[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.] [@smartfinapp](/creator/twitter/smartfinapp) "3 AI Storage Plays Wall Street Still Sleeps On $MU: Memory is the new compute. Memory is the new compute. $STX: Hard drives are back. Hard drives are back. $WDC: Quietly turning into an AI inference play. Fresh upgrades from Wall Street. Chips get the glory storage gets the cash flow. Im adding $MU. What is your pick" [X Link](https://x.com/smartfinapp/status/1980215163484827663) [@smartfinapp](/creator/x/smartfinapp) 2025-10-20T10:11Z XXX followers, XXX engagements "$MSFT set up for an AI win win. Strong AI demand could lift Azure and Copilot. Soft AI cycle Core cloud and enterprise still anchor growth" [X Link](https://x.com/smartfinapp/status/1980267149781241957) [@smartfinapp](/creator/x/smartfinapp) 2025-10-20T13:37Z XXX followers, XX engagements "@Mr_Derivatives $SLV +75% feels like 2011 all over again. Only this time no ones talking about it which probably means it keeps ripping" [X Link](https://x.com/smartfinapp/status/1978336935278965022) [@smartfinapp](/creator/x/smartfinapp) 2025-10-15T05:47Z XXX followers, XXX engagements "Then vs Now: What changed in $AMD's AI thesis (2023 2025) Then: AMD GPU share was niche largely gaming/CPU business. Now: It locked multibillion GPU deals with OpenAI & Oracle + optional XX% stake option - That shift justifies re-rating the stock on AI infrastructure rather than PC cycles. I believe AMD is no longer a wait and see chip pick " [X Link](https://x.com/smartfinapp/status/1979516561850536047) [@smartfinapp](/creator/x/smartfinapp) 2025-10-18T11:55Z XXX followers, XXX engagements "Then vs Now: $NVDA Transformation (2023 2025) Then: Gaming GPUs & early AI hype. Now: The infrastructure for global AI compute. $TSM just confirmed record demand for AI chips. Every model runs through $NVDA hardware. Conviction remains sky-high" [X Link](https://x.com/smartfinapp/status/1980317840105210294) [@smartfinapp](/creator/x/smartfinapp) 2025-10-20T16:59Z XXX followers, XXX 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.]
@smartfinapp
"3 AI Storage Plays Wall Street Still Sleeps On $MU: Memory is the new compute. Memory is the new compute. $STX: Hard drives are back. Hard drives are back. $WDC: Quietly turning into an AI inference play. Fresh upgrades from Wall Street. Chips get the glory storage gets the cash flow. Im adding $MU. What is your pick"
X Link @smartfinapp 2025-10-20T10:11Z XXX followers, XXX engagements
"$MSFT set up for an AI win win. Strong AI demand could lift Azure and Copilot. Soft AI cycle Core cloud and enterprise still anchor growth"
X Link @smartfinapp 2025-10-20T13:37Z XXX followers, XX engagements
"@Mr_Derivatives $SLV +75% feels like 2011 all over again. Only this time no ones talking about it which probably means it keeps ripping"
X Link @smartfinapp 2025-10-15T05:47Z XXX followers, XXX engagements
"Then vs Now: What changed in $AMD's AI thesis (2023 2025) Then: AMD GPU share was niche largely gaming/CPU business. Now: It locked multibillion GPU deals with OpenAI & Oracle + optional XX% stake option - That shift justifies re-rating the stock on AI infrastructure rather than PC cycles. I believe AMD is no longer a wait and see chip pick "
X Link @smartfinapp 2025-10-18T11:55Z XXX followers, XXX engagements
"Then vs Now: $NVDA Transformation (2023 2025) Then: Gaming GPUs & early AI hype. Now: The infrastructure for global AI compute. $TSM just confirmed record demand for AI chips. Every model runs through $NVDA hardware. Conviction remains sky-high"
X Link @smartfinapp 2025-10-20T16:59Z XXX followers, XXX engagements
/creator/twitter::1891453795713830912/posts