Jennifer Jones

Hope everyone in the $NIXX AI community had a good weekend. Look forward to this week together. Looks like weakness in AI Chip stocks kicking off the week. NIXX still has the best undervalued entry point into the AI data center infrastructure sector compared to $NBIS $CRWV $IREN

The future of AI scale-up is optical. With global fiber supply already strained, how you transition to photonic interconnects matters. Lightmatter's industry-leading Passage BiDi architecture, built for NVIDIA's NVLink Fusion ecosystem, was designed for exactly this constraint. By enabling simultaneous bidirectional signaling over the same optical paths, our BiDi links cut required optical fibers and connectors in half. “Integrating Lightmatter’s advanced photonic engines into the NVLink Fusion ecosystem provides our partners and hyperscale customers with more choice and flexibility to build specialized, energy-efficient AI infrastructure at unprecedented scale.” –Ashish Karandikar, Vice President of Engineering, NVIDIA lightmatter.co/press-release/… #BiDi #SiliconPhotonics #AIHardware #NVIDIA #NVLinkFusion

@daaapollo908 @JenniferCJones_ Loading up more $NIXX to make this my biggest public long position. Larger private is @LightmatterCo @neurophos leading the photonics AI infrastructure, and @Fraud_net on AI fraud prevention infrastructure. Which $NVDA’s Jen’s says is one of the biggest challenges #AI faces.

@daaapollo908 📈You have to literally be insane to short in front of the $NIXX AI freight train. Especially when all comps stock charts of $NBIS $IREN $BRUN $APLD $WULF look like this. PLUS when you look at how much market cap expansion upside there is supported by strong fundamentals 📈

Just found this very interesting $NIXX comp $SHAZ on Instagram. Scroll thru the story, look at the rev numbers and who is involved ie $NVDA and Leopold, look at the chart, @nixxyofficial Tachyon are exponentially better positioned in every comp point instagram.com/p/DaWpiJnARtr/…

Holy $NIXX shit this is beyond #AI HUGE 🚀Posted on LinkedIn by the CEO of Tachyon. Very very smart strategy building the next generation of AI infrastructure as an integrated ecosystem. Taken directly from the $NVDA strategy and play book. linkedin.com/posts/shahalkh…

I wouldn’t be surprised if post $NIXX Tachyon AI data center merger. Which is any day now. We don’t see large partnerships announced with Nvidia $NVDA SuperMicro $SMCI + others. They’re some remarkable next gen energy CO’s such as @PeakEnergy that would make Tachyon very advanced

The industrial robotics and physical AI revolution is here.

2.1M U.S. manufacturing jobs unfilled by 2030. 72% of employers can't find workers. That's not a robots-vs-jobs story. That's an open-req story. Automation fills the shift nobody's applying for.

Nixxy $NIXX and Tachyon 9 plan up to 1GW data center campus in North Dakota. First 120–150MW of capacity is targeted for the second quarter of 2027 datacenterdynamics.com/en/news/nixxy-… #AI #DataCenters $NBIS $CRWV $IREN

@M1tanker1966 I am reporting and blocking all of them.

$NIXX most punchable face on X right now.

@antgrasso Love this info graphic. Thank you @antgrasso!

AI will not improve supply chains by adding another model, but by starting with clear operational goals and making data usable for teams that must act in real time. Start with the problem, not the model, or AI becomes another layer of complexity. Microblog by @antgrasso That clarity matters because data then becomes the practical foundation. Information from vehicles and routes must be accurate enough to guide decisions, otherwise AI only makes weak inputs move faster. The model has to fit the logistics reality. Route optimization and prediction tools are useful when they connect with existing systems and support the way dispatchers and planners already work. Real-time decision support is where the impact becomes visible. Live data can help teams adjust routes and respond faster when conditions change. People still make the difference. Teams need to trust the recommendation, but they also need the confidence to override it when reality requires it. AI in supply chains works when it is treated as an operational path, not as a plug-in.

Great to see @LambdaAPI super intelligence cloud in the @Gartner_inc Cloud AI Infrastructure Magic Quadrant. They are the first to step ahead integrating photonics. Which is the future of all AI infrastructure.

@Cryptoviirally @authologic Well, well said. I look for the “do as you say, and say as you do” aspect of companies. There are to many who k er promise and only deliver on 20%. @authologic has done a fantastic job executing.

@JenniferCJones_ @authologic Love seeing consistent execution instead of just hype. Wishing the team continued success—excited to follow the journey. 👏

Google launches digital ID verification partnership with @authologic. Authologic integrated Google Wallet credentials into its OmniID platform, allowing businesses to perform KYC/AML verification using Google ID Pass and other digital identity attributes. pymnts.com/authentication…

The next-generation data center platform combining GPU and power. @nixxyofficial $NIXX announced $1 Billion AI infrastructure buildout with Tachyon9 to create a new AI hyperscale data center infrastructure and energy platform. trajectoryventures.vc/uncategorized/… $NBIS $BRUN $NVDA $CRWV

@PepInvestStocks @aleabitoreddit I highly recommend analyzing $NIXX. Very much in your wheel house and you will find an underlying AI infrastructure asset in development that’s a good $BRUN $WYFI comp. Look forward to your thoughts trajectoryventures.vc/ai-innovation/…

@99QQ111971 Agreed 100%, my 2 highest conviction are 👉 $SECZ the global tokenization of the financial markets. 👉 $NIXX next generation AI Data Center infrastructure. Both are very well positioned to create meaningful enterprise value, with teams that can execute.

@daaapollo908 @gsgreenberg It’s a good long term hold with a part of the position to trade the fluctuations while holding the core. That’s once it gets up to the $20 $NIXX price range.

Leopold Aschenbrenner and Situational Awareness have expressed interest in the $SKHY IPO at a reported $28B valuation. This could be another addition to their ultra-long AI portfolio, which includes $NBIS, $CRWV, $IREN, and a recently added 19.9% stake in $SHAZ.