[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.] #  @novarealinvest NOVA REAL INVEST NOVA REAL INVEST posts on X about ai, $nvda, strong, china the most. They currently have XXXXX followers and 1531 posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::1441271700281171993/interactions)  - X Week XXXXXX +250% - X Month XXXXXX -XXXX% - X Months XXXXXXX -XX% - X Year XXXXXXXXX +57% ### Mentions: XX [#](/creator/twitter::1441271700281171993/posts_active)  - X Month XX -XX% - X Months XXX -XX% - X Year XXX +71% ### Followers: XXXXX [#](/creator/twitter::1441271700281171993/followers)  - X Week XXXXX +0.19% - X Month XXXXX +0.41% - X Months XXXXX +2.90% - X Year XXXXX +5.60% ### CreatorRank: XXXXXXX [#](/creator/twitter::1441271700281171993/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) [stocks](/list/stocks) [technology brands](/list/technology-brands) [cryptocurrencies](/list/cryptocurrencies) [countries](/list/countries) [fashion brands](/list/fashion-brands) [automotive brands](/list/automotive-brands) **Social topic influence** [ai](/topic/ai), [$nvda](/topic/$nvda) #1044, [strong](/topic/strong), [china](/topic/china) #4217, [goldman sachs](/topic/goldman-sachs), [stocks](/topic/stocks), [$nflx](/topic/$nflx) #123, [$wbd](/topic/$wbd) #61, [nvda](/topic/nvda) #305, [$ares](/topic/$ares) #7 **Top accounts mentioned or mentioned by** [@youtube](/creator/undefined) [@nvidia](/creator/undefined) [@nvidiaai](/creator/undefined) [@nvidiarobotics](/creator/undefined) [@stockmktnewz](/creator/undefined) [@star45356](/creator/undefined) [@elonmusk](/creator/undefined) [@rivian](/creator/undefined) [@daltybrewer](/creator/undefined) [@chipotletweets](/creator/undefined) [@jonerlichman](/creator/undefined) [@rjscaringe](/creator/undefined) [@karenfinerman](/creator/undefined) [@timseymour](/creator/undefined) [@guyadami](/creator/undefined) [@baegbu56258](/creator/undefined) [@cnbc](/creator/undefined) [@yunheek33531907](/creator/undefined) [@rpikwon](/creator/undefined) [@gerberkawasaki](/creator/undefined) **Top assets mentioned** [NVIDIA Corp. (NVDA)](/topic/$nvda) [Goldman Sachs (GS)](/topic/goldman-sachs) [Netflix Inc (NFLX)](/topic/$nflx) [Warner Bros Discovery, Inc. (WBD)](/topic/$wbd) [Ares Protocol (ARES)](/topic/$ares) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Sweetgreen, Inc. (SG)](/topic/$sg) [Spectrum Brands Holdings, Inc. (SPB)](/topic/$spb) [Nike Inc (NKE)](/topic/$nke) [WEBTOON Entertainment Inc. Common Stock (WBTN)](/topic/$wbtn) [Microsoft Corp. (MSFT)](/topic/microsoft) [RAI Finance (SOFI)](/topic/$sofi) [MP Materials Corp. (MP)](/topic/$mp) [Mirror Protocol (MIR)](/topic/$mir) [Freeport-McMoRan Inc (FCX)](/topic/$fcx) [Cisco Systems Inc (CSCO)](/topic/$csco) [Fluidity (FLY)](/topic/$fly) [Alibaba Group (BABA)](/topic/$baba) [Marvell Technology Inc (MRVL)](/topic/marvell-tech) [General Motors Company (GM)](/topic/general-motors) [Stellantis N.V. (STLA)](/topic/$stla) [GM (GM)](/topic/$gm) [Synopsys, Inc. (SNPS)](/topic/$snps) [Wynn Resorts, Limited (WYNN)](/topic/$wynn) [Legia Warsaw Fan Token (LEG)](/topic/$leg) [Carvana Co. (CVNA)](/topic/$cvna) [Comfort Systems USA, Inc. (FIX)](/topic/$fix) [CRH Public Limited Company (CRH)](/topic/$crh) [Confluent, Inc. Class A Common Stock (CFLT)](/topic/$cflt) [IBM (IBM)](/topic/ibm) [Paramount Skydance Corporation Class B Common Stock (PSKY)](/topic/$psky) [Sezzle Inc. Common Stock (SEZL)](/topic/$sezl) [CVS Health Corp (CVS)](/topic/cvs) [Kellanova (K)](/topic/kellanova) ### Top Social Posts Top posts by engagements in the last XX hours "U.S. Market Lunch Time $HOOD Robinhood Shares 7%; metrics report due; WSJ: partners with Gopuff for cash-delivery withdrawals. $SG Sweetgreen Shares +8%; co-founder buys $1M in stock despite XX% YTD plunge. $SPB Spectrum Brands Shares +15%; EPS crushes estimates ($2.61 vs $0.90). $NKE Nike Shares +2%; Wells Fargo upgrades to overweight on bottoming P&L outlook. $WBTN Webtoon Entertainment Shares 26%; revenue miss despite positive adjusted EPS. $CSCO Cisco Systems Shares +5%; EPS and revenue top estimates. $BNTX BioNTech Shares 6%; report says $PFE Pfizer to sell remaining stake though" [X Link](https://x.com/novarealinvest/status/1989025239389413385) 2025-11-13T17:39Z 4844 followers, 2318 engagements "BREAKING: Microsoft denies quota cuts MSFT says it has not lowered sales quotas or targets for its sales staff pushing back against reports of AI-related sales pressure and Copilot demand concerns. More clarity expected as internal restructuring continues" [X Link](https://x.com/novarealinvest/status/1996242313434059158) 2025-12-03T15:37Z 4844 followers, 1467 engagements "Breaking $SOFI SoFi hits market with $1.5B stock sale shares slide SoFi launches $1.5B underwritten common stock offering 30-day option granted to Goldman Sachs for +15% additional shares Proceeds aimed at capital strength flexibility and growth" [X Link](https://x.com/novarealinvest/status/1996701211471614099) 2025-12-04T22:00Z 4843 followers, 1493 engagements "US Stock Market : Lunch Time Stocks $MIR Mirion Technologies Dropped X% after announcing $300M stock offering and $250M convertible bonds. $WS Worthington Steel Fell X% on mixed Q1 results; sales up but production volume declined. $FCX Freeport-McMoRan Down X% extending XX% plunge after Grasberg mine force majeure. $MP MP Materials Surged XX% up XXX% YTD despite no clear catalyst" [X Link](https://x.com/novarealinvest/status/1971256705410371782) 2025-09-25T16:53Z 4843 followers, 1809 engagements "PRE-MARKET Big Misses Big Surges: Disney Stumbles as Cisco & Firefly Rocket Higher; Webtoon Collapses in Brutal Session $FLY Firefly Aerospace jumped 20%+ on narrower loss revenue beat and strong FY2025 outlook ($150158M vs $136M expected). $CSCO Cisco Systems climbed 6%+ after Q1 beats on both EPS ($1 vs $0.98) and revenue ($14.88B vs $14.77B). $BABA Alibaba gained X% as it reportedly prepares a ChatGPT-style AI app revamp. $DIS Walt Disney fell 4%+ after mixed earnings: EPS beat ($1.11 vs $1.05) but revenue miss ($22.46B vs $22.75B)" [X Link](https://x.com/novarealinvest/status/1988977621095309343) 2025-11-13T14:29Z 4843 followers, 1358 engagements "Marvell Skyrockets After Blowout Earnings and a $3.25B Bet on the Future of AI Chips 🔹$MRVL Marvell Technology surged X% after posting record Q3 revenue of $2.08B (+36.8% YoY) beating guidance. 🔹Data Center revenue jumped XX% to $1.52B exceeding expectations and driving most of the upside. 🔹Consumer (+21%) carrier infrastructure (+98%) and enterprise networking (+57%) showed strong growth while automotive/industrial fell sharply (58%). 🔹Q4 guidance landed in line with Wall Street: EPS: $0.74$0.84 Revenue: $2.09B$2.31B 🔹Marvell confirmed its $3.25B acquisition of Celestial AI (cash +" [X Link](https://x.com/novarealinvest/status/1995984002549789171) 2025-12-02T22:30Z 4843 followers, 1283 engagements "BREAKING Biden-Era Fuel Rules on the Chopping Block White House to unveil sharply rolled-back fuel economy standards Wednesday. Execs from $F Ford $GM General Motors and $STLA Stellantis set to attend as the administration resets auto emissions policy" [X Link](https://x.com/novarealinvest/status/1996204805866336743) 2025-12-03T13:08Z 4843 followers, 2112 engagements "U.S. Layoffs Blast Past X Million: AI Cuts Tariffs and Restructuring Trigger the Harshest Job Market Since 2020 U.S. employers announced 71321 job cuts in November pushing the 2025 total to XXXX million the highest since 2020 and XX% higher YoY. AI-related layoffs total 54694 this year; Tech sector cuts in 2025 are up XX% YoY. Tariffs contributed to 2000+ November layoffs and nearly 8000 YTD. Hiring plans collapsed: 497151 planned hires down XX% from 2024" [X Link](https://x.com/novarealinvest/status/1996586293367537860) 2025-12-04T14:24Z 4844 followers, 1058 engagements "BREAKING Small Biz Shock: ADP Says U.S. Private Employers Cut 32000 Jobs Biggest drop since Mar 2023 driven by small businesses (-120k) Manufacturing info pro services all weaken Fed meets next week with labor softness adding pressure to cut rates Who said that NO HIRING NO FIRING🤬" [X Link](https://x.com/novarealinvest/status/1996209748866187398) 2025-12-03T13:27Z 4844 followers, 1183 engagements "$NVDA Nvidia Drops Cash Bomb: $2B $SNPS Synopsys Deal Shakes AI Market as Crypto & Miners Sink $NVDA Nvidia invests $2B into $SNPS Synopsys buying shares at $XXXXXX $LEG Leggett & Platt jumps XX% after receiving a $12/share all-stock buyout offer from Somnigroup International. $WYNN Wynn Resorts rises X% after Goldman Sachs names it to its Conviction Buy List citing strong Las Vegas performance and Macao upside. $MRNA Moderna falls X% after an FDA internal memo allegedly links Covid vaccines to the deaths of XX children (NYT report)" [X Link](https://x.com/novarealinvest/status/1995505155295281467) 2025-12-01T14:47Z 4843 followers, 1379 engagements "Breaking :: Netflix Wins WBD Bidding War With $XX Offer $NFLX $WBD WBD jumps premarket on report Netflix enters exclusive talks Deal includes HBO Max; rivals Comcast & Paramount edged out Netflix agrees to $5B breakup fee as regulatory risk looms" [X Link](https://x.com/novarealinvest/status/1996919261499933047) 2025-12-05T12:27Z 4843 followers, 1671 engagements "Looks like someone massaged the September CPI to make it look better. PCE Sept XXX% MoM Exp. XXX% PCE Sept XXX% YoY Exp. XXX% Core PCE Sept XXX% MoM Exp. XXX% Core PCE Sept XXX% YoY Exp. 2.8%" [X Link](https://x.com/novarealinvest/status/1996960107855253792) 2025-12-05T15:09Z 4844 followers, 3476 engagements "World Cup 2026 Group A Mexico South Africa Korea FIFA WINNER PLAY-OFF D (Denmark North Macedonia Czech Ireland)" [X Link](https://x.com/novarealinvest/status/1997018838484111768) 2025-12-05T19:02Z 4845 followers, 2748 engagements "BREAKING New addition to the S&P500 Carvana $CVNA Comfort Systems $FIX $CRH" [X Link](https://x.com/novarealinvest/status/1997093227736752428) 2025-12-05T23:58Z 4844 followers, 1575 engagements "BREAKING IBMs $11B Bet: Snapping Up $CFLT Confluent at $31/Share All-cash deal values streaming-data leader Confluent at $11B $IBM expands real-time data + AI infrastructure stack Move signals rising demand for enterprise data streaming at scale" [X Link](https://x.com/novarealinvest/status/1998017210497818690) 2025-12-08T13:09Z 4845 followers, 1773 engagements "BREAKING $PSKY Paramount Strikes Back: Launches Hostile $30/share Bid to Block Netflixs $72B Warner Bros. Deal 🔹Paramount (Skydance) launches a hostile all-cash $30/share offer directly to $WBD Warner Bros. Discovery shareholders after losing the bidding war to $NFLX Netflix. 🔹Paramount claims its acquisition would require faster regulatory approval citing its smaller size and more favorable relationship with the Trump administration. 🔹Netflixs proposed acquisition is already facing heavy antitrust skepticism with President Trump openly calling the market-share issue a potential problem" [X Link](https://x.com/novarealinvest/status/1998033667692564922) 2025-12-08T14:15Z 4845 followers, 4992 engagements "U.S. Commerce Dept. set to allow exports of Nvidias $NVDA Nvidia H200 GPUs to China per Semafor a notable reversal from prior restrictions. Approval reportedly supported by Commerce Secretary Howard Lutnick and seen as market-moving if confirmed by the Trump administration. Policy aims to thread the needle: allow China access to GPUs but not Nvidias highest-end AI chips (e.g. Blackwell B200). China had previously blocked Nvidias H20 so the H200 approval reopens a path for AI hardware inflows into China. Nvidia had removed China revenue from guidance meaning any reopening becomes pure upside" [X Link](https://x.com/novarealinvest/status/1998102873108873302) 2025-12-08T18:50Z 4844 followers, 1198 engagements "OFFICIAL CONFIRM AI Trade Shockwave: Trump Opens Door for $NVDA Nvidia H200 Sales to China Trump says the U.S. will allow $NVDA Nvidia to sell H200 chips to approved buyers in China under national-security conditions claiming Xi responded positively. A XX% fee goes to the U.S. with similar rules coming for AMD and Intel. AI supply chain sentiment surges" [X Link](https://x.com/novarealinvest/status/1998148276407664724) 2025-12-08T21:50Z 4844 followers, 1188 engagements "BREAKING New Addition to S&P XXX $ARES $VITL $SEZL" [X Link](https://x.com/novarealinvest/status/1998166193564475559) 2025-12-08T23:01Z 4845 followers, 1605 engagements "$NVDA Nvidia +1% after President Trump authorizes H200 AI chip exports to China with the U.S. government taking a XX% revenue cut; sales allowed only to approved customers. $ARES Ares Management +8.6% after being added to the S&P XXX replacing Kellanova (being acquired by Mars). $CVS CVS Health +2% after issuing 2026 profit guidance above Wall Street expectations signaling stability in its turnaround efforts. $TOL Toll Brothers X% after reporting a Q4 earnings miss ($4.58 vs $XXXX expected). $AVAV AeroVironment +2% on an $874M Army contract for UAS and counter-UAS systems. $HD Home Depot 1%" [X Link](https://x.com/novarealinvest/status/1998390550626546061) 2025-12-09T13:53Z 4845 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.]
@novarealinvest NOVA REAL INVESTNOVA REAL INVEST posts on X about ai, $nvda, strong, china the most. They currently have XXXXX followers and 1531 posts still getting attention that total XXXXX engagements in the last XX hours.
Social category influence finance stocks technology brands cryptocurrencies countries fashion brands automotive brands
Social topic influence ai, $nvda #1044, strong, china #4217, goldman sachs, stocks, $nflx #123, $wbd #61, nvda #305, $ares #7
Top accounts mentioned or mentioned by @youtube @nvidia @nvidiaai @nvidiarobotics @stockmktnewz @star45356 @elonmusk @rivian @daltybrewer @chipotletweets @jonerlichman @rjscaringe @karenfinerman @timseymour @guyadami @baegbu56258 @cnbc @yunheek33531907 @rpikwon @gerberkawasaki
Top assets mentioned NVIDIA Corp. (NVDA) Goldman Sachs (GS) Netflix Inc (NFLX) Warner Bros Discovery, Inc. (WBD) Ares Protocol (ARES) Robinhood Markets, Inc. (HOOD) Sweetgreen, Inc. (SG) Spectrum Brands Holdings, Inc. (SPB) Nike Inc (NKE) WEBTOON Entertainment Inc. Common Stock (WBTN) Microsoft Corp. (MSFT) RAI Finance (SOFI) MP Materials Corp. (MP) Mirror Protocol (MIR) Freeport-McMoRan Inc (FCX) Cisco Systems Inc (CSCO) Fluidity (FLY) Alibaba Group (BABA) Marvell Technology Inc (MRVL) General Motors Company (GM) Stellantis N.V. (STLA) GM (GM) Synopsys, Inc. (SNPS) Wynn Resorts, Limited (WYNN) Legia Warsaw Fan Token (LEG) Carvana Co. (CVNA) Comfort Systems USA, Inc. (FIX) CRH Public Limited Company (CRH) Confluent, Inc. Class A Common Stock (CFLT) IBM (IBM) Paramount Skydance Corporation Class B Common Stock (PSKY) Sezzle Inc. Common Stock (SEZL) CVS Health Corp (CVS) Kellanova (K)
Top posts by engagements in the last XX hours
"U.S. Market Lunch Time $HOOD Robinhood Shares 7%; metrics report due; WSJ: partners with Gopuff for cash-delivery withdrawals. $SG Sweetgreen Shares +8%; co-founder buys $1M in stock despite XX% YTD plunge. $SPB Spectrum Brands Shares +15%; EPS crushes estimates ($2.61 vs $0.90). $NKE Nike Shares +2%; Wells Fargo upgrades to overweight on bottoming P&L outlook. $WBTN Webtoon Entertainment Shares 26%; revenue miss despite positive adjusted EPS. $CSCO Cisco Systems Shares +5%; EPS and revenue top estimates. $BNTX BioNTech Shares 6%; report says $PFE Pfizer to sell remaining stake though"
X Link 2025-11-13T17:39Z 4844 followers, 2318 engagements
"BREAKING: Microsoft denies quota cuts MSFT says it has not lowered sales quotas or targets for its sales staff pushing back against reports of AI-related sales pressure and Copilot demand concerns. More clarity expected as internal restructuring continues"
X Link 2025-12-03T15:37Z 4844 followers, 1467 engagements
"Breaking $SOFI SoFi hits market with $1.5B stock sale shares slide SoFi launches $1.5B underwritten common stock offering 30-day option granted to Goldman Sachs for +15% additional shares Proceeds aimed at capital strength flexibility and growth"
X Link 2025-12-04T22:00Z 4843 followers, 1493 engagements
"US Stock Market : Lunch Time Stocks $MIR Mirion Technologies Dropped X% after announcing $300M stock offering and $250M convertible bonds. $WS Worthington Steel Fell X% on mixed Q1 results; sales up but production volume declined. $FCX Freeport-McMoRan Down X% extending XX% plunge after Grasberg mine force majeure. $MP MP Materials Surged XX% up XXX% YTD despite no clear catalyst"
X Link 2025-09-25T16:53Z 4843 followers, 1809 engagements
"PRE-MARKET Big Misses Big Surges: Disney Stumbles as Cisco & Firefly Rocket Higher; Webtoon Collapses in Brutal Session $FLY Firefly Aerospace jumped 20%+ on narrower loss revenue beat and strong FY2025 outlook ($150158M vs $136M expected). $CSCO Cisco Systems climbed 6%+ after Q1 beats on both EPS ($1 vs $0.98) and revenue ($14.88B vs $14.77B). $BABA Alibaba gained X% as it reportedly prepares a ChatGPT-style AI app revamp. $DIS Walt Disney fell 4%+ after mixed earnings: EPS beat ($1.11 vs $1.05) but revenue miss ($22.46B vs $22.75B)"
X Link 2025-11-13T14:29Z 4843 followers, 1358 engagements
"Marvell Skyrockets After Blowout Earnings and a $3.25B Bet on the Future of AI Chips 🔹$MRVL Marvell Technology surged X% after posting record Q3 revenue of $2.08B (+36.8% YoY) beating guidance. 🔹Data Center revenue jumped XX% to $1.52B exceeding expectations and driving most of the upside. 🔹Consumer (+21%) carrier infrastructure (+98%) and enterprise networking (+57%) showed strong growth while automotive/industrial fell sharply (58%). 🔹Q4 guidance landed in line with Wall Street: EPS: $0.74$0.84 Revenue: $2.09B$2.31B 🔹Marvell confirmed its $3.25B acquisition of Celestial AI (cash +"
X Link 2025-12-02T22:30Z 4843 followers, 1283 engagements
"BREAKING Biden-Era Fuel Rules on the Chopping Block White House to unveil sharply rolled-back fuel economy standards Wednesday. Execs from $F Ford $GM General Motors and $STLA Stellantis set to attend as the administration resets auto emissions policy"
X Link 2025-12-03T13:08Z 4843 followers, 2112 engagements
"U.S. Layoffs Blast Past X Million: AI Cuts Tariffs and Restructuring Trigger the Harshest Job Market Since 2020 U.S. employers announced 71321 job cuts in November pushing the 2025 total to XXXX million the highest since 2020 and XX% higher YoY. AI-related layoffs total 54694 this year; Tech sector cuts in 2025 are up XX% YoY. Tariffs contributed to 2000+ November layoffs and nearly 8000 YTD. Hiring plans collapsed: 497151 planned hires down XX% from 2024"
X Link 2025-12-04T14:24Z 4844 followers, 1058 engagements
"BREAKING Small Biz Shock: ADP Says U.S. Private Employers Cut 32000 Jobs Biggest drop since Mar 2023 driven by small businesses (-120k) Manufacturing info pro services all weaken Fed meets next week with labor softness adding pressure to cut rates Who said that NO HIRING NO FIRING🤬"
X Link 2025-12-03T13:27Z 4844 followers, 1183 engagements
"$NVDA Nvidia Drops Cash Bomb: $2B $SNPS Synopsys Deal Shakes AI Market as Crypto & Miners Sink $NVDA Nvidia invests $2B into $SNPS Synopsys buying shares at $XXXXXX $LEG Leggett & Platt jumps XX% after receiving a $12/share all-stock buyout offer from Somnigroup International. $WYNN Wynn Resorts rises X% after Goldman Sachs names it to its Conviction Buy List citing strong Las Vegas performance and Macao upside. $MRNA Moderna falls X% after an FDA internal memo allegedly links Covid vaccines to the deaths of XX children (NYT report)"
X Link 2025-12-01T14:47Z 4843 followers, 1379 engagements
"Breaking :: Netflix Wins WBD Bidding War With $XX Offer $NFLX $WBD WBD jumps premarket on report Netflix enters exclusive talks Deal includes HBO Max; rivals Comcast & Paramount edged out Netflix agrees to $5B breakup fee as regulatory risk looms"
X Link 2025-12-05T12:27Z 4843 followers, 1671 engagements
"Looks like someone massaged the September CPI to make it look better. PCE Sept XXX% MoM Exp. XXX% PCE Sept XXX% YoY Exp. XXX% Core PCE Sept XXX% MoM Exp. XXX% Core PCE Sept XXX% YoY Exp. 2.8%"
X Link 2025-12-05T15:09Z 4844 followers, 3476 engagements
"World Cup 2026 Group A Mexico South Africa Korea FIFA WINNER PLAY-OFF D (Denmark North Macedonia Czech Ireland)"
X Link 2025-12-05T19:02Z 4845 followers, 2748 engagements
"BREAKING New addition to the S&P500 Carvana $CVNA Comfort Systems $FIX $CRH"
X Link 2025-12-05T23:58Z 4844 followers, 1575 engagements
"BREAKING IBMs $11B Bet: Snapping Up $CFLT Confluent at $31/Share All-cash deal values streaming-data leader Confluent at $11B $IBM expands real-time data + AI infrastructure stack Move signals rising demand for enterprise data streaming at scale"
X Link 2025-12-08T13:09Z 4845 followers, 1773 engagements
"BREAKING $PSKY Paramount Strikes Back: Launches Hostile $30/share Bid to Block Netflixs $72B Warner Bros. Deal 🔹Paramount (Skydance) launches a hostile all-cash $30/share offer directly to $WBD Warner Bros. Discovery shareholders after losing the bidding war to $NFLX Netflix. 🔹Paramount claims its acquisition would require faster regulatory approval citing its smaller size and more favorable relationship with the Trump administration. 🔹Netflixs proposed acquisition is already facing heavy antitrust skepticism with President Trump openly calling the market-share issue a potential problem"
X Link 2025-12-08T14:15Z 4845 followers, 4992 engagements
"U.S. Commerce Dept. set to allow exports of Nvidias $NVDA Nvidia H200 GPUs to China per Semafor a notable reversal from prior restrictions. Approval reportedly supported by Commerce Secretary Howard Lutnick and seen as market-moving if confirmed by the Trump administration. Policy aims to thread the needle: allow China access to GPUs but not Nvidias highest-end AI chips (e.g. Blackwell B200). China had previously blocked Nvidias H20 so the H200 approval reopens a path for AI hardware inflows into China. Nvidia had removed China revenue from guidance meaning any reopening becomes pure upside"
X Link 2025-12-08T18:50Z 4844 followers, 1198 engagements
"OFFICIAL CONFIRM AI Trade Shockwave: Trump Opens Door for $NVDA Nvidia H200 Sales to China Trump says the U.S. will allow $NVDA Nvidia to sell H200 chips to approved buyers in China under national-security conditions claiming Xi responded positively. A XX% fee goes to the U.S. with similar rules coming for AMD and Intel. AI supply chain sentiment surges"
X Link 2025-12-08T21:50Z 4844 followers, 1188 engagements
"BREAKING New Addition to S&P XXX $ARES $VITL $SEZL"
X Link 2025-12-08T23:01Z 4845 followers, 1605 engagements
"$NVDA Nvidia +1% after President Trump authorizes H200 AI chip exports to China with the U.S. government taking a XX% revenue cut; sales allowed only to approved customers. $ARES Ares Management +8.6% after being added to the S&P XXX replacing Kellanova (being acquired by Mars). $CVS CVS Health +2% after issuing 2026 profit guidance above Wall Street expectations signaling stability in its turnaround efforts. $TOL Toll Brothers X% after reporting a Q4 earnings miss ($4.58 vs $XXXX expected). $AVAV AeroVironment +2% on an $874M Army contract for UAS and counter-UAS systems. $HD Home Depot 1%"
X Link 2025-12-09T13:53Z 4845 followers, XXX engagements
/creator/x::novarealinvest