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

The AI Investor posts on X about open ai, $nvda, nvda, infrastructure 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)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1307411656784277504/c:line/m:interactions.svg)

- X Week XXXXXXX -XX%
- X Month XXXXXXXXX +53%
- X Months XXXXXXXXXX -XXXX%
- X Year XXXXXXXXXX +12%

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

- X Week XXX +10%
- X Month XXX +32%
- X Months XXXXX -XX%
- X Year XXXXX +14%

### 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 +1%
- X Month XXXXXX +6.10%
- X Months XXXXXX +20%
- X Year XXXXXX +53%

### CreatorRank: XXXXXX [#](/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 [#](/creator/twitter::1307411656784277504/influence)
---

**Social category influence**
[finance](/list/finance)  #533 [technology brands](/list/technology-brands)  #6704 [stocks](/list/stocks)  #1939 [celebrities](/list/celebrities)  XXXX% [countries](/list/countries)  XXXX% [fashion brands](/list/fashion-brands)  XXXX% [musicians](/list/musicians)  XXXX% [social networks](/list/social-networks)  XXXX% [currencies](/list/currencies)  XXXX%

**Social topic influence**
[open ai](/topic/open-ai) #164, [$nvda](/topic/$nvda) #31, [nvda](/topic/nvda) #327, [infrastructure](/topic/infrastructure) #68, [elon musk](/topic/elon-musk) #422, [$googl](/topic/$googl) #3030, [meta](/topic/meta) 0.89%, [oracle](/topic/oracle) #760, [microsoft](/topic/microsoft) #1967, [investment](/topic/investment) #35

**Top accounts mentioned or mentioned by**
[@futureman1977](/creator/undefined) [@marketinvestorx](/creator/undefined) [@julientechinvst](/creator/undefined) [@jjwbebe](/creator/undefined) [@domino3404](/creator/undefined) [@xynth_m](/creator/undefined) [@nvidiaretail](/creator/undefined) [@granadoespada7](/creator/undefined) [@scorpiotiger77](/creator/undefined) [@lawrencefearon6](/creator/undefined) [@danielnewmanuv](/creator/undefined) [@openai](/creator/undefined) [@chrisruppert5](/creator/undefined) [@beth_cronk](/creator/undefined) [@dillwithers425](/creator/undefined) [@flyingfishtrump](/creator/undefined) [@unclesam303](/creator/undefined) [@grok](/creator/undefined) [@jamesmo62018259](/creator/undefined) [@rebiii333re](/creator/undefined)

**Top assets mentioned**
[NVIDIA Corp. (NVDA)](/topic/$nvda) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Microsoft Corp. (MSFT)](/topic/microsoft) [Oracle Corporation (ORCL)](/topic/$orcl) [Palantir (PLTR)](/topic/$pltr) [Metadium (META)](/topic/$meta) [Morgan Stanley (MS)](/topic/morgan-stanley) [Marvell Technology Inc (MRVL)](/topic/$mrvl) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Vertiv Holdings Co (VRT)](/topic/$vrt) [BlackRock Inc (BLK)](/topic/blackrock) [Artificial Intelligence (AI4)](/topic/$ai4) [Astera Labs, Inc. Common Stock (ALAB)](/topic/$alab) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Advanced Micro Devices (AMD)](/topic/$amd)
### Top Social Posts [#](/creator/twitter::1307411656784277504/posts)
---
Top posts by engagements in the last XX hours

"Elon Musk - "My estimate of the probability of Grok X achieving AGI is now at XX% and rising" Andrej Karphathy - "I thinks that overall XX years should otherwise be a very bullish timeline for AGI it's only in contrast to present hype that it doesn't feel that way." Elon then challenged Andrej to a coding competition against Grok X. Andrej backed out. Classic :)"  
[X Link](https://x.com/The_AI_Investor/status/1979728396327453105) [@The_AI_Investor](/creator/x/The_AI_Investor) 2025-10-19T01:56Z 65.9K followers, 18.2K engagements


"Elon's AGI definition"  
[X Link](https://x.com/The_AI_Investor/status/1979730036157808782) [@The_AI_Investor](/creator/x/The_AI_Investor) 2025-10-19T02:03Z 65.9K followers, 9070 engagements


"NVIDIA vs. AMD: The Only Metric That Really Matters Over the weekend SemiAnalysis quoted my post and said 'cherry-picking' data. Quite funny as they picked the only metric that AMD came close to NVIDIA using a lot of hidden assumptions. I've just published an article to analyze the key metric that I think matters the most. Read it below"  
[X Link](https://x.com/The_AI_Investor/status/1978645470257029430) [@The_AI_Investor](/creator/x/The_AI_Investor) 2025-10-16T02:13Z 65.9K followers, 12.5K engagements


"Jensen said about $X trillion-4 trillion AI infra spending by decade-end this is extremely bullish. NVDA recently added this slide to its presentation: The main point is that accelerated computing has multiple growth drivers and LLMs are only one of them. Ive emphasized this from the beginning yet many people still miss it and continue to compare OpenAIs revenue directly to NVIDIAs revenue. I've shared my portfolio updates and lets review my positions and current thoughts here:"  
[X Link](https://x.com/The_AI_Investor/status/1980021675371696259) [@The_AI_Investor](/creator/x/The_AI_Investor) 2025-10-19T21:22Z 65.9K followers, 77.2K engagements


"Broadcom Marvell MediaTek AIchip are fighting to win Custom ASIC projects Meanwhile Nvidia is still far ahead of the rest including AMD"  
[X Link](https://x.com/The_AI_Investor/status/1955835252611670277) [@The_AI_Investor](/creator/x/The_AI_Investor) 2025-08-14T03:33Z 65.8K followers, 28.8K engagements


"Did Google hand the TPU project to AVGO ultimately adding trillions to its market valuation Google may have single-handedly reshaped the markets perception of AVGO. I still cant wrap my head around why market assumes AVGO the only one capable of helping others build ASICs. Marvell MediaTek Alchip"  
[X Link](https://x.com/The_AI_Investor/status/1965061785716978032) [@The_AI_Investor](/creator/x/The_AI_Investor) 2025-09-08T14:36Z 65.8K followers, 19.6K engagements


"Orders for Nvidia GB300 AI servers are so big they are unimaginable. $NVDA - the head of Quanta Computers AI server business Mike Yang"  
[X Link](https://x.com/The_AI_Investor/status/1966995351296241782) [@The_AI_Investor](/creator/x/The_AI_Investor) 2025-09-13T22:40Z 65.8K followers, 34.9K engagements


"Orders for Nvidia's $NVDA GB300 are "unimaginable" - Quanta Computer's AI server head"  
[X Link](https://x.com/The_AI_Investor/status/1970559275111194682) [@The_AI_Investor](/creator/x/The_AI_Investor) 2025-09-23T18:41Z 65.8K followers, 27.5K engagements


"$NVDA just closed at new ATH today $XXXXXX at $4.542T market cap. Congrats to all NVIDIA shareholders especially the AI Investor community for holding on to what is arguably the best company despite endless FUD. Chart experts what would be the next price target"  
[X Link](https://x.com/The_AI_Investor/status/1973117840002867659) [@The_AI_Investor](/creator/x/The_AI_Investor) 2025-09-30T20:08Z 65.8K followers, 19.4K engagements


"Per JPMorgan: Just X hyperscalers $GOOGL $AMZN $META $MSFT & $ORCL will spend about $500bn on Capex in 2027. $NVDA main job is to make sure it has the best perf per watt products in the market"  
[X Link](https://x.com/The_AI_Investor/status/1974558142454509957) [@The_AI_Investor](/creator/x/The_AI_Investor) 2025-10-04T19:32Z 65.8K followers, 30.1K engagements


""Even when the competitor's chips are offered for free it's still not cheap enough." - Jensen H AMD now has to offer some ownership to OpenAI for free to sell chips I wonder what AMDs other customers think now"  
[X Link](https://x.com/The_AI_Investor/status/1975249632935747905) [@The_AI_Investor](/creator/x/The_AI_Investor) 2025-10-06T17:19Z 65.8K followers, 500.4K engagements


"The AI Flywheel Drama OpenAI needs massive compute. NVIDIA invests $100B builds XX GW with Sam. AMD sells X GW gives Sam a free XX% warrant. Oracle raises bonds flips GPUs into rental gold. CoreWeave signs $14B deals grows into an AI cloud beast. Microsoft plays it safe funds OpenAI + Azure but loses juicy infra deals to Oracle & CoreWeave. NVIDIA also backs xAI Elon buys GPUs to compete head-on. Stocks pump 🚀 (NVDA AMD ORCL MSFT). Sam: More compute more partners Elon: More compute I will win Jensen: Beautiful. Whoever wins I sell the shovels"  
[X Link](https://x.com/The_AI_Investor/status/1975276320725860354) [@The_AI_Investor](/creator/x/The_AI_Investor) 2025-10-06T19:05Z 65.8K followers, 28.2K engagements


"Evercore ISI (analyst Amit Daryanani) reaffirmed its Outperform rating on Vertiv (VRT) and raised the price target from $XXX $XXX (+9.1%) on Oct X 2025"  
[X Link](https://x.com/The_AI_Investor/status/1975285034354679968) [@The_AI_Investor](/creator/x/The_AI_Investor) 2025-10-06T19:40Z 65.8K followers, 4064 engagements


"OpenAI's structure Looks like all commercial infrastructure and partnership deals (e.g. with Microsoft Nvidia Oracle AMD CoreWeave etc.) are done through OpenAIs for-profit subsidiary OpenAI LP (sometimes called OpenAI Global LLC in filings)"  
[X Link](https://x.com/The_AI_Investor/status/1975338361360687142) [@The_AI_Investor](/creator/x/The_AI_Investor) 2025-10-06T23:12Z 65.8K followers, 9732 engagements


"Major AI Chip deal list 🔹 NVIDIA & OpenAI Up to $100B investment + chips 🔹 NVIDIA & Intel $5B for X% stake 🔹 CoreWeave & NVIDIA $6.3B capacity order 🔹 AMD & OpenAI Multi-year AI chip deal + option for XX% equity stake 🔹 Oracle & OpenAI $300B cloud deal (5 years) 🔹 Meta & CoreWeave $14B compute deal 🔹 Oracle & Meta $20B cloud deal (talks) 🔹 Meta & Google $10B+ 6-year cloud deal 🔹 Nebius & Microsoft $17.4B GPU infra (5 years) 🔹 Intel & SoftBank $2B capital injection 🔹 Tesla & Samsung $16.5B chip sourcing"  
[X Link](https://x.com/The_AI_Investor/status/1975583588130431106) [@The_AI_Investor](/creator/x/The_AI_Investor) 2025-10-07T15:26Z 65.8K followers, 29.7K engagements


"BREAKING: Elon Musk's xAI nears $XX billion capital raise tied to Nvidia NVDA is investing as much as $X billion in the equity portion of the deal XAI's financing would be split between about $XXX billion of equity and as much as $XXXX billion of debt and is structured through a special purpose vehicle that will be used to buy Nvidia's GPUs. Source: Reuters Bloomberg News"  
[X Link](https://x.com/The_AI_Investor/status/1975750703919603949) [@The_AI_Investor](/creator/x/The_AI_Investor) 2025-10-08T02:30Z 65.8K followers, 21.9K engagements


"When we give a keynote everyones stock price goes up. When someone else gives a keynote our stock price goes down. That shows our vision of the future is inclusive for other people - Jensen Huang It's because $NVDA is the market maker while others are share takers"  
[X Link](https://x.com/The_AI_Investor/status/1975776417595142425) [@The_AI_Investor](/creator/x/The_AI_Investor) 2025-10-08T04:13Z 65.8K followers, 143.4K engagements


"Jensen on CNBC today seemed genuinely surprised that AMD was so eager about its next-gen product that it had to give away XX% of the company before even building it. Anyhow its clever I guess. - that line carried a hint of sarcasm suggesting he found the deal rather unusual"  
[X Link](https://x.com/The_AI_Investor/status/1976014217506586830) [@The_AI_Investor](/creator/x/The_AI_Investor) 2025-10-08T19:57Z 65.8K followers, 22K engagements


"Dan Niles went on CNBC and said X top hyperscalers have invested $XXX billion in capex over the past three years while AI-native startups like OpenAI ($13B) Anthropic etc. together are expected to generate only about $XX billion in total revenue this year against that $800B in investment. Someone should probably tell him"  
[X Link](https://x.com/The_AI_Investor/status/1976052987052294653) [@The_AI_Investor](/creator/x/The_AI_Investor) 2025-10-08T22:32Z 65.8K followers, 28.7K engagements


"According to Morgan Stanley OpenAIs contracts account for two-thirds of Oracles remaining RPO and about XX% of CoreWeaves RPO. In total OpenAI-related contracts are estimated to represent over $XXX billion out of the combined $XXX billion RPO of Microsoft Oracle and CoreWeave. Read more below"  
[X Link](https://x.com/The_AI_Investor/status/1976152423438901635) [@The_AI_Investor](/creator/x/The_AI_Investor) 2025-10-09T05:07Z 65.8K followers, 71.3K engagements


""All you need are a billion AI chips a terawatt of power and 100M robots." Elon needs around $XX trillion worth of $NVDA chips; and OpenAI Anthropic Meta Google and the rest of the AI labs need about the same each. Cant even figure out the bull case for $NVDA"  
[X Link](https://x.com/The_AI_Investor/status/1976179994171932768) [@The_AI_Investor](/creator/x/The_AI_Investor) 2025-10-09T06:56Z 65.8K followers, 34.8K engagements


"Cantor Fitzgerald Raises $NVDA PT to $XXX from $XXX - OW; NEW STREET HIGH This is not a bubble and we are still early in the investment cycle. - Jensen was quite bullishand with great reason:We are still in the early innings of a multi-trillion AI infrastructure build-out with Hyperscalers alone providing significant line-of-sight into hundreds of billions of demand over the next several years not to mention other drivers such as Neo-Clouds Enterprise and Physical AI. -A particular spotlight during this trip was the companys new partnership with OpenAI where they aim to stand it up as its own"  
[X Link](https://x.com/The_AI_Investor/status/1976293738503864489) [@The_AI_Investor](/creator/x/The_AI_Investor) 2025-10-09T14:28Z 65.8K followers, 25.4K engagements


"@IanCutress @HansCNelson @OpenAI but TCO is tied to price right do we know the exact price also vs what of Nvidia if TCO is XX% better why did AMD have to give equity"  
[X Link](https://x.com/The_AI_Investor/status/1976514497734205927) [@The_AI_Investor](/creator/x/The_AI_Investor) 2025-10-10T05:05Z 65.8K followers, XXX engagements


"On the BG2 most recent podcast Jensen once again explained his famous line: Even if competitors chips were free they still wouldnt be cheap enough"  
[X Link](https://x.com/The_AI_Investor/status/1977386332470018458) [@The_AI_Investor](/creator/x/The_AI_Investor) 2025-10-12T14:50Z 65.8K followers, 10.1K engagements


"Elon: "XAI is going big into video games because I love and play video games. Making money is a secondary concern." This is quite concerning to be honest you cant invest billions just for a hobby"  
[X Link](https://x.com/The_AI_Investor/status/1977833115474444686) [@The_AI_Investor](/creator/x/The_AI_Investor) 2025-10-13T20:25Z 65.8K followers, 22.3K engagements


"OpenAI and Broadcom announce strategic collaboration to deploy XX gigawatts of OpenAI-designed AI accelerators. 1/ OpenAI didn't get to own Broadcom 2/ This is in addition to our other partnerships (NVIDIA AMD) The only strange part is the phrase benefits to all humanity. It sounds more like a non-profit goal doesnt it"  
[X Link](https://x.com/The_AI_Investor/status/1977859244667093237) [@The_AI_Investor](/creator/x/The_AI_Investor) 2025-10-13T22:09Z 65.8K followers, 9801 engagements


"Taylor Swift & OpenAI Launch $500B AI Eras Project to Build XX GW of Data Centers Taylor Swift and OpenAI are teaming up on AI Eras a $XXX billion 10-gigawatt AI infrastructure project aiming to create a personal song for every person on Earth. Sam Altman calls it a good thing for humanity and grants OpenAI XX % equity in the new venture. The first X GW site goes live by 2027 with Swifts Algorithm Tour streaming fan data to train models that turn memories into music"  
[X Link](https://x.com/The_AI_Investor/status/1977913557464515040) [@The_AI_Investor](/creator/x/The_AI_Investor) 2025-10-14T01:45Z 65.8K followers, 23.8K engagements


"MoM % changes in transaction value for OpenAI in some countries"  
[X Link](https://x.com/The_AI_Investor/status/1978844885642813595) [@The_AI_Investor](/creator/x/The_AI_Investor) 2025-10-16T15:26Z 65.8K followers, 3403 engagements


"Nvidia Microsoft BlackRock and Elon Musks xAI are joining a consortium to buy Aligned Data Centers for $XX billionthe largest data-center deal ever. Aligned owned by Macquarie Asset Management operates sites across the Americas. The purchase is the first investment of the Artificial Intelligence Infrastructure Partnership (AIP) formed in 2024 by BlackRock MGX Microsoft and Nvidia to fund AI infrastructure with Kuwaits KIA xAI and Temasek later joining. AIP plans to deploy $XX billion in equity capital"  
[X Link](https://x.com/The_AI_Investor/status/1978934433123385733) [@The_AI_Investor](/creator/x/The_AI_Investor) 2025-10-16T21:21Z 65.8K followers, 11.6K engagements


"@JulienTechInvst current profitability isnt the right way to value young companies"  
[X Link](https://x.com/The_AI_Investor/status/1979621876080238927) [@The_AI_Investor](/creator/x/The_AI_Investor) 2025-10-18T18:53Z 65.8K followers, XXX engagements


"@JulienTechInvst yes if we compare growth rate and P/S PLTR is much more expensive"  
[X Link](https://x.com/The_AI_Investor/status/1979624179466133702) [@The_AI_Investor](/creator/x/The_AI_Investor) 2025-10-18T19:02Z 65.8K followers, XXX engagements


"As $NVDA continues to hit new all-time highs congratulations to all NVIDIA shareholders especially members of The AI Investor community for finding and holding $NVDA and other AI stocks through the noise. The AI Investor portfolio performance vs $QQQ"  
[X Link](https://x.com/The_AI_Investor/status/1974581748957921475) [@The_AI_Investor](/creator/x/The_AI_Investor) 2025-10-04T21:05Z 65.9K followers, 42.9K engagements


"AMD Instinct MI355X was supposed to compete with NVIDIA Blackwell right So much for AMD having an advantage in inference"  
[X Link](https://x.com/The_AI_Investor/status/1976450375445254267) [@The_AI_Investor](/creator/x/The_AI_Investor) 2025-10-10T00:51Z 65.9K followers, 83.9K engagements


"2025 OCP Global Summit Ethernet for Scale-Up Networking (ESUN) a collaborative framework backed by NVIDIA Meta Microsoft OpenAI and others for AI accelerator interconnects using Ethernet standards. Just today NVIDIA announced that Meta and Oracle will boost their AI data center networks with NVIDIA Spectrum-X Ethernet networking switches"  
[X Link](https://x.com/The_AI_Investor/status/1977909427350167595) [@The_AI_Investor](/creator/x/The_AI_Investor) 2025-10-14T01:28Z 65.9K followers, 23.3K engagements


"Oracle (ORCL) projects its Oracle Cloud Infrastructure revenue to surge from $10B in FY2025 to $166B by FY2030 a XX% CAGR over five years. The forecast shared at its analyst meeting Thursday follows Oracles announcement of a partnership with Nvidia (NVDA) to build the OCI Zettascale XX cluster enabling hyperscalers to interconnect millions of GPUs for AI inference and workloads"  
[X Link](https://x.com/The_AI_Investor/status/1978891604787368296) [@The_AI_Investor](/creator/x/The_AI_Investor) 2025-10-16T18:31Z 65.9K followers, 10.1K engagements


"OpenAI revenue - 3x a year"  
[X Link](https://x.com/The_AI_Investor/status/1979211501098668410) [@The_AI_Investor](/creator/x/The_AI_Investor) 2025-10-17T15:42Z 65.9K followers, 20K engagements


"Yup OpenAI has about 700-800 million weekly active users now. The moment they figure out how to display the ads properly revenue will skyrocket. Just like $GOOGL with search and $META with social media"  
[X Link](https://x.com/The_AI_Investor/status/1979363872172839289) [@The_AI_Investor](/creator/x/The_AI_Investor) 2025-10-18T01:48Z 65.9K followers, 24K engagements


"OpenAI looks cheap at $500bn valuation at least cheaper than $PLTR etc. and quantum stocks"  
[X Link](https://x.com/The_AI_Investor/status/1979553661492903944) [@The_AI_Investor](/creator/x/The_AI_Investor) 2025-10-18T14:22Z 65.9K followers, 23.6K engagements


"Jensen said about $X trillion-4 trillion AI infra spending by decade-end this is extremely bullish. NVDA recently added this slide to its presentation"  
[X Link](https://x.com/The_AI_Investor/status/1980048469130875341) [@The_AI_Investor](/creator/x/The_AI_Investor) 2025-10-19T23:08Z 65.9K followers, 69.2K engagements


"2 years ago most people didnt think AI spending to reach a few hundreds of billions it's normal that few would believe the $3T-$4T numbers projected by Jensen in 2030. JPMorgan expects the tech sector to fund $3-$4T spending through operating cash flow private equity and venture capital inflows and new debt issuance. Even with a projected $1.6T annual funding gap private markets could contribute around $500B per year by 2030 leaving the rest to be covered by leverage expansion. JPMorgan estimates roughly XX% of new debt ($430B) would come from bank loans and XX% ($640B) from bond issuance."  
[X Link](https://x.com/The_AI_Investor/status/1980120555518152966) [@The_AI_Investor](/creator/x/The_AI_Investor) 2025-10-20T03:55Z 65.9K followers, 10.9K engagements


"GPUs shoud be depreciated in XX years because let me tell you: the moment NVDA release next gen GPU we will have trillions worth of infrastructure replaced by X week The AI world will freeze during the upgrade (sarcasm)"  
[X Link](https://x.com/The_AI_Investor/status/1976779421655933395) [@The_AI_Investor](/creator/x/The_AI_Investor) 2025-10-10T22:38Z 65.8K followers, 10.5K 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) [@The_AI_Investor](/creator/x/The_AI_Investor) 2025-10-11T23:37Z 65.9K followers, 113.7K engagements


"Wild chart Not sure if we will ever see another tech trend like this"  
[X Link](https://x.com/The_AI_Investor/status/1977412833374806045) [@The_AI_Investor](/creator/x/The_AI_Investor) 2025-10-12T16:35Z 65.9K followers, 19.9K engagements


"Today NVIDIA founder and CEO Jensen Huang delivered a DGX Spark to Elon Musk at SpaceX. DGX Spark is a full-stack NVIDIA platform with a petaflop of performance integrating the NVIDIA GB10 Grace Blackwell Superchip NVIDIA ConnectX-7 high-speed networking and the NVIDIA AI Software stack. Starting Wednesday Oct. XX DGX Spark can be ordered on NVIDIA dot com. Partner systems will be available from Acer ASUS Dell Technologies GIGABYTE HP Lenovo MSI as well as Micro Center stores in the U.S. and from NVIDIA channel partners worldwide"  
[X Link](https://x.com/The_AI_Investor/status/1977914428688617908) [@The_AI_Investor](/creator/x/The_AI_Investor) 2025-10-14T01:48Z 65.9K followers, 16.8K engagements


"Sam Altman: "even XX GW with today's models would saturate fast" Agree that demand would be insanely high if agents can run for hours days of work to get the results we expect. The question is not if but when can it happen"  
[X Link](https://x.com/The_AI_Investor/status/1977976383935754683) [@The_AI_Investor](/creator/x/The_AI_Investor) 2025-10-14T05:54Z 65.8K followers, 62.4K engagements


"AMD removed NVDA transceivers from its Helios rack. nice try thou source below"  
[X Link](https://x.com/The_AI_Investor/status/1978865709762375958) [@The_AI_Investor](/creator/x/The_AI_Investor) 2025-10-16T16:48Z 65.9K followers, 28.6K engagements


"@JulienTechInvst would agree with you if PLTR isn't trading at XXX forward PE or something"  
[X Link](https://x.com/The_AI_Investor/status/1979625488227414297) [@The_AI_Investor](/creator/x/The_AI_Investor) 2025-10-18T19:07Z 65.8K followers, XXX engagements


"NVIDIA Blackwell leads the new SemiAnalysis InferenceMAX v1 benchmarks with top performance and efficiency. Best ROI: The GB200 NVL72 delivers a 15x return $5M investment generates $75M in DSR1 revenue. Lowest TCO: B200 software cuts GPT-OSS costs to two cents per million tokens a 5x drop in two months"  
[X Link](https://x.com/The_AI_Investor/status/1976449513813573989) [@The_AI_Investor](/creator/x/The_AI_Investor) 2025-10-10T00:47Z 65.9K followers, 34.2K engagements


"Interesting list created by Morgan Stanley more in the post below"  
[X Link](https://x.com/The_AI_Investor/status/1977246744066072603) [@The_AI_Investor](/creator/x/The_AI_Investor) 2025-10-12T05:35Z 65.9K followers, 315.6K engagements


"Jensen Huang Delivers NVIDIAs Newly Launched DGX Spark Petaflop AI Supercomputer Lands at SpaceX"  
[X Link](https://x.com/The_AI_Investor/status/1977916616504443043) [@The_AI_Investor](/creator/x/The_AI_Investor) 2025-10-14T01:57Z 65.9K followers, 318.6K engagements


"Jensen shared the story of the first customer of NVIDIAs first AI supercomputer was a nonprofit co-founded by Elon Musk no other than OpenAI"  
[X Link](https://x.com/The_AI_Investor/status/1978696538626154984) [@The_AI_Investor](/creator/x/The_AI_Investor) 2025-10-16T05:36Z 65.9K followers, 15.1K engagements


"xAI is pursuing a $XX billion lease-to-own deal for Nvidia chips to build its Colossus X data center in Memphis The Information reports. Unlike OpenAI and Anthropic xAI aims to own its data centers. Valor Equity Partners will raise $XXX billion equity and $XXXX billion debt via an SPV to fund the chips with Nvidia investing up to $X billion. xAI can buy the chips after the lease shifting most risk to Valor"  
[X Link](https://x.com/The_AI_Investor/status/1978935308633935940) [@The_AI_Investor](/creator/x/The_AI_Investor) 2025-10-16T21:25Z 65.9K followers, 18.2K engagements


"Palantir vs OpenAI Market Cap: $422B vs $500B Current Year Sales: $4.16B vs $13B Growth Rate: XX% vs 3x What would you rather own I would buy OpenAI if it's public. No direct position for me thou I may own some OpenAI through NVDA"  
[X Link](https://x.com/The_AI_Investor/status/1979624964765724950) [@The_AI_Investor](/creator/x/The_AI_Investor) 2025-10-18T19:05Z 65.9K followers, 24.6K engagements


"This is crazy. Mr. Sankar is chief technology officer of Palantir Technologies Like Palantirs CEO Alex Karp who is often perceived as rude is there a specific culture at Palantir that encourages that behavior"  
[X Link](https://x.com/The_AI_Investor/status/1979686363034525752) [@The_AI_Investor](/creator/x/The_AI_Investor) 2025-10-18T23:09Z 65.9K followers, 12.4K engagements


"attacking CRM's CEO"  
[X Link](https://x.com/The_AI_Investor/status/1979686681214427560) [@The_AI_Investor](/creator/x/The_AI_Investor) 2025-10-18T23:11Z 65.9K followers, 8468 engagements


"GenAI Traffic Share Google's Gemini is gaining shares from OpenAI. Source below"  
[X Link](https://x.com/The_AI_Investor/status/1979961898037838200) [@The_AI_Investor](/creator/x/The_AI_Investor) 2025-10-19T17:24Z 65.9K followers, 20.3K engagements


"Jensen said NVIDIAs AI chip market share in China dropped from XX% to 0%. But anything above X% in future would be a bonus"  
[X Link](https://x.com/The_AI_Investor/status/1979993376482349444) [@The_AI_Investor](/creator/x/The_AI_Investor) 2025-10-19T19:29Z 65.9K followers, 7000 engagements


"Jensen just reiterated We are about a couple of hundred billion dollars into this journey and we have trillions of dollars of AI infrastructure to build over the next decade. This is just the very beginning of that journey"  
[X Link](https://x.com/The_AI_Investor/status/1980050058935775368) [@The_AI_Investor](/creator/x/The_AI_Investor) 2025-10-19T23:14Z 65.9K followers, 32.9K engagements


"The market has learned the DeepSeek lesson the hard way except this time theres no blogger posting a bear case for $NVDA based on the new Alibaba research. Jevons Paradox"  
[X Link](https://x.com/The_AI_Investor/status/1980097084507447469) [@The_AI_Investor](/creator/x/The_AI_Investor) 2025-10-20T02:21Z 65.9K followers, 18.4K engagements


"Less than five months ago I started a $GOOGL position and shared it with AI Investor community members. Perhaps we were among the few who captured the full XX% upside from the once dying search giant just in time and without leaving dead money in the stock beforehand. Besides my core NVDA position I occasionally share swing trades based on market dynamics in other companies some of which eventually become long-term holdings. Some other examples include $VRT $CRWV etc. this year and $TSM $NET etc. last year. Several community members have also shared even more successful trades in our Discord"  
[X Link](https://x.com/The_AI_Investor/status/1980100586499617231) [@The_AI_Investor](/creator/x/The_AI_Investor) 2025-10-20T02:35Z 65.9K followers, 9582 engagements


"My take is that the AGI timeline argument and therefore the AI bubble claim is nonsense. This was unexpectedly intensified by Andrejs recent podcast. AI doesnt need AGI to be transformative; todays LLM models and infrastructure like NVIDIA's Blackwell are already capable of disrupting trillions of dollars worth of knowledge work"  
[X Link](https://x.com/The_AI_Investor/status/1980101587285709008) [@The_AI_Investor](/creator/x/The_AI_Investor) 2025-10-20T02:39Z 65.9K followers, 9820 engagements


"Dario Amodei: "all this data center stuff is spending money the thing that's most important is making money. So this is why I focus on the revenue and the actual work that we're doing with businesses. Andropic is growing faster than any other company in the space.""  
[X Link](https://x.com/The_AI_Investor/status/1980129644436488286) [@The_AI_Investor](/creator/x/The_AI_Investor) 2025-10-20T04:31Z 65.9K followers, 11.9K engagements


"GDPval Leaderboard AI is already capable of disrupting many industries. GDPval measures a subset of well-specified tasks within the tracking occupations (source below)"  
[X Link](https://x.com/The_AI_Investor/status/1980141876364911018) [@The_AI_Investor](/creator/x/The_AI_Investor) 2025-10-20T05:19Z 65.9K followers, 3857 engagements


"Elon what happens first: Grok achieves AGI or the market figures out what AGI even means"  
[X Link](https://x.com/The_AI_Investor/status/1980145271825940836) [@The_AI_Investor](/creator/x/The_AI_Investor) 2025-10-20T05:33Z 65.9K followers, 6321 engagements


"Great episode of "How Jensen Works""  
[X Link](https://x.com/The_AI_Investor/status/1980152068460659107) [@The_AI_Investor](/creator/x/The_AI_Investor) 2025-10-20T06:00Z 65.9K followers, 8496 engagements


"$NVDA CEO Jensen Huang: "Blackwell Ultra GB300 has now entered full-scale production with output ramping up successfully." TSMC and all of NVIDIAs ecosystem partners including Foxconn Quanta Wistron Wiwynn ASUS and Gigabyte have performed exceptionally well enabling the Blackwell Ultra production ramp to progress very successfully"  
[X Link](https://x.com/The_AI_Investor/status/1959021791432556784) [@The_AI_Investor](/creator/x/The_AI_Investor) 2025-08-22T22:36Z 65.9K followers, 23.3K engagements


"Crazy stats: OpenAI processes X billion tokens per minute through its API alone"  
[X Link](https://x.com/The_AI_Investor/status/1975267100081201259) [@The_AI_Investor](/creator/x/The_AI_Investor) 2025-10-06T18:29Z 65.9K followers, 10.5K engagements


"$NVDA HSBC upgrades to Buy PT $XXX XX% upside Raises FY27e datacenter revenue to $351B (vs. consensus $258B +36%). FY27e EPS: $XXXX (vs. consensus $6.48) excludes China revenue. Bull case: $390B datacenter revenue EPS $XXXX assuming 800K CoWoS wafers based on supply chain data. CoWoS allocation: 700K wafers (from 480K +140% YoY) at TSMC; momentum returning post Q4-2025. Expects AI GPU TAM growth beyond hyperscalers and potential China demand recovery if trade deal progresses"  
[X Link](https://x.com/The_AI_Investor/status/1978468816884809748) [@The_AI_Investor](/creator/x/The_AI_Investor) 2025-10-15T14:31Z 65.9K followers, 14.4K engagements


""Grok will literally read every post and watch every video (100M+ per day) to match users with content theyre most likely to find interesting. " Elon is going to need a lot of Nvidia's GPUs for this. $NVDA"  
[X Link](https://x.com/The_AI_Investor/status/1979305107746689319) [@The_AI_Investor](/creator/x/The_AI_Investor) 2025-10-17T21:54Z 65.9K followers, 15.2K engagements


"Elon's latest AGI post:"  
[X Link](https://x.com/The_AI_Investor/status/1979728522932625603) [@The_AI_Investor](/creator/x/The_AI_Investor) 2025-10-19T01:57Z 65.9K followers, 2114 engagements


"The AI Investor Portfolio Update - new stock "OpenAI revenue this year will grow over 3X. So about $XX billion in revenue from about $X billion last year. So it's tripling on a very big base as well" - OpenAI CFO Sarah Friar. This is undoubtedly a remarkable growth but the question is: will they be the sole winner How to benefit from the AI frontier race I've just published a new article that will try to answer it with a new stock I've just bought today"  
[X Link](https://x.com/The_AI_Investor/status/1978990224752730393) [@The_AI_Investor](/creator/x/The_AI_Investor) 2025-10-17T01:03Z 65.9K followers, 16.1K engagements


"Meta Nears $30B Financing for 5GW Hyperion Data Center in Louisiana Meta is close to finalizing a $30B financing package for its planned 5GW Hyperion data center expected to be completed by 2029. The deal includes $27B in debt and $2.5B in equity structured through a special purpose vehicle (SPV) owned XX% by Meta and XX% by Blue Owl Capital. The debt maturing in 2049 will be priced at XXX bps over U.S. Treasuries. The structure mirrors xAIs recent $20B financing for its Colossus data center"  
[X Link](https://x.com/The_AI_Investor/status/1979197226007343602) [@The_AI_Investor](/creator/x/The_AI_Investor) 2025-10-17T14:46Z 65.9K followers, 16.6K engagements


"NVIDIA LEADS OPEN SOURCE AI MOMENTUM AS CHINESE LABS CLOSE IN NVIDIA has emerged as a surprising leader in this space topping open source AI repository contributions in 2025. Their releases include the Nemotron family (agentic) BioNeMo (biopharma) Cosmos (physical) Gr00t (robotics) and Canary (speech recognition)"  
[X Link](https://x.com/The_AI_Investor/status/1979309126560944435) [@The_AI_Investor](/creator/x/The_AI_Investor) 2025-10-17T22:10Z 65.9K followers, 55.5K engagements


"spraying on analysts"  
[X Link](https://x.com/The_AI_Investor/status/1979686826446328195) [@The_AI_Investor](/creator/x/The_AI_Investor) 2025-10-18T23:11Z 65.9K followers, 6163 engagements


"Elon - write like youre texting a smart human youve never met"  
[X Link](https://x.com/The_AI_Investor/status/1979985447330955450) [@The_AI_Investor](/creator/x/The_AI_Investor) 2025-10-19T18:58Z 65.9K followers, 7562 engagements


"🔋you can power all of America with a tiny dot in the desert"  
[X Link](https://x.com/The_AI_Investor/status/1979991210510180824) [@The_AI_Investor](/creator/x/The_AI_Investor) 2025-10-19T19:21Z 65.9K followers, 6768 engagements


"The risk of China being able to replicate ASML and TSMC is far greater than allowing them to use older Nvidia GPUs like the H20s"  
[X Link](https://x.com/The_AI_Investor/status/1980029619379351969) [@The_AI_Investor](/creator/x/The_AI_Investor) 2025-10-19T21:53Z 65.9K followers, 51.4K engagements


"$NVDA is still the largest holding in Nancy Pelosi's stock portfolio. Source in the picture"  
[X Link](https://x.com/The_AI_Investor/status/1980168269647712322) [@The_AI_Investor](/creator/x/The_AI_Investor) 2025-10-20T07:04Z 65.9K followers, 20.1K engagements