Amplus Dev

Investor

[Moody @MoodyWriter13]

Screenshots are currently circulating of people who lost their entire savings in the stock market within a short period of time. When I see them, I do not feel amused. I feel concerned.

These are the images that should have been circulating a few weeks ago, but back then no one wanted to see them. That is why I kept warning about it.

I experienced firsthand at a young age what gambling can do to a person. People dont only loose money, but also years of life that I will never get back.

The most dangerous part of gambling is the attempt to recover losses in the same way they were created. That is often how a bad decision turns into a financial and psychological disaster.

Short term speculation in the stock market can create the same pattern. Price movements over short periods are difficult to predict, but people still convince themselves that they are in control. Profits increase confidence, losses increase the urge to win the money back.

Another major problem is that people assume the next market phase will look like the previous one. They expect the same stocks, strategies, and narratives to keep working. But markets can change quickly. Interest rates, liquidity, economic conditions, sentiment, and market leadership can all shift within a short period of time.

A strategy that worked extremely well in one environment can lead to large losses in the next. Past performance often creates too much confidence and not enough caution.

This becomes especially dangerous when people with large audiences publicly promote being fully invested in highly speculative stocks. Their recent success gives them credibility, even when their strategy may be unsuitable for most people.

A high year to date return is not proof that a strategy is safe, repeatable, or appropriate for others. It may simply mean that a large risk has worked so far.

The problem is the halo effect. People see the profits, the lifestyle, and the confidence, and assume the person must know what will happen next. They often ignore the risk, the timing, and the possibility that the same approach could fail in a different market environment.

Some people smoke their entire lives and still live to an old age. That does not make smoking safe. In the same way, one successful outcome does not make a reckless strategy responsible.

People with large audiences should understand the influence they have. Publicly promoting extreme risk can encourage inexperienced followers to copy the behavior without understanding the possible consequences.

A few more dollars, more attention, or another impressive screenshot are not worth pushing other people toward financial ruin.

For that reason, I have repeatedly warned about it over the past few weeks.

FinX is a platform for sharing information and investment theses, not for persuading people to take the same side of a trade.

[Amplus Dev @AmplusDev]

@joceyreyes209 Agreed.
I'd be much more happy though if I reduced above $7 and re-buy at current prices 😅

[X_times_1 @x_times_1]

$INV What I know about the Innventure/Accelsius company:
✅Accelsius - leader in 2 ph cooling which every industry expert confirming that 2ph is the future of Datacenter Cooling.
✅Accelsius - only Zutacore currently has a commericialized 2Ph product. Zutacore is based 2 miles from Gaza. (Tremendous political risk for Z customers).
✅Accelsius - Running trials with every hyperscaler on Accelsius 2 ph systems.
✅Accelsius - JCI/Legrand actively introducing Accelsius in their customer meetings and at trade shows - JCI and Legrand have deep commercial pipeline and relationships.
✅Accelisus - Engaged with multiple multinational Datacenter Equipment suppliers on white label deals.
✅Accelsius - Co-developing/testing with AMD for inclusion in their reference design. (Hints that this is also in progress with NVDIA)
✅Accelsius - Communicated $100M revenue run rate by year end (heavily back weighted)
✅Accelsius - Communicated Cash Flow breakeven by year end 2026.
✅Accelsius - Added to Leadership strength by installing CEO who was previous President of Vertive Americas.
✅Innventure - Owns 44% of Accelsius stock.
✅Innventure - Committed to raising capital at the subsidiary level - dramatically reducing risk of dilution of Accelsius (crown jewel) ownership.
✅Innventure - Actively reducing costs at the Innventure level and streamlining operations - reducing risk of dilution.
✅Innventure - Committed to super-majority return of capitial to shareholders (see filing) as a result of any liquidity event from incubated companies.
✅Innventure - At current levels, price roughly at the JCI / Legrand post money price. ($3.50) with a free call option on Refinity and Aeroflex.

Not financial advice. Do your own research.

[Amplus Dev @AmplusDev]

@joceyreyes209 @x_times_1 @SalesQBWilson1 Any insights on why recent drawdown is so relatively big and accelerated? No company specific news apart from CEO change I think. Just AI theme taking a hit in general and deleveraging , even capitulation here? I get Korean ones but there shouldn't be so much leverage present 🤔

[🔋Eos Energy Enterprises, Inc.🔋 @PoweredByEos]

On July 15th, 2026, Eos was selected for Golden Dome for America, the initiative safeguarding our nation.

American-made energy storage, designed with American ingenuity, built with American determination for the missions where power cannot fail.

From the factory floors of Pennsylvania to the front lines of national security, Eos is powering a stronger, more secure, independent America.

Eos. American energy. Unstoppable.

[🔋Eos Energy Enterprises, Inc.🔋 @PoweredByEos]

America’s defense runs on power that cannot fail.

At @SenMcCormickPA's Defense and Innovation Summit, @POTUS announced Eos has been awarded a Golden Dome for America contract, stating "Eos in Pittsburgh just agreed to a multi-million dollar partnership with the Department of War to build energy storage technology in support of our Golden Dome missile defense."

This strategic partnership with the Department of War strengthens the energy backbone of America's defense and is structured to scale as national defense needs evolve.

Read the full press release: https://t.co/VCc5FVBKlh

[Andrzej Domański @Domanski_Andrz]

Przemysł kosmiczny to nowy silnik rozwoju polskiej gospodarki. Dlatego Centrum Europejskiej Agencji Kosmicznej powstanie w Polsce - w Warszawie. Priorytetem centrum będą technologie podwójnego zastosowania, telekomunikacja i transmisja danych.

Równoległe budujemy sieć łączącą potencjał polskich miast, firm, nauki i infrastruktury. To nowe technologie, nowe miejsca pracy i silniejsza polska gospodarka🇵🇱

[Amplus Dev @AmplusDev]

@SamanthaLaDuc I think there's a merit into that , but this can play out not today , rather in a few or several years , depending on US interventions etc.
Not trade able per se but worth monitoring imho

[Amplus Dev @AmplusDev]

@MarekLangalis Dobrze, ale jak już pielęgniarka skorzysta z emerytury pomostowej bo zdrowie itd to nie będzie mogła dalej pracować w tym samym zawodzie przez kolejne kilkanaście lat, tak?

[Amplus Dev @AmplusDev]

@spotgamma Have you checked whether technical analysis works on this chart ? 😀 Fwiw such extremes can be an inverse indicator and signaling a top

[LMC @Browpeak]

$INV $NVDA $AMD $VRT $DELL $TT

Why 45°C Water Loops Unlock Two-Phase Cooling's Superiority 🧵1/x

From Vera Rubin to Feynman

When NVIDIA CEO Jensen Huang announced at CES 2026 that the Vera Rubin (NVL72) rack runs on 45°C warm water and needs "no chillers," much of the market misread the signal as less cooling required.

The reality is the inverse:
Every Vera Rubin rack is mandated to be 100% liquid-cooled, with no air-cooled configuration even available.

What Jensen actually announced was the industry's full migration to chip-level liquid cooling — and within that migration, the 45°C water loop doesn't hurt two-phase direct-to-chip (2P D2C)

it is precisely the operating regime where two-phase outperforms single-phase in every material dimension.

For Feynman (targeting ~4,400W–5,000W+ per chip in 2028) and the generations that follow, the thermal physics becomes even more one-sided.

Two-phase is not one of several viable options — it is likely the only practical direct-to-chip solution.

The Vera Rubin Cooling Mandate

The $NVDA Vera Rubin is NVIDIA's current flagship AI supercomputer platform, delivering 5x the inference performance of Blackwell while consuming 190–230 kW per rack. Both the compute trays and NVL networking trays must be liquid cooled using warm-water, single-phase direct liquid cooling (DLC) at a 45°C supply temperature. This is currently shipping as a single-phase system using 75% water and 25% propylene glycol as the coolant

The 45°C supply temperature is a meaningful engineering advance over the legacy 20–25°C chilled water loops that data centers have used historically.

At 45°C, mechanical chillers can be eliminated in most climates, replaced by dry coolers that reject heat to ambient air, cutting cooling energy consumption by roughly 40% and reducing water consumption to near zero.

A 50MW hyperscaler facility running at 45°C instead of chilled water saves approximately $4 million annually.

The Market's Misreading

Because Jensen said "no chillers," many investors and commentators concluded that cooling infrastructure is becoming less important.

This is exactly wrong.

What is being eliminated is chilling (bringing water below ambient temperature)

what is being expanded is chip-level heat capture, which is where the heavy lifting happens.

Servers generate more heat than ever

A Rubin GPU chip exceeds 2,000W TDP, and Rubin Ultra racks targeting 1–1.2MW per rack will arrive in 2027. That heat still needs to be captured at the chip surface, transferred to a coolant loop, and rejected to the environment. The cooling load is growing, not shrinking. The rejection pathway is simply becoming more efficient.

[🔋Eos Energy Enterprises, Inc.🔋 @PoweredByEos]

The first Eos Cube built entirely with batteries from Battery Line 2 has shipped.

The batteries were produced at our Thorn Hill manufacturing facility, where we moved from Site Acceptance Testing into commercial production in four days. The Cube was assembled at our Turtle Creek facility.

Two battery lines are now running. Line 1 surpassed its full-year 2025 output in 164 days. Line 2 is launched and delivering.

This is scale meeting execution on the path to 4 GWh of American-made annual capacity.

[Amplus Dev @AmplusDev]

@aleabitoreddit Overvalued, good for Cursor for sure. I don't think there's anything there for this amount of money , especially that cannot be found or built elsewhere.

[Accelsius @AccelsiusATX]

Last week, Accelsius was featured in a Linus Tech Tips video!

Our NeuCool® 2P D2C technology was shouted out as a solution built to handle "skyrocketing power requirements" and density increases in mission critical data centers.

Watch here: https://t.co/Hgv7iidWki

[Robert Ditrych @rditrych]

🚀 Łukasz Nosek – Polak, który zbudował jedną z największych fortun na SpaceX.

Łukasz Nosek to polsko-amerykański przedsiębiorca i inwestor, urodzony w 1975 roku w Tarnowie. Większość osób w Polsce wciąż go nie zna, a tymczasem należy dziś do najbogatszych Polaków.

Jest członkiem legendarnej „PayPal Mafia” – współzałożył PayPala, gdzie odpowiadał za marketing i strategię. Po sprzedaży firmy do eBay w 2002 roku zajął się inwestycjami venture capital. W 2005 roku współzałożył fundusz Founders Fund, a w 2017 roku Gigafund, specjalizujący się w technologiach przyszłości, w tym eksploracji kosmosu.

Jego największy sukces inwestycyjny wiąże się jednak ze SpaceX.

W 2008 roku, gdy firma przechodziła kryzys, Nosek poprowadził pierwszą dużą inwestycję instytucjonalną w wysokości 20 milionów dolarów. Od tamtej pory nieprzerwanie zasiada w radzie nadzorczej SpaceX i pozostaje jednym z jej kluczowych inwestorów.

Szacuje się, że po dzisiejszym debiucie giełdowym SpaceX (12/06/2026) Nosek posiada około 33 milionów akcji Class A (w tym ok. 25 milionów bezpośrednio oraz ok. 8 milionów przez spółkę Nosek Capital).

Przy aktualnej cenie akcji w okolicach 170 USD wartość jego pakietu wynosi około 5.6 mld USD (tj. około 20 miliardów złotych).

Zatem, w Polsce Nosek znajduje się obecnie w ścisłej czołówce najbogatszych osób – realnie w top 3-4, obok takich nazwisk jak Michał Sołowow, Tomasz Biernacki, czy Jerzy Starak.

Dziś, dzięki wieloletniej inwestycji i udanemu debiutowi giełdowemu, Nosek dołącza do grona największych beneficjentów IPO SpaceX na świecie – obok samego Elona Muska, Gwynne Shotwell, czy Antonio Graciasa.

Ale historia. 🇵🇱🚀

Zdjęcie: Bloomberg

CC: @sjanus_pl

[Amplus Dev @AmplusDev]

@wliang Imagine having it on a radar and not buying for $15 🫠

[Amplus Dev @AmplusDev]

@DearGozde I wouldn't say that basic pattern matching is any sign of extra intelligence. I'm looking at it and see 40. Simply as that

[Accelsius @AccelsiusATX]

Adopting advanced cooling solutions to keep up with AI's growing thermal demands is sometimes seen as an integration challenge. Luckily, universal cooling can simplify this process — and it's much closer than you think. (1/8)

[Amplus Dev @AmplusDev]

@DJ_Tao @SamanthaLaDuc @DrBenJamminK True that, sometimes it's hard to execute though because it's often the sentiment like for days and weeks, tension is building , market still going up, and then that single day of drawdown is hard to execute on. The call late Jan was great as well