# ![@CYinvest Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::2016067666889326592.png) @CYinvest CYinvest

CYinvest posts on X about ai, $nbis, $iren, netherlands the most. They currently have [---] followers and [--] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::2016067666889326592/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2016067666889326592/c:line/m:interactions.svg)

- [--] Week [------] -74%

### Mentions: [--] [#](/creator/twitter::2016067666889326592/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2016067666889326592/c:line/m:posts_active.svg)

- [--] Week [--] -20%

### Followers: [---] [#](/creator/twitter::2016067666889326592/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2016067666889326592/c:line/m:followers.svg)

- [--] Week [---] +21%

### CreatorRank: [-------] [#](/creator/twitter::2016067666889326592/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2016067666889326592/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  50.52% [stocks](/list/stocks)  28.87% [technology brands](/list/technology-brands)  17.53% [cryptocurrencies](/list/cryptocurrencies)  10.31% [countries](/list/countries)  10.31% [currencies](/list/currencies)  2.06% [celebrities](/list/celebrities)  1.03% [social networks](/list/social-networks)  1.03%

**Social topic influence**
[ai](/topic/ai) 38.14%, [$nbis](/topic/$nbis) #84, [$iren](/topic/$iren) 14.43%, [netherlands](/topic/netherlands) #971, [inference](/topic/inference) 9.28%, [in the](/topic/in-the) 8.25%, [market](/topic/market) 8.25%, [balance sheet](/topic/balance-sheet) #1770, [cash flow](/topic/cash-flow) #263, [balance](/topic/balance) #866

**Top accounts mentioned or mentioned by**
[@deitaone](/creator/undefined) [@kobeissiletter](/creator/undefined) [@zerohedge](/creator/undefined) [@oguzerkan](/creator/undefined) [@sheerc12972](/creator/undefined) [@dagliodavid](/creator/undefined) [@mbhogan](/creator/undefined) [@jwp626391](/creator/undefined) [@mb_hogan](/creator/undefined) [@whiterunknight](/creator/undefined) [@toptechstocksus](/creator/undefined) [@1aminvesting](/creator/undefined) [@babyfolio](/creator/undefined) [@nolimitgains](/creator/undefined) [@terawulfinc](/creator/undefined) [@mrderivatives](/creator/undefined) [@kymkettler](/creator/undefined) [@javatar10](/creator/undefined) [@roniveredadar](/creator/undefined) [@equity_by_mp](/creator/undefined)

**Top assets mentioned**
[Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Iris Energy Limited (IREN)](/topic/$iren) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Microsoft Corp. (MSFT)](/topic/$msft) [TokenFi (TOKEN)](/topic/$token) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Metadium (META)](/topic/$meta) [Bitcoin (BTC)](/topic/bitcoin) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Advanced Micro Devices (AMD)](/topic/$amd)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Gold & Silver: what really caused the crash 🧵 The recent sell-off in $XAUUSD / $GC (gold) and $XAGUSD (silver) was not a macro regime shift. It was a balance-sheet driven liquidation event. Heres what happened: Banks trading desks and macro funds were forced to deleverage due to margin calls VaR / risk-limit breaches liquidity stress elsewhere on the balance sheet In stress events institutions dont sell what they want they sell what they can. Gold and silver are among the most liquid assets on bank balance sheets they become the ATM. This is why precious metals often sell off during crises"  
[X Link](https://x.com/CYinvest/status/2018629439450472481)  2026-02-03T10:15Z [---] followers, [---] engagements


"$Uber Technologies Q4 & FY25 earnings stock 10%: not a fundamentals problem but an expectations reset. Headline numbers (FY25): Revenue $43.9B (+18% YoY) Adjusted EBITDA $5.2B (+36% YoY) Free Cash Flow $5.4B (vs $3.4B FY24) Net income positive for the year Take rate stable across Mobility & Delivery Q4 highlights: Revenue $10.1B (+15% YoY) Adjusted EBITDA $1.3B (+44% YoY) FCF $1.6B in one quarter Trips +21% YoY Monthly Active Platform Consumers +14% YoY So why the sell-off [--]. Guidance disappointed vs very high expectations Street was pricing in continued EBITDA acceleration. Uber guided Q1"  
[X Link](https://x.com/CYinvest/status/2019026459965161569)  2026-02-04T12:33Z [---] followers, [---] engagements


"$GOOGL just printed everywhere. Services rev: $95.9B (beat) Ads rev: $82.3B (beat) Cloud rev: $17.7B (beat accelerating) EPS +31% YoY Revenue +18% YoY Annual revenue $400B for the first time But the real tell: [----] CapEx guided at $175185B vs $119.5B expected. This isnt optional AI spend. This is datacenters power GPUs networking land long-term contracts. Direct beneficiaries of this cycle: $NBIS $IREN $CRWV $CIFR $EQIX $DLR Hyperscalers are locking in capacity years ahead. AI infra cycle is early not late. https://twitter.com/i/web/status/2019160009167298918"  
[X Link](https://x.com/CYinvest/status/2019160009167298918)  2026-02-04T21:23Z [---] followers, [---] engagements


"Youre looking at $IREN with the wrong lens. This isnt a cheap cash cow story its a capacity arbitrage story. $392M CFO is backward-looking $1.3B capex is front-loaded to lock in power + land + grid $17B valuation prices future MW not trailing cash flows Bitcoin mining is the bridge not the end state. The real asset is secured power at scale in a world where hyperscalers are guiding $175185B in AI capex. Once AI workloads flip on: Utilization jumps Margins inflect Cash flows normalize fast Buying profitable today works in mature cycles. Buying scarce infrastructure before demand peaks is how"  
[X Link](https://x.com/CYinvest/status/2019161546769748244)  2026-02-04T21:30Z [---] followers, [----] engagements


"@oguzerkan Hyperscaler capex at $680B sounds bullish but most of that spend is concentrated in one ecosystem. $AMD needs sustained share gains and pricing power not just industry growth to justify that multiple"  
[X Link](https://x.com/CYinvest/status/2019342910765052036)  2026-02-05T09:30Z [---] followers, [----] engagements


"@Whiterun_Knight @zerohedge Wait until $ASML leaves. The Netherlands wont survive that. They paid them billions a few years ago to stay in the Netherlands"  
[X Link](https://x.com/CYinvest/status/2019422790718575054)  2026-02-05T14:48Z [---] followers, [---] engagements


"$IREN Limited Q2 FY26 Earnings Transition Quarter $IREN reported Q2 FY26 results that clearly reflect a strategic transition phase rather than steady-state operations. Key financials: Revenue: $184.7M down QoQ (vs $240.3M in Q1) Adjusted EBITDA: $75.3M Net loss: $(155.4M) driven by transition costs depreciation and non-cash items The decline in revenue and profitability is expected as $IREN deliberately reallocates capital and capacity away from Bitcoin mining toward AI & HPC infrastructure. Strategic highlights: Targeting $3.4B AI Cloud ARR by end-2026 Rapid expansion of GPU-based AI compute"  
[X Link](https://x.com/CYinvest/status/2019519447757672857)  2026-02-05T21:12Z [---] followers, [----] engagements


"@DeItaone Consumer sentiment ticking up but lets keep perspective: [--] is still deep recessionary territory. The direction is improving the level isnt"  
[X Link](https://x.com/CYinvest/status/2019802762758775258)  2026-02-06T15:57Z [---] followers, [--] engagements


"@TopTechStocksUS Adding through a second fund says more than any podcast quote. This is long-term underwriting"  
[X Link](https://x.com/CYinvest/status/2020064168158618022)  2026-02-07T09:16Z [---] followers, [----] engagements


"@oguzerkan Agree. This is exactly what early-stage productivity shocks look like. Hiring slows first output holds up. The macro ROI shows up later but in software & IT its already obvious"  
[X Link](https://x.com/CYinvest/status/2020444420777099411)  2026-02-08T10:27Z [---] followers, [---] engagements


"Theres still a lot of confusion around job openings vs job cuts and AI is a big part of the disconnect. The data (not headlines): US job openings: 8.8M (U.S. Bureau of Labor Statistics JOLTS) Layoffs: below long-term averages Quits rate: stable workers arent in panic mode Whats actually happening: This is labor reallocation not mass job destruction. Where AI comes in: AI replaces tasks not entire companies White-collar repetitive roles get cut first (ops support junior admin) Capital is redirected to AI infra data energy chips automation Fewer people needed per dollar of output higher"  
[X Link](https://x.com/CYinvest/status/2020449077691830560)  2026-02-08T10:46Z [---] followers, [---] engagements


"@KobeissiLetter This sounds dramatic but Chinas Treasury holdings have been trending down since [----]. This is continuation not a shock event. Context matters"  
[X Link](https://x.com/CYinvest/status/2020751632758096213)  2026-02-09T06:48Z [---] followers, [----] engagements


"@SheerC12972 @KobeissiLetter Exactly. and thats the key distinction. Direct PBOC holdings down exposure rerouted via state banks and custodians. Which still makes this balance-sheet risk management not a sudden regime shift"  
[X Link](https://x.com/CYinvest/status/2020771767959289887)  2026-02-09T08:08Z [---] followers, [---] engagements


"@zerohedge Europe talks about innovation while regulating it out of existence. China builds data centers in months. The US in quarters. Germany rejects billion-euro projects over paperwork. The Netherlands is exactly the same. This isnt leadership its self-inflicted stagnation"  
[X Link](https://x.com/CYinvest/status/2020773028855165103)  2026-02-09T08:13Z [---] followers, [----] engagements


"@1amInvesting @zerohedge And this isnt accidental. Europe pushes electrification renewables and EVs including the Netherlands while chronically underinvesting in the power grid. Then acts surprised when theres not enough energy for data centers. This is policy failure not bad luck"  
[X Link](https://x.com/CYinvest/status/2020773403427492189)  2026-02-09T08:14Z [---] followers, [---] engagements


"Capex fatigue is emerging as the defining AI theme and it directly accelerates the shift toward inference. Hyperscalers are guiding toward $600bn+ in cumulative capex for FY2526 largely driven by AI compute networking and data center expansion ( $MSFT $GOOGL $AMZN $META). Demand for AI is not in question. Returns on capital are. Training-heavy AI investment is front-loaded capital intensive and margin dilutive in the near term. As depreciation power costs and fixed infrastructure scale faster than monetization investors are increasingly focused on ROI timing rather than absolute spend. This"  
[X Link](https://x.com/CYinvest/status/2020814943571091695)  2026-02-09T11:00Z [---] followers, [----] engagements


"Exactly. If they dumped aggressively yields would spike at first. But higher yields instantly make Treasuries more attractive. At that point long-only funds global reserves pensions and ultimately the Fed step in. So you get volatility not a permanent blow-out in rates. The real risk is the transition not the end state. https://twitter.com/i/web/status/2020858448376631581 https://twitter.com/i/web/status/2020858448376631581"  
[X Link](https://x.com/CYinvest/status/2020858448376631581)  2026-02-09T13:52Z [---] followers, [---] engagements


"@DaglioDavid @KobeissiLetter I agree something has changed not necessarily the actions but the messaging. Saying it openly while letting the currency rally sends a different signal than quietly doing it in the background"  
[X Link](https://x.com/CYinvest/status/2020858740107292966)  2026-02-09T13:54Z [---] followers, [---] engagements


"The real inference moat is not the model its whether you can manufacture output at sustainably low $/token under real-world SLAs. What Nebius ( $NBIS) does with Token Factory is often described as pricing per token but that misses the point. Tokenization is an execution constraint not a billing feature. By selling inference strictly per 1M input/output tokens (with explicit real-time vs batch pricing) Nebius collapses the entire stack GPU choice batching strategy KV-cache efficiency memory fragmentation scheduling power efficiency into a single observable KPI: $/token. At production scale"  
[X Link](https://x.com/CYinvest/status/2020905535944667592)  2026-02-09T17:00Z [---] followers, [---] engagements


"@zerohedge DRAM is just one constraint. The real bottlenecks in AI data center build-outs are power grid access cooling density networking and deployment timelines. Compute scales faster than infrastructure. Ive written extensively on these system-level constraints Lets talk about a new bottleneck for AI inference that isnt compute: Data movement and latency. Inference workloads are brutally time-constrained. Every token requires weights to be fetched moved and synchronized in milliseconds. When memory interconnects or networks lag https://t.co/tdgvlyvWiB Lets talk about a new bottleneck for"  
[X Link](https://x.com/CYinvest/status/2020925159675408603)  2026-02-09T18:17Z [---] followers, [----] engagements


"@DeItaone This isnt just AI spend. Its Big Tech explicitly choosing balance sheet leverage over equity dilution to fund data-center capex. The real question: can incremental $/token economics outrun rising funding costs or does this capex wave eventually tighten credit markets"  
[X Link](https://x.com/CYinvest/status/2020934752635613466)  2026-02-09T18:56Z [---] followers, [---] engagements


"Agreed. At [--] GW AI infrastructure collides directly with national energy policy. Vertical integration shifts leverage away from hyperscalers but it also increases reliance on independent power-first operators as buffers against grid and permitting constraints. Compute is abundant. Power isnt"  
[X Link](https://x.com/CYinvest/status/2020966705795633463)  2026-02-09T21:03Z [---] followers, [--] engagements


"Agreed and this is the second-order effect people miss. As hyperscalers sacrifice buybacks for AI capex ROI timing starts to matter more than headline spend. Thats exactly why inference long-duration contracts and power-secured infrastructure win. I made a similar point earlier: once capital tightens who owns power and execution matters more than who buys the most GPUs. Capex fatigue is emerging as the defining AI theme and it directly accelerates the shift toward inference. Hyperscalers are guiding toward $600bn+ in cumulative capex for FY2526 largely driven by AI compute networking and data"  
[X Link](https://x.com/CYinvest/status/2020980922561200615)  2026-02-09T21:59Z [---] followers, [----] engagements


"@zerohedge Token volume value. Without $/token latency and batching efficiency this chart is mostly noise. Inference moats are built in infra not in token counts. https://t.co/pPY8JfGq1V https://t.co/pPY8JfGq1V"  
[X Link](https://x.com/CYinvest/status/2021115745598341597)  2026-02-10T06:55Z [---] followers, [----] engagements


"Youre right on the timing nuance. Todays plenary session in the Tweede Kamer covers the Box [--] bill and its amendments not the final formal vote. That said this is the stage where amendments are accepted or rejected and political positions effectively crystallize. By the time of the formal vote in March the outcome is largely predetermined. Thanks for the clarification. https://twitter.com/i/web/status/2021203321256644785 https://twitter.com/i/web/status/2021203321256644785"  
[X Link](https://x.com/CYinvest/status/2021203321256644785)  2026-02-10T12:43Z [---] followers, [---] engagements


"@zerohedge This reads like a classic mechanical regime: peak long gamma suppressing realized vol CTAs selling weakness buybacks absorbing flow. The question isnt direction its whether buybacks remain the marginal buyer once gamma flips or a real down tape shows up"  
[X Link](https://x.com/CYinvest/status/2021208221990400140)  2026-02-10T13:02Z [---] followers, [---] engagements


"Hyperinflation is usually the wrong word but cash risk is real. Donald Trump has publicly argued for cutting policy rates toward 1%. That alone does not imply hyperinflation (which academically means 50% monthly inflation). But it does materially increase the risk of: negative real rates currency erosion duration losses asset price inflation without matching productivity This is not a doomsday scenario. It is a monetary regime shift. What this means for people holding cash Cash feels safe but in a low-rate / persistent-inflation regime it becomes a slow-bleed asset. If inflation runs at 45%"  
[X Link](https://x.com/CYinvest/status/2021215074166374472)  2026-02-10T13:30Z [---] followers, [--] engagements


"@KobeissiLetter Extreme positioning but not a catalyst by itself. Record shorts in iShares 20+ Year Treasury Bond ETF only matter if duration stops being toxic i.e. growth rolls over or inflation breaks. Until then crowded wrong"  
[X Link](https://x.com/CYinvest/status/2021218514875433092)  2026-02-10T13:43Z [---] followers, [---] engagements


"@DeItaone Holiday spending slows is a polite way of saying consumers are prioritizing rent food and credit card payments over discretionary demand"  
[X Link](https://x.com/CYinvest/status/2021223973829181663)  2026-02-10T14:05Z [---] followers, [---] engagements


"Nebius ( $NBIS) acquiring Tavily is a strategic move to own the agent stack not a feature acquisition. Here's why: This is not about adding search. Its about moving from selling compute to controlling agent economics. On Feb [--] $NBIS signed a merger agreement to acquire Tavily an agent-native web access and extraction layer reportedly $275M upfront with performance-based earnouts. At first glance: product expansion. In reality: vertical integration into grounding infrastructure. And grounding is where the next moat forms. Why this matters structurally As AI shifts from copilots to autonomous"  
[X Link](https://x.com/CYinvest/status/2021512241820958809)  2026-02-11T09:10Z [---] followers, [---] engagements


"@DeItaone $35k gap Cute. In the Netherlands the median household cant even qualify for the median home even before bidding wars. This isnt a rate shock. Its structural scarcity"  
[X Link](https://x.com/CYinvest/status/2021606565397058047)  2026-02-11T15:25Z [---] followers, [---] engagements


"@MB_Hogan And Mark Hogan never misses"  
[X Link](https://x.com/CYinvest/status/2021628338511778017)  2026-02-11T16:52Z [---] followers, [--] engagements


"Grid access determines who can build AI capacity. Power architecture determines who can monetize it efficiently. Last week CYinvest initiated a position in $VICR. Why Because once megawatts hit the data center the next bottleneck sits inside the rack: Voltage conversion losses Current density constraints Thermal overhead Board-level power delivery efficiency AI racks are moving toward 80120kW+. Every conversion stage compounds inefficiency. Less efficiency more cooling fewer usable tokens per MW. Vicor operates in this exact layer: $400M+ annual revenue 50% gross margins Founder-led Minimal"  
[X Link](https://x.com/CYinvest/status/2021631855968076130)  2026-02-11T17:06Z [---] followers, [---] engagements


"I think they can for a few structural reasons. VICR is vertically integrated which gives them control over manufacturing scale yields and quality (not dependent on third-party fabs). They already operate at $400450M revenue with 50% gross margins and minimal debt so they have balance sheet flexibility to expand capacity. More importantly: hyperscaler power modules arent spot buys. Once qualified into a rack architecture they typically run multi-year production cycles. Scaling isnt just about shipping more units. Its about maintaining efficiency at rising current density and thats exactly"  
[X Link](https://x.com/CYinvest/status/2021653521956057417)  2026-02-11T18:32Z [---] followers, [--] engagements


"@jwp626391 Appreciate it Paul"  
[X Link](https://x.com/CYinvest/status/2021848687815627157)  2026-02-12T07:27Z [---] followers, [--] engagements


"@KobeissiLetter Multifamily delinquencies dont surge out of nowhere. Years of zero rates + cap rate compression + floating debt. Refinance at 2x3x the cost and suddenly math matters again"  
[X Link](https://x.com/CYinvest/status/2021946152296349867)  2026-02-12T13:55Z [---] followers, [----] engagements


"@MB_Hogan Interesting to see that narrative shift in real time. If older GPUs are still clearing inference workloads economically the depreciation assumptions across the space were likely too conservative. That has meaningful implications for capital efficiency"  
[X Link](https://x.com/CYinvest/status/2022043833794773218)  2026-02-12T20:23Z [---] followers, [--] engagements


"$IREN Earnings in days: valuation disconnect heading into [----] The market is still valuing $IREN like a cyclical Bitcoin miner while earnings guidance clearly points to an AI infrastructure + cloud platform. Whats actually on the table for 2026: $9.7B Microsoft AI Cloud contract 5-year avg term 20% prepaid $1.9B ARR from Microsoft alone Targeting $3.4B total ARR by end-2026 140k GPUs planned supported by 3GW secured power Only 16% of secured power required to reach ARR targets This is contracted + financed growth not speculative expansion. Business model advantage: $IREN is vertically"  
[X Link](https://x.com/CYinvest/status/2018338729815839142)  2026-02-02T15:00Z [---] followers, [---] engagements


"DUTCH PARLIAMENT REJECTS MOTION TO LIMIT TAX TO REALIZED GAINS This week the Dutch Tweede Kamer had a simple choice: Tax investors when they sell. Or tax them when prices move. A motion to restrict Box [--] taxation to realized gains only was rejected: [--] against [--] in favor. So the message is clear. The Netherlands is comfortable taxing unrealized gains and paper profits that may never be converted into cash. This fundamentally alters the logic of investing. Investing traditionally means: Take risk Compound long term Realize gains when appropriate Under mark-to-market taxation it becomes: Take"  
[X Link](https://x.com/CYinvest/status/2021872848285925611)  2026-02-12T09:03Z [---] followers, [--] engagements


"$NBIS Nebius just showed the market something most investors are missing. $2.1B in Q4 capex. $3.7B cash on the balance sheet. On the surface: Massive burn. But thats the wrong framing. [--]. GPUs are not software expenses They are infrastructure assets. Nebius depreciates server & network equipment over [--] years. That means: - These GPUs are treated like power plants - They generate multi-year revenue streams - They sit on the balance sheet This is infrastructure finance not startup burn. [--]. They explicitly outline financing options Management references: - Corporate debt - Asset-backed financing"  
[X Link](https://x.com/CYinvest/status/2021932207829365140)  2026-02-12T12:59Z [---] followers, [---] engagements


"$NBIS is planning $1620B of CapEx in [----]. Market cap today: $22B. On the surface that looks aggressive. Its not. Look at the system: FY25 CapEx already $4.1B $3.7B cash at YE25 $834M operating cash flow in Q4 alone [--] GW contracted power secured targeting [--] GW by YE26 [----] ARR guidance: $79B This is not venture-style burn. Its contracted infrastructure scaling into visible ARR. Second-order: If they hit $79B ARR in [----] the stock trades at 2.53x forward ARR. For a vertically integrated AI infrastructure platform with owned DCs 24% adj. EBITDA margin in core AI in Q4 and structural power"  
[X Link](https://x.com/CYinvest/status/2021949988939428203)  2026-02-12T14:10Z [---] followers, [---] engagements


"Selling $NBIS here Institutions thank you for the liquidity. When a company is: Scaling multi-site AI infra (16 locations) Turning EBITDA positive Demonstrating operating leverage Moving toward sustainable cash generation and youre selling on pre-market volatility Then youre trading noise not trajectory. If you sell here youre not underwriting the infrastructure cycle. Youre reacting to price. $NBIS isnt a quarter-to-quarter trade. Its a build-out story in AI compute infrastructure. Weak hands transfer shares. Strong capital accumulates"  
[X Link](https://x.com/CYinvest/status/2021955084825862161)  2026-02-12T14:30Z [---] followers, [---] engagements


"Go get em https://t.co/bz6oJYAXPf https://t.co/bz6oJYAXPf"  
[X Link](https://x.com/CYinvest/status/2023418336248574045)  2026-02-16T15:24Z [---] followers, [---] engagements


"Imagine being a young adult in the Netherlands. Housing is unaffordable. So you try to invest to build a future. And the state decides to tax gains you havent even realized yet. Policy masterclass"  
[X Link](https://x.com/CYinvest/status/2023422585971908734)  2026-02-16T15:41Z [---] followers, [--] engagements


"2008 was a credit & leverage collapse The [----] crisis was not about expensive stocks ( $SPY). It was about systemic leverage: Excessive household debt (subprime / Alt-A mortgages) Risk mispricing via MBS/CDOs Heavy reliance on short-term funding (repo ABCP) Once confidence broke forced deleveraging liquidity freeze systemic failure This destroyed the financial plumbing of the global economy. There is no equivalent mechanism in todays AI cycle. (2/8)"  
[X Link](https://x.com/CYinvest/status/2018940609965281491)  2026-02-04T06:52Z [---] followers, [--] engagements


"$650B capex sounds bullish and structurally it probably is. But the key question isnt total spend. Its allocation efficiency. How much of that goes to productive inference capacity vs redundant build In AI infra returns are determined by utilization and $/token economics not headline capex. Ive made an analysis about this. Capex fatigue is emerging as the defining AI theme and it directly accelerates the shift toward inference. Hyperscalers are guiding toward $600bn+ in cumulative capex for FY2526 largely driven by AI compute networking and data center expansion ( $MSFT $GOOGL"  
[X Link](https://x.com/CYinvest/status/2023732192958992455)  2026-02-17T12:12Z [---] followers, [----] engagements


"Just posted about AI inference and this fits perfectly. Hyperscaler capex heading toward $885B isnt just a more chips story. As workloads shift from training inference value moves to memory power efficiency and infra. Inference is memory- & energy-bound not FLOPs-bound. Thats where the next bottlenecks (and upside) emerge post-2027 imo. Connect the dots. Watch closely. What is AI inference and why it will be bigger than training Most investors still frame AI as a training-driven CapEx cycle. But the real long-term demand engine is inference: models running 24/7 serving billions of queries"  
[X Link](https://x.com/CYinvest/status/2019726133504119037)  2026-02-06T10:53Z [---] followers, [---] engagements


"This isnt resilience its balance-sheet stress showing up with a lag. Consumers are leaning on both revolving and non-revolving credit despite 22%+ card rates. That tells you this isnt discretionary spending its cost absorption. Key point: Fed cuts havent flowed through to households. Credit card APRs stay sticky while real incomes are still pressured. Short term: consumption holds up. Medium term: delinquencies + margin compression for lenders. Debt is masking inflation not fixing it. https://twitter.com/i/web/status/2020871763182182854 https://twitter.com/i/web/status/2020871763182182854"  
[X Link](https://x.com/CYinvest/status/2020871763182182854)  2026-02-09T14:45Z [---] followers, [---] engagements


"In the Netherlands the Tweede Kamer is voting today on a Box [--] regime that taxes unrealized capital gains. You may owe tax on profits that exist only on paper without selling without cashflow without realization. This is not a marginal tweak. It is a fundamental redefinition of what income means. What this policy actually does By taxing mark-to-market gains the state disconnects tax liability from liquidity. Asset values move tax bills follow regardless of whether the taxpayer has the cash to pay. That is not neutral taxation; it is forced behaviour. Predictable consequences - Investors are"  
[X Link](https://x.com/CYinvest/status/2021197069722042627)  2026-02-10T12:18Z [---] followers, [----] engagements


"$NBIS $200 EOY $IREN $115 EOY"  
[X Link](https://x.com/CYinvest/status/2021582915386155512)  2026-02-11T13:51Z [---] followers, [---] engagements


"$NBIS Nebius earnings preview Consensus expects continued revenue growth driven by AI cloud demand and accelerated GPU deployment. Key items to watch: QoQ revenue growth GPU capacity brought online Utilization rates Gross margin trend under heavy capex Backlog and contracted demand visibility Progress toward stated ARR targets Forward guidance on deployment pace The critical question: Is Nebius tracking toward its communicated ARR ramp or is capacity scaling ahead of monetization In AI infrastructure timing mismatches matter. If GPUs are deployed but not yet fully monetized reported revenue"  
[X Link](https://x.com/CYinvest/status/2021835520603467804)  2026-02-12T06:35Z [---] followers, [---] engagements


"AI scaling in Europe is not GPU-constrained. Its grid-constrained. The market debates $NVDA shipments and HBM supply. But the binding constraint for AI infrastructure in Europe is increasingly megawatts not silicon. The data: The International Energy Agency (IEA Electricity 2024) projects global data center electricity demand could more than double by [----]. Irelands grid operator EirGrid has restricted new large data center connections in Dublin due to system constraints. TenneT (NL/DE) continues to publish congestion updates showing multi-year connection queues for high-load industrial"  
[X Link](https://x.com/CYinvest/status/2021899203270656102)  2026-02-12T10:48Z [---] followers, [--] engagements


"Nebius ( $NBIS) Q4: The inflection quarter. Execution is compounding. Earnings analysis: This was not just a strong print. This was proof that the AI infrastructure model scales financially and operationally. [--]. Hypergrowth + Operating Leverage = Rare Combination Q4 revenue: $227.7M +547% YoY Core AI cloud: $214.2M +800% YoY YE25 ARR: $1.25B above guidance Group adj. EBITDA: +$15M (first positive quarter) Core AI adj. EBITDA margin: 24% in Q4 Cash: $3.7B Most companies can do hypergrowth. Few can do hypergrowth and expand margins. Nebius just did both. Cost of revenue dropped to 30% of"  
[X Link](https://x.com/CYinvest/status/2021921483254096113)  2026-02-12T12:17Z [---] followers, [---] engagements


"The most underappreciated number in Nebius ( $NBIS) Q4 wasnt revenue. It was margin. Core AI cloud delivered a 24% adjusted EBITDA margin in Q4 Thats while: Revenue grew +800% YoY Capacity was effectively sold out Capex remained aggressive ($2.1B in Q4) Now the important context: Hyperscalers historically took years to drive meaningful operating margins in new infrastructure verticals. Early cloud cycles were margin-dilutive for a long time due to underutilization overbuild and pricing pressure. $NBIS is already showing mid-20% AI cloud margins at an early scaling stage. That suggests: High"  
[X Link](https://x.com/CYinvest/status/2021924403940818997)  2026-02-12T12:28Z [---] followers, [----] engagements


"Nebius ( $NBIS) is scaling to [--] global AI infrastructure sites. $NBis announced nine new locations across the US and EMEA bringing the total footprint to [--] sites globally. This matters more than headline revenue growth. Why AI infrastructure scale is not just GPUs. Its: Power access Geographic redundancy Latency positioning Enterprise-grade deployment capability A 16-site footprint signals transition from high-growth AI cloud to distributed hyperscale architecture. Combine that with: [--] GW contracted power already secured Targeting [--] GW by YE26 Majority of new capacity from owned data"  
[X Link](https://x.com/CYinvest/status/2021925244236124520)  2026-02-12T12:31Z [---] followers, [---] engagements


"$NBIS Nebius Delivers Positive Cash Flow in a $2.1B Capex Quarter Q4 highlights: First positive group adjusted EBITDA Positive operating cash flow 24% adjusted EBITDA margin in core AI cloud $2.1B deployed into GPUs and data centers Turning operating cash flow positive while expanding at this scale points to a platform that is already financially reinforcing itself. For a capital-intensive AI infrastructure build-out thats a powerful signal. Verry bullish"  
[X Link](https://x.com/CYinvest/status/2021928469274222942)  2026-02-12T12:44Z [---] followers, [---] engagements


"$NBIS Nebius Is Depreciating AI Servers Over [--] Years. Thats a Confidence Signal In Q4 Nebius ( $NBIS) confirmed it depreciates server and network equipment over a four-year schedule. In a market where GPU cycles move fast thats notable. It implies: Confidence in sustained utilization Multi-year contract visibility Durable monetization per deployed cluster If clusters remain sold out and contracted power converts as planned a four-year depreciation window significantly enhances lifetime ROI per GPU. Thats not short-cycle GPU flipping. Thats infrastructure compounding"  
[X Link](https://x.com/CYinvest/status/2021929847048516072)  2026-02-12T12:50Z [---] followers, [---] engagements


"Insane. Were looking for some ways abroad already. This isnt acceptable. Theyre destroying the whole purpose of investing. Theyll regret it when its too late. The Dutch government is destroying long term compounding by introducing a 36% tax on unrealized gains. As a Dutch citizen and long term investor Im at a loss for words about the lack of vision behind this new tax. I normally dont post anything politically related but what https://t.co/9HYM7l0qTc The Dutch government is destroying long term compounding by introducing a 36% tax on unrealized gains. As a Dutch citizen and long term"  
[X Link](https://x.com/CYinvest/status/2022229145321914794)  2026-02-13T08:39Z [---] followers, [--] engagements


"Multi-year GPU capacity commitments: moat or capital rigidity AI infrastructure players are increasingly entering multi-year GPU supply agreements aligned with fixed capex rollouts. For companies like Nebius Group ( $NBIS) this provides: Secured access to scarce compute Capacity visibility for enterprise contracts Structured infrastructure scaling At first glance that looks like a structural advantage. But heres the second-order question: What happens in a deflationary $/token environment Inference efficiency is improving through: Quantization Smarter batching KV-cache optimization Model"  
[X Link](https://x.com/CYinvest/status/2022270965825093891)  2026-02-13T11:25Z [---] followers, [---] engagements


"This is what happens when economic policy is written by people whove never built capital incentives geared toward their next career move not long-term value creation. When do we put real economic competence back at the table #box3 #belasting"  
[X Link](https://x.com/CYinvest/status/2022293216200999223)  2026-02-13T12:54Z [---] followers, [---] engagements


"Off to New York any recommendations See you in [--] hrs"  
[X Link](https://x.com/CYinvest/status/2022585321901428818)  2026-02-14T08:14Z [---] followers, [--] engagements


"@babyfolio Project developer in utility-scale energy storage (360 MWh BESS) and datacenter infrastructure. All in the Netherlands"  
[X Link](https://x.com/CYinvest/status/2023362199083741385)  2026-02-16T11:41Z [---] followers, [--] engagements


"One of the most underrated dynamics in Nebius $NBIS earnings isnt revenue. Its the demanddelivery timing mismatch. $NBIS ended FY25 with $1.58B in deferred revenue on the balance sheet. At the same time: Active power: 170MW Contracted power: 2GW Target connected YE26: 800MW1GW Think about what that means. They already have multi-year customer commitments. Cash has been collected. Capacity is effectively forward-booked. Demand is not the constraint anymore. Delivery speed is. And thats actually bullish. Why Because once a capital-intensive infra business shifts from: Can we sell capacity to:"  
[X Link](https://x.com/CYinvest/status/2023371442990023147)  2026-02-16T12:18Z [---] followers, [---] engagements


"The AI boom is not constrained by GPUs. Its constrained by transformers. Investors obsess over $NVDA supply. But the real bottleneck isnt GPUs. Its high-voltage transformers. Lead times in parts of the US: [----] months. That means: Even if $MSFT or $AMZN secure GPUs today they may not energize the site for years. Now think about that. AI revenue projections assume: Demand GPU order deployment monetization. Reality in constrained grids: Demand GPU order wait for power wait for transformer delay revenue. That gap doesnt show up in most DCF models. Now look at $IREN. They prioritize regions with"  
[X Link](https://x.com/CYinvest/status/2023379684189155505)  2026-02-16T12:51Z [---] followers, [---] engagements


"You dont see many AI infra companies advertising in the NYC subway. But heres Tavily. Recently acquired by Nebius Group. $NBIS"  
[X Link](https://x.com/CYinvest/status/2023436885696405767)  2026-02-16T16:38Z [---] followers, [----] engagements


"@DeItaone Another geopolitical ego contest. Leaders posture. Markets react. Ordinary people pay the bill"  
[X Link](https://x.com/CYinvest/status/2023732735152439577)  2026-02-17T12:14Z [---] followers, [---] engagements


"Unfortunately this is not just a Dutch issue its increasingly a European pattern. We try to fix policy failures with more layers of rules instead of fixing the incentives. The result A housing crisis driven by permitting gridlock and regulatory stacking Energy projects delayed by years due to procedural overlap Infrastructure stuck in approval loops Capital moving elsewhere because policy risk is too high And now the proposed unrealised gains tax; another attempt to repair a distorted system with even more complexity. When this underperforms in [----] the reflex will be more rules again. At"  
[X Link](https://x.com/CYinvest/status/2023740939122921693)  2026-02-17T12:46Z [---] followers, [--] engagements


"A lot of AI discussions lump all bottlenecks together. Thats a mistake. HBM is a real constraint today but it behaves like memory always has: scarcity capex surge normalization cycles. EUV lithography is different. It doesnt scale with capital alone. It scales with physics engineering depth and time. Thats why some AI bottlenecks fade while others become structural control points in the value chain. Understanding that distinction matters more than chasing AI headlines. AI demand shows no signs of slowing: ASML Holding $ASML sales rose +16% YoY in [----] to a record [----] billion. This marks the"  
[X Link](https://x.com/CYinvest/status/2017867474532733259)  2026-02-01T07:47Z [--] followers, [--] engagements


"I lean $NBIS over $IREN / $CIFR mainly on fundamentals. $NBIS is building a full-stack AI infra platform (compute + networking + software + services) not just bare metal. Multiple hyperscaler contracts already signed Revenue visibility improves materially post-deployment (longer contract duration vs pure infra) Higher long-term gross margin potential vs single-layer miners Current valuation implies execution failure not steady-state economics Market wants proof. Once utilization + revenue ramp show up in earnings risk perception should compress fast."  
[X Link](https://x.com/CYinvest/status/2017919909607469565)  2026-02-01T11:16Z [--] followers, [---] engagements


"$NBIS is trading at a clear valuation and sentiment discount. The stock is now 40% below its all-time high ($141) and just sold off 10% in a single session despite no material change in fundamentals. Market context: Current price: $85 Market cap: $21.5bn Heavy volume: 18M shares traded (above avg) forced de-risking not fundamentals 1Y analyst target: $151+ (implies 75% upside) Fundamentals remain strong: Q3 revenue $146m (+355% YoY) Exit ARR $551m $79bn ARR guided for YE-2026 [---] GW contracted power by [----] Capacity sold out demand supply Core AI infra at 19% adj. EBITDA margin Valuation"  
[X Link](https://x.com/CYinvest/status/2018265044237095413)  2026-02-02T10:07Z [--] followers, [----] engagements


"@NoLimitGains Turning a theoretical lab experiment into gold as common as copper is a massive leap. If China could do this at scale they wouldnt be hoarding physical gold and we wouldnt hear it first from an X thread"  
[X Link](https://x.com/CYinvest/status/2018347560956477553)  2026-02-02T15:35Z [--] followers, [---] engagements


"@TeraWulfInc This is bullish for the entire NeoCloud stack. As AI demand accelerates the winners will be those with secured power scalable land and execution track records. $IREN and $NBIS are positioned ahead of the curve"  
[X Link](https://x.com/CYinvest/status/2018435962657710522)  2026-02-02T21:26Z [--] followers, [----] engagements


"@DeItaone If NVIDIA were the issue the entire AI stack would be stalling. It isnt"  
[X Link](https://x.com/CYinvest/status/2018438011361317310)  2026-02-02T21:34Z [--] followers, 13.2K engagements


"@KobeissiLetter Calling this an acquisition feels generous. Its more like Elon Musk reorganizing his own balance sheet. Moving money from his left pocket to his right pocket all for IPO prep"  
[X Link](https://x.com/CYinvest/status/2018442813206360281)  2026-02-02T21:54Z [--] followers, [---] engagements


"@Mr_Derivatives Exactly. This wasnt fresh demand it was forced liquidation first then a positioning squeeze. Gold & silver were sold for balance-sheet liquidity not because the thesis broke. Once that pressure faded monster bounce. Ready for the bounce lets go"  
[X Link](https://x.com/CYinvest/status/2018630462466642067)  2026-02-03T10:19Z [--] followers, [---] engagements


"@DeItaone A Fed governor saying inflation isnt a concern and rates should be cut 100bps in [----] yet markets still trade like policy stays tight forever. Interesting"  
[X Link](https://x.com/CYinvest/status/2018683350097989803)  2026-02-03T13:49Z [--] followers, [---] engagements


"$PYPL down 18% after earnings. This is not a collapse of the business but a collapse of the growth narrative. Low single-digit revenue growth declining take rates and intensifying competition leave little support for a fintech multiple. The market is no longer debating survival but valuation. Strong cash flow. Weak momentum. That gap is whats being priced. Personally no position in PayPal and no plans to initiate one. https://twitter.com/i/web/status/2018689483974009196 https://twitter.com/i/web/status/2018689483974009196"  
[X Link](https://x.com/CYinvest/status/2018689483974009196)  2026-02-03T14:14Z [--] followers, [---] engagements


"@KobeissiLetter Condos are the pressure valve of housing. Higher HOA fees insurance costs and tighter financing hit here first. Single-family usually lags"  
[X Link](https://x.com/CYinvest/status/2018689735187673456)  2026-02-03T14:15Z [--] followers, [---] engagements


"Broad market sell-off but $IREN and $NBIS holding up relatively well. Relative strength in a weak tape often tells you where smart money is not selling. Watching closely"  
[X Link](https://x.com/CYinvest/status/2018772503213097361)  2026-02-03T19:44Z [--] followers, [---] engagements


"$QQQ -1.5% on the day. Meanwhile $NBIS +2.0% and $IREN +2.5% holding up strong. Thats relative strength. Not all tech trades the same in a sell-off"  
[X Link](https://x.com/CYinvest/status/2018926899972518072)  2026-02-04T05:57Z [--] followers, [---] engagements


"AI is a capex-driven infrastructure build-out AI investment is funded primarily by corporate balance sheets and cash flows not consumer credit. Big Tech capex ( $QQQ) estimates: $427B (2025) $562B (2026) $637B (2027) That is not speculative leverage that is long-term capital allocation. Meta ( $META) alone guides $115135B capex in [----] largely for AI infrastructure. (3/8) https://twitter.com/i/web/status/2018940613018685533 https://twitter.com/i/web/status/2018940613018685533"  
[X Link](https://x.com/CYinvest/status/2018940613018685533)  2026-02-04T06:52Z [---] followers, [--] engagements


"This cycle has audited revenue not paper profits In [----] profits were accounting artifacts tied to mispriced risk. In AI revenue is real: NVIDIA ( $NVDA) FY2025 revenue: $130.5B (+114% YoY) Data Center segment: +142% YoY ( $NBIS $IREN $CRWV) That is physical product delivered deployed and paid for not financial engineering. (4/8) https://twitter.com/i/web/status/2018940616361615786 https://twitter.com/i/web/status/2018940616361615786"  
[X Link](https://x.com/CYinvest/status/2018940616361615786)  2026-02-04T06:52Z [--] followers, [---] engagements


"The ultimate reality check: power Bubbles dont consume electricity at scale. According to the IEA: Data centers used [---] TWh in [----] (1.5% of global electricity) Projected to reach [---] TWh by [----] driven mainly by AI workloads This implies: New generation capacity Grid upgrades & substations Long-term PPAs Power-constrained growth Thats why AI increasingly behaves like an energy & infrastructure trade. (5/8)"  
[X Link](https://x.com/CYinvest/status/2018940619654115611)  2026-02-04T06:52Z [--] followers, [--] engagements


"Why this matters for AI infrastructure stocks The bottleneck is shifting from chips power + grid + capacity. Thats why infrastructure names show relative strength: $IREN vertically integrated compute + power $NBIS AI-native infrastructure exposure Utilities / electrification: $NEE $DUK Power & cooling suppliers: $ETN $VRT This is not AI hype its industrial scale deployment. (6/8) https://twitter.com/i/web/status/2018940622028054537 https://twitter.com/i/web/status/2018940622028054537"  
[X Link](https://x.com/CYinvest/status/2018940622028054537)  2026-02-04T06:52Z [--] followers, [---] engagements


"@KobeissiLetter Important to note: this move says more about USD debasement and real rates than about gold itself. Gold doesnt rally 17% in 48h in a stable monetary environment"  
[X Link](https://x.com/CYinvest/status/2018940933060825534)  2026-02-04T06:53Z [--] followers, [---] engagements


"$GOOGL might be the most valuable company in the world in [--] years. Heres why: Unmatched ecosystem: Search YouTube Android Chrome Maps Gmail and billions of daily touchpoints Default distribution across the internet and mobile Data + feedback loops no competitor can replicate Vertical AI stack: Gemini + in-house TPUs + custom datacenter infra Search cash flows fund AI at hyperscale without dilution Cloud + AI finally converging into a platform not a product This isnt a single business. Its a self-reinforcing ecosystem. $GOOG https://twitter.com/i/web/status/2019165877929693381"  
[X Link](https://x.com/CYinvest/status/2019165877929693381)  2026-02-04T21:47Z [--] followers, [---] engagements


"Fair point execution risk is real I definitely agree with you. But thats also exactly why this isnt being valued like a signed lease REIT today. The bet is that power + land + interconnection get scarcer faster than hyperscalers can wait. If IREN delivers most of the build (not perfect) the optionality alone rerates the asset. It really comes down to how much execution risk youre willing to underwrite versus how tight you think future capacity gets. https://twitter.com/i/web/status/2019290077172482081 https://twitter.com/i/web/status/2019290077172482081"  
[X Link](https://x.com/CYinvest/status/2019290077172482081)  2026-02-05T06:00Z [--] followers, [---] engagements


"$IREN doesnt need to abandon BTC it needs to outgrow it. Independence comes from revenue quality not ideology. This is the path: Rebalance the revenue mix BTC mining = volatile cycle-driven cash flows AI / HPC = contracted duration-based revenues Sign long-term compute contracts Multi-year fixed or indexed pricing earnings visibility This is what the market actually rewards with higher multiples Use power optionality intelligently When BTC margins compress redirect electrons to AI workloads Power flexibility = embedded hedge BTC becomes downside protection not the thesis Mining covers fixed"  
[X Link](https://x.com/CYinvest/status/2019322818857517167)  2026-02-05T08:10Z [--] followers, [---] engagements


"@KymKettler @zerohedge Realistically there are only two options: 1.mandatory pension assets are exempt or 2.pension funds pay any tax at fund level. Taxing individuals on unrealized gains in locked pension pots simply cant work"  
[X Link](https://x.com/CYinvest/status/2019400235131584739)  2026-02-05T13:18Z [--] followers, [---] engagements


"$IREN $NBIS by year-end these may be the levels we wish we had bought at"  
[X Link](https://x.com/CYinvest/status/2019402482724794374)  2026-02-05T13:27Z [--] followers, [---] engagements


"$IREN Often bearish sentiment going into earnings creates better risk/reward than crowded bullish setups. Expectations matter"  
[X Link](https://x.com/CYinvest/status/2019410273883549813)  2026-02-05T13:58Z [--] followers, 10.6K engagements


"@DeItaone This is exactly what I flagged earlier. Memory (DRAM/HBM) is becoming the real bottleneck again especially for AI & server build-outs. Higher prices margin expansion for suppliers but increasing pressure on OEMs and capex planning. https://x.com/cyinvest/status/2016818217612611930s=46&t=x7islyfXokdktGLNQiCBMQ $NVIDIA strategic move: Multisource or die. To avoid lock-in $NVDA began qualifying both $MU and Samsung for HBM3E and HBM4 supply. This isnt a procurement move its a platform control move. NVIDIA refuses to give roadmap or pricing leverage to memory suppliers. Result:"  
[X Link](https://x.com/CYinvest/status/2019425135179231683)  2026-02-05T14:57Z [--] followers, [----] engagements


"Funny how the companies with the smartest talent and deepest data ( $AMZN $GOOGL $META $MSFT ) are willing to spend aggressively on the future. Meanwhile Wall Street still struggles to think beyond its own block"  
[X Link](https://x.com/CYinvest/status/2019526848569540991)  2026-02-05T21:41Z [--] followers, [---] engagements


"$IREN What looks like a revenue miss is actually a deliberate upgrade in revenue quality. Less BTC beta more contracted AI/HPC cash flows. BTC becomes downside protection not the thesis. Execution and infrastructure are already in place whats missing now are final contract announcements not demand. $IREN doesnt need to abandon BTC it needs to outgrow it. Independence comes from revenue quality not ideology. This is the path: Rebalance the revenue mix BTC mining = volatile cycle-driven cash flows AI / HPC = contracted duration-based revenues Sign long-term $IREN doesnt need to abandon BTC it"  
[X Link](https://x.com/CYinvest/status/2019697105850245194)  2026-02-06T08:58Z [--] followers, [---] engagements


"Fair question. I dont think this is capex being cut its capex being reshuffled. In the near to medium term memory (HBM/DRAM) is still the gating factor: capacity cant scale as fast as AI compute and adding supply takes years not quarters. Longer term more suppliers and better yields will ease the pressure. But for the next few build cycles this shows up as capex sequencing and timing not weaker AI demand. https://twitter.com/i/web/status/2019733870338343290 https://twitter.com/i/web/status/2019733870338343290"  
[X Link](https://x.com/CYinvest/status/2019733870338343290)  2026-02-06T11:24Z [--] followers, [--] engagements


"Lets talk about a new bottleneck for AI inference that isnt compute: Data movement and latency. Inference workloads are brutally time-constrained. Every token requires weights to be fetched moved and synchronized in milliseconds. When memory interconnects or networks lag GPUs stall no matter how many FLOPs they have. Thats why AI inference bottlenecks emerge when: Memory bandwidth cant keep up with model size Interconnects saturate before compute Network latency dominates token time This bottleneck is exactly whats driving the next wave of AI Capex. Big Tech isnt just buying GPUs anymore its"  
[X Link](https://x.com/CYinvest/status/2019807144569086194)  2026-02-06T16:15Z [--] followers, [--] engagements


"Most people talk about AI as software or chips. The real constraints are infrastructure: power data centers financing and execution. I focus on where those bottlenecks create mispricing before the market catches up"  
[X Link](https://x.com/CYinvest/status/2018642726989025713)  2026-02-03T11:08Z [---] followers, [---] engagements

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