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# ![@techfund1 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1356621924919615489.png) @techfund1 Tech Fund

Tech Fund posts on X about asml, open ai, $ddog, dram the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.

### Engagements: XXX [#](/creator/twitter::1356621924919615489/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1356621924919615489/c:line/m:interactions.svg)

- X Week XXXXXX +1,945%
- X Month XXXXXXX -XXXX%
- X Months XXXXXXX -XX%
- X Year XXXXXXXXX +5.90%

### Mentions: XX [#](/creator/twitter::1356621924919615489/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1356621924919615489/c:line/m:posts_active.svg)

- X Week XX +100%
- X Month XX +54%
- X Months XX -XX%
- X Year XXX -XX%

### Followers: XXXXXX [#](/creator/twitter::1356621924919615489/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1356621924919615489/c:line/m:followers.svg)

- X Week XXXXXX +2.50%
- X Month XXXXXX +4%
- X Months XXXXXX +22%
- X Year XXXXXX +83%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::1356621924919615489/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1356621924919615489/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1356621924919615489/influence)
---

**Social category influence**
[technology brands](/list/technology-brands)  [stocks](/list/stocks)  [finance](/list/finance)  [currencies](/list/currencies)  [travel destinations](/list/travel-destinations)  [countries](/list/countries)  [automotive brands](/list/automotive-brands) 

**Social topic influence**
[asml](/topic/asml), [open ai](/topic/open-ai), [$ddog](/topic/$ddog), [dram](/topic/dram), [roadmap](/topic/roadmap), [clickhouse](/topic/clickhouse), [eps](/topic/eps), [$tmdx](/topic/$tmdx), [ti](/topic/ti), [databricks](/topic/databricks)

**Top assets mentioned**
[Datadog Inc (DDOG)](/topic/$ddog) [TransMedics Group, Inc. Common Stock (TMDX)](/topic/$tmdx) [KLA Corp (KLAC)](/topic/$klac) [Lam Research Corporation (LRCX)](/topic/$lrcx) [Applied Materials, Inc. (AMAT)](/topic/$amat) [Micron Technology, Inc. (MU)](/topic/$mu)
### Top Social Posts [#](/creator/twitter::1356621924919615489/posts)
---
Top posts by engagements in the last XX hours

"More background on why Guggenheim reached the conclusion that OpenAI will likely be moving away from $DDOG: "OpenAI has already completed building and testing the internal observability solution onto which Datadog workloads will move. In fact a recent video called Scaling Clickhouse to Petabytes of Logs at OpenAI shows members of technical staff at OpenAI discussing an internal observability solution built on Clickhouse which we believe corroborates our view. Meanwhile the company may be evaluating other more cost- effective alternatives to other Datadog functionalities. We believe this would"  
![@techfund1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1356621924919615489.png) [@techfund1](/creator/x/techfund1) on [X](/post/tweet/1944432927103652003) 2025-07-13 16:25:10 UTC 11.2K followers, 11.5K engagements


"$TMDX to beat with XX% according to William Blair: "We expect TransMedics to exceed consensus sales and EPS expectations this quarter with the potential to also raise full-year guidance. More specific based on our analysis of flight volume trends in the period (detailed below) we believe second-quarter revenue could reach roughly $XXX million which is XX% above the current Street estimate of $XXXXX million. Our projections are further supported by strong monthly organ transplant activity throughout the second quarter particularly in liver transplants (approximately XX% of TMDX revenue)."  
![@techfund1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1356621924919615489.png) [@techfund1](/creator/x/techfund1) on [X](/post/tweet/1943714032630051001) 2025-07-11 16:48:32 UTC 11.2K followers, 2815 engagements


"Former manager at ASML sees three challenges for the company: X. Customer consolidation X. Emergence of new semi technologies that are not litho intensive X. 2nm and 1nm will be hugely expensive nodes limiting wafer demand"  
![@techfund1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1356621924919615489.png) [@techfund1](/creator/x/techfund1) on [X](/post/tweet/1944837398187098344) 2025-07-14 19:12:23 UTC 11.2K followers, 18K engagements


"Research published over the last month - links in bio: A Niche Winner in the AI Data Center Picks & Shovels for Biotech: Outlook Snowflake Databricks and the Cloud Data Market A Tour of Asian Tech Semis - Nvidia AMD Marvell BESI KLA Entegris Arm Intel Navitas Microchip & TI"  
![@techfund1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1356621924919615489.png) [@techfund1](/creator/x/techfund1) on [X](/post/tweet/1944295836814397813) 2025-07-13 07:20:25 UTC 11.2K followers, 5353 engagements


"TSMC shipped a whopping XXX million wafers last quarter. However wafer shipments are still below the covid semi peak of Sept XX meaning that all revenue growth since '22 has been driven by wafer mix - i.e. selling more N3 & N5 wafers vs N7 & N16 wafers"  
![@techfund1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1356621924919615489.png) [@techfund1](/creator/x/techfund1) on [X](/post/tweet/1946136571398205904) 2025-07-18 09:14:50 UTC 11.2K followers, 1586 engagements


"@smart_kai_ A lot is being transferred over but N2 and N3 are much more semicap intensive - thats why capex is moving up so much"  
![@techfund1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1356621924919615489.png) [@techfund1](/creator/x/techfund1) on [X](/post/tweet/1946261713071808817) 2025-07-18 17:32:06 UTC 11.2K followers, XX engagements


"A bull case for Semicap in X charts - $ASML $LRCX $AMAT $KLAC Tokyo Electron etc: 1) TSMC is planning a wave of capex in the coming years with the buildout of leading edge fab clusters in Taiwan and the US:"  
![@techfund1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1356621924919615489.png) [@techfund1](/creator/x/techfund1) on [X](/post/tweet/1946157784292061598) 2025-07-18 10:39:08 UTC 11.2K followers, 2659 engagements


"Deutsche initiation on Micron $MU We are launching coverage of Micron (Ticker: MU) with Buy rating and $XXX price target. We are constructive on both the cyclical and secular setup facing Micron. On the secular side we believe High Bandwidth Memory (HBM) is an underrated driver of gen/gen AI processor performance improvements and believe growth in HBM bits and ASPs should drive DRAM revenue growth (75% of MU revenues) and profitability above historical levels. We believe Micron will be a particular beneficiary of this trend with HBM revenues expected to rise to XX% of sales by CY26E (from 0%"  
![@techfund1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1356621924919615489.png) [@techfund1](/creator/x/techfund1) on [X](/post/tweet/1944302845043282102) 2025-07-13 07:48:16 UTC 11.2K followers, 19.6K engagements


"ASML CEO bullish on litho intensity in DRAM roadmap with more EUV layers at next 3-5 nodes. This is v positive long term as AI is highly DRAM intensive with HBM"  
![@techfund1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1356621924919615489.png) [@techfund1](/creator/x/techfund1) on [X](/post/tweet/1945794367706296635) 2025-07-17 10:35:03 UTC 11.2K followers, 10.6K engagements


"$DDOG is losing its largest customer OpenAI. From Guggenheim: We are downgrading shares of DDOG from Neutral to Sell and introducing a PT of $XXX ahead of potential significant optimization by OpenAI which we believe is Datadogs largest customer. Our tactical positioning is based on our belief that OpenAIs observability software roadmap is shifting towards more cost efficient in-house managed technologies and our model setup that indicates 2H risk. We dont believe this is representative of broader enterprise trends; rather OpenAI is an outlier in terms of its hypergrowth and associated"  
![@techfund1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1356621924919615489.png) [@techfund1](/creator/x/techfund1) on [X](/post/tweet/1944308557383335949) 2025-07-13 08:10:58 UTC 11.2K followers, 30.6K engagements


"Despite intense competition in the global EV battery market CATL has managed to take a XX% global market share. And CATL together with number two player BYD controls XX% of the market. A loser in the global battery market has been Panasonic which has been donating market share over the last X years and was actually larger than CATL historically"  
![@techfund1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1356621924919615489.png) [@techfund1](/creator/x/techfund1) on [X](/post/tweet/1942869845390901367) 2025-07-09 08:54:02 UTC 11.2K followers, 3069 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.]

@techfund1 Avatar @techfund1 Tech Fund

Tech Fund posts on X about asml, open ai, $ddog, dram the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

Engagements Line Chart

  • X Week XXXXXX +1,945%
  • X Month XXXXXXX -XXXX%
  • X Months XXXXXXX -XX%
  • X Year XXXXXXXXX +5.90%

Mentions: XX #

Mentions Line Chart

  • X Week XX +100%
  • X Month XX +54%
  • X Months XX -XX%
  • X Year XXX -XX%

Followers: XXXXXX #

Followers Line Chart

  • X Week XXXXXX +2.50%
  • X Month XXXXXX +4%
  • X Months XXXXXX +22%
  • X Year XXXXXX +83%

CreatorRank: XXXXXXXXX #

CreatorRank Line Chart

Social Influence #


Social category influence technology brands stocks finance currencies travel destinations countries automotive brands

Social topic influence asml, open ai, $ddog, dram, roadmap, clickhouse, eps, $tmdx, ti, databricks

Top assets mentioned Datadog Inc (DDOG) TransMedics Group, Inc. Common Stock (TMDX) KLA Corp (KLAC) Lam Research Corporation (LRCX) Applied Materials, Inc. (AMAT) Micron Technology, Inc. (MU)

Top Social Posts #


Top posts by engagements in the last XX hours

"More background on why Guggenheim reached the conclusion that OpenAI will likely be moving away from $DDOG: "OpenAI has already completed building and testing the internal observability solution onto which Datadog workloads will move. In fact a recent video called Scaling Clickhouse to Petabytes of Logs at OpenAI shows members of technical staff at OpenAI discussing an internal observability solution built on Clickhouse which we believe corroborates our view. Meanwhile the company may be evaluating other more cost- effective alternatives to other Datadog functionalities. We believe this would"
@techfund1 Avatar @techfund1 on X 2025-07-13 16:25:10 UTC 11.2K followers, 11.5K engagements

"$TMDX to beat with XX% according to William Blair: "We expect TransMedics to exceed consensus sales and EPS expectations this quarter with the potential to also raise full-year guidance. More specific based on our analysis of flight volume trends in the period (detailed below) we believe second-quarter revenue could reach roughly $XXX million which is XX% above the current Street estimate of $XXXXX million. Our projections are further supported by strong monthly organ transplant activity throughout the second quarter particularly in liver transplants (approximately XX% of TMDX revenue)."
@techfund1 Avatar @techfund1 on X 2025-07-11 16:48:32 UTC 11.2K followers, 2815 engagements

"Former manager at ASML sees three challenges for the company: X. Customer consolidation X. Emergence of new semi technologies that are not litho intensive X. 2nm and 1nm will be hugely expensive nodes limiting wafer demand"
@techfund1 Avatar @techfund1 on X 2025-07-14 19:12:23 UTC 11.2K followers, 18K engagements

"Research published over the last month - links in bio: A Niche Winner in the AI Data Center Picks & Shovels for Biotech: Outlook Snowflake Databricks and the Cloud Data Market A Tour of Asian Tech Semis - Nvidia AMD Marvell BESI KLA Entegris Arm Intel Navitas Microchip & TI"
@techfund1 Avatar @techfund1 on X 2025-07-13 07:20:25 UTC 11.2K followers, 5353 engagements

"TSMC shipped a whopping XXX million wafers last quarter. However wafer shipments are still below the covid semi peak of Sept XX meaning that all revenue growth since '22 has been driven by wafer mix - i.e. selling more N3 & N5 wafers vs N7 & N16 wafers"
@techfund1 Avatar @techfund1 on X 2025-07-18 09:14:50 UTC 11.2K followers, 1586 engagements

"@smart_kai_ A lot is being transferred over but N2 and N3 are much more semicap intensive - thats why capex is moving up so much"
@techfund1 Avatar @techfund1 on X 2025-07-18 17:32:06 UTC 11.2K followers, XX engagements

"A bull case for Semicap in X charts - $ASML $LRCX $AMAT $KLAC Tokyo Electron etc: 1) TSMC is planning a wave of capex in the coming years with the buildout of leading edge fab clusters in Taiwan and the US:"
@techfund1 Avatar @techfund1 on X 2025-07-18 10:39:08 UTC 11.2K followers, 2659 engagements

"Deutsche initiation on Micron $MU We are launching coverage of Micron (Ticker: MU) with Buy rating and $XXX price target. We are constructive on both the cyclical and secular setup facing Micron. On the secular side we believe High Bandwidth Memory (HBM) is an underrated driver of gen/gen AI processor performance improvements and believe growth in HBM bits and ASPs should drive DRAM revenue growth (75% of MU revenues) and profitability above historical levels. We believe Micron will be a particular beneficiary of this trend with HBM revenues expected to rise to XX% of sales by CY26E (from 0%"
@techfund1 Avatar @techfund1 on X 2025-07-13 07:48:16 UTC 11.2K followers, 19.6K engagements

"ASML CEO bullish on litho intensity in DRAM roadmap with more EUV layers at next 3-5 nodes. This is v positive long term as AI is highly DRAM intensive with HBM"
@techfund1 Avatar @techfund1 on X 2025-07-17 10:35:03 UTC 11.2K followers, 10.6K engagements

"$DDOG is losing its largest customer OpenAI. From Guggenheim: We are downgrading shares of DDOG from Neutral to Sell and introducing a PT of $XXX ahead of potential significant optimization by OpenAI which we believe is Datadogs largest customer. Our tactical positioning is based on our belief that OpenAIs observability software roadmap is shifting towards more cost efficient in-house managed technologies and our model setup that indicates 2H risk. We dont believe this is representative of broader enterprise trends; rather OpenAI is an outlier in terms of its hypergrowth and associated"
@techfund1 Avatar @techfund1 on X 2025-07-13 08:10:58 UTC 11.2K followers, 30.6K engagements

"Despite intense competition in the global EV battery market CATL has managed to take a XX% global market share. And CATL together with number two player BYD controls XX% of the market. A loser in the global battery market has been Panasonic which has been donating market share over the last X years and was actually larger than CATL historically"
@techfund1 Avatar @techfund1 on X 2025-07-09 08:54:02 UTC 11.2K followers, 3069 engagements

creator/x::techfund1
/creator/x::techfund1