[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @rubicon59 rubicon59 Intel ($intc) is gaining significant attention and support from the US government as a matter of national security, particularly in the development of advanced AI chips. This has led to a notable partnership with NVIDIA ($nvda) and a potential foundry spinoff, which could have significant implications for the industry. Meanwhile, Marvell ($mrvl) and other players like Broadcom ($avgo) and AMD ($amd) are also making moves in the data center and AI spaces. ### Engagements: XXXXXX [#](/creator/twitter::17825986/interactions)  - X Week XXXXXXX -XX% - X Month XXXXXXXXX +50% - X Months XXXXXXXXX +36% - X Year XXXXXXXXX +325% ### Mentions: XX [#](/creator/twitter::17825986/posts_active)  - X Week XX -XX% - X Month XXX -XXXX% - X Months XXX +13% - X Year XXXXX +192% ### Followers: XXXXXX [#](/creator/twitter::17825986/followers)  - X Week XXXXXX +0.39% - X Month XXXXXX +27% - X Months XXXXXX +49% - X Year XXXXXX +87% ### CreatorRank: XXXXXXX [#](/creator/twitter::17825986/influencer_rank)  ### Social Influence [#](/creator/twitter::17825986/influence) --- **Social category influence** [stocks](/list/stocks) #5868 [countries](/list/countries) XXXX% [technology brands](/list/technology-brands) XXXX% [finance](/list/finance) XXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% **Social topic influence** [$intc](/topic/$intc) #8, [$psix](/topic/$psix) #1, [$mrvl](/topic/$mrvl) #32, [china](/topic/china) #1319, [$nvda](/topic/$nvda) #2609, [has been](/topic/has-been) 0.66%, [mrvl](/topic/mrvl) #2, [all the](/topic/all-the) 0.49%, [$amd](/topic/$amd) #729, [infrastructure](/topic/infrastructure) #2832 **Top accounts mentioned or mentioned by** [@betochmam](/creator/undefined) [@dingo__hunter](/creator/undefined) [@jinacapital](/creator/undefined) [@kyleadamsstocks](/creator/undefined) [@gmc_thoughts](/creator/undefined) [@mike10947310](/creator/undefined) [@techinvestoor](/creator/undefined) [@himshouse](/creator/undefined) [@benitoz](/creator/undefined) [@versquared](/creator/undefined) [@blondesnmoney](/creator/undefined) [@fundasyinvestor](/creator/undefined) [@jpmontero88](/creator/undefined) [@lovinapplovin](/creator/undefined) [@accruedint](/creator/undefined) [@mattmacdonald16](/creator/undefined) [@clocktowercap](/creator/undefined) [@nietschecapital](/creator/undefined) [@puffinancial](/creator/undefined) [@pranshu_74](/creator/undefined) **Top assets mentioned** [Intel Corporation (INTC)](/topic/$intc) [Marvell Technology Inc (MRVL)](/topic/$mrvl) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Advanced Micro Devices (AMD)](/topic/$amd) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Oracle Corporation (ORCL)](/topic/$orcl) [CatCoin (CAT)](/topic/$cat) [Cummins Inc. (CMI)](/topic/$cmi) [Applovin Corporation (APP)](/topic/$app) [GE Vernova Inc. (GEV)](/topic/$gev) [DLocal Limited Class A Common Shares (DLO)](/topic/$dlo) [Broadcom, Inc. (AVGO)](/topic/$avgo) [MGM Resorts International (MGM)](/topic/$mgm) [Hundred Million (100M)](/topic/$100m) [Basis Cash (BAC)](/topic/$bac) ### Top Social Posts [#](/creator/twitter::17825986/posts) --- Top posts by engagements in the last XX hours "The cheapest AI chip bear out there that is also in hypergrowth. $MRVL" [X Link](https://x.com/rubicon59/status/1975949724009341278) [@rubicon59](/creator/x/rubicon59) 2025-10-08T15:41Z 21.2K followers, 8482 engagements "@PGelsinger should get all the 18A credit though he overspent $$ Intel did not have. But with more-fiscally-responsible LBT at the helm $INTC is in capable hands" [X Link](https://x.com/rubicon59/status/1977457498035749028) [@rubicon59](/creator/x/rubicon59) 2025-10-12T19:33Z 21.2K followers, 3214 engagements "China's rare-earth play while disruptive is weak as US domestic alternatives are being rapidly stood up an will already be able to cover half the demand in the next XX moths (and more there after) leading to full self sufficiency in a couple of years" [X Link](https://x.com/rubicon59/status/1976747246193721563) [@rubicon59](/creator/x/rubicon59) 2025-10-10T20:30Z 21.2K followers, 17.1K engagements "As it relates to power availability one exec mentioned that demand for GE $GEV turbines is explosive. I suppose Siemens Energy is in a similar boat $ENR.DE" [X Link](https://x.com/rubicon59/status/1880287179932594543) [@rubicon59](/creator/x/rubicon59) 2025-01-17T16:12Z 21.2K followers, 6946 engagements "Interesting how Mr. Market had no reaction to $INTC 18A reveal last week" [X Link](https://x.com/rubicon59/status/1977151783878496256) [@rubicon59](/creator/x/rubicon59) 2025-10-11T23:18Z 21.2K followers, 20K engagements "Next $INTC shoes to drop are inflecting earnings and key IFS customers announcing" [X Link](https://x.com/rubicon59/status/1976334738345558336) [@rubicon59](/creator/x/rubicon59) 2025-10-09T17:11Z 21.2K followers, 14.9K engagements "$INTC has a huge financial leverage on the 18A utilization" [X Link](https://x.com/rubicon59/status/1975760536219656530) [@rubicon59](/creator/x/rubicon59) 2025-10-08T03:09Z 21.2K followers, 14.3K engagements "So $NVDA $AMD and $ORCL (who else) collectively have hundreds of billions of IOUs from OpenAI But will OpenAI have the cash or will they pay in stock" [X Link](https://x.com/rubicon59/status/1975204956878852365) [@rubicon59](/creator/x/rubicon59) 2025-10-06T14:22Z 21.2K followers, 7730 engagements "IDK why $ILYDA has been neglected by the locals but the same was the case with $NXSN in Israel untill it wasnt" [X Link](https://x.com/rubicon59/status/1977096870817300497) [@rubicon59](/creator/x/rubicon59) 2025-10-11T19:40Z 21.2K followers, 2666 engagements "What are folks best picks in Singapore right now (No overpriced hotness please.)" [X Link](https://x.com/rubicon59/status/1976134419607060923) [@rubicon59](/creator/x/rubicon59) 2025-10-09T03:55Z 21.2K followers, 36K engagements "Rare earths was just a demo. $INTC" [X Link](https://x.com/rubicon59/status/1979331713164808704) [@rubicon59](/creator/x/rubicon59) 2025-10-17T23:40Z 21.2K followers, 21.2K engagements ""Caterpillar. is seeing rising demand for its smaller turbines and reciprocating engines." 🙀👀 $PSIX" [X Link](https://x.com/rubicon59/status/1978899391495729660) [@rubicon59](/creator/x/rubicon59) 2025-10-16T19:02Z 21.2K followers, 18K engagements "Gas turbines lead times are 5-7yrs and reciprocating--engine gensets 1.5-2yrs. $PSIX" [X Link](https://x.com/rubicon59/status/1975992618149728505) [@rubicon59](/creator/x/rubicon59) 2025-10-08T18:32Z 21.2K followers, 24.8K engagements "Four insiders bought $2m worth of $MRVL stock last month. While I dont read too much into it still nice" [X Link](https://x.com/rubicon59/status/1975951307728155009) [@rubicon59](/creator/x/rubicon59) 2025-10-08T15:47Z 21.2K followers, 8694 engagements "My semi-informed read: essantially a chiplet architecture implemented at the process level. Expect AI performance leap from Intel or whoever moves from TSMC to intel latest nodes" [X Link](https://x.com/rubicon59/status/1977466806366515614) [@rubicon59](/creator/x/rubicon59) 2025-10-12T20:10Z 21.2K followers, 8863 engagements "$ILYDA.AT looks like a very promising Greek enterprise software company at a very attractive valuation. Has all the vibes of $EPSIL.AT of yore" [X Link](https://x.com/rubicon59/status/1975712824216461732) [@rubicon59](/creator/x/rubicon59) 2025-10-08T00:00Z 21.2K followers, 33.1K engagements "Makes me think $PSIX growth could even accelerate" [X Link](https://x.com/rubicon59/status/1974537360210866300) [@rubicon59](/creator/x/rubicon59) 2025-10-04T18:09Z 21.2K followers, 17.8K engagements "$INTD 18A is better than *ALL* variants of (TMSC's) N3 in *ALL* aspects and is closer to N2 in real world metrics And 14A is on the way" [X Link](https://x.com/rubicon59/status/1976738145166315589) [@rubicon59](/creator/x/rubicon59) 2025-10-10T19:54Z 21.2K followers, 18.4K engagements "Gonna be short of compute and power for the foreseable future. $NVDA $PSIX +" [X Link](https://x.com/rubicon59/status/1973630214413623721) [@rubicon59](/creator/x/rubicon59) 2025-10-02T06:04Z 21.2K followers, 9126 engagements "A nice milestone for $INTC whose financials are heavily geared to 18A utilization" [X Link](https://x.com/rubicon59/status/1976277928272134619) [@rubicon59](/creator/x/rubicon59) 2025-10-09T13:25Z 21.2K followers, 7177 engagements "This means $INTC earning will start inflecting up sharply in 2026" [X Link](https://x.com/rubicon59/status/1976317200760996251) [@rubicon59](/creator/x/rubicon59) 2025-10-09T16:01Z 21.2K followers, 14K engagements "Grok on $INTC 18A" [X Link](https://x.com/rubicon59/status/1976925715246596342) [@rubicon59](/creator/x/rubicon59) 2025-10-11T08:19Z 21.2K followers, 6617 engagements "The time to load up on $APP was when no one wanted at low teens PE although it still looks good even at a 40x multiple" [X Link](https://x.com/rubicon59/status/1977062818945155322) [@rubicon59](/creator/x/rubicon59) 2025-10-11T17:24Z 21.2K followers, 8676 engagements "$APP Than was a nasty surprise if true" [X Link](https://x.com/rubicon59/status/1975298305795207652) [@rubicon59](/creator/x/rubicon59) 2025-10-06T20:33Z 21.2K followers, 12K engagements "Silly that Mr. Market bids up $DLO +5.5% on some kind of US-Argentina deal because the thesis is not country-specific" [X Link](https://x.com/rubicon59/status/1976410499245015299) [@rubicon59](/creator/x/rubicon59) 2025-10-09T22:12Z 21.2K followers, 5284 engagements "A positive milestone that very few of Mr. Market relatives anticipated IMHO. $INTC" [X Link](https://x.com/rubicon59/status/1976318580938682556) [@rubicon59](/creator/x/rubicon59) 2025-10-09T16:07Z 21.2K followers, 6496 engagements "$MRVL 😅😅🫥" [X Link](https://x.com/rubicon59/status/1976153364489814187) [@rubicon59](/creator/x/rubicon59) 2025-10-09T05:10Z 21.2K followers, 9435 engagements "$INTC has been completely written off in AI but not necessarily correctly. #JaguarShores on 18A" [X Link](https://x.com/rubicon59/status/1977099415551983956) [@rubicon59](/creator/x/rubicon59) 2025-10-11T19:50Z 21.2K followers, 4717 engagements "Mr. Market still has to squint to see $INTC business inflecting. But I see the signs that I need to see and it is still early" [X Link](https://x.com/rubicon59/status/1976407561701294248) [@rubicon59](/creator/x/rubicon59) 2025-10-09T22:00Z 21.2K followers, 11.3K engagements "On a more serious note I should point out that $MRVL's business performance this year has been completely orthogonal to the stock and on that basis would probably put it near the top of this same list" [X Link](https://x.com/rubicon59/status/1976161731153215748) [@rubicon59](/creator/x/rubicon59) 2025-10-09T05:44Z 21.2K followers, 3111 engagements "$PSIX Q1 Power Systems revenue grew XX% and Q2 115%. Does Mr. Market expects a slowdown somehow in Q3 & Q4 On the contrary I only see genset demand picking up" [X Link](https://x.com/rubicon59/status/1974203446049059003) [@rubicon59](/creator/x/rubicon59) 2025-10-03T20:02Z 21.2K followers, 10.8K engagements "I dont care if AI is a bubble. It is crazy not to tag along (judiciously) as an investor" [X Link](https://x.com/rubicon59/status/1976112128466747744) [@rubicon59](/creator/x/rubicon59) 2025-10-09T02:27Z 21.2K followers, 14.2K engagements "The full stupidity of having outsourced manufacturing & vital supply chain to China (+others) is now on full display. For decades weve been governed by corrupt incompetents. But looks great for $INTC and their recent success of 18A - now the only truly safe source of domestic advanced chip production" [X Link](https://x.com/rubicon59/status/1976706389801419104) [@rubicon59](/creator/x/rubicon59) 2025-10-10T17:48Z 21.2K followers, 14.2K engagements "Napkin math on streamlined $INTC MC under LBT with Products in shape and IFS filled quickly yields $350-$500b MC or 1.5x-3x gain on the stock. A lot more if IFS regains its full mojo. Trump Jensen & Softbank CEO in for $ billions in equity are no fools" [X Link](https://x.com/rubicon59/status/1971762483284398528) [@rubicon59](/creator/x/rubicon59) 2025-09-27T02:23Z 21.2K followers, 14.6K engagements "Just for kicks. Some valuation and growth comps among $MRVL $AMD $NVDA and $AVGO. One of them is not like the other" [X Link](https://x.com/rubicon59/status/1961641602230968513) [@rubicon59](/creator/x/rubicon59) 2025-08-30T04:06Z 21.2K followers, 17.7K engagements "Is there a better positioned pure-play business to benefit from the current and future AI datacenter power demand $PSIX" [X Link](https://x.com/rubicon59/status/1955000369395966175) [@rubicon59](/creator/x/rubicon59) 2025-08-11T20:16Z 21.2K followers, 19K engagements "War or peace $NXSN is near an ATH" [X Link](https://x.com/rubicon59/status/1977445220347519066) [@rubicon59](/creator/x/rubicon59) 2025-10-12T18:44Z 21.2K followers, 11.9K engagements "The US Energy Secretary practically names $PSIX as the beneficiary of the AI boom at min 2:31 . 😱😱" [X Link](https://x.com/rubicon59/status/1971810778954322381) [@rubicon59](/creator/x/rubicon59) 2025-09-27T05:34Z 21.2K followers, 39.8K engagements "$MGM looks very cheap it I dont like the lack of growth" [X Link](https://x.com/rubicon59/status/1978916854866583741) [@rubicon59](/creator/x/rubicon59) 2025-10-16T20:11Z 21.2K followers, 6229 engagements "$AMD chips are in such high demand they had to give away XX% of the companyto sell them" [X Link](https://x.com/rubicon59/status/1975216419274104946) [@rubicon59](/creator/x/rubicon59) 2025-10-06T15:07Z 21.2K followers, 73.2K engagements "The $ORCL AI FUD is the new Deepseek AI FUD. Makes you wonder if this all comes from the same source and why (I have some guesses.)" [X Link](https://x.com/rubicon59/status/1975717298569871443) [@rubicon59](/creator/x/rubicon59) 2025-10-08T00:18Z 21.2K followers, 8728 engagements "$PSIX thesis in one chart. Still just a 20x multiple" [X Link](https://x.com/rubicon59/status/1970758774039420977) [@rubicon59](/creator/x/rubicon59) 2025-09-24T07:54Z 21.2K followers, 10.8K engagements "A good readthrough for reciprocating-engine possible catchup demand which usually go along with the main grid generators. $PSIX" [X Link](https://x.com/rubicon59/status/1976333719263920131) [@rubicon59](/creator/x/rubicon59) 2025-10-09T17:07Z 21.2K followers, 9112 engagements "While not as severe it is not too dissimilar for backup gensets. In the US I am guessing $PSIX is one of the few that can fulfill orders timely and because also small benefits disproportionately" [X Link](https://x.com/rubicon59/status/1973739743641993472) [@rubicon59](/creator/x/rubicon59) 2025-10-02T13:19Z 21.2K followers, 15.2K engagements "$PSIX Power Systems revenue growth in the past X years. Note the acceleration every year and especially FY25" [X Link](https://x.com/rubicon59/status/1974205850521858245) [@rubicon59](/creator/x/rubicon59) 2025-10-03T20:12Z 21.2K followers, 8962 engagements "Every stock except $CAT AND $CMI on that list has done great in 8mos since tweet with some doubling" [X Link](https://x.com/rubicon59/status/1949908685192564757) [@rubicon59](/creator/x/rubicon59) 2025-07-28T19:03Z 21.2K followers, 1764 engagements "They wrote off $INTC too soon. Panther Lake (official name: Intel Core Ultra series 3) is the first Intel consumer chip to adopt the 2nm-class manufacturing process "18A". . For comparison Qualcomm's "Snapdragon X Elite" which appears nearby is 3nm and AMD's "Zen 5" is manufactured in a 4nm process" [X Link](https://x.com/rubicon59/status/1976719735883809185) [@rubicon59](/creator/x/rubicon59) 2025-10-10T18:41Z 21.2K followers, 9120 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@rubicon59 rubicon59
Intel ($intc) is gaining significant attention and support from the US government as a matter of national security, particularly in the development of advanced AI chips. This has led to a notable partnership with NVIDIA ($nvda) and a potential foundry spinoff, which could have significant implications for the industry. Meanwhile, Marvell ($mrvl) and other players like Broadcom ($avgo) and AMD ($amd) are also making moves in the data center and AI spaces.
Engagements: XXXXXX #
- X Week XXXXXXX -XX%
- X Month XXXXXXXXX +50%
- X Months XXXXXXXXX +36%
- X Year XXXXXXXXX +325%
Mentions: XX #
- X Week XX -XX%
- X Month XXX -XXXX%
- X Months XXX +13%
- X Year XXXXX +192%
Followers: XXXXXX #
- X Week XXXXXX +0.39%
- X Month XXXXXX +27%
- X Months XXXXXX +49%
- X Year XXXXXX +87%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence stocks #5868 countries XXXX% technology brands XXXX% finance XXXX% cryptocurrencies XXXX%
Social topic influence $intc #8, $psix #1, $mrvl #32, china #1319, $nvda #2609, has been 0.66%, mrvl #2, all the 0.49%, $amd #729, infrastructure #2832
Top accounts mentioned or mentioned by @betochmam @dingo__hunter @jinacapital @kyleadamsstocks @gmc_thoughts @mike10947310 @techinvestoor @himshouse @benitoz @versquared @blondesnmoney @fundasyinvestor @jpmontero88 @lovinapplovin @accruedint @mattmacdonald16 @clocktowercap @nietschecapital @puffinancial @pranshu_74
Top assets mentioned Intel Corporation (INTC) Marvell Technology Inc (MRVL) NVIDIA Corp. (NVDA) Advanced Micro Devices (AMD) Taiwan Semiconductor (TSM) Oracle Corporation (ORCL) CatCoin (CAT) Cummins Inc. (CMI) Applovin Corporation (APP) GE Vernova Inc. (GEV) DLocal Limited Class A Common Shares (DLO) Broadcom, Inc. (AVGO) MGM Resorts International (MGM) Hundred Million (100M) Basis Cash (BAC)
Top Social Posts #
Top posts by engagements in the last XX hours
"The cheapest AI chip bear out there that is also in hypergrowth. $MRVL"
X Link @rubicon59 2025-10-08T15:41Z 21.2K followers, 8482 engagements
"@PGelsinger should get all the 18A credit though he overspent $$ Intel did not have. But with more-fiscally-responsible LBT at the helm $INTC is in capable hands"
X Link @rubicon59 2025-10-12T19:33Z 21.2K followers, 3214 engagements
"China's rare-earth play while disruptive is weak as US domestic alternatives are being rapidly stood up an will already be able to cover half the demand in the next XX moths (and more there after) leading to full self sufficiency in a couple of years"
X Link @rubicon59 2025-10-10T20:30Z 21.2K followers, 17.1K engagements
"As it relates to power availability one exec mentioned that demand for GE $GEV turbines is explosive. I suppose Siemens Energy is in a similar boat $ENR.DE"
X Link @rubicon59 2025-01-17T16:12Z 21.2K followers, 6946 engagements
"Interesting how Mr. Market had no reaction to $INTC 18A reveal last week"
X Link @rubicon59 2025-10-11T23:18Z 21.2K followers, 20K engagements
"Next $INTC shoes to drop are inflecting earnings and key IFS customers announcing"
X Link @rubicon59 2025-10-09T17:11Z 21.2K followers, 14.9K engagements
"$INTC has a huge financial leverage on the 18A utilization"
X Link @rubicon59 2025-10-08T03:09Z 21.2K followers, 14.3K engagements
"So $NVDA $AMD and $ORCL (who else) collectively have hundreds of billions of IOUs from OpenAI But will OpenAI have the cash or will they pay in stock"
X Link @rubicon59 2025-10-06T14:22Z 21.2K followers, 7730 engagements
"IDK why $ILYDA has been neglected by the locals but the same was the case with $NXSN in Israel untill it wasnt"
X Link @rubicon59 2025-10-11T19:40Z 21.2K followers, 2666 engagements
"What are folks best picks in Singapore right now (No overpriced hotness please.)"
X Link @rubicon59 2025-10-09T03:55Z 21.2K followers, 36K engagements
"Rare earths was just a demo. $INTC"
X Link @rubicon59 2025-10-17T23:40Z 21.2K followers, 21.2K engagements
""Caterpillar. is seeing rising demand for its smaller turbines and reciprocating engines." 🙀👀 $PSIX"
X Link @rubicon59 2025-10-16T19:02Z 21.2K followers, 18K engagements
"Gas turbines lead times are 5-7yrs and reciprocating--engine gensets 1.5-2yrs. $PSIX"
X Link @rubicon59 2025-10-08T18:32Z 21.2K followers, 24.8K engagements
"Four insiders bought $2m worth of $MRVL stock last month. While I dont read too much into it still nice"
X Link @rubicon59 2025-10-08T15:47Z 21.2K followers, 8694 engagements
"My semi-informed read: essantially a chiplet architecture implemented at the process level. Expect AI performance leap from Intel or whoever moves from TSMC to intel latest nodes"
X Link @rubicon59 2025-10-12T20:10Z 21.2K followers, 8863 engagements
"$ILYDA.AT looks like a very promising Greek enterprise software company at a very attractive valuation. Has all the vibes of $EPSIL.AT of yore"
X Link @rubicon59 2025-10-08T00:00Z 21.2K followers, 33.1K engagements
"Makes me think $PSIX growth could even accelerate"
X Link @rubicon59 2025-10-04T18:09Z 21.2K followers, 17.8K engagements
"$INTD 18A is better than ALL variants of (TMSC's) N3 in ALL aspects and is closer to N2 in real world metrics And 14A is on the way"
X Link @rubicon59 2025-10-10T19:54Z 21.2K followers, 18.4K engagements
"Gonna be short of compute and power for the foreseable future. $NVDA $PSIX +"
X Link @rubicon59 2025-10-02T06:04Z 21.2K followers, 9126 engagements
"A nice milestone for $INTC whose financials are heavily geared to 18A utilization"
X Link @rubicon59 2025-10-09T13:25Z 21.2K followers, 7177 engagements
"This means $INTC earning will start inflecting up sharply in 2026"
X Link @rubicon59 2025-10-09T16:01Z 21.2K followers, 14K engagements
"Grok on $INTC 18A"
X Link @rubicon59 2025-10-11T08:19Z 21.2K followers, 6617 engagements
"The time to load up on $APP was when no one wanted at low teens PE although it still looks good even at a 40x multiple"
X Link @rubicon59 2025-10-11T17:24Z 21.2K followers, 8676 engagements
"$APP Than was a nasty surprise if true"
X Link @rubicon59 2025-10-06T20:33Z 21.2K followers, 12K engagements
"Silly that Mr. Market bids up $DLO +5.5% on some kind of US-Argentina deal because the thesis is not country-specific"
X Link @rubicon59 2025-10-09T22:12Z 21.2K followers, 5284 engagements
"A positive milestone that very few of Mr. Market relatives anticipated IMHO. $INTC"
X Link @rubicon59 2025-10-09T16:07Z 21.2K followers, 6496 engagements
"$MRVL 😅😅🫥"
X Link @rubicon59 2025-10-09T05:10Z 21.2K followers, 9435 engagements
"$INTC has been completely written off in AI but not necessarily correctly. #JaguarShores on 18A"
X Link @rubicon59 2025-10-11T19:50Z 21.2K followers, 4717 engagements
"Mr. Market still has to squint to see $INTC business inflecting. But I see the signs that I need to see and it is still early"
X Link @rubicon59 2025-10-09T22:00Z 21.2K followers, 11.3K engagements
"On a more serious note I should point out that $MRVL's business performance this year has been completely orthogonal to the stock and on that basis would probably put it near the top of this same list"
X Link @rubicon59 2025-10-09T05:44Z 21.2K followers, 3111 engagements
"$PSIX Q1 Power Systems revenue grew XX% and Q2 115%. Does Mr. Market expects a slowdown somehow in Q3 & Q4 On the contrary I only see genset demand picking up"
X Link @rubicon59 2025-10-03T20:02Z 21.2K followers, 10.8K engagements
"I dont care if AI is a bubble. It is crazy not to tag along (judiciously) as an investor"
X Link @rubicon59 2025-10-09T02:27Z 21.2K followers, 14.2K engagements
"The full stupidity of having outsourced manufacturing & vital supply chain to China (+others) is now on full display. For decades weve been governed by corrupt incompetents. But looks great for $INTC and their recent success of 18A - now the only truly safe source of domestic advanced chip production"
X Link @rubicon59 2025-10-10T17:48Z 21.2K followers, 14.2K engagements
"Napkin math on streamlined $INTC MC under LBT with Products in shape and IFS filled quickly yields $350-$500b MC or 1.5x-3x gain on the stock. A lot more if IFS regains its full mojo. Trump Jensen & Softbank CEO in for $ billions in equity are no fools"
X Link @rubicon59 2025-09-27T02:23Z 21.2K followers, 14.6K engagements
"Just for kicks. Some valuation and growth comps among $MRVL $AMD $NVDA and $AVGO. One of them is not like the other"
X Link @rubicon59 2025-08-30T04:06Z 21.2K followers, 17.7K engagements
"Is there a better positioned pure-play business to benefit from the current and future AI datacenter power demand $PSIX"
X Link @rubicon59 2025-08-11T20:16Z 21.2K followers, 19K engagements
"War or peace $NXSN is near an ATH"
X Link @rubicon59 2025-10-12T18:44Z 21.2K followers, 11.9K engagements
"The US Energy Secretary practically names $PSIX as the beneficiary of the AI boom at min 2:31 . 😱😱"
X Link @rubicon59 2025-09-27T05:34Z 21.2K followers, 39.8K engagements
"$MGM looks very cheap it I dont like the lack of growth"
X Link @rubicon59 2025-10-16T20:11Z 21.2K followers, 6229 engagements
"$AMD chips are in such high demand they had to give away XX% of the companyto sell them"
X Link @rubicon59 2025-10-06T15:07Z 21.2K followers, 73.2K engagements
"The $ORCL AI FUD is the new Deepseek AI FUD. Makes you wonder if this all comes from the same source and why (I have some guesses.)"
X Link @rubicon59 2025-10-08T00:18Z 21.2K followers, 8728 engagements
"$PSIX thesis in one chart. Still just a 20x multiple"
X Link @rubicon59 2025-09-24T07:54Z 21.2K followers, 10.8K engagements
"A good readthrough for reciprocating-engine possible catchup demand which usually go along with the main grid generators. $PSIX"
X Link @rubicon59 2025-10-09T17:07Z 21.2K followers, 9112 engagements
"While not as severe it is not too dissimilar for backup gensets. In the US I am guessing $PSIX is one of the few that can fulfill orders timely and because also small benefits disproportionately"
X Link @rubicon59 2025-10-02T13:19Z 21.2K followers, 15.2K engagements
"$PSIX Power Systems revenue growth in the past X years. Note the acceleration every year and especially FY25"
X Link @rubicon59 2025-10-03T20:12Z 21.2K followers, 8962 engagements
"Every stock except $CAT AND $CMI on that list has done great in 8mos since tweet with some doubling"
X Link @rubicon59 2025-07-28T19:03Z 21.2K followers, 1764 engagements
"They wrote off $INTC too soon. Panther Lake (official name: Intel Core Ultra series 3) is the first Intel consumer chip to adopt the 2nm-class manufacturing process "18A". . For comparison Qualcomm's "Snapdragon X Elite" which appears nearby is 3nm and AMD's "Zen 5" is manufactured in a 4nm process"
X Link @rubicon59 2025-10-10T18:41Z 21.2K followers, 9120 engagements