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# ![@firstadopter Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::16598957.png) @firstadopter tae kim

tae kim posts on X about open ai, microsoft, infrastructure, oracle the most. They currently have XXXXXXXXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.

### Engagements: XXXXXX [#](/creator/twitter::16598957/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::16598957/c:line/m:interactions.svg)

- X Week XXXXXXX -XXXX%
- X Month XXXXXXXXX -XX%
- X Months XXXXXXXXXX +92%
- X Year XXXXXXXXXX +56%

### Mentions: XX [#](/creator/twitter::16598957/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::16598957/c:line/m:posts_active.svg)

- X Week XX +14%
- X Month XXX +17%
- X Months XXX +10%
- X Year XXXXX +50%

### Followers: XXXXXXXXXXX [#](/creator/twitter::16598957/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::16598957/c:line/m:followers.svg)

- X Week XXXXXX +0.10%
- X Month XXXXXX +0.38%
- X Months XXXXXX +4.60%
- X Year XXXXXX +15%

### CreatorRank: XXXXXXX [#](/creator/twitter::16598957/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::16598957/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::16598957/influence)
---

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

**Social topic influence**
[open ai](/topic/open-ai) #794, [microsoft](/topic/microsoft) #543, [infrastructure](/topic/infrastructure) #1724, [oracle](/topic/oracle) #413, [wall street](/topic/wall-street) #393, [gpus](/topic/gpus) 0.52%, [units](/topic/units) 0.26%, [$axp](/topic/$axp) 0.26%, [$jpm](/topic/$jpm) 0.26%, [$xly](/topic/$xly) XXXX%

**Top accounts mentioned or mentioned by**
[@dingo__hunter](/creator/undefined) [@harley1davids0n](/creator/undefined) [@carygolomb](/creator/undefined) [@rebiii333re](/creator/undefined) [@jake_ayes](/creator/undefined) [@patrickmoorhead](/creator/undefined) [@evanhoffman](/creator/undefined) [@macdonaldncode](/creator/undefined) [@chrissommers79](/creator/undefined) [@mxxmck1](/creator/undefined) [@benitoz](/creator/undefined) [@coreweave](/creator/undefined) [@schamorro357](/creator/undefined) [@drdombrown](/creator/undefined) [@scottgu](/creator/undefined) [@nickthoughtrepo](/creator/undefined) [@lawrencefearon6](/creator/undefined) [@grok](/creator/undefined) [@nash_dengesi](/creator/undefined) [@lefttailguy](/creator/undefined)

**Top assets mentioned**
[Microsoft Corp. (MSFT)](/topic/microsoft) [American Express Company (AXP)](/topic/$axp) [JPMorgan Chase (JPM)](/topic/$jpm) [Wall Street Memes (WSM)](/topic/$wsm) [Mastercard, Inc. (MA)](/topic/$ma) [Elcoin (EL)](/topic/$el) [Dell Technologies, Inc. (DELL)](/topic/dell) [Bitcoin (BTC)](/topic/bitcoin)
### Top Social Posts [#](/creator/twitter::16598957/posts)
---
Top posts by engagements in the last XX hours

"TSMC CEO says AI demand is "stronger than" they thought three months ago. Given how strong it was three months ago that's remarkable. Then he literally says today the growth is "insane" Does he read my tweets lol"  
[X Link](https://x.com/firstadopter/status/1978814302782968045) [@firstadopter](/creator/x/firstadopter) 2025-10-16T13:24Z 68.4K followers, 21.5K engagements


"Battlefield X sold X million units in three days. I said Wall Street estimates were woefully underestimating Battlefield X before launch"  
[X Link](https://x.com/firstadopter/status/1978844739618124058) [@firstadopter](/creator/x/firstadopter) 2025-10-16T15:25Z 68.4K followers, 3177 engagements


"No recession for the platinum/gold card class"  
[X Link](https://x.com/firstadopter/status/1979156435750514811) [@firstadopter](/creator/x/firstadopter) 2025-10-17T12:03Z 68.4K followers, 4330 engagements


"Big week for AI and semiconductor news. Here's the latest on Nvidia OpenAI Microsoft TSMC and more. I curated everything you need to know and how to understand it:"  
[X Link](https://x.com/firstadopter/status/1979607888835551572) [@firstadopter](/creator/x/firstadopter) 2025-10-18T17:57Z 68.4K followers, 22.7K engagements


"On Tuesday Walmart announced a new partnership with OpenAI to enable AI native "shopping experiences" within ChatGPT"  
[X Link](https://x.com/firstadopter/status/1979612632719212756) [@firstadopter](/creator/x/firstadopter) 2025-10-18T18:16Z 68.4K followers, 1403 engagements


"@scottgu Reuters reported Anthropic ARR is now $X billion which is incredible - up from $X billion at beginning of the year"  
[X Link](https://x.com/firstadopter/status/1979615012785144186) [@firstadopter](/creator/x/firstadopter) 2025-10-18T18:26Z 68.4K followers, 1782 engagements


"Tim Cook says "thank you" eight times in less than two minutes. Incredible"  
[X Link](https://x.com/firstadopter/status/1964014032039428319) [@firstadopter](/creator/x/firstadopter) 2025-09-05T17:13Z 68.4K followers, 6.6M engagements


"TIL AI infrastructure biz has lower gross margins than software and margins are bad when GPUs are getting installed and not yet generating customer revenue. This is all so idiotic"  
[X Link](https://x.com/firstadopter/status/1975584249425092789) [@firstadopter](/creator/x/firstadopter) 2025-10-07T15:29Z 68.4K followers, 28.6K engagements


"New all time high for Vertiv. Now up nearly XX% YTD"  
[X Link](https://x.com/firstadopter/status/1976646284288393295) [@firstadopter](/creator/x/firstadopter) 2025-10-10T13:49Z 68.4K followers, 2359 engagements


"YTD now Vertiv +58% Oracle +81% Nvidia +43%"  
[X Link](https://x.com/firstadopter/status/1976647155516617085) [@firstadopter](/creator/x/firstadopter) 2025-10-10T13:53Z 68.4K followers, 3358 engagements


"Can you imagine what all the crypto traders who lost millions of dollars and their life savings on Friday are thinking right now"  
[X Link](https://x.com/firstadopter/status/1977426151661248614) [@firstadopter](/creator/x/firstadopter) 2025-10-12T17:28Z 68.4K followers, 34.1K engagements


"Wait. The Broadcom $XX billion July quarter customer is not OpenAI"  
[X Link](https://x.com/firstadopter/status/1977741495055597804) [@firstadopter](/creator/x/firstadopter) 2025-10-13T14:21Z 68.4K followers, 8051 engagements


"Is the Apple live translation this bad Those who have tried it let us know"  
[X Link](https://x.com/firstadopter/status/1978509220208107716) [@firstadopter](/creator/x/firstadopter) 2025-10-15T17:12Z 68.4K followers, 2980 engagements


"What's the most important U.S. company in American economic history"  
[X Link](https://x.com/firstadopter/status/1978525511283310995) [@firstadopter](/creator/x/firstadopter) 2025-10-15T18:16Z 68.4K followers, 2817 engagements


"In the past week alone I talked with: Microsoft head of cloud and AI Scott Guthrie Dell COO Jeff Clarke Nvidia senior director of AI infrastructure Dion Harris The best insights come from people a layer or two under the CEO who are in trenches with customers"  
[X Link](https://x.com/firstadopter/status/1978561989187076405) [@firstadopter](/creator/x/firstadopter) 2025-10-15T20:41Z 68.4K followers, 9163 engagements


"Agents are going to "lead to an explosion of infrastructure usage""  
[X Link](https://x.com/firstadopter/status/1978562869068185932) [@firstadopter](/creator/x/firstadopter) 2025-10-15T20:45Z 68.4K followers, 5847 engagements


"TSMC allows investors to listen to the recorded webcast earnings call at XXX times speed. Thank you. EVERY COMPANY SHOULD DO THIS"  
[X Link](https://x.com/firstadopter/status/1978816381412856028) [@firstadopter](/creator/x/firstadopter) 2025-10-16T13:32Z 68.4K followers, 4716 engagements


"Gold doesn't seem to care if stock market or bitcoin is up or down or sideways"  
[X Link](https://x.com/firstadopter/status/1978862735719854493) [@firstadopter](/creator/x/firstadopter) 2025-10-16T16:36Z 68.4K followers, 2428 engagements


"Testing link reach"  
[X Link](https://x.com/firstadopter/status/1978919546498261268) [@firstadopter](/creator/x/firstadopter) 2025-10-16T20:22Z 68.4K followers, 2768 engagements


"Ruh roh for AWS. New from @eugenekim222"  
[X Link](https://x.com/firstadopter/status/1978949233223877006) [@firstadopter](/creator/x/firstadopter) 2025-10-16T22:20Z 68.4K followers, 40.5K engagements


"Reminds me of when a CoreWeave cofounder told me: "were building the next AWS but for AI""  
[X Link](https://x.com/firstadopter/status/1978950256868905384) [@firstadopter](/creator/x/firstadopter) 2025-10-16T22:24Z 68.4K followers, 3094 engagements


"AI cloud business momo: CoreWeave crushing it Oracle crushing it Microsoft Azure crushing it AWS"  
[X Link](https://x.com/firstadopter/status/1978953175307596122) [@firstadopter](/creator/x/firstadopter) 2025-10-16T22:36Z 68.4K followers, 3207 engagements


"Papa Jensen 🧐 and AWS"  
[X Link](https://x.com/firstadopter/status/1978953899999375502) [@firstadopter](/creator/x/firstadopter) 2025-10-16T22:39Z 68.4K followers, 2668 engagements


""Battlefield X delivered a huge opening week across Europe beating launch sales of Call of Duty: Black Ops X and EA Sports FC XX (GSD data combining physical + digital sales).""  
[X Link](https://x.com/firstadopter/status/1979241689215541630) [@firstadopter](/creator/x/firstadopter) 2025-10-17T17:42Z 68.4K followers, 1758 engagements


"Risking American lives (air traffic control) and long term national security (maintenance of our nuclear arsenal) for political theater (we know the shutdown will end) has to be one of the dumbest things ever. I think voters from both parties can agree on this"  
[X Link](https://x.com/firstadopter/status/1979265852693451167) [@firstadopter](/creator/x/firstadopter) 2025-10-17T19:18Z 68.4K followers, 6261 engagements


"On Monday OpenAI and Broadcom announced a "strategic collaboration" to develop and deploy XX gigawatts of custom artificial-intelligence accelerators. They will begin deploying the systems in the second half of 2026 and complete the deployments in 2029. No financial terms were disclosed. Broadcom President Charlie Kawwas was on CNBC: "I would love to take a $XX billion purchase order P.O. from my good friend OpenAI Greg. He has not given me that P.O. yet" AMD management said they expect THEIR X gigawatt OpenAI partnership will enable the company to eventually generate tens of billions of"  
[X Link](https://x.com/firstadopter/status/1979610466822312228) [@firstadopter](/creator/x/firstadopter) 2025-10-18T18:08Z 68.4K followers, 1542 engagements


"On Monday Sam Altman said on OpenAI podcast they will have a little more than X gigawatts capacity at year end but he believes with current AI models they can "saturate" XX gigawatts of demand"  
[X Link](https://x.com/firstadopter/status/1979610856225951806) [@firstadopter](/creator/x/firstadopter) 2025-10-18T18:09Z 68.4K followers, 1604 engagements


"On Tuesday Oracle and AMD announced an expanded partnership that will see Oracle deploy 50000 MI450 GPUs starting in the third quarter of 2026. Further validation AMD's first rack scale "Helios" AI servers may be more competitive next year against Nvidia"  
[X Link](https://x.com/firstadopter/status/1979612220465311910) [@firstadopter](/creator/x/firstadopter) 2025-10-18T18:15Z 68.4K followers, 1436 engagements


"Check out new great reporting from @eugenekim22 saying internal documents from Amazon show AI startups are diversifying their cloud spending away from AWS to new AI cloud suppliers. A must read. All eyes on AWS growth rate and AWS future growth outlook on Amazon's next earnings call"  
[X Link](https://x.com/firstadopter/status/1979615770133856563) [@firstadopter](/creator/x/firstadopter) 2025-10-18T18:29Z 68.4K followers, 1323 engagements


"@scottgu EA announced Battlefield X sold over X million copies in three days blowing away Wall Street estimates (which I predicted pre-launch). Great news for Silverlake and Saudia Arabia"  
[X Link](https://x.com/firstadopter/status/1979616580389802147) [@firstadopter](/creator/x/firstadopter) 2025-10-18T18:32Z 68.4K followers, 1525 engagements


"@scottgu "NVIDIA founder and CEO Jensen Huang today visited TSMCs semiconductor manufacturing facility in Phoenix to celebrate the first NVIDIA Blackwell wafer produced on U.S. soil representing that Blackwell has reached volume production.""  
[X Link](https://x.com/firstadopter/status/1979617028437668218) [@firstadopter](/creator/x/firstadopter) 2025-10-18T18:34Z 68.4K followers, 1227 engagements


"If Shohei Ohtani had chosen the Yankees in free agency would the Yankees be winning World Series titles 😩"  
[X Link](https://x.com/firstadopter/status/1979643488561176810) [@firstadopter](/creator/x/firstadopter) 2025-10-18T20:19Z 68.4K followers, 3308 engagements


"The funniest thing is once you correct the numbers to per X GPU breakeven cost (57 cents per hour) it makes the GPU economics for the A100 EXTREMELY profitable for the GPU buyers which is exactly what CoreWeave has been saying about the older GPUs"  
[X Link](https://x.com/firstadopter/status/1980044144627400830) [@firstadopter](/creator/x/firstadopter) 2025-10-19T22:51Z 68.4K followers, 3903 engagements