Dark | Light
[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.]

# ![@PabloPedrajas Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::293652465.png) @PabloPedrajas Pablo Pedrajas

Pablo Pedrajas posts on X about ai, $googl, $nvda, $bhp the most. They currently have XXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.

### Engagements: XXX [#](/creator/twitter::293652465/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::293652465/c:line/m:interactions.svg)

- X Week XXXXX +16%
- X Month XXXXX +11,861%
- X Months XXXXX +193%
- X Year XXXXXX +4,942%

### Mentions: XX [#](/creator/twitter::293652465/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::293652465/c:line/m:posts_active.svg)


### Followers: XXXXX [#](/creator/twitter::293652465/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::293652465/c:line/m:followers.svg)

- X Week XXXXX +0.19%
- X Month XXXXX -XXXX%
- X Months XXXXX -XX%
- X Year XXXXX +456%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::293652465/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::293652465/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  XXXXX% [finance](/list/finance)  XXXXX% [technology brands](/list/technology-brands)  XXXXX% [social networks](/list/social-networks)  XXXX% [countries](/list/countries)  XXXX%

**Social topic influence**
[ai](/topic/ai) 14.58%, [$googl](/topic/$googl) 10.42%, [$nvda](/topic/$nvda) 10.42%, [$bhp](/topic/$bhp) #42, [googl](/topic/googl) #160, [$orcl](/topic/$orcl) 4.17%, [open ai](/topic/open-ai) 4.17%, [fomc](/topic/fomc) #839, [$teck](/topic/$teck) #24, [eu](/topic/eu) XXXX%

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

**Top assets mentioned**
[Alphabet Inc Class A (GOOGL)](/topic/$googl) [NVIDIA Corp. (NVDA)](/topic/$nvda) [BHP Group Limited (BHP)](/topic/$bhp) [Oracle Corporation (ORCL)](/topic/$orcl) [Teck Resources Limited (TECK)](/topic/$teck) [BlackCoin (BLK)](/topic/$blk) [American Airlines Group Inc (AAL)](/topic/$aal) [Rio Tinto plc (RIO)](/topic/rio-tinto) [Realio Network (RIO)](/topic/$rio) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Microsoft Corp. (MSFT)](/topic/$msft) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Advanced Micro Devices (AMD)](/topic/$amd) [Metadium (META)](/topic/$meta) [Morgan Stanley (MS)](/topic/morgan-stanley) [AeroVironment, Inc. (AVAV)](/topic/$avav) [Adobe, Inc. (ADBE)](/topic/$adbe) [Chewy, Inc. (CHWY)](/topic/$chwy)
### Top Social Posts
Top posts by engagements in the last XX hours

"At a $500bn valuation #OpenAI is a giant chasing AGI but the real financial risk sits with its partners: #SoftBank $ORCL CoreWeave Vantage Blue Owl. If the AI cycle cools lenders feel the hit first"  
[X Link](https://x.com/PabloPedrajas/status/1994468496378352127)  2025-11-28T18:08Z 1057 followers, XX engagements


"The true bottleneck isnt talent its electricity. Without reliable energy theres no #AI scaling. Nations investing in renewables and grid resilience could become the new winners of the digital economy. Jensen Huang spoke about this issue on @joerogan's podcast this week"  
[X Link](https://x.com/PabloPedrajas/status/1998093084396318740)  2025-12-08T18:11Z 1057 followers, XX engagements


"Many preferred more independent candidates like Rick Rieder of $BLK or Fed governor Christopher Waller who are viewed as more insulated from political pressure. #FOMC"  
[X Link](https://x.com/PabloPedrajas/status/1996323866101022824)  2025-12-03T21:01Z 1059 followers, XX engagements


"Most of this expansion comes from existing mines not new builds a smart move given Glencores DNA is in acquisitions trading and logistics not greenfield development. #Commodities"  
[X Link](https://x.com/PabloPedrajas/status/1997270092028297512)  2025-12-06T11:41Z 1057 followers, XX engagements


"Glencores advantage A portfolio of blue-chip copper stakes: XX% of Collahuasi (shared with competitor #AngloAmerican ($AAL)) XX% of Antamina (with $BHP and $TECK) These assets anchor its narrative of future dominance"  
[X Link](https://x.com/PabloPedrajas/status/1997270094045749596)  2025-12-06T11:41Z 1057 followers, XX engagements


"Glencore has repeatedly tested the limits of deal-making: Floated merger with $BHP (2022) Launched a failed $23bn hostile bid for $TECK (2023) Considered a move on #AngloAmerican (2024) Even sounded out Rio Tinto on a combination"  
[X Link](https://x.com/PabloPedrajas/status/1997270098214547546)  2025-12-06T11:41Z 1057 followers, XX engagements


"Markets are buying the story. Shares rose X% on Wednesday pushing valuation to 45bn XX% higher than six months ago and now trading at a premium to both $RIO and $BHP on next years earnings. #Stocks #Investing"  
[X Link](https://x.com/PabloPedrajas/status/1997270099992936777)  2025-12-06T11:41Z 1057 followers, XX engagements


"🌐 The world is learning that #AI isnt just software its physical infrastructure. Training frontier models requires massive compute from $NVDA-powered data centers and cloud giants like $MSFT $GOOGL and $AMZN. The result A new geopolitical race for digital power"  
[X Link](https://x.com/PabloPedrajas/status/1998093082336677982)  2025-12-08T18:11Z 1059 followers, XX engagements


"The semiconductor supply chain is now a strategic asset. #Chips manufactured by $TSM and designed by $NVDA or $AMD are becoming as geopolitically sensitive as oil pipelines were in the 20th century"  
[X Link](https://x.com/PabloPedrajas/status/1998093088938725808)  2025-12-08T18:11Z 1059 followers, XX engagements


"🌐 A major shift in the #AI hardware race: Googles custom TPU chips are now powerful enough to outperform OpenAIs GPT-5 in independent benchmarks triggering a code red inside OpenAI and rattling $NVDA investors"  
[X Link](https://x.com/PabloPedrajas/status/1998096153523741060)  2025-12-08T18:23Z 1059 followers, XX engagements


"Googles #TPU is now central to the performance of Gemini X the model that surpassed GPT-5. This success has pushed $GOOGL to double down on vertically integrated #AI models software and chips all built in-house"  
[X Link](https://x.com/PabloPedrajas/status/1998096155914461398)  2025-12-08T18:23Z 1059 followers, XX engagements


"Analysts expect Google to more than double TPU production by 2028 with chip consultancy SemiAnalysis calling TPUs neck and neck with king of the jungle $NVDA for cutting-edge AI workloads"  
[X Link](https://x.com/PabloPedrajas/status/1998096157797736872)  2025-12-08T18:23Z 1059 followers, XX engagements


"The market took notice. $NVDA shares fell sharply after reports that Meta $META was in talks to buy TPUs a sign major players may diversify away from Nvidias GPU dominance"  
[X Link](https://x.com/PabloPedrajas/status/1998096159638958523)  2025-12-08T18:23Z 1059 followers, XX engagements


"Morgan Stanley estimates that every 500000 TPUs sold externally could add $13bn in revenue for $GOOGL. #TSMC is expected to produce 3.2M TPUs in 2025 rising to 7M by 2028 showing enormous infrastructure scaling"  
[X Link](https://x.com/PabloPedrajas/status/1998096163426455614)  2025-12-08T18:23Z 1058 followers, XX engagements


"A key catalyst: AI-coding tools may make it easier for companies to switch from Nvidias #Cuda ecosystem lowering the barrier to adopt TPUs a major vulnerability in $NVDAs moat"  
[X Link](https://x.com/PabloPedrajas/status/1998096165271916850)  2025-12-08T18:23Z 1058 followers, XX engagements


"Googles TPU story actually began in 2013 when internal calculations showed that widespread voice search would double its data-center footprint an unsustainable cost. TPUs emerged as the solution"  
[X Link](https://x.com/PabloPedrajas/status/1998096168879055023)  2025-12-08T18:23Z 1059 followers, XX engagements


"Today TPUs power core Google products Search Ads #YouTube and are released on an accelerating annual cycle. Demand for both custom TPUs and $NVDA GPUs is growing but the competitive landscape has fundamentally changed"  
[X Link](https://x.com/PabloPedrajas/status/1998096195642876150)  2025-12-08T18:23Z 1059 followers, XX engagements


"#Europe is hesitating on how to fund #Ukraines war effort but the financial math is brutally simple. The EU can either invest now or face a vastly higher bill if Russia gains the upper hand. #Geopolitics"  
[X Link](https://x.com/PabloPedrajas/status/1998097021333635423)  2025-12-08T18:27Z 1059 followers, XX engagements


"The EU still cant agree on using frozen Russian assets to back up to 210bn in loans. Many debt-laden states prefer not to contribute directly. But inaction may end up costing several times more"  
[X Link](https://x.com/PabloPedrajas/status/1998097024626094190)  2025-12-08T18:27Z 1058 followers, XX engagements


"A XX bps cut is largely priced in but the real driver for risk sentiment into 2026 will be the tone of the statement the new dots and how divided the FOMC looks on the forward path. A hawkish cut is the base case"  
[X Link](https://x.com/PabloPedrajas/status/1998812209997320576)  2025-12-10T17:49Z 1059 followers, XX engagements


"Beyond the Fed micro still matters: $ORCL and $ADBE earnings will update the #AI and software narrative while single names like $AVAV $CBRL and $CHWY show how sensitive cyclicals and consumer names remain to guidance and execution"  
[X Link](https://x.com/PabloPedrajas/status/1998812212048310567)  2025-12-10T17:49Z 1059 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.]

@PabloPedrajas Avatar @PabloPedrajas Pablo Pedrajas

Pablo Pedrajas posts on X about ai, $googl, $nvda, $bhp the most. They currently have XXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

Engagements Line Chart

  • X Week XXXXX +16%
  • X Month XXXXX +11,861%
  • X Months XXXXX +193%
  • X Year XXXXXX +4,942%

Mentions: XX #

Mentions Line Chart

Followers: XXXXX #

Followers Line Chart

  • X Week XXXXX +0.19%
  • X Month XXXXX -XXXX%
  • X Months XXXXX -XX%
  • X Year XXXXX +456%

CreatorRank: XXXXXXXXX #

CreatorRank Line Chart

Social Influence

Social category influence stocks XXXXX% finance XXXXX% technology brands XXXXX% social networks XXXX% countries XXXX%

Social topic influence ai 14.58%, $googl 10.42%, $nvda 10.42%, $bhp #42, googl #160, $orcl 4.17%, open ai 4.17%, fomc #839, $teck #24, eu XXXX%

Top accounts mentioned or mentioned by @joerogans

Top assets mentioned Alphabet Inc Class A (GOOGL) NVIDIA Corp. (NVDA) BHP Group Limited (BHP) Oracle Corporation (ORCL) Teck Resources Limited (TECK) BlackCoin (BLK) American Airlines Group Inc (AAL) Rio Tinto plc (RIO) Realio Network (RIO) Amazon.com, Inc. (AMZN) Microsoft Corp. (MSFT) Taiwan Semiconductor (TSM) Advanced Micro Devices (AMD) Metadium (META) Morgan Stanley (MS) AeroVironment, Inc. (AVAV) Adobe, Inc. (ADBE) Chewy, Inc. (CHWY)

Top Social Posts

Top posts by engagements in the last XX hours

"At a $500bn valuation #OpenAI is a giant chasing AGI but the real financial risk sits with its partners: #SoftBank $ORCL CoreWeave Vantage Blue Owl. If the AI cycle cools lenders feel the hit first"
X Link 2025-11-28T18:08Z 1057 followers, XX engagements

"The true bottleneck isnt talent its electricity. Without reliable energy theres no #AI scaling. Nations investing in renewables and grid resilience could become the new winners of the digital economy. Jensen Huang spoke about this issue on @joerogan's podcast this week"
X Link 2025-12-08T18:11Z 1057 followers, XX engagements

"Many preferred more independent candidates like Rick Rieder of $BLK or Fed governor Christopher Waller who are viewed as more insulated from political pressure. #FOMC"
X Link 2025-12-03T21:01Z 1059 followers, XX engagements

"Most of this expansion comes from existing mines not new builds a smart move given Glencores DNA is in acquisitions trading and logistics not greenfield development. #Commodities"
X Link 2025-12-06T11:41Z 1057 followers, XX engagements

"Glencores advantage A portfolio of blue-chip copper stakes: XX% of Collahuasi (shared with competitor #AngloAmerican ($AAL)) XX% of Antamina (with $BHP and $TECK) These assets anchor its narrative of future dominance"
X Link 2025-12-06T11:41Z 1057 followers, XX engagements

"Glencore has repeatedly tested the limits of deal-making: Floated merger with $BHP (2022) Launched a failed $23bn hostile bid for $TECK (2023) Considered a move on #AngloAmerican (2024) Even sounded out Rio Tinto on a combination"
X Link 2025-12-06T11:41Z 1057 followers, XX engagements

"Markets are buying the story. Shares rose X% on Wednesday pushing valuation to 45bn XX% higher than six months ago and now trading at a premium to both $RIO and $BHP on next years earnings. #Stocks #Investing"
X Link 2025-12-06T11:41Z 1057 followers, XX engagements

"🌐 The world is learning that #AI isnt just software its physical infrastructure. Training frontier models requires massive compute from $NVDA-powered data centers and cloud giants like $MSFT $GOOGL and $AMZN. The result A new geopolitical race for digital power"
X Link 2025-12-08T18:11Z 1059 followers, XX engagements

"The semiconductor supply chain is now a strategic asset. #Chips manufactured by $TSM and designed by $NVDA or $AMD are becoming as geopolitically sensitive as oil pipelines were in the 20th century"
X Link 2025-12-08T18:11Z 1059 followers, XX engagements

"🌐 A major shift in the #AI hardware race: Googles custom TPU chips are now powerful enough to outperform OpenAIs GPT-5 in independent benchmarks triggering a code red inside OpenAI and rattling $NVDA investors"
X Link 2025-12-08T18:23Z 1059 followers, XX engagements

"Googles #TPU is now central to the performance of Gemini X the model that surpassed GPT-5. This success has pushed $GOOGL to double down on vertically integrated #AI models software and chips all built in-house"
X Link 2025-12-08T18:23Z 1059 followers, XX engagements

"Analysts expect Google to more than double TPU production by 2028 with chip consultancy SemiAnalysis calling TPUs neck and neck with king of the jungle $NVDA for cutting-edge AI workloads"
X Link 2025-12-08T18:23Z 1059 followers, XX engagements

"The market took notice. $NVDA shares fell sharply after reports that Meta $META was in talks to buy TPUs a sign major players may diversify away from Nvidias GPU dominance"
X Link 2025-12-08T18:23Z 1059 followers, XX engagements

"Morgan Stanley estimates that every 500000 TPUs sold externally could add $13bn in revenue for $GOOGL. #TSMC is expected to produce 3.2M TPUs in 2025 rising to 7M by 2028 showing enormous infrastructure scaling"
X Link 2025-12-08T18:23Z 1058 followers, XX engagements

"A key catalyst: AI-coding tools may make it easier for companies to switch from Nvidias #Cuda ecosystem lowering the barrier to adopt TPUs a major vulnerability in $NVDAs moat"
X Link 2025-12-08T18:23Z 1058 followers, XX engagements

"Googles TPU story actually began in 2013 when internal calculations showed that widespread voice search would double its data-center footprint an unsustainable cost. TPUs emerged as the solution"
X Link 2025-12-08T18:23Z 1059 followers, XX engagements

"Today TPUs power core Google products Search Ads #YouTube and are released on an accelerating annual cycle. Demand for both custom TPUs and $NVDA GPUs is growing but the competitive landscape has fundamentally changed"
X Link 2025-12-08T18:23Z 1059 followers, XX engagements

"#Europe is hesitating on how to fund #Ukraines war effort but the financial math is brutally simple. The EU can either invest now or face a vastly higher bill if Russia gains the upper hand. #Geopolitics"
X Link 2025-12-08T18:27Z 1059 followers, XX engagements

"The EU still cant agree on using frozen Russian assets to back up to 210bn in loans. Many debt-laden states prefer not to contribute directly. But inaction may end up costing several times more"
X Link 2025-12-08T18:27Z 1058 followers, XX engagements

"A XX bps cut is largely priced in but the real driver for risk sentiment into 2026 will be the tone of the statement the new dots and how divided the FOMC looks on the forward path. A hawkish cut is the base case"
X Link 2025-12-10T17:49Z 1059 followers, XX engagements

"Beyond the Fed micro still matters: $ORCL and $ADBE earnings will update the #AI and software narrative while single names like $AVAV $CBRL and $CHWY show how sensitive cyclicals and consumer names remain to guidance and execution"
X Link 2025-12-10T17:49Z 1059 followers, XXX engagements

@PabloPedrajas
/creator/twitter::PabloPedrajas