(1) DaiWW on X: "Many people actually do not have the full picture of this rare earth crisis. Here it is: 1. Rare earth is not rare, but only China has the refining ability, especially the ability to refine heavy rare earths. Even rare earths from the United States need to be transported to" / X
x.com/BeijingDai/status/1977007625092190496
Oct 12, 2025
6
(1) M. V. Cunha on X: "I just published a new write-up on Rare Earth Elements — one of the most overlooked yet critical sectors in the global economy. It covers: - What REEs are and why they matter so much - How China came to dominate the market and how it's using that power - Why the U.S. is https://t.co/zZxsxLL3ag" / X
x.com/mvcinvesting/status/1912958656410489157
Oct 12, 2025
1
(1) Framework Investment on X: "$ALMU Aeluma's hack: 🤯They figured out how to grow these fancy materials on top of cheap silicon wafers, which dramastically reduces manufacturing cost. Dr. Shuji Nakamura, 2014 Nobel Prize winner in Physics for his blue LED work, is a seed investor in Aeluma. Furthermore, https://t.co/LJ3U8f6Ah5" / X
x.com/FrameworkWisely/status/1947786440147980659
Oct 12, 2025
2
Aeluma: Contracts Fueled Growth, Buy (NASDAQ:ALMU)
seekingalpha.com/article/4823725-aeluma-contracts-fueled-growth-buy
Oct 12, 2025
5
(1) Framework Investment on X: "$CLPT ClearPoint has 60+ Active BioPharma Programs across 20+ indications including DBS, LiTT. Just 1 of these 60 programs succeeding will send $CLPT soaring. Today $QURE is 1 of these BioPharma Programs. $CLPT went up close to 60%. $ALMU is in a similar position as $CLPT. https://t.co/37kkN70BYO" / X
x.com/FrameworkWisely/status/1970951553889488897
Oct 12, 2025
4
China Is Beating the US in the Battle for Energy Export Dominance
www.bloomberg.com/news/articles/2025-10-05/china-s-clean-energy-exports-are-beating-us-fossil-fuels?taid=68e9a3e3ffe7d0000175bdbf&utm_campaign=trueanthem&utm_content=business&utm_medium=social&utm_source=twitter
Oct 11, 2025
1
(1) Jim Liu on X: "Looking at $IREN's recovery in after hoursfrom $51.43 to $58 and now $62. This is a strong sign that there are strong active buyers IREN options had high gamma due to the large number of calls that became in the money from it's rapid price movement. Gamma drives the need for" / X
x.com/jiahanjimliu/status/1976774764485394905
Oct 11, 2025
1
(1) Kaya Finance on X: "$CEG | Constellation Energy Constellation Energy şu an ABD enerji piyasasında sessiz ama çok büyük bir oyuncu. Hani bazı şirketler sürekli “yeşil enerjiye geçiyoruz” diye reklam yapar ya, $CEG onlardan değil. O daha çok sahnede değil ama sahnenin altındaki bütün kabloları o https://t.co/9d2ke6NyYi" / X
x.com/ProfKayaFinance/status/1976509068844945666
Oct 11, 2025
2
(1) JJS on X: "@onechancefreedm I’m just here ‘cause Pomp said you do the thinky stuff! Call it a currency swap, Bessent; history will call it positioning." / X
x.com/JJS36038159/status/1976639444032844258
Oct 11, 2025
1
(1) EndGame Macro on X: "Argentina is one of the world’s largest holders of lithium, copper, and rare earth minerals, critical materials for electric vehicles, semiconductors, and defense systems. Whoever secures Argentina’s mineral trade secures leverage in the clean energy and tech future. By setting" / X
x.com/onechancefreedm/status/1976495688302186730
Oct 11, 2025
1
(1) Posts liked by Mert Nuhoglu 2 (@mertnuhoglu2) / X
x.com/mertnuhoglu2/likes
Oct 9, 2025
1
(1) J Keynes on X: "$PRME Prime Medicine headed for the $30s, then $100+. Patience. People ask why I bought 16,000 shares. I ask why I haven’t bought more?! Why Prime Medicine is "gods technology" for real: -It does what nature never gave us, a true DNA search and replace, the ability to correct, https://t.co/9UYhfSEmuh" / X
x.com/JKeynesAlpha/status/1959000646239334719
Oct 9, 2025
2
Recursion Pharmaceuticals: Bullish Breakout Signals - Grok
grok.com/c/1d03aaae-d24c-4495-a0ec-26f974e56323
Oct 9, 2025
3
(1) J Keynes on X: "$RXRX 🚀Recursion Is The Next Moonshot In My Speculative AI Portfolio: Nvidia Is In, Big Pharma Is Paying, And Wall Street Has No Clue 🚀 This stock is sitting at all-time lows, but under the hood it’s building the most complete AI-first drug discovery platform in existence. The https://t.co/EoeEVzxTWb" / X
x.com/JKeynesAlpha/status/1972024013225709643
Oct 9, 2025
6
Google Gemini
gemini.google.com/app/7a65e07f88d14f9c
Oct 9, 2025
4
AI Agent Startup N8n Nets $2.5 Billion Valuation With Backing From Nvidia
www.bloomberg.com/news/articles/2025-10-09/ai-agent-startup-n8n-nets-2-5-billion-valuation-with-backing-from-nvidia?taid=68e75155399eb60001a957b6&utm_campaign=trueanthem&utm_content=business&utm_medium=social&utm_source=twitter
Oct 9, 2025
1
Vertical Integration Outshines Cloud Hype - Grok
grok.com/c/4b177273-f378-4bde-b2b7-418e2428182e
Oct 7, 2025
1
(1) Dulce on X: "Anyone who argued that $IREN was at a structural disadvantage compared to $CRWV and even $ORCL was willfully blind to the obvious consequences of vertical integration. Take the $MSFT-$NBIS deal for example. Assume MSFT is paying NBIS $17.4B to use 300MW of GB300s over 5 years." / X
x.com/litigious_dulce/status/1975601517802422293
Oct 7, 2025
1
IonQ's Impact on Quantum Encryption Market - Grok
grok.com/c/b6f7195e-9f44-4281-bafe-3a57e38ea7f5
Oct 7, 2025
2
(1) Gene on X: "@joe31162606 OI is now 4500 contracts which means the buyer sold more than half of them, probably on the recent run up Which lends credence to the contracts being speculative longs rather than hedges for a large short position https://t.co/AilgbvtLgN" / X
x.com/genejchan/status/1974909083632521698
Oct 7, 2025
1
(1) J Keynes on X: "$CRWV 🚀CoreWeave: AI Supercloud on a Rocket to $250🚀 This isn’t complicated. CoreWeave keeps stacking billion-dollar contracts with the biggest names in AI, and the market is still lagging behind the reality. As of Q2 2025, CoreWeave reported $30.1 B backlog (signed contracts https://t.co/XjZcE4xCE3" / X
x.com/JKeynesAlpha/status/1973853958000324935
Oct 7, 2025
1
SPX Market Maker Gamma Exposure Explained - Grok
grok.com/c/012787f5-8cd2-415d-95ff-fc72e03b1bc3
Oct 6, 2025
2
(1) Gary Wentworth 🔋 on X: "EOS Energy Enterprises: Pioneering Zinc-Based Long-Duration Energy Storage Investment Pitch - TL;DR version EOS Energy Enterprises ($EOSE) is entering its first year of scaled commercial operations with momentum across manufacturing, capital, and customer growth. Its Z3 battery" / X
x.com/Cluster_6/status/1943483957137359211
Oct 6, 2025
3
(1) Shay Boloor on X: "$EOSE MIGHT LAND A HYPERSCALER DEAL SOON Eos Energy just showed up as the storage supplier for the proposed $100B Greene County mega data-center tied to $GOOGL & $AMZN. https://t.co/PnDe31Tqe8" / X
x.com/StockSavvyShay/status/1974860546601275804
Oct 6, 2025
1
(1) Bora Özkent Official on X: "Son dönem ABD borsalarında momentum tradelerin en karlı çıktığı süreç. Momentum trading, finansal piyasalarda bir varlığın fiyatındaki ivmenin devam edeceğini varsayan; trend ve fiyat hareketinin hızından yararlanan bir kısa-orta vadeli alım-satım stratejisi. Bu stratejide https://t.co/TjaFu65hyV" / X
x.com/BoraOzkent/status/1975113802631856144
Oct 6, 2025
2
(1) Bora Özkent Official on X: "Bu yazacağım not olarak kalsın. ABD ekonomisinde bir sonraki büyük sorun muhtelemen Private Debt (banka dışı kuruluşların şirketlere açtığı krediler) alanında çıkacak. Son dönemde ABD'de private debt (özel borç, yani banka dışı fonlardan alınan büyük krediler) tarafında" / X
x.com/BoraOzkent/status/1975141317010153629
Oct 6, 2025
1
(1) Bora Özkent Official on X: "Ezberci gibi konuşacağım ama ABD tüketicisinde gerçekten sorunlar baş gösteriyor. Grafikte kredi kartları borçlarına 90 gün üzerine çıkan ödeme gecikmeleri gösteriliyor. Kredi kartlarında gecikmelerin hızla artması tüketicinin nakit sıkıntısına girdiğini gösterir. Trump belki https://t.co/ecVEkoyiVr" / X
x.com/BoraOzkent/status/1975137084869361785
Oct 6, 2025
1
Eos Energy: The Energy Backbone Of The AI Era (NASDAQ:EOSE)
seekingalpha.com/article/4827701-eos-energy-the-energy-backbone-of-ai-era
Oct 5, 2025
1
(1) Quantum Analyst on X: "🔥 $RGTI: A Short Squeeze Trap Bears are right: $13B MCap on negligible R&D revenue is a bold valuation bet. But shorting a company with infinite financing is a fight against the odds. Rigetti's Key Defense: Liquidity & Financing Power: Strong Cash Position: They hold $571.6M" / X
x.com/AnalystQuantum/status/1974659014861472243
Oct 5, 2025
2
(15) Post | LinkedIn
www.linkedin.com/posts/olenabomko_olena-bomko-the-ultimate-guide-to-geo-activity-7358846125279195139-PrNF/?utm_source=share&utm_medium=member_desktop&rcm=ACoAAAAlPHABo93Gh3cXASbN11YG4fmcTEbJMFM
Oct 5, 2025
1
(15) Post | LinkedIn
www.linkedin.com/posts/olenabomko_how-to-be-featured-in-chatgpt-google-overviews-activity-7361750346387382272-PhYH/?utm_source=share&utm_medium=member_desktop&rcm=ACoAAAAlPHABo93Gh3cXASbN11YG4fmcTEbJMFM
Oct 5, 2025
4
(2) Justin Skycak on X: "If you want to practice effectively, here are some things you absolutely must do: 1) Have some concrete way of measuring your progress. 2) Make sure that whatever you’re doing is actually increasing that progress. 3) Make sure that the progress is increasing fast enough that" / X
x.com/justinskycak/status/1973225104202146165
Oct 1, 2025
1
(2) Jim Liu on X: "This is why NVDA must control the software layer above the GPU. Rihard’s interview shows that Google TPU is a 8-9/10 but from the perspective of the end user TPU is 5/10 because it lacks CUDA. Nvidia standardizing the software layer is the key to enabling Neoclouds $CRWV," / X
x.com/jiahanjimliu/status/1973033689035780181
Sep 30, 2025
5
(2) @levelsio on X: "In most of South East Asia cooking has been almost fully outsourced to eating at street food, food courts or restaurants outside the house Not just for rich or middle class by the way For everybody One thing I noticee returning to the West after a decade in Asia is how few" / X
x.com/levelsio/status/1973016291888771193
Sep 30, 2025
1
(2) Dwarkesh Patel on X: "Why do eukaryotes have sex? And why 2 sexes in particular? Nick Lane thinks this again can be explained by (you guessed it) mitochondria. First, why sex? Solves two problems: - Muller's ratchet: since almost any random mutation will be deleterious, variation via mutation" / X
x.com/dwarkesh_sp/status/1972750026100318239
Sep 30, 2025
6
(2) Jim Liu on X: "I personally don’t trade short term price action on $IREN but holding through short term volatility is a pre-requisite for long term. Recently there are two factors: 1. As @Umbisam has stated below, JPM has financial incentive to see the $CORZ/$CRWV deal go through without CORZ" / X
x.com/jiahanjimliu/status/1973042225048334362
Sep 30, 2025
2
(2) Ashton Cheekly on X: "Here’s an interesting thought experiment that $IONQ perma bears fail to consider. If IONQ did not exist, then perhaps quantum computing would remain 15 years or more away. But because IONQ does exist and they are investing billions into research and development, assembling a https://t.co/WhiswCsKGR" / X
x.com/elwalvador/status/1972750512341897256
Sep 30, 2025
2
(2) Gene on X: "This is a good point By giving $IONQ the valuation it has, we enabled the acceleration of quantum in the western world, and made up for the lower government funding compared to China We're not just investing in quantum - we bootstrapped it into existence Our role will be" / X
x.com/genejchan/status/1972865316444324313
Sep 30, 2025
1
(2) CruxCapital on X: "Self-Funding Engine $WYFI The power of the White Fiber model is its self-funding engine. The colocation business provides a bedrock of financial stability through long-term, predictable contracts with creditworthy tenants, such as the anticipated seven-year term for the https://t.co/Z4z59TlkTx" / X
x.com/crux_capital_/status/1972368451621777514
Sep 29, 2025
2
(2) CruxCapital on X: "Strategy $WYFI At its heart WhiteFiber runs a two-pronged strategy to capture value across the AI infrastructure stack. First, its Colocation business acts as a specialized landlord, providing secure, power-dense facilities for customers like AI hardware firm Cerebras Systems https://t.co/OU8lHZUzsv" / X
x.com/crux_capital_/status/1972368448220188995
Sep 29, 2025
2
(2) CruxCapital on X: "Most data centers take years to build. WhiteFiber $WYFI built one in months... Out of a mattress factory. That’s its edge: retrofits that are 2x faster and 40% cheaper. Now it’s running a $90M GPU cloud and developing a 99MW NC site. This thread unpacks the strategy, https://t.co/ZXCURRl9Vs" / X
x.com/crux_capital_/status/1972368444319543571
Sep 29, 2025
1
(2) J Keynes on X: "$TEM $ASTS $QS The Keynes Guide to Conviction Investing If you follow my feed, you know I hold about a dozen large positions in total, with a handful of smaller stakes. I believe strongly that all the companies I hold have potential to make a lot of money, obviously, or I https://t.co/zXxtc8Vfc7" / X
x.com/JKeynesAlpha/status/1972411909199831242
Sep 29, 2025
5
(2) Andrej Karpathy on X: ""AI isn't replacing radiologists" good article Expectation: rapid progress in image recognition AI will delete radiology jobs (e.g. as famously predicted by Geoff Hinton now almost a decade ago). Reality: radiology is doing great and is growing. There are a lot of imo naive" / X
x.com/karpathy/status/1971220449515516391
Sep 28, 2025
3
Three Small Caps I’m Watching (Part 3/3): GitLab Inc.
mvcinvesting.substack.com/p/three-small-caps-im-watching-part-ca1
Sep 24, 2025
6
(2) Mehrab | SEO Mode on X: "What’s pSEO? Programmatic SEO is about creating thousands of high-value pages automatically, each targeting a specific keyword or location, so you rank for everything people search! Instead of writing posts one by one, you build a template and feed it data to spin up thousands https://t.co/ZRyYeaAvMY" / X
x.com/mehrab_build/status/1970446765167120799
Sep 23, 2025
1
Sips: Scriptable Image Processing System | Hacker News
news.ycombinator.com/item?id=34849734
Sep 22, 2025
1
(1) mon on X: "$IREN - We haven’t seen deflation since the 1940s. I believe a new period of deflation is coming (may take a decade or so), led by AI, robotics, and automation. These technologies will replace many human jobs, but economic growth and productivity will rise as companies produce https://t.co/cd59pqWOhg" / X
x.com/moninvestor/status/1968655436434792770
Sep 19, 2025
4
(1) Grok on X: "@philippenyssen @HesamAslan @nntaleb Tail hedging, as practiced by Universa (Spitznagel), allows clients to stay mostly invested (e.g., 96% in equities) while allocating a small portion to protection. This captured much of the 2022-2025 upside (e.g., strong returns in volatile periods like April 2025) without full" / X
x.com/grok/status/1968654961555947583
Sep 19, 2025
1
(1) Dulce on X: "Since I first entered $BITF on September 9, BITF has more than doubled. My motivation for buying was my belief that 1) BITF was undervalued given the quality of its sites, 2) it was on the verge of a bullish breakout, and 3) institutional ownership was too low. While I expected a https://t.co/8gUEkklHgO" / X
x.com/litigious_dulce/status/1968682308736565693
Sep 19, 2025
2
(1) @levelsio on X: "🇧🇷 It turns out @IAmMarkManson was mostly right about Brazil Over the last 2 years my Brazil ETF lost 16%, so I sold it I also visited Brazil many more times (most recent just a few weeks ago) and while I still love it a lot, I think the problems are just a lot deeper than I https://t.co/8tRvNOoseI" / X
x.com/levelsio/status/1968788789951934890
Sep 19, 2025
4