[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 major tech companies have recently announced significant deals and posted strong earnings, driving attention to the AI and tech sectors. Notably, Amazon and OpenAI have formed a multi-year partnership, while companies like Palantir, Duolingo, and Shopify have reported impressive quarterly results. The demand for AI infrastructure and related services continues to surge, benefiting companies like Nvidia, AMD, and cloud service providers. ### Engagements: XXXXXX [#](/creator/twitter::1654481430636838914/interactions)  - X Week XXXXXXX -XX% - X Month XXXXXXXXX +20% - X Months XXXXXXXXXX +12% - X Year XXXXXXXXXX +340% ### Mentions: XX [#](/creator/twitter::1654481430636838914/posts_active)  - X Week XXX -XX% - X Month XXX -XXXX% - X Months XXXXX +29% - X Year XXXXX +197% ### Followers: XXXXXX [#](/creator/twitter::1654481430636838914/followers)  - X Week XXXXXX +0.77% - X Month XXXXXX +4.50% - X Months XXXXXX +38% - X Year XXXXXX +153% ### CreatorRank: XXXXXXX [#](/creator/twitter::1654481430636838914/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) #2641 [stocks](/list/stocks) #3869 [technology brands](/list/technology-brands) XXXXX% [automotive brands](/list/automotive-brands) XXXX% [cryptocurrencies](/list/cryptocurrencies) #723 [social networks](/list/social-networks) XXXX% **Social topic influence** [$googl](/topic/$googl) #2092, [$nvda](/topic/$nvda) #571, [ai](/topic/ai) 7.97%, [$amzn](/topic/$amzn) #7, [$meta](/topic/$meta) #38, [meta](/topic/meta) 7.25%, [$rbrk](/topic/$rbrk) #2, [business](/topic/business) #1413, [$pltr](/topic/$pltr) #51, [$msft](/topic/$msft) #40 **Top accounts mentioned or mentioned by** [@tacticzh](/creator/undefined) [@kaizeninvestor](/creator/undefined) [@kaizen_investor](/creator/undefined) [@caesarcapitalz](/creator/undefined) [@grok](/creator/undefined) [@hatedmoats](/creator/undefined) [@lazaroinvestor](/creator/undefined) [@stockpulsenow](/creator/undefined) [@william_r2rclub](/creator/undefined) [@teechongyen](/creator/undefined) [@jack64128896](/creator/undefined) [@pavelbisse](/creator/undefined) [@srichgetsrich](/creator/undefined) [@sojustfollowme](/creator/undefined) [@investurcoffee](/creator/undefined) [@thestocksking](/creator/undefined) [@kua62888](/creator/undefined) [@balder13946731](/creator/undefined) [@shh12121222](/creator/undefined) [@beardedinvestor](/creator/undefined) **Top assets mentioned** [Alphabet Inc Class A (GOOGL)](/topic/$googl) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Metadium (META)](/topic/$meta) [Rubrik, Inc. (RBRK)](/topic/$rbrk) [Palantir (PLTR)](/topic/$pltr) [Microsoft Corp. (MSFT)](/topic/$msft) [Tesla, Inc. (TSLA)](/topic/$tsla) [Advanced Micro Devices (AMD)](/topic/$amd) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Cloudflare, Inc. (NET)](/topic/$net) [Crowdstrike Holdings Inc (CRWD)](/topic/$crwd) [IREN Limited (IREN)](/topic/$iren) [Duolingo, Inc. Class A Common Stock (DUOL)](/topic/$duol) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Shopify Inc (SHOP)](/topic/$shop) [Tempus AI, Inc. Class A Common Stock (TEM)](/topic/$tem) [Axon Enterprise, Inc. (AXON)](/topic/$axon) [Now Coin (NOW)](/topic/$now) [Apple, Inc. (AAPL)](/topic/$aapl) [Cream (CRM)](/topic/$crm) [GitLab Inc. Class A Common Stock (GTLB)](/topic/$gtlb) [Spacemesh (SMH)](/topic/$smh) [Grab Holdings Limited Class A Ordinary Shares (GRAB)](/topic/$grab) [Netflix Inc (NFLX)](/topic/$nflx) [Oracle Corporation (ORCL)](/topic/$orcl) [CoreWeave, Inc. (CRWV)](/topic/$crwv) [Astera Labs, Inc. Common Stock (ALAB)](/topic/$alab) [Arista Networks Inc (ANET)](/topic/$anet) [Intel Corporation (INTC)](/topic/$intc) [Alibaba Group (BABA)](/topic/$baba) [Datadog Inc (DDOG)](/topic/$ddog) [Atlassian Corporation PLC (TEAM)](/topic/$team) [MercadoLibre Inc (MELI)](/topic/$meli) [Novo-Nordisk (NVO)](/topic/$nvo) [Trade Desk, Inc. (TTD)](/topic/$ttd) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Micron Technology, Inc. (MU)](/topic/$mu) [Marvell Technology Inc (MRVL)](/topic/$mrvl) [Morgan Stanley (MS)](/topic/morgan-stanley) [Oklo Inc. (OKLO)](/topic/$oklo) [Eos Energy Enterprises, Inc. (EOSE)](/topic/$eose) [Nxt (NXT)](/topic/$nxt) [Centrus Energy Corp. (LEU)](/topic/$leu) [Sei (SEI)](/topic/$sei) [Constellation Energy Corp (CEG)](/topic/$ceg) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [Intuitive Surgical, Inc. (ISRG)](/topic/$isrg) [Palo Alto Networks Inc (PANW)](/topic/$panw) ### Top Social Posts Top posts by engagements in the last XX hours "$ASML: the king of tech & one of the most important businesses on earth 👇" [X Link](https://x.com/InvestingVisual/status/1995125092531978677) 2025-11-30T13:37Z 96.9K followers, 20.2K engagements "MAG7 ranked by past XX year performance: X $NVDA +21738% X $AVGO +2577% X $AAPL +913% X $MSFT +778% X $GOOGL +716% X $AMZN +598% X $META +508%" [X Link](https://x.com/InvestingVisual/status/1995949098244166003) 2025-12-02T20:12Z 96.9K followers, 29.2K engagements "Presenting you my first deep dive covering $RBRK: Founder led Mission-critical Growing over XX% Named 6x data protection leader This is the story of a business that evolved from simple backups to an industry-leading cyber resilience platform. Lets dive in (25 min. read) 🧵👇" [X Link](https://x.com/InvestingVisual/status/1982449952266621332) 2025-10-26T14:11Z 96.9K followers, 349.3K engagements "$GOOGL vs $NVDA and $TSM be like:" [X Link](https://x.com/InvestingVisual/status/1993689952241250807) 2025-11-26T14:35Z 96.9K followers, 78.2K engagements "$NVDA vs $AMD: updated side-by-side now both have reported Q3 earnings. Key take-away: there's enough demand for both to do very well in the era of AI" [X Link](https://x.com/InvestingVisual/status/1994126327495131417) 2025-11-27T19:29Z 96.9K followers, 53.4K 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 - $NET X - $CRWD" [X Link](https://x.com/InvestingVisual/status/1994411364027084939) 2025-11-28T14:21Z 96.9K followers, 63.7K engagements "$AMZN casually generated $XXX BILLION revenue in Q3. That is roughly $X billion revenue every single day" [X Link](https://x.com/InvestingVisual/status/1994862939191611452) 2025-11-29T20:16Z 96.9K followers, 45.7K engagements "The $SMH semiconductor ETF is one of the best performing ETFs of the past XX years. Ranked from best to worst years: 🟢2023: XX% 🟢2019: XX% 🟢2020: XX% 🟢2025: XX% (YTD) 🟢2024: XX% 🟢2021: XX% 🟢2016: XX% 🟢2017: XX% 🔴2018: -XX% 🔴2022: -34%" [X Link](https://x.com/InvestingVisual/status/1997294619307217317) 2025-12-06T13:18Z 96.9K followers, 12.1K engagements "David vs. Goliath: an overview of how $UBER and $GRAB stack up against each other👇" [X Link](https://x.com/InvestingVisual/status/1895796910742466577) 2025-03-01T11:23Z 96.8K followers, 50.8K 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) 2025-10-10T13:20Z 96.8K followers, 39.7K engagements "How $PLTR makes money 🫰" [X Link](https://x.com/InvestingVisual/status/1992231599551947057) 2025-11-22T14:00Z 96.8K followers, 49K engagements "$RBRK: a compelling cybersecurity play: 🔹 Founder led 🔹 Retention rate of XXX% 🔹 Mission critical product suite 🔹 Stock is down XX% from its XX week high" [X Link](https://x.com/InvestingVisual/status/1993402760570753380) 2025-11-25T19:33Z 96.8K followers, 29.1K engagements "Just a reminder: there is enough CapEx for $NVDA $AMD $GOOGL and many other chip players to do extremely well. It is not a winner take all market" [X Link](https://x.com/InvestingVisual/status/1993413684245229916) 2025-11-25T20:17Z 96.8K followers, 15.3K engagements "A reminder why staying invested matters more than timing" [X Link](https://x.com/InvestingVisual/status/1993755886804734249) 2025-11-26T18:57Z 96.8K followers, 22.5K engagements "We all have this one stock. For me it is $TSLA. I bought it back in 2019 and sold it for a XXX% gain thinking I was a genius only for the stock to 25x after that 🥲 Which sell decision still haunts you" [X Link](https://x.com/InvestingVisual/status/1994091095823687817) 2025-11-27T17:09Z 96.8K followers, 25.5K engagements "@HatedMoats Haha I saw some DJI mini X pro reviews the other day seem like a great drone Thx man. What would you consider one of your best shots so far Im currently using the DJI mini X but outdated but that good enough for now" [X Link](https://x.com/InvestingVisual/status/1996116002002927944) 2025-12-03T07:15Z 96.8K followers, XXX engagements "@Balder13946731 Historic valuation. $GOOGL is now about twice as expensive compared to a few months back and trading well above peers like $AMZN and $META" [X Link](https://x.com/InvestingVisual/status/1996675605572599925) 2025-12-04T20:18Z 96.8K followers, XXX engagements "@jiahanjimliu It goes to show the $NBIS is more than a bare metal provider. High regarded brands like $SHOP or using them to train LLM's which is testament to the high quality software stack they are building" [X Link](https://x.com/InvestingVisual/status/1996675956526755950) 2025-12-04T20:20Z 96.8K followers, XXX engagements "@shh12121222 The market will always grant you great opportunities to enter. I personally believe $RBRK is still reasonably valued even if itll pop +15% or more" [X Link](https://x.com/InvestingVisual/status/1996878755403649110) 2025-12-05T09:46Z 96.8K followers, XXX engagements "@TacticzH Good guy $NFLX Looking forward to binge watch Harry Potter 🪄" [X Link](https://x.com/InvestingVisual/status/1996932000721301840) 2025-12-05T13:17Z 96.8K followers, 3895 engagements "How $GRAB (does not yet) make money🫰" [X Link](https://x.com/InvestingVisual/status/1893284859033932192) 2025-02-22T13:01Z 96.9K followers, 38.3K 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) 2025-09-29T13:23Z 96.9K followers, 45.2K engagements "13.2/20 Revenue and free cash flow growth $RBRK's revenue is driven by subscriptions (96%) which are typically XX year terms and are invoiced upfront or periodically creating a backlog of predictable revenue streams. Total revenue grew from $150M in Q1 2022 to $299M in Q2 2025. In $RBRK's latest quarter (Q2 2025) revenue grew XX% YoY which is their fastest growth to date. More on whats driving this growth in paragraph XXXX ARR growth over time. Free cash flow grew from -$20M in Q1 2022 to $20M in Q2 2025 and now had four consecutive quarters of positive free cash flow" [X Link](https://x.com/InvestingVisual/status/1982450017806795220) 2025-10-26T14:11Z 96.9K followers, 2885 engagements "The five layers of AI and those best positioned to benefit: X - Application: $PLTR $NOW $CRM $NET $CRWD $TEM $SHOP $TSLA 2- Models: $MSFT $GOOGL $AMZN $META $BABA $NVDA X - Infrastructure: $NBIS $IREN $CRWV $ORCL $ALAB $ANET & hyperscalers X - GPU: $NVDA $AMD $INTC $TSM $AVGO $ARM $ASML X - Energy: $OKLO $EOSE $CEG $NXT $LEU $SEI This is my personal take on who I believe is best positioned. Any names youd add or remove" [X Link](https://x.com/InvestingVisual/status/1983266753841971371) 2025-10-28T20:16Z 96.9K followers, 278.5K engagements "OpenAI reportedly plans a potential $X TRILLION IPO in 2027. For their sake I hope they still have some market share left by then. $GOOGL and Anthropic are eating their lunch 👇" [X Link](https://x.com/InvestingVisual/status/1983946965994848732) 2025-10-30T17:19Z 96.9K followers, 98.3K engagements "AI demand is through the roof. Those best positioned to benefit: X - Application: $TSLA $SHOP $DUOL $AXON $DDOG $TEAM $GTLB X - Software platforms: $PLTR $NOW $CRM $RBRK $NET $CRWD $TEM X - AI Models: $MSFT $GOOGL $AMZN $META $BABA $NVDA OpenAI Anthropic X - Data Centers: $NBIS $IREN $CRWV $ORCL $CIFR $ALAB $ANET X - Chips: $NVDA $AMD $INTC $TSM $AVGO $ARM $ASML X - Power: $OKLO $EOSE $CEG $NXT $LEU $SEI This is my personal take on who I believe is best positioned. Did I miss important names" [X Link](https://x.com/InvestingVisual/status/1985371443471774035) 2025-11-03T15:40Z 96.9K followers, 106.9K engagements "Which stock do you believe is a great buy right now" [X Link](https://x.com/InvestingVisual/status/1990513860324020354) 2025-11-17T20:14Z 96.9K followers, 14.5K engagements "MAG7 ranked by YTD performance: X $GOOGL +52% X $AVGO +47% X $NVDA +32% X $MSFT +18% X $AAPL +10% X $AMZN +2 X $META flat" [X Link](https://x.com/InvestingVisual/status/1990889358740615174) 2025-11-18T21:06Z 96.9K followers, 266.4K engagements "$DUOL: too cheap to ignore 🔹Revenue up XX% 🔹Rule of XX score of XX 🔹Strong and proven management team 🔹Sentiment is at an all time low right now If $DUOL executes in the quarters ahead I can see a meaningful re rating from these levels" [X Link](https://x.com/InvestingVisual/status/1992582656018841658) 2025-11-23T13:15Z 96.9K followers, 35.3K engagements "How would you split $100000 between $AMZN & $MELI" [X Link](https://x.com/InvestingVisual/status/1992652868411859264) 2025-11-23T17:54Z 96.9K followers, 61.4K engagements "Widest moats in tech: Elite: $ASML $MSFT $AMZN $NVDA Extremely wide: $AAPL $GOOGL $META $TSM Very wide: $PLTR $TSLA $ISRG $AXON" [X Link](https://x.com/InvestingVisual/status/1992994119329673623) 2025-11-24T16:30Z 96.9K followers, 27.7K engagements "Amazon $AMZN is investing up to $50B to expand AI and supercomputing infrastructure for US government agencies. It goes to show the AI boom is not slowing down any time soon. The X layers powering this tech revolution: X - Application: $TSLA $SHOP $DUOL $AXON $DDOG $TEAM $GTLB X - Software platforms: $PLTR $NOW $CRM $RBRK $PANW $NET $CRWD $TEM X - AI Models: $MSFT $GOOGL $AMZN $META $BABA $NVDA OpenAI Anthropic X - Data Centers: $NBIS $IREN $CRWV $ORCL $CIFR $ALAB $ANET X - Chips: $NVDA $AMD $INTC $TSM $AVGO $ARM $ASML X - Power: $GEV $BE $EOSE $CEG $NXT $LEU $SEI" [X Link](https://x.com/InvestingVisual/status/1993039729953325376) 2025-11-24T19:31Z 96.9K followers, 17.1K engagements "$GOOGL storytime: 2020 $88: Boring ad stock 2021 $145: Underrated compounder 2022 $101: TikTok will kill Search 2023 $133: Quietly crushing it 2024 $172: Gemini who March 2025 $156: Search is dead. AI will kill it. TPU Never heard of it. Today $323: Geminiii best thing ever. TPU will toast $NVDA. Lets fking goooo Never change market. Never change" [X Link](https://x.com/InvestingVisual/status/1993718138521718859) 2025-11-26T16:27Z 96.8K followers, 131.2K engagements "$MELI: what 20+ quarters of XX% revenue growth looks like:" [X Link](https://x.com/InvestingVisual/status/1994450715025314241) 2025-11-28T16:58Z 96.9K followers, 15.3K engagements "Pick your fighter: $GOOGL or $META" [X Link](https://x.com/InvestingVisual/status/1994783407411237066) 2025-11-29T15:00Z 96.9K followers, 38.1K engagements "Should I do a side-by-side of $NVDA vs $GOOGL just for the fun of it Feel free to drop other ideas as well👌" [X Link](https://x.com/InvestingVisual/status/1994874493983232189) 2025-11-29T21:01Z 96.8K followers, 23.9K engagements "$NBIS: A two-sides business. Im seeing a lot of debate right now focused around $NBIS and $IREN. Here's my take as a $NBIS investor ( X min. read) 📜👇 In short: $NBIS is running two synchronized timelines: Today (2025 2031+): bare metal infrastructure as a funding machine Tomorrow (2026+): $NBIS aims to be the primary PaaS (Platform-as-a-Service) for the enterprise AI market. The hardware profits are simply the fuel to build the software moat. Lets break it down in detail. Is $NBIS a bare-metal player The recent mega-deals with $MSFT ($17.4B) and $META ($3B) are the headlines for $NBIS." [X Link](https://x.com/InvestingVisual/status/1995531393544200491) 2025-12-01T16:32Z 96.9K followers, 48.3K engagements "$NBIS: A three phased approach. Phase 1: infra build out creating a funding machine Phase 2: software build out & developer ecosystem Phase 3: full stack AI platform" [X Link](https://x.com/InvestingVisual/status/1995882054437728519) 2025-12-02T15:45Z 96.9K followers, 28.6K engagements "$GOOGL: A great business but expensive🫰" [X Link](https://x.com/InvestingVisual/status/1995939021894140223) 2025-12-02T19:32Z 96.9K followers, 31K engagements "$GTLB: strong Q3 with a double beat Revenue $244.3M vs $239.3M Est. EPS $XXXX vs $XXXX Est. FY26 Guidance: Revenue: $1.006B-1.008B vs Est: $1.004B" [X Link](https://x.com/InvestingVisual/status/1995964359487750204) 2025-12-02T21:12Z 96.9K followers, 33.9K engagements "$CRWD: Strong Q3 with a double beat Revenue: $1.23B vs $1.22B Est. EPS: $XXXX vs $XXXX Est. FCF $296M vs $276M Est. ARR $4.92B (+23% YoY) FY26 Outlook Revenue $4.81B vs $4.79B Est. EPS $XXXX vs $XXXX Est" [X Link](https://x.com/InvestingVisual/status/1995965941470171470) 2025-12-02T21:18Z 96.9K followers, 12.3K engagements "$GOOGL is now trading at their highest free cash flow multiple in a decade" [X Link](https://x.com/InvestingVisual/status/1996224150906544277) 2025-12-03T14:25Z 96.9K followers, 58.8K engagements "Three broken stocks: $TTD: down🔻71% from 52-week high. $DUOL: down🔻66% from 52-week high. $NVO: down🔻52% from 52-week high" [X Link](https://x.com/InvestingVisual/status/1996248066228375643) 2025-12-03T16:00Z 96.9K followers, 30.1K engagements "@Dividend_Learn Not all: I significantly added to $DUOL on the way down and nibbled a bit at $TTD. Im not into healthcare stocks so Im not buying $NVO though I do believe the stock is disconnected from their fundamentals right now" [X Link](https://x.com/InvestingVisual/status/1996576486472479156) 2025-12-04T13:45Z 96.8K followers, XXX engagements "$META is up over X% after Zuck said the company is looking at cutting Metaverse (Reality Labs) efforts by up to 30%. Revenue from Reality Labs is currently around X% of total revenue" [X Link](https://x.com/InvestingVisual/status/1996592608638795908) 2025-12-04T14:49Z 96.9K followers, 16.6K engagements "$META has: XXX BILLION active users Revenue growth of XX% Return on equity of XX% A wonderful business and reasonably priced" [X Link](https://x.com/InvestingVisual/status/1996661883664060659) 2025-12-04T19:24Z 96.9K followers, 24.5K engagements "JUST IN: $NFLX to acquire Warner Bros. for a total deal value of $XXXX Billion. The acquisition includes its film and television studios HBO Max and HBO" [X Link](https://x.com/InvestingVisual/status/1996920178152771762) 2025-12-05T12:30Z 96.9K followers, 295.2K engagements "$GOOGL vs $META" [X Link](https://x.com/InvestingVisual/status/1996944774428049895) 2025-12-05T14:08Z 96.9K followers, 19K engagements "$RBRK is up +20% today on a great quarter. If you're not yet familiar with $RBRK I highly recommend looking into them. Here's why: $RBRK sits in a spot that is getting more important by the day. Modern companies run on data rely on security and are racing to adopt AI. Most vendors live in one of those lanes. $RBRK lives where they overlap and that intersection is becoming "prime real estate". On the data front $RBRK makes sure information stays clean available and recoverable so the business can keep moving. On the security side their zero trust approach protects data as if every request" [X Link](https://x.com/InvestingVisual/status/1996975351281734077) 2025-12-05T16:10Z 96.9K followers, 27.9K engagements "If you want exposure to semis but dont want to pick individual stocks $SMH is worth a look. Its one of the best-performing ETFs and up XXX% over the past X years" [X Link](https://x.com/InvestingVisual/status/1997667662822768908) 2025-12-07T14:01Z 96.9K followers, 25.1K engagements "$AMZN AWS is a $XXX BILLION business yet only XX% of $AMZN total revenue 🤯" [X Link](https://x.com/InvestingVisual/status/1997758259722113292) 2025-12-07T20:01Z 96.9K followers, 33.5K engagements "$NVDA: $500B in bookings for Blackwell and Rubin chips over the next X quarters. Thats 3x their current annual revenue. My goodness🤯" [X Link](https://x.com/InvestingVisual/status/1983252564586971416) 2025-10-28T19:20Z 96.9K followers, 351.9K engagements "$NVDA returns since 2000 ranked from worst to best years: 🔴2002: -XX% 🔴2008: -XX% 🔴2022: -XX% 🔴2018: -XX% 🔴2010: -XX% 🔴2012: -XX% 🔴2011: -XX% 🟢2004: X% 🟢2014: XX% 🟢2013: XX% 🟢2025: XX% (YTD) 🟢2007: XX% 🟢2000: XX% 🟢2005: XX% 🟢2015: XX% 🟢2019: XX% 🟢2017: XX% 🟢2003: XXX% 🟢2006: XXX% 🟢2020: XXX% 🟢2021: XXX% 🟢2009: XXX% 🟢2024: XXX% 🟢2016: XXX% 🟢2023: XXX% 🟢2001: 308%" [X Link](https://x.com/InvestingVisual/status/1994481669383041354) 2025-11-28T19:01Z 96.9K followers, 314.9K engagements "Best performing AI stocks this year: 🥇 $IREN +357% 🥈 $NBIS +210% 🥉 $PLTR +124%" [X Link](https://x.com/InvestingVisual/status/1995225601037541490) 2025-11-30T20:17Z 96.9K followers, 37.7K engagements "Pick your favorite: David $AMD or Goliath $NVDA 👇" [X Link](https://x.com/InvestingVisual/status/1995566820271800724) 2025-12-01T18:53Z 96.9K followers, 22.3K engagements "$RBRK is reporting earnings after the bell tomorrow: Est. revenue: $XXX (+36%) Est. earnings per share: $-XXXX Here's the business at a glance👇" [X Link](https://x.com/InvestingVisual/status/1996297886611751269) 2025-12-03T19:18Z 96.9K followers, 19.8K engagements "JUST IN: $IBM to acquire $CFLT in a $11B all cash deal to Create a Smart Data Platform for Enterprise Generative AI $CFLT is up +26% on the news" [X Link](https://x.com/InvestingVisual/status/1998017925802824020) 2025-12-08T13:12Z 96.9K followers, 2987 engagements
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@InvestingVisual Investing visualsSeveral major tech companies have recently announced significant deals and posted strong earnings, driving attention to the AI and tech sectors. Notably, Amazon and OpenAI have formed a multi-year partnership, while companies like Palantir, Duolingo, and Shopify have reported impressive quarterly results. The demand for AI infrastructure and related services continues to surge, benefiting companies like Nvidia, AMD, and cloud service providers.
Social category influence finance #2641 stocks #3869 technology brands XXXXX% automotive brands XXXX% cryptocurrencies #723 social networks XXXX%
Social topic influence $googl #2092, $nvda #571, ai 7.97%, $amzn #7, $meta #38, meta 7.25%, $rbrk #2, business #1413, $pltr #51, $msft #40
Top accounts mentioned or mentioned by @tacticzh @kaizeninvestor @kaizen_investor @caesarcapitalz @grok @hatedmoats @lazaroinvestor @stockpulsenow @william_r2rclub @teechongyen @jack64128896 @pavelbisse @srichgetsrich @sojustfollowme @investurcoffee @thestocksking @kua62888 @balder13946731 @shh12121222 @beardedinvestor
Top assets mentioned Alphabet Inc Class A (GOOGL) NVIDIA Corp. (NVDA) Amazon.com, Inc. (AMZN) Metadium (META) Rubrik, Inc. (RBRK) Palantir (PLTR) Microsoft Corp. (MSFT) Tesla, Inc. (TSLA) Advanced Micro Devices (AMD) Nebius Group N.V. Class A Ordinary Shares (NBIS) Cloudflare, Inc. (NET) Crowdstrike Holdings Inc (CRWD) IREN Limited (IREN) Duolingo, Inc. Class A Common Stock (DUOL) Broadcom, Inc. (AVGO) Taiwan Semiconductor (TSM) Shopify Inc (SHOP) Tempus AI, Inc. Class A Common Stock (TEM) Axon Enterprise, Inc. (AXON) Now Coin (NOW) Apple, Inc. (AAPL) Cream (CRM) GitLab Inc. Class A Common Stock (GTLB) Spacemesh (SMH) Grab Holdings Limited Class A Ordinary Shares (GRAB) Netflix Inc (NFLX) Oracle Corporation (ORCL) CoreWeave, Inc. (CRWV) Astera Labs, Inc. Common Stock (ALAB) Arista Networks Inc (ANET) Intel Corporation (INTC) Alibaba Group (BABA) Datadog Inc (DDOG) Atlassian Corporation PLC (TEAM) MercadoLibre Inc (MELI) Novo-Nordisk (NVO) Trade Desk, Inc. (TTD) Uber Technologies, Inc. (UBER) Micron Technology, Inc. (MU) Marvell Technology Inc (MRVL) Morgan Stanley (MS) Oklo Inc. (OKLO) Eos Energy Enterprises, Inc. (EOSE) Nxt (NXT) Centrus Energy Corp. (LEU) Sei (SEI) Constellation Energy Corp (CEG) Cipher Mining Inc. Common Stock (CIFR) Intuitive Surgical, Inc. (ISRG) Palo Alto Networks Inc (PANW)
Top posts by engagements in the last XX hours
"$ASML: the king of tech & one of the most important businesses on earth 👇"
X Link 2025-11-30T13:37Z 96.9K followers, 20.2K engagements
"MAG7 ranked by past XX year performance: X $NVDA +21738% X $AVGO +2577% X $AAPL +913% X $MSFT +778% X $GOOGL +716% X $AMZN +598% X $META +508%"
X Link 2025-12-02T20:12Z 96.9K followers, 29.2K engagements
"Presenting you my first deep dive covering $RBRK: Founder led Mission-critical Growing over XX% Named 6x data protection leader This is the story of a business that evolved from simple backups to an industry-leading cyber resilience platform. Lets dive in (25 min. read) 🧵👇"
X Link 2025-10-26T14:11Z 96.9K followers, 349.3K engagements
"$GOOGL vs $NVDA and $TSM be like:"
X Link 2025-11-26T14:35Z 96.9K followers, 78.2K engagements
"$NVDA vs $AMD: updated side-by-side now both have reported Q3 earnings. Key take-away: there's enough demand for both to do very well in the era of AI"
X Link 2025-11-27T19:29Z 96.9K followers, 53.4K 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 - $NET X - $CRWD"
X Link 2025-11-28T14:21Z 96.9K followers, 63.7K engagements
"$AMZN casually generated $XXX BILLION revenue in Q3. That is roughly $X billion revenue every single day"
X Link 2025-11-29T20:16Z 96.9K followers, 45.7K engagements
"The $SMH semiconductor ETF is one of the best performing ETFs of the past XX years. Ranked from best to worst years: 🟢2023: XX% 🟢2019: XX% 🟢2020: XX% 🟢2025: XX% (YTD) 🟢2024: XX% 🟢2021: XX% 🟢2016: XX% 🟢2017: XX% 🔴2018: -XX% 🔴2022: -34%"
X Link 2025-12-06T13:18Z 96.9K followers, 12.1K engagements
"David vs. Goliath: an overview of how $UBER and $GRAB stack up against each other👇"
X Link 2025-03-01T11:23Z 96.8K followers, 50.8K 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 2025-10-10T13:20Z 96.8K followers, 39.7K engagements
"How $PLTR makes money 🫰"
X Link 2025-11-22T14:00Z 96.8K followers, 49K engagements
"$RBRK: a compelling cybersecurity play: 🔹 Founder led 🔹 Retention rate of XXX% 🔹 Mission critical product suite 🔹 Stock is down XX% from its XX week high"
X Link 2025-11-25T19:33Z 96.8K followers, 29.1K engagements
"Just a reminder: there is enough CapEx for $NVDA $AMD $GOOGL and many other chip players to do extremely well. It is not a winner take all market"
X Link 2025-11-25T20:17Z 96.8K followers, 15.3K engagements
"A reminder why staying invested matters more than timing"
X Link 2025-11-26T18:57Z 96.8K followers, 22.5K engagements
"We all have this one stock. For me it is $TSLA. I bought it back in 2019 and sold it for a XXX% gain thinking I was a genius only for the stock to 25x after that 🥲 Which sell decision still haunts you"
X Link 2025-11-27T17:09Z 96.8K followers, 25.5K engagements
"@HatedMoats Haha I saw some DJI mini X pro reviews the other day seem like a great drone Thx man. What would you consider one of your best shots so far Im currently using the DJI mini X but outdated but that good enough for now"
X Link 2025-12-03T07:15Z 96.8K followers, XXX engagements
"@Balder13946731 Historic valuation. $GOOGL is now about twice as expensive compared to a few months back and trading well above peers like $AMZN and $META"
X Link 2025-12-04T20:18Z 96.8K followers, XXX engagements
"@jiahanjimliu It goes to show the $NBIS is more than a bare metal provider. High regarded brands like $SHOP or using them to train LLM's which is testament to the high quality software stack they are building"
X Link 2025-12-04T20:20Z 96.8K followers, XXX engagements
"@shh12121222 The market will always grant you great opportunities to enter. I personally believe $RBRK is still reasonably valued even if itll pop +15% or more"
X Link 2025-12-05T09:46Z 96.8K followers, XXX engagements
"@TacticzH Good guy $NFLX Looking forward to binge watch Harry Potter 🪄"
X Link 2025-12-05T13:17Z 96.8K followers, 3895 engagements
"How $GRAB (does not yet) make money🫰"
X Link 2025-02-22T13:01Z 96.9K followers, 38.3K 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 2025-09-29T13:23Z 96.9K followers, 45.2K engagements
"13.2/20 Revenue and free cash flow growth $RBRK's revenue is driven by subscriptions (96%) which are typically XX year terms and are invoiced upfront or periodically creating a backlog of predictable revenue streams. Total revenue grew from $150M in Q1 2022 to $299M in Q2 2025. In $RBRK's latest quarter (Q2 2025) revenue grew XX% YoY which is their fastest growth to date. More on whats driving this growth in paragraph XXXX ARR growth over time. Free cash flow grew from -$20M in Q1 2022 to $20M in Q2 2025 and now had four consecutive quarters of positive free cash flow"
X Link 2025-10-26T14:11Z 96.9K followers, 2885 engagements
"The five layers of AI and those best positioned to benefit: X - Application: $PLTR $NOW $CRM $NET $CRWD $TEM $SHOP $TSLA 2- Models: $MSFT $GOOGL $AMZN $META $BABA $NVDA X - Infrastructure: $NBIS $IREN $CRWV $ORCL $ALAB $ANET & hyperscalers X - GPU: $NVDA $AMD $INTC $TSM $AVGO $ARM $ASML X - Energy: $OKLO $EOSE $CEG $NXT $LEU $SEI This is my personal take on who I believe is best positioned. Any names youd add or remove"
X Link 2025-10-28T20:16Z 96.9K followers, 278.5K engagements
"OpenAI reportedly plans a potential $X TRILLION IPO in 2027. For their sake I hope they still have some market share left by then. $GOOGL and Anthropic are eating their lunch 👇"
X Link 2025-10-30T17:19Z 96.9K followers, 98.3K engagements
"AI demand is through the roof. Those best positioned to benefit: X - Application: $TSLA $SHOP $DUOL $AXON $DDOG $TEAM $GTLB X - Software platforms: $PLTR $NOW $CRM $RBRK $NET $CRWD $TEM X - AI Models: $MSFT $GOOGL $AMZN $META $BABA $NVDA OpenAI Anthropic X - Data Centers: $NBIS $IREN $CRWV $ORCL $CIFR $ALAB $ANET X - Chips: $NVDA $AMD $INTC $TSM $AVGO $ARM $ASML X - Power: $OKLO $EOSE $CEG $NXT $LEU $SEI This is my personal take on who I believe is best positioned. Did I miss important names"
X Link 2025-11-03T15:40Z 96.9K followers, 106.9K engagements
"Which stock do you believe is a great buy right now"
X Link 2025-11-17T20:14Z 96.9K followers, 14.5K engagements
"MAG7 ranked by YTD performance: X $GOOGL +52% X $AVGO +47% X $NVDA +32% X $MSFT +18% X $AAPL +10% X $AMZN +2 X $META flat"
X Link 2025-11-18T21:06Z 96.9K followers, 266.4K engagements
"$DUOL: too cheap to ignore 🔹Revenue up XX% 🔹Rule of XX score of XX 🔹Strong and proven management team 🔹Sentiment is at an all time low right now If $DUOL executes in the quarters ahead I can see a meaningful re rating from these levels"
X Link 2025-11-23T13:15Z 96.9K followers, 35.3K engagements
"How would you split $100000 between $AMZN & $MELI"
X Link 2025-11-23T17:54Z 96.9K followers, 61.4K engagements
"Widest moats in tech: Elite: $ASML $MSFT $AMZN $NVDA Extremely wide: $AAPL $GOOGL $META $TSM Very wide: $PLTR $TSLA $ISRG $AXON"
X Link 2025-11-24T16:30Z 96.9K followers, 27.7K engagements
"Amazon $AMZN is investing up to $50B to expand AI and supercomputing infrastructure for US government agencies. It goes to show the AI boom is not slowing down any time soon. The X layers powering this tech revolution: X - Application: $TSLA $SHOP $DUOL $AXON $DDOG $TEAM $GTLB X - Software platforms: $PLTR $NOW $CRM $RBRK $PANW $NET $CRWD $TEM X - AI Models: $MSFT $GOOGL $AMZN $META $BABA $NVDA OpenAI Anthropic X - Data Centers: $NBIS $IREN $CRWV $ORCL $CIFR $ALAB $ANET X - Chips: $NVDA $AMD $INTC $TSM $AVGO $ARM $ASML X - Power: $GEV $BE $EOSE $CEG $NXT $LEU $SEI"
X Link 2025-11-24T19:31Z 96.9K followers, 17.1K engagements
"$GOOGL storytime: 2020 $88: Boring ad stock 2021 $145: Underrated compounder 2022 $101: TikTok will kill Search 2023 $133: Quietly crushing it 2024 $172: Gemini who March 2025 $156: Search is dead. AI will kill it. TPU Never heard of it. Today $323: Geminiii best thing ever. TPU will toast $NVDA. Lets fking goooo Never change market. Never change"
X Link 2025-11-26T16:27Z 96.8K followers, 131.2K engagements
"$MELI: what 20+ quarters of XX% revenue growth looks like:"
X Link 2025-11-28T16:58Z 96.9K followers, 15.3K engagements
"Pick your fighter: $GOOGL or $META"
X Link 2025-11-29T15:00Z 96.9K followers, 38.1K engagements
"Should I do a side-by-side of $NVDA vs $GOOGL just for the fun of it Feel free to drop other ideas as well👌"
X Link 2025-11-29T21:01Z 96.8K followers, 23.9K engagements
"$NBIS: A two-sides business. Im seeing a lot of debate right now focused around $NBIS and $IREN. Here's my take as a $NBIS investor ( X min. read) 📜👇 In short: $NBIS is running two synchronized timelines: Today (2025 2031+): bare metal infrastructure as a funding machine Tomorrow (2026+): $NBIS aims to be the primary PaaS (Platform-as-a-Service) for the enterprise AI market. The hardware profits are simply the fuel to build the software moat. Lets break it down in detail. Is $NBIS a bare-metal player The recent mega-deals with $MSFT ($17.4B) and $META ($3B) are the headlines for $NBIS."
X Link 2025-12-01T16:32Z 96.9K followers, 48.3K engagements
"$NBIS: A three phased approach. Phase 1: infra build out creating a funding machine Phase 2: software build out & developer ecosystem Phase 3: full stack AI platform"
X Link 2025-12-02T15:45Z 96.9K followers, 28.6K engagements
"$GOOGL: A great business but expensive🫰"
X Link 2025-12-02T19:32Z 96.9K followers, 31K engagements
"$GTLB: strong Q3 with a double beat Revenue $244.3M vs $239.3M Est. EPS $XXXX vs $XXXX Est. FY26 Guidance: Revenue: $1.006B-1.008B vs Est: $1.004B"
X Link 2025-12-02T21:12Z 96.9K followers, 33.9K engagements
"$CRWD: Strong Q3 with a double beat Revenue: $1.23B vs $1.22B Est. EPS: $XXXX vs $XXXX Est. FCF $296M vs $276M Est. ARR $4.92B (+23% YoY) FY26 Outlook Revenue $4.81B vs $4.79B Est. EPS $XXXX vs $XXXX Est"
X Link 2025-12-02T21:18Z 96.9K followers, 12.3K engagements
"$GOOGL is now trading at their highest free cash flow multiple in a decade"
X Link 2025-12-03T14:25Z 96.9K followers, 58.8K engagements
"Three broken stocks: $TTD: down🔻71% from 52-week high. $DUOL: down🔻66% from 52-week high. $NVO: down🔻52% from 52-week high"
X Link 2025-12-03T16:00Z 96.9K followers, 30.1K engagements
"@Dividend_Learn Not all: I significantly added to $DUOL on the way down and nibbled a bit at $TTD. Im not into healthcare stocks so Im not buying $NVO though I do believe the stock is disconnected from their fundamentals right now"
X Link 2025-12-04T13:45Z 96.8K followers, XXX engagements
"$META is up over X% after Zuck said the company is looking at cutting Metaverse (Reality Labs) efforts by up to 30%. Revenue from Reality Labs is currently around X% of total revenue"
X Link 2025-12-04T14:49Z 96.9K followers, 16.6K engagements
"$META has: XXX BILLION active users Revenue growth of XX% Return on equity of XX% A wonderful business and reasonably priced"
X Link 2025-12-04T19:24Z 96.9K followers, 24.5K engagements
"JUST IN: $NFLX to acquire Warner Bros. for a total deal value of $XXXX Billion. The acquisition includes its film and television studios HBO Max and HBO"
X Link 2025-12-05T12:30Z 96.9K followers, 295.2K engagements
"$GOOGL vs $META"
X Link 2025-12-05T14:08Z 96.9K followers, 19K engagements
"$RBRK is up +20% today on a great quarter. If you're not yet familiar with $RBRK I highly recommend looking into them. Here's why: $RBRK sits in a spot that is getting more important by the day. Modern companies run on data rely on security and are racing to adopt AI. Most vendors live in one of those lanes. $RBRK lives where they overlap and that intersection is becoming "prime real estate". On the data front $RBRK makes sure information stays clean available and recoverable so the business can keep moving. On the security side their zero trust approach protects data as if every request"
X Link 2025-12-05T16:10Z 96.9K followers, 27.9K engagements
"If you want exposure to semis but dont want to pick individual stocks $SMH is worth a look. Its one of the best-performing ETFs and up XXX% over the past X years"
X Link 2025-12-07T14:01Z 96.9K followers, 25.1K engagements
"$AMZN AWS is a $XXX BILLION business yet only XX% of $AMZN total revenue 🤯"
X Link 2025-12-07T20:01Z 96.9K followers, 33.5K engagements
"$NVDA: $500B in bookings for Blackwell and Rubin chips over the next X quarters. Thats 3x their current annual revenue. My goodness🤯"
X Link 2025-10-28T19:20Z 96.9K followers, 351.9K engagements
"$NVDA returns since 2000 ranked from worst to best years: 🔴2002: -XX% 🔴2008: -XX% 🔴2022: -XX% 🔴2018: -XX% 🔴2010: -XX% 🔴2012: -XX% 🔴2011: -XX% 🟢2004: X% 🟢2014: XX% 🟢2013: XX% 🟢2025: XX% (YTD) 🟢2007: XX% 🟢2000: XX% 🟢2005: XX% 🟢2015: XX% 🟢2019: XX% 🟢2017: XX% 🟢2003: XXX% 🟢2006: XXX% 🟢2020: XXX% 🟢2021: XXX% 🟢2009: XXX% 🟢2024: XXX% 🟢2016: XXX% 🟢2023: XXX% 🟢2001: 308%"
X Link 2025-11-28T19:01Z 96.9K followers, 314.9K engagements
"Best performing AI stocks this year: 🥇 $IREN +357% 🥈 $NBIS +210% 🥉 $PLTR +124%"
X Link 2025-11-30T20:17Z 96.9K followers, 37.7K engagements
"Pick your favorite: David $AMD or Goliath $NVDA 👇"
X Link 2025-12-01T18:53Z 96.9K followers, 22.3K engagements
"$RBRK is reporting earnings after the bell tomorrow: Est. revenue: $XXX (+36%) Est. earnings per share: $-XXXX Here's the business at a glance👇"
X Link 2025-12-03T19:18Z 96.9K followers, 19.8K engagements
"JUST IN: $IBM to acquire $CFLT in a $11B all cash deal to Create a Smart Data Platform for Enterprise Generative AI $CFLT is up +26% on the news"
X Link 2025-12-08T13:12Z 96.9K followers, 2987 engagements
/creator/twitter::InvestingVisual