[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.] #  @KrisPatel99 Kris Patel 🇺🇸 Kris Patel 🇺🇸 posts on X about $vg, $nvda, $googl, $meta the most. They currently have XXXXXX followers and 2575 posts still getting attention that total XXXXXX engagements in the last XX hours. ### Engagements: XXXXXX [#](/creator/twitter::2164634358/interactions)  - X Week XXXXXXX -XX% - X Month XXXXXXXXX +54% - X Months XXXXXXXXXX +254% - X Year XXXXXXXXXX +153% ### Mentions: XX [#](/creator/twitter::2164634358/posts_active)  - X Month XXX -XXXX% - X Months XXX +93% - X Year XXXXX +82% ### Followers: XXXXXX [#](/creator/twitter::2164634358/followers)  - X Week XXXXXX +0.91% - X Month XXXXXX +5.40% - X Months XXXXXX +44% - X Year XXXXXX +138% ### CreatorRank: XXXXXXX [#](/creator/twitter::2164634358/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) #1988 [technology brands](/list/technology-brands) [finance](/list/finance) #6346 [countries](/list/countries) [cryptocurrencies](/list/cryptocurrencies) **Social topic influence** [$vg](/topic/$vg) #13, [$nvda](/topic/$nvda) #66, [$googl](/topic/$googl), [$meta](/topic/$meta) #122, [meta](/topic/meta), [ai](/topic/ai), [nvda](/topic/nvda), [gas](/topic/gas), [googl](/topic/googl), [$amzn](/topic/$amzn) **Top accounts mentioned or mentioned by** [@amitisinvesting](/creator/undefined) [@elonmusk](/creator/undefined) [@vrvitaly](/creator/undefined) [@realmattmoney](/creator/undefined) [@spherecubed](/creator/undefined) [@krossroads](/creator/undefined) [@vladtenev](/creator/undefined) [@couchinvestor](/creator/undefined) [@micro2macr0](/creator/undefined) [@arnytrezzi](/creator/undefined) [@holysmokas](/creator/undefined) [@datadinvesting](/creator/undefined) [@selfmademastery](/creator/undefined) [@robinhoodapp](/creator/undefined) [@dividendstreams](/creator/undefined) [@samsolid57](/creator/undefined) [@farzyness](/creator/undefined) [@futurenvesting](/creator/undefined) [@rangarajsrikan1](/creator/undefined) [@waymo](/creator/undefined) **Top assets mentioned** [Vonage Holdings Corporation (VG)](/topic/$vg) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Metadium (META)](/topic/$meta) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [NextDecade Corporation Common Stock (NEXT)](/topic/$next) [Bitcoin (BTC)](/topic/bitcoin) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Berkshire Hathaway Inc. (BRK.A)](/topic/berkshire-hathaway) [Intel Corporation (INTC)](/topic/$intc) [UnitedHealth Group (UNH)](/topic/$unh) [Centene Corp (CNC)](/topic/$cnc) [Oscar Health, Inc. (OSCR)](/topic/$oscr) [Cigna Corp (CI)](/topic/$ci) [Molina Healthcare, Inc. (MOH)](/topic/$moh) [Elevance Health Inc (ELV)](/topic/$elv) [Humana Inc (HUM)](/topic/$hum) [CVS Health Corp (CVS)](/topic/$cvs) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Bull Market (BULL)](/topic/$bull) [Interactive Brokers Group, Inc. (IBKR)](/topic/$ibkr) [Charles Schwab Corporation (SCHW)](/topic/$schw) [GammaSwap (GS)](/topic/$gs) ### Top Social Posts Top posts by engagements in the last XX hours "$META. Sometimes people just overly complicate investing. This is a classic buy the dip and relax. The market irrationally sold this name off twice this year. When we look back it will look like one of the most obvious moves in the market" [X Link](https://x.com/KrisPatel99/status/1996146260256891353) 2025-12-03T09:15Z 37.8K followers, 41.1K engagements "Congrats $VG holders Were still not doing as good at Bitcoin holding companies but we aint losing" [X Link](https://x.com/KrisPatel99/status/1936095094236471720) 2025-06-20T16:13Z 37.7K followers, 13.6K engagements "$VG This is what a Modular LNG Train looks like" [X Link](https://x.com/KrisPatel99/status/1988483219805671781) 2025-11-12T05:45Z 37.7K followers, 9696 engagements "$VG +30 MTPA bolt on expansion - 58MTPA. One of the biggest positives for $VG is the cost of the expansion should be materially lower as the pipes jetties and existing infrastructure and construction crews are already trained and ready to go. Plaquemines is already the second-largest LNG facility in the U.S. and last month was responsible for XX% of total exports from the country. Once completed the company will the LARGEST exporter of Natural gas in the world. Qatar currently has 77MTPA - 126MPTA 2027. Cheniere currently has 50MTPA - 75MPTA 2030s" [X Link](https://x.com/KrisPatel99/status/1990765622171423048) 2025-11-18T12:54Z 37.7K followers, 15.1K engagements "$GOOGL $META $NVDA $AVGO The market summarized the last XX hours" [X Link](https://x.com/KrisPatel99/status/1993304835249390045) 2025-11-25T13:04Z 37.7K followers, 55.5K engagements "Going over $VG and Nat Gas aka the WidowMaker" [X Link](https://x.com/KrisPatel99/status/1993515664636834028) 2025-11-26T03:02Z 37.7K followers, 13.7K engagements "$META is safely above XX fib tracing back to above 700+ is on deck" [X Link](https://x.com/KrisPatel99/status/1994418037999481235) 2025-11-28T14:48Z 37.7K followers, 30.5K engagements "Am I the only one who wakes in the morning and asks $AMZN Alexa to tell me the stock prices and have her read me the morning headlines while getting ready I wish there was a real chatbot thats like Jarvis from Iron man that acts like a a real AI assistant I can talk to about whats going in the markets Any chance you can make that happen @vladtenev Would love to hear. Google Alphabet stock has has just crossed below its XXX day moving average on a recent pull back because of disappointing outlook for 2026 analysts from Morgan Stanley believe that the a slowdown in ad spend will likely impact" [X Link](https://x.com/KrisPatel99/status/1994778048277647751) 2025-11-29T14:38Z 37.7K followers, 45K engagements "@Badie912 Ive got all Alexas at home so Im not sure. Im thinking of switching to Google Home but Ive got like XX Alexa units and alot of smart plugs that support Alexa" [X Link](https://x.com/KrisPatel99/status/1994784728239530094) 2025-11-29T15:05Z 37.7K followers, 1352 engagements "@KhoaPhan27 Were not holding VG Bags were holding $VG suitcases lol" [X Link](https://x.com/KrisPatel99/status/1994787147292053941) 2025-11-29T15:14Z 37.7K followers, XXX engagements "$GOOGL Gemini must be killing it with demand. Seems like Im getting these messages more and more now. Anyone else getting the same message" [X Link](https://x.com/KrisPatel99/status/1995893797373276581) 2025-12-02T16:32Z 37.7K followers, 7938 engagements "This + Qatar. $VG will be fine though. They have enough long term supply contracts to manage their debt and keep capex going. Shareholder value return. that's going to be challenged unless we get a 2022 like supply shock. Its likely HH prices eventually come down a bit and EU increases imports next year are they completely ween themselves off of Russian Gas. The market will digest. as they say "The cure to low prices are low prices" and $VG has some of the lowest unit economics" [X Link](https://x.com/KrisPatel99/status/1996139369380385034) 2025-12-03T08:48Z 37.7K followers, 2225 engagements "@VGDeepDive PS. Im still long on $VG. you didnt have to unfollow me out of rage. I consider this move down a blessing as we're able to pick up one of the most compelling cashflow businesses at significant discount to future value" [X Link](https://x.com/KrisPatel99/status/1996140067698409614) 2025-12-03T08:50Z 37.7K followers, 1643 engagements "Small businesses are feeling the effects of reduced government liquidity support following COVID-era spending as well as weaker aggregate demand stemming from recent deportations. Economic growth at the lower end of the economy should be slowing and with it inflation. Instead were seeing inflation rise. This is classic stagflation: the worst kind of -flation. The impacts of the tariffs are making there way into costs. Couple that with rising utility prices. the GOP is going into the mid-terms in a nightmare scenario. Rising Unemployment + Rising Inflation" [X Link](https://x.com/KrisPatel99/status/1996289265081135153) 2025-12-03T18:43Z 37.7K followers, 5421 engagements "$NVDA could end up becoming the Berkshire Hathaway of AI Wouldnt be the worst idea they def need to escape the cyclical demand problem. Right now they generate enough cash to spread it around and create long term shareholder value" [X Link](https://x.com/KrisPatel99/status/1995591983247884613) 2025-12-01T20:32Z 37.7K followers, 28.2K engagements "@Ethan_0502 EQT Expand (formerly Chesapeake Energy) and Coterra have all guided for higher production. I'm almost sure the administration is going to be asking these guys to increase production as much as possible to help lower the cost of Nat Gas" [X Link](https://x.com/KrisPatel99/status/1996848872938000882) 2025-12-05T07:47Z 37.7K followers, XXX engagements "I worked for nearly X decades in the US Healthcare system. We XXX% spend Medicaid dollars on undocumented immigrants. Its kind of like "Don't ask don't tell" . if you're not allowed to verify immigration status how cant you ensure that they are not entitled to it. Another way is through "Emergency Medicaid" This is why when you go to a lot of public hospitals you'll see a very busy Emergency Room. I'm personally OK with undocumented people getting Medicaid as I think the consequences of not treating highly communicable diseases like what we saw during COVID can have a dramatically more" [X Link](https://x.com/KrisPatel99/status/1996850603469701312) 2025-12-05T07:54Z 37.7K followers, 15.7K engagements "This man is a national treasure $NVDA" [X Link](https://x.com/KrisPatel99/status/1996959951202201880) 2025-12-05T15:08Z 37.7K followers, 12.6K engagements "$VG $NEXT One of the things you learn about when you invest in Oil and Natural gas is how to endure. If you want to a nice predictable business thats going to help you sleep peacefully at night in your average brand Mattress then this industry isn't for you. But. If you've got the courage risk tolerance and willingness to sleep on a couch till things get better then welcome home. I've slept on the couch most of my life. so Im use to it =). Right now. its time to power through the noise and remind yourself that the US Oil and Natural Gas industry in the US makes 280B+ in profits per year" [X Link](https://x.com/KrisPatel99/status/1993816751163736395) 2025-11-26T22:58Z 37.8K followers, 14K engagements "$VG Created with Google Notebook LM - AI Video creator Tell me what you guys think" [X Link](https://x.com/KrisPatel99/status/1988666951116419541) 2025-11-12T17:55Z 37.8K followers, 27K engagements "$UNH $MOH $CNC $ELV $OSCR $HUM $CI $CVS Becky Quick did a great job today by calling out the Democrats ploy to try to hurt Trump via the shutdown under the guise of ACA extension. She basically asked if the shutdown was for "the American people" or for politics. Clearly there was motive outside of a simple X year extension. The question now is. will they try this again in January" [X Link](https://x.com/KrisPatel99/status/1991973660907966944) 2025-11-21T20:55Z 37.8K followers, 17.2K engagements "$GOOGL Vs. $NVDA The Market is mispricing the AI War. Everyone is obsessed with "Who has the fastest chip" (Nvidia vs. The World). They are missing the real disruption: Google isnt trying to beat Nvidia on speed. They are redefining the economics of AI. Here is the reality: X. The "Nvidia Tax" Nvidia is a merchant vendor. Every H100 sold to AWS or Azure includes a massive 70%+ margin. That cost gets passed to you. X. Google is the only hyperscaler that doesn't need to profit on the chip. They build TPUs at manufacturing cost. They control the stack (Chip Optical Switch Cloud). They have zero" [X Link](https://x.com/KrisPatel99/status/1993259550544191645) 2025-11-25T10:04Z 37.8K followers, 306.9K engagements "Great find by Richard Jarc As much great as $NVDA CUDA is to think that the folks at $META and xAI would accept lock-in is a bit short sighted. Turns out folks at $META have experience using $GOOGL TPUs" [X Link](https://x.com/KrisPatel99/status/1994417304944226683) 2025-11-28T14:45Z 37.8K followers, 19.8K engagements "$GOOGL down $NVDA down $META UP ;) When suppliers compete customers win :)" [X Link](https://x.com/KrisPatel99/status/1994434456963232009) 2025-11-28T15:53Z 37.8K followers, 21.8K engagements "$HOOD $BULL $IBKR $SCHW Seems like the investor base has grown significantly post pandemic and now we've entered into the phase where retail investing is becoming a lot more ubiquitous. *again* Outside of a few fringe themes like Nuclear Quantum most people are investing in companies with real profitability. This leads me to believe that if we do have a bubble it will be more likely based on overvaluation rather than pure speculation" [X Link](https://x.com/KrisPatel99/status/1995463350499606792) 2025-12-01T12:01Z 37.8K followers, 11.7K engagements "$META Todays news on Reality Labs cutbacks is highly reminiscent of what we saw in 2022 the so-called Year of Efficiency. While Reality Labs will remain part of the companys long-term vision AI has clearly become the top priority. Attracting the best talent in the field requires more than offering abundant compute resourcesit also demands giving employees confidence that their long-term investment in the company will pay off. No one wants to work for a company whose share price is stagnant or declining. This means $META must remain both capital-disciplined and focused on creating shareholder" [X Link](https://x.com/KrisPatel99/status/1996684145888842156) 2025-12-04T20:52Z 37.8K followers, 11.1K engagements "You really cant go wrong with owning a business like $AMZN" [X Link](https://x.com/KrisPatel99/status/1996940256994791473) 2025-12-05T13:50Z 37.8K followers, 21.7K engagements "$META golden cross incoming META is continuing to see higher ad spend as a result of its investment in AI tools. These tools not only give Meta a layup when it comes to demand but also generates a moat that will see growth continue. Long $META" [X Link](https://x.com/KrisPatel99/status/1996975362996355228) 2025-12-05T16:10Z 37.8K followers, 12.5K engagements "@LNG_Investor_ $VG and $NEXT prob see this. Its why theyre willing to keep capex robust in expansion in the face of short term challenges" [X Link](https://x.com/KrisPatel99/status/1997353769357508729) 2025-12-06T17:13Z 37.8K followers, 1092 engagements "$GS is predicting a steady decline in inflation going into 2026. Still above the fed's X% target but a gradual decline. I believe without tariffs we would have likely been close to the X% target already. Rising youth unemployment and shelter are likely to lead the way. Question then is. how many cuts are we likely to see in 2026" [X Link](https://x.com/KrisPatel99/status/1998186164436509081) 2025-12-09T00:21Z 37.8K followers, 7000 engagements "LONG $NVDA While some people may be waking up to the China Export of H200 lift but China not wanting to buy and reversing some of the gains. Im seeing something different. The PRESIDENT OF THE US knows what BLACKWELL RUBIN chips are. Dude is out here tweeting about it and willing to allow sales. Trump is a lot of things but the one thing he's REALLY good at is selling. Expect $NVDA to get a massive boost in AI Chip sales going forward if not directly from China. "Indirectly" from China. Also another catalyst. other countries are likely to start a wave of AI spend to not get left behind. $NVDA" [X Link](https://x.com/KrisPatel99/status/1998405478355767767) 2025-12-09T14:52Z 37.8K followers, 46K engagements "$NVDA Glad Im not the only fool to notice" [X Link](https://x.com/KrisPatel99/status/1998424641036337225) 2025-12-09T16:08Z 37.8K followers, 17.2K 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.]
@KrisPatel99 Kris Patel 🇺🇸
Kris Patel 🇺🇸 posts on X about $vg, $nvda, $googl, $meta the most. They currently have XXXXXX followers and 2575 posts still getting attention that total XXXXXX engagements in the last XX hours.
Engagements: XXXXXX #
- X Week XXXXXXX -XX%
- X Month XXXXXXXXX +54%
- X Months XXXXXXXXXX +254%
- X Year XXXXXXXXXX +153%
Mentions: XX #
- X Month XXX -XXXX%
- X Months XXX +93%
- X Year XXXXX +82%
Followers: XXXXXX #
- X Week XXXXXX +0.91%
- X Month XXXXXX +5.40%
- X Months XXXXXX +44%
- X Year XXXXXX +138%
CreatorRank: XXXXXXX #
Social Influence
Social category influence stocks #1988 technology brands finance #6346 countries cryptocurrencies
Social topic influence $vg #13, $nvda #66, $googl, $meta #122, meta, ai, nvda, gas, googl, $amzn
Top accounts mentioned or mentioned by @amitisinvesting @elonmusk @vrvitaly @realmattmoney @spherecubed @krossroads @vladtenev @couchinvestor @micro2macr0 @arnytrezzi @holysmokas @datadinvesting @selfmademastery @robinhoodapp @dividendstreams @samsolid57 @farzyness @futurenvesting @rangarajsrikan1 @waymo
Top assets mentioned Vonage Holdings Corporation (VG) NVIDIA Corp. (NVDA) Alphabet Inc Class A (GOOGL) Metadium (META) Amazon.com, Inc. (AMZN) NextDecade Corporation Common Stock (NEXT) Bitcoin (BTC) Broadcom, Inc. (AVGO) Berkshire Hathaway Inc. (BRK.A) Intel Corporation (INTC) UnitedHealth Group (UNH) Centene Corp (CNC) Oscar Health, Inc. (OSCR) Cigna Corp (CI) Molina Healthcare, Inc. (MOH) Elevance Health Inc (ELV) Humana Inc (HUM) CVS Health Corp (CVS) Robinhood Markets, Inc. (HOOD) Bull Market (BULL) Interactive Brokers Group, Inc. (IBKR) Charles Schwab Corporation (SCHW) GammaSwap (GS)
Top Social Posts
Top posts by engagements in the last XX hours
"$META. Sometimes people just overly complicate investing. This is a classic buy the dip and relax. The market irrationally sold this name off twice this year. When we look back it will look like one of the most obvious moves in the market"
X Link 2025-12-03T09:15Z 37.8K followers, 41.1K engagements
"Congrats $VG holders Were still not doing as good at Bitcoin holding companies but we aint losing"
X Link 2025-06-20T16:13Z 37.7K followers, 13.6K engagements
"$VG This is what a Modular LNG Train looks like"
X Link 2025-11-12T05:45Z 37.7K followers, 9696 engagements
"$VG +30 MTPA bolt on expansion - 58MTPA. One of the biggest positives for $VG is the cost of the expansion should be materially lower as the pipes jetties and existing infrastructure and construction crews are already trained and ready to go. Plaquemines is already the second-largest LNG facility in the U.S. and last month was responsible for XX% of total exports from the country. Once completed the company will the LARGEST exporter of Natural gas in the world. Qatar currently has 77MTPA - 126MPTA 2027. Cheniere currently has 50MTPA - 75MPTA 2030s"
X Link 2025-11-18T12:54Z 37.7K followers, 15.1K engagements
"$GOOGL $META $NVDA $AVGO The market summarized the last XX hours"
X Link 2025-11-25T13:04Z 37.7K followers, 55.5K engagements
"Going over $VG and Nat Gas aka the WidowMaker"
X Link 2025-11-26T03:02Z 37.7K followers, 13.7K engagements
"$META is safely above XX fib tracing back to above 700+ is on deck"
X Link 2025-11-28T14:48Z 37.7K followers, 30.5K engagements
"Am I the only one who wakes in the morning and asks $AMZN Alexa to tell me the stock prices and have her read me the morning headlines while getting ready I wish there was a real chatbot thats like Jarvis from Iron man that acts like a a real AI assistant I can talk to about whats going in the markets Any chance you can make that happen @vladtenev Would love to hear. Google Alphabet stock has has just crossed below its XXX day moving average on a recent pull back because of disappointing outlook for 2026 analysts from Morgan Stanley believe that the a slowdown in ad spend will likely impact"
X Link 2025-11-29T14:38Z 37.7K followers, 45K engagements
"@Badie912 Ive got all Alexas at home so Im not sure. Im thinking of switching to Google Home but Ive got like XX Alexa units and alot of smart plugs that support Alexa"
X Link 2025-11-29T15:05Z 37.7K followers, 1352 engagements
"@KhoaPhan27 Were not holding VG Bags were holding $VG suitcases lol"
X Link 2025-11-29T15:14Z 37.7K followers, XXX engagements
"$GOOGL Gemini must be killing it with demand. Seems like Im getting these messages more and more now. Anyone else getting the same message"
X Link 2025-12-02T16:32Z 37.7K followers, 7938 engagements
"This + Qatar. $VG will be fine though. They have enough long term supply contracts to manage their debt and keep capex going. Shareholder value return. that's going to be challenged unless we get a 2022 like supply shock. Its likely HH prices eventually come down a bit and EU increases imports next year are they completely ween themselves off of Russian Gas. The market will digest. as they say "The cure to low prices are low prices" and $VG has some of the lowest unit economics"
X Link 2025-12-03T08:48Z 37.7K followers, 2225 engagements
"@VGDeepDive PS. Im still long on $VG. you didnt have to unfollow me out of rage. I consider this move down a blessing as we're able to pick up one of the most compelling cashflow businesses at significant discount to future value"
X Link 2025-12-03T08:50Z 37.7K followers, 1643 engagements
"Small businesses are feeling the effects of reduced government liquidity support following COVID-era spending as well as weaker aggregate demand stemming from recent deportations. Economic growth at the lower end of the economy should be slowing and with it inflation. Instead were seeing inflation rise. This is classic stagflation: the worst kind of -flation. The impacts of the tariffs are making there way into costs. Couple that with rising utility prices. the GOP is going into the mid-terms in a nightmare scenario. Rising Unemployment + Rising Inflation"
X Link 2025-12-03T18:43Z 37.7K followers, 5421 engagements
"$NVDA could end up becoming the Berkshire Hathaway of AI Wouldnt be the worst idea they def need to escape the cyclical demand problem. Right now they generate enough cash to spread it around and create long term shareholder value"
X Link 2025-12-01T20:32Z 37.7K followers, 28.2K engagements
"@Ethan_0502 EQT Expand (formerly Chesapeake Energy) and Coterra have all guided for higher production. I'm almost sure the administration is going to be asking these guys to increase production as much as possible to help lower the cost of Nat Gas"
X Link 2025-12-05T07:47Z 37.7K followers, XXX engagements
"I worked for nearly X decades in the US Healthcare system. We XXX% spend Medicaid dollars on undocumented immigrants. Its kind of like "Don't ask don't tell" . if you're not allowed to verify immigration status how cant you ensure that they are not entitled to it. Another way is through "Emergency Medicaid" This is why when you go to a lot of public hospitals you'll see a very busy Emergency Room. I'm personally OK with undocumented people getting Medicaid as I think the consequences of not treating highly communicable diseases like what we saw during COVID can have a dramatically more"
X Link 2025-12-05T07:54Z 37.7K followers, 15.7K engagements
"This man is a national treasure $NVDA"
X Link 2025-12-05T15:08Z 37.7K followers, 12.6K engagements
"$VG $NEXT One of the things you learn about when you invest in Oil and Natural gas is how to endure. If you want to a nice predictable business thats going to help you sleep peacefully at night in your average brand Mattress then this industry isn't for you. But. If you've got the courage risk tolerance and willingness to sleep on a couch till things get better then welcome home. I've slept on the couch most of my life. so Im use to it =). Right now. its time to power through the noise and remind yourself that the US Oil and Natural Gas industry in the US makes 280B+ in profits per year"
X Link 2025-11-26T22:58Z 37.8K followers, 14K engagements
"$VG Created with Google Notebook LM - AI Video creator Tell me what you guys think"
X Link 2025-11-12T17:55Z 37.8K followers, 27K engagements
"$UNH $MOH $CNC $ELV $OSCR $HUM $CI $CVS Becky Quick did a great job today by calling out the Democrats ploy to try to hurt Trump via the shutdown under the guise of ACA extension. She basically asked if the shutdown was for "the American people" or for politics. Clearly there was motive outside of a simple X year extension. The question now is. will they try this again in January"
X Link 2025-11-21T20:55Z 37.8K followers, 17.2K engagements
"$GOOGL Vs. $NVDA The Market is mispricing the AI War. Everyone is obsessed with "Who has the fastest chip" (Nvidia vs. The World). They are missing the real disruption: Google isnt trying to beat Nvidia on speed. They are redefining the economics of AI. Here is the reality: X. The "Nvidia Tax" Nvidia is a merchant vendor. Every H100 sold to AWS or Azure includes a massive 70%+ margin. That cost gets passed to you. X. Google is the only hyperscaler that doesn't need to profit on the chip. They build TPUs at manufacturing cost. They control the stack (Chip Optical Switch Cloud). They have zero"
X Link 2025-11-25T10:04Z 37.8K followers, 306.9K engagements
"Great find by Richard Jarc As much great as $NVDA CUDA is to think that the folks at $META and xAI would accept lock-in is a bit short sighted. Turns out folks at $META have experience using $GOOGL TPUs"
X Link 2025-11-28T14:45Z 37.8K followers, 19.8K engagements
"$GOOGL down $NVDA down $META UP ;) When suppliers compete customers win :)"
X Link 2025-11-28T15:53Z 37.8K followers, 21.8K engagements
"$HOOD $BULL $IBKR $SCHW Seems like the investor base has grown significantly post pandemic and now we've entered into the phase where retail investing is becoming a lot more ubiquitous. again Outside of a few fringe themes like Nuclear Quantum most people are investing in companies with real profitability. This leads me to believe that if we do have a bubble it will be more likely based on overvaluation rather than pure speculation"
X Link 2025-12-01T12:01Z 37.8K followers, 11.7K engagements
"$META Todays news on Reality Labs cutbacks is highly reminiscent of what we saw in 2022 the so-called Year of Efficiency. While Reality Labs will remain part of the companys long-term vision AI has clearly become the top priority. Attracting the best talent in the field requires more than offering abundant compute resourcesit also demands giving employees confidence that their long-term investment in the company will pay off. No one wants to work for a company whose share price is stagnant or declining. This means $META must remain both capital-disciplined and focused on creating shareholder"
X Link 2025-12-04T20:52Z 37.8K followers, 11.1K engagements
"You really cant go wrong with owning a business like $AMZN"
X Link 2025-12-05T13:50Z 37.8K followers, 21.7K engagements
"$META golden cross incoming META is continuing to see higher ad spend as a result of its investment in AI tools. These tools not only give Meta a layup when it comes to demand but also generates a moat that will see growth continue. Long $META"
X Link 2025-12-05T16:10Z 37.8K followers, 12.5K engagements
"@LNG_Investor_ $VG and $NEXT prob see this. Its why theyre willing to keep capex robust in expansion in the face of short term challenges"
X Link 2025-12-06T17:13Z 37.8K followers, 1092 engagements
"$GS is predicting a steady decline in inflation going into 2026. Still above the fed's X% target but a gradual decline. I believe without tariffs we would have likely been close to the X% target already. Rising youth unemployment and shelter are likely to lead the way. Question then is. how many cuts are we likely to see in 2026"
X Link 2025-12-09T00:21Z 37.8K followers, 7000 engagements
"LONG $NVDA While some people may be waking up to the China Export of H200 lift but China not wanting to buy and reversing some of the gains. Im seeing something different. The PRESIDENT OF THE US knows what BLACKWELL RUBIN chips are. Dude is out here tweeting about it and willing to allow sales. Trump is a lot of things but the one thing he's REALLY good at is selling. Expect $NVDA to get a massive boost in AI Chip sales going forward if not directly from China. "Indirectly" from China. Also another catalyst. other countries are likely to start a wave of AI spend to not get left behind. $NVDA"
X Link 2025-12-09T14:52Z 37.8K followers, 46K engagements
"$NVDA Glad Im not the only fool to notice"
X Link 2025-12-09T16:08Z 37.8K followers, 17.2K engagements