# ![@DavidTimis Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::418772815.png) @DavidTimis David Timis

David Timis posts on X about ai, $goog, $amzn, $nvda the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::418772815/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::418772815/c:line/m:interactions.svg)

- [--] Week [------] +4,983%
- [--] Month [------] +106%
- [--] Months [------] +635%
- [--] Year [------] +110%

### Mentions: [--] [#](/creator/twitter::418772815/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::418772815/c:line/m:posts_active.svg)

- [--] Week [--] -19%
- [--] Month [---] +68%
- [--] Months [---] +327%
- [--] Year [---] +411%

### Followers: [------] [#](/creator/twitter::418772815/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::418772815/c:line/m:followers.svg)

- [--] Week [---] +0.38%
- [--] Month [---] +0.76%
- [--] Months [---] +4.80%
- [--] Year [---] +6.60%

### CreatorRank: [-------] [#](/creator/twitter::418772815/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::418772815/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [technology brands](/list/technology-brands)  [finance](/list/finance)  [celebrities](/list/celebrities)  [countries](/list/countries)  [cryptocurrencies](/list/cryptocurrencies)  [automotive brands](/list/automotive-brands)  [travel destinations](/list/travel-destinations)  [la liga](/list/la-liga)  [social networks](/list/social-networks) 

**Social topic influence**
[ai](/topic/ai), [$goog](/topic/$goog) #195, [$amzn](/topic/$amzn) #826, [$nvda](/topic/$nvda), [$msft](/topic/$msft) #470, [meta](/topic/meta), [copper](/topic/copper) #649, [open ai](/topic/open-ai), [in the](/topic/in-the), [goog](/topic/goog)

**Top accounts mentioned or mentioned by**
[@alc2022](/creator/undefined) [@stocksavvyshay](/creator/undefined) [@amitisinvesting](/creator/undefined) [@jamesclear](/creator/undefined) [@anthropicai](/creator/undefined) [@realmadrid](/creator/undefined) [@elonmusk](/creator/undefined) [@openai](/creator/undefined) [@joecarlsonshow](/creator/undefined) [@wolfrmfc](/creator/undefined) [@nvidia](/creator/undefined) [@shaneparrish](/creator/undefined) [@jaynitx](/creator/undefined) [@scottadamssays](/creator/undefined) [@arnytrezzi](/creator/undefined) [@techfund1](/creator/undefined) [@iamtomnash](/creator/undefined) [@rihardjarc](/creator/undefined) [@naval](/creator/undefined) [@morganhousel](/creator/undefined)

**Top assets mentioned**
[Alphabet Inc Class A (GOOGL)](/topic/$goog) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Microsoft Corp. (MSFT)](/topic/$msft) [Metadium (META)](/topic/$meta) [Vistra, Corp. (VST)](/topic/$vst) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Constellation Energy Corp (CEG)](/topic/$ceg) [Advanced Micro Devices (AMD)](/topic/$amd) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Tesla, Inc. (TSLA)](/topic/$tsla) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Micron Technology, Inc. (MU)](/topic/$mu) [RAI Finance (SOFI)](/topic/$sofi) [NVIDIA (NVIDIA)](/topic/$nvidia) [Crowdstrike Holdings Inc (CRWD)](/topic/$crwd) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [Duolingo, Inc.  (DUOL)](/topic/$duol) [Marvell Technology Inc (MRVL)](/topic/$mrvl) [CoreWeave, Inc (CRWV)](/topic/$crwv) [Intel Corporation (INTC)](/topic/$intc) [Snowflake Inc. (SNOW)](/topic/$snow) [Freeport-McMoRan Inc (FCX)](/topic/$fcx) [UiPath, Inc. (PATH)](/topic/$path) [Grab Holdings Limited Class A Ordinary Shares (GRAB)](/topic/$grab) [QuantumCore (QBS)](/topic/quantum) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Goldman Sachs (GS)](/topic/goldman-sachs) [EQT, Corp. (EQT)](/topic/$eqt)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@alc2022 How do you see $PLTR's digital twins capabilities with those of $U"  
[X Link](https://x.com/DavidTimis/status/1668745398779781120)  2023-06-13T22:21Z [---] followers, [---] engagements


"@AITechInvesting We all know that over the past decade tech companies have been fighting each other for controlling human attention. With the new generation of #AI the battlefront is shifting from attention to intimacy for which $META or $GOOG are better placed than $AMZN"  
[X Link](https://x.com/DavidTimis/status/1672862157631782912)  2023-06-25T06:59Z [---] followers, [--] engagements


"@Beth_Kindig For some reason it's not reflected in the price of $U"  
[X Link](https://x.com/DavidTimis/status/1690633232939622400)  2023-08-13T07:55Z [---] followers, [--] engagements


"@alc2022 I wonder how my S&P [---] companies are using it as compared to CUDA. I invest in both AMD & NVIDIA and I hope both will win big but as things are looking now NVIDIA just seems miles away from AMD (or anyone else in the industry) on both the hardware & software side of GPUs"  
[X Link](https://x.com/DavidTimis/status/1727383294008799675)  2023-11-22T17:47Z [---] followers, [---] engagements


"@SamMeciar @Josh_Invests_ ChatGPT and Google have different use cases. There is room for both. However ChatGPT will likely not be as pervasive as Google has become over the years"  
[X Link](https://x.com/DavidTimis/status/1731276583514611962)  2023-12-03T11:37Z [---] followers, [--] engagements


"@FunOfInvesting reading Elon Musk's biography written by Walter Isaacson and having a 😲 moment reading that Musk wanted to build a one-stop shop for all financial needs close to [--] years ago which resembles @anthonynoto's vision for $SoFi"  
[X Link](https://x.com/DavidTimis/status/1739437599364649170)  2023-12-26T00:06Z [---] followers, [---] engagements


"@ftr_investors Not anymore since the founder took a step back from managing the company which for me was a sign that he is no longer interested enough in PATH's potential to disrupt the RPA industry (more than it has):"  
[X Link](https://x.com/DavidTimis/status/1739680331173646798)  2023-12-26T16:11Z [---] followers, [---] engagements


"@briefstocks I would add the potential to be acquired by an $NVDA or a $GOOG for their data trove of physical spaces"  
[X Link](https://x.com/DavidTimis/status/1742117037617332484)  2024-01-02T09:34Z [---] followers, [--] engagements


"@alc2022 I tend to disagree. It's all about trust and resistance to change. If company X has been a $MSFT client for years they will not turn to $PATH unless there is a huge difference in performance that could help them overcome their resistance to change"  
[X Link](https://x.com/DavidTimis/status/1743564052662489428)  2024-01-06T09:23Z [---] followers, [--] engagements


"@arny_trezzi Why terrible I know a few people in their sales team and they're great"  
[X Link](https://x.com/DavidTimis/status/1749752152484934070)  2024-01-23T11:13Z [---] followers, [---] engagements


"@alc2022 AMD needs a competitive software layer similar to NVIDIA's CUDA if it wants to achieve half of the things you mentioned"  
[X Link](https://x.com/DavidTimis/status/1759558481399386376)  2024-02-19T12:40Z [---] followers, [----] engagements


"@alc2022 Elon Musk's pioneering work to reinvent manufacturing processes will be comparable to the work Frederick Winslow Taylor (the American mechanical engineer that inspired the practice that bears his name 'taylorism') has done to improve industrial efficiency"  
[X Link](https://x.com/DavidTimis/status/1759943291166978303)  2024-02-20T14:09Z [---] followers, [---] engagements


"@alc2022 Jensen Huang explaining in a few more words what I meant about NVIDIA's current advantage in front of AMD which is mainly to do with CUDA (see 1:30)"  
[X Link](https://x.com/DavidTimis/status/1761105152541409432)  2024-02-23T19:06Z [---] followers, [--] engagements


"@IoanDragosT @DIGITALEUROPE I hope you had someone from $PLTR in the panel otherwise the lessons shared would have been missing a key player in the equation the tech company that did more than some governments to defend Ukraine at its darkest hour"  
[X Link](https://x.com/DavidTimis/status/1780284528117837924)  2024-04-16T17:18Z [---] followers, [--] engagements


"@TripleNetInvest Is it just me or does he look a bit like a bald version of Joe Biden"  
[X Link](https://x.com/DavidTimis/status/1789186215863836730)  2024-05-11T06:50Z [---] followers, [--] engagements


"@techfund1 @elonmusk But would you add $NVDA at today's price"  
[X Link](https://x.com/DavidTimis/status/1789605364368863601)  2024-05-12T10:35Z [---] followers, [--] engagements


"@tekbog he has potential for next year's #Eurovision"  
[X Link](https://x.com/DavidTimis/status/1790503728853721276)  2024-05-14T22:05Z [---] followers, [--] engagements


"@ylecun What do you refer by 'WE' Last time I checked it's only a handful of companies designing and building frontier AI"  
[X Link](https://x.com/DavidTimis/status/1795168904723013973)  2024-05-27T19:03Z [---] followers, [--] engagements


"@ClementDelangue @ylecun @elonmusk Elon is in a different league than Yann"  
[X Link](https://x.com/DavidTimis/status/1795576758848418143)  2024-05-28T22:03Z [---] followers, [--] engagements


"@StockSavvyShay $U solid I wouldn't say so"  
[X Link](https://x.com/DavidTimis/status/1796558822519251316)  2024-05-31T15:06Z [---] followers, [---] engagements


"@StockSavvyShay this is like comparing apples to oranges in my view. I don't think $SNOW will ever experience such a surge"  
[X Link](https://x.com/DavidTimis/status/1800275233896607952)  2024-06-10T21:13Z [---] followers, [----] engagements


"@macdaddy0324 @StockSavvyShay Wiz will get bought by $GOOG"  
[X Link](https://x.com/DavidTimis/status/1814247457129115971)  2024-07-19T10:34Z [---] followers, [--] engagements


"@DefiyantlyFree I'd also remove the whole ticket if I were them. Biden is too feeble to survive a second term and Kamala is unloved by a good number of the democratic party members. So change them both while there still is some time albeit little"  
[X Link](https://x.com/DavidTimis/status/1814699840875487407)  2024-07-20T16:32Z [---] followers, [--] engagements


"@arny_trezzi $HOOD not $SOFI interesting"  
[X Link](https://x.com/DavidTimis/status/1816855423128916310)  2024-07-26T15:17Z [---] followers, [---] engagements


"@StockSavvyShay The headline doesn't say anything about $CRWD being invited so I wonder where did you deduct that they will be"  
[X Link](https://x.com/DavidTimis/status/1827242632763908503)  2024-08-24T07:12Z [---] followers, [---] engagements


"@amitisinvesting Yet the Vix stays put :))"  
[X Link](https://x.com/DavidTimis/status/1828059535212249294)  2024-08-26T13:18Z [---] followers, [---] engagements


"Together with H.E. @AlexGradinar1 the Ambassador of to the Republic of attending the @BledStratForum #BSF2024#bledstrategicforum #diplomacy #Romania #Slovenia"  
[X Link](https://x.com/DavidTimis/status/1830889626833215689)  2024-09-03T08:44Z [---] followers, [---] engagements


"@CuriousPejjy @AIDRIVR More on FSD and the Tesla vs. Waymo battle: https://www.linkedin.com/posts/davidtimis_ai-autonomousdriving-cars-activity-7238244638120181760-2wadutm_source=share&utm_medium=member_android https://www.linkedin.com/posts/davidtimis_ai-autonomousdriving-cars-activity-7238244638120181760-2wadutm_source=share&utm_medium=member_android"  
[X Link](https://x.com/DavidTimis/status/1832482471876681939)  2024-09-07T18:14Z [---] followers, [--] engagements


"@iamtomnash More on FSD and the Tesla vs. Waymo battle: https://www.linkedin.com/posts/davidtimis_ai-autonomousdriving-cars-activity-7238244638120181760-2wadutm_source=share&utm_medium=member_android https://www.linkedin.com/posts/davidtimis_ai-autonomousdriving-cars-activity-7238244638120181760-2wadutm_source=share&utm_medium=member_android"  
[X Link](https://x.com/DavidTimis/status/1832482623954063766)  2024-09-07T18:14Z [---] followers, [--] engagements


"@lugaricano Ask not where are the leaders or the institutions but instead where are the people to take us there. With countries like Germany Italy and others that are faced with a demographic crisis Europeans are dropping in numbers like never before. That's the key challenge in my view"  
[X Link](https://x.com/DavidTimis/status/1833455605454889327)  2024-09-10T10:40Z [---] followers, [--] engagements


"@studios "If humanoid robots can operate at scale they could generate $24 trillion in revenues." - That's a big IF"  
[X Link](https://x.com/DavidTimis/status/1834145589228954045)  2024-09-12T08:22Z [---] followers, [--] engagements


"@DividendTalks Except if it is called $PLTR"  
[X Link](https://x.com/DavidTimis/status/1835588070655041549)  2024-09-16T07:54Z [---] followers, [--] engagements


"@techfund1 There are enough 'fish in the sea' for both $S & $CRWD as the cybersecurity space will only grow in importance"  
[X Link](https://x.com/DavidTimis/status/1835610059868434604)  2024-09-16T09:21Z [---] followers, [---] engagements


"@vonderleyen @Keir_Starmer @UN @EU_Commission In the margins indeed 😁"  
[X Link](https://x.com/DavidTimis/status/1839281577764724858)  2024-09-26T12:31Z [---] followers, [--] engagements


""Focus on what you are doing. Get better at what are you doing. Everything else is a waste of time. - Jerry Seinfeld"  
[X Link](https://x.com/DavidTimis/status/1843024761418580088)  2024-10-06T20:25Z [---] followers, [--] engagements


"@KianSadeghi5 @sequoia $HIMS anyone"  
[X Link](https://x.com/DavidTimis/status/1845866904692432947)  2024-10-14T16:38Z [---] followers, [---] engagements


"@arny_trezzi They deliver the ontology to leverage them (LLMs work with data so the better more structured the data is the better the outcome) not necessarily the AI agents themselves or at least not to my knowledge"  
[X Link](https://x.com/DavidTimis/status/1846543508993200398)  2024-10-16T13:27Z [---] followers, [---] engagements


"@arny_trezzi Exactly so you can deploy your own AI agents not necessarily ones developed by Palantir. They prepare the ground for AI agents to be useful by helping companies integrate and make sense of their data"  
[X Link](https://x.com/DavidTimis/status/1846545841370095779)  2024-10-16T13:36Z [---] followers, [---] engagements


"@RihardJarc I tend to disagree. TSM is essential for the world but in a very tricky spot given the tensions between China and Taiwan. Also they are in the very resource intensive foundry space not the chip design space which is lean and with incredible gross margins"  
[X Link](https://x.com/DavidTimis/status/1846885207795724337)  2024-10-17T12:05Z [---] followers, [----] engagements


"@GrindeOptions I think $SOFI is both. Robinhood is just too 'robinhoodesque' for the powers that be to make it in the long-run"  
[X Link](https://x.com/DavidTimis/status/1846939800768528870)  2024-10-17T15:42Z [---] followers, [---] engagements


"@carlquintanilla @FT Wouldn't that acquisition make more sense for $ABNB"  
[X Link](https://x.com/DavidTimis/status/1846952276528976095)  2024-10-17T16:31Z [---] followers, [--] engagements


"@AmosMurphy_ So why did Rodri win it again"  
[X Link](https://x.com/DavidTimis/status/1851397591050727458)  2024-10-29T22:55Z [---] followers, [--] engagements


"@TheEuropeanLad My message to them is - don't hate the player (Rodri) hate the game (@ballondor)"  
[X Link](https://x.com/DavidTimis/status/1851613388029174111)  2024-10-30T13:13Z [---] followers, [--] engagements


"@TihoBrkan He is buying T-bill for a reason which explains all the other moves. T-bills are best used when one is nearing retirement and prioritising capital preservation. The end might be near for Buffett and he is just preparing to leave $BRK in the best financial position possible"  
[X Link](https://x.com/DavidTimis/status/1853039440416878653)  2024-11-03T11:40Z [---] followers, [----] engagements


"@iamtomnash The indicator is the S&P [---] Index performance in the three months leading up to Election Day: S&P [---] trending higher: The incumbent party usually retains the White House. S&P [---] trending lower: The incumbent party usually loses"  
[X Link](https://x.com/DavidTimis/status/1853473717612941370)  2024-11-04T16:25Z [---] followers, [--] engagements


"@AndrewYang Could have would have and should have.the democratic party leadership has shot itself in the leg. Now its time to reflect regroup and rebuild"  
[X Link](https://x.com/DavidTimis/status/1854263010841272682)  2024-11-06T20:42Z [---] followers, [--] engagements


"@munster_gene Gene only reason the increase is Musk's relationship with the President Elect Donald Trump"  
[X Link](https://x.com/DavidTimis/status/1856107875023966249)  2024-11-11T22:52Z [---] followers, [--] engagements


"@studios Why not just have less calls Just sayin'"  
[X Link](https://x.com/DavidTimis/status/1861330408945705131)  2024-11-26T08:45Z [---] followers, [--] engagements


"@amitisinvesting $GRAB it like it's hot 😁"  
[X Link](https://x.com/DavidTimis/status/1863178442423845283)  2024-12-01T11:08Z [---] followers, [--] engagements


"No society remains static. The world is not static. You must go with the flow of world events"  
[X Link](https://x.com/DavidTimis/status/1863564541121921099)  2024-12-02T12:43Z [---] followers, [--] engagements


"@lone_Ranger95 Mbappe did the same at PSG"  
[X Link](https://x.com/DavidTimis/status/1864651018270593264)  2024-12-05T12:40Z [---] followers, [---] engagements


"Our minds are like champagne corks that once opened swell and do not fit back in the bottle"  
[X Link](https://x.com/DavidTimis/status/1869324724758786521)  2024-12-18T10:11Z [---] followers, [--] engagements


"Every career has a midnight hour. The smart people leave at five to twelve. But few do"  
[X Link](https://x.com/DavidTimis/status/1869330990570918360)  2024-12-18T10:36Z [---] followers, [--] engagements


"The global workforce continues to age and going forward the global labor market will need to keep growing productivity with fewer workers. #GenAI tools that help maximise employee productivity are a necessary part of the solution to this challenge"  
[X Link](https://x.com/DavidTimis/status/1869385665785524460)  2024-12-18T14:14Z [---] followers, [--] engagements


"@Beth_Kindig that's because they depend on $NVDA like no other big tech rival. $GOOG $AMZN and $META develop their own chips"  
[X Link](https://x.com/DavidTimis/status/1869392992211222672)  2024-12-18T14:43Z [---] followers, [---] engagements


"@epictrades1 Because they don't produce their own like their main cloud rivals $GOOG & $AMZN"  
[X Link](https://x.com/DavidTimis/status/1869466325783052520)  2024-12-18T19:34Z [---] followers, [--] engagements


"@StockSavvyShay Neither big tech nor broadcom are the serious challengers here since they cater to a different audience (i.e. big tech makes their own chips with broadcom's help but they still need NVIDIA's GPUs). The real challenger is AMD if they get their software side together (i.e. ROCm)"  
[X Link](https://x.com/DavidTimis/status/1870864227168366828)  2024-12-22T16:09Z [---] followers, [---] engagements


"@StockSavvyShay It is overvalued. $GOOG will own quantum computing"  
[X Link](https://x.com/DavidTimis/status/1870896544188342524)  2024-12-22T18:17Z [---] followers, [---] engagements


"@FabrizioRomano @RisingBallers_ Mbappe goal + assist"  
[X Link](https://x.com/DavidTimis/status/1870897286831915518)  2024-12-22T18:20Z [---] followers, [---] engagements


"@iamtomnash Would you still maintain your bets on $ANET & $SMCI going into 2025"  
[X Link](https://x.com/DavidTimis/status/1871562824583119141)  2024-12-24T14:25Z [---] followers, [--] engagements


"@cantonmeow I would add $NVDA and $GOOG to the list"  
[X Link](https://x.com/DavidTimis/status/1872246614557151257)  2024-12-26T11:42Z [---] followers, [---] engagements


"@nathanbenaich that's because they depend on $NVDA like no other big tech rival. $GOOG $AMZN and $META develop their own chips"  
[X Link](https://x.com/DavidTimis/status/1872248672072970388)  2024-12-26T11:50Z [---] followers, [--] engagements


"@DividendDude_X What abou $META"  
[X Link](https://x.com/DavidTimis/status/1872788904224637203)  2024-12-27T23:37Z [---] followers, [--] engagements


"@marc_slans the big [--] + $AVGO already make up around 40% of the S&P [---] so yes better own them than the entire index"  
[X Link](https://x.com/DavidTimis/status/1872929866892624359)  2024-12-28T08:57Z [---] followers, [--] engagements


"@KGhazzagh Note to solar stock investors: solar energy storage systems typically rely on lithium-ion batteries - overwhelmingly supplied by China. Given how frosty US-China relations are I would wait for Trump to start his second term before committing to any solar stocks"  
[X Link](https://x.com/DavidTimis/status/1873515615283237076)  2024-12-29T23:45Z [---] followers, [--] engagements


"@StockSavvyShay I would add $GOOG to the list"  
[X Link](https://x.com/DavidTimis/status/1875263345424822567)  2025-01-03T19:29Z [---] followers, [---] engagements


"@UTDTrey Best midfielder in the world hands down"  
[X Link](https://x.com/DavidTimis/status/1875305975089131850)  2025-01-03T22:19Z [---] followers, [---] engagements


"@naval AI won't replace all programmers just the average ones. The best programmers will be augmented and they'll be able to do the job of multiple junior programmers"  
[X Link](https://x.com/DavidTimis/status/1875485052232196318)  2025-01-04T10:10Z [---] followers, [--] engagements


""It's generally human nature to overestimate risk and underestimate opportunity." - Jeff Bezos"  
[X Link](https://x.com/DavidTimis/status/1875541546264883688)  2025-01-04T13:55Z [---] followers, [--] engagements


"@HoratiuJ @StockSavvyShay + the resources to back it up as working on quantum doesn't come cheap"  
[X Link](https://x.com/DavidTimis/status/1875833273286603197)  2025-01-05T09:14Z [---] followers, [--] engagements


"@donaldtusk triumphed in Polands [----] parliamentary elections and returned to be prime minister not because he promised business as usual but because his party Civic Platform was able to forge a compelling new political identity. https://www.theatlantic.com/international/archive/2025/01/liberals-wrong-about-1989/681165/utm_source=native-share&utm_medium=social&utm_campaign=share https://www.theatlantic.com/international/archive/2025/01/liberals-wrong-about-1989/681165/utm_source=native-share&utm_medium=social&utm_campaign=share"  
[X Link](https://x.com/DavidTimis/status/1877473508831224189)  2025-01-09T21:52Z [---] followers, [--] engagements


"@satansbongos @alc2022 @subtle_echo A good entry price perhaps ;) $RKLB are one failed launch away to dropping to $15 or $10"  
[X Link](https://x.com/DavidTimis/status/1878024592351977829)  2025-01-11T10:22Z [---] followers, [---] engagements


"@hikingskiing Easy: $PLTR"  
[X Link](https://x.com/DavidTimis/status/1878150599687995873)  2025-01-11T18:42Z [---] followers, [--] engagements


"@TheEuropeanLad @ZiggoSport Maybe at [--] he will finally find a proper barber"  
[X Link](https://x.com/DavidTimis/status/1878558598143299867)  2025-01-12T21:44Z [---] followers, [---] engagements


"@WolfRMFC This defeat is on Ancelotti alone.time to step up in the next few games or step down"  
[X Link](https://x.com/DavidTimis/status/1878560967744704736)  2025-01-12T21:53Z [---] followers, [---] engagements


"@NTMonX $MU is not the leader in HBM SK Hynix is and by quite some margin. $MU is a rapidly growing number [--]. I'm also owning just making sure you get your facts correct"  
[X Link](https://x.com/DavidTimis/status/1879299910438392011)  2025-01-14T22:49Z [---] followers, [---] engagements


"@JesseCohenInv $AMD is a bigger customer than $NVDA For some reason I struggle to believe that"  
[X Link](https://x.com/DavidTimis/status/1879974560017314076)  2025-01-16T19:30Z [---] followers, [---] engagements


"@Micro2Macr0 No need for much research $PLTR & @anduriltech will own it"  
[X Link](https://x.com/DavidTimis/status/1880722125079851082)  2025-01-18T21:01Z [---] followers, [---] engagements


"@thgstar2 @Micro2Macr0 @anduriltech It's a very different company: "marine technology company engages in the design manufacture and sale of sonar and optical sensors batteries and underwater vehicles." It's like comparing apples to oranges"  
[X Link](https://x.com/DavidTimis/status/1880983503850082522)  2025-01-19T14:19Z [---] followers, [--] engagements


"The richer we have become materially the poorer we become morally and spiritually. We have learned to fly in the air like birds and swim in the sea like fish but we have not learned the simple art of living together as brothers. - Martin Luther King Jr"  
[X Link](https://x.com/DavidTimis/status/1881128779051114715)  2025-01-19T23:57Z [---] followers, [--] engagements


"@alc2022 @incomeinvestor_ You should. Could be bigger than $HIMS"  
[X Link](https://x.com/DavidTimis/status/1882188251504738343)  2025-01-22T22:07Z [---] followers, [----] engagements


"@WolfRMFC He might be resting after the last game. Ancelotti is known for rotating his left and ring wing-backs"  
[X Link](https://x.com/DavidTimis/status/1882193548856242340)  2025-01-22T22:28Z [---] followers, [--] engagements


"@RihardJarc $TSM risky bet given the geopolitical volatility in the region which might heighten in the coming years"  
[X Link](https://x.com/DavidTimis/status/1882927152267722889)  2025-01-24T23:03Z [---] followers, [---] engagements


"@BIGVartEmaten @RihardJarc The risk of China making a play now might be actually higher with Trump in office if push comes to shove"  
[X Link](https://x.com/DavidTimis/status/1883092904106963116)  2025-01-25T10:01Z [---] followers, [--] engagements


"@mvcinvesting What's a good entry price into the stock in your view"  
[X Link](https://x.com/DavidTimis/status/1883306011630694506)  2025-01-26T00:08Z [---] followers, [--] engagements


"@realmadrid Buy another central defender. Real won't win anything this season with a central defender from the youth team and a defensive midfielder converted to central defender in the first [--]. Please do something"  
[X Link](https://x.com/DavidTimis/status/1886731074840977856)  2025-02-04T10:58Z [---] followers, [---] engagements


"@EMostaque Great read thanks for sharing your thoughts. I post about the same intersection tech-labor on my LinkedIn page: https://www.linkedin.com/posts/davidtimis_artificialintelligence-ai-automation-activity-7291390786133188608--lgFutm_source=share&utm_medium=member_desktop&rcm=ACoAABGsJuIBpH058iTyChDrY305_8-V4G622XU https://www.linkedin.com/posts/davidtimis_artificialintelligence-ai-automation-activity-7291390786133188608--lgFutm_source=share&utm_medium=member_desktop&rcm=ACoAABGsJuIBpH058iTyChDrY305_8-V4G622XU"  
[X Link](https://x.com/DavidTimis/status/1886804669671907798)  2025-02-04T15:51Z [---] followers, [--] engagements


"@WolfRMFC Natural in the first half naturally lazy in the second"  
[X Link](https://x.com/DavidTimis/status/1887263221817745769)  2025-02-05T22:13Z [---] followers, [---] engagements


"Today in the world we have much rage. So best be kind. Kind to others and to yourself"  
[X Link](https://x.com/DavidTimis/status/1899108175866888548)  2025-03-10T14:40Z [---] followers, [--] engagements


"A great read from Singularity University on how DeepSeek AI crashed energy stocks and why it shouldn't have (the hype is real): "In the past training used the most computing power and thus the most energy as it entailed processing huge datasets"  
[X Link](https://x.com/DavidTimis/status/1900863744801902607)  2025-03-15T10:56Z [---] followers, [--] engagements


"@StockMarketNerd Question to ask oneself is $NVIDIA more likely to double from today's valuation or $AMD That is the question"  
[X Link](https://x.com/DavidTimis/status/1905021242094064059)  2025-03-26T22:17Z [---] followers, [--] engagements


"@alc2022 $DUOL stock why"  
[X Link](https://x.com/DavidTimis/status/1905542719478337567)  2025-03-28T08:49Z [---] followers, [--] engagements


"@Steff_Peeters @alc2022 I tend to agree and hope you're right. But what's your take on the recent announcements from $HOOD Pretty exciting and potentially disruptive for $SOFI right"  
[X Link](https://x.com/DavidTimis/status/1905573350996398184)  2025-03-28T10:51Z [---] followers, [---] engagements


"@MadridUniversal @JLSanchez78 Seeing @realmadrid play this season that is a big IF. They should realise that winning football games just based on their individual talent might win games with Levante or Celta Vigo but not with Barcelona or Arsenal. Hope they will wake up in time"  
[X Link](https://x.com/DavidTimis/status/1907830210176700456)  2025-04-03T16:19Z [---] followers, [---] engagements


"The top 10% of Americans own 88% of equities88% of the stock market. The next 40% owns 12%. The bottom 50% has debt. They have credit card bills they rent their homes they have auto loans and weve got to give them some relief. - U.S. Treasury Secretary Scott Bessent"  
[X Link](https://x.com/DavidTimis/status/1909528806093721794)  2025-04-08T08:48Z [---] followers, [--] engagements


"@InvestingVisual At today's price $AMD. 2-3 years ago $NVIDIA all the way"  
[X Link](https://x.com/DavidTimis/status/1910768730386186682)  2025-04-11T18:55Z [---] followers, [---] engagements


"@HLTCO Easy Onana 😁"  
[X Link](https://x.com/DavidTimis/status/1911798086780792839)  2025-04-14T15:05Z [---] followers, [--] engagements


"@ranzafc Saka is not in the same league with any of them"  
[X Link](https://x.com/DavidTimis/status/1917931653483085890)  2025-05-01T13:18Z [---] followers, [--] engagements


""When the data and the anecdotes disagree the anecdotes are usually right." - Jeff Bezos"  
[X Link](https://x.com/DavidTimis/status/1918951059222884665)  2025-05-04T08:49Z [---] followers, [--] engagements


"@TrentAA You made the right call buddy @realmadrid is a dream for any player and no other football club compares to it"  
[X Link](https://x.com/DavidTimis/status/1919416472226377735)  2025-05-05T15:38Z [---] followers, [--] engagements


"@WolfRMFC Seeing this I'm starting to take into consideration the conspiracy theories saying that #VARcelona players are doping"  
[X Link](https://x.com/DavidTimis/status/1921614324000264466)  2025-05-11T17:12Z [---] followers, [----] engagements


"#AI is now infrastructure and this infrastructure just like the internet just like electricity needs factories. - Jensen Huang CEO @nvidia https://blogs.nvidia.com/blog/computex-2025-jensen-huang/utm_source=substack&utm_medium=email https://blogs.nvidia.com/blog/computex-2025-jensen-huang/utm_source=substack&utm_medium=email"  
[X Link](https://x.com/DavidTimis/status/1926228103346421917)  2025-05-24T10:45Z [---] followers, [--] engagements


"@HolySmokas $ELF made the grand finale :)))"  
[X Link](https://x.com/DavidTimis/status/1927121226691907915)  2025-05-26T21:54Z [---] followers, [--] engagements


"If you ask a giant corporation do you use #AI and they say yes do they mean theyre rebuilding their invoice processing around an LLM or that someone in marketing does mockups with @midjourney sometimes https://www.ben-evans.com/benedictevans/2025/6/9/generative-ais-metrics-question https://www.ben-evans.com/benedictevans/2025/6/9/generative-ais-metrics-question"  
[X Link](https://x.com/DavidTimis/status/1932223979185401994)  2025-06-09T23:51Z [---] followers, [--] engagements


"@amitisinvesting What about $GOOG or are they assuming the company won't exist by [----] :))"  
[X Link](https://x.com/DavidTimis/status/1935205895748862359)  2025-06-18T05:20Z [---] followers, [---] engagements


"@alc2022 There are much better opportunities in the market than $DUOL"  
[X Link](https://x.com/DavidTimis/status/1936079678470816157)  2025-06-20T15:12Z [---] followers, [---] engagements


""When everyone agrees something would never work thats precisely when it will. Consensus kills innovation." - @ShaneAParrish"  
[X Link](https://x.com/DavidTimis/status/1936725484135735443)  2025-06-22T09:58Z [---] followers, [--] engagements


""Its no accident that Singapore has a much better record given where it started than the United States. There power was concentrated in one enormously talented person Lee Kuan Yew who was the Warren Buffett of Singapore." - Charlie Munger https://fs.blog/lee-kuan-yew/ https://fs.blog/lee-kuan-yew/"  
[X Link](https://x.com/DavidTimis/status/1936777022153568365)  2025-06-22T13:23Z [---] followers, [--] engagements


""Every perception is to some degree an act of creation and every act of memory is to some degree an act of imagination." - Gerald Edelman"  
[X Link](https://x.com/DavidTimis/status/1936785798960910814)  2025-06-22T13:58Z [---] followers, [--] engagements


"In the age of #AI its still about data but now the advantage goes to the companies who can train on it fastest personalise it deepest and deploy it widest. Companies like $GOOG $META $MSFT $AMZN"  
[X Link](https://x.com/DavidTimis/status/1937138258854425064)  2025-06-23T13:18Z [---] followers, [--] engagements


"Finally a tech executives states the obvious: "It's not enough to top AI benchmarks AI must produce social and economic surplusespecially in critical areas like healthcare education and productivity." Satya Nadella argues that as AI-driven compute grows its energy consumption must earn public legitimacy even if AI only takes 6% of U.S. energyand society must grant permission for that usage. That permission hinges on whether AI generates real measurable value. It's not https://t.co/c1tNDCDMpQ Satya Nadella argues that as AI-driven compute grows its energy consumption must earn public"  
[X Link](https://x.com/DavidTimis/status/1938491316251594873)  2025-06-27T06:55Z [---] followers, [--] engagements


"@WolfRMFC That's Trent mark my words ;)"  
[X Link](https://x.com/DavidTimis/status/1938491900316488014)  2025-06-27T06:57Z [---] followers, [---] engagements


"@theMadridZone @COPE Time to call it quits buddy. Such a drag on Real Madrid's payroll"  
[X Link](https://x.com/DavidTimis/status/1938648985633521784)  2025-06-27T17:21Z [---] followers, [--] engagements


"@JohnHonesty__ @David_Alaba @realmadrid hope you're taking notice. Do us all a favour and release Alaba (and use the money to buy a defender who is fit to play on the left side)"  
[X Link](https://x.com/DavidTimis/status/1938673355697094713)  2025-06-27T18:58Z [---] followers, [---] engagements


"@UTDTrey Wearing socks and crocs is the ultimate flex :))"  
[X Link](https://x.com/DavidTimis/status/1939593889138307482)  2025-06-30T07:56Z [---] followers, [--] engagements


"@elonmusk Same in Romania with PNL & PSD - mainstream parties rule in tandem and/or share power in turns"  
[X Link](https://x.com/DavidTimis/status/1940482920734667041)  2025-07-02T18:49Z [---] followers, [--] engagements


"@naval AI is the ultimate leverage when used wisely"  
[X Link](https://x.com/DavidTimis/status/1942108685657895029)  2025-07-07T06:29Z [---] followers, [--] engagements


"@LucasNavarreteM Bench one start the other easy. Bench Mbappe start Vini"  
[X Link](https://x.com/DavidTimis/status/1943220793330274457)  2025-07-10T08:08Z [---] followers, [---] engagements


""The common trait of people who supposedly have vision is that they spend a lot of time reading and gathering information and then synthesize it until they come up with an idea." - Fred Smith @FedEx Founder"  
[X Link](https://x.com/DavidTimis/status/1944654441019244970)  2025-07-14T07:05Z [---] followers, [--] engagements


"Before there is abundance there will be displacement. #AI #FutureOfWork"  
[X Link](https://x.com/DavidTimis/status/1945934736557318433)  2025-07-17T19:52Z [---] followers, [--] engagements


""Be forgiving with your past self. What's done is done. Take the lessons with you and release the guilt. Be strict with your present self. Win the moment in front of you right now. Be flexible with your future self. There are many paths to success." - @JamesClear"  
[X Link](https://x.com/DavidTimis/status/1945944085186953387)  2025-07-17T20:29Z [---] followers, [--] engagements


"The path to #AGI is a three-horse race right now: @OpenAI @AnthropicAI and @GoogleDeepMind. Each of these organizations are going to take a different path to get there based upon their DNA (consumer vs. business vs. rock-solid-infrastructure + data). https://calv.info/openai-reflections https://calv.info/openai-reflections"  
[X Link](https://x.com/DavidTimis/status/1945970139209318698)  2025-07-17T22:13Z [---] followers, [--] engagements


"@elonmusk Question is does fast = better"  
[X Link](https://x.com/DavidTimis/status/1946186767654170694)  2025-07-18T12:34Z [---] followers, [--] engagements


""Hollowing out the brain with ChatGPT" found that prolonged reliance on LLMs leads to decreased retention and originality in tasks like writing and problem-solving. There arent any shortcuts to learning - youve got to just do the work and feel the pain. https://arxiv.org/pdf/2506.08872 https://arxiv.org/pdf/2506.08872"  
[X Link](https://x.com/DavidTimis/status/1946190674333688086)  2025-07-18T12:49Z [---] followers, [--] engagements


"Another fascinating graph from @benthompson depicting the AI space and its key players. Two questions that remain unanswered (although Ben provides us with some clues) are: who will win the AI race in the consumer space who will be the top players in the enterprise space"  
[X Link](https://x.com/DavidTimis/status/1946541285185147270)  2025-07-19T12:03Z [---] followers, [--] engagements


"@alc2022 And just screw it once to lose it all. Ask the Coldplay concert guy"  
[X Link](https://x.com/DavidTimis/status/1946718152982733305)  2025-07-19T23:45Z [---] followers, [---] engagements


"@TouchlineX Because they added Rashford You must be kiddin' :))"  
[X Link](https://x.com/DavidTimis/status/1946939353327882571)  2025-07-20T14:24Z [---] followers, [--] engagements


"In the age of #AI winning teams have product managers who pair deep user empathy with a fast datarefined gut instinct. They make most decisions quickly and slow down only when fresh evidence contradicts their mental model"  
[X Link](https://x.com/DavidTimis/status/1948004835258925138)  2025-07-23T12:58Z [---] followers, [--] engagements


"@joecarlsonshow Yes at least for now but in the future Tesla is the high risk/high opportunity humanoid robot play"  
[X Link](https://x.com/DavidTimis/status/1948455234164195527)  2025-07-24T18:48Z [---] followers, [--] engagements


"@Ben_Kassan @iruletheworldmo A Project Manhattan for AGI/ASI is in the making"  
[X Link](https://x.com/DavidTimis/status/1948482424591319480)  2025-07-24T20:36Z [---] followers, [--] engagements


""You cant stop the raging storm but singing can change the hearts and spirits of the people who are together on that ship." - Anne Lamott"  
[X Link](https://x.com/DavidTimis/status/1948496744922099804)  2025-07-24T21:33Z [---] followers, [--] engagements


"@emollick Google owns the AI stack end-to-end. Glad to see more people are waking up to this"  
[X Link](https://x.com/DavidTimis/status/1948993021623628016)  2025-07-26T06:25Z [---] followers, [--] engagements


"While $AI will be key it will be like electricity. Key to compete but not a differentiating advantage. Organisations will have to find more edges than AI"  
[X Link](https://x.com/DavidTimis/status/1949511388654694770)  2025-07-27T16:45Z [---] followers, [--] engagements


"@MadridXtra @diarioas Allow me to help. @realmadrid sell this man asap. He was for so many years now not of the quality we're used to from Real Madrid players; sub-par in other words"  
[X Link](https://x.com/DavidTimis/status/1949731816073564394)  2025-07-28T07:21Z [---] followers, [--] engagements


"Companies will need to get unstuck by overcoming fear urgently ending inertia crafting an ability to bring the outside ( outies) point of view into the inside #leadership (innies)"  
[X Link](https://x.com/DavidTimis/status/1950099556609224724)  2025-07-29T07:42Z [---] followers, [--] engagements


"@TouchlineX He just wanted to meet David Beckham (his lifetime hairstyle idol) and he didn't know how :))"  
[X Link](https://x.com/DavidTimis/status/1950833367156449747)  2025-07-31T08:18Z [---] followers, [--] engagements


"@alc2022 Forgetting $NVIDIA"  
[X Link](https://x.com/DavidTimis/status/1951008279964049676)  2025-07-31T19:53Z [---] followers, [--] engagements


"@Vinnytct Lesson: don't trust anyone since everyone is blindly following the metrics that reinforce their thesis"  
[X Link](https://x.com/DavidTimis/status/1951023009508258073)  2025-07-31T20:51Z [---] followers, [---] engagements


"@idris_lfc1 Me pity I hanged up my playing boots a long time ago :))"  
[X Link](https://x.com/DavidTimis/status/1951025114448867578)  2025-07-31T21:00Z [---] followers, [--] engagements


"@joecarlsonshow Still bullish or toning down the bullishness on $AMZN a bit Asking as a shareholder myself"  
[X Link](https://x.com/DavidTimis/status/1951051256312529280)  2025-07-31T22:44Z [---] followers, [----] engagements


"@pepsi @CocaCola + fries"  
[X Link](https://x.com/DavidTimis/status/1951051395404304573)  2025-07-31T22:44Z [---] followers, [--] engagements


"@DeadlineDayLive Having Ronaldo and Gyokesomething in the same sentence is blasphemy"  
[X Link](https://x.com/DavidTimis/status/1951054298546135058)  2025-07-31T22:56Z [---] followers, [--] engagements


"@UTDTrey Sounds like something a premier league club would do. Too much money tends to blindside you"  
[X Link](https://x.com/DavidTimis/status/1951397531071685106)  2025-08-01T21:40Z [---] followers, [--] engagements


"Keep costs as low as possible so you do not have to keep working at a job you dislike to pay for things that impress others versus something that gives you purpose meaning and joy"  
[X Link](https://x.com/DavidTimis/status/1952037794185949678)  2025-08-03T16:04Z [---] followers, [--] engagements


"The goal is to craft expertise earn a stellar reputation practice a growth mindset and build a fortress balance sheet so you have the option to walk away anytime people try to control you or make you feel less"  
[X Link](https://x.com/DavidTimis/status/1952039401464213932)  2025-08-03T16:10Z [---] followers, [--] engagements


"Previous technologies helped more than harmed labor but #AI is different because it seems poised to overwhelming automate tasks currently done by humans rather than improve the productivity of already-automated tasks. https://www.philadelphiafed.org/the-economy/generative-ai-a-turning-point-for-labors-shareutm_source=substack&utm_medium=email https://www.philadelphiafed.org/the-economy/generative-ai-a-turning-point-for-labors-shareutm_source=substack&utm_medium=email"  
[X Link](https://x.com/DavidTimis/status/1952112777021280521)  2025-08-03T21:02Z [---] followers, [--] engagements


"Behind all the headlines sits a basic question: what kind of world are we building #AI labs are becoming nations: with budgets sovereignty claims and foreign policy. Talent flows like capital. GPUs are political assets"  
[X Link](https://x.com/DavidTimis/status/1952120731409518698)  2025-08-03T21:33Z [---] followers, [--] engagements


"@girdley And Team yet still Google somehow managed to fumble the deployment (either because of its lack of a real salesforce or because Google was never that good in its go-to-market strategy for new products/features (see NotebookLM - great AI tool little awareness in the public)"  
[X Link](https://x.com/DavidTimis/status/1952240694640202139)  2025-08-04T05:30Z [---] followers, [--] engagements


"@danielnewmanUV What's your take on $ARM Will they also benefit as much or perhaps more that those [--] names"  
[X Link](https://x.com/DavidTimis/status/1952241222699077907)  2025-08-04T05:32Z [---] followers, [---] engagements


"@YodaStockInvest Forgetting $AMZN at today's price"  
[X Link](https://x.com/DavidTimis/status/1952767925850370245)  2025-08-05T16:25Z [---] followers, [--] engagements


"@RihardJarc People forget that $ALAB has some serious competition in the space including from the likes for $AVGO $MRVL and $NVDA (via its Mellanox acquisition). Is this the kind of company you want to bet on when there are better opportunities in the market including in the chips space"  
[X Link](https://x.com/DavidTimis/status/1953194033582621168)  2025-08-06T20:38Z [---] followers, [---] engagements


"@KayRMFC Are they preparing to use Leganes players as a punching bag or what's up with the initial exercise :))"  
[X Link](https://x.com/DavidTimis/status/1953464611761426714)  2025-08-07T14:33Z [---] followers, [----] engagements


"@danielnewmanUV Great ranking but I would place AMD and ARM higher than TSMC & AVGO given the geopolitical risks potentially facing the former and the growing competition from big tech facing the latter"  
[X Link](https://x.com/DavidTimis/status/1954637572761919716)  2025-08-10T20:14Z [---] followers, [--] engagements


"@danielnewmanUV Also I would add ASML as the 6th semi stock worth having in one's portfolio"  
[X Link](https://x.com/DavidTimis/status/1954637853046284366)  2025-08-10T20:15Z [---] followers, [--] engagements


"@QualityInvest5 That's because we are witnessing a paradigm shift from Software as a Service to Service as a Software (see Palantir)"  
[X Link](https://x.com/DavidTimis/status/1955579975941386301)  2025-08-13T10:39Z [---] followers, [---] engagements


"The smarter #AI gets at our chosen benchmarks the less we treat those benchmarks as proof of intelligence"  
[X Link](https://x.com/DavidTimis/status/1956271398009127228)  2025-08-15T08:27Z [---] followers, [--] engagements


"Disruption changes our definitions of the market. Remember the time analysts calculated the TAM for Uber by calculating the TAM for taxis"  
[X Link](https://x.com/DavidTimis/status/1956287152506945891)  2025-08-15T09:29Z [---] followers, [--] engagements


"#AI places a premium on : 1) outcome versus process 2) selling and adaptability versus knowledge and experience"  
[X Link](https://x.com/DavidTimis/status/1957050737889788202)  2025-08-17T12:03Z [---] followers, [--] engagements


"Choose your #AI usage"  
[X Link](https://x.com/DavidTimis/status/1957072051765719231)  2025-08-17T13:28Z [---] followers, [--] engagements


"@TickerSymbolYOU You would make an big mistake investing in them. https://www.techinvestments.io/p/tech-stocks-investment-ideas-andutm_source=post-email-title&publication_id=1425942&post_id=170764308&utm_campaign=email-post-title&isFreemail=true&r=64peb&triedRedirect=true&utm_medium=email https://www.techinvestments.io/p/tech-stocks-investment-ideas-andutm_source=post-email-title&publication_id=1425942&post_id=170764308&utm_campaign=email-post-title&isFreemail=true&r=64peb&triedRedirect=true&utm_medium=email"  
[X Link](https://x.com/DavidTimis/status/1957150586874314960)  2025-08-17T18:40Z [---] followers, [---] engagements


"@EndicottInvests I see plenty some are highlighted here: https://www.techinvestments.io/p/tech-stocks-investment-ideas-andutm_source=post-email-title&publication_id=1425942&post_id=170764308&utm_campaign=email-post-title&isFreemail=true&r=64peb&triedRedirect=true&utm_medium=email https://www.techinvestments.io/p/tech-stocks-investment-ideas-andutm_source=post-email-title&publication_id=1425942&post_id=170764308&utm_campaign=email-post-title&isFreemail=true&r=64peb&triedRedirect=true&utm_medium=email"  
[X Link](https://x.com/DavidTimis/status/1957150677592866831)  2025-08-17T18:40Z [---] followers, [--] engagements


"@MB_Hogan Those who buy $NBIS are either fools misinformed or both"  
[X Link](https://x.com/DavidTimis/status/1957549804290019753)  2025-08-18T21:06Z [---] followers, [---] engagements


"@The_AI_Investor I call that.a mess"  
[X Link](https://x.com/DavidTimis/status/1957926020339888579)  2025-08-19T22:01Z [---] followers, [--] engagements


"@SamiRmcf15 Wasn't he raised in the Real Madrid youth team Yes"  
[X Link](https://x.com/DavidTimis/status/1960078689619583209)  2025-08-25T20:35Z [---] followers, [--] engagements


"@bayer04_en FYI He spent most of those years warming the bench"  
[X Link](https://x.com/DavidTimis/status/1960595485942563146)  2025-08-27T06:49Z [---] followers, [----] engagements


"@livescore @realmadrid got the best @bayer04_en got the worse and @LFC got the average one"  
[X Link](https://x.com/DavidTimis/status/1960805189394293156)  2025-08-27T20:42Z [---] followers, [--] engagements


"The way to be useful in the world of #AI is to have high levels of expertise in your field. If you're only starting your career the odds are against you but if you leverage AI effectively you can still land with a bit of luck a decent job"  
[X Link](https://x.com/DavidTimis/status/1960823125870023097)  2025-08-27T21:53Z [---] followers, [--] engagements


"@kimmonismus And that the Cloudflare guy is the first one on the list. That's when I stopped taking this seriously"  
[X Link](https://x.com/DavidTimis/status/1961489477160837178)  2025-08-29T18:01Z [---] followers, [--] engagements


"@joecarlsonshow Energy stocks like Constellation & Vistra"  
[X Link](https://x.com/DavidTimis/status/1961755036016357468)  2025-08-30T11:37Z [---] followers, [--] engagements


"@joecarlsonshow DUOL is destined to decline - learning languages has never been easier with the help of chatbots in any of the major LLM provider"  
[X Link](https://x.com/DavidTimis/status/1961790620810289324)  2025-08-30T13:58Z [---] followers, [--] engagements


"The changes underway triggered by #AI feel bigger than the shifts felt during the Fall of the Berlin Wall the Great Financial Crisis the advent of the Internet the Rise of China and the Covid-19 Pandemic. https://rishad.substack.com/p/tectonic-times-5-shiftsutm_source=post-email-title&publication_id=76314&post_id=172361295&utm_campaign=email-post-title&isFreemail=true&r=64peb&triedRedirect=true&utm_medium=email"  
[X Link](https://x.com/DavidTimis/status/1962436455772385322)  2025-09-01T08:44Z [---] followers, [--] engagements


"@FabrizioRomano Wasn't this confirmed a while back Where's the breaking news"  
[X Link](https://x.com/DavidTimis/status/1962584745725858148)  2025-09-01T18:34Z [---] followers, [--] engagements


"@chamath @Tesla"  
[X Link](https://x.com/DavidTimis/status/1964558162520134046)  2025-09-07T05:15Z [---] followers, [--] engagements


"@Memesociiety_ The Indian version of Cameron Diaz"  
[X Link](https://x.com/DavidTimis/status/1964590264967975274)  2025-09-07T07:23Z [---] followers, [--] engagements


"@techfund1 Is this good or bad for the future of $MRVL"  
[X Link](https://x.com/DavidTimis/status/1964637983459639575)  2025-09-07T10:32Z [---] followers, [---] engagements


""Risk management is less about how you respond to risk and more about recognizing how many things can go wrong before they actually do." - @morganhousel"  
[X Link](https://x.com/DavidTimis/status/1964706544970522948)  2025-09-07T15:05Z [---] followers, [--] engagements


""Money is so tangible that its an easy goal to strive for and pursuing it can become the path of least resistance for those who havent discovered what truly feeds their soul." - @morganhousel"  
[X Link](https://x.com/DavidTimis/status/1964714230864891950)  2025-09-07T15:35Z [---] followers, [--] engagements


"@joecarlsonshow The thing is ASML is in a very capital intensive industry and that it depends on a complex supply chain which is susceptible to disruption due to the ongoing trade war and unforeseen geopolitical events. Why risk it when you could invest in the likes of $NVDA & @AMD"  
[X Link](https://x.com/DavidTimis/status/1964801180829385178)  2025-09-07T21:21Z [---] followers, [---] engagements


"@techfund1 Good news from $MU I guess :)"  
[X Link](https://x.com/DavidTimis/status/1965123336964657256)  2025-09-08T18:41Z [---] followers, [---] engagements


""I think the winner of the AI browser space is going to be crowned in the next [--] to [--] months." - Josh Miller The Browser Companys CEO. https://www.theverge.com/web/770947/browser-company-arc-dia-acquired-atlassian https://www.theverge.com/web/770947/browser-company-arc-dia-acquired-atlassian"  
[X Link](https://x.com/DavidTimis/status/1965445450947019165)  2025-09-09T16:01Z [---] followers, [--] engagements


"@amitisinvesting $Grab it while you can right 😁"  
[X Link](https://x.com/DavidTimis/status/1966555900732129691)  2025-09-12T17:33Z [---] followers, [---] engagements


"Tech enthusiasm always runs ahead of tech realities. https://www.economist.com/finance-and-economics/2025/09/07/what-if-the-ai-stockmarket-blows-up https://www.economist.com/finance-and-economics/2025/09/07/what-if-the-ai-stockmarket-blows-up"  
[X Link](https://x.com/DavidTimis/status/1967243111039684912)  2025-09-14T15:04Z [---] followers, [--] engagements


"@StockMKTNewz @fiscal_ai What about $AMZN"  
[X Link](https://x.com/DavidTimis/status/1969742466841764162)  2025-09-21T12:36Z [---] followers, [---] engagements


"#AI capabilities have run so far ahead of our ability to use them well design for/around them incorporate them into business that even if all the foundation models would stop today there would still be years of work to do before we hit the limits of new biz models and UX"  
[X Link](https://x.com/DavidTimis/status/1970026491380748479)  2025-09-22T07:24Z [---] followers, [--] engagements


"@amitisinvesting I'd say it's a keeper. Azure and Oracle will be walking on egg shelves over the next few years since they both depend to a large extent on one risky bet - OpenAI"  
[X Link](https://x.com/DavidTimis/status/1970561572238930360)  2025-09-23T18:51Z [---] followers, [---] engagements


"@StockSavvyShay $AMZN is one of the best infrastructure plays out there"  
[X Link](https://x.com/DavidTimis/status/1970562506365059538)  2025-09-23T18:54Z [---] followers, [---] engagements


"@jakebrowatzke @alc2022 No need for a deep dive. Just exist while you can"  
[X Link](https://x.com/DavidTimis/status/1970952086956482873)  2025-09-24T20:42Z [---] followers, [---] engagements


"@synapticcoder @jakebrowatzke @alc2022 Yes I know them quite well and have been following them since they IPOed"  
[X Link](https://x.com/DavidTimis/status/1971111932343222470)  2025-09-25T07:18Z [---] followers, [---] engagements


"Remember MP3 players GPS devices and digital cameras All of them were replaced by one general-purpose device: the smartphone. It wasnt the best at any one thing at first but it was good enough at everything and ultimately got better"  
[X Link](https://x.com/DavidTimis/status/1971119218159649104)  2025-09-25T07:46Z [---] followers, [--] engagements


"@rihanna Potential name explanation: She really wanted an Irish boy that will turn into a boxer"  
[X Link](https://x.com/DavidTimis/status/1971119930688106795)  2025-09-25T07:49Z [---] followers, [--] engagements


"@a16z China is in the lead for EVs AVs and robotics"  
[X Link](https://x.com/DavidTimis/status/1971858043370721423)  2025-09-27T08:42Z [---] followers, [--] engagements


"My observation has been that mediocre men recognize genius resent it and feel compelled to destroy it. There are very few men of genius. But we need all we can find. Almost without exception they are disagreeable. Don't destroy them. They lay golden eggs.- David Ogilvy"  
[X Link](https://x.com/DavidTimis/status/1972251209538183630)  2025-09-28T10:45Z [---] followers, [--] engagements


"Are we in an #AI bubble Jeff Bezos seems to agree but he isn't particularly worried about it FORMER $AMZN CEO JEFF BEZOS CALLS AI AN INDUSTRIAL BUBBLE" He argues thats how real breakthroughs get funded and believes AI will still reshape every industry and reward society in the long run. https://t.co/6mwgG86mI2 FORMER $AMZN CEO JEFF BEZOS CALLS AI AN INDUSTRIAL BUBBLE" He argues thats how real breakthroughs get funded and believes AI will still reshape every industry and reward society in the long run. https://t.co/6mwgG86mI2"  
[X Link](https://x.com/DavidTimis/status/1974182598734921872)  2025-10-03T18:39Z [---] followers, [--] engagements


"@patientinvestt What's your take on $VST as compared to $CEG"  
[X Link](https://x.com/DavidTimis/status/1974185754286075926)  2025-10-03T18:52Z [---] followers, [----] engagements


"@pforce810 @patientinvestt What's your thesis especially since $CEG is leading in deploying AI and digital tech in nuclear and clean power generation"  
[X Link](https://x.com/DavidTimis/status/1974226113116176616)  2025-10-03T21:32Z [---] followers, [---] engagements


""You can fail at what you don't want so you might as well take a chance on doing what you love." - Jim Carrey"  
[X Link](https://x.com/DavidTimis/status/1974783987030888776)  2025-10-05T10:29Z [---] followers, [--] engagements


"The more I research the debt-financing based business model of neo-clouds such as $CRWV $NBIS $IREN and listen to their founders describe their thesis the more sceptical I am of these 'castles made of sand': https://www.youtube.com/watchv=hltrqdMMo-Q https://www.youtube.com/watchv=hltrqdMMo-Q"  
[X Link](https://x.com/DavidTimis/status/1974930442307633558)  2025-10-05T20:11Z [---] followers, [---] engagements


"@Dingo_HR @MadridXtra @SerieA He sure can. Does he still play like he used to No. That's my point. With his current level he is good enough for the pace in Serie A. International games unless they are in the upper phases of the competition look more like friendlies these days"  
[X Link](https://x.com/DavidTimis/status/1975114008886960445)  2025-10-06T08:20Z [---] followers, [--] engagements


"The tech company most at risk to be disrupted by AI is $META because their goal is to monopolise user attention which is harder to do when users have shiny new 'toys' to play with like @OpenAI's Sora [--]. Glad to see @benthompson tends to agree."  
[X Link](https://x.com/DavidTimis/status/1975234864673628662)  2025-10-06T16:21Z [---] followers, [---] engagements


"@kyle_rmcf @realmadrid staff you better be taking notes. With @KMbappe and vini's speed barcelona is toast next time they meet if Real applies the same strategy"  
[X Link](https://x.com/DavidTimis/status/1975309888160182380)  2025-10-06T21:19Z [---] followers, [---] engagements

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