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# ![@SouthernValue95 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1142421861176942592.png) @SouthernValue95 SouthernValue

SouthernValue posts on X about $comp, infrastructure, gdp growth, $nvda the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXXX engagements in the last XX hours.

### Engagements: XXXXXX [#](/creator/twitter::1142421861176942592/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1142421861176942592/c:line/m:interactions.svg)

- X Week XXXXXXX +5,459%
- X Month XXXXXXX +184%
- X Months XXXXXXXXX +78%
- X Year XXXXXXXXX +1.40%

### Mentions: XX [#](/creator/twitter::1142421861176942592/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1142421861176942592/c:line/m:posts_active.svg)

- X Week X +14%
- X Month XX -XX%
- X Months XXX +4.70%
- X Year XXX -XX%

### Followers: XXXXXX [#](/creator/twitter::1142421861176942592/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1142421861176942592/c:line/m:followers.svg)

- X Week XXXXXX +0.48%
- X Month XXXXXX +0.71%
- X Months XXXXXX +10%
- X Year XXXXXX +24%

### CreatorRank: XXXXXXX [#](/creator/twitter::1142421861176942592/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1142421861176942592/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1142421861176942592/influence)
---

**Social category influence**
[finance](/list/finance)  #5390 [stocks](/list/stocks)  #5532 [technology brands](/list/technology-brands)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [vc firms](/list/vc-firms)  XXXX%

**Social topic influence**
[$comp](/topic/$comp) #3, [infrastructure](/topic/infrastructure) #1127, [gdp growth](/topic/gdp-growth) #291, [$nvda](/topic/$nvda) #597, [infra](/topic/infra) #33, [nvda](/topic/nvda) #24, [summary](/topic/summary) #77, [applications](/topic/applications) 1.56%, [$arkk](/topic/$arkk) 1.56%, [inflation](/topic/inflation) XXXX%

**Top accounts mentioned or mentioned by**
[@bondkingjanush1](/creator/undefined) [@rev_cap](/creator/undefined) [@thetoewsera](/creator/undefined) [@revcap](/creator/undefined) [@ericjhonsa](/creator/undefined) [@delmartian28](/creator/undefined) [@apewithsymbols](/creator/undefined) [@dragulacapital](/creator/undefined) [@j3owcap](/creator/undefined) [@slicetransverse](/creator/undefined) [@barryschwartzbw](/creator/undefined) [@lostfundamental](/creator/undefined) [@nuancerocket](/creator/undefined) [@bluthcapital](/creator/undefined) [@dps_86](/creator/undefined) [@evrgn11112231](/creator/undefined) [@mcapcompounder](/creator/undefined) [@munger_disciple](/creator/undefined) [@thomabravo](/creator/undefined) [@dynamicmoats](/creator/undefined)

**Top assets mentioned**
[Compound (COMP)](/topic/$comp) [NVIDIA Corp. (NVDA)](/topic/$nvda) [ARK Innovation ETF (ARKK)](/topic/$arkk) [Oracle Corporation (ORCL)](/topic/$orcl) [Advanced Micro Devices (AMD)](/topic/$amd) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Apple, Inc. (AAPL)](/topic/$aapl) [Cream (CRM)](/topic/$crm) [HUBSPOT, INC. (HUBS)](/topic/$hubs) [Horizen (ZEN)](/topic/$zen) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Okta Inc (OKTA)](/topic/$okta) [Docusign Inc (DOCU)](/topic/$docu)
### Top Social Posts [#](/creator/twitter::1142421861176942592/posts)
---
Top posts by engagements in the last XX hours

"You are quoting yourself:"  
[X Link](https://x.com/SouthernValue95/status/1979912165273260519) [@SouthernValue95](/creator/x/SouthernValue95) 2025-10-19T14:06Z 14.3K followers, 3903 engagements


"Kathie Wood: X% GDP growth will double to X% and thats conservative with zero % inflation or less. Why Robotics Energy storage AI Blockchain Multiomic Sequencing. Incredible levels of confidence for Kathie Wood doing this AGAIN after spectacularly blowing up in 2021 AND missing the next cycle ($ARKK still -XX% below ATH)"  
[X Link](https://x.com/SouthernValue95/status/1978089110771233198) [@SouthernValue95](/creator/x/SouthernValue95) 2025-10-14T13:22Z 14.3K followers, 3014 engagements


"Johns of Bleecker Street announcing they will invest in 10GW of GPU AI infrastructure by 2030 supported by an investment from $NVDA"  
[X Link](https://x.com/SouthernValue95/status/1978536021764583469) [@SouthernValue95](/creator/x/SouthernValue95) 2025-10-15T18:58Z 14.3K followers, 72K engagements


"Spending by other megacaps building AI infra will be correlated to OAI on the up and down. All the downstream industrial and hardware companies benefitting form the AI boom (energy / power / cooling / non-res construction / memory / storage) share some amount of this VC-like risk to 3-5yr forecasts. The S&P XXX global GDP basically all riding on Sama finding a path to $200B by 2030 more or less. It might work out but its terrifying"  
[X Link](https://x.com/SouthernValue95/status/1979414103421604075) [@SouthernValue95](/creator/x/SouthernValue95) 2025-10-18T05:07Z 14.3K followers, 2907 engagements


"@LostFundamental @rev_cap Id caution shorting early/mid stages of a bubble. The mega caps are not close to tapped out for capital. Current admin wants buildout bubble to prop up GDP growth. This can keep going for a while"  
[X Link](https://x.com/SouthernValue95/status/1979663048165204331) [@SouthernValue95](/creator/x/SouthernValue95) 2025-10-18T21:37Z 14.3K followers, XX engagements


"What did the referenced $COMP call actually say (source material below) Theyre saying they can get additional $50-75m in opex savings from process improvements in agent productivity engineering productivity and broker support And saying because they have their own platform they can better leverage agentic AI than competitors who are on 3p platforms not that they are reducing 3p software spend"  
[X Link](https://x.com/SouthernValue95/status/1979917128896798762) [@SouthernValue95](/creator/x/SouthernValue95) 2025-10-19T14:26Z 14.3K followers, 2125 engagements


"Stocks like $NVDA $AMD $ORCL $AVGO may still be reasonable/cheap looking out to 2030 on numbers that assume OpenAI's massive AI infra projects get funded and built but it is also rational for markets to apply very high VC-like discount rates to those out year FCF. OpenAI needing to 15x revenue in 5yrs to fund the buildout is basically VC-type risk and there is significant funding risk at every step along the way as OAI's burn rate is getting worse not better as it grows. This persistent funding risk leaves the AI bull case constantly vulnerable to a system shock like higher rates a recession"  
[X Link](https://x.com/SouthernValue95/status/1979414100548403583) [@SouthernValue95](/creator/x/SouthernValue95) 2025-10-18T05:07Z 14.3K followers, 69.8K engagements


"Josh - you said here that you read a transcript where a public company was going from XX SaaS vendors to X. The Compass earnings call you are referring to didnt say that - you are quoting your own prior tweet which was an inaccurate summary of the transcript (did you read the whole thing)"  
[X Link](https://x.com/SouthernValue95/status/1979910131136831604) [@SouthernValue95](/creator/x/SouthernValue95) 2025-10-19T13:58Z 14.3K followers, 46.4K engagements


"A job posting for a $CRM system engineer $COMP is hiring for shows they continue to invest in integrating their internal platform with many best of breed SaaS tools like $CRM $HUBS $JEAM (Jira and Confluence) $GOOG workspace $OKTA $ZEN $DOCU"  
[X Link](https://x.com/SouthernValue95/status/1979918005996863628) [@SouthernValue95](/creator/x/SouthernValue95) 2025-10-19T14:30Z 14.3K followers, 3079 engagements


"Cc: @gromitcap for pointing out @wolfejosh was way off base w/ his original 10/9 tweet. Not sure if he was intentionally misleading on stage saying the transcript said $COMP was reducing vendors from XX to X or if he truly internalized that prior inaccurate summary as being source material. Anyways always take pundit views w/ a grain of salt everyone talks their own book and public statements are often more for marketing purposes than to objectively engage and learn on a topic. Always pays to roll up your sleeves and do the work to separate reality from narrative"  
[X Link](https://x.com/SouthernValue95/status/1979920183343878326) [@SouthernValue95](/creator/x/SouthernValue95) 2025-10-19T14:38Z 14.3K followers, 3062 engagements