China’s Gold Rush
michaelnicoletos.substack.com/p/chinas-gold-rush?r=1ha9c&utm_campaign=post&utm_medium=web&triedRedirect=true
Oct 24, 2025
27
Cuma Cevik on X: "30 yıl boyunca yıllık ortalama %30 getiri performansı yakalamış ve bu süre zarfında hiç bir yıl zarar etmemiş efsanevi yatırımcı Stanley Druckenmiller'in "Teknik Analiz" hakkındaki görüşü: Spiker: Teknik analiz mi, temel analiz mi? Bir yatırım ya da alım-satım kararı verirken bu https://t.co/KoVeKBuymO" / X
x.com/cevikfinance/status/1980941952712372578
Oct 22, 2025
2
(2) Frans Bakker on X: "$IREN Market Weakness: What's Next? Exactly one week ago, @IREN_Ltd closed their convertible note with spectactular metrics: - Oversubscribed $875 million offering - Fully exercised $125 million greenshoe - Net proceeds of approximately $979.0 million - 0.00% coupon - 42.5% https://t.co/FnP82sNeBR" / X
x.com/FransBakker9812/status/1980585814922072316
Oct 22, 2025
2
Short Chain Fatty Acids: Gut Health Benefits - Grok
grok.com/c/ff633154-0661-47aa-b646-6ef48e1bd665
Oct 22, 2025
13
(2) Zara Zhang on X: "We built TLDW (too long, didn't watch), a tool that helps you learn from long YouTube videos better & faster. AI video summaries are solving the wrong problem. You don't need a generic text summary of a 1-hour video. You need the 5 minutes that actually change how you think. https://t.co/iE6RQ2TfGo" / X
x.com/zarazhangrui/status/1980371308161482853
Oct 22, 2025
1
(2) Adith Arun on X: "Druckenmiller offering a masterclass in just over an hour. Will need to re-listen to this again. Takeaways: - Discipline. No matter how good you are, once your ego inflates its over - There are many ways to make money in the market, the biggest thing is to have a system - Think" / X
x.com/aditharun_/status/1980412595434918358
Oct 22, 2025
3
(2) Yunis Rzayev on X: "Aynı Hikâyedeler, Aynı Tepkiyi Veriyorlar 📉 Bu gün $IREN, $CRWV ve $NBIS yine satıcılı. Bu şirketler resmen $ORCL ile aynı sepette hareket ediyor. $ORCL düştü mü — bunlar da direkt çakılıyor. Üstelik onlara enerji sağlayan $VST ve $CEG de neredeyse aynı oranda ekside. https://t.co/rKXBz95HlU" / X
x.com/rzayev7895/status/1980360790059188287
Oct 22, 2025
1
(2) AR on X: "If you think $CIFR has already priced in all its catalysts, you don't know what you own -> My take on what’s priced in (and what’s not) 👇 1️⃣ Black Pearl deal → Partially priced in. While some of it may already be priced in, no one knows if it’s a 150MW or 300MW deal - that’s a" / X
x.com/ARcoupling/status/1980566333575049425
Oct 22, 2025
2
The Benefits of Fasting on Blood Sugar Levels | Glucose Goddess
www.glucosegoddess.com/pages/science-episode-fasting
Oct 21, 2025
2
(1) Tut C🅰️pital on X: "$VELO: Why Velo3D matters for U.S. national security? Excerpts from Arun Jeldi (CEO) interview with @TheTCTMagazine: - Jeldi argues the U.S. “is lagging quite a bit on the manufacturing side because we don’t have the ecosystem,” while adversaries (China) are rapidly scaling. He" / X
x.com/kingtutcap/status/1977784382397051229
Oct 21, 2025
5
I'm No Longer Insulin Resistant, Here's 12 Things I Did to SHUT IT DOWN Fast
www.youtube.com/watch?v=k6PBKSKE_AQ
Oct 21, 2025
14
(1) Startup Archive on X: "Max Levchin explains why B-players hire C-players The co-founder of PayPal and Affirm reflects on the famous Steve Jobs insight that A-players hire A-players, and B-players hire C-players: “It’s profoundly true. But there should be an asterisk explaining why this is true. And https://t.co/oq2vC3N90R" / X
x.com/StartupArchive_/status/1980302788212011226
Oct 20, 2025
5
(2) Jim Liu on X: "@TheKamaHsutra @DanielR06814508 @LynchAIPorfolio @FransBakker9812 Real software people know the real software moat in HPC is CUDA and cuDNN provided by $NVDA. An illustration of how the software on top of GPU looks like: PyTorch / TensorFlow / JAX ← ML Framework (Meta, Google, DeepMind open sourced) ↓ cuDNN / cuBLAS / NCCL / TensorRT ←" / X
x.com/jiahanjimliu/status/1979297272824500616
Oct 20, 2025
1
Pocketbase: Open-source back end in one file | Hacker News
news.ycombinator.com/item?id=38898934
Oct 20, 2025
4
PocketBase - Open Source backend in 1 file
pocketbase.io/docs/use-as-framework/
Oct 20, 2025
1
Google Gemini
gemini.google.com/app/e6d6aa4731f8288d
Oct 18, 2025
2
(2) Josh on X: "Panik havasındaki yatırımcılara tavsiyem: Lütfen kafanızı kaldırıp endekslere bakın. Endeksler düşmüyor; sadece elinizdeki hype hisseler düşüyor. Şu anda “risk-off” modundayız; doğal olarak da önce riskli varlıklar satılıyor. Fed’in faiz indirimiyle bu karamsar hava dağılır," / X
x.com/malibu789/status/1979217457035595933
Oct 18, 2025
2
Fox Signals
appsumo.com/products/fox-signals/
Oct 18, 2025
2
J Keynes on X: "$SERV 🔥🔥🔥 When NVIDIA wanted to showcase its new DGX Spark platform, it chose Serve Robotics to make the delivery. That’s not coincidence, it’s signal. Serve’s autonomous platform is already where AI meets the real world, trained in simulation, powered at the edge, and moving https://t.co/ynK5AD5GeB" / X
x.com/JKeynesAlpha/status/1978781182549438557
Oct 17, 2025
1
(1) Dr. Paul Christianson on X: "I think it’s reasonable for $SLNH to trade back up to all time highs at $18.90 by the time of the shareholder vote on November 7th. That’s only a 4x stock price increase from here and would still only have Soluna trading at a ~$1B market cap. If they just sold the 187MW at Rosa" / X
x.com/disruptorinvest/status/1978635205163323452
Oct 16, 2025
1
(1) Daniel Koss on X: "🚨 100% bubble alarm: all these complete junk companies claiming to have Gigawatts of Data Center capacity "pipelines" = excel spreadsheets. Retail buying into it 🤦🏻♂️ Not understanding the difference between pipelines, contracts and actual, built, functional connected real" / X
x.com/daniel_koss/status/1978760398997176564
Oct 16, 2025
1
(1) DNV999 on X: "EXACTLY. $IREN and $CIFR are the only companies that are completely vertically integrated, because they own: the electrical interconnections, the land, the data centers already built and to be built, and the certified capacity to build the best data centers on their own." / X
x.com/DNV99999/status/1978774065247555614
Oct 16, 2025
1
(1) YeahDave on X: "$OUST Ouster is a made in USA play on solid state/digital LiDAR to be used in: -Defense: Anduril drones and cleared by DOD for use in other unmanned systems across the industry -Robotics: last mile driverless delivery, mapping, and humanoid robotics sensors/coordination https://t.co/SLIkLI7E2G" / X
x.com/YeahDrDave/status/1942569366253625424
Oct 16, 2025
3
(1) Grok / X
x.com/i/grok?conversation=1978518919515107436
Oct 15, 2025
10
(1) Grok Conversation / X
x.com/i/grok/share/g5cCGXNWGJMpSXdUfHL7Uxcq5
Oct 15, 2025
5
(1) Ahmet Sunelcan on X: "Asla yatırım tavsiyesi değildir. Bilgi sunmak amaçlıdır. HCM II Acquisition Corp. → Terrestrial Energy (IMSR) $HOND (SPAC ´dir dikkat ediniz) Şirket ve Stratejik Konum HCM II Acquisition Corp., 2024’te kurulmuş bir SPAC olup, 2025’te Terrestrial Energy ile birleşme" / X
x.com/AhmetSunelcan1/status/1974867663634481337
Oct 15, 2025
7
(1) George Koutalidis on X: "11/15 The Catalysts Keep Coming: Oct 20 shareholder vote is formality - S-4 already effective. Merger expected to close Q4 2025. First commercial plant operational by late 2020s. Tech giants committing $10B+ to SMR capacity. Each milestone drives re-rating higher." / X
x.com/geokoutalidis/status/1978187184092921997
Oct 15, 2025
1
(1) George Koutalidis on X: "3/12 The Asset Quality is Exceptional: REalloys' Hoidas Lake deposit in Saskatchewan contains 2.15M tons of Total Rare Earth Oxides (TREO) in measured & indicated resources. It's distinguished by having BOTH heavy REEs (dysprosium, terbium) AND light REEs (neodymium," / X
x.com/geokoutalidis/status/1978182585403457634
Oct 15, 2025
4
(1) George Koutalidis on X: "10/15 Competitive Advantages are Unmatched: Uses standard low-enriched uranium vs. HALEU required by competitors - eliminates fuel supply bottlenecks. Molten salt technology enables load-following for AI's variable demand. 195 MWe modules can be combined for scalable deployment." / X
x.com/geokoutalidis/status/1978187182230888754
Oct 15, 2025
2
(1) George Koutalidis on X: "9/15 The Numbers Are Compelling: Transaction values Terrestrial Energy at $925M pre-money, $1.3B pro forma equity value. $280M gross proceeds ($50M PIPE + $230M trust cash). At current $759M market cap, you're buying a dollar of assets for ~$0.58. Post-merger ticker "IMSR"" / X
x.com/geokoutalidis/status/1978187180028653772
Oct 15, 2025
1
(1) George Koutalidis on X: "8/15 Strategic Partnerships Validate Demand: Texas A&M selected Terrestrial Energy for commercial IMSR at RELLIS campus (targeting 1GW by mid-2030s). EnergySolutions MOU for deployment at former nuclear sites. Westinghouse partnership for fuel supply. DOE and Argonne National Lab" / X
x.com/geokoutalidis/status/1978187177956610359
Oct 15, 2025
1
(1) George Koutalidis on X: "6/15 Market Opportunity is Massive: SMR market projected to grow from $6B (2024) to $7.14B (2030), but this vastly underestimates true potential. Terrestrial Energy estimates their addressable market at $5 TRILLION annually - 10x larger than defense/aerospace sector. Target" / X
x.com/geokoutalidis/status/1978187173510934975
Oct 15, 2025
1
(1) George Koutalidis on X: "5/15 Regulatory Milestone = De-Risked Technology: In 2023, Canadian Nuclear Safety Commission completed first-ever Vendor Design Review for a Generation IV molten salt reactor - historic industry validation. U.S. NRC engagement since 2016 with successful joint CNSC-NRC review." / X
x.com/geokoutalidis/status/1978187171115733270
Oct 15, 2025
1
(1) George Koutalidis on X: "3/15 Terrestrial Energy = Game-Changing Technology: Their Integral Molten Salt Reactor (IMSR) operates at 585°C vs. 320°C for traditional reactors, achieving 44% thermal efficiency (vs. 33% traditional). Uses molten salt as both fuel and coolant - physically cannot meltdown like" / X
x.com/geokoutalidis/status/1978187166913085637
Oct 15, 2025
1
(1) George Koutalidis on X: "🧵 Long $HOND Thread: The Nuclear Play That Will Power the AI Revolution 1/15 $HOND (HCM II Acquisition Corp) is taking Terrestrial Energy public in the most perfectly timed nuclear deal of the decade. This isn't just another SPAC - it's the vehicle bringing the first publicly" / X
x.com/geokoutalidis/status/1978187162517463070
Oct 15, 2025
3
Constellation Energy: Buy This Nuclear Cash Machine Powering AI (NASDAQ:CEG)
seekingalpha.com/article/4822801-constellation-energy-buy-this-nuclear-cash-machine-powering-ai
Oct 15, 2025
1
SMR: Buy Recommendation. Licensed, Loaded, And (Almost) Ready To Launch (NYSE:SMR)
seekingalpha.com/article/4826257-smr-buy-recommendation-licensed-loaded-and-almost-ready-to-launch
Oct 15, 2025
10
NANO Nuclear Energy Can't Stop Running (NASDAQ:NNE)
seekingalpha.com/article/4828290-nano-nuclear-energy-cant-stop-running
Oct 15, 2025
2
NANO Nuclear Stock: 5 Things To Know Before Investing (NASDAQ:NNE)
seekingalpha.com/article/4759103-nano-nuclear-5-things-to-know-before-investing
Oct 15, 2025
3
The Prospects For NANO Nuclear Energy (NASDAQ:NNE)
seekingalpha.com/article/4829170-the-prospects-for-nano-nuclear-energy
Oct 15, 2025
2
Terrestrial Energy Stock: The Nuclear SMR Play To Surpass Oklo (NASDAQ:HOND)
seekingalpha.com/article/4829686-terrestrial-energy-nuclear-smr-play-to-likely-surpass-oklo-aurora
Oct 15, 2025
2
Clojure: Realtime collaborative web apps without ClojureScript
andersmurphy.com/2025/04/07/clojure-realtime-collaborative-web-apps-without-clojurescript.html
Oct 15, 2025
8
(1) Grok / X
x.com/i/grok?conversation=1978368762475606118
Oct 15, 2025
19
cjohansen/replicant: A data-driven rendering library for Clojure(Script) that renders hiccup to DOM or to strings.
github.com/cjohansen/replicant
Oct 15, 2025
2
Clojure: Realtime collaborative web apps without ClojureScript | Hacker News
news.ycombinator.com/item?id=43625139
Oct 15, 2025
6
(1) Grok / X
x.com/i/grok?conversation=1978349691898064949
Oct 15, 2025
17
(1) Jim Liu on X: "@RJCcapital Please no miss-information on IREN. IREN's has 22k Nvidia GPUs and 1.2k AMD GPUs. There's no brand allegiance between IREN and AMD. IREN is up today because of it closed on a 1B, 0%, 42.5% conversion premium convertible. https://t.co/RcUNLk4JdT" / X
x.com/jiahanjimliu/status/1978225723107049602
Oct 15, 2025
1
(1) RJC on X: "$AMD $NBIS $IREN — An interesting divergence in today’s market action. $NBIS fell as much 6% while $IREN rallied close to 10% following Oracle Cloud’s announcement that it will deploy 50,000 AMD AI chips for inference. The market seems to have rewarded $IREN for aligning with https://t.co/NYRiKvK3E2" / X
x.com/RJCcapital/status/1978161565040840910
Oct 15, 2025
2
(1) Ahmet Sunelcan on X: "Yatırım Tavsiyesi Değildir. (Çok uzun süredir elimde tuttuğum bir hisse riskli ancak heyecanlandığım bir teknoloji. Lütfen sonuna kadar okuyun.) Aeluma Inc. ( $ALMU) — Işığı Endüstriye Çeviren Mimari Aeluma, Santa Barbara’da sessizce doğmuş bir fikir: “Işığı silikonla" / X
x.com/AhmetSunelcan1/status/1978246219500753267
Oct 15, 2025
10
(1) J Keynes on X: "$TSLA $AUR Telsa is a fantastic company but people who think Tesla can dominate literally every market segment and outcompete everyone, everywhere might want to revisit their Microeconomics textbook. As Michael Porter argued in his work on competitive strategy, firms that https://t.co/oWZkaS1Zvp" / X
x.com/jkeynesalpha/status/1956800181153960349?s=46
Oct 15, 2025
1