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# ![@MVanbrunsc47513 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1679886803967287298.png) @MVanbrunsc47513 Markos

Markos posts on X about $flnc, $nbis, $iren, bloomberg the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXXX engagements in the last XX hours.

### Engagements: XXXXXX [#](/creator/twitter::1679886803967287298/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1679886803967287298/c:line/m:interactions.svg)

- X Week XXXXXX +172%
- X Month XXXXXXX +22%

### Mentions: XX [#](/creator/twitter::1679886803967287298/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1679886803967287298/c:line/m:posts_active.svg)

- X Week XX -XX%
- X Month XX +207%

### Followers: XXXXX [#](/creator/twitter::1679886803967287298/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1679886803967287298/c:line/m:followers.svg)

- X Week XXXXX +12%
- X Month XXXXX +95%

### CreatorRank: XXXXXXX [#](/creator/twitter::1679886803967287298/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1679886803967287298/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1679886803967287298/influence)
---

**Social category influence**
[stocks](/list/stocks)  XXXXX% [finance](/list/finance)  XXXXX% [technology brands](/list/technology-brands)  XXXX% [celebrities](/list/celebrities)  XXXX% [social networks](/list/social-networks)  XXXX% [countries](/list/countries)  XXXX%

**Social topic influence**
[$flnc](/topic/$flnc) 8.82%, [$nbis](/topic/$nbis) #20, [$iren](/topic/$iren) #171, [bloomberg](/topic/bloomberg) 5.88%, [finance](/topic/finance) 5.88%, [debt](/topic/debt) 5.88%, [scaling](/topic/scaling) 2.94%, [$crwv](/topic/$crwv) #144, [stack](/topic/stack) 2.94%, [$nvda](/topic/$nvda) #1307

**Top accounts mentioned or mentioned by**
[@jiahanjimliu](/creator/undefined) [@fransbakker9812](/creator/undefined) [@coreweave](/creator/undefined) [@eisokant](/creator/undefined) [@rjccapital](/creator/undefined) [@danielr06814508](/creator/undefined) [@danielkoss](/creator/undefined) [@jjperaltaa](/creator/undefined) [@tacticzh](/creator/undefined) [@babyfolio](/creator/undefined) [@para_capital](/creator/undefined) [@yarless_](/creator/undefined) [@mininthemoney](/creator/undefined) [@photoncap](/creator/undefined) [@cruxcapital](/creator/undefined) [@thekamahsutra](/creator/undefined) [@jaybleezy42069](/creator/undefined) [@vasilist](/creator/undefined) [@so_so_030](/creator/undefined) [@vegasoul](/creator/undefined)

**Top assets mentioned**
[Fluence Energy, Inc. Class A Common Stock (FLNC)](/topic/$flnc) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [IREN Limited (IREN)](/topic/$iren) [CoreWeave, Inc. (CRWV)](/topic/$crwv) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Advanced Micro Devices (AMD)](/topic/$amd)
### Top Social Posts [#](/creator/twitter::1679886803967287298/posts)
---
Top posts by engagements in the last XX hours

"Interesting that you hit on this topic. Love it I wrote a big thread about it a while back on power volatilty. The thing is its more wider and complex then you just framed. Also companies like $FLNC have been seeing a lot of retail capital flow in but Im not very impressed by their execution. Let alone margins. This phase is mostly focussed on chaos and opportunity chasing in my humble opinion. Fluence had scaling issues before and the market is getting more packed every second. Do you have a thesis and risk assessment on Fluence I would love to read itπŸ™‚"  
[X Link](https://x.com/MVanbrunsc47513/status/1978225665989124336) [@MVanbrunsc47513](/creator/x/MVanbrunsc47513) 2025-10-14T22:25Z 2215 followers, 3955 engagements


"Thank you Oguz The thing is in my humble opinion its more wider and complex then you just framed. Also companies like $FLNC have been seeing a lot of retail capital flow in but Im not very impressed by their execution. Let alone margins. This phase is mostly focussed on chaos and opportunity chasing. Fluence had scaling issues before and the market is getting more packed every second. They became profitable but its a tough landscape. My earlier write-up on power volatility goes beyond grid volatility it looks at build-out volatility and long-term systemic load. A lot of companies are now"  
[X Link](https://x.com/MVanbrunsc47513/status/1978245273617936573) [@MVanbrunsc47513](/creator/x/MVanbrunsc47513) 2025-10-14T23:43Z 2215 followers, XXX engagements


"A few days back I already wrote a X part post on how potentially brittle the moat of companies like $NBIS $IREN $CRWV can be. It is all based on knowledge and power scarcity (temporary). This post by Poolside AI underwrited that risk. Links below on parameters too watch regarding these risks πŸ‘‡"  
[X Link](https://x.com/MVanbrunsc47513/status/1978512074671030353) [@MVanbrunsc47513](/creator/x/MVanbrunsc47513) 2025-10-15T17:23Z 2215 followers, 11.4K engagements


"@JJPeraltaa Thanks manπŸ™‚"  
[X Link](https://x.com/MVanbrunsc47513/status/1972734722410508415) [@MVanbrunsc47513](/creator/x/MVanbrunsc47513) 2025-09-29T18:46Z 2106 followers, XX engagements


"Pick and shovels like $NVDA and HBM with $MY. Also $NBIS but trimmed. Some $IREN and $WYFI as momentum play. Next to that a energy long term pick a defense niche innovator and a healthcare small cap. $AMD News with OpenAi what just got in makes me question more and more the case for a dominant closed model scenario. Their buildout is just huge"  
[X Link](https://x.com/MVanbrunsc47513/status/1975188384030073025) [@MVanbrunsc47513](/creator/x/MVanbrunsc47513) 2025-10-06T13:16Z 2106 followers, XXX engagements


"@daniel_koss Nebius would do the right thing to get debt or equity dilution if the ROI on Clickhouse keeps growing and works to an exit event. It happens a lot so calling it the smartest move EVER is some headline bs. It is basic math and risk/reward skew"  
[X Link](https://x.com/MVanbrunsc47513/status/1976334554458910954) [@MVanbrunsc47513](/creator/x/MVanbrunsc47513) 2025-10-09T17:10Z 2107 followers, XXX engagements


"@FransBakker9812 @eisokant @CoreWeave It will be interesting to see because it will reveal a lot on how strong the knowledge edge is"  
[X Link](https://x.com/MVanbrunsc47513/status/1978507485133570476) [@MVanbrunsc47513](/creator/x/MVanbrunsc47513) 2025-10-15T17:05Z 2133 followers, XXX engagements


"@TheKamaHsutra i think IRENs real moat starts with the grid permission layer. They already control XXX GW of reserved capacity and should actively pull that asset lever (which they are doing). thats basically a time monopoly. If they turn those queue positions into multi-tenant substations it becomes real monetizable infrastructure. From there step X should be imo push into efficiency. Something like high-density cooling with partners like Submer or Iceotope to build proprietary thermal IP and host multirome more GPUs per megawatt in efficiency. Then layer in smart power trading to cut"  
[X Link](https://x.com/MVanbrunsc47513/status/1979311860102107472) [@MVanbrunsc47513](/creator/x/MVanbrunsc47513) 2025-10-17T22:21Z 2107 followers, XXX engagements


"@TacticzH Like i said the fear and gread index should not be used that often. Its a lagging indicator and only slightly works in a certain bandwith. It mistakes emotion for volatilty. And decent investors dont use it. Maybe thats why it is all over X now πŸ˜…"  
[X Link](https://x.com/MVanbrunsc47513/status/1979347837700968732) [@MVanbrunsc47513](/creator/x/MVanbrunsc47513) 2025-10-18T00:44Z 2107 followers, XXX engagements


"Well i agree from a tech hardware cadence perspective but it depends if Oracle sees it self as a tech leader or a legacy enterprise software company (and its investors). This move shows imo they strategic chose for the latter part. Oracle pays a regular quarterly dividend. That means cash generation and earnings stability matter more to its shareholders than hypergrowth. So management is incentivized to smooth earnings. And because their investor base is more focussed on that then people who invest in NVIDIA Coreweave etc they chose this strategy imo. The Wall Street optics matter more to"  
[X Link](https://x.com/MVanbrunsc47513/status/1979564048954868184) [@MVanbrunsc47513](/creator/x/MVanbrunsc47513) 2025-10-18T15:03Z 2160 followers, XXX engagements


"U.S. car loans have been a red flag for me for years. Its one of the most brittle layers of the American economy when the cycle turns south. The setup is stretched with ultra-long loan terms weak borrower profiles and collateral that depreciates faster than the debt behind it. Once repayment pressure builds recovery values collapse almost overnight. What Ive never understood is why the U.S. economy is so structurally dependent on this form of lending. Here in Europe car loans play a much smaller role. And rightfully so imo. Most people either lease buy smaller or hold vehicles longer. The"  
[X Link](https://x.com/MVanbrunsc47513/status/1976280070332240174) [@MVanbrunsc47513](/creator/x/MVanbrunsc47513) 2025-10-09T13:34Z 2215 followers, 3437 engagements


"@FransBakker9812 @eisokant @CoreWeave Since now. They announced it on their blog didnt they"  
[X Link](https://x.com/MVanbrunsc47513/status/1978492095632413132) [@MVanbrunsc47513](/creator/x/MVanbrunsc47513) 2025-10-15T16:04Z 2214 followers, XXX engagements


"Currently writing the transition layer of our AI Energy Bottleneck thesis. The bridge between the sector research and a stock pick positioned at the intersection of AI power demand energy scalability and materials efficiency. A company that doesnt just ride the cycle but enables it horizontally. We talked about it before. We look for horizontal enablers because this isnt a short cycle. The AI energy transition unfolds over years and the companies embedded across the full cycle from power to compute efficiency can compound through it. Very excited to release the research and for members the"  
[X Link](https://x.com/MVanbrunsc47513/status/1980282598770274441) [@MVanbrunsc47513](/creator/x/MVanbrunsc47513) 2025-10-20T14:38Z 2215 followers, 2652 engagements


"@jiahanjimliu Totally agree Jim. Next post will zoom in that market with strenghts and risks and will also have some $IREN in it. And what my thoughts are on a dual strategy on owning them both"  
[X Link](https://x.com/MVanbrunsc47513/status/1980335617528721494) [@MVanbrunsc47513](/creator/x/MVanbrunsc47513) 2025-10-20T18:09Z 2215 followers, 2190 engagements


"@JayBleezy42069 @babyfolio Will go deeper in that the next post. In certain scenarios it is definitly not super strong. And IREN might go that direction too but I rather want them not to go there and strengthen a AI real estate moat with multiple solutions I adressed before"  
[X Link](https://x.com/MVanbrunsc47513/status/1980346923145130179) [@MVanbrunsc47513](/creator/x/MVanbrunsc47513) 2025-10-20T18:54Z 2215 followers, XX engagements


"Good that you put the time into it Daniel. The structure makes sense and I like that you integrated risk. I do have substantial points Id tighten: The $24B total feels on the high end. ClickHouse was last valued around $6.35B (May XX Series C) with Nebius holding roughly XX% thats about $1.61.8B stake value today not $10B. I do feel there should be some middle ground since their excecution from May until now. The 40b IPO is just social media chatter and absolutely not base case. Theres upside if they IPO or re-rate but thats not realized yet. All other stakes are inflated to in that"  
[X Link](https://x.com/MVanbrunsc47513/status/1977849015585976334) [@MVanbrunsc47513](/creator/x/MVanbrunsc47513) 2025-10-13T21:28Z 2204 followers, 1183 engagements


"@FransBakker9812 @eisokant @CoreWeave Haha I thought you where serious for a second and mocking them"  
[X Link](https://x.com/MVanbrunsc47513/status/1978505562519208413) [@MVanbrunsc47513](/creator/x/MVanbrunsc47513) 2025-10-15T16:57Z 2203 followers, XXX engagements


"I think its going to be a hybrid model a developerowner kind of partnership. Poolside keeps control of land power and capacity while modular EPCs and CoreWeave handle execution. This makes the most sense to me. The 3-person team is enough for oversight because prefab modules outsourced EPC and leaseback operators make it possible to deliver a multi-hundred-MW campus with minimal internal staff. They can scale this a bit later on when needed It looks like the start of a broader trend of model labs moving below the IaaS layer to own land power and interconnect rights while leasing early"  
[X Link](https://x.com/MVanbrunsc47513/status/1978615232902693334) [@MVanbrunsc47513](/creator/x/MVanbrunsc47513) 2025-10-16T00:13Z 2187 followers, 4041 engagements


"It totally depends on how you define a bubble and from which perspective youre looking at it investor economic or otherwise. It might not catch everyones attention but I recently reposted that Jeff Bezos interview where he mentions millions being poured into six-person teams by VCs with nothing more than an AI idea. A bubble doesnt mean that whats being built has no value. Infrastructure cycles like this always end up benefiting everyone in the long run but a lot of capital will still be eroded for investors who back the wrong companies. So continuing on Bezos statement: yes I believe we are"  
[X Link](https://x.com/MVanbrunsc47513/status/1979757699286933642) [@MVanbrunsc47513](/creator/x/MVanbrunsc47513) 2025-10-19T03:53Z 2208 followers, 2491 engagements


"Today I got a few questions from one of my Discord members about $NBIS. Mostly about its positioning moat and how it stacks up against the hyperscalers. I thought lets share it here also. Question 1: Isnt Nebius basically software that allocates GPU workloads like Amazon allocating inventory If it just picks XXX GPUs from Finland XXX from the UK etc. isnt that easy to copy My take: It looks like that but thats not whats going on. Nebius isnt a logistics model for compute its a sovereign orchestration layer. So the reference to Amazon is wrong. Where Amazon moves packages inside one regulatory"  
[X Link](https://x.com/MVanbrunsc47513/status/1980331874435096916) [@MVanbrunsc47513](/creator/x/MVanbrunsc47513) 2025-10-20T17:54Z 2215 followers, 31.2K engagements


"My earlier write-up on power volatility goes beyond grid volatility it looks at build-out volatility and long-term systemic load. A lot of companies are now investing in players like $FLNC which offers a strong battery storage solution but its critical to stress-test those assumptions thoroughly. The real challenge isnt just grid instability its the sharp curve in data center demand and the longer-term pressures from systemic loads. In what Id call this chaos phase of AI adoption it remains to be seen how well battery storage providers like Fluence will perform and adapt. I like that"  
[X Link](https://x.com/MVanbrunsc47513/status/1978227893680402724) [@MVanbrunsc47513](/creator/x/MVanbrunsc47513) 2025-10-14T22:34Z 2215 followers, 2679 engagements


"Good question. I talked about this in a post earlier. Youre right that Nebius is leaning heavily into open-source and customizable models but thats actually part of the strategy: rather than competing directly with closed-source giants the focus is on giving developers and businesses the infrastructure flexibility and cost structure to run fine-tune or even deploy hybrid setups. Many companies want privacy control and lower costs and open models + Nebius infra make that possible. So its less about matching the biggest proprietary models. (Which is almost impossible if you look at OpenAIs fast"  
[X Link](https://x.com/MVanbrunsc47513/status/1980377779930628474) [@MVanbrunsc47513](/creator/x/MVanbrunsc47513) 2025-10-20T20:57Z 2215 followers, XXX engagements

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@MVanbrunsc47513 Avatar @MVanbrunsc47513 Markos

Markos posts on X about $flnc, $nbis, $iren, bloomberg the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXXX engagements in the last XX hours.

Engagements: XXXXXX #

Engagements Line Chart

  • X Week XXXXXX +172%
  • X Month XXXXXXX +22%

Mentions: XX #

Mentions Line Chart

  • X Week XX -XX%
  • X Month XX +207%

Followers: XXXXX #

Followers Line Chart

  • X Week XXXXX +12%
  • X Month XXXXX +95%

CreatorRank: XXXXXXX #

CreatorRank Line Chart

Social Influence #


Social category influence stocks XXXXX% finance XXXXX% technology brands XXXX% celebrities XXXX% social networks XXXX% countries XXXX%

Social topic influence $flnc 8.82%, $nbis #20, $iren #171, bloomberg 5.88%, finance 5.88%, debt 5.88%, scaling 2.94%, $crwv #144, stack 2.94%, $nvda #1307

Top accounts mentioned or mentioned by @jiahanjimliu @fransbakker9812 @coreweave @eisokant @rjccapital @danielr06814508 @danielkoss @jjperaltaa @tacticzh @babyfolio @para_capital @yarless_ @mininthemoney @photoncap @cruxcapital @thekamahsutra @jaybleezy42069 @vasilist @so_so_030 @vegasoul

Top assets mentioned Fluence Energy, Inc. Class A Common Stock (FLNC) Nebius Group N.V. Class A Ordinary Shares (NBIS) IREN Limited (IREN) CoreWeave, Inc. (CRWV) NVIDIA Corp. (NVDA) Advanced Micro Devices (AMD)

Top Social Posts #


Top posts by engagements in the last XX hours

"Interesting that you hit on this topic. Love it I wrote a big thread about it a while back on power volatilty. The thing is its more wider and complex then you just framed. Also companies like $FLNC have been seeing a lot of retail capital flow in but Im not very impressed by their execution. Let alone margins. This phase is mostly focussed on chaos and opportunity chasing in my humble opinion. Fluence had scaling issues before and the market is getting more packed every second. Do you have a thesis and risk assessment on Fluence I would love to read itπŸ™‚"
X Link @MVanbrunsc47513 2025-10-14T22:25Z 2215 followers, 3955 engagements

"Thank you Oguz The thing is in my humble opinion its more wider and complex then you just framed. Also companies like $FLNC have been seeing a lot of retail capital flow in but Im not very impressed by their execution. Let alone margins. This phase is mostly focussed on chaos and opportunity chasing. Fluence had scaling issues before and the market is getting more packed every second. They became profitable but its a tough landscape. My earlier write-up on power volatility goes beyond grid volatility it looks at build-out volatility and long-term systemic load. A lot of companies are now"
X Link @MVanbrunsc47513 2025-10-14T23:43Z 2215 followers, XXX engagements

"A few days back I already wrote a X part post on how potentially brittle the moat of companies like $NBIS $IREN $CRWV can be. It is all based on knowledge and power scarcity (temporary). This post by Poolside AI underwrited that risk. Links below on parameters too watch regarding these risks πŸ‘‡"
X Link @MVanbrunsc47513 2025-10-15T17:23Z 2215 followers, 11.4K engagements

"@JJPeraltaa Thanks manπŸ™‚"
X Link @MVanbrunsc47513 2025-09-29T18:46Z 2106 followers, XX engagements

"Pick and shovels like $NVDA and HBM with $MY. Also $NBIS but trimmed. Some $IREN and $WYFI as momentum play. Next to that a energy long term pick a defense niche innovator and a healthcare small cap. $AMD News with OpenAi what just got in makes me question more and more the case for a dominant closed model scenario. Their buildout is just huge"
X Link @MVanbrunsc47513 2025-10-06T13:16Z 2106 followers, XXX engagements

"@daniel_koss Nebius would do the right thing to get debt or equity dilution if the ROI on Clickhouse keeps growing and works to an exit event. It happens a lot so calling it the smartest move EVER is some headline bs. It is basic math and risk/reward skew"
X Link @MVanbrunsc47513 2025-10-09T17:10Z 2107 followers, XXX engagements

"@FransBakker9812 @eisokant @CoreWeave It will be interesting to see because it will reveal a lot on how strong the knowledge edge is"
X Link @MVanbrunsc47513 2025-10-15T17:05Z 2133 followers, XXX engagements

"@TheKamaHsutra i think IRENs real moat starts with the grid permission layer. They already control XXX GW of reserved capacity and should actively pull that asset lever (which they are doing). thats basically a time monopoly. If they turn those queue positions into multi-tenant substations it becomes real monetizable infrastructure. From there step X should be imo push into efficiency. Something like high-density cooling with partners like Submer or Iceotope to build proprietary thermal IP and host multirome more GPUs per megawatt in efficiency. Then layer in smart power trading to cut"
X Link @MVanbrunsc47513 2025-10-17T22:21Z 2107 followers, XXX engagements

"@TacticzH Like i said the fear and gread index should not be used that often. Its a lagging indicator and only slightly works in a certain bandwith. It mistakes emotion for volatilty. And decent investors dont use it. Maybe thats why it is all over X now πŸ˜…"
X Link @MVanbrunsc47513 2025-10-18T00:44Z 2107 followers, XXX engagements

"Well i agree from a tech hardware cadence perspective but it depends if Oracle sees it self as a tech leader or a legacy enterprise software company (and its investors). This move shows imo they strategic chose for the latter part. Oracle pays a regular quarterly dividend. That means cash generation and earnings stability matter more to its shareholders than hypergrowth. So management is incentivized to smooth earnings. And because their investor base is more focussed on that then people who invest in NVIDIA Coreweave etc they chose this strategy imo. The Wall Street optics matter more to"
X Link @MVanbrunsc47513 2025-10-18T15:03Z 2160 followers, XXX engagements

"U.S. car loans have been a red flag for me for years. Its one of the most brittle layers of the American economy when the cycle turns south. The setup is stretched with ultra-long loan terms weak borrower profiles and collateral that depreciates faster than the debt behind it. Once repayment pressure builds recovery values collapse almost overnight. What Ive never understood is why the U.S. economy is so structurally dependent on this form of lending. Here in Europe car loans play a much smaller role. And rightfully so imo. Most people either lease buy smaller or hold vehicles longer. The"
X Link @MVanbrunsc47513 2025-10-09T13:34Z 2215 followers, 3437 engagements

"@FransBakker9812 @eisokant @CoreWeave Since now. They announced it on their blog didnt they"
X Link @MVanbrunsc47513 2025-10-15T16:04Z 2214 followers, XXX engagements

"Currently writing the transition layer of our AI Energy Bottleneck thesis. The bridge between the sector research and a stock pick positioned at the intersection of AI power demand energy scalability and materials efficiency. A company that doesnt just ride the cycle but enables it horizontally. We talked about it before. We look for horizontal enablers because this isnt a short cycle. The AI energy transition unfolds over years and the companies embedded across the full cycle from power to compute efficiency can compound through it. Very excited to release the research and for members the"
X Link @MVanbrunsc47513 2025-10-20T14:38Z 2215 followers, 2652 engagements

"@jiahanjimliu Totally agree Jim. Next post will zoom in that market with strenghts and risks and will also have some $IREN in it. And what my thoughts are on a dual strategy on owning them both"
X Link @MVanbrunsc47513 2025-10-20T18:09Z 2215 followers, 2190 engagements

"@JayBleezy42069 @babyfolio Will go deeper in that the next post. In certain scenarios it is definitly not super strong. And IREN might go that direction too but I rather want them not to go there and strengthen a AI real estate moat with multiple solutions I adressed before"
X Link @MVanbrunsc47513 2025-10-20T18:54Z 2215 followers, XX engagements

"Good that you put the time into it Daniel. The structure makes sense and I like that you integrated risk. I do have substantial points Id tighten: The $24B total feels on the high end. ClickHouse was last valued around $6.35B (May XX Series C) with Nebius holding roughly XX% thats about $1.61.8B stake value today not $10B. I do feel there should be some middle ground since their excecution from May until now. The 40b IPO is just social media chatter and absolutely not base case. Theres upside if they IPO or re-rate but thats not realized yet. All other stakes are inflated to in that"
X Link @MVanbrunsc47513 2025-10-13T21:28Z 2204 followers, 1183 engagements

"@FransBakker9812 @eisokant @CoreWeave Haha I thought you where serious for a second and mocking them"
X Link @MVanbrunsc47513 2025-10-15T16:57Z 2203 followers, XXX engagements

"I think its going to be a hybrid model a developerowner kind of partnership. Poolside keeps control of land power and capacity while modular EPCs and CoreWeave handle execution. This makes the most sense to me. The 3-person team is enough for oversight because prefab modules outsourced EPC and leaseback operators make it possible to deliver a multi-hundred-MW campus with minimal internal staff. They can scale this a bit later on when needed It looks like the start of a broader trend of model labs moving below the IaaS layer to own land power and interconnect rights while leasing early"
X Link @MVanbrunsc47513 2025-10-16T00:13Z 2187 followers, 4041 engagements

"It totally depends on how you define a bubble and from which perspective youre looking at it investor economic or otherwise. It might not catch everyones attention but I recently reposted that Jeff Bezos interview where he mentions millions being poured into six-person teams by VCs with nothing more than an AI idea. A bubble doesnt mean that whats being built has no value. Infrastructure cycles like this always end up benefiting everyone in the long run but a lot of capital will still be eroded for investors who back the wrong companies. So continuing on Bezos statement: yes I believe we are"
X Link @MVanbrunsc47513 2025-10-19T03:53Z 2208 followers, 2491 engagements

"Today I got a few questions from one of my Discord members about $NBIS. Mostly about its positioning moat and how it stacks up against the hyperscalers. I thought lets share it here also. Question 1: Isnt Nebius basically software that allocates GPU workloads like Amazon allocating inventory If it just picks XXX GPUs from Finland XXX from the UK etc. isnt that easy to copy My take: It looks like that but thats not whats going on. Nebius isnt a logistics model for compute its a sovereign orchestration layer. So the reference to Amazon is wrong. Where Amazon moves packages inside one regulatory"
X Link @MVanbrunsc47513 2025-10-20T17:54Z 2215 followers, 31.2K engagements

"My earlier write-up on power volatility goes beyond grid volatility it looks at build-out volatility and long-term systemic load. A lot of companies are now investing in players like $FLNC which offers a strong battery storage solution but its critical to stress-test those assumptions thoroughly. The real challenge isnt just grid instability its the sharp curve in data center demand and the longer-term pressures from systemic loads. In what Id call this chaos phase of AI adoption it remains to be seen how well battery storage providers like Fluence will perform and adapt. I like that"
X Link @MVanbrunsc47513 2025-10-14T22:34Z 2215 followers, 2679 engagements

"Good question. I talked about this in a post earlier. Youre right that Nebius is leaning heavily into open-source and customizable models but thats actually part of the strategy: rather than competing directly with closed-source giants the focus is on giving developers and businesses the infrastructure flexibility and cost structure to run fine-tune or even deploy hybrid setups. Many companies want privacy control and lower costs and open models + Nebius infra make that possible. So its less about matching the biggest proprietary models. (Which is almost impossible if you look at OpenAIs fast"
X Link @MVanbrunsc47513 2025-10-20T20:57Z 2215 followers, XXX engagements

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