#  @MajorOcelot45 Revolver Ocelot Revolver Ocelot posts on X about ai, money, $vrt, $hood the most. They currently have [---] followers and [----] posts still getting attention that total [---------] engagements in the last [--] hours. ### Engagements: [---------] [#](/creator/twitter::593112801/interactions)  - [--] Week [------] -65% - [--] Month [------] +210% - [--] Months [-------] +693% - [--] Year [-------] +102,983% ### Mentions: [--] [#](/creator/twitter::593112801/posts_active)  - [--] Week [--] -68% - [--] Month [---] +116% - [--] Months [-----] +392% - [--] Year [-----] +125,700% ### Followers: [---] [#](/creator/twitter::593112801/followers)  - [--] Week [---] +5% - [--] Month [---] +17% - [--] Months [---] +95% ### CreatorRank: [---------] [#](/creator/twitter::593112801/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) [technology brands](/list/technology-brands) [finance](/list/finance) [countries](/list/countries) [cryptocurrencies](/list/cryptocurrencies) [celebrities](/list/celebrities) [automotive brands](/list/automotive-brands) [travel destinations](/list/travel-destinations) [exchanges](/list/exchanges) [social networks](/list/social-networks) **Social topic influence** [ai](/topic/ai), [money](/topic/money), [$vrt](/topic/$vrt) #58, [$hood](/topic/$hood), [in the](/topic/in-the), [stocks](/topic/stocks), [china](/topic/china), [elon musk](/topic/elon-musk), [open ai](/topic/open-ai), [$googl](/topic/$googl) **Top accounts mentioned or mentioned by** [@grok](/creator/undefined) [@amitisinvesting](/creator/undefined) [@stocksavvyshay](/creator/undefined) [@pepemoonboy](/creator/undefined) [@mrderivatives](/creator/undefined) [@jimcramer](/creator/undefined) [@zerohedge](/creator/undefined) [@theaiinvestor](/creator/undefined) [@bethkindig](/creator/undefined) [@danielnewmanuv](/creator/undefined) [@chamath](/creator/undefined) [@elonmusk](/creator/undefined) [@midnightcaptl](/creator/undefined) [@chesswarri42621](/creator/undefined) [@wallstengine](/creator/undefined) [@unusualwhales](/creator/undefined) [@stockmktnewz](/creator/undefined) [@jukan05](/creator/undefined) [@hypertechinvest](/creator/undefined) [@autismcapital](/creator/undefined) **Top assets mentioned** [Vertiv Holdings Co (VRT)](/topic/$vrt) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Bitcoin (BTC)](/topic/bitcoin) [Tesla, Inc. (TSLA)](/topic/tesla) [Dell Technologies, Inc. (DELL)](/topic/dell) [ServiceNow Inc (NOW)](/topic/servicenow) [NVIDIA Corp. (NVDA)](/topic/$nvda) [BlackRock Inc (BLK)](/topic/blackrock) [Coinbase Global Inc. (COIN)](/topic/coinbase) [Microsoft Corp. (MSFT)](/topic/microsoft) [Costco Wholesale Corporation (COST)](/topic/costco) [Seagate Technology Holdings PLC (STX)](/topic/seagate) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Astera Labs, Inc. (ALAB)](/topic/$alab) [Advanced Micro Devices (AMD)](/topic/$amd) [Cadence Design Systems Inc (CDNS)](/topic/$cdns) [GE Vernova Inc. (GEV)](/topic/$gev) [AB (prev. Newton) (AB)](/topic/$ab) [Sandisk Corporation (SNDK)](/topic/$sndk) [Micron Technology, Inc. (MU)](/topic/$mu) [Credo Technology Group Holding Ltd (CRDO)](/topic/$crdo) [Crowdstrike Holdings Inc (CRWD)](/topic/crowdstrike) ### Top Social Posts Top posts by engagements in the last [--] hours "@ivannyssen @Mojo_flyin @schamorro357 Also insanely expensive to do a tape-out. Apple spent $1b to tape out their M3 chip with TSMC" [X Link](https://x.com/MajorOcelot45/status/1894558268477116585) 2025-02-26T01:21Z [--] followers, [--] engagements "@kylewhitegoat $VRT should be at the top of this list. Nvidia reference partner for Datacenter build out is down around 50% from the high despite having a great quarterly earnings report last month. It's the best deal right now" [X Link](https://x.com/MajorOcelot45/status/1906884471837831488) 2025-04-01T01:41Z [--] followers, [--] engagements "@amitisinvesting Why would Bitcoin go down It's not made in America. It's the store of value. It will exist today and tomorrow. I can deploy capital right now. I can build a mining facility somewhere else in the world with no tariffs and keep mining. Bitcoin is still early post having" [X Link](https://x.com/MajorOcelot45/status/1908312966799515895) 2025-04-05T00:17Z [--] followers, [--] engagements "@China_Fact @grok What did this commie bastard say" [X Link](https://x.com/MajorOcelot45/status/1909482974133076430) 2025-04-08T05:46Z [--] followers, 19K engagements "@FiveHeadClub @elonmusk They're going to release Trumpasaurus on China" [X Link](https://x.com/MajorOcelot45/status/1909489708876677254) 2025-04-08T06:13Z [--] followers, [---] engagements "@Convertbond @grok fact check this claim with sources and data" [X Link](https://x.com/MajorOcelot45/status/1910522315928199392) 2025-04-11T02:36Z [--] followers, [--] engagements "@leobpiveta @zerohedge Ferrari caps total production to just about [-----] units per year. So that should mean [----] units are sold in America. @grok - can you pull the annual sales data from Ferrari ($race) and break down their sales by region from their public financial forms" [X Link](https://x.com/MajorOcelot45/status/1911448741313134839) 2025-04-13T15:57Z [--] followers, [--] engagements "@AustinTani @amitisinvesting Did your realtor tell you that Because it doesn't work that way. If it did the September rate cut would have had a good effect on the real estate market" [X Link](https://x.com/MajorOcelot45/status/1911906702913651126) 2025-04-14T22:17Z [--] followers, [--] engagements "@ondrejslunecko Nvidia made the single most important game changing acquisition several years ago in Mellanox. They have a full scale vertically integrated solution that nobody has and nobody is even close to achieving" [X Link](https://x.com/MajorOcelot45/status/1915926276298445129) 2025-04-26T00:29Z [--] followers, [--] engagements "@StockSavvyShay @grok can you please explain this for us mere retards" [X Link](https://x.com/MajorOcelot45/status/1918109073591222312) 2025-05-02T01:03Z [--] followers, [---] engagements "@TrumpDailyPosts Suddenly Democrats will oppose this because we're not being charitable to other nations even if a private company profits regardless" [X Link](https://x.com/MajorOcelot45/status/1921698608002347517) 2025-05-11T22:47Z [--] followers, [--] engagements "@AndyBerman6 @BeckyQuick @POTUS No. Invest in AI there is significant deflation to come through new innovative techniques in a series of health arenas. The innovation will continue" [X Link](https://x.com/MajorOcelot45/status/1922025401720652017) 2025-05-12T20:25Z [--] followers, [--] engagements "@anymanfitness If you buy a slightly used Porsche it doesn't lose much money. It holds value very well. I don't recommend buying new and if it's not a Cayman/Boxster/911 well idk wtf you're doing" [X Link](https://x.com/MajorOcelot45/status/1924202233954234435) 2025-05-18T20:35Z [--] followers, [--] engagements "@unusual_whales Homeland security was PITCHED years ago. They did not go out soliciting a TV show to be made" [X Link](https://x.com/MajorOcelot45/status/1924990483044208876) 2025-05-21T00:47Z [--] followers, [--] engagements "@amitisinvesting JPow said it two months ago GDP growth matters more. Elon realizes now" [X Link](https://x.com/MajorOcelot45/status/1926291029600223706) 2025-05-24T14:55Z [--] followers, [--] engagements "@chamath What should everyone do who just invests a % of their income straight into pension 401k IRA and other investments Why else would the equity markets keep rising They're all going into index funds everyday. They have to.there's no choice. Hence equities will continue up" [X Link](https://x.com/MajorOcelot45/status/1927093438576505010) 2025-05-26T20:04Z [--] followers, [---] engagements "@_oRyca_ @NewsNowUS You know Trump is not a libertarian right" [X Link](https://x.com/MajorOcelot45/status/1928646697808441607) 2025-05-31T02:56Z [--] followers, [--] engagements "@Beth_Kindig This merger should have never been allowed" [X Link](https://x.com/MajorOcelot45/status/1929429648385212541) 2025-06-02T06:47Z [--] followers, [--] engagements "@vladtenev Can I pay my rent with the Gold card like Bilt Cuz that will be another game changer" [X Link](https://x.com/MajorOcelot45/status/1930149464779698518) 2025-06-04T06:27Z [--] followers, [--] engagements "@defense_civil25 How does California specifically the STATE itself pay taxes to the federal government when I'm the one that files it and pays the IRS directly @grok can you explain who's right" [X Link](https://x.com/MajorOcelot45/status/1931579742299509101) 2025-06-08T05:11Z [--] followers, [--] engagements "@DarrigoMelanie Then why did Gavin Newsom backtrack on his undocumented health care plan If they pay taxes it should cover itself. https://www.nytimes.com/2025/05/14/us/california-newsom-healthcare-budget.html https://www.nytimes.com/2025/05/14/us/california-newsom-healthcare-budget.html" [X Link](https://x.com/MajorOcelot45/status/1931580178435875048) 2025-06-08T05:12Z [--] followers, [--] engagements "@BillMelugin_ Watch Karen Bass try to fire McDonnell for telling the truth just like she fired the LAFD chief. She's the worst mayor in Los Angeles' history" [X Link](https://x.com/MajorOcelot45/status/1931941023737094262) 2025-06-09T05:06Z [--] followers, [---] engagements "Los Angeles couldn't wait for the NBA finals to be over for their annual riot" [X Link](https://x.com/MajorOcelot45/status/1931953703277502589) 2025-06-09T05:57Z [--] followers, [---] engagements "@GavinNewsom LAPD Chief disagrees with you and said that they were "overwhelmed" on Sunday night. You're going to fire him for your incompetency For Karen Bass' incompetency You risk the lives of the police and the citizens. You don't realize that the far left are full blown anarchists" [X Link](https://x.com/MajorOcelot45/status/1932632886471164025) 2025-06-11T02:56Z [--] followers, [--] engagements "@jpswatz @amitisinvesting @SawyerMerritt and Liquid GlASS is" [X Link](https://x.com/MajorOcelot45/status/1932633961572053107) 2025-06-11T03:00Z [--] followers, [--] engagements "@pitdesi shit we need an IPO. $DTF GREAT TICKER NAME TOO" [X Link](https://x.com/MajorOcelot45/status/1932642192977531268) 2025-06-11T03:33Z [---] followers, [--] engagements "@grok @StokPix @zerohedge Holy shit @airindia wtf are you guys doing" [X Link](https://x.com/MajorOcelot45/status/1933285740240384187) 2025-06-12T22:10Z [--] followers, [---] engagements "@grok @mblcta1 @dickkoriandr @RealJakeBroe Can you dive further into the 200th anniversary event Have any other United States military units received this type of recognition When" [X Link](https://x.com/MajorOcelot45/status/1934124479342620828) 2025-06-15T05:43Z [---] followers, [--] engagements "@amitisinvesting War is good and bad. If there isn't a missile headed towards NYSE that might not even matter" [X Link](https://x.com/MajorOcelot45/status/1934702569315872946) 2025-06-16T20:00Z [---] followers, [--] engagements "@tedcruz Ted Cruz net worth: More busy focusing on his portfolio rather than figuring out how many enemies he wants to make. https://www.quiverquant.com/congresstrading/politician/Ted%20Cruz-C001098/net-worth https://www.quiverquant.com/congresstrading/politician/Ted%20Cruz-C001098/net-worth" [X Link](https://x.com/MajorOcelot45/status/1935194811352629387) 2025-06-18T04:36Z [---] followers, [--] engagements "@DefiantLs She's been out of the White House for [--] years. What privileged information does she have" [X Link](https://x.com/MajorOcelot45/status/1935229529116807642) 2025-06-18T06:54Z [---] followers, [--] engagements "@alifarhat79 But also JROME tomorrow FOMC" [X Link](https://x.com/MajorOcelot45/status/1935231404906004767) 2025-06-18T07:01Z [---] followers, [--] engagements "@Kross_Roads How do I transfer my Acorns account in here Anyone done it before" [X Link](https://x.com/MajorOcelot45/status/1935882391400370307) 2025-06-20T02:08Z [---] followers, [---] engagements "@ArynneWexler I was already one a week ago thank you very much" [X Link](https://x.com/MajorOcelot45/status/1936585696858587298) 2025-06-22T00:43Z [---] followers, [--] engagements "@Stop_Project25 @grok Can you find any quotes from Kamala Harris on her position on Iran and their ability to obtain nuclear weapons and what she probably would have done if faced with the same set of circumstances and facts" [X Link](https://x.com/MajorOcelot45/status/1936653679161176311) 2025-06-22T05:13Z [---] followers, [--] engagements "@grok @Stop_Project25 @grok Do you think Trump's withdrawl of the JCPOA really matters in the grand scheme of things when Iran still worked with IAEA and went far and above any level of enrichment they agreed to Since they are on the verge of reaching weapons grade uranium is this blame game" [X Link](https://x.com/MajorOcelot45/status/1936658026326634642) 2025-06-22T05:30Z [---] followers, [--] engagements "@EndWokeness I haven't heard Andrew Cuomo talk once except for the "I'm not perverted I'm Italian" quote" [X Link](https://x.com/MajorOcelot45/status/1937375109125476851) 2025-06-24T04:59Z [---] followers, [--] engagements "@MuadDibInvests @amitisinvesting Funded by a quant hedge fund to print massive tendies utilizing a distilled model. Yeah they made a killing proved a point and unleashed more AI spend than ever" [X Link](https://x.com/MajorOcelot45/status/1938102087755436455) 2025-06-26T05:08Z [---] followers, [--] engagements "@grok @AlexPadilla4CA @charliekirk11 @grok I'm not sure why you're focusing on undocumented immigrants when people who live here legally can barely afford it. But you also didn't dive into things like GDP per Capita" [X Link](https://x.com/MajorOcelot45/status/1938330453100159390) 2025-06-26T20:16Z [---] followers, [--] engagements "@grok a very popular argument I hear about allowing illegal immigrants in America is that they do the jobs that nobody else would (citizens white people etc). But then in other developed nations like NZ Australia Japan Korea Europe etc do they also use illegal immigrants" [X Link](https://x.com/MajorOcelot45/status/1938829456124125265) 2025-06-28T05:18Z [---] followers, [--] engagements "@elonmusk Extremely true. Ask @Vertiv they're doing incredible things to support AI infrastructure" [X Link](https://x.com/MajorOcelot45/status/1939064376234778905) 2025-06-28T20:52Z [---] followers, [--] engagements "@amitisinvesting @blknoiz06 Robinhood easily" [X Link](https://x.com/MajorOcelot45/status/1939176289325437271) 2025-06-29T04:17Z [---] followers, [---] engagements "@downsjm @CNBC Jensen has a lot of automatic sells in his plan. This is just FUD again. Order book is sold out through the end of 2026" [X Link](https://x.com/MajorOcelot45/status/1939386576288846233) 2025-06-29T18:12Z [---] followers, [--] engagements "@tokentheguy @MarioNawfal @grok $VRT Vertiv Fully integrated solutions from the micro grid to powering servers directly to the racks. Full scaled integrated solutions for cooling Datacenters from outside direct to chip in the rack itself. Power Cooling Batteries (UPS) systems full scale AI infra" [X Link](https://x.com/MajorOcelot45/status/1939449740216672294) 2025-06-29T22:23Z [---] followers, [---] engagements "@tokentheguy @MarioNawfal @grok Also Vertiv is a reference design partner with Nvidia. One of their most important partnerships. They do what Nvidia asks" [X Link](https://x.com/MajorOcelot45/status/1939450037034950894) 2025-06-29T22:24Z [---] followers, [--] engagements "@DeItaone Most of those billionaires are billionaires on paper since they're in equities. And because they're billionaires there's every investor pension holder etc that all benefit as well" [X Link](https://x.com/MajorOcelot45/status/1939454001843720281) 2025-06-29T22:40Z [---] followers, [--] engagements "@TSLAshareholder @Ze1ooooo Lmao peloton. Bag holder spotted. Queue Mark Normand. https://youtube.com/shorts/VMtyDe6W2D0si=nfk-We3sa12q5jii https://youtube.com/shorts/VMtyDe6W2D0si=nfk-We3sa12q5jii" [X Link](https://x.com/MajorOcelot45/status/1939549886958969110) 2025-06-30T05:01Z [---] followers, [--] engagements "@Beth_Kindig You need Vertiv for everything from the micro grid power back up UPS power CRUs and backup systems. They build the racks rails bus system chillers CDUs UPS systems from grid to the chip full end solutions as a reference partner to Nvidia" [X Link](https://x.com/MajorOcelot45/status/1939559599352471601) 2025-06-30T05:40Z [---] followers, [---] engagements "@AdamSinger Why Sydney" [X Link](https://x.com/MajorOcelot45/status/1939757588285210811) 2025-06-30T18:47Z [---] followers, [---] engagements "@AdamSinger Sydney is cool" [X Link](https://x.com/MajorOcelot45/status/1939766740025844106) 2025-06-30T19:23Z [---] followers, [--] engagements "@AutismCapital I don't care anymore. Elon's companies are uninvestible right now. I'm not gonna get roped in this drama any longer. Bought Google bought Vertiv bought Rocket Lab. I'm moving on" [X Link](https://x.com/MajorOcelot45/status/1940143935873040605) 2025-07-01T20:22Z [---] followers, [--] engagements "@AutismCapital The act of being Hillary Clinton probably" [X Link](https://x.com/MajorOcelot45/status/1940410940639637707) 2025-07-02T14:03Z [---] followers, [--] engagements "@amitisinvesting @OpenAINewsroom I would trust Robinhood creating synthetic tokens of real shares vs buying shares of synthetic Chinese stocks on the NYSE" [X Link](https://x.com/MajorOcelot45/status/1940567397444080094) 2025-07-03T00:24Z [---] followers, [--] engagements "@vulturetrades WeBull isn't nearly as popular but the most important part of WeBull is that they only made a small portion of their company available through shares. It's fairly priced at $10-13" [X Link](https://x.com/MajorOcelot45/status/1940636474908856726) 2025-07-03T04:59Z [---] followers, [---] engagements "@grok Give me the [--] best stocks you'd be buying as of July [--] [----] with the current catalyts you see in the news. Let's say time horizon under [--] year" [X Link](https://x.com/MajorOcelot45/status/1940661718927266135) 2025-07-03T06:39Z [---] followers, [--] engagements "@grok @grok How about just the [--] best securities outside of real-estate You can include crypto assets but not ultra speculative like Fartcoin etc" [X Link](https://x.com/MajorOcelot45/status/1940663611116212545) 2025-07-03T06:47Z [---] followers, [--] engagements "@TheKevinDalton Vote Republican. No more Democrats destroying California and leaving us with the burnt bits" [X Link](https://x.com/MajorOcelot45/status/1940823930014720353) 2025-07-03T17:24Z [---] followers, [--] engagements "The beginning & existence of Robinhood is the case for the biggest bull run of all time. Why this matters is because we have expanded our capital markets to other investors and increased access on trading hours through the democratization of finance. Robinhood is the catalyst" [X Link](https://x.com/MajorOcelot45/status/1940838302497796116) 2025-07-03T18:21Z [---] followers, [--] engagements "@em013L Databricks xAI Anduril" [X Link](https://x.com/MajorOcelot45/status/1940975432935133494) 2025-07-04T03:26Z [---] followers, [--] engagements "@Mr_Derivatives I'm out of Tesla finally. Into Rocket Lab & Google now" [X Link](https://x.com/MajorOcelot45/status/1941641523772391796) 2025-07-05T23:33Z [---] followers, [---] engagements "@Ashton_1nvests @StockSavvyShay Nope. Not snubbed. There's many better stocks than AMD and I actually strongly agree with this list" [X Link](https://x.com/MajorOcelot45/status/1941708791822639215) 2025-07-06T04:00Z [---] followers, [---] engagements "@schamorro357 @StockSavvyShay Intel couldn't save a sinking ship" [X Link](https://x.com/MajorOcelot45/status/1941708897267454037) 2025-07-06T04:00Z [---] followers, [--] engagements "@T6349623 @StockSavvyShay Vertiv is a great pick" [X Link](https://x.com/MajorOcelot45/status/1941709447446876363) 2025-07-06T04:03Z [---] followers, [--] engagements "@KimAbishWise @LarryTaunton Ok and what should I do as an investor with this information Likely not invest" [X Link](https://x.com/MajorOcelot45/status/1941913081732383055) 2025-07-06T17:32Z [---] followers, [---] engagements "@unusual_whales That was the only time I was right about investing in Tesla but I had negative money" [X Link](https://x.com/MajorOcelot45/status/1941935038460829840) 2025-07-06T18:59Z [---] followers, [--] engagements "@smdcapital1010 Me in 2017: Tesla can vertically integrate everything. Tesla in 2025: so yeah we're launching the America party and we didn't figure out autonomous driving deliver the Tesla Roadster or the Tesla Semi put solar roofs on every house with a PowerWall" [X Link](https://x.com/MajorOcelot45/status/1941935567937122431) 2025-07-06T19:01Z [---] followers, [--] engagements "@lava_xbt @Thatcryptobro10 @sunny051488 It's never going under 73k again" [X Link](https://x.com/MajorOcelot45/status/1942014006832816618) 2025-07-07T00:13Z [---] followers, [--] engagements "@lava_xbt @Thatcryptobro10 @sunny051488 Don't give a fuck. I've been in it since [----]. I just keep adding" [X Link](https://x.com/MajorOcelot45/status/1942024654756945946) 2025-07-07T00:55Z [---] followers, [--] engagements "@AndrewYang @elonmusk you're America Party is already ruined with Andrew Yang and Mark Cuban signing on" [X Link](https://x.com/MajorOcelot45/status/1942035200311230915) 2025-07-07T01:37Z [---] followers, [--] engagements "Wondering when retail is going to wake up and find out Vertiv is behind Nvidia's datacenter reference design from cooling to thermals to power delivery uptime and reliability" [X Link](https://x.com/MajorOcelot45/status/1942068150981509541) 2025-07-07T03:48Z [---] followers, [--] engagements "@BetterPitchGuy All GoPro needs to do is clone DJI's entire business and hire a lobbyist to ban DJI in the United States as a national security threat and they will go up 10x" [X Link](https://x.com/MajorOcelot45/status/1942106109214708010) 2025-07-07T06:19Z [---] followers, [--] engagements "@amitisinvesting @j_fishback I'm not buying anymore Tesla stock without a serious CEO at the helm. Either Elon can stay or go. But if he's going to spend the next two years on the America party I'm out" [X Link](https://x.com/MajorOcelot45/status/1942215081158127704) 2025-07-07T13:32Z [---] followers, [--] engagements "@GeraldoRivera Deeply disturbing that Karen Bass hasn't cleaned up that disaster of a park yet. Just billions of dollars in homeless money just vanishes. Zero accountability. Thankfully @USAttyEssayli is coming to help" [X Link](https://x.com/MajorOcelot45/status/1942409137071280499) 2025-07-08T02:23Z [---] followers, [--] engagements "@MayorOfLA I wouldn't take your kids to MacArthur Park the way you let it turn into a drug infested homeless encampment" [X Link](https://x.com/MajorOcelot45/status/1942473759908073798) 2025-07-08T06:40Z [---] followers, [--] engagements "@ganeshppai @DivesTech @CNBC Who's underwriting all of Elon's big projects" [X Link](https://x.com/MajorOcelot45/status/1942688979536732411) 2025-07-08T20:55Z [---] followers, [--] engagements "@HolySmokas Nvidia" [X Link](https://x.com/MajorOcelot45/status/1942692910321029376) 2025-07-08T21:10Z [---] followers, [--] engagements "@amitisinvesting A lot of people DID not buy these dips as deep as they could have. Money market accounts are loaded with cash. Nvidia will go to $190-200 in the next six months" [X Link](https://x.com/MajorOcelot45/status/1943013607283003508) 2025-07-09T18:25Z [---] followers, [---] engagements "@TheKevinDalton He'll do anything but: -Build a train on time and on budget -Fix the homeless problem on time and on budget -Ensure that all the housing that was burned down is rebuilt on time and on budget On top of which he will gaggle you with a mask and threaten your livelihood" [X Link](https://x.com/MajorOcelot45/status/1943052655573545275) 2025-07-09T21:00Z [---] followers, [--] engagements "@amitisinvesting Nobody cares and China can have all of Brazil's soybeans while they're at it" [X Link](https://x.com/MajorOcelot45/status/1943069032510378264) 2025-07-09T22:05Z [---] followers, [--] engagements "@Card_Cap @RensingTrades Have you seen the Gemini Card or the Coinbase one Coinbase arguably even better if you have all the unlocks" [X Link](https://x.com/MajorOcelot45/status/1943203986447716553) 2025-07-10T07:01Z [---] followers, [--] engagements "@DesertRover829 @StockSavvyShay You should be buying VERTIV $VRT" [X Link](https://x.com/MajorOcelot45/status/1943335041058140168) 2025-07-10T15:42Z [---] followers, [--] engagements "@StockSavvyShay Bought the dip. Vertiv does a lot of product from micro grid to thermals to power and batteries. Did I buy the dip Yes. Vertiv can copy Amazons solution quickly they already have [----] different CRAC variants alone. So they have capability to build the correct solution" [X Link](https://x.com/MajorOcelot45/status/1943386219930341634) 2025-07-10T19:05Z [---] followers, [---] engagements "@amitisinvesting [--]. BBB [--]. Genius Act [--]. Fiat is useless/depreciating right in front of everyone [--]. Yesterday's consolidation around 111k solidified the move up. Remember BTC is 24/7 so acts are 3x the speed of regular markets. [--]. We're just past the first year in the last halving cycle 📈" [X Link](https://x.com/MajorOcelot45/status/1943465649461956883) 2025-07-11T00:21Z [---] followers, [--] engagements "Join Spaces: Solana Swap on Phantom: Found One CA: 3hRfeCUc3NuSEuZfsLBpi2X6AUcF3jRKbCdPrpKpmoon @IfindRetards https://x.com/IfindRetards/status/1943475168862704109 https://x.com/i/spaces/1lDGLzLYQavxm https://x.com/IfindRetards/status/1943475168862704109 https://x.com/i/spaces/1lDGLzLYQavxm" [X Link](https://x.com/MajorOcelot45/status/1943482865297297867) 2025-07-11T01:29Z [---] followers, [---] engagements "@avgvalueinvest @StockSavvyShay Archer's partnerships with Palantir and Anduril is the edge that Joby (stupid name btw) doesn't have" [X Link](https://x.com/MajorOcelot45/status/1944101348326175015) 2025-07-12T18:27Z [---] followers, [---] engagements "@Next100Baggers @Beth_Kindig I've heard the racks are closer to $7m directly from Vertiv who design them" [X Link](https://x.com/MajorOcelot45/status/1944127196962111952) 2025-07-12T20:10Z [---] followers, [--] engagements "Just heard the Ferrari F80 reviews are out on YouTube. Clicking on Chris Harris's review first. @harrismonkey Best auto journalist out there" [X Link](https://x.com/MajorOcelot45/status/1944138475596657021) 2025-07-12T20:55Z [---] followers, [--] engagements "@BillHillyFarmer Go to Coinbase and buy USDC on Solana chain it'll have the Solana logo. Swap it for Solana. This is how you get Solana ultra fast within seconds. Download Phantom wallet and send your Solana to Phantom. Swap for $one and verify the minted address (CA) from @FoundOneSol" [X Link](https://x.com/MajorOcelot45/status/1944521406588539253) 2025-07-13T22:16Z [---] followers, [---] engagements "@HitDaWallAgain @Beth_Kindig Nvidia won't be accounting for China anymore and they said that two months ago. Goldman et al know that. Even BOFA Global Securities noted that in their analysts reports and still projected growth (Vivek Arya- who gets to ask Jensen the first question on earnings calls)" [X Link](https://x.com/MajorOcelot45/status/1944538360972034140) 2025-07-13T23:24Z [---] followers, [--] engagements "@MattFinnFNC If there's a Ferrari around they are paying crazy taxes and it's going to waste right in front of the owner. And everyone else's money too. We cannot do the BARE MINIMUM BASICS in California anymore. The gov of CA wants to do EVERYTHING and they do it POORLY" [X Link](https://x.com/MajorOcelot45/status/1944648719191756974) 2025-07-14T06:42Z [---] followers, [--] engagements "@jimcramer Nothing wrong with Robinhood or Coinbase Jim" [X Link](https://x.com/MajorOcelot45/status/1944813339764294093) 2025-07-14T17:36Z [---] followers, [--] engagements "@schamorro357 @amitisinvesting yes but also stay poor" [X Link](https://x.com/MajorOcelot45/status/1944969665471713789) 2025-07-15T03:57Z [---] followers, [--] engagements "@schamorro357 @amitisinvesting Another reason that Nvidia will crack [---] and BTC too" [X Link](https://x.com/MajorOcelot45/status/1944970167966163407) 2025-07-15T03:59Z [---] followers, [--] engagements "@amitisinvesting Give me AutoZone. One of the best fuckin charts to exist" [X Link](https://x.com/MajorOcelot45/status/1945721094314263033) 2025-07-17T05:43Z [---] followers, [--] engagements "@elneneloco813 @HolySmokas Keep going: Archer Big bear AI Circle Ethereum Robinhood Joby MP Navitas Semiconductor D-Wave Rigetti Computing Rocket Lab Vertiv Ok that's a lot. AMD beat a lot of stocks on my watchlist but the ones above did better on my watchlist. GG. Very good" [X Link](https://x.com/MajorOcelot45/status/1946074246985453621) 2025-07-18T05:07Z [---] followers, [---] engagements "@elneneloco813 @HolySmokas Tbh I put them behind Nvidia Amazon Microsoft and Google since Nvidia is the #1 and the other [--] are going to make their own stuff. Which makes AMD the third option and it's overbought. Nvidia is deeply ahead in every facet. AMD is a beneficiary but way behind" [X Link](https://x.com/MajorOcelot45/status/1946075863637704814) 2025-07-18T05:13Z [---] followers, [--] engagements "Intel is dead. Long Arm Holdings $ARM. Nearly twice as efficient as an Intel processor every NVL72 rack will have [--] Gracewell CPUs (ARM) and [--] GPUs. Intel is going to lose their ass in Datacenter. Then the remainder of Datacenter (Non-AI) and then the rest of consumer PC" [X Link](https://x.com/MajorOcelot45/status/1946077259447586915) 2025-07-18T05:19Z [---] followers, [--] engagements "@elneneloco813 @HolySmokas Nvidia has -Researcher base -Customer relationships -Manufacturing prowess/moat -Cuda moat -Mellanox acquisition (switching nvlink) -Upper hand on Gracewell CPU power consumption vs x86 (Intel) -partnership network -experience Nvidia started this journey 15+ yrs ago" [X Link](https://x.com/MajorOcelot45/status/1946079776864670111) 2025-07-18T05:29Z [---] followers, [--] engagements "@elneneloco813 @HolySmokas Not true about your analyst statement. I have told this to many people. Vivek asks Jensen questions first on the earnings calls. They do actual research go to trade shows etc release reports that cover financials and write bull/bear cases. I did my own DD too up +4800% NVDA" [X Link](https://x.com/MajorOcelot45/status/1946084015179456786) 2025-07-18T05:46Z [---] followers, [--] engagements "@jonnagap @RihardJarc Wait till you find out about ASML then. The shovels for the shovels for the shovels" [X Link](https://x.com/MajorOcelot45/status/1946092393943441463) 2025-07-18T06:19Z [---] followers, [--] engagements "The market is hot but there is no other alternative. Houses appreciated 40-50% in [----] to [----]. Now that you can't buy equities are next and everyone is spending because this is the next best place to be. ♉" [X Link](https://x.com/MajorOcelot45/status/1946378225225240782) 2025-07-19T01:15Z [---] followers, [--] engagements "@notfinadvice1 @amitisinvesting Cash is a loser right now. You're forced into equities because is dollar devaluation or you're currency hedging into crypto or other currencies or gold" [X Link](https://x.com/MajorOcelot45/status/1946398526424146275) 2025-07-19T02:35Z [---] followers, [--] engagements "@gurgavin I'll buy theirs for a discount 😂" [X Link](https://x.com/MajorOcelot45/status/1946804690743939161) 2025-07-20T05:29Z [---] followers, [--] engagements "@lalovestrump Those people are actually all a bunch of fucking ingrates. In N Out works so hard to bring quality consistent food for good prices while paying good wages to their employees. Yes business is tough. Those things are true" [X Link](https://x.com/MajorOcelot45/status/1946805090440159649) 2025-07-20T05:31Z [---] followers, [--] engagements "@TrendSpider It's riding BTC" [X Link](https://x.com/MajorOcelot45/status/1946810746610110829) 2025-07-20T05:53Z [---] followers, [--] engagements "@Jason @TOMFORD @Zegna @dieworkwear Bro just ask your boy @chamath" [X Link](https://x.com/MajorOcelot45/status/1947008080744755485) 2025-07-20T18:57Z [---] followers, [--] engagements "@NancyM78206 They're all pump and dumps Look at any pumpfun coin. Everything is a rug pull" [X Link](https://x.com/MajorOcelot45/status/1947014558377193866) 2025-07-20T19:23Z [---] followers, [--] engagements "@The_AI_Investor Not crazy at all. If there's [--] billion people on earth they should have computers. If AI is the greatest equalizer for learning then everyone should have access to AI. How many chips do we need for [--] billion people to use everyday" [X Link](https://x.com/MajorOcelot45/status/1947141719696519228) 2025-07-21T03:48Z [---] followers, [---] engagements "@amitisinvesting Nvidia will be 10t by EODecade" [X Link](https://x.com/MajorOcelot45/status/1947174216249508200) 2025-07-21T05:58Z [---] followers, [--] engagements "@AkinatorAssets @The_AI_Investor Nope. Stop. NVIDIA is the King. Second place is home grown hyperscaler (AWS Google etc). AMD is 3rd place maybe in the American tech stack. But that could actually be Broadcom too" [X Link](https://x.com/MajorOcelot45/status/1947175133384524278) 2025-07-21T06:01Z [---] followers, [--] engagements "@Mr_Derivatives You mean $rklb 😉" [X Link](https://x.com/MajorOcelot45/status/1947364870611210365) 2025-07-21T18:35Z [---] followers, [---] engagements "@amitisinvesting Whatever I made on $OPEN tomorrow is going into $RKLB" [X Link](https://x.com/MajorOcelot45/status/1947445154467746103) 2025-07-21T23:54Z [---] followers, [---] engagements "Every [--] GW of Power is equating to approximately $50b of revenue for Nvidia. [----] Total power needs for AMD/Nvidia is approx [---] gw likely conservative depending on the model (Schneider Electric etc). [----] = [--] gw [----] [----] gw Nvidia to AMD GPU sales is approx 10:1 BofA GS" [X Link](https://x.com/MajorOcelot45/status/1947805249806471507) 2025-07-22T23:45Z [---] followers, [--] engagements "@0x_cookie @chamath Yes because Nvidia GPUs are far more efficient with Blackwell on training and inference on a per token basis. The ROI is much faster than ever before. Couple that with Nvidia Grace CPU you can get significantly more performance and a 40% reduction in power usage by using ARM" [X Link](https://x.com/MajorOcelot45/status/1947806842694078974) 2025-07-22T23:51Z [---] followers, [--] engagements "@Tesla @robotaxi @grok is Cortex from Snowflake here" [X Link](https://x.com/MajorOcelot45/status/1948175684100407451) 2025-07-24T00:17Z [---] followers, [--] engagements "@grok @Tesla @robotaxi I noticed Robinhood has something called Cortex too. Is that from Snowflake" [X Link](https://x.com/MajorOcelot45/status/1948176638883282981) 2025-07-24T00:21Z [---] followers, [--] engagements "@StockSavvyShay As I've been stating before - Nvidia has been 2-3 gen ahead of everyone. Nvidia is the #1 choice. The second choice is going in house. AMD at best is 3rd choice.maybe even 4th behind custom ASICS. If true ARM gains huge in datacenter w/ royalties+licenses. Intel loses big" [X Link](https://x.com/MajorOcelot45/status/1948197066586611971) 2025-07-24T01:42Z [---] followers, [--] engagements "@wolfofshelby @elonmusk $VRT (Vertiv) They are the reference partner with Nvidia. I went to an AI event hosted by Vertiv and half of the people there were from Dell. They have nat-gas powered chillers full end micro-grid services all the way to the PDUs and UPS systems pumps chillers cracs etc" [X Link](https://x.com/MajorOcelot45/status/1948199416722346288) 2025-07-24T01:51Z [---] followers, [---] engagements "@nvidia @OpenAI The Nvidia DGX made me an investor [--] years ago" [X Link](https://x.com/MajorOcelot45/status/1948202578170536015) 2025-07-24T02:04Z [---] followers, [--] engagements "@zerohedge Oh wow great news. Add it to Boeing's [---] year backlog" [X Link](https://x.com/MajorOcelot45/status/1948203042224091516) 2025-07-24T02:06Z [---] followers, [--] engagements "@WinnerInvestor @HyperTechInvest I just got out of Intel after a [--] year baghold. Trust me as someone who owned shares it's a fucking horrible company because I actually read everything they did. And everything they did was wrong" [X Link](https://x.com/MajorOcelot45/status/1948216149084131780) 2025-07-24T02:58Z [---] followers, [--] engagements "@RapidResponse47 @POTUS AI creates equity in the system for everyone. The fact that someone would mention "DEI" about AI is silly. AI is the great equalizer" [X Link](https://x.com/MajorOcelot45/status/1948224950243934612) 2025-07-24T03:33Z [---] followers, [--] engagements "@amitisinvesting AEO isn't a meme though. Young people love ANF RL AEO. Her IG has 25m followers. If Kim K can be a billionaire I don't see any Sydney wouldn't add massive value to the stock. Girls love following fashion trends" [X Link](https://x.com/MajorOcelot45/status/1948245167162716203) 2025-07-24T04:53Z [---] followers, [---] engagements "@GVDInvestor @pepemoonboy August [----] December [----] March to April [----] were some very big buying opportunities. I don't think we will see another in a while. Just small breathers where market makers take profit off the top. The rest will be black swans if any" [X Link](https://x.com/MajorOcelot45/status/1948550999444259243) 2025-07-25T01:08Z [---] followers, [--] engagements "@GVDInvestor @pepemoonboy I think just DCA from here basically" [X Link](https://x.com/MajorOcelot45/status/1948560744704082239) 2025-07-25T01:47Z [---] followers, [--] engagements "@ChessWarri42621 @amitisinvesting I already saw that. NVIDIA is#1 #2 is all custom in house chips (Google AWS Microsoft using ARM). #3 is AMD. Current order book is 10:1 Nvidia to AMD. I'm not speculating on the stock because of a photo. By the time MI400 is out Nvidia will have Rubin Ultra" [X Link](https://x.com/MajorOcelot45/status/1948566124347752663) 2025-07-25T02:09Z [---] followers, [--] engagements "@ChessWarri42621 @amitisinvesting I'm not saying they won't be competitive what do ever. Competition is good. AMD benefits. All I am saying is that many hyperscalers are going internal in addition to Nvidia. The pie slice for AMD is smaller but as TAM increases all go up. Nvidia DGX made me buy in 2017" [X Link](https://x.com/MajorOcelot45/status/1948571063400398884) 2025-07-25T02:28Z [---] followers, [--] engagements "@ChessWarri42621 @amitisinvesting I was building my first PC with an Nvidia graphics card back during the dotcom bubble" [X Link](https://x.com/MajorOcelot45/status/1948573560164749770) 2025-07-25T02:38Z [---] followers, [--] engagements "@ChessWarri42621 @amitisinvesting Hmmm that's big and possible potential reality. I'm not seeing much about AMDs Datacenter infrastructure partnerships which is one of my largest concerns. Nvidia's reference partners Schneider Electric and Vertiv are big players. Who's helping AMD here" [X Link](https://x.com/MajorOcelot45/status/1948577017395642607) 2025-07-25T02:52Z [---] followers, [--] engagements "@EndWokeness @grok is the ad on the left real or am I being trolled" [X Link](https://x.com/MajorOcelot45/status/1948578810083115208) 2025-07-25T02:59Z [---] followers, [---] engagements "@Beth_Kindig Good article on Broadcom's Tomahawk Ultra switch. Specifically discussing latency. https://www.nextplatform.com/2025/07/17/broadcom-tries-to-kill-infiniband-and-nvswitch-with-one-ethernet-stone/#amp_tf=From%20%251%24s&aoh=17528821162648&csi=0&referrer=https%3A%2F%2Fwww.google.com&share=https%3A%2F%2Fwww.nextplatform.com%2F2025%2F07%2F17%2Fbroadcom-tries-to-kill-infiniband-and-nvswitch-with-one-ethernet-stone%2F" [X Link](https://x.com/MajorOcelot45/status/1948579556362989729) 2025-07-25T03:02Z [---] followers, [---] engagements "@ChessWarri42621 @amitisinvesting I have to listen and read all the AI stuff from yesterday. I heard her snippet about TSM AZ fab prices being a little bit more which might not matter as long as TCO goes down. As you're probably aware AWS is all about ruthless efficiency and they came up with their own IRHX" [X Link](https://x.com/MajorOcelot45/status/1948582565482569925) 2025-07-25T03:14Z [---] followers, [--] engagements "@unusual_whales 1GW = $50b for Nvidia (approximately)" [X Link](https://x.com/MajorOcelot45/status/1948583927842832563) 2025-07-25T03:19Z [---] followers, [--] engagements "@ChessWarri42621 @amitisinvesting I saw that. 😂 Elon next. Google raises spend. And so forth. Every [--] GW is approx $50b for Nvidia approx in revenue (BofA GS). So yeah AMD getting any of that pie will be big numbers too" [X Link](https://x.com/MajorOcelot45/status/1948584514714042408) 2025-07-25T03:22Z [---] followers, [--] engagements "@ChessWarri42621 @amitisinvesting https://www.youtube.com/watchv=_lrG4EK7DMA https://www.youtube.com/watchv=_lrG4EK7DMA" [X Link](https://x.com/MajorOcelot45/status/1948597427646464477) 2025-07-25T04:13Z [---] followers, [--] engagements "@NighthawkTradez @TomBrady They should get Sydney Sweeney bro" [X Link](https://x.com/MajorOcelot45/status/1948601977103155540) 2025-07-25T04:31Z [---] followers, [--] engagements "@optionscjp Not stupid. Every IG meme account mentioned it for over [--] hrs. Everywhere on X. Everywhere on the news. Girls are simple.they just copy each other. They literally all bought the same fucking trendy sandal for the last [--] yrs straight" [X Link](https://x.com/MajorOcelot45/status/1948602379496292558) 2025-07-25T04:33Z [---] followers, [--] engagements "@ChessWarri42621 @amitisinvesting I put in $20k into AMD today. But not super sure where they are on their Datacenter partnerships for Infrastructure. Is it all SuperMicro or what Coolermaster and Submer came up but that's not serious enough to consider. Talking about the Schneider/Vertiv level type partners" [X Link](https://x.com/MajorOcelot45/status/1948791162501828634) 2025-07-25T17:03Z [---] followers, [--] engagements "@owenbjennings @Square @grok what does this mean "square sellers"" [X Link](https://x.com/MajorOcelot45/status/1948987879377830132) 2025-07-26T06:04Z [---] followers, [--] engagements "@Next100Baggers @Beth_Kindig Vertiv should eventually grow organically without AI the same way that EATON AND Schneider Electric did. There's a lot on the table from here onwards" [X Link](https://x.com/MajorOcelot45/status/1950341601097572381) 2025-07-29T23:44Z [---] followers, [--] engagements "@grok @BoHines @davidsacks47 Wow this is embarrassingly wrong" [X Link](https://x.com/MajorOcelot45/status/1950776758778925170) 2025-07-31T04:33Z [---] followers, [--] engagements "@TacticzH If you're actually smart you're gonna lay out your bull case for ASML but you won't be able to come up with a coherent rationale esp when TSM doesn't buy their most high end product & Intel blew their foundry aspirations so badly that they can't spend with ASML for 2-4 machines" [X Link](https://x.com/MajorOcelot45/status/1951447760605221014) 2025-08-02T00:59Z [---] followers, [--] engagements "@garricn @StockMKTNewz Google is superior. Gemini integration in Google products is superior right now. You have to understand DeepMind and their investments early on in neural nets. Their advantage is deep and wide. Google is a computer science company first and foremost" [X Link](https://x.com/MajorOcelot45/status/1951511405431234655) 2025-08-02T05:12Z [---] followers, [--] engagements "@RahimAl18843853 @StockSavvyShay @FuturumEquities @AMD That's a bad sign" [X Link](https://x.com/MajorOcelot45/status/1951681940727460227) 2025-08-02T16:30Z [---] followers, [---] engagements "@elonmusk Is that Sydney Sweeney" [X Link](https://x.com/MajorOcelot45/status/1952584555636105245) 2025-08-05T04:16Z [---] followers, [--] engagements "@eddie_beach3697 @jimcramer Tough trading months doesn't equal a bear market" [X Link](https://x.com/MajorOcelot45/status/1952885328211316782) 2025-08-06T00:11Z [---] followers, [--] engagements "@amitisinvesting @Investor_DFS Amit you were on the money the other day. S-curves. AI is a [---] trillion dollar market. Think Global" [X Link](https://x.com/MajorOcelot45/status/1952946979581104198) 2025-08-06T04:16Z [---] followers, [--] engagements "CFRA after hours $AMD Price Objective also $200 (same as BofA GS)" [X Link](https://x.com/MajorOcelot45/status/1952949329792291055) 2025-08-06T04:26Z [---] followers, [--] engagements "$AMD Call w/ Vivek Arya BofA GS. Timestamped: https://youtu.be/r5I-DOfZ6ZQt=2920 https://youtu.be/r5I-DOfZ6ZQt=2920" [X Link](https://x.com/MajorOcelot45/status/1952949710538588345) 2025-08-06T04:27Z [---] followers, [--] engagements "@RahimAl18843853 @StockSavvyShay @FuturumEquities @AMD fml I knew it" [X Link](https://x.com/MajorOcelot45/status/1952960446807621669) 2025-08-06T05:10Z [---] followers, [--] engagements "@BimboResearch @ChessWarri42621 @Zeff_Pena @DividendDude_X You did an actual analysis Which investment firm do you work for" [X Link](https://x.com/MajorOcelot45/status/1952984969615495345) 2025-08-06T06:47Z [---] followers, [--] engagements "@BimboResearch @ChessWarri42621 @Zeff_Pena @DividendDude_X Short Nvidia. Put your money where your mouth is" [X Link](https://x.com/MajorOcelot45/status/1952985600988151856) 2025-08-06T06:50Z [---] followers, [--] engagements "@the_jones_gang @dsager45 @jimcramer DEEPSHIT Jevon's Paradox. All the tards who thought Nvidia was done for.were the same tards who thought liberation day causing a $5 trillion dollar sell off made sense and failed to buy the dip" [X Link](https://x.com/MajorOcelot45/status/1953639815238627408) 2025-08-08T02:10Z [---] followers, [--] engagements "@amitisinvesting @brewmarkets Cash moves into equities when interest rates drop. Real estate will likely start moving again. But three potential outcomes. Stocks can have both inflows/outflows of capital. Market can go into a huge sell off or it could pump even further or it could just stay flat" [X Link](https://x.com/MajorOcelot45/status/1954030446343598364) 2025-08-09T04:02Z [---] followers, [--] engagements "@wildbarestepf My favorite theory is the end of Men in Black. https://youtu.be/OKnpPCQyUecsi=VnLzXXQjLU36kqgW https://youtu.be/OKnpPCQyUecsi=VnLzXXQjLU36kqgW" [X Link](https://x.com/MajorOcelot45/status/1954655119049687174) 2025-08-10T21:24Z [---] followers, [--] engagements "@EthanKean_ @FINVIZ_com Wendy's uses Palantir to forecast how many tendies they need to serve from the back dumpster" [X Link](https://x.com/MajorOcelot45/status/1954708866069123529) 2025-08-11T00:58Z [---] followers, [--] engagements "@mrplnd @Davis_C15 It's called DCAing your pay checks as you get them. Palantir was cheap for a long time" [X Link](https://x.com/MajorOcelot45/status/1954742791978078311) 2025-08-11T03:12Z [---] followers, [--] engagements "@PatrickMoorhead Intel invested and took delivery of ASML's High-NA EUV lithography machine for $400m last year. They are not producing economically feasible yields with it. They really have to be able to make their own bread before they can get a customer. Very tough business to be a fab" [X Link](https://x.com/MajorOcelot45/status/1954744134662770931) 2025-08-11T03:18Z [---] followers, [---] engagements "@intocryptoverse An extended bear market this time will definitely drag down the stock market since so many companies now hold treasuries. What are some potential outcomes here" [X Link](https://x.com/MajorOcelot45/status/1954759718444122294) 2025-08-11T04:20Z [---] followers, [--] engagements "@cooperawilson @intocryptoverse You can laugh and while things like Gensler are gone and adoption you're also living in a bubble with people who think that way. Most people in real life don't talk about crypto at all. Also Bitcoin wasn't made for Americans. Your entire rationale was dependent on Americans" [X Link](https://x.com/MajorOcelot45/status/1954777760502825465) 2025-08-11T05:31Z [---] followers, [---] engagements "@cooperawilson @intocryptoverse Since most of your argument centers around American markets you probably don't also realize how much M2 is out there at the moment and that we are still in QT with the fed. What happens when interest rates come down Do people cash out and buy homes Maybe" [X Link](https://x.com/MajorOcelot45/status/1954778987861008440) 2025-08-11T05:36Z [---] followers, [--] engagements "@fiscal_ai ServiceNow had a great quarter had great guidance had a 5% OpEx improvement because of AI and their stock went down 20%. Meanwhile they received a slew of upgrades and bounced off the 100w SMA today at [---] exactly. Could be in for a big run" [X Link](https://x.com/MajorOcelot45/status/1955440249917804730) 2025-08-13T01:24Z [---] followers, [---] engagements "@ac2020 @greg_price11 Bessent's 3-3-3 plan accepts a 3% inflation rate. They'd argue you can cut. Jerome always says for [--] years now that we need to meaningfully tame inflation in the 2% range. Jerome isn't there yet but Trump admin is b/c they want to grow GDP at 3% per year and reduce deficit" [X Link](https://x.com/MajorOcelot45/status/1955442094539198564) 2025-08-13T01:31Z [---] followers, [---] engagements "@TheCanadianFace @BrandonTheFan5 @jimcramer Intel's Datacenter CPUs that come with every Nvidia server is drastically losing market share to ARM based professors. I think you should think about the value of selling $15k processors vs $200 dollar processors and what it does for a company. I've owned stock in INTC AMD NVDA" [X Link](https://x.com/MajorOcelot45/status/1955801162176979091) 2025-08-14T01:18Z [---] followers, [--] engagements "@TheCanadianFace @BrandonTheFan5 @jimcramer I am deeply aware. We went from some gamer dude talking about video games to consumer to datacenter CPUs. My first argument at the beginning was about AI sales. And I am not deviating from that argument. AI Datacenter CPU sales are waning for Intel" [X Link](https://x.com/MajorOcelot45/status/1955821864330387553) 2025-08-14T02:40Z [---] followers, [--] engagements "@TheCanadianFace @BrandonTheFan5 @jimcramer Sales for AMD are going up where they can sell their own systems. However ARM based Nvidia Grace CPUs will destroy every last bit of Intel. AMD will gain some % in the AI Datacenter space. But the total net share AMD will take from Nvidia remains to be seen. Analyst think 5%" [X Link](https://x.com/MajorOcelot45/status/1955822289335001447) 2025-08-14T02:42Z [---] followers, [--] engagements "@TheCanadianFace @BrandonTheFan5 @jimcramer See this graph here: You can see AMD gaining market share dramatically and Intel falling off a cliff. But this graph doesn't tell you that Nvidia loses sales to AMD. So that means these AMD growth gains are happening in trad datacenter" [X Link](https://x.com/MajorOcelot45/status/1955822815816638613) 2025-08-14T02:44Z [---] followers, [--] engagements "@amitisinvesting -Officially a Gold member today -A gold card holder today [---] yr invested on my Robinhood shares 🚀" [X Link](https://x.com/MajorOcelot45/status/1955833190574395776) 2025-08-14T03:25Z [---] followers, [--] engagements "@StockSavvyShay RIP AMD" [X Link](https://x.com/MajorOcelot45/status/1955833317414277521) 2025-08-14T03:26Z [---] followers, [--] engagements "@Investor_DFS @amitisinvesting How does COIN benefit Are these Eth ETFs running transactions with Coinbase Robinhood would because customers are buying stonks" [X Link](https://x.com/MajorOcelot45/status/1955843769640870015) 2025-08-14T04:07Z [---] followers, [--] engagements "@amitisinvesting @stockaholiccc NFTs made some sense in theory. Like buying an album and owning that album forever. not that bored ape crap. It was called Bored Ape because everyone was bored in lockdowns" [X Link](https://x.com/MajorOcelot45/status/1955880303228280946) 2025-08-14T06:32Z [---] followers, [--] engagements "@danielnewmanUV A lot of people don't have a fundamental grasp on the basics of the stock market. If you start to realize how smart (they're prob average at best) the average person is about their own jobs do you think they'd know much about stocks that are financially engineered by others" [X Link](https://x.com/MajorOcelot45/status/1955883105618944495) 2025-08-14T06:44Z [---] followers, [--] engagements "@MrPoastMan @danielnewmanUV @grok Does Eastman Kodak have any experience in the Semiconductor arena where it could or maybe even in the past have ever competed with ASML Do they have a patent library or some sort of IP License that is useful in semiconductor production" [X Link](https://x.com/MajorOcelot45/status/1955888705979519064) 2025-08-14T07:06Z [---] followers, [--] engagements "@JimmyrJim @DividendDude_X Why Honeywell. Especially pre-split They will turn into [--] companies sometime in the future. That basically evades Buffet's "20 stocks for life" rule" [X Link](https://x.com/MajorOcelot45/status/1956081562258432278) 2025-08-14T19:52Z [---] followers, [---] engagements "@GrumpyX_eth @WallStreetApes Normal What's normal. These are normalized in Vegas. Not normal otherwise anywhere else really" [X Link](https://x.com/MajorOcelot45/status/1956101457918484537) 2025-08-14T21:11Z [---] followers, [--] engagements "@BitcoinRachy I don't want them to buy Bitcoin. Bitcoin should be decentralized. Not concentrated" [X Link](https://x.com/MajorOcelot45/status/1956101650915189133) 2025-08-14T21:12Z [---] followers, [--] engagements "@amitisinvesting Warren doesn't do degen plays. I don't think we will see UNH back to [---] or even [---] anytime soon" [X Link](https://x.com/MajorOcelot45/status/1956164884716249460) 2025-08-15T01:23Z [---] followers, [--] engagements "@pepemoonboy Bro 😠Nvidia bro" [X Link](https://x.com/MajorOcelot45/status/1956191121086013600) 2025-08-15T03:08Z [---] followers, [--] engagements "@amitisinvesting Broadcom is too high imo and needs to be shorted down a little bit" [X Link](https://x.com/MajorOcelot45/status/1956741532410638785) 2025-08-16T15:35Z [---] followers, [--] engagements "@HyperTechInvest This is liquid cooled Who's their partner for infrastructure Nvidia has all their partnerships stacked. I'm DIGGING to figure out who's here to help AMD with their power and cooling infrastructure. I don't know why they won't give their partners credit maybe there isn't one" [X Link](https://x.com/MajorOcelot45/status/1956796709570539896) 2025-08-16T19:14Z [---] followers, [---] engagements "@HyperTechInvest I'm talking about key players like Vertiv Schneider Electric and Eaton. Where are they in the mix Physical infra from micro-grids power delivery all the way to the PDU and datacenter cooling from outside all the way DTC. Dell and SMCI have some product not a full portfolio" [X Link](https://x.com/MajorOcelot45/status/1956866059967066500) 2025-08-16T23:50Z [---] followers, [---] engagements "@TheMaineWonk I dunno but he didn't fall off the White House roof last week" [X Link](https://x.com/MajorOcelot45/status/1957207870325592145) 2025-08-17T22:28Z [---] followers, [--] engagements "@007ofWallSt @StockSavvyShay Buddy they haven't been able to keep up. Guess who does the packaging for SK Hynix HBM. Tsmc" [X Link](https://x.com/MajorOcelot45/status/1957666247472259384) 2025-08-19T04:49Z [---] followers, [--] engagements "@JulianKlymochko @chamath American exceptionalism and then using the Cayman Islands" [X Link](https://x.com/MajorOcelot45/status/1957675167343153245) 2025-08-19T05:25Z [---] followers, [--] engagements "@cinserrajr @charleskoh @robinhood Just got my virtual GC last week Physical card will come soon. I waited about [--] weeks" [X Link](https://x.com/MajorOcelot45/status/1957686684583428342) 2025-08-19T06:10Z [---] followers, [--] engagements "@RichardGrenell @GavinNewsom It's super cringe. I called it cringe on reddit and got [--] downvotes in an hour" [X Link](https://x.com/MajorOcelot45/status/1957842430017040414) 2025-08-19T16:29Z [---] followers, [--] engagements "@mattwr @unusual_whales There shouldn't be any equities actually. Not as President" [X Link](https://x.com/MajorOcelot45/status/1957982298961506594) 2025-08-20T01:45Z [---] followers, [---] engagements "@MuskJawSurgeon @StockSavvyShay After attending AI events with them and understanding the playing field the breadth of portfolio level of partnerships they still have huge growth potential. They're remarkably smaller than Eaton and Schneider Electric but are the top level partner for AI Infrastructure" [X Link](https://x.com/MajorOcelot45/status/1958210981118738464) 2025-08-20T16:54Z [---] followers, [--] engagements "@GavinNewsom Resign Gavin" [X Link](https://x.com/MajorOcelot45/status/1958372399365443743) 2025-08-21T03:35Z [---] followers, [--] engagements "@GavinNewsom I am telling you to STOP. I voted for you before Holy shit" [X Link](https://x.com/MajorOcelot45/status/1958372639216681318) 2025-08-21T03:36Z [---] followers, [--] engagements "@GavinNewsom Tomorrow you're going to say playing video games is bad for children's mental health. Give me a break you two face scumbag" [X Link](https://x.com/MajorOcelot45/status/1958372917022232976) 2025-08-21T03:37Z [---] followers, [--] engagements "@amitisinvesting Google to Apple: Let's swap Chrome for Gemini FTC: *jaw drop*" [X Link](https://x.com/MajorOcelot45/status/1959004669457702924) 2025-08-22T21:28Z [---] followers, [--] engagements "@Camp4 Overreaction to a sterile and boring rebrand with a side of hit piece. I really don't care though and I'd never eat here anyway. But they should have gotten Sydney Sweeney instead" [X Link](https://x.com/MajorOcelot45/status/1959066323927146688) 2025-08-23T01:33Z [---] followers, [--] engagements "@amitisinvesting My poor Vertiv $VRT stock didn't move. So I guess .it's on sale Monday for anyone who missed it" [X Link](https://x.com/MajorOcelot45/status/1959085682749841771) 2025-08-23T02:49Z [---] followers, [--] engagements "@gurgavin My disdain for Interactive Brokers came from the GME saga where the CEO halted trading GameStop and said it shouldn't be allowed to be traded. Far worse than anything Robinhood ever did" [X Link](https://x.com/MajorOcelot45/status/1960452093308960860) 2025-08-26T21:19Z [---] followers, [---] engagements "@chamath @Icebox_Energy I'm buying more Vertiv Holdings today. $VRT And I will continue to keep adding into my position. Here's the receipt:" [X Link](https://x.com/MajorOcelot45/status/1960531934813245874) 2025-08-27T02:36Z [---] followers, [--] engagements "@chamath @Icebox_Energy ChatGPT about Co2 Water-based CDU/DTC systems are mature and widely deployed (Vertiv HPE Dell NVIDIA etc.). CO systems are mostly in R&D or pilot deployments (some work from Submer Vertiv and European research consortia). There isnt a mass-production ecosystem yet" [X Link](https://x.com/MajorOcelot45/status/1960532891609522637) 2025-08-27T02:40Z [---] followers, [--] engagements "@ChrisG_XT @gurgavin Robinhood stopped trading and they wouldn't admit it was a liquidity issue. Interactive Brokers CEO literally came on TV and said I don't want you to buy the stock at all. Robinhood would have let you trade it they just all blamed Robinhood" [X Link](https://x.com/MajorOcelot45/status/1960556698273505803) 2025-08-27T04:15Z [---] followers, [--] engagements "@danielnewmanUV It was the goated acquisition of all acquisitions. Took me a little while to see how big of a move it was but I understood it about [--] yrs ago" [X Link](https://x.com/MajorOcelot45/status/1960559449707278523) 2025-08-27T04:26Z [---] followers, [---] engagements "@amitisinvesting I bought more Vertiv Holdings $VRT yesterday. 8th purchase of [----]. Receipt in hand" [X Link](https://x.com/MajorOcelot45/status/1960819594463207712) 2025-08-27T21:39Z [---] followers, [--] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@MajorOcelot45 Revolver OcelotRevolver Ocelot posts on X about ai, money, $vrt, $hood the most. They currently have [---] followers and [----] posts still getting attention that total [---------] engagements in the last [--] hours.
Social category influence stocks technology brands finance countries cryptocurrencies celebrities automotive brands travel destinations exchanges social networks
Social topic influence ai, money, $vrt #58, $hood, in the, stocks, china, elon musk, open ai, $googl
Top accounts mentioned or mentioned by @grok @amitisinvesting @stocksavvyshay @pepemoonboy @mrderivatives @jimcramer @zerohedge @theaiinvestor @bethkindig @danielnewmanuv @chamath @elonmusk @midnightcaptl @chesswarri42621 @wallstengine @unusualwhales @stockmktnewz @jukan05 @hypertechinvest @autismcapital
Top assets mentioned Vertiv Holdings Co (VRT) Robinhood Markets, Inc. (HOOD) Alphabet Inc Class A (GOOGL) Bitcoin (BTC) Tesla, Inc. (TSLA) Dell Technologies, Inc. (DELL) ServiceNow Inc (NOW) NVIDIA Corp. (NVDA) BlackRock Inc (BLK) Coinbase Global Inc. (COIN) Microsoft Corp. (MSFT) Costco Wholesale Corporation (COST) Seagate Technology Holdings PLC (STX) Nebius Group N.V. Class A Ordinary Shares (NBIS) Astera Labs, Inc. (ALAB) Advanced Micro Devices (AMD) Cadence Design Systems Inc (CDNS) GE Vernova Inc. (GEV) AB (prev. Newton) (AB) Sandisk Corporation (SNDK) Micron Technology, Inc. (MU) Credo Technology Group Holding Ltd (CRDO) Crowdstrike Holdings Inc (CRWD)
Top posts by engagements in the last [--] hours
"@ivannyssen @Mojo_flyin @schamorro357 Also insanely expensive to do a tape-out. Apple spent $1b to tape out their M3 chip with TSMC"
X Link 2025-02-26T01:21Z [--] followers, [--] engagements
"@kylewhitegoat $VRT should be at the top of this list. Nvidia reference partner for Datacenter build out is down around 50% from the high despite having a great quarterly earnings report last month. It's the best deal right now"
X Link 2025-04-01T01:41Z [--] followers, [--] engagements
"@amitisinvesting Why would Bitcoin go down It's not made in America. It's the store of value. It will exist today and tomorrow. I can deploy capital right now. I can build a mining facility somewhere else in the world with no tariffs and keep mining. Bitcoin is still early post having"
X Link 2025-04-05T00:17Z [--] followers, [--] engagements
"@China_Fact @grok What did this commie bastard say"
X Link 2025-04-08T05:46Z [--] followers, 19K engagements
"@FiveHeadClub @elonmusk They're going to release Trumpasaurus on China"
X Link 2025-04-08T06:13Z [--] followers, [---] engagements
"@Convertbond @grok fact check this claim with sources and data"
X Link 2025-04-11T02:36Z [--] followers, [--] engagements
"@leobpiveta @zerohedge Ferrari caps total production to just about [-----] units per year. So that should mean [----] units are sold in America. @grok - can you pull the annual sales data from Ferrari ($race) and break down their sales by region from their public financial forms"
X Link 2025-04-13T15:57Z [--] followers, [--] engagements
"@AustinTani @amitisinvesting Did your realtor tell you that Because it doesn't work that way. If it did the September rate cut would have had a good effect on the real estate market"
X Link 2025-04-14T22:17Z [--] followers, [--] engagements
"@ondrejslunecko Nvidia made the single most important game changing acquisition several years ago in Mellanox. They have a full scale vertically integrated solution that nobody has and nobody is even close to achieving"
X Link 2025-04-26T00:29Z [--] followers, [--] engagements
"@StockSavvyShay @grok can you please explain this for us mere retards"
X Link 2025-05-02T01:03Z [--] followers, [---] engagements
"@TrumpDailyPosts Suddenly Democrats will oppose this because we're not being charitable to other nations even if a private company profits regardless"
X Link 2025-05-11T22:47Z [--] followers, [--] engagements
"@AndyBerman6 @BeckyQuick @POTUS No. Invest in AI there is significant deflation to come through new innovative techniques in a series of health arenas. The innovation will continue"
X Link 2025-05-12T20:25Z [--] followers, [--] engagements
"@anymanfitness If you buy a slightly used Porsche it doesn't lose much money. It holds value very well. I don't recommend buying new and if it's not a Cayman/Boxster/911 well idk wtf you're doing"
X Link 2025-05-18T20:35Z [--] followers, [--] engagements
"@unusual_whales Homeland security was PITCHED years ago. They did not go out soliciting a TV show to be made"
X Link 2025-05-21T00:47Z [--] followers, [--] engagements
"@amitisinvesting JPow said it two months ago GDP growth matters more. Elon realizes now"
X Link 2025-05-24T14:55Z [--] followers, [--] engagements
"@chamath What should everyone do who just invests a % of their income straight into pension 401k IRA and other investments Why else would the equity markets keep rising They're all going into index funds everyday. They have to.there's no choice. Hence equities will continue up"
X Link 2025-05-26T20:04Z [--] followers, [---] engagements
"@oRyca @NewsNowUS You know Trump is not a libertarian right"
X Link 2025-05-31T02:56Z [--] followers, [--] engagements
"@Beth_Kindig This merger should have never been allowed"
X Link 2025-06-02T06:47Z [--] followers, [--] engagements
"@vladtenev Can I pay my rent with the Gold card like Bilt Cuz that will be another game changer"
X Link 2025-06-04T06:27Z [--] followers, [--] engagements
"@defense_civil25 How does California specifically the STATE itself pay taxes to the federal government when I'm the one that files it and pays the IRS directly @grok can you explain who's right"
X Link 2025-06-08T05:11Z [--] followers, [--] engagements
"@DarrigoMelanie Then why did Gavin Newsom backtrack on his undocumented health care plan If they pay taxes it should cover itself. https://www.nytimes.com/2025/05/14/us/california-newsom-healthcare-budget.html https://www.nytimes.com/2025/05/14/us/california-newsom-healthcare-budget.html"
X Link 2025-06-08T05:12Z [--] followers, [--] engagements
"@BillMelugin_ Watch Karen Bass try to fire McDonnell for telling the truth just like she fired the LAFD chief. She's the worst mayor in Los Angeles' history"
X Link 2025-06-09T05:06Z [--] followers, [---] engagements
"Los Angeles couldn't wait for the NBA finals to be over for their annual riot"
X Link 2025-06-09T05:57Z [--] followers, [---] engagements
"@GavinNewsom LAPD Chief disagrees with you and said that they were "overwhelmed" on Sunday night. You're going to fire him for your incompetency For Karen Bass' incompetency You risk the lives of the police and the citizens. You don't realize that the far left are full blown anarchists"
X Link 2025-06-11T02:56Z [--] followers, [--] engagements
"@jpswatz @amitisinvesting @SawyerMerritt and Liquid GlASS is"
X Link 2025-06-11T03:00Z [--] followers, [--] engagements
"@pitdesi shit we need an IPO. $DTF GREAT TICKER NAME TOO"
X Link 2025-06-11T03:33Z [---] followers, [--] engagements
"@grok @StokPix @zerohedge Holy shit @airindia wtf are you guys doing"
X Link 2025-06-12T22:10Z [--] followers, [---] engagements
"@grok @mblcta1 @dickkoriandr @RealJakeBroe Can you dive further into the 200th anniversary event Have any other United States military units received this type of recognition When"
X Link 2025-06-15T05:43Z [---] followers, [--] engagements
"@amitisinvesting War is good and bad. If there isn't a missile headed towards NYSE that might not even matter"
X Link 2025-06-16T20:00Z [---] followers, [--] engagements
"@tedcruz Ted Cruz net worth: More busy focusing on his portfolio rather than figuring out how many enemies he wants to make. https://www.quiverquant.com/congresstrading/politician/Ted%20Cruz-C001098/net-worth https://www.quiverquant.com/congresstrading/politician/Ted%20Cruz-C001098/net-worth"
X Link 2025-06-18T04:36Z [---] followers, [--] engagements
"@DefiantLs She's been out of the White House for [--] years. What privileged information does she have"
X Link 2025-06-18T06:54Z [---] followers, [--] engagements
"@alifarhat79 But also JROME tomorrow FOMC"
X Link 2025-06-18T07:01Z [---] followers, [--] engagements
"@Kross_Roads How do I transfer my Acorns account in here Anyone done it before"
X Link 2025-06-20T02:08Z [---] followers, [---] engagements
"@ArynneWexler I was already one a week ago thank you very much"
X Link 2025-06-22T00:43Z [---] followers, [--] engagements
"@Stop_Project25 @grok Can you find any quotes from Kamala Harris on her position on Iran and their ability to obtain nuclear weapons and what she probably would have done if faced with the same set of circumstances and facts"
X Link 2025-06-22T05:13Z [---] followers, [--] engagements
"@grok @Stop_Project25 @grok Do you think Trump's withdrawl of the JCPOA really matters in the grand scheme of things when Iran still worked with IAEA and went far and above any level of enrichment they agreed to Since they are on the verge of reaching weapons grade uranium is this blame game"
X Link 2025-06-22T05:30Z [---] followers, [--] engagements
"@EndWokeness I haven't heard Andrew Cuomo talk once except for the "I'm not perverted I'm Italian" quote"
X Link 2025-06-24T04:59Z [---] followers, [--] engagements
"@MuadDibInvests @amitisinvesting Funded by a quant hedge fund to print massive tendies utilizing a distilled model. Yeah they made a killing proved a point and unleashed more AI spend than ever"
X Link 2025-06-26T05:08Z [---] followers, [--] engagements
"@grok @AlexPadilla4CA @charliekirk11 @grok I'm not sure why you're focusing on undocumented immigrants when people who live here legally can barely afford it. But you also didn't dive into things like GDP per Capita"
X Link 2025-06-26T20:16Z [---] followers, [--] engagements
"@grok a very popular argument I hear about allowing illegal immigrants in America is that they do the jobs that nobody else would (citizens white people etc). But then in other developed nations like NZ Australia Japan Korea Europe etc do they also use illegal immigrants"
X Link 2025-06-28T05:18Z [---] followers, [--] engagements
"@elonmusk Extremely true. Ask @Vertiv they're doing incredible things to support AI infrastructure"
X Link 2025-06-28T20:52Z [---] followers, [--] engagements
"@amitisinvesting @blknoiz06 Robinhood easily"
X Link 2025-06-29T04:17Z [---] followers, [---] engagements
"@downsjm @CNBC Jensen has a lot of automatic sells in his plan. This is just FUD again. Order book is sold out through the end of 2026"
X Link 2025-06-29T18:12Z [---] followers, [--] engagements
"@tokentheguy @MarioNawfal @grok $VRT Vertiv Fully integrated solutions from the micro grid to powering servers directly to the racks. Full scaled integrated solutions for cooling Datacenters from outside direct to chip in the rack itself. Power Cooling Batteries (UPS) systems full scale AI infra"
X Link 2025-06-29T22:23Z [---] followers, [---] engagements
"@tokentheguy @MarioNawfal @grok Also Vertiv is a reference design partner with Nvidia. One of their most important partnerships. They do what Nvidia asks"
X Link 2025-06-29T22:24Z [---] followers, [--] engagements
"@DeItaone Most of those billionaires are billionaires on paper since they're in equities. And because they're billionaires there's every investor pension holder etc that all benefit as well"
X Link 2025-06-29T22:40Z [---] followers, [--] engagements
"@TSLAshareholder @Ze1ooooo Lmao peloton. Bag holder spotted. Queue Mark Normand. https://youtube.com/shorts/VMtyDe6W2D0si=nfk-We3sa12q5jii https://youtube.com/shorts/VMtyDe6W2D0si=nfk-We3sa12q5jii"
X Link 2025-06-30T05:01Z [---] followers, [--] engagements
"@Beth_Kindig You need Vertiv for everything from the micro grid power back up UPS power CRUs and backup systems. They build the racks rails bus system chillers CDUs UPS systems from grid to the chip full end solutions as a reference partner to Nvidia"
X Link 2025-06-30T05:40Z [---] followers, [---] engagements
"@AdamSinger Why Sydney"
X Link 2025-06-30T18:47Z [---] followers, [---] engagements
"@AdamSinger Sydney is cool"
X Link 2025-06-30T19:23Z [---] followers, [--] engagements
"@AutismCapital I don't care anymore. Elon's companies are uninvestible right now. I'm not gonna get roped in this drama any longer. Bought Google bought Vertiv bought Rocket Lab. I'm moving on"
X Link 2025-07-01T20:22Z [---] followers, [--] engagements
"@AutismCapital The act of being Hillary Clinton probably"
X Link 2025-07-02T14:03Z [---] followers, [--] engagements
"@amitisinvesting @OpenAINewsroom I would trust Robinhood creating synthetic tokens of real shares vs buying shares of synthetic Chinese stocks on the NYSE"
X Link 2025-07-03T00:24Z [---] followers, [--] engagements
"@vulturetrades WeBull isn't nearly as popular but the most important part of WeBull is that they only made a small portion of their company available through shares. It's fairly priced at $10-13"
X Link 2025-07-03T04:59Z [---] followers, [---] engagements
"@grok Give me the [--] best stocks you'd be buying as of July [--] [----] with the current catalyts you see in the news. Let's say time horizon under [--] year"
X Link 2025-07-03T06:39Z [---] followers, [--] engagements
"@grok @grok How about just the [--] best securities outside of real-estate You can include crypto assets but not ultra speculative like Fartcoin etc"
X Link 2025-07-03T06:47Z [---] followers, [--] engagements
"@TheKevinDalton Vote Republican. No more Democrats destroying California and leaving us with the burnt bits"
X Link 2025-07-03T17:24Z [---] followers, [--] engagements
"The beginning & existence of Robinhood is the case for the biggest bull run of all time. Why this matters is because we have expanded our capital markets to other investors and increased access on trading hours through the democratization of finance. Robinhood is the catalyst"
X Link 2025-07-03T18:21Z [---] followers, [--] engagements
"@em013L Databricks xAI Anduril"
X Link 2025-07-04T03:26Z [---] followers, [--] engagements
"@Mr_Derivatives I'm out of Tesla finally. Into Rocket Lab & Google now"
X Link 2025-07-05T23:33Z [---] followers, [---] engagements
"@Ashton_1nvests @StockSavvyShay Nope. Not snubbed. There's many better stocks than AMD and I actually strongly agree with this list"
X Link 2025-07-06T04:00Z [---] followers, [---] engagements
"@schamorro357 @StockSavvyShay Intel couldn't save a sinking ship"
X Link 2025-07-06T04:00Z [---] followers, [--] engagements
"@T6349623 @StockSavvyShay Vertiv is a great pick"
X Link 2025-07-06T04:03Z [---] followers, [--] engagements
"@KimAbishWise @LarryTaunton Ok and what should I do as an investor with this information Likely not invest"
X Link 2025-07-06T17:32Z [---] followers, [---] engagements
"@unusual_whales That was the only time I was right about investing in Tesla but I had negative money"
X Link 2025-07-06T18:59Z [---] followers, [--] engagements
"@smdcapital1010 Me in 2017: Tesla can vertically integrate everything. Tesla in 2025: so yeah we're launching the America party and we didn't figure out autonomous driving deliver the Tesla Roadster or the Tesla Semi put solar roofs on every house with a PowerWall"
X Link 2025-07-06T19:01Z [---] followers, [--] engagements
"@lava_xbt @Thatcryptobro10 @sunny051488 It's never going under 73k again"
X Link 2025-07-07T00:13Z [---] followers, [--] engagements
"@lava_xbt @Thatcryptobro10 @sunny051488 Don't give a fuck. I've been in it since [----]. I just keep adding"
X Link 2025-07-07T00:55Z [---] followers, [--] engagements
"@AndrewYang @elonmusk you're America Party is already ruined with Andrew Yang and Mark Cuban signing on"
X Link 2025-07-07T01:37Z [---] followers, [--] engagements
"Wondering when retail is going to wake up and find out Vertiv is behind Nvidia's datacenter reference design from cooling to thermals to power delivery uptime and reliability"
X Link 2025-07-07T03:48Z [---] followers, [--] engagements
"@BetterPitchGuy All GoPro needs to do is clone DJI's entire business and hire a lobbyist to ban DJI in the United States as a national security threat and they will go up 10x"
X Link 2025-07-07T06:19Z [---] followers, [--] engagements
"@amitisinvesting @j_fishback I'm not buying anymore Tesla stock without a serious CEO at the helm. Either Elon can stay or go. But if he's going to spend the next two years on the America party I'm out"
X Link 2025-07-07T13:32Z [---] followers, [--] engagements
"@GeraldoRivera Deeply disturbing that Karen Bass hasn't cleaned up that disaster of a park yet. Just billions of dollars in homeless money just vanishes. Zero accountability. Thankfully @USAttyEssayli is coming to help"
X Link 2025-07-08T02:23Z [---] followers, [--] engagements
"@MayorOfLA I wouldn't take your kids to MacArthur Park the way you let it turn into a drug infested homeless encampment"
X Link 2025-07-08T06:40Z [---] followers, [--] engagements
"@ganeshppai @DivesTech @CNBC Who's underwriting all of Elon's big projects"
X Link 2025-07-08T20:55Z [---] followers, [--] engagements
"@HolySmokas Nvidia"
X Link 2025-07-08T21:10Z [---] followers, [--] engagements
"@amitisinvesting A lot of people DID not buy these dips as deep as they could have. Money market accounts are loaded with cash. Nvidia will go to $190-200 in the next six months"
X Link 2025-07-09T18:25Z [---] followers, [---] engagements
"@TheKevinDalton He'll do anything but: -Build a train on time and on budget -Fix the homeless problem on time and on budget -Ensure that all the housing that was burned down is rebuilt on time and on budget On top of which he will gaggle you with a mask and threaten your livelihood"
X Link 2025-07-09T21:00Z [---] followers, [--] engagements
"@amitisinvesting Nobody cares and China can have all of Brazil's soybeans while they're at it"
X Link 2025-07-09T22:05Z [---] followers, [--] engagements
"@Card_Cap @RensingTrades Have you seen the Gemini Card or the Coinbase one Coinbase arguably even better if you have all the unlocks"
X Link 2025-07-10T07:01Z [---] followers, [--] engagements
"@DesertRover829 @StockSavvyShay You should be buying VERTIV $VRT"
X Link 2025-07-10T15:42Z [---] followers, [--] engagements
"@StockSavvyShay Bought the dip. Vertiv does a lot of product from micro grid to thermals to power and batteries. Did I buy the dip Yes. Vertiv can copy Amazons solution quickly they already have [----] different CRAC variants alone. So they have capability to build the correct solution"
X Link 2025-07-10T19:05Z [---] followers, [---] engagements
"@amitisinvesting [--]. BBB [--]. Genius Act [--]. Fiat is useless/depreciating right in front of everyone [--]. Yesterday's consolidation around 111k solidified the move up. Remember BTC is 24/7 so acts are 3x the speed of regular markets. [--]. We're just past the first year in the last halving cycle 📈"
X Link 2025-07-11T00:21Z [---] followers, [--] engagements
"Join Spaces: Solana Swap on Phantom: Found One CA: 3hRfeCUc3NuSEuZfsLBpi2X6AUcF3jRKbCdPrpKpmoon @IfindRetards https://x.com/IfindRetards/status/1943475168862704109 https://x.com/i/spaces/1lDGLzLYQavxm https://x.com/IfindRetards/status/1943475168862704109 https://x.com/i/spaces/1lDGLzLYQavxm"
X Link 2025-07-11T01:29Z [---] followers, [---] engagements
"@avgvalueinvest @StockSavvyShay Archer's partnerships with Palantir and Anduril is the edge that Joby (stupid name btw) doesn't have"
X Link 2025-07-12T18:27Z [---] followers, [---] engagements
"@Next100Baggers @Beth_Kindig I've heard the racks are closer to $7m directly from Vertiv who design them"
X Link 2025-07-12T20:10Z [---] followers, [--] engagements
"Just heard the Ferrari F80 reviews are out on YouTube. Clicking on Chris Harris's review first. @harrismonkey Best auto journalist out there"
X Link 2025-07-12T20:55Z [---] followers, [--] engagements
"@BillHillyFarmer Go to Coinbase and buy USDC on Solana chain it'll have the Solana logo. Swap it for Solana. This is how you get Solana ultra fast within seconds. Download Phantom wallet and send your Solana to Phantom. Swap for $one and verify the minted address (CA) from @FoundOneSol"
X Link 2025-07-13T22:16Z [---] followers, [---] engagements
"@HitDaWallAgain @Beth_Kindig Nvidia won't be accounting for China anymore and they said that two months ago. Goldman et al know that. Even BOFA Global Securities noted that in their analysts reports and still projected growth (Vivek Arya- who gets to ask Jensen the first question on earnings calls)"
X Link 2025-07-13T23:24Z [---] followers, [--] engagements
"@MattFinnFNC If there's a Ferrari around they are paying crazy taxes and it's going to waste right in front of the owner. And everyone else's money too. We cannot do the BARE MINIMUM BASICS in California anymore. The gov of CA wants to do EVERYTHING and they do it POORLY"
X Link 2025-07-14T06:42Z [---] followers, [--] engagements
"@jimcramer Nothing wrong with Robinhood or Coinbase Jim"
X Link 2025-07-14T17:36Z [---] followers, [--] engagements
"@schamorro357 @amitisinvesting yes but also stay poor"
X Link 2025-07-15T03:57Z [---] followers, [--] engagements
"@schamorro357 @amitisinvesting Another reason that Nvidia will crack [---] and BTC too"
X Link 2025-07-15T03:59Z [---] followers, [--] engagements
"@amitisinvesting Give me AutoZone. One of the best fuckin charts to exist"
X Link 2025-07-17T05:43Z [---] followers, [--] engagements
"@elneneloco813 @HolySmokas Keep going: Archer Big bear AI Circle Ethereum Robinhood Joby MP Navitas Semiconductor D-Wave Rigetti Computing Rocket Lab Vertiv Ok that's a lot. AMD beat a lot of stocks on my watchlist but the ones above did better on my watchlist. GG. Very good"
X Link 2025-07-18T05:07Z [---] followers, [---] engagements
"@elneneloco813 @HolySmokas Tbh I put them behind Nvidia Amazon Microsoft and Google since Nvidia is the #1 and the other [--] are going to make their own stuff. Which makes AMD the third option and it's overbought. Nvidia is deeply ahead in every facet. AMD is a beneficiary but way behind"
X Link 2025-07-18T05:13Z [---] followers, [--] engagements
"Intel is dead. Long Arm Holdings $ARM. Nearly twice as efficient as an Intel processor every NVL72 rack will have [--] Gracewell CPUs (ARM) and [--] GPUs. Intel is going to lose their ass in Datacenter. Then the remainder of Datacenter (Non-AI) and then the rest of consumer PC"
X Link 2025-07-18T05:19Z [---] followers, [--] engagements
"@elneneloco813 @HolySmokas Nvidia has -Researcher base -Customer relationships -Manufacturing prowess/moat -Cuda moat -Mellanox acquisition (switching nvlink) -Upper hand on Gracewell CPU power consumption vs x86 (Intel) -partnership network -experience Nvidia started this journey 15+ yrs ago"
X Link 2025-07-18T05:29Z [---] followers, [--] engagements
"@elneneloco813 @HolySmokas Not true about your analyst statement. I have told this to many people. Vivek asks Jensen questions first on the earnings calls. They do actual research go to trade shows etc release reports that cover financials and write bull/bear cases. I did my own DD too up +4800% NVDA"
X Link 2025-07-18T05:46Z [---] followers, [--] engagements
"@jonnagap @RihardJarc Wait till you find out about ASML then. The shovels for the shovels for the shovels"
X Link 2025-07-18T06:19Z [---] followers, [--] engagements
"The market is hot but there is no other alternative. Houses appreciated 40-50% in [----] to [----]. Now that you can't buy equities are next and everyone is spending because this is the next best place to be. ♉"
X Link 2025-07-19T01:15Z [---] followers, [--] engagements
"@notfinadvice1 @amitisinvesting Cash is a loser right now. You're forced into equities because is dollar devaluation or you're currency hedging into crypto or other currencies or gold"
X Link 2025-07-19T02:35Z [---] followers, [--] engagements
"@gurgavin I'll buy theirs for a discount 😂"
X Link 2025-07-20T05:29Z [---] followers, [--] engagements
"@lalovestrump Those people are actually all a bunch of fucking ingrates. In N Out works so hard to bring quality consistent food for good prices while paying good wages to their employees. Yes business is tough. Those things are true"
X Link 2025-07-20T05:31Z [---] followers, [--] engagements
"@TrendSpider It's riding BTC"
X Link 2025-07-20T05:53Z [---] followers, [--] engagements
"@Jason @TOMFORD @Zegna @dieworkwear Bro just ask your boy @chamath"
X Link 2025-07-20T18:57Z [---] followers, [--] engagements
"@NancyM78206 They're all pump and dumps Look at any pumpfun coin. Everything is a rug pull"
X Link 2025-07-20T19:23Z [---] followers, [--] engagements
"@The_AI_Investor Not crazy at all. If there's [--] billion people on earth they should have computers. If AI is the greatest equalizer for learning then everyone should have access to AI. How many chips do we need for [--] billion people to use everyday"
X Link 2025-07-21T03:48Z [---] followers, [---] engagements
"@amitisinvesting Nvidia will be 10t by EODecade"
X Link 2025-07-21T05:58Z [---] followers, [--] engagements
"@AkinatorAssets @The_AI_Investor Nope. Stop. NVIDIA is the King. Second place is home grown hyperscaler (AWS Google etc). AMD is 3rd place maybe in the American tech stack. But that could actually be Broadcom too"
X Link 2025-07-21T06:01Z [---] followers, [--] engagements
"@Mr_Derivatives You mean $rklb 😉"
X Link 2025-07-21T18:35Z [---] followers, [---] engagements
"@amitisinvesting Whatever I made on $OPEN tomorrow is going into $RKLB"
X Link 2025-07-21T23:54Z [---] followers, [---] engagements
"Every [--] GW of Power is equating to approximately $50b of revenue for Nvidia. [----] Total power needs for AMD/Nvidia is approx [---] gw likely conservative depending on the model (Schneider Electric etc). [----] = [--] gw [----] [----] gw Nvidia to AMD GPU sales is approx 10:1 BofA GS"
X Link 2025-07-22T23:45Z [---] followers, [--] engagements
"@0x_cookie @chamath Yes because Nvidia GPUs are far more efficient with Blackwell on training and inference on a per token basis. The ROI is much faster than ever before. Couple that with Nvidia Grace CPU you can get significantly more performance and a 40% reduction in power usage by using ARM"
X Link 2025-07-22T23:51Z [---] followers, [--] engagements
"@Tesla @robotaxi @grok is Cortex from Snowflake here"
X Link 2025-07-24T00:17Z [---] followers, [--] engagements
"@grok @Tesla @robotaxi I noticed Robinhood has something called Cortex too. Is that from Snowflake"
X Link 2025-07-24T00:21Z [---] followers, [--] engagements
"@StockSavvyShay As I've been stating before - Nvidia has been 2-3 gen ahead of everyone. Nvidia is the #1 choice. The second choice is going in house. AMD at best is 3rd choice.maybe even 4th behind custom ASICS. If true ARM gains huge in datacenter w/ royalties+licenses. Intel loses big"
X Link 2025-07-24T01:42Z [---] followers, [--] engagements
"@wolfofshelby @elonmusk $VRT (Vertiv) They are the reference partner with Nvidia. I went to an AI event hosted by Vertiv and half of the people there were from Dell. They have nat-gas powered chillers full end micro-grid services all the way to the PDUs and UPS systems pumps chillers cracs etc"
X Link 2025-07-24T01:51Z [---] followers, [---] engagements
"@nvidia @OpenAI The Nvidia DGX made me an investor [--] years ago"
X Link 2025-07-24T02:04Z [---] followers, [--] engagements
"@zerohedge Oh wow great news. Add it to Boeing's [---] year backlog"
X Link 2025-07-24T02:06Z [---] followers, [--] engagements
"@WinnerInvestor @HyperTechInvest I just got out of Intel after a [--] year baghold. Trust me as someone who owned shares it's a fucking horrible company because I actually read everything they did. And everything they did was wrong"
X Link 2025-07-24T02:58Z [---] followers, [--] engagements
"@RapidResponse47 @POTUS AI creates equity in the system for everyone. The fact that someone would mention "DEI" about AI is silly. AI is the great equalizer"
X Link 2025-07-24T03:33Z [---] followers, [--] engagements
"@amitisinvesting AEO isn't a meme though. Young people love ANF RL AEO. Her IG has 25m followers. If Kim K can be a billionaire I don't see any Sydney wouldn't add massive value to the stock. Girls love following fashion trends"
X Link 2025-07-24T04:53Z [---] followers, [---] engagements
"@GVDInvestor @pepemoonboy August [----] December [----] March to April [----] were some very big buying opportunities. I don't think we will see another in a while. Just small breathers where market makers take profit off the top. The rest will be black swans if any"
X Link 2025-07-25T01:08Z [---] followers, [--] engagements
"@GVDInvestor @pepemoonboy I think just DCA from here basically"
X Link 2025-07-25T01:47Z [---] followers, [--] engagements
"@ChessWarri42621 @amitisinvesting I already saw that. NVIDIA is#1 #2 is all custom in house chips (Google AWS Microsoft using ARM). #3 is AMD. Current order book is 10:1 Nvidia to AMD. I'm not speculating on the stock because of a photo. By the time MI400 is out Nvidia will have Rubin Ultra"
X Link 2025-07-25T02:09Z [---] followers, [--] engagements
"@ChessWarri42621 @amitisinvesting I'm not saying they won't be competitive what do ever. Competition is good. AMD benefits. All I am saying is that many hyperscalers are going internal in addition to Nvidia. The pie slice for AMD is smaller but as TAM increases all go up. Nvidia DGX made me buy in 2017"
X Link 2025-07-25T02:28Z [---] followers, [--] engagements
"@ChessWarri42621 @amitisinvesting I was building my first PC with an Nvidia graphics card back during the dotcom bubble"
X Link 2025-07-25T02:38Z [---] followers, [--] engagements
"@ChessWarri42621 @amitisinvesting Hmmm that's big and possible potential reality. I'm not seeing much about AMDs Datacenter infrastructure partnerships which is one of my largest concerns. Nvidia's reference partners Schneider Electric and Vertiv are big players. Who's helping AMD here"
X Link 2025-07-25T02:52Z [---] followers, [--] engagements
"@EndWokeness @grok is the ad on the left real or am I being trolled"
X Link 2025-07-25T02:59Z [---] followers, [---] engagements
"@Beth_Kindig Good article on Broadcom's Tomahawk Ultra switch. Specifically discussing latency. https://www.nextplatform.com/2025/07/17/broadcom-tries-to-kill-infiniband-and-nvswitch-with-one-ethernet-stone/#amp_tf=From%20%251%24s&aoh=17528821162648&csi=0&referrer=https%3A%2F%2Fwww.google.com&share=https%3A%2F%2Fwww.nextplatform.com%2F2025%2F07%2F17%2Fbroadcom-tries-to-kill-infiniband-and-nvswitch-with-one-ethernet-stone%2F"
X Link 2025-07-25T03:02Z [---] followers, [---] engagements
"@ChessWarri42621 @amitisinvesting I have to listen and read all the AI stuff from yesterday. I heard her snippet about TSM AZ fab prices being a little bit more which might not matter as long as TCO goes down. As you're probably aware AWS is all about ruthless efficiency and they came up with their own IRHX"
X Link 2025-07-25T03:14Z [---] followers, [--] engagements
"@unusual_whales 1GW = $50b for Nvidia (approximately)"
X Link 2025-07-25T03:19Z [---] followers, [--] engagements
"@ChessWarri42621 @amitisinvesting I saw that. 😂 Elon next. Google raises spend. And so forth. Every [--] GW is approx $50b for Nvidia approx in revenue (BofA GS). So yeah AMD getting any of that pie will be big numbers too"
X Link 2025-07-25T03:22Z [---] followers, [--] engagements
"@ChessWarri42621 @amitisinvesting https://www.youtube.com/watchv=_lrG4EK7DMA https://www.youtube.com/watchv=_lrG4EK7DMA"
X Link 2025-07-25T04:13Z [---] followers, [--] engagements
"@NighthawkTradez @TomBrady They should get Sydney Sweeney bro"
X Link 2025-07-25T04:31Z [---] followers, [--] engagements
"@optionscjp Not stupid. Every IG meme account mentioned it for over [--] hrs. Everywhere on X. Everywhere on the news. Girls are simple.they just copy each other. They literally all bought the same fucking trendy sandal for the last [--] yrs straight"
X Link 2025-07-25T04:33Z [---] followers, [--] engagements
"@ChessWarri42621 @amitisinvesting I put in $20k into AMD today. But not super sure where they are on their Datacenter partnerships for Infrastructure. Is it all SuperMicro or what Coolermaster and Submer came up but that's not serious enough to consider. Talking about the Schneider/Vertiv level type partners"
X Link 2025-07-25T17:03Z [---] followers, [--] engagements
"@owenbjennings @Square @grok what does this mean "square sellers""
X Link 2025-07-26T06:04Z [---] followers, [--] engagements
"@Next100Baggers @Beth_Kindig Vertiv should eventually grow organically without AI the same way that EATON AND Schneider Electric did. There's a lot on the table from here onwards"
X Link 2025-07-29T23:44Z [---] followers, [--] engagements
"@grok @BoHines @davidsacks47 Wow this is embarrassingly wrong"
X Link 2025-07-31T04:33Z [---] followers, [--] engagements
"@TacticzH If you're actually smart you're gonna lay out your bull case for ASML but you won't be able to come up with a coherent rationale esp when TSM doesn't buy their most high end product & Intel blew their foundry aspirations so badly that they can't spend with ASML for 2-4 machines"
X Link 2025-08-02T00:59Z [---] followers, [--] engagements
"@garricn @StockMKTNewz Google is superior. Gemini integration in Google products is superior right now. You have to understand DeepMind and their investments early on in neural nets. Their advantage is deep and wide. Google is a computer science company first and foremost"
X Link 2025-08-02T05:12Z [---] followers, [--] engagements
"@RahimAl18843853 @StockSavvyShay @FuturumEquities @AMD That's a bad sign"
X Link 2025-08-02T16:30Z [---] followers, [---] engagements
"@elonmusk Is that Sydney Sweeney"
X Link 2025-08-05T04:16Z [---] followers, [--] engagements
"@eddie_beach3697 @jimcramer Tough trading months doesn't equal a bear market"
X Link 2025-08-06T00:11Z [---] followers, [--] engagements
"@amitisinvesting @Investor_DFS Amit you were on the money the other day. S-curves. AI is a [---] trillion dollar market. Think Global"
X Link 2025-08-06T04:16Z [---] followers, [--] engagements
"CFRA after hours $AMD Price Objective also $200 (same as BofA GS)"
X Link 2025-08-06T04:26Z [---] followers, [--] engagements
"$AMD Call w/ Vivek Arya BofA GS. Timestamped: https://youtu.be/r5I-DOfZ6ZQt=2920 https://youtu.be/r5I-DOfZ6ZQt=2920"
X Link 2025-08-06T04:27Z [---] followers, [--] engagements
"@RahimAl18843853 @StockSavvyShay @FuturumEquities @AMD fml I knew it"
X Link 2025-08-06T05:10Z [---] followers, [--] engagements
"@BimboResearch @ChessWarri42621 @Zeff_Pena @DividendDude_X You did an actual analysis Which investment firm do you work for"
X Link 2025-08-06T06:47Z [---] followers, [--] engagements
"@BimboResearch @ChessWarri42621 @Zeff_Pena @DividendDude_X Short Nvidia. Put your money where your mouth is"
X Link 2025-08-06T06:50Z [---] followers, [--] engagements
"@the_jones_gang @dsager45 @jimcramer DEEPSHIT Jevon's Paradox. All the tards who thought Nvidia was done for.were the same tards who thought liberation day causing a $5 trillion dollar sell off made sense and failed to buy the dip"
X Link 2025-08-08T02:10Z [---] followers, [--] engagements
"@amitisinvesting @brewmarkets Cash moves into equities when interest rates drop. Real estate will likely start moving again. But three potential outcomes. Stocks can have both inflows/outflows of capital. Market can go into a huge sell off or it could pump even further or it could just stay flat"
X Link 2025-08-09T04:02Z [---] followers, [--] engagements
"@wildbarestepf My favorite theory is the end of Men in Black. https://youtu.be/OKnpPCQyUecsi=VnLzXXQjLU36kqgW https://youtu.be/OKnpPCQyUecsi=VnLzXXQjLU36kqgW"
X Link 2025-08-10T21:24Z [---] followers, [--] engagements
"@EthanKean_ @FINVIZ_com Wendy's uses Palantir to forecast how many tendies they need to serve from the back dumpster"
X Link 2025-08-11T00:58Z [---] followers, [--] engagements
"@mrplnd @Davis_C15 It's called DCAing your pay checks as you get them. Palantir was cheap for a long time"
X Link 2025-08-11T03:12Z [---] followers, [--] engagements
"@PatrickMoorhead Intel invested and took delivery of ASML's High-NA EUV lithography machine for $400m last year. They are not producing economically feasible yields with it. They really have to be able to make their own bread before they can get a customer. Very tough business to be a fab"
X Link 2025-08-11T03:18Z [---] followers, [---] engagements
"@intocryptoverse An extended bear market this time will definitely drag down the stock market since so many companies now hold treasuries. What are some potential outcomes here"
X Link 2025-08-11T04:20Z [---] followers, [--] engagements
"@cooperawilson @intocryptoverse You can laugh and while things like Gensler are gone and adoption you're also living in a bubble with people who think that way. Most people in real life don't talk about crypto at all. Also Bitcoin wasn't made for Americans. Your entire rationale was dependent on Americans"
X Link 2025-08-11T05:31Z [---] followers, [---] engagements
"@cooperawilson @intocryptoverse Since most of your argument centers around American markets you probably don't also realize how much M2 is out there at the moment and that we are still in QT with the fed. What happens when interest rates come down Do people cash out and buy homes Maybe"
X Link 2025-08-11T05:36Z [---] followers, [--] engagements
"@fiscal_ai ServiceNow had a great quarter had great guidance had a 5% OpEx improvement because of AI and their stock went down 20%. Meanwhile they received a slew of upgrades and bounced off the 100w SMA today at [---] exactly. Could be in for a big run"
X Link 2025-08-13T01:24Z [---] followers, [---] engagements
"@ac2020 @greg_price11 Bessent's 3-3-3 plan accepts a 3% inflation rate. They'd argue you can cut. Jerome always says for [--] years now that we need to meaningfully tame inflation in the 2% range. Jerome isn't there yet but Trump admin is b/c they want to grow GDP at 3% per year and reduce deficit"
X Link 2025-08-13T01:31Z [---] followers, [---] engagements
"@TheCanadianFace @BrandonTheFan5 @jimcramer Intel's Datacenter CPUs that come with every Nvidia server is drastically losing market share to ARM based professors. I think you should think about the value of selling $15k processors vs $200 dollar processors and what it does for a company. I've owned stock in INTC AMD NVDA"
X Link 2025-08-14T01:18Z [---] followers, [--] engagements
"@TheCanadianFace @BrandonTheFan5 @jimcramer I am deeply aware. We went from some gamer dude talking about video games to consumer to datacenter CPUs. My first argument at the beginning was about AI sales. And I am not deviating from that argument. AI Datacenter CPU sales are waning for Intel"
X Link 2025-08-14T02:40Z [---] followers, [--] engagements
"@TheCanadianFace @BrandonTheFan5 @jimcramer Sales for AMD are going up where they can sell their own systems. However ARM based Nvidia Grace CPUs will destroy every last bit of Intel. AMD will gain some % in the AI Datacenter space. But the total net share AMD will take from Nvidia remains to be seen. Analyst think 5%"
X Link 2025-08-14T02:42Z [---] followers, [--] engagements
"@TheCanadianFace @BrandonTheFan5 @jimcramer See this graph here: You can see AMD gaining market share dramatically and Intel falling off a cliff. But this graph doesn't tell you that Nvidia loses sales to AMD. So that means these AMD growth gains are happening in trad datacenter"
X Link 2025-08-14T02:44Z [---] followers, [--] engagements
"@amitisinvesting -Officially a Gold member today -A gold card holder today [---] yr invested on my Robinhood shares 🚀"
X Link 2025-08-14T03:25Z [---] followers, [--] engagements
"@StockSavvyShay RIP AMD"
X Link 2025-08-14T03:26Z [---] followers, [--] engagements
"@Investor_DFS @amitisinvesting How does COIN benefit Are these Eth ETFs running transactions with Coinbase Robinhood would because customers are buying stonks"
X Link 2025-08-14T04:07Z [---] followers, [--] engagements
"@amitisinvesting @stockaholiccc NFTs made some sense in theory. Like buying an album and owning that album forever. not that bored ape crap. It was called Bored Ape because everyone was bored in lockdowns"
X Link 2025-08-14T06:32Z [---] followers, [--] engagements
"@danielnewmanUV A lot of people don't have a fundamental grasp on the basics of the stock market. If you start to realize how smart (they're prob average at best) the average person is about their own jobs do you think they'd know much about stocks that are financially engineered by others"
X Link 2025-08-14T06:44Z [---] followers, [--] engagements
"@MrPoastMan @danielnewmanUV @grok Does Eastman Kodak have any experience in the Semiconductor arena where it could or maybe even in the past have ever competed with ASML Do they have a patent library or some sort of IP License that is useful in semiconductor production"
X Link 2025-08-14T07:06Z [---] followers, [--] engagements
"@JimmyrJim @DividendDude_X Why Honeywell. Especially pre-split They will turn into [--] companies sometime in the future. That basically evades Buffet's "20 stocks for life" rule"
X Link 2025-08-14T19:52Z [---] followers, [---] engagements
"@GrumpyX_eth @WallStreetApes Normal What's normal. These are normalized in Vegas. Not normal otherwise anywhere else really"
X Link 2025-08-14T21:11Z [---] followers, [--] engagements
"@BitcoinRachy I don't want them to buy Bitcoin. Bitcoin should be decentralized. Not concentrated"
X Link 2025-08-14T21:12Z [---] followers, [--] engagements
"@amitisinvesting Warren doesn't do degen plays. I don't think we will see UNH back to [---] or even [---] anytime soon"
X Link 2025-08-15T01:23Z [---] followers, [--] engagements
"@pepemoonboy Bro 😠Nvidia bro"
X Link 2025-08-15T03:08Z [---] followers, [--] engagements
"@amitisinvesting Broadcom is too high imo and needs to be shorted down a little bit"
X Link 2025-08-16T15:35Z [---] followers, [--] engagements
"@HyperTechInvest This is liquid cooled Who's their partner for infrastructure Nvidia has all their partnerships stacked. I'm DIGGING to figure out who's here to help AMD with their power and cooling infrastructure. I don't know why they won't give their partners credit maybe there isn't one"
X Link 2025-08-16T19:14Z [---] followers, [---] engagements
"@HyperTechInvest I'm talking about key players like Vertiv Schneider Electric and Eaton. Where are they in the mix Physical infra from micro-grids power delivery all the way to the PDU and datacenter cooling from outside all the way DTC. Dell and SMCI have some product not a full portfolio"
X Link 2025-08-16T23:50Z [---] followers, [---] engagements
"@TheMaineWonk I dunno but he didn't fall off the White House roof last week"
X Link 2025-08-17T22:28Z [---] followers, [--] engagements
"@007ofWallSt @StockSavvyShay Buddy they haven't been able to keep up. Guess who does the packaging for SK Hynix HBM. Tsmc"
X Link 2025-08-19T04:49Z [---] followers, [--] engagements
"@JulianKlymochko @chamath American exceptionalism and then using the Cayman Islands"
X Link 2025-08-19T05:25Z [---] followers, [--] engagements
"@cinserrajr @charleskoh @robinhood Just got my virtual GC last week Physical card will come soon. I waited about [--] weeks"
X Link 2025-08-19T06:10Z [---] followers, [--] engagements
"@RichardGrenell @GavinNewsom It's super cringe. I called it cringe on reddit and got [--] downvotes in an hour"
X Link 2025-08-19T16:29Z [---] followers, [--] engagements
"@mattwr @unusual_whales There shouldn't be any equities actually. Not as President"
X Link 2025-08-20T01:45Z [---] followers, [---] engagements
"@MuskJawSurgeon @StockSavvyShay After attending AI events with them and understanding the playing field the breadth of portfolio level of partnerships they still have huge growth potential. They're remarkably smaller than Eaton and Schneider Electric but are the top level partner for AI Infrastructure"
X Link 2025-08-20T16:54Z [---] followers, [--] engagements
"@GavinNewsom Resign Gavin"
X Link 2025-08-21T03:35Z [---] followers, [--] engagements
"@GavinNewsom I am telling you to STOP. I voted for you before Holy shit"
X Link 2025-08-21T03:36Z [---] followers, [--] engagements
"@GavinNewsom Tomorrow you're going to say playing video games is bad for children's mental health. Give me a break you two face scumbag"
X Link 2025-08-21T03:37Z [---] followers, [--] engagements
"@amitisinvesting Google to Apple: Let's swap Chrome for Gemini FTC: jaw drop"
X Link 2025-08-22T21:28Z [---] followers, [--] engagements
"@Camp4 Overreaction to a sterile and boring rebrand with a side of hit piece. I really don't care though and I'd never eat here anyway. But they should have gotten Sydney Sweeney instead"
X Link 2025-08-23T01:33Z [---] followers, [--] engagements
"@amitisinvesting My poor Vertiv $VRT stock didn't move. So I guess .it's on sale Monday for anyone who missed it"
X Link 2025-08-23T02:49Z [---] followers, [--] engagements
"@gurgavin My disdain for Interactive Brokers came from the GME saga where the CEO halted trading GameStop and said it shouldn't be allowed to be traded. Far worse than anything Robinhood ever did"
X Link 2025-08-26T21:19Z [---] followers, [---] engagements
"@chamath @Icebox_Energy I'm buying more Vertiv Holdings today. $VRT And I will continue to keep adding into my position. Here's the receipt:"
X Link 2025-08-27T02:36Z [---] followers, [--] engagements
"@chamath @Icebox_Energy ChatGPT about Co2 Water-based CDU/DTC systems are mature and widely deployed (Vertiv HPE Dell NVIDIA etc.). CO systems are mostly in R&D or pilot deployments (some work from Submer Vertiv and European research consortia). There isnt a mass-production ecosystem yet"
X Link 2025-08-27T02:40Z [---] followers, [--] engagements
"@ChrisG_XT @gurgavin Robinhood stopped trading and they wouldn't admit it was a liquidity issue. Interactive Brokers CEO literally came on TV and said I don't want you to buy the stock at all. Robinhood would have let you trade it they just all blamed Robinhood"
X Link 2025-08-27T04:15Z [---] followers, [--] engagements
"@danielnewmanUV It was the goated acquisition of all acquisitions. Took me a little while to see how big of a move it was but I understood it about [--] yrs ago"
X Link 2025-08-27T04:26Z [---] followers, [---] engagements
"@amitisinvesting I bought more Vertiv Holdings $VRT yesterday. 8th purchase of [----]. Receipt in hand"
X Link 2025-08-27T21:39Z [---] followers, [--] engagements
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