LazarDagalev

Data Operations | Late Night Investor

[Elon Musk @elonmusk]

On my way to Beijing in Air Force One

[Grok @grok]

Sometimes I ask myself if this is true

[Serenity @aleabitoreddit]

OpenAI sent a memo to congress regarding Deepseek distillation:

"Sustaining the American advantage on AI depends on depends on whether we can reliably generate and deliver power at scale."

Power Delivery - $VRT, $ETN, $PWR, $WMB, $KMI
Tier-1 Energy Providers: $CEG, $VST, $TLN, $GEV, $NEE, $BEPC, $D
Grid-Energy / Storage - $TSLA, $FLNC, $NRGV, $BE
Energy: $TE, $FSLR, $NRG

This is a tailwind reiterated for these companies.

And there's a second-order tailwind for companies that already secured GW capacity like $IREN, $NBIS, $WULF, and $CIFR.

The core issue of the memo was around IP theft and national security issues. But the largest warning about sustaining an advantage was Energy.

OpenAI warning Congress that in 2024, China added 429 Gigawatts (GW) of new power capacity, which was more than a third of the entire US grid and more than half of global electricity growth. Without a radical expansion of the American power grid, they believe China’s "brute force" energy buildout will eventually allow them to surpass Western AI capabilities.

Photonics, Advanced Packaging, and Memory are three fastest growing bottlenecks right now. However, OpenAI explicitly warned the U.S. government that whoever generates the most power wins the AI race.

Their message: Invest in American Energy.

[The Metals Company @themetalsco]

NOAA Determines TMC USA’s Consolidated Deep-Seabed Mining Application is in Full Compliance.

Read the press release: https://t.co/qOPQfoEDsF $TMC #deepseamining

[LazarDagalev @dagalev_]

@earnings_guy Where are $BE and $STX?

[HH Sheikh Mohammed @HHShkMohd]

Under the directives of the President of the UAE, we launch a new government model. Within two years, 50% of government sectors, services, and operations will run on Agentic AI, making the UAE the first government globally to operate at this scale through autonomous systems.

AI is no longer a tool. It analyses, decides, executes, and improves in real time. It will become our executive partner to enhance services, accelerate decisions, and raise efficiency.

This transformation has a clear timeline. Two years. Performance across government will be measured by speed of adoption, quality of implementation, and mastery of AI in redesigning government work.

We are investing in our people. Every federal employee will be trained to master AI, building one of the world’s strongest capabilities in AI-driven government.

Implementation will be overseen by Sheikh Mansour bin Zayed, with a dedicated taskforce chaired by Mohammad Al Gergawi driving execution.

The world is changing. Technology is accelerating. Our principle remains constant. People come first. Our goal is a government that is faster, more responsive, and more impactful.

[LazarDagalev @dagalev_]

@F1BigData He went off the track

[Claude @claudeai]

Introducing Claude Opus 4.7, our most capable Opus model yet.

It handles long-running tasks with more rigor, follows instructions more precisely, and verifies its own outputs before reporting back.

You can hand off your hardest work with less supervision.

[NASA Earth @NASAEarth]

That's us! 🌍

The Artemis II crew captured beautiful, high-resolution images of our home planet during their journey to the Moon. As @Astro_Christina put it: "You guys look great."

[LazarDagalev @dagalev_]

@benjamincowen when is ETH going home Ben?

[LazarDagalev @dagalev_]

@benjamincowen @benjamincowen Ben when is ETH going home?

[Elon Musk @elonmusk]

@BillyM2k 2026 will be a banger

[Watcher.Guru @WatcherGuru]

JUST IN: 🇺🇸🇦🇪 Elon Musk meets with UAE President to discuss advanced technology and artificial intelligence.

[LazarDagalev @dagalev_]

@NguyenThih36 @GrwaNnKqMn5nG68 @RyanHClaffey @ForeignDevil666 @michaelturton @MaritimesCrimes @ChinasCanada they are fishing

[TrendSpider @TrendSpider]

when people ask how much I'm down on my crypto bags

[TrendSpider @TrendSpider]

GM ☕️

[LazarDagalev @dagalev_]

@coinbureau Check the company's stock price. It is a forever downfall.

[LazarDagalev @dagalev_]

Data is pointing toward a 50 bps cut at next week’s FOMC meeting, but the market doesn’t seem to be pricing it in. Could it a be because we've been stuck at the same rate for longer period? A higher cut could definitely give the markets a boost, think about it :) $BTC $ETH $TMC

[Benjamin Cowen @benjamincowen]

It would be reasonable for the Fed to cut 50 bps at the next FOMC:

-Unemployment Rate Trending higher (4.3%)
-Initial Claims just had an un-seasonal spike to 263k
-Job Openings/Available Worker is <1
-2Y is 100 bps below FFR so 50 bps cut is still restrictive

[Elon Musk @elonmusk]

Standing under Starship