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@Midnight_Captl Avatar @Midnight_Captl Midnight Capital LLC

Midnight Capital LLC posts on X about $nvda, meta, ai, $avgo the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXXX engagements in the last XX hours.

Engagements: XXXXXX #

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Mentions: XX #

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Followers: XXXXX #

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CreatorRank: XXXXXXX #

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Social Influence

Social category influence stocks XXXXX% technology brands XXXXX% finance XXXX% currencies XXXX% products XXXX%

Social topic influence $nvda #186, meta 7.27%, ai 7.27%, $avgo #135, $googl 7.27%, $meta 5.45%, products 3.64%, $aapl 3.64%, nvda 3.64%, apple XXXX%

Top accounts mentioned or mentioned by @benitoz @mfcamillus @mf_camillus @ldloeb @mower20101 @amendandpretend @majorocelot45 @kermankohli @gavinsbaker @kristinaparts @deebosa @buccocapital @atxcap2622 @theinformation @sama @rjccapital @utilitypure @bullmeechum3 @e055michel1842 @ser_kingslayer_

Top assets mentioned NVIDIA Corp. (NVDA) Broadcom, Inc. (AVGO) Alphabet Inc Class A (GOOGL) Metadium (META) Apple, Inc. (AAPL) Microsoft Corp. (MSFT) Amazon.com, Inc. (AMZN) Credo Technology Group Holding Ltd Ordinary Shares (CRDO) Coherent Inc (COHR) Lumentum Holdings Inc. Common Stock (LITE) Taiwan Semiconductor (TSM) Netflix Inc (NFLX) DisChain (DIS)

Top Social Posts

Top posts by engagements in the last XX hours

"$META is a XX% position for us (massive) so this is a big win. Zuck was always going to make a huge comeback. Never bet against Zuck"
X Link 2025-12-04T14:15Z 4888 followers, 2629 engagements

"Amazon $AMZN is such a dog water stock. Jassy just doesnt have it and Bezos is too busy in Majorca on his boat to care Theyre now trying to walk back their anti Nvidia stance but its too little too late as the other major clouds deepened their partnership with NV significantly Good luck with Tranium tho Welcome to Big Jeffs Tranium Hell"
X Link 2025-12-04T17:42Z 4888 followers, 25.4K engagements

"$NVDA This is the bubble LOL"
X Link 2025-12-08T18:55Z 4888 followers, 4024 engagements

"Love the question Our full thesis on $META is quite a bit longer than this but the highlights are that Meta is going to benefit from two mega trends that have very little to do with their execution (any execution on top is additive) X. Deflation in ad gen. As the cost of creative crash thanks to AI tools like nano banana & others we believe the bid on distribution will go up materially. CMOs are unlikely to give budget back to CFOs because their competitors will bid for more impressions (forcing them to keep up) X. As advertising becomes easier (just bring a CC and tell Meta what your"
X Link 2025-12-09T04:53Z 4888 followers, 5335 engagements

"Weve done a good amount of research now on $CRDO $COHR and $LITE in anticipation of optical interconnects becoming an HBM type bottleneck in 2026 Our conclusion is that there are too many unknown unknowns with picking these stocks / very difficult to determine who will really have a competitive product that produces durable earnings growth in the future. Also difficult to determine how much earnings growth there will be We cant rationalize allocating incremental dollars to any of these companies over $TSMC or our other holdings which we feel we can understand much more comfortably"
X Link 2025-12-09T06:51Z 4892 followers, 22.7K engagements

"$NVDA today is $AAPL in 2012 IYKYK"
X Link 2025-12-10T22:56Z 4888 followers, 1312 engagements

"@benitoz Apple products are too expensive consumers wont pay for them considering to the competition thats coming The phone is just a commodity Apple margins cant be sustained Its just a hardware business how many phones can they possibly ship The similarities are wild"
X Link 2025-12-11T04:49Z 4888 followers, XX engagements

"@benitoz Reports of DGX Leptons death may have been greatly exaggerated"
X Link 2025-12-11T06:55Z 4888 followers, XXX engagements

"@buccocapital @GavinSBaker @InvestLikeBest If they do then AI inputs re rate higher Its a bull market time of our lives brother"
X Link 2025-12-11T18:46Z 4891 followers, XXX engagements

"The honest answer is investors are not used to thinking about hardware. Hardware is supposed to be for nerds. It always has been. The Street has never been expected to know the difference between HBM and DRAM and TPU vs GPU and Tranium and ASIC FLOPS and PFLOPS and all this nerd stuff So they get scared because truthfully they dont want to go deep and many are holding out hope they dont have to go deep. That this cycle like every other will end with the main value accrual going to the hyperscaler / application layer and this HBM / GPU nightmare will come to an end So for now they think theyre"
X Link 2025-12-11T20:11Z 4891 followers, XXX engagements

"If $NVDA put up these numbers the stock would be down X% AH. Wallstreet is an absolute 🤡 show atm Happy for $AVGO shareholders just think we are in a clown market"
X Link 2025-12-11T22:18Z 4887 followers, 15.2K engagements

"We disagree too. And bad answer I just dont think that will happen LOL"
X Link 2025-12-11T22:34Z 4889 followers, 2148 engagements

"@MF_Camillus Were gonna topple NV with cheap shit ahaha and Google will never replace ussss"
X Link 2025-12-11T22:36Z 4889 followers, XXX engagements

"@PatrickMoorhead Competing with NV on TCO/performance even for Google is going to become increasingly difficult let alone Amazon let alone anyone else. The idea that anyone can spin up a chip that ends up being a cost reducer is a myth"
X Link 2025-12-12T13:34Z 4892 followers, XXX engagements

"$TSM down almost X% on news that people are too dumb to know TPUs are produced by TSMC"
X Link 2025-11-25T14:46Z 4942 followers, 883.9K engagements

"Do not fall for @theinformation lies in the coming weeks and months re. Rubin delays 🚨🚨"
X Link 2025-12-09T02:47Z 4942 followers, XXX engagements

"Two companies that we view as being AI losers that the market has yet to recognize as such Netflix: $NFLX and Disney: $DIS User generated content is going to break the economics of big studio production Biggest beneficiaries are the User generated content platforms $GOOG and $META"
X Link 2025-12-09T22:42Z 4942 followers, 1842 engagements

"A friend asked us about Broadcom today because the stock had been going up so much surely its a good bet from here We told them $AVGO is 2x the valuation of $NVDA as a far less unique business (MediaTek & Marvell both do basically what BC does) and that narratives and vibes change quick In the end earnings are what matters. Make your projections and investments follow the earnings"
X Link 2025-12-11T03:40Z 4951 followers, 6892 engagements

"So many people are looking for a reason to sell $NVDA Problem is theres just not a good reason out there"
X Link 2025-12-11T18:58Z 4949 followers, 7072 engagements

"It appears we spoke too soon"
X Link 2025-12-11T22:39Z 4949 followers, 9572 engagements

"The reason why Broadcom $AVGO has been such a darling this year for Wall Street is that it presents an opportunity to restore order to the universe. Compress Nvidias margins and get back to hyperscaler supremacy. The winners as ordained by the high priests in Manhattan have always been Microsoft Amazon Google. The idea that a company who spent XX years making computer graphics chips is now more valuable than all of them is a bridge too far for your average finance bro And so the long fight continues the battle to want to see hardware commoditized once again to restore order to the universe."
X Link 2025-12-11T23:08Z 4949 followers, 7032 engagements

"@MF_Camillus @DavidSacks @theinformation And the best way to destabilize the gov is to kneecap the one largest thing they have going for them which is the boom in the AI industry There is a systematic attempt to takedown $NVDA and the Trump admin as a byproduct @DavidSacks"
X Link 2025-12-12T18:27Z 4930 followers, XXX engagements

"@iruletheworldmo we dont know a single person vibe coding with gemini"
X Link 2025-12-13T21:27Z 4936 followers, XXX engagements

"$AAPL bear-case timeline from 2010 (what bears were saying in real time). We have been saying $NVDA is Apple in 2012 Timeline: 2010: Antennagate QC slipping / brand damage / demand hit 2011: No Steve Jobs = no Apple (succession/innovation risk) 2012: Peak iPhone soon + Android commoditizes margins collapse 2013: Innovation is slowing + 5C/lineup strategy skepticism 2014: Smartphone maturity; buybacks = financial engineering 2015: Watch wont matter; still a 1-product story (iPhone) 2016: Peak iPhone shows up; upgrade cycles lengthen; China risk rises 2017: iPhone X too expensive; demand +"
X Link 2025-12-14T07:21Z 4948 followers, 11.6K engagements

"Its SHOCKING how that one single interview Sam did with @altcap has at least temporarily destroyed hundreds of billions if not over $1T in market cap between OAIs valuation which surely is below $500B now if it were to go public & everyone else whos close to @sama . Unreal"
X Link 2025-12-14T22:44Z 4949 followers, 13.8K engagements

"@RJCcapital @sama Hmm. maybe. Just seems like a big strategic error trying to compete with Meta Google Microsoft Anthropic xAI now theyre trying to build a chip so Nvidia all at the same time. That feels like a horrible strategy to us"
X Link 2025-12-14T23:00Z 4943 followers, XX engagements