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@The_AI_Investor Avatar @The_AI_Investor The AI Investor

The AI Investor posts on X about nvda, $nvda, tesla, $googl the most. They currently have XXXXXX followers and 3934 posts still getting attention that total XXXXXX engagements in the last XX hours.

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Followers: XXXXXX #

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Social category influence finance #2974 stocks #3505 technology brands automotive brands celebrities countries social networks currencies

Social topic influence nvda #12, $nvda #45, tesla #506, $googl, $tsla #112, taiwan, if you, trumps #1189, china, stocks

Top assets mentioned NVIDIA Corp. (NVDA) Tesla, Inc. (TSLA) Alphabet Inc Class A (GOOGL) Metadium (META) Microsoft Corp. (MSFT) Amazon.com, Inc. (AMZN) Vertiv Holdings Co (VRT) Cloudflare, Inc. (NET) Morgan Stanley (MS) Oracle Corporation (ORCL) CoreWeave, Inc. (CRWV) Taiwan Semiconductor (TSM) Goldman Sachs (GS)

Top Social Posts #

Top posts by engagements in the last XX hours

"David Sacks on breaking up Nvidia and chip competition: "Jensen has been working on this for XX years. When everyone else was focused on CPUs he had this vision around GPUs. And so you know in America we don't punish winning we don't punish success that comes as a result of being visionary." $NVDA"
@The_AI_Investor Avatar @The_AI_Investor on X 2025-07-24 20:28:54 UTC 59.2K followers, 114.2K engagements

"Important message that David Sacks addressed about winning the AI race I think for the 1st time that is to have American companies like Nvidia to have majority of global market instead of Chinese ones like Huawei. Jensen now has the conditions to win"
@The_AI_Investor Avatar @The_AI_Investor on X 2025-07-16 02:22:29 UTC 59.2K followers, 62.4K engagements

"Jensen is working with his friends including TSMC founder Morris Chang Quanta Computer Chair Barry Lam MediaTek Chair Ming-Kai Tsai and other Taiwan tech industry partners to ensure enough supply for NVDA"
@The_AI_Investor Avatar @The_AI_Investor on X 2024-05-30 03:14:01 UTC 59.2K followers, 28.2K engagements

"BNP Paribas upgraded Arm to Outperform from Neutral and raised its price target to $XXX citing growing influence in the ASIC market. $ARM is up XX% YTD"
@The_AI_Investor Avatar @The_AI_Investor on X 2025-07-16 17:36:15 UTC 59.2K followers, 12K engagements

"At the Winning the AI Race summit on July XX in D.C. Trump is set to unveil a broad federal AI strategy including actions to expand U.S. energy supply speed up data center approvals and promote global exports of American AI tech. Sriram Krishnan just said huge day tomorrow for American AI"
@The_AI_Investor Avatar @The_AI_Investor on X 2025-07-23 00:46:28 UTC 59.2K followers, 26.9K engagements

"If you still don't get Nvidia and the AI opportunity watch this XX times. This was from January 2024 and it's becoming even more obvious now Jensen is a true visionary. $NVDA"
@The_AI_Investor Avatar @The_AI_Investor on X 2025-07-20 23:52:20 UTC 59.2K followers, 73.6K engagements

"Hi all Just posted my 2nd article about Vertiv AI data center opportunity for my readers enjoy $NVDA $VRT"
@The_AI_Investor Avatar @The_AI_Investor on X 2025-07-27 19:54:04 UTC 59.2K followers, 9212 engagements

"A recap of the major themes and actions Trump's AI Action Plan"
@The_AI_Investor Avatar @The_AI_Investor on X 2025-07-27 01:29:26 UTC 59.2K followers, 8667 engagements

"Jensen explained Nvidia's Blackwell AI Factory an engineering marvel from a blank silicon wafer at TSMC to gigawatt-scale data centers like Stargate"
@The_AI_Investor Avatar @The_AI_Investor on X 2025-05-20 02:07:55 UTC 59.2K followers, 47.8K engagements

"Google AI stack insanely competitive at every layers"
@The_AI_Investor Avatar @The_AI_Investor on X 2025-07-24 14:56:46 UTC 59.2K followers, 16.6K engagements

"Called it "China exports rare earth metals and the U.S. exports Nvidias H20 chips.""
@The_AI_Investor Avatar @The_AI_Investor on X 2025-07-16 00:22:41 UTC 59.2K followers, 23.9K engagements

"@ClarkSquareCap my biggest winner is Nvidia 16x in XXX years"
@The_AI_Investor Avatar @The_AI_Investor on X 2025-07-27 18:58:43 UTC 59.2K followers, 1078 engagements

"Patreon Concentrated Membership - See my valuation models and price targets for Nvidia Tesla and other stocks - My portfolio updates & trading plans - Frequent updates about my concentrated positions - Join member exclusive discord server"
@The_AI_Investor Avatar @The_AI_Investor on X 2025-07-15 05:46:15 UTC 59.2K followers, 9761 engagements

"This is so interesting the different mindsets between Google Deepmind and OpenAI ( and probably the rest ). But wait Elon said Larry didnt worry about AI safety so I would discount what Deepmind CEO said a little bit"
@The_AI_Investor Avatar @The_AI_Investor on X 2025-07-25 00:25:07 UTC 59.2K followers, 7190 engagements

"Foxconn AI Server Orders Booming - Orders are visible through 2027; - Large overseas AI projects worth tens of billions of USD will definitely involve Hon Hai - Orders are not the problemproduction capacity is the real challenge $NVDA"
@The_AI_Investor Avatar @The_AI_Investor on X 2025-06-24 02:15:24 UTC 59.2K followers, 16.2K engagements

"Long time $TSLA investors ( X years) did a great job betting on Elon and the future of EV & AI. As owning $TSLA since $XX a share it's easy to stomach the volatility. But a common mistake of recent $TSLA investors (from 2020) is to think you have discovered some insanely big things the market missed. No the market has not missed much there is a reason for $1T market valuation for net profit of $1.2B at X% margin last quarter"
@The_AI_Investor Avatar @The_AI_Investor on X 2025-07-24 15:27:32 UTC 59.2K followers, 8057 engagements

"Another insanely bullish news for $NVDA as Elon just share GPUs particularly GB200 & GB300 updates for xAI"
@The_AI_Investor Avatar @The_AI_Investor on X 2025-07-22 17:26:13 UTC 59.2K followers, 53.8K engagements

"Interesting story about Cloudflare feature enabling blocking AI crawlers except Google"
@The_AI_Investor Avatar @The_AI_Investor on X 2025-07-17 22:59:43 UTC 59.2K followers, 6682 engagements

"If you cut rate $NVDA market cap is going to be x trillion What is x"
@The_AI_Investor Avatar @The_AI_Investor on X 2025-07-25 17:30:21 UTC 59.2K followers, 6905 engagements

"@AssetInvestorr no i dont think so more like some other computing platform like quantum is taking over GPUs but it's nowhere near a possibility"
@The_AI_Investor Avatar @The_AI_Investor on X 2025-07-24 15:51:31 UTC 59.2K followers, XXX engagements

"Only Elon can keep $TSLA at $1T market cap. No one else"
@The_AI_Investor Avatar @The_AI_Investor on X 2025-07-23 21:26:41 UTC 59.2K followers, 13.1K engagements

"So much has changed in just a few months. Bidens diffusion rules are gone Nvidia and AMD can now sell to more countries with fewer restrictions. The energy bottleneck has been acknowledged and is being addressed. Jensen from not showing up at Trumps inauguration day is now publicly praising him and vice versa"
@The_AI_Investor Avatar @The_AI_Investor on X 2025-07-27 01:54:44 UTC 59.2K followers, 9977 engagements

"Seaport Global initiated a sell rating for $NVDA at price target of $XXX. This was from Apr XX 2025"
@The_AI_Investor Avatar @The_AI_Investor on X 2025-07-24 14:19:35 UTC 59.2K followers, 14.2K engagements

"It's official from Nvidia's blog: "NVIDIA is filing applications to sell the NVIDIA H20 GPU again. The U.S. government has assured NVIDIA that licenses will be granted and NVIDIA hopes to start deliveries soon.""
@The_AI_Investor Avatar @The_AI_Investor on X 2025-07-15 02:20:24 UTC 59.2K followers, 28.9K engagements

"A Day in the Life of a Tesla Analyst Read it every-time we are in doubt"
@The_AI_Investor Avatar @The_AI_Investor on X 2025-07-24 17:31:15 UTC 59.2K followers, 5430 engagements

"2025-07-25 Elon Musk "Extreme execution is needed but a valuation of $XX trillion for Tesla is possible" Let's keep track of Elon's Ps ( prediction or pumping )"
@The_AI_Investor Avatar @The_AI_Investor on X 2025-07-25 13:56:35 UTC 59.2K followers, 5031 engagements

"Morgan Stanley - Nvidia GB200/300 rack demand share What happened to $AWS share"
@The_AI_Investor Avatar @The_AI_Investor on X 2025-06-15 01:28:10 UTC 59.2K followers, 59.4K engagements

"5 Taiwan server makers Foxconn Quanta Wistron Wiwynn and Inventec see Nvidia's GB300 AI shipments starting in September. $NVDA Nvidia is moving fast"
@The_AI_Investor Avatar @The_AI_Investor on X 2025-06-30 00:06:01 UTC 59.2K followers, 21.9K engagements

"Trump once tried to break Jensen up but gave up. 😀 No one can match Jensen the visionary who knows everything in computing industry and has been running Nvidia for more than XX years. and with relentless execution"
@The_AI_Investor Avatar @The_AI_Investor on X 2025-07-24 17:24:44 UTC 59.2K followers, 4594 engagements

"Trump slaps Powell on the back urging him to lower interest rates"
@The_AI_Investor Avatar @The_AI_Investor on X 2025-07-24 20:54:32 UTC 59.2K followers, 7944 engagements

"xAI $200bn valuation It can be bigger than Tesla at this rate"
@The_AI_Investor Avatar @The_AI_Investor on X 2025-07-11 19:48:58 UTC 59.2K followers, 13.8K engagements

"Trump signs three executive orders on AI Historic moment insanely bullish for AI stocks all layers from energy data center developers chips & systems to models and apps. $NVDA"
@The_AI_Investor Avatar @The_AI_Investor on X 2025-07-24 01:32:46 UTC 59.2K followers, 22.2K engagements

"Hi all Just shared $NVDA demand and portfolio updates with my readers. Check it out"
@The_AI_Investor Avatar @The_AI_Investor on X 2025-07-24 15:09:12 UTC 59.2K followers, 6833 engagements

"Citis Nvidia Price Target Raised to $190: Analyst Atif Malik lifted NVIDIAs target from $XXX to $XXX XX% upside. - AI Data Center TAM (2028): Increased by XX% to $563B (from $500B) due to stronger sovereign demand. - Networking TAM (2028): Raised to $119B (from $90B) driven by larger AI training clusters. - Valuation: Maintains P/E of XX raises FY2028 EPS to $XXXX. - Margins: Gross margins seen reaching mid-70% by end of FY2026"
@The_AI_Investor Avatar @The_AI_Investor on X 2025-07-07 20:51:46 UTC 59.2K followers, 23.6K engagements

"Jensen just announced that NVIDIA will begin selling H20s to the Chinese market"
@The_AI_Investor Avatar @The_AI_Investor on X 2025-07-15 04:20:15 UTC 59.2K followers, 176.5K engagements

"Fun fact: I think I read more about $TSLA to 10x than $NVDA to 5x in the last few years. $NVDA is quietly doing what $TSLA was expected to do"
@The_AI_Investor Avatar @The_AI_Investor on X 2025-07-15 02:45:21 UTC 59.2K followers, 92.8K engagements

"Masayoshi Son is teaming up with Taiwan Semiconductor to develop a massive $X trillion industrial park in Arizona and hes courting Trumps support. The goal is to bring chip fabrication and robot production back to the U.S. $NVDA"
@The_AI_Investor Avatar @The_AI_Investor on X 2025-06-22 02:00:35 UTC 59.2K followers, 15.8K engagements

"$NVDA is now trading at $XXX I think I was the only one predicting Nvidia to hold on to H20 inventory to sell later in China. X months ago on our discord's nvda channel: "I can't wrap my head around the earlier report that the CFO said Nvidia can't easily sell the H20 elsewhere. Some speculation: The ban is temporary and Nvidia knew it. Jensen flew to China to offer reassurance and as a messenger for Trump to tell the Chinese not to take Trump's words personally and to come to the negotiating table. Nvidia is likely holding onto inventory to sell later in China.""
@The_AI_Investor Avatar @The_AI_Investor on X 2025-07-15 04:08:38 UTC 59.2K followers, 1657 engagements

"just X for the fabless AI chips but then some may argue in the same way: they all needs tsm tsm needs asml also hbm like mu & skhynix the servers/racks like dell/smci then there are energy cooling parts all of them is just part of AI infra then will be app layer the point is while i agree all can do well it's not dump to cherry pick only one chip over others"
@The_AI_Investor Avatar @The_AI_Investor on X 2025-07-18 17:21:42 UTC 59.2K followers, XXX engagements

"Goldman Sachs hyperscaler capex projection $400bn in 2027 just from $MSFT $META $GOOGL and $AMZN $NVDA bears may have to wait longer for "digestion""
@The_AI_Investor Avatar @The_AI_Investor on X 2025-07-14 15:10:15 UTC 59.2K followers, 26.7K engagements

"@chamath Curious do you now own a sizable $TSLA position given all the bullish takes youve shared recently"
@The_AI_Investor Avatar @The_AI_Investor on X 2025-07-28 11:11:22 UTC 59.2K followers, 6388 engagements

"Jensen Huang: " I've created more billionaires on my management team than any CEO in the world. Don't feel sad for anybody at my layer. My layer's doing just fine. The big idea though that you're highlighting is that the impact of XXX or so AI researchers can probably create with enough funding behind them create an OpenAI. DeepSeek's XXX people. Moonshot's XXX people. If you're willing to pay say $20B $30B to buy a startup with XXX AI researchers why wouldn't you pay one" Talent + Compute + Data = Winning"
@The_AI_Investor Avatar @The_AI_Investor on X 2025-07-24 22:47:26 UTC 59.2K followers, 10.4K engagements

"$GOOG higher capex: "We now expect to invest approximately $85B in Capex in 2025 up from our previous estimate of $75B." $NVDA"
@The_AI_Investor Avatar @The_AI_Investor on X 2025-07-23 21:28:14 UTC 59.2K followers, 8880 engagements

"$TSM overnight after Q2 earnings reported"
@The_AI_Investor Avatar @The_AI_Investor on X 2025-07-17 06:25:27 UTC 59.2K followers, 56.2K engagements

"BofA Analyst Vivek Arya Reiterates Buy on $NVDA PT $180; 1) Blackwell rack ramp and execution 2) AI diffusion and sovereign demand and 3) China AI shipments. The stocks 30x NTM P/E is attractive vs. its 5-year median of 39x with a PEG under 1.0x vs. 2.4x for the Magnificent Seven (ex-NVDA)"
@The_AI_Investor Avatar @The_AI_Investor on X 2025-06-05 14:46:23 UTC 59.2K followers, 15.6K engagements

"Trump just said he wants Elon businesses to THRIVE in fact THRIVE like never before"
@The_AI_Investor Avatar @The_AI_Investor on X 2025-07-24 14:23:30 UTC 59.2K followers, 7788 engagements

"$NVDA - New all time high again in Overnight market"
@The_AI_Investor Avatar @The_AI_Investor on X 2025-07-28 04:18:41 UTC 59.2K followers, 33.5K engagements

"Sam Altman just said they better get to work figuring out how to have XXX millions GPUs. $NVDA Crazy Sam or not crazy"
@The_AI_Investor Avatar @The_AI_Investor on X 2025-07-20 22:59:05 UTC 59.2K followers, 112.2K engagements

"$NVDA just closed at new ATH $XXXXXX or market cap of $4.237T and the chart looks beautiful. Congrats to all Nvidia shareholders"
@The_AI_Investor Avatar @The_AI_Investor on X 2025-07-24 20:03:01 UTC 59.2K followers, 23.2K engagements

"If youre an $NVDA investor which generation do you belong to Silent Generation (pre-1946) Still serving on boards; shaped by duty and discipline Baby Boomers (1946-1964) XX% of today's workforce; value stability loyalty and legacy Gen X (1965-1980) 27%; independent pragmatic delivery-focused Millennial (1981-1996) -34%; purpose-driven collaborative growth-oriented Gen Z (1997-2012) -27%; inclusive tech-native values transparency Gen Alpha (post 2012) The emerging workforce-digital-first fast-learning entrepreneurial"
@The_AI_Investor Avatar @The_AI_Investor on X 2025-07-20 21:17:32 UTC 59.2K followers, 5131 engagements