# ![@cycleresearc Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::2015867230970425344.png) @cycleresearc Cycle Researcher

Cycle Researcher posts on X about $amzn, ai, amzn, $msft the most. They currently have [--] followers and [--] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::2015867230970425344/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2015867230970425344/c:line/m:interactions.svg)


### Mentions: [--] [#](/creator/twitter::2015867230970425344/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2015867230970425344/c:line/m:posts_active.svg)


### Followers: [--] [#](/creator/twitter::2015867230970425344/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2015867230970425344/c:line/m:followers.svg)


### CreatorRank: [---------] [#](/creator/twitter::2015867230970425344/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2015867230970425344/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  63.41% [technology brands](/list/technology-brands)  58.54% [finance](/list/finance)  12.2% [countries](/list/countries)  7.32% [currencies](/list/currencies)  4.88% [fashion brands](/list/fashion-brands)  2.44% [social networks](/list/social-networks)  2.44%

**Social topic influence**
[$amzn](/topic/$amzn) #236, [ai](/topic/ai) 36.59%, [amzn](/topic/amzn) #1074, [$msft](/topic/$msft) #124, [$googl](/topic/$googl) 14.63%, [googl](/topic/googl) 14.63%, [anthropic](/topic/anthropic) #1700, [cloud](/topic/cloud) 9.76%, [open ai](/topic/open-ai) #2230, [more than](/topic/more-than) 7.32%

**Top accounts mentioned or mentioned by**
[@financejack44](/creator/undefined) [@oguzerkan](/creator/undefined) [@jukan05](/creator/undefined) [@widemoatczar](/creator/undefined) [@siennafi](/creator/undefined) [@deepmoatsociety](/creator/undefined) [@acquiredfm](/creator/undefined) [@aleabitoreddit](/creator/undefined) [@sama](/creator/undefined) [@kobeissiletter](/creator/undefined) [@alextheinvstor](/creator/undefined) [@anthropicai](/creator/undefined) [@mmmtwealth](/creator/undefined) [@sambadawi](/creator/undefined) [@stockmktnewz](/creator/undefined) [@demishassabis](/creator/undefined) [@dennispabs](/creator/undefined)

**Top assets mentioned**
[Amazon.com, Inc. (AMZN)](/topic/$amzn) [Microsoft Corp. (MSFT)](/topic/$msft) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Micron Technology, Inc. (MU)](/topic/$mu) [Sandisk Corporation (SNDK)](/topic/$sndk) [Taiwan Semiconductor (TSM)](/topic/$tsm) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Oklo Inc. (OKLO)](/topic/$oklo) [GitLab Inc. (GTLB)](/topic/$gtlb) [Apple, Inc. (AAPL)](/topic/$aapl) [Pinterest, Inc. (PINS)](/topic/$pins) [Oracle Corporation (ORCL)](/topic/$orcl) [Metadium (META)](/topic/$meta) [CoreWeave, Inc (CRWV)](/topic/$crwv)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@DeepMoatSociety @FinanceJack44 @AcquiredFM Still $TSM's client diversification is much better it reduces single-customer risk significantly"  
[X Link](https://x.com/cycleresearc/status/2022818535370543236)  2026-02-14T23:41Z [--] followers, [--] engagements


"@jukan05 Are you also going to mention Professor Kim and his future idea of HBF $SNDK and SK Hynix are well positioned for this potential solution alongside HBM"  
[X Link](https://x.com/cycleresearc/status/2022700940353056941)  2026-02-14T15:54Z [--] followers, [----] engagements


"@jukan05 The joint venture setup gives them real advantages. Kioxia controls 100% of manufacturing operations and owns the facilities outright. 60% of total capacity plus long-term contracts. $SNDK"  
[X Link](https://x.com/cycleresearc/status/2023287302760562691)  2026-02-16T06:44Z [--] followers, [----] engagements


"@aleabitoreddit Id add energy to that list. Its one of the real bottlenecks or will be very soon. A few months ago everyone was talking about power constraints now its gone quiet but that theme isnt going away. Its likely to become very interesting again. $OKLO"  
[X Link](https://x.com/cycleresearc/status/2021457838812561872)  2026-02-11T05:34Z [--] followers, [----] engagements


"@WideMoatCzar Dont forget $AMZN. AI infrastructure buildout + AWS dominance might make it the strongest play"  
[X Link](https://x.com/cycleresearc/status/2021726148552442000)  2026-02-11T23:20Z [--] followers, [--] engagements


"@oguzerkan $AMZN has been building out infrastructure hard over the past couple years and that capacity is finally coming online in [----]. The timing is perfect new data centers hitting right when AI demand is peaking. And low OpenAI exposure makes it even better. $AMZN"  
[X Link](https://x.com/cycleresearc/status/2022260290302132575)  2026-02-13T10:43Z [--] followers, [---] engagements


"@oguzerkan And lets not forget $AMZN's track record of underhyping. When Jassy says its an extraordinarily unusual opportunity to forever change the size of AWS thats about as bullish as $AMZN gets publicly"  
[X Link](https://x.com/cycleresearc/status/2022631988117803038)  2026-02-14T11:20Z [--] followers, [---] engagements


"@FinanceJack44 I would be 100% in $TSM if only we wouldnt have Taiwan risk😢"  
[X Link](https://x.com/cycleresearc/status/2022817028298432973)  2026-02-14T23:35Z [--] followers, [--] engagements


"@sama Agreed on both. Novel frontier research shows real reasoning not just pattern matching"  
[X Link](https://x.com/cycleresearc/status/2022730639682785673)  2026-02-14T17:52Z [--] followers, [---] engagements


"@siennafi $MSFT has strong enterprise distribution but Anthropic (via $AMZN) and Gemini are winning sticky clients too. Enterprises arent picking one model for now theyre adopting multiple"  
[X Link](https://x.com/cycleresearc/status/2022803176508842145)  2026-02-14T22:40Z [--] followers, [--] engagements


"@siennafi @KobeissiLetter Exactly why Im not 100% in $TSM. China economic uncertainty + Taiwan geopolitical risk = too much concentration risk"  
[X Link](https://x.com/cycleresearc/status/2022809346300604589)  2026-02-14T23:05Z [--] followers, [---] engagements


"@oguzerkan Maybe $GTLB Valuation got interesting fast with this selloff"  
[X Link](https://x.com/cycleresearc/status/2023045714830635147)  2026-02-15T14:44Z [--] followers, [----] engagements


"@FinanceJack44 Well chosen wouldn't change a thing at these valuations👊"  
[X Link](https://x.com/cycleresearc/status/2023108613527515443)  2026-02-15T18:54Z [--] followers, [--] engagements


"Just had a conversation with former $AMZN employee and he gave me this insight. AI accelerates the work (gains are real) but not enterprise delivery timelines. Governance compliance approvals change control can't be automated. A 12-week project might take [--] weeks of dev work now but still ships in [--] weeks. Different gains. https://twitter.com/i/web/status/2023124797656363412 https://twitter.com/i/web/status/2023124797656363412"  
[X Link](https://x.com/cycleresearc/status/2023124797656363412)  2026-02-15T19:58Z [--] followers, [---] engagements


"@alextheinvstor Once AI optimizations materialize and real-world productivity gains become visible valuations will re-rate higher. Current multiples are a gift"  
[X Link](https://x.com/cycleresearc/status/2023289752951071037)  2026-02-16T06:54Z [--] followers, [--] engagements


"@AnthropicAI India matters more than people realize. 100M weekly ChatGPT users world-class engineering talent and second-largest Claude market. AI adoption is accelerating faster there than most Western markets. Bengaluru is the right call. $AMZN $MSFT"  
[X Link](https://x.com/cycleresearc/status/2023322674781708427)  2026-02-16T09:04Z [--] followers, [---] engagements


"@FinanceJack44 Exactly why conviction matters. We've all been there bought without understanding the thesis sold too early when it ran. Strong conviction is the only hedge against this"  
[X Link](https://x.com/cycleresearc/status/2023430778357428685)  2026-02-16T16:14Z [--] followers, [--] engagements


"@MMMTwealth [--]. $MSFT: While they lag $GOOGL's TPUs today they own IP rights to whatever OpenAI develops. That's a potential game-changer"  
[X Link](https://x.com/cycleresearc/status/2023041143412543735)  2026-02-15T14:26Z [--] followers, [---] engagements


"@sam_badawi Market's missing $MSFT's positioning. Enterprise moat (Azure/M365 lock-in) isn't reflected in valuation. OpenAI partnership is pure upside: revenue share deal IP rights to models IP rights to custom ASICs. Current price is a gift"  
[X Link](https://x.com/cycleresearc/status/2023054017258197500)  2026-02-15T15:17Z [--] followers, [---] engagements


"DRAM supply tightening fast. Lead times up 8-10 weeks in just [--] months. Industry sources flagging potential 20% supply gap by Q3 [----] even for orders already on the books. Memory constraints = bottleneck for data center expansion. $MU $AMZN $GOOG $MSFT $NVDA"  
[X Link](https://x.com/anyuser/status/2023130295856517194)  2026-02-15T20:20Z [--] followers, [---] engagements


"Agents will create winner-take-all commerce. Unlike $GOOGL SEO where page [--] still gets some traffic if ChatGPT or Claude doesn't recommend your link in the limited space you're completely out of the game. No visibility = no sales. Different rules higher stakes. $MSFT $AMZN"  
[X Link](https://x.com/anyuser/status/2023413841720488224)  2026-02-16T15:07Z [--] followers, [--] engagements


"@StockMKTNewz Jensen will likely address the memory bottleneck challenge again. HBM supply constraints are the real limiter on AI scaling right now not GPU production. How NVIDIA navigates this matters more than most realize for sustained AI infrastructure growth. $MU"  
[X Link](https://x.com/cycleresearc/status/2023431471646773255)  2026-02-16T16:17Z [--] followers, [---] engagements


"Cloud contracts usually allow 3% variance. Underspend beyond that and you lose discounts. The excess shortfall triggers either a penalty or progressive discount reduction making your committed dollars more expensive. $MSFT $AMZN $GOOGL"  
[X Link](https://x.com/anyuser/status/2023457355376267558)  2026-02-16T18:00Z [--] followers, [--] engagements


"Agents will create winner-take-all commerce. Unlike $GOOGL SEO where page [--] still gets some traffic if ChatGPT or Claude doesn't recommend your link in the limited space you're completely out of the game. No visibility = no sales. Different rules higher stakes. $MSFT $AMZN"  
[X Link](https://x.com/anyuser/status/2023413841720488224)  2026-02-16T15:07Z [--] followers, [--] engagements


"DRAM supply tightening fast. Lead times up 8-10 weeks in just [--] months. Industry sources flagging potential 20% supply gap by Q3 [----] even for orders already on the books. Memory constraints = bottleneck for data center expansion. $MU $AMZN $GOOG $MSFT $NVDA"  
[X Link](https://x.com/anyuser/status/2023130295856517194)  2026-02-15T20:20Z [--] followers, [---] engagements


"$AAPL could win B2B at scale but it would require: lower margins corporate discounts supply prioritization operational complexity. They choose not to. Protecting brand positioning and margins matters more than enterprise volume. It's strategy not weakness"  
[X Link](https://x.com/anyuser/status/2023053042849923196)  2026-02-15T15:13Z [--] followers, [--] engagements


"It'll be interesting to see if any hyperscaler starts delaying their sustainability targets due to AI energy requirements. Right now they're all sticking to their commitments from back in [----]. But gas generation is increasingly being used as a bridge solution for behind-the-meter power while waiting for grid capacity. That drives up emissions. Nobody's backing off yet since the PR backlash would be brutal. But the math is getting harder as AI scales. Question is how long before someone breaks ranks. $AMZN $META $MSFT"  
[X Link](https://x.com/anyuser/status/2022366409464959302)  2026-02-13T17:45Z [--] followers, [--] engagements


"Cloud providers have three main ways to compensate customers who overspend their annual commits: Earn-back credits: Future invoice credits or promotional credits tied to specific workloads (migration storage AI) rather than aggregate discounts Tier unlock discounts: Contract language that automatically triggers higher discount tiers when hitting thresholds (e.g. 120% = Tier [--] 130% = Tier 3). Discounts apply only to spend above the threshold. Retroactive unit pricing: Rare typically for EC2 instances only. For strategic customers at 130%+ overspend higher discount rates applied retroactively"  
[X Link](https://x.com/anyuser/status/2022306010971652467)  2026-02-13T13:45Z [--] followers, [--] engagements


"$PINS earnings - EPS [----] vs [----] - Revenue 1.319B vs 1.33B Shares down 19% AH $PINS's attribution problem in one sentence: users start their buying journey on $PINS researching ideas but convert on $GOOGL or $AMZN"  
[X Link](https://x.com/anyuser/status/2022057245174104532)  2026-02-12T21:16Z [--] followers, [--] engagements


"$MSFT talking about eventually moving AI workloads toward broader cloud margin levels makes more sense to me than $ORCL's target. $MSFT can bundle AI with security data Copilot and the rest of the stack while $ORCL is much more exposed to pure infrastructure economics. With inference scaling and GPU pricing pressure building I'd say $ORCL's margin trajectory carries more risk"  
[X Link](https://x.com/anyuser/status/2021951424456753536)  2026-02-12T14:16Z [--] followers, [--] engagements


"$MSFT's AI capacity will probably be fully utilized - demand isn't the issue. The constraint is supply. They simply didnt ramp data center CapEx in [--------] the way $AMZN and $GOOGL did. That could quietly cap their YoY growth in 20262027"  
[X Link](https://x.com/anyuser/status/2021843613962187044)  2026-02-12T07:07Z [--] followers, [--] engagements


"Everyones been writing off Facebook as dead for years. Then $META drops this: Q4 optimizations drove a 7% lift in organic engagement delivering the largest quarterly revenue impact from product launches in two years. AI-powered targeting is clearly working and Facebook is putting up growth rates we havent seen in a long time. And now even Bill Ackman discloses a stake calling Meta deeply discounted. The narrative said Facebook was dying. The numbers suggest something very different"  
[X Link](https://x.com/anyuser/status/2021719849584513271)  2026-02-11T22:55Z [--] followers, [--] engagements


"AI can't automate stakeholder availability governance layers risk committees compliance reviews change control or integration testing. Enterprise approvals networking identity and security frameworks simply take time. The bottleneck isn't always the model. It's the organization"  
[X Link](https://x.com/anyuser/status/2021622759986544850)  2026-02-11T16:30Z [--] followers, [--] engagements


"Going direct to Anthropic can mean slightly faster access to new models and potentially better pricing through flexible discounts. But in practice that hasn't stopped AWS Bedrock from becoming a preferred distribution channel for many customers. $AMZN"  
[X Link](https://x.com/anyuser/status/2021581746718814502)  2026-02-11T13:47Z [--] followers, [--] engagements


"Our analysis of Anthropic usage shows a clear concentration in technical workflows with coding and quantitative reasoning accounting for roughly 4050% of total activity. Non-technical use cases are starting to matter as well. General office and admin work sits around 10% while training and employee upskilling have grown to roughly 510%. Sales and pipeline management represent another 1015% with the remaining usage spread across a long tail of workflows. $AMZN $GOOGL"  
[X Link](https://x.com/anyuser/status/2021311593859121549)  2026-02-10T19:53Z [--] followers, [--] engagements


"We believe custom AI chips are becoming critical for cloud providers to maintain healthy margins and break free from $NVDA's 75% gross margin stranglehold. $GOOGL leads with TPUs. $AMZN follows with Trainium. $MSFT lags in development but holds a wildcard: full IP rights to OpenAI's custom silicon. Control your chips control your destiny"  
[X Link](https://x.com/anyuser/status/2021285537118625966)  2026-02-10T18:10Z [--] followers, [--] engagements


"$AMZN is comparing its AI infrastructure buildout to early AWS days. When a company that famously underpromises says this will forever change the size of AWS pay attention. Real demand. Proven returns. Not hype"  
[X Link](https://x.com/anyuser/status/2021240922592137726)  2026-02-10T15:12Z [--] followers, [--] engagements


"$GOOGL's networking architecture represents a significant competitive moat. Optical circuit switching is a technology they have refined over years that requires substantial fiber infrastructure and a purpose-built software layer. Competitors struggle to replicate this setup and the payoff is remarkable: self-healing network topology that seamlessly reroutes traffic around any point of failure maintaining uninterrupted service with the same resilience that has made YouTube virtually bulletproof from an uptime perspective"  
[X Link](https://x.com/anyuser/status/2020860239281619189)  2026-02-09T14:00Z [--] followers, [--] engagements


"The fundamental difference is that GPUs work well as general-purpose accelerators even at smaller scales while TPUs need the full hyperscale infrastructure and networking to deliver their specialized advantages. To make it easy to understand: GPUs are like high-performance sports cars that drive well on normal roads and racetracks alike while TPUs are like Formula [--] cars: unbeatable on a professional track but not designed for everyday roads. $NVDA $GOOGL @demishassabis"  
[X Link](https://x.com/anyuser/status/2020573473446445400)  2026-02-08T19:00Z [--] followers, [--] engagements


"Neoclouds like $CRWV and Lambda look great in the short term because GPUs are scarce and demand is massive. If you need capacity now you take what you can get. But longer term the lack of a real ecosystem matters. No deep software stack limited AI platforms weaker security options and less global reach make it hard to stay sticky once capacity loosens. When supply catches up big customers will likely migrate back to hyperscalers. $GOOGL $AMZN $NVDA"  
[X Link](https://x.com/anyuser/status/2020514319713054915)  2026-02-08T15:05Z [--] followers, [--] engagements


"AI agents will reshape e-commerce and $AMZN is positioned to win. Agents don't care about ads. They optimize for reliability selection and speed. $AMZN owns the full stack - data reviews and logistics. That vertical integration becomes the moat in an agent-driven world"  
[X Link](https://x.com/anyuser/status/2019836003557732708)  2026-02-06T18:10Z [--] followers, [--] engagements

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