# ![@BenBajarin Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::14546264.png) @BenBajarin Ben Bajarin

Ben Bajarin posts on X about ai, ben, $amat, business the most. They currently have [-------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::14546264/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::14546264/c:line/m:interactions.svg)

- [--] Week [-------] +514%
- [--] Month [---------] -72%
- [--] Months [----------] +1,049%
- [--] Year [----------] +136%

### Mentions: [--] [#](/creator/twitter::14546264/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::14546264/c:line/m:posts_active.svg)

- [--] Week [--] +29%
- [--] Month [---] +10%
- [--] Months [-----] +334%
- [--] Year [-----] +191%

### Followers: [-------] [#](/creator/twitter::14546264/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::14546264/c:line/m:followers.svg)

- [--] Week [------] +0.38%
- [--] Month [------] +1.70%
- [--] Months [------] +28%
- [--] Year [------] +31%

### CreatorRank: [-------] [#](/creator/twitter::14546264/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::14546264/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[technology brands](/list/technology-brands)  25.84% [stocks](/list/stocks)  25.36% [finance](/list/finance)  4.78% [social networks](/list/social-networks)  3.83% [countries](/list/countries)  1.91% [fashion brands](/list/fashion-brands)  1.91% [cryptocurrencies](/list/cryptocurrencies)  1.44%

**Social topic influence**
[ai](/topic/ai) 11%, [ben](/topic/ben) #3113, [$amat](/topic/$amat) #55, [business](/topic/business) 2.87%, [more than](/topic/more-than) 2.87%, [ceo](/topic/ceo) 2.87%, [center](/topic/center) 2.39%, [inference](/topic/inference) #411, [$googl](/topic/$googl) 2.39%, [the world](/topic/the-world) 2.39%

**Top accounts mentioned or mentioned by**
[@jandawson](/creator/undefined) [@aapltree](/creator/undefined) [@neilcybart](/creator/undefined) [@kirkburgess](/creator/undefined) [@benthompson](/creator/undefined) [@stockcounsel](/creator/undefined) [@benbajarin](/creator/undefined) [@tshirtnjeans2](/creator/undefined) [@julientechinvst](/creator/undefined) [@zephyrz9](/creator/undefined) [@cerebras](/creator/undefined) [@jaygoldberg](/creator/undefined) [@rennyzucker](/creator/undefined) [@edwardmckernan](/creator/undefined) [@handleym99](/creator/undefined) [@ehaibag](/creator/undefined) [@willysworld23](/creator/undefined) [@markosaaig](/creator/undefined) [@firstadopter](/creator/undefined) [@srasgon](/creator/undefined)

**Top assets mentioned**
[Applied Materials, Inc. (AMAT)](/topic/$amat) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Advanced Micro Devices (AMD)](/topic/$amd) [CoreWeave, Inc (CRWV)](/topic/$crwv) [Micron Technology, Inc. (MU)](/topic/$mu) [Morgan Stanley (MS)](/topic/morgan-stanley) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Apple, Inc. (AAPL)](/topic/$aapl) [Arista Networks Inc (ANET)](/topic/$anet) [Marvell Technology Inc (MRVL)](/topic/$mrvl) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Metadium (META)](/topic/$meta) [Amkor Technology Inc (AMKR)](/topic/$amkr) [ASE Technology Holding Co., Ltd. (ASX)](/topic/$asx) [Vertiv Holdings Co (VRT)](/topic/$vrt) [Microsoft Corp. (MSFT)](/topic/microsoft) [Credo Technology Group Holding Ltd (CRDO)](/topic/$crdo)
### Top Social Posts
Top posts by engagements in the last [--] hours

"The shift to liquid cooling is a key driver of new data center builds since retrofitting existing is tricky. Compute clusters will be all liquid going forward. "We highlight Envicool Vertiv Delta Electronics Trane Technologies Schneider & Gates as key beneficiaries.""  
[X Link](https://x.com/BenBajarin/status/1981400999148605746)  2025-10-23T16:43Z 36.1K followers, [----] engagements


"From JPM meetings with $CRWV management. I expect this to also be the commentary of AWS Azure and GCP. Likely Nebius also. All the AI apartments are full"  
[X Link](https://x.com/BenBajarin/status/2015903950281798122)  2026-01-26T21:45Z 36.1K followers, 203.5K engagements


"Very grateful Rambus let me publish the full transcript of our converastion with Steven Woo. Excellent insights on memory trends Memory Infrastructure in the AI Era: An Expert Perspective - An Interview with Steven Woo Fellow Rambus Labs https://thediligencestack.com/p/memory-infrastructure-in-the-ai-era https://thediligencestack.com/p/memory-infrastructure-in-the-ai-era"  
[X Link](https://x.com/BenBajarin/status/2021623627993780270)  2026-02-11T16:33Z 36.1K followers, [----] engagements


"Hmm. Stouts Really @benthompson is this just because its frigid out there :) Tomorrow on Cheeky Pint: a deep dive with @benthompson from @stratechery https://t.co/GW8b2EPsvx Tomorrow on Cheeky Pint: a deep dive with @benthompson from @stratechery https://t.co/GW8b2EPsvx"  
[X Link](https://x.com/BenBajarin/status/2021639598791868776)  2026-02-11T17:36Z 36.1K followers, 19.2K engagements


"Significant. $AMAT WFE"  
[X Link](https://x.com/anyuser/status/2022069673169436769)  2026-02-12T22:05Z 36.1K followers, [----] engagements


"Interesting commentary from $ANET on $AMD"  
[X Link](https://x.com/anyuser/status/2022351929071055137)  2026-02-13T16:47Z 36.1K followers, 14.4K engagements


"I've been digging into the power/grid bottlenecks outside of US as well and it is super interesting that this is happening everywhere. China is also way behind the US in IT datacenter load in GW. US even with its grid issues is still quite a bit ahead in compute and GW"  
[X Link](https://x.com/BenBajarin/status/1989712474543972773)  2025-11-15T15:09Z 36.1K followers, 25.9K engagements


"The other interesting angle to this substrate demand is bigger more powerful AI chips need thicker (more layers) substrate boards. This from a JPM note on Unimicron"  
[X Link](https://x.com/BenBajarin/status/1997392033560809757)  2025-12-06T19:45Z 36.1K followers, [----] engagements


"$MU execs dispelling any myth's about their HBM business. Calls recent reports "innaccurate reporting" and states all HBM for [----] is sold out. Demand is more than all of memory capacity and sounds like HBM [--] is fine and on time"  
[X Link](https://x.com/BenBajarin/status/2021595976620806218)  2026-02-11T14:43Z 36.1K followers, 22K engagements


"Well I've gone down the metals rabbit hole as it relates to electrical data centers etc. I blame @zephyr_z9"  
[X Link](https://x.com/BenBajarin/status/2021695582541099497)  2026-02-11T21:19Z 36.1K followers, 34K engagements


"Really do see a lot of these in public now. EssilorLuxottica said it sold over 7M $META AI glasses in [----] more than triple prior levels and up from 2M units sold across [----] and [----] combined driven by Ray-Ban Meta and Oakley Meta. The company reported 28.5B in [----] revenue up 11.2% at constant FX. https://t.co/vCSxfcnMMW EssilorLuxottica said it sold over 7M $META AI glasses in [----] more than triple prior levels and up from 2M units sold across [----] and [----] combined driven by Ray-Ban Meta and Oakley Meta. The company reported 28.5B in [----] revenue up 11.2% at constant FX."  
[X Link](https://x.com/BenBajarin/status/2022024853776478242)  2026-02-12T19:07Z 36.1K followers, [----] engagements


"Why we need fast inference hardware. Assuming your agentic tasks will never be instantaneous what do you believe is an acceptable amount of time for your agent to complete a comprehensive task Assuming your agentic tasks will never be instantaneous what do you believe is an acceptable amount of time for your agent to complete a comprehensive task"  
[X Link](https://x.com/anyuser/status/2022029722885181733)  2026-02-12T19:27Z 36.1K followers, [----] engagements


"As Ive been saying. RIP SaaS. Watch Nadella describe SaaS apps as nothing more than a CRUD database with some business logic but once the business logic moves to AI agents SaaS is over: https://t.co/oWwHS1o2V1 Watch Nadella describe SaaS apps as nothing more than a CRUD database with some business logic but once the business logic moves to AI agents SaaS is over: https://t.co/oWwHS1o2V1"  
[X Link](https://x.com/anyuser/status/1869423463045415013)  2024-12-18T16:44Z 36.1K followers, [----] engagements


"More pics of the @HP Elite board. Open so you can see its actually a PC"  
[X Link](https://x.com/BenBajarin/status/2008972128440471867)  2026-01-07T18:40Z 36.1K followers, 3.7M engagements


"Morgan Stanley is upping cloud growth projections for $GOOG. Nutty growth with a backlog growing 300b by year-end [----]. "We estimate GCP will grow 71%/51% in '26/'27 with overall Google Cloud growing 61%/46%.""  
[X Link](https://x.com/BenBajarin/status/2019441246083625319)  2026-02-05T16:01Z 36.1K followers, [----] engagements


"New report in the Dilligence Stack. A doozy. The AI Infrastructure Buildout: A Comprehensive Framework for the Datacenter and Power Cycle https://thediligencestack.com/p/the-ai-infrastructure-buildout-a https://thediligencestack.com/p/the-ai-infrastructure-buildout-a"  
[X Link](https://x.com/BenBajarin/status/2020911871495192776)  2026-02-09T17:25Z 36.1K followers, [----] engagements


"@F28X5 Exactly this. ASICs is the right play for them where they have advantages much more tightly integrated and built into the designs over along period of time. NVIDIA like Apple was to supplies. Great but also very tough in pricing leverage"  
[X Link](https://x.com/BenBajarin/status/2021267924732805419)  2026-02-10T17:00Z 36.1K followers, [----] engagements


"Suffice it to say AI accellerators (GPUs/ASICs) has been not just the greatest thing to happen to semis as a whole but to the memory industry in particular"  
[X Link](https://x.com/BenBajarin/status/2021286310233919940)  2026-02-10T18:13Z 36.1K followers, 17.6K engagements


"A note from $AMKR $KYEC and $ASX roundup on the segment"  
[X Link](https://x.com/BenBajarin/status/2021374589197291613)  2026-02-11T00:03Z 36.1K followers, [----] engagements


"Additional context on why we are all so interested in $VRT and their clear upside now with thier Q4 [----] of $8.1B in orders. Inflection points everywhere in AI infra but shift from air to liquid cooling is a big one with only a few beneficiaries"  
[X Link](https://x.com/BenBajarin/status/2021631230979322233)  2026-02-11T17:03Z 36.1K followers, [----] engagements


"Pick your figther in NAND. This chart will be very interesting over the course of the year"  
[X Link](https://x.com/BenBajarin/status/2021985721826091162)  2026-02-12T16:32Z 36.1K followers, 15K engagements


"Wild that sheer pricing dynamics alone will push just the memory industry to over $500B in [----] and $700+ in [----]. JUST MEMORY. Price increases not necessarily sheer volume is what has changed the semi industry dollars to now well surpass 1T (maybe even 2T) before 2030"  
[X Link](https://x.com/BenBajarin/status/2022000998789922827)  2026-02-12T17:32Z 36.1K followers, [----] engagements


"As the world moves to inference dedicated inference designs will be prominant. Great customer case for @cerebras Codex Spark was trained on GPUs for Cerebras hardware but OpenAI added support to their inference framework for Cerebras meaning theyre reading to load future models onto it too GPUs are still foundational for inference and training though https://t.co/0OrEflF5dD Codex Spark was trained on GPUs for Cerebras hardware but OpenAI added support to their inference framework for Cerebras meaning theyre reading to load future models onto it too GPUs are still foundational for inference"  
[X Link](https://x.com/anyuser/status/2022027190414848504)  2026-02-12T19:17Z 36.1K followers, [----] engagements


"$AMAT earnings call highlighting all the same things I pointed out about the key infection points coming to WFE largely driven by the angtrom era. https://thediligencestack.com/p/wfe-equipment-why-this-time-is-different https://thediligencestack.com/p/wfe-equipment-why-this-time-is-different"  
[X Link](https://x.com/anyuser/status/2022064428599116116)  2026-02-12T21:45Z 36.1K followers, 18.2K engagements


"Let's just say Anthropic grows 2X through 2030"  
[X Link](https://x.com/anyuser/status/2022464990087909739)  2026-02-14T00:16Z 36.1K followers, [----] engagements


"WFE will be north of $130b even though CEO of $AMAT not wanting to give a number. They did say on the call they think semis can cross $1T in [----] which again is largely driven by insane pricing power. Memory and GPU/ASICS alone could be $800-900B in 2026"  
[X Link](https://x.com/anyuser/status/2022067710952452152)  2026-02-12T21:58Z 36.1K followers, [----] engagements


"Only 7% of enterprises have scaled AI in any meaningful fashion. Still early and like the world learned with electricity. process reformation has to come first and we havent even begun that process yet. If AI were living up to its hype it would be benefiting the ENTIRE ECONOMY. IT ISN'T. Profit margins outside the tech sector would be growing. THEY'RE NOT. https://t.co/GXT1r783t0 If AI were living up to its hype it would be benefiting the ENTIRE ECONOMY. IT ISN'T. Profit margins outside the tech sector would be growing. THEY'RE NOT. https://t.co/GXT1r783t0"  
[X Link](https://x.com/anyuser/status/2022679838423945469)  2026-02-14T14:30Z 36.1K followers, [----] engagements


"I like these insights from an exec at Schneider Electric (key player in data center buildouts). " AI hardware is rewriting the datacenter energy equation. One rack of NVIDIAs Blackwell [--] now draws roughly [------] kW driving wholesite demand from [---] MW to 1.21.5 GWa 4to5 jump in a single architecture cycle. The power spikes (300 MW [---] GW [---] MW) stress [--] to 50yearold transformers and distribution assets that were never designed for such volatility forcing utilities and operators to rethink grid reinforcement and onsite generation strategies. Latency not land decides geographyhence the rise"  
[X Link](https://x.com/BenBajarin/status/1952512393201975602)  2025-08-04T23:30Z 36.1K followers, 106.7K engagements


"$MRVL CEO Matt Murphy is trying to help smooth out the concern around their "lumpiness" in ASICS. Again the concern is that their competition is more Alchip than Broadcom"  
[X Link](https://x.com/BenBajarin/status/1970943716002332861)  2025-09-24T20:09Z 36.1K followers, 41.5K engagements


"$MTK is the one to watch entering this race. Prices on ASIC semiconductor design work is falling as more companies enter the fray and compete for orders and more ASIC customers boost their own design teams media report noting they also now prioritize quality over speed. Last week MediaTek announced a 2nd ASIC client Prices on ASIC semiconductor design work is falling as more companies enter the fray and compete for orders and more ASIC customers boost their own design teams media report noting they also now prioritize quality over speed. Last week MediaTek announced a 2nd ASIC client"  
[X Link](https://x.com/BenBajarin/status/1986247655585194070)  2025-11-06T01:41Z 36.2K followers, 12.6K engagements


"From a chief datacenter architect at Microsoft. "I don't think you can overbuild (datacenter) capacity. I don't think we're going to be at a tipping point of overbuilding until [----] 2030.""  
[X Link](https://x.com/BenBajarin/status/1986811073757077637)  2025-11-07T15:00Z 36.1K followers, 227.6K engagements


"This is a point from $CRDO CEO Bill Brennan on the leading edge. I've been emphasizing this for over a year. It will be the only thing holding back the most bullish forecasts for GPUs/ASICs in $$ over the next five years"  
[X Link](https://x.com/BenBajarin/status/1995624269850800623)  2025-12-01T22:41Z 36.1K followers, 20.6K engagements


"Will be getting as much detail as I can at Marvell analyst day tomorrow but this from JPM on the custom business seems confident. $mrvl"  
[X Link](https://x.com/BenBajarin/status/1998090251815006231)  2025-12-08T18:00Z 36.2K followers, 14.1K engagements


"It will be very interesting as Intel gets more custom ASIC wafers/packaging if they can cut out some middlemen with this design service. I'd add Alchip to the list of those whose models fit what Intel can absorb internally. Ultimately this will help a customer's margins"  
[X Link](https://x.com/BenBajarin/status/1998876023715439032)  2025-12-10T22:02Z 36.1K followers, 15.4K engagements


"The next few years for $AVGO will be fine. Any risk of a customer doing more COT (Google) won't hit until post-2028. They will still grow QoQ YoY in the next few years. But the COT question will remain central and custom providers Alchip Marvell MTK will be more competitive. https://twitter.com/i/web/status/1999263152241037740 https://twitter.com/i/web/status/1999263152241037740"  
[X Link](https://x.com/BenBajarin/status/1999263152241037740)  2025-12-11T23:40Z 36.1K followers, [----] engagements


"I agree the reaction to $AVGO was an overreaction. Yes COT changes the dynamic for them in terms of their need for more flexibility and yes more competition arises for custom XPU. That said $AVGO will grow revs again in 2026"  
[X Link](https://x.com/BenBajarin/status/2003488786286772224)  2025-12-23T15:32Z 36.1K followers, 11K engagements


"This is from a WF note on data center REIT coverage namely $DLR $EQIX and $IRM. The names where it's a grey area are the GPU REITs where it's unclear if they are/can be neoclouds or are some hybrid in between. And by those names I mean BTC miners attempting to pivot"  
[X Link](https://x.com/BenBajarin/status/2004599463860732384)  2025-12-26T17:05Z 36.1K followers, [----] engagements


"Evergreen point: The contraint on growth is compute. Every AI hotel has zero vacancies and trying to build new capacity as fast as possible for first party tennants and third party. Morgan Stanley on $MSFT. Who is still OW for context"  
[X Link](https://x.com/BenBajarin/status/2016959916393521366)  2026-01-29T19:41Z 36K followers, [----] engagements


"UBS got some additional commentary on the standalone Vera CPUs with $CRWV. I'd also add there is an angle here for on prem repatriation of AI workloads for large enterprises. Lots of new strategies emerging in the +$1T of compute infrastructure refresh"  
[X Link](https://x.com/BenBajarin/status/2018358500947357853)  2026-02-02T16:19Z 36K followers, [----] engagements


"This was a meaty topic WFE Boom Insight from the Clouds. Word of the year - constraints With @benbajarin and @jaygoldberg https://t.co/EBXk2Epvp2 https://t.co/e82oNTM3Um WFE Boom Insight from the Clouds. Word of the year - constraints With @benbajarin and @jaygoldberg https://t.co/EBXk2Epvp2 https://t.co/e82oNTM3Um"  
[X Link](https://x.com/BenBajarin/status/2018721413503541583)  2026-02-03T16:21Z 36.2K followers, [----] engagements


"What a difference a year makes in data center builder land. "Electrical Americas data center orders are up approximately 200% and revenue up approximately 40% versus 4Q24 demonstrating continued strong momentum in this rapid growth market." $ETN"  
[X Link](https://x.com/BenBajarin/status/2018745062998651196)  2026-02-03T17:55Z 36.1K followers, [----] engagements


"$AMD with their first Q of $10b or revenue. While not guiding to $10b next Q I'd wager $10B is the baseline now and only up from here. The second half will be particularly strong for $AMD"  
[X Link](https://x.com/BenBajarin/status/2018796920614113515)  2026-02-03T21:21Z 36.1K followers, [----] engagements


"I get the market wanted a stronger growth guide for $AMD but it really is a second-half story when Helios starts to kick in and that ramp in 2027+. This Q and next Q are all about server CPUs and they are gaining share but the street wants to see AI accelerator revs go boom. https://twitter.com/i/web/status/2019092959292166527 https://twitter.com/i/web/status/2019092959292166527"  
[X Link](https://x.com/BenBajarin/status/2019092959292166527)  2026-02-04T16:57Z 36.1K followers, [----] engagements


"GCP revs grew to 48%. [----] Capex of 175-185 B. $GOOG"  
[X Link](https://x.com/BenBajarin/status/2019155622873428023)  2026-02-04T21:06Z 36.2K followers, [----] engagements


"@rennyzucker Smaller base but yes. OBV a lot of other questions surrounding Coreweave and ROIC debt time to profit not depending on the hyperscalers etc"  
[X Link](https://x.com/BenBajarin/status/2019470342406676514)  2026-02-05T17:57Z 36K followers, [---] engagements


"$AMZN 24% cloud growth not bad but compared to $GOOG acceleration. BUT $200B CAPEX FCF down to $11.2b T-12 mo. This is the year AI infra better start to monetize"  
[X Link](https://x.com/BenBajarin/status/2019526517446046045)  2026-02-05T21:40Z 36.2K followers, [----] engagements


"The accellerant for $AMZN cloud growth is quite simply $NVDA GPUs. I hope with this $200b they plan to buy more then they ever have"  
[X Link](https://x.com/BenBajarin/status/2019529690005008431)  2026-02-05T21:52Z 36.2K followers, 10.2K engagements


"This was the point Jassy made on the call where he threw shade at competitors. While true expectations of growth rate acceleration are still high. Now 35%+ for the year"  
[X Link](https://x.com/BenBajarin/status/2019810081911754987)  2026-02-06T16:27Z 36.1K followers, [----] engagements


"AI bears those who entirely can't understand the transformational value of AI are today's version of Ken Olson founder of DEC who famously said in 1977: "There is no reason anyone would want a computer in their home.""  
[X Link](https://x.com/BenBajarin/status/2020566355586555948)  2026-02-08T18:32Z 36.1K followers, [----] engagements


"@EdwardMcKernan My dad has a ton of inside baseball on these stories. Between them and IBM everyone underestimated it obviously"  
[X Link](https://x.com/BenBajarin/status/2020572793025478794)  2026-02-08T18:57Z 36K followers, [---] engagements


"@handleym99 Asked Paul Jacobs this same question when I was with him probably a week after this event and to a very similar answer"  
[X Link](https://x.com/BenBajarin/status/2020593906518462748)  2026-02-08T20:21Z 36K followers, [--] engagements


"I don't know who needs to hear this but $MU will sell every bit of HBM they can make this year and next at higher ASPs than their peers"  
[X Link](https://x.com/BenBajarin/status/2021241674840567887)  2026-02-10T15:15Z 36.2K followers, 20.8K engagements


"@ehaibag You brand new to this game Let them choose it and see what NVIDIA does to their pricing presssure lol. Samsung playing catch up will price to play. Much better play to be in with Broadcom/TPU and the massive ASIC ramp where Micron will play well and be advantaged"  
[X Link](https://x.com/BenBajarin/status/2021267451984408645)  2026-02-10T16:58Z 36.1K followers, [---] engagements


"@WillysWorld23 Exaclty right and Samsung in partiuclar playing catch up will price accordingly. ASICs the better play for Micron where they are advantaged"  
[X Link](https://x.com/BenBajarin/status/2021267614396223503)  2026-02-10T16:58Z 36.1K followers, [---] engagements


"@kakashiii111 Except the semiconductor industry as a whole has always been a concentratd industry. Particularly around core compute so GPU/CPU etc. This singular point alone is not the thing to hang the bear thesis on"  
[X Link](https://x.com/BenBajarin/status/2021293015667704029)  2026-02-10T18:39Z 36.1K followers, [----] engagements


"Yep. "all irrelevant as long as AI stays robust" should just be the consensus view for all of semis during this gigacycle"  
[X Link](https://x.com/BenBajarin/status/2021443856282288319)  2026-02-11T04:39Z 36.2K followers, [----] engagements


"@MarkosAAIG Watch GTC for this :)"  
[X Link](https://x.com/BenBajarin/status/2021601774281375811)  2026-02-11T15:06Z 36.2K followers, [---] engagements


"This is where $TSM was when we started @T_h_e_Circuit and a few episodes in I told @jaygoldberg it was wild it was so low but obvioulsy the world hadn't caught on yet. Still a long run ahead with multiple inflection points still to happen in semis"  
[X Link](https://x.com/BenBajarin/status/2021606096071536794)  2026-02-11T15:23Z 36.2K followers, 14K engagements


"New CPU data out from Mercury. This will be an interesting chart in two years. NVIDIA alone will push Arm to +25% but it is also a growth segement (TAM expansion) again with a heavy DC CPU refresh cycle coming. Greenfield dollars again not just share gains for CPU vendors"  
[X Link](https://x.com/BenBajarin/status/2021610654935761054)  2026-02-11T15:41Z 36.2K followers, 10.6K engagements


"MS initiated on $NBIS. Its a good read not sure they got the whole tech stack story right but them and $CRWV will live or die (be bought) by their ability to get customers beyond the hyperscalers. All other BTC miners are just GPU REITS"  
[X Link](https://x.com/BenBajarin/status/2021676774787326192)  2026-02-11T20:04Z 36.2K followers, 13K engagements


"@vikramskr @zephyr_z9 Thats a bit easier :) only a handful of names once we go to glass and lasers"  
[X Link](https://x.com/BenBajarin/status/2021790941406003382)  2026-02-12T03:38Z 36.2K followers, [----] engagements


"memory. So $AAPL down 5%.on what https://t.co/okBPXip53v So $AAPL down 5%.on what https://t.co/okBPXip53v"  
[X Link](https://x.com/anyuser/status/2022028973497282718)  2026-02-12T19:24Z 36.1K followers, [----] engagements


"If NVIDIA ships the consensus estimates of NVL72 racks in [----] that would be 120000+ miles of copper cabling which is nearly [--] times around the Earth's circumference"  
[X Link](https://x.com/anyuser/status/2022038322235982099)  2026-02-12T20:01Z 36.1K followers, [----] engagements


"@TShirtnJeans2 I track too many companies to remember their fiscal years in detail so I always default to CY and that is rouhgly how we do hard unit estimates anyway for any category we track"  
[X Link](https://x.com/BenBajarin/status/2022043737145430300)  2026-02-12T20:22Z 36.2K followers, [--] engagements


"@TShirtnJeans2 As of now you can prob up that 10k racks but obv to the copper point VR will ramp more in CY2027 as mix will start to shift"  
[X Link](https://x.com/BenBajarin/status/2022048640525889717)  2026-02-12T20:42Z 36.2K followers, [---] engagements


"@Stockcounsel Only mass evidence of demand dropping will cause such an event. Nothing even on the horizon to suggest any demand decelleration"  
[X Link](https://x.com/BenBajarin/status/2022069054446657984)  2026-02-12T22:03Z 36.2K followers, [--] engagements


"@Stockcounsel Well in that vein it's true if you can only pick [--] not sure AMAT is top my list in terms of either biggest ramp runs returns etc. There are picks and shovels then there are those who make materials to make picks and shovels so each layer down just different dynamics"  
[X Link](https://x.com/BenBajarin/status/2022070291627987103)  2026-02-12T22:08Z 36.1K followers, [--] engagements


"RT @JulienTechInvst: a me fait rire puisquil y a un an on dployait majoritairement des H100-H200 (donc en HGX/DGX) alors quaujourdhui"  
[X Link](https://x.com/anyuser/status/2022366114693673209)  2026-02-13T17:43Z 36.1K followers, [--] engagements


"RT @firstadopter: Dario threw out a $300 billion a year of compute number off hand. That's probably in the ball park. Imagine going from"  
[X Link](https://x.com/anyuser/status/2022466545675571439)  2026-02-14T00:22Z 36.1K followers, [--] engagements


"RT @BenBajarin: As Ive been saying. RIP SaaS"  
[X Link](https://x.com/anyuser/status/2022714167921344949)  2026-02-14T16:46Z 36.1K followers, [--] engagements


"Assuming your agentic tasks will never be instantaneous what do you believe is an acceptable amount of time for your agent to complete a comprehensive task 10m 10-20m 30-45m 20-30m 10m 10-20m 30-45m 20-30m"  
[X Link](https://x.com/anyuser/status/2019884430291263523)  2026-02-06T21:22Z 36.1K followers, [----] engagements


"$MU also guided gross margins to 68% and reinforced not just DRAM/HBM but the NAND strength of their business. Memory and storage for the win. $MU execs dispelling any myth's about their HBM business. Calls recent reports "innaccurate reporting" and states all HBM for [----] is sold out. Demand is more than all of memory capacity and sounds like HBM [--] is fine and on time. https://t.co/NlZ1Of1aTN $MU execs dispelling any myth's about their HBM business. Calls recent reports "innaccurate reporting" and states all HBM for [----] is sold out. Demand is more than all of memory capacity and sounds like"  
[X Link](https://x.com/BenBajarin/status/2021601169726922879)  2026-02-11T15:04Z 36.1K followers, 15.6K engagements


"Unlike @Srasgon I don't have to go through a rigorous title approval process. I did however get gen Z title approval from @mweinbach"  
[X Link](https://x.com/anyuser/status/2022044487741321584)  2026-02-12T20:25Z 36.1K followers, [----] engagements


"I just visited a website that gave me flashbacks to the days of full adobe flash based heavily animated websites. Please never let that trend return to the WWW"  
[X Link](https://x.com/anyuser/status/2022052305009512730)  2026-02-12T20:56Z 36.1K followers, [----] engagements


"Developing. And now filing withdrawn https://t.co/kvjUQo2aF2 And now filing withdrawn https://t.co/kvjUQo2aF2"  
[X Link](https://x.com/anyuser/status/2022339370645356990)  2026-02-13T15:57Z 36.1K followers, [----] engagements


"@ser_kingslayer_ That makes sense and what I figured. Still has to suggest some more AMD traction which I think is mounting particularly at OpenAI as they use code agents well to port workloads to any silicon they want"  
[X Link](https://x.com/BenBajarin/status/2022353259856588802)  2026-02-13T16:52Z 36.1K followers, [---] engagements


"On prem largely just moved to cloud. I think there is something deeper here about where critical data sits then how much is a wrapper on top vs. true sticky service. But Anthropic hitting 14B annual surpassing most the popular SaaS companies and likely soon CRM seems like something. https://twitter.com/i/web/status/2022753231387136461 https://twitter.com/i/web/status/2022753231387136461"  
[X Link](https://x.com/BenBajarin/status/2022753231387136461)  2026-02-14T19:22Z 36.1K followers, [--] engagements


"Im fascinated by all the techies saying Apple Watch UI has a learning curve. My [--] yr old daughter grasped it instantly"  
[X Link](https://x.com/BenBajarin/status/591802960545329152)  2015-04-25T03:16Z 31K followers, [--] engagements


"@jandawson thats trailing [--] quarters yes"  
[X Link](https://x.com/BenBajarin/status/592795661147492352)  2015-04-27T21:01Z 31K followers, [--] engagements


"This is interesting since by announcing 100m total sales at end of March Xiaomi told us they sold 12.6m phones Q1. http://t.co/0RJVLiS5JW"  
[X Link](https://x.com/BenBajarin/status/593052079389691907)  2015-04-28T14:00Z 31K followers, [--] engagements


"Not sure how I feel that Horace and I follow president Obama talking on Bloomberg"  
[X Link](https://x.com/BenBajarin/status/593099677198757888)  2015-04-28T17:09Z 31K followers, [--] engagements


"Global e-commerce looks to be made up of dominant regional players. Outsiders will have a hard time breaking in once regions are established"  
[X Link](https://x.com/BenBajarin/status/594257174525652992)  2015-05-01T21:48Z 31K followers, [--] engagements


"@jandawson what I mean by that tweet is its a race to own a region. Once region is owned it seems hard for others to break in"  
[X Link](https://x.com/BenBajarin/status/594260965622853633)  2015-05-01T22:03Z 31K followers, [--] engagements


"@charlesarthur quite a bit. Both android and iOS are over 100m"  
[X Link](https://x.com/BenBajarin/status/596672398184722432)  2015-05-08T13:46Z 31.1K followers, [--] engagements


"U.S. Smartphone penetration is much higher than comScore says. They say 58% it is 75%. https://x.com/comScore/status/596663540552957953 [-----] million people in the U.S. owned smartphones during the [--] months ending in March: http://t.co/FqhhdwankQ http://t.co/rmHmYTC0ca https://x.com/comScore/status/596663540552957953 [-----] million people in the U.S. owned smartphones during the [--] months ending in March: http://t.co/FqhhdwankQ http://t.co/rmHmYTC0ca"  
[X Link](https://x.com/BenBajarin/status/596681532657405952)  2015-05-08T14:22Z 31.1K followers, [--] engagements


"@jandawson but that doesnt add up to 187m"  
[X Link](https://x.com/BenBajarin/status/596683282953076736)  2015-05-08T14:29Z 31K followers, [--] engagements


"@jandawson so how to they arrive at that are they confused as to how many people are in the US Or only counting 13+ as population"  
[X Link](https://x.com/BenBajarin/status/596683711044694016)  2015-05-08T14:30Z 31K followers, [--] engagements


"@jandawson either way it is still low. Even if tracking individual owners it is over 200m Im sure"  
[X Link](https://x.com/BenBajarin/status/596684159730388992)  2015-05-08T14:32Z 31.1K followers, [--] engagements


"Was just looking through the media / images folder for Tech.pinions on word press. 3/4 of them are charts from @jandawson and myself. :)"  
[X Link](https://x.com/BenBajarin/status/598910132542513152)  2015-05-14T17:57Z 31K followers, [--] engagements


"@jandawson @kirkburgess @jyarow @neilcybart for most their set top box will suffice and then some. But there will be a small % for the TV"  
[X Link](https://x.com/BenBajarin/status/600473167895736320)  2015-05-19T01:28Z 31K followers, [--] engagements


"@jandawson @kirkburgess @eric_analytics @jyarow @neilcybart poor Jay got canoed. :)"  
[X Link](https://x.com/BenBajarin/status/600482884374302720)  2015-05-19T02:07Z 31K followers, [--] engagements


"First flight with Apple Watch boarding passes via passbook on it is super. It sits in notifications so swipe down for quick access"  
[X Link](https://x.com/BenBajarin/status/603234166902161408)  2015-05-26T16:20Z 31K followers, [--] engagements


"Looks like Apple finally bringing us an anticipation engine. Ive talked about it since [----]. Key for Watch. https://techpinions.com/the-one-feature-i-still-want-from-my-smart-phone/8608 https://techpinions.com/the-one-feature-i-still-want-from-my-smart-phone/8608"  
[X Link](https://x.com/BenBajarin/status/603609628933390337)  2015-05-27T17:12Z 31K followers, [--] engagements


"Android wear has lots of swiping. Reply to message three swipes right"  
[X Link](https://x.com/BenBajarin/status/603972133371301888)  2015-05-28T17:12Z 31K followers, [--] engagements


"@modestproposal1 @BenedictEvans estimates I saw were in the 20-30m range"  
[X Link](https://x.com/BenBajarin/status/604038611537801216)  2015-05-28T21:36Z 32.3K followers, [--] engagements


"Just heard the CMO of Home Depot say 10% of their online orders come from in store via their mobile app"  
[X Link](https://x.com/BenBajarin/status/605831888729600001)  2015-06-02T20:22Z 31K followers, [---] engagements


"Interesting chart showing the breakdown of usage from heavy mobile data users to light mobile data users. http://t.co/ew2Z0rWzlZ"  
[X Link](https://x.com/BenBajarin/status/606118000823910400)  2015-06-03T15:19Z 31K followers, [--] engagements


"@jandawson I think free with ads is different than free with ads and your data gets sold to third party"  
[X Link](https://x.com/BenBajarin/status/606275391041343488)  2015-06-04T01:44Z 31K followers, [--] engagements


"@jandawson Sure but in something like TV my personal data isnt sold"  
[X Link](https://x.com/BenBajarin/status/606276123354226689)  2015-06-04T01:47Z 31K followers, [--] engagements


"@jandawson I suppose I distinguish between my data and my preferences. Im ok with being targeted by my interests"  
[X Link](https://x.com/BenBajarin/status/606276718836383744)  2015-06-04T01:50Z 31K followers, [--] engagements


"@jandawson We should discuss this on the podcast this week"  
[X Link](https://x.com/BenBajarin/status/606276796925898753)  2015-06-04T01:50Z 31K followers, [--] engagements


"Anyone snap a pic of the transit areas supported in China Tell us where iOS has largest installed base in China"  
[X Link](https://x.com/BenBajarin/status/607968662977257472)  2015-06-08T17:53Z 31K followers, [--] engagements


"Two interesting things about Apple Music and the News app. It looks like Apple is making it easier for indies to compete on a level field"  
[X Link](https://x.com/BenBajarin/status/608645573420306436)  2015-06-10T14:43Z 31K followers, [--] engagements


"Sorry for the non-tech tweet but this is great. Firsts on the farm. We hatched some ducks and a hen is their mother http://t.co/H4vSLaJm1p"  
[X Link](https://x.com/BenBajarin/status/608659708006682625)  2015-06-10T15:39Z 31K followers, [--] engagements


"Apple Music and the Future of the Music Industry. Post by me @Techpinions https://techpinions.com/apple-music-and-the-future-of-the-music-industry/40792 https://techpinions.com/apple-music-and-the-future-of-the-music-industry/40792"  
[X Link](https://x.com/BenBajarin/status/613006470909591553)  2015-06-22T15:31Z 31K followers, [--] engagements


"For me Apple Music will replace my Sirius/XM subscription"  
[X Link](https://x.com/BenBajarin/status/616319435733757952)  2015-07-01T18:56Z 31K followers, [--] engagements


"@jandawson car and the app. Easily usable in car. I could even see car companies integrate this over XM someday"  
[X Link](https://x.com/BenBajarin/status/616324067944042496)  2015-07-01T19:14Z 31K followers, [--] engagements


"@neilcybart @jandawson Keep an eye on iPhone and T-mo though. Just spoke with them a few days ago. New lease plans driving momentum"  
[X Link](https://x.com/BenBajarin/status/616988000187092992)  2015-07-03T15:12Z 31.1K followers, [--] engagements


"When was the last time you clicked on page [--] of Google search results"  
[X Link](https://x.com/BenBajarin/status/618215203600117761)  2015-07-07T00:29Z 36K followers, [--] engagements


"@benthompson me too"  
[X Link](https://x.com/BenBajarin/status/621342798105608192)  2015-07-15T15:37Z 31K followers, [--] engagements


"@jandawson @benthompson of the three of us I am in the middle then ;)"  
[X Link](https://x.com/BenBajarin/status/621343941976154112)  2015-07-15T15:41Z 31K followers, [--] engagements


"I think they should have stuck with the [--] billion goal. https://x.com/tomwarren/status/621334451516243968 https://x.com/tomwarren/status/621334451516243968"  
[X Link](https://x.com/BenBajarin/status/621346032652136448)  2015-07-15T15:50Z 31K followers, [--] engagements


"@jandawson and even that will be tough"  
[X Link](https://x.com/BenBajarin/status/621351695298072576)  2015-07-15T16:12Z 31K followers, [--] engagements


"@AAPLTree @jandawson ASP was lower. Units had to be closer to 3m to use the iPad stat he did"  
[X Link](https://x.com/BenBajarin/status/623602260157661184)  2015-07-21T21:15Z 31K followers, [--] engagements


"@jandawson @AAPLTree agree but still has to be near 3m range. ASP was closer to $400"  
[X Link](https://x.com/BenBajarin/status/623602572285210624)  2015-07-21T21:16Z 31K followers, [--] engagements


"@jandawson @AAPLTree it was skewed this way in our Wristly survey also. Lots more sports than anything else"  
[X Link](https://x.com/BenBajarin/status/623602990075637760)  2015-07-21T21:18Z 31K followers, [--] engagements


"@kirkburgess @jandawson @AAPLTree issue here is supply chain was absolutely tracking to 5m. So Yields were really low OR lots of inventory"  
[X Link](https://x.com/BenBajarin/status/623603176994766848)  2015-07-21T21:19Z 31.1K followers, [--] engagements


"@jandawson @AAPLTree launch costs / marketing / etc. factored in making it lower"  
[X Link](https://x.com/BenBajarin/status/623603282494132224)  2015-07-21T21:19Z 31K followers, [--] engagements


"@jandawson @AAPLTree iPod also likely declining so have to factor that in also"  
[X Link](https://x.com/BenBajarin/status/623603629950275588)  2015-07-21T21:21Z 31K followers, [--] engagements


"@jandawson @kirkburgess @AAPLTree note what Luca said more than 100%. Now this gets even trickier"  
[X Link](https://x.com/BenBajarin/status/623604217161224192)  2015-07-21T21:23Z 31K followers, [--] engagements


"@jandawson @kirkburgess @AAPLTree he said Apple Watch contributed to more than 100% growth of Other category"  
[X Link](https://x.com/BenBajarin/status/623604358169563136)  2015-07-21T21:23Z 31K followers, [--] engagements


"@jandawson @Judahe @kirkburgess @AAPLTree Horace and I going to work this out after we do our podcast"  
[X Link](https://x.com/BenBajarin/status/623607178985734145)  2015-07-21T21:35Z 31K followers, [--] engagements


"@jandawson @Judahe @kirkburgess @AAPLTree yes but Im using what we know about iPad during its first [--] weeks to help model and work out"  
[X Link](https://x.com/BenBajarin/status/623607507634642944)  2015-07-21T21:36Z 31.1K followers, [--] engagements


"@jandawson audio any better or no Guys are working on it"  
[X Link](https://x.com/BenBajarin/status/623617735214305281)  2015-07-21T22:17Z 31K followers, [--] engagements


"@jandawson yeah they are working on it. Pushing them to hurry"  
[X Link](https://x.com/BenBajarin/status/623617886628610048)  2015-07-21T22:17Z 31K followers, [--] engagements


"Fascinating if true. Apple requiring ID chip for HomeKit. http://t.co/aatLtJUA4J http://www.eetimes.com/document.aspdoc_id=1327267&_mc=sm_eet_editor_rickmerritt&hootPostID=63459e9403e9661007a61a015715c0ab http://www.eetimes.com/document.aspdoc_id=1327267&_mc=sm_eet_editor_rickmerritt&hootPostID=63459e9403e9661007a61a015715c0ab"  
[X Link](https://x.com/BenBajarin/status/626044934781468673)  2015-07-28T15:01Z 31K followers, [--] engagements


"@jandawson Your earnings charts on. Alphabet just got a lot more exciting ;)"  
[X Link](https://x.com/BenBajarin/status/630854506482302976)  2015-08-10T21:33Z 31K followers, [--] engagements


"Let me know if you have a mobile browser (i.e Chrome or Safari) on your smartphone home page. Y/N"  
[X Link](https://x.com/BenBajarin/status/636558405939826690)  2015-08-26T15:18Z 31K followers, [--] engagements


"@jandawson how many from Apple"  
[X Link](https://x.com/BenBajarin/status/637362355056209921)  2015-08-28T20:33Z 31K followers, [--] engagements


"How long until physical bank branches are a thing of the past [--] years Less More"  
[X Link](https://x.com/BenBajarin/status/637404146920878080)  2015-08-28T23:19Z 31K followers, [--] engagements


"@jandawson kid got ahold of your iPad ;)"  
[X Link](https://x.com/BenBajarin/status/640976801133543424)  2015-09-07T19:55Z 31.1K followers, [--] engagements


"Apple and Amazon need to work this out. They are better partners than competitors. https://x.com/benthompson/status/641672612729372672 "Siri show me Top Gear." "I'm sorry Ben but we are in a pissing match with Amazon." https://x.com/benthompson/status/641672612729372672 "Siri show me Top Gear." "I'm sorry Ben but we are in a pissing match with Amazon.""  
[X Link](https://x.com/BenBajarin/status/641673308312764416)  2015-09-09T18:03Z 31K followers, [--] engagements


"@jandawson Will support MFI"  
[X Link](https://x.com/BenBajarin/status/641675894071824384)  2015-09-09T18:13Z 31K followers, [--] engagements


"@jandawson I just emailed it to you :)"  
[X Link](https://x.com/BenBajarin/status/642046507881918464)  2015-09-10T18:46Z 31K followers, [--] engagements


"@neilcybart fantastic point. I wish I knew how many of these there still were"  
[X Link](https://x.com/BenBajarin/status/642352063746150401)  2015-09-11T15:00Z 31.1K followers, [--] engagements


"@jandawson @neilcybart A key point here is Apple is likely to get the cream of the crop with this plan. AT&T most vulnerable IM0"  
[X Link](https://x.com/BenBajarin/status/642363972960649216)  2015-09-11T15:48Z 31K followers, [--] engagements


"@benthompson True. Driven by FOMO ;)"  
[X Link](https://x.com/BenBajarin/status/643802350545559552)  2015-09-15T15:03Z 31K followers, [--] engagements


"@jandawson more questions than answers since the plan was likely just developed"  
[X Link](https://x.com/BenBajarin/status/645959504345993216)  2015-09-21T13:55Z 31K followers, [--] engagements


"@jandawson ah so that is why you were up so early. ;)"  
[X Link](https://x.com/BenBajarin/status/646458477922021376)  2015-09-22T22:58Z 31K followers, [--] engagements


"@jandawson happy birthday then"  
[X Link](https://x.com/BenBajarin/status/646461420905758721)  2015-09-22T23:09Z 31K followers, [--] engagements


"@jandawson @WristlyThoughts how would something like this happen without Apples approval"  
[X Link](https://x.com/BenBajarin/status/646813511880847360)  2015-09-23T22:28Z 31K followers, [--] engagements


"@jowens510 @jandawson so maybe why does google even bother with a Nexus now is a good topic"  
[X Link](https://x.com/BenBajarin/status/646817521287335936)  2015-09-23T22:44Z 31K followers, [--] engagements


"Besides iPhones what other things so humans lineup for Black Friday sales Not concert tickets anymore. What else"  
[X Link](https://x.com/BenBajarin/status/647401209481965569)  2015-09-25T13:24Z 31K followers, [--] engagements


"@WaltBTIG who controls the screen actuator software stack and developers who will utilize it"  
[X Link](https://x.com/BenBajarin/status/647541251038810112)  2015-09-25T22:40Z 31.1K followers, [--] engagements


"Exactly. This could fundamentally change features of many apps. New class of apps could spring up also. https://x.com/johnolilly/status/647798735984922624 Touch 3D actions on app icons (like New Tweet) really make you want pieces of apps (new twt form) to become available instead of whole app. https://x.com/johnolilly/status/647798735984922624 Touch 3D actions on app icons (like New Tweet) really make you want pieces of apps (new twt form) to become available instead of whole app"  
[X Link](https://x.com/BenBajarin/status/647828681084145664)  2015-09-26T17:42Z 31.1K followers, [--] engagements


"Fascinating that being too drunk to start the vehicle but could successfully capture a wild raccoon. https://x.com/jandawson/status/648716937418027008 Amazing https://t.co/HFVZsgWpMO https://x.com/jandawson/status/648716937418027008 Amazing https://t.co/HFVZsgWpMO"  
[X Link](https://x.com/BenBajarin/status/648717535483813888)  2015-09-29T04:34Z 31K followers, [--] engagements


"@jandawson I just tweeted from while reading my list / in list view"  
[X Link](https://x.com/BenBajarin/status/649648035245395968)  2015-10-01T18:12Z 31K followers, [--] engagements


"A mistake many Wall. St investors will make is to use Google trends to predict holiday iPhone sales. Dont do it"  
[X Link](https://x.com/BenBajarin/status/649663357503434754)  2015-10-01T19:13Z 31K followers, [--] engagements


"@rjonesy @jandawson I think Jan did but I have my own global study on this also"  
[X Link](https://x.com/BenBajarin/status/649733197492699136)  2015-10-01T23:50Z 31K followers, [--] engagements


"@DanielEran nope"  
[X Link](https://x.com/BenBajarin/status/651785342995972097)  2015-10-07T15:45Z 31K followers, [--] engagements


"If we are generous and concede [---] billion Windows users thats 15m. Which sounds too low. https://x.com/thurrott/status/653585011636047872 "Only 1% of Windows users have a laptop that costs over $1500." Ladies and gentlemen Surface Book. https://x.com/thurrott/status/653585011636047872 "Only 1% of Windows users have a laptop that costs over $1500." Ladies and gentlemen Surface Book"  
[X Link](https://x.com/BenBajarin/status/653588365242056704)  2015-10-12T15:09Z 31K followers, [--] engagements


"@stevedebrun @jandawson @microheroapp looks like an interesting app"  
[X Link](https://x.com/BenBajarin/status/655153582698725376)  2015-10-16T22:49Z 31K followers, [--] engagements


"This is key in thinking about upside for Apple Watch and even Fitbit. Corp helps offset cost for health benefits. https://x.com/BenBajarin/status/656497304577294336 Interesting research from Morgan Stanley. Today 16% CIOs surveyed offer subsidies on a wearable. 24% plan to introduce in next year. https://x.com/BenBajarin/status/656497304577294336 Interesting research from Morgan Stanley. Today 16% CIOs surveyed offer subsidies on a wearable. 24% plan to introduce in next year"  
[X Link](https://x.com/BenBajarin/status/656497575642599426)  2015-10-20T15:49Z 31K followers, [--] engagements


"@jandawson This was specific to the company itself. Your work will offer a subsidy on the hardware to participate in the corp wellness prog"  
[X Link](https://x.com/BenBajarin/status/656500788924014592)  2015-10-20T16:02Z 31.1K followers, [--] engagements


"@jandawson @abdophoto @TylerH 1-2m a quarter. Not bad but not a ton in the grand scheme of things"  
[X Link](https://x.com/BenBajarin/status/657350313230249984)  2015-10-23T00:18Z 31K followers, [--] engagements


"@jandawson @abdophoto @TylerH yes but was thinking in the grand scheme of how many smartphones get sold. I see your point though"  
[X Link](https://x.com/BenBajarin/status/657351188757680128)  2015-10-23T00:21Z 31.1K followers, [--] engagements


"@fromedome Doesnt take on average [----] seconds in France. This has a lot to do with messy infrastructure"  
[X Link](https://x.com/BenBajarin/status/658748807820148736)  2015-10-26T20:55Z 31K followers, [--] engagements


"@jandawson @AAPLTree fairly certain ASP low also Beats taking a dive"  
[X Link](https://x.com/BenBajarin/status/659111232138424321)  2015-10-27T20:55Z 31K followers, [--] engagements


"Agree that now it seems Android is the play not ChromeOS. https://x.com/jandawson/status/659835122368122880 This has begun to seem inevitable recently. Timing: [----] apparently. https://t.co/YXa2nvuhuC https://x.com/jandawson/status/659835122368122880 This has begun to seem inevitable recently. Timing: [----] apparently. https://t.co/YXa2nvuhuC"  
[X Link](https://x.com/BenBajarin/status/659840317298880512)  2015-10-29T21:12Z 31K followers, [--] engagements


"@jandawson because it made sense for them to believe in a cloud centric future. Cloud OS Cloud driven AI etc. Just didnt play out that"  
[X Link](https://x.com/BenBajarin/status/659840801749397506)  2015-10-29T21:14Z 31K followers, [--] engagements


"@djbressler @jandawson Happily would play this game ;)"  
[X Link](https://x.com/BenBajarin/status/660123397339287552)  2015-10-30T15:57Z 31K followers, [--] engagements


"@alicetruong @qz Yes I am"  
[X Link](https://x.com/BenBajarin/status/662801237612490752)  2015-11-07T01:18Z 36K followers, [--] engagements


"@neilcybart if they would have launched the Session at $199 or lower it would have brought many new folks into the market"  
[X Link](https://x.com/BenBajarin/status/687403883543543809)  2016-01-13T22:40Z 31K followers, [--] engagements


"@jandawson @neilcybart agree but this was a disrupt yourself or get disrupted situation. Their brand owns the segment"  
[X Link](https://x.com/BenBajarin/status/687404982535077888)  2016-01-13T22:44Z 31K followers, [--] engagements


"@jandawson @neilcybart I have them all and I love the Session. I think its their best one and my default"  
[X Link](https://x.com/BenBajarin/status/687406509203046400)  2016-01-13T22:50Z 31K followers, [--] engagements


"This is basically the case Ill try to make. https://x.com/andrewe/status/692022757148745728 @BenBajarin Is Twitter the Apple of social media than More active and profitable users. Less scale. https://x.com/andrewe/status/692022757148745728 @BenBajarin Is Twitter the Apple of social media than More active and profitable users. Less scale"  
[X Link](https://x.com/BenBajarin/status/692024703825784832)  2016-01-26T16:42Z 31K followers, [--] engagements


"Id love it if @twitter had a dedicated product for pros to produce and one dedicated to consume. Id use both"  
[X Link](https://x.com/BenBajarin/status/692026289474015232)  2016-01-26T16:48Z 31.1K followers, [--] engagements


"Facebook MAUs up 14% to [----] billion. Mobile ad revenue up 69% YoY. Payments and other fell though"  
[X Link](https://x.com/BenBajarin/status/692457056075288576)  2016-01-27T21:20Z 31.1K followers, [--] engagements


"@jandawson my concern here is FBs users arent behaving in a way they want them to to be taken seriously as a payment merchant"  
[X Link](https://x.com/BenBajarin/status/692457736127287296)  2016-01-27T21:22Z 31K followers, [--] engagements


"@brianshall @jandawson Im more aligned with Brian here. My concern is the behavior doesnt happen FB hired for a different job"  
[X Link](https://x.com/BenBajarin/status/692460540346654723)  2016-01-27T21:33Z 31K followers, [--] engagements


"Only four. https://x.com/pewinternet/status/694762003152314368 Only [--] Android apps in our study have been installed between [--] billion and [--] billion times. https://t.co/uO44GoNW0T https://t.co/TLp7PaOxCP https://x.com/pewinternet/status/694762003152314368 Only [--] Android apps in our study have been installed between [--] billion and [--] billion times. https://t.co/uO44GoNW0T https://t.co/TLp7PaOxCP"  
[X Link](https://x.com/BenBajarin/status/694765636451377152)  2016-02-03T06:13Z 31K followers, [--] engagements


"Still an improvement from the 60% abandonment rate they used to have. https://x.com/jandawson/status/701882485576114176 Fitbit keeps changing its user base measures. But even then only 72% of those who became users in [----] were still active at end of [----]. https://x.com/jandawson/status/701882485576114176 Fitbit keeps changing its user base measures. But even then only 72% of those who became users in [----] were still active at end of 2015"  
[X Link](https://x.com/BenBajarin/status/701883116168699904)  2016-02-22T21:35Z 31K followers, [--] engagements


"Same. https://x.com/fromedome/status/701891700742983680 Since moving Snapchat to my homescreen my usage (watching and posting) is up massively. Surprised more apps don't nudge/recommend. https://x.com/fromedome/status/701891700742983680 Since moving Snapchat to my homescreen my usage (watching and posting) is up massively. Surprised more apps don't nudge/recommend"  
[X Link](https://x.com/BenBajarin/status/701905405119627264)  2016-02-22T23:04Z 31K followers, [--] engagements


"@jandawson Mostly just friends. But I like Snapchat discover especially ESPN lots of possibilities there"  
[X Link](https://x.com/BenBajarin/status/701914390862237696)  2016-02-22T23:40Z 31K followers, [--] engagements


"Relevant for 5SE analysis. Countries with largest iPhone [--] family (5s 5c 5) installed base: Sweden US UK Canada Australia Japan Ireland"  
[X Link](https://x.com/BenBajarin/status/708418811049816064)  2016-03-11T22:26Z 31K followers, [--] engagements


"@jandawson I can break down the mix in each country. Im just looking at countries with the most 5s 5c and 5s in use vs all the others"  
[X Link](https://x.com/BenBajarin/status/708420259955351553)  2016-03-11T22:32Z 31K followers, [--] engagements


"@jandawson yes. And most interestingly emerging markets skew low of [--] family. Seems to be a lot in developed"  
[X Link](https://x.com/BenBajarin/status/708420710239068161)  2016-03-11T22:33Z 31K followers, [--] engagements


"Agree with this point. Ive been positing this to the AI bears that if we cure all the worlds diseases would the trillions in capex be worth it. Have been speaking a lot more with people doing applied AI/ML for medical research and honestly if we could cure cancer and get absolutely nothing else then all the capex spending will have been worth it Have been speaking a lot more with people doing applied AI/ML for medical research and honestly if we could cure cancer and get absolutely nothing else then all the capex spending will have been worth it"  
[X Link](https://x.com/anyuser/status/2023165701859819637)  2026-02-15T22:41Z 36.1K followers, [----] engagements


"Have been speaking a lot more with people doing applied AI/ML for medical research and honestly if we could cure cancer and get absolutely nothing else then all the capex spending will have been worth it"  
[X Link](https://x.com/anyuser/status/2023164244460482697)  2026-02-15T22:35Z 117K followers, 54.8K engagements


"As we think about some companies being asset heavy and what that means to their value. "Bubbles always hurt some investors but the capacity they create endures." https://www.kkr.com/insights/ai-infrastructure https://www.kkr.com/insights/ai-infrastructure"  
[X Link](https://x.com/anyuser/status/2023142436546191424)  2026-02-15T21:08Z 36.1K followers, [----] engagements


"RT @BenBajarin: As Ive been saying. RIP SaaS"  
[X Link](https://x.com/anyuser/status/2022714167921344949)  2026-02-14T16:46Z 36.1K followers, [--] engagements


"As Ive been saying. RIP SaaS. Watch Nadella describe SaaS apps as nothing more than a CRUD database with some business logic but once the business logic moves to AI agents SaaS is over: https://t.co/oWwHS1o2V1 Watch Nadella describe SaaS apps as nothing more than a CRUD database with some business logic but once the business logic moves to AI agents SaaS is over: https://t.co/oWwHS1o2V1"  
[X Link](https://x.com/anyuser/status/1869423463045415013)  2024-12-18T16:44Z 36.1K followers, [----] engagements


"Watch Nadella describe SaaS apps as nothing more than a CRUD database with some business logic but once the business logic moves to AI agents SaaS is over:"  
[X Link](https://x.com/anyuser/status/1869389842054025382)  2024-12-18T14:30Z 27.7K followers, 2.5M engagements


"Only 7% of enterprises have scaled AI in any meaningful fashion. Still early and like the world learned with electricity. process reformation has to come first and we havent even begun that process yet. If AI were living up to its hype it would be benefiting the ENTIRE ECONOMY. IT ISN'T. Profit margins outside the tech sector would be growing. THEY'RE NOT. https://t.co/GXT1r783t0 If AI were living up to its hype it would be benefiting the ENTIRE ECONOMY. IT ISN'T. Profit margins outside the tech sector would be growing. THEY'RE NOT. https://t.co/GXT1r783t0"  
[X Link](https://x.com/anyuser/status/2022679838423945469)  2026-02-14T14:30Z 36.1K followers, [----] engagements


"If AI were living up to its hype it would be benefiting the ENTIRE ECONOMY. IT ISN'T. Profit margins outside the tech sector would be growing. THEY'RE NOT"  
[X Link](https://x.com/anyuser/status/2022314819119169645)  2026-02-13T14:20Z 829.8K followers, 32.1K engagements


"RT @firstadopter: Dario threw out a $300 billion a year of compute number off hand. That's probably in the ball park. Imagine going from"  
[X Link](https://x.com/anyuser/status/2022466545675571439)  2026-02-14T00:22Z 36.1K followers, [--] engagements


"Dario threw out a $300 billion a year of compute number off hand. That's probably in the ball park. Imagine going from $10 billion to $300 billion of compute IN TWO YEARS. Nvidia has the the best supply chain allocations too. "Is there more gains from buying like substantially more gains from buying a trillion dollars a year of compute versus $300 billion a year of compute." Then Dario said industry wide datacenter build: 10-15 GW build [----] 30-40 GW build [----] [---] GW build [----] [---] GW build [----] That's 3X per year GW build for GPUs and AI chip market every year through [----] This implies"  
[X Link](https://x.com/anyuser/status/2022462989773779000)  2026-02-14T00:08Z 83.9K followers, 111.6K engagements


"This implies Anthropic is buying enough data center compute to supports "hundreds of billions of revenue" by end of [----] "It takes a year or two to actually build out the data centers to reserve the data centers. So basically I'm saying like in [----] how much compute do I get Well I could assume that the revenue will continue growing 10x a year so it will be $100 billion at the end of [----]. And $1 trillion at the end of [----]. And so I could buy a trillion dollars. Actually it would be like $5 trillion of compute because it would be a trillion dollars a year for five years right I could buy a"  
[X Link](https://x.com/anyuser/status/2022459911485927873)  2026-02-13T23:56Z 83.9K followers, 68.4K engagements


"Let's just say Anthropic grows 2X through 2030"  
[X Link](https://x.com/anyuser/status/2022464990087909739)  2026-02-14T00:16Z 36.1K followers, [----] engagements


"New Episode: Memory Mayhem & AI Capex Madness Memory prices are just scalping at this point. Hyperscalers are betting everything and the kitchen sink on black. Is GitHub a hidden gem for Microsoft's AI future Austin and Vik discuss semi insanity on @semidoped. And also how each hyperscaler is positioned to benefit from the giant AI bet. This and more on the latest episode Check it out Chapters (00:00) - The State of Memory in Semiconductors (03:08) - Nvidias GPU Dilemma and Market Dynamics (06:13) - The Impact of AI on Memory Demand (09:08) - NAND Flash and Context Memory Trends (11:59) - The"  
[X Link](https://x.com/anyuser/status/2022406503387291776)  2026-02-13T20:24Z [----] followers, 10.4K engagements


"Why $AMZN has the hardest ROIC story in tech and what to do about it"  
[X Link](https://x.com/anyuser/status/2022410036648251473)  2026-02-13T20:38Z [----] followers, 12.3K engagements


"RT @JulienTechInvst: a me fait rire puisquil y a un an on dployait majoritairement des H100-H200 (donc en HGX/DGX) alors quaujourdhui"  
[X Link](https://x.com/anyuser/status/2022366114693673209)  2026-02-13T17:43Z 36.1K followers, [--] engagements


"a me fait rire puisquil y a un an on dployait majoritairement des H100-H200 (donc en HGX/DGX) alors quaujourdhui on dploie sur du NVL (donc avec NVSwitch). Ce quil se passe cest que le matos Arista ne sert plus de ToR et mme pire sur les NIC on va prfrer le BlueField qui est bien plus performant et optimis pour les serveurs Nvidia. Le gain dAMD dans lorder book dArista est plus bearish pour Arista quil nest bullish pour AMD Nvidia shares are underperforming today after Arista CEO made these comments about AMD gaining share. Note: Arista networking serves only subset of the market: "A year ago"  
[X Link](https://x.com/anyuser/status/2022351027131851115)  2026-02-13T16:43Z 12.5K followers, 15K engagements


"Nvidia shares are underperforming today after Arista CEO made these comments about AMD gaining share. Note: Arista networking serves only subset of the market: "A year ago it was pretty much 99% NVIDIA right Today when we look at our deployments we see about 20% maybe a little more 20%-25% where AMD is becoming the preferred accelerator of choice. And in those scenarios Arista is clearly preferred because they're building best-of-breed building blocks for the NIC for the network for the IO and they want open standards as opposed to a full-on vertical stack from one vendor. So you're right to"  
[X Link](https://x.com/anyuser/status/2022341373182005575)  2026-02-13T16:05Z 83.9K followers, 66.5K engagements


"Interesting commentary from $ANET on $AMD"  
[X Link](https://x.com/anyuser/status/2022351929071055137)  2026-02-13T16:47Z 36.1K followers, 14.4K engagements


"Developing. And now filing withdrawn https://t.co/kvjUQo2aF2 And now filing withdrawn https://t.co/kvjUQo2aF2"  
[X Link](https://x.com/anyuser/status/2022339370645356990)  2026-02-13T15:57Z 36.1K followers, [----] engagements


"And now filing withdrawn Full list here https://t.co/N01228ZFcK real story is that CXMT and YMTC have been REMOVED Full list here https://t.co/N01228ZFcK real story is that CXMT and YMTC have been REMOVED"  
[X Link](https://x.com/anyuser/status/2022323569137484198)  2026-02-13T14:54Z 192.8K followers, 24K engagements


"Significant. $AMAT WFE"  
[X Link](https://x.com/anyuser/status/2022069673169436769)  2026-02-12T22:05Z 36.1K followers, [----] engagements


"WFE will be north of $130b even though CEO of $AMAT not wanting to give a number. They did say on the call they think semis can cross $1T in [----] which again is largely driven by insane pricing power. Memory and GPU/ASICS alone could be $800-900B in 2026"  
[X Link](https://x.com/anyuser/status/2022067710952452152)  2026-02-12T21:58Z 36.1K followers, [----] engagements


"$AMAT earnings call highlighting all the same things I pointed out about the key infection points coming to WFE largely driven by the angtrom era. https://thediligencestack.com/p/wfe-equipment-why-this-time-is-different https://thediligencestack.com/p/wfe-equipment-why-this-time-is-different"  
[X Link](https://x.com/anyuser/status/2022064428599116116)  2026-02-12T21:45Z 36.1K followers, 18.2K engagements

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