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@EarningsNugget Avatar @EarningsNugget EN

EN posts on X about $smci, bitcoin, stack, hardware the most. They currently have XXXXX followers and XXX posts still getting attention that total XX engagements in the last XX hours.

Engagements: XX #

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Mentions: X #

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Followers: XXXXX #

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CreatorRank: undefined #

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Social Influence #

Social category influence stocks XXXX% finance XXXX% cryptocurrencies XXXX% technology brands XXXX% events XXXX% countries XXXX%

Social topic influence $smci 0.57%, bitcoin 0.57%, stack 0.29%, hardware 0.29%, $33b 0.29%, $52b 0.29%, bitmine 0.29%, $bmnr 0.29%, ethereum 0.29%, $eth XXXX%

Top accounts mentioned or mentioned by @sama @balajis @vladtenev @a16z @altcap @bgurley @satyanadella @garrytan @fundstrat @lynaldencontact @elonmusk @sequoia @ycombinator @adcockbrett @figurerobot @officiallogank @demishassabis @grok @candarosana @terrellcamp

Top assets mentioned Super Micro Computer, Inc. Common Stock (SMCI) Bitcoin (BTC) BITMINE IMMERSION TECH (BMNR) Ethereum (ETH) Dominion Energy Inc (D) Teradyne, Inc. (TER)

Top Social Posts #

Top posts by engagements in the last XX hours

"What I like about $SMCI - control the whole stack from design to manufacturing so they can move fast - liquid cooling tech - quietly shifted from selling racks to building entire data center solutions. Which is a different business with better economics. Think that helps with margin expansion for a hardware company. - $33B revenue guide. Sitting on $5.2B in cash. - nice 10%ish pullback after Trump tariff tweet. Not out of the woods yet but could be nice entry. Just some thoughts"
X Link @EarningsNugget 2025-10-13T00:25Z 3254 followers, 1268 engagements

"$BMNR $ETH Tom Lee (@fundstrat) recently spoke at Token2049 in Singapore about Wall Street moving onto the blockchain and his case for Bitcoin at $1.4M+ and ETH at $22K+. Recap for $BMNR investors: 👇👇👇 📈 On Bitcoin's track record: "Bitcoin was originally $XXX. And as of September 26th Bitcoin has been the OG asset class returning over a 100x since then. It's had twice the return of Nvidia which has been a 65x and has dramatically outperformed gold." 🏛 The 1971 parallel: "In 1971 the dollar went fully synthetic. That was the year that Nixon ended the convertability of dollars into gold."
X Link @EarningsNugget 2025-10-13T21:42Z 3254 followers, XXX engagements

"🎙Big news from the BG2 pod: @bgurley is stepping back from co-hosting to focus on his book "Running Down a Dream" and tackle major policy issues. But first he and @altcap unpacked AI bubble concerns the stablecoin boom and career advice. Here's a recap: 👇👇👇 1/12🚩 On AI circular revenues Gurley flags red flags: "I described six different transactions to ChatGPT and asked for its analysis. The AI itself would find its way toward company names like Enron and WorldCom merely by describing the type of transaction." 2/12💪 Gerstner pushes back on quality concerns: "In the case of Nvidia you're"
X Link @EarningsNugget 2025-10-15T00:30Z 3253 followers, XXX engagements

"$D Dominion Energy just held their Q1 2025 Earnings Call. They are playing a huge role in providing energy for the data centers powering the AI revolution. 🎙 Recap of the call for $D investors: 👇👇👇 Key Financial Results - Q1 2025 operating earnings were $XXXX per share above expectations - GAAP results were $XXXX per share - Company affirmed 2025 operating earnings guidance of $3.28-$3.52 per share (midpoint $3.40) - Completed approximately $X billion of forward-settled common equity under ATM program - On track to complete $XXX million of DRIP-related equity issuance by year-end Coastal"
X Link @EarningsNugget 2025-05-01T20:40Z 3255 followers, XXX engagements

"🧵Martin Shkreli (@MartinShkreli) just spoke with Isabel Foxen Duke (@isabelfoxenduke) to discuss Bitcoin's quantum threat why he's considering raising funds to hack Satoshi's coins and why this might actually be the ultimate "bug bounty" for Bitcoin. Here's a recap: 👇👇👇 1/17📈 On the quantum hype bubble: "When it comes to just Shor's algorithm and just Bitcoin you actually do have something to worry about. But the idea that NVIDIA's gonna cry tears when quantum comes out cause it's gonna put them out of business that's silly." 2/17🔐 On Bitcoin's real vulnerabilities: "ECC or elliptic"
X Link @EarningsNugget 2025-10-15T23:16Z 3253 followers, XXX engagements

"$SMCI Some quick back of the napkin math. OpenAIs Stargate Abilene site says the sites eight H-shaped buildings each house 60000 Nvidia GB200 chips. So. X. Total chips at Abilene site (reported): 8buildings60000chips/building =480000chips. X. Racks required if each rack holds XX GPUs: 48000072=6666.67 6667 racks. X. Revenue for SMCI at $3000000 each NVL72 rack: 6667$3000000$20001000000 $XXXX billion. Am I getting this right This assumes its entirely $SMCI racks"
X Link @EarningsNugget 2025-10-13T22:42Z 3255 followers, XXX engagements

"$TER Teradyne Inc. just held its Q2 2025 earnings call today. How'd this upcoming robotics play perform Recap for $TER investors: 👇👇👇 Financial Results - Revenue: $651.8M (down XXXX% YoY) - beat estimates by $11.5K - Non-GAAP EPS: $XXXX (beat by $0.03) - Gross Margin: XXXX% (within guidance) - Operating Margin: XXXX% AI Compute Driving Transformation - AI compute represented XX% of SOC revenue in Q2 and was the key growth driver above expectations - AI will dominate second half: Management expects AI compute (SOC + Memory) to represent majority of semi test revenue in H2 2025 - Capacity"
X Link @EarningsNugget 2025-07-30T21:29Z 3254 followers, XXX engagements