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# ![@dot_61 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1354106148543225857.png) @dot_61 dot61

dot61 posts on X about open ai, msft, $msft, $googls the most. They currently have XXX followers and XXX posts still getting attention that total XX engagements in the last XX hours.

### Engagements: XX [#](/creator/twitter::1354106148543225857/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1354106148543225857/c:line/m:interactions.svg)

- X Week XXX +164%
- X Month XXXXX -XX%
- X Months XXXXXX +7.40%
- X Year XXXXXX -XX%

### Mentions: X [#](/creator/twitter::1354106148543225857/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1354106148543225857/c:line/m:posts_active.svg)


### Followers: XXX [#](/creator/twitter::1354106148543225857/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1354106148543225857/c:line/m:followers.svg)

- X Week XXX no change
- X Month XXX +1.30%
- X Months XXX +44%

### CreatorRank: undefined [#](/creator/twitter::1354106148543225857/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1354106148543225857/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1354106148543225857/influence)
---

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

**Social topic influence**
[open ai](/topic/open-ai), [msft](/topic/msft), [$msft](/topic/$msft), [$googls](/topic/$googls), [avgo](/topic/avgo), [$avgo](/topic/$avgo), [googl](/topic/googl), [subscription](/topic/subscription), [$googl](/topic/$googl), [amzn](/topic/amzn)

**Top assets mentioned**
[Microsoft Corp. (MSFT)](/topic/$msft) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Apple, Inc. (AAPL)](/topic/$aapl) [Marvell Technology Inc (MRVL)](/topic/$mrvl) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Astera Labs, Inc. Common Stock (ALAB)](/topic/$alab) [Metadium (META)](/topic/$meta)
### Top Social Posts [#](/creator/twitter::1354106148543225857/posts)
---
Top posts by engagements in the last XX hours

"$NVDA By opening up its NVLink IP with partners ( $MRVL Alchip $ALAB MediaTek) Nvidia seems to be trying to create a lock-in for its networking infra in AI and shielding it from competition i.e. open-source Ethernet ( $AVGO) While Nvidia's approach could simplify co-existence of GPUs with custom ASICs historically such approaches have not worked with hyperscalers which would not want to permanently rely on a proprietary IP"  
![@dot_61 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1354106148543225857.png) [@dot_61](/creator/x/dot_61) on [X](/post/tweet/1924512991304728604) 2025-05-19 17:10:27 UTC XXX followers, XXX engagements


"$GOOGL Investors' are keeping its Search business in the penalty box. May be it takes some more time to realize that AI is expanding the Search market w/ queries that weren't possible before (and many of those knowledge-based queries may not be monetizable either). Google's free AI Mode is going to impact subscription revenue of OpenAI - no noticeable difference for most users. Further Google's lower cost of compute (TPU) could enable it to make is very expensive on others such as OpenAI and Perplexity to continue to train in hopes of building a sustainable consumer subscription or"  
![@dot_61 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1354106148543225857.png) [@dot_61](/creator/x/dot_61) on [X](/post/tweet/1948511153791140152) 2025-07-24 22:30:35 UTC XXX followers, XX engagements


"$META's AI talent raid (20 AI engrs so far) is not really an indication of its strength in AI but a recognition how far behind its model roadmap was from leaders like #OpenAI and $GOOGL. Further hiring this talent is not a guarantee that Meta will have more competitive models vs Anthropic ChatGPU or Gemini. $AMZN $MSFT $AAPL"  
![@dot_61 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1354106148543225857.png) [@dot_61](/creator/x/dot_61) on [X](/post/tweet/1948051913217282248) 2025-07-23 16:05:43 UTC XXX followers, XX engagements


"@KairosPraxis Most of these cheap efforts may not yield a successful program like $GOOGL's TPU. $MTEK and others dont have all the pieces of the puzzle for AI ASIC (networking CPO packaging). Will take a long time for $AVGO to crack. $AVGO"  
![@dot_61 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1354106148543225857.png) [@dot_61](/creator/x/dot_61) on [X](/post/tweet/1948052766225584376) 2025-07-23 16:09:07 UTC XXX followers, XXX engagements


"@TechFundies $GOOGL's free AI Mode will be bad for Perplexity and #OpenAI's ChatGPT subscription revenue $MSFT"  
![@dot_61 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1354106148543225857.png) [@dot_61](/creator/x/dot_61) on [X](/post/tweet/1948482474448986130) 2025-07-24 20:36:37 UTC XXX followers, XX engagements


"$GOOGL's competitive concerns around its Search business seem to be fading w/ focus shifting back to GCP growth and its AI leadership. This sentiment change could drive a quick multiple rerating allowing it to catchup in valuation to its MAG peers at 25x+ #OpenAI $MSFT $AAPL $META $AMZN"  
![@dot_61 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1354106148543225857.png) [@dot_61](/creator/x/dot_61) on [X](/post/tweet/1948161640613986426) 2025-07-23 23:21:44 UTC XXX followers, XXX engagements