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# ![@kakashiii111 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1296211919653736450.png) @kakashiii111 Kakashii

Kakashii posts on X about china, open ai, chips, microsoft 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::1296211919653736450/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1296211919653736450/c:line/m:interactions.svg)

- X Week XXXXXXXXX +428%
- X Month XXXXXXXXX +31%
- X Months XXXXXXXXXX +91%
- X Year XXXXXXXXXX +66%

### Mentions: XX [#](/creator/twitter::1296211919653736450/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1296211919653736450/c:line/m:posts_active.svg)

- X Week XX -XX%
- X Month XXX +47%
- X Months XXX +1.70%
- X Year XXX -XXXX%

### Followers: XXXXXX [#](/creator/twitter::1296211919653736450/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1296211919653736450/c:line/m:followers.svg)

- X Week XXXXXX +1.80%
- X Month XXXXXX +6.80%
- X Months XXXXXX +46%
- X Year XXXXXX +158%

### CreatorRank: XXXXXX [#](/creator/twitter::1296211919653736450/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1296211919653736450/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1296211919653736450/influence)
---

**Social category influence**
[technology brands](/list/technology-brands)  #1949 [countries](/list/countries)  XXX% [stocks](/list/stocks)  #431 [finance](/list/finance)  XXXX% [currencies](/list/currencies)  XXXX% [travel destinations](/list/travel-destinations)  XXXX%

**Social topic influence**
[china](/topic/china) #3322, [open ai](/topic/open-ai) #1466, [chips](/topic/chips) 2.01%, [microsoft](/topic/microsoft) #274, [huawei](/topic/huawei) 2.01%, [has been](/topic/has-been) 1.34%, [singapore](/topic/singapore) #2325, [investment](/topic/investment) 1.34%, [ai and](/topic/ai-and) #90, [6969](/topic/6969) XXXX%

**Top accounts mentioned or mentioned by**
[@aq_lp0](/creator/undefined) [@warezthebeefe](/creator/undefined) [@jmt94590](/creator/undefined) [@dariocpx](/creator/undefined) [@joe126521](/creator/undefined) [@zephyrz9](/creator/undefined) [@poezhao0605](/creator/undefined) [@grok](/creator/undefined) [@dissectmarkets](/creator/undefined) [@bobbydo01596102](/creator/undefined) [@theinformation](/creator/undefined) [@pawrze](/creator/undefined) [@denisewu](/creator/undefined) [@psibirskiy](/creator/undefined) [@sleepysolcap](/creator/undefined) [@realjohngaltfla](/creator/undefined) [@mojo_flyin](/creator/undefined) [@bogatayaakula](/creator/undefined) [@anthonychien](/creator/undefined) [@cackenbools](/creator/undefined)

**Top assets mentioned**
[Microsoft Corp. (MSFT)](/topic/microsoft) [Unilever plc (UL)](/topic/$ul) [Broadcom, Inc. (AVGO)](/topic/$avgo) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Advanced Micro Devices (AMD)](/topic/$amd) [Marvell Technology Inc (MRVL)](/topic/$mrvl) [Alphabet Inc Class A (GOOGL)](/topic/$googl)
### Top Social Posts [#](/creator/twitter::1296211919653736450/posts)
---
Top posts by engagements in the last XX hours

"Singapore's Revenue entered the Chat"  
[X Link](https://x.com/kakashiii111/status/1979256769152192555) [@kakashiii111](/creator/x/kakashiii111) 2025-10-17T18:42Z 22K followers, 15.3K engagements


"Everyone complains that the Vision Pro is heavy and expensive. Apple: OK lets make it even heavier and keep the same price"  
[X Link](https://x.com/kakashiii111/status/1979772979920941340) [@kakashiii111](/creator/x/kakashiii111) 2025-10-19T04:53Z 22K followers, 12.6K engagements


"Microsoft has been worried for a long time that building its own data centers to meet OpenAIs estimated compute demand would be a huge financial risk especially since they dont trust Sam Altmans projections and are conservative in their outlook. Thats one of the reasons Microsoft is okay with Nvidias requests to rent compute from CoreWeave Nebius and Nscale. They get great lease deals with the option to terminate literally at any time without the risk. They dont have to worry about overbuilding or GPU depreciation. They lease compute from these comfortable SPVs (the three mentioned above) and"  
[X Link](https://x.com/kakashiii111/status/1979559240613470665) [@kakashiii111](/creator/x/kakashiii111) 2025-10-18T14:44Z 21.9K followers, 173.4K engagements


"@GAllenChambers Nebius: CoreWeave:"  
[X Link](https://x.com/kakashiii111/status/1979592824728473823) [@kakashiii111](/creator/x/kakashiii111) 2025-10-18T16:58Z 21.9K followers, 3170 engagements


"It's just fascinating that while the Chinese are busy working hard on efficiency and reducing costs to make AI as profitable as possible for both the labs and the hyperscalers in the US everyone seems to have been hypnotized by Jensen whose company Nvidia is the only one truly profiting from this into believing they must buy as many GPUs as possible to have the best models. I thought the DeepSeek moment would change something but the industry is already too deep into massive spending huge capex and a GPU buying spree hypnotized by Jensen and the fear that stopping the spending would cause"  
[X Link](https://x.com/kakashiii111/status/1979947586758074555) [@kakashiii111](/creator/x/kakashiii111) 2025-10-19T16:27Z 22K followers, 769.2K engagements


"China remembers Trumps Huawei ban and now its time for revenge"  
[X Link](https://x.com/kakashiii111/status/1976313016225497268) [@kakashiii111](/creator/x/kakashiii111) 2025-10-09T15:45Z 21.6K followers, 5774 engagements


"".an account of how the US has banned the supply of chips and services to China (starting with Huawei in 2019) and even extended the restrictions to third-country chipmakers (beginning in 2020).""  
[X Link](https://x.com/kakashiii111/status/1976902149620785462) [@kakashiii111](/creator/x/kakashiii111) 2025-10-11T06:46Z 21.6K followers, 4077 engagements


""President Xi just had a bad moment." Thats the rudest comment Trump could have made. Id expect more actions from China very soon"  
[X Link](https://x.com/kakashiii111/status/1977428309203128791) [@kakashiii111](/creator/x/kakashiii111) 2025-10-12T17:37Z 21.5K followers, 136.6K engagements


"Broadcom has XXX Chinese partners and distributors operating in mainland China. Many of these entities are owned or controlled in ways that would trigger the new BIS rule issued on September XX 2025 that is they are at least XX% owned by or have significant minority ownership from companies listed on the Entity List or the MEU List. Do you think Broadcom will conduct the additional due diligence now required by BIS under this new rule"  
[X Link](https://x.com/kakashiii111/status/1977797905227591822) [@kakashiii111](/creator/x/kakashiii111) 2025-10-13T18:05Z 21.5K followers, 4919 engagements


"No word on an IPO The path to an IPO has many legal and regulatory obstacles so for now it seems unlikely to happen anytime soon. In addition this five-year SPAC dream plan doesnt show a clear exit for investors. I would be concerned and block any further funding if I were an OpenAI investor. But most of them are also invested in companies that have circular deals or partnerships with OpenAI so it seems they have no choice but to keep providing their final rounds of funding until this Titanic sinks together with all their affiliated companies. Inevitable ending"  
[X Link](https://x.com/kakashiii111/status/1978317580592099391) [@kakashiii111](/creator/x/kakashiii111) 2025-10-15T04:30Z 21.5K followers, 8054 engagements


"@zephyr_z9 Its SPV that will be created by the debt group. Not related to them though CRVW and NBIS de facto also SPVs for Nvidia+ MegaTech"  
[X Link](https://x.com/kakashiii111/status/1978883364221255908) [@kakashiii111](/creator/x/kakashiii111) 2025-10-16T17:58Z 21.5K followers, XXX engagements


"@waddup2020 I didn't. Malaysia's billing location is Singapore"  
[X Link](https://x.com/kakashiii111/status/1979264136447168696) [@kakashiii111](/creator/x/kakashiii111) 2025-10-17T19:11Z 21.7K followers, XXX engagements


"Sep 152025 - NVIDIA Violates Anti-Monopoly Law State Administration for Market Regulation Decides to Launch Further Investigation Recently following a preliminary investigation it was found that NVIDIA Corporation violated the Anti-Monopoly Law of the Peoples Republic of China and the Announcement of the State Administration for Market Regulation on the Anti-Monopoly Review Decision of Approving NVIDIA Corporations Acquisition of Shares in Mellanox Technologies Ltd. with Additional Restrictive Conditions. In accordance with the law the State Administration for Market Regulation has decided to"  
[X Link](https://x.com/kakashiii111/status/1967500143168716861) [@kakashiii111](/creator/x/kakashiii111) 2025-09-15T08:06Z 21.8K followers, 23.3K engagements


"China is coming prepared in advance to the negotiation table with the US and they know exactly what Americas Achilles heels are: 1.Strict rare-earth export controls 2.Crackdown on any attempt to import Nvidia H20 / RTX Pro 6000"  
[X Link](https://x.com/kakashiii111/status/1976504174008570061) [@kakashiii111](/creator/x/kakashiii111) 2025-10-10T04:24Z 21.8K followers, 21.4K engagements


"China is on a spree of policy announcements"  
[X Link](https://x.com/kakashiii111/status/1976557967416885648) [@kakashiii111](/creator/x/kakashiii111) 2025-10-10T07:58Z 21.7K followers, 8091 engagements


"Unpopular opinion: Imposing export controls on all critical software may actually do more good than harm to China. China and its executive entity Huawei have been working hard to develop their own domestic critical software and adoption has already begun across multiple industries though progress has been slow. This could be the push China needs for faster domestic adoption and a complete shift away from foreign software including but not limited to Windows macOS Android and CUDA"  
[X Link](https://x.com/kakashiii111/status/1976899399742898374) [@kakashiii111](/creator/x/kakashiii111) 2025-10-11T06:35Z 21.7K followers, 24.8K engagements


"The Dutch government chose a bad time for this odd move. I wouldnt be surprised if ASMLs application for rare earth materials get rejected effectively cutting the company off from accessing them until further notice"  
[X Link](https://x.com/kakashiii111/status/1977436529120407744) [@kakashiii111](/creator/x/kakashiii111) 2025-10-12T18:09Z 21.9K followers, 29.2K engagements


"Over half of Broadcoms total revenue last quarter and about XX% of its product revenue came from the Asia Pacific region which is just a polite way of saying China Singapore and Malaysia. To make logistics easier for China Broadcoms main warehouse conveniently sits in Malaysia. When Tan was asked whether any of Broadcoms products get diverted to China he laughed and said no comment"  
[X Link](https://x.com/kakashiii111/status/1977789888029471028) [@kakashiii111](/creator/x/kakashiii111) 2025-10-13T17:33Z 21.9K followers, 27.6K engagements


"So Dan Niles comments that this bubble will continue are: Dot-com was six years. We are now only three years since ChatGPT. So we have a few more years because the dot-com era lasted six years so this must be similar right Token generation is currently exploding. He forgot that internet users kept growing even after the dot-com era but its okay. People tend to remember what fits their narrative. The Fed is also likely to cut rates again in two weeks and again in early December. Bullish. It really helped during the dot-com era and every other crisis. In an environment fueled by easy money it"  
[X Link](https://x.com/kakashiii111/status/1977934571661639733) [@kakashiii111](/creator/x/kakashiii111) 2025-10-14T03:08Z 21.9K followers, 13K engagements


"Hanwha Ocean ranks 6th among the top XX shipyards by order intake in 2024"  
[X Link](https://x.com/kakashiii111/status/1977999787481063688) [@kakashiii111](/creator/x/kakashiii111) 2025-10-14T07:27Z 21.8K followers, 5869 engagements


"Last year Quanta Computer secured contracts to deliver NVIDIA GB200-based AI servers for Google Amazon Meta and Microsoft. But tell me did they actually ship any GB200s in December as NVIDIA so graciously promised their customers If they had I doubt we'd be staring at a MoM decline of -2.1%"  
[X Link](https://x.com/kakashiii111/status/1878241814978908595) [@kakashiii111](/creator/x/kakashiii111) 2025-01-12T00:45Z 21.9K followers, 23.2K engagements


"Trillions of dollars worth of investment for $XXXX billion in annualized revenue. cc: The Information"  
[X Link](https://x.com/kakashiii111/status/1960407180957356414) [@kakashiii111](/creator/x/kakashiii111) 2025-08-26T18:21Z 21.9K followers, 44.2K engagements


""Three to five-year refresh cycle" while there are some neoclouds (e.g. coreweave) claiming of six-year"  
[X Link](https://x.com/kakashiii111/status/1976506929322262978) [@kakashiii111](/creator/x/kakashiii111) 2025-10-10T04:35Z 21.9K followers, 4719 engagements


"Another note from my side: According to the FT OpenAI has $13B in ARR with XX% coming from ChatGPT subscriptions which account for X% of its 800M weekly active users. That means OpenAI generates $9.1B in ARR from 40M paid users or about $XXXXX ARR per user which is roughly $XXXXX per month per user. But what about all those Pro users paying $XXX a month Do these 40M paid users include business and enterprise accounts If so the average per-user revenue would be around $2530 for business users (paid annually). Many things dont add up. I have so many questions about the figures in that FT article"  
[X Link](https://x.com/kakashiii111/status/1978324495942455709) [@kakashiii111](/creator/x/kakashiii111) 2025-10-15T04:58Z 21.9K followers, 53.5K engagements


"On September XX 2025 Nvidia proudly rolled out a fancy PR announcing it would invest up to $XXXX billion usd in infrastructure with up to 160000 GB300 chips in the UK and 300000 worldwide. Now it turns out Nvidia will fund this project fully or partially to buy its own chips through SPV called Nscale. The total Roughly $XX billion - the same figure Nvidia had previously announced for those AI factories. In other words Nvidia invests and helps Nscale which acts as Nvidias SPV acquiring Nvidia chips with Nvidias money and then renting them out to Microsoft while marketing itself as the AI"  
[X Link](https://x.com/kakashiii111/status/1978397340731101427) [@kakashiii111](/creator/x/kakashiii111) 2025-10-15T09:47Z 22K followers, 70.2K engagements


"After the bailout of Silicon Valley Bank & Co. lenders regional banks and other banks including but not limited to public companies - realized that taking risks with leverage would be acceptable since in the worst case they would receive a bailout. Thats why we see many loans backed by GPUs as in the end they expected to be bailed out"  
[X Link](https://x.com/kakashiii111/status/1979566009129521222) [@kakashiii111](/creator/x/kakashiii111) 2025-10-18T15:11Z 21.9K followers, 1.5M engagements


"This is one of the best interviews Ive seen recently. great for anyone who wants to understand the differences between China and the U.S. in AI and GenAI as well as the distinct approach China has taken"  
[X Link](https://x.com/kakashiii111/status/1979892279537262923) [@kakashiii111](/creator/x/kakashiii111) 2025-10-19T12:47Z 21.9K followers, 11.8K engagements


"@Matans8442 Exactly. The DeepSeek's slashing prices was a big deal but it somehow missed the presss attention which doesnt surprise me. Theyre trying to suppress any news that goes against the current spending spree narrative"  
[X Link](https://x.com/kakashiii111/status/1979964900412948905) [@kakashiii111](/creator/x/kakashiii111) 2025-10-19T17:36Z 22K followers, 27.8K engagements


"@SelbyAssoc maybe this"  
[X Link](https://x.com/kakashiii111/status/1979975358104633620) [@kakashiii111](/creator/x/kakashiii111) 2025-10-19T18:18Z 22K followers, 14.7K engagements


""focused on breakthroughs in semiconductors AI and Quantum computing""  
[X Link](https://x.com/kakashiii111/status/1980230942934577270) [@kakashiii111](/creator/x/kakashiii111) 2025-10-20T11:13Z 22K followers, 4877 engagements


"In very interesting timing and in a move that seems to boost the number of paying subscribers before closing the ongoing $40B round discussions OpenAI is offering a one-month free trial to regular free users"  
[X Link](https://x.com/kakashiii111/status/1980321500470342107) [@kakashiii111](/creator/x/kakashiii111) 2025-10-20T17:13Z 22K followers, 4226 engagements