Who is Dillon Valdez?

Dillon Valdez (@dillon_valdez) is a FinTwit voice tracked on Surfaced in the Semis category with 28.9k followers on X. Surfaced archives their cashtag mentions and plots each one on a price chart so the calls age publicly.

What stocks does @dillon_valdez mention most?

Over the past 12 months, @dillon_valdez's most-mentioned tickers are $TSLA, $NVDA, $PLTR, $LUNR, $NET — $TSLA leads with 19 mentions.

When did @dillon_valdez first mention $TSLA?

@dillon_valdez's first tracked mention of $TSLA was on Dec 17, 2025.

How active is @dillon_valdez?

In the past 12 months, @dillon_valdez posted 148 times carrying cashtag mentions, totalling 281 mentions across 99 distinct tickers.

Dillon Valdez (@dillon_valdez) on Surfaced

About this voice

@dillon_valdez posted 148 times over the past 12 months, generating 281 cashtag mentions across 99 distinct tickers. The voice's most-discussed holdings were $TSLA with 19 mentions, followed by $NVDA and $PLTR each with 18 mentions, $LUNR with 13 mentions, and $NET with 12 mentions. Activity remained consistent through mid-July 2026, with recent posts focusing on semiconductor and technology sector dynamics.

AI-generated from tracked posts · updated Jul 16, 2026

@dillon_valdezMay 28, 2026 · 8:23 PM

The physical AI trade is going to tempt people into ranking robot demo videos. Wrong first filter. Start with the deployment stack: Actuators / motion control: $PH $RRX $TKR $AME $ST $ITT Sensors / vision: $CGNX $ZBRA $TDY $OUST $ON $ADI $AMBA Edge compute: $NVDA $QCOM $ARM $AMD $NXPI Simulation: $NVDA $SNPS $PTC $ADSK Factory automation / yield: $TER $ROK $EMR $HON $SYM Demos get attention. The supply chain decides who can actually deploy.

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@dillon_valdezMar 3, 2026 · 4:01 PM

I have a serious issue with $AMD giving away 20% of its company in the name of sales & data center deals. $NVDA is buying equity, $AMD is selling it This shows how large the gap truly is

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@dillon_valdezFeb 24, 2026 · 2:04 PM

Why does $AMD need to sell a piece of their company to $META?

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@dillon_valdezFeb 5, 2026 · 12:40 AM

$AMD being down -17% is one of the most unexplainable phenomenon’s I’ve seen in financial markets. The quarter was great, guidance was great.

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Dillon Valdez

Dillon Valdez

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