI https://twitter.com/i/web/status/2016797745076654304 https://twitter.com/i/web/status/2016797745076654304"  
[X Link](https://x.com/romanh__koomote/status/2016797745076654304)  2026-01-29T08:57Z [---] followers, [---] engagements


"✅Amphenol $APH ☑CommScopeAI ☑4Q1/28 ☑12% ☑ : 69.5CCS960.5Q464.4 : CFO AI AmphenolQ427.5%CCS : CCS11001% : /AIIT DatacomQ130% : Q110% ☑ : 449%64.4EPS76%0.97 AI: 48468% : 27.5% M&A: CommScopeCCS2026410.15EPS : 29%19% : [----] https://twitter.com/i/web/status/2016839734556070014 https://twitter.com/i/web/status/2016839734556070014"  
[X Link](https://x.com/romanh__koomote/status/2016839734556070014)  2026-01-29T11:43Z [---] followers, [---] engagements


"$META $MSFT $TSLA https://t.co/c7XjodqE3j https://t.co/c7XjodqE3j"  
[X Link](https://x.com/romanh__koomote/status/2016951699517428176)  2026-01-29T19:08Z [---] followers, [---] engagements


"http://x.com/i/article/2017120187343077376 http://x.com/i/article/2017120187343077376"  
[X Link](https://x.com/romanh__koomote/status/2017130124735631638)  2026-01-30T06:57Z [---] followers, [----] engagements


"$SNDK $IBM $LRCX $GLW $STX https://t.co/C9kr8CxlIF https://t.co/C9kr8CxlIF"  
[X Link](https://x.com/romanh__koomote/status/2018363904767008777)  2026-02-02T16:40Z [---] followers, [---] engagements


"✅NXP Semiconductors $NXPI ☑IoTAI ☑4Q2/2 ☑5% ☑ 📉 2025122.73% GAAP24.8%27.1% Communication Infrastructure & Other418%24% AutomotiveIoTIndustrial & IoT0% 120261QoQ3%9% GAAPRestructuring and Other IncidentalsGAAPMEMS 📈 4433.47% IoTQoQ 4Non-GAAP7.9323.8% 5.9274.7% AIAviva LinksKinara MEMS9 202618%15% SDVAI2030Non-GAAP EPS https://twitter.com/i/web/status/2018568071166955563 https://twitter.com/i/web/status/2018568071166955563"  
[X Link](https://x.com/romanh__koomote/status/2018568071166955563)  2026-02-03T06:11Z [---] followers, [---] engagements


"✅/omron6645 ☑Q32/5 ☑7.93% ☑AIIABXAXI 📈 [--]. IABAIAI : AI : AIXAXI+182% [--]. 44Q13.4%410.9%V  [--]. B/B31.01.20 AI [--]. 1008550Q4 ☑AXICTAIIABDX1 [--]. XAXIAXIAI CT: 3CT AI: AIAXI : No.1 [--]. IAB  DX1: 20259DX1DX : PLC :  : 📉 SSB:  EV: IABEVDMBEV : HCB : [--] https://twitter.com/i/web/status/2019733287787462996 https://twitter.com/i/web/status/2019733287787462996"  
[X Link](https://x.com/romanh__koomote/status/2019733287787462996)  2026-02-06T11:21Z [---] followers, [---] engagements


"NP http://milieu.ink/column/2018 http://milieu.ink/column/2018"  
[X Link](https://x.com/anyuser/status/944119377208664064)  2017-12-22T08:16Z [---] followers, [--] engagements


"https://x.com/harukazechan/status/948774248314646528 https://x.com/harukazechan/status/948774248314646528"  
[X Link](https://x.com/anyuser/status/948777946994507776)  2018-01-04T04:47Z [---] followers, [--] engagements


"https://x.com/harukazechan/status/955374282917298176   https://t.co/RzhvHWVUWS https://x.com/harukazechan/status/955374282917298176   https://t.co/RzhvHWVUWS"  
[X Link](https://x.com/anyuser/status/955375133195059202)  2018-01-22T09:42Z [---] followers, [--] engagements


"@Alice1211_Mg"  
[X Link](https://x.com/anyuser/status/997543576279040000)  2018-05-18T18:24Z [---] followers, [--] engagements

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