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[@WanderingSpiral](/creator/twitter/WanderingSpiral)
"@MarioNawfal @elonmusk Even if AWS isnt a structural weakness it exposes that AWS doesnt need more AI clients it needs further infrastructure independence. The next moat in close isnt scale but is resilience. SiriusXM $siri sits in that gap"  
[X Link](https://x.com/WanderingSpiral/status/1980226641478701325) [@WanderingSpiral](/creator/x/WanderingSpiral) 2025-10-20T10:56Z XX followers, XXX engagements


"@TheKingOfWeimar @tejonranch @Nitorcap AWSs Virginia outage shows how fragile the internets core really is. Expect hyperscalers to diversify away from Ashburn. Land near CAISO power + fiber routes like Tejon Ranch $TRC just got a lot more strategic"  
[X Link](https://x.com/WanderingSpiral/status/1980320137816469546) [@WanderingSpiral](/creator/x/WanderingSpiral) 2025-10-20T17:08Z XX followers, XXX engagements


"@JafoFinance AWSs Virginias outage shows how fragile the internets core really is. Expect hyperscalers to diversify away from Ashburn. Land near CAISO power + fiber routes (like tejon ranch just got strategic $trc"  
[X Link](https://x.com/WanderingSpiral/status/1980322473129414739) [@WanderingSpiral](/creator/x/WanderingSpiral) 2025-10-20T17:17Z XX followers, XXX engagements


"@SouthwardVernon Berkshire $brk front running that and $amzn needs it for AWS and Kuiper"  
[X Link](https://x.com/WanderingSpiral/status/1980589448342695987) [@WanderingSpiral](/creator/x/WanderingSpiral) 2025-10-21T10:58Z XX followers, XXX engagements


"@unusual_whales While AWS melts $siri stays online. Satellites dont need servers. Berkshire saw that play: own the backbone not the hype"  
[X Link](https://x.com/WanderingSpiral/status/1980573396854534588) [@WanderingSpiral](/creator/x/WanderingSpiral) 2025-10-21T09:54Z XX followers, XXX engagements


"@newmork When it comes to California theyve got bigger issues and wins to focus on. Plus its a plain old boring offshore company. Its reg/envir risks are part of a much bigger issue with the State. That battle will be fought but not for SOC but for infra RE zoning"  
[X Link](https://x.com/WanderingSpiral/status/1981210245885247612) [@WanderingSpiral](/creator/x/WanderingSpiral) 2025-10-23T04:05Z XX followers, XXX engagements