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@theaustinlyons Avatar @theaustinlyons Austin Lyons

Austin Lyons posts on X about $intc, meta, $nvda, infra 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 Influence #

Social category influence stocks XXXXX% technology brands XXXXX% finance XXXX% countries XXXX% automotive brands XXXX%

Social topic influence $intc #25, meta 2.58%, $nvda 2.06%, infra 2.06%, $meta #165, $avgo #120, nvda 1.55%, stack #1678, $amd #370, $crdo #95

Top accounts mentioned or mentioned by @nvidia @amd @intel @microntech @qualcomm @synopsys @cadence @inttradenetwork @schwabnetwork @apple @openai @nvidias @microsoft @meta @patrickmoorhead @rwang07 @danielapilcoj15 @benbajarin @arm @rivian

Top assets mentioned Intel Corporation (INTC) NVIDIA Corp. (NVDA) Metadium (META) Broadcom, Inc. (AVGO) Advanced Micro Devices (AMD) Credo Technology Group Holding Ltd Ordinary Shares (CRDO) Amazon.com, Inc. (AMZN) Alphabet Inc Class A (GOOGL) Cisco Systems Inc (CSCO) Juniper Networks, Inc. (JNPR) Microsoft Corp. (MSFT) QUALCOMM, Inc. (QCOM) Taiwan Semiconductor (TSM) Marvell Technology Inc (MRVL)

Top Social Posts #

Top posts by engagements in the last XX hours

"@intel $INTC sees a future where the workloads can be broken down into components where each can be orchestrated to the best infra for that piece. $NVDA Rubin CPX is the precedent here"
X Link @theaustinlyons 2025-10-14T17:43Z 2537 followers, XXX engagements

"The benefit of vertical integration for $GOOG and its TPU-based datacenters + AI software stack"
X Link @theaustinlyons 2025-10-13T23:29Z 2567 followers, 3527 engagements

"@intel So $INTC are working on a software stack that enables any accelerator"
X Link @theaustinlyons 2025-10-14T17:46Z 2612 followers, 4177 engagements

"$META has a mix of hardware. This creates pain for software and ML folks. We do this diversity for two reasons 1) Supply chain diversification 2) Right sized infra for particular workloads"
X Link @theaustinlyons 2025-10-14T18:01Z 2537 followers, XXX engagements

"Googles consumer reach is unparalleled. Each of these XX apps from $GOOG serve at least half a billion users; all leverage Gemini"
X Link @theaustinlyons 2025-10-13T23:25Z 2572 followers, XXX engagements

"Saurabh Dighe from $MSFT Azure. 🧵"
X Link @theaustinlyons 2025-10-14T00:54Z 2604 followers, 1537 engagements

"Mohamed Awad of $ARM at OCP 🧵"
X Link @theaustinlyons 2025-10-14T16:16Z 2536 followers, 1225 engagements

"@intel Number of tokens needed will continue to explode"
X Link @theaustinlyons 2025-10-14T17:40Z 2499 followers, XXX engagements

"Hot topic at OCP. More here"
X Link @theaustinlyons 2025-10-15T18:32Z 2611 followers, XXX engagements

"@intel $INTC recognizes the software is the hard part here"
X Link @theaustinlyons 2025-10-14T17:45Z 2604 followers, XXX engagements

"$INTC CTO Sachin Katti at OCP 🧵"
X Link @theaustinlyons 2025-10-14T17:34Z 2612 followers, 2969 engagements

"Helios is the shining example from $AMD and ZTSystems. Uses Open Rack Wide standard from Meta"
X Link @theaustinlyons 2025-10-14T00:32Z 2606 followers, 7190 engagements

"ESUN vs UALink WHY NOT BOTH says @upscale_ai_inc Sick logo btw"
X Link @theaustinlyons 2025-10-15T18:32Z 2612 followers, 1751 engagements

"These AI datacenters are being built with custom silicon to optimize. Codesign system for perf per Watt. Nvidia Broadcom and more. $ARM $NVDA $AVGO"
X Link @theaustinlyons 2025-10-14T16:23Z 2513 followers, XXX engagements

"@intel Introducing Crescent Island. Sampling 2H26. Optimized for TCO. $INTC"
X Link @theaustinlyons 2025-10-14T17:49Z 2607 followers, 1838 engagements

"Then Brennan highlighted another early $CRDO AEC opportunity: switch racks replacing chassis. Instead of pricey $CSCO $JNPR chassis with backplanes companies like $AMZN stack cheaper switches linked by in-rack cables (3m). Short cables A perfect fit for $CRDO AECs"
X Link @theaustinlyons 2025-09-12T14:31Z 2604 followers, 1262 engagements

"Big news: Qualcomm is buying Arduino Arduino brings a massive base of current and next-generation makers. And GenAI unlocks incredibly useful iOT. So $QCOM brings GPUs NPUs software to the mix. $QCOM is positioning Dragonwing to take advantage of this GenAI + iOT wave"
X Link @theaustinlyons 2025-10-07T13:15Z 2611 followers, 3764 engagements

"Insane precision from $ASML in this video. Watch from 1:30 onward "Fun fact: the movement of the reticle stage and wafer stage are synced but light speed has to be taken into account. The reticle stage needs to move slightly earlier since it can shift more than XXX nanometers in the time between when a photon leaves the reticle and when it reaches the wafer." Sweet video @ASMLcompany keep 'em coming"
X Link @theaustinlyons 2025-09-29T19:30Z 2611 followers, 73.1K engagements

"$TSM reported yesterday. Revenue is at all time high. Demand is accelerating. "Numbers are insane". Arizona buildout pulled forward. What does this mean for $INTC Foundry"
X Link @theaustinlyons 2025-10-17T17:05Z 2612 followers, 6736 engagements

"The Network is the Computer from Ram Velaga of Broadcom. 🧵$AVGO"
X Link @theaustinlyons 2025-10-14T16:33Z 2611 followers, XXX engagements

"@intel $INTC says it can be orchestrated across heterogeneous infra (from different vendors). But that requires software that can abstract away the heterogeneity"
X Link @theaustinlyons 2025-10-14T17:44Z 2606 followers, 1988 engagements

"👀 ESUN - OCP Ethernet for Scale Up Networking. SUE from $AVGO focuses on the transport layer. ESUN addresses the network side. #OCPSummit25"
X Link @theaustinlyons 2025-10-13T23:17Z 2601 followers, XXX engagements

"$META likes big racks. With $AMD MI450 inside"
X Link @theaustinlyons 2025-10-14T21:59Z 2612 followers, 26.2K engagements

"Why is it big Why is it growing $CRDO AECs started with a focus on NIC ToR. Servers connect to the ToR (Top of Rack) switch via NICs. e.g. AWS Graviton with custom AWS NICs or Nvidia GPUs with ConnectX NICs. Those short high-speed hops were the first place Credo AECs came in. Every chip needs that first hop. Brennan: NIC TOR alone is a huge market. $CRDO $AMZN $NVDA"
X Link @theaustinlyons 2025-09-12T14:24Z 2604 followers, 1079 engagements

"GenAI workloads place very different demands on infrastructure. GPUs can handle them all but at hyperscaler scale it often pays to tune the hardware to each workloads shape. Thats where $MRVL's custom AI silicon comes in"
X Link @theaustinlyons 2025-10-08T13:04Z 2606 followers, 9506 engagements

"$META VP Dan Rabinovitsj at OCP 🧵"
X Link @theaustinlyons 2025-10-14T17:56Z 2600 followers, XXX engagements

"$META teasing a rack of liquid-cooled networking rack. Packed with tons of network switches. Liquid cooled"
X Link @theaustinlyons 2025-10-14T22:35Z 2605 followers, 3067 engagements

"The $AVGO partnership isn't just a custom chip but entire rack-scale cluster for reasoning inference per the Broadcom + OpenAI podcast this morning: "Andrew Mayne: So this is going to entail both compute and chip design and scaling out Sam Altman: This is a full system. the vertical integration point is really important. design the whole system all of the stuff about the chip the way we design these racks the networking between them how the algorithms that we're using fit the inference chip itself a lot of other stuff all the way to the end product.""
X Link @theaustinlyons 2025-10-13T17:57Z 2612 followers, 88K engagements

"What is $INTC strategy in AI Its doubling down on AI from edge to cloud including the partnership with $NVDA Open heterogeneous strategy. And more to come in a few slides"
X Link @theaustinlyons 2025-10-14T17:37Z 2536 followers, XXX engagements

"@rwang07 lol yeah ChatGPT whipped that up and went with like a very intense big brother vibe for some reason. But I dig it so rolled with it 🤣. 👁"
X Link @theaustinlyons 2025-10-17T17:13Z 2612 followers, XXX engagements

"$AMD and OAI will begin deploying the first GW of MI450 in 2H26 via Helios racks"
X Link @theaustinlyons 2025-10-06T12:09Z 2498 followers, 20.7K engagements

"@XYang2023 No mention of Jaguar Shores"
X Link @theaustinlyons 2025-10-14T18:14Z 2510 followers, XXX engagements

"The focus for @intel now is inference and agentic AI"
X Link @theaustinlyons 2025-10-14T17:38Z 2506 followers, 1643 engagements

"Last slide before AMD comes up. Was this planned Sounds like @AnushElangovan"
X Link @theaustinlyons 2025-10-14T00:16Z 2612 followers, 11K engagements

"CEO Brennan highlights another $CRDO AEC opportunity: switch racks replacing chassis. Instead of pricey $CSCO or $JNPR chassis with backplanes $AMZN stacks cheaper white-box switches that are linked by in-rack cables (3m). A perfect fit for $CRDO AECs. $CRDO"
X Link @theaustinlyons 2025-09-11T22:01Z 2517 followers, XXX engagements

"AI workload diversity demands different infra needs. $MRVL XPU/XPU attach silicon can help. AWS Trainium2 as an example. Marvells customer base business model differentiation and risks"
X Link @theaustinlyons 2025-10-08T12:46Z 2604 followers, 2922 engagements

"$ORCLs OCI at OCP 🧵"
X Link @theaustinlyons 2025-10-13T23:58Z 2604 followers, 1843 engagements

"If theres ever a good time to launch an external foundry its now. Industry demand is high. $INTC"
X Link @theaustinlyons 2025-10-16T07:06Z 2612 followers, 5449 engagements