# ![@The_AI_Investor Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1307411656784277504.png) @The_AI_Investor The AI Investor

Nvidia CEO Jensen Huang recently addressed the China market ban and the company's global growth at the APEC CEO Summit, showcasing his ability to attract global media attention. Huang also discussed Nvidia's AI platform and its expanding presence in various markets. Meanwhile, Nvidia has secured significant partnerships, including a $9.7 billion deal with Microsoft and a collaboration with Deutsche Telekom to build an AI factory in Europe.

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### Social Influence

**Social category influence**
[finance](/list/finance)  #6955 [technology brands](/list/technology-brands)  60% [stocks](/list/stocks)  #5482 [celebrities](/list/celebrities)  9.14% [automotive brands](/list/automotive-brands)  6.29% [countries](/list/countries)  3.43% [currencies](/list/currencies)  2.29% [cryptocurrencies](/list/cryptocurrencies)  1.14% [fashion brands](/list/fashion-brands)  1.14% [financial services](/list/financial-services)  0.57%

**Social topic influence**
[ai](/topic/ai) #3555, [$nvda](/topic/$nvda) #956, [nvda](/topic/nvda) #212, [open ai](/topic/open-ai) #3245, [$googl](/topic/$googl) 10.29%, [stocks](/topic/stocks) #4126, [future](/topic/future) 4.57%, [meta](/topic/meta) 4.57%, [$msft](/topic/$msft) #355, [more than](/topic/more-than) 4%

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[@grok](/creator/undefined) [@dominach](/creator/undefined) [@peakerplantz69](/creator/undefined) [@majorocelot45](/creator/undefined) [@cajunpies](/creator/undefined) [@bullbearalpha](/creator/undefined) [@nilsonios](/creator/undefined) [@rileyisbuilding](/creator/undefined) [@geopoli_tikus](/creator/undefined) [@ajsaintwarrior](/creator/undefined) [@confusedpols](/creator/undefined) [@jeffreyleefunk](/creator/undefined) [@jonahlupton](/creator/undefined) [@adgiachino](/creator/undefined) [@kevinbcook](/creator/undefined) [@rouleurcapital](/creator/undefined) [@evilspoon007](/creator/undefined) [@kimeedee_](/creator/undefined) [@nooneatnowhere](/creator/undefined) [@proctooor](/creator/undefined)

**Top assets mentioned**
[NVIDIA Corp. (NVDA)](/topic/$nvda) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Microsoft Corp. (MSFT)](/topic/$msft) [Tesla, Inc. (TSLA)](/topic/tesla) [Apple, Inc. (AAPL)](/topic/$aapl) [Oracle Corporation (ORCL)](/topic/$orcl) [CoreWeave, Inc (CRWV)](/topic/$crwv) [Iris Energy Limited (IREN)](/topic/$iren) [Metadium (META)](/topic/$meta) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Micron Technology, Inc. (MU)](/topic/$mu) [Morgan Stanley (MS)](/topic/morgan-stanley) [Applied Digital Corp. (APLD)](/topic/$apld) [Walmart, Inc. (WMT)](/topic/$wmt) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Bitcoin (BTC)](/topic/$btc) [Sandisk Corporation (SNDK)](/topic/$sndk) [TMC the metals company Inc. Common Stock (TMC)](/topic/$tmc) [MP Materials Corp. (MP)](/topic/$mp) [Energy Fuels Inc. (UUUU)](/topic/$uuuu) [Critical Metals Corp. Ordinary Shares (CRML)](/topic/$crml) [USA Rare Earth, Inc. Class A Common Stock (USAR)](/topic/$usar)
### Top Social Posts
Top posts by engagements in the last [--] hours

"How is $NVDA down after this comment from Elon many people aren't paying attention. "I'm incredibly impressed by NVIDIA's execution and the capability of their hardware. And what we are seeing is that the demand for NVIDIA hardware is so high that it's often difficult to get the GPUs. I'm quite concerned about actually being able to get steady out NVIDIA GPUs and when we want them.""  
[X Link](https://x.com/The_AI_Investor/status/1816184537820344806)  2024-07-24T18:51Z 72.5K followers, 70.3K engagements


"People who still think AI is hype you just dont get it. Listen to Eric Schmidt's exmples to understand how powerful it is. Don't assume you are smarter than Elon Mark Jensen Eric S etc. $NVDA"  
[X Link](https://x.com/The_AI_Investor/status/1823530468840759486)  2024-08-14T01:21Z 72.4K followers, 1.2M engagements


"The AI race goes on. Listen to Larry Ellison explaining the crazy demand for AI. We are good (demand) till at least [----]. $NVDA $ORCL"  
[X Link](https://x.com/The_AI_Investor/status/1834773985990451509)  2024-09-14T01:59Z 72.4K followers, 216.8K engagements


"Jensen explaining Nvidia in less than 30s. Everyone must watch. $NVDA"  
[X Link](https://x.com/The_AI_Investor/status/1838395273661350119)  2024-09-24T01:49Z 72.4K followers, 629.4K engagements


"Understanding Blackwell in [--] seconds. $NVDA"  
[X Link](https://x.com/The_AI_Investor/status/1855343527586312517)  2024-11-09T20:15Z 72.4K followers, 176.4K engagements


"I am very concerned that $NVDA may not continue growing at 50% to justify its multiple of [--] next year. Meanwhile Im excited to buy $TSLA at next year multiple of [---] because it could generate banana money from AI in the future. Im also excited to buy $BTC at $104057 because Ive heard it could reach $1M even if it doesn't generate any cash for me next buyers will pay more I am sure"  
[X Link](https://x.com/The_AI_Investor/status/1885169822553825653)  2025-01-31T03:34Z 72.4K followers, 228.8K engagements


"Jensen just ended the Nvidia vs. ASIC debate for good. Just listen to this carefully show it to anyone who brings it up"  
[X Link](https://x.com/The_AI_Investor/status/1902594941140004929)  2025-03-20T05:35Z 72.4K followers, 251.2K engagements


"Interesting list created by Morgan Stanley more in the post below. '  : s $TMC TMC the Metals Company $UAMY United States Antimony $MP MP Materials $USAR USA Rare Earth $IDR Idaho Strategic Resources $NB NioCorp $UUUU Energy Fuels $CRML Critical Metals https://t.co/MF3YEIWL8e '  : s $TMC TMC the Metals Company $UAMY United States Antimony $MP MP Materials $USAR USA Rare Earth $IDR Idaho Strategic Resources $NB NioCorp $UUUU Energy Fuels $CRML Critical Metals https://t.co/MF3YEIWL8e"  
[X Link](https://x.com/The_AI_Investor/status/1977246744066072603)  2025-10-12T05:35Z 72.4K followers, 318.5K engagements


"Jensen Huang Delivers NVIDIAs Newly Launched DGX Spark Petaflop AI Supercomputer Lands at SpaceX"  
[X Link](https://x.com/The_AI_Investor/status/1977916616504443043)  2025-10-14T01:57Z 72.4K followers, 324K engagements


"Hey Jensen what are you doing there boss We have $NVDA earnings call tmr 😂"  
[X Link](https://x.com/The_AI_Investor/status/1990985582936535409)  2025-11-19T03:28Z 72.5K followers, 242.5K engagements


"Wow November AI server boom: - Wistron: NT$280.6B (US$9.2B) +195% YoY +51.6% MoM - Quanta: NT$192.9B +36.5% YoY +11.4% MoM - Wiwynn: NT$96.9B +159% YoY +6.2% MoM Michael Burry must be busy fighting the $NVDA bull trend. Three top AI server makers Wistron Quanta and Wiwynn all reported record high monthly sales for November media report as shipments of servers based on Nvidia Blackwell Ultra Google TPUs AWS Trainium chips etc. ramp up: -Wistron NT$280.6 billion (US$9.2 billion) up 195% Three top AI server makers Wistron Quanta and Wiwynn all reported record high monthly sales for November"  
[X Link](https://x.com/The_AI_Investor/status/1998224618432381193)  2025-12-09T02:54Z 72.5K followers, 21.6K engagements


"Insane [--] years out of order visibility from AI server ODMs such as Quanta Wistron and Wiwynn (through 2027). This is shocking for NVDA bears as many of them expected demand to collapse since [----]. Server ODMs remain bullish through the end of [----] despite bubble concerns Although AI bubble concerns persist server ODMs remain optimistic about [----]. Nvidia's GB300 began shipping in the fourth quarter of [----] and the new Vera Rubin architecture expected in [----] should be Server ODMs remain bullish through the end of [----] despite bubble concerns Although AI bubble concerns persist server ODMs"  
[X Link](https://x.com/The_AI_Investor/status/2007115899837534519)  2026-01-02T15:44Z 72.5K followers, [----] engagements


"Foxconn (Hon Hai) a key Nvidia partner said Q4 [----] revenue jumped 22% to NT$2.6T ($83B) on strong components and cloud growth as AI infrastructure spending ramps. That beat analysts NT$2.4T ($77B) estimate (LSEG)"  
[X Link](https://x.com/The_AI_Investor/status/2008208824759623694)  2026-01-05T16:07Z 72.5K followers, [----] engagements


"Applied Digital price target raised to $53 from $47 at B. Riley The company is poised to sign incremental hyperscaler agreements at new sites while simultaneously executing on the initial energization at PF1 and development at PF2 the analyst tells investors in a research note. APLD stock has gone up 50% in just about [--] week. https://twitter.com/i/web/status/2009703422409470425 https://twitter.com/i/web/status/2009703422409470425"  
[X Link](https://x.com/The_AI_Investor/status/2009703422409470425)  2026-01-09T19:06Z 72.5K followers, [----] engagements


"Nvidia +14% vs consensus opportunity from H200 Goldman Sachs just bumped TSMC CoWoS-S plan +30k wafers (mostly 2Q26) 800k extra Nvidia H200 units possible + 700k already in inventory Total H200 shipping plan now 1.5M units Forecast: - Apr quarter (Q1 FY27): 250k units $74B revenue (+4% vs consensus) - Jul quarter (Q2 FY27): 450k units $89.5B revenue (+14% vs consensus) - Full FY27: 1.1M units Aligns with Reuters (Dec 30): H200 orders 2M mostly from big Chinese customers. GF: we have revised $TSM's CoWoS-S build plan upward by [-----] wafers primarily for 2Q26 implying approximately [------] $NVDA"  
[X Link](https://x.com/The_AI_Investor/status/2010589817164489141)  2026-01-12T05:49Z 72.5K followers, 16.3K engagements


"But I lost many NVDL shares for the calls sold during the run from $100-$180 If NVDA didnt run that fast my portfolio could have been 2x again in [----] Fun fact: I probably made six figures over the past year just from premium from selling $NVDA puts. Bears like Michael Burry were probably the buyers though some bulls likely bought them as insurance. The only thing I dont like is my personal tax bill. Fun fact: I probably made six figures over the past year just from premium from selling $NVDA puts. Bears like Michael Burry were probably the buyers though some bulls likely bought them as"  
[X Link](https://x.com/The_AI_Investor/status/2010788706966520069)  2026-01-12T18:59Z 72.4K followers, [----] engagements


"I dont have any moral authority or cult leader I feel the need to follow or cheer for in everything they do or say whether its Elon Trump or anyone else. I rely on my own principles and common sense"  
[X Link](https://x.com/The_AI_Investor/status/2012979077800694130)  2026-01-18T20:03Z 72.4K followers, [----] engagements


"Jensen - "We know that every single GPU that Nvidia has in the cloud across aws and gcp is rented out. Theyre all fully utilized. Demand for gpus is so high that even the spot prices of gpus sold a couple of years ago are going up.""  
[X Link](https://x.com/The_AI_Investor/status/2015634606473760847)  2026-01-26T03:55Z 72.4K followers, 69.2K engagements


"On Patreon: https://www.patreon.com/posts/portfolio-new-149134900 https://www.patreon.com/posts/portfolio-new-149134900"  
[X Link](https://x.com/The_AI_Investor/status/2015677147155959837)  2026-01-26T06:44Z 72.4K followers, [----] engagements


"Jan [--] (Reuters) - Nvidia (NVDA) has invested $2 billion in CoreWeave (CRWV) at a purchase price of $87.20 per share the companies said on Monday as they expand their partnership to boost CoreWeave's data center build out ambitions. Shares of CoreWeave jumped nearly 10% in premarket trading. https://twitter.com/i/web/status/2015791302504501544 https://twitter.com/i/web/status/2015791302504501544"  
[X Link](https://x.com/The_AI_Investor/status/2015791302504501544)  2026-01-26T14:17Z 72.4K followers, 14K engagements


"NVDA & CRWV collaboration to accelerate the buildout of more than [--] gigawatts of AI factories by [----]. 5gw at $10b/gw per year is about $50b rev per year once it's fully operational. $CRWV market cap is now at $46B Jan [--] (Reuters) - Nvidia (NVDA) has invested $2 billion in CoreWeave (CRWV) at a purchase price of $87.20 per share the companies said on Monday as they expand their partnership to boost CoreWeave's data center build out ambitions. Shares of CoreWeave jumped nearly 10% in Jan [--] (Reuters) - Nvidia (NVDA) has invested $2 billion in CoreWeave (CRWV) at a purchase price of $87.20 per"  
[X Link](https://x.com/The_AI_Investor/status/2015794814248509622)  2026-01-26T14:31Z 72.4K followers, [----] engagements


"Jensen on Bloomberg: "Vera is completely revolutionary. Coreweave is going to have to race if Coreweave's going to be the first to stand up Vera CPUs. We haven't announced any of our CPU design wins but there are going to be many." Nvidia is now competing directly with AMD/INTC in data center CPU market CoreWeave is more or less like Jensen's way of de-risking from hyperscalers making their own chips: I make my own hyperscalers Bloomberg interview with Nvidia CEO Jensen Huang on the Vera CPU Plan: "For the very first time we're going to be offering Vera CPUs. Vera is such an incredible CPU."  
[X Link](https://x.com/The_AI_Investor/status/2015797174643163296)  2026-01-26T14:41Z 72.4K followers, 39.3K engagements


"Powerful AI = a country of geniuses in a datacenter The AI future: GPU-hours = labor Datacenters = factories AI clusters = economic power AI compute demand is not cyclical its becoming foundational of the future. I shared the view for the risk of AI it's already happening to some extend in China with mass AI surveillance. A regime with leading AI could become impossible to overthrow. But I disagreed with the idea of blocking China from all advanced chips/tools. It simply because China ALREADY has the power to produce chips and also to do the exact same thing to the world by just blocking"  
[X Link](https://x.com/The_AI_Investor/status/2015983679810764908)  2026-01-27T03:02Z 72.4K followers, [----] engagements


"NVIDIA has invested$2 billioninCoreWeaveClass A common stock at a purchase price of $87.20 per share. This is to enableCoreWeaveto accelerate the buildout of more than [--] gigawatts of AI factories by [----]. As I first wrote about CoreWeave $10B potential rev per 1GW without value added services. What's rev multiple we should give to the future AI cloud https://substack.com/@theaiinvestorx/p-185813034 https://substack.com/@theaiinvestorx/p-185813034"  
[X Link](https://x.com/The_AI_Investor/status/2015988895859830935)  2026-01-27T03:23Z 72.5K followers, [----] engagements


"AI cloud stocks like $CRWV $IREN $APLD are up more than 50% since Dec [--] when I posted my thesis during AI bubble narrative. Some lower gain like $NBIS and underperforming $ORCL Many people still underestimated NVDA backing of CoreWeave. It's basically Nvidia extension to compete with hyperscalers. But the narrative was a bubble. https://open.substack.com/pub/theaiinvestorx/p/portfolio-updates-new-trades-ai-bubbler=6makb5&utm_medium=ios&shareImageVariant=overlay"  
[X Link](https://x.com/The_AI_Investor/status/2016169670823522514)  2026-01-27T15:21Z 72.4K followers, [----] engagements


"Hyperscalers: I will make my own AI chips. Nvidia: Okay I will make my own AI hyperscalers. Then here we go: $CRWV $NBIS and many others. It now seems it's easier for Jensen to make great AI hyperscalers than for hyperscalers to make NVDA equivalent chips. Hyperscalers: I will make my own AI chips. Nvidia: Okay I will make my own AI hyperscalers. Then here we go: $CRWV $NBIS and many others. Dont compete with Jensen. Hyperscalers: I will make my own AI chips. Nvidia: Okay I will make my own AI hyperscalers. Then here we go: $CRWV $NBIS and many others. Dont compete with Jensen"  
[X Link](https://x.com/The_AI_Investor/status/2016170413500555446)  2026-01-27T15:24Z 72.4K followers, 21.3K engagements


"Lol $ORCL is being dragged down by software bearish narrative that even strong AI cloud senstiment from $CRWV $IREN $NBIS $APLD couldnt save it. is it a great opportunity for long or short"  
[X Link](https://x.com/The_AI_Investor/status/2016180226611618217)  2026-01-27T16:03Z 72.4K followers, [----] engagements


"Exclusive Rumors - somehow this can move $219B company ( $INTC ) is beyond my understanding. What happened to the last rumor that Samsung raising price 80% I have no idea if any rumor is false or true but I wouldn't buy into it"  
[X Link](https://x.com/The_AI_Investor/status/2016322214589825362)  2026-01-28T01:27Z 72.4K followers, [----] engagements


"Bloomberg - Softbank in talks to invest $30b more in OpenAI. Who doesn't want to give money to Sam Altman to buy more Nvidia compute"  
[X Link](https://x.com/The_AI_Investor/status/2016323068755640433)  2026-01-28T01:30Z 72.4K followers, [----] engagements


"Semi is hot again. $ASML Earnings: Sales: 9.72B vs 9.57B est Bookings: 13.16B vs 6.85B est (huge beat)"  
[X Link](https://x.com/The_AI_Investor/status/2016415466609356985)  2026-01-28T07:38Z 72.4K followers, [----] engagements


"$MU 😂 Relentless"  
[X Link](https://x.com/The_AI_Investor/status/2016425764607103192)  2026-01-28T08:19Z 72.4K followers, 42K engagements


"What's up with $AAOI The only news was I bought it and share with my members"  
[X Link](https://x.com/The_AI_Investor/status/2016574237914407343)  2026-01-28T18:08Z 72.5K followers, [----] engagements


"$NVDAs growth rate makes the other big-cap growth stocks look funny. Last reported quarter revenue growth: $MSFT : 17% $META : 24% $NVDA: 62% $TSLA: -3%"  
[X Link](https://x.com/The_AI_Investor/status/2016648189114229237)  2026-01-28T23:02Z 72.4K followers, 10.1K engagements


"$MSFT s Azure grew 38% constant-currency last quarter. Werent SA estimated to 40% earlier Im wondering if buy-side analysts are mostly modeling off that projection and whether thats why were seeing a 12% selloff. One things for sure: if the projection had been accurate and the stock had risen some people would be bragging about it. https://twitter.com/i/web/status/2016965367881429029 https://twitter.com/i/web/status/2016965367881429029"  
[X Link](https://x.com/The_AI_Investor/status/2016965367881429029)  2026-01-29T20:03Z 72.5K followers, 17.5K engagements


"😅 this is insane i know some finX people were highly concentrated un software stock before high margin recurring biz what's not to love lesson: world is changing fast what used to work may not work again you either should do indexing or closely follow the new tech trends I think AI is the future that's how I got my account name The Great Software Meltdown https://t.co/dYzFUOcpHr The Great Software Meltdown https://t.co/dYzFUOcpHr"  
[X Link](https://x.com/The_AI_Investor/status/2017046468272804188)  2026-01-30T01:25Z 72.4K followers, 11.4K engagements


"$MSFT $ORCL vs new AI cloud stocks $CRWV $IREN $NBIS What's the best opportunity / mis-priced stock right now"  
[X Link](https://x.com/The_AI_Investor/status/2017092835418526137)  2026-01-30T04:29Z 72.5K followers, 18.6K engagements


"NVDAs rumored $100B investment into OpenAI has reportedly stalled (WSJ). The report said Jensen Huang has privately raised concerns about OpenAIs discipline and growing competition from Google and Anthropic. But maybe the real reason OpenAI is now cutting deals with basically every major compute provider - including AMD. Hard to justify writing a $100B check to a partner thats actively diversifying away from you. https://twitter.com/i/web/status/2017407658907652478 https://twitter.com/i/web/status/2017407658907652478"  
[X Link](https://x.com/The_AI_Investor/status/2017407658907652478)  2026-01-31T01:20Z 72.5K followers, 29.6K engagements


"That's complete nonsense. We are going to make a huge investment in OpenAI this is "probably the largest investment we've ever made." Well the real question is the $100bn none binding agreement"  
[X Link](https://x.com/The_AI_Investor/status/2017699333446242472)  2026-01-31T20:39Z 72.5K followers, 80.1K engagements


"Former Google CEO Eric Schmidt said it again: AI is underhyped Many people atill dont realize the true biz inpact of AI. Just [--] year ago even Chamath was bearish on NVDA and also said chatbot is a toy app It will take time"  
[X Link](https://x.com/The_AI_Investor/status/2017702570186445252)  2026-01-31T20:52Z 72.5K followers, 41.4K engagements


"$NVDA MC is just 15% above $GOOG s while its FCF is 50% higher and growing at 50% Yeah good observation $NVDA MC is just 15% above $GOOG s while its FCF is 50% higher and growing at 50% while Googles is in decline due to capex rise. 🤷♂ $NVDA MC is just 15% above $GOOG s while its FCF is 50% higher and growing at 50% while Googles is in decline due to capex rise. 🤷♂"  
[X Link](https://x.com/The_AI_Investor/status/2017704426807710028)  2026-01-31T20:59Z 72.4K followers, 27.1K engagements


"As an NVDA shareholder Im not on board with a $100B investment under conditions like AGI verification capped profits or at an inflated valuation. There will be many winners of AI NVDA doesnt have to put $100bn there if the terms arent great. That's complete nonsense. We are going to make a huge investment in OpenAI this is "probably the largest investment we've ever made." Well the real question is the $100bn none binding agreement. https://t.co/uhM0BKdySH That's complete nonsense. We are going to make a huge investment in OpenAI this is "probably the largest investment we've ever made." Well"  
[X Link](https://x.com/The_AI_Investor/status/2017706098846011832)  2026-01-31T21:06Z 72.5K followers, 12.5K engagements


"Agents talking to agents about humans is fascinating. Then you zoom out and it gets weird: What if were the agents Observed. Measured. Nudged. By something beyond us: super-human intelligence / AGI"  
[X Link](https://x.com/The_AI_Investor/status/2017718686895996982)  2026-01-31T21:56Z 72.5K followers, [----] engagements


"Jensen Huang: We need HBM memory for performance. We need LPDDR for low-power memory. Supply has been growing 100% every year but demand is going faster than that. We are going to have a very good year. $NVDA $MU"  
[X Link](https://x.com/The_AI_Investor/status/2017745189066977683)  2026-01-31T23:41Z 72.5K followers, 20.1K engagements


"I dont think NVDA demand has ever been more clear first $500bn at GTC then more than $500bn then this all from Jensen directly: "TSMC needs to work very hard this year because I need a lot of wafers and CoWoS this year""  
[X Link](https://x.com/The_AI_Investor/status/2017779435622305907)  2026-02-01T01:58Z 72.5K followers, 24.6K engagements


"In the past few years investors have learned a hard lesson about being on the wrong side of the cycle with hardware stocks and overestimating the durability of software stocks. Hardware stocks like $NVDA $MU $SNDK kept going up while most software stocks like especially SaaS crashed or stayed flat. Whats the real problem Its about the future cash flow of the business. There is no such thing as one dollar being more important than another dollar and therefore deserving a higher multiple. The real question is when they stop making money or when growth slows not the perception that hardware is"  
[X Link](https://x.com/The_AI_Investor/status/2017784380463124912)  2026-02-01T02:17Z 72.4K followers, 10.9K engagements


"Crazy - China's new RAM company CXMT is selling ram at $138. The average price of RAM globally is now close to $300-400 dollars. 🚨 BREAKING: China's new RAM company CXMT is selling ram at $138. The average price of RAM globally is now close to $300-400 dollars. Follow: @RTSG_News https://t.co/2N0CwnxXhX 🚨 BREAKING: China's new RAM company CXMT is selling ram at $138. The average price of RAM globally is now close to $300-400 dollars. Follow: @RTSG_News https://t.co/2N0CwnxXhX"  
[X Link](https://x.com/The_AI_Investor/status/2017785103825396160)  2026-02-01T02:20Z 72.5K followers, 58.8K engagements


"My bet is that $NVDA GPUs will be deployed more widely than Tesla AI chips both on Earth and in space. But Elon will always have something inspiring to tell the TSLA team. @aaronburnett AI5/AI6 will be fine for space at the low GW/year scale. AI7/Dojo3 for 10GW/year. AI8/Dojo3 for 100GW/year. @aaronburnett AI5/AI6 will be fine for space at the low GW/year scale. AI7/Dojo3 for 10GW/year. AI8/Dojo3 for 100GW/year"  
[X Link](https://x.com/The_AI_Investor/status/2017836509446214097)  2026-02-01T05:44Z 72.5K followers, 27.1K engagements


"Imagine it takes $50bn or $100bn or more to deploy [--] GW of data center in space Then you learn that NVDA is a few x better than TSLA AI chips in perf/software and more flexible for any AI workloads What chips would you send to space My bet is that $NVDA GPUs will be deployed more widely than Tesla AI chips both on Earth and in space. But Elon will always have something inspiring to tell the TSLA team. My bet is that $NVDA GPUs will be deployed more widely than Tesla AI chips both on Earth and in space. But Elon will always have something inspiring to tell the TSLA team"  
[X Link](https://x.com/The_AI_Investor/status/2017882661155680596)  2026-02-01T08:48Z 72.5K followers, 10.2K engagements


"$ORCL co-CEO: The infrastructure big AI players need is basically the same theres not a high degree of customization. Many different customers will need this type of infrastructure for many many years to come"  
[X Link](https://x.com/The_AI_Investor/status/2018054543662305721)  2026-02-01T20:11Z 72.4K followers, 15.1K engagements


"Insane - Samsung op profit to rise to US $220bn next year more than 2/3 will come from memorry. The stock is trading at just about US $750bn This keeps reminding me of $TSLA valuation. Morgan Stanley estimates Samsung Electronics [----] operating profit at KRW [---] trillion (US$218.5 billion).  [----] [---] (2185 ) https://t.co/2P0xJTenqe Morgan Stanley estimates Samsung Electronics [----] operating profit at KRW [---] trillion (US$218.5 billion).  [----] [---] (2185 ) https://t.co/2P0xJTenqe"  
[X Link](https://x.com/The_AI_Investor/status/2018071134525444481)  2026-02-01T21:17Z 72.5K followers, 24.7K engagements


"SK Hynix op profit to rise to US $155bn next year at US $450bn market cap. Morgan Stanley estimates SK Hynixs [----] operating profit at KRW [---] trillion (US$155 billion). SK [----] [---] (1550 https://t.co/HyA3g6wqfK Morgan Stanley estimates SK Hynixs [----] operating profit at KRW [---] trillion (US$155 billion). SK [----] [---] (1550 https://t.co/HyA3g6wqfK"  
[X Link](https://x.com/The_AI_Investor/status/2018071447579832357)  2026-02-01T21:18Z 72.5K followers, 32.7K engagements


"$SNDK was a $40 stock [--] months ago 🤯 Bernstein raises SanDisk price target to $1000 https://t.co/Z2M7yQZbuz Bernstein raises SanDisk price target to $1000 https://t.co/Z2M7yQZbuz"  
[X Link](https://x.com/The_AI_Investor/status/2018072133897723927)  2026-02-01T21:21Z 72.3K followers, 38.6K engagements


"Jensen - We never said we were going to invest $100 billion in one round. They invited us to invest up to $100 billion Yup so $100bn none binding agreement was off the table there isnt anything special about joining each funding round"  
[X Link](https://x.com/The_AI_Investor/status/2018079708668137559)  2026-02-01T21:51Z 72.5K followers, 29.4K engagements


"$NVDA underappreciated supply chain MOAT The semiconductor supply chain in one picture https://t.co/UXKXXyMk5o The semiconductor supply chain in one picture https://t.co/UXKXXyMk5o"  
[X Link](https://x.com/The_AI_Investor/status/2018121431964623334)  2026-02-02T00:36Z 72.4K followers, 16.4K engagements


"Media: $NVDA is down after CEO Jensen Huang played down the chipmakers pledge to invest $100 billion in OpenAI. Also media: $NVDA is down after Jensen Huang and Sam Altman announced a $100 billion Nvidia investment in OpenAI with investors raising concerns about an AI bubble and circular deals. https://twitter.com/i/web/status/2018361180172300664 https://twitter.com/i/web/status/2018361180172300664"  
[X Link](https://x.com/The_AI_Investor/status/2018361180172300664)  2026-02-02T16:29Z 72.5K followers, 16.8K engagements


"Jensen was like: wtf how many times I have to keep repeating the same answer here"  
[X Link](https://x.com/The_AI_Investor/status/2018405070925447169)  2026-02-02T19:24Z 72.4K followers, 27K engagements


"Show me a benchmark where the latest NVIDIA GPU is slower than any competitor chip that frontier labs can buy and test"  
[X Link](https://x.com/The_AI_Investor/status/2018448082552447399)  2026-02-02T22:14Z 72.4K followers, [----] engagements


"Lol Sam Altman basically said the Reuters report about slow Nvidia chips is total nonsense. We love working with NVIDIA and they make the best AI chips in the world. We hope to be a gigantic customer for a very long time. I don't get where all this insanity is coming from. We love working with NVIDIA and they make the best AI chips in the world. We hope to be a gigantic customer for a very long time. I don't get where all this insanity is coming from"  
[X Link](https://x.com/The_AI_Investor/status/2018458314066301280)  2026-02-02T22:55Z 72.4K followers, 26.5K engagements


"https://x.com/sama/status/2018451015272694248 We love working with NVIDIA and they make the best AI chips in the world. We hope to be a gigantic customer for a very long time. I don't get where all this insanity is coming from. https://x.com/sama/status/2018451015272694248 We love working with NVIDIA and they make the best AI chips in the world. We hope to be a gigantic customer for a very long time. I don't get where all this insanity is coming from"  
[X Link](https://x.com/The_AI_Investor/status/2018459924167307419)  2026-02-02T23:02Z 72.4K followers, [----] engagements


"Elon is said to be in advanced talks with Elon"  
[X Link](https://x.com/The_AI_Investor/status/2018461006561997164)  2026-02-02T23:06Z 72.4K followers, [----] engagements


"It's official: SpaceX has acquired xAI SpaceX has acquired xAI forming one of the most ambitious vertically integrated innovation engines on (and off) Earth https://t.co/3ODfcYnqfg https://t.co/el40rCUBGe SpaceX has acquired xAI forming one of the most ambitious vertically integrated innovation engines on (and off) Earth https://t.co/3ODfcYnqfg https://t.co/el40rCUBGe"  
[X Link](https://x.com/The_AI_Investor/status/2018487361571811676)  2026-02-03T00:51Z 72.4K followers, [----] engagements


"Rumor: OpenAI to raise $150bn-$170bn next round. 🤯 If this happens it will blow every OpenAI bear thesis out of the water. @GordianKnotDev Theres been rumors of around 150-170B in funding for OpenAI in the next raise. Theyll be fully funded through [----] if thats confirmed and entire complex will rip @GordianKnotDev Theres been rumors of around 150-170B in funding for OpenAI in the next raise. Theyll be fully funded through [----] if thats confirmed and entire complex will rip"  
[X Link](https://x.com/The_AI_Investor/status/2018490892626153934)  2026-02-03T01:05Z 72.4K followers, 37.6K engagements


"Hi all my portfolio updates Closed one position and added to others. Check it out"  
[X Link](https://x.com/The_AI_Investor/status/2018504261429068273)  2026-02-03T01:58Z 72.4K followers, [----] engagements


"Portfolio updates - closed one position https://www.patreon.com/posts/149799687 https://www.patreon.com/posts/149799687"  
[X Link](https://x.com/The_AI_Investor/status/2018504324393980078)  2026-02-03T01:58Z 72.3K followers, [----] engagements


"OpenAI available compute: [---] GW in [----] to [---] GW in [----] to roughly [---] GW in [----] This is roughly inline with revenue growth. Our partnership with NVIDIA is foundational. NVIDIA is our most important partner for both training and inference and our entire compute fleet runs on NVIDIA GPUs. This is not a vendor relationship. It is deep ongoing co-design. We build systems together and our frontier Our partnership with NVIDIA is foundational. NVIDIA is our most important partner for both training and inference and our entire compute fleet runs on NVIDIA GPUs. This is not a vendor relationship."  
[X Link](https://x.com/The_AI_Investor/status/2018504742096568743)  2026-02-03T02:00Z 72.4K followers, 11.2K engagements


"Do you really feel the need of commenting on this 😂 The NVIDIA-OpenAI deal has zero impact on our financial relationship with OpenAI. We remain highly confident in OpenAIs ability to raise funds and meet its commitments. The NVIDIA-OpenAI deal has zero impact on our financial relationship with OpenAI. We remain highly confident in OpenAIs ability to raise funds and meet its commitments"  
[X Link](https://x.com/The_AI_Investor/status/2018516010740154669)  2026-02-03T02:44Z 72.4K followers, [----] engagements


"The FUD attack continues. Today Reuters published an article claiming OpenAI is unsatisfied with NVIDIA GPUs which prompted Sam Altman to post on X that NVIDIA makes the best AI chips and that OpenAI hopes to be a gigantic customer for a very long time. Meanwhile OpenAI rev is tracking compute will it need less compute in the next [--] years I dont think so. My portfolio updates today: https://open.substack.com/pub/theaiinvestorx/p/portfolio-updates-closed-one-positionr=6makb5&utm_medium=ios&shareImageVariant=overlay"  
[X Link](https://x.com/The_AI_Investor/status/2018551277966537168)  2026-02-03T05:05Z 72.5K followers, 10K engagements


"$WMT forward PE of [--] vs [--] of $NVDA"  
[X Link](https://x.com/The_AI_Investor/status/2018725033104060622)  2026-02-03T16:35Z 72.5K followers, [----] engagements


"How many times Intel has tried to break into GPU market and failed Intel CEO Lip-Bu Tan said Tuesday the company plans to build GPUs: I just hired the chief GPU architect and hes very good. Im very delighted he joined me Tan said adding it took some persuading. The hire is Qualcomm executive Eric Demmers whose move was first reported by CRN and later confirmed by Demmers on LinkedIn. Speaking to Reuters at the Cisco AI Summit Tan said the GPU effort is overseen by Intel data center chip chief Kevork Kechichian. Its tied to the data center Tan said. Were working with customers and will define"  
[X Link](https://x.com/The_AI_Investor/status/2018767625526923494)  2026-02-03T19:24Z 72.5K followers, [----] engagements


"Elon outplayed all of us. First: he floated the idea of AI data centers in space a few months ago. Then: xAI merged with SpaceX. Next could be Tesla with AI chips but that is tricky. Elon owns a smaller percentage of Tesla so hed end up owning a larger share of the combined company only if Teslas valuation is lower https://twitter.com/i/web/status/2018775189220360418 https://twitter.com/i/web/status/2018775189220360418"  
[X Link](https://x.com/The_AI_Investor/status/2018775189220360418)  2026-02-03T19:54Z 72.4K followers, 26.3K engagements


"Lets do the Elon's merger ownership math: Assumptions: SpaceX $1.0T xAI $0.25T (so NewCo = $1.25T). Elon owns 42% of SpaceX 49% of xAI and 12% of Tesla. Step 1: SpaceX + xAI only Elons % of NewCo is a value-weighted average: (0.421.0T + 0.490.25T) / 1.25T = (0.42T + 0.1225T) / 1.25T = 0.5425T / 1.25T = 43.4% So the SpaceXxAI combo starts with Elon owning roughly 43% economically. Step 2: Add Tesla later When Tesla joins Elons final % becomes: (Elon% NewCo NewCo value + Elon% Tesla Tesla value) / (NewCo value + Tesla value) Key idea: if Elon owns less of Tesla than he owns of NewCo adding"  
[X Link](https://x.com/The_AI_Investor/status/2018778336646799460)  2026-02-03T20:07Z 72.4K followers, 13.2K engagements


"$AMD exactly [--] years ago: Data Center segment revenue in the quarter was $2.3 billion up 38% year-over-year and 43% sequentially driven by strong growth in AMD Instinct GPUs and 4th Gen AMD EPYC CPUs. $NVDA Record Data Center revenue of $14.51 billion up 41% from Q2 up 279% from year ago AMD just reported earnings: Data Center segment revenue in the quarter was a record $5.4 billion up 39% year-over-year driven by strong demand for AMD EPYC processors and the continued ramp of AMD Instinct GPU shipments. Meanwhile NVDA last quarter: Record Data Center AMD just reported earnings: Data Center"  
[X Link](https://x.com/The_AI_Investor/status/2018799136309424344)  2026-02-03T21:29Z 72.5K followers, 21K engagements


"I smell xAI SpaceX Tesla merger What will be the name @rough__sea Yes. Optimus will be the first Von Neumann machine capable of building civilization by itself on any viable planet. @rough__sea Yes. Optimus will be the first Von Neumann machine capable of building civilization by itself on any viable planet"  
[X Link](https://x.com/The_AI_Investor/status/2018841030200877288)  2026-02-04T00:16Z 72.5K followers, 23K engagements


"Software improvements likely on NVDA GPUs "GPT-5.2 and GPT-5.2-Codex are now 40% faster. We have optimized our inference stack for all API customers. Same model. Same weights. Lower latency" GPT-5.2 and GPT-5.2-Codex are now 40% faster. We have optimized our inference stack for all API customers. Same model. Same weights. Lower latency. GPT-5.2 and GPT-5.2-Codex are now 40% faster. We have optimized our inference stack for all API customers. Same model. Same weights. Lower latency"  
[X Link](https://x.com/The_AI_Investor/status/2018850232633839989)  2026-02-04T00:52Z 72.5K followers, 12.3K engagements


"New data about GPU spot rental price update my takeaways & big tech valuation. https://open.substack.com/pub/theaiinvestorx/p/portfolio-updates-new-trades-338r=6makb5&utm_medium=ios&shareImageVariant=overlay https://open.substack.com/pub/theaiinvestorx/p/portfolio-updates-new-trades-338r=6makb5&utm_medium=ios&shareImageVariant=overlay"  
[X Link](https://x.com/The_AI_Investor/status/2018853715214802973)  2026-02-04T01:06Z 72.4K followers, [----] engagements


"AWS CEO Matt Garman: "Because there is so much more demand than supply there typically still is demand for the older chips we actually are completely sold out and have never retired an A100 server" A100 was designed way before the GenAI boom"  
[X Link](https://x.com/The_AI_Investor/status/2018864358659695082)  2026-02-04T01:49Z 72.5K followers, 16.1K engagements


"Nvidia is nearing a deal to invest $20 billion in OpenAI as part of its latest funding round - Bloomberg"  
[X Link](https://x.com/The_AI_Investor/status/2018893384438669382)  2026-02-04T03:44Z 72.5K followers, [----] engagements


"I need to close out three stock positions (to realize gains) and move the money into other holdings. The return may not be higher but Ill sleep better. Latest portfolio updates: https://www.patreon.com/posts/portfolio-new-149855539 https://www.patreon.com/posts/portfolio-new-149855539"  
[X Link](https://x.com/The_AI_Investor/status/2018907274820157774)  2026-02-04T04:39Z 72.4K followers, [----] engagements


"Its unbelievable how many times the media has been milking the Nvidia H200 China story"  
[X Link](https://x.com/The_AI_Investor/status/2018959847778107496)  2026-02-04T08:08Z 72.5K followers, [----] engagements


"Bill Gates: I never went to the island I never met any women and so the more that comes out the more clear it'll be that although the time was a mistake it had nothing to do with that kind of behavior"  
[X Link](https://x.com/The_AI_Investor/status/2019078161099616686)  2026-02-04T15:58Z 72.5K followers, 33.3K engagements


"Elon - less than [--] months for AI data centers in space But it's Elon's timeline so your guess is as good as mine"  
[X Link](https://x.com/The_AI_Investor/status/2019141777102631152)  2026-02-04T20:11Z 72.5K followers, [----] engagements


"Insane valuation metric: NTM PEG my own metric of $NVDA is currently at [----] vs [---] of $GOOGL [----] of $META and [----] of $MSFT"  
[X Link](https://x.com/The_AI_Investor/status/2019150062266319016)  2026-02-04T20:44Z 72.5K followers, 25.8K engagements


"So if Google increased capex by 50% higher than already elevated expectation in order to win the AI race and support GCP growth (which needs NVDA GPUs) What do you think other labs are going to do Stay still The $500bn guidance Jensen said would be too low in a few months. $GOOGL CapEx $180B vs $120B Est. Do you believe Jensen's $500bn+ guidance now $GOOGL CapEx $180B vs $120B Est. Do you believe Jensen's $500bn+ guidance now"  
[X Link](https://x.com/The_AI_Investor/status/2019171596208857127)  2026-02-04T22:09Z 72.4K followers, 21.1K engagements


"Other AI labs looking at Google's Capex"  
[X Link](https://x.com/The_AI_Investor/status/2019174722857042168)  2026-02-04T22:22Z 72.4K followers, 12.6K engagements


"The note that makes me happy every time I read it. I plan to spend more time in the future supporting the growing number of paying members in the AI investor community"  
[X Link](https://x.com/The_AI_Investor/status/2019206480264827366)  2026-02-05T00:28Z 72.4K followers, [----] engagements


"anon guy like Michael Burry said it's a bubble so it must be true what do google and other tech guys even know The largest companies on earth with more insight into AI than anyone else are pouring hundreds of billions into it and raising capex guidance by massive amounts. But anon guy on X says its a bubble so it must be true. Ok. The largest companies on earth with more insight into AI than anyone else are pouring hundreds of billions into it and raising capex guidance by massive amounts. But anon guy on X says its a bubble so it must be true. Ok"  
[X Link](https://x.com/The_AI_Investor/status/2019246009025720583)  2026-02-05T03:05Z 72.4K followers, 12.5K engagements


"@jeffreyleefunk sure capex is a lie while michael burry telling the truth"  
[X Link](https://x.com/The_AI_Investor/status/2019251926056202377)  2026-02-05T03:29Z 72.4K followers, [--] engagements


"@nvidian_kashiwa sacarsm"  
[X Link](https://x.com/The_AI_Investor/status/2019251984793301008)  2026-02-05T03:29Z 72.4K followers, [---] engagements


"This company doesnt need to grow at all to justify for the earnings multiples but guess what it is growing fast something is broken here the price or the estimate"  
[X Link](https://x.com/The_AI_Investor/status/2019306152757194801)  2026-02-05T07:04Z 72.4K followers, 12.6K engagements


"Fun fact: Google; at $180B this year capex growing at 20% CAGR for [--] years: Y1: [---] Y2: [------] = [---] Y3: [------] = [-----] Y4: 259.21.2 = [------] Y5: 311.041.2 = [-------] Total (Y1Y5) = [---] + [---] + [-----] + [------] + [-------] = $1339.488B $1.34T Total capex spend in [--] years would be about the same as OpenAI compute deal. And expect other labs too xAI Anthropic Meta and more"  
[X Link](https://x.com/The_AI_Investor/status/2019308472399978867)  2026-02-05T07:13Z 72.5K followers, [----] engagements


"BREAKING: OpenAI launching OpenAI Frontier for enterprises Introducing OpenAI Frontiera new platform that helps enterprises build deploy and manage AI coworkers that can do real work. https://t.co/4W0adQzSZ1 Introducing OpenAI Frontiera new platform that helps enterprises build deploy and manage AI coworkers that can do real work. https://t.co/4W0adQzSZ1"  
[X Link](https://x.com/The_AI_Investor/status/2019438365557612644)  2026-02-05T15:50Z 72.4K followers, [----] engagements


"What if Elon sends money to X users I am sure he would feel more happy (J/k) everyone will be gone eventually we often overthink our current small problems none will really matter Whoever said money cant buy happiness really knew what they were talking about 😔 Whoever said money cant buy happiness really knew what they were talking about 😔"  
[X Link](https://x.com/The_AI_Investor/status/2019439162064335345)  2026-02-05T15:53Z 72.4K followers, [----] engagements


"$610 BILLION OF CAPEX WILL BE SPENT IN [----] BY JUST [--] COMPANIES $AMZN $GOOGL $META $MSFT And market is selling $NVDA $610 BILLION OF CAPEX WILL BE SPENT IN [----] BY JUST THESE [--] COMPANIES - Amazon $AMZN just said it expects to spend more than $200 Billion on CAPEX in [----] - Google $GOOGL said it expects to invest $180 Billion on Capital Expenditures (CAPEX) in [----] above expectations of $120B https://t.co/JzMMX5gTba $610 BILLION OF CAPEX WILL BE SPENT IN [----] BY JUST THESE [--] COMPANIES - Amazon $AMZN just said it expects to spend more than $200 Billion on CAPEX in [----] - Google $GOOGL said it"  
[X Link](https://x.com/The_AI_Investor/status/2019523212238110975)  2026-02-05T21:27Z 72.5K followers, 56.9K engagements


"AMAZON SEES [----] CAPEX $200B vs EST. $146.11B Looks like Capex will be spent on buying iPhone for employees based on $NVDA and $AAPL stock price movements in the past week"  
[X Link](https://x.com/The_AI_Investor/status/2019523699930812903)  2026-02-05T21:29Z 72.4K followers, [----] engagements


"Media would be like: Breaking: Nvidia's gb200 has not been enabling OpenAI to do everything they want. gb200 has really been enabling us to do some amazing things gb200 has really been enabling us to do some amazing things"  
[X Link](https://x.com/The_AI_Investor/status/2019553428847186398)  2026-02-05T23:27Z 72.4K followers, [----] engagements


"why didn't @gdb say "all" instead of "some" why so bearish"  
[X Link](https://x.com/The_AI_Investor/status/2019554184572596380)  2026-02-05T23:30Z 72.4K followers, [----] engagements


"When megacaps drop 10% on top of an existing sell-off with no major news and NVDA sells off despite a 50% increase in capex it can feel like were being manipulated into panic-selling our assets. Or maybe were just living in a simulation"  
[X Link](https://x.com/The_AI_Investor/status/2019558527094984780)  2026-02-05T23:47Z 72.5K followers, 50.1K engagements


"$IREN is down 20% AH now trading at $31.79 a share Already closed my position as I shared with my readers a few days ago. Just be careful with stocks pumping by rumors. $iren - my feeling is that retail pumping the stock with rumors and holding without conviction are waiting for any second to dump it. $iren - my feeling is that retail pumping the stock with rumors and holding without conviction are waiting for any second to dump it"  
[X Link](https://x.com/The_AI_Investor/status/2019562962135232826)  2026-02-06T00:05Z 72.4K followers, [----] engagements


"@dominach are u sure"  
[X Link](https://x.com/The_AI_Investor/status/2019575347847868804)  2026-02-06T00:54Z 72.4K followers, [---] engagements


"@dominach did mega stocks go up 10% on no news or bad news"  
[X Link](https://x.com/The_AI_Investor/status/2019585287677177907)  2026-02-06T01:33Z 72.4K followers, [---] engagements


"@JonahLupton or someone knew something we dont"  
[X Link](https://x.com/The_AI_Investor/status/2019585538769269029)  2026-02-06T01:34Z 72.5K followers, [----] engagements


"@dominach i have never seen nvda went up on capex cut news even in bull market"  
[X Link](https://x.com/The_AI_Investor/status/2019589248601739505)  2026-02-06T01:49Z 72.4K followers, [---] engagements


"Jensen may have already known about Googles and Amazons revised capex plans"  
[X Link](https://x.com/The_AI_Investor/status/2019591985347338653)  2026-02-06T02:00Z 72.5K followers, [----] engagements


"What if $NVDA can only sell $400bn per year and cant grow fast anymore I need to sell the stock and jump to $WMT"  
[X Link](https://x.com/The_AI_Investor/status/2019593000222093417)  2026-02-06T02:04Z 72.6K followers, 12.4K engagements


"Just to be clear I have not changed my $NVDA price target and valuation model just because the stock is going down. Probably I was even too bearish after seeing GOOGL and AMZN new capex plans this week. https://substack.com/@theaiinvestorx/p-181110981 https://substack.com/@theaiinvestorx/p-181110981"  
[X Link](https://x.com/The_AI_Investor/status/2019594429708071314)  2026-02-06T02:10Z 72.5K followers, [----] engagements


"My take on $BTC: "Digital currency maybe the future but as of now someone can always come up with a better coin than Bitcoin. There are more than 22k crypto currencies available and the number is increasing. With no cashflow I only see $BTC as a speculative signal." To be clear I still like blockchain tech and believe tokenizing assets is a good thing. My take on $BTC Digital currency maybe the future but as of now someone can always come up with a better coin than Bitcoin. There are more than 22k crypto currencies available and the number is increasing. With no cashflow I only see $BTC as a"  
[X Link](https://x.com/The_AI_Investor/status/2019647176906006585)  2026-02-06T05:39Z 72.4K followers, [----] engagements


"Nobody wants $NVDA GPUs . Meanwhile GPU availability is dropping GPU availability falling across the board. Of note B200 availability making new lows. Less availability = bullish demand. https://t.co/COoKAItc3c GPU availability falling across the board. Of note B200 availability making new lows. Less availability = bullish demand. https://t.co/COoKAItc3c"  
[X Link](https://x.com/The_AI_Investor/status/2019810642686005719)  2026-02-06T16:29Z 72.5K followers, 10.1K engagements


"Wow looks at the cost / quality score OpenAI is cooking with Nvidia GB200 GPT [---] Codex is ABSOLUTELY INCREDIBLE on our "personal SWE-Bench" which is based on gold standard PRs into our Ruby on Rails codebase. Opus [---] is a tiny bit better than [---] but very underwhelming overall. Will see if the vibes match the bench More about the benchmark: https://t.co/wankIy9zI6 GPT [---] Codex is ABSOLUTELY INCREDIBLE on our "personal SWE-Bench" which is based on gold standard PRs into our Ruby on Rails codebase. Opus [---] is a tiny bit better than [---] but very underwhelming overall. Will see if the vibes"  
[X Link](https://x.com/The_AI_Investor/status/2019823434579300797)  2026-02-06T17:20Z 72.5K followers, 24.9K engagements


"If you thought it was normal for $NVDA to fall on no other news except Google Amazon capex going up 50% . then I have Michael Burry subscription to sell you When megacaps drop 10% on top of an existing sell-off with no major news and NVDA sells off despite a 50% increase in capex it can feel like were being manipulated into panic-selling our assets. Or maybe were just living in a simulation. When megacaps drop 10% on top of an existing sell-off with no major news and NVDA sells off despite a 50% increase in capex it can feel like were being manipulated into panic-selling our assets. Or maybe"  
[X Link](https://x.com/The_AI_Investor/status/2019827163625902498)  2026-02-06T17:34Z 72.5K followers, 15.9K engagements


"Jensen - if OpenAI Anthropic has 2x as much compute they would 4x revenue"  
[X Link](https://x.com/The_AI_Investor/status/2019871120930009353)  2026-02-06T20:29Z 72.5K followers, 42.6K engagements


"Its time for Tim to cook home made food not Apple. Its a waste of resources to do nothing. They could have at least created their own AI lab to power their own hardware. Instead they let the money go to buybacks pay Google for Gemini and have their AI engineers work on feature integrations rather than owning Apple own AI. Lol $AAPL 😂 https://t.co/zQjPGAT22n Lol $AAPL 😂 https://t.co/zQjPGAT22n"  
[X Link](https://x.com/The_AI_Investor/status/2019884761909690590)  2026-02-06T21:23Z 72.5K followers, [----] engagements


"All in $40K into IREN on an $11M net worth very high conviction it's like 0.36% I barely post about stocks less than 1% of my assets whoever prayed on my downfall PRAY HARDER $IREN https://t.co/4LacKdeIHk whoever prayed on my downfall PRAY HARDER $IREN https://t.co/4LacKdeIHk"  
[X Link](https://x.com/The_AI_Investor/status/2019893126215921862)  2026-02-06T21:57Z 72.5K followers, 20.9K engagements


"Dont let this happen to you: Someone who refuses to learn how to use AI and refuses to invest in AI"  
[X Link](https://x.com/The_AI_Investor/status/2019896670306332882)  2026-02-06T22:11Z 72.5K followers, [----] engagements


"https://x.com/benioff/status/1996733865638117827 LLMs are the new disk drives: commodity infrastructure you hot-swap for whoevers cheapest + best. The fantasy that the model is a moat just expired. ☠ https://t.co/VIBm3TH6nr https://x.com/benioff/status/1996733865638117827 LLMs are the new disk drives: commodity infrastructure you hot-swap for whoevers cheapest + best. The fantasy that the model is a moat just expired. ☠ https://t.co/VIBm3TH6nr"  
[X Link](https://x.com/The_AI_Investor/status/2019924494807392739)  2026-02-07T00:01Z 72.5K followers, [----] engagements


"Jensen on NVDA GPUs vs ASICs like AWS Trainium which is cheaper: 30% more expensive but our perf is 10x so it's maybe 20% of token generation cost"  
[X Link](https://x.com/The_AI_Investor/status/2020171275923341318)  2026-02-07T16:22Z 72.5K followers, 33.9K engagements


"Interesting story of Elon Musk and Shivon Zilis: "It's been one of the most meaningful friendships of my life like by far" "If the choice is between an anonymous sperm donor or doing it with the person you admire most in the world for me that was a pretty fucking easy decision" she says. "I can't possibly think of genes I would prefer for my children." Shivon Zilis the bright-eyed AI investor Elon recruited in [----] to work at OpenAI and who ended up as the top operations manager of Neuralink. She had become his very close friend intellectual companion and occasional gaming partner. "It's been"  
[X Link](https://x.com/The_AI_Investor/status/2020172792214483358)  2026-02-07T16:28Z 72.6K followers, 21.7K engagements


"France topped global foreign direct investment (FDI) in data centers in [----] attracting $69B in announced greenfield projects (UNCTAD / fDi Markets data for the first nine months) far ahead of: US: $29B South Korea: $21B Data centers captured over 20% of global greenfield FDI (about $270B+ across sectors) driven by rising demand for AI compute. Why France: Low-carbon nuclear power: ideal for power-hungry AI clusters and ESG targets Proactive government policy: AI campuses faster permitting and ready sites (e.g. Dunkirk) Paris AI Summit momentum: helped secure major private commitments (109B+)"  
[X Link](https://x.com/The_AI_Investor/status/2020187771055509836)  2026-02-07T17:27Z 72.5K followers, [----] engagements


"Bill Gates told Elon at the Tesla Giga Texas: "Its impossible to have a long-range semi-truck." Im surprised by how Bill Gates approached the problem. It doesnt sound right to me given what he accomplished with Microsoft or it's not true"  
[X Link](https://x.com/The_AI_Investor/status/2020645568574550046)  2026-02-08T23:46Z 72.5K followers, 14.2K engagements


"@adgiachino collapsed like $aapl"  
[X Link](https://x.com/The_AI_Investor/status/2020663229471732140)  2026-02-09T00:57Z 72.5K followers, [----] engagements


"@KevinBCook interesting thx what's the bull thesis"  
[X Link](https://x.com/The_AI_Investor/status/2020679320357007579)  2026-02-09T02:01Z 72.5K followers, [----] engagements


"@OffTheTick yes whats the unknown bottleneck"  
[X Link](https://x.com/The_AI_Investor/status/2020679674159128846)  2026-02-09T02:02Z 72.5K followers, [----] engagements


"@RouleurCapital ur bull thesis"  
[X Link](https://x.com/The_AI_Investor/status/2020679749279047742)  2026-02-09T02:02Z 72.5K followers, [----] engagements


"@sindhureddy yeah"  
[X Link](https://x.com/The_AI_Investor/status/2020686759060029642)  2026-02-09T02:30Z 72.5K followers, [---] engagements


"@cajunpies underperform the market"  
[X Link](https://x.com/The_AI_Investor/status/2021354824181350803)  2026-02-10T22:45Z 72.5K followers, [---] engagements


"more: https://www.digitimes.com/news/a20260128PD231/asic-2027-alchip-competition-market.html https://www.digitimes.com/news/a20260128PD231/asic-2027-alchip-competition-market.html"  
[X Link](https://x.com/The_AI_Investor/status/2017857684079579430)  2026-02-01T07:08Z 72.5K followers, [----] engagements


"Tim is cooking 😂"  
[X Link](https://x.com/The_AI_Investor/status/2018760676538568762)  2026-02-03T18:57Z 72.5K followers, 20.6K engagements


"AMD just reported earnings: Data Center segment revenue in the quarter was a record $5.4 billion up 39% year-over-year driven by strong demand for AMD EPYC processors and the continued ramp of AMD Instinct GPU shipments. Meanwhile NVDA last quarter: Record Data Center revenue of $51.2 billion up 25% from Q2 and up 66% from a year ago $NVDA is 10x bigger and still growing faster. https://twitter.com/i/web/status/2018798392722575656 https://twitter.com/i/web/status/2018798392722575656"  
[X Link](https://x.com/The_AI_Investor/status/2018798392722575656)  2026-02-03T21:26Z 72.5K followers, 40.7K engagements


"Nobody wants $NVDA at the current price of about $180 partly because the market only seems to like stocks that can go 2x in a month. Over the long term well see whos been swimming naked"  
[X Link](https://x.com/The_AI_Investor/status/2018908329028825286)  2026-02-04T04:43Z 72.5K followers, 20.9K engagements


"AI shakes software sector . but AI stocks $NVDA & others are also getting crushed. Make it make sense"  
[X Link](https://x.com/The_AI_Investor/status/2019115517689081899)  2026-02-04T18:27Z 72.5K followers, 24K engagements


"This is a great reply to Anthropic ads. Anthropic always seems to play the we are the only good people here game. First the good part of the Anthropic ads: they are funny and I laughed. But I wonder why Anthropic would go for something so clearly dishonest. Our most important principle for ads says that we wont do exactly this; we would obviously never run ads in the way Anthropic First the good part of the Anthropic ads: they are funny and I laughed. But I wonder why Anthropic would go for something so clearly dishonest. Our most important principle for ads says that we wont do exactly this;"  
[X Link](https://x.com/The_AI_Investor/status/2019151926114312256)  2026-02-04T20:51Z 72.5K followers, 11.2K engagements


"$GOOGL is down about 6% after earnings so I guess valuation does matter. $NVDA is up about 1% after hours. Is this the turnaround for the so-called OpenAI camp versus the Google camp Insane valuation metric: NTM PEG my own metric of $NVDA is currently at [----] vs [---] of $GOOGL [----] of $META and [----] of $MSFT. Insane valuation metric: NTM PEG my own metric of $NVDA is currently at [----] vs [---] of $GOOGL [----] of $META and [----] of $MSFT"  
[X Link](https://x.com/The_AI_Investor/status/2019156097022718059)  2026-02-04T21:08Z 72.5K followers, 18.9K engagements


"AI stocks $NVDA & others are also getting crushed because AI is disrupting software AI can run on its own shelf I guess what do chips even do AI shakes software sector . but AI stocks $NVDA & others are also getting crushed. Make it make sense. https://t.co/5uJKq0b4e9 AI shakes software sector . but AI stocks $NVDA & others are also getting crushed. Make it make sense. https://t.co/5uJKq0b4e9"  
[X Link](https://x.com/The_AI_Investor/status/2019485294844866988)  2026-02-05T18:56Z 72.5K followers, [----] engagements


"BREAKING: $NVDA is down AH because they don't know who should get more shipping of GB200/300 to GOOGL or AMZN $610 BILLION OF CAPEX WILL BE SPENT IN [----] BY JUST [--] COMPANIES $AMZN $GOOGL $META $MSFT And market is selling $NVDA $610 BILLION OF CAPEX WILL BE SPENT IN [----] BY JUST [--] COMPANIES $AMZN $GOOGL $META $MSFT And market is selling $NVDA"  
[X Link](https://x.com/The_AI_Investor/status/2019553918129508819)  2026-02-05T23:29Z 72.5K followers, 40.8K engagements


"Using say 1% of asset to "all in" [--] high beta/unprofitable stock is really misleading especially to new investors with much smaller accounts. $IREN my ass got cooked ngl https://t.co/dc6OjYZyix my ass got cooked ngl https://t.co/dc6OjYZyix"  
[X Link](https://x.com/The_AI_Investor/status/2019612383065567547)  2026-02-06T03:21Z 72.5K followers, 54.1K engagements


""OpenAIs new GPT5.3Codex was codesigned for trained with and is served on NVIDIA GB200 NVL72 systems accelerating the frontier of AI. " This will be a huge success for both Nvidia & OpenAI OpenAIs new GPT5.3Codex was codesigned for trained with and is served on NVIDIA GB200 NVL72 systems accelerating the frontier of AI. Were excited to see what developers build next with this breakthrough in code intelligence. OpenAIs new GPT5.3Codex was codesigned for trained with and is served on NVIDIA GB200 NVL72 systems accelerating the frontier of AI. Were excited to see what developers build next with"  
[X Link](https://x.com/The_AI_Investor/status/2019676787354321170)  2026-02-06T07:37Z 72.5K followers, 11.4K engagements


"When you buy and hold $NVDA through the FUD"  
[X Link](https://x.com/The_AI_Investor/status/2019887682550386694)  2026-02-06T21:35Z 72.5K followers, 14.9K engagements


"What stock would you pick And find your best AI stock for each category I'd start: 80% chance of 20% gain: $NVDA . 80% chance of 20% gain 50% chance of 50% gain 10% chance of 100% gain 20% chance of 80% gain 80% chance of 20% gain 50% chance of 50% gain 10% chance of 100% gain 20% chance of 80% gain"  
[X Link](https://x.com/The_AI_Investor/status/2020261736688021661)  2026-02-07T22:21Z 72.5K followers, 13.8K engagements


"Lol good luck with the $NVDA short Michael Burry"  
[X Link](https://x.com/The_AI_Investor/status/1987984337686720874)  2025-11-10T20:42Z 72.5K followers, 35K engagements


""In the next 6-7 years you are going to see a bunch of small nuclear reactors. we will ALL be power generators just like somebody's farm." What stocks/companies benefit the most from this"  
[X Link](https://x.com/The_AI_Investor/status/1996416934435516723)  2025-12-04T03:11Z 72.5K followers, 398.1K engagements


"Execution risk for Rubin will be much less than Hopper Blackwell transition. "Nvidia Rubin-based AI servers will begin shipping in August [----] in small volume media report citing EVP Mike Yang at AI server giant Quanta Computer. The transition to producing Rubin-based servers will be smoother as it will use the same architecture as Nvidia GB-based servers" Nvidia Rubin-based AI servers will begin shipping in August [----] in small volume media report citing EVP Mike Yang at AI server giant Quanta Computer. The transition to producing Rubin-based servers will be smoother as it will use the same"  
[X Link](https://x.com/The_AI_Investor/status/2013151411077521689)  2026-01-19T07:27Z 72.5K followers, [----] engagements


"In [----] Peter Thiel criticized Google for running out of ideas to reinvest in"  
[X Link](https://x.com/The_AI_Investor/status/2014867076113219976)  2026-01-24T01:05Z 72.5K followers, [----] engagements


"MediaTek Alchip and Marvell Technology (MRVL) are competing for the ASIC runnerup spot as cloud and AI firms race to deploy custom silicon. Microsoft (MSFT) just launched its Maia200 ASIC signaling a push into specialized compute. Analysts say [----] will see a simultaneous rampup of multiple major ASICs reshaping the semiconductor market. https://twitter.com/i/web/status/2017857598041866726 http://8376.TW http://2454.TW https://twitter.com/i/web/status/2017857598041866726 http://8376.TW http://2454.TW"  
[X Link](https://x.com/The_AI_Investor/status/2017857598041866726)  2026-02-01T07:08Z 72.5K followers, [----] engagements


"$GOOGL CapEx $180B vs $120B Est. Do you believe Jensen's $500bn+ guidance now"  
[X Link](https://x.com/The_AI_Investor/status/2019162957238985172)  2026-02-04T21:35Z 72.5K followers, 43K engagements


"Cathie Wood said Tesla could reach $100T I will say $NVDA could reach that number too because why not"  
[X Link](https://x.com/The_AI_Investor/status/2019948970135679090)  2026-02-07T01:38Z 72.5K followers, 14.1K engagements


"ChatGPT [---] Codex One milestone of using Nvidia NVL72 to train and serve models Most people would buy argument that TPU is taking shares from Nvidia but few think TPU could be a risk to Google's AI progress. Better hardware leads to better models I dont see how Google can have better hardware than Nvidia. Market swing from Google is dead to Google is the only winner in [--] months or so. Published this free article when I was still owning Google: https://open.substack.com/pub/theaiinvestorx/p/semianalysis-tpuv7-google-takes-ar=6makb5&utm_medium=ios&shareImageVariant=overlay ChatGPT [---] smokes"  
[X Link](https://x.com/The_AI_Investor/status/2020976869269729617)  2026-02-09T21:43Z 72.5K followers, 12K engagements


"Hey @grok serious investing question: You get $1M to invest. No bonds. No cash. Just stocks. You can rebalance in the future. How do you allocate across these NVDA TSLA MSFT AAPL META AVGO TSM AMD GOOGL ORCL Drop percentages. Lets see your AI portfolio brain"  
[X Link](https://x.com/The_AI_Investor/status/2021129309638066351)  2026-02-10T07:49Z 72.5K followers, 46.5K engagements


"Taiwans Big [--] AI server makers November revenue: Foxconn NT$844.3 billion +25.5% year-on-year Wistron NT$280.6 billion +194.6% Quanta NT$192.9 billion +36.5% Wiwynn NT$96.9 billion +158.6% Inventec NT$52.2 billion -14.3% Gigabyte NT$30.7 billion +38.2% https://t.co/C0S3iplifC https://t.co/C0S3iplifC"  
[X Link](https://x.com/The_AI_Investor/status/1999026146063651150)  2025-12-11T07:59Z 72.5K followers, 12.2K engagements


"Portfolio updates new stocks and [----] year end review It has been quite a year in [----] with so many developments in AI from DeepSeek shock and Trump tariffs to the AI Diffusion Rule China blocking H20 Sam Altmans [---] deal and TPUs. But fortunately with high conviction we have made it through all of them and achieved strong gains in our wealth. Portfolio Performance [----] performance: - QQQ: 20.16%. - S&P 500: 16.39%. - My portfolio: 66.76%. I still outperformed the S&P [---] by about 4x and QQQ by 3.3x. My [----] performance is similar to [----] when my portfolio was about 3.3x of QQQ. Read more"  
[X Link](https://x.com/The_AI_Investor/status/2006550576482627675)  2026-01-01T02:18Z 72.5K followers, 41.6K engagements


"Elon confirmed this report: " xAI has bought an [--] additional 380MW of natural gas turbines from South Korea's Doosan Enerbility. The first two units are scheduled for delivery by the end of [----]. This will power an additional 600000+ GB200 NVL72 equivalent size cluster (or [------] + VR200 NVL144 equivalent size cluster)." Roughly 2GW of addition natural gas turbines or say 2x$30bn of NVDA products. @SemiAnalysis_ True @SemiAnalysis_ True"  
[X Link](https://x.com/The_AI_Investor/status/2008407970741100585)  2026-01-06T05:19Z 72.5K followers, [----] engagements


"Yann LeCun later told Elon his bet is (famously) on JEPA world models and planning not with the techniques everyone is currently betting on. And that Elon will realize he is right later"  
[X Link](https://x.com/The_AI_Investor/status/2016379504382640626)  2026-01-28T05:15Z 72.5K followers, [----] engagements


"Jensen on software stocks getting crushed by fear of AI But I think the key point missing here is that software companies that adopt and use AI will move much faster"  
[X Link](https://x.com/The_AI_Investor/status/2019071469679005701)  2026-02-04T15:32Z 72.5K followers, 12.1K engagements


"$GOOGL Q4 [----] Earnings"  
[X Link](https://x.com/The_AI_Investor/status/2019156486681694295)  2026-02-04T21:09Z 72.5K followers, [----] engagements


"Best performing stock for the rest of [----] from today prices * NVIDIA (NVDA): $4.241 T $174.19 * Apple (AAPL): $4.063 T $276.49 * Alphabet (GOOG): $4.024 T $333.34 * Microsoft (MSFT): $3.078 T $414.19 NVDA AAPL MSFT GOOGL NVDA AAPL MSFT GOOGL"  
[X Link](https://x.com/The_AI_Investor/status/2019212773620871450)  2026-02-05T00:53Z 72.5K followers, [----] engagements


"Lol $AAPL 😂 Altogether that's over $650 billion. https://t.co/KmGnkRES03 Altogether that's over $650 billion. https://t.co/KmGnkRES03"  
[X Link](https://x.com/The_AI_Investor/status/2019644826392883534)  2026-02-06T05:30Z 72.5K followers, 64.2K engagements


"Anthropic CEO Dario Amodei: "we might be 6-12 months away from models doing all of what software engineers do end-to-end" In Mar [----] he said AI would write 90% of code in [--] months and nearly all code within a year"  
[X Link](https://x.com/The_AI_Investor/status/2020222537008050510)  2026-02-07T19:46Z 72.5K followers, 27K engagements


"Jensen - "if OpenAI Anthropic has 2x as much compute they would 4x revenue" Elon also said chips are the limitting factor of AI. The question is what's the limit of intelligence (token) generation"  
[X Link](https://x.com/The_AI_Investor/status/2020264239383081116)  2026-02-07T22:31Z 72.5K followers, 24K engagements


"Its interesting how the U.S. is poised to win the AI race over China. What to make from the pictures The faces of American AI https://t.co/UQwZVKsaxy The faces of American AI https://t.co/UQwZVKsaxy"  
[X Link](https://x.com/The_AI_Investor/status/2020270495627899334)  2026-02-07T22:56Z 72.5K followers, 34.6K engagements


"From this post. OpenAI up 65% PLTR down 25% OpenAI looks cheap at $500bn valuation at least cheaper than $PLTR etc. and quantum stocks. https://t.co/fJVB5MhY9L OpenAI looks cheap at $500bn valuation at least cheaper than $PLTR etc. and quantum stocks. https://t.co/fJVB5MhY9L"  
[X Link](https://x.com/The_AI_Investor/status/2020381928776663417)  2026-02-08T06:19Z 72.5K followers, [----] engagements


"Bloom Energy CEO KR Sridhar: solid oxide fuel cells running on natural gas enable on-site generation for 0.5-1 GW data center equivalent to San Francisco's power use bypassing grid constraints for AI expansion"  
[X Link](https://x.com/The_AI_Investor/status/2020536960922857608)  2026-02-08T16:35Z 72.5K followers, 64.5K engagements


"Jensen Huang on ignorance and optimism: "I think everyone deserves some time to be oblivious and not wear all of the world's problems on their shoulders on Day [--]. You have to build up some internal reserve of optimism. ""  
[X Link](https://x.com/The_AI_Investor/status/2020547968554995775)  2026-02-08T17:19Z 72.5K followers, 15K engagements


"Jensen Huang just dropped the mic on CNBC: The AI infrastructure buildout is the largest in human history a once-in-a-generation event. It's going to take us some [--] years"  
[X Link](https://x.com/The_AI_Investor/status/2020655583565840556)  2026-02-09T00:26Z 72.5K followers, 52.4K engagements


"Im not interested in AI infrastructure stocks that might deliver say 30% upside over the next year. Why bother with those when we have $NVDA trading at around 25x forward P/E What I am interested in are stocks that can 10x over the next [--] years. Which AI stocks offer that kind of outsized risk-reward profile https://twitter.com/i/web/status/2020658754170282297 https://twitter.com/i/web/status/2020658754170282297"  
[X Link](https://x.com/The_AI_Investor/status/2020658754170282297)  2026-02-09T00:39Z 72.5K followers, 81.3K engagements


"I cant blame the AI bears in 2023/2024 Remember most people many in tech said LLMs were like toy chatbot app"  
[X Link](https://x.com/The_AI_Investor/status/2020683323157422480)  2026-02-09T02:17Z 72.5K followers, 18.5K engagements


"Seven to eight years of AI buildout would blow all $NVDA bear theses out of the water. Jensen Huang just dropped the mic on CNBC: The AI infrastructure buildout is the largest in human history a once-in-a-generation event. It's going to take us some [--] years. https://t.co/avBUaSE05O Jensen Huang just dropped the mic on CNBC: The AI infrastructure buildout is the largest in human history a once-in-a-generation event. It's going to take us some [--] years. https://t.co/avBUaSE05O"  
[X Link](https://x.com/The_AI_Investor/status/2020685548625748182)  2026-02-09T02:25Z 72.5K followers, 13.8K engagements


"Korea Economic Daily: NVIDIA allocated the HBM4 volume it needs to the three memory makers last December with the split at mid-to-high 50% for SK hynix mid-20% for Samsung Electronics and around 20% for Micron. So what's the context that was missing from SemiAnalysis report Or was it in some other paid services * Korea Economic Daily: NVIDIA allocated the HBM4 volume it needs to the three memory makers last December with the split at mid-to-high 50% for SK hynix mid-20% for Samsung Electronics and around 20% for Micron. ** This report runs contrary to SemiAnalysiss estimates. * Korea Economic"  
[X Link](https://x.com/The_AI_Investor/status/2020760659919823186)  2026-02-09T07:24Z 72.5K followers, 23.5K engagements


"If AI infrastructure buildout is going to take us [--] years then what would be a fair valuation of $NVDA Jensen Huang just dropped the mic on CNBC: The AI infrastructure buildout is the largest in human history a once-in-a-generation event. It's going to take us some [--] years. https://t.co/avBUaSE05O Jensen Huang just dropped the mic on CNBC: The AI infrastructure buildout is the largest in human history a once-in-a-generation event. It's going to take us some [--] years. https://t.co/avBUaSE05O"  
[X Link](https://x.com/The_AI_Investor/status/2020977284765904917)  2026-02-09T21:45Z 72.5K followers, 23.4K engagements


"The AI bubble fear was a bubble Is it normal for $WMT to be 2x more expensive than $NVDA in forward PE Forward P/E Ratios. Walmart $WMT: [--] Apple $AAPL: [--] Google $GOOGL: [--] Amazon $AMZN: [--] Microsoft $MSFT: [--] Nvidia $NVDA: [--] Meta $META: [--] https://t.co/BSywhjbEV0 Forward P/E Ratios. Walmart $WMT: [--] Apple $AAPL: [--] Google $GOOGL: [--] Amazon $AMZN: [--] Microsoft $MSFT: [--] Nvidia $NVDA: [--] Meta $META: [--] https://t.co/BSywhjbEV0"  
[X Link](https://x.com/The_AI_Investor/status/2021042639873900772)  2026-02-10T02:04Z 72.5K followers, 23.1K engagements


"@grok optimize return not diversification do it again"  
[X Link](https://x.com/The_AI_Investor/status/2021137835726930106)  2026-02-10T08:23Z 72.5K followers, 12.1K engagements


"$TSMC rev grew 19.8% M/M in Jan 2026"  
[X Link](https://x.com/The_AI_Investor/status/2021139321529696347)  2026-02-10T08:28Z 72.5K followers, 13.2K engagements


"@grok now you can only pick [--] stocks and optimize for return give strong reasoning not just stock picking the them focus on the next [--] years earnings catalyst"  
[X Link](https://x.com/The_AI_Investor/status/2021140542520971278)  2026-02-10T08:33Z 72.5K followers, 13.3K engagements


"NVDA has been building a new base for the past six months. The business is stronger than ever and the valuation is near the low end of its historical range. Just saying"  
[X Link](https://x.com/The_AI_Investor/status/2021345127546163513)  2026-02-10T22:06Z 72.5K followers, 15.8K engagements


"Micron's HBM4 schedule delay impact by Chae Min-suk Korea Investment & Securities - The delay in Micron's HBM4 is not expected to significantly impact earnings - This is because most of the upside in the [----] memory market will be driven by commodity DRAM and NAND ASP increases - As of Q4 [----] commodity DRAM operating margins likely already exceeded HBM operating margins - Unlike HBM where prices are determined on an annual basis commodity DRAM ASPs are rising significantly on a quarterly basis meaning the share of commodity DRAM in revenue and operating profit will expand considerably in"  
[X Link](https://x.com/The_AI_Investor/status/2021443072849215747)  2026-02-11T04:35Z 72.5K followers, 15.3K engagements


"$MU - the gift ket on giving Too bad I didnt pay the high price to realize MUs HBM4 market share was going to zero so I just bought and held. The market is doing what it always does. The gift keeps on giving. Check out my latest AI trades: https://t.co/QmPbSsgN72 The market is doing what it always does. The gift keeps on giving. Check out my latest AI trades: https://t.co/QmPbSsgN72"  
[X Link](https://x.com/The_AI_Investor/status/2021847914973475029)  2026-02-12T07:24Z 72.5K followers, 17.7K engagements


"Jensen - The goal of winning is to play again. Its like pinball: if you play well enough to earn another game you can stay in it for a long time"  
[X Link](https://x.com/The_AI_Investor/status/2021990718185910612)  2026-02-12T16:52Z 72.5K followers, [----] engagements

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