[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @Midnight_Captl Midnight Capital LLC Midnight Capital LLC posts on X about $nvda, business, $googl, $avgo the most. They currently have XXXXX followers and 1080 posts still getting attention that total XXXXXX engagements in the last XX hours. ### Engagements: XXXXXX [#](/creator/twitter::1699557900379992064/interactions)  - X Week XXXXXX -XX% - X Month XXXXXXXXX +2,515% - X Months XXXXXXXXX +548% - X Year XXXXXXXXX -XX% ### Mentions: XX [#](/creator/twitter::1699557900379992064/posts_active)  - X Week XX -XX% - X Month XXX +123% - X Months XXX +299% - X Year XXX +149% ### Followers: XXXXX [#](/creator/twitter::1699557900379992064/followers)  - X Week XXXXX +5.10% - X Month XXXXX +69% - X Months XXXXX +86% - X Year XXXXX +96% ### CreatorRank: XXXXXXX [#](/creator/twitter::1699557900379992064/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) [technology brands](/list/technology-brands) [finance](/list/finance) [currencies](/list/currencies) [countries](/list/countries) **Social topic influence** [$nvda](/topic/$nvda) #226, [business](/topic/business), [$googl](/topic/$googl), [$avgo](/topic/$avgo) #107, [ai](/topic/ai), [apple](/topic/apple), [$tsm](/topic/$tsm) #84, [avgo](/topic/avgo) #73, [$meta](/topic/$meta) #309, [meta](/topic/meta) **Top accounts mentioned or mentioned by** [@theaiinvestor](/creator/undefined) [@hotaisle](/creator/undefined) [@sbamatthias](/creator/undefined) [@danielnewmanuv](/creator/undefined) [@ellliotttb](/creator/undefined) [@sama](/creator/undefined) [@ns123abc](/creator/undefined) [@buccocapital](/creator/undefined) [@carolwalshreal1](/creator/undefined) [@openai](/creator/undefined) [@elonmusk](/creator/undefined) [@teortaxestex](/creator/undefined) [@a16z](/creator/undefined) [@moseskagan](/creator/undefined) [@smbattorney](/creator/undefined) [@dhasandev](/creator/undefined) [@ldloeb](/creator/undefined) [@alexforbes](/creator/undefined) [@dylan522p](/creator/undefined) [@sweatystartup](/creator/undefined) **Top assets mentioned** [NVIDIA Corp. (NVDA)](/topic/$nvda) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Metadium (META)](/topic/$meta) [Apple, Inc. (AAPL)](/topic/$aapl) [Credo Technology Group Holding Ltd Ordinary Shares (CRDO)](/topic/$crdo) [Coherent Inc (COHR)](/topic/$cohr) [Lumentum Holdings Inc. Common Stock (LITE)](/topic/$lite) [Oracle Corporation (ORCL)](/topic/$orcl) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Microsoft Corp. (MSFT)](/topic/microsoft) ### Top Social Posts Top posts by engagements in the last XX hours "$META is a XX% position for us (massive) so this is a big win. Zuck was always going to make a huge comeback. Never bet against Zuck" [X Link](https://x.com/Midnight_Captl/status/1996584040837820656) 2025-12-04T14:15Z 4888 followers, 2629 engagements "@buccocapital @GavinSBaker @InvestLikeBest If they do then AI inputs re rate higher Its a bull market time of our lives brother" [X Link](https://x.com/Midnight_Captl/status/1999188945012424777) 2025-12-11T18:46Z 4888 followers, XXX engagements "$NVDA This is the bubble LOL" [X Link](https://x.com/Midnight_Captl/status/1998104244852052316) 2025-12-08T18:55Z 4888 followers, 4019 engagements "The honest answer is investors are not used to thinking about hardware. Hardware is supposed to be for nerds. It always has been. The Street has never been expected to know the difference between HBM and DRAM and TPU vs GPU and Tranium and ASIC FLOPS and PFLOPS and all this nerd stuff So they get scared because truthfully they dont want to go deep and many are holding out hope they dont have to go deep. That this cycle like every other will end with the main value accrual going to the hyperscaler / application layer and this HBM / GPU nightmare will come to an end So for now they think theyre" [X Link](https://x.com/Midnight_Captl/status/1999210408675316074) 2025-12-11T20:11Z 4888 followers, XXX engagements "Weve done a good amount of research now on $CRDO $COHR and $LITE in anticipation of optical interconnects becoming an HBM type bottleneck in 2026 Our conclusion is that there are too many unknown unknowns with picking these stocks / very difficult to determine who will really have a competitive product that produces durable earnings growth in the future. Also difficult to determine how much earnings growth there will be We cant rationalize allocating incremental dollars to any of these companies over $TSMC or our other holdings which we feel we can understand much more comfortably" [X Link](https://x.com/Midnight_Captl/status/1998284355370910131) 2025-12-09T06:51Z 4863 followers, 22.6K engagements "@MF_Camillus Broadcom also doesnt have nearly the same moat as NV. Scale up / scale out networking is hard and BC does a good job but as Gavin laid out in his recent podcast there are other vendors who are good at networking too. There is only company who supplies CUDA hardware" [X Link](https://x.com/Midnight_Captl/status/1998712676823052740) 2025-12-10T11:13Z 4879 followers, XX engagements "@MF_Camillus It really is incredible. Maybe its partially political You have @KristinaParts and @dee_bosa who literally havent printed a positive story about Nvidia in the past X years - theres an allergy to it. CNBC but the Street in general despises it for some reason" [X Link](https://x.com/Midnight_Captl/status/1998714497620722111) 2025-12-10T11:20Z 4877 followers, XXX engagements "@MF_Camillus @KristinaParts @dee_bosa We think its partly the fear of dot com analogy (Cisco was the biggest company on earth they thought the infrastructure build out would last a lot longer it didnt big stock crash yadayada). Not that BC is immune just that its not quite as on the nose as NV Cisco" [X Link](https://x.com/Midnight_Captl/status/1998715135331021128) 2025-12-10T11:23Z 4877 followers, XX engagements "Wait. Yesterday we were being told that no Chinese firm would be allowed to buy the chips and now this today 🫨 Maybe just maybe its all theatre and the Chinese firms end up placing big orders $NVDA" [X Link](https://x.com/Midnight_Captl/status/1998715821137576052) 2025-12-10T11:26Z 4874 followers, 3358 engagements "@benitoz Apple products are too expensive consumers wont pay for them considering to the competition thats coming The phone is just a commodity Apple margins cant be sustained Its just a hardware business how many phones can they possibly ship The similarities are wild" [X Link](https://x.com/Midnight_Captl/status/1998978384995741859) 2025-12-11T04:49Z 4864 followers, XX engagements "@benitoz Reports of DGX Leptons death may have been greatly exaggerated" [X Link](https://x.com/Midnight_Captl/status/1999010165400686812) 2025-12-11T06:55Z 4888 followers, XXX engagements "$NVDA today is $AAPL in 2012 IYKYK" [X Link](https://x.com/Midnight_Captl/status/1998889524873802098) 2025-12-10T22:56Z 4888 followers, 1311 engagements "Dylan and his business do far better when there are competitive threats presence in the semiconductor industry. If the story is Nvidia is dominating and no one is even close and that story persists its very hard to sell research. If there are many risks present for example AMD or now Google buy and sell side analysts want to subscribe to Dylans research to understand whats going on. Good business for Dylan to stir the pot and introduce fear or uncertainty" [X Link](https://x.com/Midnight_Captl/status/1994798674283774165) 2025-11-29T16:00Z 4838 followers, 233.7K engagements "🚨 What really happened to Dylan Patel / SemiAnalysis: X It started when SemiAnalysis started getting sponsored by the hyperscaler ecosystem. Those customers wanted less dependence on NV and more pricing leverage. Once your revenue and access depend on that crowd your objective work naturally starts to lean toward their interests. Keep the clouds happy keep the business alive & growing. X AMD and other Nvidia challengers leaned in. They actively sought favorable coverage which dovetailed perfectly with what hyperscalers wanted to hear anyway. Even if the authors believed they were being" [X Link](https://x.com/Midnight_Captl/status/1995230767975432240) 2025-11-30T20:37Z 4847 followers, 300.8K engagements "The first phone call CC Wei makes when $TSM decides to open up sales for their next batch of wafers (most likely X years out rolling) is Jensen Huang $NVDA Not Apple. Not Google. Not Broadcom" [X Link](https://x.com/Midnight_Captl/status/1996985046511899115) 2025-12-05T16:48Z 4856 followers, 34.1K engagements "Were muting every account we see bear posting about NV Some people simply cannot be saved - a genuine mess. Opportunity to invest in the Apple of our generation at a low valuation and cannot get out of their own way Pathetic and sad" [X Link](https://x.com/Midnight_Captl/status/1998168574066843810) 2025-12-08T23:11Z 4860 followers, 2858 engagements "@kermankohli More unknowns with Micron and less of a track record of dominance" [X Link](https://x.com/Midnight_Captl/status/1998450692844040562) 2025-12-09T17:52Z 4856 followers, XXX engagements "We cant wait to hear what these two mega minds have to say about how Broadcoms earnings are bearish for $NVDA tomorrow" [X Link](https://x.com/Midnight_Captl/status/1999256734549094888) 2025-12-11T23:15Z 4852 followers, XX engagements "Does this sound familiar $NVDA = $AAPL 2012" [X Link](https://x.com/Midnight_Captl/status/1999268322551169263) 2025-12-12T00:01Z 4854 followers, XX engagements "@benitoz We have them doing at least $350B next year (growing XX% YoY). If they decelerated to just XX% growth in 2027 that would be $455B in rev" [X Link](https://x.com/Midnight_Captl/status/1996260591464595825) 2025-12-03T16:49Z 4886 followers, XXX engagements "$TSM shareholders today" [X Link](https://x.com/Midnight_Captl/status/1998843294881820793) 2025-12-10T19:52Z 4883 followers, XXX engagements "Probably a good time to start looking at establishing a position in $ORCL" [X Link](https://x.com/Midnight_Captl/status/1999132001538891895) 2025-12-11T14:59Z 4886 followers, 1446 engagements "@atxcap2622 We mute the bears now so dont know 😅🤷♂" [X Link](https://x.com/Midnight_Captl/status/1999201632999952500) 2025-12-11T19:36Z 4884 followers, XX engagements "@MF_Camillus Were gonna topple NV with cheap shit ahaha and Google will never replace ussss" [X Link](https://x.com/Midnight_Captl/status/1999247064077934830) 2025-12-11T22:36Z 4886 followers, XXX engagements "$TSM down almost X% on news that people are too dumb to know TPUs are produced by TSMC" [X Link](https://x.com/Midnight_Captl/status/1993330390866837847) 2025-11-25T14:46Z 4888 followers, 883.8K engagements "Amazon $AMZN is such a dog water stock. Jassy just doesnt have it and Bezos is too busy in Majorca on his boat to care Theyre now trying to walk back their anti Nvidia stance but its too little too late as the other major clouds deepened their partnership with NV significantly Good luck with Tranium tho Welcome to Big Jeffs Tranium Hell" [X Link](https://x.com/Midnight_Captl/status/1996636276288819494) 2025-12-04T17:42Z 4888 followers, 25.4K engagements "Do not fall for @theinformation lies in the coming weeks and months re. Rubin delays 🚨🚨" [X Link](https://x.com/Midnight_Captl/status/1998222944179519773) 2025-12-09T02:47Z 4888 followers, XXX engagements "Love the question Our full thesis on $META is quite a bit longer than this but the highlights are that Meta is going to benefit from two mega trends that have very little to do with their execution (any execution on top is additive) X. Deflation in ad gen. As the cost of creative crash thanks to AI tools like nano banana & others we believe the bid on distribution will go up materially. CMOs are unlikely to give budget back to CFOs because their competitors will bid for more impressions (forcing them to keep up) X. As advertising becomes easier (just bring a CC and tell Meta what your" [X Link](https://x.com/Midnight_Captl/status/1998254542539108353) 2025-12-09T04:53Z 4888 followers, 5335 engagements "A friend asked us about Broadcom today because the stock had been going up so much surely its a good bet from here We told them $AVGO is 2x the valuation of $NVDA as a far less unique business (MediaTek & Marvell both do basically what BC does) and that narratives and vibes change quick In the end earnings are what matters. Make your projections and investments follow the earnings" [X Link](https://x.com/Midnight_Captl/status/1998960969977135240) 2025-12-11T03:40Z 4888 followers, 6671 engagements "So many people are looking for a reason to sell $NVDA Problem is theres just not a good reason out there" [X Link](https://x.com/Midnight_Captl/status/1999192088550789283) 2025-12-11T18:58Z 4888 followers, 6720 engagements "If $NVDA put up these numbers the stock would be down X% AH. Wallstreet is an absolute 🤡 show atm Happy for $AVGO shareholders just think we are in a clown market" [X Link](https://x.com/Midnight_Captl/status/1999242455741497543) 2025-12-11T22:18Z 4888 followers, 14.7K engagements "We disagree too. And bad answer I just dont think that will happen LOL" [X Link](https://x.com/Midnight_Captl/status/1999246349473357888) 2025-12-11T22:34Z 4888 followers, 2123 engagements "It appears we spoke too soon" [X Link](https://x.com/Midnight_Captl/status/1999247785951162379) 2025-12-11T22:39Z 4888 followers, 8924 engagements "The reason why Broadcom $AVGO has been such a darling this year for Wall Street is that it presents an opportunity to restore order to the universe. Compress Nvidias margins and get back to hyperscaler supremacy. The winners as ordained by the high priests in Manhattan have always been Microsoft Amazon Google. The idea that a company who spent XX years making computer graphics chips is now more valuable than all of them is a bridge too far for your average finance bro And so the long fight continues the battle to want to see hardware commoditized once again to restore order to the universe." [X Link](https://x.com/Midnight_Captl/status/1999255047310574067) 2025-12-11T23:08Z 4888 followers, 6808 engagements "@MF_Camillus @DavidSacks @theinformation And the best way to destabilize the gov is to kneecap the one largest thing they have going for them which is the boom in the AI industry There is a systematic attempt to takedown $NVDA and the Trump admin as a byproduct @DavidSacks" [X Link](https://x.com/Midnight_Captl/status/1999546746075222381) 2025-12-12T18:27Z 4888 followers, XX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@Midnight_Captl Midnight Capital LLC
Midnight Capital LLC posts on X about $nvda, business, $googl, $avgo the most. They currently have XXXXX followers and 1080 posts still getting attention that total XXXXXX engagements in the last XX hours.
Engagements: XXXXXX #
- X Week XXXXXX -XX%
- X Month XXXXXXXXX +2,515%
- X Months XXXXXXXXX +548%
- X Year XXXXXXXXX -XX%
Mentions: XX #
- X Week XX -XX%
- X Month XXX +123%
- X Months XXX +299%
- X Year XXX +149%
Followers: XXXXX #
- X Week XXXXX +5.10%
- X Month XXXXX +69%
- X Months XXXXX +86%
- X Year XXXXX +96%
CreatorRank: XXXXXXX #
Social Influence
Social category influence stocks technology brands finance currencies countries
Social topic influence $nvda #226, business, $googl, $avgo #107, ai, apple, $tsm #84, avgo #73, $meta #309, meta
Top accounts mentioned or mentioned by @theaiinvestor @hotaisle @sbamatthias @danielnewmanuv @ellliotttb @sama @ns123abc @buccocapital @carolwalshreal1 @openai @elonmusk @teortaxestex @a16z @moseskagan @smbattorney @dhasandev @ldloeb @alexforbes @dylan522p @sweatystartup
Top assets mentioned NVIDIA Corp. (NVDA) Alphabet Inc Class A (GOOGL) Broadcom, Inc. (AVGO) Taiwan Semiconductor (TSM) Metadium (META) Apple, Inc. (AAPL) Credo Technology Group Holding Ltd Ordinary Shares (CRDO) Coherent Inc (COHR) Lumentum Holdings Inc. Common Stock (LITE) Oracle Corporation (ORCL) Amazon.com, Inc. (AMZN) Microsoft Corp. (MSFT)
Top Social Posts
Top posts by engagements in the last XX hours
"$META is a XX% position for us (massive) so this is a big win. Zuck was always going to make a huge comeback. Never bet against Zuck"
X Link 2025-12-04T14:15Z 4888 followers, 2629 engagements
"@buccocapital @GavinSBaker @InvestLikeBest If they do then AI inputs re rate higher Its a bull market time of our lives brother"
X Link 2025-12-11T18:46Z 4888 followers, XXX engagements
"$NVDA This is the bubble LOL"
X Link 2025-12-08T18:55Z 4888 followers, 4019 engagements
"The honest answer is investors are not used to thinking about hardware. Hardware is supposed to be for nerds. It always has been. The Street has never been expected to know the difference between HBM and DRAM and TPU vs GPU and Tranium and ASIC FLOPS and PFLOPS and all this nerd stuff So they get scared because truthfully they dont want to go deep and many are holding out hope they dont have to go deep. That this cycle like every other will end with the main value accrual going to the hyperscaler / application layer and this HBM / GPU nightmare will come to an end So for now they think theyre"
X Link 2025-12-11T20:11Z 4888 followers, XXX engagements
"Weve done a good amount of research now on $CRDO $COHR and $LITE in anticipation of optical interconnects becoming an HBM type bottleneck in 2026 Our conclusion is that there are too many unknown unknowns with picking these stocks / very difficult to determine who will really have a competitive product that produces durable earnings growth in the future. Also difficult to determine how much earnings growth there will be We cant rationalize allocating incremental dollars to any of these companies over $TSMC or our other holdings which we feel we can understand much more comfortably"
X Link 2025-12-09T06:51Z 4863 followers, 22.6K engagements
"@MF_Camillus Broadcom also doesnt have nearly the same moat as NV. Scale up / scale out networking is hard and BC does a good job but as Gavin laid out in his recent podcast there are other vendors who are good at networking too. There is only company who supplies CUDA hardware"
X Link 2025-12-10T11:13Z 4879 followers, XX engagements
"@MF_Camillus It really is incredible. Maybe its partially political You have @KristinaParts and @dee_bosa who literally havent printed a positive story about Nvidia in the past X years - theres an allergy to it. CNBC but the Street in general despises it for some reason"
X Link 2025-12-10T11:20Z 4877 followers, XXX engagements
"@MF_Camillus @KristinaParts @dee_bosa We think its partly the fear of dot com analogy (Cisco was the biggest company on earth they thought the infrastructure build out would last a lot longer it didnt big stock crash yadayada). Not that BC is immune just that its not quite as on the nose as NV Cisco"
X Link 2025-12-10T11:23Z 4877 followers, XX engagements
"Wait. Yesterday we were being told that no Chinese firm would be allowed to buy the chips and now this today 🫨 Maybe just maybe its all theatre and the Chinese firms end up placing big orders $NVDA"
X Link 2025-12-10T11:26Z 4874 followers, 3358 engagements
"@benitoz Apple products are too expensive consumers wont pay for them considering to the competition thats coming The phone is just a commodity Apple margins cant be sustained Its just a hardware business how many phones can they possibly ship The similarities are wild"
X Link 2025-12-11T04:49Z 4864 followers, XX engagements
"@benitoz Reports of DGX Leptons death may have been greatly exaggerated"
X Link 2025-12-11T06:55Z 4888 followers, XXX engagements
"$NVDA today is $AAPL in 2012 IYKYK"
X Link 2025-12-10T22:56Z 4888 followers, 1311 engagements
"Dylan and his business do far better when there are competitive threats presence in the semiconductor industry. If the story is Nvidia is dominating and no one is even close and that story persists its very hard to sell research. If there are many risks present for example AMD or now Google buy and sell side analysts want to subscribe to Dylans research to understand whats going on. Good business for Dylan to stir the pot and introduce fear or uncertainty"
X Link 2025-11-29T16:00Z 4838 followers, 233.7K engagements
"🚨 What really happened to Dylan Patel / SemiAnalysis: X It started when SemiAnalysis started getting sponsored by the hyperscaler ecosystem. Those customers wanted less dependence on NV and more pricing leverage. Once your revenue and access depend on that crowd your objective work naturally starts to lean toward their interests. Keep the clouds happy keep the business alive & growing. X AMD and other Nvidia challengers leaned in. They actively sought favorable coverage which dovetailed perfectly with what hyperscalers wanted to hear anyway. Even if the authors believed they were being"
X Link 2025-11-30T20:37Z 4847 followers, 300.8K engagements
"The first phone call CC Wei makes when $TSM decides to open up sales for their next batch of wafers (most likely X years out rolling) is Jensen Huang $NVDA Not Apple. Not Google. Not Broadcom"
X Link 2025-12-05T16:48Z 4856 followers, 34.1K engagements
"Were muting every account we see bear posting about NV Some people simply cannot be saved - a genuine mess. Opportunity to invest in the Apple of our generation at a low valuation and cannot get out of their own way Pathetic and sad"
X Link 2025-12-08T23:11Z 4860 followers, 2858 engagements
"@kermankohli More unknowns with Micron and less of a track record of dominance"
X Link 2025-12-09T17:52Z 4856 followers, XXX engagements
"We cant wait to hear what these two mega minds have to say about how Broadcoms earnings are bearish for $NVDA tomorrow"
X Link 2025-12-11T23:15Z 4852 followers, XX engagements
"Does this sound familiar $NVDA = $AAPL 2012"
X Link 2025-12-12T00:01Z 4854 followers, XX engagements
"@benitoz We have them doing at least $350B next year (growing XX% YoY). If they decelerated to just XX% growth in 2027 that would be $455B in rev"
X Link 2025-12-03T16:49Z 4886 followers, XXX engagements
"$TSM shareholders today"
X Link 2025-12-10T19:52Z 4883 followers, XXX engagements
"Probably a good time to start looking at establishing a position in $ORCL"
X Link 2025-12-11T14:59Z 4886 followers, 1446 engagements
"@atxcap2622 We mute the bears now so dont know 😅🤷♂"
X Link 2025-12-11T19:36Z 4884 followers, XX engagements
"@MF_Camillus Were gonna topple NV with cheap shit ahaha and Google will never replace ussss"
X Link 2025-12-11T22:36Z 4886 followers, XXX engagements
"$TSM down almost X% on news that people are too dumb to know TPUs are produced by TSMC"
X Link 2025-11-25T14:46Z 4888 followers, 883.8K engagements
"Amazon $AMZN is such a dog water stock. Jassy just doesnt have it and Bezos is too busy in Majorca on his boat to care Theyre now trying to walk back their anti Nvidia stance but its too little too late as the other major clouds deepened their partnership with NV significantly Good luck with Tranium tho Welcome to Big Jeffs Tranium Hell"
X Link 2025-12-04T17:42Z 4888 followers, 25.4K engagements
"Do not fall for @theinformation lies in the coming weeks and months re. Rubin delays 🚨🚨"
X Link 2025-12-09T02:47Z 4888 followers, XXX engagements
"Love the question Our full thesis on $META is quite a bit longer than this but the highlights are that Meta is going to benefit from two mega trends that have very little to do with their execution (any execution on top is additive) X. Deflation in ad gen. As the cost of creative crash thanks to AI tools like nano banana & others we believe the bid on distribution will go up materially. CMOs are unlikely to give budget back to CFOs because their competitors will bid for more impressions (forcing them to keep up) X. As advertising becomes easier (just bring a CC and tell Meta what your"
X Link 2025-12-09T04:53Z 4888 followers, 5335 engagements
"A friend asked us about Broadcom today because the stock had been going up so much surely its a good bet from here We told them $AVGO is 2x the valuation of $NVDA as a far less unique business (MediaTek & Marvell both do basically what BC does) and that narratives and vibes change quick In the end earnings are what matters. Make your projections and investments follow the earnings"
X Link 2025-12-11T03:40Z 4888 followers, 6671 engagements
"So many people are looking for a reason to sell $NVDA Problem is theres just not a good reason out there"
X Link 2025-12-11T18:58Z 4888 followers, 6720 engagements
"If $NVDA put up these numbers the stock would be down X% AH. Wallstreet is an absolute 🤡 show atm Happy for $AVGO shareholders just think we are in a clown market"
X Link 2025-12-11T22:18Z 4888 followers, 14.7K engagements
"We disagree too. And bad answer I just dont think that will happen LOL"
X Link 2025-12-11T22:34Z 4888 followers, 2123 engagements
"It appears we spoke too soon"
X Link 2025-12-11T22:39Z 4888 followers, 8924 engagements
"The reason why Broadcom $AVGO has been such a darling this year for Wall Street is that it presents an opportunity to restore order to the universe. Compress Nvidias margins and get back to hyperscaler supremacy. The winners as ordained by the high priests in Manhattan have always been Microsoft Amazon Google. The idea that a company who spent XX years making computer graphics chips is now more valuable than all of them is a bridge too far for your average finance bro And so the long fight continues the battle to want to see hardware commoditized once again to restore order to the universe."
X Link 2025-12-11T23:08Z 4888 followers, 6808 engagements
"@MF_Camillus @DavidSacks @theinformation And the best way to destabilize the gov is to kneecap the one largest thing they have going for them which is the boom in the AI industry There is a systematic attempt to takedown $NVDA and the Trump admin as a byproduct @DavidSacks"
X Link 2025-12-12T18:27Z 4888 followers, XX engagements