# ![@Vusal06586364 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1320628958921138178.png) @Vusal06586364 Vusal.A

Vusal.A posts on X about ai, $mrvl, agents, war the most. They currently have [--] followers and [--] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1320628958921138178/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1320628958921138178/c:line/m:interactions.svg)

- [--] Week [---] +8,200%
- [--] Month [---] +483%

### Mentions: [--] [#](/creator/twitter::1320628958921138178/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1320628958921138178/c:line/m:posts_active.svg)


### Followers: [--] [#](/creator/twitter::1320628958921138178/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1320628958921138178/c:line/m:followers.svg)

- [--] Week [--] +44%
- [--] Month [--] +21%

### CreatorRank: [---------] [#](/creator/twitter::1320628958921138178/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1320628958921138178/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  68.75% [technology brands](/list/technology-brands)  68.75% [finance](/list/finance)  31.25% [fashion brands](/list/fashion-brands)  6.25%

**Social topic influence**
[ai](/topic/ai) 43.75%, [$mrvl](/topic/$mrvl) #9, [agents](/topic/agents) 18.75%, [war](/topic/war) 12.5%, [snowflake](/topic/snowflake) 12.5%, [the great](/topic/the-great) 12.5%, [money](/topic/money) 12.5%, [$avgo](/topic/$avgo) #126, [$googl](/topic/$googl) 12.5%, [$pltr](/topic/$pltr) #543

**Top accounts mentioned or mentioned by**
[@boraozkent](/creator/undefined) [@nicktimiraos](/creator/undefined) [@bdquinn](/creator/undefined) [@i3invest](/creator/undefined) [@thexcapitalist](/creator/undefined) [@coinbureau](/creator/undefined)

**Top assets mentioned**
[Marvell Technology Inc (MRVL)](/topic/$mrvl) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Snowflake Inc. (SNOW)](/topic/$snow) [Oracle Corporation (ORCL)](/topic/$orcl) [Microsoft Corp. (MSFT)](/topic/microsoft) [ServiceNow Inc (NOW)](/topic/servicenow) [Salesforce Inc (CRM)](/topic/$crm) [Workday Inc (WDAY)](/topic/$wday) [NVIDIA Corp. (NVDA)](/topic/$nvda)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Nvidia is the King Broadcom is the Titan. But $MRVL (Marvell) is the Silent Assassin of the AI Supercycle. ⚔ While everyone stares at GPUs the real war is shifting to "Custom Silicon." Here is why Marvell is the ultimate asymmetric bet in the chip sector. 🧵"  
[X Link](https://x.com/Vusal06586364/status/2022396064306016630)  2026-02-13T19:42Z [--] followers, [---] engagements


"Why the scale favors $MRVL: Broadcom is a $1.8T giant. For them a new AI deal is "business as usual." Marvell is an $80B underdog. Capturing just 20-30% of the market could QUADRUPLE Marvell's revenue. Growth at scale vs. Growth by disruption. I choose disruption. 🚀"  
[X Link](https://x.com/Vusal06586364/status/2022396075148218597)  2026-02-13T19:42Z [--] followers, [---] engagements


"@BoraOzkent Palantir Amerika'nn Yapay Zeka Iletim Sistemi ve ak bir akip gremiyorum. AWS Snowflake ve ServiceNow gibi irketler veri analizi aralar gelitirmi olsa da Palantir farkl veri kmelerini dzenleyen ve optimize edilmi karar vermeyi kolaylatran bir ereveye sahip tek yapay zeka irketi olarak kendini farkllatryor. Bir iletme genelinde balant salayan ve zamanla gelien incelikli karar vermeyi ynlendiren eriilebilir bir analitik ereve oluturan bir okuma-yazma geri bildirim dngs tasarlyor. Palantir ayn zamanda veri analizi yapt ve yorumlama iin bilgi panolar oluturduu iin genellikle irket ii"  
[X Link](https://x.com/Vusal06586364/status/2021545972745040213)  2026-02-11T11:24Z [--] followers, [--] engagements


"The Great Rotation: Smart Money is leaving "Front Office" Apps (Interface) and moving to "Back Office" Infrastructure. In an Agentic world value accrues to: The Logic (Brain) The Memory (Data) The Power (Compute) Stop buying the screen. Buy the engine"  
[X Link](https://x.com/Vusal06586364/status/2022381137012928955)  2026-02-13T18:43Z [--] followers, [--] engagements


"The Great Decentralization: Big Tech (Google Amazon Meta) is tired of the "Nvidia Tax." They are building their own chips (ASICs) to lower costs and gain independence. Broadcom ($AVGO) currently owns 70% of this market. But there is a crack in the armor. 🛡📉"  
[X Link](https://x.com/Vusal06586364/status/2022396068223439129)  2026-02-13T19:42Z [--] followers, [--] engagements


"The Death of GUI (Graphical User Interface): Traditional SaaS ($CRM $WDAY) charges $100/month per human. But if [--] AI Agent replaces [--] humans SaaS revenue collapses by 90%. Agents dont need pretty dashboards. They dont need clicks. They need DATA and COMPUTE"  
[X Link](https://x.com/Vusal06586364/status/2022381133237977373)  2026-02-13T18:43Z [--] followers, [--] engagements


"The Institutional Setup: Here is where I am deploying capital for the Agent Era: 🧠 Logic: $PLTR (Palantir)The OS for Agents. You need an architecture to control the AI or it hallucinates. AIP is that architecture. 🗄 Memory: $SNOW (Snowflake)Agents have no memory. They need a "Single Source of Truth" to query. Snowflake gets paid per consumption. Agents never sleep = $SNOW prints money. https://twitter.com/i/web/status/2022381139927945506 https://twitter.com/i/web/status/2022381139927945506"  
[X Link](https://x.com/Vusal06586364/status/2022381139927945506)  2026-02-13T18:43Z [--] followers, [--] engagements


"The "SaaS Golden Age" is over. The "Infrastructure Supercycle" has begun. Don't let legacy metrics (P/E) fool you. Look at the CapEx. Look at the internal memos. Position accordingly. 🦅 Follow me for more institutional-grade insights on AI Infrastructure & Options"  
[X Link](https://x.com/Vusal06586364/status/2022381146525565193)  2026-02-13T18:43Z [--] followers, [--] engagements


"The Broadcom Dilemma: Broadcom CEO Hock Tan plays hardball. Price hikes and aggressive tactics have alienated giants like Amazon. In Supply Chain management if you squeeze your customers they seek an exit. Amazon has already moved to Marvell for its Trainium chips. Google is rumored to follow by [----]. https://twitter.com/i/web/status/2022396071880626665 https://twitter.com/i/web/status/2022396071880626665"  
[X Link](https://x.com/Vusal06586364/status/2022396071880626665)  2026-02-13T19:42Z [--] followers, [--] engagements


"⚡ INTERNAL MEMO: The "Frenemy" war between Microsoft and OpenAI just went nuclear. A leaked email from MSFT execs reveals panic over OpenAIs new "Frontier" agents. The "Per Seat" SaaS model is dead. The "Agent Economy" is here. Here is why Im rotating capital into $ORCL $PLTR and $SNOW"  
[X Link](https://x.com/Vusal06586364/status/2022381126006833376)  2026-02-13T18:43Z [--] followers, [--] engagements


"The Leak: Microsoft Commercial CEO Judson Althoff reportedly instructed sales teams to aggressively position against OpenAI. Why Because OpenAIs new "Agents" threaten to bypass the Interface entirely. If an Agent can do the work companies stop buying Salesforce/Office licenses for humans. https://twitter.com/i/web/status/2022381129714507913 https://twitter.com/i/web/status/2022381129714507913"  
[X Link](https://x.com/Vusal06586364/status/2022381129714507913)  2026-02-13T18:43Z [--] followers, [--] engagements


"Infrastructure: $ORCL (Oracle)The most mispriced asset at $160. Why Data Gravity.Agents need access to core banking/gov data. That data lives in Oracle DBs. You can't move it. Plus OCI is training AI models faster & cheaper than Azure. Oracle is the toll booth of the AI era"  
[X Link](https://x.com/Vusal06586364/status/2022381142700392883)  2026-02-13T18:43Z [--] followers, [--] engagements


"The Mispricing: $NVDA: 19x Price/Sales $AVGO: 18x Price/Sales $MRVL: 13x Price/Sales You are buying a Tier-1 AI play at a 30% discount to its peers. The market is pricing Marvell as a "Legacy Connectivity" firm. They are wrong. Its a "High-Growth Silicon Powerhouse.""  
[X Link](https://x.com/Vusal06586364/status/2022396078503661816)  2026-02-13T19:42Z [--] followers, [---] engagements


"@NickTimiraos @bdquinn Does that mean we could face a huge crash soon like in 2008"  
[X Link](https://x.com/Vusal06586364/status/2002310728351408218)  2025-12-20T09:30Z [--] followers, [--] engagements


"@i3_invest if you have fear then it will not happen. Crash happens when everyone bet all in and extremely greed"  
[X Link](https://x.com/Vusal06586364/status/2006296525366796749)  2025-12-31T09:29Z [--] followers, [---] engagements


"@thexcapitalist @coinbureau asset prices are not tanking because of this reason. It has not so much effect now on stock market. The problems are different and next [--] months we will see"  
[X Link](https://x.com/Vusal06586364/status/2018028108285157392)  2026-02-01T18:26Z [--] followers, [--] engagements

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