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# ![@PatrickMoorhead Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::14927543.png) @PatrickMoorhead Patrick Moorhead

Patrick Moorhead posts on X about ai, $nvda, $mrvl, ceo the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXXX engagements in the last XX hours.

### Engagements: XXXXXX [#](/creator/twitter::14927543/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::14927543/c:line/m:interactions.svg)

- X Week XXXXXXX +7.50%
- X Month XXXXXXX -XX%
- X Months XXXXXXXXX +192%
- X Year XXXXXXXXX +32%

### Mentions: XX [#](/creator/twitter::14927543/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::14927543/c:line/m:posts_active.svg)

- X Week XX -XX%
- X Month XXX -XX%
- X Months XXX +91%
- X Year XXXXX -XXXX%

### Followers: XXXXXX [#](/creator/twitter::14927543/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::14927543/c:line/m:followers.svg)

- X Week XXXXXX +0.41%
- X Month XXXXXX +1.30%
- X Months XXXXXX +11%
- X Year XXXXXX +17%

### CreatorRank: XXXXXXX [#](/creator/twitter::14927543/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::14927543/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[technology brands](/list/technology-brands)  XXXXX% [stocks](/list/stocks)  XXXXX% [events](/list/events)  #120 [countries](/list/countries)  XXXX% [finance](/list/finance)  XXXX% [fashion brands](/list/fashion-brands)  XXXX% [social networks](/list/social-networks)  XXXX%

**Social topic influence**
[ai](/topic/ai) 27.45%, [$nvda](/topic/$nvda) #336, [$mrvl](/topic/$mrvl) #8, [ceo](/topic/ceo) #1178, [aws reinvent](/topic/aws-reinvent) #4, [$hpq](/topic/$hpq) #1, [products](/topic/products) 5.88%, [nvda](/topic/nvda) #27, [$wday](/topic/$wday) #33, [$dell](/topic/$dell) #4

**Top accounts mentioned or mentioned by**
[@awscloud](/creator/undefined) [@max165486170328](/creator/undefined) [@nvidia](/creator/undefined) [@lolkeks5](/creator/undefined) [@thesixfivemedia](/creator/undefined) [@moorinsstrat](/creator/undefined) [@googlecloud](/creator/undefined) [@edels0n](/creator/undefined) [@kklmt123456](/creator/undefined) [@skalewealth](/creator/undefined) [@profgpod](/creator/undefined) [@codewithimanshu](/creator/undefined) [@alexintel](/creator/undefined) [@mweinbach](/creator/undefined) [@alex_intel_](/creator/undefined) [@imnotharsh](/creator/undefined) [@karanmodi501](/creator/undefined) [@synopsys](/creator/undefined) [@amazon](/creator/undefined) [@hewlett](/creator/undefined)

**Top assets mentioned**
[NVIDIA Corp. (NVDA)](/topic/$nvda) [Marvell Technology Inc (MRVL)](/topic/$mrvl) [HP Inc (HPQ)](/topic/$hpq) [Workday Inc (WDAY)](/topic/$wday) [Dell Technologies, Inc. (DELL)](/topic/$dell) [Microsoft Corp. (MSFT)](/topic/microsoft) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Synopsys, Inc. (SNPS)](/topic/$snps) [MongoDB, Inc. (MDB)](/topic/$mdb) [Cream (CRM)](/topic/$crm) [Snowflake, Inc. (SNOW)](/topic/$snow) [Hewlett Packard Enterprise Co (HPE)](/topic/$hpe) [Goldman Sachs (GS)](/topic/goldman-sachs) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Palo Alto Networks Inc (PANW)](/topic/$panw) [Intel Corporation (INTC)](/topic/$intc) [Salesforce Inc (CRM)](/topic/salesforce)
### Top Social Posts
Top posts by engagements in the last XX hours

"Doing Deep Research on what I have said about TPU versus GPU and Gemini X doesnt like it apparently. I dont remember ever getting this on ChatGPT or xAI. I'm sorry I'm experiencing unusually high traffic right now and am at full capacity. Please try again later"  
[X Link](https://x.com/PatrickMoorhead/status/1995508577193296272)  2025-12-01T15:01Z 55.1K followers, 4812 engagements


"The @nvidia@Synopsys partnership is a big tell for where AI likely goes next: engineering simulation and digital twins. Multi-year pact to put CUDA agentic AI and Omniverse into Synopsys tools plus a $2B $SNPS equity stake. Ive always said that EDA is the next frontier and potential biggest power players and maybe this is a sign. $NVDA"  
[X Link](https://x.com/PatrickMoorhead/status/1995485878186308079)  2025-12-01T13:31Z 55.1K followers, 18.8K engagements


"The Week Ahead In Technology for December X 2025: Cloud AI chips and software earnings drive the narrative. AWS re:Invent sets the tone for cloud + gen AI strategy @awscloud GoogleMeta TPU talks test Nvidias AI hardware lead @googlecloud @nvidia Key prints from $CRM $SNOW $MDB $MRVL $HPE will show how fast enterprise AI and data demand are really growing"  
[X Link](https://x.com/PatrickMoorhead/status/1995529858231984180)  2025-12-01T16:26Z 55.1K followers, 17.2K engagements


"Said this in September about ASICs"  
[X Link](https://x.com/PatrickMoorhead/status/1995518434759889166)  2025-12-01T15:40Z 55.1K followers, 29.6K engagements


"The Week Ahead In Technology for December X 2025: AI infrastructure and software earnings stay in focus for investors and enterprises. Events: AI Summit New York keeps large-scale AI deployment regulation and governance in the spotlight. Products: Post@Amazon Web Services (AWS) re:Invent analysis and new AI factory labs from @Hewlett Packard Enterprise and @NVIDIA show how cloud and OEMs are packaging full-stack AI factories. Earnings: Oracle Adobe Broadcom and Synopsys update the street on AI infrastructure cloud software demand and chip design tools. $ORCL $SNPS $ADBE $AVGO Carry-over: The"  
[X Link](https://x.com/PatrickMoorhead/status/1998113945165680752)  2025-12-08T19:34Z 55.1K followers, 5269 engagements


"Is it my imagination or does $MRVL stock get manipulated more the most This is the first time Ive brought this up but there seems to be some kinetic energy coming from Taiwan that Marvell has lost every XPU deal that ever existed to Alchip GUC and MediaTek. Now I guess its Broadcom now"  
[X Link](https://x.com/PatrickMoorhead/status/1998156507590848846)  2025-12-08T22:23Z 55.1K followers, 24K engagements


"$HPQ reratings after Q4FY25 earnings (2025-11-25). Most lowered on future profit concerns around memory component costs but were complementary on print futures. Stock off X% right now at $XX. J.P. Morgan: $XX (2025-10-22) $XX (2025-11-26) (lowered) Goldman Sachs: $XX (2025-08-28) $XX (2025-11-26) (lowered) Evercore ISI: $XX (2025-09-10) $XX (2025-11-26) (lowered) UBS: $XX (2025-08-28) $XX (2025-11-26) (lowered) Barclays: $XX (2025-08-28) $XX (2025-11-26) (lowered) Citigroup: $XX (2025-11-12) $XX (2025-11-26) (lowered) Morgan Stanley: $XX (2025-11-21) $XX (2025-11-26) (lowered) Averages"  
[X Link](https://x.com/PatrickMoorhead/status/1993723791055196612)  2025-11-26T16:49Z 55.1K followers, 1337 engagements


"AWS CEO Matt Garman kicks off reInvent 2025 with a summary of the business and key products. $XXX billion business growing XX% year-over-yearwith $XX billion added in the last year which surpasses the annual revenue of over half the Fortune XXX. AWS service highlights: over XXX trillion objects in S3 hundreds of exabytes of data XXX million requests per second over half new CPU capacity from Graviton chips millions of database customers and Amazon Bedrock powering AI Inferentia for over 100000 companies. He also discussed new building blocks for securely deploying enterprise-scale AI agents"  
[X Link](https://x.com/PatrickMoorhead/status/1995887913088024903)  2025-12-02T16:08Z 55.1K followers, 3462 engagements


"One of the biggest announcements here at AWS re:Invent is its AI Factories. Basically a sovereign AI solution on-prem at the customer datacenter. @MattKimball_MIS will be digging into this. AWS has been in and out of this over the years. $AMZN"  
[X Link](https://x.com/PatrickMoorhead/status/1995891537520341282)  2025-12-02T16:23Z 55.1K followers, 5626 engagements


"AWS's Matt Garman on $NVDA GPUs: "AWS is by far the best place to run NVIDIA GPUs." Big claim. "Now when you think about AI infrastructure one of the first things that comes to mind is GPUs and AWS is by far the best place to run NVIDIA GPUs. We were actually the first offer in NVIDIA GPUs in the cloud and we've been collaborating together with NVIDIA for over XX years. And what that means is that we've learned operate GPUs at scale. In fact if you talk to anyone who's run large GPU clusters than any other provider they'll tell you that AWS is by far the most stable at running a GPU cluster."  
[X Link](https://x.com/PatrickMoorhead/status/1995894725002609067)  2025-12-02T16:35Z 55.1K followers, 21.6K engagements


"Microsoft is very rarely as direct as this is when they see inaccuracies written about their company. This time is different: The Informations story inaccurately combines the concepts of growth and sales quotas which shows their lack of understanding of the way a sales organization works and is compensated. Aggregate sales quotas for AI products have not been lowered as we informed them prior to publication. $400B RPO over X years seems like a lot of growth. I can see some increases and decreases in specific services across a wide enterprise AI portfolio- thats just the reality of company"  
[X Link](https://x.com/PatrickMoorhead/status/1996268011041472937)  2025-12-03T17:19Z 55.1K followers, 50K engagements


"If youre like me and a bit confused about the AI names and AI brands in the AWS stack youre welcome"  
[X Link](https://x.com/PatrickMoorhead/status/1996382303883530474)  2025-12-04T00:53Z 55.1K followers, 1940 engagements


"@Alex_Intel_ CEO of a chip company"  
[X Link](https://x.com/PatrickMoorhead/status/1997369763152982170)  2025-12-06T18:17Z 55.1K followers, XXX engagements


"@mweinbach Does this require hardware four"  
[X Link](https://x.com/PatrickMoorhead/status/1998053703366975808)  2025-12-08T15:34Z 55.1K followers, XXX engagements


"It shouldn't have been hard to predict $MRVL growth or quadruple beat on revenue/EPS/qtr guide/annual guide. While people were hand-wringing over XPUs versus $AVGO the company quietly crushed it in connectivity. As goes hyperscaler CAPEX goes Marvell opportunity Matt told everybody this at the JPM fireside chat. Basics: -Revenue: $2.08B +37% YoY +3% QoQ; above consensus $2.07B. -GAAP EPS: $XXXX (includes divestiture gain). NonGAAP EPS: $XXXX (+77% YoY +13% QoQ); above consensus $XXXX. -Margins: GM XXXX% GAAP / XXXX% nonGAAP; OM XXXX% GAAP / XXXX% nonGAAP (+660bps YoY on mix/leverage)."  
[X Link](https://x.com/PatrickMoorhead/status/1996616081000087747)  2025-12-04T16:22Z 55.1K followers, 6670 engagements


"@Alex_Intel_ What did Marvell management do Itll help me for tomorrow"  
[X Link](https://x.com/PatrickMoorhead/status/1998161962908504376)  2025-12-08T22:45Z 55.1K followers, XXX engagements


"@Max165486170328 HF=hedge fund"  
[X Link](https://x.com/PatrickMoorhead/status/1998173255614841002)  2025-12-08T23:30Z 55.1K followers, XXX engagements


"The Week Ahead In Technology for 11/24/25: It may be the US holidays but the tech show will go on. Critical earnings week. $DELL $HPQ and $WDAY report providing a definitive litmus test for AI demand across hardware and enterprise SaaS. Tracking backlog execution and the final conf prep ahead of @awscloud re:Invent next week"  
[X Link](https://x.com/PatrickMoorhead/status/1993039144751104357)  2025-11-24T19:28Z 55.1K followers, 19.7K engagements


"REPEAT WITH ME: Every hyperscaler meets with every design firm back-end firm foundry and packaging firm. Stop this nonsense please"  
[X Link](https://x.com/PatrickMoorhead/status/1997033345692455058)  2025-12-05T20:00Z 55.1K followers, 36.1K engagements


"Here we go again. Great if true but weve been here about ten times beforehand"  
[X Link](https://x.com/PatrickMoorhead/status/1998103321010397537)  2025-12-08T18:52Z 55.1K followers, 4971 engagements


"First tweet on TPU back in 2016. Wondering what this means to $NVDA and $INTC "  
[X Link](https://x.com/PatrickMoorhead/status/1995498680309391557)  2025-12-01T14:22Z 55.1K followers, 16.2K engagements


"Attending @awscloud reinvent most of the week. Top on my list: -custom AI silicon. CPU and XPU. -enterprise AI agents for horizontal integration across apps and other clouds -latest air-gapped on-prem offerings to compare to Google Distributed Cloud"  
[X Link](https://x.com/PatrickMoorhead/status/1995522287374848501)  2025-12-01T15:56Z 55.1K followers, 2385 engagements


"Some of my thoughts on Intel Foundry and why the US needs more onshore manufacturing and foundry IP"  
[X Link](https://x.com/PatrickMoorhead/status/1995620584664039453)  2025-12-01T22:26Z 55.1K followers, 20.7K engagements


"Some positive AI signs coming out of Salesforce earnings. Too early to pop the champagne corks but positive nonetheless. Agentforce and Data XXX ARR reached nearly $1.4B +114% YoY; Agentforce ARR exceeded $0.5B +330% YoY with 9500 paid Agentforce deals and 3.2T tokens processed through Salesforces LLM gateway. Company framed Agentforce/Data XXX as the primary growth engine and reiterated a path to $60B+ organic revenue and a XX growth+margin framework by FY30. $CRM"  
[X Link](https://x.com/PatrickMoorhead/status/1996620195062837565)  2025-12-04T16:38Z 55.1K followers, 1645 engagements


"The most interesting hour for me at @awscloud re:Invent last week was the very candid discussion CEO Matt Garman had with analysts. My write-up"  
[X Link](https://x.com/PatrickMoorhead/status/1998461067618304129)  2025-12-09T18:33Z 55.1K followers, 8970 engagements


"Surprised and impressed Boom who I thought did supersonic airplanes brings out a 42mW gas turbine"  
[X Link](https://x.com/PatrickMoorhead/status/1998508586448949340)  2025-12-09T21:42Z 55.1K followers, 3471 engagements


"Ive always been a strong supporter of exporting certain AI technologies to China. Its good for economics but also national security. Hopeful it is real this time. $NVDA"  
[X Link](https://x.com/PatrickMoorhead/status/1998530151613870358)  2025-12-09T23:08Z 55.1K followers, 4545 engagements