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# ![@rubicon59 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::17825986.png) @rubicon59 rubicon59

rubicon59 posts on X about $mrvl, $app, $psix, $sezl the most. They currently have XXXXXX followers and 1529 posts still getting attention that total XXXXX engagements in the last XX hours.

### Engagements: XXXXX [#](/creator/twitter::17825986/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::17825986/c:line/m:interactions.svg)

- X Week XXXXXX -XX%
- X Month XXXXXXX +61%
- X Months XXXXXXXXX +5.20%
- X Year XXXXXXXXX +355%

### Mentions: XX [#](/creator/twitter::17825986/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::17825986/c:line/m:posts_active.svg)

- X Month XXX -XX%
- X Months XXX +26%
- X Year XXX +164%

### Followers: XXXXXX [#](/creator/twitter::17825986/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::17825986/c:line/m:followers.svg)

- X Week XXXXXX +2.80%
- X Month XXXXXX +7.70%
- X Months XXXXXX +14%
- X Year XXXXXX +56%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::17825986/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::17825986/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::17825986/influence)
---

**Social category influence**
[stocks](/list/stocks)  [technology brands](/list/technology-brands)  [finance](/list/finance)  [cryptocurrencies](/list/cryptocurrencies)  [countries](/list/countries)  [social networks](/list/social-networks) 

**Social topic influence**
[$mrvl](/topic/$mrvl), [$app](/topic/$app), [$psix](/topic/$psix), [$sezl](/topic/$sezl) #7, [nvda](/topic/nvda), [data center](/topic/data-center), [$nvda](/topic/$nvda), [$tgen](/topic/$tgen) #12, [$amd](/topic/$amd), [$snap](/topic/$snap)

**Top assets mentioned**
[Marvell Technology Inc (MRVL)](/topic/$mrvl) [Applovin Corporation (APP)](/topic/$app) [Sezzle Inc. Common Stock (SEZL)](/topic/$sezl) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Advanced Micro Devices (AMD)](/topic/$amd) [Snap, Inc. (SNAP)](/topic/$snap) [Goldman Sachs (GS)](/topic/goldman-sachs) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Metadium (META)](/topic/$meta) [Microsoft Corp. (MSFT)](/topic/$msft) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [CatCoin (CAT)](/topic/$cat) [Cummins Inc. (CMI)](/topic/$cmi) [GE Vernova Inc. (GEV)](/topic/$gev) [ZetaChain (ZETA)](/topic/$zeta) [Vertiv Holdings Co (VRT)](/topic/$vrt) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Applied Materials, Inc. (AMAT)](/topic/$amat) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [CoreWeave, Inc. (CRWV)](/topic/$crwv) [Cadence Design Systems Inc (CDNS)](/topic/$cdns) [IES Holdings, Inc. Common Stock (IESC)](/topic/$iesc)
### Top Social Posts [#](/creator/twitter::17825986/posts)
---
Top posts by engagements in the last XX hours

"My guess is $XXX Q2 eps is far more likely putting $SEZL on track for $XXX FY25 eps. That would make the current multiple 30x -- not bad for such a hypergrower"  
![@rubicon59 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::17825986.png) [@rubicon59](/creator/x/rubicon59) on [X](/post/tweet/1945895491574669600) 2025-07-17 17:16:52 UTC 15.7K followers, 2791 engagements


"I bet 2026 and 2027 data center capex is almost certainly understated because thats when inference demand will start kicking in in earnest"  
![@rubicon59 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::17825986.png) [@rubicon59](/creator/x/rubicon59) on [X](/post/tweet/1944532694727377029) 2025-07-13 23:01:36 UTC 15.7K followers, 6998 engagements


"Sounds like heresy but despite being up +30x since Jan'24 $SEZL still looks like great value here $94/sh"  
![@rubicon59 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::17825986.png) [@rubicon59](/creator/x/rubicon59) on [X](/post/tweet/1924288329601991058) 2025-05-19 02:17:43 UTC 15.7K followers, 29.3K engagements


"@beTochMam @nitininvests Not like $tgen. Otherwise IDK much about $ftek"  
![@rubicon59 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::17825986.png) [@rubicon59](/creator/x/rubicon59) on [X](/post/tweet/1942372769909313964) 2025-07-07 23:58:50 UTC 15.7K followers, XXX engagements


"None of these players will be able to get off the capex threadmill untill the AI market matures to some degree which is clearly many years away"  
![@rubicon59 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::17825986.png) [@rubicon59](/creator/x/rubicon59) on [X](/post/tweet/1944547142594637866) 2025-07-13 23:59:01 UTC 15.7K followers, 2056 engagements


"AI demand & supply data keep improving almost daily within an exponential framework. $NVDA $AMD $MRVL $AVGO"  
![@rubicon59 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::17825986.png) [@rubicon59](/creator/x/rubicon59) on [X](/post/tweet/1945636272728383758) 2025-07-17 00:06:50 UTC 15.7K followers, 4759 engagements


"$APP network is 1.6b DAUs vs. $SNAP s 460m. But not apples-to-apples comparable for various reasons. $APP s gamers are much more monetizable than $SNAP messaging users. On the other hand $SNAP gets to keep all of its ad revenue while $APP has to share with game publishers"  
![@rubicon59 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::17825986.png) [@rubicon59](/creator/x/rubicon59) on [X](/post/tweet/1944481460767072369) 2025-07-13 19:38:01 UTC 15.7K followers, 2833 engagements


"Many here are high on $ZETA. The business seems doing fine but the share dilution has been ridiculous negating any kinds of operating gains on a per share basis. These are Zeta's FD shares outstanding over the past few years: '25E: 244m (Est) '24: 186m '23: 157m '22: 139m '21: 87m '20: 33m"  
![@rubicon59 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::17825986.png) [@rubicon59](/creator/x/rubicon59) on [X](/post/tweet/1940151654629658829) 2025-07-01 20:52:55 UTC 15.7K followers, 15.3K engagements


"$TGEN even after a recent runup has a lot of potential in the data center power/cooling market. It has unique chiller tech especially suited to free up precious power and a potentially transformative deal with $VRT HT @Mike10947310"  
![@rubicon59 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::17825986.png) [@rubicon59](/creator/x/rubicon59) on [X](/post/tweet/1924913281397096492) 2025-05-20 19:41:04 UTC 15.7K followers, 64.3K engagements


"$TGEN inexplicably is +35% today on the same fundraising news that drove the stock down just a few days earlier. Go figure. 🤷♂"  
![@rubicon59 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::17825986.png) [@rubicon59](/creator/x/rubicon59) on [X](/post/tweet/1946280212414579102) 2025-07-18 18:45:37 UTC 15.7K followers, 2647 engagements


"Not mentioned but $MRVL is a key vendor providing 800G and 1.6T optical modules directly supporting the AI-driven demand"  
![@rubicon59 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::17825986.png) [@rubicon59](/creator/x/rubicon59) on [X](/post/tweet/1943318962059489375) 2025-07-10 14:38:40 UTC 15.7K followers, 6843 engagements


"@jinacapital @grok Funny I just tried asking grok this same question and the answer is wildly wrong :-(("  
![@rubicon59 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::17825986.png) [@rubicon59](/creator/x/rubicon59) on [X](/post/tweet/1944149156295004626) 2025-07-12 21:37:34 UTC 15.7K followers, XXX engagements


"Folks keep leaving out $MRVL but we shall see what happens"  
![@rubicon59 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::17825986.png) [@rubicon59](/creator/x/rubicon59) on [X](/post/tweet/1944185459287969976) 2025-07-13 00:01:49 UTC 15.7K followers, 7928 engagements


"$PSIX Q1 on fire: - Power Systems revenue +55% - Earnings +168%. - Annualizing Q1 yields $180m FY'25 earnings. 👀👀 - I am estimating $120-$180m - Still won't give annual guidance because tariffs Meanwhile: - MC is $716m - Net debt down to just $60m - Multiple somewhere between 4x and 7x"  
![@rubicon59 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::17825986.png) [@rubicon59](/creator/x/rubicon59) on [X](/post/tweet/1920627873230246372) 2025-05-08 23:52:23 UTC 15.7K followers, 14.8K engagements


"Anyone notice how $APP now is in the big leagues"  
![@rubicon59 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::17825986.png) [@rubicon59](/creator/x/rubicon59) on [X](/post/tweet/1936667919972442407) 2025-06-22 06:09:48 UTC 15.7K followers, 5568 engagements


"I much prefer $APP here but having said that $SNAP seems to be turning itself into an attractive business"  
![@rubicon59 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::17825986.png) [@rubicon59](/creator/x/rubicon59) on [X](/post/tweet/1944482408725950670) 2025-07-13 19:41:47 UTC 15.7K followers, 2985 engagements


"Note that ABB is a major supplier of synchronous generators. Bodes well for $PSIX"  
![@rubicon59 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::17825986.png) [@rubicon59](/creator/x/rubicon59) on [X](/post/tweet/1945856760041836646) 2025-07-17 14:42:58 UTC 15.7K followers, 8827 engagements


"Almost certainly given $APP growth its ad market share on mobile games is expanding rapidly; and thats before even expansion into e-commerce advertising. - iOS: AppLovin held a XX% share of mobile game ad revenueleading the segment. Unity Ads followed with XX% Google AdMob had XX% and ironSource was at X% . - Android: AppLovin captured XX% ranking just behind Google AdMob (28%) and significantly ahead of Unity (13%) and Mintegral (11%)"  
![@rubicon59 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::17825986.png) [@rubicon59](/creator/x/rubicon59) on [X](/post/tweet/1944129508669628809) 2025-07-12 20:19:29 UTC 15.7K followers, 3105 engagements


"$SEZL current Q2 consensusl eps of $XXXX doesnt seem to make sense as they did $X eps in Q1 (beating $XXXX consensus) The business also has been on the upward trajectory and a new product was introduced at the end of Q4"  
![@rubicon59 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::17825986.png) [@rubicon59](/creator/x/rubicon59) on [X](/post/tweet/1945845841886892273) 2025-07-17 13:59:35 UTC 15.7K followers, 4112 engagements


"I dont often buy O&G stocks but when I do I buy $UNTC"  
![@rubicon59 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::17825986.png) [@rubicon59](/creator/x/rubicon59) on [X](/post/tweet/1648890640439345153) 2023-04-20 03:25:38 UTC 15.7K followers, XX engagements


"$UNTC+17% today on a divvy +50% since tweet"  
![@rubicon59 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::17825986.png) [@rubicon59](/creator/x/rubicon59) on [X](/post/tweet/1734290416437207125) 2023-12-11 19:13:51 UTC 15.7K followers, 3016 engagements


"$MRVL expected to continue benefiting from expansion in both custom computing and interconnect segments"  
![@rubicon59 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::17825986.png) [@rubicon59](/creator/x/rubicon59) on [X](/post/tweet/1943320129262997509) 2025-07-10 14:43:18 UTC 15.7K followers, 5098 engagements


"A rollup compounder I like $VHI (Canada) - Fast growth - Low multiple - High margins - High return on acquisitions - Entrenched recurring revenues"  
![@rubicon59 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::17825986.png) [@rubicon59](/creator/x/rubicon59) on [X](/post/tweet/1749865926667927811) 2024-01-23 18:45:22 UTC 15.7K followers, 25.1K engagements


"Just for kicks compare $APP vs $SNAP. $APP has a far lower forward multiple and (IMHO) far bigger opportunity for growth.🤷♂"  
![@rubicon59 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::17825986.png) [@rubicon59](/creator/x/rubicon59) on [X](/post/tweet/1944136943802962067) 2025-07-12 20:49:02 UTC 15.7K followers, 10.5K engagements


"$IESC hits an ATH. No idea why now. +54% YTD"  
![@rubicon59 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::17825986.png) [@rubicon59](/creator/x/rubicon59) on [X](/post/tweet/1945524792766927049) 2025-07-16 16:43:51 UTC 15.7K followers, 9582 engagements


"@mvcinvesting The market is afraid of persistent take rate declines and customer concentration which compressed the current multiple"  
![@rubicon59 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::17825986.png) [@rubicon59](/creator/x/rubicon59) on [X](/post/tweet/1940726230195884331) 2025-07-03 10:56:04 UTC 15.7K followers, 2503 engagements


"ABB like $PSIX is a supplier of recoprocating-engine-based generators though ABB has a much broader generator portfolio including turbine-based"  
![@rubicon59 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::17825986.png) [@rubicon59](/creator/x/rubicon59) on [X](/post/tweet/1945861748432462147) 2025-07-17 15:02:47 UTC 15.7K followers, 2000 engagements


"I imagine at some point soon this should produce a sharp step up in $MRVL revenue and profits"  
![@rubicon59 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::17825986.png) [@rubicon59](/creator/x/rubicon59) on [X](/post/tweet/1934323734221128082) 2025-06-15 18:54:50 UTC 15.7K followers, 2639 engagements