The Crowd Tape
What the street is doing, not what I think
What top X accounts are doing, not what I think
| Accounts | Bull | Neu | Bear | None |
|---|---|---|---|---|
 @amitisinvestingViews › | 0 | 1 | 0 | 1 |
 @Jake__WujastykViews › | 0 | 1 | 0 | 0 |
 @Beth_KindigViews › | 1 | 0 | 0 | 1 |
 @KobeissiLetterViews › | 0 | 1 | 0 | 0 |
 @jimcramerViews › | 1 | 1 | 0 | 0 |
 @charliebilelloViews › | 0 | 1 | 0 | 0 |
 @KawzInvestsViews › | 0 | 2 | 0 | 0 |
 @michaelsikandViews › | 1 | 0 | 0 | 0 |
 @aleabitoredditViews › | 1 | 1 | 0 | 0 |
 @firstadopterViews › | 1 | 0 | 0 | 1 |
 @ripster47Views › | 1 | 0 | 0 | 2 |
@Beth_Kindig: Citi projects the agentic CPU TAM to rise 14X over the next four years, from $11.6 billion in 2026 to $157.4 billion by 2030, accounting for more than half of the total CPU TAM. $NVDA $AMD $ARM $INTC@ripster47: @ripster47 highlights long setups traders in the community are banking on in $SPY $QQQ $SOXL, citing repeatable concepts and clouds. He notes $MU $CRDO $NBIS $INTC $AMD showing many curls with the market and urges watching when the market is moving rather than trading blind.@firstadopter: (Reposted by @firstadopter) @illyquid cites The Standard in Hong Kong: Intel and Broadcom chiefs say chip demand is still strong and OpenAI is not overvalued.Partly aligned. No clearly opposing views so far.
@Beth_KindigViews ›@KawzInvestsViews ›@ripster47Views ›@ripster47 highlights long setups traders in the community are banking on in $SPY $QQQ $SOXL, citing repeatable concepts and clouds. He notes $MU $CRDO $NBIS $INTC $AMD showing many curls with the market and urges watching when the market is moving rather than trading blind.@jimcramerViews ›@firstadopterViews ›@firstadopter) @illyquid cites The Standard in Hong Kong: Intel and Broadcom chiefs say chip demand is still strong and OpenAI is not overvalued.@aleabitoredditViews ›@aleabitoreddit reviews DBS conference material: $AVGO and $INTC stated AI breakthroughs will keep chip investment demand elevated for at least another 2 years as supply is insufficient. $AVGO CEO Hock Tan expects shortage to worsen, defends OpenAI valuations and $50B ARR as not that bad, says sellers on short-term data are like casino gamblers, and notes frontier labs' adoption would strengthen capital raising against rising rates. Media cherry-picked quotes; overall nuanced bullish on AI semi demand.@michaelsikandViews ›@michaelsikand says $INTC is coming for the GPU market: its new D-Series chips are built for AI inference, and $DELL, $HPE, $SMCI and ASUS are lined up to sell them.@charliebilelloViews ›@KobeissiLetterViews ›@Jake__WujastykViews ›@jimcramer: Intel turning (Neutral)@Jake__Wujastyk: $INTC Back down to the S/R flip zone. (Neutral)Citi projects the agentic CPU TAM to rise 14X over the next four years, from $11.6 billion in 2026 to $157.4 billion by 2030, accounting for more than half of the total CPU TAM. $NVDA $AMD $ARM $INTC
Citi projects the agentic CPU TAM to rise 14X over the next four years, scaling from $11.6 billion in 2026 to $157.4 billion by 2030, accounting for more than half of the total CPU TAM. $NVDA $AMD $ARM $INTC
Reasoning: Fundamentals · Long term Specific
$LITE showing ecosystem forming around near-package optics. Open CPX founders include Ciena $CIEN, Coherent $COHR and Marvell $MRVL, alongside others. Publicly traded contributors: Credo $CRDO, Intel $INTC, MaxLinear $MXL, Applied Optoelectronics $AAOI, Astera Labs $ALAB, Amphenol $APH, Keysight $KEYS, TE Connectivity $TEL, VIAVI $VIAV, Lumentum $LITE.
$LITE showing the ecosystem forming around near-package optics. Open CPX founders include Ciena $CIEN, Coherent $COHR and Marvell $MRVL, alongside Molex, Samtec and TeraHop. Publicly traded contributors shown here include Credo $CRDO Intel $INTC MaxLinear $MXL Applied Optoelectronics $AAOI Astera Labs $ALAB Amphenol $APH Keysight $KEYS TE Connectivity $TEL VIAVI $VIAV Lumentum $LITE NPO reuses the existing pluggable supply chain, making it much easier to scale.
Reasoning: Fundamentals
@ripster47 highlights long setups traders in the community are banking on in $SPY $QQQ $SOXL, citing repeatable concepts and clouds. He notes $MU $CRDO $NBIS $INTC $AMD showing many curls with the market and urges watching when the market is moving rather than trading blind.
$SPY $QQQ $SOXL These are the long setups traders banking in community right now Power of Repeatable concepts & Clouds $MU $CRDO $NBIS $INTC $AMD many curls with the market Dn't trade blind, watch when market is moving and use clouds
Reasoning: Technicals · Short term
Intel turning
Intel turning
Reasoning: Not tagged by analyst
(Reposted by @firstadopter) @illyquid cites The Standard in Hong Kong: Intel and Broadcom chiefs say chip demand is still strong and OpenAI is not overvalued.
@aleabitoreddit This is how the Standard in Hong Kong understood the same comments. So it seems other journalists understood the context of the comments.
https://www.thestandard.com.hk/finance/article/345245/Intel-and-Broadcom-chiefs-Chip-demand-still-strong-OpenAI-is-not-overvalued
Reasoning: Fundamentals · Medium term
@aleabitoreddit reviews DBS conference material: $AVGO and $INTC stated AI breakthroughs will keep chip investment demand elevated for at least another 2 years as supply is insufficient. $AVGO CEO Hock Tan expects shortage to worsen, defends OpenAI valuations and $50B ARR as not that bad, says sellers on short-term data are like casino gamblers, and notes frontier labs' adoption would strengthen capital raising against rising rates. Media cherry-picked quotes; overall nuanced bullish on AI semi demand.
So spent some more time to look at more DBS conference material: - "Two semiconductor giants, $AVGO and $INTC, both stated that breakthroughs in AI will keep demand for chip investment elevated for at least another 2 years. As current supply is insufficient to meet market demand." - "Current chip production capacity is already far from sufficient to meet demand, and $AVGO CEO expects the shortage to become even more severe in the future." (HKEJ) - "Regarding OpenAI, Hock Tan stated that the market had misinterpreted the company because its underlying fundamentals remained strong. He argued that investors who sell based on a single short-term data point [$50B ARR] are "essentially no different from people gambling in a casino." (eg. Hong Kong Economic Journal): - Commenting on investors' disappointment in OpenAI’s latest revenue forecast: "by itself, not that bad" on their $50B ARR. (Business Times) And connected investors' disappointment to a failure to understand the business and excessive expectations like a casino. - Tan rejected the proposition that OpenAI was overvalued. It quotes him saying: "It’s almost like they are in a casino gambling" in regards to investors' unrealistic expectations and lack of understanding on OpenAI. - Hock Tan if OpenAI and Anthropic achieve widespread market adoption: their attractiveness would substantially strengthen their bargaining power when raising capital. But cautioned elevated global interest rates could make capital req
Reasoning: Fundamentals · Medium term Specific
@ripster47 shares a live trade recap covering earnings setups, dip buys at the open, and MTF Cloud Strategies. Lists $NBIS $AMD $INTC $SKHY $MU $CBRS $CRDO $ORCL $JNJ $GS $C $JPM $UNH $DPZ $QCOM $META as winners and losers with no hindsight.
💡Learn some Life Changing Trading Concepts : Live Trade Recap Earnings setups. Dip buys at the open. MTF Cloud Strategies $NBIS $AMD $INTC $SKHY $MU $CBRS $CRDO $ORCL $JNJ $GS $C $JPM $UNH $DPZ $QCOM $META Winners and losers. No hindsight.
Reasoning: Technicals
@firstadopter shares a photo of an Intel Diamond Rapids motherboard on the show floor.
Intel Diamond Rapids motherboard! h/t @ChipsandCheese9 for letting me know it was on the floor
Reasoning: Not tagged by analyst
(Reposted by @ripster47) 
@TENETTRADEGROUP posts its Market Wake-Up Summary for Oct 13, listing the names it is watching: $SPX $SNDX $NVTS $NVDA $AMAT $GOOGL $PL $CRDO $INTC $TSM $S $OKLO $META $QBTS $NFLX $CIFR $FRMI $AMD $BNTX $DPZ $ACI $UNH $JPM $GS $C $GLXY $GEMI $HUN $SOFI $OLN $LYB $ADBE $ASTS $EFXT $SPIR $FUN and bitcoin. The post itself gives no view on any of them.
Tenet Market Wake-Up Summary 📷📷 October.13.26
$SPX $SNDX $NVTS $NVDA $AMAT $GOOGL $PL $CRDO $INTC $TSM $S $OKLO $META $QBTS $NFLX $CIFR $FRMI $AMD $BNTX $DPZ $ACI $UNH $JPM $GS $C $GLXY $GEMI $HUN $SOFI $OLN $LYB $ADBE $ASTS $EFXT $SPIR $FUN bitcoin:native
@ripster47 | 
@tenet_research | 
@TenetCharts
Reasoning: Not tagged by analyst
A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY. Here's a full recap: 1. OpenAI told investors its annualized revenue was approaching $50B at the end of September, according to the Financial Times, below the roughly $70B figure that had been widely reported last month. The discrepancy reportedly reflects differences in accounting methods, with Anthropic including revenue generated through cloud partners such as AWS and Google Cloud, while OpenAI does not. Investors had attempted to adjust OpenAI’s figures to make them comparable with Anthropic’s, contributing to the higher estimate. The report weighed on AI infrastructure sentiment, with several semiconductor stocks falling roughly 5–7% as investors reassessed near-term AI spending expectations. OpenAI declined to comment. 2. The September FOMC meeting minutes showed that most Federal Reserve officials expect another interest rate hike by year-end, reinforcing the central bank’s higher-for-longer stance. All 19 Fed officials supported the September rate hike, reflecting unanimous concern that inflation remains above target. The minutes also said almost all policymakers believe inflation risks remain tilted to the upside, with several officials warning that the accelerating AI investment boom could increase demand faster than supply, adding to inflationary pressures. 3. Elon Musk said today that he sees an extraordinary long-term future for $SPCX SpaceX, writing: “This will sound super crazy, but I see a path to SpaceX
Reasoning: Not tagged by analyst Specific
Nvidia $NVDA says that for a 100MW data center, its Vera CPU offers more than 2X higher throughput and memory bandwidth versus x86 CPU competitors. $INTC $AMD
Reasoning: Not tagged by analyst Specific
Fund flows or trade records mentioned in posts reflect only the account’s own claims, are marked “Per the post” and are unverified.