@kimeedee_ kimeedee ™️
kimeedee ™️ posts on X about $nvda, $amd, open ai, nvda the most. They currently have [--] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.
Engagements: [---] #
- [--] Week [---] -80%
- [--] Month [------] -16%
- [--] Months [------] +3,071%
Mentions: [--] #
- [--] Week [--] no change
- [--] Month [--] -8.50%
- [--] Months [---] +809%
Followers: [--] #
- [--] Week [--] -7.90%
- [--] Month [--] +1.50%
- [--] Months [--] +141%
CreatorRank: [---------] #
Social Influence
Social category influence stocks 77% technology brands 75% finance 27% countries 13% automotive brands 5% cryptocurrencies 4% fashion brands 4% celebrities 2% financial services 2% currencies 1%
Social topic influence $nvda #2961, $amd #300, open ai 36%, nvda #547, $openai #9, ai 30%, $avgo #214, $goog #120, $tsm #103, $orcl #217
Top accounts mentioned or mentioned by @theaiinvestor @deitaone @jimcramer @munstergene @rihardjarc @stocksavvyshay @danielnewmanuv @geigercapital @bethkindig @similarweb @edzitron @pierrepoilievre @kakashiii111 @sama @billboardchris @rosshendricks @dividendtalks @michaeljburry @jessecoheninv @patricej36
Top assets mentioned NVIDIA Corp. (NVDA) Advanced Micro Devices (AMD) Broadcom, Inc. (AVGO) Alphabet Inc Class A (GOOGL) Taiwan Semiconductor (TSM) Oracle Corporation (ORCL) Metadium (META) Marvell Technology Inc (MRVL) Microsoft Corp. (MSFT) Amazon.com, Inc. (AMZN) SideShift (XAI) Tesla, Inc. (TSLA) Nike Inc (NKE) CoreWeave, Inc (CRWV) NVIDIA (NVIDIA) Intel Corporation (INTC) Apple, Inc. (AAPL) HSBC Holdings PLC (HSBC) Slop (SLOP) IBM (IBM)
Top Social Posts
Top posts by engagements in the last [--] hours
"$tsmc $nvda $amd $avgo All this extra costs will spread and erode margins across the industry https://wccftech.com/tsmc-us-expansion-crushes-the-company-chip-margin/ https://wccftech.com/tsmc-us-expansion-crushes-the-company-chip-margin/"
X Link 2026-01-04T13:30Z [--] followers, [--] engagements
"Who will be the first hyperscaler to announce a reduction/cut in capex in [----] The first one will be awarded the biggest 🏆 by the market. $amd $nvda $avgo $msft $meta $goog $amzn $openai $orcl"
X Link 2026-01-06T15:31Z [--] followers, [---] engagements
"$nvda just buggered $tsla by launching FSD tech available to all of TSLAs competitors. Meanwhile $tsla is also buggering NVDA by bypassing NVDA and developing its own Ai chips with $Samsung. Everybody is kung fu fighting and commoditizing the ai ecosystem"
X Link 2026-01-06T17:05Z [--] followers, [---] engagements
"The size of the generative Ai pie is stagnant not growing anywhere near the rates that the pundits predicted. In addition the $goog TPU model is taking huge share from the $openAi / $nvda gpu model. TPUs are generating superior results compared to more expensive NVDA GPUs. Driven by the winter break the daily average visits to all tools dropped to August-September levels. https://t.co/1rSW3HKa4z Driven by the winter break the daily average visits to all tools dropped to August-September levels. https://t.co/1rSW3HKa4z"
X Link 2026-01-08T07:33Z [--] followers, [---] engagements
"There you have it Advertising is the OpenAi last resort to stay in business as the moatless profitless business model is failing. Whats going to happen to all the $OpenAi and $orcl IOUs given to $Nvda and $Amd etc if OpenAi dissolves "I kind of think of ads as like a last resort for us as a business model" - Sam Altman October [----] https://t.co/dw2ywE1pYi "I kind of think of ads as like a last resort for us as a business model" - Sam Altman October [----] https://t.co/dw2ywE1pYi"
X Link 2026-01-17T11:26Z [--] followers, [---] engagements
"$openAi dropping $nvda chips in favor of competitors"
X Link 2026-02-02T21:14Z [--] followers, [---] engagements
"Alphabets unsustainable capex is a defensive widow-maker spend extremely bearish for $openai $orcl $nvidia $amd $meta. $goog is drawing a line in the sand. They want to put their biggest competitor OpenAi out of biz. $goog capex to normalize quickly once OpenAi is gone"
X Link 2026-02-04T21:56Z [--] followers, [---] engagements
"The unsustainable $goog ai capex increase is the tech biz version of a poker player having an average hand but going all in on your bet hoping your broke opponents cant get a loan from the House and they fold. $openai $nvda $amd $avgo $orcl $tsm"
X Link 2026-02-04T23:32Z [--] followers, [---] engagements
"$tsm is likely by far the main winner from the record ai capex announcments. All the others are in a dog-eat-dog race while TSM sits back and collects the cash money as a monopoly supplier. $nvda $amd $avgo $mrvl $meta $amzn $goog $xai $openai $msft"
X Link 2026-02-05T22:02Z [--] followers, [---] engagements
"@munster_gene $OpenAi and $orcl exposure appears to be toxic. Who is most exposed to OpenAi and Oracle $nvda $amd $msft"
X Link 2026-01-28T23:39Z [--] followers, [----] engagements
"@munster_gene Alphabets unsustainable Ai capex is peak defensive spend extremely bearish for $openai $orcl $nvidia $amd $meta. $goog is drawing a line in the sand. They want to put their biggest competitor OpenAi out of biz. $goog capex to normalize quickly once OpenAi is gone"
X Link 2026-02-04T22:50Z [--] followers, [---] engagements
"@RihardJarc Why try to pick chip winners $tsm is always the main winner from the record ai capex announcments. All the others are in a dog-eat-dog race while TSM sits back and collects the cash money as a monopoly supplier. $nvda $amd $avgo $mrvl $meta $amzn $goog $xai $openai $msft"
X Link 2026-02-06T13:50Z [--] followers, [----] engagements
"@The_AI_Investor Expecting a breakout to $220 before the upcoming earnings report"
X Link 2026-02-10T22:19Z [--] followers, [---] engagements
"@DeItaone $nvda massively scaling-back plans to invest in $openai. From over $100b to $$20b or less"
X Link 2026-01-31T12:58Z [--] followers, [---] engagements
"@StockSavvyShay More accurately $nvda has decided to massively scale-back plans to invest in $openai. From over $100b originally floated to now only $20b or less. All the investments likely to be circulated back to buying Nvidia compute"
X Link 2026-01-31T13:24Z [--] followers, [---] engagements
"@kakashiii111 More accurately $nvda has decided to massively scale-back plans to invest in $openai. From over $100b originally floated to now only $20b or less. All the investments are likely to be circulated back to buying Nvidia compute"
X Link 2026-01-31T13:54Z [--] followers, [---] engagements
"@danielnewmanUV Putting aside all the legitimate concerns about the viability of $OpenAI as a solvent business. Elon also has a $130b lawsuit vs OpenAi scheduled to go to trial in April/May of this year. OpenAi is essentially untouchable by $nvda or anyone else until that lawsuit settled"
X Link 2026-01-31T22:25Z [--] followers, [---] engagements
"@The_AI_Investor This is actually a very bullish risk mgt move by Jensen. $openai is the target of a $130b lawsuit by Elon Musk. It is going to court in April. $nvda is very wise to tone down investment expectations at least until that lawsuit is settled"
X Link 2026-02-02T16:57Z [--] followers, [---] engagements
"@sama Are you saying these reports about $openai seeking alternatives to $nvda chips are not true $openAi dropping $nvda chips in favor of competitors https://t.co/vStHWbnR08 $openAi dropping $nvda chips in favor of competitors https://t.co/vStHWbnR08"
X Link 2026-02-02T22:35Z [--] followers, [---] engagements
"@BillboardChris Chris Fitness and recreational sport is indeed very good. However its important to NEVER support adults who play childrens games for money"
X Link 2026-02-14T22:38Z [--] followers, [--] engagements
"$nvda $amd The digestion/optimization phase is now beginning. Ilya Sutskever just said that when it comes to AI models we are back at the age of research & ending the age of scaling. What he is telling us is that more compute at this point won't help us get much better models; we need new breakthroughs. Not something that the semi https://t.co/H62sHEJXfC Ilya Sutskever just said that when it comes to AI models we are back at the age of research & ending the age of scaling. What he is telling us is that more compute at this point won't help us get much better models; we need new breakthroughs."
X Link 2025-11-25T18:18Z [--] followers, [---] engagements
"This is terrifying for $nvda (and $amd) shares Nvidia claims they are only one generation ahead of Google TPUs. That could mean only six months or less ahead of their competitors Were delighted by Googles success theyve made great advances in AI and we continue to supply to Google. NVIDIA is a generation ahead of the industry its the only platform that runs every AI model and does it everywhere computing is done. NVIDIA offers greater Were delighted by Googles success theyve made great advances in AI and we continue to supply to Google. NVIDIA is a generation ahead of the industry its the"
X Link 2025-11-26T11:33Z [--] followers, [---] engagements
"IOUs for GPUs This is a big red flag for both $nvda and $amd chip demand OpenAI needs to raise at least $207bn by [----] so it can continue to lose money HSBC estimates https://t.co/PAkg6xacPI OpenAI needs to raise at least $207bn by [----] so it can continue to lose money HSBC estimates https://t.co/PAkg6xacPI"
X Link 2025-11-26T12:41Z [--] followers, [---] engagements
"@Ross__Hendricks If suckerberg was brave enough to finally say he was cutting ai capex in half META would probably pop higher by half. The AI slop charade needs to end. $nvda $amd $avgo $mrvl"
X Link 2025-12-03T16:18Z [--] followers, [---] engagements
"@munster_gene $nvda $amd $avgo $mrvl Gene How does that square with this interview with the IBM CEO from last week @The_AI_Investor Huge new worries about entering an Ai digestion phase(research now more important vs more compute power) possible cancelled orders(risk of OpenAi IOUs) tougher competition and margin pressure on the horizon. Any one of these could shatter confidence https://t.co/nQVxFs3QqW @The_AI_Investor Huge new worries about entering an Ai digestion phase(research now more important vs more compute power) possible cancelled orders(risk of OpenAi IOUs) tougher competition and"
X Link 2025-12-08T17:45Z [--] followers, [---] engagements
"The new [----] $NVDA Peace Prize to be awarded to Donald J Trump"
X Link 2025-12-08T22:55Z [--] followers, [--] engagements
"Well that didnt take long $nvda $amd $intc https://www.ft.com/content/c4e81a67-cd5b-48b4-9749-92ecf116313d @DeItaone $nvda $amd $intc Likely too little and too late. PRC will likely ban or strongly discourage all usage of these older chips as they focus on reducing dependency on USA tech. https://www.ft.com/content/c4e81a67-cd5b-48b4-9749-92ecf116313d @DeItaone $nvda $amd $intc Likely too little and too late. PRC will likely ban or strongly discourage all usage of these older chips as they focus on reducing dependency on USA tech"
X Link 2025-12-09T12:05Z [--] followers, [--] engagements
"$nvda $orcl $amd $avgo Fyi. $ORCL - ORACLE: THERE HAVE BEEN NO DELAYS TO ANY SITES REQUIRED TO MEET OUR CONTRACTUAL COMMITMENTS ALL MILESTONES REMAIN ON TRACK $ORCL - ORACLE: THERE HAVE BEEN NO DELAYS TO ANY SITES REQUIRED TO MEET OUR CONTRACTUAL COMMITMENTS ALL MILESTONES REMAIN ON TRACK"
X Link 2025-12-12T18:17Z [--] followers, [---] engagements
"$orcl $nvda $openai $avgo $amd $mrvl Canary in the coal mine Oracle and Nvidia down after FT reported Blue Owl will NOT back $10B data center. Crisis of confidence with Oracle Is the data center financing window now closed"
X Link 2025-12-17T14:10Z [--] followers, [---] engagements
"@jimcramer Forget about $100b. $openai and $Softbank may not even be able to close their $22.5b funding round. $nvda $avgo $amd"
X Link 2025-12-22T10:41Z [--] followers, [---] engagements
"@DeItaone Likely fake news. There is still no final official approval to sell $nvda H200 into China. Could be several months before an official final decision is made. It would also take $TSM a number of months to begin producing H200 even if approval was given. $amd $avgo"
X Link 2025-12-22T12:27Z [--] followers, [---] engagements
"@jimcramer Likely fake news. There is still no final official approval to sell $nvda H200 into China. Could be several months before an official final decision is made. It would also take $TSM a number of months to begin producing H200 even if approval was given. $amd $avgo"
X Link 2025-12-22T12:29Z [--] followers, [---] engagements
"@DeItaone Likely fake news. There is still no final official approval to sell $nvda H200 into China. Could be several months before an official final decision is made. It would also take $TSM a number of months to begin producing H200 even if approval was given. $amd $avgo"
X Link 2025-12-22T12:29Z [--] followers, [---] engagements
"@munster_gene Dude Softbank is scrambling to fund the current $22.5 round before the December 31st. Money losing OpenAi may not even exist by the end of [----]. Likely to be sold-off in parts as the industry is commodified"
X Link 2025-12-22T19:58Z [--] followers, [--] engagements
"@Geiger_Capital If population size meant economic success India would be the richest nation on earth and Liechtenstein would be the poorest. Economic growth via population growth is the oldest ponzi scheme in the history of the Milky Way"
X Link 2025-12-23T22:08Z [--] followers, [---] engagements
"@The_AI_Investor Xai is building its own Ai chips. Bypassing Nvidia"
X Link 2025-12-24T21:56Z [--] followers, [----] engagements
"@DeItaone Yikes Some very bad optics waiting until last minute to pay the bills to keep the lights on. $nvda $amd $orcl $openai $avgo"
X Link 2025-12-30T14:26Z [--] followers, [---] engagements
"@DividendTalks $nke is simply uncool out of fashion in China and a growing amount of countries globally. No amount of insider buying attempts to boost stonk confidence is gonna change their uncool factor. They got woke and went broke. Well deaerved"
X Link 2025-12-31T15:19Z [--] followers, [---] engagements
"@jimcramer $nke is simply uncool out of fashion in China and a growing amount of countries globally. No amount of insider buying attempts to boost stonk confidence is gonna change their uncool factor. They got woke and went broke. Well deaerved"
X Link 2025-12-31T15:23Z [--] followers, [---] engagements
"@michaeljburry Accurate. China will dominate the global commoditized humanoid robotics biz making them at half the price(or less) of $tsla $nvda etc unless Trump BANS China robots like USA did with China EVs. Industrial robots are already an established relatively commoditized business"
X Link 2026-01-01T07:47Z [--] followers, [---] engagements
"@StockSavvyShay Ok I will do it. 700k chips currently in hand $nvda just told everyone they were sold-out of H200 and there was a huge waiting list for them. So somebody is full of shit with this report"
X Link 2026-01-01T08:26Z [--] followers, [--] engagements
"@Beth_Kindig Sigh. Ok I will do it. 700k chips currently in hand. $nvda just told everyone they were sold-out of H200 and there was a huge waiting list for them. So somebody is full of shit with this report"
X Link 2026-01-01T08:33Z [--] followers, [--] engagements
"@JesseCohenInv $nke Got woke went broke"
X Link 2026-01-01T11:41Z [--] followers, [--] engagements
"@jimcramer Scaling of compute is not a constraint anymore. More $nvda $amd $avgo compute is not translating into better models/breakthroughs. The BIGGEST constraint by far is RESEARCH"
X Link 2026-01-02T13:34Z [--] followers, [---] engagements
"@DeItaone $pins $openai"
X Link 2026-01-02T17:56Z [--] followers, [---] engagements
"@DeItaone $tsla"
X Link 2026-01-05T15:13Z [--] followers, [--] engagements
"@The_AI_Investor Ai FSD robotaxis and humanoid robots are all commoditizing. Margins across the Aiecosystem will be squeezed to levels far below what analysts imagine and faster than most can comprehend. Bad for producers great for consumers. $nvda $avgo $tsla $amd $avgo"
X Link 2026-01-06T05:58Z [--] followers, [---] engagements
"@DeItaone Musk appears to be on a personal mission to take a big chunk of $OpenAi market share. So far $Xai has barely made a dent. However $goog Gemini is rapidly taking OpenAi share. At this rate Gemini may take over half of OpenAis current share within only [--] months"
X Link 2026-01-07T05:02Z [--] followers, [--] engagements
"@DeItaone More ai circular vendor financing with $nvda dumping more money into the pit"
X Link 2026-01-07T05:56Z [--] followers, [--] engagements
"@Similarweb $goog is claiming their ownership of the generative ai space using TPUs. Bad news for $openai $Nvda $amd"
X Link 2026-01-08T08:14Z [--] followers, [----] engagements
"@Geiger_Capital Yes and no. Trump will quickly(probably same day or soon after) announce other tariff-type measures to replace the loss of the original tariffs. Any knee-jerk stonk bounce will be quickly soldoff as the new measures are announced. Liberation Day 2.0"
X Link 2026-01-08T16:15Z [--] followers, [---] engagements
"@Beth_Kindig Please stop telling only one side of a story. The $openai $nvda models are also losing market share fast to $goog TPU models losing money hand over fist with ZERO moat and no hope of ever becoming profitable"
X Link 2026-01-08T17:52Z [--] followers, [---] engagements
"@The_AI_Investor Not going to end well as their massive losses cant continue for much longer. Xai and most other aiplays continue to lose $billions each year. Vast majority of users are FREE using it to make ai slop. GenAi users may have peaked already $nvda $amd $avgo $orcl"
X Link 2026-01-09T05:32Z [--] followers, [---] engagements
"@The_AI_Investor 🍎 and 🍊 comparison. The difference with ai is that most hyperscalers are front-loading their capex due to FOMO. Theyre running huge losses on capex in HOPES they can somehow find a way to monetize it. Its a recipe for disaster as still no sign of profits on the horizon"
X Link 2026-01-09T06:57Z [--] followers, [----] engagements
"@The_AI_Investor Its not hard to envision the hyperscalers having a [--] year refresh schedule replacing 20% of their old chips annually with the newest stuff. This would imply a huge drop from [----] capex levels for the likes of $nvda $amd and $avgo"
X Link 2026-01-09T07:10Z [--] followers, [---] engagements
"@The_AI_Investor Agreed. $aapl has single digit growth. It is definitely overvalued by about 40%"
X Link 2026-01-10T05:50Z [--] followers, [--] engagements
"@patricej36"
X Link 2026-01-10T12:49Z [--] followers, [---] engagements
"@StockSavvyShay Yet generative ai usage is actually flatlining. Users are also shifting market share to $goog and their TPU hardware. $nvda $amd $openai"
X Link 2026-01-11T16:17Z [--] followers, [---] engagements
"@Concern70732755"
X Link 2026-01-12T09:01Z [--] followers, [---] engagements
"@jimcramer Oh boy Here we go. The FOMO is strong in the space. However the profits for end buyers are weak. This could be the top for $tsm $nvda $amd etc"
X Link 2026-01-15T10:45Z [--] followers, [---] engagements
"@mingchikuo How can you claim to know it was due to strong $Nvda demand as the key driver Did $tsm disclose that specifically to you It could have been due to strong demand from $avgo $amd $mrvl etc"
X Link 2026-01-15T14:20Z [--] followers, [---] engagements
"@jimcramer Why insane Single digit growth with a [--] p/e and ZERO innovation. $aapl is long overdue for a 50% retracement"
X Link 2026-01-16T22:17Z [--] followers, [---] engagements
"@The_AI_Investor All that compute yet such a tiny market share. How can Xai possibly justify additional compute if their market share doesnt soon skyrocket while the pie size(overall users) is actually stagnate"
X Link 2026-01-17T20:29Z [--] followers, [--] engagements
"@PeterSchiff $USD still the prettiest horse in the glue factory"
X Link 2026-01-17T22:56Z [--] followers, [---] engagements
"@Dr_Gingerballs Plus Generative Ai user numbers are stagnant. OpenAi is rapidly losing market share to Gemini"
X Link 2026-01-19T08:38Z [--] followers, [--] engagements
"@slow_developer Why buy an expensive item that depreciates fast and become obsolete so rapidly when you can just rent it and let the owner hold the bag"
X Link 2026-01-22T11:18Z [--] followers, [--] engagements
"@edzitron Who in their right mind would invest in or accept an IOU from the moatless profitless OpenAi especially with the $130 billion lawsuit trial starting in April"
X Link 2026-01-22T17:10Z [--] followers, [---] engagements
"@PierrePoilievre Is Canada also the most racist country of the G7"
X Link 2026-01-24T23:33Z [--] followers, [--] engagements
"@danielnewmanUV Umm a 15% price increase is soar Free Ai video slop easily sucks-up most of that money-losing compute"
X Link 2026-01-25T10:57Z [--] followers, [---] engagements
"@aakashgupta Impressive very nice. Now explain how to make a profit when it costs $45bilion to build just 1gw and the capex value depreciates to zero within 3-4 years"
X Link 2026-01-25T12:38Z [--] followers, [--] engagements
"@Similarweb Why the selective data pumping ChatGpt Look at how fast their market share is falling in a market that was essentially stagnant in 2025"
X Link 2026-01-25T15:03Z [--] followers, [---] engagements
"@DeItaone Sounds like a slow-motion bailout of $crwv by $nvda. Must be dilutive for Corweave shareholders"
X Link 2026-01-26T13:21Z [--] followers, [---] engagements
"@Similarweb Worrisome for the industry to see traffic flatlining for most countries. The pie is stagnant. Whats gonna get it to grow meaningfully again"
X Link 2026-01-26T14:03Z [--] followers, [---] engagements
"@danielnewmanUV Call it what it is. Its part of an ongoing $nvda bailout of $crwv. Corweave shareholders are also getting diluted bigly"
X Link 2026-01-26T18:46Z [--] followers, [--] engagements
"@Beth_Kindig Thats a lot of words to describe $nvda scrambling to do another dilutive bailout of $crwv"
X Link 2026-01-26T23:36Z [--] followers, [---] engagements
"$btc $eth $btmr 🎯 $MSTR - S&P [---] REJECTION A SETBACK FOR MICROSTRATEGY AND CRYPTO TREASURIES: JPMORGAN JPMorgan said the S&P [---] committees decision to block MicroStrategys inclusion is a major setback for corporate crypto treasuries. The move signals reluctance to treat bitcoin-heavy firms as $MSTR - S&P [---] REJECTION A SETBACK FOR MICROSTRATEGY AND CRYPTO TREASURIES: JPMORGAN JPMorgan said the S&P [---] committees decision to block MicroStrategys inclusion is a major setback for corporate crypto treasuries. The move signals reluctance to treat bitcoin-heavy firms as"
X Link 2025-09-11T12:54Z [--] followers, [---] engagements
"VERY bad news for both $SKHYNIX and $MU. "Samsung has reportedly secured Nvidia qualification for its 12-layer HBM3E chips after earlier failed attempts. Supply will be limited at first making Samsung the third approved supplier after SK Hynix and Micron." - JPMorgan Good news for $NVDA GPU supply. "Samsung has reportedly secured Nvidia qualification for its 12-layer HBM3E chips after earlier failed attempts. Supply will be limited at first making Samsung the third approved supplier after SK Hynix and Micron." - JPMorgan Good news for $NVDA GPU supply"
X Link 2025-09-19T14:21Z [--] followers, [---] engagements
"@The_AI_Investor Sounds very dodgy. Still no final official USA/China approval to even sell/buy the chips in China: More troubling is that Nvidia had claimed to be SOLD-OUT of H200 with a long waiting list. Now Nvidia is supposed to have a massive 700k units in inventory"
X Link 2025-12-31T15:15Z [--] followers, [---] engagements
"@jimcramer $nke is just uncool. They ruined their brand with evil woke nonsense. It is unclear IF they can ever repair the damage"
X Link 2026-01-20T21:50Z [--] followers, [---] engagements
"@munster_gene Bearish comments from $tsla for $tsm $nvda $amd $intc"
X Link 2026-01-28T23:42Z [--] followers, [---] engagements
"@RihardJarc Richard Has there been an independent audit of their MAU/DAU claims to verify how many $meta users may be bots or SUMAs"
X Link 2026-01-29T13:30Z [--] followers, [---] engagements
"@munster_gene - 32x P/E - Single digit or low double digit growth at best. - Margins to be hit with higher memory prices. - Unable to articulate how $appl could monetize ai"
X Link 2026-01-29T23:10Z [--] followers, [---] engagements
"@PierrePoilievre Can you also give hope to the racialized White Canadian community"
X Link 2026-02-02T21:25Z [--] followers, [---] engagements
"@munster_gene The unsustainable $goog ai capex increase is the poker game version of having an average hand but going all in on your bet hoping your opponents cant get a loan from the House and they fold"
X Link 2026-02-04T23:28Z [--] followers, [---] engagements
"@obsidiancap1 @edzitron $tsm is likely by far the main winner from the record ai capex announcments. All the others are in a dog-eat-dog race while TSM sits back and collects the cash money as a monopoly supplier. $nvda $amd $avgo $mrvl $meta $amzn $goog $xai $openai $msft"
X Link 2026-02-05T22:05Z [--] followers, [---] engagements
"@RihardJarc $tsm is likely by far the main winner from the record ai capex announcments. All the others are in a dog-eat-dog race while TSM sits back and collects the cash money as a monopoly supplier. $nvda $amd $avgo $mrvl $meta $amzn $goog $xai $openai $msft"
X Link 2026-02-05T22:07Z [--] followers, [---] engagements
"@jimcramer Why try to pick a winner $tsm is likely by far the main winner from the record ai capex announcments. All others are in a dog-eat-dog race while TSM sits back and collects the cash money as a monopoly supplier. $nvda $amd $avgo $mrvl $meta $amzn $goog $xai $openai $msft"
X Link 2026-02-05T22:09Z [--] followers, [---] engagements
"@Geiger_Capital The unsustainable $goog ai capex increase is the tech biz version of a poker player having an average hand but going all in on your bet hoping your broke opponents cant get a loan from the House and they fold. $openai $nvda $amd $avgo $orcl $tsm"
X Link 2026-02-04T23:42Z [--] followers, [---] engagements
"$crwv $nvda $amd $tsm Are the newly discovered credit problems at Coreweave the canary in the Ai coal mine Liquidity problems brewing at $CRWV Liquidity problems brewing at $CRWV"
X Link 2026-01-05T10:32Z [--] followers, [---] engagements
"All the obvious fake news stories about huge $nvda H200 orders from PRC have once again been proven to be utter bullshit. $tsmc $NVDA - HUANG: HAVEN'T 'SPOKEN DIRECTLY' TO CHINA ON H200 CHIPS $NVDA - HUANG: HAVEN'T 'SPOKEN DIRECTLY' TO CHINA ON H200 CHIPS"
X Link 2026-01-07T05:50Z [--] followers, [---] engagements
"The vast majority of the users are FREE users. Just imagine how small the stagnant pie would be if people were forced to pay for generative Ai"
X Link 2026-01-08T07:43Z [--] followers, [--] engagements
"Growing fear of lower [----] hyperscalers cap-ex spend. They already paid for base data centers needs now adding relatively small spend on new chips only as old equip becomes uneconomical. Gen ai traffic already hit peak $nvda $amd $orcl $avgo $openai $meta $amzn $goog $msft"
X Link 2026-01-08T18:34Z [--] followers, [---] engagements
"$goog tpu model/hardware handily taking market share from $openai $nvda $amd model/hardware Leading Gen AI tools' QoQ change in website visits - [----]. Tool-by-tool breakdown in the thread below. https://t.co/QE6aHhNRry Leading Gen AI tools' QoQ change in website visits - [----]. Tool-by-tool breakdown in the thread below. https://t.co/QE6aHhNRry"
X Link 2026-01-11T10:03Z [--] followers, [---] engagements
"$nvda appears to have lost most if not all of the H200 orders it was hoping to receive from China. 700k H200 in inventory may need to be written-off as the PRC has reportedly confirmed restrictions will remain in place. 1.3m new hoped-for H200 sales appear to be lost as well"
X Link 2026-01-13T16:53Z [--] followers, [--] engagements
"CHINA'S CUSTOMS AUTHORITIES TOLD CUSTOMS AGENTS THIS WEEK THAT $NVDA H200 AI CHIPS ARE NOT PERMITTED. - Reuters News"
X Link 2026-01-14T07:19Z [--] followers, [---] engagements
"Whats going to happen to all those $OpenAi and $orcl IOUs given to $Nvda and $Amd etc if OpenAi dissolves OpenAI may be on the brink of collapse https://t.co/88TeYtvVJc OpenAI may be on the brink of collapse https://t.co/88TeYtvVJc"
X Link 2026-01-17T11:34Z [--] followers, [---] engagements
"Has there ever been an independent audit of $META MAU/DAU claims to verify how many users could be bots or SUMAs Advertisers should demand it"
X Link 2026-01-29T14:10Z [--] followers, [--] engagements
"Trump claims to have had a great call with Chinas Xi today. This increase the odds of an announcement of full approval of $nvda chip sales to China soon. Perhaps as early as today before the market closes. $tsm $amd $avgo"
X Link 2026-02-04T18:24Z [--] followers, [---] engagements
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