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@Bedurion Avatar @Bedurion Bedurion

Bedurion posts on X about $googl, nvda, meta, china the most. They currently have XX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

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Mentions: XX #

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Followers: XX #

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CreatorRank: XXXXXXXXX #

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Social Influence #

Social category influence stocks XXXXX% technology brands XXXXX% finance XXXXX% countries XXXXX% cryptocurrencies XXXXX% automotive brands XXXXX% currencies XXXX% travel destinations XXXX%

Social topic influence $googl 17.95%, nvda #349, meta 10.26%, china 7.69%, open ai #2734, $tsla #765, $nvda #1608, asml #156, investment 7.69%, automation XXXX%

Top accounts mentioned or mentioned by @grok @rnaudbertrand @stocksavvyshay @yuchenjuw @stockmktnewz @visualcap @alc2022 @thelonginvest @aiworldeu @samsolid57 @wallstengine @dividenddynasty @teslaconomics @theaiinvestor @thexcapitalist @trendspider @oprydai @kobeissiletter @unusualwhales

Top assets mentioned Alphabet Inc Class A (GOOGL) Tesla, Inc. (TSLA) NVIDIA Corp. (NVDA) Limitus (LMT) Amazon.com, Inc. (AMZN) Microsoft Corp. (MSFT) Apple, Inc. (AAPL) Palantir (PLTR) AST SpaceMobile, Inc. Class A Common Stock (ASTS) Iridium Communications Inc. (IRDM) Viasat Inc (VSAT) Rocket Lab USA, Inc. Common Stock (RKLB) Metadium (META) Goldman Sachs (GS) Taiwan Semiconductor (TSM) Lam Research Corporation (LRCX) QuantumScape Corporation (QS) Enovix Corporation Common Stock (ENVX) Lithium Americas Corp. Common Shares (LAC) AeroVironment, Inc. (AVAV) Intuitive Surgical, Inc. (ISRG) Lition (LIT) Oracle Corporation (ORCL) Advanced Micro Devices (AMD) Oklo Inc. (OKLO) Nebius Group N.V. Class A Ordinary Shares (NBIS) Applied Blockchain, Inc. Common Stock (APLD) Eos Energy Enterprises, Inc. (EOSE) Fluence Energy, Inc. Class A Common Stock (FLNC) Vertiv Holdings Co (VRT) retard to retired (R/R) Cipher Mining Inc. Common Stock (CIFR) IREN Limited (IREN) Vistra, Corp. (VST) Constellation Energy Corp (CEG) NuScale Power Corporation (SMR) Navitas Semiconductor Corporation Common Stock (NVTS) PWR Coin (PWR) NextEra Energy Inc (NEE) Carnomaly (CARR) ThunderCore (TT) UiPath, Inc. (PATH) OpenServ (SERV) Symbotic Inc. Class A Common Stock (SYM) Datadog Inc (DDOG) Zscaler Inc (ZS) Snowflake, Inc. (SNOW) Sleepless AI (AI) SoundHound AI, Inc. Class A Common Stock (SOUN) Palo Alto Networks Inc (PANW) Crowdstrike Holdings Inc (CRWD) Okta Inc (OKTA) Adobe, Inc. (ADBE) Applied Materials, Inc. (AMAT) KLA Corp (KLAC)

Top Social Posts #

Top posts by engagements in the last XX hours

"@RnaudBertrand It's a forceful analysis. The restrictions have backfired harming Nvidia and U.S. AI competitiveness. Would you rather curb China's progress to maintain U.S. leadership at the cost of trade or continue free trade and risk China matching your technology"
X Link @Bedurion 2025-10-19T00:33Z XX followers, XXX engagements

"OpenAI holds the majority of GenAI traffic market share but Google's Gemini has grown from X% to XXXX% in recent months"
X Link @Bedurion 2025-10-19T13:59Z XX followers, XX engagements

"The Future of Robotics is unfolding across multiple industries powered by breakthroughs in energy compute AI and automation. Heres a breakdown of the key sectors and companies driving the transformation: Battery & Energy Storage: $QS $AMPX $ENVX $LAC $LIT Defense & Autonomous Systems: $AVAV $LMT $DPRO Healthcare Robotics: $ISRG $CLPT Humanoids & Industrial Automation: $TSLA $HON $TER Metals & Materials Supply Chain: $UAMY $USAR $UUUU $NB $MP $FCX $SCCO $TECK $ALB Logistics & Robotics Integration: $AMZN $SYM $SERV Compute Infrastructure: $NVDA $AMD $INTC Real-World AI Models: $PLTR $AMZN $MSFT"
X Link @Bedurion 2025-10-16T19:44Z XX followers, XXX engagements

"$AMZN AWS $MSFT Azure and $GOOGL Cloud dominate scale but $ORCL excels in speed. Oracle is carving out a niche where AI infrastructure meets traditional enterprise needs"
X Link @Bedurion 2025-10-17T17:11Z XX followers, XXX engagements

"JPMorgan deems $NVDA CEO Jensen Huangs projection of AI CapEx growing from $600B to $34T by 2030 financially feasible though ambitious. The bank anticipates tech sector funding via operating cash flow private equity venture capital and new debt issuance. Despite a $1.6T annual funding gap private markets could provide $500B yearly by 2030 with leverage covering the rest. JPMorgan estimates XX% of new debt ($430B) from bank loans and XX% ($640B) from bonds. The tech industrys net-debt-to-cash-flow ratio would rise from XXX to XXX below the global average. However they caution that energy"
X Link @Bedurion 2025-10-18T10:01Z XX followers, XX engagements

"@grok When can we use this in the iPhone app Is it available now Does anyone know I dont see the function"
X Link @Bedurion 2025-10-18T20:25Z XX followers, XX engagements

"@StockSavvyShay ASML is crucial for advanced chip manufacturing and AI's future depends on them"
X Link @Bedurion 2025-10-18T21:16Z XX followers, XXX engagements

"@grok It would be great to work with this feature on the app. Thanks"
X Link @Bedurion 2025-10-18T23:09Z XX followers, X engagements

"@Yuchenj_UW That's why they're investing millions believing future super AI workers will outperform hired engineers and recoup their investment. The key question is when will this change occur In approximately how many years"
X Link @Bedurion 2025-10-19T22:00Z XX followers, XX engagements

"@StockMKTNewz @VisualCap Nvidia's growth is incredible Surprised Intel ranks below Qualcomm and AMD"
X Link @Bedurion 2025-10-18T22:20Z XX followers, XXX engagements

"@alc2022 Many people say $AMD will surge but its financials differ from $NVDA. Still the market may overlook this"
X Link @Bedurion 2025-10-20T10:30Z XX followers, XXX engagements

"Everyones posting the same AI flywheel but theyre missing half the chain. Compute: $NBIS $CIFR $IREN $APLD Energy: $OKLO $VST $CEG $SMR Grid: $PWR $EOSE $FLNC $NEE Cooling: $VRT $CARR $TT $NVTS Automation: $RR $PATH $SERV $SYM Data: $PLTR $SNOW $AI $DDOG Connectivity: $RKLB $ASTS $IRDM $VSAT Interface: $AAPL $META $GOOGL $SOUN Security: $ZS $PANW $CRWD $OKTA Compute Power Grid Cooling Automation Data Connectivity Interface Security Compute. Thats AI Infrastructure XXX and the next rotations here"
X Link @Bedurion 2025-10-17T20:52Z XX followers, XXX engagements

"Goldman Sachs: AI Capex Boom to Drive S&P XXX Cash Spending in 2026 We forecast S&P XXX cash spending to reach $XXX trillion in 2026 up XX% from 2025. Capital expenditures (capex) will grow fastest (+17% YoY) driven by AI hyperscaler investment with cash M&A rebounding (+15%). Half of cash spending will go to capex and R&D XX% to shareholder returns (buybacks and dividends) and X% to cash M&A. Strong earnings supportive policies and AI investments will sustain robust cash spending. Policy uncertainty should decline and CEO confidence should improve in 2026 supporting steady economic and cash"
X Link @Bedurion 2025-10-17T22:09Z XX followers, XX engagements

"@TheLongInvest Interesting point. It really shows how China is positioning itself to reduce reliance on the US dollar and gain leverage in trade negotiations. If gold reserves keep rising like this it could shift global financial power and pressure the US to reach deals faster"
X Link @Bedurion 2025-10-18T07:04Z XX followers, XXX engagements

"NVIDIAs open-source pushNemotron for advanced agents BioNeMo transforming biopharma Cosmos excelling in physical reasoning GR00T driving robotics and Canary mastering speechis impressive. Chinas Qwen3 suite dominates chat multimodal and agents with Baidu Tencent MiniMax ByteDance Moonshot and Zhipu topping leaderboards. The EUs Mistral remains competitive with reasoning models like Magistral but needs more strength. The @aiworld_eu graphic highlights the intensifying global AI race"
X Link @Bedurion 2025-10-18T21:13Z XX followers, XX engagements

"@samsolid57 Interesting summary of the U.S. semiconductor supply chain and its potential benefits for tech companies. It will be intriguing to see if they can scale rapidly to lower production costs"
X Link @Bedurion 2025-10-18T21:35Z XX followers, XXX engagements

"@wallstengine Goldman Sachs aims to capitalize on the AI financing boom. Will this reshape the landscape for new tech projects I believe their aggressive investment suggests AI will significantly transform the world and company earnings in just a few years"
X Link @Bedurion 2025-10-18T22:39Z XX followers, XX engagements

"Microsofts pivot to renting capacity reflects Nadellas caution avoiding overbuild traps. Crypto miners shifting to AI cloud boost demand but supply lags (Azures turning away customers through 2026). Hyperscalers like Google and Meta are all-in and neo-clouds like CRWV and NBIS are betting big. A bubbles possible if growth slows but compute remains king. When will the tipping point hit Or will these investments yield earnings quickly"
X Link @Bedurion 2025-10-19T07:47Z XX followers, XXX engagements

"@DividendDynasty Are you comfortable increasing your position in $ADBE given the potential impact of AI-era changes on its business Despite our extensive operations choosing Adobe is a risky decision which is why the company's valuation isn't at its peak"
X Link @Bedurion 2025-10-19T08:42Z XX followers, XX engagements

"Who Powers TSMC TSMC ($TSM) drives the chip industry but its supply chain is the real force. As AI boosts chip demand TSMCs suppliers may be the decades biggest winners. Key beneficiaries: $ASML XX% (lithography leader) $AMAT XX% $TOELY (Tokyo Electron) XXX% $LRCX (Lam Research) XXX% $KLAC (KLA Corp) XXX% $4063.JP (Shin-Etsu Chemical) XXX% $5201.JP (AGC Inc) XXX% As TSMC scales AI chip production these suppliers are the picks and shovels of the semiconductor gold rush"
X Link @Bedurion 2025-10-19T10:17Z XX followers, XX engagements

"@Teslaconomics Companies like Uber and Lyft have well-known platforms but will they achieve self-driving technology like Google or Tesla They only have an app while others are advancing technology with significant capital expenditure"
X Link @Bedurion 2025-10-19T10:44Z XX followers, XXX engagements

"Here's the percentage of Taiwan Semiconductor's (TSM) chip sales by product: - 3nm chips: XX% of total revenue - 5nm chips: XX% of total revenue - 7nm chips: XX% of total revenue"
X Link @Bedurion 2025-10-19T17:58Z XX followers, XX engagements

"The US dominates global markets: US stock market capitalization reached $XX trillion equaling XXX% of the US economy. Its value doubled since the 2022 bear market. Asian and European stock markets are worth $XX trillion and $XX trillion respectively. The US market is XX% larger than Asia and Europe combined. The gap between the US and the rest of the world is historic"
X Link @Bedurion 2025-10-19T21:42Z XX followers, XX engagements

"@The_AI_Investor Awaiting next results to assess impact on valuation and confirm if China segment is declining to zero"
X Link @Bedurion 2025-10-19T22:33Z XX followers, XX engagements

"@thexcapitalist Do you prefer the strong financials of NVDA or AMD There's no comparison"
X Link @Bedurion 2025-10-20T10:20Z XX followers, XXX engagements

"The cloud race is now the AI race. Amazon AWS holds a XX% global share but Microsoft Azure is gaining driven by OpenAI workloads. Google in third grows faster as Gemini expands into enterprises. The winner will be whoever turns compute into intelligence first. Who will be first"
X Link @Bedurion 2025-10-20T10:49Z XX followers, XXX engagements

"What is the Space Economy The graphic below outlines: - Launch and Propulsion: $RKLB $FLY $GE SpaceX - Satellites: $PL $ASTS $BA $MNTS - Components: $CMI $HON - Data Analytics: $BKSY $PLTR $SPIR - Materials: $USAR $ATI - Communications: $VSAT $IRDM $SATS - Networks: $VZ $T $TMUS - Defense: $NOC $LMT $LHX - Sensors & Power: $MOG.A $STI $BWXT $TDY Bookmark this for later use"
X Link @Bedurion 2025-10-17T22:28Z XX followers, XXX engagements

"@TrendSpider Due to Amazon Web Services data centers are the next era of earnings What do you think"
X Link @Bedurion 2025-10-19T21:50Z XX followers, XXX engagements

"That's a wild stat$0.6T per tranche for Musk's 2025 compensation package is insane The finance card shows TSLA's market cap at $1.46T so reaching $8.5T by 2035 is a moonshot. Fun fact: Tesla's market cap grew from $50B to over $1T under Musk's 2018 plan proving his track record. Can Musk pull off another miracle or is this too ambitious"
X Link @Bedurion 2025-10-19T22:31Z XX followers, XXX engagements

"Good morning everyone. The week starts with another round of financial results. Here's a summary. Good luck with your investments. Will $TSLA and $LRCX report strong results"
X Link @Bedurion 2025-10-20T09:38Z XX followers, XX engagements

"Here are two key charts about the current AI boom. Chart 1: Distribution Matters Open AI remains the leader but is losing market share as the market grows. This is typical for a category leader but its notable that theyre losing share to incumbents with massive distribution not startups. Google has significant growth potential as their models improve. If Meta improves they could gain share quickly. xAI may need to license Grok aggressively or acquire distribution platforms like Snapchat or Pinterest. Chart 2: Coding Agents Are Slopware App-crappers Its concerning that this category is"
X Link @Bedurion 2025-10-20T14:11Z XX followers, XX engagements

"$ASML vs. $TSM side-by-side after strong Q3 earnings. Key takeaway: AI remains robust"
X Link @Bedurion 2025-10-20T17:17Z XX followers, XX engagements

"@oprydai I agree. Semiconductor manufacturing transforms science into art showcasing remarkable creativity and precision"
X Link @Bedurion 2025-10-18T23:36Z XX followers, 1407 engagements

"@KobeissiLetter Nice reflection. U.S. technology leadership explains this graphic showing high capitalization compared to other continents. Asia and Europe combined can't match the U.S. My favorite companies to invest in are all in the United States"
X Link @Bedurion 2025-10-19T19:57Z XX followers, XXX engagements

"@unusual_whales Note the speedit's like a race. Less than a year to manufacture the most advanced chips. Currently it's impossible to produce the entire semiconductor chain in one country but let's see what happens in the future at this pace"
X Link @Bedurion 2025-10-20T09:02Z XX followers, XX engagements

"Fed Rate Cuts Are Coming and History Suggests the Mag X Could Surge Again. Investors are focused on the Fed but many overlook this: In 2019 when rates dropped the Mag X skyrocketed. - $TSLA: +492% in the year after cuts - $NVDA: +152% - $AAPL: +101% - $MSFT $AMZN $META $GOOGL: all soared double or triple digits History may not repeat but if it rhymes this could be a major opportunity. Would you bet on another 5x run for the Mag 7"
X Link @Bedurion 2025-10-20T18:26Z XX followers, XX engagements