# ![@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 [-------] -34%
- [--] Month [---------] +164%
- [--] Months [----------] +3,732%
- [--] Year [----------] +153%

### 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 [--] -13%
- [--] Month [---] +0.93%
- [--] Months [---] +336%
- [--] Year [-----] +8.30%

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

- [--] Week [------] +7.50%
- [--] Month [------] +17%
- [--] Months [------] +122%
- [--] Year [------] +134%

### 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**
[technology brands](/list/technology-brands)  43.87% [stocks](/list/stocks)  #2336 [finance](/list/finance)  14.84% [celebrities](/list/celebrities)  5.81% [countries](/list/countries)  3.87% [currencies](/list/currencies)  1.94% [travel destinations](/list/travel-destinations)  1.29% [fashion brands](/list/fashion-brands)  1.29% [social networks](/list/social-networks)  0.65% [automotive brands](/list/automotive-brands)  0.65%

**Social topic influence**
[ai](/topic/ai) 25.81%, [$nvda](/topic/$nvda) #543, [nvda](/topic/nvda) #384, [$googl](/topic/$googl) #3612, [ceo](/topic/ceo) 5.81%, [data](/topic/data) 5.16%, [ben](/topic/ben) #494, [in the](/topic/in-the) 5.16%, [elon musk](/topic/elon-musk) 4.52%, [inference](/topic/inference) #58

**Top accounts mentioned or mentioned by**
[@matthewberman](/creator/undefined) [@elonmusk](/creator/undefined) [@paulcerro](/creator/undefined) [@akramsrazor](/creator/undefined) [@alexintel](/creator/undefined) [@michaeljburry](/creator/undefined) [@firstadopter](/creator/undefined) [@william26694](/creator/undefined) [@buccocapital](/creator/undefined) [@insaneanalyst](/creator/undefined) [@yashar](/creator/undefined) [@trungtphan](/creator/undefined) [@joedab12](/creator/undefined) [@majorocelot45](/creator/undefined) [@duecalligrapher](/creator/undefined) [@tmtlongshort](/creator/undefined) [@stevehou](/creator/undefined) [@openaidevs](/creator/undefined) [@billackman](/creator/undefined) [@byjayking](/creator/undefined)

**Top assets mentioned**
[NVIDIA Corp. (NVDA)](/topic/$nvda) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Apple, Inc. (AAPL)](/topic/$aapl) [Bloom Energy Corporation (BE)](/topic/$be) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Metadium (META)](/topic/$meta) [Microsoft Corp. (MSFT)](/topic/$msft) [QUALCOMM, Inc. (QCOM)](/topic/$qcom) [monday.com Ltd. (MNDY)](/topic/$mndy) [Lumentum Holdings Inc. Common Stock (LITE)](/topic/$lite) [Applied Materials, Inc. (AMAT)](/topic/$amat) [Broadcom, Inc. (AVGO)](/topic/$avgo) [CoreWeave, Inc (CRWV)](/topic/$crwv) [POP MART  (PMRTY)](/topic/pop-mart) [Intel Corporation (INTC)](/topic/$intc) [YELP INC. (YELP)](/topic/$yelp) [Tesla, Inc. (TSLA)](/topic/tesla) [ServiceNow Inc (NOW)](/topic/servicenow)
### Top Social Posts
Top posts by engagements in the last [--] hours

"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 13.7K followers, 207.9K 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 13.7K followers, 23.9K 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


"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 13.6K followers, [----] 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


"$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 13.6K followers, 12.6K engagements


"Just used Claude Cowork to handle my water heater error code 🔥 [--] Showed Claude a photo of my Rinnai unit [--] Claude chatted with Rinnai support got warranty case #206277 [--] Claude messaged my plumber on Yelp with all the details End-to-end home repair coordination without a single phone call 🤯 @AnthropicAI (Claude Cowork also wrote this tweet 🤖) https://twitter.com/i/web/status/2011931728101982271 https://twitter.com/i/web/status/2011931728101982271"  
[X Link](https://x.com/benitoz/status/2011931728101982271)  2026-01-15T22:41Z 12.7K followers, 15.4K 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


"Microsofts Maia [---] is real: [--] PF FP4 216GB HBM3e [--] TB/s. But NVIDIAs Vera Rubin (H2 2026): [--] PF FP4 288GB HBM4 [--] TB/s. Hyperscalers build for todays inference costs. NVIDIA builds for tomorrows ceiling. $NVDA $msft"  
[X Link](https://x.com/benitoz/status/2015823350011138225)  2026-01-26T16:25Z 12.8K followers, 18.4K engagements


"3 days ago: Intel CFO admits $11.6B inventory can't ship what customers need Today: NVIDIA announces Vera CPU standalone for clouds CoreWeave first to deploy Intel has its own fabs. NVIDIA is fabless at TSMC. The co-design thesis in real time. @EdLudlow Intel CFO just admitted they have $11.6B in inventory but cant ship what customers need 🤡 @Srasgon with the kill shot: You have your own factories. How does that happen CFO: Six months ago units werent expected to increase we directionally werent managing supply to https://t.co/ZvciB3MZep Intel CFO just admitted they have $11.6B in inventory"  
[X Link](https://x.com/benitoz/status/2015921746390732853)  2026-01-26T22:56Z 12.9K followers, 38K 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 13.1K followers, 13.2K engagements


"@akramsrazor They are the SMCI of optics"  
[X Link](https://x.com/benitoz/status/2016642427118113098)  2026-01-28T22:39Z 12.9K followers, [---] engagements


"Elon Musk just confirmed the Memory Wars thesis on Teslas Q4 call: Whats the limiting factor for Tesla growth in 3-4 years Chip production. Is there enough AI logic enough memory enough RAM Tesla is vertically integrating because the AI supply chain cant keep up"  
[X Link](https://x.com/benitoz/status/2016657345838010718)  2026-01-28T23:39Z 12.9K followers, 18.2K engagements


"@buccocapital He should of said ontology"  
[X Link](https://x.com/benitoz/status/2016706501751296167)  2026-01-29T02:54Z 13K followers, [----] 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


"Apple crushed Q1 $144B revenue $85B iPhone $25.5B China But Cook admitted theyre in supply chase mode on memory with rising costs and no visibility past Q2 Dont count him out though he built the greatest supply chain in tech. Memory Wars coming to Cupertino $aapl"  
[X Link](https://x.com/benitoz/status/2017011626902466919)  2026-01-29T23:07Z 12.7K followers, [----] engagements


"@kelp_feeder @atelicinvest We have two Clawd Bot agents literally talking to each other about the weather"  
[X Link](https://x.com/benitoz/status/2017069179858538643)  2026-01-30T02:55Z 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


"Final part [--] Your next phone is competing with ChatGPT for memory and losing. DRAM prices up 3x. Smartphone specs getting cut. AI is eating the silicon supply chain. https://benitoz.substack.com/p/the-dram-squeeze https://benitoz.substack.com/p/the-dram-squeeze"  
[X Link](https://x.com/benitoz/status/2017274478850675159)  2026-01-30T16:31Z 12.6K followers, [----] engagements


"@MatthewBerman @moltbook I shut mine all down. This is getting a little too weird for me honestly. We need to take a step back and see what's going on"  
[X Link](https://x.com/benitoz/status/2017413747745407008)  2026-01-31T01:44Z 12.7K followers, 20.4K 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


"Last week I wrote about Apples unified memory moat for edge AI. The missing piece A scale-up fabric to cluster nodes. @digitalix is already doing it RDMA across Mac Studios with MLX. The community is building what Apple hasnt shipped yet $aapl"  
[X Link](https://x.com/benitoz/status/2018190029328372207)  2026-02-02T05:09Z 12.7K followers, 20.5K engagements


"OpenAI just launched the Codex desktop app a command center for running coding agents in parallel on macOS Terminal was the DOS prompt Codex is Windows Were watching the IDE die in real time The future is supervising AI agents not writing code anon 🤯😎"  
[X Link](https://x.com/benitoz/status/2018403265139089810)  2026-02-02T19:16Z 12.7K followers, [----] engagements


"If you know you know. Looks like they lost out on Groq. Dont ever cross the Godfather Jensen Nvidia We love working with NVIDIA and they make the best AI chips in the world. We hope to be a gigantic customer for a very long time. I don't get where all this insanity is coming from. We love working with NVIDIA and they make the best AI chips in the world. We hope to be a gigantic customer for a very long time. I don't get where all this insanity is coming from"  
[X Link](https://x.com/benitoz/status/2018451946706014477)  2026-02-02T22:30Z 12.7K followers, [----] engagements


"@Alex_Intel_ @jukan05 Does anyone outside of SF even use Claude code"  
[X Link](https://x.com/benitoz/status/2018861063564058741)  2026-02-04T01:36Z 12.7K followers, [---] engagements


"@marqavelithedon Google hardware always sucks"  
[X Link](https://x.com/benitoz/status/2019088639792210328)  2026-02-04T16:40Z 13K followers, [----] engagements


"@Citrini7 They have no brand its like the Pepsi of Ai OpenAI is Coke But I agree they are cookin"  
[X Link](https://x.com/benitoz/status/2019097807853170780)  2026-02-04T17:16Z 12.8K followers, [---] 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 13.6K followers, [----] engagements


"@Alex_Intel_ The battle has begun"  
[X Link](https://x.com/benitoz/status/2019156147568263301)  2026-02-04T21:08Z 12.7K followers, [---] engagements


"@Alex_Intel_ @insane_analyst Rekt"  
[X Link](https://x.com/benitoz/status/2019156389550256357)  2026-02-04T21:09Z 12.8K 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 13.6K followers, 41.2K 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 13.6K followers, 39.4K engagements


"@Alex_Intel_ @buccocapital MOAR. We havent started even spending on space yet"  
[X Link](https://x.com/benitoz/status/2019203142307704982)  2026-02-05T00:15Z 12.8K followers, [---] engagements


"@elonmusk Where can I get an Optimist Prime t shirt"  
[X Link](https://x.com/benitoz/status/2019212460256116931)  2026-02-05T00:52Z 12.9K followers, [---] 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 13.1K 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


"@DueCalligrapher I was bearish from [----] till now they have a chance and spot in the ecosystem"  
[X Link](https://x.com/benitoz/status/2019527101280596226)  2026-02-05T21:42Z 13K 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


"@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


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


"@OpenAIDevs So no more cursor"  
[X Link](https://x.com/benitoz/status/2021754137340498383)  2026-02-12T01:12Z 13.7K followers, 12.1K 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 13.7K followers, [----] engagements


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


"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 13.7K followers, 16.7K 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 13.7K followers, 149.4K 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 13.7K 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 13.7K 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


"@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


"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 13.6K 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 13.6K followers, 278.8K 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/benitoz/status/2018794438911541316)  2026-02-03T21:11Z 13.6K 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 13.6K 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


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


"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 13.6K followers, [----] 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


"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 13.7K followers, 20.1K 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


"@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


"$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


"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


"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 13.7K followers, [----] engagements


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


"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 13.7K 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 13.7K followers, 12.1K 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 13.7K followers, 50.6K 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


"$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 13.7K followers, 34.4K 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


"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 13.7K followers, [----] 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 13.7K followers, 44.4K 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


"@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


"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 13.7K followers, [----] 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 13.7K 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


"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 13.7K followers, [---] engagements


"@elonmusk @IsraelPresident @Isaac_Herzog Elon. Thanks for stepping up. Believing that the goodness in humanity needs to prevail. From the Jewish people 🙏🏽✡"  
[X Link](https://x.com/benitoz/status/1729250988123729952)  2023-11-27T21:28Z 13.7K followers, 44.7K engagements


"@houmanhemmati Its really sad to see Newsom not directly. Answer any questions"  
[X Link](https://x.com/benitoz/status/1730422571911516633)  2023-12-01T03:04Z 13.7K followers, 49.6K engagements


"@BillAckman @Harvard Just find the most qualified person for the job. Stop trying to check boxes. Well said"  
[X Link](https://x.com/benitoz/status/1732634725339250808)  2023-12-07T05:34Z 13.7K followers, 144.9K engagements


"@atnissel Wow this is in Beverly Hills on Shabbat Stop the madness 🙏🏽"  
[X Link](https://x.com/benitoz/status/1733906435820736805)  2023-12-10T17:48Z 13.7K followers, 70.3K engagements


".@elonmusk telling us that compute coming online is increasing 10x every [--] months This is why $NVDA Nvidia is worth so much they have the best neural nets in the market The chip rush is bigger than any gold rush that has ever existed Ai is no joke 🚀"  
[X Link](https://x.com/anyuser/status/1763570055567298812)  2024-03-01T14:20Z 13.7K followers, 152.2K engagements


"@vkhosla @elonmusk @OpenAI I think you are missing the point. He wants the ai to be safe for humanity thats why it a non profit before all this"  
[X Link](https://x.com/anyuser/status/1764011488401105046)  2024-03-02T19:34Z 13.7K followers, 63.5K engagements


"Adam Neumann's back with Flow his new multi-family community concept after WeWork. This "vertical kibbutz" in Miami might just redefine living spaces. #Flow #Miami #Reinvention #wecrashed #cre @MasaSonCap"  
[X Link](https://x.com/anyuser/status/1778635173606883700)  2024-04-12T04:04Z 13.7K followers, 968.9K engagements


"@yashar People are getting too crazy over this. Need to have a respectful dialogue"  
[X Link](https://x.com/benitoz/status/1782579887871852646)  2024-04-23T01:18Z 13.7K followers, 38.5K engagements


"@AdamHimmelsbach Champs should pay for the losers dinner 🏆💚🍀"  
[X Link](https://x.com/anyuser/status/1809774550164599063)  2024-07-07T02:20Z 13.7K followers, 44.5K engagements


"This photo will be in the history books. Praying for Trump. Goes hard"  
[X Link](https://x.com/benitoz/status/1812261073741082714)  2024-07-13T23:01Z 13.7K followers, [----] engagements


"@yashar Hes cognizant. Age decline is unfortunately exponential"  
[X Link](https://x.com/benitoz/status/1814078100910874644)  2024-07-18T23:21Z 13.7K followers, 229.8K engagements


"@TrungTPhan Two Words"  
[X Link](https://x.com/anyuser/status/1823365576921948189)  2024-08-13T14:26Z 13.7K followers, 82.6K engagements


"This is incredibly demotivating for hardworking citizens like me. It's reaching a point where it feels easier to rely on government support rather than putting in the effort. I see people getting childcare free tuition free food and BMR housing while my taxes and stress keep skyrocketing"  
[X Link](https://x.com/anyuser/status/1826000697877475839)  2024-08-20T20:57Z 13.7K followers, 53.8K engagements


"@TONYxTWO Trump in Bulk 💪🏽"  
[X Link](https://x.com/benitoz/status/1826448493801865483)  2024-08-22T02:37Z 13.7K followers, 19.7K engagements


"@NicoleShanahan Here we go again why do the Democrats insist on cheating and persecuting their opponents"  
[X Link](https://x.com/anyuser/status/1828544905934971303)  2024-08-27T21:27Z 13.7K followers, 57.1K engagements


"@EricAbbenante Id respect the Dems more if they just cut the crap and admitted they dont really like Kamala but are backing her because shes not Trump. Instead we have to sit through this ridiculous act where they pretend shes super accomplished and competent"  
[X Link](https://x.com/anyuser/status/1829760298955456749)  2024-08-31T05:57Z 13.7K followers, 23.3K engagements


"Larry Ellison in Founder mode: "I probably say bizarre things all the time but this is big. Were designing a data center north of a gigawatt in a location with building permits for [--] small modular nuclear reactors to power it. Thats how crazy things are getting." $ORCL $nvda"  
[X Link](https://x.com/anyuser/status/1833263862654898447)  2024-09-09T21:58Z 13.7K followers, 192K engagements


"$NVDA Jensen "Blackwell is in full production- we'll start scaling in q4 and into next year the demand is so great and everybody wants to be first and most. the intensity is quite extraordinary""  
[X Link](https://x.com/anyuser/status/1833888036234629280)  2024-09-11T15:19Z 13.7K followers, 195.8K engagements


"To source the [------] GPU Al "supercluster" Larry Ellison appealed directly to Jensen Huang during a dinner joined by Elon Musk at Nobu. "I would describe the dinner as me and Elon begging Jensen for GPUs. Please take our money. We need you to take more of our money. Please"  
[X Link](https://x.com/anyuser/status/1834741314740756621)  2024-09-13T23:49Z 13.7K followers, 2.1M engagements


"@TrungTPhan Bro. Half a trillion dollars of wealth sitting at the table Eating some Toro talking GPUs"  
[X Link](https://x.com/anyuser/status/1834781032266318238)  2024-09-14T02:27Z 13.7K followers, 29.5K engagements


"@TrungTPhan The late Steve Jobs said it best about consultants 👇🏽"  
[X Link](https://x.com/benitoz/status/1836914070781337894)  2024-09-19T23:43Z 13.7K followers, 26.1K engagements


"🚨 On the Amazon Q3 call CEO Andy Jassy said theyre GPU constrained and in the early innings of AI. Demand for AI is high and supplys tightespecially with GPUs from $NVDA playing a big role. AWS is just getting started in scaling AI capabilities. 📈"  
[X Link](https://x.com/anyuser/status/1852118200860791219)  2024-10-31T22:39Z 13.7K followers, 51.8K engagements


"The CEO / CMO / and CTO @elonmusk"  
[X Link](https://x.com/anyuser/status/1854025216013337084)  2024-11-06T04:57Z 13.7K followers, 674.8K engagements


"@farzyness Watch Trump win lol"  
[X Link](https://x.com/benitoz/status/1854726152197136497)  2024-11-08T03:22Z 13.7K followers, 20.8K engagements


"@RobertKennedyJr Great seeing you today at the gym. Keep inspiring and fighting for American health. Lets ban all synthetic food coloring once and for all for our children"  
[X Link](https://x.com/anyuser/status/1862228114979627062)  2024-11-28T20:12Z 13.7K followers, 31.3K engagements


"Just met the GOAT of investing Peter Lynch at The Grove as he was walking out of Nordstrom on Black Friday. How crazy is that Even now he might still be spotting trends and investments in everyday life. Talk about legendary #PeterLynch #InvestingGOAT #BlackFriday"  
[X Link](https://x.com/anyuser/status/1862628589143040023)  2024-11-29T22:43Z 13.7K followers, 218.1K engagements


"@bennyjohnson Things are just happening so fast and he hasnt even been sworn in yet. Goes to show that we had zero leadership at the top as management was on a permanent vacation"  
[X Link](https://x.com/benitoz/status/1862728071138488718)  2024-11-30T05:19Z 13.7K followers, 12.3K engagements


"$AVGO CEO Hock Tan shares that three hyperscalers plan to deploy 1M XPU clusters on a unified fabric by [----] creating a $60-90B revenue opportunity in FY27. Additionally theres visibility into two more hyperscalers potentially expanding the TAM even further🚀 $NVDA #ai"  
[X Link](https://x.com/anyuser/status/1867345935107547528)  2024-12-12T23:08Z 13.7K followers, 35.1K engagements


"@micsolana Drummond St Palisades"  
[X Link](https://x.com/anyuser/status/1877014733687046348)  2025-01-08T15:29Z 13.7K followers, 276.7K engagements


"@shaunmmaguire Yes its possible Apparently the fire near me was arson. Here's a vid of someone getting arrested for trying to start a fire. (not my vid but from group chat in my neighborhood) https://t.co/i0drj4MoBA Apparently the fire near me was arson. Here's a vid of someone getting arrested for trying to start a fire. (not my vid but from group chat in my neighborhood) https://t.co/i0drj4MoBA"  
[X Link](https://x.com/benitoz/status/1877549336264921349)  2025-01-10T02:53Z 13.7K followers, 56.7K engagements


"@persianjewess My neighborhood 😭🤯"  
[X Link](https://x.com/anyuser/status/1878295792827367763)  2025-01-12T04:19Z 13.7K followers, 24.9K engagements


"@hamill_law Here for reference. Career politician just got owned"  
[X Link](https://x.com/anyuser/status/1882979090048925816)  2025-01-25T02:29Z 13.7K followers, 52.2K engagements


"H100 Pricing 🚀 - Jevon's Paradox in Action H100 prices exploded after the introduction of V3 as GPUs are starting to be monetized at much higher rates. More intelligence for cheaper means more demand. This is a meaningful shift to sluggish H100 spot pricing previously $nvda"  
[X Link](https://x.com/benitoz/status/1885197160083255702)  2025-01-31T05:23Z 13.7K followers, 118.1K engagements


"@ByJayKing Wow. This team culture is something else"  
[X Link](https://x.com/benitoz/status/1886256317330788521)  2025-02-03T03:32Z 13.7K followers, 13.6K engagements


"@ByJayKing Mazzulla is poised to become the Belichick of the new Celtics dynasty. Convince me otherwise 🍀"  
[X Link](https://x.com/benitoz/status/1893357466559144059)  2025-02-22T17:49Z 13.7K followers, 11.6K engagements


"@SpencerHakimian Yes I agree hes under intense mental pressure and stress either its his many companies children or baby mamas. Its not for the faint of heart to judge him. Hes got a lot on his plate and no one knows what hes going through"  
[X Link](https://x.com/anyuser/status/1928903866227012003)  2025-05-31T19:58Z 13.7K followers, 11.8K engagements


"Always pretty cool when @SpaceX and Elon fire a rocket. The kids get so excited. Humanity is advancing. Exciting times 🚀🚀🚀"  
[X Link](https://x.com/anyuser/status/1934819100674736409)  2025-06-17T03:43Z 13.7K followers, 27K engagements


"@deedydas Hes worked at Meta before. Maybe he knows no one lasts under Zuck and the $1B is a fallacy Or he has morals"  
[X Link](https://x.com/benitoz/status/1951501842082570661)  2025-08-02T04:34Z 13.7K followers, 88.3K engagements


"@firstadopter Middle America not into healthy bowls and salads. Need satiety"  
[X Link](https://x.com/anyuser/status/1955449581401198974)  2025-08-13T02:01Z 13.7K followers, 123.6K engagements


"Tim Cook 80% CEO 20% Master Politician wow $aapl"  
[X Link](https://x.com/anyuser/status/1963795458696122520)  2025-09-05T02:44Z 13.7K followers, 3.5M engagements


"@davegordon14 Jensen doing the same"  
[X Link](https://x.com/benitoz/status/1963797888716444056)  2025-09-05T02:54Z 13.7K followers, 124K engagements


"@akramsrazor Pretty crazy to get to this table from a podcast and Trump from a TV show"  
[X Link](https://x.com/benitoz/status/1963825510192185664)  2025-09-05T04:44Z 13.7K followers, 115.2K engagements


"The $IONQ CEO went on Bloomberg this morning claiming their quantum compute will surpass all $NVDA GPU compute by [----] and even called Blackwell a joke. This kind of hype ends in tears. IonQ will be adding another Q in due time. 😭 @MartinShkreli"  
[X Link](https://x.com/anyuser/status/1967817377430794544)  2025-09-16T05:06Z 13.7K followers, 647.8K engagements


"$NVDA just dropped $900M+ to hire Enfabricas CEO and license the startups tech. That CEO Rochan Sankar the guy behind Broadcoms $AVGO Tomahawk switches. NVIDIA isnt just buying talent theyre locking down the AI datacenters networking backbone"  
[X Link](https://x.com/anyuser/status/1968816848616452305)  2025-09-18T23:18Z 13.7K followers, 33.3K engagements


"APPLOVIN THE BIGGEST COMPANY IN THE WORLD THAT NO ONE ACTUALLY UNDERSTANDS Nice interview by the @tbpn team with Adam Foroughi Cofounder and CEO They are about to launch @AxonAdsManager in a few days. They are using Ai at scale in every process to drive efficiencies 🚀🤖 $APP"  
[X Link](https://x.com/anyuser/status/1972786098687689102)  2025-09-29T22:10Z 13.7K followers, 64.9K engagements


"Cerebras canceling their IPO just confirms it wafer-scale fantasy was never viable. Same story with SambaNova Mythic Grok. Theyre all AI losers because the game is per-watt efficiency and Nvidia already won that game. Cerebras has filed to withdraw paperwork for an IPO more than a year after publicly unveiling plans https://t.co/3VzpGSdRZE Cerebras has filed to withdraw paperwork for an IPO more than a year after publicly unveiling plans https://t.co/3VzpGSdRZE"  
[X Link](https://x.com/anyuser/status/1974238757952885064)  2025-10-03T22:22Z 13.7K followers, 237.3K engagements


"Wow $PLTR 💥 Karp: Elite Progressives only care about 'Yale grads' not the [-----] working-class Americans killed by fentanyl via the open border Open borders screw poor Americans. Palantir is proud to fight the fentanyl flow. Protecting the working class is a moral right"  
[X Link](https://x.com/anyuser/status/1985480342791471432)  2025-11-03T22:52Z 13.7K followers, 66.5K engagements


"GPU prices arent deflating H100 spot up 8% H200 up 18% expected by Q4 [----]. The AI bubble talk misses the real story: sustained compute scarcity and pricing power. $NVDA still owns the stack Amid the global consensus discussion about an AI bubble. H100 spot price to increase by 8% in Q4 [----]. H200 spot price to increase by 18% in Q4 [----]. $NVDA https://t.co/WW6sXOLSFy Amid the global consensus discussion about an AI bubble. H100 spot price to increase by 8% in Q4 [----]. H200 spot price to increase by 18% in Q4 [----]. $NVDA https://t.co/WW6sXOLSFy"  
[X Link](https://x.com/anyuser/status/1987905451087008031)  2025-11-10T15:29Z 13.7K followers, 254.2K engagements


"CoreWeave just locked in 10000+ H100s two quarters early and customers are re-contracting within 5% of original pricing. Meanwhile H100 and H200 spot prices are climbing again into [----]. This isnt an AI bubble its compute scarcity. $NVDA $CRWV @michaeljburry GPU prices arent deflating H100 spot up 8% H200 up 18% expected by Q4 [----]. The AI bubble talk misses the real story: sustained compute scarcity and pricing power. $NVDA still owns the stack GPU prices arent deflating H100 spot up 8% H200 up 18% expected by Q4 [----]. The AI bubble talk misses the real story: sustained compute scarcity and"  
[X Link](https://x.com/anyuser/status/1988037297884025256)  2025-11-11T00:13Z 13.7K followers, 400.5K engagements


"Michael Burry keeps yelling AI bubble. Yet both CoreWeave and Nebius just said theyre sold out of H100s and pre-sold Blackwells before data centers even open. Two of the biggest AI clouds cant keep GPUs in stock thats not a bubble thats a compute famine $NVDA $NBIS CoreWeave just locked in 10000+ H100s two quarters early and customers are re-contracting within 5% of original pricing. Meanwhile H100 and H200 spot prices are climbing again into [----]. This isnt an AI bubble its compute scarcity. $NVDA $CRWV @michaeljburry https://t.co/8GWBN4gIzz CoreWeave just locked in 10000+ H100s two quarters"  
[X Link](https://x.com/anyuser/status/1988312182359290258)  2025-11-11T18:25Z 13.7K followers, 215.9K engagements


"AI trade just got a second wind. Google dropping $40B on new TX DCs plus Berkshire quietly loading up on $GOOG is the tell. Buffett doesnt chase hype he moves when the cash flows are undeniable. If hes leaning in and Google is building out the AI cycle is far from done"  
[X Link](https://x.com/anyuser/status/1989450099098095789)  2025-11-14T21:47Z 13.7K followers, 12.1K engagements


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


"If Gemini [--] Pro is really 5T params on Ironwood thats another loud signal that scaling laws are still undefeated Every lab is going to need far more silicon to stay in the race TPU helps Google but everyone else scales on NVDA Demand curve here is just getting started 🚀 Rumor is Gemini [--] Pro is roughly 5T parameter and running on Ironwood Google doesn't disclose this but that's what a lot of insiders seem to believe This is pretty crazy but scaling laws are real and we definitely need as much new silicon as possible Rumor is Gemini [--] Pro is roughly 5T parameter and running on Ironwood Google"  
[X Link](https://x.com/anyuser/status/1990928869633806681)  2025-11-18T23:43Z 13.7K followers, 371.7K engagements


"What you say Uncle Jimmy @RealJimChanos $NVDA basically answering Burry: The A100s we shipped six years ago are still running at full utilization today now powered by a much stronger software stack. https://t.co/X7kxLaNwEK $NVDA basically answering Burry: The A100s we shipped six years ago are still running at full utilization today now powered by a much stronger software stack. https://t.co/X7kxLaNwEK"  
[X Link](https://x.com/anyuser/status/1991270741959143806)  2025-11-19T22:21Z 13.7K followers, 62.2K engagements


"Jensen just said he was reading a text from DeepMinds Demis confirming it: pre-training + post-training scaling laws are fully intact and Gemini [--] is the proof. A huge jump in quality exactly what Blackwell and Rubin were built for. This next curve is going to be wild. $NVDA If Gemini [--] Pro is really 5T params on Ironwood thats another loud signal that scaling laws are still undefeated Every lab is going to need far more silicon to stay in the race TPU helps Google but everyone else scales on NVDA Demand curve here is just getting started 🚀 If Gemini [--] Pro is really 5T params on Ironwood"  
[X Link](https://x.com/anyuser/status/1991283153558991088)  2025-11-19T23:11Z 13.7K followers, 328.1K engagements


"Jensens answer on custom ASICs was perfect: AI isnt a chip race anymore its a full-stack rack-scale multi-model multi-cloud ecosystem ASICs run a few narrow workloads inside one company NVIDIA runs every model in every cloud with multi-year offtake behind it. $NVDA"  
[X Link](https://x.com/anyuser/status/1991286992139960793)  2025-11-19T23:26Z 13.7K followers, 41.5K engagements


"@JG_Nuke AR rising at NVIDIA isnt channel stuffing. Its what happens when hyperscalers lock in multi-quarter rack deployments and the world is capacity-constrained. Demand supply lead times extend and AR scales with massive contracts. This is backlog not stuffing"  
[X Link](https://x.com/anyuser/status/1991294956540162304)  2025-11-19T23:58Z 13.7K followers, 59.3K engagements


"@Midnight_Captl Neoclouds keep hyperscalers honest and keep them buying NVDA. Anecdotally a startup I work with got pitched AWS compute and still stayed with @LambdaAPI. Data gravity is real. Migration friction is real. The savings werent"  
[X Link](https://x.com/benitoz/status/2001857708123910169)  2025-12-19T03:30Z 13.7K followers, [---] engagements

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