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# ![@ConsensusLong Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1740194409675636737.png) @ConsensusLong Consensus Long

Consensus Long posts on X about $cls, $nvda, $vrt, $avgo the most. They currently have XXX followers and X posts still getting attention that total XXX engagements in the last XX hours.

### Engagements: XXX [#](/creator/twitter::1740194409675636737/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1740194409675636737/c:line/m:interactions.svg)

- X Week XXXXXX +485,150%
- X Month XXXXXX +62,529%
- X Months XXXXXX +14,081%
- X Year XXXXXX -XX%

### Mentions: X [#](/creator/twitter::1740194409675636737/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1740194409675636737/c:line/m:posts_active.svg)

- X Week X +200%
- X Month X +200%
- X Months XX +200%
- X Year XX -XX%

### Followers: XXX [#](/creator/twitter::1740194409675636737/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1740194409675636737/c:line/m:followers.svg)

- X Week XXX +2.70%
- X Month XXX +3.40%
- X Months XXX +39%
- X Year XXX +0.13%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::1740194409675636737/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1740194409675636737/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1740194409675636737/influence)
---

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

**Social topic influence**
[$cls](/topic/$cls) #13, [$nvda](/topic/$nvda) #1220, [$vrt](/topic/$vrt) #53, [$avgo](/topic/$avgo) #102, [$hut](/topic/$hut) #28, [$apld](/topic/$apld) #27, [investment](/topic/investment) 66.67%, [$amd](/topic/$amd) #234, [nvda](/topic/nvda) 66.67%, [all the](/topic/all-the) XXXXX%

**Top accounts mentioned or mentioned by**
[@michaeljoh82712](/creator/undefined) [@fischerrandom1](/creator/undefined)

**Top assets mentioned**
[Coldstack (CLS)](/topic/$cls) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Vertiv Holdings Co (VRT)](/topic/$vrt) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Hut X Mining Corp. (HUT)](/topic/$hut) [Applied Blockchain, Inc. Common Stock (APLD)](/topic/$apld) [Advanced Micro Devices (AMD)](/topic/$amd) [Accenture (ACN)](/topic/$acn) [GLOBANT S.A. (GLOB)](/topic/$glob) [EPAM Systems, Inc. (EPAM)](/topic/$epam) [Cognizant Technology Solutions Corp (CTSH)](/topic/$ctsh)
### Top Social Posts [#](/creator/twitter::1740194409675636737/posts)
---
Top posts by engagements in the last XX hours

"This one is for all the AI Capex bears X% of GDP today versus 2-5% of GDP (peak) for other major technology investment cycles. *If* we are in a bubble still have a hell of a long way to go to the top $CLS $AMD $NVDA $VRT $AVGO $HUT $APLD"  
[X Link](https://x.com/ConsensusLong/status/1979725177060737430) [@ConsensusLong](/creator/x/ConsensusLong) 2025-10-19T01:43Z XXX followers, 39.2K engagements


"While everyone is searching for legacy software companies with a killer AI features. what happens if the next wave of AI beneficiaries are the undervalued and washed out IT service stocks $ACN $GLOB $EPAM $CTSH"  
[X Link](https://x.com/ConsensusLong/status/1942626062707327261) [@ConsensusLong](/creator/x/ConsensusLong) 2025-07-08T16:45Z XXX followers, 3949 engagements


"After doing some industry checks I suspect we will see YoY acceleration in cloud revenue growth across the board at AWS Azure and GCP. Mostly attributable to incremental AI workloads on top of a stable core base. This will further challenge the no ROI thesis"  
[X Link](https://x.com/ConsensusLong/status/1980617939016421642) [@ConsensusLong](/creator/x/ConsensusLong) 2025-10-21T12:51Z XXX followers, XXX engagements