@RihardJarc Avatar @RihardJarc Rihard Jarc

Rihard Jarc's name isn't mentioned in the provided tweets and news posts. The most important current events seem to be related to major tech companies like NVIDIA, Google, Microsoft, and Amazon, focusing on AI, cloud computing, and their investments in infrastructure. The key themes include the growing demand for AI computing power, the bottleneck in energy and data center space, and the competitive landscape among hyperscalers.

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Social Influence

Social category influence technology brands 74.81% stocks 72.59% finance 14.07% fashion brands 1.48% cryptocurrencies 1.48% products 0.74%

Social topic influence $googl #3021, ai 31.85%, $amzn #250, $nvda #1140, $msft #222, googl #69, $meta #484, meta 14.81%, $googls #1, in the 8.15%

Top accounts mentioned or mentioned by @alphasenseinc @varunv_malhotra @bastianellilore @traderab123 @devoffscript @shanema01033790 @slicestocks @boochao @akinatorassets @jacksonwharf @pietro200897 @kabsanchez @analysisop @friedmandave @pregory1 @midnight_captl @kantrowitz @riskoff @maybushsha16067 @stevensignal92

Top assets mentioned Alphabet Inc Class A (GOOGL) Amazon.com, Inc. (AMZN) NVIDIA Corp. (NVDA) Microsoft Corp. (MSFT) Metadium (META) Advanced Micro Devices (AMD) Apple, Inc. (AAPL) Oracle Corporation (ORCL) Intel Corporation (INTC) Snap, Inc. (SNAP)

Top Social Posts

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

"The CEO of a $142B ARR cloud business that basically invented cloud: I think this is an extraordinarily unusual opportunity to forever change the size of AWS and Amazon as a whole. Random Wall Street investor: You're spending too much on AI; it won't generate the returns"
X Link 2026-02-06T11:01Z 72.5K followers, 39.6K engagements

"Got to give it to OpenAI. They know how to respond. AI coding usage is going ballistic the market is underestimating AI and the demand at the hyperscalers"
X Link 2026-02-09T14:43Z 72.5K followers, 100.9K engagements

"A $GOOGL employee explains why TPU advantage works well only if you have bigger clusters of TPUs ( [----] or more ) and why $GOOGL networking is key (OCS): [--]. The expert explains that TPUs and GPUs shouldn't be viewed as direct competitors but rather as different tools for different purposes. TPUs shine for specialized use cases. Companies like Anthropic chose TPUs specifically to differentiate themselves from competitors like OpenAI finding the economics and performance compelling enough to commit to one million TPUs in [----]. [--]. He emphasizes that TPUs need significant scale to demonstrate"
X Link 2026-02-10T14:07Z 72.5K followers, 72K engagements

"If you found this insightful feel free to share & follow as I often post content like this"
X Link 2026-02-10T14:08Z 72.5K followers, [----] engagements

"The gap between Wall Street and AI labs is massive right now. The market is sweating over ROI and CapEx while the AI community is burning every scrap of compute just to keep up with coding demands. Meanwhile $GOOGL's Demis Hassabis (who doesn't hype) says curing all diseases with the help of AI is "within reach" in the next decade. https://twitter.com/i/web/status/2021271606115336563 https://twitter.com/i/web/status/2021271606115336563"
X Link 2026-02-10T17:14Z 72.5K followers, 48.6K engagements

"$GOOGL is a company that doesnt do hype. For them to go and increase CapEx from $90B to $180B is probably the most bullish thing long-term investors can see as it shows the scale of future revenue growth. I am shocked that at this stage most still dont understand this"
X Link 2026-02-04T22:05Z 72.5K followers, 185.8K engagements

"On $AMZN's earnings call Trainium was mentioned 27x times while $NVDA was mentioned [--] times. Also interesting comment: I think people know about our chips capability and our chips business but I'm not sure folks realize how strong a chips company we've become over the last [--] years. If you look at what we've done with Trainium if you look at what we've done with Graviton which is our CPU chip which is about 40% better price performance than comparable x86 processors 90% of the top [----] AWS customers are using Graviton very expansively. If you combine Trainium and Graviton it's well over a $10"
X Link 2026-02-06T13:44Z 72.5K followers, 67.9K engagements

"Can't imagine when AI takes more and more of the asset allocations in the market that we will have many opportunities like the ones we have in the hyperscalers today ( $AMZN $MSFT $META $GOOGL). Significant accelerating growth but at the same time attractive valuation levels. I'm almost fully invested at this point; I will publish an article in my newsletter tomorrow explaining in detail what the market is wrongly interpreting right now. https://twitter.com/i/web/status/2020906909239476261 https://twitter.com/i/web/status/2020906909239476261"
X Link 2026-02-09T17:05Z 72.5K followers, 26.9K engagements

"After listening to Anthropics Dario on the Dwarkesh pod made me realize that a BIG factor of the sucess of an AI lab will be determined by the labs abillity to predict their short term compute demand. Underestimate and you lose market share. Overestimate and you go bankrupt"
X Link 2026-02-13T20:47Z 72.5K followers, 45K engagements

"$MSFT's Satya is saying that compute is not the bottleneck but energy and data center space is. In fact the problem he has is that he has a surplus of GPUs right now sitting which he can't use (glut). He is also saying he doesn't want to over buy one generation of $NVDA GPUs. (as each year a new much more capable GPU is coming out). Hint: usefulness of life of GPUs. I have been saying this for some time now"
X Link 2025-11-01T11:49Z 72.5K followers, 1.5M engagements

"I just published my $GOOGL TPU deep dive. [--]. Performance numbers TPU vs $NVDA (Former $GOOGL employees customers and competitors weigh in) [--]. Why the TPU is $GOOGL's most important moat for the next [--] years [--]. Why $GOOGL will save +$40B in CapEx next year because of the TPU [--]. Gemini [--] and the changes that are coming to the industry and much more. There aren't many comprehensive articles out there covering this topic so I hope you enjoy reading it as much as I enjoyed researching it https://www.uncoveralpha.com/p/the-chip-made-for-the-ai-inference"
X Link 2025-11-24T14:00Z 72.5K followers, 674.6K engagements

"$AMZN AWS +24% (fastest growth in [--] quarters). Great growth but as the market is short sightet right now CapEx the problem again. $AMZN sees CapEx at $200B (est $146B)"
X Link 2026-02-05T21:05Z 72.5K followers, 71.5K engagements

"I just published an article explaining why I think the market's CapEx fears around $AMZN $MSFT and $GOOGL are wrong. - On-cloud migrations are accelerating - Growth & ROI - Custom ASIC key - AI coding - Which hyperscaler will grow the most in 2026/2027 https://www.uncoveralpha.com/p/the-market-hates-big-cloud-spending https://www.uncoveralpha.com/p/the-market-hates-big-cloud-spending"
X Link 2026-02-11T14:21Z 72.5K followers, 18.7K engagements

"$GOOGL's new Gemini [--] DeepThink has ARC-AGI-2 at 84.6%. WOW"
X Link 2026-02-12T16:35Z 72.5K followers, 211.1K engagements

"Forgot to add if you underestimate you also lose compute for research and fall behind"
X Link 2026-02-13T20:49Z 72.5K followers, [----] engagements

"One of the most insightful interviews on the cloud industry from an industry expert director/cloud consultant: - Clients pick AWS because they have the biggest menu and you can basically solve any problem you have on AWS. - In his view Azure is not necessarily the fastest for straight infrastructure but if you need to manage an Active Directory $MSFT is your place to go. - GCP is the fastest in terms of infrastructure. It is set for burst-y type of workloads. If you need scale in a matter of seconds $GOOGL is the place for you. - The reason for you to use $ORCL cloud is mostly if you have an"
X Link 2023-08-19T16:14Z 72.5K followers, 172.3K engagements

"This is crazy. $INTC is so hated by the market right now that it is now trading at Tangible Book Value Tangible Book Value is normally what shareholders get if a company goes bankrupt"
X Link 2024-08-08T18:04Z 72.5K followers, 1M engagements

"$META's iPhone moment"
X Link 2024-09-25T18:48Z 72.5K followers, 4M engagements

"The $NVDA bull & bear case summarized in [--] minutes by Zuck. It is that simple"
X Link 2024-09-26T14:01Z 72.5K followers, 719.4K engagements

"$AMZN's ad business is already making over $51B revenue annually. It is bigger than $GOOGL's YT ad revenue and 35% of $META's revenue. It is also growing fast with [--] years CAGR at 36.55% far higher than other peers. & Prime Video Ads just getting started"
X Link 2024-09-27T15:28Z 72.5K followers, 83.6K engagements

"$META Zuckerberg said that they would be TWICE as profitable if it wasn't for $AAPL and $GOOGL limiting them with their App Store rules and taxes. 👀 $META has a net income margin of 34% and makes $51.4B (TTM) in profit"
X Link 2024-10-02T14:13Z 72.5K followers, 520.9K engagements

"Over 40% of $NVDA's revenue is Inference today. But because of Chain of Reasoning models (like the o1 model) Jensen said it is about to go up by a billion times. This is the industrial revolution"
X Link 2024-10-13T13:15Z 72.5K followers, 297K engagements

"$GOOGL starting to become really attractive at 18.8x P/E (forward) & 11.8x EV/EBITDA (forward). If this continues I will accumulate more over the coming days. Even if Search dies (in [--] years) the potential of GCP DeepMind YT & Waymo in that same time frame makes up for it"
X Link 2025-02-27T15:23Z 72.5K followers, 136K engagements

"$AMZN $META $GOOGL and $MSFT are all on the low end of their EV/EBITDA valuation range from the last [--] years with EV/EBITDA ranging from 20- 15x. There is no "AI bubble" here"
X Link 2025-03-11T14:24Z 72.5K followers, 189.5K engagements

"An interesting comment from a Former $META employee. ENERGY is the biggest bottleneck right now. Even if $META wants to spend $100-$150B on CapEx for AI infrastructure they can't. It is not just $NVDA. Transformers power equipment cooling equipment and the availability of power it is all limited right now. Schneider Electric is completely booked until [----]. Even if you have the money you can't spend it"
X Link 2025-07-29T15:13Z 72.5K followers, 1.5M engagements

"Some great insights from an $MSFT employee working at Azure on the use of $NVDA or $AMD in inference (CUDA networking etc.) : [--]. He mentioned that $NVDA is 2x the performance per dollar versus $AMD right now. He still views $AMD's hardware as behind two generations especially when it comes to interconnected systems like $NVDA's GB200 NVL72. [--]. While each $AMD as a standalone GPU has a slightly higher memory footprint compared to $NVDA the problem is that $NVDA is connecting [--] GPUs while $AMD doesn't have the capability to do that yet. So the argument that $AMD has more memory is in his view"
X Link 2025-08-04T13:10Z 72.5K followers, 125.7K engagements

"I fully sold my $ORCL position now. While the backlog and projections of $ORCL look out of this world the fact is that most of the demand comes from [--] companies: OAI xAI $META and $NVDA & $AMD doing sale and lease deals. This for me is different from if you had [---] clients forming this demand. In any case I feel like the company at this point has priced the "laggard" now fully in. I may revisit the position again down the line but for now going on the sidelines feels appropriate. I said it before and Ill say it again investors are sleeping on $ORCL. One of the most pure AI plays IMO. My third"
X Link 2025-09-10T13:04Z 72.5K followers, 460.5K engagements

"Wow $GOOGL Gemini has overtaken ChatGPT in top downloads in the US on iOS. Something to keep an eye on as ChatGPT has dominated the standings for months now. $GOOGL execution and product shipment showing results"
X Link 2025-09-13T10:52Z 72.5K followers, 935K engagements

"$GOOGL has grown into my top [--] portfolio positions. It is one of the rare companies that I have not trimmed or am not thinking of trimming as the valuation is not stretched at 25x forward earnings and $GOOGL is firing on all cylinders. [--]. $GOOGL's DeepMind execution and product development have also made up for at least half of the potential $GOOGL Search value loss from AI disruption. On top of that what most people forget is that $GOOGL still owns approximately 14% of Anthropic. [--]. GCP is in my eyes the top-positioned cloud provider in this AI era because of its strong analytical tools and"
X Link 2025-09-15T14:42Z 72.5K followers, 123K engagements

"The market is not ready for this. $META about to open a new category on Wednesday: AI smartglasses"
X Link 2025-09-15T20:39Z 72.5K followers, 155.4K engagements

"A Former $MSFT employee who worked with OpenAI on the $MSFT side shares some really interesting views on the relationship between OAI and $MSFT and why he thinks $GOOGL Cloud is the next wave: [--]. In his view there is a plateau as of GPT [---]. forward in terms of training. He thinks that GPT-5 is GPT [---]. with a router on top of it. That thing was failing and they had to go to essentially a router system. [--]. One of his goals at $MSFT was to babysit the OpenAI IP. If OAI declared AGI tomorrow $MSFT should be able to code up ChatGPT. He thinks that $MSFT has a good view into the algorithms and"
X Link 2025-09-19T12:58Z 72.5K followers, 294.5K engagements

"You can see from the nuance that Zuck thinks we are in an AI CapEx bubble. But since this is a race & $META is one of the most financially stable ones in this race they are willing to push the race further for competitors to fail even if it means $META overspend a few $100B"
X Link 2025-09-19T14:09Z 72.5K followers, 357.1K engagements

"It has been more than a week now and $GOOGL's Gemini is still number [--] on the U.S. iOS download chart. I am impressed with $GOOGL not only on their AI performance but also now on their product performance. We have come a long way since the Bard days"
X Link 2025-09-22T14:05Z 72.5K followers, 45.3K engagements

"$GOOGL is in a unique infra position that will benefit them greatly. On the BG2 pod $NVDA's Jensen from the ASICs put $GOOGL's TPU in another category: "Show respect where respect is really deserved." When you get these words from Jensen you know how good TPUs really are"
X Link 2025-09-26T14:23Z 72.5K followers, 124.2K engagements

"At this point $GOOGL should not be trading at a lower multiple than the other AI Big Tech peers: [--]. Search is a FCF machine that is feeding the AI business and $GOOGL is fully leaning into the cannibalization route which is the right way to go. [--]. $GOOGL DeepMind not only has the talent compute and data but is also executing on their product roadmap at a high rate (the sense of urgency is back at $GOOGL). Looking at current performance there is a strong argument to be made that $GOOGL is the frontier AI lab right now in terms of model performance and given how Gemini is the top downloaded iOS"
X Link 2025-09-26T17:13Z 72.5K followers, 120.6K engagements

"Ok all great but where is the MONEY going to come from OAI now with Stargate $NVDA and now $AMD has said to spend and build 26GW of data centers in the next few years. 1GW = $60B. So the total "committed" spend is now at $1.56T. In the last [--] years $AAPL $AMZN $META $MSFT and $GOOGL have generated a TOTAL of $1.4T of FCF in those [--] years"
X Link 2025-10-06T11:26Z 72.5K followers, 266.4K engagements

"Sold out of my $AMD $TSM and $NVDA position today. Yes I am a big long-term believer in AI and the effects of it but I am also a realist and a rational investor. I will be publishing an article this week sharing in detail my thoughts and some of the newest alternative data"
X Link 2025-10-06T13:45Z 72.5K followers, 332.7K engagements

"I just published my cautious view on the current state of the AI market & why I have trimmed or sold many of my positions. - We are running out of organic capital - GPUs are a fast-depreciating asset - Valuations are factoring in a very small chance of things slowing down"
X Link 2025-10-09T15:05Z 72.5K followers, 248K engagements

"$GOOGL's TPUs will in the long run probably turn out to be one of their best investments in history. - $GOOGL processes over [---] quadrillion tokens/month - OpenAI's API processes [---] trillion/month $GOOGL with AI overviews and Gemini is already showing you how cost/effective you can run GenAI with the help of TPUs at enormous scale"
X Link 2025-10-13T13:59Z 72.5K followers, 177.2K engagements

"My take on GPUs having a real 1-2 year life usefulness instead of +4 years is opening up many questions so let me explain in more detail: First all of the counter arguments are the following "but H100 A100 are still being used and they are 3-5 years old" "customers will use old GPUs for inference workloads" "big tech is using old GPUs for internal workloads" Here is why this is the wrong thinking: [--]. People forget that $NVDA has gone to a 1-year product cycle in [----] (not sooner) so Blackwell is still the product of a 2-year product cycle. Before Blackwell Hopper -H100 H200 was the product"
X Link 2025-10-15T14:22Z 72.5K followers, 355.3K engagements

"OpenAI still has a big majority of GenAI Traffic market share but $GOOGL's Gemini has taken significant market share over the last few months growing from the 5% range to 12.9% today"
X Link 2025-10-19T13:00Z 72.5K followers, 129.8K engagements

"A really insightful interview with a former $ORCL employee on deploying $NVDA GPUs and the economics behind it: [--]. In his experience the benchmarks that $NVDA provides are very generous to themselves. He mentions that he even had experience where they were off by 40%. Generally most of the compute GPU deals right now are long-term heavily discounted deals. [--]. He had hundreds of thousands of GPUs and clusters and 15% of his fleet at any given time was down. When asking $NVDA for spares he didn't get it and he couldn't say anything because they would cut off his allocation. He mentions that"
X Link 2025-10-28T14:09Z 72.5K followers, 221.5K engagements

"$GOOGL TPUs are sold out [--] and 6-year-old TPUs have 100% utilization rates right now from $GOOGL's VP and GM of AI and Infrastructure"
X Link 2025-10-29T15:31Z 72.5K followers, 77.3K engagements

"A really insightful interview with a Former $GOOGL Cloud employee on TPUs: [--]. In the short term he expects that TPUs will continue to be used by $GOOGL's own internal needs (Gemini Search etc.) but sooner or later he expects $GOOGL to start selling them externally. [--]. He thinks the strategy will be similar to $NVDA where $GOOGL would apply TPUs to other hosters (not hyperscalers). In his view out of all the options on the market today TPUs are the closest alternative to $NVDA GPUs. [--]. TPUs and GPUs are very different; they are a substitute for around 20% of the workloads today and over time"
X Link 2025-11-10T14:23Z 72.5K followers, 186K engagements

"$MSFT's Satya is indirectly answering the question about the usefulness of the life of GPUs. $NVDA has gone to a 1-year product cycle in [----] now he doesn't want to overbuy one generation.IMO everyone will come to this conclusion sooner or later"
X Link 2025-11-13T13:32Z 72.5K followers, 326.3K engagements

"A very informative interview with an $AMD employee on the ASIC vs $NVDA battle and $GOOGL's TPUs: [--]. In the case of the $GOOGL / $AVGO TPU relationship he thinks that $AVGO doesn't know everything about the chip anymore. In the first two generations they collaborated on the design but at this point his understanding is that $GOOGL now handles 100% of the design and $AVGO serves as the backend physical design partner. In other words the frontend of the design the actual RTL of the design is designed by $GOOGL. [--]. $NVDA has the highest margin (in the 70s). When it comes to $AVGO if they are"
X Link 2025-11-14T15:37Z 72.5K followers, 291K engagements

"The reason why $GOOGL TPUs are so powerful vs the alternatives is that $GOOGL realized back in [----] that they don't want to be beholden to $NVDA for AI inference workloads. $GOOGL purchased [-----] $NVDA GPUs at $130M in [----] to power their first AI workloads. However they quickly recognized the high cost of running those AI workloads at scale so they hired a highly talented team to develop TPUs focusing on making them significantly more performant and cost-effective for AI workloads compared to GPUs. This is the real sustainable first-mover advantage in the AI race that investors should focus"
X Link 2025-11-17T15:56Z 72.5K followers, 355.8K engagements

"Ilya Sutskever just said that when it comes to AI models we are back at the age of research & ending the age of scaling. What he is telling us is that more compute at this point won't help us get much better models; we need new breakthroughs. Not something that the semi companies like $NVDA $AMD want to hear TBH"
X Link 2025-11-25T18:07Z 72.5K followers, 362K engagements

"AI Coding is taking off. Anthropic's Claude Code is having its moment with usage surges in January (almost doubling on VS Code). $AMZN & $GOOGL each own between 10-20% of Anthropic"
X Link 2026-01-27T12:25Z 72.4K followers, 47.1K engagements

"When it comes to $MSFT people are too short-sighted. Azure grew 39% YoY and not more (as some were expecting) because they don't have enough data centers to grow more (but let's be real its +39% YoY). $MSFT has to balance the compute capacity that it has with its internal products and Azure. Because internal products like M365 Copilot and GitHub Copilot have better margins and $MSFT doesn't just want to be Azure in [--] years they are prioritizing the compute in those places. If they allocated all the compute that they have towards Azure they would grow +40% confirmed on the call: ".if I had"
X Link 2026-01-29T14:21Z 72.3K followers, 66.3K engagements

"People still don't truly comprehend the ramifications of this. $META CFO: Since the beginning of [----] we've seen a 30% increase in output per engineer with the majority of that growth coming from the adoption of agenetic coding which saw a big jump in Q4. We're seeing even stronger gains with power users of AI coding tools whose output has increased 80% year-over-year. We expect this growth to accelerate through the next half. https://twitter.com/i/web/status/2016940909242232985 https://twitter.com/i/web/status/2016940909242232985"
X Link 2026-01-29T18:26Z 72.3K followers, 250.5K engagements

"A must-read interview with an employee at a hyperscalers explaining what the bottlenecks in terms of semis and data centers look like today ( $AMZN $MSFT $GOOGL): [--]. According to him right now HBM is considered the most critical commodity and is facing the most severe supply constraint. Because of that HBM is commanding one of the highest price margins. He believes HBM will remain in very tight supply even for the next 2-3 years. In terms of margins he thinks companies such as $MU SK Hynix and Samsung will be able to have even 70-80% price margins. [--]. He mentions that even $TSM is struggling"
X Link 2026-01-30T14:55Z 72.3K followers, 47.1K engagements

"When it comes to SaaS disruption from AI I think you fundamentally have to differentiate between two segments of SaaS. One is Deterministic systems (where precision is critical) and the other is Probabilistic Systems (where "good enough" is the norm). Probabilistic SaaS has a high chance of getting disrupted but Deterministic SaaS will be enhanced and work together with AI. I will publish an article next week explaining in detail my thinking and which companies fit in which bracket"
X Link 2026-01-31T12:52Z 72.5K followers, 66K engagements

"I just published my article on AI SaaS disruption. It's not about brand proprietary data or integrations; it's about Deterministic vs. Probabilistic Systems (SaaS companies in brackets in the article). Some will get disrupted others will accelerate. https://www.uncoveralpha.com/p/the-great-saas-unbundling-why-ai https://www.uncoveralpha.com/p/the-great-saas-unbundling-why-ai"
X Link 2026-02-02T14:52Z 72.3K followers, 47.6K engagements

"@BastianelliLore It's not really about building the software"
X Link 2026-02-02T15:58Z 72.4K followers, [---] engagements

"We arent talking enough just how much AI in coding has accelerated in the last month alone"
X Link 2026-02-02T19:31Z 72.5K followers, 126.2K engagements

"$GOOGL besides Gemini has a 10-15% stake in Anthropic and a 7% stake in SpaceX that just bought xAI. This means that $GOOGL now has exposure in [--] of the [--] frontier AI labs"
X Link 2026-02-02T21:56Z 72.5K followers, 675.7K engagements

"$GOOGL Gemini and Grok are taking market share from ChatGPT on U.S mobile DAUs. In [--] year: - Gemini from 14.7% to 25.1% - Grok from 1.6% to 15.2% So the trend is confirmed now also in terms of mobile DAU on top of website visit data. h/t @Kantrowitz"
X Link 2026-02-04T11:31Z 72.4K followers, 30.6K engagements

"@TraderAB123 Regarding $SNAP if I bought it here it's quite obvious. Regarding $AMD I actually really liked the results confirms both demand for GPUs and CPUs which I think will continue to last (selloff is more a response to current sentiment IMO)"
X Link 2026-02-04T15:00Z 72.3K followers, [----] engagements

"It feels like Anthropic has found the ultimate hack by allowing Claude Code to take over the company. Claude Code seems to be the coder product developer (shipping great new products every few days) and a marketing person (with the new ads)"
X Link 2026-02-04T16:08Z 72.4K followers, 17.4K engagements

"$GOOGL Cloud revenue + 48% to $17.7 billion led by GCP"
X Link 2026-02-04T21:05Z 72.4K followers, 39K engagements

"If that doesnt satisfy you as an investor you are crazy"
X Link 2026-02-04T21:07Z 72.5K followers, [----] engagements

"$SNAP continues to show solid growth coupled now with profit (finally) margin expansion and a significant buyback: Our Q4 results began to reflect the impact of our strategic pivot toward profitable growth translating into revenue diversification and meaningful margin expansion Spiegel finally seeing the light https://twitter.com/i/web/status/2019158753493524760 https://twitter.com/i/web/status/2019158753493524760"
X Link 2026-02-04T21:18Z 72.5K followers, 14K engagements

"@DevOffScript AWS 35% operating income margin Google Cloud opearting margin (30% up from 17%)"
X Link 2026-02-09T16:27Z 72.4K followers, [----] engagements

"@ShaneMa01033790 Yes he talked about 1-3 person teams getting $10s of billions of funding"
X Link 2026-02-10T17:43Z 72.5K followers, [----] engagements

"Some interesting comments from a Former $GOOGL employee who worked on chips on the TPU/ $NVDA debate: [--]. According to him $GOOGL's TPUs are from 25-30% to 2x better compared to $NVDA depending on the AI use-case. [--]. He mentions that TPUs are not just built for inference but for both training and inference. The last generation V6 Ironwood is more specifically built for inference but the prior designs were built for both. [--]. He mentions that there are currently customers who actively use $GOOGL TPUs for both training and inference. The data that he saw says that TPUs have a 2-4% market share in"
X Link 2025-09-30T14:26Z 72.5K followers, 198.3K engagements

"Some golden nuggets from an interview with a former $GOOGL employee on TPUs and the future of Search: [--]. According to him $NVDA is specifically bought to satisfy customer demand (on the cloud). $GOOGL doesn't use $NVDA GPUs for production use cases on their own products like Gemini. Every first-party service that $GOOGL has is powered by TPUs. [--]. $GOOGL uses TPUs because they are cheaper on a performance basis you don't have to rely on $NVDA and because the entire $GOOGL stack is optimized for TPUs all the way to the top. [--]. According to him $GOOGL is investing heavily to build out more TPUs"
X Link 2025-10-16T13:00Z 72.5K followers, 457.6K engagements

"Bought some $GTLB $SNAP and $PINS. Indiscriminate selling often brings good opportunities. Might buy some other names as well"
X Link 2026-02-04T14:28Z 72.5K followers, 20.4K engagements

"Some really valuable insights from a Data Center Expert on how AI data centers ( $AMZN $MSFT $GOOGL $META $ORCL) : [--]. For cooling air is 17x less effective in removing heat than liquid. [--]. When building a data center 2/3 of the budget goes to the IT equipment and 1/3 goes to building the data center power cooling and security. Out of that 1/3 18%- 25% are cooling products. [--]. To run an AI data center you need about 40% more power than a traditional one. [--]. The trend of building data centers modularly is rising. The time to build a data center is first [--] year for all the design land and"
X Link 2024-08-06T15:14Z 72.5K followers, 130.7K engagements

"It's not about GPUs anymore; it's all about POWER. A comment from a $GOOGL employee working on datacenters: Getting GPUs and TPUs is not a bottleneck. "Power lack of available power reliable power has become the biggest bottleneck for us." on @AlphaSenseInc"
X Link 2025-10-02T13:12Z 72.5K followers, 826K engagements

"$GOOGL Gemini continues to gain market share now at 13.7% up from 12.9% a month ago and this is even before we got Gemini [---]. (which will come out before end of year)"
X Link 2025-11-13T18:50Z 72.5K followers, 99K engagements

"You can feel the code RED here. $GOOGL is absolutely CRUSHING it with Gemini [--] Gemini's market share is now 21.5%. [--] months ago: 12.9% [--] months ago: 5.7%"
X Link 2026-01-07T08:22Z 72.5K followers, 224.9K engagements

"Investors who are projecting the "no significant acceleration" $MSFT Azure growth numbers towards $AMZN AWS and $GOOGL GCP will be wrong IMO. A few days ago I shared my alternative data report where the data so far at least for $MSFT proved to be right"
X Link 2026-01-28T21:44Z 72.5K followers, 58.6K engagements

"The unconditional selling in software stems from the investors' lack of fundamental understanding of many of these software names. For some AI is an enhancer not a disruptor"
X Link 2026-02-03T16:55Z 72.5K followers, 56.2K engagements

"So far our alternative data report that we shared before earnings correctly showed a significant acceleration of $GOOGL's GCP with $GOOGL Cloud up +48% (GCP even higher) and a stable (same as last Q) growth rate for $MSFT. I expect $AMZN's AWS to accelerate significantly as well (less than $GOOGL tho). Check out the full report or details and also make sure to subscribe as I will be posting this alternative report before every earnings quarter. Investors who are projecting the "no significant acceleration" $MSFT Azure growth numbers towards $AMZN AWS and $GOOGL GCP will be wrong IMO. A few"
X Link 2026-02-04T21:34Z 72.5K followers, 34.9K engagements

"Full Q4 report: https://www.uncoveralpha.com/p/q4-2025-channel-checks-and-alternative https://www.uncoveralpha.com/p/q4-2025-channel-checks-and-alternative"
X Link 2026-02-04T21:35Z 72.5K followers, [----] engagements

"$GOOGL's earnings are one of the most impressive earnings that I have seen in a long time. Here are the key takes: [--]. $GOOGL Cloud revenue up 48% YoY and at the same time Cloud operating income more than doubled YoY and the operating margin increased from 17.5% to 30.1% (no usefulness of life extension or any one-off effecting that). Cloud Backlog $240B up 55% Quarter over Quarter and more than double YoY "Nearly 75% of Google Cloud customers have used our vertically optimized AI from chips to models to AI platforms and enterprise AI agents" GCP is growing even FASTER than even the 48%:"
X Link 2026-02-05T12:27Z 72.5K followers, 32.4K engagements

"Bought some $AMZN $GOOGL and even $MSFT"
X Link 2026-02-05T15:47Z 72.5K followers, 58.1K engagements

"Added to my position in the afterhours fall the whole conpany now trades at 15x sales ratio of AWS only"
X Link 2026-02-05T21:17Z 72.5K followers, 14.5K engagements

"$AMZN AWS backlog $244B up 40% YoY and 22% quarter over quarter"
X Link 2026-02-05T22:58Z 72.5K followers, 31.2K engagements

"The machine answer for people wondering"
X Link 2026-02-12T17:10Z 72.5K followers, [----] engagements

"Anthropics ARR is now at $14B as Claude has seen a surge of usage. It was estimated that it was around $9B by year end. That could mean that Anthropic is growing $3.5B ARR per month and could end the year with +$50B ARR. $AMZN and $GOOGL major holders"
X Link 2026-02-12T20:13Z 72.5K followers, 89.3K engagements

"@SliceStocks Yes that is a big advantage if you are both a cloud provider and a model provider. The problem is only if the whole industry overestimates. But for $GOOGL seems bigger risk ATM is underestimating"
X Link 2026-02-13T20:52Z 72.5K followers, [----] engagements

"The problem with $META is that Zuck has publicly stated that $META will have by far the greatest compute per researcher. Now that OAI has made a series of crazy and huge deals with $NVDA and $AMD Zuck will IMO double down and put a heavy CapEx number on their next earnings call. Zuck has recently said on a podcast that even if we are in a bubble he is willing to overspend a few hundred billion rather than lose the AI race. While $META shareholders want $META to succeed in AI trying to mirror the size of OAI's commitment to spending at this stage is IMO not reasonable and won't be met with"
X Link 2025-10-07T15:11Z 71.6K followers, 208.6K engagements

"An interview with a former OpenAI employee that came over the weekend confirming my hunch which I already wrote about in the article last week that the biggest friction between OpenAI and $MSFT is around infrastructure capacity: [--]. OAI requests were "leading to massive amounts of CapEx potential that $MSFT would be on the hook for" [--]. "Microsoft is getting a request from its biggest customer/investment that they want an almost inexhaustible amount of GPUs. That's fine in terms of predicting your demand for a one-year period from today say but what about in the year [----] when you end up having"
X Link 2025-10-13T14:27Z 72.5K followers, 119K engagements

"$GOOGL is the only frontier LLM provider that has the full stack already in place & working (distribution AI model data own cloud TPUs). If $GOOGL wins the consumer LLM race it is not only bad for OAI but also for $NVDA. $GOOGL is the only one not totally beholden to $NVDA"
X Link 2025-10-16T13:53Z 72.5K followers, 57.8K engagements

"The cloud business economics on renting GPUs neoclouds and $NVDA's chokehold has transformed it into a low-margin business: - " $ORCL has found it challenging to generate a gross margin of more than 25% from renting out Nvidia chips that came out one or two years ago according to a new internal Oracle document that hasnt been previously reported. " - "In the August quarter $ORCL lost money on AMD GPUs which became generally available in fall [----] after properly accounting for depreciation the document shows" - "About half of $ORCL's GPU rental revenue in the August quarter came from Hopper"
X Link 2025-10-17T13:32Z 72.1K followers, 55.2K engagements

"$GOOGL earnings are out: - Revenue $102.35B up 16% YoY (estimates $99.89B) - Net income up 33% EPS increased 35% YoY to $2.87 - $GOOGL Cloud $15.2B up 34% YoY - [----] CapEx guide to $91-$93B - Gemini processing 7B tokens per minute Gemini App with over 650M users WOW"
X Link 2025-10-29T20:05Z 72.5K followers, 88.5K engagements

"$META earnings: - Revenue $51.2B up 26% YoY - Family daily active people 3.54B up 8% YoY - [----] CapEx up to $70-$72B from prior outlook of $66-$72B. As I was expecting Zuck dropping some heavy costs for 2026: "As a result our current expectation is that capital expenditures dollar growth will be notably larger in [----] than [----]. We also anticipate total expenses will grow at a significantly faster percentage rate in [----] than [----] with growth driven primarily by infrastructure costs including incremental cloud expenses and depreciation""
X Link 2025-10-29T20:11Z 72.5K followers, 66.9K engagements

"$AAPL growing 8% and trading at a 40x P/E will never feel normal to me. I guess I am the outlier"
X Link 2025-10-30T20:58Z 72.5K followers, 99K engagements

"Just bought some $META. As most of you know I have been reducing my $META position in the weeks before $META's earnings as I was worried about the CapEx bomb that I expected Zuck to drop. The fundamental earnings results from $META were above my expectations and just show how good $META's FOA is. At the same time Zuck is going nuclear in trying to grow an OAI inside the company which is very expensive to do. The stock is down 20% from those levels as investors are starting to digest that for the next [--] years we might see flat or even negative net income growth as Zuck is investing heavily in"
X Link 2025-11-07T16:41Z 72.5K followers, 126.4K engagements

"The most important thing for the next 3-10 years in terms of the competitive advantage when it comes to cloud providers will be their custom chip offerings. Right now $GOOGL with its TPUs is in the pole position followed by $AMZN with Trainium. Because of the importance of this topic I will be publishing a series of articles on $GOOGL TPUs and $AMZN Trainium as well as other ASICs in the coming weeks. https://twitter.com/i/web/status/1987510182537011378 https://twitter.com/i/web/status/1987510182537011378"
X Link 2025-11-09T13:18Z 71.5K followers, 131.2K engagements

"As $GOOGL is one of my biggest positions the fact that "Buffet" is now an investor as well is of course good news (although it was probably more of a Greg Abel call at this point than Buffet). The much more important thing for $GOOGL will be its Gemini [---]. launch. My expectations are high as $GOOGL has a great chance right now to overtake the whole AI narrative and claim the number one spot. $GOOGL is also the only full vertical AI company (frontier model distribution first party data cloud infrastructure hardware - TPUs). If it wins it can capture significant profits across the entire"
X Link 2025-11-15T17:52Z 72.5K followers, 111K engagements

"So many narratives are at play here at the $MSFT & $NVDA & Anthropic partnership IMO: [--]. $NVDA saw Anthropic do a deal with $GOOGL TPUs & $AMZN Trainium so it had to make sure Anthropic will use $NVDA [--]. $MSFT showing that its fate is not dependent on OpenAI. [--]. Anthropic is showing investors that it too can make splashy partnerships and letter of intent orders. [--]. And for all of them making this release on the date of $GOOGL's Gemini [---]. Because if $GOOGL wins all three would have issues. [--] PRINT "ANTHROPIC + MICROSOFT + NVIDIA = MORE COMPUTE COGNITION AND CHOICE." https://t.co/oNAhstOY3l"
X Link 2025-11-18T15:24Z 72.4K followers, 94.1K engagements

"I think the market is underestimating $AMZN's AWS with the AI laggard narrative. Trainium is much better than people expect and provides AWS with long-term "cloud margin safety" (more in my article this week). If you look at the pace & execution from Trainium [--] to now [--] (going to 4) $AMZN has done impressive execution in a very short time. AWS also has significant energy capacity it can deploy in the coming years and it is choosing the safer growth route compared to some others who are gambling their entire companies on DC expansion under questionable margin profiles. The Anthropic"
X Link 2025-12-10T15:37Z 72.5K followers, 27.9K engagements

"@riskoff It's really not"
X Link 2025-12-30T11:26Z 71.8K followers, [----] engagements

"The rise of agentic AI will help $INTC significantly. The importance of CPUs in agentic AI is not talked about enough. Web search database queries and script running are all CPU tasks. Many Agentic AI tasks are sequential rather than parallel (where GPUs thrive). The agent can't proceed to Step [--] until Step [--] is finished etc. We need more AI-CPUs with high-frequency cores to handle the multi-step logic of AI agents. The problem is that those CPUs take the same fab and advanced packaging slots as GPUs. $TSM is already fully booked so who benefits from this $INTC"
X Link 2026-01-09T16:05Z 71.6K followers, 38.3K engagements

"$GOOGL partnering with retailers $SHOP $ETSY $W $TGT and $WMT to create the Universal Commerce Protocol for AI agents. $GOOGL also shared a chart of GCP Vertex AI token consumptions for Retail clients. It went from 8.3T a year ago to +90T (11x YoY) in December. But looking closely the biggest accelerator of the curve is happening right NOW at the end of Q425. $GOOGL Gemini [--] numbers about to crush it. Also interesting looking at the 90T token consumption for December. If we assume most of it is Gemini [--] flash revenue ranges from $90M to $270M. Meaning Gemini [--] API usage with Retail clients"
X Link 2026-01-11T17:12Z 72.3K followers, 66.8K engagements

"Pay close attention to AI Smart Glasses in [----]. $GOOGL's Demis highlighted them as a hardware platform that has finally found its "killer app" through AI assistants. $META is also doubling or even tripling [----] production of their smartglasses from 10M to 20M/30M because of high demand. I believe the "ChatGPT moment" for AI smart glasses will happen soon as they are a more natural platform for AI personal assistants than phones. https://twitter.com/i/web/status/2012177173386293492 https://twitter.com/i/web/status/2012177173386293492"
X Link 2026-01-16T14:56Z 72.3K followers, 31.9K engagements

"Demis Hassabis: $GOOGL has no plans to put ads in Gemini. It's interesting they've gone for that so early $GOOGL is taking full advantage of their infra and squeezing the LLM market. Demis Hassabis told me Google has no plans to put ads in Gemini It's interesting they've gone for that so early he said of OpenAI putting ads in ChatGPT. Maybe they feel they need to make more revenue. https://t.co/d3Djq9nnEd Demis Hassabis told me Google has no plans to put ads in Gemini It's interesting they've gone for that so early he said of OpenAI putting ads in ChatGPT. Maybe they feel they need to make"
X Link 2026-01-20T20:56Z 71.5K followers, 54.4K engagements

"I published my Q4 alternative data report. In it why the memory bottleneck is even worse than most expect ( $MU ) and which hyperscaler ( $AMZN $GOOGL $MSFT ) has accelerated the most in Q4 according to alt data. This one is worth the read https://www.uncoveralpha.com/p/q4-2025-channel-checks-and-alternative https://www.uncoveralpha.com/p/q4-2025-channel-checks-and-alternative"
X Link 2026-01-21T14:53Z 71.8K followers, 28K engagements

"The $NVDA CUDA moat. "Claude Code just ported a CUDA backend to ROCm in [--] min. I have never written kernel before. You don't even need hipify or translation middleware. Just port CUDA with Claude Code native performance out of the gate." The future of GPU programming is agentic. https://t.co/u6804eVnuu The future of GPU programming is agentic. https://t.co/u6804eVnuu"
X Link 2026-01-22T09:53Z 71.7K followers, 95.8K engagements

"$GOOGL Gemini continues to take market share now 22% up from 19.5% [--] month ago & 13.3% [--] months ago"
X Link 2026-01-22T12:16Z 72.3K followers, 256.3K engagements

"As we enter the agentic AI era $GOOGL has another significant advantage and that is Search. Search is not going away; it is just moving to the backend. $GOOGL's AI can leverage its unmatched indexing and Googlebot capabilities and provide better results for the agent. Companies like OAI $META $AAPL $MSFT already have or are building their own crawlers but the biggest hurdle is JavaScript. $GOOGL is the only crawler that renders the entire page as it requires a large fleet of chips to render the web at that scale. $GOOGL does it because it makes sense for them given how much profit Search"
X Link 2026-01-22T17:36Z 72.2K followers, 48.1K engagements

"$INTC's headline results especially guidance for Q1 don't look good but after going through the call there is a lot more good than some may think. The main reason why $INTC missed its Q1 guide is that they don't have enough of their CPU supply: "As we enter [----] our buffer inventory is depleted and the mix shift in wafers towards servers which began in Q3 will not come out of fab until late Q1 '26. As a result and as we stated last quarter our internal supply constraints are most acute in Q1." There is a CPU shortage. The main reason is that they didn't expect this demand for CPUs as it began"
X Link 2026-01-23T11:34Z 72.5K followers, 51.1K engagements

"Added to my $AMZN position. Those who read my latest Q4 channel check report know why. On top of everything $AMZN is trading at a historic 16.6x EV/EBITDA in the midst of the biggest tech cycles in history"
X Link 2026-01-23T14:55Z 72.3K followers, 67.3K engagements

"Clawd Bot feels like the "ChatGPT moment" for personal assistant AI and it's about to add to the already high demand for RAM and CPUs on top of API AI data center usage. We are already in short supply in terms of memory GPUs CPUs and advanced packaging and here comes a on-device super cycle on top of the data center cycle. Besides the hardware upgrade cycle Clawd Bot also demonstrates the value of chat surfaces like WhatsApp Telegram iMessage etc. in the new AI world. Integrating personal assistants into chat surfaces feels like the killer use case. $META $AAPL seem well-positioned. On that"
X Link 2026-01-25T12:06Z 72.2K followers, 61.8K engagements

"AI is accelerating significantly across the board again. I will publish a piece on Anthropic & Claude Code today or tomorrow. I increased my AI positions across the board from hyperscalers $AMZN $GOOGL $MSFT $META to memory and even started a position again in $AMD"
X Link 2026-01-26T14:24Z 72.3K followers, 29.6K engagements

"Anthropic with Claude Code is having its "ChatGPT" moment (Clawd bot Cowork) as daily install counts in VS Code almost DOUBLE in January alone growing way past OpenAI Codex & Gemini $AMZN $GOOGL benefiting. More details in the article: https://www.uncoveralpha.com/p/anthropics-claude-code-is-having https://www.uncoveralpha.com/p/anthropics-claude-code-is-having"
X Link 2026-01-26T16:42Z 72.3K followers, 34.4K engagements

"For more details on Claude Code's rise I wrote about it here: https://www.uncoveralpha.com/p/anthropics-claude-code-is-having https://www.uncoveralpha.com/p/anthropics-claude-code-is-having"
X Link 2026-01-27T12:28Z 72.2K followers, [----] engagements

"I have continued to add to $AMZN over the last few days. $AMZN has now become my biggest position as the valuation is attractive and growth is accelerating followed by $GOOGL. Expecting strong earnings from both on top of being great long-term compounders"
X Link 2026-01-27T14:31Z 72.3K followers, 41.7K engagements

"@AlphaSenseInc Key here: "Daily usage of Cursor and Claude is now above 90% across the engineering department and he acknowledges that adoption has doubled over the last four to five months.""
X Link 2026-01-27T15:24Z 71.4K followers, [----] engagements

"An employee at a hyperscaler shares some valuable demand insights and bottlenecks that are going on in the industry right now ( $NVDA $MSFT $AMZN $GOOGL ): [--]. The big bottleneck for them right now is building more data centers but also parts around optics and RAM. Optics are supply-constrained. Other than that there is a major RAM constraint. They have seen some decommitments from major RAM providers like $MU and Samsung which have led them to be constrained. [--]. Right now they are pretty good with their lead times when it comes to $NVDA GPUs while six-month lead times were really bad. In the"
X Link 2026-01-27T15:55Z 72.3K followers, 47.3K engagements

"As already predicted memory demand is OFF the charts. The memory king SK Hynix just reported a 66% YoY increase in revenue and 137% YoY increase in operating profit Revenue: $32.82T won ($23B) vs expectations $32.13T Operating profit: $19.17T won ($13.4B) vs expectations $17.7T "HBM revenue more than doubled year-on-year" I continue to hold SK Hynix and Samsung as I believe we are still early in the cycle. https://twitter.com/i/web/status/2016426725924548654 https://twitter.com/i/web/status/2016426725924548654"
X Link 2026-01-28T08:22Z 72.3K followers, 25.8K engagements

"Probably the most underrated trend is the revenue hyperscalers will generate over the next [--] years because of AI. $AMZN $MSFT & $GOOGL in their cloud units earn $300B in revenue. This will grow into multiple trillions as cloud moves from "Cloud as a Tool" to "Cloud as Labor""
X Link 2026-01-28T14:42Z 72.3K followers, 43K engagements

"At the start of [----] $AMZN had 798k employees during the pandemic until today it has ballooned to 1.55M and now they are firing 16k or 1% of the workforce. This is not AI yet. That will be much more noticeable"
X Link 2026-01-28T16:41Z 72.3K followers, 81.9K engagements

"@MaybushSha16067 Even if that 1% of total means 4% of corporate workers that is till not that significant given how bloated the structure got in the pandemic times and $AMZN never really cut significantly like $META did in 2023"
X Link 2026-01-28T17:15Z 71.7K followers, [----] engagements

"So Zuck finally put out the CapEx numbers now we can move on. $META sees [----] CapEx $115B-$135B (estimates were $110B)"
X Link 2026-01-28T21:07Z 72.3K followers, 50.8K engagements

"$MSFT Azure +39% YoY. Stock is down because expectations were already high but the results are still impressive long-term investors should be happy"
X Link 2026-01-28T21:11Z 72.3K followers, 48K engagements

"@StevenSignal92 They benefited the most early when OAI had the biggest lead now those tailwinds are being shared with other cloud providers $AMZN & $GOOGL results will IMO show that"
X Link 2026-01-28T21:22Z 71.5K followers, [----] engagements

"You can access the full report here and see what it shows for $AMZN and $GOOGL: https://www.uncoveralpha.com/p/q4-2025-channel-checks-and-alternative https://www.uncoveralpha.com/p/q4-2025-channel-checks-and-alternative"
X Link 2026-01-28T21:44Z 72.3K followers, [----] engagements

"I have increased my $META position substantially following these earnings results. Here is my take on the quarter. [--]. Revenue from the core business is accelerating faster than expected with 25% YoY revenue growth this quarter and guidance for Q1 of 30% YoY on the high end. The guide suggests the fastest growth $META has seen in [--] years. On the call tho $META CFO did mention expecting lower growth rates for the full [----] than the one in Q1. [--]. $META is showing quarter after quarter clear ROI from their AI investment. AI and GenAI are affecting $META by driving higher engagement rates and"
X Link 2026-01-29T12:48Z 72.3K followers, 47.8K engagements

"I think $AMD demand for this and the coming quarter will be very high especially because of the CPU x86 shortage but the high demand cycle for CPUs is just starting so I think it will last and benefit both amd and intel. $AMD going into Q4 also had good inventory levels so I expect they took advantage of this. https://twitter.com/i/web/status/2016859824101720144 https://twitter.com/i/web/status/2016859824101720144"
X Link 2026-01-29T13:03Z 71.7K followers, [----] engagements

"@BurritoEveryDay $META said macro for ad is good (ecommerce in particular) + AI optimization driving better return and with it demand"
X Link 2026-01-29T16:42Z 71.7K followers, [---] engagements

"@BastianelliLore yes but they are not alone"
X Link 2026-01-29T18:32Z 72K followers, 11.9K engagements

"This is incredible. $GOOGL and AI disrupted the game industry. At the same time I can't stop thinking about the amount of computing storage and memory this is going to need. Step inside Project Genie: our experimental research prototype that lets you create edit and explore virtual worlds. 🌎 https://t.co/HQr1FRNlpy Step inside Project Genie: our experimental research prototype that lets you create edit and explore virtual worlds. 🌎 https://t.co/HQr1FRNlpy"
X Link 2026-01-30T16:05Z 72.3K followers, 96.6K engagements

"@SmartAIForYou The cost per intelligence is dropping every day; it's just a matter of time"
X Link 2026-01-30T16:14Z 71.8K followers, [---] engagements

"I normally don't do this but as UncoverAlpha crossed the $100k ARR mark I would like to thank all subscribers for their support UncoverAlpha has been one of the fastest-growing finance newsletters. We now have over 18k free subscribers in addition to hundreds of paid subscribers including more than [--] institutional investors and some of the largest global funds with over $50B in AUM. The goal of the newsletter has always been and will continue to be to share data-driven analysis of the AI semiconductor and other tech sectors and companies. Technical yet understandable for the investment"
X Link 2026-02-03T15:00Z 72.3K followers, 15.2K engagements

"@JayGatsby0 Thx Jay"
X Link 2026-02-03T15:10Z 72.2K followers, [---] engagements

"@AlphaSenseInc I think people underestimate just how much $AMZN's AWS will benefit from the switch from training to production inference workloads. Most big enterprises are multicloud but a lot of the production workloads are in AWS"
X Link 2026-02-03T15:21Z 72.3K followers, [----] engagements

"@Boochao Wrote about it here: https://www.uncoveralpha.com/p/the-great-saas-unbundling-why-ai https://www.uncoveralpha.com/p/the-great-saas-unbundling-why-ai"
X Link 2026-02-03T17:35Z 72.2K followers, [----] engagements

"@Tiago62168771 There is a reason for that CapEx they are showing you growth"
X Link 2026-02-04T21:09Z 72.3K followers, [---] engagements

"@alexander_dww Their balance sheet is better than the US gov TBH so no. Also look at the growth rate new cash is coming in fast while CapEx is a guide that you can always change if you need to"
X Link 2026-02-05T12:33Z 72.3K followers, [----] engagements

"Valuation is as attractive as it has been in years $MSFT influence on enterprises is entrenched and will probably continue even in the AI age (selling AI to enterprises easier than for others) OAI is not going anywhere (although it will not be a monopoly) the 4y revenue share deal with OAI will probably be significant in terms of revenue for them + they have the IP for whatever the best OAI model is in [--] years + the IP on OAI's custom ASIC. https://twitter.com/i/web/status/2019439251213922325 https://twitter.com/i/web/status/2019439251213922325"
X Link 2026-02-05T15:53Z 72.3K followers, [----] engagements

"My $AMZN deep dive is out - Breaking down the most significant business lines including AWS Ads Prime 3P 1P. - Talking about the potential of Logistics as a Service - Making a case on why $AMZN is not overvalued. Feel free to Like & RT 🙏 https://uncoveralpha.substack.com/p/amazon-the-company-that-is-taking https://uncoveralpha.substack.com/p/amazon-the-company-that-is-taking"
X Link 2022-08-28T16:05Z 72.5K followers, [---] engagements

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