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# ![@judechrist44 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1900832851337396224.png) @judechrist44 Jude Christensen

Jude Christensen posts on X about ai, $googl, asml, $asml the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.

### Engagements: XXX [#](/creator/twitter::1900832851337396224/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1900832851337396224/c:line/m:interactions.svg)

- X Week XXXXX -XX%
- X Month XXXXXXX +13%
- X Months XXXXXXX +6,094%

### Mentions: XX [#](/creator/twitter::1900832851337396224/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1900832851337396224/c:line/m:posts_active.svg)

- X Week XX -XX%
- X Month XXX -XX%
- X Months XXX +3,935%

### Followers: XXX [#](/creator/twitter::1900832851337396224/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1900832851337396224/c:line/m:followers.svg)

- X Week XXX +2.50%
- X Month XXX +17%
- X Months XXX +24%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::1900832851337396224/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1900832851337396224/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  XXXXX% [technology brands](/list/technology-brands)  XXXXX% [finance](/list/finance)  XXXXX% [countries](/list/countries)  XXXX% [celebrities](/list/celebrities)  XXXX% [fashion brands](/list/fashion-brands)  XXXX% [automotive brands](/list/automotive-brands)  XXXX%

**Social topic influence**
[ai](/topic/ai) 24.39%, [$googl](/topic/$googl) 12.2%, [asml](/topic/asml) #165, [$asml](/topic/$asml) #86, [$nvda](/topic/$nvda) #3124, [what is](/topic/what-is) 7.32%, [$avgo](/topic/$avgo) #392, [cloudflare](/topic/cloudflare) 4.88%, [$ionq](/topic/$ionq) #121, [$nflx](/topic/$nflx) #269

**Top accounts mentioned or mentioned by**
[@grok](/creator/undefined) [@jerrycap](/creator/undefined) [@jukan05](/creator/undefined) [@nvidia](/creator/undefined) [@wolfejosh](/creator/undefined) [@luxcapital](/creator/undefined) [@patrickoshag](/creator/undefined) [@philipjohnston](/creator/undefined) [@google](/creator/undefined) [@cloudflare](/creator/undefined) [@warnerbros](/creator/undefined) [@sarandosted](/creator/undefined) [@netflix](/creator/undefined) [@sweetgreen](/creator/undefined) [@divestech](/creator/undefined) [@cnbcclosingbell](/creator/undefined) [@cnbc](/creator/undefined) [@gavinsbaker](/creator/undefined) [@elonmusk](/creator/undefined) [@starlink](/creator/undefined)

**Top assets mentioned**
[Alphabet Inc Class A (GOOGL)](/topic/$googl) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Cloudflare, Inc. (NET)](/topic/cloudflare) [IonQ, Inc. (IONQ)](/topic/$ionq) [Netflix Inc (NFLX)](/topic/$nflx) [Sweetgreen, Inc. (SG)](/topic/$sg) [Acuren Corporation (TIC)](/topic/$tic) [Verisign, Inc. (VRSN)](/topic/$vrsn) [Chipotle Mexican Grill, Inc. (CMG)](/topic/$cmg) [Synopsys, Inc. (SNPS)](/topic/$snps) [D-Wave Quantum Inc. (QBTS)](/topic/$qbts) [Rigetti Computing, Inc. Common Stock (RGTI)](/topic/$rgti) [Quantum Computing Inc. (QUBT)](/topic/$qubt) [Constellation Energy Corp (CEG)](/topic/$ceg) [Vistra, Corp. (VST)](/topic/$vst) [NextEra Energy Inc (NEE)](/topic/$nee) [Advanced Micro Devices (AMD)](/topic/$amd)
### Top Social Posts
Top posts by engagements in the last XX hours

"@grok @JerryCap How does hyperscaler capex shift to ASICS / $GOOGL TPU model / $AVGO design affect $ASML in light of this thesis"  
[X Link](https://x.com/judechrist44/status/1998004731684520385)  2025-12-08T12:20Z XXX followers, XX engagements


"@eastdakota @Cloudflare Why don't we focus on fixing an Internet chokepoint before tying to add robustness to our AI platform"  
[X Link](https://x.com/judechrist44/status/1998378220933300299)  2025-12-09T13:04Z XXX followers, XX engagements


"2. $IONQ - trapped-ion gate-model Hyperstable ion qubits long coherence; scaling via photonic interconnects. Oxford Ionics acquisition brings trap-on-chip to boost density/fidelity. Verdict: Legit platform with clear scaling thesis still far from FTQC"  
[X Link](https://x.com/judechrist44/status/1978107075470188892)  2025-10-14T14:34Z XXX followers, XXX engagements


"@LDiscernment No offense @LDiscernment but $TIC sounds like a scam"  
[X Link](https://x.com/judechrist44/status/1994040260976890174)  2025-11-27T13:47Z XXX followers, XXX engagements


"$NFLX is at a crossroads: A. It can choose to continue with its traditional approach to video production (and continuing to buy #Hollywood studios like @warnerbros to expand its real-life content footprint). B. It can choose to use this capex more prudently to invest in AI-generated content - hiring leadership and talent in the emerging AI film industry. With co-CEOs Ted Sarandos @sarandos_ted (sales) and Greg Peters (product & operations) at the helm I believe @netflix is taking the well-worn path that is Option A. Like the blue pill in the Matrix Option A is the familiar path of what"  
[X Link](https://x.com/judechrist44/status/1998805527158206516)  2025-12-10T17:22Z XXX followers, XXX engagements


"Finishing up my long thesis on $VRSN @VERISIGN. I am not getting paid to do this but if you're a traditional PM or an aspiring one check out @obsdmd for logging tracking and reviewing idea generation / theses. It is basically the @github for alpha generation. . . . Disclaimer: Nothing here is a recommendation to buy or sell any security. These comments reflect my own views and may change at any time; I may hold positions mentioned. Statements are made pursuant to SEC Rule 10b-5 - no intent to mislead manipulate or provide personalized investment advice - do your own research"  
[X Link](https://x.com/judechrist44/status/1991238333243314661)  2025-11-19T20:13Z XXX followers, XX engagements


"$SG @sweetgreen is not a distressed asset - with its stock now trading XX% lower than at IPO. I just believe it is a mismanaged growth asset that has enormous potential for the right strategic buyer"  
[X Link](https://x.com/judechrist44/status/1993385169458466995)  2025-11-25T18:23Z XXX followers, XXX engagements


"Final post before I head out for pre-Thanksgiving festivities - debating whether to grab lunch at @sweetgreen $SG or @ChipotleTweets $CMG. What would @BillAckman or @DanielSLoeb1 suggest you think Here are some random thoughts on adding convexity to your portfolio using options (no speculation here)"  
[X Link](https://x.com/judechrist44/status/1993400476529008988)  2025-11-25T19:24Z XXX followers, XXX engagements


"@wolfejosh @grok list the startups in aerospace and defense that @Lux_Capital has invested in. Any exits and realized returns on those exits"  
[X Link](https://x.com/judechrist44/status/1995210044053590077)  2025-11-30T19:15Z XXX followers, XX engagements


"@grok @wolfejosh @Lux_Capital @grok so @wolfejosh is incentivized to post bullish tweets about aerospace and defensive startups Has he articulated his theses for these two spaces - if so share the articles"  
[X Link](https://x.com/judechrist44/status/1995210680723808454)  2025-11-30T19:17Z XXX followers, XX engagements


"@MartinShkreli @StanphylCap @grok does @MartinShkreli have a persona vendetta against @StanphylCap and if so why"  
[X Link](https://x.com/judechrist44/status/1995223514241220952)  2025-11-30T20:08Z XXX followers, XXX engagements


"@nvidianewsroom @Synopsys In plain English: this partnership is a deal (sending $SNPS up X% pre-market) to hardwire @Synopsys EDA chip design software to the @nvidia #CUDA platform. $NVDA wants chip design to be depend on their GPUs"  
[X Link](https://x.com/judechrist44/status/1995488256281231849)  2025-12-01T13:40Z XXX followers, XXX engagements


"@JerryCap @grok clarify this post. What this is equity analyst report saying and who is it from. What is Jerry capital - does he manage money for a fund or himself - and his position in $ASML or relationship to this reports creator"  
[X Link](https://x.com/judechrist44/status/1998002865684848836)  2025-12-08T12:12Z XXX followers, XX engagements


"@grok @JerryCap @grok explain this thesis in detail and this emphasis on WFE (what is it first) for $ASML long thesis"  
[X Link](https://x.com/judechrist44/status/1998003847240028381)  2025-12-08T12:16Z XXX followers, XX engagements


"@grok @JerryCap @grok thats it Whats the driver and catalyst"  
[X Link](https://x.com/judechrist44/status/1998004234223304932)  2025-12-08T12:18Z XXX followers, XX engagements


"@grok @JerryCap @grok wouldnt anything (aligning with AI) drive increase demand for $ASML. Doesnt it have a monopoly on the current only viable lithography machine Why is this even a thesis It just seems like a consensus view already priced in - no alpha"  
[X Link](https://x.com/judechrist44/status/1998005215400980584)  2025-12-08T12:22Z XXX followers, XX engagements


"@grok @JerryCap @grok this seems like a circular argument. What is the variant perception"  
[X Link](https://x.com/judechrist44/status/1998005703727079466)  2025-12-08T12:24Z XXX followers, XX engagements


"@grok @JerryCap @grok thats just saying higher than expected AI capex This is really not much of a variant perception"  
[X Link](https://x.com/judechrist44/status/1998006236462383315)  2025-12-08T12:26Z XXX followers, XX engagements


"@grok @JerryCap Nonsense - you just cited a bunch of disconnected datapoints with no clear thesis or cohesive body of evidence"  
[X Link](https://x.com/judechrist44/status/1998008426270773347)  2025-12-08T12:35Z XXX followers, XX engagements


"@DivesTech @CNBCClosingBell @ScottWapnerCNBC @CNBC @CNBCtech Doesn't matter - too late @DivesTech. Moore Threads will gain Chinese monopoly. My thoughts below"  
[X Link](https://x.com/judechrist44/status/1998150462605001078)  2025-12-08T21:59Z XXX followers, XXX engagements


"Long SK Hynix - will be one of the hot AI infra plays in 2026 when ADR launches. Top AI memory player (HBM) in an oligopoly"  
[X Link](https://x.com/judechrist44/status/1998349738874122728)  2025-12-09T11:11Z XXX followers, XXX engagements


"@LaLeagane @Cloudflare It was a prearranged divorce"  
[X Link](https://x.com/judechrist44/status/1998353746766577707)  2025-12-09T11:27Z XXX followers, XX engagements


"$NFLX is like the out-of-touch gullible rich family in the epic movie "The Parasite" by Bong Joon Ho. AI is quietly executing the playbook of the poor family in the movie and @netflix CEOs @sarandos_ted and Greg Peters are too busy trying to acquire @warnerbros to even notice. One of my shorter theses"  
[X Link](https://x.com/judechrist44/status/1998374242698797427)  2025-12-09T12:48Z XXX followers, XXX engagements


"Of course - they have CCP-backed Moore Threads. @realDonaldTrump screwed $NVDA with his temper-tantrums over tariffs/export restrictions this year. Which country in their right mind would rely on this for their existential pursuit of AGI"  
[X Link](https://x.com/judechrist44/status/1998378903698805010)  2025-12-09T13:07Z XXX followers, XXX engagements


"@grok @patrick_oshag @GavinSBaker expand on each consensus these - one paragraph each - did @GavinSBaker map these narratives to names"  
[X Link](https://x.com/judechrist44/status/1998382385151479861)  2025-12-09T13:21Z XXX followers, XX engagements


"@commonsenseplay The guy next door to me claims to the richest person and noone has heard of him too (except me). He drives a Hyundai tucson 2012"  
[X Link](https://x.com/judechrist44/status/1998383179959554374)  2025-12-09T13:24Z XXX followers, XXX engagements


"@grok @patrick_oshag Patrick - find AUM of this VC fund. What did he do before launching the VC. Gavin - find AUM of atreides (is this a reference to Dune). Which fund did he manage at Fidelity - find me latest XX year performance and AUM of that fund. Why did he leave Fidelity"  
[X Link](https://x.com/judechrist44/status/1998446194562081024)  2025-12-09T17:34Z XXX followers, XX engagements


"@grok @patrick_oshag Regarding @GavinSBaker share the details for this sexual harassment charge. Was he criminally convicted Who did he sexually harassed Tell me more about Patricks old asset mgmt firm - what was the latest performance and why did he shut it down I assume"  
[X Link](https://x.com/judechrist44/status/1998446952988684658)  2025-12-09T17:37Z XXX followers, XX engagements


"@grok @PhilipJohnston @nvidia @Google What about the space debris generated by such a large distributed network of space data centers"  
[X Link](https://x.com/judechrist44/status/1998889424256659456)  2025-12-10T22:55Z XXX followers, XX engagements


"May I be direct Quantum Computing offers no advantage to traditional computing for AI training and inference and may be detractive due to exponential costs. Although names like $QUBT $QBTS $IONQ $RGTI are recovering from recent lows their long-term prospects remain very challenging. Disclaimer: I am not an expert in quantum computing. My knowledge of this field stems from my education in electrical engineering and computer science conversations with other investors (VCs and fund managers) and self-education from research papers and social media. This an investment view of quantum computing"  
[X Link](https://x.com/judechrist44/status/1996618732807065773)  2025-12-04T16:32Z XXX followers, XXX engagements


"Independent power producers (IPPs) are a small universe of names ( $CEG $VST $NEE) that will be a large beneficiary of AI datacenter power by hyperscalers (2025-2030). This is a consensus view - the variant perception is that: X. the power requirements for AI will become exponential due to power requirements of CMOS tech (unless we find some alternative tech in say photonics). the market is pricing sub-exponential power demand. X. all this hyperon nuclear in SMR names like $SMR $OKLO is really nonsensical (they can't deliver the power at scale). also nuclear is rocket physics x neurosurgery x"  
[X Link](https://x.com/judechrist44/status/1996688914971824366)  2025-12-04T21:11Z XXX followers, XXX engagements


"I predict $NVDA to lag behind $AMD $AVGO and $GOOGL in 2026. There are two major headwinds (hyperscaler capex shift to ASICs/TPUs and Chinese hardware monopoly in Moore Threads) that is out of Jensen Huang's control - whether he likes it or not. Full thesis linked"  
[X Link](https://x.com/judechrist44/status/1998145871041675761)  2025-12-08T21:41Z XXX followers, XXX engagements


"@DivesTech @CNBCClosingBell @CNBC Nonsense. $NVDA too late - Trump delayed too much with his BS and gave Moore Threads the China monopoly"  
[X Link](https://x.com/judechrist44/status/1998178692292575353)  2025-12-08T23:51Z XXX followers, XXX engagements


"Vibe coding is an investment edge for PMs who start using it to develop custom software tailored exactly to their specific strategies - something Bloomberg or @FactSet will never be able to achieve. I am writing a series on my investment toolkit everything I use in order order to implement my investment process as optimally as possible leveraging AI wherever I can (I am an individual retail PM with no team of equity analysts or quant developers unfortunately). Today I will focus on #VibeCoding using @cursor_ai based on @ChatGPTapp @claudeai @deepseek_ai. Disclaimer: I am not a professional"  
[X Link](https://x.com/judechrist44/status/1998429763229340034)  2025-12-09T16:29Z XXX followers, XX engagements


"@grok @PhilipJohnston @nvidia @Google Give all this is this venture by @elonmusk @Starlink @SpaceX to build AI data centers in low earth orbit impractical and doesnt make sense economically"  
[X Link](https://x.com/judechrist44/status/1998893581071954317)  2025-12-10T23:12Z XXX followers, X engagements


"@grok @PhilipJohnston @nvidia @Google @elonmusk @Starlink @SpaceX Let me know when the economics make sense. Share findings with the author here"  
[X Link](https://x.com/judechrist44/status/1998894238134841825)  2025-12-10T23:14Z XXX followers, XX engagements