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@Beth_Kindig Avatar @Beth_Kindig Beth Kindig

Nvidia is experiencing high demand for its AI chips, with reports of a bottleneck in power supply and a massive $XXXX billion agreement with CoreWeave to support AI cloud infrastructure. The company's data center revenue is expected to surge, with estimates suggesting it could reach $XXX billion in fiscal 2027. Major tech companies, including Amazon, Microsoft, and Oracle, are investing heavily in AI infrastructure, with significant deals and partnerships announced recently.

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Social Influence

Social category influence stocks #1547 technology brands #7782 finance #4264 cryptocurrencies #4381 countries XXXX% vc firms XXXX% exchanges XXXX%

Social topic influence $nvda #48, ai #3081, $goog #15, $amzn #56, $msft #18, $orcl #33, nvda #226, $amd #42, $avgo #15, bio #2159

Top accounts mentioned or mentioned by @grok @fees75 @teshen8lin @moe_0079 @thetechinvest @loniecho32311 @bedurion @tonitrades_ @jeffw008 @cvpayne @plana_thru_z @germain_franck @scott_p_3083 @john70930858164 @ricardo_celini @fllw_the_light @brkmystery @loubasenese @railwayinvestor @kei3ri2

Top assets mentioned NVIDIA Corp. (NVDA) Alphabet Inc Class A (GOOGL) Amazon.com, Inc. (AMZN) Microsoft Corp. (MSFT) Oracle Corporation (ORCL) Advanced Micro Devices (AMD) Broadcom, Inc. (AVGO) Morgan Stanley (MS) Bitcoin (BTC) Micron Technology, Inc. (MU) Alibaba Group (BABA) TeraWulf Inc. (WULF) Metadium (META) Snowflake, Inc. (SNOW) Applied Blockchain, Inc. Common Stock (APLD) IREN Limited (IREN) IBM (IBM) Confluent, Inc. Class A Common Stock (CFLT) Taiwan Semiconductor (TSM) Apple, Inc. (AAPL) NextEra Energy Inc (NEE) Heroes of NFT (HON) Honeywell International Inc (HON) QUALCOMM, Inc. (QCOM) Salesforce Inc (CRM) Intel Corporation (INTC) Cream (CRM) MongoDB, Inc. (MDB) Marvell Technology Inc (MRVL) Synopsys, Inc. (SNPS) Bloom Energy Corporation (BE) Cipher Mining Inc. Common Stock (CIFR)

Top Social Posts

Top posts by engagements in the last XX hours

"Morgan Stanley now projects data centers needing 72GW of power from 2025 through 2028 with the potential power shortfall widening from 44GW to 47GW. $MSFT $AMZN $GOOG $ORCL"
X Link 2025-12-07T19:13Z 169.9K followers, 188.6K engagements

"Alibabas $BABA Cloud revenue accelerated another X points to XX% YoY in Q3 marking an impressive acceleration from just X% growth eight quarters ago riding rising AI demand. $MSFT $GOOG $NVDA"
X Link 2025-12-08T20:15Z 169.9K followers, 74.3K engagements

"Alibaba $BABA CEO Eddie Wu said that Alibaba Cloud server infrastructure is seriously lagging behind the growth rate of customer orders. Our backlog of orders continues to expand"
X Link 2025-12-09T16:17Z 169.9K followers, 75.2K engagements

"I am raising my 2030 target on Nvidia $NVDA from $XX trillion to $XX trillion market cap. It may sound extreme but my new analysis lays out a data-driven fundamentally grounded case for how Nvidia can realistically reach a $XX trillion market cap by 2030. Link in bio"
X Link 2025-11-19T14:38Z 169.9K followers, 1.1M engagements

"I believe the greatest risk is not that of an AI bubble or other speculative fears circling Nvidia $NVDA but rather that investors miss out on what may be one of the strongest investing opportunities of our lifetime. I break down what this opportunity is in this weeks newsletter link in bio"
X Link 2025-12-04T15:35Z 169.9K followers, 66.4K engagements

"IBM $IBM is buying Confluent $CFLT for $XX billion in an all-cash deal in a move aimed at strengthening IBM's AI and cloud services portfolio"
X Link 2025-12-08T15:23Z 169.9K followers, 27K engagements

"TSMC's $TSM monthly revenue rose XXXX% YoY to NT$343.6B ($11.23B) driven by AI demand and marking its third highest monthly revenue on record. YTD revenue reached NT$3.47T up XXXX% YoY. $NVDA $AMD $AVGO $AAPL"
X Link 2025-12-10T20:33Z 169.9K followers, 20.6K engagements

"Microsoft $MSFT is investing more than $XXX billion in Canada over the next two years to expand its AI infrastructure and its Azure Local cloud offering with new capacity expected to start coming online in late 2026. $GOOG $AMZN"
X Link 2025-12-09T22:20Z 169.9K followers, 21.5K engagements

"Oracle CTO Larry Ellison: "We are now committed to a policy of chip neutrality where we work closely with all our CPU and GPU suppliers. Of course we will continue to buy the latest GPUs from Nvidia but we need to be prepared and able to deploy whatever chips our customers want to buy. There are going to be a lot of changes in AI technology over the next few years and we must remain agile in response to those changes." $ORCL $NVDA $AMD"
X Link 2025-12-10T21:34Z 169.9K followers, 69.3K engagements

"BloombergNEF now projects data center power demand in the US will reach 106GW by 2035 a XX% increase compared to its projection from just seven months ago. $MSFT $AMZN $GOOG $ORCL $NVDA"
X Link 2025-12-05T22:01Z 169.9K followers, 24.8K engagements

"Google Cloud $GOOG and NextEra Energy $NEE are partnering to develop multiple GW-scale data center sites with accompanying generation. The two already have 3.5GW in operation or contracted"
X Link 2025-12-09T16:25Z 169.9K followers, 26.1K engagements

"It has been no secret that Nvidia $NVDA has dominated the AI training cycle as its data center revenue has risen 12X in ten quarters yet the forthcoming AI inference wave means the AI accelerator industry will widen beyond Nvidia and benefit other stocks such as Broadcom $AVGO"
X Link 2025-12-11T18:45Z 169.9K followers, 29.9K engagements

"Nvidia $NVDA and Schneider Electric have unveiled an AI data center infrastructure and cooling design capable of supporting high-density GPU clusters up to XXX kW per rack. The customizable designs will be used for GB200 NVL72 servers"
X Link 2024-12-04T18:21Z 169.8K followers, 48.7K engagements

"Honeywells $HON quantum computing company Quantinuum recently raised $XXX million from Nvidias $NVDA VC arm Quanta Computer and others valuing it at $XX billion. Quantinuum has been raising capital in preparation for a potential spinoff by the end of 2027"
X Link 2025-09-12T21:08Z 169.8K followers, 24.4K engagements

"AI robotics startup Figure raised $X billion in its latest funding round valuing the firm at $XX billion with participation from Nvidia $NVDA Salesforce $CRM Intel Capital $INTC and Qualcomm Ventures $QCOM"
X Link 2025-09-16T15:24Z 169.8K followers, 29K engagements

"Quanta Computer's AI server head recently said that orders for Nvidia's $NVDA GB300 are "unimaginable" as the firm works to expand production capacity worldwide"
X Link 2025-09-23T15:18Z 169.8K followers, 67.8K engagements

"TeraWulf $WULF CEO Paul Prager: I think the shortfall in energy is real. It's greater than I think originally forecast and the demand for energy by users like these high load data centers is more significant than was originally forecast. For our Pro and Discovery members we have looked deeply into the power problem where hyperscalers are turning for power and multiple beneficiaries of this trend. $MSFT $AMZN $GOOG"
X Link 2025-11-17T18:51Z 169.9K followers, 34.4K engagements

"The Mag X account for XX% of the S&P 500s net income over the last XX months per Dow Jones data"
X Link 2025-11-23T18:59Z 169.8K followers, 18.5K engagements

"With @BloombergAsia I pointed out the one number from Nvidias $NVDA report that surprised me the most and explained the fundamental backing for my updated $XX trillion 2030 market cap thesis"
X Link 2025-11-28T19:39Z 169.8K followers, 64.3K engagements

"In August the I/O Fund warned that Bitcoin $BTC was entering a high-risk phase as global liquidity stalled and sentiment patterns flashed caution. Since then Bitcoin has fallen more than -35%. This week we return with a new analysis that takesa fresh look at liquidity and one influential factor that could determine which direction BTC heads next"
X Link 2025-11-28T21:38Z 169.8K followers, 51.9K engagements

"UBS has boosted its Rubin GPU unit forecast for next year by XX% now estimating X million GPU shipments up from XXX million. $NVDA"
X Link 2025-11-29T18:40Z 169.8K followers, 80.7K engagements

"Nvidia's $NVDA shift to LPDDR memory for servers could cause server-memory chip prices to double by the end next year per Counterpoint Research. $AMD $MU"
X Link 2025-11-29T21:21Z 169.8K followers, 106.2K engagements

"Oracles $ORCL adjusted net debt is projected to triple from 2025 to 2028 reaching nearly $XXX billion with the company expected to borrow tens of billions to fund its infrastructure buildout for OpenAI per Morgan Stanley. $MSFT $NVDA"
X Link 2025-11-30T22:10Z 169.9K followers, 50.7K engagements

"While everyone debates $NVDA GPUs vs $GOOG TPUs my team has quietly sat back and enjoyed one of our top AI networking positions rising XX% after its recent blowout earnings report. If you want deeper actionable research on the lesser-known AI suppliers powering Nvidia and Big Techs custom silicon consider joining our research site with a limited $XXX off for Black Friday. Link in bio"
X Link 2025-12-02T16:31Z 169.9K followers, 44.4K engagements

"Databricks is in talks to raise $X billion at a $XXX billion valuation or approximately 32x its projected 2025 revenue of $XXX billion. $SNOW $AMZN $MDB"
X Link 2025-12-02T21:21Z 169.9K followers, 45.5K engagements

"Marvell $MRVL confirmed that it is acquiring optical interconnect startup Celestial AI for $XXXX billion including $X billion in cash and 27.2M shares. Marvell expects "meaningful revenue contributions" from Celestial AI reaching a $500M annualized run rate in Q4 FY28 and doubling to a $1B run rate by Q4 FY29. $AMZN $AVGO $NVDA"
X Link 2025-12-02T23:22Z 169.8K followers, 30.1K engagements

"Micron $MU is preparing a $XXX billion HBM fab in Japan to meet rising demand with construction of the new fab slated to begin around May 2026 with shipments following in 2028. $AMD $NVDA"
X Link 2025-12-03T17:03Z 169.8K followers, 23.7K engagements

"Snowflake $SNOW announced a $XXX million multi-year deal with Anthropic integrating its Claude models on Snowflake's platform to help enterprises build and deploy AI agents. $AMZN $MSFT $GOOG"
X Link 2025-12-03T23:10Z 169.8K followers, 22.4K engagements

"Samsung is said to be in discussions with Nvidia $NVDA over HBM4 pricing with reports suggesting the next-gen HBM will be priced in parity with SK Hynix in the mid-$500 range up more than XX% from SK Hynixs HBM3e in the mid-$300 range. $MU"
X Link 2025-12-04T16:22Z 169.8K followers, 22.8K engagements

"The IEA estimates that $XXX billion will be spent this year on AI infrastructure or $XX billion more than what will be spent on global oil supply"
X Link 2025-12-04T16:45Z 169.8K followers, 25.2K engagements

"About X months ago the market thought $GOOGL was toast bc Chat-GPT's success was going to threaten search (where Google clearly owns the market). Now the market has not only reversed it's "feelings" on Google but grown quite ambitious - as just today - the market thinks $GOOGL is so strong it can overtake $NVDA on custom silicon (where Nvidia clearly owns the market with GPUs). Nevermind that TPUs have been around for nearly a decade. Crazy how market sentiment works huh"
X Link 2025-11-25T17:44Z 169.9K followers, 120.2K engagements

"Amazon $AMZN revealed its new 'AI Factories' bringing dedicated AWS AI infrastructure directly to customers' own data centers for their exclusive use. The AI Factories will integrate Nvidia's $NVDA latest GPUs with AWS' Trainium chips and low-latency networking to help deploy AI applications at scale"
X Link 2025-12-03T15:52Z 169.9K followers, 41K engagements

"Data generated is estimated to triple from 2024 to 2029 from XXX ZB to XXX ZB per IDC. To put this in perspective X ZB is approximately equivalent to nearly X billion 256GB iPhones or from 2024 through 2029 350x that"
X Link 2025-10-20T20:43Z 169.9K followers, 36.8K engagements

"Is there room for one more in the Old Boys' Club Stanley Druckenmiller: XXXX% Ray Dalio: XXXX% Bill Ackman: XXXX% I/O Fund: 15.50%"
X Link 2023-05-17T17:11Z 169.9K followers, 1M engagements

"If 2025 was the year for scale-up architecture with Nvidias $NVDA Blackwell racks then 2026 will be the year that AI energy makes its importance known. Join today with one of our Black Friday deals to find out what were watching in the AI energy market"
X Link 2025-11-28T17:04Z 169.9K followers, 63.4K engagements

"Nvidia $NVDA is investing $X billion into chip design software firm Synopsys $SNPS as part of an expanded multi-year engineering and design partnership aiming to accelerate Synopsys applications utilizing Nvidias CUDA-X libraries advancing agentic AI engineering and more"
X Link 2025-12-01T17:17Z 169.9K followers, 30.6K engagements

"AMD-backed cloud startup Vultr is building a 50MW 24000 AMD MI355X GPU cluster in Ohio spending more than $X billion on the facility expected to come online in early 2026. $AMD $NVDA"
X Link 2025-12-02T17:20Z 169.9K followers, 23.5K engagements

"Is it too soon to raise my $XX trillion market cap by 2030 prediction for $NVDA"
X Link 2025-12-03T18:04Z 169.9K followers, 199.5K engagements

"There's been plenty of chatter about bubbles TPUs China supply chains and other worries - yet these were immaterial to Nvidia's $NVDA latest earnings and outlook. Therefore I maintain the bigger risk is not that AI falters but that investors miss what I've dubbed the incoming AI Monetization Supercycle"
X Link 2025-12-04T19:26Z 169.9K followers, 92.4K engagements

"Oppenheimer on Amazon $AMZN: "AWS is planning to double capacity through 2027 after having doubled since 2022 with 'at least' 1GW added in 4Q. Our analysis suggests $X billion historical revenue per incremental GW. Applying this to the forward GW forecast with pricng discounts suggests 14%/22% upside to Street 2026/2027 AWS revenue including X% upside in 4Q.""
X Link 2025-12-05T15:06Z 169.9K followers, 56.1K engagements

"Nvidias $NVDA results provide a strong message that AI is not in a bubble. While many are busy debating this point we are laser focused onidentifyingthe companies that are going tobenefitfrom the monetization of AI. For a limited time we are offering $XXX off on our Advancedtierwithreal-time trade alerts webinars deepdivesand access to our portfolio. This Black Friday deal expiressoononDecember 8th"
X Link 2025-12-05T19:21Z 169.9K followers, 27.9K engagements

"Google $GOOG on its chip offerings: Google Cloud is experiencing accelerating demand for both our custom TPUs and NVIDIA $NVDA GPUs; we are committed to supporting both as we have for years"
X Link 2025-12-06T14:43Z 169.9K followers, 77.9K engagements

"AI training and inference are projected to account for almost XX% of the US total data center capacity by 2035 per BloombergNEF driving data center utilization XX points higher from XX% to 69%. $NVDA $AMD $MSFT $GOOG $AMZN $ORCL"
X Link 2025-12-07T15:59Z 169.9K followers, 28.5K engagements

"The firm estimates that time to power solutions could help bridge the gap with 15-20GW from gas turbines 5-8GW from fuel cells and 10-15GW from Bitcoin sites. $BE $IREN $APLD $NVDA"
X Link 2025-12-07T20:06Z 169.9K followers, 111.6K engagements

"This year my firm has XX positions beating the Nasdaq YTD up from ten positions last year helping to cement the I/O Fund as one of the worlds leading AI portfolios. Our cumulative return of XXX% over a five-year period would rank us #2 if we were a hedge fund and #5 if we were an ETF notably this strong cumulative return does not yet include our 2025 performance. For a limited time we are offering $XXX off on our Advanced tier with real-time trade alerts webinars deep dives and access to our portfolio. This Black Friday deal expires soon on December 8th"
X Link 2025-12-08T15:57Z 169.9K followers, 41.6K engagements

"ChatGPT has reportedly reached XXX million weekly active users representing growth of XXX million in less than two months. $MSFT $AMZN $GOOG $ORCL"
X Link 2025-12-09T19:38Z 169.9K followers, 55.1K engagements

"Bitcoin miner debt is estimated to have ballooned 6X from Q2 XX to Q2 XX from $2.1B to $12.7B as miners raise capital to progress with AI pivots per VanEck. By mid-October miner debt is estimated to be nearly $22B up more than 10X from Q2 XX. $IREN $APLD $WULF $CIFR"
X Link 2025-12-09T21:41Z 169.9K followers, 41.2K engagements

"Oracle $ORCL reported XX% QoQ growth to $XXX billion in RPO in FQ2 driven by new commitments from Meta $META Nvidia $NVDA and others"
X Link 2025-12-10T21:18Z 169.9K followers, 66.7K engagements

"Oracle's $ORCL IaaS revenue accelerated from XX% to XX% YoY in Q2 with revenue of $XXX billion in Q2. Total Cloud revenue was $XXX billion accelerating from XX% to XX% growth"
X Link 2025-12-10T21:23Z 169.9K followers, 47.2K engagements

"While many are wondering if we are in dot-com territory I am asserting that AI's most powerful move has not even begun. Last week I wrote about the strength of $NVDA positioning. This week I wrote about another company in pole position to benefit from AIs Monetization Supercycle. Newsletter goes out in X hours. Link in bio"
X Link 2025-12-11T13:52Z 169.9K followers, 30.8K engagements

"Join me on Making Money with @cvpayne at X pm EST today where I will talk about Broadcom Oracle and what is going on with Nvidia's stock $AVGO $ORCL $NVDA"
X Link 2025-12-11T17:03Z 169.9K followers, 12.5K engagements

"Broadcom $AVGO reported XX% YoY growth in AI revenue in Q4 and guided for AI revenue to double in Q1 a XX point sequential acceleration driven by strong demand from custom AI accelerators and Ethernet switches"
X Link 2025-12-11T21:25Z 169.9K followers, 30.6K engagements