[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @8s94_ なかむら けんた なかむら けんた posts on X about $nvda, $msft, nvda, $amzn the most. They currently have XXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::767364490459578368/interactions)  ### Mentions: XX [#](/creator/twitter::767364490459578368/posts_active)  ### Followers: XXXXX [#](/creator/twitter::767364490459578368/followers)  ### CreatorRank: XXXXXXXXX [#](/creator/twitter::767364490459578368/influencer_rank)  ### Social Influence [#](/creator/twitter::767364490459578368/influence) --- **Social category influence** [stocks](/list/stocks) XXXXX% [technology brands](/list/technology-brands) XX% [countries](/list/countries) XXXXX% [finance](/list/finance) XXXX% [currencies](/list/currencies) XXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% **Social topic influence** [$nvda](/topic/$nvda) #1780, [$msft](/topic/$msft) #293, [nvda](/topic/nvda) #480, [$amzn](/topic/$amzn) #490, [$googl](/topic/$googl) 20%, [$amd](/topic/$amd) #543, [$iren](/topic/$iren) #432, [china](/topic/china) 10%, [msft](/topic/msft) #136, [$nbis](/topic/$nbis) #294 **Top assets mentioned** [NVIDIA Corp. (NVDA)](/topic/$nvda) [Microsoft Corp. (MSFT)](/topic/$msft) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Advanced Micro Devices (AMD)](/topic/$amd) [IREN Limited (IREN)](/topic/$iren) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [CoreWeave, Inc. (CRWV)](/topic/$crwv) [Galaxy Digital Inc. (GLXY)](/topic/$glxy) [Oracle Corporation (ORCL)](/topic/$orcl) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Metadium (META)](/topic/$meta) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Eos Energy Enterprises, Inc. (EOSE)](/topic/$eose) [QUALCOMM, Inc. (QCOM)](/topic/$qcom) [Cream (CRM)](/topic/$crm) [Vertiv Holdings Co (VRT)](/topic/$vrt) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [SPDR S&P XXX ETF Trust (SPY)](/topic/$spy) [MP Materials Corp. (MP)](/topic/$mp) [USA Rare Earth, Inc. Class A Common Stock (USAR)](/topic/$usar) [Critical Metals Corp. Ordinary Shares (CRML)](/topic/$crml) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [BlackRock Inc (BLK)](/topic/blackrock) [IonQ, Inc. (IONQ)](/topic/$ionq) [Palantir (PLTR)](/topic/$pltr) [Cloudflare, Inc. (NET)](/topic/$net) [Crowdstrike Holdings Inc (CRWD)](/topic/$crwd) [Navitas Semiconductor Corporation Common Stock (NVTS)](/topic/$nvts) [TeraWulf Inc. (WULF)](/topic/$wulf) [Intel Corporation (INTC)](/topic/$intc) [Intuitive Surgical, Inc. (ISRG)](/topic/$isrg) [Ethereum (ETH)](/topic/ethereum) [SBET (SBET)](/topic/$sbet) [BITMINE IMMERSION TECH (BMNR)](/topic/$bmnr) [Morgan Stanley (MS)](/topic/morgan-stanley) ### Top Social Posts [#](/creator/twitter::767364490459578368/posts) --- Top posts by engagements in the last XX hours "$QCOM has XX% China revenue exposure - highest risk. $AVGO (35%) $NVDA (26%) $AMD (25%) also vulnerable. Enterprise software like $MSFT & $CRM under X% 🎯" [X Link](https://x.com/8s94_/status/1981062127550156958) [@8s94_](/creator/x/8s94_) 2025-10-22T18:16Z 1547 followers, XX engagements "$VRT Delivered 😏 Sales $2.68B vs Est. $2.59B EPS $XXXX vs Est. $XXXX FY25 Guidance Sales $10.2B vs Est. $10.1B EPS $4.25vs Est. $XXXX FCF $1.5B vs Est. $1.3B AI data center orders up XX% YoY & margins hitting XX% show theyre scaling faster than demand by" [X Link](https://x.com/8s94_/status/1981065324813570101) [@8s94_](/creator/x/8s94_) 2025-10-22T18:29Z 1543 followers, XX engagements "KeyBanc kicked off coverage on $HIMS seeing a real DTC moat forming with 2.4M subs & new treatments plus international growth setting up the next leg. They model $3.3B revenue & $505M EBITDA by 2027 as Hims evolves into a global healthcare platform" [X Link](https://x.com/8s94_/status/1981068420839067667) [@8s94_](/creator/x/8s94_) 2025-10-22T18:41Z 1543 followers, XX engagements "AI is now an industrial story where every layer here shows how the physical economy is being rebuilt to power intelligence. $NBIS $IREN & $CIFR are turning megawatts into rentable GPU capacity by selling compute by the hour like utilities once sold power by the kilowatt" [X Link](https://x.com/8s94_/status/1981077395752046818) [@8s94_](/creator/x/8s94_) 2025-10-22T19:17Z 1547 followers, XXX engagements "Every tech cycle starts with infrastructure but the real upside comes when applications turn capacity into products. In the internet era $AMZN & $GOOGL built on top of the pipes to turn raw connectivity into commerce & information flow. And its starting to look like in the" [X Link](https://x.com/8s94_/status/1981087556298297753) [@8s94_](/creator/x/8s94_) 2025-10-22T19:57Z 1547 followers, XX engagements "The cloud race is really just the AI race now $AMZN AWS controls XX% global share but $MSFT is closing fast w/ Azure feeding off OpenAI workloads & $GOOGL sits in third but growing faster as Gemini pushes into enterprise. Winner is whoever turns compute into intelligence first" [X Link](https://x.com/8s94_/status/1981073822226043296) [@8s94_](/creator/x/8s94_) 2025-10-22T19:03Z 1543 followers, XX engagements "The Fear and Greed Index is sitting at extreme fear and the VIX is at XX while $SPY & $QQQ are still less than X% from all time highs. The data and the mood are telling two very different stories" [X Link](https://x.com/8s94_/status/1981077560814665902) [@8s94_](/creator/x/8s94_) 2025-10-22T19:17Z 1541 followers, XX engagements "$MSFT $GOOGL & $AMZN ARE ACCELERATING MANUFACTURING OUT OF CHINA Microsoft wants XX% of Surface & server output outside the mainland by 2026 as AWS cuts Chinese suppliers & Google shifts to Thailand. The AI supply chain is moving where control outweighs cost" [X Link](https://x.com/8s94_/status/1981080796695056861) [@8s94_](/creator/x/8s94_) 2025-10-22T19:30Z 1543 followers, XX engagements "$MP is the leading U.S. rare earth producer operating & expanding into processing. $USAR & $IDR are early exploration names working to prove new U.S. deposits. $CRML & $TMRC are building toward integrated mining/refining to bring capacity back onshore. $AREC" [X Link](https://x.com/8s94_/status/1981087409992519945) [@8s94_](/creator/x/8s94_) 2025-10-22T19:57Z 1543 followers, XXX engagements "Another Robinhood Digest feature today on $IREN and why its bouncing back as one of the purest ways to play the AI Utility theme" [X Link](https://x.com/8s94_/status/1981091083863150816) [@8s94_](/creator/x/8s94_) 2025-10-22T20:11Z 1541 followers, XXX engagements "$5T ABOUT TO BE DEPLOYED INTO AI INFRASTRUCTURE $AMZN $MSFT $GOOGL & $META capex is set to hit $3T by 2029 as they race to secure power land & GPUs to meet all the model demand. Each new generation of AI needs A TON more compute & energy. The bottleneck is clearly power" [X Link](https://x.com/8s94_/status/1981094402971095058) [@8s94_](/creator/x/8s94_) 2025-10-22T20:24Z 1541 followers, XX engagements "I dont think people realize how bullish $AMZN raising its $NVDA Blackwell GPU pricing per hour is for the AI Utility names. Thats a straight read-through for $NBIS $IREN $CIFR $GLXY & $CRWV since these are the true AI utilities selling GPU power by the hour. When Amazon" [X Link](https://x.com/8s94_/status/1981097533893198195) [@8s94_](/creator/x/8s94_) 2025-10-22T20:37Z 1541 followers, XXX engagements "$GOOGL HAS GAINED SEARCH SHARE FOR TWO STRAIGHT MONTHS Funny how everyone earlier this year said search was dead. Now activity is climbing fast with overall queries up from X% last October to XX% this September as GenAI expands total demand" [X Link](https://x.com/8s94_/status/1981100748281958634) [@8s94_](/creator/x/8s94_) 2025-10-22T20:50Z 1541 followers, XX engagements "$GLXY popped XX% after posting a strong quarter yet with $29B revenue versus $16B expected while the Helios build is now fully funded with $CRWV committed for 800MW. Galaxy is evolving from a crypto firm into a digital finance & AI infra platform" [X Link](https://x.com/8s94_/status/1981068318196060183) [@8s94_](/creator/x/8s94_) 2025-10-22T18:41Z 1541 followers, XXX engagements "$NVDA & $TSM just pulled off something historic. The first Made in America Blackwell chips are now coming out of TSMC Arizona so now the most advanced AI silicon on Earth is now being built under U.S. supply chains. This is how the next decade of chip dominance starts" [X Link](https://x.com/8s94_/status/1981073995555623354) [@8s94_](/creator/x/8s94_) 2025-10-22T19:03Z 1541 followers, XX engagements "$NVDA just put out a new post on data centers & energy storage. Theyre calling long duration battery systems essential for managing AI power swings. Thats exactly where $EOSE fits in" [X Link](https://x.com/8s94_/status/1981077509681926598) [@8s94_](/creator/x/8s94_) 2025-10-22T19:17Z 1541 followers, XXX engagements "$TSM has become the AI factory of the new digital economy. XX% of TSMCs sales now come from AI compute chips & only XX% from smartphones which signals the shift from devices to data centers. Clearest confirmation yet that semiconductors are no longer cyclical products but the" [X Link](https://x.com/8s94_/status/1981081056033042608) [@8s94_](/creator/x/8s94_) 2025-10-22T19:31Z 1541 followers, XX engagements "$NVDA $MSFT Blackrock & xAI are forming a $40B consortium to acquire Aligned Data Centers as the first move under their $100B AI Infra Partnership. The group plans to add about XX gigawatts of new capacity each year to lease data centers to hyperscalers" [X Link](https://x.com/8s94_/status/1981083953399480391) [@8s94_](/creator/x/8s94_) 2025-10-22T19:43Z 1541 followers, XX engagements "OpenAI is planning a 5-year roadmap to fund $1T in AI infra through partners like $ORCL $NVDA $AMD & $AVGO for 26GW of capacity. The Stargate buildout positions it as core compute supplier for $MSFT $GOOGL $AMZN & $META while expanding into enterprise AI & govt contracts" [X Link](https://x.com/8s94_/status/1981084021720568299) [@8s94_](/creator/x/8s94_) 2025-10-22T19:43Z 1541 followers, XX engagements "market thinks is Type A but you know it can become Type B. Then the thesis plays out the story gets validated & youre already in while everyone else FOMOs their way up the curve. I'm looking at you $PLTR $RKLB $IONQ $EOSE $ASTS $NET $CRWD $NVTS & $TSLA556858410" [X Link](https://x.com/8s94_/status/1981084206118891953) [@8s94_](/creator/x/8s94_) 2025-10-22T19:44Z 1541 followers, XXX engagements "$ORCL TO DEPLOY 50K $AMD MI450 AI GPUS STARTING IN 2026 Its one of the largest AMD cloud wins to date & signals Oracles push to scale its AI infrastructure beyond $NVDA supply constraints" [X Link](https://x.com/8s94_/status/1981087615391846635) [@8s94_](/creator/x/8s94_) 2025-10-22T19:57Z 1541 followers, XXX engagements "Ill be joining Fox Business Making Money with Charles Payne to break down: The Space Trade: $RKLB & $ASTS The AI Utility Theme: $IREN $CIFR $NBIS $WULF $CRWV & $GLXY And where the spend is shifting in the AI trade" [X Link](https://x.com/8s94_/status/1981104314514100378) [@8s94_](/creator/x/8s94_) 2025-10-22T21:04Z 1541 followers, XXX engagements "Great day to have XX% of the small-cap book sitting in $ASTS & $RKLB 😏" [X Link](https://x.com/8s94_/status/1981109589048512924) [@8s94_](/creator/x/8s94_) 2025-10-22T21:25Z 1541 followers, XXX engagements "$ORCL taking a hit headline on $NVDA GPU rentals makes it sound like the whole AI cloud strategy is flopping but thats pure FUD. Oracle spent billions upfront on racks of Nvidia chips power & networking before the revenue fully kicked in. Those costs hit the books" [X Link](https://x.com/8s94_/status/1981112327614484963) [@8s94_](/creator/x/8s94_) 2025-10-22T21:36Z 1541 followers, XXX engagements "I dont think people realize how much of the AI economy $NVDA is actually building. $INTC tried to close the gap but Nvidia moved the world to accelerated computing. $AMD is fighting for share but Nvidia created the market. Every startup chasing AI still starts with CUDA" [X Link](https://x.com/8s94_/status/1981073902798569612) [@8s94_](/creator/x/8s94_) 2025-10-22T19:03Z 1521 followers, XXX engagements "GIFT NIFTY has gone berserk UP XXX POINTS Nifty to reach all time highs soon Wonderful time to remain invested Large caps move first Then Midcaps & small caps make their move First leg of the bull market" [X Link](https://x.com/8s94_/status/1981120674359103750) [@8s94_](/creator/x/8s94_) 2025-10-22T22:09Z 1544 followers, XXX engagements "President Trump is weighing new limits on U.S. software exports to China & could block any products built using American software 😳" [X Link](https://x.com/8s94_/status/1981061941012680889) [@8s94_](/creator/x/8s94_) 2025-10-22T18:15Z 1545 followers, XX engagements "$ISRG is up XX% because this was the proof everyone was waiting for. Da Vinci X hit XXX of XXX placements that's scaling with higher utilization & faster upgrades Ions second act is real with XX% procedure growth & XX% of revenue now recurring. The summer dip was a gift" [X Link](https://x.com/8s94_/status/1981065133653942331) [@8s94_](/creator/x/8s94_) 2025-10-22T18:28Z 1545 followers, XX engagements "Here are the largest Ethereum Treasury companies ranked by number of ETH held - Blockworks $BMNR - 2830151 ETH $SBET - 839135 ETH" [X Link](https://x.com/8s94_/status/1981104247791112265) [@8s94_](/creator/x/8s94_) 2025-10-22T21:03Z 1547 followers, XXX engagements "#BrokerageRadar Morgan Stanley keeps Overweight on REC target XXX amid strong margins and lower costs" [X Link](https://x.com/8s94_/status/1981120778864332856) [@8s94_](/creator/x/8s94_) 2025-10-22T22:09Z 1541 followers, XX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@8s94_ なかむら けんた
なかむら けんた posts on X about $nvda, $msft, nvda, $amzn the most. They currently have XXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.
Engagements: XXX #
Mentions: XX #
Followers: XXXXX #
CreatorRank: XXXXXXXXX #
Social Influence #
Social category influence stocks XXXXX% technology brands XX% countries XXXXX% finance XXXX% currencies XXXX% cryptocurrencies XXXX%
Social topic influence $nvda #1780, $msft #293, nvda #480, $amzn #490, $googl 20%, $amd #543, $iren #432, china 10%, msft #136, $nbis #294
Top assets mentioned NVIDIA Corp. (NVDA) Microsoft Corp. (MSFT) Amazon.com, Inc. (AMZN) Alphabet Inc Class A (GOOGL) Advanced Micro Devices (AMD) IREN Limited (IREN) Nebius Group N.V. Class A Ordinary Shares (NBIS) Cipher Mining Inc. Common Stock (CIFR) CoreWeave, Inc. (CRWV) Galaxy Digital Inc. (GLXY) Oracle Corporation (ORCL) Rocket Lab USA, Inc. Common Stock (RKLB) AST SpaceMobile, Inc. Class A Common Stock (ASTS) Broadcom, Inc. (AVGO) Metadium (META) Taiwan Semiconductor (TSM) Eos Energy Enterprises, Inc. (EOSE) QUALCOMM, Inc. (QCOM) Cream (CRM) Vertiv Holdings Co (VRT) Hims & Hers Health, Inc. (HIMS) SPDR S&P XXX ETF Trust (SPY) MP Materials Corp. (MP) USA Rare Earth, Inc. Class A Common Stock (USAR) Critical Metals Corp. Ordinary Shares (CRML) Robinhood Markets, Inc. (HOOD) BlackRock Inc (BLK) IonQ, Inc. (IONQ) Palantir (PLTR) Cloudflare, Inc. (NET) Crowdstrike Holdings Inc (CRWD) Navitas Semiconductor Corporation Common Stock (NVTS) TeraWulf Inc. (WULF) Intel Corporation (INTC) Intuitive Surgical, Inc. (ISRG) Ethereum (ETH) SBET (SBET) BITMINE IMMERSION TECH (BMNR) Morgan Stanley (MS)
Top Social Posts #
Top posts by engagements in the last XX hours
"$QCOM has XX% China revenue exposure - highest risk. $AVGO (35%) $NVDA (26%) $AMD (25%) also vulnerable. Enterprise software like $MSFT & $CRM under X% 🎯"
X Link @8s94_ 2025-10-22T18:16Z 1547 followers, XX engagements
"$VRT Delivered 😏 Sales $2.68B vs Est. $2.59B EPS $XXXX vs Est. $XXXX FY25 Guidance Sales $10.2B vs Est. $10.1B EPS $4.25vs Est. $XXXX FCF $1.5B vs Est. $1.3B AI data center orders up XX% YoY & margins hitting XX% show theyre scaling faster than demand by"
X Link @8s94_ 2025-10-22T18:29Z 1543 followers, XX engagements
"KeyBanc kicked off coverage on $HIMS seeing a real DTC moat forming with 2.4M subs & new treatments plus international growth setting up the next leg. They model $3.3B revenue & $505M EBITDA by 2027 as Hims evolves into a global healthcare platform"
X Link @8s94_ 2025-10-22T18:41Z 1543 followers, XX engagements
"AI is now an industrial story where every layer here shows how the physical economy is being rebuilt to power intelligence. $NBIS $IREN & $CIFR are turning megawatts into rentable GPU capacity by selling compute by the hour like utilities once sold power by the kilowatt"
X Link @8s94_ 2025-10-22T19:17Z 1547 followers, XXX engagements
"Every tech cycle starts with infrastructure but the real upside comes when applications turn capacity into products. In the internet era $AMZN & $GOOGL built on top of the pipes to turn raw connectivity into commerce & information flow. And its starting to look like in the"
X Link @8s94_ 2025-10-22T19:57Z 1547 followers, XX engagements
"The cloud race is really just the AI race now $AMZN AWS controls XX% global share but $MSFT is closing fast w/ Azure feeding off OpenAI workloads & $GOOGL sits in third but growing faster as Gemini pushes into enterprise. Winner is whoever turns compute into intelligence first"
X Link @8s94_ 2025-10-22T19:03Z 1543 followers, XX engagements
"The Fear and Greed Index is sitting at extreme fear and the VIX is at XX while $SPY & $QQQ are still less than X% from all time highs. The data and the mood are telling two very different stories"
X Link @8s94_ 2025-10-22T19:17Z 1541 followers, XX engagements
"$MSFT $GOOGL & $AMZN ARE ACCELERATING MANUFACTURING OUT OF CHINA Microsoft wants XX% of Surface & server output outside the mainland by 2026 as AWS cuts Chinese suppliers & Google shifts to Thailand. The AI supply chain is moving where control outweighs cost"
X Link @8s94_ 2025-10-22T19:30Z 1543 followers, XX engagements
"$MP is the leading U.S. rare earth producer operating & expanding into processing. $USAR & $IDR are early exploration names working to prove new U.S. deposits. $CRML & $TMRC are building toward integrated mining/refining to bring capacity back onshore. $AREC"
X Link @8s94_ 2025-10-22T19:57Z 1543 followers, XXX engagements
"Another Robinhood Digest feature today on $IREN and why its bouncing back as one of the purest ways to play the AI Utility theme"
X Link @8s94_ 2025-10-22T20:11Z 1541 followers, XXX engagements
"$5T ABOUT TO BE DEPLOYED INTO AI INFRASTRUCTURE $AMZN $MSFT $GOOGL & $META capex is set to hit $3T by 2029 as they race to secure power land & GPUs to meet all the model demand. Each new generation of AI needs A TON more compute & energy. The bottleneck is clearly power"
X Link @8s94_ 2025-10-22T20:24Z 1541 followers, XX engagements
"I dont think people realize how bullish $AMZN raising its $NVDA Blackwell GPU pricing per hour is for the AI Utility names. Thats a straight read-through for $NBIS $IREN $CIFR $GLXY & $CRWV since these are the true AI utilities selling GPU power by the hour. When Amazon"
X Link @8s94_ 2025-10-22T20:37Z 1541 followers, XXX engagements
"$GOOGL HAS GAINED SEARCH SHARE FOR TWO STRAIGHT MONTHS Funny how everyone earlier this year said search was dead. Now activity is climbing fast with overall queries up from X% last October to XX% this September as GenAI expands total demand"
X Link @8s94_ 2025-10-22T20:50Z 1541 followers, XX engagements
"$GLXY popped XX% after posting a strong quarter yet with $29B revenue versus $16B expected while the Helios build is now fully funded with $CRWV committed for 800MW. Galaxy is evolving from a crypto firm into a digital finance & AI infra platform"
X Link @8s94_ 2025-10-22T18:41Z 1541 followers, XXX engagements
"$NVDA & $TSM just pulled off something historic. The first Made in America Blackwell chips are now coming out of TSMC Arizona so now the most advanced AI silicon on Earth is now being built under U.S. supply chains. This is how the next decade of chip dominance starts"
X Link @8s94_ 2025-10-22T19:03Z 1541 followers, XX engagements
"$NVDA just put out a new post on data centers & energy storage. Theyre calling long duration battery systems essential for managing AI power swings. Thats exactly where $EOSE fits in"
X Link @8s94_ 2025-10-22T19:17Z 1541 followers, XXX engagements
"$TSM has become the AI factory of the new digital economy. XX% of TSMCs sales now come from AI compute chips & only XX% from smartphones which signals the shift from devices to data centers. Clearest confirmation yet that semiconductors are no longer cyclical products but the"
X Link @8s94_ 2025-10-22T19:31Z 1541 followers, XX engagements
"$NVDA $MSFT Blackrock & xAI are forming a $40B consortium to acquire Aligned Data Centers as the first move under their $100B AI Infra Partnership. The group plans to add about XX gigawatts of new capacity each year to lease data centers to hyperscalers"
X Link @8s94_ 2025-10-22T19:43Z 1541 followers, XX engagements
"OpenAI is planning a 5-year roadmap to fund $1T in AI infra through partners like $ORCL $NVDA $AMD & $AVGO for 26GW of capacity. The Stargate buildout positions it as core compute supplier for $MSFT $GOOGL $AMZN & $META while expanding into enterprise AI & govt contracts"
X Link @8s94_ 2025-10-22T19:43Z 1541 followers, XX engagements
"market thinks is Type A but you know it can become Type B. Then the thesis plays out the story gets validated & youre already in while everyone else FOMOs their way up the curve. I'm looking at you $PLTR $RKLB $IONQ $EOSE $ASTS $NET $CRWD $NVTS & $TSLA556858410"
X Link @8s94_ 2025-10-22T19:44Z 1541 followers, XXX engagements
"$ORCL TO DEPLOY 50K $AMD MI450 AI GPUS STARTING IN 2026 Its one of the largest AMD cloud wins to date & signals Oracles push to scale its AI infrastructure beyond $NVDA supply constraints"
X Link @8s94_ 2025-10-22T19:57Z 1541 followers, XXX engagements
"Ill be joining Fox Business Making Money with Charles Payne to break down: The Space Trade: $RKLB & $ASTS The AI Utility Theme: $IREN $CIFR $NBIS $WULF $CRWV & $GLXY And where the spend is shifting in the AI trade"
X Link @8s94_ 2025-10-22T21:04Z 1541 followers, XXX engagements
"Great day to have XX% of the small-cap book sitting in $ASTS & $RKLB 😏"
X Link @8s94_ 2025-10-22T21:25Z 1541 followers, XXX engagements
"$ORCL taking a hit headline on $NVDA GPU rentals makes it sound like the whole AI cloud strategy is flopping but thats pure FUD. Oracle spent billions upfront on racks of Nvidia chips power & networking before the revenue fully kicked in. Those costs hit the books"
X Link @8s94_ 2025-10-22T21:36Z 1541 followers, XXX engagements
"I dont think people realize how much of the AI economy $NVDA is actually building. $INTC tried to close the gap but Nvidia moved the world to accelerated computing. $AMD is fighting for share but Nvidia created the market. Every startup chasing AI still starts with CUDA"
X Link @8s94_ 2025-10-22T19:03Z 1521 followers, XXX engagements
"GIFT NIFTY has gone berserk UP XXX POINTS Nifty to reach all time highs soon Wonderful time to remain invested Large caps move first Then Midcaps & small caps make their move First leg of the bull market"
X Link @8s94_ 2025-10-22T22:09Z 1544 followers, XXX engagements
"President Trump is weighing new limits on U.S. software exports to China & could block any products built using American software 😳"
X Link @8s94_ 2025-10-22T18:15Z 1545 followers, XX engagements
"$ISRG is up XX% because this was the proof everyone was waiting for. Da Vinci X hit XXX of XXX placements that's scaling with higher utilization & faster upgrades Ions second act is real with XX% procedure growth & XX% of revenue now recurring. The summer dip was a gift"
X Link @8s94_ 2025-10-22T18:28Z 1545 followers, XX engagements
"Here are the largest Ethereum Treasury companies ranked by number of ETH held - Blockworks $BMNR - 2830151 ETH $SBET - 839135 ETH"
X Link @8s94_ 2025-10-22T21:03Z 1547 followers, XXX engagements
"#BrokerageRadar Morgan Stanley keeps Overweight on REC target XXX amid strong margins and lower costs"
X Link @8s94_ 2025-10-22T22:09Z 1541 followers, XX engagements