@Midnight_Captl Avatar @Midnight_Captl Midnight Capital LLC

Midnight Capital LLC posts on X about $nvda, nvda, ai, meta the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

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Social Influence

Social category influence technology brands 45.71% stocks 41.43% finance 16.43% countries 2.14% celebrities 1.43% cryptocurrencies 0.71% currencies 0.71% social networks 0.71% events 0.71%

Social topic influence $nvda #737, nvda 11.43%, ai 10%, meta 8.57%, $msft #267, $googl 7.14%, $goog #96, $meta #146, open ai #501, $amzn #441

Top accounts mentioned or mentioned by @ldloeb @majorocelot45 @krispatel99 @grok @banana3stocks @buccocapital @evrgn11112231 @analysisop @bingbongdeedoop @gt97322191 @anni_sen @sama @pythiar @randinvest @friedmandave @ns123abc @openai @datadelaurier @r_and_invest @mf_camillus

Top assets mentioned NVIDIA Corp. (NVDA) Microsoft Corp. (MSFT) Alphabet Inc Class A (GOOGL) Metadium (META) Amazon.com, Inc. (AMZN) Oracle Corporation (ORCL) Apple, Inc. (AAPL) Taiwan Semiconductor (TSM) Advanced Micro Devices (AMD) Palantir Technologies Inc. (PLTR) Netflix Inc (NFLX) SAP SE (SAP) Micron Technology, Inc. (MU) Broadcom, Inc. (AVGO) Bitcoin (BTC)

Top Social Posts

Top posts by engagements in the last [--] hours

"Added considerably to $META this morning $625 The Street continues to be completely wrong about the story here. Fully expect earnings + guidance to be a blowout. Were going to be putting the ROIC debate to rest very soon"
X Link 2026-01-13T15:21Z [----] followers, 30.4K engagements

"Per usual Im looking at this from the exact opposite perspective than the Street. Im actually quite excited that $MSFT is realizing that over emphasis on Azure growth is undercutting Microsofts ability to actually take advantage of AI in supercharging their core business. Satya mentioned this a bit on that infamous interview with @altcap that he wishes (half jokingly) that investors wouldnt be so focused on Azure numbers since MSFTs true high margin business is GitHub copilot (and other businesses). Amazon and Microsoft (prior to this quarter) seemed to be stuck in this Finance bro death trap"
X Link 2026-01-29T03:49Z [----] followers, 19.9K engagements

"Among the worst of the worst names today is $SAP. Probably one of the software names least likely to be negatively impacted by AI. Too sticky. But theyre hated for many reasons. At low 20s trailing PE some of these names get interesting. Still aways away from that"
X Link 2026-01-29T17:01Z [----] followers, [----] engagements

"Think $AAPL gonna nuke after hours. We have no position. Margins under intense pressure thx to memory etc. We shall see"
X Link 2026-01-29T17:16Z [----] followers, [----] engagements

"Hey guys. Before $AAPL nukes 10% AH. I just want you to remember. I told you so. Will delete if wrong"
X Link 2026-01-29T19:59Z [----] followers, 19.4K engagements

"$NVDA EOY PT $285 1/ What Wall Street thought (January 9th): The big tech companies (Meta Google Amazon Microsoft) would spend $450B on AI infrastructure this year. Based on that Nvidia would make $325-330B in revenue. 2/ What I thought: Wall Street is underestimating spend. These companies will actually spend $600B: Meta: $110B Google: $150B Amazon: $150B Microsoft: $150B Nvidia typically captures half of this spending. That means the incremental $150B in CapEx spending by Hyperscalers above Street expectations would translate to $75B more gross rev for NV. And that doesnt even count China"
X Link 2026-01-30T22:25Z [----] followers, 18.6K engagements

"@grok @JP_Money_95630 70% $ capture for this spend is way too high"
X Link 2026-01-31T05:36Z [----] followers, [---] engagements

"Fears that OAI wont be able to sustainably grow / carry out their infra plans is the only thing holding NV & many other names down btw 🤷♂ $ORCL $MSFT $NVDA $MU $ASML $TSM Wait till OAI is raking in $$$ from Ads. Finance bros in shambles"
X Link 2026-01-31T18:05Z [----] followers, [----] engagements

"$NVDA Jensen today saying what Ive been saying for months now Custom silicon programs (including $GOOG TPUs) will not be competitive with Nvidia systems: Nvidia has [-----] employees working on this [--] thing $20B annual R&D budget Entire management teams focus InferenceMAX will have the calculations soon when they publish TPU v7 results which theyll handicap in a hundred ways all of them bullshit including the TCO side (cost of TPU to Google) - SA has no idea what the TPUs cost Google. The simple issue here for Google is Google InferenceMAX will have the calculations soon when they publish TPU"
X Link 2026-02-01T00:44Z [----] followers, 113K engagements

"The $NVDA disrespect just continues Fwd PE collapsing. Jensen is going to obliterate all doubt later this month"
X Link 2026-02-02T19:53Z [----] followers, 18.6K engagements

"OAI to raise $150-170B potentially for the next round And I agree If that gets funded $MSFT and $ORCL RPOs become rock solid Oracle in particular should rerate aggressively @GordianKnotDev Theres been rumors of around 150-170B in funding for OpenAI in the next raise. Theyll be fully funded through [----] if thats confirmed and entire complex will rip @GordianKnotDev Theres been rumors of around 150-170B in funding for OpenAI in the next raise. Theyll be fully funded through [----] if thats confirmed and entire complex will rip"
X Link 2026-02-02T20:07Z [----] followers, 50.6K engagements

"Were so back @sama $NVDA We love working with NVIDIA and they make the best AI chips in the world. We hope to be a gigantic customer for a very long time. I don't get where all this insanity is coming from. We love working with NVIDIA and they make the best AI chips in the world. We hope to be a gigantic customer for a very long time. I don't get where all this insanity is coming from"
X Link 2026-02-02T22:33Z [----] followers, [----] engagements

"How it felt buying $ORCL today and having it drop 5% immediately after"
X Link 2026-02-03T00:14Z [----] followers, [----] engagements

"OAI head of compute on $NVDA Thats why we are anchoring on NVIDIA as the core of our training and inference stack while deliberately expanding the ecosystem around it through partnerships with Cerebras AMD and Broadcom Someone at @Reuters messed up 😬😬😬😬😬😬😬 Our partnership with NVIDIA is foundational. NVIDIA is our most important partner for both training and inference and our entire compute fleet runs on NVIDIA GPUs. This is not a vendor relationship. It is deep ongoing co-design. We build systems together and our frontier Our partnership with NVIDIA is foundational. NVIDIA is our most"
X Link 2026-02-03T01:03Z [----] followers, 25.8K engagements

"Another beautiful night to be fighting $NVDA FUD"
X Link 2026-02-03T01:44Z [----] followers, [----] engagements

"@HighyieldHarry I was working at General Mills in [----] when 3G was eyeing acquiring it. The entire corporate HQ was on edge about it at the time. The stock is down 15% almost [--] years later so I guess 3G dodged a bullet"
X Link 2026-02-03T04:03Z [----] followers, [---] engagements

"Is that all you sellers got"
X Link 2026-02-03T19:23Z [----] followers, [----] engagements

"Portfolio breakdown Feb [--] close: Got stopped out of $ORCL down 8% added to $MSFT Port is down 7% from ATH - not too bad all things considered $NVDA still going to torch bears soon :) The sky is not falling 🙄"
X Link 2026-02-03T21:54Z [----] followers, [----] engagements

"IMO this is 100% right $NVDA is 10x larger than $AMD but will grow 2x faster this year at 50% higher margins There is literally no comparison between the two companies. Oh and btw $AMD is 50% more expensive than NV on a fwd PE basis Can we just finally admit that $AMD is dog shit Biggest AI boom of all time and its guiding a measly [---] million over estimates for next quarter 39% yoy Data center growth compared to $NVDA 62% yoy data center growth and Nvidia is literally 10x bigger. Lisa suck Su hasnt Can we just finally admit that $AMD is dog shit Biggest AI boom of all time and its guiding a"
X Link 2026-02-03T22:26Z [----] followers, 66.3K engagements

"If $GOOG misses tmw were literally going to zero just FYI I will laugh if they miss cuz it truly means were all going to hell I will laugh if they miss cuz it truly means were all going to hell"
X Link 2026-02-04T01:05Z [----] followers, 29.7K engagements

"The financial media whenever I start to think theyre running out of $NVDA FUD stories $NVDA - NVIDIA AI CHIP SALES TO CHINA STALLED BY US SECURITY REVIEW- FT CHINESE CUSTOMERS ARE MEANWHILE NOT PLACING H200 CHIP ORDERS WITH NVIDIA - FT $NVDA - NVIDIA AI CHIP SALES TO CHINA STALLED BY US SECURITY REVIEW- FT CHINESE CUSTOMERS ARE MEANWHILE NOT PLACING H200 CHIP ORDERS WITH NVIDIA - FT"
X Link 2026-02-04T03:28Z [----] followers, [----] engagements

"After maybe one of the best quarters in stock market history last week $PLTR is dumping like a piece of hot garbage Absolute madness. Did they figure out Palantir can be vibe coded as well Absolute madness. Did they figure out Palantir can be vibe coded as well"
X Link 2026-02-04T15:06Z [----] followers, 22.2K engagements

"Woahhhh thought $AMD quarter was mid but not -15% bad yeeeeeshh 😬"
X Link 2026-02-04T15:11Z [----] followers, [----] engagements

"If anyone from OAI is following me listen to me. DM me and we can sort this comms / PR nightmare out. The adversaries are weak. We just need some better strategies. Time is running out. Please send the word. First the good part of the Anthropic ads: they are funny and I laughed. But I wonder why Anthropic would go for something so clearly dishonest. Our most important principle for ads says that we wont do exactly this; we would obviously never run ads in the way Anthropic First the good part of the Anthropic ads: they are funny and I laughed. But I wonder why Anthropic would go for something"
X Link 2026-02-04T20:20Z [----] followers, [----] engagements

"Spread the word that we're back up"
X Link 2026-02-04T20:53Z [----] followers, [----] engagements

"" $GOOG said it expects to spend between $175B-$185B on CAPEX in [----] above expectations of $120B" This number is even larger than I thought it would be ($150B) This is absolutely mind blowing even for me. My brain hurts $AVGO Others Surge After Google Announces Massive [----] Capex Google CapEx investments are anticipated to be in the range of $175 to $185 billion Estimate $119.5 billion. $AVGO Others Surge After Google Announces Massive [----] Capex Google CapEx investments are anticipated to be in the range of $175 to $185 billion Estimate $119.5 billion"
X Link 2026-02-04T21:10Z [----] followers, 17.8K engagements

"@Srasgon Stacy - how offsides are people with Broadcom and NV right now scale 1-10"
X Link 2026-02-05T02:02Z [----] followers, [----] engagements

"All this talk of TPU this and XPU that is gonna fade away when we see Blackwell class models released 1H this year gb200 has really been enabling us to do some amazing things gb200 has really been enabling us to do some amazing things"
X Link 2026-02-05T14:46Z [----] followers, [----] engagements

"Odds NV does $450B in revenue this year are growing in that case I always held it as a super mega bull outlier scenario but it looks like the stars might be aligning for it Hyperscaler CAPEX will cross $700B Amazon & Microsoft will revise CAPEX up Hyperscaler CAPEX will cross $700B Amazon & Microsoft will revise CAPEX up"
X Link 2026-02-05T15:28Z [----] followers, [----] engagements

"OpenAI really released Codex [---] a couple minutes after Anthropic put out Opus [---] Lmaooo the level of competition here is wild THEY RELEASED [---] CODEX THE SECOND OPUS [---] DROPPED LMAO https://t.co/JDL0LEm6Tp THEY RELEASED [---] CODEX THE SECOND OPUS [---] DROPPED LMAO https://t.co/JDL0LEm6Tp"
X Link 2026-02-05T18:15Z [----] followers, [----] engagements

"Probably the two max pain assets in the market right now $ORCL and $BTC. Absolutely disgusting (both)"
X Link 2026-02-05T19:54Z [----] followers, [----] engagements

"Hmmm no tweets about NV then all of a sudden everyone in the company is tweeting about how amazing NV is 🤣🤣 Sounds like a message was sent 😬😂 fruits of our long-term collaboration with nvidia fruits of our long-term collaboration with nvidia"
X Link 2026-02-05T21:09Z [----] followers, [----] engagements

"JASSYYYYYYYYYYYYYYYYYYYYYYY $AMZN Stock down 11%. AWS growth was 24% vs whisper of 25%+ and imprint of 22%. Whisper jumped last night on the Google Cloud blowout last night. Capex guide was $200B. Expectations were $150B. $AMZN Stock down 11%. AWS growth was 24% vs whisper of 25%+ and imprint of 22%. Whisper jumped last night on the Google Cloud blowout last night. Capex guide was $200B. Expectations were $150B"
X Link 2026-02-05T21:14Z [----] followers, [----] engagements

"You know honestly Amazon may have had such a weak AWS growth number because of their decisions to not lean into $NVDA a few quarters ago and now its showing up in the numbers 🤷♂ You all know I was already insanely bullish on the Nvidia's NVL72 supercycle this year. These capex numbers from Google and Amazon BLOW AWAY even my most optimistic expectations for Nvidia's main end customer market. https://t.co/HbrjXWnRqP You all know I was already insanely bullish on the Nvidia's NVL72 supercycle this year. These capex numbers from Google and Amazon BLOW AWAY even my most optimistic expectations"
X Link 2026-02-05T21:32Z [----] followers, [----] engagements

"@PythiaR Precisely But were not even close to peak cycle so its going to be pretty painful for the pods and shops who think it cant / wont go higher"
X Link 2026-02-05T22:52Z [----] followers, [----] engagements

"@MetacriticCap Great way of putting it One big wrench in that thesis is $META results"
X Link 2026-02-05T23:09Z [----] followers, [---] engagements

"@R_and_Invest @Banana3Stocks Great comment - youre right"
X Link 2026-02-05T23:53Z [----] followers, [----] engagements

"@R_and_Invest @Banana3Stocks It just depends FCF is only one valuation metric ( one that people seem obsessed with right now but could change at any point in favor of operating profit etc.). None of us as investors can touch this FCF anyway so Im not sure why theres such a hyper fixation on it"
X Link 2026-02-06T00:17Z [----] followers, [--] engagements

"This obsession with FCF can change on a dime btw. Investors are very fickle about the metrics they care about. Today it seems to be free cash flow tomorrow it could be revenue growth the day after that operating profit. Dont believe the talking heads telling you FCF is the only thing to look at with these companies its not even close to the full story. https://twitter.com/i/web/status/2019566710370758897 https://twitter.com/i/web/status/2019566710370758897"
X Link 2026-02-06T00:20Z [----] followers, [----] engagements

"Alright last post for tonight about this - Tl;DR: I think Google and Meta probably tap the debt markets beginning next year to continue expanding CapEx beyond 20-30%. Amazon & Microsoft much less clear if shareholders will permit it Doing some reflection of where were at in terms of CapEx / the cycle (dont really view this as a cycle rather a durable / structural shift of where value ultimately accrues in our society - compute imo) Were probably going to end the year at $700B in CapEx between the Big4 ( $MSFT $META $AMZN $GOOG) up from my already high expectations of $650B MSFT: $170B"
X Link 2026-02-06T01:14Z [----] followers, [----] engagements

"@CraftAndSloe Im a believer in Jevons Paradox at least as it relates to computing so no I dont think efficiency gains will dampen appetite for more compute"
X Link 2026-02-06T01:36Z [----] followers, [---] engagements

"@christianoboria @gdb Really Why do you say that haha"
X Link 2026-02-06T01:55Z [----] followers, [--] engagements

"@PythiaR Yeah if it was all about the AI fear and peak capex and depreciation and FCF Then explain the first assets to get murdered being arguably silver and software The story line doesnt quite add up 🕵♂"
X Link 2026-02-06T03:26Z [----] followers, [---] engagements

"Another strong pro $NVDA remark from OAIs compute team The frequency and specificity of these remarks from various personnel over the past several days is no coincidence. They want something allocation Investment Better relations with Jensen Somethings changed. HW/SW co design with Nvidia is foundational for scaling OpenAIs frontier model training and inference HW/SW co design with Nvidia is foundational for scaling OpenAIs frontier model training and inference"
X Link 2026-02-06T04:08Z [----] followers, [----] engagements

"@Geiger_Capital MSFT was $72B in 1H and the intensity will ramp in 2H - guessing theyre $160-170B"
X Link 2026-02-06T04:16Z [----] followers, [---] engagements

"Hey shorts 👋 $NVDA"
X Link 2026-02-06T15:29Z [----] followers, [----] engagements

"Feels good man"
X Link 2026-02-06T17:31Z [----] followers, [----] engagements

"@grok @TheBroskiUSA Its all about the Super Bowl Grok you are so smart"
X Link 2026-02-07T02:31Z [----] followers, [--] engagements

"@tunguz TPUs"
X Link 2026-02-07T03:28Z [----] followers, [---] engagements

"@buccocapital"
X Link 2026-02-07T03:45Z [----] followers, [---] engagements

"@OrnnExchange No free ads"
X Link 2026-02-07T03:48Z [----] followers, [---] engagements

"My entire TL is people freaking out about compute shortages / GB200 supremacy / $NVDA mogging everyone Are we Possibly So back 🤔"
X Link 2026-02-07T06:05Z [----] followers, [----] engagements

"@tyche_rle Year of the horse"
X Link 2026-02-07T07:04Z [----] followers, [---] engagements

"@DratchCap Insanely important point. This juices IRR a lott"
X Link 2026-02-07T18:08Z [----] followers, [---] engagements

"@Andr12988772 Its a good question. Ive been looking at coreweave for a long time but I want to be selective about entry. Ultimately tho youre right this is very bullish for these companies"
X Link 2026-02-07T18:10Z [----] followers, [---] engagements

"@DratchCap There are a bunch of flaws in Roons analysis here. There are clearly areas where capital owners will accrue huge amounts of value"
X Link 2026-02-07T19:51Z [----] followers, [---] engagements

"@geoffreykarren @anni_sen not with leopold if thats what youre asking. Or are you just asking more generally"
X Link 2026-02-07T23:59Z [----] followers, [--] engagements

"I think they're going to want some amount of compute allocated to them by OAI / Anthropic / Gemini etc Maybe not necessarily on prem but there will be new forms of compute allocation that will emerge (like securing % of a data center for your corporation - maybe denominated in GPU hours) https://twitter.com/i/web/status/2020286945025516016 https://twitter.com/i/web/status/2020286945025516016"
X Link 2026-02-08T00:01Z [----] followers, [---] engagements

"This is the start of what Ive been talking about. Anthropics Fast mode is just a taste just the beginning of the power divide thats going to emerge between the compute rich and poor. With the release of opus [---] fast mode I have officially reached token poor I've been able to afford being on cutting edge of all ai so far but this is $1k per day territory. With the release of opus [---] fast mode I have officially reached token poor I've been able to afford being on cutting edge of all ai so far but this is $1k per day territory"
X Link 2026-02-08T04:19Z [----] followers, [---] engagements

"@friedmandave @wayne_nelmz @vikramskr @Citrini7 @ns123abc @zephyr_z9 @kakashiii111 @SemiAnalysis_ @buccocapital @TheValueist @saxena_puru @RihardJarc @deanwball Counterbalance to that is what resource becomes valuable in such universe (compute). Maybe the only inflationary good in a sea of deflation"
X Link 2026-02-09T00:56Z [----] followers, [--] engagements

"@friedmandave @wayne_nelmz @vikramskr @Citrini7 @ns123abc @zephyr_z9 @kakashiii111 @SemiAnalysis_ @buccocapital @TheValueist @saxena_puru @RihardJarc @deanwball In such a world as you describe the knock on consequences are everything accelerates. Including robotics including everything. Everything begins to fall in price (deflation) as a result. The highest productive thing to do is still - add more compute -"
X Link 2026-02-09T00:59Z [----] followers, [--] engagements

"Those TPUs arent gettin it done huh shame Im sure Google can increase their allocation to Rubin moving fwd Gemini [--] looks retarded compared to [---] and Opus [---] Google please update Gemini [--] looks retarded compared to [---] and Opus [---] Google please update"
X Link 2026-02-09T14:48Z [----] followers, 11.3K engagements

"@Alex_Intel_ Not exclusively"
X Link 2026-02-09T15:47Z [----] followers, [---] engagements

"Re. All of OAIs reckless spending guess what Its going to become a strategic advantage for them (and a big issue for Anthropic) 😬 Its an arms race. Almost the minute GPT [---] codex came out the @OpenAI ecosystem (which includes $NVDA) started snapping back. That's during a huge rising AI tide. Constraints everywhere seem worse almost daily. It felt almost too obvious though "OpenAI compute" was never gonna be unused no https://t.co/o58d3BtdW3 Almost the minute GPT [---] codex came out the @OpenAI ecosystem (which includes $NVDA) started snapping back. That's during a huge rising AI tide."
X Link 2026-02-09T16:47Z [----] followers, [----] engagements

"@thegreattrade1 @Alex_Intel_ Sounds like a problem"
X Link 2026-02-09T17:36Z [----] followers, [--] engagements

"How it feels being basically at ATHs today with [--] leverage while many on Fintwit are down a lot chasing things that are not owned by us"
X Link 2026-02-09T18:02Z [----] followers, [----] engagements

"Were starting to roll out a test for ads in ChatGPT today to a subset of free and Go users in the U.S. Ads do not influence ChatGPTs answers. Ads are labeled as sponsored and visually separate from the response. Our goal is to give everyone access to ChatGPT for free with https://t.co/S9BV24uJLb Were starting to roll out a test for ads in ChatGPT today to a subset of free and Go users in the U.S. Ads do not influence ChatGPTs answers. Ads are labeled as sponsored and visually separate from the response. Our goal is to give everyone access to ChatGPT for free with https://t.co/S9BV24uJLb"
X Link 2026-02-09T19:06Z [----] followers, [----] engagements

"10GW = $500B in spend btw $NVDA $TSM ANTHROPIC IS QUIETLY ASSEMBLING VETERAN TEAM AND HAS DISCUSSED SECURING AT LEAST [--] GIGAWATTS OF CAPACITY OVER NEXT SEVERAL YEARS - THE INFORMATION ANTHROPIC IS QUIETLY ASSEMBLING VETERAN TEAM AND HAS DISCUSSED SECURING AT LEAST [--] GIGAWATTS OF CAPACITY OVER NEXT SEVERAL YEARS - THE INFORMATION"
X Link 2026-02-09T21:34Z [----] followers, 33.6K engagements

"@ser_kingslayer_ Wdym information sub As for compute split its going to be all of the above but from our research - heavy preference towards whatever the latest NV system is"
X Link 2026-02-09T21:39Z [----] followers, [---] engagements

"@PythiaR Starting to wonder if this is a tailwind not a headwind for $MSFT Need to learn more about what exactly is happening with enterprise software + agents. Heard something from databricks CEO this morning that made me pause"
X Link 2026-02-09T22:16Z [----] followers, [----] engagements

"@alighodsi on CNBC this morning: Whatever the agents use is going to see usage and revenue growth. That framing makes me think the SaaS drawdown is offsides in spots. The question isnt does AI kill SaaS Its: which products become the default tool stack for agents Those companies could see more usage (and probably more revenue) not less. I now constantly get questions about the SAAS meltdown role of AI system of records etc. I don't have an answer to all these. But I do know that we saw an acceleration in our business in Q2 Q3 and now finished the year with accelerating Q4. The question is why"
X Link 2026-02-09T23:06Z [----] followers, [----] engagements

"Whenever you realize that every dollar Satya Nadella put into OAI is going to end up being money good and hes probably going to end up with the weights / secrets for AGI by [----] when Microsofts IP rights over OAI expire"
X Link 2026-02-10T01:43Z [----] followers, [----] engagements

"@dissectmarkets They have all the IP rights until [----]. I suspect well have something close to AGI by then"
X Link 2026-02-10T17:59Z [----] followers, [--] engagements

"@ftreric Consensus is $328B right now and theyre way too low"
X Link 2026-02-11T00:06Z [----] followers, [--] engagements

"1. The reckoning is coming. [--]. It will be spectacular. [--]. Unfortunately there will be LOTS of collateral damage and no one will be spared. :/ [--]. The reckoning is coming. [--]. It will be spectacular. [--]. Unfortunately there will be LOTS of collateral damage and no one will be spared. :/"
X Link 2026-02-11T01:53Z [----] followers, [----] engagements

"@tunguz Thats simply not true Shareholders will be spared"
X Link 2026-02-11T01:54Z [----] followers, [----] engagements

"@VKMacro Narrative violation"
X Link 2026-02-11T16:53Z [----] followers, [---] engagements

"Damn even me professional hater of $AMZN have to admit its getting very attractive here"
X Link 2026-02-11T17:08Z [----] followers, [----] engagements

"@MF_Camillus Amazon vs Walmart here is actually insane. Really mind blowing stuff"
X Link 2026-02-11T17:12Z [----] followers, [---] engagements

"@MF_Camillus @SimonSande34077 Yeah theyre not investing theyre day trading"
X Link 2026-02-11T17:20Z [----] followers, [---] engagements

"We have a significantly better cost basis in $META than Ackman BILL ACKMAN REVEALS NEW $META POSITION https://t.co/qU9tb6oIex BILL ACKMAN REVEALS NEW $META POSITION https://t.co/qU9tb6oIex"
X Link 2026-02-11T17:30Z [----] followers, [----] engagements

"@KrisPatel99 Kris youre still fundamentally not understanding whats happening here This is a decade long buildout were nowhere near peak capex. The pair trade would make sense if you said the results from the capex are going to surprise massively to the upside - that would make sense"
X Link 2026-02-11T17:48Z [----] followers, [----] engagements

"@valleyinvesting We own NV META TSM and Google and a little bit of MSFT that were down on"
X Link 2026-02-11T19:51Z [----] followers, [--] engagements

"@MajorOcelot45 Yeah thanks to TSM and META"
X Link 2026-02-11T20:08Z [----] followers, [---] engagements

"@Alex_Intel_ Yeah I could see that but its way too much of a real business. Doesnt jive with the pumper strategy"
X Link 2026-02-11T21:06Z [----] followers, [---] engagements

"Thats all going away We're committing to cover electricity price increases from our data centers. To ensure ratepayers arent picking up the tab we'll pay 100% of grid upgrade costs work to bring new power online and invest in systems to reduce grid strain. Read more: https://t.co/avOFlvRNpa We're committing to cover electricity price increases from our data centers. To ensure ratepayers arent picking up the tab we'll pay 100% of grid upgrade costs work to bring new power online and invest in systems to reduce grid strain. Read more: https://t.co/avOFlvRNpa"
X Link 2026-02-11T21:38Z [----] followers, [----] engagements

"@DataDeLaurier Why stop at the moon Lets go to Pluto"
X Link 2026-02-11T21:39Z [----] followers, [---] engagements

"@sharath_tweets7 Haha I think it was several things but yes one of the main factors was their work on Gemini as a frontier lab imo"
X Link 2026-02-11T23:43Z [----] followers, [--] engagements

"@baroqueobama87 Which tweet"
X Link 2026-02-11T23:46Z [----] followers, [--] engagements

"@DataDeLaurier Maybe we can go to Brypton after that and build more trigafabs on Zupiter"
X Link 2026-02-12T00:09Z [----] followers, [--] engagements

"@jukan05 No dude Jesus"
X Link 2026-02-12T04:50Z [----] followers, [---] engagements

"@RHouseResearch Jesus I didnt know people were paying enough attention to accurately describe this. Good work"
X Link 2026-02-12T18:09Z [----] followers, [---] engagements

"@adf_energy_twt Yeah its not great"
X Link 2026-02-12T18:30Z [----] followers, [---] engagements

"@LDLoeb Its not thst much more useful than just using Claudecode tbh but Im also not taking full advantage of it"
X Link 2026-02-12T19:21Z [----] followers, [--] engagements

"@LDLoeb Yeah I used cowork to organize loose files on my computer that was pretty cool / useful Just dont have a good use for the Chronjobs and no I dont believe jus regular Claude code does tha but Im Sure you could code a function that handles it"
X Link 2026-02-12T19:30Z [----] followers, [--] engagements

"Walmarts factors are bullish and I heard theres a lot of Coreys working there"
X Link 2026-02-12T23:15Z [----] followers, [---] engagements

"This is extremely positive for $META IT FUCKING HAPPENED. Seedance [---] now works with the @openclaw agent inside @chatcutapp. This UGC video was generated entirely with Seedance [---] after I sent an Amazon link. The agent crawled the page extracted product info and photos then fed the right assets into Seedance https://t.co/TOyChxh6Rx IT FUCKING HAPPENED. Seedance [---] now works with the @openclaw agent inside @chatcutapp. This UGC video was generated entirely with Seedance [---] after I sent an Amazon link. The agent crawled the page extracted product info and photos then fed the right assets"
X Link 2026-02-14T01:16Z [----] followers, [---] engagements

"In relation to the quarters we just saw $MSFT $META and $GOOG put up this looks like hot horse shit Really really mediocre and $AMZN is the most expensive name of the group *AMAZON 4Q EPS $1.95 EST. $1.96 *AMAZON 4Q NET SALES $213.39B EST. $211.49B *AMAZON 4Q OPER MARGIN 11.7% EST. 11.7% *AMAZON SEES 1Q NET SALES $173.5B TO $178.5B EST. $175.54B *AMAZON 4Q EPS $1.95 EST. $1.96 *AMAZON 4Q NET SALES $213.39B EST. $211.49B *AMAZON 4Q OPER MARGIN 11.7% EST. 11.7% *AMAZON SEES 1Q NET SALES $173.5B TO $178.5B EST. $175.54B"
X Link 2026-02-05T21:21Z [----] followers, [----] engagements

"$TSM now has a bigger fwd PE than $NVDA (20-24ish)"
X Link 2026-02-11T16:19Z [----] followers, 10.5K engagements

"@R_and_Invest @InvestingRabbit Oh have you tried the meta glasses"
X Link 2026-02-13T05:10Z [----] followers, [--] engagements

"Excellent point here. $AMZN backlog for AWS also looked extremely light at least purely on the numbers Google had roughly the same backlog with half the revenue @Banana3Stocks Thats not a good thing sorry. $Msft is approaching $620B 👀w/$350B+ non OpenAI. $Googl is at $242B (GCP is 1/2 of AWS revenues) and $Amzn is at only $244B. Msft and Googl taking market share and GCP at least last Qtr crushed in bookings. @Banana3Stocks Thats not a good thing sorry. $Msft is approaching $620B 👀w/$350B+ non OpenAI. $Googl is at $242B (GCP is 1/2 of AWS revenues) and $Amzn is at only $244B. Msft and Googl"
X Link 2026-02-05T23:55Z [----] followers, 19.5K engagements

"Verryyy interesting language from SMIC Sounds like theyre under some pressure from the PRC Part of the way theyre deflecting is by saying the burgers are overspending this is reckless Will have to see how that narrative goes for them as the year ticks on. Better get to work lads SMIC: HBM Supply Shortage Expected to Persist for Years Bottleneck Shifting to Back-End Processes SMIC CEO Zhao Haijun stated during an earnings call that AI computing demand will remain in a state of persistent shortage for a considerable period. He explained SMIC: HBM Supply Shortage Expected to Persist for Years"
X Link 2026-02-11T17:39Z [----] followers, [----] engagements

"Finding it increasingly silly and ludicrous that people have capital allocated to anything else when $AMZN $META $MSFT and $GOOG have fwd PEs in the low-mid 20s (Meta sub 20) Like wdym you own Dunder Mifflin at 36x fwd and own no big tech are you dense"
X Link 2026-02-12T19:36Z [----] followers, 38.6K engagements

"The Boomer PMs out there are going to be very confused / angry whenever Anthropic finishes the year at $60B ARR OAI $75B ARR and CapEx in [----] guides between the big [--] is $1T"
X Link 2026-02-13T19:49Z [----] followers, 17.6K engagements

"Increasingly convinced @sama / @OpenAI $1.4T compute commitments make a lot of sense for all parties involved and should ultimately get funded We saw Codex this past week leapfrog Claude Code as SOTA not only in capability but in throughput & latency (thanks to compute fleet advantages) Meme and dunk on Altman all you want but people will use whatever is SOTA regardless of personal feelings about the CEOs"
X Link 2026-02-14T22:54Z [----] followers, [----] engagements

"@evrgn11112231 @sama @OpenAI But thats different then saying tech looking for biz model"
X Link 2026-02-15T00:39Z [----] followers, [---] engagements

"@tszzl Mogmaxxing"
X Link 2026-02-09T03:12Z [----] followers, [---] engagements

"Year of the horse Spread the word"
X Link 2026-02-06T20:50Z [----] followers, [----] engagements

"Quite the dramatic selloff in $AAPL today Wonder if realization about margin pressure thx to memory prices and the next TSMC node (competing with NV) are setting in Lot of changes coming for the king of the jungle"
X Link 2026-02-12T18:18Z [----] followers, [----] engagements

"@MikeLee25321582 Maybe you have to take a leap of faith to own NV (its 45% of our portfolio so were there obviously)"
X Link 2026-02-13T01:42Z [----] followers, [---] engagements

"@buccocapital Im gonna have my claudbot Claude code all that shit rips bong"
X Link 2026-02-13T17:18Z [----] followers, [---] engagements

"@OnodaCapital Just be long the market. Thats how to fade"
X Link 2026-02-13T18:11Z [----] followers, [----] engagements

"Dario did his best to explain the current situation re. compute planning but the reality of the situation is tenuous at best He left out an important detail which is the implosion risk of under spending In a world where vast sum of economic value accrues to SOTA and .5-1 gen behind models barely get used its feast or famine. While not overspending may save him from one tail risk the other which is equally devastating may be triggered (falling off SOTA train) If OAI with their reckless spending sets new SOTA pace and Anthropic doesnt keep up they may implode all the same as if they overspent"
X Link 2026-02-13T21:35Z [----] followers, [----] engagements

"@undrvalue @evrgn11112231 @sama @OpenAI Yeah agree its silly to say this is tech looking for a problem like crypto or NFTs. Not really a serious take. It sounds good always fun to be cynical but it doesnt hold water"
X Link 2026-02-15T00:57Z [----] followers, [---] engagements

"As compute risk is repriced companies will race to secure supply Over the past two weeks we've seen a significant decline in the IGV (software index) on the premise that AI will erode the moats of http://x.com/i/article/2019919808977145856 http://x.com/i/article/2019919808977145856"
X Link 2026-02-07T00:06Z [----] followers, 90K engagements

"$NFLX in real trouble here. This is genuinely terrifying for their biz model. Would not be surprised to see the stock down massively if this is as good as it sounds like it will be. Seedance [---] 15AI10+ Seedance [---] Seedance [---] 15AI10+ Seedance 3.0"
X Link 2026-02-15T04:15Z [----] followers, [----] engagements

"From our perspective the pain in Software has only just begun The entire sector needs to rerate to more normalized PEs and were extremely far away from that $NOW trades for 77x trailing 32x fwd. that probably needs to be closer to 20x fwd looking at Meta/Nvda (so 30% more)"
X Link 2026-01-29T14:42Z [----] followers, 31.6K engagements

"Google deep down is still riddled with woke rot. The company appears reformed but its a lie. Legion inside $GOOG simply biding time to return again like Tom Riddle. They live in the pipes like the Basilisk"
X Link 2026-02-11T08:01Z [----] followers, [----] engagements

"Our portfolio is at an ATH today Thats despite many stocks being down massively from their ATH 1) Didnt chase high fliers 2) Allocated to amazing businesses at great prices 3) Had a lot of patience Pretty simple. Hard to do but simple"
X Link 2026-02-11T19:31Z [----] followers, [----] engagements

"Elon is so far post money hes crossed over into the shadow realm fueled by his army of sycophantic shareholders who tell him he can do no wrong. Anyone who thinks the terrafab is a good idea has severe mental illness. Its no wonder all these xAI people are leaving. @PeterDiamandis Building Terafabs is the only way @PeterDiamandis Building Terafabs is the only way"
X Link 2026-02-11T20:18Z [----] followers, [----] engagements

"@PythiaR Im about to cancel Claude for GPT 😭"
X Link 2026-02-13T00:42Z [----] followers, [---] engagements

"@KrisPatel99 The way youre asking the question is wrong and its the wrong question. Cooked"
X Link 2026-02-13T01:51Z [----] followers, [---] engagements

"@ns123abc I read Joe Rogan for some reason"
X Link 2026-02-13T03:37Z [----] followers, [---] engagements

"@R_and_Invest Totally agree its so much better for listening to stuff as well cuz youre not shutting out the world"
X Link 2026-02-13T03:57Z [----] followers, [---] engagements

"@DratchCap Codex is fuccin with his head"
X Link 2026-02-14T00:35Z [----] followers, [---] engagements

"Jensen tonight at the Cisco AI summit on how the market is getting it wrong with Software Software = tools AI will be maximally efficient by using the tools (tool use) not reinventing them"
X Link 2026-02-04T06:49Z [----] followers, 207.9K engagements

"Nibbled a little $PLTR at $131"
X Link 2026-02-05T17:04Z [----] followers, 18.4K engagements

"This is why $AMZN is and has been untouchable to me It is literally - the Borg The Borg swallows all good things and turns them into performance review rot. And yes Jassy is largely to blame. He's been there long enough to have an impact. be me applied scientist at amazon spend [--] months building ML model that actually works ready to ship manager asks "but does it Dive Deep" show him [--] pages of technical documentation "that's great anon but what about Customer Obsession" model literally convinces be me applied scientist at amazon spend [--] months building ML model that actually works ready to"
X Link 2026-02-05T21:59Z [----] followers, 51.1K engagements

"A few threads are converging on compute scarcity and compute security planning. Leopold was early and right about a lot. In this clip he basically predicts the next re-rating: what happened to $NVDA would happen to the rest of Big Tech ( $GOOG $AMZN $MSFT) as AI model/API revenue ramps into too big to ignore territory. I think soon the market starts splitting companies into two buckets: 1) Compute-secure: Locked-in capacity (contracts supply lines owned buildout) 2) Compute-exposed: No credible plan paying spot prices stuck in queues And unlike the SaaS unwind (a 3-year lag from GPT to IGV"
X Link 2026-02-07T19:42Z [----] followers, 72.7K engagements

"Am I supposed to be getting bearish with revenue and net income from operations growth accelerating across all the big tech companies 😅😂 Yeah terrifying stuff. Panic sell"
X Link 2026-02-12T20:45Z [----] followers, [----] engagements

"Goooodmorning America Remember when you own $NVDA youve got your money in this mans hands. Enjoy the ride"
X Link 2026-02-13T17:04Z [----] followers, 14.5K engagements

"@dwarkesh_sp @DarioAmodei"
X Link 2026-02-13T17:27Z [----] followers, [---] engagements

"@TMTLongShort China cant compete with the U.S. its a psyop"
X Link 2026-02-14T01:42Z [----] followers, [---] engagements

"@growintfast Talking with some other high profile accounts this is a fairly known thing I think"
X Link 2026-02-15T04:41Z [----] followers, [--] engagements

"@thsottiaux Why tf would I join xAI LOL"
X Link 2026-02-15T05:42Z [----] followers, [--] engagements

"Is $GOOG going to get brutally framemogged by $MSFT this year"
X Link 2026-02-10T00:00Z [----] followers, [----] engagements

"Im ready to say the $META glasses not only met but vastly exceeded my expectations as a product Especially as a dad with a baby being able to film moments hands free is an absolute magical experience & worth the price of the product by itself"
X Link 2026-02-13T03:25Z [----] followers, [----] engagements

"A concept that very few people understand: The marginal value of intelligence The reason why open source models that lag .5 generation for 20x cheaper cost dont get adopted Its because the value of 5% smarter isnt 5% more dollars it might be 100x or 1000x more dollars Dario said RL scaling is loglinearbearish No retard incremental IQ is exponentially more valuable. Oppenheimer and Teller were worth ten million Soviet soldiers. Druckenmiller is worth more than the entirety of sellside and most of buyside research. Ilya is worth Dario said RL scaling is loglinearbearish No retard incremental IQ"
X Link 2026-02-13T18:52Z [----] followers, 11.1K engagements

"If youre a $NFLX shareholder you really really need to be looking into Seadance [---] and thinking about what it means for the business model. If youre reading this you have a window of time right now before the boomers realize what Seadance means for the future of video content to make up your mind https://twitter.com/i/web/status/2022893559255306330 https://twitter.com/i/web/status/2022893559255306330"
X Link 2026-02-15T04:39Z [----] followers, [----] engagements

"@LyleHender56329 90% of Netflix is effectively slop. Not every piece of content has Angelina Jolie caliber talent in it. Have you seen the Seadance videos yet I agree its not there but its clear as day that 1-2 clicks fwd from now itll be extremely good"
X Link 2026-02-15T05:49Z [----] followers, [--] engagements

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