

@dillon_valdez posted 55 times over the past 12 months, mentioning 93 cashtags across 70 distinct tickers. The semis-focused voice concentrated primarily on $NVDA with 6 mentions, followed by $LUNR and $RKLB at 4 mentions each, and $NET and $NOW at 3 mentions each. Recent activity demonstrates interest in infrastructure-adjacent holdings, particularly companies addressing data movement and interconnect bottlenecks in AI clusters rather than compute-focused plays.
Dillon Valdez (@dillon_valdez) is a FinTwit voice tracked on Surfaced in the Semis category with 28.7k followers on X. Surfaced archives their cashtag mentions and plots each one on a price chart so the calls age publicly.
Over the past 12 months, @dillon_valdez's most-mentioned tickers are $NVDA, $LUNR, $RKLB, $NET, $NOW — $NVDA leads with 6 mentions.
@dillon_valdez's first tracked mention of $NVDA was on May 15, 2026.
In the past 12 months, @dillon_valdez posted 55 times carrying cashtag mentions, totalling 93 mentions across 70 distinct tickers.
