# ![@trackingerror1 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1870043177966596096.png) @trackingerror1 Chad

Chad posts on X about $besi, open ai, $amd, $nvda the most. They currently have [---] followers and [---] posts still getting attention that total [--] engagements in the last [--] hours.

### Engagements: undefined [#](/creator/twitter::1870043177966596096/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1870043177966596096/c:line/m:interactions.svg)

- [--] Month [-----] -31%
- [--] Months [------] +946%
- [--] Year [------] +1,068%

### Mentions: undefined [#](/creator/twitter::1870043177966596096/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1870043177966596096/c:line/m:posts_active.svg)

- [--] Months [---] +153%
- [--] Year [---] +349%

### Followers: [---] [#](/creator/twitter::1870043177966596096/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1870043177966596096/c:line/m:followers.svg)

- [--] Month [---] +0.77%
- [--] Months [---] +38%
- [--] Year [---] +553%

### CreatorRank: undefined [#](/creator/twitter::1870043177966596096/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1870043177966596096/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[countries](/list/countries)  100% [stocks](/list/stocks)  48% [technology brands](/list/technology-brands)  39% [finance](/list/finance)  18% [currencies](/list/currencies)  3% [celebrities](/list/celebrities)  2% [automotive brands](/list/automotive-brands)  2% [fashion brands](/list/fashion-brands)  2% [cryptocurrencies](/list/cryptocurrencies)  1% [travel destinations](/list/travel-destinations)  1%

**Social topic influence**
[$besi](/topic/$besi) 18%, [open ai](/topic/open-ai) 10%, [$amd](/topic/$amd) 9%, [$nvda](/topic/$nvda) 8%, [meta](/topic/meta) 7%, [$amat](/topic/$amat) 7%, [$avgo](/topic/$avgo) 5%, [$meta](/topic/$meta) 5%, [$intc](/topic/$intc) 5%, [samsung](/topic/samsung) 4%

**Top accounts mentioned or mentioned by**
[@beuvingjordy](/creator/undefined) [@jukanlosreve](/creator/undefined) [@theaiinvestor](/creator/undefined) [@grok](/creator/undefined) [@firstadopter](/creator/undefined) [@deitaone](/creator/undefined) [@michaeljburry](/creator/undefined) [@riviandd](/creator/undefined) [@jukan05](/creator/undefined) [@zephyrz9](/creator/undefined) [@stockmktnewz](/creator/undefined) [@wallstengine](/creator/undefined) [@thevalueist](/creator/undefined) [@dorse054](/creator/undefined) [@benbajarin](/creator/undefined) [@dnystedt](/creator/undefined) [@arronwei3n](/creator/undefined) [@semivisiontw](/creator/undefined) [@ayzyzyz](/creator/undefined) [@pythiar](/creator/undefined)

**Top assets mentioned**
[Advanced Micro Devices (AMD)](/topic/$amd) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Applied Materials, Inc. (AMAT)](/topic/$amat) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Metadium (META)](/topic/$meta) [Intel Corporation (INTC)](/topic/$intc) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Oracle Corporation (ORCL)](/topic/$orcl) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Tesla, Inc. (TSLA)](/topic/$tsla) [Micron Technology, Inc. (MU)](/topic/$mu) [Shopify Inc (SHOP)](/topic/$shop) [Microsoft Corp. (MSFT)](/topic/$msft) [Bitcoin (BTC)](/topic/bitcoin) [CF Industries Holdings, Inc. (CF)](/topic/$cf) [Expedia Group Inc (EXPE)](/topic/$expe) [Vixco (VIX)](/topic/$vix) [CoreWeave, Inc (CRWV)](/topic/$crwv) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Lumentum Holdings Inc. Common Stock (LITE)](/topic/$lite) [Coherent Inc (COHR)](/topic/$cohr) [Rivian Automotive, Inc.  (RIVN)](/topic/$rivn) [Apple, Inc. (AAPL)](/topic/$aapl) [Sandisk Corporation (SNDK)](/topic/$sndk) [Marvell Technology Inc (MRVL)](/topic/$mrvl) [Salesforce Inc (CRM)](/topic/$crm) [Atlassian Corporation PLC (TEAM)](/topic/$team) [Workday Inc (WDAY)](/topic/$wday) [Now Coin (NOW)](/topic/$now) [Adobe, Inc. (ADBE)](/topic/$adbe) [Snowflake Inc. (SNOW)](/topic/$snow) [Manhattan Associates, Inc. (MANH)](/topic/$manh)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$AMD $AVGO $NVDA"  
[X Link](https://x.com/trackingerror1/status/1989121630212379022)  2025-11-14T00:02Z [---] followers, [--] engagements


"@Jukanlosreve @BeuvingJordy $BESI"  
[X Link](https://x.com/trackingerror1/status/1989752041456156992)  2025-11-15T17:47Z [---] followers, [---] engagements


"@zephyr_z9 Too many stories and not any mention of valuation. ASML mostly priced in. Aixtron has two years of digestion before new demand for GaN tools. Korean stocks still crazy cheap but look out below if infra cant keep up and capex surges. Google too mainstream now too"  
[X Link](https://x.com/trackingerror1/status/1990097672569524477)  2025-11-16T16:40Z [---] followers, [---] engagements


"@hec_ran @blondesnmoney If looking at free cash flow yield Ill subtract some normalized stock based compensation to calculate it but SBC can swing a lot which is why fcf per share better if modeling long term and looking at big picture a few years back"  
[X Link](https://x.com/trackingerror1/status/1990199538918043733)  2025-11-16T23:25Z [---] followers, [--] engagements


"@StockMKTNewz Microstrategy owns more than a day of average trading volume of bitcoin"  
[X Link](https://x.com/trackingerror1/status/1990201291650511002)  2025-11-16T23:32Z [---] followers, [--] engagements


"@wookietradess @DeItaone The West will all ban it since cant compete on anything anymore. Lost automotive race already"  
[X Link](https://x.com/trackingerror1/status/1990251472626589947)  2025-11-17T02:51Z [---] followers, [---] engagements


"@Jukanlosreve Hopefully leads to better entry point to buy more $TSMC"  
[X Link](https://x.com/trackingerror1/status/1990579890547290342)  2025-11-18T00:36Z [---] followers, [---] engagements


"@great_martis SoftBank is smart money"  
[X Link](https://x.com/trackingerror1/status/1990582260043821392)  2025-11-18T00:46Z [---] followers, [--] engagements


"@Venu_7_ @JSpitTrades $CF"  
[X Link](https://x.com/trackingerror1/status/1990624273078366540)  2025-11-18T03:33Z [---] followers, [---] engagements


"@DeepSailCapital $EXPE"  
[X Link](https://x.com/trackingerror1/status/1990826814915346707)  2025-11-18T16:57Z [---] followers, [---] engagements


"@LuxAlgo Can we get [--] GWh with just AMD to match OpenAI Thx a bunch"  
[X Link](https://x.com/trackingerror1/status/1990835047239463302)  2025-11-18T17:30Z [---] followers, [---] engagements


"Saudi puts $100 billion in OpenAI and shorts will be in hell"  
[X Link](https://x.com/trackingerror1/status/1990841157870612971)  2025-11-18T17:54Z [---] followers, [--] engagements


"MBS no limit = $AMD no limit"  
[X Link](https://x.com/trackingerror1/status/1990841887725662469)  2025-11-18T17:57Z [---] followers, [--] engagements


"@DeItaone This is whats in the way of all your $NVDA $ORCL $AMD calls"  
[X Link](https://x.com/trackingerror1/status/1990875887055802496)  2025-11-18T20:12Z [---] followers, [---] engagements


"@wallstengine He just doesnt want any funding for his competition reliant on capital markets"  
[X Link](https://x.com/trackingerror1/status/1990900745873604676)  2025-11-18T21:51Z [---] followers, [---] engagements


"@dividenddude Long the $VIX"  
[X Link](https://x.com/trackingerror1/status/1990912460602089642)  2025-11-18T22:38Z [---] followers, [--] engagements


"@Jukanlosreve While I appreciate your Samsung HBM posts they go like this Samsung yields bad Nvidia still not done deal Samsung yields improving qualification near Samsung yields bad Nvidia still not done deal Samsung yields improving qualification near Samsung yields bad"  
[X Link](https://x.com/trackingerror1/status/1990928425234936043)  2025-11-18T23:41Z [---] followers, [---] engagements


"@TheValueist $BESI"  
[X Link](https://x.com/trackingerror1/status/1990974831534444770)  2025-11-19T02:46Z [---] followers, [---] engagements


"@michaeljburry You should have shorted $META $PLTR $CRWV $NBIS $ORCL instead. More exposed to the fake accounting and worse balance sheets"  
[X Link](https://x.com/trackingerror1/status/1990987609275838504)  2025-11-19T03:36Z [---] followers, [---] engagements


"@The_AI_Investor @dorse054 Any sign of Lisa haha"  
[X Link](https://x.com/trackingerror1/status/1990988531683234261)  2025-11-19T03:40Z [---] followers, [---] engagements


"@The_AI_Investor Elon is so awkward haha"  
[X Link](https://x.com/trackingerror1/status/1990988754761494988)  2025-11-19T03:41Z [---] followers, [---] engagements


"@Patryn23 @DavidSacks Brockman from OpenAI"  
[X Link](https://x.com/trackingerror1/status/1990992741988458725)  2025-11-19T03:57Z [---] followers, [----] engagements


"@petrakov47 @The_AI_Investor @dorse054 🤣"  
[X Link](https://x.com/trackingerror1/status/1991018830555197675)  2025-11-19T05:40Z [---] followers, [--] engagements


"@The_AI_Investor How if its sold out I dont get it"  
[X Link](https://x.com/trackingerror1/status/1991290884613369915)  2025-11-19T23:41Z [---] followers, [---] engagements


"@BenBajarin I think you have to subtract a quarter of revenue from it so $350bn - $65bn but also assumes everyone has ability to pay including OpenAI and Anthropic and that the bottlenecks dont get in the way. Either way amazing if pull it off"  
[X Link](https://x.com/trackingerror1/status/1991294395245871483)  2025-11-19T23:55Z [---] followers, [---] engagements


"@michaeljburry @grok who is OpenAIs auditor"  
[X Link](https://x.com/trackingerror1/status/1991330090987450525)  2025-11-20T02:17Z [---] followers, [--] engagements


"@charliebilello You forgot Tesla $TSLA: $1.4 billion"  
[X Link](https://x.com/trackingerror1/status/1991337784318259415)  2025-11-20T02:48Z [---] followers, [----] engagements


"@imnotharsh Hopefully another giant hybrid bonding order from $BESI if get their shit together. Already have [--] tools"  
[X Link](https://x.com/trackingerror1/status/1991722876643557384)  2025-11-21T04:18Z [---] followers, [---] engagements


"@jeffgrimes9 Also nice to have India and US toggle but Europe or APAC would be nice too Consensus great but valuation calcs tab would be great. EV/EBIT or FCF yield type stuff from existing data Morningstar like heat map across sectors geos market caps etc"  
[X Link](https://x.com/trackingerror1/status/1992107698754924657)  2025-11-22T05:47Z [---] followers, [--] engagements


"$GOOG is in trouble. Had the lead (for [--] days) and squandered it OpenAI is definitely in trouble. They had the lead but squandered it. OpenAI is definitely in trouble. They had the lead but squandered it"  
[X Link](https://x.com/trackingerror1/status/1993086588902125664)  2025-11-24T22:37Z [---] followers, [--] engagements


"@Humpadumpa_ @firstadopter Nvidia responses are rational and i dont buy Burry big picture argument but the share dilution is very significant and to say RSU taxes are below the line and not operating outflow is dumb and often overlooked by investors focused on just growth"  
[X Link](https://x.com/trackingerror1/status/1993100144636837959)  2025-11-24T23:31Z [---] followers, [--] engagements


"$BESI will be huge beneficiary of Broadcom and AMD share gains from Nvidia. $TSM AP7 facility will massively expand SOIC capacity needed for XDSiP hybrid bonding technology. $GOOG TPUs will likely adopt once possible similar to Broadcom other customers That's a lot of real estate. "The 3.5D XDSiP integrates more than [----] mm2 of silicon and up to [--] high bandwidth memory (HBM) stacks in one packaged device" https://t.co/uVjorMSILs That's a lot of real estate. "The 3.5D XDSiP integrates more than [----] mm2 of silicon and up to [--] high bandwidth memory (HBM) stacks in one packaged device""  
[X Link](https://x.com/trackingerror1/status/1993104158510227911)  2025-11-24T23:47Z [---] followers, [---] engagements


"While $LITE $COHR and other optics businesses skyrocket dont forget who assembles all the subassemblies for the pluggable optics $BESI should be huge beneficiary of optical transceivers growth and CPO adoption driven by $NVDA and powered by $TSMC COUPE"  
[X Link](https://x.com/trackingerror1/status/1993105393174954288)  2025-11-24T23:52Z [---] followers, [---] engagements


"@Jukanlosreve Could be just negotiating play by Meta. What happened to the CUDA moat Maybe this works since workloads for video could be the same (e.g. video)"  
[X Link](https://x.com/trackingerror1/status/1993121924470481308)  2025-11-25T00:57Z [---] followers, [----] engagements


"So CUDA is not a real moat $NVDA $META $GOOG"  
[X Link](https://x.com/trackingerror1/status/1993157864727408996)  2025-11-25T03:20Z [---] followers, [---] engagements


"@lfg_cap In one pocket out the other. Meta a customer of Broadcom lol"  
[X Link](https://x.com/trackingerror1/status/1993195030258106862)  2025-11-25T05:48Z [---] followers, [--] engagements


"$AMD target $20 in EPS in 3-5 years suggests its trading at 10x forward earnings lol. Wild considering targets probably low balled and most of that growth is front loaded. Market pricing in almost no chance OpenAI and Oracle deploy announced capex in [----]. Assymetric risk/reward"  
[X Link](https://x.com/trackingerror1/status/1993397881374752901)  2025-11-25T19:14Z [---] followers, [--] engagements


"@firstadopter Hes got a sizable OpenAI position"  
[X Link](https://x.com/trackingerror1/status/1993491988919013545)  2025-11-26T01:28Z [---] followers, [---] engagements


"@michaeljburry If thats the case why not wait another year to put on your bet. Should have waited for Rubin and MI450 to ramp to make case on Blackwell and Hopper chips"  
[X Link](https://x.com/trackingerror1/status/1993671541767426477)  2025-11-26T13:21Z [---] followers, [----] engagements


"@StockMKTNewz Yet people are investing in these commodities at absurd prices"  
[X Link](https://x.com/trackingerror1/status/1996309123336634398)  2025-12-03T20:02Z [---] followers, [---] engagements


"@dnystedt $BESI"  
[X Link](https://x.com/trackingerror1/status/1996789658035081348)  2025-12-05T03:52Z [---] followers, [---] engagements


"@BenBajarin @MarvellTech Thx. Any big takeaways on 3D stacking and chiplet adoption for their ASICs customers Trainium [--] likely to adopt or maybe Amazon utilizes IP from Broadcom XDSiP"  
[X Link](https://x.com/trackingerror1/status/1998467546450665685)  2025-12-09T18:59Z [---] followers, [--] engagements


"@ConsensusGurus My guess is its a nice way for Larry to say openai will use less Nvidia chips at Oracle data centers and opt for more AMD Broadcom instead. Nvidia might be bailing on OpenAI $100bn investment since Jensen is pissed about their deal w/ AMD. Now hes putting onus on OpenAI"  
[X Link](https://x.com/trackingerror1/status/1998951405365936224)  2025-12-11T03:02Z [---] followers, [---] engagements


"@Arronwei3n Seems bullish for $AMD $AVGO too"  
[X Link](https://x.com/trackingerror1/status/1998954228304458067)  2025-12-11T03:13Z [---] followers, [---] engagements


"While $TSLA appeasing to elons hardheadedness $RIVN will leap on autonomy by incorporating AI and using whats now cheap lidar"  
[X Link](https://x.com/trackingerror1/status/1999176408808202622)  2025-12-11T17:56Z [---] followers, [---] engagements


"$NVDA backlog ex OpenAI next [--] months $500 billion. $AVGO $70 billion lmao. 7x the backlog yet only twice the market cap. $AVGO mispriced GPU ASIC"  
[X Link](https://x.com/trackingerror1/status/1999245526903251276)  2025-12-11T22:30Z [---] followers, [---] engagements


"@semivision_tw Anything outside of advantest or teradyne you find interesting"  
[X Link](https://x.com/trackingerror1/status/2000259684079648971)  2025-12-14T17:40Z [---] followers, [--] engagements


"@Arronwei3n Why wouldnt the constantly play Broadcom against Mediatek and back tho"  
[X Link](https://x.com/trackingerror1/status/2000778779782996093)  2025-12-16T04:03Z [---] followers, [---] engagements


"@semivision_tw I want to see some testers That and whatever tech Tokyo Seimitsu will collaborate with Advantest. Any info on shibaura mechatronica panel level tool as well"  
[X Link](https://x.com/trackingerror1/status/2001128150475165807)  2025-12-17T03:11Z [---] followers, [--] engagements


"So why is $TSM down"  
[X Link](https://x.com/trackingerror1/status/2001314571852931386)  2025-12-17T15:32Z [---] followers, [--] engagements


"@ContrarianCurse Only reason anybody buying TPUs and trainium is because only game in town. This is super bullish $NVDA $AMD"  
[X Link](https://x.com/trackingerror1/status/2001445614853529911)  2025-12-18T00:13Z [---] followers, [----] engagements


"@BeuvingJordy 2Q ramp for HBM4 $BESI has a pilot line at micron with [--] of its fluxless tcb tools. Maybe we get a nice big order soon 🤤"  
[X Link](https://x.com/trackingerror1/status/2001660505203880258)  2025-12-18T14:27Z [---] followers, [---] engagements


"@EricJhonsa Advantest"  
[X Link](https://x.com/trackingerror1/status/2001675934555082927)  2025-12-18T15:28Z [---] followers, [---] engagements


"@BeuvingJordy $MU basically confirmed sticking with TCB on call. 2Q ramp and [--] month lead times for orders typically. Looks like successful launch"  
[X Link](https://x.com/trackingerror1/status/2001686716244205649)  2025-12-18T16:11Z [---] followers, [----] engagements


"$BESI $AAPL https://www.fudzilla.com/news/62248-intel-close-to-scoring-a-packaging-deal-with-apple https://www.fudzilla.com/news/62248-intel-close-to-scoring-a-packaging-deal-with-apple"  
[X Link](https://x.com/trackingerror1/status/2002176174131458353)  2025-12-20T00:36Z [---] followers, [--] engagements


"@StockSavvyShay Down goes $SNDK and its fake HBF goals"  
[X Link](https://x.com/trackingerror1/status/2003499151636758885)  2025-12-23T16:13Z [---] followers, [---] engagements


"@Alex_Intel_ @zephyr_z9 Assuming P5 is operational in [----] and including the dram conversions in the math and underutilized capacity"  
[X Link](https://x.com/trackingerror1/status/2003503869033390284)  2025-12-23T16:32Z [---] followers, [--] engagements


"@Katie_Roof @theinformation Last I checked your founder is Jessica Lessin a Zionist just like her friend mark Zuckerberg"  
[X Link](https://x.com/trackingerror1/status/2003509230167597463)  2025-12-23T16:53Z [---] followers, [--] engagements


"@hms1193 $besi $amat wants some of that foveros 3d action"  
[X Link](https://x.com/trackingerror1/status/2003684711529640129)  2025-12-24T04:30Z [---] followers, [---] engagements


"My take is that this is Jensen listening to Lisa at their analyst day. $AMD $NVDA "We're in the fourth generation of that stacked SRAM that stacked V-Cache still without a competitor in the industry to that capability." Occams razor take on Nvidia-Grok deal: Nvidia wanted a guy who knew TPU as an insurance against Google. Who best other than the man who founded TPU at Google: Jonathan Ross SRAM because HBM is $$$ is an unsound technical explanation GPU dead: long live TPU is an overreaction Occams razor take on Nvidia-Grok deal: Nvidia wanted a guy who knew TPU as an insurance against Google."  
[X Link](https://x.com/trackingerror1/status/2004293229983027505)  2025-12-25T20:48Z [---] followers, [---] engagements


"@Rivian_DD @adrewrogers Next [--] months will be brutal"  
[X Link](https://x.com/trackingerror1/status/2004331503401291886)  2025-12-25T23:20Z [---] followers, [---] engagements


"@hedgedworld $besi $amat $6857"  
[X Link](https://x.com/trackingerror1/status/2005328859022184608)  2025-12-28T17:23Z [---] followers, [--] engagements


"@wallstengine Jensen keeps paying his friends"  
[X Link](https://x.com/trackingerror1/status/2006075979694018934)  2025-12-30T18:52Z [---] followers, [---] engagements


"@chaojidigua @DeItaone Nasdaq [---] is not the Nasdaq but either way hes wrong"  
[X Link](https://x.com/trackingerror1/status/2006488282079834439)  2025-12-31T22:10Z [---] followers, [--] engagements


"@Rivian_DD @Hilbe Id prob flip those around. Doubt they sell 40k R1/EDV"  
[X Link](https://x.com/trackingerror1/status/2007058772204884440)  2026-01-02T11:57Z [---] followers, [--] engagements


"Boots on the ground. There goes the deficit"  
[X Link](https://x.com/trackingerror1/status/2007502890844434541)  2026-01-03T17:22Z [---] followers, [--] engagements


"@ayz_yzyz $besi new flip chip tool Q1 [--] and will give them entry into TSMC business and Rubin"  
[X Link](https://x.com/trackingerror1/status/2008650334282149992)  2026-01-06T21:22Z [---] followers, [---] engagements


"Dear Harlan Sur: We get it. You know your shit. For the love of God though please make your questions more concise. Sincerely Everyone $NVDA $MRVL $AMD $AVGO"  
[X Link](https://x.com/trackingerror1/status/2008760272497045918)  2026-01-07T04:39Z [---] followers, [---] engagements


"@dnystedt @grok How many acres did they already have in Arizona"  
[X Link](https://x.com/trackingerror1/status/2009649948636463252)  2026-01-09T15:34Z [---] followers, [--] engagements


"@BeuvingJordy My estimate is still another [--] bonder order in Q1 from TSMC for AP7. The real fun will be when they get Samsung HBM4E orders 🤤 in Q2 or Q3. Fluxless from micron is all gravy if it happens or Intel expanding given its momentum in AP"  
[X Link](https://x.com/trackingerror1/status/2010642764279742720)  2026-01-12T09:19Z [---] followers, [---] engagements


"@BeuvingJordy Yes like been saying they are key enabler of optical transceivers. Photonics market on fire. If scale up cpo takes off in next [--] years will be massive. Well see tho. TSMC AP7 at full ramp is [---] tools. My guess is secured 10-15 of that so far in Q4. Another similar size Q1"  
[X Link](https://x.com/trackingerror1/status/2010644929152991417)  2026-01-12T09:28Z [---] followers, [--] engagements


"@TheValueist DRAM vs HBM discussion could be specific to DeepSeek as Chinese have less access"  
[X Link](https://x.com/trackingerror1/status/2010840927900774910)  2026-01-12T22:26Z [---] followers, [----] engagements


"@PythiaR @dalibali2 Damn you beat me to it"  
[X Link](https://x.com/trackingerror1/status/2011154500040675579)  2026-01-13T19:12Z [---] followers, [---] engagements


"@man26uel Very deceiving but nice try. Nobody cares about HBM4. HBM4E will utilize hybrid bonding at Samsung. Hynix and Micron will follow with HBM5 if not sooner. Only one that can pull off [--] layers without it is Hynix"  
[X Link](https://x.com/trackingerror1/status/2011372272184176814)  2026-01-14T09:38Z [---] followers, [--] engagements


"@Rivian_DD Theyre all fighting for Elons capital markets business"  
[X Link](https://x.com/trackingerror1/status/2011505306816385102)  2026-01-14T18:26Z [---] followers, [---] engagements


"SaaS companies were paying employees with stock based compensation for years thats now worth way less. Many 20% of revenue that theyd just add back to eps. Lower stock prices mean free cash flow about to take a hit (more cash less stock) or dilution accelerate (more shares)"  
[X Link](https://x.com/trackingerror1/status/2012199885009735725)  2026-01-16T16:26Z [---] followers, [--] engagements


"$NOW $ADBE $CRM $SNOW $SHOP $TEAM $MANH $PLTR $WDAY"  
[X Link](https://x.com/trackingerror1/status/2012200448740974904)  2026-01-16T16:29Z [---] followers, [---] engagements


"@jukan05 Hmmm Pretty sure Taiwanese mention WoW in lieu of explicitly saying hybrid bonding Can anyone confirm Aside from @grok $besi $amat"  
[X Link](https://x.com/trackingerror1/status/2012528536825770160)  2026-01-17T14:12Z [---] followers, [---] engagements


"@grok @jukan05 Does this suggest $MU is actively developing hybrid bonding technology"  
[X Link](https://x.com/trackingerror1/status/2012543456288145762)  2026-01-17T15:12Z [---] followers, [--] engagements


"@jukan05 SK Hynix is also preparing to introduce this technology to HBM. It is known that the existing packaging technology 'MR-MUF' and hybrid bonding are being researched as 'two tracks' with the goal of introducing this technology into HBM4E. $besi $amat"  
[X Link](https://x.com/trackingerror1/status/2013027727075631362)  2026-01-18T23:16Z [---] followers, [---] engagements


"@DirtDoe5 @Mar364503 Lmao how 11x P/E [--] years out"  
[X Link](https://x.com/trackingerror1/status/2013662659158372404)  2026-01-20T17:19Z [---] followers, [--] engagements


"@Mar364503 You realize intel outsources to $TSM right"  
[X Link](https://x.com/trackingerror1/status/2013665279545352532)  2026-01-20T17:29Z [---] followers, [---] engagements


"$INTC going back down to $30s again soon once all degenerates done buying the dip"  
[X Link](https://x.com/trackingerror1/status/2014448385315733806)  2026-01-22T21:21Z [---] followers, [---] engagements


"@KristinaParts Makes sense by then backlogs at key semi equipment companies will be [--] years long. If confident would spend the capex now. $TSM has no capacity and somehow $INTC cant get a real external customer"  
[X Link](https://x.com/trackingerror1/status/2014464222466605465)  2026-01-22T22:24Z [---] followers, [----] engagements


"$INTC: capex in [----] is down significantly for space. Have enough clean room capacity. Spending for tools ramping up quite a lot in [----]. $besi $asml $amat $kla $lcrx"  
[X Link](https://x.com/trackingerror1/status/2014467233146397083)  2026-01-22T22:36Z [---] followers, [---] engagements


"$INTC ramping capex to support advanced packaging business. What was hundreds of billions now well over a $1bn with prepayments even. $BESI $AMAT #Kinex 🚀"  
[X Link](https://x.com/trackingerror1/status/2014468981416239203)  2026-01-22T22:43Z [---] followers, [---] engagements


"$BESI $SSU https://biz.chosun.com/en/en-it/2025/10/22/RWTJPPJTX5DH7KQYBREUNH3THM/outputType=amp https://biz.chosun.com/en/en-it/2025/10/22/RWTJPPJTX5DH7KQYBREUNH3THM/outputType=amp"  
[X Link](https://x.com/trackingerror1/status/1981136457810268205)  2025-10-22T23:11Z [---] followers, [--] engagements


"$onto call at Needham conference pretty bullish for $besi"  
[X Link](https://x.com/trackingerror1/status/2011132095587131880)  2026-01-13T17:43Z [---] followers, [---] engagements


"Nice to see $SHOP join the software sell off. Payments are powered by stripe/adyen and logistics by UPS/Fedex/DHL/Amazon etc. Easy short. No moat in the age of AI"  
[X Link](https://x.com/trackingerror1/status/2011477800461467987)  2026-01-14T16:37Z [---] followers, [---] engagements


"@firstadopter Sell signal"  
[X Link](https://x.com/trackingerror1/status/2016273515515937001)  2026-01-27T22:14Z [---] followers, [--] engagements


"@ayz_yzyz Monster #"  
[X Link](https://x.com/trackingerror1/status/2016393925532254678)  2026-01-28T06:12Z [---] followers, [---] engagements


"Who the fuc* is this James Cakmak idiot on Bloomberg talking Big Tech Talk about clueless closet index fund with zero insight $meta $msft"  
[X Link](https://x.com/trackingerror1/status/2016623947794805144)  2026-01-28T21:26Z [---] followers, [---] engagements


"$META: Analyst: Hey Susan will you be free cash flow positive in [----] Susan: AI slop answer"  
[X Link](https://x.com/trackingerror1/status/2016636695677194427)  2026-01-28T22:17Z [---] followers, [--] engagements


"@PythiaR They seem conflicted on where to deploy compute. Azure will grow slower than expected so they can invest in [---] and their software. Need to start showing more progress on latter for stock to work"  
[X Link](https://x.com/trackingerror1/status/2016651212658266624)  2026-01-28T23:14Z [---] followers, [----] engagements


"@canyoudugit8 @benitoz Satya mentioned AMD as well"  
[X Link](https://x.com/trackingerror1/status/2016651860858556525)  2026-01-28T23:17Z [---] followers, [--] engagements


"$GOOG Anthropic and OpenAI all outsmarting $META $ORCL $MSFT $AMZN. Cloud has become a distraction for the hyperscalers"  
[X Link](https://x.com/trackingerror1/status/2016654158338888171)  2026-01-28T23:26Z [---] followers, [---] engagements


"@FredLambert Swiss franc better"  
[X Link](https://x.com/trackingerror1/status/2016709890044223665)  2026-01-29T03:08Z [---] followers, [---] engagements


"- Samsung hybrid bonding HBM4E - Intel resurgence in AP and EMIB - Apple shift to chiplets + M5 Pro - TSM AP capacity growing as fast as possible - OSATs getting overflow orders from TSM - Optical transceivers on 🔥 - CPO likely shift to scale up $besi https://biz.chosun.com/en/en-it/2026/01/29/K7A5VU5DMJC5DCSRFI4JMDS264/ https://biz.chosun.com/en/en-it/2026/01/29/K7A5VU5DMJC5DCSRFI4JMDS264/"  
[X Link](https://x.com/trackingerror1/status/2017044436493226109)  2026-01-30T01:17Z [---] followers, [---] engagements


"- $AMD $INTC CPU shortage heavy HB products - $AMD taking share of GPUs - $AVGO ASICs adopting 3DSiP - KVCache more important (3D SRAM) - Latency more important for models - Energy efficiency more important for hyperscalers - the entire ecosystem on fire - Kinex tool $amat"  
[X Link](https://x.com/trackingerror1/status/2017045454006210646)  2026-01-30T01:21Z [---] followers, [---] engagements


"@firstadopter Rick reider better option"  
[X Link](https://x.com/trackingerror1/status/2017075173854474389)  2026-01-30T03:19Z [---] followers, [--] engagements

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