Moats for companies in an AI world where software is commoditized: - proprietary data - physical infrastructure - massive capital - regulatory capture - network effects - distribution Am I missing anything?

Mamata Banerjee has expressed shock and sadness over the stampede-like incident at Kolkata's Chorbagan Durga Puja pandal, which reportedly left at least 25 people injured. In a post on X, Banerjee said she was “deeply shocked and saddened” by the incident and prayed to Maa Durga for the speedy recovery of those injured. She also wished strength and courage to the affected families during this difficult time. #MamataBanerjee# #Kolkata# #DurgaPuja# #WestBengal# #Chorbagan#

Mamata Banerjee has now accused BJP saying BJP has stopped the royalty for her books. Royalty contract is signed legally between Author and Publisher. How can any party stop that? Truth is using royalty a shield,Mamata and TMC used to turn black money to white money.

Mamata opposed CAA, Leftists called CAA- election gimmick, Islamists burnt stations opposing CAA, Overcoming everything today CM of BJP govt in WB handed over citizenship certificates to Bengali Hindu refugees. A Govt that is working for Bengali Hindus. Kudos ♥️

Mamata started her career based on Ekla Cholo. Everyone loved it. Strong independent woman. Flipped from NDA to UPA to NDA to UPA then became Ekla Cholo. Now Ritabrata-Kakoli are doing Ekla Cholo drama, and suddenly no one likes it. Only Mamata can be street fighter tigress??

Mamata Banerjee-led Trinamool Congress has expelled several senior leaders from the party after they joined Ritabrata Banerjee-led rebel faction and participating in the formation of a parallel organisational committee. The expelled leaders include Firhad Hakim, Aroop Biswas, Arup Roy, Javed Khan, Rathin Ghosh, Biplab Mitra, Snehasis Chakraborty and Sabina Yasmin.

Moats in our neocloud theme: $APLD Ellendale, Macquarie financed $BTDR Bhutan power, SEALMINER ASIC $CIFR AWS anchor tenant validation $CLSK low cost power per MW $CORZ multi-billion hosting backlog $CRWV GPU operator, OpenAI $DGXX 400MW, Blackwell ready pods $HIVE BUZZ HPC GPU subsidiary $HUT vertically integrated power $IREN cleanest HPC revenue ramp $KEEL $533M liquidity, three campuses $MARA largest scale, biggest footprint $NBIS lowest cost per MW operator $RIOT Texas grid scale power assets $SLNH behind the meter, 4.3 GW $WULF Core42 deal, nuclear adjacent $WYFI $865M Nscale anchor contract The important stuff? Secured power capacity, signed anchor tenant contracts, cost per MW competitiveness, and execution speed on conversion. I think #SLNH# offers deep value. NFA. Will keep updating...