[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.] #  @firstadopter tae kim tae kim posts on X about ai, $googl, open ai, supercycle the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXXXX engagements in the last XX hours. ### Engagements: XXXXXXX [#](/creator/twitter::16598957/interactions)  - X Week XXXXXXX -XX% - X Month XXXXXXXXX +104% - X Months XXXXXXXXXX +303% - X Year XXXXXXXXXX +136% ### Mentions: XX [#](/creator/twitter::16598957/posts_active)  - X Week XX -XX% - X Month XXX +66% - X Months XXXXX +158% - X Year XXXXX +71% ### Followers: XXXXXX [#](/creator/twitter::16598957/followers)  - X Week XXXXXX +0.83% - X Month XXXXXX +10% - X Months XXXXXX +18% - X Year XXXXXX +28% ### CreatorRank: XXXXXXX [#](/creator/twitter::16598957/influencer_rank)  ### Social Influence **Social category influence** [technology brands](/list/technology-brands) #6918 [stocks](/list/stocks) #1231 [finance](/list/finance) #2176 [gaming](/list/gaming) #5912 [countries](/list/countries) XXXX% [products](/list/products) XXXX% **Social topic influence** [ai](/topic/ai) #2558, [$googl](/topic/$googl) #746, [open ai](/topic/open-ai) #90, [supercycle](/topic/supercycle) #46, [bullish](/topic/bullish) 2.15%, [if you](/topic/if-you) 2.15%, [china](/topic/china) #1587, [microsoft](/topic/microsoft) #32, [call of duty](/topic/call-of-duty) 1.08%, [tru](/topic/tru) XXXX% **Top accounts mentioned or mentioned by** [@tbpn](/creator/undefined) [@luxsingularity](/creator/undefined) [@michaeljburry](/creator/undefined) [@amit_milehigh](/creator/undefined) [@sfbaykl](/creator/undefined) [@remindme_ofthis](/creator/undefined) [@accrued_int](/creator/undefined) [@jeffdean](/creator/undefined) [@tofdaj](/creator/undefined) [@digvan](/creator/undefined) [@milwmonstrosity](/creator/undefined) [@insaneanalyst](/creator/undefined) [@kellycnbc](/creator/undefined) [@tvgrimreaper](/creator/undefined) [@cnbc](/creator/undefined) [@thebuoyantman](/creator/undefined) [@obsidiancap1](/creator/undefined) [@glassh_research](/creator/undefined) [@enoughbllst](/creator/undefined) [@jeffw008](/creator/undefined) **Top assets mentioned** [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Microsoft Corp. (MSFT)](/topic/microsoft) [BlackBerry Limited (BB)](/topic/blackberry) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Dell Technologies, Inc. (DELL)](/topic/dell) [Uber Technologies, Inc. (UBER)](/topic/$uber) ### Top Social Posts Top posts by engagements in the last XX hours "Now that its obvious Call of Duty Black Ops X is a complete and utter disaster doing untold damage to the franchise we can stand in awe of how Bobby Kotick perfectly timed the sale of Activision Blizzard right when the COD commercially peaked" [X Link](https://x.com/firstadopter/status/1990239217784610844) 2025-11-17T02:03Z 77.3K followers, 6104 engagements "lol. tru tru On Google/TPU vs Nvidia/GPU: "Nothin from the engineering side has changed. But the vibes have shifted to a much stupider regime . Sometimes trading is not about being right. Its about realizing when many people are wrong and engage in stupidity echo chamber." - @insane_analyst" [X Link](https://x.com/firstadopter/status/1994512930339963003) 2025-11-28T21:05Z 77.1K followers, 17.8K engagements "People called me an idiot for my bullish calls on Nvidia and Vertiv two years ago. Both stocks quadrupled. People called me an idiot for saying the DeepSeek narrative that sparked a $X trillion sell-off was false and misleading. I was proven right. People called me an idiot for being bullish on Credo in August. The stock has doubled. People called me an idiot for saying Battlefield would outsell Call of Duty for the first time ever. It did. People called me an idiot for saying Switch X will be a blockbuster success even with its higher pricing. It was. Now people are calling me an idiot on" [X Link](https://x.com/firstadopter/status/1995622055052550577) 2025-12-01T22:32Z 77.1K followers, 422.8K engagements "What a whirlwind of a vacation week: -Went on @cnbc to talk GPUs vs. TPUs -Went on @tbpn to talk about the Nvidia NVL72 supercycle -Went on @CNBCi Squawk Box Asia to talk about AI bubble fears -Michael Burry said THE NVIDIA WAY is "excellent" -Asked the first live press Q&A question to Jensen on Synopsus deal -Had a great time doing a book talk and signing @koreasociety That doesn't sound like a vacation Work is fun. Work is relaxing as a certain leather jacket wearing person would say" [X Link](https://x.com/firstadopter/status/1997057249185833326) 2025-12-05T21:35Z 77.1K followers, 8401 engagements "My god this interview. Incredible negative bias false "sound smart" analogies and a preconceived agenda intermittently filled with statistics to make it seem true" [X Link](https://x.com/firstadopter/status/1997735554654638415) 2025-12-07T18:30Z 77.3K followers, 15K engagements ""The best of days are ahead of us. I don't have to work." "This is the one decade I will not miss" "I don't want to miss that. This is the best of times." - Jensen Huang at CSIS" [X Link](https://x.com/firstadopter/status/1996396781954064613) 2025-12-04T01:50Z 77.6K followers, 18.3K engagements "Tim Cook says "thank you" eight times in less than two minutes. Incredible" [X Link](https://x.com/firstadopter/status/1964014032039428319) 2025-09-05T17:13Z 77.7K followers, 6.6M engagements "How can OpenAI with $XX billion in revenues make $XXX trillion of spend commitments (Source: @BG2Pod ) Sam Altman: First of all. Were doing well more revenue than that. Second of all Brad if you want to sell your shares I'll find you a buyer. I just enough. I think there's a lot of people who would love to buy OpenAI shares. I think people who talk with a lot of breathless concern about our compute stuff or whatever that would be thrilled to buy shares. So I think we could sell your shares or anybody else's to some of the people who are making the most noise on Twitter about this very" [X Link](https://x.com/firstadopter/status/1984662270551494749) 2025-11-01T16:42Z 77.7K followers, 1.6M engagements "Some of the best stuff on the internet is on Reddit" [X Link](https://x.com/firstadopter/status/1994827771554787585) 2025-11-29T17:56Z 77.7K followers, 356.3K engagements "Here's what's going to happen from here: -Nvidia will report blowout numbers the next several quarters on the NVL72 product supercycle (a step function up in capability with XX GPUs in one AI server versus X GPUs). It will become one of the largest cycles in technology history akin to the iPhone versus Blackberry. The clear signs are there in the latest quarter with Nvidia posting its first accelerating revenue growth in two years and triple-digit networking segment growth. -Google TPUs will be less than XX% of the market for the next few years as the major hyperscaler buyers don't want to" [X Link](https://x.com/firstadopter/status/1995191128321048784) 2025-11-30T18:00Z 77.7K followers, 943.6K engagements "The OpenAI and Anthropic IPOs are going to be insane. "The start-up led by chief executive Dario Amodei had also discussed a potential IPO with big investment banks according to multiple people with knowledge of those talks"" [X Link](https://x.com/firstadopter/status/1996044679604044015) 2025-12-03T02:31Z 77.7K followers, 41.9K engagements "I was on @CNBC yesterday to debate Nvidia GPUs vs. Google TPUs. It was a blast. Thank you @CNBC and @KellyCNBC for having me on again" [X Link](https://x.com/firstadopter/status/1996213964795937227) 2025-12-03T13:44Z 77.7K followers, 61.9K engagements "Nvidia AI server maker Foxconn's monthly revenue growth accelerates. Foxconn cites AI server momentum. I've been pounding the table on the Nvidia NVL72 AI server supercycle. It's happening. "AI server rack shipments continue to ramp up . The visibility for the fourth quarter is better than last month"" [X Link](https://x.com/firstadopter/status/1996978122638463036) 2025-12-05T16:21Z 77.7K followers, 16.6K engagements "Read my lips. Nvidia NVL72 supercycle" [X Link](https://x.com/firstadopter/status/1998207708038840509) 2025-12-09T01:46Z 77.7K followers, 40.4K engagements "Jensen is going to be right about Google and Broadcom. SemiAnalysis channel checks show it has already started" [X Link](https://x.com/firstadopter/status/1998379672405741768) 2025-12-09T13:10Z 77.7K followers, 90.6K engagements "Philip Rivers has XX kids" [X Link](https://x.com/firstadopter/status/1998464049860788563) 2025-12-09T18:45Z 77.7K followers, 4711 engagements "Were so back" [X Link](https://x.com/firstadopter/status/1998725355985866963) 2025-12-10T12:03Z 77.7K followers, 28.2K engagements "I wish there was a way to ex-out Nano Banana figurine and Studio Ghibli viral fad usage from the numbers" [X Link](https://x.com/firstadopter/status/1998798298073936190) 2025-12-10T16:53Z 77.7K followers, 4760 engagements "@ShortSeller" [X Link](https://x.com/firstadopter/status/1998896698190647304) 2025-12-10T23:24Z 77.7K followers, 3258 engagements "I must have missed the memo" [X Link](https://x.com/firstadopter/status/1998922363346518480) 2025-12-11T01:06Z 77.7K followers, 17.2K engagements "@Amit_MileHigh Its just not in the top X like last two years" [X Link](https://x.com/firstadopter/status/1998923237221335376) 2025-12-11T01:10Z 77.7K followers, XXX engagements "BofA hosts Nvidia IR: While Google Gemini X is a top LLM today and is trained on the TPU NVDA believes it is too early to call out a winner. Importantly the current GPU-based LLMs available were all trained on old Hopper products and are incomparable with the upcoming LLMs trained on Blackwell GPUs. These Blackwell-based models should begin to roll out starting early 2026 by the time when NVDA believes it would be clear that they are at least a full generation ahead of competition" [X Link](https://x.com/firstadopter/status/1999081767471292778) 2025-12-11T11:40Z 77.7K followers, 11.3K engagements "Blackwell NVL72 was a difficult transition because it is much more complicated (and performant). 5000 cables hundreds of thousands of parts XX GPUs vs. X GPUs. Took longer time for large clusters to go live (October for Microsoft). Im more focused on OpenAI than xAI (not much go to market there yet)" [X Link](https://x.com/firstadopter/status/1999090334735753707) 2025-12-11T12:14Z 77.7K followers, XXX engagements "@ROICinvestor You have to go for the NVL72 superclusters (100000+) to get big step function benefits. Only recently deployed. Might as well do training on the superclusters. Hopper is refined and bugs ironed out for smaller sizes" [X Link](https://x.com/firstadopter/status/1999092977386549448) 2025-12-11T12:24Z 77.7K followers, XXX engagements "Nvidia Says Its Not Enron in Private Memo Refuting Accounting Questions" [X Link](https://x.com/firstadopter/status/1993033645951795458) 2025-11-24T19:07Z 77.7K followers, 1.1M engagements "Nvidia should have published this in an 8-K filing instead of just emailing a memo to Wall Street sell-side analysts" [X Link](https://x.com/firstadopter/status/1993077524813980131) 2025-11-24T22:01Z 77.7K followers, 633K engagements "Former Google CEO Eric Schmidt on why AI is "not a bubble. If anything it is underhyped"" [X Link](https://x.com/firstadopter/status/1997870234007380083) 2025-12-08T03:25Z 77.7K followers, 47.4K engagements "The conspiracy of the day. 🤦♂ If you actually read the footnote its actually X million GPU packages shipped (2 GPU dies per GPU) not X million. Yes things are going to get confusing when NVL144 comes out when it is the same as NVL72. Its just a change of nomenclature" [X Link](https://x.com/firstadopter/status/1998065323665207497) 2025-12-08T16:21Z 77.7K followers, 19.4K engagements "I know nuance is difficult for people who know little to nothing about technology but selling GPUs one or two generations behind to China is the smartest long term strategy for U.S. economic and national security. Read below" [X Link](https://x.com/firstadopter/status/1998745344176206145) 2025-12-10T13:23Z 77.7K followers, 12.3K engagements "lol "Remaining Performance Obligations (RPO) increased by $XX billion in Q2up XX% sequentially to $XXX billionhighlighted by new commitments from Meta NVIDIA and others"" [X Link](https://x.com/firstadopter/status/1998864239151505610) 2025-12-10T21:15Z 77.7K followers, 20.5K engagements "My top X stock ideas for 2026: Microsoft Dell and Nintendo. Im also extremely bullish on OpenAI and AI enterprise adoption" [X Link](https://x.com/firstadopter/status/1998872681169694779) 2025-12-10T21:49Z 77.7K followers, 119.3K engagements "@appenz Is it a lot cheaper than Uber" [X Link](https://x.com/firstadopter/status/1999099741179662447) 2025-12-11T12:51Z 77.7K followers, 4246 engagements "@theBuoyantMan And this one:" [X Link](https://x.com/firstadopter/status/1999164589166973370) 2025-12-11T17:09Z 77.7K followers, XX 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.]
@firstadopter tae kim
tae kim posts on X about ai, $googl, open ai, supercycle the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXXXX engagements in the last XX hours.
Engagements: XXXXXXX #
- X Week XXXXXXX -XX%
- X Month XXXXXXXXX +104%
- X Months XXXXXXXXXX +303%
- X Year XXXXXXXXXX +136%
Mentions: XX #
- X Week XX -XX%
- X Month XXX +66%
- X Months XXXXX +158%
- X Year XXXXX +71%
Followers: XXXXXX #
- X Week XXXXXX +0.83%
- X Month XXXXXX +10%
- X Months XXXXXX +18%
- X Year XXXXXX +28%
CreatorRank: XXXXXXX #
Social Influence
Social category influence technology brands #6918 stocks #1231 finance #2176 gaming #5912 countries XXXX% products XXXX%
Social topic influence ai #2558, $googl #746, open ai #90, supercycle #46, bullish 2.15%, if you 2.15%, china #1587, microsoft #32, call of duty 1.08%, tru XXXX%
Top accounts mentioned or mentioned by @tbpn @luxsingularity @michaeljburry @amit_milehigh @sfbaykl @remindme_ofthis @accrued_int @jeffdean @tofdaj @digvan @milwmonstrosity @insaneanalyst @kellycnbc @tvgrimreaper @cnbc @thebuoyantman @obsidiancap1 @glassh_research @enoughbllst @jeffw008
Top assets mentioned Alphabet Inc Class A (GOOGL) Microsoft Corp. (MSFT) BlackBerry Limited (BB) NVIDIA Corp. (NVDA) Dell Technologies, Inc. (DELL) Uber Technologies, Inc. (UBER)
Top Social Posts
Top posts by engagements in the last XX hours
"Now that its obvious Call of Duty Black Ops X is a complete and utter disaster doing untold damage to the franchise we can stand in awe of how Bobby Kotick perfectly timed the sale of Activision Blizzard right when the COD commercially peaked"
X Link 2025-11-17T02:03Z 77.3K followers, 6104 engagements
"lol. tru tru On Google/TPU vs Nvidia/GPU: "Nothin from the engineering side has changed. But the vibes have shifted to a much stupider regime . Sometimes trading is not about being right. Its about realizing when many people are wrong and engage in stupidity echo chamber." - @insane_analyst"
X Link 2025-11-28T21:05Z 77.1K followers, 17.8K engagements
"People called me an idiot for my bullish calls on Nvidia and Vertiv two years ago. Both stocks quadrupled. People called me an idiot for saying the DeepSeek narrative that sparked a $X trillion sell-off was false and misleading. I was proven right. People called me an idiot for being bullish on Credo in August. The stock has doubled. People called me an idiot for saying Battlefield would outsell Call of Duty for the first time ever. It did. People called me an idiot for saying Switch X will be a blockbuster success even with its higher pricing. It was. Now people are calling me an idiot on"
X Link 2025-12-01T22:32Z 77.1K followers, 422.8K engagements
"What a whirlwind of a vacation week: -Went on @cnbc to talk GPUs vs. TPUs -Went on @tbpn to talk about the Nvidia NVL72 supercycle -Went on @CNBCi Squawk Box Asia to talk about AI bubble fears -Michael Burry said THE NVIDIA WAY is "excellent" -Asked the first live press Q&A question to Jensen on Synopsus deal -Had a great time doing a book talk and signing @koreasociety That doesn't sound like a vacation Work is fun. Work is relaxing as a certain leather jacket wearing person would say"
X Link 2025-12-05T21:35Z 77.1K followers, 8401 engagements
"My god this interview. Incredible negative bias false "sound smart" analogies and a preconceived agenda intermittently filled with statistics to make it seem true"
X Link 2025-12-07T18:30Z 77.3K followers, 15K engagements
""The best of days are ahead of us. I don't have to work." "This is the one decade I will not miss" "I don't want to miss that. This is the best of times." - Jensen Huang at CSIS"
X Link 2025-12-04T01:50Z 77.6K followers, 18.3K engagements
"Tim Cook says "thank you" eight times in less than two minutes. Incredible"
X Link 2025-09-05T17:13Z 77.7K followers, 6.6M engagements
"How can OpenAI with $XX billion in revenues make $XXX trillion of spend commitments (Source: @BG2Pod ) Sam Altman: First of all. Were doing well more revenue than that. Second of all Brad if you want to sell your shares I'll find you a buyer. I just enough. I think there's a lot of people who would love to buy OpenAI shares. I think people who talk with a lot of breathless concern about our compute stuff or whatever that would be thrilled to buy shares. So I think we could sell your shares or anybody else's to some of the people who are making the most noise on Twitter about this very"
X Link 2025-11-01T16:42Z 77.7K followers, 1.6M engagements
"Some of the best stuff on the internet is on Reddit"
X Link 2025-11-29T17:56Z 77.7K followers, 356.3K engagements
"Here's what's going to happen from here: -Nvidia will report blowout numbers the next several quarters on the NVL72 product supercycle (a step function up in capability with XX GPUs in one AI server versus X GPUs). It will become one of the largest cycles in technology history akin to the iPhone versus Blackberry. The clear signs are there in the latest quarter with Nvidia posting its first accelerating revenue growth in two years and triple-digit networking segment growth. -Google TPUs will be less than XX% of the market for the next few years as the major hyperscaler buyers don't want to"
X Link 2025-11-30T18:00Z 77.7K followers, 943.6K engagements
"The OpenAI and Anthropic IPOs are going to be insane. "The start-up led by chief executive Dario Amodei had also discussed a potential IPO with big investment banks according to multiple people with knowledge of those talks""
X Link 2025-12-03T02:31Z 77.7K followers, 41.9K engagements
"I was on @CNBC yesterday to debate Nvidia GPUs vs. Google TPUs. It was a blast. Thank you @CNBC and @KellyCNBC for having me on again"
X Link 2025-12-03T13:44Z 77.7K followers, 61.9K engagements
"Nvidia AI server maker Foxconn's monthly revenue growth accelerates. Foxconn cites AI server momentum. I've been pounding the table on the Nvidia NVL72 AI server supercycle. It's happening. "AI server rack shipments continue to ramp up . The visibility for the fourth quarter is better than last month""
X Link 2025-12-05T16:21Z 77.7K followers, 16.6K engagements
"Read my lips. Nvidia NVL72 supercycle"
X Link 2025-12-09T01:46Z 77.7K followers, 40.4K engagements
"Jensen is going to be right about Google and Broadcom. SemiAnalysis channel checks show it has already started"
X Link 2025-12-09T13:10Z 77.7K followers, 90.6K engagements
"Philip Rivers has XX kids"
X Link 2025-12-09T18:45Z 77.7K followers, 4711 engagements
"Were so back"
X Link 2025-12-10T12:03Z 77.7K followers, 28.2K engagements
"I wish there was a way to ex-out Nano Banana figurine and Studio Ghibli viral fad usage from the numbers"
X Link 2025-12-10T16:53Z 77.7K followers, 4760 engagements
"@ShortSeller"
X Link 2025-12-10T23:24Z 77.7K followers, 3258 engagements
"I must have missed the memo"
X Link 2025-12-11T01:06Z 77.7K followers, 17.2K engagements
"@Amit_MileHigh Its just not in the top X like last two years"
X Link 2025-12-11T01:10Z 77.7K followers, XXX engagements
"BofA hosts Nvidia IR: While Google Gemini X is a top LLM today and is trained on the TPU NVDA believes it is too early to call out a winner. Importantly the current GPU-based LLMs available were all trained on old Hopper products and are incomparable with the upcoming LLMs trained on Blackwell GPUs. These Blackwell-based models should begin to roll out starting early 2026 by the time when NVDA believes it would be clear that they are at least a full generation ahead of competition"
X Link 2025-12-11T11:40Z 77.7K followers, 11.3K engagements
"Blackwell NVL72 was a difficult transition because it is much more complicated (and performant). 5000 cables hundreds of thousands of parts XX GPUs vs. X GPUs. Took longer time for large clusters to go live (October for Microsoft). Im more focused on OpenAI than xAI (not much go to market there yet)"
X Link 2025-12-11T12:14Z 77.7K followers, XXX engagements
"@ROICinvestor You have to go for the NVL72 superclusters (100000+) to get big step function benefits. Only recently deployed. Might as well do training on the superclusters. Hopper is refined and bugs ironed out for smaller sizes"
X Link 2025-12-11T12:24Z 77.7K followers, XXX engagements
"Nvidia Says Its Not Enron in Private Memo Refuting Accounting Questions"
X Link 2025-11-24T19:07Z 77.7K followers, 1.1M engagements
"Nvidia should have published this in an 8-K filing instead of just emailing a memo to Wall Street sell-side analysts"
X Link 2025-11-24T22:01Z 77.7K followers, 633K engagements
"Former Google CEO Eric Schmidt on why AI is "not a bubble. If anything it is underhyped""
X Link 2025-12-08T03:25Z 77.7K followers, 47.4K engagements
"The conspiracy of the day. 🤦♂ If you actually read the footnote its actually X million GPU packages shipped (2 GPU dies per GPU) not X million. Yes things are going to get confusing when NVL144 comes out when it is the same as NVL72. Its just a change of nomenclature"
X Link 2025-12-08T16:21Z 77.7K followers, 19.4K engagements
"I know nuance is difficult for people who know little to nothing about technology but selling GPUs one or two generations behind to China is the smartest long term strategy for U.S. economic and national security. Read below"
X Link 2025-12-10T13:23Z 77.7K followers, 12.3K engagements
"lol "Remaining Performance Obligations (RPO) increased by $XX billion in Q2up XX% sequentially to $XXX billionhighlighted by new commitments from Meta NVIDIA and others""
X Link 2025-12-10T21:15Z 77.7K followers, 20.5K engagements
"My top X stock ideas for 2026: Microsoft Dell and Nintendo. Im also extremely bullish on OpenAI and AI enterprise adoption"
X Link 2025-12-10T21:49Z 77.7K followers, 119.3K engagements
"@appenz Is it a lot cheaper than Uber"
X Link 2025-12-11T12:51Z 77.7K followers, 4246 engagements
"@theBuoyantMan And this one:"
X Link 2025-12-11T17:09Z 77.7K followers, XX engagements