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@Beth_Kindig Beth Kindig
No direct information about Beth Kindig is available, however major AI and tech companies are making significant advancements. Nvidia, AMD, and TSMC are driving growth in the AI sector, with Nvidia's CEO Jensen Huang predicting a 10x increase in Europe's AI compute capacity over the next two years. The AI chip market is expected to grow at a XX% CAGR through 2030, reaching nearly half a trillion dollars.
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Social Influence #
Social category influence stocks #1234 technology brands #5008 finance XXXX% countries XXXX% cryptocurrencies XXXX% automotive brands XXXX%
Social topic influence nvda #2, $nvda #13, msft #8, goog #4, $msft #5, $goog #2, amzn #94, $amzn #8, $amd #11, $avgo #2
Top accounts mentioned or mentioned by @007ofwallst @freesites_com @germain_franck @next100baggers @nikoliasgoninus @bean_wealth @cvpayne @teshen8lin @sergeycyw @lsi1123 @f821836 @uptownspaceman @juliusonstocks @chipsandwafers @notesonthenoise @adamomancino @akinatorassets @stoic_investr @globalmarketsx @dylancoles13
Top assets mentioned NVIDIA Corp. (NVDA) Microsoft Corp. (MSFT) Alphabet Inc Class A (GOOGL) Amazon.com, Inc. (AMZN) Advanced Micro Devices (AMD) Broadcom, Inc. (AVGO) Taiwan Semiconductor (TSM) Oracle Corporation (ORCL) CoreWeave, Inc. (CRWV) Apple, Inc. (AAPL) Metadium (META) Core Scientific, Inc. Common Stock (CORZ) HSBC Holdings PLC (HSBC) Cream (CRM) Now Coin (NOW) ServiceNow Inc (NOW) Marvell Technology Inc (MRVL) Dell Technologies, Inc. (DELL) Super Micro Computer, Inc. Common Stock (SMCI) Snowflake, Inc. (SNOW) KLA Corp (KLAC) Intel Corporation (INTC) Lam Research Corporation (LRCX) Applied Materials, Inc. (AMAT) Robinhood Markets, Inc. (HOOD) GitLab Inc. Class A Common Stock (GTLB) Constellation Energy Corp (CEG) Oklo Inc. (OKLO) NuScale Power Corporation (SMR) TALEN ENERGY CORP (DE) (TLN) Astera Labs, Inc. Common Stock (ALAB) Bitcoin (BTC) Accenture (ACN) Micron Technology, Inc. (MU) Morgan Stanley (MS) Cloudflare, Inc. (NET) IBM (IBM)
Top Social Posts #
Top posts by engagements in the last XX hours
"Alphabet $GOOG reported $XXXX in EPS in Q2 up XX% YoY while revenue rose XX% YoY to $XXXX billion. Search revenue rose XX% YoY to $XXXX billion while Cloud revenue accelerated X points to XX% YoY to $XXXX billion. $MSFT $AMZN"
@Beth_Kindig on X 2025-07-23 20:12:10 UTC 161K followers, 87.2K engagements
"When Nvidia $NVDA was valued at $XXX billion I stated it would become the world's most valuable companies. It's now surpassed $X trillion and counting" @Beth_Kindig on X 2025-07-18 18:53:04 UTC 161K followers, 70.1K engagements
"Robinhood $HOOD CEO Vlad Tenev said that nearly XXX% of the companys software engineers are using AI tools such as Cursor or Windsurf to write code with nearly XX% of all code being AI generated. $GOOG $AMZN $MSFT $GTLB" @Beth_Kindig on X 2025-07-23 15:40:00 UTC 161K followers, 25.9K engagements
"For our Discovery members this month we covered two nuclear stocks that are both poised to benefit from long-term growth in AI data center power demand. $OKLO $SMR $NNE $CEG $TLN" @Beth_Kindig on X 2025-07-26 16:17:50 UTC 161K followers, 18K engagements
"OpenAI said that its 4.5GW Stargate expansion with Oracle $ORCL brings the project to more than 5GW under development and is expected to house more than X million GPUs. $NVDA $MSFT" @Beth_Kindig on X 2025-07-22 14:21:36 UTC 161K followers, 31.1K engagements
"CoreWeave $CRWV says the $CORZ deal will add XXX GW of power to its footprint with X GW+ available for future expansion. $NVDA" @Beth_Kindig on X 2025-07-07 12:47:16 UTC 161K followers, 29.2K engagements
"In the dog eat dog world of Wall Street I want to give props to Charles @cvpayne for not letting other people steal my thunder. Thanks for the shoutout on $ALAB and for giving me so much air time on $NVDA these past few years" @Beth_Kindig on X 2025-07-25 20:24:28 UTC 161K followers, 48.5K engagements
"HSBC last week upgraded $AMD to Buy and doubled its price target to $XXX saying that it expects the MI355 GPUs to command a $25K ASP up materially from prior assumptions for $15K potentially driving upside to FY26 AI revenue" @Beth_Kindig on X 2025-07-17 20:51:28 UTC 161K followers, 51.4K engagements
"TSMC $TSM CEO C.C. Wei on US demand and accelerating Arizona fab construction: We're seeing strong interest from our leading US customers and are working on speeding up the volume production schedule by several quarters to support their need. $NVDA $AMD $AVGO $AAPL" @Beth_Kindig on X 2025-07-24 22:02:54 UTC 161K followers, 28.9K engagements
"xAI has 230K GPUs with 30K $NVDA GB200s operational in its Colossus X supercluster for training Grok. At Colossus X Musk announced that the first batch of 550K $NVDA GB200s and GB300s will start going online in a few weeks" @Beth_Kindig on X 2025-07-23 12:37:53 UTC 161K followers, 52K engagements
"Global AI server shipments are forecast to rise XXXX% YoY in 2025 per TrendForce on continued demand from hyperscalers and OEMs. $NVDA $AMD $AVGO $DELL $SMCI" @Beth_Kindig on X 2025-07-20 16:07:06 UTC 161K followers, 36.5K engagements
"TSMC $TSM guided for Q3 revenue of $31.8-$33.0B ahead of consensus at $31.8B and pointing to growth of XXXX% YoY at midpoint. For 2025 TSMC raised its revenue growth guidance from the mid-20% range to "close to 30%" benefitting from robust AI demand. $NVDA $AMD $AVGO $AAPL" @Beth_Kindig on X 2025-07-17 14:31:57 UTC 161K followers, 29.6K engagements
"While Dell $DELL and others have likely started early production of Nvidias $NVDA Blackwell Ultra systems larger scale shipments of the GB300 NVL72 are expected to ramp in September. $SMCI $AMD $CRWV" @Beth_Kindig on X 2025-07-23 16:57:41 UTC 161K followers, 24K engagements
"Anthropic is said to be in early talks with investors to raise funding at a $100B+ valuation up from its last valuation of $61.5B from its $3.5B raise in March. $AMZN $GOOG $MSFT $NVDA" @Beth_Kindig on X 2025-07-22 21:25:39 UTC 161K followers, 26.5K engagements
"HSBC says that they believe XX% of CoreWeave's $CRWV revenue will be devoted to maintenance capex by 2030 onwards due to aging GPUs impacting free cash flow and long-term EPS. $NVDA $CORZ" @Beth_Kindig on X 2025-07-25 16:51:00 UTC 161K followers, 24.9K engagements
"Out of Big Tech Oracle $ORCL went from spending the least capex to revenue at just X% in early 2022 to now XX% of revenue in fiscal 2025. $MSFT $GOOG $AMZN $META $NVDA" @Beth_Kindig on X 2025-07-25 17:13:00 UTC 161K followers, 19.9K engagements
"ServiceNow's $NOW RPO grew XX% YoY to $XXXX billion accelerating from XX% in Q1 while current RPO rose XXXX% YoY to $XXXXX billion. $NOW also guided for Q3 subscription growth of 20-20.5% YoY to $3.26-3.265B. $CRM $AMZN $GOOG" @Beth_Kindig on X 2025-07-23 21:53:57 UTC 161K followers, 25.3K engagements
"TSMC $TSM reported XXXX% YoY revenue growth in June to NT$263.7 billion. This brought its Q2 revenue to approx. NT$934 billion ($32 billion) up XX% YoY and ahead of expectations for NT$928 billion per Bloomberg. $NVDA $AMD $AAPL $AVGO" @Beth_Kindig on X 2025-07-10 20:09:32 UTC 161K followers, 62.8K engagements
"Broadcom $AVGO last week launched its Tomahawk Ultra networking chip built on TSMCs $TSM 5nm node offering ultra-low 250ns latency at 51.2T throughput. Broadcom says the switch can link together 4x as many chips as Nvidias $NVDA NVLink Switch" @Beth_Kindig on X 2025-07-24 16:08:19 UTC 161K followers, 38.5K engagements
"I just dropped my Top XX List of AI Stocks -- this list ranks the companies I believe will define the next year and whose fundamentals are on fire. The XX page report is for premium members link below" @Beth_Kindig on X 2025-07-24 20:06:39 UTC 161K followers, 39.6K engagements
"Marvell $MRVL is adopting TSMCs $TSM 2nm process and silicon photonics tech to advance development of its next-gen custom AI accelerators and boost signal processing speeds. $AVGO $AMD $NVDA" @Beth_Kindig on X 2025-07-25 16:30:55 UTC 161K followers, 24.6K engagements
"Alphabet $GOOG is expected to report XXXX% growth in EPS to $XXXX in Q2 with revenue rising XXXX% to $XX billion. Cloud growth is expected to be XX% YoY while Search ads are expected to grow X% YoY. $AMZN $MSFT $GOOGL" @Beth_Kindig on X 2025-07-23 15:59:50 UTC 161K followers, 29.9K engagements
"Cryptos total market capitalization recently surpassed $X trillion fueled by an altcoin rally and friendly regulatory policy. Bitcoin $BTC accounts for about XX% of the entire crypto market" @Beth_Kindig on X 2025-07-24 20:58:38 UTC 161K followers, 15.3K engagements
"Microsoft $MSFT and Accenture $ACN are partnering to develop advanced cybersecurity tools powered by genAI focusing on security operation centers identity and access management and automating AI and data security" @Beth_Kindig on X 2025-07-15 21:51:00 UTC 161K followers, 13.6K engagements
"Nvidia $NVDA is reportedly aiming to procure 600-800K SOCAMM memory modules for its upcoming GB300 chip with Micron $MU and SK Hynix said to be producing the modules for the platform" @Beth_Kindig on X 2025-07-26 16:18:16 UTC 161K followers, 53.4K engagements
"I recently joined @cvpayne to discuss the rapid growth were seeing in the AI inference market and which AI stock I believe could outpace Nvidias $NVDA returns over the next 2-3 years" @Beth_Kindig on X 2025-07-16 00:58:10 UTC 161K followers, 37.3K engagements
"Amazons $AMZN AWS could generate $XXX billion in revenue from Anthropic in 2025 per Morgan Stanley with revenue forecast to grow to nearly $X billion in 2026 and $XXX billion by 2027. $MSFT $GOOG $META $ORCL" @Beth_Kindig on X 2025-07-18 14:50:05 UTC 161K followers, 74K engagements
"HSBC estimates that Broadcoms $AVGO ASIC revenue could rise as much as XXX% YoY next year to $XXXX billion fueled by Googles $GOOG TPU ramp driving a XX% YoY increase in ASIC ASPs" @Beth_Kindig on X 2025-07-19 15:54:03 UTC 161K followers, 66.4K engagements
"TensorWave says it has launched the largest AMD-based GPU cluster in North America featuring 8192 of its MI325X GPUs offering XX exaFLOPS of performance. $AMD $NVDA" @Beth_Kindig on X 2025-07-22 21:49:09 UTC 161K followers, 35.5K engagements
"ServiceNow $NOW reported revenue of $XXXX billion up XXXX% while adjusted EPS of $XXXX beat estimates for $XXXX. Now Assist is "firmly on track" to reach its $X billion ACV target by 2026. $CRM $MSFT $AMZN $GOOG" @Beth_Kindig on X 2025-07-23 20:35:52 UTC 161K followers, 43.1K engagements
"Inference is expected to see its share of cloud workloads rise quickly over the next two years from an estimated XX% in 2025 to XX% by 2027. $NVDA $AMD $NET $MSFT $GOOG $AMZN" @Beth_Kindig on X 2025-07-19 18:22:39 UTC 161K followers, 46.3K engagements
"BofA sees Microsoft Azure potentially growing XXXX% YoY with XX point contribution from AI in its upcoming earnings report with rising Copilot adoption. $MSFT $GOOG $AMZN $NVDA" @Beth_Kindig on X 2025-07-27 15:00:01 UTC 161K followers, 5209 engagements
"Google Cloud $GOOG operating margin expanded significantly in Q2 up more than X points YoY to XXXX% as operating income rose more than XXX% to $2.83B. $MSFT $AMZN" @Beth_Kindig on X 2025-07-23 20:16:48 UTC 161K followers, 45.8K engagements
"AI chip startup Groq has launched its first European hub in Helsinki Finland in partnership with Equinix expanding internationally as inference demand surges. $NVDA $AMD $AVGO" @Beth_Kindig on X 2025-07-10 19:40:08 UTC 161K followers, 15.7K engagements
"AI is projected to send electricity demand soaring: Wells Fargo estimates AI power demand could rise from 8TWh in 2024 to XXX TWh by 2030. What are your favorite AI power consumption plays" @Beth_Kindig on X 2024-06-01 21:40:05 UTC 161K followers, 469.6K engagements
"Only a few years ago in 2021 it was popular belief that Nvidia $NVDA would struggle to overcome Ethereum's merge to proof of stake causing a XX% drop in the stock around that time. Today Nvidia is worth more than the entire crypto market" @Beth_Kindig on X 2025-07-22 22:17:06 UTC 161K followers, 37K engagements
"AI is being used increasingly more in coding at Big Tech firms and helping accelerate launch times for new products with AI said to be assisting in XX% of coding at Google $GOOG and XX% at Microsoft $MSFT" @Beth_Kindig on X 2025-07-20 14:32:35 UTC 161K followers, 32K engagements
"Global data center power demand to rise at a XX% CAGR from 2023 to 2028 accelerating from a XX% CAGR. Generative AI is a primary driver with power demand expected to grow at a XX% CAGR per BCG. $NVDA $MSFT $GOOG $AMZN $META" @Beth_Kindig on X 2025-07-15 21:29:42 UTC 161K followers, 26K engagements
"IBM $IBM CEO Arvind Krishna: "Our generative AI book of business continues to accelerate and now stands at more than $XXX billion." This is up from $X billion in Q1" @Beth_Kindig on X 2025-07-23 21:55:54 UTC 161K followers, 19.2K engagements
"JP Morgan believes that Broadcom $AVGO could potentially tape out its first next-gen accelerators this year for two prospective clients believing they could be OpenAI and SoftBank/Arm $ARM. JPM also sees incremental inference demand driving Broadcoms 2027 SAM forecast higher" @Beth_Kindig on X 2025-07-16 15:48:52 UTC 161K followers, 35.2K engagements
"Uber $UBER and Baidu $BIDU recently partnered to launch robotaxis on Uber's platform with the first vehicles expected to be available in Asia and the Middle East later this year with future rollouts in Europe and Oceania. $TSLA $PONY $WRD $GOOG" @Beth_Kindig on X 2025-07-18 20:08:44 UTC 161K followers, 23.6K engagements
"Nvidia $NVDA and Snowflake $SNOW in LLM startup Reka AI's $110M funding round valuing the firm at more than $1B" @Beth_Kindig on X 2025-07-22 17:00:56 UTC 161K followers, 27.1K engagements
"Nvidia $NVDA versus AMD $AMD -- not in terms of market share. Rather which one has the highest returns by 2028 over a 3-year period" @Beth_Kindig on X 2025-06-18 15:15:40 UTC 161K followers, 100.4K engagements
"ServiceNow $NOW is expected to report XXXX% earnings growth to $XXXX in Q2 with revenue rising XXXX% to $XXXX billion. ServiceNow's Now Assist ACV contribution is expected to reach $1B by the end of 2026 up from $250M in May. $GOOG $AMZN $MSFT $CRM" @Beth_Kindig on X 2025-07-23 18:51:40 UTC 161K followers, 26.6K engagements
"Global data created is forecast to nearly double from XXX zettabytes in 2024 to XXX zettabytes by 2027 driven by increased AI consumption. This is nearly 9x growth in less than a decade from XX ZB in 2018. $MSFT $GOOG $AMZN $SNOW $NVDA" @Beth_Kindig on X 2025-07-21 17:57:08 UTC 161K followers, 23.2K engagements
"Once left behind in the cloud era Oracle $ORCL is finding its way into the AI spotlight forecasting XX% IaaS growth next year. But can this long-forgotten giant really compete with the Big X in the AI race to become a $X trillion company" @Beth_Kindig on X 2025-07-18 17:09:22 UTC 161K followers, 27K engagements
"Based on Metas $META newest data center plans for up to XX GW of capacity coming online across four facilities Jefferies estimates the total revenue opportunity to Nvidia $NVDA from these plans at $250B" @Beth_Kindig on X 2025-07-26 21:12:17 UTC 161K followers, 48.4K engagements
"Citi recently raised its 2028 AI compute TAM by nearly XX% to $XXX billion seeing stronger sovereign AI demand especially for Nvidia $NVDA. Citi noted that participants at Nvidias recent Generative AI conference laid out possible benchmarks of 10000 GPUs per 100000 employees for large companies or governments. $AMD $AVGO $MRVL" @Beth_Kindig on X 2025-07-20 20:35:50 UTC 161K followers, 78.3K engagements
"Nvidias $NVDA CoWoS allocation in 2026 is estimated to be between 450K to 640K wafers depending on TSMCs $TSM capacity up from 375K in 2025. $AVGO $AMD" @Beth_Kindig on X 2025-07-19 21:31:49 UTC 161K followers, 45.3K engagements
"Alphabet $GOOG capex was $XXXXX billion in Q2 up XX% YoY accelerating from XX% growth in Q1. Alphabet also boosted its capex forecast for 2025 from $XX billion to $XX billion. $AMZN $MSFT $NVDA $AVGO" @Beth_Kindig on X 2025-07-23 20:24:39 UTC 161K followers, 61.2K engagements
"ASML $ASML reported Q2 revenue of 7.7B ahead of estimates for 7.54B while bookings of 5.44B also beat estimates of 4.8B per Bloomberg. However for Q3 ASML guided for 7.4-7.9B in revenue below consensus of 8.2B. $INTC $TSM $KLAC $LRCX $AMAT" @Beth_Kindig on X 2025-07-16 12:33:09 UTC 161K followers, 25.7K engagements
"For 2026 ASML $ASML CEO Christophe Fouquet said that "while we still prepare for growth in 2026 we cannot confirm it at this stage." $INTC $TSM $KLAC $LRCX $AMAT" @Beth_Kindig on X 2025-07-16 12:50:00 UTC 161K followers, 16.9K engagements
"CoreWeave $CRWV announced plans to raise $1.5B in senior debt in part to refinance existing debt and help its expansion plans. The deal is expected to price on Tuesday. $NVDA $NBIS $CORZ" @Beth_Kindig on X 2025-07-21 19:43:56 UTC 161K followers, 40.6K engagements
"Oppenheimer named Nvidia $NVDA Broadcom $AVGO Marvell $MRVL and Monolithic Power $MPWR its top picks in semis saying: Against a noisy macro/tariff backdrop we view AI as the best/safest growth vector" @Beth_Kindig on X 2025-04-22 16:43:49 UTC 161K followers, 37.1K engagements
"OpenAI is working to integrate a payment checkout system into ChatGPT and any merchants fulfilling orders via the checkout system will pay a commission to OpenAI. $MSFT $AMZN $GOOG" @Beth_Kindig on X 2025-07-23 15:20:08 UTC 161K followers, 24.5K engagements
"TSMC $TSM is ultimately aiming to shift XX% of its 2nm manufacturing to the US though the timeline for when all of its advanced fabs in Arizona will be ready for volume production remains vague. $NVDA $AMD $AVGO $AAPL" @Beth_Kindig on X 2025-07-27 14:06:28 UTC 161K followers, 9166 engagements