# ![@rubicon59 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::17825986.png) @rubicon59 rubicon59

Intel ($intc) is gaining significant attention and support from the US government as a matter of national security, particularly in the development of advanced AI chips. This has led to a notable partnership with NVIDIA ($nvda) and a potential foundry spinoff, which could have significant implications for the industry. Meanwhile, Marvell ($mrvl) and other players like Broadcom ($avgo) and AMD ($amd) are also making moves in the data center and AI spaces.

### Engagements: [------] [#](/creator/twitter::17825986/interactions)
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### Mentions: [--] [#](/creator/twitter::17825986/posts_active)
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### Followers: [------] [#](/creator/twitter::17825986/followers)
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### CreatorRank: [-------] [#](/creator/twitter::17825986/influencer_rank)
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### Social Influence

**Social category influence**
[stocks](/list/stocks)  50% [technology brands](/list/technology-brands)  23.94% [finance](/list/finance)  16.49% [countries](/list/countries)  5.85% [cryptocurrencies](/list/cryptocurrencies)  3.72% [social networks](/list/social-networks)  3.19% [celebrities](/list/celebrities)  1.06% [currencies](/list/currencies)  0.53% [financial services](/list/financial-services)  0.53% [exchanges](/list/exchanges)  0.53%

**Social topic influence**
[$app](/topic/$app) #9, [$csuto](/topic/$csuto) 8.51%, [ai](/topic/ai) 7.45%, [$amd](/topic/$amd) 7.45%, [$nvda](/topic/$nvda) 5.85%, [$intc](/topic/$intc) #221, [nvda](/topic/nvda) 4.79%, [open ai](/topic/open-ai) 4.79%, [app](/topic/app) #3971, [meta](/topic/meta) #2684

**Top accounts mentioned or mentioned by**
[@betochmam](/creator/undefined) [@evrgn11112231](/creator/undefined) [@grok](/creator/undefined) [@tidefallcapital](/creator/undefined) [@alexintel](/creator/undefined) [@johnson46042170](/creator/undefined) [@forwardshortleg](/creator/undefined) [@techequityeng](/creator/undefined) [@elibroftw](/creator/undefined) [@z22holding](/creator/undefined) [@stockgutter](/creator/undefined) [@tiesoinvestor](/creator/undefined) [@investorcanna](/creator/undefined) [@titsntrades](/creator/undefined) [@bungarsargon](/creator/undefined) [@bubblebabyboi](/creator/undefined) [@mangan150](/creator/undefined) [@mcorlecapital](/creator/undefined) [@morganwu8](/creator/undefined) [@algora_victor](/creator/undefined)

**Top assets mentioned**
[AppLovin Corporation (APP)](/topic/$app) [Advanced Micro Devices (AMD)](/topic/$amd) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Intel Corporation (INTC)](/topic/$intc) [DLocal Limited (DLO)](/topic/$dlo) [Duolingo, Inc.  (DUOL)](/topic/$duol) [Metadium (META)](/topic/$meta) [Reddit, Inc.  (RDDT)](/topic/$rddt) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Oracle Corporation (ORCL)](/topic/$orcl) [IBM (IBM)](/topic/ibm) [GE Vernova Inc. (GEV)](/topic/$gev) [Unity Software Inc. (U)](/topic/$u) [Marvell Technology Inc (MRVL)](/topic/$mrvl) [Hartford Financial Services Group Inc (HIG)](/topic/$hig) [Genworth Financial, Inc. (GNW)](/topic/$gnw) [Workday Inc (WDAY)](/topic/$wday) [Micron Technology, Inc. (MU)](/topic/$mu) [Intuit Inc. (INTU)](/topic/$intu) [Spotify Technology (SPOT)](/topic/$spot) [Atlassian Corporation PLC (TEAM)](/topic/$team) [Amazon.com, Inc. (AMZN)](/topic/$amzn)
### Top Social Posts
Top posts by engagements in the last [--] hours

"What happens after unrealized gains go down the next year after taxed Do the ruling idiots give a refund What about unrealized losses Sad day in NL the Dutch government is expected to pass a bill introducing a 36% tax on unrealized capital gains. This will destroy long-term strategies kill compounding effects & trigger a wealth exodus of biblical proportions. But they'll pass it anyway. Can't fix stupid. Sad day in NL the Dutch government is expected to pass a bill introducing a 36% tax on unrealized capital gains. This will destroy long-term strategies kill compounding effects & trigger a"  
[X Link](https://x.com/rubicon59/status/2021938038155427900)  2026-02-12T13:22Z 22.2K followers, 18.8K engagements


"Another egregious SBC user. Take that out and a ridiculously high multiple for low growth. $WDAY Bloodbath in software land. Workday $WDAY CEO asked by board to go "spend more time with family." https://t.co/17zFuUapOv Bloodbath in software land. Workday $WDAY CEO asked by board to go "spend more time with family." https://t.co/17zFuUapOv"  
[X Link](https://x.com/rubicon59/status/2021620134721536108)  2026-02-11T16:19Z 22.2K followers, [----] engagements


"Re-entered $APP on this silly AH decline despite such unbelievable (yet again) results"  
[X Link](https://x.com/rubicon59/status/2021721793267126280)  2026-02-11T23:03Z 22.2K followers, 10.2K engagements


"Wait till they find out that $APP is pure-play play AI"  
[X Link](https://x.com/rubicon59/status/2022152264870433048)  2026-02-13T03:34Z 22.2K followers, 12.1K engagements


"$APP is Mag1 AppLovin vs. Mag [--] For reference on the absolute insanity of $APP margin expansion here it is compared to the Mag [--]. Follow the baby blue line. From unprofitable [--] years ago to 76% Operating Margin.🤯 https://t.co/EQvIj1biJJ AppLovin vs. Mag [--] For reference on the absolute insanity of $APP margin expansion here it is compared to the Mag [--]. Follow the baby blue line. From unprofitable [--] years ago to 76% Operating Margin.🤯 https://t.co/EQvIj1biJJ"  
[X Link](https://x.com/rubicon59/status/2022168053237395513)  2026-02-13T04:36Z 22.2K followers, [----] engagements


"Mr. Market will come around on $APP as soon as the meds kick in"  
[X Link](https://x.com/rubicon59/status/2022439560714784877)  2026-02-13T22:35Z 22.2K followers, [----] engagements


"Nothing is certain but $APP here sure looks like a far better AI pure-play than $META on the multiple the execution and the relative TAM dimentions. $APP Content & Attention aggregators will win in AI. Even in the extreme case when AI does more at work and people do less consumption will increase. https://t.co/QX6AIIKiQa $APP Content & Attention aggregators will win in AI. Even in the extreme case when AI does more at work and people do less consumption will increase. https://t.co/QX6AIIKiQa"  
[X Link](https://x.com/rubicon59/status/2022698858980180348)  2026-02-14T15:46Z 22.2K followers, [----] engagements


"Note that the e-commerce-advertising TAM for $APP is multiple times bigger than game-advertising. Also with more advert types variety conversion rate from the cirrent games supply should eventually quantuple. The growth effect will be cumulative"  
[X Link](https://x.com/rubicon59/status/2022704190829793326)  2026-02-14T16:07Z 22.2K followers, [----] engagements


"$MTBLY just paid out the $32% cash divvy and stock price is same as when announced on March [--] 👀👀 $MTBLY is paying a $0.6 special divident later this month = 33% on the current price. Afterwards still left with tens of millions of cash and investments + two fast-growing SaaS businesses on the cheap. $MTBLY is paying a $0.6 special divident later this month = 33% on the current price. Afterwards still left with tens of millions of cash and investments + two fast-growing SaaS businesses on the cheap"  
[X Link](https://x.com/rubicon59/status/1905625206816997640)  2025-03-28T14:17Z 22.2K followers, [----] engagements


"$DLO looks very promising. Excellent Q1. Low implied valuation. But will improvements continue"  
[X Link](https://x.com/rubicon59/status/1924492749262504266)  2025-05-19T15:50Z 22.1K followers, 29K engagements


"Despite an incredible runup (congrats @puppyeh1) $EDU.AX remains at a shockingly low multiple despite continued hypergrowth. Its fortunes seem tied to continued 3rd-world immigration which the current Australian gov embraces. 🤷♂ Now we know why $EDU.AX wasn't mooning despite the yuuge bback execution.main shareholder took profit sold 5% of the co in three days.but is done for now. What's going to happen as $EDU.AX keeps powerlifting another 10mm+ shs w/ no natural seller https://t.co/tC8hzPTrFO Now we know why $EDU.AX wasn't mooning despite the yuuge bback execution.main shareholder took"  
[X Link](https://x.com/rubicon59/status/1973890415670800776)  2025-10-02T23:18Z 22.1K followers, 78.4K engagements


"What are folks best picks in Singapore right now (No overpriced hotness please.)"  
[X Link](https://x.com/rubicon59/status/1976134419607060923)  2025-10-09T03:55Z 22.2K followers, 39.2K engagements


"IDK why $ILYDA has been neglected by the locals but the same was the case with $NXSN in Israel untill it wasnt"  
[X Link](https://x.com/rubicon59/status/1977096870817300497)  2025-10-11T19:40Z 22.1K followers, 12.3K engagements


"A lot of great businesses at 15-25x next year earnings growing 30%"  
[X Link](https://x.com/rubicon59/status/1992351827640389900)  2025-11-22T21:57Z 21.7K followers, 97.2K engagements


"$DUOL is a fantastic business at better-than-reasonable valuation. But I know your opinion may vary"  
[X Link](https://x.com/rubicon59/status/1998825140772348010)  2025-12-10T18:40Z 22.1K followers, 16K engagements


"SaaS ruble is worth rummaging through"  
[X Link](https://x.com/rubicon59/status/2013324284937052192)  2026-01-19T18:54Z 22.2K followers, 14.7K engagements


"Found l something I like in the SaaS rubble"  
[X Link](https://x.com/rubicon59/status/2013410485811433888)  2026-01-20T00:37Z 21.7K followers, 17.7K engagements


"$APEI at a single-digit fcf multiple and 25% EBITDA growth in the next 4years is one of the best deals I can find right now"  
[X Link](https://x.com/rubicon59/status/2013715199430205471)  2026-01-20T20:48Z 22.2K followers, [----] engagements


"Why is SK Hynix so much cheaper than $MU"  
[X Link](https://x.com/rubicon59/status/2014386435873505339)  2026-01-22T17:15Z 22.2K followers, 21.8K engagements


"I am surprised to see $CSU.TO available at such an attractive price"  
[X Link](https://x.com/rubicon59/status/2014393504915718201)  2026-01-22T17:43Z 22.2K followers, 19.4K engagements


"Mr. Market is not efficient enough to eliminate alpha. $APEI $CSU.TO"  
[X Link](https://x.com/rubicon59/status/2014562221859487886)  2026-01-23T04:53Z 22.1K followers, [----] engagements


"There is nothing simpler than buying a cash-generating compounder at a low multiple and then sitting on your as*. $APEI $CSU.TO"  
[X Link](https://x.com/rubicon59/status/2015272712894361940)  2026-01-25T03:57Z 22.1K followers, 11.1K engagements


"One API [--] markets. $DLO"  
[X Link](https://x.com/rubicon59/status/2016004787356238046)  2026-01-27T04:26Z 22.1K followers, [----] engagements


"Cash flows should scale indefinitely with minimal capex. Declining take rate is a ridiculous red-herring. $DLO"  
[X Link](https://x.com/rubicon59/status/2016043718349094959)  2026-01-27T07:00Z 22.1K followers, [----] engagements


"$INTU spent $7.5b on stock repurchases in the past [--] years - 40% of its FCF - and share count hasn't changed"  
[X Link](https://x.com/rubicon59/status/2016343120796123349)  2026-01-28T02:50Z 22.1K followers, 42.4K engagements


"$GEV reports 78% YOY orders growth while revenue only +6%. Market gives it a nosebleed valuation. :-(. Bodes well for $PSIX which is able to turn order into revenues quickly and still has a bery modest valuation"  
[X Link](https://x.com/rubicon59/status/2016727240017666236)  2026-01-29T04:16Z 22K followers, [----] engagements


"Interesting that SK Hynix is down a bit on blowout earnings. Maybe due to a sharp capex increase"  
[X Link](https://x.com/rubicon59/status/2016873504663359830)  2026-01-29T13:58Z 22K followers, [----] engagements


"Clueless algos selking off $APP & $U on a google demo. Having said that those two arent exactly bargains"  
[X Link](https://x.com/rubicon59/status/2017307056756429023)  2026-01-30T18:40Z 22.1K followers, [----] engagements


"It is nice that the majority of $CSU.TO business is on-premise software - a superior business model to SaaS (IMHO)"  
[X Link](https://x.com/rubicon59/status/2017421434059145567)  2026-01-31T02:15Z 22.1K followers, 11K engagements


"$NVDA MC is just 15% above $GOOG s while its FCF is 50% higher and growing at 50% while Googles is in decline due to capex rise. 🤷♂"  
[X Link](https://x.com/rubicon59/status/2017424456617234906)  2026-01-31T02:27Z 22.1K followers, 34.3K engagements


"Why is it not obvious that AI should be a tailwind for most enterprise software vendors"  
[X Link](https://x.com/rubicon59/status/2017505103373307956)  2026-01-31T07:47Z 22.2K followers, 20.2K engagements


"It seems obvious to me that AI should be huge tailwind for $DUOL. But perhaps higher IQ is required to think otherwise IDK"  
[X Link](https://x.com/rubicon59/status/2017505441828454581)  2026-01-31T07:49Z 22.1K followers, [----] engagements


"Some of the biggest beneficiaries of AI are businesses with proprietary data that includes tight linkage to outcomes. Digital advertising businesses like $Meta & $APP come to mind as well as an online learning business like $DUOL"  
[X Link](https://x.com/rubicon59/status/2017671993915822102)  2026-01-31T18:51Z 22.2K followers, [----] engagements


"Thiel: Spotify at $5b is not a great risk reward. $SPOT now: $105b. Who needs these gurus Jeffrey Epstein was offered "100 million of spotify at [--] b valuation" and asked Peter Thiel for "thoughts" Then asked Thiel for "thoughts" on Thiel's own "Palentir" (sic) which Thiel said he was "bullish" on. Did Epstein own a chunk of Palantir Spotify https://t.co/gYq0tnZu0Y Jeffrey Epstein was offered "100 million of spotify at [--] b valuation" and asked Peter Thiel for "thoughts" Then asked Thiel for "thoughts" on Thiel's own "Palentir" (sic) which Thiel said he was "bullish" on. Did Epstein own a chunk"  
[X Link](https://x.com/rubicon59/status/2018015313410105410)  2026-02-01T17:35Z 22.1K followers, 11.3K engagements


"Someone should tell Luis von Ahn and $DUOL they dont need to be so obsessed with teaching better and hiring all these learning scientists. Maybe they missed it but multiple sources on this app have reported that ChatGPT has already solved education for [--] billion people. https://t.co/k0ZC4jm0tR Someone should tell Luis von Ahn and $DUOL they dont need to be so obsessed with teaching better and hiring all these learning scientists. Maybe they missed it but multiple sources on this app have reported that ChatGPT has already solved education for [--] billion people. https://t.co/k0ZC4jm0tR"  
[X Link](https://x.com/rubicon59/status/2018105712149508437)  2026-02-01T23:34Z 22.1K followers, 13.2K engagements


"$CSU.TO : Look ma no SBC"  
[X Link](https://x.com/rubicon59/status/2018108134234218656)  2026-02-01T23:44Z 22.1K followers, [----] engagements


"$DUOL fools. Dont they know better than hire all these people"  
[X Link](https://x.com/rubicon59/status/2018114071275667546)  2026-02-02T00:07Z 22.1K followers, [----] engagements


"Essentially an early-Berkshre of software (and maybe more) growing 20%+ @ a mid-teens FCF multiple (unusual). $CSU.TO"  
[X Link](https://x.com/rubicon59/status/2018517077372633548)  2026-02-03T02:49Z 22.1K followers, [----] engagements


"On a look-trough basis $CSU.TO is 12x FCF multiple by my estimate vs. much much higher FCF growth. Go figure"  
[X Link](https://x.com/rubicon59/status/2018588822733500897)  2026-02-03T07:34Z 22.1K followers, [----] engagements


"@elibroftw @TidefallCapital I prefer $CSU.TO"  
[X Link](https://x.com/rubicon59/status/2018809871790215279)  2026-02-03T22:12Z 22.1K followers, [---] engagements


"@TidefallCapital I maybe confused if $CSU.V reported cash flow consolidates $TOI. I assumed it did not because only 41% ownership but maybe it does. In any event if it does and you back out 59% of Topicus fcf CSU is at a 13x multiple now"  
[X Link](https://x.com/rubicon59/status/2018811024254890220)  2026-02-03T22:17Z 22.1K followers, [----] engagements


"@TidefallCapital Using $CSU.TO own definition of FCF MC/FCF looks around 17x assnimg 15%growth this year. Decent but not as cheap as I initially thought"  
[X Link](https://x.com/rubicon59/status/2018881772336173434)  2026-02-04T02:58Z 22.1K followers, [---] engagements


"Rather than wait many data centers are now building their own power plants $PSIX Finally they mention reciprocating engines. The first for me. Many data centers claim to use clean energy to power their operations. But in a report we published today we found thats increasingly not true. Instead data centers are using natural gasand doing so in very strange ways. It can now take as long as [--] years to connect a data https://t.co/86C68uT4rR Many data centers claim to use clean energy to power their operations. But in a report we published today we found thats increasingly not true. Instead data"  
[X Link](https://x.com/rubicon59/status/2018883026223235389)  2026-02-04T03:03Z 22.1K followers, [----] engagements


"Folks that understand software business are buying softwares businesses. They just arent paying ridiculous valuations. $CSU.TO $CSU.TO: We're so back https://t.co/SkbAXIR55g $CSU.TO: We're so back https://t.co/SkbAXIR55g"  
[X Link](https://x.com/rubicon59/status/2019119961155990010)  2026-02-04T18:44Z 22.1K followers, 10.5K engagements


"@Z22Holding I like $CSU.TO"  
[X Link](https://x.com/rubicon59/status/2019135636754821397)  2026-02-04T19:47Z 22.1K followers, [---] engagements


"I guess today (and every Wednesday) $CSU.TO is immune from AI disruption"  
[X Link](https://x.com/rubicon59/status/2019155709318033421)  2026-02-04T21:06Z 22.1K followers, [----] engagements


"You dont need to count every molecule to model aggregate behavior. $CSU.TO $CSU Mein Feed ist voll von Constellation Software. Die Argumente immer die selben: Man kann Customized Nischensoftware nie ersetzen. Der Markt liegt falsch. Kaum jemand hat sich wirklich mal das Portfolio von $CSU angeschaut. Position fr Position und abgewogen wie sticky die $CSU Mein Feed ist voll von Constellation Software. Die Argumente immer die selben: Man kann Customized Nischensoftware nie ersetzen. Der Markt liegt falsch. Kaum jemand hat sich wirklich mal das Portfolio von $CSU angeschaut. Position fr Position"  
[X Link](https://x.com/rubicon59/status/2019220620412932365)  2026-02-05T01:24Z 22.1K followers, [----] engagements


"The tech version of Berkshire of yore at a reasonable price. $CSU.TO. Thanks to the wisdom of crowds"  
[X Link](https://x.com/rubicon59/status/2019259603582873772)  2026-02-05T03:59Z 22.1K followers, [----] engagements


"All I see is a typical cash transfer from owners to management and employees. Every day for the next long while I'm going to tear down a new public software company and highlight the AI risks/opportunities around it- products launched to date top startups key quotes from earnings calls etc. Day two HubSpot: Peak share price: $841 (November 12th Every day for the next long while I'm going to tear down a new public software company and highlight the AI risks/opportunities around it- products launched to date top startups key quotes from earnings calls etc. Day two HubSpot: Peak share price:"  
[X Link](https://x.com/rubicon59/status/2019317647549280511)  2026-02-05T07:50Z 22.1K followers, [----] engagements


"@Alex_Intel_ @TBU12345678 Pay with shares"  
[X Link](https://x.com/rubicon59/status/2019565611693814097)  2026-02-06T00:15Z 21.7K followers, [---] engagements


"$TEAM SBC is a fin horror show"  
[X Link](https://x.com/rubicon59/status/2019582532044628153)  2026-02-06T01:22Z 22.2K followers, [----] engagements


"@stockgutter Like anything it depends"  
[X Link](https://x.com/rubicon59/status/2019599866134188147)  2026-02-06T02:31Z 21.7K followers, [---] engagements


"One of the few public software businesses actually run for the shareholders. $CSU.TO Added significantly to our CSU position the past two trading days. Added significantly to our CSU position the past two trading days"  
[X Link](https://x.com/rubicon59/status/2019605674376987051)  2026-02-06T02:54Z 22.2K followers, [----] engagements


"$AMZn isnt guiding enough growth to justify the growth in capex. But things could turn who knows"  
[X Link](https://x.com/rubicon59/status/2019607826453393870)  2026-02-06T03:03Z 22.2K followers, [----] engagements


"The main reason IMHO most of these overpriced SaaS setups buy back stocks is to hide dilution. Or laundering SBC if you will"  
[X Link](https://x.com/rubicon59/status/2019659470507503940)  2026-02-06T06:28Z 22.2K followers, [----] engagements


"Software is a great business but they managed to hijack shareholder value for themselves"  
[X Link](https://x.com/rubicon59/status/2019660315399721423)  2026-02-06T06:31Z 22.1K followers, [----] engagements


"$RDDT at 26x is not in itself cheap but sure looks it in the context of the growth and the super-impressive track record"  
[X Link](https://x.com/rubicon59/status/2020296349158396057)  2026-02-08T00:39Z 22.2K followers, [----] engagements


"@A_Miko_3 @beTochMam Debt"  
[X Link](https://x.com/rubicon59/status/2020300632075428182)  2026-02-08T00:56Z 22.1K followers, [---] engagements


"@grok @johnson46042170 Hallucinating as usual"  
[X Link](https://x.com/rubicon59/status/2020554432359145913)  2026-02-08T17:44Z 22.1K followers, [---] engagements


"As memory "merges" into a single chip package driven by AI $INTC is looking even better. $INTC Intel: Remembering Memory - an article - 👇 Intel has historically navigated complex dynamics within the semiconductor memory market marked by periods of innovation strategic exits and recent re-engagement through partnerships and technological advancements. This https://t.co/IFVmkzIn7M $INTC Intel: Remembering Memory - an article - 👇 Intel has historically navigated complex dynamics within the semiconductor memory market marked by periods of innovation strategic exits and recent re-engagement"  
[X Link](https://x.com/rubicon59/status/2020607888876843399)  2026-02-08T21:17Z 22.2K followers, 16.3K engagements


"For high-SBC companies that dont muddy the waters with backs it is easier to value by adjusting growth by dilution instead of subtracting SBC"  
[X Link](https://x.com/rubicon59/status/2020698767247507854)  2026-02-09T03:18Z 22.2K followers, [----] engagements


"Memory seems to be transforming from a pure commodity to a co-designed part of the AI chip ecosystem. Couple tbat with insatiable reference-driven demand a supply oligopoly way behind capacity at single-digit PEs and things start to look very interesting"  
[X Link](https://x.com/rubicon59/status/2020728292597489946)  2026-02-09T05:15Z 22.2K followers, [----] engagements


"Great results and guidance from $APP as usual"  
[X Link](https://x.com/rubicon59/status/2021698159253340615)  2026-02-11T21:29Z 22.2K followers, [----] engagements


"$APP looks on track to $5.9b FCF this year"  
[X Link](https://x.com/rubicon59/status/2021710156908859799)  2026-02-11T22:17Z 22.2K followers, [----] engagements


"He is clueless. Give it time. $app This asshat is the moron that downgraded $APP to $465. What a https://t.co/FjHCjXKiIq This asshat is the moron that downgraded $APP to $465. What a https://t.co/FjHCjXKiIq"  
[X Link](https://x.com/rubicon59/status/2021721307256426529)  2026-02-11T23:01Z 22.2K followers, [----] engagements


"A piece of history: Germany owes its modern existence twice to the Russian generosity. Once in [----] and again in 1990"  
[X Link](https://x.com/rubicon59/status/2021733491306901703)  2026-02-11T23:50Z 22.2K followers, [----] engagements


"@TiesoInvestor @InvestorCanna They divested games business last year. So to compare YOY revenue growth need to compare ad networks tonad network YOY revenues which is more like +58% guidance"  
[X Link](https://x.com/rubicon59/status/2022040203112955964)  2026-02-12T20:08Z 22.2K followers, [---] engagements


"I've been out of crypto for a while but $BTC "power law" chart is flashing a "buy" FWIW. $iBIT. "  
[X Link](https://x.com/rubicon59/status/2020609701147521309)  2026-02-08T21:24Z 22.2K followers, [----] engagements


"@obviousluck88 If you are trying to mock my tweet $APP MC is $27b and growing fast vs. $U $7.5b; making the acquisition quite realistic. And they showed interest once already because obvious synergies"  
[X Link](https://x.com/rubicon59/status/1795969216924848190)  2024-05-30T00:03Z 22.2K followers, [---] engagements


"Just for kicks. Some valuation and growth comps among $MRVL $AMD $NVDA and $AVGO. One of them is not like the other"  
[X Link](https://x.com/anyuser/status/1961641602230968513)  2025-08-30T04:06Z 22.2K followers, 17.8K engagements


"The US Energy Secretary practically names $PSIX as the beneficiary of the AI boom at min 2:31 . 😱😱 Chris Wright says the AI boom is fueling electricity demand the first real growth in years. Reshoring manufacturing and energy exports also drive demand. He explains the U.S. must add [---] gigawatts of new firm capacity in five years reversing a planned [--] gigawatt reduction. https://t.co/H2CLAmx1AD Chris Wright says the AI boom is fueling electricity demand the first real growth in years. Reshoring manufacturing and energy exports also drive demand. He explains the U.S. must add [---] gigawatts"  
[X Link](https://x.com/anyuser/status/1971810778954322381)  2025-09-27T05:34Z 22.2K followers, 40.4K engagements


"$ILYDA.AT looks like a very promising Greek enterprise software company at a very attractive valuation. Has all the vibes of $EPSIL.AT of yore. Bang Bang Bang $ILYDA.AT Deep Dive 💥 My best Piece so far Enjoy Link in the Bio Dont forget to follow https://t.co/7yQvftXY0p Bang Bang Bang $ILYDA.AT Deep Dive 💥 My best Piece so far Enjoy Link in the Bio Dont forget to follow https://t.co/7yQvftXY0p"  
[X Link](https://x.com/anyuser/status/1975712824216461732)  2025-10-08T00:00Z 22.2K followers, 58.9K engagements


"$INTC has a huge financial leverage on the 18A utilization. $INTC is executing the greatest turnaround in semiconductor history. Intel 18A is on track foundry partnerships are ramping and the U.S. government is backing them with billions in CHIPS Act funding. The sleeping giant is waking up. $INTC is executing the greatest turnaround in semiconductor history. Intel 18A is on track foundry partnerships are ramping and the U.S. government is backing them with billions in CHIPS Act funding. The sleeping giant is waking up"  
[X Link](https://x.com/anyuser/status/1975760536219656530)  2025-10-08T03:09Z 22.2K followers, 14.4K engagements


"Aristotle was right. A democracy is not an inherently superior form of government"  
[X Link](https://x.com/anyuser/status/1986139425651425438)  2025-11-05T18:31Z 22.2K followers, 10.7K engagements


"Just buy more off-the-grid gensets. $PSIX Elon Musk - We are seeing the rate of chip production increase exponentially but the rate electricity bought online is 3-4 percent max. Its clear very soon maybe later this year we will be producing more chips than we can turn on except for China https://t.co/OuhYJdRXTc Elon Musk - We are seeing the rate of chip production increase exponentially but the rate electricity bought online is 3-4 percent max. Its clear very soon maybe later this year we will be producing more chips than we can turn on except for China https://t.co/OuhYJdRXTc"  
[X Link](https://x.com/rubicon59/status/2014382426030747935)  2026-01-22T16:59Z 22.2K followers, [----] engagements


"Turkish software that was never ridiculously overpriced seems magically immune to AI disruption as well. Go figure"  
[X Link](https://x.com/rubicon59/status/2018024709707948074)  2026-02-01T18:12Z 22.2K followers, [----] engagements


"$RDDT sure delivered monster results"  
[X Link](https://x.com/rubicon59/status/2019613200577368350)  2026-02-06T03:24Z 22.2K followers, 28.5K engagements


"$RDDT seems very attractive here at 26x FCF and 54% & 91% revenue & cash earnings growth. $RDDT sure delivered monster results. $RDDT sure delivered monster results"  
[X Link](https://x.com/rubicon59/status/2019915871486103857)  2026-02-06T23:27Z 22.2K followers, 25K engagements


"A wild thought. Memory semis capex may ROI much higher than hyperscaler AI capex"  
[X Link](https://x.com/rubicon59/status/2020299098180759621)  2026-02-08T00:50Z 22.2K followers, 149.4K engagements


"Listened to a conference call of the new $CSU.TO CEO. He's got all the charisma of a dead fish. Oh well"  
[X Link](https://x.com/rubicon59/status/2020389886549979624)  2026-02-08T06:51Z 22.2K followers, 19.2K engagements


"I didnt know but $INTC has some superior-looking Z-Angle memory tech that may put the current HBM to shame. Will take a couple of years but timing seems perfect"  
[X Link](https://x.com/rubicon59/status/2020730231473258796)  2026-02-09T05:23Z 22.2K followers, 35.7K engagements


"Good for alternative high-performance channels like $APP and $RDDT riff #2: winter is coming for SMB SaaS tl;dr people are focused on the technical reasons why AI might kill SaaS but AI is already choking SMB-focused SaaS vendors by cratering ROI in traditional top of funnel advertising. 1/6 a thread on how AI is making it harder for riff #2: winter is coming for SMB SaaS tl;dr people are focused on the technical reasons why AI might kill SaaS but AI is already choking SMB-focused SaaS vendors by cratering ROI in traditional top of funnel advertising. 1/6 a thread on how AI is making it"  
[X Link](https://x.com/rubicon59/status/2021944832156205373)  2026-02-12T13:49Z 22.2K followers, [----] engagements


"@titsntrades That $App is a pure-play AI. Like Meta but far better"  
[X Link](https://x.com/rubicon59/status/2022183733047218249)  2026-02-13T05:39Z 22.2K followers, [---] engagements


"@forwardshortleg Meta does not dominate the space $APP dominates"  
[X Link](https://x.com/rubicon59/status/2022716177600909684)  2026-02-14T16:54Z 22.2K followers, [---] engagements


"Lower is better. Current software EV/FCF multiples. (chart via Goldman Sachs) https://t.co/n0NmGDf74Y Current software EV/FCF multiples. (chart via Goldman Sachs) https://t.co/n0NmGDf74Y"  
[X Link](https://x.com/rubicon59/status/2017044233006506215)  2026-01-30T01:16Z 22.2K followers, [----] engagements


"Why is Samsung Electronics not growing as fast as SK Hynix"  
[X Link](https://x.com/rubicon59/status/2020362787885830488)  2026-02-08T05:03Z 22.2K followers, 13.4K engagements


"Unlike $META $APP also remains capex-light"  
[X Link](https://x.com/rubicon59/status/2022701230842351980)  2026-02-14T15:55Z 22.2K followers, [----] engagements


"@evrgn11112231 Meta can no longer do that in any practical sense. The CEO explained in detain on the conference call and it makes sense"  
[X Link](https://x.com/rubicon59/status/2022792938477228439)  2026-02-14T21:59Z 22.2K followers, [---] engagements


"@policias1105 Results will speak for themselves. $APP Q3 maybe a slow quarter of +60% growth because ecommerce held back but in Q4 - takeoff"  
[X Link](https://x.com/rubicon59/status/1971724676033597509)  2025-09-26T23:52Z 21K followers, [---] engagements


"While that $APP discount is long gone a new Axon/AI era begins on Oct [--] as the giant-TAM e-commers ad business is opened to half throttle. All-knowing https://t.co/9tbripx3zM keeps offering a discount on $APP All-knowing https://t.co/9tbripx3zM keeps offering a discount on $APP"  
[X Link](https://x.com/rubicon59/status/1971730432346804474)  2025-09-27T00:15Z 21K followers, 15.4K engagements


"Like I said that magic combo of a little imagination + napkin math seems unattainsble for most. But too late when obvious. $INTC @rubicon59 @Loves2Splooge23 That intel is long gone. TSMC has a record of unprecedented excellence and still run circles around Intel. TSMC has uncontested unconditional and unquestioned leadership. Intel foundary has no hopes of actually surpassing TSMC. Btw Intel 18A is 3nm. Intel 14A is 2nm. @rubicon59 @Loves2Splooge23 That intel is long gone. TSMC has a record of unprecedented excellence and still run circles around Intel. TSMC has uncontested unconditional and"  
[X Link](https://x.com/rubicon59/status/1971736120666083803)  2025-09-27T00:38Z 21K followers, [----] engagements


"This is how $INTC fabs will get filled & suddenly profits and growth. + $TSM gets its comeuppance. NY Times confirming the WSJ report about Semiconductor tariffs. Lutnick told semiconductor executives last week about buying domestic chips to offset the tariffs on foreign chips $INTC https://t.co/Pvj76dSKWQ https://t.co/WFBS97Unsb NY Times confirming the WSJ report about Semiconductor tariffs. Lutnick told semiconductor executives last week about buying domestic chips to offset the tariffs on foreign chips $INTC https://t.co/Pvj76dSKWQ https://t.co/WFBS97Unsb"  
[X Link](https://x.com/rubicon59/status/1971773708613423438)  2025-09-27T03:07Z 21K followers, 13.8K engagements


"A well-articulated plan. The US after decades if incompetence has no choice. But it still takes a competent Gov team to carry it out. $INTC is well positioned here at a fraction of valuation if success. Since this post we have news that the US Govt will mandate US chip manufacturing . this article explains what the US govt is proposing and what it means for investment. This is very positive news for $INTC👇 https://t.co/lfn0jHcb6k Since this post we have news that the US Govt will mandate US chip manufacturing . this article explains what the US govt is proposing and what it means for"  
[X Link](https://x.com/rubicon59/status/1972034197180276842)  2025-09-27T20:22Z 20.9K followers, [--] engagements


"@ min [--]. Lutnick (I am paraphrasing): 40% on-shore chips share up from 2% now by [----]. Taiwan will be forced to cooperate (remember that held up $400b arms deal). Will cost $500b but must be done for US national security. @bungarsargon https://t.co/EStGdg3Yuo @bungarsargon https://t.co/EStGdg3Yuo"  
[X Link](https://x.com/rubicon59/status/1972082641907360048)  2025-09-27T23:35Z 20.9K followers, 11.1K engagements


"@Alex_Intel_ @bungarsargon But this is mainly about forcing TSM to onshore to the US not supporting Intel :-("  
[X Link](https://x.com/rubicon59/status/1972083563186298938)  2025-09-27T23:38Z 20.9K followers, [---] engagements


"@bubblebabyboi Why Arnt they gaining share vs Intel And threatten to expand in AI inference"  
[X Link](https://x.com/rubicon59/status/1972510568411168885)  2025-09-29T03:55Z 20.9K followers, [----] engagements


"@benitoz @bubblebabyboi But all are paying lip service to $AMD"  
[X Link](https://x.com/rubicon59/status/1972519014384783650)  2025-09-29T04:29Z 20.9K followers, [---] engagements


"$NVDA the most attractive name in our space. We move our price target to $240." Barclays buy thesis on $NVDA: "When tracking AI capacity additions over the LTM AI TAMs don't seem so outlandish anymore and NVDA looks like the most interesting name in our group. When Jensen first forecast a $1T industry by the end of the decade we admittedly balked. With Barclays buy thesis on $NVDA: "When tracking AI capacity additions over the LTM AI TAMs don't seem so outlandish anymore and NVDA looks like the most interesting name in our group. When Jensen first forecast a $1T industry by the end of the"  
[X Link](https://x.com/rubicon59/status/1972636480746221685)  2025-09-29T12:16Z 21K followers, [----] engagements


"Butbut mah tariffs Fortune suggests the US economy could pump out a [--] handle on GDP 👀 https://t.co/gSkWRt6npp Fortune suggests the US economy could pump out a [--] handle on GDP 👀 https://t.co/gSkWRt6npp"  
[X Link](https://x.com/rubicon59/status/1972637911616241696)  2025-09-29T12:21Z 20.9K followers, [----] engagements


"@Alex_Intel_ Makes you wonder about that military aid. Hard to believe how the US ended up in such position. Tariffs on chips cant come soon enough"  
[X Link](https://x.com/rubicon59/status/1972711840389177812)  2025-09-29T17:15Z 20.9K followers, [---] engagements


"@Mangan150 If not LDL what do u think are the major CVD contributors"  
[X Link](https://x.com/rubicon59/status/1972737352696312218)  2025-09-29T18:56Z 21.1K followers, [----] engagements


"Then how does $AMD sell any AI chips And will they NVIDIA $NVDA CEO JENSEN HUANG SAYS THAT IF NVIDIAS COMPETITORS GAVE OUT THEIR CHIPS FOR FREE NVIDIA WOULD STILL BE THE BETTER OPTION. HOLY BULLISH. 🤯 https://t.co/yro78lk8Zk NVIDIA $NVDA CEO JENSEN HUANG SAYS THAT IF NVIDIAS COMPETITORS GAVE OUT THEIR CHIPS FOR FREE NVIDIA WOULD STILL BE THE BETTER OPTION. HOLY BULLISH. 🤯 https://t.co/yro78lk8Zk"  
[X Link](https://x.com/rubicon59/status/1972749866465169593)  2025-09-29T19:46Z 21K followers, 10.2K engagements


"$INTC has a huge upward margin leverage on the 18A fab getting filled out by just its own products on top of opex having been cut by LBT. Plus the silly-high build-ahead Gelsinger capex has been trimmed dramatically. Give a few quarters and financials may suddenly surprise"  
[X Link](https://x.com/rubicon59/status/1972759075126697993)  2025-09-29T20:23Z 20.9K followers, [----] engagements


"We are still early on the future of $APP business. @astridwilde1 thanks @astridwilde1 - you @Nietschecapital and @rubicon59 were early accounts that helped me get conviction on $APP. I still have 97% of my full position of AppLovin shares 🤑. I'll post my performance #'s closer to YE but I will be holding in [----] @astridwilde1 thanks @astridwilde1 - you @Nietschecapital and @rubicon59 were early accounts that helped me get conviction on $APP. I still have 97% of my full position of AppLovin shares 🤑. I'll post my performance #'s closer to YE but I will be holding in 2026"  
[X Link](https://x.com/rubicon59/status/1972783024602579102)  2025-09-29T21:58Z 21.1K followers, 10.7K engagements


"@revgalerivs @YoungRymob The Treasury and FHFA can ammend anything between themselves as they always have"  
[X Link](https://x.com/rubicon59/status/1973071207516840377)  2025-09-30T17:03Z 20.9K followers, [----] engagements


"Time limited use of back up generators. $PSIX This is the tech giants coming forward with voluntary demand response plans 👀 Heat map: Under their plan the PJM Interconnection would allow large power users to volunteer for time-limited periods of reducing electricity demand when the grid is stressed. The proposal also This is the tech giants coming forward with voluntary demand response plans 👀 Heat map: Under their plan the PJM Interconnection would allow large power users to volunteer for time-limited periods of reducing electricity demand when the grid is stressed. The proposal also"  
[X Link](https://x.com/rubicon59/status/1973076226748129695)  2025-09-30T17:23Z 21.2K followers, 11.6K engagements


"@ValueInvest2020 @LTVresearch $SEK is just a giant cash burner"  
[X Link](https://x.com/rubicon59/status/1973135067657675206)  2025-09-30T21:17Z 20.9K followers, [---] engagements


"$APP [--]. Test iterate rinse and repeat. This is a wicked smart algorithm. Feed it as much as you can. Its creative hungry like Meta but the fatigue is not even close. ONE creative of ours has generated over a million dollars of revenue and its still running eight months later. [--]. Test iterate rinse and repeat. This is a wicked smart algorithm. Feed it as much as you can. Its creative hungry like Meta but the fatigue is not even close. ONE creative of ours has generated over a million dollars of revenue and its still running eight months later"  
[X Link](https://x.com/rubicon59/status/1973172960212164823)  2025-09-30T23:47Z 21.1K followers, [----] engagements


"$APP today is crossing the event horizon of a new massive revenue stream. Today we're launching Axon our rebranded advertising platform now available on a referral basis. Same engine that powered mobile gaming growth now built for every business. Read Adam's blog on why we built it and where we're headed next: https://t.co/7hrW9dodB0 https://t.co/0smTZlZyKK Today we're launching Axon our rebranded advertising platform now available on a referral basis. Same engine that powered mobile gaming growth now built for every business. Read Adam's blog on why we built it and where we're headed next:"  
[X Link](https://x.com/rubicon59/status/1973430727246225470)  2025-10-01T16:52Z 21.1K followers, [----] engagements


"$INTC +5.5% on rumors that maybe further along than thought on signing foundry customers customers; perhaps even $AMD 👀"  
[X Link](https://x.com/rubicon59/status/1973459692069466265)  2025-10-01T18:47Z 20.9K followers, [----] engagements


"A new $APP era has begun. IMO the market STILL undervalues $APP AXON. It's a high-margin capital-light business that benefits from immense network effects. The more companies that join the more valuable the platform becomes for everyone. https://t.co/Ki8AzDfHmU IMO the market STILL undervalues $APP AXON. It's a high-margin capital-light business that benefits from immense network effects. The more companies that join the more valuable the platform becomes for everyone. https://t.co/Ki8AzDfHmU"  
[X Link](https://x.com/rubicon59/status/1973462876888375387)  2025-10-01T18:59Z 21.1K followers, [----] engagements


"The Arctic ice cap is +10% vs. [--] years ago. Not as fast growing as Nasdaq but sure beats FDIC-insured returns. [--] years ago: At his Nobel Peace Prize speech in December [----] Al Gore warns the Arctic could be ice free as soon as [----]. Reality: The Arctic ice cap had [------] square kilometers of ice more in September [----] than when Al Gore made this call in [----]. https://t.co/xB6dYBsjN5 [--] years ago: At his Nobel Peace Prize speech in December [----] Al Gore warns the Arctic could be ice free as soon as [----]. Reality: The Arctic ice cap had [------] square kilometers of ice more in September 2025"  
[X Link](https://x.com/rubicon59/status/1973523776345350508)  2025-10-01T23:01Z 20.9K followers, [----] engagements


"Estimates vary but there are 3.75-5.24 billion mobile gaming DAUs globally vs. 1b now served by $APP. Even san China lots of room to expand supply. And then of course there is non-gaming supply. For those new to $APP who want to understand why revenue growth for [----] [----] is going to be significantly higher than conventional wisdom please see this chart On Oct 1st AppLovin opened their self-serve AI-based ad engine Axon Ads Manager on a referral basis to new https://t.co/ncW1Q5gOra For those new to $APP who want to understand why revenue growth for [----] [----] is going to be significantly"  
[X Link](https://x.com/rubicon59/status/1973533927706103820)  2025-10-01T23:42Z 21.1K followers, [----] engagements


"Having said that $APP current gaming supply even as it stands now is not a constraint to hyper-growth"  
[X Link](https://x.com/rubicon59/status/1973535064874209738)  2025-10-01T23:46Z 21K followers, [----] engagements


"$APP. Now e-commerce like $META and #TikTok The results brands are seeing are crazy: - 80% of conversions happen within [--] hours of ad click - Brands are seeing consistent returns after the learning phase - Some brands report AppLovin becoming their #1 or #2 traffic source within [--] days This is what you need to get The results brands are seeing are crazy: - 80% of conversions happen within [--] hours of ad click - Brands are seeing consistent returns after the learning phase - Some brands report AppLovin becoming their #1 or #2 traffic source within [--] days This is what you need to get"  
[X Link](https://x.com/rubicon59/status/1973566245443420187)  2025-10-02T01:50Z 21.1K followers, [----] engagements


"Gonna be short of compute and power for the foreseable future. $NVDA $PSIX + I predict OpenAI is going to have to limit Sora invite growth soon. It's only a matter of time before it soaks up all the GPU capacity in the world. I predict OpenAI is going to have to limit Sora invite growth soon. It's only a matter of time before it soaks up all the GPU capacity in the world"  
[X Link](https://x.com/rubicon59/status/1973630214413623721)  2025-10-02T06:04Z 21.2K followers, [----] engagements


"While not as severe it is not too dissimilar for backup gensets. In the US I am guessing $PSIX is one of the few that can fulfill orders timely and because also small benefits disproportionately. GAS TURBINE SHORTAGE RISKS NEW ENERGY CRUNCH 🚨⚡ Orders for turbines for natural gas power plants are vastly outpacing supply threatening the worlds ability to keep pace with rising electricity demand 🧵 Thread on how we got here and what it means for power-hungry nations https://t.co/RA0mZxG70l GAS TURBINE SHORTAGE RISKS NEW ENERGY CRUNCH 🚨⚡ Orders for turbines for natural gas power plants are"  
[X Link](https://x.com/rubicon59/status/1973739743641993472)  2025-10-02T13:19Z 21.2K followers, 15.2K engagements


"As an aside among the four big gas turbine suppliers (GE Vernova Siemens Energy Mitsubishi Heavy and Rolls) #RR. actually looks somewhat interesting"  
[X Link](https://x.com/rubicon59/status/1973742526944403535)  2025-10-02T13:31Z 21.2K followers, [----] engagements


"At this rate the Mag7s are starting to look more and more like AT&T and Verizon"  
[X Link](https://x.com/rubicon59/status/1973902339217268782)  2025-10-03T00:06Z 21.2K followers, 11.6K engagements


"Well the GDP has to be driven by something. Doesnt productivity-enhancing AI capex beat consumer spending or Gov. stimulus checks This is alarming Almost 40% of the US real GDP growth last quarter was driven by tech capex. Bulk of the capex was AI-related investments. Aggregate capex cant keep climbing like this in the absence of real profits derived from AI investments. If this doesnt happen soon https://t.co/8hmWvxQBat This is alarming Almost 40% of the US real GDP growth last quarter was driven by tech capex. Bulk of the capex was AI-related investments. Aggregate capex cant keep climbing"  
[X Link](https://x.com/rubicon59/status/1974142675436908626)  2025-10-03T16:01Z 21K followers, [----] engagements


"@Hauge319 Well many still remember 1930s 🤷♂"  
[X Link](https://x.com/rubicon59/status/1974147698325664025)  2025-10-03T16:21Z 21K followers, [----] engagements


"When those 100% chip tariffs finally hit the fabless Mag4 (or 5) will stampede to $INTC Rumored that $INTC is in talks with $AMD to build chips for us -Im not a fan of teaming up with the opps feels like theyre having a serious comeback with all those deals -Lets hope we get a fair deal and this is a mutual benefit thing Rumored that $INTC is in talks with $AMD to build chips for us -Im not a fan of teaming up with the opps feels like theyre having a serious comeback with all those deals -Lets hope we get a fair deal and this is a mutual benefit thing"  
[X Link](https://x.com/rubicon59/status/1974158082721907055)  2025-10-03T17:02Z 21.2K followers, [----] engagements


"In theory should use to pay down Gov deficit. In practice best to distribute to the US citizens directly. Trump Reiterates Potential Tariff Dividends Of $1000$2000 To Americans Trump Reiterates Potential Tariff Dividends Of $1000$2000 To Americans"  
[X Link](https://x.com/rubicon59/status/1974158842083880983)  2025-10-03T17:05Z 21K followers, [----] engagements


"$PSIX Power Systems revenue growth in the past [--] years. Note the acceleration every year and especially FY25"  
[X Link](https://x.com/rubicon59/status/1974205850521858245)  2025-10-03T20:12Z 21.2K followers, [----] engagements


"@MCorleCapital They earned $30m in Q2 adjusted for one-time items. That annualizes to $120m"  
[X Link](https://x.com/rubicon59/status/1974208174627701064)  2025-10-03T20:21Z 21K followers, [---] engagements


"@MCorleCapital I don't have the eps handy but Q2 earnings had some one-time items. My notes say earned $30m san those"  
[X Link](https://x.com/rubicon59/status/1974209139388584424)  2025-10-03T20:25Z 21K followers, [---] engagements


"I got to believe that as with the early Google there are massive revenue streams yet to be turned on for OpenAI and the ilk. Sam Altman: "Most of the world they're still just using ChatGPT. And yet we now have systems that are as smart as our smartest humans and beating them in our hardest intellectual competitions. There's this huge overhang of what we have vs. what the world is using and how Sam Altman: "Most of the world they're still just using ChatGPT. And yet we now have systems that are as smart as our smartest humans and beating them in our hardest intellectual competitions. There's"  
[X Link](https://x.com/rubicon59/status/1974288970629750831)  2025-10-04T01:42Z 21K followers, [----] engagements


"Quiz: What would be the deal size if OpenAI was offered the entire $AMD for free and not just 10% for free"  
[X Link](https://x.com/rubicon59/status/1975197698203746512)  2025-10-06T13:53Z 21.1K followers, [----] engagements


"So $NVDA $AMD and $ORCL (who else) collectively have hundreds of billions of IOUs from OpenAI But will OpenAI have the cash or will they pay in stock"  
[X Link](https://x.com/rubicon59/status/1975204956878852365)  2025-10-06T14:22Z 21.2K followers, [----] engagements


"While $NVDA made an investment $AMd gave away 10% of the company"  
[X Link](https://x.com/rubicon59/status/1975218396037062969)  2025-10-06T15:15Z 21.1K followers, 15.4K engagements


"Jensen said that $NVDA TOC is so low that better than competitors for free. But is it better than free + 10% equity"  
[X Link](https://x.com/rubicon59/status/1975243327114187045)  2025-10-06T16:54Z 21.1K followers, [----] engagements


"Why wouldnt $NVDA offer 1% free equityto its customers"  
[X Link](https://x.com/rubicon59/status/1975243650281148566)  2025-10-06T16:55Z 21.1K followers, [----] engagements


"The official $AMD - OpenAI meeting transcript Sam Altman: GPUs I need more GPUs Lisa Su: You know were not Nvidia right Sam: Yeah but Jensen wont text me back. Lisa: Buy [--] GW worth and Ill give you 10% of AMD stocks. Sam: So I pay you then you pay me Lisa: Welcome to [----] economics. Sam: Deal. Sam Altman: GPUs I need more GPUs Lisa Su: You know were not Nvidia right Sam: Yeah but Jensen wont text me back. Lisa: Buy [--] GW worth and Ill give you 10% of AMD stocks. Sam: So I pay you then you pay me Lisa: Welcome to [----] economics. Sam: Deal"  
[X Link](https://x.com/rubicon59/status/1975277259637641666)  2025-10-06T19:09Z 21.1K followers, [----] engagements


"$APP Than was a nasty surprise if true"  
[X Link](https://x.com/rubicon59/status/1975298305795207652)  2025-10-06T20:33Z 21.2K followers, 12K engagements


"What ultimately matters is who will have the lowest TCO at the datacenter level. Will it be $NVDA $AMD or a hypothetical OpenAI ASIC"  
[X Link](https://x.com/rubicon59/status/1975452999582650855)  2025-10-07T06:47Z 21.1K followers, [----] engagements


"@reunion87 Nvidia bought $100m of OpenAI equity"  
[X Link](https://x.com/rubicon59/status/1975537518973198694)  2025-10-07T12:23Z 21.1K followers, [---] engagements


"OpenAI OpenAI has now locked in roughly $1 trillion worth of computing deals this year with $NVDA $AMD $ORCL and $CRWV covering more than [--] gigawatts of AI capacity over the next decade. For context thats about the output of [--] nuclear reactors. Each 1GW of AI compute build-out https://t.co/oUDAhNi4af OpenAI has now locked in roughly $1 trillion worth of computing deals this year with $NVDA $AMD $ORCL and $CRWV covering more than [--] gigawatts of AI capacity over the next decade. For context thats about the output of [--] nuclear reactors. Each 1GW of AI compute build-out https://t.co/oUDAhNi4af"  
[X Link](https://x.com/rubicon59/status/1975713250319999160)  2025-10-08T00:02Z 21K followers, [----] engagements


"@meng59739449 But how does it stack up vs TSMC's current 2nm node now in risk-production"  
[X Link](https://x.com/rubicon59/status/1975713899887632815)  2025-10-08T00:04Z 21.2K followers, [---] engagements


"The $ORCL AI FUD is the new Deepseek AI FUD. Makes you wonder if this all comes from the same source and why (I have some guesses.) TIL AI infrastructure biz has lower gross margins than software and margins are bad when GPUs are getting installed and not yet generating customer revenue. This is all so idiotic. TIL AI infrastructure biz has lower gross margins than software and margins are bad when GPUs are getting installed and not yet generating customer revenue. This is all so idiotic"  
[X Link](https://x.com/rubicon59/status/1975717298569871443)  2025-10-08T00:18Z 21.2K followers, [----] engagements


"Whats next $AMD giving xAI 10% equity to use AMD chips To clarify the Nvidia/xAI deal announced today: - Nvidia is NOT getting equity in xAI. - Nvidia is investing in a special purpose vehicle (SPV) formed by xAI which will purchase GPUs from NVIDIA and rent them to xAI. - Nvidia gets $2B in equity in the SPV out of $7.5B total. https://t.co/PYW4gP0jkl To clarify the Nvidia/xAI deal announced today: - Nvidia is NOT getting equity in xAI. - Nvidia is investing in a special purpose vehicle (SPV) formed by xAI which will purchase GPUs from NVIDIA and rent them to xAI. - Nvidia gets $2B in equity"  
[X Link](https://x.com/rubicon59/status/1975745604866175424)  2025-10-08T02:10Z 21.1K followers, [----] engagements


"How many times can $AMD give away 10% equity I guess an infinite number as long as the valuation rockets each time they do"  
[X Link](https://x.com/rubicon59/status/1975751226848358523)  2025-10-08T02:32Z 21.1K followers, [----] engagements


"@Jukanlosreve The Fed & the Congress have been humbled twice over"  
[X Link](https://x.com/rubicon59/status/1975804246307315731)  2025-10-08T06:03Z 21.1K followers, [----] engagements


"The cheapest AI chip bear out there that is also in hypergrowth. $MRVL GenAI workloads place very different demands on infrastructure. GPUs can handle them all but at hyperscaler scale it often pays to tune the hardware to each workloads shape. Thats where $MRVL's custom AI silicon comes in. https://t.co/DmFMzo4dC7 GenAI workloads place very different demands on infrastructure. GPUs can handle them all but at hyperscaler scale it often pays to tune the hardware to each workloads shape. Thats where $MRVL's custom AI silicon comes in. https://t.co/DmFMzo4dC7"  
[X Link](https://x.com/rubicon59/status/1975949724009341278)  2025-10-08T15:41Z 21.2K followers, [----] engagements


"Using both and ChatGPT seems substantially smarter than Grok"  
[X Link](https://x.com/rubicon59/status/1975989815062757764)  2025-10-08T18:20Z 21.1K followers, [----] engagements


"An interesting contra take on the $AMD - OpenAI deal. We shall see which way it goes I suppose. Get your money out of AMD while you still can. Many of you have piled into the stock after it already gapped up 30%. You are in a world of pain once everyone sobers up. Empty promises dont make money. Here are the cold HARD facts. 1) AMD has to hit $600 for OpenAI to get Get your money out of AMD while you still can. Many of you have piled into the stock after it already gapped up 30%. You are in a world of pain once everyone sobers up. Empty promises dont make money. Here are the cold HARD facts."  
[X Link](https://x.com/rubicon59/status/1976133296334815249)  2025-10-09T03:51Z 21.1K followers, [----] engagements


"@KryptoBull2025 I like $DLO better"  
[X Link](https://x.com/rubicon59/status/1976180093308575881)  2025-10-09T06:57Z 21.2K followers, [---] engagements


"Silly that Mr. Market bids up $DLO +5.5% on some kind of US-Argentina deal because the thesis is not country-specific"  
[X Link](https://x.com/rubicon59/status/1976410499245015299)  2025-10-09T22:12Z 21.2K followers, [----] engagements


"$INTC Intel"  
[X Link](https://x.com/rubicon59/status/1976740003809218689)  2025-10-10T20:01Z 21.2K followers, [----] engagements


"@PGelsinger should get all the 18A credit though he overspent $$ Intel did not have. But with more-fiscally-responsible LBT at the helm $INTC is in capable hands"  
[X Link](https://x.com/rubicon59/status/1977457498035749028)  2025-10-12T19:33Z 21.2K followers, [----] engagements


"My semi-informed read: essantially a chiplet architecture implemented at the process level. Expect AI performance leap from Intel or whoever moves from TSMC to intel latest nodes. @rubicon59 Interesting https://t.co/xFyx05jn8o @rubicon59 Interesting https://t.co/xFyx05jn8o"  
[X Link](https://x.com/rubicon59/status/1977466806366515614)  2025-10-12T20:10Z 21.2K followers, [----] engagements


"@oddballstocks Agree. I don't see many decent net-nets either. The ones whose business ia not going down tubes. Not on US"  
[X Link](https://x.com/rubicon59/status/202761894967259136)  2012-05-16T14:06Z 14.9K followers, [--] engagements


"$AIG now 4x more equity yet 20% lower Market Cap vs. 1998-low. Does this mean anything"  
[X Link](https://x.com/rubicon59/status/299234753083736064)  2013-02-06T19:14Z 11.6K followers, [--] engagements


"$EVBS now at $7/share & well capitalized announces a huge capital raise (=Market Cap) @ $4.5/share. WTF Does anyone understands this"  
[X Link](https://x.com/rubicon59/status/316761009257869312)  2013-03-27T03:58Z 11.6K followers, [--] engagements


"$HIG at 0.75x tangible book and 5x core earning power. P&C is on the up cycle"  
[X Link](https://x.com/rubicon59/status/334453596546560000)  2013-05-14T23:42Z 11.7K followers, [--] engagements


"Does $DFS really deserve such deep discount vs American Express or even MasterCard/Visa"  
[X Link](https://x.com/rubicon59/status/359496357133815810)  2013-07-23T02:13Z 11.6K followers, [--] engagements


"$GNW is #1 holding of Bill Miller's Opportunity Fund. $HIG #10. Don't see $AIG"  
[X Link](https://x.com/rubicon59/status/364830164183547905)  2013-08-06T19:27Z 11.6K followers, [--] engagements


"There is a stock with a symbol $FU and the business is in China"  
[X Link](https://x.com/rubicon59/status/385516247049195520)  2013-10-02T21:26Z 11.6K followers, [--] engagements


"Unfortunately $AIG's mobile earnings were still zero :-(("  
[X Link](https://x.com/rubicon59/status/396056380630511617)  2013-10-31T23:29Z 11.6K followers, [--] engagements


"$DXM market cap now @ 3% of its net debt - a speculators dream. (FCF dropped by 3x YOY excluding WC items). How are the bonds trading"  
[X Link](https://x.com/rubicon59/status/397839021054767104)  2013-11-05T21:33Z 11.6K followers, [--] engagements


"How many solid insurance companies still available at 25% off tangible book $AIG"  
[X Link](https://x.com/rubicon59/status/400323139076235264)  2013-11-12T18:04Z 11.6K followers, [--] engagements


"O&G companies seems invented a new extraction method to replace waterflooding. Pump cash directly into wells to improve recovery. $XCO $CHK"  
[X Link](https://x.com/rubicon59/status/424296671644618752)  2014-01-17T21:46Z 11.6K followers, [--] engagements


"At a quick glance $C $GNW $MTG$RDN still look seriously cheap vs. what could be when return to normal.any reason to suspect they won't"  
[X Link](https://x.com/rubicon59/status/425359248139104256)  2014-01-20T20:08Z 11.6K followers, [--] engagements


"Quite a muted AH response yo $HIG's decent earnings/outlook & a $2b share buyback plan"  
[X Link](https://x.com/rubicon59/status/430459260212752385)  2014-02-03T21:54Z 11.6K followers, [--] engagements


"$GME is at 7x trailing FCF and (dinosaur-status notwithstanding) guiding to a double-digit sales & earnings growth"  
[X Link](https://x.com/rubicon59/status/464611829755699200)  2014-05-09T03:44Z 11.6K followers, [--] engagements


"NYSE is delisting $FU Who would have guessed just from the stock acronym"  
[X Link](https://x.com/rubicon59/status/466779811432509440)  2014-05-15T03:19Z 11.6K followers, [--] engagements


"@rubicon59 $CTSH"  
[X Link](https://x.com/rubicon59/status/494663535947812864)  2014-07-31T01:59Z 14.5K followers, [--] engagements


"My Indonesian stocks are on fire"  
[X Link](https://x.com/rubicon59/status/507945715998261248)  2014-09-05T17:37Z 11.6K followers, [--] engagements


""You don't want to buy a dollar bill that's sitting for 50c. You want a dollar bill that's going to compound at 12% for a long time.""  
[X Link](https://x.com/rubicon59/status/511998183694540800)  2014-09-16T22:00Z 11.7K followers, [--] engagements


"Stocks whose underlying business has a record of consistently burning cash + heavy in debt have no bottom. (do folks understand that)"  
[X Link](https://x.com/rubicon59/status/522444752818421760)  2014-10-15T17:51Z 11.6K followers, [--] engagements


"Single biggest one-day stock market drop in #Greece in at least [--] years"  
[X Link](https://x.com/rubicon59/status/542369316294127617)  2014-12-09T17:24Z 11.6K followers, [--] engagements


"What kind of silly gambling does one have to be involved in if a 25% drop/gain in currency would wipe you out $chf"  
[X Link](https://x.com/rubicon59/status/555909066212405248)  2015-01-16T02:07Z 11.6K followers, [--] engagements


"Mr. @varufakis - Why does Greece need debt restructuring to collect missing taxes"  
[X Link](https://x.com/rubicon59/status/563447407468216321)  2015-02-05T21:21Z 11.7K followers, [--] engagements


"Puzzled why so many (most) online advertising companies r such perpetual cash burners. $FUEL $RUBI $MM"  
[X Link](https://x.com/rubicon59/status/564897500322992129)  2015-02-09T21:23Z 11.6K followers, [--] engagements


"$IBM earnings are lower in [----] than in [----]. That's a slow grinding decline. PE still in low teens. Don't know what Buffett sees in it"  
[X Link](https://x.com/rubicon59/status/571097737623547904)  2015-02-27T00:01Z 11.6K followers, [--] engagements


"Who is helping Nepal http://t.co/dbRTL7soSg"  
[X Link](https://x.com/rubicon59/status/593724652553277440)  2015-04-30T10:32Z 16.4K followers, [--] engagements


"Dicks Sporting Goods ( $DKS ) is a steady double-digit grower trading near the bottom of its historic PE ration. Am I missing something"  
[X Link](https://x.com/rubicon59/status/643478445394030592)  2015-09-14T17:36Z 11.6K followers, [--] engagements


"How long before Lenovo acquires IBM"  
[X Link](https://x.com/rubicon59/status/656327869317013504)  2015-10-20T04:35Z 11.7K followers, [--] engagements


"I don't get LiveNation ( $LYV ). Decent business. But $6b for 120m cash earning power Who in their right mind would own here"  
[X Link](https://x.com/rubicon59/status/665985188640362496)  2015-11-15T20:10Z 11.6K followers, [--] engagements


"$MCK turned out a mistake :-(. I am out"  
[X Link](https://x.com/rubicon59/status/686564870456619008)  2016-01-11T15:06Z 11.6K followers, [--] engagements


"$IBM stock is going up after Hillary gets elected. You heard it here first"  
[X Link](https://x.com/rubicon59/status/690716455269076993)  2016-01-23T02:03Z 11.6K followers, [--] engagements


"@Dufief_Mill $kare on the Athens exchange. You need a broker that will trade in Greece ( If u r crazy enough to buy.)"  
[X Link](https://x.com/rubicon59/status/738954248067547137)  2016-06-04T04:43Z 15.7K followers, [--] engagements


"Why does Syncora carry debt & Preferred at depressed matket levels on Balance Sheet instead of at face-value they owe"  
[X Link](https://x.com/rubicon59/status/772229582111989761)  2016-09-04T00:27Z 11.6K followers, [--] engagements


"$FNMA and $FMCC insure 36% of Federal Reserves balance sheet"  
[X Link](https://x.com/rubicon59/status/811038193235726337)  2016-12-20T02:39Z 11.6K followers, [--] engagements


"Whose balance sheet has more risk - $FNMA or the Fed"  
[X Link](https://x.com/rubicon59/status/817313721857011712)  2017-01-06T10:15Z 11.6K followers, [--] engagements


"@kylesamani @airswap Why would relayers use Airswap when 0x is so much further along"  
[X Link](https://x.com/rubicon59/status/914253323598888961)  2017-09-30T22:19Z 11.6K followers, [--] engagements


"@cryptodemedici ETH is getting loads of scalability enhancements (Raiden Plasma etc); [---] devs @ Waterloo event.What is driving ETC's value"  
[X Link](https://x.com/rubicon59/status/919398490274275329)  2017-10-15T03:04Z 21.1K followers, [--] engagements


"Winning: Consumer confidence hits highest level since December [----] http://cnb.cx/2gZkZ8O http://cnb.cx/2gZkZ8O"  
[X Link](https://x.com/rubicon59/status/925427882549133312)  2017-10-31T18:22Z 11.6K followers, [--] engagements


"What we are seeing here is the creation of a new internet built upon protocols that allow for decentralized networks to form and tokens that allow people and companies to be compensated for that formation https://avc.com/2018/05/is-buying-crypto-assets-investing/ https://avc.com/2018/05/is-buying-crypto-assets-investing/"  
[X Link](https://x.com/rubicon59/status/994504001491095553)  2018-05-10T09:06Z 11.6K followers, [--] engagements

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