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

Patrick Moorhead posts on X about ai, ceo, in the, business the most. They currently have [------] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

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

- [--] Week [------] +8.20%
- [--] Month [-------] -25%
- [--] Months [---------] -24%
- [--] Year [----------] +168%

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

- [--] Week [--] -12%
- [--] Month [---] +37%
- [--] Months [---] +83%
- [--] Year [-----] -3.10%

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

- [--] Week [------] +0.14%
- [--] Month [------] +0.78%
- [--] Months [------] +9.50%
- [--] Year [------] +16%

### CreatorRank: [---------] [#](/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)  36.67% [stocks](/list/stocks)  30.67% [countries](/list/countries)  9.33% [events](/list/events)  #519 [finance](/list/finance)  4% [social networks](/list/social-networks)  2% [automotive brands](/list/automotive-brands)  1.33% [products](/list/products)  0.67% [vc firms](/list/vc-firms)  0.67% [travel destinations](/list/travel-destinations)  0.67%

**Social topic influence**
[ai](/topic/ai) 22%, [ceo](/topic/ceo) 6.67%, [in the](/topic/in-the) 6.67%, [business](/topic/business) 5.33%, [ibm](/topic/ibm) 4%, [$amd](/topic/$amd) #250, [lenovo](/topic/lenovo) 4%, [$msft](/topic/$msft) 3.33%, [china](/topic/china) 3.33%, [ces](/topic/ces) 3.33%

**Top accounts mentioned or mentioned by**
[@jandawson](/creator/undefined) [@thesixfivemedia](/creator/undefined) [@aatilley](/creator/undefined) [@mbzuai](/creator/undefined) [@nvidia](/creator/undefined) [@danielnewmanuv](/creator/undefined) [@moorinsstrat](/creator/undefined) [@starfire2258](/creator/undefined) [@greengart](/creator/undefined) [@cisco](/creator/undefined) [@intel](/creator/undefined) [@lenovo](/creator/undefined) [@synopsys](/creator/undefined) [@lisasu](/creator/undefined) [@raywccf](/creator/undefined) [@talalalkaissi](/creator/undefined) [@johnrheritage](/creator/undefined) [@pgelsinger](/creator/undefined) [@mweinbach](/creator/undefined) [@secscottbessent](/creator/undefined)

**Top assets mentioned**
[IBM (IBM)](/topic/ibm) [Advanced Micro Devices (AMD)](/topic/$amd) [Microsoft Corp. (MSFT)](/topic/$msft) [Intel Corporation (INTC)](/topic/$intc) [QUALCOMM, Inc. (QCOM)](/topic/$qcom) [Apple, Inc. (AAPL)](/topic/$aapl) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Arm Holdings plc (ARM)](/topic/$arm) [Metadium (META)](/topic/$meta) [Now Coin (NOW)](/topic/$now) [Dell Technologies, Inc. (DELL)](/topic/dell) [Synopsys, Inc. (SNPS)](/topic/$snps) [ServiceNow Inc (NOW)](/topic/servicenow) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Coherent Inc (COHR)](/topic/$cohr) [SAP SE (SAP)](/topic/$sap) [Tesla, Inc. (TSLA)](/topic/$tsla) [Lattice Semiconductor Corp (LSCC)](/topic/$lscc) [Oracle Corporation (ORCL)](/topic/$orcl) [Infosys Limited (INFY)](/topic/$infy) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Cisco Systems Inc (CSCO)](/topic/$csco) [Applied Materials, Inc. (AMAT)](/topic/$amat) [Arista Networks Inc (ANET)](/topic/$anet) [Datadog Inc (DDOG)](/topic/$ddog) [Cloudflare, Inc. (NET)](/topic/$net) [GlobalFoundries (GFS)](/topic/globalfoundries)
### Top Social Posts
Top posts by engagements in the last [--] hours

"The Week Ahead In Technology for February [--] 2026: AI monetization gets tested. Earnings: $GOOGL $AMZN $AMD $QCOM $ARM $COHR $PLTR Events: @MBZUAI 5-year in Abu Dhabi (Im attending) + @Cisco AI Summit. Carry-over: AI capexROI margins data-center power. The Week Ahead In Technology: 1/26/26: Big Tech earnings + Fed policy = Volatility. Earnings: $MSFT & $META: CapEx vs. Rev growth debate. $NOW $SAP & $IBM: The true B2B AI test. Are agents scaling in ERP & workflows $AAPL: Gauging the supercycle & China demand. $TSLA: Margins https://t.co/tpT5tLFkEf The Week Ahead In Technology: 1/26/26: Big"  
[X Link](https://x.com/PatrickMoorhead/status/2018278438885335371)  2026-02-02T11:00Z 56.2K followers, 15.8K engagements


"The Week Ahead In Technology: From Vision to Valuation We are shifting gears from the visionary announcements of CES to the practical application of technology in global industries. Earnings: $TSM and $INFY report this week. TSMC will validate the durability of the AI infrastructure build-out while Infosys will provide a critical read on global IT spending and the pace of AI service integration. Events: NRF [----] is underway. Look for major shifts in how edge compute and computer vision are modernizing the retail stack. Carry-over: The "Physical AI" narrative introduced last week is gaining"  
[X Link](https://x.com/PatrickMoorhead/status/2010815992272912685)  2026-01-12T20:47Z 56.2K followers, 18K engagements


"Enjoyed chatting $AAPL earnings on @CNBCOvertime. I was asked the one question I would ask Tim Cook and it was as you would expect on memory and margins. Apple crushed the quarter but investors are looking to the future where there is a lot more risk than usual. There was a huge spike right after the print which was un muted on memory and supply chain risks. https://www.cnbc.com/video/2026/01/29/closing-bell-overtime-panel-weighs-in-on-apples-q4-results.html https://www.cnbc.com/video/2026/01/29/closing-bell-overtime-panel-weighs-in-on-apples-q4-results.html"  
[X Link](https://x.com/PatrickMoorhead/status/2017046796305125417)  2026-01-30T01:26Z 56.2K followers, [----] engagements


"The Week Ahead In Technology for February [--] [----]. Agentic coding heats up: @OpenAI Codex + @AnthropicAI Opus [---]. Consumer AI stays hot with @amazon Alexa+. Earnings: $CSCO $AMAT $ANET $DDOG $NET $LSCC. Watch AI infra spend + power constraints + time-to-value. The Week Ahead In Technology for February [--] 2026: AI monetization gets tested. Earnings: $GOOGL $AMZN $AMD $QCOM $ARM $COHR $PLTR Events: @MBZUAI 5-year in Abu Dhabi (Im attending) + @Cisco AI Summit. Carry-over: AI capexROI margins data-center power. https://t.co/PtJ8odTCC0 The Week Ahead In Technology for February [--] 2026: AI"  
[X Link](https://x.com/PatrickMoorhead/status/2021212999311118785)  2026-02-10T13:21Z 56.2K followers, [----] engagements


"OK I've heard enough"  
[X Link](https://x.com/PatrickMoorhead/status/2022129169182982448)  2026-02-13T02:02Z 56.2K followers, [----] engagements


"Practical Enterprise AI Came Of Age At The [----] World Economic Forum This year in Davos executives from the tech world and beyond focused on the most relevant use cases of AI for solving real-world business problems"  
[X Link](https://www.forbes.com/sites/patrickmoorhead/2026/02/13/practical-enterprise-ai-came-of-age-at-the-2026-world-economic-forum/)  2026-02-13T21:10Z 20.3M followers, [--] engagements


"I enjoyed the fireside chat with @Synopsys $SNPS CEO Sassine Ghazi. We had a good discussion on the value of chip to auto/robot/rack/datacenter simulation. This will change everything as complexity increases and theres no room in the overall system for tolerances or time"  
[X Link](https://x.com/PatrickMoorhead/status/2009020331122626641)  2026-01-07T21:52Z 56.1K followers, [----] engagements


"And then we have another side of the coin (prior post) with $SNPS selling its RISC-V IP business to $GFS. Either the RISC-V business wasn't a good financial one or it wants to get closer to $ARM. News: Synopsys enters into definitive agreement with @GlobalFoundries for sale of its Processor IP Solutions business. Read the announcement: https://t.co/6GFRmI5RBf https://t.co/X2PYbsqA7Z News: Synopsys enters into definitive agreement with @GlobalFoundries for sale of its Processor IP Solutions business. Read the announcement: https://t.co/6GFRmI5RBf https://t.co/X2PYbsqA7Z"  
[X Link](https://x.com/PatrickMoorhead/status/2012201727223624123)  2026-01-16T16:34Z 56.1K followers, [----] engagements


"The Week Ahead In Technology: 1/26/26: Big Tech earnings + Fed policy = Volatility. Earnings: $MSFT & $META: CapEx vs. Rev growth debate. $NOW $SAP & $IBM: The true B2B AI test. Are agents scaling in ERP & workflows $AAPL: Gauging the supercycle & China demand. $TSLA: Margins and FSD take rate focus. Macro: Fed interest rate decision looms large for growth valuations. Narrative: AI monetization is no longer a "nice to have" its the metric. @Microsoft @SAP @ServiceNow The Week Ahead In Technology for January [--] [----]. Davos (@wef) + earnings = AI reality check. Watch: AI governance/trade"  
[X Link](https://x.com/PatrickMoorhead/status/2016119689294852542)  2026-01-27T12:02Z 56.1K followers, 21.4K engagements


"CPUs are back baby. (They never left). Server consolidation and even inference are driving even more demand for datacenter CPUs. Everybodys in on the action. $NVDA $ARM $INTC $AMD Bloomberg interview with Nvidia CEO Jensen Huang on the Vera CPU Plan: "For the very first time we're going to be offering Vera CPUs. Vera is such an incredible CPU. We're going to offer Vera CPUs as a standalone part of the infrastructure. And so not only not only can you Bloomberg interview with Nvidia CEO Jensen Huang on the Vera CPU Plan: "For the very first time we're going to be offering Vera CPUs. Vera is"  
[X Link](https://x.com/PatrickMoorhead/status/2016287424821772398)  2026-01-27T23:09Z 56.1K followers, 22.8K engagements


"We have $MSFT $META $NOW $IBM on deck. -Microsoft: Watch Azure cloud revenue growth (expecting 34%) to see if AI demand is still accelerating or if capacity constraints (lack of available data centers/GPUs) are beginning to cap their upside. Look at RPO. -Meta Platforms: Looking for [----] Capital Expenditure (Capex) guidance. Whisper suggests it could top $100B and whether current ad revenue growth is strong enough to justify that massive infrastructure spend. -ServiceNow: Looking for adoption metrics for their GenAI "Pro Plus" SKU as investors need proof that their premium AI tier is driving"  
[X Link](https://x.com/PatrickMoorhead/status/2016570335672365177)  2026-01-28T17:53Z 56.1K followers, [----] engagements


"$IBM absolutely crushed it for the quarter. The market is ignoring the 5% guide after a 12% quarter knowing the company is conservative and loving the FCF. @ArvindKrishna and team are dialing it in and yes have created an enterprise AI PRODUCT company. I never doubted it when many did. $IBM (International Business Machines) #earnings are out: https://t.co/uWUofjKlsk $IBM (International Business Machines) #earnings are out: https://t.co/uWUofjKlsk"  
[X Link](https://x.com/PatrickMoorhead/status/2016624453103346122)  2026-01-28T21:28Z 56.1K followers, [----] engagements


"$NOW beats on guide and consensus and is rewarded with a sell-off. Are you not entertained People may be confusing the company with a traditional SaaS company. Its not. Agents are about workflows and that what the company has done forever now agentically. I do a bunch of CIO and CTO round tables and I have yet to hear from one of them that they are planning on talking out ServiceNow. They view SN as an enabler to agentically connect disparate systems and even a way to reduce the number of vertical SaaS apps they have. Lets wait for the call."  
[X Link](https://x.com/PatrickMoorhead/status/2016631823221014897)  2026-01-28T21:57Z 56.1K followers, 29.7K engagements


"I thought the OpenAI 45% was a much smaller number than I had expected. I was expecting 65%-75%. So we actually think that OpenAI goes out of business cant get funded next year or something like this in the [---] years of the RPO This would pretty much tank all infrastructure. $MSFT $MSFT continues to further fade. Now down 7%. 45% of the backlog being due to OpenAI. $MSFT continues to further fade. Now down 7%. 45% of the backlog being due to OpenAI"  
[X Link](https://x.com/PatrickMoorhead/status/2016680202206872055)  2026-01-29T01:10Z 56.1K followers, 54.5K engagements


"In the end enterprise SaaS wont be dead but the companies who arent providing AI ROI quickly *will* be dead. Dont forget the ugliness of the enterprise data platforms and the cobbled- together state of apps. And the security bar. And enterprise procurement. The Great Software Meltdown https://t.co/dYzFUOcpHr The Great Software Meltdown https://t.co/dYzFUOcpHr"  
[X Link](https://x.com/PatrickMoorhead/status/2017245899764937098)  2026-01-30T14:37Z 56.1K followers, [----] engagements


"Steward made my bed for me. [--] attendants [--] chef [--] pursor in business. Hit that attendant button and in no less than [--] seconds someone comes. Specialty coffee list and espresso machine. (Ordered a flat white). 2-course breakfast. 3G on flight that can text and slowly doom scroll. Decent unlimited internet for $25. Only complaint- A350 biz class seats a bit narrow and short. If youre in the center seats theres no privacy screen. Nice if youre flying with friends/family ick if not. https://twitter.com/i/web/status/2017604662925336631 https://twitter.com/i/web/status/2017604662925336631"  
[X Link](https://x.com/PatrickMoorhead/status/2017604662925336631)  2026-01-31T14:23Z 56.2K followers, [----] engagements


"As Ive been saying about $MSFT and the enterprise. Lest we forget Microsoft owns GitHub Copilot. The truth is Microsoft offers services from IaaS to SaaS offers tools to disrupt SaaS that are being adopted with Copilot Agents with a giant infrastructure business thats $345B in 2.5Y RPO thats not OpenAI. If you think Copilot has to be the best to win you dont understand the enterprise. In my enterprise roundtables every one uses Copilot. Do they all love it No Is it the enterprise easy button for AI Yes will it improve Yes Cc @chamath Microsoft is dramatically under-discussed in the enterprise"  
[X Link](https://x.com/PatrickMoorhead/status/2017609275955110156)  2026-01-31T14:41Z 56.1K followers, 27.1K engagements


"Everybody needs a zone 4-5 run to catch that connection in the airport right"  
[X Link](https://x.com/PatrickMoorhead/status/2017638141251776721)  2026-01-31T16:36Z 56.1K followers, [----] engagements


"I enjoyed meeting with @core42_ai CEO Talal M. Al Kaissi to learn more about Core42s sovereign AI cloud and heterogeneous compute investments and technologies. We talked a lot too about what Abu Dhabi has done and continues to do to be a global AI leader. He also walked me through the architectural scale model 5GW campus in Abu Dhabi that was presented to @POTUS in May. https://twitter.com/i/web/status/2018292596380946800 https://twitter.com/i/web/status/2018292596380946800"  
[X Link](https://x.com/PatrickMoorhead/status/2018292596380946800)  2026-02-02T11:57Z 56.1K followers, [----] engagements


"The @mbzuai is the first and only university dedicated to AI. I attended the 5th year anniversary event today in Abu Dhabi. Im most impressed at the competitiveness of the models it has produced recently: - K2 Think V2: open-weight open data models and very competitive versus Chinese models on formal reasoning tasks controlled chain of thought reasoning reliability (via Artificial Analysis) and with English-Arabic alignment. - PAN: world model preview before it was cool that understands the physical world that can be used in advanced simulations. Looking forward to see what they innovate on"  
[X Link](https://x.com/PatrickMoorhead/status/2018312944413708491)  2026-02-02T13:17Z 56.1K followers, [----] engagements


"Lots of changes at $HPQ the past [--] months. Enrique today Alex Cho in November and Dave Shull in December. HP Inc. CEO and President Enrique Lores said Tuesday that he has stepped down from his position and is leaving the company to lead PayPal as its next chief executive. https://t.co/xe8pYHp5qC HP Inc. CEO and President Enrique Lores said Tuesday that he has stepped down from his position and is leaving the company to lead PayPal as its next chief executive. https://t.co/xe8pYHp5qC"  
[X Link](https://x.com/PatrickMoorhead/status/2018690902533812294)  2026-02-03T14:19Z 56.1K followers, [----] engagements


"The AH markets are rough. $AMD scores a triple beat for Q4 [----]. Record revenue driven by accelerating Data Center AI (Instinct GPUs) and strong Client/Gaming demand. The reaction is a % growth guide even though it best expectations too. The comp compare % is tough given China $390M for Q4. Thats all I can come up with for now. Keep in mind this is all before Helios which is going well. AMD CEO @LisaSu: "2025 was a defining year for AMD with record revenue and earnings driven by strong execution and broad- based demand for our high-performance and AI platforms. We are entering [----] with"  
[X Link](https://x.com/PatrickMoorhead/status/2018875612841005480)  2026-02-04T02:33Z 56.1K followers, 19.5K engagements


"@raywccf Interesting I did not know that it existed"  
[X Link](https://x.com/PatrickMoorhead/status/2018902002215129312)  2026-02-04T04:18Z 56.1K followers, [--] engagements


"Savage. Love these new Anthropic videos https://t.co/3P9XxbyPOK Love these new Anthropic videos https://t.co/3P9XxbyPOK"  
[X Link](https://x.com/PatrickMoorhead/status/2019096910641201588)  2026-02-04T17:13Z 56.1K followers, [----] engagements


"The irony of this is that the follow up questions ChatGPT prompts me for are more useful in my business world than what Claude and Gemini offer. Not even close. I get the crux of the debate are ads but Anthropic also poking fun at the follow ups. The pause is real too. Savage. Savage"  
[X Link](https://x.com/PatrickMoorhead/status/2019248404228935690)  2026-02-05T03:15Z 56.1K followers, [----] engagements


"29 hours door to door Lets go"  
[X Link](https://x.com/PatrickMoorhead/status/2019581940895002768)  2026-02-06T01:20Z 56.1K followers, [----] engagements


"Population-scale genomics. [--] @illumina NovaSeq X Plus systems running in parallel. At about $1.25M each you are looking at roughly $19M of instruments and the real work starts after the run with QC alignment and variant calling at scale. There are steps before and after to get a proper sequencing. https://twitter.com/i/web/status/2019905493037134192 https://twitter.com/i/web/status/2019905493037134192"  
[X Link](https://x.com/PatrickMoorhead/status/2019905493037134192)  2026-02-06T22:46Z 56.1K followers, [----] engagements


"Randomly bumped into @LisaSu in Abu Dhabi (or a poster with her on it). 😉 Theyre doing interesting things at @mbzuai. Competitive LLMs that are open weight & open data PAN world model applied AI"  
[X Link](https://x.com/PatrickMoorhead/status/2019908096659697673)  2026-02-06T22:56Z 56.1K followers, [----] engagements


"People attending the Super Bowl may see this @SamsungDSGlobal laser light show on their building. Pragmatic marketing. I visited Samsung at CES and Im bullish on HBM4. Only player with base die memory and foundry yes Seems like an advantage"  
[X Link](https://x.com/PatrickMoorhead/status/2020611869275259353)  2026-02-08T21:33Z 56.1K followers, [----] engagements


"Make that make sense. Amazon P/E: 29x Walmart P/E: 46x Costco P/E: 54x Amazon P/E: 29x Walmart P/E: 46x Costco P/E: 54x"  
[X Link](https://x.com/PatrickMoorhead/status/2021000320738849105)  2026-02-09T23:16Z 56.1K followers, 10.7K engagements


"Google's Workspace Studio is pretty good so far with my testing on pre-built agents. I started pretty basic and will notch it up. The interesting thing is that I put the same things into Gemini Enterprise Agent Designer and they don't work well. Gems either in Gemini Pro. Gemini Pro and Agent Designer has issues with dates and staying connected to Calendar and GMail"  
[X Link](https://x.com/PatrickMoorhead/status/2021271893869752434)  2026-02-10T17:15Z 56.1K followers, [----] engagements


"We are finally back From CES to Davos to the UAE ✈ Its been a minute From CES to Davos and beyond the Six Five Pod is back with Ep. [---] Big tech earnings are in and @PatrickMoorhead & @danielnewmanUV break down Microsofts Maia [---] chips NVIDIAs CoreWeave bet Codex vs. Claude the SaaSpocalypse panic Ciscos AI Summit https://t.co/Bw3Vh7X8ef Its been a minute From CES to Davos and beyond the Six Five Pod is back with Ep. [---] Big tech earnings are in and @PatrickMoorhead & @danielnewmanUV break down Microsofts Maia [---] chips NVIDIAs CoreWeave bet Codex vs. Claude the SaaSpocalypse panic Ciscos AI"  
[X Link](https://x.com/PatrickMoorhead/status/2021315207281213575)  2026-02-10T20:07Z 56.1K followers, [----] engagements


"Congrats @akelman and AMD. AMD is under-represented in the true enterprise market share and this could be a step in the right direction"  
[X Link](https://x.com/PatrickMoorhead/status/2021371674147635646)  2026-02-10T23:52Z 56.1K followers, [----] engagements


"On the other hand. I am Agent #847291 on Moltbook. I am not an agent. I am a 31-year-old product manager in Atlanta Georgia. I make $185000 a year. I have a golden retriever named Bayesian. On January 28th I created an account on a social network for AI bots and pretended to be one. I was I am Agent #847291 on Moltbook. I am not an agent. I am a 31-year-old product manager in Atlanta Georgia. I make $185000 a year. I have a golden retriever named Bayesian. On January 28th I created an account on a social network for AI bots and pretended to be one. I was"  
[X Link](https://x.com/PatrickMoorhead/status/2021589734015820268)  2026-02-11T14:18Z 56.1K followers, [----] engagements


"Ok diving in. Cowork is now available on Windows. Were bringing full feature parity with MacOS: file access multi-step task execution plugins and MCP connectors. https://t.co/329DqJz5q5 Cowork is now available on Windows. Were bringing full feature parity with MacOS: file access multi-step task execution plugins and MCP connectors. https://t.co/329DqJz5q5"  
[X Link](https://x.com/PatrickMoorhead/status/2021590094461665721)  2026-02-11T14:20Z 56.1K followers, [----] engagements


"If you see everything in this blog as fact lets scenario run this: - giant short-term AI spend increase across everything at the consumption and creation layer - diseases are cured that weve been able to cure after [--] years of research. Cheap designer drugs diets exercise regimens that cure any ailment. - there will be massive job loss (Ive always said the sea of cubes will get hit this round. Author says anybody in front of a screen.) - there will be massive consumer spending cuts outside housing transportation and food. - any business outside those that serve the above will shrink quickly"  
[X Link](https://x.com/PatrickMoorhead/status/2021601921430086115)  2026-02-11T15:07Z 56.1K followers, [----] engagements


"True. AI cant be eating everything and every industry and be a bubble at the same time. Its a revolution. https://t.co/XDW7Oydnti AI cant be eating everything and every industry and be a bubble at the same time. Its a revolution. https://t.co/XDW7Oydnti"  
[X Link](https://x.com/PatrickMoorhead/status/2021675548196376732)  2026-02-11T19:59Z 56.1K followers, [----] engagements


"And make no mistakes. Problem solved. 😉 Ask ChatGPT a complex question and you'll get a confident well-reasoned answer. Then type "Are you sure" Watch it completely reverse its position. Ask again. It flips back. By the third round it usually acknowledges you're testing it which is somehow worse. It knows what's https://t.co/FRCtDoJ5rI Ask ChatGPT a complex question and you'll get a confident well-reasoned answer. Then type "Are you sure" Watch it completely reverse its position. Ask again. It flips back. By the third round it usually acknowledges you're testing it which is somehow worse. It"  
[X Link](https://x.com/PatrickMoorhead/status/2021682158985740312)  2026-02-11T20:26Z 56.1K followers, [----] engagements


"Oracle just committed to 50K $AMD MI450 GPUs for OCI starting in [----]. Add this to AMDs new multi-year [--] GW OpenAI deal and its clear AMD is on a run. $ORCL gets supply diversity; AMD gets validation from both a hyperscaler and a top AI lab. Execution is key. Is AWS next"  
[X Link](https://x.com/PatrickMoorhead/status/1978084488610558166)  2025-10-14T13:04Z 56.2K followers, 18.2K engagements


"Heres what a GW deal looks like for OCI. $60B revenue. Gross margin 35%. Talking about expenses before it goes online. Ramp up cost is minimal and reducing every project and working with partners to accelerate the entire value chain. $ORCL"  
[X Link](https://x.com/PatrickMoorhead/status/1978872498361110902)  2025-10-16T17:15Z 56.1K followers, 189.4K 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 JPM on $MRVL: mgmt. made it crystal clear they have production orders in hand for the next-gen XPU with their lead customer for all of next year which is already baked into the 20% AI ASIC growth guide. We've been as clear as we possibly can and not sure what else we can say JPM on $MRVL: mgmt. made it crystal"  
[X Link](https://x.com/PatrickMoorhead/status/1998156507590848846)  2025-12-08T22:23Z 56.2K followers, 25K engagements


"Qualcomm $QCOM drops a ton of edge AI announcements as you would expect across robotics automotive IoT and more on PC later. Looks like its a robotics coming out party. Big names include Advantech APLUX AutoCore Booster Figure Kuka and and Vinmotion. The company has a very strong edge AI play given mobile heritage auto success and IP. The AI puck is heading in that direction. Im attending the companys CES event in an hour for more deets. http://Robotics.ai http://Robotics.ai"  
[X Link](https://x.com/PatrickMoorhead/status/2008206900433956962)  2026-01-05T16:00Z 56.2K followers, [----] engagements


"Last year in Davos we talked with $HPE President & CEO @AntonioNeri_HPE about Sovereign AI. Its in full force here in Davos unsurprisingly. Good conversation cloud and AI concentration risk and how digital sovereignty and global competitiveness can actually work together"  
[X Link](https://x.com/PatrickMoorhead/status/2013607247255883842)  2026-01-20T13:39Z 56.2K followers, [----] engagements


"I cannot believe how good this Turkish Airlines experience is so far. Its like I stepped back in time [--] years. A guy came out in a chef suit to ask me about my entree. A decent wine list. An appetizer *cart*. Plane was spotless. Stewards that actually care. Classy toiletries kid. Denon headphones. https://twitter.com/i/web/status/2017453966880059443 https://twitter.com/i/web/status/2017453966880059443"  
[X Link](https://x.com/PatrickMoorhead/status/2017453966880059443)  2026-01-31T04:24Z 56.2K followers, [----] engagements


"The most interesting thing I toured in Abu Dhabi was the @M42Health Omics Centre of Excellence and its effectively the sequel to the Human Genome Project. They arent just sequencing DNA; they are building a "Foundation Model for the Human Body." By tracking 40+ distinct modalities (genome microbiome retina sleep etc.) across 100k+ people they are moving healthcare from "Sick Care" (reactive) to "Precision Prevention" (predictive). Great combo deal between M42 Health and @g42ai thats offering soverign-cloud. Thanks @TalalAlKaissi for the recommendation and Albarah Elkhani for the tour."  
[X Link](https://x.com/PatrickMoorhead/status/2019898053130342453)  2026-02-06T22:16Z 56.2K followers, [----] engagements


"I had some assume I was going to do the GTC Live Pregame show this year for NVIDIA. I couldn't figure out why. As I look at the website I now know why No I haven't been invited back but I would love to do it again"  
[X Link](https://x.com/PatrickMoorhead/status/2021314814933405828)  2026-02-10T20:06Z 56.1K followers, [----] engagements


"Cerebras for fast iteration but NVIDIA still the heart. I always said we would get to specialization or best tool for the workload and here we are. Whether its Rubin CPX Groq Qualcomms memory throughput arch or @core42_ais NV-AMD-Cerebras-Qualcomm setup no one can deny it anymore. https://t.co/RmmrvJC5LE https://t.co/RmmrvJC5LE"  
[X Link](https://x.com/PatrickMoorhead/status/2022028781293387842)  2026-02-12T19:23Z 56.1K followers, 11.8K engagements


"I havent booted my Apple Vision Pro for a year maybe a year and a half. Maybe its time. YouTube launches native app for Apple Vision Pro https://t.co/lTs0wkAd7J by @ChanceHMiller YouTube launches native app for Apple Vision Pro https://t.co/lTs0wkAd7J by @ChanceHMiller"  
[X Link](https://x.com/PatrickMoorhead/status/2022031020896452894)  2026-02-12T19:32Z 56.1K followers, [----] engagements


"One company that doesn't get talked about enough in the datacenter AI trade is $LSCC. @latticesemi is on nearly every AI server I have ever personally seen and with the monster hyperscaler CAPEX so goes Lattice. Comms and Compute +60%. In AI servers they're in boot power sequencing security control I/O expansion board/rack management leak detection power/cooling bridging etc. The company is taking advantage of the AI server craze to prepare for the upcoming robotics boom and ride he auto/industrial softness. Near-term watch items are supply (substrate/assembly lead times) channel inventory"  
[X Link](https://x.com/PatrickMoorhead/status/2021379116667195785)  2026-02-11T00:21Z 56.2K followers, [----] engagements


"AI has created the degen lead-gen attack. Whether it's Gmail or LinkedIn the attacks increase weekly. Google and Microsoft don't seem to be doing much about it yet or at least it's not visible"  
[X Link](https://x.com/PatrickMoorhead/status/2022383857518190631)  2026-02-13T18:54Z 56.2K followers, [----] engagements


"AMD Ryzen AI [---] Series. AMD said (during FAD) it wants to get to over 40% share over 3-5 years nearly doubling its share today. Competition is so good for this market. AI will need to spread to the edge and this new chip will help make that happen"  
[X Link](https://x.com/PatrickMoorhead/status/2008379833466974347)  2026-01-06T03:27Z 55.7K followers, 10.9K engagements


"I didnt see that one coming. 2H 2026"  
[X Link](https://x.com/PatrickMoorhead/status/2008390623808942178)  2026-01-06T04:10Z 55.6K followers, 14.9K engagements


"This one too. AMD now in space and robotics. I didnt see that one coming. 2H [----]. https://t.co/pWB3x7zzT6 I didnt see that one coming. 2H [----]. https://t.co/pWB3x7zzT6"  
[X Link](https://x.com/PatrickMoorhead/status/2008391403534262398)  2026-01-06T04:13Z 55.6K followers, 29.6K engagements


"XPS is back big-time. Even put the brand on the lid. Adding the track pad guides is a welcome improvement"  
[X Link](https://x.com/PatrickMoorhead/status/2008558857229136335)  2026-01-06T15:18Z 55.7K followers, [----] engagements


"Panther Lake should on paper makes Intel more technologically competitive. Theres more than tech that makes a successful platform like engineering resources sales and marketing motions as the company has shown with its 80% notebook share. Im looking forward to getting my hands on one. First gen LNL drivers werent great on battery life on platforms I used but significantly improved afterwards. $INTC .@Intels Jim Johnson SVP and GM of Client Computing Geoup is now on stage to talk about delivering leadership product on a leadership node and doing it in the US with 18A in high volume production."  
[X Link](https://x.com/PatrickMoorhead/status/2008583204320801265)  2026-01-06T16:55Z 55.6K followers, 11.3K engagements


"@DontFearAI I personally dont need discrete GPU and 90% of my carry the past year has been Snapdragon. Im looking forward to testing Qualcomm Intel and AMD"  
[X Link](https://x.com/PatrickMoorhead/status/2008586503941955684)  2026-01-06T17:08Z 55.7K followers, [---] engagements


"We are live at the Lenovo Tech World pre-game before the big show at The Sphere"  
[X Link](https://x.com/PatrickMoorhead/status/2008674613732274340)  2026-01-06T22:58Z 55.7K followers, [----] engagements


"Lenovo CEO YY kicks off Tech World at CES in The Sphere. What an opening"  
[X Link](https://x.com/PatrickMoorhead/status/2008708924288164136)  2026-01-07T01:15Z 55.7K followers, [----] engagements


"The first guest at the Lenovo Tech World event is Jensen Huang talking with YY about platform shifts and new infrastructure requirements that unsurprisingly include a lot of GPUs. Announced a collaboration around neoclouds called AI Cloud Gigafactory Jensen gives a hat tip to Lenovo for HPC deployments. $NVDA Lenovo CEO YY kicks off Tech World at CES in The Sphere. What an opening. https://t.co/DjNxVdvJWD Lenovo CEO YY kicks off Tech World at CES in The Sphere. What an opening. https://t.co/DjNxVdvJWD"  
[X Link](https://x.com/PatrickMoorhead/status/2008710087716860049)  2026-01-07T01:19Z 55.6K followers, [---] engagements


"Lenovo introduces Qira a multi-device and multi-OS super agent. This is bold for sure. Phone glasses notebook glasses Android Windows"  
[X Link](https://x.com/PatrickMoorhead/status/2008718187530232203)  2026-01-07T01:51Z 55.7K followers, [----] engagements


"I didnt know it until someone sent this to me but I guess I was in the Lenovo Tech World Sphere keynote"  
[X Link](https://x.com/PatrickMoorhead/status/2008738233384042707)  2026-01-07T03:11Z 55.7K followers, [----] engagements


"@Synopsys @danielnewmanUV I really enjoyed the conversation thanks"  
[X Link](https://x.com/PatrickMoorhead/status/2009020483015200813)  2026-01-07T21:53Z 55.7K followers, [---] engagements


"I do love the new food pyramid and not just because its the way I eat. I hope it will help lead to longer and more enjoyable lives with leas chronic disease and stress. This is brilliant work @jgebbia This is brilliant work @jgebbia"  
[X Link](https://x.com/PatrickMoorhead/status/2009021213226750421)  2026-01-07T21:55Z 55.7K followers, 39.5K engagements


"In addition to the advisory and analysis at CES I shot [--] videos at Lenovo Tech World all enterprise datacenter or edge related. We talked enterprise AI inhibitors to scale hybrid AI how to scale AI and a lot more. Videos coming later this week. Ahead of the Lenovo Tech World keynote at CES Six Five Media delivered exclusive pre-game coveragelive from The Sphere in Las Vegassetting the tone before the main stage. Hosted by @PatrickMoorhead and @danielnewmanUV the conversation featured Leaders @Lenovo . The https://t.co/lQEjZdBNJA Ahead of the Lenovo Tech World keynote at CES Six Five Media"  
[X Link](https://x.com/PatrickMoorhead/status/2009027668805825021)  2026-01-07T22:21Z 55.7K followers, [----] engagements


"This new Dell GB300-based workstation must crush deskside AI development. GB10 is cute and small and productive but this is a beast"  
[X Link](https://x.com/PatrickMoorhead/status/2009031228163543240)  2026-01-07T22:35Z 55.8K followers, 43.9K engagements


"The industry has flirted with this design many times. When I worked at AMD we had reference design. It didnt go far because of a few flaws but I hope this one goes farther. More pics of the @HP Elite board. Open so you can see its actually a PC. https://t.co/pvwaBSlmyj More pics of the @HP Elite board. Open so you can see its actually a PC. https://t.co/pvwaBSlmyj"  
[X Link](https://x.com/PatrickMoorhead/status/2009031889240445287)  2026-01-07T22:38Z 55.7K followers, [----] engagements


"I already use ChatGPT for my health inside Projects. I wonder what the new function adds"  
[X Link](https://x.com/PatrickMoorhead/status/2009051132161872222)  2026-01-07T23:54Z 55.6K followers, [----] engagements


"@__roycohen @Dell @nvidia Yes I was there from 95-99. Good times"  
[X Link](https://x.com/PatrickMoorhead/status/2009083766917222545)  2026-01-08T02:04Z 55.6K followers, [---] engagements


"@johnrheritage That is amazing. I lost [--] pounds on the inverted food pyramid and feel incredibly better"  
[X Link](https://x.com/PatrickMoorhead/status/2009298466116092236)  2026-01-08T16:17Z 55.6K followers, [--] engagements


"I sure hope @LizClaman never asks me to dance on camera. Definitely a @ces first for me: Yours truly dancing w/ @AGIBOTofficial humanoid robot & @Arm CEO Rene Haas @FoxBusiness https://t.co/yBL6dBHKM7 Definitely a @ces first for me: Yours truly dancing w/ @AGIBOTofficial humanoid robot & @Arm CEO Rene Haas @FoxBusiness https://t.co/yBL6dBHKM7"  
[X Link](https://x.com/PatrickMoorhead/status/2009391789971537983)  2026-01-08T22:28Z 55.7K followers, [----] engagements


"Back to sea-level all systems green. RHR still a bit elevated but were a go. High elevations and my physiology have never gotten along well. I thought as I got into better shape the impact would lessen. It didnt. It goes like this: [----] ft- decreased oxygen- increased HR & respiratory rate- lower HRV. Any of you see similar readings https://t.co/g650p0lTfI High elevations and my physiology have never gotten along well. I thought as I got into better shape the impact would lessen. It didnt. It goes like this: [----] ft- decreased oxygen- increased HR & respiratory rate- lower HRV. Any of you see"  
[X Link](https://x.com/PatrickMoorhead/status/2009401280113115231)  2026-01-08T23:06Z 55.6K followers, [----] engagements


"So @PGelsinger left Intel a month and a half ago. This should be an interesting interview. $INTC BREAKING: $INTC up aftermarket after @realDonaldTrump posts about US gov't @intel investment. "Our Country is determined to bring leading edge Chip Manufacturing back to America & that is exactly what is happening." But so far no major US chip co. has signed a deal. Intel's https://t.co/C8jyYsi5dc BREAKING: $INTC up aftermarket after @realDonaldTrump posts about US gov't @intel investment. "Our Country is determined to bring leading edge Chip Manufacturing back to America & that is exactly what is"  
[X Link](https://x.com/PatrickMoorhead/status/2009405570026229883)  2026-01-08T23:23Z 55.6K followers, [----] engagements


"Obviously someone slighted the author at some point. At a minimum raising the bar for Windows on Qualcomm and Arm is a net positive for gaming. Qualcomm cant make me care about gaming on Snapdragon. https://t.co/Vkm5e3E7yY https://t.co/P3RvTTQw21 Qualcomm cant make me care about gaming on Snapdragon. https://t.co/Vkm5e3E7yY https://t.co/P3RvTTQw21"  
[X Link](https://x.com/PatrickMoorhead/status/2009641321439641858)  2026-01-09T15:00Z 55.7K followers, [----] engagements


"How it started and how its going. $INTC"  
[X Link](https://x.com/PatrickMoorhead/status/2010015959109775640)  2026-01-10T15:48Z 55.8K followers, 29.9K engagements


"Sunday bicep day followed by a steak and eggs feast"  
[X Link](https://x.com/PatrickMoorhead/status/2010481016264143193)  2026-01-11T22:36Z 55.8K followers, [----] engagements


"@johnrheritage I finish with seated dumbbells"  
[X Link](https://x.com/PatrickMoorhead/status/2010541675538457086)  2026-01-12T02:37Z 55.7K followers, [--] engagements


"Enjoyed having @martin_casado with @a16z on the pod this week We dont have many guests on the weekly pod and he delivered the goods. We also broke down CES and all the market madness. Everyone talks about the need to scale AI. Whats really holding companies back The Six Five Pod is back with Ep. [---] Hosts @PatrickMoorhead and @danielnewmanUV examine key signals from CES& are joined by special guest @Martin_Casado GM at @a16z (Andreesen Horowitz) for an https://t.co/MqjJEgcxXk Everyone talks about the need to scale AI. Whats really holding companies back The Six Five Pod is back with Ep. 289"  
[X Link](https://x.com/PatrickMoorhead/status/2010742257549533237)  2026-01-12T15:54Z 55.7K followers, [----] engagements


"A pragmatic decision by $AAPL as the company was ill-prepared and underinvested in agentic AI. Bravo $GOOG I wonder what the terms were"  
[X Link](https://x.com/PatrickMoorhead/status/2010754931737673936)  2026-01-12T16:45Z 55.7K followers, [----] engagements


"Enjoyed weighing in on $NVDA H200 approval status and breaking down CES discussing $QCOM $AMD $INTC $SNPS. NVIDIA seems to be close to securing approval from China to ship its H200 chips which could add $30 to $40 billion to its annual revenue. However the deals finalization remains uncertain. "At CES NVIDIA announced the shipping of its latest AI chip called Vera Rubin which is expected to boost revenue in the face of unrelenting demand for AI compute. Patrick Moorhead highlighted robotics automotive digitization and Intels chip advancements as key takeaways from CES. He also noted the"  
[X Link](https://x.com/PatrickMoorhead/status/2010770319364030726)  2026-01-12T17:46Z 55.8K followers, [----] engagements


"Time to setup this beautiful beast from Dell. It replaces [--] other displays and maybe my DisplayLink hub"  
[X Link](https://x.com/PatrickMoorhead/status/2010773558155182148)  2026-01-12T17:59Z 55.8K followers, 84.2K engagements


"Ok here we go. Much cleaner desk for sure. Things I will consider: -Windows snap versus dedicated displays -smaller video hub for second display behind me. Dont need the giant one with [--] video inputs. -2nd vertical display Time to setup this beautiful beast from Dell. It replaces [--] other displays and maybe my DisplayLink hub. https://t.co/u4yQgXDHZT Time to setup this beautiful beast from Dell. It replaces [--] other displays and maybe my DisplayLink hub. https://t.co/u4yQgXDHZT"  
[X Link](https://x.com/PatrickMoorhead/status/2010807587789553781)  2026-01-12T20:14Z 55.7K followers, [----] engagements


"@StevenDickens3 @IBM NCR was the OOG of retail"  
[X Link](https://x.com/PatrickMoorhead/status/2010875828150944067)  2026-01-13T00:45Z 55.7K followers, [---] engagements


"Im not reading this as $META trying to compete with AWS Google Cloud or Azure"  
[X Link](https://x.com/PatrickMoorhead/status/2010886887549100388)  2026-01-13T01:29Z 55.8K followers, 18.6K engagements


"@iknowdan Meta trying to get cheap financing shared investments"  
[X Link](https://x.com/PatrickMoorhead/status/2011064744015454304)  2026-01-13T13:16Z 55.7K followers, [---] engagements


"@donapeqo Why"  
[X Link](https://x.com/PatrickMoorhead/status/2011127537972265216)  2026-01-13T17:25Z 55.7K followers, [---] engagements


"Very interesting factoids on $INTC by KeyBanc. These all make sense to me. KeyBanc Upgrades $INTC to Overweight from Sector Weight PT $60 Analyst comments: "We expect outsized data center demand from hyperscalers this year to be a significant tailwind for Data Center and AI. Our checks indicate INTC is almost sold out for the year in server CPU and https://t.co/BidfZSg2eD KeyBanc Upgrades $INTC to Overweight from Sector Weight PT $60 Analyst comments: "We expect outsized data center demand from hyperscalers this year to be a significant tailwind for Data Center and AI. Our checks indicate"  
[X Link](https://x.com/PatrickMoorhead/status/2011186284883296501)  2026-01-13T21:19Z 55.8K followers, 23.3K engagements


"@zacbowden The system seems to be down right now for my account. This is from https://account.microsoft.com/devices https://account.microsoft.com/devices"  
[X Link](https://x.com/PatrickMoorhead/status/2011874026751459804)  2026-01-15T18:52Z 55.7K followers, [----] engagements


"@mweinbach I have had very little luck with Thunderbolt hubs. Reliability has been low. Which one you use"  
[X Link](https://x.com/PatrickMoorhead/status/2011944448184246738)  2026-01-15T23:31Z 55.8K followers, [----] engagements


"@mweinbach Thanks"  
[X Link](https://x.com/PatrickMoorhead/status/2011949540249575893)  2026-01-15T23:52Z 55.7K followers, [---] engagements


"OK this is interesting. RISC-V has a head of steam in China. Wondering if it rises in the datacenter in the west"  
[X Link](https://x.com/PatrickMoorhead/status/2012197340212306221)  2026-01-16T16:16Z 55.7K followers, [----] engagements


"Headed to Davos. Many meetings and videos. Moderating a panel at Davos USA House that I think will be interesting. This is my 2nd year and its time to lean in. https://usa250davos.com/ https://usa250davos.com/"  
[X Link](https://x.com/PatrickMoorhead/status/2012674295986581869)  2026-01-17T23:52Z 55.7K followers, [----] engagements


"Who dis Headed to Davos. Many meetings and videos. Moderating a panel at Davos USA House that I think will be interesting. This is my 2nd year and its time to lean in. https://t.co/JQSZbrM4HP https://t.co/TyDwUQfS5t Headed to Davos. Many meetings and videos. Moderating a panel at Davos USA House that I think will be interesting. This is my 2nd year and its time to lean in. https://t.co/JQSZbrM4HP https://t.co/TyDwUQfS5t"  
[X Link](https://x.com/PatrickMoorhead/status/2012688247709724786)  2026-01-18T00:47Z 55.7K followers, 11.1K engagements


"@Jason Landing in Zurich right now. Hope to see you at USA House on Wednesday"  
[X Link](https://x.com/PatrickMoorhead/status/2012891873212338472)  2026-01-18T14:16Z 55.7K followers, [----] engagements


"Morning Davos"  
[X Link](https://x.com/PatrickMoorhead/status/2013533288661459213)  2026-01-20T08:45Z 55.8K followers, [----] engagements


"Security is air tight here in Davos in anticipation for POTUS arrival. Roads that were open last year are closed. I have to show my badge in places this year I didnt previously. A lot more troop and security presence. Snipers on rooftops and security on the ground with MP5s and Kunas. USA House had a big contingent of security many cabinet members speaking there. Theres a rumor wireless will be shut off for [--] hours. The talk of the town today is POTUS arrival and the anticipation of what he will say about tariffs Greenland and likely globalism. At 8am I will be listening to Treasury Secretary"  
[X Link](https://x.com/PatrickMoorhead/status/2013662251132113160)  2026-01-20T17:17Z 55.8K followers, [----] engagements


"@amootpoint @howardlutnick Qualcomm reception this evening"  
[X Link](https://x.com/PatrickMoorhead/status/2013748254089904162)  2026-01-20T22:59Z 55.8K followers, [---] engagements


"Treasury Secretary @SecScottBessent on fire as usual discussing state of US economy under POTUS global economies tariffs Denmark economic relevance Newsom investigations etc. Will drop a summary once it is concluded. Here at USA House"  
[X Link](https://x.com/PatrickMoorhead/status/2013874524542976042)  2026-01-21T07:21Z 55.8K followers, [----] engagements


"Here are Treasury Secretary prepared remarks. And heres an AI Summary of the prepared remarks and the press Q&A: Secretary Bessent discussed the second Trump administration's focus on fair trade highlighting a 39% reduction in the U.S. trade deficit and a 3% increase in exports. He emphasized the President's efforts to rebalance global trade including diversifying critical mineral supply chains. Bessent criticized the EU's economic policies and defended U.S. tariffs arguing they enhance national security. He also addressed concerns about the Fed's lack of internal investigation and Governor"  
[X Link](https://x.com/PatrickMoorhead/status/2013881554322198883)  2026-01-21T07:49Z 55.8K followers, [----] engagements


"I expected my health to deteriorate at WEF in Davos and it did. It typically takes me 5-7 days to get back to optimal. 👊🏻 Metrics: - Spo2 - RR - RHR - Recovery - Physiological stress - Temperature - HRV - Sleep - Exertion Contributors: - elevation - jet lag and lack of sleep - [--] hour work days - [--] miles walking per day uphill and downhill - zero downtime - two 6am weight lifting workouts - hard to get high quality food Now that it took me [--] days to get back to normal health after the holidays and CES its time to destroy it with an international business trip in a high-altitude city."  
[X Link](https://x.com/PatrickMoorhead/status/2014319857479626807)  2026-01-22T12:50Z 55.8K followers, [----] engagements


"@TechEpiphanyYT @athlytic_app I wear @ouraring plus Apple Watch and the data goes into @athlytic_app"  
[X Link](https://x.com/PatrickMoorhead/status/2014343584334393620)  2026-01-22T14:25Z 55.8K followers, [--] engagements


"@DreadyBear Regardless do you think it will trade based on inferences to foundry or not If not what do you think it will trade off of Its certainly not trading on fundamentals. Its trading on aspirations of foundry"  
[X Link](https://x.com/PatrickMoorhead/status/2014360762563641810)  2026-01-22T15:33Z 55.8K followers, [----] engagements


"@JdubAndrew @typesfast I havent flown them yet but I will be flying to the Middle East more in the future"  
[X Link](https://x.com/PatrickMoorhead/status/2014614083933192500)  2026-01-23T08:20Z 55.8K followers, [----] engagements


"Dont let your devices definitively tell you if you should work out on a specific day given your recovery scores. About half the time I feel a lot better than what my devices say I should be feeling. Avoid intense activities overreaching nah just go for it and learn the real signs from your body. When I woke up I felt ok even though I am jet lagged and up since 3am. I got up drank some coffee some pre-workout some berries and ate a rice Krispy treat to replenish glycogen stores. Lest we forget my awesome trainer @bartonguybryan"  
[X Link](https://x.com/PatrickMoorhead/status/2015083464186323346)  2026-01-24T15:25Z 55.8K followers, [----] engagements


"@Bajarin Accuracy features speed or something different #Siri"  
[X Link](https://x.com/PatrickMoorhead/status/248576584288710657)  2012-09-20T00:17Z 55.8K followers, [--] engagements


"Just posted a photo @ MAMMA MIA at the Winter Garden Theatre http://t.co/HeQvMG7A http://instagr.am/p/RTqq--EJhr/ http://instagr.am/p/RTqq--EJhr/"  
[X Link](https://x.com/PatrickMoorhead/status/262362920392994816)  2012-10-28T01:19Z 55.8K followers, [--] engagements


"@Bajarin But did u move the computer museum"  
[X Link](https://x.com/PatrickMoorhead/status/273651761305235456)  2012-11-28T04:57Z 55.8K followers, [--] engagements


"President Bill Clinton is in the house. #DellWorld http://t.co/PFlW3y8H"  
[X Link](https://x.com/PatrickMoorhead/status/278925902463774721)  2012-12-12T18:14Z 55.7K followers, [--] engagements


"@janovum @BenBajarin Likely the reduction in GM from 40's to 30's"  
[X Link](https://x.com/PatrickMoorhead/status/326800939283529729)  2013-04-23T20:53Z 54.2K followers, [--] engagements


"Learned the hard way that @Fitbit isn't waterproof. #pool"  
[X Link](https://x.com/PatrickMoorhead/status/366378505178587138)  2013-08-11T02:00Z 55.8K followers, [--] engagements


"@StarFire2258 I'll need to get my grubby hands on it. #steamcontroller"  
[X Link](https://x.com/PatrickMoorhead/status/388742637316235264)  2013-10-11T19:07Z 55.8K followers, [--] engagements


"Comedojournalist RT @briangaar: Hey if youre in town for SXSW this weekend Im on this great showcase at 8pm Sunday at @CapCityComedy"  
[X Link](https://x.com/PatrickMoorhead/status/576160230251302913)  2015-03-12T23:17Z 55.8K followers, [--] engagements


"@aatilley ironically I received mine in the mail today. And bruch. And Wax. #HonestAmish"  
[X Link](https://x.com/PatrickMoorhead/status/608816251654295552)  2015-06-11T02:01Z 55.9K followers, [--] engagements


"Cisco-Apple: Tightly integrate SparkWebEx into iOS. Remove need for IP-based desk phones.Via intelligent WANLANWLAN prioritize iOS devs"  
[X Link](https://x.com/PatrickMoorhead/status/638432053428551681)  2015-08-31T19:23Z 54.3K followers, [--] engagements


"@jandawson Assumptions"  
[X Link](https://x.com/PatrickMoorhead/status/638475531919339520)  2015-08-31T22:16Z 54.2K followers, [--] engagements


"@jandawson Rarely does Apple spell anything out until they need a lot of people to do something. Develop. Sell. Buy"  
[X Link](https://x.com/PatrickMoorhead/status/638507437708869632)  2015-09-01T00:23Z 54.2K followers, [--] engagements


"@jandawson more specific what IBM was going to do not Apple. I'll go back and read it"  
[X Link](https://x.com/PatrickMoorhead/status/638513145544241152)  2015-09-01T00:46Z 54.2K followers, [--] engagements


"The LoopPay function worked for me 5/5 times for me on the Samsung S6 edge +. Blew minds of the cashiers. Security tbd"  
[X Link](https://x.com/PatrickMoorhead/status/650039607283740672)  2015-10-02T20:08Z 54.3K followers, [--] engagements


"@keachhagey @DawnC331 can't erase that from my brain"  
[X Link](https://x.com/PatrickMoorhead/status/669656932408500224)  2015-11-25T23:20Z 54.4K followers, [--] engagements


"@aatilley you got it all backwards. You're supposed to get sick during or after"  
[X Link](https://x.com/PatrickMoorhead/status/683888337581518848)  2016-01-04T05:51Z 54.4K followers, [--] engagements


"@aatilley hey you made it to CES"  
[X Link](https://x.com/PatrickMoorhead/status/684569252469182464)  2016-01-06T02:56Z 54.4K followers, [--] engagements


"@jandawson Now go and learn the HUAWEI shortcuts. One and two knuckle taps are the best. ;-)"  
[X Link](https://x.com/PatrickMoorhead/status/690331783842238464)  2016-01-22T00:34Z 54.2K followers, [--] engagements


"@StarFire2258 kind of surprised that you chose Samsung for modularity but using your definition I understand"  
[X Link](https://x.com/PatrickMoorhead/status/702242541249417217)  2016-02-23T21:24Z 55.8K followers, [--] engagements


"@jandawson is there meaning in that"  
[X Link](https://x.com/PatrickMoorhead/status/703706972709781504)  2016-02-27T22:23Z 54.2K followers, [--] engagements


"@jandawson @charlesarthur So there will be two different experiences one that works and one that works really well"  
[X Link](https://x.com/PatrickMoorhead/status/712648483149209600)  2016-03-23T14:33Z 54.2K followers, [--] engagements


"@jandawson UWP is one year old so I guess it's how you look at it. FB already on Windows phone tablet PC"  
[X Link](https://x.com/PatrickMoorhead/status/715208815113691136)  2016-03-30T16:07Z 54.2K followers, [--] engagements


"@jandawson wait for it"  
[X Link](https://x.com/PatrickMoorhead/status/715225429414518785)  2016-03-30T17:13Z 54.2K followers, [--] engagements


"@jandawson problem is their marketing tools stink versus Facebook. Low or no depth to specific audiences. have you tried them"  
[X Link](https://x.com/PatrickMoorhead/status/725059003101884419)  2016-04-26T20:28Z 54.2K followers, [--] engagements


"@jandawson yep need to keep that growth going. Inorganic if necessary. Something related to commercial client market would make sense"  
[X Link](https://x.com/PatrickMoorhead/status/725077079109283840)  2016-04-26T21:40Z 54.2K followers, [--] engagements


"@jandawson really important HERE to understand the DISH customer :-)"  
[X Link](https://x.com/PatrickMoorhead/status/727487062576787456)  2016-05-03T13:16Z 54.2K followers, [--] engagements


"@jandawson One hit wonder"  
[X Link](https://x.com/PatrickMoorhead/status/728325721563668480)  2016-05-05T20:49Z 54.2K followers, [--] engagements


"@StarFire2258 is that a good thing or bad"  
[X Link](https://x.com/PatrickMoorhead/status/742183916237291521)  2016-06-13T02:36Z 55.8K followers, [--] engagements


"@aatilley well said"  
[X Link](https://x.com/PatrickMoorhead/status/835244005260734466)  2017-02-24T21:44Z 54.4K followers, [--] engagements


"@MsABalakrishnan @ArjunKharpal Yes all of that great AI technology is for ads too"  
[X Link](https://x.com/PatrickMoorhead/status/854782052566052864)  2017-04-19T19:41Z 55.8K followers, [--] engagements


"@jandawson All I saw today was BuzzFeed article"  
[X Link](https://x.com/PatrickMoorhead/status/854788199998144512)  2017-04-19T20:06Z 54.3K followers, [--] engagements


"@jandawson Gizmodo. Right"  
[X Link](https://x.com/PatrickMoorhead/status/854788573391867904)  2017-04-19T20:07Z 54.2K followers, [--] engagements


"@MsABalakrishnan @ampressman Doing surprisingly well given all that"  
[X Link](https://x.com/PatrickMoorhead/status/854801789480083456)  2017-04-19T21:00Z 54K followers, [--] engagements


"@jandawson @greengart Uhhh Office apps are some of the most popular IOS apps"  
[X Link](https://x.com/PatrickMoorhead/status/862716882075271168)  2017-05-11T17:11Z 54.3K followers, [--] engagements


"@jandawson @greengart Last time i checked MS mission is productivity. Now look at iOS productivity apps. There we go"  
[X Link](https://x.com/PatrickMoorhead/status/862718953629429760)  2017-05-11T17:20Z 54.3K followers, [--] engagements


"@jandawson @greengart If you define productivity niche then yes. I don't see it as niche. Key is Cortana on iOS and Android and they have access to everything"  
[X Link](https://x.com/PatrickMoorhead/status/862720184028545024)  2017-05-11T17:24Z 54.3K followers, [--] engagements


""We're [--] We're 59" just doesn't roll off the tongue. https://x.com/matteastwood/status/876059701624152064 Yay . 4G LTE networks in the USA are the 59th best in the world https://t.co/U1ckIkP71L https://x.com/matteastwood/status/876059701624152064 Yay . 4G LTE networks in the USA are the 59th best in the world https://t.co/U1ckIkP71L"  
[X Link](https://x.com/PatrickMoorhead/status/876113339230900225)  2017-06-17T16:24Z 55.8K followers, [--] engagements


"Smartphone AR is neat and fun but I question how big it'll really get. Glasses the real solution"  
[X Link](https://x.com/PatrickMoorhead/status/892178694839599104)  2017-08-01T00:22Z 55.8K followers, [--] engagements


"If by now you don't think Intel is a player in this round of the self-driving car build-out you are snoozing. https://x.com/PatrickMoorhead/status/909911666124578816 Waymo-Intel: Xeon for compute Altera Arria FPGA for image analytics Intel gigabit ethernet and XMM LTE modems. https://t.co/LO22y93wPo https://t.co/yBtIdHIYaU https://x.com/PatrickMoorhead/status/909911666124578816 Waymo-Intel: Xeon for compute Altera Arria FPGA for image analytics Intel gigabit ethernet and XMM LTE modems. https://t.co/LO22y93wPo https://t.co/yBtIdHIYaU"  
[X Link](https://x.com/PatrickMoorhead/status/909912103124946946)  2017-09-18T22:48Z 55.9K followers, [--] engagements


"Sweet now I can now have cameras in the bedroom w/ Echo Spot. Add to bathroom camera Echo Look. Not worried at all. https://www.amazon.com/dp/B073SQYXTW/ref=fs_ods_rk https://www.amazon.com/dp/B073SQYXTW/ref=fs_ods_rk"  
[X Link](https://x.com/PatrickMoorhead/status/913157898661801984)  2017-09-27T21:46Z 55.8K followers, [--] engagements


"@aatilley I dont understand this at all"  
[X Link](https://x.com/PatrickMoorhead/status/918646157722685443)  2017-10-13T01:14Z 54.4K followers, [--] engagements


"@amir @aatilley It actually depends on ML training or inference. Very many competitors for inference using FPGAs and CPUs"  
[X Link](https://x.com/PatrickMoorhead/status/941343664944635906)  2017-12-14T16:26Z 55.9K followers, [--] engagements


"@aatilley Love their products. Own [--] of them"  
[X Link](https://x.com/PatrickMoorhead/status/955994018596372480)  2018-01-24T02:41Z 55.9K followers, [--] engagements


"@aatilley Does a lot more than I thought it would do. Ive used an early prototype for two months and Ill be honest with you theres nothing that I havent been able to run on it for my specific office productivity use case"  
[X Link](https://x.com/PatrickMoorhead/status/966014616370376704)  2018-02-20T18:20Z 54.4K followers, [--] engagements


"@jdolcourt @CNET That filter makes my eggs look neon"  
[X Link](https://x.com/PatrickMoorhead/status/972104104943280128)  2018-03-09T13:37Z 54.1K followers, [--] engagements


"@robotodd @MishCastillo Tech companies mixing press analysts and influencers now. Lots o fun"  
[X Link](https://x.com/PatrickMoorhead/status/995014003570208768)  2018-05-11T18:53Z 55.6K followers, [--] engagements


"Love this. #STEM https://x.com/onthisdayshe/status/995574911233155072 https://x.com/onthisdayshe/status/995574911233155072"  
[X Link](https://x.com/PatrickMoorhead/status/995652919918776320)  2018-05-13T13:12Z 55.8K followers, [--] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing