# ![@krgraver Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::3363403786.png) @krgraver Kelly Robert Graver

Kelly Robert Graver posts on X about ai, $velo, $rbrk, data the most. They currently have [---] followers and [--] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::3363403786/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3363403786/c:line/m:interactions.svg)

- [--] Week [-------] +67%
- [--] Month [-------] +30,959%

### Mentions: [--] [#](/creator/twitter::3363403786/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3363403786/c:line/m:posts_active.svg)

- [--] Month [--] -83%

### Followers: [---] [#](/creator/twitter::3363403786/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3363403786/c:line/m:followers.svg)

- [--] Week [---] +1.30%
- [--] Month [---] +4.50%

### CreatorRank: [---------] [#](/creator/twitter::3363403786/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3363403786/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  60.71% [technology brands](/list/technology-brands)  32.14% [cryptocurrencies](/list/cryptocurrencies)  28.57% [finance](/list/finance)  21.43% [automotive brands](/list/automotive-brands)  7.14% [social networks](/list/social-networks)  7.14%

**Social topic influence**
[ai](/topic/ai) 32.14%, [$velo](/topic/$velo) #63, [$rbrk](/topic/$rbrk) #42, [data](/topic/data) #3323, [$te](/topic/$te) #73, [solar](/topic/solar) 14.29%, [in the](/topic/in-the) 14.29%, [$zeta](/topic/$zeta) 14.29%, [$gnrc](/topic/$gnrc) 10.71%, [data centers](/topic/data-centers) 10.71%

**Top accounts mentioned or mentioned by**
[@bipulsinha](/creator/undefined) [@couchinvestor](/creator/undefined) [@kingtutcap](/creator/undefined) [@sjcapitalinvest](/creator/undefined) [@creationaiiy](/creator/undefined)

**Top assets mentioned**
[Velo (VELO)](/topic/$velo) [Rubrik, Inc.  (RBRK)](/topic/$rbrk) [ZetaChain (ZETA)](/topic/$zeta) [Generac Holdings Inc. (GNRC)](/topic/$gnrc) [Reddit, Inc.  (RDDT)](/topic/$rddt) [Sea Limited (SE)](/topic/$se) [UiPath, Inc. (PATH)](/topic/$path) [Lemonade, Inc. (LMND)](/topic/$lmnd) [Pure Storage, Inc. (PSTG)](/topic/$pstg) [Tesla, Inc. (TSLA)](/topic/tesla) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Iris Energy Limited (IREN)](/topic/$iren) [Oscar Health, Inc.  (OSCR)](/topic/$oscr) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Tempus AI, Inc. (TEM)](/topic/$tem) [Nextracker Inc. (NXT)](/topic/$nxt) [Marvell Technology Inc (MRVL)](/topic/$mrvl) [Micron Technology, Inc. (MU)](/topic/$mu) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [Advanced Micro Devices (AMD)](/topic/$amd)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Started a position in $PSTG as it seems to address a new bottleneck in frontier AI model training. Its FlashBlade storage architecture scales metadata performance so that I/O is maximized and GPUs are never throttled. Plus it's Gavin Baker and Atreides Mgmt largest holding 👀"  
[X Link](https://x.com/anyuser/status/2013740684553953286)  2026-01-20T22:29Z [---] followers, [---] engagements


"$VELO 3D is looking like a hidden gem. Customers include SpaceX and Anduril for 3D metal printing. A US-based company primed for commercial and government contracts in space defense and energy. Only $300m in MC very volatile but huge upside potential"  
[X Link](https://x.com/anyuser/status/2016497687604965632)  2026-01-28T13:04Z [---] followers, [----] engagements


"Besides the macro selloff in growth stocks it seems there's some FUD with $TE based on Tesla moving into US-based solar panel manufacturing. If anything this is validation of the demand in solar and shows the IRA incentives are working. Long $TE"  
[X Link](https://x.com/anyuser/status/2018267605530796115)  2026-02-02T10:17Z [---] followers, [---] engagements


"Stocks I'm looking to add to during this selloff: $TE: Meeting the growing energy demand with vertically integrated solar panels built in the US. More 👇"  
[X Link](https://x.com/anyuser/status/2018268644883534024)  2026-02-02T10:21Z [---] followers, [---] engagements


"$VELO: US-based metal 3D printing for customers like Anduril and SpaceX. Benefactor of increased spending in space defense and energy"  
[X Link](https://x.com/anyuser/status/2018268732452131203)  2026-02-02T10:22Z [---] followers, [---] engagements


"$RBRK: Data is the new oil in the AI economy. Rubrik keeps enterprise data safe from ransomware. Growing like a weed yet highly undervalued due to SaaS selloff"  
[X Link](https://x.com/anyuser/status/2018269388923609540)  2026-02-02T10:24Z [---] followers, [---] engagements


"$ZETA: The Palantir for enterprise marketing. Nearly a 300% ROI for customers after [--] years and has the moat of 1st party data to train their models"  
[X Link](https://x.com/anyuser/status/2018269895033528361)  2026-02-02T10:26Z [---] followers, [---] engagements


"I believe the market is underestimating $RDDT ability to monetize its user-generated data. $RDDT is currently licensing data via individual contracts. In an agent-driven internet this should flip to usage-based fees to access their API leading to SaaS-like profits/margins"  
[X Link](https://x.com/anyuser/status/2018646660654698858)  2026-02-03T11:24Z [---] followers, [---] engagements


"Based on my strong urge to sell great companies like $ZETA $RBRK $RDDT and $SE to full port into hardware companies we're close to capitulation on software names and I'd be selling low. #HODL"  
[X Link](https://x.com/anyuser/status/2018747734686363941)  2026-02-03T18:05Z [---] followers, [---] engagements


"A safe and "boring" stock I found to play the AI infrastructure buildout is $PPIH. Sells specialty piping solutions for data centers energy and mining. Solid business that shrugged off the recent selloff still looks cheap at a [--] P/E"  
[X Link](https://x.com/krgraver/status/2020143281133208062)  2026-02-07T14:31Z [---] followers, [---] engagements


"$VELO Velo3D [----] guidance 👀👀 Update on the $VELO defense catalyst that I previously posted about . the Senate officially passed the FY26 Defense Appropriations bill (71-29) on Friday 🏛 Why this matters for Velo3D: [--] The "Buy American" Mandate: The bill locks in the ban on Chinese/foreign-linked 3D Update on the $VELO defense catalyst that I previously posted about . the Senate officially passed the FY26 Defense Appropriations bill (71-29) on Friday 🏛 Why this matters for Velo3D: [--] The "Buy American" Mandate: The bill locks in the ban on Chinese/foreign-linked 3D"  
[X Link](https://x.com/krgraver/status/2020859164017258887)  2026-02-09T13:55Z [---] followers, [---] engagements


"Step [--] was securing compute. Step [--] is now securing energy. $AMZN $IREN $TE The AI energy race heats up Amazon outbids Washington utility company on massive [----] acre solar farm https://t.co/TlpSzeslfo The AI energy race heats up Amazon outbids Washington utility company on massive [----] acre solar farm https://t.co/TlpSzeslfo"  
[X Link](https://x.com/krgraver/status/2020866669552247193)  2026-02-09T14:25Z [---] followers, [---] engagements


"$RBRK CEO @bipulsinha says Rubrik has all the ingredients to evolve past data resistance into agent monitoring and management with their AI Agent Cloud https://youtube.com/clip/UgkxMWnbD2AORigX69u2AL3uRnG_oDG_Dk3fsi=JtfKkMbfbOzy1wgQ https://youtube.com/clip/UgkxMWnbD2AORigX69u2AL3uRnG_oDG_Dk3fsi=JtfKkMbfbOzy1wgQ"  
[X Link](https://x.com/krgraver/status/2021210751587746116)  2026-02-10T13:12Z [---] followers, 16.9K engagements


"$VELO 3D is the first additive manufacturing vendor selected to support the US Army's GVSC campaign meeting all criteria in under two weeks. https://finance.yahoo.com/news/velo3d-qualified-first-additive-manufacturing-140000790.html https://finance.yahoo.com/news/velo3d-qualified-first-additive-manufacturing-140000790.html"  
[X Link](https://x.com/krgraver/status/2021233236450431484)  2026-02-10T14:42Z [---] followers, [---] engagements


"A write-up for how to find perspective on the AI infrastructure being built and how it affects our future. https://medium.com/kineration/how-humans-will-interact-with-ai-in-the-future-cb8ca6041678 https://medium.com/kineration/how-humans-will-interact-with-ai-in-the-future-cb8ca6041678"  
[X Link](https://x.com/krgraver/status/2021283630513832327)  2026-02-10T18:02Z [---] followers, [--] engagements


"Started a short-medium term position in $GNRC industry leader in standby generators. This should start to see meaningful revenue growth delivering diesel backup generators to AI data centers in [----]. (NFA) Plus additional possible tailwinds"  
[X Link](https://x.com/krgraver/status/2010000142745915464)  2026-01-10T14:45Z [---] followers, [---] engagements


"Tailwind 2: Energy grid insecurity. As people fear grid outages due to data centers demand for backup generators will recover"  
[X Link](https://x.com/krgraver/status/2010000772013142420)  2026-01-10T14:48Z [---] followers, [--] engagements


"Tailwind 3: US infrastructure buildout. As the world builds out data centers and critical infrastructure worksites will need generators and light towers things that $GNRC specialize in"  
[X Link](https://x.com/krgraver/status/2010001329633341553)  2026-01-10T14:50Z [---] followers, [--] engagements


"@Couch_Investor Agreed it's likely poor crypto numbers are priced in"  
[X Link](https://x.com/krgraver/status/2021298770030350463)  2026-02-10T19:02Z [---] followers, [---] engagements


"@kingtutcap Often this happens with companies growing quickly and about to turn a profit $TE $VELO $RBRK $ZETA"  
[X Link](https://x.com/krgraver/status/2021302556006154443)  2026-02-10T19:17Z [---] followers, [---] engagements


"In terms of TAM I may need to reallocate funds based on this chart from ChatGPT. Long $HIMS $OSCR"  
[X Link](https://x.com/krgraver/status/2010077694814499062)  2026-01-10T19:54Z [---] followers, [--] engagements


"Based on this interview with $PATH CEO Daniel Dines there is an asymmetrical bet on agentic AI that is at the bottom of the S curve https://www.youtube.com/watchv=cdAbedhYWa0 https://www.youtube.com/watchv=cdAbedhYWa0"  
[X Link](https://x.com/krgraver/status/2010080424597618739)  2026-01-10T20:04Z [---] followers, [---] engagements


"$TEM is looking extremely interesting at $70. People throw around "the next Palantir" a lot but this one might come the closest. Huge TAM lots of partnerships vast data advantage and path to profitability in the AI space"  
[X Link](https://x.com/krgraver/status/2012511447201296716)  2026-01-17T13:04Z [---] followers, [--] engagements


"Now that $LMND has a working relationship with $TSLA is there a chance they cover the entire Robotaxi fleet Maybe that's why the stock is up so much today 🤔 Bullish $LMND"  
[X Link](https://x.com/anyuser/status/2014405060663415071)  2026-01-22T18:29Z [---] followers, [---] engagements


"RT @SJCapitalInvest: $NXT Leading solar frame and software providers just absolutely demolished earnings. Record backlog Share buybacks R"  
[X Link](https://x.com/krgraver/status/2016499583124218358)  2026-01-28T13:12Z [---] followers, [--] engagements


"Some of my favorite growth picks are on sale today: $LMND -2% $MRVL -4% $PATH -5% $RBRK -3% $SE -4% $ZETA -6%"  
[X Link](https://x.com/anyuser/status/2011506423276998666)  2026-01-14T18:31Z [---] followers, [---] engagements


"I'm glad my play on $GNRC is going well just not sure if it's because of the winter storms people are looking ahead to earnings or it was just undervalued. I think it has a lot of room to run still though"  
[X Link](https://x.com/krgraver/status/2014405959737618537)  2026-01-22T18:33Z [---] followers, [---] engagements


"Some of the fastest growing free cash flow machine companies are getting sold off indiscriminately. $MU: -9% $PLTR: -11% $HOOD: -7% $AMD: -17% This is the type of environment where true alpha is generated for long term investors"  
[X Link](https://x.com/krgraver/status/2019161162609287643)  2026-02-04T21:28Z [---] followers, [---] engagements

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