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# ![@AnthPB Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::3013702747.png) @AnthPB Anthony Bardaro

Anthony Bardaro posts on X about $googl, open ai, has been, currency the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

### Engagements: XXXXX [#](/creator/twitter::3013702747/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3013702747/c:line/m:interactions.svg)

- X Week XXXXX -XX%
- X Month XXXXXX -XX%
- X Months XXXXXXX +38%
- X Year XXXXXXX -XX%

### Mentions: XX [#](/creator/twitter::3013702747/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3013702747/c:line/m:posts_active.svg)

- X Week XX -XX%
- X Month XXX +26%
- X Months XXX +30%
- X Year XXX -XXXX%

### Followers: XXXXX [#](/creator/twitter::3013702747/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3013702747/c:line/m:followers.svg)

- X Week XXXXX no change
- X Month XXXXX +0.71%
- X Months XXXXX +3.30%
- X Year XXXXX -XXXX%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::3013702747/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3013702747/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::3013702747/influence)
---

**Social category influence**
[stocks](/list/stocks)  XXXX% [finance](/list/finance)  XXXX% [technology brands](/list/technology-brands)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [exchanges](/list/exchanges)  XXXX% [celebrities](/list/celebrities)  XXXX% [ncaa football](/list/ncaa-football)  XXXX% [nba](/list/nba)  XXXX% [currencies](/list/currencies)  XXXX%

**Social topic influence**
[$googl](/topic/$googl) 1.26%, [open ai](/topic/open-ai) #2558, [has been](/topic/has-been) 0.84%, [currency](/topic/currency) 0.84%, [$usd](/topic/$usd) 0.84%, [meta](/topic/meta) 0.84%, [$meta](/topic/$meta) 0.84%, [all the](/topic/all-the) 0.84%, [$gddy](/topic/$gddy) 0.84%, [$eqt](/topic/$eqt) XXXX%

**Top accounts mentioned or mentioned by**
[@annotote](/creator/undefined) [@bucknsf](/creator/undefined) [@josephpolitano](/creator/undefined) [@econompic](/creator/undefined) [@scurvecap](/creator/undefined) [@sama](/creator/undefined) [@invertedfragil1](/creator/undefined) [@stratechery](/creator/undefined) [@agustinlebron3](/creator/undefined) [@taknevimnevim](/creator/undefined) [@bradsetser](/creator/undefined) [@kakashiii111](/creator/undefined) [@gavinsbaker](/creator/undefined) [@profplum99](/creator/undefined) [@cullenroche](/creator/undefined) [@fedspeak](/creator/undefined) [@mstaretfus](/creator/undefined) [@ritholtz](/creator/undefined) [@choffstein](/creator/undefined) [@downtown](/creator/undefined)

**Top assets mentioned**
[Alphabet Inc Class A (GOOGL)](/topic/$googl) [Metadium (META)](/topic/$meta) [GoDaddy, Inc. (GDDY)](/topic/$gddy) [EQT, Corp. (EQT)](/topic/$eqt) [Vistra, Corp. (VST)](/topic/$vst) [SPDR GOLD ETF (GLD)](/topic/$gld) [SPDR S&P XXX ETF Trust (SPY)](/topic/$spy) [Oracle Corporation (ORCL)](/topic/$orcl) [OwlDAO (OWL)](/topic/$owl) [Stacks (STX)](/topic/$stx) [CoStar Group, Inc. (CSGP)](/topic/$csgp) [Wixlar (WIX)](/topic/$wix)
### Top Social Posts [#](/creator/twitter::3013702747/posts)
---
Top posts by engagements in the last XX hours

"Utilities trade mainstreamed "electricity prices surging" and "datacenter energy-intensity" but energy seems like less AI derivative than main event: "supply chain has been largely solved power has become the biggest bottleneck" $googl $eqt $vst)"  
[X Link](https://x.com/AnthPB/status/1973976462102573141) [@AnthPB](/creator/x/AnthPB) 2025-10-03T05:00Z 3396 followers, 1117 engagements


"icymi the perception-reality gap in US federal government's consolidated aggregate gold holdings: ⚖ volume: 261.5M troy oz (8133.46 tons) 🤏 carrying book value: $11.04B ($42.22/oz statutory price) 😲 mark-to-market fair market value: $1.14T ($4344/oz FMV) $gld $gc_f"  
[X Link](https://x.com/AnthPB/status/1978938894486741502) [@AnthPB](/creator/x/AnthPB) 2025-10-16T21:39Z 3396 followers, XXX engagements


"update on my spicy 2025 prediction #2 how it's going ytd: ✅ "rotation into global/international equities": $acwx +14.3pp outperformance vs $spy $efa +13.2pp " " " ✅ "US forward growth expectations rerate lower": fw sales; FCF; EPS consensus estimates all down GDP growth halved ✅ "relative valuation multiples recouple 🤏" ✅ "dollar weakening reverses foreign currency headwinds": $dxy -XX% #fx"  
[X Link](https://x.com/AnthPB/status/1978943496695484579) [@AnthPB](/creator/x/AnthPB) 2025-10-16T21:57Z 3396 followers, XXX engagements


"/1 "The question for every marketplaceis whether there is overspend now in the advertising monetization model. In a perfectly efficient transaction auction model I describe overspend will go away because math is clear." wasted/redundant ad spend might wane fm agentic AI shopping auctions but Jevon's Paradox rebound effect from productivity increase like going from the "half the money I spend on advertising is wasted; the trouble is I don't know which half" era of impression-based ads to the more measurable performance-based era #AI #ecommerce $amzn $wmt"  
[X Link](https://x.com/AnthPB/status/1979065082169471112) [@AnthPB](/creator/x/AnthPB) 2025-10-17T06:00Z 3396 followers, XX engagements


"biggest inhibitor to AI productivity atm: "can't continue conversations after the context window if I am working interactively on a projectsuddenly being cut off and being forced to start a new chat" "context is the new RAM" #memory"  
[X Link](https://x.com/AnthPB/status/1977740163028537823) [@AnthPB](/creator/x/AnthPB) 2025-10-13T14:16Z 3396 followers, XXX engagements


"here's future expected funding mix for AI datacenter capex ($2.9T 2025-28) which y'all already knew was going to evolve to heavier debt composition after $meta Hyperion; $orcl; Aligned Data Centers; etc: #VC #PE #ABS"  
[X Link](https://x.com/AnthPB/status/1978885625861329076) [@AnthPB](/creator/x/AnthPB) 2025-10-16T18:07Z 3396 followers, XXX engagements


"stacks $stx (0.56) chart hanging by a thread: 🐻 bear pennant at trendline support flagpole support XXXX 🐂 MACD bull divergence best shot at reversal #technicals #crypto"  
[X Link](https://x.com/AnthPB/status/1976695326040797542) [@AnthPB](/creator/x/AnthPB) 2025-10-10T17:04Z 3396 followers, XXX engagements


".the bright side of twttr 👇😊"  
[X Link](https://x.com/AnthPB/status/1976833386884087831) [@AnthPB](/creator/x/AnthPB) 2025-10-11T02:13Z 3396 followers, XXX engagements


"Georgia's Kirby Smart faking and lying about calling a timeout ("I was clapping") bad sportsmanship and bad football karma for the rest of his career sorry I don't make the rules. #UGAvsAUB"  
[X Link](https://x.com/AnthPB/status/1977215509071622176) [@AnthPB](/creator/x/AnthPB) 2025-10-12T03:31Z 3397 followers, 3441 engagements


"@dylan522p y'all building @SemiAnalysis_ into Costar $csgp but for fabs (and datacenters) instead of CRE. #realestate"  
[X Link](https://x.com/AnthPB/status/1961617915515437071) [@AnthPB](/creator/x/AnthPB) 2025-08-30T02:32Z 3396 followers, XXX engagements


"@S_curvecap while $gddy bear case includes AI decel there's also a potential future for GoDaddy Airo (generative domain logo website content social media) handing-off to automated $meta Advantage+ and $googl PMax (ads/CAC) as the killer agentic flow $wix"  
[X Link](https://x.com/AnthPB/status/1965631498536751121) [@AnthPB](/creator/x/AnthPB) 2025-09-10T04:20Z 3396 followers, XXX engagements


"@annotote /1 .imho @sama hyping SK Hynix/Samsung deals and energy solutions ("give us a few monthsthere is a plan") means OpenAI will announce: X big model memory increase X leaning-in to MOE/router #ai"  
[X Link](https://x.com/AnthPB/status/1975999766707236910) [@AnthPB](/creator/x/AnthPB) 2025-10-08T19:00Z 3396 followers, XXX engagements


"an offseason banger: the NBA Paint Peter Rogers Celtics logo/jersey redesign crossover event"  
[X Link](https://x.com/AnthPB/status/1953653207403507742) [@AnthPB](/creator/x/AnthPB) 2025-08-08T03:03Z 3396 followers, XXX engagements


"twas a Twolves sleeper cell the whole time 😜 Pete what a joy this has been for Boston (I've bought and gifted your designs) "don't cry because it's over smile because it happened": "after designing almost XXX celtics jerseys the last X years finally gonna take a break & do victory jerseys for a new teammy local minnesota timberwolves""  
[X Link](https://x.com/AnthPB/status/1979017968110403720) [@AnthPB](/creator/x/AnthPB) 2025-10-17T02:53Z 3396 followers, XX engagements


""I love how Econ XXX says tariffs should make the dollar stronger yet the dollar falls every time new tariffs are announced" $usd $dxy) Majority of economists weren't surprised given magnitude specific Econ XXX models you're referring to predict importer currency appreciation vs exporter depreciation after conventional small percentage point increases in tariff rates (LSD/MSD) but FX depreciation for such a significant rate hike (LDD/MDD) which conveys a lot of information about effect on trade trade wars economy inflation and dollar"  
[X Link](https://x.com/AnthPB/status/1978091123311571166) [@AnthPB](/creator/x/AnthPB) 2025-10-14T13:30Z 3398 followers, XX engagements


"/2 advertising by modular 3P sellers (e.g. Thrasio) competing for conversions on 3rd party marketplaces (Amazon) won't go away when AI agents (chatGPT) start holding auctions at every point of sale if anything ecommerce has taught us that perfectly substitutable goods are exceedingly rare even among the purest of CPG brands and even then there are other deciding factors nvm all the highly differentiated products/services $amzn $wmt #OpenAI"  
[X Link](https://x.com/AnthPB/status/1979065635356164310) [@AnthPB](/creator/x/AnthPB) 2025-10-17T06:03Z 3396 followers, XX engagements


"minding context of abundant reserves regime banking system update: deposit to reserve ratio: 6.24x (highest since SVB and pandemic) 🔼 deposits: $18.5T (highest since SVB) 🔽 reserves: $3T (lowest since SVB and pandemic) 🔽 RRP: $4.124B (lowest since pandemic) 🔼 TGA: $807B (kinda normalized amidst government shutdown) demand deposits and MMF's displacing CD's and RRP $xlf $kre $kbe #banks"  
[X Link](https://x.com/AnthPB/status/1978117576497533193) [@AnthPB](/creator/x/AnthPB) 2025-10-14T15:15Z 3396 followers, XXX engagements


"@S_curvecap regardless in btwn bear case and bull case is base case in which $gddy: GARP HSD/LDD ARPU customer growth inflecting up 2025h2 (after strategic shedding low-value users) $3B buyback (after fully diluted shares -XX% since 2022) CAC advantage (60% direct traffic)"  
[X Link](https://x.com/AnthPB/status/1965632294208897253) [@AnthPB](/creator/x/AnthPB) 2025-09-10T04:23Z 3398 followers, XX engagements


"like clockwork #timestamp from later in the day: "QT endgame gains urgency as Fed's RRP usage nears zero and Fed's balance sheet shrinks from $9T to $6.6T Powell said signs have begun to emerge that liquidity conditions are gradually tightening including a general firming of repo rates along with more noticeable but temporary pressures on selected dates""  
[X Link](https://x.com/AnthPB/status/1978318667818443011) [@AnthPB](/creator/x/AnthPB) 2025-10-15T04:35Z 3396 followers, XXX engagements