[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.] #  @HyperTechInvest Daniel Romero Daniel Romero, an analyst, has raised his price target for AMD to $XXX with a strong buy rating. This is one of several recent upgrades, including those from Barclays, Jefferies, and BofA, which have all expressed optimism about AMD's prospects, particularly following its deal with OpenAI. The deal, which involves AMD supplying OpenAI with X GW of AI accelerators, is seen as a major validation of AMD's technology and a potential source of significant revenue. ### Engagements: XXXXXX [#](/creator/twitter::1775724378891714560/interactions)  - X Week XXXXXXX +13% - X Month XXXXXXXXX -XX% - X Months XXXXXXXXXX +121% - X Year XXXXXXXXXX +7,445% ### Mentions: XX [#](/creator/twitter::1775724378891714560/posts_active)  - X Week XX -XX% - X Month XXX -XX% - X Months XXXXX -XXXX% - X Year XXXXX +356% ### Followers: XXXXXX [#](/creator/twitter::1775724378891714560/followers)  - X Week XXXXXX +2.40% - X Month XXXXXX +12% - X Months XXXXXX +139% - X Year XXXXXX +1,704% ### CreatorRank: XXXXXXX [#](/creator/twitter::1775724378891714560/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) XXXXX% [technology brands](/list/technology-brands) XXXX% [finance](/list/finance) XXXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [countries](/list/countries) XXXX% [automotive brands](/list/automotive-brands) XXXX% [fashion brands](/list/fashion-brands) XXX% [exchanges](/list/exchanges) XXX% [currencies](/list/currencies) XXX% **Social topic influence** [ai](/topic/ai) 19.28%, [$amd](/topic/$amd) #54, [$nbis](/topic/$nbis) #25, [$wulf](/topic/$wulf) #11, [$cifr](/topic/$cifr) #20, [$iren](/topic/$iren) #21, [$mu](/topic/$mu) #17, [$glxy](/topic/$glxy) #2, [$bitf](/topic/$bitf) #7, [$googl](/topic/$googl) #3670 **Top accounts mentioned or mentioned by** [@mktmavpro](/creator/undefined) [@jarrenfeldman](/creator/undefined) [@callah32](/creator/undefined) [@smartfinapp](/creator/undefined) [@agrippa_inv](/creator/undefined) [@hotaisle](/creator/undefined) [@danielisdizzy](/creator/undefined) [@stockstormx](/creator/undefined) [@anis_stepupone](/creator/undefined) [@rolandsberlin](/creator/undefined) [@rjccapital](/creator/undefined) [@jwp626391](/creator/undefined) [@anitapatel316](/creator/undefined) [@nancypelosi_1](/creator/undefined) [@ai_codedream](/creator/undefined) [@grok](/creator/undefined) [@sgrastar](/creator/undefined) [@misterinversor](/creator/undefined) [@bullmeechum3](/creator/undefined) [@vaikmaa](/creator/undefined) **Top assets mentioned** [Advanced Micro Devices (AMD)](/topic/$amd) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [TeraWulf Inc. (WULF)](/topic/$wulf) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [IREN Limited (IREN)](/topic/$iren) [Micron Technology, Inc. (MU)](/topic/$mu) [Galaxy Digital Inc. (GLXY)](/topic/$glxy) [Bitfarms Ltd. (BITF)](/topic/$bitf) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [NVIDIA Corp. (NVDA)](/topic/$nvda) [CLEANSPARK INC (CLSK)](/topic/$clsk) [Microsoft Corp. (MSFT)](/topic/$msft) [Riot Platforms, Inc. (RIOT)](/topic/$riot) [Applied Blockchain, Inc. Common Stock (APLD)](/topic/$apld) [CoreWeave, Inc. (CRWV)](/topic/$crwv) [Coherent Inc (COHR)](/topic/$cohr) [Lumentum Holdings Inc. Common Stock (LITE)](/topic/$lite) [Ondas Holdings Inc. Common Stock (ONDS)](/topic/$onds) [Hut X Mining Corp. (HUT)](/topic/$hut) [Amkor Technology Inc (AMKR)](/topic/$amkr) [Vertiv Holdings Co (VRT)](/topic/$vrt) [Bloom Energy Corporation (BE)](/topic/$be) [Eos Energy Enterprises, Inc. (EOSE)](/topic/$eose) [GE Vernova Inc. (GEV)](/topic/$gev) [Fluence Energy, Inc. Class A Common Stock (FLNC)](/topic/$flnc) [NuScale Power Corporation (SMR)](/topic/$smr) [Constellation Energy Corp (CEG)](/topic/$ceg) [Moeda Loyalty Points (MDA)](/topic/$mda) [Redwire Corporation (RDW)](/topic/$rdw) [Planet Labs PBC (PL)](/topic/$pl) [Intuitive Machines, Inc. (LUNR)](/topic/$lunr) [BlackSky Technology Inc. (BKSY)](/topic/$bksy) [Fluidity (FLY)](/topic/$fly) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [Tempus AI, Inc. Class A Common Stock (TEM)](/topic/$tem) [Palantir (PLTR)](/topic/$pltr) [ZetaChain (ZETA)](/topic/$zeta) [Tesla, Inc. (TSLA)](/topic/tesla) [Auroracoin (AUR)](/topic/$aur) [Joby Aviation, Inc. (JOBY)](/topic/$joby) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [SoFi Technologies, Inc. Common Stock (SOFI)](/topic/sofi-technologies) [BITMINE IMMERSION TECH (BMNR)](/topic/bitmine) [Strategy (MSTR)](/topic/$mstr) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [RAI Finance (SOFI)](/topic/$sofi) [Digital Realty Trust Inc (DLR)](/topic/digital-realty-trust) [Equinix Inc (EQIX)](/topic/$eqix) ### Top Social Posts Top posts by engagements in the last XX hours "Best Stocks by Industry to Invest in the Future X. Data Center Operators / Neocloud $IREN Iren $CLSK CleanSpark $NBIS Nebius Group $WULF TeraWulf $AMKR Amkor Technology $HUT Hut X $VRT Vertiv Holdings $CIFR Cipher Mining $BITF Bitfarms $APLD Applied Digital A Thread 🧵" [X Link](https://x.com/HyperTechInvest/status/1989951660576117016) 2025-11-16T07:00Z 22.4K followers, 222.6K engagements "6. Energy $TE T1 Energy $GEV GE Vernova $BW Babcock & Wilcox Enterprises $PSIX Power Solutions International $BE Bloom Energy $SMR NuScale Power $FLNC Fluence Energy $CEG Constellation Energy $HYLN Hyliion Holdings $EOSE Eos Energy Enterprises" [X Link](https://x.com/HyperTechInvest/status/1989951683040850380) 2025-11-16T07:00Z 22.4K followers, 12.3K engagements "7. Space $MDA MDA Space $PL Planet Labs $RDW Redwire $LUNR Intuitive Machines $BKSY BlackSky Technology $FLY Firefly Aerospace $RKLB Rocket Lab" [X Link](https://x.com/HyperTechInvest/status/1989951686970950059) 2025-11-16T07:00Z 22.4K followers, 10.3K engagements "In the next XX years: $NBIS will likely become the AWS of AI with a over XXX billion enterprise value $AMD will become a multi-trillion market cap company by satisfying the demand for efficient compute $MU will remain the only US manufacturer of a key component for superintelligence memory reaching a multi-trillion market cap Data center operators will be the most important real estate owners. The future of humanity depends on their infrastructure. That includes $IREN $CIFR $WULF etc" [X Link](https://x.com/HyperTechInvest/status/1994482874729242797) 2025-11-28T19:05Z 22.4K followers, 221.9K engagements "The market is turning on $NVDA the largest company on Earth leading the AI and robotics race because of some rumors about Google selling hardware that was already accessible through their cloud And its turning on OpenAI because Google delivered a good model as if the model leaderboard didnt change every month after each update Two months from now OpenAI could launch a killer model and $NVDA could say theyre booked for XX% of Rubin capacity already and the market would love them again Its all a constant overreaction followed by another overreaction" [X Link](https://x.com/HyperTechInvest/status/1995431349298012457) 2025-12-01T09:54Z 22.4K followers, 40.2K engagements "$AMD Lisa Su gives her opinion on $GOOG TPUs at the UBS Conference: "Google has done a good job with the TPU architecture over the years. But it is a more purpose-built design. It lacks the programmability model flexibility and balanced training and inference capabilities that GPUs offer. GPUs combine a highly parallel architecture with high programmability which enables fast innovation. From our perspective there is room for all types of accelerators. However over the next five years GPUs should remain the clear majority of the market because we are still early in the cycle and software" [X Link](https://x.com/HyperTechInvest/status/1996261318240682356) 2025-12-03T16:52Z 22.4K followers, 365.1K engagements "$AMD Lisa Su at the UBS Conference: "We are X years into a 10-year supercycle."" [X Link](https://x.com/HyperTechInvest/status/1996264408033738990) 2025-12-03T17:04Z 22.4K followers, 34.1K engagements "3 key financial points from the $NBIS UBS conference: 1.Operating leverage As we scale our ARR by X to 9x in 2026 we dont need to scale our headcount at the same pace. There will be a lot of operating leverage since we started with a strong team of engineers and infrastructure specialists. 2.Vertical integration On the core infrastructure side we actually build our own racks and servers. This gives us a XX% lower total cost of operations. And we also have very strong financial management. 3.Conservative depreciation We take a more conservative view on depreciation. For Hoppers we use a 4-year" [X Link](https://x.com/HyperTechInvest/status/1996755922325057696) 2025-12-05T01:38Z 22.4K followers, 56.1K engagements "$AMD chief says company ready to pay XX% tax on AI chip shipments to China" [X Link](https://x.com/HyperTechInvest/status/1997074211580297384) 2025-12-05T22:42Z 22.4K followers, 9085 engagements "I wrote a deep dive on $TE over a month ago I had an $X price target when the stock was at $XXXX Well likely see dilution now If youre invested or interested in $TE and want a X to X year valuation framework you need to read this deep dive" [X Link](https://x.com/HyperTechInvest/status/1997522524855517336) 2025-12-07T04:24Z 22.4K followers, 23.6K engagements "$NBIS will release its third-quarter 2025 financial results on Tuesday November XX 2025 before the market opens I feel like there wont be many surprises probably a flat market reaction unless they provide more insight into their new data center project" [X Link](https://x.com/HyperTechInvest/status/1987669596082733103) 2025-11-09T23:52Z 22.4K followers, 14.5K engagements "3. Applied AI $PLTR Palantir Technologies $TEM Tempus AI $MSFT Microsoft $ZETA Zeta Global Holdings" [X Link](https://x.com/HyperTechInvest/status/1989951670436929895) 2025-11-16T07:00Z 22.4K followers, 11.7K engagements "4. Automation $OUST Ouster $AUR Aurora Innovation $JOBY Joby Aviation $BACQ Merlin Labs $TSLA Tesla $AMZN Amazon" [X Link](https://x.com/HyperTechInvest/status/1989951674962632724) 2025-11-16T07:00Z 22.4K followers, 12.6K engagements "5. Crypto $BMNR Bitmine Immersion Technologies $GLXY Galaxy Digital Holdings $MSTR MicroStrategy $HOOD Robinhood Markets $SOFI SoFi Technologies $FORD Forward Industries" [X Link](https://x.com/HyperTechInvest/status/1989951679593161054) 2025-11-16T07:00Z 22.4K followers, 10.6K engagements "AI is insatiable All compute every data center and every kilowatt will be used Yet the market is dumping all data center plays Down from ATHs: $NBIS XX% $CIFR XX% $WULF XX% $APLD XX% $CRWV XX% $BITF XX% $GLXY XX% $IREN XX% $CLSK XX% $RIOT XX% These are the highest quality companies in the space and the market is acting as if the AI supercycle were close to ending That will not happen as long as the race for artificial superintelligence continues which is the most important technological event in human history Be a smart investor" [X Link](https://x.com/HyperTechInvest/status/1991970203618382293) 2025-11-21T20:41Z 22.4K followers, 58.5K engagements "What stock are you buying in this dip" [X Link](https://x.com/HyperTechInvest/status/1992236929275085255) 2025-11-22T14:21Z 22.4K followers, 22.7K engagements "Micron $MU keeps expanding its footprint Still one of the best bets in this AI cycle $MU is spending about 9.6B dollars to build a new HBM memory fab at its Japan Hiroshima site with construction starting in 2026 and shipments targeted for 2028 Japan will cover up to 500B yen in subsidies as it works to secure domestic AI memory" [X Link](https://x.com/HyperTechInvest/status/1994880781614026802) 2025-11-29T21:26Z 22.4K followers, 13K engagements "One month OpenAI is going to destroy $GOOG The next $GOOG is going to destroy OpenAI Everything has to go either to infinity or to zero Investors can be so emotional and shortsighted" [X Link](https://x.com/HyperTechInvest/status/1995431950685970509) 2025-12-01T09:57Z 22.4K followers, 4871 engagements "SoftBank not owning any $GOOG to diversify away from OpenAI and $NVDA makes no sense to me when you consider how many investments they have" [X Link](https://x.com/HyperTechInvest/status/1995446794331783597) 2025-12-01T10:56Z 22.4K followers, 7651 engagements "$AMD Lisa Su believes theres strong growth ahead in CPUs with AI and agentic workloads. Theres more work being done and with things like agent workloads starting theyre spawning more general-purpose CPU needs. Because if you think about it if you have lets call it 1000 agents or 1000 virtual employees they need to operate on some data set. They need to operate on some computing capability. And that requires general-purpose CPUs. So we actually have a view that the CPU market will substantially grow over the next four or five years as we see AI usage really spawn more traditional computing" [X Link](https://x.com/HyperTechInvest/status/1996711616935576024) 2025-12-04T22:42Z 22.4K followers, 30.8K engagements "According to S&P Global data center demand will grow XX percent faster than data center supply Thats insanely bullish for all data center companies Heres a list of names: Large Cap $EQIX Equinix - MC: 72.8B $DLR Digital Realty Trust - MC: 57.3B $CRWV CoreWeave - MC: 44.0B $NBIS Nebius Group N.V. - MC: 24.6B $IREN IREN - MC: 12.9B $GLXY Galaxy Digital - MC: 10.0B Mid Cap $FRMI Fermi - MC: 9.3B $APLD Applied Digital - MC: 8.7B $CIFR Cipher Mining - MC: 7.8B $WULF TeraWulf - MC: 6.1B $RIOT Riot Platforms - MC: 5.6B $CORZ Core Scientific - MC: 5.5B $HUT Hut X - MC: 4.6B $MARA Mara Holdings - MC:" [X Link](https://x.com/HyperTechInvest/status/1998098725118365767) 2025-12-08T18:33Z 22.4K followers, 15K engagements "I need high-potential stock ideas Hit me with your best pick" [X Link](https://x.com/HyperTechInvest/status/1929231322716725293) 2025-06-01T17:39Z 22.4K followers, 97.2K engagements "🚨 $NVDA is reportedly delaying the launch of Rubin due to a redesign aimed at better matching $AMD MI450 Things are changing Source: Fubon" [X Link](https://x.com/HyperTechInvest/status/1955551754462077008) 2025-08-13T08:47Z 22.4K followers, 129.3K engagements "2. $CIFR Cipher Mining Black Pearl campus XXX MW Wink West Texas" [X Link](https://x.com/HyperTechInvest/status/1990585593160782219) 2025-11-18T00:59Z 22.4K followers, 9568 engagements "3. $WULF TeraWulf Lake Mariner campus XXX MW Barker Western New York" [X Link](https://x.com/HyperTechInvest/status/1990585597401170210) 2025-11-18T00:59Z 22.4K followers, 10K engagements "3 industries to be invested in over the next years: Memory: $MU and 000660(SK Hynix) Optics: $COHR $LITE $AVGO Data center operators: $IREN $NBIS $CIFR $GLXY $BITF $WULF If you want to take advantage of the AI supercycle these are a must as gigawatts of data centers are being deployed and both scale up and scale out architectures are needed for these massive deployments" [X Link](https://x.com/HyperTechInvest/status/1993765812973249020) 2025-11-26T19:36Z 22.4K followers, 17.1K engagements "All the Hyperscaler Deals With Data Center Operators X. $NBIS and $MSFT Vineland New Jersey $NBIS is not just selling power and real estate. It is providing baremetal GPU capacity to $MSFT on top of a third-party data center shell. Location: Vineland New Jersey United States Type of deal: Baremetal AI cloud $NBIS provides GPUs and software on a rented data center shell developed and owned by DataOne Deal size (TCV): About XXXX billion dollars at the low end of the disclosed range Power capacity: Around XXX MW of critical IT load Economic term: Main economic window from 2026 to 2030 with" [X Link](https://x.com/HyperTechInvest/status/1995226354196123835) 2025-11-30T20:20Z 22.4K followers, 13.2K engagements "Lisa Su responded to the question of whether $AMD is going to build ASICs: "From our perspective differentiation comes when we combine our intellectual property with our customers intellectual property and know-how to create outcomes where one plus one is greater than three. We excel at deep customer partnerships and that has been true for more than a decade. In addition to our standard products across CPUs GPUs and FPGAs we have built a strong semi-custom business. I dont view this as an ASIC business. With ASICs you design any chip a customer asks for. That is not where we add the most" [X Link](https://x.com/HyperTechInvest/status/1996262729615630480) 2025-12-03T16:58Z 22.4K followers, 10.4K engagements "$AMD Lisa Su gets asked if she sees a bubble in AI: "We don't see a bubble. What we do see is very well-capitalized companies companies that have significant resources using those resources at this point in time because it's such a special point in time in terms of AI learning and AI capabilities."" [X Link](https://x.com/HyperTechInvest/status/1996267739577471462) 2025-12-03T17:18Z 22.4K followers, 11.6K engagements "$AMD Lisa Su says they collaborated for X years with OpenAI before their industry-shaking deal" [X Link](https://x.com/HyperTechInvest/status/1996274931789639692) 2025-12-03T17:46Z 22.4K followers, 7659 engagements "X is full of amazing stock ideas Heres a thread with the summarized bull case for X X darlings Lets start X. Kraken Robotics $PNG Battery and sonar systems producer for subsea defense and infrastructure. Already profitable with 30%+ CAGR long-term growth guided. A close supplier to Anduril rapidly expanding its manufacturing footprint with operations across Canada the US and Europe. Trading at just a $1B enterprise value despite strong tailwinds from defense modernization and maritime security" [X Link](https://x.com/HyperTechInvest/status/1982425202039365732) 2025-10-26T12:32Z 22.4K followers, 117.7K engagements "4. $RIOT Riot Platforms Corsicana Facility XXX MW AI and HPC Navarro County Texas" [X Link](https://x.com/HyperTechInvest/status/1990585601687724071) 2025-11-18T00:59Z 22.4K followers, 9435 engagements "Stocks on my watchlist: Should I add any others $ONDS Ondas Holdings Provides mission-critical private wireless networks and autonomous drone and counter-drone systems for rail energy and defense customers. $CIFR Cipher Mining Pivoting into hyperscale AI infrastructure with a 10-year XXX MW Fluidstack AI hosting deal backed by Google and a 15-year XXX MW AI data center lease with AWS. $WULF TeraWulf Transitioning into HPC with a 25-year XXX MW Fluidstack AI data center development in Texas backed by Google positioning the company as a long-term AI hosting operator. $KRMN Karman Holdings" [X Link](https://x.com/HyperTechInvest/status/1990902751295922415) 2025-11-18T21:59Z 22.4K followers, 97.7K engagements "Has $NBIS disclosed the exact MWs of the $MSFT deal I find it surprising how little information was released in the 6-K and the following filings I still cant find whether the project is XXX MW IT load XXX MW gross or the XXX MW figure shown on DataOnes site Anyone have more details" [X Link](https://x.com/HyperTechInvest/status/1994790917396373995) 2025-11-29T15:29Z 22.4K followers, 33.1K engagements "$GOOG will sell TPU capacity $NVDA will sell GPUs $AMD will sell GPUs $INTC will sell CPUs and foundry capacity $TSMC will sell foundry capacity $ASML will sell machines to make chips $MU will sell memory Everyone will be happy Stop thinking in zero-sum games" [X Link](https://x.com/HyperTechInvest/status/1995197052574470348) 2025-11-30T18:23Z 22.4K followers, 83.7K engagements "6. Abernathy HPC Joint Venture and Fluidstack $WULF Abernathy is structured as a joint venture where $WULF owns a little more than half the economics. The deal is again focused on hosting with Fluidstack as the tenant and $GOOGL backing the credit. Location: Abernathy HPC campus United States Type of deal: Long dated hosting joint venture colocation and power Deal size (TCV): XXX billion dollars for the joint venture as a whole about XXXX billion dollars attributable to $WULF's 51%economic interest Contract term: Twenty five years of contracted revenue Power capacity: XXX MW of critical IT" [X Link](https://x.com/HyperTechInvest/status/1995226376061014102) 2025-11-30T20:20Z 22.4K followers, 2492 engagements "If you found this thread useful: I've calculated the Internal Rate of Return (IRR) as well as the value these deals add to these companies and the share price they support. This work can be accessed through this link:" [X Link](https://x.com/HyperTechInvest/status/1995226381043548281) 2025-11-30T20:20Z 22.4K followers, 1942 engagements "If you're an investor in $IREN $NBIS $CIFR or $WULF you need to read this In this deep dive I cover: The profitability of the projects of $IREN $NBIS $CIFR and $WULF The value these projects add to the company What share price they justify Takeaways on the quality of the deals and execution Going-forward thoughts on what these companies should do to keep creating shareholder value" [X Link](https://x.com/HyperTechInvest/status/1996998551465816331) 2025-12-05T17:42Z 22.4K followers, 89.1K engagements "$SMLR Semler Scientific has to be the weirdest company in the stock market What do you mean Bitcoin treasury and disease detection" [X Link](https://x.com/HyperTechInvest/status/1988779602064601435) 2025-11-13T01:23Z 22.4K followers, 3779 engagements "2. Defense / Drones $RCAT Red Cat Holdings $SKYT SkyWater Technology $UMAC Unusual Machines $TDY Teledyne Technologies $KRKNF Kraken Robotics $KTOS Kratos Defense and Security Solutions $LASR nLIGHT $AVAV AeroVironment $KRMN Karman Holdings $MPTI M-tron Industries $DPRO Draganfly $AMPX Amprius Technologies $ONDS Ondas Holdings" [X Link](https://x.com/HyperTechInvest/status/1989951666339140077) 2025-11-16T07:00Z 22.4K followers, 14.8K engagements "Whoever wins the AI race itll need tons of energy and compute Thats why these are no-brainer bets Compute $MU Micron: AI cant work without memory and memory is in an extreme shortage. $AMAT Applied Materials: The backbone of semiconductor manufacturing. AMAT provides the tools fabs use to build advanced chips. $AMD Advanced Micro Devices: Full stack cheap compute with high energy efficiency. Pivotal in the AI race. $ASML ASML: The only company with a monopoly in the AI ecosystem. You can't make AI without ASML. $TSM TSMC: Without TSMC wed barely have iPhones let alone AI. Theyre the kings of" [X Link](https://x.com/HyperTechInvest/status/1993059781104615868) 2025-11-24T20:50Z 22.4K followers, 58.9K engagements "Optics will likely follow memory in the AI supercycle Here are some of the top optics stocks to consider for your portfolio: $COHR Coherent Makes the high-speed lasers and fiber-optic parts that move data between servers in cloud and AI data centers. $LITE Lumentum Supplies optical modules and lasers that big cloud providers use to upgrade their data-center and AI networks to higher-speed connections. $AAOI Applied Optoelectronics Builds fiber-optic modules that plug into servers and switches so hyperscalers can move data quickly inside modern data centers. $FN Fabrinet Contract manufacturer" [X Link](https://x.com/HyperTechInvest/status/1997387039168151976) 2025-12-06T19:25Z 22.4K followers, 42.9K engagements "@_Sgr_A_Star I cant even understand why anyone is liking your comment. Where are you getting the idea that data-center operators offering colocation provide bond-like returns" [X Link](https://x.com/HyperTechInvest/status/1997608442438238701) 2025-12-07T10:05Z 22.4K followers, XXX engagements "From the FT article: "building new gas capacity now costs about 2400 dollars per kilowatt up XX percent in four years according to Wood Mackenzie" Energy is rapidly becoming the most precious asset in the AI supercycle $IREN $CIFR $WULF $CLSK $RIOT $DGXX $BTDR $BITF $GLXY" [X Link](https://x.com/HyperTechInvest/status/1998193661390266735) 2025-12-09T00:51Z 22.4K followers, 7457 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.]
@HyperTechInvest Daniel Romero
Daniel Romero, an analyst, has raised his price target for AMD to $XXX with a strong buy rating. This is one of several recent upgrades, including those from Barclays, Jefferies, and BofA, which have all expressed optimism about AMD's prospects, particularly following its deal with OpenAI. The deal, which involves AMD supplying OpenAI with X GW of AI accelerators, is seen as a major validation of AMD's technology and a potential source of significant revenue.
Engagements: XXXXXX #
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- X Month XXXXXXXXX -XX%
- X Months XXXXXXXXXX +121%
- X Year XXXXXXXXXX +7,445%
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- X Week XX -XX%
- X Month XXX -XX%
- X Months XXXXX -XXXX%
- X Year XXXXX +356%
Followers: XXXXXX #
- X Week XXXXXX +2.40%
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- X Months XXXXXX +139%
- X Year XXXXXX +1,704%
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Social Influence
Social category influence stocks XXXXX% technology brands XXXX% finance XXXXX% cryptocurrencies XXXX% countries XXXX% automotive brands XXXX% fashion brands XXX% exchanges XXX% currencies XXX%
Social topic influence ai 19.28%, $amd #54, $nbis #25, $wulf #11, $cifr #20, $iren #21, $mu #17, $glxy #2, $bitf #7, $googl #3670
Top accounts mentioned or mentioned by @mktmavpro @jarrenfeldman @callah32 @smartfinapp @agrippa_inv @hotaisle @danielisdizzy @stockstormx @anis_stepupone @rolandsberlin @rjccapital @jwp626391 @anitapatel316 @nancypelosi_1 @ai_codedream @grok @sgrastar @misterinversor @bullmeechum3 @vaikmaa
Top assets mentioned Advanced Micro Devices (AMD) Nebius Group N.V. Class A Ordinary Shares (NBIS) TeraWulf Inc. (WULF) Cipher Mining Inc. Common Stock (CIFR) IREN Limited (IREN) Micron Technology, Inc. (MU) Galaxy Digital Inc. (GLXY) Bitfarms Ltd. (BITF) Alphabet Inc Class A (GOOGL) NVIDIA Corp. (NVDA) CLEANSPARK INC (CLSK) Microsoft Corp. (MSFT) Riot Platforms, Inc. (RIOT) Applied Blockchain, Inc. Common Stock (APLD) CoreWeave, Inc. (CRWV) Coherent Inc (COHR) Lumentum Holdings Inc. Common Stock (LITE) Ondas Holdings Inc. Common Stock (ONDS) Hut X Mining Corp. (HUT) Amkor Technology Inc (AMKR) Vertiv Holdings Co (VRT) Bloom Energy Corporation (BE) Eos Energy Enterprises, Inc. (EOSE) GE Vernova Inc. (GEV) Fluence Energy, Inc. Class A Common Stock (FLNC) NuScale Power Corporation (SMR) Constellation Energy Corp (CEG) Moeda Loyalty Points (MDA) Redwire Corporation (RDW) Planet Labs PBC (PL) Intuitive Machines, Inc. (LUNR) BlackSky Technology Inc. (BKSY) Fluidity (FLY) Rocket Lab USA, Inc. Common Stock (RKLB) Tempus AI, Inc. Class A Common Stock (TEM) Palantir (PLTR) ZetaChain (ZETA) Tesla, Inc. (TSLA) Auroracoin (AUR) Joby Aviation, Inc. (JOBY) Amazon.com, Inc. (AMZN) SoFi Technologies, Inc. Common Stock (SOFI) BITMINE IMMERSION TECH (BMNR) Strategy (MSTR) Robinhood Markets, Inc. (HOOD) RAI Finance (SOFI) Digital Realty Trust Inc (DLR) Equinix Inc (EQIX)
Top Social Posts
Top posts by engagements in the last XX hours
"Best Stocks by Industry to Invest in the Future X. Data Center Operators / Neocloud $IREN Iren $CLSK CleanSpark $NBIS Nebius Group $WULF TeraWulf $AMKR Amkor Technology $HUT Hut X $VRT Vertiv Holdings $CIFR Cipher Mining $BITF Bitfarms $APLD Applied Digital A Thread 🧵"
X Link 2025-11-16T07:00Z 22.4K followers, 222.6K engagements
"6. Energy $TE T1 Energy $GEV GE Vernova $BW Babcock & Wilcox Enterprises $PSIX Power Solutions International $BE Bloom Energy $SMR NuScale Power $FLNC Fluence Energy $CEG Constellation Energy $HYLN Hyliion Holdings $EOSE Eos Energy Enterprises"
X Link 2025-11-16T07:00Z 22.4K followers, 12.3K engagements
"7. Space $MDA MDA Space $PL Planet Labs $RDW Redwire $LUNR Intuitive Machines $BKSY BlackSky Technology $FLY Firefly Aerospace $RKLB Rocket Lab"
X Link 2025-11-16T07:00Z 22.4K followers, 10.3K engagements
"In the next XX years: $NBIS will likely become the AWS of AI with a over XXX billion enterprise value $AMD will become a multi-trillion market cap company by satisfying the demand for efficient compute $MU will remain the only US manufacturer of a key component for superintelligence memory reaching a multi-trillion market cap Data center operators will be the most important real estate owners. The future of humanity depends on their infrastructure. That includes $IREN $CIFR $WULF etc"
X Link 2025-11-28T19:05Z 22.4K followers, 221.9K engagements
"The market is turning on $NVDA the largest company on Earth leading the AI and robotics race because of some rumors about Google selling hardware that was already accessible through their cloud And its turning on OpenAI because Google delivered a good model as if the model leaderboard didnt change every month after each update Two months from now OpenAI could launch a killer model and $NVDA could say theyre booked for XX% of Rubin capacity already and the market would love them again Its all a constant overreaction followed by another overreaction"
X Link 2025-12-01T09:54Z 22.4K followers, 40.2K engagements
"$AMD Lisa Su gives her opinion on $GOOG TPUs at the UBS Conference: "Google has done a good job with the TPU architecture over the years. But it is a more purpose-built design. It lacks the programmability model flexibility and balanced training and inference capabilities that GPUs offer. GPUs combine a highly parallel architecture with high programmability which enables fast innovation. From our perspective there is room for all types of accelerators. However over the next five years GPUs should remain the clear majority of the market because we are still early in the cycle and software"
X Link 2025-12-03T16:52Z 22.4K followers, 365.1K engagements
"$AMD Lisa Su at the UBS Conference: "We are X years into a 10-year supercycle.""
X Link 2025-12-03T17:04Z 22.4K followers, 34.1K engagements
"3 key financial points from the $NBIS UBS conference: 1.Operating leverage As we scale our ARR by X to 9x in 2026 we dont need to scale our headcount at the same pace. There will be a lot of operating leverage since we started with a strong team of engineers and infrastructure specialists. 2.Vertical integration On the core infrastructure side we actually build our own racks and servers. This gives us a XX% lower total cost of operations. And we also have very strong financial management. 3.Conservative depreciation We take a more conservative view on depreciation. For Hoppers we use a 4-year"
X Link 2025-12-05T01:38Z 22.4K followers, 56.1K engagements
"$AMD chief says company ready to pay XX% tax on AI chip shipments to China"
X Link 2025-12-05T22:42Z 22.4K followers, 9085 engagements
"I wrote a deep dive on $TE over a month ago I had an $X price target when the stock was at $XXXX Well likely see dilution now If youre invested or interested in $TE and want a X to X year valuation framework you need to read this deep dive"
X Link 2025-12-07T04:24Z 22.4K followers, 23.6K engagements
"$NBIS will release its third-quarter 2025 financial results on Tuesday November XX 2025 before the market opens I feel like there wont be many surprises probably a flat market reaction unless they provide more insight into their new data center project"
X Link 2025-11-09T23:52Z 22.4K followers, 14.5K engagements
"3. Applied AI $PLTR Palantir Technologies $TEM Tempus AI $MSFT Microsoft $ZETA Zeta Global Holdings"
X Link 2025-11-16T07:00Z 22.4K followers, 11.7K engagements
"4. Automation $OUST Ouster $AUR Aurora Innovation $JOBY Joby Aviation $BACQ Merlin Labs $TSLA Tesla $AMZN Amazon"
X Link 2025-11-16T07:00Z 22.4K followers, 12.6K engagements
"5. Crypto $BMNR Bitmine Immersion Technologies $GLXY Galaxy Digital Holdings $MSTR MicroStrategy $HOOD Robinhood Markets $SOFI SoFi Technologies $FORD Forward Industries"
X Link 2025-11-16T07:00Z 22.4K followers, 10.6K engagements
"AI is insatiable All compute every data center and every kilowatt will be used Yet the market is dumping all data center plays Down from ATHs: $NBIS XX% $CIFR XX% $WULF XX% $APLD XX% $CRWV XX% $BITF XX% $GLXY XX% $IREN XX% $CLSK XX% $RIOT XX% These are the highest quality companies in the space and the market is acting as if the AI supercycle were close to ending That will not happen as long as the race for artificial superintelligence continues which is the most important technological event in human history Be a smart investor"
X Link 2025-11-21T20:41Z 22.4K followers, 58.5K engagements
"What stock are you buying in this dip"
X Link 2025-11-22T14:21Z 22.4K followers, 22.7K engagements
"Micron $MU keeps expanding its footprint Still one of the best bets in this AI cycle $MU is spending about 9.6B dollars to build a new HBM memory fab at its Japan Hiroshima site with construction starting in 2026 and shipments targeted for 2028 Japan will cover up to 500B yen in subsidies as it works to secure domestic AI memory"
X Link 2025-11-29T21:26Z 22.4K followers, 13K engagements
"One month OpenAI is going to destroy $GOOG The next $GOOG is going to destroy OpenAI Everything has to go either to infinity or to zero Investors can be so emotional and shortsighted"
X Link 2025-12-01T09:57Z 22.4K followers, 4871 engagements
"SoftBank not owning any $GOOG to diversify away from OpenAI and $NVDA makes no sense to me when you consider how many investments they have"
X Link 2025-12-01T10:56Z 22.4K followers, 7651 engagements
"$AMD Lisa Su believes theres strong growth ahead in CPUs with AI and agentic workloads. Theres more work being done and with things like agent workloads starting theyre spawning more general-purpose CPU needs. Because if you think about it if you have lets call it 1000 agents or 1000 virtual employees they need to operate on some data set. They need to operate on some computing capability. And that requires general-purpose CPUs. So we actually have a view that the CPU market will substantially grow over the next four or five years as we see AI usage really spawn more traditional computing"
X Link 2025-12-04T22:42Z 22.4K followers, 30.8K engagements
"According to S&P Global data center demand will grow XX percent faster than data center supply Thats insanely bullish for all data center companies Heres a list of names: Large Cap $EQIX Equinix - MC: 72.8B $DLR Digital Realty Trust - MC: 57.3B $CRWV CoreWeave - MC: 44.0B $NBIS Nebius Group N.V. - MC: 24.6B $IREN IREN - MC: 12.9B $GLXY Galaxy Digital - MC: 10.0B Mid Cap $FRMI Fermi - MC: 9.3B $APLD Applied Digital - MC: 8.7B $CIFR Cipher Mining - MC: 7.8B $WULF TeraWulf - MC: 6.1B $RIOT Riot Platforms - MC: 5.6B $CORZ Core Scientific - MC: 5.5B $HUT Hut X - MC: 4.6B $MARA Mara Holdings - MC:"
X Link 2025-12-08T18:33Z 22.4K followers, 15K engagements
"I need high-potential stock ideas Hit me with your best pick"
X Link 2025-06-01T17:39Z 22.4K followers, 97.2K engagements
"🚨 $NVDA is reportedly delaying the launch of Rubin due to a redesign aimed at better matching $AMD MI450 Things are changing Source: Fubon"
X Link 2025-08-13T08:47Z 22.4K followers, 129.3K engagements
"2. $CIFR Cipher Mining Black Pearl campus XXX MW Wink West Texas"
X Link 2025-11-18T00:59Z 22.4K followers, 9568 engagements
"3. $WULF TeraWulf Lake Mariner campus XXX MW Barker Western New York"
X Link 2025-11-18T00:59Z 22.4K followers, 10K engagements
"3 industries to be invested in over the next years: Memory: $MU and 000660(SK Hynix) Optics: $COHR $LITE $AVGO Data center operators: $IREN $NBIS $CIFR $GLXY $BITF $WULF If you want to take advantage of the AI supercycle these are a must as gigawatts of data centers are being deployed and both scale up and scale out architectures are needed for these massive deployments"
X Link 2025-11-26T19:36Z 22.4K followers, 17.1K engagements
"All the Hyperscaler Deals With Data Center Operators X. $NBIS and $MSFT Vineland New Jersey $NBIS is not just selling power and real estate. It is providing baremetal GPU capacity to $MSFT on top of a third-party data center shell. Location: Vineland New Jersey United States Type of deal: Baremetal AI cloud $NBIS provides GPUs and software on a rented data center shell developed and owned by DataOne Deal size (TCV): About XXXX billion dollars at the low end of the disclosed range Power capacity: Around XXX MW of critical IT load Economic term: Main economic window from 2026 to 2030 with"
X Link 2025-11-30T20:20Z 22.4K followers, 13.2K engagements
"Lisa Su responded to the question of whether $AMD is going to build ASICs: "From our perspective differentiation comes when we combine our intellectual property with our customers intellectual property and know-how to create outcomes where one plus one is greater than three. We excel at deep customer partnerships and that has been true for more than a decade. In addition to our standard products across CPUs GPUs and FPGAs we have built a strong semi-custom business. I dont view this as an ASIC business. With ASICs you design any chip a customer asks for. That is not where we add the most"
X Link 2025-12-03T16:58Z 22.4K followers, 10.4K engagements
"$AMD Lisa Su gets asked if she sees a bubble in AI: "We don't see a bubble. What we do see is very well-capitalized companies companies that have significant resources using those resources at this point in time because it's such a special point in time in terms of AI learning and AI capabilities.""
X Link 2025-12-03T17:18Z 22.4K followers, 11.6K engagements
"$AMD Lisa Su says they collaborated for X years with OpenAI before their industry-shaking deal"
X Link 2025-12-03T17:46Z 22.4K followers, 7659 engagements
"X is full of amazing stock ideas Heres a thread with the summarized bull case for X X darlings Lets start X. Kraken Robotics $PNG Battery and sonar systems producer for subsea defense and infrastructure. Already profitable with 30%+ CAGR long-term growth guided. A close supplier to Anduril rapidly expanding its manufacturing footprint with operations across Canada the US and Europe. Trading at just a $1B enterprise value despite strong tailwinds from defense modernization and maritime security"
X Link 2025-10-26T12:32Z 22.4K followers, 117.7K engagements
"4. $RIOT Riot Platforms Corsicana Facility XXX MW AI and HPC Navarro County Texas"
X Link 2025-11-18T00:59Z 22.4K followers, 9435 engagements
"Stocks on my watchlist: Should I add any others $ONDS Ondas Holdings Provides mission-critical private wireless networks and autonomous drone and counter-drone systems for rail energy and defense customers. $CIFR Cipher Mining Pivoting into hyperscale AI infrastructure with a 10-year XXX MW Fluidstack AI hosting deal backed by Google and a 15-year XXX MW AI data center lease with AWS. $WULF TeraWulf Transitioning into HPC with a 25-year XXX MW Fluidstack AI data center development in Texas backed by Google positioning the company as a long-term AI hosting operator. $KRMN Karman Holdings"
X Link 2025-11-18T21:59Z 22.4K followers, 97.7K engagements
"Has $NBIS disclosed the exact MWs of the $MSFT deal I find it surprising how little information was released in the 6-K and the following filings I still cant find whether the project is XXX MW IT load XXX MW gross or the XXX MW figure shown on DataOnes site Anyone have more details"
X Link 2025-11-29T15:29Z 22.4K followers, 33.1K engagements
"$GOOG will sell TPU capacity $NVDA will sell GPUs $AMD will sell GPUs $INTC will sell CPUs and foundry capacity $TSMC will sell foundry capacity $ASML will sell machines to make chips $MU will sell memory Everyone will be happy Stop thinking in zero-sum games"
X Link 2025-11-30T18:23Z 22.4K followers, 83.7K engagements
"6. Abernathy HPC Joint Venture and Fluidstack $WULF Abernathy is structured as a joint venture where $WULF owns a little more than half the economics. The deal is again focused on hosting with Fluidstack as the tenant and $GOOGL backing the credit. Location: Abernathy HPC campus United States Type of deal: Long dated hosting joint venture colocation and power Deal size (TCV): XXX billion dollars for the joint venture as a whole about XXXX billion dollars attributable to $WULF's 51%economic interest Contract term: Twenty five years of contracted revenue Power capacity: XXX MW of critical IT"
X Link 2025-11-30T20:20Z 22.4K followers, 2492 engagements
"If you found this thread useful: I've calculated the Internal Rate of Return (IRR) as well as the value these deals add to these companies and the share price they support. This work can be accessed through this link:"
X Link 2025-11-30T20:20Z 22.4K followers, 1942 engagements
"If you're an investor in $IREN $NBIS $CIFR or $WULF you need to read this In this deep dive I cover: The profitability of the projects of $IREN $NBIS $CIFR and $WULF The value these projects add to the company What share price they justify Takeaways on the quality of the deals and execution Going-forward thoughts on what these companies should do to keep creating shareholder value"
X Link 2025-12-05T17:42Z 22.4K followers, 89.1K engagements
"$SMLR Semler Scientific has to be the weirdest company in the stock market What do you mean Bitcoin treasury and disease detection"
X Link 2025-11-13T01:23Z 22.4K followers, 3779 engagements
"2. Defense / Drones $RCAT Red Cat Holdings $SKYT SkyWater Technology $UMAC Unusual Machines $TDY Teledyne Technologies $KRKNF Kraken Robotics $KTOS Kratos Defense and Security Solutions $LASR nLIGHT $AVAV AeroVironment $KRMN Karman Holdings $MPTI M-tron Industries $DPRO Draganfly $AMPX Amprius Technologies $ONDS Ondas Holdings"
X Link 2025-11-16T07:00Z 22.4K followers, 14.8K engagements
"Whoever wins the AI race itll need tons of energy and compute Thats why these are no-brainer bets Compute $MU Micron: AI cant work without memory and memory is in an extreme shortage. $AMAT Applied Materials: The backbone of semiconductor manufacturing. AMAT provides the tools fabs use to build advanced chips. $AMD Advanced Micro Devices: Full stack cheap compute with high energy efficiency. Pivotal in the AI race. $ASML ASML: The only company with a monopoly in the AI ecosystem. You can't make AI without ASML. $TSM TSMC: Without TSMC wed barely have iPhones let alone AI. Theyre the kings of"
X Link 2025-11-24T20:50Z 22.4K followers, 58.9K engagements
"Optics will likely follow memory in the AI supercycle Here are some of the top optics stocks to consider for your portfolio: $COHR Coherent Makes the high-speed lasers and fiber-optic parts that move data between servers in cloud and AI data centers. $LITE Lumentum Supplies optical modules and lasers that big cloud providers use to upgrade their data-center and AI networks to higher-speed connections. $AAOI Applied Optoelectronics Builds fiber-optic modules that plug into servers and switches so hyperscalers can move data quickly inside modern data centers. $FN Fabrinet Contract manufacturer"
X Link 2025-12-06T19:25Z 22.4K followers, 42.9K engagements
"@_Sgr_A_Star I cant even understand why anyone is liking your comment. Where are you getting the idea that data-center operators offering colocation provide bond-like returns"
X Link 2025-12-07T10:05Z 22.4K followers, XXX engagements
"From the FT article: "building new gas capacity now costs about 2400 dollars per kilowatt up XX percent in four years according to Wood Mackenzie" Energy is rapidly becoming the most precious asset in the AI supercycle $IREN $CIFR $WULF $CLSK $RIOT $DGXX $BTDR $BITF $GLXY"
X Link 2025-12-09T00:51Z 22.4K followers, 7457 engagements