A new Ethereum proposal would cut ETH issuance to zero if staked ETH reaches $112 billion
More ETH getting locked up while Less new ETH hitting the market
$ETH $BMNR
$ASTS: 🚨 PIPER SANDLER REITERATES OVERWEIGHT AND $100 PRICE TARGET
After SPCX Call & Overnight Launch, We're Incrementally More Confident in ASTS
Investors should be aware of two recent data points that, in our view, could impact the value of ASTS. First, SPCX made comments last night re: the company’s intention to take customers from the “Big 3” U.S. MNOs (AT&T, Verizon, T-Mobile). We think this could motivate MNOs to lean more heavily on the partnership with ASTS, which offers a competing “direct to device” broadband option. Second, early this morning, the company successfully launched BlueBirds 11, 12, and 13, bolstering the size of the constellation and keeping plans for beta services on track. With each successful launch, ASTS gets closer to activating its service. We have higher conviction in our forecast, now that the satellites have successfully reached orbit.
Note: ASTS will report earnings after the market closes on Monday, August 10th
$ASTS There is no reason to sell today. Not after the story just got more certain and not before all these basket shorts have to cover post Space X unlock tomorrow.
Only retarded people and novice shorts are hitting the sell button this AM. Always has to be a sucker at the table.
🚨 $ONDS PER SOURCE: LAKE STREET REITERATES $19 PRICE TARGET & CITES NEW MISTRAL CONTRACT IN DEMONSTRATING ONDAS’ GROWING PRIME CONTRACTOR FOOTPRINT IN U.S. DEFENSE MARKET 🚨
$ASTS - Piper Sandler reiterates $100 price target on AST SpaceMobile and maintains overweight rating.
After SPCX Call & Overnight Launch, We're Incrementally More Confident in ASTS
Investors should be aware of two recent data points that, in our view, could impact the value of ASTS. First, SPCX made comments last night re: the company’s intention to take customers from the “Big 3” U.S. MNOs (AT&T, Verizon, T-Mobile).
We think this could motivate MNOs to lean more heavily on the partnership with ASTS, which offers a competing “direct to device” broadband option. Second, early this morning, the company successfully launched BlueBirds 11, 12, and 13, bolstering the size of the constellation and keeping plans for beta services on track. With each successful launch, ASTS gets closer to activating its service. We have higher conviction in our forecast, now that the satellites have successfully reached orbit.
Note: ASTS will report earnings after the market closes on Monday, August 10th
MASSIVE:
🇺🇸 SEC Commissioner Pierce just confirmed it.
CLARITY Act passes this week.
Not next month. Not eventually.
This week.
3 days. One vote. $20 trillion.
THE FINISH LINE IS HERE.
$EOSE I found the call to be unbelievably good. Joe, John, and Alessandro all knocked their sections out of the park, and Joe did the best Q&A I’ve heard from him ever over these 3 years of listening to him.
Lots of detail and confidence given. I re-added to my position in full
I believe we will get a vote on the Clarity Act before August recess and get people on the record after 11 months of negotiating with Democrats and adding 300+ pages to the bill at their request.
It's just time to get people on the record.
We’re beginning our #CountdownToCriticality.
As we approach initial criticality, our engineers and operators will take you inside our Groves Isotope Test Reactor as they conduct the startup tests.
Our team has loaded the initial core, tested the control rods and protection systems, and brought purified water into the core under tight chemistry control. These steps are a deliberate “preflight check” that builds confidence that the reactor and its systems are behaving as expected.
These startup tests do more than demonstrate our developing blueprint for future commercial deployments–they show that American nuclear can move from design to startup on timelines that are measured in months rather than years.
https://t.co/bHRgyzorKp
🚨 $OKLO — AI doesn't stop without power. ⚡
And that's the opportunity.
🔋 Nuclear energy
🏗️ Real deployment milestones
🤖 AI infrastructure demand
Every new AI factory needs reliable electricity.
The companies solving that problem won't stay ignored forever.
Execution is replacing speculation.
$OKLO is building for the next decade. 👀
#OKLO #AI #Nuclear #Stocks
🔥 $OKLO — The AI race isn't just about chips.
It's about who keeps the lights on.
DOE milestones. ✅
Deployment progress. ✅
Long-term power demand. ✅
The market chases the obvious.
The biggest winners often sit underneath the entire AI stack.
$OKLO stays on my radar. ⚡
#OKLO #Energy #AIStocks
$EOSE Per Claude, and my own sanity checks,
EPS numbers for Q2:
Street consensus -0.18
Claude * Adjusted EPS* estimate based on pre-release -0.26
Claude * Total EPS* estimate based on pre-release -0.83
We might see a significant algo-driven drop on the earnings release, just like Q1 earnings had a crazy spike given derivative changes on fair value.
FYI