The Compute Investor

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The Compute Investor

The Compute Investor

@ComputeInvestor

Mapping the energy boom powering AI. ⚡ Nuclear, Grid, & Data Center stock analysis for the smart investor. Join other investors getting the weekly edge 👇

USA / Silicon–to–Power Grid Katılım Kasım 2024
3K Takip Edilen1.9K Takipçiler
The Compute Investor retweetledi
AskLivermore
AskLivermore@asklivermore·
Listen to me. This is your chance to retire your entire bloodline in the future. AI stocks will go 2X - 5X. But one of the only HUGE opportunities to make 10X is in rare earth elements. My estimated timeline: - 2026 - 2028 (1 - 2 years): chop and volatility. China's policy shocks will drive 50% - 100% moves. Do not panic, this is normal. - 2028 - 2030 (2 - 4 years): first real shortages emerge. Re-ratings will happen here. AI/robotics/EV booms and uptrends will start. - 2030 - 2035 (4 - 9 years): peak multi-baggers once demand triples. Full vertical integrations here and euphoria time. My favorite rare earth stocks: 1. $MP - Pentagon, $AAPL, are major shareholders and partners 2. $USAR - U.S. Department of Commerce is a partner and backed by BlackRock / Vanguard 3. $UUUU - big backer by the U.S. Government 4. $CRML - BlackRock, UBS, and State Street backers 5. $NB - Department of Defense backer It's still early. Start accumulating and please thank me later by buying me a yacht.
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The Compute Investor retweetledi
St🅾️ckBender 🛰️🅰️🔋💊⚛️🚀
St🅾️ckBender 🛰️🅰️🔋💊⚛️🚀@Lajartinho·
QuantumScape $QS targets premium, high-performance segments where its solid-state lithium-metal batteries deliver superior energy density, faster charging, better safety, and longer life compared to conventional Li-ion. This positions them well for applications prioritizing compact, high-power batteries. Consumer Electronics Battery TAM: The consumer electronics battery TAM (phones, laptops, wearables, etc.) is projected to reach approximately $45–60 billion (or higher in broader estimates up to ~$180B by 2035 in some reports) in the coming years, growing at a strong mid-double-digit CAGR in relevant high-performance segments (e.g., ~16% in some electronics battery forecasts). $QS is early-stage in consumer electronics testing (low/zero external pressure cells suit slim devices; they've shown good cycle life in labs for 500–1,000 cycles). Success here could mean thinner/lighter devices or longer runtime, but automotive/EV remains the primary focus initially. High-Quality Electronics and AI Mobile Phones: Premium/high-quality electronics needing high energy density are a fit, especially as AI features drive power demands. On-device AI (inference, generative tasks) increases compute loads, straining batteries—leading to needs for higher density, high-discharge capability, and fast charging without bigger/thicker devices. Companies are already pushing silicon-anode solutions (>900 Wh/L) for AI smartphones. $QS solid-state tech could offer even better density/safety/profile advantages if they adapt formats successfully. Broader expansion into data centers, defense, aerospace, and robotics further expands the TAM beyond EVs (potentially multi-hundred-billion overall battery opportunity). $QS's addressable slice depends on commercialization (B-samples shipping, Cobra process scaling, PowerCo JV). They aim for licensing/royalty model (high margins). Even modest share in premium segments could be huge. Full EV + adjacent success points to massive upside. The stock is dirt cheap for one of the most cutting edge and revolucionary technology out there. JDA names will come to light and investors are going to pile up at 50$, now at 7$. NFA.
St🅾️ckBender 🛰️🅰️🔋💊⚛️🚀 tweet media
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Jeff Ruland’s Brick Wall
Jeff Ruland’s Brick Wall@RulandBrickWall·
@KalanisCalves Those 10 therapists who work for you can provide their services without you. Your practice simply makes it a little easier for them to find patients. You need them 100x more than they need you. You seem to fail to understand that.
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Spencer
Spencer@KalanisCalves·
This is what our society fails to comprehend. If I work as a physical therapist, and I’m good, I’ll make $100,000/yr. And pay $15,000 in taxes. I can see 60 patients per week. But that’s the end of it. No additional tax money, no more patients can get my services. I provide a living for myself and my family. If I own a practice and employee 10 therapists that each make $100,000, now I’m providing a living for 10 families, and because of my efforts there is now $250,000 in tax revenue. So why should businesses get taxed more? Why should they even have to pay payroll taxes? My value to society is way more than 10X at this point. But the vast majority of Americans can’t comprehend that, neither do our congressional representatives.
CNBC@CNBC

Jeff Bezos: "If I do my job right, the value to society and civilization from my for-profit companies will be much, much larger than the good that I do with my charitable giving."

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Xander
Xander@SmokeySnipe·
$MSFT is cooked. FML
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Tom Elliott
Tom Elliott@tomselliott·
Jeff Bezos explains to @AOC how billionaires are created: providing at least a billion dollars in value to society -- the opposite of exploitation. Bezos: "Let me give you a simple example. Let’s say you start a burger joint, and you have 10 employees, and you make a little bit of money.” SORKIN: “Right.” Bezos: “Until you have — this is — this just one — one outlet. And by the way, these are the most delicious burgers in the world. People love your burgers, Andrew. And so then, you open a second outlet —” SORKIN: “Right.” Bezos: “— and now you’re making a little bit more money, and you have 20 employees. Nd you open a third outlet. By the time you’ve opened a thousand outlets, you are a billionaire.” SORKIN: “Right.” Bezos: “And by the way, this is a real life story, it happens all the time, it’s In-N-Out Burger, it’s Raising Cane’s Chicken. At what point did that money all of a sudden become unethical, or it didn’t? There was one outlet, and then there were two, and then there were three. What you’re doing — the way — the way you make a billion dollars, or a hundred million dollars, or 10 million dollars, or anything, is you create a service that people love. And if millions of people choose your service, you’re going to end up with a billion dollars.” SORKIN: “Right.” Bezos: “And you can, you know, just try it with a chicken franchise.” SORKIN: “Do you think though —” Bezos: “But your chicken has to be good.”
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The Compute Investor retweetledi
Kevin Chen
Kevin Chen@Defiantclient2·
$QS: My updated list of favourite DD links for @QuantumScapeCo 👇 Read the latest quarterly presentations and shareholder letters: ir.quantumscape.com/resources/even… QS 101 by Co-Founder & CTO Tim Holme: x.com/Defiantclient2… February 2026 Bloomberg Interview with Tim Holme: x.com/Defiantclient2… What is QS? (High level summary Part 1): reddit.com/r/QUANTUMSCAPE… Where is QS? (High level summary Part 2): reddit.com/r/QUANTUMSCAPE… When is QS? (High level summary Part 3): reddit.com/r/QUANTUMSCAPE… MUST WATCH video by Ricky of TwoBitDaVinci at the Eagle Line Inauguration Event: youtube.com/watch?v=aUT6LP… High level summary: topsecretstocks.substack.com/p/quantumscape… Summary of CTO Tim Holme in "Batteries Included" podcast in June 2025: x.com/JKeynesAlpha/s… JKeynes multiple DD links: x.com/JKeynesAlpha/s… Summary of TSLA speculation: x.com/topsecretstock… Panasonic DD/speculation: x.com/Defiantclient2… Comparing SSB techs: reddit.com/r/QuantumScape… Why the Real Risk for Quantumscape Is Execution, Not Competition: reddit.com/r/QuantumScape…
YouTube video
YouTube
Kevin Chen@Defiantclient2

$QS: Chemistry in Action: Episode 1. From Atoms to Autos - Reinventing batteries with Dr. Tim Holme Really great ~19 minute interview here with @QuantumScapeCo Co-Founder and CTO @ironmantimholme! This might be the best QS 101 video I have ever seen. Concepts discussed ✍️ Introduction to Battery Technology + What is a battery? + Solid state batteries - a primer + What is a separator? + Ceramic processing + Why do batteries fail? Scaling Up Battery Production + Challenges of scaling up + Battery safety - how do you manage it? + Sustainability in batteries The Journey of a Scientist + Childhood spark + Lessons from failure + A day in the life of a scientist + Advice on skills needed by students to succeed + Motivation for students to pursue physical sciences youtube.com/watch?v=VfrA9-…

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Ximes
Ximes@FatherXimez·
last 48 were rough with Iran news but we back baby
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Anish Moonka
Anish Moonka@anishmoonka·
Take too much Ozempic, and your brain stops wanting things: food, sex, even the urge to get out of bed. People end up in hospital beds for days, staring at the ceiling, feeling nothing. The medical name for that state is anhedonia, and it tells you how the drug actually works. Ozempic, Wegovy, and Mounjaro all belong to the same drug family, called GLP-1s. They kill hunger. They also quiet almost every other craving your brain produces. Inside your brain there is a small region that makes a chemical called dopamine. Dopamine is your brain’s “this is worth wanting” chemical, the reason you reach for one more bite of pasta, refresh your inbox one more time, or pick up your phone every few minutes. GLP-1 drugs reach that region and turn the dopamine down. The right dose dampens the loudest craving first: food. Take too much, and the volume drops on everything else, sex, exercise, work, even the urge to get out of bed in the morning. Anhedonia is the medical name for not feeling pleasure from anything at all. It looks identical to deep depression. The good news is that anhedonia from GLP-1s has an off switch: once the drug clears your system, the wanting comes back. The FDA has logged over 1,150 reports of bad reactions tied to compounded GLP-1s through July 2025. These are custom-mixed versions made by smaller pharmacies. In many of those cases, patients accidentally took five to twenty times their prescribed dose. The cause is usually confusion between milliliters and units when measuring out a dose with an insulin syringe, since compounded versions come in plain vials instead of the pre-filled pens that brand-name Ozempic uses. About 15 million Americans currently use a GLP-1, roughly one in eight adults. Around 75% of them eventually quit. Cost and side effects are the top reasons. A growing number describe a third reason that patients call “the lights dimming,” a flat, gray feeling across the whole day that doctors now recognize as anhedonia caused by the drug itself. This same mechanism has caught pharma’s attention. Eli Lilly is now running two large clinical trials with a combined 2,200 patients to see if a GLP-1 drug can treat alcohol addiction. The bet is that the same brain switch that turns off cravings for food can also turn off cravings for alcohol, cocaine, nicotine, and gambling. A 2026 psychiatry review put it bluntly: doctors should be treating these as psychiatric drugs, because that is what they have turned out to be. The drug works by quieting your brain’s signal that something is worth wanting. A normal dose turns the volume down on food cravings. Push the dose too high, and everything else goes quiet too.
Overlap: Business & Tech@Overlap_Tech

Sam Altman Overdosed on GLP-1s⁣ ⁣ "Taking enough of it makes you have not a desire for anything else. Few days laying in a hospital bed staring at a white ceiling thinking nothing, not wanting anything." — @sama

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THE SHORT BEAR
THE SHORT BEAR@TheShortBear·
No IRS supervision, almost $1b in government contracts... Deals for all major private companies, most of them close to the white house or used by them. Unreal.
Drop Site@DropSiteNews

Financial Times reports that Donald Trump Jr.’s venture capital firm, 1789 Capital, has grown from roughly $200 million to $3.5 billion in assets while pitching an “America First” investment strategy centered on “patriotic capitalism.” The Palm Beach-based firm says it aims to reach $10 billion in assets and has invested heavily in AI, defense, and tech companies including Databricks, Groq, xAI, SpaceX, and Anduril. One partner told the FT the firm hopes to become a new Carlyle Group-style powerhouse, using deep political connections in Trump’s Washington to build influence and attract capital.

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cek
cek@cekdrew·
WOW! $MP $USAR $UUU $UAMY China plans to impose mining controls on certain strategic minerals to ensure supply security and protect the finite resources. The new rules will take effect from June 15 and allow Beijing to control total output, restrict mining entities and run security reviews on foreign investments in mining that could pose a risk to national security, according to a government notification published by the official Xinhua News Agency.  It didn’t specify which minerals will be impacted. Any adjustment to the list of strategic mineral resources will assess factors like economic importance, national security, domestic requirements and supply chain resilience, according to the regulation.
Bloomberg@business

China plans to impose mining controls on certain strategic minerals to ensure supply security and protect the finite resources. bloomberg.com/news/articles/…

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O.W. Root
O.W. Root@owroot·
I was in high school in this era during the early 2000s. It wasn't a glorious golden age or anything, but compared to today, it actually was pretty great. Largely because of the lack of social media and phones but also because society wasn't actually nearly as insane. Woke didn't exist and a lot of general presumptions of the generation before still existed in some form. It wasn't historically glorious, but it was pretty normal.
internet archiva@internetarchiva

“It’s weird seeing people just chilling without their phones” High school in 2000s:

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GitHub
GitHub@github·
If any impact is discovered, we will notify customers via established incident response and notification channels.
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GitHub
GitHub@github·
We are investigating unauthorized access to GitHub’s internal repositories. While we currently have no evidence of impact to customer information stored outside of GitHub’s internal repositories (such as our customers’ enterprises, organizations, and repositories), we are closely monitoring our infrastructure for follow-on activity.
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Chris Martenson
Chris Martenson@chrismartenson·
My country is politically broken. Ed Gallrein is despised by his own fellow SEAL team members, so the perfect man for the Adelson club. Massie was hated by the current DC crowd for one reason - he has integrity.
Mario Nawfal@MarioNawfal

🚨🇺🇸BREAKING: Thomas Massie is OUT. Ed Gallrein is projected to win the Kentucky 4th primary, 54.4% to 45.6%. The man who introduced the Epstein Files Transparency Act, voted against Iran, and wanted AIPAC registered as a foreign agent just got bought out by $35M ... The most expensive primary in history closes.

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Glitch
Glitch@Glitch_Trades·
Remember this.. Once X becomes overly bullish on a ticker, it’s time to get out.
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The Compute Investor retweetledi
Pepe Invests
Pepe Invests@pepemoonboy·
Investors see $IREN: 1. Acquire a PR company 2. Put a 300k+ follower FinX influencer on the board of directors to shill their stock 3. Continuously dilute shareholders through ATM offerings Retail: “Take my money”
Serenity@aleabitoreddit

$IREN back down -34% from $70 to $46. I wonder if one of the dumbest communities on X finally learned to read? $NBIS is objectively the better Neocloud, with actual financing. -> Nvidia didn’t fund $IREN at all. They got a free purchase agreement to let IREN use their logos and dilute for GPUS. $NVDA actually gave $NBIS capital. -> $IREN is facing endless dilution like $BKKT, $ASST, $SLNH as retail wealth transfers capital over from $6,000,000,000 ATMs, on a dwindling “5 GW capacity” moat. $NBIS actually uses equity appreciating financing structures. And this is reflected in the YTD differences between them both. I’ve said the same thing last year too. One is up ~100%. The other is flat, and even negative depending on entry points. IREN is literally a marketing company at this point by how they manage to convince retail to wealth transfer over capital.

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Kevin Xu
Kevin Xu@kevinxu·
tis but a scratch
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Keşfet

@RulandBrickWall @KalanisCalves @SmokeySnipe @BA_RiskPremium @tomselliott @AOC @QuantumScapeCo @FatherXimez