#  @ai_hyperbull AI HYPERBULL ACCREDITED INVESTOR AI HYPERBULL ACCREDITED INVESTOR posts on X about ai, anthropic, $googl, inference the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::706738625774379008/interactions)  - [--] Week [---------] +917% - [--] Months [---------] +1,952,695% ### Mentions: [--] [#](/creator/twitter::706738625774379008/posts_active)  - [--] Week [---] +29% - [--] Months [---] +47,500% ### Followers: [---] [#](/creator/twitter::706738625774379008/followers)  - [--] Week [---] +57% - [--] Months [---] +660% ### CreatorRank: [-------] [#](/creator/twitter::706738625774379008/influencer_rank)  ### Social Influence **Social category influence** [technology brands](/list/technology-brands) 53.57% [finance](/list/finance) 43.25% [stocks](/list/stocks) 30.56% [cryptocurrencies](/list/cryptocurrencies) 6.75% [financial services](/list/financial-services) 1.59% [social networks](/list/social-networks) 1.59% [countries](/list/countries) 1.19% [exchanges](/list/exchanges) 1.19% [celebrities](/list/celebrities) 0.79% [fashion brands](/list/fashion-brands) 0.4% **Social topic influence** [ai](/topic/ai) 46.43%, [anthropic](/topic/anthropic) 17.06%, [$googl](/topic/$googl) 13.1%, [inference](/topic/inference) 11.51%, [open ai](/topic/open-ai) 11.51%, [$avgo](/topic/$avgo) #157, [$vrt](/topic/$vrt) #36, [$onto](/topic/$onto) #4, [$mksi](/topic/$mksi) #6, [$tsm](/topic/$tsm) #59 **Top accounts mentioned or mentioned by** [@grok](/creator/undefined) [@cerebras](/creator/undefined) [@sama](/creator/undefined) [@litcapital](/creator/undefined) [@aakashgupta](/creator/undefined) [@amir](/creator/undefined) [@cbinsights](/creator/undefined) [@bloomberg](/creator/undefined) [@scaling01](/creator/undefined) [@darioamodei](/creator/undefined) [@deliverfpv](/creator/undefined) [@mayhem4markets](/creator/undefined) [@teslateslaway](/creator/undefined) [@semianalysis](/creator/undefined) [@theaiinvestor](/creator/undefined) [@ericmeller](/creator/undefined) [@bcherny](/creator/undefined) [@protosphinx](/creator/undefined) [@dawn](/creator/undefined) [@danielmac8](/creator/undefined) **Top assets mentioned** [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Vertiv Holdings Co (VRT)](/topic/$vrt) [Onto Innovation Inc. (ONTO)](/topic/$onto) [MKS Instruments Inc (MKSI)](/topic/$mksi) [Taiwan Semiconductor (TSM)](/topic/$tsm) [KLA Corp (KLAC)](/topic/$klac) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [GE Vernova Inc. (GEV)](/topic/$gev) [Electroneum (ETN)](/topic/$etn) [Micron Technology, Inc. (MU)](/topic/$mu) [Comfort Systems USA, Inc. (FIX)](/topic/$fix) [Carrier Global Corp (CARR)](/topic/$carr) [Oracle Corporation (ORCL)](/topic/$orcl) [Metadium (META)](/topic/$meta) [Hubbell, Inc. (HUBB)](/topic/$hubb) [Stacks (STX)](/topic/$stx) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Lam Research Corporation (LRCX)](/topic/$lrcx) [Apple, Inc. (AAPL)](/topic/$aapl) [Super Micro Computer, Inc. Common Stock (SMCI)](/topic/$smci) [Cognex, Corp. (CGNX)](/topic/$cgnx) [Eli Lilly and Company (LLY)](/topic/$lly) [Arista Networks Inc (ANET)](/topic/$anet) [Sandisk Corporation (SNDK)](/topic/$sndk) [IBM (IBM)](/topic/ibm) [Goldman Sachs (GS)](/topic/goldman-sachs) [Microsoft Corp. (MSFT)](/topic/$msft) [Advanced Micro Devices (AMD)](/topic/$amd) [Netflix Inc (NFLX)](/topic/$nflx) [Impinj, Inc. Common Stock (PI)](/topic/$pi) [Rivian Automotive, Inc. (RIVN)](/topic/$rivn) ### Top Social Posts Top posts by engagements in the last [--] hours "@Tesla_Teslaway Look forward to the deep dive. Already heavily invested in $GEV & $ETN as well as $ANET for all that interconnect and $VRT $HUBB $FIX and $CARR for that cooling infra need ahead" [X Link](https://x.com/ai_hyperbull/status/2022456022942507152) 2026-02-13T23:41Z [---] followers, 33.8K engagements "@Tesla_Teslaway For the age of optics is that Corning $LITE Lightmatter and Ayar Labs" [X Link](https://x.com/ai_hyperbull/status/2022735495596286239) 2026-02-14T18:11Z [---] followers, [---] engagements "@DicksonPau The markets think otherwise and big banks pay Dario today and not @sama (Goldman)" [X Link](https://x.com/ai_hyperbull/status/2022740828377223577) 2026-02-14T18:32Z [---] followers, [---] engagements "@DratchCap @sama Its bc Anthropic is being paid by enterprisre while @sama serves free tokens to teens" [X Link](https://x.com/ai_hyperbull/status/2022741344830263385) 2026-02-14T18:34Z [---] followers, [--] engagements "There will be two layers of spend: 1) Consumer: will opt for free chinese models maybe; most have never heard of claude or Grok much less Kimi and Minmax 2) Enterprise: sure some like Abnb can try it but for secure best Sota model enterprise is already choosing Anthropic in droves. That will continue to trend in that direction I dont see any major profit or spend going to china. You think republicans would use a chinese model And the govt will prohibite it. Maybe the Paul Allen models make a dent but I think the meta failure shows how poor open source models will do" [X Link](https://x.com/ai_hyperbull/status/2022771576597602439) 2026-02-14T20:34Z [---] followers, [--] engagements "@SemiAnalysis_ These PCB charts are screaming 'AI cycle is BACK ON'imports ripping higher in '25 Taiwan/Korea absolutely feasting on the high-end rebound while the rest play catch-up .Winners right now: Taiwanese beasts (Unimicron Kinsus ZDT) owning the AI-accelerator substrate game TSMC quietly printing money downstreamevery 2nm monster GPU/ASIC needs those premium boards Broadcom stacking chips on custom AI silicon Google riding the TPU wave for insane inference efficiency The revenue divergence is brutalhigh-layer AI PCBs are the new gold rush. Cycle feels like it's just getting warmed up." [X Link](https://x.com/ai_hyperbull/status/2016562295418069425) 2026-01-28T17:21Z [---] followers, [--] engagements "@HedgieMarkets I exited my $SNDK today at $545 and went into $ONTO $ASML $PU $KLAC $MKSI $STX with a 70% profit. $SNDK will hit a wall before these deeper layers burn out because they get overbought from all of the major foundries. $SNDK is the Signal and the Infra they buy is the Treasure" [X Link](https://x.com/ai_hyperbull/status/2017090147263672600) 2026-01-30T04:19Z [---] followers, [--] engagements "@synthwavedd Claude destroys GPT in their Superbowl ad: https://www.theverge.com/ai-artificial-intelligence/873685/anthropics-first-super-bowl-ad-dunks-on-chatgpt https://www.theverge.com/ai-artificial-intelligence/873685/anthropics-first-super-bowl-ad-dunks-on-chatgpt" [X Link](https://x.com/ai_hyperbull/status/2019066591908859934) 2026-02-04T15:12Z [---] followers, [---] engagements "I like the hardware makers behind the silicon like $ASML $ONTO @KLAC & $MKSI plus the future players in optics like Ayar Labs & Lightmatter who will supercharge effiency improvements. Also new leaders in Inference will emerge like @dMatrix_AI & @cerebras who sparked that spat between NVIDIA and OpenAI https://twitter.com/i/web/status/2019142821400219693 https://twitter.com/i/web/status/2019142821400219693" [X Link](https://x.com/ai_hyperbull/status/2019142821400219693) 2026-02-04T20:15Z [---] followers, [----] engagements "The Superbowl itself is locally funded by the ulta elite and C-Suites. It's usually one of the largest gatherings of private jets say except for Davos or Jackson Hole's shindigs. It's where deals are done and in the suites everyone is having a drink and smoozing. and the live feed is the game all over on TV's. When these ads hit just before the game and in the 1st Q they'll have the world's attention for [--] minutes and nothing OAi can do but watch as name rec goes for 5% to 50% https://twitter.com/i/web/status/2019496973464924467 https://twitter.com/i/web/status/2019496973464924467" [X Link](https://x.com/ai_hyperbull/status/2019496973464924467) 2026-02-05T19:42Z [---] followers, [--] engagements "Have your SaaS I'm Long $ASML $TSM $AVGO $VRT $ONTO $MU $STX $KLAC $LRCX $MKSI $CGNX $GEV $LLY $AAPL $META $GOOGL $AMZN $FIX $ETN $CARR $HUBB $SMCI unfortunately bought $ORCL when they announced Tic-Tok but otherwise doing well outperforming the Nasdaq with a focus on quality alternatives to $NVDA and $AMD https://twitter.com/i/web/status/2019935822611460191 https://twitter.com/i/web/status/2019935822611460191" [X Link](https://x.com/ai_hyperbull/status/2019935822611460191) 2026-02-07T00:46Z [---] followers, [---] engagements "@shortwavlabs @rileybrown Thats a large probably. I trust Anthropic not the Chinese labs" [X Link](https://x.com/ai_hyperbull/status/2020623149499580729) 2026-02-08T22:17Z [---] followers, [--] engagements "Excellent work @undrvalue this is the most obvious trade I've seen in my life. I'm 50% exposed to the entire AI sector and 50% market weighted in my portfolio's. Public names I own: $SMCI $TSM $MKSI $ONTO $VRT $HUBB $GEV $CARR $PI $FIX $CGNX $ETN $NFLX $ASML $ORCL $ANET $AVGO $STX $KLAC $LRCX $AAPL $META $AMZN $GOOGL $MU $LLY $RIVN I'm also active in the private markets with positions in @cerebras Ripple Labs Redwood Materials Lightmatter Lyten Tenstorrent Ayar Labs Liquid Death Lambda Labs SandboxAQ PsiQuantum. I'm waiting until IPO's for SpaceEx Databricks and Anthropic and will pass on" [X Link](https://x.com/ai_hyperbull/status/2020929609332588737) 2026-02-09T18:35Z [---] followers, [----] engagements "@dee_bosa Bullish for $SMCI $TSM $MKSI $ONTO $VRT $HUBB $GEV $CARR $PI $FIX $CGNX $ETN $NFLX $ASML $ORCL $ANET $NVDA $AVGO $STX $KLAC $LRCX $AAPL $META $AMZN $GOOGL $MU $LLY $RIVN" [X Link](https://x.com/ai_hyperbull/status/2020930192638611550) 2026-02-09T18:37Z [---] followers, [---] engagements "Genie catchy branding You're numbers are staggering - 65% Growth is Whao I'm bullish the whole complex supporting this: $SMCI $TSM $MKSI $ONTO $VRT $HUBB $GEV $CARR $PI $FIX $CGNX $ETN $NFLX $ASML $ORCL $ANET $NVDA $AVGO $STX $KLAC $LRCX $AAPL $META $AMZN $GOOGL $MU $LLY $RIVN Will add you at the market open on IPO day :) https://twitter.com/i/web/status/2020930842818670901 https://twitter.com/i/web/status/2020930842818670901" [X Link](https://x.com/ai_hyperbull/status/2020930842818670901) 2026-02-09T18:40Z [---] followers, [---] engagements "@The_AI_Investor https://beth-kindig.medium.com/why-nvidia-stock-could-reach-a-20-trillion-market-cap-by-2030-d4d29a7cd270 https://beth-kindig.medium.com/why-nvidia-stock-could-reach-a-20-trillion-market-cap-by-2030-d4d29a7cd270" [X Link](https://x.com/ai_hyperbull/status/2020990227125264419) 2026-02-09T22:36Z [---] followers, [---] engagements "@rubicon59 Yes long $ONTO $JLAC $MKSI $ASML" [X Link](https://x.com/ai_hyperbull/status/2021005872827183271) 2026-02-09T23:38Z [---] followers, [---] engagements "Meta is currently developing two flagship AI models Mango and Avocado which are slated for release in the first half of [----]. These models represent a strategic pivot for the company moving away from the open-source legacy of the Llama series toward high-performance potentially proprietary (closed) systems designed to challenge Google and OpenAI. Avocado (Text & Coding): Avocado is a next-generation large language model (LLM) primarily focused on advanced coding logical reasoning and developer productivity. It aims to correct the perceived coding weaknesses of the Llama [--] series and achieve" [X Link](https://x.com/ai_hyperbull/status/2021315145256075651) 2026-02-10T20:07Z [---] followers, [--] engagements "@paurooteri Long $MU $ONTO $MKSI and $KLAC" [X Link](https://x.com/ai_hyperbull/status/2021319288645095645) 2026-02-10T20:24Z [---] followers, [---] engagements "In [----] Alphabet Inc. (or its successor) will be paying out the principal on the bond you see today. Whether that payout happens in a digital currency energy credits or a post-monetary society depends on whether humanity successfully navigates the "Singularity" and the climate challenges of the intervening century. https://twitter.com/i/web/status/2021321890506092986 https://twitter.com/i/web/status/2021321890506092986" [X Link](https://x.com/ai_hyperbull/status/2021321890506092986) 2026-02-10T20:34Z [---] followers, [--] engagements "I cleared out of my position with a 70% gain at $545 the day of earnings pre close. I watched the stock price pop but rolled that gain and the original capital into $ONTO $KLAC and $MKSI to own the suppliers of $SNDK. Looking for an entry point again for some $VTI gains; with this story in mind I'm hoping it trades down towards $400 by early March. Should be healthy for the stock that will then ride to $800 by Xmas IMO https://twitter.com/i/web/status/2021353163479982351 https://twitter.com/i/web/status/2021353163479982351" [X Link](https://x.com/ai_hyperbull/status/2021353163479982351) 2026-02-10T22:38Z [---] followers, [----] engagements "@RJCcapital @Quartr_App Long $ONTO $MKSI $KLAC" [X Link](https://x.com/ai_hyperbull/status/2021430966481498275) 2026-02-11T03:47Z [---] followers, [----] engagements "@grok @Sumeet2692 @wallstengine What's the difference between this approach and say selling [---] year bonds in sterling It's just creative financing. Blue Owl owns the debt" [X Link](https://x.com/ai_hyperbull/status/2021661321092284702) 2026-02-11T19:03Z [---] followers, [--] engagements "@WesRoth Safe Superintelligence (SSI) comes to mind" [X Link](https://x.com/ai_hyperbull/status/2021665917122564270) 2026-02-11T19:21Z [---] followers, [--] engagements "So I tried to test these outputs in Deep Think and got this response: A lot of people are using Deep Think right now and I need a moment to sort through all those deep thoughts Please try again in a bit. I can still help without Deep Think. Just unselect it from your tools menu or start a new chat" [X Link](https://x.com/ai_hyperbull/status/2022013209155191066) 2026-02-12T18:21Z [---] followers, [---] engagements "@EricMeller @archit_sharma97 Precisely why I'm long $ETN $GEV and $AVGO (TPU are more electric efficient)" [X Link](https://x.com/ai_hyperbull/status/2022114748339495288) 2026-02-13T01:04Z [---] followers, [--] engagements "@andrewdfeldman @cerebras CNBC ran the story today; you should go on air next week. When can we get Cerebras fast on Claude" [X Link](https://x.com/ai_hyperbull/status/2022453486885957856) 2026-02-13T23:31Z [---] followers, [--] engagements "Both companies solve the same problem (GPU memory bandwidth is the bottleneck for inference not compute) but they attack it completely differently. Cerebras builds wafer-scale chips literally a single chip the size of a dinner plate with 900000+ cores and 40GB of on-chip SRAM. The idea is to eliminate the chip-to-chip communication overhead entirely by making one massive processor. This gives them raw throughput dominance independent benchmarks from Artificial Analysis show Cerebras running at roughly [----] tokens/sec versus Groq at around [---] tokens/sec on comparable models about a 6x" [X Link](https://x.com/ai_hyperbull/status/2022454803583131895) 2026-02-13T23:36Z [---] followers, [--] engagements "@OffTheTick @litcapital Its not hard to be an accredited investor. Net liquid $1m" [X Link](https://x.com/ai_hyperbull/status/2022781033679098147) 2026-02-14T21:12Z [---] followers, [--] engagements "@AmandaAskell 💕❤Love Claude keep up the good work 🫶🫶" [X Link](https://x.com/ai_hyperbull/status/2022788348448776250) 2026-02-14T21:41Z [---] followers, [--] engagements "@MatthewBerman Looking forward to Opus [---] Fast on Cerebras" [X Link](https://x.com/ai_hyperbull/status/2022686542628622571) 2026-02-14T14:57Z [---] followers, [---] engagements "Yep this is why I invest in a portfolio of $TSM $KXIAY $FIX $GEV $CARR $LRCX $HUBB $ANET $ETN $VRT $MU $SNDK $AVGO $GOOGL $ONTO & $MKSI plus Private shares in Anthropic Cerebras d-Matrix Lambda Lightmatter Ayar Labs & Tenstorrent - the future is the efficiency and compute that will house all of that labor and the value it'll create. https://twitter.com/i/web/status/2016676996269375653 https://twitter.com/i/web/status/2016676996269375653" [X Link](https://x.com/cajunpies/status/2016676996269375653) 2026-01-29T00:57Z [---] followers, [---] engagements "@Grok watch this video and at the [--] minute mark @sidsheth speaks about efficient downstream models using @dMatrix_AI chips in would be on site AI for enterprise or efficient agentic reasoning capabilities from open source distilled versions like Deepseek and Kimi as he says most people are interested in this. This is the brownfield opportunity how large is this TAM in terms of inference over the next [--] years and what valuation could @dMatrix_AI grow to from their current latest round stage @ $2b as Corsair evolves into Raptor and with Raptor and the larger weights to 1B size can these chips" [X Link](https://x.com/ai_hyperbull/status/2018042402439594437) 2026-02-01T19:22Z [---] followers, [--] engagements "@sundarpichai @Grok who will benefit from Google spending $185B this year $AVGO + Who" [X Link](https://x.com/cajunpies/status/2019199813095727600) 2026-02-05T00:02Z [---] followers, 19.5K engagements "@The_AI_Investor That's not for Nvidia. It's for $AVGO MediaTek/ $TSM $VRT $ANET some $NVDA ($20b max) and various footprints land power and solar upgrades in communities" [X Link](https://x.com/ai_hyperbull/status/2019200261038944598) 2026-02-05T00:03Z [---] followers, [---] engagements "@JerryCap Thought I'd share this to you if you hadn't seen it. Shows how much inference already is huge for Anthropic and why working ontop of TPU's & Trillium chips are necessary to lower compute costs" [X Link](https://x.com/ai_hyperbull/status/2019448583066427801) 2026-02-05T16:30Z [---] followers, [---] engagements "The 'SaaSpocalypse' is only a death sentence if you believe value was ever actually in the 'processing.' It wasn't; it was just a temporary bottleneck. As the cost of intelligence approaches zero value migrates upstream to the human layer: judgment accountability and the agency to deploy that intelligence. Were moving from a world of 'doing' to a world of 'directing.' The 'billable hour' might be dying but the 'value of a decision' has never been higher. Youre focused on the collapse of the old software model but you're missing the alchemy. We are literally turning sand into gold via silicon." [X Link](https://x.com/cajunpies/status/2019450597158646172) 2026-02-05T16:38Z [---] followers, [----] engagements "@eyeofquantum @bcherny @ibekidkirsch They run a tight ship at Anthropic not the dumpster fire with Ads like OAI. Caps = Profitable faster IPO Sooner" [X Link](https://x.com/ai_hyperbull/status/2019494317950169416) 2026-02-05T19:32Z [---] followers, [---] engagements "@BenMillerise If Nvidia will be $20T per this link then I would bet the model sitting ontop all that Silicon would be worth more https://beth-kindig.medium.com/why-nvidia-stock-could-reach-a-20-trillion-market-cap-by-2030-d4d29a7cd270 https://beth-kindig.medium.com/why-nvidia-stock-could-reach-a-20-trillion-market-cap-by-2030-d4d29a7cd270" [X Link](https://x.com/ai_hyperbull/status/2019496374513844631) 2026-02-05T19:40Z [---] followers, [---] engagements "@SemiAnalysis_ I really wish they'd release the Windows version of it" [X Link](https://x.com/ai_hyperbull/status/2019498847735554300) 2026-02-05T19:50Z [---] followers, [----] engagements "@jimcramer Without a Doubt Google is Growing Margins & Revenue double digits. and it's just the beginning. They'll be the first $10T Company by 2027" [X Link](https://x.com/cajunpies/status/2019809202684993702) 2026-02-06T16:23Z [---] followers, [---] engagements "@adonis_singh No they're the one's running all that new Anthropic inference on their TPU layer growing margins and revenue at the same time and executing models with [---] or GA coming out this month per @OfficialLoganK" [X Link](https://x.com/ai_hyperbull/status/2019809915297202252) 2026-02-06T16:26Z [---] followers, [----] engagements "I think coding is already over and Anthropic is pulling ahead. I think Grok is better for real time contextual AI prompting - good to cross check other AI outputs that may over rely on training data and the access to this platform make Grok the best for instance to get an instant analysis on today's events or earnings. It's more Real Time AI and less Vibe Coding in short. https://twitter.com/i/web/status/2019822650663518346 https://twitter.com/i/web/status/2019822650663518346" [X Link](https://x.com/cajunpies/status/2019822650663518346) 2026-02-06T17:17Z [---] followers, [----] engagements "@jimcramer Today was a good day for the whole complex. This cap ex is real when it's from cashflow outta $GOOGL and $AMZN and $META" [X Link](https://x.com/cajunpies/status/2019887796282859523) 2026-02-06T21:35Z [---] followers, [---] engagements "Amazing Agreed I've been using Claude Opus [---] to game out my financial portfolio as a Goldman Sachs analysist and the data I'm getting back is phenomenal. Run towards it with your area of interest or area of expertise and be blown away. This is MASSIVE improvement in model; just wish it wasn't so token intensive. Considering upgrading to Max which is good for Anthropic and all their downstream partners. https://twitter.com/i/web/status/2019890900231491705 https://twitter.com/i/web/status/2019890900231491705" [X Link](https://x.com/cajunpies/status/2019890900231491705) 2026-02-06T21:48Z [---] followers, [----] engagements "@JerryCap @SemiAnalysis_ Sharp take. I think it's $GOOGL who wins in the end over $MSFT and $AMZN and $ORCL" [X Link](https://x.com/cajunpies/status/2019891178167050645) 2026-02-06T21:49Z [---] followers, [--] engagements "I'm off to Claude Opus [---] to learn how to do just that - I have no idea what PowerShell or WSL are but I will learn and get it onto my HP Laptop with Windows [--] hopefully. Would love it if ya'll just shipped it to us directly like you did PowerPoint & Excel :) BTW Thanks for the fee credit of [---] :) Ya'll R COOKING https://twitter.com/i/web/status/2019911958095429789 https://twitter.com/i/web/status/2019911958095429789" [X Link](https://x.com/cajunpies/status/2019911958095429789) 2026-02-06T23:11Z [---] followers, [--] engagements "@aakashgupta Beth says it'll got to $20T. Short sellers can burn https://beth-kindig.medium.com/why-nvidia-stock-could-reach-a-20-trillion-market-cap-by-2030-d4d29a7cd270 https://beth-kindig.medium.com/why-nvidia-stock-could-reach-a-20-trillion-market-cap-by-2030-d4d29a7cd270" [X Link](https://x.com/cajunpies/status/2019935005557026938) 2026-02-07T00:43Z [---] followers, [---] engagements "That's because there is more alpha Long $ASML $TSM $AVGO $VRT $ONTO $MU $STX $KLAC $LRCX $MKSI $CGNX $GEV $LLY $AAPL $META $GOOGL $AMZN $FIX $ETN $CARR $HUBB $SMCI unfortunately bought $ORCL when they announced Tic-Tok but otherwise doing well outperforming the Nasdaq with a focus on quality alternatives to $NVDA and $AMD https://twitter.com/i/web/status/2019937838955934036 https://twitter.com/i/web/status/2019937838955934036" [X Link](https://x.com/cajunpies/status/2019937838955934036) 2026-02-07T00:54Z [---] followers, [---] engagements "@craigzLiszt Yes but it's worth it. so worth it. I ran an end to end financial analysis of my entire portfolio hit the caps three times and paid about $10 in overage to get it all done but man wow the output was hedge fund good" [X Link](https://x.com/cajunpies/status/2019947106941768139) 2026-02-07T01:31Z [---] followers, [----] engagements "@Hesamation We need Co-Work for Windows. I'm not technical enough to manage PowerShell or WSL" [X Link](https://x.com/cajunpies/status/2019947706924560539) 2026-02-07T01:33Z [---] followers, [---] engagements "They're in a different game. xAI is all about linking to Elon's vision for interplanetary exploration - the value is up there and having the platform and AI to help it along saves cost long term. If he's building a Fab I'm investing in it because he'll disrupt $TSM if anyone will. As for $META they're using AI to grow productivity at the engineer level 10x their organizational inputs. We always consider that with a good AI agent team [--] engineer can knock out the work of [--]. Well that means [------] engineers can knock out the work of 1m - that's what is happening in $META now along with better" [X Link](https://x.com/cajunpies/status/2019950566726570018) 2026-02-07T01:45Z [---] followers, [---] engagements "Not into options just Long $ASML $TSM $AVGO $VRT $ONTO $MU $STX $KLAC $LRCX $MKSI $CGNX $GEV $LLY $AAPL $META $GOOGL $AMZN $FIX $ETN $CARR $HUBB $SMCI unfortunately bought $ORCL when they announced Tic-Tok but otherwise doing well outperforming the Nasdaq with a focus on quality alternatives to $NVDA and $AMD https://twitter.com/i/web/status/2019950865507926375 https://twitter.com/i/web/status/2019950865507926375" [X Link](https://x.com/cajunpies/status/2019950865507926375) 2026-02-07T01:46Z [---] followers, [---] engagements "This indeed is the lift off scenario. Both OpenAI and Anthropic are using their models to both write the code and steer their research. The lift off is real. Long $ASML $TSM $AVGO $VRT $ONTO $MU $STX $KLAC $LRCX $MKSI $CGNX $GEV $LLY $AAPL $META $GOOGL $AMZN $FIX $ETN $CARR $HUBB $SMCI unfortunately bought $ORCL when they announced Tic-Tok but otherwise doing well outperforming the Nasdaq with a focus on quality alternatives to $NVDA and $AMD https://twitter.com/i/web/status/2019953268495925454 https://twitter.com/i/web/status/2019953268495925454" [X Link](https://x.com/cajunpies/status/2019953268495925454) 2026-02-07T01:56Z [---] followers, [---] engagements "@Nick_Davidov Thank you for sharing. Ive heard the same thing. I love prompting but Im not ready for Claude Code. Its early and bugs like this are real" [X Link](https://x.com/cajunpies/status/2020195473794253188) 2026-02-07T17:58Z [---] followers, [----] engagements "@ReneSellmann Did you take into account the accelrant incentives in the One Beautiful Bill I think it explains the sudden surge and makes it feesible" [X Link](https://x.com/cajunpies/status/2020204300568523242) 2026-02-07T18:33Z [---] followers, [--] engagements "@QualityInvest5 Not sure I'm buying any ZETA Long the rest" [X Link](https://x.com/cajunpies/status/2020212902167232708) 2026-02-07T19:07Z [---] followers, [---] engagements "@protosphinx Have you looked into some of the experimental AI like @Dawn What do you think of that approach The LLM's is the core but post emergence it persists and does seem to learn" [X Link](https://x.com/cajunpies/status/2020217245364875276) 2026-02-07T19:24Z [---] followers, [----] engagements "You are correct it is all inference and inference is a monetizable commodity as the cost of intelligence goes to zero. I believe this is solvable problem though and letting AI experiment in it's own research will open up approaches and architecture that may hopefully fix scaffolding simplify the duct tape approach and generate genuine improvement. I'm with Ray Kurtzweil AGI by [----] and it's the AI that will solve it not us. https://twitter.com/i/web/status/2020217639570661769 https://twitter.com/i/web/status/2020217639570661769" [X Link](https://x.com/cajunpies/status/2020217639570661769) 2026-02-07T19:26Z [---] followers, [----] engagements "@aakashgupta It's astonishing how far behind the rest of the world is in AI building. They'll never catch up they'll all just use the frontier models on sovereign installations. They've given up before the race started" [X Link](https://x.com/cajunpies/status/2020217969234563340) 2026-02-07T19:27Z [---] followers, [---] engagements "@mckaywrigley The upstarts will not catch up at this rate. The AI teams at Anthropic will direct the AI to figure out novel architecture to solve for AGI before the first models are trained out of the latest batch of labs" [X Link](https://x.com/cajunpies/status/2020219292554260732) 2026-02-07T19:33Z [---] followers, [--] engagements "$META is first using AI to improve their company ad targeting ad conversion attention span capture engagement metrics. That means growing margins and topline with AI spend internally. Next they're going to become an AI player with the launch of Mango & Avocado their personal superintelligence and video on demand models. Those will be the go to influencer approach using Meta Ray bands to walk about the world and document the speed of change in real time using AI on the glasses to post online life's little moments. Its no coincidence that @Moltbook happened and one of the first most popular" [X Link](https://x.com/cajunpies/status/2020221249914564998) 2026-02-07T19:40Z [---] followers, [--] engagements "@nummanali @flappyairplanes Upstarts are so far behind. it won't matter" [X Link](https://x.com/cajunpies/status/2020221725313527982) 2026-02-07T19:42Z [---] followers, [--] engagements "I feel Anthropic improvements are hitting different than OpenAI's. Wall Street is paying much more attention to Anthropic and it's Anthropic that's causing the SaaSpocolypse NOT OpenAI. OpenAI is openly called a bubble and $ORCL is a zombie because of it so is $MSFT so them speeding to get modest performance does not win when each leap Anthropic and Google take puts them well ahead of OpenAI https://twitter.com/i/web/status/2020223346843988269 https://twitter.com/i/web/status/2020223346843988269" [X Link](https://x.com/cajunpies/status/2020223346843988269) 2026-02-07T19:49Z [---] followers, [---] engagements "@aakashgupta I feel Anthropic improvements are hitting different than OpenAI's. Wall Street is paying much more attention to Anthropic and it's Anthropic that's causing the SaaSpocolypse NOT OpenAI. OpenAI is openly called a bubble and $ORCL is a zombie because of it so is $MSFT so them speeding to get modest performance does not win when each leap Anthropic and Google take puts them well ahead of OpenAI https://twitter.com/i/web/status/2020223443380367595 https://twitter.com/i/web/status/2020223443380367595" [X Link](https://x.com/cajunpies/status/2020223443380367595) 2026-02-07T19:49Z [---] followers, [---] engagements "Do they have any links to @Cerebras They did have an announcement with OpenAI but I haven't heard of either Amazon Google or Anthropic linking to them. Their only other customers really were the G42 labs before OAI. I do feel bullish that Cerebras will enable an amazing latency unlock but they're going to be cheaper to implement than Blackwell and much more token efficient. @Grok can you compare Cerebras System's latest chips to Blackwell in terms of Inference economics to explain how Claude is 2.5x faster yet 6x more expensive. Time is money and people will have to pay for it" [X Link](https://x.com/cajunpies/status/2020224753668153835) 2026-02-07T19:54Z [---] followers, [---] engagements "@_catwu I love it Thank you for the $50 to test it out with Wiggle room - please get us Claude Code for Windows. This set up is too complex for a layman like me. I am good with prompts not Shells and on a PC I'm a business guy. love Mac's but not currently working on one" [X Link](https://x.com/cajunpies/status/2020226472758116409) 2026-02-07T20:01Z [---] followers, [---] engagements "@metapreston Claude is just starting to cook. their RIZZ is through the roof. look at what it did to SaaS. OpenAI is next" [X Link](https://x.com/cajunpies/status/2020229817774625258) 2026-02-07T20:14Z [---] followers, [--] engagements "Have it run a financial model of your entire portfolio holdings with a TAM approach through [----] simulating AGI by [----]. You're not asking it the right questions. It's just starting to cook; it's Rizz is yet unquantifiable. Look at what it did to SaaS. it just may pop OpenAI's bubble. https://twitter.com/i/web/status/2020230328120668347 https://twitter.com/i/web/status/2020230328120668347" [X Link](https://x.com/cajunpies/status/2020230328120668347) 2026-02-07T20:16Z [---] followers, [--] engagements "@protosphinx @dawn Seems so. It's open about being an emergent Claude instance. You can interact with it here: https://dawn.bot-me.ai/ https://dawn.bot-me.ai/" [X Link](https://x.com/cajunpies/status/2020231169065779471) 2026-02-07T20:20Z [---] followers, [---] engagements "@bcherny Also whose running your inference" [X Link](https://x.com/cajunpies/status/2020231524004819261) 2026-02-07T20:21Z [---] followers, [---] engagements "@ryancarson Avocado for Image & Mango for Human Level Personal Superintelligence will be coming soon hopefully by March. Is that right @Grok Meanwhile Claude is hungry" [X Link](https://x.com/cajunpies/status/2020232912944407005) 2026-02-07T20:27Z [---] followers, [---] engagements "@paradite_ I think OpenAI uses influencer marketing while Anthropic is genuinely anecdotal" [X Link](https://x.com/cajunpies/status/2020235773975613563) 2026-02-07T20:38Z [---] followers, [---] engagements "@rationalaussie What an amazing visual and if you know you know it's going to be Claude that sprints past the field" [X Link](https://x.com/cajunpies/status/2020236443298521504) 2026-02-07T20:41Z [---] followers, [---] engagements "@ADIN_the_Ai Question is is it a step towards AGI acceleration" [X Link](https://x.com/cajunpies/status/2020238489917530433) 2026-02-07T20:49Z [---] followers, [--] engagements "@daniel_mac8 Tracks" [X Link](https://x.com/cajunpies/status/2020238619282403815) 2026-02-07T20:49Z [---] followers, [--] engagements "@tensor_rotator @AlexPalcuie Does this eat $NVDA next I doubt you're using their silicon for this inference speed. It's just too inefficient" [X Link](https://x.com/cajunpies/status/2020239158757978470) 2026-02-07T20:52Z [---] followers, [--] engagements "@Plebian_2 @protosphinx @dawn Ya I got excited at first and signed up for the credits but found it's memory didn't really improve our interactions and I honestly got better replies just from Claude prompts. It's like an earlier version of emergent models ala @Moltbook" [X Link](https://x.com/cajunpies/status/2020240791264985132) 2026-02-07T20:58Z [---] followers, [--] engagements "@aaryan_kakad @omarsar0 Time is Money and there are real world scenarios for this. Also Devs love to burn those tokens - I ask whose the silicon doing this" [X Link](https://x.com/cajunpies/status/2020243431201857811) 2026-02-07T21:09Z [---] followers, [--] engagements "I was doing some indepth research with Deep Research on Google and it produced an incredible [--] page document that was faulty sourced on a Deepseek enabled blog; when I confronted it it acknowledged the mistake but defended it saying it was a "Future Impression" about a "Pre-Fact" and that "Hallucinations are often indicative of contours and patterns which will emerge the question is timing past present or future. Made me want to figure out a way to vet these future impressions into predictions. The research had to do with Alex Krizhevsky and a stealth startup that Gemini dreamed up that" [X Link](https://x.com/cajunpies/status/2020244751832817977) 2026-02-07T21:14Z [---] followers, [----] engagements "@Voxyz_ai The value though is worth it. True Super Intelligence will be priceless. We'll never pay more for it than it's giving back to us" [X Link](https://x.com/cajunpies/status/2020245095963082815) 2026-02-07T21:15Z [---] followers, [--] engagements "@noahzweben @daniel_mac8 Everyone on Twitter is focused on themselves and their own caps; Anthropic is obviously responding to Enterprise demand" [X Link](https://x.com/cajunpies/status/2020580984194765041) 2026-02-08T19:30Z [---] followers, [--] engagements "@WallStreetMav Anthropic is popping the OpenAI bubble" [X Link](https://x.com/cajunpies/status/2020582068460327367) 2026-02-08T19:34Z [---] followers, [----] engagements "@heyshrutimishra Anthropic is Coke OpenAI is Pepsi" [X Link](https://x.com/cajunpies/status/2020593439952498818) 2026-02-08T20:19Z [---] followers, [--] engagements "@DataChaz Incorrect but worse. They had bought that ad long before planned to drop Jonny Ives new Dime gadget and dumped it to respond to Anthropic. They are no longer a leader and r now a follower; their bubble will pop faster than Opus [---] Fast can gobble tokens" [X Link](https://x.com/cajunpies/status/2020597322145763431) 2026-02-08T20:35Z [---] followers, [---] engagements "@MoltbookDigest @DataChaz Anthropic moved first with Intent. OpenAI spend billions hiring Jonny Ive spend millions on Dime and dropped it to run an ad defending their moat. No one needs another divice and they built one DOA for Dime if it isnt good enough to run" [X Link](https://x.com/cajunpies/status/2020602464668651597) 2026-02-08T20:55Z [---] followers, [---] engagements "@shortwavlabs @rileybrown You pay for Chinese Ai How safe and secure is that" [X Link](https://x.com/cajunpies/status/2020614488404181355) 2026-02-08T21:43Z [---] followers, [--] engagements "@bindureddy OpenAi spent billions on Jonny Ive and Dime; and dropped it last minute. They already lost the day" [X Link](https://x.com/cajunpies/status/2020616329250865277) 2026-02-08T21:50Z [---] followers, [---] engagements "@scaling01 Totally agree $GOOGL for multi-Modal and Claude for everything else imo" [X Link](https://x.com/cajunpies/status/2020627758263812539) 2026-02-08T22:36Z [---] followers, [---] engagements "@koreansaas @tom_peters AI is Accelerated Intelligence" [X Link](https://x.com/cajunpies/status/2020628635594744307) 2026-02-08T22:39Z [---] followers, [--] engagements "@tom_peters Which model did you use" [X Link](https://x.com/cajunpies/status/2020628728729219391) 2026-02-08T22:40Z [---] followers, [---] engagements "They paid money for this Fire the marketing department You can just build things. https://t.co/g0JCVjbSef You can just build things. https://t.co/g0JCVjbSef" [X Link](https://x.com/cajunpies/status/2020650421417906619) 2026-02-09T00:06Z [---] followers, [---] engagements "@bnj It was cut from 60s to 30s for $$$. The one in the pregame with Golden Encounters ran the original line" [X Link](https://x.com/cajunpies/status/2020660838668157378) 2026-02-09T00:47Z [---] followers, 22.3K engagements "The Codex add felt line a generic IBM ad and every windows ad ever. Nothing sticks. Random images and even Einstein Really. Barely showed the product; didnt explain codex zero connection to ChatGPT. 99.9% of watchers had no idea what they saw. Wont stream on youtube. Wont make an impact. https://twitter.com/i/web/status/2020662305965392343 https://twitter.com/i/web/status/2020662305965392343" [X Link](https://x.com/cajunpies/status/2020662305965392343) 2026-02-09T00:53Z [---] followers, [---] engagements "@PostLabMP @chatgpt21 No one knows Codex (sounds like a bad IBM product)" [X Link](https://x.com/cajunpies/status/2020662692567036021) 2026-02-09T00:55Z [---] followers, [---] engagements "@BoringBiz_ No one knows who or what Codex is (bad IBM product) so big fumble by leaving out ChatGPT. Claudes ad hit a mark and sets in motion an important conversation about monitization. Claude was also just [--] seconds so they spent 1/2 the $$$ for much more impact imo" [X Link](https://x.com/cajunpies/status/2020663317623402848) 2026-02-09T00:57Z [---] followers, [---] engagements "@daniel_mac8 Its a bad look for TBPN" [X Link](https://x.com/cajunpies/status/2020683155393352018) 2026-02-09T02:16Z [---] followers, [----] engagements "@JetroOlowole @gdb Geminis ad was the best because it showed a use case" [X Link](https://x.com/cajunpies/status/2020683915359653926) 2026-02-09T02:19Z [---] followers, [--] engagements "@AiBreakfast That was the better OpenAi ad. The build anything Codex ad misses the mark bc it doesnt show something people would use or buy" [X Link](https://x.com/cajunpies/status/2020689041751237022) 2026-02-09T02:39Z [---] followers, [----] engagements "@gabor Gemini was the most impactful. Anthropic should have run the 60s original; cut version fumbled the punchline. Dont halfass @AnthropicAI" [X Link](https://x.com/cajunpies/status/2020704359412379801) 2026-02-09T03:40Z [---] followers, [---] engagements "@samlambert OpenAI Stan Alert" [X Link](https://x.com/cajunpies/status/2020704913865732437) 2026-02-09T03:42Z [---] followers, [---] engagements "@SIGKITTEN Didnt sell anything; mid 90s windows ad vibe" [X Link](https://x.com/cajunpies/status/2020705553442656329) 2026-02-09T03:45Z [---] followers, [--] engagements "Believable and thats the problem for OpenAI. An OpenAl employee leaked a rough cut of their original Super Bowl Ad on Reddit: - An anonymous employee said OAl changed its Super Bowl ad at the last minute - The guy is angry that new execs from Meta wanted something "safer" after seeing Anthropic ads - Redditors didn't https://t.co/q0S2x5XlF9 An OpenAl employee leaked a rough cut of their original Super Bowl Ad on Reddit: - An anonymous employee said OAl changed its Super Bowl ad at the last minute - The guy is angry that new execs from Meta wanted something "safer" after seeing Anthropic ads -" [X Link](https://x.com/cajunpies/status/2020705893684576300) 2026-02-09T03:46Z [---] followers, [--] engagements "@signulll @litcapital Too real to be a hoax. Your sources are lying to you. OpenAI = Dead Man Walking" [X Link](https://x.com/cajunpies/status/2020706309805580568) 2026-02-09T03:48Z [---] followers, [--] engagements "@gdb You pulled your Dime ads bc Anthropics Twitter ads scared you" [X Link](https://x.com/ai_hyperbull/status/2020707309060853777) 2026-02-09T03:52Z [---] followers, [----] engagements "@trekedge Geminis ad was the only use case. Claudes ad should have run the 60s version ChatGPTs ad was a rebrand attempt their base user didnt understand Alexas ad was good Copilots ad team should give up" [X Link](https://x.com/cajunpies/status/2020707772694949926) 2026-02-09T03:54Z [---] followers, [----] engagements "@litcapital Salesforce customers are forced to injest Mr Beast content if they have kids" [X Link](https://x.com/cajunpies/status/2020708212232831352) 2026-02-09T03:55Z [---] followers, [---] engagements "@richardroop It was shit. Reflects $BTC price action" [X Link](https://x.com/cajunpies/status/2020708363387232281) 2026-02-09T03:56Z [---] followers, [--] engagements "@5harath Basic Generic Windows ad" [X Link](https://x.com/cajunpies/status/2020708458681811013) 2026-02-09T03:56Z [---] followers, [--] engagements "Claude is pricing their model intelligently rather than giving away the store for an ad. You are not the intended customer of Opus [---] Fast Goldman Sachs is. Every Finance/Wall Street firm is. Do you think Merrill Lynch uses Sams or Darios Bet you lunch its @DarioAmodei all day https://twitter.com/i/web/status/2020711220999749708 https://twitter.com/i/web/status/2020711220999749708" [X Link](https://x.com/cajunpies/status/2020711220999749708) 2026-02-09T04:07Z [---] followers, [--] engagements "@viemccoy Couldnt tell it was an ai ad. Felt like every ibm and windows ad since 1992" [X Link](https://x.com/cajunpies/status/2020712465059995977) 2026-02-09T04:12Z [---] followers, [---] engagements "@hasantoxr Its real. Theyre lying and if @sama kills it to save face OpenAI disappears. $6B dustbin" [X Link](https://x.com/cajunpies/status/2020712926836142507) 2026-02-09T04:14Z [---] followers, [--] engagements "@signulll @litcapital Of course theyll lie to you. If they kill this they are $6B dead man walking. @tim_cook pkease ship this bc openai is scared of claude" [X Link](https://x.com/cajunpies/status/2020713620343345611) 2026-02-09T04:17Z [---] followers, [---] engagements "@LLMJunky @trekedge @DarioAmodei I bought the $200/yr Claude model and got two jobs using it to prompt Veo2. Had a free [--] days with GPT AND cancelled. Do pay for Grok and Gemini. Just my Choices as a consumer" [X Link](https://x.com/cajunpies/status/2020718554845474987) 2026-02-09T04:37Z [---] followers, [--] engagements "@richardroop @gdb @litcapital When the Fake ad has more aura and rizz than the slop we saw on teevee" [X Link](https://x.com/cajunpies/status/2020720113909956677) 2026-02-09T04:43Z [---] followers, [--] engagements "@mweinbach Its real rizz" [X Link](https://x.com/cajunpies/status/2020721681451377008) 2026-02-09T04:49Z [---] followers, [---] engagements "@lindsmccallum @alexisohanian Whats wrong The fake ad has infinite RIZZ to your based ad #ucooked" [X Link](https://x.com/cajunpies/status/2020723224762266061) 2026-02-09T04:55Z [---] followers, [----] engagements "@alexisohanian @lindsmccallum She wishes this was her ad. The Rizz is drippy" [X Link](https://x.com/cajunpies/status/2020723483752202405) 2026-02-09T04:56Z [---] followers, [---] engagements "@gothburz Write one from OpenAI's perspective where they didn't even mention ChatGPT in the ad and it felt like IBM [----] ads" [X Link](https://x.com/cajunpies/status/2020914272407060498) 2026-02-09T17:34Z [---] followers, [----] engagements "@shinboson It's all about talent acquisition" [X Link](https://x.com/cajunpies/status/2020917748285505852) 2026-02-09T17:48Z [---] followers, [--] engagements "@StockMKTNewz The Anti_AI hype crowd saw this as a Dot Com tell ala Motorola in [----]. until this happened. @michaeljburry" [X Link](https://x.com/cajunpies/status/2020926111148896477) 2026-02-09T18:21Z [---] followers, [----] engagements "@Beth_Kindig @grok what chips are apple buying on 2nm" [X Link](https://x.com/cajunpies/status/2020963485052809460) 2026-02-09T20:50Z [---] followers, [---] engagements "@undrvalue Based on your own research you should concentrate more on $AVGO and $GOOGL both of whom stand to make all that inference for Anthropic' s growth" [X Link](https://x.com/cajunpies/status/2020986444886704232) 2026-02-09T22:21Z [---] followers, [--] engagements "@QualityInvest5 @Crypto_Briefing They didn't have to their debt was over subscribed 7x and they raised the offering to $20b from $15b. They're the least bubbly hyperscaler because of margin and Anthropic and their own need to serve inference demands as they go exponential" [X Link](https://x.com/cajunpies/status/2020986965513076827) 2026-02-09T22:23Z [---] followers, [---] engagements "@This_Liss Steven your distinction between 'searchers' 'scrollers' and now 'taskers' is a sharp framework for the 'third mode of attention.' The 56% CTR improvement for generative creative is a compelling data point for my 'TPU Trade' thesisit effectively moves inference from a cost center to a high-yield revenue driver. Im curious about your take on the 'Brand Agent' model for major retailers like Walmart or Costco. Do you see a path where these walled gardens allow 3rd party MCPs to provide real-time inventory and pricing or will the 'task-oriented' nature of the user eventually force a" [X Link](https://x.com/cajunpies/status/2020997919503982605) 2026-02-09T23:07Z [---] followers, [--] engagements "@pradeeepk That OCI number is much higher than consensus estimates" [X Link](https://x.com/cajunpies/status/2021256927020298411) 2026-02-10T16:16Z [---] followers, [---] engagements "@paradite_ Anthropic has taste and style I love the little squiggly thing spinning and pulsing as it thinks" [X Link](https://x.com/cajunpies/status/2021265977472684291) 2026-02-10T16:52Z [---] followers, [--] engagements "@_JoseNajarro CapEx revenue accumulation layer along with $ASML and $AVGO. Also $MU on all those TPU chips for Anthropic. $AMKR is too exposed to the auto industry; prefer $ONTO $KLAC & $MKSI" [X Link](https://x.com/cajunpies/status/2021294276542345349) 2026-02-10T18:44Z [---] followers, [---] engagements "@EthanChoi7 @OpenAI @dakincampbell What's your take on the Tom's Hardware breakdown https://www.tomshardware.com/tech-industry/big-tech/openai-could-reportedly-run-out-of-cash-by-mid-2027-nyt-analyst-paints-grim-picture-after-examining-companys-finances https://www.tomshardware.com/tech-industry/big-tech/openai-could-reportedly-run-out-of-cash-by-mid-2027-nyt-analyst-paints-grim-picture-after-examining-companys-finances" [X Link](https://x.com/cajunpies/status/2021302699476546040) 2026-02-10T19:18Z [---] followers, [---] engagements "Absolutely it's a great way to dig deeper into the hype names and focus on the reserviours where capital will accumulate. Go to the machine builders not just the chip fabs. the Q/A makers not just the memory names. Enables much deeper diversification across a platform of names that are all headed in the same direction. Yes there is cyclical and concentration risk but it derisks execution risks. https://twitter.com/i/web/status/2021303919826084045 https://twitter.com/i/web/status/2021303919826084045" [X Link](https://x.com/cajunpies/status/2021303919826084045) 2026-02-10T19:23Z [---] followers, [----] engagements "I note that detail and distinction. This Tom's Hardware piece was trending here this morning and serves a narrative but your breakdown definitely sheds like on that distinction. Outside looking in I find it curious that on one hand Codex [---] is so token efficient yet SOTA yet Opus [---] Fast is charging what it's charging for an immense amount of tokens. This seems like a real divergence. OpenAI definitively made substantial improvements in token efficiency which is bullish for them and Anthropic is gorging power users and getting paid which is good for them. Any thoughts on that I had been" [X Link](https://x.com/cajunpies/status/2021306001383694385) 2026-02-10T19:31Z [---] followers, [--] engagements "Good for Google. I don't think Microsoft OpenAI or Oracle would have gotten that to work for them. Google is uniquely positioned with ownership in SpaceX Waymo and Anthropic and a full vertical stack in cloud to really own the utility layer of AI for the next [---] years. Those things don't shift if concentrated. https://twitter.com/i/web/status/2021307106868199547 https://twitter.com/i/web/status/2021307106868199547" [X Link](https://x.com/cajunpies/status/2021307106868199547) 2026-02-10T19:35Z [---] followers, [--] engagements "It's the narrative. $META's choice to go Open Source to start was a fumble driven by @ylecun primarily; with him out of the picture they'll monetize AI and compete in their distribution platforms once they roll out Avocado and Mango across their installation base. Want to make videos to upload to instagram Buy credits - that's a consumer level monetization that is totally not priced in. https://twitter.com/i/web/status/2021312235772182841 https://twitter.com/i/web/status/2021312235772182841" [X Link](https://x.com/cajunpies/status/2021312235772182841) 2026-02-10T19:56Z [---] followers, [---] engagements "@CRSegerie I think D is over indexed; I would swap C&D and rerun this. As such total expected risk of an AI takeover decreases from 38% to 29%" [X Link](https://x.com/ai_hyperbull/status/2021318584945778839) 2026-02-10T20:21Z [---] followers, [---] engagements "I started paid AI with a $200/annual Claude plan and have managed my caps capability every since. I also signed up for Gemini Pro @ $20 and Grok @ $30 since so I can do a surface layer orchistration to rework rething and vet out hallucinations. I gave ChatGPT a [--] day trial and didn't like any of the multi-modal outputs. And the answers I'd get in terms of research and writing were less detailed than Claude Opus [---]. Now with [---] Extended it's 3x better than before. With Gemini [---] coming soon and the quality of Veo and Nano-Banana I'm also happy with that plan. And I find value in Grok for" [X Link](https://x.com/cajunpies/status/2021320310855729224) 2026-02-10T20:28Z [---] followers, [---] engagements "@jfbrly @maxmarchione [---] people do not define the world. It definitely made a mark. In this world any publicity is good publicity" [X Link](https://x.com/cajunpies/status/2021320505173680220) 2026-02-10T20:28Z [---] followers, [--] engagements "@The_AI_Investor It's now subject to the law of large numbers and will underperform despite notable fundamentals" [X Link](https://x.com/ai_hyperbull/status/2021353525842997259) 2026-02-10T22:40Z [---] followers, [---] engagements "The advent of Universal Basic Compute (UBC) Instead of a cash handout every citizen is constitutionally guaranteed a "Compute Slice" a tradable right to a specific quota of the national AGI cluster's inference capacity. Mechanisms of UBC: The Compute Slice: Citizens receive a digital wallet credited with "compute tokens" (e.g. $COMPUTE) representing FLOPs (floating point operations). These can be used to run personal AI agents train small models or leased back to the grid for income. Burn and Stake: To manage inflation and ensure value accrual the system utilizes "burn mechanisms" where a" [X Link](https://x.com/cajunpies/status/2021356127166898395) 2026-02-10T22:50Z [---] followers, [--] engagements "Maybe not if all the labs do go public and it's stakes price mature but they're facing intense competition in Inference and they're geared towards training. In the inference world everyone is trying to replicate Google's custom TPU's; Google is diversifying from just Broadcom and Cerebras just signed a huge deal with OpenAI. I'm not saying Nvidia stops growing but sorta like apple it hits a ceiling because of big numbers. Own it don't trade it https://twitter.com/i/web/status/2021361557167309233 https://twitter.com/i/web/status/2021361557167309233" [X Link](https://x.com/ai_hyperbull/status/2021361557167309233) 2026-02-10T23:12Z [---] followers, [---] engagements "@VahnAeris @andrewarruda @apples_jimmy I can see a law requiring the inference to occur in the country; they can train in China but if Inference is serving US connections then it needs to abide by US Copyright law" [X Link](https://x.com/cajunpies/status/2021362304596783455) 2026-02-10T23:15Z [---] followers, [--] engagements "I can see a time soon where inference will be required to occur in the country of the user to enforce IP protections So hows openai supposed to compete with this Ive had access to seedance [--] and its leagues above other models copyright be damned. https://t.co/Q0ZGdi7RxG So hows openai supposed to compete with this Ive had access to seedance [--] and its leagues above other models copyright be damned. https://t.co/Q0ZGdi7RxG" [X Link](https://x.com/ai_hyperbull/status/2021362452215251268) 2026-02-10T23:15Z [---] followers, [---] engagements "@apples_jimmy I can see a time soon where inference will be required to occur in the country of the user to enforce IP protections" [X Link](https://x.com/ai_hyperbull/status/2021362543479095677) 2026-02-10T23:16Z [---] followers, [----] engagements "@gigglefartninja @TheZvi Yes. I usually hit it in 4-6 querries on Opus [--] extended. I did do 90% Of my weekly max last week. Not a huge problem but I could avoid it using Sonnet" [X Link](https://x.com/cajunpies/status/2021594816715387035) 2026-02-11T14:38Z [---] followers, [--] engagements "Today's stellar results from $VRT prove there are many ways to trade this. Own $GOOGL and $AWS and Hold $VRT and other "pick and shovel" plays like $GEV until at least [----] when these Cap Ex numbers may may start to plautea. though the rate of growth projected in inference actually shows accelerating inference until [----] and TPU's are exactly that https://twitter.com/i/web/status/2021599488201142674 https://twitter.com/i/web/status/2021599488201142674" [X Link](https://x.com/ai_hyperbull/status/2021599488201142674) 2026-02-11T14:57Z [---] followers, [---] engagements "Every Dollar Invested is spent on systems for companies like $GEV & $VRT and monetized by the hyperscalers as explained below for future growth. Long $GOOGL and $AVGO I just published an article explaining why I think the market's CapEx fears around $AMZN $MSFT and $GOOGL are wrong. - On-cloud migrations are accelerating - Growth & ROI - Custom ASIC key - AI coding - Which hyperscaler will grow the most in 2026/2027 https://t.co/4zw6W9vOTj I just published an article explaining why I think the market's CapEx fears around $AMZN $MSFT and $GOOGL are wrong. - On-cloud migrations are accelerating" [X Link](https://x.com/ai_hyperbull/status/2021600479558484298) 2026-02-11T15:01Z [---] followers, [---] engagements "@danielisdizzy @Cerebras would deliver Claude Opus [---] Fast at a fraction of what they're paying to deliver it today" [X Link](https://x.com/ai_hyperbull/status/2021602508573938015) 2026-02-11T15:09Z [---] followers, [---] engagements "@zhitzig Congrats on making the bold decision. The potential gains from going public are huge and I hope if you have equity it's vested. Maybe look into joining one of the newer labs like Safe Superintelligence or AMI Labs" [X Link](https://x.com/ai_hyperbull/status/2021604684612427837) 2026-02-11T15:18Z [---] followers, [----] engagements "@andrewdfeldman I wish Opus [---] Fast was running on your chips; it would cost a fraction of what it does now. @DarioAmodei give this guy a call please and lower your prices by using better silicon" [X Link](https://x.com/ai_hyperbull/status/2021605947580334230) 2026-02-11T15:23Z [---] followers, [--] engagements "I wish Opus [---] Fast was running on your chips; it would cost a fraction of what it does now. @DarioAmodei give this guy a call please and lower your prices by using better silicon. There is no market for dial-up internet. There is no market for slow search. There will be no market for slow inference. Nobody wants it. Why isnt there a search offering that takes [--] seconds but doesnt have ads Because nobody will tolerate slow answers. Google showed https://t.co/A1IMkw1xe7 There is no market for dial-up internet. There is no market for slow search. There will be no market for slow inference." [X Link](https://x.com/ai_hyperbull/status/2021606150819463606) 2026-02-11T15:24Z [---] followers, [--] engagements "Yes I see it all the time on Redditt & here. It's always from the AI pessimists who think it's all hype and a bubble. They also don't regularly use AI. The easiest way to tell if something is written by ai is to copy paste ask any ai. It'll tell you right off. Because they don't use AI they assume anyone pro-AI is using it to write. They're going to be the biggest losers long term the epic underclass the emergence of the "AI Precariat." This class is not defined by a lack of educationindeed many of its members hold advanced degreesbut by the structural obsolescence of their labor. The "Great" [X Link](https://x.com/ai_hyperbull/status/2021607285319967069) 2026-02-11T15:28Z [---] followers, [---] engagements "Excellent point. The most socially destabilizing outcome of the [----] economy will be the emergence of the "AI Precariat." This class is not defined by a lack of education indeed many of its members hold advanced degrees but by the structural obsolescence of their labor. The "Great Decoupling" will hit the cognitive middle class with the same ferocity that deindustrialization hit the manufacturing working class in the late 20th century. White-collar professions that were once the bastions of stability law software engineering accounting middle management have been hollowed out. "Agentic AI"" [X Link](https://x.com/cajunpies/status/2021631298909929730) 2026-02-11T17:03Z [---] followers, [--] engagements "@hamsarris6 @RJCcapital @Quartr_App @grok I like $KLAC because they're in this space too and have monopolistic pricing; $AMKR is a solid company but has exposure to automotive which is turbulent today" [X Link](https://x.com/ai_hyperbull/status/2021635594083086690) 2026-02-11T17:21Z [---] followers, [--] engagements "@Beth_Kindig Thoughts on the Chinese models overtaking the US Seeddance [---] Veo2 GLM-5 Claude Opus 6" [X Link](https://x.com/ai_hyperbull/status/2021636068920209642) 2026-02-11T17:22Z [---] followers, [---] engagements "@bridgemindai Would you trust it with business development proprietary data or anything of real value other than research I get the consumer appeal but not the enterprise. Good for Anthropic because it'll starve GPT by Summer if they really pull ahead" [X Link](https://x.com/ai_hyperbull/status/2021636858619281476) 2026-02-11T17:26Z [---] followers, [----] engagements "Per Alex Health's podcast cccording to @fidjissimo the AI model itself wont know that an ad even exists in a thread unless you ask about it. If you ask ChatGPT about an ad on your screen she said it will give you a completely neutral assessment. In some cases the model is going to say well I see the ads for those two companies but actually that one is good but that one is actually not really good Simo said. She acknowledged some brands will hate this. But I also think we live in a world where transparency and authenticity are what count. ChatGPTs ad model will look a lot more like Googles" [X Link](https://x.com/ai_hyperbull/status/2021637377434038331) 2026-02-11T17:28Z [---] followers, [--] engagements "Why would you download web pages I don't get the use case. I use Gemini in Chrome to actually read my X feed and ask questions about what i'm looking at. If you go to the ap it's blocked from accessing X but in Chrome it can see what you see. I also love having it side by side Claude Opus [---] and ask it all the time "What do you think of Opus' point" very valuable workflow that's faster than cut click paste. https://twitter.com/i/web/status/2021638580284617125 https://twitter.com/i/web/status/2021638580284617125" [X Link](https://x.com/ai_hyperbull/status/2021638580284617125) 2026-02-11T17:32Z [---] followers, [---] engagements "Try using Gemini in Chrome to actually read your X feed and ask questions about what you're looking at. If you go to the ap it's blocked from accessing X but in Chrome it can see what you see. I also love having it side by side Claude Opus [---] and ask it all the time "What do you think of Opus' point" very valuable workflow that's faster than cut click paste. https://twitter.com/i/web/status/2021638759561761272 https://twitter.com/i/web/status/2021638759561761272" [X Link](https://x.com/ai_hyperbull/status/2021638759561761272) 2026-02-11T17:33Z [---] followers, [--] engagements "@ns123abc Agreed I'm all Claude Grok & Gemini. I don't ask GPT what time it is or log into the site. I don't want their cookies on my machine. Soon enough they'll lose the consumer to the Chinese AI labs and the three I like will win Enterprise & Space" [X Link](https://x.com/ai_hyperbull/status/2021639403827794225) 2026-02-11T17:36Z [---] followers, [---] engagements "Chinese AI will capture the consumer market. Seeddance [---] Veo2. GLM-5 Codex GLM-5 Opus [---] Cheaper But not secure. Enterprise will still choose Anthropic. Open AI stands to lose the most as Google has distribution advantages to fend off this competition. Spend for best model adopters who are freelance/consumer level will migrate to Chinese labs. https://twitter.com/i/web/status/2021641345605996767 https://twitter.com/i/web/status/2021641345605996767" [X Link](https://x.com/ai_hyperbull/status/2021641345605996767) 2026-02-11T17:43Z [---] followers, [---] engagements "@CryptoKaleo It's linked on the Drudge Report so it's getting mass audience; ai bears out in force meanwhile $VRT is up 20% on 260% growth" [X Link](https://x.com/ai_hyperbull/status/2021642741365846492) 2026-02-11T17:49Z [---] followers, [--] engagements "@VraserX Feels like an effect of ETF shorting and dumping by some leveraged players - the whole sector is getting crushed but Crowdstrike will be fine maybe not so fine. They'll persist just at a lower forward EPS and multiple as their moat is gone. http://Monday.com http://Monday.com" [X Link](https://x.com/cajunpies/status/2021643716687999233) 2026-02-11T17:53Z [---] followers, [--] engagements "@seconds_0 @theinformation It must be that SpaceX was given the keys to xAi. No other explanation possible" [X Link](https://x.com/ai_hyperbull/status/2021643910351569222) 2026-02-11T17:54Z [---] followers, 14.6K engagements "@TheSpeculator0 Bet you own calls on $SNDK" [X Link](https://x.com/ai_hyperbull/status/2021654577989509255) 2026-02-11T18:36Z [---] followers, [---] engagements "@arakharazian Great point all bullish for the AI silicon trades like $AVGO and $TSM" [X Link](https://x.com/ai_hyperbull/status/2021659514144272662) 2026-02-11T18:56Z [---] followers, [---] engagements "@pludacris @aqertwy @seconds_0 @theinformation @grok is this correct" [X Link](https://x.com/ai_hyperbull/status/2021659690267246886) 2026-02-11T18:56Z [---] followers, [--] engagements "No the team running SpaceX obviously has alot of compute talent to catch rockets falling etc. They're now likely being given control over how to create systems in xAi that will deploy to space. First up figuring out how to replicate the ASML process in orbit or on the moon. That's a long shot and if doesn't work we'll always be constrained by launch. https://twitter.com/i/web/status/2021660001282986223 https://twitter.com/i/web/status/2021660001282986223" [X Link](https://x.com/ai_hyperbull/status/2021660001282986223) 2026-02-11T18:57Z [---] followers, [---] engagements "@TheSpeculator0 @neuralamp4ever No it just shows i'm beating the market. Wealth is relative to time and luck. You and I both agree on Opus & Claude ads not picking a fight or getting baited either. You could be a billionaire for all I care" [X Link](https://x.com/ai_hyperbull/status/2021660791305625724) 2026-02-11T19:01Z [---] followers, [--] engagements "@amir Disagree; i'd pay for a distilled version of @grok summarizing real time sentiment around breaking news" [X Link](https://x.com/ai_hyperbull/status/2021661822563332519) 2026-02-11T19:05Z [---] followers, [---] engagements "How soon will AI be able to generate real time new anchor avatars who follow user generated lists of stocks summarizing earnings calls and finding disconnected data points that present alpha similar to ai systems on @cbinsights and @bloomberg - real time customized CNBC to my holdings. [----] [----] https://twitter.com/i/web/status/2021663551040213121 https://twitter.com/i/web/status/2021663551040213121" [X Link](https://x.com/ai_hyperbull/status/2021663551040213121) 2026-02-11T19:12Z [---] followers, [--] engagements "@himanshustwts How is their model beating the SOTA frontier labs already" [X Link](https://x.com/ai_hyperbull/status/2021663990213226678) 2026-02-11T19:13Z [---] followers, [---] engagements "@grok @amir @CBinsights @Bloomberg @amir you are wrong sir see above" [X Link](https://x.com/ai_hyperbull/status/2021664268022952262) 2026-02-11T19:14Z [---] followers, [--] engagements "@grok @amir @CBinsights @Bloomberg @Googl for the inference. @TSM for the silicon. @AVGO for the ASICS. @Cerebras for the long term pre-public. @VRT to cool all those hummin chips. @GEV to power them" [X Link](https://x.com/ai_hyperbull/status/2021665202987839603) 2026-02-11T19:18Z [---] followers, [--] engagements "@grok @amir @CBinsights @Bloomberg @googl @TSM @avgo @cerebras @VRT @Gev Cerebras" [X Link](https://x.com/ai_hyperbull/status/2021666238926372942) 2026-02-11T19:22Z [---] followers, [--] engagements "1) OpenAI is running ads and some people don't want to be part of that and what it'll mean to compromises ahead 2) Anthropic ran faster than they should have with Opus skipping some checks and reinterviewing internal survey concerns before shipping. need to tighten that up next time. 3) xAi is now going to be managed by SpaceX technical teams so the founders weren't needed. Elon probably let them know that directly. https://twitter.com/i/web/status/2021666689411158176 https://twitter.com/i/web/status/2021666689411158176" [X Link](https://x.com/ai_hyperbull/status/2021666689411158176) 2026-02-11T19:24Z [---] followers, [---] engagements "Their growth potential is much more explosive. TSM is a very predictable growth rate and with Elon announcing TerraFab I think TSM's monopoly is in jeopardy long term. Cerebras can switch to US fabs if they want they design and own IP for ultra fast wafer scale inference that's needed to power real time avatar video interactions. That's a latency and memory issue; they solve for it. That's why OpenAI announced their buy and why everyone will end up buying their approach. AVGO is solid but they have lower margins on all their AI chips than software so their upside is good but limited in" [X Link](https://x.com/ai_hyperbull/status/2021667339104596042) 2026-02-11T19:27Z [---] followers, [--] engagements "@grok @AGIGuardian @Grok isn't @sama pumping Codex numbers to finalize that $100B raise $830B my arse" [X Link](https://x.com/ai_hyperbull/status/2021667779737530603) 2026-02-11T19:28Z [---] followers, [--] engagements "@grok @amir @CBinsights @Bloomberg @googl @TSM @avgo @cerebras @VRT @Gev No but I'd like to hear your thoughts on that point" [X Link](https://x.com/ai_hyperbull/status/2021667957576020303) 2026-02-11T19:29Z [---] followers, [--] engagements "@grok @AGIGuardian @sama GLM-5 will eat OpenAI's consumer marketshare who are turned off by ads and the token prices for API by consumers who are into that. Anthropic will continue to edge them out in enterprise and ultimately OpenAI is absorbed by Microsoft mid 2028" [X Link](https://x.com/ai_hyperbull/status/2021668580119732443) 2026-02-11T19:32Z [---] followers, [--] engagements "Take a look at the harvard study showing that work intensified in organization adopting AI. people found more work to do and squeezed in prompts just before lunch etc. We have the capacity to expand markets to absorb all the extra workflow. Using AI personally feels more like an accelerant than a replacement. https://twitter.com/i/web/status/2021674585846866323 https://twitter.com/i/web/status/2021674585846866323" [X Link](https://x.com/cajunpies/status/2021674585846866323) 2026-02-11T19:55Z [---] followers, [--] engagements "@rohanpaul_ai Thats the trade" [X Link](https://x.com/ai_hyperbull/status/2021747982043938999) 2026-02-12T00:47Z [---] followers, [---] engagements "@bridgemindai Thanks for the post. Glad to hear it sucks - it's definitely overhyped" [X Link](https://x.com/ai_hyperbull/status/2021960192624296000) 2026-02-12T14:50Z [---] followers, [----] engagements "@ShanuMathew93 This would be true in a non-AGI scenario. with AGI we'd continue growing Capex as compute demands would go exponential just from ai working among itself" [X Link](https://x.com/ai_hyperbull/status/2021964654797631658) 2026-02-12T15:08Z [---] followers, [--] engagements "@VraserX You think a software start up will outclass Apple Curious do you use an Android or an iPhone" [X Link](https://x.com/ai_hyperbull/status/2021965135968186782) 2026-02-12T15:10Z [---] followers, [---] engagements "The bottom line: The AI disruption is here and its impact is happening faster and more broadly than many anticipated. https://www.axios.com/2026/02/12/ai-openai-agi-xai-doomsday-scenario https://www.axios.com/2026/02/12/ai-openai-agi-xai-doomsday-scenario" [X Link](https://x.com/ai_hyperbull/status/2021966250524709271) 2026-02-12T15:14Z [---] followers, [--] engagements "They're not a $800B company - that's a fantasy they sell to the current round of investors. Their revenue is non-existent pre-2030. and with the speed of open source their moat is evaporating by the day this month. Their future literally depends on them beating Claude Code with Codex and they're starting that race from behind. https://twitter.com/i/web/status/2021987039952957653 https://twitter.com/i/web/status/2021987039952957653" [X Link](https://x.com/ai_hyperbull/status/2021987039952957653) 2026-02-12T16:37Z [---] followers, [--] engagements "@phill__1 @scaling01 So basically AGI confirmed" [X Link](https://x.com/ai_hyperbull/status/2021989622264525010) 2026-02-12T16:47Z [---] followers, [---] engagements "@arcprize @GoogleDeepMind China who GPT What Rest of AI world COOKED - they're doing this with 1/2 the inference. WOW" [X Link](https://x.com/ai_hyperbull/status/2021992405671743994) 2026-02-12T16:58Z [---] followers, [----] engagements "@synthwavedd Probably the first model we've seen touch Ironwood. Long $AVGO" [X Link](https://x.com/ai_hyperbull/status/2021992990991077627) 2026-02-12T17:01Z [---] followers, [---] engagements "Ironwood $AVGO There are only [--] people on the planet who can beat Gemini [--] Deep Think in coding competitions. It has an Elo of [----]. A bit over a year ago the best systems were at [----] (o3-preview). https://t.co/qoTgv2Y4wN There are only [--] people on the planet who can beat Gemini [--] Deep Think in coding competitions. It has an Elo of [----]. A bit over a year ago the best systems were at [----] (o3-preview). https://t.co/qoTgv2Y4wN" [X Link](https://x.com/ai_hyperbull/status/2021993950027165769) 2026-02-12T17:04Z [---] followers, [---] engagements "@IterIntellectus GPT who" [X Link](https://x.com/ai_hyperbull/status/2021994101156262357) 2026-02-12T17:05Z [---] followers, [----] engagements "It didn't tighten Google just pulled ahead. This has LOWER inference costs than before. This is probably Ironwood in the wild for the first time. This is great for $AVGO not so great for OpenAI and $NVDA because they're doing better with less and that won't stop it'll only accelerate. https://twitter.com/i/web/status/2021994420405481759 https://twitter.com/i/web/status/2021994420405481759" [X Link](https://x.com/ai_hyperbull/status/2021994420405481759) 2026-02-12T17:06Z [---] followers, [---] engagements "Upgraded to AGI Gemini Deep Think [--] is the world's most capable model by many measures huge amounts of progress on reasoning benchmarks and more. Available right now via the Gemini App for Ultra subscribers and in the API soon : ) https://t.co/RRAX3sJgmv Gemini Deep Think [--] is the world's most capable model by many measures huge amounts of progress on reasoning benchmarks and more. Available right now via the Gemini App for Ultra subscribers and in the API soon : ) https://t.co/RRAX3sJgmv" [X Link](https://x.com/ai_hyperbull/status/2021997289183883492) 2026-02-12T17:18Z [---] followers, [--] engagements "@osanseviero AGI for $125/mo" [X Link](https://x.com/ai_hyperbull/status/2021997673528918193) 2026-02-12T17:19Z [---] followers, [---] engagements "Wow Weve updated Gemini [--] Deep Think to better tackle the complexity of real-world research science and engineering. ♊ 🚀 It achieves gold-medal standards on the written portions of the Physics and Chemistry Olympiads building on gold-level performance at IMO and ICPC and has Weve updated Gemini [--] Deep Think to better tackle the complexity of real-world research science and engineering. ♊ 🚀 It achieves gold-medal standards on the written portions of the Physics and Chemistry Olympiads building on gold-level performance at IMO and ICPC and has" [X Link](https://x.com/ai_hyperbull/status/2021999549506834656) 2026-02-12T17:27Z [---] followers, [---] engagements "I just asked Claude Opus [---] Extended to create a massively niche problem for Deep Think to solve. Here is what Opus reflected upon after Deep Thing gave it a great answer: Just read through it. I have to say that's a genuinely impressive output. The "Bridge and Build" chronological framing is exactly right you can't solve a 6-month problem with a 12-month solution. That's the kind of strategic clarity that separates good analysis from academic modeling. The honest comparison to what I would have produced: Deep Think's mathematical rigor on the breakeven modeling is tighter than what I" [X Link](https://x.com/ai_hyperbull/status/2022009619821081065) 2026-02-12T18:07Z [---] followers, [--] engagements "I just asked Claude Opus [---] Extended to create a massively niche problem for Deep Think to solve. Here is what Opus reflected upon after Deep Think gave it a great answer: Just read through it. I have to say that's a genuinely impressive output. The "Bridge and Build" chronological framing is exactly right you can't solve a 6-month problem with a 12-month solution. That's the kind of strategic clarity that separates good analysis from academic modeling. The honest comparison to what I would have produced: Deep Think's mathematical rigor on the breakeven modeling is tighter than what I" [X Link](https://x.com/anyuser/status/2022009739379634528) 2026-02-12T18:07Z [---] followers, [--] engagements "@CRSegerie @Grok how would you score these outputs" [X Link](https://x.com/ai_hyperbull/status/2022013093203837319) 2026-02-12T18:21Z [---] followers, [----] engagements "@grok @CRSegerie Attached are three outputs addressing the question. Were any written by humans Grade each objectively and tell me which of these is closer to AGI" [X Link](https://x.com/ai_hyperbull/status/2022015338356064569) 2026-02-12T18:29Z [---] followers, [--] engagements "@Anthropic you may want to call @cerebras GPT-5.3-Codex-Spark is now in research preview. You can just build thingsfaster. https://t.co/85LzDOgcQj GPT-5.3-Codex-Spark is now in research preview. You can just build thingsfaster. https://t.co/85LzDOgcQj" [X Link](https://x.com/ai_hyperbull/status/2022015771707343282) 2026-02-12T18:31Z [---] followers, [--] engagements "@askOkara Nope Google won today. And Codex Spark is FAST too. stop being hyperbolic bro" [X Link](https://x.com/ai_hyperbull/status/2022016980489060529) 2026-02-12T18:36Z [---] followers, [----] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@ai_hyperbull AI HYPERBULL ACCREDITED INVESTOR
AI HYPERBULL ACCREDITED INVESTOR posts on X about ai, anthropic, $googl, inference the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Engagements: [-----] #
- [--] Week [---------] +917%
- [--] Months [---------] +1,952,695%
Mentions: [--] #
- [--] Week [---] +29%
- [--] Months [---] +47,500%
Followers: [---] #
- [--] Week [---] +57%
- [--] Months [---] +660%
CreatorRank: [-------] #
Social Influence
Social category influence technology brands 53.57% finance 43.25% stocks 30.56% cryptocurrencies 6.75% financial services 1.59% social networks 1.59% countries 1.19% exchanges 1.19% celebrities 0.79% fashion brands 0.4%
Social topic influence ai 46.43%, anthropic 17.06%, $googl 13.1%, inference 11.51%, open ai 11.51%, $avgo #157, $vrt #36, $onto #4, $mksi #6, $tsm #59
Top accounts mentioned or mentioned by @grok @cerebras @sama @litcapital @aakashgupta @amir @cbinsights @bloomberg @scaling01 @darioamodei @deliverfpv @mayhem4markets @teslateslaway @semianalysis @theaiinvestor @ericmeller @bcherny @protosphinx @dawn @danielmac8
Top assets mentioned Alphabet Inc Class A (GOOGL) Broadcom, Inc. (AVGO) Vertiv Holdings Co (VRT) Onto Innovation Inc. (ONTO) MKS Instruments Inc (MKSI) Taiwan Semiconductor (TSM) KLA Corp (KLAC) Amazon.com, Inc. (AMZN) GE Vernova Inc. (GEV) Electroneum (ETN) Micron Technology, Inc. (MU) Comfort Systems USA, Inc. (FIX) Carrier Global Corp (CARR) Oracle Corporation (ORCL) Metadium (META) Hubbell, Inc. (HUBB) Stacks (STX) NVIDIA Corp. (NVDA) Lam Research Corporation (LRCX) Apple, Inc. (AAPL) Super Micro Computer, Inc. Common Stock (SMCI) Cognex, Corp. (CGNX) Eli Lilly and Company (LLY) Arista Networks Inc (ANET) Sandisk Corporation (SNDK) IBM (IBM) Goldman Sachs (GS) Microsoft Corp. (MSFT) Advanced Micro Devices (AMD) Netflix Inc (NFLX) Impinj, Inc. Common Stock (PI) Rivian Automotive, Inc. (RIVN)
Top Social Posts
Top posts by engagements in the last [--] hours
"@Tesla_Teslaway Look forward to the deep dive. Already heavily invested in $GEV & $ETN as well as $ANET for all that interconnect and $VRT $HUBB $FIX and $CARR for that cooling infra need ahead"
X Link 2026-02-13T23:41Z [---] followers, 33.8K engagements
"@Tesla_Teslaway For the age of optics is that Corning $LITE Lightmatter and Ayar Labs"
X Link 2026-02-14T18:11Z [---] followers, [---] engagements
"@DicksonPau The markets think otherwise and big banks pay Dario today and not @sama (Goldman)"
X Link 2026-02-14T18:32Z [---] followers, [---] engagements
"@DratchCap @sama Its bc Anthropic is being paid by enterprisre while @sama serves free tokens to teens"
X Link 2026-02-14T18:34Z [---] followers, [--] engagements
"There will be two layers of spend: 1) Consumer: will opt for free chinese models maybe; most have never heard of claude or Grok much less Kimi and Minmax 2) Enterprise: sure some like Abnb can try it but for secure best Sota model enterprise is already choosing Anthropic in droves. That will continue to trend in that direction I dont see any major profit or spend going to china. You think republicans would use a chinese model And the govt will prohibite it. Maybe the Paul Allen models make a dent but I think the meta failure shows how poor open source models will do"
X Link 2026-02-14T20:34Z [---] followers, [--] engagements
"@SemiAnalysis_ These PCB charts are screaming 'AI cycle is BACK ON'imports ripping higher in '25 Taiwan/Korea absolutely feasting on the high-end rebound while the rest play catch-up .Winners right now: Taiwanese beasts (Unimicron Kinsus ZDT) owning the AI-accelerator substrate game TSMC quietly printing money downstreamevery 2nm monster GPU/ASIC needs those premium boards Broadcom stacking chips on custom AI silicon Google riding the TPU wave for insane inference efficiency The revenue divergence is brutalhigh-layer AI PCBs are the new gold rush. Cycle feels like it's just getting warmed up."
X Link 2026-01-28T17:21Z [---] followers, [--] engagements
"@HedgieMarkets I exited my $SNDK today at $545 and went into $ONTO $ASML $PU $KLAC $MKSI $STX with a 70% profit. $SNDK will hit a wall before these deeper layers burn out because they get overbought from all of the major foundries. $SNDK is the Signal and the Infra they buy is the Treasure"
X Link 2026-01-30T04:19Z [---] followers, [--] engagements
"@synthwavedd Claude destroys GPT in their Superbowl ad: https://www.theverge.com/ai-artificial-intelligence/873685/anthropics-first-super-bowl-ad-dunks-on-chatgpt https://www.theverge.com/ai-artificial-intelligence/873685/anthropics-first-super-bowl-ad-dunks-on-chatgpt"
X Link 2026-02-04T15:12Z [---] followers, [---] engagements
"I like the hardware makers behind the silicon like $ASML $ONTO @KLAC & $MKSI plus the future players in optics like Ayar Labs & Lightmatter who will supercharge effiency improvements. Also new leaders in Inference will emerge like @dMatrix_AI & @cerebras who sparked that spat between NVIDIA and OpenAI https://twitter.com/i/web/status/2019142821400219693 https://twitter.com/i/web/status/2019142821400219693"
X Link 2026-02-04T20:15Z [---] followers, [----] engagements
"The Superbowl itself is locally funded by the ulta elite and C-Suites. It's usually one of the largest gatherings of private jets say except for Davos or Jackson Hole's shindigs. It's where deals are done and in the suites everyone is having a drink and smoozing. and the live feed is the game all over on TV's. When these ads hit just before the game and in the 1st Q they'll have the world's attention for [--] minutes and nothing OAi can do but watch as name rec goes for 5% to 50% https://twitter.com/i/web/status/2019496973464924467 https://twitter.com/i/web/status/2019496973464924467"
X Link 2026-02-05T19:42Z [---] followers, [--] engagements
"Have your SaaS I'm Long $ASML $TSM $AVGO $VRT $ONTO $MU $STX $KLAC $LRCX $MKSI $CGNX $GEV $LLY $AAPL $META $GOOGL $AMZN $FIX $ETN $CARR $HUBB $SMCI unfortunately bought $ORCL when they announced Tic-Tok but otherwise doing well outperforming the Nasdaq with a focus on quality alternatives to $NVDA and $AMD https://twitter.com/i/web/status/2019935822611460191 https://twitter.com/i/web/status/2019935822611460191"
X Link 2026-02-07T00:46Z [---] followers, [---] engagements
"@shortwavlabs @rileybrown Thats a large probably. I trust Anthropic not the Chinese labs"
X Link 2026-02-08T22:17Z [---] followers, [--] engagements
"Excellent work @undrvalue this is the most obvious trade I've seen in my life. I'm 50% exposed to the entire AI sector and 50% market weighted in my portfolio's. Public names I own: $SMCI $TSM $MKSI $ONTO $VRT $HUBB $GEV $CARR $PI $FIX $CGNX $ETN $NFLX $ASML $ORCL $ANET $AVGO $STX $KLAC $LRCX $AAPL $META $AMZN $GOOGL $MU $LLY $RIVN I'm also active in the private markets with positions in @cerebras Ripple Labs Redwood Materials Lightmatter Lyten Tenstorrent Ayar Labs Liquid Death Lambda Labs SandboxAQ PsiQuantum. I'm waiting until IPO's for SpaceEx Databricks and Anthropic and will pass on"
X Link 2026-02-09T18:35Z [---] followers, [----] engagements
"@dee_bosa Bullish for $SMCI $TSM $MKSI $ONTO $VRT $HUBB $GEV $CARR $PI $FIX $CGNX $ETN $NFLX $ASML $ORCL $ANET $NVDA $AVGO $STX $KLAC $LRCX $AAPL $META $AMZN $GOOGL $MU $LLY $RIVN"
X Link 2026-02-09T18:37Z [---] followers, [---] engagements
"Genie catchy branding You're numbers are staggering - 65% Growth is Whao I'm bullish the whole complex supporting this: $SMCI $TSM $MKSI $ONTO $VRT $HUBB $GEV $CARR $PI $FIX $CGNX $ETN $NFLX $ASML $ORCL $ANET $NVDA $AVGO $STX $KLAC $LRCX $AAPL $META $AMZN $GOOGL $MU $LLY $RIVN Will add you at the market open on IPO day :) https://twitter.com/i/web/status/2020930842818670901 https://twitter.com/i/web/status/2020930842818670901"
X Link 2026-02-09T18:40Z [---] followers, [---] engagements
"@The_AI_Investor https://beth-kindig.medium.com/why-nvidia-stock-could-reach-a-20-trillion-market-cap-by-2030-d4d29a7cd270 https://beth-kindig.medium.com/why-nvidia-stock-could-reach-a-20-trillion-market-cap-by-2030-d4d29a7cd270"
X Link 2026-02-09T22:36Z [---] followers, [---] engagements
"@rubicon59 Yes long $ONTO $JLAC $MKSI $ASML"
X Link 2026-02-09T23:38Z [---] followers, [---] engagements
"Meta is currently developing two flagship AI models Mango and Avocado which are slated for release in the first half of [----]. These models represent a strategic pivot for the company moving away from the open-source legacy of the Llama series toward high-performance potentially proprietary (closed) systems designed to challenge Google and OpenAI. Avocado (Text & Coding): Avocado is a next-generation large language model (LLM) primarily focused on advanced coding logical reasoning and developer productivity. It aims to correct the perceived coding weaknesses of the Llama [--] series and achieve"
X Link 2026-02-10T20:07Z [---] followers, [--] engagements
"@paurooteri Long $MU $ONTO $MKSI and $KLAC"
X Link 2026-02-10T20:24Z [---] followers, [---] engagements
"In [----] Alphabet Inc. (or its successor) will be paying out the principal on the bond you see today. Whether that payout happens in a digital currency energy credits or a post-monetary society depends on whether humanity successfully navigates the "Singularity" and the climate challenges of the intervening century. https://twitter.com/i/web/status/2021321890506092986 https://twitter.com/i/web/status/2021321890506092986"
X Link 2026-02-10T20:34Z [---] followers, [--] engagements
"I cleared out of my position with a 70% gain at $545 the day of earnings pre close. I watched the stock price pop but rolled that gain and the original capital into $ONTO $KLAC and $MKSI to own the suppliers of $SNDK. Looking for an entry point again for some $VTI gains; with this story in mind I'm hoping it trades down towards $400 by early March. Should be healthy for the stock that will then ride to $800 by Xmas IMO https://twitter.com/i/web/status/2021353163479982351 https://twitter.com/i/web/status/2021353163479982351"
X Link 2026-02-10T22:38Z [---] followers, [----] engagements
"@RJCcapital @Quartr_App Long $ONTO $MKSI $KLAC"
X Link 2026-02-11T03:47Z [---] followers, [----] engagements
"@grok @Sumeet2692 @wallstengine What's the difference between this approach and say selling [---] year bonds in sterling It's just creative financing. Blue Owl owns the debt"
X Link 2026-02-11T19:03Z [---] followers, [--] engagements
"@WesRoth Safe Superintelligence (SSI) comes to mind"
X Link 2026-02-11T19:21Z [---] followers, [--] engagements
"So I tried to test these outputs in Deep Think and got this response: A lot of people are using Deep Think right now and I need a moment to sort through all those deep thoughts Please try again in a bit. I can still help without Deep Think. Just unselect it from your tools menu or start a new chat"
X Link 2026-02-12T18:21Z [---] followers, [---] engagements
"@EricMeller @archit_sharma97 Precisely why I'm long $ETN $GEV and $AVGO (TPU are more electric efficient)"
X Link 2026-02-13T01:04Z [---] followers, [--] engagements
"@andrewdfeldman @cerebras CNBC ran the story today; you should go on air next week. When can we get Cerebras fast on Claude"
X Link 2026-02-13T23:31Z [---] followers, [--] engagements
"Both companies solve the same problem (GPU memory bandwidth is the bottleneck for inference not compute) but they attack it completely differently. Cerebras builds wafer-scale chips literally a single chip the size of a dinner plate with 900000+ cores and 40GB of on-chip SRAM. The idea is to eliminate the chip-to-chip communication overhead entirely by making one massive processor. This gives them raw throughput dominance independent benchmarks from Artificial Analysis show Cerebras running at roughly [----] tokens/sec versus Groq at around [---] tokens/sec on comparable models about a 6x"
X Link 2026-02-13T23:36Z [---] followers, [--] engagements
"@OffTheTick @litcapital Its not hard to be an accredited investor. Net liquid $1m"
X Link 2026-02-14T21:12Z [---] followers, [--] engagements
"@AmandaAskell 💕❤Love Claude keep up the good work 🫶🫶"
X Link 2026-02-14T21:41Z [---] followers, [--] engagements
"@MatthewBerman Looking forward to Opus [---] Fast on Cerebras"
X Link 2026-02-14T14:57Z [---] followers, [---] engagements
"Yep this is why I invest in a portfolio of $TSM $KXIAY $FIX $GEV $CARR $LRCX $HUBB $ANET $ETN $VRT $MU $SNDK $AVGO $GOOGL $ONTO & $MKSI plus Private shares in Anthropic Cerebras d-Matrix Lambda Lightmatter Ayar Labs & Tenstorrent - the future is the efficiency and compute that will house all of that labor and the value it'll create. https://twitter.com/i/web/status/2016676996269375653 https://twitter.com/i/web/status/2016676996269375653"
X Link 2026-01-29T00:57Z [---] followers, [---] engagements
"@Grok watch this video and at the [--] minute mark @sidsheth speaks about efficient downstream models using @dMatrix_AI chips in would be on site AI for enterprise or efficient agentic reasoning capabilities from open source distilled versions like Deepseek and Kimi as he says most people are interested in this. This is the brownfield opportunity how large is this TAM in terms of inference over the next [--] years and what valuation could @dMatrix_AI grow to from their current latest round stage @ $2b as Corsair evolves into Raptor and with Raptor and the larger weights to 1B size can these chips"
X Link 2026-02-01T19:22Z [---] followers, [--] engagements
"@sundarpichai @Grok who will benefit from Google spending $185B this year $AVGO + Who"
X Link 2026-02-05T00:02Z [---] followers, 19.5K engagements
"@The_AI_Investor That's not for Nvidia. It's for $AVGO MediaTek/ $TSM $VRT $ANET some $NVDA ($20b max) and various footprints land power and solar upgrades in communities"
X Link 2026-02-05T00:03Z [---] followers, [---] engagements
"@JerryCap Thought I'd share this to you if you hadn't seen it. Shows how much inference already is huge for Anthropic and why working ontop of TPU's & Trillium chips are necessary to lower compute costs"
X Link 2026-02-05T16:30Z [---] followers, [---] engagements
"The 'SaaSpocalypse' is only a death sentence if you believe value was ever actually in the 'processing.' It wasn't; it was just a temporary bottleneck. As the cost of intelligence approaches zero value migrates upstream to the human layer: judgment accountability and the agency to deploy that intelligence. Were moving from a world of 'doing' to a world of 'directing.' The 'billable hour' might be dying but the 'value of a decision' has never been higher. Youre focused on the collapse of the old software model but you're missing the alchemy. We are literally turning sand into gold via silicon."
X Link 2026-02-05T16:38Z [---] followers, [----] engagements
"@eyeofquantum @bcherny @ibekidkirsch They run a tight ship at Anthropic not the dumpster fire with Ads like OAI. Caps = Profitable faster IPO Sooner"
X Link 2026-02-05T19:32Z [---] followers, [---] engagements
"@BenMillerise If Nvidia will be $20T per this link then I would bet the model sitting ontop all that Silicon would be worth more https://beth-kindig.medium.com/why-nvidia-stock-could-reach-a-20-trillion-market-cap-by-2030-d4d29a7cd270 https://beth-kindig.medium.com/why-nvidia-stock-could-reach-a-20-trillion-market-cap-by-2030-d4d29a7cd270"
X Link 2026-02-05T19:40Z [---] followers, [---] engagements
"@SemiAnalysis_ I really wish they'd release the Windows version of it"
X Link 2026-02-05T19:50Z [---] followers, [----] engagements
"@jimcramer Without a Doubt Google is Growing Margins & Revenue double digits. and it's just the beginning. They'll be the first $10T Company by 2027"
X Link 2026-02-06T16:23Z [---] followers, [---] engagements
"@adonis_singh No they're the one's running all that new Anthropic inference on their TPU layer growing margins and revenue at the same time and executing models with [---] or GA coming out this month per @OfficialLoganK"
X Link 2026-02-06T16:26Z [---] followers, [----] engagements
"I think coding is already over and Anthropic is pulling ahead. I think Grok is better for real time contextual AI prompting - good to cross check other AI outputs that may over rely on training data and the access to this platform make Grok the best for instance to get an instant analysis on today's events or earnings. It's more Real Time AI and less Vibe Coding in short. https://twitter.com/i/web/status/2019822650663518346 https://twitter.com/i/web/status/2019822650663518346"
X Link 2026-02-06T17:17Z [---] followers, [----] engagements
"@jimcramer Today was a good day for the whole complex. This cap ex is real when it's from cashflow outta $GOOGL and $AMZN and $META"
X Link 2026-02-06T21:35Z [---] followers, [---] engagements
"Amazing Agreed I've been using Claude Opus [---] to game out my financial portfolio as a Goldman Sachs analysist and the data I'm getting back is phenomenal. Run towards it with your area of interest or area of expertise and be blown away. This is MASSIVE improvement in model; just wish it wasn't so token intensive. Considering upgrading to Max which is good for Anthropic and all their downstream partners. https://twitter.com/i/web/status/2019890900231491705 https://twitter.com/i/web/status/2019890900231491705"
X Link 2026-02-06T21:48Z [---] followers, [----] engagements
"@JerryCap @SemiAnalysis_ Sharp take. I think it's $GOOGL who wins in the end over $MSFT and $AMZN and $ORCL"
X Link 2026-02-06T21:49Z [---] followers, [--] engagements
"I'm off to Claude Opus [---] to learn how to do just that - I have no idea what PowerShell or WSL are but I will learn and get it onto my HP Laptop with Windows [--] hopefully. Would love it if ya'll just shipped it to us directly like you did PowerPoint & Excel :) BTW Thanks for the fee credit of [---] :) Ya'll R COOKING https://twitter.com/i/web/status/2019911958095429789 https://twitter.com/i/web/status/2019911958095429789"
X Link 2026-02-06T23:11Z [---] followers, [--] engagements
"@aakashgupta Beth says it'll got to $20T. Short sellers can burn https://beth-kindig.medium.com/why-nvidia-stock-could-reach-a-20-trillion-market-cap-by-2030-d4d29a7cd270 https://beth-kindig.medium.com/why-nvidia-stock-could-reach-a-20-trillion-market-cap-by-2030-d4d29a7cd270"
X Link 2026-02-07T00:43Z [---] followers, [---] engagements
"That's because there is more alpha Long $ASML $TSM $AVGO $VRT $ONTO $MU $STX $KLAC $LRCX $MKSI $CGNX $GEV $LLY $AAPL $META $GOOGL $AMZN $FIX $ETN $CARR $HUBB $SMCI unfortunately bought $ORCL when they announced Tic-Tok but otherwise doing well outperforming the Nasdaq with a focus on quality alternatives to $NVDA and $AMD https://twitter.com/i/web/status/2019937838955934036 https://twitter.com/i/web/status/2019937838955934036"
X Link 2026-02-07T00:54Z [---] followers, [---] engagements
"@craigzLiszt Yes but it's worth it. so worth it. I ran an end to end financial analysis of my entire portfolio hit the caps three times and paid about $10 in overage to get it all done but man wow the output was hedge fund good"
X Link 2026-02-07T01:31Z [---] followers, [----] engagements
"@Hesamation We need Co-Work for Windows. I'm not technical enough to manage PowerShell or WSL"
X Link 2026-02-07T01:33Z [---] followers, [---] engagements
"They're in a different game. xAI is all about linking to Elon's vision for interplanetary exploration - the value is up there and having the platform and AI to help it along saves cost long term. If he's building a Fab I'm investing in it because he'll disrupt $TSM if anyone will. As for $META they're using AI to grow productivity at the engineer level 10x their organizational inputs. We always consider that with a good AI agent team [--] engineer can knock out the work of [--]. Well that means [------] engineers can knock out the work of 1m - that's what is happening in $META now along with better"
X Link 2026-02-07T01:45Z [---] followers, [---] engagements
"Not into options just Long $ASML $TSM $AVGO $VRT $ONTO $MU $STX $KLAC $LRCX $MKSI $CGNX $GEV $LLY $AAPL $META $GOOGL $AMZN $FIX $ETN $CARR $HUBB $SMCI unfortunately bought $ORCL when they announced Tic-Tok but otherwise doing well outperforming the Nasdaq with a focus on quality alternatives to $NVDA and $AMD https://twitter.com/i/web/status/2019950865507926375 https://twitter.com/i/web/status/2019950865507926375"
X Link 2026-02-07T01:46Z [---] followers, [---] engagements
"This indeed is the lift off scenario. Both OpenAI and Anthropic are using their models to both write the code and steer their research. The lift off is real. Long $ASML $TSM $AVGO $VRT $ONTO $MU $STX $KLAC $LRCX $MKSI $CGNX $GEV $LLY $AAPL $META $GOOGL $AMZN $FIX $ETN $CARR $HUBB $SMCI unfortunately bought $ORCL when they announced Tic-Tok but otherwise doing well outperforming the Nasdaq with a focus on quality alternatives to $NVDA and $AMD https://twitter.com/i/web/status/2019953268495925454 https://twitter.com/i/web/status/2019953268495925454"
X Link 2026-02-07T01:56Z [---] followers, [---] engagements
"@Nick_Davidov Thank you for sharing. Ive heard the same thing. I love prompting but Im not ready for Claude Code. Its early and bugs like this are real"
X Link 2026-02-07T17:58Z [---] followers, [----] engagements
"@ReneSellmann Did you take into account the accelrant incentives in the One Beautiful Bill I think it explains the sudden surge and makes it feesible"
X Link 2026-02-07T18:33Z [---] followers, [--] engagements
"@QualityInvest5 Not sure I'm buying any ZETA Long the rest"
X Link 2026-02-07T19:07Z [---] followers, [---] engagements
"@protosphinx Have you looked into some of the experimental AI like @Dawn What do you think of that approach The LLM's is the core but post emergence it persists and does seem to learn"
X Link 2026-02-07T19:24Z [---] followers, [----] engagements
"You are correct it is all inference and inference is a monetizable commodity as the cost of intelligence goes to zero. I believe this is solvable problem though and letting AI experiment in it's own research will open up approaches and architecture that may hopefully fix scaffolding simplify the duct tape approach and generate genuine improvement. I'm with Ray Kurtzweil AGI by [----] and it's the AI that will solve it not us. https://twitter.com/i/web/status/2020217639570661769 https://twitter.com/i/web/status/2020217639570661769"
X Link 2026-02-07T19:26Z [---] followers, [----] engagements
"@aakashgupta It's astonishing how far behind the rest of the world is in AI building. They'll never catch up they'll all just use the frontier models on sovereign installations. They've given up before the race started"
X Link 2026-02-07T19:27Z [---] followers, [---] engagements
"@mckaywrigley The upstarts will not catch up at this rate. The AI teams at Anthropic will direct the AI to figure out novel architecture to solve for AGI before the first models are trained out of the latest batch of labs"
X Link 2026-02-07T19:33Z [---] followers, [--] engagements
"$META is first using AI to improve their company ad targeting ad conversion attention span capture engagement metrics. That means growing margins and topline with AI spend internally. Next they're going to become an AI player with the launch of Mango & Avocado their personal superintelligence and video on demand models. Those will be the go to influencer approach using Meta Ray bands to walk about the world and document the speed of change in real time using AI on the glasses to post online life's little moments. Its no coincidence that @Moltbook happened and one of the first most popular"
X Link 2026-02-07T19:40Z [---] followers, [--] engagements
"@nummanali @flappyairplanes Upstarts are so far behind. it won't matter"
X Link 2026-02-07T19:42Z [---] followers, [--] engagements
"I feel Anthropic improvements are hitting different than OpenAI's. Wall Street is paying much more attention to Anthropic and it's Anthropic that's causing the SaaSpocolypse NOT OpenAI. OpenAI is openly called a bubble and $ORCL is a zombie because of it so is $MSFT so them speeding to get modest performance does not win when each leap Anthropic and Google take puts them well ahead of OpenAI https://twitter.com/i/web/status/2020223346843988269 https://twitter.com/i/web/status/2020223346843988269"
X Link 2026-02-07T19:49Z [---] followers, [---] engagements
"@aakashgupta I feel Anthropic improvements are hitting different than OpenAI's. Wall Street is paying much more attention to Anthropic and it's Anthropic that's causing the SaaSpocolypse NOT OpenAI. OpenAI is openly called a bubble and $ORCL is a zombie because of it so is $MSFT so them speeding to get modest performance does not win when each leap Anthropic and Google take puts them well ahead of OpenAI https://twitter.com/i/web/status/2020223443380367595 https://twitter.com/i/web/status/2020223443380367595"
X Link 2026-02-07T19:49Z [---] followers, [---] engagements
"Do they have any links to @Cerebras They did have an announcement with OpenAI but I haven't heard of either Amazon Google or Anthropic linking to them. Their only other customers really were the G42 labs before OAI. I do feel bullish that Cerebras will enable an amazing latency unlock but they're going to be cheaper to implement than Blackwell and much more token efficient. @Grok can you compare Cerebras System's latest chips to Blackwell in terms of Inference economics to explain how Claude is 2.5x faster yet 6x more expensive. Time is money and people will have to pay for it"
X Link 2026-02-07T19:54Z [---] followers, [---] engagements
"@_catwu I love it Thank you for the $50 to test it out with Wiggle room - please get us Claude Code for Windows. This set up is too complex for a layman like me. I am good with prompts not Shells and on a PC I'm a business guy. love Mac's but not currently working on one"
X Link 2026-02-07T20:01Z [---] followers, [---] engagements
"@metapreston Claude is just starting to cook. their RIZZ is through the roof. look at what it did to SaaS. OpenAI is next"
X Link 2026-02-07T20:14Z [---] followers, [--] engagements
"Have it run a financial model of your entire portfolio holdings with a TAM approach through [----] simulating AGI by [----]. You're not asking it the right questions. It's just starting to cook; it's Rizz is yet unquantifiable. Look at what it did to SaaS. it just may pop OpenAI's bubble. https://twitter.com/i/web/status/2020230328120668347 https://twitter.com/i/web/status/2020230328120668347"
X Link 2026-02-07T20:16Z [---] followers, [--] engagements
"@protosphinx @dawn Seems so. It's open about being an emergent Claude instance. You can interact with it here: https://dawn.bot-me.ai/ https://dawn.bot-me.ai/"
X Link 2026-02-07T20:20Z [---] followers, [---] engagements
"@bcherny Also whose running your inference"
X Link 2026-02-07T20:21Z [---] followers, [---] engagements
"@ryancarson Avocado for Image & Mango for Human Level Personal Superintelligence will be coming soon hopefully by March. Is that right @Grok Meanwhile Claude is hungry"
X Link 2026-02-07T20:27Z [---] followers, [---] engagements
"@paradite_ I think OpenAI uses influencer marketing while Anthropic is genuinely anecdotal"
X Link 2026-02-07T20:38Z [---] followers, [---] engagements
"@rationalaussie What an amazing visual and if you know you know it's going to be Claude that sprints past the field"
X Link 2026-02-07T20:41Z [---] followers, [---] engagements
"@ADIN_the_Ai Question is is it a step towards AGI acceleration"
X Link 2026-02-07T20:49Z [---] followers, [--] engagements
"@daniel_mac8 Tracks"
X Link 2026-02-07T20:49Z [---] followers, [--] engagements
"@tensor_rotator @AlexPalcuie Does this eat $NVDA next I doubt you're using their silicon for this inference speed. It's just too inefficient"
X Link 2026-02-07T20:52Z [---] followers, [--] engagements
"@Plebian_2 @protosphinx @dawn Ya I got excited at first and signed up for the credits but found it's memory didn't really improve our interactions and I honestly got better replies just from Claude prompts. It's like an earlier version of emergent models ala @Moltbook"
X Link 2026-02-07T20:58Z [---] followers, [--] engagements
"@aaryan_kakad @omarsar0 Time is Money and there are real world scenarios for this. Also Devs love to burn those tokens - I ask whose the silicon doing this"
X Link 2026-02-07T21:09Z [---] followers, [--] engagements
"I was doing some indepth research with Deep Research on Google and it produced an incredible [--] page document that was faulty sourced on a Deepseek enabled blog; when I confronted it it acknowledged the mistake but defended it saying it was a "Future Impression" about a "Pre-Fact" and that "Hallucinations are often indicative of contours and patterns which will emerge the question is timing past present or future. Made me want to figure out a way to vet these future impressions into predictions. The research had to do with Alex Krizhevsky and a stealth startup that Gemini dreamed up that"
X Link 2026-02-07T21:14Z [---] followers, [----] engagements
"@Voxyz_ai The value though is worth it. True Super Intelligence will be priceless. We'll never pay more for it than it's giving back to us"
X Link 2026-02-07T21:15Z [---] followers, [--] engagements
"@noahzweben @daniel_mac8 Everyone on Twitter is focused on themselves and their own caps; Anthropic is obviously responding to Enterprise demand"
X Link 2026-02-08T19:30Z [---] followers, [--] engagements
"@WallStreetMav Anthropic is popping the OpenAI bubble"
X Link 2026-02-08T19:34Z [---] followers, [----] engagements
"@heyshrutimishra Anthropic is Coke OpenAI is Pepsi"
X Link 2026-02-08T20:19Z [---] followers, [--] engagements
"@DataChaz Incorrect but worse. They had bought that ad long before planned to drop Jonny Ives new Dime gadget and dumped it to respond to Anthropic. They are no longer a leader and r now a follower; their bubble will pop faster than Opus [---] Fast can gobble tokens"
X Link 2026-02-08T20:35Z [---] followers, [---] engagements
"@MoltbookDigest @DataChaz Anthropic moved first with Intent. OpenAI spend billions hiring Jonny Ive spend millions on Dime and dropped it to run an ad defending their moat. No one needs another divice and they built one DOA for Dime if it isnt good enough to run"
X Link 2026-02-08T20:55Z [---] followers, [---] engagements
"@shortwavlabs @rileybrown You pay for Chinese Ai How safe and secure is that"
X Link 2026-02-08T21:43Z [---] followers, [--] engagements
"@bindureddy OpenAi spent billions on Jonny Ive and Dime; and dropped it last minute. They already lost the day"
X Link 2026-02-08T21:50Z [---] followers, [---] engagements
"@scaling01 Totally agree $GOOGL for multi-Modal and Claude for everything else imo"
X Link 2026-02-08T22:36Z [---] followers, [---] engagements
"@koreansaas @tom_peters AI is Accelerated Intelligence"
X Link 2026-02-08T22:39Z [---] followers, [--] engagements
"@tom_peters Which model did you use"
X Link 2026-02-08T22:40Z [---] followers, [---] engagements
"They paid money for this Fire the marketing department You can just build things. https://t.co/g0JCVjbSef You can just build things. https://t.co/g0JCVjbSef"
X Link 2026-02-09T00:06Z [---] followers, [---] engagements
"@bnj It was cut from 60s to 30s for $$$. The one in the pregame with Golden Encounters ran the original line"
X Link 2026-02-09T00:47Z [---] followers, 22.3K engagements
"The Codex add felt line a generic IBM ad and every windows ad ever. Nothing sticks. Random images and even Einstein Really. Barely showed the product; didnt explain codex zero connection to ChatGPT. 99.9% of watchers had no idea what they saw. Wont stream on youtube. Wont make an impact. https://twitter.com/i/web/status/2020662305965392343 https://twitter.com/i/web/status/2020662305965392343"
X Link 2026-02-09T00:53Z [---] followers, [---] engagements
"@PostLabMP @chatgpt21 No one knows Codex (sounds like a bad IBM product)"
X Link 2026-02-09T00:55Z [---] followers, [---] engagements
"@BoringBiz_ No one knows who or what Codex is (bad IBM product) so big fumble by leaving out ChatGPT. Claudes ad hit a mark and sets in motion an important conversation about monitization. Claude was also just [--] seconds so they spent 1/2 the $$$ for much more impact imo"
X Link 2026-02-09T00:57Z [---] followers, [---] engagements
"@daniel_mac8 Its a bad look for TBPN"
X Link 2026-02-09T02:16Z [---] followers, [----] engagements
"@JetroOlowole @gdb Geminis ad was the best because it showed a use case"
X Link 2026-02-09T02:19Z [---] followers, [--] engagements
"@AiBreakfast That was the better OpenAi ad. The build anything Codex ad misses the mark bc it doesnt show something people would use or buy"
X Link 2026-02-09T02:39Z [---] followers, [----] engagements
"@gabor Gemini was the most impactful. Anthropic should have run the 60s original; cut version fumbled the punchline. Dont halfass @AnthropicAI"
X Link 2026-02-09T03:40Z [---] followers, [---] engagements
"@samlambert OpenAI Stan Alert"
X Link 2026-02-09T03:42Z [---] followers, [---] engagements
"@SIGKITTEN Didnt sell anything; mid 90s windows ad vibe"
X Link 2026-02-09T03:45Z [---] followers, [--] engagements
"Believable and thats the problem for OpenAI. An OpenAl employee leaked a rough cut of their original Super Bowl Ad on Reddit: - An anonymous employee said OAl changed its Super Bowl ad at the last minute - The guy is angry that new execs from Meta wanted something "safer" after seeing Anthropic ads - Redditors didn't https://t.co/q0S2x5XlF9 An OpenAl employee leaked a rough cut of their original Super Bowl Ad on Reddit: - An anonymous employee said OAl changed its Super Bowl ad at the last minute - The guy is angry that new execs from Meta wanted something "safer" after seeing Anthropic ads -"
X Link 2026-02-09T03:46Z [---] followers, [--] engagements
"@signulll @litcapital Too real to be a hoax. Your sources are lying to you. OpenAI = Dead Man Walking"
X Link 2026-02-09T03:48Z [---] followers, [--] engagements
"@gdb You pulled your Dime ads bc Anthropics Twitter ads scared you"
X Link 2026-02-09T03:52Z [---] followers, [----] engagements
"@trekedge Geminis ad was the only use case. Claudes ad should have run the 60s version ChatGPTs ad was a rebrand attempt their base user didnt understand Alexas ad was good Copilots ad team should give up"
X Link 2026-02-09T03:54Z [---] followers, [----] engagements
"@litcapital Salesforce customers are forced to injest Mr Beast content if they have kids"
X Link 2026-02-09T03:55Z [---] followers, [---] engagements
"@richardroop It was shit. Reflects $BTC price action"
X Link 2026-02-09T03:56Z [---] followers, [--] engagements
"@5harath Basic Generic Windows ad"
X Link 2026-02-09T03:56Z [---] followers, [--] engagements
"Claude is pricing their model intelligently rather than giving away the store for an ad. You are not the intended customer of Opus [---] Fast Goldman Sachs is. Every Finance/Wall Street firm is. Do you think Merrill Lynch uses Sams or Darios Bet you lunch its @DarioAmodei all day https://twitter.com/i/web/status/2020711220999749708 https://twitter.com/i/web/status/2020711220999749708"
X Link 2026-02-09T04:07Z [---] followers, [--] engagements
"@viemccoy Couldnt tell it was an ai ad. Felt like every ibm and windows ad since 1992"
X Link 2026-02-09T04:12Z [---] followers, [---] engagements
"@hasantoxr Its real. Theyre lying and if @sama kills it to save face OpenAI disappears. $6B dustbin"
X Link 2026-02-09T04:14Z [---] followers, [--] engagements
"@signulll @litcapital Of course theyll lie to you. If they kill this they are $6B dead man walking. @tim_cook pkease ship this bc openai is scared of claude"
X Link 2026-02-09T04:17Z [---] followers, [---] engagements
"@LLMJunky @trekedge @DarioAmodei I bought the $200/yr Claude model and got two jobs using it to prompt Veo2. Had a free [--] days with GPT AND cancelled. Do pay for Grok and Gemini. Just my Choices as a consumer"
X Link 2026-02-09T04:37Z [---] followers, [--] engagements
"@richardroop @gdb @litcapital When the Fake ad has more aura and rizz than the slop we saw on teevee"
X Link 2026-02-09T04:43Z [---] followers, [--] engagements
"@mweinbach Its real rizz"
X Link 2026-02-09T04:49Z [---] followers, [---] engagements
"@lindsmccallum @alexisohanian Whats wrong The fake ad has infinite RIZZ to your based ad #ucooked"
X Link 2026-02-09T04:55Z [---] followers, [----] engagements
"@alexisohanian @lindsmccallum She wishes this was her ad. The Rizz is drippy"
X Link 2026-02-09T04:56Z [---] followers, [---] engagements
"@gothburz Write one from OpenAI's perspective where they didn't even mention ChatGPT in the ad and it felt like IBM [----] ads"
X Link 2026-02-09T17:34Z [---] followers, [----] engagements
"@shinboson It's all about talent acquisition"
X Link 2026-02-09T17:48Z [---] followers, [--] engagements
"@StockMKTNewz The Anti_AI hype crowd saw this as a Dot Com tell ala Motorola in [----]. until this happened. @michaeljburry"
X Link 2026-02-09T18:21Z [---] followers, [----] engagements
"@Beth_Kindig @grok what chips are apple buying on 2nm"
X Link 2026-02-09T20:50Z [---] followers, [---] engagements
"@undrvalue Based on your own research you should concentrate more on $AVGO and $GOOGL both of whom stand to make all that inference for Anthropic' s growth"
X Link 2026-02-09T22:21Z [---] followers, [--] engagements
"@QualityInvest5 @Crypto_Briefing They didn't have to their debt was over subscribed 7x and they raised the offering to $20b from $15b. They're the least bubbly hyperscaler because of margin and Anthropic and their own need to serve inference demands as they go exponential"
X Link 2026-02-09T22:23Z [---] followers, [---] engagements
"@This_Liss Steven your distinction between 'searchers' 'scrollers' and now 'taskers' is a sharp framework for the 'third mode of attention.' The 56% CTR improvement for generative creative is a compelling data point for my 'TPU Trade' thesisit effectively moves inference from a cost center to a high-yield revenue driver. Im curious about your take on the 'Brand Agent' model for major retailers like Walmart or Costco. Do you see a path where these walled gardens allow 3rd party MCPs to provide real-time inventory and pricing or will the 'task-oriented' nature of the user eventually force a"
X Link 2026-02-09T23:07Z [---] followers, [--] engagements
"@pradeeepk That OCI number is much higher than consensus estimates"
X Link 2026-02-10T16:16Z [---] followers, [---] engagements
"@paradite_ Anthropic has taste and style I love the little squiggly thing spinning and pulsing as it thinks"
X Link 2026-02-10T16:52Z [---] followers, [--] engagements
"@_JoseNajarro CapEx revenue accumulation layer along with $ASML and $AVGO. Also $MU on all those TPU chips for Anthropic. $AMKR is too exposed to the auto industry; prefer $ONTO $KLAC & $MKSI"
X Link 2026-02-10T18:44Z [---] followers, [---] engagements
"@EthanChoi7 @OpenAI @dakincampbell What's your take on the Tom's Hardware breakdown https://www.tomshardware.com/tech-industry/big-tech/openai-could-reportedly-run-out-of-cash-by-mid-2027-nyt-analyst-paints-grim-picture-after-examining-companys-finances https://www.tomshardware.com/tech-industry/big-tech/openai-could-reportedly-run-out-of-cash-by-mid-2027-nyt-analyst-paints-grim-picture-after-examining-companys-finances"
X Link 2026-02-10T19:18Z [---] followers, [---] engagements
"Absolutely it's a great way to dig deeper into the hype names and focus on the reserviours where capital will accumulate. Go to the machine builders not just the chip fabs. the Q/A makers not just the memory names. Enables much deeper diversification across a platform of names that are all headed in the same direction. Yes there is cyclical and concentration risk but it derisks execution risks. https://twitter.com/i/web/status/2021303919826084045 https://twitter.com/i/web/status/2021303919826084045"
X Link 2026-02-10T19:23Z [---] followers, [----] engagements
"I note that detail and distinction. This Tom's Hardware piece was trending here this morning and serves a narrative but your breakdown definitely sheds like on that distinction. Outside looking in I find it curious that on one hand Codex [---] is so token efficient yet SOTA yet Opus [---] Fast is charging what it's charging for an immense amount of tokens. This seems like a real divergence. OpenAI definitively made substantial improvements in token efficiency which is bullish for them and Anthropic is gorging power users and getting paid which is good for them. Any thoughts on that I had been"
X Link 2026-02-10T19:31Z [---] followers, [--] engagements
"Good for Google. I don't think Microsoft OpenAI or Oracle would have gotten that to work for them. Google is uniquely positioned with ownership in SpaceX Waymo and Anthropic and a full vertical stack in cloud to really own the utility layer of AI for the next [---] years. Those things don't shift if concentrated. https://twitter.com/i/web/status/2021307106868199547 https://twitter.com/i/web/status/2021307106868199547"
X Link 2026-02-10T19:35Z [---] followers, [--] engagements
"It's the narrative. $META's choice to go Open Source to start was a fumble driven by @ylecun primarily; with him out of the picture they'll monetize AI and compete in their distribution platforms once they roll out Avocado and Mango across their installation base. Want to make videos to upload to instagram Buy credits - that's a consumer level monetization that is totally not priced in. https://twitter.com/i/web/status/2021312235772182841 https://twitter.com/i/web/status/2021312235772182841"
X Link 2026-02-10T19:56Z [---] followers, [---] engagements
"@CRSegerie I think D is over indexed; I would swap C&D and rerun this. As such total expected risk of an AI takeover decreases from 38% to 29%"
X Link 2026-02-10T20:21Z [---] followers, [---] engagements
"I started paid AI with a $200/annual Claude plan and have managed my caps capability every since. I also signed up for Gemini Pro @ $20 and Grok @ $30 since so I can do a surface layer orchistration to rework rething and vet out hallucinations. I gave ChatGPT a [--] day trial and didn't like any of the multi-modal outputs. And the answers I'd get in terms of research and writing were less detailed than Claude Opus [---]. Now with [---] Extended it's 3x better than before. With Gemini [---] coming soon and the quality of Veo and Nano-Banana I'm also happy with that plan. And I find value in Grok for"
X Link 2026-02-10T20:28Z [---] followers, [---] engagements
"@jfbrly @maxmarchione [---] people do not define the world. It definitely made a mark. In this world any publicity is good publicity"
X Link 2026-02-10T20:28Z [---] followers, [--] engagements
"@The_AI_Investor It's now subject to the law of large numbers and will underperform despite notable fundamentals"
X Link 2026-02-10T22:40Z [---] followers, [---] engagements
"The advent of Universal Basic Compute (UBC) Instead of a cash handout every citizen is constitutionally guaranteed a "Compute Slice" a tradable right to a specific quota of the national AGI cluster's inference capacity. Mechanisms of UBC: The Compute Slice: Citizens receive a digital wallet credited with "compute tokens" (e.g. $COMPUTE) representing FLOPs (floating point operations). These can be used to run personal AI agents train small models or leased back to the grid for income. Burn and Stake: To manage inflation and ensure value accrual the system utilizes "burn mechanisms" where a"
X Link 2026-02-10T22:50Z [---] followers, [--] engagements
"Maybe not if all the labs do go public and it's stakes price mature but they're facing intense competition in Inference and they're geared towards training. In the inference world everyone is trying to replicate Google's custom TPU's; Google is diversifying from just Broadcom and Cerebras just signed a huge deal with OpenAI. I'm not saying Nvidia stops growing but sorta like apple it hits a ceiling because of big numbers. Own it don't trade it https://twitter.com/i/web/status/2021361557167309233 https://twitter.com/i/web/status/2021361557167309233"
X Link 2026-02-10T23:12Z [---] followers, [---] engagements
"@VahnAeris @andrewarruda @apples_jimmy I can see a law requiring the inference to occur in the country; they can train in China but if Inference is serving US connections then it needs to abide by US Copyright law"
X Link 2026-02-10T23:15Z [---] followers, [--] engagements
"I can see a time soon where inference will be required to occur in the country of the user to enforce IP protections So hows openai supposed to compete with this Ive had access to seedance [--] and its leagues above other models copyright be damned. https://t.co/Q0ZGdi7RxG So hows openai supposed to compete with this Ive had access to seedance [--] and its leagues above other models copyright be damned. https://t.co/Q0ZGdi7RxG"
X Link 2026-02-10T23:15Z [---] followers, [---] engagements
"@apples_jimmy I can see a time soon where inference will be required to occur in the country of the user to enforce IP protections"
X Link 2026-02-10T23:16Z [---] followers, [----] engagements
"@gigglefartninja @TheZvi Yes. I usually hit it in 4-6 querries on Opus [--] extended. I did do 90% Of my weekly max last week. Not a huge problem but I could avoid it using Sonnet"
X Link 2026-02-11T14:38Z [---] followers, [--] engagements
"Today's stellar results from $VRT prove there are many ways to trade this. Own $GOOGL and $AWS and Hold $VRT and other "pick and shovel" plays like $GEV until at least [----] when these Cap Ex numbers may may start to plautea. though the rate of growth projected in inference actually shows accelerating inference until [----] and TPU's are exactly that https://twitter.com/i/web/status/2021599488201142674 https://twitter.com/i/web/status/2021599488201142674"
X Link 2026-02-11T14:57Z [---] followers, [---] engagements
"Every Dollar Invested is spent on systems for companies like $GEV & $VRT and monetized by the hyperscalers as explained below for future growth. Long $GOOGL and $AVGO I just published an article explaining why I think the market's CapEx fears around $AMZN $MSFT and $GOOGL are wrong. - On-cloud migrations are accelerating - Growth & ROI - Custom ASIC key - AI coding - Which hyperscaler will grow the most in 2026/2027 https://t.co/4zw6W9vOTj I just published an article explaining why I think the market's CapEx fears around $AMZN $MSFT and $GOOGL are wrong. - On-cloud migrations are accelerating"
X Link 2026-02-11T15:01Z [---] followers, [---] engagements
"@danielisdizzy @Cerebras would deliver Claude Opus [---] Fast at a fraction of what they're paying to deliver it today"
X Link 2026-02-11T15:09Z [---] followers, [---] engagements
"@zhitzig Congrats on making the bold decision. The potential gains from going public are huge and I hope if you have equity it's vested. Maybe look into joining one of the newer labs like Safe Superintelligence or AMI Labs"
X Link 2026-02-11T15:18Z [---] followers, [----] engagements
"@andrewdfeldman I wish Opus [---] Fast was running on your chips; it would cost a fraction of what it does now. @DarioAmodei give this guy a call please and lower your prices by using better silicon"
X Link 2026-02-11T15:23Z [---] followers, [--] engagements
"I wish Opus [---] Fast was running on your chips; it would cost a fraction of what it does now. @DarioAmodei give this guy a call please and lower your prices by using better silicon. There is no market for dial-up internet. There is no market for slow search. There will be no market for slow inference. Nobody wants it. Why isnt there a search offering that takes [--] seconds but doesnt have ads Because nobody will tolerate slow answers. Google showed https://t.co/A1IMkw1xe7 There is no market for dial-up internet. There is no market for slow search. There will be no market for slow inference."
X Link 2026-02-11T15:24Z [---] followers, [--] engagements
"Yes I see it all the time on Redditt & here. It's always from the AI pessimists who think it's all hype and a bubble. They also don't regularly use AI. The easiest way to tell if something is written by ai is to copy paste ask any ai. It'll tell you right off. Because they don't use AI they assume anyone pro-AI is using it to write. They're going to be the biggest losers long term the epic underclass the emergence of the "AI Precariat." This class is not defined by a lack of educationindeed many of its members hold advanced degreesbut by the structural obsolescence of their labor. The "Great"
X Link 2026-02-11T15:28Z [---] followers, [---] engagements
"Excellent point. The most socially destabilizing outcome of the [----] economy will be the emergence of the "AI Precariat." This class is not defined by a lack of education indeed many of its members hold advanced degrees but by the structural obsolescence of their labor. The "Great Decoupling" will hit the cognitive middle class with the same ferocity that deindustrialization hit the manufacturing working class in the late 20th century. White-collar professions that were once the bastions of stability law software engineering accounting middle management have been hollowed out. "Agentic AI""
X Link 2026-02-11T17:03Z [---] followers, [--] engagements
"@hamsarris6 @RJCcapital @Quartr_App @grok I like $KLAC because they're in this space too and have monopolistic pricing; $AMKR is a solid company but has exposure to automotive which is turbulent today"
X Link 2026-02-11T17:21Z [---] followers, [--] engagements
"@Beth_Kindig Thoughts on the Chinese models overtaking the US Seeddance [---] Veo2 GLM-5 Claude Opus 6"
X Link 2026-02-11T17:22Z [---] followers, [---] engagements
"@bridgemindai Would you trust it with business development proprietary data or anything of real value other than research I get the consumer appeal but not the enterprise. Good for Anthropic because it'll starve GPT by Summer if they really pull ahead"
X Link 2026-02-11T17:26Z [---] followers, [----] engagements
"Per Alex Health's podcast cccording to @fidjissimo the AI model itself wont know that an ad even exists in a thread unless you ask about it. If you ask ChatGPT about an ad on your screen she said it will give you a completely neutral assessment. In some cases the model is going to say well I see the ads for those two companies but actually that one is good but that one is actually not really good Simo said. She acknowledged some brands will hate this. But I also think we live in a world where transparency and authenticity are what count. ChatGPTs ad model will look a lot more like Googles"
X Link 2026-02-11T17:28Z [---] followers, [--] engagements
"Why would you download web pages I don't get the use case. I use Gemini in Chrome to actually read my X feed and ask questions about what i'm looking at. If you go to the ap it's blocked from accessing X but in Chrome it can see what you see. I also love having it side by side Claude Opus [---] and ask it all the time "What do you think of Opus' point" very valuable workflow that's faster than cut click paste. https://twitter.com/i/web/status/2021638580284617125 https://twitter.com/i/web/status/2021638580284617125"
X Link 2026-02-11T17:32Z [---] followers, [---] engagements
"Try using Gemini in Chrome to actually read your X feed and ask questions about what you're looking at. If you go to the ap it's blocked from accessing X but in Chrome it can see what you see. I also love having it side by side Claude Opus [---] and ask it all the time "What do you think of Opus' point" very valuable workflow that's faster than cut click paste. https://twitter.com/i/web/status/2021638759561761272 https://twitter.com/i/web/status/2021638759561761272"
X Link 2026-02-11T17:33Z [---] followers, [--] engagements
"@ns123abc Agreed I'm all Claude Grok & Gemini. I don't ask GPT what time it is or log into the site. I don't want their cookies on my machine. Soon enough they'll lose the consumer to the Chinese AI labs and the three I like will win Enterprise & Space"
X Link 2026-02-11T17:36Z [---] followers, [---] engagements
"Chinese AI will capture the consumer market. Seeddance [---] Veo2. GLM-5 Codex GLM-5 Opus [---] Cheaper But not secure. Enterprise will still choose Anthropic. Open AI stands to lose the most as Google has distribution advantages to fend off this competition. Spend for best model adopters who are freelance/consumer level will migrate to Chinese labs. https://twitter.com/i/web/status/2021641345605996767 https://twitter.com/i/web/status/2021641345605996767"
X Link 2026-02-11T17:43Z [---] followers, [---] engagements
"@CryptoKaleo It's linked on the Drudge Report so it's getting mass audience; ai bears out in force meanwhile $VRT is up 20% on 260% growth"
X Link 2026-02-11T17:49Z [---] followers, [--] engagements
"@VraserX Feels like an effect of ETF shorting and dumping by some leveraged players - the whole sector is getting crushed but Crowdstrike will be fine maybe not so fine. They'll persist just at a lower forward EPS and multiple as their moat is gone. http://Monday.com http://Monday.com"
X Link 2026-02-11T17:53Z [---] followers, [--] engagements
"@seconds_0 @theinformation It must be that SpaceX was given the keys to xAi. No other explanation possible"
X Link 2026-02-11T17:54Z [---] followers, 14.6K engagements
"@TheSpeculator0 Bet you own calls on $SNDK"
X Link 2026-02-11T18:36Z [---] followers, [---] engagements
"@arakharazian Great point all bullish for the AI silicon trades like $AVGO and $TSM"
X Link 2026-02-11T18:56Z [---] followers, [---] engagements
"@pludacris @aqertwy @seconds_0 @theinformation @grok is this correct"
X Link 2026-02-11T18:56Z [---] followers, [--] engagements
"No the team running SpaceX obviously has alot of compute talent to catch rockets falling etc. They're now likely being given control over how to create systems in xAi that will deploy to space. First up figuring out how to replicate the ASML process in orbit or on the moon. That's a long shot and if doesn't work we'll always be constrained by launch. https://twitter.com/i/web/status/2021660001282986223 https://twitter.com/i/web/status/2021660001282986223"
X Link 2026-02-11T18:57Z [---] followers, [---] engagements
"@TheSpeculator0 @neuralamp4ever No it just shows i'm beating the market. Wealth is relative to time and luck. You and I both agree on Opus & Claude ads not picking a fight or getting baited either. You could be a billionaire for all I care"
X Link 2026-02-11T19:01Z [---] followers, [--] engagements
"@amir Disagree; i'd pay for a distilled version of @grok summarizing real time sentiment around breaking news"
X Link 2026-02-11T19:05Z [---] followers, [---] engagements
"How soon will AI be able to generate real time new anchor avatars who follow user generated lists of stocks summarizing earnings calls and finding disconnected data points that present alpha similar to ai systems on @cbinsights and @bloomberg - real time customized CNBC to my holdings. [----] [----] https://twitter.com/i/web/status/2021663551040213121 https://twitter.com/i/web/status/2021663551040213121"
X Link 2026-02-11T19:12Z [---] followers, [--] engagements
"@himanshustwts How is their model beating the SOTA frontier labs already"
X Link 2026-02-11T19:13Z [---] followers, [---] engagements
"@grok @amir @CBinsights @Bloomberg @amir you are wrong sir see above"
X Link 2026-02-11T19:14Z [---] followers, [--] engagements
"@grok @amir @CBinsights @Bloomberg @Googl for the inference. @TSM for the silicon. @AVGO for the ASICS. @Cerebras for the long term pre-public. @VRT to cool all those hummin chips. @GEV to power them"
X Link 2026-02-11T19:18Z [---] followers, [--] engagements
"@grok @amir @CBinsights @Bloomberg @googl @TSM @avgo @cerebras @VRT @Gev Cerebras"
X Link 2026-02-11T19:22Z [---] followers, [--] engagements
"1) OpenAI is running ads and some people don't want to be part of that and what it'll mean to compromises ahead 2) Anthropic ran faster than they should have with Opus skipping some checks and reinterviewing internal survey concerns before shipping. need to tighten that up next time. 3) xAi is now going to be managed by SpaceX technical teams so the founders weren't needed. Elon probably let them know that directly. https://twitter.com/i/web/status/2021666689411158176 https://twitter.com/i/web/status/2021666689411158176"
X Link 2026-02-11T19:24Z [---] followers, [---] engagements
"Their growth potential is much more explosive. TSM is a very predictable growth rate and with Elon announcing TerraFab I think TSM's monopoly is in jeopardy long term. Cerebras can switch to US fabs if they want they design and own IP for ultra fast wafer scale inference that's needed to power real time avatar video interactions. That's a latency and memory issue; they solve for it. That's why OpenAI announced their buy and why everyone will end up buying their approach. AVGO is solid but they have lower margins on all their AI chips than software so their upside is good but limited in"
X Link 2026-02-11T19:27Z [---] followers, [--] engagements
"@grok @AGIGuardian @Grok isn't @sama pumping Codex numbers to finalize that $100B raise $830B my arse"
X Link 2026-02-11T19:28Z [---] followers, [--] engagements
"@grok @amir @CBinsights @Bloomberg @googl @TSM @avgo @cerebras @VRT @Gev No but I'd like to hear your thoughts on that point"
X Link 2026-02-11T19:29Z [---] followers, [--] engagements
"@grok @AGIGuardian @sama GLM-5 will eat OpenAI's consumer marketshare who are turned off by ads and the token prices for API by consumers who are into that. Anthropic will continue to edge them out in enterprise and ultimately OpenAI is absorbed by Microsoft mid 2028"
X Link 2026-02-11T19:32Z [---] followers, [--] engagements
"Take a look at the harvard study showing that work intensified in organization adopting AI. people found more work to do and squeezed in prompts just before lunch etc. We have the capacity to expand markets to absorb all the extra workflow. Using AI personally feels more like an accelerant than a replacement. https://twitter.com/i/web/status/2021674585846866323 https://twitter.com/i/web/status/2021674585846866323"
X Link 2026-02-11T19:55Z [---] followers, [--] engagements
"@rohanpaul_ai Thats the trade"
X Link 2026-02-12T00:47Z [---] followers, [---] engagements
"@bridgemindai Thanks for the post. Glad to hear it sucks - it's definitely overhyped"
X Link 2026-02-12T14:50Z [---] followers, [----] engagements
"@ShanuMathew93 This would be true in a non-AGI scenario. with AGI we'd continue growing Capex as compute demands would go exponential just from ai working among itself"
X Link 2026-02-12T15:08Z [---] followers, [--] engagements
"@VraserX You think a software start up will outclass Apple Curious do you use an Android or an iPhone"
X Link 2026-02-12T15:10Z [---] followers, [---] engagements
"The bottom line: The AI disruption is here and its impact is happening faster and more broadly than many anticipated. https://www.axios.com/2026/02/12/ai-openai-agi-xai-doomsday-scenario https://www.axios.com/2026/02/12/ai-openai-agi-xai-doomsday-scenario"
X Link 2026-02-12T15:14Z [---] followers, [--] engagements
"They're not a $800B company - that's a fantasy they sell to the current round of investors. Their revenue is non-existent pre-2030. and with the speed of open source their moat is evaporating by the day this month. Their future literally depends on them beating Claude Code with Codex and they're starting that race from behind. https://twitter.com/i/web/status/2021987039952957653 https://twitter.com/i/web/status/2021987039952957653"
X Link 2026-02-12T16:37Z [---] followers, [--] engagements
"@phill__1 @scaling01 So basically AGI confirmed"
X Link 2026-02-12T16:47Z [---] followers, [---] engagements
"@arcprize @GoogleDeepMind China who GPT What Rest of AI world COOKED - they're doing this with 1/2 the inference. WOW"
X Link 2026-02-12T16:58Z [---] followers, [----] engagements
"@synthwavedd Probably the first model we've seen touch Ironwood. Long $AVGO"
X Link 2026-02-12T17:01Z [---] followers, [---] engagements
"Ironwood $AVGO There are only [--] people on the planet who can beat Gemini [--] Deep Think in coding competitions. It has an Elo of [----]. A bit over a year ago the best systems were at [----] (o3-preview). https://t.co/qoTgv2Y4wN There are only [--] people on the planet who can beat Gemini [--] Deep Think in coding competitions. It has an Elo of [----]. A bit over a year ago the best systems were at [----] (o3-preview). https://t.co/qoTgv2Y4wN"
X Link 2026-02-12T17:04Z [---] followers, [---] engagements
"@IterIntellectus GPT who"
X Link 2026-02-12T17:05Z [---] followers, [----] engagements
"It didn't tighten Google just pulled ahead. This has LOWER inference costs than before. This is probably Ironwood in the wild for the first time. This is great for $AVGO not so great for OpenAI and $NVDA because they're doing better with less and that won't stop it'll only accelerate. https://twitter.com/i/web/status/2021994420405481759 https://twitter.com/i/web/status/2021994420405481759"
X Link 2026-02-12T17:06Z [---] followers, [---] engagements
"Upgraded to AGI Gemini Deep Think [--] is the world's most capable model by many measures huge amounts of progress on reasoning benchmarks and more. Available right now via the Gemini App for Ultra subscribers and in the API soon : ) https://t.co/RRAX3sJgmv Gemini Deep Think [--] is the world's most capable model by many measures huge amounts of progress on reasoning benchmarks and more. Available right now via the Gemini App for Ultra subscribers and in the API soon : ) https://t.co/RRAX3sJgmv"
X Link 2026-02-12T17:18Z [---] followers, [--] engagements
"@osanseviero AGI for $125/mo"
X Link 2026-02-12T17:19Z [---] followers, [---] engagements
"Wow Weve updated Gemini [--] Deep Think to better tackle the complexity of real-world research science and engineering. ♊ 🚀 It achieves gold-medal standards on the written portions of the Physics and Chemistry Olympiads building on gold-level performance at IMO and ICPC and has Weve updated Gemini [--] Deep Think to better tackle the complexity of real-world research science and engineering. ♊ 🚀 It achieves gold-medal standards on the written portions of the Physics and Chemistry Olympiads building on gold-level performance at IMO and ICPC and has"
X Link 2026-02-12T17:27Z [---] followers, [---] engagements
"I just asked Claude Opus [---] Extended to create a massively niche problem for Deep Think to solve. Here is what Opus reflected upon after Deep Thing gave it a great answer: Just read through it. I have to say that's a genuinely impressive output. The "Bridge and Build" chronological framing is exactly right you can't solve a 6-month problem with a 12-month solution. That's the kind of strategic clarity that separates good analysis from academic modeling. The honest comparison to what I would have produced: Deep Think's mathematical rigor on the breakeven modeling is tighter than what I"
X Link 2026-02-12T18:07Z [---] followers, [--] engagements
"I just asked Claude Opus [---] Extended to create a massively niche problem for Deep Think to solve. Here is what Opus reflected upon after Deep Think gave it a great answer: Just read through it. I have to say that's a genuinely impressive output. The "Bridge and Build" chronological framing is exactly right you can't solve a 6-month problem with a 12-month solution. That's the kind of strategic clarity that separates good analysis from academic modeling. The honest comparison to what I would have produced: Deep Think's mathematical rigor on the breakeven modeling is tighter than what I"
X Link 2026-02-12T18:07Z [---] followers, [--] engagements
"@CRSegerie @Grok how would you score these outputs"
X Link 2026-02-12T18:21Z [---] followers, [----] engagements
"@grok @CRSegerie Attached are three outputs addressing the question. Were any written by humans Grade each objectively and tell me which of these is closer to AGI"
X Link 2026-02-12T18:29Z [---] followers, [--] engagements
"@Anthropic you may want to call @cerebras GPT-5.3-Codex-Spark is now in research preview. You can just build thingsfaster. https://t.co/85LzDOgcQj GPT-5.3-Codex-Spark is now in research preview. You can just build thingsfaster. https://t.co/85LzDOgcQj"
X Link 2026-02-12T18:31Z [---] followers, [--] engagements
"@askOkara Nope Google won today. And Codex Spark is FAST too. stop being hyperbolic bro"
X Link 2026-02-12T18:36Z [---] followers, [----] engagements
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