# ![@KristinaParts Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::94342002.png) @KristinaParts Kristina Partsinevelos

The US government is not currently negotiating equity stakes with quantum computing companies, according to an administration official. This comes as companies like Rigetti Computing are in ongoing talks with the government on quantum funding, citing the need for US leadership in the field to maintain economic competitiveness and national security.

### Engagements: [-----] [#](/creator/twitter::94342002/interactions)
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- [--] Month [-------] +35%
- [--] Months [---------] +75%
- [--] Year [---------] +143%

### Mentions: [--] [#](/creator/twitter::94342002/posts_active)
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- [--] Month [--] +7.10%
- [--] Months [---] +39%
- [--] Year [---] +62%

### Followers: [------] [#](/creator/twitter::94342002/followers)
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- [--] Week [------] +0.03%
- [--] Month [------] +1%
- [--] Months [------] +8.40%
- [--] Year [------] +14%

### CreatorRank: [---------] [#](/creator/twitter::94342002/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::94342002/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  71.56% [technology brands](/list/technology-brands)  53.21% [finance](/list/finance)  34.86% [countries](/list/countries)  17.43% [cryptocurrencies](/list/cryptocurrencies)  4.59% [automotive brands](/list/automotive-brands)  1.83% [currencies](/list/currencies)  1.83% [social networks](/list/social-networks)  1.83% [formula 1](/list/formula-1)  0.92% [us election](/list/us-election)  0.92%

**Social topic influence**
[$nvda](/topic/$nvda) 31.19%, [china](/topic/china) 11.93%, [$intc](/topic/$intc) 9.17%, [stocks](/topic/stocks) 5.5%, [ai](/topic/ai) 5.5%, [nvda](/topic/nvda) 5.5%, [meta](/topic/meta) 4.59%, [$amd](/topic/$amd) 4.59%, [debt](/topic/debt) 4.59%, [$crwv](/topic/$crwv) 4.59%

**Top accounts mentioned or mentioned by**
[@bnn](/creator/undefined) [@cnbc](/creator/undefined) [@rebiii333re](/creator/undefined) [@terpstrader1](/creator/undefined) [@hainsworthtv](/creator/undefined) [@catherinebnn](/creator/undefined) [@nvidias](/creator/undefined) [@firstadopter](/creator/undefined) [@jefferies](/creator/undefined) [@lpopnh](/creator/undefined) [@levynews](/creator/undefined) [@donaldtrump](/creator/undefined) [@eryksmodel3](/creator/undefined) [@mingchikuo](/creator/undefined) [@mariosanchez](/creator/undefined) [@garykaltbaum](/creator/undefined) [@dragonmaxgoku](/creator/undefined) [@rrutilius753](/creator/undefined) [@divestech](/creator/undefined) [@powerlunch](/creator/undefined)

**Top assets mentioned**
[NVIDIA Corp. (NVDA)](/topic/$nvda) [Intel Corporation (INTC)](/topic/$intc) [Advanced Micro Devices (AMD)](/topic/$amd) [CoreWeave, Inc (CRWV)](/topic/$crwv) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Texas Instruments (TXN)](/topic/$txn) [Super Micro Computer, Inc. Common Stock (SMCI)](/topic/$smci) [Arista Networks Inc (ANET)](/topic/$anet) [Oracle Corporation (ORCL)](/topic/$orcl) [Microsoft Corp. (MSFT)](/topic/$msft) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Metadium (META)](/topic/$meta) [Micron Technology, Inc. (MU)](/topic/$mu) [Dell Technologies, Inc. (DELL)](/topic/dell) [Cisco Systems Inc (CSCO)](/topic/$csco) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [DraftKings Inc. Class A Common Stock (DKNG)](/topic/$dkng) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Under Armour Inc Class C (UA)](/topic/$ua) [Morgan Stanley (MS)](/topic/morgan-stanley) [Bitcoin (BTC)](/topic/bitcoin) [Modine Manufacturing Co (MOD)](/topic/$mod) [Tesla, Inc. (TSLA)](/topic/$tsla) [Boyd Gaming Corporation (BYD)](/topic/$byd) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Lumentum Holdings Inc. Common Stock (LITE)](/topic/$lite) [STAT (STAT)](/topic/stat) [Lam Research Corporation (LRCX)](/topic/$lrcx) [KLA Corp (KLAC)](/topic/$klac) [QUALCOMM, Inc. (QCOM)](/topic/qualcomm) [Apple, Inc. (AAPL)](/topic/aapl) [Orochi Network (ON)](/topic/$on) [Optimism (OP)](/topic/optimism) [Pure Storage, Inc. (PSTG)](/topic/$pstg)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Nvidia's stock is down and AMD is up. The culprit may be Arista. Shares of Nvidia fell on Friday while rival Advanced Micro Devices rallied after the CEO of Arista Networks said her company is shifting some workloads"  
[X Link](https://www.cnbc.com/2026/02/13/nvidias-stock-is-down-and-amd-is-up-the-culprit-may-be-arista-.html)  2026-02-13T20:44Z 29.2K followers, 25.2K engagements


"Hot water cold reception: HVAC stocks sink after @Nvidia's CEO said Vera Rubin supercomputer won't need water chillers for cooling. "We're basically cooling this supercomputer with hot water" Jensen said at CES. $MOD -10% $TT-5% $NVDA"  
[X Link](https://x.com/KristinaParts/status/2008585728662675523)  2026-01-06T17:05Z 29.2K followers, 68.8K engagements


"NEW: Nvidia CFO Colette Kress at JPM fireside chat on physical AI: "We are earning definitely revenue from our work in terms of Mercedes as well as many others that are using our platform" highlighting both data center processing and in-vehicle deployment. $NVDA $TSLA $BYD"  
[X Link](https://x.com/KristinaParts/status/2008590924599951551)  2026-01-06T17:26Z 29.2K followers, 71.2K engagements


"I can confirm Nvidia is involved with OpenAI's latest funding round which is separate from the original "up to" $100 billion OAI investment deal announced in September. $NVDA $NVDA - NVIDIA-OPENAI DEAL STILL ON THE TABLE - CNBC CITING SOURCE $NVDA - NVIDIA-OPENAI DEAL STILL ON THE TABLE - CNBC CITING SOURCE"  
[X Link](https://x.com/KristinaParts/status/2018493189934510232)  2026-02-03T01:14Z 29.2K followers, 29.6K engagements


"@firstadopter Should I be worried"  
[X Link](https://x.com/KristinaParts/status/2019084677407965602)  2026-02-04T16:24Z 29.2K followers, [----] engagements


"The AI infrastructure buildout is approaching historic scale. $MSFT $GOOG $META $AMZN and $ORCL will spend $2T from 2024-2030 (inflation-adj) rivaling WW2 mobilization ($5.7T) and exceeding Interstate Highway ($0.75T). No slowdown despite peak AI fears. Source: BofA"  
[X Link](https://x.com/KristinaParts/status/2019844899038749136)  2026-02-06T18:45Z 29.2K followers, 23K engagements


"RECORD retail dip-buying in software $IGV as of yesterday's close more than double the prior peak from late [----] per JPM But 80% of software names now growing 20% (only $PLTR 30%). While semis like $NVDA $MU $AVGO $LITE: 50% rev. growth expected next [--] mths per @Jefferies"  
[X Link](https://x.com/KristinaParts/status/2021266753033011604)  2026-02-10T16:55Z 29.2K followers, [----] engagements


"@LPoPNH I corrected myself while live"  
[X Link](https://x.com/KristinaParts/status/2021663611492700647)  2026-02-11T19:12Z 29.2K followers, [----] engagements


"Arista spooked chip investors today. Nvidia sold off. But here's why that reaction might be off: $NVDA $AMD $ANET W/ @levynews https://www.cnbc.com/2026/02/13/nvidias-stock-is-down-and-amd-is-up-the-culprit-may-be-arista-.html https://www.cnbc.com/2026/02/13/nvidias-stock-is-down-and-amd-is-up-the-culprit-may-be-arista-.html"  
[X Link](https://x.com/KristinaParts/status/2022420819507581193)  2026-02-13T21:21Z 29.2K followers, [----] engagements


"Nvidia CEO on @DonaldTrump via Bloomberg. "I would be delighted to go see him. And congratulate him. And do everything we can to help this administration succeed." Jensen Huang says he hasn't been invited to Mar-a-Lago. "Not yet." $NVDA #Nvidia"  
[X Link](https://x.com/KristinaParts/status/1876677777887547447)  2025-01-07T17:10Z 25.5K followers, [----] engagements


"Nvidia CEO on custom chip competition at CES: We are doing something really different. Rather than just one custom ASIC we are building a computing platform. we are easy to program if you want to change the algorithm so be it. $NVDA"  
[X Link](https://x.com/KristinaParts/status/1876733543818158340)  2025-01-07T20:51Z 25.5K followers, [----] engagements


"54% of SPX members trading above their 200day moving avg a new 1-year low according to OPCO. 54% is a majority but during strong bull markets you'd often see higher % of stocks trading above their 200-DMA sometimes in the 70% to 80% range. Just one stat but interesting"  
[X Link](https://x.com/KristinaParts/status/1877058876937273563)  2025-01-08T18:24Z 25.5K followers, [----] engagements


""The worldwide interest in accelerated computing for everyday applications is a tremendous opportunity for the U.S. to cultivate promoting the economy and adding U.S. jobs. A last-minute rule restricting exports to most of the world would be a major shift in policy. 2/3 $NVDA BREAKING: Nvidia pushes back on imminent Biden administration AI export controls arguing they would harm US competitiveness without improving security. $NVDA Statement: Every datacenter is being accelerated and every business and application is incorporating mainstream AI. BREAKING: Nvidia pushes back on imminent Biden"  
[X Link](https://x.com/KristinaParts/status/1877113483315007615)  2025-01-08T22:01Z 25.5K followers, 47K engagements


"@Eryksmodel3 Tell the bosses ;)"  
[X Link](https://x.com/KristinaParts/status/1877848638472265782)  2025-01-10T22:42Z 25.5K followers, [--] engagements


"Repeated delays in delivering mass shipments will lead to lower-than-expected shipments. Current ests. suggest that GB200 NVL72 shipments in [----] could reach roughly [----------] racks significantly below the optimistic range of @mingchikuo $NVDA https://link.medium.com/AEHFzqMz9Pb https://link.medium.com/AEHFzqMz9Pb"  
[X Link](https://x.com/KristinaParts/status/1879182473969668543)  2025-01-14T15:03Z 25.5K followers, [----] engagements


"Fun fact: Over the last [--] yrs US Federal Government Tax Revenue has increased 58% while Gvt Spending has increased 93%. The result: a doubling in the US National Debt from $18T to $36T. The U.S. is now spending more on debt interest payments than on national defense Cc: OPCO"  
[X Link](https://x.com/KristinaParts/status/1879529717935829237)  2025-01-15T14:02Z 25.5K followers, [----] engagements


"🚨 Massive cash move: Money market funds saw $143.3B inflows last week - biggest inflow since COVID panic in March [----]. That's cash sitting on the sidelines ready to jump into stocks once market turbulence settles. Source: GS #stocks"  
[X Link](https://x.com/KristinaParts/status/1879586391526609292)  2025-01-15T17:48Z 25.5K followers, [----] engagements


"TSMC earnings tell the AI story: Record profits surging AI chip demand and bold growth plans ahead. Heavy spending lifts chip equipment makers $KLAC $LRCX $AMAT $ASML 📈 #semiconductors $TSMC"  
[X Link](https://x.com/KristinaParts/status/1879999534383972374)  2025-01-16T21:09Z 25.5K followers, [----] engagements


"Intel stock surges leads S&P [---] & Nasdaq [---] on reports of potential acquisition interest. $INTC trading volume spikes after SemiAccurate suggests unnamed suitor (not Qualcomm) exploring deal 📈 $QCOM"  
[X Link](https://x.com/KristinaParts/status/1880309752372363317)  2025-01-17T17:42Z 25.5K followers, [----] engagements


"Fun fact: AAPL NVDA and MSFT now each have a higher weighting in the global equity market than every country outside the US except for Japan. $AAPL $NVDA $MSFT Source: Oppenheimer"  
[X Link](https://x.com/KristinaParts/status/1881756286653743495)  2025-01-21T17:30Z 25.5K followers, [----] engagements


"Underneath the AI optimism lurks some troubling trends for the chip sector $on $txn $adi https://cnb.cx/3PL8OZU https://cnb.cx/3PL8OZU"  
[X Link](https://x.com/KristinaParts/status/1882526697272291749)  2025-01-23T20:31Z 25.5K followers, [----] engagements


"The stark message from $TXN earnings call: "we haven't seen the bottom yet". Both auto + industrial face continued weakness. China auto growth wasn't enough to offset "significant" weakness in other markets. CEO warns Q1 profit margins to fall as they manage inventory"  
[X Link](https://x.com/KristinaParts/status/1882560072913695137)  2025-01-23T22:44Z 25.5K followers, [----] engagements


"E.l.f shares plunging on guidance cut; management blames lack of influencer videos and holiday discounting. $ELF -21%"  
[X Link](https://x.com/KristinaParts/status/1887614638323376487)  2025-02-06T21:29Z 25.5K followers, 14.5K engagements


"Cisco Q2: AI bet driving growth -Beats w/ $0.94 EPS $13.99B rev -AI infrastructure sales: $350M in Q2 -Raises full-year guidance -Announces $15B buyback + dividend hike -Splunk acquisition boosting performance AI momentum accelerating as tech giants fuel demand 📈$CSCO"  
[X Link](https://x.com/KristinaParts/status/1889791030821597355)  2025-02-12T21:37Z 25.5K followers, [----] engagements


"@__MarioSanchez What about the transfer of shares we recently saw in the 13D for Ryan Cohen I chatted with a Columbia prof about it and he said GME is too overvalued to go private. I need more concrete proof regarding the board and GS/JPM. Something is going on but not sure what yet"  
[X Link](https://x.com/KristinaParts/status/1891138424377106701)  2025-02-16T14:51Z 27.5K followers, [---] engagements


"Nvidia's unofficial exports to China face scrutiny after arrest of silicon smugglers in Singapore $NVDA $DELL $SMCI https://cnb.cx/4hYRwVR https://cnb.cx/4hYRwVR"  
[X Link](https://x.com/KristinaParts/status/1896666480244351051)  2025-03-03T20:58Z 25.5K followers, [----] engagements


"Qualcomm CEO says its new modem creates a 'huge delta' in performance versus Apple $QCOM $AAPL https://cnb.cx/3XoQOc7 https://cnb.cx/3XoQOc7"  
[X Link](https://x.com/KristinaParts/status/1897276415898477024)  2025-03-05T13:22Z 25.6K followers, [----] engagements


"Pure Storage 4% might have something to do with Meta's recent blog post. It announced plans to use more high capacity storage (QLC SSDs) and mentions tech from $PSTG. $META https://engineering.fb.com/2025/03/04/data-center-engineering/a-case-for-qlc-ssds-in-the-data-center/ https://engineering.fb.com/2025/03/04/data-center-engineering/a-case-for-qlc-ssds-in-the-data-center/"  
[X Link](https://x.com/KristinaParts/status/1897348203252756983)  2025-03-05T18:07Z 26K followers, [----] engagements


"Chipmakers are finding that good earnings aren't enough to please Wall Street: $NVDA $AVGO $CRDO https://cnb.cx/3QNV5Sz https://cnb.cx/3QNV5Sz"  
[X Link](https://x.com/KristinaParts/status/1898003931755606047)  2025-03-07T13:32Z 25.6K followers, [----] engagements


"Hungry Schilsky's CITI Shopping List: $AMZN (Sirloin): heart of any tech portfolio (or dinner plate) cheaper than WMT on CY26 EPS $META (Caesar Salad): AI winner in Internet $DKNG (Loaded Baked Potato): Legalized gambling still has runway for growth $GDDY (Cab): Let it breathe"  
[X Link](https://x.com/KristinaParts/status/1899897845718700213)  2025-03-12T18:58Z 26K followers, [----] engagements


"The practicality of quantum computing in real-world applications is a theme: $IonQ CEO: "it's completely fine to sit down and say for the computer industry for the quantum industry it's going to be another [--] to [--] years to get to where Nvidia and all the other giants are""  
[X Link](https://x.com/KristinaParts/status/1902780651524542730)  2025-03-20T17:53Z 25.8K followers, [----] engagements


"I'm told CoreWeave pricing is oscillating around $42 and won't come to market until after 1pm. Probably later. $CRWV"  
[X Link](https://x.com/KristinaParts/status/1905660609061933092)  2025-03-28T16:37Z 25.8K followers, [----] engagements


"Wolfspeed -50% amid ongoing financial struggles. Despite receiving $192M in tax credits the company faces debt refinancing challenges negative margins factory closures and delayed profitability. Seeking government support while projecting cash flow positivity by FY27. $WOLF"  
[X Link](https://x.com/KristinaParts/status/1905664353375842469)  2025-03-28T16:52Z 25.8K followers, [----] engagements


"@GaryKaltbaum Crazy how one was able to go 5x MicroStrategy with $MSTU (before split)"  
[X Link](https://x.com/KristinaParts/status/1909030274416914511)  2025-04-06T23:47Z 25.8K followers, [---] engagements


"Opportunities amid the tariff-fueled sell-off: Mizuho Research highlights Outperform-rated stocks insulated from tariffs dislocated from sectors or with near-term catalysts. $DKNG $DUK $UN $BABA"  
[X Link](https://x.com/KristinaParts/status/1909206981350424928)  2025-04-07T11:29Z 26.3K followers, [----] engagements


"Micron to impose surcharge on some products for US customers starting Wednesday due to Trump's new tariffs Reuters reports. Keep in mind they warned they would do this during their earnings call on March 20th. $MU +4% pre-mkt. Micron says they import "a very limited volume of products" that would be subject to newly announced tariffs on Canada Mexico and China. Where tariffs apply costs WILL be passed to customers. $MU Micron says they import "a very limited volume of products" that would be subject to newly announced tariffs on Canada Mexico and China. Where tariffs apply costs WILL be"  
[X Link](https://x.com/KristinaParts/status/1909583899644068071)  2025-04-08T12:27Z 25.9K followers, [----] engagements


"Conservative media dichotomy: Trump Media posts best day since July as markets surge on Trump's tariff pause while Newsmax plunges 12% after Delaware judge rules it defamed Dominion Voting Systems. Damages pending trial. $djt $nmax"  
[X Link](https://x.com/KristinaParts/status/1910065270141648977)  2025-04-09T20:20Z 25.9K followers, [----] engagements


"@DragonMaxGoku True and so are many other companies but Nvidia/TSMC/Apple are the ones to announce under the Trump admin and likely considered successful outcomes from his tariff threats"  
[X Link](https://x.com/KristinaParts/status/1911772492089155802)  2025-04-14T13:24Z 25.9K followers, [---] engagements


"$TXN CEO claims chip recovery is "real" with improvements across markets. Yet admits "customers wouldn't tell us" why they're adding inventory amid tariff reprieve. When executives can't distinguish stockpiling from genuine demand can we trust this "bottom of cycle" narrative"  
[X Link](https://x.com/KristinaParts/status/1915161193746227399)  2025-04-23T21:49Z 26.1K followers, 10.2K engagements


"Chip earnings signal: - Texas Instruments sees customers building inventory from anxiety - STM & TSMC report no dramatic changes to customer behavior - Intel notes Q1 benefited from tariff anticipation purchases. Too early to call the all clear. $TI $INTC $TSM"  
[X Link](https://x.com/KristinaParts/status/1916894833609707571)  2025-04-28T16:38Z 26.7K followers, 10K engagements


"Wow. Look at the 41% short interest in Wolfspeed. $WOFL stock is up 27% today"  
[X Link](https://x.com/KristinaParts/status/1916920832544174149)  2025-04-28T18:21Z 26.6K followers, [----] engagements


"Cadence Design alongside STM and TSMC reports no impact on customer behavior from tariffs: "We haven't seen any change in customers' behavior at this time as they continue investing in R&D for their next-gen designs" $CDNS Chip earnings signal: - Texas Instruments sees customers building inventory from anxiety - STM & TSMC report no dramatic changes to customer behavior - Intel notes Q1 benefited from tariff anticipation purchases. Too early to call the all clear. $TI $INTC $TSM Chip earnings signal: - Texas Instruments sees customers building inventory from anxiety - STM & TSMC report no"  
[X Link](https://x.com/KristinaParts/status/1916948137136074941)  2025-04-28T20:10Z 26.8K followers, [----] engagements


"@RRutilius753 @DivesTech @PowerLunch @KellyCNBC @SullyCNBC @CNBC @CNBCtech It's funny that I ran into Dan on the streets of NYC while biking home today. Sadly we didn't discuss Huawei"  
[X Link](https://x.com/KristinaParts/status/1917009822119055790)  2025-04-29T00:15Z 26.1K followers, [---] engagements


"#Breaking: Intel Foundry announces next-gen 14A process with lead customers already engaged as 18A hits [----] volume manufacturing. First 16nm tape-out now in fab with all 18A and 14A R&D and production remaining U.S.-based. No customers named in release and $INTC only 1%"  
[X Link](https://x.com/KristinaParts/status/1917251020553363789)  2025-04-29T16:13Z 26.1K followers, [----] engagements


"SuperMicro cuts Q3 sales and EPS guidance. In Q3 delayed customer platform decisions shifted sales to Q4 and gross margins fell from Q2 due to higher inventory reserves for older products and expedited costs for new product launches. $SMCI -16%. $DELL $HPE also falling"  
[X Link](https://x.com/KristinaParts/status/1917319451201974375)  2025-04-29T20:45Z 26.1K followers, 10.6K engagements


"Chip war escalates: Nvidia blasts Anthropic over claims of AI chips smuggled in "prosthetic baby bumps" as Trump admin weighs tighter export controls. The timing couldn't be more critical with May [--] restrictions looming. $NVDA #anthropic Full story: https://www.cnbc.com/2025/05/01/nvidia-and-anthropic-clash-over-us-ai-chip-restrictions-on-china.html https://www.cnbc.com/2025/05/01/nvidia-and-anthropic-clash-over-us-ai-chip-restrictions-on-china.html"  
[X Link](https://x.com/KristinaParts/status/1917957223084613749)  2025-05-01T15:00Z 26.1K followers, [----] engagements


"CoreWeave's ties to Microsoft Nvidia in focus ahead of first quarterly report $CRWV $MSFT $NVDA https://cnb.cx/430vddj https://cnb.cx/430vddj"  
[X Link](https://x.com/KristinaParts/status/1922718416718200978)  2025-05-14T18:19Z 26.3K followers, [----] engagements


"#BREAKING: Nvidia's Jensen Huang OpenAI's Sam Altman SoftBank's Masayoshi Son and Cisco President were in the UAE for President Donald Trump's visit and met with UAE President Sheikh Mohamed bin Zayed Al Nahyan. $nvda $csco #UAE"  
[X Link](https://x.com/KristinaParts/status/1923108141723480068)  2025-05-15T20:08Z 26.3K followers, [----] engagements


"CoreWeave's CEO reiterated signing a new hyperscaler customer without naming them on @CNBC this AM. But Google's logo appeared on CoreWeave's website yesterday as I reported. It's just a matter of time before it's confirmed. $CRWV CoreWeave's ties to Microsoft Nvidia in focus ahead of first quarterly report $CRWV $MSFT $NVDA https://t.co/yycVfAE7NG CoreWeave's ties to Microsoft Nvidia in focus ahead of first quarterly report $CRWV $MSFT $NVDA https://t.co/yycVfAE7NG"  
[X Link](https://x.com/KristinaParts/status/1923114444311158880)  2025-05-15T20:33Z 26.3K followers, [----] engagements


"Confirmed: Nvidia Cisco and OpenAI are backing the UAE Stargate data center project $CSCO $NVDA https://cnbc.com/id/108146958 #Breaking: White House announces UAE AI data center deal. No US companies named yet despite major tech leaders being in town with MBZ and Trump. More here: https://t.co/NPLfVkOsbf https://cnbc.com/id/108146958 #Breaking: White House announces UAE AI data center deal. No US companies named yet despite major tech leaders being in town with MBZ and Trump. More here: https://t.co/NPLfVkOsbf"  
[X Link](https://x.com/KristinaParts/status/1923460046165344752)  2025-05-16T19:26Z 26.3K followers, [----] engagements


"Jensen Huang says U.S. chip restrictions have cut Nvidia's China market share nearly in half. "Nvidia is stuck in the middle with Huang maintaining relationships with both sides in a deepening tech cold war." - Do you agree or disagree https://cnb.cx/439kY6y Nvidia caught in middle Not at all https://cnb.cx/439kY6y Nvidia caught in middle Not at all"  
[X Link](https://x.com/KristinaParts/status/1925281433892831652)  2025-05-21T20:03Z 26.4K followers, [----] engagements


"Synopsys CEO pushes back on FT reporting: "Synopsys has not received a notice from BIS. So our guidance that we are reiterating for the FY reflects our current understanding of BIS export restrictions as well as our expectations for a y/o/y decline in China revenue $SNPS"  
[X Link](https://x.com/KristinaParts/status/1927842304435343609)  2025-05-28T21:39Z 26.6K followers, 19K engagements


"$NVDA CEO hints at NEW China chip: It's "the end of the road for Hopper. We have limited options. see if we can come up with interesting products" to serve the Chinese market. "We don't have anything at the moment but we're considering it." 👀 New China-compliant chip coming"  
[X Link](https://x.com/KristinaParts/status/1927849880254349419)  2025-05-28T22:10Z 26.5K followers, [----] engagements


"Meta adds Nvidia to its networking mix. ANET down 6% after NVDA mentioned on earnings call that Meta joined their Spectrum X customer list. Meta represents 15% of Arista's [----] revenue so investors are worried about potential share loss. Competition heating up. $ANET $NVDA"  
[X Link](https://x.com/KristinaParts/status/1928097482086424719)  2025-05-29T14:33Z 26.5K followers, [----] engagements


"What is going on with Intel shares $INTC options volume is 270% of the 10-day average with p/c ratio of 0.28heavily skewed toward calls suggesting traders are betting bullish. No company news but Commerce Sec Lutnick says US-China trade talks are "going well" but no details"  
[X Link](https://x.com/KristinaParts/status/1932515000322539669)  2025-06-10T19:07Z 26.5K followers, 10.9K engagements


"That CNN headline didnt move Nvidias stock because investors already knew from the earnings call that $NVDA excluded China from its forecasts. China risk appears to be priced in. From the last earnings call:"  
[X Link](https://x.com/KristinaParts/status/1933323521670984173)  2025-06-13T00:40Z 26.6K followers, [----] engagements


"Deutsche Bank: Historical pattern shows SP500 typically drops 6% in [--] weeks post-geo shock then rallies back over next [--] weeks. They expect pullback to be milder given: Equity positioning already underweight 6% drop would push to range bottom Unless escalation occurs"  
[X Link](https://x.com/KristinaParts/status/1934561551945711853)  2025-06-16T10:39Z 26.6K followers, [----] engagements


"AMD shares jumped 8% today following reports of an AWS partnership announcement. AMD tells me 'you'll hear more about them in due course.' I'm currently at AWS's chip lab in Austin Texas where personnel were unaware of any customer announcement or press release. $AMZN $AMD"  
[X Link](https://x.com/KristinaParts/status/1934758976413135252)  2025-06-16T23:44Z 26.6K followers, [----] engagements


"@EnerTuition I think it's more of an issue of timing the announcement. Today wasn't the day. But that doesn't mean it won't be soon. Much like Coreweave (not) announcing Google as a customer. News gets leaked so the market learns to price it in"  
[X Link](https://x.com/KristinaParts/status/1934776569454874909)  2025-06-17T00:54Z 26.6K followers, [---] engagements


"Just received this video from a resident at the Banyan Tree Doha Residences - shows what appear to be broken missile remnants. #Doha #Qatar #Iran #Breaking"  
[X Link](https://x.com/KristinaParts/status/1937216941849989621)  2025-06-23T18:31Z 26.6K followers, [---] engagements


"Semis among the best-performing tech names leading the S&P Info Tech sector to a new high today. Foxconn: AI orders secured through [----] (closed-door analyst meeting) $SMCI convertible debt signals Blackwell shipment acceleration $NVDA HSBC upgrades $AVGO on ASIC biz"  
[X Link](https://x.com/KristinaParts/status/1937545045428847027)  2025-06-24T16:15Z 26.6K followers, [----] engagements


"UBS semiconductor sentiment update: - $AVGO $MRVL $NVDA most crowded in coverage - $AMD/ $INTC sentiment surged over past month - $MU remains least crowded DRAM play despite recent uptick -STX/ $WDC increasingly long-crowded as storage demand heats up"  
[X Link](https://x.com/KristinaParts/status/1940462065342468408)  2025-07-02T17:26Z 26.6K followers, [----] engagements


"Citi warns near-term downside for CoreWeave: IPO lockup expires in Aug options pricing in $120 post-deal and bulls can buy $CORZ 30% cheaper today. Neutral long-term on AI demand but want more customer diversity + profit progress. $CRWV"  
[X Link](https://x.com/KristinaParts/status/1942550467386695966)  2025-07-08T11:44Z 26.6K followers, [----] engagements


"Gorilla Technology Group $GRRR surges +14% after announcing NVIDIA solutions partnership on company website. The $NVDA Midas touch strikes again. Homepage no less: https://www.gorilla-technology.com/ https://www.gorilla-technology.com/"  
[X Link](https://x.com/KristinaParts/status/1943035857084256526)  2025-07-09T19:53Z 26.6K followers, [----] engagements


"JPMorgan says the rally in high-beta non-AI stocks like Tapestry United Airlines & Goldman Sachs may not last. Crowding risk is highand the fundamentals dont support it. Why JPM is sounding the alarm 👉 $UA $GS $PM $TPR https://cnbc.com/id/108174692 https://cnbc.com/id/108174692"  
[X Link](https://x.com/KristinaParts/status/1947458129307824285)  2025-07-22T00:46Z 26.7K followers, [----] engagements


"OpenAI just announced a massive 4.5GW data center build with Oracle - enough to power [--] million homes. As Stargate scales back is Oracle becoming the real AI infrastructure play $ORCL https://www.cnbc.com/video/2025/07/22/openai-set-to-expand-data-centers-with-a-30-billion-data-center-deal-with-oracle.htmlutm_campaign=trueanthem&utm_content=main&utm_medium=social&utm_source=linkedin https://www.cnbc.com/video/2025/07/22/openai-set-to-expand-data-centers-with-a-30-billion-data-center-deal-with-oracle.htmlutm_campaign=trueanthem&utm_content=main&utm_medium=social&utm_source=linkedin"  
[X Link](https://x.com/KristinaParts/status/1948002564068294952)  2025-07-23T12:49Z 26.7K followers, [----] engagements


"@theaustinlyons Agree but isn't aggressive financing the only way for these AI buildouts Look at CRWV Grok Meta"  
[X Link](https://x.com/KristinaParts/status/1948093988340375911)  2025-07-23T18:52Z 26.7K followers, [---] engagements


"No near-term lifeline from China for Nvidia's H20 chips. Here's why: $NVDA https://cnb.cx/4o8Amsg https://cnb.cx/4o8Amsg"  
[X Link](https://x.com/KristinaParts/status/1948129447980274123)  2025-07-23T21:13Z 26.7K followers, [----] engagements


"Nvidia AI chips worth $1bn smuggled to China after Trump export controls. A FT analysis reveals that "Nvidias B200 has become the most sought-after and widely available chip in a rampant Chinese black market for American semiconductors." $NVDA https://www.ft.com/content/6f806f6e-61c1-4b8d-9694-90d7328a7b54 https://www.ft.com/content/6f806f6e-61c1-4b8d-9694-90d7328a7b54"  
[X Link](https://x.com/KristinaParts/status/1948339787162673385)  2025-07-24T11:09Z 26.7K followers, 11.1K engagements


"The $10000 question: Invested in Intel [--] years ago Youd have $10494 today. Invested in Nvidia Youd have $3669327. (*Dividends included.) $INTC $NVDA H/T: @wellsangels"  
[X Link](https://x.com/KristinaParts/status/1948416640929923201)  2025-07-24T16:15Z 26.7K followers, [----] engagements


"The AI arms race isn't just about chips it's about who can finance fastest. $CRWV flooding markets w/ debt $NVDA powering trillion-dollar capex OpenAI's Stargate backed by banks xAI doubling GPUs. The real race is in credit markets. Full breakdown: https://www.cnbc.com/video/2025/07/31/tech-giants-are-ramping-up-ai-spending-and-debt-loads.html https://www.cnbc.com/video/2025/07/31/tech-giants-are-ramping-up-ai-spending-and-debt-loads.html"  
[X Link](https://x.com/KristinaParts/status/1951014122386235896)  2025-07-31T20:16Z 26.8K followers, [----] engagements


"@MihaRana1 Thanks for sharing - I havent been following the UK side"  
[X Link](https://x.com/KristinaParts/status/1953494395619103161)  2025-08-07T16:32Z 27.1K followers, [--] engagements


"U.S. secretly tracking semiconductor shipments to block China diversions but Nvidia says 'not us' on hidden devices in their chips. More: $NVDA $SMCI $DELL https://cnb.cx/3UvwBiW https://cnb.cx/3UvwBiW"  
[X Link](https://x.com/KristinaParts/status/1955698813265469793)  2025-08-13T18:31Z 27.1K followers, [----] engagements


"This is why Cisco shares just reversed in AH they finally gave a revenue number for their AI orders. " we recognize roughly $1 billion of revenue on the AI back end orders that weve taken from the web scale customers during fiscal year 25." $CSCO"  
[X Link](https://x.com/anyuser/status/1955738723842449640)  2025-08-13T21:10Z 29.2K followers, [----] engagements


"@rwang07 Ahhh I missed this. I was just with Rami at AWS a few months ago. Hes a wonderful leader and teacher"  
[X Link](https://x.com/KristinaParts/status/1957627084701913131)  2025-08-19T02:14Z 27.1K followers, [---] engagements


"Goldman's momentum data is wild: When their High Beta Momentum basket drops 10%+ over [--] days it bounces back 80% of the time in the next week. Median gains: 4.5% (1 week) and 11% (1 month). Current selloff hitting oversold levels. Dip buyers taking notes"  
[X Link](https://x.com/KristinaParts/status/1958563117668979149)  2025-08-21T16:13Z 27.3K followers, [----] engagements


"@REBIII333Re @ScottWapnerCNBC @YahooFinance @CNBC Morgan Stanley note: "The $55B+ numbers seem somewhat predicated on NVDA including China in the guide which feels very uncertain". Mizuho note: "I think guide expected to be around $55B and that includes very modest H20 revs.""  
[X Link](https://x.com/KristinaParts/status/1960769347192021243)  2025-08-27T18:20Z 27.3K followers, [--] engagements


"US govt expect 15% of revenue from licensed H20 chip sales to China but no formal regulation exists yet. $NVDA warns in 10Q this could "subject us to litigation increase our costs & harm our competitive position & benefit competitors that aren't subject to such arrangements""  
[X Link](https://x.com/KristinaParts/status/1960891029256855964)  2025-08-28T02:23Z 27.3K followers, [----] engagements


"To clarify @LizClaman's report: Jensen mentioned this on yesterday's call: "the opportunity for us to bring Blackwell to the China market is a real possibility. We just have to keep advocating." The "talks" are ongoing lobbying efforts. $NVDA"  
[X Link](https://x.com/KristinaParts/status/1961049590813069810)  2025-08-28T12:53Z 27.3K followers, [----] engagements


"$TXN falls 5% after CFO says automotive market lagging broader recovery: "We're seeing four of our five end markets in recovery. The exception is automotive. it's not quite happening a snapback as maybe some people anticipated"- Lizardi at Citi TMT"  
[X Link](https://x.com/KristinaParts/status/1963615954631377283)  2025-09-04T14:51Z 27.5K followers, 13.7K engagements


"@BenBajarin @T_h_e_Circuit https://www.ft.com/content/e8cc6d99-d06e-4e9b-a54f-29317fa68d6f https://www.ft.com/content/e8cc6d99-d06e-4e9b-a54f-29317fa68d6f"  
[X Link](https://x.com/KristinaParts/status/1963768953416953998)  2025-09-05T00:59Z 27.4K followers, [---] engagements


"Nvidias $5B Intel bet looking market-driven: zero White House mention in press release & NEC Director Hassett tells CNBC he wasnt aware of govt encouraging the investment. But great timing for Trump: US just took 10% Intel stake last month. $intc +25% Coincidence $NVDA"  
[X Link](https://x.com/KristinaParts/status/1968678944653135889)  2025-09-18T14:10Z 27.5K followers, [----] engagements


"AMD responds to Nvidia/Intel partnership: "We continue to consistently execute our x86 leadership roadmap" and remain "confident in our ability to continue driving innovation." Translation: $AMD definitely not worried about losing server CPU share to custom $INTC chips for $NVDA"  
[X Link](https://x.com/KristinaParts/status/1968735957160452108)  2025-09-18T17:56Z 27.5K followers, [----] engagements


"Intel CEO: NVIDIA deal brewing his entire 6-month tenure. "From day one Jensen and I we work on it. And then we accelerate that process." So this $5B partnership started the moment Lip-Bu Tan became CEO and may not be reactive to recent market conditions. $INTC $NVDA"  
[X Link](https://x.com/KristinaParts/status/1968737667626959009)  2025-09-18T18:03Z 27.5K followers, [----] engagements


"@IanCutress On the press call Jensen did say "we're going to become a very large customer of Intel CPUs" so I get your concern. But he did follow w/: "our arm roadmap is going to continue. We're we're fully committed to the arm road map. this today should have no impact on ARM""  
[X Link](https://x.com/KristinaParts/status/1968783204078260550)  2025-09-18T21:04Z 27.5K followers, [---] engagements


"Oracle names two technical co-CEOs as Safra Catz steps back to Executive Vice Chair. Oracle is also central to the TikTok US consortium. Could free up Catz for TikTok JV leadership $ORCL https://cnb.cx/4gzHACh https://cnb.cx/4gzHACh"  
[X Link](https://x.com/KristinaParts/status/1970206168170799344)  2025-09-22T19:18Z 27.5K followers, [----] engagements


"@shahnaz_alvi Applovin. I'll be talking about it at 525pm on Fast Money"  
[X Link](https://x.com/KristinaParts/status/1975301206416499080)  2025-10-06T20:44Z 27.6K followers, [---] engagements


"More from MS: Don't take NVDA/OAI 10GW target literally. Could be higher or lower. They also say to be skeptical of competitors' targets and DRAM supply chain forecasts. MS view: This vagueness is actually reassuring for those worried the numbers were too aggressive. $NVDA Morgan Stanley notes a key issue with AMD's OpenAI deal: the warrant arrangement only incentivizes OpenAI itself to use AMD chips. Cloud providers still need convincing to deploy tens of billions on unproven hardware that isn't shipping yet. $AMD Morgan Stanley notes a key issue with AMD's OpenAI deal: the warrant"  
[X Link](https://x.com/KristinaParts/status/1976618672815813071)  2025-10-10T11:59Z 27.9K followers, [----] engagements


"Great take on the "AI bubble". The AI boom isnt a bubble. Its Pearl Street [----] at 10x speed and 100x scale. Were spending $7 trillion to build the next grid not for light but for intelligence. Edison couldnt see ChatGPT coming. We cant see whats next. You can only connect the dots looking backward. https://t.co/CcUWlM17HS The AI boom isnt a bubble. Its Pearl Street [----] at 10x speed and 100x scale. Were spending $7 trillion to build the next grid not for light but for intelligence. Edison couldnt see ChatGPT coming. We cant see whats next. You can only connect the dots looking backward."  
[X Link](https://x.com/KristinaParts/status/1977832443022360617)  2025-10-13T20:22Z 27.9K followers, 10.1K engagements


"Taiwan Central Bank warning that @Bitcoin may face a hacking risk and that it's "not a currency" #moneytalk #investments"  
[X Link](https://x.com/KristinaParts/status/417631716702838784)  2013-12-30T12:22Z 25.6K followers, [--] engagements


"Go Team Canada @bnn is live on TV but the crew can't help but cheer for #Canada 's women's hockey team #CANvsUSA http://t.co/KlY9XbPsTr"  
[X Link](https://x.com/KristinaParts/status/436590329760718849)  2014-02-20T19:57Z 25.6K followers, [--] engagements


"Twitter is launching a new layout that looks oddly familiar. Expect the facebook-like changes soon @BNN #tech $TWTR http://t.co/LMQTtdPppQ"  
[X Link](https://x.com/KristinaParts/status/453576754779525120)  2014-04-08T16:55Z 25.6K followers, [--] engagements


"I was at @BitcoinExpoCA today for the #hackathon. Tune into @BNN on Monday for my chat w/ #Bitcoin @DECENTRALca #btc http://t.co/QxZc0JO45T"  
[X Link](https://x.com/KristinaParts/status/454727083554390016)  2014-04-11T21:05Z 25.6K followers, [--] engagements


"Google is set to search for your child @BNN: http://t.co/RJQ8fueBwU @hainsworthtv #expresssions #Technews $GOOG http://t.co/7jWxi9sjVx http://www.bnn.ca/Video/player.aspxvid=419484 http://www.bnn.ca/Video/player.aspxvid=419484"  
[X Link](https://x.com/KristinaParts/status/501817553996754944)  2014-08-19T19:46Z 25.6K followers, [--] engagements


"Abercrombie & Fitch losing its cool factor @BNN: http://t.co/ugI8feWpYf #retail $ANF (& bowtie talk w/ @hainsworthtv) http://t.co/SidBRbPdOu http://www.bnn.ca/Video/player.aspxvid=426942 http://www.bnn.ca/Video/player.aspxvid=426942"  
[X Link](https://x.com/KristinaParts/status/505051819425673216)  2014-08-28T17:58Z 25.5K followers, [--] engagements


"How @Target plans to survive in Canada past the holiday season. Tune into @BNN for CEO Brian Cornell at 3:45pm ET http://t.co/huYcbZVwJH"  
[X Link](https://x.com/KristinaParts/status/519921203038146560)  2014-10-08T18:44Z 25.5K followers, [--] engagements


"Last class with Jeremy Siegel. Thanks @WhartonBizJourn @Wharton for an amazing trip. #philly #stocks #uofpenn http://t.co/5ghfeOTa2l"  
[X Link](https://x.com/KristinaParts/status/522423507695960064)  2014-10-15T16:27Z 25.5K followers, [--] engagements


"Honda executive says long term car loans are "stupid" @BNN : http://t.co/tfkYc3tvTz #auto #honda #debt $HMC http://t.co/vrM0KaG5WN http://www.bnn.ca/Video/player.aspxvid=534616 http://www.bnn.ca/Video/player.aspxvid=534616"  
[X Link](https://x.com/KristinaParts/status/557628771810152449)  2015-01-20T20:00Z 25.5K followers, [--] engagements


"Lumber Liquidators stock hammered by @60Minutes report. Shares down 25% @BNN: http://t.co/mKb9fAnHIz $LL #retail http://t.co/GBcZTMpYNS http://www.bnn.ca/Video/player.aspxvid=561926 http://www.bnn.ca/Video/player.aspxvid=561926"  
[X Link](https://x.com/KristinaParts/status/572509054146379776)  2015-03-02T21:29Z 25.6K followers, [--] engagements


"Nike's still doin' it. Stock up despite mixed result @BNN: http://t.co/RQ46BZ7CCO $NKE #retail $UA http://t.co/j8UHzcvy7S http://www.bnn.ca/Video/player.aspxvid=574953 http://www.bnn.ca/Video/player.aspxvid=574953"  
[X Link](https://x.com/KristinaParts/status/579027125480644608)  2015-03-20T21:09Z 25.5K followers, [--] engagements


"Microsoft [--] launch today. I'll be interviewing Head of Windows at $MSFT Canada today on @BNN at 11:20 AM EST. #tech http://t.co/w7Q5xiM14b"  
[X Link](https://x.com/KristinaParts/status/626408699154821121)  2015-07-29T15:07Z 25.5K followers, [--] engagements


"Shopify beat expectations with 1st earnings report since IPO (fun screen grabs incl @BNN http://t.co/wz5yVnlGI8 $SHOP http://t.co/7qEoS8jFXF http://www.bnn.ca/Video/player.aspxvid=668997 http://www.bnn.ca/Video/player.aspxvid=668997"  
[X Link](https://x.com/KristinaParts/status/626849309733068800)  2015-07-30T20:18Z 25.5K followers, [--] engagements


"No joke. $GOOG announces new operating structure called Alphabet. "G is for Google" - Larry Page @BNN #technews http://t.co/Z3AnIJWzIw"  
[X Link](https://x.com/KristinaParts/status/630845666605027328)  2015-08-10T20:58Z 25.5K followers, [--] engagements


"Arizona Coyotes prospect @max_domi on playing with #diabetes @BNN:http://t.co/1pUrLpWECt #NHL #coyotes #arizona http://t.co/Ez9vvx3xoP http://www.bnn.ca/Video/player.aspxvid=681063 http://www.bnn.ca/Video/player.aspxvid=681063"  
[X Link](https://x.com/KristinaParts/status/633291552203390976)  2015-08-17T14:57Z 25.5K followers, [--] engagements


"Shopping Channel QVC buys struggling online retailer Zulily @BNN: http://t.co/9fASvMrU02 #retail $QVC $ZU #retail http://t.co/dMf6CcrlQ3 http://www.bnn.ca/Video/player.aspxvid=681529 http://www.bnn.ca/Video/player.aspxvid=681529"  
[X Link](https://x.com/KristinaParts/status/633383082024939521)  2015-08-17T21:01Z 27.4K followers, [--] engagements


"Pepsi wants to sell smartphones and yogurt And @catherinebnn gets shy @BNN: http://t.co/wzsHApjz76 #retail $pep http://t.co/fVp4b2VXka http://www.bnn.ca/Video/player.aspxvid=726059 http://www.bnn.ca/Video/player.aspxvid=726059"  
[X Link](https://x.com/KristinaParts/status/654035878696878084)  2015-10-13T20:47Z 25.5K followers, [--] engagements


"Why Gamestop shares are tanking @BNN: #gaming $GME #retail #ubisoft #videogames http://www.bnn.ca/Video/player.aspxvid=756123 http://www.bnn.ca/Video/player.aspxvid=756123"  
[X Link](https://x.com/KristinaParts/status/668891090351714304)  2015-11-23T20:37Z 25.6K followers, [--] engagements


"#Danier to file insolvency proceedings. For every $1 the leather company makes it loses almost [--] cents. @BNN"  
[X Link](https://x.com/KristinaParts/status/695327699146039296)  2016-02-04T19:26Z 25.6K followers, [--] engagements


"Why Lululemon is a growth stock + @catherinebnn shares her workout tips @BNN: $LULU #fit http://www.bnn.ca/Video/player.aspxvid=823753 http://www.bnn.ca/Video/player.aspxvid=823753"  
[X Link](https://x.com/KristinaParts/status/707343597939646464)  2016-03-08T23:13Z 25.6K followers, [--] engagements

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