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#  @MF_Camillus LBM_LXXVIII
LBM_LXXVIII posts on X about $nvda, ai, nvda, $avgo the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.
### Engagements: XXXXX [#](/creator/twitter::1689644328401223680/interactions)
- X Week XXXXXX +2.80%
- X Month XXXXXX +57%
- X Months XXXXXXX +18%
- X Year XXXXXXX +643%
### Mentions: XX [#](/creator/twitter::1689644328401223680/posts_active)
- X Month XX -XX%
- X Months XXX +210%
- X Year XXX +12%
### Followers: XXXXX [#](/creator/twitter::1689644328401223680/followers)
- X Week XXXXX +3.60%
- X Month XXXXX +9.70%
- X Months XXXXX +31%
- X Year XXXXX +296%
### CreatorRank: XXXXXXX [#](/creator/twitter::1689644328401223680/influencer_rank)
### Social Influence
**Social category influence**
[stocks](/list/stocks) XXXXX% [technology brands](/list/technology-brands) XXXXX% [finance](/list/finance) XXXXX% [countries](/list/countries) XXXX% [fashion brands](/list/fashion-brands) XXXX% [travel destinations](/list/travel-destinations) XXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [celebrities](/list/celebrities) XXXX% [automotive brands](/list/automotive-brands) XXXX%
**Social topic influence**
[$nvda](/topic/$nvda) #414, [ai](/topic/ai) 26.19%, [nvda](/topic/nvda) #197, [$avgo](/topic/$avgo) #148, [avgo](/topic/avgo) #134, [china](/topic/china) 9.52%, [asics](/topic/asics) #250, [$7936t](/topic/$7936t) #250, [chips](/topic/chips) #488, [strong](/topic/strong) XXXX%
**Top accounts mentioned or mentioned by**
[@midnight_captl](/creator/undefined) [@midnightcaptl](/creator/undefined) [@theinformation](/creator/undefined) [@thevalueist](/creator/undefined) [@efilelifer](/creator/undefined) [@vanityfair](/creator/undefined) [@icnewer](/creator/undefined) [@firstadopter](/creator/undefined) [@gavinsbaker](/creator/undefined) [@altcap](/creator/undefined) [@clarktang](/creator/undefined) [@plaffont](/creator/undefined) [@coatuemgmt](/creator/undefined) [@mfcamillus](/creator/undefined) [@cfromhertz](/creator/undefined) [@stephanielink](/creator/undefined) [@nvidia](/creator/undefined) [@alexgraveley](/creator/undefined) [@davidsacks](/creator/undefined) [@profeprofit](/creator/undefined)
**Top assets mentioned**
[NVIDIA Corp. (NVDA)](/topic/$nvda) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Oracle Corporation (ORCL)](/topic/$orcl) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Microsoft Corp. (MSFT)](/topic/$msft) [Dell Technologies, Inc. (DELL)](/topic/dell) [Taiwan Semiconductor (TSM)](/topic/$tsm) [GitLab Inc. Class A Common Stock (GTLB)](/topic/$gtlb) [Walmart, Inc. (WMT)](/topic/$wmt) [Costco Hot Dog (COST)](/topic/$cost) [Chipotle Mexican Grill, Inc. (CMG)](/topic/$cmg) [Metadium (META)](/topic/$meta) [Alibaba Group (BABA)](/topic/$baba) [Tesla, Inc. (TSLA)](/topic/$tsla)
### Top Social Posts
Top posts by engagements in the last XX hours
"This is just a way for the Chinese to save face Absolutely irrelevant $NVDA"
[X Link](https://x.com/MF_Camillus/status/1998392572658561433) 2025-12-09T14:01Z 1059 followers, XXX engagements
"Chinese companies will buy as many H200s as $NVDA is capable of selling them full stop The rest is nonsense"
[X Link](https://x.com/MF_Camillus/status/1998728531187012073) 2025-12-10T12:16Z 1065 followers, XX engagements
"Strong acceleration Numbers Vibes $NVDA"
[X Link](https://x.com/MF_Camillus/status/1999011804345721177) 2025-12-11T07:02Z 1065 followers, XXX engagements
"A dip in $NVDA shares right in the middle of the Blackwell cycle.now thats a proper Xmas gift"
[X Link](https://x.com/MF_Camillus/status/1999012867128070445) 2025-12-11T07:06Z 1065 followers, XXX engagements
"As a matter of fact $AVGO is the only semi company out there to have a stock performance that matches $NVDA since the AI cycle started 3y ago Despite not having achieved anything near NV's success neither in terms of results nor technology breakthroughs"
[X Link](https://x.com/MF_Camillus/status/1999500639840112816) 2025-12-12T15:24Z 1071 followers, XXX engagements
"Abt X years ago Nvidia single handedly started a tech revolution that would change the compute landscape and the world more broadly forever As we approach the end of 2025 $AVGO stock is about to outperform $NVDA over the same time span (pic on the right below) so it's probably a good time to look at numbers (both past and NTM) and respective valuations As the pic on the left shows Nvidia grew revenues and earnings at XX% and XX% CAGRs over the last 4y and is expected to grow both around XX% next year (under apparently very conservative assumptions) On a LTM basis Nvidia is currently valued"
[X Link](https://x.com/MF_Camillus/status/1998710053935755497) 2025-12-10T11:03Z 1071 followers, 1020 engagements
"$ORCL once again called out stronger AI investments and $NVDA shares got hit in the AH in response On a NTM basis Nvidia is now valued below 25x P/Ethats less than $WMT $COST $CMG and many other defensive single digits growth companies At some point we just have to acknowledge mkts are retarded"
[X Link](https://x.com/MF_Camillus/status/1998905524620849217) 2025-12-10T23:59Z 1071 followers, 1381 engagements
"@efilelifer Again read my comment above And again just the 4728848th time it happens over the last 4y when $NVDA stock nearly 10xed But feel free to go with ur vibes"
[X Link](https://x.com/MF_Camillus/status/1998964294063673418) 2025-12-11T03:53Z 1071 followers, XXX engagements
"This is an interesting observation The half-life of BS $NVDA bear porn has been getting shorter and shorter and these ppl are running out of narratives Time to let the REAL story begin: $NVDA supply chain dominance amid Blackwell rollout in anticipation of complete ASICs obliteration with VR At some point next year we might be talking abt further acceleration in top and bottomline growth in 2027 and that's what will send NV to the stratosphere"
[X Link](https://x.com/MF_Camillus/status/1999201661508587746) 2025-12-11T19:36Z 1070 followers, XXX engagements
"Pretty unimpressive numbers barely a beat.Nvidia wd get slaughtered if it did similar Less than 1/3rd $NVDA revenues less than 1/4th its earnings and already roughly 1/2 the mkt cap for 2x the valuation on a NTM basis All that while on its way to be completely outclassed by NV next generation VR NVL144 $AVGO is a mkt narrative nothing else"
[X Link](https://x.com/MF_Camillus/status/1999228805617999897) 2025-12-11T21:24Z 1071 followers, 1452 engagements
"Maybe because its an overpriced/overhyped pos Or maybe because $NVDA is a much better company at 1/2 the valuation Or maybe both"
[X Link](https://x.com/MF_Camillus/status/1999247117957865526) 2025-12-11T22:37Z 1070 followers, XXX engagements
"aka 1/5th of $NVDA numbers and that's even before VR the ASICs killer that has to be worth 2x Nvidia valuation right I mean riiiiite mkts are retarded"
[X Link](https://x.com/MF_Camillus/status/1999251108301074852) 2025-12-11T22:53Z 1071 followers, XXX engagements
"$AVGO is a big castle of cards hanging out in the open and the wind is starting to blow Its valuation makes absolute no sense whatsoever.the stock could literally halve and it wd still NOT be as compelling a buy as $NVDA today"
[X Link](https://x.com/MF_Camillus/status/1999252217451176445) 2025-12-11T22:57Z 1071 followers, XXX engagements
"To Hock Tan's credit he was incredibly honest this time around He probably got embarassed himself with the amount of BS going on even though it was favoring him. Well it wd come back to bite him in the ass eventually so better to stop the nonsense now I guess $AVGO $NVDA"
[X Link](https://x.com/MF_Camillus/status/1999413604731486667) 2025-12-12T09:38Z 1071 followers, XXX engagements
"Hock Tan yesterday is a moment of profound honesty pretty much confirmed $NVDA is on a league of its own and $AVGO doesn't even see themselves as competitors frustrating a bunch of lunatics who take their cues from @theinformation @VanityFair & others Consequences BC stock is taking a modest hit pre mkt and Nvidia is.ALSO DOWN 🤣🤣🤡🤡 If you have friends facing financial stress just tell them to send their resumes to any W St institution.no matter how talentless they are they will probably beat W St average handsomely"
[X Link](https://x.com/MF_Camillus/status/1999429656030666984) 2025-12-12T10:42Z 1071 followers, XXX engagements
"To partially paraphrase Robert Downey Jr W St on average is indeed a bunch of talentless low IQ shameless high energy high ambition loud unpleasant uninteresting pretentious ppl And that's not even saying much.🤣🤣"
[X Link](https://x.com/MF_Camillus/status/1999432164694458389) 2025-12-12T10:52Z 1071 followers, XX engagements
"Hock Tan yesterday in a moment of profound honesty pretty much confirmed $NVDA is on a league of its own and $AVGO doesn't even see themselves as competitors frustrating a bunch of lunatics who take their cues from @theinformation @VanityFair & others Consequences BC stock is taking a modest hit pre mkt and Nvidia is.ALSO DOWN 🤣🤣🤡🤡 If you have friends facing financial stress just tell them to send their resumes to any W St institution.no matter how talentless they are they will probably beat W St average handsomely"
[X Link](https://x.com/MF_Camillus/status/1999433497010712842) 2025-12-12T10:57Z 1071 followers, XXX engagements
"This is he kind of confirmation ppl need isn't it Again: W St is as retarded as it gets $NVDA"
[X Link](https://x.com/MF_Camillus/status/1999464873835872358) 2025-12-12T13:02Z 1071 followers, XXX engagements
"@cfromhertz correction to ur lazy headline: $AVGO trade is tired"
[X Link](https://x.com/MF_Camillus/status/1999466705270243462) 2025-12-12T13:09Z 1071 followers, XX engagements
"and it will all obviously flow to $NVDA next"
[X Link](https://x.com/MF_Camillus/status/1999475657454288967) 2025-12-12T13:45Z 1071 followers, XXX engagements
"$NVDA an absolute steal at 180ish Getting dragged by $AVGO today is nothing but a massive buying opp $AVGO weak bull case going down in flames is another clear +ve"
[X Link](https://x.com/MF_Camillus/status/1999504925366096043) 2025-12-12T15:41Z 1071 followers, XXX engagements
"@icnewer @Stephanie_Link $NVDA is priced at 23x CY 2026 P/E my frd.and is expected to grow 2x faster than BC 20x for BC is arguably still a premium valuation"
[X Link](https://x.com/MF_Camillus/status/1999507830856974349) 2025-12-12T15:53Z 1071 followers, XX engagements
"300 is a decent price target for both $NVDA and $AVGO in 2026"
[X Link](https://x.com/MF_Camillus/status/1999510071013671182) 2025-12-12T16:02Z 1071 followers, XXX engagements
"Limit access to $NVDA H200s because they know how good it is and how much it could jeoparize its intentions to build it themselves And completely ignore AMD and ASICs in general because they know it's just not up to par"
[X Link](https://x.com/MF_Camillus/status/1998691208957223124) 2025-12-10T09:48Z 1068 followers, XXX engagements
"W St is at least XX% hype incredible Every time Hock Tan picks up the mic and promises he will cure cancer in 5y Broadcom shareholders get all excited and forget they have been struggling to meet forecasts.he gets a free pass With Nvidia for some reason it's the opposite.I don't believe I've ever seen anything quite like it To be clear I am not short $AVGO.think this aberration resolves itself with $NVDA outperforming significantly going fwd"
[X Link](https://x.com/MF_Camillus/status/1998713892625629224) 2025-12-10T11:18Z 1067 followers, XX engagements
"That DeepSeek was always using the most advanced AI chips was clear from the beginning Btw back then @theinformation was using DS as a reason to smear on $NVDA saying it wd make demand for its chips collapse But the fact that right after the Trump adm decided to allow exports of H200s The Information comes out making noise abt this shows what their real intent is @theinformation is openly a "hit jobs for sale" organization squarely focused on attacking Nvidia"
[X Link](https://x.com/MF_Camillus/status/1998741906696663294) 2025-12-10T13:09Z 1068 followers, XXX engagements
"China will rip off its technology mass produce it themselves Too much idiocy in just one phrasebtw they could do that any time (if that was even possible) Fun fact: everyone acknowledges $NVDA technological supremacyeveryone but markets"
[X Link](https://x.com/MF_Camillus/status/1998758709514875331) 2025-12-10T14:16Z 1068 followers, XX engagements
"2x more expensive than $TSLA ugly as fck and much harder to scale It will really be clear in hindsight (kind of surprising it still isn't)"
[X Link](https://x.com/MF_Camillus/status/1998763148468457756) 2025-12-10T14:34Z 1068 followers, XXX engagements
"@alexgraveley isnt't that weird same guys who internalized we are not going back to horses as primary means of transportation those guys"
[X Link](https://x.com/MF_Camillus/status/1999132677887201727) 2025-12-11T15:02Z 1068 followers, XXX engagements
"same here.not exactly sure how ppl expected such a big investment in AI DC not to drag FCF into -ve territory ST as long as they are all taken the moment they go online $ORCL will make a killing.and all indications point in that direction (more each day) mkts are taken by plain idiocy"
[X Link](https://x.com/MF_Camillus/status/1999139124872171992) 2025-12-11T15:28Z 1068 followers, XX engagements
"that wd actually give a nice book. title: "The Most Hated Stock to Ever 10x." never an easy ride.not even after the q2/2023 blowout (pull fwd demand quickly became the narrative) why is $NVDA hated so much Real puzzle to me.could be the subject of a PhD in Mkt Psychology"
[X Link](https://x.com/MF_Camillus/status/1999160751072682195) 2025-12-11T16:54Z 1068 followers, XX engagements
"@Midnight_Captl He basically memorizes some of Jensen's most catching lines and spell them out like a Bangkok drug dealer ("oh scale up scale out") Had enough with this guy"
[X Link](https://x.com/MF_Camillus/status/1999249627749793907) 2025-12-11T22:47Z 1070 followers, XX engagements
"@Midnight_Captl lets hope @DavidSacks looks into it because right now it's clearly a political crusade. @theinformation and other outlets know the easiest way to destabilize the Govt is by creating mkt instability and an overall low confidence environment"
[X Link](https://x.com/MF_Camillus/status/1999546152916554133) 2025-12-12T18:25Z 1070 followers, XX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@MF_Camillus LBM_LXXVIII
LBM_LXXVIII posts on X about $nvda, ai, nvda, $avgo the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXXX +2.80%
- X Month XXXXXX +57%
- X Months XXXXXXX +18%
- X Year XXXXXXX +643%
Mentions: XX #
- X Month XX -XX%
- X Months XXX +210%
- X Year XXX +12%
Followers: XXXXX #
- X Week XXXXX +3.60%
- X Month XXXXX +9.70%
- X Months XXXXX +31%
- X Year XXXXX +296%
CreatorRank: XXXXXXX #
Social Influence
Social category influence stocks XXXXX% technology brands XXXXX% finance XXXXX% countries XXXX% fashion brands XXXX% travel destinations XXXX% cryptocurrencies XXXX% celebrities XXXX% automotive brands XXXX%
Social topic influence $nvda #414, ai 26.19%, nvda #197, $avgo #148, avgo #134, china 9.52%, asics #250, $7936t #250, chips #488, strong XXXX%
Top accounts mentioned or mentioned by @midnight_captl @midnightcaptl @theinformation @thevalueist @efilelifer @vanityfair @icnewer @firstadopter @gavinsbaker @altcap @clarktang @plaffont @coatuemgmt @mfcamillus @cfromhertz @stephanielink @nvidia @alexgraveley @davidsacks @profeprofit
Top assets mentioned NVIDIA Corp. (NVDA) Broadcom, Inc. (AVGO) Oracle Corporation (ORCL) Alphabet Inc Class A (GOOGL) Microsoft Corp. (MSFT) Dell Technologies, Inc. (DELL) Taiwan Semiconductor (TSM) GitLab Inc. Class A Common Stock (GTLB) Walmart, Inc. (WMT) Costco Hot Dog (COST) Chipotle Mexican Grill, Inc. (CMG) Metadium (META) Alibaba Group (BABA) Tesla, Inc. (TSLA)
Top Social Posts
Top posts by engagements in the last XX hours
"This is just a way for the Chinese to save face Absolutely irrelevant $NVDA"
X Link 2025-12-09T14:01Z 1059 followers, XXX engagements
"Chinese companies will buy as many H200s as $NVDA is capable of selling them full stop The rest is nonsense"
X Link 2025-12-10T12:16Z 1065 followers, XX engagements
"Strong acceleration Numbers Vibes $NVDA"
X Link 2025-12-11T07:02Z 1065 followers, XXX engagements
"A dip in $NVDA shares right in the middle of the Blackwell cycle.now thats a proper Xmas gift"
X Link 2025-12-11T07:06Z 1065 followers, XXX engagements
"As a matter of fact $AVGO is the only semi company out there to have a stock performance that matches $NVDA since the AI cycle started 3y ago Despite not having achieved anything near NV's success neither in terms of results nor technology breakthroughs"
X Link 2025-12-12T15:24Z 1071 followers, XXX engagements
"Abt X years ago Nvidia single handedly started a tech revolution that would change the compute landscape and the world more broadly forever As we approach the end of 2025 $AVGO stock is about to outperform $NVDA over the same time span (pic on the right below) so it's probably a good time to look at numbers (both past and NTM) and respective valuations As the pic on the left shows Nvidia grew revenues and earnings at XX% and XX% CAGRs over the last 4y and is expected to grow both around XX% next year (under apparently very conservative assumptions) On a LTM basis Nvidia is currently valued"
X Link 2025-12-10T11:03Z 1071 followers, 1020 engagements
"$ORCL once again called out stronger AI investments and $NVDA shares got hit in the AH in response On a NTM basis Nvidia is now valued below 25x P/Ethats less than $WMT $COST $CMG and many other defensive single digits growth companies At some point we just have to acknowledge mkts are retarded"
X Link 2025-12-10T23:59Z 1071 followers, 1381 engagements
"@efilelifer Again read my comment above And again just the 4728848th time it happens over the last 4y when $NVDA stock nearly 10xed But feel free to go with ur vibes"
X Link 2025-12-11T03:53Z 1071 followers, XXX engagements
"This is an interesting observation The half-life of BS $NVDA bear porn has been getting shorter and shorter and these ppl are running out of narratives Time to let the REAL story begin: $NVDA supply chain dominance amid Blackwell rollout in anticipation of complete ASICs obliteration with VR At some point next year we might be talking abt further acceleration in top and bottomline growth in 2027 and that's what will send NV to the stratosphere"
X Link 2025-12-11T19:36Z 1070 followers, XXX engagements
"Pretty unimpressive numbers barely a beat.Nvidia wd get slaughtered if it did similar Less than 1/3rd $NVDA revenues less than 1/4th its earnings and already roughly 1/2 the mkt cap for 2x the valuation on a NTM basis All that while on its way to be completely outclassed by NV next generation VR NVL144 $AVGO is a mkt narrative nothing else"
X Link 2025-12-11T21:24Z 1071 followers, 1452 engagements
"Maybe because its an overpriced/overhyped pos Or maybe because $NVDA is a much better company at 1/2 the valuation Or maybe both"
X Link 2025-12-11T22:37Z 1070 followers, XXX engagements
"aka 1/5th of $NVDA numbers and that's even before VR the ASICs killer that has to be worth 2x Nvidia valuation right I mean riiiiite mkts are retarded"
X Link 2025-12-11T22:53Z 1071 followers, XXX engagements
"$AVGO is a big castle of cards hanging out in the open and the wind is starting to blow Its valuation makes absolute no sense whatsoever.the stock could literally halve and it wd still NOT be as compelling a buy as $NVDA today"
X Link 2025-12-11T22:57Z 1071 followers, XXX engagements
"To Hock Tan's credit he was incredibly honest this time around He probably got embarassed himself with the amount of BS going on even though it was favoring him. Well it wd come back to bite him in the ass eventually so better to stop the nonsense now I guess $AVGO $NVDA"
X Link 2025-12-12T09:38Z 1071 followers, XXX engagements
"Hock Tan yesterday is a moment of profound honesty pretty much confirmed $NVDA is on a league of its own and $AVGO doesn't even see themselves as competitors frustrating a bunch of lunatics who take their cues from @theinformation @VanityFair & others Consequences BC stock is taking a modest hit pre mkt and Nvidia is.ALSO DOWN 🤣🤣🤡🤡 If you have friends facing financial stress just tell them to send their resumes to any W St institution.no matter how talentless they are they will probably beat W St average handsomely"
X Link 2025-12-12T10:42Z 1071 followers, XXX engagements
"To partially paraphrase Robert Downey Jr W St on average is indeed a bunch of talentless low IQ shameless high energy high ambition loud unpleasant uninteresting pretentious ppl And that's not even saying much.🤣🤣"
X Link 2025-12-12T10:52Z 1071 followers, XX engagements
"Hock Tan yesterday in a moment of profound honesty pretty much confirmed $NVDA is on a league of its own and $AVGO doesn't even see themselves as competitors frustrating a bunch of lunatics who take their cues from @theinformation @VanityFair & others Consequences BC stock is taking a modest hit pre mkt and Nvidia is.ALSO DOWN 🤣🤣🤡🤡 If you have friends facing financial stress just tell them to send their resumes to any W St institution.no matter how talentless they are they will probably beat W St average handsomely"
X Link 2025-12-12T10:57Z 1071 followers, XXX engagements
"This is he kind of confirmation ppl need isn't it Again: W St is as retarded as it gets $NVDA"
X Link 2025-12-12T13:02Z 1071 followers, XXX engagements
"@cfromhertz correction to ur lazy headline: $AVGO trade is tired"
X Link 2025-12-12T13:09Z 1071 followers, XX engagements
"and it will all obviously flow to $NVDA next"
X Link 2025-12-12T13:45Z 1071 followers, XXX engagements
"$NVDA an absolute steal at 180ish Getting dragged by $AVGO today is nothing but a massive buying opp $AVGO weak bull case going down in flames is another clear +ve"
X Link 2025-12-12T15:41Z 1071 followers, XXX engagements
"@icnewer @Stephanie_Link $NVDA is priced at 23x CY 2026 P/E my frd.and is expected to grow 2x faster than BC 20x for BC is arguably still a premium valuation"
X Link 2025-12-12T15:53Z 1071 followers, XX engagements
"300 is a decent price target for both $NVDA and $AVGO in 2026"
X Link 2025-12-12T16:02Z 1071 followers, XXX engagements
"Limit access to $NVDA H200s because they know how good it is and how much it could jeoparize its intentions to build it themselves And completely ignore AMD and ASICs in general because they know it's just not up to par"
X Link 2025-12-10T09:48Z 1068 followers, XXX engagements
"W St is at least XX% hype incredible Every time Hock Tan picks up the mic and promises he will cure cancer in 5y Broadcom shareholders get all excited and forget they have been struggling to meet forecasts.he gets a free pass With Nvidia for some reason it's the opposite.I don't believe I've ever seen anything quite like it To be clear I am not short $AVGO.think this aberration resolves itself with $NVDA outperforming significantly going fwd"
X Link 2025-12-10T11:18Z 1067 followers, XX engagements
"That DeepSeek was always using the most advanced AI chips was clear from the beginning Btw back then @theinformation was using DS as a reason to smear on $NVDA saying it wd make demand for its chips collapse But the fact that right after the Trump adm decided to allow exports of H200s The Information comes out making noise abt this shows what their real intent is @theinformation is openly a "hit jobs for sale" organization squarely focused on attacking Nvidia"
X Link 2025-12-10T13:09Z 1068 followers, XXX engagements
"China will rip off its technology mass produce it themselves Too much idiocy in just one phrasebtw they could do that any time (if that was even possible) Fun fact: everyone acknowledges $NVDA technological supremacyeveryone but markets"
X Link 2025-12-10T14:16Z 1068 followers, XX engagements
"2x more expensive than $TSLA ugly as fck and much harder to scale It will really be clear in hindsight (kind of surprising it still isn't)"
X Link 2025-12-10T14:34Z 1068 followers, XXX engagements
"@alexgraveley isnt't that weird same guys who internalized we are not going back to horses as primary means of transportation those guys"
X Link 2025-12-11T15:02Z 1068 followers, XXX engagements
"same here.not exactly sure how ppl expected such a big investment in AI DC not to drag FCF into -ve territory ST as long as they are all taken the moment they go online $ORCL will make a killing.and all indications point in that direction (more each day) mkts are taken by plain idiocy"
X Link 2025-12-11T15:28Z 1068 followers, XX engagements
"that wd actually give a nice book. title: "The Most Hated Stock to Ever 10x." never an easy ride.not even after the q2/2023 blowout (pull fwd demand quickly became the narrative) why is $NVDA hated so much Real puzzle to me.could be the subject of a PhD in Mkt Psychology"
X Link 2025-12-11T16:54Z 1068 followers, XX engagements
"@Midnight_Captl He basically memorizes some of Jensen's most catching lines and spell them out like a Bangkok drug dealer ("oh scale up scale out") Had enough with this guy"
X Link 2025-12-11T22:47Z 1070 followers, XX engagements
"@Midnight_Captl lets hope @DavidSacks looks into it because right now it's clearly a political crusade. @theinformation and other outlets know the easiest way to destabilize the Govt is by creating mkt instability and an overall low confidence environment"
X Link 2025-12-12T18:25Z 1070 followers, XX engagements