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@turnandburn07 Avatar @turnandburn07 yass_kapital

yass_kapital posts on X about $anet, $nvda, meta, $meta 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 stocks XXXXX% technology brands XXXXX% finance XXXX% social networks XXXX% cryptocurrencies XXXX% countries XXXX%

Social topic influence $anet #48, $nvda #2521, meta 13.46%, $meta 11.54%, $anets #1, $nvdas 7.69%, $vrt #64, $metas 7.69%, stack 5.77%, gpu XXXX%

Top accounts mentioned or mentioned by @cerotorre @notesonthenoise @buccocapital @joecarlsonshow @tacticzh @pepemoonboy

Top assets mentioned Arista Networks Inc (ANET) NVIDIA Corp. (NVDA) Metadium (META) Vertiv Holdings Co (VRT) Oracle Corporation (ORCL) Novo-Nordisk (NVO) Alphabet Inc Class A (GOOGL) Astera Labs, Inc. Common Stock (ALAB) Microsoft Corp. (MSFT) Eli Lilly and Company (LLY) 4 (4) Robinhood Markets, Inc. (HOOD) Broadcom, Inc. (AVGO) Micron Technology, Inc. (MU) Advanced Micro Devices (AMD) Intel Corporation (INTC) Brookfield Corporation (BN) Electroneum (ETN) Vistra, Corp. (VST) Constellation Energy Corp (CEG) TALEN ENERGY CORP (DE) (TLN) Intuitive Surgical, Inc. (ISRG)

Top Social Posts #

Top posts by engagements in the last XX hours

"The decision by $META to onboard $NVDA via the open FBOSS platform rather than a proprietary solution is a crucial piece of evidence supporting this view"
X Link @turnandburn07 2025-10-13T19:15Z XXX followers, XXX engagements

"@NotesontheNoise $ANET didn't lose a customer"
X Link @turnandburn07 2025-10-13T21:42Z XXX followers, XXX engagements

"@NotesontheNoise My guess would be it signals $NVDA's willingness to continue vertically integrating -- which could spell trouble for $ALAB in a more existential sense than w/ $ANET but I think both moves are overreactions"
X Link @turnandburn07 2025-10-13T21:53Z XXX followers, XXX engagements

"$NVDA is still relatively new to this level of complex network software development. Networking hardware is only as good as the software that runs it and $ANET has a significant lead here"
X Link @turnandburn07 2025-10-13T19:12Z XXX followers, XXX engagements

"@cerotorre Some valid points here but I hedge toward $ANET's leadership and balance sheet and I just don't know how much it makes sense for $MSFT $NVDA et al to vertically integrate all the way into complex engineering like liquid cooling and thermal management"
X Link @turnandburn07 2025-10-14T14:34Z XXX followers, XXX engagements

"$ORCL is in a race for third place in the cloud wars. It needs to build out its AI capabilities as quickly as possible. Buying an integrated pre-validated stack from $NVDA is the path of least resistance and fastest time-to-market"
X Link @turnandburn07 2025-10-13T19:13Z XXX followers, XXX engagements

"God I love $ANET"
X Link @turnandburn07 2025-10-08T19:05Z XXX followers, XXX engagements

"@cerotorre For example $VRT already partnering with $NVDA"
X Link @turnandburn07 2025-10-14T14:36Z XXX followers, XXX engagements

"The most important detail is that $META is integrating Spectrum-X into its Facebook Open Switching System (FBOSS). FBOSS is $META's own open-source switch software designed to disaggregate hardware from software"
X Link @turnandburn07 2025-10-13T19:11Z XXX followers, XXX engagements

"bullish $LLY $NVO"
X Link @turnandburn07 2025-10-15T15:59Z XXX followers, XXX engagements

"1. 2006: Twitter launched X. 2013: Robinhood launched X. 2020: m2 +$4 trillion"
X Link @turnandburn07 2025-10-14T22:56Z XXX followers, XX engagements

"If you want some blue-chip AI "picks and shovels" plays with some diversification across the stack might I suggest: $GOOG (TPUs) $NVDA (GPUs) $AVGO (XPUs) $ASML (Lithography) $ANET (Networking) $MU (Memory) $VRT (Power and cooling) All profitable executing well with clear runways for growth over the next 3-5 years"
X Link @turnandburn07 2025-10-14T13:59Z XXX followers, XXX engagements

"$META has historically been one of $ANET's largest customers accounting for a substantial portion of its revenue. Any loss of "share of wallet" at such a key account is a material threat. The announcement signals that $ANET no longer has an undisputed claim on $META's AI networking budget"
X Link @turnandburn07 2025-10-13T19:09Z XXX followers, XXX engagements

"$NVO starting to feel a little value trappy"
X Link @turnandburn07 2025-10-13T19:50Z XXX followers, XXX engagements

"$META's goal is to commoditize the hardware layer. By forcing $NVDA to support the open FBOSS standard $META gains a second viable supplier for its AI clusters increasing its bargaining power and reducing its dependence on $ANET"
X Link @turnandburn07 2025-10-13T19:13Z XXX followers, XXX engagements

"Networking is the next logical frontier for $NVDA to conquer. Having captured the AI processing market controlling the interconnects is key to maximizing performance and capturing more of the data center budget"
X Link @turnandburn07 2025-10-13T19:14Z XXX followers, XXX engagements

"Data centers have multiple networks. This announcement primarily concerns the "back-end" AI fabric that interconnects GPU clusters. $ANET remains a dominant player in the "front-end" networks that connect the data center to the rest of the world and manage general-purpose compute. $ANET also has a growing presence in campus and enterprise networking"
X Link @turnandburn07 2025-10-13T19:12Z XXX followers, 2258 engagements

"Here's why the $ANET sell-off doesn't make sense"
X Link @turnandburn07 2025-10-13T19:08Z XXX followers, 1214 engagements

"My favorite new trend is 'scandals' that make Democrats look cooler (JB Pritzker winning $X million gambling Mikie Sherrill refusing to snitch Graham Platner hating cops)"
X Link @turnandburn07 2025-10-16T22:34Z XXX followers, XX engagements

"This forces $NVDA to play within $META's open ecosystem competing on the merits of its hardware rather than locking $META into a proprietary software stack. This commitment to openness is fundamentally aligned with $ANET's own philosophy and ensures a more level playing field"
X Link @turnandburn07 2025-10-13T19:11Z XXX followers, XXX engagements

"$NVDA's primary advantage is its ability to offer a tightly integrated full-stack solution: GPUs networking interface cards (NICs) and now switches all optimized to work together. For customers like $ORCL who are racing to build massive AI infrastructure this "one-stop-shop" approach can simplify procurement and accelerate deployment"
X Link @turnandburn07 2025-10-13T19:10Z XXX followers, XXX engagements

"This week we hear from the king $ASML"
X Link @turnandburn07 2025-10-14T00:06Z XXX followers, XXX engagements

"Might as well buy some $VRT"
X Link @turnandburn07 2025-10-14T13:54Z XXX followers, XXX engagements

"You could definitely add $AMD to this list and I'd listen to a case for $INTC $TSMC and others like $ETN and $BN"
X Link @turnandburn07 2025-10-14T14:38Z XXX followers, XXX engagements

"On the watch list this week: $VST $CEG $TLN $VRT Conversation turning quickly to AI energy demands"
X Link @turnandburn07 2025-09-28T16:36Z XXX followers, XX engagements

"$ANET's key differentiator has always been its Extensible Operating System (EOS) and CloudVision software. EOS is renowned for its reliability stability and programmability at massive scale honed over more than a decade of deployments in the world's largest data centers"
X Link @turnandburn07 2025-10-13T19:12Z XXX followers, XXX engagements

"Its pretty clearly $GOOG vs OpenAI"
X Link @turnandburn07 2025-10-14T21:55Z XXX followers, XX engagements

"Don't think I can ignore this $ISRG dip any longer"
X Link @turnandburn07 2025-10-01T16:34Z XXX followers, 1135 engagements

"NVIDIA the dominant force in AI computing is aggressively moving into Arista's core market: high-speed data center networking. Spectrum-X is not a peripheral product; it's a direct competitor for building the fabric of AI factories"
X Link @turnandburn07 2025-10-13T19:09Z XXX followers, XXX engagements

"$NVDA's aggressive push into Ethernet for AI validates the market itself. For years $NVDA's proprietary InfiniBand was seen as the only solution for high-performance AI. Their embrace of Ethernet massively expands the total addressable market for $ANET's core technology. A larger pie can support multiple winners"
X Link @turnandburn07 2025-10-13T19:12Z XXX followers, XXX engagements

"The core of the $ANET bull case rests on the idea that the AI networking market is large enough for multiple players and that hyperscalers will favor open multi-vendor environments where $ANET's best-in-class software (EOS) gives it a durable competitive advantage"
X Link @turnandburn07 2025-10-13T19:14Z XXX followers, XXX engagements

"Hyperscalers like $META practice extreme supply chain diversification to avoid vendor lock-in and ensure competitive pricing. It is highly unlikely that $META will standardize exclusively on $NVDA. This is more likely a move to a dual-vendor strategy for their AI back-end networks with $ANET being the other key supplier"
X Link @turnandburn07 2025-10-13T19:11Z XXX followers, XXX engagements