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1.5M views
An interesting comment from a Former $META employee. ENERGY is the biggest bottleneck right now.
Even if $META wants to spend $100-$150B on CapEx for AI infrastructure, they can't. It is not just $NVDA.
Transformers, power equipment, cooling equipment, and the availability of
1M views
This is crazy. $INTC is so hated by the market right now that it is now trading at Tangible Book Value!
Tangible Book Value is normally what shareholders get if a company goes bankrupt.
📊 Post performance
🔥 Top post: $META's iPhone moment · 4M views
📊 Activity & format
Recent posts
View on X ↗
It's not about GPUs anymore; it's all about POWER.
A comment from a $GOOGL employee working on datacenters:
Getting GPUs and TPUs is not a bottleneck.
"Power, lack of available power, reliable power has become the biggest bottleneck fo…
A Former $MSFT employee who worked with OpenAI on the $MSFT side shares some really interesting views on the relationship between OAI and $MSFT and why he thinks $GOOGL Cloud is the next wave:
1. In his view, there is a plateau as of GPT …
Wow, $GOOGL Gemini has overtaken ChatGPT in top downloads in the US on iOS.
Something to keep an eye on as ChatGPT has dominated the standings for months now.
$GOOGL execution and product shipment showing results…
I fully sold my $ORCL position now.
While the backlog and projections of $ORCL look out of this world, the fact is that most of the demand comes from 5 companies: OAI, xAI, $META, and $NVDA & $AMD doing sale and lease deals. This, fo…
$GOOGL has now made 10x the return in their Anthropic investment in 2 years. The stake is now worth 1% of $GOOGL ‘s market cap or north of $25B.
An interesting comment from a Former $META employee. ENERGY is the biggest bottleneck right now.
Even if $META wants to spend $100-$150B on CapEx for AI infrastructure, they can't. It is not just $NVDA.
Transformers, power equipment, coo…
💡 Facts
🕵️ Fake follower check
Estimated- Est. 97% real, active audience · Low fake-follower risk.
- Engagement (~6.4× of followers engage each post) is around typical for X.
- Organic base — far more followers than accounts it follows.
- Verified account.
- Established account (10+ years old).
- 4.75% engagement — around average for this size on X.
Heuristic estimate from engagement, follower ratios, account age & growth — a screening signal, not a guarantee.
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🔀 Audience overlap
EstimatedEstimated shared audience with similar creators — useful for avoiding overlap (or doubling down) when planning a campaign.
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18%
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18%
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15%
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14%
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