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@EricJhonsa Avatar @EricJhonsa Eric Jhonsa

Eric Jhonsa posts on X about ai, $68b, $orcl, $4b the most. They currently have XXXXXX followers and 1885 posts still getting attention that total XXX engagements in the last XX hours.

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Social Influence

Social category influence stocks technology brands finance cryptocurrencies currencies

Social topic influence ai, $68b, $orcl #219, $4b, $avgos #2, $nvda #1509, $ttmi, $cls, $amd #167, open ai

Top assets mentioned Oracle Corporation (ORCL) NVIDIA Corp. (NVDA) TTM Technologies Inc (TTMI) Coldstack (CLS) Advanced Micro Devices (AMD) Apple, Inc. (AAPL) Wormhole (W) Broadcom, Inc. (AVGO) Astera Labs, Inc. Common Stock (ALAB) Carvana Co. (CVNA) Metadium (META) SPDR S&P XXX ETF Trust (SPY) Bloom Energy Corporation (BE) Sei (SEI) Morgan Stanley (MS) Micron Technology, Inc. (MU) Taiwan Semiconductor (TSM) Intel Corporation (INTC) Lumentum Holdings Inc. Common Stock (LITE) CoreWeave, Inc. (CRWV)

Top Social Posts

Top posts by engagements in the last XX hours

"After adding $68B in RPO in FQ2 $ORCL is raising its FY26 (ends May '26) capex guide by $15B to $50B and its FY27 revenue guide by $4B to $89B. FQ3 sales and EPS guide is in-line. Stock is nonetheless down XX% AH for now. (transcript via Quartr)"
X Link 2025-12-10T22:30Z 23.5K followers, 8356 engagements

"$AVGO's report/call was mostly fine -- bit of softness in non-AI semis but AI sales/backlog numbers were strong + total backlog grew $52B Q/Q to $162B. Think expectations just got stretched - AVGO closed today at 48x NTM EPS vs. 26x for $NVDA. (transcript via Koyfin)"
X Link 2025-12-12T01:09Z 23.5K followers, 10.8K engagements

"$AAPL and $W couldn't be more different in some ways. But they both know this is a good time to hit the bid"
X Link 2023-05-08T21:36Z 23.5K followers, 6469 engagements

"This is worth a read in light of today's Anthropic/Google TPU report. I'm long $TTMI (currently trades for 22x a 2026 EPS consensus that's really starting to look too low)"
X Link 2025-10-22T00:57Z 23.5K followers, 41.4K engagements

"$CVNA has proven many skeptics wrong over the last couple of years (myself included) but I've gotta wonder if the weakness in subprime auto loans (not to mention broader issues in private credit) is poised to become a problem for them"
X Link 2025-11-21T21:31Z 23.5K followers, 4912 engagements

"Also this comment bolsters the theory that TPU buys from $META would be more of a headwind for MTIA ASIC orders than for GPU purchases"
X Link 2025-12-01T18:46Z 23.5K followers, 4468 engagements

"@retail_22 @R_and_Invest Yep. Benchmark saying Alchip handling Trainium3/4 designs. JPM with a very different take which fits much better with MRVL's FY28 commentary"
X Link 2025-12-08T16:22Z 23.5K followers, XXX engagements

"Playing a bit of defense ahead of the FOMC (net exposure in main account is down to XX% from XX% on 11/30). A lot of stuff is up strongly since 11/20 and (with affordability getting a lot of attention and NFP/CPI not due until next week) I doubt Powell sounds super-dovish"
X Link 2025-12-10T17:25Z 23.5K followers, 4161 engagements

"A XX% AH drop on numbers like these (for a stock that was already well off its highs) would've been unthinkable during the Dot-com bubble. Night-and-day difference in terms of investor skepticism even though you have major capacity shortages today vs. gluts back then"
X Link 2025-12-10T22:37Z 23.5K followers, 3070 engagements

"Since the 11/20 close: $QQQ +7.1% $SPY +5.4% $IWM +11.2% $IWO (small-cap growth ETF) +11.2% $IWN (small-cap value ETF) +11.1%"
X Link 2025-12-10T23:37Z 23.5K followers, 5831 engagements

"@jfosback RPO was up by $68B not $4B"
X Link 2025-12-10T23:53Z 23.5K followers, XXX engagements

"Not sure if that'll be the endgame. Cloud services can be more convenient (having the same UX across devices and your data/search history accessible across devices). And a lot of agentic services will require accessing a bunch of websites/apps. But some workloads will be on-device for latency safety or privacy/compliance reasons"
X Link 2025-12-11T16:18Z 23.5K followers, XX engagements

"@Chrisruppert5 Long NVDA (through an NVDQ short) no position in AVGO. Both great companies but NVDA's valuation def looks more compelling (esp. given its higher AI exposure) and its long-term moat in AI accelerators is stronger"
X Link 2025-12-11T22:51Z 23.5K followers, XXX engagements

"This is music to the ears of behind-the-meter power suppliers such as $BE and $SEI"
X Link 2025-12-01T04:41Z 23.5K followers, 19.4K engagements

"A few notable comments from a Morgan Stanley report on Asian semi checks. $MU $TSM $INTC $AMD "For DDR5 mainstream DRAM there is still some inventory on hand but once that inventory runs out there is very little visibility on the ability to replace it at any price. In XX years of covering memory cycles we haven't seen the situation presented quite so starkly. When the biggest cloud buyers are in the midst of a gold rush purchasing mentality the rest of the world seems starved of product." "We are seeing tight supply/demand balance for the 3/4/5 nm wafer nodes.the buildout from here will"
X Link 2025-12-01T18:44Z 23.5K followers, 57.8K engagements

"@KairosPraxis Lot of growth drivers over the next 2-3 years. But aside from the multiples I'm worried about CPO adoption. CEO really didn't have answer for that on the call other than to say that CPO adoption is limited for now. It is but things likely look very different in 2028/2029"
X Link 2025-12-08T18:52Z 23.5K followers, 29.9K engagements

"Between $AVGO's report and GPT-5.2 I think we could see some rotation tomorrow from firms seen as Google/TPU plays (AVGO $CLS $LITE $TTMI etc.) to firms seen as OpenAI plays ( $NVDA $AMD $ORCL $CRWV etc.). Might not be such a bad thing given where valuations stand"
X Link 2025-12-12T01:14Z 23.5K followers, 4075 engagements

"Today's tape for AI infra plays along with current valuations. Viewer discretion advised"
X Link 2025-12-12T21:22Z 23.5K followers, 7531 engagements

"A few quick thoughts: - I think todays action was fueled by some mixture of headline-driven selling by pod monkeys and momo-chasers (especially ones with tight drawdown limits) stretched positioning and PMs/traders looking to lock in 2025 gains maybe with higher long rates adding to investor jitters. Think this too will pass but I wouldnt be shocked to see such selling continue into the next week before the dust settles (a lot of course depends on the reactions to the NFP and then the CPI). - FWIW things had been going too well for me lately until today I was even up XX bps yesterday in spite"
X Link 2025-12-12T23:20Z 23.5K followers, 7922 engagements

"@rennyzucker I'm far from the first to use it. It's a reference to how much many pods ape into and out of trades based on short-term headlines/news flow"
X Link 2025-12-13T00:15Z 23.5K followers, XXX engagements

"@BurritoEveryDay AVGO added 52B to its backlog OpenAI launched a competitive frontier LLM (particularly for enterprise workloads) and Bloomberg just reported of a data center delay due to labor/material shortages. I think you're letting price action affect your view of things"
X Link 2025-12-13T03:21Z 23.5K followers, XXX engagements

"Re-upping this since there's been some debate about on-device AI lately. Think those arguing most LLM inference will shift to the edge are underestimating both hardware challenges and the UX issues users will have to deal with even if the hardware is technically good enough"
X Link 2025-12-10T17:49Z 23.5K followers, 5854 engagements