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@MikeLongTerm Avatar @MikeLongTerm Mike

AMD is gaining attention for its potential to reach a $X trillion market capitalization, driven by its partnerships with major companies like Meta, Amazon, and Microsoft, and its growing presence in the AI sector. Grab, a Southeast Asian superapp, is also making headlines with its increasing institutional ownership, potential IPO in the Philippines, and partnerships with major investors. Palantir, another AI-focused company, is suing ex-employees over AI startup allegations and has been invited to the White House for an event with other major tech companies.

Engagements: XXXXXX #

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Social Influence

Social category influence stocks #2982 finance #3407 technology brands XXXXX% exchanges #1662 countries XXXX% cryptocurrencies #4717 automotive brands XXXX% vc firms XXXX% celebrities XXXX% social networks XXXX%

Social topic influence $amd #4, $grab #1, ai #6494, $goto #1, $pltr #16, acquisition #98, $100b #6, $nvda #222, $70b #1, $tsm #8

Top accounts mentioned or mentioned by @amd @openai @lisasu @amazon @oracle @palantirtech @microsoft @anthonypytan @meta @federalreserve @awscloud @ajassy @blackrock @nvidia @anis_stepupone @bankofamerica @google @knightcharo @ibm @satyanadella

Top assets mentioned Advanced Micro Devices (AMD) Grab Holdings Limited Class A Ordinary Shares (GRAB) Palantir (PLTR) NVIDIA Corp. (NVDA) Taiwan Semiconductor (TSM) Hims & Hers Health, Inc. (HIMS) Metadium (META) Amazon.com, Inc. (AMZN) Alphabet Inc Class A (GOOGL) Tesla, Inc. (TSLA) Oracle Corporation (ORCL) SPDR S&P XXX ETF Trust (SPY) Ethereum (ETH) DIA (DIA) Microsoft Corp. (MSFT) Block, Inc. (XYZ) Block, Inc. (SQ) Apple, Inc. (AAPL) BlackRock Inc (BLK) Uber Technologies, Inc. (UBER) Lumen Technologies Inc (LUMN)

Top Social Posts

Top posts by engagements in the last XX hours

"BREAKING $XYZ @blocks Afterpay ✅ DISTRIBUTED-WORK-MODEL/SAN FRANCISCO--(BUSINESS WIRE)-- Afterpay today announced a fresh wave of new partnerships just in time for the holiday shopping season empowering consumers with flexible payment options across fashion lifestyle and home categories. This latest expansion includes Jenni Kayne Hibbett Diesel Thursday Boots Tecovas Z Gallerie The GLD Shop Coolibar The Woobles Effy Jewelry Von Dutch SP5DER Worldwide and Christy Dawn among others. As consumers prepare for holiday shopping flexible payment solutions have become increasingly important for"
X Link 2025-12-09T22:02Z 19.3K followers, 2911 engagements

"$GRAB & Large Shareholder Chase Coleman I can verify Tiger Global Management has 92923788 shares since Q2 2025. I can't verify his fund YTD performance at XXXXX% $GRAB SuperApp in SEA HQ based in Singapore(Yea i wrote this so u can't call it a chinese company) is up XX% YTD. Source:"
X Link 2025-09-18T22:40Z 19.3K followers, 47.8K engagements

"BREAKING $GRAB $GOTO Update 🔥🔥🔥 Context: Goto(Gojek) is the largest competitor of $GRAB in Indonesia previously lost to GRAB SuperApp in Thai(2021) and Vietnam(2024). Now is losing to GRAB in its home market(Indo) due to corruption investigation that linked founders and the business where Attorney General's Office of Indonesia found the link. Meaning There will be consequences for Goto and brand damage. Indonesia is the largest market for GRAB. Winning Indonesia coulld mean 40-50% growth. TLDR: Goto may go away in 2027 assuming all the best possible outcomes with no confiscation from the"
X Link 2025-09-24T13:48Z 19.3K followers, 59.4K engagements

"This is not Crypto. This is SILVER $ETH and $GRAB will outperform later. Best hedges in X decades. Not Financial Advice"
X Link 2025-10-02T13:33Z 19.3K followers, 5995 engagements

"Just in $AMZN & Pension Fund 🔥🔥🔥 13F Filing- Railway Pension Investments($8B Fund) increased $AMZN position sharply by XXXXX% or 423100 shares to a total holding of 895400 shares"
X Link 2025-10-24T01:39Z 19.3K followers, 3927 engagements

"BREAKING $GRAB $GOTO $GOTO has X leverage with shady IPO funding corrpution and massive brand damage. At the end of the day Drivers and Merchants on Goto/Gojek are hurt the most because of failed leadership and corrupted founders"
X Link 2025-11-12T10:57Z 19.2K followers, 14.8K engagements

"BREAKING $AMD $XXX PT Upgrade🔥🔥🔥 Melius Research raised its price target for Advanced Micro Devices @AMD to $XXX from $XXX while maintaining a Buy rating. This adjustment reflects heightened optimism about AMD's positioning in the artificial intelligence (AI) ecosystem driven by recent financial guidance and long-term growth projections shared at AMD's Financial Analyst Day . Melius analyst Ben Reitzes emphasized AMD's "real positive surprise" in margin guidance and its aggressive revenue trajectory positioning the company as a credible challenger to Nvidia in AI semiconductors and"
X Link 2025-11-14T19:06Z 19.3K followers, 64.5K engagements

"BREAKING $GRAB & Point72 Asset Management🔥 13F Filing- Point72 Asset Management($41B Fund) started a Massive brandnew position on $GRAB with 4826721 shares it is interesting that many new Large Funds are getting in for this $Goto acquisition or 90-95% market share in SEA. Meaning they are looking at $1B-$2B saving from price war synergy and hyper cross-selling once Grab has a monopoly position. Margin will definitely improve and these Wall Street Funds LOVE Margin Expansion"
X Link 2025-11-15T14:46Z 19.3K followers, 4574 engagements

"$GRAB & $GOTO Ongoing Negotiation🧵 As of November XX 2025 discussions around a potential merger or acquisition between Grab Holdings Ltd and PT GoTo Gojek Tokopedia Tbk have intensified driven largely by Indonesian government involvement Timeline: November 10-12 2025: GoTo shares surged XXX% (highest in five months) after Indonesia's State Secretary Prasetyo Hadi confirmed multi-ministry discussions on the deal including involvement from the sovereign wealth fund Danantara to manage assets and potentially fund parts of the transaction. Grab CEO @AnthonyPY_Tan reportedly met President Prabowo"
X Link 2025-11-17T16:13Z 19.3K followers, 177.7K engagements

"$AMD $NVDA after Q3 ER Analysis🧵 Dr. @LisaSu w/ @Cristiano Advanced Micro Devices ( @AMD ) and @nvidia (NVDA) reported their fiscal Q3 2025 earnings in early November 2025 highlighting the intensifying competition and explosive growth in the AI accelerator market. AMD's results released on November X showed robust year-over-year gains driven by data center expansion while NVIDIA's November XX report underscored its unchallenged dominance with record-breaking scale. Both sets of results signal surging demand for AI hardware as hyperscalers and enterprises ramp up investments in generative AI"
X Link 2025-11-20T13:06Z 19.3K followers, 44.6K engagements

"BREAKING $AMD $XXX PT Outperform Rating🚀🚀 The Raymond James Financial coverage initiation on Advanced Micro Devices @AMD Outperform rating with a $XXX price target on November XX 2025 is attributed to Simon Leopold a Managing Director and Senior Research Analyst in the firm's Technology sector team. Simon emphasized that the AI total addressable market (TAM) is vast enough to support multiple leaders with AMD well-positioned as a key competitor to NVIDIA in merchant GPUs for data centers. Recent wins such as partnerships with OpenAI and HUMAIN for X gigawatt of capacity (potentially worth"
X Link 2025-11-23T23:50Z 19.3K followers, 101.9K engagements

"$GRAB & $GOTO Mobility/Delivery $1.5B 🧵 TLDR: Saving synergy and cross-selling in X years or less is more than enough for $1.5B. Consider this a decent deal for $GRAB. As the digital economy in Southeast Asia reaches a critical inflection point on Grab Holdings AI SuperApp stands poised to redefine its regional dominance with a transformative $XXX billion acquisition of GoTos ($GOTO) mobility and delivery business. This strategic maneuver promises to cement Grabs leadership in Indonesia potentially securing a 91-95% market share in the regions largest ride-hailing and delivery market."
X Link 2025-11-24T15:21Z 19.3K followers, 132.7K engagements

"BREAKING $AMZN $50B Investment 🚀🚀🚀 $AMD Dr. @LisaSu 🤝 @ajassy Amazon Web Services ( @awscloud ) will build and deploy the first-ever AI and high-performance computing (HPC) purpose-built infrastructure for the U.S. government. New investment will add nearly XXX gigawatts of compute capacity across AWS Top Secret AWS Secret and AWS GovCloud (US) Regions across all classification levels. Expands access to AWS's trusted infrastructure and comprehensive AI services to help government agencies advance Americas AI leadership. Today Amazon announced an investment of up to $XX billion to expand"
X Link 2025-11-24T16:50Z 19.3K followers, 81.1K engagements

"$GRAB AI SuperApp Valuation is STUPID👀 Video was from CNBC w/ Howard Marks a major shareholder on $GRAB. $GRAB is now trading at XXX P/S FY 2026 revenue($6.2B) after $GOTO Mobility/Delivery Acquisition with $6B+ in cash and very little debt. Expected growth after 90-95% market share consolidation is 40%+ top and bottom line. This is when $GRAB introduces higher margin services as it has the monopoly in SEA or 700m population. For example Dine-Out has 70-80% margin (20-30% commission) and this new services drove 1/3-1/4 of all new users growth. And Grab is only XXX% penetration(700m) 14%"
X Link 2025-11-24T19:04Z 19.3K followers, 166.9K engagements

"BREAKING $AMD $XXX PT Buy Rating 🚀🚀🚀 Loop Capital reiterated its Buy rating and set a $XXX price target according to a report by The Fly. Advanced Micro Devices Inc. (NASDAQ: @AMD ) has pushed through a period of slow growth in recent years yet its heavy spending to close the gap in AI chips is now starting to show results. Third-quarter revenue climbed XX% from a year earlier to $XXX billion. Adjusted earnings per share rose XX% over the same period and free cash flow reached a new high suggesting the business is scaling in a profitable way. This momentum is being driven by Advanced Micro"
X Link 2025-11-24T23:32Z 19.3K followers, 18.8K engagements

"$Grab's Dine-out services have been a cornerstone of its on-demand offerings contributing significantly to revenue growth and user engagement. In Q1 2025 while specific figures are not isolated the trend from previous quarters suggests a steady contribution to the XX% YoY revenue increase to $XXX million reported in Q3 2025. The focus on Dine-out was part of Grab's broader strategy to enhance its on-demand services which saw a XX% revenue growth in the deliveries segment by Q3 bolstered by increased gross merchandise volume (GMV) and advertising revenue. This growth indicates a robust"
X Link 2025-11-29T14:32Z 19.2K followers, 6168 engagements

"$GRAB Sharp Shorting detected 🤔 Few seconds before the bell and after. I'm still curious why "they" are shorting $GRAB with such high conviction. Against all odds $GRAB is about to get 92-95% market share in SEA. Like please tell me why you are shorting. I understood the bear thesis that SEA economy is still sluggish but $GRAB proved that it can still grow profitability in the last XX quarters and achieved operating leverage. Plus $50B-$100B stimulus in SEA is working growth is likely to accelerate to 30-40% in the coming quarters/years. Very little debt valuation is stupid cheap management"
X Link 2025-12-01T14:36Z 19.3K followers, 21.9K engagements

"BREAKING $GRAB $GOTO Update 👀👀👀 Jakarta-PT GoTo Gojek Tokopedia Tbk (GOTO) has responded to developments regarding a potential business merger with Grab Indonesia a plan the government recently confirmed is still under discussion. GOTO Company Director and Secretary R.A. Koesoemohadiani stated that the company supports the governments priorities and is open to various discussions. "We are open to various discussions that could support the long-term interests of the company's stakeholders" Koesoemohadiani said in an official information disclosure on the Indonesia Stock Exchange cited on"
X Link 2025-12-02T15:37Z 19.3K followers, 20.6K engagements

"BREAKING $HIMS to acquire YourBio Health👀 SAN FRANCISCO & BOSTON--(BUSINESS WIRE)--Hims & Hers Health Inc. (NYSE: HIMS) the leading health and wellness platform today announced that it has entered into a definitive agreement to acquire YourBio Health Inc. a Boston-based pioneer in capillary whole blood sampling technology. Powered by YourBios advanced blood sampling devices the acquisition will help accelerate efforts to redefine and modernize the overall blood collection experience making pain-free blood sampling the new standard. YourBio Health develops technologies designed to simplify"
X Link 2025-12-03T14:10Z 19.3K followers, 30.3K engagements

"$AMD TD Cowen "Load Up Ahead of 2026"🚀🚀 TD Cowen analyst Joshua Buchalter views AMD as a Best Idea for 2026 emphasizing that the stock's recent XX% drop from its October peak reflects excessive bearish sentiment compared to peers. He argues this creates an attractive entry point with mid-2026 marking a "key inflection" driven by new product launches like the Helios rack and MI450 GPU. Buchalter's advice: "Load up ahead of 2026" as AMD is poised to capture significant value in the massive AI total addressable market (TAM). Improving Hardware and Software Momentum: AMD's hardware lineup is"
X Link 2025-12-04T02:53Z 19.3K followers, 19.4K engagements

"$QQQ $SPY $DIA Companies that are diluting shareholders endlessly without a plan or at least trending down SBC/share count is not something you want to hold long term. Not Financial Advice"
X Link 2025-12-05T14:04Z 19.3K followers, 1667 engagements

"$GRAB CEO @AnthonyPY_Tan & Chloe Tong "In Conversation With: Anthony Tan & Chloe Tong" Ace Team Foundation"
X Link 2025-12-07T03:06Z 19.3K followers, 47.5K engagements

"$QQQ $SPY $DIA Future is Flat"
X Link 2025-12-08T00:27Z 19.3K followers, 1936 engagements

"People are trying too hard to analyze $ETH and $BTC like they have earning"
X Link 2025-12-08T13:16Z 19.3K followers, 1849 engagements

"BREAKING @DivesTech on CNBC Dan talked AI $NVDA $AMD $TSM & @Huawei $GOOGL $AAPL Source & Credit: CNBC"
X Link 2025-12-08T20:11Z 19.3K followers, 6343 engagements

"@knightcharo @TheLongApe @amitisinvesting Then go buy $SOFI"
X Link 2025-12-08T21:10Z 19.3K followers, XXX engagements

"$AMD $NVDA $TSM 👀 BULLISH"
X Link 2025-12-08T21:33Z 19.3K followers, 5476 engagements

"$GRAB as the biggest hedge Updated 🧵 We are just getting start on the rate cut path meaning the dollar will decline even more. Meaning $GRAB revenue & profitability will skyrocket as it collects revenue in other currencies. X% increase to X% due to increased conviction and updated thesis to $500B MC long term. $GRAB is somewhat detached from US equity and the least volatile when it comes to correction. Nearly X% position can be a substantial position sizing if this spike to $20-$25(2026-2027). That is exactly the plan. I'm very concentrated in US equity especially the AI top dogs. This $GRAB"
X Link 2025-09-17T02:28Z 19.3K followers, 153.5K engagements

"BREAKING $XYZ @blocks 2028 Guidance 🚨🚨 Block Inc. (NYSE:XYZ) will share its three-year financial outlook during its previously announced 2025 Investor Day. The company will outline a plan for profitable growth and operating leverage over the next three years reflecting the scale of its ecosystems including Cash App Square and Proto as well as continued discipline in execution. Gross Profit: Expected to grow in the mid-teens range annually through 2028 reaching approximately $XXXX billion. Adjusted Operating Income: Projected to grow about XX% annually to $XXX billion in 2028. Adjusted"
X Link 2025-11-19T20:29Z 19.3K followers, 6980 engagements

"$GRAB & Institutional Ownership Q3🧵 TLDR: Institutional ownership remains unchanged Retail ownership up 0.1%+. GRAB is investing capital better than XX% US Hedge funds return. Top XX shareholders change: @Uber Technologies 535.9m shares @ToyotaMotorCorp 222.9m shares @MorganStanley 144.8m shares MUFG Bank 142.9m shares @BlackRock 130.9m shares Tiger Global 92.9m shares Invesco 79.7m shares D.E. Shaw 61.1m shares @jpmorgan 55.7m shares Marshall Wace 48.5m shares Hanwha Asset Management 47.8m shares Baillie Gifford 47.6m shares Artisan $ARTYX 35.5m shares Hrt Financial 34m shares Ward Ferry"
X Link 2025-11-28T13:59Z 19.3K followers, 28.7K engagements

"$AMD is Prime Beneficiary from $META CapEx🧵 TLDR: @AMD is heading to $X Trillion Market Cap whether perm bears like it or not. And @Meta will play a major role in this journey along with @OpenAI @Oracle @Microsoft @amazon and 40+ sovereign AI countries The narrative surrounding Meta's potential collaboration with Google for Ironwood TPU deployment in 2027 has captured significant attention often overshadowing the strategic maneuvers and long-term implications for other key players like AMD and NVIDIA. However this focus might be misplaced as Meta's reported interest in Google's TPU is likely"
X Link 2025-11-30T16:58Z 19.3K followers, 64.9K engagements

"BREAKING $AMD Dr. @LisaSu on the WIRED Full🔥 "Chips and the New World Order" Over the past decade under the leadership of Dr. Lisa Su AMD has emerged as a critical force in the AI revolution. Dr. Su will sit down with WIREDs Lauren Goode to discuss how she powered one of techs most remarkable transformations what pragmatic optimism means in an age of global chip wars and what the next wave of AI innovation might look like. Some important quotes: "AI is the most transformative technology of my career of my lifetime." "When people ask are we in a bubble And I'm like We haven't even gotten"
X Link 2025-12-05T22:54Z 19.3K followers, 21.2K engagements

"BREAKING $AMD & Advantech ✅ Advantech Teams With @AMD To Maximize Performance at the Edge Advantech has partnered with AMD to launch next-generation edge computing platforms powered by the AMD EPYC Embedded 8004 series processors. These single-socket processors deliver high core counts (up to XX cores) large memory support (up to XXX GB DDR5 ECC RDIMM) extensive PCIe Gen5 lanes (up to 79) and excellent power efficiency making them ideal for demanding edge workloads such as real-time AI inference medical imaging enterprise large language model (LLM) deployment industrial automation and more."
X Link 2025-12-08T13:26Z 19.3K followers, 6261 engagements

"$PLTR Valuation-@ XX% YoY+ CAGR🧵 TTM Revenue: $3.90B (Q3 YTD implies full-year trajectory toward $4.4B). TTM Net Income: $1.10B (EPS: $0.43; Q3 contributed $476M). Market Capitalization: $433B. Enterprise Value: $427B (net cash $6B). Shares Outstanding: 2.38B. Stock Price: $XXX. Valuation Multiples: P/S 98x (on FY2025E); EV/Revenue 97x; Trailing P/E 394x; Forward P/E (2025E) 178x. XX% Revenue CAGR through 2030 Assumptions unchanged: Gross margins 81%; operating margins ramp to XX% by 2030 (net margins 25%); FCF XX% of net income; Margin is likely to expand for the next X years. Cumulative"
X Link 2025-12-09T02:21Z 19.3K followers, 32.4K engagements

"BREAKING $AMD $TSM outsources chip packaging TSMC outsources chip packaging to meet surging demand TAIPEI (TVBS News) Taiwan Semiconductor Manufacturing Company ( TSMC) will outsource advanced packaging orders to meet surging demand supply chain sources reported Monday (Dec. 9). The chipmaker plans to redirect overflow orders to Taiwanese firms ASE () and SPIL () to ensure customer satisfaction. Wccftech first reported the decision as TSMC faces capacity constraints in its CoWoS advanced packaging technology. TSMC's CoWoS advanced packaging technology has attracted major clients including"
X Link 2025-12-09T11:40Z 19.3K followers, 11.3K engagements

"BREAKING $BMNR Tom Lee on the @federalreserve Fed Decision on Rates at 2PM ET Hawkish Cut Market is adjusting to Hawkish Fed The @federalreserve doesnt want MBS Is QE coming Crypto & Small Cap will do better with new Dovish Fed Risk-on sentiment in 2026 Source&Credit: CNBC"
X Link 2025-12-10T18:20Z 19.3K followers, 4843 engagements

"Public portfolio and X Subscription I'm still waiting for X Subscription approval. I decided to only focus on @X as my main platform to share what I learn. After years of posting DDs I still have a lot to learn as content creator. While i'm figuring that out I will keep all my posts at Free.99. I don't like the idea of paywall where my goal is to share helpful information. And I'm addicted to misunderstood companies. I will try my best to include the TLDR for my long threads. It its very difficult for me to explain my take in a few sentences. When X approves my account I will discuss the"
X Link 2025-09-18T15:06Z 19.3K followers, 268.7K engagements

"BREAKING @PalantirTech & Lumen 🔥🔥🔥 Bloomberg reported that Palantir Technologies Inc. (NYSE: $PLTR) has secured a multi-year partnership with Lumen Technologies Inc. (NYSE: LUMN) under which Lumen will spend more than $XXX million on Palantir's AI software. The deal is not publicly disclosed in full detail but sources familiar with the matter confirmed the financial commitment spans several years. This agreement builds on an earlier collaboration announced in September 2025 and represents a significant expansion in Palantir's push into the telecom sector. Key Details of the Deal Software"
X Link 2025-10-23T11:47Z 19.3K followers, 70.9K engagements

"@PalantirTech Dr. Karp-Ontology 🔥🔥🔥 $PLTR CEO Dr. Karp full interview with $LUMN CEO. The best way to understand Palantir is to watch the turnaround of Lumen Technologies Earning. This software has to work to earn the premium. $200m is stupid cheap when Lumen saves $2B/Y and revive Revenue/Earning growth. Unlike $CRM CEO is selling "steak dinners". Video Source & Credit: Fox Business"
X Link 2025-10-24T11:45Z 19.3K followers, 28.2K engagements

"Why $AMD $70B-$100B is INEVITABLE w/ $TSM 2nm curvilinear photomasks breakthrough 🔥🔥🔥 Taiwan Semiconductor Manufacturing Company's (TSMC) recent advancements in curvilinear photomasks (often called "curvy masks") for their 2nm (N2) semiconductor process node. This is a cutting-edge development in chip fabrication aimed at pushing the boundaries of transistor density performance and efficiency from TSMC's own reports and industry analyses as of late 2025. The Technology breakthrough X. What Are Curvilinear Masks Traditional photomasks in chipmaking use straight-line (Manhattan) patterns for"
X Link 2025-11-02T23:58Z 19.3K followers, 14.8K engagements

"BREAKING $AMD & Smart Money🔥🔥🔥 13F Filing- Thrivent Financial For Lutherans($200B Fund) increased @AMD position significantly by XXXXXX% or 162213 shares to a total holding of 289601 shares"
X Link 2025-11-04T14:31Z 19.3K followers, 12.3K engagements

"BREAKING $AMD & Large Purchase🚀🚀🚀 13F Filing- Ing Groep Nv($1.1 Trillion Fund) increased @AMD position MASSIVELY by XXXXXX% or 785763 shares to a total holding of 961559 shares"
X Link 2025-11-06T21:52Z 19.3K followers, 58.6K engagements

"BREAKING @PalantirTech & MASSIVE BUY 🚀🚀🚀 13F Filing- Legal & General Group($1.1 Trillion Fund) bought 847144 $PLTR shares. Total Holding: 13704938 shares"
X Link 2025-11-13T13:23Z 19.3K followers, 12.4K engagements

"BREAKING $TSLA & X of Largest Canada Pension🚀 13F Filing- Canada Pension Plan($780B Fund) increased @Tesla position sharply by XXXXX% or 1507562 shares. Total Holding: 5102954 shares"
X Link 2025-11-14T15:59Z 19.3K followers, 13.4K engagements

"$GRAB Hypothetical Case with no $GOTO 🧵 I mean without Nadiem corruption and Telkomsel free money (Indo state-owned $450m is now only worth $82m) $GOTO would not exist today. $GRAB would grow much faster and probably trading at $60-$90B MC right now instead of $22B w/ $7.4B cash or $14.6B market cap after cash. Because of Nadiem and Goto corruption I got to finish my core position on $GRAB at a great price and i'm already up. With that said in the last 10-13 years $GOTO price war and business practices have caused massive economic pain for drivers and merchants. Yes Users/customers enjoyed"
X Link 2025-11-15T20:12Z 19.3K followers, 18.2K engagements

"BREAKING @PalantirTech & PwC🔥🔥🔥 LONDON--(BUSINESS WIRE)-- PwC UK and Palantir Technologies Inc. (NASDAQ: $PLTR) today announced the expansion of their strategic alliance underpinned by a multi-year multi-million-pound investment by PwC. The expansion represents a clear commitment by both organisations to work together as preferred UKpartners aligning strategy and resources to deliver advanced AI and data solutions for some of the worlds most complex challenges. Recognised as one of Palantirs most significant professional services relationships the alliance is built on trust innovation and"
X Link 2025-11-19T11:26Z 19.3K followers, 97K engagements

"$AMD $AMZN AI CapEx🔥🔥🔥 @awscloud CapEx 2025 at $125B 2026 is projected at $140-160 billion CFO Brian Olsavsky explicitly stated on the earnings call that CapEx "will likely increase" from 2025 levels. We will hear more from Q4. Amazon Web Services (AWS) has faced delays in rolling out its next-generation in-house AI chips specifically the Trainium3 which is now slated for late 2025 rather than an earlier timeline. This comes amid broader challenges for AWS's custom silicon efforts including performance gaps relative to @AMD. No dedicated AMD GPU instances yet but @ajassy 's nod suggests"
X Link 2025-11-19T12:27Z 19.3K followers, 5045 engagements

"$PLTR $AMD $TSLA $GRAB $HIMS Far way too many people think they know the top or understand when the winner stops winning. My strategy is very simple and I will let this out today for Free. XX I don't sell winners And I don't try to time the market. Feel free to do so as if you can see the future. Not Financial Advice"
X Link 2025-11-22T17:40Z 19.3K followers, 756.2K engagements

"$AMD MI450 $NVDA Rubin $GOOGL TPU Comp🧵 The @AMD Instinct MI450 emphasizes open ecosystems memory density and power efficiency via chiplet design and TSMC's 2nm node w/ lowest TCO. NVIDIA's Rubin (successor to Blackwell) prioritizes raw compute and bandwidth in a proprietary stack(CUDA). Google's Ironwood TPU (7th-gen ASIC) focuses on TensorFlow-optimized inference at pod scale These X will be released in 2026 Architecture AMD: CDNA X (UDNA-based chiplets) NVDA: Rubin (monolithic/early chiplet) Google: Custom ASIC Process Node AMD: TSMC 2nm NVDA: TSMC 3nm Google: TSMC 3nm Memory (per Chip)"
X Link 2025-11-25T15:29Z 19.3K followers, 213.3K engagements

"$AMD $META is using $GOOGL to negotiate 🧵 The Ironwood pod is 5.110x more expensive annually ($148.3 million $14.87$29.04 million) and 5.110x more expensive monthly ($12.36 million $1.24$2.42 million) than renting XX MI450 racks for equivalent compute. The rapidly evolving landscape of artificial intelligence infrastructure presents a complex interplay of technological innovation market dynamics and strategic maneuvering among major players. Recent leaked information suggesting that Meta Platforms ($META) might work with Google's Tensor Processing Unit (TPU) in 2027 has sparked speculation"
X Link 2025-11-29T18:16Z 19.3K followers, 175.2K engagements

"$AMD Advabced Space Chip🔥🔥🔥 AMD Expands Space-Grade Portfolio Enhances In-Orbit Processing Capability and Extends Mission Timelines Expanding space-grade adaptive system-on-chip (SoC) portfolio and qualifying advanced new space-grade organic lidless packaging technology designed to endure the most demanding conditions of space. AMD is qualifying this enhancedspace grade packaging for the Versal AI Core XQRVC1902 adaptive SoCtargetingthe Class Ystandardfor extended spaceflight missions up to XX years. AMD will extend its space-grade portfolio with the additions of Versal RF Series and"
X Link 2025-11-30T13:32Z 19.3K followers, 17.7K engagements

"$GRAB is👑 Post- $GOTO GROWTH Super🧵 Grab Holdings a leading Southeast Asian SuperApp is poised for transformative growth following its potential $XXX billion acquisition of GoTos mobility and delivery segments. This strategic move backed by Indonesian and Singaporean regulatory support aims to consolidate Grabs market dominance in Indonesia (SEAs largest market) to a 9295% share effectively creating a near-monopoly. This thread explores the financial operational and strategic implications projecting revenue growth at 3040% annually over the next five years (20262030) driven by synergies"
X Link 2025-11-30T19:58Z 19.3K followers, 162.6K engagements

"$PLTR $AMD $TSLA $GRAB $HIMS Far way too many people trying to go $100000 to $1m in a month than $100000 to $10000000 in XX years. I can't understand this gambling rush nature. The truth is most of these folks blew up their accounts and came back much more conservative than before. Then they go heavy on Indexes or $COST $AAPL or $KO or SP500. Especially young kids why do you need to rush You have plenty of time 5-10 years aint that long. Don't listen to anyone put in the countless hours and get started. Do your own DD 🫵 Research high quality growth businesses and know what you own. And write"
X Link 2025-11-30T21:49Z 19.3K followers, 605.4K engagements

"BREAKING $GRAB CFO @peter_oey on Q4 2025🔥 Peter said $GRAB is on track for a "very strong" Q4/Close to 2025. Guidance hints Q4 revenue to be $900-$935m. Q4 tourism is expected to be very "hot" according to many sources and surveys. Considering recent aggressive tourism expansion $GRAB is likely to hit revenue closer to $1B. I think we are going to be very close to $1B. If executed well $1B is on the table. Grab operates in X countries in SEA serving 800+ cities and a $XXX billion digital economy growing to $1T by 2030. Oey frequently highlights the need to "educate US investors" on this as"
X Link 2025-12-01T02:51Z 19.3K followers, 18.6K engagements

"BREAKING $AMD & @BankofAmerica comment✅ Bank of America (NYSE: $BAC) has reaffirmed its "Buy" ratings for Advanced Micro Devices (NASDAQ: AMD) @AMD is rapidly emerging as a formidable challenger expanding its footprint across CPU GPU embedded and gaming segments with a particular focus on the high-growth AI accelerator market. AMD's Instinct MI series accelerators are designed to compete directly with Nvidia's offerings providing powerful alternatives for AI workloads. The company's strategy often involves open-source software initiatives aiming to attract developers seeking more flexible and"
X Link 2025-12-01T19:59Z 19.3K followers, 16.4K engagements

"$PLTR $AMD $TSLA $GRAB $HIMS How to find companies to go from $100000 to $10000000 in XX years+ Free.99 X Steps to outperform $SPY $QQQ Step 1: 200-1000 hours or more studying the business before it gets expensive Step 2: Find the answers to these: What is the "Secret Sauce" Are they doing something right(at least top X or preferably rank 1-2 product/service) Does it have unique leadership(=unique return) What is the thesis Step 3: Focus on Fundamental not noise or PT from ANALysts Revenue growth accelerating(QoQ YoY) Is margin expanding or going to expand Operating Leverage God-like Balance"
X Link 2025-12-02T16:28Z 19.3K followers, 60.8K engagements

"BREAKING @PalantirTech $PLTR Dr. Karp on @nytimes Dr. Karp called out the NYT on NYT stage🤣(for that surveillance article) Source & Credit: @nytimes & Dr. Karp"
X Link 2025-12-03T23:50Z 19.3K followers, 131K engagements

"$AMD Valuation at $70-$100B Revenue in 2026🧵 As of December X 2025 AMD's stock trades at approximately $XXX with a market cap of $355billion. Revised Valuation with $70B Revenue Earnings Per Share (EPS): Assuming a XX% operating margin (consistent with historical trends probably higher) $XX billion in revenue translates to $XX billion in operating income. After taxes and interest net income could be $XX billion or $XXXXX EPS Forward P/E: At 50x-60x (a premium due to growth) the stock price could reach $650-$750 EV/EBITDA: With $XX billion EBITDA at 40x EV is $XXXX trillion. Subtracting $5"
X Link 2025-12-04T18:34Z 19.3K followers, 182.9K engagements

"BREAKING @PalantirTech 🔥🔥🔥 SAN DIEGO CA AND DENVER CO / ACCESS Newswire / December X 2025 / Cubic Corporation and its DTECH Mission Solutions business unit a recognized industry leader in providing trusted scalable and intuitive edge compute and networking platforms today announced a strategic relationship with Palantir Technologies Inc. (NASDAQ: $PLTR) to drive large-scale internal transformation across Cubic's value chain and deliver enhanced outcomes for shared military customers such as the U.S. Army. The strategic relationship will leverage Palantir'sArtificial Intelligence Platform"
X Link 2025-12-05T00:34Z 19.3K followers, 6336 engagements

"BREAKING $AMD SHIPPED over 1m AI chips🚀 Dr. @LisaSu said "we've shipped over X million chips this year alone and partnerships with Microsoft Meta and Oracle are scaling fast. Patience is key; we went from X to XX% share in two years" on the @WIRED"
X Link 2025-12-05T11:13Z 19.3K followers, 42.2K engagements

"$AMD $XXX would be too cheap for 2026🧵 $70B-$100B Rev FY2026 Breakdown since many are asking and noted this is a very conseravtive projection as Demand is still 10-12x more than Supply; AKA Pricing power for @AMD $NVDA and $TSM. Will link the GPUs Comp thread below. To project AMD's total revenue reaching $70-$100B in 2026 we need to consider not just the AI GPU segment but also other key revenue segments: Data Center (beyond AI GPUs) Client Gaming and Embedded. X. AI GPU revenue @OpenAI 1GW(H2 2026) is $25B-$40B depending on the contractual term if @sama wants to strictly hit 1GW for"
X Link 2025-12-05T18:49Z 19.3K followers, 86K engagements

"$GRAB $GOTO 👀 Patrick Walujo stepped down amid pressure from major shareholders including SoftBank Provident Capital and Peak XV who reportedly viewed him as resistant to a Grab takeover. During his tenure (since June 2023) GoTo's market value declined over XX% eroding investor confidence. Additional pressures included governance scrutiny from Indonesia's Attorney General's Office over a pre-IPO investment by Telkomsel and rejected proposals by Walujo for share repurchases. Shareholders formally requested an extraordinary general meeting (EGMS) on November XX 2025 to address these issues."
X Link 2025-12-06T14:29Z 19.3K followers, 8153 engagements

"$AMD $700-$1122 by 2026 🤔 Advanced Micro Devices stands at a pivotal juncture in its corporate trajectory buoyed by a confluence of strategic partnerships technological advancements and an insatiable demand for AI infrastructure. The company's journey from a peripheral player in the semiconductor industry to a formidable contender against @nvidia encapsulates a narrative of resilience innovation and strategic foresight. Dr. @LisaSu said total AI TAM is $1T by 2030 or Jensen $3-$4T by 2030; so if we take the mid-point that is $X Trillion TAM by 2030. A TAM is so large that will be enough for"
X Link 2025-12-07T14:16Z 19.3K followers, 56.4K engagements

"BREAKING $AMD $IBM Hybrid Quantum🔥 @IBM CEO said on CNBC that @AMD IBM hybrid quantum-classical systems will be ready in 2028-2029 and as breakthrough as AI GPUs when ChatGPT came out. Context: AMD-IBM hybrid quantum collaboration AMD hardware plays a key role in enabling practical scalable quantum systems particularly through the use of AMD field-programmable gate arrays (FPGAs) for real-time quantum error correction. IBM's upcoming large-scale fault-tolerant quantum system codenamed Starling (targeted for 2029) is the primary future system that benefits from and effectively "requires" AMD"
X Link 2025-12-08T15:31Z 19.3K followers, 13.2K engagements

"BREAKING $AMD hired @awscloud Executive👀 @AMD Hires @amazon AWS Executive As Lead Engineer For Helios AI Server Rack Amazon Web Services infrastructure leader Arvind Balakumar says he was hired by AMD to lead cluster-scale AI infrastructure solutions for the Helios server rack platform which is the chip designers answer to Nvidias popular and powerful rack-scale AI solutions. AMD has hired Amazon Web Services infrastructure leader Arvind Balakumar to head up engineering efforts for the Helios AI server rack platform the chip designers answer to Nvidias popular and powerful rack-scale AI"
X Link 2025-12-08T18:37Z 19.3K followers, 19.4K engagements

"$PLTR $AMD $TSLA $GRAB $HIMS Where is the money in 2026-2027 X reasons to be bullish for 2026-2027 ✅ X. @federalreserve FFR is going down we can debate about how much; I think FFR could go as low as XXX% or lower by end of 2026 and much lower in 2027. X. Oil is down more than XX% from 2022 High. Nat Gas is down nearly XX% from 2022 High. Most commodities are down substantially from 2022. Hence the @federalreserve does not need to continue its QT balance sheet runoff ended X. Robust Corporate Earnings Growth: Consensus forecasts project XX% EPS growth for the S&P XXX in 2026 rising to XX% in"
X Link 2025-12-08T20:02Z 19.3K followers, 13.8K engagements

"When SBC shares are vested executives must pay 40-50% combinbed tax rate. These kind of minimal shares sold are common practice. And yes you can read it as $GRAB shareholders are paying taxes for insiders just like many other tech companies that are using SBC to recruit talents. This has X connection to liquidity exit or long term fundamental. $AMZN $TSLA $META $GOOGL $MSFT $SHOP and many others had aggressive insiders' selling but never had a long term impact on businesses' fundamental"
X Link 2025-12-08T20:17Z 19.3K followers, 2703 engagements

"$GRAB $SE $SE Shareholders are telling the company to stop price war with $GRAB in the Food delivery in certain market as Sea Limited facing intense competition from Tiktok. Partnership is better than price war. $GRAB been dealing with price war since its inception. This is not the battle $SE wants to take as $UBER $GOTO and many others lost. For example in certain market $SE has Free delivery 30-100% promo code(for users) and funding merchants discount costs AKA negative margin. We will see how this plays out as $GRAB is consolidating 92-95% market share in Indonesia"
X Link 2025-12-08T21:58Z 19.3K followers, XXX engagements

"$HIMS Valuation & Growth 2025-2030🧵 @wearehims is a leading telehealth platform focused on wellness categories like hair loss sexual health mental health and weight management. This thread will assume XX% CAGR through 2030 which is aggressive but justified at past growth XX% from 2024. FY2025: $2.3-2.4B Net Income Margin: XX% (building on 2024's XXX% margin of $XXX million on $XXXXX billion revenue) Free Cash Flow (FCF) Margin: XX% XX% CAGR Year Revenue($B) Net Income($B) FCF($B) 2025 $XXXX $XXXXX $XXXXX 2026 $XXXX $XXXXX $XXXXX 2027 $XXXX $XXXXX $XXXXX 2028 $XXXX $XXXXX $XXXXX 2029 $11.91"
X Link 2025-12-09T02:57Z 19.3K followers, 12.6K engagements

"$AMD$70B-$100B Rev FY2026 in Inevitable 🧵 Looking at $TSM Allocation angle for 2026 TLDR: @AMD will benefit 30-40% more from increased allocation(2026 vs 2025). Or 500000-700000 MI355X(H1) and 700000-1000000 MI450(H2). 1GW of @OpenAI in H2 is already 714285-800000 MI450(1000-1400W). Current Conservative TSMSC CoWoS 120000-130000 wafers/month by 2026 Driven by AP7 (Chiayi) and AP8 (Tainan) fabs entering production Q1Q4 2026. 2nm wafer output hits 80000100000/month (four Taiwan fabs + Arizona Fab XX Phase 2) with 3nm/5nm at XXX% utilization through H1 2026 but adding 2025% via Taichung"
X Link 2025-12-09T14:43Z 19.3K followers, 40.4K engagements

"BREAKING $HIMS & $XX PT Barclays Barclays analyst Glen Santangelo launched coverage of Hims & Hers Health Inc. (NYSE: HIMS) assigning an Overweight (equivalent to Buy) rating with a price target of $XX per share. Growth Drivers: Barclays points to HIMS's strong momentum in telehealth services including personalized treatments for hair loss sexual health mental health and weight management. The firm's optimism stems from expanding subscriber bases favorable trends in direct-to-consumer healthcare and potential for compounded revenue growth through 2026 and beyond. Market Context: HIMS operates"
X Link 2025-12-09T14:56Z 19.3K followers, 3508 engagements

"BREAKING $GRAB Benchmark $7-Buy Rating👀 After @peter_oey non-deal investors relationship roadshow. The research firm noted that Grab is targeting sustained growth across its core Deliveries and Mobility segments while maintaining stable incentive levels suggesting operational efficiency. InvestingPro data shows Grab achieved XXXXX% revenue growth in the last twelve months with analysts forecasting XX% growth this fiscal year. Benchmark identified Grabs Fintech business as a potential key margin driver pointing to its accelerated loan-book expansion plans and clear path to profitability with"
X Link 2025-12-09T15:04Z 19.3K followers, 8162 engagements

"BREAKING Silver hit new ATH 🔥 You are welcome. $GRAB and $ETH should do better in 2026 and beyond. Not Financial Advice"
X Link 2025-12-09T16:01Z 19.3K followers, 12.9K engagements

"BREAKING @PalantirTech Dr. Karp Paragon 🔥🔥🔥 $PLTR built the best software in the world to do one job to unlock more value for customers(Govt/Commercial) Palantir went DPO for the average retail investors"
X Link 2025-12-09T17:16Z 19.3K followers, 52.8K engagements

"BREAKING $AMD EPYC Embedded 2005 Series🔥 @AMD Introduces EPYC Embedded 2005 Series Processors AI-driven workloads are transforming the performance and efficiency requirements of embedded infrastructure systems. From networking switches routers and DPU control planes to cold cloud storage aerospace and robotics applications today's embedded computing system architects must deliver higher compute density energy efficiency and extended longevitywithin smaller power-constrained designs. AMD is addressing these evolving requirements with the introduction of the AMD EPYC Embedded 2005 Series"
X Link 2025-12-09T18:29Z 19.3K followers, 2930 engagements

"$AMD Shareholders. Dr. @LisaSu this Friday 6pm Mark your calender ✅"
X Link 2025-12-09T20:25Z 19.3K followers, 18.8K engagements

"$QQQ $SPY Silver is telling us we will have 3-5 years of bull market. At this pace of AI CapEx and productivity gain it can easily extend to 5-7 years. Don't be too bearish. Not Financial Advice"
X Link 2025-12-09T23:02Z 19.3K followers, 2568 engagements

"$AMD & $ORCL MI300X MI355X 🧵 TLDR: @OracleCloud never stopped buying MI300X in 2025 and is simultaneously ramping MI355X aggressively; while securing for MI450 allocation(2026) In December 2025 @AMD 's Instinct MI300 series (launched in late 2023) continues to see strong ongoing shipments and deployments into 2025 driven by its established role in AI training and inference workloads. The MI355X (part of the MI350 series on CDNA X architecture) has accelerated from an initial H2 2025 target to mid-year production and shipments positioning it as a direct competitor to Nvidia's Blackwell series"
X Link 2025-12-10T02:52Z 19.3K followers, 16.8K engagements

"$PLTR was called a bubble since 1st week of DPO day. As far as why the stock price has appreciated so much because large % of retail investors been holding the shares and "smart money" just FOMOed in since summer 2023. It is really interesting to hear this over and over again. Short it if you want. Not Financial Advice"
X Link 2025-12-10T03:05Z 19.3K followers, 14.9K engagements

"BREAKING $GRAB & Smart Money ✅ 13F Filing- Tudor Investment ($84B Fund) increased $GRAB position by XXXXX% or 700130 shares. Total Holding: 2021302 shares"
X Link 2025-12-10T12:56Z 19.3K followers, 8659 engagements

"BREAKING $AMD $HPE HPE has announced it is speeding up deployment of at-scale artificial intelligence (AI) training and inferencing for cloud service providers (CSPs) including neoclouds by offering the first @AMD Helios AI rack-scale architecture with integrated scale-up Ethernet networking. HPE says the solution leveraging purpose-built HPE Juniper Networking hardware and software along with Broadcoms Tomahawk X networking chip is based on the open Ultra Accelerator Link over Ethernet (UALoE) standard and capable of supporting the traffic from trillion parameter model training high"
X Link 2025-12-10T13:10Z 19.3K followers, 4378 engagements

"BREAKING $GRAB Short Interest 🚨 $GRAB Short Interest climbed again from 188m shares to 192749464 shares shorted. This is likely to break new ATH in the next data. Highest was 196m shares shorted in Sept 2025. Very high conviction shorting from September 2024(52m shares). Relentless shorting on FINRA off-exchange too. I have not heard any legit bear case except the fake $7B Cash Acquisition of $GOTO since 2020. It is around $1.5B for Mobility/Delivery. The bear thesis of "Can't achieve Operating leverage" failed. The most recent bear thesis is Low Margin business and can't expand margin. But"
X Link 2025-12-10T15:27Z 19.3K followers, 14.5K engagements

"$GRAB Short sellers are WRONG 🧵 Short sellers betting against $GRAB have increased their positions with short interest rising from XXX million to XXXXXX million shares as of November XX 2025 nearing the September 2025 high of XXX million shares (approximately X% of the float or XXX% of effective float). However several fundamental and strategic factors suggest their bearish thesis is flawed. X. Misconception of the GoTo Acquisition Cost This has been the rumor or FUD since 2020 that $GRAB would overpay for $GOTO at $7B price tag even though GRAB and executives said it was fake new for months"
X Link 2025-12-10T21:21Z 19.3K followers, 8004 engagements

"BREAKING $AMD 🤝 $MSFT on AI Update🚀 Dr. @LisaSu 🤝 @satyanadella @AMD and @Microsoft redefine Windows with AI updates Advanced Micro Devices (AMD) and Microsoft are taking strides to enhance the Windows ecosystem with new AI-powered features. These features including natural language search and 'Click to Do' are poised to transform user interactions with Windows devices. Microsoft's President of Windows + Devices Pavan Davuluri and AMD's CTO Mark Papermaster are spearheading this initiative to provide a more intuitive and efficient computing experience. These AI-driven tools are designed to"
X Link 2025-12-10T23:46Z 19.3K followers, 6040 engagements

"Howard Marks- The Memo @Oaktree 🔥 $GRAB $QQQ $SPY $DIA $IWM $IWO $AMD $NVDA $AVGO $TSM Is AI a Bubble Howard is talking about debt/leverage extensively on this Memo. Howard Marks examines whether the surging enthusiasm for artificial intelligence (AI) signals a market bubble. His core thesis: AI is a genuinely transformative technology with immense potential but current investor behavior marked by "irrational exuberance" fear of missing out (FOMO) and speculative financing mirrors historical bubbles even if the underlying innovation is real. Marks stresses that bubbles aren't caused by the"
X Link 2025-12-11T02:18Z 19.3K followers, 2958 engagements

"$GRAB Analysts are BULLISH🚀🚀🚀 Analysts cite $GRAB AI SuperApp SEA's "robust" spending as the linchpin powering Grab's on-demand segments despite global headwinds. SEA's digital economy projected at $1T by 2030 is fueled by 700M people 80%+ smartphone penetration and a young urbanizing demographic shifting to digital payments/e-commerce. Q3 Tailwinds: Ride-hailing/food delivery revenue beat estimates on "strong consumer demand" with Mobility GMV +17% and Deliveries +26% YoY (to $3.7B). GrabUnlimited (SEA's largest subscription XX% MTU conversion) drove 3x order frequency while tourism"
X Link 2025-11-28T20:18Z 19.3K followers, 40K engagements

"BREAKING $GRAB & EV Charging Expansion✅ Grab signs partnership with Charge+ to expand EV charging network in Vietnam Grab Vietnam has entered a new partnership with Charge+ a Southeast Asian electric vehicle charging provider to expand the countrys network of charging and battery swapping stations. The agreement signed on XX December in Vietnam sets out a joint plan to deliver more flexible and reliable charging options for electric cars motorcycles and e-scooters. Both companies view the collaboration as a key step in supporting Vietnams Net Zero ambitions and promoting wider adoption of"
X Link 2025-12-11T12:44Z 19.3K followers, 3082 engagements

"Just in $GRAB $JPM $HSBC IMF World Bank🧵 Grab Holdings Southeast Asia's leading AI SuperApp is uniquely positioned to capitalize on the region's projected 4.8%-6% GDP growth in 2025 and beyond driven by resilient consumer demand digital transformation and supply chain shifts. As a diversified platform offering ride-hailing (Mobility) food and grocery delivery (Deliveries) and financial services (Fintech) Grab benefits directly from these macro tailwinds. The company's ecosystem serving XX million monthly transacting users (MTUs) across eight SEA countries amplifies growth through network"
X Link 2025-12-03T18:25Z 19.3K followers, 6760 engagements

"$AVGO Earning Preview This will also move the market significantly especially $AMD $NVDA $TSM and $AVGO customers. Consensus Revenue 17.4B Adjusted EPS $XXXX Gross margin: XX% Guidance for Q1 FY2026: Investors will scrutinize FY2026 outlook with expectations for AI revenue to exceed $XX billion annually (up from $XX billion in FY2025). Any upside to the $XXXX billion Q4 guide or acceleration in custom chip orders could spark a rally. AI Momentum: Updates on ASIC ramps (for Google TPUs) and VMware's enterprise software contribution ($6.7 billion in Q1 +47% YoY). Non-AI recovery in wireless and"
X Link 2025-12-11T15:00Z 19.3K followers, XXX engagements