Babyfolio ✓

@babyfolio · joined 02 Feb 2021

SW Engineer managing a $8M+ portfolio to build generational wealth for my 2 babies. Covering AI infrastructure. ↓ My Portfolio & Real-time Trade Alerts ↓

51 652Followers

551Following

19 292Posts total

180.2KViews on collected posts

Against accounts of the same size

10 posts from the last 90 days, next to the 10K–100K follower range. shown widely, but few of those viewers react.

Median views11 092this account942median for 10K–100K

Reach, %21.47%this account3.24%median for 10K–100K

Engagement, %0.51%this account1.99%median for 10K–100K

Metric	This account	Median for 10K–100K	Ratio
Median views per post	11 092	942	11.8×
Reach (views ÷ followers)	21.47%	3.24%	6.63×
Engagement rate	0.51%	1.99%	0.26×

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

32.3K5 Sep

14.7K6 Sep

29.8K

49.3K

7.3K

6.6K

7.5K

7.2K

5.2K

20.2K7 Sep

Last 10 collected posts, oldest on the left. The scale is logarithmic: one post can outrun the rest a hundred times over.

Engagement rate per post

0.90%5 Sep

0.93%6 Sep

1.09%

0.61%

0.41%

0.36%

0.20%

0.30%

0.27%

0.71%7 Sep

Reactions — likes, reposts, replies and quotes — divided by views. Median for 10K–100K accounts is 1.99%.

What the audience does

Likes71.2%1 165 in total

Reposts2.0%33 in total

Replies5.9%96 in total

Quotes0.4%6 in total

Bookmarks20.5%336 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.

Latest posts

Memory is back. Everyone is bullish again. You’re probably wondering what changed. What massive catalyst brought the memory trade back from the dead? Let’s explore everything that happened over the past month. 🧵 👇 20.2K views · 129 likes · 2 reposts · 12 replies 07 Sep 2026 · Open on X →

@babyfolio Love the names on here 5.2K views · 13 likes · 0 reposts · 1 replies 06 Sep 2026 · Open on X →

5/ $005930 - Samsung Electronics Around ₩255,000, roughly 30% below its 52 week high. The market still treats Samsung like a cyclical electronics conglomerate. Earnings are increasingly being driven by AI memory. Last quarter revenue rose 28% sequentially to a record ₩171.5 h 7.2K views · 19 likes · 2 reposts · 1 replies 06 Sep 2026 · Open on X →

4/ $402340 - SK Square This is basically a discounted way to own SK Hynix. SK Square's net asset value is around ₩1.8 million per share, while the stock trades around ₩1.0 million. Its stake in SK Hynix represents almost all of that value. So you are effectively buying one ht 7.5K views · 13 likes · 0 reposts · 2 replies 06 Sep 2026 · Open on X →

3/ $ORCL - Oracle Around $159, roughly half its 2025 peak. The market is focused on the enormous amount of money Oracle has to spend building data centers. Free cash flow was negative $23.7 billion last year, and the company is using both debt and new equity to fund the https: 6.6K views · 22 likes · 0 reposts · 2 replies 06 Sep 2026 · Open on X →

2/ $AVGO - Broadcom Broadcom is well off its June high even though the numbers have become stronger, not weaker. Last quarter revenue grew 86%. AI semiconductor revenue grew 221% to $16.7 billion. Free cash flow was $13.7 billion in a single quarter. But the real story is the 7.3K views · 28 likes · 0 reposts · 2 replies 06 Sep 2026 · Open on X →

Here are 5 names I believe are mispriced right now. Took the idea from @CKCapitalxx. 1/ $CRDO - Credo Technology The stock just got cut 40% in a few trading days, including a 20% drop immediately after earnings. The actual quarter was not bad. Revenue grew 115% year over htt 49.3K views · 263 likes · 12 reposts · 24 replies 06 Sep 2026 · Open on X →

Almost one year ago, on September 8, $NBIS announced its first major deal with $MSFT. At the time, Nebius was barely a year old, and suddenly it had landed a deal worth up to $17B with one of the largest companies in the world. I was already heavily invested in $NBIS, with 29.8K views · 297 likes · 4 reposts · 19 replies 06 Sep 2026 · Open on X →

There's a lot of talk about $NVDA using less HBM in future GPUs. The immediate reaction is: "Maybe AI doesn't need as much memory after all". But $NVDA isn't considering lower memory configs because demand has weakened. It's doing so because HBM supply is constrained. If $NVDA 14.7K views · 125 likes · 2 reposts · 9 replies 06 Sep 2026 · Open on X →

When I said the US must win the AI race, I was called dumb because of data center opposition, rising yields, rates, VIX, Iran, etc. I still think people are underestimating how strategically important advanced AI is. Advanced AI will be one of the most important weapon a 32.3K views · 256 likes · 11 reposts · 24 replies 05 Sep 2026 · Open on X →