@JHX73307308 Avatar @JHX73307308 🐻

🐻 posts on X about meta, anthropic, ai, elon musk the most. They currently have [--] followers and [--] posts still getting attention that total [---] engagements in the last [--] hours.

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Social Influence

Social category influence finance technology brands stocks countries celebrities travel destinations automotive brands currencies

Social topic influence meta, anthropic, ai, elon musk, open ai, debt, $googl, zep #81, cash flow, rednote

Top assets mentioned Alphabet Inc Class A (GOOGL) Tesla, Inc. (TSLA) Hertz Global Holdings, Inc Common Stock (HTZ) Booking Holdings Inc (BKNG) Accenture (ACN) Oracle Corporation (ORCL)

Top Social Posts

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

"@noiranwarorg @RnaudBertrand As long as not anti-xijinping everything is allowed actually I think that's the same for the rednote"
X Link 2025-01-19T14:09Z [--] followers, [---] engagements

"@financialjuice @grok explain this"
X Link 2025-03-07T18:32Z [--] followers, [--] engagements

"Yet for equities higher risk free rate is not so priced in if you look at historical s&p [---] p/e and corresponding treasury yield @burrytracker Hey @federalreserve come on baby LOL https://t.co/Z1ExwGEkxk @burrytracker Hey @federalreserve come on baby LOL https://t.co/Z1ExwGEkxk"
X Link 2025-03-28T18:24Z [--] followers, [--] engagements

"The only two things going down are egg price and stock price the former through increasing trade deficits and the later through liberating us from that trade deficits"
X Link 2025-04-03T20:46Z [--] followers, [--] engagements

"@br_anlee @zerohedge It's the right move go back to 70s see what happened when the fed tolerate inflation and bend over to political pressure us equities became uninvestable for [--] years"
X Link 2025-04-04T21:27Z [--] followers, [---] engagements

"Warren Buffett is 50% cash and son your portfolio would be 50% air like the air Jordan air Warren Buffett on trade deficits. Please explain what is wrong with Warrens analysis. Warren Buffett on trade deficits. Please explain what is wrong with Warrens analysis"
X Link 2025-04-04T23:50Z [--] followers, [--] engagements

"@thecannalife420 @br_anlee @zerohedge And of course I wish it's a outright deflationary recession if it gets into stagflation tend to take way longer to deal with"
X Link 2025-04-05T00:15Z [--] followers, [--] engagements

"@PeterBerezinBCA US equities participants tend to be so optimistic imo"
X Link 2025-04-08T23:33Z [--] followers, [---] engagements

"@alojoh @BillAckman @SecScottBessent @realDonaldTrump better than llamao at least😂 ByteDance's latst model is also better than llamao together with Qwen and Kimi we looking at [--] companies above meta true theres no comparable to oai anthropic and deepmind due to compute constraint"
X Link 2025-04-11T17:24Z [--] followers, [---] engagements

"@SpencerHakimian And the elevated mortgage rate😂"
X Link 2025-04-14T18:09Z [--] followers, [--] engagements

"@legitsleeper @SpencerHakimian yeah damn sure you wait until you bail out farmers and smbs😂 or even pull out fiscal stimulus package when a recession hit"
X Link 2025-04-17T14:34Z [--] followers, [--] engagements

"@SpencerHakimian Japan is going Kamikaze: TOKYO May [--] (Reuters) -Japan could use its $1 trillion-plus holdings of U.S. Treasuries as a card in trade talks with Washington its finance minister said on Friday raising explicitly for the first time its leverage as a massive creditor to the US"
X Link 2025-05-02T17:57Z [--] followers, [----] engagements

"@SpencerHakimian Lifeng He met with Bessent in Feb and Geer in late March😂 and Trump slammed it with 64%"
X Link 2025-05-06T22:14Z [--] followers, [----] engagements

"@rugby4912 @elonmusk @Tesla gotta let the Tesla fans test it for him first"
X Link 2025-05-16T12:36Z [--] followers, [---] engagements

"@SpencerHakimian gov collect 550bn the hit to the economy is way worse than 550bn due to multiplier effect the admin just don't understand that (not to mention the credit rating issue you talked about) everything for them is on a static basis in consistent to how they approach the tariffs"
X Link 2025-05-17T18:30Z [--] followers, [--] engagements

"@PeterBerezinBCA The shortage compute is real but it's driven by air OpenAI 20b revenue run rate anthropic 10b max all these adding up to nothing compared to north of 400b hyperscalers capex ai names with these ignorable revenue are driving the compute shortage lol"
X Link 2025-10-16T18:12Z [--] followers, [---] engagements

"@leadlagreport Corrweave for example able to fund 80% of it's capex with debt lol way crazier than real estate"
X Link 2025-10-17T02:40Z [--] followers, [---] engagements

"@stevehou0 18th Gemini [--] (maybe) 19th Jensen Huang might save the world"
X Link 2025-11-04T23:10Z [--] followers, [--] engagements

"@robin_j_brooks It's in china's best interest to do so just like tariffing everyone is in the us' best interest from the perspective of trump"
X Link 2025-11-07T12:50Z [--] followers, [---] engagements

"@yuyy614893671 https://www.perplexity.ai/finance/NVDA/earnings https://www.perplexity.ai/finance/NVDA/earnings"
X Link 2025-11-20T00:24Z [--] followers, [----] engagements

"@leadlagreport You mean they sell usd assets and save jpy and jgb at the same time Seen a analysis on that robin brooks thread saying it's institutionally difficult and there is political pressure kind of stuff I've gone all cash whatsoever 😭"
X Link 2025-11-21T02:07Z [--] followers, [--] engagements

"@BillAckman its because you made it a meme stock similar to Hertz I guess"
X Link 2025-11-21T18:47Z [--] followers, [--] engagements

"@leadlagreport If Nvidia is fucked then the whole ai trade is fucked then google is fucked"
X Link 2025-11-25T06:44Z [--] followers, [---] engagements

"@hustwindmaple @ns123abc because he worked at OpenAI and Elon Musk hates OpenAI"
X Link 2025-12-02T10:35Z [--] followers, [---] engagements

"@jukan05 sftby"
X Link 2025-12-10T07:09Z [--] followers, [---] engagements

"@michelelwang Financial modeling is totally verifiable soon we'll be able to oneshot dividend recap it's so over"
X Link 2025-12-12T01:02Z [--] followers, [---] engagements

"@stevehou Gpu-backed spv 80% debt 20% equity already a standard for neoclouds and xAI Meta Hyperion early adopter that's 5x server tam at given investment cash outflow really early inning"
X Link 2025-12-20T12:48Z [--] followers, [---] engagements

"@zephyr_z9 Non-exclusive licensing should at least ease the regulatory hurdle"
X Link 2025-12-24T22:45Z [--] followers, [---] engagements

"@zephyr_z9 Yeah wondering why there is not a "cpx" for decode yet"
X Link 2025-12-24T22:59Z [--] followers, [--] engagements

"@leadlagreport its about go brrrrrrrr"
X Link 2025-12-26T19:22Z [--] followers, [---] engagements

"@MarceloLima @_clarktang For example If meta went up 5% bc cto hinted llm progress(and maybe some sellside notes) maybe market will start rewarding upward capex revision again when we see some real blackwell model releases"
X Link 2026-01-22T21:53Z [--] followers, [--] engagements

"@stevehou Until the burst of AI bubble breaks macro"
X Link 2026-01-26T17:40Z [--] followers, [--] engagements

"@Arronwei3n in China food delivery is a negative sum game for all the players while they(Alibaba meituan) are willing to bleed to way negative operating cash flow"
X Link 2026-01-27T11:38Z [--] followers, [--] engagements

"@stevehou constraint vs. preference"
X Link 2026-01-31T15:03Z [--] followers, [---] engagements

"@scaling01 to b landscape would be flipped soon (if it's perceived that it's currently dominated by anthropic due to early commercialization of coding somehow)"
X Link 2026-02-04T19:18Z [--] followers, [---] engagements

"@stevehou All aggregators are fucked bkng already down big yesterday tcom today"
X Link 2026-02-04T19:34Z [--] followers, [--] engagements

"Google is an ad company Netflix has an ad tier Anthropic has negligible consumer market share. Ads enable services be offered for free/at lower prices for consumers (unless you are Google and has infinite cashflow generated from your search ads business). Who is crashing out"
X Link 2026-02-05T06:24Z [--] followers, [--] engagements

"@bucketshopcap It's just the fed"
X Link 2026-02-05T22:11Z [--] followers, [----] engagements

"@bucketshopcap people are adamant that this is bubble bursting while still owning Nvidia"
X Link 2026-02-05T23:14Z [--] followers, [---] engagements

"@_clarktang @AltimeterCap for this axiom do you pack sellside research into the context I'm using chatgpt sending up sellside research and earnings transcripts work really well thinking vibecode a workflow for more sophisticated and concrete analysis (API definitely cost me more than gptplus though lol)"
X Link 2026-02-06T23:58Z [--] followers, [----] engagements

"@TMTLongShort So sad not much listed accounting and law firms can only short Accenture to express the view Loll"
X Link 2026-02-07T11:54Z [--] followers, [---] engagements

"@TMTLongShort And it's not necessarily capex upward revision as you pointed out earlier on pe/credit funding off-balance sheet jvs (like Zucks Hyperion but for servers or xAIs gpu-backed spvs) looks less dauting in terms of initial cash outlay which should push compute spend further"
X Link 2026-02-08T09:46Z [--] followers, [--] engagements

"@2wings__2fly @ContrarianCurse yeah adding on the current market belief is ai collapse every big tech into one segment they have to compete and the network monopoly diminishes in long run"
X Link 2026-02-12T21:13Z [--] followers, [--] engagements

"@loganlee @tonysimons @sama anthropic blocked his friends account also in that podcast"
X Link 2026-02-15T22:17Z [--] followers, [--] engagements

"@HighyieldHarry For hyperscalers ex. orcl Will definitely go off-balance sheet minority spv and stuff just like meta Hyperion (but for servers) cds is giving money (but might make sense in terms of shorter time frame trading)"
X Link 2026-02-15T22:31Z [--] followers, [---] engagements

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