[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.]

[@lokoyacap](/creator/twitter/lokoyacap)
"ANTHROPIC PROJECTS AS MUCH AS $XX BILLION IN ANNUALIZED REVENUE IN 2026: SOURCES"  
[X Link](https://x.com/lokoyacap/status/1978505840098230741) [@lokoyacap](/creator/x/lokoyacap) 2025-10-15T16:58Z 3790 followers, 69.8K engagements


"So The Disinformation was only 2000 bps off on $orcl IaaS GMs"  
[X Link](https://x.com/lokoyacap/status/1978936391410016389) [@lokoyacap](/creator/x/lokoyacap) 2025-10-16T21:29Z 3790 followers, 4506 engagements


"Can we get a @Polymarket on a Xi/Jensen meeting"  
[X Link](https://x.com/lokoyacap/status/1979884459010011534) [@lokoyacap](/creator/x/lokoyacap) 2025-10-19T12:16Z 3790 followers, 1226 engagements


"Reminder: $tsm cycle times are 4-6 months. None of the recent surge in DC-related ordering can even flow into their P&L until next Spring or so"  
[X Link](https://x.com/lokoyacap/status/1978779784579588218) [@lokoyacap](/creator/x/lokoyacap) 2025-10-16T11:07Z 3784 followers, 8131 engagements


"Interesting logo addition to $orcl opening slides today in light of $nvda's midday PR on Monday"  
[X Link](https://x.com/lokoyacap/status/1978894866508583210) [@lokoyacap](/creator/x/lokoyacap) 2025-10-16T18:44Z 3777 followers, 2171 engagements


"@45thCap They did and the $orcl slide today was the tell"  
[X Link](https://x.com/lokoyacap/status/1978906402019013013) [@lokoyacap](/creator/x/lokoyacap) 2025-10-16T19:30Z 3777 followers, XXX engagements


"Hilariously One silver lining in Oracles GPU business is the amount of revenue it is generating from older generations of Nvidia chips such as the Ampere chips that came out in 2020. Those chips appear to be helping Oracles margins while newer versions of Nvidia chips strain them is probably the most bullish datapt on the actual (vs theoretical) useful life of $nvda silicon Ive seen anywhere maybe ever. Theyre still printing it on Ampere"  
[X Link](https://x.com/lokoyacap/status/1975589229825601700) [@lokoyacap](/creator/x/lokoyacap) 2025-10-07T15:49Z 3790 followers, 49.5K engagements


"@S_curvecap @MadsPosting Thats actually genius. Brb going to get some donuts now"  
[X Link](https://x.com/lokoyacap/status/1979871188320243988) [@lokoyacap](/creator/x/lokoyacap) 2025-10-19T11:24Z 3790 followers, XXX engagements


"Why is no one in tech talking about the possibility that the $3T+ private credit mkt could cover a fairly material chunk of total hyperscale+neocloud AI DC funding needs Kinda big deal no"  
[X Link](https://x.com/lokoyacap/status/1979964477660332444) [@lokoyacap](/creator/x/lokoyacap) 2025-10-19T17:34Z 3790 followers, 3886 engagements


"@r33nd3r You indirectly proved my pt. The private credit mkt didnt magically spawn in the last few week"  
[X Link](https://x.com/lokoyacap/status/1979965436184719617) [@lokoyacap](/creator/x/lokoyacap) 2025-10-19T17:38Z 3790 followers, XXX engagements


"$ms is already all over it"  
[X Link](https://x.com/lokoyacap/status/1979966572480360636) [@lokoyacap](/creator/x/lokoyacap) 2025-10-19T17:43Z 3790 followers, 1044 engagements


"$wulf is barely $5B mkt cap and was 4X oversubscribed for a $3.2B bond deal last week: Investors flooded the $3.2b 5-year bond offering by crypto mining company Terawulf with orders of more than $10b"  
[X Link](https://x.com/lokoyacap/status/1979986029483294884) [@lokoyacap](/creator/x/lokoyacap) 2025-10-19T19:00Z 3790 followers, XXX engagements