[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @StockMarketNerd Stock Market Nerd There is no information about Brad Freeman in the provided tweets. The tweets appear to be about various companies, stocks, and market trends, but do not mention Brad Freeman. Therefore, there is no current event to report about him. ### Engagements: XXXXXX [#](/creator/twitter::1130601604418347008/interactions)  - X Week XXXXXXX +36% - X Month XXXXXXXXX -XX% - X Months XXXXXXXXXX -XXXX% - X Year XXXXXXXXXX -XX% ### Mentions: XX [#](/creator/twitter::1130601604418347008/posts_active)  - X Week XX -XX% - X Month XXX -XX% - X Months XXXXX -XX% - X Year XXXXX -XX% ### Followers: XXXXXXX [#](/creator/twitter::1130601604418347008/followers)  - X Week XXXXXXX +0.15% - X Month XXXXXXX +1.10% - X Months XXXXXXX +11% - X Year XXXXXXX +22% ### CreatorRank: XXXXXXX [#](/creator/twitter::1130601604418347008/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) #4052 [stocks](/list/stocks) #4291 [technology brands](/list/technology-brands) XXXXX% [fashion brands](/list/fashion-brands) XXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [social networks](/list/social-networks) XXXX% **Social topic influence** [$googl](/topic/$googl) 7.55%, [$pypl](/topic/$pypl) #126, [$rbrk](/topic/$rbrk) #13, [$zs](/topic/$zs) #43, [ceo](/topic/ceo) #2831, [balance sheet](/topic/balance-sheet) #1748, [meta](/topic/meta) 5.66%, [$meta](/topic/$meta) #386, [products](/topic/products) 3.77%, [$nvda](/topic/$nvda) XXXX% **Top accounts mentioned or mentioned by** [@futureman1977](/creator/undefined) [@sanctuary_bio](/creator/undefined) [@marketdraft](/creator/undefined) [@flexinvest7](/creator/undefined) [@thewhatever](/creator/undefined) [@wearycenturion](/creator/undefined) [@georgedubs](/creator/undefined) [@dividendstreams](/creator/undefined) [@xavier_rzv](/creator/undefined) [@george_dubs_](/creator/undefined) [@oursaviorjosh](/creator/undefined) [@dreamcodesign](/creator/undefined) [@dionysus666](/creator/undefined) [@sumeet2692](/creator/undefined) [@paulchu_og](/creator/undefined) [@amitisinvesting](/creator/undefined) [@nachunja](/creator/undefined) [@stockstormx](/creator/undefined) [@dividendtsar](/creator/undefined) [@mccdmatthew](/creator/undefined) **Top assets mentioned** [Alphabet Inc Class A (GOOGL)](/topic/$googl) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Rubrik, Inc. (RBRK)](/topic/$rbrk) [Zscaler Inc (ZS)](/topic/$zs) [Metadium (META)](/topic/$meta) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Snowflake, Inc. (SNOW)](/topic/$snow) [Now Coin (NOW)](/topic/$now) [RAI Finance (SOFI)](/topic/$sofi) [Trade Desk, Inc. (TTD)](/topic/$ttd) [Shopify Inc (SHOP)](/topic/$shop) [Advanced Micro Devices (AMD)](/topic/$amd) [Uber Technologies, Inc. (UBER)](/topic/$uber) [MongoDB, Inc. (MDB)](/topic/$mdb) [GitLab Inc. Class A Common Stock (GTLB)](/topic/$gtlb) [Coupang, Inc. (CPNG)](/topic/$cpng) [DraftKings Inc. Class A Common Stock (DKNG)](/topic/$dkng) [Flutter Entertainment plc (FLUT)](/topic/$flut) [Crowdstrike Holdings Inc (CRWD)](/topic/$crwd) [Salesforce Inc (CRM)](/topic/$crm) [Carvana Co. (CVNA)](/topic/$cvna) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Lululemon Athletica Inc (LULU)](/topic/$lulu) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Oracle Corporation (ORCL)](/topic/$orcl) [ServiceNow Inc (NOW)](/topic/servicenow) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Netflix Inc (NFLX)](/topic/$nflx) ### Top Social Posts Top posts by engagements in the last XX hours "What's your favorite sub $XX billion stock" [X Link](https://x.com/StockMarketNerd/status/1773359812354404833) 2024-03-28T14:41Z 186.8K followers, 278.1K engagements "Whats you highest conviction holding right now" [X Link](https://x.com/StockMarketNerd/status/1977732898183651730) 2025-10-13T13:47Z 186.8K followers, 171K engagements "Who has the best models $GOOGL. Ok but who has ubiquitous distribution across several products to more effective train these models with great data Also $GOOGL. Ok but who is least reliant on highly expensive GPUs to create a durable cost edge vs. the field Also $GOOGL. So better models better data & better cost structure $GOOGL" [X Link](https://x.com/StockMarketNerd/status/1992981769960743005) 2025-11-24T15:40Z 186.8K followers, 55.4K engagements "Why do all mega-caps seem determined to make their own chips if $NVDA makes such great products (& they do) Because if youre paying your GPU vendor their XX% EBIT margin for hardware. And your competition has their own inferior yet good enough hardware at a fraction of the cost. Its very hard to compete and win. Better overall cost efficiency = more compute & more utility for same amount of CapEx" [X Link](https://x.com/StockMarketNerd/status/1993415424843669626) 2025-11-25T20:24Z 186.8K followers, 20.9K engagements "If you lead a GPU performance race by a mile & a half. & then that lead shrinks. While those shrinking the lead can do a good enough job servicing a sub-section of your use cases while vastly undercutting you. No. you're not at risk of dying. But yes. your sky-high margin profile has become more fragile. That probably doesn't matter until we find more GPU supply/demand balance. But it will matter eventually. 🤷♂" [X Link](https://x.com/StockMarketNerd/status/1995558522185023581) 2025-12-01T18:20Z 186.8K followers, 11.7K engagements "There were signs" [X Link](https://x.com/StockMarketNerd/status/1996629301152960868) 2025-12-04T17:14Z 186.8K followers, 51.8K engagements "News of the week: $CRWD $RBRK $MDB $S $SNOW earnings reviews. $GTLB $CRM snapshots. $NOW $UBER $ZS UBS conference. $SOFI $ raise & UBS conference. $PYPL CFO interview. $CPNG breach. $TTD turnover. $DKNG / $FLUT news. BFCM data. Happy weekend" [X Link](https://x.com/StockMarketNerd/status/1997359073583304862) 2025-12-06T17:34Z 186.8K followers, 21.1K engagements "I think $CVNA wins the most entertaining stock award over the last XX years. A more than 30X. Then a XX% haircut. And then a nearly 100x as it's added to the S&P XXX. Casual" [X Link](https://x.com/StockMarketNerd/status/1998105473241825446) 2025-12-08T19:00Z 186.8K followers, 12.4K engagements "$HIMS & the entire biotech sector honorable mentions" [X Link](https://x.com/StockMarketNerd/status/1998112190516383847) 2025-12-08T19:27Z 186.8K followers, 5366 engagements "Gemini web traffic looking good for $GOOGL:" [X Link](https://x.com/StockMarketNerd/status/1998513645773533282) 2025-12-09T22:02Z 186.9K followers, 23K engagements "$LULU earnings snapshot (& a CEO change):" [X Link](https://x.com/StockMarketNerd/status/1999228381699744004) 2025-12-11T21:22Z 186.8K followers, 14.3K engagements "Snapshot of a solid $AVGO quarter:" [X Link](https://x.com/StockMarketNerd/status/1999231470456459661) 2025-12-11T21:35Z 186.8K followers, 28K engagements "The recent string of $PYPL downgrades is entirely fair. They need to modernize checkout faster. They need that business to stabilize. Venmo looks great. Braintree looks so much better. None of that matters nearly as much as branded PayPal checkout. They need to stop blaming macro while their competition overcomes it. If macro is starkly better for Shopify then this aint just macro. They need to stick to the investor day schedule & promises set less than a year ago. They need to deliver respectably profitable growth regardless of wanting to invest in agentic commerce. They need to figure out a" [X Link](https://x.com/StockMarketNerd/status/1999526165308899485) 2025-12-12T17:06Z 186.8K followers, 26.3K engagements "@FlexInvest7 I dont think the disrespect will end until they can prove their I-day targets are achievable" [X Link](https://x.com/StockMarketNerd/status/1999528293742018761) 2025-12-12T17:14Z 186.8K followers, XXX engagements "My detailed $ZS earnings review: a. Zscaler XXX b. Key Points c. Demand d. Profits e. Balance sheet f. Guidance & Valuation g. Call h. My Take" [X Link](https://x.com/StockMarketNerd/status/1993513360865030638) 2025-11-26T02:53Z 186.8K followers, 13.7K engagements "Had to check to see whether the $ORCL/OpenAI data center delay from 2027 to 2028 was published by The Information before taking it seriously" [X Link](https://x.com/StockMarketNerd/status/1999530039788941478) 2025-12-12T17:21Z 186.8K followers, 15.3K engagements "The thing about $META Not only do they have a world-class founder. But they have a world-class founder who clearly pays some attention to his share price knows its an important talent retention tool & is willing to sharply pivot on spending plans if markets demand it. See 2022. Oh and they dont rent GPUs they dont have a public cloud business with one of the primary growth tailwinds tied to those rentals. They have explicitly told you how much more compute they can use to improve core business monetization. If they decide they need to slowdown the capex If they realize they have more than" [X Link](https://x.com/StockMarketNerd/status/1990560915238912130) 2025-11-17T23:21Z 186.8K followers, 37.8K engagements "Snapshot of an excellent $RBRK quarter:" [X Link](https://x.com/StockMarketNerd/status/1996696244929155213) 2025-12-04T21:40Z 186.9K followers, 33.9K engagements "391% Y/Y traffic growth for $GOOGL Gemini last month. XX% M/M growth amid the Gemini X release. Sitting near the top of App Store rankings. Clearly keeping the momentum humming Kinda good" [X Link](https://x.com/StockMarketNerd/status/1998458878527148373) 2025-12-09T18:25Z 186.8K followers, 34.2K engagements "Pretty wild that $ORCL a $500B+ company is down more than XX% in XX days. Yet also still up XX% YTD" [X Link](https://x.com/StockMarketNerd/status/1999139621091913981) 2025-12-11T15:30Z 186.8K followers, 17.9K engagements "@thewhatever I just go back to why does this seem to be holding back their results heading into Q4 and 2026 than other scaled players embedded in commerce payments" [X Link](https://x.com/StockMarketNerd/status/1999539197036593537) 2025-12-12T17:57Z 186.9K followers, XXX engagements "What's your favorite beaten up growth stock to add to right now" [X Link](https://x.com/StockMarketNerd/status/1990817224290873575) 2025-11-18T16:19Z 186.8K followers, 78.5K engagements "$ZS Earnings Snapshot:" [X Link](https://x.com/StockMarketNerd/status/1993430674678702142) 2025-11-25T21:24Z 186.8K followers, 21K engagements "Mid-week news: X. Detailed $SNOW earnings review X. $SOFI CFO Interview with UBS X. $PYPL CFO Interview with UBS X. $NOW M&A" [X Link](https://x.com/StockMarketNerd/status/1996406370405597202) 2025-12-04T02:29Z 186.8K followers, 20.7K engagements "Your company has run social ads quoting headlines saying "sports betting in California is now legal." You're a gambling company. Let's just be real. You've masterfully exploited a loophole. Props to you guys. If it walks acts swims & looks like a duck. it's a duck" [X Link](https://x.com/StockMarketNerd/status/1997001476326007203) 2025-12-05T17:53Z 186.8K followers, 51.5K engagements "@Dionysus_666 Can it last longer so Ellison can fund my college football team" [X Link](https://x.com/StockMarketNerd/status/1999195224573096135) 2025-12-11T19:10Z 186.8K followers, XXX engagements "My Detailed $TTD Earnings Review: a. The Trade Desk XXX b. Key Points c. Demand d. Profits & Margins e. Balance Sheet f. Guidance & Valuation g. Call & Release h. Take" [X Link](https://x.com/StockMarketNerd/status/1986634480900030673) 2025-11-07T03:19Z 186.8K followers, 26.5K engagements "Well $NVDA & $AMD bulls will like this. Yazdan is a Research Scientist at $GOOGL DeepMind. He doesn't seem to think GPU bulls should be worried. 🤷♂" [X Link](https://x.com/StockMarketNerd/status/1993416977130377529) 2025-11-25T20:30Z 186.8K followers, 39K engagements "$AMD CEO Lisa Su Today on GPUs vs. ASICs:" [X Link](https://x.com/StockMarketNerd/status/1996274743780261960) 2025-12-03T17:46Z 186.8K followers, 12.1K engagements "If you think your company's CEO is dedicated Zuck is out here hand delivering soup to poach OpenAI researchers for $META. $220B in net worth. Delivering soup. Maybe my favorite headline ever" [X Link](https://x.com/StockMarketNerd/status/1996337005383557396) 2025-12-03T21:53Z 186.8K followers, 34.3K engagements "$RBRK Earnings Review: a. Rubrik XXX b. Key Points c. Demand d. Profits e. Balance Sheet f. Guidance & Valuation g. Call & Presentation h. My Take" [X Link](https://x.com/StockMarketNerd/status/1997077103402222055) 2025-12-05T22:54Z 186.9K followers, 19.6K engagements "Theres a better than XX% chance that any breaking news posted by AdWeek or The Information or someone like that will be corrected within XX hours" [X Link](https://x.com/StockMarketNerd/status/1998132790404305341) 2025-12-08T20:49Z 186.9K followers, 9279 engagements "Cowen looking for AWS to grow by XX% next year and XX% in 2027 for $AMZN. Sell-side consensus growth estimates are around XX% for both years" [X Link](https://x.com/StockMarketNerd/status/1996989422068179269) 2025-12-05T17:05Z 186.9K followers, 35.1K engagements "Investors have seemingly decided that $NFLX buying Warner Bros. is bad news. And then $NFLX not buying Warner Bros. is also bad news. Please try to keep up" [X Link](https://x.com/StockMarketNerd/status/1998075737090445526) 2025-12-08T17:02Z 186.9K followers, 55.6K engagements "$META making a model called Avocado. Xs model for those who cant pronounce their rs sounds like guac. Only the highest quality research from this account" [X Link](https://x.com/StockMarketNerd/status/1998427890568827145) 2025-12-09T16:21Z 186.9K followers, 15.2K engagements "@weary_centurion @George_Dubs_ I read "doesn't cite valuation" and laughed. Calling it a lazy take but couldn't even read to the end of a short tweet to arrive at that conclusion. This is bias talking" [X Link](https://x.com/StockMarketNerd/status/1999538862192722354) 2025-12-12T17:56Z 186.9K followers, XXX engagements "@George_Dubs_ @weary_centurion No worries. More so commenting on qualitative company commentary from $SHOP (as recently as this week) being noticeably better for $PYPL. $SHOP will outgrow $PYPL. Inevitable & like you said priced accordingly" [X Link](https://x.com/StockMarketNerd/status/1999546082200518847) 2025-12-12T18:25Z 186.9K followers, XX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@StockMarketNerd Stock Market Nerd
There is no information about Brad Freeman in the provided tweets. The tweets appear to be about various companies, stocks, and market trends, but do not mention Brad Freeman. Therefore, there is no current event to report about him.
Engagements: XXXXXX #
- X Week XXXXXXX +36%
- X Month XXXXXXXXX -XX%
- X Months XXXXXXXXXX -XXXX%
- X Year XXXXXXXXXX -XX%
Mentions: XX #
- X Week XX -XX%
- X Month XXX -XX%
- X Months XXXXX -XX%
- X Year XXXXX -XX%
Followers: XXXXXXX #
- X Week XXXXXXX +0.15%
- X Month XXXXXXX +1.10%
- X Months XXXXXXX +11%
- X Year XXXXXXX +22%
CreatorRank: XXXXXXX #
Social Influence
Social category influence finance #4052 stocks #4291 technology brands XXXXX% fashion brands XXXX% cryptocurrencies XXXX% social networks XXXX%
Social topic influence $googl 7.55%, $pypl #126, $rbrk #13, $zs #43, ceo #2831, balance sheet #1748, meta 5.66%, $meta #386, products 3.77%, $nvda XXXX%
Top accounts mentioned or mentioned by @futureman1977 @sanctuary_bio @marketdraft @flexinvest7 @thewhatever @wearycenturion @georgedubs @dividendstreams @xavier_rzv @george_dubs_ @oursaviorjosh @dreamcodesign @dionysus666 @sumeet2692 @paulchu_og @amitisinvesting @nachunja @stockstormx @dividendtsar @mccdmatthew
Top assets mentioned Alphabet Inc Class A (GOOGL) PayPal Holdings Inc (PYPL) Rubrik, Inc. (RBRK) Zscaler Inc (ZS) Metadium (META) NVIDIA Corp. (NVDA) Snowflake, Inc. (SNOW) Now Coin (NOW) RAI Finance (SOFI) Trade Desk, Inc. (TTD) Shopify Inc (SHOP) Advanced Micro Devices (AMD) Uber Technologies, Inc. (UBER) MongoDB, Inc. (MDB) GitLab Inc. Class A Common Stock (GTLB) Coupang, Inc. (CPNG) DraftKings Inc. Class A Common Stock (DKNG) Flutter Entertainment plc (FLUT) Crowdstrike Holdings Inc (CRWD) Salesforce Inc (CRM) Carvana Co. (CVNA) Hims & Hers Health, Inc. (HIMS) Lululemon Athletica Inc (LULU) Broadcom, Inc. (AVGO) Oracle Corporation (ORCL) ServiceNow Inc (NOW) Amazon.com, Inc. (AMZN) Netflix Inc (NFLX)
Top Social Posts
Top posts by engagements in the last XX hours
"What's your favorite sub $XX billion stock"
X Link 2024-03-28T14:41Z 186.8K followers, 278.1K engagements
"Whats you highest conviction holding right now"
X Link 2025-10-13T13:47Z 186.8K followers, 171K engagements
"Who has the best models $GOOGL. Ok but who has ubiquitous distribution across several products to more effective train these models with great data Also $GOOGL. Ok but who is least reliant on highly expensive GPUs to create a durable cost edge vs. the field Also $GOOGL. So better models better data & better cost structure $GOOGL"
X Link 2025-11-24T15:40Z 186.8K followers, 55.4K engagements
"Why do all mega-caps seem determined to make their own chips if $NVDA makes such great products (& they do) Because if youre paying your GPU vendor their XX% EBIT margin for hardware. And your competition has their own inferior yet good enough hardware at a fraction of the cost. Its very hard to compete and win. Better overall cost efficiency = more compute & more utility for same amount of CapEx"
X Link 2025-11-25T20:24Z 186.8K followers, 20.9K engagements
"If you lead a GPU performance race by a mile & a half. & then that lead shrinks. While those shrinking the lead can do a good enough job servicing a sub-section of your use cases while vastly undercutting you. No. you're not at risk of dying. But yes. your sky-high margin profile has become more fragile. That probably doesn't matter until we find more GPU supply/demand balance. But it will matter eventually. 🤷♂"
X Link 2025-12-01T18:20Z 186.8K followers, 11.7K engagements
"There were signs"
X Link 2025-12-04T17:14Z 186.8K followers, 51.8K engagements
"News of the week: $CRWD $RBRK $MDB $S $SNOW earnings reviews. $GTLB $CRM snapshots. $NOW $UBER $ZS UBS conference. $SOFI $ raise & UBS conference. $PYPL CFO interview. $CPNG breach. $TTD turnover. $DKNG / $FLUT news. BFCM data. Happy weekend"
X Link 2025-12-06T17:34Z 186.8K followers, 21.1K engagements
"I think $CVNA wins the most entertaining stock award over the last XX years. A more than 30X. Then a XX% haircut. And then a nearly 100x as it's added to the S&P XXX. Casual"
X Link 2025-12-08T19:00Z 186.8K followers, 12.4K engagements
"$HIMS & the entire biotech sector honorable mentions"
X Link 2025-12-08T19:27Z 186.8K followers, 5366 engagements
"Gemini web traffic looking good for $GOOGL:"
X Link 2025-12-09T22:02Z 186.9K followers, 23K engagements
"$LULU earnings snapshot (& a CEO change):"
X Link 2025-12-11T21:22Z 186.8K followers, 14.3K engagements
"Snapshot of a solid $AVGO quarter:"
X Link 2025-12-11T21:35Z 186.8K followers, 28K engagements
"The recent string of $PYPL downgrades is entirely fair. They need to modernize checkout faster. They need that business to stabilize. Venmo looks great. Braintree looks so much better. None of that matters nearly as much as branded PayPal checkout. They need to stop blaming macro while their competition overcomes it. If macro is starkly better for Shopify then this aint just macro. They need to stick to the investor day schedule & promises set less than a year ago. They need to deliver respectably profitable growth regardless of wanting to invest in agentic commerce. They need to figure out a"
X Link 2025-12-12T17:06Z 186.8K followers, 26.3K engagements
"@FlexInvest7 I dont think the disrespect will end until they can prove their I-day targets are achievable"
X Link 2025-12-12T17:14Z 186.8K followers, XXX engagements
"My detailed $ZS earnings review: a. Zscaler XXX b. Key Points c. Demand d. Profits e. Balance sheet f. Guidance & Valuation g. Call h. My Take"
X Link 2025-11-26T02:53Z 186.8K followers, 13.7K engagements
"Had to check to see whether the $ORCL/OpenAI data center delay from 2027 to 2028 was published by The Information before taking it seriously"
X Link 2025-12-12T17:21Z 186.8K followers, 15.3K engagements
"The thing about $META Not only do they have a world-class founder. But they have a world-class founder who clearly pays some attention to his share price knows its an important talent retention tool & is willing to sharply pivot on spending plans if markets demand it. See 2022. Oh and they dont rent GPUs they dont have a public cloud business with one of the primary growth tailwinds tied to those rentals. They have explicitly told you how much more compute they can use to improve core business monetization. If they decide they need to slowdown the capex If they realize they have more than"
X Link 2025-11-17T23:21Z 186.8K followers, 37.8K engagements
"Snapshot of an excellent $RBRK quarter:"
X Link 2025-12-04T21:40Z 186.9K followers, 33.9K engagements
"391% Y/Y traffic growth for $GOOGL Gemini last month. XX% M/M growth amid the Gemini X release. Sitting near the top of App Store rankings. Clearly keeping the momentum humming Kinda good"
X Link 2025-12-09T18:25Z 186.8K followers, 34.2K engagements
"Pretty wild that $ORCL a $500B+ company is down more than XX% in XX days. Yet also still up XX% YTD"
X Link 2025-12-11T15:30Z 186.8K followers, 17.9K engagements
"@thewhatever I just go back to why does this seem to be holding back their results heading into Q4 and 2026 than other scaled players embedded in commerce payments"
X Link 2025-12-12T17:57Z 186.9K followers, XXX engagements
"What's your favorite beaten up growth stock to add to right now"
X Link 2025-11-18T16:19Z 186.8K followers, 78.5K engagements
"$ZS Earnings Snapshot:"
X Link 2025-11-25T21:24Z 186.8K followers, 21K engagements
"Mid-week news: X. Detailed $SNOW earnings review X. $SOFI CFO Interview with UBS X. $PYPL CFO Interview with UBS X. $NOW M&A"
X Link 2025-12-04T02:29Z 186.8K followers, 20.7K engagements
"Your company has run social ads quoting headlines saying "sports betting in California is now legal." You're a gambling company. Let's just be real. You've masterfully exploited a loophole. Props to you guys. If it walks acts swims & looks like a duck. it's a duck"
X Link 2025-12-05T17:53Z 186.8K followers, 51.5K engagements
"@Dionysus_666 Can it last longer so Ellison can fund my college football team"
X Link 2025-12-11T19:10Z 186.8K followers, XXX engagements
"My Detailed $TTD Earnings Review: a. The Trade Desk XXX b. Key Points c. Demand d. Profits & Margins e. Balance Sheet f. Guidance & Valuation g. Call & Release h. Take"
X Link 2025-11-07T03:19Z 186.8K followers, 26.5K engagements
"Well $NVDA & $AMD bulls will like this. Yazdan is a Research Scientist at $GOOGL DeepMind. He doesn't seem to think GPU bulls should be worried. 🤷♂"
X Link 2025-11-25T20:30Z 186.8K followers, 39K engagements
"$AMD CEO Lisa Su Today on GPUs vs. ASICs:"
X Link 2025-12-03T17:46Z 186.8K followers, 12.1K engagements
"If you think your company's CEO is dedicated Zuck is out here hand delivering soup to poach OpenAI researchers for $META. $220B in net worth. Delivering soup. Maybe my favorite headline ever"
X Link 2025-12-03T21:53Z 186.8K followers, 34.3K engagements
"$RBRK Earnings Review: a. Rubrik XXX b. Key Points c. Demand d. Profits e. Balance Sheet f. Guidance & Valuation g. Call & Presentation h. My Take"
X Link 2025-12-05T22:54Z 186.9K followers, 19.6K engagements
"Theres a better than XX% chance that any breaking news posted by AdWeek or The Information or someone like that will be corrected within XX hours"
X Link 2025-12-08T20:49Z 186.9K followers, 9279 engagements
"Cowen looking for AWS to grow by XX% next year and XX% in 2027 for $AMZN. Sell-side consensus growth estimates are around XX% for both years"
X Link 2025-12-05T17:05Z 186.9K followers, 35.1K engagements
"Investors have seemingly decided that $NFLX buying Warner Bros. is bad news. And then $NFLX not buying Warner Bros. is also bad news. Please try to keep up"
X Link 2025-12-08T17:02Z 186.9K followers, 55.6K engagements
"$META making a model called Avocado. Xs model for those who cant pronounce their rs sounds like guac. Only the highest quality research from this account"
X Link 2025-12-09T16:21Z 186.9K followers, 15.2K engagements
"@weary_centurion @George_Dubs_ I read "doesn't cite valuation" and laughed. Calling it a lazy take but couldn't even read to the end of a short tweet to arrive at that conclusion. This is bias talking"
X Link 2025-12-12T17:56Z 186.9K followers, XXX engagements
"@George_Dubs_ @weary_centurion No worries. More so commenting on qualitative company commentary from $SHOP (as recently as this week) being noticeably better for $PYPL. $SHOP will outgrow $PYPL. Inevitable & like you said priced accordingly"
X Link 2025-12-12T18:25Z 186.9K followers, XX engagements