Jeff Pu ✓

@sssjeffpu · Hong Kong · joined 03 Apr 2025

Tech Enthusiast. 20 years tech equity research + industry.

38 035Followers

73Following

227Posts total

219KViews on collected posts

Derniers posts

Jeff Pu ✓@sssjeffpu15 Sep

Apple (AAPL) research summary • iPhone 18 Pro/Pro Max pre-order wait times look lukewarm • 3-4 weeks for most 256/512GB Pro Max + Burgundy 1TB (US) • Faster: 1-2 weeks Black/Glacier 1TB, immediate for many Silver 1TB & 2TB + most Pro configs • Limited upgrades + higher 6.6K views · 26 likes · 0 reposts · 0 replies Open on X →

Jeff Pu ✓@sssjeffpu15 Sep

Intel mid-quarter update •Raise TP to $150 on SOTP, citing better-than-expected server CPU (18A) & EMIB yields + foundry client expansion •CPU tailwinds: GPT-6 agentic capabilities expected to boost server CPU demand. •CWF (Clear Wafer Forest): small volume late-2026 → 108.2K views · 171 likes · 24 reposts · 0 replies Open on X →

Jeff Pu ✓@sssjeffpu15 Sep

Agreed. TrendForce is unmatched when it comes to memory research @trendforce 30.8K views · 47 likes · 1 reposts · 0 replies Open on X →

Jeff Pu ✓@sssjeffpu14 Sep

Takeaways from the Sept Wrap-Up report - Cautious Market, Intact AI •July was tough; mild recovery through Aug/1H-Sept still felt challenging. Positioning remains cautious despite robust AI-infrastructure demand. Sentiment is more on worst-case capex & monetization fears. 16.1K views · 64 likes · 6 reposts · 0 replies Open on X →

Jeff Pu ✓@sssjeffpu14 Sep

Memory: Datacenter HBM unlikely to move to 4-Hi 🔑 We share TrendForce’s view that the chance of de-spec to 4-Hi is low, vs worries over 4-Hi which could deliver same bandwidth with fewer dies, cut inference costs & stretch limited DRAM supply • Two key reasons 4-Hi unlikely 57.3K views · 152 likes · 22 reposts · 0 replies Open on X →

Face aux comptes de taille comparable

5 posts des 90 derniers jours, à côté de la tranche de 10K–100K abonnés. diffusé largement, mais peu de ces spectateurs réagissent.

Vues médianes30 832ce compte1 041médiane pour 10K–100K

Portée, %81.06%ce compte3.78%médiane pour 10K–100K

Engagement, %0.30%ce compte1.69%médiane pour 10K–100K

Indicateur	Ce compte	Médiane pour 10K–100K	Rapport
Vues médianes par post	30 832	1 041	29.6×
Portée (vues ÷ abonnés)	81.06%	3.78%	21.4×
Taux d'engagement	0.30%	1.69%	0.18×

Autres comptes de cette tranche → Comparer avec un autre compte → Comment ces repères sont établis →

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

57.3K14 Sep

16.1K

30.8K15 Sep

108.2K

6.6K

Last 5 collected posts, oldest on the left. The scale is logarithmic: one post can outrun the rest a hundred times over.

Engagement rate per post

0.30%14 Sep

0.43%

0.16%15 Sep

0.18%

0.39%

Reactions — likes, reposts, replies and quotes — divided by views. Median for 10K–100K accounts is 1.69%.

What the audience does

Likes66.2%460 in total

Reposts7.6%53 in total

Bookmarks26.2%182 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.

Derniers posts

Face aux comptes de taille comparable

Growth & engagement

Views per post

Engagement rate per post

What the audience does

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