of the cave

1.3K posts

of the cave

of the cave

@the7th_sleeper

Every breath of light is a new reality of time. Always learning and trying to educate others to want to do the same.

Katılım Şubat 2025
565 Takip Edilen165 Takipçiler
Sabitlenmiş Tweet
of the cave
of the cave@the7th_sleeper·
The cave of Ephesus, story goes was there was a group of kids who fled Rome in fear of prosecution. God protected them by allowing them to sleep guarded by a Dog and when they woke up ~300 years later they discovered their home was no longer prosecuting people whom had faith in God. The 7 sleepers also have a deeper understanding in Islam where each child represents a level the Heart (Qalb) or the seven holy attributes of the divine face. 1.) Right Ear (Hearing): Representing the ability to hear divine truth, corresponding to a level of spiritual hearing. 2.) Left Ear (Hearing): Representing the balance of auditory perception. 3.) Right Eye (Vision): Representing the insight of the heart and seeing with divine light. 4.) Left Eye (Vision): Representing the observation of the physical world through a spiritual lens. 5.) Right Nostril (Breath/Scent): Representing the intake of spiritual life (divine breath). 6.) Left Nostril (Breath/Scent): Representing the cleansing of the breath. 7.) The Mouth (Speech/Taste): Representing the highest, most comprehensive level, as it is used for praise and consuming "holy sustenance"
English
0
0
3
273
The Bitcoin Historian
The Bitcoin Historian@pete_rizzo_·
BILLIONAIRE GRANT CARDONE TELLS HIS 3,000,000 FOLLOWERS ON YOUTUBE: "MY GOAL USED TO BE OWNING 100,000 APARTMENTS" "NOW IT'S OWNING 10,000 #BITCOIN" LEGENDARY 🔥
English
64
228
2.1K
130K
of the cave
of the cave@the7th_sleeper·
@Jebaim3 $nuai is nat gas powered data centers in the permian $plsr high grade helium $ucu Rare earth refineries
English
0
0
2
196
Jebaim
Jebaim@Jebaim3·
Best names under 2b market cap? - Insiders with skin in the game - Low debt / Low risk of dilution - Turnarounds at an inflection point Any ideas?
English
100
7
156
52.8K
of the cave retweetledi
Financial Skeptic
Financial Skeptic@financialskepti·
#Helium shortages starting to appear #Canada. #Saskatchewan has been cut back 50%. Other provinces must be getting tight. Helium used to cool #MRI machines. Each machine uses thousands of litres of liquid helium and needs to be topped up once/twice yearly. Older machines more
English
1
3
8
464
of the cave retweetledi
EAA Partners
EAA Partners@Eaapartners·
We've published a research report on $NUAI. 438 acres in West Texas. BTM power bypasses the ERCOT queue. Primary Digital team behind $11.6B in data center financing. But a $50M note matures June 30 with no anchor tenant signed. Binary outcome. Link: eaapartners.substack.com/p/new-era-ener…
English
2
5
16
1.5K
of the cave retweetledi
First Squawk
First Squawk@FirstSquawk·
GOOGLE EYES NATURAL GAS AS AI POWER DEMAND OUTPACES CLEAN ENERGY - AXIOS
English
12
38
321
39.2K
of the cave retweetledi
Finance Canada
Finance Canada@FinanceCanada·
With the recent Royal Assent of Bill C-15, Canada is moving forward on a framework for stablecoins. The Department of Finance has begun the development of regulations to support safe, reliable digital payment options for Canadians.
Finance Canada tweet media
English
330
232
955
161.8K
of the cave retweetledi
Dulce
Dulce@litigious_dulce·
$NUAI, a behind-the-meter data center developer, today announced a LOI to form a joint venture with Stream, a tier-one data center platform backed by Apollo Global Management, for the development and financing of the Texas Critical Data Center campus (“TCDC”) in West Texas (businesswire.com/news/home/2026…). Primary Digital Infrastructure, which helped assemble the financing behind Stargate's flagship data center campus in Abilene, Texas, and whose leadership includes former Digital Realty Trust CEO Bill Stein and former CyrusOne CEO Dave Ferdman, is advising. NUAI will likely work with either $VST or Calpine to leverage the existing adjacent generation assets, which means faster speed-to-power; Thunderhead Energy Solutions, NUAI’s dedicated behind-the-meter power partner for TCDC, has already ordered long-lead equipment for 450 MW. NUAI is pursuing a bidirectional interconnect at TCDC, a design that positions the campus outside SB6’s most restrictive curtailment provisions, while simultaneously creating a revenue stream from excess power sales during off-peak periods. And Ted Warner, who led Northland Capital Markets’ data center practice and structured $7B+ in financing including $APLD’s non-dilutive project finance, was recently appointed NUAI’s CFO. At a $250M market cap (compare with $FRMI, which has $3B+ valuation), NUAI is either the most overlooked data center play in the market — or I'm missing something. Tell me what I'm missing.
English
17
15
127
17.1K
of the cave retweetledi
Shanaka Anslem Perera ⚡
JUST IN: Two hundred helium containers are stranded in the Persian Gulf right now. Each one holds 41,000 litres of liquid helium cooled to minus 269 degrees Celsius. They have 35 to 48 days before the cryogenic systems fail, the helium boils off, and the gas vents into the atmosphere and is lost forever. Those containers were heading to semiconductor fabrication plants in Taiwan and South Korea that manufacture 90 percent of the world’s advanced chips. The helium inside them cools the extreme ultraviolet lithography machines that print transistors at two nanometres. Without it, the machines cannot operate. Without the machines, the chips do not exist. Without the chips, the AI models that are currently selecting targets in this war stop running. This is the connection that nobody has made. The same Strait of Hormuz that carries 20 percent of the world’s oil also carries the helium that cools the machines that make the chips that power the artificial intelligence that the Pentagon is using to prosecute Operation Epic Fury. Maven, the AI targeting system that compressed 2,000 analysts to 20 and selected over 1,000 targets in the first 24 hours, runs on processors manufactured by TSMC using helium sourced from Qatar. Qatar’s Ras Laffan facility, which produced 33 percent of the world’s helium as a byproduct of LNG processing, was struck by Iranian missiles on March 18 and 19 and declared force majeure. The supply is offline. The containers are stranded. The clock is ticking at minus 269 degrees. TSMC says it has 6.2 weeks of inventory and 68 to 95 percent on-site recycling. Samsung holds roughly six months but depends on Qatar for 65 percent of its supply. Both are rationing toward AI and high-bandwidth memory production, starving consumer chips to keep the advanced nodes alive. The calculus is explicit: the war gets priority over your next phone. But here is the paradox that should terrify every strategist in Washington. The AI that selects the targets requires chips that require helium that transits the chokepoint that the war has closed. The cognitive infrastructure of the air campaign depends on a supply chain that the air campaign is destroying. Every strike on Iranian naval assets that keeps Hormuz closed for another day is another day of helium inventory burned at TSMC. Every week the strait stays shut brings the fab closer to rationing. Every month of war brings the AI targeting system closer to the moment when the chips it runs on cannot be replaced because the gas that made them evaporated in a container floating off Fujairah. The Pentagon is fighting a war with artificial intelligence manufactured in Taiwan using helium from Qatar transported through the strait the war has closed. The war is eating its own brain. Taiwan imports 95 percent of its energy. Seventy percent of its oil came through Hormuz. TSMC alone consumes 10 percent of Taiwan’s electricity. The island that makes 90 percent of the world’s advanced semiconductors is powered by fuel from the chokepoint that is shut, cooled by gas from the facility that is offline, and defended by interceptors depleting faster than they can be replaced. And the country that controls the rare earth magnets, the BeiDou navigation, the helium alternative sources, and the peace talks is the same country: China. The war will end when the helium runs out, when the interceptors run out, or when Beijing decides it should. All three clocks are ticking. All three lead to the same room. Read the full analysis - open.substack.com/pub/shanakaans…
Shanaka Anslem Perera ⚡ tweet media
English
81
1.2K
2.2K
162.9K
of the cave retweetledi
The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
BREAKING: US industrial gas supplier Airgas declared a force majeure, telling a customer it would only meet up to 50% of their normal monthly helium demand amid the Iran War, per WSJ. Details include: 1. The world is facing a significant helium shortage amid the Strait of Hormuz's closure which has limited ~30% of global helium supply 2. Airgas also told the client that it would add a surcharge of $13.50 per hundred cubic feet above the contracted price 3. Helium supplies which are "critical for AI" have been "choked off," per WSJ 4. Hundreds of specialized cryogenic containers, each costing $1 million, are now stuck in the Middle East Global helium supply is at risk.
English
232
1.4K
5.9K
733.4K
of the cave
of the cave@the7th_sleeper·
$NUAI ADDING
English
0
0
5
460
of the cave retweetledi
Lukas Ekwueme
Lukas Ekwueme@ekwufinance·
No helium = no AI Helium is critical to chip manufacturing - Qatar accounts for 30% of helium supply - Actually it's one plant, Ras Laffan - It got severely damaged, repair takes up to five years - Chip manufacturers hold a few weeks of helium inventory We are going into the biggest energy crisis in history, while having the most overvalued stock market in history, by almost all metrics... concentrated in AI... while the key constraint before the Hormuz crisis was... energy. Now add the helium shortage on top of that... the level of complacency in the markets is breathtaking
Lukas Ekwueme tweet media
English
66
346
831
59.1K
of the cave retweetledi
Gaurab Chakrabarti
Gaurab Chakrabarti@Gaurab·
200 helium containers are stranded in the Persian Gulf right now. Each one holds 41,000 liters cooled to -269°C. The containers have no refrigeration. No compressor, no cooling loop. Insulation is all that stands between the cargo and ambient heat, and it buys 35 to 48 days. After that, the liquid boils, the pressure valve opens, and the helium vents to atmosphere. Re-liquefying it requires a specialized plant. Most ports do not have one. Qatar's North Field supplied 33% of the world's helium as a byproduct of cryogenic separation at its LNG plants. On March 2, Iran closed the Strait of Hormuz. Spot prices surged 70 to 100 percent. EUV lithography requires 99.9999% purity helium for wafer cooling and no current substitute exists. The fifth helium shortage since 2006 has just begun.
Gaurab Chakrabarti tweet media
English
329
3.5K
15K
2M
of the cave retweetledi
Pulsar Helium (TSXV: PLSR)
Pulsar Helium (TSXV: PLSR)@pulsarhelium·
#PLSR #Helium Is Already Listed As Critical In Canada, UK & EU, With Asia Reliant On Qatari Supply, Which Nation Will Be Next to List It? 🔹 Governments are being forced to decide: which materials are too important to be left exposed? 👉 pulsarhelium.com/Community/PLSR… $PLSR $PSRHF
Pulsar Helium (TSXV: PLSR) tweet media
English
0
15
39
1.8K