[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.] #  @Beth_Kindig Beth Kindig No direct information about Beth Kindig is available, however major AI and tech companies are making significant advancements. Nvidia, AMD, and TSMC are driving growth in the AI sector, with Nvidia's CEO Jensen Huang predicting a 10x increase in Europe's AI compute capacity over the next two years. The AI chip market is expected to grow at a XX% CAGR through 2030, reaching nearly half a trillion dollars. ### Engagements: XXXXXXX [#](/creator/twitter::499993648/interactions)  - X Week XXXXXXXXX +19% - X Month XXXXXXXXX +14% - X Months XXXXXXXXXX +32% - X Year XXXXXXXXXX +17% ### Mentions: XX [#](/creator/twitter::499993648/posts_active)  - X Week XX -XX% - X Month XXX +25% - X Months XXX +19% - X Year XXXXX +25% ### Followers: XXXXXXX [#](/creator/twitter::499993648/followers)  - X Week XXXXXXX +0.15% - X Month XXXXXXX +0.61% - X Months XXXXXXX +4.10% - X Year XXXXXXX +13% ### CreatorRank: XXXXXX [#](/creator/twitter::499993648/influencer_rank)  ### Social Influence [#](/creator/twitter::499993648/influence) --- **Social category influence** [stocks](/list/stocks) #989 [technology brands](/list/technology-brands) #3529 [finance](/list/finance) #4390 [celebrities](/list/celebrities) #2321 [countries](/list/countries) XXXX% [exchanges](/list/exchanges) XXXX% [vc firms](/list/vc-firms) XXXX% [automotive brands](/list/automotive-brands) XXXX% **Social topic influence** [nvda](/topic/nvda) #8, [$nvda](/topic/$nvda) #21, [$amd](/topic/$amd) #2, [$avgo](/topic/$avgo) #1, [$tsm](/topic/$tsm) #2, [msft](/topic/msft) #5, [$msft](/topic/$msft) #4, [meta](/topic/meta) #210, [$meta](/topic/$meta) #2, [amzn](/topic/amzn) #74 **Top accounts mentioned or mentioned by** [@elenamiggiolaro](/creator/undefined) [@freesites_com](/creator/undefined) [@007ofwallst](/creator/undefined) [@majorocelot45](/creator/undefined) [@stealthseer](/creator/undefined) [@ycharts](/creator/undefined) [@thebtcminingguy](/creator/undefined) [@layla_harper_](/creator/undefined) [@abhishekramen](/creator/undefined) [@germain_franck](/creator/undefined) [@akinatorassets](/creator/undefined) [@geoffreykarren](/creator/undefined) [@samuelgrisanzio](/creator/undefined) [@poconokid18](/creator/undefined) [@rosarafael512](/creator/undefined) [@thereallcwolf](/creator/undefined) [@bitcoin_few](/creator/undefined) [@techvisionasia](/creator/undefined) [@fools_gd](/creator/undefined) [@5mmtss](/creator/undefined) **Top assets mentioned** [NVIDIA Corp. (NVDA)](/topic/$nvda) [Advanced Micro Devices (AMD)](/topic/$amd) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Microsoft Corp. (MSFT)](/topic/$msft) [Metadium (META)](/topic/$meta) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Dell Technologies, Inc. (DELL)](/topic/$dell) [Apple, Inc. (AAPL)](/topic/$aapl) [Goldman Sachs (GS)](/topic/goldman-sachs) [Micron Technology, Inc. (MU)](/topic/$mu) [QUALCOMM, Inc. (QCOM)](/topic/$qcom) [Marvell Technology Inc (MRVL)](/topic/$mrvl) [Oracle Corporation (ORCL)](/topic/$orcl) [Super Micro Computer, Inc. Common Stock (SMCI)](/topic/$smci) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [CoreWeave, Inc. (CRWV)](/topic/$crwv) [KLA Corp (KLAC)](/topic/$klac) [Texas Instruments (TXN)](/topic/$txn) [Universal Display Corp (OLED)](/topic/$oled) [United Microelectronic Corp. (UMC)](/topic/$umc) [HSBC Holdings PLC (HSBC)](/topic/$hsbc) [Hewlett Packard Enterprise Co (HPE)](/topic/$hpe) [Jabil, Inc. (JBL)](/topic/$jbl) [Arista Networks Inc (ANET)](/topic/$anet) [Astera Labs, Inc. Common Stock (ALAB)](/topic/$alab) [Roblox, Corp. (RBLX)](/topic/$rblx) [Circle Internet Group, Inc. (CRCL)](/topic/$crcl) [Mario Coin (COIN)](/topic/$coin) [Core Scientific, Inc. Common Stock (CORZ)](/topic/$corz) [Cisco Systems Inc (CSCO)](/topic/$csco) [Tesla, Inc. (TSLA)](/topic/$tsla) [Intel Corporation (INTC)](/topic/$intc) [Monolithic Power Systems, Inc. (MPWR)](/topic/$mpwr) ### Top Social Posts [#](/creator/twitter::499993648/posts) --- Top posts by engagements in the last XX hours "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](/creator/x/Beth_Kindig) on [X](/post/tweet/1943333682078486916) 2025-07-10 15:37:09 UTC 159.8K followers, 33.3K 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](/creator/x/Beth_Kindig) on [X](/post/tweet/1944126306146562277) 2025-07-12 20:06:46 UTC 159.8K followers, 75.7K 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](/creator/x/Beth_Kindig) on [X](/post/tweet/1944822426799345936) 2025-07-14 18:12:54 UTC 159.8K followers, 33.1K 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](/creator/x/Beth_Kindig) on [X](/post/tweet/1943709821707899368) 2025-07-11 16:31:48 UTC 159.8K followers, 30.3K 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](/creator/x/Beth_Kindig) on [X](/post/tweet/1943025362629201983) 2025-07-09 19:12:00 UTC 159.8K followers, 56K engagements "These stocks have the highest profit margins over the past year: Visa $V: XX% Taiwan Semiconductor $TSM: XX% Texas Instruments $TXN: XX% Broadcom $AVGO: XX% Microsoft $MSFT: XX% Universal Display $OLED: XX% Tencent $TCEHY: XX% KLA Corp $KLAC: XX% United Microelectronics $UMC: XX% Qualcomm $QCOM: XX% @ycharts"  [@Beth_Kindig](/creator/x/Beth_Kindig) on [X](/post/tweet/1686594532773892096) 2023-08-02 04:27:26 UTC 159.8K followers, 60.9K 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](/creator/x/Beth_Kindig) on [X](/post/tweet/1943344176524890446) 2025-07-10 16:18:51 UTC 159.8K followers, 27.4K 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](/creator/x/Beth_Kindig) on [X](/post/tweet/1943394829053952269) 2025-07-10 19:40:08 UTC 159.8K followers, 15.5K 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](/creator/x/Beth_Kindig) on [X](/post/tweet/1944424770025529769) 2025-07-13 15:52:45 UTC 159.8K followers, 49K 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](/creator/x/Beth_Kindig) on [X](/post/tweet/1797020319141482817) 2024-06-01 21:40:05 UTC 159.8K 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](/creator/x/Beth_Kindig) on [X](/post/tweet/1944821002849882306) 2025-07-14 18:07:14 UTC 159.8K followers, 73.8K 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](/creator/x/Beth_Kindig) on [X](/post/tweet/1943781795662541168) 2025-07-11 21:17:48 UTC 159.8K followers, 28.2K 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](/creator/x/Beth_Kindig) on [X](/post/tweet/1943400788417527979) 2025-07-10 20:03:49 UTC 159.8K followers, 25.3K 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](/creator/x/Beth_Kindig) on [X](/post/tweet/1928907163382042693) 2025-05-31 20:11:19 UTC 159.8K 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](/creator/x/Beth_Kindig) on [X](/post/tweet/1944834275573903542) 2025-07-14 18:59:59 UTC 159.8K followers, 32.6K 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](/creator/x/Beth_Kindig) on [X](/post/tweet/1942656426901659771) 2025-07-08 18:45:59 UTC 159.8K followers, 34.3K 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](/creator/x/Beth_Kindig) on [X](/post/tweet/1915740146369958125) 2025-04-25 12:10:18 UTC 159.8K followers, 22.3K 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](/creator/x/Beth_Kindig) on [X](/post/tweet/1941112257468850579) 2025-07-04 12:30:00 UTC 159.8K followers, 27.8K engagements "Samsung has reportedly passed Broadcoms $AVGO HBM3e 8-hi qualification testing though its 12-hi HBM3e is still facing challenges in passing Nvidias $NVDA qualification tests"  [@Beth_Kindig](/creator/x/Beth_Kindig) on [X](/post/tweet/1937510717927874711) 2025-06-24 13:58:47 UTC 159.8K followers, 22.8K engagements "Nvidia $NVDA has surpassed a $4T market cap becoming the first company to reach this milestone"  [@Beth_Kindig](/creator/x/Beth_Kindig) on [X](/post/tweet/1942941783823966560) 2025-07-09 13:39:54 UTC 159.8K followers, 85.1K engagements "Arista Networks $ANET reported adjusted EPS of $XXXX on revenue of $XXXX billion beating estimates for $XXXX in EPS and $XXXX billion in revenue. $ANET also announced a 4-1 split effective December X. $META $MSFT $AVGO $ALAB"  [@Beth_Kindig](/creator/x/Beth_Kindig) on [X](/post/tweet/1854632962589179978) 2024-11-07 21:12:10 UTC 159.8K followers, 38.7K 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](/creator/x/Beth_Kindig) on [X](/post/tweet/1943731015937036295) 2025-07-11 17:56:01 UTC 159.8K followers, 18.8K engagements "Data centers built or approved for construction in the US have increased 4x since 2010 now totaling 1240 facilities"  [@Beth_Kindig](/creator/x/Beth_Kindig) on [X](/post/tweet/1943020696260706600) 2025-07-09 18:53:28 UTC 159.8K followers, 31.5K 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](/creator/x/Beth_Kindig) on [X](/post/tweet/1944938944463867916) 2025-07-15 01:55:54 UTC 159.8K followers, 54.5K 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](/creator/x/Beth_Kindig) on [X](/post/tweet/1935085868374798447) 2025-06-17 21:23:17 UTC 159.8K 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](/creator/x/Beth_Kindig) on [X](/post/tweet/1931052529825333252) 2025-06-06 18:16:14 UTC 159.8K followers, 26K engagements "Amazon $AMZN and Meta $META were the top corporate buyers of clean energy in 2023 buying nearly 12GW of combined solar and wind capacity. $MSFT $GOOG"  [@Beth_Kindig](/creator/x/Beth_Kindig) on [X](/post/tweet/1770800238866976853) 2024-03-21 13:10:51 UTC 159.8K followers, 21.8K 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](/creator/x/Beth_Kindig) on [X](/post/tweet/1944768234474840304) 2025-07-14 14:37:33 UTC 159.8K followers, 16.2K 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](/creator/x/Beth_Kindig) on [X](/post/tweet/1941535041789514002) 2025-07-05 16:30:00 UTC 159.8K followers, 34.7K 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](/creator/x/Beth_Kindig) on [X](/post/tweet/1943402227030184175) 2025-07-10 20:09:32 UTC 159.8K followers, 62.1K 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](/creator/x/Beth_Kindig) on [X](/post/tweet/1935355740912529727) 2025-06-18 15:15:40 UTC 159.8K followers, 100.3K engagements "Nvidias Vera Rubin NVL576 could increase power consumption by 5x in two years versus Blackwell at up to 600kW per rack. $NVDA"  [@Beth_Kindig](/creator/x/Beth_Kindig) on [X](/post/tweet/1942228862928126107) 2025-07-07 14:27:00 UTC 159.8K followers, 65.5K 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](/creator/x/Beth_Kindig) on [X](/post/tweet/1943409320290586635) 2025-07-10 20:37:43 UTC 159.8K followers, 21.1K engagements "Last week I wrote about key insights on the AI investing trend as we head into the second half of the year. $NVDA $MSFT $GOOG $AMD"  [@Beth_Kindig](/creator/x/Beth_Kindig) on [X](/post/tweet/1942620146646016496) 2025-07-08 16:21:49 UTC 159.8K followers, 21.4K engagements "Nvidia $NVDA remained the top IC firm globally in Q1 extending its market share by X points QoQ to XX% as Blackwells ramp drove revenue higher. Qualcomm $QCOM Broadcom $AVGO and AMD $AMD took second to fourth accounting for XX% of the market combined"  [@Beth_Kindig](/creator/x/Beth_Kindig) on [X](/post/tweet/1939795315927781459) 2025-06-30 21:16:57 UTC 159.8K followers, 38.1K 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](/creator/x/Beth_Kindig) on [X](/post/tweet/1912552262221570202) 2025-04-16 17:02:47 UTC 159.8K 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](/creator/x/Beth_Kindig) on [X](/post/tweet/1942202259799957952) 2025-07-07 12:41:17 UTC 159.8K followers, 59.9K 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](/creator/x/Beth_Kindig) on [X](/post/tweet/1942015959515992089) 2025-07-07 00:21:00 UTC 159.8K followers, 37.3K 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](/creator/x/Beth_Kindig) on [X](/post/tweet/1942621197977469064) 2025-07-08 16:26:00 UTC 159.8K followers, 112.3K engagements "Marvell $MRVL is expected to report nearly XX% growth to $XXXX billion in revenue in Q1 with EPS rising XXX% to $XXXX. This comes after the chipmaker narrowed its revenue forecast from $1.875B +/- X% to +/-2% earlier this month. $AVGO $NVDA $AMD"  [@Beth_Kindig](/creator/x/Beth_Kindig) on [X](/post/tweet/1928156277017833539) 2025-05-29 18:27:34 UTC 159.8K followers, 20.1K engagements "Nvidia CEO Jensen Huang: "Were working towards a day where there will be billions of robots hundreds of millions of autonomous vehicles and hundreds of thousands of robotic factories that can be powered by Nvidia technology." $NVDA"  [@Beth_Kindig](/creator/x/Beth_Kindig) on [X](/post/tweet/1941493517219401882) 2025-07-05 13:45:00 UTC 159.8K followers, 123K engagements "Nvidias $NVDA next-generation Blackwell Ultra GB300 servers are expected to hit the market in mid-2025 featuring much faster performance and requiring fully-liquid cooled racks. $AMD $SMCI $DELL"  [@Beth_Kindig](/creator/x/Beth_Kindig) on [X](/post/tweet/1866569375630889327) 2024-12-10 19:43:12 UTC 159.8K followers, 60.4K engagements "Cisco $CSCO disclosed a 1.06M share stake in CoreWeave $CRWV worth $140M at current prices"  [@Beth_Kindig](/creator/x/Beth_Kindig) on [X](/post/tweet/1943671562780946738) 2025-07-11 13:59:46 UTC 159.8K followers, 32.2K 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](/creator/x/Beth_Kindig) on [X](/post/tweet/1943061488614412349) 2025-07-09 21:35:33 UTC 159.8K followers, 34.5K engagements "Nvidia $NVDA and Schneider Electric have unveiled an AI data center infrastructure and cooling design capable of supporting high-density GPU clusters up to XXX kW per rack. The customizable designs will be used for GB200 NVL72 servers"  [@Beth_Kindig](/creator/x/Beth_Kindig) on [X](/post/tweet/1864374520003371090) 2024-12-04 18:21:38 UTC 159.8K followers, 48.5K 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](/creator/x/Beth_Kindig) on [X](/post/tweet/1943662330337706044) 2025-07-11 13:23:05 UTC 159.8K followers, 18K 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](/creator/x/Beth_Kindig) on [X](/post/tweet/1943717482188927089) 2025-07-11 17:02:14 UTC 159.8K followers, 83.1K 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](/creator/x/Beth_Kindig) on [X](/post/tweet/1943443557907599467) 2025-07-10 22:53:46 UTC 159.8K followers, 58.6K 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](/creator/x/Beth_Kindig) on [X](/post/tweet/1925586630833779089) 2025-05-22 16:16:43 UTC 159.8K 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](/creator/x/Beth_Kindig) on [X](/post/tweet/1944091338812580274) 2025-07-12 17:47:49 UTC 159.8K followers, 63.5K engagements "Oppenheimer named Nvidia $NVDA Broadcom $AVGO Marvell $MRVL and Monolithic Power $MPWR its top picks in semis saying: Against a noisy macro/tariff backdrop we view AI as the best/safest growth vector"  [@Beth_Kindig](/creator/x/Beth_Kindig) on [X](/post/tweet/1914721814988689563) 2025-04-22 16:43:49 UTC 159.8K followers, 37.1K 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](/creator/x/Beth_Kindig) on [X](/post/tweet/1943375690574827842) 2025-07-10 18:24:05 UTC 159.8K followers, 33.8K 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](/creator/x/Beth_Kindig) on [X](/post/tweet/1944526268411900015) 2025-07-13 22:36:04 UTC 159.8K followers, 91.6K 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.]
@Beth_Kindig Beth Kindig
No direct information about Beth Kindig is available, however major AI and tech companies are making significant advancements. Nvidia, AMD, and TSMC are driving growth in the AI sector, with Nvidia's CEO Jensen Huang predicting a 10x increase in Europe's AI compute capacity over the next two years. The AI chip market is expected to grow at a XX% CAGR through 2030, reaching nearly half a trillion dollars.
Engagements: XXXXXXX #
- X Week XXXXXXXXX +19%
- X Month XXXXXXXXX +14%
- X Months XXXXXXXXXX +32%
- X Year XXXXXXXXXX +17%
Mentions: XX #
- X Week XX -XX%
- X Month XXX +25%
- X Months XXX +19%
- X Year XXXXX +25%
Followers: XXXXXXX #
- X Week XXXXXXX +0.15%
- X Month XXXXXXX +0.61%
- X Months XXXXXXX +4.10%
- X Year XXXXXXX +13%
CreatorRank: XXXXXX #
Social Influence #
Social category influence stocks #989 technology brands #3529 finance #4390 celebrities #2321 countries XXXX% exchanges XXXX% vc firms XXXX% automotive brands XXXX%
Social topic influence nvda #8, $nvda #21, $amd #2, $avgo #1, $tsm #2, msft #5, $msft #4, meta #210, $meta #2, amzn #74
Top accounts mentioned or mentioned by @elenamiggiolaro @freesites_com @007ofwallst @majorocelot45 @stealthseer @ycharts @thebtcminingguy @layla_harper_ @abhishekramen @germain_franck @akinatorassets @geoffreykarren @samuelgrisanzio @poconokid18 @rosarafael512 @thereallcwolf @bitcoin_few @techvisionasia @fools_gd @5mmtss
Top assets mentioned NVIDIA Corp. (NVDA) Advanced Micro Devices (AMD) Broadcom, Inc. (AVGO) Taiwan Semiconductor (TSM) Microsoft Corp. (MSFT) Metadium (META) Alphabet Inc Class A (GOOGL) Amazon.com, Inc. (AMZN) Dell Technologies, Inc. (DELL) Apple, Inc. (AAPL) Goldman Sachs (GS) Micron Technology, Inc. (MU) QUALCOMM, Inc. (QCOM) Marvell Technology Inc (MRVL) Oracle Corporation (ORCL) Super Micro Computer, Inc. Common Stock (SMCI) Robinhood Markets, Inc. (HOOD) CoreWeave, Inc. (CRWV) KLA Corp (KLAC) Texas Instruments (TXN) Universal Display Corp (OLED) United Microelectronic Corp. (UMC) HSBC Holdings PLC (HSBC) Hewlett Packard Enterprise Co (HPE) Jabil, Inc. (JBL) Arista Networks Inc (ANET) Astera Labs, Inc. Common Stock (ALAB) Roblox, Corp. (RBLX) Circle Internet Group, Inc. (CRCL) Mario Coin (COIN) Core Scientific, Inc. Common Stock (CORZ) Cisco Systems Inc (CSCO) Tesla, Inc. (TSLA) Intel Corporation (INTC) Monolithic Power Systems, Inc. (MPWR)
Top Social Posts #
Top posts by engagements in the last XX hours
"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 on X 2025-07-10 15:37:09 UTC 159.8K followers, 33.3K 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 on X 2025-07-12 20:06:46 UTC 159.8K followers, 75.7K 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 on X 2025-07-14 18:12:54 UTC 159.8K followers, 33.1K 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 on X 2025-07-11 16:31:48 UTC 159.8K followers, 30.3K 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 on X 2025-07-09 19:12:00 UTC 159.8K followers, 56K engagements
"These stocks have the highest profit margins over the past year: Visa $V: XX% Taiwan Semiconductor $TSM: XX% Texas Instruments $TXN: XX% Broadcom $AVGO: XX% Microsoft $MSFT: XX% Universal Display $OLED: XX% Tencent $TCEHY: XX% KLA Corp $KLAC: XX% United Microelectronics $UMC: XX% Qualcomm $QCOM: XX% @ycharts" @Beth_Kindig on X 2023-08-02 04:27:26 UTC 159.8K followers, 60.9K 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 on X 2025-07-10 16:18:51 UTC 159.8K followers, 27.4K 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 on X 2025-07-10 19:40:08 UTC 159.8K followers, 15.5K 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 on X 2025-07-13 15:52:45 UTC 159.8K followers, 49K 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 on X 2024-06-01 21:40:05 UTC 159.8K 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 on X 2025-07-14 18:07:14 UTC 159.8K followers, 73.8K 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 on X 2025-07-11 21:17:48 UTC 159.8K followers, 28.2K 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 on X 2025-07-10 20:03:49 UTC 159.8K followers, 25.3K 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 on X 2025-05-31 20:11:19 UTC 159.8K 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 on X 2025-07-14 18:59:59 UTC 159.8K followers, 32.6K 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 on X 2025-07-08 18:45:59 UTC 159.8K followers, 34.3K 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 on X 2025-04-25 12:10:18 UTC 159.8K followers, 22.3K 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 on X 2025-07-04 12:30:00 UTC 159.8K followers, 27.8K engagements
"Samsung has reportedly passed Broadcoms $AVGO HBM3e 8-hi qualification testing though its 12-hi HBM3e is still facing challenges in passing Nvidias $NVDA qualification tests" @Beth_Kindig on X 2025-06-24 13:58:47 UTC 159.8K followers, 22.8K engagements
"Nvidia $NVDA has surpassed a $4T market cap becoming the first company to reach this milestone" @Beth_Kindig on X 2025-07-09 13:39:54 UTC 159.8K followers, 85.1K engagements
"Arista Networks $ANET reported adjusted EPS of $XXXX on revenue of $XXXX billion beating estimates for $XXXX in EPS and $XXXX billion in revenue. $ANET also announced a 4-1 split effective December X. $META $MSFT $AVGO $ALAB" @Beth_Kindig on X 2024-11-07 21:12:10 UTC 159.8K followers, 38.7K 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 on X 2025-07-11 17:56:01 UTC 159.8K followers, 18.8K engagements
"Data centers built or approved for construction in the US have increased 4x since 2010 now totaling 1240 facilities" @Beth_Kindig on X 2025-07-09 18:53:28 UTC 159.8K followers, 31.5K 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 on X 2025-07-15 01:55:54 UTC 159.8K followers, 54.5K 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 on X 2025-06-17 21:23:17 UTC 159.8K 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 on X 2025-06-06 18:16:14 UTC 159.8K followers, 26K engagements
"Amazon $AMZN and Meta $META were the top corporate buyers of clean energy in 2023 buying nearly 12GW of combined solar and wind capacity. $MSFT $GOOG" @Beth_Kindig on X 2024-03-21 13:10:51 UTC 159.8K followers, 21.8K 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 on X 2025-07-14 14:37:33 UTC 159.8K followers, 16.2K 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 on X 2025-07-05 16:30:00 UTC 159.8K followers, 34.7K 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 on X 2025-07-10 20:09:32 UTC 159.8K followers, 62.1K 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 on X 2025-06-18 15:15:40 UTC 159.8K followers, 100.3K engagements
"Nvidias Vera Rubin NVL576 could increase power consumption by 5x in two years versus Blackwell at up to 600kW per rack. $NVDA" @Beth_Kindig on X 2025-07-07 14:27:00 UTC 159.8K followers, 65.5K 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 on X 2025-07-10 20:37:43 UTC 159.8K followers, 21.1K engagements
"Last week I wrote about key insights on the AI investing trend as we head into the second half of the year. $NVDA $MSFT $GOOG $AMD" @Beth_Kindig on X 2025-07-08 16:21:49 UTC 159.8K followers, 21.4K engagements
"Nvidia $NVDA remained the top IC firm globally in Q1 extending its market share by X points QoQ to XX% as Blackwells ramp drove revenue higher. Qualcomm $QCOM Broadcom $AVGO and AMD $AMD took second to fourth accounting for XX% of the market combined" @Beth_Kindig on X 2025-06-30 21:16:57 UTC 159.8K followers, 38.1K 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 on X 2025-04-16 17:02:47 UTC 159.8K 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 on X 2025-07-07 12:41:17 UTC 159.8K followers, 59.9K 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 on X 2025-07-07 00:21:00 UTC 159.8K followers, 37.3K 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 on X 2025-07-08 16:26:00 UTC 159.8K followers, 112.3K engagements
"Marvell $MRVL is expected to report nearly XX% growth to $XXXX billion in revenue in Q1 with EPS rising XXX% to $XXXX. This comes after the chipmaker narrowed its revenue forecast from $1.875B +/- X% to +/-2% earlier this month. $AVGO $NVDA $AMD" @Beth_Kindig on X 2025-05-29 18:27:34 UTC 159.8K followers, 20.1K engagements
"Nvidia CEO Jensen Huang: "Were working towards a day where there will be billions of robots hundreds of millions of autonomous vehicles and hundreds of thousands of robotic factories that can be powered by Nvidia technology." $NVDA" @Beth_Kindig on X 2025-07-05 13:45:00 UTC 159.8K followers, 123K engagements
"Nvidias $NVDA next-generation Blackwell Ultra GB300 servers are expected to hit the market in mid-2025 featuring much faster performance and requiring fully-liquid cooled racks. $AMD $SMCI $DELL" @Beth_Kindig on X 2024-12-10 19:43:12 UTC 159.8K followers, 60.4K engagements
"Cisco $CSCO disclosed a 1.06M share stake in CoreWeave $CRWV worth $140M at current prices" @Beth_Kindig on X 2025-07-11 13:59:46 UTC 159.8K followers, 32.2K 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 on X 2025-07-09 21:35:33 UTC 159.8K followers, 34.5K engagements
"Nvidia $NVDA and Schneider Electric have unveiled an AI data center infrastructure and cooling design capable of supporting high-density GPU clusters up to XXX kW per rack. The customizable designs will be used for GB200 NVL72 servers" @Beth_Kindig on X 2024-12-04 18:21:38 UTC 159.8K followers, 48.5K 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 on X 2025-07-11 13:23:05 UTC 159.8K followers, 18K 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 on X 2025-07-11 17:02:14 UTC 159.8K followers, 83.1K 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 on X 2025-07-10 22:53:46 UTC 159.8K followers, 58.6K 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 on X 2025-05-22 16:16:43 UTC 159.8K 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 on X 2025-07-12 17:47:49 UTC 159.8K followers, 63.5K engagements
"Oppenheimer named Nvidia $NVDA Broadcom $AVGO Marvell $MRVL and Monolithic Power $MPWR its top picks in semis saying: Against a noisy macro/tariff backdrop we view AI as the best/safest growth vector" @Beth_Kindig on X 2025-04-22 16:43:49 UTC 159.8K followers, 37.1K 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 on X 2025-07-10 18:24:05 UTC 159.8K followers, 33.8K 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 on X 2025-07-13 22:36:04 UTC 159.8K followers, 91.6K engagements