# ![@Midnight_Captl Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1699557900379992064.png) @Midnight_Captl Midnight Capital LLC

Midnight Capital LLC posts on X about $nvda, nvda, ai, $msft the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::1699557900379992064/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1699557900379992064/c:line/m:interactions.svg)

- [--] Week [-------] -47%
- [--] Month [---------] +56%
- [--] Months [---------] +1,405%
- [--] Year [---------] -64%

### Mentions: [--] [#](/creator/twitter::1699557900379992064/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1699557900379992064/c:line/m:posts_active.svg)

- [--] Month [---] -6.20%
- [--] Months [---] +253%
- [--] Year [-----] +289%

### Followers: [-----] [#](/creator/twitter::1699557900379992064/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1699557900379992064/c:line/m:followers.svg)

- [--] Week [-----] +5.30%
- [--] Month [-----] +22%
- [--] Months [-----] +195%
- [--] Year [-----] +261%

### CreatorRank: [-------] [#](/creator/twitter::1699557900379992064/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1699557900379992064/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  #3731 [technology brands](/list/technology-brands)  24.36% [finance](/list/finance)  10.26% [countries](/list/countries)  0.64% [cryptocurrencies](/list/cryptocurrencies)  0.64% [celebrities](/list/celebrities)  0.64% [events](/list/events)  0.64% [social networks](/list/social-networks)  0.64%

**Social topic influence**
[$nvda](/topic/$nvda) #167, [nvda](/topic/nvda) #38, [ai](/topic/ai) 6.41%, [$msft](/topic/$msft) #258, [$googl](/topic/$googl) #1216, [$goog](/topic/$goog) #20, [in the](/topic/in-the) 3.85%, [meta](/topic/meta) #3712, [$orcl](/topic/$orcl) #198, [msft](/topic/msft) #187

**Top accounts mentioned or mentioned by**
[@ldloeb](/creator/undefined) [@petrakov47](/creator/undefined) [@majorocelot45](/creator/undefined) [@buccocapital](/creator/undefined) [@julientechinvst](/creator/undefined) [@analysisop](/creator/undefined) [@pythiar](/creator/undefined) [@danreese347](/creator/undefined) [@banana3stocks](/creator/undefined) [@mfcamillus](/creator/undefined) [@jerrycap](/creator/undefined) [@grok](/creator/undefined) [@mf_camillus](/creator/undefined) [@anni_sen](/creator/undefined) [@alphonsojog26b](/creator/undefined) [@beachwalkersc](/creator/undefined) [@nietschecapital](/creator/undefined) [@friedmandave](/creator/undefined) [@datadelaurier](/creator/undefined) [@bramvgenechten](/creator/undefined)

**Top assets mentioned**
[NVIDIA Corp. (NVDA)](/topic/$nvda) [Microsoft Corp. (MSFT)](/topic/$msft) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Oracle Corporation (ORCL)](/topic/$orcl) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Advanced Micro Devices (AMD)](/topic/$amd) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Metadium (META)](/topic/$meta) [SAP SE (SAP)](/topic/$sap) [Micron Technology, Inc. (MU)](/topic/$mu) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Bitcoin (BTC)](/topic/$btc)
### Top Social Posts
Top posts by engagements in the last [--] hours

"How it feels being basically at ATHs today with [--] leverage while many on Fintwit are down a lot chasing things that are not owned by us"  
[X Link](https://x.com/Midnight_Captl/status/2020921306452197505)  2026-02-09T18:02Z [----] followers, [----] engagements


"Whenever you realize that every dollar Satya Nadella put into OAI is going to end up being money good and hes probably going to end up with the weights / secrets for AGI by [----] when Microsofts IP rights over OAI expire"  
[X Link](https://x.com/Midnight_Captl/status/2021037219507732754)  2026-02-10T01:43Z [----] followers, [----] engagements


"@MajorOcelot45 Yeah thanks to TSM and META"  
[X Link](https://x.com/Midnight_Captl/status/2021677815431934192)  2026-02-11T20:08Z [----] followers, [---] engagements


"Among the worst of the worst names today is $SAP. Probably one of the software names least likely to be negatively impacted by AI. Too sticky. But theyre hated for many reasons. At low 20s trailing PE some of these names get interesting. Still aways away from that"  
[X Link](https://x.com/Midnight_Captl/status/2016919765772881960)  2026-01-29T17:01Z [----] followers, [----] engagements


"Fears that OAI wont be able to sustainably grow / carry out their infra plans is the only thing holding NV & many other names down btw 🤷♂ $ORCL $MSFT $NVDA $MU $ASML $TSM Wait till OAI is raking in $$$ from Ads. Finance bros in shambles"  
[X Link](https://x.com/Midnight_Captl/status/2017660432333537664)  2026-01-31T18:05Z [----] followers, [----] engagements


"$NVDA Jensen today saying what Ive been saying for months now Custom silicon programs (including $GOOG TPUs) will not be competitive with Nvidia systems: Nvidia has [-----] employees working on this [--] thing $20B annual R&D budget Entire management teams focus"  
[X Link](https://x.com/Midnight_Captl/status/2017761029258940759)  2026-02-01T00:44Z [----] followers, 113K engagements


"The $NVDA disrespect just continues Fwd PE collapsing. Jensen is going to obliterate all doubt later this month"  
[X Link](https://x.com/Midnight_Captl/status/2018412387641274470)  2026-02-02T19:53Z [----] followers, 18.6K engagements


"OAI head of compute on $NVDA Thats why we are anchoring on NVIDIA as the core of our training and inference stack while deliberately expanding the ecosystem around it through partnerships with Cerebras AMD and Broadcom Someone at @Reuters messed up 😬😬😬😬😬😬😬"  
[X Link](https://x.com/Midnight_Captl/status/2018490583166353481)  2026-02-03T01:03Z [----] followers, 25.8K engagements


"Another beautiful night to be fighting $NVDA FUD"  
[X Link](https://x.com/Midnight_Captl/status/2018500729401651557)  2026-02-03T01:44Z [----] followers, [----] engagements


"@HighyieldHarry I was working at General Mills in [----] when 3G was eyeing acquiring it. The entire corporate HQ was on edge about it at the time. The stock is down 15% almost [--] years later so I guess 3G dodged a bullet"  
[X Link](https://x.com/Midnight_Captl/status/2018535807443956097)  2026-02-03T04:03Z [----] followers, [---] engagements


"IMO this is 100% right $NVDA is 10x larger than $AMD but will grow 2x faster this year at 50% higher margins There is literally no comparison between the two companies. Oh and btw $AMD is 50% more expensive than NV on a fwd PE basis"  
[X Link](https://x.com/Midnight_Captl/status/2018813261685411869)  2026-02-03T22:26Z [----] followers, 66.3K engagements


"The financial media whenever I start to think theyre running out of $NVDA FUD stories"  
[X Link](https://x.com/Midnight_Captl/status/2018889492040716781)  2026-02-04T03:28Z [----] followers, [----] engagements


"After maybe one of the best quarters in stock market history last week $PLTR is dumping like a piece of hot garbage"  
[X Link](https://x.com/Midnight_Captl/status/2019065023545606189)  2026-02-04T15:06Z [----] followers, 22.2K engagements


"" $GOOG said it expects to spend between $175B-$185B on CAPEX in [----] above expectations of $120B" This number is even larger than I thought it would be ($150B) This is absolutely mind blowing even for me. My brain hurts"  
[X Link](https://x.com/Midnight_Captl/status/2019156647365775724)  2026-02-04T21:10Z [----] followers, 17.8K engagements


"In relation to the quarters we just saw $MSFT $META and $GOOG put up this looks like hot horse shit Really really mediocre and $AMZN is the most expensive name of the group"  
[X Link](https://x.com/Midnight_Captl/status/2019521764074885558)  2026-02-05T21:21Z [----] followers, [----] engagements


"You know honestly Amazon may have had such a weak AWS growth number because of their decisions to not lean into $NVDA a few quarters ago and now its showing up in the numbers 🤷♂"  
[X Link](https://x.com/Midnight_Captl/status/2019524596597403817)  2026-02-05T21:32Z [----] followers, [----] engagements


"Another strong pro $NVDA remark from OAIs compute team The frequency and specificity of these remarks from various personnel over the past several days is no coincidence. They want something allocation Investment Better relations with Jensen Somethings changed"  
[X Link](https://x.com/Midnight_Captl/status/2019624164198625340)  2026-02-06T04:08Z [----] followers, [----] engagements


"Year of the horse Spread the word"  
[X Link](https://x.com/Midnight_Captl/status/2019876484748587371)  2026-02-06T20:50Z [----] followers, [----] engagements


"@OrnnExchange No free ads"  
[X Link](https://x.com/Midnight_Captl/status/2019981617847234760)  2026-02-07T03:48Z [----] followers, [---] engagements


"@geoffreykarren @anni_sen not with leopold if thats what youre asking. Or are you just asking more generally"  
[X Link](https://x.com/Midnight_Captl/status/2020286339607035933)  2026-02-07T23:59Z [----] followers, [--] engagements


"I think they're going to want some amount of compute allocated to them by OAI / Anthropic / Gemini etc Maybe not necessarily on prem but there will be new forms of compute allocation that will emerge (like securing % of a data center for your corporation - maybe denominated in GPU hours)"  
[X Link](https://x.com/Midnight_Captl/status/2020286945025516016)  2026-02-08T00:01Z [----] followers, [---] engagements


"@friedmandave @wayne_nelmz @vikramskr @Citrini7 @ns123abc @zephyr_z9 @kakashiii111 @SemiAnalysis_ @buccocapital @TheValueist @saxena_puru @RihardJarc @deanwball Counterbalance to that is what resource becomes valuable in such universe (compute). Maybe the only inflationary good in a sea of deflation"  
[X Link](https://x.com/Midnight_Captl/status/2020663029248242165)  2026-02-09T00:56Z [----] followers, [--] engagements


"@friedmandave @wayne_nelmz @vikramskr @Citrini7 @ns123abc @zephyr_z9 @kakashiii111 @SemiAnalysis_ @buccocapital @TheValueist @saxena_puru @RihardJarc @deanwball In such a world as you describe the knock on consequences are everything accelerates. Including robotics including everything. Everything begins to fall in price (deflation) as a result. The highest productive thing to do is still - add more compute -"  
[X Link](https://x.com/Midnight_Captl/status/2020663850924974441)  2026-02-09T00:59Z [----] followers, [--] engagements


"@thegreattrade1 @Alex_Intel_ Sounds like a problem"  
[X Link](https://x.com/Midnight_Captl/status/2020914779481931776)  2026-02-09T17:36Z [----] followers, [--] engagements


"@PythiaR Starting to wonder if this is a tailwind not a headwind for $MSFT Need to learn more about what exactly is happening with enterprise software + agents. Heard something from databricks CEO this morning that made me pause"  
[X Link](https://x.com/Midnight_Captl/status/2020985203569865067)  2026-02-09T22:16Z [----] followers, [----] engagements


"$NVDA EOY PT $285 1/ What Wall Street thought (January 9th): The big tech companies (Meta Google Amazon Microsoft) would spend $450B on AI infrastructure this year. Based on that Nvidia would make $325-330B in revenue. 2/ What I thought: Wall Street is underestimating spend. These companies will actually spend $600B: Meta: $110B Google: $150B Amazon: $150B Microsoft: $150B Nvidia typically captures half of this spending. That means the incremental $150B in CapEx spending by Hyperscalers above Street expectations would translate to $75B more gross rev for NV. And that doesnt even count China"  
[X Link](https://x.com/Midnight_Captl/status/2017363623107301597)  2026-01-30T22:25Z [----] followers, 18.6K engagements


"OAI to raise $150-170B potentially for the next round And I agree If that gets funded $MSFT and $ORCL RPOs become rock solid Oracle in particular should rerate aggressively"  
[X Link](https://x.com/Midnight_Captl/status/2018416119087046962)  2026-02-02T20:07Z [----] followers, 50.6K engagements


"Probably the two max pain assets in the market right now $ORCL and $BTC. Absolutely disgusting (both)"  
[X Link](https://x.com/Midnight_Captl/status/2019499792989372716)  2026-02-05T19:54Z [----] followers, [----] engagements


"Hey shorts 👋 $NVDA"  
[X Link](https://x.com/Midnight_Captl/status/2019795480142614696)  2026-02-06T15:29Z [----] followers, [----] engagements


"My entire TL is people freaking out about compute shortages / GB200 supremacy / $NVDA mogging everyone Are we Possibly So back 🤔"  
[X Link](https://x.com/Midnight_Captl/status/2020016093428109519)  2026-02-07T06:05Z [----] followers, [----] engagements


"@Andr12988772 Its a good question. Ive been looking at coreweave for a long time but I want to be selective about entry. Ultimately tho youre right this is very bullish for these companies"  
[X Link](https://x.com/Midnight_Captl/status/2020198463494082659)  2026-02-07T18:10Z [----] followers, [---] engagements


"A few threads are converging on compute scarcity and compute security planning. Leopold was early and right about a lot. In this clip he basically predicts the next re-rating: what happened to $NVDA would happen to the rest of Big Tech ( $GOOG $AMZN $MSFT) as AI model/API revenue ramps into too big to ignore territory. I think soon the market starts splitting companies into two buckets: 1) Compute-secure: Locked-in capacity (contracts supply lines owned buildout) 2) Compute-exposed: No credible plan paying spot prices stuck in queues And unlike the SaaS unwind (a 3-year lag from GPT to IGV"  
[X Link](https://x.com/Midnight_Captl/status/2020221704065413270)  2026-02-07T19:42Z [----] followers, 72.1K engagements


"Re. All of OAIs reckless spending guess what Its going to become a strategic advantage for them (and a big issue for Anthropic) 😬 Its an arms race"  
[X Link](https://x.com/Midnight_Captl/status/2020902342250610715)  2026-02-09T16:47Z [----] followers, [----] engagements


"10GW = $500B in spend btw $NVDA $TSM"  
[X Link](https://x.com/Midnight_Captl/status/2020974593146839438)  2026-02-09T21:34Z [----] followers, 33.5K engagements


"Damn even me professional hater of $AMZN have to admit its getting very attractive here"  
[X Link](https://x.com/Midnight_Captl/status/2021632548313645186)  2026-02-11T17:08Z [----] followers, [----] engagements


"@MF_Camillus @SimonSande34077 Yeah theyre not investing theyre day trading"  
[X Link](https://x.com/Midnight_Captl/status/2021635392978694451)  2026-02-11T17:20Z [----] followers, [---] engagements


"Elon is so far post money hes crossed over into the shadow realm fueled by his army of sycophantic shareholders who tell him he can do no wrong. Anyone who thinks the terrafab is a good idea has severe mental illness. Its no wonder all these xAI people are leaving"  
[X Link](https://x.com/Midnight_Captl/status/2021680333960397220)  2026-02-11T20:18Z [----] followers, [----] engagements


"Thats all going away"  
[X Link](https://x.com/Midnight_Captl/status/2021700361049067898)  2026-02-11T21:38Z [----] followers, [----] engagements


"Jensen tonight at the Cisco AI summit on how the market is getting it wrong with Software Software = tools AI will be maximally efficient by using the tools (tool use) not reinventing them"  
[X Link](https://x.com/Midnight_Captl/status/2018939912381403200)  2026-02-04T06:49Z [----] followers, 207.3K engagements


"Woahhhh thought $AMD quarter was mid but not -15% bad yeeeeeshh 😬"  
[X Link](https://x.com/Midnight_Captl/status/2019066179256533282)  2026-02-04T15:11Z [----] followers, [----] engagements


"$TSM now has a bigger fwd PE than $NVDA (20-24ish)"  
[X Link](https://x.com/Midnight_Captl/status/2021620002923958779)  2026-02-11T16:19Z [----] followers, [----] engagements


"Verryyy interesting language from SMIC Sounds like theyre under some pressure from the PRC Part of the way theyre deflecting is by saying the burgers are overspending this is reckless Will have to see how that narrative goes for them as the year ticks on. Better get to work lads"  
[X Link](https://x.com/Midnight_Captl/status/2021640339044577781)  2026-02-11T17:39Z [----] followers, [----] engagements


"@KrisPatel99 Kris youre still fundamentally not understanding whats happening here This is a decade long buildout were nowhere near peak capex. The pair trade would make sense if you said the results from the capex are going to surprise massively to the upside - that would make sense"  
[X Link](https://x.com/Midnight_Captl/status/2021642502458277956)  2026-02-11T17:48Z [----] followers, [----] engagements


"Our portfolio is at an ATH today Thats despite many stocks being down massively from their ATH 1) Didnt chase high fliers 2) Allocated to amazing businesses at great prices 3) Had a lot of patience Pretty simple. Hard to do but simple"  
[X Link](https://x.com/Midnight_Captl/status/2021668336661409976)  2026-02-11T19:31Z [----] followers, [----] engagements


"@DataDeLaurier Why stop at the moon Lets go to Pluto"  
[X Link](https://x.com/Midnight_Captl/status/2021700525646131441)  2026-02-11T21:39Z [----] followers, [--] engagements


"Nibbled a little $PLTR at $131"  
[X Link](https://x.com/Midnight_Captl/status/2019457129292173683)  2026-02-05T17:04Z [----] followers, 18.3K engagements


"@ser_kingslayer_ Wdym information sub As for compute split its going to be all of the above but from our research - heavy preference towards whatever the latest NV system is"  
[X Link](https://x.com/Midnight_Captl/status/2020975842172784716)  2026-02-09T21:39Z [----] followers, [---] engagements


"@ftreric Consensus is $328B right now and theyre way too low"  
[X Link](https://x.com/Midnight_Captl/status/2021375289243337202)  2026-02-11T00:06Z [----] followers, [--] engagements


"@alighodsi on CNBC this morning: Whatever the agents use is going to see usage and revenue growth. That framing makes me think the SaaS drawdown is offsides in spots. The question isnt does AI kill SaaS Its: which products become the default tool stack for agents Those companies could see more usage (and probably more revenue) not less"  
[X Link](https://x.com/Midnight_Captl/status/2020997851514536291)  2026-02-09T23:06Z [----] followers, [----] engagements


"@sharath_tweets7 Haha I think it was several things but yes one of the main factors was their work on Gemini as a frontier lab imo"  
[X Link](https://x.com/Midnight_Captl/status/2021731887463772462)  2026-02-11T23:43Z [----] followers, [--] engagements


"@baroqueobama87 Which tweet"  
[X Link](https://x.com/Midnight_Captl/status/2021732731231883301)  2026-02-11T23:46Z [----] followers, [--] engagements


"How it felt buying $ORCL today and having it drop 5% immediately after"  
[X Link](https://x.com/Midnight_Captl/status/2018478215585779961)  2026-02-03T00:14Z [----] followers, [----] engagements


"Portfolio breakdown Feb [--] close: Got stopped out of $ORCL down 8% added to $MSFT Port is down 7% from ATH - not too bad all things considered $NVDA still going to torch bears soon :) The sky is not falling 🙄"  
[X Link](https://x.com/Midnight_Captl/status/2018805393011663153)  2026-02-03T21:54Z [----] followers, [----] engagements


"If $GOOG misses tmw were literally going to zero just FYI"  
[X Link](https://x.com/Midnight_Captl/status/2018853493927481848)  2026-02-04T01:05Z [----] followers, 29.6K engagements


"This is why $AMZN is and has been untouchable to me It is literally - the Borg The Borg swallows all good things and turns them into performance review rot. And yes Jassy is largely to blame. He's been there long enough to have an impact"  
[X Link](https://x.com/Midnight_Captl/status/2019531401146823034)  2026-02-05T21:59Z [----] followers, 50.9K engagements


"Excellent point here. $AMZN backlog for AWS also looked extremely light at least purely on the numbers Google had roughly the same backlog with half the revenue"  
[X Link](https://x.com/Midnight_Captl/status/2019560473725919569)  2026-02-05T23:55Z [----] followers, 19.4K engagements


"Those TPUs arent gettin it done huh shame Im sure Google can increase their allocation to Rubin moving fwd"  
[X Link](https://x.com/Midnight_Captl/status/2020872377341800542)  2026-02-09T14:48Z [----] followers, 11.2K engagements


"Is $GOOG going to get brutally framemogged by $MSFT this year"  
[X Link](https://x.com/Midnight_Captl/status/2021011327876256070)  2026-02-10T00:00Z [----] followers, [----] engagements


"@dissectmarkets They have all the IP rights until [----]. I suspect well have something close to AGI by then"  
[X Link](https://x.com/Midnight_Captl/status/2021282901640548834)  2026-02-10T17:59Z [----] followers, [--] engagements


"@tunguz Thats simply not true Shareholders will be spared"  
[X Link](https://x.com/Midnight_Captl/status/2021402329925419107)  2026-02-11T01:54Z [----] followers, [----] engagements


"Google deep down is still riddled with woke rot. The company appears reformed but its a lie. Legion inside $GOOG simply biding time to return again like Tom Riddle. They live in the pipes like the Basilisk"  
[X Link](https://x.com/Midnight_Captl/status/2021494718174253238)  2026-02-11T08:01Z [----] followers, [----] engagements


"@VKMacro Narrative violation"  
[X Link](https://x.com/Midnight_Captl/status/2021628551246856285)  2026-02-11T16:53Z [----] followers, [---] engagements


"@MF_Camillus Amazon vs Walmart here is actually insane. Really mind blowing stuff"  
[X Link](https://x.com/Midnight_Captl/status/2021633379125669942)  2026-02-11T17:12Z [----] followers, [---] engagements


"We have a significantly better cost basis in $META than Ackman"  
[X Link](https://x.com/Midnight_Captl/status/2021637954150838683)  2026-02-11T17:30Z [----] followers, [----] engagements


"@valleyinvesting We own NV META TSM and Google and a little bit of MSFT that were down on"  
[X Link](https://x.com/Midnight_Captl/status/2021673407499407709)  2026-02-11T19:51Z [----] followers, [--] engagements


"@Alex_Intel_ Yeah I could see that but its way too much of a real business. Doesnt jive with the pumper strategy"  
[X Link](https://x.com/Midnight_Captl/status/2021692249483206959)  2026-02-11T21:06Z [----] followers, [---] engagements


"@DataDeLaurier Maybe we can go to Brypton after that and build more trigafabs on Zupiter"  
[X Link](https://x.com/Midnight_Captl/status/2021738331462414703)  2026-02-12T00:09Z [----] followers, [--] engagements

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