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@lokoyacap JT
JT posts on X about $sndk, $crwv, ai, $amd the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXXX engagements in the last XX hours.
Engagements: XXXXXX #
- X Week XXXXXX +792%
- X Month XXXXXXX +45%
- X Months XXXXXXX -XXXX%
- X Year XXXXXXXXX +364%
Mentions: XX #
- X Month XX -XX%
- X Months XXX +5.40%
- X Year XXX +113%
Followers: XXXXX #
- X Week XXXXX +2.10%
- X Month XXXXX +5.60%
- X Months XXXXX +32%
- X Year XXXXX +115%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence stocks XXXXX% technology brands XXXXX% cryptocurrencies XXXX%
Social topic influence $sndk #93, $crwv #79, ai 11.76%, $amd 5.88%, $xlnx 5.88%, eps 5.88%, $132b 5.88%, over the 5.88%, $googl 5.88%, sama XXXX%
Top accounts mentioned or mentioned by @evrgn11112231 @blubercap @losaturnalia @jerrycap @qcapital2020 @tmtbreakout @codewithimanshu @gekkoadvisors @heloguy44 @dorse054 @coorslightceo @hans365days @enzorex1 @jetsamcapital
Top assets mentioned Sandisk Corporation Common Stock (SNDK) CoreWeave, Inc. (CRWV) Advanced Micro Devices (AMD) Alphabet Inc Class A (GOOGL) Coldstack (CLS) Nebius Group N.V. Class A Ordinary Shares (NBIS)
Top Social Posts #
Top posts by engagements in the last XX hours
"Everyone fixated on MI300 but $amd needs $xlnx to turn to actually begin beating on eps and transitioning from a meme stock to a real eps power story"
X Link @lokoyacap 2024-05-01T01:07Z 3916 followers, XXX engagements
"@evrgn11112231 @qcapital2020 I literally heard memory is over 3X at noon from ppl watching the $sndk intraday who magically disappeared from the chat later that afternoon"
X Link @lokoyacap 2025-11-08T19:43Z 3935 followers, XXX engagements
"Yageo limit up post the letter"
X Link @lokoyacap 2025-10-23T06:45Z 3923 followers, 3310 engagements
"Lot of great bangers on the CC and Jassy clearly crushed it but you really should only be thinking about one thing rn: all of the obvious (and non-obvious) implications of a $132B+ business saying they are going to DOUBLE capacity over the next XX months"
X Link @lokoyacap 2025-10-30T22:00Z 3924 followers, 9177 engagements
"Whining about a specific word or two that Sama and Sarah uses while ignoring at the same moment that $googl is about to double Anthropics valuation is 😂"
X Link @lokoyacap 2025-11-06T16:25Z 3927 followers, 2127 engagements
"We expect to end this year above $XX billion in annualized revenue run rate"
X Link @lokoyacap 2025-11-06T19:31Z 3924 followers, 28.1K engagements
"@blubercap $sndk"
X Link @lokoyacap 2025-11-07T02:22Z 3926 followers, XXX engagements
"$cls Enterprise guided to +45-50%qq. Let the great TPU ramp begin:"
X Link @lokoyacap 2025-10-28T12:14Z 3935 followers, 4704 engagements
"Satya on BG2: Absolutely Azure could have grown 4142% if wed had more compute 👀 h/t @TMTBreakout for the notes"
X Link @lokoyacap 2025-11-01T12:06Z 3935 followers, 24.2K engagements
"Are Hoppers now worth even more now than ppl thought Isnt that another major blow to the AI semis depreciation curve bears $crwv"
X Link @lokoyacap 2025-11-10T23:11Z 3935 followers, 2719 engagements
"Honest q. Do we know how Anaplan and Coupa are doing"
X Link @lokoyacap 2025-08-18T10:57Z 3931 followers, XXX engagements
"Seems like a REALLY big deal given all the hand wringing re AI semis useful lives: Demand for AI cloud technology remains robust across generations of GPUs. For example in Q3 we saw our first 10000-plus H100 contract approaching expiration. Two quarters in advance the customer proactively recontracted for the infrastructure at a price within X% of the original agreement. $crwv"
X Link @lokoyacap 2025-11-10T23:24Z 3935 followers, 11.1K engagements
"$nbis seeing Hopper prices actually increasing 👀 Demand remains very strong across all types of GPUs. And as we said we sold-out our capacity in Q3 and that's across all types. And we're nearly sold out with respect to Q4. Talking about the Hoppers we continue to see extremely positive demand for these chips. An interesting set of dynamics that we're experiencing is that as customers come to their renewal for Hoppers or if they're looking to upgrade to say Blackwells in both cases we're typically selling them immediately and often case and often at BETTER pricing than they were previously"
X Link @lokoyacap 2025-11-11T14:24Z 3935 followers, 17.6K engagements