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# ![@torovictorioso Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1327128842276904961.png) @torovictorioso Jamie

Jamie posts on X about $intc, $xyz, $snap, china the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

### Engagements: XXXXX [#](/creator/twitter::1327128842276904961/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1327128842276904961/c:line/m:interactions.svg)

- X Week XXXXXX +0.93%
- X Month XXXXXXX +165%
- X Months XXXXXXX +63%
- X Year XXXXXXXXX -XXXX%

### Mentions: XX [#](/creator/twitter::1327128842276904961/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1327128842276904961/c:line/m:posts_active.svg)

- X Week XXX +8.60%
- X Month XXX +20%
- X Months XXXXX +52%
- X Year XXXXX +4.30%

### Followers: XXXXX [#](/creator/twitter::1327128842276904961/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1327128842276904961/c:line/m:followers.svg)

- X Week XXXXX +1.40%
- X Month XXXXX +5.50%
- X Months XXXXX +42%
- X Year XXXXX +64%

### CreatorRank: XXXXXXX [#](/creator/twitter::1327128842276904961/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1327128842276904961/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1327128842276904961/influence)
---

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

**Social topic influence**
[$intc](/topic/$intc) #26, [$xyz](/topic/$xyz) #8, [$snap](/topic/$snap) #46, [china](/topic/china) #4182, [$tsm](/topic/$tsm) #35, [$tost](/topic/$tost) 0.49%, [$pypl](/topic/$pypl) #2345, [taiwan](/topic/taiwan) #441, [xyz](/topic/xyz) 0.37%, [$fi](/topic/$fi) XXXX%

**Top accounts mentioned or mentioned by**
[@jack](/creator/undefined) [@square](/creator/undefined) [@cashapp](/creator/undefined) [@blocks](/creator/undefined) [@jevgenijs](/creator/undefined) [@simonkhalaf](/creator/undefined) [@owenbjennings](/creator/undefined) [@amritaahuja](/creator/undefined) [@jrouldz](/creator/undefined) [@protomining](/creator/undefined) [@alfinstealth](/creator/undefined) [@nachunja](/creator/undefined) [@btcr3volution](/creator/undefined) [@cammo1234](/creator/undefined) [@solesurvivore](/creator/undefined) [@block](/creator/undefined) [@bitkeyofficial](/creator/undefined) [@giganticbananas](/creator/undefined) [@coinviction](/creator/undefined) [@bobspaysubstack](/creator/undefined)

**Top assets mentioned**
[Intel Corporation (INTC)](/topic/$intc) [Block, Inc. (XYZ)](/topic/$xyz) [Snap, Inc. (SNAP)](/topic/$snap) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Toast, Inc. (TOST)](/topic/$tost) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Fiserv, Inc. (FI)](/topic/$fi) [Advanced Micro Devices (AMD)](/topic/$amd) [DoorDash, Inc. (DASH)](/topic/doordash) [Dash (DASH)](/topic/$dash) [Tesla, Inc. (TSLA)](/topic/$tsla) [4 (FOUR)](/topic/$four) [Bitcoin (BTC)](/topic/bitcoin) [Salesforce Inc (CRM)](/topic/salesforce) [Cream (CRM)](/topic/$crm) [Shopify Inc (SHOP)](/topic/$shop) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Morgan Stanley (MS)](/topic/morgan-stanley) [Stellantis N.V. (STLA)](/topic/$stla) [American Express Company (AXP)](/topic/$axp) [MARA Holdings, Inc. (MARA)](/topic/$mara) [IREN Limited (IREN)](/topic/$iren) [ZetaChain (ZETA)](/topic/$zeta) [Apple, Inc. (AAPL)](/topic/$aapl) [Meta Platforms, Inc. (META)](/topic/meta-platforms) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Uber Technologies, Inc. (UBER)](/topic/$uber)
### Top Social Posts [#](/creator/twitter::1327128842276904961/posts)
---
Top posts by engagements in the last XX hours

". actually true with $INTC as well"  
[X Link](https://x.com/torovictorioso/status/1979531279189078289) [@torovictorioso](/creator/x/torovictorioso) 2025-10-18T12:53Z 2112 followers, XXX engagements


"$SNAP 🔥🚀 . Y'all are asleep regarding this comeback . under $X is a life changing opportunity"  
[X Link](https://x.com/torovictorioso/status/1976993933818568985) [@torovictorioso](/creator/x/torovictorioso) 2025-10-11T12:50Z 2113 followers, XXX engagements


"Meanwhile interpreting $XYZ requires a masters degree in tea leaf reading and clairvoyance . . shhh everything is secret . we only show not tell 😤"  
[X Link](https://x.com/torovictorioso/status/1978601030582448133) [@torovictorioso](/creator/x/torovictorioso) 2025-10-15T23:17Z 2112 followers, XXX engagements


"18A is up and running . Inverse Defect is Yield and Yield effectively means gross margin which ultimately means net profit. $INTC was paying $TSM for Lunar Lake and those revenues will now be back with Intel on Panther Lake"  
[X Link](https://x.com/torovictorioso/status/1976612581986209962) [@torovictorioso](/creator/x/torovictorioso) 2025-10-10T11:35Z 2113 followers, 7268 engagements


"@imnotharsh Never argue with an idiot . Omer has just jumped on an Intel post . this post didn't say what Omer implies . I'm not participating . I'm better off screaming into the wind. $INTC 🔥🚀 due to diversification and de-risking"  
[X Link](https://x.com/torovictorioso/status/1979487519029809235) [@torovictorioso](/creator/x/torovictorioso) 2025-10-18T09:59Z 2112 followers, XXX engagements


"WHITE HOUSE ECONOMIC ADVISOR HASSETT SAYS 'WE'RE NOT IN A TRADE WAR WITH CHINA.'"  
[X Link](https://x.com/torovictorioso/status/1979172443513139538) [@torovictorioso](/creator/x/torovictorioso) 2025-10-17T13:07Z 2113 followers, XXX engagements


"Folks need to start thinking in terms of surfaces. in which to deploy AI . OpenAI and others create new surfaces . but legacy surfaces are extremely valuable . $SNAP attracts almost a billion eyeballs a month . and it's a great demographic. Agentic Commerce may be the next cab of the rank . my article 👇"  
[X Link](https://x.com/torovictorioso/status/1978461935818465467) [@torovictorioso](/creator/x/torovictorioso) 2025-10-15T14:04Z 2113 followers, XXX engagements


"$INTC ARC is alive and well Intel has quietly updated its GPU IP and product roadmap revealing new details about upcoming architectures and product families. The refreshed slide confirms that Panther Lake belongs to the Battlemage "B-Series" family and introduces a new entry Xe3P which will power the so-called "Next Arc Family". The roadmap lists the following GPU IP generations: 🟦Xe (Alchemist) powering Intel Arc A-Series and Meteor Lake graphics 🟦Xe2 (Battlemage) used in Arrow Lake Lunar Lake and Battlemage discrete GPUs 🟦Xe3 (Battlemage extension) confirmed for Panther Lake 🟦Xe3P"  
[X Link](https://x.com/torovictorioso/status/1976278287660826931) [@torovictorioso](/creator/x/torovictorioso) 2025-10-09T13:27Z 2112 followers, 2157 engagements


"$INTC Arizonas Fab XX is fully operational and set to reach high-volume production using Intel 18A later this year strengthening U.S. technology and manufacturing leadership"  
[X Link](https://x.com/torovictorioso/status/1976276025488310618) [@torovictorioso](/creator/x/torovictorioso) 2025-10-09T13:18Z 2112 followers, XXX engagements


"Folks are sleeping on $XYZ . and it's not just the twin X horsemen (see article below) . Block had the negative double whammy in 2024 . limited new products/features and very little lever pulling. In 2025 @block has the Octo Bazooka 👍👍 . and they are pulling a lot of levers👍👍"  
[X Link](https://x.com/torovictorioso/status/1978805592295718927) [@torovictorioso](/creator/x/torovictorioso) 2025-10-16T12:49Z 2113 followers, XXX engagements


"@coinviction @optionscjp @AndrewDudum 🧐🫤"  
[X Link](https://x.com/torovictorioso/status/1979219097045905570) [@torovictorioso](/creator/x/torovictorioso) 2025-10-17T16:12Z 2113 followers, XX engagements


"Catalysts for Q3 $XYZ 🟩 Borrow - further explanation 🟩 BNPL - further expansion 🟩 Tap to Pay on @cashapp 🟩 Cash App Pools 🟩 @Square Handheld 🟩 @Square AI 🟩 @Square Releases Spring 🟩 Square In-App Payments SDK 🟩 Square Mobile Payments SDK 🟩 New Square Developer landing page 🟩 Improved Square self onboarding page 🟩 Square field sales ramping 🟩 Square partnerships ramping 🟩 Square for Bitcoin - customer acquisition storytelling 🟩 Square Neighborhoods - customer acquisition storytelling 🟩 Square Releases Fall - customer acquisition storytelling 🟩 Go-to-market efforts Note: the Q3"  
[X Link](https://x.com/torovictorioso/status/1976988948497879050) [@torovictorioso](/creator/x/torovictorioso) 2025-10-11T12:31Z 2112 followers, XXX engagements


"Wall Street loves growth 💙🧡♥ . it gives a premium to growth . so why does $FI still trade at a premium to $XYZ 🤔"  
[X Link](https://x.com/torovictorioso/status/1971186832210788582) [@torovictorioso](/creator/x/torovictorioso) 2025-09-25T12:15Z 2113 followers, 1339 engagements


"What is the $INTC bull thesis . 👇"  
[X Link](https://x.com/torovictorioso/status/1979241130068775298) [@torovictorioso](/creator/x/torovictorioso) 2025-10-17T17:40Z 2112 followers, XXX engagements


"$XYZ is super cheap and not because of the current financials . but because they haven't yet pulled all levers to XXX @jack . pull the levers"  
[X Link](https://x.com/torovictorioso/status/1976267116744458737) [@torovictorioso](/creator/x/torovictorioso) 2025-10-09T12:42Z 2113 followers, XXX engagements


"This is still a weak lazy assessment of Intel . fab 52✅ fab XX (2026 completion) fab XX (under construction) fab (Ohio X ground prepared) . in 2026 $INTC will have two new fabs up and running which will absolutely improve gross margin and help it's design unit be more competitive. Panther Lake Clearwater Forest Jaguar Shores Crescent Island Nova Lake "The brokerage said the new target reflects optimism around Intel's advanced packaging capabilities which could generate about $XXX billion in annual revenue starting from 2026 to 2027. Mizuho also forecasted that the company may gain an"  
[X Link](https://x.com/torovictorioso/status/1978414829204361334) [@torovictorioso](/creator/x/torovictorioso) 2025-10-15T10:57Z 2112 followers, XXX engagements


"$INTC 18A is energetic and competing . and 14A is out of bed and in the gym"  
[X Link](https://x.com/torovictorioso/status/1976273591395352877) [@torovictorioso](/creator/x/torovictorioso) 2025-10-09T13:08Z 2112 followers, 1885 engagements


"$DASH is worth $118B and the stock is up XX% this year . . $XYZ has just started its In-App ordering offering . which is part Doordash and part Groupon Obviously only @Square merchants can participate . but it does have 57M monthly actives available to use the in-store/delivery app . @CashApp FIND OUT MORE HERE 👇"  
[X Link](https://x.com/torovictorioso/status/1978866345899929804) [@torovictorioso](/creator/x/torovictorioso) 2025-10-16T16:51Z 2111 followers, XXX engagements


"Listen and think about this . $TOST won because it did the $SHOP approach . tightly integrated features around a common theme . focus focus focus. Shopify did extreme focus on commerce . and Toast did restaurants. . on the other hand $XYZ innovation was scattered . but actually a lot more innovation What's happening in 2025 is @blocks finally connecting their disjointed innovation . so Block ends up in the same place but via a very different route. This connecting (and gap filling) should scare the bejesus out of the competition "  
[X Link](https://x.com/torovictorioso/status/1978826319673565421) [@torovictorioso](/creator/x/torovictorioso) 2025-10-16T14:12Z 2112 followers, XXX engagements


"$INTC is the FIRST to bring a 2nm or better node to the US . also first worldwide for Ribbon FET and Backside Power. . folks be sleeping on Intel 🔥🚀"  
[X Link](https://x.com/torovictorioso/status/1976319796682871098) [@torovictorioso](/creator/x/torovictorioso) 2025-10-09T16:12Z 2111 followers, 3379 engagements


"I've been complaining about the imbalance at $XYZ . a lot of innovation and a lack of monetization . . @blocks historically was a Master of building distribution right into the product . the innovation was the monetization . e.g. viral products like white reader and P2P We do have two examples of this in @CashApp in 2025 . Cash App Pools Innovation that grows Inflows using Borrow as a carrot (see below posts) Word of mouth and in-network notifications is also a low cost distribution approach and on the @Square side Bitcoin Payments Square AI etc may create Buzz and drive customer acquisition"  
[X Link](https://x.com/torovictorioso/status/1978776261548728745) [@torovictorioso](/creator/x/torovictorioso) 2025-10-16T10:53Z 2114 followers, XXX engagements


"Wow an actual new product from Afterpay . am I dreaming . @jack wow nice Now more please $XYZ"  
[X Link](https://x.com/torovictorioso/status/1972739733551005938) [@torovictorioso](/creator/x/torovictorioso) 2025-09-29T19:06Z 2112 followers, XXX engagements


"Super interesting . @block sells caviar to $DASH in a great move . @CashApp then rebuilds an ordering business inside @CashApp with Groupon vibes . Cash App Neighborhoods $XYZ can now partner with Waymo and other robotic companies for final mile delivery . and Doordash is left holding the baby . the legacy human delivery baby"  
[X Link](https://x.com/torovictorioso/status/1978831863733969258) [@torovictorioso](/creator/x/torovictorioso) 2025-10-16T14:34Z 2111 followers, 1557 engagements


"I often get replies and comments about $INTC It's innovation lags It doesn't have fab scale It hasn't proven itself to be a reliable fab partner These folks just don't understand the Intel thesis . it's simple and two fold. The US government want a reliable supply chain located domestically TSMC customers need supplier diversification . otherwise they will end up with a monopoly supplier and super high prices"  
[X Link](https://x.com/torovictorioso/status/1979475730481430820) [@torovictorioso](/creator/x/torovictorioso) 2025-10-18T09:12Z 2112 followers, XXX engagements


"$INTC We are entering an exciting new era of computing made possible by great leaps forward in semiconductor technology that will shape the future for decades to come said Intel CEO Lip-Bu Tan. Our next-gen compute platforms combined with our leading-edge process technology manufacturing and advanced packaging capabilities are catalysts for innovation across our business as we build a new Intel. The United States has always been home to Intels most advanced R&D product design and manufacturing and we are proud to build on this legacy as we expand our domestic operations and bring new"  
[X Link](https://x.com/torovictorioso/status/1976276334063095990) [@torovictorioso](/creator/x/torovictorioso) 2025-10-09T13:19Z 2112 followers, 2509 engagements


"@matthughes13 My article . and $PYPL needs to show a little to investors to change the sentiment "  
[X Link](https://x.com/torovictorioso/status/1978423367217631243) [@torovictorioso](/creator/x/torovictorioso) 2025-10-15T11:31Z 2114 followers, XXX engagements


"Huge resistance . the break out will be violent $XYZ"  
[X Link](https://x.com/torovictorioso/status/1976256218739126451) [@torovictorioso](/creator/x/torovictorioso) 2025-10-09T11:59Z 2112 followers, XXX engagements


"$SNAP Specs are a call option . not in the stock price at all 👇"  
[X Link](https://x.com/torovictorioso/status/1979144069335921052) [@torovictorioso](/creator/x/torovictorioso) 2025-10-17T11:14Z 2112 followers, XXX engagements


"The market will re-rate $XYZ very soon . to 7.5X gross profit . screenshot this post and come back at me hard before the end of the year if I'm wrong"  
[X Link](https://x.com/torovictorioso/status/1974090638582034823) [@torovictorioso](/creator/x/torovictorioso) 2025-10-03T12:34Z 2113 followers, 1438 engagements


"$SNAP isn't excellent in everything . but it's ridiculously cheap . most folks on X are growth investors not value investors so cheap is irrelevant You buy $SNAP because it's a future growth company . a terrible quarter was Q2 2025 and growth was still there but only 9%. The investment thesis is that Snap fixes . monetization. Monetization is broken because: 🟦 US actives are weak 🟦 Advertising inventory is in oversupply and low priced 🟦 The Snap ROI on impressions is lower than $META So can Snapchat fix monetization . article incoming . watch this space"  
[X Link](https://x.com/torovictorioso/status/1975872188096926103) [@torovictorioso](/creator/x/torovictorioso) 2025-10-08T10:33Z 2113 followers, XXX engagements


"Absolutely . play via Jan 2028 leaps $SNAP"  
[X Link](https://x.com/torovictorioso/status/1976621127050100940) [@torovictorioso](/creator/x/torovictorioso) 2025-10-10T12:09Z 2113 followers, XXX engagements


"If you aren't buying $INTC today . you're bat shit crazy 👇"  
[X Link](https://x.com/torovictorioso/status/1978868598765425132) [@torovictorioso](/creator/x/torovictorioso) 2025-10-16T17:00Z 2113 followers, 5172 engagements


"$INTC will benefit greatly just by bringing its XX% external fab use back to IFS . $TSM has a XX% gross margin . that means that for every $XXX in revenue $XX is retained after covering the cost of goods sold (COGS) leaving COGS at $XX (or XX% of revenue). This implies a markup on COGS of 150%. Markup measures the percentage increase over the cost base calculated as (Revenue - COGS) / COGS 100%. Here: ($100 - $40) / $XX XXX% = $XX / $XX XXX% = 150%. In other words the selling price is XXX times the COGS (since XXX% + XXX% = XXX% of COGS). XX% gross margin covers depreciation of plant and"  
[X Link](https://x.com/torovictorioso/status/1979182074100596806) [@torovictorioso](/creator/x/torovictorioso) 2025-10-17T13:45Z 2112 followers, 3365 engagements


"Listen carefully . and then buy $INTC"  
[X Link](https://x.com/torovictorioso/status/1975509900743578038) [@torovictorioso](/creator/x/torovictorioso) 2025-10-07T10:33Z 2112 followers, 3834 engagements


"There will be more . many more $INTC"  
[X Link](https://x.com/torovictorioso/status/1979204506786124137) [@torovictorioso](/creator/x/torovictorioso) 2025-10-17T15:15Z 2112 followers, 2694 engagements


"@STZwsup I have this ongoing post regarding $XYZ where I call out the over innovation and under Monetization . $SNAP has the same problem so these new fees address this and bring things more into balance . if that makes sense"  
[X Link](https://x.com/torovictorioso/status/1976000603617730673) [@torovictorioso](/creator/x/torovictorioso) 2025-10-08T19:03Z 2113 followers, XXX engagements


"Makes no sense . the CCP can stop sales of cars (with embedded Chinese technology) . and threaten prison time for executives . I was wrong thinking that folks have woken up to Chinese supply chain risks $STLA is in big trouble with this move"  
[X Link](https://x.com/torovictorioso/status/1979142484404949191) [@torovictorioso](/creator/x/torovictorioso) 2025-10-17T11:08Z 2112 followers, XXX engagements


"The @Square Go-to-market superpower was self onboarding for $TOST field sales for $FI Clover partnerships (particularly banking). $XYZ started the 2025 POS wars by entering Field Sales and Partnerships but the other two will find it difficult to match Square on self onboarding . @blocks had perfected this over years and made significant improvements in 2024. Recently $TOST had to drop prices to match @Square pricing because its value proposition was off key due to Square product improvements"  
[X Link](https://x.com/torovictorioso/status/1971530804728676847) [@torovictorioso](/creator/x/torovictorioso) 2025-09-26T11:02Z 2114 followers, 1247 engagements


". folks think this is bad for $INTC but it just means tariffs are guaranteed before Trump leaves office (January 2029)"  
[X Link](https://x.com/torovictorioso/status/1978777186992537860) [@torovictorioso](/creator/x/torovictorioso) 2025-10-16T10:56Z 2112 followers, 3780 engagements


"@JackieC42653470 You need to believe in the $INTC thesis . monopoly risk . will the Mag7 and others move volume for diversification "  
[X Link](https://x.com/torovictorioso/status/1979473964523991462) [@torovictorioso](/creator/x/torovictorioso) 2025-10-18T09:05Z 2113 followers, XXX engagements


"Finance Companies are doing great this quarter . don't forget that $XYZ is a finance company 👇"  
[X Link](https://x.com/torovictorioso/status/1979160225459417173) [@torovictorioso](/creator/x/torovictorioso) 2025-10-17T12:19Z 2111 followers, XXX engagements


"@blocks $XYZ The Role: We're looking for a Principal Product Designer to lead the design of our Afterpay apps globally . We're now investing in these apps to reimagine the shopping experience for our current customers as well as the next generation of consumers. The opportunity is to rethink everything identify new opportunities and make it a best in class experience"  
[X Link](https://x.com/torovictorioso/status/1975169262856618115) [@torovictorioso](/creator/x/torovictorioso) 2025-10-06T12:00Z 2111 followers, 1084 engagements


"One of the X horsemen for @Square . see my article (Substack link in profile) . this one horse alone can put the fear of God into competitors $XYZ"  
[X Link](https://x.com/torovictorioso/status/1979133858797715843) [@torovictorioso](/creator/x/torovictorioso) 2025-10-17T10:34Z 2112 followers, XXX engagements


"@positivelyforth @blocks @BlockIR $TSLA is using $FOUR for payments and I don't see that changing . so @CashApp App for the car 🤔 . more likely @TIDAL"  
[X Link](https://x.com/torovictorioso/status/1979161422127882688) [@torovictorioso](/creator/x/torovictorioso) 2025-10-17T12:23Z 2112 followers, XXX engagements


"Marathon Digitals HPC Ambitions : Can $MARA copy $IREN"  
[X Link](https://x.com/torovictorioso/status/1976341615238316359) [@torovictorioso](/creator/x/torovictorioso) 2025-10-09T17:38Z 2113 followers, XXX engagements


"Snaps Renaissance . $SNAP leaps offer a life changing opportunity . but how does Snap turn things around . this article goes deep into the strategy 👇"  
[X Link](https://x.com/torovictorioso/status/1977356520590291155) [@torovictorioso](/creator/x/torovictorioso) 2025-10-12T12:51Z 2112 followers, 2210 engagements


"@Simonkhalaf It's a nice business to be in . $PYPL finally wants to be a significant player. I posted a while ago that Afterpay is a failure if it can't grow 25%+/year (GPV). It's been under that for a while now 😳🫣"  
[X Link](https://x.com/torovictorioso/status/1978062993519747371) [@torovictorioso](/creator/x/torovictorioso) 2025-10-14T11:39Z 2112 followers, XXX engagements


"Many folks are all over $ZETA . it solves some the advertising issues left over from the $AAPL cookie changes (2021) . . but Commerce Media also solves some of these issues . my article 👇"  
[X Link](https://x.com/torovictorioso/status/1978462936684249142) [@torovictorioso](/creator/x/torovictorioso) 2025-10-15T14:08Z 2115 followers, XXX engagements


"META PLATFORMS SAYS IT WILL INVEST $XXX BILLION IN A DATA CENTER IN TEXAS - AI WORKLOADS"  
[X Link](https://x.com/torovictorioso/status/1978576004512702945) [@torovictorioso](/creator/x/torovictorioso) 2025-10-15T21:37Z 2113 followers, XXX engagements


"$INTC 🔥🚀 . TAIWAN WILL RETURN TO THE CCP WITHIN A DECADE"  
[X Link](https://x.com/torovictorioso/status/1979488446638088549) [@torovictorioso](/creator/x/torovictorioso) 2025-10-18T10:03Z 2112 followers, 1056 engagements


"We can thank China for cutting off Japan from rear earths in 2010 . this action directly resulted in a AU$20B company called Lynas surviving . which now supplies almost XX% of the world's rare earths . 🟦The 2010 Wake-Up Call: In 2010 amid a territorial dispute China temporarily halted rare earth exports to Japan. This exposed Japan's dangerous reliance on China for nearly XX% of its rare earth imports causing panic in its high-tech automotive and defense industries. It became a matter of national economic and security survival. 🟦The Critical Funding (2011): In the immediate aftermath Japan"  
[X Link](https://x.com/torovictorioso/status/1978205215548391725) [@torovictorioso](/creator/x/torovictorioso) 2025-10-14T21:04Z 2113 followers, XXX engagements


"$XYZ @blocks had a nice addition to @CashApp this week but I'm still not happy . Where's the hyper-personalization seamless engagement and predictive experiences that users now expect . Blocks released amazing products this week AI improvements including AI phone answering technology . mind blowing . and the incredibly exciting Commerce Media product . Cash App has all the innovation sitting right there but it's not connected . we desperately need this innovation connected and put in Cash App"  
[X Link](https://x.com/torovictorioso/status/1977015423901032756) [@torovictorioso](/creator/x/torovictorioso) 2025-10-11T14:16Z 2112 followers, XXX engagements


"That's a buy signal $AMZN $XYZ has recently confirmed that its AI (codename goose 🪿) will save XX% of employee time . from the start of 2025 to the end of 2025. These AI tools haven't even peaked yet . the playbook is to shrink headcount first . build a racing team culture . then start hiring again"  
[X Link](https://x.com/torovictorioso/status/1978443057235198438) [@torovictorioso](/creator/x/torovictorioso) 2025-10-15T12:49Z 2114 followers, 1080 engagements


"@JackieC42653470 Taiwan will belong to the CCP much Sooner than folks think . less than a decade .good luck"  
[X Link](https://x.com/torovictorioso/status/1979487929362768013) [@torovictorioso](/creator/x/torovictorioso) 2025-10-18T10:01Z 2112 followers, XX engagements


"@blocks $XYZ Growth Initiatives: 2025 🚀. XX items X Cash App Borrow nearly doubling as expanding to new States and improving the unit economics and now higher limits (to $1250). SFS got regulatory approval. X Tools to drive Paycheck Deposit engagement with our base - leveraging in-app notifications and emails. X Cash App Afterpay Online Shipped. Afterpays Pay-in-Four or Pay Monthly products for shopping online at partner merchant sites. X Cash App Card post purchase BNPL product shipped. X We launched our largest-ever national BRAND campaign in March which will run throughout the year in 15"  
[X Link](https://x.com/torovictorioso/status/1978810426788843670) [@torovictorioso](/creator/x/torovictorioso) 2025-10-16T13:09Z 2113 followers, XXX engagements


"It's a good bet . China as the world's factory isn't tenable . Taiwan being Chinese territory isn't tenable for chips . $INTC 🔥🚀"  
[X Link](https://x.com/torovictorioso/status/1978576714063073363) [@torovictorioso](/creator/x/torovictorioso) 2025-10-15T21:40Z 2112 followers, XXX engagements


"I know 😁 . it's a true leveling of the playing field that investors are only now discovering . I got this in June and have a $XX entry. The other issue besides the maybe XX% higher costs is $TSM is still a monopoly for frontier chips . the Mag7 wrote the playbook on monopoly. Using Uber as an example in the early days it's a great benefit to customers as it's best in class and cheaper than taxis . today it's expensive as they keep jacking up the prices. $AAPL $NVDA know that without competition they will eventually suffer. Also $TSM still has its design team in Taiwan which may be risky"  
[X Link](https://x.com/torovictorioso/status/1978793719248654520) [@torovictorioso](/creator/x/torovictorioso) 2025-10-16T12:02Z 2111 followers, XXX engagements


"@Square AI is a massive differentiator with only $TOST offering a competing product . Toast IQ . $XYZ has the scale to win AI with around XXX bodies working on this"  
[X Link](https://x.com/torovictorioso/status/1976245671759163865) [@torovictorioso](/creator/x/torovictorioso) 2025-10-09T11:17Z 2113 followers, XXX engagements


"❗Probably the most important article you will read this year❗ . why . because while $TSLA call options trade at premium prices . $SNAP has very reasonable priced calls and I recommend the furthest out leaps. . turn a multi bagger into a super multi bagger with leaps"  
[X Link](https://x.com/torovictorioso/status/1975902144747217119) [@torovictorioso](/creator/x/torovictorioso) 2025-10-08T12:32Z 2113 followers, 2225 engagements


"I'm long . but I have to be critical about some of the products recently launched . not all are high impact and this does bother me . but I love the lever pulling around customer incentives $PYPL"  
[X Link](https://x.com/torovictorioso/status/1975204201824501887) [@torovictorioso](/creator/x/torovictorioso) 2025-10-06T14:19Z 2115 followers, XXX engagements


"Russia must be brought back into the fold and this idea is pretty cool @boringcompany"  
[X Link](https://x.com/torovictorioso/status/1979210971726918086) [@torovictorioso](/creator/x/torovictorioso) 2025-10-17T15:40Z 2111 followers, XXX engagements


"$INTC Intel 18A is the most advanced semiconductor node developed and manufactured in the United States"  
[X Link](https://x.com/torovictorioso/status/1976275912338571306) [@torovictorioso](/creator/x/torovictorioso) 2025-10-09T13:17Z 2112 followers, 1897 engagements


"See the post below . @block has never had eight high impact products drop at once . yes I know I'm counting one twice but it's likely the most impactful of them all. $XYZ . these are all super high impact 🔥🚀"  
[X Link](https://x.com/torovictorioso/status/1978182030979457416) [@torovictorioso](/creator/x/torovictorioso) 2025-10-14T19:32Z 2111 followers, 1310 engagements


"My only exposure was $BTBT and I completely exited at $XXX 👀"  
[X Link](https://x.com/torovictorioso/status/1979140644846100968) [@torovictorioso](/creator/x/torovictorioso) 2025-10-17T11:01Z 2111 followers, XXX engagements


"$TSM is a true marvel of manufacturing innovation and execution . this has taken decades to perfect So comparing fab XX to TSMC is the real story . no company (ex Samsung) has a more difficult comparison . but $INTC actually shapes up incredibly well"  
[X Link](https://x.com/torovictorioso/status/1976995633656746396) [@torovictorioso](/creator/x/torovictorioso) 2025-10-11T12:57Z 2111 followers, 3938 engagements


"$TSM is feeling the pressure from $INTC . Intel caught up which was a heroic achievement . and which many thought impossible . Pat did a wonderful job Sorta similar: 18A = N3 18AP = N2 14A = A16 LBT needs to speed up 14A . find a customer and build build build"  
[X Link](https://x.com/torovictorioso/status/1978795478188724692) [@torovictorioso](/creator/x/torovictorioso) 2025-10-16T12:09Z 2112 followers, 13.8K engagements


". Innovate boldly or get Dorseyd $XYZ Blocks Octo Bazooka is a vicious attack on competitors . and @blocks only getting started . a must-read article for today 👇"  
[X Link](https://x.com/torovictorioso/status/1978434128274948372) [@torovictorioso](/creator/x/torovictorioso) 2025-10-15T12:13Z 2112 followers, XXX engagements


"BofA have their head in the sand . . fabs XX miles from mainland China aren't tenable . these fools are still using globalist thinking . in a world of nation building and reshoring. $INTC 🔥🚀"  
[X Link](https://x.com/torovictorioso/status/1977714149686706241) [@torovictorioso](/creator/x/torovictorioso) 2025-10-13T12:32Z 2112 followers, 2203 engagements


". I say a total blockade is the China Strategy . sea and air $INTC Ohio fabs need to be fast tracked and the mag X need to get onboard"  
[X Link](https://x.com/torovictorioso/status/1978420179718623351) [@torovictorioso](/creator/x/torovictorioso) 2025-10-15T11:18Z 2113 followers, XXX engagements


"Last chance to read my $PYPL article for free 👇"  
[X Link](https://x.com/torovictorioso/status/1978483564300673245) [@torovictorioso](/creator/x/torovictorioso) 2025-10-15T15:30Z 2113 followers, 1248 engagements


"$INTC is not just the 3rd best manufacturing company in the world . 🟦 It manufactures products that only X companies can do . a potential 4th in Japan 🟦 It manufactures products in ridiculous high demand and growing 🟦 It manufactures it's frontier products exclusively in the US . in a time of tariffs GUYS . YOU'RE STILL ASLEEP IF YOU BELIEVE IN AI THEN YOU MUST OWN INTEL"  
[X Link](https://x.com/torovictorioso/status/1975521382755598557) [@torovictorioso](/creator/x/torovictorioso) 2025-10-07T11:19Z 2112 followers, XXX engagements


"$XYZ constantly grows faster than $GDDY . they both have the same earnings multiple . and $GDDY trades at a higher PS multiple. The valuation premium is likely due to GoDaddy has recurring revenue"  
[X Link](https://x.com/torovictorioso/status/1954253620762882419) [@torovictorioso](/creator/x/torovictorioso) 2025-08-09T18:49Z 2113 followers, XXX engagements


"👀 . everyone is at risk from @Square $FI CLOVER $TOST $FOUR $LSPD"  
[X Link](https://x.com/torovictorioso/status/1975996577694257343) [@torovictorioso](/creator/x/torovictorioso) 2025-10-08T18:47Z 2113 followers, XXX engagements


"$90 is too low I have XX% growth penciled in for Q3 and XX% for Q4 $XYZ has everything it needs on the innovation side . so it just comes down to pulling levers . and there is some great lever pulling evidence "  
[X Link](https://x.com/torovictorioso/status/1978796334959206429) [@torovictorioso](/creator/x/torovictorioso) 2025-10-16T12:13Z 2111 followers, XXX engagements


"$INTC Panther Lake shipping within months . 18A a huge success"  
[X Link](https://x.com/torovictorioso/status/1976274268385313217) [@torovictorioso](/creator/x/torovictorioso) 2025-10-09T13:11Z 2112 followers, 1766 engagements