[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@BenBajarin Avatar @BenBajarin Ben Bajarin

Ben Bajarin posts on X about open ai, $avgo, iphone, gpu the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.

Engagements: XXXXXX #

Engagements Line Chart

Mentions: XX #

Mentions Line Chart

Followers: XXXXXX #

Followers Line Chart

CreatorRank: XXXXXXX #

CreatorRank Line Chart

Social Influence #

Social category influence stocks #4145 technology brands XXXX% fashion brands XXXX% finance XXXX% countries XXXX% cryptocurrencies XXXX%

Social topic influence open ai #633, $avgo #37, iphone #896, gpu #406, all the #1670, asics #265, $7936t #264, $googl #1469, azure #154, $nvda #575

Top accounts mentioned or mentioned by @maxwinebach @intel @amd @t_h_e_circuit @mojo_flyin @d_k_rajasekar @nvidia @thecircuit @jaygoldberg @openai @chipsandwafers @lokoyacap @jamesdsneed @anshelsag @fostertraveler @alex_intel_ @broadcom @xyang2023 @hassankhan @elenaneira

Top assets mentioned Broadcom, Inc. (AVGO) Alphabet Inc Class A (GOOGL) NVIDIA Corp. (NVDA) Microsoft Corp. (MSFT) Morgan Stanley (MS) Apple, Inc. (AAPL) Bitcoin (BTC) Micron Technology, Inc. (MU) Marvell Technology Inc (MRVL) Duolingo, Inc. Class A Common Stock (DUOL)

Top Social Posts #

Top posts by engagements in the last XX hours

"Roughly three weeks with the iPhone Air and I am not sure how I'll go back to a thick phone again. There is just something so functional and usable about this design that makes it a delight to hold and use"
X Link @BenBajarin 2025-10-08T23:05Z 30.3K followers, 7390 engagements

"@gdb @Broadcom @nvidia @AMD Tell us more about your in house silicon design team please :). Those of us deep in the weeds in semis would love to know. Looking forward to details of Titan when its live"
X Link @BenBajarin 2025-10-13T14:17Z 30.3K followers, 4401 engagements

"Dear @netflix you are punishing poor college students. This from my daughter in college"
X Link @BenBajarin 2025-10-05T17:20Z 30.2K followers, 65.8K engagements

"They mystery customer who everyone knew was OpenAI is now officially OpenAI. $AVGO up XX% pre-market"
X Link @BenBajarin 2025-10-13T13:08Z 30.3K followers, 15.2K engagements

"Good insights from the head of HPC and AI infrastcuture compute at Azure on the challenges of building an AI datacenter. Designing a data center is sort of like designing silicon :). Note GPU depreciation point"
X Link @BenBajarin 2025-10-09T22:03Z 30.3K followers, 102.3K engagements

"Id bet Kyber is when we see an Intel host processor in a config. Also XXX GPUs"
X Link @BenBajarin 2025-10-14T14:00Z 30.3K followers, 4383 engagements

"Nice call outs for @Meta Oakley and @qualcomm in this very cool defense tech"
X Link @BenBajarin 2025-10-13T20:16Z 30.3K followers, 8752 engagements

"To the point about @Azure growing their GPU fleet now with Blackwell clusters. It is not by coincidence this chart from MS 3Q25 CIO survey favors $MSFT who has the largest GPU installed base of all the hyperscalers"
X Link @BenBajarin 2025-10-09T17:00Z 30.3K followers, 24.7K engagements

"@alchemysidda @RHouseResearch Agree on a host of names. But the thesis for Coreweave others was they had some secret sauce in differentiation. Really it may just be better optimization vs. true proprietary software differentation"
X Link @BenBajarin 2025-10-14T15:46Z 30.3K followers, XXX engagements

"I have a neighbor in utilities who told me about this last year. Transformer backlog worse than GPU backlog This is a serious issue though the supply chain around these utility equipment tools is not ready to scale"
X Link @BenBajarin 2025-10-09T22:19Z 30.2K followers, 17.8K engagements

"@elenaneira @Broadcom Well its already known they have Bytedance so that is one of the four"
X Link @BenBajarin 2025-10-13T21:48Z 30.2K followers, XX engagements

"Good points in this Morgan Stanley note on the back of meetings with $NVDA (CEO/CFO). 1: As I've been saying power/land/space/water etc. is the biggest constraint. 2: NVIDIA sees itself as an accellerant for this stage of AI. AND (my words) maybe OpenAI is a hyperscaler"
X Link @BenBajarin 2025-10-10T17:43Z 30.3K followers, 130.6K engagements

"The more I dig into the power supply chain the more we find random little (YET CRITICAL) parts of the equipment supply chain are not nearly ready to ramp. Bottlenecks at every part of the stack"
X Link @BenBajarin 2025-10-08T14:40Z 30.3K followers, 101K engagements

"Ouch maybe even Coreweave (thus all the neoclouds) are really just infrastructure landlords (a term I borrowed from @RHouseResearch)"
X Link @BenBajarin 2025-10-14T14:40Z 30.3K followers, 29.2K engagements

"There has been no question Intel has been investing heaviliy in America every step along the way. THE QUESTION IS what has this administration done to help ensure the long term surviving and thriving on Intel manufacturing"
X Link @BenBajarin 2025-08-08T19:51Z 30.3K followers, 11K engagements

"Ok so if the mystery 4th Broadcom customer isnt OpenAI then perhaps that $10b customer announce is Apple. Which is would be more a networking IP play for Apple than full blown compute ASIC. $avgo $aapl"
X Link @BenBajarin 2025-10-13T14:26Z 30.3K followers, 10.4K engagements

"@nutnut_86 Also none of my college age kids or their friends are over X hours phone screen on time usage. So if I had to bet less than X hours is the average"
X Link @BenBajarin 2025-10-09T15:37Z 30.2K followers, XX engagements

"While I am confident iPhone Air will be what I choose as my primary I am giving the Pro Max a fair shake for a week or so. Photo via Meta Ray Ban Displays"
X Link @BenBajarin 2025-10-14T13:45Z 30.3K followers, 2694 engagements

"On $AVGO customer acquisition. OpenAI is greenfield growth and customer #4 remains a mystery. Maybe Apple maybe Anthropic. For those keeping track @Broadcom now engages with X of the X potential XPU customers"
X Link @BenBajarin 2025-10-14T14:10Z 30.3K followers, 2548 engagements

"Ok given a host of supply chain checks Id wager the unit volume for this is roughly 500-700k ASICs"
X Link @BenBajarin 2025-10-13T14:02Z 30.3K followers, 4975 engagements

"More color from JP Morgan on the OpenAI/ $AVGO deal. Could be $90B a year. Remember Hock Tan wants $150B from XPU in 2030. AND INTERESTING if mystery customer #4 is Anthropic could be licensed IP from Google TPUs"
X Link @BenBajarin 2025-10-14T14:16Z 30.3K followers, 1893 engagements

"Fascinating points from a discussion with Google head of cloud engineering strategy. Right to the point of why the bitcoin miners will struggle to pivot and are better off just being infrastructure landlords for Google Amazon and Microsoft and let them handle the complexity"
X Link @BenBajarin 2025-10-14T14:31Z 30.3K followers, 2088 engagements

"@MARKETCOMACC Trained on TPUs for nowApple has all the IP they need for a compute ASIC they dont need Broadcom for that. Apple verticalizes in silicon they dont want to use TPUs forever"
X Link @BenBajarin 2025-10-13T14:31Z 30.3K followers, XXX engagements

"On @Intel Clear Water Forest this is Intel's most dissaggregated design yet. I'm a huge fan of chiplet/dissaggregated design and believe all HPC/AI designs will be chiplets in the future. This may also be the most advanced design in the industry for the moment"
X Link @BenBajarin 2025-10-09T16:38Z 30.3K followers, 14.4K engagements

"Yes iPhone Air is thin but its how light it is that drastically improved usability in my opinion. Using the Air as my primary and every other phone feels like a sack of bricks. Google Pixel - XXX grams iPhone XX Pro Max - XXX grams iPhone Air - XXXXX grams"
X Link @BenBajarin 2025-10-05T16:52Z 30.3K followers, 35.9K engagements

"Made on the most advanced process technology in the United States by @intel. Happy to finally be able to talk about all we learned last week in AZ Fab XX was the most sophisticated automation Ive ever seen in a fab"
X Link @BenBajarin 2025-10-09T14:09Z 30.3K followers, 16.6K engagements

"Alchip coming after Marvell's margins"
X Link @BenBajarin 2025-08-28T21:29Z 30.1K followers, 1830 engagements

"From the head of NVIDIA strategic alliances. NVIDIA is choosing to run their internal workloads (training company AI workloads) on Coreweave and other Neoclouds. So that is the reason they rent back/or guarantee capacity if there is excess"
X Link @BenBajarin 2025-10-09T17:03Z 30.3K followers, 62.8K engagements

"NAND we are cooked. Perhaps a memory super-cycle for the ages. $MU"
X Link @BenBajarin 2025-10-13T15:51Z 30.3K followers, 33.9K engagements

"$MRVL CEO Matt Murphy is trying to help smooth out the concern around their "lumpiness" in ASICS. Again the concern is that their competition is more Alchip than Broadcom"
X Link @BenBajarin 2025-09-24T20:09Z 30.3K followers, 41K engagements

"This list tells you all you need to know about how early we are in generating inference tokens at scale for third party software"
X Link @BenBajarin 2025-10-10T20:29Z 30.3K followers, 10.9K engagements

"Poor Marvell. There is goodness there for them. But custom ASICs is a lumpy business"
X Link @BenBajarin 2025-08-28T20:32Z 30.1K followers, 10.7K engagements