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# ![@SanCompounding Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1000030068452876288.png) @SanCompounding Sandeep Anand

Sandeep Anand posts on X about $crwv, $nbis, ai, $cifr the most. They currently have XXXXX followers and 1396 posts still getting attention that total XXXXX engagements in the last XX hours.

### Engagements: XXXXX [#](/creator/twitter::1000030068452876288/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1000030068452876288/c:line/m:interactions.svg)

- X Week XXXXXX -XXXX%
- X Month XXXXXX -XX%
- X Months XXXXXXX +136%
- X Year XXXXXXX -XX%

### Mentions: X [#](/creator/twitter::1000030068452876288/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1000030068452876288/c:line/m:posts_active.svg)

- X Week XX -XX%
- X Month XXX -XX%
- X Months XXX +55%
- X Year XXX +50%

### Followers: XXXXX [#](/creator/twitter::1000030068452876288/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1000030068452876288/c:line/m:followers.svg)

- X Week XXXXX +0.73%
- X Month XXXXX +2.30%
- X Months XXXXX +22%
- X Year XXXXX +39%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::1000030068452876288/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1000030068452876288/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [technology brands](/list/technology-brands)  [finance](/list/finance)  [automotive brands](/list/automotive-brands)  [countries](/list/countries)  [cryptocurrencies](/list/cryptocurrencies)  [currencies](/list/currencies)  #3343 [fashion brands](/list/fashion-brands) 

**Social topic influence**
[$crwv](/topic/$crwv) #55, [$nbis](/topic/$nbis) #96, [ai](/topic/ai), [$cifr](/topic/$cifr) #79, [$crdo](/topic/$crdo) #70, [$alab](/topic/$alab), [future](/topic/future), [$net](/topic/$net), [$meta](/topic/$meta), [meta](/topic/meta)

**Top accounts mentioned or mentioned by**
[@ftrinvestors](/creator/undefined) [@jonahlupton](/creator/undefined) [@openai](/creator/undefined) [@stocksavvyshay](/creator/undefined) [@xai](/creator/undefined) [@kyleadamsstocks](/creator/undefined) [@nvidia](/creator/undefined) [@investianalyst](/creator/undefined) [@thexcapitalist](/creator/undefined) [@ivanaspear](/creator/undefined) [@anthropicai](/creator/undefined) [@eugenengvcap](/creator/undefined) [@qualitystocksa](/creator/undefined) [@chriscamillo](/creator/undefined) [@paypal](/creator/undefined) [@bigbullcap](/creator/undefined) [@stockmktnewz](/creator/undefined) [@dingies](/creator/undefined) [@quartrapp](/creator/undefined) [@longequity](/creator/undefined)

**Top assets mentioned**
[CoreWeave, Inc. (CRWV)](/topic/$crwv) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [Credo Technology Group Holding Ltd Ordinary Shares (CRDO)](/topic/$crdo) [Astera Labs, Inc. Common Stock (ALAB)](/topic/$alab) [Cloudflare, Inc. (NET)](/topic/$net) [Metadium (META)](/topic/$meta) [Tesla, Inc. (TSLA)](/topic/$tsla) [XIAOMI CORP (XIACF)](/topic/$xiacf) [Alibaba Group (BABA)](/topic/$baba) [IREN Limited (IREN)](/topic/$iren) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Microsoft Corp. (MSFT)](/topic/microsoft) [Boyd Gaming Corporation (BYD)](/topic/$byd) [TeraWulf Inc. (WULF)](/topic/$wulf) [501 (32)](/topic/$32) [Lumentum Holdings Inc. Common Stock (LITE)](/topic/$lite) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Fiserv, Inc. (FI)](/topic/$fi) [Novo-Nordisk (NVO)](/topic/$nvo) [aelf (ELF)](/topic/$elf) [Nike Inc (NKE)](/topic/$nke) [Duolingo, Inc. Class A Common Stock (DUOL)](/topic/$duol) [Celsius Holdings, Inc. Common Stock (CELH)](/topic/$celh) [UnitedHealth Group (UNH)](/topic/$unh) [On Holding AG (ONON)](/topic/$onon) [Elcoin (EL)](/topic/$el) [Centene Corp (CNC)](/topic/$cnc) [Chipotle Mexican Grill, Inc. (CMG)](/topic/$cmg) [4 (FOUR)](/topic/$four) [Deckers Outdoor, Corp. (DECK)](/topic/$deck) [Applovin Corporation (APP)](/topic/$app) [Bank of America (BAC)](/topic/bank-of-america)
### Top Social Posts
Top posts by engagements in the last XX hours

"why $IREN Is not in my below list of Super X AI It could be a great company no doubt. but am skeptical abt X things about Neoclouds X. Customer concentration risk X. High leverage or dilution (market hates it) $CRWV also has high gearing ratio but am comfortable with Nvidias $XXX billion "backstop" agreement. Also $NVDA has a X% stake in CoreWeave $CIFR also has $XXX backstop agreement via Fluidstack by Google. also $GOOGL has XXX% stake in $CIFR $NBIS has lowest gearing ratio among neoclouds and has Assets like Avride Toloka Clickhouse. Look for equity dilution risks and invest accordingly"  
[X Link](https://x.com/SanCompounding/status/1996206255380078958)  2025-12-03T13:13Z 3304 followers, XXX engagements


"$NBIS Signed an $X billion agreement todeliver AIinfrastructure to$META . $NBIS expect tohave over XXX GWofcontracted power bythe end of2026 including 800MWto1GWofconnected power. Nebius' total deal size for the next X years is estimated to be $XXXX billion with a potential increase to $XXXX billion if Microsoft exercises additional capacity. The company expects to generate $7-9 billion in ARR by the end of 2026 and $NBIS is trading at $XX billion market cap. Nebius is having rapid growth with revenue jumping XXX% year-over-year to $XXX million in Q3 2025"  
[X Link](https://x.com/SanCompounding/status/1997117169759334776)  2025-12-06T01:33Z 3303 followers, XXX engagements


"AI WILL DISPLACE CODERS IN XX MONTHS EMBODIED AI WILL DISPLACE PHYSICAL JOBS X Profound Messages From Best X CEOs Out There. $TSLA $XIACF $MSFT $META"  
[X Link](https://x.com/SanCompounding/status/1917616022510788955)  2025-04-30T16:24Z 3309 followers, XXX engagements


"$BYD AND $XIACF OVERTAKES $TSLA as favorite Brand Choice in China UBS Tesla down to XX% from XX% in EV Brand Choice"  
[X Link](https://x.com/SanCompounding/status/1927750795807666425)  2025-05-28T15:36Z 3309 followers, XXX engagements


"Well said. These are highly carry-sensitive (cost of debt) companies where gearing ratio can hurt if gone wrong $CRWV - Gearing ratio XXXX ( Highest) - But Nvidia stake is a relief $NBIS - Gearing ratio XXXX (lowest leverage) $CIFR - Gearing ratio of XXXX - but healthy liquidity (current ratio 2.49) $WULF - Gearing ratio of XXXX - but quick ratio XXXX signals alert ⚠ $IREN - Gearing ratio of XXXX but has $427M cash"  
[X Link](https://x.com/SanCompounding/status/1994103359985381803)  2025-11-27T17:57Z 3304 followers, XXX engagements


"Neoclouds are highly carry-sensitive (cost of debt) companies where gearing ratio can hurt if gone wrong Neoclouds as a group exhibit high gearing with aggregate 'debt' exceeding $XX billion across major X players $CRWV - Gearing ratio XXXX ( Highest) - But Nvidia stake is a relief $NBIS - Gearing ratio XXXX (lowest leverage) $CIFR - Gearing ratio of XXXX - but healthy liquidity (current ratio 2.49) $WULF - Gearing ratio of XXXX - but quick ratio XXXX signals alert ⚠ $IREN - Gearing ratio of XXXX but has $427M cash on books"  
[X Link](https://x.com/SanCompounding/status/1994104894949888360)  2025-11-27T18:03Z 3304 followers, XXX engagements


"Very true. Its barely scratching the surface. Some new photonic chips aim to cut the energy use for AI by a factor of 100X or even 1000X for specific tasks. 🏢 Companies and Light-Based AI Connectivity Products X. Lumentum $LITE and Coherent $COHR(The Optical Component Leaders) Products: They supply high-speed lasers (like Indium Phosphide or InP-based lasers) and photonic integrated circuits (PICs) that are integrated into data center networking equipment. AI Focus: They are crucial in the shift to 800G and XXX Terabit/second (Tbps) optical transceivers. Lumentum also focusing on Co-Packaged"  
[X Link](https://x.com/SanCompounding/status/1996766459876217273)  2025-12-05T02:19Z 3314 followers, XXX engagements


"HOW TO GET ASYMMETRIC RETURNS ON EXTREME VALUE I would Buy a basket of leaps 2028 for $25K ( $1000 each) . The basket might 10X from here 🚀 TOP QUALITY COMPANIES FALL FROM XX WEEK HIGH:: $PYPL -XX% $EL -XX% $FI -XX% $NVO -XX% $ELF -XX% $NKE -XX% $DECK -XX% $DUOL -XX% $CNC -XX% $CELH -XX% $CMG -XX% $UNH -XX% $FOUR -XX% $ONON -XX% $CRWV -XX% $HIMS -XX% $ALAB -XX% $FICO -XX% $META -XX% $NBIS -XX% $RACE -XX% $NFLX -XX% $CRDO -15%"  
[X Link](https://x.com/SanCompounding/status/1987361321751331088)  2025-11-09T03:27Z 3314 followers, XXX engagements


"$CRDO Blockbuster growth 🚀 Revenue of $XXXXX million grew by XXXX% quarter over quarter and XXXXX% year over year GAAP gross margin of XXXX% and non-GAAP gross margin of XXXX% $CRDO recently announced ZeroFlap Optics ALCs and OmniConnect gearbox solutions thats growing triple digits 🎯 Credo is expanding AEC adoption from intra-rack to rack-to-rack architectures with the company claiming 1000x better reliability than optical solutions 📶"  
[X Link](https://x.com/SanCompounding/status/1995614905819414872)  2025-12-01T22:04Z 3314 followers, XXX engagements


"My AI Super X driving the future of AI growth in X slide : $CRDO $ALAB $NET $CRWV $NBIS $CIFR"  
[X Link](https://x.com/SanCompounding/status/1995671777901772958)  2025-12-02T01:50Z 3315 followers, 17.2K engagements


"🎯 $APP is crushing it in e-commerce Bank of America Securities analyst Dessouky sees Axons ecommerce push shifting from early experimentation to visible adoption Based on third-party tracking Dessouky estimates Axons pixel footprint across ecommerce merchant sites rose about XX% month over month in November lifting total installs to roughly 3500 merchants by November (up from XXX on September). $SHOP merchants drove close to XX% of new pixel installations"  
[X Link](https://x.com/SanCompounding/status/1996289771346542667)  2025-12-03T18:45Z 3315 followers, 18.4K engagements


"Alibaba "Cloud Intelligence Group" is now the fastest-growing major division of Alibaba. The market is beginning to re-rate $BABA based on AI-Factor: X. Alibaba Cloud Valuation: $XX Billion $XXX Billion Based on AWS and Azure peer valuations if Alibaba Cloud were a standalone public company today its valuation would likely be Current Revenue Run Rate: $XXXX Billion USD annually (based on recent quartera $5.6Billion/quarter) Growth Rate: XX% year-over-year - accelerating significantly from previous single digits driven by AI Valuation Multiple: Analysts apply a 3x 5x sales multiple to this"  
[X Link](https://x.com/SanCompounding/status/1998055093917086016)  2025-12-08T15:40Z 3315 followers, XXX engagements


"Alibaba "Cloud Intelligence Group" is now the fastest-growing major division of Alibaba. The market is beginning to re-rate $BABA based on AI-Factor: X. Alibaba Cloud Valuation: $XX Billion $XXX BillionBased on AWS and Azure peer valuations if Alibaba Cloud were a standalone public company today its valuation would likely be Current Revenue Run Rate: $XXXX Billion USD annually (based on recent quartera $5.6Billion/quarter) Growth Rate: XX% year-over-year - accelerating significantly from previous single digits driven by AI Valuation Multiple: Analysts apply a 3x 5x sales multiple to this"  
[X Link](https://x.com/SanCompounding/status/1998087477555241400)  2025-12-08T17:49Z 3315 followers, 3446 engagements