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![NotesontheNoise Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::988908079780524035.png) Notes on the Noise [@NotesontheNoise](/creator/twitter/NotesontheNoise) on x XXX followers
Created: 2025-07-22 23:59:06 UTC

@The_AI_Investor The compute announcements are insanely bullish.

About $XXX billion worth of chips for $NVDA

Who is the lesser known supplier than will benefit from every rack sold?

Follow for the reveal…


XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1947808655770063344/c:line.svg)

**Related Topics**
[nvda](/topic/nvda)
[chips](/topic/chips)
[$nvda](/topic/$nvda)
[stocks technology](/topic/stocks-technology)

[Post Link](https://x.com/NotesontheNoise/status/1947808655770063344)