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[@Beth_Kindig](/creator/twitter/Beth_Kindig)
"Hyperscalers are expected to command XX% of global data center capacity by 2030 per Synergy Research up from XX% last year. $MSFT $GOOG $ORCL $AMZN $META $NVDA"  
![@Beth_Kindig Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::499993648.png) [@Beth_Kindig](/creator/x/Beth_Kindig) on [X](/post/tweet/1943333682078486916) 2025-07-10 15:37:09 UTC 159.9K followers, 33.4K engagements


"AI server shipments are expected to accelerate through 2026 with Goldman Sachs projecting shipments rising XXXX% to XXXX million in 2025 before accelerating to XXXX% YoY to XXXX million in 2026. $NVDA $AMD $AVGO $MU $TSM"  
![@Beth_Kindig Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::499993648.png) [@Beth_Kindig](/creator/x/Beth_Kindig) on [X](/post/tweet/1944126306146562277) 2025-07-12 20:06:46 UTC 159.9K followers, 76.7K engagements


"Meta $META is also working on a larger cluster Hyperion that is expected to scale up to X GW over several years. $NVDA $AMD $AVGO"  
![@Beth_Kindig Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::499993648.png) [@Beth_Kindig](/creator/x/Beth_Kindig) on [X](/post/tweet/1944822426799345936) 2025-07-14 18:12:54 UTC 159.9K followers, 36.4K engagements


"TSMCs $TSM AI revenue is expected to increase from just under $XX billion in 2024 to nearly $XX billion by 2026 driven primarily by AI GPUs and CoWoS. $NVDA $AMD $AVGO"  
![@Beth_Kindig Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::499993648.png) [@Beth_Kindig](/creator/x/Beth_Kindig) on [X](/post/tweet/1943709821707899368) 2025-07-11 16:31:48 UTC 159.9K followers, 30.5K engagements


"AI data center power demand could rise more than 30x over the next decade from just X GW in 2024 to XXX GW by 2035. $NVDA $MSFT $GOOG $AMZN"  
![@Beth_Kindig Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::499993648.png) [@Beth_Kindig](/creator/x/Beth_Kindig) on [X](/post/tweet/1943025362629201983) 2025-07-09 19:12:00 UTC 159.9K followers, 56.3K engagements


"CoreWeave $CRWV says the $CORZ deal will add XXX GW of power to its footprint with X GW+ available for future expansion. $NVDA"  
![@Beth_Kindig Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::499993648.png) [@Beth_Kindig](/creator/x/Beth_Kindig) on [X](/post/tweet/1942203764334551316) 2025-07-07 12:47:16 UTC 159.9K followers, 29.1K engagements


"Though US export restrictions threaten a major market for Nvidia in China I think its a bullish demand signal for $NVDA. Below I explain why and what I see for the rest of 2025 for the AI chip leader. @technology"  
![@Beth_Kindig Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::499993648.png) [@Beth_Kindig](/creator/x/Beth_Kindig) on [X](/post/tweet/1943344176524890446) 2025-07-10 16:18:51 UTC 159.9K followers, 27.6K engagements


"AI chip startup Groq has launched its first European hub in Helsinki Finland in partnership with Equinix expanding internationally as inference demand surges. $NVDA $AMD $AVGO"  
![@Beth_Kindig Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::499993648.png) [@Beth_Kindig](/creator/x/Beth_Kindig) on [X](/post/tweet/1943394829053952269) 2025-07-10 19:40:08 UTC 159.9K followers, 15.6K engagements


"GPUs are expected to maintain the majority share of these AI server shipments at nearly XX% in 2025 and XX% in 2026. $NVDA $AMD $AVGO $DELL $SMCI"  
![@Beth_Kindig Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::499993648.png) [@Beth_Kindig](/creator/x/Beth_Kindig) on [X](/post/tweet/1944424770025529769) 2025-07-13 15:52:45 UTC 159.9K followers, 49.8K engagements


"AI is projected to send electricity demand soaring: Wells Fargo estimates AI power demand could rise from 8TWh in 2024 to XXX TWh by 2030. What are your favorite AI power consumption plays"  
![@Beth_Kindig Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::499993648.png) [@Beth_Kindig](/creator/x/Beth_Kindig) on [X](/post/tweet/1797020319141482817) 2024-06-01 21:40:05 UTC 159.9K followers, 469.6K engagements


"Meta $META CEO Mark Zuckerberg announced that the company is building multiple GW-scale data centers with the first GW cluster Prometheus expected to come online in 2026. $NVDA $AMD $AVGO"  
![@Beth_Kindig Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::499993648.png) [@Beth_Kindig](/creator/x/Beth_Kindig) on [X](/post/tweet/1944821002849882306) 2025-07-14 18:07:14 UTC 159.9K followers, 80.2K engagements


"Broadcoms $AVGO CoWoS allocation is forecast to rise XX% YoY in FY26 to 123K wafers and another XX% YoY to 177K wafers in FY27 per HSBC supporting sustainable growth at a XX% CAGR for AI revenue. $TSM $NVDA $AMD"  
![@Beth_Kindig Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::499993648.png) [@Beth_Kindig](/creator/x/Beth_Kindig) on [X](/post/tweet/1943781795662541168) 2025-07-11 21:17:48 UTC 159.9K followers, 28.5K engagements


"Global data center power demand to rise at a XX% CAGR from 2023 to 2028 accelerating from a XX% CAGR. Generative AI is a primary driver with power demand expected to grow at a XX% CAGR per BCG. $NVDA $MSFT $GOOG $AMZN $META"  
![@Beth_Kindig Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::499993648.png) [@Beth_Kindig](/creator/x/Beth_Kindig) on [X](/post/tweet/1945234342868824238) 2025-07-15 21:29:42 UTC 159.9K followers, 24.5K engagements


"Amazon $AMZN is reportedly weighing another multibillion-dollar investment in Anthropic after doubling its investment to $X billion in the AI startup last November. $GOOG $MSFT $NVDA"  
![@Beth_Kindig Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::499993648.png) [@Beth_Kindig](/creator/x/Beth_Kindig) on [X](/post/tweet/1943400788417527979) 2025-07-10 20:03:49 UTC 159.9K followers, 25.5K engagements


"Wistron says that its new US factories for Nvidias $NVDA servers will be ready for production next year as it and key Nvidia partner Foxconn expand US manufacturing footprints. $TSM $AMD"  
![@Beth_Kindig Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::499993648.png) [@Beth_Kindig](/creator/x/Beth_Kindig) on [X](/post/tweet/1928907163382042693) 2025-05-31 20:11:19 UTC 159.9K followers, 29.9K engagements


"Zuckerberg also said that Meta $META is "going to invest hundreds of billions of dollars into compute to build superintelligence.""  
![@Beth_Kindig Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::499993648.png) [@Beth_Kindig](/creator/x/Beth_Kindig) on [X](/post/tweet/1944834275573903542) 2025-07-14 18:59:59 UTC 159.9K followers, 36K engagements


"Amazons $AMZN AWS is expected to double shipments of its in-house custom silicon chips this year while deployments of Metas $META MTIA chips are expected to double by 2026 per TrendForce. $GOOG $NVDA $AVGO $MRVL $AMD"  
![@Beth_Kindig Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::499993648.png) [@Beth_Kindig](/creator/x/Beth_Kindig) on [X](/post/tweet/1942656426901659771) 2025-07-08 18:45:59 UTC 159.9K followers, 34.6K engagements


"Wistron affiliate Wiwynn Compal Electronics and Jabil $JBL are said to be submitting revised bids for AMDs $AMD AI server assembly plants it acquired with ZT Systems. AMD is reportedly aiming for $3-4B for the assets working to offload them to avoid competing with customers including $DELL and $HPE"  
![@Beth_Kindig Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::499993648.png) [@Beth_Kindig](/creator/x/Beth_Kindig) on [X](/post/tweet/1915740146369958125) 2025-04-25 12:10:18 UTC 159.9K followers, 22.3K engagements


"BlackRocks iShares Bitcoin ETF $IBIT now holds more than 700000 $BTC more than Strategys $MSTR 600000 and Fidelitys BTC ETF $FBTC with 203000"  
![@Beth_Kindig Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::499993648.png) [@Beth_Kindig](/creator/x/Beth_Kindig) on [X](/post/tweet/1945524961281470817) 2025-07-16 16:44:31 UTC 159.9K followers, 21.5K engagements


"Amazon is estimated to have around 5000000 servers deployed globally across more than XXX data centers to support cloud computing demand. $AWS"  
![@Beth_Kindig Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::499993648.png) [@Beth_Kindig](/creator/x/Beth_Kindig) on [X](/post/tweet/1941112257468850579) 2025-07-04 12:30:00 UTC 159.9K followers, 28.1K engagements


"Microsoft CEO Satya Nadella: We have more than doubled our overall data center capacity in the last three years and we have added more capacity last year than any other year in our history. $MSFT $AMZN $GOOG $META $NVDA"  
![@Beth_Kindig Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::499993648.png) [@Beth_Kindig](/creator/x/Beth_Kindig) on [X](/post/tweet/1891223772532748596) 2025-02-16 20:30:59 UTC 159.9K followers, 45.3K engagements


"Nvidia $NVDA has surpassed a $4T market cap becoming the first company to reach this milestone"  
![@Beth_Kindig Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::499993648.png) [@Beth_Kindig](/creator/x/Beth_Kindig) on [X](/post/tweet/1942941783823966560) 2025-07-09 13:39:54 UTC 159.9K followers, 85.3K engagements


"While Robinhood $HOOD has many long-term catalysts ahead as it works to unlock multi-trillion dollar opportunities waning crypto spot market volume in Q2 opens the door for near-term volatility"  
![@Beth_Kindig Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::499993648.png) [@Beth_Kindig](/creator/x/Beth_Kindig) on [X](/post/tweet/1943731015937036295) 2025-07-11 17:56:01 UTC 159.9K followers, 19K engagements


"Data centers built or approved for construction in the US have increased 4x since 2010 now totaling 1240 facilities"  
![@Beth_Kindig Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::499993648.png) [@Beth_Kindig](/creator/x/Beth_Kindig) on [X](/post/tweet/1943020696260706600) 2025-07-09 18:53:28 UTC 159.9K followers, 31.6K engagements


"Google $GOOG said it will spend $25B on AI infrastructure and data centers in the PJM grid region over the next X years and will also spend $3B modernizing two hydropower plants in Pennsylvania to meet growing AI data center power demand. $NVDA $MSFT $META $AMZN"  
![@Beth_Kindig Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::499993648.png) [@Beth_Kindig](/creator/x/Beth_Kindig) on [X](/post/tweet/1945103021764907154) 2025-07-15 12:47:53 UTC 159.9K followers, 22.4K engagements


"JP Morgan believes that Broadcom $AVGO could potentially tape out its first next-gen accelerators this year for two prospective clients believing they could be OpenAI and SoftBank/Arm $ARM. JPM also sees incremental inference demand driving Broadcoms 2027 SAM forecast higher"  
![@Beth_Kindig Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::499993648.png) [@Beth_Kindig](/creator/x/Beth_Kindig) on [X](/post/tweet/1945510954852114775) 2025-07-16 15:48:52 UTC 159.9K followers, 26.1K engagements


"Nvidia $NVDA Intel Capital $INTC and Google $GOOG are backing AI startup AI21 Labs' $300M Series D round which develops LLMs for enterprise use cases"  
![@Beth_Kindig Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::499993648.png) [@Beth_Kindig](/creator/x/Beth_Kindig) on [X](/post/tweet/1924889424036323667) 2025-05-20 18:06:16 UTC 159.9K followers, 19.7K engagements


"Nvidia $NVDA announced that it is filing applications to resell the H20 GPU in China with the US government assuring the company licenses will be granted with deliveries expected to start soon"  
![@Beth_Kindig Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::499993648.png) [@Beth_Kindig](/creator/x/Beth_Kindig) on [X](/post/tweet/1944938944463867916) 2025-07-15 01:55:54 UTC 159.9K followers, 64.7K engagements


"If Robinhoods $HOOD crypto trading volumes track the spot market in June trading volumes could fall nearly XX% QoQ which could result in a $100M QoQ decline in crypto transaction revenue in Q2. $COIN $BTC $ETH"  
![@Beth_Kindig Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::499993648.png) [@Beth_Kindig](/creator/x/Beth_Kindig) on [X](/post/tweet/1945643819396972578) 2025-07-17 00:36:49 UTC 159.9K followers, 27.4K engagements


"TSMC $TSM is expected to report record profit of NT$377.4 billion ($12.9B) in Q2 up XX% YoY after reporting Q2 revenue up XXXX% YoY to NT$933.8 billion driven by robust AI demand. $NVDA $AMD $AVGO $AAPL"  
![@Beth_Kindig Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::499993648.png) [@Beth_Kindig](/creator/x/Beth_Kindig) on [X](/post/tweet/1945617351241503019) 2025-07-16 22:51:39 UTC 159.9K followers, 27.6K engagements


"TSMCs $TSM HPC revenue rose more than XX% YoY in Q1 to over $XX billion while May saw strong AI momentum continuing to drive growth with monthly revenue up XXXX% YoY. $NVDA $AMD $AVGO"  
![@Beth_Kindig Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::499993648.png) [@Beth_Kindig](/creator/x/Beth_Kindig) on [X](/post/tweet/1935085868374798447) 2025-06-17 21:23:17 UTC 159.9K followers, 18K engagements


"With a deepening competitive moat pricing power from advanced nodes and a projected mid-40% AI revenue CAGR driving a mid-20% revenue CAGR TSMC $TSM is a must watch for any AI investor. I break down the stock its valuation and outlook below"  
![@Beth_Kindig Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::499993648.png) [@Beth_Kindig](/creator/x/Beth_Kindig) on [X](/post/tweet/1931052529825333252) 2025-06-06 18:16:14 UTC 159.9K followers, 26K engagements


"Micron said last week that it is now shipping HBM to four customers in high volume spanning GPUs and ASIC platforms with HBM4 expected to ramp in 2026. $MU"  
![@Beth_Kindig Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::499993648.png) [@Beth_Kindig](/creator/x/Beth_Kindig) on [X](/post/tweet/1941535041789514002) 2025-07-05 16:30:00 UTC 159.9K followers, 34.8K engagements


"Oracle $ORCL CEO Safra Catz was the top insider seller in Q2 unloading more than $1.8B in shares outpacing $DELL CEO Michael Dell's $1.22B in sales $AMZN Jeff Bezos' $737M and $RBLX CEO David Baszucki's $631M per Bloomberg"  
![@Beth_Kindig Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::499993648.png) [@Beth_Kindig](/creator/x/Beth_Kindig) on [X](/post/tweet/1944768234474840304) 2025-07-14 14:37:33 UTC 159.9K followers, 16.8K engagements


"TSMC $TSM reported XXXX% YoY revenue growth in June to NT$263.7 billion. This brought its Q2 revenue to approx. NT$934 billion ($32 billion) up XX% YoY and ahead of expectations for NT$928 billion per Bloomberg. $NVDA $AMD $AAPL $AVGO"  
![@Beth_Kindig Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::499993648.png) [@Beth_Kindig](/creator/x/Beth_Kindig) on [X](/post/tweet/1943402227030184175) 2025-07-10 20:09:32 UTC 159.9K followers, 62.5K engagements


"Nvidia $NVDA versus AMD $AMD -- not in terms of market share. Rather which one has the highest returns by 2028 over a 3-year period"  
![@Beth_Kindig Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::499993648.png) [@Beth_Kindig](/creator/x/Beth_Kindig) on [X](/post/tweet/1935355740912529727) 2025-06-18 15:15:40 UTC 159.9K followers, 100.4K engagements


"This week I break down a crypto and fintech leader that is unlocking a multi-trillion-dollar market opportunity. Hitting inboxes Friday morning -- get it at the link in bio. $COIN $HOOD $CRCL"  
![@Beth_Kindig Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::499993648.png) [@Beth_Kindig](/creator/x/Beth_Kindig) on [X](/post/tweet/1943409320290586635) 2025-07-10 20:37:43 UTC 159.9K followers, 21.2K engagements


"The I/O Fund has announced cumulative returns of XXX% since inception or an annualized return of 27.6%. If the I/O Fund were a hedge fund wed rank #2 ahead of Wall Streets best firms like Pershing Square Tiger Global Management and Citadel"  
![@Beth_Kindig Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::499993648.png) [@Beth_Kindig](/creator/x/Beth_Kindig) on [X](/post/tweet/1912552262221570202) 2025-04-16 17:02:47 UTC 159.9K followers, 44.8K engagements


"CoreWeave $CRWV has agreed to acquire Core Scientific $CORZ in an all-stock transaction expected to close in Q4. The exchange ratio implies a $X billion equity valuation for $CORZ or $XXXXX per share value"  
![@Beth_Kindig Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::499993648.png) [@Beth_Kindig](/creator/x/Beth_Kindig) on [X](/post/tweet/1942202259799957952) 2025-07-07 12:41:17 UTC 159.9K followers, 60K engagements


"AI servers are expected to account for XX% of the addressable market in 2030 at $XXX billion versus BofAs estimate of XX% at $XXX billion in 2025"  
![@Beth_Kindig Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::499993648.png) [@Beth_Kindig](/creator/x/Beth_Kindig) on [X](/post/tweet/1942015959515992089) 2025-07-07 00:21:00 UTC 159.9K followers, 37.4K engagements


"Meta is reportedly looking to raise $XX billion from private capital to help build AI data centers in the US with this consisting of $X billion in equity and $XX billion in debt. $META"  
![@Beth_Kindig Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::499993648.png) [@Beth_Kindig](/creator/x/Beth_Kindig) on [X](/post/tweet/1942621197977469064) 2025-07-08 16:26:00 UTC 159.9K followers, 112.4K engagements


"Google $GOOG will pay $2.4B to license tech from AI coding startup Windsurf and hire its CEO and top researchers as it works to build out agentic coding abilities within DeepMind. This comes after OpenAIs $3B acquisition of Windsurf broke down. $MSFT $AMZN $GTLB"  
![@Beth_Kindig Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::499993648.png) [@Beth_Kindig](/creator/x/Beth_Kindig) on [X](/post/tweet/1945516778727104711) 2025-07-16 16:12:00 UTC 159.9K followers, 14.4K engagements


"CoreWeave $CRWV is planning to invest up to $6B for an AI data center in Pennsylvania with an initial capacity of 100MW with potential to expand up to 300MW. $NVDA $NBIS $GOOG"  
![@Beth_Kindig Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::499993648.png) [@Beth_Kindig](/creator/x/Beth_Kindig) on [X](/post/tweet/1945229973242990617) 2025-07-15 21:12:20 UTC 159.9K followers, 25.9K engagements


"Cisco $CSCO disclosed a 1.06M share stake in CoreWeave $CRWV worth $140M at current prices"  
![@Beth_Kindig Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::499993648.png) [@Beth_Kindig](/creator/x/Beth_Kindig) on [X](/post/tweet/1943671562780946738) 2025-07-11 13:59:46 UTC 159.9K followers, 32.4K engagements


"Nvidia Microsoft and Apple are worth a combined $XXXXX trillion up more than 3x from $XXXX trillion just five years ago. $NVDA $MSFT $AAPL"  
![@Beth_Kindig Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::499993648.png) [@Beth_Kindig](/creator/x/Beth_Kindig) on [X](/post/tweet/1943061488614412349) 2025-07-09 21:35:33 UTC 159.9K followers, 34.7K engagements


"Meta $META is deepening its recent AI push now acquiring AI voice cloning startup PlayAI with its work expected to advance development of Meta AI AI Characters and wearables. $GOOG $MSFT $AMZN"  
![@Beth_Kindig Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::499993648.png) [@Beth_Kindig](/creator/x/Beth_Kindig) on [X](/post/tweet/1945587070895821078) 2025-07-16 20:51:19 UTC 159.9K followers, 18.9K engagements


"Intel $INTC is spinning out its AI robotics and biometrics venture RealSense announcing a $50M Series A funding round for the firm. $TSLA $AMZN $NVDA"  
![@Beth_Kindig Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::499993648.png) [@Beth_Kindig](/creator/x/Beth_Kindig) on [X](/post/tweet/1943662330337706044) 2025-07-11 13:23:05 UTC 159.9K followers, 18.2K engagements


"Microsoft $MSFT and Accenture $ACN are partnering to develop advanced cybersecurity tools powered by genAI focusing on security operation centers identity and access management and automating AI and data security"  
![@Beth_Kindig Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::499993648.png) [@Beth_Kindig](/creator/x/Beth_Kindig) on [X](/post/tweet/1945239701738414233) 2025-07-15 21:51:00 UTC 159.9K followers, 13.1K engagements


"ASML $ASML reported Q2 revenue of 7.7B ahead of estimates for 7.54B while bookings of 5.44B also beat estimates of 4.8B per Bloomberg. However for Q3 ASML guided for 7.4-7.9B in revenue below consensus of 8.2B. $INTC $TSM $KLAC $LRCX $AMAT"  
![@Beth_Kindig Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::499993648.png) [@Beth_Kindig](/creator/x/Beth_Kindig) on [X](/post/tweet/1945461703434457176) 2025-07-16 12:33:09 UTC 159.9K followers, 24.2K engagements


"For 2026 ASML $ASML CEO Christophe Fouquet said that "while we still prepare for growth in 2026 we cannot confirm it at this stage." $INTC $TSM $KLAC $LRCX $AMAT"  
![@Beth_Kindig Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::499993648.png) [@Beth_Kindig](/creator/x/Beth_Kindig) on [X](/post/tweet/1945465943909670975) 2025-07-16 12:50:00 UTC 159.9K followers, 15.8K engagements


"UBS projects Nvidias $NVDA NVL72 shipments at more than 27.2k this year with more than XX% of shipments occurring in the second half of the year"  
![@Beth_Kindig Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::499993648.png) [@Beth_Kindig](/creator/x/Beth_Kindig) on [X](/post/tweet/1943717482188927089) 2025-07-11 17:02:14 UTC 159.9K followers, 83.8K engagements


"I recently joined @cvpayne to discuss the rapid growth were seeing in the AI inference market and which AI stock I believe could outpace Nvidias $NVDA returns over the next 2-3 years"  
![@Beth_Kindig Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::499993648.png) [@Beth_Kindig](/creator/x/Beth_Kindig) on [X](/post/tweet/1945286804476678241) 2025-07-16 00:58:10 UTC 159.9K followers, 36.1K engagements


"For the first half of the year TSMC $TSM reported NT$1.77 trillion in revenue up XX% YoY on robust AI demand. $NVDA $AAPL $AMD $AVGO"  
![@Beth_Kindig Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::499993648.png) [@Beth_Kindig](/creator/x/Beth_Kindig) on [X](/post/tweet/1943443557907599467) 2025-07-10 22:53:46 UTC 159.9K followers, 58.9K engagements


"Chip materials manufacturer and TSMC $TSM supplier GlobalWafers is boosting its US investments to $7.5B as TSMC boosts its fab and advanced packaging presence in the US. $NVDA $AMD $AVGO $AAPL $QCOM"  
![@Beth_Kindig Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::499993648.png) [@Beth_Kindig](/creator/x/Beth_Kindig) on [X](/post/tweet/1925586630833779089) 2025-05-22 16:16:43 UTC 159.9K followers, 19.9K engagements


"UBS is projecting Nvidias $NVDA NVL72 racks to more than double sequentially to 9.44k by Q3 with Quantas output expected to rise more than XXX% QoQ and Foxconns more than XXX% QoQ"  
![@Beth_Kindig Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::499993648.png) [@Beth_Kindig](/creator/x/Beth_Kindig) on [X](/post/tweet/1944091338812580274) 2025-07-12 17:47:49 UTC 159.9K followers, 64.1K engagements


"OpenAI is reportedly planning to launch an AI-powered browser built on Google's $GOOG open-source engine Chromium in the next few weeks potentially featuring a native-ChatGPT interface or its Operator AI agent. $MSFT $NVDA"  
![@Beth_Kindig Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::499993648.png) [@Beth_Kindig](/creator/x/Beth_Kindig) on [X](/post/tweet/1943375690574827842) 2025-07-10 18:24:05 UTC 159.9K followers, 34K engagements


"Goldman Sachs sees hyperscaler capex increasing sharply through 2027 capex is projected to be $1.15T from 2025 through 2027 more than double the $477B spent from 2022 through 2024. $GOOG $MSFT $AMZN $META $NVDA"  
![@Beth_Kindig Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::499993648.png) [@Beth_Kindig](/creator/x/Beth_Kindig) on [X](/post/tweet/1944526268411900015) 2025-07-13 22:36:04 UTC 159.9K followers, 95K engagements