@zephyr_z9 posted 39 times over the past 12 months mentioning 46 cashtags across 24 distinct tickers in the semiconductors category. The most frequently mentioned ticker was $IREN with 12 mentions, followed by $AVGO, $MU, $NVDA, and $SNDK each with 3 mentions. The most recent activity on April 14, 2026 discussed $MRVL's involvement in both TPU and LPU applications, while earlier posts examined supply chain dynamics including PSU lead times from Delta and $AEIS, and infrastructure capacity constraints for indium phosphide producers.