Nasdaq|S&P500|US stock pick Trades——Ryan engagement report
@DavidKWilliams - 705K followers on X
Measured over 87 original posts from a 30-day window, last computed on October 2, 2026.
Engagement
A typical post picks up 2 interactions against 705K followers, an engagement rate of 0%. Measured over 87 original posts, its engagement rate beats 5% of 20,444 tracked accounts of a similar size. That is a reason to look at how the audience behaves - reply depth, saves, whether the followers are recent - rather than a conclusion about it on its own. Posts are seen about 715 times each, and 0.28% of those impressions turn into an interaction. That is about 0.101% of the follower count, which is the gap between an audience on paper and an audience in a timeline. Posting runs at about 2.9 posts a day over the last 30 days, with activity on roughly 53% of days. Most posts go out around 23:00 UTC, and Friday is the busiest day of the week. Of the 87 posts sampled, 100% carry an image or video and 38% link out. The account's strongest tracked post pulled 12 interactions, about 6.0x its own typical post.
Measured over 87 original posts from a 30-day window, last computed on October 2, 2026.
Compared with accounts its own size
Nasdaq|S&P500|US stock pick Trades——Ryan's engagement rate beats 5% of the tracked X accounts closest to it in follower count (20,444 accounts, accounts of similar size (decile 10 of 10)). A percentile is spread evenly by construction, so 50 really is the middle of that group and 90 really is its top tenth.
On engagement per impression rather than per follower it beats 20% of the same group. When those two numbers disagree, the gap is about how far its posts travel rather than how people react to them.
Where this sits in the catalog
At under 0.001%, Nasdaq|S&P500|US stock pick Trades——Ryan sits below the 10th percentile of the 204,583 accounts in this comparison. That places it in the bottom 25% band, which runs below 0.024%.
Show the percentile table
| Percentile | Engagement rate |
|---|---|
| 10th percentile | 0.004% |
| 25th percentile | 0.024% |
| 50th percentile | 0.143% |
| 75th percentile | 0.677% |
| 90th percentile | 2.55% |
| 99th percentile | 82.4% |
This ruler is the whole measured catalog, not a size-matched group: it shows where the raw rate falls across every account we can measure, all of which are large. For a like-for-like comparison, read the size-band percentile above instead. See how the bands are built
Posting timing
This account posts most often around 23:00 UTC, and Friday is its busiest day of the week. The bars below are the catalog-wide pattern, with this account's own busiest slot marked. They do not show how this account performs at each hour: we keep one aggregate per account, not one per hour, so that measurement does not exist in our data.
Show engagement by hour posted, utc as a table
| Hour (UTC) | Vs author median | Posts |
|---|---|---|
| 00:00 UTC | -1% | 89K |
| 01:00 UTC | -2% | 90K |
| 02:00 UTC | -3% | 88K |
| 03:00 UTC | -4% | 94K |
| 04:00 UTC | -5% | 76K |
| 05:00 UTC | -4% | 75K |
| 06:00 UTC | -5% | 86K |
| 07:00 UTC | -5% | 93K |
| 08:00 UTC | -4% | 108K |
| 09:00 UTC | -4% | 124K |
| 10:00 UTC | -3% | 129K |
| 11:00 UTC | -3% | 141K |
| 12:00 UTC | -3% | 154K |
| 13:00 UTC | -3% | 167K |
| 14:00 UTC | -4% | 173K |
| 15:00 UTC | -2% | 176K |
| 16:00 UTC | -3% | 171K |
| 17:00 UTC | -3% | 159K |
| 18:00 UTC | -2% | 149K |
| 19:00 UTC | -2% | 141K |
| 20:00 UTC | -1% | 131K |
| 21:00 UTC | 0% | 116K |
| 22:00 UTC | -2% | 100K |
| 23:00 UTC | -1% | 90K |
Show engagement by day of week as a table
| Day | Vs author median | Posts |
|---|---|---|
| Sunday | +5% | 393K |
| Monday | +1% | 483K |
| Tuesday | -2% | 520K |
| Wednesday | -3% | 472K |
| Thursday | -2% | 430K |
| Friday | -3% | 447K |
| Saturday | +2% | 393K |
Formats this account uses
Its own posting mix on the left, and what each of those formats does across every account we track on the right. Only formats where the effect clears our publish test appear here, so an empty row is a format we could not measure rather than one that does nothing.
| Format | This account | Catalog effect | 95% interval | Accounts behind it |
|---|---|---|---|---|
| Image or video | 100% of posts | +111% | +108% to +115% | 34K |
| Outbound link | 38% of posts | -41% | -42% to -40% | 32K |
| Typical length | - | +15% | +14% to +16% | 32K |
- 100% of this account's sampled posts carry an image or video. Across the catalog, posts with an image or video run 111% above the same accounts' other posts.
- 38% of its posts carry a link off X. Across the catalog, posts with an outbound link run 41% below the same accounts' other posts.
- Its average post runs 2269 characters, which falls in the over 280 characters band. Across the catalog, posts over 280 characters run 15% above the same accounts' other posts.
These are catalog-wide differences applied to this account's own posting mix, not a measurement of how each format performs for this account specifically. We keep one median per account, not one per format per account, so the second thing is not something this data can tell you.
Best tweets
- Aug 21, 20266.0x their median
🚨 NVIDIA explores deeper AI chip cooperation with South Korea’s Rebellions NVIDIA is reportedly in early discussions with Korean AI chip startup Rebellions regarding a potential: → Technical partnership → Strategic investment → Possible acquisition NVIDIA CEO Jensen Huang recently met Rebellions CEO Sunghyun Park to discuss potential cooperation. Why it matters: Rebellions focuses on AI inference chips for data centers, targeting one of the fastest-growing areas of AI computing demand. Key points: → Valuation: around $2.3B → Funding raised: approximately $850M → Investors include SK hynix, Samsung Ventures and Arm → Main products: AI inference NPUs for data centers The potential cooperation highlights NVIDIA’s broader strategy: GPU → AI Infrastructure → AI Ecosystem As AI workloads expand from training into large-scale inference, specialized AI chips could become an increasingly important part of the market. However, discussions remain at an early stage. Any acquisition would likely face regulatory reviews in both the U.S. and South Korea. $NVDA #AI #Semiconductor #Korea
- Sep 26, 20264.5x their median
Samsung’s next milestone is no longer proving that HBM4 works. It is proving that HBM4 can materially change profits. Samsung expects Q3 HBM4 revenue to more than TRIPLE from the previous quarter. And in the second half of 2026: → HBM4 could exceed 60% of Samsung’s total HBM revenue → Nvidia Vera Rubin shipments are ramping → Foundry 4nm utilization and yields are improving → Samsung Foundry could potentially return to quarterly profit That last point matters. Samsung’s foundry business has been loss-making since 2023. But KB Securities now sees a meaningful possibility of a Q3 profit, excluding incentive provisions, as 4nm LPU production expands and yields stabilize. Samsung itself already reported significant foundry earnings improvement in Q2, driven by stronger demand for HBM base dies and U.S. customer orders. This creates a much more interesting setup. Samsung is no longer relying on memory alone. HBM4 generates premium memory revenue. Its base dies feed Samsung’s own foundry lines. Improving 4nm yields support AI-chip production. And stronger utilization improves foundry economics. Meanwhile, SK Hynix is also ramping HBM4 volume for Nvidia’s Vera Rubin platform, trying to carry its HBM3E leadership into the next generation. Stocks I’m watching: Samsung Electronics — 005930.KS SK Hynix — 000660.KS $NVDA The next phase of the Korean AI-memory trade is not about who can announce HBM4. It is about who can turn HBM4 into sustained profit. For Samsung, Q3 may be the first real test.
- Sep 23, 20264.5x their median
📊 September 24 Japan, Korea, U.S. & Hong Kong Daily Market Brief Global markets are again being driven by rates and energy. A stronger-than-expected U.S. September PMI pushed the 10-year Treasury yield to around 5.10%, while oil rebounded, pressuring technology and semiconductor stocks. At the same time, the U.S. and China agreed to extend the existing “Busan agreement” until January 10, providing a potential offset for Asian risk sentiment. 🇯🇵 Japan Japanese cash equities were closed from September 21 through September 23 and reopen today. In the latest session on September 18, the Nikkei 225 closed at 65,018.95, up 1.38%. The BOJ raised its policy rate to 1.25%, but the yen weakened afterward and USD/JPY moved back toward 158. Today’s reopening must absorb several days of global developments at once, making Tokyo Electron, Advantest and SoftBank Group important stocks to watch. 🇰🇷 Korea The Korean market is closed today and tomorrow for the Chuseok holiday and resumes on September 28. Latest close: KOSPI: 7,080.92 / +0.90% KOSDAQ: 844.48 / +1.21% Samsung Electronics: +3.25% SK Hynix: +1.20% Institutions bought KRW 316.9 billion, while foreign investors sold KRW 504.7 billion and retail investors sold roughly KRW 1.44 trillion. With Korea closed, overseas rate, oil and semiconductor moves will accumulate until Monday’s reopening. 🇺🇸 United States S&P 500: 7,706.05 / -0.75% Nasdaq: 26,936.04 / -1.13% Dow: 51,511.59 / -0.68% September U.S. Composite PMI jumped to 58.4 from 56.0, the strongest since July 2021. Input-price pressures also accelerated, sending the 10-year Treasury yield toward 5.10%. Alphabet fell 3.8%, Amazon 2.2%, Nvidia 1.5%, while the Philadelphia Semiconductor Index fell 1.2%. Meta bucked the trend, gaining about 1%. Today’s focus is on jobless claims, new-home sales, the $44 billion 7-year Treasury auction and Fed speakers. 🇭🇰 Hong Kong Hang Seng: 24,834.12 / -1.01% Hang Seng Tech: 4,379.07 / -1.33% HSCEI: 8,273.81 / -1.06% Technology stocks led the decline, with Zhipu AI down 12.4%. However, Southbound investors remained net buyers of HK$3.449 billion, including strong buying in Tencent. The latest extension of the U.S.-China “Busan agreement” until January 10 now becomes an additional catalyst to watch for Alibaba, Tencent, Xiaomi and SMIC. My View: AI and semiconductors remain the dominant medium-term structural theme, but short-term pricing power has shifted back toward interest rates. Today I am watching U.S. Treasury yields, the yen, Southbound flows and semiconductor positioning more closely than the headline indices themselves.
- Sep 22, 20264.0x their median
China’s DRAM challenge just became much harder to ignore. CXMT has officially put its 5th-generation DRAM platform into mass production. The key number isn’t just the node. It’s this: → Dies per wafer: at least +50% vs. its previous platform → New 24Gb LPDDR5X chips: already in mass production → Active-area half-pitch: 11.95nm → Global DRAM revenue share: 10% in Q2, up from just 4% a year earlier That last number matters most. CXMT is no longer a sub-scale Chinese memory player. It is now the world’s No.4 DRAM supplier, while Samsung Electronics (005930.KS), SK Hynix (000660.KS), and Micron still dominate the global market. But I don’t think the immediate battle is HBM. The pressure is more likely to appear first in mainstream DRAM and mobile memory, where higher wafer productivity and expanding Chinese capacity can translate directly into lower costs and more aggressive pricing. Meanwhile, Samsung and SK Hynix are moving further toward HBM4 and premium AI memory. That creates a very clear split: China is scaling conventional DRAM faster. Korea is trying to move further up the value chain. For Samsung Electronics and SK Hynix, the next memory cycle may not be defined only by AI demand. It may also be defined by how quickly CXMT turns technological progress into real supply. China’s DRAM challenge just became much harder to ignore. CXMT has officially put its 5th-generation DRAM platform into mass production. The key number isn’t just the node. It’s this: → Dies per wafer: at least +50% vs. its previous platform → New 24Gb LPDDR5X chips: already in mass production → Active-area half-pitch: 11.95nm → Global DRAM revenue share: 10% in Q2, up from just 4% a year earlier That last number matters most. CXMT is no longer a sub-scale Chinese memory player. It is now the world’s No.4 DRAM supplier, while Samsung Electronics (005930.KS), SK Hynix (000660.KS), and Micron still dominate the global market. But I don’t think the immediate battle is HBM. The pressure is more likely to appear first in mainstream DRAM and mobile memory, where higher wafer productivity and expanding Chinese capacity can translate directly into lower costs and more aggressive pricing. Meanwhile, Samsung and SK Hynix are moving further toward HBM4 and premium AI memory. That creates a very clear split: China is scaling conventional DRAM faster. Korea is trying to move further up the value chain. For Samsung Electronics and SK Hynix, the next memory cycle may not be defined only by AI demand. It may also be defined by how quickly CXMT turns technological progress into real supply.
- Sep 20, 20264.0x their median
📊 September 21 | Korea · U.S. · Hong Kong Morning Market Brief Good morning. Global markets enter the new week with one major tension: AI and semiconductor fundamentals remain strong, but the cost of capital remains high. Korean semiconductors ended Friday with a powerful rebound, Hong Kong AI and chip stocks significantly outperformed, while the U.S. 10-year Treasury yield moved back above 5%. This week, capital flows matter more than headlines. 🇰🇷 SOUTH KOREA Korean equities ended Friday sharply higher: → KOSPI: 6,894.23 | +2.66% → KOSDAQ: 827.12 | +0.60% Semiconductors led the rebound: → Samsung Electronics: +3.37% → SK hynix: +6.42% → SK Square: +7.04% → Samsung Electro-Mechanics: +4.36% → Hanmi Semiconductor: +4.66% But the most important signal came from foreign capital. After a long stretch of selling, foreign investors returned as net buyers on Friday. SK hynix alone received approximately KRW 1.69 trillion in foreign net buying, while Samsung Electro-Mechanics and SK Square also attracted foreign capital. That suggests foreign investors are not simply returning to the entire Korean market. They are selectively returning to the AI semiconductor supply chain. However, the weekly picture remains more cautious. Foreign investors sold approximately KRW 8.76 trillion of KOSPI stocks last week, including heavy selling in Samsung Electronics and SK hynix. So today's key question is: Was Friday the beginning of a foreign-flow reversal — or just short-term buying after a sharp correction? TODAY'S FOCUS: → 005930 Samsung Electronics → 000660 SK hynix → 402340 SK Square → 009150 Samsung Electro-Mechanics → 042700 Hanmi Semiconductor Another important variable is the U.S. 10-year Treasury yield. If yields stabilize around 5% and oil continues to ease, Korean semiconductors could receive further valuation support. But if yields rise again, foreign capital could become more selective. 🇺🇸 UNITED STATES Wall Street ended Friday mixed: → Dow Jones: -0.18% → S&P 500: +0.17% → Nasdaq: +0.39% The Philadelphia Semiconductor Index gained approximately 2.78%. That divergence matters. Even with the U.S. 10-year Treasury yield back above 5%, semiconductor stocks remained relatively strong. WTI crude also fell approximately 1.6% to around $100.30 per barrel, easing some inflation concerns. The market is now balancing two forces: AI DEMAND → GPUs → HBM → SERVER MEMORY → NETWORKING → DATA CENTERS against: 5% TREASURY YIELD → HIGHER COST OF CAPITAL → VALUATION PRESSURE This week also brings another major macro catalyst: The U.S.-China summit is scheduled for September 24, with trade, AI and semiconductor restrictions among the key issues expected to be discussed. Key stocks: → NVDA Nvidia → MU Micron → AVGO Broadcom → INTC Intel → AMD → CRWV CoreWeave → NBIS Nebius TODAY'S FOCUS: The most important number remains the U.S. 10-year Treasury yield. If semiconductors continue rising while the 10-year stays near 5%, that would signal that investors are willing to pay for companies with strong AI order visibility despite higher rates. If yields move materially higher, valuation pressure could return quickly. 🇭🇰 HONG KONG Hong Kong ended Friday with technology clearly outperforming: → Hang Seng Index: 24,750.78 | +0.60% → Hang Seng Tech: 4,405.50 | +2.20% AI and semiconductor names led the move. MiniMax was one of the strongest performers: → MiniMax: +18%+ Semiconductor and AI-chip names also strengthened sharply. Southbound capital remained selective. Major net buying included: → Zhipu AI: ~HK$854M → Yangtze Optical Fibre: ~HK$564M → SMIC: ~HK$528M Alibaba, by contrast, recorded approximately HK$1.12B of Southbound net selling. This is the structure I'm watching: **PLATFORM INTERNET ↓ SELECTIVE CAPITAL FLOWS ↓ AI MODELS AI CHIPS OPTICAL CONNECTIVITY SEMICONDUCTORS** The Hong Kong AI trade is becoming increasingly selective. Capital is looking for companies that can demonstrate: ORDERS → COMMERCIALIZATION → REVENUE → CASH FLOW TODAY'S FOCUS: → https://t.co/gX6reYDt6w Zhipu AI → https://t.co/9AXFnJnDao MiniMax → https://t.co/MfCnnh6VIz SMIC → https://t.co/nwyGmg7ng2 Hua Hong Semiconductor → https://t.co/DTmEz3GSe4 Yangtze Optical Fibre → https://t.co/yXmwiY726A Alibaba → https://t.co/SBo5rx8cea Tencent The key question today is whether Friday's 2.2% Hang Seng Tech rebound can attract another round of Southbound buying. 🔎 MY VIEW The market is entering a more selective phase. The three signals I'm watching today are: FOREIGN CAPITAL IN KOREA → SOUTHBOUND CAPITAL IN HONG KONG → U.S. 10Y TREASURY YIELD Korea needs confirmation that foreign buying in semiconductors can continue. Hong Kong needs confirmation that capital will keep moving into AI models, chips and optical infrastructure. The U.S. needs semiconductor fundamentals to remain strong enough to offset a 5% Treasury yield. So the next phase of the AI trade may not be about whether AI demand is strong. That part is already clear. The real question is: Which companies can turn that demand into orders, revenue and cash flow fastest?
- Aug 26, 20264.0x their median
🚨 BREAKING: China Steps Up Short-Term Liquidity Support China’s central bank will conduct overnight reverse repo operations from Aug. 27 through Sept. 1, with daily operations capped at: RMB 600 billion (~$89 billion) This is another major expansion in the use of the overnight liquidity tool introduced in June. At the maximum daily size, the PBOC could conduct up to RMB 2.4 trillion of gross operations across four trading days. But the key distinction: This is short-term liquidity management, not a permanent RMB 2.4 trillion stimulus injection. Why now? → Month-end banking liquidity demand is rising → The PBOC wants to limit volatility in overnight funding rates → Government bond issuance and policy lending are increasing liquidity needs → China is making overnight repos a more regular part of its monetary-policy toolkit The signal is still important: Beijing does not want liquidity conditions to become a constraint on the financial system or economic activity. For markets, easier short-term funding conditions could be supportive for: → Chinese equities → Hong Kong stocks → Credit and property-sensitive assets But this should be viewed as a liquidity backstop, not yet as a broad new round of monetary easing. #China #PBOC #Liquidity #HongKong #Stocks #Macro
- Sep 25, 20263.5x their median
📊 September 26 Japan, Korea, U.S. & Hong Kong Morning Brief Global markets ended the week with AI once again supporting equities, but bond yields remain the key source of pressure. 🇯🇵 Japan Nikkei 225: 66,364.20 / +1.30% TOPIX: 4,128.59 / +1.31% The Nikkei posted its fifth consecutive gain, led by AI and semiconductor names. Tokyo Electron and Advantest were among the largest positive contributors, while dividend-related buying also supported the market. Japan’s 10-year government bond yield briefly reached 3.121%, its highest level since 1996. The key next week is whether semiconductor strength can continue despite rapidly rising domestic yields. 🇰🇷 Korea The Korean market remains closed this weekend after the September 24–25 Chuseok holiday and will reopen Monday, September 28. Latest close: KOSPI: 7,080.92 / +0.90% KOSDAQ: 844.48 / +1.21% Samsung Electronics: +3.25% SK Hynix: +1.20% Institutions bought roughly KRW 316.9 billion, while foreign investors sold KRW 504.7 billion and retail investors sold roughly KRW 1.44 trillion. Monday’s reopening will have to absorb several days of overseas moves, including stronger U.S. AI stocks but significantly higher Treasury yields. 🇺🇸 United States S&P 500: 7,743.41 / +0.51% Nasdaq: 27,068.72 / +0.48% Dow: 51,828.62 / +0.93% Microsoft jumped 3.7% after unveiling new Copilot capabilities. Qualcomm gained about 4%, Dell rose 5%, and Akamai advanced 3.2% after announcing an $11.6 billion cloud-services agreement with Anthropic. Meta fell 3.3% on Friday after a strong week driven by enthusiasm around Muse. The U.S. 10-year Treasury yield briefly hit 5.2297%, its highest level since 2007, before easing toward 5.16%. Brent crude fell roughly 3% but remained above $100 per barrel. For the week, the S&P 500 gained about 1.2% and the Nasdaq rose 2%. 🇭🇰 Hong Kong Hang Seng: 24,510.09 / -1.01% Hang Seng Tech: 4,311 / -1.1% HSCEI: 8,165 / -1.2% Turnover totaled approximately HK$102.2 billion. Alibaba fell about 1.5%, Tencent 0.4% and Xiaomi 2.6%, while Lenovo gained around 3.2%. Stock Connect was closed on September 25, so there was no Southbound flow figure for the session. My View: AI remains the strongest structural theme across the four markets, but bond yields are increasingly determining short-term valuations. Next week I am focused on Korean semiconductor reopening flows, Japanese AI equipment stocks, U.S. AI monetization and infrastructure, and whether capital returns to Hong Kong’s major technology names.
- Sep 24, 20263.5x their median
Alibaba no longer wants to be just an AI model company or a cloud provider. It wants to control the entire stack. At this week’s Apsara Conference, Alibaba unveiled its first native AI-agent computer, Qwen Book. But the laptop is only one piece of a much larger strategy. Alibaba is now building across every major layer of AI: → AI device: Qwen Book → Foundation models: Qwen → AI chips: Zhenwu V900 → Cloud: Alibaba Cloud → Data centers: 20GW+ target by 2032 The numbers are getting serious. Alibaba says its new Zhenwu V900 delivers roughly 3X the performance of its predecessor. A single V900 cluster could scale to as many as 500,000 chips. At the model layer, Alibaba plans to train a new foundation model at the 5–10 trillion parameter scale. And by 2032, Alibaba Cloud plans to expand global data-center capacity beyond 20GW. Qwen Book shows where all of this infrastructure eventually ends up: In the hands of users. The device is designed around AI agents rather than traditional apps, with AI able to understand context, work across applications and continue long-running tasks in the background. This is why I’m watching Alibaba (https://t.co/yXmwiY726A / $BABA). The company is no longer building isolated AI products. It is trying to vertically integrate: Chip → Compute → Model → Cloud → Device. Interestingly, $BABA ADRs fell 4.74% overnight even as Alibaba keeps accelerating its AI roadmap. That creates the key tension I’m watching now: AI fundamentals are getting stronger. But higher interest rates are still putting pressure on technology valuations. Alibaba’s next AI battle may not be about having the best single model. It may be about controlling every layer required to deliver AI.
- Sep 24, 20263.5x their median
A normal server uses roughly 2,500 MLCCs. NVIDIA’s next-generation AI server could use as many as 560,000. That is more than 200X. This is one of the least discussed bottlenecks in the AI infrastructure buildout. MLCCs are tiny components that stabilize power delivery inside electronic systems. But as AI servers consume more power and run 24/7 under extreme heat and voltage, they need dramatically more high-capacity, high-reliability MLCCs. And the economics are completely different. → AI server MLCC demand by 2030: ~25X 2023 levels → Expected annual demand growth: ~30% → High-capacity AI MLCC pricing: 30–40X conventional products → NVIDIA next-gen AI server: up to ~560,000 MLCCs → Conventional server: ~2,500 Samsung Electro-Mechanics (009150.KS) is already positioned directly inside this trend. The company recently signed a KRW 1.0722 trillion AI-server MLCC supply contract with a major global customer — its largest MLCC supply agreement ever. It now has long-term MLCC agreements with more than 10 global customers. Brokerage estimates cited by Korean media see Samsung Electro-Mechanics’ AI MLCC revenue rising from: 2026: KRW 958.8B 2027: KRW 2.98T 2028: KRW 5.61T That is the part I’m watching. The AI infrastructure trade is expanding beyond: GPU → HBM → Power → Cooling Now another layer is emerging: Power delivery components. $NVDA Samsung Electro-Mechanics — 009150.KS The smallest components inside an AI server may end up becoming some of the biggest beneficiaries of the AI capex cycle.
- Sep 23, 20263.5x their median
What if the cheapest AI token is the one you never have to pay for? That is the bet Apple is making. Apple just demonstrated four Mac Studios running a trillion-parameter AI model locally — powered from a single wall outlet. No rented GPU cluster. No recurring cloud bill for every token generated. Once the hardware is paid for, enterprises can keep running inference locally. And that changes the AI cost equation. The new Mac Studio with M5 Ultra offers: → Up to 512GB unified memory → 1.2TB/s memory bandwidth → Thunderbolt 5 clustering → Up to 3x faster distributed AI inference with four systems → Frontier-class models running entirely on-device Apple is effectively making a different argument from the cloud-first AI model: Instead of renting intelligence by the token, own the compute. That puts Apple into a much bigger contest. $MSFT dominates enterprise computing. $NVDA dominates AI data-center infrastructure. Apple currently holds only about 4.6% of the enterprise desktop market versus 91.3% for Windows. But local AI gives $AAPL a new entry point. This does not replace hyperscale GPU infrastructure. Training frontier models will still require enormous data centers. But inference is different. If companies can move more repetitive AI workloads from expensive cloud GPUs onto hardware sitting inside their own offices, the economics of enterprise AI could start to change. That is why I’m watching: $AAPL — on-device AI $NVDA — data-center AI $MSFT — enterprise AI + cloud The AI infrastructure battle is no longer just about who has the fastest chip. It is also about who can deliver intelligence at the lowest cost.
Ranked by total interactions across everything we have tracked for this account, which is a longer history than the 30-day window the rates above use. The multiple compares each post to this account's own median.
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Reading these numbers
A typical post picks up 2 interactions against 705K followers, an engagement rate of 0%. Measured over 87 original posts, its engagement rate beats 5% of 20,444 tracked accounts of a similar size. That is a reason to look at how the audience behaves - reply depth, saves, whether the followers are recent - rather than a conclusion about it on its own. Posts are seen about 715 times each, and 0.28% of those impressions turn into an interaction. That is about 0.101% of the follower count, which is the gap between an audience on paper and an audience in a timeline. Posting runs at about 2.9 posts a day over the last 30 days, with activity on roughly 53% of days. Most posts go out around 23:00 UTC, and Friday is the busiest day of the week. Of the 87 posts sampled, 100% carry an image or video and 38% link out. The account's strongest tracked post pulled 12 interactions, about 6.0x its own typical post.
- What is Nasdaq|S&P500|US stock pick Trades——Ryan's engagement rate on X?
- Nasdaq|S&P500|US stock pick Trades——Ryan (@DavidKWilliams) has an engagement rate of 0%, based on the median interactions across 87 original posts from the last 30 days against 704,611 followers. Replies, reposts and quote-posts of other people are excluded from that sample.
- Is that a good engagement rate?
- At under 0.001%, Nasdaq|S&P500|US stock pick Trades——Ryan sits below the 10th percentile of the 204,583 accounts in this comparison. Those comparison accounts are all large ones, because our scanning cadence is weighted towards big accounts, so this is a ranking among peers of similar scale rather than a ranking across X.
- Does @DavidKWilliams have real engagement?
- Its engagement rate beats 5% of the tracked X accounts closest to it in follower count (20,444 accounts), which puts it in the bottom 10% for its size group. Ranking inside a size band matters because engagement rate falls as accounts grow, so a raw rate would mostly re-measure the follower count. It is a starting point for a look at follower quality, not a verdict on it.
- When does @DavidKWilliams post?
- Most posts go out around 23:00 UTC, and Friday is its busiest day, at roughly 2.9 posts per day across the measured window.