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@F28X5 F22F22 posts on X about $googl, $goog, metal, kalshi the most. They currently have XXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.
Social category influence stocks XXXX% technology brands XXXX% finance XX% automotive brands XXXX%
Social topic influence $googl 12.5%, $goog #80, metal 12.5%, kalshi #1078, $avgo #543, investment 6.25%, cot 6.25%, ai 6.25%, microsoft 6.25%, ibm XXXX%
Top accounts mentioned or mentioned by @nvidia @kalshi @johntinsman @oscarpiastri @f1 @landonorris @xai @gavinsbaker @elonmusk @stocksavvyshay @firstadopter @drunkdividends @potus @secscottbessent @howardlutnick @robotaxi @micro2macr0 @swankdaddyog
Top assets mentioned Alphabet Inc Class A (GOOGL) Broadcom, Inc. (AVGO) Microsoft Corp. (MSFT) IBM (IBM) Tesla, Inc. (TSLA) Uber Technologies, Inc. (UBER)
Top posts by engagements in the last XX hours
"Broadcom's downsides. This is why i think Google is a better investment than Broadcom. $GOOG $AVGO X. Googles adoption of COT (Customer-Owned Tooling) Googles adoption of COT is poised to structurally disrupt Broadcoms revenue streams by reducing the hyperscalers long-term dependency on Broadcoms proprietary networking and silicon ecosystems. Under the COT model Google takes partial or full ownership of the chip design process leveraging EDA tools and foundry capacity directly instead of sourcing turnkey ASIC design and development from third-party vendors like Broadcom. ** Google's shift to"
X Link 2025-12-13T16:46Z 1159 followers, XXX engagements
"@JohnTinsman The Broadcom Tax This will accelerate the adoption of Bare Metal Cloud offerings and more collaboration with Mediatek"
X Link 2025-12-13T18:51Z 1159 followers, XX engagements
"More headwinds for Broadcom Major cloud service providers (CSPs) and AI labs increasingly use bare metal instead of VMware virtualization for demanding AI and high-performance computing (HPC) workloads. Leading CSPs offering bare metal options for AI include Amazon EC2 (bare metal instances) Microsoft Azure (BareMetal Infrastructure) IBM Cloud Oracle Cloud Infrastructure (OCI) DigitalOcean Equinix Metal OpenMetal and CoreWeave among others. These providers allow direct access to hardware which is critical for training large AI models running inference and executing HPC tasks with minimal"
X Link 2025-12-11T15:00Z 1159 followers, XXX engagements
"@firstadopter The greatest fallacy in tech right now everyone complains about paying the NVIDIA tax yet no one seems to remember the Broadcom tax"
X Link 2025-12-12T03:52Z 1159 followers, XXX engagements
"@DrunkDividends @Kalshi past - need low rates to service rising debt future - need lower rates to service rising debt"
X Link 2025-12-13T00:02Z 1159 followers, XX engagements
"Sundar Pichai CEO $GOOG $GOOGL "In Q3 customer demand strengthened in X ways. One we are signing new customers faster. The number of new GCP customers increased by nearly XX% year-over-year. Two we are signing larger deals. We have signed more deals over $X billion through Q3 this year than we did in the previous X years combined. Third we are deepening our relationships. Over XX% of existing Google Cloud customers use our AI products.""
X Link 2025-12-13T00:33Z 1158 followers, XXX engagements
"@Kalshi Kevin Hassett is a better pick He is more align with @POTUS @SecScottBessent @howardlutnick"
X Link 2025-12-13T19:04Z 1159 followers, XX engagements
"@robotaxi Uber can't compete with Tesla its a slow decline from here"
X Link 2025-12-15T19:36Z 1159 followers, XX engagements