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
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