[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@ekwufinance Avatar @ekwufinance Lukas Ekwueme

Lukas Ekwueme posts on X about ai, china, investment, gas the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.

Engagements: XXXXXX #

Engagements Line Chart

Mentions: XX #

Mentions Line Chart

Followers: XXXXX #

Followers Line Chart

CreatorRank: XXXXXXX #

CreatorRank Line Chart

Social Influence

Social category influence finance countries stocks technology brands celebrities exchanges currencies

Social topic influence ai #4345, china #3570, investment #1246, gas #983, history #1332, the world #4142, inflation #1540, hedge #176, india, market

Top accounts mentioned or mentioned by @kobeissiletter @barchart @unusualwhales @stealthqe4 @elonmusk @thealphathought @goldtelegraph @mylordbebo @michaelaarouet @schuldensuehner @brianferoldi @saylor @leadlagreport @tavicosta @lukegromen @azizsapphire @coolreit123 @aeberman12 @robinjbrooks @mayhem4markets

Top assets mentioned Microsoft Corp. (MSFT) Berkshire Hathaway Inc. (BRK.A)

Top Social Posts

Top posts by engagements in the last XX hours

"This is a game changer for EV adoption. Petrol cars generate billions in fuel tax. revenue governments rely on to maintain roads. EVs are heavier cause more road wear per mile and avoid the fuel taxes that pay for the infrastructure they use. That creates a widening budget hole. Governments already know this. Thats why the UK is moving toward EV road taxes. and others will follow. They cant allow a major revenue stream to vanish. Once EVs lose their tax advantage their total cost of ownership rises sharply and the adoption curve changes completely. Projecting past EV growth straight into the"
X Link 2025-12-09T22:00Z 5204 followers, 2737 engagements

"The EU is collapsing. It now runs a trade deficit with China in its flagship industry car exports. Europe isnt being destroyed by others Its regulating and sanctioning itself into oblivion"
X Link 2025-12-03T18:05Z 5139 followers, 2189 engagements

"Gold has replaced bonds as a hedge against equities. The negative correlation between bonds and equities has broken they now move together. If you're looking to hedge both equity and geopolitical risk gold is becoming increasingly attractive"
X Link 2025-12-07T12:00Z 5204 followers, 56.7K engagements

"What if shale didnt slow because of prices. but because of geology What's if its like in the 70s - US conventional production peaked in the 1970s at XX mbpd. - Nixon launched Project Independence to boost domestic output. - Rig count up XX% - CapEx up 40-50% in two years - Oil sectors share of national investment nearly doubled by 1978 The result: Geology won. - By 2000 production had fallen XX% to X mbpd. - No amount of money could offset geological decline. Then came US shale flipping the script. but with a catch. Decline rates of up to XX% in the first three years mean that the higher"
X Link 2025-12-08T17:19Z 5204 followers, 13.2K engagements

"The market loves to misprice what it hates. China is the perfect example. - China is getting discounted resources from Russia. - It can pay in its own currency reducing dollar dependence. - Its running its largest fiscal deficit ever - massive liquidity injection. - It quietly restarted QE - more liquidity. China is increasingly trying to boost domestic consumption and its spending heavily to make it happen. Meanwhile everyone is bearish on China. yet China is outperforming the S&P despite all the AI hype. - MSCI China ETF: +30% ytd - S&P 500: +12% ytd I feel more comfortable investing in"
X Link 2025-12-11T11:05Z 5204 followers, 4100 engagements

"Difference between conventional and shale oil - Conventional wells tap into big underground reservoirs. - Once drilled oil flows naturally for decades. - Peaks after 5-17 years - Declines X% per year They ramp up slowly decline gradually"
X Link 2025-12-11T12:00Z 5204 followers, XXX engagements

"Now shale is collapsing under its own weight. - The more it produces - the higher the decline - the harder to grow. - We need to add 660k barrels per month just to stay flat. Globally XX% of upstream capex since 2019 has gone just to maintain production"
X Link 2025-12-11T12:00Z 5204 followers, XXX engagements

"Easy oil is gone. Over the years it has become increasingly more difficult to find new oil which led to an average increase of five years from exploration to development. New average XX years Explore now - produce oil in 2045"
X Link 2025-12-11T12:00Z 5204 followers, XXX engagements

"This is the AI revolution in a nutshell: - Only XX% of the committed data center build outs are actually underway - Circular financing is being used to manufacture demand - Data centers are already waiting years for grid access - Gas turbine order books are beyond production capacity through 2030 - New transmission lines take X years to build In other words: You can build all the data centers you want. but you cant operate them without power or grid infrastructure. Meanwhile AI stocks are being priced as if none of this matters"
X Link 2025-12-05T20:01Z 5204 followers, 285.4K engagements

"Everyones calling for another oil glut. Funny how every glut in history came after years of record investment not after a decade of underinvestment. Top X oil gluts in history: - 1980s: XX mbpd - prices crashed XX% - 201416: X mbpd - prices crashed XX% - 2020: X mbpd - prices went negative - 2026: X mbpd - based on sentiment prices will go negative again Meanwhile. - Supply growth is flat. - Demand rising - Capex is still below 2014 levels. - Decline rates rising But sure. let's call it a glut"
X Link 2025-12-11T17:02Z 5204 followers, 7780 engagements

"Bessents claim that the US could stop relying on China for rare earths is ridiculous: - China produces XX% of global rare earths - Processes over XX% of them - Is the only country with the capacity/scale to refine high-purity REs - It took China XX years to reach this level of dominance Even with massive subsidies it would take many years to rebuild that capability. and the process would likely trigger a major rare earth bull market"
X Link 2025-11-30T11:06Z 5174 followers, 64.6K engagements

"Despite golds stellar performance developed market ETFs are still below their 2020 peak. This gold bull market is fundamentally different its mostly fueled by central bank buying. I expect gold to rise higher though a short correction wouldnt surprise me"
X Link 2025-11-30T18:05Z 5171 followers, 1241 engagements

"Who wouldve had Tether becoming one of the worlds largest gold holders on their bingo card Gold is quietly regaining its role as the reserve asset"
X Link 2025-12-02T10:58Z 5168 followers, 1134 engagements

"The US needs to spend trillions on its grid and power capacity before it can afford to spend trillions on data centers. - By 2028 a XX GW power shortfall is projected - Thats the equivalent of XX nuclear reactors - Or XX gas power plants. The problem: - It takes X years just to build new transmission lines. - XX years to build a nuclear reactor. - Until 2030 even gas turbines are largely sold out. Infrastructure must come before whats built on top of it"
X Link 2025-12-04T19:02Z 5143 followers, 2422 engagements

"While the West debates climate goals China is building power plants. - The US Vogtle reactors were X years late and $XX billion over budget - China builds reactors in 5-7 years on budget for about $X billion - China accounts for XX% of global reactor construction - By 2030 Chinas nuclear capacity will surpass that of the US China is rapidly expanding its energy generation across all sources knowing that cheap abundant energy is the foundation of industrial strength and human progress"
X Link 2025-12-06T18:28Z 5183 followers, 16K engagements

"Stop focusing on price action and start paying attention to fundamentals. - US rig count down XX% since pre-COVID - Frac spread count down XX% - Shale growth down XX% over the last two years - Shale base decline rate XX% The only source of supply growth over the past decade (US shale) is peaking and its leaving crippling decline rates behind. To offset them wed need to drill more wells. but were not. Meanwhile global spare capacity is eroding: - DUCs are down sharply - SPR is depleted - OPEC spare capacity is almost gone This is the time to pay full attention to the oil industry"
X Link 2025-12-06T19:02Z 5149 followers, 18.7K engagements

"The reason is simple: the US and China have fundamentally different approaches. While the US is trying to create some kind of AI God China is focused on creating free or low-cost AI that becomes the foundation for the next Amazon Apple and Microsoft. The winners of the internet era in the 1990s werent the ones who burned the most capital. they were the ones who used the new infrastructure and built world-changing businesses on top of it"
X Link 2025-12-06T20:38Z 5145 followers, 2196 engagements

"Because everyone is profiting. With every new massive data center build-out share prices surge. - Leaders profit from option payments - Wall Street earns enormous fees - Capitol Hill gets lobbied by the leaders And when this house of cards comes crumbling down expect them to get a bailout. For them its the closest thing to free money"
X Link 2025-12-06T21:17Z 5152 followers, XXX engagements

"US nuclear reactor revival The US is set to spend $XXX billion on nuclear power through 2050. Nuclear remains the most efficient and cleanest way to generate electricity. A serious focus on nuclear could supply the world with abundant cheap reliable power"
X Link 2025-12-07T18:30Z 5149 followers, 2123 engagements

"The US has entered a period of fiscal dominance: - Government spending accounts for XX% of GDP. - Deficits are X% of GDP. This spending is driving markets and inflation. The Federal Reserve must now shift its focus to accommodate the governments fiscal needs. The last time the US experienced fiscal dominance was during WW II: - The debt-to-GDP ratio was XXX - Government spending reached XX% of GDP. How did the US reduce its debt to GDP High inflation + strong economic growth + budget surpluses. From 1945 to 1980 the debt-to-GDP ratio fell from XXX% to 31%. Back then the US - Won the war. -"
X Link 2025-12-07T22:00Z 5185 followers, 2605 engagements

"The IEA isnt forecasting energy demand its manufacturing policy scenarios and then projecting demand based on those assumptions. Coal The IEA expects coal demand to peak by 2030. Yet India and China are adding nearly XXX GW of new coal capacity by then while global retirements look increasingly unlikely. With electricity prices surging and grids under strain temporary extensions for coal plants are quietly becoming permanent. Oil The oil chart highlights just how unreliable these projections are. - In the CPS oil demand keeps rising through 2050. - In the STEPS it somehow peaks by 2030. Two"
X Link 2025-12-08T18:05Z 5146 followers, 3384 engagements

"The Net Zero narrative is shifting. - The IEA has given up on the idea of peak oil by 2030 - The Net Zero Banking Alliance is breaking apart - The US government is simultaneously pro oil and bearish on oil prices - Even Bill Gates now says climate change isnt going to kill us all These are significant developments for the fossil fuel industry: theyre laying the groundwork and political justification for a more openly pro fossil-fuel stance. Policy is finally catching up with physics"
X Link 2025-12-08T20:01Z 5165 followers, 2049 engagements

"Taxing the rich wont save America There are XXX billionaires in the US If the government taxed them all XXX% of their wealth it would cover just X years of Social Security Medicare Medicaid spending plus interest rate expenses With DOGE gone the only way out is inflation"
X Link 2025-12-08T22:00Z 5188 followers, 1987 engagements

"The IEA keeps repeating that global oil demand is weak. Meanwhile India the strongest source of demand growth on the planet just posted X% YoY consumption growth. - Young population - Rising incomes - Industrialization - Exploding urbanization Everything the IEA consistently underestimates"
X Link 2025-12-09T18:05Z 5181 followers, 2384 engagements

"Were living in crazy times. After the Polish court effectively ruled that all Russian assets within the EU are legitimate targets just a few days later X Russian-owned refineries in the EU were attacked. - One in Romania - One in Hungary - One in Slovakia Expect more attacks on energy infrastructure"
X Link 2025-12-09T20:01Z 5185 followers, 1317 engagements

"Spending trillions on data centers is pointless if you dont have the power to run them. In some regions data center operators wait years just to gain access to the grid Ironically cooling systems and chips are depreciating so quickly that todays infrastructure could be obsolete within XX years. long before it reaches full utilization. While data centers rapidly increase electricity consumption in what has otherwise been a X decade flat power market theyre inflating a massive bubble. The economy is now addicted to AI-related spending it props up - GDP - corporate earnings - equity valuations."
X Link 2025-12-04T11:05Z 5193 followers, 1289 engagements

"The US is planning to take more stakes in mineral companies. This commodity bull market has only just begun"
X Link 2025-12-10T10:58Z 5196 followers, 1295 engagements

"Data centers choose coal nuclear and gas. never renewables. Why Because renewables are unreliable and expensive once you factor in the full system costs. Those data centers that claim to run on XXX % renewables are still connected to the same grid as everyone else. drawing from the same fossil-heavy energy mix. The only difference They buy certificates that give them a green label unlocking subsidies and ESG fund money. Its a scam"
X Link 2025-12-10T17:13Z 5201 followers, 2100 engagements

"Oil bearishness is reaching ridiculous levels Hedge funds are now more short oil than in 2020 when prices went negative Ironically that was the perfect time to buy. oil outperformed every major asset for X years straight They will miss this rally as well (Thread)"
X Link 2025-11-16T18:30Z 5203 followers, 71.3K engagements

"@yep77374227 "The Market" is not an equal representation of all sectors. in fact the current AI bubble has caused severe distortions. - Tech weighting: XX% - Energy weighting: X% In other words everyone is massively over-allocated to tech and severely under-allocated to energy"
X Link 2025-11-24T08:30Z 5203 followers, XX engagements

"Im with Paul Tudor Jones. - Interest expenses are now the 2nd-largest government expenditure - All roads lead to inflation - Commodities are ridiculously underowned But I wouldnt touch the NASDAQ. inflation kills growth stocks and the NASDAQ is full of them"
X Link 2025-12-01T22:00Z 5203 followers, 131.6K engagements

"AI will crush your 401k (after the crash) raise your energy bill and take your job. Data center electricity demand is set to explode over the next decade. The IEA expects data-center power demand to roughly 4x (100 GW) in the coming years. in a system where US electricity consumption has been basically flat for two decades. In other words: the grid isnt ready. How bad is it - Gas-turbine demand already exceeds supply through 2030 - Transmission lines needed to connect data centers to the grid take X years to build - Currently data centers have to wait years to get grid access - XXX GW of"
X Link 2025-12-02T22:00Z 5203 followers, 1874 engagements

"Emerging markets have everything lined up to outperform. I firmly believe in the cyclicality of markets. and this time wont be different. Historically EMs had to run current account surpluses just to secure enough USD to pay for energy and commodities. Now they increasingly have the privilege of buying in their own currencies. That frees up capital for domestic investment since fewer USD are needed for imports. Louis-Vincent Gave calls this the reverse carry trade"
X Link 2025-12-05T12:00Z 5202 followers, 8797 engagements

"You cant electrify the world without copper and the world is running out of it. - Large-scale copper discoveries are down XX% over the last two decades - Copper deficits are projected to widen through 2030 - Copper demand is surging: driven by electrification data centers and AI - It takes 20+ years from discovery to first production This copper bull market will surprise everyone both in magnitude and in duration"
X Link 2025-12-08T12:00Z 5204 followers, 30.9K engagements

"We spent a decade underinvesting in oil. now the bill is coming due. OPEC and the IEA now projects no peak oil demand before 2050 with consumption reaching XXX mbpd. That implies an average annual demand increase of XXXX mbpd - roughly half the historical growth rate. - By 2035 that would mean an additional XXX mbpd of demand - Meanwhile the only source of supply growth (US shale) is peaking - Conventional discoveries are down XX% over the last XX years - XX% of producing fields are already past their peak - And it takes XX years from discovery to first oil So where is all that oil going to"
X Link 2025-12-09T16:54Z 5204 followers, 5434 engagements

"The IEA delivered one of the biggest oops moments in modern energy history. and nobody talks about it. In its 2022 report the IEA quietly revised global oil demand higher for every year of the previous XX years by 0.5-1 mbpd per year. Then a few months ago they revised 20222024 demand higher again. by another XXX mbpd per year. Total upward revisions: XXX mbpd. That is the equivalent of Germany + the UK + Canada + France combined simply appearing on paper because the IEA was wrong for over a decade. And yet this is the organization that: - Sets the narrative for policymakers - Guides"
X Link 2025-12-10T18:05Z 5204 followers, 15.1K engagements

"There will be no AI revolution or reshoring without an energy revolution This chart reveals the truth. there will be no large-scale reshoring of US industry and no sustainable AI boom unless the US rebuilds its power infrastructure. - For the past two decades US. electricity consumption has been flat - In the same period Chinas power consumption has surged more than six-fold This reflects the offshoring of the US industrial base to China. Meanwhile the US electrical grid is aging and inflexible many transmission components are 40-120 years old - built for a far smaller load. Too old too"
X Link 2025-12-10T19:02Z 5203 followers, 3943 engagements

"OPEC says the world needs $XX trillion in oil investment by 2050 to avoid a supply crisis. Heres the problem: Since 2019 XX% of global oil CapEx hasnt gone into growth. its only been used to offset decline. No new major discoveries. No meaningful reserve additions. Just fighting depletion. If we barely maintain todays output while demand keeps rising the supply gap isnt a risk. its inevitable"
X Link 2025-12-10T20:01Z 5204 followers, 6543 engagements

"The US is building a multi-trillion-dollar moat around AI. China is flooding the market and driving costs to zero. The US wants control: - Trillions spent on data centers - Billions on GPUs - Billions on AI training - Proprietary models like GPT-5 The strategy: spend trillions to build an AI god. China plays a different game. Its turning AI into electricity: cheap abundant and impossible to monopolize. - Open-source everything: DeepSeek R1 Qwen-2.5 Baichuan - Train cheaper run cheaper: $6M vs. $100M+ inference 2050 cheaper - Control the supply chain: China builds every component of AI The"
X Link 2025-12-10T21:07Z 5204 followers, 1251 engagements

"Shale oil doubled global decline rates. Every year the world now loses the equivalent of Iraqs entire oil output the 4th largest producer just to stay flat. This treadmill cant run forever. (Thread)"
X Link 2025-12-11T12:00Z 5204 followers, 15K engagements

"To fight depletion and grow production E&Ps focused on their best acreage. - This led to a historic ramp-up in oil and gas production. - Shale added the equivalent of two Saudi Arabias of oil & gas in just X decades. Unheard of. But success came at a price"
X Link 2025-12-11T12:00Z 5204 followers, XXX engagements

"Its not just fewer discoveries. theyre smaller too - 1970s avg: XXX mboe fields - 2010s avg: XX mboe - A XX % decrease Guyana is a rare exception"
X Link 2025-12-11T12:00Z 5204 followers, XXX engagements

"The last oil bull market was interrupted by the shale boom which flooded the market and crushed prices. Now shale is peaking. The reverse shale revolution will lead to a historic price spike"
X Link 2025-12-11T12:00Z 5203 followers, XXX engagements

""Stocks always go up is the biggest lie in financial history. Looking at an inflation-adjusted chart back to 1930 it becomes obvious that the greatest risk lies in buying during manias. Each major bubble: - The Roaring Twenties - The Nifty Fifty - The Dot-com was followed by a massive correction. If an investor had bought at the peak of each bubble the wait to break even in real terms would have ranged from XX to XX years. Even investing just a few years before the peak often meant enduring a lost decade with no real returns. It is no coincidence that in each case commodities vastly"
X Link 2025-12-11T19:02Z 5204 followers, 1714 engagements

"While everyones betting on data centers and AI Buffetts betting on oil and patience. - Berkshire Hathaway has amassed a $XXX billion cash position - Its on the longest selling streak in its history - While leaning heavily into energy Hes seen this movie before. tech peaks energy rallies"
X Link 2025-12-11T20:01Z 5204 followers, 37.2K engagements