[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.] #  @turnandburn07 yass_kapital yass_kapital posts on X about $anet, $nvda, $anets, $nvdas the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::1761132801124954112/interactions)  - X Week XXXXXX +71% - X Month XXXXXX +610% - X Year XXXXXX +8,224% ### Mentions: XX [#](/creator/twitter::1761132801124954112/posts_active)  - X Week XX +45% - X Month XXX +600% - X Year XXX +4,033% ### Followers: XXX [#](/creator/twitter::1761132801124954112/followers)  - X Week XXX +31% - X Month XXX +315% - X Year XXX +101% ### CreatorRank: undefined [#](/creator/twitter::1761132801124954112/influencer_rank)  ### Social Influence [#](/creator/twitter::1761132801124954112/influence) --- **Social category influence** [stocks](/list/stocks) XXXXX% [technology brands](/list/technology-brands) XXXXX% [finance](/list/finance) XXXX% [social networks](/list/social-networks) XXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [countries](/list/countries) XXXX% **Social topic influence** [$anet](/topic/$anet) #40, [$nvda](/topic/$nvda) 11.32%, [$anets](/topic/$anets) #1, [$nvdas](/topic/$nvdas) #8, [networks](/topic/networks) #285, [nvda](/topic/nvda) 5.66%, [$vrt](/topic/$vrt) 5.66%, [meta](/topic/meta) 5.66%, [gpu](/topic/gpu) #1574, [signals](/topic/signals) #2335 **Top accounts mentioned or mentioned by** [@cerotorre](/creator/undefined) [@notesonthenoise](/creator/undefined) [@buccocapital](/creator/undefined) [@joecarlsonshow](/creator/undefined) [@tacticzh](/creator/undefined) [@pepemoonboy](/creator/undefined) **Top assets mentioned** [Arista Networks Inc (ANET)](/topic/$anet) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Vertiv Holdings Co (VRT)](/topic/$vrt) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Metadium (META)](/topic/$meta) [Astera Labs, Inc. Common Stock (ALAB)](/topic/$alab) [Microsoft Corp. (MSFT)](/topic/$msft) [Novo-Nordisk (NVO)](/topic/$nvo) [Eli Lilly and Company (LLY)](/topic/$lly) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Micron Technology, Inc. (MU)](/topic/$mu) [Oracle Corporation (ORCL)](/topic/$orcl) [Advanced Micro Devices (AMD)](/topic/$amd) [Intel Corporation (INTC)](/topic/$intc) [Brookfield Corporation (BN)](/topic/$bn) [Electroneum (ETN)](/topic/$etn) ### Top Social Posts [#](/creator/twitter::1761132801124954112/posts) --- Top posts by engagements in the last XX hours "@NotesontheNoise $ANET didn't lose a customer" [X Link](https://x.com/turnandburn07/status/1977852524888461816) [@turnandburn07](/creator/x/turnandburn07) 2025-10-13T21:42Z XXX followers, XXX engagements "@NotesontheNoise My guess would be it signals $NVDA's willingness to continue vertically integrating -- which could spell trouble for $ALAB in a more existential sense than w/ $ANET but I think both moves are overreactions" [X Link](https://x.com/turnandburn07/status/1977855284220469263) [@turnandburn07](/creator/x/turnandburn07) 2025-10-13T21:53Z XXX followers, XXX engagements "Well I've successfully redirected the autistic focus I once pointed at fantasy sports to the stock market. Much healthier" [X Link](https://x.com/turnandburn07/status/1978951842886307912) [@turnandburn07](/creator/x/turnandburn07) 2025-10-16T22:31Z XXX followers, XX engagements "$NVDA is still relatively new to this level of complex network software development. Networking hardware is only as good as the software that runs it and $ANET has a significant lead here" [X Link](https://x.com/turnandburn07/status/1977814672075333642) [@turnandburn07](/creator/x/turnandburn07) 2025-10-13T19:12Z XXX followers, XXX engagements "@cerotorre Some valid points here but I hedge toward $ANET's leadership and balance sheet and I just don't know how much it makes sense for $MSFT $NVDA et al to vertically integrate all the way into complex engineering like liquid cooling and thermal management" [X Link](https://x.com/turnandburn07/status/1978107109762809914) [@turnandburn07](/creator/x/turnandburn07) 2025-10-14T14:34Z XXX followers, XXX engagements "@cerotorre For example $VRT already partnering with $NVDA" [X Link](https://x.com/turnandburn07/status/1978107596818051493) [@turnandburn07](/creator/x/turnandburn07) 2025-10-14T14:36Z XXX followers, XXX engagements "bullish $LLY $NVO" [X Link](https://x.com/turnandburn07/status/1978491024650428700) [@turnandburn07](/creator/x/turnandburn07) 2025-10-15T15:59Z XXX followers, XXX engagements "1. 2006: Twitter launched X. 2013: Robinhood launched X. 2020: m2 +$4 trillion" [X Link](https://x.com/turnandburn07/status/1978233402789712227) [@turnandburn07](/creator/x/turnandburn07) 2025-10-14T22:56Z XXX followers, XX engagements "If you want some blue-chip AI "picks and shovels" plays with some diversification across the stack might I suggest: $GOOG (TPUs) $NVDA (GPUs) $AVGO (XPUs) $ASML (Lithography) $ANET (Networking) $MU (Memory) $VRT (Power and cooling) All profitable executing well with clear runways for growth over the next 3-5 years" [X Link](https://x.com/turnandburn07/status/1978098230933008756) [@turnandburn07](/creator/x/turnandburn07) 2025-10-14T13:59Z XXX followers, XXX engagements "$META has historically been one of $ANET's largest customers accounting for a substantial portion of its revenue. Any loss of "share of wallet" at such a key account is a material threat. The announcement signals that $ANET no longer has an undisputed claim on $META's AI networking budget" [X Link](https://x.com/turnandburn07/status/1977814036633853961) [@turnandburn07](/creator/x/turnandburn07) 2025-10-13T19:09Z XXX followers, XXX engagements "Networking is the next logical frontier for $NVDA to conquer. Having captured the AI processing market controlling the interconnects is key to maximizing performance and capturing more of the data center budget" [X Link](https://x.com/turnandburn07/status/1977815191992865189) [@turnandburn07](/creator/x/turnandburn07) 2025-10-13T19:14Z XXX followers, XXX engagements "Data centers have multiple networks. This announcement primarily concerns the "back-end" AI fabric that interconnects GPU clusters. $ANET remains a dominant player in the "front-end" networks that connect the data center to the rest of the world and manage general-purpose compute. $ANET also has a growing presence in campus and enterprise networking" [X Link](https://x.com/turnandburn07/status/1977814740811608383) [@turnandburn07](/creator/x/turnandburn07) 2025-10-13T19:12Z XXX followers, 2270 engagements "Here's why the $ANET sell-off doesn't make sense" [X Link](https://x.com/turnandburn07/status/1977813815183180201) [@turnandburn07](/creator/x/turnandburn07) 2025-10-13T19:08Z XXX followers, 1229 engagements "My favorite new trend is 'scandals' that make Democrats look cooler (JB Pritzker winning $X million gambling Mikie Sherrill refusing to snitch Graham Platner hating cops)" [X Link](https://x.com/turnandburn07/status/1978952639845900698) [@turnandburn07](/creator/x/turnandburn07) 2025-10-16T22:34Z XXX followers, XX engagements "This forces $NVDA to play within $META's open ecosystem competing on the merits of its hardware rather than locking $META into a proprietary software stack. This commitment to openness is fundamentally aligned with $ANET's own philosophy and ensures a more level playing field" [X Link](https://x.com/turnandburn07/status/1977814558048997428) [@turnandburn07](/creator/x/turnandburn07) 2025-10-13T19:11Z XXX followers, XXX engagements "$NVDA's primary advantage is its ability to offer a tightly integrated full-stack solution: GPUs networking interface cards (NICs) and now switches all optimized to work together. For customers like $ORCL who are racing to build massive AI infrastructure this "one-stop-shop" approach can simplify procurement and accelerate deployment" [X Link](https://x.com/turnandburn07/status/1977814150387790328) [@turnandburn07](/creator/x/turnandburn07) 2025-10-13T19:10Z XXX followers, XXX engagements "Might as well buy some $VRT" [X Link](https://x.com/turnandburn07/status/1978096995102319077) [@turnandburn07](/creator/x/turnandburn07) 2025-10-14T13:54Z XXX followers, XXX engagements "You could definitely add $AMD to this list and I'd listen to a case for $INTC $TSMC and others like $ETN and $BN" [X Link](https://x.com/turnandburn07/status/1978108262386917634) [@turnandburn07](/creator/x/turnandburn07) 2025-10-14T14:38Z XXX followers, XXX engagements "$ANET's key differentiator has always been its Extensible Operating System (EOS) and CloudVision software. EOS is renowned for its reliability stability and programmability at massive scale honed over more than a decade of deployments in the world's largest data centers" [X Link](https://x.com/turnandburn07/status/1977814623706624336) [@turnandburn07](/creator/x/turnandburn07) 2025-10-13T19:12Z XXX followers, XXX engagements "Its pretty clearly $GOOG vs OpenAI" [X Link](https://x.com/turnandburn07/status/1978218193756754081) [@turnandburn07](/creator/x/turnandburn07) 2025-10-14T21:55Z XXX followers, XX engagements "NVIDIA the dominant force in AI computing is aggressively moving into Arista's core market: high-speed data center networking. Spectrum-X is not a peripheral product; it's a direct competitor for building the fabric of AI factories" [X Link](https://x.com/turnandburn07/status/1977813905884979211) [@turnandburn07](/creator/x/turnandburn07) 2025-10-13T19:09Z XXX followers, XXX engagements "$NVDA's aggressive push into Ethernet for AI validates the market itself. For years $NVDA's proprietary InfiniBand was seen as the only solution for high-performance AI. Their embrace of Ethernet massively expands the total addressable market for $ANET's core technology. A larger pie can support multiple winners" [X Link](https://x.com/turnandburn07/status/1977814843974664552) [@turnandburn07](/creator/x/turnandburn07) 2025-10-13T19:12Z XXX 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.]
yass_kapital posts on X about $anet, $nvda, $anets, $nvdas the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.
Social category influence stocks XXXXX% technology brands XXXXX% finance XXXX% social networks XXXX% cryptocurrencies XXXX% countries XXXX%
Social topic influence $anet #40, $nvda 11.32%, $anets #1, $nvdas #8, networks #285, nvda 5.66%, $vrt 5.66%, meta 5.66%, gpu #1574, signals #2335
Top accounts mentioned or mentioned by @cerotorre @notesonthenoise @buccocapital @joecarlsonshow @tacticzh @pepemoonboy
Top assets mentioned Arista Networks Inc (ANET) NVIDIA Corp. (NVDA) Vertiv Holdings Co (VRT) Alphabet Inc Class A (GOOGL) Metadium (META) Astera Labs, Inc. Common Stock (ALAB) Microsoft Corp. (MSFT) Novo-Nordisk (NVO) Eli Lilly and Company (LLY) Robinhood Markets, Inc. (HOOD) Broadcom, Inc. (AVGO) Micron Technology, Inc. (MU) Oracle Corporation (ORCL) Advanced Micro Devices (AMD) Intel Corporation (INTC) Brookfield Corporation (BN) Electroneum (ETN)
Top posts by engagements in the last XX hours
"@NotesontheNoise $ANET didn't lose a customer"
X Link @turnandburn07 2025-10-13T21:42Z XXX followers, XXX engagements
"@NotesontheNoise My guess would be it signals $NVDA's willingness to continue vertically integrating -- which could spell trouble for $ALAB in a more existential sense than w/ $ANET but I think both moves are overreactions"
X Link @turnandburn07 2025-10-13T21:53Z XXX followers, XXX engagements
"Well I've successfully redirected the autistic focus I once pointed at fantasy sports to the stock market. Much healthier"
X Link @turnandburn07 2025-10-16T22:31Z XXX followers, XX engagements
"$NVDA is still relatively new to this level of complex network software development. Networking hardware is only as good as the software that runs it and $ANET has a significant lead here"
X Link @turnandburn07 2025-10-13T19:12Z XXX followers, XXX engagements
"@cerotorre Some valid points here but I hedge toward $ANET's leadership and balance sheet and I just don't know how much it makes sense for $MSFT $NVDA et al to vertically integrate all the way into complex engineering like liquid cooling and thermal management"
X Link @turnandburn07 2025-10-14T14:34Z XXX followers, XXX engagements
"@cerotorre For example $VRT already partnering with $NVDA"
X Link @turnandburn07 2025-10-14T14:36Z XXX followers, XXX engagements
"bullish $LLY $NVO"
X Link @turnandburn07 2025-10-15T15:59Z XXX followers, XXX engagements
"1. 2006: Twitter launched X. 2013: Robinhood launched X. 2020: m2 +$4 trillion"
X Link @turnandburn07 2025-10-14T22:56Z XXX followers, XX engagements
"If you want some blue-chip AI "picks and shovels" plays with some diversification across the stack might I suggest: $GOOG (TPUs) $NVDA (GPUs) $AVGO (XPUs) $ASML (Lithography) $ANET (Networking) $MU (Memory) $VRT (Power and cooling) All profitable executing well with clear runways for growth over the next 3-5 years"
X Link @turnandburn07 2025-10-14T13:59Z XXX followers, XXX engagements
"$META has historically been one of $ANET's largest customers accounting for a substantial portion of its revenue. Any loss of "share of wallet" at such a key account is a material threat. The announcement signals that $ANET no longer has an undisputed claim on $META's AI networking budget"
X Link @turnandburn07 2025-10-13T19:09Z XXX followers, XXX engagements
"Networking is the next logical frontier for $NVDA to conquer. Having captured the AI processing market controlling the interconnects is key to maximizing performance and capturing more of the data center budget"
X Link @turnandburn07 2025-10-13T19:14Z XXX followers, XXX engagements
"Data centers have multiple networks. This announcement primarily concerns the "back-end" AI fabric that interconnects GPU clusters. $ANET remains a dominant player in the "front-end" networks that connect the data center to the rest of the world and manage general-purpose compute. $ANET also has a growing presence in campus and enterprise networking"
X Link @turnandburn07 2025-10-13T19:12Z XXX followers, 2270 engagements
"Here's why the $ANET sell-off doesn't make sense"
X Link @turnandburn07 2025-10-13T19:08Z XXX followers, 1229 engagements
"My favorite new trend is 'scandals' that make Democrats look cooler (JB Pritzker winning $X million gambling Mikie Sherrill refusing to snitch Graham Platner hating cops)"
X Link @turnandburn07 2025-10-16T22:34Z XXX followers, XX engagements
"This forces $NVDA to play within $META's open ecosystem competing on the merits of its hardware rather than locking $META into a proprietary software stack. This commitment to openness is fundamentally aligned with $ANET's own philosophy and ensures a more level playing field"
X Link @turnandburn07 2025-10-13T19:11Z XXX followers, XXX engagements
"$NVDA's primary advantage is its ability to offer a tightly integrated full-stack solution: GPUs networking interface cards (NICs) and now switches all optimized to work together. For customers like $ORCL who are racing to build massive AI infrastructure this "one-stop-shop" approach can simplify procurement and accelerate deployment"
X Link @turnandburn07 2025-10-13T19:10Z XXX followers, XXX engagements
"Might as well buy some $VRT"
X Link @turnandburn07 2025-10-14T13:54Z XXX followers, XXX engagements
"You could definitely add $AMD to this list and I'd listen to a case for $INTC $TSMC and others like $ETN and $BN"
X Link @turnandburn07 2025-10-14T14:38Z XXX followers, XXX engagements
"$ANET's key differentiator has always been its Extensible Operating System (EOS) and CloudVision software. EOS is renowned for its reliability stability and programmability at massive scale honed over more than a decade of deployments in the world's largest data centers"
X Link @turnandburn07 2025-10-13T19:12Z XXX followers, XXX engagements
"Its pretty clearly $GOOG vs OpenAI"
X Link @turnandburn07 2025-10-14T21:55Z XXX followers, XX engagements
"NVIDIA the dominant force in AI computing is aggressively moving into Arista's core market: high-speed data center networking. Spectrum-X is not a peripheral product; it's a direct competitor for building the fabric of AI factories"
X Link @turnandburn07 2025-10-13T19:09Z XXX followers, XXX engagements
"$NVDA's aggressive push into Ethernet for AI validates the market itself. For years $NVDA's proprietary InfiniBand was seen as the only solution for high-performance AI. Their embrace of Ethernet massively expands the total addressable market for $ANET's core technology. A larger pie can support multiple winners"
X Link @turnandburn07 2025-10-13T19:12Z XXX followers, XXX engagements
/creator/x::turnandburn07