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# ![@SouthernValue95 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1142421861176942592.png) @SouthernValue95 SouthernValue

SouthernValue posts on X about gdp growth, $nvda, nvda, $mndy the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.

### Engagements: XXXXXX [#](/creator/twitter::1142421861176942592/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1142421861176942592/c:line/m:interactions.svg)

- X Week XXXXXXX +5,459%
- X Month XXXXXXX +184%
- X Months XXXXXXXXX +78%
- X Year XXXXXXXXX +1.40%

### Mentions: X [#](/creator/twitter::1142421861176942592/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1142421861176942592/c:line/m:posts_active.svg)

- X Week X +14%
- X Month XX -XX%
- X Months XXX +4.70%
- X Year XXX -XX%

### Followers: XXXXXX [#](/creator/twitter::1142421861176942592/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1142421861176942592/c:line/m:followers.svg)

- X Week XXXXXX +0.48%
- X Month XXXXXX +0.71%
- X Months XXXXXX +10%
- X Year XXXXXX +24%

### CreatorRank: XXXXXXX [#](/creator/twitter::1142421861176942592/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1142421861176942592/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1142421861176942592/influence)
---

**Social category influence**
[finance](/list/finance)  #3979 [stocks](/list/stocks)  #4243 [technology brands](/list/technology-brands)  [vc firms](/list/vc-firms) 

**Social topic influence**
[gdp growth](/topic/gdp-growth) #166, [$nvda](/topic/$nvda) #69, [nvda](/topic/nvda), [$mndy](/topic/$mndy), [$arkk](/topic/$arkk), [inflation](/topic/inflation), [blockchain](/topic/blockchain), [$orcl](/topic/$orcl), [stocks](/topic/stocks), [$amd](/topic/$amd)

**Top assets mentioned**
[NVIDIA Corp. (NVDA)](/topic/$nvda) [monday.com Ltd. Ordinary Shares (MNDY)](/topic/$mndy) [ARK Innovation ETF (ARKK)](/topic/$arkk) [Oracle Corporation (ORCL)](/topic/$orcl) [Advanced Micro Devices (AMD)](/topic/$amd) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Apple, Inc. (AAPL)](/topic/$aapl)
### Top Social Posts [#](/creator/twitter::1142421861176942592/posts)
---
Top posts by engagements in the last XX hours

"@bizalmanac Love the prompt. People love to pump what has worked on its way out. For me $MNDY"  
[X Link](https://x.com/SouthernValue95/status/1969605954753712510) [@SouthernValue95](/creator/x/SouthernValue95) 2025-09-21T03:33Z 14.2K followers, XXX engagements


"Kathie Wood: X% GDP growth will double to X% and thats conservative with zero % inflation or less. Why Robotics Energy storage AI Blockchain Multiomic Sequencing. Incredible levels of confidence for Kathie Wood doing this AGAIN after spectacularly blowing up in 2021 AND missing the next cycle ($ARKK still -XX% below ATH)"  
[X Link](https://x.com/SouthernValue95/status/1978089110771233198) [@SouthernValue95](/creator/x/SouthernValue95) 2025-10-14T13:22Z 14.3K followers, 2986 engagements


"Stocks like $NVDA $AMD $ORCL $AVGO may still be reasonable/cheap looking out to 2030 on numbers that assume OpenAI's massive AI infra projects get funded and built but it is also rational for markets to apply very high VC-like discount rates to those out year FCF. OpenAI needing to 15x revenue in 5yrs to fund the buildout is basically VC-type risk and there is significant funding risk at every step along the way as OAI's burn rate is getting worse not better as it grows. This persistent funding risk leaves the AI bull case constantly vulnerable to a system shock like higher rates a recession"  
[X Link](https://x.com/SouthernValue95/status/1979414100548403583) [@SouthernValue95](/creator/x/SouthernValue95) 2025-10-18T05:07Z 14.3K followers, 68.6K engagements


"Spending by other megacaps building AI infra will be correlated to OAI on the up and down. All the downstream industrial and hardware companies benefitting form the AI boom (energy / power / cooling / non-res construction / memory / storage) share some amount of this VC-like risk to 3-5yr forecasts. The S&P XXX global GDP basically all riding on Sama finding a path to $200B by 2030 more or less. It might work out but its terrifying"  
[X Link](https://x.com/SouthernValue95/status/1979414103421604075) [@SouthernValue95](/creator/x/SouthernValue95) 2025-10-18T05:07Z 14.3K followers, 2832 engagements


"@LostFundamental @rev_cap Id caution shorting early/mid stages of a bubble. The mega caps are not close to tapped out for capital. Current admin wants buildout bubble to prop up GDP growth. This can keep going for a while"  
[X Link](https://x.com/SouthernValue95/status/1979663048165204331) [@SouthernValue95](/creator/x/SouthernValue95) 2025-10-18T21:37Z 14.3K followers, XX engagements


"Johns of Bleecker Street announcing they will invest in 10GW of GPU AI infrastructure by 2030 supported by an investment from $NVDA"  
[X Link](https://x.com/SouthernValue95/status/1978536021764583469) [@SouthernValue95](/creator/x/SouthernValue95) 2025-10-15T18:58Z 14.3K followers, 71.3K engagements


"Josh - you said here that you read a transcript where a public company was going from XX SaaS vendors to X. The Compass earnings call you are referring to didnt say that - you are quoting your own prior tweet which was an inaccurate summary of the transcript (did you read the whole thing)"  
[X Link](https://x.com/SouthernValue95/status/1979910131136831604) [@SouthernValue95](/creator/x/SouthernValue95) 2025-10-19T13:58Z 14.3K followers, 8916 engagements