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@BillyTheKid_59 Avatar @BillyTheKid_59 Jensen's Bicep

OpenAI is facing increased scrutiny and pressure, particularly regarding its data center funding and government support. Florida Governor Ron DeSantis recently quote-tweeted a criticism of OpenAI, adding to the company's challenges. This has led to concerns about OpenAI's financing plan and potential government intervention.

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Social Influence

Social category influence stocks XXXX% cryptocurrencies XXXXX% finance XXXX% technology brands XXXXX% celebrities XXXX% countries XXXX% social networks XXXX%

Social topic influence $sats #18, spacex #512, sats #41, ipo #472, $400b #7, ai 9.52%, at a 9.52%, open ai #2712, ibm 4.76%, $cflt XXXX%

Top accounts mentioned or mentioned by @rentyourstocks @karpathy @optionscjp @prospero_ai @mrmojorisinx @yummycenturyegg @274k_aum @marq4m

Top assets mentioned SATS (Ordinals) (SATS) IBM (IBM) Confluent, Inc. Class A Common Stock (CFLT)

Top Social Posts

Top posts by engagements in the last XX hours

"$CFLT BANG *IBM CONFLUENT DEAL COULD BE ANNOUNCED AS SOON AS MONDAY: WSJ $IBM"
X Link 2025-12-08T03:31Z XXX followers, 5887 engagements

"please refrain from saying todd combs is in jpm succession talks now - just stop with that nonsense. this is a cushy downgrade where he will be able to live off telling stories of warren and charlie til retirement. and no easily traceable track record for 10B of internal JPM funds"
X Link 2025-12-08T14:57Z XXX followers, XXX engagements

"$sats - SpaceX - know it trade it be there"
X Link 2025-12-09T20:42Z XXX followers, XXX engagements

"$SATS - reminder SATS coming into today was trading at a NAV discount to the last SpaceX round of $400B. LONG"
X Link 2025-12-09T20:45Z XXX followers, XXX engagements

"another IYKYK reason why the SpaceX story has legs is because cathie wood updated and shared her SpaceX model a few days ago $sats"
X Link 2025-12-09T21:22Z XXX followers, XXX engagements

"honestly unbelievable. have to respect the vision. we are going to keep this economy chugging by bidding equities up doing whatever it takes to avoid a drawdown and building data centers in space. only in america"
X Link 2025-12-10T01:32Z XXX followers, XX engagements

"$sats - spacex - karpathy - llm / inference tweet in"
X Link 2025-12-10T18:11Z XXX followers, XXX engagements

"$SATS fair value at a $400B spacex valuation is $XXX. BBG reporting targeting $XXX trillion in mid-late 2026"
X Link 2025-12-09T20:47Z XXX followers, XXX engagements

"Lots of ppl will do this. Think of the numbers. $SATS SpaceX exposure better than buying a doubled-layered fee SPV or a marked up private round"
X Link 2025-12-10T03:41Z XXX followers, XXX engagements

"END SCENE *OpenAI Would Like Federal Backstop For Data Center Investments CFO Says -- WSJ"
X Link 2025-11-05T20:10Z XXX followers, 1.8M engagements

"$SATS has most SpaceX exposure on the public market *SPACEX SEES VALUATION OF ABOUT $XXX TRILLION IN PUBLIC OFFERING SpaceX to pursue 2026 IPO to raise 'far above' $30B Bloomberg says *SPACEX TARGETS IPO MID-TO-LATE 2026 DEPENDING ON MARKETS"
X Link 2025-12-09T20:42Z XXX followers, 3423 engagements

"We will build data centers in space not because it is easy but because it is hard. $sats"
X Link 2025-12-10T01:31Z XXX followers, XXX engagements

"While you're waiting for my $sats post - read this prior outlining thesis for Elon's deal activity during Trump XXX including $SATS"
X Link 2025-12-10T04:13Z XXX followers, XXX engagements

".youre way out of date - theyve done deals this year in which they sold spectrum assets to spacex in exchange for equity at a $400B valuation. $SATS now owns XXX% of SpaceX. XX% of the NAV is SpaceX equity now. Rest is cash / other assets to be sold. It's like a quasi-Spac (until other cash deployed) with SpaceX upside from $400B valuation. NAV at that valuation is $XXX per share of SATS. At $XXX T valuation $SATS is worth $XXX per share NAV"
X Link 2025-12-10T06:14Z XXX followers, XXX engagements

"@RentYourStocks @optionscjp Huh It could not more unlike a DAT. SATS owns 8B of equity in a real company with friendly government ties that has a real shot at 2-3x'ing over the next year into a IPO. Starlink is a real profitable subscription business"
X Link 2025-12-10T06:32Z XXX followers, XX engagements

"Our boy Elon has not denied the IPO story (when he loves to deny press) and has quote-tweeted Gavin Baker's podcast clips on SpaceX / space data centers multiple times in the last XX hours Let the games begin. $SATS"
X Link 2025-12-10T15:30Z XXX followers, 1369 engagements

"elon has now confirmed IPO plan is accurate $SATS"
X Link 2025-12-11T01:48Z XXX followers, XXX engagements

"side note for all this spacex stuff - it would be extremely healthy for the AI trade to pass the narrative mantle / leadership from openai to elon/XAI/spacex if they can break-through. they will have the first blackwell-trained model. a big issue i think is ppl simply do not trust openai to execute/close"
X Link 2025-12-11T02:30Z XXX followers, XXX engagements