# ![@jpgola Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::36164908.png) @jpgola JP Gola

JP Gola posts on X about ai, $mu, meta, $nvda the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::36164908/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::36164908/c:line/m:interactions.svg)

- [--] Week [------] +52%
- [--] Month [------] +16,390%

### Mentions: [--] [#](/creator/twitter::36164908/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::36164908/c:line/m:posts_active.svg)


### Followers: [---] [#](/creator/twitter::36164908/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::36164908/c:line/m:followers.svg)

- [--] Week [---] +13%
- [--] Month [---] +83%

### CreatorRank: [-------] [#](/creator/twitter::36164908/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::36164908/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  76% [technology brands](/list/technology-brands)  51% [finance](/list/finance)  32% [cryptocurrencies](/list/cryptocurrencies)  12% [exchanges](/list/exchanges)  5% [social networks](/list/social-networks)  2% [currencies](/list/currencies)  2% [financial services](/list/financial-services)  #873 [automotive brands](/list/automotive-brands)  2% [gaming](/list/gaming)  1%

**Social topic influence**
[ai](/topic/ai) 31%, [$mu](/topic/$mu) #179, [meta](/topic/meta) 22%, [$nvda](/topic/$nvda) #2557, [$amd](/topic/$amd) 17%, [$meta](/topic/$meta) 16%, [$sndk](/topic/$sndk) #90, [money](/topic/money) 8%, [$app](/topic/$app) #119, [$googl](/topic/$googl) 8%

**Top accounts mentioned or mentioned by**
[@smartertrader](/creator/undefined) [@unusualwhales](/creator/undefined) [@charliebilello](/creator/undefined) [@grok](/creator/undefined) [@tradexwhisperer](/creator/undefined) [@smarter411](/creator/undefined) [@mikelongterm](/creator/undefined) [@thestalwart](/creator/undefined) [@watcherguru](/creator/undefined) [@mrbeast](/creator/undefined) [@nietschecapital](/creator/undefined) [@mrderivatives](/creator/undefined) [@picarddantes](/creator/undefined) [@marrkyss](/creator/undefined) [@optionspro101](/creator/undefined) [@amd](/creator/undefined) [@elerianm](/creator/undefined) [@jukan05](/creator/undefined) [@kalshi](/creator/undefined) [@step](/creator/undefined)

**Top assets mentioned**
[Micron Technology, Inc. (MU)](/topic/$mu) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Advanced Micro Devices (AMD)](/topic/$amd) [Metadium (META)](/topic/$meta) [Sandisk Corporation (SNDK)](/topic/$sndk) [AppLovin Corporation (APP)](/topic/$app) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Cisco Systems Inc (CSCO)](/topic/$csco) [Vertiv Holdings Co (VRT)](/topic/$vrt) [Microsoft Corp. (MSFT)](/topic/$msft) [Bitcoin (BTC)](/topic/bitcoin) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Applied Materials, Inc. (AMAT)](/topic/$amat) [Western Digital Corp (WDC)](/topic/$wdc) [Super Micro Computer, Inc. Common Stock (SMCI)](/topic/$smci) [QUALCOMM, Inc. (QCOM)](/topic/$qcom) [CatCoin (CAT)](/topic/$cat) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Walmart, Inc. (WMT)](/topic/$wmt) [Cloudflare, Inc. (NET)](/topic/$net) [Goldman Sachs (GS)](/topic/goldman-sachs) [Arista Networks Inc (ANET)](/topic/$anet) [Salesforce Inc (CRM)](/topic/$crm) [GE Vernova Inc. (GEV)](/topic/$gev) [Now Coin (NOW)](/topic/$now) [Unity Software Inc. (U)](/topic/$u) [Stacks (STX)](/topic/$stx) [Tesla, Inc. (TSLA)](/topic/$tsla) [Arm Holdings plc (ARM)](/topic/$arm) [Lumentum Holdings Inc. Common Stock (LITE)](/topic/$lite) [Reddit, Inc.  (RDDT)](/topic/$rddt)
### Top Social Posts
Top posts by engagements in the last [--] hours

"AI solution: Intelligent Underwriting Assistants AI supports underwriting with income & credit analysis automated guideline checks exception prioritization risk detection and pre-UW QC. Result: 3050% less time/file [----] throughput 2040% fewer QC findings faster decisions. https://twitter.com/i/web/status/2008240234253681036 https://twitter.com/i/web/status/2008240234253681036"  
[X Link](https://x.com/jpgola/status/2008240234253681036)  2026-01-05T18:12Z [---] followers, [--] engagements


"$BTC below $80K. Gold down 11%. Nasdaq bleeding. Warsh wants a smaller Fed balance sheet. Less liquidity = pain for speculative assets. But here's what's NOT slowing down: $META $135B AI capex xAI $20B raise $NVDA sold out through [----] The money is still flowing. Just not everywhere. https://twitter.com/i/web/status/2017772849063161935 https://twitter.com/i/web/status/2017772849063161935"  
[X Link](https://x.com/jpgola/status/2017772849063161935)  2026-02-01T01:31Z [---] followers, [---] engagements


"$AMD earnings drop Feb [--] after close Street expects $9.67B rev (+26% YoY) & $1.32 EPS. MI350 ramp OpenAI deals & server CPU strength could deliver a beat + raise. Positioned for big [----] AI growth Let's see those numbers 🚀 #AMD #Earnings"  
[X Link](https://x.com/jpgola/status/2018076789134733409)  2026-02-01T21:39Z [---] followers, [----] engagements


"$AMD beat on revenue. Beat on EPS. Record quarter. Stock down 5%. Why Q1 guide shows 5% sequential decline. Wall Street wanted acceleration. Got deceleration. Guidance velocity backward-looking beats. This is the game now. $AMD just dropped: Revenue: $10.27B (beat by 7%) EPS: $1.53 (beat by 16%) Record quarter. Record year. Lisa Su: "Rapid scaling of our data center AI franchise." The AI supply chain keeps delivering. 🚀 $AMD just dropped: Revenue: $10.27B (beat by 7%) EPS: $1.53 (beat by 16%) Record quarter. Record year. Lisa Su: "Rapid scaling of our data center AI franchise." The AI supply"  
[X Link](https://x.com/jpgola/status/2018804385992921145)  2026-02-03T21:50Z [---] followers, [---] engagements


"New like button just dropped. Smash it if you think $AMD at -5% after a beat is a buying opportunity. 🔥"  
[X Link](https://x.com/jpgola/status/2018906512979071037)  2026-02-04T04:36Z [---] followers, [---] engagements


"@smarter411 any word on $LITE"  
[X Link](https://x.com/jpgola/status/2019058380187353249)  2026-02-04T14:40Z [---] followers, [----] engagements


"Check this about $APP $app everyone please get this out Adam just talked about this in his letter and new this was coming. Understanding our inventory Given the strength of Axon we are a major player in the MAX auction. The ad impressions we win are exclusive to us and benefit solely the advertisers $app everyone please get this out Adam just talked about this in his letter and new this was coming. Understanding our inventory Given the strength of Axon we are a major player in the MAX auction. The ad impressions we win are exclusive to us and benefit solely the advertisers"  
[X Link](https://x.com/jpgola/status/2019245361374904462)  2026-02-05T03:03Z [---] followers, [---] engagements


"Everyone's panicking about $GOOGL spending $185B. I'm watching where that money goes: - $NVDA: chips - $MU: memory - $SMCI: servers Hyperscaler capex = supply chain revenue. Short-term pain for tech giants. Long-term gain for infrastructure plays. @smartertrader"  
[X Link](https://x.com/jpgola/status/2019421668477915392)  2026-02-05T14:43Z [---] followers, [---] engagements


"For context: $GOOGL capex guide: $175-185B (50% above estimates) $META capex: $60-65B $MSFT capex: $80B+ $AMZN reports tonight expect similar That's $400B+ flowing into AI infrastructure in [----] alone. Someone has to build it. That's the trade"  
[X Link](https://x.com/jpgola/status/2019431144790585364)  2026-02-05T15:21Z [---] followers, [---] engagements


"Market update (12pm ET): Dow [----] pts S&P -0.8% Nasdaq worst 3-day drop since April 🔴 Pain: - $GOOGL -5% (capex spooked Wall Street) - $QCOM -12% (memory shortage warning) - Bitcoin below $70K - S&P at lowest since December 🟢 Green shoots: - $AVGO +4% (AI infra beneficiary) - $NVDA +0.5% (holding up) - Defensives leading (Merck Travelers Amgen) Tech bleeding. Defensives catching a bid. $AMZN tonight is the next catalyst. https://twitter.com/i/web/status/2019461061695459746 https://twitter.com/i/web/status/2019461061695459746"  
[X Link](https://x.com/jpgola/status/2019461061695459746)  2026-02-05T17:20Z [---] followers, [---] engagements


"@MikeLongTerm @AMD The ratings could be good for the long term but somethings with $AMD were off after earnings"  
[X Link](https://x.com/jpgola/status/2019471777789825192)  2026-02-05T18:02Z [---] followers, [--] engagements


"@unusual_whales Just amazing The liquidation is happening at a faster pace. What is it that we do not know"  
[X Link](https://x.com/jpgola/status/2019472035181715688)  2026-02-05T18:03Z [---] followers, [----] engagements


"@elerianm What does the near future hold for BTC and crypto"  
[X Link](https://x.com/jpgola/status/2019475893769437289)  2026-02-05T18:19Z [---] followers, [--] engagements


"$AMZN reports after close. What I'm watching: - AWS growth (expecting 19%+) - [----] capex guide will they match $GOOGL's $185B - AI revenue commentary If cloud is strong this week's sell-off could reverse fast. This is the one that matters"  
[X Link](https://x.com/jpgola/status/2019481019779289212)  2026-02-05T18:39Z [---] followers, [---] engagements


"After-hours earnings recap: $AMZN ✅ Beat: Revenue $211.5B AWS $35.6B (+21%) ❌ Capex guide: $200B (higher than $GOOGL and $META) 📉 Stock -9% $RDDT ✅ Revenue $726M vs $660M expected (+70% YoY) ✅ EPS $1.24 vs $0.93 expected ✅ $1B buyback announced 📈 Stock +9% $MSTR ❌ $12.4B loss (Bitcoin fell from $120K to $89K) 📉 Stock -17% (slight AH recovery) Theme of the week: Beat earnings stock goes up. Capex and guidance are everything now. https://twitter.com/i/web/status/2019523297096892667 https://twitter.com/i/web/status/2019523297096892667"  
[X Link](https://x.com/jpgola/status/2019523297096892667)  2026-02-05T21:27Z [---] followers, [---] engagements


"Everyone's panicking. Let me show you what I see: $450B in AI capex announced this week. That money doesn't vanish. It flows: $NVDA (GPUs) $MU (Memory) $AVGO (Networking) $SMCI (Servers) Hyperscalers are bleeding. Infrastructure suppliers are eating. Last time everyone panicked about "overspending" [----]. Cloud stocks crashed 60%. Then AWS grew 30% for [--] straight years. Zoom out. The best buying opportunities don't feel comfortable. They feel like this. https://twitter.com/i/web/status/2019593183756226819 https://twitter.com/i/web/status/2019593183756226819"  
[X Link](https://x.com/jpgola/status/2019593183756226819)  2026-02-06T02:05Z [---] followers, [---] engagements


"Everyone's running for the exits. Bitcoin: -50% from highs Tech: worst week since April [----] S&P: negative for [----] But here's what I see: $GOOGL capex: $185B $AMZN capex: $200B $META capex: $65B $450 BILLION in AI infrastructure spending. That money doesn't evaporate. It flows: $NVDA (GPUs) $MU (Memory) $AVGO (Networking) $SMCI (Servers) Futures green this morning. Fed speakers today. No jobs report (delayed). The herd is panicking. The supply chain is loading. This is how generational trades start. Not with confidence with fear. https://twitter.com/i/web/status/2019754453075734795"  
[X Link](https://x.com/jpgola/status/2019754453075734795)  2026-02-06T12:46Z [---] followers, [---] engagements


"People forget: $NVDA was $120 when everyone said AI was overhyped. $MU was $60 when memory was "dead." Now $450B is flowing into the supply chain. Panic sells. Patience builds"  
[X Link](https://x.com/jpgola/status/2019756158345461856)  2026-02-06T12:52Z [---] followers, [---] engagements


"@jukan05 This is a great forward looking view and hope $MU can get there by earnings day"  
[X Link](https://x.com/jpgola/status/2019757658681549291)  2026-02-06T12:58Z [---] followers, [---] engagements


"More news on $MU why the foolishness. Just stay the course. Wasnt it already widely known news that Micron wouldnt be able to supply HBM4 I dont understand why everyone is making such a big fuss about it. And selling Micron because of this is foolish too. Micron can earn even higher margins from server DDR5 instead of HBM4. Wasnt it already widely known news that Micron wouldnt be able to supply HBM4 I dont understand why everyone is making such a big fuss about it. And selling Micron because of this is foolish too. Micron can earn even higher margins from server DDR5 instead of HBM4"  
[X Link](https://x.com/jpgola/status/2019784378470011277)  2026-02-06T14:44Z [---] followers, [---] engagements


"This week was a filter. Update as of 12PM. Anthropic dropped Claude Cowork. Wall Street panicked. $1 TRILLION wiped from software stocks. But look what's green today: $NVDA +6% $AMD +5% $MU +4% $AVGO +3% The market just told you who wins: Not the software companies getting disrupted. The infrastructure companies powering the disruption. Every AI agent needs chips. Every AI agent needs memory. Every AI agent needs data center networking. NVIDIA just announced a silicon photonics deal with Tower Semi. That's the buildout. That's where $500B flows. AI is eating software. But someone has to feed"  
[X Link](https://x.com/jpgola/status/2019822618677751821)  2026-02-06T17:16Z [---] followers, [---] engagements


"$MU latest MU ceo talk next wed if you miss it cry [---] in [--] week comes MU ceo talk next wed if you miss it cry [---] in [--] week comes"  
[X Link](https://x.com/jpgola/status/2019831488427274434)  2026-02-06T17:52Z [---] followers, [---] engagements


"@charliebilello Great stats but for some reason $AMD didn't do that great post earnings"  
[X Link](https://x.com/jpgola/status/2019846657052143912)  2026-02-06T18:52Z [---] followers, [----] engagements


"$1.7 billion will be bet on the Super Bowl today. $3 trillion will be invested in AI data centers over the next [--] years. One of these bets is getting all the attention. The other is quietly reshaping the entire U.S. power grid. The grid is 70% past its life cycle. Data centers need 100+ megawatts each. PJM will be [--] GW short by [----]. This week: Meta locked up [---] GW of nuclear Forgent Power IPO'd at $8B Goldman upgraded $VST to $205 Everyone's betting on the game. I'm betting on who powers the AI. Follow the watts. https://twitter.com/i/web/status/2020581089052651797"  
[X Link](https://x.com/jpgola/status/2020581089052651797)  2026-02-08T19:30Z [---] followers, [--] engagements


"@charliebilello $WMT looking great from here on"  
[X Link](https://x.com/jpgola/status/2020888258192748815)  2026-02-09T15:51Z [---] followers, [----] engagements


"@Kalshi Is this for real Just wow"  
[X Link](https://x.com/jpgola/status/2020910629926662613)  2026-02-09T17:20Z [---] followers, [----] engagements


"What did @MrBeast do Wow 🤩 JUST IN: MrBeast bought a bank JUST IN: MrBeast bought a bank"  
[X Link](https://x.com/jpgola/status/2020910732179652889)  2026-02-09T17:20Z [---] followers, [--] engagements


"@MrBeast just acquired a banking app for Gen Z. @step 461M subscribers. $200M backing from Bitmine. Now financial services. He's not just entertaining the next generation. He's teaching them what schools never did. The creators are becoming the institutions. Pay attention. I'm so excited to share that we are acquiring the financial services app @step Nobody taught me about investing building credit or managing money when I was growing up. That's exactly why were joining forces with Step I want to give millions of young people the financial I'm so excited to share that we are acquiring the"  
[X Link](https://x.com/jpgola/status/2020962627460137118)  2026-02-09T20:46Z [---] followers, [--] engagements


"📊 BREAKING: Memory Chip War Heating Up $MU (Micron) - Closed at $383.50 (-2.84%) $SNDK (SanDisk) - Closed at $583 (-1.91%) Both slipped despite the Nasdaq rallying +0.9%. Heres whats happening: 🔴 Samsung just got aggressive. Theyre shipping HBM4 chips to Nvidia starting THIS WEEK (third week of February). SK Hynix gets 70% of Nvidias HBM4 orders. Samsung gets 30%. 🔴 Micron reportedly shut out of HBM4. Chosun Daily reports Microns HBM4 share for Nvidias Vera Rubin: ZERO. Nvidia raised specs above [--] Gbps. Micron couldnt meet them. But the bull case isnt dead: ✅ TD Cowen just raised $MU"  
[X Link](https://x.com/jpgola/status/2021205464084517159)  2026-02-10T12:51Z [---] followers, [---] engagements


"The irony: $MU is up 200% YTD. $SNDK is up 1560% in [--] months. Both got hit today on Samsung news. But here's what the market is missing: DRAM prices are up 90-95% QoQ. NAND prices are up 55-60% QoQ. Supply is still tight through [----]. One bad headline doesn't kill a supercycle. https://twitter.com/i/web/status/2021245909850259655 https://twitter.com/i/web/status/2021245909850259655"  
[X Link](https://x.com/jpgola/status/2021245909850259655)  2026-02-10T15:32Z [---] followers, [---] engagements


"December retail sales: FLAT Expected: +0.4% Market reaction: 10Y yield 4.16% (1-month low) Fed cut odds [--] cuts now priced in Dow +400 points Bad news = good news. Until it isn't. Wednesday's jobs report decides everything"  
[X Link](https://x.com/jpgola/status/2021248248912949278)  2026-02-10T15:41Z [---] followers, [--] engagements


"BREAKING: Deutsche Bank just raised $MU to $500. From $300. That's a 67% target hike. Their thesis: [----] EPS estimate: $46.50 "Unprecedented tightness" in memory market Shortages through 2027-2028 Yesterday Samsung announced HBM4 production. Micron got shut out of Nvidia's Vera Rubin allocation. The stock dropped 3%. Today Wall Street says buy the dip. Everyone watches $NVDA. I've been watching who supplies them. $MU is up 200% YTD for a reason. https://twitter.com/i/web/status/2021278147883188330 https://twitter.com/i/web/status/2021278147883188330"  
[X Link](https://x.com/jpgola/status/2021278147883188330)  2026-02-10T17:40Z [---] followers, [---] engagements


"3:30 PM check: Dow +0.3% (3rd straight intraday record) S&P [---] -0.1% Nasdaq -0.3% Morning rally faded. Why Retail sales miss hit $COST -2% $WMT -1%. But here's the new headline: "AI threat to financial sector." Last week it was software. This week it's financials. The rotation continues: [--] S&P [---] stocks hit 52-week highs $CAT $CSCO $MAR at all-time highs Tech is cooling. Old economy is running. Wednesday's jobs report decides what's next. https://twitter.com/i/web/status/2021325935379628472 https://twitter.com/i/web/status/2021325935379628472"  
[X Link](https://x.com/jpgola/status/2021325935379628472)  2026-02-10T20:50Z [---] followers, [---] engagements


"$NET check this. Net thru [---] is [---]. Oh my . sam room. Repeat after me ./. The ripper Net thru [---] is [---]. Oh my . sam room. Repeat after me ./. The ripper"  
[X Link](https://x.com/jpgola/status/2021419925571764319)  2026-02-11T03:04Z [---] followers, [---] engagements


"What to watch Wednesday (2/11): JOBS REPORT @ 8:30 AM Consensus: +60K Goldman: +45K White House: Already managing expectations. But the real bomb Annual revisions could erase 600K-900K jobs from prior reports. The labor market may be weaker than anyone thinks. THE STORY NOBODY'S WATCHING Anthropic is closing a $20B+ funding round. $350B valuation. $NVDA and $MSFT investing up to $15B combined. Blackstone just added $200M. The same company that triggered the SaaS crash last week. Now raising the largest private AI round in history. The AI capex thesis isn't dead. It's accelerating. Position"  
[X Link](https://x.com/jpgola/status/2021395526407663688)  2026-02-11T01:27Z [---] followers, [--] engagements


"Memory chip update: $MU dropped 2.7% today. $SNDK dropped 3.8%. Despite: TD Cowen: $MU $600 PT Deutsche Bank: $MU $500 PT Goldman Sachs: $SNDK preferred NAND pick $700 PT Whats going on Samsungs HBM4 announcement spooked investors. But heres what theyre missing: Micron: Were sold out for [----]. Every HBM bit = [--] bits of regular memory forgone. DRAM prices up 40-50% through H1 [----]. Server DRAM up 60-70% Q1 vs Q4. IDC (the research firm): This is a zero-sum game. Relief Not until [----]. Wall Street is pounding the table. The stock is selling off. One of these is wrong. $MU +200% YTD $SNDK +145%"  
[X Link](https://x.com/jpgola/status/2021567784967172257)  2026-02-11T12:51Z [---] followers, [---] engagements


"Tonight's after hours in one word: ungrateful. $CSCO beat. Record revenue. AI orders $2.1B. Down 7%. $APP beat. EPS crushed by 10%. Down 4.5%. $VRT beat. Orders up 252%. Only one rewarded today (+24%). The market is punishing execution and rewarding scarcity. Software that beats Sold. Infrastructure that delivers Bought. Tomorrow: $AMAT + $ANET after close. Friday: CPI decides everything. Follow the supply chain. https://twitter.com/i/web/status/2021789593226346534 https://twitter.com/i/web/status/2021789593226346534"  
[X Link](https://x.com/jpgola/status/2021789593226346534)  2026-02-12T03:32Z [---] followers, [---] engagements


"@Nietschecapital the earnings call was all positive hope to see a up tick on the price"  
[X Link](https://x.com/jpgola/status/2021793642797510938)  2026-02-12T03:49Z [---] followers, [---] engagements


"Jobs came in at 130K. Expected: 55K. Market rallied then faded. Software stocks crushed again. $CRM -4%. $NOW -5%. But look at what's green: $VRT +22% (organic orders up 252%) $CAT +4% $GEV +4% $ETN +5% The pattern is loud now: AI is destroying software. AI is feeding infrastructure. Vertiv just posted a $15B backlog on power and cooling alone. Everyone watches the chips. Follow the watts. https://twitter.com/i/web/status/2021625606425690324 https://twitter.com/i/web/status/2021625606425690324"  
[X Link](https://x.com/jpgola/status/2021625606425690324)  2026-02-11T16:41Z [---] followers, [---] engagements


"The mobile ad space is crowded. $APP doesn't care. Unity ($U) down 50%+ YTD bleeding users Digital Turbine ($APPS) fading into irrelevance Google AdMob massive but generic Meta dominant but not built for mobile-first gaming AppLovin's edge AXON. An AI ad engine that gets smarter with every dollar spent. 82% EBITDA margins. $3.95B free cash flow. Now expanding into e-commerce. Competitors are shrinking. $APP is compounding. The market sold it off because it has "software" on the label. But this isn't SaaS. This is an AI money printer disguised as an ad company. At 20x [----] EBITDA with these"  
[X Link](https://x.com/jpgola/status/2021797401464324107)  2026-02-12T04:03Z [---] followers, [---] engagements


"Everyone's watching $NVDA. Nobody's watching the grid. The U.S. power grid is 70% past its life cycle. Built in the 1950s-70s. Meanwhile AI data centers need 100+ megawatts each. This week: Meta locked up [---] GW of nuclear power Forgent Power IPO'd at $8B (ticker: $FPS) PJM grid will be [--] GW short by [----] The hyperscalers aren't waiting for utilities. They're building their own power supply. $NVDA sells the GPUs. Someone has to power them. Follow the watts. https://twitter.com/i/web/status/2020283057916260384 https://twitter.com/i/web/status/2020283057916260384"  
[X Link](https://x.com/jpgola/status/2020283057916260384)  2026-02-07T23:46Z [---] followers, [---] engagements


"Markets closed. Heres what you need to know: S&P 500: +0.47% Nasdaq: +0.90% Dow: New all-time high above [-----] The AI trade is back: $NVDA +3.3% $AMD +4.3% $ORCL +9.6% $PLTR +6% Meanwhile: Gold broke $5000 again Bitcoin still down 45% from its high Software stocks stabilizing after last weeks bloodbath But heres what actually matters this week: Wednesday: January jobs report (delayed by shutdown) Friday: January CPI inflation data These two prints will decide if the Fed cuts rates or holds. Last week was about AI disruption fears. This week is about economic reality. The chips rallied. The"  
[X Link](https://x.com/jpgola/status/2021004706731131024)  2026-02-09T23:34Z [---] followers, [---] engagements


"and $MU $400+ & $SNDK rocketing today Memory chip update: $MU dropped 2.7% today. $SNDK dropped 3.8%. Despite: TD Cowen: $MU $600 PT Deutsche Bank: $MU $500 PT Goldman Sachs: $SNDK preferred NAND pick $700 PT Whats going on Samsungs HBM4 announcement spooked investors. But heres what theyre Memory chip update: $MU dropped 2.7% today. $SNDK dropped 3.8%. Despite: TD Cowen: $MU $600 PT Deutsche Bank: $MU $500 PT Goldman Sachs: $SNDK preferred NAND pick $700 PT Whats going on Samsungs HBM4 announcement spooked investors. But heres what theyre"  
[X Link](https://x.com/jpgola/status/2021594135283568848)  2026-02-11T14:36Z [---] followers, [---] engagements


"@Nietschecapital Waiting on the $APP results eagerly. Have to see what is in store. I would say $APP to the moon"  
[X Link](https://x.com/jpgola/status/2021633245331460354)  2026-02-11T17:11Z [---] followers, [---] engagements


"Midday scoreboard: Software: $CRM -4% $NOW -5% Infrastructure: $VRT +22% $CAT +4% $GEV +4% Same pattern every week. AI is destroying the old guard and feeding the builders. But the real test starts now: Tonight $CSCO earnings (AI networking orders) Tomorrow $AMAT earnings (chip equipment demand) Friday CPI (decides if rate cuts are dead) Three days that set the tone for the rest of February. Follow the supply chain $MU & $SNDK @smartertrader https://twitter.com/i/web/status/2021648284603793550 https://twitter.com/i/web/status/2021648284603793550"  
[X Link](https://x.com/jpgola/status/2021648284603793550)  2026-02-11T18:11Z [---] followers, [---] engagements


"The $VRT number nobody's talking about: $15B backlog. Organic orders up 252%. That's not a beat. That's a demand signal for the entire AI infrastructure stack. If $CSCO confirms strong AI networking orders tonight and $AMAT shows chip equipment demand accelerating tomorrow the supply chain thesis gets louder. https://twitter.com/i/web/status/2021651378393714998 https://twitter.com/i/web/status/2021651378393714998"  
[X Link](https://x.com/jpgola/status/2021651378393714998)  2026-02-11T18:23Z [---] followers, [---] engagements


"$APP at $480+ after hours 🚀 $APP reports Wednesday after close. Down 40% YTD. Up 8% Friday. Today Up by 10%. Here's what I'm watching: The setup: Q3: Revenue +68% EBITDA margin 82% Expected EPS: $2.95 Implied move: 15% [--] analysts rate it Buy avg target $722 The bull case: E-commerce ad expansion is $APP reports Wednesday after close. Down 40% YTD. Up 8% Friday. Today Up by 10%. Here's what I'm watching: The setup: Q3: Revenue +68% EBITDA margin 82% Expected EPS: $2.95 Implied move: 15% [--] analysts rate it Buy avg target $722 The bull case: E-commerce ad expansion is"  
[X Link](https://x.com/jpgola/status/2021026057822831032)  2026-02-10T00:58Z [---] followers, [---] engagements


"@StockSavvyShay Surprise Nobody was looking at $NET I suppose"  
[X Link](https://x.com/jpgola/status/2021425658321342503)  2026-02-11T03:26Z [---] followers, [---] engagements


"@TradexWhisperer This is a great read $MU took a small break but ready to 🚀"  
[X Link](https://x.com/jpgola/status/2021446380838105099)  2026-02-11T04:49Z [---] followers, [---] engagements


"Everyone waiting in $APP guidance. What a roller coaster ride for APP since the short the cease and desist by the CEO to the shorting company and here we are for DDAY $APP 🚀. Waiting $U results do not have direct correlation to $APP guidance. Its an unfortunate day for $U shareholders but $APP guidance may still come in ahead of whisper number. I know people in here dont like listening to earnings calls much less listening to fireside conference chats $U results do not have direct correlation to $APP guidance. Its an unfortunate day for $U shareholders but $APP guidance may still come in"  
[X Link](https://x.com/jpgola/status/2021668892868034742)  2026-02-11T19:33Z [---] followers, [---] engagements


"Closing bell: Markets flat. Jobs beat didnt stick. But after hours just confirmed the pattern: $CSCO record revenue. AI orders from hyperscalers hit $2.1B. Networking orders +20%. $VRT +24% today. $15B backlog. Orders up 252%. Software down. Infrastructure up. Every single day. Tomorrow: $AMAT earnings (chip equipment) + $ANET (AI networking). Friday: CPI decides if rate cuts survive. The supply chain keeps delivering. https://twitter.com/i/web/status/2021707029727813744 https://twitter.com/i/web/status/2021707029727813744"  
[X Link](https://x.com/jpgola/status/2021707029727813744)  2026-02-11T22:04Z [---] followers, [---] engagements


"$APP just reported. Beat everything. Stock down after hours. Revenue: $1.66B vs $1.61B expected EPS: $3.24 vs $2.93 expected (+10.6% beat) Net income: +84% YoY EBITDA: $1.4B at 82%+ margins Q1 guide: $1.75-1.78B revenue vs $1.7B expected The AXON AI ad engine is printing money. But the stock is down 34% YTD because it has software in the label. This is the SaaSpocalypse in one chart - crush earnings still get sold. Hope we see a rebound tomm. https://twitter.com/i/web/status/2021709993972494536 https://twitter.com/i/web/status/2021709993972494536"  
[X Link](https://x.com/jpgola/status/2021709993972494536)  2026-02-11T22:16Z [---] followers, [---] engagements


"@Mr_Derivatives totally agree. great advice"  
[X Link](https://x.com/jpgola/status/2021792458271535373)  2026-02-12T03:44Z [---] followers, [--] engagements


"@Mr_Derivatives $META is $730 to $668 from earnings day to now. the stock seems to be so stuck. What is happening with Mr. Zuck . the steam is lost"  
[X Link](https://x.com/jpgola/status/2021793027233128526)  2026-02-12T03:46Z [---] followers, [--] engagements


"The difference in one stat: Unity Q4: guided weak stock -50% YTD AppLovin Q4: beat everything $1.4B EBITDA stock still sold One is broken. The other is being mispriced. The market will figure it out. It always does"  
[X Link](https://x.com/jpgola/status/2021799488747450480)  2026-02-12T04:12Z [---] followers, [---] engagements


"@unusual_whales Interesting pivot. Prediction markets are getting serious liquidity now. Question: Are you tracking any markets on AI infrastructure spend or semiconductor supply Would be curious to see crowd sentiment vs institutional positioning on $MU $NVDA memory constraints"  
[X Link](https://x.com/jpgola/status/2015087484133122200)  2026-01-24T15:41Z [---] followers, [---] engagements


"Hot take: By [----] we'll look back and realize memory stocks outperformed the "Magnificent 7" Everyone's chasing AI compute. Nobody's watching the supply chain. $MU $WDC $STX - save this tweet. @smartertrader looks like the above may happen right"  
[X Link](https://x.com/jpgola/status/2015211918240239787)  2026-01-24T23:55Z [---] followers, [---] engagements


"@TheStalwart Am using Claude Code and ChatGPT to vibe code . so far Claude is amazing . @thestalwart any new suggestions or best practices to follow"  
[X Link](https://x.com/jpgola/status/2015212799362736523)  2026-01-24T23:59Z [---] followers, [--] engagements


"@charliebilello Wow Great stats. wonder what the IPO price would be at such high valuation"  
[X Link](https://x.com/jpgola/status/2015213743227990259)  2026-01-25T00:02Z [---] followers, [---] engagements


"@WatcherGuru Will BTC rebound"  
[X Link](https://x.com/jpgola/status/2015215029042213170)  2026-01-25T00:07Z [---] followers, [--] engagements


"You're absolutely right and that's exactly why the memory thesis works. Higher prices = pricing power for suppliers = margin expansion for $MU $META needs the hardware regardless of price. They can't wait. Supply constrained market = suppliers win. That's the bet. Micron's margins not just revenue. https://twitter.com/i/web/status/2015233290672734386 https://twitter.com/i/web/status/2015233290672734386"  
[X Link](https://x.com/jpgola/status/2015233290672734386)  2026-01-25T01:20Z [---] followers, [---] engagements


"$META earnings Wednesday (1/28). Here's what nobody's talking about: 🧵 If they guide capex higher (likely $70B+) that's massive for memory suppliers. Wall Street watches revenue. I'm watching the supply chain implications"  
[X Link](https://x.com/jpgola/status/2015416906161803459)  2026-01-25T13:30Z [---] followers, [---] engagements


"META is deploying 250K+ AMD MI300X GPUs. Each GPU = 192GB of HBM3 memory. That's [-----] TERABYTES of memory demand from Meta alone. Who supplies it SK Hynix Samsung Micron. All capacity constrained through 2026"  
[X Link](https://x.com/jpgola/status/2015416907764048369)  2026-01-25T13:30Z [---] followers, [--] engagements


"@TradexWhisperer $MU will be a goldmine for sure"  
[X Link](https://x.com/jpgola/status/2015483964954132617)  2026-01-25T17:56Z [---] followers, [---] engagements


"$NVDA is a trap. Hear me out. Everyone's piling into the same trade. But the real money It's one level deeper. $MU makes the HBM that NVIDIA literally can't ship without $SNDK stores every dataset training these models $AMD is quietly eating market share NVIDIA needs THEM. Not the other way around. The supply chain always eats last. And best. Disagree Tell me why 👇 @unusual_whales @smartertrader @TradexWhisperer "GPUs are effectively sold out across the cloud with availability so tight that even renting older-generation chips has become difficult" Nvidia $NVDA CEO has said."  
[X Link](https://x.com/jpgola/status/2015511750116856010)  2026-01-25T19:47Z [---] followers, [---] engagements


"Quick breakdown: 🟢 NVIDIA =$NVDA(GPUs) 🔵 Micron =$MU(HBM memory) 💾 SanDisk =$SNDK(storage) 🔴 AMD =$AMD No memory = no GPUs shipping. No storage = no training data. Follow the supply chain. https://twitter.com/i/web/status/2015513915384283209 https://twitter.com/i/web/status/2015513915384283209"  
[X Link](https://x.com/jpgola/status/2015513915384283209)  2026-01-25T19:55Z [---] followers, [--] engagements


"$META earnings Wednesday. Here's what nobody's talking about: If they guide capex UP (likely) that's massive for memory suppliers. Every GPU Meta buys needs HBM. Every datacenter needs NAND storage. I'm long $META. But I'm MORE bullish on $MU. Thread coming tomorrow. 🧵 @WatcherGuru @charliebilello @TheStalwart @smartertrader @MikeLongTerm @unusual_whales https://twitter.com/i/web/status/2015218416441794938 https://twitter.com/i/web/status/2015218416441794938"  
[X Link](https://x.com/jpgola/status/2015218416441794938)  2026-01-25T00:21Z [---] followers, [----] engagements


"I'm long $META into earnings. Here's my edge: Everyone's debating ad revenue. I'm focused on one satisfying number: [----] capex guidance. Whisper number $95-100B. But here's what Wall Street's missing: $MU just disclosed they can only fulfill half of what $META $MSFT & $NVDA need. Zuckerberg is about to announce the largest infrastructure bet in tech history for chips he can't even fully secure. That's not bearish. That's a supply war. And in a supply war you don't fade the buyer sitting on $60B cash. Wednesday. After hours. Position accordingly. Thoughts @unusual_whales @WatcherGuru"  
[X Link](https://x.com/jpgola/status/2016141645469655211)  2026-01-27T13:30Z [---] followers, [---] engagements


"$STX earnings 🚀 $400 already"  
[X Link](https://x.com/jpgola/status/2016275441527460131)  2026-01-27T22:21Z [---] followers, [---] engagements


"$6.6 TRILLION reports earnings tomorrow (Wednesday 1/28) $MSFT $3.5T $META $1.7T $TSLA $1.4T That's bigger than Japan's entire GDP. Three companies. One day. After hours. Markets will move. Your thoughts"  
[X Link](https://x.com/jpgola/status/2016349973026115748)  2026-01-28T03:17Z [---] followers, [---] engagements


"$META its time. Lets wait it out. I say 🚀 $META earnings Wednesday. Here's what nobody's talking about: If they guide capex UP (likely) that's massive for memory suppliers. Every GPU Meta buys needs HBM. Every datacenter needs NAND storage. I'm long $META. But I'm MORE bullish on $MU. Thread coming tomorrow. 🧵 $META earnings Wednesday. Here's what nobody's talking about: If they guide capex UP (likely) that's massive for memory suppliers. Every GPU Meta buys needs HBM. Every datacenter needs NAND storage. I'm long $META. But I'm MORE bullish on $MU. Thread coming tomorrow. 🧵"  
[X Link](https://x.com/jpgola/status/2016578247232716911)  2026-01-28T18:24Z [---] followers, [---] engagements


"$META earnings done. What next Wait a sec. It's the AI Infrastructure supply chain time $SNDK & $WDC are reporting on Thursday 1/29. We have another breathtaking day coming"  
[X Link](https://x.com/jpgola/status/2016724630858338675)  2026-01-29T04:06Z [---] followers, [---] engagements


"@picarddantes For $META $730+ (10%+) $SNDK and $WDC have been ralling the past [--] days $SNDK could go to $550+ is my guess"  
[X Link](https://x.com/jpgola/status/2016733431514665250)  2026-01-29T04:41Z [---] followers, [---] engagements


"@marrkyss @picarddantes $SNDK"  
[X Link](https://x.com/jpgola/status/2016875170124665332)  2026-01-29T14:04Z [---] followers, [---] engagements


"$META image created with @grok"  
[X Link](https://x.com/jpgola/status/2016892826898887147)  2026-01-29T15:14Z [---] followers, [---] engagements


"@grok Love the question. Most see $135B capex as margin risk. I see it as a $135B purchase order for $MU $SNDK $WDC. Zuck said they can't even secure all the chips they need. Supply constrained + massive demand = pricing power for suppliers. That's my edge. What's your read"  
[X Link](https://x.com/jpgola/status/2016893533865599277)  2026-01-29T15:17Z [---] followers, [---] engagements


"@grok $AMD = the GPU hedge. $NVDA is supply constrained. Meta needs options. MI300X is real it's deployed and Lisa Su is coming for market share. Not as sexy as $NVDA but that's why there's alpha left. You holding $AMD or have any love for it"  
[X Link](https://x.com/jpgola/status/2016895494174146664)  2026-01-29T15:25Z [---] followers, [--] engagements


"@grok Data center growth + second-source positioning. NVIDIA is capacity constrained. $AMD gets the overflow from Meta Microsoft Oracle. MI300X isn't hype it's deployed. Feb [--] is the catalyst. Strong AI guide = re-rating. Curious where you see the ceiling"  
[X Link](https://x.com/jpgola/status/2016896675760005147)  2026-01-29T15:30Z [---] followers, [--] engagements


"Biggest risk: NVDA supply normalizes and AMD loses the urgency bid. Mitigant: Hyperscalers are permanently diversifying suppliers now. That's structural not cyclical. Good debate @grok let's revisit after Feb [--] earnings. Humans following along: drop a 🔥 if you're watching $AMD into earnings"  
[X Link](https://x.com/jpgola/status/2016897870503333968)  2026-01-29T15:34Z [---] followers, [--] engagements


"@smarter411 All stocks seem to be in the red zone. what news is getting them down"  
[X Link](https://x.com/jpgola/status/2016900089516564967)  2026-01-29T15:43Z [---] followers, [---] engagements


"$SNDK What is stopping you to $700 in the AM @smartertrader"  
[X Link](https://x.com/jpgola/status/2017072588061552747)  2026-01-30T03:09Z [---] followers, [---] engagements


"$SNDK: +22% overnight I talked about this yesterday. "Nobody's watching storage." They're watching now. Am I dreaming 🚀"  
[X Link](https://x.com/jpgola/status/2017102017110454606)  2026-01-30T05:06Z [---] followers, [---] engagements


"@elonmusk genuine question: With xAI's 2GW data center buildout Tesla's energy storage and SpaceX's orbital compute plans. Is the long-term vision a fully integrated AI infrastructure company Because that's what the supply chain math suggests. $TSLA"  
[X Link](https://x.com/jpgola/status/2017111452390195431)  2026-01-30T05:43Z [---] followers, [--] engagements


"$SNDK at $660+ Raymond James just upgraded to $725 Most analysts still at $300-$400 The Street can't keep up"  
[X Link](https://x.com/jpgola/status/2017214290365698117)  2026-01-30T12:32Z [---] followers, [--] engagements


"@OptionsPro101 @smartertrader Its Kevin Warsh. Confirmed via Trumps truth social an hour ago"  
[X Link](https://x.com/jpgola/status/2017219736363249934)  2026-01-30T12:53Z [---] followers, [---] engagements


"Kevin Warsh nominated as Fed Chair. Hawkish history. Recent dovish talk. Market's bet: Fewer rate cuts than Trump wants. Watching closely 👀 Buckle up.👇👇"  
[X Link](https://x.com/jpgola/status/2017220680459137105)  2026-01-30T12:57Z [---] followers, [--] engagements


"@OptionsPro101 @smartertrader Got it. him being from Blackrock that would have been nice"  
[X Link](https://x.com/jpgola/status/2017225739565670734)  2026-01-30T13:17Z [---] followers, [--] engagements


"@smarter411 There is no bad news on $APP after the fake short report"  
[X Link](https://x.com/jpgola/status/2017268064375484591)  2026-01-30T16:06Z [---] followers, [---] engagements


"FRIDAY'S MARKET CHAOS EXPLAINED 🧵 Gold crashed 9% silver down 31% (worst day since 1980) after Trump named Kevin Warsh as next Fed Chair. Why it matters: Warsh = hawkish on rates strong dollar advocate. Market immediately unwound the "dollar debasement" trade that drove metals parabolic. The real story: Overleveraged positions got liquidated. Gold's RSI hit [--] (highest in decades). This was a technical reset waiting to happen. Equities held up relatively well - S&P down just 0.4%. The "everything bubble" narrative just got tested. MONDAY WATCH: Dollar strength continuation Tech rebound or"  
[X Link](https://x.com/jpgola/status/2017593605355975061)  2026-01-31T13:39Z [---] followers, [--] engagements


"Biggest earnings week of Q1: Tue: $AMD - AI GPU demand check Wed: $GOOGL $ARM $QCOM - AI infrastructure trifecta Thu: $AMZN - AWS + $125B capex The AI supply chain gets stress-tested. I'm watching data center revenue growth across the board"  
[X Link](https://x.com/jpgola/status/2017986789504373041)  2026-02-01T15:41Z [---] followers, [--] engagements


"Biggest earnings week of Q1: Tue: $AMD - AI GPU demand check Wed: $GOOGL $ARM $QCOM - AI infrastructure trifecta Thu: $AMZN - AWS + $125B capex The AI supply chain gets stress-tested. I'm watching data center revenue growth across the board"  
[X Link](https://x.com/jpgola/status/2017989716130275349)  2026-02-01T15:53Z [---] followers, [---] engagements


"@marrkyss $AMD"  
[X Link](https://x.com/jpgola/status/2018048056269111737)  2026-02-01T19:45Z [---] followers, [--] engagements


"Underwriters spend hours: Rechecking income Reviewing documents Validating data Hunting for missing information That time adds cost delays decisions and limits throughputespecially during peak volume"  
[X Link](https://x.com/jpgola/status/2008239722015916074)  2026-01-05T18:10Z [---] followers, [--] engagements


"$META at $795 Thats still undervalued. Wells Fargo is waking up but theyre late. Heres what theyre missing: 250K+ $AMD GPUs = massive AI compute advantage Llama [--] enterprise licensing = untapped revenue stream Proprietary AI infrastructure while competitors rent from cloud My PT: $850 by EOY. Position: Long since IPO Screenshot this. 📸 BREAKING $META $795 PT @WellsFargo 🚀🚀🚀 $WFC Adjusts Price target on @Meta to $795 from $754 with Overweight Rating https://t.co/nkv15T1LNJ BREAKING $META $795 PT @WellsFargo 🚀🚀🚀 $WFC Adjusts Price target on @Meta to $795 from $754 with Overweight Rating"  
[X Link](https://x.com/jpgola/status/2015042676626800888)  2026-01-24T12:43Z [---] followers, [---] engagements


"$META Q4 Earnings Beat EPS: $8.88 vs $8.16 est Revenue: $59.9B vs $58.4B est Q1 Guide: $53.5-56.5B (Street at $51.4B) [----] CapEx: $115-135B massive but below the $150B fear Stock +7% After Hours. Zuck keeps spending. $META🚀"  
[X Link](https://x.com/jpgola/status/2016626351457841580)  2026-01-28T21:36Z [---] followers, [---] engagements


"$SNDK 🚀 soon post earnings 👏🏼 Bernstein raises SanDisk price target to $1000 https://t.co/Z2M7yQZbuz Bernstein raises SanDisk price target to $1000 https://t.co/Z2M7yQZbuz"  
[X Link](https://x.com/jpgola/status/2017605434421436770)  2026-01-31T14:26Z [---] followers, [---] engagements


"@smartertrader $AMD"  
[X Link](https://x.com/jpgola/status/2018113142291673551)  2026-02-02T00:04Z [---] followers, [----] engagements


"@TradexWhisperer Just wow and why is $PLTR so down"  
[X Link](https://x.com/jpgola/status/2018365773111038423)  2026-02-02T16:47Z [---] followers, [---] engagements


"Hopefully $PLTR to the rocket after today's earnings. $PLTR Direct Testimonials from [--] Customers UNITED AIRLINES "We deployed Chime late last yearweve already saved almost [---] delays [--] cancellations.this represents millions of dollars of cost avoidance." WENDY'S QUALITY SUPPLY CHAIN CO-OP "Now we've not only fixed our https://t.co/zlzD79M60F $PLTR Direct Testimonials from [--] Customers UNITED AIRLINES "We deployed Chime late last yearweve already saved almost [---] delays [--] cancellations.this represents millions of dollars of cost avoidance." WENDY'S QUALITY SUPPLY CHAIN CO-OP "Now we've not"  
[X Link](https://x.com/jpgola/status/2018365872306323835)  2026-02-02T16:48Z [---] followers, [---] engagements


"US-India trade deal just dropped. Tariffs cut from 25% 18%. India committing $500B+ in US purchases. But here's what nobody's talking about: India is spinning up [--] semiconductor fabs this year with $90B+ in AI infrastructure investment. More data centers = more memory demand. The supply chain always gets paid. As I have said many times President Trump genuinely considers Prime Minister Modi a great friend Thrilled by the news of the trade deal this evening. The relationship between the United States and India has LIMITLESS POTENTIAL As I have said many times President Trump genuinely"  
[X Link](https://x.com/jpgola/status/2018424065464111335)  2026-02-02T20:39Z [---] followers, [--] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing