[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.] #  @CharlesD353 Charles🔸 Charles🔸 posts on X about open ai, money, all the, $googl the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::1721714774/interactions)  - X Week XXXXX +367% - X Month XXXXX +193% - X Months XXXXXX +997% ### Mentions: XX [#](/creator/twitter::1721714774/posts_active)  ### Followers: XXX [#](/creator/twitter::1721714774/followers)  - X Week XXX +0.87% - X Month XXX +1.90% - X Months XXX +16% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1721714774/influencer_rank)  ### Social Influence [#](/creator/twitter::1721714774/influence) --- **Social category influence** [finance](/list/finance) [technology brands](/list/technology-brands) [stocks](/list/stocks) **Social topic influence** [open ai](/topic/open-ai), [money](/topic/money), [all the](/topic/all-the), [$googl](/topic/$googl), [debt](/topic/debt), [ponzi](/topic/ponzi), [microsoft](/topic/microsoft), [meta](/topic/meta), [metric](/topic/metric), [murder](/topic/murder) **Top assets mentioned** [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Microsoft Corp. (MSFT)](/topic/microsoft) ### Top Social Posts [#](/creator/twitter::1721714774/posts) --- Top posts by engagements in the last XX hours "There have been so many terrible arguments for why we're in an AI bubble lately and so few good ones that I've been convinced the appropriate update is in the "not a bubble" direction and increased my already quite long position" [X Link](https://x.com/CharlesD353/status/1978800787640987830) [@CharlesD353](/creator/x/CharlesD353) 2025-10-16T12:30Z XXX followers, XXX engagements "@NunoSempere Even with all the deals they've done they don't have anything like the capital access Google has. Google could raise half a trillion dollars in straight debt without needing any convoluted deals at all" [X Link](https://x.com/CharlesD353/status/1978010392157991126) [@CharlesD353](/creator/x/CharlesD353) 2025-10-14T08:10Z XXX followers, XXX engagements "To expand on why the arguments are bad: "The claims that it is a bubble look mostly like "all these complicated financings sure look suspicious/pattern match to ponzi like things" and "they are spending crazy amounts of money on this". Neither is a very good argument. 1/6" [X Link](https://x.com/CharlesD353/status/1981678412164112710) [@CharlesD353](/creator/x/CharlesD353) 2025-10-24T11:05Z XXX followers, XX engagements "First the financings. Mostly this is just OpenAI stuff. The claim looks something like "Nvidia is giving it's customers money to buy its stuff so the demand is kind of fake". But they are only doing this for those of their customers who don't have a lot of cash handy. 2/6" [X Link](https://x.com/CharlesD353/status/1981678414173188440) [@CharlesD353](/creator/x/CharlesD353) 2025-10-24T11:05Z XXX followers, XX engagements "Nvidia aren't doing this for their biggest customers Meta and Microsoft who are just spending money they definitely have on the chips. It makes sense for OpenAI and Nvidia to not want to be so reliant on partners like this and there's not obviously another way to do that. 3/6" [X Link](https://x.com/CharlesD353/status/1981678416094179579) [@CharlesD353](/creator/x/CharlesD353) 2025-10-24T11:05Z XXX followers, XX engagements "Similarly with the AMD deal it just makes sense for OpenAI to try to diversify away from reliance on Nvidia. All of this demand which relies on weird financings still only amounts to a small fraction of the total demand. 4/6" [X Link](https://x.com/CharlesD353/status/1981678417990049892) [@CharlesD353](/creator/x/CharlesD353) 2025-10-24T11:05Z XXX followers, XX engagements "Secondly on the other point about the amounts being crazy - it mostly comes down to "are they using all this capacity they are building" and "does it look like they will use all the capacity in the future" and the answer I believe is yes. 5/6" [X Link](https://x.com/CharlesD353/status/1981678419931963539) [@CharlesD353](/creator/x/CharlesD353) 2025-10-24T11:05Z XXX followers, XXX engagements "The revenue growth trajectories of OpenAI and even more so Anthropic are crazy and there's no sign of demand for their products slowing down. Much of the dotcom hype was built on companies without much in the way of revenue yet but that is clearly not the case here. 6/6" [X Link](https://x.com/CharlesD353/status/1981678421760770236) [@CharlesD353](/creator/x/CharlesD353) 2025-10-24T11:05Z XXX followers, XXX engagements "@StefanFSchubert Does it cash out into "I think the revenue of LLM companies will stop growing" If so I guess the key question is "when" Some answers to that probably do predict a price crash but I would guess they might be hard to justify" [X Link](https://x.com/CharlesD353/status/1981680765537776030) [@CharlesD353](/creator/x/CharlesD353) 2025-10-24T11:14Z XXX followers, XX engagements "@EliNew18 This seems meaningless without knowing what was in that category and their annualised revenue growth rate. One metric essential never tells you anything without context" [X Link](https://x.com/CharlesD353/status/1981701003587231800) [@CharlesD353](/creator/x/CharlesD353) 2025-10-24T12:35Z XXX followers, XX engagements "@mayaofspring We turned on the 10pm news for probably the first time in X months yesterday and saw this followed by "man who arrived on a small boat and claimed asylum found guilty of inexplicable extremely violent murder of a random lady he was seen dancing and smiling afterwards" " [X Link](https://x.com/CharlesD353/status/1982106722282897567) [@CharlesD353](/creator/x/CharlesD353) 2025-10-25T15:27Z XXX followers, XXX engagements
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@CharlesD353 Charles🔸
Charles🔸 posts on X about open ai, money, all the, $googl the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.
Engagements: XXX #
- X Week XXXXX +367%
- X Month XXXXX +193%
- X Months XXXXXX +997%
Mentions: XX #
Followers: XXX #
- X Week XXX +0.87%
- X Month XXX +1.90%
- X Months XXX +16%
CreatorRank: XXXXXXXXX #
Social Influence #
Social category influence finance technology brands stocks
Social topic influence open ai, money, all the, $googl, debt, ponzi, microsoft, meta, metric, murder
Top assets mentioned Alphabet Inc Class A (GOOGL) Microsoft Corp. (MSFT)
Top Social Posts #
Top posts by engagements in the last XX hours
"There have been so many terrible arguments for why we're in an AI bubble lately and so few good ones that I've been convinced the appropriate update is in the "not a bubble" direction and increased my already quite long position"
X Link @CharlesD353 2025-10-16T12:30Z XXX followers, XXX engagements
"@NunoSempere Even with all the deals they've done they don't have anything like the capital access Google has. Google could raise half a trillion dollars in straight debt without needing any convoluted deals at all"
X Link @CharlesD353 2025-10-14T08:10Z XXX followers, XXX engagements
"To expand on why the arguments are bad: "The claims that it is a bubble look mostly like "all these complicated financings sure look suspicious/pattern match to ponzi like things" and "they are spending crazy amounts of money on this". Neither is a very good argument. 1/6"
X Link @CharlesD353 2025-10-24T11:05Z XXX followers, XX engagements
"First the financings. Mostly this is just OpenAI stuff. The claim looks something like "Nvidia is giving it's customers money to buy its stuff so the demand is kind of fake". But they are only doing this for those of their customers who don't have a lot of cash handy. 2/6"
X Link @CharlesD353 2025-10-24T11:05Z XXX followers, XX engagements
"Nvidia aren't doing this for their biggest customers Meta and Microsoft who are just spending money they definitely have on the chips. It makes sense for OpenAI and Nvidia to not want to be so reliant on partners like this and there's not obviously another way to do that. 3/6"
X Link @CharlesD353 2025-10-24T11:05Z XXX followers, XX engagements
"Similarly with the AMD deal it just makes sense for OpenAI to try to diversify away from reliance on Nvidia. All of this demand which relies on weird financings still only amounts to a small fraction of the total demand. 4/6"
X Link @CharlesD353 2025-10-24T11:05Z XXX followers, XX engagements
"Secondly on the other point about the amounts being crazy - it mostly comes down to "are they using all this capacity they are building" and "does it look like they will use all the capacity in the future" and the answer I believe is yes. 5/6"
X Link @CharlesD353 2025-10-24T11:05Z XXX followers, XXX engagements
"The revenue growth trajectories of OpenAI and even more so Anthropic are crazy and there's no sign of demand for their products slowing down. Much of the dotcom hype was built on companies without much in the way of revenue yet but that is clearly not the case here. 6/6"
X Link @CharlesD353 2025-10-24T11:05Z XXX followers, XXX engagements
"@StefanFSchubert Does it cash out into "I think the revenue of LLM companies will stop growing" If so I guess the key question is "when" Some answers to that probably do predict a price crash but I would guess they might be hard to justify"
X Link @CharlesD353 2025-10-24T11:14Z XXX followers, XX engagements
"@EliNew18 This seems meaningless without knowing what was in that category and their annualised revenue growth rate. One metric essential never tells you anything without context"
X Link @CharlesD353 2025-10-24T12:35Z XXX followers, XX engagements
"@mayaofspring We turned on the 10pm news for probably the first time in X months yesterday and saw this followed by "man who arrived on a small boat and claimed asylum found guilty of inexplicable extremely violent murder of a random lady he was seen dancing and smiling afterwards" "
X Link @CharlesD353 2025-10-25T15:27Z XXX followers, XXX engagements