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@Beth_Kindig Beth Kindig
No direct information about Beth Kindig is available, however major AI and tech companies are making significant advancements. Nvidia, AMD, and TSMC are driving growth in the AI sector, with Nvidia's CEO Jensen Huang predicting a 10x increase in Europe's AI compute capacity over the next two years. The AI chip market is expected to grow at a XX% CAGR through 2030, reaching nearly half a trillion dollars.
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Social Influence #
Social category influence stocks #845 technology brands #3680 finance #2466 cryptocurrencies XXXX% automotive brands XXXX% celebrities XXXX% countries XXXX% vc firms XXXX% exchanges XXXX%
Social topic influence nvda #5, $nvda #14, $msft #4, $goog #1, amzn #41, $amzn #3, msft #5, goog #2, $amd #17, $avgo #30
Top accounts mentioned or mentioned by @007ofwallst @adamomancino @teshen8lin @freesites_com @sergeycyw @futureman1977 @bean_wealth @next100baggers @lsi1123 @nikoliasgoninus @notesonthenoise @germain_franck @juliusonstocks @cvpayne @ycharts @michaelclashen @cperruna @travishoium @akinatorassets @chipsandwafers
Top assets mentioned NVIDIA Corp. (NVDA) Microsoft Corp. (MSFT) Alphabet Inc Class A (GOOGL) Amazon.com, Inc. (AMZN) Advanced Micro Devices (AMD) Broadcom, Inc. (AVGO) Taiwan Semiconductor (TSM) Metadium (META) Oracle Corporation (ORCL) Dell Technologies, Inc. (DELL) Marvell Technology Inc (MRVL) Super Micro Computer, Inc. Common Stock (SMCI) CoreWeave, Inc. (CRWV) Now Coin (NOW) ServiceNow Inc (NOW) Intel Corporation (INTC) Apple, Inc. (AAPL) Micron Technology, Inc. (MU) Tesla, Inc. (TSLA) Cream (CRM) Robinhood Markets, Inc. (HOOD) Core Scientific, Inc. Common Stock (CORZ) HSBC Holdings PLC (HSBC) Vertiv Holdings Co (VRT) Bitcoin (BTC) Snowflake, Inc. (SNOW) KLA Corp (KLAC) Lam Research Corporation (LRCX) Applied Materials, Inc. (AMAT) Palo Alto Networks Inc (PANW) CyberArk Software Ltd. (CYBR) GitLab Inc. Class A Common Stock (GTLB) Constellation Energy Corp (CEG) Oklo Inc. (OKLO) NuScale Power Corporation (SMR) TALEN ENERGY CORP (DE) (TLN) Astera Labs, Inc. Common Stock (ALAB) Goldman Sachs (GS)
Top Social Posts #
Top posts by engagements in the last XX hours
"Palo Alto $PANW is said to be in talks to acquire CyberArk Software $CYBR in a deal worth $20B"
@Beth_Kindig on X 2025-07-29 17:36:20 UTC 161.1K followers, 17.3K engagements
"Alphabet $GOOG reported $XXXX in EPS in Q2 up XX% YoY while revenue rose XX% YoY to $XXXX billion. Search revenue rose XX% YoY to $XXXX billion while Cloud revenue accelerated X points to XX% YoY to $XXXX billion. $MSFT $AMZN" @Beth_Kindig on X 2025-07-23 20:12:10 UTC 161.1K followers, 88.2K engagements
"When Nvidia $NVDA was valued at $XXX billion I stated it would become the world's most valuable companies. It's now surpassed $X trillion and counting" @Beth_Kindig on X 2025-07-18 18:53:04 UTC 161.1K followers, 70.2K engagements
"Robinhood $HOOD CEO Vlad Tenev said that nearly XXX% of the companys software engineers are using AI tools such as Cursor or Windsurf to write code with nearly XX% of all code being AI generated. $GOOG $AMZN $MSFT $GTLB" @Beth_Kindig on X 2025-07-23 15:40:00 UTC 161.1K followers, 26.1K engagements
"Meta $META is also working on a larger cluster Hyperion that is expected to scale up to X GW over several years. $NVDA $AMD $AVGO" @Beth_Kindig on X 2025-07-14 18:12:54 UTC 161.1K followers, 36.9K engagements
"For our Discovery members this month we covered two nuclear stocks that are both poised to benefit from long-term growth in AI data center power demand. $OKLO $SMR $NNE $CEG $TLN" @Beth_Kindig on X 2025-07-26 16:17:50 UTC 161.1K followers, 19.2K engagements
"OpenAI said that its 4.5GW Stargate expansion with Oracle $ORCL brings the project to more than 5GW under development and is expected to house more than X million GPUs. $NVDA $MSFT" @Beth_Kindig on X 2025-07-22 14:21:36 UTC 161.1K followers, 31.3K engagements
"AI data center power demand could rise more than 30x over the next decade from just X GW in 2024 to XXX GW by 2035. $NVDA $MSFT $GOOG $AMZN" @Beth_Kindig on X 2025-07-09 19:12:00 UTC 161.1K followers, 57.1K engagements
"In the dog eat dog world of Wall Street I want to give props to Charles @cvpayne for not letting other people steal my thunder. Thanks for the shoutout on $ALAB and for giving me so much air time on $NVDA these past few years" @Beth_Kindig on X 2025-07-25 20:24:28 UTC 161.1K followers, 50.2K engagements
"TSMC $TSM CEO C.C. Wei on US demand and accelerating Arizona fab construction: We're seeing strong interest from our leading US customers and are working on speeding up the volume production schedule by several quarters to support their need. $NVDA $AMD $AVGO $AAPL" @Beth_Kindig on X 2025-07-24 22:02:54 UTC 161.1K followers, 29.4K engagements
"xAI has 230K GPUs with 30K $NVDA GB200s operational in its Colossus X supercluster for training Grok. At Colossus X Musk announced that the first batch of 550K $NVDA GB200s and GB300s will start going online in a few weeks" @Beth_Kindig on X 2025-07-23 12:37:53 UTC 161.1K followers, 52.2K engagements
"Global AI server shipments are forecast to rise XXXX% YoY in 2025 per TrendForce on continued demand from hyperscalers and OEMs. $NVDA $AMD $AVGO $DELL $SMCI" @Beth_Kindig on X 2025-07-20 16:07:06 UTC 161.1K followers, 36.6K engagements
"Gemini app now has more than XXX million monthly active users and we continue to see strong growth and engagement with daily requests growing over XX% from Q1. $GOOG $MSFT $AMZN $NVDA" @Beth_Kindig on X 2025-07-29 20:27:24 UTC 161.1K followers, 30.3K engagements
"While Dell $DELL and others have likely started early production of Nvidias $NVDA Blackwell Ultra systems larger scale shipments of the GB300 NVL72 are expected to ramp in September. $SMCI $AMD $CRWV" @Beth_Kindig on X 2025-07-23 16:57:41 UTC 161.1K followers, 24.2K engagements
"Anthropic is said to be in early talks with investors to raise funding at a $100B+ valuation up from its last valuation of $61.5B from its $3.5B raise in March. $AMZN $GOOG $MSFT $NVDA" @Beth_Kindig on X 2025-07-22 21:25:39 UTC 161.1K followers, 26.6K engagements
"HSBC says that they believe XX% of CoreWeave's $CRWV revenue will be devoted to maintenance capex by 2030 onwards due to aging GPUs impacting free cash flow and long-term EPS. $NVDA $CORZ" @Beth_Kindig on X 2025-07-25 16:51:00 UTC 161.1K followers, 25.6K engagements
"Goldman Sachs cut its HBM TAM forecast for 2026 by XX% from $51B to $45B as Nvidias $NVDA next-gen Rubin GPU is expected to keep the same HBM content as the Blackwell Ultra at 288GB instead of a significant increase. $AMD $MU $AVGO" @Beth_Kindig on X 2025-07-27 16:08:34 UTC 161.1K followers, 36.8K engagements
"Samsung has secured a $XXXX billion deal through 2033 to produce Tesla's $TSLA next-gen AI6 chip at its Texas plant while TSMC $TSM will make AI5 in Taiwan and then Arizona" @Beth_Kindig on X 2025-07-28 13:16:47 UTC 161.1K followers, 27.8K engagements
"Out of Big Tech Oracle $ORCL went from spending the least capex to revenue at just X% in early 2022 to now XX% of revenue in fiscal 2025. $MSFT $GOOG $AMZN $META $NVDA" @Beth_Kindig on X 2025-07-25 17:13:00 UTC 161.1K followers, 20.6K engagements
"ServiceNow's $NOW RPO grew XX% YoY to $XXXX billion accelerating from XX% in Q1 while current RPO rose XXXX% YoY to $XXXXX billion. $NOW also guided for Q3 subscription growth of 20-20.5% YoY to $3.26-3.265B. $CRM $AMZN $GOOG" @Beth_Kindig on X 2025-07-23 21:53:57 UTC 161.1K followers, 25.7K engagements
"Oracle $ORCL CEO Safra Catz was the top insider seller in Q2 unloading more than $1.8B in shares outpacing $DELL CEO Michael Dell's $1.22B in sales $AMZN Jeff Bezos' $737M and $RBLX CEO David Baszucki's $631M per Bloomberg" @Beth_Kindig on X 2025-07-14 14:37:33 UTC 161.1K followers, 17.1K engagements
"TSMC's $TSM HPC revenue continues to accelerate up 2.5x over the last two years on robust AI GPU demand. $NVDA $AMD $AVGO" @Beth_Kindig on X 2025-07-28 21:31:57 UTC 161.1K followers, 22.7K engagements
"Microsofts $MSFT consumer Copilot offering has seen its MAUs rise XX% from April to June to reach XX million. $GOOG $AMZN $META $NVDA" @Beth_Kindig on X 2025-07-28 16:18:18 UTC 161.1K followers, 19.3K engagements
"The I/O Fund has announced cumulative returns of XXX% since inception or an annualized return of 27.6%. If the I/O Fund were a hedge fund wed rank #2 ahead of Wall Streets best firms like Pershing Square Tiger Global Management and Citadel" @Beth_Kindig on X 2025-04-16 17:02:47 UTC 161.1K followers, 44.8K engagements
"Broadcom $AVGO last week launched its Tomahawk Ultra networking chip built on TSMCs $TSM 5nm node offering ultra-low 250ns latency at 51.2T throughput. Broadcom says the switch can link together 4x as many chips as Nvidias $NVDA NVLink Switch" @Beth_Kindig on X 2025-07-24 16:08:19 UTC 161.1K followers, 39K engagements
"Oracle $ORCL could see its Cloud IaaS revenue grow at a nearly XX% CAGR to almost $65B by FY29 driving Cloud revenue growth at a XX% CAGR far faster than $MSFT Azure $AMZN AWS and $GOOG Cloud. Find out if $ORCL could become the next $1T stock" @Beth_Kindig on X 2025-07-29 21:40:58 UTC 161.1K followers, 21.9K engagements
"I just dropped my Top XX List of AI Stocks -- this list ranks the companies I believe will define the next year and whose fundamentals are on fire. The XX page report is for premium members link below" @Beth_Kindig on X 2025-07-24 20:06:39 UTC 161.1K followers, 40K engagements
"Marvell $MRVL is adopting TSMCs $TSM 2nm process and silicon photonics tech to advance development of its next-gen custom AI accelerators and boost signal processing speeds. $AVGO $AMD $NVDA" @Beth_Kindig on X 2025-07-25 16:30:55 UTC 161.1K followers, 25.6K engagements
"Cisco $CSCO disclosed a 1.06M share stake in CoreWeave $CRWV worth $140M at current prices" @Beth_Kindig on X 2025-07-11 13:59:46 UTC 161.1K followers, 32.6K engagements
"Alphabet $GOOG is expected to report XXXX% growth in EPS to $XXXX in Q2 with revenue rising XXXX% to $XX billion. Cloud growth is expected to be XX% YoY while Search ads are expected to grow X% YoY. $AMZN $MSFT $GOOGL" @Beth_Kindig on X 2025-07-23 15:59:50 UTC 161.1K followers, 30.1K engagements
"Vertiv $VRT reported XXXX% growth to $2.64B in revenue in Q2 while adjusted EPS also beat at $XXXX. For Q3 Vertiv guided for revenue between $2.51-2.59B with adjusted EPS of $0.94-1.00 versus estimates for $2.43B and $XXXX. $NVDA" @Beth_Kindig on X 2025-07-30 13:17:32 UTC 161.1K followers, 19.8K engagements
"ServiceNow $NOW CEO Bill McDermott: The AI revolution is in full flight and knows no boundaries" @Beth_Kindig on X 2025-07-29 15:56:58 UTC 161.1K followers, 21K engagements
"Cryptos total market capitalization recently surpassed $X trillion fueled by an altcoin rally and friendly regulatory policy. Bitcoin $BTC accounts for about XX% of the entire crypto market" @Beth_Kindig on X 2025-07-24 20:58:38 UTC 161.1K followers, 15.6K engagements
"Microsoft $MSFT and Accenture $ACN are partnering to develop advanced cybersecurity tools powered by genAI focusing on security operation centers identity and access management and automating AI and data security" @Beth_Kindig on X 2025-07-15 21:51:00 UTC 161.1K followers, 13.7K engagements
"Global IT spending is forecast to rise XXX% YoY to $XXXX trillion in 2025 led by a XXXX% increase in spending on data center systems with AI server spending potentially 3x that of traditional servers per Gartner. $NVDA $AMD $AVGO $MRVL $MU" @Beth_Kindig on X 2025-07-27 21:33:22 UTC 161.1K followers, 34.3K engagements
"Intel $INTC is spinning out its AI robotics and biometrics venture RealSense announcing a $50M Series A funding round for the firm. $TSLA $AMZN $NVDA" @Beth_Kindig on X 2025-07-11 13:23:05 UTC 161.1K followers, 18.4K engagements
"Nvidia $NVDA is reportedly aiming to procure 600-800K SOCAMM memory modules for its upcoming GB300 chip with Micron $MU and SK Hynix said to be producing the modules for the platform" @Beth_Kindig on X 2025-07-26 16:18:16 UTC 161.1K followers, 58.3K engagements
"Chip materials manufacturer and TSMC $TSM supplier GlobalWafers is boosting its US investments to $7.5B as TSMC boosts its fab and advanced packaging presence in the US. $NVDA $AMD $AVGO $AAPL $QCOM" @Beth_Kindig on X 2025-05-22 16:16:43 UTC 161.1K followers, 19.9K engagements
"Amazons $AMZN AWS could generate $XXX billion in revenue from Anthropic in 2025 per Morgan Stanley with revenue forecast to grow to nearly $X billion in 2026 and $XXX billion by 2027. $MSFT $GOOG $META $ORCL" @Beth_Kindig on X 2025-07-18 14:50:05 UTC 161.1K followers, 74.2K engagements
"Nvidia $NVDA reportedly placed orders for 300K H20 GPUs last week with TSMC $TSM to meet strong Chinese demand adding to its existing inventory of 600-700K H20s" @Beth_Kindig on X 2025-07-29 17:33:06 UTC 161.1K followers, 26.6K engagements
"HSBC estimates that Broadcoms $AVGO ASIC revenue could rise as much as XXX% YoY next year to $XXXX billion fueled by Googles $GOOG TPU ramp driving a XX% YoY increase in ASIC ASPs" @Beth_Kindig on X 2025-07-19 15:54:03 UTC 161.1K followers, 66.5K engagements
"TensorWave says it has launched the largest AMD-based GPU cluster in North America featuring 8192 of its MI325X GPUs offering XX exaFLOPS of performance. $AMD $NVDA" @Beth_Kindig on X 2025-07-22 21:49:09 UTC 161.1K followers, 35.7K engagements
"ServiceNow $NOW reported revenue of $XXXX billion up XXXX% while adjusted EPS of $XXXX beat estimates for $XXXX. Now Assist is "firmly on track" to reach its $X billion ACV target by 2026. $CRM $MSFT $AMZN $GOOG" @Beth_Kindig on X 2025-07-23 20:35:52 UTC 161.1K followers, 43.7K engagements
"Inference is expected to see its share of cloud workloads rise quickly over the next two years from an estimated XX% in 2025 to XX% by 2027. $NVDA $AMD $NET $MSFT $GOOG $AMZN" @Beth_Kindig on X 2025-07-19 18:22:39 UTC 161.1K followers, 46.4K engagements
"BofA sees Microsoft Azure potentially growing XXXX% YoY with XX point contribution from AI in its upcoming earnings report with rising Copilot adoption. $MSFT $GOOG $AMZN $NVDA" @Beth_Kindig on X 2025-07-27 15:00:01 UTC 161.1K followers, 29.3K engagements
"Figma raised the proposed range of its IPO from $25-28 to $30-32 targeting an $XXXX billion valuation close to the $XX billion it held when Adobe $ADBE had agreed to acquire it before abandoning the deal" @Beth_Kindig on X 2025-07-28 17:18:38 UTC 161.1K followers, 21.9K engagements
"Microsoft $MSFT has launched a Copilot Mode in its Edge browser combining chat search and web navigation features to help carry out tasks and organize browsing into topic-based queries. $GOOG $META $NVDA" @Beth_Kindig on X 2025-07-28 18:41:31 UTC 161.1K followers, 20.4K engagements
"Google Cloud $GOOG operating margin expanded significantly in Q2 up more than X points YoY to XXXX% as operating income rose more than XXX% to $2.83B. $MSFT $AMZN" @Beth_Kindig on X 2025-07-23 20:16:48 UTC 161.1K followers, 46.1K engagements
"AI is projected to send electricity demand soaring: Wells Fargo estimates AI power demand could rise from 8TWh in 2024 to XXX TWh by 2030. What are your favorite AI power consumption plays" @Beth_Kindig on X 2024-06-01 21:40:05 UTC 161.1K followers, 469.6K engagements
"Only a few years ago in 2021 it was popular belief that Nvidia $NVDA would struggle to overcome Ethereum's merge to proof of stake causing a XX% drop in the stock around that time. Today Nvidia is worth more than the entire crypto market" @Beth_Kindig on X 2025-07-22 22:17:06 UTC 161.1K followers, 37.2K engagements
"70000 customers now use Arm-based $ARM chips in data centers up 14x in just four years per Reuters while its developer base has risen 1.5x to XX million over the same period. $NVDA $AMD $INTC $AVGO" @Beth_Kindig on X 2025-07-17 22:18:00 UTC 161.1K followers, 36.3K engagements
"AI is being used increasingly more in coding at Big Tech firms and helping accelerate launch times for new products with AI said to be assisting in XX% of coding at Google $GOOG and XX% at Microsoft $MSFT" @Beth_Kindig on X 2025-07-20 14:32:35 UTC 161.1K followers, 32.1K engagements
"Citi projects the stablecoin market could grow 14x by 2030 from $265B to $3.7T with current policies working to legitimize the industry. $COIN $HOOD $CRCL $USDC" @Beth_Kindig on X 2025-07-27 17:10:42 UTC 161.1K followers, 29K engagements
"IBM $IBM CEO Arvind Krishna: "Our generative AI book of business continues to accelerate and now stands at more than $XXX billion." This is up from $X billion in Q1" @Beth_Kindig on X 2025-07-23 21:55:54 UTC 161.1K followers, 19.4K engagements
"BlackRocks iShares Bitcoin ETF $IBIT now holds more than 700000 $BTC more than Strategys $MSTR 600000 and Fidelitys BTC ETF $FBTC with 203000" @Beth_Kindig on X 2025-07-16 16:44:31 UTC 161.1K followers, 23.2K engagements
"Amazon is estimated to have around 5000000 servers deployed globally across more than XXX data centers to support cloud computing demand. $AWS" @Beth_Kindig on X 2025-07-04 12:30:00 UTC 161.1K followers, 28.3K engagements
"Google $GOOG said it will spend $25B on AI infrastructure and data centers in the PJM grid region over the next X years and will also spend $3B modernizing two hydropower plants in Pennsylvania to meet growing AI data center power demand. $NVDA $MSFT $META $AMZN" @Beth_Kindig on X 2025-07-15 12:47:53 UTC 161.1K followers, 22.9K engagements
"JP Morgan believes that Broadcom $AVGO could potentially tape out its first next-gen accelerators this year for two prospective clients believing they could be OpenAI and SoftBank/Arm $ARM. JPM also sees incremental inference demand driving Broadcoms 2027 SAM forecast higher" @Beth_Kindig on X 2025-07-16 15:48:52 UTC 161.1K followers, 35.2K engagements
"Uber $UBER and Baidu $BIDU recently partnered to launch robotaxis on Uber's platform with the first vehicles expected to be available in Asia and the Middle East later this year with future rollouts in Europe and Oceania. $TSLA $PONY $WRD $GOOG" @Beth_Kindig on X 2025-07-18 20:08:44 UTC 161.1K followers, 23.6K engagements
"Nvidia $NVDA and Snowflake $SNOW in LLM startup Reka AI's $110M funding round valuing the firm at more than $1B" @Beth_Kindig on X 2025-07-22 17:00:56 UTC 161.1K followers, 27.3K engagements
"ServiceNow $NOW is expected to report XXXX% earnings growth to $XXXX in Q2 with revenue rising XXXX% to $XXXX billion. ServiceNow's Now Assist ACV contribution is expected to reach $1B by the end of 2026 up from $250M in May. $GOOG $AMZN $MSFT $CRM" @Beth_Kindig on X 2025-07-23 18:51:40 UTC 161.1K followers, 26.8K engagements
"Marvell $MRVL is expected to report nearly XX% growth to $XXXX billion in revenue in Q1 with EPS rising XXX% to $XXXX. This comes after the chipmaker narrowed its revenue forecast from $1.875B +/- X% to +/-2% earlier this month. $AVGO $NVDA $AMD" @Beth_Kindig on X 2025-05-29 18:27:34 UTC 161.1K followers, 20.1K engagements
"Global data created is forecast to nearly double from XXX zettabytes in 2024 to XXX zettabytes by 2027 driven by increased AI consumption. This is nearly 9x growth in less than a decade from XX ZB in 2018. $MSFT $GOOG $AMZN $SNOW $NVDA" @Beth_Kindig on X 2025-07-21 17:57:08 UTC 161.1K followers, 23.2K engagements
"Anthropic is reportedly in talks to raise $3-5 billion in a new funding round valuing the startup at $XXX billion up nearly $XXX billion from its prior $XXXX billion valuation. $MSFT $GOOG $AMZN" @Beth_Kindig on X 2025-07-29 17:38:19 UTC 161.1K followers, 20.3K engagements
"Only ten tech stocks with gross profit margins XX% and double-digit profit margins are forecast to see double-digit revenue growth this year: $CDNS: XXXX% gross; XXXX% net; +14.4% growth $ANSS: XXXX% gross; XXXX% net; +10.7% growth $PRGS: XXXX% gross; XXXX% net; +14.7% growth $GEN: XXXX% gross; XXXX% net; +15.7% growth $QLYS: XXXX% gross; XXXX% net; +13.1% growth $SNPS: XXXX% gross; XXXX% net; +14.4% growth $INTU: XXXX% gross; XXXX% net; +12.4% growth $DSGX: XXXX% gross; XXXX% net; +15.5% growth $FTNT: XXXX% gross; XXXX% net; +23.8% growth $RMBS: XXXX% gross; XXXX% net; +30.5% growth" @Beth_Kindig on X 2023-08-06 13:34:02 UTC 161.1K followers, 96.9K engagements
"Once left behind in the cloud era Oracle $ORCL is finding its way into the AI spotlight forecasting XX% IaaS growth next year. But can this long-forgotten giant really compete with the Big X in the AI race to become a $X trillion company" @Beth_Kindig on X 2025-07-18 17:09:22 UTC 161.1K followers, 27K engagements
"Based on Metas $META newest data center plans for up to XX GW of capacity coming online across four facilities Jefferies estimates the total revenue opportunity to Nvidia $NVDA from these plans at $250B" @Beth_Kindig on X 2025-07-26 21:12:17 UTC 161.1K followers, 58.6K engagements
"Vertiv $VRT is expected to report XXXX% revenue growth to $2.36B in Q2 with EPS rising nearly XX% to $XXXX. Last quarter Vertiv hiked its FY25 revenue outlook from $9.125-9.275B to $9.325-9.575B. $NVDA $AMD $SMCI $DELL" @Beth_Kindig on X 2025-07-29 20:58:35 UTC 161.1K followers, 37.2K engagements
"Citi recently raised its 2028 AI compute TAM by nearly XX% to $XXX billion seeing stronger sovereign AI demand especially for Nvidia $NVDA. Citi noted that participants at Nvidias recent Generative AI conference laid out possible benchmarks of 10000 GPUs per 100000 employees for large companies or governments. $AMD $AVGO $MRVL" @Beth_Kindig on X 2025-07-20 20:35:50 UTC 161.1K followers, 78.4K engagements
"Alphabet $GOOG capex was $XXXXX billion in Q2 up XX% YoY accelerating from XX% growth in Q1. Alphabet also boosted its capex forecast for 2025 from $XX billion to $XX billion. $AMZN $MSFT $NVDA $AVGO" @Beth_Kindig on X 2025-07-23 20:24:39 UTC 161.1K followers, 61.9K engagements
"Google is now processing nearly X quadrillion monthly tokens across its platform" @Beth_Kindig on X 2025-07-29 14:22:25 UTC 161.1K followers, 58.9K engagements
"ASML $ASML reported Q2 revenue of 7.7B ahead of estimates for 7.54B while bookings of 5.44B also beat estimates of 4.8B per Bloomberg. However for Q3 ASML guided for 7.4-7.9B in revenue below consensus of 8.2B. $INTC $TSM $KLAC $LRCX $AMAT" @Beth_Kindig on X 2025-07-16 12:33:09 UTC 161.1K followers, 25.8K engagements
"For 2026 ASML $ASML CEO Christophe Fouquet said that "while we still prepare for growth in 2026 we cannot confirm it at this stage." $INTC $TSM $KLAC $LRCX $AMAT" @Beth_Kindig on X 2025-07-16 12:50:00 UTC 161.1K followers, 17K engagements
"Amazon $AMZN EKS recently announced that EC2 instances now have support for up to 100000 nodes translating to 800000 Nvidia $NVDA GPUs or XXX million AWS Trainium chips in a single Kubernetes cluster" @Beth_Kindig on X 2025-07-29 17:31:14 UTC 161.1K followers, 19.2K engagements
"OpenAIs GPT-5 model is rumored to be released as early as this month combining o3 reasoning with general GPT capabilities. The model is expected to be more powerful overall and much better at coding. $MSFT $META $GOOG $AMZN $BABA $NVDA" @Beth_Kindig on X 2025-07-29 17:51:00 UTC 161.1K followers, 10.2K engagements
"CoreWeave $CRWV announced plans to raise $1.5B in senior debt in part to refinance existing debt and help its expansion plans. The deal is expected to price on Tuesday. $NVDA $NBIS $CORZ" @Beth_Kindig on X 2025-07-21 19:43:56 UTC 161.1K followers, 40.7K engagements
"The automotive SiC chip market is growing rapidly driven by proliferating use cases in EVs. onsemi $ON highlighted the rapid advancement of SiC seeing revenues grow 4x YoY in its recent quarter on a path to reach XX% market share by 2027. $WOLF $AEHR" @Beth_Kindig on X 2023-08-17 18:58:50 UTC 161.1K followers, 14.2K engagements
"Oppenheimer named Nvidia $NVDA Broadcom $AVGO Marvell $MRVL and Monolithic Power $MPWR its top picks in semis saying: Against a noisy macro/tariff backdrop we view AI as the best/safest growth vector" @Beth_Kindig on X 2025-04-22 16:43:49 UTC 161.1K followers, 37.1K engagements
"OpenAI is working to integrate a payment checkout system into ChatGPT and any merchants fulfilling orders via the checkout system will pay a commission to OpenAI. $MSFT $AMZN $GOOG" @Beth_Kindig on X 2025-07-23 15:20:08 UTC 161.1K followers, 24.6K engagements
"TSMC $TSM is ultimately aiming to shift XX% of its 2nm manufacturing to the US though the timeline for when all of its advanced fabs in Arizona will be ready for volume production remains vague. $NVDA $AMD $AVGO $AAPL" @Beth_Kindig on X 2025-07-27 14:06:28 UTC 161.1K followers, 24.4K engagements