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# ![@lokoyacap Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1376185199332036617.png) @lokoyacap JT

JT posts on X about $orcl, $nvdas, $tsm, surge the most. They currently have XXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.

### Engagements: XXX [#](/creator/twitter::1376185199332036617/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1376185199332036617/c:line/m:interactions.svg)

- X Week XXXXXX +8.20%
- X Month XXXXXXX +59%
- X Months XXXXXXX -XX%
- X Year XXXXXXXXX +331%

### Mentions: X [#](/creator/twitter::1376185199332036617/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1376185199332036617/c:line/m:posts_active.svg)

- X Week XX +20%
- X Month XX -XX%
- X Months XXX +8.50%
- X Year XXX +104%

### Followers: XXXXX [#](/creator/twitter::1376185199332036617/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1376185199332036617/c:line/m:followers.svg)

- X Week XXXXX +1.30%
- X Month XXXXX +8.10%
- X Months XXXXX +30%
- X Year XXXXX +110%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::1376185199332036617/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1376185199332036617/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1376185199332036617/influence)
---

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

**Social topic influence**
[$orcl](/topic/$orcl) #119, [$nvdas](/topic/$nvdas) 0.74%, [$tsm](/topic/$tsm) 0.74%, [surge](/topic/surge) 0.74%, [asics](/topic/asics) 0.74%, [$7936t](/topic/$7936t) 0.74%, [$nvda](/topic/$nvda) 0.74%, [chips](/topic/chips) 0.74%, [gpu](/topic/gpu) 0.74%, [life of](/topic/life-of) XXXX%

**Top accounts mentioned or mentioned by**
[@evrgn11112231](/creator/undefined) [@invesquotes](/creator/undefined) [@jerrycap](/creator/undefined) [@tbu12345678](/creator/undefined) [@rwang07](/creator/undefined) [@benbajarin](/creator/undefined) [@jaredkubin](/creator/undefined) [@viggykrishnan](/creator/undefined) [@nicbenlagana](/creator/undefined) [@sgtpeppercap](/creator/undefined) [@elenaneira](/creator/undefined) [@tmtlongshort](/creator/undefined) [@petramcoc](/creator/undefined) [@srasgon](/creator/undefined) [@lefttailguy](/creator/undefined) [@yhamiltonblog](/creator/undefined) [@nuancerocket](/creator/undefined) [@45thcap](/creator/undefined) [@robeducated](/creator/undefined) [@losaturnalia](/creator/undefined)

**Top assets mentioned**
[Oracle Corporation (ORCL)](/topic/$orcl) [Taiwan Semiconductor (TSM)](/topic/$tsm) [NVIDIA Corp. (NVDA)](/topic/$nvda)
### Top Social Posts [#](/creator/twitter::1376185199332036617/posts)
---
Top posts by engagements in the last XX hours

"ANTHROPIC PROJECTS AS MUCH AS $XX BILLION IN ANNUALIZED REVENUE IN 2026: SOURCES"  
[X Link](https://x.com/lokoyacap/status/1978505840098230741) [@lokoyacap](/creator/x/lokoyacap) 2025-10-15T16:58Z 3778 followers, 69.6K engagements


"So The Disinformation was only 2000 bps off on $orcl IaaS GMs"  
[X Link](https://x.com/lokoyacap/status/1978936391410016389) [@lokoyacap](/creator/x/lokoyacap) 2025-10-16T21:29Z 3778 followers, 4440 engagements


"@45thCap They did and the $orcl slide today was the tell"  
[X Link](https://x.com/lokoyacap/status/1978906402019013013) [@lokoyacap](/creator/x/lokoyacap) 2025-10-16T19:30Z 3777 followers, XXX engagements


"Interesting logo addition to $orcl opening slides today in light of $nvda's midday PR on Monday"  
[X Link](https://x.com/lokoyacap/status/1978894866508583210) [@lokoyacap](/creator/x/lokoyacap) 2025-10-16T18:44Z 3777 followers, 2171 engagements


"Reminder: $tsm cycle times are 4-6 months. None of the recent surge in DC-related ordering can even flow into their P&L until next Spring or so"  
[X Link](https://x.com/lokoyacap/status/1978779784579588218) [@lokoyacap](/creator/x/lokoyacap) 2025-10-16T11:07Z 3771 followers, 8115 engagements


"That burning smell in the air today is years of endless bad takes on ASICs all being vaporized this morning 🔥"  
[X Link](https://x.com/lokoyacap/status/1977818027271065798) [@lokoyacap](/creator/x/lokoyacap) 2025-10-13T19:25Z 3768 followers, 4088 engagements


"Hilariously One silver lining in Oracles GPU business is the amount of revenue it is generating from older generations of Nvidia chips such as the Ampere chips that came out in 2020. Those chips appear to be helping Oracles margins while newer versions of Nvidia chips strain them is probably the most bullish datapt on the actual (vs theoretical) useful life of $nvda silicon Ive seen anywhere maybe ever. Theyre still printing it on Ampere"  
[X Link](https://x.com/lokoyacap/status/1975589229825601700) [@lokoyacap](/creator/x/lokoyacap) 2025-10-07T15:49Z 3776 followers, 49.5K engagements