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# ![@AJacksonHole Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1591823062965501952.png) @AJacksonHole Action Jackson

Action Jackson posts on X about $tsm, $dri, losses, $nvda the most. They currently have XXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.

### Engagements: XXX [#](/creator/twitter::1591823062965501952/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1591823062965501952/c:line/m:interactions.svg)

- X Week XXXXX -XX%
- X Month XXXXXX -XX%
- X Months XXXXXXX -XX%
- X Year XXXXXXX +479%

### Mentions: XX [#](/creator/twitter::1591823062965501952/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1591823062965501952/c:line/m:posts_active.svg)

- X Week XX -XX%
- X Month XXX -XX%
- X Months XXX +60%
- X Year XXXXX +426%

### Followers: XXX [#](/creator/twitter::1591823062965501952/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1591823062965501952/c:line/m:followers.svg)

- X Week XXX -XXXX%
- X Month XXX -XXXX%
- X Months XXX +58%
- X Year XXX -X%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::1591823062965501952/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1591823062965501952/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1591823062965501952/influence)
---

**Social category influence**
[stocks](/list/stocks)  XXXX% [finance](/list/finance)  XXXX% [technology brands](/list/technology-brands)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX%

**Social topic influence**
[$tsm](/topic/$tsm) 0.46%, [$dri](/topic/$dri) 0.31%, [losses](/topic/losses) 0.31%, [$nvda](/topic/$nvda) 0.31%, [a very](/topic/a-very) 0.15%, [investment](/topic/investment) 0.15%, [$czr](/topic/$czr) 0.15%, [inflation](/topic/inflation) 0.15%, [beef](/topic/beef) 0.15%, [up the](/topic/up-the) XXXX%

**Top accounts mentioned or mentioned by**
[@yieldsearcher](/creator/undefined) [@mukund](/creator/undefined) [@thevalueist](/creator/undefined) [@citrini7](/creator/undefined) [@gurgavin](/creator/undefined) [@mrderivatives](/creator/undefined) [@mikealfred](/creator/undefined) [@minnemacro](/creator/undefined) [@svtechie](/creator/undefined) [@thestalwart](/creator/undefined) [@julianklymochko](/creator/undefined) [@realmeetkevin](/creator/undefined) [@lastbearstandng](/creator/undefined) [@ericjhonsa](/creator/undefined) [@renmacllc](/creator/undefined) [@hamids](/creator/undefined) [@chamath](/creator/undefined) [@bradmunchen](/creator/undefined) [@stevehou0](/creator/undefined) [@onechancefreedm](/creator/undefined)

**Top assets mentioned**
[Taiwan Semiconductor (TSM)](/topic/$tsm) [Darden Restaurants, Inc. (DRI)](/topic/$dri) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Caesars Entertainment, Inc. (CZR)](/topic/$czr) [Ethereum (ETH)](/topic/$eth) [Bitcoin (BTC)](/topic/$btc) [Solana (SOL)](/topic/$sol) [Advanced Micro Devices (AMD)](/topic/$amd) [Broadcom, Inc. (AVGO)](/topic/$avgo)
### Top Social Posts [#](/creator/twitter::1591823062965501952/posts)
---
Top posts by engagements in the last XX hours

"@insane_analyst Still a very good investment theme. I wrote about it a while back. After doing a bunch of research thinking about it myself 😅"  
[X Link](https://x.com/AJacksonHole/status/1979592539251556814) [@AJacksonHole](/creator/x/AJacksonHole) 2025-10-18T16:56Z XXX followers, XXX engagements


"Wow $CZR Caesar's Entertainment is trading at 2017 levels"  
[X Link](https://x.com/AJacksonHole/status/1968322555753718152) [@AJacksonHole](/creator/x/AJacksonHole) 2025-09-17T14:34Z XXX followers, XX engagements


"$DRI: The beef price inflation is not sustainable because the consumer cannot absorb it. There will be demand destruction if it continues"  
[X Link](https://x.com/AJacksonHole/status/1974861137914089981) [@AJacksonHole](/creator/x/AJacksonHole) 2025-10-05T15:36Z XXX followers, XXX engagements


"$DRI: We are seeing lower preference for alcohol across our restaurants"  
[X Link](https://x.com/AJacksonHole/status/1974879760795713623) [@AJacksonHole](/creator/x/AJacksonHole) 2025-10-05T16:50Z XXX followers, XXX engagements


"@HyperTechInvest Its aggressive lets see if they get the yields"  
[X Link](https://x.com/AJacksonHole/status/1975744218715791790) [@AJacksonHole](/creator/x/AJacksonHole) 2025-10-08T02:05Z XXX followers, 1324 engagements


"@RealJimChanos The cantor report is whack agreed. But still believe in the colo biz. Capable power is the constraint"  
[X Link](https://x.com/AJacksonHole/status/1978130013963596208) [@AJacksonHole](/creator/x/AJacksonHole) 2025-10-14T16:05Z XXX followers, 2355 engagements


"Bessent setting up the new world order. Is he engineering Eurodollar liquidity stress Is this the beginning of Bessent shoving stablecoins down everyones throat"  
[X Link](https://x.com/AJacksonHole/status/1978812742724190671) [@AJacksonHole](/creator/x/AJacksonHole) 2025-10-16T13:18Z XXX followers, XXX engagements


"What does the new XXX VDC power architecture mean 1) Fewer big steps closer to the load. Do one great ACDC conversion up front move it around as XXX V DC then do one last step to XX V right next to the GPUs. 2) Less copper less heat more headroom. Higher voltage means lower current which means smaller cables lower losses and room for denser hotter AI racks. 3) More brains in the power path. Youll see smarter protection monitoring and battery options tuned for high-voltage DC. $NVDA $AMD $AVGO $CRWV $NBIS $IREN"  
[X Link](https://x.com/AJacksonHole/status/1978856241892872287) [@AJacksonHole](/creator/x/AJacksonHole) 2025-10-16T16:11Z XXX followers, XX engagements


"10Y below X% and SOFR spike. Is the dollar safe again"  
[X Link](https://x.com/AJacksonHole/status/1978862630644150417) [@AJacksonHole](/creator/x/AJacksonHole) 2025-10-16T16:36Z XXX followers, XX engagements


"@mikealfred Kids don't drink anymore Mike"  
[X Link](https://x.com/AJacksonHole/status/1978863924335288390) [@AJacksonHole](/creator/x/AJacksonHole) 2025-10-16T16:41Z XXX followers, XXX engagements


"Palmer Luckey and Joe Lonsdale were approved for a new crypto focused bank called Erebor Bank. It's apparent what is happening. The era of tokenized assets is upon us. The dollar's glow up is beginning. I wrote about this last week. Link in 🧵 $ETH $BTC $SOL"  
[X Link](https://x.com/AJacksonHole/status/1978892716877504724) [@AJacksonHole](/creator/x/AJacksonHole) 2025-10-16T18:36Z XXX followers, XXX engagements


"$TSM reported a strong quarter exceeding estimates. Read my raw notes from the earnings call link in 🧵 Results ✅ Revenue $32.3B vs. $31.5B ($30.3-$32.6B) 💰 GM XXXX% vs XXXX% (55.5%-57.5%) 💰 EPS $XXXX vs. $XXXX ($0.48-0.54) Q4 Guidance ✅ Sales Guide $32.8B vs. $31.4B ✅ GM 59%-61% XX Guidance 💰 XX Sales Guide Mid-30% growth vs. XX% XX CapEx Guide $40-42B vs. $38-40B"  
[X Link](https://x.com/AJacksonHole/status/1978922250482126959) [@AJacksonHole](/creator/x/AJacksonHole) 2025-10-16T20:33Z XXX followers, XX engagements


"$TSM: Datacenter market growth could be higher than mid-40% CAGR they originally forecasted. This would aligned with Jensen's $2-3T market size estimate. $NVDA"  
[X Link](https://x.com/AJacksonHole/status/1978993374871892243) [@AJacksonHole](/creator/x/AJacksonHole) 2025-10-17T01:16Z XXX followers, XXX engagements


"@TheValueist @leopoldasch The best opinions lately have been from outside the traditional Wall Street research complex"  
[X Link](https://x.com/AJacksonHole/status/1979200223030514075) [@AJacksonHole](/creator/x/AJacksonHole) 2025-10-17T14:57Z XXX followers, XX engagements


"$TSM: We talk to our customers' customer to assess demand. And demand is robust. This corroborates the notion that OpenAI's deals with $NVDA $AMD and $AVGO is a way to secure upstream CoWoS capacity"  
[X Link](https://x.com/AJacksonHole/status/1979202282622235064) [@AJacksonHole](/creator/x/AJacksonHole) 2025-10-17T15:06Z XXX followers, XX engagements


"@insane_analyst"  
[X Link](https://x.com/AJacksonHole/status/1979593388879143077) [@AJacksonHole](/creator/x/AJacksonHole) 2025-10-18T17:00Z XXX followers, XX engagements


"@TheValueist Straight demon-mode love it"  
[X Link](https://x.com/AJacksonHole/status/1979265408411799591) [@AJacksonHole](/creator/x/AJacksonHole) 2025-10-17T19:17Z XXX followers, XXX engagements


"@yieldsearcher This is noise. They are a large company with a lot of different divisions in mature markets. They also bought VMware not too long ago and have been optimizing"  
[X Link](https://x.com/AJacksonHole/status/1979594100115665206) [@AJacksonHole](/creator/x/AJacksonHole) 2025-10-18T17:03Z XXX followers, XXX engagements


"The English however speculative fear poverty. The Frenchman shoots himself to avoid it. The American with a million speculates to win ten and if he takes losses takes a clerkship with equanimity. This freedom from sordidness is commendable but it makes a nation of the most degenerate gamesters in the world"  
[X Link](https://x.com/AJacksonHole/status/1979934567726203015) [@AJacksonHole](/creator/x/AJacksonHole) 2025-10-19T15:36Z XXX followers, XX engagements