MY @MY338833
Joined June 2026-
Tweets2
-
Followers5
-
Following80
-
Likes49
@Kay2289123 Truly grateful I came across your account, from XHS and then here...i am very sure your consistent, selfless sharing has been a positive and meaningful help to many... That’s a genuine good deed. Wishing you well and continued impact.
1
0
2
678
0
View Details
MY retweeted
@aleabitoreddit Explain it to me like I'm 5. What exactly is SNDK gaining from LTA/NBM if demand holds up for the next 3-4 years. Isn't the bigger risk what happens after that, e.g. the possibility that demand growth begins to slow while YMTC/Copycats ramp up production like crazy?
Mr. Ping @MrPingChecks
3K Followers 793 Following Finance gurus make a lot of calls. I check them. 🧾 15 年一级投资从业，重度信息洁癖 分享金融、科技、地缘干货
Clara💎 @cclaraluv
152 Followers 408 Following Living well, chasing freedom, and collecting stories from every corner of the world
Ryan Leung 梁興盛,... @RYANHINGSHING
16K Followers 1K Following Buyside equity analyst. Tech/Fin. Investing in tech/semi supply chain. Not investment advice. DM open.
Lily @DannyRoigjd
270 Followers 275 Following 🤖 AI × ⛓️ Crypto × 📊 Finance Building intelligent systems for the decentralized future. 🧮 Powered by data, algorithms & innovation
Jason L @JcapitalL
115 Followers 4K Following Finance. Fitness. Faith. I use options to get paid while building positions in high-conviction growth stocks. Free LEAPS Cheat Sheet
Kalshi Finance @Kalshi_Finance
108K Followers 52 Following Trade on financials, commodities, tech and everything else finance. Powered by @Kalshi
Mr. Ping @MrPingChecks
3K Followers 793 Following Finance gurus make a lot of calls. I check them. 🧾 15 年一级投资从业，重度信息洁癖 分享金融、科技、地缘干货
Cheryl Wu @cherylwoooo
4K Followers 1K Following Econ PhD student @Yale | research scholar @GovAIOrg | @nsf grf | previously @uchicago undergrad | 📷 | 🎹 | 🍪 | Views are my own
Autopilot @joinautopilot
245K Followers 460 Following Making the best investment strategies available $2B invested so far Best known for launching @PelosiTracker
Annie 所长 @web3annie
70K Followers 5K Following 关注我的都发财 🙏 AI & 股票研究所 | Meme @memewizd | Meme币交易 ➜ https://t.co/7ZxI7yqeUA | 买美股上：https://t.co/YipQ7Ps43K
TheBigBerbowski @TheBigBerbowski
24K Followers 798 Following Independent research (AI infra, semis + microcaps) | Background in IT, economics, product. Business inquiries via DM. Link to my website, my trades. ⬇️
Ben Pouladian @benitoz
25K Followers 1K Following AI Infrastructure • Compute Economics • Semiconductors • Models • Power • $NVDA since 2016
Fei-Fei Li @drfeifei
1.1M Followers 1K Following Cofounder/CEO @theworldlabs, Prof (CS @Stanford), Co-Director @StanfordHAI, #AI #SpatialIntelligence #GenAI #computervision #robotics #AI-healthcare
TMT Breakout @TMTBreakout
19K Followers 303 Following Top 5 Fin Substack | 2x DaiIy Institutional-grade insights + recaps of Wall Street research, earnings, news, and alt data | 17yr Tech HF Manager | TMT Breakout
投研荟 @freearkshaw
31K Followers 2K Following 20多年A股专业投研经验，前私募总经理 聚焦A股产业浪潮投资机会（AI、半导体、机器人、商业航天等） 分享研究信息，记录投资琐碎 仅知识分享，非投资建议
LIWEI_TW Capital @LIWEI_TWCapital
14K Followers 477 Following Even a great company is only worth recommending at the right price. Every trading idea shared should deliver real, actionable value when it matters most.
Ryan Leung 梁興盛,... @RYANHINGSHING
16K Followers 1K Following Buyside equity analyst. Tech/Fin. Investing in tech/semi supply chain. Not investment advice. DM open.
Chad Wallace @siliconcodesign
13K Followers 256 Following Deep-Tech Semiconductor Analyst, MSEE @JohnsHopkins. Expert-driven system architecture deep-dives of AI datacenter hardware at https://t.co/atebRcUn6C
RamenPanda @IamRamenPanda
94K Followers 644 Following 2017年入圈加密的老OG。老粉们从推到微博（15万粉）再到推，跟我很多年了 现在：半导体➕区块链
JP Insights @jpinsights
37K Followers 310 Following I write about the boring stuff behind AI. Longer analysis available on my Substack. NFA
Silicon Atlas @Silicon_Atlas
3K Followers 144 Following 20 years designing chips. AI hardware explained: bottlenecks, trade-offs and economics. Evidence-first analysis + daily AI glossary cards.
老K躺平日记 @Lei7396
869 Followers 29 Following 💡 34岁实现财务自由，全球旅居的独立投资者 🚐 旅居西班牙2年，现定居大马1年半，完成房车环游中国和欧洲，接下来东南亚和澳洲 🎯 拒绝吃老本，用稳健思路构建美元现金流 👇 每日退休日记更新
Nick Dorsey @Midnight_Captl
25K Followers 790 Following Sf deals lead @computeexchange | Building @joule14 | AI & semi’s | girl dad | ex. Apple Global Sourcing
FUNDA @FundaAI
37K Followers 1K Following The full-stack research platform for public equity investors. https://t.co/0xRZegn2ep [email protected]
Diligent Plane @DiligentPlane
79K Followers 574 Following Turned 50k into $1M+ in one year. No options Famous on @Reddit WSB with 23M+ views Your mom’s favorite trader
Michael Sikand @michaelsikand
133K Followers 765 Following Investor & Entrepreneur || $60M+ AUM On @joinautopilot || Forbes 30u30 || Prev exit My Picks. Your Portfolio👇
Yi He @heyibinance
647K Followers 1K Following Co-Founder & Chief Customer Service Officer @Binance， Holder of #BNB
Photon Capital @PhotonCap
70K Followers 2K Following Seeing tech through a different wavelength. Photonics & semiconductor research https://t.co/E8DQu9pkCv
Jony的美股长期�... @Jonylin007
13K Followers 734 Following 炒股不关注宏观？那很可能会出大问题！我的定位就是散户角度的深度宏观研究者！请重点关注我的文章专栏，每周至少会有一篇深度的专栏文章。我专注于纳斯达克100指数QQQ和对应的三倍EFT TQQQ 长期投资策略，是QQQ和TQQQ的深度研究者。
Y Combinator @ycombinator
1.7M Followers 367 Following We help founders make something people want. Subscribe to our newsletter: https://t.co/sjqjxxBeLc
OpenAI @OpenAI
5.4M Followers 4 Following OpenAI’s mission is to ensure that artificial general intelligence benefits all of humanity. We’re hiring: https://t.co/dJGr6LgzPA
Claude @claudeai
1.9M Followers 2 Following Claude is an AI assistant built by @anthropicai to be safe, accurate, and secure. Talk to Claude on https://t.co/ZhTwG8d1e5 or download the app.
NVIDIA @nvidia
2.7M Followers 47 Following The official handle for NVIDIA. Blog: https://t.co/JAn5eKOTBT Support: https://t.co/6ln5FVnA2o All our social media: https://t.co/Uc56dL57Dh
Outlier Capital @outliercapx
7K Followers 130 Following The Founder. Asymmetric stocks. Generational wealth. Portfolio target: 5x+ returns in 5 years. Join 4K+ readers → Full portfolio + Theses, link.
Nutty @NuttyCLD
22K Followers 2K Following Analog IC Designer | Structural Approach in the AI Wave | Semiconductors & Power & Optics | https://t.co/wL7xmQ1wVu
Papa Johns @SVTrivo
15K Followers 2K Following Semiconductor Engineer, Ph.D. 🇰🇷🇺🇸 📍 San Jose Startup & Big Tech Vet John's Papa Silicon Valley Trivopaedia: Tech, Money, Food & Chips. Life in the SV
Andrew Feldman @andrewdfeldman
33K Followers 229 Following CEO and Founder @Cerebras (NASDAQ: CBRS) where we build the fastest AI infrastructure in the world.
Vikram Sekar ✈️ O... @vikramskr
26K Followers 1K Following Independent Semi Research: https://t.co/Qu61K9t6w7 Substack: https://t.co/60ru2W4LXN Podcast: https://t.co/tfzu1g0xRq NFA. DYODD
Kevin Xu @kevinxu
204K Followers 4K Following CEO @alpha_ai. Net worth $11,863,244.16. Trades in highlights. Subscribe for realtime alerts.
Jason Luongo @JasonL_Capital
70K Followers 861 Following NO FINANCIAL ADVICE. Finance. Fitness. Faith. I use options to get paid while building positions in high-conviction growth stocks. Free LEAPS Cheat Sheet ↓
Kyle Reidhead | Milk ... @KyleReidhead
22K Followers 2K Following - Analyst & CEO at @milkroaddaily @milkroadai - Helping everyday investors catch technological trends early - Check out my real-time portfolio below
Lip-Bu Tan @LipBuTan1
40K Followers 38 Following CEO of Intel Corporation, Chairman of Walden International, Founding Managing Partner of Walden Catalyst Ventures
Garry Tan @garrytan
1.1M Followers 6K Following President & CEO @ycombinator —Founder @garryslist—Creator of GStack & GBrain—designer/engineer who helps founders—SF Dem accelerating the boom loop
Paradis @ParadisLabs
80K Followers 157 Following AI & tech investment research. No financial advice.
美股大数据 @StockWe_Com
10K Followers 8 Following 前纽约证券交易所分析师Ken，每日分享美股交易机会与深度研究报告，第一手AI+芯片产业链+科技资讯，投行研报，旗下AI量化分析工具 美股大数据 https://t.co/tnYa7gqCdj 是一家2008年成立于美国硅谷的金融科技公司，专注于监控机构主力资金流向、期权异动大单，多空情绪、潜力股买卖点位推送微信MaxTrades
Metamental | 方外�... @yijiangren
28K Followers 3K Following 01年 / UI/UX Designer / Trader / INTJ 8年交易经验，19年进Web3，24年A7，25年1011保住全部本金 投资 ✖️ Web3 ✖️ AI 不会做设计的内容创作者不是一名好的交易员 三建理论创始人 建模 健身 建仓 TG：@yijiangren
Brandon Walker on Inv... @vip92226041
72K Followers 33 Following Market analyst | Focused on equities. Sharing insights on strategy, trends & risk.
Tigris | 会讲课教... @tig88411109
77K Followers 299 Following Fund Partner | Professor | CFA 30 yrs in buy-side investing 宏观、AI、半导体、周期与估值｜长文研究 Facts cheap. Interpretation expensive.
孙宇晨（去过太... @sunyuchentron
659K Followers 285 Following 👨💻 企业家 | 🤵♂️ 外交官 | 👨🚀 宇航员 #712 | 🍌 艺术收藏家 | 创始人 @trondaoCN | 顾问 https://t.co/UaNI0eB7Vc https://t.co/KLklaEG0qB https://t.co/Hkyam1WH8d | 英文@justinsuntron
Value Investing Edge @StonkValue
31K Followers 83 Following Join - https://t.co/u7biod3idT | Not a Financial Advice Premium Access: https://t.co/COFEXnGGWc
Marvell Technology @MarvellTech
18K Followers 491 Following Essential technology, done right™ Data Center & Cloud | Carrier | EnterpriseYou might like
Elon Musk
@elonmusk
241.5M Followers
Barack Obama
@BarackObama
118.9M Followers
Cristiano Ronaldo
@Cristiano
114.6M Followers
Donald J. Trump
@realDonaldTrump
111.8M Followers
Rihanna
@rihanna
98.7M Followers
NASA
@NASA
92.3M Followers
Justin Bieber
@justinbieber
91.8M Followers
Taylor Swift
@taylorswift13
84.0M Followers
Lady Gaga
@ladygaga
75.5M Followers
Virat Kohli
@imVkohli
73.5M Followers
Kim Kardashian
@KimKardashian
70.9M Followers
YouTube
@YouTube
68.8M Followers
Neymar Jr
@neymarjr
66.6M Followers
Bill Gates
@BillGates
65.3M Followers
Selena Gomez
@selenagomez
63.1M Followers
CNN
@CNN
61.8M Followers
X
@X
60.7M Followers
CNN Breaking News
@cnnbrk
60.1M Followers
PMO India
@PMOIndia
58.4M Followers
LeBron James
@KingJames
55.4M Followers