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# ![@YaronBuilds Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1244380824121769985.png) @YaronBuilds Yaron Heyman

Yaron Heyman posts on X about $avgo, ai, $btc, crypto the most. They currently have XXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.

### Engagements: XXX [#](/creator/twitter::1244380824121769985/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1244380824121769985/c:line/m:interactions.svg)

- X Week XXXXX -XX%
- X Month XXXXXX -XXXX%

### Mentions: XX [#](/creator/twitter::1244380824121769985/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1244380824121769985/c:line/m:posts_active.svg)

- X Week XXX -XX%
- X Month XXX +48%

### Followers: XXX [#](/creator/twitter::1244380824121769985/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1244380824121769985/c:line/m:followers.svg)

- X Week XXX +3.80%
- X Month XXX -XXXX%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::1244380824121769985/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1244380824121769985/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  XXXXX% [technology brands](/list/technology-brands)  XXXXX% [finance](/list/finance)  XXXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [countries](/list/countries)  XXX% [social networks](/list/social-networks)  XXXX% [fashion brands](/list/fashion-brands)  XXXX% [travel destinations](/list/travel-destinations)  XXXX% [exchanges](/list/exchanges)  XXXX% [automotive brands](/list/automotive-brands)  XXXX%

**Social topic influence**
[$avgo](/topic/$avgo) #375, [ai](/topic/ai) 10.2%, [$btc](/topic/$btc) #1867, [crypto](/topic/crypto) #6287, [money](/topic/money) 4.76%, [$nvda](/topic/$nvda) #1554, [red](/topic/red) 3.4%, [$googl](/topic/$googl) 3.4%, [open ai](/topic/open-ai) 3.4%, [future](/topic/future) XXX%

**Top accounts mentioned or mentioned by**
[@canadakaz](/creator/undefined) [@ericjackson](/creator/undefined) [@wallstengine](/creator/undefined) [@ohhhey69](/creator/undefined)

**Top assets mentioned**
[Broadcom, Inc. (AVGO)](/topic/$avgo) [Bitcoin (BTC)](/topic/$btc) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [SPX6900 (SPX)](/topic/$spx) [Strategy (MSTR)](/topic/$mstr) [Oracle Corporation (ORCL)](/topic/$orcl) [Grab Holdings Limited Class A Ordinary Shares (GRAB)](/topic/$grab) [Palantir (PLTR)](/topic/$pltr) [Ethereum (ETH)](/topic/$eth) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Metadium (META)](/topic/$meta) [Solana (SOL)](/topic/$sol) [XRP (XRP)](/topic/xrp) [Trade Desk, Inc. (TTD)](/topic/$ttd) [SoundHound AI, Inc. Class A Common Stock (SOUN)](/topic/$soun) [Shopify Inc (SHOP)](/topic/$shop) [JPMorgan Chase (JPM)](/topic/$jpm) [Salesforce Inc (CRM)](/topic/$crm) [Crowdstrike Holdings Inc (CRWD)](/topic/$crwd) [FantomStarter (FS)](/topic/$fs) [Vixco (VIX)](/topic/$vix) [Uber Technologies, Inc. (UBER)](/topic/$uber) [DoorDash, Inc. (DASH)](/topic/doordash) [GameStop, Corp. (GME)](/topic/$gme) [Silvergate Capital Corporation (SI)](/topic/$si) [Colgate-Palmolive Company (CL)](/topic/$cl)
### Top Social Posts
Top posts by engagements in the last XX hours

"4/10 $XRP enters a historic ETF phase In the last XX hours: Franklin Templeton launched its $XRPZ ETF Grayscale launches $GXRP today Canary Capital reported $XX million first-day volume and $XXX million AUM Bitwise launched an $XRP ETF (ticker $XRP) with a XXXX percent fee XRP continues its transition into a fully institutional asset"  
[X Link](https://x.com/YaronBuilds/status/1993312830141907371)  2025-11-25T13:36Z XXX followers, XX engagements


"Tom Lee: Why He Still Expects a Strong Year-End Rally Fundstrat just expanded its Granny Shots ETF family with two new funds: $GRNJ (Small/Mid Caps) and $GRNI (Large-Cap Income) alongside $GRNY. This week all three underperformed mainly due to profit-taking in AI and tech leaders not because of deteriorating fundamentals. Tom Lee remains very bullish. He reiterates his year-end target: S&P XXX at 70007300. His X reasons for a year-end rally: X. The longest government shutdown (43 days) has ended. X. High odds of a December rate cut (67% on Polymarket). X. Strong historical seasonality for"  
[X Link](https://x.com/YaronBuilds/status/1993325808258007463)  2025-11-25T14:28Z XXX followers, XXX engagements


"$TTD Stock Analysis: Is the Crash to $XX a Once-in-a-Decade Opportunity The date is December X 2025. The numbers on the screen are flashing bright red: The Trade Desk (TTD) is trading around $XX reflecting a market cap of approximately $19-20 billion. This marks a brutal XX% collapse from its annual high of $XXX. The hype has evaporated and investors are in panic mode. But before you sell in fear or buy blindlyhere is a comprehensive technical and fundamental analysis to cut through the noise. Why Did It Crash (The Ugly Truth) The stock didnt just fall; it was pushed by a "perfect storm" of"  
[X Link](https://x.com/YaronBuilds/status/1995568865330540690)  2025-12-01T19:01Z XXX followers, XXX engagements


"8/10 Right now (Pre-market) the market is trying to stabilize: Futures are flat. $BTC is recovering slightly but remains weak ($90k). Samsung launches a Tri-Fold phone trying to wake up the hardware market. Investors are sitting on their hands waiting for jobs data later this week to decide on rates"  
[X Link](https://x.com/YaronBuilds/status/1995839382306029735)  2025-12-02T12:56Z XXX followers, XX engagements


"9/10 Bulls vs. Bears battle is peaking: $JPM this morning: "Not an AI bubble but a structural shift in the economy." Dan Ives updates his AI portfolio: Out $SOUN $CRM In $SHOP $CRWD. Tom Lee ($FS): Crypto drop is an opportunity risk/reward is attractive. Consensus: The volatility is an opportunity but selectivity is the name of the game"  
[X Link](https://x.com/YaronBuilds/status/1995839769767534783)  2025-12-02T12:57Z XXX followers, XXX engagements


"3. Complacency or Opportunity The $VIX dropped to the 16.116.5 area. While this signals calm historically these levels combined with weak macro data are a red flag for a sudden correction. Meanwhile the Dollar is getting slaughtered: $DXY dropped to XXXX marking its 7th straight red day. Weak Dollar = Rocket fuel for commodities risk assets and Bitcoin ( $BTC)"  
[X Link](https://x.com/YaronBuilds/status/1996585478389129248)  2025-12-04T14:20Z XXX followers, XX engagements


"4. Moscow Failure Spikes Oil Peace talks between the US and Russia ended without a breakthrough. The market realizes sanctions are here to stay. Meanwhile: Tensions rising in Yemen and Venezuela. Result: Crude popped XXX% yesterday. 🛢 $WTI $XXXX 🛢 Brent $XX Energy ($XLE) was the strongest sector in the $SPX yesterday (+1.8%). A geopolitical hedge is still a must"  
[X Link](https://x.com/YaronBuilds/status/1996585553903419784)  2025-12-04T14:21Z XXX followers, XXX engagements


"1. First off what is $GRAB Think of it as $UBER + DoorDash + a Fintech Bankall in one app. It is the dominant "Super App" controlling Southeast Asia. After years of "growth at all costs" management flipped the switch: Focus on profitability. And honestly It worked. The numbers show a massive turnaround"  
[X Link](https://x.com/YaronBuilds/status/1996902386825146710)  2025-12-05T11:20Z XXX followers, XXX engagements


"2. The Financial Pivot (The Good News) 2024 Revenue grew XX% to nearly $2.8B. But the real story is the EBITDA (operational cash flow): From -$22M in 2023. To +$313M in 2024. The machine has started printing money. Cash flow is strong and they are no longer dependent on external funding"  
[X Link](https://x.com/YaronBuilds/status/1996902466336514410)  2025-12-05T11:20Z XXX followers, XX engagements


"9. When should you enter If you believe in the long-term vision wait for the dip. Look for a sane entry point when multiples cool down. Don't chase $GRAB when the hype is at its peak. Patience is the edge here"  
[X Link](https://x.com/YaronBuilds/status/1996902815634186359)  2025-12-05T11:21Z XXX followers, XXX engagements


"10. Enjoyed this analysis I break down financial reports and bring you the bottom line without the fluff. Follow me for more equity research. And RT the first tweet so your friends don't overpay for growth. As always - always DYOR"  
[X Link](https://x.com/YaronBuilds/status/1996903052209717342)  2025-12-05T11:22Z XXX followers, XX engagements


"6/ Crypto: The Flush $BTC dipped to the $88k range down XX% from recent highs. Whales taking profits + year-end regulatory fears = volatility. But context is key: Institutional flows are sticky and $MSTR is likely buying the dip. Weak hands are being shaken out before the next leg up"  
[X Link](https://x.com/YaronBuilds/status/1997408013863497745)  2025-12-06T20:49Z XXX followers, XX engagements


"Wall Street is holding its breath but beneath the surface It's chaos. Oil is crashing. Silver is smashing all-time records. The "People's Stock" is diving. And today at 2:00 PM ET The Fed decides the fate of our money. This isn't just another day. Here is the critical situation report down to the minute. 👇"  
[X Link](https://x.com/YaronBuilds/status/1998753464940105938)  2025-12-10T13:55Z XXX followers, XX engagements


"2. Winners & Losers (Pre-Market) While the market warms up there is drama in individual names: The Loser: GameStop ( $GME). Earnings miss revenue fell short of estimates. The stock is diving -XXX% before the bell. The Winner: Palantir ( $PLTR). Just announced a massive $448M contract with the US Navy to implement AI"  
[X Link](https://x.com/YaronBuilds/status/1998753699661746206)  2025-12-10T13:56Z XXX followers, XX engagements


"3. Commodities Going Wild Here is the real story of the morning: On one side: Silver ( $SI) is rocketing to All-Time Highs over $60/oz. On the other: Oil ( $CL) is in freefall crashing to the $XX range. The market message is confused: Flight to safety (Silver) vs. fear of a global slowdown (Oil)"  
[X Link](https://x.com/YaronBuilds/status/1998754685583294834)  2025-12-10T14:00Z XXX followers, XX engagements


"The market flipped overnight. $150B flowed back into crypto while you slept. Saylor isn't stopping Japan is cutting taxes and Argentina is opening its banks. If you blinked in the last XX hours you missed a lot. Here is everything you need to know right now (before the Fed decision): 🧵 Thread"  
[X Link](https://x.com/YaronBuilds/status/1998758534297616417)  2025-12-10T14:15Z XXX followers, XX engagements


"8/ Is the 4-Year Cycle Dead Interesting takes from key figures like CZ and Cathie Wood. The claim: We are in a "Supercycle." Massive ETF inflows and nation-state adoption are breaking $BTC's historical behavior. If they are right the charts we know from 2016 and 2020 are no longer relevant"  
[X Link](https://x.com/YaronBuilds/status/1998759168824528904)  2025-12-10T14:18Z XXX followers, XX engagements


"9/ Quick Hits: Upgrades & Alts VeChain completed its move to Proof of Stake (Hayabusa upgrade) - key for $VET corporate adoption. On the Ethereum front: $ETH is strengthening significantly against $BTC leading the rally. Is Altseason heating up $BTC dominance is weakening slightly. First signs"  
[X Link](https://x.com/YaronBuilds/status/1998759270477619626)  2025-12-10T14:18Z XXX followers, XXX engagements


"Everyone is obsessing over the XXXX% cut but they are missing the earthquake underneath. Today's Fed decision isn't just an update; it's an admission that the economy is in a much more dangerous spot than advertised. If you want to know where money flows in 2026 ignore the headlines and look at these X warning lights: X. The Consensus is Broken Fed decisions are usually unanimous. Today X dissenters out of XX. Translation: The board is fractured. Some members are screaming that this cut will reignite inflation. When there is doubt at the top expect volatility at the bottom. X. The Printer is"  
[X Link](https://x.com/YaronBuilds/status/1998836387794342384)  2025-12-10T19:25Z XXX followers, XXX engagements


"6/10 If everything is so good why the red candles X. Sky-high expectations: When you are priced for perfection a revenue miss hurts. X. The Debt: $ORCL has roughly $100B in debt. Investors are asking: How do you fund all this massive CapEx for data centers without wrecking the balance sheet"  
[X Link](https://x.com/YaronBuilds/status/1998870382892519931)  2025-12-10T21:40Z XXX followers, XXX engagements


"9/10 Oracle's strategy is clear: Be everywhere. They are building XX data centers that sit physically *inside* competitor clouds ( $AMZN AWS $GOOGL $MSFT Azure). The pitch: Use our superior database from anywhere. It worksMulticloud business skyrocketed by 817%"  
[X Link](https://x.com/YaronBuilds/status/1998870610139648139)  2025-12-10T21:41Z XXX followers, XXX engagements


"10/10 $ORCL delivered a revolutionary quarter. They have successfully pivoted from legacy software to an AI infrastructure powerhouse. The numbers back it up but the market demands proof that they can manage the debt load required to fuel this growth. Found this useful Drop a like and RT the first tweet to share the knowledge"  
[X Link](https://x.com/YaronBuilds/status/1998870698031460835)  2025-12-10T21:41Z XXX followers, XXX engagements


"The market completely missed what actually happened in the $ORCL Q&A. Headlines screamed "Debt" and "Cash Burn" but management told a completely different story. I went through every single answer on the call. Here are the X truths hidden between the lines 🧵 X. The $523B RPO is not just "Paper Money" 📄 Analysts were terrified that this massive backlog number was a bubble. The CFO's answer: Conversion to revenue is actually ACCELERATING. The portion recognized in the next XX months grew by 40%. This is real cash flow incoming not just distant dreams. X. Where is that $50B CapEx going 💸"  
[X Link](https://x.com/YaronBuilds/status/1999028353693573345)  2025-12-11T08:07Z XXX followers, XXX engagements


"3. The $DIS x OpenAI Mega Deal History in the making. Disney $DIS is investing $1B into OpenAI. The goal Using 'Sora' to generate video with their iconic IP. Hollywood and Silicon Valley are officially married. Content creation just changed forever"  
[X Link](https://x.com/YaronBuilds/status/1999123540272910675)  2025-12-11T14:26Z XXX followers, XXX engagements


"4. The Year of AI TIME's Person of the Year: "The Architects of AI." (Musk Jensen at $NVDA Zuck at $META Altman). Big Tech dominance is absolute: In 2025 $GOOGL owns X of the top XX apps. $META owns X of the top X. There is no second place"  
[X Link](https://x.com/YaronBuilds/status/1999123585693085760)  2025-12-11T14:26Z XXX followers, XX engagements


"9. The Stat of the Day Polymarket is now pulling more monthly traffic than sports betting giant $DKNG. People care more about predicting real-world outcomes than sports scores. The financialization of everything is complete"  
[X Link](https://x.com/YaronBuilds/status/1999123876475707820)  2025-12-11T14:27Z XXX followers, XXX engagements


"8/10 The Risk: Priced for Perfection. $AVGO is trading at high multiples with sky-high expectations. Any small miss on revenue profit or even a hint of caution in the forward guidance and the stock could face a rapid correction. There is zero room for error tonight"  
[X Link](https://x.com/YaronBuilds/status/1999196198255927370)  2025-12-11T19:14Z XXX followers, XXX engagements


"6/ Cash Flow (Cash is King) $AVGO is sitting on a mountain of liquidity. Free Cash Flow (FCF) stood at $XXXX Billion for the year. This means XX% of every dollar that comes in stays in the bank. They ended the year with $XXXX Billion in cash on hand. Incredible flexibility"  
[X Link](https://x.com/YaronBuilds/status/1999228791814603158)  2025-12-11T21:24Z XXX followers, XXX engagements


"Most investors assume 2026 is just a "rerun" of the 2025 bull run. Critical mistake. Fundstrat's Tom Lee just dropped his forecast: The $SPX is heading to 7700 but the rules of engagement are completely changing. Here are the X shifts that will define your P&L next year: X. Emotional Rollercoaster 🎢 Unlike the linear grind up we got used to 2026 will be "turbulent." Expect a sharp correction mid-year that will feel like a bear market. Its not a crashits a test. X. The Great Rotation (Small Caps) 📈 After years of underperformance Small Caps are screaming buy. The $IWM (Russell 2000) is"  
[X Link](https://x.com/YaronBuilds/status/1999396441811202250)  2025-12-12T08:30Z XXX followers, XX engagements


"6/ Not Just Chips The Network $AVGO's real edge isn't just the silicon it's connectivity. When you have a cluster of 1M accelerators the bottleneck is communication. $AVGO is betting on Ethernet as the global standard (vs InfiniBand). If the network is the computer $AVGO is the nervous system"  
[X Link](https://x.com/YaronBuilds/status/1999397842587205648)  2025-12-12T08:36Z XXX followers, XX engagements


"1. The Tale of Two Markets The $NDX (Nasdaq) took the heaviest hit dropping 1.7%. The $SPX (S&P 500) lost 1.1%. BUTand this is critical: The $DJI (Dow Jones) only dipped XXX% securing its 3rd straight winning week (+1.6%). The Rotation is real. Money is fleeing Tech and seeking shelter in Value"  
[X Link](https://x.com/YaronBuilds/status/1999936242939826619)  2025-12-13T20:15Z XXX followers, XX engagements


"3/ The Margin Trap $AVGO is going heavy into Custom ASIC manufacturing for giants like $GOOGL and OpenAI. Good news: AI revenue is flying (projected $8.2B next Q). The "Bad" news: These projects are complex. Margins are lower than legacy software. The market heard "margin erosion" and ran"  
[X Link](https://x.com/YaronBuilds/status/1999397673812574338)  2025-12-12T08:35Z XXX followers, XX engagements


"2. The $AVGO Shock Read this carefully: Broadcom reported record revenue and +28% growth. The result The stock crashed -11.4%. Why The guidance wasn't "perfect enough." The market has become spoiled. $AVGO lost $219B in market capthe largest daily loss in its history"  
[X Link](https://x.com/YaronBuilds/status/1999936296358121684)  2025-12-13T20:15Z XXX followers, XX engagements


"5. Altcoins: Blood & Opportunity Holders of alts are feeling the pain today. $DOT and $FIL crashed over XX% breaking key support levels. However seasoned traders see opportunities: $BNB is showing signs of recovery. $PEPE is sitting in an interesting accumulation zone. When volatility spikes fast traders feast"  
[X Link](https://x.com/YaronBuilds/status/1998399178708336793)  2025-12-09T14:27Z XXX followers, XX engagements


"8/10 While Wall Street is calm the world outside is noisy: France: Political earthquake. The government collapsed in a historic no-confidence vote. Europe's 2nd largest economy faces financial uncertainty. South Korea: Marking the 1-year anniversary of the Martial Law crisis a reminder of fragility in the region. Ukraine/Russia: Tensions peaking with strikes on oil infra keeping a floor under energy prices despite the OPEC+ freeze"  
[X Link](https://x.com/YaronBuilds/status/1996227297704042545)  2025-12-03T14:37Z XXX followers, XX engagements


"9/10 Oil ( $WTI) is trading around $59-$60/barrel. The Bull Case: OPEC+ decided not to hike output + Supply fears due to Ukraine. The Bear Case: Forecasts for global demand in 2026 are softening pressuring prices. Analysts cut 2026 targets to $XX avg. Low oil is great for inflation data but tough for Energy stocks ( $XLE)"  
[X Link](https://x.com/YaronBuilds/status/1996227367950274876)  2025-12-03T14:37Z XXX followers, XXX engagements


"7/ Geopolitical Chaos Global markets are messy: France: Political crisis is hammering French banks. South Korea: Still reeling from the failed martial law attempt. Ukraine/Russia: Energy infrastructure attacks have pushed Oil ( $WTI) back up to $XX. Defensive plays are back on the radar"  
[X Link](https://x.com/YaronBuilds/status/1997408086563127413)  2025-12-06T20:49Z XXX followers, XX engagements


"1/10 Today December XX 2025 might be the most important day of the year for the chip market. Everyone talks about Nvidia but Broadcom ( $AVGO) is the real test. The market is holding its breath for the report dropping tonight. At stake: $17.5B in revenue a stock at All-Time Highs and one massive question about the future of AI. Let's dive into what's coming 👇"  
[X Link](https://x.com/YaronBuilds/status/1999195657140068451)  2025-12-11T19:12Z XXX followers, XXX engagements


"3/10 First where do we stand We are arriving at this earnings call after an insane rally. $AVGO is trading around $405-$410 record highs. In Q3 the company showed XX% growth and record revenue of $16B. Expectations are in the stratosphere and investors have gotten used to good news. That is exactly where it gets dangerous"  
[X Link](https://x.com/YaronBuilds/status/1999195773255229907)  2025-12-11T19:13Z XXX followers, XXX engagements


"5/10 The real deal in the conference call: The 2026 Forecast. Will $AVGO management raise their AI guidance again We are talking about a potential Total Addressable Market (SAM) of $60B to $90B by 2027. Every word about future orders will move the stock violently. Investors want to hear about acceleration not stabilization"  
[X Link](https://x.com/YaronBuilds/status/1999195976435925235)  2025-12-11T19:13Z XXX followers, XXX engagements


"9/10 The Bottom Line: This is the Great Rally Test. This report isn't just about $AVGO. It answers the question haunting the entire market: Is the AI rally based on real numbers or are we in a bubble of over-optimism If $AVGO crushes it the entire semiconductor sector gets a tailwind"  
[X Link](https://x.com/YaronBuilds/status/1999196291121795201)  2025-12-11T19:15Z XXX followers, XXX engagements


"2. First a quick damage report: $BTC: $92005 (Down 0.7%) $ETH: $3326 (Flat) $SOL: $XXX (Down 3%) The market lost nearly X% of its total cap and $BTC briefly dipped below $90k. Why Jerome Powell played a double game"  
[X Link](https://x.com/YaronBuilds/status/1999222378795262105)  2025-12-11T20:58Z XXX followers, XX engagements


"3/ An Efficiency Beast $AVGO isn't just growing; it is hyper-profitable. Adjusted EBITDA hit $XXXX Billion. Pay attention to this stat: XX% of revenue is converting to operating profit. That is a significant improvement year-over-year. Operational excellence at its finest"  
[X Link](https://x.com/YaronBuilds/status/1999228642136625260)  2025-12-11T21:23Z XXX followers, XX engagements


"4/ Segment Breakdown: Everything is Green How is the pie divided 🟢 Semiconductor Solutions: $11.07B (61% of rev) up 35%. 🔵 Infrastructure Software: $6.94B (39% of rev) up 19%. Hardware and software are both firing on all cylinders pushing the $AVGO ship forward"  
[X Link](https://x.com/YaronBuilds/status/1999228703163687075)  2025-12-11T21:24Z XXX followers, XXX engagements


"2/ The Expectation Gap The market is used to $NVDA press conferences where every other word is "revolution." Hock Tan $AVGO's CEO is different. Pragmatic cautious calculated. Investors wanted crazy promises. Instead they got a small warning about margins. That was enough to spook them"  
[X Link](https://x.com/YaronBuilds/status/1999397621329215755)  2025-12-12T08:35Z XXX followers, XX engagements


"4/ The "Do It Yourself" Fear A cloud hangs over $AVGO: The fear that hyperscalers ( $GOOGL $META $AMZN) will dump them for in-house chips. Tan was asked about this. His answer was honest: "I don't see a risk right now." The market Wanted "Never happening." Got "So far so good." Not enough"  
[X Link](https://x.com/YaronBuilds/status/1999397725767356745)  2025-12-12T08:35Z XXX followers, XX engagements


"9/ The Bottom Line The drop in $AVGO is a lesson on Time Horizons. Short Term: Scared of temporary margin compression and lack of "hype." Long Term: Sees a monopoly forming on AI communication infrastructure. Did the market just hand a gift to latecomers Time will tell"  
[X Link](https://x.com/YaronBuilds/status/1999398024326345197)  2025-12-12T08:36Z XXX followers, XX engagements


"10/ What do you think Is the reliance on OpenAI a strategic masterstroke or a mistake that exposes $AVGO to a "fragile" partner"  
[X Link](https://x.com/YaronBuilds/status/1999398152571412603)  2025-12-12T08:37Z XXX followers, XX engagements


"8. Bright Spots & Weekend News Not everything is red. $TSLA continues its momentum (+2.7%). $LULU surged nearly XX% on earnings. Plus: A massive $NVDA + $PLTR partnership is dominating the weekend headlines. And Tom Lee is still calling for $SPX 7700 in 2026"  
[X Link](https://x.com/YaronBuilds/status/1999936715751133251)  2025-12-13T20:17Z XXX followers, XXX engagements


"9. The Week Ahead Buckle up. We are entering a Macro Super-Week: CPI Data Retail Sales and more Central Bank decisions. The market faces a test: Is this a "Buy the Dip" moment or the start of a painful AI reality check Stay sharp"  
[X Link](https://x.com/YaronBuilds/status/1999936770415452553)  2025-12-13T20:17Z XXX followers, XX engagements


"2/10 Why is this report so dramatic $AVGO isn't just another company. It is the "barometer" for Big Tech. Over half of its future growth comes from custom AI chips (ASICs) for hyperscalers like Google Meta and Microsoft. Simply put: Today's report is a peek into Big Tech's pockets. If $AVGO is selling less it means they are buying less"  
[X Link](https://x.com/YaronBuilds/status/1999195724920357055)  2025-12-11T19:12Z XXX followers, XXX engagements


"1. The screens are red but everyone is missing the bigger picture. The Fed cut rates J.P. Morgan made history and a "dead" coin just pumped XX% from the grave. While everyone is panic selling here is everything you missed in crypto over the last XX hours (and why it matters): 🧵"  
[X Link](https://x.com/YaronBuilds/status/1999222324772634776)  2025-12-11T20:58Z XXX followers, XX engagements


"8/ Looking Ahead: Q1 2026 Guidance Is the momentum slowing down Absolutely not. The forecast for the upcoming quarter is very bullish: Revenue Guidance: $XXXX Billion. Expected YoY Growth: 28%. The focus remains clear: AI accelerators and AI Ethernet networking are driving $AVGO"  
[X Link](https://x.com/YaronBuilds/status/1999228926841991393)  2025-12-11T21:24Z XXX followers, XX engagements


"7/ The Future According to Hock Tan While the market freaks out over a percentage point in margins $AVGO is building the 2030 infrastructure: Full optics/silicon integration. VMware for private cloud. Total dominance in Custom Silicon. They aren't trying to be $NVDA. They are trying to be the unavoidable infrastructure"  
[X Link](https://x.com/YaronBuilds/status/1999397902435692741)  2025-12-12T08:36Z XXX followers, XX engagements


"The calm before the storm Forget it. The storm is here. World War Warner ($108B on the table) Trump steps in on $NVDA chips and the fear index spikes X% in a single day. And all this moments before the most critical rate decision of the year. If you missed the madness of Dec 8th here is everything you need to know (and what's happening right now): 🧵"  
[X Link](https://x.com/YaronBuilds/status/1998397460843041181)  2025-12-09T14:20Z XXX followers, XX engagements


"9/ The Bottom Line $AVGO is proving itself as the backbone of global AI infrastructure. With massive margins aggressive AI growth and master-class cash flow managementthey are setting a new standard. Enjoyed this breakdown Follow me for more insights on Wall Street and Tech. And don't forget to RT the first tweet to share the alpha 🔄"  
[X Link](https://x.com/YaronBuilds/status/1999229002821607434)  2025-12-11T21:25Z XXX followers, XXX engagements


"5/ The OpenAI Minefield: Golden Handcuffs Everyone is celebrating the 10GW deal but we must acknowledge the risk: Fragility. Tying your future to OpenAI is a gamble. This isn't a stable 50-year-old titan. It's an entity going through turbulence. If the OpenAI bubble shakes (regulation funding management) $AVGO is exposed. Huge volume but dangerous dependency"  
[X Link](https://x.com/YaronBuilds/status/1999397795510284606)  2025-12-12T08:35Z XXX followers, XX engagements


"4. The Fed: Rate Cut & Rebellion We got the 3rd straight cut (to 3.5%-3.75%). But the real story was the vote: X dissenters. We haven't seen this level of division at the Fed since Sept 2019. The signal The party is winding down. Expect a slower pace in 2026. Inflation remains sticky"  
[X Link](https://x.com/YaronBuilds/status/1999936420405006457)  2025-12-13T20:16Z XXX followers, XX engagements


"5. Crypto: The New Safe Haven While Tech bleeds $BTC is flexing. Bitcoin bounced back to the $90k-$92k range. $SOL jumped nearly 5%. With equities looking shaky liquidity is finding a home in Crypto. Total Market Cap reclaimed $XXXX Trillion"  
[X Link](https://x.com/YaronBuilds/status/1999936483742941606)  2025-12-13T20:16Z XXX followers, XX engagements


"6. And now for a classic "Only in Crypto" moment: Terra ( $LUNA) surged XX% in a single day. Yes the same coin that collapsed in 2022. The reason Speculation ahead of founder Do Kwon's sentencing and a network upgrade. A reminder that this market is still wild and investor memory is incredibly short"  
[X Link](https://x.com/YaronBuilds/status/1999222603236741227)  2025-12-11T20:59Z XXX followers, XXX engagements


"7. On the ugly side the NFT market is bleeding out. Monthly sales crashed to a yearly low of $320M in November. Blue chips like CryptoPunks and Apes are seeing double-digit drops. Smart money is currently rotating from digital JPEGs into infrastructure and stablecoins"  
[X Link](https://x.com/YaronBuilds/status/1999222661701112092)  2025-12-11T21:00Z XXX followers, XXX engagements


"3. The AI Domino Effect $AVGO's drop paired with $ORCL's disappointment (-5% follow-through) dragged the entire sector down. $NVDA fell -3.3%. Semis ( $SOXX) collapsed -5.1%. Investors are finally asking hard questions about massive CapEx and concentration risk (OpenAI). The "Bubble" whispers are getting louder"  
[X Link](https://x.com/YaronBuilds/status/1999936376175825256)  2025-12-13T20:16Z XXX followers, XXX engagements


"6/ Index Wars: Good News & Bad News The week's drama was the fear $MSTR would get kicked out of the Nasdaq-100. Good news: Friday confirmed they stay. Relief. Bad news: MSCI is threatening to exclude crypto companies. If that happens passive funds will dump $4B of supply. A ticking time bomb"  
[X Link](https://x.com/YaronBuilds/status/1999940050423865645)  2025-12-13T20:30Z XXX followers, XX engagements


"7/ Who is buying The Whales 🐳 Despite the fear big money isn't leaving. The Swiss National Bank and Korean pension funds are adding. Vanguard holds $3.2B in $MSTR. And the Shorts XXXX% of the float is short. If $BTC rips we could see a violent Short Squeeze sending the stock parabolic"  
[X Link](https://x.com/YaronBuilds/status/1999940162009117102)  2025-12-13T20:31Z XXX followers, XX engagements