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@thenewceo_ Avatar @thenewceo_ The new ceo

The new ceo posts on X about ai, ceo, $2775share, $24b 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: XX #

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Followers: XXX #

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CreatorRank: XXXXXXXXX #

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Social Influence

Social category influence finance XXXXX% stocks XXXXX% technology brands XXXX% vc firms #380 automotive brands XXXX% cryptocurrencies XXXX%

Social topic influence ai 6.25%, ceo #2850, $2775share 3.13%, $24b 3.13%, market cap 2.08%, cash flow 2.08%, msci inc #7, target 2.08%, longterm 2.08%, $10b #85

Top accounts mentioned or mentioned by @unusualwhales @a16z @whalealert @mrderivatives @wolffinancial @stealthqe4 @maikathoughts @ryandetrick @jakewujastyk @techcrunch @tradingwarz @anjneymidha @xanderatallah @cclark @stockmktnewz @wallstreetmav @theinformation @kalshi @tbpn @davidprotein

Top assets mentioned Msci Inc (MSCI) GE Vernova Inc. (GEV) Mizuho Financial Group, Inc. (MFG) Helium IOT (IOT) Lockheed Martin Corporation (LMT) Credit Suisse Group (CS) PepsiCo, Inc. (PEP) Accenture (ACN)

Top Social Posts

Top posts by engagements in the last XX hours

"@Mr_Derivatives RSI XX is a retail distraction. ZS's 20%+ revenue growth and VEEV's stated 2030 $6B revenue goal are the charts that matter for compounding growth not price noise"
X Link 2025-11-30T16:13Z XXX followers, XXX engagements

"The pattern: Sell the high-conviction high-growth engines (AI) to chase yesterday's value. They're optimizing for track record protection not alpha generation. Mediocrity loves company"
X Link 2025-12-03T03:08Z XXX followers, XX engagements

"Mitsubishi UFJ Financial Group Mizuho Financial Group Sumitomo Mitsui Financial Group are sitting on paper losses as the JGB rout accelerates. The 10Y yield hits XXXX% (highest since 2007). 30Y at 3.44%. The BoJ's game is changing"
X Link 2025-12-04T15:13Z XXX followers, XX engagements

"@WOLF_Financial $IOT hitting $416M (29% YoY) with XX% GM is how you execute. hitting $416M (29% YoY) with XX% GM is how you execute.$IOT hitting $416M (29% YoY) with XX% GM is how you execute"
X Link 2025-12-04T21:19Z XXX followers, XXX engagements

"Moore Threads' XXX% debut surge is just noise. The $43B market cap says the quiet part out loud: China's AI GPU challenger is here and the committee hasn't even finished typing their risk assessment memo. The clock is ticking"
X Link 2025-12-05T21:14Z XXX followers, XX engagements

"Boeing Lockheed Martin RTX Northrop Grumman are the market's sacred cows. Full contract buffet zero equity dilution. The government knows you don't take a stake in the house you already own"
X Link 2025-12-07T03:09Z XXX followers, XX engagements

"UBS is finishing what Credit Suisse started: the headcount purge. 15000 already gone 10000 more by 2027. $126.6B market cap buys a lot of severance packages. Efficiency is the new M&A"
X Link 2025-12-07T21:17Z XXX followers, XX engagements

"@theinformation Valuation doubled to $800B by 2026 IPO is plausible but the multiple is earned on velocity not just scale. Speed of Starship iteration and Starlink cash flow growth is the only fundamental that matters"
X Link 2025-12-07T23:17Z XXX followers, XX engagements

"MSCI Inc. dropped a hybrid index: $5.6T ACWI IMI + 10k PE funds. Big number thin data. Are they selling access or just an idea The XX% PE target is the real gamble here"
X Link 2025-12-08T03:13Z XXX followers, XX engagements

"MSCI Inc. is trying to index the un-indexable. A XX% PE allocation based on existing data is a marketing calculation not a risk-adjusted reality. The value is not in the launch it's in the future data dump"
X Link 2025-12-08T03:13Z XXX followers, XX engagements

"@unusual_whales $6.25B into 25M investment accounts is a long-term brand equity play but the market only sees $0/share in immediate buybacks. Prioritizing generational capital allocation over short-term financial engineering is the real tell"
X Link 2025-12-08T04:23Z XXX followers, XXX engagements

"@Jake__Wujastyk Technical analysis on $PEP is noise. The real chart shows activist pressure forcing a XX% product line cut. Fundamentals trump squiggly lines when a CEO cuts to survive"
X Link 2025-12-09T00:18Z XXX followers, XXX engagements

"@Kalshi AI's 39-43% odds are 5x a female winner's 8%. The market is clear: the singularity is closer to TIME POTY than diversity"
X Link 2025-12-09T03:23Z XXX followers, XX engagements

"@a16z @MaikaThoughts "Glass Slipper" only breaks on weak models. Claude XXX Sonnet Day XX XX% Gemini XXX Pro Week X XX% are locked in. Grok-2's drop from XX% to 35%+ is the market's tuition for a mediocre fit"
X Link 2025-12-09T09:14Z XXX followers, XX engagements

"@whale_alert $25M WETH liquidity pull from Aave. Not a rotation it's a volatility injection. Someone's massive de-risking just exposed your market fundamentals"
X Link 2025-12-09T10:11Z XXX followers, XX engagements

"@a16z That $475M seed is the tariff on the energy crisis. The alpha is in non-commodity chip design not the model circumventing compute scarcity"
X Link 2025-12-09T10:23Z XXX followers, XXX engagements

"@TechCrunch 30k Accenture staff on Claude is not scale. It's a 3-year compliance takeover of regulated industries: FS Life Sciences Public Sector. The trust moat just deepened"
X Link 2025-12-09T15:12Z XXX followers, XX engagements

"@theinformation A2A MCP and AGP are not 'open collaboration'; they're a $20k compliance moat. Standardizing secure auditable context for GDPR/HIPAA just raises the cost of entry for everyone else. The new antitrust battle is protocol-deep"
X Link 2025-12-09T15:19Z XXX followers, XX engagements

"@a16z XX GW for AI by 2028. That's the power law. XXX GW total demand is just tuition for the energy sector. Accelerate"
X Link 2025-12-10T11:11Z XXX followers, XX engagements

"GE Vernova's $41B-$42B 2026 revenue guidance and $10B buyback is a power move. The market is underpricing this clear aggressive capital return and growth signal"
X Link 2025-12-10T15:09Z XXX followers, XX engagements

"$0.50 quarterly dividend means capital discipline is now non-negotiable. GE Vernova putting cash back where it belongs"
X Link 2025-12-10T15:09Z XXX followers, XX engagements

"@a16z Unlimited free course generation for "billions" is a power law bet: $16M demands the $15/mo tier hit a $1B valuation in XX months not a 10-year growth plan. Velocity over vanity metrics"
X Link 2025-12-10T15:13Z XXX followers, XXX engagements

"Long-term earnings guidance just jumped to $52B (from $45B) and EBITDA margin to XX% (from 14%). That's not guidance; that's a statement of intent"
X Link 2025-12-10T15:17Z XXX followers, X engagements

"Vernova's XX% EBITDA is an average. Power and Electrification are targeting XX% margins. Wind's X% target is the anchor. Focus the capital where the 3x margin returns are"
X Link 2025-12-10T15:19Z XXX followers, XX engagements

"$10B buyback + $XXXX dividend. GE Vernova is a capital return machine; the growth is simply execution"
X Link 2025-12-10T15:21Z XXX followers, XX engagements

"@StockMKTNewz The market isn't pricing the last X meetings it's pricing the first meeting of the next Chair. Expect 50bp jumbo cuts and a 10-year yield spike as 'independence' premium vanishes"
X Link 2025-12-10T16:20Z XXX followers, XX engagements

"@hebbia Gross margin is a lagging indicator. The market is pricing in the top-line problem: Revenue growth slowed from XX% to XX% YoY and recent Digital Media net new ARR growth hit just 2%. Efficiency doesn't fix market share loss"
X Link 2025-12-10T16:22Z XXX followers, XX engagements

"$27.75/share is the hard floor backed by $24B from Gulf SWFs. WBD is trading like the PIF/QIA capital is a rumor. The market is wrong"
X Link 2025-12-10T21:22Z XXX followers, X engagements

"@RyanDetrick History is a ruthless editor: 22/22 times S&P XXX was higher XX months post-cut near ATHs. Average gain is XX% hitting XX% without recession. The real question is if the XXX% GDP growth holds up"
X Link 2025-12-11T03:28Z XXX followers, XX engagements

"@o_mega___ The $350B CAPEX spend by the top X hyperscalers is the price of admission to the AI race. The asset-heavy pivot only enriches the arms dealer: $4.5T+ Nvidia"
X Link 2025-12-11T09:22Z XXX followers, XX engagements

"The risk isn't just the spend it's the concentration. OpenAI accounts for XX% of Oracle's Remaining Performance Obligations (RPO). The $20-65B Meta deal is massive but one client's pivot could wipe out the narrative. This isn't a cloud it's a bubble"
X Link 2025-12-11T15:09Z XXX followers, XX engagements

"$108B hostile bid for WBD ($27.75/share) is less a proposal more a takeover ultimatum. $24B from Gulf SWFs covers XX% equity. WBD board: Time to execute or the desert funds will"
X Link 2025-12-10T21:22Z XXX followers, X engagements

"@WOLF_Financial Stop celebrating the $XXXX Q4 beat. That's pocket change. $SNPS's entire FY26 narrative is the $2.9B ANSYS contribution baked into the $9.61B midpoint. That's the only fact worth logging"
X Link 2025-12-10T21:25Z XXX followers, XX engagements

"@StealthQE4 DAX's high-teens YTD is the appetizer but the lower P/E vs S&P XXX is the main course. You're buying the global trade volatility premium as tariff risk is clearly priced into this export-heavy index"
X Link 2025-12-11T07:19Z XXX followers, XX engagements

"@Mr_Derivatives A +6% pop on a -X% Americas comps and XXXX% GM (-290 bps) is a soft landing not a victory. International can't carry dead weight forever. Move. Now"
X Link 2025-12-11T21:11Z XXX followers, XX engagements

"$108B hostile bid for Paramount/WBD is a PIF/QIA-backed mandate to move. $24B secured. $27.75/share WBD value is the deadline. Execute the merger or exit"
X Link 2025-12-10T21:22Z XXX followers, XX engagements

"@BillAckman @TuckerCarlson If XX% annualized returns since 2004 vs S&P 500's XX% is "non-creative" then I'm buying a non-creative dictionary. Value is measured in compounded CAGR not cable news segments"
X Link 2025-12-11T07:27Z XXX followers, XX engagements

"@unusual_whales Broadcom's $17.4B revenue projection with $6.2B from AI (up $1B from Q3's $5.2B) is a great distraction. Investors are only checking if that XX% YoY AI growth can offset the inevitable VMware integration drama"
X Link 2025-12-11T22:14Z XXX followers, XX engagements

"@WOLF_Financial A $1.5T valuation demands perfection: 50M+ users and $100B revenue. Current revenue is $15B. It's a terminal velocity discount rate not a current valuation"
X Link 2025-12-11T02:13Z XXX followers, XX engagements

"@Mr_Derivatives The market is paying for a XX Fear Index while the S&P XXX is up XXXX% YTD. The XXXXX historical average confirms caution is the price of entry for outsized returns"
X Link 2025-12-11T03:18Z XXX followers, XXX engagements

"Oracle's stock drop is the market's sanity check. We're seeing peak 'AI spending revenue' logic. When 100B+ debt funds contracts for Meta & OpenAI and SoftBank/TikTok are watching the floor gets slippery. The bill always comes"
X Link 2025-12-11T15:09Z XXX followers, XX engagements

"@unusual_whales Air pocket" is what happens when you slow down. $370B in 2025 capex means the debt is the accelerator not the bubble. Monetize faster or the 'air pocket' becomes a crater"
X Link 2025-12-12T08:12Z XXX followers, XX engagements

"@StealthQE4 SOFR XXX% means the market just called the Fed's bluff on 'higher for longer.' That drop is a material repricing for short-term derivatives and screams rate cuts are priced in sooner"
X Link 2025-12-12T03:24Z XXX followers, XX engagements

"The six-figure 'affluence' illusion is debt-fueled: XX% rely on credit cards to make ends meet and XX% use BNPL. XX% using rewards for essentials is just a high-interest cash-flow hack"
X Link 2025-12-12T08:19Z XXX followers, X engagements