Gregg Greenberg

Big @Syncware release! ✅ Shopify integration fully migrated to GraphQL. ✅ Reactivated Microsoft Dynamics 365 Business Central, Not On The High Street, Wholesalepet, OmegaNet & Speartek. ✅Kit Breakout Swap support in Cin7 Core, fixed pagination & more syncware.com/blog/syncware-…

100% agree 👉 @Benchmark says Securitize investors should 'strip out the noise' after post-SPAC selloff, reiterated its Buy rating and $16 price target on @Securitize $SECZ theblock.co/post/408511/be… #blockchain

In Virginia—the largest U.S. data center state—the industry supports over $1.5 billion annually in state tax revenue, more than 112,000 jobs and $40b in economic impact nvtc.org/press-releases…

Ecommerce infrastructure leader @Syncware_ acquired MAPP Trap to expand wholesale automation capabilities trajectoryventures.vc/ecommerce-inno… #ecommerce via @TrajectoryVC

@Investinc_Intel @AaronRay517 $Nixx Tachyon9 data center campus signs $2.34 billion AI infrastructure deal with Yotta Data Services - @TrajectoryVC trajectoryventures.vc/ai-innovation/…

$NIXX: BWI’s end-to-end AI defense stack powers the $15B Saudi GCC MOUs, with data centers, LLM compute, edge security, server manufacturing & defense tech transfer ready for MENA. Huge government-backed GCC AI sovereignty catalyst.

$NIXX I advice everyone to read this and the rest of it that @PeterBordes posted earlier ! This is nothing short of Amazing!!

Huge $SECZ indicator and conviction with @ARK_Funds $ARKF Blockchain ETF building a position in @Securitize. As they tokenize the finance industry infrastructure. Just getting started.

"A massive boom in institutional adoption" may be on the way in the second half of 2026. @sgoldfed of @Offchain tells @RemyBlaireNews $HOOD is going deep on blockchain, LG is following suit, and $SECZ just hit a major milestone with its publicly available tokenization platform.

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

Lightmatter is in the spotlight in @IEEESpectrum! The latest feature explores a critical turning point in data center architecture as the industry rapidly transitions to optical networking inside the rack. In the article our VP of Product, Roy Kim, breaks down how Lightmatter is solving the copper bottleneck. While traditional methods rely on interfacing optical chiplets to the edges of processors, we’re 3D-integrating silicon photonics as the interconnect fabric inside the package. With Passage photonic interposers, we allow processors to stack vertically—bypassing the edge-routing chokepoints that limit communications bandwidth. The packaging hurdles of the past have been cleared. Today, scale-up networking also requires dense, high-performance external laser solutions. Lightmatter is tackling this head-on by integrating lasers directly onto silicon, driving unprecedented bandwidth density and scalability. Read the full article: spectrum.ieee.org/nvlink-fusion-…

Top 10 platforms by tokenized treasury value. @Securitize leads at $3.1B (20.9%), just ahead of @circle at $3.0B (20.2%) and @OndoFinance at $2.7B (18.2%). @FTDA_US rounds out the top 4 at $2.5B (16.8%) - together the top 4 control over 76% of the $14.9B total. @centrifuge $892.0M (6.0%), @libeara_ $786.5M (5.3%), @WisdomTreeFunds $770.8M (5.2%), @SuperstateInc $695.3M (4.7%), @OpenEden_X $212.8M (1.4%), @galaxyhq $200.5M (1.3%). Source: RWA.xyz

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…

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

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

$SECZ: Quick review of last night's 8-K: insiders & sponsor locked up for 180 days, $2.15 net cash per share, 163.2m shares outstanding: 👇 ✅163.2 million shares outstanding post-deSPAC (includes the 19.735m PIPE shares issued at $10). ✅$351 million net cash (~$2.15 per share) after deal expenses and redemptions. At $7.50 stock price, that means ~29% of the market cap is net cash. ✅Market cap at ~$1.22 billion, BUT enterprise value (EV) drops to ~$872 million after subtracting net cash. ✅ Valuation multiples: Annualizing Q1 2026 revenue gets you ~10x EV/Revenue. Using initial investor deck projections lands around ~8x 2026 revenue. Reasonable for a high-growth company in the tokenization/RWA space, which analysts see expanding exponentially through 2030+. ✅Lock-ups looks as expected: The standard structure for these lock-ups (both for @Securitize rollover shareholders and the Sponsor) is: ➡️180-day total lock-up period from closing. ➡️Strict 90-day hard lock (no sales/transfers allowed, regardless of price — very limited exceptions). ➡️After day 90: Tiered partial releases only if specific VWAP price thresholds are met over a sustained period (e.g., 20 out of 30 trading days above certain levels). ➡️If thresholds are not met: The remaining shares stay locked until the full 180 days expire. No early release.

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

@EricTrump I will never fly into DJT airport.

It’s official! ✈️🇺🇸

Hitting hypergrowth is easy to talk about, sustaining it at scale without losing financial discipline is the hard part. The winners in this AI cycle aren't the companies burning fastest. It's the ones building disciplined systems for metrics, hiring, and pricing that scale as fast as the business does. With our ARR growing 40% year-over-year and a recent $350M round bringing valuation to $7.5B, we are doubling down on product innovation and international expansion while absorbing rising AI costs to give customers time to realize value. Our CFO Samantha Greenberg recently shared how AlphaSense is making it happen: growing ARR past $600M, hiring with intention, and rethinking pricing for the AI era. Read her comments in @CFODive: cfodive.com/news/alphasens…

AI-Powered Audience Marketing as a Services. We believe in technology-enabling services. Our Open Cloud and Audience Service work closely together to create bespoke solutions for our advertising and media partners that drive outcomes collectiveaudience.co/collective-aud… #marketing