# ![@narola_vedant Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1379789057610317826.png) @narola_vedant Vedant Narola

Vedant Narola posts on X about ai, $nbis, market cap, $pubm the most. They currently have [---] followers and [--] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1379789057610317826/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1379789057610317826/c:line/m:interactions.svg)

- [--] Week [-----] +292%
- [--] Month [-----] +1,700%
- [--] Months [------] -49%
- [--] Year [------] +7,288%

### Mentions: [--] [#](/creator/twitter::1379789057610317826/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1379789057610317826/c:line/m:posts_active.svg)

- [--] Week [--] +133%
- [--] Month [--] +550%
- [--] Months [--] +75%
- [--] Year [--] +1,700%

### Followers: [---] [#](/creator/twitter::1379789057610317826/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1379789057610317826/c:line/m:followers.svg)

- [--] Week [---] +31%
- [--] Month [---] +32%
- [--] Months [---] +53%
- [--] Year [---] +595%

### CreatorRank: [---------] [#](/creator/twitter::1379789057610317826/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1379789057610317826/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  31.08% [finance](/list/finance)  22.97% [technology brands](/list/technology-brands)  10.81% [cryptocurrencies](/list/cryptocurrencies)  4.05% [social networks](/list/social-networks)  4.05% [exchanges](/list/exchanges)  1.35% [automotive brands](/list/automotive-brands)  1.35% [countries](/list/countries)  1.35%

**Social topic influence**
[ai](/topic/ai) 14.86%, [$nbis](/topic/$nbis) #171, [market cap](/topic/market-cap) 5.41%, [$pubm](/topic/$pubm) 5.41%, [if you](/topic/if-you) 4.05%, [$docn](/topic/$docn) #10, [software](/topic/software) #2719, [shay](/topic/shay) 4.05%, [$mu](/topic/$mu) 2.7%, [strong](/topic/strong) 2.7%

**Top accounts mentioned or mentioned by**
[@logicalthesis](/creator/undefined) [@venu7](/creator/undefined) [@stocksavvyshay](/creator/undefined) [@jakewujastyk](/creator/undefined) [@grok](/creator/undefined) [@venu_7_](/creator/undefined) [@algoxaustin](/creator/undefined) [@steipete](/creator/undefined) [@openai](/creator/undefined) [@openclaw](/creator/undefined) [@niveshaay](/creator/undefined) [@realmattmoney](/creator/undefined) [@ghostoptions](/creator/undefined) [@saxenapuru](/creator/undefined) [@yankybanash](/creator/undefined) [@empmaximiliano](/creator/undefined) [@samsolid57](/creator/undefined) [@amaymd](/creator/undefined) [@ryandetrick](/creator/undefined) [@theronnievshow](/creator/undefined)

**Top assets mentioned**
[Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [PubMatic, Inc. (PUBM)](/topic/$pubm) [DigitalOcean Holdings, Inc. (DOCN)](/topic/$docn) [Micron Technology, Inc. (MU)](/topic/$mu) [Ero Copper Corp. (ERO)](/topic/$ero) [Snowflake Inc. (SNOW)](/topic/$snow) [Reddit, Inc.  (RDDT)](/topic/$rddt) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Strategy (MSTR)](/topic/$mstr) [Mario Coin (COIN)](/topic/$coin) [Tesla, Inc. (TSLA)](/topic/$tsla) [TrumpCoin (DJT)](/topic/$djt) [AppLovin Corporation (APP)](/topic/applovin) [Credo Technology Group Holding Ltd (CRDO)](/topic/$crdo) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Planet Labs PBC (PL)](/topic/$pl) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [SPDR GOLD ETF (GLD)](/topic/$gld) [Atlassian Corporation PLC (TEAM)](/topic/$team) [Centene Corp (CNC)](/topic/$cnc) [Viking Therapeutics, Inc (VKTX)](/topic/$vktx) [Axon Enterprise, Inc. (AXON)](/topic/$axon) [Ampleforth (AMPL)](/topic/$ampl) [TransMedics Group, Inc. Common Stock (TMDX)](/topic/$tmdx) [TeraWulf Inc. (WULF)](/topic/$wulf) [Tenaya Therapeutics, Inc.  (TNYA)](/topic/$tnya) [Molina Healthcare, Inc. (MOH)](/topic/$moh)
### Top Social Posts
Top posts by engagements in the last [--] hours

"A small sneak peak into the Price targets for $NBIS from a GS Analyst showing 63.25% implied upside https://twitter.com/i/web/status/2023236656724131977 https://twitter.com/i/web/status/2023236656724131977"  
[X Link](https://x.com/narola_vedant/status/2023236656724131977)  2026-02-16T03:23Z [---] followers, [---] engagements


"RT @AlgoXAustin: 🚨 GIVEAWAY ALERT 🚨 Massive GAINS this week on $MSTR $COIN $TSLA $DJT in Discord 💸 so were giving away $150 total ("  
[X Link](https://x.com/anyuser/status/1880332186760724976)  2025-01-17T19:11Z [---] followers, [--] engagements


"@Venu_7_ When are you planning to add to the rest of the $MU position At what level"  
[X Link](https://x.com/narola_vedant/status/2020236797792723402)  2026-02-07T20:42Z [---] followers, [---] engagements


"@Venu_7_ Hey Venu was curious to know if you have looked into $APP (AppLoving). Given their strong revenue growth and consistent margins I think the stock price is compelling after the recent correction"  
[X Link](https://x.com/narola_vedant/status/2020601076626620842)  2026-02-08T20:50Z [---] followers, [---] engagements


"@LogicalThesis was curious to know your take on $CRDO if you looked into it yet"  
[X Link](https://x.com/narola_vedant/status/2021273595356320101)  2026-02-10T17:22Z [---] followers, [---] engagements


"@LogicalThesis Copper futures look distributed and toppy for now but I had $ERO which is one of the best copper miners increasing production next year. Will look to enter again once the trend is clear "  
[X Link](https://x.com/narola_vedant/status/2022117274128462062)  2026-02-13T01:15Z [---] followers, [---] engagements


"@steipete @OpenAI @openclaw The future of Agentic AI is here 🤖"  
[X Link](https://x.com/narola_vedant/status/2023193318361079965)  2026-02-16T00:30Z [---] followers, [--] engagements


"RT @niveshaay: Is the Indian water and wastewater industry at an inflection point 🌊 It is crucial to address the growing water demand w"  
[X Link](https://x.com/anyuser/status/1815363458386235533)  2024-07-22T12:29Z [---] followers, [--] engagements


"@Venu_7_ Hey Venu as we are focussing on the semi theme I think you should look into $AEHR that specializes in test-burn in wafers for packaged chips. Also they secured a hyperscaler order yesterday"  
[X Link](https://x.com/narola_vedant/status/2021969452771029021)  2026-02-12T15:27Z [---] followers, [---] engagements


"@RealMattMoney $RKLB is the future of Space X😎"  
[X Link](https://x.com/narola_vedant/status/2023156864985534727)  2026-02-15T22:05Z [---] followers, [---] engagements


"This Isn't 2000: Why Mag [--] Bears Are Dead Wrong For everyone comparing today to the dot-com crash here's your reality check: The Numbers Don't Lie Yes Mag [--] are bigger: Mag 7: 31.3% of US market cap [----] leaders: 19.0% of US market cap BUT here's what bears ignore: Forward P/E: HALF of [----] Mag 7: 23.9x [----] leaders: 52.0x Despite being a LARGER % of the market Mag [--] trade at HALF the valuation multiples. This isn't speculation - t's value. Real Businesses vs. Bubble Dreams Profit Margins: Mag 7: 28% [----] leaders: 16% Mag [--] are growing through REAL revenue and margin expansion not hype. Cash"  
[X Link](https://x.com/narola_vedant/status/2023160695605391816)  2026-02-15T22:21Z [---] followers, [--] engagements


"@LogicalThesis Nice post Have you ever had any view by diversifying out of US Possibly LatAm etc . For example I have been looking into etfs like $EPU ( peru) and $EWZ ( brazil) and they have been on a fire"  
[X Link](https://x.com/narola_vedant/status/2022738669795447231)  2026-02-14T18:24Z [---] followers, [---] engagements


"@Venu_7_ Yes I was doing some research and making a list of good companies if we get a decent pullback"  
[X Link](https://x.com/narola_vedant/status/2023118477196771659)  2026-02-15T19:33Z [---] followers, [--] engagements


"1. First Thematic Play: $DOCN Despite the recent selloff in software names driven by the narrative of Claude and AI agents disrupting traditional SaaS businesses $DOCN has held remarkably strong and is positioned to continue its uptrend. - Technical Setup: Breaking Out After [--] Years of Consolidation The 3-Year Base Breakout DigitalOcean has completed a 3-year base formation and is now breaking out to new highs. This extended consolidation period has allowed the stock to build a massive foundation for the next leg higher. - Trading Above IPO-Level VWAP: $45 Critical milestone: DOCN is now"  
[X Link](https://x.com/narola_vedant/status/2023136421226189277)  2026-02-15T20:44Z [---] followers, [---] engagements


"@Jake__Wujastyk $ASTS is one of my highest conviction names. Hoping for $70 soon 🚀🚀"  
[X Link](https://x.com/narola_vedant/status/2023156550035296668)  2026-02-15T22:04Z [---] followers, [---] engagements


"@Venu_7_ I really like Nebius in terms of their execution and vertical integration. Their recent acquisition of Tavily an AI Agent software shows how they are positioned for the infinite compute demand we are about to see"  
[X Link](https://x.com/narola_vedant/status/2023231675656777924)  2026-02-16T03:03Z [---] followers, [---] engagements


"The start of [----] has been a rollercoaster with lots of volatility as investors try to navigate the winners and losers in the AI revolution. With this said Investors are rotating out of technology companies and into safe sectors like Energy Materials and Consumer Staples that are the highest performers so far this year. Let's see if this rotation if real or we will mean revert back into technology companies that are leading this AI revolution. Feel free to share your thoughts https://twitter.com/i/web/status/2023255153319538771 https://twitter.com/i/web/status/2023255153319538771"  
[X Link](https://x.com/anyuser/status/2023255153319538771)  2026-02-16T04:36Z [---] followers, [--] engagements


"The Company Quietly Building the Physical Backbone of AI $NBIS Everyone is obsessed with AI models. Almost no one is asking: Who is building the infrastructure that makes those models possible Let me introduce you to Nebius. AI doesnt scale on software alone. It scales on: ⚡ Power 🏗 Data centers 🖥 GPU clusters And right now power and compute capacity are the real bottlenecks. Nebius is attacking all three. This isnt just another cloud reseller. Nebius: Builds and operates its own AI-optimized data centers Secures contracted power capacity (the true constraint) Deploys high-density GPU"  
[X Link](https://x.com/anyuser/status/2023436192499273985)  2026-02-16T16:35Z [---] followers, [---] engagements


"@Venu_7_ Hey Venu I was looking into the space theme and I found $PL ( planet labs) as an interesting opportunity. Good revenue growth and margins adj EBITA profitable contracts from NATO and US govt. and technically it broke out of IPO base"  
[X Link](https://x.com/narola_vedant/status/2023094272258711769)  2026-02-15T17:57Z [---] followers, [--] engagements


"Throughout my college journey studying markets and learning from some of the sharpest retail investors here on X I realized something: The biggest edge isnt reacting. Its positioning early. Im starting this page to document how I navigate markets through long-term thematic research especially around the AI revolution were living through. Im still learning. But Im obsessed with getting better every cycle. Here youll get: Technical breakdowns Deep-dive thematic ideas Macro cycle positioning Asymmetric setups ahead of consensus Building conviction in public. Compounding ideas in real time. If"  
[X Link](https://x.com/narola_vedant/status/2023127568778424331)  2026-02-15T20:09Z [---] followers, [--] engagements


"This Isn't 2000: Why Mag [--] Bears Are Dead Wrong For everyone comparing today to the dot-com crash here's your reality check: The Numbers Don't Lie Yes Mag [--] are bigger: Mag 7: 31.3% of US market cap [----] leaders: 19.0% of US market cap BUT here's what bears ignore: Number 1: Forward P/E: HALF of [----] Mag 7: 23.9x [----] leaders: 52.0x Despite being a LARGER % of the market Mag [--] trade at HALF the valuation multiples. This isn't speculation - t's value. Real Businesses vs. Bubble Dreams Number 2: Profit Margins Mag 7: 28% [----] leaders: 16% Mag [--] are growing through REAL revenue and margin"  
[X Link](https://x.com/anyuser/status/2023162340712337692)  2026-02-15T22:27Z [---] followers, [---] engagements


"Next Deep Dive : Nebius $NBIS Technical Perspective [--]. $NBIS defended the [---] day SMA- showing the longer structural trend has not broken yet. [--]. The stock is near closing above the Oct 10th VWAP highs with high volume buying post earnings. [--]. Once the diagonal downtrend breaks its ready to launch 🚀🚀. Deep-Dive coming soon on how I think Nebius is positioned to benefit in the AI infrastructure buildout https://twitter.com/i/web/status/2023235618050867250 https://twitter.com/i/web/status/2023235618050867250"  
[X Link](https://x.com/narola_vedant/status/2023235618050867250)  2026-02-16T03:18Z [---] followers, [---] engagements


"$NBIS and $DOCN are one of my favourite companies to own for the longer term to position for the AI revolution. Follow to see the next hidden gem companies"  
[X Link](https://x.com/narola_vedant/status/2023500010906845495)  2026-02-16T20:49Z [---] followers, [---] engagements


"@Jake__Wujastyk Are you bullish on BABA because of any new stimulus package announcement or beat earning expectations"  
[X Link](https://x.com/narola_vedant/status/1854886733994762661)  2024-11-08T14:00Z [--] followers, [--] engagements


"@GhostOptions_ Avgo"  
[X Link](https://x.com/narola_vedant/status/1868308132008706322)  2024-12-15T14:52Z [--] followers, [--] engagements


"@StockSavvyShay Could we as individuals investors invest as I really like this company"  
[X Link](https://x.com/narola_vedant/status/1869071644813378023)  2024-12-17T17:26Z [--] followers, [----] engagements


"@saxena_puru Is $SNOW still in stage 2"  
[X Link](https://x.com/narola_vedant/status/1894921607384019303)  2025-02-27T01:24Z [--] followers, [----] engagements


"@LogicalThesis @YankyBanash For hedges do you buy $SQQQ or puts of which expiry"  
[X Link](https://x.com/narola_vedant/status/1902438960766284260)  2025-03-19T19:16Z [--] followers, [--] engagements


"@LogicalThesis At whats levels would you buy $SNOW and $AMZN"  
[X Link](https://x.com/narola_vedant/status/1908945625229435035)  2025-04-06T18:11Z [--] followers, [---] engagements


"@LogicalThesis Would you short individual names like $HOOD which are crazy up like 40% in a week"  
[X Link](https://x.com/narola_vedant/status/1911191271638442299)  2025-04-12T22:54Z [--] followers, [--] engagements


"@LogicalThesis @EmpMaximiliano How did you short $GLD Any inverse ETFs"  
[X Link](https://x.com/narola_vedant/status/1914706186038919378)  2025-04-22T15:41Z [--] followers, [--] engagements


"@StockSavvyShay What are your thoughts on $TEAM earnings Is cloud revenue growth deceleration"  
[X Link](https://x.com/narola_vedant/status/1918045108030824880)  2025-05-01T20:49Z [--] followers, [----] engagements


"@LogicalThesis Are you watching the [--] year yields. They are up 4% in a week. Whats your view on $TLT from this point"  
[X Link](https://x.com/narola_vedant/status/1922659671040475392)  2025-05-14T14:26Z [--] followers, [---] engagements


"@LogicalThesis Whats your take on $RDDT in ad tech"  
[X Link](https://x.com/narola_vedant/status/1923265735536632223)  2025-05-16T06:34Z [--] followers, [---] engagements


"@samsolid57 @grok explain"  
[X Link](https://x.com/narola_vedant/status/1938191400933195845)  2025-06-26T11:03Z [--] followers, [--] engagements


"@LogicalThesis @LogicalThesis is this more of a trade play or do you think that $CNC lowering guidance is just noise"  
[X Link](https://x.com/narola_vedant/status/1940166493658128527)  2025-07-01T21:51Z [--] followers, [---] engagements


"@A_May_MD Any thoughts on $VKTX"  
[X Link](https://x.com/narola_vedant/status/1947794447338463322)  2025-07-22T23:02Z [--] followers, [---] engagements


"@StockSavvyShay Hey Shay if these large CapEx numbers translate into the beneficiary companies I was really curious to know why you dont have a $MU position considering it trades at a PE of 19"  
[X Link](https://x.com/narola_vedant/status/1951043392122589394)  2025-07-31T22:12Z [---] followers, [---] engagements


"@LogicalThesis What's your view on $PUBM earnings given $RDDT beast earnings"  
[X Link](https://x.com/narola_vedant/status/1951763884844736846)  2025-08-02T21:55Z [--] followers, [---] engagements


"@LogicalThesis Do you think this pullback in $PUBM is healthy to add"  
[X Link](https://x.com/narola_vedant/status/1951764631233376649)  2025-08-02T21:58Z [--] followers, [--] engagements


"@LogicalThesis Woahh what happened to $PUBM"  
[X Link](https://x.com/narola_vedant/status/1954999145652965629)  2025-08-11T20:11Z [--] followers, [---] engagements


"@LogicalThesis What happened to $PUBM"  
[X Link](https://x.com/narola_vedant/status/1954999424792350895)  2025-08-11T20:12Z [--] followers, [---] engagements


"@StockSavvyShay Can you please post the levels to add for $AXON"  
[X Link](https://x.com/narola_vedant/status/1956730544219131971)  2025-08-16T14:51Z [---] followers, 17K engagements


"@LogicalThesis Hey Logical I know your very bullish on $AMPL on the software space. The earnings were also good but it faded. Do you think the stock will stay consolidated or range bound as it has been pretty tight since [--] years with no near term breakout"  
[X Link](https://x.com/narola_vedant/status/1957121230647001481)  2025-08-17T16:43Z [--] followers, [---] engagements


"@LogicalThesis Do you expect housing cyclicals outperforming as a result of rate cuts leading to mortgage rate decline which stimulates high housing demand or a strong robust economy"  
[X Link](https://x.com/narola_vedant/status/1957122815674532105)  2025-08-17T16:50Z [--] followers, [---] engagements


"@RyanDetrick @grok whats a 90/90 day"  
[X Link](https://x.com/narola_vedant/status/1959745718723526843)  2025-08-24T22:32Z [---] followers, [---] engagements


"@TheRonnieVShow $TMDX"  
[X Link](https://x.com/narola_vedant/status/1964411226391249004)  2025-09-06T19:31Z [---] followers, [--] engagements


"@StockSavvyShay I truly cant have asked for a better mentor than you. You have changed my life for investing"  
[X Link](https://x.com/narola_vedant/status/1976628933429768483)  2025-10-10T12:40Z [---] followers, [----] engagements


"@danielnewmanUV Was curious to know your thesis behind $WULF Thanks"  
[X Link](https://x.com/narola_vedant/status/1976828695349543302)  2025-10-11T01:54Z [---] followers, [---] engagements


"@LogicalThesis But do multi year contracts with companies like Google with CIFR and IREN make it a bubble. As the deals are almost 50% of their market cap"  
[X Link](https://x.com/narola_vedant/status/1978975517391950187)  2025-10-17T00:05Z [---] followers, [---] engagements


"@LogicalThesis @ruth_capital Hey Logical Do you have any thoughts about $TNYA looks like its getting a lot of attention"  
[X Link](https://x.com/narola_vedant/status/1980687715197939806)  2025-10-21T17:28Z [---] followers, [---] engagements


"@LogicalThesis Which index etf do you think is the best to track rotation from large to small caps $RSP"  
[X Link](https://x.com/narola_vedant/status/1983349085798375580)  2025-10-29T01:44Z [---] followers, [--] engagements


"@LogicalThesis Yes each etf has its owns pros and cons I feel. One is equally weighted regardless of the market cap while the other is small caps with Tech heavy names"  
[X Link](https://x.com/narola_vedant/status/1983353020336275718)  2025-10-29T01:59Z [---] followers, [--] engagements


"@LogicalThesis Hey logical I have been following you since [---] years and I have truly never seen a better biotech analyst than you. Being a secular growth thematic investor ( inspired by Shay) I was curious to know your style of investing: is it long term do you trade often Is it flexible"  
[X Link](https://x.com/narola_vedant/status/1985120630748934585)  2025-11-02T23:03Z [---] followers, [---] engagements


"@LogicalThesis Also being an undergrad student majoring in Finance I was curious to know whether your subscription is a good learning experience as I really want to learn from the best especially when it comes to biotech investing. Shay has been my mentor and I truly bow down to his research"  
[X Link](https://x.com/narola_vedant/status/1985121010962579624)  2025-11-02T23:05Z [---] followers, [---] engagements


"@LogicalThesis I personally manage my dads ROTH IRA I have a lot of exposure in growth sectors like AI infra space AI utility themes. But I have a feeling that the gas will eventually run of these themes in the near term. Do you think your investment ideology would be a good fit for me"  
[X Link](https://x.com/narola_vedant/status/1985124211132682443)  2025-11-02T23:17Z [---] followers, [---] engagements


"@LogicalThesis I completely trust your investment decisions. Being a finance major I solely make my own investment decisions which helps me to learn from my mistakes. I think i will subscribe to your subscription"  
[X Link](https://x.com/narola_vedant/status/1985125252376998105)  2025-11-02T23:21Z [---] followers, [--] engagements


"@LogicalThesis Well I dont want to say it but I have a good feeling you have $DOCN. You also has this position in the past I remember when shay was bullish on it"  
[X Link](https://x.com/narola_vedant/status/1986607447012671930)  2025-11-07T01:31Z [---] followers, [---] engagements


"@LogicalThesis do you short directly inverse ETF's or puts"  
[X Link](https://x.com/narola_vedant/status/1989141924465504550)  2025-11-14T01:22Z [---] followers, [---] engagements


"@LogicalThesis is distribution on high volume and accumulation on low steady buy volume i'm trying to understand how this works"  
[X Link](https://x.com/narola_vedant/status/1989399424616075594)  2025-11-14T18:25Z [---] followers, [---] engagements


"@StockSavvyShay Hey Shay was curious to know if you are adding hedges today"  
[X Link](https://x.com/narola_vedant/status/1990757227297440213)  2025-11-18T12:21Z [---] followers, [---] engagements


"@LogicalThesis Any view on health insurance like $MOH"  
[X Link](https://x.com/narola_vedant/status/1991925369478484342)  2025-11-21T17:43Z [---] followers, [---] engagements


"@StockSavvyShay @EarningsHubHQ Hey Shay can you please check out my text. Thanks🙏"  
[X Link](https://x.com/narola_vedant/status/1995158074202730976)  2025-11-30T15:48Z [---] followers, [---] engagements


"@LogicalThesis Woudl you hedge if QQQ closed above [--] but still heavy selling volume. Same goes with SPY closing above [--] EMA possibly"  
[X Link](https://x.com/narola_vedant/status/1999582800274423939)  2025-12-12T20:51Z [---] followers, [---] engagements


"@StockSavvyShay $MELI easy"  
[X Link](https://x.com/narola_vedant/status/2001070083909575051)  2025-12-16T23:21Z [---] followers, [----] engagements


"@Venu_7_ Chats says $VISA 😮💨"  
[X Link](https://x.com/narola_vedant/status/2002060595445797273)  2025-12-19T16:56Z [---] followers, [---] engagements


"@Venu_7_ @Smegma_69 Are you planning to initiate a position in $FCX just the way you did in $ERO. Btw Im in ERO and its a great ride so far"  
[X Link](https://x.com/narola_vedant/status/2015116830830928359)  2026-01-24T17:37Z [---] followers, [--] engagements


"I have a question in mind which I feel is one of the biggest challenges in the AI infrastructure. Which company specialises in packaging all the processing chips from companies like AMD/NVIDIA and the memory together into racks/AI clusters to power these data centers"  
[X Link](https://x.com/anyuser/status/1954683880142688734)  2025-08-10T23:18Z [---] followers, [---] engagements


"@Venu_7_ Are you looking to considering a long term position considering its the firewall gateway protection as Agentic AI increases adoption"  
[X Link](https://x.com/narola_vedant/status/2016589422087540822)  2026-01-28T19:09Z [---] followers, [---] engagements


"@LogicalThesis Any view on the double top forming on QQQs"  
[X Link](https://x.com/narola_vedant/status/2016890172336443574)  2026-01-29T15:04Z [---] followers, [---] engagements


"@ShortSeller Do you see the double top formation on QQQ"  
[X Link](https://x.com/narola_vedant/status/2016894540792176834)  2026-01-29T15:21Z [---] followers, [--] engagements


"@Venu_7_ See the thread about $RR on hunterbook page. Something looks fishy about the collab"  
[X Link](https://x.com/narola_vedant/status/2016922318983909839)  2026-01-29T17:12Z [---] followers, [---] engagements


"@LogicalThesis @SixSigmaCapital I did some maths. Meta Capex for [----] was $70 billion and they guide $135 billion. Google was $90 billion and they guide $185 billion. The real question is how much incremental revenue growth can feed into incremental growth in free cash flows"  
[X Link](https://x.com/narola_vedant/status/2019167052167016728)  2026-02-04T21:51Z [---] followers, [---] engagements


"RT @Jake__Wujastyk: Heading to NYC in late April for the @Stocktwits Cashtag Awards on April 30th at 6PM Giving away two tickets like a"  
[X Link](https://x.com/anyuser/status/1907549070698115157)  2025-04-02T21:41Z [---] followers, [--] engagements

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