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@DanielTNiles Avatar @DanielTNiles Dan Niles

Dan Niles posts on X about ai, fed, open ai, wk the most. They currently have XXXXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

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Followers: XXXXXXX #

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Social Influence

Social category influence finance technology brands stocks cryptocurrencies

Social topic influence ai, fed #245, open ai #509, wk #17, $nvda #942, fed rate #205, $orcl #20, $avgo #38, $googl #1317, money

Top accounts mentioned or mentioned by @cnbc @saraeisen @squawkcnbc @carlquintanilla @sullycnbc @richard45161386 @cvpayne @melissaleecnbc @morganlbrennan @jonfortt @fostertraveler @michaelsantoli @markjac50158588 @lizclaman @ojrenick @schwabnetwork @mariabartiromo @riskreversal @wilfredfrost @scotteuswyo

Top assets mentioned NVIDIA Corp. (NVDA) Oracle Corporation (ORCL) Broadcom, Inc. (AVGO) Alphabet Inc Class A (GOOGL) Robonomics Network (XRT)

Top Social Posts

Top posts by engagements in the last XX hours

"This past wk did not go as I expected. A gap lower on Tuesday and XXX% decline for the day for no apparent reason (this always concerns me when valuations are this high) was followed by more selling for the rest of the wk driven by: 1) OpenAI talking about a government backstop calling into question the nearly $XXX trillion of infrastructure commitments they have made which drove down my AI index XXX% for the wk the Mag7 by XXX% and the S&P by XXX% 2) stagflation concerns with the most Challenger job cuts in October since 2003 with the highest ISM services prices paid number in three years 3)"
X Link 2025-11-08T00:31Z 119.3K followers, 166K engagements

"Right now I am positioned for the market to head to new highs before the holidays and the goal is to catch as much of this inflating AI bubble as possible. As Mae West said "Too much of a good thing can be wonderful" In an interview on Friday I said Unfortunately the market is going to keep melting higher and I wanted to expand on that statement. I said unfortunately because the higher the AI bubble takes stock valuations the more painful the decline is going to be ultimately for investors on the other side. Let me explain my current thoughts and why I remain positioned to hopefully benefit"
X Link 2025-10-19T19:58Z 119.3K followers, 300.5K engagements

"Events last week were roughly as I expected. 1) The Fed did cut w/ QT ending on 12/1. But a December rate cut was "not a foregone conclusion" which was the biggest surprise to me. The Fed up until now has called any upcoming inflation driven by tariffs transitory. End of the government shutdown with official data being produced again probably gives them the air cover they need to justify continuing cuts. But this rate cut pushback drove down the R2K by XXX% for the wk. This index has a greater percentage of unprofitable companies and is therefore more sensitive to rate cuts versus their"
X Link 2025-11-03T00:04Z 119.3K followers, 191K engagements

"This wk reaction to retail demand over the Thanksgiving holidays which seemed solid but not great is likely to determine the tone for the mkt. The bar is high given the S&P rose X% last wk. The risk on tone was supported by odds of a 12/10 rate cut rising to XX% from 70%. The curious outlier was $NVDA the enabler of this AI revolution. AI has been one of the two pillars of this market with easy money supported by Fed rate cuts being the other one. Nvidia declined X% last week after declining X% in the prior wk despite solid earnings results. This compares last wk with Mag7 +5% and my AI index"
X Link 2025-11-30T23:59Z 119.3K followers, 66.7K engagements

"Demand was solid over the Cyber5 driving the $XRT (retail ETF) up XXX% over the past wk. My AI index also rose XXX% powered by the OpenAI names +4.8% while Google related +0.8%. This wk has: 1) Fed 12/10 (25 bps cut but numerous dissents likely) 2) $ORCL 12/10 (expecting great results but will it matter w/ OpenAI overhang) 3) $AVGO 12/11 (expecting solid results with hyperscaler demand for ASICs driving results.) Normally I would be very long equities given the normal seasonal strength through year-end with that continuing through January. However the stock market has shown how sensitive it"
X Link 2025-12-07T22:40Z 119.2K followers, 63.8K engagements

"There were two factors driving this market this year: X. Easy money due to the resumption of rate cuts X. Continued optimism on the AI trade which was also helped by the easy money to fund debt related capex build outs Recently these twin pillars of the market have been called into question: X. A December 10th rate cut seems to be a toss up for the Fed with four or more dissents likely even if there is a cut X. OpenAI talking about a government backstop forced investors to question whether a company that will generate run rate revenues of $20B exiting this year can fund $XXX trillion in"
X Link 2025-11-16T21:41Z 119.2K followers, 105.3K engagements

"Last wk easy money hopes increased with odds of a 12/10 Fed rate cut moving from XX% to XX% on comments by a Fed governor & 2) for AI optimism $NVDA beat CQ2 consensus rev by $2B & guided CQ3 $3B above. But S&P/Mag7/AI index was -1.9%/-2.4%/-6.5%. These optimistic developments seemed to be outweighed by increasing doubts on OpenAIs ability to fund their $XXX trillion of infrastructure commitments over the next X years. $GOOGL seemed to be a big part of the reason. On 11/18 Google released Gemini X which outperformed ChatGPT X on most benchmarks. Gemini X was also immediately available in the"
X Link 2025-11-24T03:27Z 119.2K followers, 99.8K engagements

"Last wk S&P -XXX% Mag7 -XXX% AI index -XXX% but EW S&P +0.7% & R2K +1.2%. Fed starting QE light sparked S&P rally on 12/10. S&P edged higher on 12/11 despite $ORCL -XX% on poor results but was hit hard on 12/12 w/ $AVGO -XX% despite ostensibly beat & raise results. The $GOOGL related companies declined X% last wk driven by the decline in Broadcom while the OpenAI related companies declined X% driven by Oracle. The reaction to the Broadcom results were particularly disheartening following the lowered bar set by Oracle results the prior day. Oracle 1) missed total revs & cloud expectations for"
X Link 2025-12-14T22:46Z 119.2K followers, 46.6K engagements