[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.] #  @RihardJarc Rihard Jarc There is no news about Rihard Jarc. The provided tweets appear to be about tech companies, AI, and semiconductor stocks, but do not mention Rihard Jarc. No summary is possible based on the given context. ### Engagements: XXXXXXX [#](/creator/twitter::4765100357/interactions)  - X Week XXXXXXX -XX% - X Month XXXXXXXXX +243% - X Months XXXXXXXXX -XX% - X Year XXXXXXXXXX +71% ### Mentions: XX [#](/creator/twitter::4765100357/posts_active)  - X Month XX +39% - X Months XXX +12% - X Year XXX +19% ### Followers: XXXXXX [#](/creator/twitter::4765100357/followers)  - X Week XXXXXX +0.33% - X Month XXXXXX +2.20% - X Months XXXXXX +9% - X Year XXXXXX +27% ### CreatorRank: XXXXXXX [#](/creator/twitter::4765100357/influencer_rank)  ### Social Influence [#](/creator/twitter::4765100357/influence) --- **Social category influence** [stocks](/list/stocks) #1805 [technology brands](/list/technology-brands) #6425 [finance](/list/finance) #2064 [fashion brands](/list/fashion-brands) **Social topic influence** [meta](/topic/meta) #785, [$meta](/topic/$meta) #6, [nvda](/topic/nvda) #10, [$nvda](/topic/$nvda) #33, [$googl](/topic/$googl) #162, [googl](/topic/googl) #5, [open ai](/topic/open-ai) #964, [$googls](/topic/$googls) #1, [$amd](/topic/$amd) #41, [amzn](/topic/amzn) #28 **Top assets mentioned** [Metadium (META)](/topic/$meta) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Advanced Micro Devices (AMD)](/topic/$amd) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Microsoft Corp. (MSFT)](/topic/$msft) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Apple, Inc. (AAPL)](/topic/$aapl) [IBM (IBM)](/topic/$ibm) [Dell Technologies, Inc. (DELL)](/topic/$dell) [Micron Technology, Inc. (MU)](/topic/$mu) ### Top Social Posts [#](/creator/twitter::4765100357/posts) --- Top posts by engagements in the last XX hours "$TSM reporting June revenue up XXXX% YoY full 1H up XX% YoY. Again beating estimates. AI starts with $TSM"  [@RihardJarc](/creator/x/RihardJarc) on [X](/post/tweet/1943250468190167194) 2025-07-10 10:06:30 UTC 50.9K followers, 23K engagements "$GOOGL's GCP with its 7th generation of TPU infrastructure is one of the best assets in the AI world. There is a reason that both startups founded by former high-profile OpenAI employees Mira Murati and Ilya Sutskever chose GCP as their cloud provider"  [@RihardJarc](/creator/x/RihardJarc) on [X](/post/tweet/1944762226956444074) 2025-07-14 14:13:41 UTC 50.9K followers, 76.4K engagements "Former AI Engineer at $NVDA talking about $NVDA's CUDA advantage in the AI space: X. Even if $AMD used a monolithic die (although $NVDA Blackwell is now on a chiplet-based design) brought in good interconnect HBM and more memory they would in his view still lack in the mixed precision software architecture. He is confident that $AMD will close the hardware gap quickly with $NVDA but the challenge will be $NVDA's software polish and winning over the hearts of developers as $NVDA has with CUDA. X. In the industry everyone has built their code on CUDA now nobody wants to rewrite that to ROCm or"  [@RihardJarc](/creator/x/RihardJarc) on [X](/post/tweet/1942954230123253768) 2025-07-09 14:29:21 UTC 50.9K followers, 14K engagements "For those worried about $META's Zuck discussing hundreds of billions of AI investment and starting to picture the 2022 days. This is NOT the same. Here is $META's CFO just a few weeks ago saying that from the 2022 experience both she and Zuck learned that while making long-term bets they also have to deliver short- and mid-term results for investors to have a reason to invest in $META's stock today. And this is the way they think about it now. For Zuck to make a statement about investing hundreds of billions means he also sees massive AI short-term to mid-term profits and growth for $META to"  [@RihardJarc](/creator/x/RihardJarc) on [X](/post/tweet/1944829852730659294) 2025-07-14 18:42:24 UTC 50.9K followers, 94.4K engagements "$META Zuck laser focused. Gathering best AI talent and now saying $META will have the greatest compute per researcher. These words are screaming Zuck isnt finished recruiting yet. We have the capital from our business to do this"  [@RihardJarc](/creator/x/RihardJarc) on [X](/post/tweet/1944786261941608800) 2025-07-14 15:49:11 UTC 50.9K followers, 32.7K engagements "$META s Zuck apparently poached $AAPL s AI Chief with a $200M comp package. $AAPL s CEO Tim Cook makes $74.6M a year. While for some this might seem crazy in reality if $META gatheres their top XX AI team and it ends up costing them $5B it will be worth it because having your own truly frontier model will not only bring you new revenue opportunities make your current products better and make your company less depedant on a AI model company (meaning higher margin for you) it will also at some point replace a lot of low/mid level jobs which will bring in much more than $5B in cost savings. Zuck"  [@RihardJarc](/creator/x/RihardJarc) on [X](/post/tweet/1943396233294549268) 2025-07-10 19:45:43 UTC 50.9K followers, 22.1K engagements "The $GOOGL disruption risk appears to be well-priced right now. Even if you value $GOOGL Search at a $IBM legacy days type of tech of multiple of 13x P/E (meaning around $800B today) it's hard to see a world where OpenAI is moving towards a $500B valuation and soon $1T while $GOOGL's DeepMind is not fetching at least half of that value given Gemini's high performing models and attractive compute economics with GCP's TPUs which make it a prime candidate for at least enterprise adoption if not a significant stake in the consumer LLM market. If that Search value then shifts towards X in the"  [@RihardJarc](/creator/x/RihardJarc) on [X](/post/tweet/1942278097815953887) 2025-07-07 17:42:38 UTC 50.9K followers, 58.1K engagements "An interview with a current high-ranking $META employee working in their silicon unit hints that the industry is starting to shift more towards custom silicon vs $NVDA GPU: X. He thinks GPUs have a lot of overhead that is wasted but up until this point the industry has not had a very good handle on what type of compute was needed for any AI/ML use case. According to him we are now finally reaching a point where the industry has a better idea of what data movement model and compute look like in different types of AI models. This understanding for him means that the industry will start to lean"  [@RihardJarc](/creator/x/RihardJarc) on [X](/post/tweet/1933520758375931994) 2025-06-13 13:44:06 UTC 50.8K followers, 52.9K engagements "Anthropic has become an integral and strategic piece to $AMZN AWS likes to make a lot of key cloud features/offerings in-house but the frontier AI model seem to be a space where they will go with Anthropic for the long run. $AMZN increasing their ownership to a 1/3 stake of Anthropic is probably in the cards very soon. $AMZN cant afford to lose them as partners"  [@RihardJarc](/creator/x/RihardJarc) on [X](/post/tweet/1943655548311769521) 2025-07-11 12:56:08 UTC 50.9K followers, 12K engagements "By far $NVDA's biggest advantage is the entrenchedness of the CUDA ecosystem. It also helps that $AMZN $MSFT $META and $GOOGL are all working on their own ASICs with different software optimization stacks rather than all of them working on one software protocol. If they and $AMD fail to come close $NVDA will be the most important monopoly in history as they literally sell intelligence"  [@RihardJarc](/creator/x/RihardJarc) on [X](/post/tweet/1945128955268178364) 2025-07-15 14:30:56 UTC 50.9K followers, 27.4K engagements "Reports of $META considering making a closed-end model would make sense for $META at this stage. One of the primary purposes of developing an open-source model for $META was to attract AI talent and share the costs of developing a frontier model with the open-source ecosystem. However it didn't work that way as $META now had to "pay up" to acquire the best AI talent so closing some future models and keeping that value proprietary yields a better ROI for $META shareholders"  [@RihardJarc](/creator/x/RihardJarc) on [X](/post/tweet/1945139195632066645) 2025-07-15 15:11:37 UTC 50.9K followers, 21.3K engagements "$META Zuck said he believes there is a shot that we achieve ASI in the next 2-3 years"  [@RihardJarc](/creator/x/RihardJarc) on [X](/post/tweet/1945183939351507299) 2025-07-15 18:09:25 UTC 50.9K followers, 20.4K engagements "Wow quite a blow for OpenAI that the Windsurf deal didnt go through. Instead $GOOGL poaches Windsurf. I wonder if $MSFT s dispute with OpenAI over Windsurf IP had anything to do with stalling the process OpenAI talent getting poached all over the place from $META and now $GOOGL s deep pockets"  [@RihardJarc](/creator/x/RihardJarc) on [X](/post/tweet/1943881136452583611) 2025-07-12 03:52:33 UTC 50.9K followers, 24.2K engagements "No surprise. As the market shifts to inference $GOOGL GCP with TPU will gain a lot of share IMO"  [@RihardJarc](/creator/x/RihardJarc) on [X](/post/tweet/1945574693211103298) 2025-07-16 20:02:08 UTC 50.9K followers, 33.9K engagements "The rise of $GOOGL s Gemini in Q2 is something that is not emphasized enough"  [@RihardJarc](/creator/x/RihardJarc) on [X](/post/tweet/1943661485525197037) 2025-07-11 13:19:44 UTC 50.9K followers, 27.7K engagements "More fascinating insights on the $NVDA vs $AMD topic. A former high-ranking $NVDA employee working on NVLink explains the background on how $NVDA sees the recent UALink consortium and how it could benefit $AMD with its scale-up network issues: X. $NVDA got scared when UALink XXX was announced on April 8th this year. Their response to UALink came just a month later with the announcement of NVLink Fusion which on paper opens up the NVLink ecosystem. The expert mentioned how challenging it was to implement this step internally at $NVDA as clients like $META wanted to use NVLink for their MTIA"  [@RihardJarc](/creator/x/RihardJarc) on [X](/post/tweet/1942215300985811311) 2025-07-07 13:33:07 UTC 50.9K followers, 128.1K engagements "$GOOGL's DeepMind Group Product Manager is saying that the next X months of AI are likely to be the wildest we have seen. Polymarket is showing a big lead for $GOOGL's as the lead AI model by year-end. Yet the stock market doesn't seem to believe any of that. Time will tell"  [@RihardJarc](/creator/x/RihardJarc) on [X](/post/tweet/1942252040681365624) 2025-07-07 15:59:06 UTC 50.9K followers, 57.4K engagements "$AMD might be starting to catch up to $NVDA I HIGHLY recommend this interview with a current high-ranking employee at $DELL talking about $AMD vs $NVDA and the client demand: X. According to him $AMD's main problem is ROCm which is immature compared to $NVDA's CUDA and the second problem is networking. However right now he is receiving feedback from clients that the latest releases of ROCm have become significantly more stable and $AMD has addressed many of the bugs. He now expects ROCm to be much more stable with fewer bugs and less performance impact this time. X. On the networking side"  [@RihardJarc](/creator/x/RihardJarc) on [X](/post/tweet/1940779433972941046) 2025-07-03 14:27:29 UTC 50.9K followers, 79.7K engagements "A MUST READ INTERVIEW with a current Director at $MU on HBM & GPU/ASIC market ( $NVDA $MU Samsung struggles ): X. The hyperscalers $AMZN $MSFT $GOOGL are achieving significantly higher GPU utilization rates than they had in the past years. In 2022 and 2023 the GPU utilization rates were less than XX% The ROI on that in terms of hyperscalers getting their investment back used to be 12-18months. Now the utilization rates are 70%-80 % and the ROI has accelerated to only 6-9 months. X. When $NVDA's Rubin comes out he expects even higher GPU utilization rates - 90%. With Blackwell next year he"  [@RihardJarc](/creator/x/RihardJarc) on [X](/post/tweet/1945438104745324835) 2025-07-16 10:59:23 UTC 50.9K followers, 59.1K engagements "An interesting point on the multi-cloud trend. The limited availability of GPUs and even AI models is driving more companies and startups to be multicloud. And in this environment it is not just clients going to $AMZN $MSFT and $GOOGL it also means clients going to neoclouds"  [@RihardJarc](/creator/x/RihardJarc) on [X](/post/tweet/1943390065901867461) 2025-07-10 19:21:12 UTC 50.8K followers, 9191 engagements "When it comes to AI I think the most missed product that investors are not appreciating & talking about enough is $META Ray Ban Smartglasses. LLMs have just enhanced this product enormously. Search results & YT search for this product are record high (seasonality considered)"  [@RihardJarc](/creator/x/RihardJarc) on [X](/post/tweet/1924814100648869981) 2025-05-20 13:06:57 UTC 50.8K followers, 21.6K engagements "Zuck is a beast. Btw this is head of recruiting at OpenAI and a former $META employee"  [@RihardJarc](/creator/x/RihardJarc) on [X](/post/tweet/1941106619351490695) 2025-07-04 12:07:36 UTC 50.9K followers, 248.2K engagements
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@RihardJarc Rihard Jarc
There is no news about Rihard Jarc. The provided tweets appear to be about tech companies, AI, and semiconductor stocks, but do not mention Rihard Jarc. No summary is possible based on the given context.
Engagements: XXXXXXX #
- X Week XXXXXXX -XX%
- X Month XXXXXXXXX +243%
- X Months XXXXXXXXX -XX%
- X Year XXXXXXXXXX +71%
Mentions: XX #
- X Month XX +39%
- X Months XXX +12%
- X Year XXX +19%
Followers: XXXXXX #
- X Week XXXXXX +0.33%
- X Month XXXXXX +2.20%
- X Months XXXXXX +9%
- X Year XXXXXX +27%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence stocks #1805 technology brands #6425 finance #2064 fashion brands
Social topic influence meta #785, $meta #6, nvda #10, $nvda #33, $googl #162, googl #5, open ai #964, $googls #1, $amd #41, amzn #28
Top assets mentioned Metadium (META) NVIDIA Corp. (NVDA) Alphabet Inc Class A (GOOGL) Advanced Micro Devices (AMD) Amazon.com, Inc. (AMZN) Microsoft Corp. (MSFT) Taiwan Semiconductor (TSM) Apple, Inc. (AAPL) IBM (IBM) Dell Technologies, Inc. (DELL) Micron Technology, Inc. (MU)
Top Social Posts #
Top posts by engagements in the last XX hours
"$TSM reporting June revenue up XXXX% YoY full 1H up XX% YoY. Again beating estimates. AI starts with $TSM"
@RihardJarc on X 2025-07-10 10:06:30 UTC 50.9K followers, 23K engagements
"$GOOGL's GCP with its 7th generation of TPU infrastructure is one of the best assets in the AI world. There is a reason that both startups founded by former high-profile OpenAI employees Mira Murati and Ilya Sutskever chose GCP as their cloud provider" @RihardJarc on X 2025-07-14 14:13:41 UTC 50.9K followers, 76.4K engagements
"Former AI Engineer at $NVDA talking about $NVDA's CUDA advantage in the AI space: X. Even if $AMD used a monolithic die (although $NVDA Blackwell is now on a chiplet-based design) brought in good interconnect HBM and more memory they would in his view still lack in the mixed precision software architecture. He is confident that $AMD will close the hardware gap quickly with $NVDA but the challenge will be $NVDA's software polish and winning over the hearts of developers as $NVDA has with CUDA. X. In the industry everyone has built their code on CUDA now nobody wants to rewrite that to ROCm or" @RihardJarc on X 2025-07-09 14:29:21 UTC 50.9K followers, 14K engagements
"For those worried about $META's Zuck discussing hundreds of billions of AI investment and starting to picture the 2022 days. This is NOT the same. Here is $META's CFO just a few weeks ago saying that from the 2022 experience both she and Zuck learned that while making long-term bets they also have to deliver short- and mid-term results for investors to have a reason to invest in $META's stock today. And this is the way they think about it now. For Zuck to make a statement about investing hundreds of billions means he also sees massive AI short-term to mid-term profits and growth for $META to" @RihardJarc on X 2025-07-14 18:42:24 UTC 50.9K followers, 94.4K engagements
"$META Zuck laser focused. Gathering best AI talent and now saying $META will have the greatest compute per researcher. These words are screaming Zuck isnt finished recruiting yet. We have the capital from our business to do this" @RihardJarc on X 2025-07-14 15:49:11 UTC 50.9K followers, 32.7K engagements
"$META s Zuck apparently poached $AAPL s AI Chief with a $200M comp package. $AAPL s CEO Tim Cook makes $74.6M a year. While for some this might seem crazy in reality if $META gatheres their top XX AI team and it ends up costing them $5B it will be worth it because having your own truly frontier model will not only bring you new revenue opportunities make your current products better and make your company less depedant on a AI model company (meaning higher margin for you) it will also at some point replace a lot of low/mid level jobs which will bring in much more than $5B in cost savings. Zuck" @RihardJarc on X 2025-07-10 19:45:43 UTC 50.9K followers, 22.1K engagements
"The $GOOGL disruption risk appears to be well-priced right now. Even if you value $GOOGL Search at a $IBM legacy days type of tech of multiple of 13x P/E (meaning around $800B today) it's hard to see a world where OpenAI is moving towards a $500B valuation and soon $1T while $GOOGL's DeepMind is not fetching at least half of that value given Gemini's high performing models and attractive compute economics with GCP's TPUs which make it a prime candidate for at least enterprise adoption if not a significant stake in the consumer LLM market. If that Search value then shifts towards X in the" @RihardJarc on X 2025-07-07 17:42:38 UTC 50.9K followers, 58.1K engagements
"An interview with a current high-ranking $META employee working in their silicon unit hints that the industry is starting to shift more towards custom silicon vs $NVDA GPU: X. He thinks GPUs have a lot of overhead that is wasted but up until this point the industry has not had a very good handle on what type of compute was needed for any AI/ML use case. According to him we are now finally reaching a point where the industry has a better idea of what data movement model and compute look like in different types of AI models. This understanding for him means that the industry will start to lean" @RihardJarc on X 2025-06-13 13:44:06 UTC 50.8K followers, 52.9K engagements
"Anthropic has become an integral and strategic piece to $AMZN AWS likes to make a lot of key cloud features/offerings in-house but the frontier AI model seem to be a space where they will go with Anthropic for the long run. $AMZN increasing their ownership to a 1/3 stake of Anthropic is probably in the cards very soon. $AMZN cant afford to lose them as partners" @RihardJarc on X 2025-07-11 12:56:08 UTC 50.9K followers, 12K engagements
"By far $NVDA's biggest advantage is the entrenchedness of the CUDA ecosystem. It also helps that $AMZN $MSFT $META and $GOOGL are all working on their own ASICs with different software optimization stacks rather than all of them working on one software protocol. If they and $AMD fail to come close $NVDA will be the most important monopoly in history as they literally sell intelligence" @RihardJarc on X 2025-07-15 14:30:56 UTC 50.9K followers, 27.4K engagements
"Reports of $META considering making a closed-end model would make sense for $META at this stage. One of the primary purposes of developing an open-source model for $META was to attract AI talent and share the costs of developing a frontier model with the open-source ecosystem. However it didn't work that way as $META now had to "pay up" to acquire the best AI talent so closing some future models and keeping that value proprietary yields a better ROI for $META shareholders" @RihardJarc on X 2025-07-15 15:11:37 UTC 50.9K followers, 21.3K engagements
"$META Zuck said he believes there is a shot that we achieve ASI in the next 2-3 years" @RihardJarc on X 2025-07-15 18:09:25 UTC 50.9K followers, 20.4K engagements
"Wow quite a blow for OpenAI that the Windsurf deal didnt go through. Instead $GOOGL poaches Windsurf. I wonder if $MSFT s dispute with OpenAI over Windsurf IP had anything to do with stalling the process OpenAI talent getting poached all over the place from $META and now $GOOGL s deep pockets" @RihardJarc on X 2025-07-12 03:52:33 UTC 50.9K followers, 24.2K engagements
"No surprise. As the market shifts to inference $GOOGL GCP with TPU will gain a lot of share IMO" @RihardJarc on X 2025-07-16 20:02:08 UTC 50.9K followers, 33.9K engagements
"The rise of $GOOGL s Gemini in Q2 is something that is not emphasized enough" @RihardJarc on X 2025-07-11 13:19:44 UTC 50.9K followers, 27.7K engagements
"More fascinating insights on the $NVDA vs $AMD topic. A former high-ranking $NVDA employee working on NVLink explains the background on how $NVDA sees the recent UALink consortium and how it could benefit $AMD with its scale-up network issues: X. $NVDA got scared when UALink XXX was announced on April 8th this year. Their response to UALink came just a month later with the announcement of NVLink Fusion which on paper opens up the NVLink ecosystem. The expert mentioned how challenging it was to implement this step internally at $NVDA as clients like $META wanted to use NVLink for their MTIA" @RihardJarc on X 2025-07-07 13:33:07 UTC 50.9K followers, 128.1K engagements
"$GOOGL's DeepMind Group Product Manager is saying that the next X months of AI are likely to be the wildest we have seen. Polymarket is showing a big lead for $GOOGL's as the lead AI model by year-end. Yet the stock market doesn't seem to believe any of that. Time will tell" @RihardJarc on X 2025-07-07 15:59:06 UTC 50.9K followers, 57.4K engagements
"$AMD might be starting to catch up to $NVDA I HIGHLY recommend this interview with a current high-ranking employee at $DELL talking about $AMD vs $NVDA and the client demand: X. According to him $AMD's main problem is ROCm which is immature compared to $NVDA's CUDA and the second problem is networking. However right now he is receiving feedback from clients that the latest releases of ROCm have become significantly more stable and $AMD has addressed many of the bugs. He now expects ROCm to be much more stable with fewer bugs and less performance impact this time. X. On the networking side" @RihardJarc on X 2025-07-03 14:27:29 UTC 50.9K followers, 79.7K engagements
"A MUST READ INTERVIEW with a current Director at $MU on HBM & GPU/ASIC market ( $NVDA $MU Samsung struggles ): X. The hyperscalers $AMZN $MSFT $GOOGL are achieving significantly higher GPU utilization rates than they had in the past years. In 2022 and 2023 the GPU utilization rates were less than XX% The ROI on that in terms of hyperscalers getting their investment back used to be 12-18months. Now the utilization rates are 70%-80 % and the ROI has accelerated to only 6-9 months. X. When $NVDA's Rubin comes out he expects even higher GPU utilization rates - 90%. With Blackwell next year he" @RihardJarc on X 2025-07-16 10:59:23 UTC 50.9K followers, 59.1K engagements
"An interesting point on the multi-cloud trend. The limited availability of GPUs and even AI models is driving more companies and startups to be multicloud. And in this environment it is not just clients going to $AMZN $MSFT and $GOOGL it also means clients going to neoclouds" @RihardJarc on X 2025-07-10 19:21:12 UTC 50.8K followers, 9191 engagements
"When it comes to AI I think the most missed product that investors are not appreciating & talking about enough is $META Ray Ban Smartglasses. LLMs have just enhanced this product enormously. Search results & YT search for this product are record high (seasonality considered)" @RihardJarc on X 2025-05-20 13:06:57 UTC 50.8K followers, 21.6K engagements
"Zuck is a beast. Btw this is head of recruiting at OpenAI and a former $META employee" @RihardJarc on X 2025-07-04 12:07:36 UTC 50.9K followers, 248.2K engagements