# ![@RihardJarc Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::4765100357.png) @RihardJarc Rihard Jarc

Rihard Jarc's name isn't mentioned in the provided tweets and news posts. The most important current events seem to be related to major tech companies like NVIDIA, Google, Microsoft, and Amazon, focusing on AI, cloud computing, and their investments in infrastructure. The key themes include the growing demand for AI computing power, the bottleneck in energy and data center space, and the competitive landscape among hyperscalers.

### Engagements: [------] [#](/creator/twitter::4765100357/interactions)
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### Mentions: [--] [#](/creator/twitter::4765100357/posts_active)
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### Followers: [------] [#](/creator/twitter::4765100357/followers)
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- [--] Week [------] +0.30%
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### CreatorRank: [-------] [#](/creator/twitter::4765100357/influencer_rank)
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### Social Influence

**Social category influence**
[technology brands](/list/technology-brands)  81.38% [stocks](/list/stocks)  #5077 [finance](/list/finance)  15.17% [cryptocurrencies](/list/cryptocurrencies)  1.38% [countries](/list/countries)  1.38% [fashion brands](/list/fashion-brands)  1.38% [products](/list/products)  0.69%

**Social topic influence**
[$googl](/topic/$googl) #457, [ai](/topic/ai) #4254, [$nvda](/topic/$nvda) #908, [$meta](/topic/$meta) #417, [meta](/topic/meta) 18.62%, [$amzn](/topic/$amzn) #59, [$msft](/topic/$msft) #217, [in the](/topic/in-the) 13.79%, [googl](/topic/googl) #81, [$googls](/topic/$googls) #1

**Top accounts mentioned or mentioned by**
[@alphasenseinc](/creator/undefined) [@varunv_malhotra](/creator/undefined) [@bastianellilore](/creator/undefined) [@boochao](/creator/undefined) [@traderab123](/creator/undefined) [@devoffscript](/creator/undefined) [@shanema01033790](/creator/undefined) [@slicestocks](/creator/undefined) [@analysisop](/creator/undefined) [@kabsanchez](/creator/undefined) [@pietro200897](/creator/undefined) [@scott_allaire](/creator/undefined) [@wayne_nelmz](/creator/undefined) [@friedmandave](/creator/undefined) [@jacksonwharf](/creator/undefined) [@kimeedee_](/creator/undefined) [@midnight_captl](/creator/undefined) [@pregory1](/creator/undefined) [@augustxbear](/creator/undefined) [@bwieaktien](/creator/undefined)

**Top assets mentioned**
[Alphabet Inc Class A (GOOGL)](/topic/$googl) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Metadium (META)](/topic/$meta) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Microsoft Corp. (MSFT)](/topic/$msft) [Advanced Micro Devices (AMD)](/topic/$amd) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Apple, Inc. (AAPL)](/topic/$aapl) [Oracle Corporation (ORCL)](/topic/$orcl) [Snap, Inc. (SNAP)](/topic/$snap) [Intel Corporation (INTC)](/topic/$intc) [Shopify Inc (SHOP)](/topic/$shop) [Target Corporation (TGT)](/topic/$tgt) [Etsy Inc (ETSY)](/topic/$etsy) [Wormhole (W)](/topic/$w) [Walmart, Inc. (WMT)](/topic/$wmt) [clawd.atg.eth (CLAWD)](/topic/clawd)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Sold out of my $AMD $TSM and $NVDA position today. Yes I am a big long-term believer in AI and the effects of it but I am also a realist and a rational investor. I will be publishing an article this week sharing in detail my thoughts and some of the newest alternative data"  
[X Link](https://x.com/RihardJarc/status/1975195823941263675)  2025-10-06T13:45Z 72.5K followers, 332.7K engagements


"$MSFT's Satya is indirectly answering the question about the usefulness of the life of GPUs. $NVDA has gone to a 1-year product cycle in [----] now he doesn't want to overbuy one generation.IMO everyone will come to this conclusion sooner or later"  
[X Link](https://x.com/RihardJarc/status/1988963106215841865)  2025-11-13T13:32Z 72.5K followers, 326.3K engagements


"$META Zuckerberg said that they would be TWICE as profitable if it wasn't for $AAPL and $GOOGL limiting them with their App Store rules and taxes. 👀 $META has a net income margin of 34% and makes $51.4B (TTM) in profit"  
[X Link](https://x.com/RihardJarc/status/1841481711118434603)  2024-10-02T14:13Z 72.5K followers, 520.9K engagements


"$GOOGL TPUs are sold out [--] and 6-year-old TPUs have 100% utilization rates right now from $GOOGL's VP and GM of AI and Infrastructure"  
[X Link](https://x.com/RihardJarc/status/1983557362721137001)  2025-10-29T15:31Z 72.5K followers, 77.3K engagements


"$GOOGL Gemini continues to gain market share now at 13.7% up from 12.9% a month ago and this is even before we got Gemini [---]. (which will come out before end of year)"  
[X Link](https://x.com/RihardJarc/status/1989043137189175436)  2025-11-13T18:50Z 72.5K followers, 99K engagements


"The CEO of a $142B ARR cloud business that basically invented cloud: I think this is an extraordinarily unusual opportunity to forever change the size of AWS and Amazon as a whole. Random Wall Street investor: You're spending too much on AI; it won't generate the returns"  
[X Link](https://x.com/RihardJarc/status/2019728083155304559)  2026-02-06T11:01Z 72.5K followers, 39.6K engagements


"$MSFT's Satya is saying that compute is not the bottleneck but energy and data center space is. In fact the problem he has is that he has a surplus of GPUs right now sitting which he can't use (glut). He is also saying he doesn't want to over buy one generation of $NVDA GPUs. (as each year a new much more capable GPU is coming out). Hint: usefulness of life of GPUs. I have been saying this for some time now"  
[X Link](https://x.com/RihardJarc/status/1984588629570724146)  2025-11-01T11:49Z 72.5K followers, 1.5M engagements


"Got to give it to OpenAI. They know how to respond. AI coding usage is going ballistic the market is underestimating AI and the demand at the hyperscalers"  
[X Link](https://x.com/RihardJarc/status/2020871195223109871)  2026-02-09T14:43Z 72.5K followers, 100.6K engagements


"If you found this insightful feel free to share & follow as I often post content like this"  
[X Link](https://x.com/RihardJarc/status/2021224706435649861)  2026-02-10T14:08Z 72.5K followers, [----] engagements


"The gap between Wall Street and AI labs is massive right now. The market is sweating over ROI and CapEx while the AI community is burning every scrap of compute just to keep up with coding demands. Meanwhile $GOOGL's Demis Hassabis (who doesn't hype) says curing all diseases with the help of AI is "within reach" in the next decade. https://twitter.com/i/web/status/2021271606115336563 https://twitter.com/i/web/status/2021271606115336563"  
[X Link](https://x.com/RihardJarc/status/2021271606115336563)  2026-02-10T17:14Z 72.5K followers, 48.5K engagements


"I just published an article explaining why I think the market's CapEx fears around $AMZN $MSFT and $GOOGL are wrong. - On-cloud migrations are accelerating - Growth & ROI - Custom ASIC key - AI coding - Which hyperscaler will grow the most in 2026/2027 https://www.uncoveralpha.com/p/the-market-hates-big-cloud-spending https://www.uncoveralpha.com/p/the-market-hates-big-cloud-spending"  
[X Link](https://x.com/RihardJarc/status/2021590470158057863)  2026-02-11T14:21Z 72.5K followers, 18.6K engagements


"$GOOGL partnering with retailers $SHOP $ETSY $W $TGT and $WMT to create the Universal Commerce Protocol for AI agents. $GOOGL also shared a chart of GCP Vertex AI token consumptions for Retail clients. It went from 8.3T a year ago to +90T (11x YoY) in December. But looking closely the biggest accelerator of the curve is happening right NOW at the end of Q425. $GOOGL Gemini [--] numbers about to crush it. Also interesting looking at the 90T token consumption for December. If we assume most of it is Gemini [--] flash revenue ranges from $90M to $270M. Meaning Gemini [--] API usage with Retail clients"  
[X Link](https://x.com/RihardJarc/status/2010399431053500859)  2026-01-11T17:12Z 72.3K followers, 66.8K engagements


"Pay close attention to AI Smart Glasses in [----]. $GOOGL's Demis highlighted them as a hardware platform that has finally found its "killer app" through AI assistants. $META is also doubling or even tripling [----] production of their smartglasses from 10M to 20M/30M because of high demand. I believe the "ChatGPT moment" for AI smart glasses will happen soon as they are a more natural platform for AI personal assistants than phones. https://twitter.com/i/web/status/2012177173386293492 https://twitter.com/i/web/status/2012177173386293492"  
[X Link](https://x.com/RihardJarc/status/2012177173386293492)  2026-01-16T14:56Z 72.3K followers, 31.9K engagements


"$GOOGL Gemini continues to take market share now 22% up from 19.5% [--] month ago & 13.3% [--] months ago"  
[X Link](https://x.com/RihardJarc/status/2014311263308829049)  2026-01-22T12:16Z 72.3K followers, 256.3K engagements


"Added to my $AMZN position. Those who read my latest Q4 channel check report know why. On top of everything $AMZN is trading at a historic 16.6x EV/EBITDA in the midst of the biggest tech cycles in history"  
[X Link](https://x.com/RihardJarc/status/2014713689803252101)  2026-01-23T14:55Z 72.3K followers, 67.3K engagements


"Clawd Bot feels like the "ChatGPT moment" for personal assistant AI and it's about to add to the already high demand for RAM and CPUs on top of API AI data center usage. We are already in short supply in terms of memory GPUs CPUs and advanced packaging and here comes a on-device super cycle on top of the data center cycle. Besides the hardware upgrade cycle Clawd Bot also demonstrates the value of chat surfaces like WhatsApp Telegram iMessage etc. in the new AI world. Integrating personal assistants into chat surfaces feels like the killer use case. $META $AAPL seem well-positioned. On that"  
[X Link](https://x.com/RihardJarc/status/2015395855151284239)  2026-01-25T12:06Z 72.2K followers, 61.8K engagements


"AI is accelerating significantly across the board again. I will publish a piece on Anthropic & Claude Code today or tomorrow. I increased my AI positions across the board from hyperscalers $AMZN $GOOGL $MSFT $META to memory and even started a position again in $AMD"  
[X Link](https://x.com/RihardJarc/status/2015792992783659196)  2026-01-26T14:24Z 72.3K followers, 29.6K engagements


"Anthropic with Claude Code is having its "ChatGPT" moment (Clawd bot Cowork) as daily install counts in VS Code almost DOUBLE in January alone growing way past OpenAI Codex & Gemini $AMZN $GOOGL benefiting. More details in the article: https://www.uncoveralpha.com/p/anthropics-claude-code-is-having https://www.uncoveralpha.com/p/anthropics-claude-code-is-having"  
[X Link](https://x.com/RihardJarc/status/2015827674329919960)  2026-01-26T16:42Z 72.3K followers, 34.4K engagements


"AI Coding is taking off. Anthropic's Claude Code is having its moment with usage surges in January (almost doubling on VS Code). $AMZN & $GOOGL each own between 10-20% of Anthropic"  
[X Link](https://x.com/RihardJarc/status/2016125381082792268)  2026-01-27T12:25Z 72.4K followers, 47.1K engagements


"I have continued to add to $AMZN over the last few days. $AMZN has now become my biggest position as the valuation is attractive and growth is accelerating followed by $GOOGL. Expecting strong earnings from both on top of being great long-term compounders"  
[X Link](https://x.com/RihardJarc/status/2016157198712188987)  2026-01-27T14:31Z 72.3K followers, 41.7K engagements


"An employee at a hyperscaler shares some valuable demand insights and bottlenecks that are going on in the industry right now ( $NVDA $MSFT $AMZN $GOOGL ): [--]. The big bottleneck for them right now is building more data centers but also parts around optics and RAM. Optics are supply-constrained. Other than that there is a major RAM constraint. They have seen some decommitments from major RAM providers like $MU and Samsung which have led them to be constrained. [--]. Right now they are pretty good with their lead times when it comes to $NVDA GPUs while six-month lead times were really bad. In the"  
[X Link](https://x.com/RihardJarc/status/2016178252721582095)  2026-01-27T15:55Z 72.3K followers, 47.3K engagements


"As already predicted memory demand is OFF the charts. The memory king SK Hynix just reported a 66% YoY increase in revenue and 137% YoY increase in operating profit Revenue: $32.82T won ($23B) vs expectations $32.13T Operating profit: $19.17T won ($13.4B) vs expectations $17.7T "HBM revenue more than doubled year-on-year" I continue to hold SK Hynix and Samsung as I believe we are still early in the cycle. https://twitter.com/i/web/status/2016426725924548654 https://twitter.com/i/web/status/2016426725924548654"  
[X Link](https://x.com/RihardJarc/status/2016426725924548654)  2026-01-28T08:22Z 72.3K followers, 25.8K engagements


"Probably the most underrated trend is the revenue hyperscalers will generate over the next [--] years because of AI. $AMZN $MSFT & $GOOGL in their cloud units earn $300B in revenue. This will grow into multiple trillions as cloud moves from "Cloud as a Tool" to "Cloud as Labor""  
[X Link](https://x.com/RihardJarc/status/2016522222760759722)  2026-01-28T14:42Z 72.3K followers, 43K engagements


"At the start of [----] $AMZN had 798k employees during the pandemic until today it has ballooned to 1.55M and now they are firing 16k or 1% of the workforce. This is not AI yet. That will be much more noticeable"  
[X Link](https://x.com/RihardJarc/status/2016552153221910907)  2026-01-28T16:41Z 72.3K followers, 81.9K engagements


"So Zuck finally put out the CapEx numbers now we can move on. $META sees [----] CapEx $115B-$135B (estimates were $110B)"  
[X Link](https://x.com/RihardJarc/status/2016619092409512232)  2026-01-28T21:07Z 72.3K followers, 50.8K engagements


"$MSFT Azure +39% YoY. Stock is down because expectations were already high but the results are still impressive long-term investors should be happy"  
[X Link](https://x.com/RihardJarc/status/2016620266915274998)  2026-01-28T21:11Z 72.3K followers, 48K engagements


"You can access the full report here and see what it shows for $AMZN and $GOOGL: https://www.uncoveralpha.com/p/q4-2025-channel-checks-and-alternative https://www.uncoveralpha.com/p/q4-2025-channel-checks-and-alternative"  
[X Link](https://x.com/RihardJarc/status/2016628473905787101)  2026-01-28T21:44Z 72.3K followers, [----] engagements


"I have increased my $META position substantially following these earnings results. Here is my take on the quarter. [--]. Revenue from the core business is accelerating faster than expected with 25% YoY revenue growth this quarter and guidance for Q1 of 30% YoY on the high end. The guide suggests the fastest growth $META has seen in [--] years. On the call tho $META CFO did mention expecting lower growth rates for the full [----] than the one in Q1. [--]. $META is showing quarter after quarter clear ROI from their AI investment. AI and GenAI are affecting $META by driving higher engagement rates and"  
[X Link](https://x.com/RihardJarc/status/2016856080928653416)  2026-01-29T12:48Z 72.3K followers, 47.8K engagements


"When it comes to $MSFT people are too short-sighted. Azure grew 39% YoY and not more (as some were expecting) because they don't have enough data centers to grow more (but let's be real its +39% YoY). $MSFT has to balance the compute capacity that it has with its internal products and Azure. Because internal products like M365 Copilot and GitHub Copilot have better margins and $MSFT doesn't just want to be Azure in [--] years they are prioritizing the compute in those places. If they allocated all the compute that they have towards Azure they would grow +40% confirmed on the call: ".if I had"  
[X Link](https://x.com/RihardJarc/status/2016879492770222142)  2026-01-29T14:21Z 72.3K followers, 66.3K engagements


"People still don't truly comprehend the ramifications of this. $META CFO: Since the beginning of [----] we've seen a 30% increase in output per engineer with the majority of that growth coming from the adoption of agenetic coding which saw a big jump in Q4. We're seeing even stronger gains with power users of AI coding tools whose output has increased 80% year-over-year. We expect this growth to accelerate through the next half. https://twitter.com/i/web/status/2016940909242232985 https://twitter.com/i/web/status/2016940909242232985"  
[X Link](https://x.com/RihardJarc/status/2016940909242232985)  2026-01-29T18:26Z 72.3K followers, 250.5K engagements


"A must-read interview with an employee at a hyperscalers explaining what the bottlenecks in terms of semis and data centers look like today ( $AMZN $MSFT $GOOGL): [--]. According to him right now HBM is considered the most critical commodity and is facing the most severe supply constraint. Because of that HBM is commanding one of the highest price margins. He believes HBM will remain in very tight supply even for the next 2-3 years. In terms of margins he thinks companies such as $MU SK Hynix and Samsung will be able to have even 70-80% price margins. [--]. He mentions that even $TSM is struggling"  
[X Link](https://x.com/RihardJarc/status/2017250299140780478)  2026-01-30T14:55Z 72.3K followers, 47.1K engagements


"This is incredible. $GOOGL and AI disrupted the game industry. At the same time I can't stop thinking about the amount of computing storage and memory this is going to need. Step inside Project Genie: our experimental research prototype that lets you create edit and explore virtual worlds. 🌎 https://t.co/HQr1FRNlpy Step inside Project Genie: our experimental research prototype that lets you create edit and explore virtual worlds. 🌎 https://t.co/HQr1FRNlpy"  
[X Link](https://x.com/RihardJarc/status/2017267865448017980)  2026-01-30T16:05Z 72.3K followers, 96.6K engagements


"When it comes to SaaS disruption from AI I think you fundamentally have to differentiate between two segments of SaaS. One is Deterministic systems (where precision is critical) and the other is Probabilistic Systems (where "good enough" is the norm). Probabilistic SaaS has a high chance of getting disrupted but Deterministic SaaS will be enhanced and work together with AI. I will publish an article next week explaining in detail my thinking and which companies fit in which bracket"  
[X Link](https://x.com/RihardJarc/status/2017581828157104485)  2026-01-31T12:52Z 72.4K followers, 65.9K engagements


"I just published my article on AI SaaS disruption. It's not about brand proprietary data or integrations; it's about Deterministic vs. Probabilistic Systems (SaaS companies in brackets in the article). Some will get disrupted others will accelerate. https://www.uncoveralpha.com/p/the-great-saas-unbundling-why-ai https://www.uncoveralpha.com/p/the-great-saas-unbundling-why-ai"  
[X Link](https://x.com/RihardJarc/status/2018336726364631330)  2026-02-02T14:52Z 72.3K followers, 47.6K engagements


"@BastianelliLore It's not really about building the software"  
[X Link](https://x.com/RihardJarc/status/2018353461130137618)  2026-02-02T15:58Z 72.4K followers, [---] engagements


"I normally don't do this but as UncoverAlpha crossed the $100k ARR mark I would like to thank all subscribers for their support UncoverAlpha has been one of the fastest-growing finance newsletters. We now have over 18k free subscribers in addition to hundreds of paid subscribers including more than [--] institutional investors and some of the largest global funds with over $50B in AUM. The goal of the newsletter has always been and will continue to be to share data-driven analysis of the AI semiconductor and other tech sectors and companies. Technical yet understandable for the investment"  
[X Link](https://x.com/RihardJarc/status/2018701157711982886)  2026-02-03T15:00Z 72.3K followers, 15.2K engagements


"@AlphaSenseInc I think people underestimate just how much $AMZN's AWS will benefit from the switch from training to production inference workloads. Most big enterprises are multicloud but a lot of the production workloads are in AWS"  
[X Link](https://x.com/RihardJarc/status/2018706400713613648)  2026-02-03T15:21Z 72.3K followers, [----] engagements


"@Boochao Wrote about it here: https://www.uncoveralpha.com/p/the-great-saas-unbundling-why-ai https://www.uncoveralpha.com/p/the-great-saas-unbundling-why-ai"  
[X Link](https://x.com/RihardJarc/status/2018740031796445328)  2026-02-03T17:35Z 72.2K followers, [----] engagements


"$GOOGL Gemini and Grok are taking market share from ChatGPT on U.S mobile DAUs. In [--] year: - Gemini from 14.7% to 25.1% - Grok from 1.6% to 15.2% So the trend is confirmed now also in terms of mobile DAU on top of website visit data. h/t @Kantrowitz"  
[X Link](https://x.com/RihardJarc/status/2019011021478691133)  2026-02-04T11:31Z 72.4K followers, 30.6K engagements


"@TraderAB123 Regarding $SNAP if I bought it here it's quite obvious. Regarding $AMD I actually really liked the results confirms both demand for GPUs and CPUs which I think will continue to last (selloff is more a response to current sentiment IMO)"  
[X Link](https://x.com/RihardJarc/status/2019063553626345537)  2026-02-04T15:00Z 72.3K followers, [----] engagements


"It feels like Anthropic has found the ultimate hack by allowing Claude Code to take over the company. Claude Code seems to be the coder product developer (shipping great new products every few days) and a marketing person (with the new ads)"  
[X Link](https://x.com/RihardJarc/status/2019080551584387485)  2026-02-04T16:08Z 72.4K followers, 17.4K engagements


"$GOOGL Cloud revenue + 48% to $17.7 billion led by GCP"  
[X Link](https://x.com/RihardJarc/status/2019155488613757356)  2026-02-04T21:05Z 72.4K followers, 39K engagements


"@Tiago62168771 There is a reason for that CapEx they are showing you growth"  
[X Link](https://x.com/RihardJarc/status/2019156261095289058)  2026-02-04T21:09Z 72.3K followers, [---] engagements


"@alexander_dww Their balance sheet is better than the US gov TBH so no. Also look at the growth rate new cash is coming in fast while CapEx is a guide that you can always change if you need to"  
[X Link](https://x.com/RihardJarc/status/2019388828092666329)  2026-02-05T12:33Z 72.3K followers, [----] engagements


"Valuation is as attractive as it has been in years $MSFT influence on enterprises is entrenched and will probably continue even in the AI age (selling AI to enterprises easier than for others) OAI is not going anywhere (although it will not be a monopoly) the 4y revenue share deal with OAI will probably be significant in terms of revenue for them + they have the IP for whatever the best OAI model is in [--] years + the IP on OAI's custom ASIC. https://twitter.com/i/web/status/2019439251213922325 https://twitter.com/i/web/status/2019439251213922325"  
[X Link](https://x.com/RihardJarc/status/2019439251213922325)  2026-02-05T15:53Z 72.3K followers, [----] engagements


"@DevOffScript AWS 35% operating income margin Google Cloud opearting margin (30% up from 17%)"  
[X Link](https://x.com/RihardJarc/status/2020897257151717748)  2026-02-09T16:27Z 72.4K followers, [----] engagements


"$GOOGL's new Gemini [--] DeepThink has ARC-AGI-2 at 84.6%. WOW"  
[X Link](https://x.com/RihardJarc/status/2021986435394679056)  2026-02-12T16:35Z 72.5K followers, 206.6K engagements


"I just published my $GOOGL TPU deep dive. [--]. Performance numbers TPU vs $NVDA (Former $GOOGL employees customers and competitors weigh in) [--]. Why the TPU is $GOOGL's most important moat for the next [--] years [--]. Why $GOOGL will save +$40B in CapEx next year because of the TPU [--]. Gemini [--] and the changes that are coming to the industry and much more. There aren't many comprehensive articles out there covering this topic so I hope you enjoy reading it as much as I enjoyed researching it https://www.uncoveralpha.com/p/the-chip-made-for-the-ai-inference"  
[X Link](https://x.com/RihardJarc/status/1992956606309429580)  2025-11-24T14:00Z 72.5K followers, 674.3K engagements


"You can feel the code RED here. $GOOGL is absolutely CRUSHING it with Gemini [--] Gemini's market share is now 21.5%. [--] months ago: 12.9% [--] months ago: 5.7%"  
[X Link](https://x.com/RihardJarc/status/2008816406222311481)  2026-01-07T08:22Z 72.5K followers, 224.9K engagements


"We arent talking enough just how much AI in coding has accelerated in the last month alone"  
[X Link](https://x.com/RihardJarc/status/2018407058903650465)  2026-02-02T19:31Z 72.5K followers, 126.2K engagements


"The unconditional selling in software stems from the investors' lack of fundamental understanding of many of these software names. For some AI is an enhancer not a disruptor"  
[X Link](https://x.com/RihardJarc/status/2018730157863748049)  2026-02-03T16:55Z 72.5K followers, 56.2K engagements


"Can't imagine when AI takes more and more of the asset allocations in the market that we will have many opportunities like the ones we have in the hyperscalers today ( $AMZN $MSFT $META $GOOGL). Significant accelerating growth but at the same time attractive valuation levels. I'm almost fully invested at this point; I will publish an article in my newsletter tomorrow explaining in detail what the market is wrongly interpreting right now. https://twitter.com/i/web/status/2020906909239476261 https://twitter.com/i/web/status/2020906909239476261"  
[X Link](https://x.com/RihardJarc/status/2020906909239476261)  2026-02-09T17:05Z 72.5K followers, 26.8K engagements


"After listening to Anthropics Dario on the Dwarkesh pod made me realize that a BIG factor of the sucess of an AI lab will be determined by the labs abillity to predict their short term compute demand. Underestimate and you lose market share. Overestimate and you go bankrupt"  
[X Link](https://x.com/RihardJarc/status/2022412455494980020)  2026-02-13T20:47Z 72.5K followers, 33.6K engagements


"Some really valuable insights from a Data Center Expert on how AI data centers ( $AMZN $MSFT $GOOGL $META $ORCL) : [--]. For cooling air is 17x less effective in removing heat than liquid. [--]. When building a data center 2/3 of the budget goes to the IT equipment and 1/3 goes to building the data center power cooling and security. Out of that 1/3 18%- 25% are cooling products. [--]. To run an AI data center you need about 40% more power than a traditional one. [--]. The trend of building data centers modularly is rising. The time to build a data center is first [--] year for all the design land and"  
[X Link](https://x.com/RihardJarc/status/1820840893332496514)  2024-08-06T15:14Z 72.5K followers, 130.7K engagements


"This is crazy. $INTC is so hated by the market right now that it is now trading at Tangible Book Value Tangible Book Value is normally what shareholders get if a company goes bankrupt"  
[X Link](https://x.com/anyuser/status/1821608388935012725)  2024-08-08T18:04Z 72.5K followers, 1M engagements


"$META's iPhone moment"  
[X Link](https://x.com/RihardJarc/status/1839014234266755473)  2024-09-25T18:48Z 72.5K followers, 4M engagements


"The $NVDA bull & bear case summarized in [--] minutes by Zuck. It is that simple"  
[X Link](https://x.com/RihardJarc/status/1839304406938038624)  2024-09-26T14:01Z 72.5K followers, 719.4K engagements


"$AMZN's ad business is already making over $51B revenue annually. It is bigger than $GOOGL's YT ad revenue and 35% of $META's revenue. It is also growing fast with [--] years CAGR at 36.55% far higher than other peers. & Prime Video Ads just getting started"  
[X Link](https://x.com/RihardJarc/status/1839688470572208633)  2024-09-27T15:28Z 72.5K followers, 83.6K engagements


"Over 40% of $NVDA's revenue is Inference today. But because of Chain of Reasoning models (like the o1 model) Jensen said it is about to go up by a billion times. This is the industrial revolution"  
[X Link](https://x.com/anyuser/status/1845453408557289653)  2024-10-13T13:15Z 72.5K followers, 297K engagements


"$GOOGL starting to become really attractive at 18.8x P/E (forward) & 11.8x EV/EBITDA (forward). If this continues I will accumulate more over the coming days. Even if Search dies (in [--] years) the potential of GCP DeepMind YT & Waymo in that same time frame makes up for it"  
[X Link](https://x.com/RihardJarc/status/1895132611980439828)  2025-02-27T15:23Z 72.5K followers, 136K engagements


"$AMZN $META $GOOGL and $MSFT are all on the low end of their EV/EBITDA valuation range from the last [--] years with EV/EBITDA ranging from 20- 15x. There is no "AI bubble" here"  
[X Link](https://x.com/RihardJarc/status/1899466407378600241)  2025-03-11T14:24Z 72.5K followers, 189.5K engagements


"An interesting comment from a Former $META employee. ENERGY is the biggest bottleneck right now. Even if $META wants to spend $100-$150B on CapEx for AI infrastructure they can't. It is not just $NVDA. Transformers power equipment cooling equipment and the availability of power it is all limited right now. Schneider Electric is completely booked until [----]. Even if you have the money you can't spend it"  
[X Link](https://x.com/RihardJarc/status/1950213045264797796)  2025-07-29T15:13Z 72.5K followers, 1.5M engagements


"$GOOGL just announced that the median Gemini text prompt uses [----] watt-hours of energy & has dropped by 33x from May [----] to May [----]. AI infra efficiency and the ability to serve inference will turn out to be a key advantage in the AI race. $GOOGL is positioned well with TPUs"  
[X Link](https://x.com/anyuser/status/1958549265438978293)  2025-08-21T15:18Z 72.5K followers, 99.5K engagements


"I fully sold my $ORCL position now. While the backlog and projections of $ORCL look out of this world the fact is that most of the demand comes from [--] companies: OAI xAI $META and $NVDA & $AMD doing sale and lease deals. This for me is different from if you had [---] clients forming this demand. In any case I feel like the company at this point has priced the "laggard" now fully in. I may revisit the position again down the line but for now going on the sidelines feels appropriate. I said it before and Ill say it again investors are sleeping on $ORCL. One of the most pure AI plays IMO. My third"  
[X Link](https://x.com/RihardJarc/status/1965763382373441667)  2025-09-10T13:04Z 72.5K followers, 460.5K engagements


"Wow $GOOGL Gemini has overtaken ChatGPT in top downloads in the US on iOS. Something to keep an eye on as ChatGPT has dominated the standings for months now. $GOOGL execution and product shipment showing results"  
[X Link](https://x.com/RihardJarc/status/1966817178377691196)  2025-09-13T10:52Z 72.5K followers, 934.9K engagements


"$GOOGL has grown into my top [--] portfolio positions. It is one of the rare companies that I have not trimmed or am not thinking of trimming as the valuation is not stretched at 25x forward earnings and $GOOGL is firing on all cylinders. [--]. $GOOGL's DeepMind execution and product development have also made up for at least half of the potential $GOOGL Search value loss from AI disruption. On top of that what most people forget is that $GOOGL still owns approximately 14% of Anthropic. [--]. GCP is in my eyes the top-positioned cloud provider in this AI era because of its strong analytical tools and"  
[X Link](https://x.com/anyuser/status/1967599858883174423)  2025-09-15T14:42Z 72.5K followers, 123K engagements


"A Former $MSFT employee who worked with OpenAI on the $MSFT side shares some really interesting views on the relationship between OAI and $MSFT and why he thinks $GOOGL Cloud is the next wave: [--]. In his view there is a plateau as of GPT [---]. forward in terms of training. He thinks that GPT-5 is GPT [---]. with a router on top of it. That thing was failing and they had to go to essentially a router system. [--]. One of his goals at $MSFT was to babysit the OpenAI IP. If OAI declared AGI tomorrow $MSFT should be able to code up ChatGPT. He thinks that $MSFT has a good view into the algorithms and"  
[X Link](https://x.com/RihardJarc/status/1969023356012757348)  2025-09-19T12:58Z 72.5K followers, 294.5K engagements


"You can see from the nuance that Zuck thinks we are in an AI CapEx bubble. But since this is a race & $META is one of the most financially stable ones in this race they are willing to push the race further for competitors to fail even if it means $META overspend a few $100B"  
[X Link](https://x.com/RihardJarc/status/1969041160799658123)  2025-09-19T14:09Z 72.5K followers, 357.1K engagements


"It has been more than a week now and $GOOGL's Gemini is still number [--] on the U.S. iOS download chart. I am impressed with $GOOGL not only on their AI performance but also now on their product performance. We have come a long way since the Bard days"  
[X Link](https://x.com/RihardJarc/status/1970127292564492348)  2025-09-22T14:05Z 72.5K followers, 45.3K engagements


"At this point $GOOGL should not be trading at a lower multiple than the other AI Big Tech peers: [--]. Search is a FCF machine that is feeding the AI business and $GOOGL is fully leaning into the cannibalization route which is the right way to go. [--]. $GOOGL DeepMind not only has the talent compute and data but is also executing on their product roadmap at a high rate (the sense of urgency is back at $GOOGL). Looking at current performance there is a strong argument to be made that $GOOGL is the frontier AI lab right now in terms of model performance and given how Gemini is the top downloaded iOS"  
[X Link](https://x.com/RihardJarc/status/1971624268589875678)  2025-09-26T17:13Z 72.5K followers, 120.6K engagements


"Some interesting comments from a Former $GOOGL employee who worked on chips on the TPU/ $NVDA debate: [--]. According to him $GOOGL's TPUs are from 25-30% to 2x better compared to $NVDA depending on the AI use-case. [--]. He mentions that TPUs are not just built for inference but for both training and inference. The last generation V6 Ironwood is more specifically built for inference but the prior designs were built for both. [--]. He mentions that there are currently customers who actively use $GOOGL TPUs for both training and inference. The data that he saw says that TPUs have a 2-4% market share in"  
[X Link](https://x.com/RihardJarc/status/1973031724645831000)  2025-09-30T14:26Z 72.5K followers, 198.2K engagements


"It's not about GPUs anymore; it's all about POWER. A comment from a $GOOGL employee working on datacenters: Getting GPUs and TPUs is not a bottleneck. "Power lack of available power reliable power has become the biggest bottleneck for us." on @AlphaSenseInc"  
[X Link](https://x.com/anyuser/status/1973737827872784653)  2025-10-02T13:12Z 72.5K followers, 825.9K engagements


"Ok all great but where is the MONEY going to come from OAI now with Stargate $NVDA and now $AMD has said to spend and build 26GW of data centers in the next few years. 1GW = $60B. So the total "committed" spend is now at $1.56T. In the last [--] years $AAPL $AMZN $META $MSFT and $GOOGL have generated a TOTAL of $1.4T of FCF in those [--] years"  
[X Link](https://x.com/RihardJarc/status/1975160855550362098)  2025-10-06T11:26Z 72.5K followers, 266.4K engagements


"I just published my cautious view on the current state of the AI market & why I have trimmed or sold many of my positions. - We are running out of organic capital - GPUs are a fast-depreciating asset - Valuations are factoring in a very small chance of things slowing down"  
[X Link](https://x.com/anyuser/status/1976303077733888234)  2025-10-09T15:05Z 72.5K followers, 248K engagements


"My take on GPUs having a real 1-2 year life usefulness instead of +4 years is opening up many questions so let me explain in more detail: First all of the counter arguments are the following "but H100 A100 are still being used and they are 3-5 years old" "customers will use old GPUs for inference workloads" "big tech is using old GPUs for internal workloads" Here is why this is the wrong thinking: [--]. People forget that $NVDA has gone to a 1-year product cycle in [----] (not sooner) so Blackwell is still the product of a 2-year product cycle. Before Blackwell Hopper -H100 H200 was the product"  
[X Link](https://x.com/RihardJarc/status/1978466473317114027)  2025-10-15T14:22Z 72.5K followers, 355.3K engagements


"Some golden nuggets from an interview with a former $GOOGL employee on TPUs and the future of Search: [--]. According to him $NVDA is specifically bought to satisfy customer demand (on the cloud). $GOOGL doesn't use $NVDA GPUs for production use cases on their own products like Gemini. Every first-party service that $GOOGL has is powered by TPUs. [--]. $GOOGL uses TPUs because they are cheaper on a performance basis you don't have to rely on $NVDA and because the entire $GOOGL stack is optimized for TPUs all the way to the top. [--]. According to him $GOOGL is investing heavily to build out more TPUs"  
[X Link](https://x.com/RihardJarc/status/1978808195234595280)  2025-10-16T13:00Z 72.5K followers, 457.6K engagements


"A really insightful interview with a former $ORCL employee on deploying $NVDA GPUs and the economics behind it: [--]. In his experience the benchmarks that $NVDA provides are very generous to themselves. He mentions that he even had experience where they were off by 40%. Generally most of the compute GPU deals right now are long-term heavily discounted deals. [--]. He had hundreds of thousands of GPUs and clusters and 15% of his fleet at any given time was down. When asking $NVDA for spares he didn't get it and he couldn't say anything because they would cut off his allocation. He mentions that"  
[X Link](https://x.com/RihardJarc/status/1983174259733151900)  2025-10-28T14:09Z 72.5K followers, 221.4K engagements


"A really insightful interview with a Former $GOOGL Cloud employee on TPUs: [--]. In the short term he expects that TPUs will continue to be used by $GOOGL's own internal needs (Gemini Search etc.) but sooner or later he expects $GOOGL to start selling them externally. [--]. He thinks the strategy will be similar to $NVDA where $GOOGL would apply TPUs to other hosters (not hyperscalers). In his view out of all the options on the market today TPUs are the closest alternative to $NVDA GPUs. [--]. TPUs and GPUs are very different; they are a substitute for around 20% of the workloads today and over time"  
[X Link](https://x.com/RihardJarc/status/1987888948375363726)  2025-11-10T14:23Z 72.5K followers, 186K engagements


"A very informative interview with an $AMD employee on the ASIC vs $NVDA battle and $GOOGL's TPUs: [--]. In the case of the $GOOGL / $AVGO TPU relationship he thinks that $AVGO doesn't know everything about the chip anymore. In the first two generations they collaborated on the design but at this point his understanding is that $GOOGL now handles 100% of the design and $AVGO serves as the backend physical design partner. In other words the frontend of the design the actual RTL of the design is designed by $GOOGL. [--]. $NVDA has the highest margin (in the 70s). When it comes to $AVGO if they are"  
[X Link](https://x.com/RihardJarc/status/1989356949591204313)  2025-11-14T15:37Z 72.5K followers, 291K engagements


"Ilya Sutskever just said that when it comes to AI models we are back at the age of research & ending the age of scaling. What he is telling us is that more compute at this point won't help us get much better models; we need new breakthroughs. Not something that the semi companies like $NVDA $AMD want to hear TBH"  
[X Link](https://x.com/RihardJarc/status/1993381052207739287)  2025-11-25T18:07Z 72.5K followers, 362K engagements


"Investors who are projecting the "no significant acceleration" $MSFT Azure growth numbers towards $AMZN AWS and $GOOGL GCP will be wrong IMO. A few days ago I shared my alternative data report where the data so far at least for $MSFT proved to be right"  
[X Link](https://x.com/RihardJarc/status/2016628348328259608)  2026-01-28T21:44Z 72.4K followers, 58.5K engagements


"$GOOGL besides Gemini has a 10-15% stake in Anthropic and a 7% stake in SpaceX that just bought xAI. This means that $GOOGL now has exposure in [--] of the [--] frontier AI labs"  
[X Link](https://x.com/RihardJarc/status/2018443367034802294)  2026-02-02T21:56Z 72.5K followers, 675.6K engagements


"Bought some $GTLB $SNAP and $PINS. Indiscriminate selling often brings good opportunities. Might buy some other names as well"  
[X Link](https://x.com/RihardJarc/status/2019055418362806652)  2026-02-04T14:28Z 72.5K followers, 20.4K engagements


"If that doesnt satisfy you as an investor you are crazy"  
[X Link](https://x.com/RihardJarc/status/2019155810316681529)  2026-02-04T21:07Z 72.5K followers, [----] engagements


"$SNAP continues to show solid growth coupled now with profit (finally) margin expansion and a significant buyback: Our Q4 results began to reflect the impact of our strategic pivot toward profitable growth translating into revenue diversification and meaningful margin expansion Spiegel finally seeing the light https://twitter.com/i/web/status/2019158753493524760 https://twitter.com/i/web/status/2019158753493524760"  
[X Link](https://x.com/RihardJarc/status/2019158753493524760)  2026-02-04T21:18Z 72.5K followers, 14K engagements


"So far our alternative data report that we shared before earnings correctly showed a significant acceleration of $GOOGL's GCP with $GOOGL Cloud up +48% (GCP even higher) and a stable (same as last Q) growth rate for $MSFT. I expect $AMZN's AWS to accelerate significantly as well (less than $GOOGL tho). Check out the full report or details and also make sure to subscribe as I will be posting this alternative report before every earnings quarter. Investors who are projecting the "no significant acceleration" $MSFT Azure growth numbers towards $AMZN AWS and $GOOGL GCP will be wrong IMO. A few"  
[X Link](https://x.com/RihardJarc/status/2019162646365315324)  2026-02-04T21:34Z 72.5K followers, 34.8K engagements


"Full Q4 report: https://www.uncoveralpha.com/p/q4-2025-channel-checks-and-alternative https://www.uncoveralpha.com/p/q4-2025-channel-checks-and-alternative"  
[X Link](https://x.com/RihardJarc/status/2019162848362950728)  2026-02-04T21:35Z 72.5K followers, [----] engagements


"$GOOGL's earnings are one of the most impressive earnings that I have seen in a long time. Here are the key takes: [--]. $GOOGL Cloud revenue up 48% YoY and at the same time Cloud operating income more than doubled YoY and the operating margin increased from 17.5% to 30.1% (no usefulness of life extension or any one-off effecting that). Cloud Backlog $240B up 55% Quarter over Quarter and more than double YoY "Nearly 75% of Google Cloud customers have used our vertically optimized AI from chips to models to AI platforms and enterprise AI agents" GCP is growing even FASTER than even the 48%:"  
[X Link](https://x.com/RihardJarc/status/2019387409595547895)  2026-02-05T12:27Z 72.4K followers, 32.3K engagements


"Bought some $AMZN $GOOGL and even $MSFT"  
[X Link](https://x.com/RihardJarc/status/2019437769358209135)  2026-02-05T15:47Z 72.5K followers, 58K engagements


"$AMZN AWS +24% (fastest growth in [--] quarters). Great growth but as the market is short sightet right now CapEx the problem again. $AMZN sees CapEx at $200B (est $146B)"  
[X Link](https://x.com/RihardJarc/status/2019517869550367074)  2026-02-05T21:05Z 72.5K followers, 71.4K engagements


"Added to my position in the afterhours fall the whole conpany now trades at 15x sales ratio of AWS only"  
[X Link](https://x.com/RihardJarc/status/2019520808331489323)  2026-02-05T21:17Z 72.4K followers, 14.4K engagements


"$AMZN AWS backlog $244B up 40% YoY and 22% quarter over quarter"  
[X Link](https://x.com/RihardJarc/status/2019546135388619061)  2026-02-05T22:58Z 72.5K followers, 31.1K engagements


"@ShaneMa01033790 Yes he talked about 1-3 person teams getting $10s of billions of funding"  
[X Link](https://x.com/RihardJarc/status/2021278788940632331)  2026-02-10T17:43Z 72.4K followers, [----] engagements


"On $AMZN's earnings call Trainium was mentioned 27x times while $NVDA was mentioned [--] times. Also interesting comment: I think people know about our chips capability and our chips business but I'm not sure folks realize how strong a chips company we've become over the last [--] years. If you look at what we've done with Trainium if you look at what we've done with Graviton which is our CPU chip which is about 40% better price performance than comparable x86 processors 90% of the top [----] AWS customers are using Graviton very expansively. If you combine Trainium and Graviton it's well over a $10"  
[X Link](https://x.com/RihardJarc/status/2019769278426136708)  2026-02-06T13:44Z 72.5K followers, 67.1K engagements


"$GOOGL is a company that doesnt do hype. For them to go and increase CapEx from $90B to $180B is probably the most bullish thing long-term investors can see as it shows the scale of future revenue growth. I am shocked that at this stage most still dont understand this"  
[X Link](https://x.com/RihardJarc/status/2019170537990185090)  2026-02-04T22:05Z 72.5K followers, 185.7K engagements


"A $GOOGL employee explains why TPU advantage works well only if you have bigger clusters of TPUs ( [----] or more ) and why $GOOGL networking is key (OCS): [--]. The expert explains that TPUs and GPUs shouldn't be viewed as direct competitors but rather as different tools for different purposes. TPUs shine for specialized use cases. Companies like Anthropic chose TPUs specifically to differentiate themselves from competitors like OpenAI finding the economics and performance compelling enough to commit to one million TPUs in [----]. [--]. He emphasizes that TPUs need significant scale to demonstrate"  
[X Link](https://x.com/RihardJarc/status/2021224591503343735)  2026-02-10T14:07Z 72.5K followers, 71.7K engagements


"Anthropics ARR is now at $14B as Claude has seen a surge of usage. It was estimated that it was around $9B by year end. That could mean that Anthropic is growing $3.5B ARR per month and could end the year with +$50B ARR. $AMZN and $GOOGL major holders"  
[X Link](https://x.com/RihardJarc/status/2022041389778055576)  2026-02-12T20:13Z 72.5K followers, 87.1K engagements


"@SliceStocks Yes that is a big advantage if you are both a cloud provider and a model provider. The problem is only if the whole industry overestimates. But for $GOOGL seems bigger risk ATM is underestimating"  
[X Link](https://x.com/RihardJarc/status/2022413597918531832)  2026-02-13T20:52Z 72.5K followers, [---] engagements


"I will repeat what I said already but everyone in the LLM space fears $META right now even OpenAI. $META's GenAI unit had [--] people on Jan [----]. By the end of [----] that number jumped to [---] people and now it's probably much bigger than that. At the unit they work long hours even 70-80 per week. For comparison estimates are that OpenAI has [----] employees as of June [----]. Because of $META's strategy to open-source they are attracting the best AI talent buying an enormous amount of GPUs (which almost no company can afford) and having one of if not the best data sets in the world. $META will soon"  
[X Link](https://x.com/RihardJarc/status/1824523353597616352)  2024-08-16T19:07Z 72.5K followers, 135.9K engagements


"Investors will be shocked when $AMZN s AWS reaccelerates to +25% top line growth while being a +$100B business"  
[X Link](https://x.com/anyuser/status/1831689661896397269)  2024-09-05T13:43Z 72.5K followers, 79K engagements


"I said it before and Ill say it again investors are sleeping on $ORCL. One of the most pure AI plays IMO. My third largest portfolio position now"  
[X Link](https://x.com/anyuser/status/1834330637911609654)  2024-09-12T20:37Z 72.5K followers, 446K engagements


"Damn. $META Orion AR smartglasses are CRAZY. No cable light weight normal looking glasses wristbase neural interface custom $META silicon. This is what investing in innovation brings. Welcome to the AR age"  
[X Link](https://x.com/RihardJarc/status/1839001112705171619)  2024-09-25T17:56Z 72.5K followers, 61K engagements


"The long-term AI chip play is not $NVDA its $TSM"  
[X Link](https://x.com/RihardJarc/status/1846818688189526504)  2024-10-17T07:41Z 72.5K followers, 191.6K engagements


"Interview with a Former high-ranking $NVDA employee. Some valuable insights on the future of the AI chip industry including $NVDA: [--]. He thinks one of the main problems in the industry is $TSM and its limited supply. He believes a big part of why $NVDA can charge +$30.000 is because $TSM cannot make all the chips for other designers as it is a bottleneck. [--]. In the end companies will care most about tokens per second per dollar and not care what chip it runs on. [--]. He thinks $NVDA's CUDA is a big advantage in high-performance computing. But he also mentions that most developers for AI use"  
[X Link](https://x.com/RihardJarc/status/1846912757439901838)  2024-10-17T13:54Z 72.5K followers, 324.7K engagements


"At the end of the day we all feel the pain of selling something too early. The reaction of +$30B net worth Masayoshi Son's selling of $NVDA feels relatable"  
[X Link](https://x.com/RihardJarc/status/1856740682779541518)  2024-11-13T16:47Z 72.5K followers, 326.3K engagements


"$META plans to build a $10B subsea cable spanning across the world. Some people still dont get it. $META is not a social media company. Never doubt Zucks ability to see where the puck is going"  
[X Link](https://x.com/anyuser/status/1862483845813067841)  2024-11-29T13:08Z 72.5K followers, 102K engagements


"I have opened a position in $GOOGL again. As per my last article the Search disruption risk seems well-priced in the current valuation. GCP is in a great position given $GOOGL's strong TPU development. On top of that $GOOGL just announced its breakthrough quantum chip"  
[X Link](https://x.com/RihardJarc/status/1866204050577817851)  2024-12-09T19:31Z 72.5K followers, 135.2K engagements


"Probably not what you want to hear if you are $NVDA. $MSFT CEO said they are not supply-constrained when it comes to chips"  
[X Link](https://x.com/RihardJarc/status/1867296437102411893)  2024-12-12T19:52Z 72.5K followers, 314.5K engagements


"$NVDA's Singapore revenue in the last quarter was $7.7B (+185% YoY) more than half of its U.S. revenue. Let's not pretend the U.S. is the only region with chip access"  
[X Link](https://x.com/RihardJarc/status/1884263865703358726)  2025-01-28T15:34Z 72.5K followers, 137K engagements


"$META a damn money printer with 48% operating margin. 👀"  
[X Link](https://x.com/anyuser/status/1884721095443370423)  2025-01-29T21:51Z 72.5K followers, 55.9K engagements


"$META is really the only Big Tech company that "got fit" and addressed the bloated cost structure caused by the pandemic. Zuck's execution is something to behold:"  
[X Link](https://x.com/RihardJarc/status/1885027744653664477)  2025-01-30T18:10Z 72.5K followers, 58.3K engagements


"An interesting interview with a Former $AMD employee on $NVDA $AMD ASICs and the DeepSeek ramifications: [--]. He thinks the gap between $NVDA and $AMD is constant. The problem for $AMD is in its software capabilities and $NVDA's entrenchment with CUDA. $AMD has focused heavily on software in the last five years; changes are visible but it still hasn't caught up to $NVDA. [--]. Even though $AMD has CUDA translators the problem he sees is latency. When you have a CUDA-optimized code that needs to go through a translator it is not efficient and you have latency and other problems. He gives the"  
[X Link](https://x.com/RihardJarc/status/1886432612589477984)  2025-02-03T15:12Z 72.5K followers, 107.5K engagements


"$GOOGL just reported their earnings. I am very satisfied with the earnings and have added to my position. The most important things for me: [--]. $GOOGL Search showed stronger resilience than what I expected growing 13% YoY. The longer Search can continue to be strong the more cash flow $GOOGL can generate to feed and route that into the future of Search which is AI Search. [--]. The cloud business under the hood is much stronger than investors give it credit for. The headline number for $GOOGL Cloud was 30% YoY growth which came shy of estimates but: - $GOOGL did mention that GCP inside of the"  
[X Link](https://x.com/RihardJarc/status/1887171879347052826)  2025-02-05T16:10Z 72.5K followers, 152.7K engagements


"Some really insightful comments from an interview with a Former $NVDA engineer specifically on HBM: [--]. He hints that $NVDA is also now on the inference side starting to tailor GPUs and their server-level chips to focus more on transformer and large language models. He also mentions the importance of memory with inference. [--]. He thinks that if an $NVDA competitor is 1-2 times the performance of $NVDA it is not enough as it has to be 5-10 times better for companies to be willing to switch away from CUDA and build a software ecosystem around it. [--]. The main issues in robotics right now are"  
[X Link](https://x.com/RihardJarc/status/1906728397960581140)  2025-03-31T15:20Z 72.5K followers, 114.6K engagements


"1) Any $META shareholder should be happy that Susan Li is $META's CFO. She recently went on a podcast. Here are two key takes every shareholder should listen to: - First despite Mark's "EBITDA gesture" she decided that $META's main metric is Free Cash Flow and NOT EBITDA"  
[X Link](https://x.com/anyuser/status/1937171594717094302)  2025-06-23T15:31Z 72.5K followers, 364.2K engagements


"Added to $GOOGL today. Yes traditional Search will be disrupted but $GOOGL has other assets that are becoming increasingly more attractive. [--]. GCP with its TPUs might become uniquely valued in the hyperscaler race as the market will shift to severe inference demand once AI agents go mainstream. There is a reason why OpenAI is considering GCP and a reason why Former CTO Mira Murati chose GCP for her startup. [--]. Waymo is finally at a point where it is starting to scale out. The market is increasingly looking like a large and oligopolistic market where Waymo will play a significant role. [--]. As"  
[X Link](https://x.com/RihardJarc/status/1938279329646911909)  2025-06-26T16:52Z 72.5K followers, 121.1K engagements


"Wow $META Zuck is in beast mode. Poaches [--] more key OpenAI employees. The total that we know already at [--]. Maybe Altmans strategy of publicly mentioning that Zuck is offering $100M signing bonuses to OpenAI employees wasnt a good idea"  
[X Link](https://x.com/RihardJarc/status/1939047716606357677)  2025-06-28T19:46Z 72.5K followers, 150.4K engagements


"In the last [--] years $AMZN fulfilment has 22x the number of packages handled per employee while the number of employees per facility has gone down. With AI humanoids & more investment going into AI this will only accelerate. $AMZN's retail margin will surprise investors"  
[X Link](https://x.com/RihardJarc/status/1940429942262841736)  2025-07-02T15:18Z 72.5K followers, 50.6K engagements


"Zuck is a beast. Btw this is head of recruiting at OpenAI and a former $META employee"  
[X Link](https://x.com/anyuser/status/1941106619351490695)  2025-07-04T12:07Z 72.5K followers, 252K engagements


"$GOOGL earnings are out: - Revenue $96.43B (est $93.94B) up 14% YoY - EPS $2.31 (est $2.18) up 22% YoY - Google Cloud rev $13.62B (est $13.14B) up 32% YoY. Cloud ARR +$50B annually. - Operating margin 32% - Net income $28.2B up 19% YoY Great numbers GCP looks super good"  
[X Link](https://x.com/RihardJarc/status/1948112703253348511)  2025-07-23T20:07Z 72.5K followers, 48.5K engagements


"I have increased my portfolio positions in the semiconductor layer recently with $TSM $NVDA and $AMD buys as I believe we are severely underestimating where we are in this AI cycle. We are still in the era where we are looking at AI from a Search information retrieval lens (hence all the focus around LLMs replacing $GOOGL Search etc) but we will soon enter an era where the AI does things (is a worker assistant etc.). The TAM of information retrieval is well known as you can think of something like a $GOOGL Search but the TAM of doing things is an order of magnitude larger and investors have"  
[X Link](https://x.com/RihardJarc/status/1948705604446347639)  2025-07-25T11:23Z 72.5K followers, 51.6K engagements


"$META earnings are out. Revenue $47.25B up 22% YoY Operating income $20.44% up 38% YoY Operating margin expanded to 43% 👀 DAP 3.48B up 6% YoY Capex $66-$72B Big"  
[X Link](https://x.com/anyuser/status/1950649712593547279)  2025-07-30T20:08Z 72.5K followers, 53.4K engagements


"$META just increased net income by 36% YoY to $18.3B. The market about to realize just how big AI is for $META and its core business"  
[X Link](https://x.com/anyuser/status/1950651472145694907)  2025-07-30T20:15Z 72.5K followers, 55.5K engagements


"$META implying a +$100B CapEx for [----]. But the good news for investors is that they showed what AI already does to their bottom line (36% YoY growth) Yes the semi cycle is still early $NVDA $AMD $TSM"  
[X Link](https://x.com/RihardJarc/status/1950658289626419616)  2025-07-30T20:42Z 72.5K followers, 132.5K engagements


"Some great insights from an $MSFT employee working at Azure on the use of $NVDA or $AMD in inference (CUDA networking etc.) : [--]. He mentioned that $NVDA is 2x the performance per dollar versus $AMD right now. He still views $AMD's hardware as behind two generations especially when it comes to interconnected systems like $NVDA's GB200 NVL72. [--]. While each $AMD as a standalone GPU has a slightly higher memory footprint compared to $NVDA the problem is that $NVDA is connecting [--] GPUs while $AMD doesn't have the capability to do that yet. So the argument that $AMD has more memory is in his view"  
[X Link](https://x.com/RihardJarc/status/1952356403185680866)  2025-08-04T13:10Z 72.5K followers, 125.7K engagements


"I added to $AMD on this drop as the quarter was much better than the headline numbers suggest. Here is what you need to know about the quarter. Investors obsessed over a 12% sequential drop in Data Center revenue and a 14% YoY growth for the segment. This segment also includes the AI data center revenue but they are missing two key points here: - First of all the reason for the revenue drop in this segment was because of U.S. export restrictions effectively eliminating MI308 sales to China which caused a $800M inventory write-down for $AMD. This write-down also pressured the margin as $AMD"  
[X Link](https://x.com/RihardJarc/status/1953048447310762015)  2025-08-06T11:00Z 72.5K followers, 85.3K engagements


"$GOOGL showing great execution on its AI product in the last [--] months and is now striking big partnerships. $10B deal for $META to use GCP + now $AAPL exploring the use of $GOOGL Gemini for Siri. $GOOGL has data compute talent sense of urgency and cheap infra a strong combo"  
[X Link](https://x.com/RihardJarc/status/1958978409058488325)  2025-08-22T19:43Z 72.5K followers, 45.9K engagements


"$NVDA Jensen just hinted at possible 50% revenue CAGR for the next few years market estimates no where near there"  
[X Link](https://x.com/anyuser/status/1960824381242065406)  2025-08-27T21:58Z 72.5K followers, 65.8K engagements


"$GOOGL has now made 10x the return in their Anthropic investment in [--] years. The stake is now worth 1% of $GOOGL s market cap or north of $25B"  
[X Link](https://x.com/RihardJarc/status/1962953998920523936)  2025-09-02T19:01Z 72.5K followers, 140.8K engagements


"$GOOGL will not have to sell Chrome. Big news as the browser will be an important part of the AI agent experience IMO"  
[X Link](https://x.com/anyuser/status/1962973998213693580)  2025-09-02T20:20Z 72.5K followers, 38.5K engagements


"In case you missed it on a GS Conference the CEO of $GOOGL Cloud just shared a big stat: - $GOOGL Cloud saw a 28% QoQ growth in new customers. Given the size of GCP already this is beyond impressive"  
[X Link](https://x.com/RihardJarc/status/1966146222789718297)  2025-09-11T14:26Z 72.5K followers, 81.7K engagements


"The market is not ready for this. $META about to open a new category on Wednesday: AI smartglasses"  
[X Link](https://x.com/RihardJarc/status/1967689721431429422)  2025-09-15T20:39Z 72.5K followers, 155.4K engagements


"$GOOGL is in a unique infra position that will benefit them greatly. On the BG2 pod $NVDA's Jensen from the ASICs put $GOOGL's TPU in another category: "Show respect where respect is really deserved." When you get these words from Jensen you know how good TPUs really are"  
[X Link](https://x.com/RihardJarc/status/1971581311841370563)  2025-09-26T14:23Z 72.5K followers, 124.2K engagements


"$GOOGL's Gemini continues to be on the top of the iOS download charts above ChatGPT. And this is not only in the U.S. it is now also in the UK Canada Germany France Italy Spain Brazil and many others. People are still underestimating this"  
[X Link](https://x.com/anyuser/status/1973013443444916576)  2025-09-30T13:13Z 72.5K followers, 34.2K engagements


"$GOOGL's TPUs will in the long run probably turn out to be one of their best investments in history. - $GOOGL processes over [---] quadrillion tokens/month - OpenAI's API processes [---] trillion/month $GOOGL with AI overviews and Gemini is already showing you how cost/effective you can run GenAI with the help of TPUs at enormous scale"  
[X Link](https://x.com/RihardJarc/status/1977735859949482043)  2025-10-13T13:59Z 72.5K followers, 177.2K engagements


"An interview with a former OpenAI employee that came over the weekend confirming my hunch which I already wrote about in the article last week that the biggest friction between OpenAI and $MSFT is around infrastructure capacity: [--]. OAI requests were "leading to massive amounts of CapEx potential that $MSFT would be on the hook for" [--]. "Microsoft is getting a request from its biggest customer/investment that they want an almost inexhaustible amount of GPUs. That's fine in terms of predicting your demand for a one-year period from today say but what about in the year [----] when you end up having"  
[X Link](https://x.com/RihardJarc/status/1977743106997928445)  2025-10-13T14:27Z 72.5K followers, 119K engagements


"$GOOGL is the only frontier LLM provider that has the full stack already in place & working (distribution AI model data own cloud TPUs). If $GOOGL wins the consumer LLM race it is not only bad for OAI but also for $NVDA. $GOOGL is the only one not totally beholden to $NVDA"  
[X Link](https://x.com/RihardJarc/status/1978821636963885074)  2025-10-16T13:53Z 72.5K followers, 57.8K engagements


"OpenAI still has a big majority of GenAI Traffic market share but $GOOGL's Gemini has taken significant market share over the last few months growing from the 5% range to 12.9% today"  
[X Link](https://x.com/anyuser/status/1979895399818354883)  2025-10-19T13:00Z 72.5K followers, 129.8K engagements


"$GOOGL earnings are out: - Revenue $102.35B up 16% YoY (estimates $99.89B) - Net income up 33% EPS increased 35% YoY to $2.87 - $GOOGL Cloud $15.2B up 34% YoY - [----] CapEx guide to $91-$93B - Gemini processing 7B tokens per minute Gemini App with over 650M users WOW"  
[X Link](https://x.com/RihardJarc/status/1983626297915142404)  2025-10-29T20:05Z 72.5K followers, 88.5K engagements


"$AAPL growing 8% and trading at a 40x P/E will never feel normal to me. I guess I am the outlier"  
[X Link](https://x.com/anyuser/status/1984001931556352313)  2025-10-30T20:58Z 72.5K followers, 99K engagements


"Just bought some $META. As most of you know I have been reducing my $META position in the weeks before $META's earnings as I was worried about the CapEx bomb that I expected Zuck to drop. The fundamental earnings results from $META were above my expectations and just show how good $META's FOA is. At the same time Zuck is going nuclear in trying to grow an OAI inside the company which is very expensive to do. The stock is down 20% from those levels as investors are starting to digest that for the next [--] years we might see flat or even negative net income growth as Zuck is investing heavily in"  
[X Link](https://x.com/anyuser/status/1986836453867868252)  2025-11-07T16:41Z 72.5K followers, 126.4K engagements


"As $GOOGL is one of my biggest positions the fact that "Buffet" is now an investor as well is of course good news (although it was probably more of a Greg Abel call at this point than Buffet). The much more important thing for $GOOGL will be its Gemini [---]. launch. My expectations are high as $GOOGL has a great chance right now to overtake the whole AI narrative and claim the number one spot. $GOOGL is also the only full vertical AI company (frontier model distribution first party data cloud infrastructure hardware - TPUs). If it wins it can capture significant profits across the entire"  
[X Link](https://x.com/RihardJarc/status/1989753364851106080)  2025-11-15T17:52Z 72.5K followers, 111K engagements


"The reason why $GOOGL TPUs are so powerful vs the alternatives is that $GOOGL realized back in [----] that they don't want to be beholden to $NVDA for AI inference workloads. $GOOGL purchased [-----] $NVDA GPUs at $130M in [----] to power their first AI workloads. However they quickly recognized the high cost of running those AI workloads at scale so they hired a highly talented team to develop TPUs focusing on making them significantly more performant and cost-effective for AI workloads compared to GPUs. This is the real sustainable first-mover advantage in the AI race that investors should focus"  
[X Link](https://x.com/RihardJarc/status/1990449006095249519)  2025-11-17T15:56Z 72.5K followers, 355.8K engagements


"So many narratives are at play here at the $MSFT & $NVDA & Anthropic partnership IMO: [--]. $NVDA saw Anthropic do a deal with $GOOGL TPUs & $AMZN Trainium so it had to make sure Anthropic will use $NVDA [--]. $MSFT showing that its fate is not dependent on OpenAI. [--]. Anthropic is showing investors that it too can make splashy partnerships and letter of intent orders. [--]. And for all of them making this release on the date of $GOOGL's Gemini [---]. Because if $GOOGL wins all three would have issues. [--] PRINT "ANTHROPIC + MICROSOFT + NVIDIA = MORE COMPUTE COGNITION AND CHOICE." https://t.co/oNAhstOY3l"  
[X Link](https://x.com/RihardJarc/status/1990803268373504077)  2025-11-18T15:24Z 72.4K followers, 94.1K engagements


"$INTC's headline results especially guidance for Q1 don't look good but after going through the call there is a lot more good than some may think. The main reason why $INTC missed its Q1 guide is that they don't have enough of their CPU supply: "As we enter [----] our buffer inventory is depleted and the mix shift in wafers towards servers which began in Q3 will not come out of fab until late Q1 '26. As a result and as we stated last quarter our internal supply constraints are most acute in Q1." There is a CPU shortage. The main reason is that they didn't expect this demand for CPUs as it began"  
[X Link](https://x.com/RihardJarc/status/2014663083990421945)  2026-01-23T11:34Z 72.5K followers, 51.1K engagements

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