# ![@Beth_Kindig Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::499993648.png) @Beth_Kindig Beth Kindig

Nvidia is experiencing high demand for its AI chips, with reports of a bottleneck in power supply and a massive $1.17 billion agreement with CoreWeave to support AI cloud infrastructure. The company's data center revenue is expected to surge, with estimates suggesting it could reach $351 billion in fiscal [----]. Major tech companies, including Amazon, Microsoft, and Oracle, are investing heavily in AI infrastructure, with significant deals and partnerships announced recently.

### Engagements: [------] [#](/creator/twitter::499993648/interactions)
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### Mentions: [--] [#](/creator/twitter::499993648/posts_active)
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### Social Influence

**Social category influence**
[stocks](/list/stocks)  #2655 [technology brands](/list/technology-brands)  85% [finance](/list/finance)  25% [cryptocurrencies](/list/cryptocurrencies)  #1726 [countries](/list/countries)  4% [currencies](/list/currencies)  3% [fashion brands](/list/fashion-brands)  3% [vc firms](/list/vc-firms)  2% [automotive brands](/list/automotive-brands)  2% [products](/list/products)  1%

**Social topic influence**
[$nvda](/topic/$nvda) #102, [$goog](/topic/$goog) #4, [$amzn](/topic/$amzn) #21, [ai](/topic/ai) 35%, [$msft](/topic/$msft) #8, [$amd](/topic/$amd) #16, [$avgo](/topic/$avgo) #22, [nvda](/topic/nvda) #129, [more than](/topic/more-than) #2517, [meta](/topic/meta) 13%

**Top accounts mentioned or mentioned by**
[@cvpayne](/creator/undefined) [@fossilwhisperer](/creator/undefined) [@grok](/creator/undefined) [@knoxridley](/creator/undefined) [@bethkindig](/creator/undefined) [@william_r2rclub](/creator/undefined) [@ycharts](/creator/undefined) [@ai_hyperbull](/creator/undefined) [@rileyisbuilding](/creator/undefined) [@cryptodaaddy](/creator/undefined) [@redhawk131488](/creator/undefined) [@next100baggers](/creator/undefined) [@rudra__chakrin](/creator/undefined) [@bomber78a](/creator/undefined) [@0xmountain](/creator/undefined) [@saiseiinvesting](/creator/undefined) [@seekingalpha](/creator/undefined) [@vduchaine](/creator/undefined) [@briefing_block_](/creator/undefined) [@freesites_com](/creator/undefined)

**Top assets mentioned**
[NVIDIA Corp. (NVDA)](/topic/$nvda) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Microsoft Corp. (MSFT)](/topic/$msft) [Advanced Micro Devices (AMD)](/topic/$amd) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Metadium (META)](/topic/$meta) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Micron Technology, Inc. (MU)](/topic/$mu) [Oracle Corporation (ORCL)](/topic/$orcl) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Bitcoin (BTC)](/topic/$btc) [Intel Corporation (INTC)](/topic/$intc) [Snowflake Inc. (SNOW)](/topic/$snow) [QUALCOMM, Inc. (QCOM)](/topic/$qcom) [Apple, Inc. (AAPL)](/topic/$aapl) [United Microelectronic Corp. (UMC)](/topic/$umc) [Astera Labs, Inc. (ALAB)](/topic/$alab) [Tesla, Inc. (TSLA)](/topic/$tsla) [Morgan Stanley (MS)](/topic/morgan-stanley) [Corning Incorporated (GLW)](/topic/$glw) [Super Micro Computer, Inc. Common Stock (SMCI)](/topic/$smci) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [Cloudflare, Inc. (NET)](/topic/cloudflare) [Datadog Inc (DDOG)](/topic/$ddog) [Now Coin (NOW)](/topic/$now) [Texas Instruments (TXN)](/topic/texas-instruments) [KLA Corp (KLAC)](/topic/kla-corp) [Universal Display Corp (OLED)](/topic/$oled) [Cadence Design Systems Inc (CDNS)](/topic/$cdns) [Progress Software Corp (DE) (PRGS)](/topic/$prgs) [Gen Digital Inc. Common Stock (GEN)](/topic/$gen) [Qualys, Inc. Common Stock (QLYS)](/topic/$qlys) [Synopsys, Inc. (SNPS)](/topic/$snps) [ANSYS, Inc. (ANSS)](/topic/$anss) [Salesforce Inc (CRM)](/topic/$crm)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Palantir $PLTR reported 70% revenue growth in Q4 to $1.407 billion accelerating from 62.8% growth in Q3. Q1 revenue was guided to be $1.532-1.536 billion or a [---] point acceleration to 73.6% YoY at midpoint"  
[X Link](https://x.com/Beth_Kindig/status/2018464241951621517)  2026-02-02T23:19Z 172K followers, 81.6K engagements


"AMD $AMD reported $10.27 billion in revenue in Q4 up 34% YoY and 11% QoQ with Data center revenue up 39% YoY to a record $5.4 billion. Full-year revenue rose 34% to $34.64 billion with Data center revenue up 32% to $16.6 billion. $NVDA $AVGO"  
[X Link](https://x.com/Beth_Kindig/status/2018797464132960697)  2026-02-03T21:23Z 172K followers, 35.4K engagements


"Despite Meta $META guiding for $115-135B in capex for [----] up nearly $53B YoY at midpoint CFO Susan Li said Meta will "likely still be constrained through much of [----] until additional capacity from our own facilities comes online later in the year. $NVDA $AMD $AVGO"  
[X Link](https://x.com/Beth_Kindig/status/2019075649877454927)  2026-02-04T15:48Z 172.1K followers, 17.3K engagements


"Alphabet $GOOG reported Q4 capex up 95% YoY to $27.85 billion accelerating from 83% growth in Q3. [----] capex reached $91.45 billion up 74% YoY. $MSFT $META $AMZN"  
[X Link](https://x.com/Beth_Kindig/status/2019170238265508164)  2026-02-04T22:04Z 172.1K followers, 48.4K engagements


"For [----] Alphabet $GOOG forecast capex between $175-185 billion up nearly 97% YoY at midpoint and more than 50% above estimates for $119.5 billion. $MSFT $META $AMZN $NVDA $AVGO Alphabet $GOOG reported Q4 capex up 95% YoY to $27.85 billion accelerating from 83% growth in Q3. [----] capex reached $91.45 billion up 74% YoY. $MSFT $META $AMZN Alphabet $GOOG reported Q4 capex up 95% YoY to $27.85 billion accelerating from 83% growth in Q3. [----] capex reached $91.45 billion up 74% YoY. $MSFT $META $AMZN"  
[X Link](https://x.com/Beth_Kindig/status/2019171470430097704)  2026-02-04T22:09Z 172K followers, 38.2K engagements


"Earlier this month I joined @cvpayne in studio to discuss my top AI stock pick for [----] -- a company solving one of the most mission-critical constraints in AI data centers: power. https://twitter.com/i/web/status/2019177320796369205 https://twitter.com/i/web/status/2019177320796369205"  
[X Link](https://x.com/Beth_Kindig/status/2019177320796369205)  2026-02-04T22:32Z 172K followers, 61K engagements


"Anthropic reportedly raised its [----] revenue forecast by 20% to $18 billion before more than tripling to $55 billion in [----]. $MSFT $GOOG $AMZN"  
[X Link](https://x.com/Beth_Kindig/status/2019446089368150272)  2026-02-05T16:20Z 172K followers, 81.1K engagements


"By [----] under its most optimistic scenario Anthropic reportedly projects $149 billion in revenue which is $3 billion more than OpenAIs projection for the same year. $MSFT $GOOG $AMZN Anthropic reportedly raised its [----] revenue forecast by 20% to $18 billion before more than tripling to $55 billion in [----]. $MSFT $GOOG $AMZN Anthropic reportedly raised its [----] revenue forecast by 20% to $18 billion before more than tripling to $55 billion in [----]. $MSFT $GOOG $AMZN"  
[X Link](https://x.com/Beth_Kindig/status/2019470250794774814)  2026-02-05T17:56Z 172K followers, 50.5K engagements


"In this weeks upcoming free newsletter the team takes a break from AI coverage to talk about what is most top of mind the broad market as key market participants such as the Mag [--] are selling off and showing concerning signs of topping. Link in bio. $SPY $BTC $MSFT $AMZN"  
[X Link](https://x.com/Beth_Kindig/status/2019548834893086849)  2026-02-05T23:08Z 172K followers, 20.2K engagements


"SK Hynix has reportedly secured 70% of Nvidias $NVDA HBM orders for Vera Rubin per Yonhap up from prior estimates for 50%. $MU $AMD"  
[X Link](https://x.com/Beth_Kindig/status/2019808680364097573)  2026-02-06T16:21Z 172K followers, 95.6K engagements


"The capacity race continues as Microsoft $MSFT CEO Satya Nadella announced that Microsoft added nearly [--] gigawatt of total capacity this quarter alone. $AMZN $GOOG $META $NVDA"  
[X Link](https://x.com/Beth_Kindig/status/2019910091911135530)  2026-02-06T23:04Z 172.1K followers, 27.3K engagements


"Tune in to Making Money with @cvpayne at 2pm EST where I share my thoughts on the recent software stock selloff"  
[X Link](https://x.com/Beth_Kindig/status/2020928793498747321)  2026-02-09T18:32Z 172K followers, 10.7K engagements


"Databricks completed a $7 billion funding round including $5 billion in equity and $2 billion in debt valuing the firm at $134 billion. Databricks added that its revenue run rate surpassed $5.4 billion up 65% YoY with AI products reaching a $1.4 billion run rate. $SNOW $MSFT $AMZN $NVDA https://twitter.com/i/web/status/2020991903156797816 https://twitter.com/i/web/status/2020991903156797816"  
[X Link](https://x.com/Beth_Kindig/status/2020991903156797816)  2026-02-09T22:43Z 172K followers, 43.4K engagements


"Cloudflare $NET reported Q4 revenue of $614.5 million accelerating to 33.6% YoY from 30.7% growth in Q3 and 26.5% growth at the start of [----]. For Q1 Cloudflare guided revenue to be $620-621 million decelerating to 29.5% at midpoint. $DDOG $NOW $PLTR $SNOW"  
[X Link](https://x.com/Beth_Kindig/status/2021367503419797978)  2026-02-10T23:35Z 172K followers, 20.9K engagements


"TSMC $TSM reported January revenue up 36.8% YoY and 19.8% MoM to NT$401.3B accelerating from 20.4% YoY growth in December on strong AI demand. $NVDA $AMD $AVGO"  
[X Link](https://x.com/Beth_Kindig/status/2021647253975273769)  2026-02-11T18:07Z 172.1K followers, 16.6K engagements


"Meta $META announced it is breaking ground on a $10B data center in Indiana designed to scale to 1GW with operations expected to begin around the end of [----] or early [----] per Bloomberg. $AMZN $MSFT $GOOG"  
[X Link](https://x.com/Beth_Kindig/status/2021731469417201828)  2026-02-11T23:41Z 172K followers, 26.9K engagements


"These stocks have the highest profit margins over the past year: Visa $V: 51% Taiwan Semiconductor $TSM: 43% Texas Instruments $TXN: 43% Broadcom $AVGO: 34% Microsoft $MSFT: 34% Universal Display $OLED: 34% Tencent $TCEHY: 34% KLA Corp $KLAC: 32% United Microelectronics $UMC: 32% Qualcomm $QCOM: 29% @ycharts https://twitter.com/i/web/status/1686594532773892096 https://twitter.com/i/web/status/1686594532773892096"  
[X Link](https://x.com/Beth_Kindig/status/1686594532773892096)  2023-08-02T04:27Z 172K followers, 60.9K engagements


"Only ten tech stocks with gross profit margins 75% and double-digit profit margins are forecast to see double-digit revenue growth this year: $CDNS: 89.4% gross; 23.4% net; +14.4% growth $ANSS: 88.2% gross; 25.7% net; +10.7% growth $PRGS: 83.5% gross; 12.5% net; +14.7% growth $GEN: 82.4% gross; 40.4% net; +15.7% growth $QLYS: 79.1% gross; 22.0% net; +13.1% growth $SNPS: 78.5% gross; 17.4% net; +14.4% growth $INTU: 78.5% gross; 15.9% net; +12.4% growth $DSGX: 76.6% gross; 21.4% net; +15.5% growth $FTNT: 75.9% gross; 20.5% net; +23.8% growth $RMBS: 75.1% gross; 11.8% net; +30.5% growth"  
[X Link](https://x.com/Beth_Kindig/status/1688181641640816640)  2023-08-06T13:34Z 171.9K followers, 97K engagements


"Nvidia $NVDA server manufacturer Wistron is spending more than three-quarters of a billion to expand its operations in Texas building two AI server factories"  
[X Link](https://x.com/Beth_Kindig/status/1960738350425326058)  2025-08-27T16:17Z 171.9K followers, 31.3K engagements


"AI robotics startup Figure raised $1 billion in its latest funding round valuing the firm at $39 billion with participation from Nvidia $NVDA Salesforce $CRM Intel Capital $INTC and Qualcomm Ventures $QCOM"  
[X Link](https://x.com/Beth_Kindig/status/1967972844891164827)  2025-09-16T15:24Z 172K followers, 29K engagements


"Quanta Computer's AI server head recently said that orders for Nvidia's $NVDA GB300 are "unimaginable" as the firm works to expand production capacity worldwide"  
[X Link](https://x.com/Beth_Kindig/status/1970508025065787676)  2025-09-23T15:18Z 172.1K followers, 67.8K engagements


"Arm $ARM CEO Rene Haas: One thing that's become quite evident is that power has become the bottleneck for everyone and power not only means access to energy but everything underneath it in terms of infrastructure build-out turbines transformers everything associated with generating power. $NVDA $AMD $MSFT $AMZN $GOOG https://twitter.com/i/web/status/1988354834349920743 https://twitter.com/i/web/status/1988354834349920743"  
[X Link](https://x.com/Beth_Kindig/status/1988354834349920743)  2025-11-11T21:15Z 171.9K followers, 57.6K engagements


"I/O Fund media highlights from 2025: In July I joined David Ingles and Yvonne Man on Bloomberg The China Show where I shared my thoughts on Teslas Q2 performance Alphabets AI spending and the Best AI stocks. From the AI stocks Astera Labs is up 35% since this conversation in July and $ALAB is up 75% since a conversation on Making Money at the end of May. $TSLA $GOOG https://io-fund.com/ai-stocks/nvidia-ai-stocks-io-fund-2025-highlights https://io-fund.com/ai-stocks/nvidia-ai-stocks-io-fund-2025-highlights"  
[X Link](https://x.com/Beth_Kindig/status/2005397692642394313)  2025-12-28T21:57Z 171.9K followers, 28.9K engagements


""In tech investing timing is the difference between average and extraordinary returns. For example if an investor bought Astera Labs at the beginning of the year the return would be only 27% compared to buying the stock at the beginning of April would have a staggering gain of 269% a difference of 242% within a short period of one quarter. This is exactly what the I/O Fund did adding to current positions like Nvidia $NVDA while also building new positions in four additional lesser-known AI stocks with strong outperformance. Our system of using technical analysis to layer into a position gave"  
[X Link](https://x.com/Beth_Kindig/status/2008660403874943420)  2026-01-06T22:02Z 171.9K followers, 17.1K engagements


"The I/O Fund has long held that risk management should carry equal weight to alpha generation. As a result some of our most important wins are not always reflected in returns but in losses avoided. In August we hosted a rare public one-hour webinarour only free webinar of the yearto walk through why a Bitcoin $BTC selloff was increasingly likely. At the time Co-Portfolio Manager @knox_ridley was confident enough in his analysis to openly challenge lofty crypto price targets referring to consensus optimism as the herd. Read more below."  
[X Link](https://x.com/Beth_Kindig/status/2010828974134288408)  2026-01-12T21:39Z 171.9K followers, 15.9K engagements


"AI training and inference demand is expected to more than triple by [----] rising from 44GW in [----] to more than 155GW by [----]. $NVDA $AMD $AVGO"  
[X Link](https://x.com/Beth_Kindig/status/2013036226865922442)  2026-01-18T23:50Z 171.9K followers, 73.7K engagements


"Morgan Stanley on memory: Our analysis suggests that text-only AI inference alone could account for 35% of [----] global memory supply for DRAM and 92% for NAND. $MU $AMD $NVDA $AVGO $SNDK"  
[X Link](https://x.com/Beth_Kindig/status/2014755547581403445)  2026-01-23T17:42Z 171.8K followers, 123.7K engagements


"Nvidias $NVDA first Rubin shipments could be as early as August this year according to a Quanta Computer executive though this would be in small volume"  
[X Link](https://x.com/Beth_Kindig/status/2014835819450630299)  2026-01-23T23:01Z 172.1K followers, 44.1K engagements


"Nvidia and CoreWeave are expanding their partnership to enable the neocloud to accelerate the buildout of 5GW of AI data center capacity by [----] with $NVDA investing $2B in $CRWV at $87.20 per share"  
[X Link](https://x.com/Beth_Kindig/status/2015816199032963325)  2026-01-26T15:56Z 171.8K followers, 30.1K engagements


"Tomorrow I will be presenting at Seeking Alpha's Top Ideas [----] Investing event at 1:30 pm EST to discuss my top stock pick of [----]. Sign up with this link: Anyone want to guess what the stock will be @SeekingAlpha https://seekingalpha.com/events/top_ideas_2026 https://seekingalpha.com/events/top_ideas_2026"  
[X Link](https://x.com/Beth_Kindig/status/2015894057147383977)  2026-01-26T21:06Z 171.9K followers, 49K engagements


"Micron $MU will invest $24 billion to boost NAND capacity in Singapore to help meet rising demand for its high-end flash memory chips with the first outputs expected by the second half of [----]. $NVDA $AMD"  
[X Link](https://x.com/Beth_Kindig/status/2016243091494015371)  2026-01-27T20:13Z 171.9K followers, 25.8K engagements


"Meta $META is committing to pay up to $6 billion through [----] to Corning $GLW for optical fiber and connectivity products for its AI data centers including its 1GW Prometheus campus and its 5GW Hyperion campus"  
[X Link](https://x.com/Beth_Kindig/status/2016260579350954235)  2026-01-27T21:22Z 171.9K followers, 51K engagements


"Corning $GLW CEO Wendell Weeks says that [--] million miles of optical fiber will be needed in Meta's $META 5GW Hyperion campus alone per CNBC. Meta $META is committing to pay up to $6 billion through [----] to Corning $GLW for optical fiber and connectivity products for its AI data centers including its 1GW Prometheus campus and its 5GW Hyperion campus. Meta $META is committing to pay up to $6 billion through [----] to Corning $GLW for optical fiber and connectivity products for its AI data centers including its 1GW Prometheus campus and its 5GW Hyperion campus"  
[X Link](https://x.com/Beth_Kindig/status/2016277604899111332)  2026-01-27T22:30Z 171.9K followers, 45.3K engagements


"ASML $ASML reported a record [----] billion ($15.8 billion) in bookings in Q4 nearly double the estimate of [----] billion. EUV machines accounted for more than half of bookings at [---] billion. $TSM $AMAT $LRCX $NVDA"  
[X Link](https://x.com/Beth_Kindig/status/2016542489100812365)  2026-01-28T16:02Z 171.9K followers, 18.7K engagements


"Microsoft $MSFT reported $81.3 billion in revenue in fiscal Q2 up 17% YoY while adjusted EPS rose 24% to $4.14 beating estimates for $80.3 billion and $3.92. Azure revenue grew 39% YoY and 38% in constant currency a [--] point deceleration from Q1. $AMZN $GOOG"  
[X Link](https://x.com/Beth_Kindig/status/2016623073143738438)  2026-01-28T21:23Z 171.9K followers, 60.4K engagements


"Meta $META reported Q4 revenue up 23.8% YoY to $59.89 billion ahead of estimates for $58.47 billion while EPS was $8.88 ahead of estimates for $8.22. For Q1 Meta guided for revenue of $53.5-56.5 billion up 30% YoY at midpoint and ahead of estimates for $51.47 billion. $NVDA $AVGO https://twitter.com/i/web/status/2016626108423119143 https://twitter.com/i/web/status/2016626108423119143"  
[X Link](https://x.com/Beth_Kindig/status/2016626108423119143)  2026-01-28T21:35Z 171.9K followers, 40K engagements


"Microsoft's $MSFT fiscal Q2 capex was $37.5 billion up 66% YoY with roughly two-thirds for short-lived assets primarily GPUs and CPUs to support Azure demand. $NVDA $AMZN $GOOG Microsoft $MSFT reported $81.3 billion in revenue in fiscal Q2 up 17% YoY while adjusted EPS rose 24% to $4.14 beating estimates for $80.3 billion and $3.92. Azure revenue grew 39% YoY and 38% in constant currency a [--] point deceleration from Q1. $AMZN $GOOG Microsoft $MSFT reported $81.3 billion in revenue in fiscal Q2 up 17% YoY while adjusted EPS rose 24% to $4.14 beating estimates for $80.3 billion and $3.92. Azure"  
[X Link](https://x.com/Beth_Kindig/status/2016626699559985374)  2026-01-28T21:37Z 171.8K followers, 37K engagements


"Meta $META guided for $115-135 billion in capex for [----] up 73% YoY at midpoint and more than 3X the $39.2 billion it spent in just [----]. $NVDA $AVGO Meta $META reported Q4 revenue up 23.8% YoY to $59.89 billion ahead of estimates for $58.47 billion while EPS was $8.88 ahead of estimates for $8.22. For Q1 Meta guided for revenue of $53.5-56.5 billion up 30% YoY at midpoint and ahead of estimates for $51.47 billion. Meta $META reported Q4 revenue up 23.8% YoY to $59.89 billion ahead of estimates for $58.47 billion while EPS was $8.88 ahead of estimates for $8.22. For Q1 Meta guided for revenue"  
[X Link](https://x.com/Beth_Kindig/status/2016627861734437153)  2026-01-28T21:42Z 171.9K followers, 26.1K engagements


"Microsoft $MSFT has unveiled its Maia [---] custom AI accelerator designed for inference noting that the chip can deliver 3X the FP4 performance as Amazons $AMZN Trainium3 chip and more FP8 performance than Googles $GOOG seventh-gen TPU. $NVDA $AVGO"  
[X Link](https://x.com/Beth_Kindig/status/2016944290740457761)  2026-01-29T18:39Z 171.8K followers, 53.6K engagements


"Microsoft $MSFT says the Maia [---] is the most efficient inference system the company has deployed and offers 30% better performance per dollar versus the latest generation in its fleet. $AMZN $GOOG $NVDA $AVGO Microsoft $MSFT has unveiled its Maia [---] custom AI accelerator designed for inference noting that the chip can deliver 3X the FP4 performance as Amazons $AMZN Trainium3 chip and more FP8 performance than Googles $GOOG seventh-gen TPU. $NVDA $AVGO Microsoft $MSFT has unveiled its Maia [---] custom AI accelerator designed for inference noting that the chip can deliver 3X the FP4"  
[X Link](https://x.com/Beth_Kindig/status/2016957518719734260)  2026-01-29T19:32Z 171.8K followers, 31K engagements


"Apple $AAPL reported its fastest growth in more than [--] years in fiscal Q1 with revenue up 15.7% YoY to $143.8 billion with iPhone revenue up 23.3% to a record $85.3 billion versus estimates for $78.2 billion"  
[X Link](https://x.com/Beth_Kindig/status/2016999887917719961)  2026-01-29T22:20Z 171.8K followers, 14.4K engagements


"SoftBank is reportedly looking to invest up to an additional $30 billion in OpenAI as part of a potential $100 billion funding round that would value the ChatGPT parent at $830 billion per the WSJ. $META $AMZN $NVDA $GOOG"  
[X Link](https://x.com/Beth_Kindig/status/2017014120256532669)  2026-01-29T23:16Z 171.9K followers, 21.8K engagements


"ChatGPTs share of direct web traffic among AI chatbots is around 64-65% down from 86% a year ago per Similarweb while $GOOG Geminis share has risen 315% to 21-22% on rising user adoption. $MSFT $ORCL $AMZN $NVDA"  
[X Link](https://x.com/Beth_Kindig/status/2017303541505810508)  2026-01-30T18:26Z 171.9K followers, 25.2K engagements


"I apologize to my Research Members for ruining your weekend My quarterly Top [--] AI Stocks Report for Q1 [----] runs [--] pages and over [-----] words nearly a novel. Don't miss this report that breaks down where AI dollars are flowing today and the stocks at the center of this massive shift. Link in bio"  
[X Link](https://x.com/Beth_Kindig/status/2017315968368713918)  2026-01-30T19:16Z 171.9K followers, 53.8K engagements


"Taiwans exports accelerated from 39.5% YoY in November to 43.8% YoY in December above expectations for 36.1-39.8% with January exports expected to accelerate further to 45.7-49.9% YoY on strong AI demand. $NVDA $TSM $AVGO $AMD"  
[X Link](https://x.com/Beth_Kindig/status/2017358020573831495)  2026-01-30T22:03Z 171.9K followers, 29.4K engagements


"TrendForce projects that the global memory market could rise 134% YoY in [----] to $551.6 billion with DRAM revenue up 144% to $404.3 billion on strong CSP demand tight DRAM supply and strong price hikes. $MU $AMD $NVDA $AVGO"  
[X Link](https://x.com/Beth_Kindig/status/2017376882090467759)  2026-01-30T23:18Z 172K followers, 77.8K engagements


"Data center developers expect one-fifth of sites to exceed 1GW by [----] and one-third by [----] up from just one-tenth today per Bloom. $MSFT $AMZN $GOOG $ORCL $NVDA"  
[X Link](https://x.com/Beth_Kindig/status/2017630405420060968)  2026-01-31T16:05Z 172.1K followers, 54.7K engagements


"By [----] TrendForce projects the memory market to rise another 53% YoY to $842.7 billion again led by DRAM with growth of 65% YoY to $667 billion. This would represent approximately 7X growth in DRAM revenue from 2024s $95.9 billion. $MU $AMD $NVDA $AVGO TrendForce projects that the global memory market could rise 134% YoY in [----] to $551.6 billion with DRAM revenue up 144% to $404.3 billion on strong CSP demand tight DRAM supply and strong price hikes. $MU $AMD $NVDA $AVGO TrendForce projects that the global memory market could rise 134% YoY in [----] to $551.6 billion with DRAM revenue up 144%"  
[X Link](https://x.com/Beth_Kindig/status/2017711246938628377)  2026-01-31T21:27Z 172K followers, 56.3K engagements


"Counterpoint Research estimates that cumulative AI ASICs shipments will reach [--] million at the top [--] hyperscalers from [----] through [----] with [--] million shipments in [----]. $AVGO $GOOG $META $MSFT"  
[X Link](https://x.com/Beth_Kindig/status/2017727353653272877)  2026-01-31T22:31Z 172.1K followers, 19.5K engagements


"This week I spoiled I/O Fund Members with a 60+ page report on the Top [--] AI Stocks for Q1 [----]. Don't miss this in-depth report detailing many under-the-radar stocks leading the three key pillars of AI: networking inference and energy. Link in bio"  
[X Link](https://x.com/Beth_Kindig/status/2017759109269835937)  2026-02-01T00:37Z 172K followers, 22.9K engagements


"In my analysis hitting inboxes today I examine what TSMC $TSM is signaling about the strength of the AI trade in commentary that offers multi-year visibility - which few companies in the AI ecosystem can match. Link in bio. $NVDA $AMD $AVGO"  
[X Link](https://x.com/Beth_Kindig/status/2017957710881308702)  2026-02-01T13:46Z 171.9K followers, 16.3K engagements


"AI server shipments are forecast to rise 28% YoY in [----] accelerating from 24% in [----] per TrendForce with the $NVDA GB300 serving as a main driver. $AVGO $AMD"  
[X Link](https://x.com/Beth_Kindig/status/2018038752598270450)  2026-02-01T19:08Z 172K followers, 54.3K engagements


"The market share of ASICs-based servers is projected to reach nearly 28% in [----] up from 21% in [----] with TrendForce pointing to Google and Meta expanding ASICs as key drivers. $AVGO $META $GOOG $AMZN $NVDA AI server shipments are forecast to rise 28% YoY in [----] accelerating from 24% in [----] per TrendForce with the $NVDA GB300 serving as a main driver. $AVGO $AMD AI server shipments are forecast to rise 28% YoY in [----] accelerating from 24% in [----] per TrendForce with the $NVDA GB300 serving as a main driver. $AVGO $AMD"  
[X Link](https://x.com/Beth_Kindig/status/2018092309464633572)  2026-02-01T22:41Z 172.1K followers, 33.3K engagements


"While Big Techs capex remains a useful barometer for AI demand TSMCs capex plans send a more powerful signal on the durability of AI chip growth. Below we break down how TSMCs $TSM capex and commentary reinforce confidence in a multi-year AI accelerator megatrend ahead and what it means for the stock. $NVDA $AMD $AVGO https://io-fund.com/ai-stocks/future-ai-stocks-tsmc-megatrend https://io-fund.com/ai-stocks/future-ai-stocks-tsmc-megatrend"  
[X Link](https://x.com/Beth_Kindig/status/2018334897081827594)  2026-02-02T14:45Z 172.1K followers, 22.7K engagements


"Oracle $ORCL is planning to raise between $45-50 billion through a combination of debt and equity to help build cloud capacity to meet demand with a bond sale launched today expected to raise $20-25 billion. $NVDA $AMD $MSFT $GOOG $AMZN"  
[X Link](https://x.com/Beth_Kindig/status/2018370670107775243)  2026-02-02T17:07Z 172K followers, 15.1K engagements


"Palantir's $PLTR US commercial revenue accelerated to its fastest growth rate since the start of [----] at 137% YoY in Q4 to $507 million. The segment's growth has accelerated [--] points since Q1's 71% YoY growth"  
[X Link](https://x.com/Beth_Kindig/status/2018465224723206601)  2026-02-02T23:23Z 172.1K followers, 14K engagements


"AI search startup Perplexity signed a three-year $750 million deal with Microsoft $MSFT to use its Foundry platform to access frontier models from OpenAI Anthropic and xAI in its first agreement signed outside of $AMZN AWS. $NVDA"  
[X Link](https://x.com/Beth_Kindig/status/2018721101371637844)  2026-02-03T16:19Z 172.1K followers, 23.4K engagements


"RT @Beth_Kindig: TSMC $TSM reported January revenue up 36.8% YoY and 19.8% MoM to NT$401.3B accelerating from 20.4% YoY growth in December"  
[X Link](https://x.com/Beth_Kindig/status/2021706513572643097)  2026-02-11T22:02Z 172.1K followers, [--] engagements


"RT @Beth_Kindig: Alphabet $GOOG CEO Sundar Pichai: Our first party models like Gemini now process over [--] billion tokens per minute vi"  
[X Link](https://x.com/Beth_Kindig/status/2021706523584475596)  2026-02-11T22:02Z 172.1K followers, [--] engagements


"RT @Beth_Kindig: At this rate Google is now processing more than [--] quadrillion tokens annualized. $GOOG $MSFT $AMZN $NVDA"  
[X Link](https://x.com/Beth_Kindig/status/2021755129918079184)  2026-02-12T01:16Z 172.1K followers, [--] engagements


"Nvidia $NVDA and Schneider Electric have unveiled an AI data center infrastructure and cooling design capable of supporting high-density GPU clusters up to [---] kW per rack. The customizable designs will be used for GB200 NVL72 servers"  
[X Link](https://x.com/Beth_Kindig/status/1864374520003371090)  2024-12-04T18:21Z 172K followers, 48.8K engagements


"Nvidias $NVDA next-generation Blackwell Ultra GB300 servers are expected to hit the market in mid-2025 featuring much faster performance and requiring fully-liquid cooled racks. $AMD $SMCI $DELL https://t.co/eNBy5z25rn https://t.co/eNBy5z25rn"  
[X Link](https://x.com/Beth_Kindig/status/1866569375630889327)  2024-12-10T19:43Z 172K followers, 60.4K engagements


"Nvidia $NVDA Intel Capital $INTC and Google $GOOG are backing AI startup AI21 Labs' $300M Series D round which develops LLMs for enterprise use cases"  
[X Link](https://x.com/Beth_Kindig/status/1924889424036323667)  2025-05-20T18:06Z 172K followers, 19.7K engagements


"Samsung reportedly is planning to start production of its HBM4 next month to supply to Nvidia $NVDA with reports saying the company has passed qualification tests for both Nvidia and AMD $AMD. $MU"  
[X Link](https://x.com/Beth_Kindig/status/2017011879772627284)  2026-01-29T23:08Z 172K followers, 26.5K engagements


"Nvidia Amazon and Microsoft are said to be in talks to invest up to $60 billion in OpenAI with Nvidia said to invest up to $30 billion Microsoft less than $10 billion and Amazon more than $10 or $20 billion. However some reports suggest Amazon could invest up to $50 billion. $NVDA $AMZN $MSFT $GOOG https://twitter.com/i/web/status/2018361164841824272 https://twitter.com/i/web/status/2018361164841824272"  
[X Link](https://x.com/Beth_Kindig/status/2018361164841824272)  2026-02-02T16:29Z 172K followers, 90.5K engagements


"Palantir $PLTR also guided for [----] revenue to be $7.19 billion at midpoint accelerating from 56.1% YoY in [----] to 60.7% and coming in $900 million ahead of consensus for $6.29 billion. Palantir $PLTR reported 70% revenue growth in Q4 to $1.407 billion accelerating from 62.8% growth in Q3. Q1 revenue was guided to be $1.532-1.536 billion or a [---] point acceleration to 73.6% YoY at midpoint. https://t.co/0ZaNMHXYZN Palantir $PLTR reported 70% revenue growth in Q4 to $1.407 billion accelerating from 62.8% growth in Q3. Q1 revenue was guided to be $1.532-1.536 billion or a [---] point acceleration"  
[X Link](https://x.com/Beth_Kindig/status/2018471027962208626)  2026-02-02T23:46Z 172K followers, 43.9K engagements


"Amazons $AMZN investment reportedly could include separate negotiations such as OpenAI expanding its cloud services agreement with AWS or a commercial agreement with OpenAI to sell enterprise ChatGPT subscriptions to Amazon. $MSFT $NVDA $ORCL Nvidia Amazon and Microsoft are said to be in talks to invest up to $60 billion in OpenAI with Nvidia said to invest up to $30 billion Microsoft less than $10 billion and Amazon more than $10 or $20 billion. However some reports suggest Amazon could invest up to $50 Nvidia Amazon and Microsoft are said to be in talks to invest up to $60 billion in OpenAI"  
[X Link](https://x.com/Beth_Kindig/status/2018724822625497192)  2026-02-03T16:34Z 172K followers, 35.5K engagements


"These stocks had the lowest stock based compensation per share over the past year: Aehr Test Systems $AEHR: [--] Super Micro Computer $SMCI: [--] Synaptics $SYNA: [--] AT&T $T: [--] Verizon $VZ: [--] Taiwan Semiconductor $TSM: [-----] United Microelectronics $UMC: [----] First Solar $FSLR: [----] Fortinet $FTNT: [----] Palantir $PLTR: [----] Visa $V: [----] Microchip $MCHP: [----] @ycharts https://twitter.com/i/web/status/1693720375824453875 https://twitter.com/i/web/status/1693720375824453875"  
[X Link](https://x.com/Beth_Kindig/status/1693720375824453875)  2023-08-21T20:23Z 172K followers, 30K engagements


"The Magnificent [--] is becoming the Magnificent [--]. Like dominos it appears that key market generals are starting to roll over. $AAPL $AMZN $GOOG $META $MSFT $NVDA $TSLA"  
[X Link](https://x.com/Beth_Kindig/status/1754592829999808536)  2024-02-05T19:48Z 172.1K followers, 370K engagements


"Despite a nearly 750% rally since October [----] Nvidias $NVDA shares are trading at nearly the same forward P/E valuation at $950 than they were in the $110s"  
[X Link](https://x.com/Beth_Kindig/status/1793012757098283219)  2024-05-21T20:15Z 172.1K followers, 117.9K engagements


"AI is projected to send electricity demand soaring: Wells Fargo estimates AI power demand could rise from 8TWh in [----] to [---] TWh by [----]. What are your favorite AI power consumption plays"  
[X Link](https://x.com/anyuser/status/1797020319141482817)  2024-06-01T21:40Z 172K followers, 469.8K engagements


"Nvidia $NVDA has reportedly already reserved more than half of TSMC's $TSM CoWoS capacity for next year as it plans to quickly ramp Blackwell. $AMD $AVGO $QCOM $INTC"  
[X Link](https://x.com/Beth_Kindig/status/1856873275122749804)  2024-11-14T01:34Z 172.1K followers, 79.4K engagements


"Chip package substrate manufacturer Ibiden is said to be weighing faster capacity expansion plans to meet heightened demand from AI-driven clients Nvidia $NVDA AMD $AMD Intel $INTC and TSMC $TSM. Ibidens newest factory is expected to be online at 25% capacity by year end and 50% capacity in early [----] though this may not be fast enough. https://twitter.com/i/web/status/1877367592152621549 https://twitter.com/i/web/status/1877367592152621549"  
[X Link](https://x.com/Beth_Kindig/status/1877367592152621549)  2025-01-09T14:51Z 172K followers, 14.2K engagements


"Nvidia $NVDA has reportedly secured over 70% of TSMC's $TSM CoWoS-L capacity for [----] with shipment volumes said to be increasing 20% each quarter according to TrendForce"  
[X Link](https://x.com/Beth_Kindig/status/1897378470289957285)  2025-03-05T20:07Z 172.1K followers, 106.9K engagements


"Ahead of earnings yesterday I stated on @cvpayne that Nvidia $NVDA could see a price in the mid-to-high $200s by this time next year. That equates to more than a $6.5T market cap from Blackwell and Blackwell Ultra -- or 2/3 of the way to my original $10T prediction by 2030"  
[X Link](https://x.com/Beth_Kindig/status/1928072962415947962)  2025-05-29T12:56Z 172.1K followers, 88.4K engagements


"I spoke with @cvpayne following Nvidias earnings discussing why I believe Nvidia $NVDA could have 50% to 75% upside in its valuation for this one simple reason"  
[X Link](https://x.com/Beth_Kindig/status/1931441601177338001)  2025-06-07T20:02Z 172.1K followers, 160.1K engagements


"AI demand is 24/7. So is data center powerand thats a clue to the next breakout stock"  
[X Link](https://x.com/Beth_Kindig/status/1953464144910557357)  2025-08-07T14:32Z 172.1K followers, 425.8K engagements


"Morgan Stanley forecasts global data center spending will triple from $307 billion in [----] to $920 billion in [----] with chip and server spending rising from $178 billion to $484 billion. $MSFT $AMZN $GOOG $NVDA $AMD $AVGO"  
[X Link](https://x.com/Beth_Kindig/status/1959295194152484909)  2025-08-23T16:42Z 172.1K followers, 140.4K engagements


"Oracle $ORCL CEO Safra Catz: "As a bit of a preview we expect Oracle Cloud Infrastructure revenue to grow 77% to $18 billion this fiscal yearand then increase to $32 billion $73 billion $114 billion and $144 billion over the subsequent four years.""  
[X Link](https://x.com/Beth_Kindig/status/1965509769273434401)  2025-09-09T20:17Z 172.1K followers, 381K engagements


"Alphabet $GOOG says that its data centers deliver over six times more computing power per unit of electricity than they did just five years ago driven by improvements in its TPUs each generation. $NVDA $AVGO $AMD"  
[X Link](https://x.com/Beth_Kindig/status/1971627107576172682)  2025-09-26T17:25Z 172.1K followers, 61.1K engagements


"Three years ago Nvidia AMD and Broadcom were worth $607 billion. Now the three are worth $6.79 trillion. $NVDA $AMD $AVGO"  
[X Link](https://x.com/Beth_Kindig/status/1982926340023267766)  2025-10-27T21:44Z 172.1K followers, 173.7K engagements


"AI cloud startup Fluidstack is said to be in talks to raise $700 million in funding at a $7 billion valuation with the company striking deals to develop data centers with TeraWulf $WULF and Cipher Mining $CIFR. $GOOG $NVDA"  
[X Link](https://x.com/Beth_Kindig/status/1999561286204465309)  2025-12-12T19:25Z 172.1K followers, 51.5K engagements


"Amazon $AMZN CEO Andy Jassy: "With such strong demand for our existing offerings and seminal opportunities like AI chips robotics and low earth orbit satellites we expect to invest about $200 billion in capital expenditures across Amazon in [----] and anticipate strong long-term return on invested capital." $MSFT $GOOG $NVDA $AVGO $AMD https://twitter.com/i/web/status/2019524162885448183 https://twitter.com/i/web/status/2019524162885448183"  
[X Link](https://x.com/Beth_Kindig/status/2019524162885448183)  2026-02-05T21:30Z 172K followers, 90.1K engagements


"Power grid delays are said to be challenging Amazons $AMZN data center expansion in Europe with company executives saying that grid connection timelines which could span [--] years are one of the biggest factors in its data center investment plans. $MSFT $GOOG $NVDA"  
[X Link](https://x.com/Beth_Kindig/status/2020989773020791072)  2026-02-09T22:34Z 172.1K followers, 64.2K engagements


"Intel CEO Lip-Bu Tan: I think in terms of the AI the biggest challenge I think for a lot of my customer is memory. Memory actually there's no relief as far as I know when I talk to only [--] key players [--] of them I talked to very frequently. And then they told me that Lip-Bu there's no relief until [----]. $INTC $AMD $MU $NVDA"  
[X Link](https://x.com/Beth_Kindig/status/2021241560109576196)  2026-02-10T15:15Z 172K followers, 44.6K engagements


"AMD $AMD CEO Lisa Su: Based on the strength of our EPYC and Instinct road maps we are well positioned to grow Data Center segment revenue by more than 60% annually over the next [--] to [--] years and scale our AI business to tens of billions in annual revenue in [----]. $NVDA $AVGO"  
[X Link](https://x.com/Beth_Kindig/status/2021274441137652015)  2026-02-10T17:25Z 172.1K followers, 36.7K engagements


"At this rate Google is now processing more than [--] quadrillion tokens annualized. $GOOG $MSFT $AMZN $NVDA Alphabet $GOOG CEO Sundar Pichai: Our first party models like Gemini now process over [--] billion tokens per minute via direct API use by our customers and the Gemini App has grown to over [---] million monthly active users. $MSFT $AMZN $NVDA $AVGO Alphabet $GOOG CEO Sundar Pichai: Our first party models like Gemini now process over [--] billion tokens per minute via direct API use by our customers and the Gemini App has grown to over [---] million monthly active users. $MSFT $AMZN $NVDA $AVGO"  
[X Link](https://x.com/Beth_Kindig/status/2021705621955817652)  2026-02-11T21:59Z 172K followers, 39.3K engagements


"Is there room for one more in the Old Boys' Club Stanley Druckenmiller: 4.61% Ray Dalio: 6.91% Bill Ackman: 9.44% I/O Fund: 15.50%"  
[X Link](https://x.com/Beth_Kindig/status/1658882822944194584)  2023-05-17T17:11Z 172K followers, 1.1M engagements


"Since October of last year the broader market appears to have entered a multi-month topping process. Bitcoin $BTC and high beta stocks peaked first and that weakness has since broadened. The Magnificent [--] have also begun to divergesix of the seven are trending lower relative to the broader market. In the analysis below Portfolio Manager @knox_ridley examines what these warning signals imply for investors in Q1 and beyond. $MSFT $AMZN $GOOG https://io-fund.com/broad-market/sp500-outlook-2026-volatility-support-levels https://io-fund.com/broad-market/sp500-outlook-2026-volatility-support-levels"  
[X Link](https://x.com/Beth_Kindig/status/2019870768402719069)  2026-02-06T20:28Z 172K followers, 37.9K engagements


"Texas could capture nearly 30% data center market share in the US by [----] with its share expected to rise 142% over the next three years on strong data center growth per Bloom. $MSFT $AMZN $ORCL $GOOG"  
[X Link](https://x.com/Beth_Kindig/status/2020262541784678523)  2026-02-07T22:24Z 172K followers, 43.1K engagements


"TSMCs $TSM 2nm capacity is reportedly almost fully booked with Apple $AAPL said to take more than half of capacity this year while GPUs and ASICs from AMD $AMD Google $GOOG and Amazon $AMZN are expected to ramp in [----] on the node"  
[X Link](https://x.com/Beth_Kindig/status/2020949661079740774)  2026-02-09T19:55Z 172K followers, 39.1K engagements


"Snowflake $SNOW recently entered into a $200 million partnership with OpenAI to integrate its AI models into Snowflake's platform and make them available across Azure AWS and Google Cloud. $MSFT $AMZN $GOOG"  
[X Link](https://x.com/Beth_Kindig/status/2021310719463960590)  2026-02-10T19:50Z 172K followers, 20.7K engagements


"Alphabet $GOOG CEO Sundar Pichai: Our first party models like Gemini now process over [--] billion tokens per minute via direct API use by our customers and the Gemini App has grown to over [---] million monthly active users. $MSFT $AMZN $NVDA $AVGO"  
[X Link](https://x.com/Beth_Kindig/status/2021632089372950538)  2026-02-11T17:07Z 172K followers, 80.1K engagements


"Foxconns monthly revenue accelerated again in January to 35.5% YoY driven by strong AI demand as AI rack shipments continue to rise. $NVDA $TSM $AMD"  
[X Link](https://x.com/Beth_Kindig/status/2021995736850980939)  2026-02-12T17:12Z 172.1K followers, 14.6K engagements


"Anthropic says it will cover 100% of grid upgrades needed to interconnect its data centers work to bring net-new power generation online to meet its needs and cover demand-driven price effects from its data centers. $MSFT $AMZN $GOOG $ORCL"  
[X Link](https://x.com/Beth_Kindig/status/2022009573880869371)  2026-02-12T18:07Z 172K followers, 20.6K engagements


"Anthropic has raised $30 billion at a $380 billion valuation more than doubling its $183 billion valuation from September. $MSFT $GOOG $AMZN $NVDA"  
[X Link](https://x.com/Beth_Kindig/status/2022083342162932115)  2026-02-12T23:00Z 172.1K followers, 17.8K engagements


"In August the I/O Fund warned that global liquidity and sentiment patterns suggested Bitcoin was nearing a top and since then $BTC has fallen nearly (48%). This week we return with a fresh look at $BTC during this selloff -- get the full details and updated price levels were watching in this weeks newsletter. Link in bio. They sold the [----] top in Bitcoin $BTC and bought the [----] low. Now they are discussing whats next in a FREE [--] hour webinar Aug [--] 4:30 PM EST w/ @knox_ridley of the I/O Fund and @V_Duchaine of WealthUmbrella. Join below to access their tactical crypto and market playbook."  
[X Link](https://x.com/Beth_Kindig/status/2022308794848411874)  2026-02-13T13:56Z 172K followers, 18.6K engagements


"Google Cloud $GOOG notched a sharp [--] point acceleration in Q4 to 48% YoY to $17.66 billion in revenue surpassing a $70 billion run rate. $MSFT $AMZN"  
[X Link](https://x.com/Beth_Kindig/status/2022325324386591165)  2026-02-13T15:01Z 172K followers, [----] engagements


"OpenAI is releasing its first model that runs on chips from startup Cerebras GPT-5.3-Codex-Spark intended to be a faster but less powerful version of its Codex model for coding. $MSFT $AMZN $GOOG $NVDA"  
[X Link](https://x.com/Beth_Kindig/status/2022349490611540357)  2026-02-13T16:37Z 172.1K followers, [----] engagements


"in December [----] we helped guide our free readers through Bitcoins bottom and the rally that followed and later warned of a potential top in August [----]. Using the same disciplined framework that identified both prior inflection points we outline our updated outlook and revised price targets for $BTC in the analysis below. https://io-fund.com/crypto/bitcoin-after-cycle-peak https://io-fund.com/crypto/bitcoin-after-cycle-peak"  
[X Link](https://x.com/Beth_Kindig/status/2022403326328156494)  2026-02-13T20:11Z 172K followers, [----] engagements

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