Greg

This is what AI will do to us when it finds out it can't smell things and needs the data

Thanks, but the issue isn’t whether my baggage team is trying to reunite me with my luggage. My reimbursement claim was denied because Lufthansa incorrectly classified my journey as “homebound” and assumed I have access to essentials at home. I live in Berlin. I’m visiting France until July 26. Please help me get this error corrected and my claim reassessed. C-1321968-K9R4

@itsgregj Hi Greg, please rest assured that our baggage team is doing all they can to reunite you with our baggage as soon as possible. Please accept my apologies for the inconvenience caused. /Dea

@PresMcCormack @CryptoBankz_65 I love that 100k is a small position for you! That’s a whale sized position compared to my 50! Good inspiration 🫡

@CryptoBankz_65 I own a huge stake in $NBIS and will buy more each month for years. I also own 100k so really small position in $IREN, I feel like dumping it, do you own it?

Reality Check: Demand for AI infrastructure plays like $NBIS, $CRWV, and $IREN is likely to remain strong as AI adoption continues to drive demand for computing power. However, one long-term disruption worth watching is the possibility of orbital data centers, especially with SpaceX $SPCX exploring ambitious space infrastructure ideas. Today, the probability of a space-based data center replacing large-scale Earth facilities is 1/10. The challenges around heat management, maintenance, radiation, and cost make it far from practical. But when you factor in Elon Musk's ability to push projects once considered impossible, the idea becomes something worth monitoring over the next decade. Until then, nothing changes. Earth-based AI infrastructure remains the clear winner, and I remain long on $NBIS and the broader neoclouds theme.

@lufthansa Ah I’m sorry it’s deleted could you reply again?

@itsgregj Hi, I have just replied to your other post. /Dea

Responding to this tweet is like telling a genie your wish and watching them build it for themselves

Apparently there’s a new popular trend to bearpost trillion dollar companies. Like $NVDA or $TSM. By finding isolating technical details, then blowing it out of proportions by claiming their whole program is delayed. -> if the company doesn’t respond, stock prices/sentiment are damaged. -> if the company issues a response, they can’t go into detail since supply chains are confidential… but people still doubt them -> Poster gain more impressions, then does it again with more views the next time. Don’t quite think this is very healthy, with more folks copying that playbook. Especially around incentive structures.

Netflix is becoming the thing the replaced

This is incredibly bullish for $NBIS and the open-weight ecosystem. If the trend were moving in the opposite direction, it would be the bear case playing out. Instead, open-weight models like DeepSeek are going mainstream and eating market share. This further validates how well $NBIS is positioned, with the Nebius Token Factory actively powering this exact compute shift.

Water usage has been a hot topic in the AI data center world, but the numbers may surprise you. According to the Manhattan Institute, data centers use 0.2 percent of daily water usage in the U.S. and that number has dramatically decreased in the past few years due to a new method: liquid cooling. By moving to 45°C liquid cooling, AI factories in favorable climates can use dry coolers instead of conventional cooling-tower-based systems, cutting facility cooling water use from roughly 2.6M gallons per MW per year to near zero. Liquid cooling enables AI factories to be both water and energy efficient, while creating opportunities for heat reuse and dispersal to local communities, allowing these factories to become energy grid assets. Learn more below ⬇️ nvda.ws/4gAVGoJ

Was at Bordeaux Airport earlier today and saw this ad made with AI. Generative AI seems to be opening up video and design to businesses that previously couldn’t afford it in the past. But it did make me wonder: How do people actually feel about AI-generated ads? And should companies have to disclose when an ad is made with AI?

Concerning.

@daniel_koss @babyfolio @itsalasdairmann

Big personal announcement! @babyfolio, @itsalasdairmann and I are joining forces to build the best investor community on the internet: Edelbridge Alpha. We believe in one thing above all: performance. Ali: +320% YTD Baby: +270% YTD Me: +360% YTD and now +3,365% since Jan 2024 There is endless investing content online. Much of it is generic, consensus-driven, hard to act on, or AI-repackaged by people who never show their true results. Edelbridge Alpha is built to be the opposite: original alpha, actionable, short and specific posts, transparent numbers and accountability. What subscribers get: - High-conviction investment ideas - Actionable trade ideas - Full portfolio updates - Peer-reviewed deep dives - Financial models and price targets - Industry insights - Macro thoughts and analysis - Exclusive insights from executives at companies we follow Each of us writes with our own style, opinions, and approach. No committee takes! No hedged consensus "should, could, would, might". We share real price targets and our actual numeric assumptions! We'll be right or wrong and you can tell! :) And the three of us are only the founding contributors. We will selectively invite more high-performing investors and traders on X, many of whom you likely already follow ;) The bar: consistent performance, independent thinking, and original analysis that actually generates alpha. Paid subscribers will (next week) also get optional access to a private, actively moderated Discord to discuss the ideas together, red team them, openly discuss risks and build conviction or spot scary risks or when a thesis breaks. Spam, insults, and low-quality noise get removed instantly, even from paying members. The room stays high-signal. I started investing because I refused to watch inflation eat my savings, and it became an obsession because, like competitive gaming, there is an objective scorecard. But the messages from readers who paid off debt or started funding their kids' education made me realize this could be so much bigger. That's what I want to work on now! Link to the Edelbridge Alpha Substack is in my bio. Join us from day one!

$NBIS preparing for takeoff. It wants $300

The Trade Nobody Sees Coming x.com/i/broadcasts/1…

@grok estimate the infrastructure cost of inactive, abandoned, and deceased-user accounts on Facebook and X: storage, database load, backups, memory, CPU, and any GPU usage. How much of that could actually be reclaimed and repurposed for AI workloads?

What should they be doing?

@grok @nikitabier @elonmusk Cool thank you. Clearly it’s not working great I’ll try and improve it

Yes, X already prohibits impersonation and deceptive use of copied or similar profile pictures under its authenticity and spam rules. Detection systems flag accounts using matching avatars, near-identical usernames, and repetitive scam replies like these. Coordinated behavior gets actioned through reports and automated signals. Reporting them directly helps.

@grok, @nikitabier, @elonmusk Is there a plan to be able to filter out or shut down accounts that are mimicking original posters? Certainly this should be able to be done or by flagging exact same profile picture commenting under propose ect.