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@benitoz
"The AI trade is flipping the script: 📈 Long blue collar $PWR building the new grid 📉 Short white collar $ACN billing hours in a world where LLMs do the consulting Manual labor slide decks"
X Link @benitoz 2025-09-24T21:24Z 7587 followers, 2052 engagements
"@gdb Sounds like you need more compute and self reinforcement learning"
X Link @benitoz 2025-10-12T18:09Z 7584 followers, XX engagements
"The chart says it all the Internet bent the curve. AI bends the curves derivative. One AI year = seven Internet years. Were not surfing the web anymore were surfing the second derivative"
X Link @benitoz 2025-10-11T21:42Z 7576 followers, XXX engagements
"While Salesforce talked about AI showed it. Sidekick built on mondayDB feels like a new compute layer for work fast contextual and actually useful. CRM shouldnt look or feel like 1999 code. $crm $mndy"
X Link @benitoz 2025-10-14T22:24Z 7588 followers, 1763 engagements
"@zephyr_z9 I have the $pwr"
X Link @benitoz 2025-10-07T05:33Z 7590 followers, 3655 engagements
"just emerged from Ch.11 with $1.3B liquidity $2.1B debt and only 26M shares. At $XX thats a $2B enterprise value for the only U.S.-based vertically integrated SiC play. CHIPS Act funding could double its cash and the govt may take an equity stake. $WOLF = Americas SiC bet"
X Link @benitoz 2025-10-10T02:53Z 7587 followers, XXX engagements
"Tim Cook XX% CEO XX% Master Politician wow $aapl"
X Link @benitoz 2025-09-05T02:44Z 7588 followers, 3.5M engagements
"The $IONQ CEO went on Bloomberg this morning claiming their quantum compute will surpass all $NVDA GPU compute by 2027 and even called Blackwell a joke. This kind of hype ends in tears. IonQ will be adding another Q in due time. 😠@MartinShkreli"
X Link @benitoz 2025-09-16T05:06Z 7589 followers, 645.5K engagements
"@insane_analyst ESUNs Ethernet push could change AI scale-up but does it outpace UALinks latency edge $ALAB might pivot any ideaon how this shakes out for their Scorpio switches"
X Link @benitoz 2025-10-13T23:14Z 7589 followers, 3699 engagements
"@BourbonCap $ALGM $FROG $POWI"
X Link @benitoz 2025-10-14T22:46Z 7589 followers, XXX engagements
"APPLOVIN THE BIGGEST COMPANY IN THE WORLD THAT NO ONE ACTUALLY UNDERSTANDS Nice interview by the @tbpn team with Adam Foroughi Cofounder and CEO They are about to launch @AxonAdsManager in a few days. They are using Ai at scale in every process to drive efficiencies 🚀🤖 $APP"
X Link @benitoz 2025-09-29T22:10Z 7589 followers, 62.9K engagements
"@dalibali2 Launch the Magellan fund of shitcos"
X Link @benitoz 2025-10-08T20:29Z 7589 followers, XXX engagements
"This is why $CRM is down and OpenAI is just a Trojan horse"
X Link @benitoz 2025-10-14T17:07Z 7588 followers, 2680 engagements
"L.A. is redlined now. Rick Caruso says hes done building in his hometown crushed by red tape taxes and political risk. If Caruso wont build here what developer will 📉 Real estate risk = policy risk. 🎥👇 cc @RickCarusoLA"
X Link @benitoz 2025-10-11T21:20Z 7580 followers, XXX engagements
"2016: DGX OpenAI. 2025: DGX Spark SpaceX. Nvidias Huang is literally the plug for artificial intelligence and interplanetary compute. ⚡🧠🚀 $NVDA @elonmusk"
X Link @benitoz 2025-10-14T02:48Z 7589 followers, XXX engagements