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# ![@RobertCParker Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::28148762.png) @RobertCParker Ethan Caldwell

Ethan Caldwell posts on X about servicenow, over the, open ai, rates 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::28148762/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::28148762/c:line/m:interactions.svg)

- X Week XXXXX +1,822%

### Mentions: XX [#](/creator/twitter::28148762/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::28148762/c:line/m:posts_active.svg)


### Followers: XXXXX [#](/creator/twitter::28148762/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::28148762/c:line/m:followers.svg)

- X Months XXXXX +1%
- X Year XXXXX +1.30%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::28148762/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::28148762/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::28148762/influence)
---

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

**Social topic influence**
[servicenow](/topic/servicenow) #111, [over the](/topic/over-the) 5.37%, [open ai](/topic/open-ai) 4.7%, [rates](/topic/rates) #1654, [investment](/topic/investment) 3.36%, [has been](/topic/has-been) 3.36%, [stocks](/topic/stocks) 3.36%, [china](/topic/china) 3.36%, [asml](/topic/asml) #221, [momentum](/topic/momentum) XXXX%

**Top assets mentioned**
[ServiceNow Inc (NOW)](/topic/servicenow) [Oracle Corporation (ORCL)](/topic/$orcl) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Taiwan Semiconductor (TSM)](/topic/taiwan-semiconductor) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Applied Materials, Inc. (AMAT)](/topic/$amat) [Lam Research Corporation (LRCX)](/topic/$lrcx) [Altria Group Inc (MO)](/topic/$mo) [Cisco Systems Inc (CSCO)](/topic/$csco) [ON Semiconductor, Corp. (ON)](/topic/$on) [Microsoft Corp. (MSFT)](/topic/microsoft) [Bank of Nova Scotia (BNS)](/topic/bank-of-nova-scotia) [Medtronic PLC (MDT)](/topic/medtronic) [Rithm Capital Corp. (RITM)](/topic/$ritm) [Meta Platforms, Inc. (META)](/topic/meta-platforms) [Bloom Energy Corporation (BE)](/topic/$be) [Advanced Micro Devices (AMD)](/topic/advanced-micro-devices) [CoreWeave, Inc. (CRWV)](/topic/$crwv) [Alnylam Pharmaceuticals, Inc. (ALNY)](/topic/alnylam-pharmaceuticals-inc) [Pfizer, Inc. (PFE)](/topic/$pfe)
### Top Social Posts [#](/creator/twitter::28148762/posts)
---
Top posts by engagements in the last XX hours

"Its very understandable because this is a very capital intensive layer. TSM buys its tools from a variety of equipment suppliers like ASML Holding (ASML) Applied Materials (AMAT) Lam Research Corporation (LRCX) KLA Corporation (KLAC) and many others"  
[X Link](https://x.com/RobertCParker/status/1979525352633278512) [@RobertCParker](/creator/x/RobertCParker) 2025-10-18T12:29Z 4159 followers, XX engagements


"Given the majority of my savings plans feature companies that pay dividends in January such as W. P. Carey Altria (MO) Cisco Systems (CSCO) JPMorgan Toronto-Dominion Bank"  
[X Link](https://x.com/RobertCParker/status/1976331398832439297) [@RobertCParker](/creator/x/RobertCParker) 2025-10-09T16:58Z 4133 followers, XX engagements


"An investment in the VanEck Fallen Angel High Yield Bond ETF (the Fund) may be subject to risks which includes among others high yield securities foreign securities foreign currency credit interest rate restricted securities market operational call energy sector"  
[X Link](https://x.com/RobertCParker/status/1978100348230287597) [@RobertCParker](/creator/x/RobertCParker) 2025-10-14T14:07Z 4133 followers, XX engagements


"For example we are beginning to see SOFR trade above the Fed Funds rate which suggests tightening liquidity conditions. Indeed this has also translated into increasing credit spreads and high-yield bond yields which have been coming down for the last month"  
[X Link](https://x.com/RobertCParker/status/1978792711399338052) [@RobertCParker](/creator/x/RobertCParker) 2025-10-16T11:58Z 4132 followers, XXX engagements


"We can see that the three-month ROC has been steadily declining. While the rate cuts may appear accommodative they are being offset by Treasury issuance and a shrinking liquidity base"  
[X Link](https://x.com/RobertCParker/status/1978792979197276387) [@RobertCParker](/creator/x/RobertCParker) 2025-10-16T11:59Z 4126 followers, XX engagements


"The last CPI report came in at an annualized rate of XXX% significantly above the Federal Reserve's official target of 2%. It is committed to continued interest rate cuts nevertheless which signals that the long-held X% target is being abandoned"  
[X Link](https://x.com/RobertCParker/status/1978796031362941319) [@RobertCParker](/creator/x/RobertCParker) 2025-10-16T12:11Z 4132 followers, XX engagements


"Chinas new export restrictions which require a license to sell any product with even a trace of Chinese rare earths take aim directly at ASML the Dutch company with a monopoly on semiconductor manufacturing equipment critical to AI chip production"  
[X Link](https://x.com/RobertCParker/status/1978800052291141814) [@RobertCParker](/creator/x/RobertCParker) 2025-10-16T12:27Z 4133 followers, XX engagements


"If Nvidia is throttled everyone downstream OpenAI (OPENAI) Oracle (ORCL) Alphabet (GOOG) Meta (META) Microsoft (MSFT) Amazon (AMZN) etc. - will see delays - or worse - too. The longer the delay the more the market will have to recalibrate"  
[X Link](https://x.com/RobertCParker/status/1978800644019401030) [@RobertCParker](/creator/x/RobertCParker) 2025-10-16T12:30Z 4130 followers, XX engagements


"But what it does mean is that we're not in fact doing all that well in this fund. iShares Short Duration High Yield Muni Active ETF (SHYM) gets us XXXX% (by the Seeking Alpha measure) tax-free with lower interest rate risk Nuveen Municipal High Income Opportunity Fund (NMZ) XXX% when adjusted for capital return and the same interest rate risk and Nuveen Municipal Credit Opps Fund (NMCO) XXXX% the same way. Which is where my observation - prejudice if we want to call it that - about the muni market comes from"  
[X Link](https://x.com/RobertCParker/status/1978814561714077741) [@RobertCParker](/creator/x/RobertCParker) 2025-10-16T13:25Z 4133 followers, XX engagements


"Yes I grasp why those who want safety would invest in funds specialising in high credit ratings. As with VGM. But I think that the default rate for munis is so low that there are those pennies to be picked up by going for low credit ratingor unratedmunis. This is true of long and short tenor funds and of higher or lower interest rate risk. Now I don't insist that I am correct here but I think that I am"  
[X Link](https://x.com/RobertCParker/status/1978814591292297421) [@RobertCParker](/creator/x/RobertCParker) 2025-10-16T13:25Z 4133 followers, XX engagements


"My Opinion I've nothing against the standard strategy for a bond fund. Go long tenor and high credit rating. I just think that this isn't optimal in the muni market. The risk of default is so low overall that we don't have to restrict to high ratings. But if many others do then this misprices the risk and gives us an opportunity for outperformance"  
[X Link](https://x.com/RobertCParker/status/1978814795361959988) [@RobertCParker](/creator/x/RobertCParker) 2025-10-16T13:26Z 4133 followers, XX engagements


"$LGCB 🚀 $LGCB +67% in one day Volume exploded to 38M (🔥 20x avg) momentum is ON. Holding above $XXXX could send it to $4+ soon. ⚡ Breakout traders are watching this one closely #Stocks #Trading #LGCB"  
[X Link](https://x.com/RobertCParker/status/1978818933898555592) [@RobertCParker](/creator/x/RobertCParker) 2025-10-16T13:42Z 4130 followers, XX engagements


"Bank of Nova Scotia Stryker (SYK) Medtronic (MDT) as well as ongoing investments into stocks like Rithm Capital (RITM) it surely is going to be a big month that should easily set a new all-time dividend record for the month of October"  
[X Link](https://x.com/RobertCParker/status/1976331444424409520) [@RobertCParker](/creator/x/RobertCParker) 2025-10-09T16:58Z 4137 followers, XX engagements


"Meta Platforms (META) and MSFT finished Q2 having spent $XXXXXX billion on CapEx over the trailing XX months (TTM). In Q1 2025 the combined total of these companies CapEx allocation grew XXXXX% ($27.61 billion) YoY"  
[X Link](https://x.com/RobertCParker/status/1977722086446477333) [@RobertCParker](/creator/x/RobertCParker) 2025-10-13T13:04Z 4141 followers, XX engagements


"Such valuation risks when combined with the elevated implied volatility motivate the use of covered call options. Looking for a portfolio of ideas like this one Members of Envision Early Retirement get exclusive access to our subscriber-only portfolios"  
[X Link](https://x.com/RobertCParker/status/1978115633368699389) [@RobertCParker](/creator/x/RobertCParker) 2025-10-14T15:08Z 4143 followers, XX engagements


"As our investment team meets with companies dissects recent earnings reports and reviews the global landscape they note several dynamics in various market segments that guide our positioning:"  
[X Link](https://x.com/RobertCParker/status/1978121427959054653) [@RobertCParker](/creator/x/RobertCParker) 2025-10-14T15:31Z 4142 followers, XX engagements


"There are also decent odds that even though inflating the debt away becomes unofficial policy we may fall into a deflationary trap similar to what we have seen in Japan in the past few decades where neither monetary nor fiscal policy will be able to get us out of the trap"  
[X Link](https://x.com/RobertCParker/status/1978797243940606369) [@RobertCParker](/creator/x/RobertCParker) 2025-10-16T12:16Z 4146 followers, XX engagements


"The problem for the rest of the world is that these materials have become critical to the modern economy and China controls roughly XX% of the market. We may have some cards left to play but China truly has the trump card (pun so obvious I couldnt resist)"  
[X Link](https://x.com/RobertCParker/status/1978799933571428388) [@RobertCParker](/creator/x/RobertCParker) 2025-10-16T12:27Z 4141 followers, XX engagements


"Why I'm Wrong The most obvious reason would be that I am simply wrong about muni credit ratings. Perhaps there's some event every XX years (just an example not an assertion) that justifies those lower ratings and higher coupons. This is all therefore a mirage of too short an analysis period"  
[X Link](https://x.com/RobertCParker/status/1978814648934703280) [@RobertCParker](/creator/x/RobertCParker) 2025-10-16T13:25Z 4141 followers, XX engagements


"Selective funds going either short or long tenorto tastebut unrated bonds and low rating seems to me to outperform in the muni market. So funds concentrating upon high credit ratings aren't for me"  
[X Link](https://x.com/RobertCParker/status/1978814840652091721) [@RobertCParker](/creator/x/RobertCParker) 2025-10-16T13:26Z 4141 followers, XX engagements


"$NVDA 🔥 $NVDA (NVIDIA Corporation) is bouncing back strong The stock gained +1.4% today to $XXX stabilizing after heavy selling with buyers stepping in at key support. 💡 After a sharp pullback NVDA is showing signs of reversal. If price holds above $XXX momentum could push toward $200+ in the near term. 🚀 AIs #1 powerhouse a momentum play backed by real fundamentals"  
[X Link](https://x.com/RobertCParker/status/1978821190853533820) [@RobertCParker](/creator/x/RobertCParker) 2025-10-16T13:51Z 4141 followers, XXX engagements


"$BE 🔥 $BE (Bloom Energy) is charging higher The stock climbed +1.3% today to $XXX building on weeks of strong momentum. 💡 With AI data centers driving massive power demand Blooms on-site energy solutions are in the spotlight. If $BE holds above $XXX the next target could stretch toward $140+. 🚀 A clean energy momentum play riding the AI power boom"  
[X Link](https://x.com/RobertCParker/status/1978821941591982097) [@RobertCParker](/creator/x/RobertCParker) 2025-10-16T13:54Z 4142 followers, XXX engagements


"ServiceNow Inc. (NYSE:NOW) is an American software company. Now specializes in cloud-based solutions allowing companies to optimize digitize and automate workflows"  
[X Link](https://x.com/RobertCParker/status/1979138932676661753) [@RobertCParker](/creator/x/RobertCParker) 2025-10-17T10:54Z 4141 followers, XX engagements


"On the upside ServiceNow appears to be a low-leverage business with total obligations of $XXXX billion. This highlights financial flexibility for management to use debt instruments if needed"  
[X Link](https://x.com/RobertCParker/status/1979140945321869346) [@RobertCParker](/creator/x/RobertCParker) 2025-10-17T11:02Z 4145 followers, XX engagements


"The company has $XXXX billion in cash that could be used to pay the debt with ease"  
[X Link](https://x.com/RobertCParker/status/1979141005220667889) [@RobertCParker](/creator/x/RobertCParker) 2025-10-17T11:02Z 4145 followers, XX engagements


"This appears to be a tailwind for the bottom-line growth as long as the Fed maintains an elevated interest rate policy"  
[X Link](https://x.com/RobertCParker/status/1979141093368144044) [@RobertCParker](/creator/x/RobertCParker) 2025-10-17T11:03Z 4146 followers, XX engagements


"ServiceNow operates in the enterprise software market. It has been valued at roughly $XXX billion in 2024 and is expected to nearly double in size over the next X years to $XXX billion by 2030"  
[X Link](https://x.com/RobertCParker/status/1979141141451690361) [@RobertCParker](/creator/x/RobertCParker) 2025-10-17T11:03Z 4146 followers, XX engagements


"ServiceNow appears to be a high-quality business that has a sticky customer base. The company operates at high margins which makes the business highly profitable"  
[X Link](https://x.com/RobertCParker/status/1979141989229547889) [@RobertCParker](/creator/x/RobertCParker) 2025-10-17T11:06Z 4145 followers, XX engagements


"and Salesforce. AI-driven automation and workflow optimizations will remain a priority for thousands of businesses as they could efficiently use corporate resources"  
[X Link](https://x.com/RobertCParker/status/1979142686784295349) [@RobertCParker](/creator/x/RobertCParker) 2025-10-17T11:09Z 4146 followers, XX engagements


"A sentiment around ServiceNow is positive and that has been a significant tailwind driving the stock price higher"  
[X Link](https://x.com/RobertCParker/status/1979142762323644486) [@RobertCParker](/creator/x/RobertCParker) 2025-10-17T11:09Z 4146 followers, XX engagements


"The key takeaway to me remains the immense strength of the AI trend. Even the incredible chaos introduced by the White Houses trade policy doesnt seem able to derail it"  
[X Link](https://x.com/RobertCParker/status/1979525119434232155) [@RobertCParker](/creator/x/RobertCParker) 2025-10-18T12:29Z 4148 followers, XX engagements


"Of course this is very difficult as Canopy Growth Corporation (CGC) and SNDL Inc. (SNDL) have had to set up subsidiaries to hold their American cannabis companies as investments things could change"  
[X Link](https://x.com/RobertCParker/status/1976337120479592560) [@RobertCParker](/creator/x/RobertCParker) 2025-10-09T17:21Z 4154 followers, XX engagements


"The US government now holds a stake in MP as well as Trilogy Metals and Lithium Americas. Another company USA Rare Earth is supposedly in discussions with the White House about an investment. The DoD has contracted to buy all of the magnets produced by MP over the next XX years so supply for non-military uses will have to come from somewhere else. So yes Xis rare earth card is valuable and while its life may be limited it is still measured in years if not decades"  
[X Link](https://x.com/RobertCParker/status/1978799836175458502) [@RobertCParker](/creator/x/RobertCParker) 2025-10-16T12:26Z 4156 followers, XXX engagements


"Nvidia (NVDA) the biggest weight in the Mag X and the index (8.2%) is dependent on ASML (ASML) for equipment and ASML will at a minimum face delays in securing the needed supply of rare earth minerals"  
[X Link](https://x.com/RobertCParker/status/1978800604811030998) [@RobertCParker](/creator/x/RobertCParker) 2025-10-16T12:30Z 4155 followers, XX engagements


"That means that enterprises will request fewer AI cloud services which means that Big Tech companies will request fewer GPUs from Nvidia Advanced Micro Devices (AMD) and others"  
[X Link](https://x.com/RobertCParker/status/1978803382220444136) [@RobertCParker](/creator/x/RobertCParker) 2025-10-16T12:41Z 4151 followers, XX engagements


"I rate ServiceNow as a hold with a $1000 price target over the next year. This would imply a X% upside possibility"  
[X Link](https://x.com/RobertCParker/status/1979139359942001092) [@RobertCParker](/creator/x/RobertCParker) 2025-10-17T10:56Z 4155 followers, XX engagements


"ServiceNow has also maintained the renewal rate of XX% over the past year indicating high-quality services offered and a sticky customer base fueling the bullish narrative for the software company"  
[X Link](https://x.com/RobertCParker/status/1979140077197390139) [@RobertCParker](/creator/x/RobertCParker) 2025-10-17T10:58Z 4155 followers, XX engagements


"ServiceNow anticipates about $XXXX billion in revenue which would imply a XX% increase on a year-over-year basis. For FY2025 management aims for $XXXXXX billion in revenue at the midpoint up by XX% on an annual basis"  
[X Link](https://x.com/RobertCParker/status/1979140217371074755) [@RobertCParker](/creator/x/RobertCParker) 2025-10-17T10:59Z 4155 followers, XX engagements


"Regardless ServiceNow remains a robust business with a sticky customer base and a high-demand product. Its top and bottom line growth remains intact"  
[X Link](https://x.com/RobertCParker/status/1979140348090749214) [@RobertCParker](/creator/x/RobertCParker) 2025-10-17T11:00Z 4155 followers, XX engagements


"ServiceNow Appears To Be Expensive And That May Weigh On The Stock Price In The Near-Term"  
[X Link](https://x.com/RobertCParker/status/1979140411823104495) [@RobertCParker](/creator/x/RobertCParker) 2025-10-17T11:00Z 4155 followers, XX engagements


"This indicates a XXXXX% CAGR. Considering the current demand for AI-tailored solutions the ServiceNow platform may remain favorable in the years ahead"  
[X Link](https://x.com/RobertCParker/status/1979141217112699143) [@RobertCParker](/creator/x/RobertCParker) 2025-10-17T11:03Z 4156 followers, XX engagements


"ServiceNow operates at above-market margins which makes it a compelling opportunity to consider"  
[X Link](https://x.com/RobertCParker/status/1979141656235438138) [@RobertCParker](/creator/x/RobertCParker) 2025-10-17T11:05Z 4155 followers, XX engagements


"This would represent strong bottom-line growth at a double-digit pace. Considering a dominant stance in the industry and excellent execution by management I think ServiceNow appears to be well-positioned to drive the AI-related wave and achieve the results"  
[X Link](https://x.com/RobertCParker/status/1979142168183726317) [@RobertCParker](/creator/x/RobertCParker) 2025-10-17T11:07Z 4155 followers, XX engagements


"Main Risks And Concerns There are risks and concerns tied to ServiceNow which could dramatically impact the stock price in the near term"  
[X Link](https://x.com/RobertCParker/status/1979142429484695799) [@RobertCParker](/creator/x/RobertCParker) 2025-10-17T11:08Z 4155 followers, XX engagements


"I believe ServiceNow may appear to be an interesting opportunity for long-term investors who favor AI names and significant margins"  
[X Link](https://x.com/RobertCParker/status/1979143106197864655) [@RobertCParker](/creator/x/RobertCParker) 2025-10-17T11:11Z 4155 followers, XX engagements


"Historically the stock price performance correlated with EPS growth and I think the trend is likely to continue. However at the current earnings multiple I believe it could be challenging for ServiceNow to outperform the benchmark"  
[X Link](https://x.com/RobertCParker/status/1979143277136764984) [@RobertCParker](/creator/x/RobertCParker) 2025-10-17T11:11Z 4155 followers, XX engagements


"This is why I rate ServiceNow a hold with a $1000 price target over the next XX months. This underscores XX% upside which may represent market-like performance"  
[X Link](https://x.com/RobertCParker/status/1979143427867443687) [@RobertCParker](/creator/x/RobertCParker) 2025-10-17T11:12Z 4155 followers, XX engagements


"This sort of lines up with what Alphabet (GOOG) (GOOGL) has been saying on its earnings calls. Heres a chart by Stephen Smith:"  
[X Link](https://x.com/RobertCParker/status/1979526383182205176) [@RobertCParker](/creator/x/RobertCParker) 2025-10-18T12:34Z 4155 followers, XX engagements


"At first capturing customers was the priority but at scale efficiency is starting to become very important. If anything to demonstrate to investors or capital markets the long-term margins will be really attractive"  
[X Link](https://x.com/RobertCParker/status/1979527420609720406) [@RobertCParker](/creator/x/RobertCParker) 2025-10-18T12:38Z 4155 followers, XX engagements


"TSM can mitigate the investment risk thats offloaded to them by demanding long-term offtake contracts from companies. That shifts the risk to Broadcom (AVGO) AMD and Nvidia"  
[X Link](https://x.com/RobertCParker/status/1979527592542707789) [@RobertCParker](/creator/x/RobertCParker) 2025-10-18T12:38Z 4155 followers, XX engagements


"Capital markets closing transformer models plateauing or whatever could temporarily slow growth down. They're showing they don't think this uptick in compute demand is a fad and they don't want the growth to get impaired"  
[X Link](https://x.com/RobertCParker/status/1979527700881494327) [@RobertCParker](/creator/x/RobertCParker) 2025-10-18T12:39Z 4151 followers, XX engagements


"Sure there are risks. There is a lot of tension between the U.S. and China. Sometimes it is argued China may want to invade Taiwan"  
[X Link](https://x.com/RobertCParker/status/1979528261706117319) [@RobertCParker](/creator/x/RobertCParker) 2025-10-18T12:41Z 4154 followers, XXX engagements


"Another more pedestrian risk is capital markets close-up. Model companies would be challenged to sustain their growth rates"  
[X Link](https://x.com/RobertCParker/status/1979528357806211194) [@RobertCParker](/creator/x/RobertCParker) 2025-10-18T12:41Z 4151 followers, XX engagements


"I personally find it surprising that I haven't initiated coverage on Applied Digital Corporation (NASDAQ:APLD) thus far. The company has become a big name in the world of data centers and as you can see below the stock has seen a meteoric rise in the past few months"  
[X Link](https://x.com/RobertCParker/status/1979585559384530977) [@RobertCParker](/creator/x/RobertCParker) 2025-10-18T16:29Z 4152 followers, XX engagements


"In the below analysis it is shown that demand is solid. Revenue growth accelerated and more importantly Polaris Forge X is now fully leased out. With Polaris Forge X breaking ground the company is set for $X billion in NOI by 2030"  
[X Link](https://x.com/RobertCParker/status/1979585758844293417) [@RobertCParker](/creator/x/RobertCParker) 2025-10-18T16:29Z 4153 followers, XX engagements


"As another sign of solid demand the Polaris Forge X campus is now fully leased. In their business highlights for Q1 Applied Digital said that they finalized a new lease with CoreWeave (CRWV) for another 150MW. At this point over the next XX years"  
[X Link](https://x.com/RobertCParker/status/1979587584872644928) [@RobertCParker](/creator/x/RobertCParker) 2025-10-18T16:37Z 4151 followers, XX engagements


"They have a $X billion preferred equity facility with Macquarie Asset Management and in Q1 Applied Digital used $XXXXX million to fund Polaris Forge 1"  
[X Link](https://x.com/RobertCParker/status/1979588988118933541) [@RobertCParker](/creator/x/RobertCParker) 2025-10-18T16:42Z 4151 followers, XX engagements


"With such an extensive business mix it is no surprise that BABA maintained almost XX% revenue CAGR over the last decade. Profitability growth was behind revenue growth but it was not due to the business model but because of the company's aggressive investments in future growth"  
[X Link](https://x.com/RobertCParker/status/1979902654399549828) [@RobertCParker](/creator/x/RobertCParker) 2025-10-19T13:29Z 4156 followers, XX engagements


"And when we look at the company's historical revenue growth we see that aggressive innovation pays back. Moreover a $XX billion net cash position makes BABA firmly positioned to maintain this pace of innovation"  
[X Link](https://x.com/RobertCParker/status/1979902775174496540) [@RobertCParker](/creator/x/RobertCParker) 2025-10-19T13:29Z 4159 followers, XX engagements


"With having the strongest market positioning in cloud Alibaba is well prepared to absorb a significant portion of the expected rapid growth of the AI market in China"  
[X Link](https://x.com/RobertCParker/status/1979903052929790007) [@RobertCParker](/creator/x/RobertCParker) 2025-10-19T13:30Z 4155 followers, XX engagements


"These arent gimmicks eitherthese help make the app stickier. And because more people then use Amap it feeds more data to Alibaba and gives it more ways to monetize such as via ads merchant services and local partnerships"  
[X Link](https://x.com/RobertCParker/status/1979905118024724701) [@RobertCParker](/creator/x/RobertCParker) 2025-10-19T13:38Z 4155 followers, XX engagements


"(MRK) Novo Nordisk A/S (NVO) Pfizer Inc. (PFE) Roche Holding AG (OTCQX:RHHBY) and Takeda Pharmaceutical Company Limited (TAK) as well as large and small biotechnology companies such as Aligos Therapeutics Inc. (ALGS) Alnylam Pharmaceuticals Inc"  
[X Link](https://x.com/RobertCParker/status/1976341509923537227) [@RobertCParker](/creator/x/RobertCParker) 2025-10-09T17:38Z 4150 followers, XX engagements


"reported solid second-quarter results despite low consumer spending in Brazil. However sluggish consumption trends in Brazil continued to weigh on the stock driving the share price down -14%. Piraeus Financial Holdings (OTCPK:BPIRF)(OTCPK:BPIRY)"  
[X Link](https://x.com/RobertCParker/status/1978126626568167643) [@RobertCParker](/creator/x/RobertCParker) 2025-10-14T15:51Z 4150 followers, XX engagements


"The last time I wrote about Taiwan Semiconductor Manufacturing Company (NYSE:TSM)(OTC:TSMWF) was in April 2025 when I reluctantly called it a buy amidst the tariff chaos which didnt seem to daunt its customers at all (emphasis mine):"  
[X Link](https://x.com/RobertCParker/status/1979525029323768272) [@RobertCParker](/creator/x/RobertCParker) 2025-10-18T12:28Z 4150 followers, XX engagements


"The economy cools demand normalizes or a software design innovation decreases the demand for compute. The new multi-billion dollar factory finally comes online"  
[X Link](https://x.com/RobertCParker/status/1979525562881253553) [@RobertCParker](/creator/x/RobertCParker) 2025-10-18T12:30Z 4150 followers, XX engagements


"This is a typical pattern for businesses without competitive advantages in capital-intensive cyclical industries. The semiconductor industry is rife with examples of companies that failed exactly because of this dynamic"  
[X Link](https://x.com/RobertCParker/status/1979525626173255683) [@RobertCParker](/creator/x/RobertCParker) 2025-10-18T12:31Z 4150 followers, XX engagements


"Fears over AI bubble bursting grow in Silicon Valley. Stocks may be in an AI bubble. Is it time to hoard cash "Absolutely a market bubble: Wall Street sounds the alarm on AIdriven boom""  
[X Link](https://x.com/RobertCParker/status/1979525891555266751) [@RobertCParker](/creator/x/RobertCParker) 2025-10-18T12:32Z 4150 followers, XX engagements


"In my opinion these pieces are mostly ill-informed. I think you can make a credible argument though I wouldnt necessarily agree for Nvidia (NVDA) being overvalued or OpenAI (OPENAI) or Anthropic or whatever"  
[X Link](https://x.com/RobertCParker/status/1979525988275925368) [@RobertCParker](/creator/x/RobertCParker) 2025-10-18T12:32Z 4148 followers, XX engagements


"More than that I think if we are talking about the tokens the number of tokens increase it's exponential. I believe that almost every three months it will be exponentially increased. That's why we are still very comfortable that the demand on leading-edge semiconductors is real"  
[X Link](https://x.com/RobertCParker/status/1979526262193360936) [@RobertCParker](/creator/x/RobertCParker) 2025-10-18T12:33Z 4150 followers, XX engagements


"OpenAI is definitely growing fast as well with the recent Sora2 release and given its revenue growth rate (especially in light of token generation declining in price by 10x per year):"  
[X Link](https://x.com/RobertCParker/status/1979526493769175400) [@RobertCParker](/creator/x/RobertCParker) 2025-10-18T12:34Z 4150 followers, XX engagements


"The growth rates of all these companies are remarkable. It is one reason why Im not as skeptical about the OpenAI commitments to purchase compute as is common these days"  
[X Link](https://x.com/RobertCParker/status/1979526533308895257) [@RobertCParker](/creator/x/RobertCParker) 2025-10-18T12:34Z 4150 followers, XX engagements


"Okay. Okay Bruce. You are right. You are right. The tokens and the number of tokens that increase exponentially is much much higher than TSMC's CAGR as we forecasted"  
[X Link](https://x.com/RobertCParker/status/1979526776079384934) [@RobertCParker](/creator/x/RobertCParker) 2025-10-18T12:35Z 4150 followers, XX engagements


"OpenAI may have to IPO near the end of 2026 or 2027 (and demonstrate a credible path to future attractive economics) if it wants to keep up with Alphabet"  
[X Link](https://x.com/RobertCParker/status/1979527464733774125) [@RobertCParker](/creator/x/RobertCParker) 2025-10-18T12:38Z 4152 followers, XX engagements


"It is more challenging for them to recycle this risk. Alphabet is a great customer to Broadcom but obviously with OpenAI or Anthropic notwithstanding growth rates there is a chance theyre not good for the money"  
[X Link](https://x.com/RobertCParker/status/1979527629234491552) [@RobertCParker](/creator/x/RobertCParker) 2025-10-18T12:38Z 4150 followers, XX engagements


"The OpenAI/AMD deal is a specific case that Ive discussed in: Why A Bad Deal Makes AMD A Strong Buy. In most cases I view this as Oracle (ORCL) or Nvidia signaling to TSM and others in the supply chain they are buying into this growth"  
[X Link](https://x.com/RobertCParker/status/1979527670460301539) [@RobertCParker](/creator/x/RobertCParker) 2025-10-18T12:39Z 4148 followers, XX engagements


"That would be bad. You could consider mitigating this by buying deep out-of-the-money puts. The geographic diversification efforts (under pressure from the U.S.) also help"  
[X Link](https://x.com/RobertCParker/status/1979528298750161304) [@RobertCParker](/creator/x/RobertCParker) 2025-10-18T12:41Z 4150 followers, XX engagements


"building X is very near completion and they already initiated their tenant fit-out for CoreWeave. Construction has reportedly begun on their building X that will be completed before the middle of next year"  
[X Link](https://x.com/RobertCParker/status/1979587702455447850) [@RobertCParker](/creator/x/RobertCParker) 2025-10-18T16:37Z 4150 followers, XX engagements


"Good morning traders ☀📈 Wall Street starts the week with mixed signals banks under pressure but tech & AI names still leading momentum. Discipline beats noise: focus on setups not headlines. Which sector do you think will take the lead this week ⚡💹 #Stocks #Trading #NASDAQ #Investing"  
[X Link](https://x.com/RobertCParker/status/1979897570861187205) [@RobertCParker](/creator/x/RobertCParker) 2025-10-19T13:09Z 4152 followers, X engagements


"I think this might be the main reason behind Alibaba's extremely conservative forward P/E ratio trajectory. In addition a couple of years ago there were rumors that Chinese companies might be delisted from America's stock exchanges"  
[X Link](https://x.com/RobertCParker/status/1979907494466990313) [@RobertCParker](/creator/x/RobertCParker) 2025-10-19T13:48Z 4150 followers, XX engagements