인포마켓 강용운 @yongwoonkang
Semiconductors, AI, and real tech — clear analysis from a former capital markets reporter and derivatives trader, delivered through my YouTube channel. youtube.com/channel/UCprlu… Joined August 2025-
Tweets378
-
Followers19
-
Following69
-
Likes64
인포마켓 강용운 retweeted
Intel CFO David Zinsner @ Citi's 2025 Global TMT Conference (today) - No external customers, no 14A. - 14A more expensive due to High-NA. - Intel will always use TSMC for some tiles *FOREVER*. - TSMC is a great partner. - Intel Foundry vs TSMC allocation would be roughly 70% -…
11
13
155
14K
60
인포마켓 강용운 retweeted
How can the U.S. maintain a competitive edge on AI? It hinges on skilled talent, which means sustaining strong U.S. universities, said computer scientist @chrmanning. Read more insights from @StanfordHAI’s Congressional Boot Camp this year: hai.stanford.edu/news/ai-reshap…
인포마켓 강용운 retweeted
Ink Wash Landmarks by Nano Banana on @BasedLabsAI 🎨 Prompt in ALT👇🏻
인포마켓 강용운 retweeted
Director at a cloud consulting firm shares some really valuable insights into what is going on right now in the cloud industry regarding AI workloads and GPU capacity: 1. The real bottleneck in power and cooling is not the physical lack of space but the POWER DENSITY. The AI and…
인포마켓 강용운 retweeted
Key data point for AI here. No slowdown. $NVDA and $AAPL partner Hon Hai (2317.TW) reported Q2 net profit of NT$44.4 billion (US$1.48 billion), up 27% YoY and above market expectations (38.8B NTD). Notably, its AI server business grew nearly 60% YoY in Q2 and…
인포마켓 강용운 retweeted
1) Hon Hai's (Foxconn) August revenue reached NT$606.5 billion, a 1.2% decline from July but up 10.6%. (If measured in U.S. dollars, revenue was flat compared with July but up about 22.2% YoY ). $NVDA This sets a new record high for the same month historically. For the first…
1) Hon Hai's (Foxconn) August revenue reached NT$606.5 billion, a 1.2% decline from July but up 10.6%. (If measured in U.S. dollars, revenue was flat compared with July but up about 22.2% YoY ). $NVDA This sets a new record high for the same month historically. For the first… https://t.co/NlAOKch0YH
인포마켓 강용운 retweeted
I’m getting a ton of messages asking why $AVGO is rising and $NVDA isn’t. In two images, you have XPU with growth rising for the next three years while GPUs growth percentage is declining, despite being a much larger total market. We see upside for Nvidia as it continues to…
인포마켓 강용운 retweeted
Prompt share: Product Photography. 💬Prompt: Studio shot of a [PRODUCT], elegantly positioned on a [background], soft ambient shadows, smooth gradient backdrop, high-key lighting, shallow depth of field, ultra-sharp focus on the subject, subtle reflections, minimal aesthetic,…
인포마켓 강용운 retweeted
Tesla has released their Proxy Statement for this year’s Annual Shareholder Meeting. The front page contains this new photo of Optimus, which now looks more streamlined and human-like than before. There are no visible actuators in the forearm, also the hands are now black.
인포마켓 강용운 retweeted
Proxy: sec.gov/Archives/edgar…
STARSHIP TROOPERS and Palmer Luckey youtu.be/-WNLYHYawoM #ANDURIL #PalmerLuckey
팔머럭키(Palmer Luckey) - 억만장자가 하와이안 셔츠만 입는 이유 youtube.com/shorts/H142oaH… #palmerluckey #anduril #hawaiianshirts #인포마켓 #강용운대표 #팔머럭키
Online @Onlinee_
54 Followers 2K Following Official Account To Privately Communicate With Elon Musk 👑
numanniy(💙,🧡)�... @ThisAnne
2K Followers 2K Following #BTC #TSLA Investor，How can life be without ups and downs? If you encounter them, face them bravely. How can life be smooth sailing?
Jolee @utvadhqsmx
178 Followers 236 Following The only thing necessary for the triumph of evil is for good men to do nothing. 😡
Souria/ صُورية @Souria38
0 Followers 8 Following ليسانس اتصال ماستر اتصال جماهيري مصممة جرافيك Free Palestine 🇵🇸 🇩🇿🇵🇸❤️🕋💯
Space Cow Boy @CowSpace956
1K Followers 2K Following CEO-SpaceX 🚀 Tesla 🚘 Twitter Founder-The Boring Company
Lonely Star @AmberAura90
189 Followers 407 Following Learning to listen to my intuition, I trust my inner voice. What is your gut telling you today?
미선 @SoftWhispers60
80 Followers 257 Following
Adora @ilovetosuffr
233 Followers 251 Following 🌍 Travel enthusiast | 🧘♀️ Yoga practitioner | ⛳️ Golf enthusiast | 📚 Book explorer | Sharing my love and discovery of life!
eric park @yacc_eric
121 Followers 391 Following
REEVE MUSK @reevemuskZSM
41 Followers 1K Following Building a sustainable future through innovation and exploration. CEO of Tesla and SpaceX.
hedgedworld @hedgedworld
1K Followers 968 Following SemiConduct/AI/TechStock&Review, Financial Instrument, QuantTrade&Invest, CryptoCurrency, HFT and ETC. CFA holder. Opinions are my own.
Buiqa @Buiqa4764
36 Followers 517 Following
yongseob gil @YongseobG
9 Followers 33 Following
Tlaciev @Tlaciev32386
32 Followers 349 Following
Idawkar @Idawkar36867
30 Followers 437 Following
The Information @theinformation
120K Followers 704 Following The most authoritative publication covering tech that high-powered tech execs and founders read daily. TITV M-F at 1 ET: https://t.co/M0NywExhuj
Dylan Patel @dylan522p
94K Followers 941 Following SemiAnalysis Boutique AI & Semiconductor Research and Consulting DMs are open for consulting, quotes, or to talk shop
Wojciech Zaremba @woj_zaremba
119K Followers 204 Following Co-Founder of OpenAI https://t.co/OCQ3mpf0IN
Andrej Karpathy @karpathy
1.4M Followers 1K Following Building @EurekaLabsAI. Previously Director of AI @ Tesla, founding team @ OpenAI, CS231n/PhD @ Stanford. I like to train large deep neural nets.
Asimov Press @AsimovPress
8K Followers 123 Following Asimov Press is a publisher focused on the science and technologies that promote flourishing. Part of @AsimovBio. Supported by @AsteraInstitute and @Stripe.
Reuters Business @ReutersBiz
2.9M Followers 239 Following The latest business and financial news from around the 🌍 with insights from @breakingviews. Our new daily podcast is here: https://t.co/WoRUGLyyeH
ΛRMIN | AI @Arminn_Ai
1K Followers 101 Following Prompt & sref sharing | AI enthusiast | AI Explorer
NVIDIA Newsroom @nvidianewsroom
22K Followers 35 Following The official newsroom for NVIDIA. Innovation delivered daily.
Mark Gurman @markgurman
426K Followers 2K Following Breaking News on Apple & Tech. Bloomberg Managing Editor. @UMSI Board Member. Send secure tips on Signal: markgurman.01 or email [email protected].
Umesh @umesh_ai
36K Followers 1K Following Creator, Prompter, Developer | Built https://t.co/UbiUnFZVjS
Google Gemini App @GeminiApp
197K Followers 38 Following The Gemini app turns research into reality, bringing frontier AI experiences like Veo 3, Deep Think, and more to hundreds of millions of people.
Ray Wang @rwang07
17K Followers 2K Following Research Director, Semiconductors, Supply Chain, and Emerging Tech @TheFuturumGroup Focus on Semiconductors and AI, sometime macro. *DM open.
NVIDIA AI @NVIDIAAI
237K Followers 793 Following The latest breakthroughs and the future of AI for business leaders.
NVIDIA @nvidia
2.4M 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
Y Combinator @ycombinator
1.5M Followers 344 Following We help founders make something people want. Subscribe to our newsletter: https://t.co/sjqjxxBeLc
TechCrunch @TechCrunch
10.3M Followers 463 Following Technology news and analysis with a focus on founders and startup teams. Got a tip? https://t.co/J0WxnZxSRY
Paul Graham @paulg
2.1M Followers 775 Following
Marc Andreessen 🇺�... @pmarca
1.9M Followers 27K Following Yes, I can see some risk that your threat to jail Internet company executives for not censorsing aggressively enough could backfire.
a16z @a16z
874K Followers 52 Following we invest in software eating the world https://t.co/A9eTFq6plZ https://t.co/MXGUBJoesw Watch "The Ben & Marc Show": https://t.co/eRuDhx7kpe
TBPN @tbpn
102K Followers 921 Following Technology's daily show. Hosted by @johncoogan and @jordihays. Streaming live 11AM-2PM PT every weekday and available on Apple, Spotify, and YouTube.
Bill R @Boca_Bill_R
11K Followers 127 Following VP Starship Engineering @SpaceX | Formula SAE Design Event Chief Judge
郭明錤 (Ming-Chi K... @mingchikuo
206K Followers 321 Following 天風國際證券分析師，分享科技產業趨勢觀察與預測｜TF International Securities analyst. Sharing observations and predictions of tech industry trends.
Sawyer Merritt @SawyerMerritt
955K Followers 401 Following EV/space/tech news. Bringing you the latest news in a single, easy-to-read feed. $TSLA investor & Model Y owner.
NVIDIA Robotics @NVIDIARobotics
117K Followers 376 Following NVIDIA Robotics inspires visionaries and developers to create the next generation of AI-driven robots and explore the world of physical AI.
Sebastien Bubeck @SebastienBubeck
56K Followers 1K Following I work on AI at OpenAI. Former VP AI and Distinguished Scientist at Microsoft.
Kim Seobang Investing @kimsbinvesting
8K Followers 2K Following Just a Dad Writing My Investing Journey💪 미국사는 직장인 초보 아빠의 미국 주식으로 은퇴까지🔥 $TSLA $RKLB $OSCR $SOFI $RDDT $ASTS 🚀
Antonio Linares @alc2022
97K Followers 239 Following Early and long term $AMD, $TSLA, $PLTR, $SPOT, $HIMS, $DUOL investor. This is not financial advice and is my ONLY account. Please do your own research.
Ram Ahluwalia CFA, Lu... @ramahluwalia
47K Followers 11K Following Non-Consensus Investing. Founder of @lumidawealth. ex-Wall St. Macro, markets, and philosophy. e/acc. NYC & Exeter alum
Nancy Pelosi Stock Tr... @PelosiTracker_
1.2M Followers 518 Following Highlighting Politicians' trades so we can invest alongside Goal: get them banned from trading. $800,000,000 invested on @joinautopilot_ so far
AlphaSense @AlphaSenseInc
26K Followers 492 Following Powering the world’s biggest decisions. 6K+ companies trust our AI search and market intelligence platform to deliver timely insights. (Not investment advice)
Luke Hallard @7LukeHallard
18K Followers 233 Following Professional investor and podcast host, spotlighting companies shaping a better future through technology and innovation. 22% CAGR over 22 years.
Joshua Achiam @jachiam0
22K Followers 1K Following Freedom, flourishing, and abundance. Head of Mission Alignment at @openai. Main author of https://t.co/cKuSh21yaz
Berkeley AI Research @berkeley_ai
225K Followers 367 Following We're graduate students, postdocs, faculty and scientists at the cutting edge of artificial intelligence research.
Demis Hassabis @demishassabis
488K Followers 146 Following Nobel Laureate. Co-Founder & CEO @GoogleDeepMind - working on AGI. Solving disease @IsomorphicLabs. Trying to understand the fundamental nature of reality.
OpenAI @OpenAI
4.3M Followers 3 Following OpenAI’s mission is to ensure that artificial general intelligence benefits all of humanity. We’re hiring: https://t.co/dJGr6Lg202
Sravan Kundojjala @SKundojjala
15K Followers 5K Following Semiconductors, Analyst @SemiAnalysis_ No investment advice. Opinions are mine only.
Tesla Owners Silicon ... @teslaownersSV
1.3M Followers 767 Following The most notorious Tesla Club in the world. Creator of @thextakeover and taking the Takeover global. We amplify sustainability and philanthropy.
Farzad @farzyness
348K Followers 2K Following
BBC Breaking News @BBCBreaking
51.8M Followers 3 Following Breaking news alerts and updates from the BBC. For news, features, analysis follow @BBCWorld (international) or @BBCNews (UK). Latest sport news @BBCSport.
Google DeepMind @GoogleDeepMind
1.2M Followers 279 Following We’re a team of scientists, engineers, ethicists and more, committed to solving intelligence, to advance science and benefit humanity.
Mark Kingdon @Markis
4K Followers 5K Following Angel investor @Twitter @OfferUp @TheRealReal @Homelight + 30 more; 1 of 8 a unicorn; Brd Chair @MiamiAngelsVC Fmr CEO SecondLife & Organic, Inc.
Andrew Ng @AndrewYNg
1.3M Followers 1K Following Co-Founder of Coursera; Stanford CS adjunct faculty. Former head of Baidu AI Group/Google Brain. #ai #machinelearning, #deeplearning #MOOCs
Ethan Mollick @emollick
287K Followers 576 Following Professor @Wharton studying AI, innovation & startups. Democratizing education using tech Book: https://t.co/CSmipbJ2jV Substack: https://t.co/UIBhxu4bgq
The Wire China @thewirechina
13K Followers 662 Following Covering China like no one else. Free Newsletter: https://t.co/mihFddSez8 Subscriptions: https://t.co/dICTFNRaey
Anduril Industries @anduriltech
154K Followers 281 Following Anduril is shaping the future of defense, transforming U.S. & allied military capabilities with advanced technology.
Applied Materials @Applied4Tech
15K Followers 2K Following We deliver material innovation that changes the world.
Semiconductor Enginee... @SemiEngineering
15K Followers 4K Following Deep Insights For The Tech Industry #semiconductor #semiEDA #AI #embedded #verification #lowpower #test #DataAnalytics #automotive #chipdesign #ICmanufacturing
Semiconductor Today @Semiconductor_T
9K Followers 606 Following The first choice for professionals who demand timely, focused, top-quality coverage of the compound semiconductor industry... Semiconductor-Today Magazine.Trends for United States
138 B posts
42,2 B posts
42,2 B posts
142 B posts
144 B posts
33,5 B posts
4.439 posts
18,2 B posts
2.395 posts
49,7 B posts
2.015 posts
6.914 posts
3.027 posts
126 B posts
1.132 posts
1.962 posts
32,9 B posts
2.816 posts
11,4 B posts
2.713 posts
You might like
Elon Musk
@elonmusk
225.3M Followers
Barack Obama
@BarackObama
130.6M Followers
Cristiano Ronaldo
@Cristiano
115.7M Followers
Justin Bieber
@justinbieber
108.9M Followers
Donald J. Trump
@realDonaldTrump
108.8M Followers
Rihanna
@rihanna
107.6M Followers
Taylor Swift
@taylorswift13
93.7M Followers
NASA
@NASA
87.8M Followers
Lady Gaga
@ladygaga
81.7M Followers
YouTube
@YouTube
79.0M Followers
Kim Kardashian
@KimKardashian
74.4M Followers
The Ellen Show
@EllenDeGeneres
73.2M Followers
X
@X
68.9M Followers
Virat Kohli
@imVkohli
67.9M Followers
Bill Gates
@BillGates
66.4M Followers
Selena Gomez
@selenagomez
64.9M Followers
Neymar Jr
@neymarjr
63.9M Followers
CNN Breaking News
@cnnbrk
63.9M Followers
CNN
@CNN
63.7M Followers
Justin Timberlake
@jtimberlake
59.2M Followers