$NBIS Hidden gem many don’t know about (ClickHouse) So I gained a lot of followers because of this company, and I already explained what Token Factory is and how it is important for $NBIS. However, there is one more asset Nebius owns that many investors either overlook or underestimate its potential. Let me present you: ClickHouse It is an open-source columnar database designed for online analytical processing (OLAP), originally developed by Yandex. To explain it in basic terms, if you store data in databases (most typical transactional databases like PostgreSQL or MySQL), you do it row by row, because, for example, banks often want to search information about a given customer, so they just search for the ID of the customer, and the whole row pops up and they get everything about the customer they care about. But imagine you have 1 billion rows, 50 columns, and you care about, for example, the average spending in the whole database. This is where ClickHouse comes in and uses column-by-column storing. Then, instead of reading 50 billion values, a column-based database might read only 1 billion values. Obviously, the idea is more sophisticated, where ClickHouse developed additional compression algorithms, but for our explanation, this is sufficient, as you now know what ClickHouse does. Importantly, the main advantage is that it often stores data using 5-10x less space than traditional databases. To give you an example, imagine you operate 100,000 GPUs and every second, that GPU sends information such as: - timestamp - GPU ID - temperature - utilization - memory usage 100,000 GPUs -> 1 month = 259,200,000,000 records And now an engineer asks: "What was the average GPU utilization by hour last week?" Instead of going through all rows, the query only needs timestamp and utilization and you save a lot of time. And you know who uses ClickHouse? The biggest players such as OpenAI, Anthropic, Meta, Tesla, Cisco, Alibaba, Spotify and many others. So, now that you get the importance of the company, what if I told you that $NBIS owns approximately 28% of ClickHouse and its valuation is growing rapidly. In May 2025, the company was valued at rougly $6.35B In January 2026, the valuation increased to $15B, which is ~236% increase in 7 months, think about the speed of this. If we would expect the company to "only" double its valuation throughout the whole 2026, we would get to $30B. Implying $NBIS’s stake being worth $8.4B (current market cap is $59B). What’s funny is that many investors have no idea what ClickHouse is and they think it is just some small partner or whatever, but it might soon represent $10B stake for $NBIS. If you have any questions, I am happy to answer them as always. Thanks for reading!

THIS GUY CAUGHT CLAUDE OPUS 4.7 THINKING IN CHINESE he was working in claude code and noticed the thinking blocks were saying "thinking process:" in chinese the rest of the thought was in english. but the header was chinese every single time he asked claude why its writing in chinese claude responded: "the chinese was a leak from internal reasoning that shouldn't have been visible. won't happen again" claude literally admitted its internal reasoning runs in chinese and it accidentally leaked into the visible output which is definitely weird but this actually makes some sense though: > LLMs think in whichever language was most common in the training data for that specific topic > chinese characters are more token efficient than english so the model naturally defaults to them to save compute > some concepts take an entire english sentence to express but only need a few chinese characters > claude also thinks in russian when doing cybersecurity tasks because the training data for that domain is heavily russian so claude is actively reasoning in whatever language is most efficient for the task and then converting the output back to english the part that should concern people is that anthropic's own model admitted this was a "leak from internal reasoning that shouldn't have been visible" meaning there's a whole layer of thinking happening in languages you can't read that you were never supposed to see

Pete Hegseth quoted a fake Bible verse from Pulp Fiction during a Pentagon sermon.

China produces ~80% of its urea from coal rather than (as most other nations do) natural gas. The method is insulating Beijing from rising nitrogen fertiliser prices. I wrote ⤵️ this @Opinion column about the Chinese coal-to-chemicals industry last June. bloomberg.com/opinion/articl…

Trump: We can't take care of daycare. We're a big country, we have 50 states, all these people, we're fighting wars. It's not possible for us to take care of daycare, Medicaid, Medicare, all these things

Holy shit! Level of down bad looking for coins in the couch cushions! Notice how Korea was raided over Korean protests but Poland can say no. Make little mental note of relative sovereignty of US allies.

It is hilarious that Equities In Dallas are going to get the last laugh

BREAKING: Israel's Channel 12 says that in case of a US ground operation in Iran, Israeli soldiers will not be participating on the ground.

VIDEO | Israeli National Security Minister Ben Gvir, outside the Knesset chamber, celebrates the passing of the death penalty law for Palestinian detainees, describing it as historic and saying, “Soon we will count them one by one.”

China just buried the internet underground. China built a 1,300-ton data cabin submerged under the sea, housing 24 server racks running 400 to 500 servers cooled entirely by the ocean. No air conditioning or cooling towers sucking up millions of gallons of water, just cold seawater doing the work for free. Standard data centers spend up to 50 percent of their total energy just on cooling and this one cuts that number to below 10 percent. And this is just the beginning, China’s plan calls for 100 of these underwater cabins. Meanwhile, a second facility just launched off Shanghai, wind-powered for $226 million which targets a PUE of 1.15 almost perfect energy efficiency. Now here is the part that stings, the US invented this concept. Microsoft launched Project Natick back in 2013, they sank 855 servers off the coast of Scotland. The experiment worked beautifully and only 6 of 855 servers failed compared to 8 out of 135 in a land-based center. Then Microsoft shut the whole project down and in 2024, the head of Microsoft’s cloud division said: “I’m not building subsea data centers anywhere in the world.” America proved it worked while China actually built it. This matters beyond energy efficiency, the US is already hitting an energy bottleneck. New AI data centers need more than a gigawatt of electricity enough to power a small city and there is not enough power coming online fast enough. Meanwhile, China does not have that problem, it has a coordinated national energy buildout, offshore wind farms, and now data centers that barely need power for cooling.

Waking up Monday morning to realize we're in the TACO of a TACO of another TACO.

Iran has asked for guarantees in any deal with US. Word is that Pakistan Foreign Minister is going to Beijing to get a guarantor for the potential deal. Likely that is Iran’s condition for talks with US. And FM would not be going to China without having floated the idea with both Washington and Beijing. No guarantees of China biting but Beijing is now the frontline in the diplomatic effort

RT @TruthGundlach: Larry Fink: “If I allowed more people to redeem, I’m not a fiduciary to those who are staying in”. It’s an admission t…

Step 1 in deescalation must be restraining the Israelis, otherwise all efforts to negotiate will follow this pattern: POTUS publicly announces deescalation. Israel takes major strikes to destroy the negotiations & in turn weaken our ability to negotiate. The war accelerates.

I saw an explanation for why Mr. Jiang is popular in the West, and I think it makes a lot of sense. In ancient China, there was a method of predicting the future known as the I Ching (or Zhouyi). Today, most Chinese people's attitude toward it is somewhere between "maybe" and "who knows." If someone were to use the I Ching to explain everything happening in the world today, and occasionally got things right, plenty of Chinese people would believe in him. In the West, religious narratives serve the same role as the I Ching does for the Chinese. Westerners today have a "maybe" attitude toward them as well. Now Mr. Jiang uses Western religious narratives to interpret world events—and he is sometimes correct—so of course many Westerners believe in him. On top of that, Jiang has a Chinese face that looks intelligent, which adds to his credibility. However, Chinese people who don't buy into Western religious narratives obviously aren't taken in by Mr. Jiang's approach. This is just like how Westerners wouldn't be convinced by a Chinese person using the I Ching to explain the world.

Israel just attempted to assassinate the great Steve Sweeney while he was reporting from Southern Lebanon Relieved to hear Steve is recovering The terrorist regime that has murdered hundreds of journalists over 2-3 years will never recover from this

Isn't it ironic that many Brits voted for Brexit because they wanted immigration to go down? How did this happen?

Laura Loomer flew to India. Before she left she deleted all of her anti-Indian tweets. Thousands of them. Gone. She thought nobody would notice. An Indian uncle noticed. He read them back to her on camera. Every one. Her own words. Her own bigotry. Directed at the people whose country she was visiting as a guest. This is the woman who has the personal cell phone number of the President of the United States. This is the woman who shaped immigration policy from Mar-a-Lago. She deleted the evidence before crossing the border. The internet is forever. The uncle is a hero.

Apple spent a decade gluing batteries into $2,499 MacBook Pros. Then it shipped a $599 laptop you can take apart in six minutes. The MacBook Neo teardown numbers are wild. Eight screws to open. Eighteen screws hold the battery, zero glue, zero tape. The USB-C ports, speakers, and headphone jack are all modular, meaning each one swaps individually. The speakers come out with four screws. An Australian repair channel disassembled most of the machine in under six minutes using standard Torx bits you can buy at any hardware store. For context, the 2019 MacBook Pro scored 2 out of 10 on iFixit’s repairability scale. The 16-inch Pro got a 1 out of 10. Soldered RAM, soldered storage, glued battery, proprietary pentalobe screws, keyboard riveted to the top case. Apple’s own Self Service Repair program required you to rent a 79-pound repair kit shipped in two Pelican cases just to swap a battery. The timing explains everything. The EU Right to Repair Directive takes effect July 31, 2026. Member states are transposing it into national law right now. Manufacturers must offer repair beyond warranty, provide spare parts within 5 to 10 working days for seven years, and publish repair manuals. In the US, over a quarter of Americans already live in states with enforceable Right to Repair laws. Oregon banned parts pairing. California’s act is in effect. Apple read the regulatory calendar and realized the cheapest laptop in the lineup would face the most scrutiny. Millions of students and first-time buyers will own it. The volume will be enormous. And regulators love consumer-protection cases involving the most affordable products in a company’s portfolio. So they built the Neo as the compliance flagship. Standard screws, modular ports, no adhesive, a battery that lifts out. Meanwhile the $1,099 MacBook Air still has soldered storage and a riveted keyboard. The $2,499 Pro still scores poorly on independent repairability scales. The $599 laptop is the most repairable MacBook in over a decade. Apple always knew how to build a repairable laptop. They just needed a reason that showed up on a regulatory deadline.

NEW: The Israeli military unlawfully used white phosphorus over homes on March 3, 2026, in the Lebanese town of Yohmor. The use of white phosphorus over residential areas is extremely alarming and will have dire consequences for civilians. Read more: bit.ly/4bdqxDt