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@mukund Mukund MohanMukund Mohan isn't mentioned in the provided tweets. Therefore, there is no information available to summarize.
Social category influence stocks technology brands finance countries automotive brands cryptocurrencies celebrities social networks
Social topic influence ai, $nxt #1, $crwv #100, china, $adbe #31, $hubs #2, hubspot #29, $kvyo #1, $avgo #55, morgan stanley #24
Top accounts mentioned or mentioned by @openai @svtechie @bigbullcap @amitayyaniv @ripster47 @business @tiktokus @wsj @anandragn @databricks @elonmusk @dixit1978 @pharmdca @positiveinvst @youtube @anthropicai @epictrades1 @jonahlupton @theinformation @stockmarketnerd
Top assets mentioned Nextracker Inc. Class A Common Stock (NXT) CoreWeave, Inc. (CRWV) Adobe, Inc. (ADBE) HUBSPOT, INC. (HUBS) Klaviyo, Inc. (KVYO) Broadcom, Inc. (AVGO) Morgan Stanley (MS) Salesforce Inc (CRM) Nebius Group N.V. Class A Ordinary Shares (NBIS) NVIDIA Corp. (NVDA) Microsoft Corp. (MSFT) Sunrun Inc (RUN) SolarEdge Technologies, Inc. (SEDG) Apple, Inc. (AAPL) PayPal Holdings Inc (PYPL) Braze, Inc. Class A Common Stock (BRZE) Alphabet Inc Class A (GOOGL) Alight, Inc. (ALIT) W R Berkley Corp (WRB) XPeng Inc. (XPEV) Astera Labs, Inc. Common Stock (ALAB) Simplify Macro Strategy ETF (FIG) Robinhood Markets, Inc. (HOOD) Shopify Inc (SHOP) Costco Hot Dog (COST) Snowflake, Inc. (SNOW) AMC Entertainment Holdings, Inc. (AMC) Netflix Inc (NFLX) Warner Bros Discovery, Inc. (WBD) DisChain (DIS) Stellantis N.V. (STLA) Tesla, Inc. (TSLA) GM (GM) Apollo Global Management, Inc. (APO) Doximity, Inc. (DOCS)
Top posts by engagements in the last XX hours
"$CRWV $NBIS $NVDA @AnthropicAI Everyone screaming AI bubble because Anthropic might IPO at $350B needs to look at the one metric that actually predicted the dot-com crash: equity issuance. In 1999 corporate America was dumping stock on the public like it was a clearance sale. Cisco Microsoft and friends were expanding their floats while retail money was flooding in. Insiders were selling. Outsiders were buying. Classic bubble mechanics. 2025 looks nothing like that. Of the five largest US companies four are shrinking their share counts. Net issuance across the market looks almost identical to"
X Link 2025-12-08T18:28Z 58.6K followers, 9193 engagements
"China set a goal in 2020 of tripling the countrys capacity to generate wind and solar energy by 2030. The country reached that mark last year six years ahead of schedule. $RUN $SEDG $NXT"
X Link 2025-12-12T13:40Z 58.6K followers, 2045 engagements
"$PYPL $ADBE $AAPL buying back their stock like its going out of fashion. Repurchases at an all time high. I dont think they know what to do with their FCF But good"
X Link 2025-12-14T22:00Z 58.6K followers, 5591 engagements
"@sv_techie None. Not for 2026. Same for $KVYO $BRZE $HUBS"
X Link 2025-12-15T13:31Z 58.6K followers, XXX engagements
"@david_attisaas Nope. You can do it with google design guidelines and a great design system. We have done it for over XXX clients"
X Link 2025-12-15T16:12Z 58.6K followers, XXX engagements
"$AVGO Morgan Stanley analyst Joseph Moore just reaffirmed his overweight rating while bumping Broadcoms price target from $XXX to $XXX (a XX% increase from its current price)"
X Link 2025-12-15T18:16Z 58.6K followers, 4381 engagements
"Alight Inc $ALIT Deep Dive"
X Link 2025-03-07T23:00Z 58.6K followers, 2382 engagements
"Kingsoft Cloud earnings deep dive and 2025 outlook $KC"
X Link 2025-10-02T16:30Z 58.6K followers, 1994 engagements
"$WRB W. R. Berkley (WRB) has released its quarterly earnings Revenue of $3.77B (+10.83% YoY) beats by $408.44M. EPS of $XXXX (+18.28% YoY) beats by $0.01"
X Link 2025-10-21T13:25Z 58.6K followers, 1323 engagements
"$XPEV $NIO $BYDDF Brazil has become the newest frontier for China's electric vehicle boom. The country imported about 138000 electric and hybrid vehicles from China in 2024 nearly 100000 more than the year before according to Brazilian customs data"
X Link 2025-11-05T13:35Z 58.6K followers, 2893 engagements
"5 leading companies for the next X years and why - buy them when the price gets to the 200Day MA $ALAB will be the next Arista for AI networks $KVYO Shopify winner from merchant marketing $FIG benefits from Vibe Coding $HOOD is going to be the Millennial and GenZ Schwab $CRWV the next hyper scaler for AI Trends. AI starts to make a difference. Vibe coding adopted by non developers. Millennials start becoming wealthy These will happen. Matter of time"
X Link 2025-11-06T02:23Z 58.6K followers, 77.3K engagements
"$ADBE expects annual revenue between $XXXXX billion and $XXXXX billion compared with estimates of $XXXXX billion On an adjusted basis Adobe expects annual earnings per share of between $XXXXX and $XXXXX above estimates of $XXXXX per share. It reported fourth-quarter revenue of $XXXX billion beating estimates of $XXXX billion"
X Link 2025-12-11T14:22Z 58.6K followers, 1536 engagements
"$COST Earnings per share:$4.50 vs. $XXXX expected Revenue:$67.31 billion vs. $XXXXX billionexpected"
X Link 2025-12-11T22:25Z 58.6K followers, 2425 engagements
"Daqus Energy in Woburn Mass. is trying to make batteries from plentiful organic materials rather than costly metals like lithium nickel and cobalt. Estes Energy Solutions in San Francisco is developing a way to package battery cells that makes them lighter"
X Link 2025-12-12T13:34Z 58.6K followers, XXX engagements
"Niron Magnetics in Minnesota is working with Stellantis the maker of Jeep and other brands on substitutes for the rare earth metals required for electric motors so that automakers are not dependent on supplies from China"
X Link 2025-12-12T13:35Z 58.6K followers, XXX engagements
"@AlTheBoss03 France. People are awful. The sights are overrated"
X Link 2025-12-12T15:28Z 58.6K followers, 11.3K engagements
"X Elon Musks @X posted a solid Q3 revenue rebound pulling in $752M up XX% YoY with over $2B in sales for the first nine months of 2025. The turnaround isnt cheap: restructuring costs drove a $577M net loss for the quarter. Still EBITDA hit $454M up XX% YoY suggesting the business is stabilizing after post-acquisition chaos. Advertising remains the core revenue engine with subscriptions and data licensing as side bets"
X Link 2025-12-12T21:59Z 58.6K followers, 2605 engagements
"@OnlyCFO Weekend What You using some lame LLM With Gemini XXXXXXX on $CRWV and @cursor_ai I can do it before this tweet is read by you. you must be the "I am an old school dev. Not an Agentic AI engineer""
X Link 2025-12-13T00:10Z 58.6K followers, XXX engagements
"$TCS @CoastalCloud $CRM Coastal Coastal Cloud got acquired by Tata Consultancy Services for $700M 2025 revenue is about $152M (+15% YoY) about XXX people with 3000 certifications in Salesforce TCS didnt just buy Coastal Cloud for Salesforce capability. They boughtU.S. payroll arbitrage. Coastal Cloud brings 400non-H1B U.S.-based Salesforce professionals with enterprise logos and Salesforce field trust. Thats the hard part. Salesforce buyers still want onshore faces in the room. RFPs still demand U.S. delivery leadership. This acquisition checks that box instantly. Now comes the predictable"
X Link 2025-12-13T20:57Z 58.6K followers, 2215 engagements
"@Orangeman1992 Everything that can be shorted is already on its way down $CRM $ADBE $HUBS"
X Link 2025-12-13T23:39Z 58.6K followers, XXX engagements
"A guy just used @AnthropicAI Claude to turn a $195000 hospital bill into $33000. Not with a lawyer. Not with a hospital admin insider. With a $20/month Claude Plus subscription. He uploaded the itemized bill. Claude spotted duplicate procedure codes illegal double billing and charges that Medicare rules explicitly forbid. Then it helped him write a letter citing every violation. The hospital dropped their demand by 83%. This isnt just a feel-good story. Its a preview of what AI will really do next: flatten systems built on opacity. Hospitals insurance companies legal firmsall rely on"
X Link 2025-11-04T23:56Z 58.6K followers, 4.3M engagements
"$SNOW Snowflake Inc. gave an outlook for operating margin that fell short of analysts estimates raising concerns among investors about the profitability of new AI-based tools. Adjusted operating income margin will be about X% in the period ending in January the company said Wednesday in a statement. Analysts on average projected XXX% according to data compiled by Bloomberg. Product revenue will be about $XXX billion compared with an average estimate of $XXXX billion"
X Link 2025-12-04T05:26Z 58.6K followers, 1845 engagements
"$AMC $IMAX Major movie theater stocks including AMC and IMAX dipped Friday falling at least X% after Netflix announced it will acquire Warner Bros. and that theatrical windows for movies will evolve after the $XXXX billion deal is completed sparking concern around the agreements potential impact on movie theaters"
X Link 2025-12-05T20:01Z 58.6K followers, 1544 engagements
"Real time drama. Paramount launches counter bid for $WBD vs $NFLX Meanwhile Pres Trump says Well see More popcorn please"
X Link 2025-12-08T18:23Z 58.6K followers, 1685 engagements
"$DIS @OpenAI $1B later Mickey Mouse just signed up for Sora. Disney just became OpenAIs first major content licensing partner. Three-year deal 200+ characters from Disney Marvel Pixar Star Wars. Sora gets to generate fan-prompted videos. Disney gets equity data and distribution. Everyone will talk about wow I can put Darth Vader and Baymax in my Sora clip. Thats not the interesting part. The interesting part is this: The most protective IP company on earth just chose to license into AI instead of suing it into the ground. They didnt just say yes to AI. They set the template for how Hollywood"
X Link 2025-12-11T15:16Z 58.6K followers, 1801 engagements
"$AVGO Earnings per share: $XXXX adjusted vs. $XXXX estimated Revenue: $XXXXX billion vs. $XXXXX billion estimated Solid Broadcom said revenue in the fiscal first quarter will be about $XXXX billion which would represent XX% year-over-year growth and is higher than the $XXXX billion average analyst estimate Broadcom expects AI chip sales this quarter to double from a year earlier to $XXX billion both from custom AI chips as well as semiconductors for AI networking"
X Link 2025-12-11T22:25Z 58.6K followers, 3206 engagements
"The auto industry employs four million Americans who work at car and parts factories dealerships and repair shops If Chinese EVs were to make it without a tariff that number will drop to about X Million $TSLA $GM $F $STLA"
X Link 2025-12-12T13:33Z 58.6K followers, 1369 engagements
"$F has 10K dealers worldwide and only 2.8K are in the US. Chinese car makers are battling $F everywhere but the US"
X Link 2025-12-12T13:36Z 58.6K followers, 1307 engagements
"$APO Apollo Global managing $900B+ just shorted loans to major enterprise software firms (owned by KKR Clearlake etc.) and slashed its overall software lending exposure by almost half. The controversial truth The entire private capital industry is dangerously over-exposed to software companies whose high-margin business modelsbuilt on automating rote tasks (coding finance customer service)are now the primary target of generative AI. As Apollo's CEO suggests they won't "be there to find out" if the sector is "destroyed" by technological change. The hundreds of billions in leveraged buyouts"
X Link 2025-12-13T21:01Z 58.6K followers, 3453 engagements
"@svarncapital Neither. $NXT"
X Link 2025-12-14T02:59Z 58.6K followers, XXX engagements
"Why does $HUBS make things so complicated. The contentblog is one simple feature They make it so complicated to use. I hate @HubSpot Forced to use it"
X Link 2025-12-14T04:11Z 58.6K followers, 1837 engagements
"@william_R2Rclub @HubSpot Yeah. It is painful"
X Link 2025-12-14T04:26Z 58.6K followers, XX engagements
"@alexsimme @HubSpot Have you tried to use it. Awful"
X Link 2025-12-14T20:20Z 58.6K followers, XX engagements
"$DOCS Morgan Stanley believes that shares of Doximity look attractive after a recent sell-off. The bank upgraded the digital platform for medical professionals to an overweight rating from equal-weight. Its price forecast of $XX up from $XX implies upside ahead of 48%"
X Link 2025-12-15T13:41Z 58.6K followers, 1579 engagements
"$NXT is a great play for 2026. I have a video deep dive but the setup is terrific"
X Link 2025-12-15T21:18Z 58.6K followers, 2788 engagements
"Tomorrow's Nonfarm payrolls should grow by 50000 in November according to the median estimates. The unemployment rate is seen clocking in at XXX% extending a months-long upward climb to the highest level since 2021"
X Link 2025-12-15T21:23Z 58.6K followers, 1863 engagements