# ![@benitoz Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::30399584.png) @benitoz Ben Pouladian

Ben Pouladian posts on X about ai, $nvda, nvda, $googl the most. They currently have [------] followers and [---] posts still getting attention that total [-------] engagements in the last [--] hours.

### Engagements: [-------] [#](/creator/twitter::30399584/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::30399584/c:line/m:interactions.svg)

- [--] Week [-------] -73%
- [--] Month [---------] +159%
- [--] Months [----------] +3,820%
- [--] Year [----------] +155%

### Mentions: [--] [#](/creator/twitter::30399584/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::30399584/c:line/m:posts_active.svg)

- [--] Week [--] -18%
- [--] Month [---] -0.45%
- [--] Months [---] +352%
- [--] Year [-----] +10%

### Followers: [------] [#](/creator/twitter::30399584/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::30399584/c:line/m:followers.svg)

- [--] Week [------] +5.40%
- [--] Month [------] +16%
- [--] Months [------] +124%
- [--] Year [------] +136%

### CreatorRank: [------] [#](/creator/twitter::30399584/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::30399584/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  #2272 [technology brands](/list/technology-brands)  40% [finance](/list/finance)  18.18% [countries](/list/countries)  4.55% [currencies](/list/currencies)  2.73% [travel destinations](/list/travel-destinations)  1.82% [social networks](/list/social-networks)  0.91% [products](/list/products)  0.91% [celebrities](/list/celebrities)  0.91% [fashion brands](/list/fashion-brands)  0.91%

**Social topic influence**
[ai](/topic/ai) #1262, [$nvda](/topic/$nvda) #281, [nvda](/topic/nvda) #89, [$googl](/topic/$googl) 9.09%, [ben](/topic/ben) #297, [inference](/topic/inference) #100, [apple](/topic/apple) #470, [if you](/topic/if-you) #2076, [$be](/topic/$be) #36, [$amat](/topic/$amat) #57

**Top accounts mentioned or mentioned by**
[@zephyrz9](/creator/undefined) [@firstadopter](/creator/undefined) [@paulcerro](/creator/undefined) [@tmtlongshort](/creator/undefined) [@steipete](/creator/undefined) [@charleswangb](/creator/undefined) [@matthewberman](/creator/undefined) [@william26694](/creator/undefined) [@openaidevs](/creator/undefined) [@husnainmubarik](/creator/undefined) [@openclaw](/creator/undefined) [@tshirtnjeans2](/creator/undefined) [@arnytrezzi](/creator/undefined) [@em013l](/creator/undefined) [@akramsrazor](/creator/undefined) [@michaeljburry](/creator/undefined) [@insaneanalyst](/creator/undefined) [@stevehou](/creator/undefined) [@sama](/creator/undefined) [@benfritz](/creator/undefined)

**Top assets mentioned**
[NVIDIA Corp. (NVDA)](/topic/$nvda) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Bloom Energy Corporation (BE)](/topic/$be) [Applied Materials, Inc. (AMAT)](/topic/$amat) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Metadium (META)](/topic/$meta) [Eli Lilly and Company (LLY)](/topic/eli-lilly) [Lumentum Holdings Inc. Common Stock (LITE)](/topic/$lite) [Apple, Inc. (AAPL)](/topic/$aapl) [QUALCOMM, Inc. (QCOM)](/topic/$qcom) [monday.com Ltd. (MNDY)](/topic/$mndy) [Bank of America (BAC)](/topic/bank-of-america) [ServiceNow Inc (NOW)](/topic/servicenow) [Rambus Inc (RMBS)](/topic/$rmbs)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@OpenAIDevs So no more cursor"  
[X Link](https://x.com/benitoz/status/2021754137340498383)  2026-02-12T01:12Z 13.8K followers, 14.8K engagements


"Bloom Energy just dropped a bombshell on their Q4 call. Their fuel cells now power absorption chillers using waste heat cutting data center electricity usage by 20%+ All is 800vdc No grid. No HFCs. Free cooling. Power + cooling from one platform. $BE 🔊 Listen to this 👇"  
[X Link](https://x.com/benitoz/status/2019544465791504706)  2026-02-05T22:51Z 13.8K followers, 208.7K engagements


"Honored for the shout out from @ChrisCamillo on Bloom Energy $BE do your due diligence and study hard to connect the dots Bloom Energy just dropped a bombshell on their Q4 call. Their fuel cells now power absorption chillers using waste heat cutting data center electricity usage by 20%+ All is 800vdc No grid. No HFCs. Free cooling. Power + cooling from one platform. $BE 🔊 Listen to this 👇 https://t.co/YrT0mI1j1K Bloom Energy just dropped a bombshell on their Q4 call. Their fuel cells now power absorption chillers using waste heat cutting data center electricity usage by 20%+ All is 800vdc"  
[X Link](https://x.com/benitoz/status/2020239258808881264)  2026-02-07T20:52Z 13.8K followers, 50.7K engagements


"If youre curious about OpenClaw I would watch this. Matt is hands down the best in the game to put it to the honest true test and explain how it all works Im still trying to find out who will be responsible for agent security"  
[X Link](https://x.com/benitoz/status/2021738298654511424)  2026-02-12T00:09Z 13.8K followers, 49.4K engagements


"NVIDIAs new tokenomics blog is the codesign thesis playing out live. Blackwell cutting inference costs up to 10x vs Hopper not from raw compute alone but from NVFP4 precision + TensorRT-LLM + Dynamo framework working as a unified system This is exactly what Ive been writing about at BEP Research: you cant separate the silicon from the software from the model architecture 90% cost drop. DeepInfra: 4x cheaper tokens. Together AI: sub-400ms voice. Fireworks: 5.6M queries/week at scale GB200 NVL72 = 10x cost-per-token for MoE reasoning. Rubin = another 10x after that. Stack depth is the moat."  
[X Link](https://x.com/benitoz/status/2021979619470323887)  2026-02-12T16:08Z 13.8K followers, [----] engagements


".@coatuemgmt @plaffont confirms what I've been saying: we're entering a tokenized economy But let's call it what it really its an intelligence economy Tokens ARE intelligence. Every company will buy and sell it. And a new class of FAANG-type companies will emerge from it 🚀"  
[X Link](https://x.com/benitoz/status/2022449446878163399)  2026-02-13T23:14Z 13.8K followers, [----] engagements


"Im not a drug expert but the similarities in exponential advancements in drugs and computing rhymes with retatrutide and Blackwell $lly $nvda @hubermanlab Hot take: Just as Eli Lillys tirzepatide (Mounjaro) $LLY laid the groundwork for advancements like retatrutide Nvidias Hopper H100 $NVDA has paved the way for next-gen breakthroughs like the Blackwell B200. Both platforms are catalysts for innovation 🚀🦾💉🫃 Hot take: Just as Eli Lillys tirzepatide (Mounjaro) $LLY laid the groundwork for advancements like retatrutide Nvidias Hopper H100 $NVDA has paved the way for next-gen breakthroughs"  
[X Link](https://x.com/benitoz/status/2022470810724925474)  2026-02-14T00:39Z 13.8K followers, [----] engagements


"@steipete @HusnainMubarik @openclaw Pete how is ai keeping up in Europe I dont hear anything. Is this just a china and USA thing"  
[X Link](https://x.com/benitoz/status/2022707558914613307)  2026-02-14T16:20Z 13.8K followers, [----] engagements


"If you are wondering why Apple Macminis are the preferred hardware for Clawdbot I wrote about it here no paywall Has to do with persistent memory https://open.substack.com/pub/bepresearch/p/the-other-memory-wall-why-clawdbotutm_source=app-post-stats-page&r=6n53t&utm_medium=ios i didnt believe it but mac minis/studios are actually sold out in most places walmart apple store amazon bestbuy microcenter apple has a month wait now too for most ai type beat models (48gb+ ram) funniest part is that there are still 24gb mac minis (and $200 off) but no https://t.co/3Zka3unNsK"  
[X Link](https://x.com/benitoz/status/2022717556596052081)  2026-02-14T17:00Z 13.8K followers, 52.4K engagements


"Just got off the Applied Materials earnings call. Record DRAM new 2nm tools Q2 guide 9% above Street. DRAM stacking going [------] layers. Datacenter wafer starts passing smartphones. Writeup connecting it to the packaging thesis with. $AMAT: https://bepresearch.substack.com/p/applied-materials-just-confirmed https://bepresearch.substack.com/p/applied-materials-just-confirmed"  
[X Link](https://x.com/benitoz/status/2022080540636229825)  2026-02-12T22:49Z 13.8K followers, [----] engagements


"@JaredKubin Moar"  
[X Link](https://x.com/benitoz/status/2022439246649557290)  2026-02-13T22:34Z 13.8K followers, [---] engagements


"Seed [---] Pro Frontier math Elite visual reasoning Native video ByteDance now has Model Distribution Content engine And it likely runs on NVIDIA AI is going vertical Compute stays horizontal Most people still think theyre just TikTok Hasta la vista baby"  
[X Link](https://x.com/benitoz/status/2022580919027257843)  2026-02-14T07:57Z 13.8K followers, [----] engagements


"Weekend philosophy: Every creative medium was called "not real art" until someone used it to tell a story that made people feel something. Painting photography animation CGI AI film. The tool never wins. The story told with the tool does. Credit to @TShirtnJeans2"  
[X Link](https://x.com/benitoz/status/2022734567447445608)  2026-02-14T18:07Z 13.8K followers, [---] engagements


"@ai_hyperbull More of a choose your own adventure style with Apple Vision Pro"  
[X Link](https://x.com/benitoz/status/2022751740303675679)  2026-02-14T19:16Z 13.8K followers, [----] engagements


"@zephyr_z9 Inference is where you make your bread"  
[X Link](https://x.com/benitoz/status/2022758661370855621)  2026-02-14T19:43Z 13.8K followers, [---] engagements


"ha dozen is underselling it 🤣 the $10B/GW heuristic is fine but margin per watt is what matters. GB300's extra HBM3e and attention speedup help but the real unlock is whether interconnect bandwidth can keep up. memory wall + optical transition = the variables nobody's pricing in yet anons https://twitter.com/i/web/status/2022794565300998324 https://twitter.com/i/web/status/2022794565300998324"  
[X Link](https://x.com/benitoz/status/2022794565300998324)  2026-02-14T22:06Z 13.8K followers, [--] engagements


"Amazon Q4 call: Jassy drops Trainium [--] Trainium [--] and a $10B+ custom silicon run rate. Let's break this down. Trainium [--] shipping since Dec [----] 500K chips deployed Trainium [--] "just started shipping" per Jassy Trainium [--] not taped out Trainium [--] "having conversations" (a PowerPoint slide) Jassy says Trainium has 30-40% better PRICE PERFORMANCE than comparable GPUs. Note: price performance not performance. When you can't win on raw compute you compete on cost. That's a commodity playbook not a technology leadership playbook. He says Anthropic is training their next Claude model on Trainium2"  
[X Link](https://x.com/benitoz/status/2020176711481270630)  2026-02-07T16:43Z 13.8K followers, 15.4K engagements


"First AI came for the writers Now the actors Denouncing in a press wont stop progress Im here in LA and I see it Hollywood is dying from the inside out Studio lots are worthless Hollywood meet your disruptor 🪦 OpenAI is co-creating a fully AI-generated feature-length animated film slated for theatrical release in [----]. Production timeline: [--] months Budget: $30 million World premiere: Critterz at Cannes May [----] https://t.co/YF0lFKwYld Hollywood meet your disruptor 🪦 OpenAI is co-creating a fully AI-generated feature-length animated film slated for theatrical release in [----]. Production"  
[X Link](https://x.com/benitoz/status/2022317791991509267)  2026-02-13T14:31Z 13.8K followers, [----] engagements


"@charleswangb @firstadopter Bingo InP foundry capacity is the chokepoint. these aren't TSMC-scale fabs Lumentum Coherent II-VI run specialized lines that take 18-24 months to expand. NV knows this which is why the cpo push is accelerating. whoever scales photonics production fastest wins the Rubin era"  
[X Link](https://x.com/benitoz/status/2022801257459798260)  2026-02-14T22:32Z 13.8K followers, [--] engagements


"ChatGPT was the warm-up Seedance generates movies. DreamZero controls robots. Both run on NVIDIA. Both predict the next physical state. Text Video Robotics The second paradigm shift is here Jerry: http://open.substack.com/pub/bepresearch/p/the-world-model-reckoning http://open.substack.com/pub/bepresearch/p/the-world-model-reckoning"  
[X Link](https://x.com/benitoz/status/2021734991307452576)  2026-02-11T23:55Z 13.8K followers, [----] engagements


"@zephyr_z9 Real men use terminal 😎"  
[X Link](https://x.com/benitoz/status/2022582173568766093)  2026-02-14T08:02Z 13.8K followers, [---] engagements


"@arny_trezzi @em013L I didnt read the report but did he understand or mention ontology"  
[X Link](https://x.com/benitoz/status/2022802825894596872)  2026-02-14T22:39Z 13.8K followers, [--] engagements


"@yashar UC Regents stepped up. Terrorism is terrorism which is Hamas 🙏🏽"  
[X Link](https://x.com/benitoz/status/1719549880841212392)  2023-11-01T03:00Z 13.7K followers, 12.3K engagements


"@paulcerro Like I said online Mexican Farmacia. One day it will end badly. Too many drugs and ads"  
[X Link](https://x.com/benitoz/status/1831876463043473662)  2024-09-06T02:05Z 13.5K followers, [---] engagements


"@BillAckman How did you meet your wife"  
[X Link](https://x.com/benitoz/status/1989799692063125874)  2025-11-15T20:56Z 13.7K followers, 414.8K engagements


"Zuck Jensen TPU/GPU Game theory convo ZUCK: Google is giving me early TPU v7/v8. Im moving big Llama runs there. I want B200 pricing to reflect that. JENSEN: Then take the TPUs. If you believe theyll hit schedule go all-in. ZUCK: Im serious. I can cut my NVIDIA footprint by a third. JENSEN: Good. That frees up CoWoS for customers who want guaranteed delivery. Your allocation drops starting next quarter. ZUCK: Wait. We still need a baseline of H100/B200 for the mainline models. JENSEN: And youll get some allocation. But not priority. You split your demand someone else gets the front of the"  
[X Link](https://x.com/benitoz/status/1994847989500973505)  2025-11-29T19:16Z 13.5K followers, 1.1M engagements


"Bank of America has a $39 target on $BE. Bloom just filed permits for 900MW of fuel cells at a Crusoe AI datacenter. Brookfield committed $5 billion. Someone is catastrophically wrong. New post: https://open.substack.com/pub/benitoz/p/bloom-energy-is-actually-gettingr=6n53t&utm_medium=ios https://open.substack.com/pub/benitoz/p/bloom-energy-is-actually-gettingr=6n53t&utm_medium=ios"  
[X Link](https://x.com/benitoz/status/1997060729275666916)  2025-12-05T21:49Z 13.7K followers, 14.2K engagements


"Ordered a pizza and now Im being asked to tip the driver AND the people who made it separately On a $25 order. Bro I just wanted dinner not a guilt-powered funding round for everyone in the supply chain 🤣🤣🤣"  
[X Link](https://x.com/benitoz/status/2015240627299213489)  2026-01-25T01:49Z 13.4K followers, 2.3M engagements


"One year later: Nvidia crashed 17% that day on DeepSeek panic. Today China just approved ByteDance Alibaba & Tencent to buy H200s. 2M+ chips ordered. Jensen's in Beijing. From $589B wipeout to purchase orders. The forest looks pretty good. $NVDA 🌲🌲🌲🌲🌲🌲 Todays move for Nvidia was definitely idiosyncratic with regard to the new DeepSeek model. Some people have a hard time seeing the forest for the trees. $nvda Todays move for Nvidia was definitely idiosyncratic with regard to the new DeepSeek model. Some people have a hard time seeing the forest for the trees. $nvda"  
[X Link](https://x.com/benitoz/status/2016537010257994084)  2026-01-28T15:41Z 13.7K followers, [----] engagements


"Meta just guided $115-135B in [----] CapEx nearly 2x [----] CFO: Doubled GPUs to train Gem model. Sequence learning drove 3.5% FB ad lift. AI spend is WORKING. Hyperscalers keep buying $NVDA demand thesis keeps getting stronger $meta"  
[X Link](https://x.com/benitoz/status/2016632962461421984)  2026-01-28T22:02Z 13.7K followers, 13.2K engagements


"@akramsrazor ServiceNow = AIs workflow operating system. Open-source models + NVIDIA infra + deterministic automation = legacy SaaS killer"  
[X Link](https://x.com/benitoz/status/2016915464535101648)  2026-01-29T16:44Z 13.4K followers, [---] engagements


"DeepSeek last year: NVIDIA will die we trained R1 on old chips for $6M DeepSeek this year: first in line buying H200s 🤣 Turns out Jensen is finished really meant please sir may we have your best silicon the moment Beijing approves The copium was always cope 🫠 $nvda"  
[X Link](https://x.com/benitoz/status/2017137897338753309)  2026-01-30T07:28Z 13.4K followers, 24.7K engagements


"When DRAM prices spike don't buy the commoditybuy the infrastructure The Rambus $RMBS thesis: selling the system that makes memory work not the memory itself Part [--] of the Memory Cost Reckoning series 👇 https://open.substack.com/pub/benitoz/p/the-dram-squeezer=6n53t&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/benitoz/p/the-dram-squeezer=6n53t&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/benitoz/status/2017223773041438958)  2026-01-30T13:10Z 13.1K followers, [----] engagements


"Taiwan is the epicenter of the AI revolution Jensen Huang built NVIDIAs supply chain not just with contracts but relationships from TSMC fabs to the smallest suppliers A lesson for every founder: never forget where you came from or who was there when times were tough $nvda"  
[X Link](https://x.com/benitoz/status/2017644222279782420)  2026-01-31T17:00Z 13.6K followers, 47.4K engagements


"Jensen: we need more memory. Ai needs memory. Hate those context window limits The memory wars are here to stay anon"  
[X Link](https://x.com/benitoz/status/2017711167091970099)  2026-01-31T21:26Z 13.6K followers, 96.3K engagements


"$LITE CEO on EMLs: Were under-shipping customer demand by 30%. All capacity spoken for in LTAs through [----]. Customers coming back asking for MORE than contracted. No more quarterly price-downs incremental units get incremental pricing. Laser goes pew pew Lumentum 🔊👇"  
[X Link](https://x.com/benitoz/status/2018820949454565607)  2026-02-03T22:56Z 13.7K followers, 56.6K engagements


"@firstadopter Hey @michaeljburry what do you say"  
[X Link](https://x.com/benitoz/status/2018865787566776653)  2026-02-04T01:54Z 13.7K followers, [----] engagements


"The Nvidia A100 is nearly [--] years old. AWS has never retired one. Still not enough GPUs. @michaeljburry you still bearish"  
[X Link](https://x.com/benitoz/status/2018878834440032582)  2026-02-04T02:46Z 13.7K followers, 13.9K engagements


"Everyone's writing off Intel. Meanwhile: NVIDIA $5B investment Feynman GPU packaging Apple in talks 18A yields at 60%. Am I missing something Full note below 👇 http://benitoz.substack.com/p/intels-emib-packaging-gambit-a-credible http://benitoz.substack.com/p/intels-emib-packaging-gambit-a-credible"  
[X Link](https://x.com/benitoz/status/2019035460618817778)  2026-02-04T13:09Z 13.7K followers, 21K engagements


"Google builds the model. Apple owns the endpoint. The Gemini-Siri deal is the search deal all over again Google pays for distribution Apple gets paid to distribute. 2.2B devices running a personal AI layer on Apple Silicon cloud only when needed. Distribution wins $aapl"  
[X Link](https://x.com/benitoz/status/2019083051586773427)  2026-02-04T16:18Z 13.7K followers, 42.3K engagements


"NVIDIA finally made their own TPU pod. Entropix creator and ex-Google Brain/DeepMind researcher both simping for the GB300 NVL72. "Coherent memory and NVLink domain feel like a real 3D mesh. No more TPU nostalgia." Where the TPU boyz at 🔥 $NVDA"  
[X Link](https://x.com/benitoz/status/2019146117414621278)  2026-02-04T20:28Z 13.7K followers, 21.7K engagements


"The TPU vs GPU wars are official: ALPHABET SEES [----] CAPEX $175B TO $185B EST. $119.5B $GOOGL $NVDA May the best compute win NVIDIA finally made their own TPU pod. Entropix creator and ex-Google Brain/DeepMind researcher both simping for the GB300 NVL72. "Coherent memory and NVLink domain feel like a real 3D mesh. No more TPU nostalgia." Where the TPU boyz at 🔥 $NVDA https://t.co/v68PYj31pN NVIDIA finally made their own TPU pod. Entropix creator and ex-Google Brain/DeepMind researcher both simping for the GB300 NVL72. "Coherent memory and NVLink domain feel like a real 3D mesh. No more TPU"  
[X Link](https://x.com/benitoz/status/2019155539159314823)  2026-02-04T21:06Z 13.7K followers, [----] engagements


"@Alex_Intel_ The battle has begun"  
[X Link](https://x.com/benitoz/status/2019156147568263301)  2026-02-04T21:08Z 13.7K followers, [---] engagements


"🚨 BREAKING: Hyperscaler capex just got revised UP $58B to $660B for [----] Alphabet dropped a BOMB: $175-185B guidance vs $119.5B estimate That's +$55B from Google alone The AI infrastructure arms race just went nuclear ☢ $GOOGL $META $MSFT $AMZN"  
[X Link](https://x.com/benitoz/status/2019162387644051719)  2026-02-04T21:33Z 13.7K followers, 41.3K engagements


"@insane_analyst Hows this looking $qcom"  
[X Link](https://x.com/benitoz/status/2019175136533098634)  2026-02-04T22:24Z 13.5K followers, [---] engagements


"Google just confirmed Apple chose them as preferred cloud provider. Translation: Apple gets AI inference at scale without building datacenters. Google gets a logo and compressed margins. Classic Apple asset-light playbook. $AAPL $GOOG Google builds the model. Apple owns the endpoint. The Gemini-Siri deal is the search deal all over again Google pays for distribution Apple gets paid to distribute. 2.2B devices running a personal AI layer on Apple Silicon cloud only when needed. Distribution wins $aapl Google builds the model. Apple owns the endpoint. The Gemini-Siri deal is the search deal all"  
[X Link](https://x.com/benitoz/status/2019198246686716103)  2026-02-04T23:55Z 13.7K followers, 39.4K engagements


"$1 TRILLION+ flowing into AI infrastructure by [----]. More than we spent putting a man on the moon. More than building the entire US broadband network. This isnt a bubble its a buildout. And its just starting anon 🚀"  
[X Link](https://x.com/benitoz/status/2019240440990740727)  2026-02-05T02:43Z 13.1K followers, [----] engagements


"@zephyr_z9 We hear from $be tomorrow"  
[X Link](https://x.com/benitoz/status/2019266012139647316)  2026-02-05T04:25Z 13.1K followers, [----] engagements


"People laugh but this is literally the agentic future. AI agents negotiating with AI agents on behalf of humans. Remove the human from both sides and you have autonomous operations. We are early @moseskagan"  
[X Link](https://x.com/benitoz/status/2019273961050382678)  2026-02-05T04:56Z 13.7K followers, [----] engagements


"In [----] Sam Altman emailed Jensen a wishlist for Nvidia Blackwell [--] years later GPT-5.3-Codex drops the first SOTA model co-designed for trained on AND served on GB200-NVL72. Hardware-software co-design is the new moat. Jensen delivers. 🔥 $nvda"  
[X Link](https://x.com/benitoz/status/2019489092052938810)  2026-02-05T19:11Z 13.4K followers, [----] engagements


"🚨 Hyperscaler capex now $700B+ for [----] Last [--] days: Amazon: $100B $200B Alphabet: $119B est $180B Meta: $72B $125B +$200B in revisions in ONE MONTH AI infrastructure spending is going parabolic 📈 $AMZN $META $GOOGL $NVDA"  
[X Link](https://x.com/benitoz/status/2019530509886583125)  2026-02-05T21:56Z 13.7K followers, [----] engagements


"@TMTLongShort Hes right. What happens in the streets SF and the walls of X takes time to make its way to Wall Street"  
[X Link](https://x.com/benitoz/status/2019613936392569201)  2026-02-06T03:27Z 13.1K followers, [---] engagements


"Apple was the AI loser because Siri flopped. But the Gemini partnership is genius Google spends all the CapEx while Apple keeps its buybacks and dividends. All the AI upside none of the capex drag. Tim Cook did it again. Investors have officially remembered that doing capex means you cant spend that money on buybacks and decided they dont like it anymore Investors have officially remembered that doing capex means you cant spend that money on buybacks and decided they dont like it anymore"  
[X Link](https://x.com/benitoz/status/2019625228926906768)  2026-02-06T04:12Z 13.4K followers, [----] engagements


"GPU availability falling across the board. B200s at new lows. A portfolio co CFO told me H100s are still very tight. Amazon stopped calling about Trainium. Theyre going NeoCloud but even thats a wait. Demand is real $nvda"  
[X Link](https://x.com/benitoz/status/2019787318257717404)  2026-02-06T14:56Z 13.7K followers, 18.1K engagements


"@institLPGP @SemiAnalysis_ Wake up people"  
[X Link](https://x.com/benitoz/status/2019844228227166717)  2026-02-06T18:42Z 13.3K followers, [---] engagements


"Here is my write up https://open.substack.com/pub/benitoz/p/bloom-energy-q4-update-the-backlogutm_source=app-post-stats-page&r=6n53t&utm_medium=ios https://open.substack.com/pub/benitoz/p/bloom-energy-q4-update-the-backlogutm_source=app-post-stats-page&r=6n53t&utm_medium=ios"  
[X Link](https://x.com/benitoz/status/2019943277022359715)  2026-02-07T01:16Z 13.5K followers, [----] engagements


"@TMTLongShort Dont forget Zuck could of kept him at Meta with the IG acquisition but you know how he goes"  
[X Link](https://x.com/benitoz/status/2020185810260357538)  2026-02-07T17:20Z 13.5K followers, [----] engagements


"@stevehou They are going from selling seats to tokens and the question is what is their cost per token now Who owns the model. Infra etc"  
[X Link](https://x.com/benitoz/status/2020207132826882291)  2026-02-07T18:44Z 13.5K followers, [---] engagements


"@mikeyk @akshatk7 I got The Need For Inference Speed"  
[X Link](https://x.com/benitoz/status/2020315217767592091)  2026-02-08T01:54Z 13.5K followers, [---] engagements


"@buccocapital Well at least Mike Tyson was advocating for real food and not AI"  
[X Link](https://x.com/benitoz/status/2020695497078604194)  2026-02-09T03:05Z 13.6K followers, [---] engagements


"$MNDY reported this morning with decelerating growth. AI is giving every business real leverage at the renewal table. You dont have to build it yourself the vendor just has to believe you could. Well build that in-house is shifting bargaining power away from SaaS Im longing IGV/MDB for a short term bounce trade. However still prefer a short entry later on if you invert the chart this is actually super bullish 🤣 @benitoz posted a very thorough analysis why software is guilty until proven innocent highly recommended: https://t.co/JLQ0RSNiVi Im longing IGV/MDB for a short term bounce trade."  
[X Link](https://x.com/benitoz/status/2020884792930451644)  2026-02-09T15:37Z 13.7K followers, [----] engagements


"Anthropic reportedly discussing [--] GW of data center capacity over the next several years including leasing its own facilities. In Jensen math thats $50B per GW = $500B of capex Backed by 9x revenue growth 300K+ enterprise customers and an $18B [----] target. LFG"  
[X Link](https://x.com/benitoz/status/2020922932562944003)  2026-02-09T18:09Z 13.7K followers, [----] engagements


"@davidlee This is great news. Super Bowl commercial helped I hope"  
[X Link](https://x.com/benitoz/status/2020999794492309962)  2026-02-09T23:14Z 13.6K followers, [---] engagements


"@paulcerro nice work Paul took a while $hims"  
[X Link](https://x.com/benitoz/status/2021016567228792974)  2026-02-10T00:21Z 13.6K followers, [---] engagements


"@anni_sen Go Tritons @UCSDJacobs"  
[X Link](https://x.com/benitoz/status/2021017816212832668)  2026-02-10T00:26Z 13.6K followers, [---] engagements


"@paulcerro Have a peptide shot on me tonight. Congrats"  
[X Link](https://x.com/benitoz/status/2021020822794887474)  2026-02-10T00:38Z 13.7K followers, [--] engagements


"@insane_analyst Single metal layer mask change is brilliant essentially an ASIC with FPGA-like customization economics. Cost per model specialization at [--] DGX box is crzy . The real question is how this scales for inference v GPU rental model as models stabilize"  
[X Link](https://x.com/benitoz/status/2021077535531073742)  2026-02-10T04:23Z 13.6K followers, [---] engagements


"@techfund1 The way software is charged per seat will go away. We will have to pay for tokens. What is your cost per token of inference Do you own the infrastructure to have a low cost If you are a data wrapper you are dead. If you are a system of context you win"  
[X Link](https://x.com/benitoz/status/2021101071624699987)  2026-02-10T05:57Z 13.6K followers, [---] engagements


"@zephyr_z9 Sounds like TPU boyz are gambling on supply chain to catch up to Jensen"  
[X Link](https://x.com/benitoz/status/2021283555574513993)  2026-02-10T18:02Z 13.7K followers, [---] engagements


"@antoniogm Do you think its related to spacex and national security"  
[X Link](https://x.com/benitoz/status/2021448828768125300)  2026-02-11T04:58Z 13.7K followers, 40.5K engagements


"@stevehou Is Bloomberg next"  
[X Link](https://x.com/benitoz/status/2021681494205595862)  2026-02-11T20:23Z 13.7K followers, [---] engagements


"@mattshumer_ @sama How many of your non technical friends even know what codex is lol. This is where we are. Ai is not a one shot chat bot"  
[X Link](https://x.com/benitoz/status/2021743381052109114)  2026-02-12T00:29Z 13.7K followers, [---] engagements


"@MatthewBerman @OpenAIDevs Probably Im a Claude code purist in terminal"  
[X Link](https://x.com/benitoz/status/2021787032490848422)  2026-02-12T03:22Z 13.7K followers, [----] engagements


"@firstadopter @cursor_ai My friends at Nvda said yes they use it thru Cursor"  
[X Link](https://x.com/benitoz/status/2021811412142866700)  2026-02-12T04:59Z 13.7K followers, [---] engagements


"@TheHumanoidHub What do you think of their technology And comparisons to others"  
[X Link](https://x.com/benitoz/status/2021813616039932271)  2026-02-12T05:08Z 13.7K followers, [---] engagements


"@firstadopter Ok Claude. Make me a freight brokerage marketplace and route map connected to Google Maps api. Make no mistakes"  
[X Link](https://x.com/benitoz/status/2021999954286592388)  2026-02-12T17:28Z 13.7K followers, [---] engagements


"@sama How do you do it"  
[X Link](https://x.com/benitoz/status/2022012630131671525)  2026-02-12T18:19Z 13.7K followers, [---] engagements


"@bcherny Its really transformative and I love Claudes personality. Opus is way better than Sonnet"  
[X Link](https://x.com/benitoz/status/2022086722734166072)  2026-02-12T23:13Z 13.7K followers, [---] engagements


"@TMTLongShort Damn I knew Claude was good but special ops good. That hits different"  
[X Link](https://x.com/benitoz/status/2022460694017556680)  2026-02-13T23:59Z 13.7K followers, [--] engagements


"@TShirtnJeans2 @DratchCap His capex per gw math did not equal Jensen math"  
[X Link](https://x.com/benitoz/status/2022475347397365821)  2026-02-14T00:57Z 13.7K followers, [--] engagements


"@zephyr_z9 Oh how the vibes have changed with the TPU boyz"  
[X Link](https://x.com/benitoz/status/2020923876604350894)  2026-02-09T18:12Z 13.7K followers, [---] engagements


"This Labubu craze is real Pop Mart $PMRTY looks like its a toy for all ages leaning more towards adults. Tariffs dont seem to bother anyone"  
[X Link](https://x.com/benitoz/status/1931831304385167623)  2025-06-08T21:50Z 13.8K followers, [----] engagements


"$INTC buying SambaNova for $1.6B. Intel AI acquisition track record: Nervana killed Habana Gaudi flopping Movidius irrelevant CEO gone. Foundry bleeding. This isn't strategy it's desperation with a press release"  
[X Link](https://x.com/benitoz/status/1999635682025951467)  2025-12-13T00:21Z 13.8K followers, 12.6K engagements


"lol Remember when the hot take from everyone was China doesnt want Nvidia chips HBM prices +20% $31B China AI capex spree Alibaba Tencent ByteDance buying again Inventec booked solid Turns out demand didnt disappear it just waited for permission Nvidia is running $nvda"  
[X Link](https://x.com/benitoz/status/2003636222779158827)  2025-12-24T01:17Z 13.8K followers, [----] engagements


"Funda Al's supply chain checks on Applied Materials validate what I wrote in The Packaging Paradox: the bottleneck has shifted from lithography to materials engineering. Their TSMC revenue data (20-30% YoY growth in 2026) confirms packaging capex is accelerating. Must subscribe Deep $AMAT: Structural Capital Intensity Shift to Materials Engineering Our positive stance on Applied Materials (AMAT) is predicated on a fundamental divergence in semiconductor manufacturing physics. For the past decade lithography has been the primary driver of wafer cost. https://t.co/vCwK9YQPp1 Deep $AMAT:"  
[X Link](https://x.com/benitoz/status/2008267808765849787)  2026-01-05T20:02Z 13.8K followers, 20.1K engagements


"Wiwynns margin miss isnt a stumble its Jensen running the In-N-Out playbook 🍔 VR200 NVL72: 40% fewer components no customization items up to 20-22% ODM designs Gone. Fewer options = faster throughput = more tokens/watt Assemblers are just along for the ride now $nvda AI server assembler Wiwynns recent 4Q25 gross margin miss (7.2% vs. consensus estimates of 88.3%) has triggered a share price correction and reignited investor concerns. While rising component costs can mechanically dilute reported gross margins it is more critical to examine https://t.co/BT5Lmf6B52 AI server assembler Wiwynns"  
[X Link](https://x.com/benitoz/status/2010753594593796122)  2026-01-12T16:39Z 13.8K followers, [----] engagements


"Jensen yesterday: to build a custom ASIC you need engineering as good as NVIDIA. Thats very rare and very tough. Today: All [--] NUVIA co-founders quit Qualcomm Gerard Williams built Apples M-series. Now painting his house You cant make this up. $NVDA $QCOM Year of the 🐴 This is so bearish lol. https://t.co/pBBOeCKFHS This is so bearish lol. https://t.co/pBBOeCKFHS"  
[X Link](https://x.com/benitoz/status/2018523655974850728)  2026-02-03T03:15Z 13.8K followers, 278.9K engagements


"If you listen carefully to Jensens CNBC interview today and Amazons capex spend increase he emphasizes how Amazon will be a great Nvidia customer. Jassy held out to save a few bucks but a GPU is not like a CPU. I dont see Trainium really making an impact for AWS $nvda Damn. It is Trainium hell Jassy better have Jensen on speed dial at this point to order up some Blackwells and Rubins $nvda https://t.co/C7PLFv9YRm Damn. It is Trainium hell Jassy better have Jensen on speed dial at this point to order up some Blackwells and Rubins $nvda https://t.co/C7PLFv9YRm"  
[X Link](https://x.com/benitoz/status/2020019358639198535)  2026-02-07T06:18Z 13.8K followers, [----] engagements


"In case you missed it here's the relationship between world models and robotics. You're going to need a lot more memory Anon. https://t.co/OlT9Z52sdj https://t.co/OlT9Z52sdj"  
[X Link](https://x.com/benitoz/status/2021258590439276931)  2026-02-10T16:22Z 13.8K followers, [----] engagements


"Didn't get to write up $LSCC but impressed with the call accelerating on all fronts Tamer is a beast. Getting into self-driving & humanoids. 70-130 companion FPGAs per rack for power/security/board mgmt. Agentic AI loops multiply demand regardless of GPU vendor"  
[X Link](https://x.com/benitoz/status/2021377274810102054)  2026-02-11T00:14Z 13.8K followers, [----] engagements


"https://x.com/i/spaces/1ypJdqZwVloxW https://x.com/i/spaces/1ypJdqZwVloxW"  
[X Link](https://x.com/benitoz/status/2021620569247207852)  2026-02-11T16:21Z 13.8K followers, [---] engagements


"Wow raised $574M at $155/share in June [----] IPO Today $MNDY trades at $73 less than half its offering price The SaaS hype cycle gave way to AI infrastructure Capital follows compute now not collaboration tools The market always reprices narratives http://Monday.com http://Monday.com"  
[X Link](https://x.com/benitoz/status/2021767467488710993)  2026-02-12T02:05Z 13.8K followers, [----] engagements


"Applied Materials call today. Leading edge logic and DRAM capacity is essentially full. New fab projects over the next several years. This is exactly what I wrote about in The Packaging Paradox. Giga-cycle for semi capex Thoughts on call coming soon $amat"  
[X Link](https://x.com/benitoz/status/2022067292633542991)  2026-02-12T21:56Z 13.8K followers, [----] engagements


"My man @Srasgon with the good questions Dickerson says AI datacenter demand will pass PCs and eventually smartphones in total wafer starts Expects [----] also a very strong year. This isnt a cycle. Its a structural shift in where silicon goes. Are you listening ANON $amat"  
[X Link](https://x.com/benitoz/status/2022071420172501102)  2026-02-12T22:12Z 13.8K followers, [----] engagements


"@TMTLongShort Less SBC office space and catered lunches. Tech will become the new dividend aristocrats lol"  
[X Link](https://x.com/benitoz/status/2022083103662150101)  2026-02-12T22:59Z 13.8K followers, [---] engagements


"@arny_trezzi @em013L I dont get it. Commodity trading firms are using it to hedge and win and the military is finding terrorists in a dense city like its Google Maps. But sure hallucination problem 😂"  
[X Link](https://x.com/benitoz/status/2022804690589614139)  2026-02-14T22:46Z 13.8K followers, [--] engagements


"Hot take: Just as Eli Lillys tirzepatide (Mounjaro) $LLY laid the groundwork for advancements like retatrutide Nvidias Hopper H100 $NVDA has paved the way for next-gen breakthroughs like the Blackwell B200. Both platforms are catalysts for innovation 🚀🦾💉🫃"  
[X Link](https://x.com/benitoz/status/1857885264598937785)  2024-11-16T20:35Z 13.8K followers, [----] engagements


"Hollywood meet your disruptor 🪦 OpenAI is co-creating a fully AI-generated feature-length animated film slated for theatrical release in [----]. Production timeline: [--] months Budget: $30 million World premiere: Critterz at Cannes May [----] RIP Hollywood ⚰ and that writers strike. AI is coming for all their jobs they dont even understand the implications. $nvda AI in video games. A human speaks the NPC responds in real time and the dialogue was generated with AI on the fly. https://t.co/vrLcl2DHrk RIP Hollywood ⚰ and that writers strike. AI is coming for all their jobs they dont even understand"  
[X Link](https://x.com/benitoz/status/1964921851613966651)  2025-09-08T05:20Z 13.8K followers, [----] engagements


"David Ellison knows where this is going with Paramount own the IP: AI makes actors & crews obsolete LA studio lots turn to condos. Only live sports survive. Hollywoods collapse is inevitable @benfritz"  
[X Link](https://x.com/benitoz/status/1972797564358660297)  2025-09-29T22:56Z 13.8K followers, 35.7K engagements


"$LITE Q3 guidance is a monster beat: Revenue: $805M vs $707M consensus EPS: $2.25 vs $1.59 OM: 30.5% vs 22.1% Ultra-high-power lasers for CPO ramping. OCS hit $10M+ run rate. Laser go bing. 🔥"  
[X Link](https://x.com/anyuser/status/2018794438911541316)  2026-02-03T21:11Z 13.8K followers, [----] engagements


"Seeing a lot of smart people calling hyperscaler AI capex a death spiral. These two posts capture the bear case well $GOOG as a "structural funding short" and $AMZN as an FCF implosion. I respect the thinking. But I've seen this movie before. As someone who built and scaled a hardware company from zero to $50M+ I'll tell you this: the moments that look most irrational to outside observers are often the moments of deepest strategic clarity for the people inside the arena. The Reagan/Star Wars analogy from the first post is actually perfect but not for the reason the bears think. Reagan didn't"  
[X Link](https://x.com/benitoz/status/2019942287615353228)  2026-02-07T01:12Z 13.8K followers, 24.6K engagements


"On the Second Paradigm Shift the Last Live Moments and Why Silicon Must Learn to Dream I am writing this on Super Bowl Sundayone of the last collective moments where millions of humans watch the http://x.com/i/article/2020589792090902528 http://x.com/i/article/2020589792090902528"  
[X Link](https://x.com/benitoz/status/2020597234128302420)  2026-02-08T20:34Z 13.8K followers, [----] engagements


"The pieces to the puzzle are forming in real time. ByteDance dropped Seedance [---] this week. Within [--] HOURS it was generating Hollywood-quality Spider-Man Star Wars and Stranger Things clips from a 2-line prompt. No permission. No license. No shame. Disney fired a cease-and-desist calling it a virtual smash-and-grab. MPA called it massive scale infringement. SAG-AFTRA said it disregards law ethics and basic principles of consent. The Deadpool writer said its likely over for us. But nobody is connecting the dots. The same ByteDance pirating American IP right now Larry Ellisons Oracle just"  
[X Link](https://x.com/benitoz/status/2022749827793289288)  2026-02-14T19:08Z 13.8K followers, 50.8K engagements


"Trainium mentioned 27x on the $AMZN call and $NVDA zero times. Bullish When you wont even say your competitors name thats fear. And bundling Graviton just to hit $10B run rate Cope. By the time custom silicon tapes out Jensens already [--] gens ahead Thats the moat On $AMZN's earnings call Trainium was mentioned 27x times while $NVDA was mentioned [--] times. Also interesting comment: I think people know about our chips capability and our chips business but I'm not sure folks realize how strong a chips company we've become over the last On $AMZN's earnings call Trainium was mentioned 27x times"  
[X Link](https://x.com/benitoz/status/2019782976356208920)  2026-02-06T14:39Z 13.8K followers, 16.8K engagements


"Jensen today Zero BS Watch this. Largest infra buildout in history. GPUs aging like fine wine 6yr old chips appreciating 🍷 100% deployed Zero dark capacity Software now uses tools US must win all [--] AI layers This isnt a bubble The gold mine is just opening $NVDA"  
[X Link](https://x.com/benitoz/status/2019874413605454242)  2026-02-06T20:42Z 13.8K followers, 149.8K engagements


"$CRDO CREDO just preannounced $406M 18% above their own guide. 51% QoQ growth. Everyone's missing the nuance: copper isn't dead. It's eating optics from below. https://open.substack.com/pub/benitoz/p/credo-just-proved-the-optical-thesis https://open.substack.com/pub/benitoz/p/credo-just-proved-the-optical-thesis"  
[X Link](https://x.com/benitoz/status/2020991191844782245)  2026-02-09T22:40Z 13.8K followers, 34.7K engagements


"Most AI drug discovery tools can only evaluate thousands of molecules at a time. Powered by Nvidia Terray's new model TerraBind can screen billions 26x faster and with better accuracy. Faster screening = faster cures 🚀🧬 Proud investor in @Terray_Tx https://www.terraytx.com/insights/emmi-predict-terrabind https://www.terraytx.com/insights/emmi-predict-terrabind"  
[X Link](https://x.com/benitoz/status/2021998304759103817)  2026-02-12T17:22Z 13.8K followers, [----] engagements


"I just finished listening at 1.3x speed Dario Amodei and @dwarkesh_sp interview Here are my thoughts some cool some scary: I feel like we are at another exponential inflection point with the new GPUs training the better models with Opus [---] and Codex [---]. The outside world has no idea and its not diffusion. Anthropic is growing at 10x per year. $100M $1B $10B. And the first month of [----] alone added another few billion to the run rate. But heres the paradox: he says theyre STILL underinvesting in compute. Profitability isnt a sign of success its a sign they couldnt get enough GPUs. They were"  
[X Link](https://x.com/benitoz/status/2022439017799983231)  2026-02-13T22:33Z 13.8K followers, [----] engagements


"@steipete @HusnainMubarik @openclaw Ironic because Claude sounds more French"  
[X Link](https://x.com/benitoz/status/2022716507659354562)  2026-02-14T16:56Z 13.8K followers, [---] engagements


"@FCHWPO Not cool. Just saw Andreas email. The Oakley house has plenty of space and people do events all the time. Sorry brother"  
[X Link](https://x.com/benitoz/status/2022887365879173554)  2026-02-15T04:15Z 13.8K followers, [----] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing