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@RihardJarc Avatar @RihardJarc Rihard Jarc

There is no news about Rihard Jarc. The provided tweets appear to be about tech companies, AI, and semiconductor stocks, but do not mention Rihard Jarc. No summary is possible based on the given context.

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Social Influence #

Social category influence technology brands stocks #4045 finance fashion brands

Social topic influence $googl #377, nvda #32, $nvda #134, meta, $meta, googl #19, msft #16, $msft #15, open ai #254, $googls #1

Top assets mentioned Alphabet Inc Class A (GOOGL) NVIDIA Corp. (NVDA) Metadium (META) Microsoft Corp. (MSFT) Advanced Micro Devices (AMD) Amazon.com, Inc. (AMZN) Intel Corporation (INTC) Oracle Corporation (ORCL) IBM (IBM) Taiwan Semiconductor (TSM) Dell Technologies, Inc. (DELL) Micron Technology, Inc. (MU)

Top Social Posts #

Top posts by engagements in the last XX hours

"$GOOGL's GCP with its 7th generation of TPU infrastructure is one of the best assets in the AI world. There is a reason that both startups founded by former high-profile OpenAI employees Mira Murati and Ilya Sutskever chose GCP as their cloud provider"
@RihardJarc Avatar @RihardJarc on X 2025-07-14 14:13:41 UTC 51K followers, 97.6K engagements

"The rise of AI agents might actually accelerate demand for new CPUs as well as the faster the hardware is (servers PCs etc.) the faster the agent can do its job. $AMD $INTC $ARM benefiting"
@RihardJarc Avatar @RihardJarc on X 2025-07-18 15:50:56 UTC 51K followers, 10.1K engagements

"For those worried about $META's Zuck discussing hundreds of billions of AI investment and starting to picture the 2022 days. This is NOT the same. Here is $META's CFO just a few weeks ago saying that from the 2022 experience both she and Zuck learned that while making long-term bets they also have to deliver short- and mid-term results for investors to have a reason to invest in $META's stock today. And this is the way they think about it now. For Zuck to make a statement about investing hundreds of billions means he also sees massive AI short-term to mid-term profits and growth for $META to"
@RihardJarc Avatar @RihardJarc on X 2025-07-14 18:42:24 UTC 51K followers, 95K engagements

"$META Zuck laser focused. Gathering best AI talent and now saying $META will have the greatest compute per researcher. These words are screaming Zuck isnt finished recruiting yet. We have the capital from our business to do this"
@RihardJarc Avatar @RihardJarc on X 2025-07-14 15:49:11 UTC 51K followers, 33.2K engagements

"$META's Zuck AI talent strategy is causing mayhem in $AAPL's AI foundation model team"
@RihardJarc Avatar @RihardJarc on X 2025-07-22 15:08:22 UTC 51K followers, 19.7K engagements

"$ORCL and OpenAI have entered an agreement to develop XXX GW of additional Stargate data center capacity which will run over X million chips. It seems OpenAI is starting to lean heavily on $ORCL as $MSFT is maybe not willing to commit to these heavy numbers for one customer"
@RihardJarc Avatar @RihardJarc on X 2025-07-22 11:07:47 UTC 51K followers, 7183 engagements

"I published my monthly alternative data report. - Some great insights on $NVDA CUDA $AMD ROCm and ASICs - Data showing acceleration of growth for cloud providers $MSFT $AMZN $GOOGL before earnings based on recent alt data. 👇"
@RihardJarc Avatar @RihardJarc on X 2025-07-23 12:40:17 UTC 51K followers, 5617 engagements

"Interesting to see the odds of ChatGPT reaching 1B MAUs in 2025 being so low given that some estimates already show ChatGPT to be close to 800M MAUs"
@RihardJarc Avatar @RihardJarc on X 2025-07-22 14:27:32 UTC 51K followers, 4020 engagements

"I am publishing an alternative report on my newsletter tomorrow before Big Tech starts earnings. In this report: - Valuable insights on the $NVDA/ $AMD/ ASIC race - Some really good data on cloud positioning of $AMZN $MSFT and $GOOGL before earnings. Link bio"
@RihardJarc Avatar @RihardJarc on X 2025-07-22 13:05:47 UTC 51K followers, 4943 engagements

"When investors say that companies need to invest less in their AI CapEx for Data Centers I go back and remember my conversation with Groq's @sundeep. Let's face it we won't run these models on your phone and companies like $META $GOOGL $AMZN $MSFT understand this"
@RihardJarc Avatar @RihardJarc on X 2025-07-15 13:15:26 UTC 51K followers, 9166 engagements

"The $GOOGL disruption risk appears to be well-priced right now. Even if you value $GOOGL Search at a $IBM legacy days type of tech of multiple of 13x P/E (meaning around $800B today) it's hard to see a world where OpenAI is moving towards a $500B valuation and soon $1T while $GOOGL's DeepMind is not fetching at least half of that value given Gemini's high performing models and attractive compute economics with GCP's TPUs which make it a prime candidate for at least enterprise adoption if not a significant stake in the consumer LLM market. If that Search value then shifts towards X in the"
@RihardJarc Avatar @RihardJarc on X 2025-07-07 17:42:38 UTC 51K followers, 58.1K engagements

"$META has poached 5/21 OpenAI o1 reasoning foundational contributors already. Never bet against Zuck"
@RihardJarc Avatar @RihardJarc on X 2025-07-16 15:48:29 UTC 51K followers, 36.6K engagements

"Some interesting takes on $GOOGL from an Oppenheimer U.S. adults survey. - XX% of the people find $GOOGL's AI Mode results more helpful than $GOOGL Search. - XX% find $GOOGL's AI Mode results more helpful than ChatGPT - XX% would prefer AI Mode as the default $GOOGL Search experience. - XX% of those who pay for ChatGPT find $GOOGL's AI Mode results more helpful than ChatGPT. It's $GOOGL's time to lean full into the AI experience"
@RihardJarc Avatar @RihardJarc on X 2025-07-22 13:35:09 UTC 51K followers, 44.1K engagements

"$AMZN's AWS unit is cutting jobs. Again no surprise the new era of tech is here. From OpEx to CapEx"
@RihardJarc Avatar @RihardJarc on X 2025-07-17 16:23:48 UTC 51K followers, 27.1K engagements

"@AlphaSenseInc $GOOGL's Waymo is really starting to take off. I wonder if we might see some more details in today's earnings call"
@RihardJarc Avatar @RihardJarc on X 2025-07-23 14:16:09 UTC 51K followers, XXX engagements

"An interview with a current high-ranking $META employee working in their silicon unit hints that the industry is starting to shift more towards custom silicon vs $NVDA GPU: X. He thinks GPUs have a lot of overhead that is wasted but up until this point the industry has not had a very good handle on what type of compute was needed for any AI/ML use case. According to him we are now finally reaching a point where the industry has a better idea of what data movement model and compute look like in different types of AI models. This understanding for him means that the industry will start to lean"
@RihardJarc Avatar @RihardJarc on X 2025-06-13 13:44:06 UTC 51K followers, 53K engagements

"By far $NVDA's biggest advantage is the entrenchedness of the CUDA ecosystem. It also helps that $AMZN $MSFT $META and $GOOGL are all working on their own ASICs with different software optimization stacks rather than all of them working on one software protocol. If they and $AMD fail to come close $NVDA will be the most important monopoly in history as they literally sell intelligence"
@RihardJarc Avatar @RihardJarc on X 2025-07-15 14:30:56 UTC 51K followers, 27.9K engagements

"A staggering number of investors are still underestimating the amount of compute especially inference compute that we will need with AI agents going mainstream. It sounds crazy but the chip sector is just starting the cycle"
@RihardJarc Avatar @RihardJarc on X 2025-07-17 19:41:23 UTC 51K followers, 19.3K engagements

"No surprise. As the market shifts to inference $GOOGL GCP with TPU will gain a lot of share IMO"
@RihardJarc Avatar @RihardJarc on X 2025-07-16 20:02:08 UTC 51K followers, 55.2K engagements

"@chamath $META is not a good example of what you are trying to saying $META is spending on both talent + computebecause they can with their cash from their core business. Zuck said they will have the most compute per researcher"
@RihardJarc Avatar @RihardJarc on X 2025-07-23 13:42:40 UTC 51K followers, 3068 engagements

"The rise of $GOOGL s Gemini in Q2 is something that is not emphasized enough"
@RihardJarc Avatar @RihardJarc on X 2025-07-11 13:19:44 UTC 51K followers, 28.2K engagements

"The AI backbone company $TSM just reported earnings. Another monster quarter with EPS up almost XX% YoY. 3nm/5nm are now XX% of wafer revenue. Gross margin up to XXXX% $TSM is my top X positions right now"
@RihardJarc Avatar @RihardJarc on X 2025-07-17 05:50:07 UTC 51K followers, 24.5K engagements

"More fascinating insights on the $NVDA vs $AMD topic. A former high-ranking $NVDA employee working on NVLink explains the background on how $NVDA sees the recent UALink consortium and how it could benefit $AMD with its scale-up network issues: X. $NVDA got scared when UALink XXX was announced on April 8th this year. Their response to UALink came just a month later with the announcement of NVLink Fusion which on paper opens up the NVLink ecosystem. The expert mentioned how challenging it was to implement this step internally at $NVDA as clients like $META wanted to use NVLink for their MTIA"
@RihardJarc Avatar @RihardJarc on X 2025-07-07 13:33:07 UTC 51K followers, 128.8K engagements

"Outside of Traditional Search all of the other $GOOGL's assets like GCP YT DeepMind Waymo Chrome Android are highly valuable and unique assets in the AI age. Additionally Search can still serve as a valuable "feeder" for the new AI Search and AI agents on top of Search generating significant FCF for several years still to come to fund the AI business. The only thing that $GOOGL needs to do is be willing to "risk it all" (cannibalize it) for the sake of LLMs and AI search & AI agents. Communicating that clearly to investors will also be rewarded in the stock price IMO as well as helpful in the"
@RihardJarc Avatar @RihardJarc on X 2025-07-21 14:16:30 UTC 51K followers, 30.5K engagements

"Damn. No CEO sleeps well at night while Zuck is awake"
@RihardJarc Avatar @RihardJarc on X 2025-07-22 20:50:40 UTC 51K followers, 19.6K engagements

"$AMD might be starting to catch up to $NVDA I HIGHLY recommend this interview with a current high-ranking employee at $DELL talking about $AMD vs $NVDA and the client demand: X. According to him $AMD's main problem is ROCm which is immature compared to $NVDA's CUDA and the second problem is networking. However right now he is receiving feedback from clients that the latest releases of ROCm have become significantly more stable and $AMD has addressed many of the bugs. He now expects ROCm to be much more stable with fewer bugs and less performance impact this time. X. On the networking side"
@RihardJarc Avatar @RihardJarc on X 2025-07-03 14:27:29 UTC 51K followers, 80.1K engagements

"A MUST READ INTERVIEW with a current Director at $MU on HBM & GPU/ASIC market ( $NVDA $MU Samsung struggles ): X. The hyperscalers $AMZN $MSFT $GOOGL are achieving significantly higher GPU utilization rates than they had in the past years. In 2022 and 2023 the GPU utilization rates were less than XX% The ROI on that in terms of hyperscalers getting their investment back used to be 12-18months. Now the utilization rates are 70%-80 % and the ROI has accelerated to only 6-9 months. X. When $NVDA's Rubin comes out he expects even higher GPU utilization rates - 90%. With Blackwell next year he"
@RihardJarc Avatar @RihardJarc on X 2025-07-16 10:59:23 UTC 51K followers, 84.3K engagements

"An interesting point on the multi-cloud trend. The limited availability of GPUs and even AI models is driving more companies and startups to be multicloud. And in this environment it is not just clients going to $AMZN $MSFT and $GOOGL it also means clients going to neoclouds"
@RihardJarc Avatar @RihardJarc on X 2025-07-10 19:21:12 UTC 51K followers, 9339 engagements

"The problem $NVDA competitors face is that while everyone is trying to catch up to $NVDA on the AI data center front the next frontier with humanoids $NVDA has again captured the whole ecosystem. Companies in the robotics field lack confidence in their ability to grow an internal team of experts outside of the $NVDA CUDA ecosystem so everyone is building on $NVDA's ecosystem"
@RihardJarc Avatar @RihardJarc on X 2025-07-22 17:52:51 UTC 51K followers, 16.2K engagements

"When it comes to AI I think the most missed product that investors are not appreciating & talking about enough is $META Ray Ban Smartglasses. LLMs have just enhanced this product enormously. Search results & YT search for this product are record high (seasonality considered)"
@RihardJarc Avatar @RihardJarc on X 2025-05-20 13:06:57 UTC 51K followers, 21.7K engagements

"Zuck is a beast. Btw this is head of recruiting at OpenAI and a former $META employee"
@RihardJarc Avatar @RihardJarc on X 2025-07-04 12:07:36 UTC 51K followers, 249.4K engagements

"Just think about what this means if it turns out to be true Right now the US GDP is $27T $NVDA market cap is $4.2T"
@RihardJarc Avatar @RihardJarc on X 2025-07-21 19:00:25 UTC 51K followers, 22.2K engagements