[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.] #  @NotesontheNoise Notes on the Noise Notes on the Noise posts on X about $anet, anet, $alab, $nvda the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::988908079780524035/interactions)  - X Week XXXXXX +47% - X Month XXXXXXX +74% - X Months XXXXXXX +951,668% - X Year XXXXXXX +27,896% ### Mentions: XX [#](/creator/twitter::988908079780524035/posts_active)  - X Week XXX +76% - X Month XXX +57% - X Months XXX +69,100% - X Year XXX +4,231% ### Followers: XXXXX [#](/creator/twitter::988908079780524035/followers)  - X Week XXXXX +10% - X Month XXXXX +37% - X Months XXXXX +479% - X Year XXXXX +287% ### CreatorRank: XXXXXXX [#](/creator/twitter::988908079780524035/influencer_rank)  ### Social Influence [#](/creator/twitter::988908079780524035/influence) --- **Social category influence** [stocks](/list/stocks) XXXXX% [technology brands](/list/technology-brands) XXXXX% [finance](/list/finance) XXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [countries](/list/countries) XXXX% **Social topic influence** [$anet](/topic/$anet) #4, [anet](/topic/anet) #5, [$alab](/topic/$alab) #29, [$nvda](/topic/$nvda) #784, [nvda](/topic/nvda) #289, [$crdo](/topic/$crdo) #40, [$meta](/topic/$meta) #209, [meta](/topic/meta) 6.57%, [$vrt](/topic/$vrt) #20, [$orcl](/topic/$orcl) #168 **Top accounts mentioned or mentioned by** [@shytrece](/creator/undefined) [@kobeissiletter](/creator/undefined) [@smikhailovich](/creator/undefined) [@kbstl8](/creator/undefined) [@turnandburn07](/creator/undefined) [@fuknocoiners](/creator/undefined) [@pugmcbarky](/creator/undefined) [@jordanzkravitz1](/creator/undefined) [@makegoldgreat](/creator/undefined) [@ce1863rr1873](/creator/undefined) [@hut8corp](/creator/undefined) [@tetherto](/creator/undefined) [@metaplanetjp](/creator/undefined) [@moodys](/creator/undefined) [@standwithcrypto](/creator/undefined) [@theaiinvestor](/creator/undefined) [@saylor](/creator/undefined) [@brianarmstrong](/creator/undefined) [@meeijer](/creator/undefined) [@zerohedge](/creator/undefined) **Top assets mentioned** [Arista Networks Inc (ANET)](/topic/$anet) [Astera Labs, Inc. Common Stock (ALAB)](/topic/$alab) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Credo Technology Group Holding Ltd Ordinary Shares (CRDO)](/topic/$crdo) [Metadium (META)](/topic/$meta) [Vertiv Holdings Co (VRT)](/topic/$vrt) [Oracle Corporation (ORCL)](/topic/$orcl) [Advanced Micro Devices (AMD)](/topic/$amd) [SPDR GOLD ETF (GLD)](/topic/$gld) [Bitcoin (BTC)](/topic/bitcoin) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Microsoft Corp. (MSFT)](/topic/$msft) [SPDR S&P XXX ETF Trust (SPY)](/topic/$spy) [Vixco (VIX)](/topic/$vix) [CoreWeave, Inc. (CRWV)](/topic/$crwv) [Oklo Inc. (OKLO)](/topic/$oklo) [Bloom Energy Corporation (BE)](/topic/$be) [Eos Energy Enterprises, Inc. (EOSE)](/topic/$eose) [Fluence Energy, Inc. Class A Common Stock (FLNC)](/topic/$flnc) [Micron Technology, Inc. (MU)](/topic/$mu) [NuScale Power Corporation (SMR)](/topic/$smr) [Oscar Health, Inc. (OSCR)](/topic/$oscr) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) ### Top Social Posts [#](/creator/twitter::988908079780524035/posts) --- Top posts by engagements in the last XX hours "Interesting take on the $ANET / $NVDA / $META news" [X Link](https://x.com/NotesontheNoise/status/1977853648622227859) [@NotesontheNoise](/creator/x/NotesontheNoise) 2025-10-13T21:47Z 1617 followers, XXX engagements "The OCP summit spooked investors in $ANET and $ALAB after $META and $ORCL selected $NVDA 's Spectrum-X ethernet platform. Here's what you need to know 👇" [X Link](https://x.com/NotesontheNoise/status/1978001099954311332) [@NotesontheNoise](/creator/x/NotesontheNoise) 2025-10-14T07:33Z 1618 followers, 17.1K engagements "$META perfectly illustrates this tension. They adopted $NVDA 's Spectrum-4 ASIC for their new Minipack3N switch (pragmatic near-term performance) while simultaneously championing UEC/UALink and open software (FBOSS) to secure long-term strategic leverage against vendor lock-in" [X Link](https://x.com/NotesontheNoise/status/1978001115791954145) [@NotesontheNoise](/creator/x/NotesontheNoise) 2025-10-14T07:33Z 1618 followers, 1425 engagements "Outlook: $ANET: Short-term pressure due to direct competition from $NVDA 's integrated stack and silicon design losses at $Meta. Long-term bullish due to its leadership role in the open UEC movement and the massive expansion of the Ethernet-for-AI Total Addressable Market (TAM)" [X Link](https://x.com/NotesontheNoise/status/1978001117566079390) [@NotesontheNoise](/creator/x/NotesontheNoise) 2025-10-14T07:33Z 1618 followers, 1524 engagements "The OCP summit spooked investors in $ANET and $ALAB after $META and $ORCL selected $NVDA 's Spectrum-X ethernet platform. I asked Gemini to do a deep dive and used @NotebookLM to turn the report into a podcast" [X Link](https://x.com/NotesontheNoise/status/1978110546508480537) [@NotesontheNoise](/creator/x/NotesontheNoise) 2025-10-14T14:48Z 1617 followers, XXX engagements "@i_Drohi I think $CRDO is contagion - the selloff in $ALAB and $ANET is more understandable" [X Link](https://x.com/NotesontheNoise/status/1978231059394294190) [@NotesontheNoise](/creator/x/NotesontheNoise) 2025-10-14T22:46Z 1617 followers, XXX engagements "@801010athlete Hopefully this helps. More news today I havent covered yet. $CRDO $ALAB $ANET" [X Link](https://x.com/NotesontheNoise/status/1978272698242400573) [@NotesontheNoise](/creator/x/NotesontheNoise) 2025-10-15T01:32Z 1617 followers, XXX engagements "Interesting moves in AI recently (outside of the networking news Ive been discussing with $ALAB $ANET and $CRDO) $VRT breakout - will it continue $NVDA - backtest of breakout underway $AMD - can it refund momentum after recent news Will the general trend for the theme resume" [X Link](https://x.com/NotesontheNoise/status/1978294666140205191) [@NotesontheNoise](/creator/x/NotesontheNoise) 2025-10-15T02:59Z 1617 followers, XXX engagements "Another day of OCP and Ive got material updates for this with new conclusions. Be sure to follow for the drop 👇 $ALAB $ANET $CRDO" [X Link](https://x.com/NotesontheNoise/status/1978304253828424008) [@NotesontheNoise](/creator/x/NotesontheNoise) 2025-10-15T03:37Z 1618 followers, XXX engagements "OCP 2025 just standardized the future of AI networking. The new blueprint is defined by three rules: -XXX% open Ethernet fabrics -Extreme systemic reliability -Unstoppable influence of hyperscale giants driving standardization. Key companies impacted: $ANET $ALAB $CRDO 🧵👇" [X Link](https://x.com/NotesontheNoise/status/1978368682998047225) [@NotesontheNoise](/creator/x/NotesontheNoise) 2025-10-15T07:53Z 1618 followers, 4657 engagements "Arguably the single most consequential announcement was the formal launch of "Ethernet for Scale-Up Networking" (ESUN). The mission: to use standard Ethernet for the ultra-fast links inside the server rack connecting GPUs and CPUs" [X Link](https://x.com/NotesontheNoise/status/1978368689268572388) [@NotesontheNoise](/creator/x/NotesontheNoise) 2025-10-15T07:53Z 1618 followers, XXX engagements "The ESUN Alliance isn't a small club. It's backed by an unprecedented coalition including $AMD $ANET $Meta $MSFT $NVDA and $ORCL. This unified front signals a decisive push to make Ethernet the ONLY standard for all AI connectivity" [X Link](https://x.com/NotesontheNoise/status/1978368691310932461) [@NotesontheNoise](/creator/x/NotesontheNoise) 2025-10-15T07:53Z 1617 followers, XXX engagements "For Arista Networks $ANET OCP 2025 was total vindication. The industry is now standardizing on the open Ethernet architectural blueprint Arista has championed for years" [X Link](https://x.com/NotesontheNoise/status/1978368703059165231) [@NotesontheNoise](/creator/x/NotesontheNoise) 2025-10-15T07:53Z 1617 followers, XXX engagements "Crucially ESUN places $ANET at the center of defining the AI future and expands their Total Addressable Market (TAM) into the server/rack itselfa domain previously inaccessible to them. Arista is the indispensable neutral "Switzerland" of AI networking" [X Link](https://x.com/NotesontheNoise/status/1978368705206562953) [@NotesontheNoise](/creator/x/NotesontheNoise) 2025-10-15T07:53Z 1617 followers, XXX engagements "Open Ethernet won the architectural debate for AI fabrics. This is a massive structural win for $ANET and $CRDO who benefit directly from the push for scale and reliability. $ALAB likely loses XX% of its revenue stream but its established products are compatible" [X Link](https://x.com/NotesontheNoise/status/1978368713804927191) [@NotesontheNoise](/creator/x/NotesontheNoise) 2025-10-15T07:53Z 1617 followers, XXX engagements "I have carried out further analysis and drawn new conclusions. $ALAB $ANET $CRDO Here is the update 👇" [X Link](https://x.com/NotesontheNoise/status/1978369075483922807) [@NotesontheNoise](/creator/x/NotesontheNoise) 2025-10-15T07:55Z 1617 followers, XXX engagements "And best of all $NVDA itself is one of its founding members. Along with $ANET $AMD $AVGO $META $ORCL and others" [X Link](https://x.com/NotesontheNoise/status/1978378578468163997) [@NotesontheNoise](/creator/x/NotesontheNoise) 2025-10-15T08:33Z 1617 followers, XXX engagements "THE VERDICT: The battle is likely over. #UALink had a vision but #ESUN had a smarter strategy. By leveraging the power of Ethernet and the industry's biggest players ESUN is on a clear path to becoming the default choice for open AI networking" [X Link](https://x.com/NotesontheNoise/status/1978378592640708948) [@NotesontheNoise](/creator/x/NotesontheNoise) 2025-10-15T08:33Z 1618 followers, XXX engagements "You can find more analysis on how this impacts networking companies $ALAB $ANET and $CRDO here 👇" [X Link](https://x.com/NotesontheNoise/status/1978378595123818628) [@NotesontheNoise](/creator/x/NotesontheNoise) 2025-10-15T08:33Z 1617 followers, XXX engagements "Must read developments for investors in $ALAB $CRDO and $ANET (and $NVDA and $AMD too) I explain what it means👇" [X Link](https://x.com/NotesontheNoise/status/1978423860417712252) [@NotesontheNoise](/creator/x/NotesontheNoise) 2025-10-15T11:33Z 1617 followers, XXX engagements "$ALAB 's flagship product for this strategy is the Scorpio Smart Fabric Switch. It's specifically architected for UALink to create the high-performance low-latency GPU clusters. This product line was a key growth product accounting for XX% of revenue" [X Link](https://x.com/NotesontheNoise/status/1978540369953337789) [@NotesontheNoise](/creator/x/NotesontheNoise) 2025-10-15T19:15Z 1618 followers, XXX engagements "ESUN has blown this apart by bringing in a new Ethernet standard backed by the industries biggest players like $AMD $AVGO $ANET $MSFT $ORCL. This likely brings an end to UALink's chances of disrupting $NVDA 's NVLink. More here👇" [X Link](https://x.com/NotesontheNoise/status/1978540373300445435) [@NotesontheNoise](/creator/x/NotesontheNoise) 2025-10-15T19:15Z 1617 followers, XXX engagements "The future of AI networking has been decided. If you own any of $ALAB $CRDO $ANET $AVGO $AMD $NVDA you'll want to read this 👇" [X Link](https://x.com/NotesontheNoise/status/1978662683705741362) [@NotesontheNoise](/creator/x/NotesontheNoise) 2025-10-16T03:22Z 1617 followers, XXX engagements "$CRDO seems to come out of OCP the best Though the market seems to have digested the $ALAB $ANET news and realised it not that bearish" [X Link](https://x.com/NotesontheNoise/status/1978921417459610075) [@NotesontheNoise](/creator/x/NotesontheNoise) 2025-10-16T20:30Z 1617 followers, XXX engagements "This summarises the big shift that occurred at OCP Impacts $NVDA $AMD $ANET $ALAB $AVGO" [X Link](https://x.com/NotesontheNoise/status/1978925220216844693) [@NotesontheNoise](/creator/x/NotesontheNoise) 2025-10-16T20:45Z 1617 followers, XXX engagements "Green days for $ANET $ALAB and $CRDO Market may finally be realising OCP wasnt actually bad for these companies Beats incoming this earnings season 🔒" [X Link](https://x.com/NotesontheNoise/status/1978934735159079074) [@NotesontheNoise](/creator/x/NotesontheNoise) 2025-10-16T21:23Z 1617 followers, XXX engagements "Performance since posting my AI Infrastructure thread (pinned): $BE +196% $EOSE +154% $FLNC +123% $OKLO +116% $MU +76% $VRT +18% $ANET +17% $NVDA +2% $SMR -XX% New ideas incoming. Follow for more 🚀" [X Link](https://x.com/NotesontheNoise/status/1980236554540142970) [@NotesontheNoise](/creator/x/NotesontheNoise) 2025-10-20T11:36Z 1617 followers, XXX engagements "Has #Gold topped And what does it signal for other assets like stocks and #bitcoin $GLD $QQQ $SPY $BTC 👇" [X Link](https://x.com/NotesontheNoise/status/1980328733312762343) [@NotesontheNoise](/creator/x/NotesontheNoise) 2025-10-20T17:42Z 1618 followers, XXX engagements "$VRT is my highest conviction non $NVDA AI stock. Especially given the complex competition among networking companies like $ALAB and $ANET right now" [X Link](https://x.com/NotesontheNoise/status/1977948763496059067) [@NotesontheNoise](/creator/x/NotesontheNoise) 2025-10-14T04:05Z 1593 followers, 1441 engagements "$VRT another X% today. This stock should be core to any AI infrastructure portfolio" [X Link](https://x.com/NotesontheNoise/status/1978537113164325152) [@NotesontheNoise](/creator/x/NotesontheNoise) 2025-10-15T19:03Z 1593 followers, XXX engagements "$VRT reports 10/22/2025 This whale expects price to stay below XXX Im expecting a big beat on revenue but Im also not a whale" [X Link](https://x.com/NotesontheNoise/status/1978620158668390673) [@NotesontheNoise](/creator/x/NotesontheNoise) 2025-10-16T00:33Z 1611 followers, XXX engagements "$VIX at XX overnight. When VIX is over XX you take note and watch out - things will be choppy (or worse) until it dies down. Plan accordingly" [X Link](https://x.com/NotesontheNoise/status/1979106948277559589) [@NotesontheNoise](/creator/x/NotesontheNoise) 2025-10-17T08:47Z 1592 followers, XXX engagements "Biiiiig reversal day for #gold tech stocks $QQQ and #bitcoin. $VIX slammed back to low 20s High beta basket like $NBIS $OSCR $CRWV still struggling We are close" [X Link](https://x.com/NotesontheNoise/status/1979254776014737838) [@NotesontheNoise](/creator/x/NotesontheNoise) 2025-10-17T18:34Z 1597 followers, XXX engagements "Maybe today was the day for #gold Watch #bitcoin and other crypto over the weekend. Markets have a way of trapping people at inflection points" [X Link](https://x.com/NotesontheNoise/status/1979275903944507487) [@NotesontheNoise](/creator/x/NotesontheNoise) 2025-10-17T19:58Z 1602 followers, XXX engagements "@MakeGoldGreat You sound like a bitcoiner How did Nazi Germany almost win WWII shortly after their currency hyper inflated They didnt have any gold. They had resources population and political will. I dont agree with what they did for one second. But they did it without gold" [X Link](https://x.com/NotesontheNoise/status/1979845566877295059) [@NotesontheNoise](/creator/x/NotesontheNoise) 2025-10-19T09:42Z 1609 followers, XX engagements "Was I a week early Or still time to be wrong A week early will look like perfect timing once the move happens. $gld #gold #bitcoin $btc $qqq" [X Link](https://x.com/NotesontheNoise/status/1980052037447590393) [@NotesontheNoise](/creator/x/NotesontheNoise) 2025-10-19T23:22Z 1617 followers, XXX engagements "@qcapital2020 And what app do they use $HOOD" [X Link](https://x.com/NotesontheNoise/status/1980349667386052836) [@NotesontheNoise](/creator/x/NotesontheNoise) 2025-10-20T19:05Z 1619 followers, XXX engagements "I asked @GeminiApp to calculate the value of ASX/NZ listed Infratil $IFT using $NBIS and $CRWV as a benchmark Infratil owns about half of CDC (AI data centres). Implied value: $38-$47 Current price $XX. Now to verify the output 🙃" [X Link](https://x.com/NotesontheNoise/status/1973894477665480898) [@NotesontheNoise](/creator/x/NotesontheNoise) 2025-10-02T23:34Z 1620 followers, XXX engagements "$CRDO is moving beyond just selling components. By co-chairing the new "Optics Reliability Workstream" with $ORCL Credo is positioning itself as the industry standard-bearer. This allows them to compete on value (reliability) rather than solely on price" [X Link](https://x.com/NotesontheNoise/status/1978368700567720164) [@NotesontheNoise](/creator/x/NotesontheNoise) 2025-10-15T07:53Z 1617 followers, XXX engagements "$ALAB Aries PCIe/CXL Retimers (for signal boost) remain their "gold standard". Physics dictates that retimers are necessary for high-speed signals regardless of whether the final fabric is PCIe CXL or Ethernet providing a durable revenue stream" [X Link](https://x.com/NotesontheNoise/status/1978368711686795673) [@NotesontheNoise](/creator/x/NotesontheNoise) 2025-10-15T07:53Z 1617 followers, XXX engagements "Then came #ESUN (Ethernet for Scale-Up Networking) with a killer counter-move: Why build a new system from zero when you can just upgrade the one the entire world already runs on ESUN's plan is to make trusty universal Ethernet the king of AI" [X Link](https://x.com/NotesontheNoise/status/1978378576194937062) [@NotesontheNoise](/creator/x/NotesontheNoise) 2025-10-15T08:33Z 1617 followers, XXX engagements "@InvestingVisual @IvanaSpear In my opinion investors should focus on the stocks you havent listed (but some are in the image). Starting with $VRT" [X Link](https://x.com/NotesontheNoise/status/1980040799464415480) [@NotesontheNoise](/creator/x/NotesontheNoise) 2025-10-19T22:38Z 1618 followers, 1774 engagements "With #gold mooning the #silver squeezers are out in force too. Heres your reminder that silver is an industrial metal not a monetary asset 👇 $gld $slv" [X Link](https://x.com/NotesontheNoise/status/1980055622348603813) [@NotesontheNoise](/creator/x/NotesontheNoise) 2025-10-19T23:37Z 1617 followers, XXX engagements "#gold in the process of losing its first support since the breakout from 4000. The X hour Ichimoku cloud $gld" [X Link](https://x.com/NotesontheNoise/status/1980078452687675454) [@NotesontheNoise](/creator/x/NotesontheNoise) 2025-10-20T01:07Z 1620 followers, XXX engagements "Meanwhile $BTC has broken about the same X hour resistance. First step are the tables turning #bitcoin $gld #gold" [X Link](https://x.com/NotesontheNoise/status/1980079036123714035) [@NotesontheNoise](/creator/x/NotesontheNoise) 2025-10-20T01:10Z 1620 followers, XXX engagements "Has #Gold topped And what does it signal for other assets like stocks and #bitcoin $GLD $QQQ $SPY $BTC" [X Link](https://x.com/NotesontheNoise/status/1980224726460145782) [@NotesontheNoise](/creator/x/NotesontheNoise) 2025-10-20T10:49Z 1620 followers, XXX engagements "@KobeissiLetter The secular shift to retail investing can be seen in many parts of the market. Leveraged ETFs are just one. Theres one obviously beneficiary 👇" [X Link](https://x.com/NotesontheNoise/status/1980447685879689514) [@NotesontheNoise](/creator/x/NotesontheNoise) 2025-10-21T01:34Z 1617 followers, XXX 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.]
@NotesontheNoise Notes on the Noise
Notes on the Noise posts on X about $anet, anet, $alab, $nvda the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXXX +47%
- X Month XXXXXXX +74%
- X Months XXXXXXX +951,668%
- X Year XXXXXXX +27,896%
Mentions: XX #
- X Week XXX +76%
- X Month XXX +57%
- X Months XXX +69,100%
- X Year XXX +4,231%
Followers: XXXXX #
- X Week XXXXX +10%
- X Month XXXXX +37%
- X Months XXXXX +479%
- X Year XXXXX +287%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence stocks XXXXX% technology brands XXXXX% finance XXXX% cryptocurrencies XXXX% countries XXXX%
Social topic influence $anet #4, anet #5, $alab #29, $nvda #784, nvda #289, $crdo #40, $meta #209, meta 6.57%, $vrt #20, $orcl #168
Top accounts mentioned or mentioned by @shytrece @kobeissiletter @smikhailovich @kbstl8 @turnandburn07 @fuknocoiners @pugmcbarky @jordanzkravitz1 @makegoldgreat @ce1863rr1873 @hut8corp @tetherto @metaplanetjp @moodys @standwithcrypto @theaiinvestor @saylor @brianarmstrong @meeijer @zerohedge
Top assets mentioned Arista Networks Inc (ANET) Astera Labs, Inc. Common Stock (ALAB) NVIDIA Corp. (NVDA) Credo Technology Group Holding Ltd Ordinary Shares (CRDO) Metadium (META) Vertiv Holdings Co (VRT) Oracle Corporation (ORCL) Advanced Micro Devices (AMD) SPDR GOLD ETF (GLD) Bitcoin (BTC) Broadcom, Inc. (AVGO) Nebius Group N.V. Class A Ordinary Shares (NBIS) Microsoft Corp. (MSFT) SPDR S&P XXX ETF Trust (SPY) Vixco (VIX) CoreWeave, Inc. (CRWV) Oklo Inc. (OKLO) Bloom Energy Corporation (BE) Eos Energy Enterprises, Inc. (EOSE) Fluence Energy, Inc. Class A Common Stock (FLNC) Micron Technology, Inc. (MU) NuScale Power Corporation (SMR) Oscar Health, Inc. (OSCR) Robinhood Markets, Inc. (HOOD)
Top Social Posts #
Top posts by engagements in the last XX hours
"Interesting take on the $ANET / $NVDA / $META news"
X Link @NotesontheNoise 2025-10-13T21:47Z 1617 followers, XXX engagements
"The OCP summit spooked investors in $ANET and $ALAB after $META and $ORCL selected $NVDA 's Spectrum-X ethernet platform. Here's what you need to know 👇"
X Link @NotesontheNoise 2025-10-14T07:33Z 1618 followers, 17.1K engagements
"$META perfectly illustrates this tension. They adopted $NVDA 's Spectrum-4 ASIC for their new Minipack3N switch (pragmatic near-term performance) while simultaneously championing UEC/UALink and open software (FBOSS) to secure long-term strategic leverage against vendor lock-in"
X Link @NotesontheNoise 2025-10-14T07:33Z 1618 followers, 1425 engagements
"Outlook: $ANET: Short-term pressure due to direct competition from $NVDA 's integrated stack and silicon design losses at $Meta. Long-term bullish due to its leadership role in the open UEC movement and the massive expansion of the Ethernet-for-AI Total Addressable Market (TAM)"
X Link @NotesontheNoise 2025-10-14T07:33Z 1618 followers, 1524 engagements
"The OCP summit spooked investors in $ANET and $ALAB after $META and $ORCL selected $NVDA 's Spectrum-X ethernet platform. I asked Gemini to do a deep dive and used @NotebookLM to turn the report into a podcast"
X Link @NotesontheNoise 2025-10-14T14:48Z 1617 followers, XXX engagements
"@i_Drohi I think $CRDO is contagion - the selloff in $ALAB and $ANET is more understandable"
X Link @NotesontheNoise 2025-10-14T22:46Z 1617 followers, XXX engagements
"@801010athlete Hopefully this helps. More news today I havent covered yet. $CRDO $ALAB $ANET"
X Link @NotesontheNoise 2025-10-15T01:32Z 1617 followers, XXX engagements
"Interesting moves in AI recently (outside of the networking news Ive been discussing with $ALAB $ANET and $CRDO) $VRT breakout - will it continue $NVDA - backtest of breakout underway $AMD - can it refund momentum after recent news Will the general trend for the theme resume"
X Link @NotesontheNoise 2025-10-15T02:59Z 1617 followers, XXX engagements
"Another day of OCP and Ive got material updates for this with new conclusions. Be sure to follow for the drop 👇 $ALAB $ANET $CRDO"
X Link @NotesontheNoise 2025-10-15T03:37Z 1618 followers, XXX engagements
"OCP 2025 just standardized the future of AI networking. The new blueprint is defined by three rules: -XXX% open Ethernet fabrics -Extreme systemic reliability -Unstoppable influence of hyperscale giants driving standardization. Key companies impacted: $ANET $ALAB $CRDO 🧵👇"
X Link @NotesontheNoise 2025-10-15T07:53Z 1618 followers, 4657 engagements
"Arguably the single most consequential announcement was the formal launch of "Ethernet for Scale-Up Networking" (ESUN). The mission: to use standard Ethernet for the ultra-fast links inside the server rack connecting GPUs and CPUs"
X Link @NotesontheNoise 2025-10-15T07:53Z 1618 followers, XXX engagements
"The ESUN Alliance isn't a small club. It's backed by an unprecedented coalition including $AMD $ANET $Meta $MSFT $NVDA and $ORCL. This unified front signals a decisive push to make Ethernet the ONLY standard for all AI connectivity"
X Link @NotesontheNoise 2025-10-15T07:53Z 1617 followers, XXX engagements
"For Arista Networks $ANET OCP 2025 was total vindication. The industry is now standardizing on the open Ethernet architectural blueprint Arista has championed for years"
X Link @NotesontheNoise 2025-10-15T07:53Z 1617 followers, XXX engagements
"Crucially ESUN places $ANET at the center of defining the AI future and expands their Total Addressable Market (TAM) into the server/rack itselfa domain previously inaccessible to them. Arista is the indispensable neutral "Switzerland" of AI networking"
X Link @NotesontheNoise 2025-10-15T07:53Z 1617 followers, XXX engagements
"Open Ethernet won the architectural debate for AI fabrics. This is a massive structural win for $ANET and $CRDO who benefit directly from the push for scale and reliability. $ALAB likely loses XX% of its revenue stream but its established products are compatible"
X Link @NotesontheNoise 2025-10-15T07:53Z 1617 followers, XXX engagements
"I have carried out further analysis and drawn new conclusions. $ALAB $ANET $CRDO Here is the update 👇"
X Link @NotesontheNoise 2025-10-15T07:55Z 1617 followers, XXX engagements
"And best of all $NVDA itself is one of its founding members. Along with $ANET $AMD $AVGO $META $ORCL and others"
X Link @NotesontheNoise 2025-10-15T08:33Z 1617 followers, XXX engagements
"THE VERDICT: The battle is likely over. #UALink had a vision but #ESUN had a smarter strategy. By leveraging the power of Ethernet and the industry's biggest players ESUN is on a clear path to becoming the default choice for open AI networking"
X Link @NotesontheNoise 2025-10-15T08:33Z 1618 followers, XXX engagements
"You can find more analysis on how this impacts networking companies $ALAB $ANET and $CRDO here 👇"
X Link @NotesontheNoise 2025-10-15T08:33Z 1617 followers, XXX engagements
"Must read developments for investors in $ALAB $CRDO and $ANET (and $NVDA and $AMD too) I explain what it means👇"
X Link @NotesontheNoise 2025-10-15T11:33Z 1617 followers, XXX engagements
"$ALAB 's flagship product for this strategy is the Scorpio Smart Fabric Switch. It's specifically architected for UALink to create the high-performance low-latency GPU clusters. This product line was a key growth product accounting for XX% of revenue"
X Link @NotesontheNoise 2025-10-15T19:15Z 1618 followers, XXX engagements
"ESUN has blown this apart by bringing in a new Ethernet standard backed by the industries biggest players like $AMD $AVGO $ANET $MSFT $ORCL. This likely brings an end to UALink's chances of disrupting $NVDA 's NVLink. More here👇"
X Link @NotesontheNoise 2025-10-15T19:15Z 1617 followers, XXX engagements
"The future of AI networking has been decided. If you own any of $ALAB $CRDO $ANET $AVGO $AMD $NVDA you'll want to read this 👇"
X Link @NotesontheNoise 2025-10-16T03:22Z 1617 followers, XXX engagements
"$CRDO seems to come out of OCP the best Though the market seems to have digested the $ALAB $ANET news and realised it not that bearish"
X Link @NotesontheNoise 2025-10-16T20:30Z 1617 followers, XXX engagements
"This summarises the big shift that occurred at OCP Impacts $NVDA $AMD $ANET $ALAB $AVGO"
X Link @NotesontheNoise 2025-10-16T20:45Z 1617 followers, XXX engagements
"Green days for $ANET $ALAB and $CRDO Market may finally be realising OCP wasnt actually bad for these companies Beats incoming this earnings season 🔒"
X Link @NotesontheNoise 2025-10-16T21:23Z 1617 followers, XXX engagements
"Performance since posting my AI Infrastructure thread (pinned): $BE +196% $EOSE +154% $FLNC +123% $OKLO +116% $MU +76% $VRT +18% $ANET +17% $NVDA +2% $SMR -XX% New ideas incoming. Follow for more 🚀"
X Link @NotesontheNoise 2025-10-20T11:36Z 1617 followers, XXX engagements
"Has #Gold topped And what does it signal for other assets like stocks and #bitcoin $GLD $QQQ $SPY $BTC 👇"
X Link @NotesontheNoise 2025-10-20T17:42Z 1618 followers, XXX engagements
"$VRT is my highest conviction non $NVDA AI stock. Especially given the complex competition among networking companies like $ALAB and $ANET right now"
X Link @NotesontheNoise 2025-10-14T04:05Z 1593 followers, 1441 engagements
"$VRT another X% today. This stock should be core to any AI infrastructure portfolio"
X Link @NotesontheNoise 2025-10-15T19:03Z 1593 followers, XXX engagements
"$VRT reports 10/22/2025 This whale expects price to stay below XXX Im expecting a big beat on revenue but Im also not a whale"
X Link @NotesontheNoise 2025-10-16T00:33Z 1611 followers, XXX engagements
"$VIX at XX overnight. When VIX is over XX you take note and watch out - things will be choppy (or worse) until it dies down. Plan accordingly"
X Link @NotesontheNoise 2025-10-17T08:47Z 1592 followers, XXX engagements
"Biiiiig reversal day for #gold tech stocks $QQQ and #bitcoin. $VIX slammed back to low 20s High beta basket like $NBIS $OSCR $CRWV still struggling We are close"
X Link @NotesontheNoise 2025-10-17T18:34Z 1597 followers, XXX engagements
"Maybe today was the day for #gold Watch #bitcoin and other crypto over the weekend. Markets have a way of trapping people at inflection points"
X Link @NotesontheNoise 2025-10-17T19:58Z 1602 followers, XXX engagements
"@MakeGoldGreat You sound like a bitcoiner How did Nazi Germany almost win WWII shortly after their currency hyper inflated They didnt have any gold. They had resources population and political will. I dont agree with what they did for one second. But they did it without gold"
X Link @NotesontheNoise 2025-10-19T09:42Z 1609 followers, XX engagements
"Was I a week early Or still time to be wrong A week early will look like perfect timing once the move happens. $gld #gold #bitcoin $btc $qqq"
X Link @NotesontheNoise 2025-10-19T23:22Z 1617 followers, XXX engagements
"@qcapital2020 And what app do they use $HOOD"
X Link @NotesontheNoise 2025-10-20T19:05Z 1619 followers, XXX engagements
"I asked @GeminiApp to calculate the value of ASX/NZ listed Infratil $IFT using $NBIS and $CRWV as a benchmark Infratil owns about half of CDC (AI data centres). Implied value: $38-$47 Current price $XX. Now to verify the output 🙃"
X Link @NotesontheNoise 2025-10-02T23:34Z 1620 followers, XXX engagements
"$CRDO is moving beyond just selling components. By co-chairing the new "Optics Reliability Workstream" with $ORCL Credo is positioning itself as the industry standard-bearer. This allows them to compete on value (reliability) rather than solely on price"
X Link @NotesontheNoise 2025-10-15T07:53Z 1617 followers, XXX engagements
"$ALAB Aries PCIe/CXL Retimers (for signal boost) remain their "gold standard". Physics dictates that retimers are necessary for high-speed signals regardless of whether the final fabric is PCIe CXL or Ethernet providing a durable revenue stream"
X Link @NotesontheNoise 2025-10-15T07:53Z 1617 followers, XXX engagements
"Then came #ESUN (Ethernet for Scale-Up Networking) with a killer counter-move: Why build a new system from zero when you can just upgrade the one the entire world already runs on ESUN's plan is to make trusty universal Ethernet the king of AI"
X Link @NotesontheNoise 2025-10-15T08:33Z 1617 followers, XXX engagements
"@InvestingVisual @IvanaSpear In my opinion investors should focus on the stocks you havent listed (but some are in the image). Starting with $VRT"
X Link @NotesontheNoise 2025-10-19T22:38Z 1618 followers, 1774 engagements
"With #gold mooning the #silver squeezers are out in force too. Heres your reminder that silver is an industrial metal not a monetary asset 👇 $gld $slv"
X Link @NotesontheNoise 2025-10-19T23:37Z 1617 followers, XXX engagements
"#gold in the process of losing its first support since the breakout from 4000. The X hour Ichimoku cloud $gld"
X Link @NotesontheNoise 2025-10-20T01:07Z 1620 followers, XXX engagements
"Meanwhile $BTC has broken about the same X hour resistance. First step are the tables turning #bitcoin $gld #gold"
X Link @NotesontheNoise 2025-10-20T01:10Z 1620 followers, XXX engagements
"Has #Gold topped And what does it signal for other assets like stocks and #bitcoin $GLD $QQQ $SPY $BTC"
X Link @NotesontheNoise 2025-10-20T10:49Z 1620 followers, XXX engagements
"@KobeissiLetter The secular shift to retail investing can be seen in many parts of the market. Leveraged ETFs are just one. Theres one obviously beneficiary 👇"
X Link @NotesontheNoise 2025-10-21T01:34Z 1617 followers, XXX engagements