SJ

[Dr Sudhir Kumar MD DM @hyderabaddoctor]

No time for the gym?
A landmark new study in Diabetes Care reveals a game-changing finding:
✅Just 3 minutes of daily movement can cut your risk of Type 2 Diabetes by over 30% to 40%.

Here is how micro-bursts of movement protect your metabolic health.
1/5

[Hanuman Das @kutumbofshankar]

Things That Destroy a Man’s Puruṣa-Śakti (Masculine Energy)

[The Kaipullai @thekaipullai]

I will forever be grateful to @claudeai, @AnthropicAI and @DarioAmodei for helping me bring my pet history project, a 15 year dream, to life.

For a guy with below average intellect, less than ok articulation and zero knowledge of code and programming, it was @claudeai's sheer awesomeness that transformed my sketchy vision, written in broken English, into actual, clickable, reality.

I had never even imagined there would be a day, where we could be given the power to create and get access to a domain that was the preserve of much more intelligent beings.

I will forever be grateful to them for this.

https://t.co/rkl9nW7XlG

[Dallas Texas TV @DallasTexasTV]

Current situation

#Texas

[Enezator @Enezator]

These animals are our everything, I’m glad they exist

[Crémieux @cremieuxrecueil]

Data centers barely use any water, barely use any land, and they lower electric bills.

[Ilya Sutskever @ilyasut]

🇺🇸🦅250!

[Vasant Shetty | Building Mundhe Banni @vasantshetty81]

He skipped placements at IIT Madras for 2 consecutive days. On the third day, he took a flight back to Mangalore just to avoid being forced by his family to attend placements. His desire to build an aircraft company was so intense that it made him act irrationally in front of his family.

He then started building his aircraft company from Bengaluru. When he had barely Rs 20,000 in hand, he still hired an intern, promising a stipend of Rs 7,000. On one of the days when he could not make it back to his PG on time, he spent the night at the Majestic bus stand. All of this at the age of 23!

That is the story of @shreepoorna365, founder of Arctus Aerospace, a company building unmanned aerial vehicles that can fly up to 45,000 feet and capture imagery for a wide range of use cases.

Hear his full story on the @mundhebanni podcast, with English subtitles for those who do not follow Kannada. 👇
https://t.co/Tj7toZQUdM

[大趙 @zhongwen2005]

Model Y Teardown

[InvestmentGuru @InvestmentGuru_]

The Complete Data Center Stack: Where the AI Infrastructure Money Flows Most investors still think AI is just about GPUs. That’s incomplete.

AI is an infrastructure buildout, and the real opportunity spans the entire data center stack. Every inference, every training run, and every deployed model depends on multiple layers working together.

Here’s the breakdown:

1. Compute Silicon (The Brain)
Tickers: $NVDA, $AMD, $AVGO, $INTC

This is the foundation. GPUs, CPUs, accelerators, and custom silicon power training and inference.

Why it matters:
- Compute demand keeps rising with larger models
- AI workloads are forcing faster chip innovation
- Custom ASICs are becoming a major trend

2. Server OEMs & Solutions (The Hardware Layer)
Tickers: $SMCI, $DELL, $HPE, $VRT, $ETN, $MOD

Chips need systems. These companies assemble and deliver the physical AI servers and power systems.

Why it matters:
- AI racks are denser and hotter
- Power distribution is now critical
- Cooling is becoming a competitive advantage

3. Memory & Storage (The Hidden Bottleneck)
Tickers: $SNDK, SK Hynix, $MU, $WDC, $P, Samsung, $NTAP

AI models consume massive amounts of memory bandwidth and storage.

Why it matters:
- High-bandwidth memory is becoming strategic infrastructure
- Data storage demand rises with AI deployment
- Faster access = better model performance

4. Networking & Connectivity (The Nervous System)
Tickers: $ANET, $CSCO, $MRVL, $CRDO, $CIEN, $NOK

AI clusters must communicate at ultra-high speed.

Why it matters:
- Faster networking reduces latency
- Data movement is becoming expensive
- Scale depends on interconnect efficiency

Key idea: AI cannot scale without bandwidth.

5. Neoclouds & Physical Infrastructure (The New Builders)
Tickers: $NBIS, $IREN, $CRWV, $APLD $CIFR $DGXX

These companies provide specialized AI infrastructure and hosting.

Why it matters:
- Cloud alternatives are growing
- AI-native infrastructure is becoming valuable
- Capacity shortages create pricing power

6. Energy (The Ultimate Constraint)
Tickers: $CEG, $NEE, $EOSE, $GEV, $EQT, $VST $OKLO $BE $FLNC

AI consumes enormous electricity. Power availability is becoming a limiting factor.

Why it matters:
- Grid demand is surging
- Battery storage is essential
- Reliable baseload power matters

Final Thought

The market often focuses on one winner.
But AI infrastructure is an ecosystem.

If you want to understand where capital flows next, follow the stack:

Compute → Servers → Memory → Networking → Infrastructure → Energy

The biggest winners in the AI cycle may not always be the obvious names.
Sometimes the best opportunities are in the supporting layers that make the whole system possible.

[Dishant Miyani @dishantwt_]

here's the link https://t.co/IVBzFaIOBW

[Jesse Cohen @JesseCohenInv]

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