Best accounts to follow on X, off the top of my head, so don’t hate me if I miss you:
@zephyr_z9 and
@jukan05 for semiconductor commentary
@insane_analyst for more technical semiconductor analysis
@SemiAnalysis_ if you want institutional-grade analysis with a retail-retard flavor
@mvcinvesting for quality fundamental investing
@pequityresearch for loads of information and analysis
@pennycheck for some of the most creative tech investment ideas
@HotAisle for neocloud commentary from within the industry
@usppdd if you invest in $OUST
@matthew_sigel if you invest in data center stocks
@Agrippa_Inv and
@FransBakker9812 if you invest in $IREN
@damnang2 for high-level semiconductor analysis
@paurooteri for keeping up with semiconductor news
There are many more great accounts
If you’re an investor, all I’m telling you is that you need to be on X