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@philoinvestor Avatar @philoinvestor Philoinvestor

Philoinvestor posts on X about open ai, $jpy, $amd, $nvda the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

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Followers: XXXXX #

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Social category influence finance XXXX% stocks XXXX% technology brands XXXX% currencies XXXX% countries XXXX% cryptocurrencies XXXX% fashion brands XXXX%

Social topic influence open ai #1802, $jpy #12, $amd #287, $nvda #1134, $docsl #1, $belaat #1, $fevrl #1, $cour #2, market cap #1481, $usd #89

Top accounts mentioned or mentioned by @johnie36149708 @grok @nicogladia @samanthaladuc @aegeanairlines @limche36611 @kakashiii111 @thewaltzy @agnostoxxx @coffeegrafiska @rihardjarc @walterschloss @casinocapital @renesellmann @agent0088156721 @returnsjourney @maverick_equity @walter_schloss @nocapcap @fyreinteractive

Top assets mentioned Advanced Micro Devices (AMD) NVIDIA Corp. (NVDA) Coursera, Inc. (COUR) CoreWeave, Inc. (CRWV) Nebius Group N.V. Class A Ordinary Shares (NBIS) Constellation Brands, Inc. Class A (STZ) Oracle Corporation (ORCL) Palantir (PLTR) Broadcom, Inc. (AVGO) Ball, Corp. (BALL) Metadium (META) Zoom Video Communications Inc (ZM) Duolingo, Inc. Class A Common Stock (DUOL) Microsoft Corp. (MSFT) DoorDash, Inc. (DASH) Uber Technologies, Inc. (UBER) Lululemon Athletica Inc (LULU) RealFevr (FEVR)

Top Social Posts #

Top posts by engagements in the last XX hours

"AMD x OAI (x NVDA) $AMD $NVDA "Having a common cause with my enemy makes him my friend." -Jensen Huang probably Thats exactly what happened between Nvidia AMD and OpenAI today. Let me explain my thoughts on the dynamics of this deal and what it means for this phase of the "Everything AI" cycle. A short thread 🧵"
X Link @philoinvestor 2025-10-07T10:47Z 7699 followers, 16.7K engagements

"Need to start writing more investment-related stories for you guys. $BELA.AT"
X Link @philoinvestor 2025-09-21T09:48Z 7697 followers, 1456 engagements

"Five Under-the-Radar stocks with potentially big upside. X. $FEVR.L Fever-Tree - leader in the premium mixers category (and more). Growth ahead and selling for 3X sales after a deep price slump. Issues being fixed. X. $COUR Coursera - leader in EdTech pushing on cost control and growing year by year. Fortress balance sheet and could execute on a sector-changing acquisition going forward. Dumped their CEO recently. No AI isn't going to kill them probably the contrary. X. $CROX - category leader with a brand strong enough to be copied. Executed on pointless acquisition with HeyDude and now"
X Link @philoinvestor 2025-08-27T11:07Z 7699 followers, 4017 engagements

"My go-to short bucket when the AI tide turns. $PLTR real biz unreal multiple overhyped future $NVDA the central bank of AI bound to drop $ORCL boomer proxy renting GPUs at a loss $AMD effectively an OpenAI proxy now $CRWV grifty and over-levered hyperscaler sidecar $NBIS AI infra but without the enterprise customers Each stock has a different story ADR and volatility so I will pick choose and trade accordingly"
X Link @philoinvestor 2025-10-08T19:09Z 7698 followers, 34.5K engagements

"☢Powering OpenAI x $NVDA $AMD $AVGO deals exclusively with nuclear requires XX GW continuous. #NuclearPhilo Thats XX% of Chinas XXXX GWe under construction. Uranium required: XXX ktU/yr (7% global uranium production)"
X Link @philoinvestor 2025-10-15T01:12Z 7699 followers, 1588 engagements

"If your ex was a currency what currency would they be I'll start. The Turkish Lira. 🥁🥁🥁 She seemed like positive carry but netted out on the mark-to-market losses"
X Link @philoinvestor 2025-09-13T15:26Z 7698 followers, 1189 engagements

"$DOCS.L up XX% since this. It's crazy how inefficient the UK can get sometimes. Still selling for less than 1X sales"
X Link @philoinvestor 2025-08-18T10:36Z 7699 followers, 1391 engagements

"$COUR Coursera x Open AI partnership Is it a major shock that Open AI needs content partners to further their causes. It shouldn't be See attached thread from last may. 👇"
X Link @philoinvestor 2025-10-06T18:43Z 7698 followers, 1595 engagements

"NIKKEI up X% - Yen crashed JGB yields spiked. Market reacting with the Abenomics playbook as if this is a redux. $JPY I posted my work on Abenomics (The Spell of Abe) from XX years ago for context here:"
X Link @philoinvestor 2025-10-06T09:37Z 7699 followers, XXX engagements

"Sending out NED #6 for subscribers shortly after $BALL $FEVR.L $BELA.AT and $GRG.L previously. After the NED piece I am starting to write a bigger picture thematic on Riding the AI Tech Stack"
X Link @philoinvestor 2025-05-28T20:12Z 7698 followers, XXX engagements

"Dollar Vs Yen You have Trump and the $USD side of the pair: You don't know what he'll say or do and what kind of tariffs and trade war is going to be unleashed from one day to the next - so you can't handicap the USD leg. Then you have Takaichi on the $JPY side: Will markets digest Takaichi and her story as another Abenomics play Or will they see through her rhetoric and understand that Abenomics failed on the one hand and two that Japan is not what it used to be and can't practice Abenomics again By the way if Abenomics had worked we wouldn't need a second Abenomics now would be .And so"
X Link @philoinvestor 2025-10-13T07:01Z 7699 followers, 2373 engagements

"$NVDA and $AMD both understand that domestic GPU demand has peaked and China has pulled out. So how do they keep this going -Fund AI infrastructure companies like $CRWV and $NBIS (compute producers) -Fund Chatbot companies like Open AI (compute consumers) Note: even if they are both loss making"
X Link @philoinvestor 2025-10-06T11:32Z 7698 followers, 5577 engagements

"$USD $JPY (From the Philochat) Almost X Yen bagged 🙏 Ok just sold my whole USD/JPY position at XXXXXX from an entry of XXXXXX full position. You will note on the October 2nd Philochat I said that the USD/JPY is at its lower range - reason was the USD was pressured because of the govt shutdown and the weak jobs data. I entered after an hourly green candle formed and prices broke above the highs of that candle. Catalyst: Japan elected a female PM and as I said an hour ago I didn't know how the Yen would trade I saw a gap up for USD/JPY and took profits without thinking - I am probably going"
X Link @philoinvestor 2025-10-05T21:25Z 7700 followers, 1123 engagements

"@ReneSellmann Was just looking at $STZ Constellation Brands to be honest - interesting setup with macroeconomic pressure on their business significant debt but solid margins and long-term fundamentals - and confident share buybacks"
X Link @philoinvestor 2025-09-29T10:57Z 7697 followers, XXX engagements

"You were long the $JPY as Takaichi got elected and then you went short the $JPY because you thought the trade was easy. Now you'll be crying through the weekend. The question now is - WILL YOU MAKE THIS A LEARNING EXPERIENCE"
X Link @philoinvestor 2025-10-10T22:27Z 7699 followers, XXX engagements

"$META WhatsApp taking another stab at Zoom $ZM. You can schedule calls on WhatsApp now super easily. This should do some damage"
X Link @philoinvestor 2025-10-10T08:50Z 7699 followers, XXX engagements

"Yep said this XXX years ago $DUOL"
X Link @philoinvestor 2025-10-09T08:25Z 7696 followers, XXX engagements

"A.I. confusions and misunderstandings in the EdTech market. $COUR Coursera's share price closed at $XXXX today that's a market cap of $1.33bln. Last qtr the company had a net cash of $700mln (52% of market cap) Ok.but does the company burn cash Let's see 👇"
X Link @philoinvestor 2024-05-18T00:16Z 7698 followers, 16.4K engagements

"Interesting businesses down 50%+ from highs pain is obvious upside could be too: X. $STZ: tariffs + Hispanic consumer hit guidance cut. Debt profile sets up major undervaluation soon. 2/ $FEVR: margins crushed by glass/shipping but inventor of premium mixers. X. $DOCS.L: struggling post-IPO pivoting from wholesale to DTC. Brand equity still intact. X. $LULU: US slowing yet global cult brand expanding into mens and Asia. X. $CROX: Hey Dude acquisition tough but core product strong. Balance sheet + buybacks provide support. X. $BALL : debt heavy volumes weak but undisputed category leader with"
X Link @philoinvestor 2025-10-01T11:57Z 7699 followers, 15.4K engagements

"I will remind you that Abenomics failed and all the "Abenomics" before it failed too $JPY #TakaichiTrade"
X Link @philoinvestor 2025-10-06T05:57Z 7699 followers, XXX engagements

"Why do I feel these AI deals are White House backed 👀"
X Link @philoinvestor 2025-10-13T13:51Z 7699 followers, 1035 engagements

"Kid: Mom how did we get so rich Mother: By mistake during the Cooking Oil Crash of '25"
X Link @philoinvestor 2025-10-14T20:33Z 7699 followers, 1943 engagements

"Basically AMD is now an OpenAI proxy. If OpenAI goes down AMDs stock goes down with it. Simple as that"
X Link @philoinvestor 2025-10-12T10:43Z 7699 followers, 3541 engagements

"For all you Yenthusiasts out there - you would enjoy this. $JPY"
X Link @philoinvestor 2025-10-06T09:55Z 7699 followers, 1500 engagements

"$AMD x Open AI: Tied to the AMD hip With the warrant deal for 160M AMD shares two dynamics stand out 👇🦉 1) ALIGNMENT AMD just tied Open AI with its own stock. It is now greatly to Open AI's interests to complete the 6GW capacity deal because it comes (T&C apply) with a major sweetener: Almost $100bln in value (At $1trln market cap) via the XX% share in AMD. In addition OAI is incentivised to continue the partnership with AMD because of that XX% stake. They are tied to the hip. OAI pulling back from AMD means they immediately suffer losses in their equity portfolio *But not just any"
X Link @philoinvestor 2025-10-08T07:01Z 7697 followers, 7201 engagements

"Permira owns 370mln shares in Dr Martens. GS tried to broker-sell 70mln shares today at XX% below market. Share price tanked 20%. $DOCS.L HOWEVER sources say Permira wasn't involved in this sale. I don't know who the seller(s) could be but it doesn't matter really"
X Link @philoinvestor 2024-09-20T15:15Z 7695 followers, 3848 engagements

"The first rule of startups is."Never grow too big that all the money in the world aren't enough to fund your next round" Open AI isn't too big to fail it's too big to succeed"
X Link @philoinvestor 2025-10-15T04:16Z 7699 followers, 1137 engagements

"UK-listed stocks that are uncorrelated to the AI hype. I own all four of them right now. #InterestingRiskReward Dr. Martens $DOCS.L Iconic brand rebooting. Expanding beyond boots overhauling distribution. Post-IPO collapse may be overdone. 🥾 Fever-Tree $FEVR.L Premium mixer leader trading at X sales after a brutal slump. Supply issues easing growth runway intact. Robust to weakening alcohol consumptions per capita 😉 Greggs $GRG.L The UKs fast-food royalty. Efficiency and expansion levers ahead. Still cheap for its moat. King of the Sausage Roll 👑 Clarksons $CKN.L Shippings quiet"
X Link @philoinvestor 2025-10-13T08:36Z 7699 followers, 10.9K engagements

"🧸 $BELA.AT A TALE OF BUSINESS OWNING AND FINANCIAL MARKETS In the summer of 2015 amidst the Tsipras/ SYRIZA government and the subsequent negotiations between Greece and the "Troika" - I had a somewhat large position on Jumbo shares. It must have been XX% of the portfolio. Worries were that a "Grexit" would have ejected Greece from the Euro and back to the drachma with fears of a financial depression and all the trimmings. (same worries existed in 2012) Negotiations weren't going well and Draghi/ECB decided to pull the plug on the Greek ELA situation effectively forcing the banks into a"
X Link @philoinvestor 2023-11-29T21:49Z 7698 followers, 6736 engagements