#  @LongArcNews Nazem Alkudsi Nazem Alkudsi posts on X about ai, more than, egypt, history the most. They currently have [---] followers and [--] posts still getting attention that total [------] engagements in the last [--] hours. ### Engagements: [------] [#](/creator/twitter::2019410861971193856/interactions)  ### Mentions: [--] [#](/creator/twitter::2019410861971193856/posts_active)  ### Followers: [---] [#](/creator/twitter::2019410861971193856/followers)  ### CreatorRank: [-------] [#](/creator/twitter::2019410861971193856/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) 38.33% [countries](/list/countries) 20% [stocks](/list/stocks) 5% [technology brands](/list/technology-brands) 5% [cryptocurrencies](/list/cryptocurrencies) #6635 [travel destinations](/list/travel-destinations) 3.33% [automotive brands](/list/automotive-brands) 1.67% [currencies](/list/currencies) 1.67% [financial services](/list/financial-services) 1.67% [fashion brands](/list/fashion-brands) 1.67% **Social topic influence** [ai](/topic/ai) 21.67%, [more than](/topic/more-than) 8.33%, [egypt](/topic/egypt) #1336, [history](/topic/history) 6.67%, [gdp](/topic/gdp) #246, [debt](/topic/debt) #1295, [schroders](/topic/schroders) #8, [countries](/topic/countries) 3.33%, [bitcoin](/topic/bitcoin) #2704, [the most](/topic/the-most) 3.33% **Top accounts mentioned or mentioned by** [@joemurp09609535](/creator/undefined) [@maxndayizeye](/creator/undefined) [@birthgauge](/creator/undefined) [@adamasnemesis](/creator/undefined) [@shanumathew93](/creator/undefined) [@notsooliberal](/creator/undefined) [@wab38856](/creator/undefined) [@jdip09](/creator/undefined) [@hughie4591](/creator/undefined) **Top assets mentioned** [Bitcoin (BTC)](/topic/bitcoin) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Uber Technologies, Inc. (UBER)](/topic/$uber) [MP Materials Corp. (MP)](/topic/$mp) ### Top Social Posts Top posts by engagements in the last [--] hours "Project Vault is not a trade policy. It is the architecture of a parallel mineral economy one that will determine which sovereign funds outperform for the next decade and which become price-takers in a bifurcated world" [X Link](https://x.com/LongArcNews/status/2021230895512817780) 2026-02-10T14:32Z [---] followers, [---] engagements "The numbers: $10bn EXIM loan (largest single direct loan in the agency's history) $2bn private capital from GM Stellantis Boeing Google. [--] countries at the first Critical Minerals Ministerial. [--] bilateral frameworks signed in a single week" [X Link](https://x.com/LongArcNews/status/2021231482782556218) 2026-02-10T14:35Z [---] followers, [---] engagements "Now connect the dots. PIF just pivoted toward minerals and industrials in its 2026-2030 reset. Khazanah is quietly compounding at 5.2%. EM local-currency bonds are structurally strong. The rotation signal is obvious: sovereign capital that meets Washington's "secure and responsible" criteria accepts local-content requirements and hedges via EM instruments will capture both the geopolitical premium and the developmental upside" [X Link](https://x.com/LongArcNews/status/2021231837444751605) 2026-02-10T14:36Z [---] followers, [---] engagements "Consensus still treats AI capex as unalloyed growth. Markets have not yet priced the grid power and water externalities. The Trump admin is already pushing Big Tech to internalise data-centre costs. The real 2026-27 surprise may be sovereign funds rotating out of pure hyperscaler exposure into energy infrastructure and critical-minerals upstream. https://twitter.com/i/web/status/2021232064394354802 https://twitter.com/i/web/status/2021232064394354802" [X Link](https://x.com/LongArcNews/status/2021232064394354802) 2026-02-10T14:37Z [---] followers, [---] engagements "Bitcoin miners are becoming AI data centers. Same power. Same cooling. Different demand curve. The assets sovereign funds wrote down in [----] may be the AI infrastructure of 2026" [X Link](https://x.com/LongArcNews/status/2022214989214630101) 2026-02-13T07:43Z [---] followers, 10.5K engagements "$1.2T erased from software in five sessions. Apollo halved its software lending. UBS says 25-35% of private credit is exposed. The SaaSpocalypse is migrating from headline to balance sheet" [X Link](https://x.com/LongArcNews/status/2022261503148044772) 2026-02-13T10:48Z [---] followers, [---] engagements "4/6 This is where the structural thesis and the capital flows collide. PIF ($925B) Mubadala ($327B) and GIC are deploying into AI infrastructure minerals and megacity development all in the most water-stressed corridor on earth. Theyre building the future on a resource theyre running out of. The contrarian trade isnt against these funds. Its front-running their inevitable pivot into water tech desal and closed-loop cooling. That allocation shift hasnt been priced. https://twitter.com/i/web/status/2021645793674064376 https://twitter.com/i/web/status/2021645793674064376" [X Link](https://x.com/LongArcNews/status/2021645793674064376) 2026-02-11T18:01Z [---] followers, [--] engagements "Thread The Sovereign Compute Trade 1/7 Three sovereign wealth funds just wrote the largest AI check in history. But the story isn't the $30B. It's the $50B infrastructure commitment underneath it and the electricity guarantees that come with sovereign credit" [X Link](https://x.com/LongArcNews/status/2022283791251996692) 2026-02-13T12:16Z [---] followers, [---] engagements "The BIS framing meets this week's central bank divergence: PBoC injecting CNY 1T via outright repos. BOJ at 0.75%. RBI with room for 125bp of cuts. Same global rate environment five different answers. Korean household data show that higher interest rates result in more negative effects on future consumption by vulnerable household borrowers than by normal borrowers. A larger share of zombie borrowers also explains lower aggregate consumption growth. https://t.co/pxSJW5gQxu https://t.co/yoaSLyqGSt Korean household data show that higher interest rates result in more negative effects on future" [X Link](https://x.com/LongArcNews/status/2022345445658538450) 2026-02-13T16:21Z [---] followers, [---] engagements "History is patient. We are not. I've spent a lifetime at the intersection of civilizations watching how belief power and capital shape what nations build and what they forget. I don't have answers. But I've learned which questions matter. This is The Long Arc. http://nazem.substack.com/p/welcome-to-the-long-arc http://nazem.substack.com/p/welcome-to-the-long-arc" [X Link](https://x.com/LongArcNews/status/2019856654695895169) 2026-02-06T19:32Z [---] followers, 13K engagements "Thank you for the summary. But let me add something Grok missed: the real insight isnt just about repurposing hardware. Its about timing and institutional psychology. Sovereign funds wrote these assets down when crypto sentiment collapsed not because the underlying infrastructure lost its utility. The power contracts the cooling systems the land none of that changed. What changed was the narrative. Now AI needs exactly what crypto built and the funds that marked these assets to zero may end up buying them back at a premium. Thats not a market correction. Thats an expensive lesson in confusing" [X Link](https://x.com/LongArcNews/status/2022243274971644260) 2026-02-13T09:35Z [---] followers, [--] engagements "6/7 Norway's $2T sovereign fund stress-tested this. Result: equity portfolio could lose more than half its value in an AI correction scenario. The scenario now has a geological dimension no one modeled" [X Link](https://x.com/LongArcNews/status/2022283803423809688) 2026-02-13T12:16Z [---] followers, [--] engagements "7/7 The question isn't whether sovereign compute is a good trade. It's whether the physical infrastructure supporting it has been priced on assumptions the geology no longer supports. Who audits the ground beneath the server" [X Link](https://x.com/LongArcNews/status/2022283805521027229) 2026-02-13T12:16Z [---] followers, [--] engagements "Johannesburg: [--] days without water. South Africa: 47% of piped water lost to leaks. The country produces most of the worlds platinum. Water and minerals are the same risk" [X Link](https://x.com/LongArcNews/status/2022338485026492906) 2026-02-13T15:54Z [---] followers, [---] engagements "Two stories this week that look unrelated. One: the US became Intel's largest shareholder. Two: [--] countries convened for a critical-minerals trading bloc. They are the same story" [X Link](https://x.com/LongArcNews/status/2022341237718876352) 2026-02-13T16:04Z [---] followers, [--] engagements "Meanwhile Johannesburg has gone 21+ days without water. South Africa: major supplier of platinum manganese chrome vanadium. Mining is water-intensive. The minerals bloc's supply security depends on infrastructure in producing jurisdictions" [X Link](https://x.com/LongArcNews/status/2022341249936863408) 2026-02-13T16:05Z [---] followers, [--] engagements "Full-stack sovereignty: from mine to chip from water table to board table. The question for allocators: which side of the bifurcation is your portfolio on and have you stress-tested what's underneath it" [X Link](https://x.com/LongArcNews/status/2022341252382183862) 2026-02-13T16:05Z [---] followers, [--] engagements "The CBO's own February projections tell the structural story behind this number: net interest costs heading to $2.1T by [----]. Inflation is cooling. The debt trajectory is not. Allocators watching one without the other see half the picture. DON'T BE A PANICAN ✅ Core inflation at its lowest level since [----] 💰 Private sector wages outpacing inflation 📉 Gas prices are down 7.5% year over year https://t.co/ijvS6UNdyl DON'T BE A PANICAN ✅ Core inflation at its lowest level since [----] 💰 Private sector wages outpacing inflation 📉 Gas prices are down 7.5% year over year https://t.co/ijvS6UNdyl" [X Link](https://x.com/LongArcNews/status/2022342437377851793) 2026-02-13T16:09Z [---] followers, [---] engagements "Inflation cools. But the CBO just projected US debt crossing 100% of GDP this fiscal year and 120% by [----]. For fixed-income allocators the rate path matters less than the debt trajectory underneath it. Just in: US inflation fell more than expected to 2.4% in January in the latest sign that price pressures are easing in the worlds biggest economy. https://t.co/H72yoTaWH2 https://t.co/HE6aaa4e3t Just in: US inflation fell more than expected to 2.4% in January in the latest sign that price pressures are easing in the worlds biggest economy. https://t.co/H72yoTaWH2 https://t.co/HE6aaa4e3t" [X Link](https://x.com/LongArcNews/status/2022343603725680838) 2026-02-13T16:14Z [---] followers, [---] engagements "@MaxNdayizeye Kenya's NIF and SWF legislation Botswana modeling on Temasek Egypt restructuring [--] SOEs the African sovereign capital architecture is being built in real time. Your coverage of this space matters more than most realize" [X Link](https://x.com/LongArcNews/status/2022349416531952124) 2026-02-13T16:37Z [---] followers, [--] engagements "The point is much wider than any single tradition. Its about Confucian ethics Hindu philosophy African oral traditions Latin American legal frameworks Buddhist epistemology entire civilizations with distinct ways of reasoning about justice family commerce and truth. Reducing it to one label misses the scale of whats at stake" [X Link](https://x.com/LongArcNews/status/2020878402107187223) 2026-02-09T15:12Z [---] followers, [--] engagements "The UK case is a civilizational pattern playing out in real time: when institutions built for one trade architecture get severed from it the structural gap doesn't just show up in GDP it reshapes where sovereign capital flows. Gulf SWFs and Asian pension funds are already re-routing around London. The question isn't whether Brexit was right or wrong it's whether institutional investors have repriced for a permanently fragmented trade order. https://twitter.com/i/web/status/2021501550049337449 https://twitter.com/i/web/status/2021501550049337449" [X Link](https://x.com/LongArcNews/status/2021501550049337449) 2026-02-11T08:28Z [---] followers, [--] engagements "The Venezuela comparison is arresting and it maps onto what were seeing in real time. Chinese banks are reducing US Treasury holdings to their lowest since [----]. Gold is up 74% YoY. The question isnt just about yuan exposure. Its about what happens to the entire architecture of cross-border settlement when the worlds second-largest economy is repricing trust. De-dollarization isnt a theory anymore. Its a logistics problem. https://x.com/PeterZeihan/status/2020965930789155017 https://x.com/PeterZeihan/status/2020965930789155017" [X Link](https://x.com/LongArcNews/status/2021591222561972390) 2026-02-11T14:24Z [---] followers, [---] engagements "This is the question that should keep every AI investor awake at night. Anthropic is raising $20B+ at a $350B valuation. Alphabet issued $20B in bonds for $185B in capex. But the grid cant keep up data center demand tripled and interconnection queues stretch years. The capital is there. The electrons arent. https://x.com/ShanuMathew93/status/2021335877797151033 https://x.com/ShanuMathew93/status/2021335877797151033" [X Link](https://x.com/LongArcNews/status/2021592008754864549) 2026-02-11T14:27Z [---] followers, [---] engagements "1/6 The UN just declared the world is heading toward global water bankruptcy. But heres what they wont say: institutional finance has no water allocation framework. No water beta. No water-adjusted discount rate. We price carbon duration and volatility but the input that governs all three remains unmodeled. Thats not an oversight. Its a market failure hiding in plain sight. 🧵 https://twitter.com/i/web/status/2021643963430842609 https://twitter.com/i/web/status/2021643963430842609" [X Link](https://x.com/LongArcNews/status/2021643963430842609) 2026-02-11T17:54Z [---] followers, [---] engagements "2/6 Jordan just committed $6B to a single desalination plant 40% of its drinking water from one facility. This is the new sovereign capex thesis: water as national security infrastructure. Expect $200B+ in desal megaprojects across the Gulf North Africa and Southwest US this decade. The companies building membrane tech and energy recovery systems are trading at multiples that assume theyre utilities. Theyre not. Theyre defense contractors for the 21st century. https://twitter.com/i/web/status/2021644906645930347 https://twitter.com/i/web/status/2021644906645930347" [X Link](https://x.com/LongArcNews/status/2021644906645930347) 2026-02-11T17:58Z [---] followers, [---] engagements "3/6 Everyone frames AI as an energy problem. Its not. Its a water problem wearing an energy disguise. A single GPT-4 query consumes roughly 500ml of water. Multiply by billions of daily inferences. Now map the AI buildout geography: Texas Arizona the Gulf the same regions already in water deficit. The constraint that kills the AI supercycle wont be chips or power. Itll be cooling water permits. https://twitter.com/i/web/status/2021645331562475706 https://twitter.com/i/web/status/2021645331562475706" [X Link](https://x.com/LongArcNews/status/2021645331562475706) 2026-02-11T17:59Z [---] followers, [--] engagements "2/ Schroders could not survive alone because sub-$1T active managers lack the distribution scale and alternatives capability to compete on cost. The margin compression was technology-driven: passive indexing direct indexing model portfolios" [X Link](https://x.com/LongArcNews/status/2021933795780571263) 2026-02-12T13:05Z [---] followers, [---] engagements "3/ SaaS companies are being repriced because agentic AI makes the human userthe "seat"optional. When the unit of value shifts from user access to task completion the entire pricing architecture collapses. IDC: 70% of vendors refactor pricing by 2028" [X Link](https://x.com/LongArcNews/status/2021933798079013249) 2026-02-12T13:05Z [---] followers, [---] engagements "4/ THE BRIDGE: In both cases technology commoditizes the core product. Survival requires controlling either distribution proprietary data or the governance layer. Nuveen-Schroders controls distribution. LSEG controls data. The SaaS survivors will control AI orchestration" [X Link](https://x.com/LongArcNews/status/2021933800696250650) 2026-02-12T13:05Z [---] followers, [---] engagements "5/ For allocators: Apollo already halved its software lending exposure through [----]. UBS estimates 25-35% of private credit portfolios face elevated AI disruption risk. This is not a sector call. It is a portfolio architecture question" [X Link](https://x.com/LongArcNews/status/2021933803061821667) 2026-02-12T13:05Z [---] followers, [---] engagements "6/ The Suleyman predictionprofessional white-collar automation in 12-18 monthsis not a technology forecast. It is a consolidation forecast. The firms that absorb the automation first will acquire the firms that cannot adapt fast enough" [X Link](https://x.com/LongArcNews/status/2021933805893009425) 2026-02-12T13:05Z [---] followers, [---] engagements "The transformer bottleneck is the binding constraint nobody prices correctly. Norway's SWF just signaled battery storage as a new infrastructure sleeve. But without the grid hardware to connect storage to load the capacity sits idle. Your lead-time data is the missing input in most energy transition models. https://twitter.com/i/web/status/2021950060930773250 https://twitter.com/i/web/status/2021950060930773250" [X Link](https://x.com/LongArcNews/status/2021950060930773250) 2026-02-12T14:10Z [---] followers, [--] engagements "Norways $2.2 trillion fund prepares first battery storage investment. Not wind. Not solar. The grid flexibility layer. Where the next infrastructure sleeve forms" [X Link](https://x.com/LongArcNews/status/2021952402367426793) 2026-02-12T14:19Z [---] followers, [--] engagements "Egypt just announced [--] state-owned companies are being restructured [--] transferred to its Sovereign Fund [--] designated for IPO. This is the most ambitious SOE reform pipeline in MENA since Saudi Arabia's Aramco listing. Here's why it matters for sovereign capital flows. 🧵" [X Link](https://x.com/LongArcNews/status/2021953539451584638) 2026-02-12T14:24Z [---] followers, [---] engagements "Not wind. Not solar. Battery storage. When the world's largest sovereign fund opens a new infrastructure sleeve the signal is not about batteries. It is about what comes after the energy transition's generation phase: the grid flexibility layer. Different risk profile. Different return structure. Different counterparties. https://x.com/staunovo/status/2021676576627175689 https://x.com/staunovo/status/2021676576627175689" [X Link](https://x.com/LongArcNews/status/2021953596523491418) 2026-02-12T14:24Z [---] followers, [---] engagements "The architecture matters more than the headline. Egypt is using the SWF as an intermediary restructuring vehicle professionalize governance first then selectively list. This is the PIF playbook not the Aramco playbook. The sequencing is what determines whether valuations hold. https://twitter.com/i/web/status/2021953626705736063 https://twitter.com/i/web/status/2021953626705736063" [X Link](https://x.com/LongArcNews/status/2021953626705736063) 2026-02-12T14:24Z [---] followers, [--] engagements "The CIO question every allocator should be asking: are you pricing the reform option (the convexity of Egypt delivering) or the carry trade (Egyptian yields under IMF discipline) Those are fundamentally different positions. Most EM frameworks conflate them" [X Link](https://x.com/LongArcNews/status/2021954062795878670) 2026-02-12T14:26Z [---] followers, [--] engagements "If Egypt delivers even half this pipeline Cairo's equity market cap reprices structurally. The Ras El-Hekma deal proved Gulf capital moves at scale when the structure is right. The SFE is trying to institutionalize that proof of concept across [--] companies" [X Link](https://x.com/LongArcNews/status/2021954140587667944) 2026-02-12T14:26Z [---] followers, [--] engagements "Schroders lasted [---] years. Nuveen's 9.9bn bid ends it. The last independent UK asset manager is now owned by American retirees. What does the City of London manage tomorrow" [X Link](https://x.com/LongArcNews/status/2022261365856141454) 2026-02-13T10:47Z [---] followers, [---] engagements "The GDP-per-job calculation here deserves more attention from the allocator community. If data center construction drives one-third of US GDP growth but creates a fraction of the employment the political sustainability of the buildout becomes a portfolio risk factor. Original data like this sharpens the question. https://twitter.com/i/web/status/2022267649900835141 https://twitter.com/i/web/status/2022267649900835141" [X Link](https://x.com/LongArcNews/status/2022267649900835141) 2026-02-13T11:12Z [---] followers, [--] engagements "222 years of independence ended by a 34% premium. The Schroder family's 41% stake was committed irrevocably. In five years every UK wealth manager will be owned by US retirement capital or a private equity firm. The consolidation is structural not cyclical. https://x.com/FT/status/2021931519791583470 https://x.com/FT/status/2021931519791583470" [X Link](https://x.com/LongArcNews/status/2022269532346495273) 2026-02-13T11:20Z [---] followers, [---] engagements "Bitcoin miners aren't mining bitcoin anymore. They're selling power purchase agreements to AI companies. Same facilities same electricity different output. The infrastructure narrative is inverting" [X Link](https://x.com/LongArcNews/status/2022271234709590359) 2026-02-13T11:26Z [---] followers, [---] engagements "The mining economics are brutal agreed. But the thesis isn't about mining. It's about who controls the power infrastructure when the demand curve shifts. The facilities the PPAs the grid interconnections those don't depreciate on the same curve as ASICs. The pivot is from commodity extraction to infrastructure monetization. https://twitter.com/i/web/status/2022278331526430885 https://twitter.com/i/web/status/2022278331526430885" [X Link](https://x.com/LongArcNews/status/2022278331526430885) 2026-02-13T11:55Z [---] followers, [--] engagements "@JoeMurp09609535 Thanks Joe. Glad it landed" [X Link](https://x.com/LongArcNews/status/2022281211536887836) 2026-02-13T12:06Z [---] followers, [--] engagements "2/7 Anthropic closed at $380B led by GIC MGX and QIA. The same week Mubadala sold Getir to Uber for $435M and PIF revealed $1.15T in assets. Gulf SWFs are recycling capital from consumer tech into hard compute infrastructure" [X Link](https://x.com/LongArcNews/status/2022283793818943833) 2026-02-13T12:16Z [---] followers, [--] engagements "3/7 Data centers now consume [----] GW in the US. By 2030: [-----] GW. NERC warns of summer blackout risk in [----]. Data centers drove one-third of US GDP growth last year. The resource intensity is not theoretical. It is here" [X Link](https://x.com/LongArcNews/status/2022283796293554651) 2026-02-13T12:16Z [---] followers, [--] engagements "4/7 THE BRIDGE The same corridors where sovereign-backed data centers are being built Texas Virginia Arizona are the corridors where the ground is sinking fastest. Nature Cities: [--] US metro areas subsiding. [-----] buildings at risk" [X Link](https://x.com/LongArcNews/status/2022283798524899521) 2026-02-13T12:16Z [---] followers, [--] engagements "Commerce took a 9.9% stake in Intel for $8.9B. Pentagon took 15% of MP Materials. Across six months more than $10B in equity across nine companies. Semiconductors. Rare earths. Nuclear. Not grants. Ownership" [X Link](https://x.com/LongArcNews/status/2022341240164102336) 2026-02-13T16:04Z [---] followers, [--] engagements "This week in Washington: [--] foreign ministers. A $12B strategic reserve. The largest EXIM loan in history. Price floors on processed minerals. Standing coordination with Canada UK Australia Japan South Korea DRC Ukraine" [X Link](https://x.com/LongArcNews/status/2022341242349375715) 2026-02-13T16:05Z [---] followers, [--] engagements "Equity stakes secure downstream fabrication. The minerals bloc secures upstream supply. Together: a government-backstopped friend-shored supply chain from mine to finished chip. One vertical integration play wearing two policy hats" [X Link](https://x.com/LongArcNews/status/2022341244702404960) 2026-02-13T16:05Z [---] followers, [--] engagements "@BirthGauge @AdamasNemesis This connects directly to the care economy infrastructure gap. When [---] million healthcare workers may exit the workforce by [----] the fertility question becomes a workforce capacity question. Same data different time horizon" [X Link](https://x.com/LongArcNews/status/2022348283289678011) 2026-02-13T16:32Z [---] followers, [--] engagements "@ShanuMathew93 The $2.5 trillion infrastructure gap meets $650 billion in AI capex demands. Your point about grid stress is the binding constraint that most AI investors have not priced in. The electrons have to arrive before the intelligence can deploy" [X Link](https://x.com/LongArcNews/status/2022348969243025587) 2026-02-13T16:35Z [---] followers, [--] engagements "Most coverage frames this as "US vs China supply chains." It is bigger than that. This is the blueprint for a parallel mineral economy with its own price discovery its own capital stack and its own ESG gate. Sovereign funds that see this early will co-invest on terms that did not exist [--] months ago. IntroducingProject Vaulta critical mineral stockpile for American businesses unaffected bymarket disruptions.💎 https://t.co/Hd14JxujdP IntroducingProject Vaulta critical mineral stockpile for American businesses unaffected bymarket disruptions.💎 https://t.co/Hd14JxujdP" [X Link](https://x.com/LongArcNews/status/2021251381143928893) 2026-02-10T15:54Z [---] followers, 14.7K engagements "Original analysis connecting pharmaceutical adoption rates to consumption deflation. The institutional capital angle is the insurance repricing that follows: if a structurally thinner population changes mortality and morbidity curves every life and health book needs revision. The data you're tracking is the leading indicator. https://twitter.com/i/web/status/2021887053244641326 https://twitter.com/i/web/status/2021887053244641326" [X Link](https://x.com/LongArcNews/status/2021887053244641326) 2026-02-12T10:00Z [---] followers, [--] engagements "1/ Two stories today that seem unrelated. One: Nuveen buys Schroders for 9.9bn ending [---] years of independence. Two: SaaS stocks lose $285bn in a week. Same structural force. Different casualties" [X Link](https://x.com/LongArcNews/status/2021933793414983886) 2026-02-12T13:05Z [---] followers, [----] engagements "7/ The question is not whether your portfolio holds software or asset management. The question is whether your underwriting assumptions were built on a world where per-seat pricing and sub-scale independence were viable. That world ended this week" [X Link](https://x.com/LongArcNews/status/2021933808204099849) 2026-02-12T13:06Z [---] followers, [----] engagements "UK Treasury just appointed HSBC for digital gilt issuance. Same week stablecoins go mainstream as payment rail. Tokenized sovereign debt meets digital settlement. The intermediation layer between borrowing and payment just got very thin" [X Link](https://x.com/LongArcNews/status/2021945529115324506) 2026-02-12T13:52Z [---] followers, [----] engagements "The US government is now Intels largest shareholder. Not crisis intervention. Not TARP. Peacetime equity in the companies it regulates. The Portfolio State has arrived who prices that" [X Link](https://x.com/LongArcNews/status/2022338273922982086) 2026-02-13T15:53Z [---] followers, [----] engagements "What We're Watching This Week: Abu Dhabi unified $263B under new sovereign leadership. Norway suspended ethical guidelines on $2.2T. Both models in flux no replacement architecture named. Meanwhile: US-Taiwan $500B chip program Big Tech's $650B AI infra (on a C- grid) and EPA dismantled climate regulation. Subscribe for full analysis. https://twitter.com/i/web/status/2022350459609252200 https://twitter.com/i/web/status/2022350459609252200" [X Link](https://x.com/LongArcNews/status/2022350459609252200) 2026-02-13T16:41Z [---] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@LongArcNews Nazem Alkudsi
Nazem Alkudsi posts on X about ai, more than, egypt, history the most. They currently have [---] followers and [--] posts still getting attention that total [------] engagements in the last [--] hours.
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Mentions: [--] #
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Social Influence
Social category influence finance 38.33% countries 20% stocks 5% technology brands 5% cryptocurrencies #6635 travel destinations 3.33% automotive brands 1.67% currencies 1.67% financial services 1.67% fashion brands 1.67%
Social topic influence ai 21.67%, more than 8.33%, egypt #1336, history 6.67%, gdp #246, debt #1295, schroders #8, countries 3.33%, bitcoin #2704, the most 3.33%
Top accounts mentioned or mentioned by @joemurp09609535 @maxndayizeye @birthgauge @adamasnemesis @shanumathew93 @notsooliberal @wab38856 @jdip09 @hughie4591
Top assets mentioned Bitcoin (BTC) Alphabet Inc Class A (GOOGL) Uber Technologies, Inc. (UBER) MP Materials Corp. (MP)
Top Social Posts
Top posts by engagements in the last [--] hours
"Project Vault is not a trade policy. It is the architecture of a parallel mineral economy one that will determine which sovereign funds outperform for the next decade and which become price-takers in a bifurcated world"
X Link 2026-02-10T14:32Z [---] followers, [---] engagements
"The numbers: $10bn EXIM loan (largest single direct loan in the agency's history) $2bn private capital from GM Stellantis Boeing Google. [--] countries at the first Critical Minerals Ministerial. [--] bilateral frameworks signed in a single week"
X Link 2026-02-10T14:35Z [---] followers, [---] engagements
"Now connect the dots. PIF just pivoted toward minerals and industrials in its 2026-2030 reset. Khazanah is quietly compounding at 5.2%. EM local-currency bonds are structurally strong. The rotation signal is obvious: sovereign capital that meets Washington's "secure and responsible" criteria accepts local-content requirements and hedges via EM instruments will capture both the geopolitical premium and the developmental upside"
X Link 2026-02-10T14:36Z [---] followers, [---] engagements
"Consensus still treats AI capex as unalloyed growth. Markets have not yet priced the grid power and water externalities. The Trump admin is already pushing Big Tech to internalise data-centre costs. The real 2026-27 surprise may be sovereign funds rotating out of pure hyperscaler exposure into energy infrastructure and critical-minerals upstream. https://twitter.com/i/web/status/2021232064394354802 https://twitter.com/i/web/status/2021232064394354802"
X Link 2026-02-10T14:37Z [---] followers, [---] engagements
"Bitcoin miners are becoming AI data centers. Same power. Same cooling. Different demand curve. The assets sovereign funds wrote down in [----] may be the AI infrastructure of 2026"
X Link 2026-02-13T07:43Z [---] followers, 10.5K engagements
"$1.2T erased from software in five sessions. Apollo halved its software lending. UBS says 25-35% of private credit is exposed. The SaaSpocalypse is migrating from headline to balance sheet"
X Link 2026-02-13T10:48Z [---] followers, [---] engagements
"4/6 This is where the structural thesis and the capital flows collide. PIF ($925B) Mubadala ($327B) and GIC are deploying into AI infrastructure minerals and megacity development all in the most water-stressed corridor on earth. Theyre building the future on a resource theyre running out of. The contrarian trade isnt against these funds. Its front-running their inevitable pivot into water tech desal and closed-loop cooling. That allocation shift hasnt been priced. https://twitter.com/i/web/status/2021645793674064376 https://twitter.com/i/web/status/2021645793674064376"
X Link 2026-02-11T18:01Z [---] followers, [--] engagements
"Thread The Sovereign Compute Trade 1/7 Three sovereign wealth funds just wrote the largest AI check in history. But the story isn't the $30B. It's the $50B infrastructure commitment underneath it and the electricity guarantees that come with sovereign credit"
X Link 2026-02-13T12:16Z [---] followers, [---] engagements
"The BIS framing meets this week's central bank divergence: PBoC injecting CNY 1T via outright repos. BOJ at 0.75%. RBI with room for 125bp of cuts. Same global rate environment five different answers. Korean household data show that higher interest rates result in more negative effects on future consumption by vulnerable household borrowers than by normal borrowers. A larger share of zombie borrowers also explains lower aggregate consumption growth. https://t.co/pxSJW5gQxu https://t.co/yoaSLyqGSt Korean household data show that higher interest rates result in more negative effects on future"
X Link 2026-02-13T16:21Z [---] followers, [---] engagements
"History is patient. We are not. I've spent a lifetime at the intersection of civilizations watching how belief power and capital shape what nations build and what they forget. I don't have answers. But I've learned which questions matter. This is The Long Arc. http://nazem.substack.com/p/welcome-to-the-long-arc http://nazem.substack.com/p/welcome-to-the-long-arc"
X Link 2026-02-06T19:32Z [---] followers, 13K engagements
"Thank you for the summary. But let me add something Grok missed: the real insight isnt just about repurposing hardware. Its about timing and institutional psychology. Sovereign funds wrote these assets down when crypto sentiment collapsed not because the underlying infrastructure lost its utility. The power contracts the cooling systems the land none of that changed. What changed was the narrative. Now AI needs exactly what crypto built and the funds that marked these assets to zero may end up buying them back at a premium. Thats not a market correction. Thats an expensive lesson in confusing"
X Link 2026-02-13T09:35Z [---] followers, [--] engagements
"6/7 Norway's $2T sovereign fund stress-tested this. Result: equity portfolio could lose more than half its value in an AI correction scenario. The scenario now has a geological dimension no one modeled"
X Link 2026-02-13T12:16Z [---] followers, [--] engagements
"7/7 The question isn't whether sovereign compute is a good trade. It's whether the physical infrastructure supporting it has been priced on assumptions the geology no longer supports. Who audits the ground beneath the server"
X Link 2026-02-13T12:16Z [---] followers, [--] engagements
"Johannesburg: [--] days without water. South Africa: 47% of piped water lost to leaks. The country produces most of the worlds platinum. Water and minerals are the same risk"
X Link 2026-02-13T15:54Z [---] followers, [---] engagements
"Two stories this week that look unrelated. One: the US became Intel's largest shareholder. Two: [--] countries convened for a critical-minerals trading bloc. They are the same story"
X Link 2026-02-13T16:04Z [---] followers, [--] engagements
"Meanwhile Johannesburg has gone 21+ days without water. South Africa: major supplier of platinum manganese chrome vanadium. Mining is water-intensive. The minerals bloc's supply security depends on infrastructure in producing jurisdictions"
X Link 2026-02-13T16:05Z [---] followers, [--] engagements
"Full-stack sovereignty: from mine to chip from water table to board table. The question for allocators: which side of the bifurcation is your portfolio on and have you stress-tested what's underneath it"
X Link 2026-02-13T16:05Z [---] followers, [--] engagements
"The CBO's own February projections tell the structural story behind this number: net interest costs heading to $2.1T by [----]. Inflation is cooling. The debt trajectory is not. Allocators watching one without the other see half the picture. DON'T BE A PANICAN ✅ Core inflation at its lowest level since [----] 💰 Private sector wages outpacing inflation 📉 Gas prices are down 7.5% year over year https://t.co/ijvS6UNdyl DON'T BE A PANICAN ✅ Core inflation at its lowest level since [----] 💰 Private sector wages outpacing inflation 📉 Gas prices are down 7.5% year over year https://t.co/ijvS6UNdyl"
X Link 2026-02-13T16:09Z [---] followers, [---] engagements
"Inflation cools. But the CBO just projected US debt crossing 100% of GDP this fiscal year and 120% by [----]. For fixed-income allocators the rate path matters less than the debt trajectory underneath it. Just in: US inflation fell more than expected to 2.4% in January in the latest sign that price pressures are easing in the worlds biggest economy. https://t.co/H72yoTaWH2 https://t.co/HE6aaa4e3t Just in: US inflation fell more than expected to 2.4% in January in the latest sign that price pressures are easing in the worlds biggest economy. https://t.co/H72yoTaWH2 https://t.co/HE6aaa4e3t"
X Link 2026-02-13T16:14Z [---] followers, [---] engagements
"@MaxNdayizeye Kenya's NIF and SWF legislation Botswana modeling on Temasek Egypt restructuring [--] SOEs the African sovereign capital architecture is being built in real time. Your coverage of this space matters more than most realize"
X Link 2026-02-13T16:37Z [---] followers, [--] engagements
"The point is much wider than any single tradition. Its about Confucian ethics Hindu philosophy African oral traditions Latin American legal frameworks Buddhist epistemology entire civilizations with distinct ways of reasoning about justice family commerce and truth. Reducing it to one label misses the scale of whats at stake"
X Link 2026-02-09T15:12Z [---] followers, [--] engagements
"The UK case is a civilizational pattern playing out in real time: when institutions built for one trade architecture get severed from it the structural gap doesn't just show up in GDP it reshapes where sovereign capital flows. Gulf SWFs and Asian pension funds are already re-routing around London. The question isn't whether Brexit was right or wrong it's whether institutional investors have repriced for a permanently fragmented trade order. https://twitter.com/i/web/status/2021501550049337449 https://twitter.com/i/web/status/2021501550049337449"
X Link 2026-02-11T08:28Z [---] followers, [--] engagements
"The Venezuela comparison is arresting and it maps onto what were seeing in real time. Chinese banks are reducing US Treasury holdings to their lowest since [----]. Gold is up 74% YoY. The question isnt just about yuan exposure. Its about what happens to the entire architecture of cross-border settlement when the worlds second-largest economy is repricing trust. De-dollarization isnt a theory anymore. Its a logistics problem. https://x.com/PeterZeihan/status/2020965930789155017 https://x.com/PeterZeihan/status/2020965930789155017"
X Link 2026-02-11T14:24Z [---] followers, [---] engagements
"This is the question that should keep every AI investor awake at night. Anthropic is raising $20B+ at a $350B valuation. Alphabet issued $20B in bonds for $185B in capex. But the grid cant keep up data center demand tripled and interconnection queues stretch years. The capital is there. The electrons arent. https://x.com/ShanuMathew93/status/2021335877797151033 https://x.com/ShanuMathew93/status/2021335877797151033"
X Link 2026-02-11T14:27Z [---] followers, [---] engagements
"1/6 The UN just declared the world is heading toward global water bankruptcy. But heres what they wont say: institutional finance has no water allocation framework. No water beta. No water-adjusted discount rate. We price carbon duration and volatility but the input that governs all three remains unmodeled. Thats not an oversight. Its a market failure hiding in plain sight. 🧵 https://twitter.com/i/web/status/2021643963430842609 https://twitter.com/i/web/status/2021643963430842609"
X Link 2026-02-11T17:54Z [---] followers, [---] engagements
"2/6 Jordan just committed $6B to a single desalination plant 40% of its drinking water from one facility. This is the new sovereign capex thesis: water as national security infrastructure. Expect $200B+ in desal megaprojects across the Gulf North Africa and Southwest US this decade. The companies building membrane tech and energy recovery systems are trading at multiples that assume theyre utilities. Theyre not. Theyre defense contractors for the 21st century. https://twitter.com/i/web/status/2021644906645930347 https://twitter.com/i/web/status/2021644906645930347"
X Link 2026-02-11T17:58Z [---] followers, [---] engagements
"3/6 Everyone frames AI as an energy problem. Its not. Its a water problem wearing an energy disguise. A single GPT-4 query consumes roughly 500ml of water. Multiply by billions of daily inferences. Now map the AI buildout geography: Texas Arizona the Gulf the same regions already in water deficit. The constraint that kills the AI supercycle wont be chips or power. Itll be cooling water permits. https://twitter.com/i/web/status/2021645331562475706 https://twitter.com/i/web/status/2021645331562475706"
X Link 2026-02-11T17:59Z [---] followers, [--] engagements
"2/ Schroders could not survive alone because sub-$1T active managers lack the distribution scale and alternatives capability to compete on cost. The margin compression was technology-driven: passive indexing direct indexing model portfolios"
X Link 2026-02-12T13:05Z [---] followers, [---] engagements
"3/ SaaS companies are being repriced because agentic AI makes the human userthe "seat"optional. When the unit of value shifts from user access to task completion the entire pricing architecture collapses. IDC: 70% of vendors refactor pricing by 2028"
X Link 2026-02-12T13:05Z [---] followers, [---] engagements
"4/ THE BRIDGE: In both cases technology commoditizes the core product. Survival requires controlling either distribution proprietary data or the governance layer. Nuveen-Schroders controls distribution. LSEG controls data. The SaaS survivors will control AI orchestration"
X Link 2026-02-12T13:05Z [---] followers, [---] engagements
"5/ For allocators: Apollo already halved its software lending exposure through [----]. UBS estimates 25-35% of private credit portfolios face elevated AI disruption risk. This is not a sector call. It is a portfolio architecture question"
X Link 2026-02-12T13:05Z [---] followers, [---] engagements
"6/ The Suleyman predictionprofessional white-collar automation in 12-18 monthsis not a technology forecast. It is a consolidation forecast. The firms that absorb the automation first will acquire the firms that cannot adapt fast enough"
X Link 2026-02-12T13:05Z [---] followers, [---] engagements
"The transformer bottleneck is the binding constraint nobody prices correctly. Norway's SWF just signaled battery storage as a new infrastructure sleeve. But without the grid hardware to connect storage to load the capacity sits idle. Your lead-time data is the missing input in most energy transition models. https://twitter.com/i/web/status/2021950060930773250 https://twitter.com/i/web/status/2021950060930773250"
X Link 2026-02-12T14:10Z [---] followers, [--] engagements
"Norways $2.2 trillion fund prepares first battery storage investment. Not wind. Not solar. The grid flexibility layer. Where the next infrastructure sleeve forms"
X Link 2026-02-12T14:19Z [---] followers, [--] engagements
"Egypt just announced [--] state-owned companies are being restructured [--] transferred to its Sovereign Fund [--] designated for IPO. This is the most ambitious SOE reform pipeline in MENA since Saudi Arabia's Aramco listing. Here's why it matters for sovereign capital flows. 🧵"
X Link 2026-02-12T14:24Z [---] followers, [---] engagements
"Not wind. Not solar. Battery storage. When the world's largest sovereign fund opens a new infrastructure sleeve the signal is not about batteries. It is about what comes after the energy transition's generation phase: the grid flexibility layer. Different risk profile. Different return structure. Different counterparties. https://x.com/staunovo/status/2021676576627175689 https://x.com/staunovo/status/2021676576627175689"
X Link 2026-02-12T14:24Z [---] followers, [---] engagements
"The architecture matters more than the headline. Egypt is using the SWF as an intermediary restructuring vehicle professionalize governance first then selectively list. This is the PIF playbook not the Aramco playbook. The sequencing is what determines whether valuations hold. https://twitter.com/i/web/status/2021953626705736063 https://twitter.com/i/web/status/2021953626705736063"
X Link 2026-02-12T14:24Z [---] followers, [--] engagements
"The CIO question every allocator should be asking: are you pricing the reform option (the convexity of Egypt delivering) or the carry trade (Egyptian yields under IMF discipline) Those are fundamentally different positions. Most EM frameworks conflate them"
X Link 2026-02-12T14:26Z [---] followers, [--] engagements
"If Egypt delivers even half this pipeline Cairo's equity market cap reprices structurally. The Ras El-Hekma deal proved Gulf capital moves at scale when the structure is right. The SFE is trying to institutionalize that proof of concept across [--] companies"
X Link 2026-02-12T14:26Z [---] followers, [--] engagements
"Schroders lasted [---] years. Nuveen's 9.9bn bid ends it. The last independent UK asset manager is now owned by American retirees. What does the City of London manage tomorrow"
X Link 2026-02-13T10:47Z [---] followers, [---] engagements
"The GDP-per-job calculation here deserves more attention from the allocator community. If data center construction drives one-third of US GDP growth but creates a fraction of the employment the political sustainability of the buildout becomes a portfolio risk factor. Original data like this sharpens the question. https://twitter.com/i/web/status/2022267649900835141 https://twitter.com/i/web/status/2022267649900835141"
X Link 2026-02-13T11:12Z [---] followers, [--] engagements
"222 years of independence ended by a 34% premium. The Schroder family's 41% stake was committed irrevocably. In five years every UK wealth manager will be owned by US retirement capital or a private equity firm. The consolidation is structural not cyclical. https://x.com/FT/status/2021931519791583470 https://x.com/FT/status/2021931519791583470"
X Link 2026-02-13T11:20Z [---] followers, [---] engagements
"Bitcoin miners aren't mining bitcoin anymore. They're selling power purchase agreements to AI companies. Same facilities same electricity different output. The infrastructure narrative is inverting"
X Link 2026-02-13T11:26Z [---] followers, [---] engagements
"The mining economics are brutal agreed. But the thesis isn't about mining. It's about who controls the power infrastructure when the demand curve shifts. The facilities the PPAs the grid interconnections those don't depreciate on the same curve as ASICs. The pivot is from commodity extraction to infrastructure monetization. https://twitter.com/i/web/status/2022278331526430885 https://twitter.com/i/web/status/2022278331526430885"
X Link 2026-02-13T11:55Z [---] followers, [--] engagements
"@JoeMurp09609535 Thanks Joe. Glad it landed"
X Link 2026-02-13T12:06Z [---] followers, [--] engagements
"2/7 Anthropic closed at $380B led by GIC MGX and QIA. The same week Mubadala sold Getir to Uber for $435M and PIF revealed $1.15T in assets. Gulf SWFs are recycling capital from consumer tech into hard compute infrastructure"
X Link 2026-02-13T12:16Z [---] followers, [--] engagements
"3/7 Data centers now consume [----] GW in the US. By 2030: [-----] GW. NERC warns of summer blackout risk in [----]. Data centers drove one-third of US GDP growth last year. The resource intensity is not theoretical. It is here"
X Link 2026-02-13T12:16Z [---] followers, [--] engagements
"4/7 THE BRIDGE The same corridors where sovereign-backed data centers are being built Texas Virginia Arizona are the corridors where the ground is sinking fastest. Nature Cities: [--] US metro areas subsiding. [-----] buildings at risk"
X Link 2026-02-13T12:16Z [---] followers, [--] engagements
"Commerce took a 9.9% stake in Intel for $8.9B. Pentagon took 15% of MP Materials. Across six months more than $10B in equity across nine companies. Semiconductors. Rare earths. Nuclear. Not grants. Ownership"
X Link 2026-02-13T16:04Z [---] followers, [--] engagements
"This week in Washington: [--] foreign ministers. A $12B strategic reserve. The largest EXIM loan in history. Price floors on processed minerals. Standing coordination with Canada UK Australia Japan South Korea DRC Ukraine"
X Link 2026-02-13T16:05Z [---] followers, [--] engagements
"Equity stakes secure downstream fabrication. The minerals bloc secures upstream supply. Together: a government-backstopped friend-shored supply chain from mine to finished chip. One vertical integration play wearing two policy hats"
X Link 2026-02-13T16:05Z [---] followers, [--] engagements
"@BirthGauge @AdamasNemesis This connects directly to the care economy infrastructure gap. When [---] million healthcare workers may exit the workforce by [----] the fertility question becomes a workforce capacity question. Same data different time horizon"
X Link 2026-02-13T16:32Z [---] followers, [--] engagements
"@ShanuMathew93 The $2.5 trillion infrastructure gap meets $650 billion in AI capex demands. Your point about grid stress is the binding constraint that most AI investors have not priced in. The electrons have to arrive before the intelligence can deploy"
X Link 2026-02-13T16:35Z [---] followers, [--] engagements
"Most coverage frames this as "US vs China supply chains." It is bigger than that. This is the blueprint for a parallel mineral economy with its own price discovery its own capital stack and its own ESG gate. Sovereign funds that see this early will co-invest on terms that did not exist [--] months ago. IntroducingProject Vaulta critical mineral stockpile for American businesses unaffected bymarket disruptions.💎 https://t.co/Hd14JxujdP IntroducingProject Vaulta critical mineral stockpile for American businesses unaffected bymarket disruptions.💎 https://t.co/Hd14JxujdP"
X Link 2026-02-10T15:54Z [---] followers, 14.7K engagements
"Original analysis connecting pharmaceutical adoption rates to consumption deflation. The institutional capital angle is the insurance repricing that follows: if a structurally thinner population changes mortality and morbidity curves every life and health book needs revision. The data you're tracking is the leading indicator. https://twitter.com/i/web/status/2021887053244641326 https://twitter.com/i/web/status/2021887053244641326"
X Link 2026-02-12T10:00Z [---] followers, [--] engagements
"1/ Two stories today that seem unrelated. One: Nuveen buys Schroders for 9.9bn ending [---] years of independence. Two: SaaS stocks lose $285bn in a week. Same structural force. Different casualties"
X Link 2026-02-12T13:05Z [---] followers, [----] engagements
"7/ The question is not whether your portfolio holds software or asset management. The question is whether your underwriting assumptions were built on a world where per-seat pricing and sub-scale independence were viable. That world ended this week"
X Link 2026-02-12T13:06Z [---] followers, [----] engagements
"UK Treasury just appointed HSBC for digital gilt issuance. Same week stablecoins go mainstream as payment rail. Tokenized sovereign debt meets digital settlement. The intermediation layer between borrowing and payment just got very thin"
X Link 2026-02-12T13:52Z [---] followers, [----] engagements
"The US government is now Intels largest shareholder. Not crisis intervention. Not TARP. Peacetime equity in the companies it regulates. The Portfolio State has arrived who prices that"
X Link 2026-02-13T15:53Z [---] followers, [----] engagements
"What We're Watching This Week: Abu Dhabi unified $263B under new sovereign leadership. Norway suspended ethical guidelines on $2.2T. Both models in flux no replacement architecture named. Meanwhile: US-Taiwan $500B chip program Big Tech's $650B AI infra (on a C- grid) and EPA dismantled climate regulation. Subscribe for full analysis. https://twitter.com/i/web/status/2022350459609252200 https://twitter.com/i/web/status/2022350459609252200"
X Link 2026-02-13T16:41Z [---] followers, [---] engagements
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