# ![@ser_kingslayer_ Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::858526837152133120.png) @ser_kingslayer_ Waleed Chaudhry

Waleed Chaudhry posts on X about nvda, open ai, anthropic, inference the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::858526837152133120/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::858526837152133120/c:line/m:interactions.svg)

- [--] Week [------] +17%
- [--] Month [------] +472%
- [--] Months [------] +1,392%
- [--] Year [------] +18,723%

### Mentions: [--] [#](/creator/twitter::858526837152133120/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::858526837152133120/c:line/m:posts_active.svg)

- [--] Month [--] +56%
- [--] Months [--] +278%
- [--] Year [--] +2,200%

### Followers: [---] [#](/creator/twitter::858526837152133120/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::858526837152133120/c:line/m:followers.svg)

- [--] Week [---] +16%
- [--] Month [---] +30%
- [--] Months [---] +75%

### CreatorRank: [-------] [#](/creator/twitter::858526837152133120/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::858526837152133120/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[technology brands](/list/technology-brands)  [finance](/list/finance)  [stocks](/list/stocks)  [countries](/list/countries) 

**Social topic influence**
[nvda](/topic/nvda), [open ai](/topic/open-ai) #1886, [anthropic](/topic/anthropic) #1459, [inference](/topic/inference) #92, [tariffs](/topic/tariffs), [ai](/topic/ai), [meta](/topic/meta), [$nvda](/topic/$nvda), [to the](/topic/to-the), [money](/topic/money)

**Top accounts mentioned or mentioned by**
[@drgingerballs](/creator/undefined) [@tshirtnjeans2](/creator/undefined) [@jadecole2112](/creator/undefined) [@utilitypure](/creator/undefined) [@midnightcaptl](/creator/undefined) [@taobanker](/creator/undefined) [@ilikecalamari](/creator/undefined) [@evrgn11112231](/creator/undefined) [@firstadopter](/creator/undefined) [@dratchcap](/creator/undefined) [@zephyrz9](/creator/undefined) [@waterworldcapi1](/creator/undefined) [@supbagholder](/creator/undefined) [@realdisruptor](/creator/undefined) [@semianalysis](/creator/undefined) [@chriscamillo](/creator/undefined) [@dr_gingerballs](/creator/undefined) [@kakashiii111](/creator/undefined) [@mfcamillus](/creator/undefined) [@srasgon](/creator/undefined)

**Top assets mentioned**
[NVIDIA Corp. (NVDA)](/topic/$nvda) [Oracle Corporation (ORCL)](/topic/$orcl) [Microsoft Corp. (MSFT)](/topic/$msft) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Intel Corporation (INTC)](/topic/$intc) [Astera Labs, Inc. (ALAB)](/topic/$alab) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Apple, Inc. (AAPL)](/topic/$aapl)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@Swordfishv44183 You should check your data on this. NVDA has a forward PE below 30"  
[X Link](https://x.com/ser_kingslayer_/status/1728607938229498153)  2023-11-26T02:53Z [--] followers, [---] engagements


"@Swordfishv44183 Thanks for the clarification. Still surprised. Can't remember NVDA trading below [--] at any point for a decade and before that they were just a gaming company. I guess [--] years is too long for a meaningful comparison. MSFT and NVDA have entirely different business models now"  
[X Link](https://x.com/ser_kingslayer_/status/1728615647738032477)  2023-11-26T03:24Z [--] followers, [---] engagements


"@jbulltard1 By being better at Hardware you mean making Graviton and Trainium That's hardly the value add of either cloud service provider. Generative AI consumers are preferring Azure over AWS for now and that's an important thing to consider for anyone buying either stock"  
[X Link](https://x.com/ser_kingslayer_/status/1730576652168532286)  2023-12-01T13:16Z [--] followers, [---] engagements


"@jbulltard1 The only AWS is behind talk I have heard off is wrt to Generative AI and that one is true. MSFT is ahead. May not remain that way but NVDA and Azure have a much stronger partnership than NVDA and AWS do because of DGX cloud hosting deal Nutella made with the devil (Jensen)"  
[X Link](https://x.com/ser_kingslayer_/status/1730582262905819635)  2023-12-01T13:38Z [--] followers, [--] engagements


"@kakashiii111 The clue is in your original tweet. Given how slow AMD is to market and how fast NVDA is the MI300X is actually gonna need to compete with the B100"  
[X Link](https://x.com/ser_kingslayer_/status/1732359591332053477)  2023-12-06T11:21Z [--] followers, [--] engagements


"@Mr_Derivatives AAPL is trading close to its highest ever PE barely showing any growth and has expanded multiple on Apple Intelligence which is hot garbage that no one cares for. Buffet selling is more a confirmation rather than a single data point like yesterday's Jobs report"  
[X Link](https://x.com/ser_kingslayer_/status/1819728404049993946)  2024-08-03T13:33Z [--] followers, [---] engagements


"@rev_cap He's doubling down on sectoral tariffs in the cabinet meeting. Hard to imagine this much bark and no bite"  
[X Link](https://x.com/ser_kingslayer_/status/1904211325296763160)  2025-03-24T16:38Z [--] followers, [---] engagements


"@DerivativesDon I guess that's where my confusion is. I was basing my reasons for tariffs based on the Bob Lighthizer interview on Tucker where the point was to close the deficit to rebuild manufacturing in the US and prevent foreigners from buying too many US assets"  
[X Link](https://x.com/ser_kingslayer_/status/1904293193954337017)  2025-03-24T22:04Z [--] followers, [---] engagements


"@dampedspring @Aureliusltd28 Alright thanks 🙏 I guess I was primarily bearish because I'd the tariffs but still expect the Q1 earnings + guidance to be bad but been feeling less confident with the walk back of the tarrifs today"  
[X Link](https://x.com/ser_kingslayer_/status/1904293762890641617)  2025-03-24T22:06Z [--] followers, [--] engagements


"@LogicalThesis No I am saying I think of myself in the minority. Don't see much bearish sentiment around"  
[X Link](https://x.com/ser_kingslayer_/status/1904323395690336489)  2025-03-25T00:04Z [--] followers, [--] engagements


"@dnystedt In that interview he said they're not part of the Reciprocal tariffs but then he rambled later that they're still coming "probably soon""  
[X Link](https://x.com/ser_kingslayer_/status/1904719996581749032)  2025-03-26T02:20Z [--] followers, [---] engagements


"@vikramskr How does this impact ASML Do you need fewer latest EUV machines as a result or is there no impact there Thanks"  
[X Link](https://x.com/ser_kingslayer_/status/1904727422135607416)  2025-03-26T02:49Z [--] followers, [---] engagements


"@GAllenChambers @dampedspring All over Bloomberg and FT now Trump excludes smartphones from reciprocal tariffs - via @FT https://on.ft.com/3ElHxez https://www.bloomberg.com/news/articles/2025-04-12/trump-exempts-phones-computers-chips-from-reciprocal-tariffs https://on.ft.com/3ElHxez https://www.bloomberg.com/news/articles/2025-04-12/trump-exempts-phones-computers-chips-from-reciprocal-tariffs"  
[X Link](https://x.com/ser_kingslayer_/status/1911074392165294285)  2025-04-12T15:10Z [--] followers, [--] engagements


"@RihardJarc The number is gonna be 25% just like autos and all other sectoral tariffs that are all exempt from reciprocal tariffs"  
[X Link](https://x.com/ser_kingslayer_/status/1911454095380193633)  2025-04-13T16:19Z [--] followers, [---] engagements


"@blondesnmoney For what it's worth Bessent had been scheduled to go on Bloomberg for at least two days. Not sure about Fox. Can't imagine Donnie's tweet was planned for today"  
[X Link](https://x.com/ser_kingslayer_/status/1925994908483031351)  2025-05-23T19:19Z [--] followers, [--] engagements


"@EricJhonsa Okay thank you. I figured the same and Trump could call it United States Semiconductor manufacturing company and claim a big win. But wasn't sure if I was being biased by how long TSM I am"  
[X Link](https://x.com/ser_kingslayer_/status/1890552157927063804)  2025-02-15T00:02Z [--] followers, [--] engagements


"@danielnewmanUV Who would TSMC transfer the IP to $INTC wouldn't exist. Feels so crazy that TSMC is being awarded a permanent foundry monopoly but what other options exist"  
[X Link](https://x.com/ser_kingslayer_/status/1891198608843669714)  2025-02-16T18:50Z [--] followers, [---] engagements


"@TLE2009edward @Jukanlosreve Not wanting Tariffs but when has a competitor ever run another competitor in history If all US wants is a cash injection they can get use Chips Act money. US needs someone to run the fabs. You can't have a competitor run fabs. It would be like asking Airbus to run Boeing"  
[X Link](https://x.com/ser_kingslayer_/status/1891311186844512402)  2025-02-17T02:18Z [--] followers, [---] engagements


"@DeepSailCapital $ALAB Got sold with unprofitable AI tech. Networking is only getting started in the build out"  
[X Link](https://x.com/ser_kingslayer_/status/1990578345591922786)  2025-11-18T00:30Z [---] followers, [----] engagements


"@dorse054 @The_AI_Investor It's from the start of the year to [----] for Blackwell + Rubin. Blackwell is roughly 107B in the first [--] quarters. 50B in the most recent one. Let say about [--] out of the 65B is datacenter so that leaves FY2027 with 328B from the datacenter + Anthropic sovereign and China"  
[X Link](https://x.com/ser_kingslayer_/status/1993474100459921865)  2025-11-26T00:17Z [---] followers, [---] engagements


"@dorse054 @The_AI_Investor Don't get me wrong. I am super long NVDA but it's from the start of the year. This is what Colette said in the ER: We currently have visibility to a $0.5 trillion in Blackwell and Rubin revenue from the start of this year through the end of calendar year 2026"  
[X Link](https://x.com/ser_kingslayer_/status/1993479266345140574)  2025-11-26T00:37Z [---] followers, [--] engagements


"@dylan522p Lol Dylan the free version of the article makes you sound like an NVDA bear. And that's what's gonna do the rounds on X"  
[X Link](https://x.com/ser_kingslayer_/status/1994469748566855838)  2025-11-28T18:13Z [---] followers, [----] engagements


"@zephyr_z9 They won't because maybe they read the full article and you didn't and the actual article is super bullish NVDA"  
[X Link](https://x.com/ser_kingslayer_/status/1994506005556990300)  2025-11-28T20:37Z [---] followers, [---] engagements


"@AIadventure3 @firstadopter Read the bit behind the paywall my guy. The article explains that Rubin increases NVDA's lead over TPUv8"  
[X Link](https://x.com/ser_kingslayer_/status/1994525611813965997)  2025-11-28T21:55Z [---] followers, [---] engagements


"@TShirtnJeans2 @RealDisruptor @SemiAnalysis_ I thought the entire sell off was future margin compression in [----]. 350B in data center + Anthropic + Saudi + maybe China is already a lock for 2026"  
[X Link](https://x.com/ser_kingslayer_/status/1994545347683914161)  2025-11-28T23:14Z [---] followers, [---] engagements


"@TShirtnJeans2 @RealDisruptor @SemiAnalysis_ If [----] is more competitive than the current setup and Google barely has market share right now don't really see what to worry about as an NVDA long other than current gyrations in the stock price"  
[X Link](https://x.com/ser_kingslayer_/status/1994545778308628805)  2025-11-28T23:15Z [---] followers, [--] engagements


"@TShirtnJeans2 @RealDisruptor @SemiAnalysis_ Also at these valuations is argue significat margin compression has already been priced in. I still can't believe NVDA has sold off so much after a reaccleration in revenue reported last week"  
[X Link](https://x.com/ser_kingslayer_/status/1994549992095113513)  2025-11-28T23:32Z [---] followers, [--] engagements


"@TShirtnJeans2 @RealDisruptor @SemiAnalysis_ Good call. The OpenAI complex vs GOOG complex narrative makes the ORCL call actually super important. Don't normally track it real time. Will do this time around"  
[X Link](https://x.com/ser_kingslayer_/status/1994552577200197955)  2025-11-28T23:42Z [---] followers, [--] engagements


"@MF_Camillus I feel like I need to adjust the sold call on my end of year NVDA spreads to higher than 280"  
[X Link](https://x.com/ser_kingslayer_/status/1995928673493618950)  2025-12-02T18:50Z [---] followers, [--] engagements


"@Midnight_Captl Yeah but can't remember the last time the market was this irrational about NVDA. Even the deepseek thing cleared out in 2-3 weeks. And other sell offs around tariffs have been market wide. Hope I am not missing something that the market is sensing somehow"  
[X Link](https://x.com/ser_kingslayer_/status/1998969559466840549)  2025-12-11T04:14Z [---] followers, [---] engagements


"@HedgeyeTech Why would you been long NVDA but short CRWV It's the same trade"  
[X Link](https://x.com/ser_kingslayer_/status/1998983452859969665)  2025-12-11T05:09Z [---] followers, [---] engagements


"@Midnight_Captl Honestly the "beat" and the [--] billion in the new AISC orders is not even slightly comparable to what NVDA is doing. NVDA would be down 20% on these numbers. I don't understand how this is almost a 2B dollar company"  
[X Link](https://x.com/ser_kingslayer_/status/1999244294444777690)  2025-12-11T22:25Z [---] followers, [---] engagements


"@zoomyzoomm NVDA trades at [--] times man and is gonna grow revenue 60%. Hard to see semis go down if the King is so cheap unless it all falls apart"  
[X Link](https://x.com/ser_kingslayer_/status/2001975578191331774)  2025-12-19T11:19Z [---] followers, [--] engagements


"@CapitalJurassic The NVDA numbers are quite conservative and don't include China at all that looks like it's gonna be 50B"  
[X Link](https://x.com/ser_kingslayer_/status/2006956204283871260)  2026-01-02T05:10Z [---] followers, [--] engagements


"@theaustinlyons @semidoped Ah thanks. Maybe a bad cache on my side. Just listened to the bit just before you guys start talking about VR"  
[X Link](https://x.com/ser_kingslayer_/status/2010797002716823957)  2026-01-12T19:32Z [---] followers, [--] engagements


"@Midnight_Captl What's your reasoning for Meta just wasting a decent amount of the compute it's getting. The ROIC on ad spend is there but how do you know what percentage of the CapEx is going to adspend vs reality labs vs failed Alexandar Wang efforts"  
[X Link](https://x.com/ser_kingslayer_/status/2011097802399760736)  2026-01-13T15:27Z [---] followers, [---] engagements


"@Midnight_Captl Sure but they're inflating using SPVs to hide the actual scope of their investment no"  
[X Link](https://x.com/ser_kingslayer_/status/2011099915578192367)  2026-01-13T15:35Z [---] followers, [---] engagements


"@ContrarianCurse But NVDA has had solid upside revisions is the cheapest stock on the list and has been flat for [--] months. How does that make sense"  
[X Link](https://x.com/ser_kingslayer_/status/2011119133648437455)  2026-01-13T16:52Z [---] followers, [----] engagements


"@Midnight_Captl How would the blue owl owned SPV show up on the balance sheet"  
[X Link](https://x.com/ser_kingslayer_/status/2011119540374057111)  2026-01-13T16:53Z [---] followers, [---] engagements


"@zephyr_z9 Finally They've been back since September Still don't get how NVDA is flat since August given the 50% CAGR guide now. Any thoughts"  
[X Link](https://x.com/ser_kingslayer_/status/2011733800716550551)  2026-01-15T09:34Z [---] followers, [----] engagements


"@benitoz @Srasgon Wait I am confused. Wouldn't all of the last month have counted SOXX went up like 15% to NVDA being essentially flat. Or did the SOXX estimates go up 15% this month"  
[X Link](https://x.com/ser_kingslayer_/status/2014075110173405478)  2026-01-21T20:38Z [---] followers, [--] engagements


"@Midnight_Captl How they're hedging the memory prices and much of their memory needs from [----] and [----] have they already prepaid for"  
[X Link](https://x.com/ser_kingslayer_/status/2014453985738883415)  2026-01-22T21:43Z [---] followers, [--] engagements


"@SereneInvesting @jukan05 E isn't rolling over. TSMC raised their AI accelerator CAGR to 55%+. They have better visibility than anyone on this"  
[X Link](https://x.com/ser_kingslayer_/status/2014501248465035737)  2026-01-23T00:51Z [---] followers, [--] engagements


"@SereneInvesting @jukan05 m8 TSMC just upped their growth to mid 50s until [----]. They have better visibility than you do"  
[X Link](https://x.com/ser_kingslayer_/status/2014510682213945737)  2026-01-23T01:29Z [---] followers, [--] engagements


"@firstadopter @Srasgon he's calling you out m8"  
[X Link](https://x.com/ser_kingslayer_/status/2014677994468483203)  2026-01-23T12:33Z [---] followers, [---] engagements


"@firstadopter Any thoughts on why the stock is still lagging I have only been investing for [--] years and can't remember a similar mismatch in stock underlying fundamentals over an extended time before"  
[X Link](https://x.com/ser_kingslayer_/status/2015104917673738458)  2026-01-24T16:50Z [---] followers, [---] engagements


"@firstadopter @Srasgon Pretty sure he's the one who asked the why INTC can't ise the the 11B existing inventory on hand which started the whole conversion debate"  
[X Link](https://x.com/ser_kingslayer_/status/2014678911313932369)  2026-01-23T12:37Z [---] followers, [---] engagements


"@Freedom_44_ @firstadopter The AAPL example is pretty apt. Alright. I don't mind the stock trading 25x and growing eith EPS. EPS is gonna be up 50-60% this year anyway"  
[X Link](https://x.com/ser_kingslayer_/status/2015245279021183368)  2026-01-25T02:08Z [---] followers, [--] engagements


"@Midnight_Captl @OpenAI Yup. Lets say OpenAI releases a model that beats all bench marks etc how would you play the resulting change in sentiment $ORCL $MSFT or $NVDA"  
[X Link](https://x.com/ser_kingslayer_/status/2016937863988781098)  2026-01-29T18:13Z [---] followers, [----] engagements


"@BenBajarin Yeah but how much is already priced in at these levels already"  
[X Link](https://x.com/ser_kingslayer_/status/2016942594467455176)  2026-01-29T18:32Z [---] followers, [--] engagements


"@ScroogeCap Zuck is just gonna buy more $NVDA. He's got the license from Mr Market to ramp up spending for some reason unclear to me"  
[X Link](https://x.com/ser_kingslayer_/status/2017242148551205067)  2026-01-30T14:23Z [---] followers, [---] engagements


"@MF_Camillus Completely insane. Makes me wonder if I am missing something on NVDA growth into 2027"  
[X Link](https://x.com/ser_kingslayer_/status/2018339775342604312)  2026-02-02T15:04Z [---] followers, [--] engagements


"@WaterworldCapi1 My best guess is marginal dollars keep moving to where the next shortage or market perceived future gains are. Ignoring the actual NVDA growth rate. I expect stock to underperform until earnings/Open AI raise/Blackwell trained model that is better than Gemini/Anthropic"  
[X Link](https://x.com/ser_kingslayer_/status/2018361172513206300)  2026-02-02T16:29Z [---] followers, [---] engagements


"@P_Remarks Everything except AMD which is completely intertwined with OAI but also sells NVDA regardless of whether it invests or doesn't invest in OAI"  
[X Link](https://x.com/ser_kingslayer_/status/2018412668852355547)  2026-02-02T19:54Z [---] followers, [---] engagements


"@firstadopter Stock's run up 110% trades at [--] times and is guiding for revenue decrease between quarters. The narrative was that it would grow like NVDA did. Also no details on what the helios ramp is gonna be. We're just as in the dark about it as we were when the deal was first announced"  
[X Link](https://x.com/ser_kingslayer_/status/2018892678105116728)  2026-02-04T03:41Z [---] followers, [---] engagements


"@edzitron @DarioCpx How does it feel missing out on a 10X on NVDA while the entire world ramps up on agents"  
[X Link](https://x.com/ser_kingslayer_/status/2018899943742972218)  2026-02-04T04:10Z [---] followers, [--] engagements


"@Midnight_Captl @MF_Camillus Yuppp getting that Q1 [----] guide vibes too. It's so obvious it's gonna be an absolute monster"  
[X Link](https://x.com/ser_kingslayer_/status/2019187386949734555)  2026-02-04T23:12Z [---] followers, [--] engagements


"@BluthCapital Meta also has a positive return but Zuck is also incenerating capex on MSL where we don't know what the return is"  
[X Link](https://x.com/ser_kingslayer_/status/2019189687378698493)  2026-02-04T23:21Z [---] followers, [---] engagements


"@WisemanCap NVDA [---] by June. I don't know what Mr Market is still doubting. The size of the guide on the call is gonna be scary"  
[X Link](https://x.com/ser_kingslayer_/status/2019190401203064924)  2026-02-04T23:24Z [---] followers, [---] engagements


"@munster_gene Which means it goes to NVDA not AVGO/Mediatek"  
[X Link](https://x.com/ser_kingslayer_/status/2019190823246573729)  2026-02-04T23:26Z [---] followers, [---] engagements


"@rupechat @WisemanCap He did when you think about it. He preannounced 500B and market was like meh. He then preannounced that Saudi and Anthropic money is additional to 500B market shrugged it off. He said the 500B is not dependent on the 10B for 1GW LOI with OpenAI and market sold it off"  
[X Link](https://x.com/ser_kingslayer_/status/2019191552233599467)  2026-02-04T23:29Z [---] followers, [--] engagements


"@rupechat @WisemanCap So the way to do it is to just do the monster guide similar to May [----] and torch the pod boys shorting NVDA to stay sector neutral"  
[X Link](https://x.com/ser_kingslayer_/status/2019191715647615330)  2026-02-04T23:29Z [---] followers, [--] engagements


"@ns123abc Well half of that spend from GOOG is to support the cloud. I think OpenAI can get away with spending about 80-90B to keep up which they can this year with $ORCL and $MSFT and their 100B raise coming up. Next year will be the challenge"  
[X Link](https://x.com/ser_kingslayer_/status/2019195702883283022)  2026-02-04T23:45Z [---] followers, [----] engagements


"@proxietuna @TBU12345678 they've been shorting it since November. It's dumb but shorting NVDA and longing even trash like AMD because CPU shortage has been the MO"  
[X Link](https://x.com/ser_kingslayer_/status/2019202748651344124)  2026-02-05T00:13Z [---] followers, [---] engagements


"@buccocapital It's not the top because the capex trade which began in September hasn't even hit the two compute beneficiaries $NVDA and $AVGO. If anything this is the bottom on those two stocks"  
[X Link](https://x.com/ser_kingslayer_/status/2019212483186291048)  2026-02-05T00:52Z [---] followers, [----] engagements


"@PantexCap You don't think money flows into $NVDA and $AVGO after this $GOOG CapEx guide"  
[X Link](https://x.com/ser_kingslayer_/status/2019217488467075532)  2026-02-05T01:12Z [---] followers, [---] engagements


"@BearForce_Won @P_Remarks Azure sold off because they didn't buy enough GPUs to support the 40% rate after they diverted GPUs to internal use cases"  
[X Link](https://x.com/ser_kingslayer_/status/2019218200798413285)  2026-02-05T01:15Z [---] followers, [---] engagements


"@WillBiddy_ Is it still high margin tho What happens when the depreciation from all this CapEx starts to hit"  
[X Link](https://x.com/ser_kingslayer_/status/2019218593427182033)  2026-02-05T01:16Z [---] followers, [---] engagements


"@WaterworldCapi1 Interesting. NGL don't know that much about optical. Just going by comments at LITE's earnings call today where they're undershipping by 30% and a substack post which said optical's heyday is with Rubin Ultra in 2H2027"  
[X Link](https://x.com/ser_kingslayer_/status/2019238513896825164)  2026-02-05T02:35Z [---] followers, [---] engagements


"@yieldsearcher @zephyr_z9 Don't think he actually wants to own OAI anymore. It's never been the same since they did that AMD deal"  
[X Link](https://x.com/ser_kingslayer_/status/2019247243149357226)  2026-02-05T03:10Z [---] followers, [--] engagements


"@evrgn11112231 @WaterworldCapi1 So when does NVDA get credit for all the CapEx Jensen is gonna clean up after SOXL has fallen to 35"  
[X Link](https://x.com/ser_kingslayer_/status/2019247584381137012)  2026-02-05T03:11Z [---] followers, [---] engagements


"@yieldsearcher @zephyr_z9 Yeah but it's not that straight forward for him now. Hard to do just an investment in xAI now since the SpaceX purchase. He should just go all in on Anthropic. Double down on the 10B investment"  
[X Link](https://x.com/ser_kingslayer_/status/2019248084287426568)  2026-02-05T03:13Z [---] followers, [--] engagements


"@yieldsearcher @zephyr_z9 Yup and without a clean way for Jensen to recycle money into them it's even messier. I doubt anyone saw a greater than 150B CapEx guide from Sundar"  
[X Link](https://x.com/ser_kingslayer_/status/2019249172474728875)  2026-02-05T03:18Z [---] followers, [--] engagements


"@evrgn11112231 @WaterworldCapi1 Well we call a peak every year and the CapEx guides just blow past whatever peak anyone previously thought. I don't know of a soul calling for more than 150B in CapEx guide from Sundar. Doesn't like the peak at all"  
[X Link](https://x.com/ser_kingslayer_/status/2019249508438405231)  2026-02-05T03:19Z [---] followers, [--] engagements


"@evrgn11112231 @WaterworldCapi1 Decel is okay. They're never gonna put up the growth they did in [----] ever again. Peak earnings would imply capex guides going down not just decelerating"  
[X Link](https://x.com/ser_kingslayer_/status/2019250229980144043)  2026-02-05T03:22Z [---] followers, [--] engagements


"@pradeeepk Honestly would be a [---] dollar stock if Hock never mentioned the 73B backlog at the call"  
[X Link](https://x.com/ser_kingslayer_/status/2019251806539509785)  2026-02-05T03:28Z [---] followers, [---] engagements


"@evrgn11112231 @WaterworldCapi1 Sure but if peak earnings aren't until [----] stock peaking [--] year before would be a first too no Even [----] is hard to see a peak with Feynman out and Jensen booking out basically all of TSMC [---] nm for it"  
[X Link](https://x.com/ser_kingslayer_/status/2019254350896591206)  2026-02-05T03:38Z [---] followers, [---] engagements


"@zephyr_z9 The idea that OpenAI shouldn't do ads or GOOG shouldn't sell GPUs on the cloud because AGI is inbound doesn't make sense. As long as they have enough to train they should obviously use the remaining to make profits to sustain larger compute for future training runs"  
[X Link](https://x.com/ser_kingslayer_/status/2019265434722398394)  2026-02-05T04:22Z [---] followers, [----] engagements


"@BeuvingJordy They're gonna do 400B in sales FY2027 with these updated CapEx guides. Really don't understand why it's not being FOMO'ed up to ATHs before the earnings. Oh well. I'll hold"  
[X Link](https://x.com/ser_kingslayer_/status/2019449591989428282)  2026-02-05T16:34Z [---] followers, [--] engagements


"@JerryCap @Midnight_Captl Jensen will give Anthropic whatever investment they need. MSFT and AMZN will keep OAI propped up"  
[X Link](https://x.com/ser_kingslayer_/status/2019454518589641007)  2026-02-05T16:54Z [---] followers, [--] engagements


"@MikeDoesFinance @Midnight_Captl OpenAI has a backlog with GCP"  
[X Link](https://x.com/ser_kingslayer_/status/2019562206447476886)  2026-02-06T00:02Z [---] followers, [--] engagements


"@JackFarley96 Jassy called Graviton + Tranium a 10B ARR revenue in the call. They're spending 200B. You know it's actually almost entirely going to NVDA GPUs"  
[X Link](https://x.com/ser_kingslayer_/status/2019578422700490915)  2026-02-06T01:06Z [---] followers, [---] engagements


"@one_bio_data @firstadopter Reuters fake news vs actual tweets from OpenAI employees yesterday"  
[X Link](https://x.com/ser_kingslayer_/status/2019777407251575273)  2026-02-06T14:17Z [---] followers, [--] engagements


"@TBU12345678 @_clarktang Great call on Brad. He's right tho. NVDA = OpenAI is dumb. Anthropic is gonna run on Blackwell and Rubin"  
[X Link](https://x.com/ser_kingslayer_/status/2019830924582719541)  2026-02-06T17:49Z [---] followers, [--] engagements


"@investorcity4U @ChrisCamillo Tranium isn't avoiding NVDA tax. This isn't x86 and Graviton. Jensen is improving performance/watt 5x to 10x from Rubin to Blackwell while tranium [--] is only a 40% improvement on Tranium [--] according to Jassy himself. While Tranium barely has market share against Hoppers"  
[X Link](https://x.com/ser_kingslayer_/status/2022049746303820001)  2026-02-12T20:46Z [---] followers, [---] engagements


"@taobanker AMZN is cheap because Cloud is now an undifferentiated product which packages and sells NVDA GPUs. Why don't you just buy NVDA which trades at 24x officially but actually with the new CapEx guides close to 20x"  
[X Link](https://x.com/ser_kingslayer_/status/2022472557446762911)  2026-02-14T00:46Z [---] followers, [----] engagements


"@JadeCole2112 @Dr_Gingerballs Anthropic doesn't really have a free tier. Try using the free mode on Claude web You'll run out in [--] minutes. ChatGPT does. But they want consumer lock in to eventually sell them ads"  
[X Link](https://x.com/ser_kingslayer_/status/2022503632877285729)  2026-02-14T02:50Z [---] followers, [--] engagements


"@TradingThomas3 It's not casual. Stock's been flat for [--] months while CapEx estimates have gone to the moon. Should be at least at ATHs"  
[X Link](https://x.com/ser_kingslayer_/status/2020902870627786850)  2026-02-09T16:49Z [---] followers, [---] engagements


"@Midnight_Captl You got an information sub Are they building mostly on TPUs or TPUs + VR/Feynman"  
[X Link](https://x.com/ser_kingslayer_/status/2020975118965669900)  2026-02-09T21:36Z [---] followers, [---] engagements


"@edge_of_power Yeah. I guess given than NVDA + MSFT are leading the most recent funding round I expect NVDA to make up the bulk of it"  
[X Link](https://x.com/ser_kingslayer_/status/2020984622041936371)  2026-02-09T22:14Z [---] followers, [--] engagements


"@CheddarFlow $NVDA won't move above [---] ever"  
[X Link](https://x.com/ser_kingslayer_/status/2021699324665569412)  2026-02-11T21:34Z [---] followers, [---] engagements


"@sigmazerocap Most the the GPUs demand is for inference now and people see real use cases for their tokens"  
[X Link](https://x.com/ser_kingslayer_/status/2022060637317394868)  2026-02-12T21:29Z [---] followers, [---] engagements


"@DegenLaneCap What do you make of the CEO's fairly unenthusiastic response to the Vera Rubin question at the Needham conference Didn't sound like someone who sees VR as a major revenue driver"  
[X Link](https://x.com/ser_kingslayer_/status/2022114784385413505)  2026-02-13T01:05Z [---] followers, [--] engagements


"@sigmazerocap I have held my NVDA stock through this [--] month flat period because my own token use and that at my workplace is exploding. Absolutely don't see how token use for inference doesn't go up a millionX over the next few years"  
[X Link](https://x.com/ser_kingslayer_/status/2022065255388770658)  2026-02-12T21:48Z [---] followers, [--] engagements


"@TShirtnJeans2 @DratchCap Just the 100B figure we've seen on X. Although at this point I am not even sure if a 100B raise changes sentiment on NVDA in particular given how many compute deals OpenAI has signed"  
[X Link](https://x.com/ser_kingslayer_/status/2022489535654068415)  2026-02-14T01:54Z [---] followers, [--] engagements


"@Dr_Gingerballs Inference margins are positive. For Anthropic it's just a matter of time for them to be profitable as more compute shifts to inference over training"  
[X Link](https://x.com/ser_kingslayer_/status/2022489895898615988)  2026-02-14T01:55Z [---] followers, [---] engagements


"@JadeCole2112 @Dr_Gingerballs If scaling laws break they don't have to increase the compute for training If the world runs out of money for training new models inference is already profitable If scaling laws keep going they achieve AGI I don't get the bear case"  
[X Link](https://x.com/ser_kingslayer_/status/2022496778587713871)  2026-02-14T02:23Z [---] followers, [--] engagements


"@Dr_Gingerballs OpenAI is different because they're trying to sell a lot of inference for free to consumers to eventually sell them ads. I don't know when/if OpenAI is profitable. Anthropic has higher GMs because they're focused on the enterprise. Even I pay a [---] dollars for Claude"  
[X Link](https://x.com/ser_kingslayer_/status/2022499078475805084)  2026-02-14T02:32Z [---] followers, [---] engagements


"@blueskyalpha @DratchCap @TShirtnJeans2 SAAS companies are going to have to give users agents to work with their websites. Their margins will take a hit but stocks will stabilize when they do. Either that or someone creates a Claude CoWork type agent for their SAAS"  
[X Link](https://x.com/ser_kingslayer_/status/2022637878262817120)  2026-02-14T11:43Z [---] followers, [--] engagements


"@UtilityPure @taobanker OpenAI spent 20B on compute last year. NVDA's revenues are gonna be 220B. So OpenAI is not a very large part of the revenues. But OpenAI will raise 100B soon. Should give them the runway they need to keep increasing spend"  
[X Link](https://x.com/ser_kingslayer_/status/2022674221915345300)  2026-02-14T14:08Z [---] followers, [---] engagements


"@UtilityPure @taobanker Sure. My NVDA thesis would greatly benefit from Meta creating a better model than OpenAI. They can buy the NVDA compute. I hope OpenAI isn't the winner. I don't like Sam. What's your point with regards to NVDA here tho"  
[X Link](https://x.com/ser_kingslayer_/status/2022679841276133826)  2026-02-14T14:30Z [---] followers, [---] engagements


"@UtilityPure @taobanker You can't just design your own chips. This isn't x86. NVDA is pulling ahead not falling behind. Inference is an install base problem. Even in a universe where Meta and Goog are the only two remaining companies would will you get TSMC capacity Jensen has already prepaid for it"  
[X Link](https://x.com/ser_kingslayer_/status/2022685167874445361)  2026-02-14T14:51Z [---] followers, [--] engagements


"@UtilityPure @taobanker Jensen spends 30B a year and 40K employees on building out his rackscale systems. A far more likely scenario is Coreweave taking share from AWS than Meta magically coming up with a better chip than NVDA. Even they do- they won't they can't get TSMC capacity"  
[X Link](https://x.com/ser_kingslayer_/status/2022686039308144766)  2026-02-14T14:55Z [---] followers, [---] engagements


"@JadeCole2112 @Dr_Gingerballs It's just that because scaling laws are log linear they're having to dedicate a lot more compute to training because they want the better model. But they'd be profitable eventually in any of the [--] scenarios"  
[X Link](https://x.com/ser_kingslayer_/status/2022496487951696375)  2026-02-14T02:21Z [---] followers, [--] engagements


"@ilikecalamari @Dr_Gingerballs So you expect the average Claude Code user to go back in time and spend 3K on a laptop"  
[X Link](https://x.com/ser_kingslayer_/status/2022514142591033723)  2026-02-14T03:32Z [---] followers, [--] engagements


"@evrgn11112231 @SupBagholder Or search being hit by lack of ad revenues because people search from the chatbox. And has a very very obvious and demonstrable gain from AI and scaling laws applying to the GEM model showing up as 30% revenue growth"  
[X Link](https://x.com/ser_kingslayer_/status/2022478757085483443)  2026-02-14T01:11Z [---] followers, [--] engagements


"@evrgn11112231 @SupBagholder Just explaining how the market is thinking about it short term. Meta is the only definitively positive ROIC on GPU spend large cap but market can't look more than [--] months into the future"  
[X Link](https://x.com/ser_kingslayer_/status/2022479400386842946)  2026-02-14T01:13Z [---] followers, [---] engagements


"@TShirtnJeans2 @DratchCap Having more than 50% of my porfolio tied to NVDA and not worrying about missing out on the most obvious opportunity I have seen in my life yet helps me sleep easier at night than being underallocated to it"  
[X Link](https://x.com/ser_kingslayer_/status/2022481541562015951)  2026-02-14T01:22Z [---] followers, [--] engagements


"@ilikecalamari @Dr_Gingerballs And you expect the average user to be able to do that I use Claude Code and pay [---] dollars for it. The moat is being the best model which the open source models are not"  
[X Link](https://x.com/ser_kingslayer_/status/2022501396218810644)  2026-02-14T02:41Z [---] followers, [--] engagements


"@UtilityPure @taobanker INTC foundry can't build these chips yet. Best case scenario for any external volume is [----] - listen to their latest earnings call. Also guess who owns 5% of INTC Chinese are begging for H200s to run their inference which are 50x to 100x less perfomant than Rubin"  
[X Link](https://x.com/ser_kingslayer_/status/2022694500062417173)  2026-02-14T15:28Z [---] followers, [--] engagements


"@kakashiii111 Your tone tries to negate a clearly positive outcome for sustainable AI demand. NVDA only had to invest a portion because the round was oversubscribed despite increasing the size of the raise"  
[X Link](https://x.com/ser_kingslayer_/status/2022045049199243431)  2026-02-12T20:28Z [---] followers, [--] engagements


"@SupBagholder I mostly agree with the argument. It's just that we won't know how much CapEx is supporting the ads business and how much if for Zuck to light up on Vibes RL Llama [--] or other MSL experiments which might return 0"  
[X Link](https://x.com/ser_kingslayer_/status/2022137366073467142)  2026-02-13T02:34Z [---] followers, [---] engagements


"@DegenLaneCap Oh I understand the whole Context Memory Storage rising context sizes and model params and 16TB of additional memory on the VR now. Technically the bull case makes perfect sense to me. They explain it on their website too I am worried about the vibes https://blog.purestorage.com/purely-technical/cut-llm-inference-costs-with-kv-caching/ https://blog.purestorage.com/purely-technical/cut-llm-inference-costs-with-kv-caching/"  
[X Link](https://x.com/ser_kingslayer_/status/2022256318220808543)  2026-02-13T10:27Z [---] followers, [--] engagements


"@ScroogeCap They have to be talking about a subset of deployments. No way does AMD have 20-25 of the share of all deployments with that anemic guide in Q1 no"  
[X Link](https://x.com/ser_kingslayer_/status/2022259268208996733)  2026-02-13T10:39Z [---] followers, [---] engagements


"@DratchCap @TShirtnJeans2 Yuppp. 25th Feb is gonna an earnings and guide beat that the market is completely unprepared for"  
[X Link](https://x.com/ser_kingslayer_/status/2022473713883468004)  2026-02-14T00:51Z [---] followers, [--] engagements


"@Dr_Gingerballs Anthropic has no advantage of scale. They just give away way fewer free tokens"  
[X Link](https://x.com/ser_kingslayer_/status/2022500621509910971)  2026-02-14T02:38Z [---] followers, [---] engagements


"@JadeCole2112 @Dr_Gingerballs Because there is already way more inference demand than there is compute supply. The demand isn't being met because compute is being used for training. That compute would be diverted towards inference"  
[X Link](https://x.com/ser_kingslayer_/status/2022502561517801731)  2026-02-14T02:46Z [---] followers, [--] engagements


"@Dr_Gingerballs @JadeCole2112 Why would I do that the [---] dollars for the plan more is more than offset by getting way more consulting income for me"  
[X Link](https://x.com/ser_kingslayer_/status/2022505283856306451)  2026-02-14T02:56Z [---] followers, [--] engagements


"@ilikecalamari @Dr_Gingerballs But why do that when I can pay Claude to run it optimize it maintain it update it to the latest model and not kill my battery life. The measly [---] dollars I give them has like a 20x return on investment for me in higher consulting revenues because of the productivity boost"  
[X Link](https://x.com/ser_kingslayer_/status/2022506468155752451)  2026-02-14T03:01Z [---] followers, [--] engagements


"@UtilityPure @taobanker It's gonna reaccelerate growth to 70% this year. TPUs are a bigger threat to AWS and tranium than NVDA. But it doesn't really matter. NVDA's advantage over custom silicon is increasing not decreasing so the clouds end up being wrappers around Rubin and then Feynman"  
[X Link](https://x.com/ser_kingslayer_/status/2022673763985412099)  2026-02-14T14:06Z [---] followers, [--] engagements


"@Dr_Gingerballs @nkozyra You keep straw maning my arguments for Anthropic to OpenAI. Revenue per Watt could be flat because they're giving up too much inference for free or spending too much on training. Idk what the OpenAI path profitablity is. They'll need ads to work I guess"  
[X Link](https://x.com/ser_kingslayer_/status/2022680544492867976)  2026-02-14T14:33Z [---] followers, [--] engagements


"@taobanker @UtilityPure One position. NVDA not just stock though because I don't want to get blown the fuck up if I am wrong. Have an options structure that lets me capture most of the upside with limited downside. Will DM you how I have constructed the play"  
[X Link](https://x.com/ser_kingslayer_/status/2022684326798987582)  2026-02-14T14:48Z [---] followers, [--] engagements


"@ChrisCamillo While I disagree with the $AMZN sell off they don't own nearly enough Anthropic relative to their market cap for this to really move the needle. How much do they own post dilution 15% That's less than 60B or 3% of the market cap"  
[X Link](https://x.com/ser_kingslayer_/status/2022037319600238628)  2026-02-12T19:57Z [---] followers, [----] engagements


"@ChrisCamillo How will NVDA and MSFT investing in Anthropic as a part of the deal lock in tranium which is barely a 10B annual run rate business with Graviton included"  
[X Link](https://x.com/ser_kingslayer_/status/2022049140189147401)  2026-02-12T20:44Z [---] followers, [---] engagements


"@KrisPatel99 How are tokens are being priced too low to be profitable arguments still being made when token generation costs are falling more than 10X a year"  
[X Link](https://x.com/ser_kingslayer_/status/2022438782734352506)  2026-02-13T22:32Z [---] followers, [---] engagements


"@TShirtnJeans2 @DratchCap Well there is the [---] wall that causes technical traders to sell. There is the peak CapEx narrative - seems to be affecting all compute names but remarkably semicap seems immune so that's dumb. Also today was tied to the really dumb interpretation of the ANET call"  
[X Link](https://x.com/ser_kingslayer_/status/2022475371829154119)  2026-02-14T00:57Z [---] followers, [--] engagements


"@evrgn11112231 @SupBagholder Oh don't get me wrong. I am a longterm Meta bull. I don't think there is a single company outside $NVDA that will benefit more from AI than $META. It's the only hyperscalar that doesn't face AI disruption threats - Cloud becoming an undifferentiated commodity"  
[X Link](https://x.com/ser_kingslayer_/status/2022478355941957763)  2026-02-14T01:09Z [---] followers, [--] engagements


"@TShirtnJeans2 @DratchCap I am pretty sure the ANET call had an impact. AMD was trading up for most of the day. I can't point to any actual options chains that explain the [---] sell off but its been clockwork to the point that I was almost tempted to sell on Monday and Tuesday because it's worked so often"  
[X Link](https://x.com/ser_kingslayer_/status/2022479737575346377)  2026-02-14T01:15Z [---] followers, [--] engagements


"@TShirtnJeans2 @DratchCap Yeah but the one time I sell it's gonna rip to [---] and I am gonna have to regret trying to be cute when the market offered me the change to buy the company I am most bullish on and one of its lowest PEs ever while growth is accelerating"  
[X Link](https://x.com/ser_kingslayer_/status/2022481217057361946)  2026-02-14T01:21Z [---] followers, [--] engagements


"@Dr_Gingerballs No they're not. OpenAI is a consumer first company that wants as many users as possible and have to serve inference for free. Anthropic is enterprise first and barely let you have any messages"  
[X Link](https://x.com/ser_kingslayer_/status/2022500225860935980)  2026-02-14T02:36Z [---] followers, [--] engagements


"@mechtech256 @taobanker AWS has a ton of software services that differentiated AWS and added value and why you used that over a $DCON cloud or something. With AI loads it doesn't matter. Hence 30% margins vs 70% on traditional loads"  
[X Link](https://x.com/ser_kingslayer_/status/2022524579441447097)  2026-02-14T04:13Z [---] followers, [---] engagements


"@NicholasDClay @Dr_Gingerballs We'll have to wait and see how ads in llms work in general. I for one am astounded that Search ad revenue is going up. I haven't done a search in so long now"  
[X Link](https://x.com/ser_kingslayer_/status/2022643643685712227)  2026-02-14T12:06Z [---] followers, [--] engagements


"@highyield6 They will reduce headcount anyway because 90% of the software engineers can be let go now without an impact to the company"  
[X Link](https://x.com/ser_kingslayer_/status/2022644814853083499)  2026-02-14T12:11Z [---] followers, [---] engagements


"@qthomp NVDA's revenue growth will accelerate in [----] to 65-70% at a [--] forward PE"  
[X Link](https://x.com/ser_kingslayer_/status/2022645981192282174)  2026-02-14T12:15Z [---] followers, [--] engagements


"@BenBajarin There is a later QnA where they specify they only mean ANET deployments"  
[X Link](https://x.com/ser_kingslayer_/status/2022352817877315961)  2026-02-13T16:50Z [---] followers, [---] engagements


"@b_cap21 CUDA moat was important back in [----] training era. The real moat for agentic inference is tokens/watt and that moat is increasing with Rubin. Also where is the inconsistency NVDA has been sold off to near liberation day lows forward PE while it's growing 55-70%"  
[X Link](https://x.com/ser_kingslayer_/status/2022439629048148065)  2026-02-13T22:35Z [---] followers, [--] engagements


"@JadeCole2112 @Dr_Gingerballs I didn't say you don't train new models ever. Daario said on Dwarkesh that inference has 50% GMs right now. If they can spend 50% compute on inference and 50% on training they'd be profitable today"  
[X Link](https://x.com/ser_kingslayer_/status/2022496178231808341)  2026-02-14T02:20Z [---] followers, [--] engagements


"@ilikecalamari @Dr_Gingerballs Their GMs are increasing. They were 30ish last year and [--] according to Daario today. Why would they break Who would use the Chinese models Where would they be hosted How will they be distributed to customers"  
[X Link](https://x.com/ser_kingslayer_/status/2022497574054432820)  2026-02-14T02:26Z [---] followers, [--] engagements


"@Dr_Gingerballs Even the [--] dollar Claude plan runs out of tokens in a couple of hours hence I moved to the [---] dollar plan for my own coding. OpenAI was giving away Codex for free last week"  
[X Link](https://x.com/ser_kingslayer_/status/2022500391783665920)  2026-02-14T02:37Z [---] followers, [--] engagements


"@ilikecalamari @Dr_Gingerballs You're not a below average user if you have a local LLM running. Most people - including me - don't even have the hardware to run the models locally even if they knew how to"  
[X Link](https://x.com/ser_kingslayer_/status/2022503104441446410)  2026-02-14T02:48Z [---] followers, [--] engagements


"@JadeCole2112 @Dr_Gingerballs Like I said earlier Anthropic has 50% gross margins on inference"  
[X Link](https://x.com/ser_kingslayer_/status/2022504968423412189)  2026-02-14T02:55Z [---] followers, [--] engagements


"@CousinGraig @StocksnWeights Because Jensen will keep allocating to Coreweave in particular and Nebius to a lesser extent to keep his his foot on their throat"  
[X Link](https://x.com/ser_kingslayer_/status/2022741870330134841)  2026-02-14T18:36Z [---] followers, [--] engagements

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