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# ![@thedealdirector Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1609642251746942982.png) @thedealdirector The Deal Director

The Deal Director posts on X about databricks, $4b, $nvda, ai the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.

### Engagements: XXXXX [#](/creator/twitter::1609642251746942982/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1609642251746942982/c:line/m:interactions.svg)

- X Week XXXXXX -XX%
- X Month XXXXXXX +11%
- X Months XXXXXXXXX -XX%
- X Year XXXXXXXXX +569%

### Mentions: X [#](/creator/twitter::1609642251746942982/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1609642251746942982/c:line/m:posts_active.svg)

- X Week XX -XX%
- X Month XX -XX%
- X Months XXX +82%
- X Year XXX -X%

### Followers: XXXXX [#](/creator/twitter::1609642251746942982/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1609642251746942982/c:line/m:followers.svg)

- X Week XXXXX +0.34%
- X Month XXXXX +1.70%
- X Months XXXXX +16%
- X Year XXXXX +80%

### CreatorRank: XXXXXXX [#](/creator/twitter::1609642251746942982/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1609642251746942982/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[technology brands](/list/technology-brands)  XXXXX% [stocks](/list/stocks)  XXXXX% [finance](/list/finance)  XXXX% [products](/list/products)  XXXX% [social networks](/list/social-networks)  XXXX%

**Social topic influence**
[databricks](/topic/databricks) 10.53%, [$4b](/topic/$4b) 5.26%, [$nvda](/topic/$nvda) 5.26%, [ai](/topic/ai) 5.26%, [if you](/topic/if-you) 5.26%, [money](/topic/money) 5.26%, [what you](/topic/what-you) 5.26%, [iphone](/topic/iphone) 5.26%, [samsung](/topic/samsung) 5.26%, [carry](/topic/carry) XXXX%

**Top accounts mentioned or mentioned by**
[@iruletheworldmo](/creator/undefined) [@giyucodes](/creator/undefined) [@mistralai](/creator/undefined) [@jasonbotterill](/creator/undefined) [@terminaldotshop](/creator/undefined) [@mattturck](/creator/undefined) [@patrickoshag](/creator/undefined) [@fidelcacheflow](/creator/undefined) [@eaglesphils1111](/creator/undefined) [@techsalestitan](/creator/undefined) [@giyu_codes](/creator/undefined) [@blkchainari](/creator/undefined)

**Top assets mentioned**
[NVIDIA Corp. (NVDA)](/topic/$nvda) [Microsoft Corp. (MSFT)](/topic/microsoft)
### Top Social Posts
Top posts by engagements in the last XX hours

"50% growth this year for Databricks; they will land above $4B ARR"  
[X Link](https://x.com/thedealdirector/status/1995221353642009029)  2025-11-30T20:00Z 6742 followers, 7437 engagements


"So what does Databricks actually do The Foundation (Bottom Layer): Delta Lake & Iceberg: These are the storage formats for data or the "organizing systems" that turn data lakes into reliable lakehouses. Delta Lake is Databricks' format that they pioneered and Iceberg is an open-source alternative they added as it has seen significant adoption across the industry. Unity Catalog: This is essentially the "librarian" overseeing the whole of the customer data borrowing the concept of "single pane of glass" from other parts of the IT stack. It's the central directory that knows about every piece of"  
[X Link](https://x.com/thedealdirector/status/1994084791394705810)  2025-11-27T16:43Z 6752 followers, 11.1K engagements


"$NVDA gross margins in the 70%+ range are extraordinary by any historical standard and imply either an insurmountable moat or an unsustainable position that competitors will eventually arbitrage away. The pattern of margin compression following viable alternative entry repeated with PCs servers networking equipment and storage. The question is whether AI accelerators follow the same trajectory or whether CUDA's ecosystem lock-in breaks the pattern. The next four to six quarters will reveal which interpretation is correct as TPUv7 and Trainium3 reach production scale. The critical leading"  
[X Link](https://x.com/thedealdirector/status/1998126722974196008)  2025-12-08T20:25Z 6753 followers, XXX engagements


"@mattturck It looks like slowing growth below XX% is the end of the road for a lot of these orgs"  
[X Link](https://x.com/thedealdirector/status/1998131986226118764)  2025-12-08T20:46Z 6753 followers, XXX engagements


"The tech sales buying guide for Black Friday. While I would always recommend to save your money if you are happy with what you have some items benefit from an upgrade. X. Iphone XX Pro Max / Samsung Fold X. Whether you like it or not smartphones are the most important devices that we carry on ourselves and serve many use cases throughout the day. The default should be the newest biggest iPhone you can get your hands on and the new XX Pro is the strongest release they've had in years. If you prefer Android it or you really want to optimize for space when traveling the Samsung Fold X is an easy"  
[X Link](https://x.com/thedealdirector/status/1994859858537959728)  2025-11-29T20:03Z 6755 followers, 206.6K engagements


"@patrick_oshag The trick with this angle is that the small models need to be very effective at using tools (search mostly) and keeping attention within the context window. The current trend of model training is not really supporting this outcome"  
[X Link](https://x.com/thedealdirector/status/1998434909313020065)  2025-12-09T16:49Z 6761 followers, 2343 engagements


"@iruletheworldmo Polymarket said no is Sam about to pull the rug"  
[X Link](https://x.com/thedealdirector/status/1998464355491320167)  2025-12-09T18:46Z 6759 followers, 1750 engagements


"They've given up on competing with Anthropic and xAI for developer tools directly. In theory it makes sense because Microsoft is driving that motion with the Azure sales team. Missed opportunity from my point of view though"  
[X Link](https://x.com/thedealdirector/status/1998490778243350709)  2025-12-09T20:31Z 6761 followers, 11.2K engagements

[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.]

@thedealdirector Avatar @thedealdirector The Deal Director

The Deal Director posts on X about databricks, $4b, $nvda, ai the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

Engagements Line Chart

  • X Week XXXXXX -XX%
  • X Month XXXXXXX +11%
  • X Months XXXXXXXXX -XX%
  • X Year XXXXXXXXX +569%

Mentions: X #

Mentions Line Chart

  • X Week XX -XX%
  • X Month XX -XX%
  • X Months XXX +82%
  • X Year XXX -X%

Followers: XXXXX #

Followers Line Chart

  • X Week XXXXX +0.34%
  • X Month XXXXX +1.70%
  • X Months XXXXX +16%
  • X Year XXXXX +80%

CreatorRank: XXXXXXX #

CreatorRank Line Chart

Social Influence

Social category influence technology brands XXXXX% stocks XXXXX% finance XXXX% products XXXX% social networks XXXX%

Social topic influence databricks 10.53%, $4b 5.26%, $nvda 5.26%, ai 5.26%, if you 5.26%, money 5.26%, what you 5.26%, iphone 5.26%, samsung 5.26%, carry XXXX%

Top accounts mentioned or mentioned by @iruletheworldmo @giyucodes @mistralai @jasonbotterill @terminaldotshop @mattturck @patrickoshag @fidelcacheflow @eaglesphils1111 @techsalestitan @giyu_codes @blkchainari

Top assets mentioned NVIDIA Corp. (NVDA) Microsoft Corp. (MSFT)

Top Social Posts

Top posts by engagements in the last XX hours

"50% growth this year for Databricks; they will land above $4B ARR"
X Link 2025-11-30T20:00Z 6742 followers, 7437 engagements

"So what does Databricks actually do The Foundation (Bottom Layer): Delta Lake & Iceberg: These are the storage formats for data or the "organizing systems" that turn data lakes into reliable lakehouses. Delta Lake is Databricks' format that they pioneered and Iceberg is an open-source alternative they added as it has seen significant adoption across the industry. Unity Catalog: This is essentially the "librarian" overseeing the whole of the customer data borrowing the concept of "single pane of glass" from other parts of the IT stack. It's the central directory that knows about every piece of"
X Link 2025-11-27T16:43Z 6752 followers, 11.1K engagements

"$NVDA gross margins in the 70%+ range are extraordinary by any historical standard and imply either an insurmountable moat or an unsustainable position that competitors will eventually arbitrage away. The pattern of margin compression following viable alternative entry repeated with PCs servers networking equipment and storage. The question is whether AI accelerators follow the same trajectory or whether CUDA's ecosystem lock-in breaks the pattern. The next four to six quarters will reveal which interpretation is correct as TPUv7 and Trainium3 reach production scale. The critical leading"
X Link 2025-12-08T20:25Z 6753 followers, XXX engagements

"@mattturck It looks like slowing growth below XX% is the end of the road for a lot of these orgs"
X Link 2025-12-08T20:46Z 6753 followers, XXX engagements

"The tech sales buying guide for Black Friday. While I would always recommend to save your money if you are happy with what you have some items benefit from an upgrade. X. Iphone XX Pro Max / Samsung Fold X. Whether you like it or not smartphones are the most important devices that we carry on ourselves and serve many use cases throughout the day. The default should be the newest biggest iPhone you can get your hands on and the new XX Pro is the strongest release they've had in years. If you prefer Android it or you really want to optimize for space when traveling the Samsung Fold X is an easy"
X Link 2025-11-29T20:03Z 6755 followers, 206.6K engagements

"@patrick_oshag The trick with this angle is that the small models need to be very effective at using tools (search mostly) and keeping attention within the context window. The current trend of model training is not really supporting this outcome"
X Link 2025-12-09T16:49Z 6761 followers, 2343 engagements

"@iruletheworldmo Polymarket said no is Sam about to pull the rug"
X Link 2025-12-09T18:46Z 6759 followers, 1750 engagements

"They've given up on competing with Anthropic and xAI for developer tools directly. In theory it makes sense because Microsoft is driving that motion with the Azure sales team. Missed opportunity from my point of view though"
X Link 2025-12-09T20:31Z 6761 followers, 11.2K engagements

@thedealdirector
/creator/twitter::thedealdirector