@altcap posted 12 times over the past 12 months, mentioning 13 cashtags across 7 distinct tickers. $NVDA dominated the activity with 7 mentions beginning in July 2025, followed by $CBRS with 2 mentions starting in May 2026. The remaining tickers—$CRM, $DELL, and $MSTR—each received single mentions throughout the period, with the most recent cashtag mention occurring on May 29, 2026.

The most recent post highlighted $DELL's role in AI infrastructure, citing a $51 billion backlog and 757% growth in AI server revenue alongside full-year guidance expansion from $140 billion to $168 billion. Earlier activity included appearances on CNBC's Halftime Report discussing $SNOW earnings and the broader AI competitive landscape, as well as commentary on $NVDA and $CBRS developments.