[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.] #  @benitoz Ben Pouladian Ben Pouladian posts on X about $nvda, ai, $googl, nvda the most. They currently have XXXXX followers and 2150 posts still getting attention that total XXXXXX engagements in the last XX hours. ### Engagements: XXXXXX [#](/creator/twitter::30399584/interactions)  - X Week XXXXXXX -XX% - X Month XXXXXXXXX +2,135% - X Months XXXXXXXXX +1,181% - X Year XXXXXXXXXX +70% ### Mentions: XX [#](/creator/twitter::30399584/posts_active)  - X Week XX -XX% - X Month XXX +74% - X Months XXX +140% - X Year XXX -X% ### Followers: XXXXX [#](/creator/twitter::30399584/followers)  - X Week XXXXX +3.10% - X Month XXXXX +21% - X Months XXXXX +58% - X Year XXXXX +73% ### CreatorRank: XXXXXXX [#](/creator/twitter::30399584/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) #3186 [technology brands](/list/technology-brands) [countries](/list/countries) [finance](/list/finance) [celebrities](/list/celebrities) [fashion brands](/list/fashion-brands) [social networks](/list/social-networks) **Social topic influence** [$nvda](/topic/$nvda) #100, [ai](/topic/ai), [$googl](/topic/$googl) #1878, [nvda](/topic/nvda) #184, [ben](/topic/ben) #352, [china](/topic/china) #812, [taiwan](/topic/taiwan) #871, [apple](/topic/apple), [just a](/topic/just-a), [inference](/topic/inference) **Top accounts mentioned or mentioned by** [@elonmusk](/creator/undefined) [@tshirtnjeans2](/creator/undefined) [@theaiinvestor](/creator/undefined) [@jbulltard1](/creator/undefined) [@ericjhonsa](/creator/undefined) [@citrini7](/creator/undefined) [@trungtphan](/creator/undefined) [@firstadopter](/creator/undefined) [@dalibali2](/creator/undefined) [@nvidia](/creator/undefined) [@akramsrazor](/creator/undefined) [@dylan522p](/creator/undefined) [@scobleizer](/creator/undefined) [@dnystedt](/creator/undefined) [@yashar](/creator/undefined) [@ramahluwalia](/creator/undefined) [@openai](/creator/undefined) [@grok](/creator/undefined) [@nvidiagtc](/creator/undefined) [@houmanhemmati](/creator/undefined) **Top assets mentioned** [NVIDIA Corp. (NVDA)](/topic/$nvda) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Taiwan Semiconductor (TSM)](/topic/$tsm) [POP MART (PMRTY)](/topic/pop-mart) [Lumentum Holdings Inc. Common Stock (LITE)](/topic/$lite) [Credo Technology Group Holding Ltd Ordinary Shares (CRDO)](/topic/$crdo) [Astera Labs, Inc. Common Stock (ALAB)](/topic/$alab) [Applovin Corporation (APP)](/topic/applovin) [Dell Technologies, Inc. (DELL)](/topic/dell) [Hewlett Packard Enterprise Co (HPE)](/topic/$hpe) [Bank of America (BAC)](/topic/bank-of-america) [Bloom Energy Corporation (BE)](/topic/$be) ### Top Social Posts Top posts by engagements in the last XX hours "CoPoS isnt just a packaging upgrade It bends the whole cost curve If TSMC brings panel-level online by 2026 & Nvidia gets first dibs for Feynman TPUs & MI300/400 get squeezed Better yields lower cost denser silicon Nvidia widens the moat while everyone else eats pain" [X Link](https://x.com/benitoz/status/1996980579653538250) 2025-12-05T16:30Z 9321 followers, 8947 engagements "@HighyieldHarry Shots fired at Cole Haan" [X Link](https://x.com/benitoz/status/1998065853640921444) 2025-12-08T16:23Z 9312 followers, 1434 engagements "TPUs are for 🦃 NVIDIA still owns inference economics Artificial Analysis shows H100/B200 with 5x better tokens per dollar than TPU v6e & 2x better than MI300X Cloud buyers dont buy TFLOPS on slides they buy cost per token at real latency CUDA moat still undefeated $nvda" [X Link](https://x.com/benitoz/status/1993916916860330226) 2025-11-27T05:36Z 9269 followers, 57.3K engagements "Looks like Xai and Elon arent in the TPU camp" [X Link](https://x.com/benitoz/status/1994568470802174051) 2025-11-29T00:45Z 9280 followers, 5577 engagements "Interned at Cymer back when Bob Akins was driving Americas first EUV light source. Seeing XLight get federal backing feels like the US is finally making another run at an ASML-class capability. Big moment @PGelsinger" [X Link](https://x.com/benitoz/status/1995695272765390928) 2025-12-02T03:23Z 9280 followers, 1840 engagements "Totally agree TPUs moment was 2024 GB300 is the step-function and Rubin widens the gap The real scientific breakthroughs and economically useful agents arent happening on TPUs NVIDIAs about to pull away again and reset the narrative for the next decade 🚀👨🏻🔬 $nvda" [X Link](https://x.com/benitoz/status/1995921550516896041) 2025-12-02T18:22Z 9265 followers, 7166 engagements "🧵 The Importance of CoWoS (Chip-on-Wafer-on-Substrate) Semiconductor Technology $NVDA $TSM 🧵 1/ 🌐 In today's digital age the demand for faster smaller and more efficient electronic devices is ever-growing. Enter CoWoS technology a game-changer in semiconductor mfg" [X Link](https://x.com/benitoz/status/1691950091790368892) 2023-08-16T23:08Z 9293 followers, 1100 engagements "This Labubu craze is real Pop Mart $PMRTY looks like its a toy for all ages leaning more towards adults. Tariffs dont seem to bother anyone" [X Link](https://x.com/benitoz/status/1931831304385167623) 2025-06-08T21:50Z 9291 followers, 2538 engagements "@BillAckman How did you meet your wife" [X Link](https://x.com/benitoz/status/1989799692063125874) 2025-11-15T20:56Z 9290 followers, 413.4K engagements "REMEMBER: Hardware is HARD Apple took decades to build its supply chain. NVIDIA did too Jensens Taiwan relationships CoWoS/HBM capacity and rack-scale ecosystem didnt appear out of thin air You cant TPU your way into that in a year $NVDA" [X Link](https://x.com/benitoz/status/1994476153466490902) 2025-11-28T18:39Z 9291 followers, 74.6K engagements "2 people can look at $NVDA and see opposite things One says 18.5x on 2028 numbers with 413b rev isnt cheap The other says consensus is offsides again and none of us own enough Both can be true This spread is why $NVDA keeps melting faces the models lag the trajectory" [X Link](https://x.com/benitoz/status/1996257366527131922) 2025-12-03T16:36Z 9291 followers, 4054 engagements "TSMC rushing AP7/AP8 online after delays tells you the truth: AI demand is blowing past every forecast. CoWoS is still the bottleneck and Jensen keeps locking it up If this cycle were slowing TSMC wouldnt be expanding like this AI isnt peaking. Its accelerating $TSM $NVDA" [X Link](https://x.com/benitoz/status/1996783672952078521) 2025-12-05T03:28Z 9289 followers, 6624 engagements "@zephyr_z9 Having a direct relationship with TSMC and the rest of the Taiwanese supply chain is under rated same with Apples supply chain partners. Google has to go through Broadcom for now. And you forgot about NvLink Fusion 🔥" [X Link](https://x.com/benitoz/status/1996979028713263484) 2025-12-05T16:24Z 9291 followers, 3852 engagements "@TheValueist @ShanuMathew93 I might to a whole write up because $lite $crdo $alab might be confusing to many in the dc topology" [X Link](https://x.com/benitoz/status/1997878598255185965) 2025-12-08T03:59Z 9320 followers, XXX engagements "NVIDIAs Jensen on Capitol Hill answering questions about AI Reality: Trump probably fine with H200 sales to China the real obstacle is Congress If we want a safer global AI ecosystem we need the 🌎 building on the CUDA standard Open the pipes set the rules let USA win" [X Link](https://x.com/benitoz/status/1996267208516026583) 2025-12-03T17:16Z 9294 followers, 44.5K engagements "Nvidia just dodged a grenade. Congress kept the GAIN AI Act out of the defense bill meaning no forced America first chip allocation and no new China sales handcuffs Hawks wanted to choke exports but NVDAs lobbying machine won CUDA stays global and the runway stays wide" [X Link](https://x.com/benitoz/status/1996302858342588551) 2025-12-03T19:37Z 9292 followers, 44.9K engagements "So it looks like @AxonAdsManager really performed during the peak shopping season. Congrats to Applovin team $app" [X Link](https://x.com/benitoz/status/1995878559546835353) 2025-12-02T15:31Z 9294 followers, 1800 engagements "CUDA XXXX is a big upgrade CUDA Tile basically rewires how devs talk to NVIDIA GPUs It lowers the skill barrier boosts efficiency and pulls even more AI workloads into the CUDA gravity well This is Jensen extending the moat again TPUs and pretenders just fell further behind" [X Link](https://x.com/benitoz/status/1996977223207997822) 2025-12-05T16:17Z 9293 followers, 16K engagements "Winners: $NVDA grabbing control with standardized L10 trays on VR200 and GB300 ODM killers like Hon Hai/Wistron/Quanta power giants riding a XX percent CAGR and cooling players as liquid cooling goes vertical. Losers: $Dell/ $hpe and anyone still clinging to custom trays" [X Link](https://x.com/benitoz/status/1988824432476144026) 2025-11-13T04:21Z 9294 followers, 6378 engagements "Zuck Jensen TPU/GPU Game theory convo ZUCK: Google is giving me early TPU v7/v8. Im moving big Llama runs there. I want B200 pricing to reflect that. JENSEN: Then take the TPUs. If you believe theyll hit schedule go all-in. ZUCK: Im serious. I can cut my NVIDIA footprint by a third. JENSEN: Good. That frees up CoWoS for customers who want guaranteed delivery. Your allocation drops starting next quarter. ZUCK: Wait. We still need a baseline of H100/B200 for the mainline models. JENSEN: And youll get some allocation. But not priority. You split your demand someone else gets the front of the" [X Link](https://x.com/benitoz/status/1994847989500973505) 2025-11-29T19:16Z 9321 followers, 1.1M engagements "Nvidia becoming the first A16 customer tells you everything about the future Jensen is locking up the smallest nodes and the packaging long before anyone else Apple skipping A16 is big but the real story is TSMC expanding 2nm and 3nm capacity for Nvidia demand Supply is power" [X Link](https://x.com/benitoz/status/1995287111474483452) 2025-12-01T00:21Z 9312 followers, 127.1K engagements "NVIDIA just stepped upstream into EDA Synopsys + NVIDIA means RTL place-&-route timing and verification all get GPU-accelerated and AI-assisted Faster tapeouts higher yield bigger chips This is $nvda locking in the toolchain that decides what silicon the world can build" [X Link](https://x.com/benitoz/status/1995500683563516253) 2025-12-01T14:30Z 9294 followers, 12.4K engagements "The $100T industrial world doesnt flip from x86 just because GPUs are faster It flips because NVIDIA has spent 15+ years building CUDA libraries for every physics simulation and engineering domain Thats the real differentiation TPUs dont have that ecosystem $nvda does" [X Link](https://x.com/benitoz/status/1995650018116862438) 2025-12-02T00:23Z 9294 followers, 169.9K engagements "Nvidia CFO Colette Kress at UBS this morning: Competition Absolutely not. No AI bubble. Three secular shifts: CPU to GPU accelerated computing Recommender engines eating the internet AI and agentic AI Market headed to $34T by 2030. $nvda" [X Link](https://x.com/benitoz/status/1995880878766170193) 2025-12-02T15:40Z 9320 followers, 9595 engagements "Sam trying to cheat off Elon was supposed to be a meme Turns out it was basically the business plan WSJ says Altman explored building or buying a rocket company to take on SpaceX The man is speed-running every industry on Earth and now maybe off it 🚀🤣" [X Link](https://x.com/benitoz/status/1996415818356478268) 2025-12-04T03:06Z 9321 followers, 2022 engagements "Google may want to ramp TPUs but TSMCs CoWoS capacity is capped until 2027 Nvidia locked up most of that supply long ago and thats the real choke point This is why NVDA keeps scaling while rivals stall Jensen didnt just win on silicon he won by owning the packaging bottleneck" [X Link](https://x.com/benitoz/status/1996768385464721857) 2025-12-05T02:27Z 9321 followers, 43.7K engagements "Bank of America has a $XX target on $BE. Bloom just filed permits for 900MW of fuel cells at a Crusoe AI datacenter. Brookfield committed $X billion. Someone is catastrophically wrong. New post:" [X Link](https://x.com/benitoz/status/1997060729275666916) 2025-12-05T21:49Z 9321 followers, 3517 engagements "If inference is truly HBM-bound (as Google says) the markets been modeling this wrong FLOPs dont drive throughput: memory does That means HBM vendors win and $NVDA s moat widens since Blackwell was literally architected around bandwidth+locality while TPUs hit the wall" [X Link](https://x.com/benitoz/status/1997471378828894494) 2025-12-07T01:01Z 9321 followers, 78.1K engagements "@michaeljburry lol sitting in a warehouse yes because the racks are the last thing to go into the completed shell. While every person in the ai industry is fighting for compute allocation and Cowos supply. This isnt subprime mortgage bro" [X Link](https://x.com/benitoz/status/1997803590094864892) 2025-12-07T23:01Z 9321 followers, 10.6K engagements "Nvidias dominance isnt theory anymore its devs openly admitting they cant reproduce results off CUDA Once your stack depends on B200 + CUDA + Torch Google TPU/JAX is a downgrade This is the moat This is why Jensen wins every cycle and everyone else chases $nvda" [X Link](https://x.com/benitoz/status/1997809382755877350) 2025-12-07T23:24Z 9321 followers, 82K engagements "TSMCs CoWoS lines are jammed with AI orders and Nvidias already moving to CoWoP to escape the interposer bottleneck entirely. This is the difference While everyone else fights for capacity Jensen rewrites the packaging stack and expands the supply chain in real time $nvda" [X Link](https://x.com/benitoz/status/1997830376388276637) 2025-12-08T00:47Z 9321 followers, 7916 engagements "@gdb @TheSlyStallone You cant spell ADRIAN without AI 🥊" [X Link](https://x.com/benitoz/status/1998042670237942100) 2025-12-08T14:51Z 9320 followers, 2875 engagements "@OutspokenGeek What else is currently on your mind Would you like what you dont like Im curious" [X Link](https://x.com/benitoz/status/1998062864788234627) 2025-12-08T16:11Z 9311 followers, XX engagements "Monday Morning Quarterback: Everyone wants to build a custom GPU now with Marvell MediaTek Broadcom whoever. But by the time it tapes out CoWoS is jammed supply chain is constrained and youre X gens behind real question is: what are your watts-per-token/$ vs Nvidia" [X Link](https://x.com/benitoz/status/1998067320670020030) 2025-12-08T16:29Z 9321 followers, 3746 engagements "$NVDA U.S. clearing H200 exports to China. Yes theyre XX months behind Blackwell. But this expands TAM by billions and keeps the flywheel spinning. Wall Street models are about $60B light. Time to update those spreadsheets. 💪" [X Link](https://x.com/benitoz/status/1998094554113904926) 2025-12-08T18:17Z 9321 followers, 80.5K engagements "Elon I love this idea and Space DCs sound fun but they break every real constraint of AI compute. Power doesnt scale cooling is worse in vacuum GPUs arent rad-hard interconnect latency destroys training and costs go 2050. Great thought experiment not remotely viable in the next decades" [X Link](https://x.com/benitoz/status/1998494215375040965) 2025-12-09T20:45Z 9322 followers, 4397 engagements "TSMC pushing CoWoS to 127k wpm by 2026 is big but the real story is Nvidia pre-booking over half of it Add H200 China demand in 2526 and the squeeze tightens Broadcom gets 240k wafers in 2026 AMD is #3 MediaTek barely onboarding Packaging is the new choke point anon $nvda" [X Link](https://x.com/benitoz/status/1998568421831880979) 2025-12-10T01:40Z 9321 followers, 16.7K 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.]
@benitoz Ben Pouladian
Ben Pouladian posts on X about $nvda, ai, $googl, nvda the most. They currently have XXXXX followers and 2150 posts still getting attention that total XXXXXX engagements in the last XX hours.
Engagements: XXXXXX #
- X Week XXXXXXX -XX%
- X Month XXXXXXXXX +2,135%
- X Months XXXXXXXXX +1,181%
- X Year XXXXXXXXXX +70%
Mentions: XX #
- X Week XX -XX%
- X Month XXX +74%
- X Months XXX +140%
- X Year XXX -X%
Followers: XXXXX #
- X Week XXXXX +3.10%
- X Month XXXXX +21%
- X Months XXXXX +58%
- X Year XXXXX +73%
CreatorRank: XXXXXXX #
Social Influence
Social category influence stocks #3186 technology brands countries finance celebrities fashion brands social networks
Social topic influence $nvda #100, ai, $googl #1878, nvda #184, ben #352, china #812, taiwan #871, apple, just a, inference
Top accounts mentioned or mentioned by @elonmusk @tshirtnjeans2 @theaiinvestor @jbulltard1 @ericjhonsa @citrini7 @trungtphan @firstadopter @dalibali2 @nvidia @akramsrazor @dylan522p @scobleizer @dnystedt @yashar @ramahluwalia @openai @grok @nvidiagtc @houmanhemmati
Top assets mentioned NVIDIA Corp. (NVDA) Alphabet Inc Class A (GOOGL) Taiwan Semiconductor (TSM) POP MART (PMRTY) Lumentum Holdings Inc. Common Stock (LITE) Credo Technology Group Holding Ltd Ordinary Shares (CRDO) Astera Labs, Inc. Common Stock (ALAB) Applovin Corporation (APP) Dell Technologies, Inc. (DELL) Hewlett Packard Enterprise Co (HPE) Bank of America (BAC) Bloom Energy Corporation (BE)
Top Social Posts
Top posts by engagements in the last XX hours
"CoPoS isnt just a packaging upgrade It bends the whole cost curve If TSMC brings panel-level online by 2026 & Nvidia gets first dibs for Feynman TPUs & MI300/400 get squeezed Better yields lower cost denser silicon Nvidia widens the moat while everyone else eats pain"
X Link 2025-12-05T16:30Z 9321 followers, 8947 engagements
"@HighyieldHarry Shots fired at Cole Haan"
X Link 2025-12-08T16:23Z 9312 followers, 1434 engagements
"TPUs are for 🦃 NVIDIA still owns inference economics Artificial Analysis shows H100/B200 with 5x better tokens per dollar than TPU v6e & 2x better than MI300X Cloud buyers dont buy TFLOPS on slides they buy cost per token at real latency CUDA moat still undefeated $nvda"
X Link 2025-11-27T05:36Z 9269 followers, 57.3K engagements
"Looks like Xai and Elon arent in the TPU camp"
X Link 2025-11-29T00:45Z 9280 followers, 5577 engagements
"Interned at Cymer back when Bob Akins was driving Americas first EUV light source. Seeing XLight get federal backing feels like the US is finally making another run at an ASML-class capability. Big moment @PGelsinger"
X Link 2025-12-02T03:23Z 9280 followers, 1840 engagements
"Totally agree TPUs moment was 2024 GB300 is the step-function and Rubin widens the gap The real scientific breakthroughs and economically useful agents arent happening on TPUs NVIDIAs about to pull away again and reset the narrative for the next decade 🚀👨🏻🔬 $nvda"
X Link 2025-12-02T18:22Z 9265 followers, 7166 engagements
"🧵 The Importance of CoWoS (Chip-on-Wafer-on-Substrate) Semiconductor Technology $NVDA $TSM 🧵 1/ 🌐 In today's digital age the demand for faster smaller and more efficient electronic devices is ever-growing. Enter CoWoS technology a game-changer in semiconductor mfg"
X Link 2023-08-16T23:08Z 9293 followers, 1100 engagements
"This Labubu craze is real Pop Mart $PMRTY looks like its a toy for all ages leaning more towards adults. Tariffs dont seem to bother anyone"
X Link 2025-06-08T21:50Z 9291 followers, 2538 engagements
"@BillAckman How did you meet your wife"
X Link 2025-11-15T20:56Z 9290 followers, 413.4K engagements
"REMEMBER: Hardware is HARD Apple took decades to build its supply chain. NVIDIA did too Jensens Taiwan relationships CoWoS/HBM capacity and rack-scale ecosystem didnt appear out of thin air You cant TPU your way into that in a year $NVDA"
X Link 2025-11-28T18:39Z 9291 followers, 74.6K engagements
"2 people can look at $NVDA and see opposite things One says 18.5x on 2028 numbers with 413b rev isnt cheap The other says consensus is offsides again and none of us own enough Both can be true This spread is why $NVDA keeps melting faces the models lag the trajectory"
X Link 2025-12-03T16:36Z 9291 followers, 4054 engagements
"TSMC rushing AP7/AP8 online after delays tells you the truth: AI demand is blowing past every forecast. CoWoS is still the bottleneck and Jensen keeps locking it up If this cycle were slowing TSMC wouldnt be expanding like this AI isnt peaking. Its accelerating $TSM $NVDA"
X Link 2025-12-05T03:28Z 9289 followers, 6624 engagements
"@zephyr_z9 Having a direct relationship with TSMC and the rest of the Taiwanese supply chain is under rated same with Apples supply chain partners. Google has to go through Broadcom for now. And you forgot about NvLink Fusion 🔥"
X Link 2025-12-05T16:24Z 9291 followers, 3852 engagements
"@TheValueist @ShanuMathew93 I might to a whole write up because $lite $crdo $alab might be confusing to many in the dc topology"
X Link 2025-12-08T03:59Z 9320 followers, XXX engagements
"NVIDIAs Jensen on Capitol Hill answering questions about AI Reality: Trump probably fine with H200 sales to China the real obstacle is Congress If we want a safer global AI ecosystem we need the 🌎 building on the CUDA standard Open the pipes set the rules let USA win"
X Link 2025-12-03T17:16Z 9294 followers, 44.5K engagements
"Nvidia just dodged a grenade. Congress kept the GAIN AI Act out of the defense bill meaning no forced America first chip allocation and no new China sales handcuffs Hawks wanted to choke exports but NVDAs lobbying machine won CUDA stays global and the runway stays wide"
X Link 2025-12-03T19:37Z 9292 followers, 44.9K engagements
"So it looks like @AxonAdsManager really performed during the peak shopping season. Congrats to Applovin team $app"
X Link 2025-12-02T15:31Z 9294 followers, 1800 engagements
"CUDA XXXX is a big upgrade CUDA Tile basically rewires how devs talk to NVIDIA GPUs It lowers the skill barrier boosts efficiency and pulls even more AI workloads into the CUDA gravity well This is Jensen extending the moat again TPUs and pretenders just fell further behind"
X Link 2025-12-05T16:17Z 9293 followers, 16K engagements
"Winners: $NVDA grabbing control with standardized L10 trays on VR200 and GB300 ODM killers like Hon Hai/Wistron/Quanta power giants riding a XX percent CAGR and cooling players as liquid cooling goes vertical. Losers: $Dell/ $hpe and anyone still clinging to custom trays"
X Link 2025-11-13T04:21Z 9294 followers, 6378 engagements
"Zuck Jensen TPU/GPU Game theory convo ZUCK: Google is giving me early TPU v7/v8. Im moving big Llama runs there. I want B200 pricing to reflect that. JENSEN: Then take the TPUs. If you believe theyll hit schedule go all-in. ZUCK: Im serious. I can cut my NVIDIA footprint by a third. JENSEN: Good. That frees up CoWoS for customers who want guaranteed delivery. Your allocation drops starting next quarter. ZUCK: Wait. We still need a baseline of H100/B200 for the mainline models. JENSEN: And youll get some allocation. But not priority. You split your demand someone else gets the front of the"
X Link 2025-11-29T19:16Z 9321 followers, 1.1M engagements
"Nvidia becoming the first A16 customer tells you everything about the future Jensen is locking up the smallest nodes and the packaging long before anyone else Apple skipping A16 is big but the real story is TSMC expanding 2nm and 3nm capacity for Nvidia demand Supply is power"
X Link 2025-12-01T00:21Z 9312 followers, 127.1K engagements
"NVIDIA just stepped upstream into EDA Synopsys + NVIDIA means RTL place-&-route timing and verification all get GPU-accelerated and AI-assisted Faster tapeouts higher yield bigger chips This is $nvda locking in the toolchain that decides what silicon the world can build"
X Link 2025-12-01T14:30Z 9294 followers, 12.4K engagements
"The $100T industrial world doesnt flip from x86 just because GPUs are faster It flips because NVIDIA has spent 15+ years building CUDA libraries for every physics simulation and engineering domain Thats the real differentiation TPUs dont have that ecosystem $nvda does"
X Link 2025-12-02T00:23Z 9294 followers, 169.9K engagements
"Nvidia CFO Colette Kress at UBS this morning: Competition Absolutely not. No AI bubble. Three secular shifts: CPU to GPU accelerated computing Recommender engines eating the internet AI and agentic AI Market headed to $34T by 2030. $nvda"
X Link 2025-12-02T15:40Z 9320 followers, 9595 engagements
"Sam trying to cheat off Elon was supposed to be a meme Turns out it was basically the business plan WSJ says Altman explored building or buying a rocket company to take on SpaceX The man is speed-running every industry on Earth and now maybe off it 🚀🤣"
X Link 2025-12-04T03:06Z 9321 followers, 2022 engagements
"Google may want to ramp TPUs but TSMCs CoWoS capacity is capped until 2027 Nvidia locked up most of that supply long ago and thats the real choke point This is why NVDA keeps scaling while rivals stall Jensen didnt just win on silicon he won by owning the packaging bottleneck"
X Link 2025-12-05T02:27Z 9321 followers, 43.7K engagements
"Bank of America has a $XX target on $BE. Bloom just filed permits for 900MW of fuel cells at a Crusoe AI datacenter. Brookfield committed $X billion. Someone is catastrophically wrong. New post:"
X Link 2025-12-05T21:49Z 9321 followers, 3517 engagements
"If inference is truly HBM-bound (as Google says) the markets been modeling this wrong FLOPs dont drive throughput: memory does That means HBM vendors win and $NVDA s moat widens since Blackwell was literally architected around bandwidth+locality while TPUs hit the wall"
X Link 2025-12-07T01:01Z 9321 followers, 78.1K engagements
"@michaeljburry lol sitting in a warehouse yes because the racks are the last thing to go into the completed shell. While every person in the ai industry is fighting for compute allocation and Cowos supply. This isnt subprime mortgage bro"
X Link 2025-12-07T23:01Z 9321 followers, 10.6K engagements
"Nvidias dominance isnt theory anymore its devs openly admitting they cant reproduce results off CUDA Once your stack depends on B200 + CUDA + Torch Google TPU/JAX is a downgrade This is the moat This is why Jensen wins every cycle and everyone else chases $nvda"
X Link 2025-12-07T23:24Z 9321 followers, 82K engagements
"TSMCs CoWoS lines are jammed with AI orders and Nvidias already moving to CoWoP to escape the interposer bottleneck entirely. This is the difference While everyone else fights for capacity Jensen rewrites the packaging stack and expands the supply chain in real time $nvda"
X Link 2025-12-08T00:47Z 9321 followers, 7916 engagements
"@gdb @TheSlyStallone You cant spell ADRIAN without AI 🥊"
X Link 2025-12-08T14:51Z 9320 followers, 2875 engagements
"@OutspokenGeek What else is currently on your mind Would you like what you dont like Im curious"
X Link 2025-12-08T16:11Z 9311 followers, XX engagements
"Monday Morning Quarterback: Everyone wants to build a custom GPU now with Marvell MediaTek Broadcom whoever. But by the time it tapes out CoWoS is jammed supply chain is constrained and youre X gens behind real question is: what are your watts-per-token/$ vs Nvidia"
X Link 2025-12-08T16:29Z 9321 followers, 3746 engagements
"$NVDA U.S. clearing H200 exports to China. Yes theyre XX months behind Blackwell. But this expands TAM by billions and keeps the flywheel spinning. Wall Street models are about $60B light. Time to update those spreadsheets. 💪"
X Link 2025-12-08T18:17Z 9321 followers, 80.5K engagements
"Elon I love this idea and Space DCs sound fun but they break every real constraint of AI compute. Power doesnt scale cooling is worse in vacuum GPUs arent rad-hard interconnect latency destroys training and costs go 2050. Great thought experiment not remotely viable in the next decades"
X Link 2025-12-09T20:45Z 9322 followers, 4397 engagements
"TSMC pushing CoWoS to 127k wpm by 2026 is big but the real story is Nvidia pre-booking over half of it Add H200 China demand in 2526 and the squeeze tightens Broadcom gets 240k wafers in 2026 AMD is #3 MediaTek barely onboarding Packaging is the new choke point anon $nvda"
X Link 2025-12-10T01:40Z 9321 followers, 16.7K engagements