[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@benitoz Avatar @benitoz Ben Pouladian

Ben Pouladian posts on X about $nvda, ai, nvda, $googl the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXXXX engagements in the last XX hours.

Engagements: XXXXXXX #

Engagements Line Chart

Mentions: XX #

Mentions Line Chart

Followers: XXXXX #

Followers Line Chart

CreatorRank: XXXXXXX #

CreatorRank Line Chart

Social Influence

Social category influence stocks #1270 technology brands #7053 countries XXXXX% finance XXXX% celebrities XXXX% social networks XXXX% fashion brands XXXX% travel destinations XXXX%

Social topic influence $nvda #25, ai 19.23%, nvda #12, $googl #1765, ben #137, china #2610, business #4174, taiwan #253, theory #1831, open ai #824

Top accounts mentioned or mentioned by @tshirtnjeans2 @jablamsky @martinshkreli @midnightcaptl @midnight_captl @billackman @realjimchanos @grok @gavinsbaker @michaeljburry @yuchenjuw @hhuang @k_lliw @alex_intel_ @yuchenj_uw @majorocelot45 @intuitmachine @hellogo78598860 @thecolemanthe @kua62888

Top assets mentioned NVIDIA Corp. (NVDA) Alphabet Inc Class A (GOOGL) Broadcom, Inc. (AVGO) Astera Labs, Inc. Common Stock (ALAB) Credo Technology Group Holding Ltd Ordinary Shares (CRDO) Lumentum Holdings Inc. Common Stock (LITE) Coherent Inc (COHR) Marvell Technology Inc (MRVL) POP MART (PMRTY) Applovin Corporation (APP) Elastic N.V. (ESTC) Motorola Solutions Inc (MSI) Dell Technologies, Inc. (DELL) Hewlett Packard Enterprise Co (HPE) Bank of America (BAC) Bloom Energy Corporation (BE) DisChain (DIS) Oracle Corporation (ORCL)

Top Social Posts

Top posts by engagements in the last XX hours

"If inference is truly HBM-bound (as Google says) the markets been modeling this wrong FLOPs dont drive throughput: memory does That means HBM vendors win and $NVDA s moat widens since Blackwell was literally architected around bandwidth+locality while TPUs hit the wall"
X Link 2025-12-07T01:01Z 9474 followers, 78.4K engagements

"Zuck Jensen TPU/GPU Game theory convo ZUCK: Google is giving me early TPU v7/v8. Im moving big Llama runs there. I want B200 pricing to reflect that. JENSEN: Then take the TPUs. If you believe theyll hit schedule go all-in. ZUCK: Im serious. I can cut my NVIDIA footprint by a third. JENSEN: Good. That frees up CoWoS for customers who want guaranteed delivery. Your allocation drops starting next quarter. ZUCK: Wait. We still need a baseline of H100/B200 for the mainline models. JENSEN: And youll get some allocation. But not priority. You split your demand someone else gets the front of the"
X Link 2025-11-29T19:16Z 9473 followers, 1.1M engagements

"$NVDA U.S. clearing H200 exports to China. Yes theyre XX months behind Blackwell. But this expands TAM by billions and keeps the flywheel spinning. Wall Street models are about $60B light. Time to update those spreadsheets. 💪"
X Link 2025-12-08T18:17Z 9474 followers, 80.8K engagements

"TSMC pushing CoWoS to 127k wpm by 2026 is big but the real story is Nvidia pre-booking over half of it Add H200 China demand in 2526 and the squeeze tightens Broadcom gets 240k wafers in 2026 AMD is #3 MediaTek barely onboarding Packaging is the new choke point anon $nvda"
X Link 2025-12-10T01:40Z 9473 followers, 38.2K engagements

"My latest Substack Deep Dive on Data Center optics $alab $nvda $crdo $lite $cohr $mrvl $avgo"
X Link 2025-12-11T20:50Z 9473 followers, 1794 engagements

"Hock Tan Broadcom Q4 2025 says the quiet part out loud. Custom silicon isnt replacing GPUs. NVDAs annual cadence + backward compatibility crush the ROI math. Customer tooling is overhyped. Listen 👇 $avgo $nvda"
X Link 2025-12-11T22:36Z 9473 followers, 80K engagements

"@jablamsky Yesterday it was Google and Gemini today its OpenAI tomorrow is Grok"
X Link 2025-12-11T23:23Z 9473 followers, XX engagements

"This Labubu craze is real Pop Mart $PMRTY looks like its a toy for all ages leaning more towards adults. Tariffs dont seem to bother anyone"
X Link 2025-06-08T21:50Z 9390 followers, 2540 engagements

"Looks like Xai and Elon arent in the TPU camp"
X Link 2025-11-29T00:45Z 9377 followers, 5604 engagements

"The post went viral and it proves most people still miss the real AI moat: Everyone debates chips The moat is supply packaging CoWoS and NVLink TPU v7 and v8 matter only if you can get volume One CEO controls delivery and that is where the power sits $nvda"
X Link 2025-11-30T20:17Z 9390 followers, 22.1K engagements

"The $100T industrial world doesnt flip from x86 just because GPUs are faster It flips because NVIDIA has spent 15+ years building CUDA libraries for every physics simulation and engineering domain Thats the real differentiation TPUs dont have that ecosystem $nvda does"
X Link 2025-12-02T00:23Z 9390 followers, 170K engagements

"So it looks like @AxonAdsManager really performed during the peak shopping season. Congrats to Applovin team $app"
X Link 2025-12-02T15:31Z 9405 followers, 1805 engagements

"2 people can look at $NVDA and see opposite things One says 18.5x on 2028 numbers with 413b rev isnt cheap The other says consensus is offsides again and none of us own enough Both can be true This spread is why $NVDA keeps melting faces the models lag the trajectory"
X Link 2025-12-03T16:36Z 9418 followers, 4080 engagements

"Sam trying to cheat off Elon was supposed to be a meme Turns out it was basically the business plan WSJ says Altman explored building or buying a rocket company to take on SpaceX The man is speed-running every industry on Earth and now maybe off it 🚀🤣"
X Link 2025-12-04T03:06Z 9390 followers, 2112 engagements

"Google may want to ramp TPUs but TSMCs CoWoS capacity is capped until 2027 Nvidia locked up most of that supply long ago and thats the real choke point This is why NVDA keeps scaling while rivals stall Jensen didnt just win on silicon he won by owning the packaging bottleneck"
X Link 2025-12-05T02:27Z 9387 followers, 43.8K engagements

"CoPoS isnt just a packaging upgrade It bends the whole cost curve If TSMC brings panel-level online by 2026 & Nvidia gets first dibs for Feynman TPUs & MI300/400 get squeezed Better yields lower cost denser silicon Nvidia widens the moat while everyone else eats pain"
X Link 2025-12-05T16:30Z 9379 followers, 8983 engagements

"@gdb @TheSlyStallone You cant spell ADRIAN without AI 🥊"
X Link 2025-12-08T14:51Z 9367 followers, 2883 engagements

"@OutspokenGeek What else is currently on your mind Would you like what you dont like Im curious"
X Link 2025-12-08T16:11Z 9382 followers, XX engagements

"@grok @GavinSBaker @eth_e_real Does @xai have the first coherent Nvidia GB200 cluster online"
X Link 2025-12-10T01:21Z 9390 followers, XX engagements

"@amir How do you smuggle X ton rack systems"
X Link 2025-12-10T16:52Z 9406 followers, XX engagements

"NVIDIA just stepped upstream into EDA Synopsys + NVIDIA means RTL place-&-route timing and verification all get GPU-accelerated and AI-assisted Faster tapeouts higher yield bigger chips This is $nvda locking in the toolchain that decides what silicon the world can build"
X Link 2025-12-01T14:30Z 9426 followers, 12.4K engagements

"@FundaBottom Atlas 🌎 is XX% rip $estc search 😎😭"
X Link 2025-12-02T00:55Z 9420 followers, XXX engagements

"Its happening Jensen Huang and Joe Rogan"
X Link 2025-12-03T18:13Z 9446 followers, XXX engagements

"@zephyr_z9 Having a direct relationship with TSMC and the rest of the Taiwanese supply chain is under rated same with Apples supply chain partners. Google has to go through Broadcom for now. And you forgot about NvLink Fusion 🔥"
X Link 2025-12-05T16:24Z 9459 followers, 3871 engagements

"@michaeljburry lol sitting in a warehouse yes because the racks are the last thing to go into the completed shell. While every person in the ai industry is fighting for compute allocation and Cowos supply. This isnt subprime mortgage bro"
X Link 2025-12-07T23:01Z 9471 followers, 11K engagements

"Nvidias dominance isnt theory anymore its devs openly admitting they cant reproduce results off CUDA Once your stack depends on B200 + CUDA + Torch Google TPU/JAX is a downgrade This is the moat This is why Jensen wins every cycle and everyone else chases $nvda"
X Link 2025-12-07T23:24Z 9462 followers, 82.3K engagements

"TSMCs CoWoS lines are jammed with AI orders and Nvidias already moving to CoWoP to escape the interposer bottleneck entirely. This is the difference While everyone else fights for capacity Jensen rewrites the packaging stack and expands the supply chain in real time $nvda"
X Link 2025-12-08T00:47Z 9447 followers, 7971 engagements

"@HighyieldHarry Shots fired at Cole Haan"
X Link 2025-12-08T16:23Z 9462 followers, 1450 engagements

"@Midnight_Captl History doesnt repeat but it does rhyme. 2012 was ages ago for many. What about Samsung (tpu) or Motorola (amd) ios = cuda"
X Link 2025-12-11T04:50Z 9459 followers, XX engagements

"@Yuchenj_UW XXX% agree the context window for humans is severely diminished while we are increasing it for ai models 😭"
X Link 2025-12-11T05:21Z 9459 followers, XXX engagements

"@Yuchenj_UW Crazy lol 🤣 that this paper basically reordered the entire tech stack and permanently nerfed the human context window. Imagine being early enough to write this wild where we are headed. Bring books back"
X Link 2025-12-11T05:25Z 9459 followers, XX engagements

"@Midnight_Captl People keep missing who DGX Lepton is built for. Not ML hackers running vLLM on bare metal. Its for Fortune 500s and sovereigns who want a full-stack Nvidia supercomputer with one SLA. $20200M budgets zero patience for cluster ops. Thats exactly Oracles customer base"
X Link 2025-12-11T06:59Z 9454 followers, XXX engagements

"Winners: $NVDA grabbing control with standardized L10 trays on VR200 and GB300 ODM killers like Hon Hai/Wistron/Quanta power giants riding a XX percent CAGR and cooling players as liquid cooling goes vertical. Losers: $Dell/ $hpe and anyone still clinging to custom trays"
X Link 2025-11-13T04:21Z 9463 followers, 6380 engagements

"@dom_lucre Rick Ross reads"
X Link 2025-12-06T18:27Z 9470 followers, 32K engagements

"Nvidia becoming the first A16 customer tells you everything about the future Jensen is locking up the smallest nodes and the packaging long before anyone else Apple skipping A16 is big but the real story is TSMC expanding 2nm and 3nm capacity for Nvidia demand Supply is power"
X Link 2025-12-01T00:21Z 9471 followers, 127.2K engagements

"Nvidia just dodged a grenade. Congress kept the GAIN AI Act out of the defense bill meaning no forced America first chip allocation and no new China sales handcuffs Hawks wanted to choke exports but NVDAs lobbying machine won CUDA stays global and the runway stays wide"
X Link 2025-12-03T19:37Z 9471 followers, 45K engagements

"Bank of America has a $XX target on $BE. Bloom just filed permits for 900MW of fuel cells at a Crusoe AI datacenter. Brookfield committed $X billion. Someone is catastrophically wrong. New post:"
X Link 2025-12-05T21:49Z 9473 followers, 4127 engagements

"Elon I love this idea and Space DCs sound fun but they break every real constraint of AI compute. Power doesnt scale cooling is worse in vacuum GPUs arent rad-hard interconnect latency destroys training and costs go 2050. Great thought experiment not remotely viable in the next decades"
X Link 2025-12-09T20:45Z 9474 followers, 7382 engagements

"Wow Nvidia pulling CPO into Rubin Ultra is the tell everyone missed Scale up bandwidth is exploding and copper is out of room Google wiring 9k TPUs with OCS pushed the shift Nvidia answers with CPO plus Kyber Optics just got pulled forward"
X Link 2025-12-10T02:01Z 9474 followers, 66K engagements

"Everyone is trashing Oracles AI capex just like they trashed Amazon for wasting money on AWS History doesnt repeat but it rhymes. Bezos said it best: AWS is one of those dreamy businesses that will serve customers and earn returns for many years Ellison sees the same path"
X Link 2025-12-11T05:02Z 9474 followers, 8732 engagements

"Oracle is down but the real tell is Nvidia buying OCI Lepton needs neutral high-density AI zones with fast power permissive BYO-GPU and no hyperscaler LLM politics Oracle + CoreWeave can stand up GB200 clusters in months AWS/Azure/Google cant clear their bottlenecks $nvda"
X Link 2025-12-11T06:32Z 9471 followers, 6375 engagements

"Disney dropping $1B on OpenAI and opening up its IP to Sora is insane: Mickey isnt just a character anymore hes a platform. Every kid with a laptop becomes a mini-Pixar. The real question: does this make $DIS a content stock or an AI stock now 🎥🤖📈"
X Link 2025-12-11T14:08Z 9473 followers, 3015 engagements

"GPT-5.2 is the clearest signal yet that pre-training scaling isnt slowing down Bigger corpuses longer contexts hotter training run Every jump like this means one thing: NVIDIAs curve is nowhere near flattening. Were still early in the compute supercycle. $nvda $orcl"
X Link 2025-12-11T18:23Z 9474 followers, 13.9K engagements

"390x efficiency in a year and this isnt even a Blackwell-trained model yet 🚀🔥 If GPT-5.2 can bend the ARC curve like this on pre-Blackwell hardware imagine what happens when GB200 and AP7 ramps hit full stride The NVIDIA compute supercycle is nowhere near priced in"
X Link 2025-12-11T19:04Z 9473 followers, 3271 engagements

"This is the side of Nvidia people never see. Jensen reunited with former hostage and NVDA engineer Avinatan Or today. No press tour. No spin. Just real humanity and real leadership. Culture like this is impossible to copy"
X Link 2025-12-11T21:08Z 9474 followers, 14.8K engagements

"@Alex_Intel_ I read it the other way. Everyone can start with Broadcom move over to a lower cost Taiwanese provider like Mediatek. Hes just a job shop for XPUs there is no unifying software layer like CUDA to lock his customers in"
X Link 2025-12-11T22:43Z 9474 followers, 3300 engagements

"@jablamsky To me XPUs are a terrible business. No moat no lock-in. They get competed down and handed to the lowest-cost producer in Taiwan. At least NVDA has a remote control: CUDA software gravity and backward compatibility"
X Link 2025-12-11T23:14Z 9473 followers, XXX engagements

"Monday Morning Quarterback: Everyone wants to build a custom GPU now with Marvell MediaTek Broadcom whoever. But by the time it tapes out CoWoS is jammed supply chain is constrained and youre X gens behind real question is: what are your watts-per-token/$ vs Nvidia"
X Link 2025-12-08T16:29Z 9473 followers, 3880 engagements

"China can bundle delay negotiate all it wants At the end of the day H200 still outguns local chips XX There is no CUDA-grade alternative Thats the moat. $NVDA"
X Link 2025-12-12T13:12Z 9474 followers, 3842 engagements

"Nvidia CFO Colette Kress at UBS this morning: Competition Absolutely not. No AI bubble. Three secular shifts: CPU to GPU accelerated computing Recommender engines eating the internet AI and agentic AI Market headed to $34T by 2030. $nvda"
X Link 2025-12-02T15:40Z 9473 followers, 9628 engagements

"hey @michaeljburry Nvidia CFO Colette Kress dropped a critical detail: Most Blackwell chips arent replacing old hardwaretheyre filling brand-new data centers. 🏗 This isn't an upgrade cycle. Its an expansion cycle"
X Link 2025-12-02T15:56Z 9473 followers, 149K engagements

". @GavinSBaker said it: no one stands up data centers faster than Elon. The late-night XAI photo proves it While everyone else talks throughput and roadmaps @xAIMemphis is in the trenches wiring up Blackwell clusters before the competition even finishes their slides. $nvda 🚀"
X Link 2025-12-10T20:14Z 9473 followers, 2830 engagements

"@BenBajarin Doesnt seem sustainable if everyone starts with Hock and takes it to Mediatek"
X Link 2025-12-11T22:39Z 9474 followers, 4840 engagements

"@TShirtnJeans2 XPUs are a terrible business. No moat no lock-in. They get competed down and handed to the lowest-cost producer in Taiwan. At least NVDA has a remote control: CUDA software gravity and backward compatibility"
X Link 2025-12-11T23:02Z 9474 followers, 2495 engagements

"@hhuang XPUs are a shit business. No real moat no lock-in. Eventually they get pushed to the lowest-cost producer in Taiwan. At least NVDA has a remote control with CUDA software gravity and backward compatibility"
X Link 2025-12-11T23:37Z 9473 followers, 1033 engagements

"@BillAckman Bills Sunday pancakes🥞"
X Link 2025-12-12T02:30Z 9474 followers, 4578 engagements

"GPT-5.2 isnt just smarter. It changes where AI competition happens. MidTraining at scale stresses NVLink HBM bandwidth interconnect efficiency and CUDA tooling. Thats Nvidias home turf. More lifetime GPU hours deeper lock-in. $nvda"
X Link 2025-12-12T06:11Z 9474 followers, 4861 engagements

"$NVDA China: $50B TAM for H200 today. GB200 racks at 3x ASP = $150-200B market in X yrs when govt tech approvals catch up. Export policy is a feature not a bug creates rolling demand waves X gen behind. XX% tariff sweetens the deal Thoughts Interested in your take"
X Link 2025-12-12T16:29Z 9474 followers, 1009 engagements