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# ![@The_AI_Investor Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1307411656784277504.png) @The_AI_Investor The AI Investor

Nvidia CEO Jensen Huang recently addressed the China market ban and the company's global growth at the APEC CEO Summit, showcasing his ability to attract global media attention. Huang also discussed Nvidia's AI platform and its expanding presence in various markets. Meanwhile, Nvidia has secured significant partnerships, including a $XXX billion deal with Microsoft and a collaboration with Deutsche Telekom to build an AI factory in Europe.

### Engagements: XXXXXXX [#](/creator/twitter::1307411656784277504/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1307411656784277504/c:line/m:interactions.svg)

- X Week XXXXXXXXX -XX%
- X Month XXXXXXXXX +43%
- X Months XXXXXXXXXX +20%
- X Year XXXXXXXXXX +13%

### Mentions: XX [#](/creator/twitter::1307411656784277504/posts_active)
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- X Week XXX -XX%
- X Month XXX +14%
- X Months XXXXX +16%
- X Year XXXXX +9.70%

### Followers: XXXXXX [#](/creator/twitter::1307411656784277504/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1307411656784277504/c:line/m:followers.svg)

- X Week XXXXXX +0.51%
- X Month XXXXXX +2.80%
- X Months XXXXXX +20%
- X Year XXXXXX +52%

### CreatorRank: XXXXXXX [#](/creator/twitter::1307411656784277504/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1307411656784277504/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  #1447 [stocks](/list/stocks)  #1428 [technology brands](/list/technology-brands)  XXXXX% [celebrities](/list/celebrities)  XXXX% [countries](/list/countries)  XXX% [automotive brands](/list/automotive-brands)  XXX% [travel destinations](/list/travel-destinations)  XXXX% [currencies](/list/currencies)  XXXX% [events](/list/events)  XXXX%

**Social topic influence**
[ai](/topic/ai) #1881, [$nvda](/topic/$nvda) #71, [nvda](/topic/nvda) #7, [$googl](/topic/$googl) #383, [fud](/topic/fud) #4, [future](/topic/future) #2144, [open ai](/topic/open-ai) #461, [china](/topic/china) #1361, [target](/topic/target) 2.53%, [bullish](/topic/bullish) #155

**Top accounts mentioned or mentioned by**
[@osarood](/creator/undefined) [@futureman1977](/creator/undefined) [@julientechinvst](/creator/undefined) [@pbmech](/creator/undefined) [@tml_hmb](/creator/undefined) [@luxsingularity](/creator/undefined) [@majesticcoder](/creator/undefined) [@grok](/creator/undefined) [@paulcro06297351](/creator/undefined) [@jespabe](/creator/undefined) [@analysisop](/creator/undefined) [@dylan522p](/creator/undefined) [@danielnewmanuv](/creator/undefined) [@themoneygps](/creator/undefined) [@matans8442](/creator/undefined) [@maxm_ideas](/creator/undefined) [@jeffw008](/creator/undefined) [@william_r2rclub](/creator/undefined) [@tonymooreorless](/creator/undefined) [@markrihgteous45](/creator/undefined)

**Top assets mentioned**
[NVIDIA Corp. (NVDA)](/topic/$nvda) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Oracle Corporation (ORCL)](/topic/$orcl) [Tesla, Inc. (TSLA)](/topic/$tsla) [Morgan Stanley (MS)](/topic/morgan-stanley) [Applovin Corporation (APP)](/topic/$app) [Deutsche Bank Aktiengesellschaft (DB)](/topic/$db) [Astera Labs, Inc. Common Stock (ALAB)](/topic/$alab) [Accenture (ACN)](/topic/accenture) [Alibaba Group (BABA)](/topic/$baba) [Walmart, Inc. (WMT)](/topic/$wmt) [Costco Wholesale Corporation (COST)](/topic/costco) [Costco Hot Dog (COST)](/topic/$cost)
### Top Social Posts
Top posts by engagements in the last XX hours

"NVDA is the perfect case study of why just hold is one of the hardest skills in investing. The stock has 3-4xd in two years yet the amount of FUD thrown at it is insane. Every month theres a new NVDA is finished narrative: TPU tariffs export bans competition cycle peaks you name it. So how can a normal retail investor tell signal from noise"  
[X Link](https://x.com/The_AI_Investor/status/1995270168096973175)  2025-11-30T23:14Z 69.1K followers, 85.2K engagements


"Seaport Global initiated a sell rating for $NVDA at price target of $XXX Apr XX 2025. They now increased their price target to $XXX 🤡"  
[X Link](https://x.com/The_AI_Investor/status/1995527526563852748)  2025-12-01T16:16Z 69.1K followers, 17.7K engagements


"Clueless UBS has boosted its Rubin GPU unit forecast GPU unit forecast for next year by XX% now estimating X million GPU shipments up from XXX million. Shouldnt customers cut NVDA GPU orders to buy cheaper TPU instead Or NVDA is forced to lower the price"  
[X Link](https://x.com/The_AI_Investor/status/1995597463164686793)  2025-12-01T20:54Z 69.1K followers, 11.1K engagements


"Morgan Stanley raised NVDA price target from $XXX to $XXX on CY2027 EPS of $XXXX at 26x multiple. "Our belief - informed by industry contacts - that NVIDIA will have the best economics for most applications is unwavering. Customers' biggest anxiety for the next XX months is their ability to procure enough NVIDIA product generally and Vera Rubin specifically. ""  
[X Link](https://x.com/The_AI_Investor/status/1995684428732137610)  2025-12-02T02:40Z 69.1K followers, 20.7K engagements


"Elon - "Waymo never really had a chance against Tesla. This will be obvious in hindsight.""  
[X Link](https://x.com/The_AI_Investor/status/1998635601382486287)  2025-12-10T06:07Z 69.1K followers, 19.5K engagements


"$NVDA demand news: Nvidia has reportedly secured the entire production capacity of a Wistron server plant in Zhubei Taiwan through 2026 to meet the surging global demand for AI servers. The production capacity of this particular plant is unknown but Wistron's seven plants employ over 7000 people and collectively produce approximately 240000 systems based on the Blackwell platform each quarter. Due to the rapid growth in demand the company anticipates that its existing capacity may not be able to keep pace with demand as early as 2026"  
[X Link](https://x.com/The_AI_Investor/status/1936453687133847942)  2025-06-21T15:58Z 69.1K followers, 24.6K engagements


"NVIDIA vs AMD - Token Throughput per GPU vs. Interactivity DeepSeek R1 0528 FP4 - Token Throughput per GPU vs. End-to-end Latency Even competitor chips are offered for free it's still not cheap enough (Jensen) especially given the power limit of each data center"  
[X Link](https://x.com/The_AI_Investor/status/1977156508216606930)  2025-10-11T23:37Z 69K followers, 114.5K engagements


"You are going to invest $1M into ONLY X AI stock today: - can't be $1T - can't be smaller than $10B - should be safe enough with real income What would you pick"  
[X Link](https://x.com/The_AI_Investor/status/1990695751941566751)  2025-11-18T08:17Z 69K followers, 26.5K engagements


"$NVDA is now trading at 24x next year eps estimate while growing at XX% Find me a cheaper one"  
[X Link](https://x.com/The_AI_Investor/status/1993467296325714008)  2025-11-25T23:50Z 69.1K followers, 58.1K engagements


"Lol 220m x 240/y = $52b / year"  
[X Link](https://x.com/The_AI_Investor/status/1993553243809759336)  2025-11-26T05:31Z 69.1K followers, 38.6K engagements


"China claims domestically-designed 14nm logic chips can rival 4nm Nvidia silicon At a Beijing summit Wei Shaojun (China Semiconductor Industry Association) claimed China has designed a new AI processor using 14nm logic + 18nm DRAM that can match Nvidias current 4nm GPUs. The chip uses 3D hybrid bonding and near-memory computing to boost bandwidth and reduce latency bypassing the traditional memory wall. China is reframing its semiconductor strategy: instead of chasing smaller nodes (3nm/4nm) it aims to use advanced packaging to extend older nodes like 14nm. The approach stacks 14nm logic"  
[X Link](https://x.com/The_AI_Investor/status/1994372137394512374)  2025-11-28T11:45Z 69.1K followers, 8643 engagements


""Even when the competitor's chips are offered for free it's still not cheap enough." - Jensen Huang Meanwhile some people say TPU v7 TCO is estimated based on Anthropics pricing via GCP to compare with Nvidia Blackwell TCO"  
[X Link](https://x.com/The_AI_Investor/status/1994675923346756015)  2025-11-29T07:52Z 69.1K followers, 65.2K engagements


"SA team: "Of those XX authors half appear to only have brief internship experience. None seem to have ever worked in a datacenter a fab FAANG or infrastructure role." Funny how trillions of dollars can move because of what they write"  
[X Link](https://x.com/The_AI_Investor/status/1994679661465669672)  2025-11-29T08:07Z 69.1K followers, 40.3K engagements


"NVIDIAs roughly 40000 employees are competing with Googles TPU team of a few hundred people and they lost"  
[X Link](https://x.com/The_AI_Investor/status/1994835238649041294)  2025-11-29T18:25Z 69.1K followers, 21.5K engagements


"Three years ago today ChatGPT launched and the world hasnt been the same since. Many investors lives have changed by betting on AI with stocks like $NVDA rising 10x. There has been plenty of skepticism along the way which is totally normal since this kind of rapid revolution has never happened before. Some people make big money some dont and throw stones at the journey. Some join later but stay longer. Some join early but leave early. We dont know the path forward but it will be exciting join the AI Investor community to ride this big wave together"  
[X Link](https://x.com/The_AI_Investor/status/1995163674751983629)  2025-11-30T16:11Z 69K followers, 17K engagements


"Everyone already knows my top position $NVDA and over the last six months Google became my second-largest holding from zero. Last week one beaten-down stock replaced $GOOGL in the second spot. Whats my 2nd and your top two"  
[X Link](https://x.com/The_AI_Investor/status/1995238111429972353)  2025-11-30T21:06Z 69K followers, 28.5K engagements


"As SemiAnalysis published an article comparing Googles TPU to Nvidias GPU the free section is overwhelmingly negative toward Nvidia while the short paid section is more bullish claiming Rubin will outperform TPU8. Ive written up my thoughts and shared them. Since I consider this FUD Ill publish it for free so everyone can read it and come to your own conclusion. Read it below"  
[X Link](https://x.com/The_AI_Investor/status/1995305083807175050)  2025-12-01T01:32Z 69K followers, 79.8K engagements


"$NVDA up X% $GOOGL down X% the market isnt buying that crap from SA hope some of the free stuff I published over the weekend providing some different views"  
[X Link](https://x.com/The_AI_Investor/status/1995510808961589750)  2025-12-01T15:10Z 69K followers, 27.8K engagements


"$NVDA - Jensen says China is a bonus opportunity for the future and Nvidia has plenty of demand to meet over the next few years"  
[X Link](https://x.com/The_AI_Investor/status/1995518707536380252)  2025-12-01T15:41Z 69.1K followers, 12.9K engagements


"NVIDIA invested $X billion in Synopsys common stock at a purchase price of $XXXXXX per share. NVIDIA to turn the whole Synopsys engineering suite into CUDA workloads a huge new TAM for NVIDIA GPUs"  
[X Link](https://x.com/The_AI_Investor/status/1995520301179056375)  2025-12-01T15:48Z 69.1K followers, 17.7K engagements


"Read the news:"  
[X Link](https://x.com/The_AI_Investor/status/1995520370414374921)  2025-12-01T15:48Z 69K followers, 2238 engagements


"Dylan Patel said TCO doesnt include performance Lol that's why I said they used the FAKE TCO for TPU vs GPU from the beginning. The articles fundamental flaw is treating TCO as cost per chip when TCO is actually cost per unit of useful output"  
[X Link](https://x.com/The_AI_Investor/status/1995678699308679362)  2025-12-02T02:17Z 69K followers, 32.2K engagements


"I disagree with CRMs Marc Benioff on this. I think the opposite will happen. The frontier LLM race is intense and there may be a few winners with moats so strong that breaking in becomes almost impossible much like Google Search. I wrote more about this here:"  
[X Link](https://x.com/The_AI_Investor/status/1997158249364173212)  2025-12-06T04:16Z 69.1K followers, 15.3K engagements


"APP CEO: analyzed TPUs for their use cases and was not economical to use over $nvda chips given necessary modification work. So $APP CEO didnt read the valuable TCO report from SA Weird Tech CEOs like to waste money they must be dump at math Ask Dylan Patel for advices guys. The king is the king for a reason"  
[X Link](https://x.com/The_AI_Investor/status/1997439185167200320)  2025-12-06T22:53Z 69.1K followers, 20.3K engagements


"@Matans8442 too bad i thought nvda should go up every day"  
[X Link](https://x.com/The_AI_Investor/status/1998534822331838917)  2025-12-09T23:26Z 69K followers, XX engagements


"Nvidia Analyst price target upgrades roughly XX% increase street high is now at $350"  
[X Link](https://x.com/The_AI_Investor/status/1991524500740141331)  2025-11-20T15:10Z 69.1K followers, 12.8K engagements


"Top ten largest companies by market capitalization. $GOOGL is only XX% behind $NVDA Aside from Saudi Aramco which stock will perform the best over the next year"  
[X Link](https://x.com/The_AI_Investor/status/1993529036660982197)  2025-11-26T03:55Z 69.1K followers, 8416 engagements


"Elon - "I think Google is gonna be pretty valuable in the future. They've laid the groundwork for an immense amount of value creation from an AI standpoint. Nvidia is obvious at this point." What did he mean by "Nvidia is obvious at this point""  
[X Link](https://x.com/The_AI_Investor/status/1995244595064779149)  2025-11-30T21:32Z 69.1K followers, 492.9K engagements


""In the next 6-7 years you are going to see a bunch of small nuclear reactors. we will ALL be power generators just like somebody's farm." What stocks/companies benefit the most from this"  
[X Link](https://x.com/The_AI_Investor/status/1996416934435516723)  2025-12-04T03:11Z 69.1K followers, 396.5K engagements


"Wow GPT XXX Market is going to be crazy again about OpenAI"  
[X Link](https://x.com/The_AI_Investor/status/1997068425294684579)  2025-12-05T22:19Z 69.1K followers, 116.5K engagements


""The most important thing in the next 3-4 years is data centers in space" Wow this is so good. Gavin explained it really well here. Elon talked about it Sundar talked about it Jensen talked about it. Its happening. The coolest thing is that as AI becomes cheaper and provides a better experience people will use it more. New use cases will show up and many companies will benefit from it. NVDA can sell more chips SpaceX can offer more services to set up data centers in space including Starlink. xAI and other frontier labs will sell more inference. The future is exciting. "The most important"  
[X Link](https://x.com/The_AI_Investor/status/1998546992310452409)  2025-12-10T00:15Z 69.1K followers, 39.2K engagements


"A lot of zeros 😂"  
[X Link](https://x.com/The_AI_Investor/status/1998620440516784589)  2025-12-10T05:07Z 69.1K followers, 4207 engagements


"The most important thing thats going to happen in the world in the next 3-4 year is data centers in space Which company would profit the most if this happens at scale in the next few years"  
[X Link](https://x.com/The_AI_Investor/status/1998667621508800572)  2025-12-10T08:14Z 69.1K followers, 11.3K engagements


"Everyone thinks NVDA GPUs are expensive until they have figured out the ROIC correctly. "We'll see the first models trained on Blackwell in early 2026. I think the first Blackwell model will come from xAI because they build the data centers the fastest. The GB300 is a great chip. It is drop-in compatible in every way with those GB200 racks and the companies that use the GB300s -- they're going to be the low cost producer of tokens. I think this has pretty profound implications because it has to change Google's strategic calculus.""  
[X Link](https://x.com/The_AI_Investor/status/1998867021317234984)  2025-12-10T21:26Z 69.1K followers, 29.6K engagements


"I wouldn't be surprised if ORCL went up today because of much higher RPO and new deals and the genius SA team may have called it"  
[X Link](https://x.com/The_AI_Investor/status/1998942881034445051)  2025-12-11T02:28Z 69.1K followers, 11.6K engagements


"The AI Investor portfolio performance vs $QQQ and $BRK in the past X years. Ive outperformed nearly every other portfolio since the AI boom began. Proud to have beaten Warren Buffett by a wide margin short duration or not its still a great accomplishment"  
[X Link](https://x.com/The_AI_Investor/status/1985039501820137615)  2025-11-02T17:41Z 69.1K followers, 33.6K engagements


"DEUTSCHE BANK REITERATES BUY ON ORACLE SAYS EVEN BEAR CASE LOOKS BULLISH Deutsche Bank reaffirmed its Buy rating and $XXX price target on Oracle. Analyst Brad Zelnick says recent stock weakness and concerns about AI capacityespecially around OpenAIare overstated. Zelnicks analysis shows that even excluding OpenAI-related revenue Oracles FY30 EPS would fall only from $XX to about $XX and free cash flow from $41B to $31B. Based on todays $XXX share price he argues the market is giving Oracle little to no credit for its OpenAI business. Even after accounting for potential lease burdens tied to"  
[X Link](https://x.com/The_AI_Investor/status/1993692524192698589)  2025-11-26T14:45Z 69.1K followers, 6929 engagements


"What's the best founder-led AI stock to buy now"  
[X Link](https://x.com/The_AI_Investor/status/1995245192618901577)  2025-11-30T21:34Z 69.1K followers, 8983 engagements


"Michael Burry is now attacking $TSLA and Elon all in cult"  
[X Link](https://x.com/The_AI_Investor/status/1995702807555703110)  2025-12-02T03:53Z 69.1K followers, 41.7K engagements


"Stifel on $ALAB: 'fears are misplaced' Buy PT $XXX At AWS re:Invent AMZN announced the company is partnering with NVDA to integrate NVLink Fusion into Trainium X XPU deployments. AMZN also talked about integrating NVLink Fusion into its Graviton custom CPUs and Nitro networking chips. In response ALAB reversed an initial morning increase (likely on read-throughs from strong CRDO beat & raise covered here) declining more than -XX% in the Tuesday trading session. Our view is that investors were spooked by the AWS/NVDA tie-up with concerns that ALABs switch opportunity disappears in an NVLink"  
[X Link](https://x.com/The_AI_Investor/status/1996243425394647049)  2025-12-03T15:41Z 69.1K followers, 6905 engagements


"Bloomberg: Nvidia is poised for a major lobbying win after lawmakers excluded a proposal from the upcoming defense bill that would have restricted sales of advanced AI chips to China and other US adversaries. The GAIN AI Act would have required chipmakers like Nvidia and AMD to prioritize US customers before selling to embargoed countries. Although some lawmakers pushed to attach it to the must-pass defense package a person familiar with the bill says it wont be included though last-minute changes remain possible"  
[X Link](https://x.com/The_AI_Investor/status/1996300876047429640)  2025-12-03T19:29Z 69.1K followers, 10.1K engagements


"Probably a wrong trade OpenAI vs Google vs xAI vs Anthropic"  
[X Link](https://x.com/The_AI_Investor/status/1996406465691857325)  2025-12-04T02:29Z 69.1K followers, 9375 engagements


"$TSLA would be up XXX% if Elon gives some great revenue or earnings guidance for the next XX months"  
[X Link](https://x.com/The_AI_Investor/status/1997472770100265413)  2025-12-07T01:06Z 69.1K followers, 9665 engagements


"@michaeljburry Disagreed. I think OpenAI has a strong data moat and will remain one of the top AI winners. Wrote more about the LLM race and OpenAIs $1.4T compute deal here:"  
[X Link](https://x.com/The_AI_Investor/status/1997476880531034349)  2025-12-07T01:22Z 69.1K followers, 3177 engagements


"We just got great news today that the Trump administration will allow NVDA to sell H200 chips to China. Jensen previously suggested the China AI compute market is about $50bn and Nvidia went from XX% share to X% after the export restrictions. So this is definitely great news for NVDA. I've revised my $NVDA valuation model and price targets as below"  
[X Link](https://x.com/The_AI_Investor/status/1998239532395749757)  2025-12-09T03:53Z 69.1K followers, 5885 engagements


"It would be iconic if the trend of NVIDIA-exposed infrastructure stocks and TPU-exposed infrastructure stocks reversed right when the SA's TPUv7 Swing at the King article was published. What's the lesson to learn from here for AI investors"  
[X Link](https://x.com/The_AI_Investor/status/1998271028947042361)  2025-12-09T05:58Z 69.1K followers, 5230 engagements


"My latest NVDA price targets:"  
[X Link](https://x.com/The_AI_Investor/status/1998271147364979131)  2025-12-09T05:59Z 69.1K followers, 2298 engagements


"SK Hynix is pushing a plan to list its treasury shares on the U.S. stock market in the form of American Depositary Receipts (ADRs). This decision stems from the judgment that if ADRs are traded in the U.S. market the company's value can be re-evaluated to levels comparable to competitors such as Micron"  
[X Link](https://x.com/The_AI_Investor/status/1998407459866554717)  2025-12-09T15:00Z 69.1K followers, 15.7K engagements


"Accenture and Anthropic today announced a major expansion of its partnership to help enterprises move from AI pilots to full-scale deployment. The companies are forming the Accenture Anthropic Business Groupwith approximately 30000 professionals to receive traininga major investment in talent solutions and go-to-market capability. The companies will also launch a new joint offering for CIOs to scale AI-powered software development and will co-develop solutions for regulated industries including financial services life sciences healthcare and public sector"  
[X Link](https://x.com/The_AI_Investor/status/1998408752702112207)  2025-12-09T15:05Z 69.1K followers, 3749 engagements


"Yes X years ago many people were still very skeptical that AI can actually do useful things. "Sam Altman says the real risk is speed because this technology is only three years old and already the fastest adopted in history. What can cure diseases can also be misused and the tension rises when jobs change faster than society can adapt. New jobs will come but not necessarily at the pace of disruption. The problem is not AI it is having no timetoabsorbit.""  
[X Link](https://x.com/The_AI_Investor/status/1998409869217366079)  2025-12-09T15:10Z 69.1K followers, 6596 engagements


"Join AI Investor community for the cost of a cup of coffee. We discuss NVDA and other AI stocks daily"  
[X Link](https://x.com/The_AI_Investor/status/1998565306315194565)  2025-12-10T01:27Z 69.1K followers, 3095 engagements


"Wow November AI server boom: - Wistron: NT$280.6B (US$9.2B) +195% YoY +51.6% MoM - Quanta: NT$192.9B +36.5% YoY +11.4% MoM - Wiwynn: NT$96.9B +159% YoY +6.2% MoM Michael Burry must be busy fighting the $NVDA bull trend"  
[X Link](https://x.com/The_AI_Investor/status/1998224618432381193)  2025-12-09T02:54Z 69.1K followers, 21.4K engagements


"Meanwhile they cant buy enough NVDA GPUs"  
[X Link](https://x.com/The_AI_Investor/status/1998429315784929756)  2025-12-09T16:27Z 69.1K followers, 21.4K engagements


"Lol Ive been posting about this dummy NVDA stock thats so dead and cant innovate like Walmart and Costco. Funny how the forward PE is compressed yet the stock is one of the best-performing mega caps if not the best. Why is that"  
[X Link](https://x.com/The_AI_Investor/status/1998606799558385865)  2025-12-10T04:12Z 69.1K followers, 15.3K engagements


"If you had to remove one company from the top nine mega tech firms which one would it be Id drop the one with the weakest moat"  
[X Link](https://x.com/The_AI_Investor/status/1998627708926878136)  2025-12-10T05:35Z 69.1K followers, 28.2K engagements


"@osarood "the top nine mega tech firms" so it doesn't include saudi aramco"  
[X Link](https://x.com/The_AI_Investor/status/1998637272426754526)  2025-12-10T06:13Z 69.1K followers, XXX engagements


"@TransitoryInfl why meta pretty strong data/network moats"  
[X Link](https://x.com/The_AI_Investor/status/1998665962128892207)  2025-12-10T08:07Z 69.1K followers, 1558 engagements


"People think Im frustrated with NVDAs stock price when I comment on the FUD. Im not. Im happy even if it stays flat for the next few months. Why Because I sold options and time is on my side. My community members know this"  
[X Link](https://x.com/The_AI_Investor/status/1998840024754721202)  2025-12-10T19:39Z 69.1K followers, 5154 engagements


"Oracle - "RPO increased by $XX billion in Q2 up XX% sequentially to $XXX billion highlighted by new commitments from Meta NVIDIA and others. Doug Kehring"  
[X Link](https://x.com/The_AI_Investor/status/1998869465459790120)  2025-12-10T21:36Z 69.1K followers, 7184 engagements


"Can people stop sharing stupid shocking news to get more engagements Who share The mis info report about this Deepseek Blackwell none sense X should have some algorithms to punish those accounts and demote them in future"  
[X Link](https://x.com/The_AI_Investor/status/1998870399787184222)  2025-12-10T21:40Z 69.1K followers, 9055 engagements


"Oracle - Q2 GAAP Earnings per Share up XX% to $XXXX ORCL is the only new AI cloud tied to OpenAI that actually has real earnings"  
[X Link](https://x.com/The_AI_Investor/status/1998877952466104372)  2025-12-10T22:10Z 69.1K followers, 6192 engagements


"Dude think they called ORCL XXXX% move like $60b in market cap because of some delay Stock investing made simple 😂"  
[X Link](https://x.com/The_AI_Investor/status/1998932900142629128)  2025-12-11T01:48Z 69.1K followers, 25.2K engagements


"AVGO earnings are tomorrow and it will be interesting to see how many new ASIC customers Hock Tan announces. This is my article counter for SemiAnalysis's article about TPUv7 Google Takes a Swing at the King. I consider it FUD about NVDA"  
[X Link](https://x.com/The_AI_Investor/status/1998999454649823469)  2025-12-11T06:13Z 69.1K followers, 5672 engagements


"Taiwans Big X AI server makers November revenue: Foxconn NT$844.3 billion +25.5% year-on-year Wistron NT$280.6 billion +194.6% Quanta NT$192.9 billion +36.5% Wiwynn NT$96.9 billion +158.6% Inventec NT$52.2 billion -XXXX% Gigabyte NT$30.7 billion +38.2%"  
[X Link](https://x.com/The_AI_Investor/status/1999026146063651150)  2025-12-11T07:59Z 69.1K followers, 10.2K engagements


"If TPUs are so much cheaper than Nvidia GPUs why do GCP customers still use a lot of GPUs and Google is still buying large amounts of Nvidia GPUs"  
[X Link](https://x.com/The_AI_Investor/status/1994915379949572395)  2025-11-29T23:44Z 69.1K followers, 77.1K engagements


"So bad. Now he can spread $NVDA FUD without my criticism. 😂"  
[X Link](https://x.com/The_AI_Investor/status/1995860620491784383)  2025-12-02T14:20Z 69.1K followers, 18.9K engagements


"Analysts expect Nvidia to generate $96.85B in free cash flow this year and an extraordinary $576B over the next three years. NVDA looks to own a bit of everything AI in future. New deals announced recently: $2B stake in Synopsys $1B stake in Nokia $5B investment in Intel $10B investment in Anthropic $100B commitment to buy OpenAI shares over multiple years (no final agreement yet) per CFO Colette Kress"  
[X Link](https://x.com/The_AI_Investor/status/1996594958523142294)  2025-12-04T14:58Z 69.1K followers, 38.6K engagements


"And Cursor xAI CoreWeave NBIS APLD RXRX WRD"  
[X Link](https://x.com/The_AI_Investor/status/1996607199762645456)  2025-12-04T15:47Z 69.1K followers, 2605 engagements


"CoreWeave is building for capacity that customers are committing for X years of use. It is building to demand and struggling to keep up. Pricing on older products holding firm. The company is virtually sold out still on older generations Ampere Hopper and L40. It had a 10000+ H100 cluster approach expiration and was recontracted out for a longer time period within X% of the pricing from a few years ago since the customer still saw good ROl on that good compute"  
[X Link](https://x.com/The_AI_Investor/status/1996668211086152009)  2025-12-04T19:49Z 69.1K followers, 17.8K engagements


"NVDA will reach $20T in market cap by 2030"  
[X Link](https://x.com/The_AI_Investor/status/1996698224351182992)  2025-12-04T21:48Z 69.1K followers, 31.5K engagements


"$NVDA hype case: $XX trillion market capital Jensen Huang projected global AI infrastructure spending of $X trillion to $X trillion by the end of the decade. Nvidia CFO Colette Kress at the UBS conference just reiterated the same $X to $X trillion figure by 2030. If Jensen is right and if $NVDA gets XX percent of the market its not impossible to reach $XXX to $X trillion in annual revenue. At 15x sales NVDA could be worth $XX to $XX trillion"  
[X Link](https://x.com/The_AI_Investor/status/1996774777911206336)  2025-12-05T02:52Z 69.1K followers, 18.9K engagements


"The craziest thing about $NVDA is that the stock has been flat ever since Jensen shared the $500B in booked demand through 2026 and has added even more to that with new deals. If this were any other stock it would probably be up at least XX% by now"  
[X Link](https://x.com/The_AI_Investor/status/1997388668739223988)  2025-12-06T19:32Z 69.1K followers, 264.1K engagements


"Scary not sure if we will like this future"  
[X Link](https://x.com/The_AI_Investor/status/1997684916256219380)  2025-12-07T15:09Z 69.1K followers, 37.5K engagements


"Crazy Elon talked about 100TW/year of AI and a Kardashev II civilization. Looks like were still too early in AI and in the not-too-distant future we might look back on todays NVDA bubble fears as ridiculous. At $40B per GW a system that ultimately requires XXX TW of continuous power implies about $X quadrillion of capex. "Satellites with localized AI compute where just the results are beamed back from low-latency sun-synchronous orbit will be the lowest cost way to generate AI bitstreams in X years. And by far the fastest way to scale within X years because easy sources of electrical power"  
[X Link](https://x.com/The_AI_Investor/status/1997728038482583747)  2025-12-07T18:00Z 69.1K followers, 36.8K engagements


"BREAKING: the US Department of Commerce will soon allow the export of powerful Nvidia GPUs that are roughly XX months behind its most advanced offerings semafor reported. This if true will open up $50bn (and growing) market opportunity per year for $NVDA"  
[X Link](https://x.com/The_AI_Investor/status/1998095044633649357)  2025-12-08T18:19Z 69.1K followers, 23.2K engagements


"How XXX execs at US enterprises use generative AI. GenAI has captured X% of software spend at $37B growing 3.2x YoY. Investments are coming to fruition and buyers are seeing results. This is exactly where the ROI is happening. The data is close to OpenAI and Anthropics revenue growth rates"  
[X Link](https://x.com/The_AI_Investor/status/1998550305470906782)  2025-12-10T00:28Z 69.1K followers, 23.5K engagements


"Judging from the order distribution the demand from GPU and ASIC customers in 2026-2027 will exceed expectations. NVIDIA continues to book more than half of TSMC's CoWoS capacity Broadcom and AMD account for second and third place respectively and MediaTek will officially enter the ASIC competition in 2026. TSMC's monthly production capacity is expected to reach approximately 127000 wafers by the end of 2026 while non-TSMC companies which originally projected a monthly capacity of approximately 26000 wafers by the end of 2026 have now increased to 40000 wafers. NVIDIA continues to book more"  
[X Link](https://x.com/The_AI_Investor/status/1998605162600858031)  2025-12-10T04:06Z 69.1K followers, 12.6K engagements


"@osarood it wasn't counted in the top9"  
[X Link](https://x.com/The_AI_Investor/status/1998635750032814221)  2025-12-10T06:07Z 69.1K followers, 1846 engagements


"China has reportedly called emergency meetings with Alibaba ByteDance and Tencent to size demand for Nvidias $NVDA H200 AI chips. My guess demand would be insane the question is how they would say or do it"  
[X Link](https://x.com/The_AI_Investor/status/1998793180821729437)  2025-12-10T16:33Z 69.1K followers, 21.4K engagements


"Data centers in space: Elon and Jensen share the vision that in less than five years the lowest-cost way to run AI compute will be in space. With minimal cooling needs no storage requirements cheaper solar power and massive scale space makes AI compute far cheaper"  
[X Link](https://x.com/The_AI_Investor/status/1998906581178798441)  2025-12-11T00:04Z 69.1K followers, 7094 engagements


"As SemiAnalysis published an article comparing Googles TPU to Nvidias GPU the free section is overwhelmingly negative toward Nvidia while the short paid section is more bullish claiming Rubin will outperform TPU8. Then we have another article about AWS Trainium3. Both of them showed lower TCO vs NVDA's GPUs. Since I consider this FUD about NVDA as you can't have TCO alone Ive published a free article so everyone can read it and come to your own conclusion. Read it below"  
[X Link](https://x.com/The_AI_Investor/status/1999008500731572592)  2025-12-11T06:49Z 69.1K followers, 8927 engagements


"BofA on $NVDA (Buy PT $275): next-gen Vera Rubin is on track for 2H26 with no change to roadmap pre-fill inference CPX version also on track for Q426; NVDA GPUs remain a full generation ahead of competition given NVDAs key competitive advantage is its co-design with customers with an end-to-end platform of CPUs GPUs scale-up scale-out scale-across and software (CUDA library) something no others can replicate; Analyst: Vivek Arya"  
[X Link](https://x.com/The_AI_Investor/status/1999146696471695608)  2025-12-11T15:58Z 69.1K followers, 6372 engagements