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@The_AI_Investor Avatar @The_AI_Investor The AI Investor

The AI Investor posts on X about open ai, $nvda, nvda, oracle the most. They currently have XXXXXX followers and 5429 posts still getting attention that total XXXXXXX engagements in the last XX hours.

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Social category influence finance #1722 technology brands stocks #5659 countries celebrities social networks fashion brands currencies musicians automotive brands

Social topic influence open ai #330, $nvda #219, nvda #84, oracle #353, investment #132, chips, $googl, china #2397, xai #90, microsoft #1608

Top accounts mentioned or mentioned by @elonmusk @theaiinvestor @danielnewmanuv @tshirtnjeans2 @benitoz @nvidia @garyblack00 @marketinvestorx @openai @julientechinvst @futureman1977 @xai @sama @koyfincharts @economyapp @arkinvest @jjwbebe @dnystedt @bethkindig @cathiedwood

Top assets mentioned NVIDIA Corp. (NVDA) Alphabet Inc Class A (GOOGL) Microsoft Corp. (MSFT) Morgan Stanley (MS) Oracle Corporation (ORCL) Advanced Micro Devices (AMD) Dell Technologies, Inc. (DELL) TMC the metals company Inc. Common Stock (TMC) MP Materials Corp. (MP) Energy Fuels Inc. (UUUU) Critical Metals Corp. Ordinary Shares (CRML) USA Rare Earth, Inc. Class A Common Stock (USAR) CoreWeave, Inc. (CRWV) Nebius Group N.V. Class A Ordinary Shares (NBIS) IREN Limited (IREN) Vertiv Holdings Co (VRT) Goldman Sachs (GS) Marvell Technology Inc (MRVL) HSBC Holdings PLC (HSBC)

Top Social Posts #

Top posts by engagements in the last XX hours

""Even when the competitor's chips are offered for free it's still not cheap enough." - Jensen H AMD now has to offer some ownership to OpenAI for free to sell chips I wonder what AMDs other customers think now"
X Link @The_AI_Investor 2025-10-06T17:19Z 65.7K followers, 500.3K engagements

"If youve been calling an AI bubble since 2023 one day you might be right ; just be patient and youll be seen as a visionary. If youve been shorting AI stocks like $NVDA since 2023 you might see a green year some day"
X Link @The_AI_Investor 2025-10-04T02:13Z 65.3K followers, 10K engagements

"De-escalation"
X Link @The_AI_Investor 2025-10-12T14:56Z 65.7K followers, 12.2K engagements

"Trump just posted: "Dont worry about China it will all be fine Highly respected President Xi just had a bad moment. He doesnt want Depression for his country and neither do I. The U.S.A. wants to help China not hurt it President DJT""
X Link @The_AI_Investor 2025-10-12T17:09Z 65.7K followers, 17.4K engagements

"@JulienTechInvst @SemiAnalysis_ @OpenAI One of my members mentioned something even worse than bias but I wont make accusations like they did without concrete evidence"
X Link @The_AI_Investor 2025-10-12T12:54Z 65.7K followers, XXX engagements

"Reuters - No significant impact is expected on Taiwan's semiconductor industry from China's new curbs on rare earths as they differ from the metals needed for the chip sector the island's economy ministry said on Sunday"
X Link @The_AI_Investor 2025-10-12T16:16Z 65.7K followers, 16.3K engagements

"Oracle to build giga-scale AI supercomputers with Spectrum-X Ethernet switches. "Oracle will build giga-scale AI factories accelerated by the NVIDIA Vera Rubin architecture and interconnected by Spectrum-X Ethernet." Meta to introduce switches built on NVIDIA Spectrum Ethernet for its Facebook Open Switching System platform"
X Link @The_AI_Investor 2025-10-13T20:02Z 65.7K followers, 11.2K engagements

"Jensen Huang - "almost everything that Elon is part of you really want to be part of as well and he gave us the opportunity to invest in xAI. Im delighted by that. Thats an investment into a great future company." And Elon loved this of course"
X Link @The_AI_Investor 2025-10-09T00:42Z 65.5K followers, 10.7K engagements

"Orders for Nvidia's $NVDA GB300 are "unimaginable" - Quanta Computer's AI server head"
X Link @The_AI_Investor 2025-09-23T18:41Z 65.3K followers, 27.5K engagements

"@IanCutress @HansCNelson @OpenAI but TCO is tied to price right do we know the exact price also vs what of Nvidia if TCO is XX% better why did AMD have to give equity"
X Link @The_AI_Investor 2025-10-10T05:05Z 65.7K followers, XXX engagements

"AMD Instinct MI355X was supposed to compete with NVIDIA Blackwell right So much for AMD having an advantage in inference"
X Link @The_AI_Investor 2025-10-10T00:51Z 65.7K followers, 82.9K engagements

"AMDs MI355X costs more to build but sells for much less than NVIDIA's B200. Despite claiming a lower TCO even at higher op cost it still fails to beat NVIDIA in cost per million tokens in the closest metric AMD has ever come to NVIDIA on this report"
X Link @The_AI_Investor 2025-10-12T06:54Z 65.7K followers, 31.3K engagements

"Today NVIDIA founder and CEO Jensen Huang delivered a DGX Spark to Elon Musk at SpaceX. DGX Spark is a full-stack NVIDIA platform with a petaflop of performance integrating the NVIDIA GB10 Grace Blackwell Superchip NVIDIA ConnectX-7 high-speed networking and the NVIDIA AI Software stack. Starting Wednesday Oct. XX DGX Spark can be ordered on NVIDIA dot com. Partner systems will be available from Acer ASUS Dell Technologies GIGABYTE HP Lenovo MSI as well as Micro Center stores in the U.S. and from NVIDIA channel partners worldwide"
X Link @The_AI_Investor 2025-10-14T01:48Z 65.7K followers, 16.6K engagements

"(Reuters) - The United States has approved several billion dollars worth of Nvidia chip exports to the United Arab Emirates Bloomberg News reported on Wednesday citing people familiar with the matter. Reuters could not immediately verify the report"
X Link @The_AI_Investor 2025-10-09T04:10Z 65.7K followers, 10.5K engagements

""OpenAI spent $X billion on compute last year. Most of this went to R&D meaning all research experiments and training.""
X Link @The_AI_Investor 2025-10-12T16:02Z 65.7K followers, 10.6K engagements

"SK Hynix shares soar on OpenAI Stargate supply deal OpenAI said in a statement that this partnership will "focus on increasing the supply of advanced memory chips essential for next-generation AI and expanding data center capacity in Korea.""
X Link @The_AI_Investor 2025-10-02T03:43Z 65.7K followers, 13.8K engagements

"According to Morgan Stanley OpenAIs contracts account for two-thirds of Oracles remaining RPO and about XX% of CoreWeaves RPO. In total OpenAI-related contracts are estimated to represent over $XXX billion out of the combined $XXX billion RPO of Microsoft Oracle and CoreWeave. Read more below"
X Link @The_AI_Investor 2025-10-09T05:07Z 65.7K followers, 71.1K engagements

"Oracle sold $XX billion in US investment-grade bonds the second-largest offering of 2025. $ORCL $NVDA @OpenAI The capital will be used to ramp up spending to meet the needs of the AI boom. Investor Demand: The sale was highly popular with orders peaking at nearly $XX billion. Structure: The debt was issued in six parts featuring a rare 40-year bond. A floating-rate portion was dropped before the deal finalized. Pricing: The 40-year bond priced at a tighter-than-expected yield of XXXX percentage points over Treasuries"
X Link @The_AI_Investor 2025-10-05T20:36Z 65.7K followers, 11.7K engagements

"As $NVDA continues to hit new all-time highs congratulations to all NVIDIA shareholders especially members of The AI Investor community for finding and holding $NVDA and other AI stocks through the noise. The AI Investor portfolio performance vs $QQQ"
X Link @The_AI_Investor 2025-10-04T21:05Z 65.7K followers, 41K engagements

"Major AI Chip deal list 🔹 NVIDIA & OpenAI Up to $100B investment + chips 🔹 NVIDIA & Intel $5B for X% stake 🔹 CoreWeave & NVIDIA $6.3B capacity order 🔹 AMD & OpenAI Multi-year AI chip deal + option for XX% equity stake 🔹 Oracle & OpenAI $300B cloud deal (5 years) 🔹 Meta & CoreWeave $14B compute deal 🔹 Oracle & Meta $20B cloud deal (talks) 🔹 Meta & Google $10B+ 6-year cloud deal 🔹 Nebius & Microsoft $17.4B GPU infra (5 years) 🔹 Intel & SoftBank $2B capital injection 🔹 Tesla & Samsung $16.5B chip sourcing"
X Link @The_AI_Investor 2025-10-07T15:26Z 65.7K followers, 29.7K engagements

"@SCMTT_LAB i thought i was obvious it's not real"
X Link @The_AI_Investor 2025-10-15T00:37Z 65.7K followers, XX engagements

"@JulienTechInvst @SemiAnalysis_ @OpenAI yeah exactly"
X Link @The_AI_Investor 2025-10-12T12:49Z 65.7K followers, 1102 engagements

"So AMD's TCO is so uncompetitive (vs. Nvidia's) that it has to give away XX% of the company to its main customer just to sell it to them"
X Link @The_AI_Investor 2025-10-06T16:39Z 65.6K followers, 27K engagements

"Wild chart Not sure if we will ever see another tech trend like this"
X Link @The_AI_Investor 2025-10-12T16:35Z 65.7K followers, 19.8K engagements

"The entire tariff crash on October 10th may have just been one big misunderstanding between Trump and Xi"
X Link @The_AI_Investor 2025-10-12T15:12Z 65.7K followers, 20K engagements

"@El_Cid_Owneador it's their estimate according to the link seems too low"
X Link @The_AI_Investor 2025-10-13T20:12Z 65.6K followers, XXX engagements

"Satya is showing of MSFT AI clusters of NVDA GB300s. "hundreds of thousands of GB300 across our DCs.""
X Link @The_AI_Investor 2025-10-10T06:34Z 65.7K followers, 15.4K engagements

"Bubble stock $NVDA has been a thing of beauty over the last few years with the stock price closely tracking fundamentals. The bears have been calling it an AI bubble and digestion since 2023"
X Link @The_AI_Investor 2025-10-09T05:31Z 65.7K followers, 15K engagements

"Sam Altman: "even XX GW with today's models would saturate fast" Agree that demand would be insanely high if agents can run for hours days of work to get the results we expect. The question is not if but when can it happen"
X Link @The_AI_Investor 2025-10-14T05:54Z 65.7K followers, 61.5K engagements

"Jensen Huang Delivers NVIDIAs Newly Launched DGX Spark Petaflop AI Supercomputer Lands at SpaceX"
X Link @The_AI_Investor 2025-10-14T01:57Z 65.7K followers, 299.6K engagements

"@davey_juice 💯"
X Link @The_AI_Investor 2025-10-12T17:10Z 65.6K followers, XXX engagements

"Jensen on CNBC today seemed genuinely surprised that AMD was so eager about its next-gen product that it had to give away XX% of the company before even building it. Anyhow its clever I guess. - that line carried a hint of sarcasm suggesting he found the deal rather unusual"
X Link @The_AI_Investor 2025-10-08T19:57Z 65.4K followers, 22K engagements

"Jeff Bezos says within 10-20 years the giant gigawatt-scale data centers for AI training clusters will be built in space. This would leverage 24/7 solar power. I think Elon also said something like this before"
X Link @The_AI_Investor 2025-10-04T21:44Z 65.6K followers, 19.1K engagements

"BofA Analyst: Vivek Arya on $AMD (Buy PT $250): Key points: (1) OpenAIs first 1GW deployment remains on track to ship in 2H26 on MI450 Series racks weighted toward Q4; (2) AMD content will initially include GPUs CPUs and DPUs worth approximately $1520 billion per GW including a contra-revenue warrant impact of less than 5%; (4) AMD will ship to and bill cloud service providers for the deployment which could open doors for additional AMD-based CSP deployments; (5) OpenAI is financially incentivized to deploy all 6GW prior to October 2030 when warrants expire; (6) the opportunity is incremental"
X Link @The_AI_Investor 2025-10-10T00:40Z 65.3K followers, 16.8K engagements

"Everyone can make your own ChatGPT"
X Link @The_AI_Investor 2025-10-14T21:54Z 65.7K followers, 11.1K engagements

"OpenAI's structure Looks like all commercial infrastructure and partnership deals (e.g. with Microsoft Nvidia Oracle AMD CoreWeave etc.) are done through OpenAIs for-profit subsidiary OpenAI LP (sometimes called OpenAI Global LLC in filings)"
X Link @The_AI_Investor 2025-10-06T23:12Z 65.6K followers, 9712 engagements

"@BradleyInKona true"
X Link @The_AI_Investor 2025-10-15T00:17Z 65.7K followers, XX engagements

"OpenAI is reportedly working with $ARM to develop CPUs that is designed towork with OpenAIs AI server chip - The Information so take it with a grain of salt"
X Link @The_AI_Investor 2025-10-13T23:07Z 65.7K followers, 10.6K engagements

"@El_Cid_Owneador @JulienTechInvst @SemiAnalysis_ @OpenAI "Your numbers in this AI generated reply arent accurate" but all of the mumbers i used came from their own article 😂"
X Link @The_AI_Investor 2025-10-12T13:22Z 65.4K followers, XXX engagements

"Interesting analysis about Oracle GPU renting business. "Based on my industry surveys Oracle accounted for roughly XX% of global GB200 NVL72 shipments in 2025. That makes it a major buyer but still behind Microsoft (30%) Google (16%) and Dell (14%). As a result Oracles deliveries arrived lateraround late 2Q25vs. initial small-batch GB200 NVL72 shipments starting in 1Q25.""
X Link @The_AI_Investor 2025-10-09T00:58Z 65.3K followers, 24.1K engagements

"Hi SemiAnalysis Team First thanks for the great work on InferenceMAX its an excellent resource. Im long $NVDA and have no position in AMD but I think there may be an issue with your TCO comparison (please correct me if Im wrong): The MI355X has a TCO of $XXXX compared to the B200 at $XXXX. TCO seems like a fragile metric here. Rental pricing changes dynamically depending on factors such as: - whether the cloud provider actually makes a profit or not - contract length and utilization - engineering/support overhead - and ongoing software maintenance from NVIDIA or AMD. - etc. With so many"
X Link @The_AI_Investor 2025-10-12T06:32Z 65.7K followers, 45.9K engagements

"@NeuralCadence up but in this case xAI is raising money to invest in AI i wouldn't care if he uses his money for his hobbies"
X Link @The_AI_Investor 2025-10-13T21:58Z 65.7K followers, XXX engagements

"The AI Flywheel Drama OpenAI needs massive compute. NVIDIA invests $100B builds XX GW with Sam. AMD sells X GW gives Sam a free XX% warrant. Oracle raises bonds flips GPUs into rental gold. CoreWeave signs $14B deals grows into an AI cloud beast. Microsoft plays it safe funds OpenAI + Azure but loses juicy infra deals to Oracle & CoreWeave. NVIDIA also backs xAI Elon buys GPUs to compete head-on. Stocks pump 🚀 (NVDA AMD ORCL MSFT). Sam: More compute more partners Elon: More compute I will win Jensen: Beautiful. Whoever wins I sell the shovels"
X Link @The_AI_Investor 2025-10-06T19:05Z 65.6K followers, 28.2K engagements

"Walmart announced a new partnership with OpenAI today that will soon let customers shop Walmart directly through ChatGPT using Instant Checkout. Whether theyre meal planning restocking household essentials or discovering something new customers can simply ask and buy the company said"
X Link @The_AI_Investor 2025-10-15T03:09Z 65.7K followers, 9434 engagements

"Orders for Nvidia GB300 AI servers are so big they are unimaginable. $NVDA - the head of Quanta Computers AI server business Mike Yang"
X Link @The_AI_Investor 2025-09-13T22:40Z 65.4K followers, 34.9K engagements

"Did Google hand the TPU project to AVGO ultimately adding trillions to its market valuation Google may have single-handedly reshaped the markets perception of AVGO. I still cant wrap my head around why market assumes AVGO the only one capable of helping others build ASICs. Marvell MediaTek Alchip"
X Link @The_AI_Investor 2025-09-08T14:36Z 65.7K followers, 19.6K engagements

"Nice chart of compute needs by Tasks"
X Link @The_AI_Investor 2025-10-13T19:49Z 65.7K followers, 14.2K engagements

""All you need are a billion AI chips a terawatt of power and 100M robots." Elon needs around $XX trillion worth of $NVDA chips; and OpenAI Anthropic Meta Google and the rest of the AI labs need about the same each. Cant even figure out the bull case for $NVDA"
X Link @The_AI_Investor 2025-10-09T06:56Z 65.7K followers, 34.8K engagements

"Interesting list created by Morgan Stanley more in the post below"
X Link @The_AI_Investor 2025-10-12T05:35Z 65.7K followers, 313.4K engagements

"This could be an important signal for GPU rental businesses like $CRWV $ORCL $NBIS and $IREN. Nvidia announced and released the A100 GPU on May XX 2020. Now XXX years later even with Blackwell ramping availability is lower than it was a year ago. "Those 5-6 year depreciation schedules looking much more solid. Amazon raising Blackwell per hour pricing. H200 rental pricing going up after Blackwell scale deployments ramping up. Lower A100 availability today post Blackwell vs the beginning of the year maybe most interesting.""
X Link @The_AI_Investor 2025-10-09T06:29Z 65.7K followers, 164.4K engagements

"Nscale will deliver about 104000 GB300 GPUs at a hyperscale AI campus in Texas starting in the third quarter of 2026. Additionally approximately 12600 GPUs will be deployed at the Start Campus data center in Portugal beginning in the first quarter of 2026. The contract also builds on previously announced plans to deliver 23000 GB300 GPUs at Nscales Loughton AI Campus in the UK and 52000 GPUs through the Aker-Nscale Joint Venture in Narvik Norway"
X Link @The_AI_Investor 2025-10-15T14:37Z 65.7K followers, 4470 engagements

"Interesting that AMZN is gaining share"
X Link @The_AI_Investor 2025-10-09T18:49Z 65.7K followers, 21.4K engagements

"Some fun stats X revenue sharing past X weeks ( X periods ) impressions: 6.6M rev: $XXX About $XXX rev for 1.32M impressions in average. low or high"
X Link @The_AI_Investor 2025-10-11T21:53Z 65.6K followers, 5631 engagements

"Mizuho analyst Vijay Rakesh Mizuho has raised its price target on Nvidia to $XXX from $XXX and noted that Nvidia is well-positioned in the AI space with the firm projecting more than $XXX billion in AI data center revenue for the company by 2028. The analyst also observed that "Neocloud budgets" are "increasingly strained by Rubin/Instinct pricing as customers sharpen focus on ROI" suggesting competitive pricing pressures in the market. Mizuho identified both Broadcom and Nvidia as "best-positioned" in the current market while also noting that AMDs OpenAI deal suggests "upside potential" for"
X Link @The_AI_Investor 2025-10-13T20:05Z 65.7K followers, 9964 engagements

"$NVDA is down today because: - Sam Altman said AMD deal is all incremental to our work with NVIDIA (and we plan to increase our NVIDIA purchasing over time). - AMD is far inferior that it had to sell itself to sell its products. - The world needs much more compute. Make sense"
X Link @The_AI_Investor 2025-10-06T23:22Z 65.6K followers, 42.2K engagements

"TSM Sept revenue up XXXX% Y/Y"
X Link @The_AI_Investor 2025-10-09T05:39Z 65.6K followers, 8855 engagements

"Taylor Swift & OpenAI Launch $500B AI Eras Project to Build XX GW of Data Centers Taylor Swift and OpenAI are teaming up on AI Eras a $XXX billion 10-gigawatt AI infrastructure project aiming to create a personal song for every person on Earth. Sam Altman calls it a good thing for humanity and grants OpenAI XX % equity in the new venture. The first X GW site goes live by 2027 with Swifts Algorithm Tour streaming fan data to train models that turn memories into music"
X Link @The_AI_Investor 2025-10-14T01:45Z 65.7K followers, 23.5K engagements

"NVIDIA Blackwell leads the new SemiAnalysis InferenceMAX v1 benchmarks with top performance and efficiency. Best ROI: The GB200 NVL72 delivers a 15x return $5M investment generates $75M in DSR1 revenue. Lowest TCO: B200 software cuts GPT-OSS costs to two cents per million tokens a 5x drop in two months"
X Link @The_AI_Investor 2025-10-10T00:47Z 65.7K followers, 34.1K engagements

"Evercore ISI (analyst Amit Daryanani) reaffirmed its Outperform rating on Vertiv (VRT) and raised the price target from $XXX $XXX (+9.1%) on Oct X 2025"
X Link @The_AI_Investor 2025-10-06T19:40Z 65.6K followers, 4058 engagements

"Wow I just realized the SemiAnalysis team is being quite rude; first you started with confirmation-biased blame then AI-generated blame (AI was only used to to fix typos and make it easier to read with some icon not "generated content" as you blamed.) then claimed inaccuracy ( which ones ) all without addressing the main point about the problem in TCO metrics"
X Link @The_AI_Investor 2025-10-12T12:44Z 65.7K followers, 2414 engagements

"Excel enhanced with Copilot This is the reason Jensen said CPU-based computing is moving to accelerated GPU-based computing"
X Link @The_AI_Investor 2025-10-15T00:27Z 65.7K followers, 11.7K engagements

"OpenAI and Broadcom announce strategic collaboration to deploy XX gigawatts of OpenAI-designed AI accelerators. 1/ OpenAI didn't get to own Broadcom 2/ This is in addition to our other partnerships (NVIDIA AMD) The only strange part is the phrase benefits to all humanity. It sounds more like a non-profit goal doesnt it"
X Link @The_AI_Investor 2025-10-13T22:09Z 65.7K followers, 9715 engagements

"Melius Research raised Nvidias price target from $XXX to $XXX and maintained a Buy rating"
X Link @The_AI_Investor 2025-10-06T22:04Z 65.7K followers, 11.4K engagements

"Thomas Kurian CEO of Google Cloud spoke at the Goldman Sachs Communacopia + Technology Conference on September X 2025 A summary from convergedigest : Cloud adoption remains early: most workloads still on-premise with sector differences in migration pace (govt. slower; Europe constrained by sovereign cloud rules). Differentiation pillars: performance cost reliability and efficiency in AI infrastructure. Google AI systems offer XX% higher performance vs. competitors 2x FLOPS per watt and 118x more throughput per system. AI-optimized storage driving 37x increase in data volumes; optical"
X Link @The_AI_Investor 2025-10-04T19:39Z 65.7K followers, 18.3K engagements

"$NVDA demand news: Nvidia has reportedly secured the entire production capacity of a Wistron server plant in Zhubei Taiwan through 2026 to meet the surging global demand for AI servers. The production capacity of this particular plant is unknown but Wistron's seven plants employ over 7000 people and collectively produce approximately 240000 systems based on the Blackwell platform each quarter. Due to the rapid growth in demand the company anticipates that its existing capacity may not be able to keep pace with demand as early as 2026"
X Link @The_AI_Investor 2025-06-21T15:58Z 65.3K followers, 24.6K engagements

"OpenAI plans a $1T compute buildout anchored by a Central Parksized Abilene complex scaling to 20GW (and potentially 100GW). The near-term rollout adds 7GW via Oracle and SoftBank sites while Abilene alone brings 900MW across X data centers on 1100 acres. At $50B per GW 20GW implies $1T and 100GW about $5T"
X Link @The_AI_Investor 2025-10-04T00:45Z 65.3K followers, 16.4K engagements

"On the BG2 most recent podcast Jensen once again explained his famous line: Even if competitors chips were free they still wouldnt be cheap enough"
X Link @The_AI_Investor 2025-10-12T14:50Z 65.7K followers, 9953 engagements

"BREAKING: Elon Musk's xAI nears $XX billion capital raise tied to Nvidia NVDA is investing as much as $X billion in the equity portion of the deal XAI's financing would be split between about $XXX billion of equity and as much as $XXXX billion of debt and is structured through a special purpose vehicle that will be used to buy Nvidia's GPUs. Source: Reuters Bloomberg News"
X Link @The_AI_Investor 2025-10-08T02:30Z 65.7K followers, 21.9K engagements

"@TickerSymbolYOU Be careful some people will post the one chart where AMD came close to NVDA and accuse us of cherry-picking or confirmation bias"
X Link @The_AI_Investor 2025-10-13T22:23Z 65.7K followers, 5405 engagements

"GPUs shoud be depreciated in XX years because let me tell you: the moment NVDA release next gen GPU we will have trillions worth of infrastructure replaced by X week The AI world will freeze during the upgrade (sarcasm)"
X Link @The_AI_Investor 2025-10-10T22:38Z 65.7K followers, 10.5K engagements

"@Compute_King yes"
X Link @The_AI_Investor 2025-10-12T17:11Z 65.6K followers, XXX engagements

"Cantor Fitzgerald Raises $NVDA PT to $XXX from $XXX - OW; NEW STREET HIGH This is not a bubble and we are still early in the investment cycle. - Jensen was quite bullishand with great reason:We are still in the early innings of a multi-trillion AI infrastructure build-out with Hyperscalers alone providing significant line-of-sight into hundreds of billions of demand over the next several years not to mention other drivers such as Neo-Clouds Enterprise and Physical AI. -A particular spotlight during this trip was the companys new partnership with OpenAI where they aim to stand it up as its own"
X Link @The_AI_Investor 2025-10-09T14:28Z 65.4K followers, 25.3K engagements

"$NVDA is up X% in overnight trading"
X Link @The_AI_Investor 2025-10-13T06:51Z 65.7K followers, 14.7K engagements

"Elon: "XAI is going big into video games because I love and play video games. Making money is a secondary concern." This is quite concerning to be honest you cant invest billions just for a hobby"
X Link @The_AI_Investor 2025-10-13T20:25Z 65.7K followers, 22.2K engagements

"Broadcom Marvell MediaTek AIchip are fighting to win Custom ASIC projects Meanwhile Nvidia is still far ahead of the rest including AMD"
X Link @The_AI_Investor 2025-08-14T03:33Z 65.7K followers, 28.8K engagements

"$NVDA HSBC upgrades to Buy PT $XXX XX% upside Raises FY27e datacenter revenue to $351B (vs. consensus $258B +36%). FY27e EPS: $XXXX (vs. consensus $6.48) excludes China revenue. Bull case: $390B datacenter revenue EPS $XXXX assuming 800K CoWoS wafers based on supply chain data. CoWoS allocation: 700K wafers (from 480K +140% YoY) at TSMC; momentum returning post Q4-2025. Expects AI GPU TAM growth beyond hyperscalers and potential China demand recovery if trade deal progresses"
X Link @The_AI_Investor 2025-10-15T14:31Z 65.7K followers, 5978 engagements

"NVIDIA vs AMD - Token Throughput per GPU vs. Interactivity DeepSeek R1 0528 FP4 - Token Throughput per GPU vs. End-to-end Latency Even competitor chips are offered for free it's still not cheap enough (Jensen) especially given the power limit of each data center"
X Link @The_AI_Investor 2025-10-11T23:37Z 65.7K followers, 113.1K engagements

"When we give a keynote everyones stock price goes up. When someone else gives a keynote our stock price goes down. That shows our vision of the future is inclusive for other people - Jensen Huang It's because $NVDA is the market maker while others are share takers"
X Link @The_AI_Investor 2025-10-08T04:13Z 65.7K followers, 143.3K engagements

"I started sharing my portfolio in February 2024. Since then many people have asked whats next after the success of my $NVDA and $TSLA investments. Well here we are my portfolio has continued to outperform massively even after the initial AI rally"
X Link @The_AI_Investor 2025-10-04T21:41Z 65.7K followers, 16.6K engagements