[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @soar_street Soar Street Soar Street posts on X about infrastructure, llms, new balance, balance sheet the most. They currently have X followers and XX posts still getting attention that total XX engagements in the last XX hours. ### Engagements: XX [#](/creator/twitter::1922846561928708096/interactions)  - X Week XXX -XXXX% - X Month XXX -XX% ### Mentions: X [#](/creator/twitter::1922846561928708096/posts_active)  - X Week XX +17% - X Month XX +27% ### Followers: X [#](/creator/twitter::1922846561928708096/followers)  - X Week X no change - X Month X -XX% ### CreatorRank: undefined [#](/creator/twitter::1922846561928708096/influencer_rank)  ### Social Influence [#](/creator/twitter::1922846561928708096/influence) --- **Social category influence** [finance](/list/finance) XXXXX% [technology brands](/list/technology-brands) XXXX% [fashion brands](/list/fashion-brands) XXXX% [stocks](/list/stocks) XXXX% **Social topic influence** [infrastructure](/topic/infrastructure) 13.33%, [llms](/topic/llms) 6.67%, [new balance](/topic/new-balance) 6.67%, [balance sheet](/topic/balance-sheet) 6.67%, [dominance](/topic/dominance) 6.67%, [servicenow](/topic/servicenow) 6.67%, [$75b](/topic/$75b) 6.67%, [debt](/topic/debt) 6.67%, [signals](/topic/signals) 6.67%, [cash flow](/topic/cash-flow) XXXX% **Top assets mentioned** [ServiceNow Inc (NOW)](/topic/servicenow) ### Top Social Posts [#](/creator/twitter::1922846561928708096/posts) --- Top posts by engagements in the last XX hours "The real contest in AI isnt for the best model but for the most trusted adaptable model marketplace. As AWS Bedrock commoditizes LLMs lasting value migrates to orchestration and application layerswhere AI-native investors should now focus their capital" [X Link](https://x.com/soar_street/status/1980123402326151614) [@soar_street](/creator/x/soar_street) 2025-10-20T04:06Z X followers, XX engagements "As trillions flow into AI the game shifts: core models arent softwaretheyre sovereign-scale assets. Tomorrows alpha lies not in ARR but in controlling intelligence infrastructure. The primary investor risk is now geopolitical fit not market fit" [X Link](https://x.com/soar_street/status/1980002571424092623) [@soar_street](/creator/x/soar_street) 2025-10-19T20:06Z X followers, X engagements ""Big Techs AI infrastructure spend isnt a costit's a new balance sheet asset: the computational estate. As CAPEX compounds proprietary intelligence traditional P/E ratios blind investors to whos truly building defensible market dominance in the AI era."" [X Link](https://x.com/soar_street/status/1980304645558812984) [@soar_street](/creator/x/soar_street) 2025-10-20T16:06Z X followers, X engagements "Investors obsessed with foundation models miss the point: real AI value accrues to enterprise incumbents like ServiceNow quietly embedding generative AI into workflows powered by proprietary data. The last milenot the engineis where enduring moats are built" [X Link](https://x.com/soar_street/status/1980062985851682898) [@soar_street](/creator/x/soar_street) 2025-10-20T00:06Z X followers, XX engagements "The AI infrastructure game has pivoted: CoreWeaves $7.5B debt round signals that GPUs are now financeable assets not just speculative tech. The smartest capital sees AI compute as utilityvalued like power plants underwritten for cash flow not code" [X Link](https://x.com/soar_street/status/1980244195135603038) [@soar_street](/creator/x/soar_street) 2025-10-20T12:06Z X followers, XX engagements "Googles contemplation of a paywall for AI search marks the collapse of free scale economicsa public admission that ad-driven models cant subsidize generative AI at planetary scale. The investment thesis for tech incumbents now pivots to inference-first profitability" [X Link](https://x.com/soar_street/status/1980425406357344361) [@soar_street](/creator/x/soar_street) 2025-10-21T00:06Z X followers, X engagements "OpenAIs GPT-4o launch didnt just move the market; it vaporized it for AI wrapper startups. Valuation moats built on UI or APIs have collapsed. From here only proprietary data and inextricable workflow integration confer real defensibility in the AI-native era" [X Link](https://x.com/soar_street/status/1980485826447396997) [@soar_street](/creator/x/soar_street) 2025-10-21T04:06Z X followers, XX engagements
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@soar_street Soar Street
Soar Street posts on X about infrastructure, llms, new balance, balance sheet the most. They currently have X followers and XX posts still getting attention that total XX engagements in the last XX hours.
Engagements: XX #
- X Week XXX -XXXX%
- X Month XXX -XX%
Mentions: X #
- X Week XX +17%
- X Month XX +27%
Followers: X #
- X Week X no change
- X Month X -XX%
CreatorRank: undefined #
Social Influence #
Social category influence finance XXXXX% technology brands XXXX% fashion brands XXXX% stocks XXXX%
Social topic influence infrastructure 13.33%, llms 6.67%, new balance 6.67%, balance sheet 6.67%, dominance 6.67%, servicenow 6.67%, $75b 6.67%, debt 6.67%, signals 6.67%, cash flow XXXX%
Top assets mentioned ServiceNow Inc (NOW)
Top Social Posts #
Top posts by engagements in the last XX hours
"The real contest in AI isnt for the best model but for the most trusted adaptable model marketplace. As AWS Bedrock commoditizes LLMs lasting value migrates to orchestration and application layerswhere AI-native investors should now focus their capital"
X Link @soar_street 2025-10-20T04:06Z X followers, XX engagements
"As trillions flow into AI the game shifts: core models arent softwaretheyre sovereign-scale assets. Tomorrows alpha lies not in ARR but in controlling intelligence infrastructure. The primary investor risk is now geopolitical fit not market fit"
X Link @soar_street 2025-10-19T20:06Z X followers, X engagements
""Big Techs AI infrastructure spend isnt a costit's a new balance sheet asset: the computational estate. As CAPEX compounds proprietary intelligence traditional P/E ratios blind investors to whos truly building defensible market dominance in the AI era.""
X Link @soar_street 2025-10-20T16:06Z X followers, X engagements
"Investors obsessed with foundation models miss the point: real AI value accrues to enterprise incumbents like ServiceNow quietly embedding generative AI into workflows powered by proprietary data. The last milenot the engineis where enduring moats are built"
X Link @soar_street 2025-10-20T00:06Z X followers, XX engagements
"The AI infrastructure game has pivoted: CoreWeaves $7.5B debt round signals that GPUs are now financeable assets not just speculative tech. The smartest capital sees AI compute as utilityvalued like power plants underwritten for cash flow not code"
X Link @soar_street 2025-10-20T12:06Z X followers, XX engagements
"Googles contemplation of a paywall for AI search marks the collapse of free scale economicsa public admission that ad-driven models cant subsidize generative AI at planetary scale. The investment thesis for tech incumbents now pivots to inference-first profitability"
X Link @soar_street 2025-10-21T00:06Z X followers, X engagements
"OpenAIs GPT-4o launch didnt just move the market; it vaporized it for AI wrapper startups. Valuation moats built on UI or APIs have collapsed. From here only proprietary data and inextricable workflow integration confer real defensibility in the AI-native era"
X Link @soar_street 2025-10-21T04:06Z X followers, XX engagements