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@TShirtnJeans2 Avatar @TShirtnJeans2 T Shirt n Jeans

T Shirt n Jeans posts on X about china, open ai, $cenx, taiwan the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

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Mentions: XX #

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Followers: XXXXX #

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CreatorRank: XXXXXXX #

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Social Influence #

Social category influence countries XXXX% technology brands XXXX% stocks XXXX% finance XXXX% travel destinations XXX% celebrities XXX%

Social topic influence china 1.59%, open ai #1181, $cenx #8, taiwan #500, maga #3392, rare earth #668, the only 0.8%, asml #158, $40b #9, export controls XXX%

Top accounts mentioned or mentioned by @jukanlosreve @diyas_1989 @paurooteri @zephyrz9 @mooremorrissemi @fabknowledge @diyas1989 @stevehou0 @hhuang @nikolapn2501 @benitoz @rwang07 @dnystedt @citrini7 @julientechinvst @institlpgp @danielnewmanuv @firstsquawk @thebenschmark @cash_contango

Top assets mentioned Century Aluminum Co (CENX) Palantir (PLTR) Dell Technologies, Inc. (DELL) NVIDIA Corp. (NVDA) Microsoft Corp. (MSFT) Alphabet Inc Class A (GOOGL) Hundred Million (100M)

Top Social Posts #

Top posts by engagements in the last XX hours

"@EscondidoCap @OnodaCapital If you read the relevant Chinese media the reason for this new round of rare earth export controls from China is in response to the BIS's XX% rule for sanctioning Chinese entities. This was a violation of the Madrid agreement"
X Link @TShirtnJeans2 2025-10-11T18:38Z 1567 followers, XXX engagements

"@StockMKTNewz $CENX Aluminum and data centers"
X Link @TShirtnJeans2 2025-10-11T16:35Z 1565 followers, XXX engagements

"@Elianoayounes Peak $PLTR"
X Link @TShirtnJeans2 2025-10-14T03:56Z 1565 followers, XXX engagements

"@jeffreycpacfa @zephyr_z9 I think the OpenAI deal is a letter of intent. There's no way OpenAI can center a binding contract with it's current cashflow. The bond market would eat Sam Altman alive"
X Link @TShirtnJeans2 2025-10-13T17:27Z 1566 followers, XXX engagements

"@Jukanlosreve America still thinks it's superior to Asia. Trump wants Korea to invest $350B in America. In my opinion Korea has already more than paid the fee by honoring these ridiculous restrictions. The worst part is there's barely any US tech in Samsung and Hynix's HBM"
X Link @TShirtnJeans2 2025-10-12T05:55Z 1566 followers, XXX engagements

"@ericjackson Mark Cuban actually crushed it over multiple ventures. He's was pretty legit when he was young"
X Link @TShirtnJeans2 2025-10-03T15:18Z 1565 followers, 1614 engagements

"@zephyr_z9 Jensen is probably pissed at this deal. He gave OpenAI the option to lease his chips to help them preserve capital and they turn around and outright buy chips from Broadcom. I would suspect Jensen will either want better terms or a much bigger order"
X Link @TShirtnJeans2 2025-10-13T13:20Z 1567 followers, 10.8K engagements

"@FirstSquawk We're about to discover weapons of mass destruction in Iraq again"
X Link @TShirtnJeans2 2025-10-14T06:39Z 1566 followers, XX engagements

"@zephyr_z9 Can you imagine being a fund manager having to buy back your positions in the after hour because your algorithm got triggered by cooking oil"
X Link @TShirtnJeans2 2025-10-14T21:05Z 1567 followers, XXX engagements

"@Jukanlosreve @DicksonPau So this actually sounds quite bearish for Alchip and even Amazon if Anthropic is looking to ditch Trainium for TPUs"
X Link @TShirtnJeans2 2025-09-05T01:15Z 1565 followers, XXX engagements

"@paurooteri Hon Hai Quanta Wistron and Inventec all had record September sales. Same things for liquid cooling. Memory imports to Taiwan going thorough the roof. Dell raising multiyear guidance. All this and the market sold $NVDA because The Misinformation wrote a fake piece about Oracle"
X Link @TShirtnJeans2 2025-10-08T21:09Z 1567 followers, XXX engagements

"@dnystedt Forget about the politics. As the direction in which AI is heading towards right now Taiwan will be shut out of large scale AI due to energy and geological reasons alone. Theyre going to have to import lots of it"
X Link @TShirtnJeans2 2025-10-13T11:25Z 1571 followers, XXX engagements

"@Jukanlosreve I've been seeing many folks like Dean Ball talking about how China is weaponizing export controls. Truth is the US is the biggest offender of export controls blocking Korea Japan Taiwan and the Netherlands from selling to China without paying a dime of compensation"
X Link @TShirtnJeans2 2025-10-12T05:50Z 1566 followers, 2253 engagements

"@TheAhmadOsman Also as far as I'm aware Zuck poached from every major AI department except Nvidia. The only top level Nvidia researcher who left for another firm went to Elon's xAI. But Elon always gets a special deal"
X Link @TShirtnJeans2 2025-10-12T17:34Z 1568 followers, XX engagements

"@TheAhmadOsman That only works when you have more cash flow than the company you're poaching from. Otherwise Jensen would just Uno reverse the crap out of you"
X Link @TShirtnJeans2 2025-10-12T17:32Z 1568 followers, XX engagements

"@tenderizzation Did you know rare earth minerals are not actually rare Ill show myself out"
X Link @TShirtnJeans2 2025-10-14T23:39Z 1567 followers, XX engagements

"@TonyNashNerd @RushDoshi Great Leap Forward with MAGA characteristics lol"
X Link @TShirtnJeans2 2025-10-12T06:16Z 1571 followers, XX engagements

"@wallstengine $MSFT had to cancel it's 250MW Caledonia data center project because local citizen protested. $CENX has a smelter with 500MW of base load power for sale and conversion with no local resistance"
X Link @TShirtnJeans2 2025-10-09T19:31Z 1566 followers, 1653 engagements

"@fabknowledge Porn and the military have kickstarted the S-curves of every major technology in American history. And PMs are complaining about circular financing. Fund managers should be wondering how much $NVDA's stake in OpenAI will be worth when it's all said and done"
X Link @TShirtnJeans2 2025-10-14T19:36Z 1567 followers, XXX engagements

"@rwang07 SiCarrier's DUVi announcement next week will probably be very disruptive to ASML and the entire semis space even if it might not have a significant impact in the short to medium run"
X Link @TShirtnJeans2 2025-10-13T01:02Z 1567 followers, XXX engagements

"@deanwball @teortaxesTex Why should any country help the US break China's rare earth chokepoint From their perspective America is "actively adversarial" to them. They're probably sitting in their chairs laughing their asses off. Your post sounds like a Great Leap Forward with MAGA characteristics"
X Link @TShirtnJeans2 2025-10-12T06:12Z 1571 followers, XX engagements

"@zephyr_z9 I get that. But is $1B a lot for the US military strategic reserve especially if you're planning on entering a protracted trade war"
X Link @TShirtnJeans2 2025-10-12T06:21Z 1571 followers, XXX engagements

"@kimmonismus Am I the only who listened to this interview and now thinks the first version of OpenAIs custom XPU is going to be shockingly bad The things Greg Brockman was saying @dylan522p @fabknowledge"
X Link @TShirtnJeans2 2025-10-13T23:31Z 1567 followers, XXX engagements

"@TBU12345678 Whats the thesis on Xilinx Trump telling RTX to pump out as many missiles as possible"
X Link @TShirtnJeans2 2025-10-02T23:32Z 1566 followers, XXX engagements

"@RuiDiaoX Nobody realizes $CENX has a decommissioned aluminum smelter with 0.5GW of base load energy. A deal should be announced anytime based on management guidance. $40B for 5GW CENX should fetch $4B if not more considering its single location. @TheBenSchmark @institLPGP @hhuang"
X Link @TShirtnJeans2 2025-10-05T20:05Z 1572 followers, 6946 engagements

"@TheBenSchmark Blackstone buys 5GWs for $40B. How much is CENX's Hawesville site worth"
X Link @TShirtnJeans2 2025-10-06T13:59Z 1566 followers, XX engagements

"@zephyr_z9 Why is ASML presenting an EUV replica in China where they can't sell EUVs Was there softening in the export controls that occurred recently"
X Link @TShirtnJeans2 2025-10-12T17:43Z 1567 followers, 1029 engagements

"@ChainTrust0103 Google is only building a $10B data center in India. Doesn't look like they're going to India to chase power. You might be onto something with Canada. I read today OpenAI is also build there as well. Is it public how big in terms of MWs the Meta buildout in Canada is"
X Link @TShirtnJeans2 2025-10-08T05:04Z 1567 followers, 5299 engagements

"@willccbb that's because $100M isn't cool anymore"
X Link @TShirtnJeans2 2025-10-11T20:07Z 1570 followers, 2400 engagements

"@Jukanlosreve As for Dean Bell saying the US should build out it's own rare earth supply chain. That's just a joke. America has been saying this for the last XX years with very little results. It's the Great Leap Forward with MAGA characteristics"
X Link @TShirtnJeans2 2025-10-12T05:58Z 1566 followers, XXX engagements

"@hhuang @majia84314310 @StockMKTNewz @stevehou0 Trading algos must be parsing key words in Trump tweets. They saw "China" "terminate" and "oil" and thought Trump was sanctioning crude oil to China. I bet if the tweet was "we're going to terminate Chinese cooking spatulas" the market would've gone up. Only half joking"
X Link @TShirtnJeans2 2025-10-14T20:34Z 1566 followers, XX engagements