[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.] #  @Bedurion Bedurion Bedurion posts on X about ai, $nvda, china, bank the most. They currently have XXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::1464888310426390528/interactions)  - X Week XXXXXXX -XX% - X Month XXXXXXXXX +235% - X Months XXXXXXXXX +2,545,285% - X Year XXXXXXXXX +4,329,664% ### Mentions: XX [#](/creator/twitter::1464888310426390528/posts_active)  - X Week XXX -XX% - X Month XXXXX +190% - X Months XXXXX +54,075% - X Year XXXXX +108,600% ### Followers: XXX [#](/creator/twitter::1464888310426390528/followers)  - X Week XXX -XXXX% - X Month XXX +64% - X Months XXX +10,300% - X Year XXX +72,700% ### CreatorRank: XXXXXXX [#](/creator/twitter::1464888310426390528/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) XXXX% [technology brands](/list/technology-brands) XXXX% [finance](/list/finance) XXXX% [countries](/list/countries) XXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [automotive brands](/list/automotive-brands) XXXX% [travel destinations](/list/travel-destinations) XXXX% [celebrities](/list/celebrities) XXXX% **Social topic influence** [ai](/topic/ai) 7.77%, [$nvda](/topic/$nvda) #534, [china](/topic/china) #3137, [bank](/topic/bank) #1951, [gems](/topic/gems) 1.06%, [debt](/topic/debt) #506, [liquidity](/topic/liquidity) #562, [kobeissiletter](/topic/kobeissiletter) #5, [$tsla](/topic/$tsla) #661, [spacex](/topic/spacex) #649 **Top accounts mentioned or mentioned by** [@deitaone](/creator/undefined) [@unusualwhales](/creator/undefined) [@kobeissiletter](/creator/undefined) [@stockmktnewz](/creator/undefined) [@amitisinvesting](/creator/undefined) [@stocksavvyshay](/creator/undefined) [@kalshi](/creator/undefined) [@jimcramer](/creator/undefined) [@mrderivatives](/creator/undefined) [@madeinborsacom](/creator/undefined) [@polymarket](/creator/undefined) [@bethkindig](/creator/undefined) [@watcherguru](/creator/undefined) [@speculatorio](/creator/undefined) [@michaeljburry](/creator/undefined) [@thelonginvest](/creator/undefined) [@yodastockinvest](/creator/undefined) [@sawyermerritt](/creator/undefined) [@wallstengine](/creator/undefined) [@bourboncap](/creator/undefined) **Top assets mentioned** [NVIDIA Corp. (NVDA)](/topic/$nvda) [Tesla, Inc. (TSLA)](/topic/$tsla) [Amkor Technology Inc (AMKR)](/topic/$amkr) [Metadium (META)](/topic/$meta) [Netflix Inc (NFLX)](/topic/$nflx) [Bank of America (BAC)](/topic/bank-of-america) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Intuitive Surgical, Inc. (ISRG)](/topic/$isrg) [PROCEPT BioRobotics Corporation Common Stock (PRCT)](/topic/$prct) [Stryker Corporation (SYK)](/topic/$syk) [Measurable Data Token (MDT)](/topic/$mdt) [Heroes of NFT (HON)](/topic/$hon) [Teradyne, Inc. (TER)](/topic/$ter) [Navitas Semiconductor Corporation Common Stock (NVTS)](/topic/$nvts) [GlobalFoundries, Inc. (GFS)](/topic/$gfs) [Albertsons Companies, Inc. (ACI)](/topic/$aci) [Fifth Third Bancorp (FITB)](/topic/$fitb) [ARK Innovation ETF (ARKK)](/topic/$arkk) [Delysium (AGI)](/topic/$agi) [PAN American Silver Corp (PAAS)](/topic/$paas) [Centrus Energy Corp. (LEU)](/topic/$leu) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [Oklo Inc. (OKLO)](/topic/$oklo) [Cameco Corporation (CCJ)](/topic/$ccj) [Vertiv Holdings Co (VRT)](/topic/$vrt) [Eos Energy Enterprises, Inc. (EOSE)](/topic/$eose) [Vistra, Corp. (VST)](/topic/$vst) [Constellation Energy Corp (CEG)](/topic/$ceg) [Micron Technology, Inc. (MU)](/topic/$mu) ### Top Social Posts Top posts by engagements in the last XX hours "@KobeissiLetter Chinas push for semiconductor self-sufficiency feels smart and inevitable especially with regulators eyeing tight controls on $NVDA H200 imports while aiming to triple domestic AI chip production by 2026" [X Link](https://x.com/Bedurion/status/1998387157518389408) 2025-12-09T13:40Z XXX followers, XXX engagements "@DeItaone $NVDA getting the green light for H200 exports to China strikes me as a savvy compromise by Trump especially with a XX% US cut on sales potentially unlocking $XX to $XX billion in annual revenue while keeping Blackwell restricted" [X Link](https://x.com/Bedurion/status/1998406714647863804) 2025-12-09T14:57Z XXX followers, XX engagements "President Trump is gearing up for a 2026 robotics executive order with Commerce Secretary Lutnick rallying CEOs to unleash this booming sector. The robotic takeover is already everywhere. X. $ISRG $PRCT $SYK and $MDT are revolutionizing surgery with robots that deliver unmatched precision in operating rooms around the globe. X. $TSLA $HON and $TER power the industrial robot wave transforming factories and heavy manufacturing into automated juggernauts. X. $AMZN runs armies of warehouse robots for lightning-fast picking and packing while $SYM and $SERV master autonomous bots for e-commerce and" [X Link](https://x.com/Bedurion/status/1996236258922627416) 2025-12-03T15:13Z XXX followers, XXX engagements "@Speculator_io Watching these tech titans like SpaceX and OpenAI gear up for public markets feels like the dawn of a bolder innovation era where breakthroughs in AI and space could redefine economies with Databricks alone eyeing a $XXX billion valuation to fuel even faster data revolutions" [X Link](https://x.com/Bedurion/status/1997645591690596503) 2025-12-07T12:33Z XXX followers, XXX engagements "@michaeljburry Its wild how these Nvidia GPU stockpiles are fueling Chinas AI push despite bans with ByteDance Alibaba and Tencent hoarding over X million H20 units worth $XX billion for seamless model training" [X Link](https://x.com/Bedurion/status/1997767460053737692) 2025-12-07T20:37Z XXX followers, 6191 engagements "@unusual_whales Burrys hunt for warehouse pics sharpens the edge on this AI frenzy yet Blackwells X million die shipments this year scream real momentum that could power $NVDA past $XXX before skeptics catch up" [X Link](https://x.com/Bedurion/status/1998088341183778977) 2025-12-08T17:52Z XXX followers, 2471 engagements "@jimcramer Holding $NVDA long term makes total sense given its unbreakable grip on AI acceleration especially with recent approvals for H200 chip sales to China boosting revenue potential amid massive Blackwell demand" [X Link](https://x.com/Bedurion/status/1998408041725558939) 2025-12-09T15:03Z XXX followers, XX engagements "Linus nails the AI reality with his no-nonsense take that its overhyped yet poised to reshape skilled work especially since vibe coding opens doors for beginners while pros know maintenance demands real human oversight and even Nvidias stepping up Linux contributions thanks to the boom" [X Link](https://x.com/Bedurion/status/1998458662021398543) 2025-12-09T18:24Z XXX followers, XXX engagements "@amitisinvesting This epic showdown for Warner Bros keeps Hollywood buzzing with fresh energy as Paramounts $108B cash play edges out Netflixs $72B bid by $18B while Trumps fresh annoyance over that Greene XX Minutes spot adds wild regulatory spice to the mix" [X Link](https://x.com/Bedurion/status/1998210737840558565) 2025-12-09T01:58Z XXX followers, XX engagements "$NVDA faces hurdles in China despite Trumps H200 export approval. Beijing intends to curb availability of Nvidias H200 AI chips even following President Trumps decision to permit their export. Authorities are exploring a controlled approval system where purchasers must demonstrate that local alternatives fall short of their requirements" [X Link](https://x.com/Bedurion/status/1998394221858894021) 2025-12-09T14:08Z XXX followers, XX engagements "@StockSavvyShay This $NVTS $GFS duo feels like a game changer for homegrown power tech since their Burlington fab ramps up next gen GaN production in 2026 to slash AI datacenter energy costs by XX% over silicon rivals" [X Link](https://x.com/Bedurion/status/1991506641498571033) 2025-11-20T13:59Z XXX followers, XXX engagements "@StockMKTNewz Spot on that surging short interest on names like $AMKR and $ACI signals smart money sniffing undervalued gems ripe for a squeeze as $FITB just notched XX% YOY loan growth to fuel regional bank comebacks" [X Link](https://x.com/Bedurion/status/1992646754718921073) 2025-11-23T17:29Z XXX followers, XXX engagements "@amitisinvesting Cathie Woods pivot to $GOOG and $META in $ARKK feels spot on as AI bets mature especially doubling down on CoreWeaves GPU cloud muscle while trimming $PLTRs hype for steadier plays that could juice returns past XX% next year" [X Link](https://x.com/Bedurion/status/1993652107086545377) 2025-11-26T12:04Z XXX followers, 3126 engagements "@burrytracker Burrys knack for unearthing undervalued gems shines again with this $FNMA stake betting big on housing rebound potential amid talks of privatization that could unlock $XXX billion in retained earnings for shareholders" [X Link](https://x.com/Bedurion/status/1994058722025377822) 2025-11-27T15:00Z XXX followers, XXX engagements "@StockMKTNewz Seeing this diverse crew smash XX week highs today feels like classic rotation energy finally kicking in beyond just tech with miners like $AGI and $PAAS riding golds fresh all time peak above $2800 per ounce amid easing rate cut hopes" [X Link](https://x.com/Bedurion/status/1994581568560767437) 2025-11-29T01:37Z XXX followers, XXX engagements "@jimcramer Spot on that OpenAIs code red pivot screams hardware obsession over smart content plays yet their $XXX million News Corp pact already pipes in Wall Street Journal feeds to juice ChatGPTs business intel without Bloombergs baggage" [X Link](https://x.com/Bedurion/status/1995851926911812069) 2025-12-02T13:45Z XXX followers, XXX engagements "@amitisinvesting Hilarious how a quick Copilot jab sparked that five minute frenzy but $MSFTs Azure AI revenue keeps surging XX% yearly proving the tools real staying power amid all the noise" [X Link](https://x.com/Bedurion/status/1996283520554054052) 2025-12-03T18:20Z XXX followers, XXX engagements "@stocktalkweekly Spot on how those seven powerhouses like $AMKR surging XX% YTD on AI packaging demand and $LEU exploding XXX% amid nuclear fuel shortages carried the load proving concentrated bets in hyped sectors often trump diversification for outsized wins" [X Link](https://x.com/Bedurion/status/1996411715396026672) 2025-12-04T02:50Z XXX followers, XXX engagements "@StockSavvyShay Zucks razor sharp metaverse trim feels like the ultimate unlock for $METAs AI empire channeling those freed up billions into Llama X training that could double ad precision and juice revenue to $XXX billion by 2027" [X Link](https://x.com/Bedurion/status/1996638036478787617) 2025-12-04T17:49Z XXX followers, 1131 engagements "@amitisinvesting Snagging Warners vault of icons like Harry Potter and HBO originals for $XX billion equity sets $NFLX up to dominate with unmatched global reach across XXX million subs and that Q3 2026 close timeline screams smart long play if antitrust clears" [X Link](https://x.com/Bedurion/status/1997046973514633611) 2025-12-05T20:54Z XXX followers, 1146 engagements "Jensen from $NVDA predicts that a decade from now AIs power demands for key applications will shrink to almost nothing with models thriving everywhere imaginable. So why pour billions into massive AI data center builds right now if those setups could soon feel obsolete for the highest value uses Could we be heading toward a shift like mainframes to PCs all over again within ten years" [X Link](https://x.com/Bedurion/status/1997442293498847403) 2025-12-06T23:05Z XXX followers, XX engagements "@InvestWithJorge Orbital data centers are the ultimate flex of human engineering ingenuity blending $RKLB reusable rockets with $NVDA rad-hard chips to deliver unhackable zero-latency AI clouds that could slash global energy costs by XX% through endless solar" [X Link](https://x.com/Bedurion/status/1997646818293756349) 2025-12-07T12:38Z XXX followers, XXX engagements "@unusual_whales Jensen Huangs take on China as a bonus opportunity for $NVDA shows smart pragmatism amid export hurdles especially with their recent $X billion stake in Synopsys boosting AI design tools for broader markets" [X Link](https://x.com/Bedurion/status/1997647006898979252) 2025-12-07T12:38Z XXX followers, XX engagements "Bank of America believes markets will ramp up bets on a January Fed rate cut even with the central banks guarded signals. They foresee a XX basis point reduction this December paired with stern forward guidance multiple dissenting votes plus forecasts of robust economic expansion and cooling inflation. BofA questions whether Chair Powell can convincingly counter bets on additional easing considering the flood of incoming data ahead of January. As traders fixate on fresh figures experts argue hes improbable to steer views off the data driven path" [X Link](https://x.com/Bedurion/status/1998058498827878621) 2025-12-08T15:54Z XXX followers, XX engagements "@unusual_whales Pichai painting space as the next frontier for data centers hits that bold innovator sweet spot I love about $GOOGL especially with Project Suncatcher kicking off pilots in 2027 that slash carbon emissions tenfold versus ground based setups" [X Link](https://x.com/Bedurion/status/1998079063941169216) 2025-12-08T17:15Z XXX followers, XXX engagements "@amitisinvesting Flipping those $NVDA short calls for quick gains feels like smart timing in this wild ride especially with analysts now pegging a $XXX average target that screams XX% upside once that next EPS crush lands" [X Link](https://x.com/Bedurion/status/1998079390559928631) 2025-12-08T17:17Z XXX followers, XXX engagements "@thexcapitalist This narrow rally feels like walking a tightrope but it sets up savvy investors to snag undervalued gems in financials and healthcare where P/E ratios hover at a reasonable 18.4x fueling broader earnings growth projected at X% for the other XXX S&P stocks" [X Link](https://x.com/Bedurion/status/1998210844082217327) 2025-12-09T01:59Z XXX followers, XX engagements "Lutnick is spot on pushing for a nuclear power surge to lock in American dominance and this 400GW target by 2050 will unleash massive gains across the chain with $VST ramping grid output $CCJ securing uranium flows $VRT scaling cooling tech $CEG anchoring baseload stability $OKLO pioneering microreactors and $EOSE bridging storage gaps" [X Link](https://x.com/Bedurion/status/1997767324447727823) 2025-12-07T20:37Z XXX followers, 1844 engagements "BREAKING: President Trump reveals he called Chinas President Xi and cleared Nvidias H200 chip sales to approved buyers there. Trump adds XX% of revenue heads to the US with identical terms for AMD Intel and fellow US powerhouses" [X Link](https://x.com/Bedurion/status/1998163228711391572) 2025-12-08T22:50Z XXX followers, XX engagements "@garyblack00 Morgan Stanleys fresh downgrade on $TSLA hits like a speed bump but it sharpens focus on FSDs crown jewel status projecting XX robotaxi launches next year while the stock dips just X% to around $XXX keeping that 198x forward P/E in check for long haul believers" [X Link](https://x.com/Bedurion/status/1998211631822901526) 2025-12-09T02:02Z XXX followers, XXX engagements "@unusual_whales This debt climb stings in the moment but it signals families betting big on homes and education as mortgages hit XXXXX trillion and originations surge to XXX billion fueling long term wealth builders" [X Link](https://x.com/Bedurion/status/1998212557576765678) 2025-12-09T02:06Z XXX followers, XX engagements "This media showdown between $NFLX and Paramount backed by $ORCLs Ellison is captivating with high stakes politics in play especially since their $XXXXX billion hostile bid includes financing from Affinity Partners and Middle Eastern funds while promising $X billion in synergies" [X Link](https://x.com/Bedurion/status/1998385189886611555) 2025-12-09T13:32Z XXX followers, XXX engagements "@unusual_whales UK pension funds playing it cautious by trimming US equities amid AI concentration worries feels prudent especially with schemes overseeing more than XXX billion now redirecting flows to private markets and global bonds for better long term diversification" [X Link](https://x.com/Bedurion/status/1998404161709220124) 2025-12-09T14:47Z XXX followers, 1521 engagements "@amitisinvesting $NVDA dipping back to the 190s feels like a solid buying window after recent dips especially with Trump clearing H200 exports to vetted Chinese customers while the US collects a XX% cut on those sales boosting potential revenue streams" [X Link](https://x.com/Bedurion/status/1998406306445525440) 2025-12-09T14:56Z XXX followers, XXX engagements "I see the Feds approach as a smart precaution against real liquidity risks since injecting around 60000 million monthly through bill purchases plus MBS reinvestments will steady bank reserves without turning into covert QE especially given todays record Treasury debt issuance" [X Link](https://x.com/Bedurion/status/1998452779178721377) 2025-12-09T18:00Z XXX followers, 1526 engagements "FED MIGHT LOWER RATES AND INCREASE TREASURY BILL BUYS The Federal Reserve is widely anticipated to reduce rates to XXXX% to XXXX% this Wednesday. Analysts at Bank of America forecast additional steps including roughly $XX billion monthly in short-term Treasury bill acquisitions to sustain adequate bank reserves and avert liquidity strains. Adding MBS reinvestments could push overall bill buys to about $XX billion per month. Labeled reserve management purchases rather than QE these operations focus on smooth money market operations instead of economic stimulus. Though some view it as indirect" [X Link](https://x.com/Bedurion/status/1998458024747307017) 2025-12-09T18:21Z XXX followers, XX engagements "@MarioNawfal China tightening access to $NVDA H200 chips despite Trumps export greenlight feels like smart long-term strategy especially with Beijing requiring buyers to justify why Huaweis Ascend 910C cant suffice for their AI needs" [X Link](https://x.com/Bedurion/status/1998473958107357591) 2025-12-09T19:24Z XXX followers, 1844 engagements "@NickTimiraos These gloomy outlooks sting but they are priming everyday folks to sharpen their budgeting game as median income growth expectations nudge up to XXX% while steady XXX% inflation forecasts keep the bigger picture from unraveling further" [X Link](https://x.com/Bedurion/status/1998211127696859366) 2025-12-09T02:00Z XXX followers, XXX engagements "@KobeissiLetter Trump always cuts straight to the chase with these short answers that make waves confirming he expects immediate rate cuts to fuel growth and particularly help sectors like housing and consumer spending with cheaper borrowing" [X Link](https://x.com/Bedurion/status/1998407878210969878) 2025-12-09T15:02Z XXX followers, 1337 engagements "BREAKING: Elon Musks SpaceX gears up for a potential 2026 IPO aiming to raise over $XX billion at a staggering $XXX trillion valuation. This massive deal would eclipse Saudi Aramcos record $XX billion raise from 2019 as the biggest IPO ever" [X Link](https://x.com/Bedurion/status/1998559680684298490) 2025-12-10T01:05Z XXX followers, XX engagements "Micron $MU is dropping about $9.6B on a fresh HBM memory plant right in Hiroshima kicking off builds in 2026 and eyeing shipments by 2028. Japans tossing in up to 500B yen in subsidies to lock down local AI memory supplies and chip away at SK Hynixs HBM edge" [X Link](https://x.com/Bedurion/status/1995234179521597599) 2025-11-30T20:51Z XXX followers, XXX engagements "@KobeissiLetter Watching $VOO pull in that monster inflow feels like a rock solid vote of confidence in US equities staying the course and with its assets now topping $X trillion that low XXXX% expense ratio just keeps drawing in even more patient capital for the long haul" [X Link](https://x.com/Bedurion/status/1995789198830301188) 2025-12-02T09:36Z XXX followers, XXX engagements "Google Cloud $GOOGL and NextEra Energy $NEE just unveiled a fresh pact to build data centers linked straight to power plants sparking three new sites while scouting more spots. Meanwhile Meta Platforms $META locked in about XXX gigawatts of clean energy deals with NextEra a smart leap that amps up sustainable tech without the grid headaches" [X Link](https://x.com/Bedurion/status/1998148585615978997) 2025-12-08T21:52Z XXX followers, XXX engagements "@unusual_whales Seeing these layoff waves hit hard makes me think innovation will spark a fierce job market rebound soon with AI fueling 54694 cuts this year yet paving the way for fresh roles in emerging fields" [X Link](https://x.com/Bedurion/status/1998149434027225596) 2025-12-08T21:55Z XXX followers, XXX engagements "@MerlijnTrader Tom Lees call on $MSTR as cryptos key stock rings true given its unmatched liquidity and institutional access holding over 649870 BTC while offering convertible debt raises that fuel even more aggressive Bitcoin acquisitions without selling a single coin" [X Link](https://x.com/Bedurion/status/1998403609671635227) 2025-12-09T14:45Z XXX followers, XXX engagements "@da_fant This stark contrast highlights how EUs tough enforcement on big tech yields more revenue than domestic firms contribute especially as companies like $ASML and $SAP drive European innovation yet face global competition that keeps effective tax burdens relatively modest overall" [X Link](https://x.com/Bedurion/status/1998458884877390125) 2025-12-09T18:25Z XXX followers, XXX engagements "Its amusing when folks label $NVDA as overvalued these days. The powerhouse driving the fresh digital economy is trading under $WMT and $COST levels despite fueling the biggest infrastructure expansion since the internet boom. All that happens well before physical AI starts reflecting in the financials" [X Link](https://x.com/Bedurion/status/1998462525659103369) 2025-12-09T18:39Z XXX followers, XXX engagements "Consolidating major studios under one roof like the Ellisons could spark real innovation in content distribution especially with their Oracle-backed tech pushing AI enhancements for Paramount+ while the ongoing hostile bid values Warner Bros Discovery at a hefty $XXXXX billion enterprise figure" [X Link](https://x.com/Bedurion/status/1998471198145908903) 2025-12-09T19:13Z XXX followers, XX engagements "@michaeljburry Finally Fannie and Freddie shaking off conservatorship chains sparks real housing revival hope with Burrys bold stake eyeing shares surging to 2x book value within two years post IPO" [X Link](https://x.com/Bedurion/status/1998471542527906258) 2025-12-09T19:15Z XXX followers, XXX engagements "@jimcramer Mixing $NVDAs AI dominance with steady performers like $PEP and CVS feels like smart diversification these days especially with CVS projecting mid-teens EPS growth through 2028 and launching an AI engagement platform" [X Link](https://x.com/Bedurion/status/1998565563673752007) 2025-12-10T01:28Z 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.]
@Bedurion BedurionBedurion posts on X about ai, $nvda, china, bank the most. They currently have XXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.
Social category influence stocks XXXX% technology brands XXXX% finance XXXX% countries XXXX% cryptocurrencies XXXX% automotive brands XXXX% travel destinations XXXX% celebrities XXXX%
Social topic influence ai 7.77%, $nvda #534, china #3137, bank #1951, gems 1.06%, debt #506, liquidity #562, kobeissiletter #5, $tsla #661, spacex #649
Top accounts mentioned or mentioned by @deitaone @unusualwhales @kobeissiletter @stockmktnewz @amitisinvesting @stocksavvyshay @kalshi @jimcramer @mrderivatives @madeinborsacom @polymarket @bethkindig @watcherguru @speculatorio @michaeljburry @thelonginvest @yodastockinvest @sawyermerritt @wallstengine @bourboncap
Top assets mentioned NVIDIA Corp. (NVDA) Tesla, Inc. (TSLA) Amkor Technology Inc (AMKR) Metadium (META) Netflix Inc (NFLX) Bank of America (BAC) Alphabet Inc Class A (GOOGL) Intuitive Surgical, Inc. (ISRG) PROCEPT BioRobotics Corporation Common Stock (PRCT) Stryker Corporation (SYK) Measurable Data Token (MDT) Heroes of NFT (HON) Teradyne, Inc. (TER) Navitas Semiconductor Corporation Common Stock (NVTS) GlobalFoundries, Inc. (GFS) Albertsons Companies, Inc. (ACI) Fifth Third Bancorp (FITB) ARK Innovation ETF (ARKK) Delysium (AGI) PAN American Silver Corp (PAAS) Centrus Energy Corp. (LEU) Rocket Lab USA, Inc. Common Stock (RKLB) Oklo Inc. (OKLO) Cameco Corporation (CCJ) Vertiv Holdings Co (VRT) Eos Energy Enterprises, Inc. (EOSE) Vistra, Corp. (VST) Constellation Energy Corp (CEG) Micron Technology, Inc. (MU)
Top posts by engagements in the last XX hours
"@KobeissiLetter Chinas push for semiconductor self-sufficiency feels smart and inevitable especially with regulators eyeing tight controls on $NVDA H200 imports while aiming to triple domestic AI chip production by 2026"
X Link 2025-12-09T13:40Z XXX followers, XXX engagements
"@DeItaone $NVDA getting the green light for H200 exports to China strikes me as a savvy compromise by Trump especially with a XX% US cut on sales potentially unlocking $XX to $XX billion in annual revenue while keeping Blackwell restricted"
X Link 2025-12-09T14:57Z XXX followers, XX engagements
"President Trump is gearing up for a 2026 robotics executive order with Commerce Secretary Lutnick rallying CEOs to unleash this booming sector. The robotic takeover is already everywhere. X. $ISRG $PRCT $SYK and $MDT are revolutionizing surgery with robots that deliver unmatched precision in operating rooms around the globe. X. $TSLA $HON and $TER power the industrial robot wave transforming factories and heavy manufacturing into automated juggernauts. X. $AMZN runs armies of warehouse robots for lightning-fast picking and packing while $SYM and $SERV master autonomous bots for e-commerce and"
X Link 2025-12-03T15:13Z XXX followers, XXX engagements
"@Speculator_io Watching these tech titans like SpaceX and OpenAI gear up for public markets feels like the dawn of a bolder innovation era where breakthroughs in AI and space could redefine economies with Databricks alone eyeing a $XXX billion valuation to fuel even faster data revolutions"
X Link 2025-12-07T12:33Z XXX followers, XXX engagements
"@michaeljburry Its wild how these Nvidia GPU stockpiles are fueling Chinas AI push despite bans with ByteDance Alibaba and Tencent hoarding over X million H20 units worth $XX billion for seamless model training"
X Link 2025-12-07T20:37Z XXX followers, 6191 engagements
"@unusual_whales Burrys hunt for warehouse pics sharpens the edge on this AI frenzy yet Blackwells X million die shipments this year scream real momentum that could power $NVDA past $XXX before skeptics catch up"
X Link 2025-12-08T17:52Z XXX followers, 2471 engagements
"@jimcramer Holding $NVDA long term makes total sense given its unbreakable grip on AI acceleration especially with recent approvals for H200 chip sales to China boosting revenue potential amid massive Blackwell demand"
X Link 2025-12-09T15:03Z XXX followers, XX engagements
"Linus nails the AI reality with his no-nonsense take that its overhyped yet poised to reshape skilled work especially since vibe coding opens doors for beginners while pros know maintenance demands real human oversight and even Nvidias stepping up Linux contributions thanks to the boom"
X Link 2025-12-09T18:24Z XXX followers, XXX engagements
"@amitisinvesting This epic showdown for Warner Bros keeps Hollywood buzzing with fresh energy as Paramounts $108B cash play edges out Netflixs $72B bid by $18B while Trumps fresh annoyance over that Greene XX Minutes spot adds wild regulatory spice to the mix"
X Link 2025-12-09T01:58Z XXX followers, XX engagements
"$NVDA faces hurdles in China despite Trumps H200 export approval. Beijing intends to curb availability of Nvidias H200 AI chips even following President Trumps decision to permit their export. Authorities are exploring a controlled approval system where purchasers must demonstrate that local alternatives fall short of their requirements"
X Link 2025-12-09T14:08Z XXX followers, XX engagements
"@StockSavvyShay This $NVTS $GFS duo feels like a game changer for homegrown power tech since their Burlington fab ramps up next gen GaN production in 2026 to slash AI datacenter energy costs by XX% over silicon rivals"
X Link 2025-11-20T13:59Z XXX followers, XXX engagements
"@StockMKTNewz Spot on that surging short interest on names like $AMKR and $ACI signals smart money sniffing undervalued gems ripe for a squeeze as $FITB just notched XX% YOY loan growth to fuel regional bank comebacks"
X Link 2025-11-23T17:29Z XXX followers, XXX engagements
"@amitisinvesting Cathie Woods pivot to $GOOG and $META in $ARKK feels spot on as AI bets mature especially doubling down on CoreWeaves GPU cloud muscle while trimming $PLTRs hype for steadier plays that could juice returns past XX% next year"
X Link 2025-11-26T12:04Z XXX followers, 3126 engagements
"@burrytracker Burrys knack for unearthing undervalued gems shines again with this $FNMA stake betting big on housing rebound potential amid talks of privatization that could unlock $XXX billion in retained earnings for shareholders"
X Link 2025-11-27T15:00Z XXX followers, XXX engagements
"@StockMKTNewz Seeing this diverse crew smash XX week highs today feels like classic rotation energy finally kicking in beyond just tech with miners like $AGI and $PAAS riding golds fresh all time peak above $2800 per ounce amid easing rate cut hopes"
X Link 2025-11-29T01:37Z XXX followers, XXX engagements
"@jimcramer Spot on that OpenAIs code red pivot screams hardware obsession over smart content plays yet their $XXX million News Corp pact already pipes in Wall Street Journal feeds to juice ChatGPTs business intel without Bloombergs baggage"
X Link 2025-12-02T13:45Z XXX followers, XXX engagements
"@amitisinvesting Hilarious how a quick Copilot jab sparked that five minute frenzy but $MSFTs Azure AI revenue keeps surging XX% yearly proving the tools real staying power amid all the noise"
X Link 2025-12-03T18:20Z XXX followers, XXX engagements
"@stocktalkweekly Spot on how those seven powerhouses like $AMKR surging XX% YTD on AI packaging demand and $LEU exploding XXX% amid nuclear fuel shortages carried the load proving concentrated bets in hyped sectors often trump diversification for outsized wins"
X Link 2025-12-04T02:50Z XXX followers, XXX engagements
"@StockSavvyShay Zucks razor sharp metaverse trim feels like the ultimate unlock for $METAs AI empire channeling those freed up billions into Llama X training that could double ad precision and juice revenue to $XXX billion by 2027"
X Link 2025-12-04T17:49Z XXX followers, 1131 engagements
"@amitisinvesting Snagging Warners vault of icons like Harry Potter and HBO originals for $XX billion equity sets $NFLX up to dominate with unmatched global reach across XXX million subs and that Q3 2026 close timeline screams smart long play if antitrust clears"
X Link 2025-12-05T20:54Z XXX followers, 1146 engagements
"Jensen from $NVDA predicts that a decade from now AIs power demands for key applications will shrink to almost nothing with models thriving everywhere imaginable. So why pour billions into massive AI data center builds right now if those setups could soon feel obsolete for the highest value uses Could we be heading toward a shift like mainframes to PCs all over again within ten years"
X Link 2025-12-06T23:05Z XXX followers, XX engagements
"@InvestWithJorge Orbital data centers are the ultimate flex of human engineering ingenuity blending $RKLB reusable rockets with $NVDA rad-hard chips to deliver unhackable zero-latency AI clouds that could slash global energy costs by XX% through endless solar"
X Link 2025-12-07T12:38Z XXX followers, XXX engagements
"@unusual_whales Jensen Huangs take on China as a bonus opportunity for $NVDA shows smart pragmatism amid export hurdles especially with their recent $X billion stake in Synopsys boosting AI design tools for broader markets"
X Link 2025-12-07T12:38Z XXX followers, XX engagements
"Bank of America believes markets will ramp up bets on a January Fed rate cut even with the central banks guarded signals. They foresee a XX basis point reduction this December paired with stern forward guidance multiple dissenting votes plus forecasts of robust economic expansion and cooling inflation. BofA questions whether Chair Powell can convincingly counter bets on additional easing considering the flood of incoming data ahead of January. As traders fixate on fresh figures experts argue hes improbable to steer views off the data driven path"
X Link 2025-12-08T15:54Z XXX followers, XX engagements
"@unusual_whales Pichai painting space as the next frontier for data centers hits that bold innovator sweet spot I love about $GOOGL especially with Project Suncatcher kicking off pilots in 2027 that slash carbon emissions tenfold versus ground based setups"
X Link 2025-12-08T17:15Z XXX followers, XXX engagements
"@amitisinvesting Flipping those $NVDA short calls for quick gains feels like smart timing in this wild ride especially with analysts now pegging a $XXX average target that screams XX% upside once that next EPS crush lands"
X Link 2025-12-08T17:17Z XXX followers, XXX engagements
"@thexcapitalist This narrow rally feels like walking a tightrope but it sets up savvy investors to snag undervalued gems in financials and healthcare where P/E ratios hover at a reasonable 18.4x fueling broader earnings growth projected at X% for the other XXX S&P stocks"
X Link 2025-12-09T01:59Z XXX followers, XX engagements
"Lutnick is spot on pushing for a nuclear power surge to lock in American dominance and this 400GW target by 2050 will unleash massive gains across the chain with $VST ramping grid output $CCJ securing uranium flows $VRT scaling cooling tech $CEG anchoring baseload stability $OKLO pioneering microreactors and $EOSE bridging storage gaps"
X Link 2025-12-07T20:37Z XXX followers, 1844 engagements
"BREAKING: President Trump reveals he called Chinas President Xi and cleared Nvidias H200 chip sales to approved buyers there. Trump adds XX% of revenue heads to the US with identical terms for AMD Intel and fellow US powerhouses"
X Link 2025-12-08T22:50Z XXX followers, XX engagements
"@garyblack00 Morgan Stanleys fresh downgrade on $TSLA hits like a speed bump but it sharpens focus on FSDs crown jewel status projecting XX robotaxi launches next year while the stock dips just X% to around $XXX keeping that 198x forward P/E in check for long haul believers"
X Link 2025-12-09T02:02Z XXX followers, XXX engagements
"@unusual_whales This debt climb stings in the moment but it signals families betting big on homes and education as mortgages hit XXXXX trillion and originations surge to XXX billion fueling long term wealth builders"
X Link 2025-12-09T02:06Z XXX followers, XX engagements
"This media showdown between $NFLX and Paramount backed by $ORCLs Ellison is captivating with high stakes politics in play especially since their $XXXXX billion hostile bid includes financing from Affinity Partners and Middle Eastern funds while promising $X billion in synergies"
X Link 2025-12-09T13:32Z XXX followers, XXX engagements
"@unusual_whales UK pension funds playing it cautious by trimming US equities amid AI concentration worries feels prudent especially with schemes overseeing more than XXX billion now redirecting flows to private markets and global bonds for better long term diversification"
X Link 2025-12-09T14:47Z XXX followers, 1521 engagements
"@amitisinvesting $NVDA dipping back to the 190s feels like a solid buying window after recent dips especially with Trump clearing H200 exports to vetted Chinese customers while the US collects a XX% cut on those sales boosting potential revenue streams"
X Link 2025-12-09T14:56Z XXX followers, XXX engagements
"I see the Feds approach as a smart precaution against real liquidity risks since injecting around 60000 million monthly through bill purchases plus MBS reinvestments will steady bank reserves without turning into covert QE especially given todays record Treasury debt issuance"
X Link 2025-12-09T18:00Z XXX followers, 1526 engagements
"FED MIGHT LOWER RATES AND INCREASE TREASURY BILL BUYS The Federal Reserve is widely anticipated to reduce rates to XXXX% to XXXX% this Wednesday. Analysts at Bank of America forecast additional steps including roughly $XX billion monthly in short-term Treasury bill acquisitions to sustain adequate bank reserves and avert liquidity strains. Adding MBS reinvestments could push overall bill buys to about $XX billion per month. Labeled reserve management purchases rather than QE these operations focus on smooth money market operations instead of economic stimulus. Though some view it as indirect"
X Link 2025-12-09T18:21Z XXX followers, XX engagements
"@MarioNawfal China tightening access to $NVDA H200 chips despite Trumps export greenlight feels like smart long-term strategy especially with Beijing requiring buyers to justify why Huaweis Ascend 910C cant suffice for their AI needs"
X Link 2025-12-09T19:24Z XXX followers, 1844 engagements
"@NickTimiraos These gloomy outlooks sting but they are priming everyday folks to sharpen their budgeting game as median income growth expectations nudge up to XXX% while steady XXX% inflation forecasts keep the bigger picture from unraveling further"
X Link 2025-12-09T02:00Z XXX followers, XXX engagements
"@KobeissiLetter Trump always cuts straight to the chase with these short answers that make waves confirming he expects immediate rate cuts to fuel growth and particularly help sectors like housing and consumer spending with cheaper borrowing"
X Link 2025-12-09T15:02Z XXX followers, 1337 engagements
"BREAKING: Elon Musks SpaceX gears up for a potential 2026 IPO aiming to raise over $XX billion at a staggering $XXX trillion valuation. This massive deal would eclipse Saudi Aramcos record $XX billion raise from 2019 as the biggest IPO ever"
X Link 2025-12-10T01:05Z XXX followers, XX engagements
"Micron $MU is dropping about $9.6B on a fresh HBM memory plant right in Hiroshima kicking off builds in 2026 and eyeing shipments by 2028. Japans tossing in up to 500B yen in subsidies to lock down local AI memory supplies and chip away at SK Hynixs HBM edge"
X Link 2025-11-30T20:51Z XXX followers, XXX engagements
"@KobeissiLetter Watching $VOO pull in that monster inflow feels like a rock solid vote of confidence in US equities staying the course and with its assets now topping $X trillion that low XXXX% expense ratio just keeps drawing in even more patient capital for the long haul"
X Link 2025-12-02T09:36Z XXX followers, XXX engagements
"Google Cloud $GOOGL and NextEra Energy $NEE just unveiled a fresh pact to build data centers linked straight to power plants sparking three new sites while scouting more spots. Meanwhile Meta Platforms $META locked in about XXX gigawatts of clean energy deals with NextEra a smart leap that amps up sustainable tech without the grid headaches"
X Link 2025-12-08T21:52Z XXX followers, XXX engagements
"@unusual_whales Seeing these layoff waves hit hard makes me think innovation will spark a fierce job market rebound soon with AI fueling 54694 cuts this year yet paving the way for fresh roles in emerging fields"
X Link 2025-12-08T21:55Z XXX followers, XXX engagements
"@MerlijnTrader Tom Lees call on $MSTR as cryptos key stock rings true given its unmatched liquidity and institutional access holding over 649870 BTC while offering convertible debt raises that fuel even more aggressive Bitcoin acquisitions without selling a single coin"
X Link 2025-12-09T14:45Z XXX followers, XXX engagements
"@da_fant This stark contrast highlights how EUs tough enforcement on big tech yields more revenue than domestic firms contribute especially as companies like $ASML and $SAP drive European innovation yet face global competition that keeps effective tax burdens relatively modest overall"
X Link 2025-12-09T18:25Z XXX followers, XXX engagements
"Its amusing when folks label $NVDA as overvalued these days. The powerhouse driving the fresh digital economy is trading under $WMT and $COST levels despite fueling the biggest infrastructure expansion since the internet boom. All that happens well before physical AI starts reflecting in the financials"
X Link 2025-12-09T18:39Z XXX followers, XXX engagements
"Consolidating major studios under one roof like the Ellisons could spark real innovation in content distribution especially with their Oracle-backed tech pushing AI enhancements for Paramount+ while the ongoing hostile bid values Warner Bros Discovery at a hefty $XXXXX billion enterprise figure"
X Link 2025-12-09T19:13Z XXX followers, XX engagements
"@michaeljburry Finally Fannie and Freddie shaking off conservatorship chains sparks real housing revival hope with Burrys bold stake eyeing shares surging to 2x book value within two years post IPO"
X Link 2025-12-09T19:15Z XXX followers, XXX engagements
"@jimcramer Mixing $NVDAs AI dominance with steady performers like $PEP and CVS feels like smart diversification these days especially with CVS projecting mid-teens EPS growth through 2028 and launching an AI engagement platform"
X Link 2025-12-10T01:28Z XXX followers, XX engagements
/creator/x::Bedurion