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@MVanbrunsc47513 Avatar @MVanbrunsc47513 Markos

Markos posts on X about debt, generated, filter, global power the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXXX engagements in the last XX hours.

Engagements: XXXXXX #

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Mentions: XX #

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Followers: XXXXX #

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Social category influence finance stocks technology brands

Social topic influence debt, generated, filter, global power, losses, imo, blog, $flnc, finance, chaos

Top assets mentioned Fluence Energy, Inc. Class A Common Stock (FLNC) Nebius Group N.V. Class A Ordinary Shares (NBIS) IREN Limited (IREN) CoreWeave, Inc. (CRWV)

Top Social Posts #

Top posts by engagements in the last XX hours

"HOW TO PLAY THE AI ENERGY BOTTLENECK Were challenging our members to think and grow in how they invest in secular trends pushing them with our knowledge to think differently. Personally I love this part of what were doing: helping people develop their strategic thinking We want them to look at this through a cycle-aware quality filter (see the generated image below (the timeline is slightly off since were still in the early phase in my view). This is already a much more strategic framing than what most investors are doing right now which is mainly opportunistic positioning in AIenergy"
X Link @MVanbrunsc47513 2025-10-13T13:49Z 2083 followers, 3852 engagements

"Agreed but lets not overdo it haha. Theyve got families too and business keeps moving. Moving on doesnt mean youre ungrateful. Mark definitely makes a solid point and their relationship is clearly stronger than what youd find in most companies but its not unbreakable. So lets not take this topic further out of context than it needs to go 😂"
X Link @MVanbrunsc47513 2025-10-14T11:46Z 2083 followers, XXX engagements

"U.S. car loans have been a red flag for me for years. Its one of the most brittle layers of the American economy when the cycle turns south. The setup is stretched with ultra-long loan terms weak borrower profiles and collateral that depreciates faster than the debt behind it. Once repayment pressure builds recovery values collapse almost overnight. What Ive never understood is why the U.S. economy is so structurally dependent on this form of lending. Here in Europe car loans play a much smaller role. And rightfully so imo. Most people either lease buy smaller or hold vehicles longer. The"
X Link @MVanbrunsc47513 2025-10-09T13:34Z 2023 followers, 3354 engagements

"@FransBakker9812 @eisokant @CoreWeave Eventually this will be the base imo but now already would be really soon"
X Link @MVanbrunsc47513 2025-10-15T17:06Z 2083 followers, XXX engagements

"@FransBakker9812 @eisokant @CoreWeave Since now. They announced it on their blog didnt they"
X Link @MVanbrunsc47513 2025-10-15T16:04Z 2083 followers, XXX engagements

"Thank you Oguz The thing is in my humble opinion its more wider and complex then you just framed. Also companies like $FLNC have been seeing a lot of retail capital flow in but Im not very impressed by their execution. Let alone margins. This phase is mostly focussed on chaos and opportunity chasing. Fluence had scaling issues before and the market is getting more packed every second. They became profitable but its a tough landscape. My earlier write-up on power volatility goes beyond grid volatility it looks at build-out volatility and long-term systemic load. A lot of companies are now"
X Link @MVanbrunsc47513 2025-10-14T23:43Z 2084 followers, XXX engagements

"U.S. car loans have been a red flag for me for years. Its one of the most brittle layers of the U.S. economy when things start turning south. It is all long maturities weak credit profiles and collateral that depreciates faster than the debt behind it. Once repayment stress builds losses will compound fast in my opinion"
X Link @MVanbrunsc47513 2025-10-09T13:26Z 2013 followers, XXX engagements

"A few days back I already wrote a X part post on how potentially brittle the moat of companies like $NBIS $IREN $CRWV can be. It is all based on knowledge and power scarcity (temporary). This post by Poolside AI underwrited that risk. Links below on parameters too watch regarding these risks 👇"
X Link @MVanbrunsc47513 2025-10-15T17:23Z 2084 followers, 9565 engagements

"I think its going to be a hybrid model a developerowner kind of partnership. Poolside keeps control of land power and capacity while modular EPCs and CoreWeave handle execution. This makes the most sense to me. The 3-person team is enough for oversight because prefab modules outsourced EPC and leaseback operators make it possible to deliver a multi-hundred-MW campus with minimal internal staff. They can scale this a bit later on when needed It looks like the start of a broader trend of model labs moving below the IaaS layer to own land power and interconnect rights while leasing early"
X Link @MVanbrunsc47513 2025-10-16T00:13Z 2084 followers, 3440 engagements

"Keep in mind that you need a decent exit strategy on all these names in XX to X years. Hard to say depends on the curve. The real risk is how theyll retain the talent and knowledge. Their true moat isnt hardware or powerits scarcity and know-how. Thats where investor focus should stay on talent and knowledge retention"
X Link @MVanbrunsc47513 2025-10-14T21:13Z 2064 followers, XXX engagements

"@PhotonCap @crux_capital_ I dont find approx. XXX mil marketcap with no revenue particularly small haha"
X Link @MVanbrunsc47513 2025-10-13T23:34Z 2032 followers, XX engagements

"Good that you put the time into it Daniel. The structure makes sense and I like that you integrated risk. I do have substantial points Id tighten: The $24B total feels on the high end. ClickHouse was last valued around $6.35B (May XX Series C) with Nebius holding roughly XX% thats about $1.61.8B stake value today not $10B. I do feel there should be some middle ground since their excecution from May until now. The 40b IPO is just social media chatter and absolutely not base case. Theres upside if they IPO or re-rate but thats not realized yet. All other stakes are inflated to in that"
X Link @MVanbrunsc47513 2025-10-13T21:28Z 2083 followers, 1145 engagements

"@daniel_koss Nebius would do the right thing to get debt or equity dilution if the ROI on Clickhouse keeps growing and works to an exit event. It happens a lot so calling it the smartest move EVER is some headline bs. It is basic math and risk/reward skew"
X Link @MVanbrunsc47513 2025-10-09T17:10Z 1975 followers, XXX engagements

"@FransBakker9812 @eisokant @CoreWeave Haha I thought you where serious for a second and mocking them"
X Link @MVanbrunsc47513 2025-10-15T16:57Z 2084 followers, XXX engagements

"Back in March DataONE already mentioned BTM (behind the meter) power for the Vineland build. My guess based on what Im seeing across the landscape: on-site natural-gas simple-cycle turbines paired with possible utility-scale batteries. Makes perfect sense for the 24/7 AI load before other solutions kick in"
X Link @MVanbrunsc47513 2025-10-14T19:57Z 2083 followers, 2040 engagements

"@FransBakker9812 @eisokant @CoreWeave It will be interesting to see because it will reveal a lot on how strong the knowledge edge is"
X Link @MVanbrunsc47513 2025-10-15T17:05Z 2083 followers, XXX engagements

"A follow-up to my post last week covering Jeff Bezoss interview at Italian Tech Week were already seeing more evidence supporting the statements he made. Bezos called the current AI cycle an industrial bubble a phase where excitement floods every company pitch. When people get very excited every experiment gets funded the good ideas and the bad ideas. Thats not an exaggeration. Over XX% of all VC money now goes into AI startups compared to XX% for internet companies at the height of the 1999 boom. As stated by Bezos were seeing six-person teams raising nine-digit rounds. Capital is chasing"
X Link @MVanbrunsc47513 2025-10-06T11:04Z 2038 followers, 3797 engagements

"@FransBakker9812 curious if you talked to management already and their insights in dynamics. I see they are cleaning zone shares for SBC which is good But did they also already see companies trying to get their engineers. This move would suggest yes but I would love to hear your take"
X Link @MVanbrunsc47513 2025-10-13T22:05Z 2083 followers, XXX engagements