The Crowd Tape
What the street is doing, not what I think
What top X accounts are doing, not what I think
| Accounts | Bull | Neu | Bear | None |
|---|---|---|---|---|
 @michaelsikandViews › | 1 | 1 | 0 | 0 |
 @KobeissiLetterViews › | 0 | 2 | 0 | 0 |
 @ChrisCamilloViews › | 1 | 0 | 0 | 0 |
 @amitisinvestingViews › | 0 | 2 | 0 | 1 |
 @ripster47Views › | 0 | 0 | 0 | 2 |
 @RedDogT3Views › | 1 | 1 | 0 | 0 |
 @jasonfurmanViews › | 0 | 0 | 0 | 1 |
 @StockSavvyShayViews › | 7 | 4 | 0 | 2 |
 @firstadopterViews › | 0 | 0 | 0 | 2 |
 @carlquintanillaViews › | 0 | 1 | 0 | 0 |
 @SawyerMerrittViews › | 0 | 0 | 0 | 1 |
 @steve_hankeViews › | 0 | 0 | 0 | 1 |
 @charliebilelloViews › | 0 | 1 | 0 | 0 |
 @Beth_KindigViews › | 0 | 2 | 0 | 0 |
 @MrZackMorrisViews › | 0 | 1 | 0 | 1 |
 @aleabitoredditViews › | 0 | 2 | 0 | 0 |
 @Mr_DerivativesViews › | 0 | 1 | 0 | 0 |
 @elonmuskViews › | 0 | 1 | 1 | 0 |
@StockSavvyShay: @StockSavvyShay: $AMZN is reportedly blocking Grok bots from ordering, prompting $SPCX CEO Elon Musk to say "maybe we should start a competitor to Amazon." AI agents can bypass Amazon's ads, but its warehouses and delivery network are hard to replicate, giving Amazon leverage.@StockSavvyShay: Anthropic reportedly grew Q3 revenue 46% to $16.8B while telling investors it was cash flow positive for the quarter. This gives Anthropic a stronger foundation to support its ~$518B in long term compute commitments while improving demand visibility for $AVGO, $GOOGL and $AMZN.@StockSavvyShay: BofA sees global AI data center capacity growing ~5x to 219 GW by 2030: $AMZN +42 GW, $GOOGL +27 GW, $MSFT +24 GW, $SPCX +24 GW, $META +18 GW, $ORCL +12 GW, $CRWV +7 GW, $NBIS +5 GW, $IREN +3 GW. Neoclouds ~40% of new capacity in 2030.Partly aligned. No clearly opposing views so far.
@KobeissiLetterViews ›@KobeissiLetter: Elon Musk considers starting a competitor to $AMZN after users reported Amazon blocked Grok bots from ordering on its website.@StockSavvyShayViews ›@StockSavvyShay: $AMZN is reportedly blocking Grok bots from ordering, prompting $SPCX CEO Elon Musk to say "maybe we should start a competitor to Amazon." AI agents can bypass Amazon's ads, but its warehouses and delivery network are hard to replicate, giving Amazon leverage.@elonmusk: "Maybe we should start a competitor to Amazon," after reports Amazon is blocking Grok bots from ordering.@aleabitoredditViews ›@Mr_DerivativesViews ›@Mr_Derivatives: AAPL, MSFT and META are near all time highs and NVDA, AMZN, GOOGL and TSLA are holding up, about 40% of the S&P 500 weight, so the other ~493 stocks matter less.@MrZackMorrisViews ›@Beth_KindigViews ›@Beth_Kindig reports that in a full 96-accelerator rack system, the Maia 300 will deliver up to 7X the throughput of the Maia 200 while consuming about 167kW of power. Mentions $MSFT $AMZN $GOOG $NVDA. Quoted earlier post on Maia 300 scaling to multi-gigawatt in 2027 with 40% more tokens per megawatt.@michaelsikandViews ›@michaelsikand highlights futuristic tailwinds for $QCOM including on-device 100B parameter models, wearables, robotics and data center that the market is not pricing in. $AMZN in at $160 creates a defensible floor. Calls it an asymmetrical bet.@charliebilelloViews ›@steve_hankeViews ›@SawyerMerrittViews ›@ripster47Views ›@ripster47 轉發）Tenet 10 月 9 日早盤摘要，列出 $SPX $AAPL $NVDA $META $DAL 等一大堆代號與比特幣。@carlquintanillaViews ›@carlquintanilla 轉發）標普五大股 $NVDA $AAPL $GOOGL $MSFT $AMZN 市值等於最小 434 檔股票的總和，集中度史上最高。@firstadopterViews ›@jasonfurmanViews ›@ChrisCamilloViews ›@RedDogT3: This time was a bit different $amzn (Neutral)@KobeissiLetter: Elon Musk considers starting a competitor to $AMZN after users reported Amazon blocked Grok bots from ordering on its website.
BREAKING: Elon Musk considers starting a competitor to Amazon, $AMZN, after users report that the company blocked Grok bots from ordering on its website.
Reasoning: Catalyst
@StockSavvyShay: $AMZN is reportedly blocking Grok bots from ordering, prompting $SPCX CEO Elon Musk to say "maybe we should start a competitor to Amazon." AI agents can bypass Amazon's ads, but its warehouses and delivery network are hard to replicate, giving Amazon leverage.
$AMZN is reportedly blocking Grok bots from placing orders prompting $SPCX CEO Elon Musk to say “maybe we should start a competitor to Amazon.” The interesting part is AI agents can bypass Amazon’s advertising but replicating its warehouses and delivery network is much harder giving Amazon a ton of leverage even if agents become the new way people shop.
Reasoning: Fundamentals · Long term
@elonmusk: "Maybe we should start a competitor to Amazon," after reports Amazon is blocking Grok bots from ordering.
Maybe we should start a competitor to Amazon 🤔
Reasoning: Catalyst
Clearly a macro related drop after CPI numbers came out today and further US rate hike anticipation. Since $KOSPI, $SPY, and Nikkei ended up plummeting. Too many potential second/third order effects if $CRWV goes down or frontier labs struggle. Rate hikes amplify fears but sold-off presents opportunities. $LITE has take/pay contracts + sold out until 2029 for lasers, financed by hyperscalers for 2031 demand. Demand visibility + financing (counterparties like $MSFT or $AMZN) too solid to bunch with others in optical sector that have cash. Neocloud requires billions in future toxic financing in high rate environments. Markets will eventually distinguish nuances from actual profitability, financing, and long term demand sustainability rather than treating everything as one bubble.
Clearly a macro related drop after CPI numbers came out today and further US rate hike anticipation. Since $KOSPI, $SPY, and Nikkei ended up plummeting. There's too many potential second/third order effects that's hard to map due if $CRWV goes down or frontier labs struggle (given contractual obligations). Rate hikes understandably amplifies a lot of those fears. But I do think everything getting sold off together presents opportunities. If $LITE has take/pay contracts + sold out until 2029 for lasers and is being financed by hyperscalers for 2031 demand. The demand visibility + financing (with counterparties like $MSFT or $AMZN) are too solid that I wouldn't bunch companies in the optical sector together (that already have cash on hand via ATMs or private placement). With a neocloud that requires billions in future toxic financing in high rate environments. I think markets will eventually distinguish nuances from actual profitability, financing, and long term demand sustainability rather than just treating everything as one "bubble".
Reasoning: Macro
@elonmusk: after Amazon blocked Grok Bot as an unauthorized agent, he says just ask it to buy elsewhere for a better deal; there are far more sites than Amazon.
Just ask Grok 
@Bot to buy what you want someplace else and get a better deal.
There are far more purchasing websites than just Amazon!
Reasoning: Catalyst · Medium term
Anthropic reportedly grew Q3 revenue 46% to $16.8B while telling investors it was cash flow positive for the quarter. This gives Anthropic a stronger foundation to support its ~$518B in long term compute commitments while improving demand visibility for $AVGO, $GOOGL and $AMZN.
Anthropic reportedly grew Q3 revenue 46% to $16.8B while telling investors it was cash flow positive for the quarter. That gives Anthropic a stronger foundation to support its ~$518B in long term compute commitments while improving demand visibility for $AVGO, $GOOGL and $AMZN.
Reasoning: Fundamentals · Medium term
Single-stock flow: $MU 950C ~$38M + heavy 1DTE puts, $NVDA 227.5C ~$25M, $TSLA 375C ~$18M, $META puts stacked at 760/770 (~$28M), $AMZN 267.5P ~$10M. Not financial advice.
5/ Single-stock flow: $MU 950C ~$38M + heavy 1DTE puts $NVDA 227.5C ~$25M $TSLA 375C ~$18M $META puts stacked at 760/770 (~$28M) $AMZN 267.5P ~$10M Not financial advice. Trade your plan.
Reasoning: Not tagged by analyst Specific
#IndiaWatch🇮🇳: Modi’s AI ambitions are hitting a ROADBLOCK. Amazon’s $21B AI push faces backlash as 1,000+ residents protest a 54-acre data center near Mumbai. India’s data centers consume 150 BILLION liters of water annually. AI DATA CENTERS WILL CAUSE WATER COSTS TO SOAR.
Reasoning: Not tagged by analyst Specific
Delta Airlines CEO Ed Bastian in new interview on Delta not adopting @Starlink: "We know what we’re doing in the space, and we’ve been the pioneer in Wi-Fi. We set that standard launching free, fast Wi-Fi that forced the industry to adopt it. We’re happy with where we sit." He said he wasn't worried about being at a competitive disadvantage by not having Starlink. Delta said it will adopt Amazon's LEO satellite internet, but won't start installations until 2028. (via WSJ)
Reasoning: Fundamentals Specific
（@ripster47 轉發）Tenet 10 月 9 日早盤摘要，列出 $SPX $AAPL $NVDA $META $DAL 等一大堆代號與比特幣。
Reasoning: Not tagged by analyst
A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY. Here's a full recap: 1. OpenAI told investors its annualized revenue was approaching $50B at the end of September, according to the Financial Times, below the roughly $70B figure that had been widely reported last month. The discrepancy reportedly reflects differences in accounting methods, with Anthropic including revenue generated through cloud partners such as AWS and Google Cloud, while OpenAI does not. Investors had attempted to adjust OpenAI’s figures to make them comparable with Anthropic’s, contributing to the higher estimate. The report weighed on AI infrastructure sentiment, with several semiconductor stocks falling roughly 5–7% as investors reassessed near-term AI spending expectations. OpenAI declined to comment. 2. The September FOMC meeting minutes showed that most Federal Reserve officials expect another interest rate hike by year-end, reinforcing the central bank’s higher-for-longer stance. All 19 Fed officials supported the September rate hike, reflecting unanimous concern that inflation remains above target. The minutes also said almost all policymakers believe inflation risks remain tilted to the upside, with several officials warning that the accelerating AI investment boom could increase demand faster than supply, adding to inflationary pressures. 3. Elon Musk said today that he sees an extraordinary long-term future for $SPCX SpaceX, writing: “This will sound super crazy, but I see a path to SpaceX
Reasoning: Not tagged by analyst Specific
（只引用）他早前貼文：CNBC 報導 OpenAI $70B ARR 包括大夥伴（如 $AMZN、$MSFT）的收入分成，$50B 則剔除了。標 $AMZN、$MSFT 未表態。
Reasoning: Not tagged by analyst Specific
Used the latest OpenAI “revenue miss” FUD to add more $CBRS today. Nothing about my long term Cerebras inference thesis has changed.
Reasoning: Fundamentals · Long term Specific
Re: FT OpenAI headline chaos. CNBC just reported on air, according to a source familar: $70 billion ARR includes "revenue sharing from their big partners" (think AMZN, MSFT). "The way that they [OpenAI] have been reporting revenue has included some of these partnership deals" The $50 billion ARR figure strips out those partnership deals.
Reasoning: Not tagged by analyst Specific
$PLTR JUST BROKE ABOVE $200
Reasoning: Technicals · Short term Specific
In 2025 just five companies (Amazon, Alphabet, Meta, Microsoft and Oracle) were responsible for 37 percent of the global capex of the top 100 U.S.-listed nonfinancial companies. The last time investment was that concentrated was the early 1970s, when AT&T reigned supreme.
Reasoning: Macro Specific
（@ripster47 轉發）Tenet 10月8日早晨市場摘要，列出 $SPX $AVGO $ORCL $SPCX $AMZN $GOOGL $MU $PLTR 等一長串股票，沒有具體觀點。
Reasoning: Not tagged by analyst
Fund flows or trade records mentioned in posts reflect only the account’s own claims, are marked “Per the post” and are unverified.
@TENETTRADEGROUP