How NOT to negotiate with China
robinjbrooks.substack.com/p/how-not-to-negotiate-with-china
Oct 31, 2025
2
(1) EndGame Macro on X: "Chipotle’s latest earnings call was a real time snapshot of the American consumer. On paper, the results looked mixed. Earnings per share came in at $0.29, right on target, but revenue of $3.0 billion fell short of expectations by about $30 million. Comparable sales were up just" / X
x.com/onechancefreedm/status/1983718225109041228
Oct 30, 2025
3
(1) EndGame Macro on X: "@onehundredmph You’re right about the synthetic nature of it. What China’s doing isn’t organic liquidity, they are circulating money inside controlled pipes. Most of the new credit never leaves the state system; it sits in deposits or loops through policy banks and state owned firms. It looks" / X
x.com/onechancefreedm/status/1983381948677451823
Oct 29, 2025
2
(1) Howard Luks MD on X: "Lifting Isn’t Aerobic Training — Why You Need Aerobic Training to Balance Out the Potentially Deleterious Cardiac Effects of Lifting. Doc… my heart rate increases when I work out… Isn’t that aerobic training, too? No… it’s not let me explain Resistance training is https://t.co/6pS5r2fAxj" / X
x.com/hjluks/status/1982759295037968483
Oct 28, 2025
3
(1) mon on X: "Ever since I started investing, I stopped worrying about my job. When you start investing, you begin to see things differently. You stop thinking like an employee and start thinking like an owner. You understand how money moves, how businesses grow, and what actually drives the https://t.co/kppHztiitN" / X
x.com/moninvestor/status/1982937648999346237
Oct 28, 2025
2
(1) Jim Liu on X: "$KRKNF: Odes to the iPhone Suppliers Trades In the early generations of the iPhone, some investors carefully tracked the suppliers and made a fortune. One of them $SWKS supplied key RF chips and derived 56% of it's revenue from Apple (1), and the stock did a 12x from 2007 to" / X
x.com/jiahanjimliu/status/1981588225144807471
Oct 27, 2025
7
(1) LWS Financial Research on X: "⚛️ TerraPower’s Natrium Reactor Wins Key U.S. Approval (Wyoming, USA) $ASPI 📅 October 25, 2025 | By Aman Tripathi 💡 Historic Regulatory Milestone TerraPower, the Bill Gates–backed nuclear energy company, has reached a major breakthrough with its 345 MWe Natrium advanced https://t.co/Sy92px03cG" / X
x.com/lwsresearch/status/1982453314852679818
Oct 27, 2025
4
(1) Harsh on X: "You have a microservice setup. Your OrderService needs to tell your EmailService to send an email. You set up a simple Redis or RabbitMQ queue. OrderService pushes a job. EmailService pops it. It works. Then, the new AnalyticsService needs to also know about that order. Too https://t.co/BtUjtpOhIs" / X
x.com/harshsinghsv/status/1982060432324964795
Oct 27, 2025
10
(1) 𝐀𝐠𝐫𝐢𝐩𝐩𝐚 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭𝐬 on X: "@aleabitoreddit Ouh man 🤦🏻♂️... I rarely read such "smart sounding" bad take. What you are failing to realize (or deliberately avoiding to point out) is that there are 2 different "orchestrations": Type 1 is the customer-facing stack: things like Kubernetes/Slurm/Ray, model serving, MLOps, etc." / X
x.com/Agrippa_Inv/status/1982534048187621505
Oct 27, 2025
7
(1) Ahmet Sunelcan on X: "Olacak olan buydu; ancak piyasa, Cuma günü bu anlaşmanın gerçekleşeceğini bildiği hâlde hisseleri çok sert sattı. Sonraki günlerde ise endeksler yerinde dururken, potansiyeli kuvvetli ancak bunu ileride gösterecek şirketleri satarak rotasyon yaptı. Şirket başına yalnızca yaklaşık" / X
x.com/AhmetSunelcan1/status/1982425467098456495
Oct 26, 2025
2
(1) Transhumanica Research on X: "How to protect your winners and bag the next 1000%. Bull market analysis. Sea & Stars frontier 🦑🅰️" / X
x.com/transhumanica/status/1980263840752500854
Oct 25, 2025
24
(1) Michael Nicoletos on X: "The world is looking at the wrong risk. Everyone’s obsessed with #inflation. But the deeper I dig into China, the clearer it becomes: #deflation is the real threat lurking in global markets. China isn’t just slowing down, it’s trapped in a deflationary spiral. Mountains of bad" / X
x.com/mnicoletos/status/1981258684278743080
Oct 24, 2025
3
(1) StockMarket.News on X: "China’s economy is caught in a serious imbalance, it builds and invests a lot but people don’t spend nearly enough. In most countries, household spending everything people buy from food to furniture makes up around 60% of GDP. In China, it’s barely 37%. Meanwhile, investment" / X
x.com/_Investinq/status/1981347630417424509
Oct 24, 2025
3
(1) Michael Nicoletos (@mnicoletos) / X
x.com/mnicoletos
Oct 24, 2025
1
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