[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.] #  @exponentialluke Being Exponential | Luke Lango Being Exponential | Luke Lango posts on X about ai, strong, $nvda, business the most. They currently have XXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::1922357347881779200/interactions)  - X Week XXXXX +88% - X Month XXXXXX -XX% - X Months XXXXXXX +2,527% ### Mentions: XX [#](/creator/twitter::1922357347881779200/posts_active)  - X Week XX -XX% - X Month XXX -XX% - X Months XXX +1,067% ### Followers: XXX [#](/creator/twitter::1922357347881779200/followers)  - X Week XXX +3.70% - X Month XXX +17% - X Months XXX +2,541% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1922357347881779200/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) [finance](/list/finance) [technology brands](/list/technology-brands) [travel destinations](/list/travel-destinations) [countries](/list/countries) [cryptocurrencies](/list/cryptocurrencies) **Social topic influence** [ai](/topic/ai), [strong](/topic/strong), [$nvda](/topic/$nvda) #1932, [business](/topic/business), [$msft](/topic/$msft) #157, [investment](/topic/investment), [$googl](/topic/$googl), [$meta](/topic/$meta) #247, [meta](/topic/meta), [$rklb](/topic/$rklb) #90 **Top accounts mentioned or mentioned by** [@yaboilyrical](/creator/undefined) [@foundationcap](/creator/undefined) [@celo](/creator/undefined) [@richardxroe](/creator/undefined) [@marketbeatcom](/creator/undefined) [@allinsummit](/creator/undefined) [@walmart](/creator/undefined) [@solana](/creator/undefined) **Top assets mentioned** [NVIDIA Corp. (NVDA)](/topic/$nvda) [Microsoft Corp. (MSFT)](/topic/$msft) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Metadium (META)](/topic/$meta) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Monolithic Power Systems, Inc. (MPWR)](/topic/$mpwr) [Rubrik, Inc. (RBRK)](/topic/$rbrk) [Klaviyo, Inc. (KVYO)](/topic/$kvyo) [Nova Ltd. Ordinary Shares (NVMI)](/topic/$nvmi) [Pure Storage, Inc. (PSTG)](/topic/$pstg) [Snowflake, Inc. (SNOW)](/topic/$snow) [Brookfield Asset Management Inc (BAM)](/topic/$bam) [NextEra Energy Inc (NEE)](/topic/$nee) [USA Rare Earth, Inc. Class A Common Stock (USAR)](/topic/$usar) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Globalstar, Inc. (GSAT)](/topic/$gsat) [Iridium Communications Inc. (IRDM)](/topic/$irdm) [Viasat Inc (VSAT)](/topic/$vsat) [Redwire Corporation (RDW)](/topic/$rdw) [Boeing Co (BA)](/topic/$ba) [Limitus (LMT)](/topic/$lmt) [Coherent Inc (COHR)](/topic/$cohr) [Lumentum Holdings Inc. Common Stock (LITE)](/topic/$lite) [Ciena Corporation (CIEN)](/topic/$cien) [GlobalFoundries, Inc. (GFS)](/topic/$gfs) [Microchip Technology Inc. (MCHP)](/topic/$mchp) [Texas Instruments (TXN)](/topic/$txn) ### Top Social Posts Top posts by engagements in the last XX hours "$MPWR down despite a strong Q3 report that smashed expectations + Q4 guide that was much better than expected too. There's some valuation friction at play here. Going into the print MPWR stock was trading at 48X forward earnings which essentially matched a 4-year high. This is the stock is just letting some air out of the wheels. But I think shares bounce back very soon because the underlying growth story is great. MPWR continues to position itself as the "power every AI socket" supplier (GPU/accelerator modules OAM/UBB platforms next-gen training hardware etc) which keeps the company" [X Link](https://x.com/exponentialluke/status/1984307888198992178) 2025-10-31T17:14Z XXX followers, XXX engagements "What AI Bubble $NVDA partner Hon Hai reported revenue growth of XX% in November accelerating from October which itself accelerated from September. Meanwhile OpenAI is partnering with Australian datacenter operator NextDC to build a $4.6B computing cluster in Sydney. And SoftBank is planning a multi-billion-dollar project to develop "Trump Industrial Parks" throughout the U.S. that pump out AI equipment. The AI Boom rolls on" [X Link](https://x.com/exponentialluke/status/1997032733642825777) 2025-12-05T19:58Z XXX followers, XXX engagements "$RBRK +25% because they just printed the textbook "AI security winner" quarter. 2X-beat-and-raise. Revs +48%. Subscription revs +52%. Cloud ARR +53%. Customers $100K ARR +27%. Record XX new $1mm+ ARR customers 50%+ growth in that big-logo cohort. Net retention rate of 120%. Gross margins +400bps - 83%. Operating margins +16pts - 3%. FCF up nearly 400%. Mgmt says their mission is to "lead Rubrik into our next era as the security and AI operations company." And they are doing just that. I absolutely love this stock. Lots more upside ahead in my view" [X Link](https://x.com/exponentialluke/status/1997040283528450380) 2025-12-05T20:28Z XXX followers, XXX engagements "$KVYO to me feels like a hidden gem in the AI world. The AI marketing software provider just delivered a double-beat-and-raise Q3 earnings report which broadly confirms that companies are turning to them to improve their marketing efforts with AI and that Klaviyo is delivering for those customers leading to supercharged revenue + profit growth. The new Marketing Agent workflow is the big one. Klaviyo has built a tam of task-specific AI agents (research - strategy - creative - execution - brand safety) all along the market funnel that auto-builds full marketing campaigns for human review." [X Link](https://x.com/exponentialluke/status/1986539353804546525) 2025-11-06T21:01Z XXX followers, XXX engagements "Valuation friction at $NVMI makes some sense - this is a maybe 15-20% EPS grower trading at 35X forward PE which feels rich. But that's not rich enough of a valuation to offset what is tremendously underlying momentum at this business from the AI capex supercycle. Nova is a picks-and-shovels leader in metrology for big AI bottlenecks (GAA transistor stacks HBM packaging new materials etc) which positions them well for surging demand both now and for the foreseeable future. That's exactly what we're seeing. Record memory revenue. Tool-of-record wins in GAA. Multi-tool HBM orders. Rising" [X Link](https://x.com/exponentialluke/status/1986577849265103208) 2025-11-06T23:34Z XXX followers, XXX engagements "$PSTG is getting hammered today because management said they're going to spend a bunch more than expected next year reducing the margin expansion outlook and limiting profit growth potential in FY27. But I think this sell-off is grossly overstated. Pure Storage is seeing enormous demand signals from the AI infrastructure buildout. They are dominating with hyperscalers. YTD shipments for the flagship DirectFlash-based hyperscaler design already exceeded management's full-year plan of 1-2 exabytes by the end of Q3 with more coming in Q4. Mgmt explicitly said they expect momentum to continue" [X Link](https://x.com/exponentialluke/status/1996338929059221570) 2025-12-03T22:01Z XXX followers, XXX engagements "The problem with $SNOW is that when you're trading at 100X forward EBITDA you need a stellar quarter for your stock to go higher - and the Q3 print was decent not stellar. Growth rates are strong (revs +29%) but slowing (Q4e +27%) in a sign that while the core data infrastructure business remains healthy new AI verticals aren't adding much growth firepower yet. Meanwhile margins are starting to retreat because management is investing in these new AI verticals that aren't yet bearing any fruit. Makes sense why the stock is down. But I still maintain that every AI app and agent is useless" [X Link](https://x.com/exponentialluke/status/1996720174188335514) 2025-12-04T23:16Z XXX followers, 1022 engagements "$MSFT to invest $17.5B on AI in India over the next four years MSFT also boosting its investment on AI in Canada to $19B CAD between 2023 and 2027 $BAM + Qatar Investment Authority pouring $20B into AI infrastructure through new JV $NEE expanding its energy partnership with $GOOGL and $META Again. what AI Bubble" [X Link](https://x.com/exponentialluke/status/1998474234570695044) 2025-12-09T19:26Z XXX followers, XXX engagements "$DBI reporting stellar numbers on the back of resurgent strength in DSW was not on my bingo card. This economy is so confusing" [X Link](https://x.com/exponentialluke/status/1998497916709908986) 2025-12-09T21:00Z XXX followers, XX engagements "$USAR plans to begin commercial production at Round Top in late 2028 two years earlier than previously anticipated. That is bullish" [X Link](https://x.com/exponentialluke/status/1998815486512099594) 2025-12-10T18:02Z XXX followers, XXX engagements "The SpaceX IPO has me thinking about orbital computing. Constructing data centers in space -- where power is virtually unlimited and cooling equipment isn't needed -- seems like the next big wave of AI infrastructure investment. This is obviously great news for $RKLB $ASTS and other space stocks. But there are other companies that could benefit. Digging further" [X Link](https://x.com/exponentialluke/status/1998818506415255874) 2025-12-10T18:14Z XXX followers, XXX engagements "My first attempt at an orbital compute playbook. X baskets. XX stocks. Compute owners: $AMZN $MSFT $GOOGL $META Rockets: $DXYZ $RKLB Orbital networks: $ASTS $GSAT $IRDM $VSAT Space compute: $GFS $MCHP $TXN $NVDA Space power: $RDW $BA $LMT Lasers: $COHR $LITE $CIEN" [X Link](https://x.com/exponentialluke/status/1998837886381408733) 2025-12-10T19:31Z XXX followers, XXX 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.]
@exponentialluke Being Exponential | Luke Lango
Being Exponential | Luke Lango posts on X about ai, strong, $nvda, business the most. They currently have XXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.
Engagements: XXX #
- X Week XXXXX +88%
- X Month XXXXXX -XX%
- X Months XXXXXXX +2,527%
Mentions: XX #
- X Week XX -XX%
- X Month XXX -XX%
- X Months XXX +1,067%
Followers: XXX #
- X Week XXX +3.70%
- X Month XXX +17%
- X Months XXX +2,541%
CreatorRank: XXXXXXXXX #
Social Influence
Social category influence stocks finance technology brands travel destinations countries cryptocurrencies
Social topic influence ai, strong, $nvda #1932, business, $msft #157, investment, $googl, $meta #247, meta, $rklb #90
Top accounts mentioned or mentioned by @yaboilyrical @foundationcap @celo @richardxroe @marketbeatcom @allinsummit @walmart @solana
Top assets mentioned NVIDIA Corp. (NVDA) Microsoft Corp. (MSFT) Alphabet Inc Class A (GOOGL) Metadium (META) Rocket Lab USA, Inc. Common Stock (RKLB) AST SpaceMobile, Inc. Class A Common Stock (ASTS) Monolithic Power Systems, Inc. (MPWR) Rubrik, Inc. (RBRK) Klaviyo, Inc. (KVYO) Nova Ltd. Ordinary Shares (NVMI) Pure Storage, Inc. (PSTG) Snowflake, Inc. (SNOW) Brookfield Asset Management Inc (BAM) NextEra Energy Inc (NEE) USA Rare Earth, Inc. Class A Common Stock (USAR) Amazon.com, Inc. (AMZN) Globalstar, Inc. (GSAT) Iridium Communications Inc. (IRDM) Viasat Inc (VSAT) Redwire Corporation (RDW) Boeing Co (BA) Limitus (LMT) Coherent Inc (COHR) Lumentum Holdings Inc. Common Stock (LITE) Ciena Corporation (CIEN) GlobalFoundries, Inc. (GFS) Microchip Technology Inc. (MCHP) Texas Instruments (TXN)
Top Social Posts
Top posts by engagements in the last XX hours
"$MPWR down despite a strong Q3 report that smashed expectations + Q4 guide that was much better than expected too. There's some valuation friction at play here. Going into the print MPWR stock was trading at 48X forward earnings which essentially matched a 4-year high. This is the stock is just letting some air out of the wheels. But I think shares bounce back very soon because the underlying growth story is great. MPWR continues to position itself as the "power every AI socket" supplier (GPU/accelerator modules OAM/UBB platforms next-gen training hardware etc) which keeps the company"
X Link 2025-10-31T17:14Z XXX followers, XXX engagements
"What AI Bubble $NVDA partner Hon Hai reported revenue growth of XX% in November accelerating from October which itself accelerated from September. Meanwhile OpenAI is partnering with Australian datacenter operator NextDC to build a $4.6B computing cluster in Sydney. And SoftBank is planning a multi-billion-dollar project to develop "Trump Industrial Parks" throughout the U.S. that pump out AI equipment. The AI Boom rolls on"
X Link 2025-12-05T19:58Z XXX followers, XXX engagements
"$RBRK +25% because they just printed the textbook "AI security winner" quarter. 2X-beat-and-raise. Revs +48%. Subscription revs +52%. Cloud ARR +53%. Customers $100K ARR +27%. Record XX new $1mm+ ARR customers 50%+ growth in that big-logo cohort. Net retention rate of 120%. Gross margins +400bps - 83%. Operating margins +16pts - 3%. FCF up nearly 400%. Mgmt says their mission is to "lead Rubrik into our next era as the security and AI operations company." And they are doing just that. I absolutely love this stock. Lots more upside ahead in my view"
X Link 2025-12-05T20:28Z XXX followers, XXX engagements
"$KVYO to me feels like a hidden gem in the AI world. The AI marketing software provider just delivered a double-beat-and-raise Q3 earnings report which broadly confirms that companies are turning to them to improve their marketing efforts with AI and that Klaviyo is delivering for those customers leading to supercharged revenue + profit growth. The new Marketing Agent workflow is the big one. Klaviyo has built a tam of task-specific AI agents (research - strategy - creative - execution - brand safety) all along the market funnel that auto-builds full marketing campaigns for human review."
X Link 2025-11-06T21:01Z XXX followers, XXX engagements
"Valuation friction at $NVMI makes some sense - this is a maybe 15-20% EPS grower trading at 35X forward PE which feels rich. But that's not rich enough of a valuation to offset what is tremendously underlying momentum at this business from the AI capex supercycle. Nova is a picks-and-shovels leader in metrology for big AI bottlenecks (GAA transistor stacks HBM packaging new materials etc) which positions them well for surging demand both now and for the foreseeable future. That's exactly what we're seeing. Record memory revenue. Tool-of-record wins in GAA. Multi-tool HBM orders. Rising"
X Link 2025-11-06T23:34Z XXX followers, XXX engagements
"$PSTG is getting hammered today because management said they're going to spend a bunch more than expected next year reducing the margin expansion outlook and limiting profit growth potential in FY27. But I think this sell-off is grossly overstated. Pure Storage is seeing enormous demand signals from the AI infrastructure buildout. They are dominating with hyperscalers. YTD shipments for the flagship DirectFlash-based hyperscaler design already exceeded management's full-year plan of 1-2 exabytes by the end of Q3 with more coming in Q4. Mgmt explicitly said they expect momentum to continue"
X Link 2025-12-03T22:01Z XXX followers, XXX engagements
"The problem with $SNOW is that when you're trading at 100X forward EBITDA you need a stellar quarter for your stock to go higher - and the Q3 print was decent not stellar. Growth rates are strong (revs +29%) but slowing (Q4e +27%) in a sign that while the core data infrastructure business remains healthy new AI verticals aren't adding much growth firepower yet. Meanwhile margins are starting to retreat because management is investing in these new AI verticals that aren't yet bearing any fruit. Makes sense why the stock is down. But I still maintain that every AI app and agent is useless"
X Link 2025-12-04T23:16Z XXX followers, 1022 engagements
"$MSFT to invest $17.5B on AI in India over the next four years MSFT also boosting its investment on AI in Canada to $19B CAD between 2023 and 2027 $BAM + Qatar Investment Authority pouring $20B into AI infrastructure through new JV $NEE expanding its energy partnership with $GOOGL and $META Again. what AI Bubble"
X Link 2025-12-09T19:26Z XXX followers, XXX engagements
"$DBI reporting stellar numbers on the back of resurgent strength in DSW was not on my bingo card. This economy is so confusing"
X Link 2025-12-09T21:00Z XXX followers, XX engagements
"$USAR plans to begin commercial production at Round Top in late 2028 two years earlier than previously anticipated. That is bullish"
X Link 2025-12-10T18:02Z XXX followers, XXX engagements
"The SpaceX IPO has me thinking about orbital computing. Constructing data centers in space -- where power is virtually unlimited and cooling equipment isn't needed -- seems like the next big wave of AI infrastructure investment. This is obviously great news for $RKLB $ASTS and other space stocks. But there are other companies that could benefit. Digging further"
X Link 2025-12-10T18:14Z XXX followers, XXX engagements
"My first attempt at an orbital compute playbook. X baskets. XX stocks. Compute owners: $AMZN $MSFT $GOOGL $META Rockets: $DXYZ $RKLB Orbital networks: $ASTS $GSAT $IRDM $VSAT Space compute: $GFS $MCHP $TXN $NVDA Space power: $RDW $BA $LMT Lasers: $COHR $LITE $CIEN"
X Link 2025-12-10T19:31Z XXX followers, XXX engagements