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high cagr ✓

@HiCagr · California · joined 30 Jan 2024

semis. never financial advice.

10 075Followers
2 080Following
4 664Posts total
1.2MViews on collected posts

Latest posts

Julian called all of this btw 1.8K views · 6 likes · 0 reposts · 1 replies Open on X →
Hey @alexandr_wang Muse is great. 1.1K views · 11 likes · 1 reposts · 1 replies Open on X →
Lol they think it’s because Pelosi 2.4K views · 35 likes · 1 reposts · 1 replies Open on X →
JUST IN: Intel shares are up 10% today after Nancy Pelosi bought shares and call options $INTC currently trades at $111 24.3K views · 363 likes · 9 reposts · 12 replies Open on X →
Pardon me? https://t.co/2pIFfPL15L
1.1K views · 7 likes · 0 reposts · 2 replies Open on X →
@HiCagr Excellent write-up. 🔥 The line that stuck with me: $AAOI isn’t guiding to demand, it’s rationing it → “$1.1B limited by capacity, not market.” That’s a structural condition, not a momentum chart. The piece most people miss is the laser inside the laser. Silicon can’t las 1K views · 9 likes · 1 reposts · 0 replies Open on X →
@HiCagr Thanks for the DD. My major concern is that management has a history of overpromising and underdelivering. They've also aggressively diluted shareholders (past). Aside from those concerns, I like the company. I'm thinking about taking a fairly sizable position. 3.2K views · 9 likes · 0 reposts · 0 replies Open on X →
@HiCagr The concentration risk is the whole problem with all these projections. It’s hard to say how much spending will continue to be justified when OpenAI S1 shows it running 20% gross margins. Tokenmaxing halts stories are hitting the tape and AI is not replacing labor. T 4.5K views · 4 likes · 0 reposts · 2 replies Open on X →
https://t.co/pkUxTWB1mH 1.1M views · 1.2K likes · 163 reposts · 40 replies Open on X →

Against accounts of the same size

5 posts from the last 90 days, next to the 10K–100K follower range. shown to more people than peers of the same size.

Median views1 790this account924median for 10K–100K
Reach, %17.77%this account3.62%median for 10K–100K
Engagement, %1.26%this account1.52%median for 10K–100K
MetricThis accountMedian for 10K–100KRatio
Median views per post1 7909241.94×
Reach (views ÷ followers)17.77%3.62%4.91×
Engagement rate1.26%1.52%0.83×

Others in this range →   Compare with another account →   How these benchmarks are built →

Growth & engagement

How the posts we collected actually performed: views and reaction rate post by post, what the audience did with them, and where the follower count goes.

Views per post

1.1M2 Jun
4.5K
3.2K3 Jun
1K19 Jun
1.1K17 Sep
24.3K
2.4K
1.1K
1.8K

Last 9 collected posts, oldest on the left. The scale is logarithmic: one post can outrun the rest a hundred times over.

Engagement rate per post

0.13%2 Jun
0.13%
0.29%3 Jun
0.97%19 Jun
0.79%17 Sep
1.59%
1.52%
1.26%
0.39%

Reactions — likes, reposts, replies and quotes — divided by views. Median for 10K–100K accounts is 1.52%.

What the audience does

Likes42.1%1 640 in total
Reposts4.5%175 in total
Replies1.5%59 in total
Quotes1.1%42 in total
Bookmarks50.8%1 980 in total

Share of every reaction we collected for this account. Replies mean argument, reposts mean endorsement, bookmarks mean the post was worth keeping.

The follower curve appears once this account has two daily snapshots — we take one a day, and this one is on its first.

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