#  @firstadopter tae kim tae kim posts on X about ai, anthropic, in the, ceo the most. They currently have [------] followers and [---] posts still getting attention that total [-------] engagements in the last [--] hours. ### Engagements: [-------] [#](/creator/twitter::16598957/interactions)  - [--] Week [---------] -3.90% - [--] Month [---------] +58% - [--] Months [----------] +127% - [--] Year [----------] +165% ### Mentions: [---] [#](/creator/twitter::16598957/posts_active)  - [--] Week [---] +17% - [--] Month [---] -46% - [--] Months [-----] +388% - [--] Year [-----] +177% ### Followers: [------] [#](/creator/twitter::16598957/followers)  - [--] Week [------] +0.73% - [--] Month [------] +3.10% - [--] Months [------] +24% - [--] Year [------] +30% ### CreatorRank: [------] [#](/creator/twitter::16598957/influencer_rank)  ### Social Influence **Social category influence** [technology brands](/list/technology-brands) #3323 [stocks](/list/stocks) #594 [finance](/list/finance) #1794 [countries](/list/countries) 3.34% [social networks](/list/social-networks) 2.01% [cryptocurrencies](/list/cryptocurrencies) 1.34% [products](/list/products) 1.34% [gaming](/list/gaming) 1.34% [celebrities](/list/celebrities) 0.67% [automotive brands](/list/automotive-brands) 0.67% **Social topic influence** [ai](/topic/ai) #3203, [anthropic](/topic/anthropic) #42, [in the](/topic/in-the) 7.02%, [ceo](/topic/ceo) #262, [open ai](/topic/open-ai) #161, [bullish](/topic/bullish) #321, [$nvda](/topic/$nvda) #16, [stocks](/topic/stocks) #266, [$googl](/topic/$googl) 3.34%, [investment](/topic/investment) #171 **Top accounts mentioned or mentioned by** [@william_r2rclub](/creator/undefined) [@flagspotting2](/creator/undefined) [@moatsandboats](/creator/undefined) [@majorocelot45](/creator/undefined) [@jezcorden](/creator/undefined) [@dwarkeshsp](/creator/undefined) [@futureman1977](/creator/undefined) [@dissectmarkets](/creator/undefined) [@itzarjun](/creator/undefined) [@willdepue](/creator/undefined) [@marcuswerther](/creator/undefined) [@placigyunv6567](/creator/undefined) [@capitanojacko](/creator/undefined) [@jjames604](/creator/undefined) [@michaeljburry](/creator/undefined) [@evrgn11112231](/creator/undefined) [@fatfire74](/creator/undefined) [@ddblakefischer](/creator/undefined) [@jukan05](/creator/undefined) [@openai](/creator/undefined) **Top assets mentioned** [NVIDIA Corp. (NVDA)](/topic/$nvda) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Microsoft Corp. (MSFT)](/topic/microsoft) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Texas Instruments (TXN)](/topic/texas-instruments) [Bitcoin (BTC)](/topic/bitcoin) [S&P Global Inc (SPGI)](/topic/$spgi) [Moody's Corporation (MCO)](/topic/$mco) [Metadium (META)](/topic/$meta) [BlackRock Inc (BLK)](/topic/blackrock) ### Top Social Posts Top posts by engagements in the last [--] hours "@JezCorden If only if there was another studio owned by Microsoft that has successfully made an amazing and successful Fallout game" [X Link](https://x.com/anyuser/status/1773499769471508629) 2024-03-28T23:57Z 83.5K followers, 20.6K engagements "Read my lips. Nvidia NVL72 supercycle. Three top AI server makers Wistron Quanta and Wiwynn all reported record high monthly sales for November media report as shipments of servers based on Nvidia Blackwell Ultra Google TPUs AWS Trainium chips etc. ramp up: -Wistron NT$280.6 billion (US$9.2 billion) up 195% Three top AI server makers Wistron Quanta and Wiwynn all reported record high monthly sales for November media report as shipments of servers based on Nvidia Blackwell Ultra Google TPUs AWS Trainium chips etc. ramp up: -Wistron NT$280.6 billion (US$9.2 billion) up 195%" [X Link](https://x.com/firstadopter/status/1998207708038840509) 2025-12-09T01:46Z 83.5K followers, 40.6K engagements "Read my lips. Nvidia NVL72 supercycle Taiwan electronics assembly giant Pegatron forecast triple-digit growth for its AI server business this year led by shipments of Nvidia GB200 and GB300-based servers as well as some ASIC-based servers media report citing Pegatron executives at their year-end banquet. 1/2 $NVDA Taiwan electronics assembly giant Pegatron forecast triple-digit growth for its AI server business this year led by shipments of Nvidia GB200 and GB300-based servers as well as some ASIC-based servers media report citing Pegatron executives at their year-end banquet. 1/2 $NVDA" [X Link](https://x.com/firstadopter/status/2015064046672740833) 2026-01-24T14:08Z 83.4K followers, 28.8K engagements "Michael Burry owns Gamestop "I own GME. I have been buying recently. I expect I am buying at what may soon be 1x tangible book value / 1x net asset value. And getting a young Ryan Cohen investing and deploying the companys capital and cash flows. Perhaps for the next [--] years." - @michaeljburry https://twitter.com/i/web/status/2015830357484929510 https://twitter.com/i/web/status/2015830357484929510" [X Link](https://x.com/firstadopter/status/2015830357484929510) 2026-01-26T16:53Z 83.1K followers, 12.1K engagements "Y'all are too negative on MediaTek. They know how to do chip design" [X Link](https://x.com/firstadopter/status/2015951292351312309) 2026-01-27T00:53Z 83.2K followers, 20.3K engagements "Fun fact. MediaTek CEO Rick Tsai was the Nvidia relationship manager for TSMC during the early years Y'all are too negative on MediaTek. They know how to do chip design Y'all are too negative on MediaTek. They know how to do chip design" [X Link](https://x.com/firstadopter/status/2015952294848721143) 2026-01-27T00:57Z 83.2K followers, 12.2K engagements "Fascinating how EEM Emerging Markets ETF has transformed into an Asia tech fund" [X Link](https://x.com/firstadopter/status/2016189124185567624) 2026-01-27T16:38Z 83.3K followers, 10.2K engagements "Chip business is so on 🔥🔥🔥 even Texas Instruments is seeing it Texas Instruments saw order strength improve through the December quarter with continued industrial recovery and a robust data center market. Giddyap https://t.co/af5WosGEC3 Texas Instruments saw order strength improve through the December quarter with continued industrial recovery and a robust data center market. Giddyap https://t.co/af5WosGEC3" [X Link](https://x.com/firstadopter/status/2016268890326569219) 2026-01-27T21:55Z 83.5K followers, [----] engagements "Originally was supposed to come out last year I believe. Dunno what caused the delay Nvidias new N1 and N1X chips will soon be out in consumer laptops from Dell and Lenovo media report noting the Arm-based chips with integrated Nvidia RTX-series (Blackwell) GPUs are made for Windows-on-Arm laptops. The chips are co-developed with Taiwans MediaTek and built Nvidias new N1 and N1X chips will soon be out in consumer laptops from Dell and Lenovo media report noting the Arm-based chips with integrated Nvidia RTX-series (Blackwell) GPUs are made for Windows-on-Arm laptops. The chips are" [X Link](https://x.com/firstadopter/status/2016324110331122147) 2026-01-28T01:35Z 83.1K followers, 11.8K engagements "How come nearly every Mag [--] is repeatedly doing layoffs while Nvidia is hiring like mad 🤔" [X Link](https://x.com/firstadopter/status/2016332372325585359) 2026-01-28T02:07Z 83.1K followers, 21.1K engagements "JPM credit card spending is accelerating: Total spending growth for Jan. has accelerated vs. Dec. January total spending is up 4.7% Y/Y through January [--] above Decembers figure of 2.8%. as consumer confidence plunges Somebody make it make sense" [X Link](https://x.com/firstadopter/status/2016609360621732254) 2026-01-28T20:28Z 83.4K followers, 17.8K engagements "Meta raised [----] capex guide to $115-135 billion versus $111 billion Wall Street estimate. Obviously this is bullish for Nvidia" [X Link](https://x.com/firstadopter/status/2016627080222396885) 2026-01-28T21:38Z 83.1K followers, [----] engagements "The problem with SaaS software is that any stock with decent 20%+ growth trades at a gazillion times earnings or free cash flow. And then you look at the top chip-related stocks with dominant durable proprietary competitive advantages like NVDA ASML TSM and go hmmph" [X Link](https://x.com/firstadopter/status/2017260149405053121) 2026-01-30T15:34Z 83.4K followers, 88.7K engagements "This is actually bullish for videogame developers not bearish but y'all are too dumb to see it Introducing Project Genie: An experimental research prototype powered by Genie [--] our world model that lets you prompt an interactive world into existence and then step inside 🌎 https://t.co/Zn84k0iJ48 Introducing Project Genie: An experimental research prototype powered by Genie [--] our world model that lets you prompt an interactive world into existence and then step inside 🌎 https://t.co/Zn84k0iJ48" [X Link](https://x.com/firstadopter/status/2017260563768782948) 2026-01-30T15:36Z 83.3K followers, 35.4K engagements "Kevin Warsh in November [----] seems to say he doesn't like QE and wants QT: "Second inflation is a choice and the Feds track record under Chairman Jerome Powell is one of unwise choices. The Fed should re-examine its great mistakes that led to the great inflation. It should abandon the dogma that inflation is caused when the economy grows too much and workers get paid too much. Inflation is caused when government spends too much and prints too much. Money on Wall Street is too easy and credit on Main Street is too tight. The Feds bloated balance sheet designed to support the biggest firms in a" [X Link](https://x.com/firstadopter/status/2017304067647934815) 2026-01-30T18:29Z 83.2K followers, 22K engagements "The delay in finalizing after the $100 billion letter of intent announcement spoke volumes. The AMD deal probably didnt help either but I still expect some kind of large equity investment" [X Link](https://x.com/firstadopter/status/2017390412118253908) 2026-01-31T00:12Z 83.5K followers, 11.2K engagements ""I must be in the front row" not rocket science but the supplier partner CEOs sitting closer to Jensen are the most important AI supply chain in one picture. https://t.co/ueTPDXnsRP AI supply chain in one picture. https://t.co/ueTPDXnsRP" [X Link](https://x.com/firstadopter/status/2017655651808260243) 2026-01-31T17:46Z 83.5K followers, 14.7K engagements "omg. are value stocks good now Kevin Warsh in November [----] seems to say he doesn't like QE and wants QT: "Second inflation is a choice and the Feds track record under Chairman Jerome Powell is one of unwise choices. The Fed should re-examine its great mistakes that led to the great inflation. It should Kevin Warsh in November [----] seems to say he doesn't like QE and wants QT: "Second inflation is a choice and the Feds track record under Chairman Jerome Powell is one of unwise choices. The Fed should re-examine its great mistakes that led to the great inflation. It should" [X Link](https://x.com/firstadopter/status/2017670314742731025) 2026-01-31T18:44Z 83.5K followers, 27K engagements "@jasteinerman what's the point" [X Link](https://x.com/firstadopter/status/2017671102751707296) 2026-01-31T18:47Z 83.5K followers, [----] engagements "NVIDIA CEO Jensen Huang: "The entire supply chain is challenging this year because demand is so much more. The supply has been growing 100% every year but supply's demand is going faster than that. And so we're gonna have a very good year." $NVDA" [X Link](https://x.com/firstadopter/status/2017734781027471568) 2026-01-31T23:00Z 83.5K followers, 20.5K engagements "When asked about report that Jensen is not happy with OpenAI: That's nonsense. That's complete nonsense. We are going to make a huge investment in OpenAI - NVIDIA CEO Jensen Huang $NVDA I really love working with Sam We havent made the investment in them because they're closing their round. But we will definitely be involved in their next round. We will invest a great deal of money. Probably the largest investment we've ever made. https://twitter.com/i/web/status/2017738685458891064 https://twitter.com/i/web/status/2017738685458891064" [X Link](https://x.com/firstadopter/status/2017738685458891064) 2026-01-31T23:16Z 83.5K followers, 85.1K engagements "Look at the expression on Jensens face when a reporter asks if TSMC is going to make enough wafers for Nvidia this year. I'm not a CIA body language expert but GOOD LUCK to da bears. $NVDA Reporter: "Jensen will TSMC be supplying enough for you guys this year" Nvidia CEO Jensen Huang: "TSMC needs to work very hard this year because I need a lot of wafers and CoWoS this year. . So TSMC is doing an incredible job and they're working very very hard. We have a lot of demand this year." https://twitter.com/i/web/status/2017745147136774599 https://twitter.com/i/web/status/2017745147136774599" [X Link](https://x.com/firstadopter/status/2017745147136774599) 2026-01-31T23:41Z 83.5K followers, 403.1K engagements "@arthur0x I'm beginning to think he might have a stronger work ethic than other tech CEOs" [X Link](https://x.com/firstadopter/status/2017976746797052242) 2026-02-01T15:02Z 83.4K followers, [----] engagements "Warsh seems much smarter than Krugman. Lets hope he actually sticks to what he has said in speeches and writing when he becomes chair" [X Link](https://x.com/firstadopter/status/2018005906349256824) 2026-02-01T16:57Z 83.5K followers, [----] engagements "The Fed did the right thing using QE to fight the GFC. Then it did the wrong thing by continuing to use QE as a tool in non-crisis moments which directly led to the great inflation the most regressive tax in generations decimating the middle class and eroding the cost of living for lower-income households. https://twitter.com/i/web/status/2018007943334055961 https://twitter.com/i/web/status/2018007943334055961" [X Link](https://x.com/firstadopter/status/2018007943334055961) 2026-02-01T17:06Z 83.5K followers, [----] engagements "Dunno how anyone trades this @johnarnold" [X Link](https://x.com/firstadopter/status/2018109157312774604) 2026-02-01T23:48Z 83.5K followers, [----] engagements "There's alpha in reading my stuff and listening to my readers My astute readers already pointed out this slide in a recent Coatue presentation. Haha. CH Robinson and Rocket Mortgage. https://t.co/PgQCnVCu0i My astute readers already pointed out this slide in a recent Coatue presentation. Haha. CH Robinson and Rocket Mortgage. https://t.co/PgQCnVCu0i" [X Link](https://x.com/firstadopter/status/2018109932696969234) 2026-02-01T23:51Z 83.4K followers, 82.6K engagements "Kevin Warsh on the importance of stable prices: "Somehow after the great inflation that served many of us well wealthy owners of financial assets and did great harm to our fellow citizens barely a peep" from politicians. "Imagine we had had stable prices in the last five years like we did for most of the thirty years before it. Well there wouldn't really be much of a political fight to be had. Doing its job and having stable prices is the Fed's plot armor. It is how we can succeed and thrive." https://twitter.com/i/web/status/2018137391387574729" [X Link](https://x.com/firstadopter/status/2018137391387574729) 2026-02-02T01:40Z 83.5K followers, 13.4K engagements "You know what they say elevator up and jump out the window down Gold's shed $1000 from Thursday that is wild https://t.co/VhoeBBovco Gold's shed $1000 from Thursday that is wild https://t.co/VhoeBBovco" [X Link](https://x.com/firstadopter/status/2018179750896840913) 2026-02-02T04:28Z 83.4K followers, [----] engagements "Stocks down last week on dumb AI disruption vibes social media panic bouncing" [X Link](https://x.com/firstadopter/status/2018312033595179464) 2026-02-02T13:14Z 83.5K followers, [----] engagements "Dang maybe Google is getting disrupted after all BofA: "ChatGPT continues to be largest beneficiary in AI search. Search-oriented AI apps continue to gain in-app DAU % share against Google search app which excludes Safari & Siri. Google search app share now stands at 73.4% as of January [--] down from 87.5% back in January [--] and also down sequentially from 74.2% in December [--]. Gemini app share stands at 1.5% up m/m from 1.4% & up y/y from 0.2% in Jan [--]. ChatGPT continues to be the biggest beneficiary of the AI search dispersion with monthly revenue of over $240mn in January 26"" [X Link](https://x.com/firstadopter/status/2018340336397860969) 2026-02-02T15:06Z 83.5K followers, 68.1K engagements "I have a dream. That someday capital will flow away from nonsensical meme coins and grifty speculative assets with no intrinsic value. Instead it will flow toward profitable innovative companies with strong prospects to generate higher free cash flows and build durable competitive advantages. It will be a market that will facilitate rational capital formation and allocation where investors always conduct deep research to ensure stock prices accurately reflect the underlying fundamentals. Who is with me Kevin Warsh on what he's going to the Federal Reserve's $6 trillion+ balance sheet. He's" [X Link](https://x.com/firstadopter/status/2018346339713642514) 2026-02-02T15:30Z 83.5K followers, [----] engagements "Jensen is flying from Taiwan to Houston. Anyone know what he is doing in Houston" [X Link](https://x.com/firstadopter/status/2018349339387589094) 2026-02-02T15:42Z 83.4K followers, 24.8K engagements "@insane_analyst Remember Risk Level: Safe" [X Link](https://x.com/firstadopter/status/2018356684893139184) 2026-02-02T16:11Z 83.5K followers, [----] engagements "WSJ: "The average transaction price of a new car was $49466 in December [----] up from $40578 five years earlier according to Edmunds data." How does the average American afford a car This is ridiculous" [X Link](https://x.com/firstadopter/status/2018410766634737799) 2026-02-02T19:46Z 83.5K followers, [----] engagements "Why would you post this tweet below when you just got a solid large bond deal done Not a smart comms move 🤦♂ The NVIDIA-OpenAI deal has zero impact on our financial relationship with OpenAI. We remain highly confident in OpenAIs ability to raise funds and meet its commitments. The NVIDIA-OpenAI deal has zero impact on our financial relationship with OpenAI. We remain highly confident in OpenAIs ability to raise funds and meet its commitments" [X Link](https://x.com/firstadopter/status/2018423534205223162) 2026-02-02T20:37Z 83.4K followers, 17.1K engagements "If Elon merges SpaceX into Tesla does he get credit for hitting the overall market cap targets in his new Tesla comp plan" [X Link](https://x.com/firstadopter/status/2018504533979128127) 2026-02-03T01:59Z 83.5K followers, 199.6K engagements "Manufacturing non-HBM memory and flash is a solved problem. Only a matter of time. Do people remember that Apple was about to use a Chinese flash memory supplier for the iPhone three years ago but didnt because of politics China can make commodity memory chips. https://t.co/9YXzrFMFcj Do people remember that Apple was about to use a Chinese flash memory supplier for the iPhone three years ago but didnt because of politics China can make commodity memory chips. https://t.co/9YXzrFMFcj" [X Link](https://x.com/firstadopter/status/2018648246055518701) 2026-02-03T11:30Z 83.5K followers, 43.5K engagements "PayPal just can't beat the convenience of Apple Pay What I wrote about PayPal this past month in my Barron's Tech newsletter https://t.co/nPUDatpSFz What I wrote about PayPal this past month in my Barron's Tech newsletter https://t.co/nPUDatpSFz" [X Link](https://x.com/firstadopter/status/2018672108096618757) 2026-02-03T13:05Z 83.5K followers, 10.3K engagements "Yup Uh Switch 2s Holiday sucked and its a flop crowd looking awfully silly right about now. Nintendo well on pace to hit the 19m projection for the fiscal year. https://t.co/RpitiDJOze Uh Switch 2s Holiday sucked and its a flop crowd looking awfully silly right about now. Nintendo well on pace to hit the 19m projection for the fiscal year. https://t.co/RpitiDJOze" [X Link](https://x.com/firstadopter/status/2018694739562840506) 2026-02-03T14:35Z 83.4K followers, [----] engagements "@fute_nukem Do tell" [X Link](https://x.com/firstadopter/status/2018736400640655806) 2026-02-03T17:20Z 83.5K followers, 13.1K engagements "My favorite Charlie Munger story is how he read Barrons for [--] years and got only one investment idea from it. But that one idea eventually turned $6 million into $500 million" [X Link](https://x.com/firstadopter/status/2018737979158589616) 2026-02-03T17:26Z 83.5K followers, 83.4K engagements "@mark_dow I disagree and agree with Druck. His frameworks and theories (at least for behavioral macro investing) work" [X Link](https://x.com/firstadopter/status/2018747128189718583) 2026-02-03T18:03Z 83.4K followers, [----] engagements "Have you assessed the Anthropic-plugin Armageddon risk in your portfolio Merci Anthropic. https://t.co/2QAPPw1b9k Merci Anthropic. https://t.co/2QAPPw1b9k" [X Link](https://x.com/firstadopter/status/2018750645201715436) 2026-02-03T18:17Z 83.4K followers, 12.7K engagements "@LeylaKuni Do they own software" [X Link](https://x.com/firstadopter/status/2018778030018044274) 2026-02-03T20:06Z 83.4K followers, [----] engagements "Don't tell anyone but I think AI may help chipmakers design better performing chips faster Is that bad" [X Link](https://x.com/firstadopter/status/2018778703942111386) 2026-02-03T20:08Z 83.5K followers, [----] engagements "@evrgn11112231 But AI does not have the EUV internal handbooks and Carl Zeiss lens" [X Link](https://x.com/firstadopter/status/2018779953870029248) 2026-02-03T20:13Z 83.4K followers, [---] engagements "What's going on" [X Link](https://x.com/firstadopter/status/2018784663821840670) 2026-02-03T20:32Z 83.5K followers, 63.9K engagements "@Chris_Ciaccia Does this plugin have access to [---] billion Westlaw documents" [X Link](https://x.com/firstadopter/status/2018793026542592354) 2026-02-03T21:05Z 83.5K followers, [----] engagements "So much dumb stuff in the markets today. But you know what they say investors can stay dumb longer than you think (see the DeepSeek moment last year)" [X Link](https://x.com/firstadopter/status/2018821398136037452) 2026-02-03T22:58Z 83.4K followers, [----] engagements "I wonder who Intel's new GPU architect is Come on people. I literally posted it on my X feed this morning. 🤣 Fwiw Eric Demers also recently left Qualcomm for Intel. Eric is a legendary GPU architect who earlier in his career gave Nvidia a run for its money with the R300 nearly driving Nvidia into BK https://t.co/TJHQd4sqXF Fwiw Eric Demers also recently left Qualcomm for Intel. Eric is a legendary GPU architect who earlier in his career gave Nvidia a run for its money with the R300 nearly driving Nvidia into BK https://t.co/TJHQd4sqXF" [X Link](https://x.com/firstadopter/status/2018879078481461620) 2026-02-04T02:47Z 83.4K followers, 22.4K engagements "Super Micro's quarterly sales were up 123% year-over-year. Read my lips. Nvidia NVL72 supercycle. Nvidia AI server maker Super Micro posts a huge beat and raise But Tae you don't get it. Anthropic released a plugin that can do basic legal contract reviews https://t.co/kImfrdFANL Nvidia AI server maker Super Micro posts a huge beat and raise But Tae you don't get it. Anthropic released a plugin that can do basic legal contract reviews https://t.co/kImfrdFANL" [X Link](https://x.com/firstadopter/status/2018880985559883912) 2026-02-04T02:55Z 83.5K followers, 24.5K engagements "What the hell was the fuss about Lisa said MI450 is on track and for big volume in 2H" [X Link](https://x.com/firstadopter/status/2018891843279159322) 2026-02-04T03:38Z 83.4K followers, [----] engagements "1000000 people reading my stuff daily without even a one off viral post is pretty freaking amazing" [X Link](https://x.com/firstadopter/status/2018899802952769919) 2026-02-04T04:09Z 83.5K followers, [----] engagements "@atelicinvest All of the above" [X Link](https://x.com/firstadopter/status/2018903787688091897) 2026-02-04T04:25Z 83.4K followers, [---] engagements "So what's the current verdict for Claude in Excel The X vibes were super positive at first then got more skeptical. What is the net net right now" [X Link](https://x.com/firstadopter/status/2018909405090021604) 2026-02-04T04:48Z 83.4K followers, 13K engagements "@FatFIRE74 Worse. Management consultant ☠☠☠" [X Link](https://x.com/firstadopter/status/2018918321866035685) 2026-02-04T05:23Z 83.4K followers, [---] engagements "600000 views and it's 8am. Y'all are @x degens" [X Link](https://x.com/firstadopter/status/2019036019979600043) 2026-02-04T13:11Z 83.5K followers, [----] engagements "This is cope from Uber. I spent a week in SF last year and vastly preferred Waymo over Uber. Im now willing to pay a premium because it feels like and is a far safer experience. Waymo gonna crush everywhere. $UBER Q4 slide deck had some interesting slides on the AV opportunity: # Austin feels a bit peaky compared to most cities on the weekends but map this up against what I've put together and you see a world where AV fleet in Austin can likely double and cover the majority of https://t.co/eigbIVJ9yl $UBER Q4 slide deck had some interesting slides on the AV opportunity: # Austin feels a bit" [X Link](https://x.com/firstadopter/status/2019043776388562977) 2026-02-04T13:42Z 83.5K followers, 29K engagements "Alphabet raising capex spend for [----] to $175 billion-$185 billion versus $115.6 billion estimate. Giddyap Year of the horse $NVDA" [X Link](https://x.com/firstadopter/status/2019157633350107216) 2026-02-04T21:14Z 83.5K followers, 31.9K engagements ""I just want to say one word to you. Just one word. Semiconductors. There's a great future in semiconductors. Think about it. Will you think about it"" [X Link](https://x.com/firstadopter/status/2019177652117184930) 2026-02-04T22:34Z 83.4K followers, 10.6K engagements "Like Ive been pounding the table for past year the most profitable companies in human history are funding the AI infrastructure buildout. They have the money folks. Hyperscaler Capex for 2026: META: $125b ($70b) GOOG: $180b ($91b) AMZN: $175b ($125b) MSFT: $145b ($83b) ORCL: $55b ($35b) Total: $680b ($404b) Almost $300b or 1% of GDP growth in capex from just these five companies Hard to have a recession with that capex binge. Hyperscaler Capex for 2026: META: $125b ($70b) GOOG: $180b ($91b) AMZN: $175b ($125b) MSFT: $145b ($83b) ORCL: $55b ($35b) Total: $680b ($404b) Almost $300b or 1% of GDP" [X Link](https://x.com/firstadopter/status/2019195281041158649) 2026-02-04T23:44Z 83.4K followers, 32.4K engagements "@BrandonMChu Where is that" [X Link](https://x.com/firstadopter/status/2019197561480048688) 2026-02-04T23:53Z 83.4K followers, [----] engagements "What if I told you there might be a company that benefits from a massive AI infrastructure buildout war People telling you today is a great buying opportunity are not your friends. Sit down and run a DCF on 185B Capex for a company that made only 132B in profits in all of [----] This is existential levels of investment. Microsoft Amazon Google all want to capture the pie People telling you today is a great buying opportunity are not your friends. Sit down and run a DCF on 185B Capex for a company that made only 132B in profits in all of [----] This is existential levels of investment. Microsoft" [X Link](https://x.com/firstadopter/status/2019205331302379960) 2026-02-05T00:24Z 83.5K followers, 65.2K engagements "Wall Street market strategists quoted by mainstream financial media: Anthropic's legal plugin suggests the potential disruption for all knowledge work including rating agencies legal data bases and financial market information services is here We're doomed Dooooomed Bruh the plugin looks up the definition for NDA from Wikipedia. Wikipedia Lawyers will get fired for using this. Wall Street and media: Oh. We didn't try it or do any research at all. But stocks are down Stocks are down Run for your lives Just like DeepSeek last year Tuesday's market meltdown appears to have been sparked by a" [X Link](https://x.com/firstadopter/status/2019264920894722188) 2026-02-05T04:20Z 83.5K followers, 15.2K engagements "@davey_juice Not sure what's driving this selloff" [X Link](https://x.com/firstadopter/status/2019276365371937242) 2026-02-05T05:06Z 83.1K followers, [---] engagements "@DDBlakeFischer @jukan05 Dunno. Indiscriminate panic fear selling" [X Link](https://x.com/firstadopter/status/2019277324181729507) 2026-02-05T05:10Z 83.4K followers, [---] engagements "Can the quants and pods let us know when theyre done with the degross unwind so we can go back to fundamentals Thanks" [X Link](https://x.com/firstadopter/status/2019402718868320466) 2026-02-05T13:28Z 83.4K followers, 12.5K engagements "I was on an @OpenAI briefing call earlier this week with other reporters about OpenAI's new Enterprise platform for AI Agents called Frontier. Fascinating stuff. @fidjissimo OpenAI CEO of Applications Fidji Simo said she believes AI agents (AI coworkers) will be pervasive in the enterprise by year end. https://twitter.com/i/web/status/2019412420150649176 https://twitter.com/i/web/status/2019412420150649176" [X Link](https://x.com/firstadopter/status/2019412420150649176) 2026-02-05T14:06Z 83.4K followers, 24.6K engagements "Look I get it. Noone cares about fundamentals right now. But Nvidia AI server maker Foxconn's monthly revenue y/y growth accelerated AGAIN in January Read my lips. Nvidia NVL72 supercycle. Nvidia AI server maker Foxconn's monthly revenue growth accelerates AGAIN. Foxconn cites AI rack server momentum going into Q1. I've been pounding the table on the Nvidia NVL72 AI server supercycle. It's happening. https://t.co/tmKodNrrhR Read my lips. Nvidia NVL72 supercycle. Nvidia AI server maker Foxconn's monthly revenue growth accelerates AGAIN. Foxconn cites AI rack server momentum going into Q1. I've" [X Link](https://x.com/firstadopter/status/2019442176728477983) 2026-02-05T16:05Z 83.1K followers, 15.4K engagements "What outlet was first to publish the misleading narrative that Anthropic's super limited basic legal plugin is a game changer that may disrupt all software without even doing any research on it and then sparking widespread investor panic We should call them out and shame them" [X Link](https://x.com/firstadopter/status/2019476036342186043) 2026-02-05T18:19Z 83.5K followers, 19K engagements "I mean Opus [---] isn't terrible but it is still using unreliable web data pulled from Yahoo Finance and random websites. There is no way this replaces FactSet (FDS stock down 7% on dumb media pieces again today)" [X Link](https://x.com/firstadopter/status/2019498688452665542) 2026-02-05T19:49Z 83.5K followers, 35K engagements "Amazon raising capex spend for [----] to $200 billion versus $146.6 billion estimate. Giddyap Year of the horse $NVDA Alphabet raising capex spend for [----] to $175 billion-$185 billion versus $115.6 billion estimate. Giddyap Year of the horse $NVDA Alphabet raising capex spend for [----] to $175 billion-$185 billion versus $115.6 billion estimate. Giddyap Year of the horse $NVDA" [X Link](https://x.com/firstadopter/status/2019521951371575408) 2026-02-05T21:22Z 83.1K followers, 11.8K engagements "You all know I was already insanely bullish on the Nvidia's NVL72 supercycle this year. These capex numbers from Google and Amazon BLOW AWAY even my most optimistic expectations for Nvidia's main end customer market" [X Link](https://x.com/firstadopter/status/2019522663891517509) 2026-02-05T21:24Z 83.5K followers, 36.5K engagements "Anthropic's @_sholtodouglas said they are "chip constrained" right now as the main bottleneck "compute is SO constrained" he said on @tbpn $NVDA Sam Altman @sama said the biggest bottleneck right now is chips on @tbpn $NVDA Sam Altman @sama said the biggest bottleneck right now is chips on @tbpn $NVDA" [X Link](https://x.com/firstadopter/status/2019525775507223025) 2026-02-05T21:37Z 83.5K followers, 21.6K engagements "@jaysyoon no clue" [X Link](https://x.com/firstadopter/status/2019530133703651680) 2026-02-05T21:54Z 83.5K followers, [----] engagements "Dear all trillion dollar companies. Publish the earnings press release and the prepared remarks. Then go DIRECTLY (DO NOT PASS GO) to live Q&A. Please stop wasting all our time and boring us to death. Publish on YouTube so we can easily rewind and rewatch. Thanks" [X Link](https://x.com/firstadopter/status/2019539275482841124) 2026-02-05T22:30Z 83.4K followers, [----] engagements "are we cooked chat" [X Link](https://x.com/firstadopter/status/2019543720547566015) 2026-02-05T22:48Z 83.5K followers, 12K engagements "@TheLAPurchaser He is hard to understand. Tends to meander too much. Needs to be simple clear and direct" [X Link](https://x.com/firstadopter/status/2019547289728217367) 2026-02-05T23:02Z 83.4K followers, [----] engagements "When I click the market sentiment tab for Nvidia on the @FundaBottom research website all I see are my tweets. 🤣" [X Link](https://x.com/firstadopter/status/2019605862004793819) 2026-02-06T02:55Z 83.5K followers, [----] engagements "Nvidia shares barely moved in after hours last night following Amazon's $200 billion capex guide. The market can be dumb. You all know I was already insanely bullish on the Nvidia's NVL72 supercycle this year. These capex numbers from Google and Amazon BLOW AWAY even my most optimistic expectations for Nvidia's main end customer market. https://t.co/HbrjXWnRqP You all know I was already insanely bullish on the Nvidia's NVL72 supercycle this year. These capex numbers from Google and Amazon BLOW AWAY even my most optimistic expectations for Nvidia's main end customer market." [X Link](https://x.com/firstadopter/status/2019801296870539620) 2026-02-06T15:52Z 83.3K followers, 15.5K engagements ""our technology is the best that translates to the lowest cost tokens" "Nvidia's demand in AWS is incredibly high" "very significant build out with them this year"" [X Link](https://x.com/firstadopter/status/2019831811032117692) 2026-02-06T17:53Z 83.3K followers, [----] engagements "When the world shifted from mainframes to PCs you couldn't refuse to rearchitect and invest in the new computing paradigm just because it costs a lot. If you did you lose all your revenue to rivals who are developing better products on the new platform. Now that everyone is forced to be more capital-intensive moving to AI infra with its higher compute intensity who do you think benefits This stuff isnt rocket science. $NVDA The hyperscalers have all converged on spending 65% of gross profit on capex. [--] years ago the average was 33% and from 2017-2022 it was 27%. https://t.co/xKPlMvXlWZ The" [X Link](https://x.com/firstadopter/status/2019841398254850089) 2026-02-06T18:31Z 83.5K followers, 14.4K engagements "week to date returns for assorted tech names. woof" [X Link](https://x.com/firstadopter/status/2019889777890246803) 2026-02-06T21:43Z 83.4K followers, 10.1K engagements "this talk making more worried about energy crunch in 2-3 years: "turbines are sold out to 2030" "make vanes and blades internally"" [X Link](https://x.com/firstadopter/status/2019891509756096902) 2026-02-06T21:50Z 83.5K followers, [----] engagements "@axiommoney Nothing wrong with that. I literally talked my book on there. My issue is over the quality of the thesis and argument" [X Link](https://x.com/firstadopter/status/2020099187208073276) 2026-02-07T11:35Z 83.3K followers, [---] engagements "lol. Europe gonna Europe. Lets pull back a bit as see which companies are the worlds most successful and valuable There is ONE based in Europe among the top 30" [X Link](https://x.com/firstadopter/status/2020126734029398351) 2026-02-07T13:25Z 83.4K followers, [----] engagements "The one in Europe that made it was given the key IP and received investment from American companies" [X Link](https://x.com/firstadopter/status/2020127195436290416) 2026-02-07T13:27Z 83.5K followers, [----] engagements "Non-cynical ads cynical ads even for normies Over 300M people use ChatGPT to learn how to do something every week. More than half of US ChatGPT users say it enables them to achieve things that previously felt impossible. These are just a few stories of what they are building. https://t.co/BBb8vS4vEP Over 300M people use ChatGPT to learn how to do something every week. More than half of US ChatGPT users say it enables them to achieve things that previously felt impossible. These are just a few stories of what they are building. https://t.co/BBb8vS4vEP" [X Link](https://x.com/firstadopter/status/2020202048923529231) 2026-02-07T18:24Z 83.5K followers, 18.1K engagements "Yea be careful folks" [X Link](https://x.com/firstadopter/status/2020328573374988398) 2026-02-08T02:47Z 83.5K followers, [----] engagements "@BuysideAIreview PMs read Bloomberg stories and react (even if the stories are flawed) because they know other PMs will react too. It worked. Gauging investor psychology matters more in the short term" [X Link](https://x.com/firstadopter/status/2020354011824623681) 2026-02-08T04:28Z 83.5K followers, [----] engagements "Which one is better Opus [---] Codex [---] Just results Opus [---] Codex [---] Just results" [X Link](https://x.com/firstadopter/status/2020390500910658016) 2026-02-08T06:53Z 83.4K followers, [----] engagements "Not convincing. It would be a good time to discuss actual use cases and utility but there are none beyond number go up. I dont see how you can be anything but long-term bullish on crypto. Its eating financial services at an incredible rate. Its been a volatile few days in the crypto markets. This is nothing new. Crypto has gone through many market cycles at this point. Personally this doesnt change my outlook - I dont see how you can be anything but long-term bullish on crypto. Its eating financial services at Its been a volatile few days in the crypto markets. This is nothing new. Crypto has" [X Link](https://x.com/firstadopter/status/2020403808854237290) 2026-02-08T07:46Z 83.5K followers, 18.8K engagements "50X leverage timing was a sign We just bumped up the max leverage from 20x to 50x on international perpetual futures. A bunch of traders asked for this update. Let us know what else we can add We just bumped up the max leverage from 20x to 50x on international perpetual futures. A bunch of traders asked for this update. Let us know what else we can add" [X Link](https://x.com/firstadopter/status/2020408870384943572) 2026-02-08T08:06Z 83.4K followers, 27.3K engagements "I honestly think now that reading mainstream financial media prone to fear mongering is a money-losing proposition for the average reader compared to simply buying great companies and holding Just like DeepSeek last year Tuesday's market meltdown appears to have been sparked by a RIDICULOUSLY false and misleading narrative that media outlets spread without applying ANY critical thinking fueling sensationalism and panic. Great job everyone. You guys are terrible https://t.co/oFk6hVtevq Just like DeepSeek last year Tuesday's market meltdown appears to have been sparked by a RIDICULOUSLY false" [X Link](https://x.com/firstadopter/status/2020509661313601837) 2026-02-08T14:46Z 83.5K followers, 12.9K engagements "Will be interesting how SaaS does in the coming weeks as its pretty obvious many hedgies pounded the sector in the hole the past week" [X Link](https://x.com/firstadopter/status/2020569523611443216) 2026-02-08T18:44Z 83.5K followers, 16.8K engagements "Chris Hohn is long both as of last 13F I dont think many investors truly appreciate how deep the moats at $SPGI and $MCO really are. These arent just data businesses theyre embedded gatekeepers in global capital markets with network effects regulatory reliance & decades of trust that are hard to replicate. I dont think many investors truly appreciate how deep the moats at $SPGI and $MCO really are. These arent just data businesses theyre embedded gatekeepers in global capital markets with network effects regulatory reliance & decades of trust that are hard to replicate" [X Link](https://x.com/firstadopter/status/2020570480248267172) 2026-02-08T18:48Z 83.5K followers, 37.1K engagements "Japan rising" [X Link](https://x.com/firstadopter/status/2020671007518818480) 2026-02-09T01:28Z 83.5K followers, [----] engagements "@michaeljburry Alphabet's core web search business also faces considerable disruption risk from chatbots" [X Link](https://x.com/firstadopter/status/2020894698185867589) 2026-02-09T16:16Z 83.5K followers, [----] engagements "@wu_ming_80 ASML TSM. Memory is too scary (disruption risk at some point)" [X Link](https://x.com/firstadopter/status/2021190494470942923) 2026-02-10T11:52Z 83.5K followers, [---] engagements "Giddyap Year of the horse. We ride. Let me get this straight. People puked chip stocks after hyperscalers raised [----] capex guidance by a gazillion percent because Anthropic released a [---] line super basic prompt for reviewing legal contracts that asks Wikipedia what an NDA is You can't make this stuff up. Let me get this straight. People puked chip stocks after hyperscalers raised [----] capex guidance by a gazillion percent because Anthropic released a [---] line super basic prompt for reviewing legal contracts that asks Wikipedia what an NDA is You can't make this stuff up" [X Link](https://x.com/firstadopter/status/2021204149480849771) 2026-02-10T12:46Z 83.5K followers, [----] engagements "@mellis1163 ASML" [X Link](https://x.com/firstadopter/status/2021204699723202936) 2026-02-10T12:48Z 83.5K followers, [---] engagements "@digiphile If the media stops putting the sensationalized false narratives at the top of their homepages Ill stop" [X Link](https://x.com/firstadopter/status/2021253534256078938) 2026-02-10T16:02Z 83.5K followers, [--] engagements "So the market is really making the rounds to every subsector and yelling "BOO AI" huh Today it's brokers. Clown show" [X Link](https://x.com/firstadopter/status/2021290708829892686) 2026-02-10T18:30Z 83.7K followers, 35.6K engagements "The definitive list of the best newsletters on the internet. Congrats to all who made it" [X Link](https://x.com/firstadopter/status/2021343629495926903) 2026-02-10T22:00Z 83.7K followers, 53.3K engagements "Amazon AWS CEO Matt Garman: we're incredibly bullish on AWS's growth over the next few years ( on @CNBC )" [X Link](https://x.com/firstadopter/status/2021989732524388638) 2026-02-12T16:48Z 83.7K followers, 14.6K engagements "AMAT with a big beat and raise. High quality chip stocks should not be dipping" [X Link](https://x.com/firstadopter/status/2022070288025104535) 2026-02-12T22:08Z 83.7K followers, [----] engagements "Coatue PM Philippe Laffont on @cnbc today: -OpenAI Anthropic SpaceX could all be trillion-dollar companies -What are the earnings of a company five to seven years out Thats the value add in investing. Thats the edge. -Long AMAT semi cap "we like Alphabet a lot" -Anthropic going from $9B revenue runrate to $14B in a couple months someone is using these products in response the AI bubble/circularity question -I cant tell you we have great certainty in how its going to play out in software https://twitter.com/i/web/status/2022429601864020252 https://twitter.com/i/web/status/2022429601864020252" [X Link](https://x.com/firstadopter/status/2022429601864020252) 2026-02-13T21:56Z 83.7K followers, 77.4K engagements "Someone check in on Alex Karp. "I count [--] Palantir stock billionaires . During [----] Palantir earned $4.5 billion in revenues. This makes for I believe the first Billionaire:Sales (B/S) ratio greater than [--] in global stock market history . I do have puts on Palantir stock. I am not short the stock at the moment." https://michaeljburry.substack.com/p/palantirs-new-clothes-foundry-aip https://michaeljburry.substack.com/p/palantirs-new-clothes-foundry-aip" [X Link](https://x.com/firstadopter/status/2021918050757292213) 2026-02-12T12:03Z 83.7K followers, 66.7K engagements "Nvidia shares are underperforming today after Arista CEO made these comments about AMD gaining share. Note: Arista networking serves only subset of the market: "A year ago it was pretty much 99% NVIDIA right Today when we look at our deployments we see about 20% maybe a little more 20%-25% where AMD is becoming the preferred accelerator of choice. And in those scenarios Arista is clearly preferred because they're building best-of-breed building blocks for the NIC for the network for the IO and they want open standards as opposed to a full-on vertical stack from one vendor. So you're right to" [X Link](https://x.com/firstadopter/status/2022341373182005575) 2026-02-13T16:05Z 83.7K followers, 62.2K engagements "Nvidia's Parakeet transcription models are remarkably good almost like magic in speed and accuracy. How did they do this" [X Link](https://x.com/firstadopter/status/2022434942001557645) 2026-02-13T22:17Z 83.7K followers, [----] engagements "Dario threw out a $300 billion a year of compute number off hand. That's probably in the ball park. Imagine going from $10 billion to $300 billion of compute IN TWO YEARS. Nvidia has the the best supply chain allocations too. "Is there more gains from buying like substantially more gains from buying a trillion dollars a year of compute versus $300 billion a year of compute." Then Dario said industry wide datacenter build: 10-15 GW build [----] 30-40 GW build [----] [---] GW build [----] [---] GW build [----] That's 3X per year GW build for GPUs and AI chip market every year through [----] This implies" [X Link](https://x.com/firstadopter/status/2022462989773779000) 2026-02-14T00:08Z 83.7K followers, 68.5K engagements "Palworld is outselling Suicide Squad a AAA title that took over a decade to make with hundreds of developers. The gaming industry is doomed" [X Link](https://x.com/firstadopter/status/1754182256187335006) 2024-02-04T16:36Z 83.7K followers, 2.8M engagements "Houston we have a problem" [X Link](https://x.com/firstadopter/status/1955426677275889962) 2025-08-13T00:30Z 83.7K followers, 8.3M engagements "Texas Instruments saw order strength improve through the December quarter with continued industrial recovery and a robust data center market. Giddyap" [X Link](https://x.com/firstadopter/status/2016267206200348902) 2026-01-27T21:48Z 83.7K followers, 23.5K engagements "Meta's revenue growth rate acceleration after going all-in on Nvidia GPU spend is the biggest AI ROI case study in the world" [X Link](https://x.com/firstadopter/status/2016890623324738042) 2026-01-29T15:06Z 83.7K followers, 43.5K engagements "Wat. Apple went with the inferior AI for iPhone over "several billion dollars" when the company makes $120 billion in profit per year That seems myopic. Bloomberg's @markgurman says that even though Apple partnered with Google Gemini for Siri they actually run their business on Anthropic. "Apple runs on Anthropic at this point. Anthropic is powering a lot of the stuff Apple's doing internally in terms of product development and https://t.co/NpW0Pyj03J Bloomberg's @markgurman says that even though Apple partnered with Google Gemini for Siri they actually run their business on Anthropic. "Apple" [X Link](https://x.com/firstadopter/status/2016939252202787152) 2026-01-29T18:19Z 83.7K followers, 26.3K engagements ""balance sheet down" balance sheet down not really sure how taking the Fed balance sheet down (which I agree should happen) frees you up to lower interest rates but hey If you want a guess as to what Kevin Warsh -- who throughout the Obama years was a devout hawk -- told the President to win the job of Fed Chair I think this clip might give you a sense of it. (This is from late October.) https://t.co/bThKqh4azR If you want a guess as to what Kevin Warsh -- who throughout the Obama years was a devout hawk -- told the President to win the job of Fed Chair I think this clip might give you a" [X Link](https://x.com/firstadopter/status/2017310418872537155) 2026-01-30T18:54Z 83.5K followers, [----] engagements "Microsoft's distribution is a massive advantage in the enterprise. CIOs prefer vendor consolidation (even though Zoom is still better than Teams) Microsoft is dramatically under-discussed in the enterprise AI conversation. In our survey of Global [----] CIOs: - Microsoft [---] Copilot leads enterprise chat (though ChatGPT has closed the gap meaningfully) - GitHub Copilot is still the coding leader for enterprises - 65% said https://t.co/SW8xOKpF4L Microsoft is dramatically under-discussed in the enterprise AI conversation. In our survey of Global [----] CIOs: - Microsoft [---] Copilot leads" [X Link](https://x.com/firstadopter/status/2017586150609703213) 2026-01-31T13:09Z 83.6K followers, 17.4K engagements "A story in four tweets" [X Link](https://x.com/firstadopter/status/2017656770039017564) 2026-01-31T17:50Z 83.6K followers, 19.6K engagements "@JaredKubin How they get 40X leverage" [X Link](https://x.com/firstadopter/status/2017724470174122418) 2026-01-31T22:19Z 83.6K followers, [----] engagements "It really ticks me off when people take things out of context conflate/sensationalize quotes to generate attention and leave readers with a false and misleading impression" [X Link](https://x.com/firstadopter/status/2017742015744606379) 2026-01-31T23:29Z 83.6K followers, [----] engagements "@gnoble79 This above but the exact opposite When asked about report that Jensen is not happy with OpenAI: That's nonsense. That's complete nonsense. We are going to make a huge investment in OpenAI - NVIDIA CEO Jensen Huang $NVDA I really love working with Sam We havent made the investment in them because https://t.co/KrgnLnLRCw When asked about report that Jensen is not happy with OpenAI: That's nonsense. That's complete nonsense. We are going to make a huge investment in OpenAI - NVIDIA CEO Jensen Huang $NVDA I really love working with Sam We havent made the investment in them because" [X Link](https://x.com/firstadopter/status/2017793462557393085) 2026-02-01T02:53Z 83.6K followers, [----] engagements "Kevin Warsh on what he's going to the Federal Reserve's $6 trillion+ balance sheet. He's going to slash it. QE to QT. Bad news for trading sardine speculative assets like Bitcoin. QE has led to wealth inequality and the great inflation: "One of the consequences of this institutional drift QE is the inflation that we've witnessed over the course of the last five years . 52% of our fellow Americans own no financial assets. . They're living off their W-2 income and this surge in prices have destroyed them. It's the most regressive tax any government could ever come up with. Imagine if we had a" [X Link](https://x.com/firstadopter/status/2018132908276437156) 2026-02-02T01:22Z 83.7K followers, 147.7K engagements "🫣 Crypto is simply an NFT of the energy spent to mine it. Like those idiots who destroyed diamonds to transfer the value into a token the real asset is gone. The only intrinsic value left is the hope that someone will come along and buy itbuy a receipt of energy already spent. Crypto is simply an NFT of the energy spent to mine it. Like those idiots who destroyed diamonds to transfer the value into a token the real asset is gone. The only intrinsic value left is the hope that someone will come along and buy itbuy a receipt of energy already spent" [X Link](https://x.com/firstadopter/status/2018178459164438650) 2026-02-02T04:23Z 83.6K followers, [----] engagements "TIL the Dan Ives AI ETF is not run by Dan Ives Someone make it make sense. "Wedbush told Barrons last June that Ives was prohibited from holding the ETF or the stocks within it and that there was an information barrier between Ives and the unit running the fund. Ives receives a flat annual fee for the use of his name and likeness." Well done by @ungarino @angelapalumbo98 https://www.barrons.com/articles/dan-ives-webush-etf-orbs-stock-a1bf38b0mod=past_editions https://www.barrons.com/articles/dan-ives-webush-etf-orbs-stock-a1bf38b0mod=past_editions" [X Link](https://x.com/firstadopter/status/2018331444544717243) 2026-02-02T14:31Z 83.6K followers, [----] engagements "Historic move for one day. Wowsers" [X Link](https://x.com/firstadopter/status/2018374114386366743) 2026-02-02T17:21Z 83.6K followers, 13.7K engagements ""Think big. Think positive. Never show any sign of weakness. Always go for the throat. Buy low sell high. Fear that's the other guy's problem. Nothing you have ever experienced can prepare you for the unbridled carnage you're about to witness. Super Bowl a World Series they don't know what pressure is. In this building it's either kill or be killed. You make no friends in the pits and you take no prisoners. One minute you're up half a million in soybeans and the next boom. Your kids don't go to college and they've repossessed your Bentley. Are you with me" Historic move for one day. Wowsers" [X Link](https://x.com/firstadopter/status/2018375753792970819) 2026-02-02T17:27Z 83.6K followers, [----] engagements "Are we cooked chat UBS: The Adobe Digital Price Index which covers prices of items sold online rose in January by the most in its 12-year history. https://t.co/PMRapFBipR UBS: The Adobe Digital Price Index which covers prices of items sold online rose in January by the most in its 12-year history. https://t.co/PMRapFBipR" [X Link](https://x.com/firstadopter/status/2018410913678709090) 2026-02-02T19:47Z 83.6K followers, 10.6K engagements "Re: Reuters just now. Oh no OpenAI is looking to use AI chips for 10% of its future inference compute needs on already publicized deals with AMD Broadcom Cerebras and its own custom AI ASIC. I wonder which company is going to provide the other 90% Let me get this straight. Nvidia shares are selling off on a report that says Google is hoping for 10% of the AI chip market (emphasis on hoping for there's no guarantee). Who do you think makes up the other 90% even if that happens Let me get this straight. Nvidia shares are selling off on a report that says Google is hoping for 10% of the AI chip" [X Link](https://x.com/firstadopter/status/2018436972285415586) 2026-02-02T21:30Z 83.6K followers, 48.1K engagements "Kevin Warsh hates QE. It is crystal clear. He quit the Fed over QE2. Hes going to slash the Feds balance sheet. QE sort of took off without us. And what did we say then We debated internally whether to do this. And the story goes something like this. Secretary Paulson he's issuing bonds on Monday and Tuesday. What do you say we buy them on Thursday and Friday And I don't believe in betraying the confidences of those that were sitting around table but I recall one person saying well that sounds like a Ponzi scheme. You're cleansing my biography and I should be grateful. I resigned when QE2 was" [X Link](https://x.com/firstadopter/status/2018474877276000449) 2026-02-03T00:01Z 83.6K followers, 102.3K engagements "Kevin Warsh says QE enables reckless spending by Congress Congress said well if the central bank is buying all the bonds then we can spend trillions" [X Link](https://x.com/firstadopter/status/2018475982810939849) 2026-02-03T00:05Z 83.6K followers, 40.1K engagements "Kevin Warsh wants to slash the Federal Reserves balance sheet. It is central to his whole being. In my judgement we should be shrinking the central bank balance sheet you have higher inflation caused by the bigger balance sheet" [X Link](https://x.com/firstadopter/status/2018477468492214415) 2026-02-03T00:11Z 83.6K followers, 39.1K engagements "Anyone sticking around" [X Link](https://x.com/firstadopter/status/2018514647721398291) 2026-02-03T02:39Z 83.6K followers, 90.7K engagements "You're never gonna believe what happens next The Bloomberg Commodity Spot Index just had its largest 2-day decline (-7.6%) since February [----] https://t.co/2f75QFoyyH The Bloomberg Commodity Spot Index just had its largest 2-day decline (-7.6%) since February [----] https://t.co/2f75QFoyyH" [X Link](https://x.com/firstadopter/status/2018673494020563220) 2026-02-03T13:10Z 83.6K followers, [----] engagements "AI gonna disrupt everything Im in the outlet center the whole day so didnt notice anything - what broke here 😱 https://t.co/soZqS3wb6c Im in the outlet center the whole day so didnt notice anything - what broke here 😱 https://t.co/soZqS3wb6c" [X Link](https://x.com/firstadopter/status/2018728762586661372) 2026-02-03T16:50Z 83.6K followers, [----] engagements "Is this software too" [X Link](https://x.com/firstadopter/status/2018731234650652691) 2026-02-03T17:00Z 83.6K followers, [----] engagements "@lulumeservey" [X Link](https://x.com/firstadopter/status/2018732957708530095) 2026-02-03T17:06Z 83.6K followers, [----] engagements "Don't get SaaSed LIQUIDATION NATION mid 2/3: *M-A-Y-H-E-M* **software bloodbath 2.0** ***cyclicals SCREAM vs Tech dump*** Outliers Today: - Most Shorted +115bp - Quality Pair -335bp - HF Unwind Index -230bp - SaaS vs Semis -530bp - Growth v Beta Cyclicals -300bp RUN IT HOT ACCELERATING . https://t.co/8WldbLvj9V LIQUIDATION NATION mid 2/3: *M-A-Y-H-E-M* **software bloodbath 2.0** ***cyclicals SCREAM vs Tech dump*** Outliers Today: - Most Shorted +115bp - Quality Pair -335bp - HF Unwind Index -230bp - SaaS vs Semis -530bp - Growth v Beta Cyclicals -300bp RUN IT HOT ACCELERATING ." [X Link](https://x.com/firstadopter/status/2018743239684092127) 2026-02-03T17:47Z 83.6K followers, 12.5K engagements "Value investors rn" [X Link](https://x.com/firstadopter/status/2018747580981936448) 2026-02-03T18:05Z 83.6K followers, [----] engagements "Growth investors rn" [X Link](https://x.com/firstadopter/status/2018747920992948529) 2026-02-03T18:06Z 83.6K followers, [----] engagements "@itzarjun Amazing" [X Link](https://x.com/firstadopter/status/2018761776314118224) 2026-02-03T19:01Z 83.6K followers, [----] engagements "@evrgn11112231 AI helps drive demand for ASML's products this is for the LLM bots" [X Link](https://x.com/firstadopter/status/2018777563405943166) 2026-02-03T20:04Z 83.6K followers, [----] engagements "AI is going to kill SaaS Anthropic the company arguably most capable of insourcing uses Workday Salesforce GitHub Atlassian MongoDB among other enterprise software AI is going to kill SaaS Anthropic the company arguably most capable of insourcing uses Workday Salesforce GitHub Atlassian MongoDB among other enterprise software" [X Link](https://x.com/firstadopter/status/2018787643266650261) 2026-02-03T20:44Z 83.6K followers, 11.6K engagements "@bucketshopcap What they say" [X Link](https://x.com/firstadopter/status/2018789395034476580) 2026-02-03T20:51Z 83.6K followers, 13.1K engagements "Never forget. Even Federal judges can be clueless and incompetent Our system is broken if Google is still allowed to pay Apple $25 billion a year. Incredibly anticompetitive. Our system is broken if Google is still allowed to pay Apple $25 billion a year. Incredibly anticompetitive" [X Link](https://x.com/firstadopter/status/2018827764468756979) 2026-02-03T23:23Z 83.5K followers, [----] engagements "Nvidia AI server maker Super Micro posts a huge beat and raise But Tae you don't get it. Anthropic released a plugin that can do basic legal contract reviews" [X Link](https://x.com/firstadopter/status/2018836972031316288) 2026-02-04T00:00Z 83.6K followers, 35.6K engagements "All the "vibes"-based takes and columns are quite annoying (and wrong) when the reality facts and evidence are staring at you right in the face" [X Link](https://x.com/firstadopter/status/2018881669441425715) 2026-02-04T02:57Z 83.6K followers, [----] engagements "Gemini is not so good at the most important thing The recent traction was consumer Nano Banana image fad Ruh roh. Gemini not being in the conversation at all with Claude Code and Codex is the real code red emergency. Gemini not being in the conversation at all with Claude Code and Codex is the real code red emergency" [X Link](https://x.com/firstadopter/status/2018884418333815207) 2026-02-04T03:08Z 83.6K followers, 19.3K engagements "So AWS GPUs are completely sold out. Thursday is all about how much AWS capacity Amazon was able to build in the quarter. Somebody check the satellite photos Amazon Web Services CEO Matt Garman said today there is so much demand they have NEVER retired an Nvidia A100 GPU. The A100 is nearly SIX YEARS OLD. And you're still bearish "Because there is so much more demand than supply there typically still is demand for the older chips https://t.co/rQi5fQLeTX Amazon Web Services CEO Matt Garman said today there is so much demand they have NEVER retired an Nvidia A100 GPU. The A100 is nearly SIX" [X Link](https://x.com/firstadopter/status/2018884722986979330) 2026-02-04T03:10Z 83.6K followers, 26.6K engagements "bruh @firstadopter @grok what is Barrons @firstadopter @grok what is Barrons" [X Link](https://x.com/firstadopter/status/2018915212800274830) 2026-02-04T05:11Z 83.6K followers, 10.6K engagements "Qualcomm having more employees than Nvidia is wild It looks like @Intel has fewer FTEs (full time employees) than TSMC for the first time ever. Caveat: Waiting on $TSM's annual report for their latest [----] EoY number. But I expect it to be higher YoY. https://t.co/ZqrHnTJZ9j It looks like @Intel has fewer FTEs (full time employees) than TSMC for the first time ever. Caveat: Waiting on $TSM's annual report for their latest [----] EoY number. But I expect it to be higher YoY. https://t.co/ZqrHnTJZ9j" [X Link](https://x.com/firstadopter/status/2019014662852137025) 2026-02-04T11:46Z 83.7K followers, 17.5K engagements "Oh no. The video pivot thing again NYT CEO Meredith Kopit Levien says in Q4 call that the papers investment in video shows it sees a long-term opportunity to establish the Times as a preferred brand for watching news in addition to reading and listening. Cements how video is the next battleground for news. NYT CEO Meredith Kopit Levien says in Q4 call that the papers investment in video shows it sees a long-term opportunity to establish the Times as a preferred brand for watching news in addition to reading and listening. Cements how video is the next battleground for news" [X Link](https://x.com/firstadopter/status/2019079241938137527) 2026-02-04T16:02Z 83.6K followers, [----] engagements "Will Google's incredible [----] capex guide: Save the AI trade No. Glass half empty bruh Save the AI trade No. Glass half empty bruh" [X Link](https://x.com/firstadopter/status/2019188837553979552) 2026-02-04T23:18Z 83.6K followers, [----] engagements "@_xjdr Is it good" [X Link](https://x.com/firstadopter/status/2019200155514446136) 2026-02-05T00:03Z 83.6K followers, [----] engagements "Two consecutive million-view days of Tae posts keeps the world correctly informed on the actual facts and evidence based AI reality over the misleading conflated manufactured narratives. Great job yall. We can do it" [X Link](https://x.com/firstadopter/status/2019201741393199230) 2026-02-05T00:09Z 83.6K followers, [----] engagements "Ship it. To team green. [----] CAPEX: $GOOGL - $175B-$185B vs $119B est $META - $115B-$135B vs $110B est $TSLA - $20B vs $11B est $AMZN - *tomorrow vs $145B est The hyperscalers are going all in on AI. https://t.co/tjBmEmF49Q [----] CAPEX: $GOOGL - $175B-$185B vs $119B est $META - $115B-$135B vs $110B est $TSLA - $20B vs $11B est $AMZN - *tomorrow vs $145B est The hyperscalers are going all in on AI. https://t.co/tjBmEmF49Q" [X Link](https://x.com/firstadopter/status/2019204917328761224) 2026-02-05T00:22Z 83.6K followers, 11.9K engagements "@jukan05 Nope. It doesn't have the proprietary data" [X Link](https://x.com/firstadopter/status/2019234698757828822) 2026-02-05T02:20Z 83.6K followers, [----] engagements "Thank you and h/t to @meliarobin and @kylebrussell Readers deserve better than the poor-quality analysis and commentary they read over and over and over out there. Do better. Total clown show" [X Link](https://x.com/firstadopter/status/2019242609055789295) 2026-02-05T02:52Z 83.6K followers, [----] engagements "So livid right now. Look I get it you want the hits but not at the cost of hurting your readers. Have some shame and decency. Just like DeepSeek last year Tuesday's market meltdown appears to have been sparked by a RIDICULOUSLY false and misleading narrative that media outlets spread without applying ANY critical thinking fueling sensationalism and panic. Great job everyone. You guys are terrible https://t.co/oFk6hVtevq Just like DeepSeek last year Tuesday's market meltdown appears to have been sparked by a RIDICULOUSLY false and misleading narrative that media outlets spread without applying" [X Link](https://x.com/firstadopter/status/2019244802370584745) 2026-02-05T03:00Z 83.6K followers, 14.4K engagements "lol Just like DeepSeek last year Tuesday's market meltdown appears to have been sparked by a RIDICULOUSLY false and misleading narrative that media outlets spread without applying ANY critical thinking fueling sensationalism and panic. Great job everyone. You guys are terrible https://t.co/oFk6hVtevq Just like DeepSeek last year Tuesday's market meltdown appears to have been sparked by a RIDICULOUSLY false and misleading narrative that media outlets spread without applying ANY critical thinking fueling sensationalism and panic. Great job everyone. You guys are terrible https://t.co/oFk6hVtevq" [X Link](https://x.com/firstadopter/status/2019389437822570649) 2026-02-05T12:35Z 83.6K followers, [----] engagements "@botbuster195" [X Link](https://x.com/firstadopter/status/2019408893903098091) 2026-02-05T13:52Z 83.6K followers, [---] engagements "And no this doesn't mean the death of software. The AI Agents will use internal enterprise applications data warehouses and CRM to do the work. "According to OpenAI Frontier allows corporations to connect their AI agents to use information stored in disparate data warehouses customer relationship management systems and other internal applications." https://twitter.com/i/web/status/2019412785155756275 https://twitter.com/i/web/status/2019412785155756275" [X Link](https://x.com/firstadopter/status/2019412785155756275) 2026-02-05T14:08Z 83.6K followers, [----] engagements "I wrote about this ONE MONTH ago" [X Link](https://x.com/firstadopter/status/2019414648559452554) 2026-02-05T14:15Z 83.6K followers, [----] engagements "The Agents are coming The Agents are coming The Agents are coming or The AI coworkers are coming The AI coworkers are coming The AI coworkers are coming I was on an @OpenAI briefing call earlier this week with other reporters about OpenAI's new Enterprise platform for AI Agents called Frontier. Fascinating stuff. @fidjissimo OpenAI CEO of Applications Fidji Simo said she believes AI agents (AI coworkers) will be pervasive in the https://t.co/RrRgKoIz1x I was on an @OpenAI briefing call earlier this week with other reporters about OpenAI's new Enterprise platform for AI Agents called Frontier." [X Link](https://x.com/firstadopter/status/2019414981737943256) 2026-02-05T14:17Z 83.6K followers, 11.9K engagements "It's the DeepSeek debacle and clown show all over again. Fairness accuracy and basic competence in reporting on actual reality should matter" [X Link](https://x.com/firstadopter/status/2019477109698077088) 2026-02-05T18:23Z 83.6K followers, [----] engagements "This guy raised $750 million AFTER the BlockFi debacle I feel bad for the investors who invested in this clown show. What a debacle https://t.co/nkg6ZD2bW2 I feel bad for the investors who invested in this clown show. What a debacle https://t.co/nkg6ZD2bW2" [X Link](https://x.com/firstadopter/status/2019502037444985076) 2026-02-05T20:03Z 83.6K followers, [----] engagements "Sam Altman @sama said the biggest bottleneck right now is chips on @tbpn $NVDA" [X Link](https://x.com/firstadopter/status/2019514059092029533) 2026-02-05T20:50Z 83.6K followers, 36.5K engagements "Jensen implies ServiceNow SAP Cadence and Synopsys are durable software franchises Jensen is pushing back on the AI will kill all software narrative just like he pushed back last year on the DeepSeek panic. He was right then. He will be right again. "There's this notion that . the software industry is in decline and will be replaced by AI. You could tell https://t.co/vcmDw0F0ka Jensen is pushing back on the AI will kill all software narrative just like he pushed back last year on the DeepSeek panic. He was right then. He will be right again. "There's this notion that . the software industry" [X Link](https://x.com/firstadopter/status/2019589349986439217) 2026-02-06T01:49Z 83.7K followers, 15K engagements "Elon Musk: roughly every [------] GB300s inclusive of networking CPU storage cooling and service requires [---] megawatts of electricity on @dwarkesh_sp" [X Link](https://x.com/firstadopter/status/2019886910618140747) 2026-02-06T21:32Z 83.6K followers, 18.9K engagements "Can anyone explain why all assets need to be tokenized A legitimate use case reason. It seems like word salad to validate BlackRocks entry into crypto. Nonsensical. The crypto bubble popping after Wall Street institutions like BlackRock finally pile in would be poetic BlackRock Larry Fink https://t.co/Ge6ubdAPnR BlackRock Larry Fink https://t.co/Ge6ubdAPnR" [X Link](https://x.com/firstadopter/status/2020091763919372528) 2026-02-07T11:06Z 83.7K followers, 14.6K engagements "Why is Walmart and Costco crushing it YTD Industry exposure to AI automation h/t panakamanana This factor is so strong this year even Target is up 18%. TARGET (they are terrible)" [X Link](https://x.com/firstadopter/status/2020199394390200737) 2026-02-07T18:14Z 83.7K followers, [----] engagements "All you can do is laugh" [X Link](https://x.com/firstadopter/status/2020216206309953993) 2026-02-07T19:20Z 83.6K followers, [----] engagements "How much did non-fast mode cost Also how do you not call this turbo mode. Basic branding [---] Our teams have been building with a 2.5x-faster version of Claude Opus [---]. Were now making it available as an early experiment via Claude Code and our API. Our teams have been building with a 2.5x-faster version of Claude Opus [---]. Were now making it available as an early experiment via Claude Code and our API" [X Link](https://x.com/firstadopter/status/2020218841356259714) 2026-02-07T19:31Z 83.6K followers, [----] engagements "Tonkotsu ramen 😋" [X Link](https://x.com/firstadopter/status/2020243368291495947) 2026-02-07T21:08Z 83.6K followers, [----] engagements "There is another Mag7 doesnt have the firepower left for large buybacks because of all the AI capex spend. We still dont know how much this AI spend will contribute to earnings over time $META $MSFT $AMZN Mag7 doesnt have the firepower left for large buybacks because of all the AI capex spend. We still dont know how much this AI spend will contribute to earnings over time $META $MSFT $AMZN" [X Link](https://x.com/firstadopter/status/2020251790118470079) 2026-02-07T21:42Z 83.6K followers, 16.8K engagements "Im not bullish on Amazon or Alphabet but Amazon at least doesnt face core business disruption risk. Citi: AMZNs free cash flow will go negative GOOGL will not @seekingalpha $AMZN $GOOGL https://t.co/6ZCNF6JP1u Citi: AMZNs free cash flow will go negative GOOGL will not @seekingalpha $AMZN $GOOGL https://t.co/6ZCNF6JP1u" [X Link](https://x.com/firstadopter/status/2020268273313444250) 2026-02-07T22:47Z 83.7K followers, 64.5K engagements "Putting a literal bean counter as CEO Wat Will Lewis is resigning as WaPo CEO former Tumblr CEO Jeff DOnofrio is the papers new acting CEO and publisher per memos to staff https://t.co/omaVYuagP3 Will Lewis is resigning as WaPo CEO former Tumblr CEO Jeff DOnofrio is the papers new acting CEO and publisher per memos to staff https://t.co/omaVYuagP3" [X Link](https://x.com/firstadopter/status/2020269043564048422) 2026-02-07T22:50Z 83.6K followers, 17.9K engagements "lol 🦞 How was the show Silicon Valley so ahead of its time https://t.co/pXxbQotixl How was the show Silicon Valley so ahead of its time https://t.co/pXxbQotixl" [X Link](https://x.com/firstadopter/status/2020290947578507703) 2026-02-08T00:17Z 83.6K followers, 12.1K engagements "Game of Thrones is back A Knight of the Seven Kingdoms is so good. The last two episodes (3 and 4) were freaking awesome" [X Link](https://x.com/firstadopter/status/2020296365071302793) 2026-02-08T00:39Z 83.6K followers, [----] engagements "$2.4 billion in capex by Apple in its latest quarter Its almost like - and hear me out - - Apples $600bn pledge to invest in America is some combo of smoke mirrors and BS. Its almost like - and hear me out - - Apples $600bn pledge to invest in America is some combo of smoke mirrors and BS" [X Link](https://x.com/firstadopter/status/2020309130813075953) 2026-02-08T01:30Z 83.6K followers, 15.4K engagements "@NikTek Which Batman game is the best one to play" [X Link](https://x.com/firstadopter/status/2020334679380095096) 2026-02-08T03:11Z 83.6K followers, [----] engagements "A bunch of traders asked for this update. Live look at those traders We just bumped up the max leverage from 20x to 50x on international perpetual futures. A bunch of traders asked for this update. Let us know what else we can add We just bumped up the max leverage from 20x to 50x on international perpetual futures. A bunch of traders asked for this update. Let us know what else we can add" [X Link](https://x.com/firstadopter/status/2020410092898906183) 2026-02-08T08:11Z 83.6K followers, 14.9K engagements "Oops Claude did it again "ai is killing saas" pretty literally if you ask me https://t.co/mhCRnFrd4g "ai is killing saas" pretty literally if you ask me https://t.co/mhCRnFrd4g" [X Link](https://x.com/firstadopter/status/2020508349368774696) 2026-02-08T14:41Z 83.6K followers, 11.8K engagements "One year ago. Same crap. ChatGPT Grok DeepSeek and Claude have all released "reasoning" models. While others in the media spread FUD in recent weeks I've consistently argued this reasoning feature will significantly increase compute demand. Basic logic suggests that searching through dozens of ChatGPT Grok DeepSeek and Claude have all released "reasoning" models. While others in the media spread FUD in recent weeks I've consistently argued this reasoning feature will significantly increase compute demand. Basic logic suggests that searching through dozens of" [X Link](https://x.com/firstadopter/status/2020512884871008304) 2026-02-08T14:59Z 83.6K followers, [----] engagements "This sounds like a Windows PC 😂 What to expect from Xbox's next-gen platform. - Full Windows complete with everything a Windows gaming PC has to offer. - Console-like interface first similar (but improved) over today's Xbox Ally. - And possibly a variety of options from Microsoft's partner OEMs on top. https://t.co/YC3GvqZPaX What to expect from Xbox's next-gen platform. - Full Windows complete with everything a Windows gaming PC has to offer. - Console-like interface first similar (but improved) over today's Xbox Ally. - And possibly a variety of options from Microsoft's partner OEMs on" [X Link](https://x.com/firstadopter/status/2020563719449678212) 2026-02-08T18:21Z 83.6K followers, 16.6K engagements "@michaeljburry" [X Link](https://x.com/firstadopter/status/2020729643884515409) 2026-02-09T05:21Z 83.6K followers, [----] engagements "*HASSETT: SHOULD EXPECT SLIGHTLY LOWER JOBS NUMBERS - BBG *HASSETT: LOWER JOBS NUMBERS SHOULDN'T TRIGGER PANIC *HASSETT: SHOULD EXPECT SLIGHTLY LOWER JOBS NUMBERS - BBG *HASSETT: LOWER JOBS NUMBERS SHOULDN'T TRIGGER PANIC" [X Link](https://x.com/firstadopter/status/2020859688284250476) 2026-02-09T13:57Z 83.6K followers, [----] engagements "normies hate crypto now. whoops this perfectly captures public opinion of crypto https://t.co/21poRUqNol this perfectly captures public opinion of crypto https://t.co/21poRUqNol" [X Link](https://x.com/firstadopter/status/2020867064236241022) 2026-02-09T14:27Z 83.6K followers, [----] engagements "Let me get this straight. People puked chip stocks after hyperscalers raised [----] capex guidance by a gazillion percent because Anthropic released a [---] line super basic prompt for reviewing legal contracts that asks Wikipedia what an NDA is You can't make this stuff up" [X Link](https://x.com/firstadopter/status/2020881255349276692) 2026-02-09T15:23Z 83.7K followers, 52.4K engagements "It's almost as if AI can help SaaS companies provide more value and insights to their customers. Crazy. That said business models will likely transition from seat-based to usage-based pricing. I now constantly get questions about the SAAS meltdown role of AI system of records etc. I don't have an answer to all these. But I do know that we saw an acceleration in our business in Q2 Q3 and now finished the year with accelerating Q4. The question is why Short I now constantly get questions about the SAAS meltdown role of AI system of records etc. I don't have an answer to all these. But I do know" [X Link](https://x.com/firstadopter/status/2020908309016936690) 2026-02-09T17:11Z 83.6K followers, 27.4K engagements "Dumbest brain dead commercial next to the Coinbase one. All the tech commercials in the Super Bowl were fine. Entertaining even But that Amazon Alexa+ one seemed like a huge mistake to me. Why give people all sorts of ideas about how AI could murder them Yikes. https://t.co/wA6hOW7UdM All the tech commercials in the Super Bowl were fine. Entertaining even But that Amazon Alexa+ one seemed like a huge mistake to me. Why give people all sorts of ideas about how AI could murder them Yikes. https://t.co/wA6hOW7UdM" [X Link](https://x.com/firstadopter/status/2020909193742479502) 2026-02-09T17:14Z 83.6K followers, 10.3K engagements "👀 Will be interesting how SaaS does in the coming weeks as its pretty obvious many hedgies pounded the sector in the hole the past week Will be interesting how SaaS does in the coming weeks as its pretty obvious many hedgies pounded the sector in the hole the past week" [X Link](https://x.com/firstadopter/status/2020909977339121839) 2026-02-09T17:17Z 83.6K followers, [----] engagements "Ill take dumb self defeating things to do once the news becomes public for $1000 Alex Live case study of the billable hour getting cooked https://t.co/Izwt4t53uZ Live case study of the billable hour getting cooked https://t.co/Izwt4t53uZ" [X Link](https://x.com/firstadopter/status/2020912250257576301) 2026-02-09T17:26Z 83.6K followers, 14.3K engagements "Raymond James: "MI450 Progressing Better Than Expected not necessarily any faster than AMD expected but surely better than Street noise suggests. Management asserted that persistent rumors of delays of the 2H26 launch of the MI450 are unfounded."" [X Link](https://x.com/firstadopter/status/2020962691481993456) 2026-02-09T20:47Z 83.7K followers, 13.9K engagements "I'm a newb but [---] Codex seems A LOT cheaper than [---] Opus or [---] Opus Fast mode" [X Link](https://x.com/firstadopter/status/2020968042902192138) 2026-02-09T21:08Z 83.6K followers, 14.5K engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@firstadopter tae kim
tae kim posts on X about ai, anthropic, in the, ceo the most. They currently have [------] followers and [---] posts still getting attention that total [-------] engagements in the last [--] hours.
Engagements: [-------] #
- [--] Week [---------] -3.90%
- [--] Month [---------] +58%
- [--] Months [----------] +127%
- [--] Year [----------] +165%
Mentions: [---] #
- [--] Week [---] +17%
- [--] Month [---] -46%
- [--] Months [-----] +388%
- [--] Year [-----] +177%
Followers: [------] #
- [--] Week [------] +0.73%
- [--] Month [------] +3.10%
- [--] Months [------] +24%
- [--] Year [------] +30%
CreatorRank: [------] #
Social Influence
Social category influence technology brands #3323 stocks #594 finance #1794 countries 3.34% social networks 2.01% cryptocurrencies 1.34% products 1.34% gaming 1.34% celebrities 0.67% automotive brands 0.67%
Social topic influence ai #3203, anthropic #42, in the 7.02%, ceo #262, open ai #161, bullish #321, $nvda #16, stocks #266, $googl 3.34%, investment #171
Top accounts mentioned or mentioned by @william_r2rclub @flagspotting2 @moatsandboats @majorocelot45 @jezcorden @dwarkeshsp @futureman1977 @dissectmarkets @itzarjun @willdepue @marcuswerther @placigyunv6567 @capitanojacko @jjames604 @michaeljburry @evrgn11112231 @fatfire74 @ddblakefischer @jukan05 @openai
Top assets mentioned NVIDIA Corp. (NVDA) Alphabet Inc Class A (GOOGL) Microsoft Corp. (MSFT) Uber Technologies, Inc. (UBER) Amazon.com, Inc. (AMZN) Texas Instruments (TXN) Bitcoin (BTC) S&P Global Inc (SPGI) Moody's Corporation (MCO) Metadium (META) BlackRock Inc (BLK)
Top Social Posts
Top posts by engagements in the last [--] hours
"@JezCorden If only if there was another studio owned by Microsoft that has successfully made an amazing and successful Fallout game"
X Link 2024-03-28T23:57Z 83.5K followers, 20.6K engagements
"Read my lips. Nvidia NVL72 supercycle. Three top AI server makers Wistron Quanta and Wiwynn all reported record high monthly sales for November media report as shipments of servers based on Nvidia Blackwell Ultra Google TPUs AWS Trainium chips etc. ramp up: -Wistron NT$280.6 billion (US$9.2 billion) up 195% Three top AI server makers Wistron Quanta and Wiwynn all reported record high monthly sales for November media report as shipments of servers based on Nvidia Blackwell Ultra Google TPUs AWS Trainium chips etc. ramp up: -Wistron NT$280.6 billion (US$9.2 billion) up 195%"
X Link 2025-12-09T01:46Z 83.5K followers, 40.6K engagements
"Read my lips. Nvidia NVL72 supercycle Taiwan electronics assembly giant Pegatron forecast triple-digit growth for its AI server business this year led by shipments of Nvidia GB200 and GB300-based servers as well as some ASIC-based servers media report citing Pegatron executives at their year-end banquet. 1/2 $NVDA Taiwan electronics assembly giant Pegatron forecast triple-digit growth for its AI server business this year led by shipments of Nvidia GB200 and GB300-based servers as well as some ASIC-based servers media report citing Pegatron executives at their year-end banquet. 1/2 $NVDA"
X Link 2026-01-24T14:08Z 83.4K followers, 28.8K engagements
"Michael Burry owns Gamestop "I own GME. I have been buying recently. I expect I am buying at what may soon be 1x tangible book value / 1x net asset value. And getting a young Ryan Cohen investing and deploying the companys capital and cash flows. Perhaps for the next [--] years." - @michaeljburry https://twitter.com/i/web/status/2015830357484929510 https://twitter.com/i/web/status/2015830357484929510"
X Link 2026-01-26T16:53Z 83.1K followers, 12.1K engagements
"Y'all are too negative on MediaTek. They know how to do chip design"
X Link 2026-01-27T00:53Z 83.2K followers, 20.3K engagements
"Fun fact. MediaTek CEO Rick Tsai was the Nvidia relationship manager for TSMC during the early years Y'all are too negative on MediaTek. They know how to do chip design Y'all are too negative on MediaTek. They know how to do chip design"
X Link 2026-01-27T00:57Z 83.2K followers, 12.2K engagements
"Fascinating how EEM Emerging Markets ETF has transformed into an Asia tech fund"
X Link 2026-01-27T16:38Z 83.3K followers, 10.2K engagements
"Chip business is so on 🔥🔥🔥 even Texas Instruments is seeing it Texas Instruments saw order strength improve through the December quarter with continued industrial recovery and a robust data center market. Giddyap https://t.co/af5WosGEC3 Texas Instruments saw order strength improve through the December quarter with continued industrial recovery and a robust data center market. Giddyap https://t.co/af5WosGEC3"
X Link 2026-01-27T21:55Z 83.5K followers, [----] engagements
"Originally was supposed to come out last year I believe. Dunno what caused the delay Nvidias new N1 and N1X chips will soon be out in consumer laptops from Dell and Lenovo media report noting the Arm-based chips with integrated Nvidia RTX-series (Blackwell) GPUs are made for Windows-on-Arm laptops. The chips are co-developed with Taiwans MediaTek and built Nvidias new N1 and N1X chips will soon be out in consumer laptops from Dell and Lenovo media report noting the Arm-based chips with integrated Nvidia RTX-series (Blackwell) GPUs are made for Windows-on-Arm laptops. The chips are"
X Link 2026-01-28T01:35Z 83.1K followers, 11.8K engagements
"How come nearly every Mag [--] is repeatedly doing layoffs while Nvidia is hiring like mad 🤔"
X Link 2026-01-28T02:07Z 83.1K followers, 21.1K engagements
"JPM credit card spending is accelerating: Total spending growth for Jan. has accelerated vs. Dec. January total spending is up 4.7% Y/Y through January [--] above Decembers figure of 2.8%. as consumer confidence plunges Somebody make it make sense"
X Link 2026-01-28T20:28Z 83.4K followers, 17.8K engagements
"Meta raised [----] capex guide to $115-135 billion versus $111 billion Wall Street estimate. Obviously this is bullish for Nvidia"
X Link 2026-01-28T21:38Z 83.1K followers, [----] engagements
"The problem with SaaS software is that any stock with decent 20%+ growth trades at a gazillion times earnings or free cash flow. And then you look at the top chip-related stocks with dominant durable proprietary competitive advantages like NVDA ASML TSM and go hmmph"
X Link 2026-01-30T15:34Z 83.4K followers, 88.7K engagements
"This is actually bullish for videogame developers not bearish but y'all are too dumb to see it Introducing Project Genie: An experimental research prototype powered by Genie [--] our world model that lets you prompt an interactive world into existence and then step inside 🌎 https://t.co/Zn84k0iJ48 Introducing Project Genie: An experimental research prototype powered by Genie [--] our world model that lets you prompt an interactive world into existence and then step inside 🌎 https://t.co/Zn84k0iJ48"
X Link 2026-01-30T15:36Z 83.3K followers, 35.4K engagements
"Kevin Warsh in November [----] seems to say he doesn't like QE and wants QT: "Second inflation is a choice and the Feds track record under Chairman Jerome Powell is one of unwise choices. The Fed should re-examine its great mistakes that led to the great inflation. It should abandon the dogma that inflation is caused when the economy grows too much and workers get paid too much. Inflation is caused when government spends too much and prints too much. Money on Wall Street is too easy and credit on Main Street is too tight. The Feds bloated balance sheet designed to support the biggest firms in a"
X Link 2026-01-30T18:29Z 83.2K followers, 22K engagements
"The delay in finalizing after the $100 billion letter of intent announcement spoke volumes. The AMD deal probably didnt help either but I still expect some kind of large equity investment"
X Link 2026-01-31T00:12Z 83.5K followers, 11.2K engagements
""I must be in the front row" not rocket science but the supplier partner CEOs sitting closer to Jensen are the most important AI supply chain in one picture. https://t.co/ueTPDXnsRP AI supply chain in one picture. https://t.co/ueTPDXnsRP"
X Link 2026-01-31T17:46Z 83.5K followers, 14.7K engagements
"omg. are value stocks good now Kevin Warsh in November [----] seems to say he doesn't like QE and wants QT: "Second inflation is a choice and the Feds track record under Chairman Jerome Powell is one of unwise choices. The Fed should re-examine its great mistakes that led to the great inflation. It should Kevin Warsh in November [----] seems to say he doesn't like QE and wants QT: "Second inflation is a choice and the Feds track record under Chairman Jerome Powell is one of unwise choices. The Fed should re-examine its great mistakes that led to the great inflation. It should"
X Link 2026-01-31T18:44Z 83.5K followers, 27K engagements
"@jasteinerman what's the point"
X Link 2026-01-31T18:47Z 83.5K followers, [----] engagements
"NVIDIA CEO Jensen Huang: "The entire supply chain is challenging this year because demand is so much more. The supply has been growing 100% every year but supply's demand is going faster than that. And so we're gonna have a very good year." $NVDA"
X Link 2026-01-31T23:00Z 83.5K followers, 20.5K engagements
"When asked about report that Jensen is not happy with OpenAI: That's nonsense. That's complete nonsense. We are going to make a huge investment in OpenAI - NVIDIA CEO Jensen Huang $NVDA I really love working with Sam We havent made the investment in them because they're closing their round. But we will definitely be involved in their next round. We will invest a great deal of money. Probably the largest investment we've ever made. https://twitter.com/i/web/status/2017738685458891064 https://twitter.com/i/web/status/2017738685458891064"
X Link 2026-01-31T23:16Z 83.5K followers, 85.1K engagements
"Look at the expression on Jensens face when a reporter asks if TSMC is going to make enough wafers for Nvidia this year. I'm not a CIA body language expert but GOOD LUCK to da bears. $NVDA Reporter: "Jensen will TSMC be supplying enough for you guys this year" Nvidia CEO Jensen Huang: "TSMC needs to work very hard this year because I need a lot of wafers and CoWoS this year. . So TSMC is doing an incredible job and they're working very very hard. We have a lot of demand this year." https://twitter.com/i/web/status/2017745147136774599 https://twitter.com/i/web/status/2017745147136774599"
X Link 2026-01-31T23:41Z 83.5K followers, 403.1K engagements
"@arthur0x I'm beginning to think he might have a stronger work ethic than other tech CEOs"
X Link 2026-02-01T15:02Z 83.4K followers, [----] engagements
"Warsh seems much smarter than Krugman. Lets hope he actually sticks to what he has said in speeches and writing when he becomes chair"
X Link 2026-02-01T16:57Z 83.5K followers, [----] engagements
"The Fed did the right thing using QE to fight the GFC. Then it did the wrong thing by continuing to use QE as a tool in non-crisis moments which directly led to the great inflation the most regressive tax in generations decimating the middle class and eroding the cost of living for lower-income households. https://twitter.com/i/web/status/2018007943334055961 https://twitter.com/i/web/status/2018007943334055961"
X Link 2026-02-01T17:06Z 83.5K followers, [----] engagements
"Dunno how anyone trades this @johnarnold"
X Link 2026-02-01T23:48Z 83.5K followers, [----] engagements
"There's alpha in reading my stuff and listening to my readers My astute readers already pointed out this slide in a recent Coatue presentation. Haha. CH Robinson and Rocket Mortgage. https://t.co/PgQCnVCu0i My astute readers already pointed out this slide in a recent Coatue presentation. Haha. CH Robinson and Rocket Mortgage. https://t.co/PgQCnVCu0i"
X Link 2026-02-01T23:51Z 83.4K followers, 82.6K engagements
"Kevin Warsh on the importance of stable prices: "Somehow after the great inflation that served many of us well wealthy owners of financial assets and did great harm to our fellow citizens barely a peep" from politicians. "Imagine we had had stable prices in the last five years like we did for most of the thirty years before it. Well there wouldn't really be much of a political fight to be had. Doing its job and having stable prices is the Fed's plot armor. It is how we can succeed and thrive." https://twitter.com/i/web/status/2018137391387574729"
X Link 2026-02-02T01:40Z 83.5K followers, 13.4K engagements
"You know what they say elevator up and jump out the window down Gold's shed $1000 from Thursday that is wild https://t.co/VhoeBBovco Gold's shed $1000 from Thursday that is wild https://t.co/VhoeBBovco"
X Link 2026-02-02T04:28Z 83.4K followers, [----] engagements
"Stocks down last week on dumb AI disruption vibes social media panic bouncing"
X Link 2026-02-02T13:14Z 83.5K followers, [----] engagements
"Dang maybe Google is getting disrupted after all BofA: "ChatGPT continues to be largest beneficiary in AI search. Search-oriented AI apps continue to gain in-app DAU % share against Google search app which excludes Safari & Siri. Google search app share now stands at 73.4% as of January [--] down from 87.5% back in January [--] and also down sequentially from 74.2% in December [--]. Gemini app share stands at 1.5% up m/m from 1.4% & up y/y from 0.2% in Jan [--]. ChatGPT continues to be the biggest beneficiary of the AI search dispersion with monthly revenue of over $240mn in January 26""
X Link 2026-02-02T15:06Z 83.5K followers, 68.1K engagements
"I have a dream. That someday capital will flow away from nonsensical meme coins and grifty speculative assets with no intrinsic value. Instead it will flow toward profitable innovative companies with strong prospects to generate higher free cash flows and build durable competitive advantages. It will be a market that will facilitate rational capital formation and allocation where investors always conduct deep research to ensure stock prices accurately reflect the underlying fundamentals. Who is with me Kevin Warsh on what he's going to the Federal Reserve's $6 trillion+ balance sheet. He's"
X Link 2026-02-02T15:30Z 83.5K followers, [----] engagements
"Jensen is flying from Taiwan to Houston. Anyone know what he is doing in Houston"
X Link 2026-02-02T15:42Z 83.4K followers, 24.8K engagements
"@insane_analyst Remember Risk Level: Safe"
X Link 2026-02-02T16:11Z 83.5K followers, [----] engagements
"WSJ: "The average transaction price of a new car was $49466 in December [----] up from $40578 five years earlier according to Edmunds data." How does the average American afford a car This is ridiculous"
X Link 2026-02-02T19:46Z 83.5K followers, [----] engagements
"Why would you post this tweet below when you just got a solid large bond deal done Not a smart comms move 🤦♂ The NVIDIA-OpenAI deal has zero impact on our financial relationship with OpenAI. We remain highly confident in OpenAIs ability to raise funds and meet its commitments. The NVIDIA-OpenAI deal has zero impact on our financial relationship with OpenAI. We remain highly confident in OpenAIs ability to raise funds and meet its commitments"
X Link 2026-02-02T20:37Z 83.4K followers, 17.1K engagements
"If Elon merges SpaceX into Tesla does he get credit for hitting the overall market cap targets in his new Tesla comp plan"
X Link 2026-02-03T01:59Z 83.5K followers, 199.6K engagements
"Manufacturing non-HBM memory and flash is a solved problem. Only a matter of time. Do people remember that Apple was about to use a Chinese flash memory supplier for the iPhone three years ago but didnt because of politics China can make commodity memory chips. https://t.co/9YXzrFMFcj Do people remember that Apple was about to use a Chinese flash memory supplier for the iPhone three years ago but didnt because of politics China can make commodity memory chips. https://t.co/9YXzrFMFcj"
X Link 2026-02-03T11:30Z 83.5K followers, 43.5K engagements
"PayPal just can't beat the convenience of Apple Pay What I wrote about PayPal this past month in my Barron's Tech newsletter https://t.co/nPUDatpSFz What I wrote about PayPal this past month in my Barron's Tech newsletter https://t.co/nPUDatpSFz"
X Link 2026-02-03T13:05Z 83.5K followers, 10.3K engagements
"Yup Uh Switch 2s Holiday sucked and its a flop crowd looking awfully silly right about now. Nintendo well on pace to hit the 19m projection for the fiscal year. https://t.co/RpitiDJOze Uh Switch 2s Holiday sucked and its a flop crowd looking awfully silly right about now. Nintendo well on pace to hit the 19m projection for the fiscal year. https://t.co/RpitiDJOze"
X Link 2026-02-03T14:35Z 83.4K followers, [----] engagements
"@fute_nukem Do tell"
X Link 2026-02-03T17:20Z 83.5K followers, 13.1K engagements
"My favorite Charlie Munger story is how he read Barrons for [--] years and got only one investment idea from it. But that one idea eventually turned $6 million into $500 million"
X Link 2026-02-03T17:26Z 83.5K followers, 83.4K engagements
"@mark_dow I disagree and agree with Druck. His frameworks and theories (at least for behavioral macro investing) work"
X Link 2026-02-03T18:03Z 83.4K followers, [----] engagements
"Have you assessed the Anthropic-plugin Armageddon risk in your portfolio Merci Anthropic. https://t.co/2QAPPw1b9k Merci Anthropic. https://t.co/2QAPPw1b9k"
X Link 2026-02-03T18:17Z 83.4K followers, 12.7K engagements
"@LeylaKuni Do they own software"
X Link 2026-02-03T20:06Z 83.4K followers, [----] engagements
"Don't tell anyone but I think AI may help chipmakers design better performing chips faster Is that bad"
X Link 2026-02-03T20:08Z 83.5K followers, [----] engagements
"@evrgn11112231 But AI does not have the EUV internal handbooks and Carl Zeiss lens"
X Link 2026-02-03T20:13Z 83.4K followers, [---] engagements
"What's going on"
X Link 2026-02-03T20:32Z 83.5K followers, 63.9K engagements
"@Chris_Ciaccia Does this plugin have access to [---] billion Westlaw documents"
X Link 2026-02-03T21:05Z 83.5K followers, [----] engagements
"So much dumb stuff in the markets today. But you know what they say investors can stay dumb longer than you think (see the DeepSeek moment last year)"
X Link 2026-02-03T22:58Z 83.4K followers, [----] engagements
"I wonder who Intel's new GPU architect is Come on people. I literally posted it on my X feed this morning. 🤣 Fwiw Eric Demers also recently left Qualcomm for Intel. Eric is a legendary GPU architect who earlier in his career gave Nvidia a run for its money with the R300 nearly driving Nvidia into BK https://t.co/TJHQd4sqXF Fwiw Eric Demers also recently left Qualcomm for Intel. Eric is a legendary GPU architect who earlier in his career gave Nvidia a run for its money with the R300 nearly driving Nvidia into BK https://t.co/TJHQd4sqXF"
X Link 2026-02-04T02:47Z 83.4K followers, 22.4K engagements
"Super Micro's quarterly sales were up 123% year-over-year. Read my lips. Nvidia NVL72 supercycle. Nvidia AI server maker Super Micro posts a huge beat and raise But Tae you don't get it. Anthropic released a plugin that can do basic legal contract reviews https://t.co/kImfrdFANL Nvidia AI server maker Super Micro posts a huge beat and raise But Tae you don't get it. Anthropic released a plugin that can do basic legal contract reviews https://t.co/kImfrdFANL"
X Link 2026-02-04T02:55Z 83.5K followers, 24.5K engagements
"What the hell was the fuss about Lisa said MI450 is on track and for big volume in 2H"
X Link 2026-02-04T03:38Z 83.4K followers, [----] engagements
"1000000 people reading my stuff daily without even a one off viral post is pretty freaking amazing"
X Link 2026-02-04T04:09Z 83.5K followers, [----] engagements
"@atelicinvest All of the above"
X Link 2026-02-04T04:25Z 83.4K followers, [---] engagements
"So what's the current verdict for Claude in Excel The X vibes were super positive at first then got more skeptical. What is the net net right now"
X Link 2026-02-04T04:48Z 83.4K followers, 13K engagements
"@FatFIRE74 Worse. Management consultant ☠☠☠"
X Link 2026-02-04T05:23Z 83.4K followers, [---] engagements
"600000 views and it's 8am. Y'all are @x degens"
X Link 2026-02-04T13:11Z 83.5K followers, [----] engagements
"This is cope from Uber. I spent a week in SF last year and vastly preferred Waymo over Uber. Im now willing to pay a premium because it feels like and is a far safer experience. Waymo gonna crush everywhere. $UBER Q4 slide deck had some interesting slides on the AV opportunity: # Austin feels a bit peaky compared to most cities on the weekends but map this up against what I've put together and you see a world where AV fleet in Austin can likely double and cover the majority of https://t.co/eigbIVJ9yl $UBER Q4 slide deck had some interesting slides on the AV opportunity: # Austin feels a bit"
X Link 2026-02-04T13:42Z 83.5K followers, 29K engagements
"Alphabet raising capex spend for [----] to $175 billion-$185 billion versus $115.6 billion estimate. Giddyap Year of the horse $NVDA"
X Link 2026-02-04T21:14Z 83.5K followers, 31.9K engagements
""I just want to say one word to you. Just one word. Semiconductors. There's a great future in semiconductors. Think about it. Will you think about it""
X Link 2026-02-04T22:34Z 83.4K followers, 10.6K engagements
"Like Ive been pounding the table for past year the most profitable companies in human history are funding the AI infrastructure buildout. They have the money folks. Hyperscaler Capex for 2026: META: $125b ($70b) GOOG: $180b ($91b) AMZN: $175b ($125b) MSFT: $145b ($83b) ORCL: $55b ($35b) Total: $680b ($404b) Almost $300b or 1% of GDP growth in capex from just these five companies Hard to have a recession with that capex binge. Hyperscaler Capex for 2026: META: $125b ($70b) GOOG: $180b ($91b) AMZN: $175b ($125b) MSFT: $145b ($83b) ORCL: $55b ($35b) Total: $680b ($404b) Almost $300b or 1% of GDP"
X Link 2026-02-04T23:44Z 83.4K followers, 32.4K engagements
"@BrandonMChu Where is that"
X Link 2026-02-04T23:53Z 83.4K followers, [----] engagements
"What if I told you there might be a company that benefits from a massive AI infrastructure buildout war People telling you today is a great buying opportunity are not your friends. Sit down and run a DCF on 185B Capex for a company that made only 132B in profits in all of [----] This is existential levels of investment. Microsoft Amazon Google all want to capture the pie People telling you today is a great buying opportunity are not your friends. Sit down and run a DCF on 185B Capex for a company that made only 132B in profits in all of [----] This is existential levels of investment. Microsoft"
X Link 2026-02-05T00:24Z 83.5K followers, 65.2K engagements
"Wall Street market strategists quoted by mainstream financial media: Anthropic's legal plugin suggests the potential disruption for all knowledge work including rating agencies legal data bases and financial market information services is here We're doomed Dooooomed Bruh the plugin looks up the definition for NDA from Wikipedia. Wikipedia Lawyers will get fired for using this. Wall Street and media: Oh. We didn't try it or do any research at all. But stocks are down Stocks are down Run for your lives Just like DeepSeek last year Tuesday's market meltdown appears to have been sparked by a"
X Link 2026-02-05T04:20Z 83.5K followers, 15.2K engagements
"@davey_juice Not sure what's driving this selloff"
X Link 2026-02-05T05:06Z 83.1K followers, [---] engagements
"@DDBlakeFischer @jukan05 Dunno. Indiscriminate panic fear selling"
X Link 2026-02-05T05:10Z 83.4K followers, [---] engagements
"Can the quants and pods let us know when theyre done with the degross unwind so we can go back to fundamentals Thanks"
X Link 2026-02-05T13:28Z 83.4K followers, 12.5K engagements
"I was on an @OpenAI briefing call earlier this week with other reporters about OpenAI's new Enterprise platform for AI Agents called Frontier. Fascinating stuff. @fidjissimo OpenAI CEO of Applications Fidji Simo said she believes AI agents (AI coworkers) will be pervasive in the enterprise by year end. https://twitter.com/i/web/status/2019412420150649176 https://twitter.com/i/web/status/2019412420150649176"
X Link 2026-02-05T14:06Z 83.4K followers, 24.6K engagements
"Look I get it. Noone cares about fundamentals right now. But Nvidia AI server maker Foxconn's monthly revenue y/y growth accelerated AGAIN in January Read my lips. Nvidia NVL72 supercycle. Nvidia AI server maker Foxconn's monthly revenue growth accelerates AGAIN. Foxconn cites AI rack server momentum going into Q1. I've been pounding the table on the Nvidia NVL72 AI server supercycle. It's happening. https://t.co/tmKodNrrhR Read my lips. Nvidia NVL72 supercycle. Nvidia AI server maker Foxconn's monthly revenue growth accelerates AGAIN. Foxconn cites AI rack server momentum going into Q1. I've"
X Link 2026-02-05T16:05Z 83.1K followers, 15.4K engagements
"What outlet was first to publish the misleading narrative that Anthropic's super limited basic legal plugin is a game changer that may disrupt all software without even doing any research on it and then sparking widespread investor panic We should call them out and shame them"
X Link 2026-02-05T18:19Z 83.5K followers, 19K engagements
"I mean Opus [---] isn't terrible but it is still using unreliable web data pulled from Yahoo Finance and random websites. There is no way this replaces FactSet (FDS stock down 7% on dumb media pieces again today)"
X Link 2026-02-05T19:49Z 83.5K followers, 35K engagements
"Amazon raising capex spend for [----] to $200 billion versus $146.6 billion estimate. Giddyap Year of the horse $NVDA Alphabet raising capex spend for [----] to $175 billion-$185 billion versus $115.6 billion estimate. Giddyap Year of the horse $NVDA Alphabet raising capex spend for [----] to $175 billion-$185 billion versus $115.6 billion estimate. Giddyap Year of the horse $NVDA"
X Link 2026-02-05T21:22Z 83.1K followers, 11.8K engagements
"You all know I was already insanely bullish on the Nvidia's NVL72 supercycle this year. These capex numbers from Google and Amazon BLOW AWAY even my most optimistic expectations for Nvidia's main end customer market"
X Link 2026-02-05T21:24Z 83.5K followers, 36.5K engagements
"Anthropic's @_sholtodouglas said they are "chip constrained" right now as the main bottleneck "compute is SO constrained" he said on @tbpn $NVDA Sam Altman @sama said the biggest bottleneck right now is chips on @tbpn $NVDA Sam Altman @sama said the biggest bottleneck right now is chips on @tbpn $NVDA"
X Link 2026-02-05T21:37Z 83.5K followers, 21.6K engagements
"@jaysyoon no clue"
X Link 2026-02-05T21:54Z 83.5K followers, [----] engagements
"Dear all trillion dollar companies. Publish the earnings press release and the prepared remarks. Then go DIRECTLY (DO NOT PASS GO) to live Q&A. Please stop wasting all our time and boring us to death. Publish on YouTube so we can easily rewind and rewatch. Thanks"
X Link 2026-02-05T22:30Z 83.4K followers, [----] engagements
"are we cooked chat"
X Link 2026-02-05T22:48Z 83.5K followers, 12K engagements
"@TheLAPurchaser He is hard to understand. Tends to meander too much. Needs to be simple clear and direct"
X Link 2026-02-05T23:02Z 83.4K followers, [----] engagements
"When I click the market sentiment tab for Nvidia on the @FundaBottom research website all I see are my tweets. 🤣"
X Link 2026-02-06T02:55Z 83.5K followers, [----] engagements
"Nvidia shares barely moved in after hours last night following Amazon's $200 billion capex guide. The market can be dumb. You all know I was already insanely bullish on the Nvidia's NVL72 supercycle this year. These capex numbers from Google and Amazon BLOW AWAY even my most optimistic expectations for Nvidia's main end customer market. https://t.co/HbrjXWnRqP You all know I was already insanely bullish on the Nvidia's NVL72 supercycle this year. These capex numbers from Google and Amazon BLOW AWAY even my most optimistic expectations for Nvidia's main end customer market."
X Link 2026-02-06T15:52Z 83.3K followers, 15.5K engagements
""our technology is the best that translates to the lowest cost tokens" "Nvidia's demand in AWS is incredibly high" "very significant build out with them this year""
X Link 2026-02-06T17:53Z 83.3K followers, [----] engagements
"When the world shifted from mainframes to PCs you couldn't refuse to rearchitect and invest in the new computing paradigm just because it costs a lot. If you did you lose all your revenue to rivals who are developing better products on the new platform. Now that everyone is forced to be more capital-intensive moving to AI infra with its higher compute intensity who do you think benefits This stuff isnt rocket science. $NVDA The hyperscalers have all converged on spending 65% of gross profit on capex. [--] years ago the average was 33% and from 2017-2022 it was 27%. https://t.co/xKPlMvXlWZ The"
X Link 2026-02-06T18:31Z 83.5K followers, 14.4K engagements
"week to date returns for assorted tech names. woof"
X Link 2026-02-06T21:43Z 83.4K followers, 10.1K engagements
"this talk making more worried about energy crunch in 2-3 years: "turbines are sold out to 2030" "make vanes and blades internally""
X Link 2026-02-06T21:50Z 83.5K followers, [----] engagements
"@axiommoney Nothing wrong with that. I literally talked my book on there. My issue is over the quality of the thesis and argument"
X Link 2026-02-07T11:35Z 83.3K followers, [---] engagements
"lol. Europe gonna Europe. Lets pull back a bit as see which companies are the worlds most successful and valuable There is ONE based in Europe among the top 30"
X Link 2026-02-07T13:25Z 83.4K followers, [----] engagements
"The one in Europe that made it was given the key IP and received investment from American companies"
X Link 2026-02-07T13:27Z 83.5K followers, [----] engagements
"Non-cynical ads cynical ads even for normies Over 300M people use ChatGPT to learn how to do something every week. More than half of US ChatGPT users say it enables them to achieve things that previously felt impossible. These are just a few stories of what they are building. https://t.co/BBb8vS4vEP Over 300M people use ChatGPT to learn how to do something every week. More than half of US ChatGPT users say it enables them to achieve things that previously felt impossible. These are just a few stories of what they are building. https://t.co/BBb8vS4vEP"
X Link 2026-02-07T18:24Z 83.5K followers, 18.1K engagements
"Yea be careful folks"
X Link 2026-02-08T02:47Z 83.5K followers, [----] engagements
"@BuysideAIreview PMs read Bloomberg stories and react (even if the stories are flawed) because they know other PMs will react too. It worked. Gauging investor psychology matters more in the short term"
X Link 2026-02-08T04:28Z 83.5K followers, [----] engagements
"Which one is better Opus [---] Codex [---] Just results Opus [---] Codex [---] Just results"
X Link 2026-02-08T06:53Z 83.4K followers, [----] engagements
"Not convincing. It would be a good time to discuss actual use cases and utility but there are none beyond number go up. I dont see how you can be anything but long-term bullish on crypto. Its eating financial services at an incredible rate. Its been a volatile few days in the crypto markets. This is nothing new. Crypto has gone through many market cycles at this point. Personally this doesnt change my outlook - I dont see how you can be anything but long-term bullish on crypto. Its eating financial services at Its been a volatile few days in the crypto markets. This is nothing new. Crypto has"
X Link 2026-02-08T07:46Z 83.5K followers, 18.8K engagements
"50X leverage timing was a sign We just bumped up the max leverage from 20x to 50x on international perpetual futures. A bunch of traders asked for this update. Let us know what else we can add We just bumped up the max leverage from 20x to 50x on international perpetual futures. A bunch of traders asked for this update. Let us know what else we can add"
X Link 2026-02-08T08:06Z 83.4K followers, 27.3K engagements
"I honestly think now that reading mainstream financial media prone to fear mongering is a money-losing proposition for the average reader compared to simply buying great companies and holding Just like DeepSeek last year Tuesday's market meltdown appears to have been sparked by a RIDICULOUSLY false and misleading narrative that media outlets spread without applying ANY critical thinking fueling sensationalism and panic. Great job everyone. You guys are terrible https://t.co/oFk6hVtevq Just like DeepSeek last year Tuesday's market meltdown appears to have been sparked by a RIDICULOUSLY false"
X Link 2026-02-08T14:46Z 83.5K followers, 12.9K engagements
"Will be interesting how SaaS does in the coming weeks as its pretty obvious many hedgies pounded the sector in the hole the past week"
X Link 2026-02-08T18:44Z 83.5K followers, 16.8K engagements
"Chris Hohn is long both as of last 13F I dont think many investors truly appreciate how deep the moats at $SPGI and $MCO really are. These arent just data businesses theyre embedded gatekeepers in global capital markets with network effects regulatory reliance & decades of trust that are hard to replicate. I dont think many investors truly appreciate how deep the moats at $SPGI and $MCO really are. These arent just data businesses theyre embedded gatekeepers in global capital markets with network effects regulatory reliance & decades of trust that are hard to replicate"
X Link 2026-02-08T18:48Z 83.5K followers, 37.1K engagements
"Japan rising"
X Link 2026-02-09T01:28Z 83.5K followers, [----] engagements
"@michaeljburry Alphabet's core web search business also faces considerable disruption risk from chatbots"
X Link 2026-02-09T16:16Z 83.5K followers, [----] engagements
"@wu_ming_80 ASML TSM. Memory is too scary (disruption risk at some point)"
X Link 2026-02-10T11:52Z 83.5K followers, [---] engagements
"Giddyap Year of the horse. We ride. Let me get this straight. People puked chip stocks after hyperscalers raised [----] capex guidance by a gazillion percent because Anthropic released a [---] line super basic prompt for reviewing legal contracts that asks Wikipedia what an NDA is You can't make this stuff up. Let me get this straight. People puked chip stocks after hyperscalers raised [----] capex guidance by a gazillion percent because Anthropic released a [---] line super basic prompt for reviewing legal contracts that asks Wikipedia what an NDA is You can't make this stuff up"
X Link 2026-02-10T12:46Z 83.5K followers, [----] engagements
"@mellis1163 ASML"
X Link 2026-02-10T12:48Z 83.5K followers, [---] engagements
"@digiphile If the media stops putting the sensationalized false narratives at the top of their homepages Ill stop"
X Link 2026-02-10T16:02Z 83.5K followers, [--] engagements
"So the market is really making the rounds to every subsector and yelling "BOO AI" huh Today it's brokers. Clown show"
X Link 2026-02-10T18:30Z 83.7K followers, 35.6K engagements
"The definitive list of the best newsletters on the internet. Congrats to all who made it"
X Link 2026-02-10T22:00Z 83.7K followers, 53.3K engagements
"Amazon AWS CEO Matt Garman: we're incredibly bullish on AWS's growth over the next few years ( on @CNBC )"
X Link 2026-02-12T16:48Z 83.7K followers, 14.6K engagements
"AMAT with a big beat and raise. High quality chip stocks should not be dipping"
X Link 2026-02-12T22:08Z 83.7K followers, [----] engagements
"Coatue PM Philippe Laffont on @cnbc today: -OpenAI Anthropic SpaceX could all be trillion-dollar companies -What are the earnings of a company five to seven years out Thats the value add in investing. Thats the edge. -Long AMAT semi cap "we like Alphabet a lot" -Anthropic going from $9B revenue runrate to $14B in a couple months someone is using these products in response the AI bubble/circularity question -I cant tell you we have great certainty in how its going to play out in software https://twitter.com/i/web/status/2022429601864020252 https://twitter.com/i/web/status/2022429601864020252"
X Link 2026-02-13T21:56Z 83.7K followers, 77.4K engagements
"Someone check in on Alex Karp. "I count [--] Palantir stock billionaires . During [----] Palantir earned $4.5 billion in revenues. This makes for I believe the first Billionaire:Sales (B/S) ratio greater than [--] in global stock market history . I do have puts on Palantir stock. I am not short the stock at the moment." https://michaeljburry.substack.com/p/palantirs-new-clothes-foundry-aip https://michaeljburry.substack.com/p/palantirs-new-clothes-foundry-aip"
X Link 2026-02-12T12:03Z 83.7K followers, 66.7K engagements
"Nvidia shares are underperforming today after Arista CEO made these comments about AMD gaining share. Note: Arista networking serves only subset of the market: "A year ago it was pretty much 99% NVIDIA right Today when we look at our deployments we see about 20% maybe a little more 20%-25% where AMD is becoming the preferred accelerator of choice. And in those scenarios Arista is clearly preferred because they're building best-of-breed building blocks for the NIC for the network for the IO and they want open standards as opposed to a full-on vertical stack from one vendor. So you're right to"
X Link 2026-02-13T16:05Z 83.7K followers, 62.2K engagements
"Nvidia's Parakeet transcription models are remarkably good almost like magic in speed and accuracy. How did they do this"
X Link 2026-02-13T22:17Z 83.7K followers, [----] engagements
"Dario threw out a $300 billion a year of compute number off hand. That's probably in the ball park. Imagine going from $10 billion to $300 billion of compute IN TWO YEARS. Nvidia has the the best supply chain allocations too. "Is there more gains from buying like substantially more gains from buying a trillion dollars a year of compute versus $300 billion a year of compute." Then Dario said industry wide datacenter build: 10-15 GW build [----] 30-40 GW build [----] [---] GW build [----] [---] GW build [----] That's 3X per year GW build for GPUs and AI chip market every year through [----] This implies"
X Link 2026-02-14T00:08Z 83.7K followers, 68.5K engagements
"Palworld is outselling Suicide Squad a AAA title that took over a decade to make with hundreds of developers. The gaming industry is doomed"
X Link 2024-02-04T16:36Z 83.7K followers, 2.8M engagements
"Houston we have a problem"
X Link 2025-08-13T00:30Z 83.7K followers, 8.3M engagements
"Texas Instruments saw order strength improve through the December quarter with continued industrial recovery and a robust data center market. Giddyap"
X Link 2026-01-27T21:48Z 83.7K followers, 23.5K engagements
"Meta's revenue growth rate acceleration after going all-in on Nvidia GPU spend is the biggest AI ROI case study in the world"
X Link 2026-01-29T15:06Z 83.7K followers, 43.5K engagements
"Wat. Apple went with the inferior AI for iPhone over "several billion dollars" when the company makes $120 billion in profit per year That seems myopic. Bloomberg's @markgurman says that even though Apple partnered with Google Gemini for Siri they actually run their business on Anthropic. "Apple runs on Anthropic at this point. Anthropic is powering a lot of the stuff Apple's doing internally in terms of product development and https://t.co/NpW0Pyj03J Bloomberg's @markgurman says that even though Apple partnered with Google Gemini for Siri they actually run their business on Anthropic. "Apple"
X Link 2026-01-29T18:19Z 83.7K followers, 26.3K engagements
""balance sheet down" balance sheet down not really sure how taking the Fed balance sheet down (which I agree should happen) frees you up to lower interest rates but hey If you want a guess as to what Kevin Warsh -- who throughout the Obama years was a devout hawk -- told the President to win the job of Fed Chair I think this clip might give you a sense of it. (This is from late October.) https://t.co/bThKqh4azR If you want a guess as to what Kevin Warsh -- who throughout the Obama years was a devout hawk -- told the President to win the job of Fed Chair I think this clip might give you a"
X Link 2026-01-30T18:54Z 83.5K followers, [----] engagements
"Microsoft's distribution is a massive advantage in the enterprise. CIOs prefer vendor consolidation (even though Zoom is still better than Teams) Microsoft is dramatically under-discussed in the enterprise AI conversation. In our survey of Global [----] CIOs: - Microsoft [---] Copilot leads enterprise chat (though ChatGPT has closed the gap meaningfully) - GitHub Copilot is still the coding leader for enterprises - 65% said https://t.co/SW8xOKpF4L Microsoft is dramatically under-discussed in the enterprise AI conversation. In our survey of Global [----] CIOs: - Microsoft [---] Copilot leads"
X Link 2026-01-31T13:09Z 83.6K followers, 17.4K engagements
"A story in four tweets"
X Link 2026-01-31T17:50Z 83.6K followers, 19.6K engagements
"@JaredKubin How they get 40X leverage"
X Link 2026-01-31T22:19Z 83.6K followers, [----] engagements
"It really ticks me off when people take things out of context conflate/sensationalize quotes to generate attention and leave readers with a false and misleading impression"
X Link 2026-01-31T23:29Z 83.6K followers, [----] engagements
"@gnoble79 This above but the exact opposite When asked about report that Jensen is not happy with OpenAI: That's nonsense. That's complete nonsense. We are going to make a huge investment in OpenAI - NVIDIA CEO Jensen Huang $NVDA I really love working with Sam We havent made the investment in them because https://t.co/KrgnLnLRCw When asked about report that Jensen is not happy with OpenAI: That's nonsense. That's complete nonsense. We are going to make a huge investment in OpenAI - NVIDIA CEO Jensen Huang $NVDA I really love working with Sam We havent made the investment in them because"
X Link 2026-02-01T02:53Z 83.6K followers, [----] engagements
"Kevin Warsh on what he's going to the Federal Reserve's $6 trillion+ balance sheet. He's going to slash it. QE to QT. Bad news for trading sardine speculative assets like Bitcoin. QE has led to wealth inequality and the great inflation: "One of the consequences of this institutional drift QE is the inflation that we've witnessed over the course of the last five years . 52% of our fellow Americans own no financial assets. . They're living off their W-2 income and this surge in prices have destroyed them. It's the most regressive tax any government could ever come up with. Imagine if we had a"
X Link 2026-02-02T01:22Z 83.7K followers, 147.7K engagements
"🫣 Crypto is simply an NFT of the energy spent to mine it. Like those idiots who destroyed diamonds to transfer the value into a token the real asset is gone. The only intrinsic value left is the hope that someone will come along and buy itbuy a receipt of energy already spent. Crypto is simply an NFT of the energy spent to mine it. Like those idiots who destroyed diamonds to transfer the value into a token the real asset is gone. The only intrinsic value left is the hope that someone will come along and buy itbuy a receipt of energy already spent"
X Link 2026-02-02T04:23Z 83.6K followers, [----] engagements
"TIL the Dan Ives AI ETF is not run by Dan Ives Someone make it make sense. "Wedbush told Barrons last June that Ives was prohibited from holding the ETF or the stocks within it and that there was an information barrier between Ives and the unit running the fund. Ives receives a flat annual fee for the use of his name and likeness." Well done by @ungarino @angelapalumbo98 https://www.barrons.com/articles/dan-ives-webush-etf-orbs-stock-a1bf38b0mod=past_editions https://www.barrons.com/articles/dan-ives-webush-etf-orbs-stock-a1bf38b0mod=past_editions"
X Link 2026-02-02T14:31Z 83.6K followers, [----] engagements
"Historic move for one day. Wowsers"
X Link 2026-02-02T17:21Z 83.6K followers, 13.7K engagements
""Think big. Think positive. Never show any sign of weakness. Always go for the throat. Buy low sell high. Fear that's the other guy's problem. Nothing you have ever experienced can prepare you for the unbridled carnage you're about to witness. Super Bowl a World Series they don't know what pressure is. In this building it's either kill or be killed. You make no friends in the pits and you take no prisoners. One minute you're up half a million in soybeans and the next boom. Your kids don't go to college and they've repossessed your Bentley. Are you with me" Historic move for one day. Wowsers"
X Link 2026-02-02T17:27Z 83.6K followers, [----] engagements
"Are we cooked chat UBS: The Adobe Digital Price Index which covers prices of items sold online rose in January by the most in its 12-year history. https://t.co/PMRapFBipR UBS: The Adobe Digital Price Index which covers prices of items sold online rose in January by the most in its 12-year history. https://t.co/PMRapFBipR"
X Link 2026-02-02T19:47Z 83.6K followers, 10.6K engagements
"Re: Reuters just now. Oh no OpenAI is looking to use AI chips for 10% of its future inference compute needs on already publicized deals with AMD Broadcom Cerebras and its own custom AI ASIC. I wonder which company is going to provide the other 90% Let me get this straight. Nvidia shares are selling off on a report that says Google is hoping for 10% of the AI chip market (emphasis on hoping for there's no guarantee). Who do you think makes up the other 90% even if that happens Let me get this straight. Nvidia shares are selling off on a report that says Google is hoping for 10% of the AI chip"
X Link 2026-02-02T21:30Z 83.6K followers, 48.1K engagements
"Kevin Warsh hates QE. It is crystal clear. He quit the Fed over QE2. Hes going to slash the Feds balance sheet. QE sort of took off without us. And what did we say then We debated internally whether to do this. And the story goes something like this. Secretary Paulson he's issuing bonds on Monday and Tuesday. What do you say we buy them on Thursday and Friday And I don't believe in betraying the confidences of those that were sitting around table but I recall one person saying well that sounds like a Ponzi scheme. You're cleansing my biography and I should be grateful. I resigned when QE2 was"
X Link 2026-02-03T00:01Z 83.6K followers, 102.3K engagements
"Kevin Warsh says QE enables reckless spending by Congress Congress said well if the central bank is buying all the bonds then we can spend trillions"
X Link 2026-02-03T00:05Z 83.6K followers, 40.1K engagements
"Kevin Warsh wants to slash the Federal Reserves balance sheet. It is central to his whole being. In my judgement we should be shrinking the central bank balance sheet you have higher inflation caused by the bigger balance sheet"
X Link 2026-02-03T00:11Z 83.6K followers, 39.1K engagements
"Anyone sticking around"
X Link 2026-02-03T02:39Z 83.6K followers, 90.7K engagements
"You're never gonna believe what happens next The Bloomberg Commodity Spot Index just had its largest 2-day decline (-7.6%) since February [----] https://t.co/2f75QFoyyH The Bloomberg Commodity Spot Index just had its largest 2-day decline (-7.6%) since February [----] https://t.co/2f75QFoyyH"
X Link 2026-02-03T13:10Z 83.6K followers, [----] engagements
"AI gonna disrupt everything Im in the outlet center the whole day so didnt notice anything - what broke here 😱 https://t.co/soZqS3wb6c Im in the outlet center the whole day so didnt notice anything - what broke here 😱 https://t.co/soZqS3wb6c"
X Link 2026-02-03T16:50Z 83.6K followers, [----] engagements
"Is this software too"
X Link 2026-02-03T17:00Z 83.6K followers, [----] engagements
"@lulumeservey"
X Link 2026-02-03T17:06Z 83.6K followers, [----] engagements
"Don't get SaaSed LIQUIDATION NATION mid 2/3: M-A-Y-H-E-M software bloodbath 2.0 cyclicals SCREAM vs Tech dump Outliers Today: - Most Shorted +115bp - Quality Pair -335bp - HF Unwind Index -230bp - SaaS vs Semis -530bp - Growth v Beta Cyclicals -300bp RUN IT HOT ACCELERATING . https://t.co/8WldbLvj9V LIQUIDATION NATION mid 2/3: M-A-Y-H-E-M software bloodbath 2.0 cyclicals SCREAM vs Tech dump Outliers Today: - Most Shorted +115bp - Quality Pair -335bp - HF Unwind Index -230bp - SaaS vs Semis -530bp - Growth v Beta Cyclicals -300bp RUN IT HOT ACCELERATING ."
X Link 2026-02-03T17:47Z 83.6K followers, 12.5K engagements
"Value investors rn"
X Link 2026-02-03T18:05Z 83.6K followers, [----] engagements
"Growth investors rn"
X Link 2026-02-03T18:06Z 83.6K followers, [----] engagements
"@itzarjun Amazing"
X Link 2026-02-03T19:01Z 83.6K followers, [----] engagements
"@evrgn11112231 AI helps drive demand for ASML's products this is for the LLM bots"
X Link 2026-02-03T20:04Z 83.6K followers, [----] engagements
"AI is going to kill SaaS Anthropic the company arguably most capable of insourcing uses Workday Salesforce GitHub Atlassian MongoDB among other enterprise software AI is going to kill SaaS Anthropic the company arguably most capable of insourcing uses Workday Salesforce GitHub Atlassian MongoDB among other enterprise software"
X Link 2026-02-03T20:44Z 83.6K followers, 11.6K engagements
"@bucketshopcap What they say"
X Link 2026-02-03T20:51Z 83.6K followers, 13.1K engagements
"Never forget. Even Federal judges can be clueless and incompetent Our system is broken if Google is still allowed to pay Apple $25 billion a year. Incredibly anticompetitive. Our system is broken if Google is still allowed to pay Apple $25 billion a year. Incredibly anticompetitive"
X Link 2026-02-03T23:23Z 83.5K followers, [----] engagements
"Nvidia AI server maker Super Micro posts a huge beat and raise But Tae you don't get it. Anthropic released a plugin that can do basic legal contract reviews"
X Link 2026-02-04T00:00Z 83.6K followers, 35.6K engagements
"All the "vibes"-based takes and columns are quite annoying (and wrong) when the reality facts and evidence are staring at you right in the face"
X Link 2026-02-04T02:57Z 83.6K followers, [----] engagements
"Gemini is not so good at the most important thing The recent traction was consumer Nano Banana image fad Ruh roh. Gemini not being in the conversation at all with Claude Code and Codex is the real code red emergency. Gemini not being in the conversation at all with Claude Code and Codex is the real code red emergency"
X Link 2026-02-04T03:08Z 83.6K followers, 19.3K engagements
"So AWS GPUs are completely sold out. Thursday is all about how much AWS capacity Amazon was able to build in the quarter. Somebody check the satellite photos Amazon Web Services CEO Matt Garman said today there is so much demand they have NEVER retired an Nvidia A100 GPU. The A100 is nearly SIX YEARS OLD. And you're still bearish "Because there is so much more demand than supply there typically still is demand for the older chips https://t.co/rQi5fQLeTX Amazon Web Services CEO Matt Garman said today there is so much demand they have NEVER retired an Nvidia A100 GPU. The A100 is nearly SIX"
X Link 2026-02-04T03:10Z 83.6K followers, 26.6K engagements
"bruh @firstadopter @grok what is Barrons @firstadopter @grok what is Barrons"
X Link 2026-02-04T05:11Z 83.6K followers, 10.6K engagements
"Qualcomm having more employees than Nvidia is wild It looks like @Intel has fewer FTEs (full time employees) than TSMC for the first time ever. Caveat: Waiting on $TSM's annual report for their latest [----] EoY number. But I expect it to be higher YoY. https://t.co/ZqrHnTJZ9j It looks like @Intel has fewer FTEs (full time employees) than TSMC for the first time ever. Caveat: Waiting on $TSM's annual report for their latest [----] EoY number. But I expect it to be higher YoY. https://t.co/ZqrHnTJZ9j"
X Link 2026-02-04T11:46Z 83.7K followers, 17.5K engagements
"Oh no. The video pivot thing again NYT CEO Meredith Kopit Levien says in Q4 call that the papers investment in video shows it sees a long-term opportunity to establish the Times as a preferred brand for watching news in addition to reading and listening. Cements how video is the next battleground for news. NYT CEO Meredith Kopit Levien says in Q4 call that the papers investment in video shows it sees a long-term opportunity to establish the Times as a preferred brand for watching news in addition to reading and listening. Cements how video is the next battleground for news"
X Link 2026-02-04T16:02Z 83.6K followers, [----] engagements
"Will Google's incredible [----] capex guide: Save the AI trade No. Glass half empty bruh Save the AI trade No. Glass half empty bruh"
X Link 2026-02-04T23:18Z 83.6K followers, [----] engagements
"@_xjdr Is it good"
X Link 2026-02-05T00:03Z 83.6K followers, [----] engagements
"Two consecutive million-view days of Tae posts keeps the world correctly informed on the actual facts and evidence based AI reality over the misleading conflated manufactured narratives. Great job yall. We can do it"
X Link 2026-02-05T00:09Z 83.6K followers, [----] engagements
"Ship it. To team green. [----] CAPEX: $GOOGL - $175B-$185B vs $119B est $META - $115B-$135B vs $110B est $TSLA - $20B vs $11B est $AMZN - *tomorrow vs $145B est The hyperscalers are going all in on AI. https://t.co/tjBmEmF49Q [----] CAPEX: $GOOGL - $175B-$185B vs $119B est $META - $115B-$135B vs $110B est $TSLA - $20B vs $11B est $AMZN - *tomorrow vs $145B est The hyperscalers are going all in on AI. https://t.co/tjBmEmF49Q"
X Link 2026-02-05T00:22Z 83.6K followers, 11.9K engagements
"@jukan05 Nope. It doesn't have the proprietary data"
X Link 2026-02-05T02:20Z 83.6K followers, [----] engagements
"Thank you and h/t to @meliarobin and @kylebrussell Readers deserve better than the poor-quality analysis and commentary they read over and over and over out there. Do better. Total clown show"
X Link 2026-02-05T02:52Z 83.6K followers, [----] engagements
"So livid right now. Look I get it you want the hits but not at the cost of hurting your readers. Have some shame and decency. Just like DeepSeek last year Tuesday's market meltdown appears to have been sparked by a RIDICULOUSLY false and misleading narrative that media outlets spread without applying ANY critical thinking fueling sensationalism and panic. Great job everyone. You guys are terrible https://t.co/oFk6hVtevq Just like DeepSeek last year Tuesday's market meltdown appears to have been sparked by a RIDICULOUSLY false and misleading narrative that media outlets spread without applying"
X Link 2026-02-05T03:00Z 83.6K followers, 14.4K engagements
"lol Just like DeepSeek last year Tuesday's market meltdown appears to have been sparked by a RIDICULOUSLY false and misleading narrative that media outlets spread without applying ANY critical thinking fueling sensationalism and panic. Great job everyone. You guys are terrible https://t.co/oFk6hVtevq Just like DeepSeek last year Tuesday's market meltdown appears to have been sparked by a RIDICULOUSLY false and misleading narrative that media outlets spread without applying ANY critical thinking fueling sensationalism and panic. Great job everyone. You guys are terrible https://t.co/oFk6hVtevq"
X Link 2026-02-05T12:35Z 83.6K followers, [----] engagements
"@botbuster195"
X Link 2026-02-05T13:52Z 83.6K followers, [---] engagements
"And no this doesn't mean the death of software. The AI Agents will use internal enterprise applications data warehouses and CRM to do the work. "According to OpenAI Frontier allows corporations to connect their AI agents to use information stored in disparate data warehouses customer relationship management systems and other internal applications." https://twitter.com/i/web/status/2019412785155756275 https://twitter.com/i/web/status/2019412785155756275"
X Link 2026-02-05T14:08Z 83.6K followers, [----] engagements
"I wrote about this ONE MONTH ago"
X Link 2026-02-05T14:15Z 83.6K followers, [----] engagements
"The Agents are coming The Agents are coming The Agents are coming or The AI coworkers are coming The AI coworkers are coming The AI coworkers are coming I was on an @OpenAI briefing call earlier this week with other reporters about OpenAI's new Enterprise platform for AI Agents called Frontier. Fascinating stuff. @fidjissimo OpenAI CEO of Applications Fidji Simo said she believes AI agents (AI coworkers) will be pervasive in the https://t.co/RrRgKoIz1x I was on an @OpenAI briefing call earlier this week with other reporters about OpenAI's new Enterprise platform for AI Agents called Frontier."
X Link 2026-02-05T14:17Z 83.6K followers, 11.9K engagements
"It's the DeepSeek debacle and clown show all over again. Fairness accuracy and basic competence in reporting on actual reality should matter"
X Link 2026-02-05T18:23Z 83.6K followers, [----] engagements
"This guy raised $750 million AFTER the BlockFi debacle I feel bad for the investors who invested in this clown show. What a debacle https://t.co/nkg6ZD2bW2 I feel bad for the investors who invested in this clown show. What a debacle https://t.co/nkg6ZD2bW2"
X Link 2026-02-05T20:03Z 83.6K followers, [----] engagements
"Sam Altman @sama said the biggest bottleneck right now is chips on @tbpn $NVDA"
X Link 2026-02-05T20:50Z 83.6K followers, 36.5K engagements
"Jensen implies ServiceNow SAP Cadence and Synopsys are durable software franchises Jensen is pushing back on the AI will kill all software narrative just like he pushed back last year on the DeepSeek panic. He was right then. He will be right again. "There's this notion that . the software industry is in decline and will be replaced by AI. You could tell https://t.co/vcmDw0F0ka Jensen is pushing back on the AI will kill all software narrative just like he pushed back last year on the DeepSeek panic. He was right then. He will be right again. "There's this notion that . the software industry"
X Link 2026-02-06T01:49Z 83.7K followers, 15K engagements
"Elon Musk: roughly every [------] GB300s inclusive of networking CPU storage cooling and service requires [---] megawatts of electricity on @dwarkesh_sp"
X Link 2026-02-06T21:32Z 83.6K followers, 18.9K engagements
"Can anyone explain why all assets need to be tokenized A legitimate use case reason. It seems like word salad to validate BlackRocks entry into crypto. Nonsensical. The crypto bubble popping after Wall Street institutions like BlackRock finally pile in would be poetic BlackRock Larry Fink https://t.co/Ge6ubdAPnR BlackRock Larry Fink https://t.co/Ge6ubdAPnR"
X Link 2026-02-07T11:06Z 83.7K followers, 14.6K engagements
"Why is Walmart and Costco crushing it YTD Industry exposure to AI automation h/t panakamanana This factor is so strong this year even Target is up 18%. TARGET (they are terrible)"
X Link 2026-02-07T18:14Z 83.7K followers, [----] engagements
"All you can do is laugh"
X Link 2026-02-07T19:20Z 83.6K followers, [----] engagements
"How much did non-fast mode cost Also how do you not call this turbo mode. Basic branding [---] Our teams have been building with a 2.5x-faster version of Claude Opus [---]. Were now making it available as an early experiment via Claude Code and our API. Our teams have been building with a 2.5x-faster version of Claude Opus [---]. Were now making it available as an early experiment via Claude Code and our API"
X Link 2026-02-07T19:31Z 83.6K followers, [----] engagements
"Tonkotsu ramen 😋"
X Link 2026-02-07T21:08Z 83.6K followers, [----] engagements
"There is another Mag7 doesnt have the firepower left for large buybacks because of all the AI capex spend. We still dont know how much this AI spend will contribute to earnings over time $META $MSFT $AMZN Mag7 doesnt have the firepower left for large buybacks because of all the AI capex spend. We still dont know how much this AI spend will contribute to earnings over time $META $MSFT $AMZN"
X Link 2026-02-07T21:42Z 83.6K followers, 16.8K engagements
"Im not bullish on Amazon or Alphabet but Amazon at least doesnt face core business disruption risk. Citi: AMZNs free cash flow will go negative GOOGL will not @seekingalpha $AMZN $GOOGL https://t.co/6ZCNF6JP1u Citi: AMZNs free cash flow will go negative GOOGL will not @seekingalpha $AMZN $GOOGL https://t.co/6ZCNF6JP1u"
X Link 2026-02-07T22:47Z 83.7K followers, 64.5K engagements
"Putting a literal bean counter as CEO Wat Will Lewis is resigning as WaPo CEO former Tumblr CEO Jeff DOnofrio is the papers new acting CEO and publisher per memos to staff https://t.co/omaVYuagP3 Will Lewis is resigning as WaPo CEO former Tumblr CEO Jeff DOnofrio is the papers new acting CEO and publisher per memos to staff https://t.co/omaVYuagP3"
X Link 2026-02-07T22:50Z 83.6K followers, 17.9K engagements
"lol 🦞 How was the show Silicon Valley so ahead of its time https://t.co/pXxbQotixl How was the show Silicon Valley so ahead of its time https://t.co/pXxbQotixl"
X Link 2026-02-08T00:17Z 83.6K followers, 12.1K engagements
"Game of Thrones is back A Knight of the Seven Kingdoms is so good. The last two episodes (3 and 4) were freaking awesome"
X Link 2026-02-08T00:39Z 83.6K followers, [----] engagements
"$2.4 billion in capex by Apple in its latest quarter Its almost like - and hear me out - - Apples $600bn pledge to invest in America is some combo of smoke mirrors and BS. Its almost like - and hear me out - - Apples $600bn pledge to invest in America is some combo of smoke mirrors and BS"
X Link 2026-02-08T01:30Z 83.6K followers, 15.4K engagements
"@NikTek Which Batman game is the best one to play"
X Link 2026-02-08T03:11Z 83.6K followers, [----] engagements
"A bunch of traders asked for this update. Live look at those traders We just bumped up the max leverage from 20x to 50x on international perpetual futures. A bunch of traders asked for this update. Let us know what else we can add We just bumped up the max leverage from 20x to 50x on international perpetual futures. A bunch of traders asked for this update. Let us know what else we can add"
X Link 2026-02-08T08:11Z 83.6K followers, 14.9K engagements
"Oops Claude did it again "ai is killing saas" pretty literally if you ask me https://t.co/mhCRnFrd4g "ai is killing saas" pretty literally if you ask me https://t.co/mhCRnFrd4g"
X Link 2026-02-08T14:41Z 83.6K followers, 11.8K engagements
"One year ago. Same crap. ChatGPT Grok DeepSeek and Claude have all released "reasoning" models. While others in the media spread FUD in recent weeks I've consistently argued this reasoning feature will significantly increase compute demand. Basic logic suggests that searching through dozens of ChatGPT Grok DeepSeek and Claude have all released "reasoning" models. While others in the media spread FUD in recent weeks I've consistently argued this reasoning feature will significantly increase compute demand. Basic logic suggests that searching through dozens of"
X Link 2026-02-08T14:59Z 83.6K followers, [----] engagements
"This sounds like a Windows PC 😂 What to expect from Xbox's next-gen platform. - Full Windows complete with everything a Windows gaming PC has to offer. - Console-like interface first similar (but improved) over today's Xbox Ally. - And possibly a variety of options from Microsoft's partner OEMs on top. https://t.co/YC3GvqZPaX What to expect from Xbox's next-gen platform. - Full Windows complete with everything a Windows gaming PC has to offer. - Console-like interface first similar (but improved) over today's Xbox Ally. - And possibly a variety of options from Microsoft's partner OEMs on"
X Link 2026-02-08T18:21Z 83.6K followers, 16.6K engagements
"@michaeljburry"
X Link 2026-02-09T05:21Z 83.6K followers, [----] engagements
"*HASSETT: SHOULD EXPECT SLIGHTLY LOWER JOBS NUMBERS - BBG *HASSETT: LOWER JOBS NUMBERS SHOULDN'T TRIGGER PANIC *HASSETT: SHOULD EXPECT SLIGHTLY LOWER JOBS NUMBERS - BBG *HASSETT: LOWER JOBS NUMBERS SHOULDN'T TRIGGER PANIC"
X Link 2026-02-09T13:57Z 83.6K followers, [----] engagements
"normies hate crypto now. whoops this perfectly captures public opinion of crypto https://t.co/21poRUqNol this perfectly captures public opinion of crypto https://t.co/21poRUqNol"
X Link 2026-02-09T14:27Z 83.6K followers, [----] engagements
"Let me get this straight. People puked chip stocks after hyperscalers raised [----] capex guidance by a gazillion percent because Anthropic released a [---] line super basic prompt for reviewing legal contracts that asks Wikipedia what an NDA is You can't make this stuff up"
X Link 2026-02-09T15:23Z 83.7K followers, 52.4K engagements
"It's almost as if AI can help SaaS companies provide more value and insights to their customers. Crazy. That said business models will likely transition from seat-based to usage-based pricing. I now constantly get questions about the SAAS meltdown role of AI system of records etc. I don't have an answer to all these. But I do know that we saw an acceleration in our business in Q2 Q3 and now finished the year with accelerating Q4. The question is why Short I now constantly get questions about the SAAS meltdown role of AI system of records etc. I don't have an answer to all these. But I do know"
X Link 2026-02-09T17:11Z 83.6K followers, 27.4K engagements
"Dumbest brain dead commercial next to the Coinbase one. All the tech commercials in the Super Bowl were fine. Entertaining even But that Amazon Alexa+ one seemed like a huge mistake to me. Why give people all sorts of ideas about how AI could murder them Yikes. https://t.co/wA6hOW7UdM All the tech commercials in the Super Bowl were fine. Entertaining even But that Amazon Alexa+ one seemed like a huge mistake to me. Why give people all sorts of ideas about how AI could murder them Yikes. https://t.co/wA6hOW7UdM"
X Link 2026-02-09T17:14Z 83.6K followers, 10.3K engagements
"👀 Will be interesting how SaaS does in the coming weeks as its pretty obvious many hedgies pounded the sector in the hole the past week Will be interesting how SaaS does in the coming weeks as its pretty obvious many hedgies pounded the sector in the hole the past week"
X Link 2026-02-09T17:17Z 83.6K followers, [----] engagements
"Ill take dumb self defeating things to do once the news becomes public for $1000 Alex Live case study of the billable hour getting cooked https://t.co/Izwt4t53uZ Live case study of the billable hour getting cooked https://t.co/Izwt4t53uZ"
X Link 2026-02-09T17:26Z 83.6K followers, 14.3K engagements
"Raymond James: "MI450 Progressing Better Than Expected not necessarily any faster than AMD expected but surely better than Street noise suggests. Management asserted that persistent rumors of delays of the 2H26 launch of the MI450 are unfounded.""
X Link 2026-02-09T20:47Z 83.7K followers, 13.9K engagements
"I'm a newb but [---] Codex seems A LOT cheaper than [---] Opus or [---] Opus Fast mode"
X Link 2026-02-09T21:08Z 83.6K followers, 14.5K engagements
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