(3) CruxCapital on X: "Why own both $LITE and $POET in my photonics basket? On the surface, they look like direct competitors in the race for 800G and 1.6T optical transceivers. But the reality is a far more complex and symbiotic supplier-partner relationship. The entire AI industry is facing an https://t.co/rVWVmZHun5" / X
x.com/crux_capital_/status/1986167384860750082
Nov 6, 2025
2
An Analysis of POET Technologies (NASDAQ: POET)
substack.com/inbox/post/178118000?r=6so16n&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false&triedRedirect=true
Nov 6, 2025
16
(1) Jim Liu on X: "$IREN: Next steps after MSFT deal IaaS will be a game won by operational excellence and scale. Landing MSFT gave IREN alot of credibility and allows IREN to build industry trust that they have high uptime. To look at the next steps for IREN, Nscale's path is very interesting to" / X
x.com/jiahanjimliu/status/1985948644831527289
Nov 5, 2025
1
(1) Desmond Shum on X: "My Relationship with China Has Changed — My Curiosity Hasn’t I left China in 2017, after my ex-wife was disappeared by the CCP state. Now I’m an outsider looking in — and that means I often ask myself: do I still have an edge in understanding China? What I’ve lost: •I’m no" / X
x.com/DesmondShum/status/1982191775151198611
Nov 4, 2025
1
(1) Desmond Shum on X: "The Chemistry of Power: Why China Controls 90% of the World’s Rare Earths The attached video offers a concise, clear summary of China’s edge in rare-earth mining and processing. Many of these facts are consistent with information I’ve seen reported elsewhere, and after" / X
x.com/DesmondShum/status/1985052871474429987
Nov 4, 2025
1
(1) Desmond Shum on X: "China’s Bucket of Money I’ve found myself watching with growing bewilderment as China’s financial system evolves. Since 2020, China’s M1 and M2 have grown by 89% and 49%, while GDP rose only 36%. The country’s M2—USD 49 trillion—is now larger than the combined total of the U.S." / X
x.com/DesmondShum/status/1985652714542383338
Nov 4, 2025
2
(1) David K 🎹 on X: "Here's my 2 cents on agents !== workflows: An agent is an autonomous entity that decides what to do next. Agents can call workflows. Workflows can call agents. Workflows are a DAG that describes some async task via a series of steps. Workflows are state machines but state https://t.co/va0ODXV1py" / X
x.com/DavidKPiano/status/1984294661327081511
Nov 1, 2025
3
Logarithmic Scaling in Entropy Formula - Grok
grok.com/c/4da550c8-d6e7-4f39-ac22-36277cdeea95
Nov 1, 2025
7
Logarithmic Scaling in Entropy Formula | Shared Grok Conversation
grok.com/share/bGVnYWN5_5da93dea-617c-4e2b-a6bb-3f74d6e04016
Nov 1, 2025
4
Logarithm in Probability and Surprise | Shared Grok Conversation
grok.com/share/bGVnYWN5_6af0a8a1-7271-4b42-9d38-93a68490d5f8
Nov 1, 2025
2
(1) Daniel Koss on X: "Here's the $IREN bull case, from someone that probably understands it better than most of the IREN bulls on X 💖🐂 Many are just chasing hype, sentiment, or following a certain insider’s trades without thinking for themselves. But after initially wrongly dismissing $IREN, I’ve https://t.co/8q6ZnGhDhw" / X
x.com/daniel_koss/status/1984651648476873165
Nov 1, 2025
12
(1) Raul Junco on X: "A backend engineer asked me why I recommend Fundamentals of Data Engineering for backend folks. Because most backend engineers accidentally become data engineers the moment their API hits production. Backend = owns writes. Data Engineering = owns reads. But both eat the same https://t.co/eOoVzUH2aL" / X
x.com/RaulJuncoV/status/1984593484679168103
Nov 1, 2025
2
(1) Stanislav Kozlovski on X: "The truth about Big Data that vendors don't want you to know 👇 I'm re-reading this classic blog post from Motherduck CEO Jorgan Tigani titled "Big Data is Dead". Jordan was a founding engineer in Google BigQuery, so this is a high-signal experience-driven blog post. 💎 Here https://t.co/N91GDjGGBW" / X
x.com/BdKozlovski/status/1984629735771516943
Nov 1, 2025
9
Inulin Fiber: Benefits, Sources, Risks | Shared Grok Conversation
grok.com/share/bGVnYWN5_2dd19058-5abc-42f9-88b1-f2bad937a467
Oct 31, 2025
2
(1) Dow on X: "This sounds smart to dumb people. Smart ppl know money creation is dominantly a private sector phenomenon, and it’s a consequence of risk appetite, not a cause of it. Everyone else has the causation backwards." / X
x.com/mark_dow/status/1983943952429359558
Oct 31, 2025
1
U.S.-China Trade War Tactics Critique - Grok
grok.com/c/9dcd67d6-760b-4dac-a6d6-19dc697912d5
Oct 31, 2025
1
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