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# ![@EricJhonsa Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::572077039.png) @EricJhonsa Eric Jhonsa

Eric Jhonsa posts on X about stocks, ponzi, open ai, over the the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

### Engagements: XXXXX [#](/creator/twitter::572077039/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::572077039/c:line/m:interactions.svg)

- X Week XXXXXXX +140%
- X Month XXXXXXX +91%
- X Months XXXXXXXXX -XX%
- X Year XXXXXXXXX -XX%

### Mentions: XX [#](/creator/twitter::572077039/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::572077039/c:line/m:posts_active.svg)

- X Week XX +12%
- X Month XX +7.10%
- X Months XXX -XX%
- X Year XXX -X%

### Followers: XXXXXX [#](/creator/twitter::572077039/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::572077039/c:line/m:followers.svg)

- X Week XXXXXX +0.38%
- X Month XXXXXX +1.90%
- X Months XXXXXX +6.30%
- X Year XXXXXX +17%

### CreatorRank: XXXXXXX [#](/creator/twitter::572077039/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::572077039/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::572077039/influence)
---

**Social category influence**
[finance](/list/finance)  XXXX% [technology brands](/list/technology-brands)  XXXX% [stocks](/list/stocks)  XXXX% [countries](/list/countries)  XXXX% [fashion brands](/list/fashion-brands)  XXXX%

**Social topic influence**
[stocks](/topic/stocks) #2081, [ponzi](/topic/ponzi) 1.64%, [open ai](/topic/open-ai) 1.09%, [over the](/topic/over-the) 1.09%, [saving](/topic/saving) 0.55%, [$tsms](/topic/$tsms) 0.55%, [token](/topic/token) 0.55%, [cagr](/topic/cagr) 0.55%, [$almu](/topic/$almu) 0.55%, [$drs](/topic/$drs) XXXX%

**Top accounts mentioned or mentioned by**
[@kairospraxis](/creator/undefined) [@copycat_invest](/creator/undefined) [@jfangold22776](/creator/undefined) [@fahadhandle](/creator/undefined) [@ajacksonhole](/creator/undefined) [@onefedererfan](/creator/undefined) [@timmsm4](/creator/undefined) [@kakasaahib](/creator/undefined) [@vijay9933](/creator/undefined) [@perseus_85](/creator/undefined) [@beuvingjordy](/creator/undefined) [@davey_juice](/creator/undefined) [@tshirtnjeans2](/creator/undefined) [@perseus85](/creator/undefined) [@riddle245](/creator/undefined) [@copycatinvest](/creator/undefined) [@edwinvanderberg](/creator/undefined) [@alphahunterbr](/creator/undefined) [@romeojawan](/creator/undefined) [@tobaccoveggie](/creator/undefined)

**Top assets mentioned**
[Leonardo DRS, Inc. Common Stock (DRS)](/topic/$drs) [Karman Holdings Inc. (KRMN)](/topic/$krmn) [Voyager Technologies, Inc. (VOYG)](/topic/$voyg) [Open Custody Protocol (OPEN)](/topic/$open) [Oklo Inc. (OKLO)](/topic/$oklo) [Micron Technology, Inc. (MU)](/topic/$mu) [Microsoft Corp. (MSFT)](/topic/$msft)
### Top Social Posts [#](/creator/twitter::572077039/posts)
---
Top posts by engagements in the last XX hours

"Saving these charts for posterity's sake. While there have been larger bubbles in scope what we've seen in some stocks this year feels one-of-a-kind in terms of nihilism and ponzi insanity"  
[X Link](https://x.com/EricJhonsa/status/1978511605651398659) [@EricJhonsa](/creator/x/EricJhonsa) 2025-10-15T17:21Z 22.8K followers, 76.4K engagements


"Main takeaway from $TSM's call: Their forecast for a mid-40s AI revenue CAGR from 2024-2029 will be taken higher in January and they're still not sure by how much due to how quickly customer demand and token consumption are growing (transcript via Quartr)"  
[X Link](https://x.com/EricJhonsa/status/1978814162093449500) [@EricJhonsa](/creator/x/EricJhonsa) 2025-10-16T13:23Z 22.8K followers, 19.5K engagements


"I made a watchlist of defense tech plays (excluding prime contractors). I'm sure I'm missing a few names feel free to mention anything that you think should be in here in the replies"  
[X Link](https://x.com/EricJhonsa/status/1973100330612121925) [@EricJhonsa](/creator/x/EricJhonsa) 2025-09-30T18:59Z 22.8K followers, 7534 engagements


"Updated the watchlist to include $ALMU $DRS $KRMN and $VOYG. Thanks to everyone who made suggestions"  
[X Link](https://x.com/EricJhonsa/status/1973252080078037136) [@EricJhonsa](/creator/x/EricJhonsa) 2025-10-01T05:02Z 22.8K followers, 3543 engagements


"A ton of momentum and ponzi stocks got bid up and squeezed to truly insane levels. Trump's China comments were just the trigger for an overdue correction/unwind to kick off. Think focusing on whether or not Trump eventually backs off is to miss the forest for the trees here"  
[X Link](https://x.com/EricJhonsa/status/1976790083601867054) [@EricJhonsa](/creator/x/EricJhonsa) 2025-10-10T23:20Z 22.8K followers, 9263 engagements


"@KairosPraxis @hhuang @CopyCat_Invest If OpenAI eventually deploys 10GW of rack-scale systems powered by Broadcom silicon and CLS is the sole manufacturer (big ifs of course) the lifetime revenue from the deal will dwarf their current annual sales. Even 5GW should easily eclipse their current revenue"  
[X Link](https://x.com/EricJhonsa/status/1978215949800013886) [@EricJhonsa](/creator/x/EricJhonsa) 2025-10-14T21:46Z 22.8K followers, XXX engagements


"@muchosarms The only scum here are shameless pumpers like you preying on the ignorance of retail marks to pump a zero-revenue company with no meaningful customers and a sub-24 month cash runway near the top of an epic ponzi run-up/gamma squeeze"  
[X Link](https://x.com/EricJhonsa/status/1978473413367755179) [@EricJhonsa](/creator/x/EricJhonsa) 2025-10-15T14:49Z 22.8K followers, XX engagements


"@Sadmetrorider True -- maybe better to say this feels one-of-a-kind for equities"  
[X Link](https://x.com/EricJhonsa/status/1978525400784371716) [@EricJhonsa](/creator/x/EricJhonsa) 2025-10-15T18:16Z 22.8K followers, XXX engagements


"Some stats from a G2 survey on enterprise agent deployments. Looks like adoption is starting to inflect even if the tech very much remains a work-in-progress (h/t @SaaSletter)"  
[X Link](https://x.com/EricJhonsa/status/1979553550389686758) [@EricJhonsa](/creator/x/EricJhonsa) 2025-10-18T14:21Z 22.8K followers, 3914 engagements


"These results from Morgan Stanley's Q3 CIO survey are also notable. A large increase since Q1 in CIOs directing net new budget dollars to AI projects.with more of them saying they'll rely on incumbent software vendors to help deploy"  
[X Link](https://x.com/EricJhonsa/status/1979555704835838292) [@EricJhonsa](/creator/x/EricJhonsa) 2025-10-18T14:30Z 22.8K followers, 2244 engagements


"@long_equity In hyperscale networking you also have Juniper (HPE) and ODMs such as Celestica and Accton. In hyperscale custom ASICs you also have Asian players such as MediaTek Alchip and Socionext"  
[X Link](https://x.com/EricJhonsa/status/1964722821889953838) [@EricJhonsa](/creator/x/EricJhonsa) 2025-09-07T16:09Z 22.8K followers, XXX engagements


"It doesn't get as much attention as $OPEN or $OKLO but $LWLG is one of 2025's more insane ponzis. A zero-revenue firm that's quite possibly on its way to Chap. XX but is up 5x since May because it's heavily shorted and degens have convinced themselves it's an AI capex play"  
[X Link](https://x.com/EricJhonsa/status/1970179262973120807) [@EricJhonsa](/creator/x/EricJhonsa) 2025-09-22T17:31Z 22.8K followers, 13.5K engagements


"The potential impact of the OpenAI deal on $AMD's EPS over the next couple of years (source: @TMTBreakout)"  
[X Link](https://x.com/EricJhonsa/status/1975505257481265593) [@EricJhonsa](/creator/x/EricJhonsa) 2025-10-07T10:15Z 22.8K followers, 11.9K engagements


"@perseus_85 Yeah something like HPE didn't deserve that kind of drop. Think semis and hardware got hammered across the board because a lot of them had outperformed and they were seen as China-sensitive sectors"  
[X Link](https://x.com/EricJhonsa/status/1976799430608359782) [@EricJhonsa](/creator/x/EricJhonsa) 2025-10-10T23:58Z 22.8K followers, 2544 engagements


"Fidelity's order data drives home how much retail has been relentlessly bidding speculative stocks. Both in terms of how many orders these stocks are seeing and how buy orders now tend to outpace sell orders for these stocks whether they're up or down"  
[X Link](https://x.com/EricJhonsa/status/1978593439114514562) [@EricJhonsa](/creator/x/EricJhonsa) 2025-10-15T22:46Z 22.8K followers, 5592 engagements


"Today's biggest tech decliners. The tide turned in a big way against the shitcos today (note the P/E columns). Think there could be more of this come considering how crazy things got over the last month"  
[X Link](https://x.com/EricJhonsa/status/1978918111546847439) [@EricJhonsa](/creator/x/EricJhonsa) 2025-10-16T20:16Z 22.8K followers, 20.6K engagements


"One thing I don't think markets have really priced in yet (though we've gotten datapoints from $MSFT $MU etc.) is how much agents look poised to boost traditional server compute demand. Implications for IaaS providers server OEMs/ODMs CPU and memory suppliers etc"  
[X Link](https://x.com/EricJhonsa/status/1979557502942372231) [@EricJhonsa](/creator/x/EricJhonsa) 2025-10-18T14:37Z 22.8K followers, 2197 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.]

@EricJhonsa Avatar @EricJhonsa Eric Jhonsa

Eric Jhonsa posts on X about stocks, ponzi, open ai, over the the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

Engagements Line Chart

  • X Week XXXXXXX +140%
  • X Month XXXXXXX +91%
  • X Months XXXXXXXXX -XX%
  • X Year XXXXXXXXX -XX%

Mentions: XX #

Mentions Line Chart

  • X Week XX +12%
  • X Month XX +7.10%
  • X Months XXX -XX%
  • X Year XXX -X%

Followers: XXXXXX #

Followers Line Chart

  • X Week XXXXXX +0.38%
  • X Month XXXXXX +1.90%
  • X Months XXXXXX +6.30%
  • X Year XXXXXX +17%

CreatorRank: XXXXXXX #

CreatorRank Line Chart

Social Influence #


Social category influence finance XXXX% technology brands XXXX% stocks XXXX% countries XXXX% fashion brands XXXX%

Social topic influence stocks #2081, ponzi 1.64%, open ai 1.09%, over the 1.09%, saving 0.55%, $tsms 0.55%, token 0.55%, cagr 0.55%, $almu 0.55%, $drs XXXX%

Top accounts mentioned or mentioned by @kairospraxis @copycat_invest @jfangold22776 @fahadhandle @ajacksonhole @onefedererfan @timmsm4 @kakasaahib @vijay9933 @perseus_85 @beuvingjordy @davey_juice @tshirtnjeans2 @perseus85 @riddle245 @copycatinvest @edwinvanderberg @alphahunterbr @romeojawan @tobaccoveggie

Top assets mentioned Leonardo DRS, Inc. Common Stock (DRS) Karman Holdings Inc. (KRMN) Voyager Technologies, Inc. (VOYG) Open Custody Protocol (OPEN) Oklo Inc. (OKLO) Micron Technology, Inc. (MU) Microsoft Corp. (MSFT)

Top Social Posts #


Top posts by engagements in the last XX hours

"Saving these charts for posterity's sake. While there have been larger bubbles in scope what we've seen in some stocks this year feels one-of-a-kind in terms of nihilism and ponzi insanity"
X Link @EricJhonsa 2025-10-15T17:21Z 22.8K followers, 76.4K engagements

"Main takeaway from $TSM's call: Their forecast for a mid-40s AI revenue CAGR from 2024-2029 will be taken higher in January and they're still not sure by how much due to how quickly customer demand and token consumption are growing (transcript via Quartr)"
X Link @EricJhonsa 2025-10-16T13:23Z 22.8K followers, 19.5K engagements

"I made a watchlist of defense tech plays (excluding prime contractors). I'm sure I'm missing a few names feel free to mention anything that you think should be in here in the replies"
X Link @EricJhonsa 2025-09-30T18:59Z 22.8K followers, 7534 engagements

"Updated the watchlist to include $ALMU $DRS $KRMN and $VOYG. Thanks to everyone who made suggestions"
X Link @EricJhonsa 2025-10-01T05:02Z 22.8K followers, 3543 engagements

"A ton of momentum and ponzi stocks got bid up and squeezed to truly insane levels. Trump's China comments were just the trigger for an overdue correction/unwind to kick off. Think focusing on whether or not Trump eventually backs off is to miss the forest for the trees here"
X Link @EricJhonsa 2025-10-10T23:20Z 22.8K followers, 9263 engagements

"@KairosPraxis @hhuang @CopyCat_Invest If OpenAI eventually deploys 10GW of rack-scale systems powered by Broadcom silicon and CLS is the sole manufacturer (big ifs of course) the lifetime revenue from the deal will dwarf their current annual sales. Even 5GW should easily eclipse their current revenue"
X Link @EricJhonsa 2025-10-14T21:46Z 22.8K followers, XXX engagements

"@muchosarms The only scum here are shameless pumpers like you preying on the ignorance of retail marks to pump a zero-revenue company with no meaningful customers and a sub-24 month cash runway near the top of an epic ponzi run-up/gamma squeeze"
X Link @EricJhonsa 2025-10-15T14:49Z 22.8K followers, XX engagements

"@Sadmetrorider True -- maybe better to say this feels one-of-a-kind for equities"
X Link @EricJhonsa 2025-10-15T18:16Z 22.8K followers, XXX engagements

"Some stats from a G2 survey on enterprise agent deployments. Looks like adoption is starting to inflect even if the tech very much remains a work-in-progress (h/t @SaaSletter)"
X Link @EricJhonsa 2025-10-18T14:21Z 22.8K followers, 3914 engagements

"These results from Morgan Stanley's Q3 CIO survey are also notable. A large increase since Q1 in CIOs directing net new budget dollars to AI projects.with more of them saying they'll rely on incumbent software vendors to help deploy"
X Link @EricJhonsa 2025-10-18T14:30Z 22.8K followers, 2244 engagements

"@long_equity In hyperscale networking you also have Juniper (HPE) and ODMs such as Celestica and Accton. In hyperscale custom ASICs you also have Asian players such as MediaTek Alchip and Socionext"
X Link @EricJhonsa 2025-09-07T16:09Z 22.8K followers, XXX engagements

"It doesn't get as much attention as $OPEN or $OKLO but $LWLG is one of 2025's more insane ponzis. A zero-revenue firm that's quite possibly on its way to Chap. XX but is up 5x since May because it's heavily shorted and degens have convinced themselves it's an AI capex play"
X Link @EricJhonsa 2025-09-22T17:31Z 22.8K followers, 13.5K engagements

"The potential impact of the OpenAI deal on $AMD's EPS over the next couple of years (source: @TMTBreakout)"
X Link @EricJhonsa 2025-10-07T10:15Z 22.8K followers, 11.9K engagements

"@perseus_85 Yeah something like HPE didn't deserve that kind of drop. Think semis and hardware got hammered across the board because a lot of them had outperformed and they were seen as China-sensitive sectors"
X Link @EricJhonsa 2025-10-10T23:58Z 22.8K followers, 2544 engagements

"Fidelity's order data drives home how much retail has been relentlessly bidding speculative stocks. Both in terms of how many orders these stocks are seeing and how buy orders now tend to outpace sell orders for these stocks whether they're up or down"
X Link @EricJhonsa 2025-10-15T22:46Z 22.8K followers, 5592 engagements

"Today's biggest tech decliners. The tide turned in a big way against the shitcos today (note the P/E columns). Think there could be more of this come considering how crazy things got over the last month"
X Link @EricJhonsa 2025-10-16T20:16Z 22.8K followers, 20.6K engagements

"One thing I don't think markets have really priced in yet (though we've gotten datapoints from $MSFT $MU etc.) is how much agents look poised to boost traditional server compute demand. Implications for IaaS providers server OEMs/ODMs CPU and memory suppliers etc"
X Link @EricJhonsa 2025-10-18T14:37Z 22.8K followers, 2197 engagements

@EricJhonsa
/creator/twitter::EricJhonsa