[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.] #  @xbthinking XB@AlphaPilot 🦇🔊 XB@AlphaPilot 🦇🔊 posts on X about $hood, $vrt, infrastructure, $nvidia the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::1516412166542434329/interactions)  - X Week XXXXX +144% - X Month XXXXXX +2,950% - X Months XXXXXX +2,078% - X Year XXXXXX +1,216% ### Mentions: X [#](/creator/twitter::1516412166542434329/posts_active)  - X Week XX +48% - X Month XX +1,475% - X Months XX +1,017% - X Year XX +2,333% ### Followers: XXX [#](/creator/twitter::1516412166542434329/followers)  - X Week XXX +11% - X Month XXX +17% - X Months XXX +83% - X Year XXX +49% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1516412166542434329/influencer_rank)  ### Social Influence [#](/creator/twitter::1516412166542434329/influence) --- **Social category influence** [stocks](/list/stocks) XXXXX% [technology brands](/list/technology-brands) XXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [finance](/list/finance) XXXX% **Social topic influence** [$hood](/topic/$hood) 13.33%, [$vrt](/topic/$vrt) #30, [infrastructure](/topic/infrastructure) #2215, [$nvidia](/topic/$nvidia) #6, [hardware](/topic/hardware) 2.22%, [chips](/topic/chips) 2.22%, [money](/topic/money) 2.22%, [comeback](/topic/comeback) 2.22%, [plain](/topic/plain) 2.22%, [ohio](/topic/ohio) XXXX% **Top accounts mentioned or mentioned by** [@chartsrus0](/creator/undefined) [@jamespeter71549](/creator/undefined) [@smartilliterate](/creator/undefined) [@muskjawsurgeon](/creator/undefined) **Top assets mentioned** [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Vertiv Holdings Co (VRT)](/topic/$vrt) [NVIDIA (NVIDIA)](/topic/$nvidia) [ON Semiconductor, Corp. (ON)](/topic/$on) [Electroneum (ETN)](/topic/$etn) [Landwolf (WOLF)](/topic/$wolf) ### Top Social Posts [#](/creator/twitter::1516412166542434329/posts) --- Top posts by engagements in the last XX hours "2/9: The Core Thesis The market sees $VRT as a simple hardware supplier. This is wrong. Vertiv is a co-architect of the future. Their deep partnership with NVIDIA makes them essential infrastructure for the next wave of AI chips. As power demands explode their role shifts from optional to mission-critical" [X Link](https://x.com/xbthinking/status/1976108889419702428) [@xbthinking](/creator/x/xbthinking) 2025-10-09T02:14Z XXX followers, XXX engagements "Most investors think #Unity Software Inc. ( $U). is dead money. A broken growth stock. A community betrayed. They're missing the silent AI-driven resurrection happening under a new CEO. But this comeback story is a high-wire act and one misstep could send it plunging.👇" [X Link](https://x.com/xbthinking/status/1977734561967534443) [@xbthinking](/creator/x/xbthinking) 2025-10-13T13:53Z XXX followers, XXX engagements "Everyone is fighting over $NVIDIA stock. While the real "AI picks & shovels" king is hiding in plain sight. Its a boring industrial company from Ohio. And it holds the keys to the entire AI kingdom. Heres why Vertiv ( $VRT ) might be the smartest AI play youve never heard of" [X Link](https://x.com/xbthinking/status/1976108885753868579) [@xbthinking](/creator/x/xbthinking) 2025-10-09T02:14Z XXX followers, 4192 engagements "1/7 $NVIDIA just dropped a 50-page technical white paper on #800V power systems. Most investors ignored it. They saw a boring engineering document. We read every word. Its not a paper; it's a treasure map. It lays out the next multi-billion dollar infrastructure rotation in AI. Heres the alpha simplified. 🧵👇" [X Link](https://x.com/xbthinking/status/1979206900454691114) [@xbthinking](/creator/x/xbthinking) 2025-10-17T15:24Z XXX followers, XXX engagements "Everyone thinks they know Robinhood. They don't. The meme-stock app is dead. In its place is a diversified profit engine printing cash. But there's a fatal flaw most investors are ignoring. $HOOD 👇" [X Link](https://x.com/xbthinking/status/1978829744507433329) [@xbthinking](/creator/x/xbthinking) 2025-10-16T14:25Z XXX followers, XXX engagements "2/9 The game has changed for $HOOD. It's no longer a "growth-at-all-costs" story. It's a "profit-at-all-costs" machine. The thesis is simple: Robinhood has successfully built a diversified financial ecosystem. And it's just starting to flex its power" [X Link](https://x.com/xbthinking/status/1978829747183387047) [@xbthinking](/creator/x/xbthinking) 2025-10-16T14:25Z XXX followers, XX engagements "3/9: The Moat Robinhood's real moat isn't zero commissions. It's the Ecosystem Flywheel. They lure you in with free stock trades. Then they lock you in with: High-yield Gold subscriptions Banking & credit cards Global crypto access Retirement accounts A masterclass in monetization" [X Link](https://x.com/xbthinking/status/1978829750131958267) [@xbthinking](/creator/x/xbthinking) 2025-10-16T14:25Z XXX followers, XXX engagements "4/9 The proof is in the numbers. Q2 2025 Adjusted EBITDA Margin: 55.5%. Let that sink in. While growing revenue XX% YoY. This isn't a startup burning cash. This is a fortress of profitability with extreme operating leverage" [X Link](https://x.com/xbthinking/status/1978829752568856944) [@xbthinking](/creator/x/xbthinking) 2025-10-16T14:25Z XXX followers, XX engagements "5/9: The Nuance Here's the contradiction Wall Street is debating: The stock trades at a blistering 78x forward P/E. But consensus expects EPS to slightly decline next year. Why the disconnect The market is pricing in flawless execution of future products ignoring any potential slowdown. A high-wire act" [X Link](https://x.com/xbthinking/status/1978829755454501093) [@xbthinking](/creator/x/xbthinking) 2025-10-16T14:25Z XXX followers, XX engagements "6/9: The Risks But there's one giant risk: The regulators. The SEC has Payment for Order Flow (PFOF) in its crosshairs. PFOF is Robinhood's original sin and a core part of its engine. An adverse ruling could cripple its U.S. trading economics. Overnight" [X Link](https://x.com/xbthinking/status/1978829757950140641) [@xbthinking](/creator/x/xbthinking) 2025-10-16T14:25Z XXX followers, XX engagements "7/9: The Framework An opinion is useless without a framework to invalidate it. We call this the 'Thesis Invalidation Framework.' It's your kill switch. For $HOOD here's one trigger for our Bear Case: ❌ Bear Case: Adjusted EBITDA margin falls below 45%. If this happens the high-leverage thesis is broken" [X Link](https://x.com/xbthinking/status/1978829760558923956) [@xbthinking](/creator/x/xbthinking) 2025-10-16T14:25Z XXX followers, XX engagements "Deep research on a stock like Robinhood takes 20+ hours. Sifting through filings. Connecting the dots. Finding the one thing that truly matters. Most investors don't have that time so they're forced to guess. I'm building a tool called AlphaPilot to fix this. The "Decision Card" is its first killer feature" [X Link](https://x.com/xbthinking/status/1978829763100750124) [@xbthinking](/creator/x/xbthinking) 2025-10-16T14:25Z XXX followers, XX engagements "AlphaPilot The Signal. Not The Noise. AlphaPilot turns XX hours of research into a 10-minute decision. The "Decision Card" is the early-access feature that makes this possible. This full analysis of Robinhood ( $HOOD) is your first look. Im sending itand all future cardsto my private list before the public launch. Activate your early access via the invite link in my bio. (On the page click 'Log in' to create your free account.)" [X Link](https://x.com/xbthinking/status/1978829767244751258) [@xbthinking](/creator/x/xbthinking) 2025-10-16T14:25Z XXX followers, XXX engagements "This is a spot-on take. It's the exact kind of bold product move that built their massive user moat in the first place. We actually analyzed how their entire diversified business model is structured to fund this kind of relentless innovation. The full one-page thesis on $HOOD is in the cards below" [X Link](https://x.com/xbthinking/status/1978831828007162357) [@xbthinking](/creator/x/xbthinking) 2025-10-16T14:34Z XXX followers, XXX engagements "5/7 This shift won't happen overnight. It's a multi-year roadmap creating distinct waves of opportunity. 🔹 Wave X (Now-2026): The Retrofit Wave. Upgrading existing facilities. The first contracts are being signed now. 🔹 Wave X (2026-2030): The Greenfield Wave. 800V becomes the mandatory standard for all new AI data centers. Hyper-growth. 🔹 Wave X (2030+): The Efficiency Wave. The ultimate technology Solid-State Transformers changes the game again. Positioning depends on your timeframe" [X Link](https://x.com/xbthinking/status/1979206932612420031) [@xbthinking](/creator/x/xbthinking) 2025-10-17T15:24Z XXX followers, XX engagements "6/7 So how do you get exposure to this theme My research points to two core strategies: X. Own The Backbone: Invest in the market leaders building the standardized power systems. ( $VRT $ETN) X. Own The Building Blocks: Invest in the producers of the essential SiC components. ( $WOLF $ON) These are the companies poised to translate this technical shift into shareholder value. (This is my research always do your own)" [X Link](https://x.com/xbthinking/status/1979206937477812593) [@xbthinking](/creator/x/xbthinking) 2025-10-17T15:24Z XXX followers, XX 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.]
@xbthinking XB@AlphaPilot 🦇🔊
XB@AlphaPilot 🦇🔊 posts on X about $hood, $vrt, infrastructure, $nvidia the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.
Engagements: XXX #
- X Week XXXXX +144%
- X Month XXXXXX +2,950%
- X Months XXXXXX +2,078%
- X Year XXXXXX +1,216%
Mentions: X #
- X Week XX +48%
- X Month XX +1,475%
- X Months XX +1,017%
- X Year XX +2,333%
Followers: XXX #
- X Week XXX +11%
- X Month XXX +17%
- X Months XXX +83%
- X Year XXX +49%
CreatorRank: XXXXXXXXX #
Social Influence #
Social category influence stocks XXXXX% technology brands XXXX% cryptocurrencies XXXX% finance XXXX%
Social topic influence $hood 13.33%, $vrt #30, infrastructure #2215, $nvidia #6, hardware 2.22%, chips 2.22%, money 2.22%, comeback 2.22%, plain 2.22%, ohio XXXX%
Top accounts mentioned or mentioned by @chartsrus0 @jamespeter71549 @smartilliterate @muskjawsurgeon
Top assets mentioned Robinhood Markets, Inc. (HOOD) Vertiv Holdings Co (VRT) NVIDIA (NVIDIA) ON Semiconductor, Corp. (ON) Electroneum (ETN) Landwolf (WOLF)
Top Social Posts #
Top posts by engagements in the last XX hours
"2/9: The Core Thesis The market sees $VRT as a simple hardware supplier. This is wrong. Vertiv is a co-architect of the future. Their deep partnership with NVIDIA makes them essential infrastructure for the next wave of AI chips. As power demands explode their role shifts from optional to mission-critical"
X Link @xbthinking 2025-10-09T02:14Z XXX followers, XXX engagements
"Most investors think #Unity Software Inc. ( $U). is dead money. A broken growth stock. A community betrayed. They're missing the silent AI-driven resurrection happening under a new CEO. But this comeback story is a high-wire act and one misstep could send it plunging.👇"
X Link @xbthinking 2025-10-13T13:53Z XXX followers, XXX engagements
"Everyone is fighting over $NVIDIA stock. While the real "AI picks & shovels" king is hiding in plain sight. Its a boring industrial company from Ohio. And it holds the keys to the entire AI kingdom. Heres why Vertiv ( $VRT ) might be the smartest AI play youve never heard of"
X Link @xbthinking 2025-10-09T02:14Z XXX followers, 4192 engagements
"1/7 $NVIDIA just dropped a 50-page technical white paper on #800V power systems. Most investors ignored it. They saw a boring engineering document. We read every word. Its not a paper; it's a treasure map. It lays out the next multi-billion dollar infrastructure rotation in AI. Heres the alpha simplified. 🧵👇"
X Link @xbthinking 2025-10-17T15:24Z XXX followers, XXX engagements
"Everyone thinks they know Robinhood. They don't. The meme-stock app is dead. In its place is a diversified profit engine printing cash. But there's a fatal flaw most investors are ignoring. $HOOD 👇"
X Link @xbthinking 2025-10-16T14:25Z XXX followers, XXX engagements
"2/9 The game has changed for $HOOD. It's no longer a "growth-at-all-costs" story. It's a "profit-at-all-costs" machine. The thesis is simple: Robinhood has successfully built a diversified financial ecosystem. And it's just starting to flex its power"
X Link @xbthinking 2025-10-16T14:25Z XXX followers, XX engagements
"3/9: The Moat Robinhood's real moat isn't zero commissions. It's the Ecosystem Flywheel. They lure you in with free stock trades. Then they lock you in with: High-yield Gold subscriptions Banking & credit cards Global crypto access Retirement accounts A masterclass in monetization"
X Link @xbthinking 2025-10-16T14:25Z XXX followers, XXX engagements
"4/9 The proof is in the numbers. Q2 2025 Adjusted EBITDA Margin: 55.5%. Let that sink in. While growing revenue XX% YoY. This isn't a startup burning cash. This is a fortress of profitability with extreme operating leverage"
X Link @xbthinking 2025-10-16T14:25Z XXX followers, XX engagements
"5/9: The Nuance Here's the contradiction Wall Street is debating: The stock trades at a blistering 78x forward P/E. But consensus expects EPS to slightly decline next year. Why the disconnect The market is pricing in flawless execution of future products ignoring any potential slowdown. A high-wire act"
X Link @xbthinking 2025-10-16T14:25Z XXX followers, XX engagements
"6/9: The Risks But there's one giant risk: The regulators. The SEC has Payment for Order Flow (PFOF) in its crosshairs. PFOF is Robinhood's original sin and a core part of its engine. An adverse ruling could cripple its U.S. trading economics. Overnight"
X Link @xbthinking 2025-10-16T14:25Z XXX followers, XX engagements
"7/9: The Framework An opinion is useless without a framework to invalidate it. We call this the 'Thesis Invalidation Framework.' It's your kill switch. For $HOOD here's one trigger for our Bear Case: ❌ Bear Case: Adjusted EBITDA margin falls below 45%. If this happens the high-leverage thesis is broken"
X Link @xbthinking 2025-10-16T14:25Z XXX followers, XX engagements
"Deep research on a stock like Robinhood takes 20+ hours. Sifting through filings. Connecting the dots. Finding the one thing that truly matters. Most investors don't have that time so they're forced to guess. I'm building a tool called AlphaPilot to fix this. The "Decision Card" is its first killer feature"
X Link @xbthinking 2025-10-16T14:25Z XXX followers, XX engagements
"AlphaPilot The Signal. Not The Noise. AlphaPilot turns XX hours of research into a 10-minute decision. The "Decision Card" is the early-access feature that makes this possible. This full analysis of Robinhood ( $HOOD) is your first look. Im sending itand all future cardsto my private list before the public launch. Activate your early access via the invite link in my bio. (On the page click 'Log in' to create your free account.)"
X Link @xbthinking 2025-10-16T14:25Z XXX followers, XXX engagements
"This is a spot-on take. It's the exact kind of bold product move that built their massive user moat in the first place. We actually analyzed how their entire diversified business model is structured to fund this kind of relentless innovation. The full one-page thesis on $HOOD is in the cards below"
X Link @xbthinking 2025-10-16T14:34Z XXX followers, XXX engagements
"5/7 This shift won't happen overnight. It's a multi-year roadmap creating distinct waves of opportunity. 🔹 Wave X (Now-2026): The Retrofit Wave. Upgrading existing facilities. The first contracts are being signed now. 🔹 Wave X (2026-2030): The Greenfield Wave. 800V becomes the mandatory standard for all new AI data centers. Hyper-growth. 🔹 Wave X (2030+): The Efficiency Wave. The ultimate technology Solid-State Transformers changes the game again. Positioning depends on your timeframe"
X Link @xbthinking 2025-10-17T15:24Z XXX followers, XX engagements
"6/7 So how do you get exposure to this theme My research points to two core strategies: X. Own The Backbone: Invest in the market leaders building the standardized power systems. ( $VRT $ETN) X. Own The Building Blocks: Invest in the producers of the essential SiC components. ( $WOLF $ON) These are the companies poised to translate this technical shift into shareholder value. (This is my research always do your own)"
X Link @xbthinking 2025-10-17T15:24Z XXX followers, XX engagements