@DynamicMoats Dynamicmoats

Dynamicmoats posts on X about ai, market, biz, liquidity the most. They currently have [------] followers and [---] posts still getting attention that total [-------] engagements in the last [--] hours.

Engagements: [-------] #

[--] Week [-----] -22%
[--] Month [------] +59%
[--] Months [-------] -71%
[--] Year [---------] +66%

Mentions: [--] #

[--] Week [--] +13%
[--] Month [--] +136%
[--] Months [---] +41%
[--] Year [---] +25%

Followers: [------] #

[--] Week [------] -0.02%
[--] Month [------] +0.35%
[--] Months [------] +3.20%
[--] Year [------] +9.80%

CreatorRank: [---------] #

Social Influence

Social category influence stocks 26.62% technology brands 19.42% finance 19.42% countries 7.19% financial services 2.88% currencies 2.16% celebrities 2.16% cryptocurrencies 1.44% exchanges 1.44% automotive brands 1.44%

Social topic influence ai 12.23%, market 10.07%, biz 5.76%, liquidity 5.04%, in the 4.32%, $ltmc 4.32%, italy 4.32%, gaming 3.6%, share 2.88%, $dkng 2.88%

Top accounts mentioned or mentioned by @idlelightkeeper @evrgn11112231 @inpractise @lakrixx @mandersson9 @repentantalloc1 @blondesnmoney @gscapsf @scuttleblurb @stratechery @pythiar @cap1talcap1tal @lowalphahighvol @wallstcynic @troycards022891 @jerrycap @contrariancurse @michaeljburry @mercury @anthropicai

Top assets mentioned DraftKings Inc. Class A Common Stock (DKNG) NVIDIA Corp. (NVDA) Alphabet Inc Class A (GOOGL) Metadium (META) Sandisk Corporation (SNDK) S&P Global Inc (SPGI) Modine Manufacturing Co (MOD) Carvana Co. (CVNA) KKR & Co, Inc. (KKR) Blackstone, Inc. (BX) The GEO Group, Inc. (GEO) Apollo Global Management, Inc. (APO) Blue Owl Capital, Inc. (OWL) Evotec SE (EVO) AppLovin Corporation (APP) CME Group Inc (CME) Cadence Design Systems Inc (CDNS) Synopsys, Inc. (SNPS) SAP SE (SAP) Now Coin (NOW) Exponent Inc (EXPO) Quanta Services Inc (PWR) MasTec, Inc. (MTZ) Primoris Services Corporation (PRIM) Everus Construction Group, Inc. (ECG) MYR Group, Inc. (MYRG) Centuri Holdings, Inc. (CTRI) Legence Corp (LGN) Flutter Entertainment plc (FLUT)

Top Social Posts

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

"@_inpractise The diff is brand recognition and share IMO. Players know $EVOs brands and are taken into evos lobby. B2C operators in checks say its a traffic generator. Problem with an OSB provider is it has no brand visibility and B2C in checks have said there are lots of providers"
X Link 2021-08-05T12:30Z 11.7K followers, [--] engagements

"$EVOs competitive advantage: Higher number of concurrent players superior customer experience given bigger bonuses/jackpots @Lakrixx @mandersson9 Yeah we are testing at 11k today planning to up it to 15k in due time. @Lakrixx @mandersson9 Yeah we are testing at 11k today planning to up it to 15k in due time"
X Link 2021-11-02T12:39Z 11.7K followers, [--] engagements

"The senior most tranche is only an A+ for now. Diversified pool of stakes diversifies risk. Through further optimization and gaming the system will we see AAA in the future"
X Link 2022-11-27T16:35Z 11.7K followers, [--] engagements

"Momentum thematic basket macro traders Time to buy $SAP $CDNS $SNPS $NOW"
X Link 2026-02-04T13:02Z 11.7K followers, [----] engagements

"Serious question why does $EXPO still trade at 35x P/E with no growth and why did it escape the software armageddon"
X Link 2026-02-05T13:39Z 11.7K followers, [----] engagements

"Buy transmission and distribution contractors $PWR $MTZ $PRIM $ECG $MYRG $CTRI"
X Link 2026-02-09T01:33Z 11.7K followers, [----] engagements

"Backlog and revenue acceleration $LGN"
X Link 2026-01-14T16:54Z 11.7K followers, [----] engagements

"1/n Lottomatica $LTMC is the $DKNG of Italy and is a World Cup [----] beneficiary. Market leader taking share in a fast growing industry 70% upside over the next [--] months with very little downside Have a company trading for single digit earnings multiple thats going to grow EPS at a 20% cagr thru [----]. High quality biz. Feels extremely good. Underfollowed completely misunderstood good liquidity 1bn mkt cap. Anyone interested in a small writeup Have a company trading for single digit earnings multiple thats going to grow EPS at a 20% cagr thru [----]. High quality biz. Feels extremely good."
X Link 2026-01-28T12:49Z 11.7K followers, [----] engagements

"5/n Why now Revenue will accelerate in [----] due to a) easy comps b) big sports events like the World Cup Olympics c) new licensing regime which went into effect in Nov [----] that now has only [--] licenses vs. the previous [---]. Furthermore the Apollo PE overhang is over as theyve sold. a/ 2H25 saw industry GGR deceleration because of tough comps from Euro [----] and customer-friendly sports betting results that negatively impacted industry GGR. In reality the long term structural trends still highly intact. b/ The World Cup will be especially impactful for $LTMC because Italians LOVE betting on"
X Link 2026-01-28T12:52Z 11.7K followers, [---] engagements

"6/n Stable regulatory regime The tax regime has been stable. License periods are long (9 years starting in 2026) and high regulatory fees raise the barrier against new entrants. The market continues to consolidate to the benefit of $LTMC and $FLUT"
X Link 2026-01-28T12:53Z 11.7K followers, [---] engagements

"7/n Valuation FCF growth will be 20%+ over the next few years they are buying back shares (5% of market cap in Q4) aiming to do at least 5% in [----]. They will probably increase the buyback this year. Valuation is 9x [----] FCF which is too cheap for multi-year 20%+ FCF grower"
X Link 2026-01-28T12:53Z 11.7K followers, [---] engagements

"AI disrupting football scouting too"
X Link 2026-02-09T00:51Z 11.7K followers, [----] engagements

"@repentantalloc1 what have the returns been like"
X Link 2026-02-10T09:28Z 11.7K followers, [--] engagements

"How you should daytrade meme stocks/altcoins This is the reason why pro-gamers play with their face very close to their monitor https://t.co/kLG3zOBYYG This is the reason why pro-gamers play with their face very close to their monitor https://t.co/kLG3zOBYYG"
X Link 2026-02-10T21:09Z 11.7K followers, [----] engagements

"Italy's online gaming January data show acceleration December [----] and January [----] had the toughest comps acceleration should continue over the next few months into the World Cup $LTMC 1/n Lottomatica $LTMC is the $DKNG of Italy and is a World Cup [----] beneficiary. Market leader taking share in a fast growing industry 70% upside over the next [--] months with very little downside https://t.co/AkIo2iAU80 1/n Lottomatica $LTMC is the $DKNG of Italy and is a World Cup [----] beneficiary. Market leader taking share in a fast growing industry 70% upside over the next [--] months with very little"
X Link 2026-02-11T17:40Z 11.7K followers, [----] engagements

"Capiq doesnt even have this. Short $SPGI to zero Ratings be damned Great new google finance feature BTW - live transcripts https://t.co/wYF96Gk8h1 Great new google finance feature BTW - live transcripts https://t.co/wYF96Gk8h1"
X Link 2026-02-12T04:42Z 11.7K followers, [----] engagements

"@blondesnmoney They would say one month doesnt mean anything and point to their [--] year [--] year and [--] year tracks"
X Link 2026-02-12T05:11Z 11.7K followers, [---] engagements

"Some perspectives for HF analyst pay https://www.wsj.com/articles/on-wall-street-lawyers-make-more-than-bankers-now-ae8070a7st=tb7dyy2yl6wn9wl&reflink=mobilewebshare_permalink https://www.wsj.com/articles/on-wall-street-lawyers-make-more-than-bankers-now-ae8070a7st=tb7dyy2yl6wn9wl&reflink=mobilewebshare_permalink"
X Link 2023-07-22T14:50Z 11.7K followers, 21.5K engagements

"@GS_CapSF So center book is massively short nvda got it"
X Link 2023-07-31T15:13Z 11.7K followers, [----] engagements

"Since '04 Pershing Square has returned 19x (16% CAGR) vs. 5.6x for $IEP (9.2%) and 5.8x for the S&P [---] (9.4%) Since PSH NA's launched in '14: 65% vs. -33% for IEP Since '87 IEP has returned 15.2x (7.8% CAGR) vs. the S&P [---] of 31.7x (10.1%) Investing is a tough game"
X Link 2023-08-05T15:12Z 11.7K followers, 11K engagements

"$MOD's AI datacenter cooling biz grew 124% last Q seeing potential orders from more hyperscale customers growth in NA is in early days. EV thermal management biz is growing 30%+. EBITDA margins are 13% on their way to high teens. New mgmt executing well. 12-13x this FY P/E"
X Link 2023-08-10T15:01Z 11.7K followers, 27.3K engagements

"How pricing in the offline acquiring market trended in the early 2000s is a helpful case study for where online acquiring will go in the medium to long term The offline acquiring stocks still generated strong returns earlier in the decade given 1) there was still white space as carded transactions took share (volume) 2) smaller players donated share (volume) 3) M&A that yielded cost leverage 4) low starting valuations Given the greater transparency of pricing in online acquiring I'd think the pricing pressure happens more quickly for online payment acquiring. Saw this chart from @scuttleblurb"
X Link 2023-08-18T12:59Z 11.7K followers, [----] engagements

"@stratechery $AMZN relaunches Amazon Shipping. 3P sellers selling outside of $AMZN can now use AMZN's logistics network. More operating leverage coming"
X Link 2023-08-22T15:43Z 11.7K followers, [----] engagements

"Gavin Baker has a rare combo of public market skills (LT investing ST trading portfolio/risk mgmt market cycle awareness) private market skills (relationship building deal sourcing/structuring) business building skills (brand building team dev communication story telling) & deep/differentiated tech knowledge and insights. Impressive he can be good on multi fronts + have the time to play video games and have a family"
X Link 2024-02-05T15:49Z 11.7K followers, 41.6K engagements

"$MOD is a 10x in [---] years Had earnings and a low P/E the entire time Value investing still works though its harder than 15-20 years ago $MOD's AI datacenter cooling biz grew 124% last Q seeing potential orders from more hyperscale customers growth in NA is in early days. EV thermal management biz is growing 30%+. EBITDA margins are 13% on their way to high teens. New mgmt executing well. 12-13x this FY P/E. $MOD's AI datacenter cooling biz grew 124% last Q seeing potential orders from more hyperscale customers growth in NA is in early days. EV thermal management biz is growing 30%+. EBITDA"
X Link 2024-02-27T17:08Z 11.7K followers, [----] engagements

"$GOOG TPU ASP: $7k 60% GM $AMD MI300 ASP: $15k 64% GM $NVDA A100 ASP: $12k 82% GM H100 ASP: $21k 87% GM B100 ASP: $38k ASP 85% GM"
X Link 2024-03-19T15:35Z 11.7K followers, 16.9K engagements

"@PythiaR Its truly insane Compounding at that scale in an almost riskless way"
X Link 2024-05-04T06:39Z 11.7K followers, 14.5K engagements

"Found a company trading for single digit earnings multiple thats going to grow EPS at a 30% cagr thru [----]. High quality biz. Feels extremely good. Underfollowed completely misunderstood good liquidity 1bn mkt cap. Anyone interested in a small writeup"
X Link 2024-06-27T13:18Z 11.7K followers, 51K engagements

"$PDD: Single digit P/E for a fast profitable secular grower capturing share across the world China business (100% of profits today) continues to take share. Core revenue can probably grow 35%+ this year with net income growing faster. Temu GMV continues to grow triple digits according to many data sources driven by geo expanion and attractive retention metrics. The business can likely reach breakeven later this year and likely offers significant tailwinds for profitability growth over the next few years. The biz model is evolving nicely from fully entrusted (fulfillment by PDD) to semi"
X Link 2024-06-28T12:59Z 11.7K followers, 10.3K engagements

"Sosin has compounded 30% (gross returns) over [--] years running real money Honest to God. How many people owe Cliff Sosin an apology on Carvana $CVNA Honest to God. How many people owe Cliff Sosin an apology on Carvana $CVNA"
X Link 2024-11-01T01:20Z 11.7K followers, 34.2K engagements

"The tiny Harris win margins in core blue states are wild especially when compared with previous elections"
X Link 2024-11-06T12:11Z 11.7K followers, [----] engagements

"Before dumping on Ted do these things first 1) compound at 20%+ net of HF fees at scale for 10+ years 2) turn $70k into $260m+ in [--] years without inflows"
X Link 2024-11-15T13:35Z 11.7K followers, 64.2K engagements

"Journey of every investor H/T @Cap1talCap1tal"
X Link 2024-11-22T03:02Z 11.7K followers, 15.8K engagements

"$BX (and $KKR to an extent) is just miles ahead in terms of alts brand building with their social media presence coverage in traditional media BX university etc. BX is pushing more of a 2C approach to marketing. One of the reasons why they continue to be ahead in the HNW/retail channel What is blackstone doing https://t.co/EWgxQ2RWzE What is blackstone doing https://t.co/EWgxQ2RWzE"
X Link 2024-11-25T01:07Z 11.7K followers, [----] engagements

"Basic Fit Vistry Just Eat Auto1 Additions: Altice Liberty Global CDON Metro Bank Alphawave Entain Melrose What other European stocks with heavy US investor involvement and "US analogue at a cheaper multiple" have been bad investments"
X Link 2024-12-26T14:12Z 11.7K followers, 18.2K engagements

"Hedge funds are back"
X Link 2025-01-08T01:56Z 11.7K followers, 70.4K engagements

"Heroic returns require frequent near death experiences No details on specific accounts % etc. Intrigue continues. 2020: "In a span of five days BlueCrest lost over $850 million out of a cash reserve of about $1 billion according to the court document." 2021: "The firm lost nearly $500 million in a very short period of time. Had it lost the same again the fund would have been insolvent.""
X Link 2025-01-08T22:41Z 11.7K followers, 108.4K engagements

"Altimeter's [----] and [----] public equities net returns"
X Link 2025-02-07T15:42Z 11.7K followers, 650.2K engagements

"Citadel/MLP/Point72/a select few are the LVMH/Chanel/Hermes of the MM HF industry that can potentially still deliver value to LPs despite flexing pricing power with higher passthrough fees The rest trying to flex pricing power might end up like Michael Kors and Burberry"
X Link 2025-02-11T15:00Z 11.7K followers, 37.7K engagements

"People still buy the Brookfield complex perpetual REITs perpetual PE vehicles etc. This is a very clever way to sell the 1.5%"
X Link 2025-02-19T14:53Z 11.7K followers, 17.4K engagements

"The market needs to to take Trump literally and seriously Tariffs and immigration are his top priorities What chart will he hold up next $GEO"
X Link 2025-04-03T15:47Z 11.7K followers, 35.1K engagements

"Trump and tariffs are as inseparable as Bill Ackman and high profile publicity. Incredibly successful people dont change fundamental beliefs theyve held for decades especially when those beliefs contributed to their successes and when they have free reins to implement those beliefs. The ultimate effects are subject to debate. But the policy direction is clear. Trumps immigration policy is next. Will delete if wrong if [--] yr hits 3% they refi debt market 🚀 and it turns out its 5D chess The market needs to to take Trump literally and seriously Tariffs and immigration are his top priorities"
X Link 2025-04-04T01:51Z 11.7K followers, 31K engagements

"In these unprecedented times foreign governments' words are likely more accurate regarding the progress/status of various American international policies Worth listening to"
X Link 2025-04-19T17:24Z 11.7K followers, 26.8K engagements

"Seems like China has a few cards"
X Link 2025-04-24T04:31Z 11.7K followers, 19.4K engagements

"Buffett compounded investor capital for a cumulative 7-8 bn % return if we add in his HF days Grew a company from $40m to $1 trillion Almost hitting a century of life with high integrity throughout Created a religion around investing Too bad his Sharpe ratio was only .8 5502284% https://t.co/GJfB359pk0 5502284% https://t.co/GJfB359pk0"
X Link 2025-05-03T18:37Z 11.7K followers, 30K engagements

"Pretty funny exchange between Hohn and EQT CEO Sinding Hohn talks down on private companies Sinding (being a private markets CEO) argues back (gracefully) and Hohn just continues talking down Sinding tries to ask a leading question to trap Hohn Hohn just continues Man takes no prisoners"
X Link 2025-05-05T16:37Z 11.7K followers, 56.1K engagements

"Enterprise AI hitting the s-curve"
X Link 2025-05-12T17:46Z 11.7K followers, 46.4K engagements

"Golden age of alts is here Over the next decade stocks of alt managers will once again outperform the underlying funds WSJ: SEC Chair Signals Investor Access to Private Markets Could Soon Broaden $BX $KKR $APO $OWL https://t.co/1JlKUdu0Jh WSJ: SEC Chair Signals Investor Access to Private Markets Could Soon Broaden $BX $KKR $APO $OWL https://t.co/1JlKUdu0Jh"
X Link 2025-05-20T05:21Z 11.7K followers, 22.8K engagements

"No alpha in large caps GE + GEV + GEHC have a combined cap of 425B today GE as a whole in Q4 [--] had a market cap of 40B Generational returns in industrials large cap special sit etc etc etc H/t @IdleLightkeeper"
X Link 2025-06-02T14:39Z 11.7K followers, 39.2K engagements

"What's the equivalent company today When Goldman Sachs initiated on NVIDIA in [----] there was general amazement that any semiconductor company could actually grow revenues sustainably https://t.co/YqUI8A1DrY When Goldman Sachs initiated on NVIDIA in [----] there was general amazement that any semiconductor company could actually grow revenues sustainably https://t.co/YqUI8A1DrY"
X Link 2025-06-03T14:10Z 11.7K followers, 62.4K engagements

"Have a company trading for single digit earnings multiple thats going to grow EPS at a 20% cagr thru [----]. High quality biz. Feels extremely good. Underfollowed completely misunderstood good liquidity 1bn mkt cap. Anyone interested in a small writeup"
X Link 2026-01-27T13:34Z 11.7K followers, 18.1K engagements

"Interesting that Paypal was early to merchant site BNPL but turned credit focus to the consumer wallet. Created vacuum for BNPL merchant site opportunities. $PYPL $APT.AX $APT"
X Link 2020-10-29T06:04Z 11.7K followers, [--] engagements

"Latest US aggregator food delivery stats. $DASH $UBER $TKWY $JET"
X Link 2021-05-15T15:10Z 11.7K followers, [--] engagements

"Tiger cub life. Few"
X Link 2022-02-10T16:08Z 11.7K followers, [----] engagements

"@LowAlphaHighVol Read losing the signal and referred to the stock price at each point in the book. Had the same takeaway"
X Link 2022-07-25T04:20Z 11.7K followers, [--] engagements

"Always find it odd when good investors have extreme partisan political views"
X Link 2022-08-12T00:23Z 11.7K followers, [--] engagements

"Buyers of CFOs benefit from lower capital charges Dj vu with CDOs and banks prior to GFC"
X Link 2022-11-27T17:11Z 11.7K followers, [--] engagements

"The power of distribution features"
X Link 2023-01-23T23:47Z 11.7K followers, 195.6K engagements

"Zuck is going to pull it off in [--] years"
X Link 2023-01-23T23:48Z 11.7K followers, [----] engagements

"$SHOP "AMZN is working on a cart solution which could be launched as early as June""
X Link 2023-03-23T07:15Z 11.7K followers, [----] engagements

"$EVO s game integrity efforts"
X Link 2023-04-06T11:48Z 11.7K followers, 35.8K engagements

"The whole avoid capital intensive businesses during periods of high inflation thing really applies to these fiber conversion telco players. Capex just keep getting revised higher"
X Link 2023-07-17T04:10Z 11.7K followers, [----] engagements

"Datacenter demand $DLR $DBRG $EQIX @WallStCynic"
X Link 2023-07-25T12:53Z 11.7K followers, 20.5K engagements

"CoWoS has [--] steps. TSMC will likely keep [--] steps with potential outsourcing to OSATs for #3. OSAT rev/H100 chip potential of $30-50 at 25-30% GM. Best case [--] digit rev potential Doesn't move the needle on E. But the multiples can go anywhere given "AI". $3711.TW $AMKR"
X Link 2023-07-26T15:30Z 11.7K followers, [----] engagements

"Value investing: $NVDA was trading at 10x nine month forward earnings after chatgpt was released Humbling"
X Link 2023-08-24T11:22Z 11.7K followers, [----] engagements

"RBC's $CVNA note had a "what the bulls liked" and a "what the bears liked" section. What the bears liked section was blank"
X Link 2024-05-02T11:47Z 11.7K followers, 39.7K engagements

"When do the Citadel funds become internal capital only like Medallion https://www.bloomberg.com/news/articles/2024-10-17/citadel-staff-s-fund-stake-triples-to-9-billion-in-four-years https://www.bloomberg.com/news/articles/2024-10-17/citadel-staff-s-fund-stake-triples-to-9-billion-in-four-years"
X Link 2024-10-18T01:22Z 11.7K followers, 16.6K engagements

"Experimental Capitalize on dislocations caused by pods series Buy $CPRI"
X Link 2024-11-01T12:05Z 11.7K followers, 12.6K engagements

"Securitizing private credit to increase demand and overall system leverage Mortgage CDOs but for private credit on the horizon Life is a circle $ARES $APO $OWL"
X Link 2024-11-21T14:25Z 11.7K followers, [----] engagements

"Rorschach test"
X Link 2025-01-08T01:28Z 11.7K followers, [----] engagements

"$FNMA 6-7x upside in [--] years"
X Link 2025-01-16T15:04Z 11.7K followers, 109.7K engagements

"@troycards022891 more sellers than buyers at the moment"
X Link 2025-01-16T15:07Z 11.7K followers, [----] engagements

"Alpha despite underperformance is one of the core underpinnings of the agent money management industry"
X Link 2025-01-22T04:25Z 11.7K followers, 19.6K engagements

""Heard a pod blew up" series $BILL"
X Link 2025-02-08T06:34Z 11.7K followers, 72.9K engagements

"Tepper said in November he hoped the Chinese stock rally takes a breather so he can add Looks like he did https://t.co/qdUDJc6jfy https://t.co/qdUDJc6jfy"
X Link 2025-02-10T15:30Z 11.7K followers, 605.9K engagements

"Bill Ackman's returns over [--] years"
X Link 2025-02-19T14:24Z 11.7K followers, 132.5K engagements

"Justification for 1.5% mgmt fee on $HHH"
X Link 2025-02-19T14:45Z 11.7K followers, 33.2K engagements

"Always pick the right comps Comps for $PSH 1.5% fee"
X Link 2025-02-19T14:47Z 11.7K followers, 17.3K engagements

"Whats the next $RHM $1810.HK $CLS $MOD $VRT $AVGO $ROOT Bull market rally tweet. Whats the next $XPEL $SMCI $EVO $NVDA $CSU Bull market rally tweet. Whats the next $XPEL $SMCI $EVO $NVDA $CSU"
X Link 2025-03-17T13:29Z 11.7K followers, [----] engagements

"How $APP took share from $GOOG in the early days"
X Link 2025-06-04T20:28Z 11.7K followers, 14.1K engagements

"@JerryCap Doesn't account for cash drag they don't count committed capital only deployed capital"
X Link 2025-06-26T13:45Z 11.7K followers, [----] engagements

"@evrgn11112231 $ASML $BME whats your pitch for c"
X Link 2025-07-30T10:57Z 11.7K followers, [---] engagements

"It is actually different this time"
X Link 2025-07-30T15:50Z 11.7K followers, [----] engagements

"@ContrarianCurse Nvidia was 10x earnings back in 2023"
X Link 2025-08-23T23:07Z 11.7K followers, 10.9K engagements

"Bullish [----] $TSM And this is far from the end. With thousands of officers having risen through the ranks under Zhang Youxia and Liu Zhenli these individuals now recognize they are primary targets for a systemic purge. Mobile devices have been seized across ranks & all units are now on high alert And this is far from the end. With thousands of officers having risen through the ranks under Zhang Youxia and Liu Zhenli these individuals now recognize they are primary targets for a systemic purge. Mobile devices have been seized across ranks & all units are now on high alert"
X Link 2026-01-25T04:14Z 11.7K followers, [----] engagements

"$INTC Bloomberg interview with Nvidia CEO Jensen Huang on the Vera CPU Plan: "For the very first time we're going to be offering Vera CPUs. Vera is such an incredible CPU. We're going to offer Vera CPUs as a standalone part of the infrastructure. And so not only not only can you Bloomberg interview with Nvidia CEO Jensen Huang on the Vera CPU Plan: "For the very first time we're going to be offering Vera CPUs. Vera is such an incredible CPU. We're going to offer Vera CPUs as a standalone part of the infrastructure. And so not only not only can you"
X Link 2026-01-28T01:49Z 11.7K followers, [----] engagements

"$ASML No alpha in large caps"
X Link 2026-01-28T07:12Z 11.7K followers, [----] engagements

"2/n Attractive gaming market: Italy is the largest betting market in Europe. In Europe Italians have the highest propensity to wager. Italy is at an earlier part of the digital gaming penetration: Italy is at 30% vs. 57% for UK 90% for Sweden. There is a multi-year tailwind for online gaming penetration. This secular tailwind should benefit the no. [--] player $LTMC https://twitter.com/i/web/status/2016494074447229097 https://twitter.com/i/web/status/2016494074447229097"
X Link 2026-01-28T12:50Z 11.7K followers, [---] engagements

"3/n Key insight: There are real advantages as an omnichannel gaming company in Italy. Due to advertising restrictions omnichannel players have a lower CAC as they can advertise on their own properties and cross sell. This advantage has not really played out in markets like the US because a) the large offline share players (like $CZR) were late to the online market and b) the state-by-state regime changes the game. Thus in the US the disadvantage of being a subscale player vastly overshadowed the benefits of the loyalty program rolodex. https://twitter.com/i/web/status/2016494256043839720"
X Link 2026-01-28T12:51Z 11.7K followers, [---] engagements

"Memory supercycle https://x.com/TheLAPurchaser/status/2016651878541435020s=20 *TESLA'S MUSK SAYS MEMORY CHIPS BIGGER CONSTRAINT THAN AI CHIPS https://x.com/TheLAPurchaser/status/2016651878541435020s=20 *TESLA'S MUSK SAYS MEMORY CHIPS BIGGER CONSTRAINT THAN AI CHIPS"
X Link 2026-01-29T01:06Z 11.7K followers, [----] engagements

"@IdleLightkeeper "No alpha in large caps" $META"
X Link 2026-01-29T02:07Z 11.7K followers, [---] engagements

"Memory supercycle $SNDK $285A $000660 $005930 SANDISK $SNDK Q226 EARNINGS HIGHLIGHTS 🔹 Revenue: $3.025B (Est. $2.67B) 🟢; UP +61% YoY 🔹 EPS: $6.20 (Est. $3.49) 🟢; UP +404% YoY 🔹 Adj Gross Margin: 51.1%; UP +18.6 ppt YoY 🔹 Datacenter Revenue: $440M; UP +76% YoY Q3 Guide: 🔹 Revenue: $4.4B$4.8B (Est. $2.92B) 🟢 🔹 https://t.co/bnEH5eKUlg SANDISK $SNDK Q226 EARNINGS HIGHLIGHTS 🔹 Revenue: $3.025B (Est. $2.67B) 🟢; UP +61% YoY 🔹 EPS: $6.20 (Est. $3.49) 🟢; UP +404% YoY 🔹 Adj Gross Margin: 51.1%; UP +18.6 ppt YoY 🔹 Datacenter Revenue: $440M; UP +76% YoY Q3 Guide: 🔹 Revenue: $4.4B$4.8B"
X Link 2026-01-30T01:06Z 11.7K followers, [----] engagements

"Memory supercycle "Now we're looking at high 60% exabyte growth in that market for I think our customers realize this especially in the data center market. Their numbers are big what they're going to need in '26 '27 '28. We're even talking some of them about '29 and '30. They're doing their own planning the amount of exabytes they're going to need are substantial." $SNDK $285A $000660 $005930 https://twitter.com/i/web/status/2017058780123714021 https://twitter.com/i/web/status/2017058780123714021"
X Link 2026-01-30T02:14Z 11.7K followers, [---] engagements

"Have about a year before transparency into foundation model companies' unit economics and cash flows increases 10000x @michaeljburry will be feasting Good luck boys and girls As you think about bargain hunting for a $WDAY or $TEAM or $ADSK know that $3 trillion of supply of sexier tech stocks is coming within 9-10 months. https://t.co/UJC3Ys3uYT As you think about bargain hunting for a $WDAY or $TEAM or $ADSK know that $3 trillion of supply of sexier tech stocks is coming within 9-10 months. https://t.co/UJC3Ys3uYT"
X Link 2026-01-30T02:26Z 11.7K followers, [---] engagements

"Code red on all fronts Noticed a vibe shift in AI @mercury data backs it up: @AnthropicAI is now capturing more of the newly formed startups than @OpenAI (and it's accelerating) Momentum is everything in growth. what happened and why https://t.co/HsQpVIfGRP Noticed a vibe shift in AI @mercury data backs it up: @AnthropicAI is now capturing more of the newly formed startups than @OpenAI (and it's accelerating) Momentum is everything in growth. what happened and why https://t.co/HsQpVIfGRP"
X Link 2026-01-30T03:57Z 11.7K followers, [----] engagements

"@compound248 Credit funds looking at #7 for vista and thoma bravo's portfolio companies"
X Link 2026-01-30T05:36Z 11.7K followers, [---] engagements

"Mediatek is in a pretty important spot 👀 Taiwan is the epicenter of the AI revolution Jensen Huang built NVIDIAs supply chain not just with contracts but relationships from TSMC fabs to the smallest suppliers A lesson for every founder: never forget where you came from or who was there when times were tough $nvda https://t.co/W2zveq5z1L Taiwan is the epicenter of the AI revolution Jensen Huang built NVIDIAs supply chain not just with contracts but relationships from TSMC fabs to the smallest suppliers A lesson for every founder: never forget where you came from or who was there when times"
X Link 2026-02-01T19:36Z 11.7K followers, [----] engagements

"@buccocapital Hyperscalers arent tapped out on debt raises yet Middle East still want to fund the private players"
X Link 2026-02-05T00:10Z 11.7K followers, [----] engagements

"@Sleepysolcap What fundamental indicators showing chemicals and ltl are going to significant beat earnings projections"
X Link 2026-02-05T01:30Z 11.7K followers, [---] engagements

"The physical world is the biggest AI bottleneck AI hit the real economyand things broke. Alibaba's Qwen gave [--] RMB coupons; users told the AI what to buy and it matched stores placed orders triggered payment + delivery. Demand spiked into tens of millions servers crashed shops overflowed. https://t.co/SYTb7H5md8 AI hit the real economyand things broke. Alibaba's Qwen gave [--] RMB coupons; users told the AI what to buy and it matched stores placed orders triggered payment + delivery. Demand spiked into tens of millions servers crashed shops overflowed. https://t.co/SYTb7H5md8"
X Link 2026-02-13T04:37Z 11.7K followers, [----] engagements

"AI hit the real economyand things broke. Alibaba's Qwen gave [--] RMB coupons; users told the AI what to buy and it matched stores placed orders triggered payment + delivery. Demand spiked into tens of millions servers crashed shops overflowed"
X Link 2026-02-12T21:45Z 134.9K followers, 550.9K engagements

"Trump put is back 🚨 TRUMP: MARKET WILL GO HIGHER 🚨 TRUMP: MARKET WILL GO HIGHER"
X Link 2025-05-13T16:21Z 11.7K followers, [----] engagements

"🚨 TRUMP: MARKET WILL GO HIGHER"
X Link 2025-05-13T15:46Z 1.2M followers, 939.9K engagements

"Three more years of Trump put before ai capex cycle and everything turns Bondi crashes out over Epstein: "The Dow is over [-----] dollars I don't know why you're laughing. You're a great stock trader as I hear Raskin. The Dow is over [-----] right now. The S&P at almost [----] and the Nasdaq smashing records. That's what we should be talking about." https://t.co/wZVxfnaiUr Bondi crashes out over Epstein: "The Dow is over [-----] dollars I don't know why you're laughing. You're a great stock trader as I hear Raskin. The Dow is over [-----] right now. The S&P at almost [----] and the Nasdaq smashing"
X Link 2026-02-12T04:44Z 11.7K followers, [---] engagements

"Bondi crashes out over Epstein: "The Dow is over [-----] dollars I don't know why you're laughing. You're a great stock trader as I hear Raskin. The Dow is over [-----] right now. The S&P at almost [----] and the Nasdaq smashing records. That's what we should be talking about.""
X Link 2026-02-11T16:05Z 1.1M followers, 7.2M engagements

"Great new google finance feature BTW - live transcripts"
X Link 2026-02-11T21:43Z 26K followers, 204.2K engagements

"AI allows the smartest people to earn exponentially more than ever before. The more technology improves the wider the K-shape divide between elite knowledge workers and everyone else as @stevehou explains"
X Link 2026-02-12T00:58Z 15.8K followers, 38.2K engagements

"Memory supercycle 🚀 $SNDK $285A $MU $000660"
X Link 2025-10-24T03:10Z 11.7K followers, [----] engagements

"Memory supercycle What happens when [-----] hours of video content get uploaded every minute"
X Link 2026-02-10T14:26Z 11.7K followers, [---] engagements

"Memory supercycle We are excited to be the first DEX to offer Korean equity perps These markets are live at 10X leverage: $HYUNDAI $SAMSUNG $SKHYNIX and the $KRCOMP (Korean Composite) index. https://t.co/cJjt9yshDK We are excited to be the first DEX to offer Korean equity perps These markets are live at 10X leverage: $HYUNDAI $SAMSUNG $SKHYNIX and the $KRCOMP (Korean Composite) index. https://t.co/cJjt9yshDK"
X Link 2026-02-12T01:10Z 11.7K followers, [---] engagements

"We are excited to be the first DEX to offer Korean equity perps These markets are live at 10X leverage: $HYUNDAI $SAMSUNG $SKHYNIX and the $KRCOMP (Korean Composite) index"
X Link 2026-02-11T18:14Z 118K followers, 318.4K engagements

"Levered Big Tech let's go $META - new long position by PERSHING SQUARE / Bill Ackman disclosed on page [--] - will most likely be in his next 13F https://t.co/duCm12Kpbg $META - new long position by PERSHING SQUARE / Bill Ackman disclosed on page [--] - will most likely be in his next 13F https://t.co/duCm12Kpbg"
X Link 2026-02-11T15:58Z 11.7K followers, [----] engagements

"$META - new long position by PERSHING SQUARE / Bill Ackman disclosed on page [--] - will most likely be in his next 13F https://assets.pershingsquareholdings.com/wp-content/uploads/2026/02/11144917/2026-Annual-Investor-Presentation.pdf https://assets.pershingsquareholdings.com/wp-content/uploads/2026/02/11144917/2026-Annual-Investor-Presentation.pdf"
X Link 2026-02-11T15:53Z 65.4K followers, 68.1K engagements

"BREAKING: CME Group to launch single stock futures this summer enabling leveraged long and short trading 24/5. BREAKING: CME Group to launch single stock futures this summer enabling leveraged long and short trading 24/5"
X Link 2026-02-11T13:49Z 11.7K followers, [----] engagements

"BREAKING: CME Group to launch single stock futures this summer enabling leveraged long and short trading 24/5"
X Link 2026-02-10T17:56Z 3.2M followers, 492.3K engagements

"MIT just published a paper that quietly explains why LLM reasoning hits a wall and how to push past it. The usual story is that models fail on hard problems because they lack scale data or intelligence. This paper argues something much more structural: models stop improving because the learning signal disappears. Once a task becomes too difficult success rates collapse toward zero reinforcement learning has nothing to optimize and reasoning stagnates. The failure isnt cognitive its pedagogical. The authors propose a simple but radical reframing. Instead of asking how to make models solve"
X Link 2026-02-09T09:20Z 21.9K followers, 168.3K engagements

"This is the reason why pro-gamers play with their face very close to their monitor"
X Link 2026-02-09T14:09Z 1.6M followers, 5.8M engagements

"What happens when [-----] hours of video content get uploaded every minute"
X Link 2026-02-10T14:25Z 11.7K followers, [--] engagements

"Humanoid robots will be taking these jobs in a couple of years (see Chinas dancing robots) Dont worry there will still be great jobs even when AI automates everything The jobs: https://t.co/OdgpZIDokO Dont worry there will still be great jobs even when AI automates everything The jobs: https://t.co/OdgpZIDokO"
X Link 2026-02-10T02:35Z 11.7K followers, [----] engagements

"Dont worry there will still be great jobs even when AI automates everything The jobs:"
X Link 2026-02-09T22:35Z 132.9K followers, 1M engagements

"Turned out to be a pivotal moment Video based training is next Video based training is next"
X Link 2026-02-10T02:29Z 11.7K followers, [----] engagements

"Video based training is next"
X Link 2025-05-28T14:11Z 11.7K followers, [----] engagements

"In a couple of years it might be pretty impossible to become famous/rich through acting as B C D-list acting roles get replaced by AI https://x.com/IamEmily2050/status/2020442076953858260s=20 Seedance V2 two more examples I found interesting. https://t.co/62MO3ABNXg https://x.com/IamEmily2050/status/2020442076953858260s=20 Seedance V2 two more examples I found interesting. https://t.co/62MO3ABNXg"
X Link 2026-02-09T20:43Z 11.7K followers, [----] engagements

"Seedance V2 two more examples I found interesting. @IamEmily2050 My only complaint about these previews is that everyone seems to be showing action or fighting sequences only. I would like to see how it hands other content as well. @IamEmily2050 My only complaint about these previews is that everyone seems to be showing action or fighting sequences only. I would like to see how it hands other content as well"
X Link 2026-02-08T10:18Z 42.1K followers, 88.4K engagements

"More ramps coming Bloomberg: Goldman Helps Lead Financing for 5-Gigawatt Texas AI Power Sites [----] delivery at the earliest https://t.co/oN1UUr6wIO Bloomberg: Goldman Helps Lead Financing for 5-Gigawatt Texas AI Power Sites [----] delivery at the earliest https://t.co/oN1UUr6wIO"
X Link 2025-12-31T00:17Z 11.7K followers, [----] engagements

"Bloomberg: Goldman Helps Lead Financing for 5-Gigawatt Texas AI Power Sites [----] delivery at the earliest"
X Link 2025-12-30T15:27Z [----] followers, 10.2K engagements

"More ramps coming 10GW for Anthropic"
X Link 2026-02-09T17:56Z 11.7K followers, [---] engagements

"Memory supercycle "The expert warns that DRAM availability could become a real problem for customers in the second half of [----] with potential supply shortages affecting even orders already on the books scheduled for late Q2 release" "According to the expert DRAM lead times have increased approximately eight to ten weeks over the past three months indicating a rapid tightening of supply conditions" https://x.com/AlphaSenseInc/status/2020874579309363675s=20 https://x.com/AlphaSenseInc/status/2020874579309363675s=20"
X Link 2026-02-09T15:08Z 11.7K followers, [---] engagements

"Great to see Eisman's skepticism returning Steve Eisman believes OpenAI is about to experience one of the greatest liquidity rug pulls in history. If I was Sam Altman I'd be freaking out too. https://t.co/m28P0NFiOY Steve Eisman believes OpenAI is about to experience one of the greatest liquidity rug pulls in history. If I was Sam Altman I'd be freaking out too. https://t.co/m28P0NFiOY"
X Link 2026-02-09T05:04Z 11.7K followers, [----] engagements

"Steve Eisman believes OpenAI is about to experience one of the greatest liquidity rug pulls in history. If I was Sam Altman I'd be freaking out too. Did Sam Altman commit the biggest theft in world history Elon Musk finally got revenge today by bringing SpaceX into xAI. All investment liquidity will be redirected away from OpenAI into xAI leaving Sam with nothing A 5D chess move to destroy Sam & Elon made the final blow🔥 https://t.co/1Fbz4mR8io Did Sam Altman commit the biggest theft in world history Elon Musk finally got revenge today by bringing SpaceX into xAI. All investment liquidity"
X Link 2026-02-08T19:36Z 302K followers, 163.1K engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing