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[@SanCompounding](/creator/twitter/SanCompounding)
"NSCALE getting deals now. Neocloud space is getting commoditized that can put pressure on margins $CRWV $NBUS $IREN NSCALE and Lambda labs"  
[X Link](https://x.com/SanCompounding/status/1978237104392950044) [@SanCompounding](/creator/x/SanCompounding) 2025-10-14T23:10Z 3138 followers, XXX engagements


"Next Boom in AI Demand is in Memory HBM Chips SK Hynix and Samsung have 3/4th Marketshare in HBM AI. SK Hynix Samsung and LG forms XX% of KOSPI index $KORU"  
[X Link](https://x.com/SanCompounding/status/1978552749080957432) [@SanCompounding](/creator/x/SanCompounding) 2025-10-15T20:05Z 3138 followers, XXX engagements


"🚨 Breaking: CoreWeave drops AI Object Storage targets AI pain points: Traditional systems often bottleneck with low throughput & high costs. Solution - High throughput of 7GB/s speeds - no egress fees - global data access without replication -cutting costs by 75%+ for AI workloads via LOTA technology V/s Seagate provides Lyve Cloud Both are S3-compatible $CRWV stands out with its Local Object Transport Accelerator (LOTA) intelligent proxy that caches data locally on GPU nodes for faster repeated access enabling seamless integration across clouds or on-premises without data replication or"  
[X Link](https://x.com/SanCompounding/status/1978866348663919102) [@SanCompounding](/creator/x/SanCompounding) 2025-10-16T16:51Z 3140 followers, XXX engagements


"🚀 Skeptics say the AI is a bubble Look at the numbers: X. xAI rocketed from $100M ARR to $500M in X year 5X growth. X. Anthropic Revenues Went Up 4X in last X Year from $X billion to $X billion X. OpenAI tripled from $3.7B to $12B+ X. Even Cursor doubled to $200M ARR in months. 📈What took MAG7 stocks decades to scale to $XXX Billion revenue AI makes it possible in 2-3 years 🚀 A July 2025 breakdown shows Anthropic's API revenue at $XXX billion annually with Cursor and GitHub Copilot generating $XXX billion XX% Anthropic who owns Claude AI models generates revenue primarily through its API"  
[X Link](https://x.com/SanCompounding/status/1978884368073658507) [@SanCompounding](/creator/x/SanCompounding) 2025-10-16T18:02Z 3138 followers, XXX engagements


"🚀 Blockchain is the future $DFDV stock has delivered highest return up 16X YTD Stripe just launched USDC recurring payments for AI Companies on Polygon & Base Perfect for AI & Web3 is designed to streamline payments for companies with recurring revenue models such as AI platforms and other Web3 services in the US DeFi Development $DFDV: A company that builds decentralized finance solutions such as lending platforms decentralized exchanges and other financial applications that operate without intermediaries. Polygon Blockchain: A popular and scalable blockchain designed to work with Ethereum"  
[X Link](https://x.com/SanCompounding/status/1979157868386341266) [@SanCompounding](/creator/x/SanCompounding) 2025-10-17T12:09Z 3138 followers, XXX engagements


"Hyper-Growth Trend: "AI titans like @xAI @AnthropicAI @OpenAI and @CursorAI are explodingrevenues doubling in months Here's why: X. Viral User Adoption: - OpenAI's ChatGPT hits 800M weekly users; - Cursor's AI coder hooks 1M+ developers with free trials converting to $20-40/month subscriptions. X. API & Enterprise Surge: - Anthropic's Claude powers more than $1.4B from partners like Cursor/GitHub; - OpenAI's APIs drive 1/3 of revenue via business tools; X. Model Innovation Flywheel: - xAI's Grok leverages real-time X data for 64M users; - Constant upgrades (ex -Claude Code's $400M ARR) boost"  
[X Link](https://x.com/SanCompounding/status/1979211527073992857) [@SanCompounding](/creator/x/SanCompounding) 2025-10-17T15:42Z 3140 followers, XXX engagements


"$VST Vistra corp has been one of the best performing stock of 2025. What are the drivers X. Surging Demand from AI and Data Centers AI is driving a massive increase in power demand for data centers positioning Vistra as a key beneficiary. Vistra has diversified portfolio of power : X. Nuclear X. Natural gas X. Solar and X. Battery storage Data centers could consume X% of U.S. power by 2030 with ERCOT (Texass grid where Vistra has significant operations) forecasting a need for XX GW of additional power. Vistra has pursued aggressive growth through acquisition a recent deal to buy seven natural"  
[X Link](https://x.com/SanCompounding/status/1959360086595477705) [@SanCompounding](/creator/x/SanCompounding) 2025-08-23T21:00Z 3146 followers, XXX engagements


"Insane earnings reported by $CRDO Credo earnings UP 1200% and sales up XXX% 🚀 Credos X biggest customers are Amazon Microsoft and xAI"  
[X Link](https://x.com/SanCompounding/status/1963348839860965458) [@SanCompounding](/creator/x/SanCompounding) 2025-09-03T21:10Z 3140 followers, XXX engagements


"This went unnoticed . AI IN PAYMENTS is a big leap ANT Financials $BABA $LKNCY Luckin Coffee is growing rapidly in US too"  
[X Link](https://x.com/SanCompounding/status/1966140452937367908) [@SanCompounding](/creator/x/SanCompounding) 2025-09-11T14:03Z 3146 followers, XXX engagements


"Morgan Stanley recently raised its price target for Alibaba Group's ( $BABA) ADR by XX% to $XXX. Key factors influencing the upgrade: Strong cloud growth: The decision is driven by Alibaba's enhanced growth forecast which is supported by increased capital expenditures model upgrades and accelerated international expansion. Morgan Stanley analysts project cloud growth of XX% for fiscal year 2026 and XX% for fiscal year 2027. AI spending and partnerships: Morgan Stanley cited Alibaba's new partnership with $NVDA and its commitment to increasing AI spending as reasons for their "incrementally"  
[X Link](https://x.com/SanCompounding/status/1972667684119593049) [@SanCompounding](/creator/x/SanCompounding) 2025-09-29T14:20Z 3146 followers, XXX engagements


"David Vlez co-founder and CEO of Nubank $NU in Norges Bank podcast :: - $NU has XXX Million Customers and 6K employees. - Only Cloud-Built Digital bank - AI can bring a bank and banker to pockets - AI can cut through all banking verticals Lots of insights 🎯"  
[X Link](https://x.com/SanCompounding/status/1976049163163840542) [@SanCompounding](/creator/x/SanCompounding) 2025-10-08T22:16Z 3145 followers, 1250 engagements


"Microsoft will not flag shortage of data center capacity till 2026. There will not be dark GPUs even in 2026 as Brad alluded 👇 Who needs to build these AI GPUs and Datacenters These XX AI Companies Across AI Ecosystem :: LLMs: $MSFT $GOOG $META GROK $BABA Nuclear: $GEV $SMR $OKLO Semis: $NVDA $AMD $TSM $ASML $CDNS $ARM $KLAC $ACMR ASICs: $AVGO $MRVL $META Energy/Grid: $AMSC $TLN $VST HPC connectivity: $CRDO $ALAB Data Centers: $IREN $NBIS $APLD AI Racks /HVAC: $SMCI $VRT $TGEN $DELL $TSSI Hyperscalers: $MSFT $CRWV $GOOGL $AMZN $ORCL Agentic AI: $RBRK $NOW $SNOW $CRM Cybersecurity: $PANW $NET"  
[X Link](https://x.com/SanCompounding/status/1977015526002934084) [@SanCompounding](/creator/x/SanCompounding) 2025-10-11T14:16Z 3138 followers, XXX engagements


"Rare Earths are in demand but its tough to pick stocks. So buying an ETF is a great choice There are couple ETFs focused on rare earth stocks. X. VanEck Rare Earth and Strategic Metals ETF ( $REMX) Companies involved in mining refining and producing rare earth and strategic metals. Below is a detailed breakdown of the top XX holdings 👇 X. TSX: $LAC - Lithium Americas Corp. (8.09%) X. ASX: $LYC - Lynas Rare Earths Limited (7.63%) X. $MP - MP Materials Corp. (7.12%) X. ASX: $PLS - Pilbara Minerals Limited (6.42%) X. $ALB - Albemarle Corporation (6.38%) X. $SHA:600111 - China Northern Rare"  
[X Link](https://x.com/SanCompounding/status/1977019469550469492) [@SanCompounding](/creator/x/SanCompounding) 2025-10-11T14:32Z 3146 followers, 6742 engagements


"AI Expands '$2 Trillion Total Addressable Market' For Cybersecurity Companies - McKinsey Here are the Top XX high-Growth Cybersecurity Companies in a Single Chart:: X. Okta( $OKTA) Identity and access management powerhouse in the cloud. Extensive integrations with thousands of apps for seamless access. Robust subscription growth and high customer retention. AI-enhanced security for modern workforce protection. X. Fortinet ( $FTNT) Integrated cybersecurity with the Security Fabric platform. Leadership in firewalls SD-WAN and network security. X. Palo Alto Networks ( $PANW) AI-powered precision"  
[X Link](https://x.com/SanCompounding/status/1977920726381236623) [@SanCompounding](/creator/x/SanCompounding) 2025-10-14T02:13Z 3145 followers, 1194 engagements


"🚨 $CRDO Launches 112G SerDes IP for $TSMC N3 Process Technology 112G SerDes is the critical technology to enable AI/ML at scale and for companies developing their own custom silicon especially for large-scale AI and data center applications $CRDO is critical to (OpenAI and $AVGO) s XX GW of custom AI chips and computing systems DEAL over the next X years. OpenAI has agreed to buy to XX gigawatts from $AVGO. OpenAI plans to deploy custom GPUs starting in the H2 of 2026. It is aiming to build XXX gigawatts of new computing capacity by 2033"  
[X Link](https://x.com/SanCompounding/status/1978080869853036930) [@SanCompounding](/creator/x/SanCompounding) 2025-10-14T12:50Z 3146 followers, XXX engagements


"$HIMS LAUNCHES MENOPAUSE/PERIMENOPAUSE TREATMRNTS Major Product Launches by Hims & Hers in the Last X Years (October 2023 - October 2025) $HIMS Demonstrates Optionality That Helps Rapid Product Cycle Below is a chronological overview of key launches drawn from official announcements and posts: ✅ Late 2023: Weight Loss Oral Medication Kits. Hims & Hers entered the weight loss category with affordable oral kits capitalizing on rising demand for non-injectable options. ✅ May 2024: Compounded GLP-1 Injections Launched customizable compounded versions of GLP-1 drugs (ie semaglutide) for weight"  
[X Link](https://x.com/SanCompounding/status/1978506572960579992) [@SanCompounding](/creator/x/SanCompounding) 2025-10-15T17:01Z 3145 followers, XXX engagements


"60 Semiconductor firms that grew massive in the last decade They exemplify MOAT $NVDA $ASML $AVGO $TSMC $KLAC But we need NEXT XX AI CHIP STOCKS that can grow 🚀 Mega caps:: $NVDA AI XX% marketshare $AVGO ASIC Custom silicones $TSMC Fabless with XX% marketshare $ASML EUV lithography Monopoly $AMD Rising AI chipmaker SMID Caps:: $CRDO EUV lithography Monopoly $AMSC superconductor power solution $CAMT AI Metrology powerhouse $MRVL ASIC beneficiary $NOVA Advanced process control(Chips)"  
[X Link](https://x.com/SanCompounding/status/1979603338711744767) [@SanCompounding](/creator/x/SanCompounding) 2025-10-18T17:39Z 3138 followers, XXX engagements


"🚀 AppLovins ad-tech dominance is no fluke $APP Provides technology for app developers to market and monetize their apps. Key products include : - MAX (in-app bidding/monetization) - AppDiscovery (user acquisition) - proprietary AI engine AXON Strategic Shift: AppLovin will be focusing on its high-margin Advertising Segment. How - Billion+ DAU players - In a XX seconds video ad within $App users cannot do anything else and they are hooked - XX% of Audience prefer to watch ad to get currency inside mobile-app game - Search shifting to LLMs will make product discovery 'Bottom-Funnel'. So there"  
[X Link](https://x.com/SanCompounding/status/1980080685760036966) [@SanCompounding](/creator/x/SanCompounding) 2025-10-20T01:16Z 3138 followers, 1068 engagements


"2. Profitability and Cost Structure: $APP has a low employee count for its revenue scale leading to high revenue / employee -- further underscores its operational efficiency and lean cost structure. Just XX employees exist for their ecommerce business"  
[X Link](https://x.com/SanCompounding/status/1980080688700272947) [@SanCompounding](/creator/x/SanCompounding) 2025-10-20T01:16Z 3138 followers, XXX engagements


"3. Competitive Moat: 📊Proprietary AI and Technology: The AXON AI engine is its primary competitive advantage constantly optimized by vast amounts of data to provide superior ad targeting and return on advertising spend (ROAS). Mode ad inventory and data = More P&L for $APP 🔄Integrated Platform (Flywheel Effect): User acquisition (AppDiscovery) + in-app bidding/monetization (MAX) + Measurement/analytics (Adjust) creates a unified performance-driven solution 🌐Scale and Network Effects: A large network of advertisers and publishers generates data at scale continuously improving the platform's"  
[X Link](https://x.com/SanCompounding/status/1980080691754012745) [@SanCompounding](/creator/x/SanCompounding) 2025-10-20T01:16Z 3138 followers, XXX engagements


"$APLD up XX% 1/ 🚀 Applied Digital smashes Q1: $64.2M revenue up XX% YoY Fueling the AI boom with hyperscaler deals. 2/ 💥 Mega lease alert: 150MW deal with CoreWeave locks in $11B revenue for Polaris Forge 1fully leased & expanding to 1GW+ Whos next $crwv 3/ 🏗 Construction on fire: 100MW building done soon next 150MW underway. Broke ground on Polaris Forge X (300MW AI Factory)scaling to 1GW with hyperscaler (could be $MSFT) talks heating up 4/ 💰 Funding flood: $112.5M from Macquaries $5B facility + $50M for new campus + $200M Series G. CEO: Were the picks & shovels of AIs $350B gold rush"  
[X Link](https://x.com/SanCompounding/status/1976976232785777046) [@SanCompounding](/creator/x/SanCompounding) 2025-10-11T11:40Z 3138 followers, 1071 engagements


"🎯I THINK $SHOP IS THE NEXT BIG E-COMMERCE GROWTH COMPANY 👇 X. Agentic Commerce: $SHOP partners with OpenAi to allow merchants to sell directly in ChatGPT. Shopify agentic commerce is an e-commerce evolution where AI agents like those in ChatGPT handle the entire shopping process for a customer. X. Partnership with $APP For Axon AI based AD Targeting X. $SHOP partnered with Stripe Shopify merchants across XX countries will be able to accept USDC a dollar-backed stablecoin. X. $SHOP has partnered with $COIN to integrate USDC payments on the Base network making stablecoin payments available to"  
[X Link](https://x.com/SanCompounding/status/1978311049951461795) [@SanCompounding](/creator/x/SanCompounding) 2025-10-15T04:04Z 3138 followers, XXX engagements


"Exciting $BABA AI breakthrough Their new Aegaeon computing pooling system slashes Nvidia GPU usage by 82%from 1192 to just XXX H20 GPUs Aegaeon was presented at the Symposium on Operating Systems Principles (SOSP) in Seoul South Korea. Introduction to Aegaeon : Aegaeon is a multi-model serving system developed by Alibaba Cloud designed specifically for concurrent large language model (LLM) inference in model markets like Hugging Face or Alibaba Cloud Model Studio Challenges Adressed by Aegaeon : - / Over XX% of AI LLM models receive only a tiny fraction (1.35%) of requests leading to low GPU"  
[X Link](https://x.com/SanCompounding/status/1980273398157545869) [@SanCompounding](/creator/x/SanCompounding) 2025-10-20T14:02Z 3138 followers, XXX engagements


"🚨BREAKING: Stablecoin and ETH Goes Mainstream Walmart will now accept $ETH and crypto payments through OnePay Cash integrated with $COIN Walmart serves over XXX million weekly customers. Huge Adoption Tailwinds for Coinbase 🚀 $SHOP already integrating Coinbase's "Base" network and "Base Pay" (a payment service) Next cud be $AMZN"  
[X Link](https://x.com/SanCompounding/status/1980287218804494609) [@SanCompounding](/creator/x/SanCompounding) 2025-10-20T14:57Z 3138 followers, XXX engagements