@soumyasen Avatar @soumyasen Soumya

Soumya posts on X about ai, $crwv, $opad, open ai the most. They currently have [------] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

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Social Influence

Social category influence finance 44% stocks 30% technology brands 19% cryptocurrencies 14% social networks 6% automotive brands 2% celebrities 1% exchanges 1% events 1% currencies 1%

Social topic influence ai 27%, $crwv #98, $opad 11%, open ai 8%, money 8%, solana 8%, $open 7%, twitter 5%, sol 5%, $sol 5%

Top accounts mentioned or mentioned by @lawnchaircap @soumyazen @petardhoister @stockystockman1 @gmnwatch @soumyaavireviewingfastlyfslyafterq3preearningsannouncement126cf3986a8a @roysourav1787 @richardchu97 @mukund @jotrader4 @ravithakkar2 @iggyazalea @bhsriram @kashdhanda @jimcramer @szich1 @samtr981 @p111jhansi @smartertrader @puneetthakkar

Top assets mentioned CoreWeave, Inc (CRWV) Solana (SOL) Opendoor Technologies Inc Common Stock (OPEN) Iris Energy Limited (IREN) Nebius Group N.V. Class A Ordinary Shares (NBIS) Alphabet Inc Class A (GOOGL) NVIDIA Corp. (NVDA) Jupiter (JUP) Bitcoin (BTC) Microsoft Corp. (MSFT) Metadium (META) Fastly, Inc. (FSLY) Intellia Therapeutics, Inc (NTLA) Peloton Interactive, Inc. Class A Common Stock (PTON) Pinterest, Inc. (PINS)

Top Social Posts

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

"$IREN Relentless pump by grifters and influencers on Twitter made everyone believe they will be millionaires soon and two deals will be announced. Now their biggest bulls are excited about a 6% loan ( with conditions) which $CRWV does scores of for a living"
X Link 2026-02-05T23:26Z 22.9K followers, [----] engagements

"All the while retail ignoring the real hyperscaler $CRWV"
X Link 2026-02-05T23:30Z 22.9K followers, [----] engagements

"Power vs Justice . Power always wins . Will AI change it Thats the real question few ask at this stage and era of Trump Mamdani Elon and Epsteins"
X Link 2026-02-08T01:28Z 22.9K followers, [----] engagements

"Some predictions that can always go wrong but worth making: [--]. OpenAI will beat Anthropic [--]. Nvidia will continue to dominate the chip market [--]. Saas and Software companies will continue to fight the disruption narrative and pivot towards value companies and ultimate get acquired by AI natives. Don't invest in them [--]. The one with max AI compute power will dominate and create increasingly superior software to be the dominant hyperscaler . It can be Coreweave or others ( upcoming) but there wil be some dominant AI hyperscalers outside of Azure or AWS who specialize in AI training and inference"
X Link 2026-02-06T00:02Z 22.9K followers, [----] engagements

"In new AI age answers will be commoditized and what questions to ask will deserve all the premium . More than one question it is a sequence of questioning or even nested questioning that will decide who has the most useful skill to drive AI agents to reach unique solutions . Remember answers will be a commodity questioning will be a premium skill and solutions will be final goal"
X Link 2026-02-11T03:26Z 22.9K followers, [----] engagements

"Not saying IREN is not a good investment long term just that the hype around it was unreal. And the scammy grifters were unreal too"
X Link 2026-02-05T23:29Z 22.9K followers, [----] engagements

"What very few understand at this point. Intelligence usage is exponential as it can leverage a long long tail of usecases each with marginal benefit ONLY constrained by the cost of compute. Therefore in the intelligence on demand-driven world AI computing that can grow only linearly due to limiting factors of physical resource constraints will always be supply-constrained as long as intelligence is useful with every marginal usage. This is why investing in those that deliver this intelligence can be so profitable in the future. $CRWV"
X Link 2026-02-08T23:48Z 22.9K followers, [----] engagements

"I was able to escape a 9-5 job routine in my early 40s. I feel blessed to be able to do so but it required a lot of extra hours to pursue my passion take risks and build a monetary base to reach escape velocity. However there were no guarantees and at times I suffered terrible losses in my investment decisions. However I emerged from it with a sense of control over my financial future and my time. I have never regretted that decision. But I also realize that when you take up risky paths with a safety net it is never the same as taking up risky paths without a safety net. So for those hustlers"
X Link 2026-02-12T01:59Z 22.9K followers, [----] engagements

"Today I took a position in $NBIS( early $80s) capitalizing on the drop on earnings news . Also they shared that they will now follow more on the lines of $CRWV raising debt using asset backed financing which I think companies need to grow fast ahead of competitors in this AI compute race . I am also expecting a short squeeze beyond $100 in coming weeks where I might sell some https://twitter.com/i/web/status/2022112329467339247 https://twitter.com/i/web/status/2022112329467339247"
X Link 2026-02-13T00:55Z 22.9K followers, [----] engagements

"Needless to say $CRWV stays as my largest position in my portfolio"
X Link 2026-02-13T01:00Z 22.9K followers, [----] engagements

"@LawnChairCap Not yet . A lot money flowing out of SaaS and software and can land in AI stocks infact I think these stocks are undervalued as wall St like SaaS [--] decades ago have not figured out how to value correctly these neocloud infra heavy but demand constrained companies"
X Link 2026-02-13T01:26Z 22.9K followers, [---] engagements

"Guess the closing price of $CRWV tomorrow. My guess is $100. This is just for fun but you are welcome to share your reasoning. I am doing this as an experiment"
X Link 2026-02-13T02:22Z 22.9K followers, [----] engagements

"I am bullish on OpenAI-Nvidia-Coreweave ecosystem much more than Google-Anthropic-Amazon ecosystem. I think Google will get disrupted in search and Google ads by Open AI. Lets see. $CRWV"
X Link 2026-02-04T21:35Z 22.9K followers, [----] engagements

"What is the most misunderstood thing about current hyperscalers like $MSFT $GOOG $META $GOOG They are investing in such huge CapEx not by choice but for their survival Once you understand this you will realize that each is forced to reinvent itself in the new AI era else get disrupted. The only non incumbents here are $CRWV and yes $NVDA https://twitter.com/i/web/status/2019556310136852868 https://twitter.com/i/web/status/2019556310136852868"
X Link 2026-02-05T23:38Z 22.9K followers, [----] engagements

"AI is not hype . It is changing the economics . The only constraint is AI compute which can grow linearly vs exponential demand . $CRWV Invest responsibly though as high volatility is thing for now"
X Link 2026-02-09T23:29Z 22.9K followers, [----] engagements

"@petardhoister no but the housing market turnaround that I expected in [----] seems to be delayed by at least one year. That assumption changed"
X Link 2026-02-13T01:06Z 22.9K followers, [--] engagements

"First level thinking : AI will make building good software a commodity. Second level thinking: Current software will not represent the needs of future and form factors will change in Agentic era Third level thinking: If humans delegate to Agents why do we need to build any software in first place Just focus on data for Agents"
X Link 2026-02-08T04:42Z 22.9K followers, [----] engagements

"Ok so those who guess correctly will get a DM from me on the other stock ( non AI ) I bought a ton today Guess the closing price of $CRWV tomorrow. My guess is $100. This is just for fun but you are welcome to share your reasoning. I am doing this as an experiment. Guess the closing price of $CRWV tomorrow. My guess is $100. This is just for fun but you are welcome to share your reasoning. I am doing this as an experiment"
X Link 2026-02-13T02:54Z 22.9K followers, [----] engagements

"$OPAD going down on light volume. This is the risk we take when the stock is relatively unknown (fewer buyers on no new news) and low institutional participation. But this can change quickly when rerating happens of the stock vis--vis other iBuyers comparing fundamentals. I faced this with $OPEN from Nov [----] to June [----] as stock price went down and I dollar cost averaged"
X Link 2025-10-08T19:09Z 23.1K followers, [----] engagements

"$OPAD seems ready. If you follow technical gurus you would have your stops run over by Jane Street kind of guys but if your conviction is based on fundamentals like me there is a chance greater than 50% ( greater than randomness) where you will make a ton of money on Offerpad conviction $OPAD going down on light volume. This is the risk we take when the stock is relatively unknown (fewer buyers on no new news) and low institutional participation. But this can change quickly when rerating happens of the stock vis--vis other iBuyers comparing fundamentals. I $OPAD going down on light volume."
X Link 2025-10-13T21:47Z 23.1K followers, [----] engagements

"Who wants Septum DarkPool Data . At some point we are moving this to a private twitter profile only for users who are followers and actively contributes to this effort . It will stay free but more exclusive . Thinking this as I sit on a rock next to Gore Creek"
X Link 2020-10-13T21:24Z 23K followers, [---] engagements

"$FSLY Position completely exited today from Septum Core Portfolio. Here is a write up post analysis. This is not a SELL recommendation for anyone else. This is what applies to us based on current Risk Profile of Fastly. When that changes we invest again. https://medium.com/@soumya.avi/reviewing-fastly-fsly-after-q3-pre-earnings-announcement-126cf3986a8a https://medium.com/@soumya.avi/reviewing-fastly-fsly-after-q3-pre-earnings-announcement-126cf3986a8a"
X Link 2020-10-19T16:11Z 23.1K followers, [---] engagements

"@RoySourav1787 disruptive tech can't explain my thoughts in a few lines. might do an article in future focusing on $EDIT $CRSPR $NTLA"
X Link 2021-01-28T05:13Z 23.1K followers, [--] engagements

"Started buying Dario Health $DRIO which is a significant add to an earlier smaller position. Credit to @richard_chu97 for additional inputs"
X Link 2021-01-29T18:09Z 23.1K followers, [---] engagements

"Social media company least impacted by Apple Privacy rules is $PINS because they have richer data on user intent and context . The gaming platform least impacted by Apple rules is $SKLZ because they monetize outside of ads. And the company that hardly needs ads to grow is $PTON"
X Link 2021-02-05T15:54Z 23K followers, [---] engagements

"Besides Clover are there any companies currently that have fallen significantly below $10 or original NAV of SPAC"
X Link 2021-03-05T04:43Z 23K followers, [--] engagements

"Pending - Genomics Strategy (pending) Earth Transport Strategy ( evaluating $RTP ) Robotics and Automation ( pending eval of $RAAC)"
X Link 2021-03-10T02:41Z 23K followers, [--] engagements

"@mukund @JoTrader4 It is a double edge sword Mukund. I missed out majority of $ZM gains waiting for right entry point"
X Link 2021-06-11T21:41Z 23K followers, [--] engagements

"For crypto my strategy to ramp up my allocation as percent of overall portfolio is very simple. Dollar cost average a certain amount for my key positions (like SOL ETH LUNA) for each 10% drop from the last DCA. There are no perfect rules here. Just a strategy that works for me"
X Link 2021-09-21T00:37Z 23K followers, [--] engagements

"@RaviThakkar2 I had reduced considerable exposure to coinbase and moved the proceeds to solana earlier but increased today again . Bad timing I guess :)"
X Link 2023-03-22T21:36Z 23K followers, [--] engagements

"$UNI revenue sharing proposal starts the DeFi season soon "
X Link 2024-02-23T16:29Z 23K followers, [----] engagements

"The only memecoin I invested this cycle is $MOTHER Unlike other memecoins representing animals or things we have here a living breathing celebrity @IGGYAZALEA who seems to be very engaged and based on my research supported by a good crypto aware team including her brother. I have also done something this week that I never thought I would ever do. I took a sizable position in a Solana meme coin. I did it is because I want to understand the meme coin phenomenon deeply which will prepare me better for next crypto cycle of 2027-29. I have also done something this week that I never thought I would"
X Link 2024-10-14T20:32Z 23K followers, [----] engagements

"About time for $SOL $ $JUP to a $XRP"
X Link 2024-12-03T02:42Z 23.2K followers, [----] engagements

"Changing my opinion on $MSTR impact as I have been spending some time today understanding their model. My opinion now is that this music can run for a long time and only a Black Swan event on Crypto can stop the music. So we can have a continued bull run for some time. This will most likely start the next phase of bull run. If MSTR continues to have a premium over its bitcoin holding NAV it can continue to issue convertible bonds at a discount that is appealing to the fixed income markets which in turn enables them to buy BTC. This is also a This will most likely start the next phase of bull"
X Link 2024-12-11T22:12Z 23K followers, [----] engagements

"Just a personal update. I have been focused on conceptualizing and building a new startup focused on leveraging LLMs and Agentic AIs. That is where the big bucks are now. Just look at the funding of Harvey ai recently and its Annual Revenue Run Rate of 100M annually already. No idea where my thing will go but always want to participate in delivering real value besides being a public and private market investor. Will tweet less for next few months but always feel free to reach out"
X Link 2025-02-14T01:49Z 23.2K followers, [----] engagements

"@bh_sriram Thanks Sriram . With all Tariff drama it may take time but will happen eventually is what my take is . Hedge your risk though and this may not be a quick runner upwards"
X Link 2025-02-14T02:02Z 23.2K followers, [---] engagements

"Why I think Solana $SOL price will be moving higher crossing All Time Highs : 1) Solana has started shipping Seeker which can create its own flywheel and usually Solana inflects higher leading into Solana Breakpoint ( Dec 2025) 2) Solana may soon get major ETFs approved with staking . 3.) Given the success of ETH Treasury companies led by Tom Lee and others there is a high chance a reputable name will lead the effort for SOL treasury as it is a great business opportunity for them to capitalize on past success of BTC and ETH treasury strategies. 4.) Solana network itself is getting one of the"
X Link 2025-08-17T01:03Z 23.1K followers, 14.7K engagements

"A ton of people in crypto lost money on LUNA. But thankfully was able to sell close to the top because keeping your ears and eyes open doing constant due diligence and not giving in to the madness of crowds is key to protecting your gains. $OPAD $OPEN"
X Link 2025-09-19T23:57Z 23.1K followers, [----] engagements

"Looking back even [--] days ago most folks were blindsided by price action from $OPEN expecting it to go up every day. But if investing was that easy then everyone will make money . Even the best investors are probably right [--] out of [--] times and that is a huge thing . Personally for me I have not been wrong on my bets since [----] but I had several wrong ones in [----] and one major one in [----] . So what is our lesson : keep doing the hard work of due diligence in investing and not listen to any one influencer and if you think you are not capable of that or cant invest that time then just invest in"
X Link 2025-09-23T21:51Z 23K followers, [----] engagements

"A lot of folks who are crypto veterans are predicting that that crypto bull run is over. That bitcoin had its double top . That Gold monster run up is indicating something bad will happen soon . Maybe they are right . After all they have a good track record . But I am taking a contrarian view for now and wont sell my Solana and Jup holdings yet as I believe this gold run is indicating something in response to a tremendous upcoming asset bubble powered by low rates and even QE in some form . When Fed has such tools that can literally increase Money supply by a ton I prefer to stay bullish at"
X Link 2025-10-17T21:42Z 23.1K followers, [----] engagements

"This tweet has all the Alpha on which chain is the future of internet capital markets and payments . He was Ethereum Foundations main guy and he is leaving for a new chain Stripe wants to build that is not L2 ( ETH roadmap critical element ) . So who is abandoning ETH roadmap Their main defender . There is only one chain with bright future and that is Solana $SOL I am excited to announce that I will be joining Tempo. This last year has been a turning point for crypto where we have finally seen the outlines of our vision being materialized. While payments used to be front and center in the"
X Link 2025-10-17T22:06Z 23.1K followers, [----] engagements

"$JUP is the most overlooked token detached from its fundamentals in this crypto cycle . But maybe its time has now come . Kash (@kashdhanda) "The goal of Jupiter right now is anything you want to do on-chain you should be able to use Jupiter to do so How can you not be bullish on $JUP https://t.co/OeGTeRLgrI Kash (@kashdhanda) "The goal of Jupiter right now is anything you want to do on-chain you should be able to use Jupiter to do so How can you not be bullish on $JUP https://t.co/OeGTeRLgrI"
X Link 2025-10-24T23:03Z 23K followers, [----] engagements

"Times change people change . I remember even now Jim Cramer commenting on CNBC that he did not attend college to invest in scams like Solana and I was buying $SOL and dollar cost averaging it around $14-$15 at that time thinking wow how can he say that . .@jimcramer work your magic 😭 https://t.co/DvGynDGLHS .@jimcramer work your magic 😭 https://t.co/DvGynDGLHS"
X Link 2025-10-31T04:14Z 23.1K followers, [----] engagements

"Bought some more $OPAD today between $2.28-$2.31 which is around $84 Million Marketcap with a company having around $31 Million cash and cash equivalents. Current outstanding share around [----] milion as of Oct [--] ( which means they may have used the ATM partially). EBITDA has improved to [----] Million USD in Q3. All numbers based on their SEC filing on Oct [--] where they preannounced earnings. Actual numbers may be better when they announce on Monday. While long term rates are still a challenge I believe the stage is getting set for a housing boom next year ( which is my thesis based on why I"
X Link 2025-10-31T19:43Z 23.1K followers, 10.8K engagements

"Just a weekend thought on Internet Boom/Hype in peak 1999-early [----] and AI Boom/Hype that is going now in late [----]. 1.) Nvidia ( GPUs) is equivalent to Cisco( Routers) 2.) Datacenter buildouts equivalent to Fiber Optic and Communications Buildout ( Nortel Lucent Worldcom) 3.) OpenAI is the Netscape/Yahoo Equivalent 4.) Webvan equivalent is Figure AI Just my personal opinion as I do think currently valuations are stretched and have gone ahead to what economic value and earnings they can provide. A reset may happen in a year or two but AI as a technology will continue to advance and be useful"
X Link 2025-11-01T20:38Z 23.1K followers, [----] engagements

"Did not see anything that makes me rethink my thesis on $OPAD . However worried about the steady sell pressure into the end of the year now for those who still want to tax loss harvest against a very low volume . I do plan to continue to dollar cost average in such case . Once they become positive cash flow a lot of buyers will come Bought some more $OPAD today between $2.28-$2.31 which is around $84 Million Marketcap with a company having around $31 Million cash and cash equivalents. Current outstanding share around [----] milion as of Oct [--] ( which means they may have used the ATM"
X Link 2025-11-04T02:04Z 23.1K followers, [----] engagements

"Can be wrong totally but here is what I see : [--]. After today's elections the government. shutdown ends. [--]. Gvt spending starts again. But deficit financing using Treasury bills is a slippery slope especially when RRP is exhausted. So the Fed buys Treasury bills while the Treasury issues bills to fund spending. This starts a form of QE [--]. As the Treasury spends this money in the real economy liquidity rises. [--]. Crypto goes up and makes All Time Highs. Peaks in Feb-Mar 2026"
X Link 2025-11-05T02:24Z 23.1K followers, [----] engagements

"I did not get the Opendoor vision from the earnings call and instead tons of red flags . The only way high acquisition volume with lower spread will work is if they can dramatically reduce hold time by having a ton of buyers coming and buying from them as well . But the call was focused on increasing acquisition volume from sellers only but not how they will be increasing volume from buyers except the hope that larger inventory will attract more buyers . This can be true when housing is booming but that is yet to happen . So hold time may keep increasing . Hold us accountable dashboard has no"
X Link 2025-11-06T23:57Z 23.1K followers, [----] engagements

"My preferred approach will be to keep acquisition volume low while improving the platform to drive faster conversion try out first in small scale in select markets and then step up big time as housing shows signs of recovery "
X Link 2025-11-07T00:00Z 23.1K followers, [---] engagements

"They issued shares above $9 price which increased their cash in balance sheet that can support increased acquisition volume for the time being but if their hold times increase they are toast and stuck with huge losses"
X Link 2025-11-07T00:02Z 23.1K followers, [---] engagements

"30 year fixed mortgage rates is slowly coming down . It depends on the [--] yr and also spread which is narrowing . Currently [--] yr is elevated due to lack of data and inflation on goods rising due to tariffs gradually seeping into prices . But that should stabilize at some point and [--] yr will trend down I believe . Also with rate cuts the SOFR keeps going down which helps the Adjustable Rate Mortgages and people will use them more if it keeps going down but [--] yr doesnt . Overall due to high pent up demand for housing mobility once mortgage rates go near 5s the volume should go up . But till"
X Link 2025-11-07T00:37Z 23.1K followers, [---] engagements

"Thankfully I am still net green on $OPAD till it drops below $1.3 but who knows that may happen too. But I am looking at $OPAD to give me real returns when housing cycle is at its peak and that is the time when I will sell. @Soumyazen Youve gotta be down big on OPAD yeah @Soumyazen Youve gotta be down big on OPAD yeah"
X Link 2025-11-07T03:34Z 23.1K followers, [----] engagements

"Ok . Thats the difference between me and you :) I can retire now but I never understood why anyone should call them Retired . Good luck brother with your Opendoor investment . You may turn out to be right as I never claim I will be right [---] pct but I just go with where my mind and gut goes"
X Link 2025-11-07T04:20Z 23.1K followers, [---] engagements

"Keep your ears and eyes open. Don't trust anyone who stand to gain from your trust especially if past behavior and promises has so far not been supported by facts. And lastly don't trust influencers. They can trade your trust to gain personal benefits that by the time you know will be too late. All the best. A ton of people in crypto lost money on LUNA. But thankfully was able to sell close to the top because keeping your ears and eyes open doing constant due diligence and not giving in to the madness of crowds is key to protecting your gains. $OPAD $OPEN A ton of people in crypto lost money"
X Link 2025-11-07T23:02Z 23.1K followers, [----] engagements

"I still remember the Frog Army the Luna Army and so many armies. Don't be part of army. You are a team of ONE in the jungle of Wall Street"
X Link 2025-11-07T23:03Z 23.1K followers, [---] engagements

"The sheer number of tweets on my feed at folks expressing their bewilderment at Optimus human like behavior without digging one level deeper to understand what tele-operation is and how it works explains the current valuation of Tesla"
X Link 2025-11-08T21:33Z 23.1K followers, [----] engagements

"AI robotics is in a bubble of its own and I will be surprised if we get human like robots serving homes in next [--] years"
X Link 2025-11-08T21:38Z 23.1K followers, [----] engagements

"A ton of Wall Street firms ( names kept secret in all SEC filings) that bought the [----] Convertible notes from Opendoor are going to earn a billion dollars or more when shares are delivered to them in exchange for a part of the convertible notes. I don't know how price works when hedges are unwound but the price action looks artificial to me and won't sustain long term"
X Link 2025-11-11T00:55Z 23.1K followers, [----] engagements

"Yes that was my understanding too that firms will hedge delta neutral but read some papers on it and it seems not all of it is usually hedged and some part is kept long . We wont know the details and infact we dont know the names too but if you look at Goldman filing [--] pct ownership that looks like is caused by Goldman holding for their clients and two may be related . In this environment with so much dilution ( more coming from rsu ) but price spiking and timing a JP Morgan analyst bullish report perfectly is just too much coincidence is all I can say"
X Link 2025-11-11T15:16Z 23.1K followers, [--] engagements

"Now 5% on Beyond Meat. Rinse and Repeat. More power to Jane Street and Wall Street. Keep making money. $OPEN $BYND $BYND Jane Street revealed a 5.7% passive stake: https://t.co/eNKN2kI1IN https://t.co/9y0e1phkT4 $BYND Jane Street revealed a 5.7% passive stake: https://t.co/eNKN2kI1IN https://t.co/9y0e1phkT4"
X Link 2025-11-12T21:56Z 23.1K followers, [----] engagements

"Took a long position in $BTDR for a trade "
X Link 2025-11-13T23:30Z 23.1K followers, [----] engagements

"Everyone is focused on wrong BDC. Instead of Blue Owl introspection is needed in $MAIN"
X Link 2025-11-19T14:52Z 23.1K followers, [----] engagements

"Do not like the way markets are reacting and there is a lot of risk building into the markets. For example if AI bubble starts bursting or even correcting there will be a lot of tightening of credit. Also private lending and alternative assets under stress. Raising some cash"
X Link 2025-11-19T18:18Z 23.1K followers, [----] engagements

"While it is quite possible that this is a temporary blip there is no doubt that the overall stock market has a lot of froth especially in AI stock valuation quantum and energy stocks. Fed intervention can change the sentiment but till that happens better to go risk-off partly"
X Link 2025-11-19T18:20Z 23.1K followers, [----] engagements

"Happy New Year. Excited to realize new goals in this year after my long December vacation on a US roadtrip"
X Link 2026-01-07T02:30Z 23K followers, [----] engagements

"@StockyStockman1 Tech"
X Link 2026-01-07T03:09Z 23K followers, [--] engagements

"@szich1 @StockyStockman1 No"
X Link 2026-01-07T03:19Z 23K followers, [--] engagements

"He is right . Over last few months I have changed my outlook on AI demand vs supply and I see CRWV as a decent asymmetric risk reward over next [--] years . I bought heavily in mid 60s and some more in recent dip . Retail twitter hates this stock @Soumyazen $crwv @Soumyazen $crwv"
X Link 2026-01-07T03:57Z 23K followers, [----] engagements

"@samtr981 Leverage is warranted for aggressive growth but in a demand driven environment I dont see a default risk as debt is backed by backlog and OpenAI will get funded in last private raise and then ipo in [----]. Also in a supply constrained environment the pricing power is underrated"
X Link 2026-01-07T04:33Z 23K followers, [---] engagements

"@p111jhansi @smartertrader This is a lie . The lender actually relaxed norms which does not happen when lender thinks that the debtor will be insolvent"
X Link 2026-01-07T04:39Z 23K followers, [---] engagements

"$OPAD JUST IN: President Trump orders $200000000000 in mortgage bond buys to lower mortgage rates. JUST IN: President Trump orders $200000000000 in mortgage bond buys to lower mortgage rates"
X Link 2026-01-08T22:00Z 23K followers, [----] engagements

"Glad I held $OPAD . On Dec [--] it went to $1.17 on tax selling pressure. With Trump admin now showing clear intention to take control of mortgage spreads by having govt agencies buy mortgage bonds it increasingly looks like Fed at some point of time might do the same if needed Thankfully I am still net green on $OPAD till it drops below $1.3 but who knows that may happen too. But I am looking at $OPAD to give me real returns when housing cycle is at its peak and that is the time when I will sell. Thankfully I am still net green on $OPAD till it drops below $1.3 but who knows that may happen"
X Link 2026-01-08T23:45Z 23K followers, [----] engagements

"@LawnChairCap @GMN_watch At this stage it is a question of when the housing recovery happens and if investors are willing to wait /patient . Because of this new buyers are less and sporadic sellers keep pushing price down . So as long as we understand that risk the stock definitely looks undervalued"
X Link 2026-01-13T19:59Z 23K followers, [---] engagements

"$CRWV Bull Thesis in One Line : The one with the biggest ability to secure debt at lower rates and willing to take it and then secure the largest AI compute made efficient by the ever improving software plane ( because efficiency on GPU is a real bottleneck) will win the biggest. He is right . Over last few months I have changed my outlook on AI demand vs supply and I see CRWV as a decent asymmetric risk reward over next [--] years . I bought heavily in mid 60s and some more in recent dip . Retail twitter hates this stock He is right . Over last few months I have changed my outlook on AI demand"
X Link 2026-01-13T23:10Z 23K followers, [----] engagements

"@LawnChairCap @GMN_watch To add: The housing boom will happen and is inevitable . But is it this year or next year depends on Monetary policy and macro factors . There will be volatility during this time but when it happens $OPAD can generate tremendous returns"
X Link 2026-01-13T23:16Z 23K followers, [----] engagements

"Coreweave bonds were trading at distressed levels in December. But one person who was buying them is none other than Donald Trump $CRWV"
X Link 2026-01-17T18:31Z 23K followers, [----] engagements

"https://brokstock.co.za/news/president-trump-discloses-51-million-in-bond-investments-during-december/utm_source=chatgpt.com https://brokstock.co.za/news/president-trump-discloses-51-million-in-bond-investments-during-december/utm_source=chatgpt.com"
X Link 2026-01-17T18:31Z 23K followers, [----] engagements

"$CRWV @Puneet_Thakkar_ @Soumyazen CoreWeave issued senior notes with coupon rates of 9.25% due [----] and 9% due [----]. These were trading below par (92-95) in Dec 2025-Jan [----] yielding 10-11% suggesting distress. Reports indicate Trump bought some CoreWeave bonds then but specific coupons aren't detailed in @Puneet_Thakkar_ @Soumyazen CoreWeave issued senior notes with coupon rates of 9.25% due [----] and 9% due [----]. These were trading below par (92-95) in Dec 2025-Jan [----] yielding 10-11% suggesting distress. Reports indicate Trump bought some CoreWeave bonds then but specific coupons aren't"
X Link 2026-01-17T19:00Z 23K followers, [----] engagements

"In my humble opinion the stakes are too high if you don't keep all of them at this stage at least as an individual subscriber. I have the paid sub for ChatGPT Claude Gemini Pro and SuperGrok and i think playing with each makes you better. It is too early to determine the one that will be the take all winner which will happen unless each specializes ( like Claude for coding) cancelled our corporate @OpenAI account today; We were spending $10k a year @xai is better for real time data @Gemini is better for travel local YouTube & @claudeai is much better for corporate (Cowork and Project features"
X Link 2026-01-18T05:06Z 23K followers, [----] engagements

"I will be sharing some of my studies here analyzing failures of once high-growth companies. Olive AI was once a 4B AI Unicorn that collapsed. The article is a great read on what went wrong. One of the main reasons was that Olive AI tried to grow too fast without ensuring that the promises of healthcare savings to hospitals using AI could be matched in real cases. https://oyelabs.com/olive-ais-rise-and-fall-in-healthcare-what-went-wrong/ https://oyelabs.com/olive-ais-rise-and-fall-in-healthcare-what-went-wrong/"
X Link 2026-01-18T20:24Z 23K followers, [----] engagements

"Last year I was disillusioned with AI as I didn't see current LLMs (and so-called agentic) architectures leading to AGI and the disintermediation of humans. A side-effect was me not investing in AI plays. But I realized that while my expectation of order of magnitude improvements happening in general AI capability is probably correct I am under-estimating the incremental improvements in practical use cases and enterprise adoption that would require significant compute in near future outstripping supply that is constrained by so many other resource factors. Ilya's interview with Dwarkesh"
X Link 2026-01-19T23:22Z 23K followers, [----] engagements

"This is where AI powered commerce is heading . Like credit cards and payment networks that take a cut for enabling and enhancing commerce AI will do the same . @sytaylor @FredaDuan This is ChatGPT charging 4% and we collect the fees on their behalf. Everyone gets a free trial that starts after the first sales. Not saying thats good or bad. Ads definitely cost more for most. @sytaylor @FredaDuan This is ChatGPT charging 4% and we collect the fees on their behalf. Everyone gets a free trial that starts after the first sales. Not saying thats good or bad. Ads definitely cost more for most"
X Link 2026-01-25T18:56Z 23K followers, [----] engagements

"@MaxTheComrade @fiducia_invest @caleb_investTML @cameroniadeluca @gamechangercap @InvestmentTalkk @SamSharplesMT @TheMarkCooke ok here is the deal. The day $SKLZ hits $100 or $HAAC hits $50 or. $TDOC hits $500 I will drink a bourbon "
X Link 2021-03-26T22:39Z 22.9K followers, [--] engagements

"I see $PLTR as a phenomenal company that is currently at an inflection point for commercial Enterprises that Shopify was in [----] for retail entrepreneurs. As a result I decided to resume my substack articles starting with Palantir that I will publish early to mid next month"
X Link 2021-08-15T22:28Z 22.9K followers, [---] engagements

"@naturalcap @alexisohanian What if I said high value NFTs on eth are a legacy of past market dominance. Solana is much more recent than eth on NFT scene and have already captured majority market share . That should signal something"
X Link 2022-06-23T22:49Z 22.9K followers, [--] engagements

"Guess the ticker where I put 20% of my total portfolio in December as price went down. Clue: Many thinks it will go bankrupt in [----]. And yes I have not forgotten investing in the most hated company ( but high potential) pick for [----] which I invested aggressively in December. Will disclose it soon And yes I have not forgotten investing in the most hated company ( but high potential) pick for [----] which I invested aggressively in December. Will disclose it soon"
X Link 2026-01-07T02:49Z 22.9K followers, [----] engagements

"@Pedrito08018046 CDS ( Credit Default Swaps imply a [--] pct probability of it going bankrupt )"
X Link 2026-01-07T03:59Z 23K followers, [---] engagements

"CoreWeave is about to join the big leagues. Everyone's calling AI a bubble but they're missing the point. The bottleneck isn't demand it's supply. There literally aren't enough active GPUs to go around. When you're supply-constrained you don't pop. You scale. $CRWV $NVDA $NBIS $IREN https://twitter.com/i/web/status/2015188790542012683 https://twitter.com/i/web/status/2015188790542012683"
X Link 2026-01-24T22:23Z 22.9K followers, [----] engagements

"The most hated stock in December across X is now the most rewarding in January. Up 69% from mid 60s where I started buying $CRWV. So glad that the "most hated" win streak continues - $SOL in [----] $HOOD in [----] $OPEN in [----] and of course $OPAD mid [----] yet to be fully realized but glad $CRWV [----] is ahead. He is right . Over last few months I have changed my outlook on AI demand vs supply and I see CRWV as a decent asymmetric risk reward over next [--] years . I bought heavily in mid 60s and some more in recent dip . Retail twitter hates this stock He is right . Over last few months I have"
X Link 2026-01-28T00:16Z 22.9K followers, [----] engagements

"Think of this. Mainframe enterprise applications to Client Server-based apps to Web Apps were enabled by millions of human developers using Global Delivery Model. But now this entire enterprise software and SaaS stack is up for rewrite into a AI enabled stack. But who will enable that. Not humans but AI agents who need enormous compute for training and inference. This is why Coreweave through its ups and downs commanding the highest and most efficient rack level GPU compute will be the next big Hyperscaler outside of Azure AWS and GoogleCloud. $CRWV"
X Link 2026-01-28T00:43Z 23K followers, [----] engagements

"In efficiency and software orchestration of AI training workloads they actually outperform the existing hyperscalers"
X Link 2026-01-28T00:44Z 23K followers, [---] engagements

"@RActOfKindness I like the stock. If Coreweave moves much higher I will move some to Oracle. I think they will do well in upcoming months and quarters and years"
X Link 2026-01-28T00:49Z 22.9K followers, [---] engagements

"@kiranbanavara Gemini is not ready to show the new generation Ads yet. But Open AI is ready"
X Link 2026-02-04T21:45Z 22.9K followers, [---] engagements

"Identify then incumbent ( most to lose) and the winning disruptor . OpenAI has a large lead on consumer side and if they monetize it successfully there is no stopping them beating Anthropic in Enteuprise. For Google it will be hard as ad model comes at a cost to existing revenue models https://twitter.com/i/web/status/2019167449753743855 https://twitter.com/i/web/status/2019167449753743855"
X Link 2026-02-04T21:53Z 22.9K followers, [---] engagements

"This tells me that Anthropic will be the loser . Loser attacks the winner spending money unnecessarily . Winner keeps going. As far as ads on AI interactions are concerned my take is the sooner the better . Better data better design and better relevance for the one who starts first and there is nothing wrong with experimenting with monetizing models Anthropic just took a big swipe at OpenAI's decision to put ads in ChatGPT. Anthropic is airing ads mocking ChatGPT ads during the Super Bowl and they're hilarious 😅 Anthropic is also committing to no ads in Claude https://t.co/LR1v4xz9ds"
X Link 2026-02-04T23:36Z 22.9K followers, [----] engagements

"The problem is the hyperscalers want to defend their existing business model and their innovations will be focused on defense and then grow the pie which will act as a constraining factor for putting their innovations for mass rollout. AI natives powered by mantra of pure organic growth has no such limiting factors on innovation. Think why Bell Labs failed to capitalize on good ideas but Apple capitalized more on lines on Innovators Dilemma book if you happen to read it https://twitter.com/i/web/status/2019568738253828548 https://twitter.com/i/web/status/2019568738253828548"
X Link 2026-02-06T00:28Z 22.9K followers, [---] engagements

"A typical $IREN retail investor. When $IREN hits $100 next month I wont tell anyone Im up 15mil but there will be signs. https://t.co/YOE0Zsu5Ot When $IREN hits $100 next month I wont tell anyone Im up 15mil but there will be signs. https://t.co/YOE0Zsu5Ot"
X Link 2026-02-06T00:55Z 22.9K followers, [----] engagements

"This happened also in $OPEN all led by same set of grifters and influencers like @ericjackson and @mikealfred"
X Link 2026-02-06T00:56Z 22.9K followers, [----] engagements

"@kcchiefs1985 I see. Nothing wrong in that as long as you did not book the Ferrari"
X Link 2026-02-06T02:25Z 22.9K followers, [--] engagements

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