@danielnewmanUV Avatar @danielnewmanUV Daniel Newman

Daniel Newman has been active on social media, sharing insights and opinions on various tech companies, including $NVDA, $ORCL, $INTC, $AAPL, and $MU. The most important thing happening lately appears to be the growing excitement around AI investments, particularly with $NVDA's deal with OpenAI and $ORCL's efforts in the AI space. Newman also seems to be bullish on the potential for $INTC's foundry and $AVGO's custom AI chip market share.

Engagements: [---------] #

Engagements Line Chart

Mentions: [--] #

Mentions Line Chart

Followers: [-------] #

Followers Line Chart

CreatorRank: [-------] #

CreatorRank Line Chart

Social Influence

Social category influence stocks #5457 technology brands finance countries automotive brands cryptocurrencies celebrities social networks events travel destinations

Social topic influence $nvda #156, ai, $googl #1744, $intc #104, nvda #33, $msft #59, $amzn #98, $amd #143, meta #3806, microsoft #427

Top accounts mentioned or mentioned by @nvidia @qualcomm @intel @patrickmoorhead @stocksavvyshay @apple @microsoft @ibm @amd @google @broadcom @salesforce @theaiinvestor @hpe @westfallonline @oracle @awscloud @splunk @cisco @lenovo

Top assets mentioned NVIDIA Corp. (NVDA) Alphabet Inc Class A (GOOGL) Intel Corporation (INTC) Microsoft Corp. (MSFT) Amazon.com, Inc. (AMZN) Advanced Micro Devices (AMD) Apple, Inc. (AAPL) Broadcom, Inc. (AVGO) IBM (IBM) RAI Finance (SOFI) QUALCOMM, Inc. (QCOM) Metadium (META) Taiwan Semiconductor (TSM) Oracle Corporation (ORCL) Dell Technologies, Inc. (DELL) Cipher Mining Inc. Common Stock (CIFR) Tesla, Inc. (TSLA) Palantir Technologies Inc. (PLTR) Now Coin (NOW) Arm Holdings plc (ARM) Salesforce Inc (CRM) Micron Technology, Inc. (MU) Iris Energy Limited (IREN) Hewlett Packard Enterprise Co (HPE) Marvell Technology Inc (MRVL) Cisco Systems Inc (CSCO) Hims & Hers Health, Inc. (HIMS) Robinhood Markets, Inc. (HOOD) Viking Therapeutics, Inc (VKTX) ServiceNow Inc (NOW) Splunk Inc (SPLK) Adobe, Inc. (ADBE) IonQ, Inc. (IONQ) Nebius Group N.V. Class A Ordinary Shares (NBIS) TeraWulf Inc. (WULF) Synopsys, Inc. (SNPS) SAP SE (SAP) Pure Storage, Inc. (PSTG) Oscar Health, Inc. (OSCR) Bitcoin (BTC) Super Micro Computer, Inc. Common Stock (SMCI) HP Inc (HPQ)

Top Social Posts

Top posts by engagements in the last [--] hours

"$AMAT sees a trillion in semis as possible for [----]. 👀👏🏻 When I said semis could hit a trillion in 26/27 many said I was crazy. Looks like it was more prescient than crazy. 😮💨"
X Link 2026-02-12T23:54Z 74.3K followers, [----] engagements

"Inflation dropping unemployment risk rising. You know what that means. Cuts incoming. JANUARY CPI INFLATION CPI 2.4% YoY vs Est. 2.5% Core CPI 2.5% YoY vs. Est. 2.5% https://t.co/Nl4yDP99UA JANUARY CPI INFLATION CPI 2.4% YoY vs Est. 2.5% Core CPI 2.5% YoY vs. Est. 2.5% https://t.co/Nl4yDP99UA"
X Link 2026-02-13T13:57Z 74.3K followers, [----] engagements

"$META isnt only building AI but it is using it to drive more than $60 Billion in annual revenue and growing. Exemplary AI ROI 👏🏻🚀"
X Link 2026-02-13T20:25Z 74.3K followers, 20.4K engagements

"$AMZN is one of our best ideas for [--]. Not the best start but we think its AWS growth is just getting started. UBS agrees"
X Link 2026-02-08T19:28Z 74.3K followers, 35.1K engagements

"$AMAT flying because semi cap demand is insatiable. AI demand requires more fabs more capacity more equipment and Applied Materials is front and center. Send it. $AMAT ROOF IT https://t.co/UDlch64VlE $AMAT ROOF IT https://t.co/UDlch64VlE"
X Link 2026-02-12T21:22Z 74.3K followers, [----] engagements

"Inclines for Cupid 💘 lmao. 325x5 lets go. What are yall up to 💪🏻👏🏻🔥"
X Link 2026-02-14T17:08Z 74.3K followers, [----] engagements

"A fast and furious [--] minute run down of compute memory energy inference and more with Charles. Talked $MU $INTC $CIFR $IREN $ARM $NVDA $META $GOOGL and more"
X Link 2026-02-10T20:05Z 74.3K followers, 72K engagements

"AI cant be eating everything and every industry and be a bubble at the same time. Its a revolution"
X Link 2026-02-11T17:17Z 74.3K followers, 110.5K engagements

"$NVDA should see 40-50% of the $700 Billion in Mag [--] committed AI Capex. Hard to bet against that. 🚀"
X Link 2026-02-11T22:16Z 74.3K followers, 156.6K engagements

"$NVO seeing big demand for its GLP Pill. Makes the $VKTX story even better given its efficacy. Can't imagine the buyout offers aren't mounting here"
X Link 2026-02-13T16:04Z 74.3K followers, 22.8K engagements

"MAG [--] EXPECTED TO DELIVER MORE THAN $9 TRILLION IN REVENUE OVER THE NEXT [--] YEARS. 👀🚀 $AMZN $2.7T $GOOGL $1.6T $AAPL $1.5T $NVDA $1.2T $MSFT $1.2T $META $890B $TSLA $365B MAG [--] EXPECTED REVENUE OVER THE NEXT [--] YEARS $AMZN $2.7T $GOOGL $1.6T $AAPL $1.5T $NVDA $1.2T $MSFT $1.2T $META $890B $TSLA $365B https://t.co/byCO7jpBd7 MAG [--] EXPECTED REVENUE OVER THE NEXT [--] YEARS $AMZN $2.7T $GOOGL $1.6T $AAPL $1.5T $NVDA $1.2T $MSFT $1.2T $META $890B $TSLA $365B https://t.co/byCO7jpBd7"
X Link 2026-02-15T16:25Z 74.3K followers, [----] engagements

"My favorite #CES2023 device in the I would actually use that category. Well done @Lenovo"
X Link 2023-01-05T21:29Z 74.3K followers, 926.1K engagements

"OPENAI TO SPEND $1 TRILLION ON AI INFRASTRUCTURE WITH $NVDA AND $ORCL PER WSJ OpenAI unveiled plans for a $1T global data center build-out starting with a Central Park-sized site in Texas. The company says it will need over 13x the compute power of its first facility. The AI Capex explosion continues"
X Link 2025-09-23T23:29Z 74.3K followers, 41.6K engagements

"U.S. DATACENTER POWER DEMAND SET TO DOUBLE BY [----] [--] Power Players to watch: $NNE grid buildout $CCJ uranium supply $VRT power & cooling $VST grid generation $LEU enriched uranium fuel $CEG nuclear baseload $EOSE long-duration storage"
X Link 2025-09-27T22:12Z 74.3K followers, 113.5K engagements

"Another AI and AI utilities bullish story. $50 Billion in datacenter buildouts for Anthropic. $IREN $CIFR $WULF and others continue to get these tailwinds. 👏🏻💪🏻"
X Link 2025-11-12T15:23Z 74.3K followers, 43.7K engagements

"$PLTR delivered a rule of [---] growth last quarter. I wouldnt step in front of that bus even if it is overvalued. 👏🏻😬"
X Link 2025-11-12T21:44Z 74.3K followers, 45.9K engagements

"I also like $AMD $MRVL and $INTC Probably more Im not thinking of"
X Link 2026-02-06T03:12Z 74.3K followers, [----] engagements

"We said $AAPL AI would move in [----]. After [--] years of unimpressive AI execution we think [--] is the year that Tim Cooks. $AAPL CEO Tim Cook told employees the company is all in on AI by baking Apple Intelligence into every product & using its 2.5B+ devices as the distribution advantage. A more personalized Siri launches this year with early traction already showing up in features like Visual https://t.co/co9dzJMbpS $AAPL CEO Tim Cook told employees the company is all in on AI by baking Apple Intelligence into every product & using its 2.5B+ devices as the distribution advantage. A more"
X Link 2026-02-08T16:25Z 74.3K followers, [----] engagements

"For my fellow $SOFI bulls. This is a must listen. Love it when @anthonynoto said he would be disappointed if Q1 was the highest growth quarter of the year. Great interview gents. [--] years in the making. The $SOFI interview is here. We sat down with CEO @anthonynoto to ask the questions retail investors have been asking for. We didn't hold back: Capital Raises & SoFi's Valuation "Sandbagging" Guidance The Future of Loans (Home & Personal) https://t.co/EgKoQheiuh [--] years in the making. The $SOFI interview is here. We sat down with CEO @anthonynoto to ask the questions retail investors have been"
X Link 2026-02-09T16:38Z 74.3K followers, [----] engagements

"@mikealfred $CIFR 💪🏻👏🏻🚀"
X Link 2026-02-09T23:18Z 74.3K followers, [----] engagements

"$IONQ building an impressive customer ecosystem with $NVDA $AMZN $MSFT and more. 💪🏻"
X Link 2025-09-12T15:23Z 74.3K followers, 25.4K engagements

"AI utilities including $EOSE $NBIS $WULF $CIFR $CRWV $APLD $IREN all expected to see explosive revenue growth next year. 🚀 Hard to imagine betting against this growth and momentum. 😬"
X Link 2025-10-14T12:06Z 74.3K followers, 208K engagements

"$CIFR gets a raise and $33 from Rosenblatt. 👏🏻🚀"
X Link 2025-11-04T17:09Z 74.3K followers, 38.5K engagements

"Very excited to start the week off announcing a new strategic partnership between Futurum and EightCo Holdings (Nasdaq: $ORBS) to bring a new critical vector to technology evaluation. AI Trust and Transparency. Al is advancing at an unprecedented pace and enterprises increasingly require reliable objective insight into which Al solutions deliver measurable performance built on secure authenticated and transparent foundations. FOTAP is purpose-built to help enterprises deploy trusted Al solutions with confidence backed by rigorous standards and governance. Together Futurum and EightCo will be"
X Link 2026-01-26T13:36Z 74.3K followers, 27.7K engagements

"Full release: https://www.prnewswire.com/news-releases/eightco-orbs-and-futurum-group-announce-strategic-partnership-to-launch-futurum-orbs-trust-and-authentication-platform-fotap-302669769.html https://www.prnewswire.com/news-releases/eightco-orbs-and-futurum-group-announce-strategic-partnership-to-launch-futurum-orbs-trust-and-authentication-platform-fotap-302669769.html"
X Link 2026-01-26T13:38Z 74.3K followers, [----] engagements

"$COHR with a really solid print and a massive CPO (copackaged optics) deal in hand from. my guess. $NVDA"
X Link 2026-02-04T21:21Z 74.3K followers, [----] engagements

"Peptides are the AI of human evolution AND have the potential to reduce ongoing dependency on pharmaceuticals that deteriorate health and quality of life. 👀🙏🏻 There is a massive push by Pharma right now to kill peptide use and specifically go after compounding pharmacies. Based on some of the research I have seen peptides have some pretty incredible medical properties and are doing wonders for people. At any rate Pharma has a There is a massive push by Pharma right now to kill peptide use and specifically go after compounding pharmacies. Based on some of the research I have seen peptides"
X Link 2026-02-06T22:07Z 74.3K followers, 14.7K engagements

"Its go time. Great to be in studio with Charles talking all things tech. Rapid fire. 🚀 "Making Money With Charles Payne" feeling like a coiled spring but what about software What to buy now. Has economic Renaissance begun @AAmoroso_1 @CameronDawson @danielnewmanUV @Paul_Schatz @DylanLeClair @steelwire "Making Money With Charles Payne" feeling like a coiled spring but what about software What to buy now. Has economic Renaissance begun @AAmoroso_1 @CameronDawson @danielnewmanUV @Paul_Schatz @DylanLeClair @steelwire"
X Link 2026-02-10T19:28Z 74.3K followers, 17.9K engagements

"$VKTX heads to phase [--]. 💪🏻🚀 $VKTX Huge news for shareholders- Boom Oral drug moving to Ph3 guys https://t.co/DHczsATn4F $VKTX Huge news for shareholders- Boom Oral drug moving to Ph3 guys https://t.co/DHczsATn4F"
X Link 2026-02-11T21:58Z 74.3K followers, [----] engagements

"The capital flow to AI continues with little resistance. This is at or above all speculated post-money valuations at about 42x [----] Revenue. 💪🏻🚀 Weve raised $30B in funding at a $380B post-money valuation. This investment will help us deepen our research continue to innovate in products and ensure we have the resources to power our infrastructure expansion as we make Claude available everywhere our customers are. Weve raised $30B in funding at a $380B post-money valuation. This investment will help us deepen our research continue to innovate in products and ensure we have the resources to"
X Link 2026-02-12T19:52Z 74.3K followers, 13.8K engagements

"$IREN $WULF and $CIFR will be significant beneficiaries of the insatiable demand for AI energy + capacity"
X Link 2025-09-27T19:50Z 74.3K followers, 104.5K engagements

"The person who exposed Enron is trying to do it again with AI. Problem This isnt a bubble story its a typical shitco attaching to a supercycle and benefitting from speculation story. Bears want this to be something it isnt. However I will agree with her on one thing. Dont look at the hyperscalers. Because no bubble to be found there. NEW: @BethanyMac12 who exposed Enron reports that if you're looking for an AI bubble you dont need to look at the hyperscalers. Instead look at the old-school companies slapping "AI" on pitch decks and watching valuations soar. Companies like RadNet. Our new"
X Link 2025-12-16T16:38Z 74.3K followers, [----] engagements

"Yes almost everything you are reading about the $NVDA + OpenAI deal is total nonsense. This will become evident soon. That's complete nonsense. We are going to make a huge investment in OpenAI this is "probably the largest investment we've ever made." Well the real question is the $100bn none binding agreement. https://t.co/uhM0BKdySH That's complete nonsense. We are going to make a huge investment in OpenAI this is "probably the largest investment we've ever made." Well the real question is the $100bn none binding agreement. https://t.co/uhM0BKdySH"
X Link 2026-01-31T20:43Z 74.3K followers, 15.3K engagements

"$SOFI long and strong. Proud of its performance. 🚀 As we enter [----] @SoFi's mission and vision for the future are attracting more interest than ever before. Thats why we are excited to share our first Investor Relations Spotlight: providing more context on our recent capital raises. Well share these from time to time and look As we enter [----] @SoFi's mission and vision for the future are attracting more interest than ever before. Thats why we are excited to share our first Investor Relations Spotlight: providing more context on our recent capital raises. Well share these from time to time"
X Link 2026-02-06T14:27Z 74.3K followers, [----] engagements

"$MU This is stupid. Even if Samsung is approved theres literally not enough memory and every bit of memory that can be created. Will be sold to facilitate the build out of AI. Total and complete garbage. $MU is trading lower on reports Samsung is already approved by $NVDA to supply HBM4 for Rubin and may start production this month. Micron does not ramp HBM4 until mid [----] which brings fresh worries about losing early share in the highest margin part of memory. https://t.co/zeEKVXnRqF $MU is trading lower on reports Samsung is already approved by $NVDA to supply HBM4 for Rubin and may start"
X Link 2026-02-09T14:02Z 74.3K followers, 36.4K engagements

"$HIMS is correct. Stopping compounding is a pharma brigade move to control a key aspect to the future of medicine. Peptides. And if it succeeds it will limit access to these game changing inexpensive protocols that help improve wellness and eliminate the need for certain medications. Pharma wants to keep us sick and dependent. While HIMS has made so many bonehead moves it isnt wrong. Crossing my fingers the judges dont fall for this. 🤞 🚨 BREAKING: $HIMS RESPONDS TO NOVO LAWSUIT "Big Pharma is weaponizing the US judicial system to limit consumer choice" "This lawsuit attacks more than just"
X Link 2026-02-09T14:21Z 74.3K followers, 39K engagements

"$SOFI taking swings at $COIN 👀🙃 Everybody wants to trade when the moment hits. 🎤 If youre seeing issues elsewhere today SoFi Crypto is operating normallybuy sell & hold crypto in the SoFi app with bankgrade safeguards and instant money movement. https://t.co/qPEfHQATW1 Everybody wants to trade when the moment hits. 🎤 If youre seeing issues elsewhere today SoFi Crypto is operating normallybuy sell & hold crypto in the SoFi app with bankgrade safeguards and instant money movement. https://t.co/qPEfHQATW1"
X Link 2026-02-12T23:07Z 74.3K followers, 10.2K engagements

"And yet AI bubble bears say AI has no use case or ROI Real problem is it may be too good. 😌 Spotify says its best developers havent written a line of code since December thanks to AI https://t.co/6hafAJOeJv Spotify says its best developers havent written a line of code since December thanks to AI https://t.co/6hafAJOeJv"
X Link 2026-02-12T23:37Z 74.3K followers, [----] engagements

"$TSM is the absolute best near-term signal of the AI revolution. And every sign says we are on our way to a trillion in semis this year powered by AI. 💪🏻🚀 $TSM has a monopoly on making the most advanced AI chips by controlling over 90% of production at 3nm 5nm & 7nm. That demand shows up in its HPC segment across: AI accelerators like $NVDA Blackwell & $GOOGL TPUs Data center CPUs like $AMD EPYC & $AMZN AWS Graviton https://t.co/qI7artH84C $TSM has a monopoly on making the most advanced AI chips by controlling over 90% of production at 3nm 5nm & 7nm. That demand shows up in its HPC segment"
X Link 2026-02-14T17:37Z 74.3K followers, [----] engagements

"Almost every part of the AI supply chain is constrained. Energy being the most constrained. This is why names like $IREN and $CIFR have become front and center. 💪🏻"
X Link 2025-11-12T12:49Z 74.3K followers, 111.2K engagements

"$LSCC is back and its data center business led to a beat across metrics. The FPGA is essential to so many DC workloads and Lattice is capitalizing. Very good results guide and turn after a rough couple of years"
X Link 2026-02-11T00:45Z 74.3K followers, [----] engagements

"$MU revenue doubling while profit growing 4x in [----] and an extended cycle driven by HBM demand. 🤩🚀"
X Link 2026-02-14T19:56Z 74.3K followers, 41.2K engagements

"$NVDA I will not be surprised if it sees revenue surpass $500 Billion in [----]. 👀💪🏻"
X Link 2026-02-15T16:44Z 74.3K followers, 24.3K engagements

"OpenAI landing OpenClaw is 👏🏻🔥💪🏻🚀 Peter Steinberger is joining OpenAI to drive the next generation of personal agents. He is a genius with a lot of amazing ideas about the future of very smart agents interacting with each other to do very useful things for people. We expect this will quickly become core to our Peter Steinberger is joining OpenAI to drive the next generation of personal agents. He is a genius with a lot of amazing ideas about the future of very smart agents interacting with each other to do very useful things for people. We expect this will quickly become core to our"
X Link 2026-02-16T00:19Z 74.3K followers, [----] engagements

"Salesforce Sees Its AI Prospects Grow With Einstein Studio And BYOM In the ping pong match of generative AI announcements its once again Salesforces turn to make a stir this time with its Einstein Studio and Bring Your Own Model"
X Link 2023-08-11T15:05Z 20.3M followers, 59.8K engagements

"Googles Quiet Victory: Why The AI Browser Wars Were Over Before They Began OpenAIs Atlas browser aims to merge ChatGPT with web navigation challenging Googles AI dominance. But with Chromes market lead OpenAI faces steep odds"
X Link 2025-10-26T03:00Z 20.3M followers, 106.6K engagements

"Pandemic Drove Huge Digital Economy Boom And Its Not Done Adobe released its most recent Digital Economy Index highlighting a number of shifting behaviors for online shopping e-commerce and pricing. A look at the data the impact and some thoughts on what lies ahead for e-commerce and the economy"
X Link 2022-03-21T18:39Z 228.6M followers, 13.7K engagements

"Why B2B CMOs Need To Know About Account Based Marketing There is no shortage of definitions of the term account-based marketing including this one which reads account-based marketing (ABM) is a strategy thattargets high-value accounts than targeting leads -- the goal of ABM is to improveefficiency and gain higher revenue from marketing efforts while using fewer resources. Based on this statistics "
X Link 2016-04-29T15:37Z 20.3M followers, [--] engagements

"How IoT Will Impact The Supply Chain The IoT Is set to revolutionize supply chain management. Lets take a look at all the areas that can see a change"
X Link 2018-02-06T21:59Z 228.6M followers, [--] engagements

"Innovation Vs. Transformation: The Difference In A Digital World Innovation and transformation are often used synonymously but they have different meanings in the digital world. Heres the difference"
X Link 2017-02-21T13:44Z 208.1M followers, [--] engagements

"How Personal Emotions Fuel B2B Purchases If I were to tell you that the reasons why we buy things are based more on emotion than logic or reasoning you probably wouldn't doubt me would you Deep down I think we all know that we do this especially with personal purchases. Perhaps summed up best by the old "
X Link 2014-05-10T20:35Z 69.9K followers, [--] engagements

"What you see in yourself is what you see in the world - Proverb"
X Link 2011-09-26T01:05Z 70.4K followers, [--] engagements

"Solid innovation at an affordable price point to deliver Android TV - @Nvidia Shield TV (2019) review: totally tubular #Tech #AI https://buff.ly/2otG0fC https://buff.ly/2otG0fC"
X Link 2019-10-28T12:42Z 72.2K followers, [--] engagements

"@johnsonwhitney Did we ever set a time"
X Link 2011-10-04T02:20Z 70.4K followers, [--] engagements

"Another event wiped out by #COVID19 but in case you are an @Apple fan here is what you missed - Here's What Apple Would Have Announced at Its Canceled March Event $AAPL #iPad https://buff.ly/38XnT2R https://buff.ly/38XnT2R"
X Link 2020-03-18T20:59Z 73.1K followers, [--] engagements

"Good to see @Poly in the mix to deliver @MicrosoftTeams phones to deliver value through dedicated appliances. Something that is sometimes understated ---- Microsoft Teams is getting virtual commutes and Headspace meditation #MSIgnite #Collaboration https://buff.ly/3iTvbdF https://buff.ly/3iTvbdF"
X Link 2020-09-22T22:25Z 73.3K followers, [--] engagements

"New #oped on @MarketWatch: @Zoom is getting pummeled despite beating #earnings expectations w/ positive albeit modest guidance compared to early pandemic quarters. In short $ZM is in mostly good shape as a business but satisfying investors will be hard https://www.marketwatch.com/story/zooms-pandemic-boom-cools-but-the-company-is-building-a-powerful-platform-to-battle-microsoft-and-cisco-11630415080mod=newsviewer_click https://www.marketwatch.com/story/zooms-pandemic-boom-cools-but-the-company-is-building-a-powerful-platform-to-battle-microsoft-and-cisco-11630415080mod=newsviewer_click"
X Link 2021-08-31T13:49Z 73.5K followers, [--] engagements

"Here we go #SplunkConf21 kicking off with CEO @douglasmerritt getting us started. $SPLK #observability"
X Link 2021-10-19T16:06Z 73.2K followers, [--] engagements

"Sage from @douglasmerritt Over half of organizations dont know how to identify or put their data to use @DougMerritt #SplunkConf21 A real issue isn't volume or available data. It's putting it to work. This is the next frontier for most enterprises. #BigData $SPLK"
X Link 2021-10-19T16:13Z 73.7K followers, [--] engagements

"Looking forward to joining the @McLarenF1 team and @Splunk this week in #Austin at COTA. With hundreds evolving to thousands of sensors on each vehicle the automotive space is an exciting data story that will explode in the coming years. $SPLK #SplunkConf21"
X Link 2021-10-19T16:18Z 73.7K followers, [--] engagements

"When @douglasmerritt said: "A strong data foundation allows organization to build new experiences at a rapid pace." What it really said to me is an agile organization knows it can only be agile if it can tap its vast data resources. $SPLK #SplunkConf21"
X Link 2021-10-19T16:23Z 73.7K followers, [--] engagements

"One of the more compelling stories about @Splunk is its broad portfolio. The data platform has been extended to more than just IT and Security and now is a full observability suite that I believe meets the data challenges of most enterprise. $SPLK #SplunkConf21 #observability"
X Link 2021-10-19T16:29Z 73.7K followers, [--] engagements

"This is not trivial. Getting the data volume in and making it easier is key. Chief Product Officer Garth Fort launching Ingest Action. Making it easier to get data in improve the search experience and more. #SplunkConf21 $SPLK #BigData"
X Link 2021-10-19T16:36Z 73.7K followers, [--] engagements

"The transformation of @Splunk business model last year was critical. The company has moved to consumption and cloud and is now delivering a lower cost per GB. Of course volume is up so this is a win for $SPLK and for the market. #splunkconf21 #BigData"
X Link 2021-10-19T17:32Z 73.7K followers, [--] engagements

"New Research Note: An overview of the significant mix of announcements from day one of #splunkconf21. The company continues to move in a promising direction and the product evolution and consumption business model are paying off. $SPLK #observability https://futurumresearch.com/research-notes/splunk-turns-data-into-doing-with-new-announcements-at-conf21/ https://futurumresearch.com/research-notes/splunk-turns-data-into-doing-with-new-announcements-at-conf21/"
X Link 2021-10-20T15:57Z 73.7K followers, [--] engagements

"@johnsonwhitney happy holidays Whitney See you in [----] :)"
X Link 2011-12-23T15:12Z 70.4K followers, [--] engagements

"We are live. Join us Talking @Twitter and @elonmusk @AMD #earnings warning @BoxWorks @Kyndryl @Micron @Google @Microsoft and @Cloudera #Tech #Podcast Ep141: We are LIVE talking @Twitter @AMD @BoxWorks @Kyndryl @IBM @MicronTech @Google @Cloudera https://t.co/XmtmzbvNtu Ep141: We are LIVE talking @Twitter @AMD @BoxWorks @Kyndryl @IBM @MicronTech @Google @Cloudera https://t.co/XmtmzbvNtu"
X Link 2022-10-07T13:44Z 73.7K followers, [--] engagements

"@OABlanchard I'm not an Elon apologist. But look at PE ratios market conditions and the macro. Tesla's PE was insane. Higher rates and inflation are more to do with this than Elon's dumb Twitter rants. For fun let's do a podcast on this. A debate. Sign me up"
X Link 2022-12-14T17:09Z 73.5K followers, [--] engagements

"After the bell: $NVDA The demand for #Datacenter #AI #Gaming and #Automotive technology will be in focus. Revenue expected to be down. Gaming is expected to be hit hard. Expecting DC and Auto to show strength. Metaverse still nascent but interesting. #Earnings Heres why @Downtown Josh Brown would not buy NVIDIA ahead of earnings $NVDA https://t.co/p6lrPV5ddz Heres why @Downtown Josh Brown would not buy NVIDIA ahead of earnings $NVDA https://t.co/p6lrPV5ddz"
X Link 2023-02-22T18:56Z 72.2K followers, [---] engagements

"The picks & shovels cos. hold a mass of valuable enterprise data that will play a big role in this #AI Boom. I like the progress @Teradata. Especially in Cloud. Up 88% Spoke to CEO Steve McMillan. His positioning for both AI & #HybridCloud are in sync with the opportunity. $TDC"
X Link 2023-05-04T20:39Z 73.7K followers, [---] engagements

"Long and exciting day ahead. Starts in NYC hosting an executive panel for @latticesemi analyst and investor day. Ends in Vegas for @ServiceNow #knowledge2023 with a virtual stop @SAP Sapphire. Another great week ahead for tech. $LSCC $NOW $SAP"
X Link 2023-05-15T11:10Z 73.2K followers, [---] engagements

"Join us now for the Pod Ep 180: We are Live talking @Cisco @Lenovo & @Synopsys earnings whats next for @Intel-Tower Synopsys new CEO @GroqInc chooses @SamsungDSGlobal over TSMC & IFS @Amazon Devices Dave Limp departs. $CSCO $INTC $SNPS $AMZN #Earnings #Tech Ep 180: We are Live talking @Cisco @Lenovo & @Synopsys earnings whats next for @Intel-Tower Synopsys new CEO @GroqInc chooses @SamsungDSGlobal over TSMC & IFS and @Amazon Devices Dave Limp departs. $CSCO $INTC $SNPS $AMZN https://t.co/25GLb2Wl0c Ep 180: We are Live talking @Cisco @Lenovo & @Synopsys earnings whats next for @Intel-Tower"
X Link 2023-08-18T14:20Z 73.6K followers, [----] engagements

"Are we at a start/stop moment with Apple Vision Pro It felt like for a week or two it was the moment for XR and Apple was going to do what it does best and enter late but win a market. No more than 6-8 weeks later and it seems fatigue has set in. No doubt AI and NVIDIA have been the darlings of the tech dance but Apple was supposed to have the secret sauce and this market was supposed to accelerate. My take is the first launch point was more developer centric. The price at $3500 is high because Apple knew is could price this high and still sell a certain amount. But the long game here is a"
X Link 2024-03-25T17:08Z 70.5K followers, 53.9K engagements

"CEO Shantanu Narayan kicks off the event with a few remarks and a vision statement"
X Link 2024-03-26T21:07Z 73.2K followers, [---] engagements

"Summit statistics at a glance $ADBE"
X Link 2024-03-26T21:09Z 73.2K followers, [---] engagements

"@COentrepreneur @nvidia @1 What utilization rate are you assuming"
X Link 2024-03-27T21:00Z 70.2K followers, [--] engagements

"Just found out Im getting a new best friend this weekend 🫶🏻 🐶 Still miss Dempsey but this little lady will surely bring a lot of smiles"
X Link 2024-04-02T21:25Z 73.8K followers, [----] engagements

"The Google TPU history. Considerable progress from v1 to v5 and a strong show of Googles AI competency as it has not only built an accelerator but has developed a full stack that has enabled Google to develop and deliver model development training tuning and inferencing built on its own silicon and also using much of its own network innovation. (And yes a lot of Broadcom collaboration here as well). Its exciting to see different architecture for AI and a broader set of offerings and optionality for different workload demands. The quick readout on TPU 👇🏻 $GOOGL $AVGO"
X Link 2024-04-10T17:02Z 70.4K followers, [----] engagements

"I shared yesterday that despite $ASML missing on some numbers that I expected $TMSC to beat. AI demand impacts these companies differently. Overall a great set of results for TSMC and strong indicator of the demand ramp for AI Silicon as we also saw guidance out perform expectations. Good breakdown 👇🏻 $TSM TSMC Q1 [----] Earnings: EPS: $1.38 vs $1.32 estimate ✅ Revenue: $18.87 billion vs $18.40 billion estimate ✅ Gross margin for the quarter was 53.1% operating margin was 42.0% and net profit margin was 38.0%. For Q2 [----] TSMC expect revenue between $19.6-$20.4 billion."
X Link 2024-04-18T11:48Z 70.7K followers, [----] engagements

"New on Barrons: A contrarian Tesla view: It's not the end despite how things feel right now. Remember when NVDIA was $130 in [----] Facebook at $15 My comments: The TLDR👇: I think there is a lot of negative piling on. Long term I believe Tesla has a technology and innovation advantage. Doesn't mean this quarter may not be bad. But I think there is a high probability of a turn around. Thanks @LaMonicaBuzz for the chat and inclusion in this @barronsonline piece. In the comments below $TSLA"
X Link 2024-04-22T21:56Z 73.9K followers, [----] engagements

"IBM CEO and Chairman @ArvindKrishna kicks of IBM Think talking about AI and the impact it is set to have on the economy. By [----] AI will add [---] trillion in GDP He shared that the speed of adoption and innovation is good but not good enough. Companies have to move fast to realize the benefits and opportunities that can be unlocked by AI. Much of what he shared bodes well for the watsonx platform. Which was the first GA enterprise end-to-end AI platform. $IBM https://twitter.com/i/web/status/1792898491028488435 https://twitter.com/i/web/status/1792898491028488435"
X Link 2024-05-21T12:41Z 73.7K followers, [----] engagements

"A Look at Forward P/E (2025) for Major Semiconductor Companies Some thoughts. [--]. NVIDIA has been on a heck of a run but on a forward PE basis it is still cheap compared to some other names aka Arm. [--]. If you have conviction like I do that the HBM demand is going to soar then Micron is still really inexpensive for being at the beginning of a big cycle for not only HBM but memory more broadly. [--]. Qualcomm has been on a run but on a forward basis seems to be a heck of a value against its diversification into Autos ($45 billion pipeline) and PCs which de-risk it from handsets (which will also see"
X Link 2024-06-14T22:09Z 70.7K followers, 85K engagements

"Keynote time. Day [--] @PureStorage Accelerate. Lets go The usual suspects here Bestie and my Six Five partner in tech analysis 👊🏻 @PatrickMoorhead And our very own @TheFuturumGroup Analyst Advisors 👇🏻👇🏻 Camberley Bates and @pnashawaty 🙌🏻 $PSTG"
X Link 2024-06-20T16:03Z 73.8K followers, [----] engagements

"Here we go @Cisco Q4 Results: It's a beat/beat Adjusted EPS: $0.87 (beats estimate of $0.85) Revenue: $13.640B (beats estimate of $13.537B) Our own @StevenDickens3 joined @SchwabNetwork to discuss his expectations ahead of the bell. Digging into the results and guide next and hopping on to listen to the call. Expect the announced cuts to be a big focus of today's call with @ChuckRobbins. $CSCO $CSCO earnings today after the close 🔔 ☁ @StevenDickens3 & @RunnymedeCap detail what to look for in Cisco Systems' Q4 report with @NPetallides: https://t.co/bZD1hPrs1P $CSCO earnings today after the"
X Link 2024-08-14T20:09Z 73.6K followers, [----] engagements

"10 visceral thoughts on the rumor that Qualcomm wants to buy Intel [--]. All of it No [--]. If they wanted to still probably no [--]. Regulatory would be incredibly complex (also read: no) [--]. Maybe parts of it were of interestPC Auto [--]. It would certainly be a path to entering DC at scale. But [--]. Still no [--]. Mobileye Nope not that either [--]. Design business as a whole Im leaning toward no [--]. Qualcomm entering the Fab/Foundry biz Not a chance [--]. I could be wrong but even stillNo not happening. Thanks for playing. Will gladly eat crow if I turn out to be wrong here. $INTC $QCOM Qualcomm made a takeover"
X Link 2024-09-20T20:15Z 73K followers, [----] engagements

"Here we go Join us for EP237 of the Weekly Podcast: We are Live Talking [--]. @Lenovo Tech World [----] [--]. @AMD @Intel Tech Titans Extend X86 ISA [--]. @AWScloud & @Google Go Nuclear [--]. Color Me @AmazonKindle [--]. @Adobe Max [----] [--]. @TWSemicon Q3FY24 Earnings $LNVGY $AMD $INTC $AMZN $GOOG $ADBE $TSM https://twitter.com/i/web/status/1847266474965999860 https://twitter.com/i/web/status/1847266474965999860"
X Link 2024-10-18T13:20Z 73.7K followers, [----] engagements

"Very very bad Supermicro at real risk of being delisted for the second time 👇🏻 $SMCI $SMCI has disclosed it cant file its Q1 [----] 10-Q or [----] 10-K on time without unreasonable effort or expense due to ongoing issues around internal controls and the need for a new audit firm. After concerns raised by its former auditor a Special Committee review was launched $SMCI has disclosed it cant file its Q1 [----] 10-Q or [----] 10-K on time without unreasonable effort or expense due to ongoing issues around internal controls and the need for a new audit firm. After concerns raised by its former auditor"
X Link 2024-11-13T12:33Z 73.3K followers, [----] engagements

"Here we go: @awscloud opening Keynote. Im going to thread my takes below. 👇🏻 $AMZN"
X Link 2024-12-03T16:06Z 72.3K followers, [----] engagements

"Apple talks about how it uses AWS for its AI/ML lifecycle including use of its Trainum and soon Trainium2 instances. Apple has been very calculated in its AI strategy and it is interesting to hear it is using Amazon silicon. $AMZN $AAPL"
X Link 2024-12-03T16:35Z 72.3K followers, [---] engagements

"Sometimes reality is stranger than fiction. Quantum Computing Inc. in [----] operated as Innovative Beverage Group holdings. It won a contract for $26K from NASA and delivered 311k in revenue this year and the company now has a market cap $1.5 billion. I get that Quantum is hot and that Google's big announcement created a lot of excitement and IonQ has made some real progress as well. But this thing is trading like a pharma with a breakthrough drug trial that is awaiting results. And. in the spirit of my comments on Froth = Fartcoin.This may be even worse. $QUBT $IONQ What stage of the bull"
X Link 2024-12-19T17:58Z 53.2K followers, [----] engagements

"At a glance: The entire global semiconductor industry by market cap and by region. NVIDIA Broadcom and TSMC equate to more than $5 Trillion of market cap which is larger than the rest of the industry combined. (market cap) H/T to @VisualCap for the graphic. $NVDA $TSM $AVGO"
X Link 2025-01-03T15:00Z 53.2K followers, [----] engagements

"This is the "ChatGPT Moment" for Humanoid Robots. Here we go. A robot for you you you and you. It is happening. $NVDA"
X Link 2025-01-07T04:00Z 72.4K followers, 14.8K engagements

"A bid for ALL OF INTEL I won't go as far as to say there is no possibility that a bid for all of Intel has been made. But I will go as far as to say that the regulatory scrutiny of a deal like this leaves so few realistic suitors for the company. I stand by my assessment that a true split is the most likely outcome. Independent of the Foundry business Intel Products can be a very profitable business. It needs to address data center AI very quickly but that is its largest immediate need to tackle. The Foundry needs a lot of capitalization and likely some continued government support/subsidy. I"
X Link 2025-01-17T14:01Z 72K followers, 49.8K engagements

"After a shaky name change and a few quarters of being absolutely battered for its Reality Labs bet It is arguable that Meta has become the most consequential and highest performing company on the planet. With LLaMa it is revolutionizing open source AI and with more than [--] billion people per day using one of its apps. It is basically used daily by half the people in the world. Right up there with toilet paper 😆 The company has been bold in the face of shifting market forces. It is making big bets in terms of building out infrastructure. And at the same time it is continuing to expand its"
X Link 2025-01-29T22:47Z 53.2K followers, [----] engagements

"ButButBut AI is a bubble. $315 Billion in Capex from [--] companies to build the AI future. Yeah. SureThe bears on FinTwit are smarter than the CEOs of every Mag [--] CEO. 🤣 Literally every one of them are clear that the revenue potential makes these massive capex outlays a requirement for long term viability. 🔥 🐻 🚀 🐂 $AMZN $GOOGL $MSFT $META"
X Link 2025-02-08T15:53Z 53.3K followers, 45.1K engagements

"@TheLongInvest $GENI"
X Link 2025-02-09T17:57Z 53.2K followers, [----] engagements

"Here we go @latticesemi FY [--] Q4 Results. The FPGA space shows signs of life and Lattice Semi and the category has some things to be optimistic about. The company met expectations on revenue and slight beat on EPS (adjusted for 1x assembly charge). Highlights and perspectives: [--]. The U shape recovery for semis outside of the AI space has been long but the numbers this quarter indicate that we may be seeing the end of the bottoming and back into the ascent. [--]. Bookings to billings has accelerated back to above [--] in recent periods meaning that sales are on the upturn. [--]. Double digit growth of"
X Link 2025-02-10T21:02Z 53.2K followers, [----] engagements

"This 17-day run for $META. Incredible. I recently called it the most consequential company of our time. [---] Billion people use one of its apps every day. Plus it is the ultimate customer zero story. Wow. Just Wow"
X Link 2025-02-12T20:37Z 53.2K followers, [----] engagements

"Last week at IBM Investor Day CEO Arvind Krishna flashed this slide 👇 It feels like this deserves more attention. The ability for IBM to use its Granite Models + Instruct to deliver model performance that exceeds models more than 10x its size while reducing cost by 75-98% seems like the type of breakthrough we need to really accelerate consumption of AI in the enterprise and beyond. While the world is talking LLMs and massive trillion dollar capex infrastructure investments--the other side is more efficient and performant model deployment and consumption to realize the full potential of AI"
X Link 2025-02-12T20:42Z 53.2K followers, [----] engagements

"@kylewhitegoat Stay calm and accumulate. Our time will come"
X Link 2025-02-13T00:55Z 72.8K followers, [---] engagements

"@HyperTechInvest @Cisco It feels like the enterprise AI story is driving a broadening out"
X Link 2025-02-13T01:08Z 53.2K followers, [--] engagements

"With six of the mag seven having reported this quarterall eyes are starting to turn to NVIDIA and whether or not it will impress what has been a relatively tough quarter for big tech companies not named Meta. Great to join Fox Business today to talk about whats ahead here as well as what is going on with Meta and Tesla and also why continuing to aggressively cut government cost/spending is going to be important for reducing inflation and making sure the economy can get back on track. We also spoke briefly about deep seek again and why we are in a period where we have to be able to think about"
X Link 2025-02-13T18:40Z 53.2K followers, [----] engagements

"@The_AI_Investor @HPE making good progress here. Very NVIDIA centric AI GTM model. $HPE"
X Link 2025-02-13T19:45Z 53.2K followers, [---] engagements

"@WatcherGuru This is signal. Very bullish for $INTC foundry and driving the best of $TSM process to the U.S. sooner"
X Link 2025-02-13T19:56Z 53.2K followers, [----] engagements

"DraftKings. I'm not nervous $DKNG"
X Link 2025-02-13T21:01Z 53.2K followers, 10.7K engagements

"@Jukanlosreve That is the most Morgan Stanley thing ever :)"
X Link 2025-02-14T13:27Z 53.2K followers, [---] engagements

"We have been talking a lot about the next generation of AI enabled devices. So what processor is leading the way in terms of enterprise IT buyer mindshare and preference In our latest Decision Maker Survey we heard from more than [---] enterprise ITDMs who were evaluating and beginning the roll out of AI PCs across their organizations. In terms of which processor was winning. It broke down as follows: Intel: 56% AMD: 18% Qualcomm: 15% Apple: 11% It is early for the category but there is a lot of great insights in this report. See how Qualcomm has quickly gained mindshare and how Intel is"
X Link 2025-02-14T13:56Z 53.2K followers, [----] engagements

"@TrendSpider Long live the King. $DKNG"
X Link 2025-02-14T16:47Z 53.2K followers, [---] engagements

"The idea of giving TSMC controlling interest of Intel Foundry is really interesting. I imagine the Trump administration would require some significant commitments and concessions around IP ownership and domicile in order to cede control. Having said that TSMC taking over would certainly accelerate the commitment from large scale fabless designers to work more closely with Intel Foundry. I still struggle to see this happening unless Trump and U.S. get a lot of guarantees and protections. Especially with China/Taiwan risk continuing to be elevated. $TSM $INTC $TSM CONSIDERS OPERATING $INTC U.S."
X Link 2025-02-14T19:18Z 53.2K followers, [----] engagements

"Quick dinner with my valentine @patrickmoorhead 😂❤"
X Link 2025-02-14T23:47Z 53.4K followers, [----] engagements

"I am going to go on a limb (Not much of one) and say the Broadcom acquisition of Intel Products is 🐂 💩 Foundry rumors are more interesting. But still struggling to believe any transfer of control without an IP transfer commit from TSMC. $TSM $AVGO $INTC $TSM AND $AVGO EYE $INTC BREAKUP: WSJ TSMC and Broadcom are reportedly exploring separate deals to split Intel into two. Broadcom is interested in Intel's chip design business but would need a partner for the manufacturing side. TSMC on the other hand is considering taking https://t.co/eE0q28BX04 $TSM AND $AVGO EYE $INTC BREAKUP: WSJ TSMC"
X Link 2025-02-16T18:12Z 53.1K followers, 13.4K engagements

"@MichaelTramuto It does seem that way. Unless U.S. gets something it needs like IP"
X Link 2025-02-16T20:48Z 53.2K followers, [---] engagements

"Grok-3 looks impressive out the gate in a number of areas. Now we are hearing the next cluster will be 5x or [-------] GPUs. I guess the training era isnt over. Nor is the AI trade. 💪🏻🔥 $NVDA $DELL BREAKING: xAIs new Grok-3 model crushes DeepSeek and ChatGPT in science math and coding learning speeds. https://t.co/ATMcgDP33q BREAKING: xAIs new Grok-3 model crushes DeepSeek and ChatGPT in science math and coding learning speeds. https://t.co/ATMcgDP33q"
X Link 2025-02-18T13:43Z 53.2K followers, [----] engagements

"To be clear--Broadcom and Hock Tan could certainly be a suitor for Intel Products. But. I think people are grossly underestimating the value of Intel Products if split from the Foundry. In the recent periods Intel has lost some ground to AMD and Qualcomm and has missed a massive inflection with AI versus NVIDIA. But its products business still holds strong market share across client data center (CPU) and network. The business generates nearly $50 Billion in revenue and is profitable. While the stock has traded near book value it has been the loss in belief in Intel's leadership and Intel's"
X Link 2025-02-18T17:29Z 53.2K followers, [----] engagements

"How does Grok-3 stack up against other LLMs across math science and coding TLDR really darn well 👇🏻 The full picture of performance following the launch of Grok-3 including OpenAI o3. Im sure Elon and team would love to have been on top in every category but as I see ithow quickly @xAI has created an incredibly powerful reasoning and test-time compute engine should be seen as a miraculous result. A marvel of engineering with considerably less capital raised and less resources than its competition at OpenAI. And of course it outdid DeepSeek but couldnt claim to have done it on a budget of 3"
X Link 2025-02-18T23:09Z 53.2K followers, [----] engagements

"Finally an Apple modem on the new SE iPhone. 👀 This has been a disaster for Apple in the past. Be interesting to see if this time works out better and whether its pivot from Qualcomm truly begins. $AAPL $QCOM $AAPL unveils iPhone 16e: an affordable $599 model with the A18 chip in-house C1 modem & Apple Intelligence -- marking its shift from $QCOM 👀 https://t.co/G2DT3nPzcx $AAPL unveils iPhone 16e: an affordable $599 model with the A18 chip in-house C1 modem & Apple Intelligence -- marking its shift from $QCOM 👀 https://t.co/G2DT3nPzcx"
X Link 2025-02-19T19:25Z 53.2K followers, [----] engagements

"@StockSavvyShay likely to go as well as its replacement of Qualcomm Modems :)"
X Link 2025-02-20T17:46Z 53.2K followers, [----] engagements

"The news about Apple replacing Broadcom WI-FI chips with in-house versions is a little bit misleading as it relates to the ongoing relationship between Broadcom and Apple. This relationship is not in the same precarious position that Apple has had with other technology partners in the past. As I understand it Broadcom is still going to work with Apple to design its WI-FI chips but won't handle the manufacturing. Furthermore Broadcom expanded its engineering programs and facilities in [----] as part of its multi-year partnership agreement with Apple to supply wireless components for Apple"
X Link 2025-02-21T00:30Z 53.2K followers, [----] engagements

"Intel would be crazy to sell now. Its close in so many ways to turning things around. Progress in products has been impressive and its finally found focus. (After so much turbulence) DCAI is a little late to the party but the party is really just beginning. And Foundryeverything in terms of demand and policy is shaping up to not only be a tailwind for Intel but it can be argued that American exceptionalism and the current American economic agenda for AI and tech leadership will depend on a vibrant U.S. owned foundry. I continue to believe many of the most important roads will lead to Intel. A"
X Link 2025-02-21T03:21Z 53.3K followers, 30.5K engagements

"@DesFrontierTech @Lenovo @TWSemicon @Broadcom @intel @xai @HP @Humane @Apple Let's goooooooo :)"
X Link 2025-02-21T15:44Z 53.2K followers, [--] engagements

"@StockMomo @Lenovo @TWSemicon @Broadcom @intel @xai @HP @Humane @Apple 18A progress is palpable"
X Link 2025-02-21T15:44Z 53.2K followers, [---] engagements

"@StevenDickens3 @Lenovo @TWSemicon @Broadcom @intel @xai @HP @Humane @Apple Crazy"
X Link 2025-02-21T22:07Z 53.2K followers, [--] engagements

"Filed underwas unaware of Softbanks giant stash of GPU datacenters 🙄 $MSFT OpenAI plans to shift compute needs from Microsoft $MSFT to SoftBank - The Information OpenAI plans to shift compute needs from Microsoft $MSFT to SoftBank - The Information"
X Link 2025-02-21T23:12Z 53.2K followers, [----] engagements

"Its NVIDIA earnings week and that means we should see some FUD stories about the end of AI etc. The Microsoft note from TD Cowen was a good start but was quickly refuted by Microsoft. Blackwell has had endless FUD stories about heat issues and possible demand softness. Our channel checks havent found any softness and the issues seem to be largely solved. NVIDIA securing 70% of TSMC CoWoS-L for [----] is hard not to read as an extremely bullish sign for AI infrastructure demand. Furthermore the verbatim $300 Billion+ CAPEX commitments from Google Amazon Meta Microsoft and Tesla and then the"
X Link 2025-02-24T13:55Z 53.3K followers, [----] engagements

"@ftr_investors Strong $SNPS"
X Link 2025-02-26T21:23Z 53.3K followers, [---] engagements

"I was thinking of writing a thoughtful rebuttal to this continued spreading of FUD. But instead Ill just come out and say what this is 🐂 💩 $MSFT $NVDA Is the #AI bubble popping right before our very eyes Microsoft Abandons More Data Center Projects TD Cowen Says - Bloomberg https://t.co/6DdghqkrA1 Is the #AI bubble popping right before our very eyes Microsoft Abandons More Data Center Projects TD Cowen Says - Bloomberg https://t.co/6DdghqkrA1"
X Link 2025-03-27T16:48Z 73.7K followers, [----] engagements

"@rapparee11 It has been refuted. Microsoft booked excess capacity for OpenAI and it has been gobbled up by Google Amazon others. Coreweave expanding etc. The capex commits haven't changed. Even Satya said it. FUD"
X Link 2025-03-27T16:54Z 73.7K followers, [---] engagements

"Putting the @CoreWeave IPO under the microscope. 🔬 With big backing from NVIDIA and big customers like Microsoft and IBM this deal is projected to be one of the most exciting IPOs in a long time. 💥 But concerns have surfaced just ahead of its first trade taking the expected $3 billion of capital infusion down to maybe $1.5 and an expected share price of closer to $40 after a $47-55 range was expected. Why the concern There are a few but simply put [--]. Dependencyon NVIDIA on Microsoft on OpenAI on scarcity on GPU value [--]. Financial Modelthe business makes money on an EBITDA basis but its all"
X Link 2025-03-28T00:35Z 72.2K followers, [----] engagements

"China has bought $16 Billion of NVIDIA H20 in the last two months CNBC Now an export license will be required. The U.S. wants a lever to slow China AI buildout. And noChina cannot build a competitive part anytime soon. $NVDA"
X Link 2025-04-15T21:37Z 70K followers, 37.5K engagements

"Heading into tech earnings -- Guidance this quarter is going to be difficult and needs to be reimagined. We have entered the era of 'scenario guidance.' I expect that many tech names will follow suit. This is what we heard from the airlines today--and I believe tech will follow. Scenario A: Certainty and moderate tariffs Scenario B: Certainty and high tariffs Scenario C: Uncertainty all around etc. We covered a lot more than this including onshoring semiconductors AI impact and investment and CEO sentiment.But I think we are in for a very different tech earnings window. Fun to join"
X Link 2025-04-15T22:13Z 73.1K followers, [----] engagements

"Im surprised that people are surprised an out the NVIDIA H20 news. China is going to work as aggressively as possible to compete within video whether or not NVIDIA supply H20s. Our near term supply wont positively or negatively impact Chinas goal of not needing US chips to build AI. China will also be creative and ambitious in continuing to route more NVIDIA chips through various intermediaries which it has proven quite capable at. The news is unfortunate for NVIDIA but based on its massive demand from the likes of the hyperscalers all the while OpenAI and xAI dealing with their GPUs melting."
X Link 2025-04-16T00:42Z 70K followers, [----] engagements

"@MaxWinebach Well. If it is this or VLLM then NVIDIA is equally screwed in U.S. too as XPUs are looking pretty good and inexpensive"
X Link 2025-04-18T00:57Z 73.7K followers, [--] engagements

"@El_Cid_Owneador Doing it anyhow"
X Link 2025-04-18T13:24Z 73.4K followers, [--] engagements

"$HPE just launched autonomy at at the infrastructure layer with AGENTIC AI MESH But directionally this is where the market is heading. Every layer of the stack -- from apps to infra -- is being rebuilt around agents. And software agents never sleep"
X Link 2025-06-24T16:45Z 73.2K followers, [----] engagements

"Join us now talking all the week's tech and markets including $TSLA $MSFT $NVDA OpenAI and more. @FuturumEquities Welcome to our live show https://t.co/oenIDzGGzA Welcome to our live show https://t.co/oenIDzGGzA"
X Link 2025-07-03T16:34Z 73.6K followers, 14.3K engagements

"The [--] biggest beneficiaries of the Big Beautiful Bill. [--]. $NVDA NVIDIA [--]. $TSM Taiwan Semi [--]. $PLTR Palantir [--]. $AVGO Broadcom [--]. $RKLB Rocket Lab [--]. $ASTS AST SpaceMobile [--]. $EOSE Eos Energy [--]. $MU Micron [--]. $VRT Vertiv [--]. $OKLO Oklo New Signal from our @FuturumEquities team👇🏻🔥 Todays Futurum Signal breaks down why the Big Beautiful Bill Act is more than stimulus -- its a tailwind for these [--] names [--]. $NVDA NVIDIA [--]. $TSM Taiwan Semi [--]. $PLTR Palantir [--]. $AVGO Broadcom [--]. $RKLB Rocket Lab [--]. $ASTS AST SpaceMobile [--]. $EOSE Eos Energy https://t.co/CIWBcpPgNX Todays Futurum Signal breaks"
X Link 2025-07-09T19:58Z 72.3K followers, 19.5K engagements

"$NVDA will do very well with its (expected) new very tuned down HBM-less China-ready AI chip because The China market knows the NVIDIA solution/stack (even tuned down) is meaningful more capable than what it is able to develop with current limitations (Huawei) Maybe someday this wont be the case. But someday is not today. $NVDA TO LAUNCH CHINA-SPECIFIC AI CHIP AS EARLY AS SEPTEMBER A glimpse at the GPU engine powering the new digital economy -- even under geopolitical constraint. https://t.co/KEPBL6JpGJ $NVDA TO LAUNCH CHINA-SPECIFIC AI CHIP AS EARLY AS SEPTEMBER A glimpse at the GPU engine"
X Link 2025-07-10T00:48Z 69.9K followers, [----] engagements

"$TSM Monster Q2 powered by AI demand. The company beat essentially every metric. Its moat and pricing power continue to be reaffirmed and this performance is an excellent leading indicator of the coming earnings cycle where names like $NVDA $AMD and $AVGO should do incredibly well. We do see the AI / Non-AI as a have and have not metric as TSMC performance is skewed to AI chips and less so to non related technologies which continue to be flat or down. Futurum Equities AI Fifteen number [--] for a reason. 🔥👇🏻 $TSM DELIVERED 😏 Sales $30.1B vs Est. $30.0B EPS $2.47 vs Est. $2.12 Net Income"
X Link 2025-07-17T10:20Z 73.2K followers, 10.1K engagements

"$NVDA wins the external workloads (90+%) $AMD will take the remaining share of GPUs $AVGO XPU wins 70+% of the custom AI chips for internal workloads $MRVL will take the lion share of what is left"
X Link 2025-07-22T19:32Z 73.7K followers, 24.7K engagements

"Americas AI Action Plan Deregulation is front and center here. -Remove the red tape to build and maintain global tech leadership -Build it herechips models agents tools. This should be good for $INTC Foundry but time will tell. -Train the workforce use and empower with AI develop skills for the future. Incredibly supportive for big tech. Serves the Mag [--] fabless chipmakers model researchers and developers and industry implementers well. Most bullish for $NVDA $AMD $MSFT $GOOGL $AMZN $ORCL $ARM Momentum longer term for $NOW $CRM $IBM $CSCO $DELL $HPE $PANW and more. Also good for startups and"
X Link 2025-07-23T16:34Z 73.8K followers, 21.2K engagements

"Should also mention the grid is a critical component here so the $OKLO and $VRTV and $GEV names see lift here as well. Also on memory $MU HBM is a definite attach to the momentum"
X Link 2025-07-23T16:46Z 73.8K followers, [----] engagements

"$MU is highly undervalued here. All that $NVDA will need a whole lot of HBM. Micron will be the top choice if it can deliver the volume required. Mark it. 🚀"
X Link 2025-07-26T16:56Z 73.6K followers, 32.4K engagements

"$PANW ❤ $CYBR What company should be added to our Futurum Equities Cyber [--] now that [--] and [--] have committed to tying the knot"
X Link 2025-07-30T16:52Z 71.9K followers, [----] engagements

"$MSFT Azure is a $75 Billion business. First time that is being shared. 39% growth this quarter"
X Link 2025-07-30T20:11Z 73.7K followers, [----] engagements

"$AAPL suddenly getting Siri to not suck feels highly improbable. 😩 Craig Federighi to staff today on the delays to Siri and the new version: This has put us in a position to not just deliver what we announced but to deliver a much bigger upgrade than we envisioned. There is no project people are taking more seriously. https://t.co/123kIkaxXL Craig Federighi to staff today on the delays to Siri and the new version: This has put us in a position to not just deliver what we announced but to deliver a much bigger upgrade than we envisioned. There is no project people are taking more seriously."
X Link 2025-08-02T01:22Z 70K followers, [----] engagements

"Big week ahead for tech and my portfolio ❤ as well. Lets rip $PLTR $HIMS $LSCC $AMD $SMCI $ANET $OSCR $IONQ $DKNG $APP $PINS"
X Link 2025-08-02T18:39Z 71.4K followers, [----] engagements

"$GOOGL undervalued ✅ $AAPL overvalued 🛑"
X Link 2025-08-02T19:20Z 71.5K followers, 32.8K engagements

"$INTC should be a massive beneficiary of this next wave of Built here that President Trump is zeroing in on. We still need a U.S. foundry with U.S. IP. Lets see what Lip Bu Tan and team can do to capitalize on the moment"
X Link 2025-08-06T21:58Z 73.5K followers, 15.4K engagements

"Why $MU and the AI memory cycle is different. Memory has always been cyclical and largely viewed as commoditized. The AI cycle and AI server volume driven by $NVDA $AVGO $AMD will create an elongated and more predictable cycle for memory. With more difficult certification standards and insatiable market demand we see a more stable and value-added path for Micron. https://twitter.com/i/web/status/1953907154223784073 https://twitter.com/i/web/status/1953907154223784073"
X Link 2025-08-08T19:52Z 73.4K followers, [----] engagements

"Will $NVDA CEO Jensen Huang be the first forever CEO as a humanoid robot powered by AGI ChatGPT-5 launch has me thinking so. 💪🏻🚀"
X Link 2025-08-08T19:56Z 73.2K followers, 14.6K engagements

"5 Best AI Semi Plays Not Named $NVDA [--]. $TSM TSMC best play for stable growth and profits (juggernaut) [--]. $AVGO Broadcom best play for custom AI chips and networking [--]. $AMD Advanced Micro Devices best GPU alternative [--]. $MU Micron best HBM upside play [--]. $ARM Arm Holdings best CPU for GPU/AI Chip at scale in the cloud"
X Link 2025-08-09T19:07Z 69.9K followers, 27.3K engagements

"$NVDA and $AMD devices being tracked 👀 If there is no diversion there is no problem right U.S. HIDING TRACKERS IN AI CHIP SHIPMENTS TO CATCH DIVERSION TO CHINA Reuters says the devices -- found in $DELL & $SMCI shipments with $NVDA & $AMD chips -- are part of targeted probes enforcing [----] export controls. https://t.co/aq1tYbk2fH U.S. HIDING TRACKERS IN AI CHIP SHIPMENTS TO CATCH DIVERSION TO CHINA Reuters says the devices -- found in $DELL & $SMCI shipments with $NVDA & $AMD chips -- are part of targeted probes enforcing [----] export controls. https://t.co/aq1tYbk2fH"
X Link 2025-08-13T11:20Z 73.2K followers, [----] engagements

"$TSM is an amazing company. But. It isn't a U.S. based company and the U.S. needs a leading edge foundry with 100% control of IP. 🫡 $INTC is the answer here"
X Link 2025-08-13T17:28Z 72.5K followers, 23.9K engagements

"$INTC as a foundry is essential. SoftBank knows it. Smart investment. Especially as U.S. likely comes in. 👏🏻 $INTC SECURES $2B INVESTMENT FROM SOFTBANK https://t.co/RpVc0dMFWS $INTC SECURES $2B INVESTMENT FROM SOFTBANK https://t.co/RpVc0dMFWS"
X Link 2025-08-18T23:44Z 73.1K followers, 11.4K engagements

"Epic Welcome Eberechi Eze to The Arsenal. 🔴⚪ Lets go Gunners ❤👊🏻 🚨❤🤍 BREAKING: Eberechi Eze to Arsenal here we go Verbal agreement in place between all parties. Crystal Palace to receive package in excess of 60m as Eze preferred #AFC over Spurs. Arsenal win race over Tottenham been in advanced talks for days but never sealed. https://t.co/nUN2gXXjgY 🚨❤🤍 BREAKING: Eberechi Eze to Arsenal here we go Verbal agreement in place between all parties. Crystal Palace to receive package in excess of 60m as Eze preferred #AFC over Spurs. Arsenal win race over Tottenham been in advanced talks for"
X Link 2025-08-20T22:36Z 73.8K followers, [----] engagements

"When we drop our [--] year AI chip forecast next Monday you will see some really interesting trends around XPUs as we near 2027-29. $AVGO $MRVL $ARM From an inference perspective AI ASICs hold an absolute advantage with inference costs typically [--] times lower than those of the GB200. Conversely when considering only GPUs high-end GPUs tend to have higher inference costs. Source: Morgan Stanley https://t.co/bVekv44IST From an inference perspective AI ASICs hold an absolute advantage with inference costs typically [--] times lower than those of the GB200. Conversely when considering only GPUs"
X Link 2025-08-21T01:02Z 70K followers, [----] engagements

"$AMD + $HPQ 🤝 New performance testing from Signal65 The on-device AI use case remains one of the most compelling in the real world and the performance continues to improve. AI anywhere all day is really compelling and while the AI PC cycle is still gaining momentum I have found a lot of productivity hacks. 👊🏻💪🏼 The latest gen @AMDRyzen AI PRO commercial processors offer significant performance and capability upgrades for business users. For modern AI and LLMs the @HP EliteBook [--] G1a using Ryzen AI PRO offers over 3x the performance and throughput. Report: https://t.co/dkZecRy8Zt"
X Link 2025-08-21T22:51Z 73.4K followers, [----] engagements

"$INTC deal isn't just about fabs. It is about owning the IP. This is the number one thing some people aren't understanding. If we don't own the IP we are always at higher risk"
X Link 2025-08-25T15:30Z 69.9K followers, 21.7K engagements

"$SOFI is trading like it has an S&P [---] inclusion in its future. 💪"
X Link 2025-08-25T20:21Z 73.5K followers, 14.6K engagements

"$MDB is a 🚀 Reminder that there are in fact earnings this week that arent $NVDA 🙃 $MDB Delivered 😏 Sales $591M vs Est. $554M EPS $1.00 vs Est. $0.66 FCF $70M vs Est. $4M Atlas Sales: $438M -- up 29% YoY Q3 Guidance Sales $589M vs Est. $582M EPS $0.78 vs Est. $0.70 FY26 Guidance Sales $2.35B vs Est. $2.29B EPS $3.68 vs Est. $3.10 https://t.co/DKaHEqKJ9O $MDB Delivered 😏 Sales $591M vs Est. $554M EPS $1.00 vs Est. $0.66 FCF $70M vs Est. $4M Atlas Sales: $438M -- up 29% YoY Q3 Guidance Sales $589M vs Est. $582M EPS $0.78 vs Est. $0.70 FY26 Guidance Sales $2.35B vs Est. $2.29B EPS $3.68 vs"
X Link 2025-08-26T20:12Z 72.2K followers, [----] engagements

"A lot of serious tech names reported today. $PSTG $HPQ $NTAP $CRWD $SNOW $NTNX There should be a rule about this. $NVDA really requires its own day. 🫣"
X Link 2025-08-28T00:58Z 70K followers, [----] engagements

"$AVGO has a lot of upside still. The best AI infra play not named $NVDA"
X Link 2025-08-28T19:43Z 70.7K followers, 20K engagements

"Remember when the masses lauded DeepSeek for training a model better than OpenAI using only [--] $INTC Pentium [--] chips and a Linksys router 😏😆"
X Link 2025-08-30T15:14Z 72.1K followers, [----] engagements

"The U.S. completely lost the ability to make leading edge chips over the past [--] decades. Whether it succeeds or fails this is why we had to do the $INTC Foundry deal. Its critical for supply chain resiliency national security and global technology (AI) and economic leadership. 👊🏻"
X Link 2025-08-31T21:33Z 69.9K followers, [----] engagements

"Founder-Led companies almost always outperform. Here are [--] public founder-led companies with strong moats (Shay Boloor)👇 [--]. $NVDA Nvidia [--]. $META Meta [--]. $PLTR Palantir [--]. $MELI MercadoLibre [--]. $CRWD CrowdStrike [--]. $TSLA Tesla [--]. $NET Cloudfare [--]. $ASTS AST SpaceMobile [--]. $HOOD Robinhood [--]. $RKLB Rocket Lab [--] FOUNDER-LED GROWTH STOCKS BUILT TO DOMINATE THIS DECADE [--]. $NVDA Nvidia [--]. $META Meta [--]. $PLTR Palantir [--]. $MELI MercadoLibre [--]. $CRWD CrowdStrike [--]. $TSLA Tesla [--]. $NET Cloudfare [--]. $ASTS AST SpaceMobile [--]. $HOOD Robinhood [--]. $RKLB Rocket Lab [--] FOUNDER-LED GROWTH STOCKS BUILT TO"
X Link 2025-08-31T22:56Z 70K followers, 12.1K engagements

"$ETH has all the feels of a big move. Not if but when 👀"
X Link 2025-09-03T02:28Z 71.7K followers, [----] engagements

"$SOFI Agentic AI ETF includes $NVDA $TSLA $PLTR and more. 🔥"
X Link 2025-09-03T16:25Z 72.1K followers, [----] engagements

"$MRVL selling is overdone. Lack of ability to disclose customers and future XPU projects shouldnt be confused for lack of customers and future volume on next gen XPU. Plus its connectivity business has intrinsic value and provided upside for developing more AI + Network systems. Time will prove this to be right. Mark it. 👊🏻"
X Link 2025-09-04T02:21Z 71.6K followers, 10.9K engagements

"Hock Tan is an execution machine. $AVGO shareholders are being rewarded for this after another monster quarter. The way he runs Broadcom is unique from all other companies Ive interfaces with. And his style as CEO is one of a kind. Very impressive"
X Link 2025-09-04T20:35Z 72.4K followers, 14.9K engagements

"Hock is giving a master class in how to say we are crushing it with custom AI without revealing customers or projects. I have a feeling $MRVL investors are fuming because $AVGO is showing how it is done"
X Link 2025-09-04T21:59Z 71.6K followers, [----] engagements

"$ORCL has been 🚀 Expecting that to continue next week. More $NVDA signal and maybe an update on an XPU 👀 Also $RBRK $SNPS $ADBE on deck"
X Link 2025-09-06T14:45Z 72.2K followers, 13.3K engagements

"@NighthawkTradez Hims"
X Link 2025-09-06T16:58Z 73.4K followers, [---] engagements

"Whoa 😳 OpenAI will lose $100+ billion next [--] years. Also: OpenAI is valued at $500 Billion. 🤯 I would put dollars in $GOOGL $META $NVDA 100/100 times before going in on that cash incinerator. 😬😮💨"
X Link 2025-09-06T18:11Z 69.8K followers, 15.1K engagements

"$META planning to spend $600 Billion through [----] and even more (Trillion) toward the end of the decade on AI. $AVGO $NVDA $AMD $ARM $MU all big winners here. And there are more beneficiaries than that. Bubble bears are going to get torched. 🔥😬"
X Link 2025-09-06T18:46Z 71.7K followers, 11.8K engagements

"$CITI lowering GPU target 4% based on $AVGO XPU strength. I see this as short sighted. XPU growth is explosive but it wont eat into GPU growth until at least [----]. Cutting $NVDA forecast will prove to be a mistake. Mark it. 👊🏻"
X Link 2025-09-08T14:19Z 73.8K followers, 10.3K engagements

"$MSFT committing a multi-billion dollar investment into $NBIS. 👀 Satya is at it again. Nice way to add talent and capacity. 💪🏻"
X Link 2025-09-08T21:22Z 72.2K followers, [----] engagements

"$NVDA is obvious but $ARM is another interesting upside play from the $ORCL AI + Cloud guide"
X Link 2025-09-10T11:52Z 73.7K followers, 10.4K engagements

"$CVLT is outperforming in Cyber with its strong AI innovation and acquisitive strategy. A deep dive with CEO Sanjay Mirchandani on its strategy and its continued strong performance (5 year - 341% up). CEO @Commvault Sanjay Mirchandani joined us to talk on how the cyber resilience landscape is shifting. Specifically ahead of Commvaults SHIFT event @PatrickMoorhead & @DanielNewmanUV talked with Sanjay about how AI and strategic acquisitions are shaping the future of https://t.co/rNk0gmavnW CEO @Commvault Sanjay Mirchandani joined us to talk on how the cyber resilience landscape is shifting."
X Link 2025-09-10T16:10Z 71.4K followers, [----] engagements

"Never Forget"
X Link 2025-09-11T15:14Z 70.4K followers, [----] engagements

"I genuinely don't think people are fully comprehending the size of the AI inference market. Trillions of tokens per month then week then day then hour second. Cloud Semis Agentic Platforms will explode. It's just the beginning. AI is not a bubble. Mark it"
X Link 2025-09-12T20:09Z 72.2K followers, 24.4K engagements

"Correction- $VRT not VRTV"
X Link 2025-09-14T20:39Z 73.8K followers, [----] engagements

"$CSCO of [----] is not $NVDA of [----]. Earnings are NOTHING ALIKE. Sorry bears"
X Link 2025-09-16T13:48Z 70.7K followers, 22.6K engagements

"$IONQ had what I call one heck of a week 👀"
X Link 2025-09-16T20:22Z 70.4K followers, 14.9K engagements

"I said $SOFI would touch $30 by end of September. Maybe I wasnt bullish enough. 😮💨"
X Link 2025-09-19T19:58Z 70K followers, 11.5K engagements

"$MU earnings this week. Been great to see Micron get the lift it deserves. HBM for AI will make this ticker much more investable. 🚀"
X Link 2025-09-21T14:02Z 72.7K followers, [----] engagements

"$QCOM Snapdragon Summit here we come The setup for Qualcomm is all about its plans in Datacenter Auto Robotics and XR. 👀"
X Link 2025-09-21T18:26Z 70.7K followers, [----] engagements

"$QUBT valuation makes total sense. 😏😬 Trailing [--] months revenue: $263000. Current Valuation: $3.72 Billion. I think I found the bubble. 😮💨 And yes this post is 100% snark. Coffee or Tea $QUBT ☕ https://t.co/IIAowRMs11 Coffee or Tea $QUBT ☕ https://t.co/IIAowRMs11"
X Link 2025-09-21T22:52Z 71.9K followers, 12.1K engagements

"Based on this $IONQ should be well over $100 Billion valuation today"
X Link 2025-09-21T22:55Z 71.9K followers, [----] engagements

"$SAP getting a lift here. Will work with OpenAI to deliver sovereign AI in Germany. Expect more of these types of deals"
X Link 2025-09-24T13:34Z 70.5K followers, [----] engagements

"$MRVL $5 Billion buyback approved today. Nice signal of confidence in the business. Marvell cant fully signal all of its XPU commits but this says it feels undervalued. Bullish. 🚀"
X Link 2025-09-24T13:56Z 71.6K followers, 10.8K engagements

"Remember when I said $AAPL will be next in on $INTC 😏 $INTC TO ASK $AAPL TO INVEST AS PART OF ITS COMEBACK BID PER REUTERS No confirmation yet but if true this could mark the start of a real comeback story for Intel. https://t.co/JjYcAl5cRF $INTC TO ASK $AAPL TO INVEST AS PART OF ITS COMEBACK BID PER REUTERS No confirmation yet but if true this could mark the start of a real comeback story for Intel. https://t.co/JjYcAl5cRF"
X Link 2025-09-24T20:13Z 70.5K followers, 17.8K engagements

"Red eye arrival in NYC. [--] hours time change. [--] hours sleep. Lets go. 😮💨😬"
X Link 2025-09-25T12:30Z 71.4K followers, [----] engagements

"$CIFR deal and offering in the same day. 😬😮💨"
X Link 2025-09-25T13:25Z 70K followers, [---] engagements

"$CIFR deal and offering in the same day. 😬😮💨 Short term volatility doesnt change my conviction. 🐂 🚀"
X Link 2025-09-25T13:28Z 69.9K followers, 11.8K engagements

"Even though AI isnt a bubble there can still be bubble AI stocks. $GOOGL $MSFT $AMZN $NVDA $TSM for instance are solid businesses with strong fundamentals. Names like $OKLO with amazing potential but no revenue will likely have massive volatility as exuberance and risk off behaviors fluctuate. Watch 👀 it play out"
X Link 2025-09-25T17:24Z 73.6K followers, 16.8K engagements

"Look forward to sitting down for a fireside chat to provide an outlook on the future of AI here at $PSTG Accelerate in NYC. T-minus one hour. 👊🏻"
X Link 2025-09-25T19:41Z 70K followers, [----] engagements

"$TSM 🤝 $INTC may wind up being less a choice and more a mandate. Like I said Intel has been made. 🤌🏻"
X Link 2025-09-26T05:10Z 71.9K followers, 17.4K engagements

"$HIMS is showing signs of life. When do the shorts get wiped The short interest in this company perplexes me. 😬"
X Link 2025-09-26T15:44Z 70K followers, [----] engagements

"So what massive investment will $NVDA announce next week"
X Link 2025-09-26T23:20Z 71.1K followers, 11.4K engagements

"$GOOGL TPU sets the bar for custom AI chips. It takes years to optimize an XPU and this is why GPUs will be 4x XPUs over the next [--] years. $NVDA JENSEN PRAISED $GOOGL CUSTOM TPUS The nod shows how far Googles own chips have come. By owning the chips the software that runs them & the cloud they live in Google makes TPUs faster & cheaper across its data centers. An underrated moat. https://t.co/FxDgWAU99m $NVDA JENSEN PRAISED $GOOGL CUSTOM TPUS The nod shows how far Googles own chips have come. By owning the chips the software that runs them & the cloud they live in Google makes TPUs faster &"
X Link 2025-09-27T14:47Z 70K followers, 18K engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing