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# ![@NotesontheNoise Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::988908079780524035.png) @NotesontheNoise Notes on the Noise

Notes on the Noise posts on X about $alab, $anet, $nvda, nvda the most. They currently have XXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.

### Engagements: XXX [#](/creator/twitter::988908079780524035/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::988908079780524035/c:line/m:interactions.svg)

- X Week XXXXXX +42%
- X Month XXXXXXX +74%
- X Months XXXXXXX +945,419%
- X Year XXXXXXX +27,712%

### Mentions: XX [#](/creator/twitter::988908079780524035/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::988908079780524035/c:line/m:posts_active.svg)

- X Week XXX +75%
- X Month XXX +57%
- X Months XXX +68,100%
- X Year XXX +4,169%

### Followers: XXXXX [#](/creator/twitter::988908079780524035/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::988908079780524035/c:line/m:followers.svg)

- X Week XXXXX +10%
- X Month XXXXX +37%
- X Months XXXXX +476%
- X Year XXXXX +285%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::988908079780524035/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::988908079780524035/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::988908079780524035/influence)
---

**Social category influence**
[stocks](/list/stocks)  XXXX% [technology brands](/list/technology-brands)  XXXX% [finance](/list/finance)  XXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [countries](/list/countries)  XXXX%

**Social topic influence**
[$alab](/topic/$alab) #26, [$anet](/topic/$anet) #14, [$nvda](/topic/$nvda) #386, [nvda](/topic/nvda) #368, [$crdo](/topic/$crdo) #64, [$amd](/topic/$amd) #52, [$meta](/topic/$meta) 1.96%, [meta](/topic/meta) 1.96%, [$orcl](/topic/$orcl) 1.96%, [$avgo](/topic/$avgo) #218

**Top accounts mentioned or mentioned by**
[@notebooklm](/creator/undefined) [@metaplanetjp](/creator/undefined) [@strategy](/creator/undefined) [@kobeissiletter](/creator/undefined) [@shytrece](/creator/undefined) [@coinbase](/creator/undefined) [@zerohedge](/creator/undefined) [@zastocks](/creator/undefined) [@theaiinvestor](/creator/undefined) [@bethkindig](/creator/undefined) [@smikhailovich](/creator/undefined) [@rocket77799](/creator/undefined) [@kbstl8](/creator/undefined) [@coinbaseduck](/creator/undefined) [@elonmusk](/creator/undefined) [@garyblack00](/creator/undefined) [@dividenddudex](/creator/undefined) [@e055michel1842](/creator/undefined) [@saylor](/creator/undefined) [@rosshendricks](/creator/undefined)

**Top assets mentioned**
[Astera Labs, Inc. Common Stock (ALAB)](/topic/$alab) [Arista Networks Inc (ANET)](/topic/$anet) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Credo Technology Group Holding Ltd Ordinary Shares (CRDO)](/topic/$crdo) [Advanced Micro Devices (AMD)](/topic/$amd) [Metadium (META)](/topic/$meta) [Oracle Corporation (ORCL)](/topic/$orcl) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Vertiv Holdings Co (VRT)](/topic/$vrt) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Bitcoin (BTC)](/topic/bitcoin) [Microsoft Corp. (MSFT)](/topic/$msft) [CoreWeave, Inc. (CRWV)](/topic/$crwv) [SPDR GOLD ETF (GLD)](/topic/$gld) [Vixco (VIX)](/topic/$vix) [Bloom Energy Corporation (BE)](/topic/$be) [Oklo Inc. (OKLO)](/topic/$oklo) [NuScale Power Corporation (SMR)](/topic/$smr) [Fluence Energy, Inc. Class A Common Stock (FLNC)](/topic/$flnc) [Eos Energy Enterprises, Inc. (EOSE)](/topic/$eose) [First Solar, Inc. (FSLR)](/topic/$fslr) [Oscar Health, Inc. (OSCR)](/topic/$oscr) [IREN Limited (IREN)](/topic/$iren)
### Top Social Posts [#](/creator/twitter::988908079780524035/posts)
---
Top posts by engagements in the last XX hours

"$VRT is my highest conviction non $NVDA AI stock. Especially given the complex competition among networking companies like $ALAB and $ANET right now"  
[X Link](https://x.com/NotesontheNoise/status/1977948763496059067) [@NotesontheNoise](/creator/x/NotesontheNoise) 2025-10-14T04:05Z 1591 followers, 1441 engagements


"$VRT another X% today. This stock should be core to any AI infrastructure portfolio"  
[X Link](https://x.com/NotesontheNoise/status/1978537113164325152) [@NotesontheNoise](/creator/x/NotesontheNoise) 2025-10-15T19:03Z 1591 followers, XXX engagements


"$VRT reports 10/22/2025 This whale expects price to stay below XXX Im expecting a big beat on revenue but Im also not a whale"  
[X Link](https://x.com/NotesontheNoise/status/1978620158668390673) [@NotesontheNoise](/creator/x/NotesontheNoise) 2025-10-16T00:33Z 1591 followers, XXX engagements


"The Biggest Problem: Power Generation. The grid can't keep up. So AI builders are going "behind-the-meter": ⚡Natural Gas: On-site turbines (#xAI #OpenAI). Bloom Energy $BE also. ⚡ SMRs: Small Modular Reactors from companies like $OKLO & NuScale $SMR could provide this"  
[X Link](https://x.com/NotesontheNoise/status/1950477740806914354) [@NotesontheNoise](/creator/x/NotesontheNoise) 2025-07-30T08:45Z 1591 followers, 27.1K engagements


"Solar + batteries is viable now. SMR have years before commercialisation. Battery companies $FLNC and $EOSE have started moving. Solar looks set to follow imminently. Heres $FSLR"  
[X Link](https://x.com/NotesontheNoise/status/1975816378503639362) [@NotesontheNoise](/creator/x/NotesontheNoise) 2025-10-08T06:51Z 1591 followers, 1673 engagements


"The move in #gold and #bitcoin (and all other risk assets) is likely the final flush. Blow off top for gold before the money gets shovelled into tech/crypto etc It will catch the majority offside having rotated from risk to gold right at the top Soon. $gld #eth"  
[X Link](https://x.com/NotesontheNoise/status/1978986224133026010) [@NotesontheNoise](/creator/x/NotesontheNoise) 2025-10-17T00:47Z 1591 followers, XXX engagements


"Look what one tweet ruined. $VRT was staging a massive move. Still closed green on Friday. This is the signal for the next leg of the melt up. $NVDA $ALAB $CRDO $ANET all follow soon"  
[X Link](https://x.com/NotesontheNoise/status/1977634794549969069) [@NotesontheNoise](/creator/x/NotesontheNoise) 2025-10-13T07:17Z 1581 followers, 2512 engagements


"Downsizing my $ANET position until this news becomes clearer. No movement on $ALAB Dont bet against $NVDA"  
[X Link](https://x.com/NotesontheNoise/status/1977810163659935943) [@NotesontheNoise](/creator/x/NotesontheNoise) 2025-10-13T18:54Z 1579 followers, 1872 engagements


"Knowing what is noise and what is signal is often hard. But when $ANET loses a customer to someone like $NVDA its just not worth the risk for me. There are so many great AI opps in this market I dont want to hold the bag unnecessarily. $ALAB on watch"  
[X Link](https://x.com/NotesontheNoise/status/1977837619192242562) [@NotesontheNoise](/creator/x/NotesontheNoise) 2025-10-13T20:43Z 1579 followers, XXX engagements


"Interesting take on the $ANET / $NVDA / $META news"  
[X Link](https://x.com/NotesontheNoise/status/1977853648622227859) [@NotesontheNoise](/creator/x/NotesontheNoise) 2025-10-13T21:47Z 1579 followers, XXX engagements


"The OCP summit spooked investors in $ANET and $ALAB after $META and $ORCL selected $NVDA 's Spectrum-X ethernet platform. I asked Gemini to do a deep dive and used @NotebookLM to turn the report into a podcast"  
[X Link](https://x.com/NotesontheNoise/status/1978110546508480537) [@NotesontheNoise](/creator/x/NotesontheNoise) 2025-10-14T14:48Z 1579 followers, XXX engagements


"As a bellwether $Meta unveiled its Non-Scheduled Fabric (NSF) to run AI across entire data center regions. Their foundation Standard low-latency shallow-buffer Ethernet switches"  
[X Link](https://x.com/NotesontheNoise/status/1978368684969042308) [@NotesontheNoise](/creator/x/NotesontheNoise) 2025-10-15T07:53Z 1580 followers, XXX engagements


"$Meta reinforced this direction by adopting the a switch based on $NVDA's Spectrum-4 ASIC. This confirms that giants are committed to using best-in-class non-proprietary chips within open hardware"  
[X Link](https://x.com/NotesontheNoise/status/1978368687062097949) [@NotesontheNoise](/creator/x/NotesontheNoise) 2025-10-15T07:53Z 1581 followers, XXX engagements


"For Arista Networks $ANET OCP 2025 was total vindication. The industry is now standardizing on the open Ethernet architectural blueprint Arista has championed for years"  
[X Link](https://x.com/NotesontheNoise/status/1978368703059165231) [@NotesontheNoise](/creator/x/NotesontheNoise) 2025-10-15T07:53Z 1579 followers, XXX engagements


"Crucially ESUN places $ANET at the center of defining the AI future and expands their Total Addressable Market (TAM) into the server/rack itselfa domain previously inaccessible to them. Arista is the indispensable neutral "Switzerland" of AI networking"  
[X Link](https://x.com/NotesontheNoise/status/1978368705206562953) [@NotesontheNoise](/creator/x/NotesontheNoise) 2025-10-15T07:53Z 1579 followers, XXX engagements


"But this validation was overshadowed by ESUN. ESUN's mission is a direct and formidable challenge to $ALAB's high-potential Scorpio PCIe/CXL Smart Fabric Switches. This shifts the competition to a brutal protocol war where Ethernet holds a massive advantage. This is bearish. Scorpio was only XX% of revenue last quarter for ALAB"  
[X Link](https://x.com/NotesontheNoise/status/1978368709589962936) [@NotesontheNoise](/creator/x/NotesontheNoise) 2025-10-15T07:53Z 1581 followers, XXX engagements


"Open Ethernet won the architectural debate for AI fabrics. This is a massive structural win for $ANET and $CRDO who benefit directly from the push for scale and reliability. $ALAB likely loses XX% of its revenue stream but its established products are compatible"  
[X Link](https://x.com/NotesontheNoise/status/1978368713804927191) [@NotesontheNoise](/creator/x/NotesontheNoise) 2025-10-15T07:53Z 1581 followers, XXX engagements


"#ESUN completely sidesteps this. It plugs directly into the massive multi-billion dollar Ethernet market that already exists. Its evolution not revolutionand thats a massive advantage"  
[X Link](https://x.com/NotesontheNoise/status/1978378583400702356) [@NotesontheNoise](/creator/x/NotesontheNoise) 2025-10-15T08:33Z 1579 followers, XX engagements


"THE KNOCKOUT BLOW: Broadcom $AVGO the undisputed king of Ethernet switch chips just ditched the #UALink alliance and threw its full support behind ESUN. This move starves UALink of the key hardware partner it needed to survive"  
[X Link](https://x.com/NotesontheNoise/status/1978378585959186804) [@NotesontheNoise](/creator/x/NotesontheNoise) 2025-10-15T08:33Z 1579 followers, XXX engagements


"The OCP summit spooked investors in $ANET and $ALAB after $META and $ORCL selected $NVDA 's Spectrum-X ethernet platform. Here's what you need to know 👇"  
[X Link](https://x.com/NotesontheNoise/status/1978001099954311332) [@NotesontheNoise](/creator/x/NotesontheNoise) 2025-10-14T07:33Z 1587 followers, 17K engagements


"OCP 2025 just standardized the future of AI networking. The new blueprint is defined by three rules: -XXX% open Ethernet fabrics -Extreme systemic reliability -Unstoppable influence of hyperscale giants driving standardization. Key companies impacted: $ANET $ALAB $CRDO 🧵👇"  
[X Link](https://x.com/NotesontheNoise/status/1978368682998047225) [@NotesontheNoise](/creator/x/NotesontheNoise) 2025-10-15T07:53Z 1585 followers, 3358 engagements


"Arguably the single most consequential announcement was the formal launch of "Ethernet for Scale-Up Networking" (ESUN). The mission: to use standard Ethernet for the ultra-fast links inside the server rack connecting GPUs and CPUs"  
[X Link](https://x.com/NotesontheNoise/status/1978368689268572388) [@NotesontheNoise](/creator/x/NotesontheNoise) 2025-10-15T07:53Z 1581 followers, XXX engagements


"The ESUN Alliance isn't a small club. It's backed by an unprecedented coalition including $AMD $ANET $Meta $MSFT $NVDA and $ORCL. This unified front signals a decisive push to make Ethernet the ONLY standard for all AI connectivity"  
[X Link](https://x.com/NotesontheNoise/status/1978368691310932461) [@NotesontheNoise](/creator/x/NotesontheNoise) 2025-10-15T07:53Z 1581 followers, XXX engagements


"$CRDO is moving beyond just selling components. By co-chairing the new "Optics Reliability Workstream" with $ORCL Credo is positioning itself as the industry standard-bearer. This allows them to compete on value (reliability) rather than solely on price"  
[X Link](https://x.com/NotesontheNoise/status/1978368700567720164) [@NotesontheNoise](/creator/x/NotesontheNoise) 2025-10-15T07:53Z 1581 followers, XXX engagements


"Astera Labs' $ALAB vision that the "rack is the new server" was validated by trends like $Meta s Open Rack Wide (ORW) spec and the rising demand for CXL memory disaggregation. Their memory controllers (Leo) are needed more than ever"  
[X Link](https://x.com/NotesontheNoise/status/1978368707437941032) [@NotesontheNoise](/creator/x/NotesontheNoise) 2025-10-15T07:53Z 1581 followers, XXX engagements


"$ALAB Aries PCIe/CXL Retimers (for signal boost) remain their "gold standard". Physics dictates that retimers are necessary for high-speed signals regardless of whether the final fabric is PCIe CXL or Ethernet providing a durable revenue stream"  
[X Link](https://x.com/NotesontheNoise/status/1978368711686795673) [@NotesontheNoise](/creator/x/NotesontheNoise) 2025-10-15T07:53Z 1581 followers, XXX engagements


"I have carried out further analysis and drawn new conclusions. $ALAB $ANET $CRDO Here is the update 👇"  
[X Link](https://x.com/NotesontheNoise/status/1978369075483922807) [@NotesontheNoise](/creator/x/NotesontheNoise) 2025-10-15T07:55Z 1581 followers, XXX engagements


"Then came #ESUN (Ethernet for Scale-Up Networking) with a killer counter-move: Why build a new system from zero when you can just upgrade the one the entire world already runs on ESUN's plan is to make trusty universal Ethernet the king of AI"  
[X Link](https://x.com/NotesontheNoise/status/1978378576194937062) [@NotesontheNoise](/creator/x/NotesontheNoise) 2025-10-15T08:33Z 1580 followers, XXX engagements


"And best of all $NVDA itself is one of its founding members. Along with $ANET $AMD $AVGO $META $ORCL and others"  
[X Link](https://x.com/NotesontheNoise/status/1978378578468163997) [@NotesontheNoise](/creator/x/NotesontheNoise) 2025-10-15T08:33Z 1581 followers, XXX engagements


"You can find more analysis on how this impacts networking companies $ALAB $ANET and $CRDO here 👇"  
[X Link](https://x.com/NotesontheNoise/status/1978378595123818628) [@NotesontheNoise](/creator/x/NotesontheNoise) 2025-10-15T08:33Z 1581 followers, XXX engagements


"Must read developments for investors in $ALAB $CRDO and $ANET (and $NVDA and $AMD too) I explain what it means👇"  
[X Link](https://x.com/NotesontheNoise/status/1978423860417712252) [@NotesontheNoise](/creator/x/NotesontheNoise) 2025-10-15T11:33Z 1581 followers, XXX engagements


"At the heart of $ALAB 's future growth story is UALinkan open standard purpose-built to be a superior alternative to $NVDA 's NVLink for connecting GPUs inside the rack (scale-up). Astera has positioned this as a potential multi-billion dollar opportunity"  
[X Link](https://x.com/NotesontheNoise/status/1978540367352844508) [@NotesontheNoise](/creator/x/NotesontheNoise) 2025-10-15T19:15Z 1585 followers, XXX engagements


"$ALAB 's flagship product for this strategy is the Scorpio Smart Fabric Switch. It's specifically architected for UALink to create the high-performance low-latency GPU clusters. This product line was a key growth product accounting for XX% of revenue"  
[X Link](https://x.com/NotesontheNoise/status/1978540369953337789) [@NotesontheNoise](/creator/x/NotesontheNoise) 2025-10-15T19:15Z 1585 followers, XXX engagements


"ESUN has blown this apart by bringing in a new Ethernet standard backed by the industries biggest players like $AMD $AVGO $ANET $MSFT $ORCL. This likely brings an end to UALink's chances of disrupting $NVDA 's NVLink. More here👇"  
[X Link](https://x.com/NotesontheNoise/status/1978540373300445435) [@NotesontheNoise](/creator/x/NotesontheNoise) 2025-10-15T19:15Z 1583 followers, XXX engagements


"I like the risk/reward for $ALAB here. A lot of news ( $AMD 🤝 $ORCL ESUN $NVDA ) smacked it down to key support which its holding (so far). News is overblown in my view. Heres why👇"  
[X Link](https://x.com/NotesontheNoise/status/1978626811668910340) [@NotesontheNoise](/creator/x/NotesontheNoise) 2025-10-16T00:59Z 1581 followers, XXX engagements


"The future of AI networking has been decided. If you own any of $ALAB $CRDO $ANET $AVGO $AMD $NVDA you'll want to read this 👇"  
[X Link](https://x.com/NotesontheNoise/status/1978662683705741362) [@NotesontheNoise](/creator/x/NotesontheNoise) 2025-10-16T03:22Z 1587 followers, XXX engagements


"$CRDO seems to come out of OCP the best Though the market seems to have digested the $ALAB $ANET news and realised it not that bearish"  
[X Link](https://x.com/NotesontheNoise/status/1978921417459610075) [@NotesontheNoise](/creator/x/NotesontheNoise) 2025-10-16T20:30Z 1587 followers, XXX engagements


"Green days for $ANET $ALAB and $CRDO Market may finally be realising OCP wasnt actually bad for these companies Beats incoming this earnings season 🔒"  
[X Link](https://x.com/NotesontheNoise/status/1978934735159079074) [@NotesontheNoise](/creator/x/NotesontheNoise) 2025-10-16T21:23Z 1588 followers, XXX engagements


"$VIX at XX overnight. When VIX is over XX you take note and watch out - things will be choppy (or worse) until it dies down. Plan accordingly"  
[X Link](https://x.com/NotesontheNoise/status/1979106948277559589) [@NotesontheNoise](/creator/x/NotesontheNoise) 2025-10-17T08:47Z 1587 followers, XXX engagements


"No one: #Gold bugs: "Nooo stocks are a bubble things can't go up in a straight line. $NVDA $ORCL $AMD $MSFT $NBIS $CRWV are just circular financing AI is worthless." Also gold bugs:"  
[X Link](https://x.com/NotesontheNoise/status/1977711667690487810) [@NotesontheNoise](/creator/x/NotesontheNoise) 2025-10-13T12:23Z 1590 followers, 2795 engagements


"The recent ESUN announcement (including heavyweights $NVDA $AVGO $AMD $ANET) created a direct challenger to Astera Labs' $ALAB core growth strategy. This is a tectonic shift in the AI fabric wars. Let's break down what this means for Astera 🧵👇"  
[X Link](https://x.com/NotesontheNoise/status/1978540365180174824) [@NotesontheNoise](/creator/x/NotesontheNoise) 2025-10-15T19:15Z 1590 followers, 1697 engagements


"Biiiiig reversal day for #gold tech stocks $QQQ and #bitcoin. $VIX slammed back to low 20s High beta basket like $NBIS $OSCR $CRWV still struggling We are close"  
[X Link](https://x.com/NotesontheNoise/status/1979254776014737838) [@NotesontheNoise](/creator/x/NotesontheNoise) 2025-10-17T18:34Z 1590 followers, XXX engagements


"I asked @GeminiApp to calculate the value of ASX/NZ listed Infratil $IFT using $NBIS and $CRWV as a benchmark Infratil owns about half of CDC (AI data centres). Implied value: $38-$47 Current price $XX. Now to verify the output 🙃"  
[X Link](https://x.com/NotesontheNoise/status/1973894477665480898) [@NotesontheNoise](/creator/x/NotesontheNoise) 2025-10-02T23:34Z 1591 followers, XXX engagements


"This summarises the big shift that occurred at OCP Impacts $NVDA $AMD $ANET $ALAB $AVGO"  
[X Link](https://x.com/NotesontheNoise/status/1978925220216844693) [@NotesontheNoise](/creator/x/NotesontheNoise) 2025-10-16T20:45Z 1591 followers, XXX engagements


"We are close this #memecoin wont keep this momentum $gld #gold"  
[X Link](https://x.com/NotesontheNoise/status/1979000544250232932) [@NotesontheNoise](/creator/x/NotesontheNoise) 2025-10-17T01:44Z 1591 followers, XXX engagements


"If this was a true financial crisis the market would be flocking to cash. This is speculation on #gold based on (insert any reason here). This is not a liquidity crisis. Its financial speculation. Risk assets will takeover and outperform very soon"  
[X Link](https://x.com/NotesontheNoise/status/1979002534904652183) [@NotesontheNoise](/creator/x/NotesontheNoise) 2025-10-17T01:52Z 1591 followers, XXX engagements


"@KBSTL8 I see it slightly differently: Gold consolidates in a range say 3800-4200 for the foreseeable future. Bitcoin/crypto/tech etc goes on a run (without significant dip first). Money printer is being front run but liquidity conditions are already easing"  
[X Link](https://x.com/NotesontheNoise/status/1979013729913082069) [@NotesontheNoise](/creator/x/NotesontheNoise) 2025-10-17T02:36Z 1591 followers, XX engagements


"Ive never seen anything like this since I first started trading with Jesse Livermore in the 1900s"  
[X Link](https://x.com/NotesontheNoise/status/1979017209595719773) [@NotesontheNoise](/creator/x/NotesontheNoise) 2025-10-17T02:50Z 1591 followers, XXX engagements


"#gold bugs pointing at your AI stock chart saying its a speculative mania $NBIS $AMD $IREN"  
[X Link](https://x.com/NotesontheNoise/status/1979017967678431515) [@NotesontheNoise](/creator/x/NotesontheNoise) 2025-10-17T02:53Z 1591 followers, XXX engagements


"Maybe today was the day for #gold Watch #bitcoin and other crypto over the weekend. Markets have a way of trapping people at inflection points"  
[X Link](https://x.com/NotesontheNoise/status/1979275903944507487) [@NotesontheNoise](/creator/x/NotesontheNoise) 2025-10-17T19:58Z 1590 followers, XXX engagements