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@superhoogie Avatar @superhoogie asymmetricopportunities

asymmetricopportunities posts on X about $5991t, sits, drivers, $020kwh the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

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Mentions: X #

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Followers: XXX #

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CreatorRank: XXXXXXXXX #

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Social Influence #

Social category influence technology brands XXX% stocks XXX% finance XXX% countries XXX%

Social topic influence $5991t #1, sits #907, drivers #1294, $020kwh #1, $googl 3.7%, slop 3.7%, ai slop 3.7%, $050hr 3.7%, $138m 3.7%, $12m XXX%

Top accounts mentioned or mentioned by @valueinvestjpn @openai @yummycenturyegg @gchtrivs @deepvalue000 @hristopelov @ecommerceshares @johnmichaelmur @pplxfinance @kingkhari87 @sama @elonmusk @scaling01 @kimmonismus @aiforsuccess @iruletheworldmo @teknium1 @markk @sundarpichai @nicochristie

Top assets mentioned Alphabet Inc Class A (GOOGL)

Top Social Posts #

Top posts by engagements in the last XX hours

"Beholdthe last human still using their actual brainrefusing the AI slop tsunamino ChatGPT essaysno algorithmic drivelno predictive textjust pure unfiltered occasionally wrong organic thoughtsure everything takes longerand yes they forget things Google could answer instantlybut theyre swimming upstream against the endless deluge of generated listiclessynthetic postsand those soulless XX productivity hacks articlesa digital heroor just stubborneither wayrespect the commitment to sufferingeven when their brain autocorrects nothingand blames no one"
X Link @superhoogie 2025-10-17T01:39Z XXX followers, XX engagements

"NHK Spring (TSE: 5991): AI data-center storage supplier in a global duopoly trading at XXXX forward EPS AI is no longer just compute. It is a content factory. That is the driver of an expanding nearline HDD TAM and NHK Spring sits at the choke point. Key drivers fast: X. Multimodal content explosion video audio and 3D raise retained data per model by orders of magnitude. X. Drive-level density OEM moves to Ultra-SMR and HAMR plus multi actuator designs push suspensions per drive from XX toward XX. X. Scale-out nonlinearity campus builds increase capacity far faster than unit counts creating"
X Link @superhoogie 2025-10-14T22:16Z XXX followers, XXX engagements

"Scale it to a 25MW cluster: 52000 A100 GPUs XX% utilization = 342M GPU-hours/year At $0.50/hr rental $0.20/kWh power: $138M gross profit Less $12M fixed costs = $126M EBITDA (74% margin) Note: Depreciation isn't in this calculation. It's an accounting entry not a cash cost"
X Link @superhoogie 2025-10-10T21:07Z XXX followers, XX engagements

"Jim let me walk through why I respectfully disagree with the "GPU bubble" thesis. The math tells a different story than the depreciation schedules. Start with unit economics: A100 GPU: XXX kW XXX PUE = XXXX kWh/hour At $0.20/kWh: 10/hour in power At $0.50/hour rental: 40/hour gross profit The breakeven power price is $1.04/kWh. USA WAVG wholesale power prices are 4-5c/kWh"
X Link @superhoogie 2025-10-10T21:07Z XXX followers, XXX engagements

"Nidec with XX% share of the global HDD spindle motor market is a good barometer for HDD unit builds. Their 1Q data already shows nearline volumes above XX% of total and growing guiding for higher = very supportive of expanding HDD suspensions volumes for NHK Spring"
X Link @superhoogie 2025-10-16T13:49Z XXX followers, XX engagements