@Beth_Kindig Beth Kindig

Nvidia is experiencing high demand for its AI chips, with reports of a bottleneck in power supply and a massive $1.17 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 $351 billion in fiscal [----]. 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 #2626 technology brands 87.9% finance 21.66% countries 4.46% cryptocurrencies #1558 automotive brands 3.18% fashion brands 2.55% currencies 1.27% financial services 1.27% vc firms 0.64%

Social topic influence $nvda #102, ai #3328, $amzn #19, $msft #8, $goog #2, $amd #13, $avgo #14, more than #648, meta #975, $meta #11

Top accounts mentioned or mentioned by @cvpayne @fossilwhisperer @grok @wordslopai @knoxridley @bethkindig @cryptodaaddy @pixelkrashers @william_r2rclub @ycharts @reisoleil @allincleveland @danrunner42 @freesites_com @next100baggers @redhawk131488 @ai_hyperbull @majorocelot45 @rileyisbuilding @rudra__chakrin

Top assets mentioned NVIDIA Corp. (NVDA) Amazon.com, Inc. (AMZN) Microsoft Corp. (MSFT) Alphabet Inc Class A (GOOGL) Advanced Micro Devices (AMD) Broadcom, Inc. (AVGO) Metadium (META) Taiwan Semiconductor (TSM) Oracle Corporation (ORCL) Micron Technology, Inc. (MU) Morgan Stanley (MS) Apple, Inc. (AAPL) Palantir Technologies Inc. (PLTR) Bitcoin (BTC) QUALCOMM, Inc. (QCOM) Super Micro Computer, Inc. Common Stock (SMCI) Tesla, Inc. (TSLA) Intel Corporation (INTC) Snowflake Inc. (SNOW) United Microelectronic Corp. (UMC) Astera Labs, Inc. (ALAB) Corning Incorporated (GLW) Dell Technologies, Inc. (DELL) Cloudflare, Inc. (NET) Marvell Technology Inc (MRVL) Goldman Sachs (GS) Texas Instruments (TXN) KLA Corp (KLAC) Universal Display Corp (OLED)

Top Social Posts

Top posts by engagements in the last [--] hours

"These stocks have the highest profit margins over the past year: Visa $V: 51% Taiwan Semiconductor $TSM: 43% Texas Instruments $TXN: 43% Broadcom $AVGO: 34% Microsoft $MSFT: 34% Universal Display $OLED: 34% Tencent $TCEHY: 34% KLA Corp $KLAC: 32% United Microelectronics $UMC: 32% Qualcomm $QCOM: 29% @ycharts https://twitter.com/i/web/status/1686594532773892096 https://twitter.com/i/web/status/1686594532773892096"
X Link 2023-08-02T04:27Z 172K followers, 60.9K engagements

"Only ten tech stocks with gross profit margins 75% and double-digit profit margins are forecast to see double-digit revenue growth this year: $CDNS: 89.4% gross; 23.4% net; +14.4% growth $ANSS: 88.2% gross; 25.7% net; +10.7% growth $PRGS: 83.5% gross; 12.5% net; +14.7% growth $GEN: 82.4% gross; 40.4% net; +15.7% growth $QLYS: 79.1% gross; 22.0% net; +13.1% growth $SNPS: 78.5% gross; 17.4% net; +14.4% growth $INTU: 78.5% gross; 15.9% net; +12.4% growth $DSGX: 76.6% gross; 21.4% net; +15.5% growth $FTNT: 75.9% gross; 20.5% net; +23.8% growth $RMBS: 75.1% gross; 11.8% net; +30.5% growth"
X Link 2023-08-06T13:34Z 171.9K followers, 97K engagements

"These stocks had the lowest stock based compensation per share over the past year: Aehr Test Systems $AEHR: [--] Super Micro Computer $SMCI: [--] Synaptics $SYNA: [--] AT&T $T: [--] Verizon $VZ: [--] Taiwan Semiconductor $TSM: [-----] United Microelectronics $UMC: [----] First Solar $FSLR: [----] Fortinet $FTNT: [----] Palantir $PLTR: [----] Visa $V: [----] Microchip $MCHP: [----] @ycharts https://twitter.com/i/web/status/1693720375824453875 https://twitter.com/i/web/status/1693720375824453875"
X Link 2023-08-21T20:23Z 172K followers, 30K 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 172K followers, 67.8K engagements

"Arm $ARM CEO Rene Haas: One thing that's become quite evident is that power has become the bottleneck for everyone and power not only means access to energy but everything underneath it in terms of infrastructure build-out turbines transformers everything associated with generating power. $NVDA $AMD $MSFT $AMZN $GOOG https://twitter.com/i/web/status/1988354834349920743 https://twitter.com/i/web/status/1988354834349920743"
X Link 2025-11-11T21:15Z 171.9K followers, 57.6K engagements

"I/O Fund media highlights from 2025: In July I joined David Ingles and Yvonne Man on Bloomberg The China Show where I shared my thoughts on Teslas Q2 performance Alphabets AI spending and the Best AI stocks. From the AI stocks Astera Labs is up 35% since this conversation in July and $ALAB is up 75% since a conversation on Making Money at the end of May. $TSLA $GOOG https://io-fund.com/ai-stocks/nvidia-ai-stocks-io-fund-2025-highlights https://io-fund.com/ai-stocks/nvidia-ai-stocks-io-fund-2025-highlights"
X Link 2025-12-28T21:57Z 172K followers, 28.9K engagements

""In tech investing timing is the difference between average and extraordinary returns. For example if an investor bought Astera Labs at the beginning of the year the return would be only 27% compared to buying the stock at the beginning of April would have a staggering gain of 269% a difference of 242% within a short period of one quarter. This is exactly what the I/O Fund did adding to current positions like Nvidia $NVDA while also building new positions in four additional lesser-known AI stocks with strong outperformance. Our system of using technical analysis to layer into a position gave"
X Link 2026-01-06T22:02Z 172K followers, 17.1K engagements

"Nvidia $NVDA is expected to generate more than $158 billion in free cash flow in fiscal [----] up from $97 billion estimated for fiscal [----]. For comparison FY27s estimate is more than 40X higher than 2023s $3.8 billion"
X Link 2026-01-11T17:12Z 172K followers, 160.6K engagements

"The I/O Fund has long held that risk management should carry equal weight to alpha generation. As a result some of our most important wins are not always reflected in returns but in losses avoided. In August we hosted a rare public one-hour webinarour only free webinar of the yearto walk through why a Bitcoin $BTC selloff was increasingly likely. At the time Co-Portfolio Manager @knox_ridley was confident enough in his analysis to openly challenge lofty crypto price targets referring to consensus optimism as the herd. Read more below."
X Link 2026-01-12T21:39Z 171.9K followers, 15.9K engagements

"AI training and inference demand is expected to more than triple by [----] rising from 44GW in [----] to more than 155GW by [----]. $NVDA $AMD $AVGO"
X Link 2026-01-18T23:50Z 172K followers, 74K engagements

"Nvidias $NVDA first Rubin shipments could be as early as August this year according to a Quanta Computer executive though this would be in small volume"
X Link 2026-01-23T23:01Z 172K followers, 44.1K engagements

"Meta $META is committing to pay up to $6 billion through [----] to Corning $GLW for optical fiber and connectivity products for its AI data centers including its 1GW Prometheus campus and its 5GW Hyperion campus"
X Link 2026-01-27T21:22Z 171.9K followers, 51K engagements

"Corning $GLW CEO Wendell Weeks says that [--] million miles of optical fiber will be needed in Meta's $META 5GW Hyperion campus alone per CNBC. Meta $META is committing to pay up to $6 billion through [----] to Corning $GLW for optical fiber and connectivity products for its AI data centers including its 1GW Prometheus campus and its 5GW Hyperion campus. Meta $META is committing to pay up to $6 billion through [----] to Corning $GLW for optical fiber and connectivity products for its AI data centers including its 1GW Prometheus campus and its 5GW Hyperion campus"
X Link 2026-01-27T22:30Z 171.9K followers, 45.3K engagements

"ASML $ASML reported a record [----] billion ($15.8 billion) in bookings in Q4 nearly double the estimate of [----] billion. EUV machines accounted for more than half of bookings at [---] billion. $TSM $AMAT $LRCX $NVDA"
X Link 2026-01-28T16:02Z 171.9K followers, 18.7K engagements

"Microsoft $MSFT reported $81.3 billion in revenue in fiscal Q2 up 17% YoY while adjusted EPS rose 24% to $4.14 beating estimates for $80.3 billion and $3.92. Azure revenue grew 39% YoY and 38% in constant currency a [--] point deceleration from Q1. $AMZN $GOOG"
X Link 2026-01-28T21:23Z 171.9K followers, 60.4K engagements

"Meta $META guided for $115-135 billion in capex for [----] up 73% YoY at midpoint and more than 3X the $39.2 billion it spent in just [----]. $NVDA $AVGO Meta $META reported Q4 revenue up 23.8% YoY to $59.89 billion ahead of estimates for $58.47 billion while EPS was $8.88 ahead of estimates for $8.22. For Q1 Meta guided for revenue of $53.5-56.5 billion up 30% YoY at midpoint and ahead of estimates for $51.47 billion. Meta $META reported Q4 revenue up 23.8% YoY to $59.89 billion ahead of estimates for $58.47 billion while EPS was $8.88 ahead of estimates for $8.22. For Q1 Meta guided for revenue"
X Link 2026-01-28T21:42Z 171.9K followers, 26.1K engagements

"Samsung reportedly is planning to start production of its HBM4 next month to supply to Nvidia $NVDA with reports saying the company has passed qualification tests for both Nvidia and AMD $AMD. $MU"
X Link 2026-01-29T23:08Z 172K followers, 26.5K engagements

"SoftBank is reportedly looking to invest up to an additional $30 billion in OpenAI as part of a potential $100 billion funding round that would value the ChatGPT parent at $830 billion per the WSJ. $META $AMZN $NVDA $GOOG"
X Link 2026-01-29T23:16Z 171.9K followers, 21.8K engagements

"ChatGPTs share of direct web traffic among AI chatbots is around 64-65% down from 86% a year ago per Similarweb while $GOOG Geminis share has risen 315% to 21-22% on rising user adoption. $MSFT $ORCL $AMZN $NVDA"
X Link 2026-01-30T18:26Z 171.9K followers, 25.2K engagements

"I apologize to my Research Members for ruining your weekend My quarterly Top [--] AI Stocks Report for Q1 [----] runs [--] pages and over [-----] words nearly a novel. Don't miss this report that breaks down where AI dollars are flowing today and the stocks at the center of this massive shift. Link in bio. https://twitter.com/i/web/status/2017315968368713918 https://twitter.com/i/web/status/2017315968368713918"
X Link 2026-01-30T19:16Z 172K followers, 54K engagements

"Taiwans exports accelerated from 39.5% YoY in November to 43.8% YoY in December above expectations for 36.1-39.8% with January exports expected to accelerate further to 45.7-49.9% YoY on strong AI demand. $NVDA $TSM $AVGO $AMD"
X Link 2026-01-30T22:03Z 171.9K followers, 29.4K engagements

"TrendForce projects that the global memory market could rise 134% YoY in [----] to $551.6 billion with DRAM revenue up 144% to $404.3 billion on strong CSP demand tight DRAM supply and strong price hikes. $MU $AMD $NVDA $AVGO"
X Link 2026-01-30T23:18Z 172K followers, 77.8K engagements

"By [----] TrendForce projects the memory market to rise another 53% YoY to $842.7 billion again led by DRAM with growth of 65% YoY to $667 billion. This would represent approximately 7X growth in DRAM revenue from 2024s $95.9 billion. $MU $AMD $NVDA $AVGO TrendForce projects that the global memory market could rise 134% YoY in [----] to $551.6 billion with DRAM revenue up 144% to $404.3 billion on strong CSP demand tight DRAM supply and strong price hikes. $MU $AMD $NVDA $AVGO TrendForce projects that the global memory market could rise 134% YoY in [----] to $551.6 billion with DRAM revenue up 144%"
X Link 2026-01-31T21:27Z 172K followers, 56.3K engagements

"Counterpoint Research estimates that cumulative AI ASICs shipments will reach [--] million at the top [--] hyperscalers from [----] through [----] with [--] million shipments in [----]. $AVGO $GOOG $META $MSFT"
X Link 2026-01-31T22:31Z 172.1K followers, 19.5K engagements

"This week I spoiled I/O Fund Members with a 60+ page report on the Top [--] AI Stocks for Q1 [----]. Don't miss this in-depth report detailing many under-the-radar stocks leading the three key pillars of AI: networking inference and energy. Link in bio"
X Link 2026-02-01T00:37Z 172K followers, 22.9K engagements

"AI server shipments are forecast to rise 28% YoY in [----] accelerating from 24% in [----] per TrendForce with the $NVDA GB300 serving as a main driver. $AVGO $AMD"
X Link 2026-02-01T19:08Z 172K followers, 54.3K engagements

"The market share of ASICs-based servers is projected to reach nearly 28% in [----] up from 21% in [----] with TrendForce pointing to Google and Meta expanding ASICs as key drivers. $AVGO $META $GOOG $AMZN $NVDA AI server shipments are forecast to rise 28% YoY in [----] accelerating from 24% in [----] per TrendForce with the $NVDA GB300 serving as a main driver. $AVGO $AMD AI server shipments are forecast to rise 28% YoY in [----] accelerating from 24% in [----] per TrendForce with the $NVDA GB300 serving as a main driver. $AVGO $AMD"
X Link 2026-02-01T22:41Z 172.1K followers, 33.3K engagements

"While Big Techs capex remains a useful barometer for AI demand TSMCs capex plans send a more powerful signal on the durability of AI chip growth. Below we break down how TSMCs $TSM capex and commentary reinforce confidence in a multi-year AI accelerator megatrend ahead and what it means for the stock. $NVDA $AMD $AVGO https://io-fund.com/ai-stocks/future-ai-stocks-tsmc-megatrend https://io-fund.com/ai-stocks/future-ai-stocks-tsmc-megatrend"
X Link 2026-02-02T14:45Z 172.1K followers, 22.7K engagements

"Nvidia Amazon and Microsoft are said to be in talks to invest up to $60 billion in OpenAI with Nvidia said to invest up to $30 billion Microsoft less than $10 billion and Amazon more than $10 or $20 billion. However some reports suggest Amazon could invest up to $50 billion. $NVDA $AMZN $MSFT $GOOG https://twitter.com/i/web/status/2018361164841824272 https://twitter.com/i/web/status/2018361164841824272"
X Link 2026-02-02T16:29Z 172K followers, 90.5K engagements

"Oracle $ORCL is planning to raise between $45-50 billion through a combination of debt and equity to help build cloud capacity to meet demand with a bond sale launched today expected to raise $20-25 billion. $NVDA $AMD $MSFT $GOOG $AMZN"
X Link 2026-02-02T17:07Z 172K followers, 15.1K engagements

"Palantir $PLTR reported 70% revenue growth in Q4 to $1.407 billion accelerating from 62.8% growth in Q3. Q1 revenue was guided to be $1.532-1.536 billion or a [---] point acceleration to 73.6% YoY at midpoint"
X Link 2026-02-02T23:19Z 172K followers, 81.7K engagements

"Palantir's $PLTR US commercial revenue accelerated to its fastest growth rate since the start of [----] at 137% YoY in Q4 to $507 million. The segment's growth has accelerated [--] points since Q1's 71% YoY growth"
X Link 2026-02-02T23:23Z 172.1K followers, 14K engagements

"Palantir $PLTR also guided for [----] revenue to be $7.19 billion at midpoint accelerating from 56.1% YoY in [----] to 60.7% and coming in $900 million ahead of consensus for $6.29 billion. Palantir $PLTR reported 70% revenue growth in Q4 to $1.407 billion accelerating from 62.8% growth in Q3. Q1 revenue was guided to be $1.532-1.536 billion or a [---] point acceleration to 73.6% YoY at midpoint. https://t.co/0ZaNMHXYZN Palantir $PLTR reported 70% revenue growth in Q4 to $1.407 billion accelerating from 62.8% growth in Q3. Q1 revenue was guided to be $1.532-1.536 billion or a [---] point acceleration"
X Link 2026-02-02T23:46Z 172K followers, 43.9K engagements

"AI search startup Perplexity signed a three-year $750 million deal with Microsoft $MSFT to use its Foundry platform to access frontier models from OpenAI Anthropic and xAI in its first agreement signed outside of $AMZN AWS. $NVDA"
X Link 2026-02-03T16:19Z 172.1K followers, 23.4K engagements

"Amazons $AMZN investment reportedly could include separate negotiations such as OpenAI expanding its cloud services agreement with AWS or a commercial agreement with OpenAI to sell enterprise ChatGPT subscriptions to Amazon. $MSFT $NVDA $ORCL Nvidia Amazon and Microsoft are said to be in talks to invest up to $60 billion in OpenAI with Nvidia said to invest up to $30 billion Microsoft less than $10 billion and Amazon more than $10 or $20 billion. However some reports suggest Amazon could invest up to $50 Nvidia Amazon and Microsoft are said to be in talks to invest up to $60 billion in OpenAI"
X Link 2026-02-03T16:34Z 172K followers, 35.5K engagements

"AMD $AMD reported $10.27 billion in revenue in Q4 up 34% YoY and 11% QoQ with Data center revenue up 39% YoY to a record $5.4 billion. Full-year revenue rose 34% to $34.64 billion with Data center revenue up 32% to $16.6 billion. $NVDA $AVGO"
X Link 2026-02-03T21:23Z 172K followers, 35.4K engagements

"Despite Meta $META guiding for $115-135B in capex for [----] up nearly $53B YoY at midpoint CFO Susan Li said Meta will "likely still be constrained through much of [----] until additional capacity from our own facilities comes online later in the year. $NVDA $AMD $AVGO"
X Link 2026-02-04T15:48Z 172K followers, 17.3K engagements

"Tune in to Making Money with @cvpayne at 2pm EST where I share my thoughts on the recent software stock selloff"
X Link 2026-02-09T18:32Z 172K followers, 10.7K engagements

"Snowflake $SNOW recently entered into a $200 million partnership with OpenAI to integrate its AI models into Snowflake's platform and make them available across Azure AWS and Google Cloud. $MSFT $AMZN $GOOG"
X Link 2026-02-10T19:50Z 172K followers, 20.7K engagements

"RT @Beth_Kindig: TSMC $TSM reported January revenue up 36.8% YoY and 19.8% MoM to NT$401.3B accelerating from 20.4% YoY growth in December"
X Link 2026-02-11T22:02Z 172.1K followers, [--] engagements

"RT @Beth_Kindig: Alphabet $GOOG CEO Sundar Pichai: Our first party models like Gemini now process over [--] billion tokens per minute vi"
X Link 2026-02-11T22:02Z 172.1K followers, [--] engagements

"RT @Beth_Kindig: At this rate Google is now processing more than [--] quadrillion tokens annualized. $GOOG $MSFT $AMZN $NVDA"
X Link 2026-02-12T01:16Z 172.1K followers, [--] 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 [---] kW per rack. The customizable designs will be used for GB200 NVL72 servers"
X Link 2024-12-04T18:21Z 172K followers, 48.8K engagements

"Nvidias $NVDA next-generation Blackwell Ultra GB300 servers are expected to hit the market in mid-2025 featuring much faster performance and requiring fully-liquid cooled racks. $AMD $SMCI $DELL https://t.co/eNBy5z25rn https://t.co/eNBy5z25rn"
X Link 2024-12-10T19:43Z 172K followers, 60.4K engagements

"AI robotics startup Figure raised $1 billion in its latest funding round valuing the firm at $39 billion with participation from Nvidia $NVDA Salesforce $CRM Intel Capital $INTC and Qualcomm Ventures $QCOM"
X Link 2025-09-16T15:24Z 172K followers, 29K engagements

"AI cloud startup Fluidstack is said to be in talks to raise $700 million in funding at a $7 billion valuation with the company striking deals to develop data centers with TeraWulf $WULF and Cipher Mining $CIFR. $GOOG $NVDA"
X Link 2025-12-12T19:25Z 172K followers, 51.5K engagements

"Data center developers expect one-fifth of sites to exceed 1GW by [----] and one-third by [----] up from just one-tenth today per Bloom. $MSFT $AMZN $GOOG $ORCL $NVDA"
X Link 2026-01-31T16:05Z 172K followers, 54.7K engagements

"TSMCs $TSM 2nm capacity is reportedly almost fully booked with Apple $AAPL said to take more than half of capacity this year while GPUs and ASICs from AMD $AMD Google $GOOG and Amazon $AMZN are expected to ramp in [----] on the node"
X Link 2026-02-09T19:55Z 172.1K followers, 39.3K engagements

"Alphabet $GOOG raised $31.5 billion in bonds earlier this week in the US UK and Swiss bond markets to help fund its AI infrastructure buildout including a rare 100-year century bond in the UK. $AMZN $MSFT $ORCL $META"
X Link 2026-02-14T22:45Z 172.1K followers, 35.2K engagements

"By [----] under its most optimistic scenario Anthropic reportedly projects $149 billion in revenue which is $3 billion more than OpenAIs projection for the same year. $MSFT $GOOG $AMZN Anthropic reportedly raised its [----] revenue forecast by 20% to $18 billion before more than tripling to $55 billion in [----]. $MSFT $GOOG $AMZN Anthropic reportedly raised its [----] revenue forecast by 20% to $18 billion before more than tripling to $55 billion in [----]. $MSFT $GOOG $AMZN"
X Link 2026-02-05T17:56Z 172.1K followers, 50.6K engagements

"Power grid delays are said to be challenging Amazons $AMZN data center expansion in Europe with company executives saying that grid connection timelines which could span [--] years are one of the biggest factors in its data center investment plans. $MSFT $GOOG $NVDA"
X Link 2026-02-09T22:34Z 172.1K followers, 69.6K engagements

"Databricks completed a $7 billion funding round including $5 billion in equity and $2 billion in debt valuing the firm at $134 billion. Databricks added that its revenue run rate surpassed $5.4 billion up 65% YoY with AI products reaching a $1.4 billion run rate. $SNOW $MSFT $AMZN $NVDA https://twitter.com/i/web/status/2020991903156797816 https://twitter.com/i/web/status/2020991903156797816"
X Link 2026-02-09T22:43Z 172.1K followers, 43.6K engagements

"Intel CEO Lip-Bu Tan: I think in terms of the AI the biggest challenge I think for a lot of my customer is memory. Memory actually there's no relief as far as I know when I talk to only [--] key players [--] of them I talked to very frequently. And then they told me that Lip-Bu there's no relief until [----]. $INTC $AMD $MU $NVDA"
X Link 2026-02-10T15:15Z 172.1K followers, 50.7K engagements

"Foxconns monthly revenue accelerated again in January to 35.5% YoY driven by strong AI demand as AI rack shipments continue to rise. $NVDA $TSM $AMD"
X Link 2026-02-12T17:12Z 172.1K followers, 20.8K engagements

"Google Cloud $GOOG notched a sharp [--] point acceleration in Q4 to 48% YoY to $17.66 billion in revenue surpassing a $70 billion run rate. $MSFT $AMZN"
X Link 2026-02-13T15:01Z 172.1K followers, 19.9K engagements

"In this weeks upcoming free newsletter the team takes a break from AI coverage to talk about what is most top of mind the broad market as key market participants such as the Mag [--] are selling off and showing concerning signs of topping. Link in bio. $SPY $BTC $MSFT $AMZN"
X Link 2026-02-05T23:08Z 172.1K followers, 20.2K engagements

"SK Hynix has reportedly secured 70% of Nvidias $NVDA HBM orders for Vera Rubin per Yonhap up from prior estimates for 50%. $MU $AMD"
X Link 2026-02-06T16:21Z 172.1K followers, 95.7K engagements

"Texas could capture nearly 30% data center market share in the US by [----] with its share expected to rise 142% over the next three years on strong data center growth per Bloom. $MSFT $AMZN $ORCL $GOOG"
X Link 2026-02-07T22:24Z 172.1K followers, 43.2K engagements

"TSMC $TSM reported January revenue up 36.8% YoY and 19.8% MoM to NT$401.3B accelerating from 20.4% YoY growth in December on strong AI demand. $NVDA $AMD $AVGO"
X Link 2026-02-11T18:07Z 172.1K followers, 20.2K engagements

"In August the I/O Fund warned that global liquidity and sentiment patterns suggested Bitcoin was nearing a top and since then $BTC has fallen nearly (48%). This week we return with a fresh look at $BTC during this selloff -- get the full details and updated price levels were watching in this weeks newsletter. Link in bio. They sold the [----] top in Bitcoin $BTC and bought the [----] low. Now they are discussing whats next in a FREE [--] hour webinar Aug [--] 4:30 PM EST w/ @knox_ridley of the I/O Fund and @V_Duchaine of WealthUmbrella. Join below to access their tactical crypto and market playbook."
X Link 2026-02-13T13:56Z 172.1K followers, 24.8K engagements

"Alphabets $20 billion US bond sale reportedly drew more than $100 billion in demand. $MSFT $META $AMZN $GOOG $ORCL Alphabet $GOOG raised $31.5 billion in bonds earlier this week in the US UK and Swiss bond markets to help fund its AI infrastructure buildout including a rare 100-year century bond in the UK. $AMZN $MSFT $ORCL $META Alphabet $GOOG raised $31.5 billion in bonds earlier this week in the US UK and Swiss bond markets to help fund its AI infrastructure buildout including a rare 100-year century bond in the UK. $AMZN $MSFT $ORCL $META"
X Link 2026-02-15T17:08Z 172.1K followers, 17.1K engagements

"Is there room for one more in the Old Boys' Club Stanley Druckenmiller: 4.61% Ray Dalio: 6.91% Bill Ackman: 9.44% I/O Fund: 15.50%"
X Link 2023-05-17T17:11Z 172.1K followers, 1.1M engagements

"Chip package substrate manufacturer Ibiden is said to be weighing faster capacity expansion plans to meet heightened demand from AI-driven clients Nvidia $NVDA AMD $AMD Intel $INTC and TSMC $TSM. Ibidens newest factory is expected to be online at 25% capacity by year end and 50% capacity in early [----] though this may not be fast enough. https://twitter.com/i/web/status/1877367592152621549 https://twitter.com/i/web/status/1877367592152621549"
X Link 2025-01-09T14:51Z 172.1K followers, 14.2K engagements

"Earlier this month I joined @cvpayne in studio to discuss my top AI stock pick for [----] -- a company solving one of the most mission-critical constraints in AI data centers: power. https://twitter.com/i/web/status/2019177320796369205 https://twitter.com/i/web/status/2019177320796369205"
X Link 2026-02-04T22:32Z 172.1K followers, 61.1K engagements

"AMD $AMD CEO Lisa Su: Based on the strength of our EPYC and Instinct road maps we are well positioned to grow Data Center segment revenue by more than 60% annually over the next [--] to [--] years and scale our AI business to tens of billions in annual revenue in [----]. $NVDA $AVGO https://twitter.com/i/web/status/2021274441137652015 https://twitter.com/i/web/status/2021274441137652015"
X Link 2026-02-10T17:25Z 172.1K followers, 42.9K engagements

"Cloudflare $NET reported Q4 revenue of $614.5 million accelerating to 33.6% YoY from 30.7% growth in Q3 and 26.5% growth at the start of [----]. For Q1 Cloudflare guided revenue to be $620-621 million decelerating to 29.5% at midpoint. $DDOG $NOW $PLTR $SNOW"
X Link 2026-02-10T23:35Z 172.1K followers, 21K engagements

"Alphabet $GOOG CEO Sundar Pichai: Our first party models like Gemini now process over [--] billion tokens per minute via direct API use by our customers and the Gemini App has grown to over [---] million monthly active users. $MSFT $AMZN $NVDA $AVGO"
X Link 2026-02-11T17:07Z 172.1K followers, 89.7K engagements

"At this rate Google is now processing more than [--] quadrillion tokens annualized. $GOOG $MSFT $AMZN $NVDA Alphabet $GOOG CEO Sundar Pichai: Our first party models like Gemini now process over [--] billion tokens per minute via direct API use by our customers and the Gemini App has grown to over [---] million monthly active users. $MSFT $AMZN $NVDA $AVGO Alphabet $GOOG CEO Sundar Pichai: Our first party models like Gemini now process over [--] billion tokens per minute via direct API use by our customers and the Gemini App has grown to over [---] million monthly active users. $MSFT $AMZN $NVDA $AVGO"
X Link 2026-02-11T21:59Z 172.1K followers, 45.1K engagements

"Anthropic says it will cover 100% of grid upgrades needed to interconnect its data centers work to bring net-new power generation online to meet its needs and cover demand-driven price effects from its data centers. $MSFT $AMZN $GOOG $ORCL"
X Link 2026-02-12T18:07Z 172.1K followers, 21.6K engagements

"Anthropic has raised $30 billion at a $380 billion valuation more than doubling its $183 billion valuation from September. $MSFT $GOOG $AMZN $NVDA"
X Link 2026-02-12T23:00Z 172.1K followers, 25.6K engagements

"in December [----] we helped guide our free readers through Bitcoins bottom and the rally that followed and later warned of a potential top in August [----]. Using the same disciplined framework that identified both prior inflection points we outline our updated outlook and revised price targets for $BTC in the analysis below. https://io-fund.com/crypto/bitcoin-after-cycle-peak https://io-fund.com/crypto/bitcoin-after-cycle-peak"
X Link 2026-02-13T20:11Z 172.1K followers, 24.2K engagements

"Bitcoin $BTC has repeatedly shown an uncanny ability to move in the opposite direction of what the prevailing narrative would suggest. With prices recently accelerating lower we return to the technical and internal metrics that helped predict and navigate the December [----] low and late [----] top to assess where Bitcoin can go from here. https://io-fund.com/crypto/bitcoin-after-cycle-peak https://io-fund.com/crypto/bitcoin-after-cycle-peak"
X Link 2026-02-15T18:42Z 172.1K followers, 19.9K engagements

"The Magnificent [--] is becoming the Magnificent [--]. Like dominos it appears that key market generals are starting to roll over. $AAPL $AMZN $GOOG $META $MSFT $NVDA $TSLA"
X Link 2024-02-05T19:48Z 172.1K followers, 370K engagements

"Despite a nearly 750% rally since October [----] Nvidias $NVDA shares are trading at nearly the same forward P/E valuation at $950 than they were in the $110s"
X Link 2024-05-21T20:15Z 172.1K followers, 117.9K engagements

"AI is projected to send electricity demand soaring: Wells Fargo estimates AI power demand could rise from 8TWh in [----] to [---] TWh by [----]. What are your favorite AI power consumption plays"
X Link 2024-06-01T21:40Z 172.1K followers, 469.8K engagements

"Nvidia $NVDA is reportedly expected to ship [-----] GB200 server racks a 50% increase to prior expectations for [-----] rack shipments. GB200 NVL36 is expected to account for [-----] units. $TSM $AMD $MSFT $META $AMZN"
X Link 2024-07-25T14:11Z 172.1K followers, 176.2K engagements

"Nvidias $NVDA Blackwell shipments are expected to be between [------] to [------] units in Q4 before rising more than 175% QoQ to [------] to [------] units in Q1 [----] according to analyst Ming-Chi Kuo"
X Link 2024-10-30T23:33Z 172.1K followers, 396K engagements

"Nvidia $NVDA has reportedly already reserved more than half of TSMC's $TSM CoWoS capacity for next year as it plans to quickly ramp Blackwell. $AMD $AVGO $QCOM $INTC"
X Link 2024-11-14T01:34Z 172.1K followers, 79.4K engagements

"Nvidia claims 80% to 85% of AI spend . and due to a 1-year product road map $NVDA is only going to accelerate the rate in which they meet this demand. @Varneyco"
X Link 2024-11-22T18:42Z 172.1K followers, 147.5K engagements

"Nvidia $NVDA has reportedly secured over 70% of TSMC's $TSM CoWoS-L capacity for [----] with shipment volumes said to be increasing 20% each quarter according to TrendForce"
X Link 2025-03-05T20:07Z 172.1K followers, 106.9K engagements

"Morgan Stanley estimates that Nvidias $NVDA GB200 NVL72 rack shipments reached [----] in April up from [----] in all of Q1"
X Link 2025-05-17T17:38Z 172.1K followers, 202.8K engagements

"Ahead of earnings yesterday I stated on @cvpayne that Nvidia $NVDA could see a price in the mid-to-high $200s by this time next year. That equates to more than a $6.5T market cap from Blackwell and Blackwell Ultra -- or 2/3 of the way to my original $10T prediction by 2030"
X Link 2025-05-29T12:56Z 172.1K followers, 88.4K engagements

"I spoke with @cvpayne following Nvidias earnings discussing why I believe Nvidia $NVDA could have 50% to 75% upside in its valuation for this one simple reason"
X Link 2025-06-07T20:02Z 172.1K followers, 160.1K engagements

"AI demand is 24/7. So is data center powerand thats a clue to the next breakout stock"
X Link 2025-08-07T14:32Z 172.1K followers, 425.8K engagements

"Morgan Stanley forecasts global data center spending will triple from $307 billion in [----] to $920 billion in [----] with chip and server spending rising from $178 billion to $484 billion. $MSFT $AMZN $GOOG $NVDA $AMD $AVGO"
X Link 2025-08-23T16:42Z 172.1K followers, 140.4K engagements

"Oracle $ORCL CEO Safra Catz: "As a bit of a preview we expect Oracle Cloud Infrastructure revenue to grow 77% to $18 billion this fiscal yearand then increase to $32 billion $73 billion $114 billion and $144 billion over the subsequent four years.""
X Link 2025-09-09T20:17Z 172.1K followers, 381.1K engagements

"Alphabet $GOOG says that its data centers deliver over six times more computing power per unit of electricity than they did just five years ago driven by improvements in its TPUs each generation. $NVDA $AVGO $AMD"
X Link 2025-09-26T17:25Z 172.1K followers, 61.1K engagements

"Three years ago Nvidia AMD and Broadcom were worth $607 billion. Now the three are worth $6.79 trillion. $NVDA $AMD $AVGO"
X Link 2025-10-27T21:44Z 172.1K followers, 173.7K engagements

"Alphabet $GOOG reported Q4 capex up 95% YoY to $27.85 billion accelerating from 83% growth in Q3. [----] capex reached $91.45 billion up 74% YoY. $MSFT $META $AMZN"
X Link 2026-02-04T22:04Z 172.1K followers, 48.5K engagements

"For [----] Alphabet $GOOG forecast capex between $175-185 billion up nearly 97% YoY at midpoint and more than 50% above estimates for $119.5 billion. $MSFT $META $AMZN $NVDA $AVGO Alphabet $GOOG reported Q4 capex up 95% YoY to $27.85 billion accelerating from 83% growth in Q3. [----] capex reached $91.45 billion up 74% YoY. $MSFT $META $AMZN Alphabet $GOOG reported Q4 capex up 95% YoY to $27.85 billion accelerating from 83% growth in Q3. [----] capex reached $91.45 billion up 74% YoY. $MSFT $META $AMZN"
X Link 2026-02-04T22:09Z 172.1K followers, 38.3K engagements

"Anthropic reportedly raised its [----] revenue forecast by 20% to $18 billion before more than tripling to $55 billion in [----]. $MSFT $GOOG $AMZN"
X Link 2026-02-05T16:20Z 172.1K followers, 81.2K engagements

"Amazon $AMZN CEO Andy Jassy: "With such strong demand for our existing offerings and seminal opportunities like AI chips robotics and low earth orbit satellites we expect to invest about $200 billion in capital expenditures across Amazon in [----] and anticipate strong long-term return on invested capital." $MSFT $GOOG $NVDA $AVGO $AMD https://twitter.com/i/web/status/2019524162885448183 https://twitter.com/i/web/status/2019524162885448183"
X Link 2026-02-05T21:30Z 172.1K followers, 90.2K engagements

"Since October of last year the broader market appears to have entered a multi-month topping process. Bitcoin $BTC and high beta stocks peaked first and that weakness has since broadened. The Magnificent [--] have also begun to divergesix of the seven are trending lower relative to the broader market. In the analysis below Portfolio Manager @knox_ridley examines what these warning signals imply for investors in Q1 and beyond. $MSFT $AMZN $GOOG https://io-fund.com/broad-market/sp500-outlook-2026-volatility-support-levels https://io-fund.com/broad-market/sp500-outlook-2026-volatility-support-levels"
X Link 2026-02-06T20:28Z 172.1K followers, 38K engagements

"The capacity race continues as Microsoft $MSFT CEO Satya Nadella announced that Microsoft added nearly [--] gigawatt of total capacity this quarter alone. $AMZN $GOOG $META $NVDA"
X Link 2026-02-06T23:04Z 172.1K followers, 27.4K engagements

"Meta $META announced it is breaking ground on a $10B data center in Indiana designed to scale to 1GW with operations expected to begin around the end of [----] or early [----] per Bloomberg. $AMZN $MSFT $GOOG"
X Link 2026-02-11T23:41Z 172.1K followers, 27.4K engagements

"OpenAI is releasing its first model that runs on chips from startup Cerebras GPT-5.3-Codex-Spark intended to be a faster but less powerful version of its Codex model for coding. $MSFT $AMZN $GOOG $NVDA"
X Link 2026-02-13T16:37Z 172.1K followers, 19.8K engagements

"As chips migrate to advanced nodes -- such as Nvidias Rubin moving to 3nm and AMD building GPUs and CPUs on 2nm -- TSMC $TSM stands to benefit from rising pricing power as these nodes command significant wafer premiums in exchange for material performance and power efficiency gains. $NVDA $AMD https://io-fund.com/ai-stocks/future-ai-stocks-tsmc-megatrend https://io-fund.com/ai-stocks/future-ai-stocks-tsmc-megatrend"
X Link 2026-02-15T22:07Z 172.1K followers, [----] engagements

"I find it interesting that $TSLA fanatics are all about owning a Tesla yet the company's ultimate goal is that you don't own the car at all. They will own the cars and you will be a perpetual renter. p.s. don't troll me I'm going to enjoy my Sunday and you should enjoy yours"
X Link 2021-09-12T15:24Z 172.1K followers, [---] engagements

"Lisa Su staged one of the greatest comebacks in tech history yet receives little recognition from media. In the [--] years since she took over $AMD stock has returned 1700% compared to Steve Jobs' first [--] years returns of 230% $AMD $AAPL #womensday"
X Link 2022-03-08T16:27Z 172.1K followers, [---] engagements

"What an incredible honor. I can't think more highly of a site or group of growth investors than The Fools. This honor is certainly a milestone for my career. I hope to make a small crack into the Old Boys Club that is Wall Street and stock investing. Fool On:)"
X Link 2022-03-09T21:28Z 172.1K followers, [----] engagements

"It's official: $NVDA $AAPL. Congrats to all the $NVDA investors $NVDA $AAPL https://t.co/TxSIAxlWLH $NVDA $AAPL https://t.co/TxSIAxlWLH"
X Link 2024-06-05T19:12Z 172.1K followers, 112.4K engagements

"Many investors are surprised that Nvidia $NVDA has surpassed Apple $AAPL and will pass Microsoft $MSFT any day now to become the worlds most valuable company. I want to make it abundantly clear that from a technological standpoint Nvidia has run circles around the FAANGs over the past [--] years as it transformed from a GPU company to an AI systems company powering the $15T AI economy. My analysis this week focuses on the 10000-foot view of how we reached $3 trillion today and how we will reach $10 trillion by [----] or sooner"
X Link 2024-06-07T15:28Z 172.1K followers, 404K engagements

"Back in [----] when Nvidia $NVDA fell 40% in a month I said that when artificial intelligence matures you can expect data center revenue to be Nvidias top revenue segment and that patient investors would be greatly rewarded. Heres where I see Nvidia heading now: https://www.forbes.com/sites/bethkindig/2024/06/07/prediction-nvidia-stock-will-reach-10-trillion-market-cap-by-2030/ Analysis on Nvidia stock: Data center revenue has been picking up speed at 83% YoY or $760 million as GPU chips are powering more of the cloud for machine learning and artificial intelligence applications. Read more:"
X Link 2024-06-13T15:48Z 172.1K followers, 320.2K engagements

"Microsoft $MSFT Meta $META and AWS $AMZN are expected to be among the first companies purchasing Nvidias $NVDA GB200 with NVLink with shipment volumes expected to surpass [-----] racks by the end of the year"
X Link 2024-06-18T16:09Z 172.1K followers, 100.8K engagements

"A 1000x increase in AI compute in [--] years. $NVDA"
X Link 2024-06-25T17:42Z 172.1K followers, 87.5K engagements

"Nvidia $NVDA has signed a deal with Ooredoo to deploy thousands of GPUs across [--] of Ooredoos data centers in Qatar Kuwait Oman Algeria Tunisia and the Maldives marking Nvidias first major entry into the region"
X Link 2024-07-03T15:53Z 172.1K followers, 162.1K engagements

"OpenAI is reportedly holding talks with Broadcom $AVGO and other chip designers over custom AI chip development to lessen reliance on scarce GPUs. OpenAI is also hiring former Google $GOOG employees who helped develop its TPUs. $NVDA $AMD $MSFT $AMZN $MRVL"
X Link 2024-07-19T13:03Z 172.1K followers, 30.8K engagements

"Nvidia $NVDA has reportedly boosted orders with TSMC $TSM by 25% to meet high demand for Blackwell GPUs with Amazon $AMZN Super Micro $SMCI Dell $DELL Alphabet $GOOG Meta $META and Microsoft $MSFT among initial adopters"
X Link 2024-07-24T12:41Z 172.1K followers, 79.9K engagements

"Despite rapid capacity growth TSMC $TSM noted that CoWoS is still the bottleneck in reaching AI chip supply and demand equilibrium. This indicates that AI remains in high demand as CoWoS is used for high-performance computing chips. $NVDA $AMD $AVGO $QCOM $MU TSMC $TSM now believes that the supply shortage for AI chips will persist at least through [----] moving its view for reaching an equilibrium with demand until [----] or [----] compared to its previous view for finding a balance this year. $NVDA $AMD $AVGO $QCOM TSMC $TSM now believes that the supply shortage for AI chips will persist at least"
X Link 2024-07-24T22:27Z 172.1K followers, 182.6K engagements

"Nvidia $NVDA has a path to $120B+ in revenue from GB200 server racks alone: At an estimated ASP of $1.8 million GB200 NVL36 revenue is projected at $90 billion and with an ASP of $3 million the GB200 NVL72 would contribute $30 billion. $TSM $AMD $MSFT $META $AMZN $SMCI Last week I spoke with Charles Payne on why the surge in AI stocks is an economy and not a bubble: real revenue real growth real profits. Weve seen tech stocks go up rapidly in the market before but we havent seen a mega cap stock grow nearly 300% on the top line more https://t.co/k20yILED66 Last week I spoke with Charles Payne"
X Link 2024-07-25T14:37Z 172.1K followers, 229.5K engagements

"Nvidia $NVDA reportedly could see server volumes up to [-----] racks pushing Blackwell server revenue as high as $210B alone. Nvidia $NVDA has a path to $120B+ in revenue from GB200 server racks alone: At an estimated ASP of $1.8 million GB200 NVL36 revenue is projected at $90 billion and with an ASP of $3 million the GB200 NVL72 would contribute $30 billion. $TSM $AMD $MSFT $META $AMZN $SMCI Nvidia $NVDA has a path to $120B+ in revenue from GB200 server racks alone: At an estimated ASP of $1.8 million GB200 NVL36 revenue is projected at $90 billion and with an ASP of $3 million the GB200 NVL72"
X Link 2024-07-29T16:40Z 172.1K followers, 139.7K engagements

"Nvidia $NVDA reportedly has placed orders for [------] of CoWoS wafers with TSMC $TSM for [----]. With $TSM CoWoS capacity projected to rise to [------] to [------] wafers by the end of next year Nvidia would be booking nearly 60% of total capacity. Despite rapid capacity growth TSMC $TSM noted that CoWoS is still the bottleneck in reaching AI chip supply and demand equilibrium. This indicates that AI remains in high demand as CoWoS is used for high-performance computing chips. $NVDA $AMD $AVGO $QCOM $MU Despite rapid capacity growth TSMC $TSM noted that CoWoS is still the bottleneck in reaching AI"
X Link 2024-07-30T18:13Z 172.1K followers, 316.6K engagements

"Amazon $AMZN is expected to generate more than $1 trillion in revenue in [----] doubling in [--] years from $514 billion in 2022"
X Link 2024-08-20T15:24Z 172.1K followers, 73.9K engagements

"Nvidia $NVDA is estimated to report $28.7 billion in revenue in Q2s earnings next week up 113% YoY. This is slightly above the high end of Nvidias guided range of $28 billion +/- 2%"
X Link 2024-08-23T21:38Z 172.1K followers, 386.4K engagements

"Nvidia $NVDA reportedly commanded 92% market share in AI data center GPUs in the first part 2024"
X Link 2024-09-04T16:32Z 172.1K followers, 83.7K engagements

"Nvidias $NVDA data center revenue surpassed a $105 billion annualized run rate in Q2 up from $90 billion annualized in Q1"
X Link 2024-09-07T15:47Z 172.1K followers, 80.8K engagements

"Morgan Stanley expects Nvidia's $NVDA Blackwell production could reach [------] chips in Q4 resulting in revenue of more than $10 billion for Nvidia"
X Link 2024-09-24T17:33Z 172.1K followers, 173.6K engagements

"Nvidia $NVDA is just 3% away from overtaking Apple $AAPL to become the world's most valuable company once more. Will Nvidia take the crown by the end of the year"
X Link 2024-10-14T18:20Z 172.1K followers, 94.1K engagements

"One year ago Nvidia $NVDA was estimated to generate $79.3 billion in revenue in FY25. Now Nvidia is estimated to generate more than $125.6 billion in FY25"
X Link 2024-10-17T21:33Z 172.1K followers, 174.2K engagements

"Nvidia CEO Jensen Huang: AI is going to be the largest of industrial revolutions we've ever seen"
X Link 2024-10-22T22:17Z 172.1K followers, 129.1K engagements

"Breaking: Nvidia $NVDA is replacing Intel $INTC in the Dow Jones Industrial Average on November 8"
X Link 2024-11-01T21:38Z 172.1K followers, 104.5K engagements

"Big Tech is already spending tens of billions on Nvidias $NVDA Blackwell lineup: - Google $GOOG has reportedly ordered [------] GB200s worth $10B - Microsoft $MSFT has reportedly ordered [-----] GB200s worth $2B - Meta $META has reportedly ordered [------] GB200s worth $8B"
X Link 2024-11-05T13:50Z 172.1K followers, 139.8K engagements

"Palantir: adds $40M in revenue QoQ in Q3 Also Palantir: adds $45B in market cap in November $PLTR"
X Link 2024-11-18T22:35Z 172.1K followers, 144.1K engagements

"Goldman Sachs base case sees Nvidia $NVDA generating $242B in revenue in calendar [----] with $220B in data center revenue"
X Link 2024-11-29T16:37Z 172.1K followers, 255.2K engagements

"To my fellow investors: AI goes far far beyond $NVDA"
X Link 2024-12-04T20:19Z 172.1K followers, 145K engagements

"Nvidia's $NVDA Blackwell successor Rubin is rumored to be six months ahead of schedule with a roll out as early as the first half of 2026"
X Link 2024-12-06T21:39Z 172.1K followers, 150.7K engagements

"Nvidias $NVDA Blackwell could drive a minimum of 50% data center growth next year"
X Link 2024-12-21T16:38Z 172.1K followers, 195.1K engagements

"Nvidia $NVDA has received the EUs approval for its acquisition of AI workload management platform Run:ai"
X Link 2024-12-25T16:41Z 172.1K followers, 186.6K engagements

"Nvidia's $NVDA Blackwell production could nearly triple by Q1 rising from 250K-300K units in Q4 to 750K to 800K units in Q1 according to Morgan Stanley. This is an increase from previous industry estimates for 200K in Q4 and 550K in Q1. Nvidias $NVDA Blackwell shipments are expected to be between [------] to [------] units in Q4 before rising more than 175% QoQ to [------] to [------] units in Q1 [----] according to analyst Ming-Chi Kuo. Nvidias $NVDA Blackwell shipments are expected to be between [------] to [------] units in Q4 before rising more than 175% QoQ to [------] to [------] units in Q1 2025"
X Link 2024-12-27T17:24Z 172.1K followers, 407.5K engagements

"Nvidia $NVDA reportedly commanded nearly 90% market share in AI GPUs in [----] followed by AMD $AMD with 8% share per TrendForce"
X Link 2024-12-31T22:16Z 172.1K followers, 86.5K engagements

"Supply chain signals indicate Blackwell sales will likely far exceed Nvidia's $NVDA GPU sales from [----] and [----] combined"
X Link 2025-01-06T17:13Z 172.1K followers, 266.8K engagements

"Nvidia $NVDA is trading at just 30x FY26s estimated earnings of $4.44 its cheapest bottom line valuation since shares were $90 in May 2024"
X Link 2025-01-12T17:42Z 172.1K followers, 217.3K engagements

"Jefferies has ranked the Magnificent 7: 1) $NVDA 2) $GOOG 3) $META 4) $AAPL 5) $AMZN 6) $TSLA 7) $MSFT"
X Link 2025-01-22T19:39Z 172.1K followers, 196.5K engagements

"Nvidia $NVDA is rumored to potentially be accelerating the release of its Blackwell successor Rubin by six months with initial production beginning as soon as the third quarter of 2025"
X Link 2025-01-24T19:47Z 172.1K followers, 256.2K engagements

"ByteDance is reportedly planning to invest more than $12 billion towards AI chips in [----]. The TikTok parent is said to be investing $7 billion towards Nvidia $NVDA GPUs overseas while doubling its purchases of domestic AI chips in China to over $5 billion. $AVGO"
X Link 2025-01-28T14:04Z 172.1K followers, 118.6K engagements

"Nvidia $NVDA said that its new RTX-50 series GPUs can run the DeepSeek family of distilled models faster than anything on the PC market"
X Link 2025-02-07T15:50Z 172.1K followers, 88.9K engagements

"At the beginning of [----] Tesla $TSLA was expected to earn $8.50 in EPS in [----]. Now that stands at just $2.91"
X Link 2025-02-11T01:33Z 172.1K followers, 345.2K engagements

"Alphabet $GOOG CEO Sundar Pichai: Today cloud customers consume more than 8x the compute capacity for training and inferencing compared to [--] months ago. $MSFT $AMZN $META $NET $NVDA $AMD"
X Link 2025-02-13T16:48Z 172.1K followers, 105.5K engagements

"Nvidia $NVDA is expected to account for nearly two-thirds of TSMC's $TSM CoWoS capacity in [----] per Morgan Stanley"
X Link 2025-02-17T19:14Z 172.1K followers, 116.1K engagements

"Morgan Stanley is expecting Nvidia's $NVDA B200 to have the best cost-performance ratio in the GPU market. $AMD"
X Link 2025-02-18T21:26Z 172.1K followers, 100.1K engagements

"Morgan Stanley on Alphabet $GOOG and Nvidia $NVDA: Specifically in the case of Google we expect their purchases of Nvidia to roughly double this year while TPU will grow modestly"
X Link 2025-02-19T16:36Z 172.1K followers, 146.2K engagements

"3 years ago Nvidia $NVDA was expected to earn just $0.65 in EPS for fiscal [----]. Now its expected to earn $4.43 in EPS"
X Link 2025-02-25T17:03Z 172.1K followers, 144.9K engagements

"Nvidia $NVDA on Blackwell: "We delivered $11.0 billion of Blackwell architecture revenue in the fourth quarter of fiscal [----] the fastest product ramp in our companys history.""
X Link 2025-02-26T21:32Z 172.1K followers, 145.7K engagements

"Nvidia $NVDA CEO Jensen Huang: The amount of computation we need for agentic AI and for reasoning is 100x more than we thought we needed at this point last year"
X Link 2025-03-18T17:26Z 172.1K followers, 111.7K engagements

"$NVDA just launched a new chip 11x faster than last years flagship. Moores Law is dead. Huangs Law is real"
X Link 2025-04-09T17:58Z 172.1K followers, 159.1K engagements

"Nvidia $NVDA isnt just a chipmaker. Its the arms dealer of the AI revolution"
X Link 2025-04-12T17:18Z 172.1K followers, 149.8K engagements

"Amazon $AMZN acquired an $84 million stake in AMD $AMD in the first quarter purchasing over [------] shares"
X Link 2025-05-14T12:41Z 172.1K followers, 197.7K engagements

"Fortune [---] profits rose to a record $1.87 trillion last year with the tech sector accounting for $536 billion of those profits"
X Link 2025-06-08T20:23Z 172.1K followers, 145.1K engagements

"Alphabet $GOOG is the first Fortune [---] company ever to pass the $100 billion annual profit mark. Fortune [---] profits rose to a record $1.87 trillion last year with the tech sector accounting for $536 billion of those profits. Fortune [---] profits rose to a record $1.87 trillion last year with the tech sector accounting for $536 billion of those profits"
X Link 2025-06-08T23:11Z 172.1K followers, 127.2K engagements

"Nvidia $NVDA CEO Jensen Huang: "Ive told all of our investors and shareholders that going forward our forecasts will not include the China market.""
X Link 2025-06-14T20:19Z 172.1K followers, 91.9K engagements

"Nvidia $NVDA has surpassed a $4T market cap becoming the first company to reach this milestone"
X Link 2025-07-09T13:39Z 172.1K followers, 85.9K engagements

"Nvidia $NVDA announced that it is filing applications to resell the H20 GPU in China with the US government assuring the company licenses will be granted with deliveries expected to start soon"
X Link 2025-07-15T01:55Z 172.1K followers, 65.9K engagements

"Nvidia $NVDA CEO Jensen Huang: Compared to the previous Hopper generation GB300 NVL72 AI factories promise a 10x improvement in token per watt energy efficiency which translates to revenues as data centers are power limited"
X Link 2025-09-06T21:21Z 172.1K followers, 105.3K engagements

"Analysis on Nvidia stock: Data center revenue has been picking up speed at 83% YoY or $760 million as GPU chips are powering more of the cloud for machine learning and artificial intelligence applications. Read more: $NVDA $AMD $INTL #gpu #gaming #stocks https://beth.technology/holding-nvidia-stock-pay-off/ https://beth.technology/holding-nvidia-stock-pay-off/"
X Link 2018-12-10T21:50Z 172.1K followers, [--] engagements

"Nvidia $NVDA CEO Jensen Huang continues to sell shares with sales totaling $104 million over the past [--] days and $633 million since June"
X Link 2024-09-17T18:10Z 172.1K followers, 166.9K engagements

"Alphabet $GOOG guided for $75 billion in capex in [----] up 43% from $52.6 billion in FY24. This was also ahead of estimates for $63 billion in capex from Morgan Stanley. $NVDA $AMD $AVGO"
X Link 2025-02-04T21:17Z 172.1K followers, 66.7K engagements

"HBM demand from GPUs is expected to rise 23% YoY in [----] while ASICs demand is projected to surge 82% taking its share of the market up to 33% per Goldman Sachs. $NVDA $AMD $AVGO $MRVL $MU"
X Link 2025-08-02T21:59Z 172.1K followers, 59.2K engagements

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