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

No direct information about Beth Kindig is available, however major AI and tech companies are making significant advancements. Nvidia, AMD, and TSMC are driving growth in the AI sector, with Nvidia's CEO Jensen Huang predicting a 10x increase in Europe's AI compute capacity over the next two years. The AI chip market is expected to grow at a XX% CAGR through 2030, reaching nearly half a trillion dollars.

### Engagements: XXXXXXX [#](/creator/twitter::499993648/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::499993648/c:line/m:interactions.svg)

- X Week XXXXXXXXX -XX%
- X Month XXXXXXXXX -XXXX%
- X Months XXXXXXXXXX +11%
- X Year XXXXXXXXXX +26%

### Mentions: XX [#](/creator/twitter::499993648/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::499993648/c:line/m:posts_active.svg)

- X Week XXX -XXXX%
- X Month XXX +11%
- X Months XXX +17%
- X Year XXXXX +29%

### Followers: XXXXXXX [#](/creator/twitter::499993648/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::499993648/c:line/m:followers.svg)

- X Week XXXXXXX +0.56%
- X Month XXXXXXX +1.10%
- X Months XXXXXXX +4.50%
- X Year XXXXXXX +13%

### CreatorRank: XXXXXX [#](/creator/twitter::499993648/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::499993648/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::499993648/influence)
---

**Social category influence**
[stocks](/list/stocks)  #1367 [technology brands](/list/technology-brands)  #5152 [finance](/list/finance)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  #1541 [countries](/list/countries)  XXXX% [exchanges](/list/exchanges)  XXXX% [automotive brands](/list/automotive-brands)  XXXX%

**Social topic influence**
[nvda](/topic/nvda) #3, [$nvda](/topic/$nvda) #13, [msft](/topic/msft) #7, [goog](/topic/goog) #5, [$msft](/topic/$msft) #5, [$goog](/topic/$goog) #3, [amzn](/topic/amzn) #105, [$amzn](/topic/$amzn) #11, [$avgo](/topic/$avgo) #2, [$amd](/topic/$amd) #5

**Top accounts mentioned or mentioned by**
[@007ofwallst](/creator/undefined) [@adamomancino](/creator/undefined) [@next100baggers](/creator/undefined) [@freesites_com](/creator/undefined) [@germain_franck](/creator/undefined) [@nikoliasgoninus](/creator/undefined) [@cvpayne](/creator/undefined) [@teshen8lin](/creator/undefined) [@sergeycyw](/creator/undefined) [@bean_wealth](/creator/undefined) [@lsi1123](/creator/undefined) [@f821836](/creator/undefined) [@futureman1977](/creator/undefined) [@notesonthenoise](/creator/undefined) [@cperruna](/creator/undefined) [@uptownspaceman](/creator/undefined) [@juliusonstocks](/creator/undefined) [@chipsandwafers](/creator/undefined) [@travishoium](/creator/undefined) [@akinatorassets](/creator/undefined)

**Top assets mentioned**
[NVIDIA Corp. (NVDA)](/topic/$nvda) [Microsoft Corp. (MSFT)](/topic/$msft) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Advanced Micro Devices (AMD)](/topic/$amd) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Oracle Corporation (ORCL)](/topic/$orcl) [CoreWeave, Inc. (CRWV)](/topic/$crwv) [Apple, Inc. (AAPL)](/topic/$aapl) [Metadium (META)](/topic/$meta) [Marvell Technology Inc (MRVL)](/topic/$mrvl) [Core Scientific, Inc. Common Stock (CORZ)](/topic/$corz) [Micron Technology, Inc. (MU)](/topic/$mu) [Cream (CRM)](/topic/$crm) [Now Coin (NOW)](/topic/$now) [ServiceNow Inc (NOW)](/topic/servicenow) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Dell Technologies, Inc. (DELL)](/topic/$dell) [Super Micro Computer, Inc. Common Stock (SMCI)](/topic/$smci) [HSBC Holdings PLC (HSBC)](/topic/$hsbc) [Snowflake, Inc. (SNOW)](/topic/$snow) [KLA Corp (KLAC)](/topic/$klac) [Intel Corporation (INTC)](/topic/$intc) [Lam Research Corporation (LRCX)](/topic/$lrcx) [Applied Materials, Inc. (AMAT)](/topic/$amat) [GitLab Inc. Class A Common Stock (GTLB)](/topic/$gtlb) [Constellation Energy Corp (CEG)](/topic/$ceg) [Oklo Inc. (OKLO)](/topic/$oklo) [NuScale Power Corporation (SMR)](/topic/$smr) [TALEN ENERGY CORP  (DE) (TLN)](/topic/$tln) [Astera Labs, Inc. Common Stock (ALAB)](/topic/$alab) [Goldman Sachs (GS)](/topic/goldman-sachs) [Bitcoin (BTC)](/topic/$btc) [Accenture (ACN)](/topic/$acn) [Morgan Stanley (MS)](/topic/morgan-stanley) [Cloudflare, Inc. (NET)](/topic/$net)
### Top Social Posts [#](/creator/twitter::499993648/posts)
---
Top posts by engagements in the last XX hours

"Alphabet $GOOG reported $XXXX in EPS in Q2 up XX% YoY while revenue rose XX% YoY to $XXXX billion. Search revenue rose XX% YoY to $XXXX billion while Cloud revenue accelerated X points to XX% YoY to $XXXX billion. $MSFT $AMZN"  
![@Beth_Kindig Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::499993648.png) [@Beth_Kindig](/creator/x/Beth_Kindig) on [X](/post/tweet/1948113931828072688) 2025-07-23 20:12:10 UTC 161.1K followers, 87.6K engagements


"When Nvidia $NVDA was valued at $XXX billion I stated it would become the world's most valuable companies. It's now surpassed $X trillion and counting"  
![@Beth_Kindig Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::499993648.png) [@Beth_Kindig](/creator/x/Beth_Kindig) on [X](/post/tweet/1946282086882545848) 2025-07-18 18:53:04 UTC 161.1K followers, 70.1K engagements


"Robinhood $HOOD CEO Vlad Tenev said that nearly XXX% of the companys software engineers are using AI tools such as Cursor or Windsurf to write code with nearly XX% of all code being AI generated. $GOOG $AMZN $MSFT $GTLB"  
![@Beth_Kindig Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::499993648.png) [@Beth_Kindig](/creator/x/Beth_Kindig) on [X](/post/tweet/1948045440328536314) 2025-07-23 15:40:00 UTC 161.1K followers, 25.9K engagements


"For our Discovery members this month we covered two nuclear stocks that are both poised to benefit from long-term growth in AI data center power demand. $OKLO $SMR $NNE $CEG $TLN"  
![@Beth_Kindig Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::499993648.png) [@Beth_Kindig](/creator/x/Beth_Kindig) on [X](/post/tweet/1949142123132920121) 2025-07-26 16:17:50 UTC 161.1K followers, 18.5K engagements


"OpenAI said that its 4.5GW Stargate expansion with Oracle $ORCL brings the project to more than 5GW under development and is expected to house more than X million GPUs. $NVDA $MSFT"  
![@Beth_Kindig Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::499993648.png) [@Beth_Kindig](/creator/x/Beth_Kindig) on [X](/post/tweet/1947663322595357058) 2025-07-22 14:21:36 UTC 161.1K followers, 31.1K engagements


"CoreWeave $CRWV says the $CORZ deal will add XXX GW of power to its footprint with X GW+ available for future expansion. $NVDA"  
![@Beth_Kindig Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::499993648.png) [@Beth_Kindig](/creator/x/Beth_Kindig) on [X](/post/tweet/1942203764334551316) 2025-07-07 12:47:16 UTC 161K followers, 29.2K engagements


"In the dog eat dog world of Wall Street I want to give props to Charles @cvpayne for not letting other people steal my thunder. Thanks for the shoutout on $ALAB and for giving me so much air time on $NVDA these past few years"  
![@Beth_Kindig Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::499993648.png) [@Beth_Kindig](/creator/x/Beth_Kindig) on [X](/post/tweet/1948841803379057027) 2025-07-25 20:24:28 UTC 161.1K followers, 49.2K engagements


"TSMC $TSM CEO C.C. Wei on US demand and accelerating Arizona fab construction: We're seeing strong interest from our leading US customers and are working on speeding up the volume production schedule by several quarters to support their need. $NVDA $AMD $AVGO $AAPL"  
![@Beth_Kindig Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::499993648.png) [@Beth_Kindig](/creator/x/Beth_Kindig) on [X](/post/tweet/1948504187203190799) 2025-07-24 22:02:54 UTC 161.1K followers, 29.1K engagements


"xAI has 230K GPUs with 30K $NVDA GB200s operational in its Colossus X supercluster for training Grok. At Colossus X Musk announced that the first batch of 550K $NVDA GB200s and GB300s will start going online in a few weeks"  
![@Beth_Kindig Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::499993648.png) [@Beth_Kindig](/creator/x/Beth_Kindig) on [X](/post/tweet/1947999610175123554) 2025-07-23 12:37:53 UTC 161.1K followers, 52.1K engagements


"Global AI server shipments are forecast to rise XXXX% YoY in 2025 per TrendForce on continued demand from hyperscalers and OEMs. $NVDA $AMD $AVGO $DELL $SMCI"  
![@Beth_Kindig Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::499993648.png) [@Beth_Kindig](/creator/x/Beth_Kindig) on [X](/post/tweet/1946965096187531378) 2025-07-20 16:07:06 UTC 161.1K followers, 36.6K engagements


"TSMC $TSM guided for Q3 revenue of $31.8-$33.0B ahead of consensus at $31.8B and pointing to growth of XXXX% YoY at midpoint. For 2025 TSMC raised its revenue growth guidance from the mid-20% range to "close to 30%" benefitting from robust AI demand. $NVDA $AMD $AVGO $AAPL"  
![@Beth_Kindig Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::499993648.png) [@Beth_Kindig](/creator/x/Beth_Kindig) on [X](/post/tweet/1945853988722692351) 2025-07-17 14:31:57 UTC 161.1K followers, 29.6K engagements


"While Dell $DELL and others have likely started early production of Nvidias $NVDA Blackwell Ultra systems larger scale shipments of the GB300 NVL72 are expected to ramp in September. $SMCI $AMD $CRWV"  
![@Beth_Kindig Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::499993648.png) [@Beth_Kindig](/creator/x/Beth_Kindig) on [X](/post/tweet/1948064991103561835) 2025-07-23 16:57:41 UTC 161.1K followers, 24.1K engagements


"Anthropic is said to be in early talks with investors to raise funding at a $100B+ valuation up from its last valuation of $61.5B from its $3.5B raise in March. $AMZN $GOOG $MSFT $NVDA"  
![@Beth_Kindig Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::499993648.png) [@Beth_Kindig](/creator/x/Beth_Kindig) on [X](/post/tweet/1947770037089059162) 2025-07-22 21:25:39 UTC 161.1K followers, 26.5K engagements


"HSBC says that they believe XX% of CoreWeave's $CRWV revenue will be devoted to maintenance capex by 2030 onwards due to aging GPUs impacting free cash flow and long-term EPS. $NVDA $CORZ"  
![@Beth_Kindig Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::499993648.png) [@Beth_Kindig](/creator/x/Beth_Kindig) on [X](/post/tweet/1948788083492577362) 2025-07-25 16:51:00 UTC 161.1K followers, 25.1K engagements


"Goldman Sachs cut its HBM TAM forecast for 2026 by XX% from $51B to $45B as Nvidias $NVDA next-gen Rubin GPU is expected to keep the same HBM content as the Blackwell Ultra at 288GB instead of a significant increase. $AMD $MU $AVGO"  
![@Beth_Kindig Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::499993648.png) [@Beth_Kindig](/creator/x/Beth_Kindig) on [X](/post/tweet/1949502180097921517) 2025-07-27 16:08:34 UTC 161.1K followers, 28.1K engagements


"Out of Big Tech Oracle $ORCL went from spending the least capex to revenue at just X% in early 2022 to now XX% of revenue in fiscal 2025. $MSFT $GOOG $AMZN $META $NVDA"  
![@Beth_Kindig Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::499993648.png) [@Beth_Kindig](/creator/x/Beth_Kindig) on [X](/post/tweet/1948793619533779400) 2025-07-25 17:13:00 UTC 161.1K followers, 20.1K engagements


"ServiceNow's $NOW RPO grew XX% YoY to $XXXX billion accelerating from XX% in Q1 while current RPO rose XXXX% YoY to $XXXXX billion. $NOW also guided for Q3 subscription growth of 20-20.5% YoY to $3.26-3.265B. $CRM $AMZN $GOOG"  
![@Beth_Kindig Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::499993648.png) [@Beth_Kindig](/creator/x/Beth_Kindig) on [X](/post/tweet/1948139547747025034) 2025-07-23 21:53:57 UTC 161.1K followers, 25.4K engagements


"TSMC $TSM reported XXXX% YoY revenue growth in June to NT$263.7 billion. This brought its Q2 revenue to approx. NT$934 billion ($32 billion) up XX% YoY and ahead of expectations for NT$928 billion per Bloomberg. $NVDA $AMD $AAPL $AVGO"  
![@Beth_Kindig Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::499993648.png) [@Beth_Kindig](/creator/x/Beth_Kindig) on [X](/post/tweet/1943402227030184175) 2025-07-10 20:09:32 UTC 161.1K followers, 62.9K engagements


"Broadcom $AVGO last week launched its Tomahawk Ultra networking chip built on TSMCs $TSM 5nm node offering ultra-low 250ns latency at 51.2T throughput. Broadcom says the switch can link together 4x as many chips as Nvidias $NVDA NVLink Switch"  
![@Beth_Kindig Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::499993648.png) [@Beth_Kindig](/creator/x/Beth_Kindig) on [X](/post/tweet/1948414955595690303) 2025-07-24 16:08:19 UTC 161.1K followers, 38.7K engagements


"I just dropped my Top XX List of AI Stocks -- this list ranks the companies I believe will define the next year and whose fundamentals are on fire. The XX page report is for premium members link below"  
![@Beth_Kindig Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::499993648.png) [@Beth_Kindig](/creator/x/Beth_Kindig) on [X](/post/tweet/1948474931596935396) 2025-07-24 20:06:39 UTC 161.1K followers, 39.8K engagements


"Marvell $MRVL is adopting TSMCs $TSM 2nm process and silicon photonics tech to advance development of its next-gen custom AI accelerators and boost signal processing speeds. $AVGO $AMD $NVDA"  
![@Beth_Kindig Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::499993648.png) [@Beth_Kindig](/creator/x/Beth_Kindig) on [X](/post/tweet/1948783030669119645) 2025-07-25 16:30:55 UTC 161.1K followers, 24.8K engagements


"Alphabet $GOOG is expected to report XXXX% growth in EPS to $XXXX in Q2 with revenue rising XXXX% to $XX billion. Cloud growth is expected to be XX% YoY while Search ads are expected to grow X% YoY. $AMZN $MSFT $GOOGL"  
![@Beth_Kindig Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::499993648.png) [@Beth_Kindig](/creator/x/Beth_Kindig) on [X](/post/tweet/1948050433131331858) 2025-07-23 15:59:50 UTC 161.1K followers, 29.9K engagements


"Cryptos total market capitalization recently surpassed $X trillion fueled by an altcoin rally and friendly regulatory policy. Bitcoin $BTC accounts for about XX% of the entire crypto market"  
![@Beth_Kindig Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::499993648.png) [@Beth_Kindig](/creator/x/Beth_Kindig) on [X](/post/tweet/1948488013857648840) 2025-07-24 20:58:38 UTC 161.1K followers, 15.4K engagements


"Microsoft $MSFT and Accenture $ACN are partnering to develop advanced cybersecurity tools powered by genAI focusing on security operation centers identity and access management and automating AI and data security"  
![@Beth_Kindig Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::499993648.png) [@Beth_Kindig](/creator/x/Beth_Kindig) on [X](/post/tweet/1945239701738414233) 2025-07-15 21:51:00 UTC 161K followers, 13.6K engagements


"Global IT spending is forecast to rise XXX% YoY to $XXXX trillion in 2025 led by a XXXX% increase in spending on data center systems with AI server spending potentially 3x that of traditional servers per Gartner. $NVDA $AMD $AVGO $MRVL $MU"  
![@Beth_Kindig Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::499993648.png) [@Beth_Kindig](/creator/x/Beth_Kindig) on [X](/post/tweet/1949583920598790341) 2025-07-27 21:33:22 UTC 161.1K followers, 10.1K engagements


"Nvidia $NVDA is reportedly aiming to procure 600-800K SOCAMM memory modules for its upcoming GB300 chip with Micron $MU and SK Hynix said to be producing the modules for the platform"  
![@Beth_Kindig Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::499993648.png) [@Beth_Kindig](/creator/x/Beth_Kindig) on [X](/post/tweet/1949142233720012976) 2025-07-26 16:18:16 UTC 161.1K followers, 55.9K engagements


"Amazons $AMZN AWS could generate $XXX billion in revenue from Anthropic in 2025 per Morgan Stanley with revenue forecast to grow to nearly $X billion in 2026 and $XXX billion by 2027. $MSFT $GOOG $META $ORCL"  
![@Beth_Kindig Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::499993648.png) [@Beth_Kindig](/creator/x/Beth_Kindig) on [X](/post/tweet/1946220939055706544) 2025-07-18 14:50:05 UTC 161.1K followers, 74.1K engagements


"HSBC estimates that Broadcoms $AVGO ASIC revenue could rise as much as XXX% YoY next year to $XXXX billion fueled by Googles $GOOG TPU ramp driving a XX% YoY increase in ASIC ASPs"  
![@Beth_Kindig Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::499993648.png) [@Beth_Kindig](/creator/x/Beth_Kindig) on [X](/post/tweet/1946599425666580739) 2025-07-19 15:54:03 UTC 161.1K followers, 66.4K engagements


"TensorWave says it has launched the largest AMD-based GPU cluster in North America featuring 8192 of its MI325X GPUs offering XX exaFLOPS of performance. $AMD $NVDA"  
![@Beth_Kindig Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::499993648.png) [@Beth_Kindig](/creator/x/Beth_Kindig) on [X](/post/tweet/1947775952383054096) 2025-07-22 21:49:09 UTC 161.1K followers, 35.6K engagements


"ServiceNow $NOW reported revenue of $XXXX billion up XXXX% while adjusted EPS of $XXXX beat estimates for $XXXX. Now Assist is "firmly on track" to reach its $X billion ACV target by 2026. $CRM $MSFT $AMZN $GOOG"  
![@Beth_Kindig Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::499993648.png) [@Beth_Kindig](/creator/x/Beth_Kindig) on [X](/post/tweet/1948119896774078662) 2025-07-23 20:35:52 UTC 161.1K followers, 43.3K engagements


"Inference is expected to see its share of cloud workloads rise quickly over the next two years from an estimated XX% in 2025 to XX% by 2027. $NVDA $AMD $NET $MSFT $GOOG $AMZN"  
![@Beth_Kindig Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::499993648.png) [@Beth_Kindig](/creator/x/Beth_Kindig) on [X](/post/tweet/1946636822160756966) 2025-07-19 18:22:39 UTC 161.1K followers, 46.3K engagements


"BofA sees Microsoft Azure potentially growing XXXX% YoY with XX point contribution from AI in its upcoming earnings report with rising Copilot adoption. $MSFT $GOOG $AMZN $NVDA"  
![@Beth_Kindig Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::499993648.png) [@Beth_Kindig](/creator/x/Beth_Kindig) on [X](/post/tweet/1949484928132952220) 2025-07-27 15:00:01 UTC 161.1K followers, 23.6K engagements


"Google Cloud $GOOG operating margin expanded significantly in Q2 up more than X points YoY to XXXX% as operating income rose more than XXX% to $2.83B. $MSFT $AMZN"  
![@Beth_Kindig Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::499993648.png) [@Beth_Kindig](/creator/x/Beth_Kindig) on [X](/post/tweet/1948115100163842425) 2025-07-23 20:16:48 UTC 161.1K followers, 45.9K engagements


"AI chip startup Groq has launched its first European hub in Helsinki Finland in partnership with Equinix expanding internationally as inference demand surges. $NVDA $AMD $AVGO"  
![@Beth_Kindig Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::499993648.png) [@Beth_Kindig](/creator/x/Beth_Kindig) on [X](/post/tweet/1943394829053952269) 2025-07-10 19:40:08 UTC 161.1K followers, 15.7K engagements


"AI is projected to send electricity demand soaring: Wells Fargo estimates AI power demand could rise from 8TWh in 2024 to XXX TWh by 2030. What are your favorite AI power consumption plays"  
![@Beth_Kindig Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::499993648.png) [@Beth_Kindig](/creator/x/Beth_Kindig) on [X](/post/tweet/1797020319141482817) 2024-06-01 21:40:05 UTC 161K followers, 469.6K engagements


"Only a few years ago in 2021 it was popular belief that Nvidia $NVDA would struggle to overcome Ethereum's merge to proof of stake causing a XX% drop in the stock around that time. Today Nvidia is worth more than the entire crypto market"  
![@Beth_Kindig Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::499993648.png) [@Beth_Kindig](/creator/x/Beth_Kindig) on [X](/post/tweet/1947782987191300478) 2025-07-22 22:17:06 UTC 161.1K followers, 37.1K engagements


"AI is being used increasingly more in coding at Big Tech firms and helping accelerate launch times for new products with AI said to be assisting in XX% of coding at Google $GOOG and XX% at Microsoft $MSFT"  
![@Beth_Kindig Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::499993648.png) [@Beth_Kindig](/creator/x/Beth_Kindig) on [X](/post/tweet/1946941309857521997) 2025-07-20 14:32:35 UTC 161.1K followers, 32K engagements


"Global data center power demand to rise at a XX% CAGR from 2023 to 2028 accelerating from a XX% CAGR. Generative AI is a primary driver with power demand expected to grow at a XX% CAGR per BCG. $NVDA $MSFT $GOOG $AMZN $META"  
![@Beth_Kindig Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::499993648.png) [@Beth_Kindig](/creator/x/Beth_Kindig) on [X](/post/tweet/1945234342868824238) 2025-07-15 21:29:42 UTC 161K followers, 26K engagements


"Citi projects the stablecoin market could grow 14x by 2030 from $265B to $3.7T with current policies working to legitimize the industry. $COIN $HOOD $CRCL $USDC"  
![@Beth_Kindig Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::499993648.png) [@Beth_Kindig](/creator/x/Beth_Kindig) on [X](/post/tweet/1949517816954016058) 2025-07-27 17:10:42 UTC 161.1K followers, 20.4K engagements


"IBM $IBM CEO Arvind Krishna: "Our generative AI book of business continues to accelerate and now stands at more than $XXX billion." This is up from $X billion in Q1"  
![@Beth_Kindig Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::499993648.png) [@Beth_Kindig](/creator/x/Beth_Kindig) on [X](/post/tweet/1948140040019702253) 2025-07-23 21:55:54 UTC 161.1K followers, 19.3K engagements


"JP Morgan believes that Broadcom $AVGO could potentially tape out its first next-gen accelerators this year for two prospective clients believing they could be OpenAI and SoftBank/Arm $ARM. JPM also sees incremental inference demand driving Broadcoms 2027 SAM forecast higher"  
![@Beth_Kindig Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::499993648.png) [@Beth_Kindig](/creator/x/Beth_Kindig) on [X](/post/tweet/1945510954852114775) 2025-07-16 15:48:52 UTC 161K followers, 35.2K engagements


"Uber $UBER and Baidu $BIDU recently partnered to launch robotaxis on Uber's platform with the first vehicles expected to be available in Asia and the Middle East later this year with future rollouts in Europe and Oceania. $TSLA $PONY $WRD $GOOG"  
![@Beth_Kindig Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::499993648.png) [@Beth_Kindig](/creator/x/Beth_Kindig) on [X](/post/tweet/1946301130662707708) 2025-07-18 20:08:44 UTC 161K followers, 23.6K engagements


"Nvidia $NVDA and Snowflake $SNOW in LLM startup Reka AI's $110M funding round valuing the firm at more than $1B"  
![@Beth_Kindig Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::499993648.png) [@Beth_Kindig](/creator/x/Beth_Kindig) on [X](/post/tweet/1947703418900123837) 2025-07-22 17:00:56 UTC 161.1K followers, 27.2K engagements


"Nvidia $NVDA versus AMD $AMD -- not in terms of market share. Rather which one has the highest returns by 2028 over a 3-year period"  
![@Beth_Kindig Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::499993648.png) [@Beth_Kindig](/creator/x/Beth_Kindig) on [X](/post/tweet/1935355740912529727) 2025-06-18 15:15:40 UTC 161K followers, 100.4K engagements


"ServiceNow $NOW is expected to report XXXX% earnings growth to $XXXX in Q2 with revenue rising XXXX% to $XXXX billion. ServiceNow's Now Assist ACV contribution is expected to reach $1B by the end of 2026 up from $250M in May. $GOOG $AMZN $MSFT $CRM"  
![@Beth_Kindig Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::499993648.png) [@Beth_Kindig](/creator/x/Beth_Kindig) on [X](/post/tweet/1948093673310204362) 2025-07-23 18:51:40 UTC 161.1K followers, 26.6K engagements


"Global data created is forecast to nearly double from XXX zettabytes in 2024 to XXX zettabytes by 2027 driven by increased AI consumption. This is nearly 9x growth in less than a decade from XX ZB in 2018. $MSFT $GOOG $AMZN $SNOW $NVDA"  
![@Beth_Kindig Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::499993648.png) [@Beth_Kindig](/creator/x/Beth_Kindig) on [X](/post/tweet/1947355175754084693) 2025-07-21 17:57:08 UTC 161.1K followers, 23.2K engagements


"Once left behind in the cloud era Oracle $ORCL is finding its way into the AI spotlight forecasting XX% IaaS growth next year. But can this long-forgotten giant really compete with the Big X in the AI race to become a $X trillion company"  
![@Beth_Kindig Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::499993648.png) [@Beth_Kindig](/creator/x/Beth_Kindig) on [X](/post/tweet/1946255988559913204) 2025-07-18 17:09:22 UTC 161.1K followers, 27K engagements


"Based on Metas $META newest data center plans for up to XX GW of capacity coming online across four facilities Jefferies estimates the total revenue opportunity to Nvidia $NVDA from these plans at $250B"  
![@Beth_Kindig Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::499993648.png) [@Beth_Kindig](/creator/x/Beth_Kindig) on [X](/post/tweet/1949216226011459637) 2025-07-26 21:12:17 UTC 161.1K followers, 56.2K engagements


"Citi recently raised its 2028 AI compute TAM by nearly XX% to $XXX billion seeing stronger sovereign AI demand especially for Nvidia $NVDA. Citi noted that participants at Nvidias recent Generative AI conference laid out possible benchmarks of 10000 GPUs per 100000 employees for large companies or governments. $AMD $AVGO $MRVL"  
![@Beth_Kindig Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::499993648.png) [@Beth_Kindig](/creator/x/Beth_Kindig) on [X](/post/tweet/1947032725099286835) 2025-07-20 20:35:50 UTC 161.1K followers, 78.3K engagements


"Nvidias $NVDA CoWoS allocation in 2026 is estimated to be between 450K to 640K wafers depending on TSMCs $TSM capacity up from 375K in 2025. $AVGO $AMD"  
![@Beth_Kindig Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::499993648.png) [@Beth_Kindig](/creator/x/Beth_Kindig) on [X](/post/tweet/1946684425183379618) 2025-07-19 21:31:49 UTC 161.1K followers, 45.4K engagements


"Alphabet $GOOG capex was $XXXXX billion in Q2 up XX% YoY accelerating from XX% growth in Q1. Alphabet also boosted its capex forecast for 2025 from $XX billion to $XX billion. $AMZN $MSFT $NVDA $AVGO"  
![@Beth_Kindig Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::499993648.png) [@Beth_Kindig](/creator/x/Beth_Kindig) on [X](/post/tweet/1948117072661172731) 2025-07-23 20:24:39 UTC 161.1K followers, 61.4K engagements


"ASML $ASML reported Q2 revenue of 7.7B ahead of estimates for 7.54B while bookings of 5.44B also beat estimates of 4.8B per Bloomberg. However for Q3 ASML guided for 7.4-7.9B in revenue below consensus of 8.2B. $INTC $TSM $KLAC $LRCX $AMAT"  
![@Beth_Kindig Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::499993648.png) [@Beth_Kindig](/creator/x/Beth_Kindig) on [X](/post/tweet/1945461703434457176) 2025-07-16 12:33:09 UTC 161.1K followers, 25.8K engagements


"For 2026 ASML $ASML CEO Christophe Fouquet said that "while we still prepare for growth in 2026 we cannot confirm it at this stage." $INTC $TSM $KLAC $LRCX $AMAT"  
![@Beth_Kindig Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::499993648.png) [@Beth_Kindig](/creator/x/Beth_Kindig) on [X](/post/tweet/1945465943909670975) 2025-07-16 12:50:00 UTC 161.1K followers, 16.9K engagements


"CoreWeave $CRWV announced plans to raise $1.5B in senior debt in part to refinance existing debt and help its expansion plans. The deal is expected to price on Tuesday. $NVDA $NBIS $CORZ"  
![@Beth_Kindig Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::499993648.png) [@Beth_Kindig](/creator/x/Beth_Kindig) on [X](/post/tweet/1947382052254302270) 2025-07-21 19:43:56 UTC 161.1K followers, 40.6K engagements


"Oppenheimer named Nvidia $NVDA Broadcom $AVGO Marvell $MRVL and Monolithic Power $MPWR its top picks in semis saying: Against a noisy macro/tariff backdrop we view AI as the best/safest growth vector"  
![@Beth_Kindig Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::499993648.png) [@Beth_Kindig](/creator/x/Beth_Kindig) on [X](/post/tweet/1914721814988689563) 2025-04-22 16:43:49 UTC 161.1K followers, 37.1K engagements


"OpenAI is working to integrate a payment checkout system into ChatGPT and any merchants fulfilling orders via the checkout system will pay a commission to OpenAI. $MSFT $AMZN $GOOG"  
![@Beth_Kindig Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::499993648.png) [@Beth_Kindig](/creator/x/Beth_Kindig) on [X](/post/tweet/1948040440797708328) 2025-07-23 15:20:08 UTC 161.1K followers, 24.5K engagements


"TSMC $TSM is ultimately aiming to shift XX% of its 2nm manufacturing to the US though the timeline for when all of its advanced fabs in Arizona will be ready for volume production remains vague. $NVDA $AMD $AVGO $AAPL"  
![@Beth_Kindig Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::499993648.png) [@Beth_Kindig](/creator/x/Beth_Kindig) on [X](/post/tweet/1949471452089987578) 2025-07-27 14:06:28 UTC 161.1K followers, 17.8K engagements

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@Beth_Kindig Avatar @Beth_Kindig Beth Kindig

No direct information about Beth Kindig is available, however major AI and tech companies are making significant advancements. Nvidia, AMD, and TSMC are driving growth in the AI sector, with Nvidia's CEO Jensen Huang predicting a 10x increase in Europe's AI compute capacity over the next two years. The AI chip market is expected to grow at a XX% CAGR through 2030, reaching nearly half a trillion dollars.

Engagements: XXXXXXX #

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Mentions: XX #

Mentions Line Chart

  • X Week XXX -XXXX%
  • X Month XXX +11%
  • X Months XXX +17%
  • X Year XXXXX +29%

Followers: XXXXXXX #

Followers Line Chart

  • X Week XXXXXXX +0.56%
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  • X Months XXXXXXX +4.50%
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CreatorRank: XXXXXX #

CreatorRank Line Chart

Social Influence #

Social category influence stocks #1367 technology brands #5152 finance XXXX% cryptocurrencies #1541 countries XXXX% exchanges XXXX% automotive brands XXXX%

Social topic influence nvda #3, $nvda #13, msft #7, goog #5, $msft #5, $goog #3, amzn #105, $amzn #11, $avgo #2, $amd #5

Top accounts mentioned or mentioned by @007ofwallst @adamomancino @next100baggers @freesites_com @germain_franck @nikoliasgoninus @cvpayne @teshen8lin @sergeycyw @bean_wealth @lsi1123 @f821836 @futureman1977 @notesonthenoise @cperruna @uptownspaceman @juliusonstocks @chipsandwafers @travishoium @akinatorassets

Top assets mentioned NVIDIA Corp. (NVDA) Microsoft Corp. (MSFT) Alphabet Inc Class A (GOOGL) Amazon.com, Inc. (AMZN) Broadcom, Inc. (AVGO) Advanced Micro Devices (AMD) Taiwan Semiconductor (TSM) Oracle Corporation (ORCL) CoreWeave, Inc. (CRWV) Apple, Inc. (AAPL) Metadium (META) Marvell Technology Inc (MRVL) Core Scientific, Inc. Common Stock (CORZ) Micron Technology, Inc. (MU) Cream (CRM) Now Coin (NOW) ServiceNow Inc (NOW) Robinhood Markets, Inc. (HOOD) Dell Technologies, Inc. (DELL) Super Micro Computer, Inc. Common Stock (SMCI) HSBC Holdings PLC (HSBC) Snowflake, Inc. (SNOW) KLA Corp (KLAC) Intel Corporation (INTC) Lam Research Corporation (LRCX) Applied Materials, Inc. (AMAT) GitLab Inc. Class A Common Stock (GTLB) Constellation Energy Corp (CEG) Oklo Inc. (OKLO) NuScale Power Corporation (SMR) TALEN ENERGY CORP (DE) (TLN) Astera Labs, Inc. Common Stock (ALAB) Goldman Sachs (GS) Bitcoin (BTC) Accenture (ACN) Morgan Stanley (MS) Cloudflare, Inc. (NET)

Top Social Posts #

Top posts by engagements in the last XX hours

"Alphabet $GOOG reported $XXXX in EPS in Q2 up XX% YoY while revenue rose XX% YoY to $XXXX billion. Search revenue rose XX% YoY to $XXXX billion while Cloud revenue accelerated X points to XX% YoY to $XXXX billion. $MSFT $AMZN"
@Beth_Kindig Avatar @Beth_Kindig on X 2025-07-23 20:12:10 UTC 161.1K followers, 87.6K engagements

"When Nvidia $NVDA was valued at $XXX billion I stated it would become the world's most valuable companies. It's now surpassed $X trillion and counting"
@Beth_Kindig Avatar @Beth_Kindig on X 2025-07-18 18:53:04 UTC 161.1K followers, 70.1K engagements

"Robinhood $HOOD CEO Vlad Tenev said that nearly XXX% of the companys software engineers are using AI tools such as Cursor or Windsurf to write code with nearly XX% of all code being AI generated. $GOOG $AMZN $MSFT $GTLB"
@Beth_Kindig Avatar @Beth_Kindig on X 2025-07-23 15:40:00 UTC 161.1K followers, 25.9K engagements

"For our Discovery members this month we covered two nuclear stocks that are both poised to benefit from long-term growth in AI data center power demand. $OKLO $SMR $NNE $CEG $TLN"
@Beth_Kindig Avatar @Beth_Kindig on X 2025-07-26 16:17:50 UTC 161.1K followers, 18.5K engagements

"OpenAI said that its 4.5GW Stargate expansion with Oracle $ORCL brings the project to more than 5GW under development and is expected to house more than X million GPUs. $NVDA $MSFT"
@Beth_Kindig Avatar @Beth_Kindig on X 2025-07-22 14:21:36 UTC 161.1K followers, 31.1K engagements

"CoreWeave $CRWV says the $CORZ deal will add XXX GW of power to its footprint with X GW+ available for future expansion. $NVDA"
@Beth_Kindig Avatar @Beth_Kindig on X 2025-07-07 12:47:16 UTC 161K followers, 29.2K engagements

"In the dog eat dog world of Wall Street I want to give props to Charles @cvpayne for not letting other people steal my thunder. Thanks for the shoutout on $ALAB and for giving me so much air time on $NVDA these past few years"
@Beth_Kindig Avatar @Beth_Kindig on X 2025-07-25 20:24:28 UTC 161.1K followers, 49.2K engagements

"TSMC $TSM CEO C.C. Wei on US demand and accelerating Arizona fab construction: We're seeing strong interest from our leading US customers and are working on speeding up the volume production schedule by several quarters to support their need. $NVDA $AMD $AVGO $AAPL"
@Beth_Kindig Avatar @Beth_Kindig on X 2025-07-24 22:02:54 UTC 161.1K followers, 29.1K engagements

"xAI has 230K GPUs with 30K $NVDA GB200s operational in its Colossus X supercluster for training Grok. At Colossus X Musk announced that the first batch of 550K $NVDA GB200s and GB300s will start going online in a few weeks"
@Beth_Kindig Avatar @Beth_Kindig on X 2025-07-23 12:37:53 UTC 161.1K followers, 52.1K engagements

"Global AI server shipments are forecast to rise XXXX% YoY in 2025 per TrendForce on continued demand from hyperscalers and OEMs. $NVDA $AMD $AVGO $DELL $SMCI"
@Beth_Kindig Avatar @Beth_Kindig on X 2025-07-20 16:07:06 UTC 161.1K followers, 36.6K engagements

"TSMC $TSM guided for Q3 revenue of $31.8-$33.0B ahead of consensus at $31.8B and pointing to growth of XXXX% YoY at midpoint. For 2025 TSMC raised its revenue growth guidance from the mid-20% range to "close to 30%" benefitting from robust AI demand. $NVDA $AMD $AVGO $AAPL"
@Beth_Kindig Avatar @Beth_Kindig on X 2025-07-17 14:31:57 UTC 161.1K followers, 29.6K engagements

"While Dell $DELL and others have likely started early production of Nvidias $NVDA Blackwell Ultra systems larger scale shipments of the GB300 NVL72 are expected to ramp in September. $SMCI $AMD $CRWV"
@Beth_Kindig Avatar @Beth_Kindig on X 2025-07-23 16:57:41 UTC 161.1K followers, 24.1K engagements

"Anthropic is said to be in early talks with investors to raise funding at a $100B+ valuation up from its last valuation of $61.5B from its $3.5B raise in March. $AMZN $GOOG $MSFT $NVDA"
@Beth_Kindig Avatar @Beth_Kindig on X 2025-07-22 21:25:39 UTC 161.1K followers, 26.5K engagements

"HSBC says that they believe XX% of CoreWeave's $CRWV revenue will be devoted to maintenance capex by 2030 onwards due to aging GPUs impacting free cash flow and long-term EPS. $NVDA $CORZ"
@Beth_Kindig Avatar @Beth_Kindig on X 2025-07-25 16:51:00 UTC 161.1K followers, 25.1K engagements

"Goldman Sachs cut its HBM TAM forecast for 2026 by XX% from $51B to $45B as Nvidias $NVDA next-gen Rubin GPU is expected to keep the same HBM content as the Blackwell Ultra at 288GB instead of a significant increase. $AMD $MU $AVGO"
@Beth_Kindig Avatar @Beth_Kindig on X 2025-07-27 16:08:34 UTC 161.1K followers, 28.1K engagements

"Out of Big Tech Oracle $ORCL went from spending the least capex to revenue at just X% in early 2022 to now XX% of revenue in fiscal 2025. $MSFT $GOOG $AMZN $META $NVDA"
@Beth_Kindig Avatar @Beth_Kindig on X 2025-07-25 17:13:00 UTC 161.1K followers, 20.1K engagements

"ServiceNow's $NOW RPO grew XX% YoY to $XXXX billion accelerating from XX% in Q1 while current RPO rose XXXX% YoY to $XXXXX billion. $NOW also guided for Q3 subscription growth of 20-20.5% YoY to $3.26-3.265B. $CRM $AMZN $GOOG"
@Beth_Kindig Avatar @Beth_Kindig on X 2025-07-23 21:53:57 UTC 161.1K followers, 25.4K engagements

"TSMC $TSM reported XXXX% YoY revenue growth in June to NT$263.7 billion. This brought its Q2 revenue to approx. NT$934 billion ($32 billion) up XX% YoY and ahead of expectations for NT$928 billion per Bloomberg. $NVDA $AMD $AAPL $AVGO"
@Beth_Kindig Avatar @Beth_Kindig on X 2025-07-10 20:09:32 UTC 161.1K followers, 62.9K engagements

"Broadcom $AVGO last week launched its Tomahawk Ultra networking chip built on TSMCs $TSM 5nm node offering ultra-low 250ns latency at 51.2T throughput. Broadcom says the switch can link together 4x as many chips as Nvidias $NVDA NVLink Switch"
@Beth_Kindig Avatar @Beth_Kindig on X 2025-07-24 16:08:19 UTC 161.1K followers, 38.7K engagements

"I just dropped my Top XX List of AI Stocks -- this list ranks the companies I believe will define the next year and whose fundamentals are on fire. The XX page report is for premium members link below"
@Beth_Kindig Avatar @Beth_Kindig on X 2025-07-24 20:06:39 UTC 161.1K followers, 39.8K engagements

"Marvell $MRVL is adopting TSMCs $TSM 2nm process and silicon photonics tech to advance development of its next-gen custom AI accelerators and boost signal processing speeds. $AVGO $AMD $NVDA"
@Beth_Kindig Avatar @Beth_Kindig on X 2025-07-25 16:30:55 UTC 161.1K followers, 24.8K engagements

"Alphabet $GOOG is expected to report XXXX% growth in EPS to $XXXX in Q2 with revenue rising XXXX% to $XX billion. Cloud growth is expected to be XX% YoY while Search ads are expected to grow X% YoY. $AMZN $MSFT $GOOGL"
@Beth_Kindig Avatar @Beth_Kindig on X 2025-07-23 15:59:50 UTC 161.1K followers, 29.9K engagements

"Cryptos total market capitalization recently surpassed $X trillion fueled by an altcoin rally and friendly regulatory policy. Bitcoin $BTC accounts for about XX% of the entire crypto market"
@Beth_Kindig Avatar @Beth_Kindig on X 2025-07-24 20:58:38 UTC 161.1K followers, 15.4K engagements

"Microsoft $MSFT and Accenture $ACN are partnering to develop advanced cybersecurity tools powered by genAI focusing on security operation centers identity and access management and automating AI and data security"
@Beth_Kindig Avatar @Beth_Kindig on X 2025-07-15 21:51:00 UTC 161K followers, 13.6K engagements

"Global IT spending is forecast to rise XXX% YoY to $XXXX trillion in 2025 led by a XXXX% increase in spending on data center systems with AI server spending potentially 3x that of traditional servers per Gartner. $NVDA $AMD $AVGO $MRVL $MU"
@Beth_Kindig Avatar @Beth_Kindig on X 2025-07-27 21:33:22 UTC 161.1K followers, 10.1K engagements

"Nvidia $NVDA is reportedly aiming to procure 600-800K SOCAMM memory modules for its upcoming GB300 chip with Micron $MU and SK Hynix said to be producing the modules for the platform"
@Beth_Kindig Avatar @Beth_Kindig on X 2025-07-26 16:18:16 UTC 161.1K followers, 55.9K engagements

"Amazons $AMZN AWS could generate $XXX billion in revenue from Anthropic in 2025 per Morgan Stanley with revenue forecast to grow to nearly $X billion in 2026 and $XXX billion by 2027. $MSFT $GOOG $META $ORCL"
@Beth_Kindig Avatar @Beth_Kindig on X 2025-07-18 14:50:05 UTC 161.1K followers, 74.1K engagements

"HSBC estimates that Broadcoms $AVGO ASIC revenue could rise as much as XXX% YoY next year to $XXXX billion fueled by Googles $GOOG TPU ramp driving a XX% YoY increase in ASIC ASPs"
@Beth_Kindig Avatar @Beth_Kindig on X 2025-07-19 15:54:03 UTC 161.1K followers, 66.4K engagements

"TensorWave says it has launched the largest AMD-based GPU cluster in North America featuring 8192 of its MI325X GPUs offering XX exaFLOPS of performance. $AMD $NVDA"
@Beth_Kindig Avatar @Beth_Kindig on X 2025-07-22 21:49:09 UTC 161.1K followers, 35.6K engagements

"ServiceNow $NOW reported revenue of $XXXX billion up XXXX% while adjusted EPS of $XXXX beat estimates for $XXXX. Now Assist is "firmly on track" to reach its $X billion ACV target by 2026. $CRM $MSFT $AMZN $GOOG"
@Beth_Kindig Avatar @Beth_Kindig on X 2025-07-23 20:35:52 UTC 161.1K followers, 43.3K engagements

"Inference is expected to see its share of cloud workloads rise quickly over the next two years from an estimated XX% in 2025 to XX% by 2027. $NVDA $AMD $NET $MSFT $GOOG $AMZN"
@Beth_Kindig Avatar @Beth_Kindig on X 2025-07-19 18:22:39 UTC 161.1K followers, 46.3K engagements

"BofA sees Microsoft Azure potentially growing XXXX% YoY with XX point contribution from AI in its upcoming earnings report with rising Copilot adoption. $MSFT $GOOG $AMZN $NVDA"
@Beth_Kindig Avatar @Beth_Kindig on X 2025-07-27 15:00:01 UTC 161.1K followers, 23.6K engagements

"Google Cloud $GOOG operating margin expanded significantly in Q2 up more than X points YoY to XXXX% as operating income rose more than XXX% to $2.83B. $MSFT $AMZN"
@Beth_Kindig Avatar @Beth_Kindig on X 2025-07-23 20:16:48 UTC 161.1K followers, 45.9K engagements

"AI chip startup Groq has launched its first European hub in Helsinki Finland in partnership with Equinix expanding internationally as inference demand surges. $NVDA $AMD $AVGO"
@Beth_Kindig Avatar @Beth_Kindig on X 2025-07-10 19:40:08 UTC 161.1K followers, 15.7K engagements

"AI is projected to send electricity demand soaring: Wells Fargo estimates AI power demand could rise from 8TWh in 2024 to XXX TWh by 2030. What are your favorite AI power consumption plays"
@Beth_Kindig Avatar @Beth_Kindig on X 2024-06-01 21:40:05 UTC 161K followers, 469.6K engagements

"Only a few years ago in 2021 it was popular belief that Nvidia $NVDA would struggle to overcome Ethereum's merge to proof of stake causing a XX% drop in the stock around that time. Today Nvidia is worth more than the entire crypto market"
@Beth_Kindig Avatar @Beth_Kindig on X 2025-07-22 22:17:06 UTC 161.1K followers, 37.1K engagements

"AI is being used increasingly more in coding at Big Tech firms and helping accelerate launch times for new products with AI said to be assisting in XX% of coding at Google $GOOG and XX% at Microsoft $MSFT"
@Beth_Kindig Avatar @Beth_Kindig on X 2025-07-20 14:32:35 UTC 161.1K followers, 32K engagements

"Global data center power demand to rise at a XX% CAGR from 2023 to 2028 accelerating from a XX% CAGR. Generative AI is a primary driver with power demand expected to grow at a XX% CAGR per BCG. $NVDA $MSFT $GOOG $AMZN $META"
@Beth_Kindig Avatar @Beth_Kindig on X 2025-07-15 21:29:42 UTC 161K followers, 26K engagements

"Citi projects the stablecoin market could grow 14x by 2030 from $265B to $3.7T with current policies working to legitimize the industry. $COIN $HOOD $CRCL $USDC"
@Beth_Kindig Avatar @Beth_Kindig on X 2025-07-27 17:10:42 UTC 161.1K followers, 20.4K engagements

"IBM $IBM CEO Arvind Krishna: "Our generative AI book of business continues to accelerate and now stands at more than $XXX billion." This is up from $X billion in Q1"
@Beth_Kindig Avatar @Beth_Kindig on X 2025-07-23 21:55:54 UTC 161.1K followers, 19.3K engagements

"JP Morgan believes that Broadcom $AVGO could potentially tape out its first next-gen accelerators this year for two prospective clients believing they could be OpenAI and SoftBank/Arm $ARM. JPM also sees incremental inference demand driving Broadcoms 2027 SAM forecast higher"
@Beth_Kindig Avatar @Beth_Kindig on X 2025-07-16 15:48:52 UTC 161K followers, 35.2K engagements

"Uber $UBER and Baidu $BIDU recently partnered to launch robotaxis on Uber's platform with the first vehicles expected to be available in Asia and the Middle East later this year with future rollouts in Europe and Oceania. $TSLA $PONY $WRD $GOOG"
@Beth_Kindig Avatar @Beth_Kindig on X 2025-07-18 20:08:44 UTC 161K followers, 23.6K engagements

"Nvidia $NVDA and Snowflake $SNOW in LLM startup Reka AI's $110M funding round valuing the firm at more than $1B"
@Beth_Kindig Avatar @Beth_Kindig on X 2025-07-22 17:00:56 UTC 161.1K followers, 27.2K engagements

"Nvidia $NVDA versus AMD $AMD -- not in terms of market share. Rather which one has the highest returns by 2028 over a 3-year period"
@Beth_Kindig Avatar @Beth_Kindig on X 2025-06-18 15:15:40 UTC 161K followers, 100.4K engagements

"ServiceNow $NOW is expected to report XXXX% earnings growth to $XXXX in Q2 with revenue rising XXXX% to $XXXX billion. ServiceNow's Now Assist ACV contribution is expected to reach $1B by the end of 2026 up from $250M in May. $GOOG $AMZN $MSFT $CRM"
@Beth_Kindig Avatar @Beth_Kindig on X 2025-07-23 18:51:40 UTC 161.1K followers, 26.6K engagements

"Global data created is forecast to nearly double from XXX zettabytes in 2024 to XXX zettabytes by 2027 driven by increased AI consumption. This is nearly 9x growth in less than a decade from XX ZB in 2018. $MSFT $GOOG $AMZN $SNOW $NVDA"
@Beth_Kindig Avatar @Beth_Kindig on X 2025-07-21 17:57:08 UTC 161.1K followers, 23.2K engagements

"Once left behind in the cloud era Oracle $ORCL is finding its way into the AI spotlight forecasting XX% IaaS growth next year. But can this long-forgotten giant really compete with the Big X in the AI race to become a $X trillion company"
@Beth_Kindig Avatar @Beth_Kindig on X 2025-07-18 17:09:22 UTC 161.1K followers, 27K engagements

"Based on Metas $META newest data center plans for up to XX GW of capacity coming online across four facilities Jefferies estimates the total revenue opportunity to Nvidia $NVDA from these plans at $250B"
@Beth_Kindig Avatar @Beth_Kindig on X 2025-07-26 21:12:17 UTC 161.1K followers, 56.2K engagements

"Citi recently raised its 2028 AI compute TAM by nearly XX% to $XXX billion seeing stronger sovereign AI demand especially for Nvidia $NVDA. Citi noted that participants at Nvidias recent Generative AI conference laid out possible benchmarks of 10000 GPUs per 100000 employees for large companies or governments. $AMD $AVGO $MRVL"
@Beth_Kindig Avatar @Beth_Kindig on X 2025-07-20 20:35:50 UTC 161.1K followers, 78.3K engagements

"Nvidias $NVDA CoWoS allocation in 2026 is estimated to be between 450K to 640K wafers depending on TSMCs $TSM capacity up from 375K in 2025. $AVGO $AMD"
@Beth_Kindig Avatar @Beth_Kindig on X 2025-07-19 21:31:49 UTC 161.1K followers, 45.4K engagements

"Alphabet $GOOG capex was $XXXXX billion in Q2 up XX% YoY accelerating from XX% growth in Q1. Alphabet also boosted its capex forecast for 2025 from $XX billion to $XX billion. $AMZN $MSFT $NVDA $AVGO"
@Beth_Kindig Avatar @Beth_Kindig on X 2025-07-23 20:24:39 UTC 161.1K followers, 61.4K engagements

"ASML $ASML reported Q2 revenue of 7.7B ahead of estimates for 7.54B while bookings of 5.44B also beat estimates of 4.8B per Bloomberg. However for Q3 ASML guided for 7.4-7.9B in revenue below consensus of 8.2B. $INTC $TSM $KLAC $LRCX $AMAT"
@Beth_Kindig Avatar @Beth_Kindig on X 2025-07-16 12:33:09 UTC 161.1K followers, 25.8K engagements

"For 2026 ASML $ASML CEO Christophe Fouquet said that "while we still prepare for growth in 2026 we cannot confirm it at this stage." $INTC $TSM $KLAC $LRCX $AMAT"
@Beth_Kindig Avatar @Beth_Kindig on X 2025-07-16 12:50:00 UTC 161.1K followers, 16.9K engagements

"CoreWeave $CRWV announced plans to raise $1.5B in senior debt in part to refinance existing debt and help its expansion plans. The deal is expected to price on Tuesday. $NVDA $NBIS $CORZ"
@Beth_Kindig Avatar @Beth_Kindig on X 2025-07-21 19:43:56 UTC 161.1K followers, 40.6K engagements

"Oppenheimer named Nvidia $NVDA Broadcom $AVGO Marvell $MRVL and Monolithic Power $MPWR its top picks in semis saying: Against a noisy macro/tariff backdrop we view AI as the best/safest growth vector"
@Beth_Kindig Avatar @Beth_Kindig on X 2025-04-22 16:43:49 UTC 161.1K followers, 37.1K engagements

"OpenAI is working to integrate a payment checkout system into ChatGPT and any merchants fulfilling orders via the checkout system will pay a commission to OpenAI. $MSFT $AMZN $GOOG"
@Beth_Kindig Avatar @Beth_Kindig on X 2025-07-23 15:20:08 UTC 161.1K followers, 24.5K engagements

"TSMC $TSM is ultimately aiming to shift XX% of its 2nm manufacturing to the US though the timeline for when all of its advanced fabs in Arizona will be ready for volume production remains vague. $NVDA $AMD $AVGO $AAPL"
@Beth_Kindig Avatar @Beth_Kindig on X 2025-07-27 14:06:28 UTC 161.1K followers, 17.8K engagements

@Beth_Kindig
/creator/twitter::Beth_Kindig