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# ![@kakashiii111 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1296211919653736450.png) @kakashiii111 Kakashii

Kakashii posts on X about china, open ai, accounting, money the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXXX engagements in the last XX hours.

### Engagements: XXXXXX [#](/creator/twitter::1296211919653736450/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1296211919653736450/c:line/m:interactions.svg)

- X Week XXXXXXXXX +497%
- X Month XXXXXXXXX +48%
- X Months XXXXXXXXXX +105%
- X Year XXXXXXXXXX +73%

### Mentions: XX [#](/creator/twitter::1296211919653736450/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1296211919653736450/c:line/m:posts_active.svg)

- X Week XX -XX%
- X Month XXX +63%
- X Months XXX +7.40%
- X Year XXX -XXXX%

### Followers: XXXXXX [#](/creator/twitter::1296211919653736450/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1296211919653736450/c:line/m:followers.svg)

- X Week XXXXXX +3.20%
- X Month XXXXXX +8%
- X Months XXXXXX +49%
- X Year XXXXXX +163%

### CreatorRank: XXXXXXX [#](/creator/twitter::1296211919653736450/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1296211919653736450/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1296211919653736450/influence)
---

**Social category influence**
[technology brands](/list/technology-brands)  XXXXX% [stocks](/list/stocks)  #5361 [finance](/list/finance)  #6062 [countries](/list/countries)  XXXXX% [travel destinations](/list/travel-destinations)  XXX% [currencies](/list/currencies)  XXXX% [automotive brands](/list/automotive-brands)  XXXX%

**Social topic influence**
[china](/topic/china) #2074, [open ai](/topic/open-ai) #526, [accounting](/topic/accounting) #25, [money](/topic/money) #3780, [microsoft](/topic/microsoft) #1128, [$nvda](/topic/$nvda) #114, [has been](/topic/has-been) 2.9%, [$9434t](/topic/$9434t) #7, [investment](/topic/investment) #1161, [6969](/topic/6969) XXXX%

**Top accounts mentioned or mentioned by**
[@aq_lp0](/creator/undefined) [@jmt94590](/creator/undefined) [@poezhao0605](/creator/undefined) [@dariocpx](/creator/undefined) [@ploutoncapllc](/creator/undefined) [@stock_investor1](/creator/undefined) [@zephyrz9](/creator/undefined) [@waddup2020](/creator/undefined) [@selbyassoc](/creator/undefined) [@jetsamcapital](/creator/undefined) [@psibirskiy](/creator/undefined) [@snowytrade](/creator/undefined) [@xandman5](/creator/undefined) [@realjohngaltfla](/creator/undefined) [@joe126521](/creator/undefined) [@lost_signal](/creator/undefined) [@plane327](/creator/undefined) [@sehrlangsam2](/creator/undefined) [@grok](/creator/undefined) [@minofopts](/creator/undefined)

**Top assets mentioned**
[Microsoft Corp. (MSFT)](/topic/microsoft) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Advanced Micro Devices (AMD)](/topic/$amd) [Marvell Technology Inc (MRVL)](/topic/$mrvl) [Unilever plc (UL)](/topic/$ul) [Tesla, Inc. (TSLA)](/topic/tesla)
### Top Social Posts [#](/creator/twitter::1296211919653736450/posts)
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Top posts by engagements in the last XX hours

"I'm in dubai for a short weekend and I can say that dubai is the most overrated and expensivr city I've ever been. If it wasn't for money luandering this city would be empty"  
[X Link](https://x.com/kakashiii111/status/1632300646908022784) [@kakashiii111](/creator/x/kakashiii111) 2023-03-05T08:42Z 22K followers, 67.7K engagements


"SMCI the king of irregular accounting practices and partner in crime of Nvidia provides the Blackwell GPUs to Lambda in which Nvidia is a leading investor and major client. Nvidia then rents the GPUs provided by SMCI back for $1.5B effectively paying for its own GPUs. This isnt a racket; its the biggest company in the world perfecting the art of round-tripping revenue artificially recognizing income to beat Wall Street estimates and turning their own GPUs in a never-ending money loop"  
[X Link](https://x.com/kakashiii111/status/1964957642230739393) [@kakashiii111](/creator/x/kakashiii111) 2025-09-08T07:43Z 22.1K followers, 41.8K engagements


"Scandals refers to: X. Fraud or Deception e.g. falsifying financial statements accounting fraud (like Enron or Wirecard). X. Corporate Governance Failures executives hiding risks lying to shareholders or self-dealing. X. Conflicts of Interest / Abuse of Power. Nvidia ticks all above"  
[X Link](https://x.com/kakashiii111/status/1972296292484476985) [@kakashiii111](/creator/x/kakashiii111) 2025-09-28T13:44Z 22.1K followers, 1114 engagements


"@zephyr_z9 Qualcomm. the risk"  
[X Link](https://x.com/kakashiii111/status/1976988663147118748) [@kakashiii111](/creator/x/kakashiii111) 2025-10-11T12:30Z 22K followers, 4537 engagements


"So Dan Niles comments that this bubble will continue are: Dot-com was six years. We are now only three years since ChatGPT. So we have a few more years because the dot-com era lasted six years so this must be similar right Token generation is currently exploding. He forgot that internet users kept growing even after the dot-com era but its okay. People tend to remember what fits their narrative. The Fed is also likely to cut rates again in two weeks and again in early December. Bullish. It really helped during the dot-com era and every other crisis. In an environment fueled by easy money it"  
[X Link](https://x.com/kakashiii111/status/1977934571661639733) [@kakashiii111](/creator/x/kakashiii111) 2025-10-14T03:08Z 22.1K followers, 13.1K engagements


"Singapore's Revenue entered the Chat"  
[X Link](https://x.com/kakashiii111/status/1979256769152192555) [@kakashiii111](/creator/x/kakashiii111) 2025-10-17T18:42Z 22.1K followers, 15.4K engagements


"Everyone complains that the Vision Pro is heavy and expensive. Apple: OK lets make it even heavier and keep the same price"  
[X Link](https://x.com/kakashiii111/status/1979772979920941340) [@kakashiii111](/creator/x/kakashiii111) 2025-10-19T04:53Z 22.1K followers, 12.9K engagements


"This is one of the best interviews Ive seen recently. great for anyone who wants to understand the differences between China and the U.S. in AI and GenAI as well as the distinct approach China has taken"  
[X Link](https://x.com/kakashiii111/status/1979892279537262923) [@kakashiii111](/creator/x/kakashiii111) 2025-10-19T12:47Z 22.1K followers, 12.2K engagements


"Another note from my side: According to the FT OpenAI has $13B in ARR with XX% coming from ChatGPT subscriptions which account for X% of its 800M weekly active users. That means OpenAI generates $9.1B in ARR from 40M paid users or about $XXXXX ARR per user which is roughly $XXXXX per month per user. But what about all those Pro users paying $XXX a month Do these 40M paid users include business and enterprise accounts If so the average per-user revenue would be around $2530 for business users (paid annually). Many things dont add up. I have so many questions about the figures in that FT article"  
[X Link](https://x.com/kakashiii111/status/1978324495942455709) [@kakashiii111](/creator/x/kakashiii111) 2025-10-15T04:58Z 22.1K followers, 53.6K engagements


""Antitrust-Style Pressure Huang has tightened threats and monitoring against clients." More evidence for anyone who doubted me"  
[X Link](https://x.com/kakashiii111/status/1980478724530401375) [@kakashiii111](/creator/x/kakashiii111) 2025-10-21T03:38Z 22.1K followers, 9554 engagements


"If OpenAI doesnt have money no data centers get built no GPUs get purchased"  
[X Link](https://x.com/kakashiii111/status/1980556868994101416) [@kakashiii111](/creator/x/kakashiii111) 2025-10-21T08:48Z 22.1K followers, 78.6K engagements


"Covers $X billion of the up to $XXXX billion that SoftBank said it would invest in the second tranche of OpenAI's funding round. How will they raise the remaining $XXXX billion for this funding round Well hear soon OpenAI urgently needs the money and to close this round"  
[X Link](https://x.com/kakashiii111/status/1980850442801410161) [@kakashiii111](/creator/x/kakashiii111) 2025-10-22T04:15Z 22.1K followers, 54.6K engagements


"I also thought about Softbank selling ARM shares but from what I can tell Son still has trauma from selling his Nvidia shares so he doesnt want to repeat that mistake. Instead hed rather take a loan backed by his ARM shares"  
[X Link](https://x.com/kakashiii111/status/1980867003650027573) [@kakashiii111](/creator/x/kakashiii111) 2025-10-22T05:21Z 22.1K followers, 4710 engagements


"Broadcom has XXX Chinese partners and distributors operating in mainland China. Many of these entities are owned or controlled in ways that would trigger the new BIS rule issued on September XX 2025 that is they are at least XX% owned by or have significant minority ownership from companies listed on the Entity List or the MEU List. Do you think Broadcom will conduct the additional due diligence now required by BIS under this new rule"  
[X Link](https://x.com/kakashiii111/status/1977797905227591822) [@kakashiii111](/creator/x/kakashiii111) 2025-10-13T18:05Z 22.1K followers, 5017 engagements


"After the bailout of Silicon Valley Bank & Co. lenders regional banks and other banks including but not limited to public companies - realized that taking risks with leverage would be acceptable since in the worst case they would receive a bailout. Thats why we see many loans backed by GPUs as in the end they expected to be bailed out"  
[X Link](https://x.com/kakashiii111/status/1979566009129521222) [@kakashiii111](/creator/x/kakashiii111) 2025-10-18T15:11Z 22.1K followers, 1.5M engagements


"@Matans8442 Exactly. The DeepSeek's slashing prices was a big deal but it somehow missed the presss attention which doesnt surprise me. Theyre trying to suppress any news that goes against the current spending spree narrative"  
[X Link](https://x.com/kakashiii111/status/1979964900412948905) [@kakashiii111](/creator/x/kakashiii111) 2025-10-19T17:36Z 22.1K followers, 29.6K engagements


"In very interesting timing and in a move that seems to boost the number of paying subscribers before closing the ongoing $40B round discussions OpenAI is offering a one-month free trial to regular free users"  
[X Link](https://x.com/kakashiii111/status/1980321500470342107) [@kakashiii111](/creator/x/kakashiii111) 2025-10-20T17:13Z 22.1K followers, 8833 engagements


"The Special Forces of Demand: How Nvidia Manufactures Demand Through Neoclouds Let me present to you the Special Forces for Demand of Nvidia - the Neoclouds. Jensen a veteran of the dot-com era knew exactly what he had to take care of and control in order to maintain Nvidias position for as long as possible. You need to diversify your base of clients keep your competitors from gaining any stake in the game and above all control the demand if you want to keep the Beat and Raise cycle going as long as possible. Once you control the demand you control the numbers who gets what and how much they"  
[X Link](https://x.com/kakashiii111/status/1980692764796022916) [@kakashiii111](/creator/x/kakashiii111) 2025-10-21T17:48Z 22.1K followers, 23K engagements


"Why would they pay for the ridiculously expensive Blackwell and least efficient GPT-5 models when they can get Huawei or DeepSeek at a fraction of the cost First focus on making the U.S. models more cost-efficient and push Nvidia to drop GPU prices"  
[X Link](https://x.com/kakashiii111/status/1981247036180893733) [@kakashiii111](/creator/x/kakashiii111) 2025-10-23T06:31Z 22.1K followers, 5794 engagements


"Trillions of dollars worth of investment for $XXXX billion in annualized revenue. cc: The Information"  
[X Link](https://x.com/kakashiii111/status/1960407180957356414) [@kakashiii111](/creator/x/kakashiii111) 2025-08-26T18:21Z 22.1K followers, 44.2K engagements


"Reminder to all: Larry Ellison was one of the biggest misleaders of the dot-com era. He consistently lied to investors and faced multiple class-action lawsuits. Lets not forget Oracles accounting irregularities most notably in the 90s when they did exactly what they repeated this earnings report: booking future sales to boost revenue. That fiasco forced them to restate earnings twice and lay off more than XX% of their workforce. Luckily for him this time Larry an experienced dot-com promoter already began laying off employees in advance"  
[X Link](https://x.com/kakashiii111/status/1965775655150162326) [@kakashiii111](/creator/x/kakashiii111) 2025-09-10T13:53Z 22.1K followers, 323.3K engagements


"Sep 152025 - NVIDIA Violates Anti-Monopoly Law State Administration for Market Regulation Decides to Launch Further Investigation Recently following a preliminary investigation it was found that NVIDIA Corporation violated the Anti-Monopoly Law of the Peoples Republic of China and the Announcement of the State Administration for Market Regulation on the Anti-Monopoly Review Decision of Approving NVIDIA Corporations Acquisition of Shares in Mellanox Technologies Ltd. with Additional Restrictive Conditions. In accordance with the law the State Administration for Market Regulation has decided to"  
[X Link](https://x.com/kakashiii111/status/1967500143168716861) [@kakashiii111](/creator/x/kakashiii111) 2025-09-15T08:06Z 22.1K followers, 23.3K engagements


"The Dutch government chose a bad time for this odd move. I wouldnt be surprised if ASMLs application for rare earth materials get rejected effectively cutting the company off from accessing them until further notice"  
[X Link](https://x.com/kakashiii111/status/1977436529120407744) [@kakashiii111](/creator/x/kakashiii111) 2025-10-12T18:09Z 22.1K followers, 29.3K engagements


"@poezhao0605 After Mellanox China doesnt trust any acquisitions anymore"  
[X Link](https://x.com/kakashiii111/status/1977649177451806783) [@kakashiii111](/creator/x/kakashiii111) 2025-10-13T08:14Z 22.1K followers, 9788 engagements


"Over half of Broadcoms total revenue last quarter and about XX% of its product revenue came from the Asia Pacific region which is just a polite way of saying China Singapore and Malaysia. To make logistics easier for China Broadcoms main warehouse conveniently sits in Malaysia. When Tan was asked whether any of Broadcoms products get diverted to China he laughed and said no comment"  
[X Link](https://x.com/kakashiii111/status/1977789888029471028) [@kakashiii111](/creator/x/kakashiii111) 2025-10-13T17:33Z 22.1K followers, 27.7K engagements


"Hanwha Ocean ranks 6th among the top XX shipyards by order intake in 2024"  
[X Link](https://x.com/kakashiii111/status/1977999787481063688) [@kakashiii111](/creator/x/kakashiii111) 2025-10-14T07:27Z 22.1K followers, 5926 engagements


"On September XX 2025 Nvidia proudly rolled out a fancy PR announcing it would invest up to $XXXX billion usd in infrastructure with up to 160000 GB300 chips in the UK and 300000 worldwide. Now it turns out Nvidia will fund this project fully or partially to buy its own chips through SPV called Nscale. The total Roughly $XX billion - the same figure Nvidia had previously announced for those AI factories. In other words Nvidia invests and helps Nscale which acts as Nvidias SPV acquiring Nvidia chips with Nvidias money and then renting them out to Microsoft while marketing itself as the AI"  
[X Link](https://x.com/kakashiii111/status/1978397340731101427) [@kakashiii111](/creator/x/kakashiii111) 2025-10-15T09:47Z 22.1K followers, 70.3K engagements


"@GAllenChambers Nebius: CoreWeave:"  
[X Link](https://x.com/kakashiii111/status/1979592824728473823) [@kakashiii111](/creator/x/kakashiii111) 2025-10-18T16:58Z 22.1K followers, 3360 engagements


"@SelbyAssoc maybe this"  
[X Link](https://x.com/kakashiii111/status/1979975358104633620) [@kakashiii111](/creator/x/kakashiii111) 2025-10-19T18:18Z 22.1K followers, 15.5K engagements


""focused on breakthroughs in semiconductors AI and Quantum computing""  
[X Link](https://x.com/kakashiii111/status/1980230942934577270) [@kakashiii111](/creator/x/kakashiii111) 2025-10-20T11:13Z 22.1K followers, 6399 engagements


"Microsoft has been worried for a long time that building its own data centers to meet OpenAIs estimated compute demand would be a huge financial risk especially since they dont trust Sam Altmans projections and are conservative in their outlook. Thats one of the reasons Microsoft is okay with Nvidias requests to rent compute from CoreWeave Nebius and Nscale. They get great lease deals with the option to terminate literally at any time without the risk. They dont have to worry about overbuilding or GPU depreciation. They lease compute from these comfortable SPVs (the three mentioned above) and"  
[X Link](https://x.com/kakashiii111/status/1979559240613470665) [@kakashiii111](/creator/x/kakashiii111) 2025-10-18T14:44Z 22.1K followers, 174.6K engagements


"It's just fascinating that while the Chinese are busy working hard on efficiency and reducing costs to make AI as profitable as possible for both the labs and the hyperscalers in the US everyone seems to have been hypnotized by Jensen whose company Nvidia is the only one truly profiting from this into believing they must buy as many GPUs as possible to have the best models. I thought the DeepSeek moment would change something but the industry is already too deep into massive spending huge capex and a GPU buying spree hypnotized by Jensen and the fear that stopping the spending would cause"  
[X Link](https://x.com/kakashiii111/status/1979947586758074555) [@kakashiii111](/creator/x/kakashiii111) 2025-10-19T16:27Z 22.1K followers, 830.8K engagements


""Apple iPhone Outsells Previous Model" Exactly the same catalyst at exactly the same time of year - just one year later. Every Single Time"  
[X Link](https://x.com/kakashiii111/status/1980282193147723978) [@kakashiii111](/creator/x/kakashiii111) 2025-10-20T14:37Z 22.1K followers, 40.6K engagements


"What a surprise that a corporation would choose to work with the cheaper model over the expensive one (ahem GPT)"  
[X Link](https://x.com/kakashiii111/status/1980632745937457485) [@kakashiii111](/creator/x/kakashiii111) 2025-10-21T13:50Z 22.1K followers, 7956 engagements


"Hows the friendship going between Sam Altman and Microsoft So good they didnt even bother releasing Atlas Browser on Windows first only on Mac"  
[X Link](https://x.com/kakashiii111/status/1980697619677737461) [@kakashiii111](/creator/x/kakashiii111) 2025-10-21T18:08Z 22.1K followers, 6842 engagements


""alphaXiv used DeepSeek-OCR to extract all datasets from tables and figures in over 500000 AI arXiv papers costing only $1000. If using Mistral-OCR to do the same task it would cost $7500.""  
[X Link](https://x.com/kakashiii111/status/1980847268644467070) [@kakashiii111](/creator/x/kakashiii111) 2025-10-22T04:02Z 22.1K followers, 8505 engagements


"@stock_investor1 I also think of by selling arm shares. But from what I see Son has a trauma from selling nvidia shares so he doesnt want to do the sale with ARM shares. So he would rather take loan backed shares"  
[X Link](https://x.com/kakashiii111/status/1980866713060315551) [@kakashiii111](/creator/x/kakashiii111) 2025-10-22T05:20Z 22.1K followers, 1219 engagements


"1. Can we stop recycling catalysts just to save the stock X. Can we stop calling an LOI or MOU a deal agreement or transaction Thanks"  
[X Link](https://x.com/kakashiii111/status/1980999499393933415) [@kakashiii111](/creator/x/kakashiii111) 2025-10-22T14:07Z 22.1K followers, 13.4K engagements


"Wodnering if U.S software exports include Android and Windows Asking for some friends"  
[X Link](https://x.com/kakashiii111/status/1981037679606452227) [@kakashiii111](/creator/x/kakashiii111) 2025-10-22T16:39Z 22.1K followers, 6824 engagements


"Im wondering what accounting trick Tesla and PwC used for this FCF"  
[X Link](https://x.com/kakashiii111/status/1981258261723828477) [@kakashiii111](/creator/x/kakashiii111) 2025-10-23T07:15Z 22.1K followers, 14.6K engagements


"Great piece. Thats why the Chinese dont have to worry much. Trump will TACO it before they even blink"  
[X Link](https://x.com/kakashiii111/status/1981267467575185922) [@kakashiii111](/creator/x/kakashiii111) 2025-10-23T07:52Z 22.1K followers, 5375 engagements