[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.] #  @DataTrekMB Nick Colas & Jessica Rabe (DataTrek) US Big Tech companies, particularly those like Microsoft and Nvidia, are under a microscope as they prepare to report earnings, with high expectations for growth. According to DataTrek's Nick Colas, the S&P XXX has exceeded earnings expectations in recent quarters, and this streak needs to continue for the upcoming Q3 reporting season to be considered good. The performance of these tech giants is having a significant impact on the overall market, with their market values and cash flows rivaling or surpassing those of entire industries. ### Engagements: XXXXX [#](/creator/twitter::933369884553170946/interactions)  - X Week XXXXXX +156% - X Month XXXXXX +34% - X Months XXXXXXX +18% - X Year XXXXXXX -XX% ### Mentions: XX [#](/creator/twitter::933369884553170946/posts_active)  - X Week XX +100% - X Month XX +55% - X Months XXX +12% - X Year XXX -XX% ### Followers: XXXXXX [#](/creator/twitter::933369884553170946/followers)  - X Week XXXXXX +0.29% - X Month XXXXXX +0.91% - X Months XXXXXX +7% - X Year XXXXXX +20% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::933369884553170946/influencer_rank)  ### Social Influence [#](/creator/twitter::933369884553170946/influence) --- **Social category influence** [finance](/list/finance) XXXX% [stocks](/list/stocks) XXXX% [technology brands](/list/technology-brands) XXXX% [cryptocurrencies](/list/cryptocurrencies) XXX% **Social topic influence** [stocks](/topic/stocks) 3.3%, [investment](/topic/investment) 2.2%, [bitcoin](/topic/bitcoin) 2.2%, [$msft](/topic/$msft) #216, [$nvda](/topic/$nvda) #587, [$voo](/topic/$voo) #20, [voo](/topic/voo) 2.2%, [over the](/topic/over-the) 2.2%, [polymarket](/topic/polymarket) 1.1%, [government shutdown](/topic/government-shutdown) XXX% **Top accounts mentioned or mentioned by** [@aynirealtor](/creator/undefined) [@philrosenn](/creator/undefined) [@youtube](/creator/undefined) [@z22holding](/creator/undefined) [@mariomu89037242](/creator/undefined) [@marketwatch](/creator/undefined) [@cnbc](/creator/undefined) [@acevent95706230](/creator/undefined) [@sethcl](/creator/undefined) [@adithiakusno](/creator/undefined) [@dailychartbook](/creator/undefined) [@sandbox_salsa](/creator/undefined) [@samro](/creator/undefined) [@wsj](/creator/undefined) [@spencerjakab](/creator/undefined) [@goldcouncils](/creator/undefined) [@readopeningbell](/creator/undefined) [@newyorkfed](/creator/undefined) [@cidzelis](/creator/undefined) [@alexharring](/creator/undefined) **Top assets mentioned** [Bitcoin (BTC)](/topic/bitcoin) [Microsoft Corp. (MSFT)](/topic/$msft) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Pfizer, Inc. (PFE)](/topic/$pfe) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [DAOLaunch (DAL)](/topic/$dal) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [SPDR S&P XXX ETF Trust (SPY)](/topic/$spy) ### Top Social Posts [#](/creator/twitter::933369884553170946/posts) --- Top posts by engagements in the last XX hours "US mutual fund/ETF investors finished Q3 by turning bullish on US stocks and commodities (mostly gold) an example of how each type of investment can find buyers at the same time" [X Link](https://x.com/DataTrekMB/status/1976337587444003009) [@DataTrekMB](/creator/x/DataTrekMB) 2025-10-09T17:22Z 16.1K followers, 1232 engagements "Polymarket odds for an end to the US government shutdown cluster around either October month end (20 percent) or not until after November 16th (31 pct)" [X Link](https://x.com/DataTrekMB/status/1978857179684737444) [@DataTrekMB](/creator/x/DataTrekMB) 2025-10-16T16:14Z 16.1K followers, 1140 engagements "1/2 Price action in #bitcoin remains largely decoupled from gold US Tech stocks (the $QQQ ETF) & US stocks (S&P 500).Its average 30-day correlations to each since Feb 2024 are XXXX XXXX & XXXX respectively. These equate to r-squares of XXX 15.2%" [X Link](https://x.com/DataTrekMB/status/1978913383048003703) [@DataTrekMB](/creator/x/DataTrekMB) 2025-10-16T19:58Z 16.1K followers, 1315 engagements "2/2 .and reflect only a limited relationship between $BTC & these asset classes. #Bitcoins relationship to US Tech stocks (QQQ) does appear to be tightening modestly but it is stable against gold and the S&P. Bottom line: Bitcoin does provide diversification benefits" [X Link](https://x.com/DataTrekMB/status/1978913384251719837) [@DataTrekMB](/creator/x/DataTrekMB) 2025-10-16T19:58Z 16.1K followers, 1201 engagements "1/2 Using a run rate based on last years results $MSFT generates net cash flows equal to $PFE s entire equity market value buys a $PYPL in CapEx and returns capital equivalent to the value of a $DAL annually" [X Link](https://x.com/DataTrekMB/status/1978523936657662285) [@DataTrekMB](/creator/x/DataTrekMB) 2025-10-15T18:10Z 16.1K followers, 1400 engagements "2/2 .We cant think of businesses outside of US Big Tech that could match these types of comparisons. Thats why $MSFT s equity market value is the second highest in the world at $XXX trillion only behind $NVDA ($4.4 tn)" [X Link](https://x.com/DataTrekMB/status/1978523937957949821) [@DataTrekMB](/creator/x/DataTrekMB) 2025-10-15T18:10Z 16.1K followers, XXX engagements "While it may feel more conservative to cast the broader net of the S&P 1500 the difference to the S&P XXX is negligible in most ways that matter.This is largely a function of a highly concentrated US equity market something we dont see changing in the coming years. $VOO $SPTM" [X Link](https://x.com/DataTrekMB/status/1978544017911501040) [@DataTrekMB](/creator/x/DataTrekMB) 2025-10-15T19:30Z 16.1K followers, 3388 engagements "1/2 US Google search volumes for find job and new job are at new 20-year highs. Queries for full/part time job are also significantly higher than at any point over the last X decades" [X Link](https://x.com/DataTrekMB/status/1979227463877103813) [@DataTrekMB](/creator/x/DataTrekMB) 2025-10-17T16:46Z 16.1K followers, 1251 engagements "Thankfully the US Energy Information Administration is still hard at work. The bad news is that their weekly US gas demand data shows declines of -1.9/-3.2 pct over the last 1/4 weeks versus a year ago. The US consumer is still quite cautious deferring discretionary spending" [X Link](https://x.com/DataTrekMB/status/1979238313866183162) [@DataTrekMB](/creator/x/DataTrekMB) 2025-10-17T17:29Z 16.1K followers, 1185 engagements "Since the S&P 500s lows on October 12th 2022 $NVDA has been responsible for XX points of the indexs XXXX% total return. Without this one stock the S&Ps return would be +77.4% very close to rest of world performance (MSCI All Country ex-US +74.9 pct). $VOO $IVV $SPY $ACWX" [X Link](https://x.com/DataTrekMB/status/1977796599473635541) [@DataTrekMB](/creator/x/DataTrekMB) 2025-10-13T18:00Z 16.1K followers, 1544 engagements "2/2 .This data shows why Chair Powell is so concerned about the current low hire low fire labor market environment. Americans are searching for jobs at recessionary levels so a pickup in layoffs would surely increase unemployment" [X Link](https://x.com/DataTrekMB/status/1979227465542254762) [@DataTrekMB](/creator/x/DataTrekMB) 2025-10-17T16:46Z 16.1K followers, XXX engagements "1/2 Determining whether to over or underweight US Big Tech is now a more important decision for global investment managers than the traditional questions regarding country and developed/emerging market allocations" [X Link](https://x.com/DataTrekMB/status/1978553966922190992) [@DataTrekMB](/creator/x/DataTrekMB) 2025-10-15T20:10Z 16.1K followers, 1183 engagements "2/2 .Many countries outside the US severely lack major Tech exposure which is why US Big Tech has more of an influence on $ACWI than most sovereign nations. Disruptive technologies drive outsized equity returns" [X Link](https://x.com/DataTrekMB/status/1978553969090736387) [@DataTrekMB](/creator/x/DataTrekMB) 2025-10-15T20:10Z 16.1K followers, 1056 engagements "Computing power is so much higher than in 1999 that the difference is almost unimaginable. It would take roughly X million Intel Pentium chips the state of the art for personal computing in 1999 to deliver the same computational ability as one Nvidia Blackwell chip today" [X Link](https://x.com/DataTrekMB/status/1979993709795004841) [@DataTrekMB](/creator/x/DataTrekMB) 2025-10-19T19:31Z 16.1K followers, 1326 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.]
@DataTrekMB Nick Colas & Jessica Rabe (DataTrek)
US Big Tech companies, particularly those like Microsoft and Nvidia, are under a microscope as they prepare to report earnings, with high expectations for growth. According to DataTrek's Nick Colas, the S&P XXX has exceeded earnings expectations in recent quarters, and this streak needs to continue for the upcoming Q3 reporting season to be considered good. The performance of these tech giants is having a significant impact on the overall market, with their market values and cash flows rivaling or surpassing those of entire industries.
Engagements: XXXXX #
- X Week XXXXXX +156%
- X Month XXXXXX +34%
- X Months XXXXXXX +18%
- X Year XXXXXXX -XX%
Mentions: XX #
- X Week XX +100%
- X Month XX +55%
- X Months XXX +12%
- X Year XXX -XX%
Followers: XXXXXX #
- X Week XXXXXX +0.29%
- X Month XXXXXX +0.91%
- X Months XXXXXX +7%
- X Year XXXXXX +20%
CreatorRank: XXXXXXXXX #
Social Influence #
Social category influence finance XXXX% stocks XXXX% technology brands XXXX% cryptocurrencies XXX%
Social topic influence stocks 3.3%, investment 2.2%, bitcoin 2.2%, $msft #216, $nvda #587, $voo #20, voo 2.2%, over the 2.2%, polymarket 1.1%, government shutdown XXX%
Top accounts mentioned or mentioned by @aynirealtor @philrosenn @youtube @z22holding @mariomu89037242 @marketwatch @cnbc @acevent95706230 @sethcl @adithiakusno @dailychartbook @sandbox_salsa @samro @wsj @spencerjakab @goldcouncils @readopeningbell @newyorkfed @cidzelis @alexharring
Top assets mentioned Bitcoin (BTC) Microsoft Corp. (MSFT) NVIDIA Corp. (NVDA) Pfizer, Inc. (PFE) PayPal Holdings Inc (PYPL) DAOLaunch (DAL) Alphabet Inc Class A (GOOGL) SPDR S&P XXX ETF Trust (SPY)
Top Social Posts #
Top posts by engagements in the last XX hours
"US mutual fund/ETF investors finished Q3 by turning bullish on US stocks and commodities (mostly gold) an example of how each type of investment can find buyers at the same time"
X Link @DataTrekMB 2025-10-09T17:22Z 16.1K followers, 1232 engagements
"Polymarket odds for an end to the US government shutdown cluster around either October month end (20 percent) or not until after November 16th (31 pct)"
X Link @DataTrekMB 2025-10-16T16:14Z 16.1K followers, 1140 engagements
"1/2 Price action in #bitcoin remains largely decoupled from gold US Tech stocks (the $QQQ ETF) & US stocks (S&P 500).Its average 30-day correlations to each since Feb 2024 are XXXX XXXX & XXXX respectively. These equate to r-squares of XXX 15.2%"
X Link @DataTrekMB 2025-10-16T19:58Z 16.1K followers, 1315 engagements
"2/2 .and reflect only a limited relationship between $BTC & these asset classes. #Bitcoins relationship to US Tech stocks (QQQ) does appear to be tightening modestly but it is stable against gold and the S&P. Bottom line: Bitcoin does provide diversification benefits"
X Link @DataTrekMB 2025-10-16T19:58Z 16.1K followers, 1201 engagements
"1/2 Using a run rate based on last years results $MSFT generates net cash flows equal to $PFE s entire equity market value buys a $PYPL in CapEx and returns capital equivalent to the value of a $DAL annually"
X Link @DataTrekMB 2025-10-15T18:10Z 16.1K followers, 1400 engagements
"2/2 .We cant think of businesses outside of US Big Tech that could match these types of comparisons. Thats why $MSFT s equity market value is the second highest in the world at $XXX trillion only behind $NVDA ($4.4 tn)"
X Link @DataTrekMB 2025-10-15T18:10Z 16.1K followers, XXX engagements
"While it may feel more conservative to cast the broader net of the S&P 1500 the difference to the S&P XXX is negligible in most ways that matter.This is largely a function of a highly concentrated US equity market something we dont see changing in the coming years. $VOO $SPTM"
X Link @DataTrekMB 2025-10-15T19:30Z 16.1K followers, 3388 engagements
"1/2 US Google search volumes for find job and new job are at new 20-year highs. Queries for full/part time job are also significantly higher than at any point over the last X decades"
X Link @DataTrekMB 2025-10-17T16:46Z 16.1K followers, 1251 engagements
"Thankfully the US Energy Information Administration is still hard at work. The bad news is that their weekly US gas demand data shows declines of -1.9/-3.2 pct over the last 1/4 weeks versus a year ago. The US consumer is still quite cautious deferring discretionary spending"
X Link @DataTrekMB 2025-10-17T17:29Z 16.1K followers, 1185 engagements
"Since the S&P 500s lows on October 12th 2022 $NVDA has been responsible for XX points of the indexs XXXX% total return. Without this one stock the S&Ps return would be +77.4% very close to rest of world performance (MSCI All Country ex-US +74.9 pct). $VOO $IVV $SPY $ACWX"
X Link @DataTrekMB 2025-10-13T18:00Z 16.1K followers, 1544 engagements
"2/2 .This data shows why Chair Powell is so concerned about the current low hire low fire labor market environment. Americans are searching for jobs at recessionary levels so a pickup in layoffs would surely increase unemployment"
X Link @DataTrekMB 2025-10-17T16:46Z 16.1K followers, XXX engagements
"1/2 Determining whether to over or underweight US Big Tech is now a more important decision for global investment managers than the traditional questions regarding country and developed/emerging market allocations"
X Link @DataTrekMB 2025-10-15T20:10Z 16.1K followers, 1183 engagements
"2/2 .Many countries outside the US severely lack major Tech exposure which is why US Big Tech has more of an influence on $ACWI than most sovereign nations. Disruptive technologies drive outsized equity returns"
X Link @DataTrekMB 2025-10-15T20:10Z 16.1K followers, 1056 engagements
"Computing power is so much higher than in 1999 that the difference is almost unimaginable. It would take roughly X million Intel Pentium chips the state of the art for personal computing in 1999 to deliver the same computational ability as one Nvidia Blackwell chip today"
X Link @DataTrekMB 2025-10-19T19:31Z 16.1K followers, 1326 engagements