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@SanCompounding Sandeep Anand

Sandeep Anand posts on X about $crwv, $alab, $crdo, $nbis the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

X Week XXXXXX +29%
X Month XXXXXX +85%
X Months XXXXXXX +14%
X Year XXXXXXX -XX%

Mentions: XX #

X Week XX -XX%
X Month XX +44%
X Months XXX +20%
X Year XXX +29%

Followers: XXXXX #

X Week XXXXX +2.40%
X Month XXXXX +4.40%
X Months XXXXX +20%
X Year XXXXX +35%

CreatorRank: XXXXXXX #

Social Influence #

Social category influence stocks XXXX% technology brands XXXX% finance XXXX% travel destinations XXXX% automotive brands XXXX% fashion brands XXXX% exchanges XXXX% cryptocurrencies XXXX%

Social topic influence $crwv #41, $alab #26, $crdo #22, $nbis #82, open ai #1379, $iren #168, $meta #240, $app #57, alibaba #285, mega XXXX%

Top accounts mentioned or mentioned by @jonahlupton @ivanaspear @cheshir3cap @orangeman1992 @jdonovan42 @umeshhi57833329 @revcap @ftrinvestors @skychildusa @thexcapitalist @finchatio @xai @amdbull @sawyermerritt @theeuinvestor @qualitystocksa @eugenengvcap @kabraxfx @chriscamillo @coreweave

Top assets mentioned CoreWeave, Inc. (CRWV) Astera Labs, Inc. Common Stock (ALAB) Credo Technology Group Holding Ltd Ordinary Shares (CRDO) Nebius Group N.V. Class A Ordinary Shares (NBIS) IREN Limited (IREN) Metadium (META) Applovin Corporation (APP) Alibaba Group (BABA) Broadcom, Inc. (AVGO) Shopify Inc (SHOP) NVIDIA Corp. (NVDA) Vistra, Corp. (VST) Palo Alto Networks Inc (PANW) Vertiv Holdings Co (VRT) Cloudflare, Inc. (NET) Microsoft Corp. (MSFT) Alphabet Inc Class A (GOOGL) Oklo Inc. (OKLO) GE Vernova Inc. (GEV) NuScale Power Corporation (SMR) TALEN ENERGY CORP (DE) (TLN) Advanced Micro Devices (AMD) Taiwan Semiconductor (TSM) Cadence Design Systems Inc (CDNS) KLA Corp (KLAC) Marvell Technology Inc (MRVL) Morgan Stanley (MS) Lithium Americas Corp. Common Shares (LAC) Okta Inc (OKTA) Coinbase Global, Inc. (COIN) Mastercard, Inc. (MA) Mario Coin (COIN) USDC (USDC) Merit Circle (MC) Circle Internet Group, Inc. (CRCL) Applied Blockchain, Inc. Common Stock (APLD)

Top Social Posts #

Top posts by engagements in the last XX hours

"🎯I THINK $SHOP IS THE NEXT BIG E-COMMERCE GROWTH COMPANY 👇 X. Agentic Commerce: $SHOP partners with OpenAi to allow merchants to sell directly in ChatGPT. Shopify agentic commerce is an e-commerce evolution where AI agents like those in ChatGPT handle the entire shopping process for a customer. X. Partnership with $APP For Axon AI based AD Targeting X. $SHOP partnered with Stripe Shopify merchants across XX countries will be able to accept USDC a dollar-backed stablecoin. X. $SHOP has partnered with $COIN to integrate USDC payments on the Base network making stablecoin payments available to"
X Link @SanCompounding 2025-10-15T04:04Z 3121 followers, XXX engagements

"NSCALE getting deals now. Neocloud space is getting commoditized that can put pressure on margins $CRWV $NBUS $IREN NSCALE and Lambda labs"
X Link @SanCompounding 2025-10-14T23:10Z 3121 followers, XXX engagements

"🤯 2025s AI Capex Boom: The XX Biggest Deals Shaking the AI World 🚀 From mega-fundings to epic partnerships heres the top list (all in 2025) to NOTE-DOWN:: X. Microsoft/OpenAI Stargate Project: $500B AI infra plan over X yrs (launched Jan 25) X. OpenAI-Nvidia 10GW systems partnership ($100B) X. Alibaba $53B+ AI/cloud investment over X yrs X. CoreWeaves mega AI partnerships: OpenAI $22.4B Meta $14.2B Nvidia $6.3B plus ongoing multi-billion with Microsoft (total $45B+) X. Nebius-Microsoft $17.4B AI infrastructure deal (5-yr agreement) X. Scale AI $14.3B raise w/ Meta (49% stake $29B val) 7."
X Link @SanCompounding 2025-10-15T01:26Z 3121 followers, XXX engagements

"Stargate OpenAI Infra stack - Where $CRWV $CRDO and $ALAB fits 📶"
X Link @SanCompounding 2025-10-04T21:35Z 3122 followers, 2793 engagements

"$NVDA is becoming the Berkshire of AI companies. Nvidia to invest up to $X billion in xAI. That means a X% holding in xAI valued at $XXX billion. Concentrated in $CRWV as the largest bet 🎯"
X Link @SanCompounding 2025-10-08T12:18Z 3121 followers, 12K engagements

"This went unnoticed . AI IN PAYMENTS is a big leap ANT Financials $BABA $LKNCY Luckin Coffee is growing rapidly in US too"
X Link @SanCompounding 2025-09-11T14:03Z 3121 followers, XXX engagements

"🚀 AppLovins AXON went live with a game-changing Shopify integration AI-powered ads now seamless for DTC brands 👾 auto pixel setup 🛍 product catalogs 📲 smart bidding to crush ROAS $APP AXON AI 👇"
X Link @SanCompounding 2025-10-15T03:32Z 3121 followers, XXX engagements

"10 BEST AI STOCKS FALL TODAY 📉 $ALAB: -XXXX% $CRDO: -XXXX% $CRWV: -XXXX% $NBIS: -XXXX% $IREN: -XXXX% $AMSC: -XXXX% $VST: -XXXX% $NET: -XXXX% $PANW: -XXXX% $VRT: -XXX% Monday flush could be great entry points 🎯"
X Link @SanCompounding 2025-10-11T03:33Z 3121 followers, XXX engagements

"$APP has higher ROAS over $META. Apploving is extremely cheap considering the TAM opening up in Ad space"
X Link @SanCompounding 2025-10-13T19:12Z 3121 followers, XXX engagements

"Still Applies:: 💡 MY CALL :: CoreWeave could be a Trillion Dollar Hyperscaler next XX Years Heres why 📶 $META AI Super- intelligence :: XX B of private-credit debt + $X B of equity from Apollo Brookfield KKR Carlyle Group the largest single private-credit raise on record. Zuckerberg targeting XXX M GPUs online in 2025 for multi - GW clusters + Hyperion ( X GW). Thats a 2x GPUs scaling ✅ xAI already has 200K GPUs and raised $XX billion for AI GPUs build out scaling up to X Million GPUs. Thats a 5X GPUs scaling ✅ OpenAI has signed $XX billion deal with $CRWV to scale $NVDA GPU Accelerators"
X Link @SanCompounding 2025-09-18T13:35Z 3116 followers, XXX engagements

"💡 MY CALL :: CoreWeave could be a Trillion Dollar Hyperscaler next XX Years Heres why 📶 $META AI Super- intelligence :: XX B of private-credit debt + $X B of equity from Apollo Brookfield KKR Carlyle Group the largest single private-credit raise on record. Zuckerberg targeting XXX M GPUs online in 2025 for multi - GW clusters + Hyperion ( X GW). Thats a 2x GPUs scaling ✅ xAI already has 200K GPUs and raised $XX billion for AI GPUs build out scaling up to X Million GPUs. Thats a 5X GPUs scaling ✅ OpenAI has signed $XX billion deal with $CRWV to scale $NVDA GPU Accelerators 🎯Thesis For"
X Link @SanCompounding 2025-07-15T10:04Z 3116 followers, XXX engagements

"AI NEOCLOUDS ARE SMID CAPS TAT CAN HAVE SIGNIFICANT UPSIDE $CRWV $NBIS $IREN NSCALE There are X hidden SMIDS that will benefit from this Trillion AI Infra buildout $ALAB $CRDO"
X Link @SanCompounding 2025-10-13T14:37Z 3121 followers, XXX engagements

"Microsoft will not flag shortage of data center capacity till 2026. There will not be dark GPUs even in 2026 as Brad alluded 👇 Who needs to build these AI GPUs and Datacenters These XX AI Companies Across AI Ecosystem :: LLMs: $MSFT $GOOG $META GROK $BABA Nuclear: $GEV $SMR $OKLO Semis: $NVDA $AMD $TSM $ASML $CDNS $ARM $KLAC $ACMR ASICs: $AVGO $MRVL $META Energy/Grid: $AMSC $TLN $VST HPC connectivity: $CRDO $ALAB Data Centers: $IREN $NBIS $APLD AI Racks /HVAC: $SMCI $VRT $TGEN $DELL $TSSI Hyperscalers: $MSFT $CRWV $GOOGL $AMZN $ORCL Agentic AI: $RBRK $NOW $SNOW $CRM Cybersecurity: $PANW $NET"
X Link @SanCompounding 2025-10-11T14:16Z 3121 followers, XXX engagements

"Morgan Stanley recently raised its price target for Alibaba Group's ( $BABA) ADR by XX% to $XXX. Key factors influencing the upgrade: Strong cloud growth: The decision is driven by Alibaba's enhanced growth forecast which is supported by increased capital expenditures model upgrades and accelerated international expansion. Morgan Stanley analysts project cloud growth of XX% for fiscal year 2026 and XX% for fiscal year 2027. AI spending and partnerships: Morgan Stanley cited Alibaba's new partnership with $NVDA and its commitment to increasing AI spending as reasons for their "incrementally"
X Link @SanCompounding 2025-09-29T14:20Z 3119 followers, XXX engagements

"Best XX AI Driven QTD performers 🚀 X. Astera Labs ( $ALAB): +116.55% High-speed connectivity leader benefiting from explosive demand in AI data centers with strong Q3 revenue growth projections. X. Credo Technology ( $CRDO): +57.26% Provider of advanced connectivity solutions driven by over XX% expected revenue growth in AI-driven products like retimers and AECs. X. Nebius ( $NBIS): +102.91% AI NEO-Cloud provider. Large deal with $MSFT X. Iris Energy ( $IREN): +222.10% DOUBLING AI data centers capitalizing on energy-efficient compute power amid surging AI investments. X. AppLovin ( $APP):"
X Link @SanCompounding 2025-10-01T02:01Z 3114 followers, 9888 engagements

"Rare Earths are in demand but its tough to pick stocks. So buying an ETF is a great choice There are couple ETFs focused on rare earth stocks. X. VanEck Rare Earth and Strategic Metals ETF ( $REMX) Companies involved in mining refining and producing rare earth and strategic metals. Below is a detailed breakdown of the top XX holdings 👇 X. TSX: $LAC - Lithium Americas Corp. (8.09%) X. ASX: $LYC - Lynas Rare Earths Limited (7.63%) X. $MP - MP Materials Corp. (7.12%) X. ASX: $PLS - Pilbara Minerals Limited (6.42%) X. $ALB - Albemarle Corporation (6.38%) X. $SHA:600111 - China Northern Rare"
X Link @SanCompounding 2025-10-11T14:32Z 3121 followers, 5637 engagements

"AI Expands '$2 Trillion Total Addressable Market' For Cybersecurity Companies - McKinsey Here are the Top XX high-Growth Cybersecurity Companies in a Single Chart:: X. Okta( $OKTA) Identity and access management powerhouse in the cloud. Extensive integrations with thousands of apps for seamless access. Robust subscription growth and high customer retention. AI-enhanced security for modern workforce protection. X. Fortinet ( $FTNT) Integrated cybersecurity with the Security Fabric platform. Leadership in firewalls SD-WAN and network security. X. Palo Alto Networks ( $PANW) AI-powered precision"
X Link @SanCompounding 2025-10-14T02:13Z 3121 followers, XXX engagements

"NOW 💥: Coinbase and Mastercard in $2B bidding war to acquire Stablecoin company - BVNK Stripe had acquired Bridge for $XXX last year BVNK competitor. Now $COIN and $MC are bidding for Stablecoin firm and London-based BVNK with deal valuations ranging from $1.5B to $2.5B. Citi backed BVNK's core technology is effectively a payments rail to facilitate transactions in stablecoins globally"
X Link @SanCompounding 2025-10-10T12:28Z 3116 followers, XXX engagements

"AI revenue is now XX% of Broadcom total revenue and AI sales soared XXX% driven by its AI XPUs and Ethernet networking chips. OpenAI 🤝 Broadcom Deal Means Gross Margins on Custom Silicon chips are low 📉 Whats XPU now The integrated system (CPU + GPU on an SoC) alone has not been able to scale with the AI demand. This demand has given rise to XPU: X = Application Domain Vision Graphic Neural Video Audio P = Processing U = Unit Broadcom ( $AVGO) CEO Hock Tan said Serviceable addressable market" for the AI chips that Broadcom plays into could be $XX billion to $XX billion in fiscal 2027 based"
X Link @SanCompounding 2025-10-14T14:59Z 3121 followers, XXX engagements

"🚨 $CRDO Launches 112G SerDes IP for $TSMC N3 Process Technology 112G SerDes is the critical technology to enable AI/ML at scale and for companies developing their own custom silicon especially for large-scale AI and data center applications $CRDO is critical to (OpenAI and $AVGO) s XX GW of custom AI chips and computing systems DEAL over the next X years. OpenAI has agreed to buy to XX gigawatts from $AVGO. OpenAI plans to deploy custom GPUs starting in the H2 of 2026. It is aiming to build XXX gigawatts of new computing capacity by 2033"
X Link @SanCompounding 2025-10-14T12:50Z 3121 followers, XXX engagements

"$ALAB $CRDO $IREN $CRWV $NBIS TO BENEFIT FROM TRILLION DOLLAR CAPEX SMID CAPS WILL HAVE HI-CONVEXITY"
X Link @SanCompounding 2025-10-06T16:08Z 3121 followers, 4416 engagements

"$APLD up XX% 1/ 🚀 Applied Digital smashes Q1: $64.2M revenue up XX% YoY Fueling the AI boom with hyperscaler deals. 2/ 💥 Mega lease alert: 150MW deal with CoreWeave locks in $11B revenue for Polaris Forge 1fully leased & expanding to 1GW+ Whos next $crwv 3/ 🏗 Construction on fire: 100MW building done soon next 150MW underway. Broke ground on Polaris Forge X (300MW AI Factory)scaling to 1GW with hyperscaler (could be $MSFT) talks heating up 4/ 💰 Funding flood: $112.5M from Macquaries $5B facility + $50M for new campus + $200M Series G. CEO: Were the picks & shovels of AIs $350B gold rush"
X Link @SanCompounding 2025-10-11T11:40Z 3115 followers, 1055 engagements