[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 Nvidia is experiencing high demand for its AI chips, with reports of a bottleneck in power supply and a massive $XXXX billion agreement with CoreWeave to support AI cloud infrastructure. The company's data center revenue is expected to surge, with estimates suggesting it could reach $XXX billion in fiscal 2027. Major tech companies, including Amazon, Microsoft, and Oracle, are investing heavily in AI infrastructure, with significant deals and partnerships announced recently. ### Engagements: XXXXXXX [#](/creator/twitter::499993648/interactions)  - X Week XXXXXXXXX -XXXX% - X Month XXXXXXXXX +20% - X Months XXXXXXXXXX +5.70% - X Year XXXXXXXXXX -XX% ### Mentions: XX [#](/creator/twitter::499993648/posts_active)  - X Week XX -XXXX% - X Month XXX -XX% - X Months XXXXX +3% - X Year XXXXX -XX% ### Followers: XXXXXXX [#](/creator/twitter::499993648/followers)  - X Week XXXXXXX +0.26% - X Month XXXXXXX +1.80% - X Months XXXXXXX +6.90% - X Year XXXXXXX +12% ### CreatorRank: XXXXXXX [#](/creator/twitter::499993648/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) #1126 [technology brands](/list/technology-brands) #7339 [finance](/list/finance) #5942 [cryptocurrencies](/list/cryptocurrencies) #1145 [countries](/list/countries) XXXX% [exchanges](/list/exchanges) XXXX% [fashion brands](/list/fashion-brands) XXXX% **Social topic influence** [$nvda](/topic/$nvda) #48, [ai](/topic/ai) #2091, [$goog](/topic/$goog) #3, [$amzn](/topic/$amzn) #18, [$amd](/topic/$amd) #93, [$msft](/topic/$msft) #1, [nvda](/topic/nvda) #137, [$avgo](/topic/$avgo) #153, [$orcl](/topic/$orcl) #16, [$mu](/topic/$mu) #75 **Top accounts mentioned or mentioned by** [@fees75](/creator/undefined) [@teshen8lin](/creator/undefined) [@bedurion](/creator/undefined) [@moe_0079](/creator/undefined) [@grok](/creator/undefined) [@tonitrades_](/creator/undefined) [@jeffw008](/creator/undefined) [@brkmystery](/creator/undefined) [@loubasenese](/creator/undefined) [@thetechinvest](/creator/undefined) [@william_r2rclub](/creator/undefined) [@geekvsmachine](/creator/undefined) [@john70930858164](/creator/undefined) [@fllw_the_light](/creator/undefined) [@majorocelot45](/creator/undefined) [@ricardo_celini](/creator/undefined) [@railwayinvestor](/creator/undefined) [@truedat999](/creator/undefined) [@kei3ri2](/creator/undefined) [@mirsblog](/creator/undefined) **Top assets mentioned** [NVIDIA Corp. (NVDA)](/topic/$nvda) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Advanced Micro Devices (AMD)](/topic/$amd) [Microsoft Corp. (MSFT)](/topic/$msft) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Oracle Corporation (ORCL)](/topic/$orcl) [Micron Technology, Inc. (MU)](/topic/$mu) [Marvell Technology Inc (MRVL)](/topic/$mrvl) [Snowflake, Inc. (SNOW)](/topic/$snow) [Bitcoin (BTC)](/topic/bitcoin) [Morgan Stanley (MS)](/topic/morgan-stanley) [MongoDB, Inc. (MDB)](/topic/$mdb) [Applied Blockchain, Inc. Common Stock (APLD)](/topic/$apld) [IREN Limited (IREN)](/topic/$iren) [Alibaba Group (BABA)](/topic/$baba) [TeraWulf Inc. (WULF)](/topic/$wulf) [Dell Technologies, Inc. (DELL)](/topic/dell) [Super Micro Computer, Inc. Common Stock (SMCI)](/topic/$smci) [Metadium (META)](/topic/$meta) [IBM (IBM)](/topic/ibm) [Confluent, Inc. Class A Common Stock (CFLT)](/topic/$cflt) [Bloom Energy Corporation (BE)](/topic/$be) [Goldman Sachs (GS)](/topic/goldman-sachs) [Heroes of NFT (HON)](/topic/$hon) [Honeywell International Inc (HON)](/topic/honeywell) [Hewlett Packard Enterprise Co (HPE)](/topic/$hpe) [Synopsys, Inc. (SNPS)](/topic/$snps) [NextEra Energy Inc (NEE)](/topic/$nee) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) ### Top Social Posts Top posts by engagements in the last XX hours "Nvidia's $NVDA shift to LPDDR memory for servers could cause server-memory chip prices to double by the end next year per Counterpoint Research. $AMD $MU" [X Link](https://x.com/Beth_Kindig/status/1994879534932660681) 2025-11-29T21:21Z 169.8K followers, 106.1K engagements "Marvell $MRVL confirmed that it is acquiring optical interconnect startup Celestial AI for $XXXX billion including $X billion in cash and 27.2M shares. Marvell expects "meaningful revenue contributions" from Celestial AI reaching a $500M annualized run rate in Q4 FY28 and doubling to a $1B run rate by Q4 FY29. $AMZN $AVGO $NVDA" [X Link](https://x.com/Beth_Kindig/status/1995996924432838720) 2025-12-02T23:22Z 169.8K followers, 30.1K engagements "I believe the greatest risk is not that of an AI bubble or other speculative fears circling Nvidia $NVDA but rather that investors miss out on what may be one of the strongest investing opportunities of our lifetime. I break down what this opportunity is in this weeks newsletter link in bio" [X Link](https://x.com/Beth_Kindig/status/1996604218950492586) 2025-12-04T15:35Z 169.8K followers, 66.1K engagements "IBM $IBM is buying Confluent $CFLT for $XX billion in an all-cash deal in a move aimed at strengthening IBM's AI and cloud services portfolio" [X Link](https://x.com/Beth_Kindig/status/1998050726027911430) 2025-12-08T15:23Z 169.8K followers, 26.6K engagements "This is another increase to Databricks 2025 revenue projections with revenue last projected between $3.8-$4 billion in September. However gross margin is expected to contract to XX% down from a prior view for XX% on increased usage of AI products. $SNOW $AMZN $MDB" [X Link](https://x.com/Beth_Kindig/status/1995977652096872784) 2025-12-02T22:05Z 169.8K followers, 27.1K engagements "Snowflake $SNOW announced a $XXX million multi-year deal with Anthropic integrating its Claude models on Snowflake's platform to help enterprises build and deploy AI agents. $AMZN $MSFT $GOOG" [X Link](https://x.com/Beth_Kindig/status/1996356427397656899) 2025-12-03T23:10Z 169.8K followers, 22.3K engagements "Nvidias $NVDA results provide a strong message that AI is not in a bubble. While many are busy debating this point we are laser focused onidentifyingthe companies that are going tobenefitfrom the monetization of AI. For a limited time we are offering $XXX off on our Advancedtierwithreal-time trade alerts webinars deepdivesand access to our portfolio. This Black Friday deal expiressoononDecember 8th" [X Link](https://x.com/Beth_Kindig/status/1997023492441886799) 2025-12-05T19:21Z 169.8K followers, 27.7K engagements "BloombergNEF now projects data center power demand in the US will reach 106GW by 2035 a XX% increase compared to its projection from just seven months ago. $MSFT $AMZN $GOOG $ORCL $NVDA" [X Link](https://x.com/Beth_Kindig/status/1997063775308882419) 2025-12-05T22:01Z 169.8K followers, 24.6K engagements "AI training and inference are projected to account for almost XX% of the US total data center capacity by 2035 per BloombergNEF driving data center utilization XX points higher from XX% to 69%. $NVDA $AMD $MSFT $GOOG $AMZN $ORCL" [X Link](https://x.com/Beth_Kindig/status/1997697548245750055) 2025-12-07T15:59Z 169.8K followers, 28.2K engagements "The firm estimates that time to power solutions could help bridge the gap with 15-20GW from gas turbines 5-8GW from fuel cells and 10-15GW from Bitcoin sites. $BE $IREN $APLD $NVDA" [X Link](https://x.com/Beth_Kindig/status/1997759533301870727) 2025-12-07T20:06Z 169.8K followers, 110.7K engagements "This year my firm has XX positions beating the Nasdaq YTD up from ten positions last year helping to cement the I/O Fund as one of the worlds leading AI portfolios. Our cumulative return of XXX% over a five-year period would rank us #2 if we were a hedge fund and #5 if we were an ETF notably this strong cumulative return does not yet include our 2025 performance. For a limited time we are offering $XXX off on our Advanced tier with real-time trade alerts webinars deep dives and access to our portfolio. This Black Friday deal expires soon on December 8th" [X Link](https://x.com/Beth_Kindig/status/1998059406819258486) 2025-12-08T15:57Z 169.8K followers, 40.6K engagements "Databricks is in talks to raise $X billion at a $XXX billion valuation or approximately 32x its projected 2025 revenue of $XXX billion. $SNOW $AMZN $MDB" [X Link](https://x.com/Beth_Kindig/status/1995966657051983896) 2025-12-02T21:21Z 169.8K followers, 45.5K engagements "Samsung is said to be in discussions with Nvidia $NVDA over HBM4 pricing with reports suggesting the next-gen HBM will be priced in parity with SK Hynix in the mid-$500 range up more than XX% from SK Hynixs HBM3e in the mid-$300 range. $MU" [X Link](https://x.com/Beth_Kindig/status/1996616064575410668) 2025-12-04T16:22Z 169.8K followers, 22.7K engagements "Morgan Stanley now projects data centers needing 72GW of power from 2025 through 2028 with the potential power shortfall widening from 44GW to 47GW. $MSFT $AMZN $GOOG $ORCL" [X Link](https://x.com/Beth_Kindig/status/1997746367423479944) 2025-12-07T19:13Z 169.8K followers, 186.7K engagements "Alibaba $BABA CEO Eddie Wu said that Alibaba Cloud server infrastructure is seriously lagging behind the growth rate of customer orders. Our backlog of orders continues to expand" [X Link](https://x.com/Beth_Kindig/status/1998426874494513572) 2025-12-09T16:17Z 169.8K followers, 51.7K 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" [X Link](https://x.com/Beth_Kindig/status/1797020319141482817) 2024-06-01T21:40Z 169.7K followers, 469.8K engagements "SK Hynix is planning to invest $75B in chips through 2028 with XX% allocated to HBM as it works to capitalize on surging AI chip demand. $MU $NVDA $AMD" [X Link](https://x.com/Beth_Kindig/status/1809596413367427528) 2024-07-06T14:33Z 169.7K followers, 33.2K 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" [X Link](https://x.com/Beth_Kindig/status/1864374520003371090) 2024-12-04T18:21Z 169.7K followers, 48.7K engagements "HBM demand from GPUs is expected to rise XX% YoY in 2026 while ASICs demand is projected to surge XX% taking its share of the market up to XX% per Goldman Sachs. $NVDA $AMD $AVGO $MRVL $MU" [X Link](https://x.com/Beth_Kindig/status/1951764852332216709) 2025-08-02T21:59Z 169.7K followers, 59.1K engagements "Nvidia $NVDA server manufacturer Wistron is spending more than three-quarters of a billion to expand its operations in Texas building two AI server factories" [X Link](https://x.com/Beth_Kindig/status/1960738350425326058) 2025-08-27T16:17Z 169.7K followers, 31.3K engagements "Honeywells $HON quantum computing company Quantinuum recently raised $XXX million from Nvidias $NVDA VC arm Quanta Computer and others valuing it at $XX billion. Quantinuum has been raising capital in preparation for a potential spinoff by the end of 2027" [X Link](https://x.com/Beth_Kindig/status/1966609763107569687) 2025-09-12T21:08Z 169.7K followers, 24.4K engagements "Quanta Computer's AI server head recently said that orders for Nvidia's $NVDA GB300 are "unimaginable" as the firm works to expand production capacity worldwide" [X Link](https://x.com/Beth_Kindig/status/1970508025065787676) 2025-09-23T15:18Z 169.7K followers, 67.8K engagements "TeraWulf $WULF CEO Paul Prager: I think the shortfall in energy is real. It's greater than I think originally forecast and the demand for energy by users like these high load data centers is more significant than was originally forecast. For our Pro and Discovery members we have looked deeply into the power problem where hyperscalers are turning for power and multiple beneficiaries of this trend. $MSFT $AMZN $GOOG" [X Link](https://x.com/Beth_Kindig/status/1990493026217611642) 2025-11-17T18:51Z 169.7K followers, 34.4K engagements "Custom AI accelerators are projected to be a $104B+ market by 2029 up nearly 6x from $XX billion in 2025 per XXX Group. $AVGO $MRVL $NVDA $AMD" [X Link](https://x.com/Beth_Kindig/status/1993047611285422462) 2025-11-24T20:02Z 169.7K followers, 29.5K engagements "Those calling this an AI bubble assume monetization efforts will not offset the capital being invested. What if the opposite happens after the initial monetization gap - revenue accelerates profits begin to scale and the market reprices AI companies dramatically higher. I shared my thoughts last week in my interview with @cvpayne on why the biggest risk to investors is not that AI is in a bubble - but rather the opportunity cost of missing out. $NVDA" [X Link](https://x.com/Beth_Kindig/status/1993341708629622831) 2025-11-25T15:31Z 169.7K followers, 67.5K engagements "About X months ago the market thought $GOOGL was toast bc Chat-GPT's success was going to threaten search (where Google clearly owns the market). Now the market has not only reversed it's "feelings" on Google but grown quite ambitious - as just today - the market thinks $GOOGL is so strong it can overtake $NVDA on custom silicon (where Nvidia clearly owns the market with GPUs). Nevermind that TPUs have been around for nearly a decade. Crazy how market sentiment works huh" [X Link](https://x.com/Beth_Kindig/status/1993375352983634019) 2025-11-25T17:44Z 169.7K followers, 120.1K engagements "Google's head of AI infrastructure reportedly told employees that the company must double its AI serving capacity every six months to keep up with demand. $GOOG $NVDA $AMD $AVGO" [X Link](https://x.com/Beth_Kindig/status/1994110715678908777) 2025-11-27T18:26Z 169.7K followers, 46.8K engagements "Dell $DELL raised its AI server revenue guidance to $XX billion up more than XXX% YoY and $X billion higher than its prior guide. $NVDA $SMCI $AMD" [X Link](https://x.com/Beth_Kindig/status/1994435882711986643) 2025-11-28T15:59Z 169.7K followers, 62.4K engagements "Dell $DELL also booked record orders of $12.3B in Q3 up from $5.6B in Q2 while its AI server backlog rose more than XX% QoQ to $18.4B. $NVDA $SMCI $AMD" [X Link](https://x.com/Beth_Kindig/status/1994449456054374451) 2025-11-28T16:53Z 169.7K followers, 44.9K engagements "With @BloombergAsia I pointed out the one number from Nvidias $NVDA report that surprised me the most and explained the fundamental backing for my updated $XX trillion 2030 market cap thesis" [X Link](https://x.com/Beth_Kindig/status/1994491247575405032) 2025-11-28T19:39Z 169.7K followers, 64.3K engagements "Amazon $AMZN and Google $GOOG are launching a co-developed multi-cloud networking service combining AWS Interconnect-multicloud with Google Clouds Cross-Cloud Interconnect to let customers create private high-speed links between AWS and GCP in minutes" [X Link](https://x.com/Beth_Kindig/status/1995553573296300156) 2025-12-01T18:00Z 169.7K followers, 28.6K engagements "Amazon $AMZN released its latest Trainium X chip with the new UltraServers delivering up to 4.4X more performance nearly 4X more memory bandwidth and 4X better energy efficiency versus its Trainium X chip. $AVGO $NVDA $MRVL $AMD $GOOG" [X Link](https://x.com/Beth_Kindig/status/1995919458645188720) 2025-12-02T18:14Z 169.7K followers, 61.3K engagements "Amazon $AMZN added that the Trainium X UltraServers can scale to XXX chips in a single system while the EC2 UltraClusters XXX can connect thousands of servers containing up to X million Trainium chips 10X more than the prior generation. $AVGO $NVDA $MRVL $AMD $GOOG" [X Link](https://x.com/Beth_Kindig/status/1995949998140522890) 2025-12-02T20:15Z 169.7K followers, 44.1K engagements "AMD $AMD has expanded its partnership with $HPE to build open rack-scale AI infrastructure based on AMD's Helios rack. HPE will integrate a purpose-built HPE Juniper Networking scale-up switch in collaboration with Broadcom $AVGO designed to accelerate deployment of larger-scale AI clusters" [X Link](https://x.com/Beth_Kindig/status/1995991821445386710) 2025-12-02T23:01Z 169.8K followers, 30.6K engagements "Micron $MU is preparing a $XXX billion HBM fab in Japan to meet rising demand with construction of the new fab slated to begin around May 2026 with shipments following in 2028. $AMD $NVDA" [X Link](https://x.com/Beth_Kindig/status/1996263927832100902) 2025-12-03T17:03Z 169.7K followers, 23.6K engagements "Data generated is estimated to triple from 2024 to 2029 from XXX ZB to XXX ZB per IDC. To put this in perspective X ZB is approximately equivalent to nearly X billion 256GB iPhones or from 2024 through 2029 350x that" [X Link](https://x.com/Beth_Kindig/status/1980374238952583337) 2025-10-20T20:43Z 169.8K followers, 36.8K engagements "Nvidia $NVDA is investing $X billion into chip design software firm Synopsys $SNPS as part of an expanded multi-year engineering and design partnership aiming to accelerate Synopsys applications utilizing Nvidias CUDA-X libraries advancing agentic AI engineering and more" [X Link](https://x.com/Beth_Kindig/status/1995542813325283660) 2025-12-01T17:17Z 169.8K followers, 30.5K engagements "Is there room for one more in the Old Boys' Club Stanley Druckenmiller: XXXX% Ray Dalio: XXXX% Bill Ackman: XXXX% I/O Fund: 15.50%" [X Link](https://x.com/Beth_Kindig/status/1658882822944194584) 2023-05-17T17:11Z 169.8K followers, 1M engagements "I am raising my 2030 target on Nvidia $NVDA from $XX trillion to $XX trillion market cap. It may sound extreme but my new analysis lays out a data-driven fundamentally grounded case for how Nvidia can realistically reach a $XX trillion market cap by 2030. Link in bio" [X Link](https://x.com/Beth_Kindig/status/1991154062369132972) 2025-11-19T14:38Z 169.8K followers, 1.1M engagements "In August the I/O Fund warned that Bitcoin $BTC was entering a high-risk phase as global liquidity stalled and sentiment patterns flashed caution. Since then Bitcoin has fallen more than -35%. This week we return with a new analysis that takesa fresh look at liquidity and one influential factor that could determine which direction BTC heads next" [X Link](https://x.com/Beth_Kindig/status/1994521402418876579) 2025-11-28T21:38Z 169.8K followers, 51.9K engagements "Oracle $ORCL is expected to spend more than $XXX billion on capex from FY27 through FY30 or more than 13X the $XX billion it spent in FY25. $AMZN $META $GOOG $NVDA $AMD" [X Link](https://x.com/Beth_Kindig/status/1995214113753182580) 2025-11-30T19:31Z 169.8K followers, 73.8K engagements "Oracles $ORCL adjusted net debt is projected to triple from 2025 to 2028 reaching nearly $XXX billion with the company expected to borrow tens of billions to fund its infrastructure buildout for OpenAI per Morgan Stanley. $MSFT $NVDA" [X Link](https://x.com/Beth_Kindig/status/1995254126335103078) 2025-11-30T22:10Z 169.8K followers, 50.7K engagements "While everyone debates $NVDA GPUs vs $GOOG TPUs my team has quietly sat back and enjoyed one of our top AI networking positions rising XX% after its recent blowout earnings report. If you want deeper actionable research on the lesser-known AI suppliers powering Nvidia and Big Techs custom silicon consider joining our research site with a limited $XXX off for Black Friday. Link in bio" [X Link](https://x.com/Beth_Kindig/status/1995893561112293750) 2025-12-02T16:31Z 169.8K followers, 44.3K engagements "Amazon $AMZN revealed its new 'AI Factories' bringing dedicated AWS AI infrastructure directly to customers' own data centers for their exclusive use. The AI Factories will integrate Nvidia's $NVDA latest GPUs with AWS' Trainium chips and low-latency networking to help deploy AI applications at scale" [X Link](https://x.com/Beth_Kindig/status/1996246093735039366) 2025-12-03T15:52Z 169.8K followers, 40.9K engagements "Is it too soon to raise my $XX trillion market cap by 2030 prediction for $NVDA" [X Link](https://x.com/Beth_Kindig/status/1996279268574380079) 2025-12-03T18:04Z 169.8K followers, 199.3K engagements "The IEA estimates that $XXX billion will be spent this year on AI infrastructure or $XX billion more than what will be spent on global oil supply" [X Link](https://x.com/Beth_Kindig/status/1996621999272276078) 2025-12-04T16:45Z 169.8K followers, 25.2K engagements "There's been plenty of chatter about bubbles TPUs China supply chains and other worries - yet these were immaterial to Nvidia's $NVDA latest earnings and outlook. Therefore I maintain the bigger risk is not that AI falters but that investors miss what I've dubbed the incoming AI Monetization Supercycle" [X Link](https://x.com/Beth_Kindig/status/1996662290490577267) 2025-12-04T19:26Z 169.8K followers, 90.7K engagements "Oppenheimer on Amazon $AMZN: "AWS is planning to double capacity through 2027 after having doubled since 2022 with 'at least' 1GW added in 4Q. Our analysis suggests $X billion historical revenue per incremental GW. Applying this to the forward GW forecast with pricng discounts suggests 14%/22% upside to Street 2026/2027 AWS revenue including X% upside in 4Q."" [X Link](https://x.com/Beth_Kindig/status/1996959434963079505) 2025-12-05T15:06Z 169.8K followers, 55.9K engagements "Google $GOOG on its chip offerings: Google Cloud is experiencing accelerating demand for both our custom TPUs and NVIDIA $NVDA GPUs; we are committed to supporting both as we have for years" [X Link](https://x.com/Beth_Kindig/status/1997315932662948231) 2025-12-06T14:43Z 169.8K followers, 77.5K engagements "Alibabas $BABA Cloud revenue accelerated another X points to XX% YoY in Q3 marking an impressive acceleration from just X% growth eight quarters ago riding rising AI demand. $MSFT $GOOG $NVDA" [X Link](https://x.com/Beth_Kindig/status/1998124230819381732) 2025-12-08T20:15Z 169.8K followers, 54.8K engagements "Google Cloud $GOOG and NextEra Energy $NEE are partnering to develop multiple GW-scale data center sites with accompanying generation. The two already have 3.5GW in operation or contracted" [X Link](https://x.com/Beth_Kindig/status/1998428707451732144) 2025-12-09T16:25Z 169.8K followers, 20.9K engagements "Bitcoin miner debt is estimated to have ballooned 6X from Q2 XX to Q2 XX from $2.1B to $12.7B as miners raise capital to progress with AI pivots per VanEck. By mid-October miner debt is estimated to be nearly $22B up more than 10X from Q2 XX. $IREN $APLD $WULF $CIFR" [X Link](https://x.com/Beth_Kindig/status/1998508328364945737) 2025-12-09T21:41Z 169.8K followers, 20.5K engagements
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@Beth_Kindig Beth KindigNvidia is experiencing high demand for its AI chips, with reports of a bottleneck in power supply and a massive $XXXX billion agreement with CoreWeave to support AI cloud infrastructure. The company's data center revenue is expected to surge, with estimates suggesting it could reach $XXX billion in fiscal 2027. Major tech companies, including Amazon, Microsoft, and Oracle, are investing heavily in AI infrastructure, with significant deals and partnerships announced recently.
Social category influence stocks #1126 technology brands #7339 finance #5942 cryptocurrencies #1145 countries XXXX% exchanges XXXX% fashion brands XXXX%
Social topic influence $nvda #48, ai #2091, $goog #3, $amzn #18, $amd #93, $msft #1, nvda #137, $avgo #153, $orcl #16, $mu #75
Top accounts mentioned or mentioned by @fees75 @teshen8lin @bedurion @moe_0079 @grok @tonitrades_ @jeffw008 @brkmystery @loubasenese @thetechinvest @william_r2rclub @geekvsmachine @john70930858164 @fllw_the_light @majorocelot45 @ricardo_celini @railwayinvestor @truedat999 @kei3ri2 @mirsblog
Top assets mentioned NVIDIA Corp. (NVDA) Alphabet Inc Class A (GOOGL) Amazon.com, Inc. (AMZN) Advanced Micro Devices (AMD) Microsoft Corp. (MSFT) Broadcom, Inc. (AVGO) Oracle Corporation (ORCL) Micron Technology, Inc. (MU) Marvell Technology Inc (MRVL) Snowflake, Inc. (SNOW) Bitcoin (BTC) Morgan Stanley (MS) MongoDB, Inc. (MDB) Applied Blockchain, Inc. Common Stock (APLD) IREN Limited (IREN) Alibaba Group (BABA) TeraWulf Inc. (WULF) Dell Technologies, Inc. (DELL) Super Micro Computer, Inc. Common Stock (SMCI) Metadium (META) IBM (IBM) Confluent, Inc. Class A Common Stock (CFLT) Bloom Energy Corporation (BE) Goldman Sachs (GS) Heroes of NFT (HON) Honeywell International Inc (HON) Hewlett Packard Enterprise Co (HPE) Synopsys, Inc. (SNPS) NextEra Energy Inc (NEE) Cipher Mining Inc. Common Stock (CIFR)
Top posts by engagements in the last XX hours
"Nvidia's $NVDA shift to LPDDR memory for servers could cause server-memory chip prices to double by the end next year per Counterpoint Research. $AMD $MU"
X Link 2025-11-29T21:21Z 169.8K followers, 106.1K engagements
"Marvell $MRVL confirmed that it is acquiring optical interconnect startup Celestial AI for $XXXX billion including $X billion in cash and 27.2M shares. Marvell expects "meaningful revenue contributions" from Celestial AI reaching a $500M annualized run rate in Q4 FY28 and doubling to a $1B run rate by Q4 FY29. $AMZN $AVGO $NVDA"
X Link 2025-12-02T23:22Z 169.8K followers, 30.1K engagements
"I believe the greatest risk is not that of an AI bubble or other speculative fears circling Nvidia $NVDA but rather that investors miss out on what may be one of the strongest investing opportunities of our lifetime. I break down what this opportunity is in this weeks newsletter link in bio"
X Link 2025-12-04T15:35Z 169.8K followers, 66.1K engagements
"IBM $IBM is buying Confluent $CFLT for $XX billion in an all-cash deal in a move aimed at strengthening IBM's AI and cloud services portfolio"
X Link 2025-12-08T15:23Z 169.8K followers, 26.6K engagements
"This is another increase to Databricks 2025 revenue projections with revenue last projected between $3.8-$4 billion in September. However gross margin is expected to contract to XX% down from a prior view for XX% on increased usage of AI products. $SNOW $AMZN $MDB"
X Link 2025-12-02T22:05Z 169.8K followers, 27.1K engagements
"Snowflake $SNOW announced a $XXX million multi-year deal with Anthropic integrating its Claude models on Snowflake's platform to help enterprises build and deploy AI agents. $AMZN $MSFT $GOOG"
X Link 2025-12-03T23:10Z 169.8K followers, 22.3K engagements
"Nvidias $NVDA results provide a strong message that AI is not in a bubble. While many are busy debating this point we are laser focused onidentifyingthe companies that are going tobenefitfrom the monetization of AI. For a limited time we are offering $XXX off on our Advancedtierwithreal-time trade alerts webinars deepdivesand access to our portfolio. This Black Friday deal expiressoononDecember 8th"
X Link 2025-12-05T19:21Z 169.8K followers, 27.7K engagements
"BloombergNEF now projects data center power demand in the US will reach 106GW by 2035 a XX% increase compared to its projection from just seven months ago. $MSFT $AMZN $GOOG $ORCL $NVDA"
X Link 2025-12-05T22:01Z 169.8K followers, 24.6K engagements
"AI training and inference are projected to account for almost XX% of the US total data center capacity by 2035 per BloombergNEF driving data center utilization XX points higher from XX% to 69%. $NVDA $AMD $MSFT $GOOG $AMZN $ORCL"
X Link 2025-12-07T15:59Z 169.8K followers, 28.2K engagements
"The firm estimates that time to power solutions could help bridge the gap with 15-20GW from gas turbines 5-8GW from fuel cells and 10-15GW from Bitcoin sites. $BE $IREN $APLD $NVDA"
X Link 2025-12-07T20:06Z 169.8K followers, 110.7K engagements
"This year my firm has XX positions beating the Nasdaq YTD up from ten positions last year helping to cement the I/O Fund as one of the worlds leading AI portfolios. Our cumulative return of XXX% over a five-year period would rank us #2 if we were a hedge fund and #5 if we were an ETF notably this strong cumulative return does not yet include our 2025 performance. For a limited time we are offering $XXX off on our Advanced tier with real-time trade alerts webinars deep dives and access to our portfolio. This Black Friday deal expires soon on December 8th"
X Link 2025-12-08T15:57Z 169.8K followers, 40.6K engagements
"Databricks is in talks to raise $X billion at a $XXX billion valuation or approximately 32x its projected 2025 revenue of $XXX billion. $SNOW $AMZN $MDB"
X Link 2025-12-02T21:21Z 169.8K followers, 45.5K engagements
"Samsung is said to be in discussions with Nvidia $NVDA over HBM4 pricing with reports suggesting the next-gen HBM will be priced in parity with SK Hynix in the mid-$500 range up more than XX% from SK Hynixs HBM3e in the mid-$300 range. $MU"
X Link 2025-12-04T16:22Z 169.8K followers, 22.7K engagements
"Morgan Stanley now projects data centers needing 72GW of power from 2025 through 2028 with the potential power shortfall widening from 44GW to 47GW. $MSFT $AMZN $GOOG $ORCL"
X Link 2025-12-07T19:13Z 169.8K followers, 186.7K engagements
"Alibaba $BABA CEO Eddie Wu said that Alibaba Cloud server infrastructure is seriously lagging behind the growth rate of customer orders. Our backlog of orders continues to expand"
X Link 2025-12-09T16:17Z 169.8K followers, 51.7K 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"
X Link 2024-06-01T21:40Z 169.7K followers, 469.8K engagements
"SK Hynix is planning to invest $75B in chips through 2028 with XX% allocated to HBM as it works to capitalize on surging AI chip demand. $MU $NVDA $AMD"
X Link 2024-07-06T14:33Z 169.7K followers, 33.2K 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"
X Link 2024-12-04T18:21Z 169.7K followers, 48.7K engagements
"HBM demand from GPUs is expected to rise XX% YoY in 2026 while ASICs demand is projected to surge XX% taking its share of the market up to XX% per Goldman Sachs. $NVDA $AMD $AVGO $MRVL $MU"
X Link 2025-08-02T21:59Z 169.7K followers, 59.1K engagements
"Nvidia $NVDA server manufacturer Wistron is spending more than three-quarters of a billion to expand its operations in Texas building two AI server factories"
X Link 2025-08-27T16:17Z 169.7K followers, 31.3K engagements
"Honeywells $HON quantum computing company Quantinuum recently raised $XXX million from Nvidias $NVDA VC arm Quanta Computer and others valuing it at $XX billion. Quantinuum has been raising capital in preparation for a potential spinoff by the end of 2027"
X Link 2025-09-12T21:08Z 169.7K followers, 24.4K engagements
"Quanta Computer's AI server head recently said that orders for Nvidia's $NVDA GB300 are "unimaginable" as the firm works to expand production capacity worldwide"
X Link 2025-09-23T15:18Z 169.7K followers, 67.8K engagements
"TeraWulf $WULF CEO Paul Prager: I think the shortfall in energy is real. It's greater than I think originally forecast and the demand for energy by users like these high load data centers is more significant than was originally forecast. For our Pro and Discovery members we have looked deeply into the power problem where hyperscalers are turning for power and multiple beneficiaries of this trend. $MSFT $AMZN $GOOG"
X Link 2025-11-17T18:51Z 169.7K followers, 34.4K engagements
"Custom AI accelerators are projected to be a $104B+ market by 2029 up nearly 6x from $XX billion in 2025 per XXX Group. $AVGO $MRVL $NVDA $AMD"
X Link 2025-11-24T20:02Z 169.7K followers, 29.5K engagements
"Those calling this an AI bubble assume monetization efforts will not offset the capital being invested. What if the opposite happens after the initial monetization gap - revenue accelerates profits begin to scale and the market reprices AI companies dramatically higher. I shared my thoughts last week in my interview with @cvpayne on why the biggest risk to investors is not that AI is in a bubble - but rather the opportunity cost of missing out. $NVDA"
X Link 2025-11-25T15:31Z 169.7K followers, 67.5K engagements
"About X months ago the market thought $GOOGL was toast bc Chat-GPT's success was going to threaten search (where Google clearly owns the market). Now the market has not only reversed it's "feelings" on Google but grown quite ambitious - as just today - the market thinks $GOOGL is so strong it can overtake $NVDA on custom silicon (where Nvidia clearly owns the market with GPUs). Nevermind that TPUs have been around for nearly a decade. Crazy how market sentiment works huh"
X Link 2025-11-25T17:44Z 169.7K followers, 120.1K engagements
"Google's head of AI infrastructure reportedly told employees that the company must double its AI serving capacity every six months to keep up with demand. $GOOG $NVDA $AMD $AVGO"
X Link 2025-11-27T18:26Z 169.7K followers, 46.8K engagements
"Dell $DELL raised its AI server revenue guidance to $XX billion up more than XXX% YoY and $X billion higher than its prior guide. $NVDA $SMCI $AMD"
X Link 2025-11-28T15:59Z 169.7K followers, 62.4K engagements
"Dell $DELL also booked record orders of $12.3B in Q3 up from $5.6B in Q2 while its AI server backlog rose more than XX% QoQ to $18.4B. $NVDA $SMCI $AMD"
X Link 2025-11-28T16:53Z 169.7K followers, 44.9K engagements
"With @BloombergAsia I pointed out the one number from Nvidias $NVDA report that surprised me the most and explained the fundamental backing for my updated $XX trillion 2030 market cap thesis"
X Link 2025-11-28T19:39Z 169.7K followers, 64.3K engagements
"Amazon $AMZN and Google $GOOG are launching a co-developed multi-cloud networking service combining AWS Interconnect-multicloud with Google Clouds Cross-Cloud Interconnect to let customers create private high-speed links between AWS and GCP in minutes"
X Link 2025-12-01T18:00Z 169.7K followers, 28.6K engagements
"Amazon $AMZN released its latest Trainium X chip with the new UltraServers delivering up to 4.4X more performance nearly 4X more memory bandwidth and 4X better energy efficiency versus its Trainium X chip. $AVGO $NVDA $MRVL $AMD $GOOG"
X Link 2025-12-02T18:14Z 169.7K followers, 61.3K engagements
"Amazon $AMZN added that the Trainium X UltraServers can scale to XXX chips in a single system while the EC2 UltraClusters XXX can connect thousands of servers containing up to X million Trainium chips 10X more than the prior generation. $AVGO $NVDA $MRVL $AMD $GOOG"
X Link 2025-12-02T20:15Z 169.7K followers, 44.1K engagements
"AMD $AMD has expanded its partnership with $HPE to build open rack-scale AI infrastructure based on AMD's Helios rack. HPE will integrate a purpose-built HPE Juniper Networking scale-up switch in collaboration with Broadcom $AVGO designed to accelerate deployment of larger-scale AI clusters"
X Link 2025-12-02T23:01Z 169.8K followers, 30.6K engagements
"Micron $MU is preparing a $XXX billion HBM fab in Japan to meet rising demand with construction of the new fab slated to begin around May 2026 with shipments following in 2028. $AMD $NVDA"
X Link 2025-12-03T17:03Z 169.7K followers, 23.6K engagements
"Data generated is estimated to triple from 2024 to 2029 from XXX ZB to XXX ZB per IDC. To put this in perspective X ZB is approximately equivalent to nearly X billion 256GB iPhones or from 2024 through 2029 350x that"
X Link 2025-10-20T20:43Z 169.8K followers, 36.8K engagements
"Nvidia $NVDA is investing $X billion into chip design software firm Synopsys $SNPS as part of an expanded multi-year engineering and design partnership aiming to accelerate Synopsys applications utilizing Nvidias CUDA-X libraries advancing agentic AI engineering and more"
X Link 2025-12-01T17:17Z 169.8K followers, 30.5K engagements
"Is there room for one more in the Old Boys' Club Stanley Druckenmiller: XXXX% Ray Dalio: XXXX% Bill Ackman: XXXX% I/O Fund: 15.50%"
X Link 2023-05-17T17:11Z 169.8K followers, 1M engagements
"I am raising my 2030 target on Nvidia $NVDA from $XX trillion to $XX trillion market cap. It may sound extreme but my new analysis lays out a data-driven fundamentally grounded case for how Nvidia can realistically reach a $XX trillion market cap by 2030. Link in bio"
X Link 2025-11-19T14:38Z 169.8K followers, 1.1M engagements
"In August the I/O Fund warned that Bitcoin $BTC was entering a high-risk phase as global liquidity stalled and sentiment patterns flashed caution. Since then Bitcoin has fallen more than -35%. This week we return with a new analysis that takesa fresh look at liquidity and one influential factor that could determine which direction BTC heads next"
X Link 2025-11-28T21:38Z 169.8K followers, 51.9K engagements
"Oracle $ORCL is expected to spend more than $XXX billion on capex from FY27 through FY30 or more than 13X the $XX billion it spent in FY25. $AMZN $META $GOOG $NVDA $AMD"
X Link 2025-11-30T19:31Z 169.8K followers, 73.8K engagements
"Oracles $ORCL adjusted net debt is projected to triple from 2025 to 2028 reaching nearly $XXX billion with the company expected to borrow tens of billions to fund its infrastructure buildout for OpenAI per Morgan Stanley. $MSFT $NVDA"
X Link 2025-11-30T22:10Z 169.8K followers, 50.7K engagements
"While everyone debates $NVDA GPUs vs $GOOG TPUs my team has quietly sat back and enjoyed one of our top AI networking positions rising XX% after its recent blowout earnings report. If you want deeper actionable research on the lesser-known AI suppliers powering Nvidia and Big Techs custom silicon consider joining our research site with a limited $XXX off for Black Friday. Link in bio"
X Link 2025-12-02T16:31Z 169.8K followers, 44.3K engagements
"Amazon $AMZN revealed its new 'AI Factories' bringing dedicated AWS AI infrastructure directly to customers' own data centers for their exclusive use. The AI Factories will integrate Nvidia's $NVDA latest GPUs with AWS' Trainium chips and low-latency networking to help deploy AI applications at scale"
X Link 2025-12-03T15:52Z 169.8K followers, 40.9K engagements
"Is it too soon to raise my $XX trillion market cap by 2030 prediction for $NVDA"
X Link 2025-12-03T18:04Z 169.8K followers, 199.3K engagements
"The IEA estimates that $XXX billion will be spent this year on AI infrastructure or $XX billion more than what will be spent on global oil supply"
X Link 2025-12-04T16:45Z 169.8K followers, 25.2K engagements
"There's been plenty of chatter about bubbles TPUs China supply chains and other worries - yet these were immaterial to Nvidia's $NVDA latest earnings and outlook. Therefore I maintain the bigger risk is not that AI falters but that investors miss what I've dubbed the incoming AI Monetization Supercycle"
X Link 2025-12-04T19:26Z 169.8K followers, 90.7K engagements
"Oppenheimer on Amazon $AMZN: "AWS is planning to double capacity through 2027 after having doubled since 2022 with 'at least' 1GW added in 4Q. Our analysis suggests $X billion historical revenue per incremental GW. Applying this to the forward GW forecast with pricng discounts suggests 14%/22% upside to Street 2026/2027 AWS revenue including X% upside in 4Q.""
X Link 2025-12-05T15:06Z 169.8K followers, 55.9K engagements
"Google $GOOG on its chip offerings: Google Cloud is experiencing accelerating demand for both our custom TPUs and NVIDIA $NVDA GPUs; we are committed to supporting both as we have for years"
X Link 2025-12-06T14:43Z 169.8K followers, 77.5K engagements
"Alibabas $BABA Cloud revenue accelerated another X points to XX% YoY in Q3 marking an impressive acceleration from just X% growth eight quarters ago riding rising AI demand. $MSFT $GOOG $NVDA"
X Link 2025-12-08T20:15Z 169.8K followers, 54.8K engagements
"Google Cloud $GOOG and NextEra Energy $NEE are partnering to develop multiple GW-scale data center sites with accompanying generation. The two already have 3.5GW in operation or contracted"
X Link 2025-12-09T16:25Z 169.8K followers, 20.9K engagements
"Bitcoin miner debt is estimated to have ballooned 6X from Q2 XX to Q2 XX from $2.1B to $12.7B as miners raise capital to progress with AI pivots per VanEck. By mid-October miner debt is estimated to be nearly $22B up more than 10X from Q2 XX. $IREN $APLD $WULF $CIFR"
X Link 2025-12-09T21:41Z 169.8K followers, 20.5K engagements
/creator/x::Beth_Kindig