(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
Custom ranking rules - Meilisearch Documentation
www.meilisearch.com/docs/learn/relevancy/custom_ranking_rules
Sep 18, 2025
1
Meilisearch 1.0 – Open-source search engine built in Rust | Hacker News
news.ycombinator.com/item?id=34707727
Sep 18, 2025
6
(1) Jim Liu on X: "To preface, I have nothing against $NBIS but just believe $IREN is a better risk reward. Both are in the AI Infrastructure space which will float all boats. However, the commentary coming from some of the $NBIS community is quite hypocritical. Here, @daniel_koss is criticizing" / X
x.com/jiahanjimliu/status/1968452416308924495
Sep 18, 2025
3
Event-Driven Architecture Basics Explained | Shared Grok Conversation
grok.com/share/bGVnYWN5_158f6ecd-c2ae-41f6-869b-6a94f4a9dcaf
Sep 14, 2025
1
Event-Driven Architecture Basics Explained - Grok
grok.com/c/e6403445-e743-4c9e-b9ee-a8c61381487c
Sep 14, 2025
1
How to Stop Your Event-Driven Architecture from Turning Into Chaos
boyney123.substack.com/p/how-to-stop-your-event-driven-architecture
Sep 14, 2025
1
Justin Skycak on X: "The #1 misconception about retrieval practice is that some people mistakenly think it slows down their learning. They experience a comfortable sense of fluency while following along with a stream of information, whereas pausing to pull that information out of their head breaks" / X
x.com/justinskycak/status/1967117359484678446
Sep 14, 2025
4
(2) Bora Özkent Official on X: "Amerikan borsaları çok pahalı diyenlere bu grafiği gösterin hep. Altın ile ölçüldüğünde S&P 500 aslında son 5 yıldır hiç ilerlemedi. Bitcoin ile ölçüldüğünde ise büyük değer kaybetti. Yani hisse senetleri reel anlamda çok ucuzladılar. Neden? Çünkü sistemdeki para sürekli https://t.co/DyT9a54MU4" / X
x.com/BoraOzkent/status/1966953098972201342
Sep 13, 2025
2
(2) J Keynes on X: "$QS QuantumScape’s Inflection Point 🔥The World is Waking Up to the Reality that Solid-State Batteries Are Finally Here 🔋🚗 Good morning. People are waking up this weekend and in general to the moment we have all been waiting for as QuantumScape shareholders. Last week was a https://t.co/uUqLDW5xdm" / X
x.com/JKeynesAlpha/status/1966857107166171314
Sep 13, 2025
2
(2) Lucas Sacerdote on X: "$EOSE RE+ Conference notes. What stood out most at Eos was posture, body language, and—crucially—well-earned confidence. From what’s been achieved, to the demand they’re seeing and execution plan going forward, it felt grounded. My takeaways: - Order Outlook: My confidence in https://t.co/7uZnZ2uo9s" / X
x.com/asymmetry292/status/1966605237956858050
Sep 13, 2025
3
Wall Street Günlükleri on X: "$SMR $OKLO Nükleer enerjinin geleceği Small Modular Reactor (SMR) pazarında rekabet kızışıyor! 🚀 NuScale Power ($SMR), aldığı düzenleyici onaylar, güçlü iş birlikleri ve artan ivmeyle Oklo ($OKLO) karşısında önemli bir avantaj elde etti. NuScale, ABD Nükleer Düzenleme https://t.co/qFpXPtvWak" / X
x.com/WallStDiaries/status/1962568637174157646
Sep 1, 2025
1
(2) DNV999 on X: "$NBIS : quarterly revenue of $100 million $IREN : monthly revenue of $86 million Nebius: will secure 1 GW of capacity by the end of 2026 IREN: already owns nearly 3 GW of capacity Nebius: valuation of $ 17billion IREN: valuation of $ 5billion IREN is severely undervalued." / X
x.com/DNV99999/status/1961119439027384367
Aug 29, 2025
1
(2) Jim Liu on X: "Neoclouds: $IREN vs $NBIS $CRWV $ORCL. In the neocloud space, there is are two main business models: bare metal vs platform as a service (PaaS). Everyone provides bare metal (a form of IaaS). NBIS, CRWV, ORCL provide PaaS. NBIS also have some SaaS like AIStudio and MLFlow while" / X
x.com/jiahanjimliu/status/1961315096162181444
Aug 29, 2025
11
(2) Tim on X: "$IREN $NBIS Glad you asked! Before I start I wanted to say that both of these are amazing companies and I think Nebius will do really well in the AI infra boom and that you can't really go wrong on owning either. Nebius's obvious strength is its Yandex roots. Essentially half" / X
x.com/Tim_X94/status/1960491385527693644
Aug 27, 2025
11
Cheap Kafka is cool. Schema-driven development with Kafka is cooler.
buf.build/blog/kafka-schema-driven-development
Aug 24, 2025
3
Why Was Apache Kafka Created?
bigdata.2minutestreaming.com/p/why-was-apache-kafka-created
Aug 24, 2025
4
Gabe Mays on X: "@justinskycak That's been an interesting observation over the years. I have a BA, MS and MBA. But what got me my first job in tech had nothing to do with that, it was teaching myself to code and building something that impressed leadership at a public tech company. I was hired in a PM role" / X
x.com/gabemays/status/1955693737155186866
Aug 14, 2025
1
(1) Tim on X: "$AUR Following the Q2 updates from Aurora, OEMs, and other ecosystem participants, my understanding of Aurora’s business model, OEM relationships, competitive landscape, and partnership dynamics has deepened significantly. In late April, Aurora launched its driverless trucking" / X
x.com/Tim_X94/status/1954925777306181907
Aug 11, 2025
1
(1) J Keynes on X: "$IWM $RCMP Small Caps Are Not Dead, The Data Says They’re Ready to Run Check out this article, link below.... Harvey Sawikin and Steve Gorelik reviewed Ed Yardeni’s claim that the Russell 2000 is structurally broken. The numbers do not support that view. Earnings growth," / X
x.com/JKeynesAlpha/status/1954890651151282314
Aug 11, 2025
3
(1) M. V. Cunha on X: "$NBIS' Co-Founder, Roman Chernin, explains why the company is building a hyperscaler-grade software platform, while much of the market focuses on just “deploying clusters”: 👇🏻👀 1) Time-to-Value "Spinning up a production environment for a customer overnight is priceless, https://t.co/lZspqQ8DuO" / X
x.com/mvcinvesting/status/1954820428578390154
Aug 11, 2025
5
$IPA – Antibody Discovery as a Service. Float Small. IQ High. : r/pennystocks
www.reddit.com/r/pennystocks/comments/1m865x1/ipa_antibody_discovery_as_a_service_float_small/
Aug 10, 2025
7
The Iberian blackout’s warning: It’s not just the grid that needs upgrading, it’s also the thinking behind it
beyondfossilfuels.org/2025/08/04/the-iberian-blackouts-warning/
Aug 7, 2025
2
(1) Ceteris Paribus on X: "🙊 Bizim hüstad yine Palantir satmış. $60’da çok yükseldi diye zaten satmıştı. Nasıl olduysa geçen hafta $160’dan tekrar sattı. Hatta bu sefer karımın hepsini aldım sadece ana param kaldı demişti. Şimdi tekrar sattığı yetmiyormuş gibi bir de kalkmış hala elinde hatrı sayılır https://t.co/cXGeuAWDEc" / X
x.com/onestoploss/status/1953014031167447113
Aug 6, 2025
2
(1) Felix Prehn 🐶 on X: "USA Rare Earth could be the most undervalued play in America's supply chain revolution. While everyone's chasing AI stocks, this company is quietly building what every electric motor needs. 7 reasons why USAR could explode in the coming months: https://t.co/rW85Gm8mug" / X
x.com/financefelix/status/1952686108002730037
Aug 6, 2025
2
🎓 Trends PRO #0151 — AI-Powered Education | Trends.vc
pro.trends.vc/c/trends-pro-reports/trends-pro-0151-ai-powered-education
Jul 24, 2025
1
(1) J Keynes on X: "$TEM FDA-Approved AI Now Has a Business Model: Insurance Reimbursement. Tempus Just Kicked the Door Open 👀 It’s been a busy week but I want to make sure we celebrate that Tempus ($TEM) just got FDA clearance for its second AI diagnostic tool, and it’s hard to overstate how" / X
x.com/JKeynesAlpha/status/1947797914291712044
Jul 23, 2025
4
Joby Aviation's Takeoff Has Just Started (NYSE:JOBY)
seekingalpha.com/article/4802190-joby-takeoff-has-just-started
Jul 20, 2025
8
Joby's Strategic Manufacturing and Market Access - Grok
grok.com/chat/e61dbdf0-e9c5-414b-a33b-6f28ccfbd9eb
Jul 20, 2025
2
Housing Construction Productivity Stagnation - Grok
grok.com/chat/f95d607e-e046-400b-b865-57b690b613f1
Jul 18, 2025
2
The Strange and Awful Path of Productivity in the US Construction Sector | Becker Friedman Institute
bfi.uchicago.edu/insight/research-summary/the-strange-and-awful-path-of-productivity-in-the-us-construction-sector/
Jul 18, 2025
1
US Construction Has a Productivity Problem
www.chicagobooth.edu/review/us-construction-has-productivity-problem
Jul 18, 2025
2
(1) Melih Çat on X: "Yaklaşık 1 yıldır AI Agent pazarının kalbindeyim. Olgunlaşan bazı tespitlerim var Bugüne kadar 30 farklı dijital girişime zıpladım. Web tasarım, reklamcılık hizmetleri, e-learn, kendi SaaS projelerim ve başka başka şeyler Fakat şu işin apayrı bir büyüsü var. Açıklayayım? Tamam https://t.co/xifV6ahITP" / X
x.com/melih_cat/status/1945554628592242900
Jul 16, 2025
1
Take Better Notes When Reading Non-Fiction With HQ&A
words.jamoe.org/highlight-question-and-answer/
Jul 16, 2025
6