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@equityclimb1 Avatar @equityclimb1 Equity Climb

Equity Climb posts on X about $nvda, nvda, $avgo, open ai the most. They currently have XX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

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Mentions: XX #

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Followers: XX #

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CreatorRank: XXXXXXXXX #

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Social Influence

Social category influence stocks XXXXX% technology brands XXXXX% cryptocurrencies XXXX% finance XXXX% countries XXXX%

Social topic influence $nvda #964, nvda #387, $avgo #374, open ai #3073, ai 19.05%, $lite #21, $crdo #105, $tsm #57, $googl 14.29%, $klic #4

Top accounts mentioned or mentioned by @rndseed99 @fredlole @blinklebloop @cruxcapital @crux_capital_ @incite_corp

Top assets mentioned NVIDIA Corp. (NVDA) Broadcom, Inc. (AVGO) Lumentum Holdings Inc. Common Stock (LITE) Credo Technology Group Holding Ltd Ordinary Shares (CRDO) Taiwan Semiconductor (TSM) Alphabet Inc Class A (GOOGL) Kulicke & Soffa Industries Inc (KLIC) Coherent Inc (COHR) Super Micro Computer, Inc. Common Stock (SMCI) Strategy (MSTR) Palantir (PLTR) Carvana Co. (CVNA) Applovin Corporation (APP) Oracle Corporation (ORCL) Meta Platforms, Inc. (META) Metadium (META) Vertiv Holdings Co (VRT) Electroneum (ETN) Amphenol Corporation (APH) TE Connectivity Ltd (TEL) Astera Labs, Inc. Common Stock (ALAB) Arista Networks Inc (ANET) Corning Incorporated (GLW) Fabrinet (FN) BIT Mining Limited (BTCM) Applied Blockchain, Inc. Common Stock (APLD) CoreWeave, Inc. (CRWV) Nebius Group N.V. Class A Ordinary Shares (NBIS) Cipher Mining Inc. Common Stock (CIFR) IREN Limited (IREN) TeraWulf Inc. (WULF) Bitfarms Ltd. (BITF) Galaxy Digital Inc. (GLXY) Marvell Technology Inc (MRVL) Micron Technology, Inc. (MU) Western Digital Corp (WDC)

Top Social Posts

Top posts by engagements in the last XX hours

"In 2023 it was $SMCI that held the retail market. In 2024 it was $MSTR and $PLTR. In 2025 it was $APP and $CVNA. Who will be in 2026"
X Link 2025-12-09T00:33Z XX followers, XXX engagements

"Why OpenAIs Chip is Built for Flux There is a misconception that because OpenAI is building a custom chip with Broadcom it will be a rigid TPU-style dataflow machine. This is wrong. OpenAI knows that 100x efficiency gains don't come from hardware scaling alonethey come from the algorithm layer. The hardware must be flexible enough to survive the current era of algorithmic churn: Post-Training Shift: We moved from simple pre-training to complex RL post-training (reasoning models). The Sparsity Revolution: We went from dense transformers to MoE and soon to ultra-sparse transformers (using just"
X Link 2025-12-09T04:26Z XX followers, XX engagements

"$NVDA stock price by March 2026"
X Link 2025-12-09T06:58Z XX followers, XX engagements

"$NVDA So the U.S. just approved H200 chips for China.This is the "unban" heard 'round the world. As of today December X 2025 President Trump has officially greenlit NVIDIA to sell its flagship H200 AI accelerators to authorized customers in China.But there is a massive catcha "Trump Tariff" on AI supremacy. NVIDIA must pay a XX% fee on all H200 revenue from China directly to the U.S. government. For the last year Chinese tech giants have been forced to choose between NVIDIAs neutered H20(E) or Huaweis domestic Ascend 910C. With the H200 back on the table the choice is no longer a choice. Its"
X Link 2025-12-09T14:03Z XX followers, XX engagements

"The Triple Nexus: Advanced Silicon Sovereignty and the Transactional Geopolitics of TSMC Executive Summary: The Strategic Convergence at the Apex of Silicon Power The global semiconductor landscape symbolized by the dominance of Taiwan Semiconductor Manufacturing Company $TSMis currently defined by a profound strategic convergence of U.S. industrial policy corporate technological warfare and escalating geopolitical instability. The central thesis of this analysis is that U.S. efforts to secure its domestic supply chain while intended to bolster national security are inadvertently creating"
X Link 2025-11-26T23:56Z XX followers, XX engagements

"@FredLoLe @Blinklebloop It is $KLIC or $PLAB"
X Link 2025-12-09T22:44Z XX followers, XXX engagements

"$KLIC Current Price: $XXXXX Market Cap: $2.5B Enterprise Value (EV): $1.7B (Due to massive cash position) KLIC commands an estimated XX% global market share in wire bonders. This is the standard method for connecting chips to packages in everything from washing machines to basic automotive sensors. The "Cash Cow": Because they dominate this niche they generate massive amounts of free cash flow through nearly every semiconductor cycle. This cash has accumulated on their balance sheet ($800M in cash/investments no debt) creating the "fortress balance sheet" that limits downside risk. X. The"
X Link 2025-12-09T22:55Z XX followers, XXX engagements

"Oracle Corporation $ORCL reported a XX% quarterly growth rate to $XXX billion in revenue processing outsourcing (RPO) in the second quarter of 2023. This growth was driven by new commitments from Meta Platforms Inc. $META and Nvidia Corporation $NVDA among other clients"
X Link 2025-12-10T21:26Z XX followers, 1073 engagements

"$VRT Main Product: Vertiv provides critical power cooling and infrastructure systems for data centers. The companys fastest-growing segment is liquid and high-density thermal management directly tied to the rising power requirements of AI workloads (think 3060 kW per rack vs legacy XXX kW). Main Competitors: Schneider Electric $ETN and $ABB remain the diversified power-industrial incumbents. Vertiv differentiates by focusing more narrowly on data-center-specific solutions instead of broad electrical portfolios. This lets VRT innovate faster in AI-driven cooling and modular power distribution."
X Link 2025-12-09T17:11Z XX followers, XXX engagements

"@crux_capital_ There is no comparison b/w $LITE and $CRDO. $LITE has been up XXX% on yearly basis and only up XX% last few months when retail finally noticed it in August. Both are great companies"
X Link 2025-12-10T17:14Z XX followers, XXX engagements

"Copper Electrical Optical is the industry's attempt to fix this by using the right tool for every specific inch of the data center. Companies like Molex $TE TE Connectivity $APH Amphenol $NVDA Nvidia (LinkX) are currently pushing this "hybrid" approach because no single cable type can solve the whole problem anymore. $CRDO $LITE $TE $ALAB $ANET $AVGO $COHR $GLW $FN X. The Core Problem: In an AI rack (like an Nvidia GB200 NVL72) you have dozens of GPUs that need to "talk" to each other instantly. The Issue: When you double the speed of data (e.g. from 50G to 100G or 200G per lane) electrical"
X Link 2025-12-11T14:08Z XX followers, XXX engagements

"Going into next year as enery becomes bottleneck some of neo clouds who have switched from bit mining to AI data centers. $CIFR $IREN $APLD $WULF $BITF $CRWV $NBIS $NVDA $GLXY"
X Link 2025-12-12T00:38Z XX followers, XXX engagements

"Currently $POET $TSM $AVGO $MRVL $INTL and some private players are working on a 2028 story where Post-2028 (the "Feynman" era and beyond) optics will likely be the only way to keep scaling AI cluster performance. But yes optics have their own massive roadblocks too. Lets look at few of them: $LITE $COHR $MU $WDC $GOOG $NVDA Cost & Yield: Building a chip that combines delicate optics (lasers lenses) with traditional silicon is incredibly difficult. If one tiny laser on a multi-thousand-dollar GPU fails the whole chip might be trash. Manufacturing yields are a huge problem right now. Heat :"
X Link 2025-12-12T15:06Z XX followers, XXX engagements

"How $OPENAI plan to compete with $GOOG GPT-5.2 "Thinking" is currently the undisputed king scoring XXX% on AIME 2025 (competition math) and XXXX% on GPQA Diamond (science). Google's Gemini X Pro while formidable (95.0% on AIME) is lagging behind OpenAI's top model in reasoning-heavy tasks like software engineering (SWE-Bench Pro: XXXX% vs. OpenAI's 55.6%). However software leads are temporary. Google has a massive structural advantage because they own the entire stackfrom the TPU chips to the data center to the fiber optic cables. OpenAI knows that to keep this lead permanently they have to"
X Link 2025-12-12T15:14Z XX followers, XXX engagements

"Rubin Ultra was never meant to run with copper $CRDO was never an option for it it was always meant to run with optics because of the speed and power needs. This news just confirms $NVDA is trying to stay ahead of game by trying to incorporate CPO early with competitors and letting others have no chance. Main reason hyperscalers are using $CRDO are cost and efficiency it offers now for new chips Rubin Ultra+ generationit makes sense for them to use CPO but for oldold architecture with new optics switching will cost them more and bring down their margins. About optics market it is already very"
X Link 2025-12-10T19:45Z XX followers, XXX engagements

"$AVGO via $TSMC Order Flow Broadcoms recent order activity with $TSM is one of the strongest leading indicators for its future stock performance. In the semiconductor industry foundry orders are the "truth serum"they represent committed capital from hyperscalers (Google Meta OpenAI) months before that revenue shows up on an earnings call. The bullish signal comes down to scarcity and complexity. Broadcom has secured a massive chunk of TSMCs most constrained resourcesspecifically 3nm process capacity and CoWoS (Chip-on-Wafer-on-Substrate) packaging. This confirms that Broadcom's Custom Silicon"
X Link 2025-12-10T20:11Z XX followers, XXX engagements

"$NVDA and $TSM both are working on COUPE (Compact Universal Photonic Engine). This places the optical engine directly on the same interposer as the GPU replacing the copper traces that currently go to the front of the server rack. I dont think copper with go out of use totally I think Logic Core will still use copper. Transistors (Logic gates) are microscopic switches. Light is too "bulky" (wavelengths are typically 1300nm while transistors are 3nm) to do binary logic efficienty right now. $CRDO $ALAB $LITE $COHR $GOOG $PLAB Chip Edge (Talking): This will become Optical. Instead of copper"
X Link 2025-12-11T18:08Z XX followers, XXX engagements

"I disagree. OpenAI is building an ecosystem to compete with Google directly youre right about queries from boomers as XX% of revenue comes from that. Antrophics estimate revenue from API is XXX to X billion OpenAI made about X billion from just their API business. And X billion from others which include subscriptions. Anthropic is a "pure play" on professional intelligence. OpenAI is wannable hybrid consumer-entertainment/enterprise-utility giant a vertical integrated company . If OpenAI lost its consumer base its revenue would be cut in half. If Anthropic lost its consumer base it would"
X Link 2025-12-12T20:54Z XX followers, XX engagements