# ![@cycleresearc Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::2015867230970425344.png) @cycleresearc Cycle Research

Cycle Research posts on X about $amzn, ai, open ai, $msft the most. They currently have [--] followers and [--] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::2015867230970425344/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2015867230970425344/c:line/m:interactions.svg)


### Mentions: [--] [#](/creator/twitter::2015867230970425344/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2015867230970425344/c:line/m:posts_active.svg)


### Followers: [--] [#](/creator/twitter::2015867230970425344/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2015867230970425344/c:line/m:followers.svg)


### CreatorRank: [-------] [#](/creator/twitter::2015867230970425344/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2015867230970425344/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [technology brands](/list/technology-brands)  [finance](/list/finance)  [countries](/list/countries)  [fashion brands](/list/fashion-brands)  [currencies](/list/currencies) 

**Social topic influence**
[$amzn](/topic/$amzn) #355, [ai](/topic/ai), [open ai](/topic/open-ai) #2094, [$msft](/topic/$msft) #164, [$tsm](/topic/$tsm) #66, [taiwan](/topic/taiwan) #1061, [ip](/topic/ip), [$oklo](/topic/$oklo), [list](/topic/list), [amzn](/topic/amzn)

**Top accounts mentioned or mentioned by**
[@financejack44](/creator/undefined) [@oguzerkan](/creator/undefined) [@widemoatczar](/creator/undefined) [@siennafi](/creator/undefined) [@aleabitoreddit](/creator/undefined) [@sama](/creator/undefined) [@deepmoatsociety](/creator/undefined) [@acquiredfm](/creator/undefined) [@jukan05](/creator/undefined) [@kobeissiletter](/creator/undefined) [@mmmtwealth](/creator/undefined) [@samsolid57](/creator/undefined) [@dennispabs](/creator/undefined)

**Top assets mentioned**
[Amazon.com, Inc. (AMZN)](/topic/$amzn) [Microsoft Corp. (MSFT)](/topic/$msft) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Oklo Inc. (OKLO)](/topic/$oklo) [Sandisk Corporation (SNDK)](/topic/$sndk) [GitLab Inc. (GTLB)](/topic/$gtlb) [Micron Technology, Inc. (MU)](/topic/$mu) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Alphabet Inc Class A (GOOGL)](/topic/$goog)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@WideMoatCzar Dont forget $AMZN. AI infrastructure buildout + AWS dominance might make it the strongest play"  
[X Link](https://x.com/cycleresearc/status/2021726148552442000)  2026-02-11T23:20Z [--] followers, [--] engagements


"@aleabitoreddit Id add energy to that list. Its one of the real bottlenecks or will be very soon. A few months ago everyone was talking about power constraints now its gone quiet but that theme isnt going away. Its likely to become very interesting again. $OKLO"  
[X Link](https://x.com/cycleresearc/status/2021457838812561872)  2026-02-11T05:34Z [--] followers, [----] engagements


"@oguzerkan $AMZN has been building out infrastructure hard over the past couple years and that capacity is finally coming online in [----]. The timing is perfect new data centers hitting right when AI demand is peaking. And low OpenAI exposure makes it even better. $AMZN"  
[X Link](https://x.com/cycleresearc/status/2022260290302132575)  2026-02-13T10:43Z [--] followers, [---] engagements


"@oguzerkan And lets not forget $AMZN's track record of underhyping. When Jassy says its an extraordinarily unusual opportunity to forever change the size of AWS thats about as bullish as $AMZN gets publicly"  
[X Link](https://x.com/cycleresearc/status/2022631988117803038)  2026-02-14T11:20Z [--] followers, [---] engagements


"@sama Agreed on both. Novel frontier research shows real reasoning not just pattern matching"  
[X Link](https://x.com/cycleresearc/status/2022730639682785673)  2026-02-14T17:52Z [--] followers, [---] engagements


"@FinanceJack44 I would be 100% in $TSM if only we wouldnt have Taiwan risk😢"  
[X Link](https://x.com/cycleresearc/status/2022817028298432973)  2026-02-14T23:35Z [--] followers, [--] engagements


"@DeepMoatSociety @FinanceJack44 @AcquiredFM Still $TSM's client diversification is much better it reduces single-customer risk significantly"  
[X Link](https://x.com/cycleresearc/status/2022818535370543236)  2026-02-14T23:41Z [--] followers, [--] engagements


"@jukan05 Are you also going to mention Professor Kim and his future idea of HBF $SNDK and SK Hynix are well positioned for this potential solution alongside HBM"  
[X Link](https://x.com/cycleresearc/status/2022700940353056941)  2026-02-14T15:54Z [--] followers, [----] engagements


"@siennafi $MSFT has strong enterprise distribution but Anthropic (via $AMZN) and Gemini are winning sticky clients too. Enterprises arent picking one model for now theyre adopting multiple"  
[X Link](https://x.com/cycleresearc/status/2022803176508842145)  2026-02-14T22:40Z [--] followers, [--] engagements


"@siennafi @KobeissiLetter Exactly why Im not 100% in $TSM. China economic uncertainty + Taiwan geopolitical risk = too much concentration risk"  
[X Link](https://x.com/cycleresearc/status/2022809346300604589)  2026-02-14T23:05Z [--] followers, [---] engagements


"@MMMTwealth [--]. $MSFT: While they lag $GOOGL's TPUs today they own IP rights to whatever OpenAI develops. That's a potential game-changer"  
[X Link](https://x.com/cycleresearc/status/2023041143412543735)  2026-02-15T14:26Z [--] followers, [---] engagements


"@oguzerkan Maybe $GTLB Valuation got interesting fast with this selloff"  
[X Link](https://x.com/cycleresearc/status/2023045714830635147)  2026-02-15T14:44Z [--] followers, [----] engagements


"@samsolid57 Market's missing $MSFT's positioning. Enterprise moat (Azure/M365 lock-in) isn't reflected in valuation. OpenAI partnership is pure upside: revenue share deal IP rights to models IP rights to custom ASICs. Current price is a gift"  
[X Link](https://x.com/cycleresearc/status/2023054017258197500)  2026-02-15T15:17Z [--] followers, [---] engagements


"@FinanceJack44 Well chosen wouldn't change a thing at these valuations👊"  
[X Link](https://x.com/cycleresearc/status/2023108613527515443)  2026-02-15T18:54Z [--] followers, [--] engagements


"Just had a conversation with former $AMZN employee and he gave me this insight. AI accelerates the work (gains are real) but not enterprise delivery timelines. Governance compliance approvals change control can't be automated. A 12-week project might take [--] weeks of dev work now but still ships in [--] weeks. Different gains. https://twitter.com/i/web/status/2023124797656363412 https://twitter.com/i/web/status/2023124797656363412"  
[X Link](https://x.com/cycleresearc/status/2023124797656363412)  2026-02-15T19:58Z [--] followers, [---] engagements


"DRAM supply tightening fast. Lead times up 8-10 weeks in just [--] months. Industry sources flagging potential 20% supply gap by Q3 [----] even for orders already on the books. Memory constraints = bottleneck for data center expansion. $MU $AMZN $GOOG $MSFT $NVDA"  
[X Link](https://x.com/cycleresearc/status/2023130295856517194)  2026-02-15T20:20Z [--] followers, [---] engagements

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