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@kakashiii111 Avatar @kakashiii111 Kakashii

Kakashii posts on X about ai, china, gpus, math the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXXXX engagements in the last XX hours.

Engagements: XXXXXXX #

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Mentions: XX #

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Followers: XXXXXX #

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Social Influence

Social category influence technology brands #7156 stocks #1306 countries XXXXX% finance #5437 automotive brands XXXX%

Social topic influence ai #5137, china #3668, gpus #19, math #236, open ai #1343, oracle #25, accounting #38, taiwan #303, build a #305, if you #3428

Top accounts mentioned or mentioned by @froehlichthors1 @suchenzang @ascrmmc @m202019705763 @grok @matans8442 @edludlow @thomashannenian @edwinvanderberg @benbajarin @dmckdani @mothercabrininy @anonfunct @como_igli @psibirskiy @kashyap286 @futureman1977 @jasoneburack @michaeljburry @mistralai

Top assets mentioned Apple, Inc. (AAPL) NVIDIA Corp. (NVDA) Tesla, Inc. (TSLA) Oracle Corporation (ORCL)

Top Social Posts

Top posts by engagements in the last XX hours

"Nvidia has finally declared victory over chip smuggling using a truly innovative accounting trick. This quarter Singapore the global rerouting hotspot the sensitive country that has received a lot of attention and about which Nvidia has been asked repeatedly suddenly vanishes from Nvidias revenue breakdown. Not because shipments stopped but because Nvidia quietly changed its revenue reporting method again. Second time in under a year () From now on revenue is counted based on where a companys headquarters are not based on the customers billing location. A perfect way to make inconvenient"
X Link 2025-11-19T22:19Z 28.5K followers, 668.3K engagements

""No Permanent Friends No Permanent Enemies Only Permanent Interests": How Jensen Ended Up in a Multi-Billion-Dollar Strategic Partnership with His Biggest Critic Dario Amodei. Anthropic as I call it is a unique animal in the AI ecosystem jungle. Dario and a few others left OpenAI due to concerns about how OpenAI was led back then and established a lab together that would bring back the original mission of OpenAI which is developing AI with an aim for AGI while not compromising on trust and safety. This was the top priority of the company and still is which led to clashes with many companies"
X Link 2025-11-26T23:25Z 28.5K followers, 25.8K engagements

"120B annual buyback program. You're welcome"
X Link 2025-12-02T17:04Z 28.5K followers, 189.4K engagements

"Lets assume everything Jensen and Colette said is true and that they have no intention of misleading investors since that would violate the Securities Exchange Act. The most important thing she said is that weve been saying for some time now: our forecast for China is zero. All of our forecast the guidance we showed starts at zero. So according to Jensen and Colette Nvidias forecast for China is zero. All of their guidance starts at zero. This would mean Nvidia had zero data center and Blackwell GPU sales to China in Q3 2025. That also means the more than $XXX billion worth of chips shipped"
X Link 2025-12-09T10:55Z 28.5K followers, 32.3K engagements

"So it was reported that Trump decided to allow Nvidia to sell H200 chips to China because he was advised by his (Ahithophels) advisers that it "carried a lower security risk" since Huawei already "offers AI systems with comparable performance." Now Reuters reports that Chinese companies are "eager to buy" and are consulting with government representatives about purchasing the chips as the H200 is "far more powerful than any other legally available in China." At least Jensen managed to unlock a $50B market I guess"
X Link 2025-12-10T12:54Z 28.5K followers, 18.5K engagements

"@FroehlichThors1 yep. Taiwan Custom Administration. you will find all the exports/imports from Taiwan. and Nvidia chips are coming from Taiwan"
X Link 2025-12-10T18:08Z 28.5K followers, XXX engagements

"Oracle disclosed that its RPO increased by XX billion dollars to XXX billion dollars driven by new commitments from Meta NVIDIA () and others in its Q2 earnings report covering September to November. Let's try to track back the cloud deals Oracle announced during this period. We already know that Meta signed a cloud deal worth about XX billion dollars. In mid October Oracle said they had already closed XX billion dollars worth of RPO with four different customers none of which was OpenAI. As I said XX billion comes from Meta. We have tracked down one customer leaving three. We had the Oracle"
X Link 2025-12-10T22:10Z 28.5K followers, 89.3K engagements

"Signs of Demand. I guess"
X Link 2025-11-07T03:33Z 28.5K followers, 6544 engagements

"Unusual GPU shipments over the past three months have been heading to Anhui which happens to be where China Telecom China Unicom and China Mobile are building a datacenter"
X Link 2025-11-28T15:30Z 28.3K followers, 11.5K engagements

"Trying to understand SoftBank's slide showing OpenAIs ARR. The source for As of Dec 2024 is CNBC. why they use CNBC as a source as by December 2024 SoftBank was already an investor and had injected 1.5B into OpenAI. Shouldn't they have had direct access to OpenAIs data and books For As of Jul 2025 they already cited OpenAI itself. I genuinely believe SoftBank relied on CNBC as a guaranteed reference for OpenAIs ARR instead of asking OpenAI to open their books during due diligence. Im not surprised given SoftBank was WeWorks so-called savior"
X Link 2025-11-28T22:45Z 28.5K followers, 25.1K engagements

"Just adding a disclaimer to NVIDIAs post: NVIDIA invested in the Series B and Series C financings of Mistral AI in 2024 and 2025 respectively"
X Link 2025-12-02T19:01Z 28.4K followers, 9671 engagements

"@thomashannenian in their financial reports"
X Link 2025-12-02T19:42Z 28.5K followers, 4536 engagements

"Thats why Anthropic and OpenAI urgently need an IPO in 2026 and why xAI may need to merge with Tesla to gain access to the public market"
X Link 2025-12-05T17:23Z 28.5K followers, 23K engagements

"@dr_brownian Bytedance has with oracle"
X Link 2025-12-09T13:40Z 28.5K followers, XX engagements

"@FroehlichThors1 you mean how many chips exported from Taiwan and to which countries"
X Link 2025-12-10T18:10Z 28.5K followers, XXX engagements

"CoreWeave and the Never-Ending GPU Depreciation A Masterclass in Accounting Elasticity CoreWeave and Nebius two public companies riding the AI infrastructure wave both operate nearly identical business models: providing high-performance GPUs such as NVIDIAs H100 and H200 as rental compute infrastructure for AI workloads. Their equipment is essentially the same. Their revenue models are the same. And yet their accounting treatment of these assets is anything but the same. CoreWeave now valued at an eye-popping $XX billion has stockpiled hundreds of thousands of GPUs many of which are basically"
X Link 2025-07-06T18:11Z 28.5K followers, 704.7K engagements

"Jensen admits it takes three years to build a data center which means Nvidia is selling and expecting to sell far more GPUs than data centers can actually deploy. So where are all these GPUs I will have a post about it next week"
X Link 2025-12-07T00:06Z 28.5K followers, 197.4K engagements

"To give a little more context ahead of my post next week here is some rough simple math: Let's assume everything Jensen says is true (including reading thousands of emails a day): Jensen said X million Blackwell GPUs have shipped. Since Blackwell is out Nvidia reported 111B in revenue in GPU datacenters. If you do simple math X million Blackwell GPUs within the reported 111B revenue of datacenters since Blackwell started to ship is not matching because it represents only between XXX to XXX million Blackwell chips. Let's try to help Nvidia and add the over "10B in Blackwell revenue" they"
X Link 2025-12-07T12:19Z 28.5K followers, 1.2M engagements

"When the math stops working in your favor the best move is to take full control of the market both supply and demand. And thats exactly what Nvidia did"
X Link 2025-12-07T12:55Z 28.5K followers, 29.3K engagements

"The (un)official spokesman of Nvidia SemiAnalysis wrote back on June X that Every year Jensen introduces new math rules that confuse the entire industry. Why does this line remind me of Enron Then Nvidia wonders why people compare it to Enron"
X Link 2025-12-07T14:18Z 28.5K followers, 29.3K engagements

"After yet another China catalyst with the DoC preparing to let Nvidia sell H200 chips to China just as the stock starts to weaken its a good reminder of what I wrote in the post below. Allowing direct legal sales to China would not increase Nvidias total GPU sales it would simply convert the smuggling market into a legal one"
X Link 2025-12-08T18:51Z 28.5K followers, 35.1K engagements

"Ironically the DOJ issued a press release announcing the arrest of two businessmen accused of smuggling hundreds of millions of dollars in NVIDIA GPUs on the very same day Trump approved the export of the exact chips they allegedly smuggled. This case highlights the importance of interagency cooperation to protect U.S. technology the FBI stated. Im not sure Trump and his allies in the White House would agree with that"
X Link 2025-12-09T06:47Z 28.5K followers, 6318 engagements

"@dnystedt Good points Dan. If china will take this offer. I assume Nvidia will first try to clean their inventories before going to TSMC to see what can do"
X Link 2025-12-09T06:56Z 28.5K followers, 1977 engagements

"The Information reports citing people familiar with the matter that ChatGPT is nearing XXX million WAU an increase of roughly XXX million in the past two months. Yet SimiliarWebs data shows a decline and Sam Altman and OpenAI are reportedly in emergency mode. Who am I supposed to believe at this point Is SimiliarWeb a reliable source Should SimiliarWeb review its methodology if OpenAI insiders claim very different numbers Or is it possible that OpenAI consistently inflates DAU and WAU to justify its valuation and reassure investors"
X Link 2025-12-09T18:18Z 28.5K followers, 73.8K engagements

"The Rush to (Nvidia) Chips in Indonesia November 2025 Update Taiwans chip exports to Indonesia show an all-time high with more than 400M worth of (Nvidia) chips exported in November alone () representing an astonishing 26900% growth compared with November 2023. The total value between August and November surpassed 1.2B a YoY increase of more than 2500% () during this period. Who is stockpiling so many chips in Indonesia Does anyone know I will pursue any tip I receive"
X Link 2025-12-10T17:58Z 28.5K followers, 12.2K engagements

"Nvidia guided for the next quarter with revenue expected to reach $XXXX billion X% a QoQ growth of 14%. Looking at overall chip exports (Nvidia AMD TPUs etc.) from Taiwan to overseas we see roughly no growth so far MoM. If we try to separate Nvidia chips from this noise and roughly estimate using simple math we may not get anywhere close to XX billion at the end of January (no surprise here). Nvidia needs a miracle (an accounting miracle or a whales purchasing miracle)"
X Link 2025-12-10T18:40Z 28.5K followers, 14.2K engagements

"Oracle: customers may bring their own chips to be installed in our data centers and suppliers who may lease their chips rather than sell them" If you were wondering about the Nvidia and Oracle cloud deal"
X Link 2025-12-10T23:10Z 28.5K followers, 45.6K engagements

"You know this AI party has brought us lots of creativities new definitions new accounting tricks from the parties involved most of these documented in my feed sometimes surprisingly even more creative than the stars of the Dot Com era. Now it's Oracle's turn to try to explain to the average folk what is basically a credit cloud deal with Nvidia by saying "supplier who may lease their chips rather than sell them""
X Link 2025-12-11T16:40Z 28.5K followers, 6289 engagements

"But but I was told there is no power shortage problem and that all GPUs Nvidia "shipped" have already found a warm home in a data center"
X Link 2025-12-11T18:39Z 28.5K followers, 9131 engagements