[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.] [$225bn](/topic/$225bn) ### Top Social Posts *Showing only X posts for non-authenticated requests. Use your API key in requests for full results.* "A $225bn Question for NVIDIA Bulls and Bears TSMC CEO C.C. Weis response during Q&A on the 2Q25 earnings call implies a 45%+ CAGR for TSMC AI GPU production capacity through 2029 (1.454.25 = 4.9x current run rate). If we flow this through to NVIDIA: Current LTM revenue: $165bn Implied 2028 revenue: $550bn FactSet consensus for 2028 sits at $325bn. In a supply-constrained market TSMCs capacity roadmap is essentially NVIDIAs production ceiling. If TSMC builds it NVIDIA ships it. This is a supply-chain signal not an explicit forecast. But a $225bn gap between what TSMC is building toward and" [X Link](https://x.com/superhoogie/status/1979253254857900282) [@superhoogie](/creator/x/superhoogie) 2025-10-17T18:28Z XXX followers, XX engagements "HistoSonics raises $250m to support commercial expansion The funding tranche follows HistoSonics $2.25bn acquisition by an investor consortium in August" [X Link](https://x.com/MedicalTechMag/status/1979134069561602219) [@MedicalTechMag](/creator/x/MedicalTechMag) 2025-10-17T10:35Z XXX followers, XX engagements "@BasedMikeLee Apparently United Health Care. Their profits went from $5bn a year in 2010 (year Obamacare began) to $22.5bn a year in 2022" [X Link](https://x.com/Laura_Rose9/status/1977800508804059242) [@Laura_Rose9](/creator/x/Laura_Rose9) 2025-10-13T18:16Z XXX followers, 1087 engagements "$CMCSA Versant spin docs filed (timing is yearend 2025). It will almost certainly get a "melting ice cube" multiple. 1) Revenue declining at X% 2) EBITDA declining X% 3) Subs declining X% 4) $2.25bn net debt EBITDA was $4.4bn in 2019 and now $2.7bn. At 5x = $13.5bn EV less $2.25bn = $11.3bn equity value. On 3.7bn CMCSA shares out = $3/share so maybe XX% of current CMCSA share price. Maybe a good chance this gets puked into the spin. Looks like all capital allocation options will be on the table wonder where they'll take this thing over the next 3-5 years. Hmm" [X Link](https://x.com/valuedontlie/status/1976636970731241876) [@valuedontlie](/creator/x/valuedontlie) 2025-10-10T13:12Z 11.7K followers, 3275 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.]
Showing only X posts for non-authenticated requests. Use your API key in requests for full results.
"A $225bn Question for NVIDIA Bulls and Bears TSMC CEO C.C. Weis response during Q&A on the 2Q25 earnings call implies a 45%+ CAGR for TSMC AI GPU production capacity through 2029 (1.454.25 = 4.9x current run rate). If we flow this through to NVIDIA: Current LTM revenue: $165bn Implied 2028 revenue: $550bn FactSet consensus for 2028 sits at $325bn. In a supply-constrained market TSMCs capacity roadmap is essentially NVIDIAs production ceiling. If TSMC builds it NVIDIA ships it. This is a supply-chain signal not an explicit forecast. But a $225bn gap between what TSMC is building toward and"
X Link @superhoogie 2025-10-17T18:28Z XXX followers, XX engagements
"HistoSonics raises $250m to support commercial expansion The funding tranche follows HistoSonics $2.25bn acquisition by an investor consortium in August"
X Link @MedicalTechMag 2025-10-17T10:35Z XXX followers, XX engagements
"@BasedMikeLee Apparently United Health Care. Their profits went from $5bn a year in 2010 (year Obamacare began) to $22.5bn a year in 2022"
X Link @Laura_Rose9 2025-10-13T18:16Z XXX followers, 1087 engagements
"$CMCSA Versant spin docs filed (timing is yearend 2025). It will almost certainly get a "melting ice cube" multiple. 1) Revenue declining at X% 2) EBITDA declining X% 3) Subs declining X% 4) $2.25bn net debt EBITDA was $4.4bn in 2019 and now $2.7bn. At 5x = $13.5bn EV less $2.25bn = $11.3bn equity value. On 3.7bn CMCSA shares out = $3/share so maybe XX% of current CMCSA share price. Maybe a good chance this gets puked into the spin. Looks like all capital allocation options will be on the table wonder where they'll take this thing over the next 3-5 years. Hmm"
X Link @valuedontlie 2025-10-10T13:12Z 11.7K followers, 3275 engagements
/topic/$225bn/posts