# ![@MandhirSingh5 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::585478469.png) @MandhirSingh5 Manu Singh

Manu Singh posts on X about ai, tariffs, stocks, in the the most. They currently have [---] followers and [---] posts still getting attention that total [--] engagements in the last [--] hours.

### Engagements: [--] [#](/creator/twitter::585478469/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::585478469/c:line/m:interactions.svg)

- [--] Week [-----] +249%
- [--] Month [-----] -57%
- [--] Months [------] -47%
- [--] Year [-------] +1,755%

### Mentions: [--] [#](/creator/twitter::585478469/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::585478469/c:line/m:posts_active.svg)

- [--] Week [--] +100%
- [--] Month [--] +32%
- [--] Months [---] +415%
- [--] Year [---] +1,148%

### Followers: [---] [#](/creator/twitter::585478469/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::585478469/c:line/m:followers.svg)

- [--] Week [---] -0.84%
- [--] Month [---] +0.42%
- [--] Months [---] +25%
- [--] Year [---] +130%

### CreatorRank: [---------] [#](/creator/twitter::585478469/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::585478469/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  62% [finance](/list/finance)  48% [technology brands](/list/technology-brands)  31% [automotive brands](/list/automotive-brands)  21% [countries](/list/countries)  13% [formula 1](/list/formula-1)  6% [travel destinations](/list/travel-destinations)  4% [celebrities](/list/celebrities)  2% [cryptocurrencies](/list/cryptocurrencies)  1% [musicians](/list/musicians)  1%

**Social topic influence**
[ai](/topic/ai) 44%, [tariffs](/topic/tariffs) #2637, [stocks](/topic/stocks) 17%, [in the](/topic/in-the) 14%, [core](/topic/core) 13%, [tesla](/topic/tesla) 12%, [software](/topic/software) 10%, [china](/topic/china) 10%, [apple](/topic/apple) 10%, [$nflx](/topic/$nflx) 8%

**Top accounts mentioned or mentioned by**
[@xiaomi](/creator/undefined) [@furiosity17](/creator/undefined)

**Top assets mentioned**
[Tesla, Inc. (TSLA)](/topic/tesla) [Netflix Inc (NFLX)](/topic/$nflx) [AppLovin Corporation (APP)](/topic/$app) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [LPL Financial Holdings, Inc. (LPLA)](/topic/$lpla) [S&P Global Inc (SPGI)](/topic/$spgi) [Charles Schwab Corporation (SCHW)](/topic/$schw) [Raymond James Financial, Inc. (RJF)](/topic/$rjf) [Moody's Corporation (MCO)](/topic/$mco) [Factset Research Systems, Inc. (FDS)](/topic/$fds) [Walmart, Inc. (WMT)](/topic/$wmt) [Microsoft Corp. (MSFT)](/topic/microsoft) [Warner Bros Discovery, Inc. (WBD)](/topic/$wbd) [Now Coin (NOW)](/topic/$now) [Mirum Pharmaceuticals, Inc. Common Stock (MIRM)](/topic/$mirm) [TransMedics Group, Inc. Common Stock (TMDX)](/topic/$tmdx) [LegalZoom.com, Inc.  (LZ)](/topic/$lz) [Axon Enterprise, Inc. (AXON)](/topic/$axon) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [Spotify Technology (SPOT)](/topic/$spot) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Eli Lilly and Company (LLY)](/topic/$lly) [Cloudflare, Inc. (NET)](/topic/cloudflare) [Unity Software Inc. (U)](/topic/$u) [Paramount Skydance Corporation Class B Common Stock (PSKY)](/topic/$psky)
### Top Social Posts
Top posts by engagements in the last [--] hours

"🎥 When policy pushes transparency companies like $AXON that provide the infrastructure tend to benefit. DHS is rolling out body cameras to federal officers in Minneapolis with plans to expand more broadly as funding allows. That makes accountability tech part of core homeland security operations. $AXON as the leading provider of body cameras and digital evidence software is naturally positioned in that flow of spending. Policy-driven demand is often recurring and national in scope. Not all security budgets go to hardware in the traditional sense some of it goes to data storage and the"  
[X Link](https://x.com/MandhirSingh5/status/2021590103886340303)  2026-02-11T14:20Z [---] followers, [---] engagements


"🧬 Obesity is getting to be a winner-take-all market and $LLY is fast showing its dominance. Lilly isnt just riding GLP-1 demand and is actively widening the gap. [--] Million patients are already on Mounjaro/Zepbound through Lilly Direct alone with physicians and patients leaning toward better efficacy and simpler dosing. Layer on 40% revenue growth 40% margins and patent cover into the late 2030s and the competitive picture starts to tilt. Add an oral GLP-1 on the way in [----] and a broader pipeline including Alzheimers and this looks less like a peak story and more like a long runway just"  
[X Link](https://x.com/MandhirSingh5/status/2019478751877210321)  2026-02-05T18:30Z [---] followers, [--] engagements


"🧬 Obesity is getting to be a winner-take-all market and $LLY is fast showing its dominance. Lilly isnt just riding GLP-1 demand and is actively widening the gap. [--] Million patients are already on Mounjaro/Zepbound through Lilly Direct alone with physicians and patients leaning toward better efficacy and simpler dosing. Layer on 40% revenue growth 40% margins and patent cover into the late 2030s and the competitive picture starts to tilt. Add an oral GLP-1 on the way in [----] and a broader pipeline including Alzheimers and this looks less like a peak story and more like a long runway just"  
[X Link](https://x.com/MandhirSingh5/status/2019479167008477481)  2026-02-05T18:32Z [---] followers, [--] engagements


"🚗 Legacy autos are learning that the EV transition isnt a speed bump its a balance sheet event. Ford just posted an $11.1B quarterly loss swung to an $8.2B full-year net loss and is staring at $19.5B in EV-related charges as it walks back prior plans. Add a $900M tariff hit and roughly $2B/year in duties and the pressure compounds. Revenue held up ($187B +1% YoY) but Ford is effectively saying EV profitability is still years out. Talks volumes about management mis-steps. Volvos 28% one-day drop a few weeks ago after margins collapsed is the same story in another form: subsidies fade tariffs"  
[X Link](https://x.com/MandhirSingh5/status/2021572518092407294)  2026-02-11T13:10Z [---] followers, [--] engagements


"🚗 Legacy autos are learning that the EV transition isnt a speed bump its a balance sheet event. Ford just posted an $11.1B quarterly loss swung to an $8.2B full-year net loss and is staring at $19.5B in EV-related charges as it walks back prior plans. Add a $900M tariff hit and roughly $2B/year in duties and the pressure compounds. Revenue held up ($187B +1% YoY) but Ford is effectively saying EV profitability is still years out. Talks volumes about management mis-steps. Volvos 28% one-day drop a few weeks ago after margins collapsed is the same story in another form: subsidies fade tariffs"  
[X Link](https://x.com/MandhirSingh5/status/2021572631003070723)  2026-02-11T13:10Z [---] followers, [--] engagements


"🚗 Legacy autos are learning that the EV transition isnt a speed bump its a balance sheet event. Ford just posted an $11.1B quarterly loss swung to an $8.2B full-year net loss and is staring at $19.5B in EV-related charges as it walks back prior plans. Add a $900M tariff hit and roughly $2B/year in duties and the pressure compounds. Revenue held up ($187B +1% YoY) but Ford is effectively saying EV profitability is still years out. Talks volumes about management mis-steps. Volvos 28% one-day drop a few weeks ago after margins collapsed is the same story in another form: subsidies fade tariffs"  
[X Link](https://x.com/MandhirSingh5/status/2021572746027655316)  2026-02-11T13:11Z [---] followers, [--] engagements


"🚗 Legacy autos are learning that the EV transition isnt a speed bump its a balance sheet event. Ford just posted an $11.1B quarterly loss swung to an $8.2B full-year net loss and is staring at $19.5B in EV-related charges as it walks back prior plans. Add a $900M tariff hit and roughly $2B/year in duties and the pressure compounds. Revenue held up ($187B +1% YoY) but Ford is effectively saying EV profitability is still years out. Talks volumes about management mis-steps. Volvos 28% one-day drop a few weeks ago after margins collapsed is the same story in another form: subsidies fade tariffs"  
[X Link](https://x.com/MandhirSingh5/status/2021573160663961801)  2026-02-11T13:12Z [---] followers, [--] engagements


"🎧 At some point the market has to admit Spotify isnt just another streaming app. $SPOT just posted [---] Million MAUs (+11% YoY) and [---] Million premium subs (+10%) with net income surging to [----] Billion vs [---] Million last year. Even after a +15% jump the stock is still 17% down YTD which feels out of sync with improving margins and clear operating leverage. Pricing is moving higher ($12.99 U.S. premium) engagement remains massive (300 Million+ users on Wrapped) and expansion into audiobooks is deepening the ecosystem. Scale is starting to matter more than growth alone and Spotify keeps"  
[X Link](https://x.com/MandhirSingh5/status/2021574448956989948)  2026-02-11T13:18Z [---] followers, [--] engagements


"🚗 Legacy autos are learning that the EV transition isnt a speed bump its a balance sheet event. Ford just posted an $11.1B quarterly loss swung to an $8.2B full-year net loss and is staring at $19.5B in EV-related charges as it walks back prior plans. Add a $900M tariff hit and roughly $2B/year in duties and the pressure compounds. Revenue held up ($187B +1% YoY) but Ford is effectively saying EV profitability is still years out. Talks volumes about management mis-steps. Volvos 28% one-day drop a few weeks ago after margins collapsed is the same story in another form: subsidies fade tariffs"  
[X Link](https://x.com/MandhirSingh5/status/2021574668595978626)  2026-02-11T13:18Z [---] followers, [--] engagements


"🎧 At some point the market has to admit Spotify isnt just another streaming app. $SPOT just posted [---] Million MAUs (+11% YoY) and [---] Million premium subs (+10%) with net income surging to [----] Billion vs [---] Million last year. Even after a +15% jump the stock is still 17% down YTD which feels out of sync with improving margins and clear operating leverage. Pricing is moving higher ($12.99 U.S. premium) engagement remains massive (300 Million+ users on Wrapped) and expansion into audiobooks is deepening the ecosystem. Scale is starting to matter more than growth alone and Spotify keeps"  
[X Link](https://x.com/MandhirSingh5/status/2021574753648050201)  2026-02-11T13:19Z [---] followers, [--] engagements


"🎧 At some point the market has to admit Spotify isnt just another streaming app. $SPOT just posted [---] Million MAUs (+11% YoY) and [---] Million premium subs (+10%) with net income surging to [----] Billion vs [---] Million last year. Even after a +15% jump the stock is still 17% down YTD which feels out of sync with improving margins and clear operating leverage. Pricing is moving higher ($12.99 U.S. premium) engagement remains massive (300 Million+ users on Wrapped) and expansion into audiobooks is deepening the ecosystem. Scale is starting to matter more than growth alone and Spotify keeps"  
[X Link](https://x.com/MandhirSingh5/status/2021574867154358355)  2026-02-11T13:19Z [---] followers, [--] engagements


"🎥 When policy pushes transparency companies like $AXON that provide the infrastructure tend to benefit. DHS is rolling out body cameras to federal officers in Minneapolis with plans to expand more broadly as funding allows. That makes accountability tech part of core homeland security operations. $AXON as the leading provider of body cameras and digital evidence software is naturally positioned in that flow of spending. Policy-driven demand is often recurring and national in scope. Not all security budgets go to hardware in the traditional sense some of it goes to data storage and the"  
[X Link](https://x.com/MandhirSingh5/status/2021589982092099958)  2026-02-11T14:19Z [---] followers, [--] engagements


"🎥 When policy pushes transparency companies like $AXON that provide the infrastructure tend to benefit. DHS is rolling out body cameras to federal officers in Minneapolis with plans to expand more broadly as funding allows. That makes accountability tech part of core homeland security operations. $AXON as the leading provider of body cameras and digital evidence software is naturally positioned in that flow of spending. Policy-driven demand is often recurring and national in scope. Not all security budgets go to hardware in the traditional sense some of it goes to data storage and the"  
[X Link](https://x.com/MandhirSingh5/status/2021590193002647785)  2026-02-11T14:20Z [---] followers, [---] engagements


"💼 AI isnt killing finance but it is pressuring old workflows. Wealth-management stocks sold off after a new AI tool claimed it could generate personalized tax strategies by reading financial documents automatically. $SCHW fell 7% $RJF nearly 9% $LPLA over 8% even as broader markets were steady. Similarly data and analytics providers like $SPGI / $MCO / $FDS are down 20%+ YTD. This looks less like an industry collapse and more like a repricing of labor-heavy processes. If AI can automate document parsing and planning logic high fee structures and staffing models come under scrutiny. The key"  
[X Link](https://x.com/MandhirSingh5/status/2021656400389136418)  2026-02-11T18:43Z [---] followers, [--] engagements


"💼 AI isnt killing finance but it is pressuring old workflows. Wealth-management stocks sold off after a new AI tool claimed it could generate personalized tax strategies by reading financial documents automatically. $SCHW fell 7% $RJF nearly 9% $LPLA over 8% even as broader markets were steady. Similarly data and analytics providers like $SPGI / $MCO / $FDS are down 20%+ YTD. This looks less like an industry collapse and more like a repricing of labor-heavy processes. If AI can automate document parsing and planning logic high fee structures and staffing models come under scrutiny. The key"  
[X Link](https://x.com/MandhirSingh5/status/2021656571575439620)  2026-02-11T18:44Z [---] followers, [---] engagements


"💼 AI isnt killing finance but it is pressuring old workflows. Wealth-management stocks sold off after a new AI tool claimed it could generate personalized tax strategies by reading financial documents automatically. $SCHW fell 7% $RJF nearly 9% $LPLA over 8% even as broader markets were steady. Similarly data and analytics providers like $SPGI / $MCO / $FDS are down 20%+ YTD. This looks less like an industry collapse and more like a repricing of labor-heavy processes. If AI can automate document parsing and planning logic high fee structures and staffing models come under scrutiny. The key"  
[X Link](https://x.com/MandhirSingh5/status/2021656629519765899)  2026-02-11T18:44Z [---] followers, [---] engagements


"💼 AI isnt killing finance but it is pressuring old workflows. Wealth-management stocks sold off after a new AI tool claimed it could generate personalized tax strategies by reading financial documents automatically. $SCHW fell 7% $RJF nearly 9% $LPLA over 8% even as broader markets were steady. Similarly data and analytics providers like $SPGI / $MCO / $FDS are down 20%+ YTD. This looks less like an industry collapse and more like a repricing of labor-heavy processes. If AI can automate document parsing and planning logic high fee structures and staffing models come under scrutiny. The key"  
[X Link](https://x.com/MandhirSingh5/status/2021656838937190510)  2026-02-11T18:45Z [---] followers, [---] engagements


"🤖 $APP just delivered a beat-and-raise with improving profitability what else does the market want AppLovin posted one of the strongest operating prints in software and AI isnt disrupting the model its becoming part of the solution. AXON keeps expanding bid density and Q1 guidance points to $1.75B revenue with 84% adjusted EBITDA margins. Demand is still the constraint with conversion rates potentially rising as more advertisers onboard. E-commerce is early but scaling fast and generative AI is lowering creative costs and increasing ad volume reinforcing $APPs discovery moat. The extreme"  
[X Link](https://x.com/MandhirSingh5/status/2022002776553685154)  2026-02-12T17:40Z [---] followers, [---] engagements


"🤖 $APP just delivered a beat-and-raise with improving profitability what else does the market want AppLovin posted one of the strongest operating prints in software and AI isnt disrupting the model its becoming part of the solution. AXON keeps expanding bid density and Q1 guidance points to $1.75B revenue with 84% adjusted EBITDA margins. Demand is still the constraint with conversion rates potentially rising as more advertisers onboard. E-commerce is early but scaling fast and generative AI is lowering creative costs and increasing ad volume reinforcing $APPs discovery moat. The extreme"  
[X Link](https://x.com/MandhirSingh5/status/2022003016589860875)  2026-02-12T17:41Z [---] followers, [---] engagements


"⚠ This isnt a restructuring its a retreat. Nissan cutting production sites [--] [--] slashing ex-China capacity 30% and guiding to a $4.2 Billion net loss shows how deep the reset is for legacy autos. But zoom out and even Mercedes is signaling stress. Core car margins are now guided at just 35% vs 5.6% expected with tariffs alone costing [--] Billion and China sales down 20%. Revenue fell 9.2% EBIT more than halved and the company is shifting production to lower-cost regions while targeting a 10% cost cut per vehicle by [----]. When premium OEMs with strong brands are cutting capacity localizing"  
[X Link](https://x.com/MandhirSingh5/status/2022365277464281555)  2026-02-13T17:40Z [---] followers, [--] engagements


"⚠ This isnt a restructuring its a retreat. Nissan cutting production sites [--] [--] slashing ex-China capacity 30% and guiding to a $4.2 Billion net loss shows how deep the reset is for legacy autos. But zoom out and even Mercedes is signaling stress. Core car margins are now guided at just 35% vs 5.6% expected with tariffs alone costing [--] Billion and China sales down 20%. Revenue fell 9.2% EBIT more than halved and the company is shifting production to lower-cost regions while targeting a 10% cost cut per vehicle by [----]. When premium OEMs with strong brands are cutting capacity localizing"  
[X Link](https://x.com/MandhirSingh5/status/2022365381726187750)  2026-02-13T17:40Z [---] followers, [--] engagements


"🤖 $APP just delivered a beat-and-raise with improving profitability what else does the market want AppLovin posted one of the strongest operating prints in software and AI isnt disrupting the model its becoming part of the solution. AXON keeps expanding bid density and Q1 guidance points to $1.75B revenue with 84% adjusted EBITDA margins. Demand is still the constraint with conversion rates potentially rising as more advertisers onboard. E-commerce is early but scaling fast and generative AI is lowering creative costs and increasing ad volume reinforcing $APPs discovery moat. The extreme"  
[X Link](https://x.com/MandhirSingh5/status/2022365598332633148)  2026-02-13T17:41Z [---] followers, [---] engagements


"🌍 Chinese EVs coming to the U.S. looks more like a matter of when not if. Geely which owns Volvo and Zeekr is weighing a U.S. entry within the next few years and could leverage Volvos existing footprint. Its sales and profits are rising and Zeekrs EVs are already competitive globally including supplying vehicles for Waymo testing. If this happens it would add even more pressure on legacy U.S. automakers that have spent years focused on gas vehicles. #ManuInsights https://twitter.com/i/web/status/2009706121737461866 https://twitter.com/i/web/status/2009706121737461866"  
[X Link](https://x.com/MandhirSingh5/status/2009706121737461866)  2026-01-09T19:17Z [---] followers, [--] engagements


"🌍 Chinese EVs coming to the U.S. looks more like a matter of when not if. Geely which owns Volvo and Zeekr is weighing a U.S. entry within the next few years and could leverage Volvos existing footprint. Its sales and profits are rising and Zeekrs EVs are already competitive globally including supplying vehicles for Waymo testing. If this happens it would add even more pressure on legacy U.S. automakers like $GM / $F that have spent years focused on gas vehicles. #ManuInsights https://twitter.com/i/web/status/2009706244005929467 https://twitter.com/i/web/status/2009706244005929467"  
[X Link](https://x.com/MandhirSingh5/status/2009706244005929467)  2026-01-09T19:18Z [---] followers, [--] engagements


"🔍 Execution beats narrative and Googles AI moves show it. $GOOGL is deploying AI-based shopping agents that let retailers embed conversational assistants directly into their sites helping users ask questions (Such as What fits this occasion) compare products and check out effectively turning search intent into purchase signals. Partners like eBay and Walmart are already testing or rolling out these tools which leverage Googles large-scale models and shopping data to drive engagement and conversions. Thats a practical application of AI at scale and plays to Googles strengths in data reach and"  
[X Link](https://x.com/MandhirSingh5/status/2010713099855188315)  2026-01-12T13:58Z [---] followers, [--] engagements


"📦 Drone delivery succeeds when the math works. $WMT is expanding drone delivery to hundreds of additional U.S. stores targeting short-distance small-basket orders that can arrive in [----] minutes. In those cases the economics start to flip as for a handful of items drone delivery can be cheaper than a customer driving 510+ miles round-trip factoring in fuel time and congestion. Drone Delivery wont necessarily replace vans or stores anytime soon but it will optimise specific use cases where speed + cost intersect. When logistics match the problem adoption follows. Advantage $WMT #ManuInsights"  
[X Link](https://x.com/MandhirSingh5/status/2010718754703860004)  2026-01-12T14:21Z [---] followers, [--] engagements


"📦 Drone delivery succeeds when the math works. $WMT is expanding drone delivery to hundreds of additional U.S. stores targeting short-distance small-basket orders that can arrive in [----] minutes. In those cases the economics start to flip as for a handful of items drone delivery can be cheaper than a customer driving 510+ miles round-trip factoring in fuel time and congestion. Drone Delivery wont necessarily replace vans or stores anytime soon but it will optimise specific use cases where speed + cost intersect. When logistics match the problem adoption follows. Advantage $WMT #ManuInsights"  
[X Link](https://x.com/MandhirSingh5/status/2010718939832070591)  2026-01-12T14:22Z [---] followers, [--] engagements


"📦 Drone delivery succeeds when the math works. $WMT is expanding drone delivery to hundreds of additional U.S. stores targeting short-distance small-basket orders that can arrive in [----] minutes. In those cases the economics start to flip as for a handful of items drone delivery can be cheaper than a customer driving 510+ miles round-trip factoring in fuel time and congestion. Drone Delivery wont necessarily replace vans or stores anytime soon but it will optimise specific use cases where speed + cost intersect. When logistics match the problem adoption follows. Advantage $WMT #ManuInsights"  
[X Link](https://x.com/MandhirSingh5/status/2010719120157716607)  2026-01-12T14:22Z [---] followers, [--] engagements


"📦 Drone delivery succeeds when the math works. $WMT is expanding drone delivery to hundreds of additional U.S. stores targeting short-distance small-basket orders that can arrive in [----] minutes. In those cases the economics start to flip as for a handful of items drone delivery can be cheaper than a customer driving 510+ miles round-trip factoring in fuel time and congestion. Drone Delivery wont necessarily replace vans or stores anytime soon but it will optimise specific use cases where speed + cost intersect. When logistics match the problem adoption follows. Advantage $WMT #ManuInsights"  
[X Link](https://x.com/MandhirSingh5/status/2010719208804336015)  2026-01-12T14:23Z [---] followers, [--] engagements


"📉 The job market slowdown is real and AIs rapid capability gains are reshaping where openings and opportunities sit. US job openings have slid toward the lowest levels in [--] years with hiring remaining sluggish even as unemployment ticks down reflecting a low-hire low-fire environment. At the same time a growing number of experienced professionals are taking contracts to train AI systems from dermatologists to journalists sometimes earning up to $250/hour helping models improve. Two trends to watch: [--] Fewer new listings means longer searches and more part-time or gig work for job seekers. 2"  
[X Link](https://x.com/MandhirSingh5/status/2010849773335540210)  2026-01-12T23:02Z [---] followers, [--] engagements


"🚗 Legacy automakers arent just struggling in China theyre being structurally outcompeted. VW $VWAGY and Mercedes $MBGGY show the pattern: global volumes are holding up but China is dragging margins and growth as demand shifts and tariffs bite. In a market thats now EV + software-first (50% of new sales) old advantages like scale and brand matter less. This isnt a cyclical dip. Its the cost of being late to a category change. #ManuInsights https://twitter.com/i/web/status/2011063099139207413 https://twitter.com/i/web/status/2011063099139207413"  
[X Link](https://x.com/MandhirSingh5/status/2011063099139207413)  2026-01-13T13:09Z [---] followers, [--] engagements


"🚗 Legacy automakers arent just struggling in China theyre being structurally outcompeted. VW $VWAGY and Mercedes $MBGGY show the pattern: global volumes are holding up but China is dragging margins and growth as demand shifts and tariffs bite. In a market thats now EV + software-first (50% of new sales) old advantages like scale and brand matter less. This isnt a cyclical dip. Its the cost of being late to a category change. #ManuInsights Stocks making the biggest moves premarket: L3Harris JPMorgan Delta Intel AMD and more https://t.co/dG2V6LI62x Stocks making the biggest moves premarket:"  
[X Link](https://x.com/MandhirSingh5/status/2011063283105546244)  2026-01-13T13:10Z [---] followers, [--] engagements


"🚗 Legacy automakers arent just struggling in China theyre being structurally outcompeted. VW $VWAGY and Mercedes $MBGGY show the pattern: global volumes are holding up but China is dragging margins and growth as demand shifts and tariffs bite. In a market thats now EV + software-first (50% of new sales) old advantages like scale and brand matter less. This isnt a cyclical dip. Its the cost of being late to a category change. #ManuInsights https://twitter.com/i/web/status/2011063381529133411 https://twitter.com/i/web/status/2011063381529133411"  
[X Link](https://x.com/MandhirSingh5/status/2011063381529133411)  2026-01-13T13:10Z [---] followers, [--] engagements


"🚗 Legacy automakers arent just struggling in China theyre being structurally outcompeted. VW $VWAGY and Mercedes $MBGGY show the pattern: global volumes are holding up but China is dragging margins and growth as demand shifts and tariffs bite. In a market thats now EV + software-first (50% of new sales) old advantages like scale and brand matter less. This isnt a cyclical dip. Its the cost of being late to a category change. Advantage $TSLA #ManuInsights Tesla Stock Rises. The Case to Be Tactically Constructive on the Shares. https://t.co/XJuVYwKhh7 Tesla Stock Rises. The Case to Be"  
[X Link](https://x.com/MandhirSingh5/status/2011064265893990581)  2026-01-13T13:14Z [---] followers, [--] engagements


"🎬 $WBD soap opera is getting more financial than creative. $PSKY is pushing a hostile bid + threatening to sue over the $NFLX deal but the leverage is the tell: 9x debt/EBITDA at close (per the discussion) + a 1-year runway where a lot can happen and creditors can get nervous. Meanwhile $NFLX is mostly just waiting bc the boards core concern isnt price its financing certainty. Also worth noting: a Paramount+WBD combo likely means bigger synergies = more job losses while Netflix owning a studio would still have incentive to keep theatrical alive since those movies perform best later on"  
[X Link](https://x.com/MandhirSingh5/status/2011147236147667299)  2026-01-13T18:44Z [---] followers, [---] engagements


"🎬 $WBD soap opera is getting more financial than creative. $PSKY is pushing a hostile bid + threatening to sue over the $NFLX deal but the leverage is the tell: 9x debt/EBITDA at close (per the discussion) + a 1-year runway where a lot can happen and creditors can get nervous. Meanwhile $NFLX is mostly just waiting bc the boards core concern isnt price its financing certainty. Also worth noting: a Paramount+WBD combo likely means bigger synergies = more job losses while Netflix owning a studio would still have incentive to keep theatrical alive since those movies perform best later on"  
[X Link](https://x.com/MandhirSingh5/status/2011147370453438672)  2026-01-13T18:44Z [---] followers, [---] engagements


"💵 Cash and certainty are a winning combo for media M&A and that favors $NFLX. Netflixs bid for $WBD studio + streaming assets is about taking the crown jewels without the baggage. An all-cash structure shortens the path to close and avoids the leverage and complexity that have sunk plenty of media deals. By contrast $PSKYs $30/share hostile bid relies more on financing public pressure proxy threats and litigation more noise more risk. Winning headlines isnt the same as closing a deal. This is shaping up as certainty vs. complexity. In M&A time and leverage usually work against you which"  
[X Link](https://x.com/MandhirSingh5/status/2011429068063850865)  2026-01-14T13:23Z [---] followers, [--] engagements


"🏈🤖 #OpenAI buying Super Bowl ads is a choice. And not a good one. If youre trying to win power users + enterprises advertisement spend moat. The real comp isnt runtime but benchmarks reliability tool depth and execution speed. A 30-sec spot in the Big Game can run $7 Million+ and its their 2nd straight year leaning into mass-market marketing as the AI for everyone race heats up. Brand helps at the margin. Product wins the decade. Open AI is playing the wrong game. #ManuInsights https://twitter.com/i/web/status/2011443533920563711 https://twitter.com/i/web/status/2011443533920563711"  
[X Link](https://x.com/MandhirSingh5/status/2011443533920563711)  2026-01-14T14:21Z [---] followers, [--] engagements


"🏈🤖 #OpenAI buying Super Bowl ads is a choice. And not a good one. If youre trying to win power users + enterprises advertisement spend moat. The real comp isnt runtime but benchmarks reliability tool depth and execution speed. A 30-sec spot in the Big Game can run $7 Million+ and its their 2nd straight year leaning into mass-market marketing as the AI for everyone race heats up. Brand helps at the margin. Product wins the decade. Open AI is playing the wrong game. #ManuInsights Here are Wednesday's biggest analyst calls: Nvidia Apple Netflix Amazon AppLovin Microsoft & more"  
[X Link](https://x.com/MandhirSingh5/status/2011443661532225764)  2026-01-14T14:21Z [---] followers, [--] engagements


"💵 Cash and certainty are a winning combo for media M&A and that favors $NFLX. Netflixs bid for $WBD studio + streaming assets is about taking the crown jewels without the baggage. An all-cash structure shortens the path to close and avoids the leverage and complexity that have sunk plenty of media deals. By contrast $PSKYs $30/share hostile bid relies more on financing public pressure proxy threats and litigation more noise more risk. Winning headlines isnt the same as closing a deal. This is shaping up as certainty vs. complexity. In M&A time and leverage usually work against you which"  
[X Link](https://x.com/MandhirSingh5/status/2011443773390115093)  2026-01-14T14:22Z [---] followers, [---] engagements


"🧠 The peak AI talk keeps losing strength. $TSM just posted a strong quarter with profits up 35% YoY and revenue up 20% driven by continued demand for advanced nodes tied to AI. The company is also guiding higher (next quarter 30%+ growth) and planning a step-up in capex next year. When the core foundry in the AI supply chain is still investing and accelerating (positive second derivative) its hard to argue the cycle is over. Positive for $NVDA $ASML $KLAC $AMAT $LRCX etc. #ManuInsights https://twitter.com/i/web/status/2011793792228085956 https://twitter.com/i/web/status/2011793792228085956"  
[X Link](https://x.com/MandhirSingh5/status/2011793792228085956)  2026-01-15T13:33Z [---] followers, [--] engagements


"🧠 The peak AI talk keeps losing strength. $TSM just posted a strong quarter with profits up 35% YoY and revenue up 20% driven by continued demand for advanced nodes tied to AI. The company is also guiding higher (next quarter 30%+ growth) and planning a step-up in capex next year. When the core foundry in the AI supply chain is still investing and accelerating (positive second derivative) its hard to argue the cycle is over. Positive for $NVDA $ASML $KLAC $AMAT $LRCX etc. #ManuInsights Stocks making the biggest moves premarket: Taiwan Semiconductor ASML BlackRock and more"  
[X Link](https://x.com/MandhirSingh5/status/2011793867973005456)  2026-01-15T13:33Z [---] followers, [--] engagements


"🧠 The peak AI talk keeps losing strength. $TSM just posted a strong quarter with profits up 35% YoY and revenue up 20% driven by continued demand for advanced nodes tied to AI. The company is also guiding higher (next quarter 30%+ growth) and planning a step-up in capex next year. When the core foundry in the AI supply chain is still investing and accelerating (positive second derivative) its hard to argue the cycle is over. Positive for $NVDA $ASML $KLAC $AMAT $LRCX etc. #ManuInsights PreMarket Playbook LIVE January 15th [----] https://t.co/xtmMsmkjYo PreMarket Playbook LIVE January 15th 2026"  
[X Link](https://x.com/MandhirSingh5/status/2011793960751042708)  2026-01-15T13:33Z [---] followers, [--] engagements


"⚡ AI demand isnt slowing $TSMs earnings confirm it. The real bottleneck (and opportunity) is the power grid. Data centers dont add normal load. Utilities are seeing 100MW+ requests at a time essentially a small city coming online overnight. GPUs arent the constraint anymore; its interconnects transformers and switchgear with lead times stretching into multi-year backlogs as upgrades happen all at once. Thats why some of the real winners may be the boring ones: grid buildout electrical EPC and power delivery hardware. Names levered to this squeeze include $PWR $POWL and $STRL. #ManuInsights"  
[X Link](https://x.com/MandhirSingh5/status/2011810577698431462)  2026-01-15T14:39Z [---] followers, [--] engagements


"⚡ AI demand isnt slowing $TSMs earnings confirm it. The real bottleneck (and opportunity) is the power grid. Data centers dont add normal load. Utilities are seeing 100MW+ requests at a time essentially a small city coming online overnight. GPUs arent the constraint anymore; its interconnects transformers and switchgear with lead times stretching into multi-year backlogs as upgrades happen all at once. Thats why some of the real winners may be the boring ones: grid buildout electrical EPC and power delivery hardware. Names levered to this squeeze include $PWR $POWL and $STRL. #ManuInsights"  
[X Link](https://x.com/MandhirSingh5/status/2011810921623040314)  2026-01-15T14:41Z [---] followers, [--] engagements


"⚡ AI demand isnt slowing $TSMs earnings confirm it. The real bottleneck (and opportunity) is the power grid. Data centers dont add normal load. Utilities are seeing 100MW+ requests at a time essentially a small city coming online overnight. GPUs arent the constraint anymore; its interconnects transformers and switchgear with lead times stretching into multi-year backlogs as upgrades happen all at once. Thats why some of the real winners may be the boring ones: grid buildout electrical EPC and power delivery hardware. Names levered to this squeeze include $PWR $POWL and $STRL. #ManuInsights"  
[X Link](https://x.com/MandhirSingh5/status/2011811059477233674)  2026-01-15T14:41Z [---] followers, [--] engagements


"🔥 $TSM s latest capex and guidance push back hard on the peak AI narrative. Key is that management said this spending follows months of customer checks. TSMC just guided $5256B of capex for [----] up 2737% YoY after a record Q4 [----] where net profit rose 35% and revenue grew 20.5% driven by demand from Nvidia Google and Apple. Roughly 1020% of capex is going into advanced packaging a key bottleneck limiting AI systems from shipping at scale. This looks less like a bubble and more like the AI supply chain entering expansion mode. #ManuInsights"  
[X Link](https://x.com/MandhirSingh5/status/2012167637153775988)  2026-01-16T14:18Z [---] followers, [--] engagements


"🔥 $TSM s latest capex and guidance push back hard on the peak AI narrative. Key is that management said this spending follows months of customer checks. TSMC just guided $5256B of capex for [----] up 2737% YoY after a record Q4 [----] where net profit rose 35% and revenue grew 20.5% driven by demand from Nvidia Google and Apple. Roughly 1020% of capex is going into advanced packaging a key bottleneck limiting AI systems from shipping at scale. This looks less like a bubble and more like the AI supply chain entering expansion mode. #ManuInsights Here are Friday's biggest analyst calls: Nvidia"  
[X Link](https://x.com/MandhirSingh5/status/2012167733060755560)  2026-01-16T14:19Z [---] followers, [--] engagements


"🔥 $TSM s latest capex and guidance push back hard on the peak AI narrative. Key is that management said this spending follows months of customer checks. TSMC just guided $5256B of capex for [----] up 2737% YoY after a record Q4 [----] where net profit rose 35% and revenue grew 20.5% driven by demand from Nvidia Google and Apple. Roughly 1020% of capex is going into advanced packaging a key bottleneck limiting AI systems from shipping at scale. This looks less like a bubble and more like the AI supply chain entering expansion mode. #ManuInsights TSMC Plans to Spend $56 Billion. Why Its"  
[X Link](https://x.com/MandhirSingh5/status/2012167859363868777)  2026-01-16T14:19Z [---] followers, [--] engagements


"🔥 $TSM s latest capex and guidance push back hard on the peak AI narrative. Key is that management said this spending follows months of customer checks. TSMC just guided $5256B of capex for [----] up 2737% YoY after a record Q4 [----] where net profit rose 35% and revenue grew 20.5% driven by demand from Nvidia Google and Apple. Roughly 1020% of capex is going into advanced packaging a key bottleneck limiting AI systems from shipping at scale. This looks less like a bubble and more like the AI supply chain entering expansion mode. #ManuInsights Is the TSMC CEO afraid of the competition from"  
[X Link](https://x.com/MandhirSingh5/status/2012167982319816924)  2026-01-16T14:20Z [---] followers, [--] engagements


"7/ The Northern Sea Route (NSR) adds a commercial-strategic dimension. As Arctic ice retreats the NSR a maritime shortcut between Europe and East Asia has become usable for longer periods each year. It cuts shipping distances from roughly [----------] miles to [--------] miles compressing time cost and supply chains"  
[X Link](https://x.com/MandhirSingh5/status/2013266210570256442)  2026-01-19T15:04Z [---] followers, [--] engagements


"8/ Control of the NSR therefore matters beyond trade. Whoever monitors and secures this corridor gains leverage over global logistics energy flows and crisis-time resupply blurring the line between commercial shipping and strategic mobility"  
[X Link](https://x.com/MandhirSingh5/status/2013266211929293223)  2026-01-19T15:04Z [---] followers, [--] engagements


"10/ In this context Greenland is about denial not conquest. It prevents adversaries from gaining a platform near North America and from dominating emerging Arctic corridors. Deterrence rests on preparing for unlikely but high-impact scenarios history offers ample warning"  
[X Link](https://x.com/MandhirSingh5/status/2013266214814961916)  2026-01-19T15:04Z [---] followers, [--] engagements


"11/ China recognised this before Washington fully re-engaged. Beijing expanded economic ties pursued infrastructure access and targeted Greenlands mineral resources. Europe by contrast underinvested in Greenlands defence for years leaving gaps that became strategically visible as the Arctics importance grew. https://twitter.com/i/web/status/2013266216433951058 https://twitter.com/i/web/status/2013266216433951058"  
[X Link](https://x.com/MandhirSingh5/status/2013266216433951058)  2026-01-19T15:04Z [---] followers, [--] engagements


"🏗 Commercial builders are seeing it clearly: growth is in data centers. Nonresidential construction is mostly flat but data center builds are still growing fast driven by massive electrical needs like substations generators and grid upgrades. These projects are big expensive and increasingly common. AI demand isnt just chips its concrete copper switchgear and labor which keeps grid and EPC players likw $PWR $POWL $STRL busy. #ManuInsights https://twitter.com/i/web/status/2013618181529571744 https://twitter.com/i/web/status/2013618181529571744"  
[X Link](https://x.com/MandhirSingh5/status/2013618181529571744)  2026-01-20T14:22Z [---] followers, [--] engagements


"🏗 Commercial builders are seeing it clearly: growth is in data centers. Nonresidential construction is mostly flat but data center builds are still growing fast driven by massive electrical needs like substations generators and grid upgrades. These projects are big expensive and increasingly common. AI demand isnt just chips its concrete copper switchgear and labor which keeps grid and EPC players like $PWR $POWL $STRL busy. #ManuInsights Amazon CEO Jassy says Trump's tariffs have started to 'creep' into prices https://t.co/pvXGdUghoB Amazon CEO Jassy says Trump's tariffs have started to"  
[X Link](https://x.com/MandhirSingh5/status/2013618475378319432)  2026-01-20T14:23Z [---] followers, [--] engagements


"🏗 Commercial builders are seeing it clearly: growth is in data centers. Nonresidential construction is mostly flat but data center builds are still growing fast driven by massive electrical needs like substations generators and grid upgrades. These projects are big expensive and increasingly common. AI demand isnt just chips its concrete copper switchgear and labor which keeps grid and EPC players likw $PWR $POWL $STRL busy. #ManuInsights Albemarle Stock Falls Despite Upgrade Rising Lithium Prices https://t.co/sxlYbPQloJ Albemarle Stock Falls Despite Upgrade Rising Lithium Prices"  
[X Link](https://x.com/MandhirSingh5/status/2013618765737472510)  2026-01-20T14:24Z [---] followers, [--] engagements


"🏗 Commercial builders are seeing it clearly: growth is in data centers. Nonresidential construction is mostly flat but data center builds are still growing fast driven by massive electrical needs like substations generators and grid upgrades. These projects are big expensive and increasingly common. AI demand isnt just chips its concrete copper switchgear and labor which keeps grid and EPC players likw $PWR $POWL $STRL busy. #ManuInsights A viral moment from a few years ago still pops up as a reminder of how quickly internet outrage can spiral. Jamie Lynn Spears best known for Zoey [---] and"  
[X Link](https://x.com/MandhirSingh5/status/2013618963972854106)  2026-01-20T14:25Z [---] followers, [--] engagements


"🧠 Anthropics CEO is basically saying the quiet part out loud. AI wont just reduce employment its likely to redistribute power + income first. The pitch is simple if AI drives productivity up but concentrates gains in a few firms governments may need mechanisms to share upside (think training pipelines safety nets universal basic income maybe even windfal style frameworks). Net Net AIs economic story isnt just innovation its who captures the surplus. #ManuInsights https://twitter.com/i/web/status/2013980233716695136 https://twitter.com/i/web/status/2013980233716695136"  
[X Link](https://x.com/MandhirSingh5/status/2013980233716695136)  2026-01-21T14:21Z [---] followers, [--] engagements


"🧠 Anthropics CEO is basically saying the quiet part out loud. AI wont just reduce employment its likely to redistribute power + income first. The pitch is simple if AI drives productivity up but concentrates gains in a few firms governments may need mechanisms to share upside (think training pipelines safety nets universal basic income maybe even windfal style frameworks). Net Net AIs economic story isnt just innovation its who captures the surplus. #ManuInsights YouTube chief says 'managing AI slop' is a priority for [----] https://t.co/MU0Pr6BIWz YouTube chief says 'managing AI slop' is a"  
[X Link](https://x.com/MandhirSingh5/status/2013980362804736405)  2026-01-21T14:21Z [---] followers, [--] engagements


"🧠 Anthropics CEO is basically saying the quiet part out loud. AI wont just reduce employment its likely to redistribute power + income first. The pitch is simple if AI drives productivity up but concentrates gains in a few firms governments may need mechanisms to share upside (think training pipelines safety nets universal basic income maybe even windfal style frameworks). Net Net AIs economic story isnt just innovation its who captures the surplus. #ManuInsights Trump AI czar Sacks calls California wealth tax an asset seizure and 'scary direction' for U.S. https://t.co/377RqrCeLW Trump AI"  
[X Link](https://x.com/MandhirSingh5/status/2013980433109692543)  2026-01-21T14:22Z [---] followers, [--] engagements


"🎬 $NFLX just did what the best managers do it beat Q4 + guided Q1 prudently not euphorically. The fourth quarter print look solid (The company reported revenues of around $12.60 Billion / and $0.56 of EPS) while the stocks reaction is mostly about tempering near-term expectations rather than a demand cliff. Also in streaming starting conservative is usually bullish bc it keeps the beat + raise loop alive through the year. And with the $WBD headline noise (all cash offer from Netflix) still floating around cautious guidance reads more like risk management than growth fatigue. #ManuInsights"  
[X Link](https://x.com/MandhirSingh5/status/2013981008207475153)  2026-01-21T14:24Z [---] followers, [--] engagements


"🎬 $NFLX just did what the best managers do it beat Q4 + guided Q1 prudently not euphorically. The fourth quarter print look solid (The company reported revenues of around $12.60 Billion / and $0.56 of EPS) while the stocks reaction is mostly about tempering near-term expectations rather than a demand cliff. Also in streaming starting conservative is usually bullish bc it keeps the beat + raise loop alive through the year. And with the $WBD headline noise (all cash offer from Netflix) still floating around cautious guidance reads more like risk management than growth fatigue. #ManuInsights"  
[X Link](https://x.com/MandhirSingh5/status/2013981231088595444)  2026-01-21T14:25Z [---] followers, [--] engagements


"🎬 $NFLX just did what the best managers do it beat Q4 + guided Q1 prudently not euphorically. The fourth quarter print look solid (The company reported revenues of around $12.60 Billion / and $0.56 of EPS) while the stocks reaction is mostly about tempering near-term expectations rather than a demand cliff. Also in streaming starting conservative is usually bullish bc it keeps the beat + raise loop alive through the year. And with the $WBD headline noise (all cash offer from Netflix) still floating around cautious guidance reads more like risk management than growth fatigue. #ManuInsights"  
[X Link](https://x.com/MandhirSingh5/status/2013981306460254332)  2026-01-21T14:25Z [---] followers, [--] engagements


"🎬 $NFLX just did what the best managers do it beat Q4 + guided Q1 prudently not euphorically. The fourth quarter print look solid (The company reported revenues of around $12.60 Billion / and $0.56 of EPS) while the stocks reaction is mostly about tempering near-term expectations rather than a demand cliff. Also in streaming starting conservative is usually bullish bc it keeps the beat + raise loop alive through the year. And with the $WBD headline noise (all cash offer from Netflix) still floating around cautious guidance reads more like risk management than growth fatigue. #ManuInsights"  
[X Link](https://x.com/MandhirSingh5/status/2013981436055834929)  2026-01-21T14:26Z [---] followers, [--] engagements


"Underperformed in the short windows VolatileYes. A chronic underperformer Not even close. (don't even try a [--] yr chart.) Tesla Stock Is a Chronic Underperformer. What That Means for Investors. https://t.co/UyZ6kNr18I Tesla Stock Is a Chronic Underperformer. What That Means for Investors. https://t.co/UyZ6kNr18I"  
[X Link](https://x.com/MandhirSingh5/status/2014696784518394292)  2026-01-23T13:48Z [---] followers, [--] engagements


"🧵 $LULU looks like it has an alignment problem at the top. Founder Chip Wilson is again criticizing the board and product direction which usually signals internal friction. When leadership attention turns inward instead of toward innovation and execution the company often struggles. Strong brands dont run on nostalgia they need clear leadership and operators. Avoid $LULU till they get a capable CEO. #ManuInsights https://twitter.com/i/web/status/2014771614697849076 https://twitter.com/i/web/status/2014771614697849076"  
[X Link](https://x.com/MandhirSingh5/status/2014771614697849076)  2026-01-23T18:46Z [---] followers, [---] engagements


"🤖 CEOs say AI boosts efficiency. Many employees feel it mostly adds more work. Surveys show workers remain skeptical about near-term productivity gains even as executives point to hours saved. Part of that gap is incentives companies see AI as a way to do more with fewer people while employees focus on protecting their roles. Over time the productivity gains are likely real and probably closer to managements view but the transition is uneven and uncomfortable. #ManuInsights https://twitter.com/i/web/status/2014813893416386591 https://twitter.com/i/web/status/2014813893416386591"  
[X Link](https://x.com/MandhirSingh5/status/2014813893416386591)  2026-01-23T21:34Z [---] followers, [--] engagements


"🤖 "AI kills software sounds dramatic but this looks more like a reset for companies like $NOW and $APP. Big software names are down not because software is obsolete but because build times are shrinking budgets are tighter and pricing power is under pressure as customers experiment with AI tools. Seat growth may slow near term but agentic AI and virtual co-workers are likely to replace those seats especially for the enterprise market and theyll probably be delivered by the same software incumbents. This feels less like an ending and more like consolidation/adjustment. #ManuInsights"  
[X Link](https://x.com/MandhirSingh5/status/2015783798349181119)  2026-01-26T13:48Z [---] followers, [--] engagements


"🤖 "AI kills software sounds dramatic but this looks more like a reset for companies like $NOW and $APP. Big software names are down not because software is obsolete but because build times are shrinking budgets are tighter and pricing power is under pressure as customers experiment with AI tools. Seat growth may slow near term but agentic AI and virtual co-workers are likely to replace those seats especially for the enterprise market and theyll probably be delivered by the same software incumbents. This feels less like an ending and more like consolidation/adjustment. #ManuInsights Here are"  
[X Link](https://x.com/MandhirSingh5/status/2015783879295021307)  2026-01-26T13:48Z [---] followers, [---] engagements


"🤖 "AI kills software sounds dramatic but this looks more like a reset for companies like $NOW and $APP. Big software names are down not because software is obsolete but because build times are shrinking budgets are tighter and pricing power is under pressure as customers experiment with AI tools. Seat growth may slow near term but agentic AI and virtual co-workers are likely to replace those seats especially for the enterprise market and theyll probably be delivered by the same software incumbents. This feels less like an ending and more like consolidation/adjustment. #ManuInsights PreMarket"  
[X Link](https://x.com/MandhirSingh5/status/2015783997297590646)  2026-01-26T13:48Z [---] followers, [---] engagements


"🤖 "AI kills software sounds dramatic but this looks more like a reset for companies like $NOW and $APP. Big software names are down not because software is obsolete but because build times are shrinking budgets are tighter and pricing power is under pressure as customers experiment with AI tools. Seat growth may slow near term but agentic AI and virtual co-workers are likely to replace those seats especially for the enterprise market and theyll probably be delivered by the same software incumbents. This feels less like an ending and more like consolidation/adjustment. #ManuInsights CoreWeave"  
[X Link](https://x.com/MandhirSingh5/status/2015784129896276380)  2026-01-26T13:49Z [---] followers, [---] engagements


"📉 Intels recent pop feels driven more by optimism than execution. The issue isnt AI demand its Intels ability to capture it. The company has yet to secure meaningful customers for its new AI chips even as it deemphasizes reliance on its CPU business. That leaves Intel in an awkward position: limited traction where demand is strongest and greater exposure where demand is weaker. Supply and yield constraints persist margins remain under pressure and recent positives read more like defensive steps than leadership. The real question is whether Intel can realistically compete. #ManuInsights"  
[X Link](https://x.com/MandhirSingh5/status/2015897533634248923)  2026-01-26T21:20Z [---] followers, [--] engagements


"🚗 Tariffs are supposed to keep competition out instead theyve given Chinese EV makers a reason to move in. [--] Under pressure the EU slapped levies on Chinese auto imports but the result is exactly what the legacy players feared. [--] @Xiaomi is now building EV manufacturing in Europe by [----] and launching new models (YU7 / SU7) to localize production & dodge tariffs. [--] The tactic is to produce in Europe sell in Europe rendering import barriers moot and undercutting domestic brands on cost + innovation. Tariffs only delay disruption. The real danger for legacy auto that their protection measures"  
[X Link](https://x.com/MandhirSingh5/status/1971255627101143511)  2025-09-25T16:49Z [---] followers, [--] engagements


"🚗 Tariffs are supposed to keep competition out instead theyve given Chinese EV makers a reason to move in. [--] Under pressure the EU slapped levies on Chinese auto imports but the result is exactly what the legacy players feared. [--] @Xiaomi is now building EV manufacturing in Europe by [----] and launching new models (YU7 / SU7) to localize production & dodge tariffs. [--] The tactic is to produce in Europe sell in Europe rendering import barriers moot and undercutting domestic brands on cost + innovation. Tariffs only delay disruption. The real danger for legacy auto that their protection measures"  
[X Link](https://x.com/MandhirSingh5/status/1971262114653405271)  2025-09-25T17:14Z [---] followers, [--] engagements


"🔁 If this were just a circular deal Nvidia wouldnt be committing real long term capital. Nvidia is putting another $2B into CoreWeave increasing its stake and helping secure land and power for large-scale AI data centers. Despite recent skepticism around CoreWeave its bonds have rallied signaling improved confidence. This looks less like financial engineering and more like Nvidia using its cash flow to support a key partner validate its AI stack and secure long-term demand as AI infrastructure scales. #ManuInsights https://twitter.com/i/web/status/2016141523763503581"  
[X Link](https://x.com/MandhirSingh5/status/2016141523763503581)  2026-01-27T13:29Z [---] followers, [--] engagements


"✈ Boeings issue isnt demand its execution. The order book is full but backlog only creates value if deliveries and cash flow follow. $BA is coming off a year of negative free cash flow and is guiding to just $13B in [----] well below longer-term targets. Production is improving but slowly and execution risks remain. This is meant to be a recovery story but the pace is uneven and hard for investors to underwrite. For now avoid $BA. Results need to lead not the spreadsheet. #ManuInsights Boeing CEO: "We made significant progress on our recovery in [----] and have set the foundation to keep our"  
[X Link](https://x.com/MandhirSingh5/status/2016266121981390977)  2026-01-27T21:44Z [---] followers, [--] engagements


"🧪 AI venture capital is drifting from products to promises. Money is flowing into small neolabs research-heavy teams with big checks and little near-term revenue largely on the hope one becomes the next OpenAI. That shift reflects a tougher backdrop: PE and VC returns have lagged public markets pushing investors toward other asset classes including passive investing. A few labs may break through but most research will be incremental not investable. Long timelines high burn and no cash flow skew the risk-reward. The real question isnt whether one wins its how much capital gets written off"  
[X Link](https://x.com/MandhirSingh5/status/2016574926786814065)  2026-01-28T18:11Z [---] followers, [--] engagements


"🧪 AI venture capital is drifting from products to promises. Money is flowing into small neolabs research-heavy teams with big checks and little near-term revenue largely on the hope one becomes the next OpenAI. That shift reflects a tougher backdrop: PE and VC returns have lagged public markets pushing investors toward other asset classes including passive investing. A few labs may break through but most research will be incremental not investable. Long timelines high burn and no cash flow skew the risk-reward. The real question isnt whether one wins its how much capital gets written off"  
[X Link](https://x.com/MandhirSingh5/status/2016575332174737512)  2026-01-28T18:13Z [---] followers, [--] engagements


"🧠 ASMLs message is simple demand is real. Q4 orders hit [----] Billion which is [--] the expectations and thats not pull-forward noise either. Customers are locking in EUV capacity on the back of sustained AI demand and management was clear that this isnt a short-cycle bump. That shows up in guidance. The [----] sales range of [----] Billion puts the midpoint above Street and marks a shift from last years uncertainty. China demand is continuing to fade but AI infra and leading-edge logic more than offset it. When orders lead by this much the cycle usually still has room to run. #ManuInsights 🔵"  
[X Link](https://x.com/MandhirSingh5/status/2016576192497750437)  2026-01-28T18:16Z [---] followers, [--] engagements


"🚗 GMs problem is credibility and follow-through. $GM raised guidance and the stock bounced but the context matters. [----] cash flow came in about $3B below original targets and the EV pivot has already cost roughly $19B in charges. Buybacks ($23 Billion since late 23) and a dividend hike are doing the narrative work not operating momentum. Tariffs remain a $34 Billion overhang EV demand is being walked back and long-term strategy keeps shifting. This quarter was fine but beating lowered expectations isnt long term alpha. Avoid the stock. #ManuInsights"  
[X Link](https://x.com/MandhirSingh5/status/2016588968205144301)  2026-01-28T19:07Z [---] followers, [--] engagements


"🚗 GMs problem is credibility and follow-through. $GM raised guidance and the stock bounced but the context matters. [----] cash flow came in about $3B below original targets and the EV pivot has already cost roughly $19B in charges. Buybacks ($23 Billion since late 23) and a dividend hike are doing the narrative work not operating momentum. Tariffs remain a $34 Billion overhang EV demand is being walked back and long-term strategy keeps shifting. This quarter was fine but beating lowered expectations isnt long term alpha. Avoid the stock. #ManuInsights The key things Wall Street is looking for"  
[X Link](https://x.com/MandhirSingh5/status/2016589217623576615)  2026-01-28T19:08Z [---] followers, [--] engagements


"🚗 Teslas quarter looks weak in the rear-view but the forward picture matters more. EV deliveries and revenue were down but $TSLA still beat EPS generated $1.4B in free cash flow and grew FSD subscriptions 38% to 1.1M users. Energy storage and services continue to grow and margins held steady despite pricing pressure. More importantly Tesla is investing heavily in [----] on autonomy robotaxi Optimus and AI compute and those are all on track. This is less about near-term EV volumes and more about whether those investments compound for long-term investors. #ManuInsights"  
[X Link](https://x.com/MandhirSingh5/status/2016865606260101278)  2026-01-29T13:26Z [---] followers, [--] engagements


"🚗 Teslas quarter looks weak in the rear-view but the forward picture matters more. EV deliveries and revenue were down but $TSLA still beat EPS generated $1.4B in free cash flow and grew FSD subscriptions 38% to 1.1M users. Energy storage and services continue to grow and margins held steady despite pricing pressure. More importantly Tesla is investing heavily in [----] on autonomy robotaxi Optimus and AI compute and those are all on track. This is less about near-term EV volumes and more about whether those investments compound for long-term investors. #ManuInsights What tariffs Toyota hits"  
[X Link](https://x.com/MandhirSingh5/status/2016865850150531167)  2026-01-29T13:27Z [---] followers, [--] engagements


"🚗 Teslas quarter looks weak in the rear-view but the forward picture matters more. EV deliveries and revenue were down but $TSLA still beat EPS generated $1.4B in free cash flow and grew FSD subscriptions 38% to 1.1M users. Energy storage and services continue to grow and margins held steady despite pricing pressure. More importantly Tesla is investing heavily in [----] on autonomy robotaxi Optimus and AI compute and those are all on track. This is less about near-term EV volumes and more about whether those investments compound for long-term investors. #ManuInsights These Stocks Are Todays"  
[X Link](https://x.com/MandhirSingh5/status/2016865994568859694)  2026-01-29T13:28Z [---] followers, [--] engagements


"🚗 Teslas quarter looks weak in the rear-view but the forward picture matters more. EV deliveries and revenue were down but $TSLA still beat EPS generated $1.4B in free cash flow and grew FSD subscriptions 38% to 1.1M users. Energy storage and services continue to grow and margins held steady despite pricing pressure. More importantly Tesla is investing heavily in [----] on autonomy robotaxi Optimus and AI compute and those are all on track. This is less about near-term EV volumes and more about whether those investments compound for long-term investors. #ManuInsights Tesla Stock Climbs After"  
[X Link](https://x.com/MandhirSingh5/status/2016866111468224757)  2026-01-29T13:28Z [---] followers, [--] engagements


"📈 As patent cliff and price pressure mounts M&A isnt disappearing and is only just accelerating. Good for smaller med/medtech players like - $MIRM / $ARGX / $TMDX / etc. Big pharma faces a significant revenue challenge as blockbuster patents expire in the coming years analysts estimate roughly $170 Billion$180 Billion of sales at risk from patent cliffs over the next few years including major drugs losing exclusivity. That revenue gap is already prompting deal-making as companies are writing larger cheques and eyeing biotech targets to replenish pipelines with both late-stage assets and"  
[X Link](https://x.com/MandhirSingh5/status/2009629536455995876)  2026-01-09T14:13Z [---] followers, [---] engagements


"📈 As patent cliff and price pressure mounts M&A isnt disappearing and is only just accelerating. Good for smaller med/medtech players like - $MIRM / $ARGX / $TMDX / etc. Big pharma faces a significant revenue challenge as blockbuster patents expire in the coming years analysts estimate roughly $170 Billion$180 Billion of sales at risk from patent cliffs over the next few years including major drugs losing exclusivity. That revenue gap is already prompting deal-making as companies are writing larger cheques and eyeing biotech targets to replenish pipelines with both late-stage assets and"  
[X Link](https://x.com/MandhirSingh5/status/2009629592370266373)  2026-01-09T14:13Z [---] followers, [---] engagements


"📈 As patent cliff and price pressure mounts M&A isnt disappearing and is only just accelerating. Good for smaller med/medtech players like - $MIRM / $ARGX / $TMDX / etc. Big pharma faces a significant revenue challenge as blockbuster patents expire in the coming years analysts estimate roughly $170 Billion$180 Billion of sales at risk from patent cliffs over the next few years including major drugs losing exclusivity. That revenue gap is already prompting deal-making as companies are writing larger cheques and eyeing biotech targets to replenish pipelines with both late-stage assets and"  
[X Link](https://x.com/MandhirSingh5/status/2009629648351543716)  2026-01-09T14:13Z [---] followers, [--] engagements


"📈 As patent cliff and price pressure mounts M&A isnt disappearing and is only just accelerating. Good for smaller med/medtech players like - $MIRM / $ARGX / $TMDX / etc. Big pharma faces a significant revenue challenge as blockbuster patents expire in the coming years analysts estimate roughly $170 Billion$180 Billion of sales at risk from patent cliffs over the next few years including major drugs losing exclusivity. That revenue gap is already prompting deal-making as companies are writing larger cheques and eyeing biotech targets to replenish pipelines with both late-stage assets and"  
[X Link](https://x.com/MandhirSingh5/status/2009630260900331955)  2026-01-09T14:16Z [---] followers, [--] engagements


"🚀 China approving Nvidias H200 chips is a quiet positive for the AI cycle. Beijing has cleared purchases of Nvidias H200 accelerators for several Chinese customers easing a key export bottleneck. That suggests AI demand is strong enough to bend policy not the other way around. It extends the global AI runway rather than shrinking it with upside for core infrastructure players like $NVDA (and downstream software tied to chip shipments). In a world where compute demand still outpaces supply this is another sign the AI buildout has legs. #ManuInsights"  
[X Link](https://x.com/MandhirSingh5/status/2018328776090714348)  2026-02-02T14:20Z [---] followers, [--] engagements


"🚀 China approving Nvidias H200 chips is a quiet positive for the AI cycle. Beijing has cleared purchases of Nvidias H200 accelerators for several Chinese customers easing a key export bottleneck. That suggests AI demand is strong enough to bend policy not the other way around. It extends the global AI runway rather than shrinking it with upside for core infrastructure players like $NVDA (and downstream software tied to chip shipments). In a world where compute demand still outpaces supply this is another sign the AI buildout has legs. #ManuInsights Here are Monday's biggest analyst calls of"  
[X Link](https://x.com/MandhirSingh5/status/2018328831409492153)  2026-02-02T14:21Z [---] followers, [--] engagements


"🚀 China approving Nvidias H200 chips is a quiet positive for the AI cycle. Beijing has cleared purchases of Nvidias H200 accelerators for several Chinese customers easing a key export bottleneck. That suggests AI demand is strong enough to bend policy not the other way around. It extends the global AI runway rather than shrinking it with upside for core infrastructure players like $NVDA (and downstream software tied to chip shipments). In a world where compute demand still outpaces supply this is another sign the AI buildout has legs. #ManuInsights Nvidia Stock Drops. Why Its $100 Billion"  
[X Link](https://x.com/MandhirSingh5/status/2018328900263084441)  2026-02-02T14:21Z [---] followers, [--] engagements


"🧠 Palantir isnt expensive because its hyped. Its expensive because its early. Yes $PLTR is expensive. But its also putting up numbers that justify the conversation. Fourth Quarter revenue grew 70% YoY to $1.41 Billion net income hit a record $609 Million and full-year revenue landed at $4.48 Billion ahead of guidance. More importantly management expects [----] revenue to grow to $7.2 Billion implying another step-change in scale. Both of the companies growth engines are firing with U.S. government revenue rising 66% YoY while commercial revenue grew [--] and customer count is nearing [----]. The"  
[X Link](https://x.com/MandhirSingh5/status/2018678958439498006)  2026-02-03T13:32Z [---] followers, [--] engagements


"🤖 The market just treated all software like it was equally fragile. It isnt. Tuesdays selloff wiped out $300 Billion in software and data names as investors reacted to rapid progress from models like Anthropics Claude. The markets message was blunt: Application Layer tools that automate discrete tasks including legal drafting research design tweaks are exposed. Thats why $LZ fell nearly 20% $TRI more than 15% and $ADBE and $CRM each dropped 7% in a single session. But the fear is getting applied too broadly. The deeper layers (Presentation/Session Layers) systems of record workflow"  
[X Link](https://x.com/MandhirSingh5/status/2019046874791960626)  2026-02-04T13:54Z [---] followers, [--] engagements


"🤖 The market just treated all software like it was equally fragile. It isnt. Tuesdays selloff wiped out $300 Billion in software and data names as investors reacted to rapid progress from models like Anthropics Claude. The markets message was blunt: Application Layer tools that automate discrete tasks including legal drafting research design tweaks are exposed. Thats why $LZ fell nearly 20% $TRI more than 15% and $ADBE and $CRM each dropped 7% in a single session. But the fear is getting applied too broadly. The deeper layers (Presentation/Session Layers) systems of record workflow"  
[X Link](https://x.com/MandhirSingh5/status/2019046989296451728)  2026-02-04T13:54Z [---] followers, [--] engagements


"🤖 The market just treated all software like it was equally fragile. It isnt. Tuesdays selloff wiped out $300 Billion in software and data names as investors reacted to rapid progress from models like Anthropics Claude. The markets message was blunt: Application Layer tools that automate discrete tasks including legal drafting research design tweaks are exposed. Thats why $LZ fell nearly 20% $TRI more than 15% and $ADBE and $CRM each dropped 7% in a single session. But the fear is getting applied too broadly. The deeper layers (Presentation/Session Layers) systems of record workflow"  
[X Link](https://x.com/MandhirSingh5/status/2019047147518275843)  2026-02-04T13:55Z [---] followers, [--] engagements


"🤖 The market just treated all software like it was equally fragile. It isnt. Tuesdays selloff wiped out $300 Billion in software and data names as investors reacted to rapid progress from models like Anthropics Claude. The markets message was blunt: Application Layer tools that automate discrete tasks including legal drafting research design tweaks are exposed. Thats why $LZ fell nearly 20% $TRI more than 15% and $ADBE and $CRM each dropped 7% in a single session. But the fear is getting applied too broadly. The deeper layers (Presentation/Session Layers) systems of record workflow"  
[X Link](https://x.com/MandhirSingh5/status/2019047328481444161)  2026-02-04T13:56Z [---] followers, [--] engagements


"continues to age well.still a long runway (more detail post earnings call today) $POWL was off yesterday but bounce today show confidence. $STRL reported very solid numbers and closed flat making up today.valuations on both still constructive with rising margins. https://t.co/7AZzl9qfM7 $POWL was off yesterday but bounce today show confidence. $STRL reported very solid numbers and closed flat making up today.valuations on both still constructive with rising margins. https://t.co/7AZzl9qfM7"  
[X Link](https://x.com/MandhirSingh5/status/2019060666884034857)  2026-02-04T14:49Z [---] followers, [--] engagements


"🧮 As the Buffett era winds down Berkshire is likely to be priced more on fundamentals than reputation. For years $BRKA carried a clear Buffett premium. As that fades the market will focus on an often opaque sum-of-the-parts value rather than stewardship mystique. With potentially slower buybacks a large cash balance and continued underperformance versus the indices the gap between price and underlying value may become more visible. As the premium dissolves $BRKA risks meaningful underperformance relative to the broader market. #ManuInsights"  
[X Link](https://x.com/MandhirSingh5/status/2007096900088988013)  2026-01-02T14:29Z [---] followers, [--] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing