(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
Astera Labs: Rapid Growth And Newfound Profitability (NASDAQ:ALAB)
seekingalpha.com/article/4800451-astera-labs-rapid-growth-and-newfound-profitability
Jul 16, 2025
4
MP Materials: Promising Partnerships To Boost Scaling (NYSE:MP)
seekingalpha.com/article/4801571-mp-materials-promising-partnerships-to-boost-scaling
Jul 16, 2025
11
Niocorp: Opportunities and Risks Analysis - Grok
grok.com/chat/0706a7b6-579d-40b3-b791-10621f4b53b5
Jul 15, 2025
1
NioCorp: Opportunities and Risks Analysis - Grok
grok.com/chat/eb0b43b7-f936-4451-815b-2b2d2af31a30
Jul 15, 2025
3
Glasp - Obsidian plugin to import highlights and notes from Glasp
www.obsidianstats.com/plugins/glasp
Jul 14, 2025
1
Shortform | The Power of Regret
www.shortform.com/app/book/the-power-of-regret
Jun 14, 2025
10
Clearpoint Neuro (CLPT): Investment Thesis Explained
mvcinvesting.substack.com/p/clearpoint-neuro-clpt-investment
Jun 6, 2025
2
Precision & TG Therapeutics: Unlocking Value With ARCUS, BRIUMVI And Azer-Cel (NASDAQ:DTIL)
seekingalpha.com/article/4767872-precision-and-tg-therapeutics-unlocking-value-with-arcus-briumvi-and-azer-cel
Jun 4, 2025
2
The Metals Company (TMC): These Are Not The Metals Trump Is Looking For
seekingalpha.com/article/4776255-the-metals-company-these-are-not-the-metals-trump-is-looking-for
Jun 4, 2025
3
(3) Jack Prescott on X: "The Philosophy Behind AbCellera's Approach to "AI" " / X
x.com/JackPrescottX/status/1927739509774471449
Jun 3, 2025
3
(3) Linden on X: "WHEN and WHY does $ABCL use AI? TL;DR: AbCellera is a leader in AI for biologic drug discovery. However, its differentiation in antibody discovery lies in its stacking capabilities—microfluidics, TetraGenetics, OrthoMap, Trianni, data—coupled with AI. To begin with, AI is a https://t.co/FtuN1bipcr" / X
x.com/iHooghvorst/status/1927382119312920679
Jun 3, 2025
7
Lin on X: "The market continues to show remarkably few signs of weakness. Is it stretched? Yes. Are we due for a pullback? Sure. Are some parts of the markets overheated? Yes. But even so, leading stocks continue to be accumulated, and that's hard to ignore. And as long as my positions https://t.co/GieRpfpSQQ" / X
x.com/Speculator_io/status/1928537810971033948
May 31, 2025
4
Tim on X: "$ASTS What many retail and institutional investors don't know is that AST Spacemobile, Ligado, SpaceX and Echostar are currently in regulatory battles (Echostar v SpaceX) or bankruptcy court cases (AST v Ligado with Inmarsat) that will determine the quality of the US D2D offering" / X
x.com/Tim_X94/status/1928068353937076288
May 29, 2025
3
Mark Hubbard. on X: "@JKeynesAlpha LOL. $IONQ is so under your skin since you got out of this trade :) I also saw your biblically long post on this same issue. I'm all the time assessing, but this is my position as for now, in my own novel length post: 1. Insider Selling: These insiders selling is normal," / X
x.com/MarkHubbard33/status/1927916963118076149
May 29, 2025
5
Grok
grok.com/chat/24e589d0-f486-42aa-a418-11265a836cd0
May 25, 2025
1
A Second Search for Bash Scripting Alternatives - Monzool's Personal Publishing
monzool.net/blog/2024/07/14/a-second-search-for-bash-scripting-alternatives/
May 23, 2025
4
Post-Quantum Cryptography: BTQ vs. SEALSQ - Grok
grok.com/chat/191b84cc-50a4-4439-b580-e41ed6e2eb3d
May 23, 2025
1
D-Wave Stock: The Only Quantum Computing Company For A Decade (NYSE:QBTS)
seekingalpha.com/article/4749279-d-wave-the-only-quantum-computing-company-for-a-decade
May 21, 2025
1
Intuitive Machines: The Only Play For The Final Frontier (NASDAQ:LUNR)
seekingalpha.com/article/4685410-intuitive-machines-the-only-play-for-the-final-frontier
May 21, 2025
5
(2) Hiten Shah on X: "The biggest bottleneck isn’t execution speed. It’s the lag between action and feedback. If you optimize for speed to feedback, everything else gets easier." / X
x.com/hnshah/status/1902414012907737186
Mar 19, 2025
1
(1) Izzy on X: "PAZAR OKUMASI: Kendiniz okuyun ve karar verin istedim Stagflasyon gerçekten geliyor mu? Okuyunuz ve okutunuz ltf. Stagflasyon, ekonomi literatüründe "durgunluk" (stagnation) ve "enflasyon" (inflation) kelimelerinin birleşiminden türetilmiş bir terimdir. Bir ekonomide düşük" / X
x.com/FinancewithIzzy/status/1898680639601176868
Mar 9, 2025
2
Learning all VSCode shortcuts evolved my developing habits
tkainrad.dev/posts/learning-all-vscode-shortcuts-evolved-my-developing-habits/
Feb 26, 2025
11
Grok: Cursor Alternatives
grok.com/chat/edc9421d-84ca-479c-8eba-cb92157685bb
Feb 24, 2025
1
(1) Shay Boloor on X: "The Robots Are Not Coming They Are Already Here Artificial intelligence has reshaped industries through software-driven efficiencies, predictive analytics, and automation. But its next frontier -- Physical AI -- will be even bigger. The transition from AI as a digital tool to AI https://t.co/coc4PuBOHu" / X
x.com/StockSavvyShay/status/1890755941433593977
Feb 19, 2025
3
Why Top Performers Are Building Third Brains With AI
substack.com/home/post/p-150215301
Feb 16, 2025
1