@tig88411109 Tigris 会讲课教授是好老师
Tigris 会讲课教授是好老师 posts on X about ai, $intc, $googl, $goog the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.
Engagements: [------] #
- [--] Week [-------] +39%
- [--] Month [---------] +107%
- [--] Months [---------] +4,351%
- [--] Year [---------] +5,989%
Mentions: [--] #
- [--] Week [--] +135%
- [--] Month [--] -13%
- [--] Months [---] +24,000%
- [--] Year [---] +310%
Followers: [------] #
- [--] Week [------] +0.92%
- [--] Month [------] +19%
- [--] Months [------] +83%
- [--] Year [------] +494%
CreatorRank: [-------] #
Social Influence
Social category influence stocks #6205 technology brands 22.77% finance 17.82% countries 8.91% cryptocurrencies 6.93% currencies 1.98% exchanges 1.98% automotive brands 0.99%
Social topic influence ai 28.71%, $intc 13.86%, $googl 8.91%, $goog 6.93%, in the 6.93%, if you 6.93%, market 4.95%, wall street 4.95%, $mu 4.95%, taiwan 4.95%
Top accounts mentioned or mentioned by @ryan76589177 @todeardaughter @xiejackie @pathusa @realchinao @raphaelc01 @ttxsun02 @theshortbear @codewithimanshu @mayhem4markets @chatinvest @aumwill @pauloro07343875 @peterpanisright @jjames604 @kimson666 @lily4liberty @raphael_c01 @real_china_o @worldrenchang
Top assets mentioned Intel Corporation (INTC) Alphabet Inc Class A (GOOGL) Micron Technology, Inc. (MU) Palantir Technologies Inc. (PLTR) Advanced Micro Devices (AMD) Moderna Inc (MRNA) Eli Lilly and Company (LLY) Pfizer, Inc. (PFE) Bitcoin (BTC) Taiwan Semiconductor (TSM) Microsoft Corp. (MSFT) NVIDIA Corp. (NVDA) Nov Inc (NOV) Gilead Sciences, Inc. (GILD) Vertiv Holdings Co (VRT) Sandisk Corporation (SNDK) Tesla, Inc. (TSLA)
Top Social Posts
Top posts by engagements in the last [--] hours
"Thinking about buying the dip in SaaS software even BTC Read this first. I explain why narratives snap why enterprise is a liability chain how multiples get killed before earnings speak and how Im treating [----] as an audit year: build at support avoid basements. https://t.co/sR7lLx2BRX https://t.co/sR7lLx2BRX"
X Link 2026-02-13T15:09Z 50.5K followers, [----] engagements
"5003%1/47%AI http://x.com/i/article/2022552311458074625 http://x.com/i/article/2022552311458074625"
X Link 2026-02-14T06:56Z 50.5K followers, 34.4K engagements
"This $INTC +10% move isnt about a laptop chip launch at CES. Its about survival. Its the market paying for a promise kept: 18A is real on schedule tied to a shippable product built on U.S. soil. Now connect the dots. Everyone is still debating more GPUs. $NVDA Jensen just reminded the market what the next leg actually is: AI that does work not AI that talks. Agentic AI isnt a prettier chatbot. Its a workflow machine: plans calls tools keeps state retries moves data logs everything enforces guardrails. In production that means one thing:inference becomes orchestration-heavy. And orchestration"
X Link 2026-01-07T17:05Z 50.5K followers, 35.9K engagements
"This is the post-earnings pattern most people misread. $INTC Day1 is shock. D2 is digestion. D3 is where the tape stops screaming and starts breathing again. The drop wasnt new information every hour. It was structure. Price fell into an air pocket where prior volume was thin so it moved fast. Then it hit a zone where real money has historically shown up and the selling finally met friction. Thats when the market changes hands: from emotional sellers to algorithms and inventory managers who buy weakness because the math tells them to. Heres the part retail always gets backwards: after"
X Link 2026-01-26T17:24Z 50.4K followers, 42.2K engagements
"GPUTPUCPU Titans/Transformer Nested LearningAI AIAI Agent/ CPUASICTPUGPU AI $NVDA $MU $SNDK $GOOG $INTC $AMD https://twitter.com/i/web/status/2018951968694366580 https://twitter.com/i/web/status/2018951968694366580"
X Link 2026-02-04T07:37Z 50.5K followers, [----] engagements
"$NOV $LLY 🔽 $LLY [-----] GLP-1 30001.5-2 GLP-1 https://t.co/3aNn4vLnEK $LLY [-----] GLP-1 30001.5-2 GLP-1 https://t.co/3aNn4vLnEK"
X Link 2026-02-04T14:37Z 50.4K followers, 28K engagements
"all in $AMD AI SaaS $GOOG AI Gap buy the dip article IC memo https://twitter.com/i/web/status/2019114189550416304 https://twitter.com/i/web/status/2019114189550416304"
X Link 2026-02-04T18:21Z 50.4K followers, 26.9K engagements
"SaaSAIAI [--] / $PFE $LLY $GILD $MRNA AIBurry Bill GatesAI Moderna https://t.co/b9wnbJRtsu AIBurry Bill GatesAI Moderna https://t.co/b9wnbJRtsu"
X Link 2026-02-04T19:43Z 50.2K followers, 12K engagements
"http://x.com/i/article/2019294381618966528 http://x.com/i/article/2019294381618966528"
X Link 2026-02-05T09:12Z 50.4K followers, 72.2K engagements
"1800 $GOOG AITPU+AI+// https://t.co/xgqOsAd1NG https://t.co/xgqOsAd1NG"
X Link 2026-02-05T09:28Z 50.4K followers, 21.6K engagements
"Wall Street saw Googles $180B [----] capex guide and screamed cash flow pain. I saw the only company trying to turn AI into infrastructure. Googles edge isnt a better chatbot. Its the stack. Silicon cognition distribution cash. All in one body. TPU as the silicon layer. Gemini as the brain. Search as the mint. Android + Chrome as the pipes. Even Apple sitting in the orbit as a distribution lever. That combo is rare enough to feel unfair. Thats why the capex number matters. Its not a budget line its a barrier. When the entry fee for serious AI goes into the hundred-billion tier most players stop"
X Link 2026-02-05T15:53Z 50.3K followers, [----] engagements
"Buy The Dip AI Buy The Dip article IC memo"
X Link 2026-02-05T16:35Z 50.2K followers, 38.4K engagements
"Winners curse is real. Burry won one war then started seeing housing everywhere. He hears shorter useful lives and thinks the asset is dying. Thats a housing reflex. Wrong market. Compute doesnt expire. It cascades. Frontier workloads want the newest TPU and GPUs. Everything else happily rents yesterdays silicon. Demand is still tight and workloads are tiered. Thats why old H100s are still being sweated. They didnt turn into scrap. They just moved down the ladder. So Alphabet $GOOG tightening useful-life assumptions isnt a confession the fleet is junk. Its about cadence at the frontier and a"
X Link 2026-02-05T19:01Z 50.4K followers, [----] engagements
"$BTC oversold https://t.co/gmRbbyVwnx https://t.co/gmRbbyVwnx"
X Link 2026-02-06T08:24Z 50.4K followers, 29.6K engagements
"Gemini in Chrome $INTC AI/// all in or Gemini in Chrome Mac Mac Terminal open -n -a "Google Chrome" --args --variations-override-country=us copyGemini [--] Fast Tigris $INTC Context Q1 34.5%Washout 61.8% $42 CFO Catalyst NVDA 10% StructureGamma Gamma Squeeze [--] Call Wall Dealers The Play [--] VWAP VWAP low-40s Convexity Convexity Setup Floor + Gamma + Washout Buy FearStructureReceipts Margin Gamma Squeeze 61.8% https://twitter.com/i/web/status/2020420947031822602 https://twitter.com/i/web/status/2020420947031822602"
X Link 2026-02-08T08:54Z 50.5K followers, [----] engagements
"48ETFAI15% $GOOG Google160010001507200"
X Link 2026-02-09T19:05Z 50.2K followers, 12.7K engagements
"$VRT 25%Q34 👇 Q3 $VRT NVIDIA Vertiv 800V AI 54V 800V20% 95% AIAIGPUAI https://twitter.com/i/web/status/2021738190735126874 https://twitter.com/i/web/status/2021738190735126874"
X Link 2026-02-12T00:08Z 50.5K followers, [----] engagements
"$MU CFOHBM4 CFOHBM 6400500👇 https://t.co/mtRBgoqWK6 https://t.co/mtRBgoqWK6"
X Link 2026-02-12T10:34Z 50.4K followers, 28K engagements
"@Ryan76589177 AMD"
X Link 2026-02-12T17:34Z 50.4K followers, [---] engagements
"@Pathusa BTC"
X Link 2026-02-13T16:59Z 50.4K followers, [----] engagements
"@Real_China_O 8-9"
X Link 2026-02-13T18:37Z 50.4K followers, [---] engagements
"@ToDearDaughter Some people treat nationality like a monetization strategy. Alysa refused the golden handcuffs from Chinas CCP. No soul-for-cash trade. Thats rare"
X Link 2026-02-13T22:32Z 50.5K followers, [----] engagements
"@raphael_c01 @tt_xsun02"
X Link 2026-02-15T06:05Z 50.5K followers, [---] engagements
"This is a buy-side log not a news feed. I post audited causal chains when the denominator shifts. Major events: live tape + options + structure. Different cost bases same mechanics. Commentary not advice. Full IC deck archive in comment"
X Link 2025-12-20T14:40Z 50.5K followers, 66.3K engagements
"3 App [--] - - - - Financial Repression [--] [-----] [--] Level [--] BTC [--] Level [--] = Single Point of FailureAlpha PPT [--] [--] [--] [--] App [--] - - - - Financial Repression [--] [-----] [--] Level [--] BTC [--] Level [--] = Single Point of FailureAlpha PPT [--] [--] [--] [--] http://x.com/i/article/2015258015390429184 http://x.com/i/article/2015258015390429184"
X Link 2026-01-25T03:30Z 50.5K followers, 627.7K engagements
"http://x.com/i/article/2016066619240255488 http://x.com/i/article/2016066619240255488"
X Link 2026-01-27T10:26Z 50.5K followers, 620.8K engagements
"AIBurry Bill GatesAI Moderna ModernaAI Moderna AI [--] mRNA 70% Moderna AI mRNA AI AI90 $MRNA"
X Link 2026-02-02T09:57Z 50.5K followers, 26.3K engagements
"10 [---] [--] AI BTC [--] Fed"
X Link 2026-02-06T07:14Z 50.5K followers, 35.1K engagements
"Statistically getting struck by lightning twice in [--] hours is a 1-in-100000-year event. Yet in the last decade Bitcoin has handed us this "impossible" [-----] SD crash four times. If you are http://x.com/i/article/2019674600876175364 http://x.com/i/article/2019674600876175364"
X Link 2026-02-06T08:09Z 50.5K followers, 64.2K engagements
"Free https://t.co/gmRbbyVwnx https://t.co/gmRbbyVwnx"
X Link 2026-02-12T21:04Z 50.5K followers, 30.1K engagements
"$BTC [--] [---] https://t.co/NkuaUQBZPC [--] [---] https://t.co/NkuaUQBZPC"
X Link 2026-02-12T21:10Z 50.5K followers, [----] engagements
"saas/👇 AIClaudeSaaS AIAI 60%AI0-20% UISaaS AI SaaSAI / AIAI https://twitter.com/i/web/status/2022224255954362473 https://twitter.com/i/web/status/2022224255954362473"
X Link 2026-02-13T08:20Z 50.5K followers, [----] engagements
"This isnt a beauty contest. Markets dont pay for who sounds smart. They pay for who runs fastest when the story breaks. Right now SaaS and Bitcoin are getting hit. Some of it is deserved. A lot of http://x.com/i/article/2022230644550402048 http://x.com/i/article/2022230644550402048"
X Link 2026-02-13T08:59Z 50.5K followers, [----] engagements
"IC AI in ALL AI K"
X Link 2026-02-13T15:31Z 50.5K followers, [----] engagements
"$MRNA 10%FDA AIAI➕SaaS AIBurry Bill GatesAI Moderna https://t.co/b9wnbJRtsu AIBurry Bill GatesAI Moderna https://t.co/b9wnbJRtsu"
X Link 2026-02-13T16:19Z 50.5K followers, [----] engagements
"AI $MRNA $PFE AI ➕ AI $PFE 7%mRNA 3EPS [--] 10PE $MRNA Moderna AI [--] mRNA 70% Moderna AI mRNA AI https://twitter.com/i/web/status/2022350187465969771 https://twitter.com/i/web/status/2022350187465969771"
X Link 2026-02-13T16:40Z 50.5K followers, [----] engagements
"essay 👇 / CFAA"
X Link 2026-02-13T18:04Z 50.5K followers, [----] engagements
"Alysa Liu89.64 UCLAAlysa Liu 🔥 https://t.co/IFJhgcpo8S UCLAAlysa Liu 🔥 https://t.co/IFJhgcpo8S"
X Link 2026-02-13T20:40Z 50.5K followers, 77.1K engagements
"👇 https://t.co/Qr4BBQETLv https://t.co/Qr4BBQETLv"
X Link 2026-02-14T07:07Z 50.5K followers, 12.2K engagements
"Consistency is everything. That leaked MIT Zoom moment was the clearest demo of it. And honestly its not some exotic AI magic. Its just how real evaluation works. Always has. Most professors do it. I do it too. Its the fingerprint in writing in investing in credibility. When I grade essays as a professor or screen essays as an interviewer Im not hunting for fancy words. Im hunting for internal coherence: claims match evidence tone matches thinking logic holds under pressure and the voice stays stable over time. In that clip the MIT professor fed NotebookLM the essays plus his rubric had it"
X Link 2026-02-14T16:11Z 50.5K followers, [----] engagements
"DeepSeek V4 [----] $MU $SNDK DS GPUHBMDRAMSSD"
X Link 2026-02-15T00:56Z 50.5K followers, 74.9K engagements
"Musk $TSLA @XieJackie Waymoceo @XieJackie Waymoceo"
X Link 2026-02-15T17:27Z 50.5K followers, 18.3K engagements
"$PLTR Burry 30%PalantirPS70PE200 SaaSAI300 $PLTR [-----] AI SaaS AI 👇"
X Link 2026-02-16T16:29Z 50.5K followers, [----] engagements
"@TheShortBear Classic prisoners dilemma the one who stops investing risks being the one pushed out next round"
X Link 2026-02-14T16:32Z 50.5K followers, [----] engagements
"$PLTR Not UI. Its the decision stack. If you want the Military AI receipts and the framework (not the hype): Bilingual deck Free for Subscribers. https://tig88411109.gumroad.com/l/eilwc https://tig88411109.gumroad.com/l/eilwc"
X Link 2026-02-16T16:31Z 50.5K followers, [----] engagements
"$GOOG tagged a fresh all-time high at [---] today isnt AI hype. Its a business model getting marked to market. Google is the landlord of compute. One sentence: Most AI players rent GPUs. Google amortizes its own TPU depreciation. That difference compounds. Look at Cloud: [----] was basically break-even. Now youre looking at nearly $3B profit in a single quarter. That isnt a new model launch story. Its a structure story: TPU + data centers + Cloud billing = a landlord stack. For GPU tenants more inference means a heavier bill. For Google more workloads means lower unit cost on TPU and higher Cloud"
X Link 2026-01-09T21:24Z 42.5K followers, [----] engagements
"Wall Street just pushed $MU price targets to $390$400. Nice headline. Not the point. The real tell happened earlier quietly and it is not a memory supercycle keyword. Micron pulled in two board operators who actually understand how hard things get built Mark Liu former TSMC Chairman and Bob Swan former Intel CEO. AI demand is obvious. Everyone can say HBM sold out. The bottleneck is not demand. The bottleneck is decisions and execution: pick the right process path hit yield scale packaging and deliver on schedule. This is why people matters more than price targets. In memory the difference"
X Link 2026-01-10T23:34Z 42.6K followers, 35.4K engagements
"Why might Palantir $PLTR be one of the few real winners if Trump turns 10% credit card APR into a policy fight Because you cannot order rates down. You can only earn them down by cutting risk. Look at Minnesota. SBA just froze [----] borrowers tied to about [----] loans after a high-profile fraud blowup $400M flagged. And what did SBA do next It brought in Palantir for a Fraud Prevention Pilot + Bootcamp. Forget the $300K. The signal is the workflow: unify messy data rank risk manage cases build audit trails hand off to enforcement close the loop on recoveries. That is what risk control looks"
X Link 2026-01-11T04:44Z 42.5K followers, 19.1K engagements
"Wall Street just moved Micron targets to $390$400. That is a scoreboard update not the game. If you want to underwrite Micron $MU in the AI era stop staring at price targets and start underwriting http://x.com/i/article/2010231408132763648 http://x.com/i/article/2010231408132763648"
X Link 2026-01-11T06:59Z 42.7K followers, 44.5K engagements
"Today $GOOG tagged a new high around [---]. Back in Nov [----] I wrote a simple range for the reasonable zone: [---] to [---] with upside only justified by one thing: Google turning AI into an embedded toll booth across Search Android and enterprise workflows. The move isnt magic. Its the market slowly repricing the same structure: Google is a compute landlord. Others rent GPUs. Google amortizes its own TPU depreciation. Cloud is the receipt: from break-even to multi-billion quarterly profit as workloads scale. Base case was never 10x stories. It was value-chain allocation. Next question isnt how"
X Link 2026-01-11T17:29Z 42.5K followers, [----] engagements
"Receipts: Nov [----] Chinese note where I framed $GOOG in the 300-330 zone and mapped the upside path to 450/5.5 T value. The tape just confirmed the range. The thesis still depends on distribution not hype. $GOOG All In 300-330 [----] AI [--] [--] [--] https://t.co/AUbkiQ1RDK $GOOG All In 300-330 [----] AI [--] [--] [--] https://t.co/AUbkiQ1RDK"
X Link 2026-01-11T17:32Z 42.5K followers, [----] engagements
"Rumor season is back. If you want to trade this cycle watch releases and sentiment. If you want to underwrite the decade watch the grid and the fabs. ( $INTC $NVDA $TSM $CAT) Rumor says http://x.com/i/article/2010485205744955392 http://x.com/i/article/2010485205744955392"
X Link 2026-01-11T23:25Z 42.7K followers, 34.7K engagements
"We saw the movie last year. Great headlines. Thin behavior change. Todays Google agentic commerce launch looks big on stage. In the real world it dies on one boring detail: liability. When an agent buys the wrong item misses the coupon ships to the wrong address triggers a chargeback who eats it The platform wants the intent. The merchant ends up holding the bag. That is why this is hard to scale. Trust is earned at the edge cases not the demos. And merchants are not going to hand over the steering wheel. They will integrate they will pilot then they will quietly keep the critical parts"
X Link 2026-01-12T08:51Z 42.3K followers, [----] engagements
"They want a central bank thats independent. Independent of voters. Independent of blame. Independent of math. But somehow never independent of politics. How convenient. Powell is doing the public interest cosplay again. He says DOJ subpoenas and an indictment threat are just politics a pretext to bully the Fed into cutting rates. The Fed keeps selling independence like its a constitutional fact. It isnt. Its a branding strategy. Independence is what you claim when you want zero accountability. Politics is what you deny while you practice it with better vocabulary. The renovation fight is not"
X Link 2026-01-12T17:52Z 42.3K followers, [----] engagements
"New incremental signal: Taiwan is getting folded into the 15% tariff framework with fresh $TSM Arizona buildout commitments attached. That matters less as trade news and more as sequencing. If the big plates are already locked in (EU Japan Koreanow Taiwan) SCOTUS has more room to do the thing markets actually care about: clip the IEEPA emergency-power shortcut without blowing up the negotiated tariff reality. In other words: the regime can stay the discretion gets trimmed. Thats why Im more confident Wed leans unlawful. Not because anyone is conceding but because the deals have already turned"
X Link 2026-01-12T18:14Z 42.3K followers, [----] engagements
"Intel up or down is not the story. Taiwan is. $INTC is being repriced from political narrative back to engineering execution. Todays catalyst was simple: the US is close to a trade deal that cuts Taiwan tariffs to 15% in exchange for TSMC adding at least [--] more Arizona fabs. That sounds bullish for Made in America. Its not automatically bullish for Intel. Markets dont pay for slogans. They pay for exclusivity. Intels recent premium was built on one idea: the strategic default option. The only answer if Taiwan risk spikes. Todays tape did one thing: it repriced Intel as one option among many"
X Link 2026-01-13T02:44Z 42.6K followers, 18.7K engagements
"$INTC isnt one story. Its two premiums. Premium 1: geopolitical optionality. The floor. Premium 2: engineering execution priced only when receipts show up. The ceiling. Sell-side finally discovered the obvious. A major Wall Street shop (KeyBanc) just upgraded INTC to Overweight with a $60 PT citing sold-out server CPUs pricing leverage and improving 18A yields. I wrote this on Oct 24: the pivot wasnt a slide deck. It was the operator. CEO Tan. Leadership changes the probability tree. Earnings audits it. KeyBancs note matters not because its bullish but because: Intels story is shifting from"
X Link 2026-01-13T21:57Z 42.6K followers, 16.3K engagements
"Receipt log. Same framework & PT $INTC on Oct [--] (CN) before the sell-side found it. The real Intel pivot is not a slide deck. Its the CEO. When an operator shows up with IQ (strategy) EQ (politics) and actual capital-market instincts the whole probability tree changes. Link: $INTC [----] CEO [----] https://t.co/9tI30TIMim $INTC [----] CEO [----] https://t.co/9tI30TIMim"
X Link 2026-01-13T22:04Z 42.3K followers, [----] engagements
"KeyBanc dropped the $INTC Apple 14A line today. If you want the clean mental model: Apple vs Google are running two totally different Intel experiments. Link: 👇 Lets get one thing straight: Apples Intel experiment and Googles Intel experiment are not the same game at all. Heres the simplest way to visualize it. Apples request is basically like Its a test of: Can you actually build the whole thing Im giving you the https://t.co/iLIMXlY61Q Lets get one thing straight: Apples Intel experiment and Googles Intel experiment are not the same game at all. Heres the simplest way to visualize it."
X Link 2026-01-14T00:16Z 42.5K followers, [----] engagements
"Subscribers: Your permanent free access $INTC A fund-level research memo on Intels geopolitical re-rating its role as the only meaningful put option in the AI compute cycle and why a decade of mispricing is finally starting to unwind. This deck distills the core thesis strategic drivers valuation logic and supply-chain implications in a fast readable format. https://tig88411109.gumroad.com/l/jqwjkz/ezfevl8 https://tig88411109.gumroad.com/l/jqwjkz/ezfevl8"
X Link 2026-01-14T14:23Z 42.3K followers, [---] engagements
"http://x.com/i/article/2011717211262681088 http://x.com/i/article/2011717211262681088"
X Link 2026-01-15T09:02Z 42.7K followers, 39.6K engagements
"Short Efficiency. Long Outcome. Simple theory. Brutal execution. How to use AI for investingWrong framing. The real question is: how do you wire a model to hunt tail risk and alpha not recycle consensus Internal workflow into a runnable https://tig88411109.gumroad.com/l/uryrvg https://tig88411109.gumroad.com/l/uryrvg"
X Link 2026-01-15T09:15Z 42.5K followers, [----] engagements
"I checked their financials. They are very rich. $TSM CEO Wei didn't drop this line as a joke its a margin call on the bears. You dont need a financial model to read this print just need the one sentence that tells you whos actually funding the AI cycle. That wasnt guidance. That was a credit check. A quiet margin call on anyone still treating AI like a two-year inventory swing. And then he backed it with the only number that matters in a physics business: [----] Capex: $52B$56B (mid $54B). You dont spend that kind of money for a vibe. You spend it for an order book. In a world where AI makes"
X Link 2026-01-15T20:01Z 42.7K followers, 28.3K engagements
"$MU caught a real bid today. Its a confluence of "Skin in the Game" and OpEx mechanics. A director showed up with size around $336. Then OpEx did what OpEx does. Pulled this paragraph from my MU article 👇 Don't marry the squeeze. Study the floor. I laid it out in reply"
X Link 2026-01-16T17:01Z 42.8K followers, [----] engagements
"@codewithimanshu Spot on. AI commoditizes logic. In a regime of zero-cost data the "smell test" honed by experience is the only remaining Alpha"
X Link 2026-01-17T05:43Z 42.5K followers, [---] engagements
"@Mayhem4Markets Want to know why SaaS is facing a structural bleed in the AI era Just dropped a full breakdown yesterday https://t.co/E53OiOjZKW https://t.co/E53OiOjZKW"
X Link 2026-01-17T07:38Z 42.5K followers, [----] engagements
"This is the cleanest way to frame it seats were a labor proxy and agentic AI breaks the headcount scales output assumption. Multiples collapse before revenue does. My add: Long Outcome short Efficiency. WhyMcKinsey moving AI into hiring is the same repricing signal on the human capital side. Output is inflating. Judgment and accountability are the scarce assets. https://twitter.com/i/web/status/2012630604626739597 https://twitter.com/i/web/status/2012630604626739597"
X Link 2026-01-17T20:58Z 42.6K followers, [----] engagements
"Greenland tariffs: Art of the Deal or a legal skin swap. If SCOTUS tightens the economic emergency lane expect the play to move under national security to keep the tariff cashflow alive into midterms. If that spiral hits sticky rates [----] turns into survivor mode and AI becomes a cashflow test. Full chain + tells 👇 https://t.co/F3aOWP5UcC https://t.co/F3aOWP5UcC"
X Link 2026-01-18T21:22Z 42.6K followers, [----] engagements
"Seatbelt on. Everyone will argue about Greenland tariffs and Fed independence this week. Important yes. But the picture youre looking at is the bigger tell. OpenAI CFOs blog just did something rare: it put a hard spotlight on the real engine of the AI boom. Electricity. Compute. The meter. Strip away the hype and you see the uncomfortable shape of the business: an AI company that behaves like a power-hungry utility with a software logo on top. Training is a furnace you cant turn off. Inference can get cheaper per token while the total bill still goes up because usage explodes. Cheaper unit"
X Link 2026-01-20T01:18Z 42.7K followers, [----] engagements
"If you want the Greenland tariff risk in full context the midterm angle and how this ties into margin pressure and a survive first [----] playbook I wrote it up here. Big picture not noise: Link👇 https://t.co/F3aOWP5UcC https://t.co/F3aOWP5UcC"
X Link 2026-01-20T01:30Z 42.6K followers, [----] engagements
"Receipt from Nov: GPU is power. CPU is order. $INTC $AMD The market is finally pricing order. AI is shifting from training demos to running systems: scheduling retrieval agents monitoring compression inference plumbing. Thats CPU territory. This isnt a new story. Its the same system now under load. Server tightness is the validation. Dont model CPU like GPU. CPU is the steadier cashflow rail constrained by power capacity and the HBM bottleneck tax. My next checkpoints: lead times + ASP inference workload mix and whether the memory supply chain loosens enough to reduce the system tax."
X Link 2026-01-21T17:36Z 45.4K followers, [----] engagements
"$MU Supercycle Audit Bundle IC memo + quarterly checklist. This is the PB-to-PE framework the earnings audit and the survivability filter in one place. No updates no hype. Just the process. Access here: (subscribers check free link https://tig88411109.gumroad.com/l/izexbc https://tig88411109.gumroad.com/l/izexbc"
X Link 2026-01-21T22:36Z 45.4K followers, [----] engagements
"Whats the upside if Intel actually executes The valuation story becomes very simple. Intel is a $170B company trading at 3x PS a fraction of TSMC or NVIDIA. If packaging scales smoothly in [----] and 18A hits credible yield Intel earns a re-rate toward 4x PS: roughly $250B about $50 per share. If Intel starts receiving real Google + Meta volume in [----] and the market finally prices them as the worlds No. [--] advanced-packaging provider 8x PS becomes realistic. Thats a $500B company. A $100 stock. Intel is suddenly back in play. Google and Meta are now evaluating Intels advanced packaging for"
X Link 2026-01-22T05:24Z 45.4K followers, 20.6K engagements
"$50 isnt a price. Its positioning. Yesterday I warned subscribers that the market had "Pre-Paid" for a perfect $INTC report. Thats why I kept repeating one rule: dont gamble binaries. Trim into strength. Hold only what you can sit through a coin-flip. Today the receipt showed up. Were back below $50. It wasnt bad demand. It was manufacturing math: supply is capped when it matters ramp costs show up when you least want them and margins become the judge. Thats the trap: sold out sounds bullish until the receipt says compressed margins. Markets dont pay twice for the same receipt. When the"
X Link 2026-01-22T23:07Z 42.8K followers, [----] engagements
"If youre investing in $INTC and still treating earnings like a coin-flip youre not investing. Youre donating. This deep dive is a buy-side audit not a recap: Subscribers: valuation + sizing/risk boundaries are in the note. https://t.co/KZzjMz7a14 https://t.co/KZzjMz7a14"
X Link 2026-01-23T16:39Z 48.2K followers, [----] engagements
"@Chat_Invest Not chasing fear or buying miracles we audit them"
X Link 2026-01-23T16:47Z 44.7K followers, [---] engagements
"@AumWill Not immediately reevaluated but the option value has likely gone up. Intel is a hedge almost a put on Taiwan concentration risk. The key is execution prove deliverability like ramp yields credible milestones"
X Link 2026-01-24T18:23Z 45.4K followers, [---] engagements
"@PauloRo07343875 Earliest meaningful US DRAM wafers Idaho with output scheduled to start in [----]. New York is the scale play with manufacturing targeted around [----]. Biggest shock China reaching HBM at scale. Thats the supply reset button"
X Link 2026-01-24T18:26Z 48.1K followers, [----] engagements
"@peterpanisright $GOOGL Alphabet"
X Link 2026-01-10T07:29Z 49.5K followers, [---] engagements
"This week didnt whipsaw the thesis. It separated the premium. $INTC Same stock. Two premiums. Geopolitics can fade in a day. Engineering has to compound. Markets dont pay for slogans. They pay for exclusivity and margins. Jan [--] is the audit. (25Q4 earnings) Reply has the IC checklist and the levels Im using to separate core vs tactical. (Subscriber add-on: levels + what would invalidate the execution story.) This $INTC +10% move isnt about a laptop chip launch at CES. Its about survival. Its the market paying for a promise kept: 18A is real on schedule tied to a shippable product built on"
X Link 2026-01-13T18:07Z 49.4K followers, [----] engagements
"$50 isnt a price. Its positioning. Yesterday I warned that the market had "Pre-Paid" for a perfect $INTC report. Thats why I kept repeating one rule: dont gamble binaries. Trim into strength. Hold only what you can sit through a coin-flip. Today the receipt showed up. Were back below $50. It wasnt bad demand. It was manufacturing math: supply is capped when it matters ramp costs show up when you least want them and margins become the judge. Thats the trap: sold out sounds bullish until the receipt says compressed margins. Markets dont pay twice for the same receipt. When the receipt"
X Link 2026-01-22T23:52Z 48.7K followers, [----] engagements
"Market pricing is efficient but emotional. At $54 it priced in a miracle. At $45 it's pricing in failure. $INTC -15% This is a bill getting paid not the sector breaking. Capital didnt leave semis. It rotated to the share beneficiary $AMD Heres the part most people miss: In manufacturing sold out isnt bullish. Its a margin tax when you cant deliver. Q1 GM guide (34.5%) was the receipt. Hot demand cold P&L. Narratives dont pay bills. Manufacturing does. Full audit in the article. Link in reply. https://twitter.com/i/web/status/2014738364831015235"
X Link 2026-01-23T16:33Z 49.5K followers, [----] engagements
"Why Xi Jinping purge the top PLA generals now Because in an emperor system the only real threat is insiders. When trust gets this expensive Taiwan tail risk moves closer and the AI booms single Taiwan chokepoint gets repriced. This isnt a China politics story. Its an AI valuation story. Insurance just got costlier. In an emperor system removing people is easy. The only question that matters is why now. And the usual answer is not corruption its regime security when paranoia spikes. Taiwan is one of the few external files big enough to create real disagreement inside the chain of command. If"
X Link 2026-01-24T17:25Z 49.4K followers, 12.5K engagements
"Wall Street is mispricing Taiwan risk. Badly. Most Western takes on the PLA purge still read like a soap opera: anti-corruption palace drama rinse repeat. That framing is easy. Its also useless. Whats happening isnt clean-up. Its rewiring. In this system espionage and nuclear leaks arent moral categories. Theyre a switch. Flip it and you dont just remove a person you criminalize the network around him. Careers evaporate. Relationships become evidence. Alternative authority gets wiped off the board. Until recently the PLA could still run on a two-core arrangement: one core built on"
X Link 2026-01-25T23:53Z 49K followers, 15K engagements
"Don't mistake a margin call for a recession. The Fed and the MOF are on the phone. They want a controlled demolition of the yen short positions not a controlled demolition of the Nasdaq. Trade the volatility but don't bet on the apocalypse yet. Look the setup on the Yen is classic reflexivity. You have a crowded short trade slamming into a political wall. Takaichi is playing a dangerous game she wants the fiscal sugar high for the election but can't afford the currency collapse. But here is why this isn't July [----] all over again. The macro texture is night and day. Last July wed be dead. But"
X Link 2026-01-26T10:05Z 49.5K followers, 25.8K engagements
"The story is how it comes home orderly rebalancing vs forced deleveraging. If its the latter dont mistake a margin call for a recession. Thats a denominator shock not a solvency crisis. Credit is the referee if HY OAS stays quiet dont bet on the apocalypse. My full framework here👇 Don't mistake a margin call for a recession. The Fed and the MOF are on the phone. They want a controlled demolition of the yen short positions not a controlled demolition of the Nasdaq. Trade the volatility but don't bet on the apocalypse yet. Look the setup on the Yen is https://t.co/1uhsGvWbba Don't mistake a"
X Link 2026-01-27T18:45Z 48.6K followers, [----] engagements
"Night. Desk lamp. [--] tabs. A PDF half-read LaTeX half-compiled Zotero half-synced. Im not thinking Im shuttling files. ChatGPT Prism tries to end the juggling: a free LaTeX-native workspace with GPT-5.2 inside the project. Use it today. Soon well forget how research worked without this. Bookmark it. Free. Unlimited projects & collaborators. https://twitter.com/i/web/status/2016281599755878657 https://twitter.com/i/web/status/2016281599755878657"
X Link 2026-01-27T22:46Z 49.5K followers, [----] engagements
"Lets cut through the noise on the NVIDIA/Intel headline. Its a geopolitical option trade. If the rumor holds it is a convexity setup not a capacity story. Below is the asymmetry behind the deal why this is a geopolitical put and how to position before the repricing hits. The market is misreading the structure. The crown jewels (Compute die) are staying with TSMC while the commodity layer (I/O die) goes to Intel. This isn't about performance. It is about Regulatory Arbitrage. Think about the trade. For NVIDIA this is cheap insurance. They pay a minimal technical tax to buy political goodwill"
X Link 2026-01-28T06:47Z 49.5K followers, [----] engagements
"Should I buy the dip Is $MSFT about to learn the Kodak lesson the hard way Satya says Agents are the new apps. I get it. But it also reads like a warning: the CEO might be ringing his own bell. Kodak invented the digital camera then died from it. Innovation wasnt the sin. Timing was. If you build the next wave in a way that cannibalizes your margin engine before the replacement cash flow is real you dont get rewarded for vision. You get a multiple reset. Thats the setup here. If Agents deflate SaaS seats faster than they monetize the first thing that breaks isnt Microsoft. Its the SaaS"
X Link 2026-01-29T17:45Z 49.9K followers, 33.9K engagements
"@jjames604 Not the same movie. $GOOG was a narrative. $MSFT is math. Satyas agents pitch is literally de-intermediating the stack and its own saas seats are the first thing to get killed. When you ring the bell on your own toll booth buy the dip isnt brave. Its blind"
X Link 2026-01-29T20:47Z 49.1K followers, [----] engagements
"Markets are inefficient in the only way that matters they price new ideas late. Jan [--] Google drops Project Genie. A world model that can turn a prompt into a playable interactive world. Public headline. Zero mystery. Jan [--] the tape finally catches up. $U gets hit hard. That one-day lag is the edge. Thats why cognitive edge still pays. This is the first-wave playbook: News hits. A few people translate it into who loses pricing power before everyone else does. Flows follow. The tape starts leaning. Then reflexivity kicks in: price becomes proof proof pulls in more sellers liquidity backs off"
X Link 2026-01-30T17:45Z 50K followers, 22.2K engagements
"Hawkish Warsh is media comfort food: easy label zero signal. Trump chose him because hes controlled Wrong. Guanxi and rate cuts arent the point. Institutional posture is. Powells Fed stayed on stage nonstop guidance forward promises & the illusion it can steer every ripple. Markets learned the wrong reflex: trade the Fed not the economy. Volatility didnt vanish. It got rerouted. Warsh is the opposite instinctshrink the Feds footprint restore the boundary let prices do the allocating. Thats why Trump can like him. Not because hes controlled but because the philosophy matches: smaller"
X Link 2026-01-30T19:15Z 49.9K followers, [----] engagements
"@Kimson666 chrome://flagsglicglic-side-panel Enabled"
X Link 2026-01-31T04:55Z 49.8K followers, [----] engagements
"Hes back in the box. She beats World No.1 and wins the Australian Open. Final set. One break from history. This is the kind of live courtside coaching elite performers in any field would kill to hear. In markets as in tennis a masterclass in risk pricing and game theory. This is also what woke WTA looks like in elite sport: regulating an adults chosen intensity then acting shocked when the results follow chemistry. And yes it comes from Vukov the coach the WTA banned [--] months for abuse case that Rybakina publicly said never applied to her. Live coaching. Slam final. Real-time decision alpha."
X Link 2026-01-31T19:05Z 49.9K followers, 18.5K engagements
"@XieJackie Waymoceo"
X Link 2024-12-17T02:41Z 50.5K followers, 19.3K engagements
"UCLAAlysa Liu 🔥"
X Link 2025-03-30T02:56Z 50.5K followers, 83.7K engagements
"2.8%. Thats not a benchmark score. Thats a receipt. DeepSeek took a 100B-parameter memory table parked it in standard host DRAM (normal server memory not fancy GPU memory) and the throughput http://x.com/i/article/2011002255378620416 http://x.com/i/article/2011002255378620416"
X Link 2026-01-13T10:39Z 50.5K followers, 129.9K engagements
"2025 $MJ AIHBMsky [------] 👀 VWAP [----] AI https://twitter.com/i/web/status/2007129763660677514 https://twitter.com/i/web/status/2007129763660677514"
X Link 2026-01-02T16:40Z 50.5K followers, [----] engagements
"Tonight watching this live the one who should be trembling is Michael Burry. Now he finally understands why Palantir $PLTR is worth $500B. [--] minutes. U.S. helicopters in and out. Virtually zero casualties. A sitting president extracted. What was secured is not a headline. Its control over a country holding 17% of global oil reserves. 1M barrels/day today and a clear path back toward 3M. Thats not software. Thats an AI system that turns geopolitics into execution. Now the valuation makes sense. https://twitter.com/i/web/status/2007593490771816586"
X Link 2026-01-03T23:22Z 50.5K followers, 135.7K engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing