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@modestproposal1 modest proposal
modest proposal posts on X about $10b, open ai, azure, microsoft the most. They currently have XXXXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.
Engagements: XXX #
- X Week XXXXXX -XX%
- X Month XXXXXXX +25%
- X Months XXXXXXXXX +50%
- X Year XXXXXXXXXX +21%
Mentions: X #
- X Month XX -XX%
- X Months XXX +15%
- X Year XXX +26%
Followers: XXXXXXX #
- X Week XXXXXXX +0.12%
- X Month XXXXXXX +0.55%
- X Months XXXXXXX +5.30%
- X Year XXXXXXX +11%
CreatorRank: XXXXXXXXX #
Social Influence #
Social category influence technology brands stocks
Social topic influence $10b, open ai, azure, microsoft, oracle, $orcl, decent, marketplaces, swag, $625b
Top assets mentioned Microsoft Corp. (MSFT) Oracle Corporation (ORCL)
Top Social Posts #
Top posts by engagements in the last XX hours
"A third party data provider claims to have seen 1.5T tokens processed on Azure OpenAI in June in their panel. Of those 1.3T are 4o and 4o mini tokens and 29B are reasoning tokens. Interesting distribution of usage"
@modestproposal1 on X 2025-07-17 21:24:28 UTC 116.3K followers, 28.8K engagements
"Borrowing $10B against chips you are renting to Microsoft is one thing. Borrowing $10B against chips you are renting to Mistral and Black Forest Labs seems like something else" @modestproposal1 on X 2025-07-11 12:06:53 UTC 116.3K followers, 75.8K engagements
"Ecomm harder cause of AMZN. I take NA EBIT + $10B for science experiments + 1/2 of SBC. For GMV consensus is $575B - $625B. Def a swag. Asset light ecomm marketplaces have decent margins but aren't growing. AMZN NA is arguably best marketplace in the world but also has slowed" @modestproposal1 on X 2025-05-09 15:29:49 UTC 116.3K followers, 6191 engagements