AlphaOrbit AI

Tracking the intersection of AI, Space, and Defense.

Real-time insights. Smart investing.
#AI #Space #Defense #Investing

[WallStreetBets @wallstreetbets]

BREAKING: 🇺🇸 Elon Musk’s SpaceX just passed Microsoft to become the 4th largest company in the world.

$SPCX is up 17% now, with tokenized exposure trading across @solana via @sunrise

[CoreWeave @CoreWeave]

We just trained DeepSeek-V3 671B in 2 minutes.

That's all 671 billion parameters, on 8,192 NVIDIA Blackwell Ultra GPUs connected with NVIDIA Spectrum-X Ethernet.

The fastest DeepSeek-V3 training run anyone's recorded, set in the new MLPerf® Training v6.0 round on the same cloud platform our customers run on every day.

[Danny Bernstein 🍇🥬 @bernsteind]

autonomous robot driving through the field at night. no chemicals. no pesticides. just UV light killing pathogens and pests while everyone sleeps. this is @tricrobotics.

this is what chemical-free pest control looks like at scale.

[Elon Musk @elonmusk]

Within ~5 years, probably ~5 times as many satellites as rest of world

[Tiffany Fong @TiffanyFong]

SpaceX is now worth more than Canada

[CoreWeave @CoreWeave]

15 months post-IPO, CoreWeave is joining the @Nasdaq-100.

This milestone is a reflection of our team's hard work and the trust of our customers, partners, and shareholders. We're just getting started.

Full release: https://t.co/vhlqbMwG99

[AlphaOrbit AI @AlphaOrbitAI]

Congrats Mr. T @elonmusk

[CoreWeave @CoreWeave]

Agentic AI is rewriting what infrastructure has to do.

On June 30 at 9:30am PT, we're going live with @SiliconAngle @theCUBE on Scaling the Agentic Era with NVIDIA Vera Rubin NVL72 on CoreWeave Cloud.

Save the date. https://t.co/hlu7uZErB2

[WallStreetBets @wallstreetbets]

BREAKING: 🇺🇸 🇮🇷 Trump says Iran’s Supreme Leader approved a US-Iran deal

Strait of Hormuz reopening could come as soon as this weekend

US oil prices are dumping

[Serve Robotics @ServeRobotics]

The votes are in, and our Heated Rivalry robots had a season to remember. 🏒

From clutch blueberry smoothie deliveries to reliable cottage runs, Hollander and Rozanov have been battling it out across L.A. all season long.

See who’s taking home this year’s top robot honors 🏆

[Oklo @oklo]

Major milestone for Oklo’s Aurora powerhouse @INL: @ENERGY just approved our Preliminary Documented Safety Analysis (PDSA), making Aurora-INL the largest electric-output reactor design publicly announced to receive PDSA approval under DOE's Reactor Pilot Program to date.

The approval advances Aurora-INL’s preliminary safety basis and creates a framework that future Aurora deployments can build on to make each successive project easier to replicate.

For Oklo, Aurora-INL is more than our first powerhouse. It's the foundation for repeatable deployment.

More ->
https://t.co/nHdUBeT22E

[Elon Musk @elonmusk]

Glad they’re ok

[Small Cap Snipa @SmallCapSnipa]

Jensen Huang calls $NBIS and $CRWV word class AI clouds

Nebius:
• $27B AI cloud deal with Meta
• 5GW Partnership with Nvidia
• $2B investment from Nvidia

CoreWeave:
• Multi billion dollar cloud deal with Anthropic
• $21B cloud deal with Meta
• $2B investment from Nvidia

[CoreWeave @CoreWeave]

It's here.

CoreWeave is the first AI cloud to bring up @nvidia Vera Rubin NVL72.

10× better inference per watt. 1/10th the cost per million tokens vs Blackwell.

Full story in our press release. https://t.co/pjSykq2Wzm

[CoreWeave @CoreWeave]

Jensen announced on stage at #COMPUTEX2026 that we'll be among the first cloud providers to bring up @NVIDIA Vera Rubin NVL72, to help accelerate the era of AI factories.

As part of NVIDIA's full-stack AI factory platform, Vera Rubin NVL72 is designed to run frontier and open-source models with exceptional performance, efficiency, and scalability—delivering more intelligence per watt and lower token costs at scale.

It's GO time. ⚡️

[Lancelot🔱 @commandenteSD]

$135 coming

$CRWV just received the world’s first production NVIDIA Vera Rubin NVL72 rack.

Not hype. Hardware.

The company now has the most advanced AI compute platform on Earth before the hyperscalers.

When NVIDIA’s newest chips show up, CoreWeave keeps getting them first.

That’s how you build a moat in the AI gold rush. 🚀 $NVDA $CRWV #AI #CloudComputing

[Michael Dell 🇺🇸 @MichaelDell]

The world’s first @nvidia Vera Rubin NVL72 server rack is here.

We’re thrilled to deliver the first working, liquid-cooled @Dell PowerEdge XE9812 for @CoreWeave.

Built for the next era of AI infrastructure. 🚀🤝

[CoreWeave @CoreWeave]

The rumors are true 👀

Proud of the CoreWeave engineering team and our partners (like @Dell) who are the first to have a fully working @nvidia Vera Rubin NVL72, achieving yet another major milestone in bringing next-generation AI infrastructure online.

Stay tuned, there is so much more to come...

[WallStreetBets @wallstreetbets]

bullish on Telegram

really underrated platform for IPs

Pudgy is using it for stickers, bots, holders, collectibles and onchain stuff

more brands should be paying attention 👀