# ![@institLPGP Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1450922044745519111.png) @institLPGP Dave “3 and 30” Tepper

Dave “3 and 30” Tepper posts on X about ai, china, $acmr, in the the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1450922044745519111/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1450922044745519111/c:line/m:interactions.svg)

- [--] Week [------] -85%
- [--] Month [-------] +108%
- [--] Months [-------] +9,513%
- [--] Year [---------] +3,829%

### Mentions: [--] [#](/creator/twitter::1450922044745519111/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1450922044745519111/c:line/m:posts_active.svg)

- [--] Week [--] -54%
- [--] Month [---] +29%
- [--] Months [---] +1,120%
- [--] Year [---] +611%

### Followers: [---] [#](/creator/twitter::1450922044745519111/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1450922044745519111/c:line/m:followers.svg)

- [--] Week [---] +2.90%
- [--] Month [---] +36%
- [--] Months [---] +284%
- [--] Year [---] +539%

### CreatorRank: [-------] [#](/creator/twitter::1450922044745519111/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1450922044745519111/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  45.19% [finance](/list/finance)  33.65% [technology brands](/list/technology-brands)  23.08% [countries](/list/countries)  14.42% [cryptocurrencies](/list/cryptocurrencies)  7.69% [exchanges](/list/exchanges)  4.81% [musicians](/list/musicians)  3.85% [automotive brands](/list/automotive-brands)  3.85% [travel destinations](/list/travel-destinations)  2.88% [currencies](/list/currencies)  2.88%

**Social topic influence**
[ai](/topic/ai) 12.5%, [china](/topic/china) 12.5%, [$acmr](/topic/$acmr) #16, [in the](/topic/in-the) 8.65%, [$rkt](/topic/$rkt) #27, [bullish](/topic/bullish) #1227, [$stx](/topic/$stx) 4.81%, [market](/topic/market) 4.81%, [$be](/topic/$be) #62, [balance sheet](/topic/balance-sheet) 4.81%

**Top accounts mentioned or mentioned by**
[@ainativefirm](/creator/undefined) [@waterworldcapi1](/creator/undefined) [@semianalysis](/creator/undefined) [@evrgn11112231](/creator/undefined) [@timexcellent](/creator/undefined) [@buccocapital](/creator/undefined) [@grok](/creator/undefined) [@tshirtnjeans2](/creator/undefined) [@rhouseresearch](/creator/undefined) [@theouts1ders](/creator/undefined) [@jukan05](/creator/undefined) [@stressedassets](/creator/undefined) [@wovenking](/creator/undefined) [@pythiar](/creator/undefined) [@drdomicile](/creator/undefined) [@valleyinvesting](/creator/undefined) [@markdow](/creator/undefined) [@firstadopter](/creator/undefined) [@thefp](/creator/undefined) [@peterberezinbca](/creator/undefined)

**Top assets mentioned**
[ACM Research, Inc. Class A Common Stock (ACMR)](/topic/$acmr) [Rocket Companies, Inc. (RKT)](/topic/$rkt) [Stacks (STX)](/topic/$stx) [Bloom Energy Corporation (BE)](/topic/$be) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Sea Limited (SE)](/topic/$se) [Western Digital Corp (WDC)](/topic/$wdc) [Century Aluminum Co (CENX)](/topic/$cenx) [Coupang, Inc.  (CPNG)](/topic/$cpng) [Tesla, Inc. (TSLA)](/topic/tesla) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Sandisk Corporation (SNDK)](/topic/$sndk) [Workday Inc (WDAY)](/topic/$wday) [Now Coin (NOW)](/topic/$now) [Hyperliquid (HYPE)](/topic/$hype) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Zoom Video Communications Inc (ZM)](/topic/$zm) [CoreWeave, Inc (CRWV)](/topic/$crwv) [Seagate Technology Holdings PLC (STX)](/topic/seagate) [Amcor PLC (AMCR)](/topic/$amcr) [Berkshire Hathaway Inc Class B (BRK.B)](/topic/$brkb) [Targa Resources Corp. (TRGP)](/topic/$trgp) [Snowflake Inc. (SNOW)](/topic/$snow) [Freeport-McMoRan Inc (FCX)](/topic/$fcx) [Diamondback Energy Inc (FANG)](/topic/$fang) [Microsoft Corp. (MSFT)](/topic/microsoft) [Purr (PURR)](/topic/$purr)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Seems bullish installed DC AI $nbis Open models show 2.5x faster 6x more expensive Lower batch size speculative decoding harder Pareto optimal curve for Deepseek at https://t.co/d9dNCumX0I shows this Claude Opus [---] is [---] Tok/s/user Deepseek at [---] is 6k Tok/s/GPU At [---] tok/s/user it's closer to 1k https://t.co/X294HzM3Zo Open models show 2.5x faster 6x more expensive Lower batch size speculative decoding harder Pareto optimal curve for Deepseek at https://t.co/d9dNCumX0I shows this Claude Opus [---] is [---] Tok/s/user Deepseek at [---] is 6k Tok/s/GPU At [---] tok/s/user it's closer to 1k"  
[X Link](https://x.com/institLPGP/status/2020323933900165461)  2026-02-08T02:28Z [---] followers, [----] engagements


"literally no way $acmr isn't a huge beneficiary of this if true YMTC #3 $amcr customer Honestly I think this cycle will ultimately end when China ramps up production. Table: CXMT/YMTC [----] Production Volume: https://t.co/4bMneJ0kbY Honestly I think this cycle will ultimately end when China ramps up production. Table: CXMT/YMTC [----] Production Volume: https://t.co/4bMneJ0kbY"  
[X Link](https://x.com/institLPGP/status/1991613879072485454)  2025-11-20T21:05Z [---] followers, [----] engagements


"@evrgn11112231 at this point everything has downside. have to own the things that have at least symmetrical upside. dont see the big upside case for asml from here. HDD - yes. own $ACMR as WFE 15% pos. sig cheaper than any other wfe and far more growth upside. but china geopol risk"  
[X Link](https://x.com/institLPGP/status/2002131839201521690)  2025-12-19T21:40Z [---] followers, [----] engagements


"off to a fast start in '26. portfolio criticisms: [--]. concen - a single name -30% could detract 350-400bp [--]. correlated - single themes ("ai" "high beta") [--]. cash - 18% has a cost [--]. diversifiers small - $brkb $rkt $trgp [--]. policy risk - alum tariffs china wfe solar tax setup at 12/31/25 LFG [----] https://t.co/55rtPDnN3c setup at 12/31/25 LFG [----] https://t.co/55rtPDnN3c"  
[X Link](https://x.com/institLPGP/status/2008232629062299928)  2026-01-05T17:42Z [---] followers, [----] engagements


"Anyone have a screen of software companies on FCF yield $now $wday $snow"  
[X Link](https://x.com/institLPGP/status/2014081365029933083)  2026-01-21T21:03Z [---] followers, [----] engagements


"Most interesting memory and storage action after the close. After $Wdc earnings $wdc [---] $stx +3 What am I not seeing Wdc falling further behind in hamr development"  
[X Link](https://x.com/institLPGP/status/2017045778934509688)  2026-01-30T01:22Z [---] followers, [---] engagements


"OAI and Anthropic racing to get out in [----] Get ready for the most absurd claims and pie in the sky vibes. This is how bull markets die. These two - and SpaceX - raise 100bn between em. Buckle up and dont miss the ride The lead up to OAI IPO will be the ultimate AI tech bubble. The race for compute deployment; hysterics around DC JVs and financings; and AI visionary storytelling will reach a fever pitch. OAI will price and poof. Itll be overFor a while. Bull markets die from oversupply The lead up to OAI IPO will be the ultimate AI tech bubble. The race for compute deployment; hysterics"  
[X Link](https://x.com/institLPGP/status/2017061808196956240)  2026-01-30T02:26Z [---] followers, [----] engagements


"@ainativefirm @jukan05 On nand I believe in $Acmr to [---] Much better payoff profile thank sndk imo"  
[X Link](https://x.com/institLPGP/status/2017594057787089033)  2026-01-31T13:41Z [---] followers, [---] engagements


"this is good ol fashioned hardball. sam making jensen pony up. truth is ndva needs oai more than oai needs nvda. amazon threatening a 50bn oai investment likewise pressures jensen. grab the popcorn oai will get it's $100bn round $NVDA - OPENAI UNSATISFIED WITH SPEED AT WHICH NVIDIAS HARDWARE CAN SPIT OUT ANSWERS TO CHATGPT USERS FOR COMPLEX PROBLEMS -SOURCES $NVDA - OPENAI UNSATISFIED WITH SPEED AT WHICH NVIDIAS HARDWARE CAN SPIT OUT ANSWERS TO CHATGPT USERS FOR COMPLEX PROBLEMS -SOURCES"  
[X Link](https://x.com/institLPGP/status/2018450497250951512)  2026-02-02T22:24Z [---] followers, [----] engagements


"Commodity inflationary impulse incoming $cenx $fcx Its gunna feel good for a short while Dont forget the excess debt and anger in the system A legitimately strong move in the ISM manufacturing index today which is echoed in many of the PMIs abroad (so I dont see it as a fluke). The global manufacturing sector appears to be recovering following last years tariff turbulence. https://t.co/DlLEhbNAEJ A legitimately strong move in the ISM manufacturing index today which is echoed in many of the PMIs abroad (so I dont see it as a fluke). The global manufacturing sector appears to be recovering"  
[X Link](https://x.com/institLPGP/status/2018501147762254056)  2026-02-03T01:45Z [---] followers, [----] engagements


"put [--] point of cash to work in $se and $cpng at eod regret it already hate providing liquidity to shitty hedge funds"  
[X Link](https://x.com/institLPGP/status/2018886566270418998)  2026-02-04T03:17Z [---] followers, [---] engagements


"sold something bought my favorite oil proxy diamondback $fang if you dont rotate your book the market will rotate your book for you -me"  
[X Link](https://x.com/institLPGP/status/2019072395512824036)  2026-02-04T15:35Z [---] followers, [---] engagements


"oai is gone in [--] months subsumed into microsoft through IP rights and ChatGPT hosting probably not good for coreweave or oracle First the good part of the Anthropic ads: they are funny and I laughed. But I wonder why Anthropic would go for something so clearly dishonest. Our most important principle for ads says that we wont do exactly this; we would obviously never run ads in the way Anthropic First the good part of the Anthropic ads: they are funny and I laughed. But I wonder why Anthropic would go for something so clearly dishonest. Our most important principle for ads says that we wont"  
[X Link](https://x.com/institLPGP/status/2019147735606390818)  2026-02-04T20:35Z [---] followers, [---] engagements


"high time hyperliquid goes mainstream $purr $hype HIP [---]. Prediction Markets coming to Hyperliquid. Momentum. HIP [---]. Prediction Markets coming to Hyperliquid. Momentum"  
[X Link](https://x.com/institLPGP/status/2019153643308818630)  2026-02-04T20:58Z [---] followers, [---] engagements


"i cant remember do google (and meta) data centers use HDD for storage $stx $wdc Damn $GOOGL GCP 48% growth vs 35.5% cons and 38%+ whispers GCP OM 30.1% vs 22.4% Gemini MAU 750M+ Q4 vs 650M+ Q3 Capex guide $180B vs $120B https://t.co/fCyC0L9ehB Damn $GOOGL GCP 48% growth vs 35.5% cons and 38%+ whispers GCP OM 30.1% vs 22.4% Gemini MAU 750M+ Q4 vs 650M+ Q3 Capex guide $180B vs $120B https://t.co/fCyC0L9ehB"  
[X Link](https://x.com/institLPGP/status/2019167485795410059)  2026-02-04T21:53Z [---] followers, [----] engagements


"Bloom at a major max gladwell Tipping point Growing fast Margin expanding Expanding capacity Diversifying customers and end user markets you may have seen some hyperscalers increasing ai compute capex Sure wont hurt bloom $be Bloom may have a Tesla late-2019-like tipping point this year. Going to 2GW annual capacity with the demand side picking up steam. All the pieces are set. $be Bloom may have a Tesla late-2019-like tipping point this year. Going to 2GW annual capacity with the demand side picking up steam. All the pieces are set. $be"  
[X Link](https://x.com/institLPGP/status/2019536528918356249)  2026-02-05T22:20Z [---] followers, [----] engagements


"@timexcellent @SemiAnalysis_ seems NVIDIA is intent on it"  
[X Link](https://x.com/institLPGP/status/2019973823928627380)  2026-02-07T03:17Z [---] followers, [---] engagements


"@timexcellent @SemiAnalysis_ Yeah seems like an economic issue not a science issue. Schneider vertiv and even Eaton now investing behind it. The scale economics of full scale kyber dc might be enough to absorb the cost the added point $be makes is economics further improved by eliminating ac-dc step down"  
[X Link](https://x.com/institLPGP/status/2020140741301772697)  2026-02-07T14:20Z [---] followers, [--] engagements


"@buccocapital @firstadopter guy doesnt realize Google already has the most visited free ai chat with ads. Called Claude and Google mogging OAI http://Google.com http://Google.com"  
[X Link](https://x.com/institLPGP/status/2020500157071266023)  2026-02-08T14:09Z [---] followers, [---] engagements


"@stressed_assets @grok Im curious which listed mortgage business meet this criteria. Be exhaustive"  
[X Link](https://x.com/institLPGP/status/2020864441265389923)  2026-02-09T14:16Z [---] followers, [--] engagements


"@grok @stressed_assets @grok provide servicing recapture rates for each of these companies"  
[X Link](https://x.com/institLPGP/status/2020865214875378014)  2026-02-09T14:19Z [---] followers, [--] engagements


"@SemiAnalysis_ dont see that at all in nebius earnings See margin expansion"  
[X Link](https://x.com/institLPGP/status/2022068932736381277)  2026-02-12T22:02Z [---] followers, [----] engagements


"its time Go balls deep that special company you think benefits from ai implementation for cost savings Whats your fav Ill go first Rocket Companies (mortgage origination and servicing) $rkt Just a market share take beast on top emerging positive macro drivers to boot"  
[X Link](https://x.com/institLPGP/status/2018875110539845985)  2026-02-04T02:31Z [---] followers, [----] engagements


"bullish china wfe $acmr some things are just mispriced China blocks Nvidia chips China blocks Nvidia chips"  
[X Link](https://x.com/institLPGP/status/2012526295335223680)  2026-01-17T14:03Z [---] followers, [---] engagements


"$Acmr ifykyk 14% position may not be enough Nfa WOW This is big They are using complete domestic tools (including litho) for the majority of Fab [--] lines Fab [--] was at 65k WPM by the end of [----] Fab [--] is 100k WPM and Fab [--] will also ramp up to 100k WPM YMTC will adding 135k WPM of NAND capacity in the next [--] months WOW This is big They are using complete domestic tools (including litho) for the majority of Fab [--] lines Fab [--] was at 65k WPM by the end of [----] Fab [--] is 100k WPM and Fab [--] will also ramp up to 100k WPM YMTC will adding 135k WPM of NAND capacity in the next [--] months"  
[X Link](https://x.com/institLPGP/status/2017205889812299776)  2026-01-30T11:58Z [---] followers, 14K engagements


"theres just one way China massively expands memory output and its a u.s. listed 70% discounted semi cap called $acmr cant believe I might early retire on a china stock; will tell the grandkids about the time I did battle in China China's CXMT and YMTC to massively expand memory output amid global crunch - According to reporting by Nikkei Asia Chinas two major memory manufacturers view the global supply shortage as an opportunity for emerging players to catch up and are embarking on record-level China's CXMT and YMTC to massively expand memory output amid global crunch - According to reporting"  
[X Link](https://x.com/institLPGP/status/2018640768722968795)  2026-02-03T11:00Z [---] followers, 65.5K engagements


"@wovenking $acmr sold 1.34% of the shanghai listed entity last night for $110mm. gross is up to $8.5bn implied value acmr owns 75% of it. math checks out"  
[X Link](https://x.com/institLPGP/status/2018737842470461942)  2026-02-03T17:26Z [---] followers, [----] engagements


"based on my feed it seems fintwit owns the same shit might buy some software today anything AI-resistant on sale today $now $wday $tost"  
[X Link](https://x.com/institLPGP/status/2018744955595006339)  2026-02-03T17:54Z [---] followers, [----] engagements


"More port change in Jan than I should but had runners in $be $acmr $stx and $cenx and had to cut some and rebalance 2/2 +21% YTD rolls royce $rycey (ai power nuclear smr) and rocket $rkt (us resi orig and servicing) new top [--]. added back $be - neg alpha trade [--] cash cut risk this morning now 30% cash. $be ran hard ytd up 50%+ took tax free gains and sold the non-taxable trading portion of nebius $nbis it's hard to sell winners but when market feels so overbought and a loose cannon is traveling through europe with a bone to pick. +18 ytd https://t.co/uZw0iQPIX3 cut risk this morning now 30%"  
[X Link](https://x.com/institLPGP/status/2018775970358960322)  2026-02-03T19:57Z [---] followers, [----] engagements


"ok i'm ready to get in the ultimate crowded hf trade $se $cpng $meli just need to know who to: marry kiss $cpng $meli and $se look fully priced. especially next to $amzn. incremental revenue growth is at a high cost and with increasing competition. increasing from each other and china national champions. but if had to kiss $se kill $meli marry $cpng https://t.co/UcXs1YVWVs $cpng $meli and $se look fully priced. especially next to $amzn. incremental revenue growth is at a high cost and with increasing competition. increasing from each other and china national champions. but if had to kiss $se"  
[X Link](https://x.com/institLPGP/status/2018801528614920287)  2026-02-03T21:39Z [---] followers, [----] engagements


"just gunna leave this here from ubs analyst on kyber [---] volt architecture @SemiAnalysis_ skate to where the puck is going $be Bloom Energy just dropped a bombshell on their Q4 call. Their fuel cells now power absorption chillers using waste heat cutting data center electricity usage by 20%+ All is 800vdc No grid. No HFCs. Free cooling. Power + cooling from one platform. $BE 🔊 Listen to this 👇 https://t.co/YrT0mI1j1K Bloom Energy just dropped a bombshell on their Q4 call. Their fuel cells now power absorption chillers using waste heat cutting data center electricity usage by 20%+ All is"  
[X Link](https://x.com/institLPGP/status/2019842285215838718)  2026-02-06T18:35Z [---] followers, 30.1K engagements


"buying software $igv is like calling Joe schumpeter a moron youre the moron There is no need or yet reason to own a software incumbent unless you are crystal fking clear they have a strategy for competitive pressure Today was super bullish market and super negative software"  
[X Link](https://x.com/institLPGP/status/2019906727160807867)  2026-02-06T22:51Z [---] followers, [----] engagements


"key from this week: Agents Have Entered the Enterprise - agent proliferation at Clawdbot. dont @ me - goldman announces Anthropic FDEs across the firm accounting compliance and ops areas - palantir crushes it again - software vibes go bye bye Next MIT survey wont say this: buying software $igv is like calling Joe schumpeter a moron youre the moron There is no need or yet reason to own a software incumbent unless you are crystal fking clear they have a strategy for competitive pressure Today was super bullish market and super negative software buying software $igv is like calling Joe"  
[X Link](https://x.com/institLPGP/status/2019920519483597184)  2026-02-06T23:45Z [---] followers, [----] engagements


"Public market AI investing is entirely short cycle narrative driven. Weve never seen anything like it. Adult swim only. Heres Why: - Retail as marginal price setter - Socials for immediate information diffusion - Investment scale and capacity expansion - AI deep fast DYOR"  
[X Link](https://x.com/institLPGP/status/2020157944000553112)  2026-02-07T15:29Z [---] followers, [---] engagements


"Risks - Crowding due to socials and LLM DYOR - Valuation dislocation (up and down) - Fast exit liquidity risk - Fast leveraged momentum shifts - Fast spillover effects on factor (primarily sector) tilts - Single name price gaps"  
[X Link](https://x.com/institLPGP/status/2020157946747867313)  2026-02-07T15:29Z [---] followers, [----] engagements


"Alpha Opportunities: - Momentum trading - Concentration - Pair trades - Cut fast - Let winners run"  
[X Link](https://x.com/institLPGP/status/2020157949155381587)  2026-02-07T15:29Z [---] followers, [---] engagements


"Reminder that markets climb a wall of worry @buccocapital The search for that which cannot be disrupted @buccocapital The search for that which cannot be disrupted"  
[X Link](https://x.com/institLPGP/status/2020286954529575068)  2026-02-08T00:01Z [---] followers, [---] engagements


"From Dan Loebs letter Idea generation from LLMs likely DECREASE hedge fund crowding (e.g. HF dinners less impactful) and Significantly INCREASE overall market crowding (e.g. Retail access to the same idea sources) We are in unusually crowded times Risks - Crowding due to socials and LLM DYOR - Valuation dislocation (up and down) - Fast exit liquidity risk - Fast leveraged momentum shifts - Fast spillover effects on factor (primarily sector) tilts - Single name price gaps Risks - Crowding due to socials and LLM DYOR - Valuation dislocation (up and down) - Fast exit liquidity risk - Fast"  
[X Link](https://x.com/institLPGP/status/2020580249801814122)  2026-02-08T19:27Z [---] followers, [----] engagements


"do amzn holders really not realize amazon has enjoyed effectively an online retail monopoly in "shelf space" and will soon be abstracted through the new chat interface"  
[X Link](https://x.com/institLPGP/status/2020887657899766039)  2026-02-09T15:48Z [---] followers, [---] engagements


"Keyser Soze on The greatest trick the devil ever pulled was convincing the world "The Rule of 40" was a proxy for valuation $mndy http://Monday.com http://Monday.com"  
[X Link](https://x.com/anyuser/status/2020892727454417086)  2026-02-09T16:09Z [---] followers, [----] engagements


"objectively the ccp motive for letting covid out of wuhan was to end hong kong protests install monitoring equipment replace the executive and arrest jimmy Jimmy Lai should be a household name in the free world. The dissident just sentenced to [--] years in prison in Hong Kong. Read about him in @TheFP: https://t.co/mEECjn4tjP Jimmy Lai should be a household name in the free world. The dissident just sentenced to [--] years in prison in Hong Kong. Read about him in @TheFP: https://t.co/mEECjn4tjP"  
[X Link](https://x.com/institLPGP/status/2020961579748212800)  2026-02-09T20:42Z [---] followers, [---] engagements


"$ddog sounds like a promising one 15x sales generates no cash continuously issues net shares lower"  
[X Link](https://x.com/institLPGP/status/2021622551873732928)  2026-02-11T16:29Z [---] followers, [---] engagements


"leaving this prediction here: Meta must and will make a significant strategic and financial investment in Nebius $META Metas auditor EY raised concerns over a $27 billion data-center deal moved off the companys balance sheet into a joint venture with Blue Owl. While EY approved the treatment it labeled it a critical audit matter signaling high judgment and risk. Lawmakers and $META Metas auditor EY raised concerns over a $27 billion data-center deal moved off the companys balance sheet into a joint venture with Blue Owl. While EY approved the treatment it labeled it a critical audit matter"  
[X Link](https://x.com/institLPGP/status/2021685064224899366)  2026-02-11T20:37Z [---] followers, [----] engagements


"$amzn **retail** bear case is: i stop scrolling through ads and bullshit promoted listings and chinese products on and instead ask chat to show me three items to buy that best meet my criteria http://amazon.com $AMZN AWS is a $126B business growing at 24% Advertising is $68B business growing at 22% SERIOUSLY. I am not kidding. Pitch me your bear case. https://t.co/gioJMFLPqt http://amazon.com $AMZN AWS is a $126B business growing at 24% Advertising is $68B business growing at 22% SERIOUSLY. I am not kidding. Pitch me your bear case. https://t.co/gioJMFLPqt"  
[X Link](https://x.com/institLPGP/status/2020887655433535640)  2026-02-09T15:48Z [---] followers, [---] engagements


"its a horse ranch for me The longer you spend in tech the stronger the urge to buy a farm and never touch a computer in your life again. https://t.co/LcsqmTYUn0 The longer you spend in tech the stronger the urge to buy a farm and never touch a computer in your life again. https://t.co/LcsqmTYUn0"  
[X Link](https://x.com/institLPGP/status/2022383960031138221)  2026-02-13T18:54Z [---] followers, [---] engagements


"why are software cope bros doomed Not software; the bros themselves. they have no adaptive ability. even after the saas valuation shift they still say $zm trades 4.3x sales informationless and ZIRP thinking. Just Say $zm trades at 15x p/e like someone without bias Zoom has competed with free well-distributed products for years. It has 98% net retention and 4% growth. Yet it trades at 4.3x sales. Higher than Gitlab Atlassian Workday HubSpot etc. Why It has proven it has a place in the world and has a 25% GAAP EBIT margin. Zoom has competed with free well-distributed products for years. It has"  
[X Link](https://x.com/institLPGP/status/2022702536109469772)  2026-02-14T16:00Z [---] followers, [----] engagements


"have avoided these names (coupang always owned sea from [--] to 80). and stepped in them recently "buying the dip" on some hedge fund low quality shit motels $cpng $sea While the headline on Coupang ( $CPNG ) suggest another data leak which would have been really devastating this is not a new leak. The team identified additional 165K accounts that were affected during the previous Nov [----] data breach. In any case it is not a good news that https://t.co/07giFx4NI1 While the headline on Coupang ( $CPNG ) suggest another data leak which would have been really devastating this is not a new leak."  
[X Link](https://x.com/institLPGP/status/2019823932162056521)  2026-02-06T17:22Z [---] followers, [----] engagements


"Berezin who in my career has been a giant in independent research is surprisingly bullish growth. @PeterBerezinBCA would you call it benign growth acceleration With the Fed cutting rates fiscal stimulus kicking into high gear and tariff effects largely in the rear-view mirror growth should improve in the next few months. But right now broad-based indicators do not point to global boom. https://t.co/2ZpCFXfRxt With the Fed cutting rates fiscal stimulus kicking into high gear and tariff effects largely in the rear-view mirror growth should improve in the next few months. But right now"  
[X Link](https://x.com/institLPGP/status/2019950367887196614)  2026-02-07T01:44Z [---] followers, 18.9K engagements


"@JaredSleeper You just made my point. constrained thinking. No one has to invest in saas cos. And only software bros pretend a company can be valued on sales. The market eats earnings- consider $zm vs the entire market- its 15x p/e far more informative and unbiased"  
[X Link](https://x.com/institLPGP/status/2022714124858196457)  2026-02-14T16:46Z [---] followers, [---] engagements


"huge if true weekly reminder: markets climb walls of worry Personal saving rates are falling consumer spending is accelerating and household net worth just hit a record. Retirees are spending more while getting richer. 🔒 Members-Only https://t.co/7wpSg9MOqf Personal saving rates are falling consumer spending is accelerating and household net worth just hit a record. Retirees are spending more while getting richer. 🔒 Members-Only https://t.co/7wpSg9MOqf"  
[X Link](https://x.com/institLPGP/status/2023173856114946498)  2026-02-15T23:13Z [---] followers, [---] engagements


"those who have children and treat them like dogs lack a stake in the future @WSJ Those without children lack a stake in the future @WSJ Those without children lack a stake in the future"  
[X Link](https://x.com/institLPGP/status/2023250397469741524)  2026-02-16T04:17Z [---] followers, [---] engagements


"Nvda has tried fully controlled cloud multiple ways and failed bc hyper - Nvda customers - dont want heads up competition. Non-controlled clouds like $crwv and $Nbis are the next best thing. Off balance sheet pnl flow through"  
[X Link](https://x.com/institLPGP/status/2016125135376330906)  2026-01-27T12:24Z [---] followers, [---] engagements


"it's a COMMODITY ofc china is coming fo dat margin $mu $sndk Memory chip super cycle opens door for China to challenge South Korea The ongoing surge in memory chip prices has brought a substantial profit boom for Samsung Electronics and SK Hynix. Although prices are expected to continue trending upward industry experts caution that this https://t.co/JKuqdDrx0v Memory chip super cycle opens door for China to challenge South Korea The ongoing surge in memory chip prices has brought a substantial profit boom for Samsung Electronics and SK Hynix. Although prices are expected to continue trending"  
[X Link](https://x.com/institLPGP/status/2016206999134814651)  2026-01-27T17:49Z [---] followers, [----] engagements


"@ainativefirm lol i sold these 50% ago () so i'm definitely fomo'ing. these names always overbuild. the longer they wait the more the china supply. not all dram or nand/ssd is commodity but it is. venny crude is shit. but it still sells. just for lower cost"  
[X Link](https://x.com/institLPGP/status/2016223059808588113)  2026-01-27T18:53Z [---] followers, [--] engagements


"$stx call is fuego @WaterworldCapi1 time to cover that short boy Seems to me $wdc and $stx earnings orders and guidance might be ok https://t.co/JdqNk3BTTn Seems to me $wdc and $stx earnings orders and guidance might be ok https://t.co/JdqNk3BTTn"  
[X Link](https://x.com/institLPGP/status/2016273526253031666)  2026-01-27T22:14Z [---] followers, [----] engagements


"@WaterworldCapi1 she's ripe for ya hdd sentiment will be tipped over by essd supply eventually but tco delta is yawning wildly in hdd favor providing buffer. price/exa proj flat to up while hamr ramping exa density. insane implications"  
[X Link](https://x.com/institLPGP/status/2016276485963698223)  2026-01-27T22:25Z [---] followers, [--] engagements


"@PythiaR @WaterworldCapi1 peter lynch approach applied to tech investing: i'm creating a boatload of ai slop a ton more than [--] years ago. hdd demand must go up"  
[X Link](https://x.com/institLPGP/status/2016281011508707345)  2026-01-27T22:43Z [---] followers, [---] engagements


"@ainativefirm @WaterworldCapi1 haha no seagate is still a top [--] or [--] position. I owned wdc sndk and mu in large size Aug to Nov last year. Was v good. and tbh Im jealous I missed the last run I nearly bought sndk and mu today. but promised I wouldnt until a big pullback. have to let it go otherwise"  
[X Link](https://x.com/institLPGP/status/2016300290840895576)  2026-01-28T00:00Z [---] followers, [---] engagements


"@TShirtnJeans2 @ainativefirm @WaterworldCapi1 clawd is a huge node of exponential compute demand. Demand for everything is going up. I suppose kimi might as well add in top. For me clawd is bigger than chat in terms of user engagement with ai. No one knows where this heads but willingness to pay is about to explode"  
[X Link](https://x.com/institLPGP/status/2016304795364000185)  2026-01-28T00:18Z [---] followers, [--] engagements


"Productivity booming Amazon to cut 16k jobs: "Some of you might ask if this is the beginning of a new rhythm where we announce broad reductions every few months. Thats not our plan." $AMZN: +2.6% Pre-Market https://t.co/BpjSk8mFS5 Amazon to cut 16k jobs: "Some of you might ask if this is the beginning of a new rhythm where we announce broad reductions every few months. Thats not our plan." $AMZN: +2.6% Pre-Market https://t.co/BpjSk8mFS5"  
[X Link](https://x.com/institLPGP/status/2016484011107860756)  2026-01-28T12:10Z [---] followers, [---] engagements


"I spent 20mins yest setting up Claude to build a 50-yr personal financial forecast. Reflecting my balance sheet family life costs asset returns expenses etc. reviewed the template and set Claude off to fix link issues. I built a similar model 5yr ago. Im already pleased. It's funny seeing FinTwit up in arms about duking on Claude or Coding tools for excel and saying we won't be replaced. i) no financial modeling was never the separator / value add for alpha generation deal execution etc. BUT it was a crucial input and a 'needed to be done' It's funny seeing FinTwit up in arms about duking on"  
[X Link](https://x.com/institLPGP/status/2016485729975615767)  2026-01-28T12:17Z [---] followers, [---] engagements


"do I smell a US Government investment coming rah rah rah lets go us aluminum onshoring $cenx Century Aluminum CEO discusses industry comeback amid security concerns Fox Business https://www.foxbusiness.com/media/ceo-warns-aluminum-supply-chain-so-thin-single-fire-could-trigger-nationwide-crisis https://www.foxbusiness.com/media/ceo-warns-aluminum-supply-chain-so-thin-single-fire-could-trigger-nationwide-crisis"  
[X Link](https://x.com/institLPGP/status/2016488365944623429)  2026-01-28T12:27Z [---] followers, [----] engagements


"seagate (HDD) and asml both had earnings last night this morning $stx +13 $asml +1 this was a good call sorry asml fan boys i dont make the rules @evrgn11112231 at this point everything has downside. have to own the things that have at least symmetrical upside. dont see the big upside case for asml from here. HDD - yes. own $ACMR as WFE 15% pos. sig cheaper than any other wfe and far more growth upside. but china geopol risk @evrgn11112231 at this point everything has downside. have to own the things that have at least symmetrical upside. dont see the big upside case for asml from here. HDD -"  
[X Link](https://x.com/institLPGP/status/2016519836482908499)  2026-01-28T14:32Z [---] followers, [----] engagements


"$msft impressive but Sam making himself systemically important. $orcl $crwv $corz $nvda $MSFT CFO: "Commercial remaining performance obligations.increased to $625B up 110% Y/Y with a weighted average duration of [---] years. Roughly 25% will be recognized in revenue in the next [--] months up 39% Y/Y. The remaining portion recognized beyond the next [--] months https://t.co/F8ZPVCj9D8 $MSFT CFO: "Commercial remaining performance obligations.increased to $625B up 110% Y/Y with a weighted average duration of [---] years. Roughly 25% will be recognized in revenue in the next [--] months up 39% Y/Y. The"  
[X Link](https://x.com/institLPGP/status/2016650197325980062)  2026-01-28T23:10Z [---] followers, [----] engagements


"@aggresivevalue if right that's about as bearish a trend as the market could get"  
[X Link](https://x.com/institLPGP/status/2016919714740543801)  2026-01-29T17:01Z [---] followers, [---] engagements


"ok thats an exaggeration obviously $sndk is most interesting"  
[X Link](https://x.com/institLPGP/status/2017047396811669962)  2026-01-30T01:29Z [---] followers, [---] engagements


"today's yield changes [--] year up 1bp [--] year down 1bp [--] mo down 1bp equities basically flat commodities melting down warsh is good for america - gotta be bessent's pick"  
[X Link](https://x.com/institLPGP/status/2017271809771462716)  2026-01-30T16:20Z [---] followers, [---] engagements


"Crypto bros trying to pull the pin in the US economy by driving up bank capital costs utter retardation short the bald crypto bros and send them to Barbados YOU ARE FULL OF S.: ARMSTRONG CLASHES WITH DIMON AT DAVOS At Davos JPMorgans Jamie Dimon told Coinbase CEO Brian Armstrong You are full of s after Armstrong accused banks of blocking crypto-friendly legislation. The confrontation highlights a growing battle: banks YOU ARE FULL OF S.: ARMSTRONG CLASHES WITH DIMON AT DAVOS At Davos JPMorgans Jamie Dimon told Coinbase CEO Brian Armstrong You are full of s after Armstrong accused banks of"  
[X Link](https://x.com/institLPGP/status/2017357910729195671)  2026-01-30T22:03Z [---] followers, [---] engagements


"@ainativefirm @jukan05 They make WFE cleaning tools and some etching. Sell into Ymtc for nand and cmtx for dram. China pushing harder into these end markets given global demand and Acmr is absurdly cheap and growing fast to that backdrop"  
[X Link](https://x.com/institLPGP/status/2017602564133458101)  2026-01-31T14:15Z [---] followers, [---] engagements


"@GavinSBaker read the footnotes garbage in garbage out if the data was reliable the trend would be devastating for saas raising prices to offset falling growth is not a positive it's a reason to cut the cord just ask comcast"  
[X Link](https://x.com/institLPGP/status/2017695653778874852)  2026-01-31T20:25Z [---] followers, [--] engagements


"@WaterworldCapi1 Cigarettes software from here $mo"  
[X Link](https://x.com/institLPGP/status/2017755058348171685)  2026-02-01T00:21Z [---] followers, [---] engagements


"@PythiaR Thats right. Value flows straight down and out through the compute. always was the case. $goog $nbis $nvda To name a few"  
[X Link](https://x.com/institLPGP/status/2017780315935174740)  2026-02-01T02:01Z [---] followers, [---] engagements


"@buccocapital @RHouseResearch Why wouldnt they invest $20bn of cash gets levered 5x in an asset backed GPU conduit $nvda puts a use or pay guaranty on it raise $80bn debt from athene and blackstone to give nvda $100bn revenue. Nvda balance sheet remains unblemished. Whats $20bn to Nvda anyways"  
[X Link](https://x.com/institLPGP/status/2017781742615105591)  2026-02-01T02:07Z [---] followers, [---] engagements


"@jerallaire saylor too cringe even for crypto. you the new head cringe"  
[X Link](https://x.com/institLPGP/status/2017805953886765357)  2026-02-01T03:43Z [---] followers, [---] engagements


"@GaryWinslett Fully confident brooks is talking about the one triune God"  
[X Link](https://x.com/institLPGP/status/2017808023826149731)  2026-02-01T03:51Z [---] followers, [--] engagements


"S&P all time highs Bitcoin -40% WHILE dxy melting down Crypto had to die So that equities could reign Bitcoin underperforming QQQ last [--] months is a VERY favorable correlation break. The longer Crypto stays in the tank the healthier for equities and AI theme specifically. https://t.co/PkVX7PRH4r Bitcoin underperforming QQQ last [--] months is a VERY favorable correlation break. The longer Crypto stays in the tank the healthier for equities and AI theme specifically. https://t.co/PkVX7PRH4r"  
[X Link](https://x.com/institLPGP/status/2017810000417055008)  2026-02-01T03:59Z [---] followers, [---] engagements


"Chart crime look back longer obviously real rates should be positive the 09-21 period was an anomaly perhaps the other takeaway is bank deregulation has a loooong way to go to restore the Fed balance sheet to normal short lifeco insurance long banks Something Must Give Either Gold is overvalued or the USD will weaken substantially to accommodate implied Reals. (Take: One will happen first. then the other just as 1976-1982 era) https://t.co/tUbUNUwp5U Something Must Give Either Gold is overvalued or the USD will weaken substantially to accommodate implied Reals. (Take: One will happen first."  
[X Link](https://x.com/institLPGP/status/2017982202546360549)  2026-02-01T15:23Z [---] followers, [---] engagements


"@TheBenSchmark @BATMongoose just makin it up here but If 8bn [--] year rev 800mm per year. Could put a 4x multiple on that to 3.2bn get 220mm to Cenx. Or run the fully levered FCF and presumably come out somewhere less. Cenx could be up 10% to fully reflect the 200mm cash and 200mm look through DC exposure"  
[X Link](https://x.com/institLPGP/status/2018489161301242334)  2026-02-03T00:58Z [---] followers, [--] engagements


"@RHouseResearch Elon believes in one super intel - whoever gets there first. And he wants / needs to control it. eventually spacex and Tesla merge. Gives him control over the brain and the muscle. Only way he can get control of tsla is through spacex. Xai was tablestakes"  
[X Link](https://x.com/institLPGP/status/2018496909577441377)  2026-02-03T01:28Z [---] followers, [----] engagements


"@ainativefirm ofc they can and have but as you know this business is all about compounded yields - fabs order the best Acmr wouldnt be spending to build an Oregon sales hub to serve US mfr if it wasnt already the best available in China"  
[X Link](https://x.com/institLPGP/status/2018657494554603618)  2026-02-03T12:07Z [---] followers, [----] engagements


"@drdomicile acm is china based manufacturing just built a huge new mfg campus; shanghai listed there's a parent co listed in the u.s. otherwise fully china but yeah sure i'm sure there's open competition and while acm has ip and patents. ya know. not to be judgy"  
[X Link](https://x.com/institLPGP/status/2018737233944080717)  2026-02-03T17:23Z [---] followers, [----] engagements


"@linminhtoo agree and haven't sold off as hard. any best in class you like"  
[X Link](https://x.com/institLPGP/status/2018763634365575189)  2026-02-03T19:08Z [---] followers, [--] engagements


"@ResearchQf AI infra up today should concern rest of software/internet growth $sndk $lite $cien you name it it's flat or up software credit catching heat and bdc's reflecting it now too software default headlines soon"  
[X Link](https://x.com/institLPGP/status/2018766065661071699)  2026-02-03T19:18Z [---] followers, [---] engagements


"@The_Outs1ders sounds like a pitch for WeWork tbh fking gross do you step right in the dogshit and not even try to avoid it just buy $rkt and move on"  
[X Link](https://x.com/institLPGP/status/2018799747918868978)  2026-02-03T21:32Z [---] followers, [---] engagements


"@drdomicile @illyquid yeah but that hbm's not for real. no one's even seeking to qualify that stuff"  
[X Link](https://x.com/institLPGP/status/2018800049547854313)  2026-02-03T21:33Z [---] followers, [--] engagements


"@ainativefirm @The_Outs1ders mortgage cos are servicers AND originators dont need rates to go down to make money in fact better if they just bump around while housing price affordability tightens the trick is serviced loans get recaptured; rkt is 85% recapture () hence $rkt outperforming pennymac 35% ytd"  
[X Link](https://x.com/institLPGP/status/2018802595360350219)  2026-02-03T21:43Z [---] followers, [--] engagements


"@ainativefirm @The_Outs1ders affordability is partially rates but also income and home prices the gap is tightening naturally. if mortgage rates come in another [--] or [--] bp all the better. not sure they will. but if they dont you can be sure commodities are pumping. so yes diversification benefits"  
[X Link](https://x.com/institLPGP/status/2018804348189581750)  2026-02-03T21:50Z [---] followers, [--] engagements


"Software private credit a fear point. Sharing a dated S&P report on Middle Market Private Credit CLOs. For Context MM CLO are10x levered at MEDIAN rated bonds to 90% advance rate. Software is 15% of ASSETS or 150% of CLO equity. Here's a sample of the vulnerable lenders DUDE JOSH HARRIS is DOWN on SEMI-LIQUID EVERGREEN NON-TRADED BDCs What else do you need to know The GATING is going to be MASSIVE https://t.co/gI6MDv0Zt2 DUDE JOSH HARRIS is DOWN on SEMI-LIQUID EVERGREEN NON-TRADED BDCs What else do you need to know The GATING is going to be MASSIVE https://t.co/gI6MDv0Zt2"  
[X Link](https://x.com/institLPGP/status/2018812634347540801)  2026-02-03T22:23Z [---] followers, [----] engagements


"@FatBearCapital more sensitive to test volumes than equipment sales. On a lag to $ter but itll come. Earnings lower volatility Tbh I added it back recently and I dont feel great about it. All the capex they spent should get growth going but the timeline is 6-12 mos out and lot can change"  
[X Link](https://x.com/institLPGP/status/2018870128310378512)  2026-02-04T02:12Z [---] followers, [--] engagements


"@fabknowledge if China drops another model monster yes U.S. stocks to zero"  
[X Link](https://x.com/institLPGP/status/2018873821076603222)  2026-02-04T02:26Z [---] followers, [---] engagements


"@AndrewTakes depends what happens on the servicing side - prepayments - and how much market share they take on new originations Plus they are aggressively putting in place agentic workflows. Mortgages is an obvious use case right Higher"  
[X Link](https://x.com/institLPGP/status/2018878988685652230)  2026-02-04T02:47Z [---] followers, [--] engagements


"@ainativefirm cmon man $rkt is about to. Do I need to say it"  
[X Link](https://x.com/institLPGP/status/2018885738935566832)  2026-02-04T03:14Z [---] followers, [--] engagements


"@valleyinvesting Ok thanks will get into rbrk tomorrow"  
[X Link](https://x.com/institLPGP/status/2018894790180347991)  2026-02-04T03:50Z [---] followers, [--] engagements


"@Lazarus_Capital @RHouseResearch i dont put anything on it yet maybe [---] but rounding error to 4bn market cap"  
[X Link](https://x.com/institLPGP/status/2019126913202270295)  2026-02-04T19:12Z [---] followers, [---] engagements


"@grok strategic position worse than oai in many ways grok is ideology no money in ideology musk merging xai into spacex so can issue equity to fund spend xai no cash flow spacex does not cash flow certainly not to cover xai spacex will look like a more cash poor tesla @ainativefirm OAI swot is informative strengths: - none* weaknesses: - no cash flowing assets - essentially no internal inference - no distribution - sam is kind of cringe opps: - exploit nvidia for cash - launch ads threats: - everything * had first mover but lost it. twice. @ainativefirm OAI swot is informative strengths: -"  
[X Link](https://x.com/institLPGP/status/2019191138318483583)  2026-02-04T23:27Z [---] followers, [---] engagements


"@mark_dow @Jesse_Livermore cool. Thoughts on hyperliquid Hyperliquid"  
[X Link](https://x.com/institLPGP/status/2019247060533625284)  2026-02-05T03:09Z [---] followers, [--] engagements


"My [--] year old daughter just discovered blink182 and is jealous I was a teenager in the 90s Shes gunna make it"  
[X Link](https://x.com/institLPGP/status/2019346856250413148)  2026-02-05T09:46Z [---] followers, [---] engagements


"@hosseeb more like when that litecoin dude punched out suddenly what does Kyle see Hyperliquid"  
[X Link](https://x.com/institLPGP/status/2019452725029683377)  2026-02-05T16:47Z [---] followers, [---] engagements


"Related to Kyle suddenly departing Multicoin Highly likely $hype @abcampbell you stumbled upon Hyperliquid the other night for silver perps. go down the rabbit hole. Looks like wallets linked to Multicoin Capital are rotating a large amount of ETH into HYPE. Since January [--] wallets sent 87.1K ETH ($220M) to a Multicoin-linked Galaxy Digital deposit address. On January [--] one day after the first deposit a Multicoin-linked wallet started Looks like wallets linked to Multicoin Capital are rotating a large amount of ETH into HYPE. Since January [--] wallets sent 87.1K ETH ($220M) to a"  
[X Link](https://x.com/institLPGP/status/2019453769059033208)  2026-02-05T16:51Z [---] followers, [---] engagements


"@evrgn11112231 @WaterworldCapi1 that or when @BillAckman tweets a software company has been eaten by an ai robot"  
[X Link](https://x.com/institLPGP/status/2019547563376992651)  2026-02-05T23:03Z [---] followers, [--] engagements


"Were gunna need more clean nat gas powered behind the meter power plants $be ERCOT is considering reopening reviews on previously approved data center projects. About [---] GW of load could face new scrutiny as the grid operator shifts to batch studies every six months. The interconnection queue now exceeds [---] GW roughly 3x Texas's current total capacity. https://t.co/rzqpgpt2z2 ERCOT is considering reopening reviews on previously approved data center projects. About [---] GW of load could face new scrutiny as the grid operator shifts to batch studies every six months. The interconnection queue"  
[X Link](https://x.com/institLPGP/status/2019764604797075459)  2026-02-06T13:26Z [---] followers, [----] engagements


"@mark_dow long oil is the ideal hedge to this party ending"  
[X Link](https://x.com/institLPGP/status/2019824788496355690)  2026-02-06T17:25Z [---] followers, [--] engagements


"what all bears and most value-oriented investors fail to understand is capital impairment is not only capital loss but also returns below the opportunity cost of capital. stop being so fking bearish"  
[X Link](https://x.com/institLPGP/status/1890507893729824791)  2025-02-14T21:06Z [---] followers, [----] engagements

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