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# ![@SanCompounding Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1000030068452876288.png) @SanCompounding Sandeep Anand

Sandeep Anand posts on X about open ai, mega, $crwv, stocks the most. They currently have XXXXX followers and 1214 posts still getting attention that total XXX engagements in the last XX hours.

### Engagements: XXX [#](/creator/twitter::1000030068452876288/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1000030068452876288/c:line/m:interactions.svg)

- X Week XXXXXX -XXXX%
- X Month XXXXXX +87%
- X Months XXXXXXX +17%
- X Year XXXXXXX -XX%

### Mentions: XX [#](/creator/twitter::1000030068452876288/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1000030068452876288/c:line/m:posts_active.svg)

- X Week XX -XX%
- X Month XXX +53%
- X Months XXX +23%
- X Year XXX +32%

### Followers: XXXXX [#](/creator/twitter::1000030068452876288/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1000030068452876288/c:line/m:followers.svg)

- X Week XXXXX +2%
- X Month XXXXX +4.70%
- X Months XXXXX +21%
- X Year XXXXX +35%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::1000030068452876288/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1000030068452876288/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1000030068452876288/influence)
---

**Social category influence**
[stocks](/list/stocks)  [technology brands](/list/technology-brands)  [finance](/list/finance)  [cryptocurrencies](/list/cryptocurrencies)  [exchanges](/list/exchanges)  [automotive brands](/list/automotive-brands)  [fashion brands](/list/fashion-brands)  [currencies](/list/currencies)  [countries](/list/countries) 

**Social topic influence**
[open ai](/topic/open-ai), [mega](/topic/mega), [$crwv](/topic/$crwv) #192, [stocks](/topic/stocks), [$avgo](/topic/$avgo), [microsoft](/topic/microsoft), [$nvda](/topic/$nvda) #2814, [$crdo](/topic/$crdo) #87, [$500b](/topic/$500b), [jan](/topic/jan)

**Top accounts mentioned or mentioned by**
[@ftrinvestors](/creator/undefined) [@jonahlupton](/creator/undefined) [@stocksavvyshay](/creator/undefined) [@xai](/creator/undefined) [@kyleadamsstocks](/creator/undefined) [@openai](/creator/undefined) [@thexcapitalist](/creator/undefined) [@ivanaspear](/creator/undefined) [@investianalyst](/creator/undefined) [@cheshir3cap](/creator/undefined) [@toffcap](/creator/undefined) [@briantycangco](/creator/undefined) [@qualitystocksa](/creator/undefined) [@nvidia](/creator/undefined) [@realdonaldtrump](/creator/undefined) [@longequity](/creator/undefined) [@radnorcapital](/creator/undefined) [@blalpert](/creator/undefined) [@mmmtwealth](/creator/undefined) [@jdonovan42](/creator/undefined)

**Top assets mentioned**
[CoreWeave, Inc. (CRWV)](/topic/$crwv) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Microsoft Corp. (MSFT)](/topic/microsoft) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Credo Technology Group Holding Ltd Ordinary Shares (CRDO)](/topic/$crdo) [USDC (USDC)](/topic/usdc) [Shopify Inc (SHOP)](/topic/$shop) [Applovin Corporation (APP)](/topic/$app) [Applied Blockchain, Inc. Common Stock (APLD)](/topic/$apld) [IREN Limited (IREN)](/topic/$iren) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Astera Labs, Inc. Common Stock (ALAB)](/topic/$alab) [GE Vernova Inc. (GEV)](/topic/$gev) [American Superconductor Corp (AMSC)](/topic/$amsc) [Advanced Micro Devices (AMD)](/topic/$amd) [KLA Corp (KLAC)](/topic/$klac) [Vistra, Corp. (VST)](/topic/$vst) [Hundred Million (100M)](/topic/$100m) [NuCypher (NU)](/topic/$nu) [Lithium Americas Corp. Common Shares (LAC)](/topic/$lac) [DeFi Development Corp. (DFDV)](/topic/defi-development-corp) [Coinbase Global, Inc. (COIN)](/topic/coinbase) [Mastercard, Inc. (MA)](/topic/$ma) [Mario Coin (COIN)](/topic/$coin) [Merit Circle (MC)](/topic/$mc) [Circle Internet Group, Inc. (CRCL)](/topic/$crcl) [Oklo Inc. (OKLO)](/topic/$oklo) [NuScale Power Corporation (SMR)](/topic/$smr) [Cadence Design Systems Inc (CDNS)](/topic/$cdns) [TALEN ENERGY CORP  (DE) (TLN)](/topic/$tln) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Metadium (META)](/topic/$meta) [Alibaba Group (BABA)](/topic/$baba) [Taiwan Semiconductor (TSM)](/topic/$tsm)
### Top Social Posts [#](/creator/twitter::1000030068452876288/posts)
---
Top posts by engagements in the last XX hours

"🤯 2025s AI Capex Boom: The XX Biggest Deals Shaking the AI World 🚀 From mega-fundings to epic partnerships heres the top list (all in 2025) to NOTE-DOWN:: X. Microsoft/OpenAI Stargate Project: $500B AI infra plan over X yrs (launched Jan 25) X. OpenAI-Nvidia 10GW systems partnership ($100B) X. Alibaba $53B+ AI/cloud investment over X yrs X. CoreWeaves mega AI partnerships: OpenAI $22.4B Meta $14.2B Nvidia $6.3B plus ongoing multi-billion with Microsoft (total $45B+) X. Nebius-Microsoft $17.4B AI infrastructure deal (5-yr agreement) X. Scale AI $14.3B raise w/ Meta (49% stake $29B val) 7."  
[X Link](https://x.com/SanCompounding/status/1978271291602874517) [@SanCompounding](/creator/x/SanCompounding) 2025-10-15T01:26Z 3130 followers, XXX engagements


"🚀 Skeptics say the AI is a bubble Look at the numbers: X. xAI rocketed from $100M ARR to $500M in X year 5X growth. X. Anthropic Revenues Went Up 4X in last X Year from $X billion to $X billion X. OpenAI tripled from $3.7B to $12B+ X. Even Cursor doubled to $200M ARR in months. 📈What took MAG7 stocks decades to scale to $XXX Billion revenue AI makes it possible in 2-3 years 🚀 A July 2025 breakdown shows Anthropic's API revenue at $XXX billion annually with Cursor and GitHub Copilot generating $XXX billion XX% Anthropic who owns Claude AI models generates revenue primarily through its API"  
[X Link](https://x.com/SanCompounding/status/1978884368073658507) [@SanCompounding](/creator/x/SanCompounding) 2025-10-16T18:02Z 3134 followers, XXX engagements


"David Vlez co-founder and CEO of Nubank $NU in Norges Bank podcast :: - $NU has XXX Million Customers and 6K employees. - Only Cloud-Built Digital bank - AI can bring a bank and banker to pockets - AI can cut through all banking verticals Lots of insights 🎯"  
[X Link](https://x.com/SanCompounding/status/1976049163163840542) [@SanCompounding](/creator/x/SanCompounding) 2025-10-08T22:16Z 3131 followers, 1080 engagements


"Rare Earths are in demand but its tough to pick stocks. So buying an ETF is a great choice There are couple ETFs focused on rare earth stocks. X. VanEck Rare Earth and Strategic Metals ETF ( $REMX) Companies involved in mining refining and producing rare earth and strategic metals. Below is a detailed breakdown of the top XX holdings 👇 X. TSX: $LAC - Lithium Americas Corp. (8.09%) X. ASX: $LYC - Lynas Rare Earths Limited (7.63%) X. $MP - MP Materials Corp. (7.12%) X. ASX: $PLS - Pilbara Minerals Limited (6.42%) X. $ALB - Albemarle Corporation (6.38%) X. $SHA:600111 - China Northern Rare"  
[X Link](https://x.com/SanCompounding/status/1977019469550469492) [@SanCompounding](/creator/x/SanCompounding) 2025-10-11T14:32Z 3134 followers, 6621 engagements


"AI revenue is now XX% of Broadcom total revenue and AI sales soared XXX% driven by its AI XPUs and Ethernet networking chips. OpenAI 🤝 Broadcom Deal Means Gross Margins on Custom Silicon chips are low 📉 Whats XPU now The integrated system (CPU + GPU on an SoC) alone has not been able to scale with the AI demand. This demand has given rise to XPU: X = Application Domain Vision Graphic Neural Video Audio P = Processing U = Unit Broadcom ( $AVGO) CEO Hock Tan said Serviceable addressable market" for the AI chips that Broadcom plays into could be $XX billion to $XX billion in fiscal 2027 based"  
[X Link](https://x.com/SanCompounding/status/1978113407384519093) [@SanCompounding](/creator/x/SanCompounding) 2025-10-14T14:59Z 3127 followers, XXX engagements


"Next Boom in AI Demand is in Memory HBM Chips SK Hynix and Samsung have 3/4th Marketshare in HBM AI. SK Hynix Samsung and LG forms XX% of KOSPI index $KORU"  
[X Link](https://x.com/SanCompounding/status/1978552749080957432) [@SanCompounding](/creator/x/SanCompounding) 2025-10-15T20:05Z 3131 followers, XXX engagements


"Breaking :: OpenAI planning $X Trillion AI Infra. Deals signed by OpenAI just in 2025 - X. Microsoft/OpenAI Stargate Project: $500B AI infra plan over X yrs (launched Jan 25) X. OpenAI-Nvidia 10GW systems partnership ($100B) X. CoreWeaves mega AI partnerships: OpenAI $22.4B Meta $14.2B Nvidia $6.3B plus ongoing multi-billion with Microsoft (total $45B+) X. OpenAI $6.6B share sale valuing at $500B (secondary deal with SoftBank Thrive) X Largest Deals signed. Next OpenAI is planning $X $MSFT $NVDA $CRWV $ORCL $AVGO $GOOG"  
[X Link](https://x.com/SanCompounding/status/1978454527918383376) [@SanCompounding](/creator/x/SanCompounding) 2025-10-15T13:34Z 3133 followers, XXX engagements


"🚀 Blockchain is the future $DFDV stock has delivered highest return up 16X YTD Stripe just launched USDC recurring payments for AI Companies on Polygon & Base Perfect for AI & Web3 is designed to streamline payments for companies with recurring revenue models such as AI platforms and other Web3 services in the US DeFi Development $DFDV: A company that builds decentralized finance solutions such as lending platforms decentralized exchanges and other financial applications that operate without intermediaries. Polygon Blockchain: A popular and scalable blockchain designed to work with Ethereum"  
[X Link](https://x.com/SanCompounding/status/1979157868386341266) [@SanCompounding](/creator/x/SanCompounding) 2025-10-17T12:09Z 3134 followers, XXX engagements


"NOW 💥: Coinbase and Mastercard in $2B bidding war to acquire Stablecoin company - BVNK Stripe had acquired Bridge for $XXX last year BVNK competitor. Now $COIN and $MC are bidding for Stablecoin firm and London-based BVNK with deal valuations ranging from $1.5B to $2.5B. Citi backed BVNK's core technology is effectively a payments rail to facilitate transactions in stablecoins globally"  
[X Link](https://x.com/SanCompounding/status/1976625904957698425) [@SanCompounding](/creator/x/SanCompounding) 2025-10-10T12:28Z 3129 followers, XXX engagements


"🚀 AppLovins AXON went live with a game-changing Shopify integration AI-powered ads now seamless for DTC brands 👾 auto pixel setup 🛍 product catalogs 📲 smart bidding to crush ROAS $APP AXON AI 👇"  
[X Link](https://x.com/SanCompounding/status/1978302835008708918) [@SanCompounding](/creator/x/SanCompounding) 2025-10-15T03:32Z 3129 followers, XXX engagements


"$APLD up XX% 1/ 🚀 Applied Digital smashes Q1: $64.2M revenue up XX% YoY Fueling the AI boom with hyperscaler deals. 2/ 💥 Mega lease alert: 150MW deal with CoreWeave locks in $11B revenue for Polaris Forge 1fully leased & expanding to 1GW+ Whos next $crwv 3/ 🏗 Construction on fire: 100MW building done soon next 150MW underway. Broke ground on Polaris Forge X (300MW AI Factory)scaling to 1GW with hyperscaler (could be $MSFT) talks heating up 4/ 💰 Funding flood: $112.5M from Macquaries $5B facility + $50M for new campus + $200M Series G. CEO: Were the picks & shovels of AIs $350B gold rush"  
[X Link](https://x.com/SanCompounding/status/1976976232785777046) [@SanCompounding](/creator/x/SanCompounding) 2025-10-11T11:40Z 3131 followers, 1069 engagements


"NSCALE getting deals now. Neocloud space is getting commoditized that can put pressure on margins $CRWV $NBUS $IREN NSCALE and Lambda labs"  
[X Link](https://x.com/SanCompounding/status/1978237104392950044) [@SanCompounding](/creator/x/SanCompounding) 2025-10-14T23:10Z 3134 followers, XXX engagements


"Microsoft will not flag shortage of data center capacity till 2026. There will not be dark GPUs even in 2026 as Brad alluded 👇 Who needs to build these AI GPUs and Datacenters These XX AI Companies Across AI Ecosystem :: LLMs: $MSFT $GOOG $META GROK $BABA Nuclear: $GEV $SMR $OKLO Semis: $NVDA $AMD $TSM $ASML $CDNS $ARM $KLAC $ACMR ASICs: $AVGO $MRVL $META Energy/Grid: $AMSC $TLN $VST HPC connectivity: $CRDO $ALAB Data Centers: $IREN $NBIS $APLD AI Racks /HVAC: $SMCI $VRT $TGEN $DELL $TSSI Hyperscalers: $MSFT $CRWV $GOOGL $AMZN $ORCL Agentic AI: $RBRK $NOW $SNOW $CRM Cybersecurity: $PANW $NET"  
[X Link](https://x.com/SanCompounding/status/1977015526002934084) [@SanCompounding](/creator/x/SanCompounding) 2025-10-11T14:16Z 3130 followers, XXX engagements


"AI DATACENTER CONSORTIUMS ENSURE CAPITAL ADEQUACY && SCALING GW This benefits SMID companies involved I. Datacenter build-outs Neoclouds - $IREN $NBIS $CRWV Infra DC - $APLD $CIFR $TSSI HPC N/W - $ALAB $CRDO Power - $TGEN $CRK $GEV $VST HVAC - $VRT"  
[X Link](https://x.com/SanCompounding/status/1978453136617484456) [@SanCompounding](/creator/x/SanCompounding) 2025-10-15T13:29Z 3131 followers, XXX engagements


"Hyper-Growth Trend: "AI titans like @xAI @AnthropicAI @OpenAI and @CursorAI are explodingrevenues doubling in months Here's why: X. Viral User Adoption: - OpenAI's ChatGPT hits 800M weekly users; - Cursor's AI coder hooks 1M+ developers with free trials converting to $20-40/month subscriptions. X. API & Enterprise Surge: - Anthropic's Claude powers more than $1.4B from partners like Cursor/GitHub; - OpenAI's APIs drive 1/3 of revenue via business tools; X. Model Innovation Flywheel: - xAI's Grok leverages real-time X data for 64M users; - Constant upgrades (ex -Claude Code's $400M ARR) boost"  
[X Link](https://x.com/SanCompounding/status/1979211527073992857) [@SanCompounding](/creator/x/SanCompounding) 2025-10-17T15:42Z 3134 followers, XXX engagements


"$HIMS LAUNCHES MENOPAUSE/PERIMENOPAUSE TREATMRNTS Major Product Launches by Hims & Hers in the Last X Years (October 2023 - October 2025) $HIMS Demonstrates Optionality That Helps Rapid Product Cycle Below is a chronological overview of key launches drawn from official announcements and posts: ✅ Late 2023: Weight Loss Oral Medication Kits. Hims & Hers entered the weight loss category with affordable oral kits capitalizing on rising demand for non-injectable options. ✅ May 2024: Compounded GLP-1 Injections Launched customizable compounded versions of GLP-1 drugs (ie semaglutide) for weight"  
[X Link](https://x.com/SanCompounding/status/1978506572960579992) [@SanCompounding](/creator/x/SanCompounding) 2025-10-15T17:01Z 3134 followers, XXX engagements


"AI Expands '$2 Trillion Total Addressable Market' For Cybersecurity Companies - McKinsey Here are the Top XX high-Growth Cybersecurity Companies in a Single Chart:: X. Okta( $OKTA) Identity and access management powerhouse in the cloud. Extensive integrations with thousands of apps for seamless access. Robust subscription growth and high customer retention. AI-enhanced security for modern workforce protection. X. Fortinet ( $FTNT) Integrated cybersecurity with the Security Fabric platform. Leadership in firewalls SD-WAN and network security. X. Palo Alto Networks ( $PANW) AI-powered precision"  
[X Link](https://x.com/SanCompounding/status/1977920726381236623) [@SanCompounding](/creator/x/SanCompounding) 2025-10-14T02:13Z 3133 followers, 1136 engagements


"🚨 Breaking: CoreWeave drops AI Object Storage targets AI pain points: Traditional systems often bottleneck with low throughput & high costs. Solution - High throughput of 7GB/s speeds - no egress fees - global data access without replication -cutting costs by 75%+ for AI workloads via LOTA technology V/s Seagate provides Lyve Cloud Both are S3-compatible $CRWV stands out with its Local Object Transport Accelerator (LOTA) intelligent proxy that caches data locally on GPU nodes for faster repeated access enabling seamless integration across clouds or on-premises without data replication or"  
[X Link](https://x.com/SanCompounding/status/1978866348663919102) [@SanCompounding](/creator/x/SanCompounding) 2025-10-16T16:51Z 3134 followers, XXX engagements


"60 Semiconductor firms that grew massive in the last decade They exemplify MOAT $NVDA $ASML $AVGO $TSMC $KLAC But we need NEXT XX AI CHIP STOCKS that can grow 🚀 Mega caps:: $NVDA AI XX% marketshare $AVGO ASIC Custom silicones $TSMC Fabless with XX% marketshare $ASML EUV lithography Monopoly $AMD Rising AI chipmaker SMID Caps:: $CRDO EUV lithography Monopoly $AMSC superconductor power solution $CAMT AI Metrology powerhouse $MRVL ASIC beneficiary $NOVA Advanced process control(Chips)"  
[X Link](https://x.com/SanCompounding/status/1979603338711744767) [@SanCompounding](/creator/x/SanCompounding) 2025-10-18T17:39Z 3134 followers, XX engagements


"🎯I THINK $SHOP IS THE NEXT BIG E-COMMERCE GROWTH COMPANY 👇 X. Agentic Commerce: $SHOP partners with OpenAi to allow merchants to sell directly in ChatGPT. Shopify agentic commerce is an e-commerce evolution where AI agents like those in ChatGPT handle the entire shopping process for a customer. X. Partnership with $APP For Axon AI based AD Targeting X. $SHOP partnered with Stripe Shopify merchants across XX countries will be able to accept USDC a dollar-backed stablecoin. X. $SHOP has partnered with $COIN to integrate USDC payments on the Base network making stablecoin payments available to"  
[X Link](https://x.com/SanCompounding/status/1978311049951461795) [@SanCompounding](/creator/x/SanCompounding) 2025-10-15T04:04Z 3134 followers, XXX engagements