[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.] #  @InvestingVisual Investing visuals Several tech companies are making significant strides, particularly in AI. $AMD and $NVDA are seeing substantial growth, with $AMD announcing a strategic partnership with OpenAI to deploy X gigawatts of $AMD GPUs. Meanwhile, $RBRK, a cybersecurity company, is gaining attention for its high-quality business with founder-led revenue growth and strong Gartner rankings. ### Engagements: XXXXXX [#](/creator/twitter::1654481430636838914/interactions)  - X Week XXXXXXX -XX% - X Month XXXXXXXXX +2.10% - X Months XXXXXXXXXX +43% - X Year XXXXXXXXXX +501% ### Mentions: XX [#](/creator/twitter::1654481430636838914/posts_active)  - X Week XXX -XXXX% - X Month XXX +5.70% - X Months XXX +18% - X Year XXXXX +278% ### Followers: XXXXXX [#](/creator/twitter::1654481430636838914/followers)  - X Week XXXXXX +1.20% - X Month XXXXXX +4.90% - X Months XXXXXX +48% - X Year XXXXXX +220% ### CreatorRank: XXXXXXX [#](/creator/twitter::1654481430636838914/influencer_rank)  ### Social Influence [#](/creator/twitter::1654481430636838914/influence) --- **Social category influence** [finance](/list/finance) #3179 [stocks](/list/stocks) #3687 [technology brands](/list/technology-brands) XXXX% [automotive brands](/list/automotive-brands) XXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [exchanges](/list/exchanges) XXXX% [countries](/list/countries) XXXX% **Social topic influence** [$asml](/topic/$asml) #11, [asml](/topic/asml) #26, [$nvda](/topic/$nvda) #433, [$amd](/topic/$amd) #60, [$amzn](/topic/$amzn) #12, [$tsm](/topic/$tsm) #36, [nvda](/topic/nvda) #95, [$rbrk](/topic/$rbrk) #4, [$nbis](/topic/$nbis) #65, [stocks](/topic/stocks) #1756 **Top accounts mentioned or mentioned by** [@tacticzh](/creator/undefined) [@meeijer](/creator/undefined) [@danielisdizzy](/creator/undefined) [@sergeycyw](/creator/undefined) [@pavelbisse](/creator/undefined) [@timvrebbers](/creator/undefined) [@sojustfollowme](/creator/undefined) [@grok](/creator/undefined) [@imsilviu](/creator/undefined) [@ai42iq](/creator/undefined) [@dmsharrock88](/creator/undefined) [@freethinker2222](/creator/undefined) [@tomas0177](/creator/undefined) [@0xtechquity](/creator/undefined) [@lazaroinvestor](/creator/undefined) [@gla_invest](/creator/undefined) [@dr_martin123](/creator/undefined) [@qualityinvest5](/creator/undefined) [@samsolid57](/creator/undefined) [@joserestonva](/creator/undefined) **Top assets mentioned** [NVIDIA Corp. (NVDA)](/topic/$nvda) [Advanced Micro Devices (AMD)](/topic/$amd) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Rubrik, Inc. (RBRK)](/topic/$rbrk) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Tesla, Inc. (TSLA)](/topic/$tsla) [Microsoft Corp. (MSFT)](/topic/$msft) [MercadoLibre Inc (MELI)](/topic/$meli) [Apple, Inc. (AAPL)](/topic/$aapl) [Palantir (PLTR)](/topic/$pltr) [Axon Enterprise, Inc. (AXON)](/topic/$axon) [Netflix Inc (NFLX)](/topic/$nflx) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [CoreWeave, Inc. (CRWV)](/topic/$crwv) [Advance Auto Parts, Inc. (AAP)](/topic/$aap) [Tempus AI, Inc. Class A Common Stock (TEM)](/topic/$tem) [Cloudflare, Inc. (NET)](/topic/$net) [Spotify Technology (SPOT)](/topic/$spot) [Metadium (META)](/topic/$meta) [Crowdstrike Holdings Inc (CRWD)](/topic/$crwd) [Intuitive Surgical, Inc. (ISRG)](/topic/$isrg) [Intel Corporation (INTC)](/topic/$intc) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Applied Materials, Inc. (AMAT)](/topic/$amat) [IREN Limited (IREN)](/topic/$iren) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Affirm Holdings, Inc. Class A Common Stock (AFRM)](/topic/$afrm) [Mario Coin (COIN)](/topic/$coin) [Morgan Stanley (MS)](/topic/morgan-stanley) [Now Coin (NOW)](/topic/$now) [Duolingo, Inc. Class A Common Stock (DUOL)](/topic/$duol) [Micron Technology, Inc. (MU)](/topic/$mu) [Marvell Technology Inc (MRVL)](/topic/$mrvl) [Coca-Cola Co (KO)](/topic/$ko) [SAP SE (SAP)](/topic/$sap) [AT&T Inc. (T)](/topic/$t) [Wells Fargo & Co (WFC)](/topic/$wfc) [Basis Cash (BAC)](/topic/$bac) [Interactive Brokers Group, Inc. (IBKR)](/topic/$ibkr) [American Express Company (AXP)](/topic/$axp) [BlackCoin (BLK)](/topic/$blk) [GammaSwap (GS)](/topic/$gs) [Johnson & Johnson (JNJ)](/topic/$jnj) [Domino's Pizza Inc (DPZ)](/topic/$dpz) [Super Micro Computer, Inc. Common Stock (SMCI)](/topic/$smci) [Suncor Energy, Inc. (SU)](/topic/$su) [Constellation Energy Corp (CEG)](/topic/$ceg) [Spacemesh (SMH)](/topic/$smh) ### Top Social Posts [#](/creator/twitter::1654481430636838914/posts) --- Top posts by engagements in the last XX hours "If you're looking for a high quality cybersecurity name definitely check out $RBRK: ๐น Founder-led ๐น Revenue growth of XX% ๐น Turned free cash flow positive ๐น Trading at half the valuation of peers ๐น 6x Gartner Magic Quadrant leader in Backup & Data Protection. Currently working on a deep dive" [X Link](https://x.com/InvestingVisual/status/1974894856494567448) [@InvestingVisual](/creator/x/InvestingVisual) 2025-10-05T17:50Z 88.9K followers, 58.6K engagements "September Portfolio Recap ๐ I shared the full recap and plan for October in the Savvy community today (link in bio). Highlights: Portfolio +50.7% YTD and +16.8% in September Closed a long-term multibagger New position: a high quality software name Trimmed X positions Added to X position with great risk/reward Community highlights: Tech talk: is AI hype or megatrend (my view from working in the industry) Market thoughts: a ball game 30+ position related updates and thoughts If you'd like to see my real-time moves thoughts on tech research notes full portfolio and more consider joining our" [X Link](https://x.com/InvestingVisual/status/1973823060701573589) [@InvestingVisual](/creator/x/InvestingVisual) 2025-10-02T18:51Z 88.9K followers, 35.2K engagements "Which Mag X did you buy recently" [X Link](https://x.com/InvestingVisual/status/1909673351351878126) [@InvestingVisual](/creator/x/InvestingVisual) 2025-04-08T18:23Z 88.8K followers, 35.5K engagements "The stock market this week" [X Link](https://x.com/InvestingVisual/status/1979128897284235770) [@InvestingVisual](/creator/x/InvestingVisual) 2025-10-17T10:14Z 88.9K followers, 16.7K engagements "Do you prefer $AMZN or $MELI" [X Link](https://x.com/InvestingVisual/status/1979177716290097505) [@InvestingVisual](/creator/x/InvestingVisual) 2025-10-17T13:28Z 88.9K followers, 28.8K engagements "@IweinVranckx Can you give some more insight into this from your perspective In what way does AMD has nothing to do with AI (yet)" [X Link](https://x.com/InvestingVisual/status/1977789261869965495) [@InvestingVisual](/creator/x/InvestingVisual) 2025-10-13T17:31Z 88.8K followers, XXX engagements "The FinTech market is estimated to grow XX% annually and reach $309B by 2028 according to McKinsey. Top X high-growth names: X - $HOOD X - $COIN X - $AFRM Who's your favorite" [X Link](https://x.com/InvestingVisual/status/1968763204349448472) [@InvestingVisual](/creator/x/InvestingVisual) 2025-09-18T19:45Z 88.9K followers, 48.1K engagements "@SoJustFollowMe Youre the biggest $AMZN bull I know๐" [X Link](https://x.com/InvestingVisual/status/1979183166536438242) [@InvestingVisual](/creator/x/InvestingVisual) 2025-10-17T13:50Z 88.9K followers, XXX engagements "$ASML Q3 visualized & highlights: Net bookings: 5.4B (Est. 5.2B) Revenue 7.5B (Est. 7.65B) Gross Margin: XXXX% (Est. 51.3%) Outlook Q4: revenue 9.2-9.8B (Est. 9.3B) 2026 reiterated as growth year Warns of sharp China slowdown" [X Link](https://x.com/InvestingVisual/status/1978494602270159210) [@InvestingVisual](/creator/x/InvestingVisual) 2025-10-15T16:14Z 88.9K followers, 12.2K engagements "@SoJustFollowMe I can see $AMZN doing so but Im very much questioning $AAPL lately. Mediocre innovation and completely missing AI so far. Im getting quite some stalwart vibes with $AAP honestly" [X Link](https://x.com/InvestingVisual/status/1974844672842334324) [@InvestingVisual](/creator/x/InvestingVisual) 2025-10-05T14:30Z 88.9K followers, 1321 engagements "Just shared the $ASML Q3 one-pager breakdown with subscribers. From now on all business breakdowns will be sub-exclusive. They take a lot of time to make and I want to give paying subs more value. Consider joining if you find these breakdowns helpful Up next: $TSM" [X Link](https://x.com/InvestingVisual/status/1978878057478774858) [@InvestingVisual](/creator/x/InvestingVisual) 2025-10-16T17:37Z 88.9K followers, 10.8K engagements "$TSM vs $ASML: probably the most important businesses on earth right now. There are no AI chips without either of them. Which do you personally prefer" [X Link](https://x.com/InvestingVisual/status/1964380577123258802) [@InvestingVisual](/creator/x/InvestingVisual) 2025-09-06T17:30Z 88.9K followers, 125.5K engagements "@SoJustFollowMe . . . . . Why" [X Link](https://x.com/InvestingVisual/status/1975984831369707556) [@InvestingVisual](/creator/x/InvestingVisual) 2025-10-08T18:01Z 88.8K followers, XXX engagements "If you're looking for AI-themed investment idea this overview by Morgan Stanley is a great place to start. My personal favorites: $PLTR $NOW $NET Names I would add on the software side: $TEM $AXON $RBRK" [X Link](https://x.com/InvestingVisual/status/1972653336840294448) [@InvestingVisual](/creator/x/InvestingVisual) 2025-09-29T13:23Z 88.9K followers, 42.2K engagements "All eyes on $ASML Q3 tomorrow the first major semi business to report earnings Est. Revenue: $7.74B (+3.6%) Est. Earnings per share: $XXXX (+1.8%)" [X Link](https://x.com/InvestingVisual/status/1978103500358738395) [@InvestingVisual](/creator/x/InvestingVisual) 2025-10-14T14:20Z 88.9K followers, 37.1K engagements "$AMZN vs $MELI: two of the most underappreciated businesses right now if you ask me. Which do you like most Poll in comments ๐ณ" [X Link](https://x.com/InvestingVisual/status/1979177711097577670) [@InvestingVisual](/creator/x/InvestingVisual) 2025-10-17T13:28Z 88.9K followers, 28.9K engagements "10 - $RBRK snapshot $RBRK is a high quality and founder led data security company trading at a reasonable valuation" [X Link](https://x.com/InvestingVisual/status/1969468989337207263) [@InvestingVisual](/creator/x/InvestingVisual) 2025-09-20T18:29Z 88.8K followers, 10.6K engagements "$NFLX vs $SPOT: two of the best streaming businesses in recent years and strong compounders. Which one would you rather own" [X Link](https://x.com/InvestingVisual/status/1975931437581762992) [@InvestingVisual](/creator/x/InvestingVisual) 2025-10-08T14:29Z 88.9K followers, 18.3K engagements "10 of my favorite founder led businesses: $NVDA $TSLA $META $AXON $NBIS $TEM $NET $CRWD $DUOL $ADYEY Which would you add to the list" [X Link](https://x.com/InvestingVisual/status/1963595406392397874) [@InvestingVisual](/creator/x/InvestingVisual) 2025-09-04T13:30Z 88.8K followers, 29.7K engagements "@danielisdizzy True but they also have to compete with strong competitors like $MSFT Azure and $GOOGL cloud which could pressure margins long-term" [X Link](https://x.com/InvestingVisual/status/1979540332988756152) [@InvestingVisual](/creator/x/InvestingVisual) 2025-10-18T13:29Z 88.9K followers, XXX engagements "$AMD is now up +100% since this post. Stock prices always catch up to fundamentals. Congrats shareholders ๐ค" [X Link](https://x.com/InvestingVisual/status/1975988113790124239) [@InvestingVisual](/creator/x/InvestingVisual) 2025-10-08T18:14Z 88.8K followers, 48.5K engagements "Global semi sales are projected to hit $700B in 2025. These are the fastest growing names. Top 3: $NVDA XX% $MU +40% $MRVL +30%" [X Link](https://x.com/InvestingVisual/status/1976638849280356606) [@InvestingVisual](/creator/x/InvestingVisual) 2025-10-10T13:20Z 88.9K followers, 36.9K engagements "At $100K youre already XX% of the way to $X million. The power of compounding" [X Link](https://x.com/InvestingVisual/status/1943707354710835406) [@InvestingVisual](/creator/x/InvestingVisual) 2025-07-11T16:22Z 88.8K followers, 31.1K engagements "๐จJUST IN: $AMD and OpenAI Announce Strategic Partnership to Deploy X Gigawatts of AMD GPUs. A multi-year multi-generation agreement Initial X gigawatt OpenAI deployment of AMD Instinct MI450 Series GPUs starting in 2H 2026 Extremely bullish for $AMD" [X Link](https://x.com/InvestingVisual/status/1975160190703177758) [@InvestingVisual](/creator/x/InvestingVisual) 2025-10-06T11:24Z 88.8K followers, 17.1K engagements "Some big names reporting earnings next week Tuesday: $NFLX $KO $ISRG Wednesday: $TSLA $SAP $T Thursday: $INTC" [X Link](https://x.com/InvestingVisual/status/1979161254682849455) [@InvestingVisual](/creator/x/InvestingVisual) 2025-10-17T12:23Z 88.9K followers, 21.9K engagements "How $PLTR makes money: U.S. government $426M (+53%) U.S. commercial $XXX (+92%) International $XXX (+13%) Total revenue: $1Bln in Q2 ๐ธ" [X Link](https://x.com/InvestingVisual/status/1976279228640526612) [@InvestingVisual](/creator/x/InvestingVisual) 2025-10-09T13:31Z 88.8K followers, 31.3K engagements "Investing should be more like watching paint dry or watching grass grow. If you want excitement take $XXX and go to Las Vegas. Paul Samuelson" [X Link](https://x.com/InvestingVisual/status/1974791686824825156) [@InvestingVisual](/creator/x/InvestingVisual) 2025-10-05T11:00Z 88.8K followers, 16.3K engagements "Q3 earnings season is finally about to kick off Notable names this week: Tuesday: $BLK $GS $C $WFC $JNJ $DPZ Wednesday: $AMSL $BAC $MS Thursday: $TSM $IBKR Friday: $AXP" [X Link](https://x.com/InvestingVisual/status/1977747403248988341) [@InvestingVisual](/creator/x/InvestingVisual) 2025-10-13T14:45Z 88.9K followers, 16K engagements "Which AI tech stock do you think is the best buy right now Chip design $NVDA $XXX $AMD $XXX $AVGO $XXX Components $TSM $XXX $SMCI $XX Manufacturers $TSM $XXX $AVGO $XXX Power $SU $XX $CEG $XXX Equipment $ASML $XXX $AMAT $185" [X Link](https://x.com/InvestingVisual/status/1954192770001740042) [@InvestingVisual](/creator/x/InvestingVisual) 2025-08-09T14:47Z 88.8K followers, 396.8K engagements "How $AMD makes money: Data center: $3.2B (+14%) Client (processors): $XXX% (87%) Gaming: $1B (+35%) Embedded (specialized chips): $-4%) Total revenue in Q2: $7.6B (+32%)" [X Link](https://x.com/InvestingVisual/status/1976283003706806407) [@InvestingVisual](/creator/x/InvestingVisual) 2025-10-09T13:46Z 88.9K followers, 35.4K engagements "Rare earth metal stocks are going parabolic - but most don't generate any revenue. Tread carefully. These are highly speculative plays" [X Link](https://x.com/InvestingVisual/status/1977766528927043589) [@InvestingVisual](/creator/x/InvestingVisual) 2025-10-13T16:01Z 88.9K followers, 90K engagements "Both $ASML and $TSM report earnings this week. Their outlooks will be especially important to see how AI demand is evolving" [X Link](https://x.com/InvestingVisual/status/1977805032499413477) [@InvestingVisual](/creator/x/InvestingVisual) 2025-10-13T18:34Z 88.9K followers, 49.2K engagements "Something I learned the hard way: position sizing matters. A lot. In the past I would: Do extensive research Build conviction Just to start a X% position These days I size my positions according to my conviction. It made a huge difference in my returns" [X Link](https://x.com/InvestingVisual/status/1978528801542770777) [@InvestingVisual](/creator/x/InvestingVisual) 2025-10-15T18:30Z 88.9K followers, 14.4K engagements "@amitisinvesting At this point the OpenAI deals are getting out of hand. Its reached a stage where I personally think theyre overplaying their hand with the amount of spending theyve announced. Especially while running at around $13B ARR right now. Its starting to feel frothy honestly" [X Link](https://x.com/InvestingVisual/status/1977785246730043841) [@InvestingVisual](/creator/x/InvestingVisual) 2025-10-13T17:15Z 88.8K followers, 13.2K engagements "AI stocks are blazing this year ๐ฅ Top 3: $IREN +349% $NBIS +312% $CRWV +245% Which do you thing will perform best in 2025" [X Link](https://x.com/InvestingVisual/status/1974102133378330630) [@InvestingVisual](/creator/x/InvestingVisual) 2025-10-03T13:20Z 88.9K followers, 144.9K engagements "How would you split $100000 between $NVDA and $AMD" [X Link](https://x.com/InvestingVisual/status/1977410954079150469) [@InvestingVisual](/creator/x/InvestingVisual) 2025-10-12T16:28Z 88.9K followers, 180.8K engagements "Tech moat tier list: Elite: $ASML $MSFT $AMZN $NVDA Extremely wide: $AAPL $GOOGL $META $TSM Very wide: $PLTR $TSLA $ISRG $AXON All build to last and near-impenetrable" [X Link](https://x.com/InvestingVisual/status/1974908697592967547) [@InvestingVisual](/creator/x/InvestingVisual) 2025-10-05T18:45Z 88.8K followers, 48.9K engagements "$TSM Q3 earnings ๐จ ๐ข Revenue $32.27B (Est. $31.61B) ๐ข Earnings per share: $XXXX (Est. $2.63) Q4 outlook: ๐ข Revenue: $32.2B$33.4B (Est. $32.0B) ๐ข Gross Margin: 5961% "AI-related demand continues to be very strong"" [X Link](https://x.com/InvestingVisual/status/1978706871197311351) [@InvestingVisual](/creator/x/InvestingVisual) 2025-10-16T06:17Z 88.9K followers, 47K engagements "What $AMD's revenue mix looks like:" [X Link](https://x.com/InvestingVisual/status/1975196595114131477) [@InvestingVisual](/creator/x/InvestingVisual) 2025-10-06T13:49Z 88.8K followers, 17.9K engagements "Weve got a winner: $AMZN Interestingly $MELI monthly active users outpaces $AMZN by a wide margin and is best-in-class across all major e-commerce players. H/T @wolfofharcourt for sharing this visual earlier today" [X Link](https://x.com/InvestingVisual/status/1979543068165693468) [@InvestingVisual](/creator/x/InvestingVisual) 2025-10-18T13:40Z 88.9K followers, 24.6K engagements "@meeijer Hard call right I slightly prefer $SPOT as well but Im biased as someone who uses $SPOT daily ๐" [X Link](https://x.com/InvestingVisual/status/1975980038156845321) [@InvestingVisual](/creator/x/InvestingVisual) 2025-10-08T17:42Z 88.8K followers, XXX engagements "$NBIS: a long-term view beyond AI infrastructure covering: Co-Founder Roman Chernins vision AI infrastructure as a funding machine What they are truly building for What customers say (5 min read) ๐๐ In a recent interview Roman Chernin (Co-Founder of $NBIS) shared some very interesting insights about his view of the business. He sees $NBIS as a combination of two businesses: Data centers: large mostly bare-metal deployments Cloud & AI software stack Right now all the attention goes to the AI infrastructure build-out with billions flowing into it. AI demand is still outpacing supply by a wide" [X Link](https://x.com/InvestingVisual/status/1977027255650984020) [@InvestingVisual](/creator/x/InvestingVisual) 2025-10-11T15:03Z 88.9K followers, 36K engagements "Breaking down my portfolio Time to share more about my portfolio and investment journey. Covering: My focus on tech From XX to XX positions Why I shifted away from mega caps How my performance improved over time A thread ๐งต๐" [X Link](https://x.com/InvestingVisual/status/1971565049324941461) [@InvestingVisual](/creator/x/InvestingVisual) 2025-09-26T13:18Z 88.8K followers, 41.9K engagements "AI stocks are absolutely on fire ๐ฅ Top 3: X - $NBIS +210% X - $IREN +209% X - $CRWV +196% Whos your favorite" [X Link](https://x.com/InvestingVisual/status/1965808773379031545) [@InvestingVisual](/creator/x/InvestingVisual) 2025-09-10T16:05Z 88.9K followers, 164.7K engagements "If you want exposure to semis but dont want to pick individual stocks $SMH is worth a look. Its one of the best-performing ETFs up XXX% over the past X years" [X Link](https://x.com/InvestingVisual/status/1976009450998906987) [@InvestingVisual](/creator/x/InvestingVisual) 2025-10-08T19:39Z 88.9K followers, 49K engagements "$ASML stock is basically flat YTD. Meanwhile: ๐น No AI without $ASML machines ๐น 2030 revenue target of $44B$60B ๐น Arguably the widest moat out there A strong Q3Q4 could be the breakout catalyst especially if geopolitical tensions ease. One month to Q3" [X Link](https://x.com/InvestingVisual/status/1965068164326428758) [@InvestingVisual](/creator/x/InvestingVisual) 2025-09-08T15:02Z 88.8K followers, 87K engagements "JUST IN๐จ $AMD & $ORCL announce agreement for 50000 GPUs deal for its Oracle Cloud Infrastructure. Like the OpenAI deal AMD will provide Oracle with its future MI450 AI chip in the second half of 2026. The deal further increases $AMD presence in the AI space" [X Link](https://x.com/InvestingVisual/status/1978076242629820812) [@InvestingVisual](/creator/x/InvestingVisual) 2025-10-14T12:31Z 88.9K followers, 29.6K engagements "$TSM's Q3 one-pager breakdown was just shared with subscribers. Next week: $NFLX $TSLA and $INTC once their earnings are out. If you like seeing all key investment info in an easy-to-digest visual consider joining the subs group" [X Link](https://x.com/InvestingVisual/status/1979227612321874396) [@InvestingVisual](/creator/x/InvestingVisual) 2025-10-17T16:46Z 88.9K followers, 7771 engagements "Best performers in the MAG7 YTD: $NVDA +37% $GOOGL +30% $MSFT +23% Meanwhile both $AAPL and $AMZN are underperforming the market this year" [X Link](https://x.com/InvestingVisual/status/1974826909004423606) [@InvestingVisual](/creator/x/InvestingVisual) 2025-10-05T13:20Z 88.8K followers, 75.2K engagements "@meeijer I can see why Whats the main reason for you to consider a position" [X Link](https://x.com/InvestingVisual/status/1974725913112895893) [@InvestingVisual](/creator/x/InvestingVisual) 2025-10-05T06:38Z 88.8K followers, XXX engagements "$AMD visualized: How they make money Sentiment Geography Business segments Financials Cash Margins Valuation Final thoughts: $AMD vs $NVDA Let's dive in ๐งต๐" [X Link](https://x.com/InvestingVisual/status/1962519177425474009) [@InvestingVisual](/creator/x/InvestingVisual) 2025-09-01T14:13Z 88.8K followers, 185.7K engagements "$AMD - A great business at a good price. ๐นRevenue growing +32% ๐นFree cash flow up +198% ๐นStrong balance sheet To top it off: $AMD is in a great position to benefit from ongoing AI demand" [X Link](https://x.com/InvestingVisual/status/1971643434302951557) [@InvestingVisual](/creator/x/InvestingVisual) 2025-09-26T18:30Z 88.8K followers, 36.1K engagements "The cybersecurity market is estimated at $201B today and expected to grow to $309B by 2029 according to Gartner. Top X high-growth names: X - $RBRK X - $CYBR X - $CRWD Ill soon cover $RBRK in more detail a very underappreciated name in the space IMO" [X Link](https://x.com/InvestingVisual/status/1967185558788030735) [@InvestingVisual](/creator/x/InvestingVisual) 2025-09-14T11:16Z 88.9K followers, 87K engagements "$10000 invested in $NVDA XX years ago would be worth a staggering $XX MILLION today. Which stock do you think has that kind of potential now" [X Link](https://x.com/InvestingVisual/status/1968389495692443656) [@InvestingVisual](/creator/x/InvestingVisual) 2025-09-17T19:00Z 88.8K followers, 363K engagements "Key players in the AI industry every investor should know: AI foundation: $ASML $TSM $AMAT AI Chips: $NVDA $AMD $AVGO AI infrastructure: $NBIS $CRWV $ALAB" [X Link](https://x.com/InvestingVisual/status/1976709313860427982) [@InvestingVisual](/creator/x/InvestingVisual) 2025-10-10T18:00Z 88.9K followers, 25.5K engagements "$ASML Q3 earnings ๐จ Net bookings: 5.4B vs Est. 5.2B Rev: 7.5B vs Est. 7.65B Gross Margin: XXXX% vs Est. XXXX% Q4 outlook Rev: 9.2-9.8B vs Est. 9.3B Gross Margin: 51-53% vs Est. 51%" [X Link](https://x.com/InvestingVisual/status/1978328757485154811) [@InvestingVisual](/creator/x/InvestingVisual) 2025-10-15T05:15Z 88.9K followers, 40.3K engagements "$SPY top XX holdings account for XX% of the total index right now. Top 3: $NVDA: XXX% $MSFT: X% $AAP: 6%" [X Link](https://x.com/InvestingVisual/status/1976357494298464705) [@InvestingVisual](/creator/x/InvestingVisual) 2025-10-09T18:42Z 88.9K followers, 22.7K engagements "Adobe $ADBE is a heavyweight in the software-as-a service (SaaS) space leading the charge in creative and digital solutions. Heres a quick snapshot of the company๐๐" [X Link](https://x.com/InvestingVisual/status/1837847512004100265) [@InvestingVisual](/creator/x/InvestingVisual) 2024-09-22T13:32Z 88.9K followers, 22.5K engagements "How $AMZN makes money๐ธ" [X Link](https://x.com/InvestingVisual/status/1974429290423898531) [@InvestingVisual](/creator/x/InvestingVisual) 2025-10-04T11:00Z 88.8K followers, 66.3K engagements "In my opinion $RBRK is the best SaaS play right now: ๐น Founder-led ๐น No debt ๐น Operating leverage kicking in ๐น Revenue growth of XX% ๐น Trading at half the valuation of peers And to top it off: 6x Gartner Magic Quadrant leader in Backup & Data Protection" [X Link](https://x.com/InvestingVisual/status/1970843161518817442) [@InvestingVisual](/creator/x/InvestingVisual) 2025-09-24T13:30Z 88.8K followers, 69.7K engagements "Follow-up: Diversification & risk reduction Theres a lot of nuance around diversification and risk that the visual I shared earlier didnt fully capture. As a result it was a bit oversimplified. Time to dive into the details and paint a more balanced nuanced picture ๐ (7 min. read) X - What is risk First things first. When talking about risk in the stock market most people think about the chance of losing money. But risk isnt one thing its a mix of different forces that move prices. At the highest level there are two main types: Systemic (market) risk: the broad forces that affect nearly" [X Link](https://x.com/InvestingVisual/status/1975900473291895291) [@InvestingVisual](/creator/x/InvestingVisual) 2025-10-08T12:25Z 88.8K followers, 30.1K 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.]
Several tech companies are making significant strides, particularly in AI. $AMD and $NVDA are seeing substantial growth, with $AMD announcing a strategic partnership with OpenAI to deploy X gigawatts of $AMD GPUs. Meanwhile, $RBRK, a cybersecurity company, is gaining attention for its high-quality business with founder-led revenue growth and strong Gartner rankings.
Social category influence finance #3179 stocks #3687 technology brands XXXX% automotive brands XXXX% cryptocurrencies XXXX% exchanges XXXX% countries XXXX%
Social topic influence $asml #11, asml #26, $nvda #433, $amd #60, $amzn #12, $tsm #36, nvda #95, $rbrk #4, $nbis #65, stocks #1756
Top accounts mentioned or mentioned by @tacticzh @meeijer @danielisdizzy @sergeycyw @pavelbisse @timvrebbers @sojustfollowme @grok @imsilviu @ai42iq @dmsharrock88 @freethinker2222 @tomas0177 @0xtechquity @lazaroinvestor @gla_invest @dr_martin123 @qualityinvest5 @samsolid57 @joserestonva
Top assets mentioned NVIDIA Corp. (NVDA) Advanced Micro Devices (AMD) Amazon.com, Inc. (AMZN) Taiwan Semiconductor (TSM) Rubrik, Inc. (RBRK) Nebius Group N.V. Class A Ordinary Shares (NBIS) Tesla, Inc. (TSLA) Microsoft Corp. (MSFT) MercadoLibre Inc (MELI) Apple, Inc. (AAPL) Palantir (PLTR) Axon Enterprise, Inc. (AXON) Netflix Inc (NFLX) Alphabet Inc Class A (GOOGL) CoreWeave, Inc. (CRWV) Advance Auto Parts, Inc. (AAP) Tempus AI, Inc. Class A Common Stock (TEM) Cloudflare, Inc. (NET) Spotify Technology (SPOT) Metadium (META) Crowdstrike Holdings Inc (CRWD) Intuitive Surgical, Inc. (ISRG) Intel Corporation (INTC) Broadcom, Inc. (AVGO) Applied Materials, Inc. (AMAT) IREN Limited (IREN) Robinhood Markets, Inc. (HOOD) Affirm Holdings, Inc. Class A Common Stock (AFRM) Mario Coin (COIN) Morgan Stanley (MS) Now Coin (NOW) Duolingo, Inc. Class A Common Stock (DUOL) Micron Technology, Inc. (MU) Marvell Technology Inc (MRVL) Coca-Cola Co (KO) SAP SE (SAP) AT&T Inc. (T) Wells Fargo & Co (WFC) Basis Cash (BAC) Interactive Brokers Group, Inc. (IBKR) American Express Company (AXP) BlackCoin (BLK) GammaSwap (GS) Johnson & Johnson (JNJ) Domino's Pizza Inc (DPZ) Super Micro Computer, Inc. Common Stock (SMCI) Suncor Energy, Inc. (SU) Constellation Energy Corp (CEG) Spacemesh (SMH)
Top posts by engagements in the last XX hours
"If you're looking for a high quality cybersecurity name definitely check out $RBRK: ๐น Founder-led ๐น Revenue growth of XX% ๐น Turned free cash flow positive ๐น Trading at half the valuation of peers ๐น 6x Gartner Magic Quadrant leader in Backup & Data Protection. Currently working on a deep dive"
X Link @InvestingVisual 2025-10-05T17:50Z 88.9K followers, 58.6K engagements
"September Portfolio Recap ๐ I shared the full recap and plan for October in the Savvy community today (link in bio). Highlights: Portfolio +50.7% YTD and +16.8% in September Closed a long-term multibagger New position: a high quality software name Trimmed X positions Added to X position with great risk/reward Community highlights: Tech talk: is AI hype or megatrend (my view from working in the industry) Market thoughts: a ball game 30+ position related updates and thoughts If you'd like to see my real-time moves thoughts on tech research notes full portfolio and more consider joining our"
X Link @InvestingVisual 2025-10-02T18:51Z 88.9K followers, 35.2K engagements
"Which Mag X did you buy recently"
X Link @InvestingVisual 2025-04-08T18:23Z 88.8K followers, 35.5K engagements
"The stock market this week"
X Link @InvestingVisual 2025-10-17T10:14Z 88.9K followers, 16.7K engagements
"Do you prefer $AMZN or $MELI"
X Link @InvestingVisual 2025-10-17T13:28Z 88.9K followers, 28.8K engagements
"@IweinVranckx Can you give some more insight into this from your perspective In what way does AMD has nothing to do with AI (yet)"
X Link @InvestingVisual 2025-10-13T17:31Z 88.8K followers, XXX engagements
"The FinTech market is estimated to grow XX% annually and reach $309B by 2028 according to McKinsey. Top X high-growth names: X - $HOOD X - $COIN X - $AFRM Who's your favorite"
X Link @InvestingVisual 2025-09-18T19:45Z 88.9K followers, 48.1K engagements
"@SoJustFollowMe Youre the biggest $AMZN bull I know๐"
X Link @InvestingVisual 2025-10-17T13:50Z 88.9K followers, XXX engagements
"$ASML Q3 visualized & highlights: Net bookings: 5.4B (Est. 5.2B) Revenue 7.5B (Est. 7.65B) Gross Margin: XXXX% (Est. 51.3%) Outlook Q4: revenue 9.2-9.8B (Est. 9.3B) 2026 reiterated as growth year Warns of sharp China slowdown"
X Link @InvestingVisual 2025-10-15T16:14Z 88.9K followers, 12.2K engagements
"@SoJustFollowMe I can see $AMZN doing so but Im very much questioning $AAPL lately. Mediocre innovation and completely missing AI so far. Im getting quite some stalwart vibes with $AAP honestly"
X Link @InvestingVisual 2025-10-05T14:30Z 88.9K followers, 1321 engagements
"Just shared the $ASML Q3 one-pager breakdown with subscribers. From now on all business breakdowns will be sub-exclusive. They take a lot of time to make and I want to give paying subs more value. Consider joining if you find these breakdowns helpful Up next: $TSM"
X Link @InvestingVisual 2025-10-16T17:37Z 88.9K followers, 10.8K engagements
"$TSM vs $ASML: probably the most important businesses on earth right now. There are no AI chips without either of them. Which do you personally prefer"
X Link @InvestingVisual 2025-09-06T17:30Z 88.9K followers, 125.5K engagements
"@SoJustFollowMe . . . . . Why"
X Link @InvestingVisual 2025-10-08T18:01Z 88.8K followers, XXX engagements
"If you're looking for AI-themed investment idea this overview by Morgan Stanley is a great place to start. My personal favorites: $PLTR $NOW $NET Names I would add on the software side: $TEM $AXON $RBRK"
X Link @InvestingVisual 2025-09-29T13:23Z 88.9K followers, 42.2K engagements
"All eyes on $ASML Q3 tomorrow the first major semi business to report earnings Est. Revenue: $7.74B (+3.6%) Est. Earnings per share: $XXXX (+1.8%)"
X Link @InvestingVisual 2025-10-14T14:20Z 88.9K followers, 37.1K engagements
"$AMZN vs $MELI: two of the most underappreciated businesses right now if you ask me. Which do you like most Poll in comments ๐ณ"
X Link @InvestingVisual 2025-10-17T13:28Z 88.9K followers, 28.9K engagements
"10 - $RBRK snapshot $RBRK is a high quality and founder led data security company trading at a reasonable valuation"
X Link @InvestingVisual 2025-09-20T18:29Z 88.8K followers, 10.6K engagements
"$NFLX vs $SPOT: two of the best streaming businesses in recent years and strong compounders. Which one would you rather own"
X Link @InvestingVisual 2025-10-08T14:29Z 88.9K followers, 18.3K engagements
"10 of my favorite founder led businesses: $NVDA $TSLA $META $AXON $NBIS $TEM $NET $CRWD $DUOL $ADYEY Which would you add to the list"
X Link @InvestingVisual 2025-09-04T13:30Z 88.8K followers, 29.7K engagements
"@danielisdizzy True but they also have to compete with strong competitors like $MSFT Azure and $GOOGL cloud which could pressure margins long-term"
X Link @InvestingVisual 2025-10-18T13:29Z 88.9K followers, XXX engagements
"$AMD is now up +100% since this post. Stock prices always catch up to fundamentals. Congrats shareholders ๐ค"
X Link @InvestingVisual 2025-10-08T18:14Z 88.8K followers, 48.5K engagements
"Global semi sales are projected to hit $700B in 2025. These are the fastest growing names. Top 3: $NVDA XX% $MU +40% $MRVL +30%"
X Link @InvestingVisual 2025-10-10T13:20Z 88.9K followers, 36.9K engagements
"At $100K youre already XX% of the way to $X million. The power of compounding"
X Link @InvestingVisual 2025-07-11T16:22Z 88.8K followers, 31.1K engagements
"๐จJUST IN: $AMD and OpenAI Announce Strategic Partnership to Deploy X Gigawatts of AMD GPUs. A multi-year multi-generation agreement Initial X gigawatt OpenAI deployment of AMD Instinct MI450 Series GPUs starting in 2H 2026 Extremely bullish for $AMD"
X Link @InvestingVisual 2025-10-06T11:24Z 88.8K followers, 17.1K engagements
"Some big names reporting earnings next week Tuesday: $NFLX $KO $ISRG Wednesday: $TSLA $SAP $T Thursday: $INTC"
X Link @InvestingVisual 2025-10-17T12:23Z 88.9K followers, 21.9K engagements
"How $PLTR makes money: U.S. government $426M (+53%) U.S. commercial $XXX (+92%) International $XXX (+13%) Total revenue: $1Bln in Q2 ๐ธ"
X Link @InvestingVisual 2025-10-09T13:31Z 88.8K followers, 31.3K engagements
"Investing should be more like watching paint dry or watching grass grow. If you want excitement take $XXX and go to Las Vegas. Paul Samuelson"
X Link @InvestingVisual 2025-10-05T11:00Z 88.8K followers, 16.3K engagements
"Q3 earnings season is finally about to kick off Notable names this week: Tuesday: $BLK $GS $C $WFC $JNJ $DPZ Wednesday: $AMSL $BAC $MS Thursday: $TSM $IBKR Friday: $AXP"
X Link @InvestingVisual 2025-10-13T14:45Z 88.9K followers, 16K engagements
"Which AI tech stock do you think is the best buy right now Chip design $NVDA $XXX $AMD $XXX $AVGO $XXX Components $TSM $XXX $SMCI $XX Manufacturers $TSM $XXX $AVGO $XXX Power $SU $XX $CEG $XXX Equipment $ASML $XXX $AMAT $185"
X Link @InvestingVisual 2025-08-09T14:47Z 88.8K followers, 396.8K engagements
"How $AMD makes money: Data center: $3.2B (+14%) Client (processors): $XXX% (87%) Gaming: $1B (+35%) Embedded (specialized chips): $-4%) Total revenue in Q2: $7.6B (+32%)"
X Link @InvestingVisual 2025-10-09T13:46Z 88.9K followers, 35.4K engagements
"Rare earth metal stocks are going parabolic - but most don't generate any revenue. Tread carefully. These are highly speculative plays"
X Link @InvestingVisual 2025-10-13T16:01Z 88.9K followers, 90K engagements
"Both $ASML and $TSM report earnings this week. Their outlooks will be especially important to see how AI demand is evolving"
X Link @InvestingVisual 2025-10-13T18:34Z 88.9K followers, 49.2K engagements
"Something I learned the hard way: position sizing matters. A lot. In the past I would: Do extensive research Build conviction Just to start a X% position These days I size my positions according to my conviction. It made a huge difference in my returns"
X Link @InvestingVisual 2025-10-15T18:30Z 88.9K followers, 14.4K engagements
"@amitisinvesting At this point the OpenAI deals are getting out of hand. Its reached a stage where I personally think theyre overplaying their hand with the amount of spending theyve announced. Especially while running at around $13B ARR right now. Its starting to feel frothy honestly"
X Link @InvestingVisual 2025-10-13T17:15Z 88.8K followers, 13.2K engagements
"AI stocks are blazing this year ๐ฅ Top 3: $IREN +349% $NBIS +312% $CRWV +245% Which do you thing will perform best in 2025"
X Link @InvestingVisual 2025-10-03T13:20Z 88.9K followers, 144.9K engagements
"How would you split $100000 between $NVDA and $AMD"
X Link @InvestingVisual 2025-10-12T16:28Z 88.9K followers, 180.8K engagements
"Tech moat tier list: Elite: $ASML $MSFT $AMZN $NVDA Extremely wide: $AAPL $GOOGL $META $TSM Very wide: $PLTR $TSLA $ISRG $AXON All build to last and near-impenetrable"
X Link @InvestingVisual 2025-10-05T18:45Z 88.8K followers, 48.9K engagements
"$TSM Q3 earnings ๐จ ๐ข Revenue $32.27B (Est. $31.61B) ๐ข Earnings per share: $XXXX (Est. $2.63) Q4 outlook: ๐ข Revenue: $32.2B$33.4B (Est. $32.0B) ๐ข Gross Margin: 5961% "AI-related demand continues to be very strong""
X Link @InvestingVisual 2025-10-16T06:17Z 88.9K followers, 47K engagements
"What $AMD's revenue mix looks like:"
X Link @InvestingVisual 2025-10-06T13:49Z 88.8K followers, 17.9K engagements
"Weve got a winner: $AMZN Interestingly $MELI monthly active users outpaces $AMZN by a wide margin and is best-in-class across all major e-commerce players. H/T @wolfofharcourt for sharing this visual earlier today"
X Link @InvestingVisual 2025-10-18T13:40Z 88.9K followers, 24.6K engagements
"@meeijer Hard call right I slightly prefer $SPOT as well but Im biased as someone who uses $SPOT daily ๐"
X Link @InvestingVisual 2025-10-08T17:42Z 88.8K followers, XXX engagements
"$NBIS: a long-term view beyond AI infrastructure covering: Co-Founder Roman Chernins vision AI infrastructure as a funding machine What they are truly building for What customers say (5 min read) ๐๐ In a recent interview Roman Chernin (Co-Founder of $NBIS) shared some very interesting insights about his view of the business. He sees $NBIS as a combination of two businesses: Data centers: large mostly bare-metal deployments Cloud & AI software stack Right now all the attention goes to the AI infrastructure build-out with billions flowing into it. AI demand is still outpacing supply by a wide"
X Link @InvestingVisual 2025-10-11T15:03Z 88.9K followers, 36K engagements
"Breaking down my portfolio Time to share more about my portfolio and investment journey. Covering: My focus on tech From XX to XX positions Why I shifted away from mega caps How my performance improved over time A thread ๐งต๐"
X Link @InvestingVisual 2025-09-26T13:18Z 88.8K followers, 41.9K engagements
"AI stocks are absolutely on fire ๐ฅ Top 3: X - $NBIS +210% X - $IREN +209% X - $CRWV +196% Whos your favorite"
X Link @InvestingVisual 2025-09-10T16:05Z 88.9K followers, 164.7K engagements
"If you want exposure to semis but dont want to pick individual stocks $SMH is worth a look. Its one of the best-performing ETFs up XXX% over the past X years"
X Link @InvestingVisual 2025-10-08T19:39Z 88.9K followers, 49K engagements
"$ASML stock is basically flat YTD. Meanwhile: ๐น No AI without $ASML machines ๐น 2030 revenue target of $44B$60B ๐น Arguably the widest moat out there A strong Q3Q4 could be the breakout catalyst especially if geopolitical tensions ease. One month to Q3"
X Link @InvestingVisual 2025-09-08T15:02Z 88.8K followers, 87K engagements
"JUST IN๐จ $AMD & $ORCL announce agreement for 50000 GPUs deal for its Oracle Cloud Infrastructure. Like the OpenAI deal AMD will provide Oracle with its future MI450 AI chip in the second half of 2026. The deal further increases $AMD presence in the AI space"
X Link @InvestingVisual 2025-10-14T12:31Z 88.9K followers, 29.6K engagements
"$TSM's Q3 one-pager breakdown was just shared with subscribers. Next week: $NFLX $TSLA and $INTC once their earnings are out. If you like seeing all key investment info in an easy-to-digest visual consider joining the subs group"
X Link @InvestingVisual 2025-10-17T16:46Z 88.9K followers, 7771 engagements
"Best performers in the MAG7 YTD: $NVDA +37% $GOOGL +30% $MSFT +23% Meanwhile both $AAPL and $AMZN are underperforming the market this year"
X Link @InvestingVisual 2025-10-05T13:20Z 88.8K followers, 75.2K engagements
"@meeijer I can see why Whats the main reason for you to consider a position"
X Link @InvestingVisual 2025-10-05T06:38Z 88.8K followers, XXX engagements
"$AMD visualized: How they make money Sentiment Geography Business segments Financials Cash Margins Valuation Final thoughts: $AMD vs $NVDA Let's dive in ๐งต๐"
X Link @InvestingVisual 2025-09-01T14:13Z 88.8K followers, 185.7K engagements
"$AMD - A great business at a good price. ๐นRevenue growing +32% ๐นFree cash flow up +198% ๐นStrong balance sheet To top it off: $AMD is in a great position to benefit from ongoing AI demand"
X Link @InvestingVisual 2025-09-26T18:30Z 88.8K followers, 36.1K engagements
"The cybersecurity market is estimated at $201B today and expected to grow to $309B by 2029 according to Gartner. Top X high-growth names: X - $RBRK X - $CYBR X - $CRWD Ill soon cover $RBRK in more detail a very underappreciated name in the space IMO"
X Link @InvestingVisual 2025-09-14T11:16Z 88.9K followers, 87K engagements
"$10000 invested in $NVDA XX years ago would be worth a staggering $XX MILLION today. Which stock do you think has that kind of potential now"
X Link @InvestingVisual 2025-09-17T19:00Z 88.8K followers, 363K engagements
"Key players in the AI industry every investor should know: AI foundation: $ASML $TSM $AMAT AI Chips: $NVDA $AMD $AVGO AI infrastructure: $NBIS $CRWV $ALAB"
X Link @InvestingVisual 2025-10-10T18:00Z 88.9K followers, 25.5K engagements
"$ASML Q3 earnings ๐จ Net bookings: 5.4B vs Est. 5.2B Rev: 7.5B vs Est. 7.65B Gross Margin: XXXX% vs Est. XXXX% Q4 outlook Rev: 9.2-9.8B vs Est. 9.3B Gross Margin: 51-53% vs Est. 51%"
X Link @InvestingVisual 2025-10-15T05:15Z 88.9K followers, 40.3K engagements
"$SPY top XX holdings account for XX% of the total index right now. Top 3: $NVDA: XXX% $MSFT: X% $AAP: 6%"
X Link @InvestingVisual 2025-10-09T18:42Z 88.9K followers, 22.7K engagements
"Adobe $ADBE is a heavyweight in the software-as-a service (SaaS) space leading the charge in creative and digital solutions. Heres a quick snapshot of the company๐๐"
X Link @InvestingVisual 2024-09-22T13:32Z 88.9K followers, 22.5K engagements
"How $AMZN makes money๐ธ"
X Link @InvestingVisual 2025-10-04T11:00Z 88.8K followers, 66.3K engagements
"In my opinion $RBRK is the best SaaS play right now: ๐น Founder-led ๐น No debt ๐น Operating leverage kicking in ๐น Revenue growth of XX% ๐น Trading at half the valuation of peers And to top it off: 6x Gartner Magic Quadrant leader in Backup & Data Protection"
X Link @InvestingVisual 2025-09-24T13:30Z 88.8K followers, 69.7K engagements
"Follow-up: Diversification & risk reduction Theres a lot of nuance around diversification and risk that the visual I shared earlier didnt fully capture. As a result it was a bit oversimplified. Time to dive into the details and paint a more balanced nuanced picture ๐ (7 min. read) X - What is risk First things first. When talking about risk in the stock market most people think about the chance of losing money. But risk isnt one thing its a mix of different forces that move prices. At the highest level there are two main types: Systemic (market) risk: the broad forces that affect nearly"
X Link @InvestingVisual 2025-10-08T12:25Z 88.8K followers, 30.1K engagements
/creator/twitter::InvestingVisual