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@PatrickMoorhead Avatar @PatrickMoorhead Patrick Moorhead

Patrick Moorhead posts on X about ai, $nvda, chips, $mrvl the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.

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Social Influence

Social category influence technology brands XXXXX% stocks XXXXX% countries XXXX% events #270 finance XXX% social networks XXXX% fashion brands XXXX%

Social topic influence ai 29.63%, $nvda #379, chips #127, $mrvl #18, aws reinvent #7, china #2313, nvda #130, ceo #3134, business 5.56%, events XXX%

Top accounts mentioned or mentioned by @awscloud @max165486170328 @nvidia @thesixfivemedia @lolkeks5 @moorinsstrat @profgpod @codewithimanshu @alexintel @googlecloud @mweinbach @theinformation @alex_intel_ @karanmodi501 @techepiphanyyt @jclarkeatdells @kklmt123456 @skalewealth @aaronpholmes @edels0n

Top assets mentioned NVIDIA Corp. (NVDA) Marvell Technology Inc (MRVL) Dell Technologies, Inc. (DELL) Workday Inc (WDAY) HP Inc (HPQ) Synopsys, Inc. (SNPS) Alphabet Inc Class A (GOOGL) Broadcom, Inc. (AVGO) Palo Alto Networks Inc (PANW) Intel Corporation (INTC) Microsoft Corp. (MSFT) MongoDB, Inc. (MDB) Cream (CRM) Snowflake, Inc. (SNOW) Hewlett Packard Enterprise Co (HPE) Advanced Micro Devices (AMD) Oracle Corporation (ORCL) Amazon.com, Inc. (AMZN) Pure Storage, Inc. (PSTG) Lattice Semiconductor Corp (LSCC) Salesforce Inc (CRM)

Top Social Posts

Top posts by engagements in the last XX hours

"The Week Ahead In Technology for December X 2025: AI infrastructure and software earnings stay in focus for investors and enterprises. Events: AI Summit New York keeps large-scale AI deployment regulation and governance in the spotlight. Products: Post@Amazon Web Services (AWS) re:Invent analysis and new AI factory labs from @Hewlett Packard Enterprise and @NVIDIA show how cloud and OEMs are packaging full-stack AI factories. Earnings: Oracle Adobe Broadcom and Synopsys update the street on AI infrastructure cloud software demand and chip design tools. $ORCL $SNPS $ADBE $AVGO Carry-over: The"
X Link 2025-12-08T19:34Z 55.2K followers, 5461 engagements

"Ive always been a strong supporter of exporting certain AI technologies to China. Its good for economics but also national security. Hopeful it is real this time. $NVDA"
X Link 2025-12-09T23:08Z 55.2K followers, 4784 engagements

"The Week Ahead In Technology for 11/24/25: It may be the US holidays but the tech show will go on. Critical earnings week. $DELL $HPQ and $WDAY report providing a definitive litmus test for AI demand across hardware and enterprise SaaS. Tracking backlog execution and the final conf prep ahead of @awscloud re:Invent next week"
X Link 2025-11-24T19:28Z 55.1K followers, 19.7K engagements

"The @nvidia@Synopsys partnership is a big tell for where AI likely goes next: engineering simulation and digital twins. Multi-year pact to put CUDA agentic AI and Omniverse into Synopsys tools plus a $2B $SNPS equity stake. Ive always said that EDA is the next frontier and potential biggest power players and maybe this is a sign. $NVDA"
X Link 2025-12-01T13:31Z 55.1K followers, 18.8K engagements

"First tweet on TPU back in 2016. Wondering what this means to $NVDA and $INTC "
X Link 2025-12-01T14:22Z 55.1K followers, 16.2K engagements

"Attending @awscloud reinvent most of the week. Top on my list: -custom AI silicon. CPU and XPU. -enterprise AI agents for horizontal integration across apps and other clouds -latest air-gapped on-prem offerings to compare to Google Distributed Cloud"
X Link 2025-12-01T15:56Z 55.1K followers, 2385 engagements

"Some of my thoughts on Intel Foundry and why the US needs more onshore manufacturing and foundry IP"
X Link 2025-12-01T22:26Z 55.1K followers, 20.7K engagements

"It shouldn't have been hard to predict $MRVL growth or quadruple beat on revenue/EPS/qtr guide/annual guide. While people were hand-wringing over XPUs versus $AVGO the company quietly crushed it in connectivity. As goes hyperscaler CAPEX goes Marvell opportunity Matt told everybody this at the JPM fireside chat. Basics: -Revenue: $2.08B +37% YoY +3% QoQ; above consensus $2.07B. -GAAP EPS: $XXXX (includes divestiture gain). NonGAAP EPS: $XXXX (+77% YoY +13% QoQ); above consensus $XXXX. -Margins: GM XXXX% GAAP / XXXX% nonGAAP; OM XXXX% GAAP / XXXX% nonGAAP (+660bps YoY on mix/leverage)."
X Link 2025-12-04T16:22Z 55.1K followers, 6670 engagements

"REPEAT WITH ME: Every hyperscaler meets with every design firm back-end firm foundry and packaging firm. Stop this nonsense please"
X Link 2025-12-05T20:00Z 55.1K followers, 36.1K engagements

"@mweinbach Does this require hardware four"
X Link 2025-12-08T15:34Z 55.1K followers, XXX engagements

"@Alex_Intel_ What did Marvell management do Itll help me for tomorrow"
X Link 2025-12-08T22:45Z 55.1K followers, XXX engagements

"The Week Ahead In Technology for December X 2025: Cloud AI chips and software earnings drive the narrative. AWS re:Invent sets the tone for cloud + gen AI strategy @awscloud GoogleMeta TPU talks test Nvidias AI hardware lead @googlecloud @nvidia Key prints from $CRM $SNOW $MDB $MRVL $HPE will show how fast enterprise AI and data demand are really growing"
X Link 2025-12-01T16:26Z 55.2K followers, 17.4K engagements

"The most interesting hour for me at @awscloud re:Invent last week was the very candid discussion CEO Matt Garman had with analysts. My write-up"
X Link 2025-12-09T18:33Z 55.2K followers, 9306 engagements

"Let's go $NVDA $AMD"
X Link 2025-12-10T20:14Z 55.2K followers, 4071 engagements

"When youre growing this much in AI infra like $ORCL is its going to be lumpy and bumpy. RPO reached $523B (+438% YoY +14.9% QoQ) driven by very large AIrelated cloud infrastructure commitments including a multiyear OpenAI Stargate deal ($300B over five years) and sizable contracts with Meta Nvidia and others. Cloud revenue was $8.00B (+34% YoY) with OCI infrastructure at $4.1B (+68% YoY). Company reiterated a multiyear plan for OCI revenue to grow XX% to $18B in FY26 and then to $32B $73B $114B and $144B over the subsequent four years contingent on datacenter capacity and power buildout"
X Link 2025-12-11T00:41Z 55.2K followers, 5030 engagements

"Said this in September about ASICs"
X Link 2025-12-01T15:40Z 55.1K followers, 29.6K engagements

"AWS CEO Matt Garman kicks off reInvent 2025 with a summary of the business and key products. $XXX billion business growing XX% year-over-yearwith $XX billion added in the last year which surpasses the annual revenue of over half the Fortune XXX. AWS service highlights: over XXX trillion objects in S3 hundreds of exabytes of data XXX million requests per second over half new CPU capacity from Graviton chips millions of database customers and Amazon Bedrock powering AI Inferentia for over 100000 companies. He also discussed new building blocks for securely deploying enterprise-scale AI agents"
X Link 2025-12-02T16:08Z 55.2K followers, 3476 engagements

"One of the biggest announcements here at AWS re:Invent is its AI Factories. Basically a sovereign AI solution on-prem at the customer datacenter. @MattKimball_MIS will be digging into this. AWS has been in and out of this over the years. $AMZN"
X Link 2025-12-02T16:23Z 55.2K followers, 5640 engagements

"AWS's Matt Garman on $NVDA GPUs: "AWS is by far the best place to run NVIDIA GPUs." Big claim. "Now when you think about AI infrastructure one of the first things that comes to mind is GPUs and AWS is by far the best place to run NVIDIA GPUs. We were actually the first offer in NVIDIA GPUs in the cloud and we've been collaborating together with NVIDIA for over XX years. And what that means is that we've learned operate GPUs at scale. In fact if you talk to anyone who's run large GPU clusters than any other provider they'll tell you that AWS is by far the most stable at running a GPU cluster."
X Link 2025-12-02T16:35Z 55.2K followers, 21.6K engagements

"If youre like me and a bit confused about the AI names and AI brands in the AWS stack youre welcome"
X Link 2025-12-04T00:53Z 55.2K followers, 1952 engagements

"$PSTG beats on revenue in-line EPS raises the guide and stock plummets. Make that make sense. Here's all I can come up with: -"significant incremental investments" in R&D and Sales & Marketing for FY27 to close AI opportunities - talk of stopping disclosing specific hyperscaler shipment volumes and new business model talk -FCF YoY"
X Link 2025-12-04T16:50Z 55.2K followers, 1581 engagements

"Here we go again. Great if true but weve been here about ten times beforehand"
X Link 2025-12-08T18:52Z 55.2K followers, 4983 engagements

"@Max165486170328 HF=hedge fund"
X Link 2025-12-08T23:30Z 55.1K followers, XXX engagements

"Yeah I thought the after-hours was a bit rough for $LSCC. Now we see upward revisions. Earnings were strong where you would expect (Comms & Compute really Datacenter Networking & Compute) for AI and GP servers that are out-performing hyperscaler CAPEX. Server up XX% and comms (networking) up 63%. The call demonstrated whats coming for N&C in XX. Theres weakness where youd expect as that market (Industrial & Automotive) is still in a funk and normalizing. When the robotics gear hits Industrial will hit big as each motor and servo has a Lattice FPGA"
X Link 2025-11-05T08:11Z 55.2K followers, 1976 engagements

"Doing Deep Research on what I have said about TPU versus GPU and Gemini X doesnt like it apparently. I dont remember ever getting this on ChatGPT or xAI. I'm sorry I'm experiencing unusually high traffic right now and am at full capacity. Please try again later"
X Link 2025-12-01T15:01Z 55.2K followers, 4819 engagements

"Some positive AI signs coming out of Salesforce earnings. Too early to pop the champagne corks but positive nonetheless. Agentforce and Data XXX ARR reached nearly $1.4B +114% YoY; Agentforce ARR exceeded $0.5B +330% YoY with 9500 paid Agentforce deals and 3.2T tokens processed through Salesforces LLM gateway. Company framed Agentforce/Data XXX as the primary growth engine and reiterated a path to $60B+ organic revenue and a XX growth+margin framework by FY30. $CRM"
X Link 2025-12-04T16:38Z 55.2K followers, 1651 engagements

"Is it my imagination or does $MRVL stock get manipulated more the most This is the first time Ive brought this up but there seems to be some kinetic energy coming from Taiwan that Marvell has lost every XPU deal that ever existed to Alchip GUC and MediaTek. Now I guess its Broadcom now"
X Link 2025-12-08T22:23Z 55.2K followers, 24.3K engagements

"Surprised and impressed Boom who I thought did supersonic airplanes brings out a 42mW gas turbine"
X Link 2025-12-09T21:42Z 55.2K followers, 3697 engagements

"Ok so $SNPS investors were looking for stability and they got it with this print. The chip to design platform combination is a huge combination and to deliver better TTM and lower costs customers will be using these end to end tools sets more"
X Link 2025-12-10T22:24Z 55.2K followers, 3554 engagements

"Interested to see what comes of this acquisition. Qualcomm is still primarily driving Arm-based designs but that doesnt mean it will continue this forever for all markets. Ventana Micro has some very capable IP novel designs and experience. Is this a product play And IP play We will see. The RISCV open software stacks are improving year over year. Most RISCV chips are currently shipped into China"
X Link 2025-12-11T01:00Z 55.2K followers, 2259 engagements