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[@VicInvesting](/creator/twitter/VicInvesting)
"$Amazon AWS is not as aggressive as other hyperscalers in building out its AI infrastructure. No wonder AWS revenue growth rates have been much lower than OCI Azure and GCP. I this is why $AMZN stock has been underperforming this year"  
[X Link](https://x.com/VicInvesting/status/1979279344007839823) [@VicInvesting](/creator/x/VicInvesting) 2025-10-17T20:12Z XXX followers, XXX engagements


"Considering $TSM (TSMC)s high double-digit EPS growth rates over the next three years (plus TSMC guiding AI revenue growing at a mid-40% CAGR through 2029) its forward PEs over the next three years are absurdly low. I bet TSMC will grow to over $2T by next year"  
[X Link](https://x.com/VicInvesting/status/1979281219553759374) [@VicInvesting](/creator/x/VicInvesting) 2025-10-17T20:19Z XXX followers, XXX engagements


"@The_AI_Investor Plus OpenAIs TAM is much bigger than Palantirs TAM"  
[X Link](https://x.com/VicInvesting/status/1979643811627458981) [@VicInvesting](/creator/x/VicInvesting) 2025-10-18T20:20Z XXX followers, XXX engagements


"Another misinformation from The Information to manipulate the market. Don't trust everything from the traditional news media $ORCL $NVDA"  
[X Link](https://x.com/VicInvesting/status/1980310021868290068) [@VicInvesting](/creator/x/VicInvesting) 2025-10-20T16:27Z XXX followers, XXX engagements