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![kautiousCo Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1549498377213054976.png) kautious [@kautiousCo](/creator/twitter/kautiousCo) on x 1078 followers
Created: 2025-07-15 12:58:28 UTC

AI’s latest plot twist: CoreWeave $CRWV drops a $X B, XXX MW data-center bomb on Pennsylvania, ignites a XX% pre-mkt melt-up and monster option flow while shorts gulp lattes. Nvidia $NVDA gets the green light to sell GPUs in China, turbo-charges the chip parade ($AMD $AVGO $SMCI). Add $TTD’s S&P XXX invite (+14%) and you’ve got an AI-infra bonfire into CPI day. Power, silicon and pipes are the new barrels of oil—allocate, hedge, but don’t miss the flow.


XX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1945105685378748838/c:line.svg)

**Related Topics**
[smci](/topic/smci)
[nvda](/topic/nvda)
[inflation](/topic/inflation)
[rating agency](/topic/rating-agency)
[$ttds](/topic/$ttds)
[$amd](/topic/$amd)
[china](/topic/china)
[drops](/topic/drops)

[Post Link](https://x.com/kautiousCo/status/1945105685378748838)