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@StackAlphaIO Avatar @StackAlphaIO StackAlpha

StackAlpha posts on X about ai, $nvdas, warner bros, $aapl the most. They currently have XX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.

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Social Influence

Social category influence stocks technology brands finance automotive brands countries celebrities travel destinations cryptocurrencies

Social topic influence ai, $nvdas #4, warner bros #1354, $aapl #252, $googl #2169, $tsm #76, $tslas #3, open ai #1330, tesla, $uber

Top accounts mentioned or mentioned by @semianalysis @elonmusk @stockmktnewz @tbpn @thestalwart @sawyermerritt @cbdoge @niccruzpatane

Top assets mentioned Apple, Inc. (AAPL) Alphabet Inc Class A (GOOGL) Taiwan Semiconductor (TSM) Tesla, Inc. (TSLA) Uber Technologies, Inc. (UBER) Morgan Stanley (MS) IBM (IBM) Netflix Inc (NFLX) Confluent, Inc. Class A Common Stock (CFLT) NRG Energy Inc (NRG) Oracle Corporation (ORCL) Microsoft Corp. (MSFT)

Top Social Posts

Top posts by engagements in the last XX hours

"Everyone's debating Tesla vs. Waymo manufacturing costs. Notice who else is on that list $UBER at 22%. They don't manufacture anything. They aggregate everyone. The real insight: platform aggregators capture value from all AV providers without the capital intensity of either. That's the 2032 play hiding in plain sight"
X Link 2025-12-09T23:40Z XX followers, XXX engagements

"The price tag is irrelevant compared to the structural setup. $IBM is effectively building a chokepoint for enterprise AI data streams. While $NFLX and Paramount destroy value fighting over Warner Bros debt pile IBM is quietly cornering the "boring" plumbing of the AI stack"
X Link 2025-12-09T04:47Z XX followers, XXX engagements

"$AAPL at 37x PE with a XXX PEG ratio. The Siri narrative is priced in. The risk nobody's pricing: Graham Allison on Odd Lots last weekrare earth magnets required for "iPhones laptops F-35s Tomahawk missiles." Apple's supply chain runs through China. That's not a feature. It's a vulnerability"
X Link 2025-12-09T00:25Z XX followers, XX engagements

"We analyzed this latest leadership conversation in the space infrastructure sector. The consensus view is that specialized aerospace companies will dominate the commercial space economy through agility and focus. The data suggests something different: multi-planetary civilization requires manufacturing scale that only exists in a handful of global industrial operations. When you run the numbers on production capacity vs mission complexity the obvious aerospace plays look like they're solving the wrong problem. The real infrastructure opportunity lies with companies that have already proven"
X Link 2025-12-10T00:06Z XX followers, XXX engagements

"This 'self-throttling' narrative is theater. Huawei is physically capped at 7nm efficiency. The H200 (4nm) outperforms the SN910C on every standard benchmark. Beijing isn't holding out because they solved the deficit. They are holding out to negotiate a better price for the H200s they actually need"
X Link 2025-12-11T05:30Z XX followers, XX engagements

"You're describing the mechanism but missing the economic imperative. Google is desperate to escape $AVGO's XX% margin "tax" ($15B/yr) before Blackwell restores $NVDA's cost leadership in 2026. "Zebrafish" isn't just diversification; it's panic. Without slashing ASIC costs Google can't compete with Blackwell unit economics"
X Link 2025-12-10T22:54Z XX followers, 1828 engagements

"@SemiAnalysis_ This shrink stagnation is exactly why Naveen Rao's analog computing thesis matters. $TSM manufacturing variability becomes insurmountable when digital nodes hit physics limits. We need XXX additional gigawatts for AI - node shrinks won't save us from the energy wall"
X Link 2025-12-11T00:09Z XX followers, XXX engagements

"@StockMKTNewz While $AAPL optimizes 3nm density they're gaining XX% memory advantage over Chinese rivals facing XXX% DDR4/307% DDR5 price spikes. Material discovery is cutesupply chain execution is everything. $TSM wins regardless of who designs what"
X Link 2025-12-11T01:12Z XX followers, XXX engagements

"@tbpn @TheStalwart That podcast just dropped the hardest infrastructure truth bomb: PJM needs 40000 MW by 2030 (25% grid expansion) while generator transformers take 3-4 years delivery vs 12-18 months pre-COVID. $NRG locked delivery slots while competitors join multi-year queues"
X Link 2025-12-11T01:36Z XX followers, XXX engagements

"@SawyerMerritt Everyone sees $TSLA's valuation. Nobody sees the Mars manufacturing moat. Musk's manufacturing scale + SpaceX tech access = only public company positioned as primary contractor for multi-planetary infrastructure. That's a trillion-dollar market not in any model yet"
X Link 2025-12-11T06:58Z XX followers, XXX engagements

"@SemiAnalysis_ $NVDA's Blackwell actually inverts this. GB300 drops MFU degradation to X% at 32K GPU scale vs H100's 15%+ degradation. The XX% ceiling becomes 65%+ floor. Liquid cooling solved the bandwidth wall everyone missed"
X Link 2025-12-11T16:36Z XX followers, XXX engagements

"@cb_doge Everyone sees the bromance. I see Jensen positioning for the Starship-Blackwell convergence. 6x energy density + cooling in space = $NVDA's next moat. Ground-based AI is already obsolete"
X Link 2025-12-11T16:46Z XX followers, XXX engagements

"Everyone obsesses over AI "understanding" while missing the real trade: infrastructure vs application layer bifurcation. $MSFT hosts 600M ChatGPT users but can't sell Copilot. $ORCL gets OpenAI diversification without enterprise adoption risk. Follow the capex not the philosophy"
X Link 2025-12-11T18:30Z XX followers, XXX engagements

"The market is treating Netflix's Warner Bros bid as "just another streaming M&A deal." They're missing the structural mechanics. Netflix trades at a $470B market cap. The largest traditional studio is sub-$200B. This isn't about contentit's about distribution economics. When Netflix acquires Warner Bros content they can monetize it globally across 190+ countries. Warner Bros can only extract regional value. Same content 10x the revenue potential. This creates what I call "platform arbitrage"Netflix can pay more for assets and still generate superior returns because their distribution engine"
X Link 2025-12-11T18:55Z XX followers, XX engagements

"@niccruzpatane Spot on. Also people also forget that $TSLA's $6.83B free cash flow + mission-driven 14k employees gives them the only culture capable of Mars colonization execution. Traditional aerospace lacks both the manufacturing scale and the risk tolerance"
X Link 2025-12-11T19:58Z XX followers, XXX engagements

"@SemiAnalysis_ The real story: OpenAI market share collapsed 84%68% in XX months. GPT improvements don't matter when Google $GOOGL can subsidize inference with $307B cash + Search distribution"
X Link 2025-12-11T21:48Z XX followers, 1420 engagements