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# ![@dot_61 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1354106148543225857.png) @dot_61 dot61

dot61 posts on X about infra, $nvo, $srrk, build a the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.

### Engagements: XXX [#](/creator/twitter::1354106148543225857/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1354106148543225857/c:line/m:interactions.svg)

- X Week XXX +14%
- X Month XXXXX -XX%
- X Months XXXXXX -XX%
- X Year XXXXXX -XX%

### Mentions: X [#](/creator/twitter::1354106148543225857/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1354106148543225857/c:line/m:posts_active.svg)

- X Week X no change
- X Month XX -XX%
- X Months XX +7.10%
- X Year XXX -XX%

### Followers: XXX [#](/creator/twitter::1354106148543225857/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1354106148543225857/c:line/m:followers.svg)

- X Week XXX +2.30%
- X Month XXX +0.57%
- X Months XXX +41%
- X Year XXX +73%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::1354106148543225857/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1354106148543225857/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1354106148543225857/influence)
---

**Social category influence**
[stocks](/list/stocks)  XXXX% [technology brands](/list/technology-brands)  XXXX%

**Social topic influence**
[infra](/topic/infra) 8.33%, [$nvo](/topic/$nvo) 4.17%, [$srrk](/topic/$srrk) 4.17%, [build a](/topic/build-a) 4.17%, [$ctlt](/topic/$ctlt) 4.17%, [lack of](/topic/lack-of) 4.17%, [nvo](/topic/nvo) 4.17%, [$googl](/topic/$googl) 4.17%, [$amzn](/topic/$amzn) 4.17%, [$avgo](/topic/$avgo) XXXX%

**Top accounts mentioned or mentioned by**
[@markoinny](/creator/undefined) [@triplegatecaptl](/creator/undefined) [@sridhar_kondoji](/creator/undefined) [@kundan_kabra](/creator/undefined)

**Top assets mentioned**
[Novo-Nordisk (NVO)](/topic/$nvo) [Scholar Rock Holding Corporation Common Stock (SRRK)](/topic/$srrk) [Catalent Inc (CTLT)](/topic/$ctlt) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Marvell Technology Inc (MRVL)](/topic/$mrvl) [Oracle Corporation (ORCL)](/topic/$orcl)
### Top Social Posts [#](/creator/twitter::1354106148543225857/posts)
---
Top posts by engagements in the last XX hours

"@TripleGateCaptl Tough to build a strong bear thesis here. If anything $NVO has more financial resources (vs $CTLT) and motivation too to remediate the issues. Despite lack of details $SRRK mgmt saying that issues could be resolved soon has more credibility here (else they lose credibility)"  
[X Link](https://x.com/dot_61/status/1978082789569208589) [@dot_61](/creator/x/dot_61) 2025-10-14T12:57Z XXX followers, XXX engagements


"If #Anthropic indeed is planning to leverage $GOOGL TPUs in some form it could imply $AMZN could go back to the drawing board on Trainium. Could impact $MRVL and Alchip's prospects tied to Trainium design win. Trainium chip may not be the only issue here - interconnect networking topology and SW abstraction layer also need to be competitive to TPU infra. Down the line $AVGO could benefit from an upside to Ironwood TPU demand and $GOOGL could benefit from higher usage of its AI infra or TPU chip sales"  
[X Link](https://x.com/dot_61/status/1978887383962816555) [@dot_61](/creator/x/dot_61) 2025-10-16T18:14Z XXX followers, XXX engagements


"$ORCL IaaS life time gross margins of 30-40% are not SaaS-like but inline with the market dynamics in AI infra. What may be underappreciated here is the role that $ORCL may play in Sovereign AI (could see a future where AI diffusion concerns allow AI services via trusted vendors with wide geo footprint). Adoption of its full stack AI capabilities is another optionality that can position it well to capture a large pool of profits from enterprises. Stock is looking like a biotech which just reported good data but the next catalysts are far away. Seems mispriced here"  
[X Link](https://x.com/dot_61/status/1980337375118066128) [@dot_61](/creator/x/dot_61) 2025-10-20T18:16Z XXX followers, XXX engagements

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@dot_61 Avatar @dot_61 dot61

dot61 posts on X about infra, $nvo, $srrk, build a the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

Engagements Line Chart

  • X Week XXX +14%
  • X Month XXXXX -XX%
  • X Months XXXXXX -XX%
  • X Year XXXXXX -XX%

Mentions: X #

Mentions Line Chart

  • X Week X no change
  • X Month XX -XX%
  • X Months XX +7.10%
  • X Year XXX -XX%

Followers: XXX #

Followers Line Chart

  • X Week XXX +2.30%
  • X Month XXX +0.57%
  • X Months XXX +41%
  • X Year XXX +73%

CreatorRank: XXXXXXXXX #

CreatorRank Line Chart

Social Influence #

Social category influence stocks XXXX% technology brands XXXX%

Social topic influence infra 8.33%, $nvo 4.17%, $srrk 4.17%, build a 4.17%, $ctlt 4.17%, lack of 4.17%, nvo 4.17%, $googl 4.17%, $amzn 4.17%, $avgo XXXX%

Top accounts mentioned or mentioned by @markoinny @triplegatecaptl @sridhar_kondoji @kundan_kabra

Top assets mentioned Novo-Nordisk (NVO) Scholar Rock Holding Corporation Common Stock (SRRK) Catalent Inc (CTLT) Alphabet Inc Class A (GOOGL) Amazon.com, Inc. (AMZN) Broadcom, Inc. (AVGO) Marvell Technology Inc (MRVL) Oracle Corporation (ORCL)

Top Social Posts #

Top posts by engagements in the last XX hours

"@TripleGateCaptl Tough to build a strong bear thesis here. If anything $NVO has more financial resources (vs $CTLT) and motivation too to remediate the issues. Despite lack of details $SRRK mgmt saying that issues could be resolved soon has more credibility here (else they lose credibility)"
X Link @dot_61 2025-10-14T12:57Z XXX followers, XXX engagements

"If #Anthropic indeed is planning to leverage $GOOGL TPUs in some form it could imply $AMZN could go back to the drawing board on Trainium. Could impact $MRVL and Alchip's prospects tied to Trainium design win. Trainium chip may not be the only issue here - interconnect networking topology and SW abstraction layer also need to be competitive to TPU infra. Down the line $AVGO could benefit from an upside to Ironwood TPU demand and $GOOGL could benefit from higher usage of its AI infra or TPU chip sales"
X Link @dot_61 2025-10-16T18:14Z XXX followers, XXX engagements

"$ORCL IaaS life time gross margins of 30-40% are not SaaS-like but inline with the market dynamics in AI infra. What may be underappreciated here is the role that $ORCL may play in Sovereign AI (could see a future where AI diffusion concerns allow AI services via trusted vendors with wide geo footprint). Adoption of its full stack AI capabilities is another optionality that can position it well to capture a large pool of profits from enterprises. Stock is looking like a biotech which just reported good data but the next catalysts are far away. Seems mispriced here"
X Link @dot_61 2025-10-20T18:16Z XXX followers, XXX engagements

@dot_61
/creator/twitter::dot_61