[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.] [@NotesontheNoise](/creator/twitter/NotesontheNoise) "Its about $3m for a XX GPU rack of GB200. 550k GB200s is $XX billion $NVDA is cooking. But who is cooling the racks Follow for the reveal #AI #Grok"  [@NotesontheNoise](/creator/x/NotesontheNoise) on [X](/post/tweet/1947804663346016584) 2025-07-22 23:43:14 UTC XXX followers, XXX engagements "@Rocket77799 @The_AI_Investor CUDA is highly relevant for inference. Thats like saying inference doesnt require software. I too own both but weighted more to $NVDA $AMD will likely do ok but in my opinion will remain firmly second best for years to come"  [@NotesontheNoise](/creator/x/NotesontheNoise) on [X](/post/tweet/1947108998521733453) 2025-07-21 01:38:55 UTC XXX followers, XX engagements "This $NVDA partnership creates a powerful flywheel. When NVIDIA releases a new platform its blueprints and reference designs feature $VRT power and cooling solutions. This becomes the industry standard. This effectively pulls through massive demand for $VRT's entire portfolio"  [@NotesontheNoise](/creator/x/NotesontheNoise) on [X](/post/tweet/1947954424934191191) 2025-07-23 09:38:20 UTC XXX followers, XX engagements "@The_AI_Investor The compute announcements are insanely bullish. About $XXX billion worth of chips for $NVDA Who is the lesser known supplier than will benefit from every rack sold Follow for the reveal"  [@NotesontheNoise](/creator/x/NotesontheNoise) on [X](/post/tweet/1947808655770063344) 2025-07-22 23:59:06 UTC XXX followers, XXX engagements "@Rocket77799 @The_AI_Investor You should look into CUDA"  [@NotesontheNoise](/creator/x/NotesontheNoise) on [X](/post/tweet/1947094989496107049) 2025-07-21 00:43:15 UTC XXX followers, XXX engagements "This isn't just a story; it's showing up in the numbers. $VRT is at a clear financial inflection point: ✅ Accelerating revenue growth (up XX% in Q1'25) ✅ Expanding operating margins ✅ Record backlog of $XXX billion ✅Forecast upgrades"  [@NotesontheNoise](/creator/x/NotesontheNoise) on [X](/post/tweet/1947954426796458288) 2025-07-23 09:38:21 UTC XXX followers, XX engagements "No one is bullish enough on AI infrastructure stocks. $NVDA is the obvious one but there are so many more. Will be dropping some analysis on some lesser known opportunities soon follow so you dont miss them #AI"  [@NotesontheNoise](/creator/x/NotesontheNoise) on [X](/post/tweet/1947785990640456133) 2025-07-22 22:29:02 UTC XXX followers, XXX engagements "This is where $VRT comes in. They provide the two things these new "AI Factories" desperately need: X High-density power management. X Advanced liquid cooling solutions. As AI compute scales demand for their critical infrastructure becomes a structural necessity"  [@NotesontheNoise](/creator/x/NotesontheNoise) on [X](/post/tweet/1947954420769317111) 2025-07-23 09:38:19 UTC XXX followers, XX engagements "Their deepest competitive moat The NVIDIA Alliance. $VRT isn't just a supplier to $NVDA; they are a co-development partner. They help design the reference architecture for platforms like the GB200 superchip"  [@NotesontheNoise](/creator/x/NotesontheNoise) on [X](/post/tweet/1947954423046520863) 2025-07-23 09:38:20 UTC XXX followers, XX 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.]
@NotesontheNoise
"Its about $3m for a XX GPU rack of GB200. 550k GB200s is $XX billion $NVDA is cooking. But who is cooling the racks Follow for the reveal #AI #Grok"
@NotesontheNoise on X 2025-07-22 23:43:14 UTC XXX followers, XXX engagements
"@Rocket77799 @The_AI_Investor CUDA is highly relevant for inference. Thats like saying inference doesnt require software. I too own both but weighted more to $NVDA $AMD will likely do ok but in my opinion will remain firmly second best for years to come" @NotesontheNoise on X 2025-07-21 01:38:55 UTC XXX followers, XX engagements
"This $NVDA partnership creates a powerful flywheel. When NVIDIA releases a new platform its blueprints and reference designs feature $VRT power and cooling solutions. This becomes the industry standard. This effectively pulls through massive demand for $VRT's entire portfolio" @NotesontheNoise on X 2025-07-23 09:38:20 UTC XXX followers, XX engagements
"@The_AI_Investor The compute announcements are insanely bullish. About $XXX billion worth of chips for $NVDA Who is the lesser known supplier than will benefit from every rack sold Follow for the reveal" @NotesontheNoise on X 2025-07-22 23:59:06 UTC XXX followers, XXX engagements
"@Rocket77799 @The_AI_Investor You should look into CUDA" @NotesontheNoise on X 2025-07-21 00:43:15 UTC XXX followers, XXX engagements
"This isn't just a story; it's showing up in the numbers. $VRT is at a clear financial inflection point: ✅ Accelerating revenue growth (up XX% in Q1'25) ✅ Expanding operating margins ✅ Record backlog of $XXX billion ✅Forecast upgrades" @NotesontheNoise on X 2025-07-23 09:38:21 UTC XXX followers, XX engagements
"No one is bullish enough on AI infrastructure stocks. $NVDA is the obvious one but there are so many more. Will be dropping some analysis on some lesser known opportunities soon follow so you dont miss them #AI" @NotesontheNoise on X 2025-07-22 22:29:02 UTC XXX followers, XXX engagements
"This is where $VRT comes in. They provide the two things these new "AI Factories" desperately need: X High-density power management. X Advanced liquid cooling solutions. As AI compute scales demand for their critical infrastructure becomes a structural necessity" @NotesontheNoise on X 2025-07-23 09:38:19 UTC XXX followers, XX engagements
"Their deepest competitive moat The NVIDIA Alliance. $VRT isn't just a supplier to $NVDA; they are a co-development partner. They help design the reference architecture for platforms like the GB200 superchip" @NotesontheNoise on X 2025-07-23 09:38:20 UTC XXX followers, XX engagements