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@PatrickMoorhead Avatar @PatrickMoorhead Patrick Moorhead

Patrick Moorhead posts on X about open ai, oracle, cloudera, $nvda the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.

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Social category influence stocks #4831 technology brands XXXX% finance XXXX% countries XXXX% exchanges XXXX%

Social topic influence open ai #276, oracle #45, cloudera #2, $nvda #303, events #2306, gpu #551, $amd #24, china 1.09%, $qcom #83, ibm #44

Top accounts mentioned or mentioned by @thesixfivemedia @danielnewmanuv @moorinsstrat @openai @thefuturumgroup @delltech @mojo_flyin @schamorro357 @xyang2023 @antonionerihpe @yahoofinance @hpe @fostertraveler @dez_blanchfield @lisasu @pentiumpro200 @edwardmckernan @amd @svarncapital @alex_intel_

Top assets mentioned NVIDIA Corp. (NVDA) Advanced Micro Devices (AMD) QUALCOMM, Inc. (QCOM) IBM (IBM) Salesforce Inc (CRM) Broadcom, Inc. (AVGO) Intel Corporation (INTC) Dell Technologies, Inc. (DELL) Oracle Corporation (ORCL) Microsoft Corp. (MSFT) Taiwan Semiconductor (TSM) GlobalFoundries, Inc. (GFS) Micron Technology, Inc. (MU) Accenture (ACN) Apple, Inc. (AAPL) Applied Materials, Inc. (AMAT) ServiceNow Inc (NOW) Now Coin (NOW) CoreWeave, Inc. (CRWV) Metadium (META)

Top Social Posts #

Top posts by engagements in the last XX hours

"Incremental deals to AMD from OpenAI and Oracle. People forget AMD already has GPUs on OCI"
X Link @PatrickMoorhead 2025-10-14T22:58Z 53.6K followers, 4092 engagements

"Ranch. @Picomoorheads builds and my HK"
X Link @PatrickMoorhead 2025-10-11T17:02Z 53.6K followers, 2579 engagements

"A strategic acquisition of Arduino by $QCOM. This is yet one more move to get more embedded into the edge IoT robotics and edge AI market and drive growth after Edge Impulse and Foundries-IO. Qualcomm will get much deeper access to developers with 33M creators and the favored platform will likely become the standard for Arduino going forward. This is all about TTM and preference. Im interested to see how the Arduino community reacts. The community is getting access to some very good tech and as the company holds a loose rein the reaction should be positive"
X Link @PatrickMoorhead 2025-10-07T14:24Z 53.6K followers, 9942 engagements

"Before Jensen Huangs GTC keynote Ill be co-hosting NVIDIA GTC Live from Washington D.C. on October XX starting at 8:30 a.m. EDT. Join us for exclusive conversations with leaders shaping AI across venture infrastructure agents robotics science security and manufacturing. 📍 Walter E. Washington Convention Center 📺 Stream live on NVIDIAs YT channel NVIDIA GTC Live at 8:30 a.m. EDT Keynote at 12:00 p.m. EDT Co-Hosts: - @altcap @AltimeterCap - @KristinaParts @CNBC $NVDA"
X Link @PatrickMoorhead 2025-10-10T15:35Z 53.6K followers, 6991 engagements

"Qualcomm CEO & President @CristianoAmon kicks off its 2025 Snapdragon Summit: -X days of announcements; this will be the overall vision keynote -10th anniversary (yes I was at the original in NYC) -Snapdragon origin story -the future of the mobile industry $QCOM"
X Link @PatrickMoorhead 2025-09-24T01:08Z 53.6K followers, 3373 engagements

"A lot changed between Sunday night and Monday morning but not everything. The Week Ahead In Technology for October X 2025 AI platforms and supply constraints set the tone this week. Events: $IBM TechXchange @OpenAI DevDay Tech Week San Francisco Products/Services: IBM watsonx automation security (@IBM) OpenAI agents and safety controls (@OpenAI) Carryover from last week thatll pull into this week: Amazon devices + Alexa+ (@Amazon) Meta smartglasses and AI agents (@Meta) Intel client/server NPU focus (@Intel) TSMC monthly sales context (@TSMC)"
X Link @PatrickMoorhead 2025-10-06T17:57Z 53.6K followers, 12.3K engagements

"OK it is impressive Salesforce is on this list. A big spender on tokens"
X Link @PatrickMoorhead 2025-10-10T19:02Z 53.6K followers, 5071 engagements

"For all of the people who doubted that these XPUs had legs what are you saying now Nvidia/AMD will still grow but every XPU dollar is less dollars for GPU. There was a choice at least to invest in XPU versus even more GPU. I always said that there were efficiencies with XPUs given a known workload and here we are"
X Link @PatrickMoorhead 2025-10-13T14:41Z 53.6K followers, 5449 engagements

"@zephyr_z9 It was the specifics and the 5th XPU customer thats not OpenAI"
X Link @PatrickMoorhead 2025-10-13T19:35Z 53.6K followers, XXX engagements

"What I like most about the $AMD- @OpenAI deal are the shared incentives. The more @OpenAI buys the higher the AMD stock price and the higher value of the warrants. OpenAI gets value from the share appreciation as do investors. AMD AMD shareholders OpenAI and OpenAI investors all benefit. I can see the meetings where its a why dont we deploy more AMD again"
X Link @PatrickMoorhead 2025-10-06T11:31Z 53.6K followers, 24.9K engagements

"Yet another chess move in the trade war between the U.S. and China. Its hard to take this one seriously. $QCOM"
X Link @PatrickMoorhead 2025-10-10T13:48Z 53.6K followers, 4424 engagements

"A very direct response from Lip Bu Tan last night. Biggest thing here to me is that he has board support right now. He reinforces that the US has been his home for XX years and that he loves his country (good way to start) rejects the misinformation and a reminder that Intel is working on the most advanced node of any U.S. based company. Were XX hours in and this is just the start. The administration and Intel need to figure this out. From the foundry standpoint the country needs this. For national security and competition. Link 👇🏻"
X Link @PatrickMoorhead 2025-08-08T10:17Z 53.6K followers, 44.3K engagements

"Whats happening at @GlobalFoundries these days All this chip and foundry talk and no one talks about them in my world. Important company too. Not a great look for a publicly traded company. $GFS"
X Link @PatrickMoorhead 2025-09-05T22:44Z 53.6K followers, 3798 engagements

"How did the U.S. get into this situation again It didnt just sneak up on us. Washington DC let us down"
X Link @PatrickMoorhead 2025-10-11T20:31Z 53.6K followers, 14.9K engagements

"$INTC up XX% in pre-market. I had expected maybe a XX% pop but this is wild"
X Link @PatrickMoorhead 2025-09-18T11:19Z 53.6K followers, 36.2K engagements

"Oracle just committed to 50K $AMD MI450 GPUs for OCI starting in 2026. Add this to AMDs new multi-year X GW OpenAI deal and its clear AMD is on a run. $ORCL gets supply diversity; AMD gets validation from both a hyperscaler and a top AI lab. Execution is key. Is AWS next"
X Link @PatrickMoorhead 2025-10-14T13:04Z 53.6K followers, 14.4K engagements

"@MRashid36836 Were on our 4th round of threats. No one believes them"
X Link @PatrickMoorhead 2025-10-11T20:39Z 53.6K followers, XXX engagements

"The Week Ahead In Technology September XX 2025. Memory services and edge AI silicon set the tone. Events: @Qualcomm Snapdragon Summit on nextgen mobile/PC silicon; @Cloudera EVOLVEAItodata on hybrid platforms. Products: @Apple iPhone XX early demand signals and durability Earnings: $MU and $ACN reads on HBM/DRAM pricing and enterprise AI services. Carryover from Last week: Handset upgrades channel inventory; U.S. leadership remains the backdrop"
X Link @PatrickMoorhead 2025-09-22T13:45Z 53.6K followers, 27.5K engagements

"The Week Ahead In Technology for October XX 2025: Events: Oracle AI World OCP Summit GITEX Dreamforce Dell Tech Analyst. Earnings: $ASML $TSM key AI litho/foundry reads. Carryovers: rareearth controls watch EV/drone chains. @oracle @OpenComputePrj @salesforce"
X Link @PatrickMoorhead 2025-10-13T12:02Z 53.6K followers, 6282 engagements

"Like I said on @CNBCOvertime on Friday afternoon the sell-off was an overreaction and irrational. I also reminded viewers that its Taiwan that matters related to semiconductors a lot more than China. Im not always right but more right than not. AI Summary: Patrick Moorhead from Moor Insights criticizes the overreaction to China policy headlines affecting tech stocks like Nvidia and AMD which have minimal manufacturing in China. He argues that the market's sell-off is driven by irrational fears rather than logical risks. Moorhead also notes the current investment cycle is unprecedented with"
X Link @PatrickMoorhead 2025-10-13T14:33Z 53.6K followers, 4386 engagements

"Intel has improved its roadmap cogency and profitability at a good time"
X Link @PatrickMoorhead 2025-10-13T19:48Z 53.6K followers, 13K engagements

"@JustinRolls6 Its hard to know where it comes from as weve been tit for tat for XX years"
X Link @PatrickMoorhead 2025-10-11T22:50Z 53.6K followers, XXX engagements

"Spending the day at @Cloudera EVOLVE25. I will be doing a keynote and talking with the many CIOs and CDOs that are attending"
X Link @PatrickMoorhead 2025-09-25T13:06Z 53.6K followers, 1624 engagements

"Is this what finally gets the US to tariff smartphones from China The top percentage imports are electronics at 20%. I still dont think this is where we end up. $AAPL"
X Link @PatrickMoorhead 2025-10-11T18:57Z 53.6K followers, 7083 engagements

"I appreciated spending Monday afternoon with $IBM CEO @ArvindKrishna and most of his leadership team discussing enterprise AI. I cant give verbatims as they were NDA conversations but heres the upshot from Arvind: He emphasized AI technology's growing significance in an enterprises competitive advantage noting tech's role in globalization supply chains and cybersecurity. IBM wants to help its customers deploy AI focusing on three areas: client AI deployment internal AI governance and domain-specific AI models. Arvind highlighted IBM's partnerships with OpenAI and Anthropic and its investments"
X Link @PatrickMoorhead 2025-10-08T15:02Z 53.6K followers, 5475 engagements

"And $DELL updates guidance. More than doubles revenue growth. Almost doubles EPS"
X Link @PatrickMoorhead 2025-10-07T13:26Z 53.6K followers, 13.7K engagements

"It's not just $AMAT- all chip equipment makers will get hit by this. The only reason the others didn't issue an 8K is based on the dates of their earnings"
X Link @PatrickMoorhead 2025-10-03T16:04Z 53.6K followers, 9815 engagements

"@zephyr_z9 I dont know I dont think AMD would have gotten the deal without it and AMD is officially on the map. NVIDIA was the 90+% GPU player and Broadcom the 90%+% XPU vendor. It takes radical tech AND/OR better business terms"
X Link @PatrickMoorhead 2025-10-13T19:51Z 53.6K followers, XXX engagements

"Here @NYSE and will be hopping on @SquawkStreet to talk the $AMD- @OpenAI deal"
X Link @PatrickMoorhead 2025-10-06T13:34Z 53.6K followers, 3008 engagements

"I am looking forward to giving a keynote at @Clouderas EVOLVE25 New York event on Thursday. I will be talking about the current state of enterprise AI the main impediments to scale and how data management fits in"
X Link @PatrickMoorhead 2025-09-23T16:48Z 53.6K followers, 1838 engagements

"Heck yes $NOW. Where did this come from"
X Link @PatrickMoorhead 2025-10-01T21:54Z 53.6K followers, 3423 engagements

"Another huge OpenAI and chip company commitment. This time its $AVGO. 10GW to start over X years"
X Link @PatrickMoorhead 2025-10-13T13:55Z 53.6K followers, 12.4K engagements

"Huge revenue-warrants contractual deal between $AMD and @OpenAI what it is what it isnt and why it matters. Overall: This is a massive multi-year GPU supply + incentive alignment. OpenAI commits to scale on AMD Instinct (starting with MI450) up to X gigawatts over multiple generations which could be around $100B in revenue. The first X GW begins deployment in 2H26. This is about GPU compute revenue at scale not a cash infusion. The equity piece: AMD granted OpenAI a warrant for up to 160M @AMD shares at $XXXX. It vests in tranches only if milestones are met: Purchases actually occur (first"
X Link @PatrickMoorhead 2025-10-06T10:59Z 53.6K followers, 82.7K engagements

"Ex $INTC CEO and chair Craig Barrett op-ed: The board members are well meaning but off target. They are two academics and two former government bureaucrats just the type of folks you want dictating strategy in the ruggedly competitive semiconductor industry. Oof. Link 👇🏻"
X Link @PatrickMoorhead 2025-03-01T01:13Z 53.6K followers, 44.2K engagements

"This is all about: -what seems like the never ending need for more AI compute -Blackwell now please -lower risk model for Meta If $CRWV cant make money on a deal like this itll never make money. Like a water dealer who cant make money in the desert"
X Link @PatrickMoorhead 2025-09-30T18:43Z 53.6K followers, 5245 engagements

"Heartfelt apology to my X audience for not predicting or breaking embargo on OpenAI- NVIDIA/AMD/Broadcom deals for my Sunday-shot videos for Monday post. (Not sorry.) 🤠"
X Link @PatrickMoorhead 2025-10-13T19:23Z 53.6K followers, 2863 engagements

"Ok we now have yet another scale-up networking option called ESUN. Ethernet for Scale Up Networking. Its great to see so many relevant networking players like AMD Arista ARM Broadcom Cisco HPE Networking Marvell Meta Microsoft NVIDIA OpenAI and Oracle included. Oh and its Ethernet. ESUN focuses solely on open standards-based Ethernet switching and framing for scale-up networkingexcluding host-side stacks non-Ethernet protocols application-layer solutions and proprietary technologies. Because we needed more to add to NVLink UALink UEC and SUE. $MRVL $AVGO $NVDA $CSCO"
X Link @PatrickMoorhead 2025-10-14T11:21Z 53.6K followers, 12.8K engagements

"Cloudera CEO Charles Sansbury kicks off EVOLVE25 with a good reminder of how much data the company has under management (over XX Exabytes) its largest customers and some interesting AI use cases. Technologically the company is evolving to create what I have said for years was important: a hybrid multi-cloud fabric"
X Link @PatrickMoorhead 2025-09-25T13:28Z 53.6K followers, 1860 engagements

"I attend tech conferences for the tech but when there is healthy food I appreciate it even more. So many conferences have too much carb laden and processed foods. Thanks @cloudera for caring about my health"
X Link @PatrickMoorhead 2025-09-24T16:06Z 53.6K followers, 2679 engagements