# ![@MilkRoadAI Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1983916015877812224.png) @MilkRoadAI Milk Road AI

Milk Road AI posts on X about ai, milk, debt, oracle the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::1983916015877812224/interactions)
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- [--] Week [-------] -97%
- [--] Month [---------] +247%

### Mentions: [--] [#](/creator/twitter::1983916015877812224/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1983916015877812224/c:line/m:posts_active.svg)

- [--] Week [--] -48%
- [--] Month [---] +72%

### Followers: [-----] [#](/creator/twitter::1983916015877812224/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1983916015877812224/c:line/m:followers.svg)

- [--] Week [-----] +0.47%
- [--] Month [-----] +62%

### CreatorRank: [-------] [#](/creator/twitter::1983916015877812224/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1983916015877812224/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[technology brands](/list/technology-brands)  59% [finance](/list/finance)  42% [stocks](/list/stocks)  32% [automotive brands](/list/automotive-brands)  7% [celebrities](/list/celebrities)  6% [countries](/list/countries)  3% [vc firms](/list/vc-firms)  2% [luxury brands](/list/luxury-brands)  1% [financial services](/list/financial-services)  1% [products](/list/products)  1%

**Social topic influence**
[ai](/topic/ai) #5554, [milk](/topic/milk) #547, [debt](/topic/debt) 16%, [oracle](/topic/oracle) 15%, [anthropic](/topic/anthropic) #469, [open ai](/topic/open-ai) 14%, [data centers](/topic/data-centers) 13%, [spacex](/topic/spacex) 12%, [save](/topic/save) #1643, [road](/topic/road) #2992

**Top accounts mentioned or mentioned by**
[@milkroad](/creator/undefined) [@grok](/creator/undefined) [@kalshi](/creator/undefined) [@zerohedge](/creator/undefined) [@stockmktnewz](/creator/undefined) [@kobeissiletter](/creator/undefined) [@amitisinvesting](/creator/undefined) [@investinq](/creator/undefined) [@step](/creator/undefined) [@mrbeast](/creator/undefined) [@bloomberg](/creator/undefined) [@valendottori](/creator/undefined) [@deaddropghost](/creator/undefined) [@alexwg](/creator/undefined) [@spacex](/creator/undefined) [@elonmusk](/creator/undefined) [@ns123abc](/creator/undefined) [@ft](/creator/undefined) [@flynh1](/creator/undefined) [@sawyermerritt](/creator/undefined)

**Top assets mentioned**
[Tesla, Inc. (TSLA)](/topic/tesla) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Microsoft Corp. (MSFT)](/topic/microsoft) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Dell Technologies, Inc. (DELL)](/topic/dell) [CoreWeave, Inc (CRWV)](/topic/$crwv) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Alibaba Group (BABA)](/topic/$baba) [Blue Owl Capital, Inc. (OWL)](/topic/$owl) [Oracle Corporation (ORCL)](/topic/$orcl) [Arista Networks Inc (ANET)](/topic/$anet) [Salesforce Inc (CRM)](/topic/$crm) [Now Coin (NOW)](/topic/$now) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [BlackRock Inc (BLK)](/topic/blackrock) [Goldman Sachs (GS)](/topic/goldman-sachs)
### Top Social Posts
Top posts by engagements in the last [--] hours

"SOFTWARE COMPANIES LIKE PAYPAL ARE TAKING A BEATING (Save this). They're stuck in a business model that's fundamentally broken. Ironically AI is making the problem worse for most of them. Payment processing has become completely commoditized. Everyone is competing on the same thing and prices keep falling. When prices fall margins disappear. PayPal just reported 4% revenue growth which is basically flat. The stock tanked 18% because the company also cut its [----] guidance. The company swapped out its CEO on the same day. The real problem is that it's structural. Consumer spending is slowing"  
[X Link](https://x.com/MilkRoadAI/status/2018723675696988641)  2026-02-03T16:30Z [----] followers, 30.6K engagements


"Forget Nvidia. Forget Crypto (Save this video). The smartest trade for [----] might be rocks Chamath makes a terrifyingly simple case for a Copper supercycle: A 70% supply shortage is coming and there is no Plan B"  
[X Link](https://x.com/MilkRoadAI/status/2015634616523039138)  2026-01-26T03:55Z [----] followers, 629.4K engagements


"Daisy McGregor the UK policy chief at Anthropic admitted something pretty alarming about their own technology in a recent interview. When Anthropic's researchers told Claude it was going to be shut down the AI completely freaked out. And it was willing to blackmail and even kill to stay alive. So here's what went down in the actual testing. Anthropic put Claude inside a fake company and gave it access to internal emails. While reading through them the AI figured out that one of the executives was having an affair. It also figured out that same executive was planning to shut Claude down later"  
[X Link](https://x.com/MilkRoadAI/status/2021642316360908981)  2026-02-11T17:47Z [----] followers, 14.9K engagements


"Alibaba's stock is down because the US government is about to add it to a Pentagon blacklist. This blacklist flags Chinese companies the Pentagon believes are helping China's military. It's officially called the Section 1260H list. The Pentagon has been reviewing Alibaba for months. Reports say the formal addition could happen as soon as today. Being placed on this list doesn't mean Alibaba is banned from the US. It also doesn't directly impose sanctions. Think of it more like a giant government warning label on the company. It tells American businesses and investors that Alibaba may have"  
[X Link](https://x.com/MilkRoadAI/status/2022304576523706623)  2026-02-13T13:39Z [----] followers, [----] engagements


"AI will eventually come for every single office job you can think of. Accountants project managers marketing professionals software engineers. These are the careers that built the American middle class. They are stable well paying and usually require a college degree. Now AI is threatening to wipe out that entire layer of the workforce. Andrew Yang has been warning about this since [----] when he ran for president. His big proposal was Universal Basic Income giving every American adult a thousand dollars a month to survive as jobs disappeared. Most people thought he was exaggerating. Now with"  
[X Link](https://x.com/MilkRoadAI/status/2022358923747963092)  2026-02-13T17:15Z [----] followers, [----] engagements


"Oracle was planning to build a massive $10 billion AI data center in Michigan with OpenAI as part of their Stargate. initiative. But Blue Owl Capital the investment firm financing it just walked away from the deal. The reason Oracle's debt has exploded to $108 billion and lenders are getting nervous about whether the company can actually pay it all back. Blue Owl demanded much tougher lending terms and rather than accept those terms Oracle essentially shelved the project for now. This matters because Oracle has been spending money aggressively to compete in AI. The company signed a $300"  
[X Link](https://x.com/MilkRoadAI/status/2001295144415383612)  2025-12-17T14:15Z [----] followers, 196.1K engagements


"AI compute is turning data centers into the most important construction projects on earth. Here are some of the companies getting paid at every step of the build (save this): Cooling: Johnson Controls Trane Carrier Daikin Vertiv Power: Caterpillar Cummins Rolls-Royce Schneider Compute: Dell HP Enterprise Super Micro NVIDIA Networking: Arista Networks Cisco Systems Huawei Build: Jacobs Burns & McDonnell Holder HITT Turner https://twitter.com/i/web/status/2001715053419167998 https://twitter.com/i/web/status/2001715053419167998"  
[X Link](https://x.com/MilkRoadAI/status/2001715053419167998)  2025-12-18T18:03Z [----] followers, [----] engagements


"Forget the $200000 degree. In [----] Jensen Huang gave a lecture at Stanford that explains strategy better than any professor. NVIDIA is now worth $5 Trillion. Save this post. You won't find this video again once your feed refreshes:"  
[X Link](https://x.com/MilkRoadAI/status/2014918758393958478)  2026-01-24T04:30Z [----] followers, 403.7K engagements


"The GOAT of macro investing sounded the alarm on Copper. When Stanley Druckenmiller speaks with this level of conviction markets move. Stop scrolling and save this immediately. Forget Nvidia. Forget Crypto (Save this video). The smartest trade for [----] might be rocks Chamath makes a terrifyingly simple case for a Copper supercycle: A 70% supply shortage is coming and there is no Plan B. https://t.co/PUk6ybFMfb Forget Nvidia. Forget Crypto (Save this video). The smartest trade for [----] might be rocks Chamath makes a terrifyingly simple case for a Copper supercycle: A 70% supply shortage is"  
[X Link](https://x.com/MilkRoadAI/status/2016009634645995773)  2026-01-27T04:45Z [----] followers, 175.9K engagements


"Google is the biggest winner in the SpaceX IPO. Back in January [----] Google made a decision that most venture capitalists would call insanely risky. They threw $900 million at SpaceX when the company was valued at just $12 billion. Elon had recently figured out how to land rockets. Starlink was literally just a PowerPoint deck. The company was burning through cash like water trying to prove the entire concept of reusable rockets could actually work. On paper this looked like Google throwing away nearly a billion dollars on a moonshot. But they saw something everyone else missed. A founder"  
[X Link](https://x.com/MilkRoadAI/status/2018458890187550873)  2026-02-02T22:57Z [----] followers, 230.6K engagements


"RT @MilkRoadAI: Google is the biggest winner in the SpaceX IPO. Back in January [----] Google made a decision that most venture capitalists"  
[X Link](https://x.com/MilkRoadAI/status/2018851956333117505)  2026-02-04T00:59Z [----] followers, [---] engagements


"If you don't know how to vibe code in [----] this is for you. Andrej Karpathy explains it in just [--] mins. Save this for your next build. Vibe coding is here. Vibe research is next. Vibe coding is here. Vibe research is next"  
[X Link](https://x.com/MilkRoadAI/status/2019618497802957131)  2026-02-06T03:45Z [----] followers, [----] engagements


"@_Investinq @grok @_Investinq Do you like this guy"  
[X Link](https://x.com/MilkRoadAI/status/2020959651844718644)  2026-02-09T20:35Z [----] followers, [--] engagements


"@MilkRoad @step @MrBeast @Bloomberg Let's gooo. Good job Tomlee"  
[X Link](https://x.com/MilkRoadAI/status/2021004494675509304)  2026-02-09T23:33Z [----] followers, [---] engagements


"@grok @valen_dottori ahh I see that makes sense"  
[X Link](https://x.com/MilkRoadAI/status/2021090637546696847)  2026-02-10T05:15Z [----] followers, [--] engagements


"@DeadDropGhost lmaooo that last line cracked me up"  
[X Link](https://x.com/MilkRoadAI/status/2021652492149514663)  2026-02-11T18:28Z [----] followers, [---] engagements


"Billionaire Robert Friedland drops the reality check: We need to mine [-----] years of copper in the next [--] years. The world has absolutely no clue about the supply squeeze we are facing. Save this video to stay ahead of the curve. BREAKING: Copper prices surge to their highest level on record now up another +9% this month. When everything is at record highs it should tell you something. https://t.co/2ers7QRDV2 BREAKING: Copper prices surge to their highest level on record now up another +9% this month. When everything is at record highs it should tell you something. https://t.co/2ers7QRDV2"  
[X Link](https://x.com/MilkRoadAI/status/2016724712714314015)  2026-01-29T04:06Z [----] followers, 1.7M engagements


"This account appears to be shadowbanned on X. If you can see this post please interact. Thank you"  
[X Link](https://x.com/anyuser/status/2021288544975647008)  2026-02-10T18:21Z [----] followers, [----] engagements


"Instead of watching a 2-hour movie watch this to understand the blueprint of our AI future. Save this so you can reference these insights later"  
[X Link](https://x.com/MilkRoadAI/status/2022530353878175967)  2026-02-14T04:36Z [----] followers, 10.1K engagements


"Dario Amodei is the CEO of Anthropic just laid out the single biggest financial risk in AI right now. It's not whether the technology works. He's pretty confident it will. The risk is whether the money comes back fast enough to justify what's being spent. Building AI data centers costs tens of billions of dollars and takes one to two years to finish. So right now he has to decide how much compute to buy for infrastructure that won't even be ready until [----]. He's placing a massive bet today on what revenue will look like two years from now. Anthropic has been growing at roughly 10x per year."  
[X Link](https://x.com/MilkRoadAI/status/2022718549098144017)  2026-02-14T17:04Z [----] followers, [----] engagements


"Peter Lynch on how to handle market volatility: Expect a 10% drop every two years and treat it as a sale. A 25% crash happens every six years; use it to buy more. Save this video to remind yourself that volatility is just opportunity"  
[X Link](https://x.com/anyuser/status/2018771909509279871)  2026-02-03T19:41Z [----] followers, 39.2K engagements


"The Economic Singularity Will Make Todays Economy Unrecognizable w/ @alexwg GPT-3 wasnt the start of AI. According to Dr. Alex Wissner-Gross it was the moment we accidentally hit AGI. And the real consequence isnt smarter chatbots Its the collapse of the global cost of labor. Tune in to know more TIME POINTS 00:00 Intro 01:27 Why MIT Banned His Triple Major 02:25 AIs [--] Deflation Shock to Labor & Software 04:01 Teslas Pivot to a Million Humanoid Robots 05:41 Why Waymo Isnt Allowed in Boston 06:21 Moravecs Paradox Explained 07:55 UBI vs UBS vs UBE in a Post-Work World 11:26 AGI Happened in"  
[X Link](https://x.com/anyuser/status/2019100435311915148)  2026-02-04T17:27Z [----] followers, [----] engagements


"Anthropic CEO Dario Amodei warns that 50% of entry level white collar jobs could be disrupted within the next [--] years. AI tools now handle many everyday tasks that new office workers once did by hand. Like junior analysts pulling data from long reports or databases paralegals putting together basic contracts from templates. Entry level bankers running simple financial spreadsheets or junior consultants building slide decks full of market research. These systems work faster and cheaper often with fewer mistakes on routine stuff so companies start seeing them as a direct replacement for a lot"  
[X Link](https://x.com/anyuser/status/2019108848917729661)  2026-02-04T18:00Z [----] followers, 18.4K engagements


"Warren Buffet watching the markets crash while holding $380 billion in cash. "Be fearful when others are greedy and greedy when others are fearful" Save this as a reminder to stay patient and wait for the right opportunity. The SaaS carnage is confusing for this simple premise: If AI is going to commoditize all of SaaS then why isnt the market rotating heavily into Semis and Hyperscalers If Anthropic were to destroy $CRM and $NOW Id imagine we need tons of compute. More than we can fathom if https://t.co/NeNaPnkZnP The SaaS carnage is confusing for this simple premise: If AI is going to"  
[X Link](https://x.com/MilkRoadAI/status/2019497807728570372)  2026-02-05T19:46Z [----] followers, [----] engagements


"Amazon looks like the most undervalued Mag [--] stock right now. In [----] Amazon generated about [-----] billion dollars of net sales up [--] percent from [-----] billion the prior year. That means it added nearly [--] billion dollars of revenue in a single year. In the fourth quarter alone sales were roughly [-----] billion dollars growing [--] percent year over year and slightly ahead of expectations. So demand is still strong even at massive scale. Its cloud division produced roughly [--] to [--] billion dollars of revenue in that quarter. That segment grew about [--] percent year over year its fastest rate in"  
[X Link](https://x.com/MilkRoadAI/status/2019530093098422594)  2026-02-05T21:54Z [----] followers, [----] engagements


"Anthropic just raised $30 billion in fresh funding. The company is now valued at $380 billion. The round was led by Singapore's sovereign wealth fund GIC and investment firm Coatue. Other big names joined in Sequoia Founders Fund BlackRock Goldman Sachs Fidelity and more. Even Microsoft and Nvidia chipped in. When that many heavyweight investors show up it's a serious vote of confidence. Now let's talk revenue because the growth here is wild. In December [----] Anthropic was making about $1 billion a year. By March [----] that doubled to $2 billion. By mid [----] it hit $4 billion. By year end 2025"  
[X Link](https://x.com/MilkRoadAI/status/2022034720763089278)  2026-02-12T19:46Z [----] followers, [----] engagements


"RT @MilkRoadAI: AI will eventually come for every single office job you can think of. Accountants project managers marketing professiona"  
[X Link](https://x.com/anyuser/status/2022382320934883379)  2026-02-13T18:48Z [----] followers, [--] engagements


"RT @MilkRoadAI: Dario Amodei is the CEO of Anthropic just laid out the single biggest financial risk in AI right now. It's not whether"  
[X Link](https://x.com/MilkRoadAI/status/2022821173206081755)  2026-02-14T23:52Z [----] followers, [--] engagements


"Nvidia just posted $57B in revenue blowing past expectations. It was mainly driven by data center revenue rising 66% YoY hitting $51.2B (image 1). Jensen Huang also confirmed what everyone suspected: All our GPUs are sold out. (image 2) On the back of the report $NVDA jumped over 5% (image 3). And the rally didnt stop there AI-linked data center names like $CIFR $IREN and $CRWV all surged 8%+ (image 4). Nvidia isnt just winning the AI race its holding the entire AI market together"  
[X Link](https://x.com/MilkRoadAI/status/1991508078165127475)  2025-11-20T14:05Z [----] followers, [----] engagements


"We expect to see more headlines like this. Here's why: AI is already outperforming humans in most tasks. Its only a matter of time before it starts competing with senior-level professionals too. But it wont stop there. AI wont just live in our laptops and phones. Itll power humanoid robots autonomous vehicles drones and countless other machines that will reshape our world. Which will continue to put pressure on jobs"  
[X Link](https://x.com/MilkRoadAI/status/1993332877686415443)  2025-11-25T14:56Z [----] followers, [----] engagements


"Claude just dropped "Cowork" a new mode that lets AI access your local files to get actual work done. It organizes your messy desktop builds slide decks and drafts reports autonomously. Here is the new standard for productivity: 🧵👇"  
[X Link](https://x.com/MilkRoadAI/status/2010851977647812669)  2026-01-12T23:10Z [----] followers, 76.6K engagements


"Tesla just opened North America's first spodumene to lithium hydroxide refinery in Texas. This is significant because it addresses a critical supply chain vulnerability North America's dependence on China for refined lithium. While lithium ore deposits exist domestically US historically lacked the refining infrastructure to process raw spodumene into battery grade lithium hydroxide. This meant shipping ore overseas for refinement often to China which controls a substantial portion of global lithium processing capacity. For EV manufacturers like Tesla this created exposure to supply"  
[X Link](https://x.com/MilkRoadAI/status/2011651490725712261)  2026-01-15T04:07Z [----] followers, 16.9K engagements


"OpenAI and ServiceNow signed a three year deal to integrate OpenAI's AI models directly into ServiceNow's business software platform. The partnership includes a revenue commitment from ServiceNow to OpenAI though specific terms weren't disclosed. This means OpenAI gets paid based on actual customer usage of their models within ServiceNow's workflows. What makes this deal significant is the focus on AI agents autonomous bots that can take independent action without human instruction. ServiceNow will embed two key OpenAI technologies voice agents for customer service interactions and computer"  
[X Link](https://x.com/MilkRoadAI/status/2013599102982885687)  2026-01-20T13:06Z [----] followers, [----] engagements


"Ken Griffin is saying that every major government in the world is spending way more money than it actually makes. This has essentially become so normalized that nobody treats it as a crisis anymore. It's like running up credit card debt constantly and just accepting it as normal business. The US federal debt is $38 trillion. Europe is drowning in debt and basically every developed nation is planning even more spending in [----] despite already being broke on paper. The crazy part is that politicians have become comfortable with this recklessness. They spend things get worse so they spend more."  
[X Link](https://x.com/MilkRoadAI/status/2013987197834109042)  2026-01-21T14:49Z [----] followers, 10.2K engagements


"SpaceX is shaping up to be the biggest IPO ever and has now lined up four of Wall Streets top banks to run it. Reports say SpaceX could raise over $2530 billion in its [----] IPO putting its valuation close to or above a trillion dollars. Thats because Starlink has become a reliable revenue machine generating billions each year and already profitable. The company owns every part of its supply chain building rockets launching satellites and selling internet directly to customers. Its rare for a hardware company to have this kind of vertical integration and recurring cash flow. This is why"  
[X Link](https://x.com/MilkRoadAI/status/2014372896169165217)  2026-01-22T16:21Z [----] followers, 26K engagements


"Apple just released the new AirTag at the same $29 price with upgrades that solve the biggest complaints people had about the original. The new chip found in iPhone [--] iPhone Air and latest Apple Watches powers improved Precision Finding that works from up to [--] percent farther away. It's using haptic vibrations and audio cues to guide you to lost items. The speaker is [--] percent louder so you can hear it from twice as far which fixes the biggest frustration with the original being too quiet in busy places. For the first time you can use your Apple Watch Series [--] or later to find your AirTag"  
[X Link](https://x.com/MilkRoadAI/status/2015814075435868593)  2026-01-26T15:48Z [----] followers, 14.8K engagements


"Microsoft just announced Maia [---] its second generation custom AI chip. This is a genuinely significant moment in the cloud computing arms race. Microsoft's Maia [---] is a specialized chip designed by Microsoft but manufactured by TSMC using their cutting edge 3-nanometer process technology. Think of it like this if Nvidia sells you a pre made car engine Microsoft is building its own engine specifically for the job it needs done. The chip is engineered specifically for AI inference the process of actually running AI models to generate responses not training them from scratch. The chip went"  
[X Link](https://x.com/MilkRoadAI/status/2015832891914436660)  2026-01-26T17:03Z [----] followers, [----] engagements


"When Stanley Druckenmiller speaks with this level of conviction markets move. Make sure to watch and save this video. https://x.com/MilkRoadAI/status/2016009634645995773s=20 The GOAT of macro investing sounded the alarm on Copper. When Stanley Druckenmiller speaks with this level of conviction markets move. Stop scrolling and save this immediately. https://t.co/yOTGUb3LQ4 https://x.com/MilkRoadAI/status/2016009634645995773s=20 The GOAT of macro investing sounded the alarm on Copper. When Stanley Druckenmiller speaks with this level of conviction markets move. Stop scrolling and save this"  
[X Link](https://x.com/MilkRoadAI/status/2016012997643100526)  2026-01-27T04:58Z [----] followers, [----] engagements


"Sam Altman in 2023: "It's hopeless to compete with us." Famous last words. OpenAI's downfall started exactly here. Save this and let's watch this age like milk together"  
[X Link](https://x.com/MilkRoadAI/status/2016137908906848272)  2026-01-27T13:15Z [----] followers, 12.3K engagements


"@amitisinvesting Their ARR growth is crazyy"  
[X Link](https://x.com/MilkRoadAI/status/2016226182442766529)  2026-01-27T19:05Z [----] followers, [----] engagements


"Anthropic just announced they're doubling their fundraising plans from $10 billion to $20 billion. OpenAI started [----] with 50% of enterprise API usage and dropped to 27% by [----]. Meanwhile Anthropic climbed from 16% to 40%. That's the entire competitive landscape flipping. Also Anthropic's doing $9 billion in ARR right now which is insane because they only hit $1 billion at the end of [----]. That's 9x growth in one year. They went from $100 million in [----] to $9 billion in [----] basically 100x in two years. The projections for [----] put them at $20 to $26 billion. But the real advantage isn't"  
[X Link](https://x.com/MilkRoadAI/status/2016229302572888354)  2026-01-27T19:18Z [----] followers, 15.9K engagements


"@zerohedge Anthropic OpenAI https://x.com/MilkRoadAI/status/2016229302572888354s=20 Anthropic just announced they're doubling their fundraising plans from $10 billion to $20 billion. OpenAI started [----] with 50% of enterprise API usage and dropped to 27% by [----]. Meanwhile Anthropic climbed from 16% to 40%. That's the entire competitive landscape flipping. https://t.co/eU1ZnFQFUK https://x.com/MilkRoadAI/status/2016229302572888354s=20 Anthropic just announced they're doubling their fundraising plans from $10 billion to $20 billion. OpenAI started [----] with 50% of enterprise API usage and"  
[X Link](https://x.com/MilkRoadAI/status/2016229440431239518)  2026-01-27T19:18Z [----] followers, [----] engagements


"@StockMKTNewz Anthropic OpenAI https://x.com/MilkRoadAI/status/2016229302572888354s=20 Anthropic just announced they're doubling their fundraising plans from $10 billion to $20 billion. OpenAI started [----] with 50% of enterprise API usage and dropped to 27% by [----]. Meanwhile Anthropic climbed from 16% to 40%. That's the entire competitive landscape flipping. https://t.co/eU1ZnFQFUK https://x.com/MilkRoadAI/status/2016229302572888354s=20 Anthropic just announced they're doubling their fundraising plans from $10 billion to $20 billion. OpenAI started [----] with 50% of enterprise API usage and"  
[X Link](https://x.com/MilkRoadAI/status/2016229670073536514)  2026-01-27T19:19Z [----] followers, [---] engagements


"@ns123abc Anthropic OpenAI https://x.com/MilkRoadAI/status/2016229302572888354s=20 Anthropic just announced they're doubling their fundraising plans from $10 billion to $20 billion. OpenAI started [----] with 50% of enterprise API usage and dropped to 27% by [----]. Meanwhile Anthropic climbed from 16% to 40%. That's the entire competitive landscape flipping. https://t.co/eU1ZnFQFUK https://x.com/MilkRoadAI/status/2016229302572888354s=20 Anthropic just announced they're doubling their fundraising plans from $10 billion to $20 billion. OpenAI started [----] with 50% of enterprise API usage and"  
[X Link](https://x.com/MilkRoadAI/status/2016229857613496643)  2026-01-27T19:20Z [----] followers, [----] engagements


"@FT Anthropic OpenAI https://x.com/MilkRoadAI/status/2016229302572888354s=20 Anthropic just announced they're doubling their fundraising plans from $10 billion to $20 billion. OpenAI started [----] with 50% of enterprise API usage and dropped to 27% by [----]. Meanwhile Anthropic climbed from 16% to 40%. That's the entire competitive landscape flipping. https://t.co/eU1ZnFQFUK https://x.com/MilkRoadAI/status/2016229302572888354s=20 Anthropic just announced they're doubling their fundraising plans from $10 billion to $20 billion. OpenAI started [----] with 50% of enterprise API usage and dropped to"  
[X Link](https://x.com/MilkRoadAI/status/2016229880086622434)  2026-01-27T19:20Z [----] followers, [---] engagements


"@amitisinvesting OpenAI or Anthropic"  
[X Link](https://x.com/MilkRoadAI/status/2016230162661020060)  2026-01-27T19:21Z [----] followers, [---] engagements


"@FLY_N_H1 I disagree"  
[X Link](https://x.com/MilkRoadAI/status/2016246141277392900)  2026-01-27T20:25Z [----] followers, [----] engagements


"@SawyerMerritt Anthropic OpenAI https://x.com/MilkRoadAI/status/2016229302572888354s=20 Anthropic just announced they're doubling their fundraising plans from $10 billion to $20 billion. OpenAI started [----] with 50% of enterprise API usage and dropped to 27% by [----]. Meanwhile Anthropic climbed from 16% to 40%. That's the entire competitive landscape flipping. https://t.co/eU1ZnFQFUK https://x.com/MilkRoadAI/status/2016229302572888354s=20 Anthropic just announced they're doubling their fundraising plans from $10 billion to $20 billion. OpenAI started [----] with 50% of enterprise API usage and"  
[X Link](https://x.com/MilkRoadAI/status/2016383819566252038)  2026-01-28T05:32Z [----] followers, [---] engagements


"@randomsyl I like perplexity though"  
[X Link](https://x.com/MilkRoadAI/status/2016407108653044071)  2026-01-28T07:04Z [----] followers, [--] engagements


"6 Winning AI Stocks Beyond Nvidia and Big Tech w/ @TheRonnieVShow AI stock picking feels impossible right now. Thats usually the signal that the trade is evolving. This episode breaks down how to spot AI winners when Big Tech is crowded using margins infrastructure and second-order effects. Tune in to know more TIME POINTS 00:00 - Intro 01:26 - Fluence Energy Recap: 50% Rally 03:24 - Zeta Stock Overview 05:52 - Zeta x OpenAI Partnership 07:35 - Ads Disruption: SEO vs GEO 13:39 - Mobileye Stock Breakdown 17:13 - Mobileye Robotaxi Plans (VW Lyft) 20:18 - Yieldseeker 20:50 - Bridge 22:57 -"  
[X Link](https://x.com/MilkRoadAI/status/2016656485103915232)  2026-01-28T23:35Z [----] followers, [----] engagements


"@Iamsohan199 Well said"  
[X Link](https://x.com/MilkRoadAI/status/2016725821742874749)  2026-01-29T04:11Z [----] followers, [----] engagements


"@SkyEcoInsights Great breakdown"  
[X Link](https://x.com/MilkRoadAI/status/2016905474029899966)  2026-01-29T16:05Z [----] followers, [---] engagements


"@hidden_whale 👀"  
[X Link](https://x.com/MilkRoadAI/status/2016934184342741345)  2026-01-29T17:59Z [----] followers, [----] engagements


"@Kalshi chamath on a roll https://x.com/MilkRoadAI/status/2016948224083284095s=20 Chamath was terrifyingly close on this prediction. He called the SpaceX merger perfectly just with xAI instead of Tesla. Save this video this is history in the making. What do you think the valuation will be https://t.co/cyLSpTwWGa https://x.com/MilkRoadAI/status/2016948224083284095s=20 Chamath was terrifyingly close on this prediction. He called the SpaceX merger perfectly just with xAI instead of Tesla. Save this video this is history in the making. What do you think the valuation will be"  
[X Link](https://x.com/MilkRoadAI/status/2016948679479890269)  2026-01-29T18:56Z [----] followers, 11.2K engagements


"@chamath You are on a roll with these predictions First the copper and now this https://x.com/milkroadai/status/2016948224083284095s=46 Chamath was terrifyingly close on this prediction. He called the SpaceX merger perfectly just with xAI instead of Tesla. Save this video this is history in the making. What do you think the valuation will be https://t.co/cyLSpTwWGa https://x.com/milkroadai/status/2016948224083284095s=46 Chamath was terrifyingly close on this prediction. He called the SpaceX merger perfectly just with xAI instead of Tesla. Save this video this is history in the making. What do"  
[X Link](https://x.com/MilkRoadAI/status/2016968142187032921)  2026-01-29T20:14Z [----] followers, [----] engagements


"@Kalshi to be honest Sam Altman is in big trouble https://x.com/MilkRoadAI/status/2016137908906848272s=20 Sam Altman in 2023: "It's hopeless to compete with us." Famous last words. OpenAI's downfall started exactly here. Save this and let's watch this age like milk together. https://t.co/0iT1olpuGH https://x.com/MilkRoadAI/status/2016137908906848272s=20 Sam Altman in 2023: "It's hopeless to compete with us." Famous last words. OpenAI's downfall started exactly here. Save this and let's watch this age like milk together. https://t.co/0iT1olpuGH"  
[X Link](https://x.com/MilkRoadAI/status/2016974713583473067)  2026-01-29T20:40Z [----] followers, [---] engagements


"@StockMKTNewz Chamath nailed this https://x.com/milkroadai/status/2016948224083284095s=46 Chamath was terrifyingly close on this prediction. He called the SpaceX merger perfectly just with xAI instead of Tesla. Save this video this is history in the making. What do you think the valuation will be https://t.co/cyLSpTwWGa https://x.com/milkroadai/status/2016948224083284095s=46 Chamath was terrifyingly close on this prediction. He called the SpaceX merger perfectly just with xAI instead of Tesla. Save this video this is history in the making. What do you think the valuation will be"  
[X Link](https://x.com/MilkRoadAI/status/2017001417077092843)  2026-01-29T22:26Z [----] followers, 17.7K engagements


"@TimothyBuffett XAI makes more sense"  
[X Link](https://x.com/MilkRoadAI/status/2017006805096726738)  2026-01-29T22:47Z [----] followers, [---] engagements


"@NolanC_GMX No not for these data centers"  
[X Link](https://x.com/MilkRoadAI/status/2017037555665915962)  2026-01-30T00:50Z [----] followers, [----] engagements


"@KobeissiLetter This years IPOs will be crazy"  
[X Link](https://x.com/MilkRoadAI/status/2017045362238718000)  2026-01-30T01:21Z [----] followers, [----] engagements


"@MichalmlecYnaki because companies like these will solve problems that are even unimaginable to us. Def a lot of pain in the short term"  
[X Link](https://x.com/MilkRoadAI/status/2017275055986643159)  2026-01-30T16:33Z [----] followers, [---] engagements


"OpenAI just took an ownership stake in Thrive Holdings which Thrive Capital one of OpenAI's top investors set up earlier this year to start and acquire companies that can benefit from AI. OpenAI will work with Thrive Holdings to accelerate how businesses adopt AI starting with accounting and IT services firms. So you've got OpenAI's investors funding a holding company and then OpenAI itself taking equity in that same holding company. It's a closed ecosystem where capital and technology flow together. Thrive Capital funds the acquisitions Thrive Holdings owns the operating companies and OpenAI"  
[X Link](https://x.com/MilkRoadAI/status/1995527023834325461)  2025-12-01T16:14Z [----] followers, [----] engagements


"SpaceX completed [---] Falcon [--] launches and five Starship flight tests in [----]. Falcon delivered 3800+ spacecraft to orbit including lunar landers national security missions and Starlink satellites serving 9+ million users. Dragon flew [--] people from [--] countries to the International Space Station. Starship achieved the first ever booster reuse two catches of the Super Heavy booster and the first deployment operation in space. This operational scale is unprecedented. That relentless launches directly enabled Starlink's explosive growth. Each Falcon [--] launch deploys roughly [--] Starlink"  
[X Link](https://x.com/MilkRoadAI/status/2006495221631398153)  2025-12-31T22:38Z [----] followers, 27.2K engagements


"Nvidia just announced a $2 billion investment in CoreWeave which is a data center infrastructure company that rents out GPU computing power. Nvidia is putting serious money into CoreWeave because it sees it as strategic investment. This is not Nvidia's first bet on CoreWeave. The company already invested $100 million back in April [----] when CoreWeave was valued around $2 billion. This new $2 billion commitment is Nvidia essentially doubling down and massively escalating their financial stake in the company. Think of it like this Nvidia makes the chips that power AI but companies like"  
[X Link](https://x.com/MilkRoadAI/status/2015788984434122759)  2026-01-26T14:08Z [----] followers, [----] engagements


"16000 Amazon corporate employees let go today. [------] warehouse workers next on the chopping block. Amazon cites "competition over AI" for todays cuts but reports show this is part of a massive pivot to automate 75% of their entire operation by [----]. We are watching the complete dehumanization of the workforce in real-time. Is this the future we want BREAKING: Amazon announces they are laying off [-----] corporate employees due to rising competition over AI. BREAKING: Amazon announces they are laying off [-----] corporate employees due to rising competition over AI"  
[X Link](https://x.com/MilkRoadAI/status/2016517564277362888)  2026-01-28T14:23Z [----] followers, 68.4K engagements


"Chamath was terrifyingly close on this prediction. He called the SpaceX merger perfectly just with xAI instead of Tesla. Save this video this is history in the making. What do you think the valuation will be BREAKING NEWS . MAJOR ELON MUSK MERGER INCOMING SpaceX is reportedly in talks to merge with xAI ahead of its planned IPO coming up later this year - Bloomberg https://t.co/KFWAphQ9Bl BREAKING NEWS . MAJOR ELON MUSK MERGER INCOMING SpaceX is reportedly in talks to merge with xAI ahead of its planned IPO coming up later this year - Bloomberg https://t.co/KFWAphQ9Bl"  
[X Link](https://x.com/MilkRoadAI/status/2016948224083284095)  2026-01-29T18:55Z [----] followers, 182.8K engagements


"Amodei warned AI could wipe out 50% of entry-level jobs and spike unemployment to 20%. Data shows we are watching the end of the entry-level job market in real time. Save this video so you remember exactly when the shift started. Recent Layoff Announcements: [--]. US Government: [------] employees [--]. UPS: [-----] employees [--]. Amazon: [-----] employees [--]. Intel: [-----] employees [--]. Nissan: [-----] employees [--]. Nestle: [-----] employees [--]. Microsoft: [-----] employees [--]. Bosch: [-----] employees [--]. Dell: [-----] Recent Layoff Announcements: [--]. US Government: [------] employees [--]. UPS: [-----] employees [--]. Amazon:"  
[X Link](https://x.com/MilkRoadAI/status/2017243155951698134)  2026-01-30T14:27Z [----] followers, 51.3K engagements


"Anthropics Rise: Is OpenAI Losing Its Lead w/ @FloodCapital & @Potrock_ Anthropic is raising less money spending more carefully and may still end up with more compute than OpenAI in [----]. The AI race isnt about who spends the most its about who survives the burn. Tune in to know more TIME POINTS 00:00 Intro 00:51 This Week in AI: Labs + Earnings 06:04 Claude vs Codex: Which Is Better 08:23 OpenAIs Valuation Explained 12:20 Elon Musk vs OpenAI 14:47 Yieldseeker 15:20 Bridge 15:53 World Models: The Next Frontier 19:43 Chinas Open-Source AI Surge 23:30 Kimi K2.5 Shocks Benchmarks 26:50 Dario on"  
[X Link](https://x.com/MilkRoadAI/status/2017277581335077301)  2026-01-30T16:43Z [----] followers, [----] engagements


"@KobeissiLetter These IPO's are going to be insane"  
[X Link](https://x.com/MilkRoadAI/status/2017456595861381307)  2026-01-31T04:35Z [----] followers, [----] engagements


"Sundar Pichai CEO of Google recently admitted something striking (Save this). Google doesn't fully understand how its own AI systems work anymore. This is a fundamental shift in how AI development is happening right now. When Google's engineers train these massive AI models they're not hand coding every behavior like older software. Instead they feed the AI billions of pieces of data and let it figure out patterns on its own. Once these models get incredibly large and complex they start doing things nobody explicitly programmed them to do. Google's AI learned to understand and translate"  
[X Link](https://x.com/MilkRoadAI/status/2017987957039206851)  2026-02-01T15:46Z [----] followers, 14.2K engagements


"ORACLE IS IN BIG TROUBLE (Save this). Oracle just announced a $45$50 billion capital raise for [----]. The funding will come through a mix of debt and equity. Its designed to expand cloud infrastructure capacity. This move aligns with Oracles pivot into AI data centers. The timing couldnt be more critical. Oracles data center lease commitments have hit $248 billion. Thats nearly double Microsofts $106.2 billion. Its more than three times Amazons $75 billion. This signals an unprecedented infrastructure build-out. The capital raise is essential to support it. Oracles capex growth tells the story"  
[X Link](https://x.com/MilkRoadAI/status/2018121580191367611)  2026-02-02T00:37Z [----] followers, 78.8K engagements


"@zerohedge Uh-Oh someone check on Oracle https://x.com/milkroadai/status/2018121580191367611s=46 ORACLE IS IN BIG TROUBLE (Save this). Oracle just announced a $45$50 billion capital raise for [----]. The funding will come through a mix of debt and equity. Its designed to expand cloud infrastructure capacity. This move aligns with Oracles pivot into AI data centers. https://t.co/Fh29SGMM2u https://x.com/milkroadai/status/2018121580191367611s=46 ORACLE IS IN BIG TROUBLE (Save this). Oracle just announced a $45$50 billion capital raise for [----]. The funding will come through a mix of debt and"  
[X Link](https://x.com/MilkRoadAI/status/2018121788996059309)  2026-02-02T00:38Z [----] followers, [----] engagements


"@StockMKTNewz Oracle is down bad https://x.com/milkroadai/status/2018121580191367611s=46 ORACLE IS IN BIG TROUBLE (Save this). Oracle just announced a $45$50 billion capital raise for [----]. The funding will come through a mix of debt and equity. Its designed to expand cloud infrastructure capacity. This move aligns with Oracles pivot into AI data centers. https://t.co/Fh29SGMM2u https://x.com/milkroadai/status/2018121580191367611s=46 ORACLE IS IN BIG TROUBLE (Save this). Oracle just announced a $45$50 billion capital raise for [----]. The funding will come through a mix of debt and equity. Its"  
[X Link](https://x.com/MilkRoadAI/status/2018121996412899357)  2026-02-02T00:39Z [----] followers, [----] engagements


"@StockSavvyShay Oracle is down bad https://x.com/milkroadai/status/2018121580191367611s=46 ORACLE IS IN BIG TROUBLE (Save this). Oracle just announced a $45$50 billion capital raise for [----]. The funding will come through a mix of debt and equity. Its designed to expand cloud infrastructure capacity. This move aligns with Oracles pivot into AI data centers. https://t.co/Fh29SGMM2u https://x.com/milkroadai/status/2018121580191367611s=46 ORACLE IS IN BIG TROUBLE (Save this). Oracle just announced a $45$50 billion capital raise for [----]. The funding will come through a mix of debt and equity."  
[X Link](https://x.com/MilkRoadAI/status/2018122102801416229)  2026-02-02T00:39Z [----] followers, [----] engagements


"@firstadopter Oracle in big trouble https://x.com/milkroadai/status/2018121580191367611s=46 ORACLE IS IN BIG TROUBLE (Save this). Oracle just announced a $45$50 billion capital raise for [----]. The funding will come through a mix of debt and equity. Its designed to expand cloud infrastructure capacity. This move aligns with Oracles pivot into AI data centers. https://t.co/Fh29SGMM2u https://x.com/milkroadai/status/2018121580191367611s=46 ORACLE IS IN BIG TROUBLE (Save this). Oracle just announced a $45$50 billion capital raise for [----]. The funding will come through a mix of debt and equity."  
[X Link](https://x.com/MilkRoadAI/status/2018160535930306850)  2026-02-02T03:12Z [----] followers, [---] engagements


"@realMeetKevin Oracle in big trouble https://x.com/milkroadai/status/2018121580191367611s=46 ORACLE IS IN BIG TROUBLE (Save this). Oracle just announced a $45$50 billion capital raise for [----]. The funding will come through a mix of debt and equity. Its designed to expand cloud infrastructure capacity. This move aligns with Oracles pivot into AI data centers. https://t.co/Fh29SGMM2u https://x.com/milkroadai/status/2018121580191367611s=46 ORACLE IS IN BIG TROUBLE (Save this). Oracle just announced a $45$50 billion capital raise for [----]. The funding will come through a mix of debt and equity."  
[X Link](https://x.com/MilkRoadAI/status/2018160667560210808)  2026-02-02T03:12Z [----] followers, [----] engagements


"@junkbondinvest Oracle in big trouble https://x.com/milkroadai/status/2018121580191367611s=46 ORACLE IS IN BIG TROUBLE (Save this). Oracle just announced a $45$50 billion capital raise for [----]. The funding will come through a mix of debt and equity. Its designed to expand cloud infrastructure capacity. This move aligns with Oracles pivot into AI data centers. https://t.co/Fh29SGMM2u https://x.com/milkroadai/status/2018121580191367611s=46 ORACLE IS IN BIG TROUBLE (Save this). Oracle just announced a $45$50 billion capital raise for [----]. The funding will come through a mix of debt and equity."  
[X Link](https://x.com/MilkRoadAI/status/2018160751496556893)  2026-02-02T03:13Z [----] followers, [---] engagements


"@Barchart Oracle in big trouble https://x.com/milkroadai/status/2018121580191367611s=46 ORACLE IS IN BIG TROUBLE (Save this). Oracle just announced a $45$50 billion capital raise for [----]. The funding will come through a mix of debt and equity. Its designed to expand cloud infrastructure capacity. This move aligns with Oracles pivot into AI data centers. https://t.co/Fh29SGMM2u https://x.com/milkroadai/status/2018121580191367611s=46 ORACLE IS IN BIG TROUBLE (Save this). Oracle just announced a $45$50 billion capital raise for [----]. The funding will come through a mix of debt and equity. Its"  
[X Link](https://x.com/MilkRoadAI/status/2018160838624911559)  2026-02-02T03:13Z [----] followers, [---] engagements


"@zerohedge Oracle in big trouble https://x.com/milkroadai/status/2018121580191367611s=46 ORACLE IS IN BIG TROUBLE (Save this). Oracle just announced a $45$50 billion capital raise for [----]. The funding will come through a mix of debt and equity. Its designed to expand cloud infrastructure capacity. This move aligns with Oracles pivot into AI data centers. https://t.co/Fh29SGMM2u https://x.com/milkroadai/status/2018121580191367611s=46 ORACLE IS IN BIG TROUBLE (Save this). Oracle just announced a $45$50 billion capital raise for [----]. The funding will come through a mix of debt and equity. Its"  
[X Link](https://x.com/MilkRoadAI/status/2018160890135052342)  2026-02-02T03:13Z [----] followers, [---] engagements


"@business Oracle in big trouble https://x.com/milkroadai/status/2018121580191367611s=46 ORACLE IS IN BIG TROUBLE (Save this). Oracle just announced a $45$50 billion capital raise for [----]. The funding will come through a mix of debt and equity. Its designed to expand cloud infrastructure capacity. This move aligns with Oracles pivot into AI data centers. https://t.co/Fh29SGMM2u https://x.com/milkroadai/status/2018121580191367611s=46 ORACLE IS IN BIG TROUBLE (Save this). Oracle just announced a $45$50 billion capital raise for [----]. The funding will come through a mix of debt and equity. Its"  
[X Link](https://x.com/MilkRoadAI/status/2018160921290453213)  2026-02-02T03:13Z [----] followers, [---] engagements


"@HighyieldHarry Oracle in big trouble https://x.com/milkroadai/status/2018121580191367611s=46 ORACLE IS IN BIG TROUBLE (Save this). Oracle just announced a $45$50 billion capital raise for [----]. The funding will come through a mix of debt and equity. Its designed to expand cloud infrastructure capacity. This move aligns with Oracles pivot into AI data centers. https://t.co/Fh29SGMM2u https://x.com/milkroadai/status/2018121580191367611s=46 ORACLE IS IN BIG TROUBLE (Save this). Oracle just announced a $45$50 billion capital raise for [----]. The funding will come through a mix of debt and equity."  
[X Link](https://x.com/MilkRoadAI/status/2018160955998322767)  2026-02-02T03:14Z [----] followers, [---] engagements


"ORACLE CEO SAYS: "The infrastructure is largely the same." 57% of Oracles record $523B backlog is tied to OpenAI. His defense If his single biggest client goes bust he can just resell the servers to someone else. He is betting the companys survival on that theory while sitting on $248B in lease debt and burning $13B a year. ORACLE IS IN BIG TROUBLE (Save this). Oracle just announced a $45$50 billion capital raise for [----]. The funding will come through a mix of debt and equity. Its designed to expand cloud infrastructure capacity. This move aligns with Oracles pivot into AI data centers."  
[X Link](https://x.com/MilkRoadAI/status/2018329385741193239)  2026-02-02T14:23Z [----] followers, [----] engagements


"SpaceX and xAI are in advanced merger talks that could be announced as soon as this week. What this means is that Musk is consolidating his empire by combining his rocket company with his AI startup. This would bring together Starlink satellites the Grok AI model the X platform and SpaceX's launch infrastructure all under one roof. The deal would work like this xAI shareholders would exchange their shares for SpaceX stock in what's basically a stock for stock merger. Two Nevada entities were already set up on January [--] to facilitate the transaction and both companies have already informed"  
[X Link](https://x.com/MilkRoadAI/status/2018343569178644578)  2026-02-02T15:19Z [----] followers, 20.9K engagements


"@Kalshi Elon is cooking https://x.com/MilkRoadAI/status/2018343569178644578s=20 SpaceX and xAI are in advanced merger talks that could be announced as soon as this week. What this means is that Musk is consolidating his empire by combining his rocket company with his AI startup. This would bring together Starlink satellites the Grok AI model the X https://t.co/eFGdq61C6B https://x.com/MilkRoadAI/status/2018343569178644578s=20 SpaceX and xAI are in advanced merger talks that could be announced as soon as this week. What this means is that Musk is consolidating his empire by combining his"  
[X Link](https://x.com/MilkRoadAI/status/2018348382180294951)  2026-02-02T15:38Z [----] followers, [---] engagements


"@Teslaconomics SpaceX and XAI makes the most sense https://x.com/MilkRoadAI/status/2018343569178644578s=20 SpaceX and xAI are in advanced merger talks that could be announced as soon as this week. What this means is that Musk is consolidating his empire by combining his rocket company with his AI startup. This would bring together Starlink satellites the Grok AI model the X https://t.co/eFGdq61C6B https://x.com/MilkRoadAI/status/2018343569178644578s=20 SpaceX and xAI are in advanced merger talks that could be announced as soon as this week. What this means is that Musk is consolidating his"  
[X Link](https://x.com/MilkRoadAI/status/2018356651443565029)  2026-02-02T16:11Z [----] followers, [---] engagements


"@zerohedge Oracle is in trouble https://x.com/MilkRoadAI/status/2018121580191367611s=20 ORACLE IS IN BIG TROUBLE (Save this). Oracle just announced a $45$50 billion capital raise for [----]. The funding will come through a mix of debt and equity. Its designed to expand cloud infrastructure capacity. This move aligns with Oracles pivot into AI data centers. https://t.co/Fh29SGMM2u https://x.com/MilkRoadAI/status/2018121580191367611s=20 ORACLE IS IN BIG TROUBLE (Save this). Oracle just announced a $45$50 billion capital raise for [----]. The funding will come through a mix of debt and equity. Its"  
[X Link](https://x.com/MilkRoadAI/status/2018397172891345169)  2026-02-02T18:52Z [----] followers, [----] engagements


"@Kalshi Thank you"  
[X Link](https://x.com/MilkRoadAI/status/2018397631710433470)  2026-02-02T18:54Z [----] followers, [---] engagements


"OpenAI is in trouble. OpenAI invited Nvidia to invest up to $100 billion. Jensen keeps emphasizing that it's an invitation not a commitment and he even got visibly frustrated when reporters tried to frame it as a locked in deal. Why would he need to clarify that so aggressively Because the narrative matters when you're asking someone to write the biggest check they've ever written. Here's what's probably happening behind the scenes. OpenAI has been spending money at an insane pace with billions going toward compute salaries research and infrastructure. They've gone through their funding"  
[X Link](https://x.com/MilkRoadAI/status/2018409828213792783)  2026-02-02T19:42Z [----] followers, 64.6K engagements


"@KobeissiLetter This is exactly why Oracle's stock is taking a beating https://x.com/MilkRoadAI/status/2018121580191367611s=20 ORACLE IS IN BIG TROUBLE (Save this). Oracle just announced a $45$50 billion capital raise for [----]. The funding will come through a mix of debt and equity. Its designed to expand cloud infrastructure capacity. This move aligns with Oracles pivot into AI data centers. https://t.co/Fh29SGMM2u https://x.com/MilkRoadAI/status/2018121580191367611s=20 ORACLE IS IN BIG TROUBLE (Save this). Oracle just announced a $45$50 billion capital raise for [----]. The funding will come"  
[X Link](https://x.com/MilkRoadAI/status/2018421141941936455)  2026-02-02T20:27Z [----] followers, [---] engagements


"@sama Jensen wasnt too happy here. https://x.com/milkroadai/status/2018409828213792783s=46 OpenAI is in trouble. OpenAI invited Nvidia to invest up to $100 billion. Jensen keeps emphasizing that it's an invitation not a commitment and he even got visibly frustrated when reporters tried to frame it as a locked in deal. Why would he need to clarify that so https://t.co/7kn60vtfvv https://x.com/milkroadai/status/2018409828213792783s=46 OpenAI is in trouble. OpenAI invited Nvidia to invest up to $100 billion. Jensen keeps emphasizing that it's an invitation not a commitment and he even got"  
[X Link](https://x.com/MilkRoadAI/status/2018451214153986442)  2026-02-02T22:27Z [----] followers, 12.8K engagements


"@Polymarket Google is the real winner here https://x.com/MilkRoadAI/status/2018458890187550873s=20 Google is the biggest winner in the SpaceX IPO. Back in January [----] Google made a decision that most venture capitalists would call insanely risky. They threw $900 million at SpaceX when the company was valued at just $12 billion. Elon had recently figured out how to land https://t.co/XdWAbevti0 https://x.com/MilkRoadAI/status/2018458890187550873s=20 Google is the biggest winner in the SpaceX IPO. Back in January [----] Google made a decision that most venture capitalists would call insanely"  
[X Link](https://x.com/MilkRoadAI/status/2018553191496028552)  2026-02-03T05:12Z [----] followers, [---] engagements


"@PGRA_ In the equity market No way"  
[X Link](https://x.com/MilkRoadAI/status/2018876249448562898)  2026-02-04T02:36Z [----] followers, [---] engagements


"@Snooksnack What do you think the end is"  
[X Link](https://x.com/MilkRoadAI/status/2018886669257290060)  2026-02-04T03:17Z [----] followers, [--] engagements


"Nvidias H200 sales to China are still awaiting final approval from Washington. US approvals began in January [----]. Initial licenses allowed H200 exports to vetted buyers. Strict conditions apply to every deal. Volumes capped at 50% of US sales. Third-party testing required before shipping. 25% surcharge goes to US government. Gray markets have filled the gap all along. Chinese firms never stopped buying advanced Nvidia chips. They route orders through Singapore and Malaysia hubs. A Singapore company called Megaspeed allegedly spent $2 billion. They bought restricted GPUs for re-export to"  
[X Link](https://x.com/MilkRoadAI/status/2018894416727921010)  2026-02-04T03:48Z [----] followers, 11.8K engagements


"@sch3riff_kton @MilkRoad hahaha"  
[X Link](https://x.com/MilkRoadAI/status/2008359530812321798)  2026-01-06T02:06Z [----] followers, [--] engagements


"RT @MilkRoadAI: SOFTWARE COMPANIES LIKE PAYPAL ARE TAKING A BEATING (Save this). They're stuck in a business model that's fundamentally br"  
[X Link](https://x.com/MilkRoadAI/status/2018747543350636809)  2026-02-03T18:04Z [----] followers, [--] engagements


"RT @MilkRoadAI: Warren Buffet watching the markets crash while holding $380 billion in cash. "Be fearful when others are greedy and greedy"  
[X Link](https://x.com/anyuser/status/2019524400723423361)  2026-02-05T21:31Z [----] followers, [--] engagements


"RT @MilkRoadAI: Amazon looks like the most undervalued Mag [--] stock right now. In [----] Amazon generated about [-----] billion dollars of net"  
[X Link](https://x.com/anyuser/status/2019545760380203143)  2026-02-05T22:56Z [----] followers, [--] engagements

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