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# ![@AJacksonHole Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1591823062965501952.png) @AJacksonHole Action Jackson

Action Jackson posts on X about $dri, $tsm, $nvda, inflation the most. They currently have XXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.

### Engagements: XXX [#](/creator/twitter::1591823062965501952/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1591823062965501952/c:line/m:interactions.svg)

- X Week XXXXX -XX%
- X Month XXXXXX -XX%
- X Months XXXXXXX -XX%
- X Year XXXXXXX +479%

### Mentions: X [#](/creator/twitter::1591823062965501952/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1591823062965501952/c:line/m:posts_active.svg)

- X Week XX -XX%
- X Month XXX -XX%
- X Months XXX +60%
- X Year XXXXX +426%

### Followers: XXX [#](/creator/twitter::1591823062965501952/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1591823062965501952/c:line/m:followers.svg)

- X Week XXX -XXXX%
- X Month XXX -XXXX%
- X Months XXX +58%
- X Year XXX -X%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::1591823062965501952/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1591823062965501952/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1591823062965501952/influence)
---

**Social category influence**
[stocks](/list/stocks)  XXXX% [technology brands](/list/technology-brands)  XXXX% [finance](/list/finance)  XXXX%

**Social topic influence**
[$dri](/topic/$dri) 0.31%, [$tsm](/topic/$tsm) 0.31%, [$nvda](/topic/$nvda) 0.31%, [inflation](/topic/inflation) 0.31%, [$czr](/topic/$czr) 0.15%, [$23t](/topic/$23t) 0.15%, [cagr](/topic/cagr) 0.15%, [wall street](/topic/wall-street) 0.15%, [$amd](/topic/$amd) 0.15%, [$avgo](/topic/$avgo) XXXX%

**Top accounts mentioned or mentioned by**
[@yieldsearcher](/creator/undefined) [@mukund](/creator/undefined) [@thevalueist](/creator/undefined) [@citrini7](/creator/undefined) [@gurgavin](/creator/undefined) [@mrderivatives](/creator/undefined) [@mikealfred](/creator/undefined) [@minnemacro](/creator/undefined) [@svtechie](/creator/undefined) [@thestalwart](/creator/undefined) [@julianklymochko](/creator/undefined) [@realmeetkevin](/creator/undefined) [@lastbearstandng](/creator/undefined) [@ericjhonsa](/creator/undefined) [@renmacllc](/creator/undefined) [@hamids](/creator/undefined) [@chamath](/creator/undefined) [@bradmunchen](/creator/undefined) [@stevehou0](/creator/undefined) [@onechancefreedm](/creator/undefined)

**Top assets mentioned**
[Darden Restaurants, Inc. (DRI)](/topic/$dri) [Taiwan Semiconductor (TSM)](/topic/$tsm) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Caesars Entertainment, Inc. (CZR)](/topic/$czr) [Advanced Micro Devices (AMD)](/topic/$amd) [Broadcom, Inc. (AVGO)](/topic/$avgo) [IREN Limited (IREN)](/topic/$iren)
### Top Social Posts [#](/creator/twitter::1591823062965501952/posts)
---
Top posts by engagements in the last XX hours

"Wow $CZR Caesar's Entertainment is trading at 2017 levels"  
[X Link](https://x.com/AJacksonHole/status/1968322555753718152) [@AJacksonHole](/creator/x/AJacksonHole) 2025-09-17T14:34Z XXX followers, XX engagements


"$DRI: We are seeing lower preference for alcohol across our restaurants"  
[X Link](https://x.com/AJacksonHole/status/1974879760795713623) [@AJacksonHole](/creator/x/AJacksonHole) 2025-10-05T16:50Z XXX followers, XXX engagements


"$TSM: Datacenter market growth could be higher than mid-40% CAGR they originally forecasted. This would aligned with Jensen's $2-3T market size estimate. $NVDA"  
[X Link](https://x.com/AJacksonHole/status/1978993374871892243) [@AJacksonHole](/creator/x/AJacksonHole) 2025-10-17T01:16Z XXX followers, XXX engagements


"@TheValueist @leopoldasch The best opinions lately have been from outside the traditional Wall Street research complex"  
[X Link](https://x.com/AJacksonHole/status/1979200223030514075) [@AJacksonHole](/creator/x/AJacksonHole) 2025-10-17T14:57Z XXX followers, XX engagements


"$TSM: We talk to our customers' customer to assess demand. And demand is robust. This corroborates the notion that OpenAI's deals with $NVDA $AMD and $AVGO is a way to secure upstream CoWoS capacity"  
[X Link](https://x.com/AJacksonHole/status/1979202282622235064) [@AJacksonHole](/creator/x/AJacksonHole) 2025-10-17T15:06Z XXX followers, XX engagements


"$DRI: The beef price inflation is not sustainable because the consumer cannot absorb it. There will be demand destruction if it continues"  
[X Link](https://x.com/AJacksonHole/status/1974861137914089981) [@AJacksonHole](/creator/x/AJacksonHole) 2025-10-05T15:36Z XXX followers, XXX engagements


"Fed Chari Powell: We don't monitor the price of Gold/BTC as a proxy for inflation expectations. Greenspan used to look at gold prices for this purpose"  
[X Link](https://x.com/AJacksonHole/status/1978143994027602140) [@AJacksonHole](/creator/x/AJacksonHole) 2025-10-14T17:00Z XXX followers, XXX engagements


"@mikealfred Kids don't drink anymore Mike"  
[X Link](https://x.com/AJacksonHole/status/1978863924335288390) [@AJacksonHole](/creator/x/AJacksonHole) 2025-10-16T16:41Z XXX followers, XXX engagements


"@TheValueist Straight demon-mode love it"  
[X Link](https://x.com/AJacksonHole/status/1979265408411799591) [@AJacksonHole](/creator/x/AJacksonHole) 2025-10-17T19:17Z XXX followers, XXX engagements


"The English however speculative fear poverty. The Frenchman shoots himself to avoid it. The American with a million speculates to win ten and if he takes losses takes a clerkship with equanimity. This freedom from sordidness is commendable but it makes a nation of the most degenerate gamesters in the world"  
[X Link](https://x.com/AJacksonHole/status/1979934567726203015) [@AJacksonHole](/creator/x/AJacksonHole) 2025-10-19T15:36Z XXX followers, XX engagements


"@RealJimChanos The cantor report is whack agreed. But still believe in the colo biz. Capable power is the constraint"  
[X Link](https://x.com/AJacksonHole/status/1978130013963596208) [@AJacksonHole](/creator/x/AJacksonHole) 2025-10-14T16:05Z XXX followers, 2403 engagements


"@insane_analyst Still a very good investment theme. I wrote about it a while back. After doing a bunch of research thinking about it myself 😅"  
[X Link](https://x.com/AJacksonHole/status/1979592539251556814) [@AJacksonHole](/creator/x/AJacksonHole) 2025-10-18T16:56Z XXX followers, XXX engagements


"@yieldsearcher This is noise. They are a large company with a lot of different divisions in mature markets. They also bought VMware not too long ago and have been optimizing"  
[X Link](https://x.com/AJacksonHole/status/1979594100115665206) [@AJacksonHole](/creator/x/AJacksonHole) 2025-10-18T17:03Z XXX followers, XXX engagements


"$IREN colocating 2GW of its capacity would provide $18-24B of incremental enterprise value. With BTC+cloud biz market is pricing in about half of this giant colo outcome already. But if $IREN lands a giant deal the stock will double. So risk/reward might still be there. Colo Assumptions - Revenue $110/kW/month per @semianlysis; $2.6B annual revenue - 30%-40% EBITDA margin (low end of datacenter REITs) - 24x EBITDA multiple (similar to $DLR) BTC and Cloud Assumptions +$2B EV for BTC business (2x revenue) +$3-4B EV for cloud biz (50% probability of $1B ARR)"  
[X Link](https://x.com/AJacksonHole/status/1980371003130953743) [@AJacksonHole](/creator/x/AJacksonHole) 2025-10-20T20:30Z XXX followers, XXX engagements