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@The_AI_Investor Avatar @The_AI_Investor The AI Investor

Nvidia CEO Jensen Huang recently addressed the China market ban and the company's global growth at the APEC CEO Summit, showcasing his ability to attract global media attention. Huang also discussed Nvidia's AI platform and its expanding presence in various markets. Meanwhile, Nvidia has secured significant partnerships, including a $XXX billion deal with Microsoft and a collaboration with Deutsche Telekom to build an AI factory in Europe.

Engagements: XXXXXXX #

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Mentions: XX #

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Followers: XXXXXX #

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CreatorRank: XXXXXX #

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Social Influence

Social category influence finance #995 stocks #1011 technology brands #5567 celebrities XXXX% countries XXXX% automotive brands XXXX% travel destinations XXXX% currencies XXXX% events XXXX% fashion brands XXXX%

Social topic influence ai #1464, nvda #23, $nvda #35, $googl #710, open ai #165, fud #6, target #405, $orcl #53, china #1957, future XXXX%

Top accounts mentioned or mentioned by @osarood @futureman1977 @luxsingularity @pbmech @majesticcoder @grok @paulcro06297351 @analysisop @julientechinvst @themoneygps @matans8442 @scobleizer @realcardiffman @william_r2rclub @chrisruppert5 @tangojazz99 @wrenindian @canyoudugit8 @tonymooreorless @jeffw008

Top assets mentioned NVIDIA Corp. (NVDA) Alphabet Inc Class A (GOOGL) Oracle Corporation (ORCL) Broadcom, Inc. (AVGO) Tesla, Inc. (TSLA) Morgan Stanley (MS) Deutsche Bank Aktiengesellschaft (DB) Astera Labs, Inc. Common Stock (ALAB) Nokia Corporation (NOK) CoreWeave, Inc. (CRWV) Applovin Corporation (APP) Alibaba Group (BABA)

Top Social Posts

Top posts by engagements in the last XX hours

""The most important thing in the next 3-4 years is data centers in space" Wow this is so good. Gavin explained it really well here. Elon talked about it Sundar talked about it Jensen talked about it. Its happening. The coolest thing is that as AI becomes cheaper and provides a better experience people will use it more. New use cases will show up and many companies will benefit from it. NVDA can sell more chips SpaceX can offer more services to set up data centers in space including Starlink. xAI and other frontier labs will sell more inference. The future is exciting. "The most important"
X Link 2025-12-10T00:15Z 69.2K followers, 39.4K engagements

"You are going to invest $1M into ONLY X AI stock today: - can't be $1T - can't be smaller than $10B - should be safe enough with real income What would you pick"
X Link 2025-11-18T08:17Z 69K followers, 26.5K engagements

"Nvidia Analyst price target upgrades roughly XX% increase street high is now at $350"
X Link 2025-11-20T15:10Z 69.1K followers, 12.8K engagements

"Top ten largest companies by market capitalization. $GOOGL is only XX% behind $NVDA Aside from Saudi Aramco which stock will perform the best over the next year"
X Link 2025-11-26T03:55Z 69.1K followers, 8416 engagements

"DEUTSCHE BANK REITERATES BUY ON ORACLE SAYS EVEN BEAR CASE LOOKS BULLISH Deutsche Bank reaffirmed its Buy rating and $XXX price target on Oracle. Analyst Brad Zelnick says recent stock weakness and concerns about AI capacityespecially around OpenAIare overstated. Zelnicks analysis shows that even excluding OpenAI-related revenue Oracles FY30 EPS would fall only from $XX to about $XX and free cash flow from $41B to $31B. Based on todays $XXX share price he argues the market is giving Oracle little to no credit for its OpenAI business. Even after accounting for potential lease burdens tied to"
X Link 2025-11-26T14:45Z 69.1K followers, 6929 engagements

"China claims domestically-designed 14nm logic chips can rival 4nm Nvidia silicon At a Beijing summit Wei Shaojun (China Semiconductor Industry Association) claimed China has designed a new AI processor using 14nm logic + 18nm DRAM that can match Nvidias current 4nm GPUs. The chip uses 3D hybrid bonding and near-memory computing to boost bandwidth and reduce latency bypassing the traditional memory wall. China is reframing its semiconductor strategy: instead of chasing smaller nodes (3nm/4nm) it aims to use advanced packaging to extend older nodes like 14nm. The approach stacks 14nm logic"
X Link 2025-11-28T11:45Z 69.1K followers, 8643 engagements

""Even when the competitor's chips are offered for free it's still not cheap enough." - Jensen Huang Meanwhile some people say TPU v7 TCO is estimated based on Anthropics pricing via GCP to compare with Nvidia Blackwell TCO"
X Link 2025-11-29T07:52Z 69.1K followers, 65.2K engagements

"SA team: "Of those XX authors half appear to only have brief internship experience. None seem to have ever worked in a datacenter a fab FAANG or infrastructure role." Funny how trillions of dollars can move because of what they write"
X Link 2025-11-29T08:07Z 69.1K followers, 40.3K engagements

"Everyone already knows my top position $NVDA and over the last six months Google became my second-largest holding from zero. Last week one beaten-down stock replaced $GOOGL in the second spot. Whats my 2nd and your top two"
X Link 2025-11-30T21:06Z 69.1K followers, 28.5K engagements

"What's the best founder-led AI stock to buy now"
X Link 2025-11-30T21:34Z 69.1K followers, 8983 engagements

"NVDA is the perfect case study of why just hold is one of the hardest skills in investing. The stock has 3-4xd in two years yet the amount of FUD thrown at it is insane. Every month theres a new NVDA is finished narrative: TPU tariffs export bans competition cycle peaks you name it. So how can a normal retail investor tell signal from noise"
X Link 2025-11-30T23:14Z 69.1K followers, 85.2K engagements

"As SemiAnalysis published an article comparing Googles TPU to Nvidias GPU the free section is overwhelmingly negative toward Nvidia while the short paid section is more bullish claiming Rubin will outperform TPU8. Ive written up my thoughts and shared them. Since I consider this FUD Ill publish it for free so everyone can read it and come to your own conclusion. Read it below"
X Link 2025-12-01T01:32Z 69K followers, 79.8K engagements

"Seaport Global initiated a sell rating for $NVDA at price target of $XXX Apr XX 2025. They now increased their price target to $XXX 🤡"
X Link 2025-12-01T16:16Z 69.1K followers, 17.7K engagements

"Clueless UBS has boosted its Rubin GPU unit forecast GPU unit forecast for next year by XX% now estimating X million GPU shipments up from XXX million. Shouldnt customers cut NVDA GPU orders to buy cheaper TPU instead Or NVDA is forced to lower the price"
X Link 2025-12-01T20:54Z 69.1K followers, 11.1K engagements

"Dylan Patel said TCO doesnt include performance Lol that's why I said they used the FAKE TCO for TPU vs GPU from the beginning. The articles fundamental flaw is treating TCO as cost per chip when TCO is actually cost per unit of useful output"
X Link 2025-12-02T02:17Z 69K followers, 32.2K engagements

"Michael Burry is now attacking $TSLA and Elon all in cult"
X Link 2025-12-02T03:53Z 69.1K followers, 41.7K engagements

"So bad. Now he can spread $NVDA FUD without my criticism. 😂"
X Link 2025-12-02T14:20Z 69.1K followers, 18.9K engagements

"Stifel on $ALAB: 'fears are misplaced' Buy PT $XXX At AWS re:Invent AMZN announced the company is partnering with NVDA to integrate NVLink Fusion into Trainium X XPU deployments. AMZN also talked about integrating NVLink Fusion into its Graviton custom CPUs and Nitro networking chips. In response ALAB reversed an initial morning increase (likely on read-throughs from strong CRDO beat & raise covered here) declining more than -XX% in the Tuesday trading session. Our view is that investors were spooked by the AWS/NVDA tie-up with concerns that ALABs switch opportunity disappears in an NVLink"
X Link 2025-12-03T15:41Z 69.1K followers, 6905 engagements

"Bloomberg: Nvidia is poised for a major lobbying win after lawmakers excluded a proposal from the upcoming defense bill that would have restricted sales of advanced AI chips to China and other US adversaries. The GAIN AI Act would have required chipmakers like Nvidia and AMD to prioritize US customers before selling to embargoed countries. Although some lawmakers pushed to attach it to the must-pass defense package a person familiar with the bill says it wont be included though last-minute changes remain possible"
X Link 2025-12-03T19:29Z 69.1K followers, 10.1K engagements

"Probably a wrong trade OpenAI vs Google vs xAI vs Anthropic"
X Link 2025-12-04T02:29Z 69.1K followers, 9378 engagements

"Analysts expect Nvidia to generate $96.85B in free cash flow this year and an extraordinary $576B over the next three years. NVDA looks to own a bit of everything AI in future. New deals announced recently: $2B stake in Synopsys $1B stake in Nokia $5B investment in Intel $10B investment in Anthropic $100B commitment to buy OpenAI shares over multiple years (no final agreement yet) per CFO Colette Kress"
X Link 2025-12-04T14:58Z 69.1K followers, 38.6K engagements

"CoreWeave is building for capacity that customers are committing for X years of use. It is building to demand and struggling to keep up. Pricing on older products holding firm. The company is virtually sold out still on older generations Ampere Hopper and L40. It had a 10000+ H100 cluster approach expiration and was recontracted out for a longer time period within X% of the pricing from a few years ago since the customer still saw good ROl on that good compute"
X Link 2025-12-04T19:49Z 69.1K followers, 17.8K engagements

"NVDA will reach $20T in market cap by 2030"
X Link 2025-12-04T21:48Z 69.1K followers, 31.5K engagements

"$NVDA hype case: $XX trillion market capital Jensen Huang projected global AI infrastructure spending of $X trillion to $X trillion by the end of the decade. Nvidia CFO Colette Kress at the UBS conference just reiterated the same $X to $X trillion figure by 2030. If Jensen is right and if $NVDA gets XX percent of the market its not impossible to reach $XXX to $X trillion in annual revenue. At 15x sales NVDA could be worth $XX to $XX trillion"
X Link 2025-12-05T02:52Z 69.1K followers, 18.9K engagements

"I disagree with CRMs Marc Benioff on this. I think the opposite will happen. The frontier LLM race is intense and there may be a few winners with moats so strong that breaking in becomes almost impossible much like Google Search. I wrote more about this here:"
X Link 2025-12-06T04:16Z 69.1K followers, 15.3K engagements

"APP CEO: analyzed TPUs for their use cases and was not economical to use over $nvda chips given necessary modification work. So $APP CEO didnt read the valuable TCO report from SA Weird Tech CEOs like to waste money they must be dump at math Ask Dylan Patel for advices guys. The king is the king for a reason"
X Link 2025-12-06T22:53Z 69.1K followers, 20.3K engagements

"$TSLA would be up XXX% if Elon gives some great revenue or earnings guidance for the next XX months"
X Link 2025-12-07T01:06Z 69.1K followers, 9665 engagements

"@michaeljburry Disagreed. I think OpenAI has a strong data moat and will remain one of the top AI winners. Wrote more about the LLM race and OpenAIs $1.4T compute deal here:"
X Link 2025-12-07T01:22Z 69.1K followers, 3177 engagements

"It would be iconic if the trend of NVIDIA-exposed infrastructure stocks and TPU-exposed infrastructure stocks reversed right when the SA's TPUv7 Swing at the King article was published. What's the lesson to learn from here for AI investors"
X Link 2025-12-09T05:58Z 69.1K followers, 5230 engagements

"My latest NVDA price targets:"
X Link 2025-12-09T05:59Z 69.1K followers, 2298 engagements

"Meanwhile they cant buy enough NVDA GPUs"
X Link 2025-12-09T16:27Z 69.1K followers, 21.4K engagements

"NVIDIA invested $X billion in Synopsys common stock at a purchase price of $XXXXXX per share. NVIDIA to turn the whole Synopsys engineering suite into CUDA workloads a huge new TAM for NVIDIA GPUs"
X Link 2025-12-01T15:48Z 69.1K followers, 17.7K engagements

"Morgan Stanley raised NVDA price target from $XXX to $XXX on CY2027 EPS of $XXXX at 26x multiple. "Our belief - informed by industry contacts - that NVIDIA will have the best economics for most applications is unwavering. Customers' biggest anxiety for the next XX months is their ability to procure enough NVIDIA product generally and Vera Rubin specifically. ""
X Link 2025-12-02T02:40Z 69.1K followers, 20.7K engagements

"Jensen Huang said hes unsure whether China would accept the companys H200 artificial intelligence chips should the US relax restrictions on sales of the processors following a meeting Wednesday with President Donald Trump. In my opinion China really wants it but whether they say it or not is another thing"
X Link 2025-12-04T05:29Z 69.1K followers, 18.4K engagements

"And Cursor xAI CoreWeave NBIS APLD RXRX WRD"
X Link 2025-12-04T15:47Z 69.1K followers, 2605 engagements

"Yes X years ago many people were still very skeptical that AI can actually do useful things. "Sam Altman says the real risk is speed because this technology is only three years old and already the fastest adopted in history. What can cure diseases can also be misused and the tension rises when jobs change faster than society can adapt. New jobs will come but not necessarily at the pace of disruption. The problem is not AI it is having no timetoabsorbit.""
X Link 2025-12-09T15:10Z 69.1K followers, 6610 engagements

"@TransitoryInfl why meta pretty strong data/network moats"
X Link 2025-12-10T08:07Z 69.1K followers, 1563 engagements

"If TPUs are so much cheaper than Nvidia GPUs why do GCP customers still use a lot of GPUs and Google is still buying large amounts of Nvidia GPUs"
X Link 2025-11-29T23:44Z 69.2K followers, 77.1K engagements

"Elon - "I think Google is gonna be pretty valuable in the future. They've laid the groundwork for an immense amount of value creation from an AI standpoint. Nvidia is obvious at this point." What did he mean by "Nvidia is obvious at this point""
X Link 2025-11-30T21:32Z 69.2K followers, 493K engagements

"The craziest thing about $NVDA is that the stock has been flat ever since Jensen shared the $500B in booked demand through 2026 and has added even more to that with new deals. If this were any other stock it would probably be up at least XX% by now"
X Link 2025-12-06T19:32Z 69.2K followers, 264.2K engagements

"Wow November AI server boom: - Wistron: NT$280.6B (US$9.2B) +195% YoY +51.6% MoM - Quanta: NT$192.9B +36.5% YoY +11.4% MoM - Wiwynn: NT$96.9B +159% YoY +6.2% MoM Michael Burry must be busy fighting the $NVDA bull trend"
X Link 2025-12-09T02:54Z 69.2K followers, 21.4K engagements

"How XXX execs at US enterprises use generative AI. GenAI has captured X% of software spend at $37B growing 3.2x YoY. Investments are coming to fruition and buyers are seeing results. This is exactly where the ROI is happening. The data is close to OpenAI and Anthropics revenue growth rates"
X Link 2025-12-10T00:28Z 69.2K followers, 23.6K engagements

"The most important thing thats going to happen in the world in the next 3-4 year is data centers in space Which company would profit the most if this happens at scale in the next few years"
X Link 2025-12-10T08:14Z 69.2K followers, 11.5K engagements

"China has reportedly called emergency meetings with Alibaba ByteDance and Tencent to size demand for Nvidias $NVDA H200 AI chips. My guess demand would be insane the question is how they would say or do it"
X Link 2025-12-10T16:33Z 69.2K followers, 22.4K engagements

"Everyone thinks NVDA GPUs are expensive until they have figured out the ROIC correctly. "We'll see the first models trained on Blackwell in early 2026. I think the first Blackwell model will come from xAI because they build the data centers the fastest. The GB300 is a great chip. It is drop-in compatible in every way with those GB200 racks and the companies that use the GB300s -- they're going to be the low cost producer of tokens. I think this has pretty profound implications because it has to change Google's strategic calculus.""
X Link 2025-12-10T21:26Z 69.2K followers, 37.3K engagements

"Oracle - "RPO increased by $XX billion in Q2 up XX% sequentially to $XXX billion highlighted by new commitments from Meta NVIDIA and others. Doug Kehring"
X Link 2025-12-10T21:36Z 69.2K followers, 7277 engagements

"Can people stop sharing stupid shocking news to get more engagements Who share The mis info report about this Deepseek Blackwell none sense X should have some algorithms to punish those accounts and demote them in future"
X Link 2025-12-10T21:40Z 69.2K followers, 9432 engagements

"Data centers in space: Elon and Jensen share the vision that in less than five years the lowest-cost way to run AI compute will be in space. With minimal cooling needs no storage requirements cheaper solar power and massive scale space makes AI compute far cheaper"
X Link 2025-12-11T00:04Z 69.2K followers, 7467 engagements

"Taiwans Big X AI server makers November revenue: Foxconn NT$844.3 billion +25.5% year-on-year Wistron NT$280.6 billion +194.6% Quanta NT$192.9 billion +36.5% Wiwynn NT$96.9 billion +158.6% Inventec NT$52.2 billion -XXXX% Gigabyte NT$30.7 billion +38.2%"
X Link 2025-12-11T07:59Z 69.2K followers, 11.8K engagements

"Analysts are downgrading Oracle But it's mostly by lowering the multiples to be inline with other AI stocks the thesis hasnt changed"
X Link 2025-12-11T17:58Z 69.2K followers, 7897 engagements

"ChatGPT XXX - GDPval (Knowledge work tasks) of XXXX% is quite insane in pairwise comparisons of outputs the models result was judged to beat or tie top industry professionals XXXX% of the time GDPval is an eval made of well-specified computer-based knowledge work tasks (deliverables like docs spreadsheets presentations plans etc.) spanning XX occupations across X sectors hard to not see a few trillions per year of economic surplus ( a few % of GDP )"
X Link 2025-12-11T21:32Z 69.2K followers, 6481 engagements

"We give you a milestone of where we are today which is $XX billion of backlog to be shipped over the next XX months we do fully expect for that XX billion to keep growing. Now it's a moving target but it will grow. Now compare it with say $500bn from NVDA with higher margin. AVGO trading at near $2T while NVDA only at $4.4T is beyond me"
X Link 2025-12-11T23:35Z 69.2K followers, 16.1K engagements

"For AI compute investors: listen to Jensen explaining Nvidia's GPUs vs. ASICs Listen to this at least X times to fully understand it. Is AVGO or NVDA a better buy at current prices"
X Link 2025-12-11T23:39Z 69.2K followers, 20.9K engagements

"AVGO CEO ON CUSTOMER OWNED TOOLING: You can achieve performance wise so much better in the custom purpose design hardware driven XPU Especially when you have to compete at the end of the day against merchant GPU who are not slowing down in their rate of evolution. Isee that as this concept of customer tooling is an overblown hypothesis which frankly I dont think will happen"
X Link 2025-12-12T00:23Z 69.2K followers, 10.1K engagements

"ChatGPT XXX smokes Gemini X Pro. And once OpenAI fully utilizes Blackwell the gap will likely widen further. Then Rubin is another big leap. So Im guessing ChatGPT will stay the leader for the next few years. Google's Gemini has a risk. They might keep leaning on TPUs instead of the best available compute from NVIDIA. TPU strength could turn into a weakness. Too soon to say but it's a possibility. It feels similar to how Intel lost the CPU crown to AMD because Intel relied on in-house manufacturing instead of using TSMC"
X Link 2025-12-12T04:49Z 69.2K followers, 22.7K engagements

"The AI Investor portfolio performance vs $QQQ and $BRK in the past X years. Ive outperformed nearly every other portfolio since the AI boom began. Proud to have beaten Warren Buffett by a wide margin short duration or not its still a great accomplishment"
X Link 2025-11-02T17:41Z 69.1K followers, 34.2K engagements

"Insane AI growth projection for 2026 from Quanta a top X AI server maker: AI-related revenue in 2026 expected to hit triple digit percent growth (100% or more) production capacity for AI servers will more than double next year. AI servers are booming with clear order visibility through 2027. $NVDA This supports what Jensen said about $500b Blackwell demand alone through 2026. -Nvidia Vera Rubin-based servers to begin shipping in the 2nd half of next year -Nvidia GB200/GB300-based servers began shipping in Q3 will rise in Q4 and next year will significantly increase. -ASIC-based server"
X Link 2025-11-13T06:20Z 69.1K followers, 13.6K engagements

"It's hard to be bearish on $NVDA here is Morgan Stanley projection of GB200/300 rack shipments ALONE: - Q3 2025: 80008500 racks $24B$25.5B - Q4 2025: 1400015000 racks $42B$45B - CY 2025: 28000 racks $84B - CY 2026: 6000070000 racks $180B$210B (assuming $3M per rack) This is quite insane we havent mentioned others like HGX B200 Rubin networking etc"
X Link 2025-11-16T01:46Z 69.1K followers, 60.7K engagements

""In the next 6-7 years you are going to see a bunch of small nuclear reactors. we will ALL be power generators just like somebody's farm." What stocks/companies benefit the most from this"
X Link 2025-12-04T03:11Z 69.1K followers, 396.6K engagements

"Wow GPT XXX Market is going to be crazy again about OpenAI"
X Link 2025-12-05T22:19Z 69.2K followers, 117.9K engagements

"Scary not sure if we will like this future"
X Link 2025-12-07T15:09Z 69.2K followers, 37.5K engagements

"Crazy Elon talked about 100TW/year of AI and a Kardashev II civilization. Looks like were still too early in AI and in the not-too-distant future we might look back on todays NVDA bubble fears as ridiculous. At $40B per GW a system that ultimately requires XXX TW of continuous power implies about $X quadrillion of capex. "Satellites with localized AI compute where just the results are beamed back from low-latency sun-synchronous orbit will be the lowest cost way to generate AI bitstreams in X years. And by far the fastest way to scale within X years because easy sources of electrical power"
X Link 2025-12-07T18:00Z 69.2K followers, 36.9K engagements

"BREAKING: the US Department of Commerce will soon allow the export of powerful Nvidia GPUs that are roughly XX months behind its most advanced offerings semafor reported. This if true will open up $50bn (and growing) market opportunity per year for $NVDA"
X Link 2025-12-08T18:19Z 69.1K followers, 23.2K engagements

"We just got great news today that the Trump administration will allow NVDA to sell H200 chips to China. Jensen previously suggested the China AI compute market is about $50bn and Nvidia went from XX% share to X% after the export restrictions. So this is definitely great news for NVDA. I've revised my $NVDA valuation model and price targets as below"
X Link 2025-12-09T03:53Z 69.1K followers, 5893 engagements

"SK Hynix is pushing a plan to list its treasury shares on the U.S. stock market in the form of American Depositary Receipts (ADRs). This decision stems from the judgment that if ADRs are traded in the U.S. market the company's value can be re-evaluated to levels comparable to competitors such as Micron"
X Link 2025-12-09T15:00Z 69.2K followers, 15.7K engagements

"Accenture and Anthropic today announced a major expansion of its partnership to help enterprises move from AI pilots to full-scale deployment. The companies are forming the Accenture Anthropic Business Groupwith approximately 30000 professionals to receive traininga major investment in talent solutions and go-to-market capability. The companies will also launch a new joint offering for CIOs to scale AI-powered software development and will co-develop solutions for regulated industries including financial services life sciences healthcare and public sector"
X Link 2025-12-09T15:05Z 69.1K followers, 3759 engagements

"@Matans8442 too bad i thought nvda should go up every day"
X Link 2025-12-09T23:26Z 69.1K followers, XX engagements

"Join AI Investor community for the cost of a cup of coffee. We discuss NVDA and other AI stocks daily"
X Link 2025-12-10T01:27Z 69.2K followers, 3131 engagements

"Judging from the order distribution the demand from GPU and ASIC customers in 2026-2027 will exceed expectations. NVIDIA continues to book more than half of TSMC's CoWoS capacity Broadcom and AMD account for second and third place respectively and MediaTek will officially enter the ASIC competition in 2026. TSMC's monthly production capacity is expected to reach approximately 127000 wafers by the end of 2026 while non-TSMC companies which originally projected a monthly capacity of approximately 26000 wafers by the end of 2026 have now increased to 40000 wafers. NVIDIA continues to book more"
X Link 2025-12-10T04:06Z 69.2K followers, 12.7K engagements

"Lol Ive been posting about this dummy NVDA stock thats so dead and cant innovate like Walmart and Costco. Funny how the forward PE is compressed yet the stock is one of the best-performing mega caps if not the best. Why is that"
X Link 2025-12-10T04:12Z 69.2K followers, 15.4K engagements

"A lot of zeros 😂"
X Link 2025-12-10T05:07Z 69.1K followers, 4228 engagements

"If you had to remove one company from the top nine mega tech firms which one would it be Id drop the one with the weakest moat"
X Link 2025-12-10T05:35Z 69.2K followers, 28.4K engagements

"Elon - "Waymo never really had a chance against Tesla. This will be obvious in hindsight.""
X Link 2025-12-10T06:07Z 69.2K followers, 19.6K engagements

"@osarood it wasn't counted in the top9"
X Link 2025-12-10T06:07Z 69.2K followers, 1859 engagements

"@osarood "the top nine mega tech firms" so it doesn't include saudi aramco"
X Link 2025-12-10T06:13Z 69.1K followers, XXX engagements

"People think Im frustrated with NVDAs stock price when I comment on the FUD. Im not. Im happy even if it stays flat for the next few months. Why Because I sold options and time is on my side. My community members know this"
X Link 2025-12-10T19:39Z 69.2K followers, 5238 engagements

"Oracle - Q2 GAAP Earnings per Share up XX% to $XXXX ORCL is the only new AI cloud tied to OpenAI that actually has real earnings"
X Link 2025-12-10T22:10Z 69.2K followers, 6499 engagements

"Dude think they called ORCL XXXX% move like $60b in market cap because of some delay Stock investing made simple 😂"
X Link 2025-12-11T01:48Z 69.2K followers, 27.6K engagements

"I wouldn't be surprised if ORCL went up today because of much higher RPO and new deals and the genius SA team may have called it"
X Link 2025-12-11T02:28Z 69.2K followers, 12.5K engagements

"AVGO earnings are tomorrow and it will be interesting to see how many new ASIC customers Hock Tan announces. This is my article counter for SemiAnalysis's article about TPUv7 Google Takes a Swing at the King. I consider it FUD about NVDA"
X Link 2025-12-11T06:13Z 69.2K followers, 7471 engagements

"As SemiAnalysis published an article comparing Googles TPU to Nvidias GPU the free section is overwhelmingly negative toward Nvidia while the short paid section is more bullish claiming Rubin will outperform TPU8. Then we have another article about AWS Trainium3. Both of them showed lower TCO vs NVDA's GPUs. Since I consider this FUD about NVDA as you can't have TCO alone Ive published a free article so everyone can read it and come to your own conclusion. Read it below"
X Link 2025-12-11T06:49Z 69.2K followers, 12.3K engagements

"BofA on $NVDA (Buy PT $275): next-gen Vera Rubin is on track for 2H26 with no change to roadmap pre-fill inference CPX version also on track for Q426; NVDA GPUs remain a full generation ahead of competition given NVDAs key competitive advantage is its co-design with customers with an end-to-end platform of CPUs GPUs scale-up scale-out scale-across and software (CUDA library) something no others can replicate; Analyst: Vivek Arya"
X Link 2025-12-11T15:58Z 69.2K followers, 20.5K engagements

"OpenAI is leading again. As Ive said multiple times it was too early to call Gemini and TPUs the winner and OpenAI and GPUs the loser in this race. OpenAI keeps improving every generation and pricing continues to drop with each new generation of NVIDIA GPUs and ongoing software updates"
X Link 2025-12-11T19:41Z 69.2K followers, 28.7K engagements

"So did Hock Tan just deny that $META is also buying TPUs Wonder what The Information SemiAnalysis and all of the people who argued META could be buying a big load of TPU are saying now My point has been the same from the beginning: even if Meta buys TPU racks it would only be a small amount not at anything close to a meaningful scale like $10B per year or more. "We received a $XX billion order for the latest TPU Ironwood Racks from Anthropic and in this quarter (Q4) we received an additional $XX billion order from the same customer for delivery in late 2026 but that does not mean our other"
X Link 2025-12-12T02:02Z 69.2K followers, 8590 engagements

"$AVGO vs $NVDA last reported quarter: One made $31.9b in net profit the other made $8.5b at lower margin - 4x Market cap ratio is a bit more than 2x. A big difference in market expectation for the next few years"
X Link 2025-12-12T02:26Z 69.2K followers, 16.5K engagements

"@Scobleizer Nope I cant predict stock prices But market is clearly expecting more from AVGO than NVDA in earnings growth"
X Link 2025-12-12T02:30Z 69.2K followers, XXX engagements

"@mweinbach I think loser in the sense that cheaper TPUs could have helped train the best model"
X Link 2025-12-12T04:52Z 69.2K followers, XX engagements