This is my first time putting together a list like this. I’d like to share some independent researchers who are active on X and consistently provide me with valuable insights. They have given me a lot of valuable insights, so I highly recommend checking them out! And if there’s anyone I missed, please let me know in the comments! @PhotonCap : One of the best experts in optics, without a doubt. His Substack has a lot of deep and insightful analysis on the optical industry. @vikramskr : A semiconductor researcher with a background at Qualcomm who now also provides research for institutional clients. He’s not only extremely knowledgeable, but also a genuinely great person. I’ve learned a lot from him, both professionally and personally. @Frenchie_ : A France based market analyst who also runs a large community of his own. I feel like I’m always receiving insights and help from him, so I’m simply grateful. @ParadisLabs : An excellent source for timely market news and insights on X. He also shares insightful articles every week, so definitely give him a follow. @jukan05 : Do I even need to explain? His subscription is only $1. Just go subscribe already. @jmartinprin : An optics and semiconductor expert formerly with SemiAnalysis. I’ve learned a tremendous amount of technical knowledge from him and personally really appreciate all the insights he has shared with me. @demian_ai : A market expert currently with Nebius. I’m really excited to see the AI bottleneck product he’s building. @pequityresearch : A professional investor and market analyst. Personally, I think his X subscription is way too cheap for the value he provides. If you want to follow analysis across the broader market, definitely check him out. @benitoz : I was particularly impressed by his recent critique of SemiAnalysis. Looking forward to seeing more from him. @ShortSeller : He gives me a lot of insight into technical chart analysis, which is definitely one of my weaker areas. Always appreciate what I learn from him. @ren_stocks : I don’t know. I just really like Pikachu. 😂 And his posts too, of course. @NuttyCLD : Personally, I think he’s one of the best semiconductor industry professionals at explaining technical topics in a simple and understandable way. Please post a little more on X! @AurelionRsch : They run what I consider one of the best models for an independent research firm. I’ve gained a tremendous amount of insight from their work. @BigBerbowski : He provides thoughtful research across AI infrastructure, semiconductors, and the broader ecosystem. His work has personally helped me a lot, and I’m very grateful for it. If there’s anyone I missed, please let me know in the comments! And once again, thank you to everyone on this list for all the insights and support!