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@TheValueist Avatar @TheValueist TheValueist

TheValueist posts on X about $ceg, $vst, $tln, $googl the most. They currently have XXXXX followers and 1581 posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

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Mentions: XX #

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Followers: XXXXX #

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CreatorRank: XXXXXXX #

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Social category influence stocks finance technology brands cryptocurrencies automotive brands exchanges countries

Social topic influence $ceg, $vst, $tln, $googl #1869, data center #38, $nvda #312, bloomberg, googl #185, $nrg, vst

Top assets mentioned Constellation Energy Corp (CEG) Vistra, Corp. (VST) TALEN ENERGY CORP (DE) (TLN) Alphabet Inc Class A (GOOGL) NVIDIA Corp. (NVDA) NRG Energy Inc (NRG) Artificial Intelligence (AI4) Broadcom, Inc. (AVGO) GE Vernova Inc. (GEV) GammaSwap (GS) Amphenol Corporation (APH) Tesla, Inc. (TSLA) ServiceNow Inc (NOW) Micron Technology, Inc. (MU) Bitcoin (BTC) PENG (PENG) Verisign, Inc. (VRSN) SAP SE (SAP) Now Coin (NOW) Super Micro Computer, Inc. Common Stock (SMCI) Cloudflare, Inc. (NET) Nasdaq Inc (NDAQ) Blackstone, Inc. (BX) Advanced Micro Devices (AMD) SPDR S&P XXX ETF Trust (SPY) Equinix Inc (EQIX) General Electric Company (GE) GE HealthCare Technologies Inc. Common Stock (GEHC) Coinbase Global, Inc. (COIN) Kyndryl Holdings, Inc. (KD) Hundred Million (100M) Intel Corporation (INTC) Goldman Sachs (GS)

Top Social Posts #

Top posts by engagements in the last XX hours

"$SMCI Super Micro Computer operates at the inflection point where the White House AI Action Plans pillars of infrastructure buildout semiconductor selfsufficiency and nationalsecurity compute converge and the documents repeated emphasis on vast AI infrastructure highsecurity data centers and commodity compute spot markets reshapes the companys attainable total addressable market margin structure and geopolitical risk profile over the next XX years. Demand for SMCIs GPUdense liquidcooled rackscale systems is levered to the plans streamlined NEPA exclusions and FAST41 treatment for data"
@TheValueist Avatar @TheValueist on X 2025-07-23 15:07:28 UTC 1552 followers, XXX engagements

"$TSLA Tesla Q2 2025 Earnings Call: AI Data Centers and Computing Infrastructure Analysis Executive Summary Tesla's Q2 2025 earnings call revealed significant insights into the company's AI strategy computing infrastructure and positioning relative to major tech players. While Nvidia was not explicitly mentioned Tesla emphasized its differentiation in "real-world AI" versus data center AI claimed superiority over Google in practical AI applications and introduced a novel metric called "intelligence density" (intelligence per gigabyte). The company is pursuing a dual-path AI strategy through"
@TheValueist Avatar @TheValueist on X 2025-07-23 23:42:07 UTC 1545 followers, XXX engagements

"$NET Cloudflares decision to block every verified AI crawler by default and to roll out a paypercrawl clearinghouse represents a phase change in the webs data supply curve. Roughly XX % of global websites route traffic through Cloudflares edge so the policy instantly shifts tens of trillions of monthly HTTP requests from freetoscrape into a permissionbased marketplace. The companys prior oneclick optout deployed in 92024 attracted more than X M domains; flipping the default multiplies the surface area to tens of millions overnight. The new platform returns HTTP XXX responses that quote"
@TheValueist Avatar @TheValueist on X 2025-07-17 15:31:06 UTC 1547 followers, XXX engagements

"$NDAQ Nasdaq Q2 2025 Earnings Call: Comprehensive Analysis of AI Data Centers and Cloud Computing Executive Summary Nasdaq's Q2 2025 earnings call revealed significant investments and strategic initiatives in artificial intelligence particularly in their Financial Technology division. The company is deploying AI across two main tracks: integrating AI into products for clients and using AI internally for operational efficiency. Data center expansion and cloud infrastructure play supporting roles in their technology transformation strategy. Notably Nvidia was not mentioned during the call. 1."
@TheValueist Avatar @TheValueist on X 2025-07-24 18:38:41 UTC 1550 followers, XXX engagements

"$BX Blackstone Q2 2025 Earnings Call: Comprehensive AI & Data Center Analysis Executive Summary Blackstone's Q2 2025 earnings call revealed significant exposure to and strategic focus on artificial intelligence infrastructure particularly through data center investments. While the firm did not mention generative AI cloud computing or Nvidia specifically the discussion highlighted how AI's infrastructure needs are creating "extremely positive dynamics" for their business across multiple investment platforms. Key AI-Related Themes X. AI Infrastructure as a Major Investment Driver CEO Stephen"
@TheValueist Avatar @TheValueist on X 2025-07-24 18:35:40 UTC 1550 followers, XXX engagements

"$NVDA $AMD Jensen Huang and Lisa Su offer congruent but distinct perspectives that taken together sharpen the investment map for AI hardware compute infrastructure and supplychain localization over the next decade. Huangs remarks underscore that the GPU is no longer a point product but an indispensable node in an emerging global AI factory complex. He framed todays buildout as only a few hundred billion dollars into what will become a multitrilliondollar annual capex envelope driven by the need to manufacture tokens continuously rather than ship static software. That thesis extends Nvidias"
@TheValueist Avatar @TheValueist on X 2025-07-24 12:23:19 UTC 1552 followers, XXX engagements

"It is telling that the PE owners of $CPN - Calpine are willing to take this much $CEG stock. (Wall Street Journal) -- Energy Capital Partners and other backers of power plant operator Calpine made a big bet by selling the company to Constellation Energy and agreeing to wait as much as two years or more to fully realize the potential profits from their investment which might top $XX billion. Constellation agreed to pay $XXX billion in cash and XX million shares for Calpine valued at $XXXX billion when the transaction was announced Friday. The value of the shares rose to $XXXXX billion by"
@TheValueist Avatar @TheValueist on X 2025-01-15 13:55:13 UTC 1549 followers, XXX engagements

"$000660 $MU SK Hynix Q2 2025 Earnings Call - AI Data Center & Nvidia Deep Dive Analysis Executive Summary SK Hynix's Q2 2025 earnings call revealed the company's central positioning in the AI infrastructure revolution. Management painted a picture of explosive AI demand evolution - from basic training to advanced reasoning models and autonomous agents - driving unprecedented memory requirements. The company's HBM products have become critical bottlenecks in AI system performance with "major GPU customers" (clearly referencing Nvidia without naming them) driving aggressive procurement. The"
@TheValueist Avatar @TheValueist on X 2025-07-24 01:28:30 UTC 1548 followers, XXX engagements

"@yieldsearcher It makes sense I understand it. Almost a perfect use case of Blockchain. There will be mistakes/fraud/bad actors but those should get rung out and it be an overall net positive"
@TheValueist Avatar @TheValueist on X 2025-07-23 01:03:06 UTC 1553 followers, XX engagements

"It does feel like the big gains of the last XX weeks are slowing down. Happy to be proven wrong but I don't see $SPY moving up another XX% by the end of this earnings season"
@TheValueist Avatar @TheValueist on X 2025-07-21 22:16:43 UTC 1551 followers, XXX engagements

"$EQIX *ELLIOTT IS SAID TO BOOST STAKE IN DATA CENTER REIT EQUINIX"
@TheValueist Avatar @TheValueist on X 2025-07-21 14:58:54 UTC 1545 followers, XXX engagements

"$TLN Talen Energy Expands and Enhances Portfolio with Best-in-Class CCGT Acquisitions in PJM HOUSTON July XX 2025 (GLOBE NEWSWIRE) -- Talen Energy Corporation (Talen we or our) (NASDAQ: TLN) a leading independent power producer announced it has signed definitive agreements to acquire Caithness Energys Moxie Freedom Energy Center (Moxie) in Pennsylvania and Caithness Energy and BlackRocks Guernsey Power Station (Guernsey) in Ohio both combined-cycle gas-fired plants located within the PJM power market. The net acquisition price is $XXX billion after adjusting for estimated tax benefits or"
@TheValueist Avatar @TheValueist on X 2025-07-17 20:15:53 UTC 1553 followers, XXX engagements

"$GEV (Bloomberg) -- General Electric Co. sold $X billion of investment-grade bonds on Tuesday its first such offering since the spinoffs of what are now GE HealthCare Technologies Inc. and GE Vernova Inc. The longer-tenored note in the two-part deal a 10.5-year security will yield XXXX percentage point above comparable Treasuries according to a person familiar with the matter who asked not to be identified discussing private details. Initial price talk was for a spread of about XXX percentage point and for both bonds seemed to be roughly 25-35 bps wider than its secondary curve leaving"
@TheValueist Avatar @TheValueist on X 2025-07-22 20:31:48 UTC 1545 followers, XXX engagements

"Who is going to acquire $TLN now Definitely a deal that could get done post $CEG / $CPN - Calpine now. I'm highly certain Rubric would love a liquidity event now"
@TheValueist Avatar @TheValueist on X 2025-01-10 13:45:56 UTC 1549 followers, XXX engagements

"In honor of $BTC hitting $121k I'm sharing my first Bitcoin purchase ever which was via Coinbase. It is for my own posterity as I feel Coinbase might start deleting old data. Yes I wish I had bought much much more over these past XX years. C'est la vie"
@TheValueist Avatar @TheValueist on X 2025-07-14 04:25:37 UTC 1539 followers, XXX engagements

"$CEG $VST $NRG $TLN $GEV The transcript makes clear that the accelerating deployment of generativeAI infrastructure is creating the largest structural inflection in United States electricity demand since postwar electrification. For X decades load growth had been effectively zero allowing policy regulatory practice and utility capital budgeting to converge on the assumption of a flat demand curve. That regime is over. Hyperscalers are now contracting for gigawatts of incremental baseload and their aggregate load projections point to a highsingledigit compound annual growth rate in U.S."
@TheValueist Avatar @TheValueist on X 2025-07-20 14:19:55 UTC 1553 followers, XXX engagements

"Given last night's $GOOGL earnings and capex build as well as data points from other earnings thus far I believe this $NVDA 12/17/27 c200/270 bull spread for $XXXXX is one of the best r/r GAI infrastructure opportunities in the market now. You must be willing to hold until expiration and let the story play out. Set it and forget it. IRRs at expiration of XX% for stock at $XXX and XX% for stock at $XXX. Breakeven of $XXXXXX so the downside is limited"
@TheValueist Avatar @TheValueist on X 2025-07-24 14:08:07 UTC 1550 followers, XXX engagements

"$CEG $VST $TLN $NRG - it will be a hot week"
@TheValueist Avatar @TheValueist on X 2025-07-23 04:03:34 UTC 1550 followers, XXX engagements

"$CEG $VST $TLN $NRG The 2026/2027 PJM Base Residual Auction cleared 134311 MW UCAP at the FERCapproved cap of $329.17/MWday across every zone versus $269.92/MWday RTOwide in the prior auction and well below the prioryear zonal highs of $466.35/MWday and $444.26/MWday in BGE and Dominion. The uniform clearing at the cap implies that marginal supply is now systemwide rather than local confirming that the upward step change in the administrative cap implemented this cycle instantly became binding. Aggregate capacity revenues for the delivery year will rise approximately XX % for RTOwide"
@TheValueist Avatar @TheValueist on X 2025-07-22 20:34:44 UTC 1549 followers, 1006 engagements

"This is an outstanding $GS podcast on how critical power is to the GAI infrastructure buildout"
@TheValueist Avatar @TheValueist on X 2025-07-18 22:51:53 UTC 1546 followers, 1768 engagements

"There is no scenario in the White House AI plan that I see as bearish or ambivalent whatsoever for the GAI infrastructure trade"
@TheValueist Avatar @TheValueist on X 2025-07-23 16:13:42 UTC 1548 followers, XXX engagements

"People and the Fed are not considering the deflationary setups happening in other countries. As much as Trump has tried we are still a global interconnected economy"
@TheValueist Avatar @TheValueist on X 2025-07-23 11:37:39 UTC 1545 followers, XXX engagements

"$KD all time high. --- KD: Kyndryl Holdings price target raised to $XX from $XX at Oppenheimer Oppenheimer raised the firm's price target on Kyndryl Holdings to $XX from $XX and keeps an Outperform rating on the shares. The path to EPS of about $X has become clearer the firm says. The company continues to win new business at a healthy clip and low/no-margin business continues to reprice. Cloud and Consult should push topline growth into the mid-single digit by FY28 with pre-tax income margins of XXX% in FY28 Oppenheimer adds"
@TheValueist Avatar @TheValueist on X 2025-07-08 17:33:20 UTC 1545 followers, XXX engagements

"China embarks on world's largest hydropower dam capital markets cheer -"
@TheValueist Avatar @TheValueist on X 2025-07-22 02:32:40 UTC 1553 followers, XXX engagements

"A good thought to check. I am not sure what data you are looking at however $GOOGL has outperformed $QQQ since January X 2007. That being said QQQ is a phenomenal index ETF beautifully capturing momentum and trends with its rebalancing and reconstitution. It is anything but passive"
@TheValueist Avatar @TheValueist on X 2025-07-22 14:38:42 UTC 1547 followers, XXX engagements

"These ARR numbers are fantastic for OAI and Anthropic and $NVDA but don't let them fool you. I have heard from multiple sources that these IDEs (Cursor Devin etc.) are operating at razor-thin gross margins with some even incurring negative gross margins. They are simply traffic acquisition vehicles for the frontier models with the ability to be disintermediated by the likes of Claude Code when the frontier models deem it necessary. Don't forget the Windsurf $3bn deal that fell apart with $GOOGL hiring the key employees (CEO etc) leaving a shell of a company. All this is still beneficial for"
@TheValueist Avatar @TheValueist on X 2025-07-23 14:23:18 UTC 1547 followers, XXX engagements

"$INTC Intel Q2 2025 Earnings Call - AI Data Center & Cloud Computing Deep Dive Analysis Executive Summary Intel's Q2 2025 earnings call revealed a company acknowledging its significant lag in AI while articulating a differentiated strategy focused on inference and agentic AI rather than competing head-on with Nvidia in training. The company is pivoting from a "silicon-centric" to a "full-stack" AI approach targeting edge inference and emerging agentic workloads. Data center performance showed mixed results with traditional server strength offset by hyperscale volatility while the company"
@TheValueist Avatar @TheValueist on X 2025-07-24 23:15:46 UTC 1550 followers, XXX engagements

"These builds and conversions are nonstop. TVA on track building new Cumberland Natural Gas Power Plant southeast of Clarksville PHOTOS"
@TheValueist Avatar @TheValueist on X 2025-07-23 01:44:44 UTC 1552 followers, XXX engagements

"$GS bullish Goldman Sachs Group Inc: The bank has decided not to go ahead with a second round of broad performance-based job cuts from its 46000-strong workforce this year after a better-than-expected recovery in investment banking Financial Times reported. The bank's investment banking fees and client engagement have risen alongside continued strength in its trading division the FT report said citing people familiar with the matter. Goldman's move on the cuts is subject to change if economic conditions shift the newspaper said"
@TheValueist Avatar @TheValueist on X 2025-07-24 13:16:00 UTC 1550 followers, XXX engagements

"$GEV GE Vernova Q2 2025 Earnings Call - Detailed AI & Data Center Analysis Executive Summary While GE Vernova's Q2 2025 earnings call did not specifically mention Nvidia or generative AI data centers emerged as a critical growth driver for the company's power generation business. The explosive growth in data center demanddriven implicitly by AI workloadsis creating urgent needs for reliable quickly deployable power solutions. GE Vernova is capitalizing on this trend through gas turbines (especially aeroderivatives) grid equipment and AI-enhanced grid management software. The company is seeing"
@TheValueist Avatar @TheValueist on X 2025-07-23 13:42:44 UTC 1545 followers, XXX engagements

"$APH Amphenol Q2 2025 - AI & Data Center Deep Dive Analysis Executive Summary Amphenol's Q2 2025 earnings call revealed the company as a critical enabler of the AI infrastructure revolution with AI-related products driving approximately two-thirds of the company's explosive IT Datacom growth. The company is supplying essential high-speed interconnects power solutions and fiber-optic components to the entire AI ecosystemfrom chip makers to hyperscale cloud providers. Management emphasized they are in the "early innings" of AI adoption with strong visibility into continued growth based on"
@TheValueist Avatar @TheValueist on X 2025-07-23 18:23:32 UTC 1552 followers, XXX engagements

"Watch the pump in $RKT if JPow gets fired. Citron and other hyping it up"
@TheValueist Avatar @TheValueist on X 2025-07-21 17:31:16 UTC 1545 followers, XXX engagements

"$CEG (Bloomberg) -- Constellation Energy Corp. is planning to pursue a nuclear project in upstate New York responding to a push from the governor. The biggest US nuclear operator already has three plants in New York and Chief Executive Officer Joe Dominguez said these would be logical sites for a new reactor. The US is seeing growing enthusiasm for nuclear energy to meet surging power demand driven by artificial intelligence data centers factories and increasingly electrified homes. But few companies are willing to take on a major project without government support given cost overruns and"
@TheValueist Avatar @TheValueist on X 2025-07-15 19:17:31 UTC 1553 followers, XXX engagements

"HCW Rational Hashprice Forecasts and Bitcoin Mining Coverage Extension Expanding our broad bitcoin mining coverage. Complications surrounding bitcoin mining have escalated in lock step with the network hash rate this past year as technological advances geopolitical trauma and macroeconomic flux each in their own way shape process and profitability. The latter point here macroeconomic factors in our view exacts the greatest influence over bitcoin pricing where past bitcoin price cycles benefited from combinations of money printing zero interest rates and steady economic growth promoting an"
@TheValueist Avatar @TheValueist on X 2025-07-23 14:04:15 UTC 1547 followers, XXX engagements

"$MC LVMH S1 2025 Earnings Call - Analysis of AI/Technology Discussions Executive Summary No discussions of AI generative AI data centers cloud computing or Nvidia were found in the LVMH S1 2025 earnings call transcript. Detailed Analysis Search Results After a comprehensive review of the entire LVMH S1 2025 earnings call transcript dated July XX 2025 I found: Zero mentions of generative AI or artificial intelligence Zero mentions of data centers Zero mentions of cloud computing Zero mentions of Nvidia or any semiconductor/chip companies Zero mentions of any technology infrastructure topics"
@TheValueist Avatar @TheValueist on X 2025-07-24 18:40:35 UTC 1550 followers, XXX engagements

"$PENG (Bloomberg) -- (Corrects year-ago net interest expense in the third bullet.) Penguin Solutions Inc. rises as much as XXX% the most intraday since May XX after the technology company raised its year adjusted EPS forecast and posted 3Q profit that topped estimates. Operating expenses as a percentage of net sales were down year-over-year driven by higher net sales volumes and stable spending levels CFO Nate Olmstead said on the earnings call Net interest expense declined to $573000 from $6.2m in the year-earlier period according to the slideshow (page 24)NOTE: June XX JPMorgan Leads $400"
@TheValueist Avatar @TheValueist on X 2025-07-09 19:20:16 UTC 1550 followers, XXX engagements

"To my previous post about these wrappers and IDEs being nothing more than simply traffic generation for the frontier LLMs. They are like SEO. There is a very low likelihood the number two guy in at Windsurf would have gotten screwed like this if there was real value in Windsurfs business. Still all great for the GAI infrastructure trade and $NVDA"
@TheValueist Avatar @TheValueist on X 2025-07-24 18:09:28 UTC 1550 followers, XXX engagements

"Outstanding video by @FundamentEdge and explanation of how people won being long $GOOGL over the past XX years. This report synthesizes the valuation methodology outlined in the discussion expands it into an investable framework and then applies that framework to a fullscale assessment of a long position in Google. The target audience is a hedgefund investment committee that is proficient in financial theory and deeply familiar with technology equities. Begin with the central analytical premise: any enterprise value can be deconstructed into X components. The first is the steadystate value of"
@TheValueist Avatar @TheValueist on X 2025-07-22 00:16:57 UTC 1550 followers, 28.9K engagements

"*SK HYNIX RISES X% IN PRE-MARKET AFTER 2Q OPER. PROFIT BEAT EST. (Bloomberg) -- SK Hynix Inc. outlined plans to quicken spending on advanced memory chip capacity after reporting record earnings reflecting surging AI demand and a drive to stay ahead of rivals. The South Korean company notched a bigger-than-expected XX% jump in operating income in the June quarter. It now aims to accelerate planned investments preemptively in areas including high-bandwidth memory (HBM) the company said. Demand for memory is expected to continue to grow with customers launching new products in the second half of"
@TheValueist Avatar @TheValueist on X 2025-07-23 23:49:07 UTC 1550 followers, XXX engagements

"$TSLA (Bloomberg) -- Tesla reported adjusted earnings per share for the second quarter that missed the average analyst estimate. SECOND QUARTER RESULTS Adjusted EPS 40c vs. 52c y/y estimate 42c (Bloomberg Consensus) EPS 33c vs. 42c y/y Revenue $XXXXX billion -XX% y/y estimate $XXXXX billion Gross margin XXXX% vs. XX% y/y estimate XXXX% NOTE For Bloomberg Consensus estimates used in this story see: TSLA Equity MODL XX buys XX holds XX sells"
@TheValueist Avatar @TheValueist on X 2025-07-23 20:11:46 UTC 1552 followers, XXX engagements

"$GOOGL $AVGO $NVDA 📷Edit Hot Headlines Alert *ALPHABET 2Q GOOGLE CLOUD REV. $13.62B EST. $13.14B"
@TheValueist Avatar @TheValueist on X 2025-07-23 20:07:26 UTC 1549 followers, XXX engagements

"$CEG $VST $TLN $NRG (Bloomberg) -- Business and households supplied by the largest US grid will pay $XXXX billion to ensure there is enough electricity supply to meet soaring power demand including that from a massive buildout in AI data centers. The payouts to generators for the year starting June 2026 topped last years record $XXXX billion according to PJM Interconnection LLC which operates the grid stretching from the Midwest to the mid-Atlantic. That puts the capacity price per megawatt each day at $XXXXXX from $XXXXXX. This is the first auction that included both a price floor and cap."
@TheValueist Avatar @TheValueist on X 2025-07-22 20:05:19 UTC 1550 followers, 5765 engagements

"$PENG Penguin Solutions Q3 2025: Comprehensive AI & Data Center Analysis Executive Summary While Penguin Solutions did not mention Nvidia or generative AI specifically the entire earnings call was fundamentally centered around AI infrastructure deployment with the company positioning itself as a critical enabler of enterprise AI adoption. The company's thesis that 2023-2024 AI investments would translate to production deployments in 2025-2026 appears to be materializing with concrete evidence of enterprise-scale buildouts beginning. Key AI-Related Findings X. AI Adoption Timeline & Market"
@TheValueist Avatar @TheValueist on X 2025-07-09 19:33:25 UTC 1552 followers, XXX engagements

"$ENB $META (Bloomberg) -- (Updates with share price move.) Enbridge Inc. shares rose XXX% in premarket trading after the energy company announced that construction of its XXX MW Clear Fork solar facility near San Antonio is underway. Facility seen entering service during the summer of 2027 Meta signed a long-term contract for XXX% of the renewable output of the project Enbridges estimated project cost is about $XXX million Project seen accretive to cash flow and EPS starting in 2027"
@TheValueist Avatar @TheValueist on X 2025-07-22 11:42:29 UTC 1547 followers, XXX engagements

"The White House document outlines an aggressive wideranging policy framework that places artificial intelligence at the center of U.S. industrial strategy. The scale breadth and deregulatory bias of the initiative imply a multiyear capital expenditure cycle across semiconductors energy data centers and defense while simultaneously accelerating adoption of AI software throughout the economy. From an investment standpoint the proposal acts as a forcemultiplier for cash flows of infrastructure providers and select upstream technology vendors redistributes economic rents across the model stack"
@TheValueist Avatar @TheValueist on X 2025-07-23 14:54:00 UTC 1552 followers, 1116 engagements

"$VRSN VeriSign Q2 2025 Earnings Call: Comprehensive AI Cloud Computing & Technology Infrastructure Analysis Executive Summary VeriSign's Q2 2025 earnings call revealed a nuanced and strategically cautious approach to AI adoption with CEO Jim Bidzos providing extensive commentary on both the opportunities and risks AI presents to the domain name industry. Notably VeriSign maintains a deliberate strategy of avoiding public cloud infrastructure in favor of its proprietary physical infrastructure across 60+ countries. No mentions were made of Nvidia specific data center vendors or detailed AI"
@TheValueist Avatar @TheValueist on X 2025-07-24 23:03:13 UTC 1550 followers, XXX engagements

"Do people understand this is only one LLM provider They must be seeing astronomical demand. Still the first inning in GAI infrastructure buildout. $NVDA $TSM $ORCL $CEG $VST"
@TheValueist Avatar @TheValueist on X 2025-07-22 12:54:07 UTC 1545 followers, 2464 engagements

"$SAP Q2 2025 Earnings Call - AI Cloud Computing & Data Center Deep Dive Analysis Executive Summary SAP's Q2 2025 earnings call revealed a company at the forefront of enterprise AI adoption with over XX% of cloud deals including AI use cases and a comprehensive AI strategy spanning from infrastructure to applications. The company is leveraging AI both externally (customer solutions) and internally (productivity gains of 20-50% in various functions). Notably absent was any mention of Nvidia or specific AI infrastructure partnerships suggesting SAP's AI strategy focuses on application-layer"
@TheValueist Avatar @TheValueist on X 2025-07-23 10:54:27 UTC 1553 followers, XXX engagements

"$GOOGL FCF getting destroyed by capex which is great for $NVDA $AVGO. Let's hope it is a positive ROI for GOOGL to keep the GAI infrastructure trade alive"
@TheValueist Avatar @TheValueist on X 2025-07-23 20:24:38 UTC 1550 followers, 1145 engagements

"Surge emerged in 2020 as a verticallyintegrated dataplatform company focused on frontiergrade RLHF and evaluation data for largescale language and multimodal models. The founder Edwin bootstrapped the MVP in weeks posted an open invitation on his blog and converted latent demand from research groups at most frontier labs into paying customers. The business has been profitable since month X scaled to USD X billion in annual revenue by 2025 and still has no institutional equity capital no classical sales force and almost no managerial overhead. Headcount is undisclosed but inferred to be low"
@TheValueist Avatar @TheValueist on X 2025-07-22 17:48:04 UTC 1552 followers, XXX engagements

"Somehow @coatuemgmt left off all the US merchant power names. $CEG $VST $TLN $NRG"
@TheValueist Avatar @TheValueist on X 2025-07-22 23:33:19 UTC 1545 followers, XXX engagements

"After results from PJM's 2026/27 Base Residual Auction were released and prices cleared at the ceiling of $329.17/MW-day Morgan Stanley analyst David Arcaro contends that the price increase has "the most meaningful impact" on EBITDA for Talen Energy $TLN and "modest impacts" to Vistra $VST Constellation Energy $CEG PSEG (PEG) and NRG Energy $NRG. The auction results reflect tight market fundamentals says the analyst who expresses "increased conviction" in the 2027/28 auction in December also clearing at the ceiling"
@TheValueist Avatar @TheValueist on X 2025-07-23 13:10:45 UTC 1551 followers, XXX engagements

"$GS $MS $JPM The power of GAI - this might be my best earnings transcript analysis so far"
@TheValueist Avatar @TheValueist on X 2025-07-19 01:07:26 UTC 1545 followers, XXX engagements

"Hahaha - turning $VST into a stonk. Defiance Launches VSTL: The First 2X Leveraged ETF on VST (Vistra Corp) MIAMI July XX 2025 (GLOBE NEWSWIRE) -- Defiance ETFs a leader in thematic and leveraged exchange-traded funds today announced the launch of a new innovative ETF: the Defiance Daily Target 2X Long VST ETF (Ticker: VSTL). VSTL provides investors with amplified 2X daily exposure to Vistra Corp. (VST) empowering retail investors to capitalize on high-growth opportunities in the energy sectors without the need for a margin account. VSTL aims to provide XXX% of the daily performance of Vistra"
@TheValueist Avatar @TheValueist on X 2025-07-22 11:33:23 UTC 1545 followers, XXX engagements

"To my previous post about these wrappers and IDEs being nothing more than simply traffic generation for the frontier LLMs. They are like SEO. There is a very low likelihood the number two guy in at Windsurf wouldn't have gotten screwed like this if there was real value in Windsurfs business. Still all great for the GAI infrastructure trade and $NVDA"
@TheValueist Avatar @TheValueist on X 2025-07-24 17:33:32 UTC 1550 followers, XXX engagements

"$APH (Bloomberg) -- Amphenol forecast sales for the third quarter; the guidance beat the average analyst estimate. THIRD QUARTER FORECAST Sees sales $XXX billion to $XXX billion estimate $XXXX billion (Bloomberg Consensus) Sees adjusted EPS 77c to 79c estimate 70c SECOND QUARTER RESULTS Adjusted EPS 81c estimate 67c EPS 86c Net sales $XXXX billion +57% y/y estimate $XXXX billion Harsh EnvironmentSolutions net sales $XXXX billion +38% y/y estimate $XXXX billion Interconnectand Sensor Systems net sales $XXXX billion +16% y/y estimate $XXXX billion Communications Solutions net sales $2.91"
@TheValueist Avatar @TheValueist on X 2025-07-23 12:16:11 UTC 1545 followers, XXX engagements

"$GOOGL $AVGO $NVDA *ALPHABET SEES FY CAPEX ABOUT $85B SAW ABOUT $75B EST. $73.31B"
@TheValueist Avatar @TheValueist on X 2025-07-23 20:07:04 UTC 1550 followers, 4710 engagements

"*AMD CEO SU SAYS CHIPS FROM US TSMC PLANT COST 5-20% MORE"
@TheValueist Avatar @TheValueist on X 2025-07-23 18:55:27 UTC 1552 followers, XXX engagements

"Via Jefferies. Read through on $MU and SKH. Samsung Electronics (005930 KS BUY) Prelim OP HUGE Beat SEC (005930 KS) 1Q Prelim out. W6.6tn. HUGE BEAT by +15%-30% BBG OP cons was at W5.74tn / Local FnGuide cons was at W5.1tn. Unexpected HUGE BEAT on OP side. Sales also at W79tn tops cons of W76.7tn. Given it's only prelim no further details going to be disclosed by the co until the call on XX April. Brokers will come out with their own estimate in breakdown. Seems Buy-side PMs also scratching their heads. Some local news speculates the beat's likely driven by BTE smartphone sales with new"
@TheValueist Avatar @TheValueist on X 2025-04-08 10:15:09 UTC 1550 followers, XXX engagements

"$APH *AMPHENOL TURNS NEGATIVE DURING EARNINGS CONF CALL DOWN 1.5%"
@TheValueist Avatar @TheValueist on X 2025-07-23 17:25:03 UTC 1548 followers, XXX engagements

"$NOW (Bloomberg) -- ServiceNow boosted its subscription revenue guidance for the full year; the guidance beat the average analyst estimate. YEAR FORECAST Sees subscription revenue $XXXXX billion to $XXXXX billion saw $XXXXX billion to $XXXXX billion estimate $XXXXX billion (Bloomberg Consensus) Still sees Subscription adj. gross margin XXXX% estimate XXXX% THIRD QUARTER FORECAST Sees subscription revenue $XXXX billion to $XXXX billion estimate $XXXX billion Sees current remaining performance obligation +18.5% SECOND QUARTER RESULTS Adjusted EPS $XXXX vs. $XXXX y/y estimate $XXXX Revenue $3.22"
@TheValueist Avatar @TheValueist on X 2025-07-23 20:16:30 UTC 1549 followers, XXX engagements

"Heres how the implied earnings-day moves of these companies fared in past earnings: Overpriced: Amphenol (5/8) Boston Scientific (7/8) Freeport (6/8) GE Vernova (5/5) Hilton Worldwide (6/8) ServiceNow (5/8) Underpriced: Alphabet GOOGL (7/8) Alphabet GOOG (5/8) IBM (5/8) Lamb Weston (5/8) Tesla (6/8) No clear trend: Fiserv Las Vegas Sands Molina Thermo Fisher United Rentals"
@TheValueist Avatar @TheValueist on X 2025-07-23 11:11:20 UTC 1545 followers, XXX engagements

"$GOOGL $FWONA - Formula X is red hot right now. Alphabet Inc: Google's AI investments are primarily in technical infrastructure Google APAC head of AI and emerging tech policy Eunice Huang said. "As our CEO has said in these early days of a very transformative technology the risks of under investing are dramatically higher than the risks of over investing" Huang said during a panel discussion at the Reuters NEXT Asia summit in Singapore. Separately the company is in talks to acquire the U.S. broadcast rights to screen Formula X when the contract becomes available next year the Financial Times"
@TheValueist Avatar @TheValueist on X 2025-07-09 12:31:05 UTC 1551 followers, XXX engagements

"$NOW ServiceNow Q2 2025 Earnings Call: Comprehensive AI Cloud Computing & NVIDIA Analysis Executive Summary ServiceNow's Q2 2025 earnings call revealed an aggressive AI-first strategy that positions the company as the central orchestration layer for enterprise AI deployments. The company has transformed from a workflow automation platform to what CEO Bill McDermott calls "the extensible AI operating system for the agentic enterprise." With AI Control Tower exceeding full-year targets in just XX days Now Assist usage growing 9x in three months and a deepening partnership with NVIDIA on custom"
@TheValueist Avatar @TheValueist on X 2025-07-23 23:27:31 UTC 1550 followers, XXX engagements

"$GOOGL Sundar - I also want to mention Veo X our state-of-the-art video generation model. It''s been a viral hit with people sharing clips created in the Gemini app and with our new AI filmmaking tool Flow. Since May over XX million videos have been generated using Veo X. And we recently introduced a feature in the Gemini app to turn photos into videos which people absolutely love. It''s also rolling out to Google Photos users starting today. Third our products and platforms. We are bringing AI to all our users and partners through surfaces like Workspace Chrome and more. The growth and usage"
@TheValueist Avatar @TheValueist on X 2025-07-23 20:47:25 UTC 1552 followers, XXX engagements

"$SAP (Bloomberg) -- SAP reported non-IFRS cloud revenue for the second quarter that met the average analyst estimate. SECOND QUARTER RESULTS Non-IFRS revenue EU9.03 billion estimate EU9.07 billion (Bloomberg Consensus)Non-IFRS cloud and software revenue EU7.97 billion estimate EU7.99 billion Non-IFRS cloud revenue EU5.13 billion estimate EU5.17 billion Non-IFRS cloud revenue in constant currencies +28% estimate +25.4% Non-IFRS gross profit EU6.64 billion estimate EU6.66 billion Non-IFRS operating profit EU2.57 billion estimate EU2.43 billion Profit after tax EU1.75 billion estimate EU1.55"
@TheValueist Avatar @TheValueist on X 2025-07-22 20:08:14 UTC 1549 followers, XXX engagements

"*EU DIPLOMATS SEE PROGRESS TOWARD US TRADE DEAL WITH XX% TARIFFS"
@TheValueist Avatar @TheValueist on X 2025-07-23 16:08:12 UTC 1550 followers, XXX engagements

"Merchant power names post-close are loving these PJM auction results. $CEG $VST $TLN $NRG"
@TheValueist Avatar @TheValueist on X 2025-07-22 20:14:04 UTC 1552 followers, XXX engagements

"$CEG $VST $TLN $NRG *BIGGEST US GRID SETS CAPACITY PRICE AT RECORD $XXXXXX A MW-DAY"
@TheValueist Avatar @TheValueist on X 2025-07-22 20:04:17 UTC 1552 followers, 9307 engagements

"$ROG Roche Holding AG S1 2025 Earnings Call: AI & Technology Analysis Executive Summary The Roche S1 2025 earnings call contained limited but strategically important references to AI and cloud computing technologies. As a pharmaceutical and diagnostics company Roche's AI discussions focused primarily on operational efficiency and R&D productivity improvements rather than core product development. Notably absent were any mentions of generative AI data centers or Nvidia. Detailed AI Mentions X. R&D Process Automation and Efficiency Speaker: Thomas Schinecker (CEO) Context: Discussing resource"
@TheValueist Avatar @TheValueist on X 2025-07-24 18:50:59 UTC 1550 followers, XXX engagements

"If you are looking for defense names $XAR is a great place to start"
@TheValueist Avatar @TheValueist on X 2025-07-11 15:04:56 UTC 1552 followers, XXX engagements

"$GLW By OUYANG SHIJIA CHINA DAILY Updated: 2025-07-19 07:47 Corning Incorporated is deepening its presence in China as the country accelerates its transition toward high-quality innovation-driven growth a strategic shift the United States-based materials science company sees as closely aligned with its core strengths in advanced materials across optical communications display and automotive markets. "China has entered a stage of high-quality development. Going forward boosting technological innovation will be crucial" said Lin Chunmei president and general manager of Corning Greater China."
@TheValueist Avatar @TheValueist on X 2025-07-19 00:00:00 UTC 1554 followers, XXX engagements

"$CEG $VST *CONSTELLATION ENERGY SHARES JUMP X% POSTMARKET ON PJM RESULTS"
@TheValueist Avatar @TheValueist on X 2025-07-22 20:03:27 UTC 1550 followers, 3437 engagements

"The Invesco $QQQ Trust is a unit investment trust that holds the full basket of the Nasdaq100 Index so every change to index composition or constituent weights is passed straight through to the ETF via creation and redemption baskets. The Nasdaq100 is a modified capitalizationweighted index of XXX of the largest nonfinancial companies whose primary listing is on Nasdaq. Constituent selection excludes financials and REITs requires a free float of at least XX % three months of trading history and average daily trading value above USD X million with the reference checks all taken as of the last"
@TheValueist Avatar @TheValueist on X 2025-07-22 15:56:46 UTC 1548 followers, XXX engagements

"$VRSN (Bloomberg) -- VeriSign reported revenue for the second quarter that met the average analyst estimate. SECOND QUARTER RESULTS Revenue $XXXXX million +5.9% y/y estimate $XXX million (Bloomberg Consensus) (2 estimates) New domain name registrations processed 660000 EPS $XXXX vs. $XXXX y/y COMMENTARY AND CONTEXT Approved additional authorization for share repurchases of about $XXX million of common stock which brings the total amount to $XXX billion authorized Cash flow from operations was $XXX million for the second quarter 2Q cash cash equivalents and marketable securities of $594"
@TheValueist Avatar @TheValueist on X 2025-07-24 21:25:28 UTC 1550 followers, XXX engagements

"$VRT $OKLO Oklo Inc. (NYSE:OKLO) an advanced nuclear technology company and Vertiv (NYSE:VRT) a global leader of critical digital infrastructure today announced a collaboration agreement focused on the co-development of advanced power and thermal management solutions tailored specifically for hyperscale and colocation data centers powered by steam and electricity from Oklo's advanced nuclear power plants. The pilot technology demonstration is planned for the initial Oklo Aurora powerhouse"
@TheValueist Avatar @TheValueist on X 2025-07-22 10:40:50 UTC 1547 followers, XXX engagements

"$NEE NextEra Energy AI & Data Center Deep Dive Analysis Q2 2025 Earnings Call - Technology Customer Focus Executive Summary NextEra Energy has emerged as a critical infrastructure provider for the AI revolution with over XXXX GW of power generation capacity dedicated to technology and data center customers. The company added over X GW of hyperscaler contracts in Q2 2025 alone demonstrating accelerating momentum in capturing AI-driven power demand. While Nvidia was not specifically mentioned the hyperscaler customers NEE serves are the primary consumers of Nvidia's AI chips making NEE a"
@TheValueist Avatar @TheValueist on X 2025-07-23 14:50:15 UTC 1550 followers, XXX engagements