[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.] #  @The_AI_Investor The AI Investor The AI Investor posts on X about nvda, $nvda, china, xai the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXXXX engagements in the last XX hours. ### Engagements: XXXXXXX [#](/creator/twitter::1307411656784277504/interactions)  - X Week XXXXXXXXX +60% - X Month XXXXXXXXX +16% - X Months XXXXXXXXXX +31% - X Year XXXXXXXXXX +60% ### Mentions: XX [#](/creator/twitter::1307411656784277504/posts_active)  - X Week XXX +60% - X Month XXX +98% - X Months XXXXX +17% - X Year XXXXX +33% ### Followers: XXXXXX [#](/creator/twitter::1307411656784277504/followers)  - X Week XXXXXX +0.68% - X Month XXXXXX +1.80% - X Months XXXXXX +18% - X Year XXXXXX +88% ### CreatorRank: XXXXXX [#](/creator/twitter::1307411656784277504/influencer_rank)  ### Social Influence [#](/creator/twitter::1307411656784277504/influence) --- **Social category influence** [finance](/list/finance) #986 [stocks](/list/stocks) #1496 [technology brands](/list/technology-brands) #5731 [countries](/list/countries) XXX% [automotive brands](/list/automotive-brands) #3131 [celebrities](/list/celebrities) XXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [fashion brands](/list/fashion-brands) XXXX% [exchanges](/list/exchanges) XXXX% [travel destinations](/list/travel-destinations) XXXX% **Social topic influence** [nvda](/topic/nvda) #9, [$nvda](/topic/$nvda) #17, [china](/topic/china) #899, [xai](/topic/xai) 4.35%, [$googl](/topic/$googl) #1086, [stocks](/topic/stocks) 3.73%, [tesla](/topic/tesla) #290, [meta](/topic/meta) 3.11%, [$tsla](/topic/$tsla) #48, [market cap](/topic/market-cap) XXXX% **Top accounts mentioned or mentioned by** [@marketinvestorx](/creator/undefined) [@lsi1123](/creator/undefined) [@darkseidzz](/creator/undefined) [@lovetesla2030](/creator/undefined) [@osarood](/creator/undefined) [@johnalden47](/creator/undefined) [@jenhsunhuangsol](/creator/undefined) [@beth_cronk](/creator/undefined) [@f821836](/creator/undefined) [@dorse054](/creator/undefined) [@wilsonsilva90](/creator/undefined) [@aifuturetechguy](/creator/undefined) [@teslabull10t](/creator/undefined) [@007ofwallst](/creator/undefined) [@frankprosendahl](/creator/undefined) [@flyingfishtrump](/creator/undefined) [@sensei0701](/creator/undefined) [@ivleaguetrader](/creator/undefined) [@davidri24012971](/creator/undefined) [@jaijungkim](/creator/undefined) **Top assets mentioned** [NVIDIA Corp. (NVDA)](/topic/$nvda) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Tesla, Inc. (TSLA)](/topic/tesla) [Dell Technologies, Inc. (DELL)](/topic/dell) [Palantir (PLTR)](/topic/$pltr) [Metadium (META)](/topic/$meta) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [Bull Market (BULL)](/topic/$bull) [Mario Coin (COIN)](/topic/$coin) [Applovin Corporation (APP)](/topic/$app) [Oracle Corporation (ORCL)](/topic/$orcl) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Coinbase Global, Inc. (COIN)](/topic/coinbase) [Block, Inc. (XYZ)](/topic/$xyz) [4 (FOUR)](/topic/$four) [Etoro (ETOR)](/topic/$etor) [Lemonade, Inc. (LMND)](/topic/$lmnd) [Snowflake, Inc. (SNOW)](/topic/$snow) [Accenture (ACN)](/topic/$acn) [Cream (CRM)](/topic/$crm) [Now Coin (NOW)](/topic/$now) [Taiwan Semiconductor (TSM)](/topic/taiwan-semiconductor) [Microsoft Corp. (MSFT)](/topic/microsoft) [Bitcoin (BTC)](/topic/bitcoin) [Cisco Systems Inc (CSCO)](/topic/$csco) [Goldman Sachs (GS)](/topic/goldman-sachs) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Advanced Micro Devices (AMD)](/topic/$amd) ### Top Social Posts [#](/creator/twitter::1307411656784277504/posts) --- Top posts by engagements in the last XX hours "What is the #1 reason you think why Google cant win the AI frontier race Google vs xAI vs OpenAI vs Meta vs Anthropic va Mistral AI"  [@The_AI_Investor](/creator/x/The_AI_Investor) on [X](/post/tweet/1931188803609530743) 2025-06-07 03:17:45 UTC 58.9K followers, 15.1K engagements "Jensen Huang - The US lost the 5G wave through technology and policy. The computer industry is America's national treasure and no way the US is going to lose it"  [@The_AI_Investor](/creator/x/The_AI_Investor) on [X](/post/tweet/1945182853878169973) 2025-07-15 18:05:06 UTC 58.9K followers, 35.9K engagements "Anyone else notice that Zacks Equity Research posts often feel low quality almost like spam or AI-generated content"  [@The_AI_Investor](/creator/x/The_AI_Investor) on [X](/post/tweet/1943694845974839735) 2025-07-11 15:32:18 UTC 58.8K followers, 4952 engagements ""Gemini XXX Pro and Deep Search are rolling out in AI Mode to help with more complex questions and research - available now to Google AI Pro/Ultra subscribers. Plus a new agentic capability directly in Search: AI-powered calling to local businesses rolling out to all users in the US." While Gemini is now considered the best model with all of the data app and execution it's really hard for me to believe that anyone can break Google. (OpenAI Perplexity etc.) (My opinion may change according to new data)"  [@The_AI_Investor](/creator/x/The_AI_Investor) on [X](/post/tweet/1945534665957544116) 2025-07-16 17:23:05 UTC 58.9K followers, 6380 engagements "NVIDIA has just made history as the first company ever to hit a $X trillion market cap an absolutely insane milestone. Congrats to all $NVDA shareholders especially members of the AI Investor community with highly concentrated NVDA positions. Looking back shifting from an all-in $TSLA position to all-in $NVDA has clearly paid off though holding through constant ATHs and endless FUD hasnt been easy. Special thanks to the community that keeps me motivated to write. Reaching XXX posts including over XXX articles on NVDA in just over a year is something Im truly proud of"  [@The_AI_Investor](/creator/x/The_AI_Investor) on [X](/post/tweet/1942971819365208145) 2025-07-09 15:39:15 UTC 58.9K followers, 30.6K engagements "Someone created a great list of founder-led stocks. Jensen has led NVIDIA for over XX years quite remarkable"  [@The_AI_Investor](/creator/x/The_AI_Investor) on [X](/post/tweet/1940579825376489512) 2025-07-03 01:14:19 UTC 58.9K followers, 363.3K engagements "$MSFTs next AI chip is delayed X months falling further behind $NVDA due to longer-than-expected design time. This is what Jensen said about ASICs at GTC Paris Analyst session"  [@The_AI_Investor](/creator/x/The_AI_Investor) on [X](/post/tweet/1938616803342880789) 2025-06-27 15:13:58 UTC 58.9K followers, 31.8K engagements "Foxconn AI Server Orders Booming - Orders are visible through 2027; - Large overseas AI projects worth tens of billions of USD will definitely involve Hon Hai - Orders are not the problemproduction capacity is the real challenge $NVDA"  [@The_AI_Investor](/creator/x/The_AI_Investor) on [X](/post/tweet/1937333706110488686) 2025-06-24 02:15:24 UTC 58.9K followers, 16.2K engagements "BNP Paribas upgraded Arm to Outperform from Neutral and raised its price target to $XXX citing growing influence in the ASIC market. $ARM is up XX% YTD"  [@The_AI_Investor](/creator/x/The_AI_Investor) on [X](/post/tweet/1945537982280470990) 2025-07-16 17:36:15 UTC 58.9K followers, 10.5K engagements "Insane AI compute invesment from $META Zuck just posted minutes ago: "For our superintelligence effort I'm focused on building the most elite and talent-dense team in the industry. We're also going to invest hundreds of billions of dollars into compute to build superintelligence. We have the capital from our business to do this. SemiAnalysis just reported that Meta is on track to be the first lab to bring a 1GW+ supercluster online. 💪 We're actually building several multi-GW clusters. We're calling the first one Prometheus and it's coming online in '26. We're also building Hyperion which"  [@The_AI_Investor](/creator/x/The_AI_Investor) on [X](/post/tweet/1944785931485241647) 2025-07-14 15:47:53 UTC 58.9K followers, 46.9K engagements "Hi all Nvidia closed today with a market valuation above $4T. Its been a wild run since the April low. Just shared my portfolio review a few new trades and some updates on $NVDA demand. Enjoy reading"  [@The_AI_Investor](/creator/x/The_AI_Investor) on [X](/post/tweet/1943546850255978679) 2025-07-11 05:44:13 UTC 58.8K followers, 8520 engagements "This is Trump's market 😂 Trump even mentioned $NVDA insane run. Anything can stop the AI train now"  [@The_AI_Investor](/creator/x/The_AI_Investor) on [X](/post/tweet/1943391557316735293) 2025-07-10 19:27:08 UTC 58.8K followers, 13.1K engagements "Looks like market is pricing in that $PLTR killing all enterprise software stocks $NOW $CRM $ACN $SNOW"  [@The_AI_Investor](/creator/x/The_AI_Investor) on [X](/post/tweet/1943752719816437901) 2025-07-11 19:22:16 UTC 58.9K followers, 6938 engagements "SpaceX to invest in xAI But Elon said xAI has plenty of capital"  [@The_AI_Investor](/creator/x/The_AI_Investor) on [X](/post/tweet/1944228664197234770) 2025-07-13 02:53:30 UTC 58.9K followers, 7143 engagements "Hello $NVDA bulls and bears My predictions at the low of $NVDA and extreme fear market"  [@The_AI_Investor](/creator/x/The_AI_Investor) on [X](/post/tweet/1944941973128786363) 2025-07-15 02:07:56 UTC 58.9K followers, 9332 engagements "BREAKING: Nvidia assured by our government that it can sell H-20s to China. Deliveries to be made soon"  [@The_AI_Investor](/creator/x/The_AI_Investor) on [X](/post/tweet/1944938552657371306) 2025-07-15 01:54:20 UTC 58.9K followers, 94.3K engagements "CoreWeave Leads with First Deployment of NVIDIA GB300 NVL72 In partnership with Dell Technologies Switch and Vertiv CoreWeave has deployed the industrys first NVIDIA GB300 NVL72 system. The GB300 NVL72 is a rack-scale liquid-cooled AI platform built to handle the most demanding inference workloads. It brings together XX NVIDIA Blackwell Ultra GPUs XX Arm-based NVIDIA Grace CPUs and XX NVIDIA BlueField-3 DPUs in a unified high-performance system designed for next-generation AI infrastructure"  [@The_AI_Investor](/creator/x/The_AI_Investor) on [X](/post/tweet/1940796601829937205) 2025-07-03 15:35:42 UTC 58.9K followers, 19K engagements "Jensen - AI is a great equalizer AI will boost productivity across every industry and transform the world thats no longer in question. The only question now is: how fast"  [@The_AI_Investor](/creator/x/The_AI_Investor) on [X](/post/tweet/1943437035873931640) 2025-07-10 22:27:51 UTC 58.9K followers, 12.1K engagements "@lovetesla2030 could be true but the problem with Tesla thesis is that there is no timing attached to it. anyone can say this practically at time"  [@The_AI_Investor](/creator/x/The_AI_Investor) on [X](/post/tweet/1945286020439629863) 2025-07-16 00:55:03 UTC 58.9K followers, XXX engagements "I like Perplexity and its CEO @AravSrinivas but lets not forget; many small startups that turned down buyouts were eventually crushed by the big players. Only a few won. What are the main reasons Perplexity could win over Alphabet"  [@The_AI_Investor](/creator/x/The_AI_Investor) on [X](/post/tweet/1945250867491561836) 2025-07-15 22:35:22 UTC 58.9K followers, 6695 engagements "Interesting insights from AI talent war: Top AI researchers want the most compute this compute race seems to go on for much longer than even the $NVDA bulls expected"  [@The_AI_Investor](/creator/x/The_AI_Investor) on [X](/post/tweet/1944937599971549445) 2025-07-15 01:50:33 UTC 58.9K followers, 26.8K engagements "The AI frontier race is so intense Grok X is now the leader quite an accomplishment for a short period of time. Meanwhile $NVDA is on the league of its own in AI infra"  [@The_AI_Investor](/creator/x/The_AI_Investor) on [X](/post/tweet/1943306591127900565) 2025-07-10 13:49:30 UTC 58.9K followers, 18K engagements "Jensen on making American AI tech stack available all over the world and that Chinese military doesn't need Nvidia for AI compute"  [@The_AI_Investor](/creator/x/The_AI_Investor) on [X](/post/tweet/1944650809414689013) 2025-07-14 06:50:57 UTC 58.9K followers, 8951 engagements "Fun fact: I think I read more about $TSLA to 10x than $NVDA to 5x in the last few years. $NVDA is quietly doing what $TSLA was expected to do"  [@The_AI_Investor](/creator/x/The_AI_Investor) on [X](/post/tweet/1944951391589712383) 2025-07-15 02:45:21 UTC 58.9K followers, 92.3K engagements "Important message that David Sacks addressed about winning the AI race I think for the 1st time that is to have American companies like Nvidia to have majority of global market instead of Chinese ones like Huawei. Jensen now has the conditions to win"  [@The_AI_Investor](/creator/x/The_AI_Investor) on [X](/post/tweet/1945308021502161153) 2025-07-16 02:22:29 UTC 58.9K followers, 60.6K engagements "xAI in talks to lease several gigawatts of data center capacity in Saudi Arabia Bloomberg News reports The Elon's startup is in discussion with two potential partners: Humain and another company building a smaller but more immediately available 200-megawatt facility. Simple math for Jensen: 1Gw $40-$50bn $NVDA revenue"  [@The_AI_Investor](/creator/x/The_AI_Investor) on [X](/post/tweet/1945536520263537104) 2025-07-16 17:30:27 UTC 58.9K followers, 9881 engagements "Just published my latest update on $NVDA now factoring in Chinas reopening to H20 sales. Ive revised my 1-year price target but could still be conservative given Chinas massive AI potential. Check it out on Patreon or X Subs"  [@The_AI_Investor](/creator/x/The_AI_Investor) on [X](/post/tweet/1944988365738127675) 2025-07-15 05:12:17 UTC 58.9K followers, 1790 engagements "Google just made a huge deal with Windsurf. Instead of buying the whole company Google is paying around $XXX billion to hire Windsurf's CEO and top AI talent to join its DeepMind team. They also get a license to use Windsurf's cool AI coding technology. The wild part is this all happened right after a deal for OpenAI to buy Windsurf fell through"  [@The_AI_Investor](/creator/x/The_AI_Investor) on [X](/post/tweet/1944634862264287699) 2025-07-14 05:47:35 UTC 58.9K followers, 9329 engagements "Masayoshi Son is teaming up with Taiwan Semiconductor to develop a massive $X trillion industrial park in Arizona and hes courting Trumps support. The goal is to bring chip fabrication and robot production back to the U.S. $NVDA"  [@The_AI_Investor](/creator/x/The_AI_Investor) on [X](/post/tweet/1936605202603516349) 2025-06-22 02:00:35 UTC 58.9K followers, 15.8K engagements "$NVDA is now trading at $XXX about $4.2T market valuation I think I was the only one predicting Nvidia to hold on to H20 inventory to sell later in China. X months ago on our discord's nvda channel: "I can't wrap my head around the earlier report that the CFO said Nvidia can't easily sell the H20 elsewhere. Some speculation: The ban is temporary and Nvidia knew it. Jensen flew to China to offer reassurance and as a messenger for Trump to tell the Chinese not to take Trump's words personally and to come to the negotiating table. Nvidia is likely holding onto inventory to sell later in China.""  [@The_AI_Investor](/creator/x/The_AI_Investor) on [X](/post/tweet/1944973508196622785) 2025-07-15 04:13:14 UTC 58.9K followers, 40.8K engagements "BofA Securities raised its price target on Nvidia (NVDA) to $XXX from $XXX maintaining a Buy rating. - The increase is driven by the sales potential of Nvidia's H20 chips being shipped to China. - BofA projects a $4-6 billion quarterly shipment run-rate to China in the second half of 2025 but expects it to be flat in 2026 due to US restrictions and rising local competition. - China's share of the global AI accelerator market is expected to decline from XX% in 2025 to as low as X% over time"  [@The_AI_Investor](/creator/x/The_AI_Investor) on [X](/post/tweet/1945313721213231393) 2025-07-16 02:45:07 UTC 58.9K followers, 16.6K engagements "How my portfolio went parabolic thanks to AI. Toward the end of 2022 I went all-in on $TSLA. The market was pricing it purely based on its core business while all the AI optionality came essentially for free. I was the AI Investor and getting real world AI for free Then Teslas car demand collapsed AI wasnt yet generating serious revenue and I began to realize just how massive the GenAI cycle could become and we were still at the very beginning. By May 2023 $NVDA was hitting new all-time highs. There was widespread skepticism with many comparing it to Cisco during the dot-com bubble. But the"  [@The_AI_Investor](/creator/x/The_AI_Investor) on [X](/post/tweet/1945559447050620972) 2025-07-16 19:01:33 UTC 58.9K followers, 16.9K engagements "10 years ago @ Nvidia GTC 2015 Jensen was all-in deep learning. $NVDA was about $XXX a share split adjusted 350x in XX years. Jensen was so much younger XX years ago boss has been working so hard thanks Jensen ❤"  [@The_AI_Investor](/creator/x/The_AI_Investor) on [X](/post/tweet/1943688203296555279) 2025-07-11 15:05:54 UTC 58.9K followers, 25.1K engagements ""they are doing crazy sh*t to get the compute" 😂 Basically everyone is doing similar things the difference would then be: - more compute faster (call Jensen $NVDA) - more realtime data ( X Meta Google ) - the network effects - talents"  [@The_AI_Investor](/creator/x/The_AI_Investor) on [X](/post/tweet/1940601754615451794) 2025-07-03 02:41:27 UTC 58.9K followers, 14.4K engagements "Yeah a good reminder for us. Go do the damn thing"  [@The_AI_Investor](/creator/x/The_AI_Investor) on [X](/post/tweet/1943114606286901481) 2025-07-10 01:06:38 UTC 58.9K followers, 9463 engagements "Looks like UBS is speculating that MediaTek is engaging with META on MTIA4. This was one of the reasons I dont really think Broadcom has unbreakable MOAT in custom ASICs. Similar story to Google's TPUs. No one wants to pay too much for Nvidia GPUs but it's also expensive not to"  [@The_AI_Investor](/creator/x/The_AI_Investor) on [X](/post/tweet/1942773355037483292) 2025-07-09 02:30:37 UTC 58.9K followers, 13.4K engagements "@JohnAlden47 why you are insisting does that change your opinion about me 😀"  [@The_AI_Investor](/creator/x/The_AI_Investor) on [X](/post/tweet/1945563466271793587) 2025-07-16 19:17:31 UTC 58.9K followers, XX engagements "Jensen on humanoid robots and China's advantages. To be honest Im a bit worried about AI becoming so advanced especially when its integrated into robots. What will most people do in the future"  [@The_AI_Investor](/creator/x/The_AI_Investor) on [X](/post/tweet/1945616242049782256) 2025-07-16 22:47:14 UTC 58.9K followers, 17.4K engagements "Top XX Assets by Market Cap Nvidia is the largest company on earth about X% bigger than the 2nd one Microsoft. Bitcoin is slightly bigger than Google. How is Broadcom bigger than both TSMC and Tesla"  [@The_AI_Investor](/creator/x/The_AI_Investor) on [X](/post/tweet/1942716554552172618) 2025-07-08 22:44:55 UTC 58.8K followers, 7951 engagements "When will Apple stop throwing ice water on the AI race Too bad ripping off customers and paying shareholders with endless buybacks and dividends seems to matter more than leading the AI revolution. P.S. Funny I'm writing this on Apple products"  [@The_AI_Investor](/creator/x/The_AI_Investor) on [X](/post/tweet/1945289009061629961) 2025-07-16 01:06:56 UTC 58.9K followers, 11.2K engagements "thanks to @gochangster David Sacks also discussed it in this interview"  [@The_AI_Investor](/creator/x/The_AI_Investor) on [X](/post/tweet/1945342162696331528) 2025-07-16 04:38:08 UTC 58.9K followers, 4838 engagements "Who brought up the $NVDA $CSCO comparison in 2023 I had to create a thread to kill it"  [@The_AI_Investor](/creator/x/The_AI_Investor) on [X](/post/tweet/1945343436787474909) 2025-07-16 04:43:12 UTC 58.9K followers, 26.7K engagements "BofA Analyst Vivek Arya Reiterates Buy on $NVDA PT $180; 1) Blackwell rack ramp and execution 2) AI diffusion and sovereign demand and 3) China AI shipments. The stocks 30x NTM P/E is attractive vs. its 5-year median of 39x with a PEG under 1.0x vs. 2.4x for the Magnificent Seven (ex-NVDA)"  [@The_AI_Investor](/creator/x/The_AI_Investor) on [X](/post/tweet/1930637331301892505) 2025-06-05 14:46:23 UTC 58.9K followers, 15.6K engagements "Patreon Concentrated Membership - See my valuation models and price targets for Nvidia Tesla and other stocks - My portfolio updates & trading plans - Frequent updates about my concentrated positions - Join member exclusive discord server"  [@The_AI_Investor](/creator/x/The_AI_Investor) on [X](/post/tweet/1944996914409422914) 2025-07-15 05:46:15 UTC 58.9K followers, 3900 engagements "Nvidia stock is now trading around $XXX with a market valuation of approximately $XXX trillion. Congrats to all $NVDA shareholders especially those in the AI Investor community for holding through the ups downs and endless FUD. You rock Join us to discuss $NVDA daily"  [@The_AI_Investor](/creator/x/The_AI_Investor) on [X](/post/tweet/1944974500199837991) 2025-07-15 04:17:11 UTC 58.9K followers, 20.2K engagements "@Networthknowing tech obviously from my old posts"  [@The_AI_Investor](/creator/x/The_AI_Investor) on [X](/post/tweet/1945564226778796273) 2025-07-16 19:20:33 UTC 58.9K followers, XXX engagements "Google announced plans to invest $XX billion over the next two years in data center and AI infrastructure across states connected to the largest electric grid in the U.S. In addition the company will allocate $X billion to upgrade two hydropower facilities in Pennsylvania to support the increasing energy demands of data centers and AI operations in the region"  [@The_AI_Investor](/creator/x/The_AI_Investor) on [X](/post/tweet/1945127605193334869) 2025-07-15 14:25:34 UTC 58.9K followers, 12.2K engagements "Hmm what did Elon actually mean It's a good conputer . but can it replace Nvidia's GPUs Elon usually uses strong words so 'good' seems like average to me"  [@The_AI_Investor](/creator/x/The_AI_Investor) on [X](/post/tweet/1944114208301625574) 2025-07-12 19:18:41 UTC 58.9K followers, 10K engagements "Goldman Sachs hyperscaler capex projection $400bn in 2027 just from $MSFT $META $GOOGL and $AMZN $NVDA bears may have to wait longer for "digestion""  [@The_AI_Investor](/creator/x/The_AI_Investor) on [X](/post/tweet/1944776463338860604) 2025-07-14 15:10:15 UTC 58.9K followers, 26.5K engagements "Elon's just killed many Tesla uberbulls main thesis. But it's now a bullish thing because . (fill it)"  [@The_AI_Investor](/creator/x/The_AI_Investor) on [X](/post/tweet/1944776779207757906) 2025-07-14 15:11:31 UTC 58.9K followers, 9256 engagements "It's quite a fasinating fact that even after billions of AI infra investment companies are still fighting the battle for more compute. $NVDA"  [@The_AI_Investor](/creator/x/The_AI_Investor) on [X](/post/tweet/1945529436121817236) 2025-07-16 17:02:18 UTC 58.9K followers, 14K engagements "My portfolio performance just hit XXXXX% YTD today. vs S&P XXX at XXXX% QQQ at X% and $NVDA at 27%"  [@The_AI_Investor](/creator/x/The_AI_Investor) on [X](/post/tweet/1945230858689958045) 2025-07-15 21:15:52 UTC 58.9K followers, 15.7K engagements "$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"  [@The_AI_Investor](/creator/x/The_AI_Investor) on [X](/post/tweet/1936453687133847942) 2025-06-21 15:58:31 UTC 58.9K followers, 24.5K engagements "$NVDA is up about XX% over the past three months. Incredibly volatile for a mega-cap"  [@The_AI_Investor](/creator/x/The_AI_Investor) on [X](/post/tweet/1942439975947231363) 2025-07-08 04:25:53 UTC 58.9K followers, 73.7K engagements "Trump to announce $XX Billion in AI and energy investments in Pennsylvania"  [@The_AI_Investor](/creator/x/The_AI_Investor) on [X](/post/tweet/1944834606655791484) 2025-07-14 19:01:18 UTC 58.9K followers, 8887 engagements "BREAKING: Zuck is reportedly trying to poach the entire xAI team by offering signing bonuses as high as $XXX million twice what he offered OpenAI employees. Elon Musk also received a $XXX million offer to replace Yann LeCun. Elon reportedly countered by asking for $X billion per year and Mark agreed with the condition that Elon can't talk politics"  [@The_AI_Investor](/creator/x/The_AI_Investor) on [X](/post/tweet/1943489233307705744) 2025-07-11 01:55:16 UTC 58.9K followers, 46.1K engagements "Michael Dell on AI infra buildout now vs Internet infra buildout before"  [@The_AI_Investor](/creator/x/The_AI_Investor) on [X](/post/tweet/1943551338442559722) 2025-07-11 06:02:03 UTC 58.8K followers, 9449 engagements "Trump announced over $XX billion in new energy and data center investments at the Pennsylvania Energy and Innovation Summit. Good news keep coming for AI Infra stocks - $NVDA"  [@The_AI_Investor](/creator/x/The_AI_Investor) on [X](/post/tweet/1945248914392637562) 2025-07-15 22:27:36 UTC 58.9K followers, 12.2K engagements "Jensen just announced that NVIDIA will begin selling H20s to the Chinese market"  [@The_AI_Investor](/creator/x/The_AI_Investor) on [X](/post/tweet/1944975270605185262) 2025-07-15 04:20:15 UTC 58.9K followers, 169.2K engagements "xAI $200bn valuation It can be bigger than Tesla at this rate"  [@The_AI_Investor](/creator/x/The_AI_Investor) on [X](/post/tweet/1943759440349696013) 2025-07-11 19:48:58 UTC 58.8K followers, 13.7K engagements "5 Taiwan server makers Foxconn Quanta Wistron Wiwynn and Inventec see Nvidia's GB300 AI shipments starting in September. $NVDA Nvidia is moving fast"  [@The_AI_Investor](/creator/x/The_AI_Investor) on [X](/post/tweet/1939475475350671497) 2025-06-30 00:06:01 UTC 58.8K followers, 21.9K engagements "Jensen explained Nvidia's Blackwell AI Factory an engineering marvel from a blank silicon wafer at TSMC to gigawatt-scale data centers like Stargate"  [@The_AI_Investor](/creator/x/The_AI_Investor) on [X](/post/tweet/1924648250654806070) 2025-05-20 02:07:55 UTC 58.9K followers, 47.7K engagements "Trump thanked Jensen and repeatedly praised Nvidia. Nvidia plans to produce up to half a trillion dollars worth of AI infrastructure in the United States through partnerships with TSMC Foxconn Wistron Amkor and SPIL"  [@The_AI_Investor](/creator/x/The_AI_Investor) on [X](/post/tweet/1911922893451321780) 2025-04-14 23:21:54 UTC 58.8K followers, 27.5K engagements "$NVDA to close at new ATH $XXX Not bad for .96 and 4.20%"  [@The_AI_Investor](/creator/x/The_AI_Investor) on [X](/post/tweet/1945185860519125423) 2025-07-15 18:17:03 UTC 58.9K followers, 16.3K engagements "Continue to disagree with Chamath about Nvidia"  [@The_AI_Investor](/creator/x/The_AI_Investor) on [X](/post/tweet/1936953691812282403) 2025-06-23 01:05:21 UTC 58.9K followers, 15.1K engagements "People frequently draw comparisons between today's NVDA chart and the CSCO chart from 2000. Let's examine what transpired. CSCO Mar 1999: - share price $XX PE: XX Forward PE: XX CSCO peak Mar 2000: - share price $XX PE: XXX Forward PE: -XXX NVDA Feb XX 2024: - share price $XXX PE: XX Forward PE: XX Now what if NVDA 2x from here in X year: - share price $1442 PE: XX Forward PE: XX Even if NVDA 2x in X year it's still cheaper than CSCO back in 2000. Also NVDA is projected to keep growing in 2025+ while CSCO declined in 2022"  [@The_AI_Investor](/creator/x/The_AI_Investor) on [X](/post/tweet/1756858859539325267) 2024-02-12 01:52:47 UTC 58.9K followers, 152.6K engagements "Yup that's why my account name is The AI Investor. May as wellbe called The NVDA Investor as NVDA is the platform of AI. $NVDA"  [@The_AI_Investor](/creator/x/The_AI_Investor) on [X](/post/tweet/1943115240100762062) 2025-07-10 01:09:09 UTC 58.9K followers, 10.6K engagements "Sam Altman: we planned to launch our open-weight model next week"  [@The_AI_Investor](/creator/x/The_AI_Investor) on [X](/post/tweet/1943843897261928941) 2025-07-12 01:24:34 UTC 58.8K followers, 9213 engagements "It's official from Nvidia's blog: "NVIDIA is filing applications to sell the NVIDIA H20 GPU again. The U.S. government has assured NVIDIA that licenses will be granted and NVIDIA hopes to start deliveries soon.""  [@The_AI_Investor](/creator/x/The_AI_Investor) on [X](/post/tweet/1944945111311462404) 2025-07-15 02:20:24 UTC 58.9K followers, 28.5K engagements "Great points brought up by @munster_gene about the importance of Nvidia in the conversations with China in order for the US to get the rare metals. AI is so important that China is willing to use older Nvidia chips as a key negociating piece"  [@The_AI_Investor](/creator/x/The_AI_Investor) on [X](/post/tweet/1945276314530775263) 2025-07-16 00:16:29 UTC 58.9K followers, 13.3K engagements "$NVDA is now trading at this year (forward) PE of XXXX and next year of XXXX It was X months ago $NVDA was XX% cheaper than the boring $WMT but people were so scared. AI Investor community members didnt fall for that bear trap"  [@The_AI_Investor](/creator/x/The_AI_Investor) on [X](/post/tweet/1943684888793923977) 2025-07-11 14:52:44 UTC 58.9K followers, 18.4K engagements "$NVDA is now trading at $XXX I think I was the only one predicting Nvidia to hold on to H20 inventory to sell later in China. X months ago on our discord's nvda channel: "I can't wrap my head around the earlier report that the CFO said Nvidia can't easily sell the H20 elsewhere. Some speculation: The ban is temporary and Nvidia knew it. Jensen flew to China to offer reassurance and as a messenger for Trump to tell the Chinese not to take Trump's words personally and to come to the negotiating table. Nvidia is likely holding onto inventory to sell later in China.""  [@The_AI_Investor](/creator/x/The_AI_Investor) on [X](/post/tweet/1944972348597395544) 2025-07-15 04:08:38 UTC 58.9K followers, 1639 engagements "Called it "China exports rare earth metals and the U.S. exports Nvidias H20 chips.""  [@The_AI_Investor](/creator/x/The_AI_Investor) on [X](/post/tweet/1945277874795163899) 2025-07-16 00:22:41 UTC 58.9K followers, 23.6K engagements "Nvidia closed at a new all-time high of $XXXXXX reaching a $X trillion valuation the first company ever to do so. When it can hit $5T mark"  [@The_AI_Investor](/creator/x/The_AI_Investor) on [X](/post/tweet/1943436258656817404) 2025-07-10 22:24:46 UTC 58.9K followers, 6484 engagements "TSMC just reported earnings. Rev of $30.7bn up XXXX% Q/Q and XXXX% Y/Y. HPC grew XX% Q/Q. The AI story continues. $NVDA"  [@The_AI_Investor](/creator/x/The_AI_Investor) on [X](/post/tweet/1945731139966255130) 2025-07-17 06:23:48 UTC 58.9K followers, 4274 engagements "It's fun to watch this podcast XXX years later $NVDA is now 2x bigger in both market cap and revenue run rate. Missing the key points may cost investoers life changing opportunities"  [@The_AI_Investor](/creator/x/The_AI_Investor) on [X](/post/tweet/1945350964120314257) 2025-07-16 05:13:07 UTC 58.9K followers, 20.9K engagements "😂 So glad Jensen isnt on social media. $NVDA"  [@The_AI_Investor](/creator/x/The_AI_Investor) on [X](/post/tweet/1942623634075574537) 2025-07-08 16:35:41 UTC 58.8K followers, 19.3K engagements "Nvidia has once again become the worlds largest company by market cap breaking out to a new all-time high. $NVDA: $XXXXXX $XXXXX T market cap. Im very happy for myself and all members of the AI Investor community. Were arguably the largest group of NVDA-concentrated shareholders and weve sat through the last year of volatility and FUD while owning arguably the best company on earth to ride the biggest tech wave ever. Join our community for the latest insights on Nvidia Tesla and AI investing. Thank you all"  [@The_AI_Investor](/creator/x/The_AI_Investor) on [X](/post/tweet/1938075756611129535) 2025-06-26 03:24:02 UTC 58.8K followers, 24.8K engagements "@eddiepugmire @KlepperCasey @RealJimChanos 😀😂"  [@The_AI_Investor](/creator/x/The_AI_Investor) on [X](/post/tweet/1945284587145584798) 2025-07-16 00:49:21 UTC 58.9K followers, XXX engagements "$TSM overnight after Q2 earnings reported"  [@The_AI_Investor](/creator/x/The_AI_Investor) on [X](/post/tweet/1945731557815460315) 2025-07-17 06:25:27 UTC 58.9K followers, 8476 engagements "$NVDA dropped to $XXX after the DeepSeek bear thesis emerged. This summary was shared by the VP of Product & Growth - AI at Dropbox though the original thesis came from a former quant investor. I offered to help but they declined so I sold and profited by selling puts and buying the dip"  [@The_AI_Investor](/creator/x/The_AI_Investor) on [X](/post/tweet/1942761220827930758) 2025-07-09 01:42:24 UTC 58.9K followers, 9732 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.]
@The_AI_Investor The AI Investor
The AI Investor posts on X about nvda, $nvda, china, xai the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXXXX engagements in the last XX hours.
Engagements: XXXXXXX #
- X Week XXXXXXXXX +60%
- X Month XXXXXXXXX +16%
- X Months XXXXXXXXXX +31%
- X Year XXXXXXXXXX +60%
Mentions: XX #
- X Week XXX +60%
- X Month XXX +98%
- X Months XXXXX +17%
- X Year XXXXX +33%
Followers: XXXXXX #
- X Week XXXXXX +0.68%
- X Month XXXXXX +1.80%
- X Months XXXXXX +18%
- X Year XXXXXX +88%
CreatorRank: XXXXXX #
Social Influence #
Social category influence finance #986 stocks #1496 technology brands #5731 countries XXX% automotive brands #3131 celebrities XXXX% cryptocurrencies XXXX% fashion brands XXXX% exchanges XXXX% travel destinations XXXX%
Social topic influence nvda #9, $nvda #17, china #899, xai 4.35%, $googl #1086, stocks 3.73%, tesla #290, meta 3.11%, $tsla #48, market cap XXXX%
Top accounts mentioned or mentioned by @marketinvestorx @lsi1123 @darkseidzz @lovetesla2030 @osarood @johnalden47 @jenhsunhuangsol @beth_cronk @f821836 @dorse054 @wilsonsilva90 @aifuturetechguy @teslabull10t @007ofwallst @frankprosendahl @flyingfishtrump @sensei0701 @ivleaguetrader @davidri24012971 @jaijungkim
Top assets mentioned NVIDIA Corp. (NVDA) Alphabet Inc Class A (GOOGL) Tesla, Inc. (TSLA) Dell Technologies, Inc. (DELL) Palantir (PLTR) Metadium (META) Hims & Hers Health, Inc. (HIMS) Rocket Lab USA, Inc. Common Stock (RKLB) Bull Market (BULL) Mario Coin (COIN) Applovin Corporation (APP) Oracle Corporation (ORCL) Nebius Group N.V. Class A Ordinary Shares (NBIS) Robinhood Markets, Inc. (HOOD) Coinbase Global, Inc. (COIN) Block, Inc. (XYZ) 4 (FOUR) Etoro (ETOR) Lemonade, Inc. (LMND) Snowflake, Inc. (SNOW) Accenture (ACN) Cream (CRM) Now Coin (NOW) Taiwan Semiconductor (TSM) Microsoft Corp. (MSFT) Bitcoin (BTC) Cisco Systems Inc (CSCO) Goldman Sachs (GS) Amazon.com, Inc. (AMZN) Advanced Micro Devices (AMD)
Top Social Posts #
Top posts by engagements in the last XX hours
"What is the #1 reason you think why Google cant win the AI frontier race Google vs xAI vs OpenAI vs Meta vs Anthropic va Mistral AI"
@The_AI_Investor on X 2025-06-07 03:17:45 UTC 58.9K followers, 15.1K engagements
"Jensen Huang - The US lost the 5G wave through technology and policy. The computer industry is America's national treasure and no way the US is going to lose it" @The_AI_Investor on X 2025-07-15 18:05:06 UTC 58.9K followers, 35.9K engagements
"Anyone else notice that Zacks Equity Research posts often feel low quality almost like spam or AI-generated content" @The_AI_Investor on X 2025-07-11 15:32:18 UTC 58.8K followers, 4952 engagements
""Gemini XXX Pro and Deep Search are rolling out in AI Mode to help with more complex questions and research - available now to Google AI Pro/Ultra subscribers. Plus a new agentic capability directly in Search: AI-powered calling to local businesses rolling out to all users in the US." While Gemini is now considered the best model with all of the data app and execution it's really hard for me to believe that anyone can break Google. (OpenAI Perplexity etc.) (My opinion may change according to new data)" @The_AI_Investor on X 2025-07-16 17:23:05 UTC 58.9K followers, 6380 engagements
"NVIDIA has just made history as the first company ever to hit a $X trillion market cap an absolutely insane milestone. Congrats to all $NVDA shareholders especially members of the AI Investor community with highly concentrated NVDA positions. Looking back shifting from an all-in $TSLA position to all-in $NVDA has clearly paid off though holding through constant ATHs and endless FUD hasnt been easy. Special thanks to the community that keeps me motivated to write. Reaching XXX posts including over XXX articles on NVDA in just over a year is something Im truly proud of" @The_AI_Investor on X 2025-07-09 15:39:15 UTC 58.9K followers, 30.6K engagements
"Someone created a great list of founder-led stocks. Jensen has led NVIDIA for over XX years quite remarkable" @The_AI_Investor on X 2025-07-03 01:14:19 UTC 58.9K followers, 363.3K engagements
"$MSFTs next AI chip is delayed X months falling further behind $NVDA due to longer-than-expected design time. This is what Jensen said about ASICs at GTC Paris Analyst session" @The_AI_Investor on X 2025-06-27 15:13:58 UTC 58.9K followers, 31.8K engagements
"Foxconn AI Server Orders Booming - Orders are visible through 2027; - Large overseas AI projects worth tens of billions of USD will definitely involve Hon Hai - Orders are not the problemproduction capacity is the real challenge $NVDA" @The_AI_Investor on X 2025-06-24 02:15:24 UTC 58.9K followers, 16.2K engagements
"BNP Paribas upgraded Arm to Outperform from Neutral and raised its price target to $XXX citing growing influence in the ASIC market. $ARM is up XX% YTD" @The_AI_Investor on X 2025-07-16 17:36:15 UTC 58.9K followers, 10.5K engagements
"Insane AI compute invesment from $META Zuck just posted minutes ago: "For our superintelligence effort I'm focused on building the most elite and talent-dense team in the industry. We're also going to invest hundreds of billions of dollars into compute to build superintelligence. We have the capital from our business to do this. SemiAnalysis just reported that Meta is on track to be the first lab to bring a 1GW+ supercluster online. 💪 We're actually building several multi-GW clusters. We're calling the first one Prometheus and it's coming online in '26. We're also building Hyperion which" @The_AI_Investor on X 2025-07-14 15:47:53 UTC 58.9K followers, 46.9K engagements
"Hi all Nvidia closed today with a market valuation above $4T. Its been a wild run since the April low. Just shared my portfolio review a few new trades and some updates on $NVDA demand. Enjoy reading" @The_AI_Investor on X 2025-07-11 05:44:13 UTC 58.8K followers, 8520 engagements
"This is Trump's market 😂 Trump even mentioned $NVDA insane run. Anything can stop the AI train now" @The_AI_Investor on X 2025-07-10 19:27:08 UTC 58.8K followers, 13.1K engagements
"Looks like market is pricing in that $PLTR killing all enterprise software stocks $NOW $CRM $ACN $SNOW" @The_AI_Investor on X 2025-07-11 19:22:16 UTC 58.9K followers, 6938 engagements
"SpaceX to invest in xAI But Elon said xAI has plenty of capital" @The_AI_Investor on X 2025-07-13 02:53:30 UTC 58.9K followers, 7143 engagements
"Hello $NVDA bulls and bears My predictions at the low of $NVDA and extreme fear market" @The_AI_Investor on X 2025-07-15 02:07:56 UTC 58.9K followers, 9332 engagements
"BREAKING: Nvidia assured by our government that it can sell H-20s to China. Deliveries to be made soon" @The_AI_Investor on X 2025-07-15 01:54:20 UTC 58.9K followers, 94.3K engagements
"CoreWeave Leads with First Deployment of NVIDIA GB300 NVL72 In partnership with Dell Technologies Switch and Vertiv CoreWeave has deployed the industrys first NVIDIA GB300 NVL72 system. The GB300 NVL72 is a rack-scale liquid-cooled AI platform built to handle the most demanding inference workloads. It brings together XX NVIDIA Blackwell Ultra GPUs XX Arm-based NVIDIA Grace CPUs and XX NVIDIA BlueField-3 DPUs in a unified high-performance system designed for next-generation AI infrastructure" @The_AI_Investor on X 2025-07-03 15:35:42 UTC 58.9K followers, 19K engagements
"Jensen - AI is a great equalizer AI will boost productivity across every industry and transform the world thats no longer in question. The only question now is: how fast" @The_AI_Investor on X 2025-07-10 22:27:51 UTC 58.9K followers, 12.1K engagements
"@lovetesla2030 could be true but the problem with Tesla thesis is that there is no timing attached to it. anyone can say this practically at time" @The_AI_Investor on X 2025-07-16 00:55:03 UTC 58.9K followers, XXX engagements
"I like Perplexity and its CEO @AravSrinivas but lets not forget; many small startups that turned down buyouts were eventually crushed by the big players. Only a few won. What are the main reasons Perplexity could win over Alphabet" @The_AI_Investor on X 2025-07-15 22:35:22 UTC 58.9K followers, 6695 engagements
"Interesting insights from AI talent war: Top AI researchers want the most compute this compute race seems to go on for much longer than even the $NVDA bulls expected" @The_AI_Investor on X 2025-07-15 01:50:33 UTC 58.9K followers, 26.8K engagements
"The AI frontier race is so intense Grok X is now the leader quite an accomplishment for a short period of time. Meanwhile $NVDA is on the league of its own in AI infra" @The_AI_Investor on X 2025-07-10 13:49:30 UTC 58.9K followers, 18K engagements
"Jensen on making American AI tech stack available all over the world and that Chinese military doesn't need Nvidia for AI compute" @The_AI_Investor on X 2025-07-14 06:50:57 UTC 58.9K followers, 8951 engagements
"Fun fact: I think I read more about $TSLA to 10x than $NVDA to 5x in the last few years. $NVDA is quietly doing what $TSLA was expected to do" @The_AI_Investor on X 2025-07-15 02:45:21 UTC 58.9K followers, 92.3K engagements
"Important message that David Sacks addressed about winning the AI race I think for the 1st time that is to have American companies like Nvidia to have majority of global market instead of Chinese ones like Huawei. Jensen now has the conditions to win" @The_AI_Investor on X 2025-07-16 02:22:29 UTC 58.9K followers, 60.6K engagements
"xAI in talks to lease several gigawatts of data center capacity in Saudi Arabia Bloomberg News reports The Elon's startup is in discussion with two potential partners: Humain and another company building a smaller but more immediately available 200-megawatt facility. Simple math for Jensen: 1Gw $40-$50bn $NVDA revenue" @The_AI_Investor on X 2025-07-16 17:30:27 UTC 58.9K followers, 9881 engagements
"Just published my latest update on $NVDA now factoring in Chinas reopening to H20 sales. Ive revised my 1-year price target but could still be conservative given Chinas massive AI potential. Check it out on Patreon or X Subs" @The_AI_Investor on X 2025-07-15 05:12:17 UTC 58.9K followers, 1790 engagements
"Google just made a huge deal with Windsurf. Instead of buying the whole company Google is paying around $XXX billion to hire Windsurf's CEO and top AI talent to join its DeepMind team. They also get a license to use Windsurf's cool AI coding technology. The wild part is this all happened right after a deal for OpenAI to buy Windsurf fell through" @The_AI_Investor on X 2025-07-14 05:47:35 UTC 58.9K followers, 9329 engagements
"Masayoshi Son is teaming up with Taiwan Semiconductor to develop a massive $X trillion industrial park in Arizona and hes courting Trumps support. The goal is to bring chip fabrication and robot production back to the U.S. $NVDA" @The_AI_Investor on X 2025-06-22 02:00:35 UTC 58.9K followers, 15.8K engagements
"$NVDA is now trading at $XXX about $4.2T market valuation I think I was the only one predicting Nvidia to hold on to H20 inventory to sell later in China. X months ago on our discord's nvda channel: "I can't wrap my head around the earlier report that the CFO said Nvidia can't easily sell the H20 elsewhere. Some speculation: The ban is temporary and Nvidia knew it. Jensen flew to China to offer reassurance and as a messenger for Trump to tell the Chinese not to take Trump's words personally and to come to the negotiating table. Nvidia is likely holding onto inventory to sell later in China."" @The_AI_Investor on X 2025-07-15 04:13:14 UTC 58.9K followers, 40.8K engagements
"BofA Securities raised its price target on Nvidia (NVDA) to $XXX from $XXX maintaining a Buy rating. - The increase is driven by the sales potential of Nvidia's H20 chips being shipped to China. - BofA projects a $4-6 billion quarterly shipment run-rate to China in the second half of 2025 but expects it to be flat in 2026 due to US restrictions and rising local competition. - China's share of the global AI accelerator market is expected to decline from XX% in 2025 to as low as X% over time" @The_AI_Investor on X 2025-07-16 02:45:07 UTC 58.9K followers, 16.6K engagements
"How my portfolio went parabolic thanks to AI. Toward the end of 2022 I went all-in on $TSLA. The market was pricing it purely based on its core business while all the AI optionality came essentially for free. I was the AI Investor and getting real world AI for free Then Teslas car demand collapsed AI wasnt yet generating serious revenue and I began to realize just how massive the GenAI cycle could become and we were still at the very beginning. By May 2023 $NVDA was hitting new all-time highs. There was widespread skepticism with many comparing it to Cisco during the dot-com bubble. But the" @The_AI_Investor on X 2025-07-16 19:01:33 UTC 58.9K followers, 16.9K engagements
"10 years ago @ Nvidia GTC 2015 Jensen was all-in deep learning. $NVDA was about $XXX a share split adjusted 350x in XX years. Jensen was so much younger XX years ago boss has been working so hard thanks Jensen ❤" @The_AI_Investor on X 2025-07-11 15:05:54 UTC 58.9K followers, 25.1K engagements
""they are doing crazy sh*t to get the compute" 😂 Basically everyone is doing similar things the difference would then be: - more compute faster (call Jensen $NVDA) - more realtime data ( X Meta Google ) - the network effects - talents" @The_AI_Investor on X 2025-07-03 02:41:27 UTC 58.9K followers, 14.4K engagements
"Yeah a good reminder for us. Go do the damn thing" @The_AI_Investor on X 2025-07-10 01:06:38 UTC 58.9K followers, 9463 engagements
"Looks like UBS is speculating that MediaTek is engaging with META on MTIA4. This was one of the reasons I dont really think Broadcom has unbreakable MOAT in custom ASICs. Similar story to Google's TPUs. No one wants to pay too much for Nvidia GPUs but it's also expensive not to" @The_AI_Investor on X 2025-07-09 02:30:37 UTC 58.9K followers, 13.4K engagements
"@JohnAlden47 why you are insisting does that change your opinion about me 😀" @The_AI_Investor on X 2025-07-16 19:17:31 UTC 58.9K followers, XX engagements
"Jensen on humanoid robots and China's advantages. To be honest Im a bit worried about AI becoming so advanced especially when its integrated into robots. What will most people do in the future" @The_AI_Investor on X 2025-07-16 22:47:14 UTC 58.9K followers, 17.4K engagements
"Top XX Assets by Market Cap Nvidia is the largest company on earth about X% bigger than the 2nd one Microsoft. Bitcoin is slightly bigger than Google. How is Broadcom bigger than both TSMC and Tesla" @The_AI_Investor on X 2025-07-08 22:44:55 UTC 58.8K followers, 7951 engagements
"When will Apple stop throwing ice water on the AI race Too bad ripping off customers and paying shareholders with endless buybacks and dividends seems to matter more than leading the AI revolution. P.S. Funny I'm writing this on Apple products" @The_AI_Investor on X 2025-07-16 01:06:56 UTC 58.9K followers, 11.2K engagements
"thanks to @gochangster David Sacks also discussed it in this interview" @The_AI_Investor on X 2025-07-16 04:38:08 UTC 58.9K followers, 4838 engagements
"Who brought up the $NVDA $CSCO comparison in 2023 I had to create a thread to kill it" @The_AI_Investor on X 2025-07-16 04:43:12 UTC 58.9K followers, 26.7K engagements
"BofA Analyst Vivek Arya Reiterates Buy on $NVDA PT $180; 1) Blackwell rack ramp and execution 2) AI diffusion and sovereign demand and 3) China AI shipments. The stocks 30x NTM P/E is attractive vs. its 5-year median of 39x with a PEG under 1.0x vs. 2.4x for the Magnificent Seven (ex-NVDA)" @The_AI_Investor on X 2025-06-05 14:46:23 UTC 58.9K followers, 15.6K engagements
"Patreon Concentrated Membership - See my valuation models and price targets for Nvidia Tesla and other stocks - My portfolio updates & trading plans - Frequent updates about my concentrated positions - Join member exclusive discord server" @The_AI_Investor on X 2025-07-15 05:46:15 UTC 58.9K followers, 3900 engagements
"Nvidia stock is now trading around $XXX with a market valuation of approximately $XXX trillion. Congrats to all $NVDA shareholders especially those in the AI Investor community for holding through the ups downs and endless FUD. You rock Join us to discuss $NVDA daily" @The_AI_Investor on X 2025-07-15 04:17:11 UTC 58.9K followers, 20.2K engagements
"@Networthknowing tech obviously from my old posts" @The_AI_Investor on X 2025-07-16 19:20:33 UTC 58.9K followers, XXX engagements
"Google announced plans to invest $XX billion over the next two years in data center and AI infrastructure across states connected to the largest electric grid in the U.S. In addition the company will allocate $X billion to upgrade two hydropower facilities in Pennsylvania to support the increasing energy demands of data centers and AI operations in the region" @The_AI_Investor on X 2025-07-15 14:25:34 UTC 58.9K followers, 12.2K engagements
"Hmm what did Elon actually mean It's a good conputer . but can it replace Nvidia's GPUs Elon usually uses strong words so 'good' seems like average to me" @The_AI_Investor on X 2025-07-12 19:18:41 UTC 58.9K followers, 10K engagements
"Goldman Sachs hyperscaler capex projection $400bn in 2027 just from $MSFT $META $GOOGL and $AMZN $NVDA bears may have to wait longer for "digestion"" @The_AI_Investor on X 2025-07-14 15:10:15 UTC 58.9K followers, 26.5K engagements
"Elon's just killed many Tesla uberbulls main thesis. But it's now a bullish thing because . (fill it)" @The_AI_Investor on X 2025-07-14 15:11:31 UTC 58.9K followers, 9256 engagements
"It's quite a fasinating fact that even after billions of AI infra investment companies are still fighting the battle for more compute. $NVDA" @The_AI_Investor on X 2025-07-16 17:02:18 UTC 58.9K followers, 14K engagements
"My portfolio performance just hit XXXXX% YTD today. vs S&P XXX at XXXX% QQQ at X% and $NVDA at 27%" @The_AI_Investor on X 2025-07-15 21:15:52 UTC 58.9K followers, 15.7K engagements
"$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" @The_AI_Investor on X 2025-06-21 15:58:31 UTC 58.9K followers, 24.5K engagements
"$NVDA is up about XX% over the past three months. Incredibly volatile for a mega-cap" @The_AI_Investor on X 2025-07-08 04:25:53 UTC 58.9K followers, 73.7K engagements
"Trump to announce $XX Billion in AI and energy investments in Pennsylvania" @The_AI_Investor on X 2025-07-14 19:01:18 UTC 58.9K followers, 8887 engagements
"BREAKING: Zuck is reportedly trying to poach the entire xAI team by offering signing bonuses as high as $XXX million twice what he offered OpenAI employees. Elon Musk also received a $XXX million offer to replace Yann LeCun. Elon reportedly countered by asking for $X billion per year and Mark agreed with the condition that Elon can't talk politics" @The_AI_Investor on X 2025-07-11 01:55:16 UTC 58.9K followers, 46.1K engagements
"Michael Dell on AI infra buildout now vs Internet infra buildout before" @The_AI_Investor on X 2025-07-11 06:02:03 UTC 58.8K followers, 9449 engagements
"Trump announced over $XX billion in new energy and data center investments at the Pennsylvania Energy and Innovation Summit. Good news keep coming for AI Infra stocks - $NVDA" @The_AI_Investor on X 2025-07-15 22:27:36 UTC 58.9K followers, 12.2K engagements
"Jensen just announced that NVIDIA will begin selling H20s to the Chinese market" @The_AI_Investor on X 2025-07-15 04:20:15 UTC 58.9K followers, 169.2K engagements
"xAI $200bn valuation It can be bigger than Tesla at this rate" @The_AI_Investor on X 2025-07-11 19:48:58 UTC 58.8K followers, 13.7K engagements
"5 Taiwan server makers Foxconn Quanta Wistron Wiwynn and Inventec see Nvidia's GB300 AI shipments starting in September. $NVDA Nvidia is moving fast" @The_AI_Investor on X 2025-06-30 00:06:01 UTC 58.8K followers, 21.9K engagements
"Jensen explained Nvidia's Blackwell AI Factory an engineering marvel from a blank silicon wafer at TSMC to gigawatt-scale data centers like Stargate" @The_AI_Investor on X 2025-05-20 02:07:55 UTC 58.9K followers, 47.7K engagements
"Trump thanked Jensen and repeatedly praised Nvidia. Nvidia plans to produce up to half a trillion dollars worth of AI infrastructure in the United States through partnerships with TSMC Foxconn Wistron Amkor and SPIL" @The_AI_Investor on X 2025-04-14 23:21:54 UTC 58.8K followers, 27.5K engagements
"$NVDA to close at new ATH $XXX Not bad for .96 and 4.20%" @The_AI_Investor on X 2025-07-15 18:17:03 UTC 58.9K followers, 16.3K engagements
"Continue to disagree with Chamath about Nvidia" @The_AI_Investor on X 2025-06-23 01:05:21 UTC 58.9K followers, 15.1K engagements
"People frequently draw comparisons between today's NVDA chart and the CSCO chart from 2000. Let's examine what transpired. CSCO Mar 1999: - share price $XX PE: XX Forward PE: XX CSCO peak Mar 2000: - share price $XX PE: XXX Forward PE: -XXX NVDA Feb XX 2024: - share price $XXX PE: XX Forward PE: XX Now what if NVDA 2x from here in X year: - share price $1442 PE: XX Forward PE: XX Even if NVDA 2x in X year it's still cheaper than CSCO back in 2000. Also NVDA is projected to keep growing in 2025+ while CSCO declined in 2022" @The_AI_Investor on X 2024-02-12 01:52:47 UTC 58.9K followers, 152.6K engagements
"Yup that's why my account name is The AI Investor. May as wellbe called The NVDA Investor as NVDA is the platform of AI. $NVDA" @The_AI_Investor on X 2025-07-10 01:09:09 UTC 58.9K followers, 10.6K engagements
"Sam Altman: we planned to launch our open-weight model next week" @The_AI_Investor on X 2025-07-12 01:24:34 UTC 58.8K followers, 9213 engagements
"It's official from Nvidia's blog: "NVIDIA is filing applications to sell the NVIDIA H20 GPU again. The U.S. government has assured NVIDIA that licenses will be granted and NVIDIA hopes to start deliveries soon."" @The_AI_Investor on X 2025-07-15 02:20:24 UTC 58.9K followers, 28.5K engagements
"Great points brought up by @munster_gene about the importance of Nvidia in the conversations with China in order for the US to get the rare metals. AI is so important that China is willing to use older Nvidia chips as a key negociating piece" @The_AI_Investor on X 2025-07-16 00:16:29 UTC 58.9K followers, 13.3K engagements
"$NVDA is now trading at this year (forward) PE of XXXX and next year of XXXX It was X months ago $NVDA was XX% cheaper than the boring $WMT but people were so scared. AI Investor community members didnt fall for that bear trap" @The_AI_Investor on X 2025-07-11 14:52:44 UTC 58.9K followers, 18.4K engagements
"$NVDA is now trading at $XXX I think I was the only one predicting Nvidia to hold on to H20 inventory to sell later in China. X months ago on our discord's nvda channel: "I can't wrap my head around the earlier report that the CFO said Nvidia can't easily sell the H20 elsewhere. Some speculation: The ban is temporary and Nvidia knew it. Jensen flew to China to offer reassurance and as a messenger for Trump to tell the Chinese not to take Trump's words personally and to come to the negotiating table. Nvidia is likely holding onto inventory to sell later in China."" @The_AI_Investor on X 2025-07-15 04:08:38 UTC 58.9K followers, 1639 engagements
"Called it "China exports rare earth metals and the U.S. exports Nvidias H20 chips."" @The_AI_Investor on X 2025-07-16 00:22:41 UTC 58.9K followers, 23.6K engagements
"Nvidia closed at a new all-time high of $XXXXXX reaching a $X trillion valuation the first company ever to do so. When it can hit $5T mark" @The_AI_Investor on X 2025-07-10 22:24:46 UTC 58.9K followers, 6484 engagements
"TSMC just reported earnings. Rev of $30.7bn up XXXX% Q/Q and XXXX% Y/Y. HPC grew XX% Q/Q. The AI story continues. $NVDA" @The_AI_Investor on X 2025-07-17 06:23:48 UTC 58.9K followers, 4274 engagements
"It's fun to watch this podcast XXX years later $NVDA is now 2x bigger in both market cap and revenue run rate. Missing the key points may cost investoers life changing opportunities" @The_AI_Investor on X 2025-07-16 05:13:07 UTC 58.9K followers, 20.9K engagements
"😂 So glad Jensen isnt on social media. $NVDA" @The_AI_Investor on X 2025-07-08 16:35:41 UTC 58.8K followers, 19.3K engagements
"Nvidia has once again become the worlds largest company by market cap breaking out to a new all-time high. $NVDA: $XXXXXX $XXXXX T market cap. Im very happy for myself and all members of the AI Investor community. Were arguably the largest group of NVDA-concentrated shareholders and weve sat through the last year of volatility and FUD while owning arguably the best company on earth to ride the biggest tech wave ever. Join our community for the latest insights on Nvidia Tesla and AI investing. Thank you all" @The_AI_Investor on X 2025-06-26 03:24:02 UTC 58.8K followers, 24.8K engagements
"@eddiepugmire @KlepperCasey @RealJimChanos 😀😂" @The_AI_Investor on X 2025-07-16 00:49:21 UTC 58.9K followers, XXX engagements
"$TSM overnight after Q2 earnings reported" @The_AI_Investor on X 2025-07-17 06:25:27 UTC 58.9K followers, 8476 engagements
"$NVDA dropped to $XXX after the DeepSeek bear thesis emerged. This summary was shared by the VP of Product & Growth - AI at Dropbox though the original thesis came from a former quant investor. I offered to help but they declined so I sold and profited by selling puts and buying the dip" @The_AI_Investor on X 2025-07-09 01:42:24 UTC 58.9K followers, 9732 engagements