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@ecommerceshares Avatar @ecommerceshares Wasteland Capital

Wasteland Capital posts on X about open ai, $amzn, $mu, $nvda the most. They currently have XXXXXXX followers and XXX posts still getting attention that total XXXXXXX engagements in the last XX hours.

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Social category influence stocks #2756 technology brands #2124 finance XXXX% fashion brands XXXX% currencies XXXX% automotive brands XXXX%

Social topic influence open ai #26, $amzn #322, $mu #76, $nvda #2323, $googl 0.69%, chips #764, $goog 0.46%, $msft 0.46%, the only #153, $16bn XXXX%

Top accounts mentioned or mentioned by @investornick @edwinvanderberg @stanphylcap @clivedenset @stone_maison_ @alexeimartov @grok @jonahlupton @the_analyst_lab @investor_nick_ @x4xeets @arrakisglobal @semitgtprince @cypherdc @catnyanpital @spybear180 @adorkssssss @stockmarketnerd @fischerrandom1 @formula1champ

Top assets mentioned Amazon.com, Inc. (AMZN) Micron Technology, Inc. (MU) NVIDIA Corp. (NVDA) Alphabet Inc Class A (GOOGL) Microsoft Corp. (MSFT) Alibaba Group (BABA) Airbnb Inc (ABNB) Lululemon Athletica Inc (LULU) Spotify Technology (SPOT) Abercrombie & Fitch Co. (ANF) Tapestry, Inc. (TPR) Wynn Resorts, Limited (WYNN) Palantir (PLTR) Advanced Micro Devices (AMD) Tesla, Inc. (TSLA) Snap, Inc. (SNAP) Cream (CRM) KKR & Co, Inc. (KKR) Apollo Global Management, Inc. (APO) Blackstone, Inc. (BX) TPG, Inc. (TPG) Carlyle Group, Inc. (CG)

Top Social Posts #


Top posts by engagements in the last XX hours

"I wonder what might suddenly happen if a lot of large funds on Monday simultaneously decide that this is the catalyst to take home some profit after this phenomenal year"
X Link @ecommerceshares 2025-10-10T15:51Z 121.6K followers, 49.1K engagements

"AI was supposed to make our society better and more efficient. Instead this guy pivoted to going after brainrot video slop and the gooner TAM. 😒"
X Link @ecommerceshares 2025-10-14T18:33Z 121.6K followers, 256.2K engagements

"$ABNB with another Super-Report. Rev +24%/31% ex FX Margin strong well up on last year & expected to stay steady this year 👍 . Q1 guide +16-21% (incl FX hit) well ahead of XX% consensus. At 40x 23E P/E not cheap (stock closed at $XXXX post last Q report). TAM is key question"
X Link @ecommerceshares 2023-02-14T22:43Z 121.6K followers, 138.3K engagements

"$GOOG is now the only full-stack player in Cloud & AI. Huge advantage in terms of data security simplicity and governance. $MSFT still runs ChatGPT while $AMZN has no workspace apps email etc. OpenAI meanwhile lacks cloud data storage email enterprise apps etc"
X Link @ecommerceshares 2025-10-09T14:53Z 121.6K followers, 97.6K engagements

"$LULU What a bomb Americas comparable sales DOWN -X% (). Slashes revenue and EPS guidance. Looks like women who want XXX% genuine petroleum product yoga pants now choose Vuori and Alo instead. At 12x new $XXXX EPS guide this is a $XXX stock. At 10x its $XXX. Yikes 😦"
X Link @ecommerceshares 2025-09-04T20:51Z 121.6K followers, 160K engagements

"Were at the stage of the market where any company that issues an AI-related partnership press release soars by 10-35% immediately"
X Link @ecommerceshares 2025-10-13T21:33Z 121.6K followers, 58.9K engagements

"$SPOT FCF is a joke. $9m FCF for a $32bn cap Lowest in X years ☹ apart from the awful Q4 XX Huge loss yet again. Yet only XX% growth. $1.6bn in R&D spend just last four quarters to research what GREAT product AWESOME company to work for (pays TOP $) Zilch FCF"
X Link @ecommerceshares 2023-07-25T17:07Z 121.3K followers, 193.4K engagements

"@KamiliaHaraQoo What about 500x 🤔"
X Link @ecommerceshares 2025-10-11T11:28Z 121.3K followers, 8784 engagements

"The diverging US economy: In September high income households saw the highest after-tax wage growth in years (+4.0%) while lower incomes saw wage growth close to post-COVID lows (+1.4%). Add stock & asset wealth at record highs on top 🤷♂"
X Link @ecommerceshares 2025-10-10T14:43Z 121.6K followers, 10.5K engagements

"$MU now +60.69% YTD. Whoever wins in AI in LLMs in the data centre in inference on devices in drones in robotics in the cloud in self driving cars Memory always wins. It wins in every case"
X Link @ecommerceshares 2025-09-09T20:37Z 121.6K followers, 46.7K engagements

"The funny things will be when OpenAI subsequently sells that $35bn of AMD stock to investors (or borrows against it from banks or private credit) so it can get cash to buy the chips from AMD. No cash raise or paying subs needed on OpenAI level. Its a beautiful scheme NGL"
X Link @ecommerceshares 2025-10-06T11:22Z 121.6K followers, 15.8K engagements

"$AMZN +1% YTD $BABA +124% YTD"
X Link @ecommerceshares 2025-10-02T16:51Z 121.4K followers, 27.7K engagements

"Latest OpenAI numbers from the FT: 800m users X% paying (40m). $13bn in ARR. Implies a $XXX annual ARPU or $27/month per paying user. XX% of rev from subscriptions rest is API. $8bn loss in H1 prob $20bn run rate loss now So basically spending $X for each $X in revenue"
X Link @ecommerceshares 2025-10-15T09:28Z 121.6K followers, 410.2K engagements

"@joshlacey33 Brand turnarounds dont happen over a quarter. It took 3-5 years for $ANF and $TPR stocks to go 7-13x Not immediate but not very long either"
X Link @ecommerceshares 2025-08-27T14:03Z 121.3K followers, 1130 engagements

"@ComebackCap The Casino owner doesnt give you stock so that you can gamble it away at the roulette table Imagine if $WYNN paid you $1k on stock for every $1k you put into the slot machine"
X Link @ecommerceshares 2025-10-06T11:25Z 121.3K followers, XXX engagements

"Now theres still a lot of integration that Google needs to do in its apps to make them work well AI-first. They are poorly integrated at the moment and teams seem to have zero incentive to make them work together. But it has all the pieces. None of the others do"
X Link @ecommerceshares 2025-10-09T14:53Z 121.3K followers, 6478 engagements

"So are we going to get Shocktober with (finally) a real pullback or Pumptober with another AI-juiced leg up in the pump rally Or simply Rangetober where we just bounce sideways due to mix of good (earnings) and bad (macro) fundamental news You tell me"
X Link @ecommerceshares 2025-10-10T10:39Z 121.6K followers, 11.7K engagements

"What triggered the sudden liquidation of many names in the Pumpnificent basket $PLTR 🤔"
X Link @ecommerceshares 2025-10-03T17:58Z 121.6K followers, 33.5K engagements

"No crying in the 50x leverage casino"
X Link @ecommerceshares 2025-10-11T09:59Z 121.6K followers, 712.1K engagements

"The fact that $AMZN doesnt have an AI chatbot is just bizarre to me. They invested many $ billions in Alexa over the years yet have done nothing to compete in consumer AI. Whats going on 🤔"
X Link @ecommerceshares 2025-10-09T12:52Z 121.6K followers, 118.2K engagements

"$AMD giving OpenAI XX% of its stock (worth roughly $35bn pre-market) so OpenAI can buy X GW of AMD chips over the next few years. Stock +27% pre-market. I give you stock you give me money my stock goes up. Everyone gets rich. The circular AI economy powers on"
X Link @ecommerceshares 2025-10-06T11:22Z 121.6K followers, 316.1K engagements

"@StockMarketNerd Oh man dont bring back bad memories here. Theres nothing like a Taco Bell cleanse"
X Link @ecommerceshares 2025-10-12T17:37Z 121.6K followers, 3982 engagements

"@SpacBobby Friday: Ruins the longs. Sunday: Ruins the shorts. Result: Everyones ruined"
X Link @ecommerceshares 2025-10-12T17:51Z 121.3K followers, 2166 engagements

"@thomasrice_au Funny enough $XX for a research query is both very cheap (vs a human doing the work) and very expensive (for a single use of a computer) at the same time"
X Link @ecommerceshares 2025-10-15T10:16Z 121.6K followers, 1937 engagements

"It took a whole year for broker research to catch up to what I was telling you a year ago. It was absolutely bizarre to me that most in the industry didnt understand AI memory needs. The demand curve is insane. Memory hegemony is here. No matter who wins memory wins. $MU"
X Link @ecommerceshares 2025-10-02T18:28Z 121.6K followers, 197.7K engagements

"Largest short positions by hedge funds: $TSLA on top by far Otherwise a mixed bag of companies & sectors. Semiconductors still looks like the most shorted sector on here but $NVDA which was the clear #1 on this list exactly a year ago is no longer on it"
X Link @ecommerceshares 2023-08-23T14:14Z 121.6K followers, 128K engagements

"@SayNoToTrading Yeah haha. I just had a partnership with Chipotle the other day my stock didnt pop but my guts were cleansed"
X Link @ecommerceshares 2025-10-14T15:51Z 121.6K followers, 3961 engagements

"$SNAP has paid out a total of $XXX billion in freshly issued stock (SBC) since its 2017 IPO. The companys market cap today is $16bn and it has never showed a profit (losing $9.2bn since the IPO). They invented a literal money printer for themselves"
X Link @ecommerceshares 2023-07-26T16:58Z 121.3K followers, 748.3K engagements

"Mag7 YTD performance. $NVDA $GOOG and $MSFT killing it. Literally zero surprises if youve followed my earnings reviews. The numbers dont lie (unless youre innumerate). Pour one out for the $AMZN homies who are mentally stuck in 2020. Its an AI world get with the program"
X Link @ecommerceshares 2025-10-07T11:56Z 121.3K followers, 45.6K engagements

"@MetacriticCap So if restaurants arent growing XX% (which I obviously arent as chains are 0-2% average last Q) are groceries growing what XX% then"
X Link @ecommerceshares 2025-08-13T13:44Z 121.6K followers, 4779 engagements

"The fact that both $MU and $BABA the only two stocks I pitched at the start of the year now both hit exactly +116% YTD today. on exactly the same day is a bit eerie. Amazing sure but also statistically strange. What are the chances 🤔"
X Link @ecommerceshares 2025-10-01T20:48Z 121.3K followers, 36.5K engagements

"Fastest taco of all time"
X Link @ecommerceshares 2025-10-12T17:32Z 121.6K followers, 83.3K engagements

"$CRM a company and product so hated and with so little credibility that its the only stock that has ever fallen after announcing an OpenAI partnership"
X Link @ecommerceshares 2025-10-14T15:20Z 121.6K followers, 134.7K engagements

"@kingkang80 Zero cred. Also think it just confirmed for everyone that his own AI model and services plans are pure sh*t. The best he can do is try and integrate with others"
X Link @ecommerceshares 2025-10-14T15:23Z 121.6K followers, XXX engagements

"@investigato89 They will need to raise prices by a lot eventually. And monetise free users through ads"
X Link @ecommerceshares 2025-10-15T10:05Z 121.6K followers, 14.4K engagements

"$NVDA investing $100bn into OpenAI so OpenAI can buy chips from Nividia and rent capacity from cloud providers who buy chips from Nvidia This is the new circular AI economy folks. Get used to it"
X Link @ecommerceshares 2025-09-22T17:50Z 121.6K followers, 69.3K engagements

"Crazy amount of funds raised last year by Private Equity. How will this fire power be spent The low-multiple high cash flow universe is quite large now while real rates are at their lowest in four decades. $KKR $BX $TPG $CG $APO"
X Link @ecommerceshares 2022-03-15T12:48Z 121.4K followers, XX engagements

"@Jorge89767947 Trump always chickens out. Policing backtracking basically when markets fall"
X Link @ecommerceshares 2025-10-12T18:02Z 121.3K followers, XXX engagements

"Killer reverse profit warning by $MU blowing current quarter forecast out of the water. $11.2bn vs $10.7bn consensus $XXXX EPS vs $XXXX consensus. Best performing US-listed semiconductor stock year to date. The age of memory is just starting. Memory is the blood of AI"
X Link @ecommerceshares 2025-08-11T12:42Z 121.6K followers, 63.6K engagements