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Manu Singh posts on X about $googl, open ai, $nflx, asml the most. They currently have XXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.
Social category influence stocks technology brands finance exchanges social networks automotive brands
Social topic influence $googl #3287, open ai #1783, $nflx, asml, $asml, semi, $googls #3, $wmt #1066, ads #1174, $goog #146
Top assets mentioned Alphabet Inc Class A (GOOGL) Netflix Inc (NFLX) Walmart, Inc. (WMT) Oracle Corporation (ORCL) DisChain (DIS) Broadcom, Inc. (AVGO) Advanced Micro Devices (AMD) NVIDIA Corp. (NVDA) Eli Lilly and Company (LLY) Axon Enterprise, Inc. (AXON) TransMedics Group, Inc. Common Stock (TMDX) Robinhood Markets, Inc. (HOOD) Spotify Technology (SPOT) Tesla, Inc. (TSLA) Taiwan Semiconductor (TSM)
Top posts by engagements in the last XX hours
"π Another chink in $GOOGLs armor its no longer just search challengers now AI chats are going shopping. X ChatGPT is rolling out direct shopping via $WMT letting users buy without ever leaving the chat. X Thats disintermediation of Googles golden goose - search + ads. Can $GOOG reinvent shopping search w/ Gemini If not their core business just got more vulnerable. #ManuInsights"
X Link @MandhirSingh5 2025-10-16T16:22Z XXX followers, XX engagements
"π Another chink in $GOOGLs armor its no longer just search challengers now AI chats are going shopping. X ChatGPT is rolling out direct shopping via $WMT letting users buy without ever leaving the chat. X Thats disintermediation of Googles golden goose - search + ads. Can $GOOG reinvent shopping search w/ Gemini If not their core business just got more vulnerable. #ManuInsights"
X Link @MandhirSingh5 2025-10-16T16:21Z XXX followers, XX engagements
"$DIS now exploring a co-CEO setup while the stock has lagged XX% vs S&P and XX% vs Nasdaq under Igers return. Meanwhile: X TikTok & YouTube are eating Disneys attention X $NFLX figured out scale years ago X Legacy media still clings to old playbooks X Streaming economics without scale are still bleeding despite price increases Slapping co-CEO on insiders is just governance theatre. Will Disney see a Real turnaround or is this just more drama for shareholders #ManuInsights"
X Link @MandhirSingh5 2025-10-14T17:06Z XXX followers, XX engagements
"π Another chink in $GOOGLs armor its no longer just search challengers now AI chats are going shopping. X ChatGPT is rolling out direct shopping via $WMT letting users buy without ever leaving the chat. X Thats disintermediation of Googles golden goose - search + ads. Can $GOOG reinvent shopping search w/ Gemini If not their core business just got more vulnerable. #ManuInsights"
X Link @MandhirSingh5 2025-10-16T16:23Z XXX followers, XX engagements
"8/ Where capital flows long term: X Biotech innovation - $LLY X Security & Well-being neccessities - $AXON / $TMDX X Robotics & automation (augment workers replace repetitive labor) - $TSLA X Next-gen Financial Management tools - $HOOD X Entertainment tech - $SPOT / $NFLX Other areas What do you think Reply. Follow for more market discussions. #ManuInsights"
X Link @MandhirSingh5 2025-10-05T15:25Z XXX followers, XXX engagements
"π Retails Holiday Cheer might come with a hangover. Labor markets softening. AI-driven layoffs are mounting. A government shutdown looms. And yet retailers have stockpiled inventory to dodge tariffs. Short-term relief long-term risk. If consumer demand falters this winter those full warehouses turn into margin killers. Its not just Santa coming to town its a reckoning. #ManuInsights"
X Link @MandhirSingh5 2025-10-08T17:39Z XXX followers, XXX engagements
"π Another merger dressed as growth this one reads more like cost synergies & defensive than value creation. X Fifth Third is acquiring Comerica in a $XXXX Billion stock deal - shareholders swap equity not cash. X Talk is about combining back-office systems cutting overlap and squeezing margins. X Whats missing is actually a narrative of how this improves service lowers fees or benefits customers. When banks merge to survive rather than to lead the question isnt Will they succeed its Who pays when scale isnt enough #ManuInsights"
X Link @MandhirSingh5 2025-10-07T20:07Z XXX followers, XX engagements
"π Want a clean way to track the AI trade beyond headlines Follow "tokens" the real-time fuel gauge for AI usage. Each token ( of a word) is what companies like OpenAI Anthropic and $GOOGL bill for. In other words. Token usage = actual inference activity think of it as billable compute. X Unlike API calls or users every token processed = dollars billed. X Rising token volumes real demand scaling workloads and infrastructure growth. X Flatlining tokens the trillion-dollar AI build-out models GPUs data centers starts looking shaky. Its not perfect efficiency gains compression and caching blur"
X Link @MandhirSingh5 2025-10-16T17:25Z XXX followers, XXX engagements
"β‘ Everyones writing LOIs with OpenAI but few realize the capital burden is real. Broadcoms bet is getting cheerleaders but its a big gamble: X $AVGO / $AMD / $ORCL must sink real resources (that means capex fabs system design) to stay partner worthy in the long term X Meanwhile $NVDA is already entrenched with tech + scale + mindshare being best-in-class. X OpenAI needs to raise $$$ to deliver on all these promises and its not trivial So: is Broadcoms stock pop really baked in Or is it hype baked on thin margin promises #ManuInsights"
X Link @MandhirSingh5 2025-10-15T12:43Z XXX followers, XX engagements
"π¬ ASML isnt just another chip gear supplier its the indispensable giant even Nvidia must rely on. X $ASML just logged strong orders despite broader chip capex delays signaling that fabs must buy from the top lithography leader. X Their Q3 results show margins holding up and backlog growing even when other semi equip players are seeing pushouts. X With tech leadership that few can match for ASML its no longer if orders will come its when. For investors this is critical player in the AI theme. Yes $ASML has underperformed its peer group this year but that gap looks set to close as the AI capex"
X Link @MandhirSingh5 2025-10-15T16:30Z XXX followers, XX engagements
"What do these stock have in common - $LLY / $AXON / $TMDX / $TSLA / $HOOD / $SPOT / $NFLX Why do they stand to benefit and why we might still be in early innings. Threadπ§΅"
X Link @MandhirSingh5 2025-10-05T15:25Z XXX followers, XXX engagements
"π Amid all the hype and circular deals in AI heres one thats rock solid - $TSM just posted record profits driven by real insatiable chip demand. X TSMCs net income surged +39% YoY easily beating estimates. X This isnt speculative revenue its GPU AI and advanced node volume making the numbers stack up. X When the future is built on compute having the worlds leading foundry is no side gig it is the leverage point. Some deals are smoke and mirrors. TSMCs isnt one of them. #ManuInsights"
X Link @MandhirSingh5 2025-10-16T12:22Z XXX followers, XX engagements
"π¬ ASML isnt just another chip gear supplier its the indispensable giant even Nvidia must rely on. X $ASML just logged strong orders despite broader chip capex delays signaling that fabs must buy from the top lithography leader. X Their Q3 results show margins holding up and backlog growing even when other semi equip players are seeing pushouts. X With tech leadership that few can match for ASML its no longer if orders will come its when. For investors this is critical player in the AI theme. Yes $ASML has underperformed its peer group this year but that gap looks set to close as the AI capex"
X Link @MandhirSingh5 2025-10-15T16:29Z XXX followers, XX engagements
"π¬ ASML isnt just another chip gear supplier its the indispensable giant even Nvidia must rely on. X $ASML just logged strong orders despite broader chip capex delays signaling that fabs must buy from the top lithography leader. X Their Q3 results show margins holding up and backlog growing even when other semi equip players are seeing pushouts. X With tech leadership that few can match for ASML its no longer if orders will come its when. For investors this is critical player in the AI theme. Yes $ASML has underperformed its peer group this year but that gap looks set to close as the AI capex"
X Link @MandhirSingh5 2025-10-15T16:30Z XXX followers, XX engagements
"π Another chink in $GOOGLs armor its no longer just search challengers now AI chats are going shopping. X ChatGPT is rolling out direct shopping via $WMT letting users buy without ever leaving the chat. X Thats disintermediation of Googles golden goose - search + ads. Can $GOOG reinvent shopping search w/ Gemini If not their core business just got more vulnerable. #ManuInsights"
X Link @MandhirSingh5 2025-10-16T16:23Z XXX followers, XX engagements
"$DIS now exploring a co-CEO setup while the stock has lagged XX% vs S&P and XX% vs Nasdaq under Igers return. Meanwhile: X TikTok & YouTube are eating Disneys attention X $NFLX figured out scale years ago X Legacy media still clings to old playbooks X Streaming economics without scale are still bleeding despite price increases Slapping co-CEO on insiders is just governance theatre. Will Disney see a Real turnaround or is this just more drama for shareholders #ManuInsights"
X Link @MandhirSingh5 2025-10-14T17:05Z XXX followers, XX engagements
"π¬ ASML isnt just another chip gear supplier its the indispensable giant even Nvidia must rely on. X $ASML just logged strong orders despite broader chip capex delays signaling that fabs must buy from the top lithography leader. X Their Q3 results show margins holding up and backlog growing even when other semi equip players are seeing pushouts. X With tech leadership that few can match for ASML its no longer if orders will come its when. For investors this is critical player in the AI theme. Yes $ASML has underperformed its peer group this year but that gap looks set to close as the AI capex"
X Link @MandhirSingh5 2025-10-15T16:31Z XXX followers, XX engagements
"β‘ Everyones writing LOIs with OpenAI but few realize the capital burden is real. Broadcoms bet is getting cheerleaders but its a big gamble: X AVGO / AMD / ORCL must sink real resources (that means capex fabs system design) to stay partner worthy in the long term X Meanwhile NVIDIA is already entrenched with tech + scale + mindshare being best-in-class. X OpenAI needs to raise $$$ to deliver on all these promises and its not trivial So: is Broadcoms stock pop really baked in Or is it hype baked on thin margin promises #ManuInsights"
X Link @MandhirSingh5 2025-10-15T12:41Z XXX followers, XX engagements
"β‘ Everyones writing LOIs with OpenAI but few realize the capital burden is real. Broadcoms bet is getting cheerleaders but its a big gamble: X $AVGO / $AMD / $ORCL must sink real resources (that means capex fabs system design) to stay partner worthy in the long term X Meanwhile $NVDA is already entrenched with tech + scale + mindshare being best-in-class. X OpenAI needs to raise $$$ to deliver on all these promises and its not trivial So: is Broadcoms stock pop really baked in Or is it hype baked on thin margin promises #ManuInsights"
X Link @MandhirSingh5 2025-10-15T12:43Z XXX followers, XX engagements
"β‘ Everyones writing LOIs with OpenAI but few realize the capital burden is real. Broadcoms bet is getting cheerleaders but its a big gamble: X $AVGO / $AMD / $ORCL must sink real resources (that means capex fabs system design) to stay partner worthy in the long term X Meanwhile $NVDA is already entrenched with tech + scale + mindshare being best-in-class. X OpenAI needs to raise $$$ to deliver on all these promises and its not trivial So: is Broadcoms stock pop really baked in Or is it hype baked on thin margin promises #ManuInsights"
X Link @MandhirSingh5 2025-10-15T12:44Z XXX followers, XX engagements
"π Another merger dressed as growth this one reads more like cost synergies & defensive than value creation. X Fifth Third is acquiring Comerica in a $XXXX Billion stock deal - shareholders swap equity not cash. X Talk is about combining back-office systems cutting overlap and squeezing margins. X Whats missing is actually a narrative of how this improves service lowers fees or benefits customers. When banks merge to survive rather than to lead the question isnt Will they succeed its Who pays when scale isnt enough #ManuInsights"
X Link @MandhirSingh5 2025-10-08T17:36Z XXX followers, XX engagements
"π Want a clean way to track the AI trade beyond headlines Follow "tokens" the real-time fuel gauge for AI usage. Each token ( of a word) is what companies like OpenAI Anthropic and $GOOGL bill for. In other words. Token usage = actual inference activity think of it as billable compute. X Unlike API calls or users every token processed = dollars billed. X Rising token volumes real demand scaling workloads and infrastructure growth. X Flatlining tokens the trillion-dollar AI build-out models GPUs data centers starts looking shaky. Its not perfect efficiency gains compression and caching blur"
X Link @MandhirSingh5 2025-10-16T17:23Z XXX followers, XX engagements
"π¬ ASML isnt just another chip gear supplier its the indispensable giant even Nvidia must rely on. X $ASML just logged strong orders despite broader chip capex delays signaling that fabs must buy from the top lithography leader. X Their Q3 results show margins holding up and backlog growing even when other semi equip players are seeing pushouts. X With tech leadership that few can match for ASML its no longer if orders will come its when. For investors this is critical player in the AI theme. Yes $ASML has underperformed its peer group this year but that gap looks set to close as the AI capex"
X Link @MandhirSingh5 2025-10-15T16:31Z XXX followers, XX engagements
"$DIS now exploring a co-CEO setup while the stock has lagged XX% vs S&P and XX% vs Nasdaq under Igers return. Meanwhile: X TikTok & YouTube are eating Disneys attention X $NFLX figured out scale years ago X Legacy media still clings to old playbooks X Streaming economics without scale are still bleeding despite price increases Slapping co-CEO on insiders is just governance theatre. Will Disney see a Real turnaround or is this just more drama for shareholders #ManuInsights"
X Link @MandhirSingh5 2025-10-14T17:07Z XXX followers, XX engagements