[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.] [$761b](/topic/$761b) ### Top Social Posts *Showing only X posts for non-authenticated requests. Use your API key in requests for full results.* "$TSM basically just handed everyone the treasure map to the first $1T semiconductor empire. Their plan Let edge devices do all the heavy lifting by 2030 were talking XXX million AI-powered PCs and one billion AI phones a year. Thats not a forecast thats an AI zombie outbreak. And just to sanity-check things: WSTS pegs 2026 at $761B and IDCs already whispering $1T by 2028 like its Beetlejuice. Only problem Packaging and HBM are currently the equivalent of trying to shove a hippo through a dog door. But no worries CoWoS is hitting the gym hard: 7080k wafers per month in 2025 blasting past 100k" [X Link](https://x.com/Dionysus_666/status/1978833243290902717) [@Dionysus_666](/creator/x/Dionysus_666) 2025-10-16T14:39Z XXX followers, XX engagements "$TSM just sketched the path to $1T semis: They see edge demand doing the heavy lifting by decade end. AI PCs 280M/yr and AI phones 1B/yr by 2030. Cross-check: WSTS has XX at $761B and IDC now thinks $1T could hit as early as XX. Real bottleneck = packaging/HBM (CoWoS ramping hard: 7080k wpm XX 100k 26). $TSM $NVDA $AMD $ASML $AMAT $LRCX $MU" [X Link](https://x.com/Next100Baggers/status/1977788674734784753) [@Next100Baggers](/creator/x/Next100Baggers) 2025-10-13T17:29Z 13.6K followers, 2312 engagements "#Jabil Earnings Preview - $JBL Earnings due Sept XX Pre-Market Est. Revenue: $7.61B vs. $7.83B prior Est. Adj. EPS: $XXXX vs. $XXXX prior Segment Focus: Diversified Manufacturing Services expected to offset softness in Electronics Manufacturing Services. End-Market Dynamics: Strength in cloud/datacenter and automotive EV programs vs. weaker demand from consumer electronics. Margin Drivers: Mix shift toward higher-value solutions and disciplined cost management likely to support EPS growth despite lower topline. Capital Allocation: Progress on share repurchases and debt reduction will be" [X Link](https://x.com/Earnings_Time/status/1970882166784409771) [@Earnings_Time](/creator/x/Earnings_Time) 2025-09-24T16:05Z 12.3K followers, 1204 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
Showing only X posts for non-authenticated requests. Use your API key in requests for full results.
"$TSM basically just handed everyone the treasure map to the first $1T semiconductor empire. Their plan Let edge devices do all the heavy lifting by 2030 were talking XXX million AI-powered PCs and one billion AI phones a year. Thats not a forecast thats an AI zombie outbreak. And just to sanity-check things: WSTS pegs 2026 at $761B and IDCs already whispering $1T by 2028 like its Beetlejuice. Only problem Packaging and HBM are currently the equivalent of trying to shove a hippo through a dog door. But no worries CoWoS is hitting the gym hard: 7080k wafers per month in 2025 blasting past 100k"
X Link @Dionysus_666 2025-10-16T14:39Z XXX followers, XX engagements
"$TSM just sketched the path to $1T semis: They see edge demand doing the heavy lifting by decade end. AI PCs 280M/yr and AI phones 1B/yr by 2030. Cross-check: WSTS has XX at $761B and IDC now thinks $1T could hit as early as XX. Real bottleneck = packaging/HBM (CoWoS ramping hard: 7080k wpm XX 100k 26). $TSM $NVDA $AMD $ASML $AMAT $LRCX $MU"
X Link @Next100Baggers 2025-10-13T17:29Z 13.6K followers, 2312 engagements
"#Jabil Earnings Preview - $JBL Earnings due Sept XX Pre-Market Est. Revenue: $7.61B vs. $7.83B prior Est. Adj. EPS: $XXXX vs. $XXXX prior Segment Focus: Diversified Manufacturing Services expected to offset softness in Electronics Manufacturing Services. End-Market Dynamics: Strength in cloud/datacenter and automotive EV programs vs. weaker demand from consumer electronics. Margin Drivers: Mix shift toward higher-value solutions and disciplined cost management likely to support EPS growth despite lower topline. Capital Allocation: Progress on share repurchases and debt reduction will be"
X Link @Earnings_Time 2025-09-24T16:05Z 12.3K followers, 1204 engagements
/topic/$761b/posts