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# ![@ThinkFinance999 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::616110173.png) @ThinkFinance999 Paulo Santos

Paulo Santos posts on X about china, open ai, $ionq, $qbts the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

### Engagements: XXXXX [#](/creator/twitter::616110173/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::616110173/c:line/m:interactions.svg)

- X Week XXXXXX -X%
- X Month XXXXXX +82%
- X Months XXXXXXX +88%
- X Year XXXXXXX -XX%

### Mentions: XX [#](/creator/twitter::616110173/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::616110173/c:line/m:posts_active.svg)

- X Week XX +35%
- X Month XXX +123%
- X Months XXX -XXXX%
- X Year XXXXX +8.70%

### Followers: XXXXX [#](/creator/twitter::616110173/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::616110173/c:line/m:followers.svg)

- X Week XXXXX +0.57%
- X Month XXXXX +2.70%
- X Months XXXXX +13%
- X Year XXXXX +15%

### CreatorRank: XXXXXXX [#](/creator/twitter::616110173/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::616110173/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::616110173/influence)
---

**Social category influence**
[technology brands](/list/technology-brands)  XXXX% [countries](/list/countries)  XXXX% [stocks](/list/stocks)  XXXX% [finance](/list/finance)  XXXX% [automotive brands](/list/automotive-brands)  XXXX%

**Social topic influence**
[china](/topic/china) 1.33%, [open ai](/topic/open-ai) #1738, [$ionq](/topic/$ionq) #162, [$qbts](/topic/$qbts) 0.59%, [$goog](/topic/$goog) 0.59%, [$tslas](/topic/$tslas) 0.44%, [$13bn](/topic/$13bn) #1, [$1bn](/topic/$1bn) #6, [goog](/topic/goog) 0.3%, [$10mn](/topic/$10mn) XXX%

**Top accounts mentioned or mentioned by**
[@robotaxi](/creator/undefined) [@menakike1](/creator/undefined) [@dragoninvest470](/creator/undefined) [@tesla](/creator/undefined) [@theunclekrusty](/creator/undefined) [@wr4nygov](/creator/undefined) [@talesftf](/creator/undefined) [@yeahyupnope](/creator/undefined) [@tslachan](/creator/undefined) [@amitisinvesting](/creator/undefined) [@fredericlambert](/creator/undefined) [@herbertong](/creator/undefined) [@joetegtmeyer](/creator/undefined) [@stanphylcap](/creator/undefined) [@iewney](/creator/undefined) [@canadanofuture](/creator/undefined) [@teslaconomics](/creator/undefined) [@elonmusk](/creator/undefined) [@wholemarsblog](/creator/undefined) [@bt7712020516408](/creator/undefined)

**Top assets mentioned**
[IonQ, Inc. (IONQ)](/topic/$ionq) [D-Wave Quantum Inc. (QBTS)](/topic/$qbts) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Tesla, Inc. (TSLA)](/topic/tesla) [Plug Power, Inc. (PLUG)](/topic/$plug) [Rigetti Computing, Inc. Common Stock (RGTI)](/topic/$rgti) [Quantum Computing Inc. Common (QUBT)](/topic/$qubt) [QuantumScape Corporation (QS)](/topic/$qs) [IBM (IBM)](/topic/ibm) [Palantir (PLTR)](/topic/$pltr)
### Top Social Posts [#](/creator/twitter::616110173/posts)
---
Top posts by engagements in the last XX hours

"It's noticeable that $PLUG is also going crazy recently of course"  
[X Link](https://x.com/ThinkFinance999/status/1974141565162696854) [@ThinkFinance999](/creator/x/ThinkFinance999) 2025-10-03T15:56Z 3531 followers, XXX engagements


"This is a funny way of saying they sell XXXX million shares at $XXXX plus X free warrants with a $XXX strike per share. $IONQ"  
[X Link](https://x.com/ThinkFinance999/status/1976640931396001942) [@ThinkFinance999](/creator/x/ThinkFinance999) 2025-10-10T13:28Z 3531 followers, XXX engagements


"@silberschmelzer $QS is wildly unlikely to be able to compete successfully against the Chinese battery giants"  
[X Link](https://x.com/ThinkFinance999/status/1977476888328098234) [@ThinkFinance999](/creator/x/ThinkFinance999) 2025-10-12T20:50Z 3530 followers, XXX engagements


"This might be the reason for the OpenAI expansion to social with Sora and now to porn with ChatGPT"  
[X Link](https://x.com/ThinkFinance999/status/1978406132906418212) [@ThinkFinance999](/creator/x/ThinkFinance999) 2025-10-15T10:22Z 3531 followers, XXX engagements


"Atom computing $GOOG and $IBM lead (by a good margin) all the quoted quantum bubblettes in terms of quantum computing capacity (as measured by logical qubits). People are speculating on marginal quantum players basically"  
[X Link](https://x.com/ThinkFinance999/status/1978428623129317490) [@ThinkFinance999](/creator/x/ThinkFinance999) 2025-10-15T11:51Z 3533 followers, XXX engagements


"$GOOG really presents the easiest way to access free AI without the hassles of apps registration limits etc. And it's able to serve this at scale now (for text). Without huge additional capacity"  
[X Link](https://x.com/ThinkFinance999/status/1978433451444322703) [@ThinkFinance999](/creator/x/ThinkFinance999) 2025-10-15T12:11Z 3532 followers, XXX engagements


"@iewney $IONQ earnings are completely irrelevant for the stock"  
[X Link](https://x.com/ThinkFinance999/status/1978440844983116072) [@ThinkFinance999](/creator/x/ThinkFinance999) 2025-10-15T12:40Z 3532 followers, XXX engagements


"@MartinShkreli It coincided with OpenAI apparently suddenly feeling the need to create a social network with Sora and yesterday Sam saying soon ChatGPT will produce adult content. Yes it could be seasonal. Unlikely that it's capacity"  
[X Link](https://x.com/ThinkFinance999/status/1978448197434405374) [@ThinkFinance999](/creator/x/ThinkFinance999) 2025-10-15T13:09Z 3533 followers, XXX engagements


"@AndrewTaySG @MartinShkreli I think right now in terms of actual usage $GOOG is far ahead of OpenAI. Only it's nearly all free 😁 People (the common public) go with distribution first"  
[X Link](https://x.com/ThinkFinance999/status/1978450917994221574) [@ThinkFinance999](/creator/x/ThinkFinance999) 2025-10-15T13:20Z 3532 followers, XX engagements


"@AndrewTaySG @MartinShkreli In terms of technical ability it seems leadership is always changing hands. Right now OpenAI seems ahead but it's rumored $GOOG will retake the lead as soon as Gemini X is out"  
[X Link](https://x.com/ThinkFinance999/status/1978451491972067701) [@ThinkFinance999](/creator/x/ThinkFinance999) 2025-10-15T13:22Z 3532 followers, XXX engagements


"Oh wait it's NOT a sale of a $10mn system it's a Rental over X years WTF $QBTS"  
[X Link](https://x.com/ThinkFinance999/status/1978469615215825399) [@ThinkFinance999](/creator/x/ThinkFinance999) 2025-10-15T14:34Z 3532 followers, XXX engagements


"This is actually funny the company contracting with $QBTS SQT seems like a total scam with stupid error-filled Ai-generated images 🤣"  
[X Link](https://x.com/ThinkFinance999/status/1978538937078448325) [@ThinkFinance999](/creator/x/ThinkFinance999) 2025-10-15T19:10Z 3533 followers, XXX engagements


"There are several well-placed Chinese companies. The one which will be supplying most legacy automakers is Momenta which just launched Momenta R6 which ought to initially slot between $TSLA's v12 and v13. Unless Tesla goes unsupervised it will face the following phenomenon: * It's not very different for a driver to have to intervene once per each 200km versus once per each 2000km if he has to be attentive at all times"  
[X Link](https://x.com/ThinkFinance999/status/1978809479043887286) [@ThinkFinance999](/creator/x/ThinkFinance999) 2025-10-16T13:05Z 3532 followers, XX engagements


"@genejchan Maybe maybe not. It's hard to tell since $TSLA doesn't publish data on how it's progressing"  
[X Link](https://x.com/ThinkFinance999/status/1978811127870976447) [@ThinkFinance999](/creator/x/ThinkFinance999) 2025-10-16T13:11Z 3531 followers, XX engagements


"Stunning stupidity the vassal Netherlands let a fifth column US plant seize a Chinese company and now China put export controls on that company's factories in China (as it should). The result is that the European and part of the US auto industry now faces a chip shortage which might lead to production stoppages. You can't make this shit up. What is the Netherlands waiting to arrest all those involved in this obvious sabotage"  
[X Link](https://x.com/ThinkFinance999/status/1979442061968318951) [@ThinkFinance999](/creator/x/ThinkFinance999) 2025-10-18T06:58Z 3539 followers, XXX engagements


"Gone are the halcyon days of 2021"  
[X Link](https://x.com/ThinkFinance999/status/1973750153028022563) [@ThinkFinance999](/creator/x/ThinkFinance999) 2025-10-02T14:01Z 3534 followers, XXX engagements


"@BluthCapital Well at least the quantum guys are unencumbered by these mortal considerations of having to make money"  
[X Link](https://x.com/ThinkFinance999/status/1975813453509239191) [@ThinkFinance999](/creator/x/ThinkFinance999) 2025-10-08T06:40Z 3533 followers, XX engagements


"@themarketear This is absurd because Price/Earnings already takes info account margins (within earnings). If anything high margins (the current case) justify LOWER multiples because margins are somewhat mean-reverting. Paying high multiples for high margins compounds the market risk"  
[X Link](https://x.com/ThinkFinance999/status/1976237586898354497) [@ThinkFinance999](/creator/x/ThinkFinance999) 2025-10-09T10:45Z 3533 followers, XXX engagements


"Looks like deceleration. $5.5bn end-December 2024. $XX billion end-May/early June 2025. $XX billion end-July. $13bn end-September 2025. That's roughly a $1bn improvement per month until end-July but just $XXX billion per month since then. $1bn per month on a higher base implies a consistently lower growth rate while this then going to $XXX billion per month is both a lower growth rate and lower absolute growth. OpenAI $NVDA"  
[X Link](https://x.com/ThinkFinance999/status/1978405870221336853) [@ThinkFinance999](/creator/x/ThinkFinance999) 2025-10-15T10:21Z 3539 followers, XXX engagements


"Looks like deceleration. $5.5bn end-December 2024. $XX billion end-May/early June 2025. $XX billion end-July. $13bn end-September 2025. That's roughly a $1bn improvement per month until end-July but just $XXX billion per month since then. $1bn per month on a higher base implies a consistently lower growth rate while this then going to $XXX billion per month is both a lower growth rate and lower absolute growth. OpenAI $NVDA"  
[X Link](https://x.com/ThinkFinance999/status/1978405876655415327) [@ThinkFinance999](/creator/x/ThinkFinance999) 2025-10-15T10:21Z 3538 followers, XXX engagements


"@MartinShkreli Martin check out something interesting: it apparently took OpenAI X months to go from $XX to $XX billion in ARR. This is strange previously it was taking them around X month between each $X billion increase in ARR"  
[X Link](https://x.com/ThinkFinance999/status/1978447187664052602) [@ThinkFinance999](/creator/x/ThinkFinance999) 2025-10-15T13:05Z 3533 followers, XXX engagements


"@davidfrum The justification is to smooth the path for Bessent's friend"  
[X Link](https://x.com/ThinkFinance999/status/1978777841794695274) [@ThinkFinance999](/creator/x/ThinkFinance999) 2025-10-16T10:59Z 3539 followers, XXX engagements


"They're accelerating the dividend ahead of that event even (they increased the interim a lot more than net profit growth). It stands to reason they plan to increase it further at least in line with the net profit jump. That said in the meantime they did increase capex - for how long stands to be seen (capex is something which can be changed a lot on a whimfor them). I think their smart tower business still has a lot of room to grow. For instance when will they remember to propose the government to build a China-wide drone and stealth detection network (sound IR camera together with AI - not"  
[X Link](https://x.com/ThinkFinance999/status/1978797244779287018) [@ThinkFinance999](/creator/x/ThinkFinance999) 2025-10-16T12:16Z 3539 followers, XX engagements


"@LukeGromen Government accounting is on a cash basis not accrual so only cash costs and receipts paid in the month count. Hence the disparities you observe"  
[X Link](https://x.com/ThinkFinance999/status/1979046282250301567) [@ThinkFinance999](/creator/x/ThinkFinance999) 2025-10-17T04:46Z 3533 followers, XXX engagements


"It seems some $IONQ shareholders registered nearly XX million shares to sell"  
[X Link](https://x.com/ThinkFinance999/status/1979133117580362160) [@ThinkFinance999](/creator/x/ThinkFinance999) 2025-10-17T10:31Z 3535 followers, XXX engagements


"@genejchan Non-organic revenue growth is irrelevant"  
[X Link](https://x.com/ThinkFinance999/status/1979259945930330378) [@ThinkFinance999](/creator/x/ThinkFinance999) 2025-10-17T18:55Z 3539 followers, XX engagements


"It's propaganda. First China controls fentanyl production and distribution very well. China doesn't sell fentanyl into the US. Second what the propagandist is talking about is fentanyl precursors. But he's idiotic or a liar so he doesn't know that "fentanyl precursors" AREN'T a stable category (they keep changing) AND they're not just used to make fentanyl either. China has controlled several such chemicals but they keep changing. The fentanyl is made in Mexico and distributed within Mexico and the US due to demand within the US - China has nothing to do either with that production"  
[X Link](https://x.com/ThinkFinance999/status/1979429492012560652) [@ThinkFinance999](/creator/x/ThinkFinance999) 2025-10-18T06:09Z 3538 followers, X engagements


"In terms of FSD systems made available by suppliers (as opposed to developed by the automakers themselves of which there are several) it now seems obvious China's Momenta will be the biggest competitor to $TSLA's FSD. Momenta has already captured 15+ Tier X automotive brands including many international ones. The 1st model with Momenta's R6 system was launched today"  
[X Link](https://x.com/ThinkFinance999/status/1972572317382267223) [@ThinkFinance999](/creator/x/ThinkFinance999) 2025-09-29T08:01Z 3539 followers, XXX engagements


"@kakashiii111 The most relevant seems to be that it took them X months to go from $12bn to $13bn ARR. That's significantly slower growth than before. Maybe that's the reason they're branching into social (with Sora for advertising revenues) and porn (with erotism for adults on ChatGPT)"  
[X Link](https://x.com/ThinkFinance999/status/1978445652192317846) [@ThinkFinance999](/creator/x/ThinkFinance999) 2025-10-15T12:59Z 3539 followers, XXX engagements


"@qcapital2020 Margins are much higher than they used to be and partially mean-reverting so the multiples look lower than they'd otherwise be at normal margins. Margins are much higher than they'd usually be due to fiscal deficits much higher than normal for this point in the cycle"  
[X Link](https://x.com/ThinkFinance999/status/1978884038921195908) [@ThinkFinance999](/creator/x/ThinkFinance999) 2025-10-16T18:01Z 3539 followers, 2769 engagements


"@BenBajarin I can't imagine China having any problem meeting any need for transformers the US might have though. They have a much larger and faster growing grid so US additional demand wouldn't be comparatively large"  
[X Link](https://x.com/ThinkFinance999/status/1978930011827507446) [@ThinkFinance999](/creator/x/ThinkFinance999) 2025-10-16T21:04Z 3538 followers, XXX engagements


"It's not China keeping its prices artificially low. It's the US EU and others using monetary and fiscal policies which artificially move and keep prices high. That much is quite evident"  
[X Link](https://x.com/ThinkFinance999/status/1979091787034636317) [@ThinkFinance999](/creator/x/ThinkFinance999) 2025-10-17T07:47Z 3539 followers, XXX engagements


"The two companies which will supposedly invest $2bn in $OKLO's advanced fuel fabrication have 10mn and 70mn in revenues. This is as fake as the news on $QBTS yesterday (though that one at least only involved $10mn over X years)"  
[X Link](https://x.com/ThinkFinance999/status/1979222247740002419) [@ThinkFinance999](/creator/x/ThinkFinance999) 2025-10-17T16:25Z 3539 followers, XXX engagements


"OpenAI looks very cheap versus other quoted bubbles for sure. Less than half the price/sales on $PLTR for instance. It would trade much higher than $500bn if it was listed. Still it's interesting that they felt the need to expand to porn and social to grow further. And for now it also seems their growth recently slowed (2 months to increase ARR by $1bn versus X before)"  
[X Link](https://x.com/ThinkFinance999/status/1979421072207253952) [@ThinkFinance999](/creator/x/ThinkFinance999) 2025-10-18T05:35Z 3539 followers, XXX engagements


"How is it overstated when AI is painless (no need to learn cumbersome software) and cheaper simultaneously A huge chunk of $ADBE's business will disappear. And a lot of new business won't appear because most people / small businesses starting to need design work right now will go with AI first. A few wrappers to bring AI output to industry standards are likely most of what's needed now to fit right in"  
[X Link](https://x.com/ThinkFinance999/status/1979449053378167215) [@ThinkFinance999](/creator/x/ThinkFinance999) 2025-10-18T07:26Z 3539 followers, XXX engagements


"Very likely to. I already explained why elsewhere. The reason they sold their companies to $IONQ for "small" sums and for stock is likely because they were afraid if not being able to cash out quickly enough during a (now much larger) quantum bubble. So for sure they'll sell now at much higher prices. People who sell for stock typically want to cash out and just don't have a cash bid"  
[X Link](https://x.com/ThinkFinance999/status/1979485590740418586) [@ThinkFinance999](/creator/x/ThinkFinance999) 2025-10-18T09:51Z 3538 followers, XX engagements


"@familiarsources @dunne_insights There are Geelys at many price and quality points alongside several different Geely-owned brands also at several different price and quality points"  
[X Link](https://x.com/ThinkFinance999/status/1979497196652281915) [@ThinkFinance999](/creator/x/ThinkFinance999) 2025-10-18T10:38Z 3538 followers, XX engagements


"If you don't know what happened why do you have stupid opinions about it. Here's what happened: 1) The US long ago sabotaged the supply chain by blocking China from advanced semicondutors and semiconductor fabrication equipment for ALL purposes. 2) China just created a system of supplying REE with licenses for civilian purposes but not military purposes so REE remains available"  
[X Link](https://x.com/ThinkFinance999/status/1979531650519257497) [@ThinkFinance999](/creator/x/ThinkFinance999) 2025-10-18T12:54Z 3539 followers, XXX engagements


"No so the US did something that curtailed ALL advanced semiconductor development in China with the excuse of "possible military applications" and China retaliated by putting a license on REE with a possible restriction on military applications (case by case) and the supposed approval of all civilian applications. It's quite different. Also the US applied its law across the entire world so China decided to do the same"  
[X Link](https://x.com/ThinkFinance999/status/1979626328824381461) [@ThinkFinance999](/creator/x/ThinkFinance999) 2025-10-18T19:11Z 3539 followers, XX engagements


"Yes exactly I said as much. But: 1) It seeks out to restrict military applications (but it can allow some). 2) It seeks to NOT restrict any civilian applications. Notice that the US semiconductor blockade also applied to civilian applications (indeed it mostly applied to them as advanced semiconductors are typically not used in military hardware)"  
[X Link](https://x.com/ThinkFinance999/status/1979627356768940468) [@ThinkFinance999](/creator/x/ThinkFinance999) 2025-10-18T19:15Z 3539 followers, XX engagements


"This is mostly fantasy. Protected IP doesn't trade hands because you produce in China. "Know-how" does change hands simply because people making stuff learn to make stuff. That's unavoidable and typically new businesses everywhere are started by people who previously worked in the same field and got know-how from doing so"  
[X Link](https://x.com/ThinkFinance999/status/1979638643347407039) [@ThinkFinance999](/creator/x/ThinkFinance999) 2025-10-18T20:00Z 3539 followers, XX engagements


"@yeahyupnope @BasedBeffJezos Yes exactly Japan wasn't engaging in those practices and STILL got hit with SIMILAR measures. That tells you the practices weren't the reason the thucydides trap was - precisely my point"  
[X Link](https://x.com/ThinkFinance999/status/1979653993824677952) [@ThinkFinance999](/creator/x/ThinkFinance999) 2025-10-18T21:01Z 3539 followers, XX engagements


"You're fed narratives and eat them. Yes China uses subsidies. So does everyone else. For instance on EVs China's subsidies were smaller than in the EU and MUCH smaller than in the US. And they were fairer too. Who was the second largest cumulative recipient of such subsidies in China $TSLA. In the US batteries and EVs couldn't even get subsidized if they included a certain percentage of Chinese materials Even if made by US automakers in the US Things aren't as simple as you think they are. US-level subsidies on EVs would literally make the cars free in China"  
[X Link](https://x.com/ThinkFinance999/status/1979655710238462184) [@ThinkFinance999](/creator/x/ThinkFinance999) 2025-10-18T21:07Z 3539 followers, XX engagements


"@yeahyupnope @BasedBeffJezos $TSLA's customers received more than $11bn in the US in EV tax credits which directly reduced the price of the cars. And that's just one of several subsidies. Tesla also received a couple of billion in China"  
[X Link](https://x.com/ThinkFinance999/status/1979659804101783711) [@ThinkFinance999](/creator/x/ThinkFinance999) 2025-10-18T21:24Z 3539 followers, XX engagements