paleeone

Engineer, husband, father, early investor in TSLA, HIMS, PLTR, ASTS, RKLB, IONQ, OKLO, ABCL, TEM, IBRX and NAUT

[TopSecretStocks 🤫 @topsecretstocks]

$ASTS Raises $1B in Convertible Notes - Eyeing Vertical Integration via Launch Provider Acquisitions?

> Yesterday, AST SpaceMobile announced a proposed private offering of $1.0 billion of Convertible Senior Notes due 2034.
> A key highlight from the press release is their plan to use the remaining net proceeds for "an expanding universe of growth initiatives and secure additional access to orbit... including partnerships and/or acquisitions to further vertically integrate its business and mitigate risks associated with third-party launch providers."
> They explicitly noted no current understandings or agreements on such deals, but this signals a clear strategic shift toward reducing dependency on external launchers amid recent delays (e.g., Blue Origin New Glenn issues pushing service to 2027).

Why Launch Capability Matters for $ASTS 👇

$ASTS's BlueBird satellites are large and heavy, making them challenging for standard rideshares. They've used SpaceX Falcon 9 successfully but rely on a mix including Blue Origin's New Glenn and others (e.g., ISRO). Multiple providers add resilience, but owning or controlling more of the stack could secure dedicated capacity, control costs/timelines, and de-risk the massive constellation rollout needed for global direct-to-cell service.
This mirrors $RKLB's playbook with their recent ~$8B acquisition of Iridium $IRDM, combining launch, manufacturing, and operations into a fully vertically integrated powerhouse with recurring revenue from an existing constellation. $ASTS could pursue something similar on the launch side to accelerate their "expanding universe of growth."

Potential Acquisition Targets 🎯

$ASTS needs proven or near-term reliable capacity, not pure startups. Let's check what the market has to offer: 🧵 👇

[paleeone @DarabosPal]

$ADUR, another important milestone for Aduro: the feedstock mapping phase with ECOCE is complete, paving the way for HCT testing on real Mexican plastic waste. Not a breakthrough yet, but a clear thesis-strengthening step

https://t.co/JALhOn78zW

[Nautilus Biotechnology @NautilusBio]

The last day of #AAIC2026 has come too soon! Our time here has already shown us just how critical understanding tau will be to the future of Alzheimer's diagnostics and therapeutics, and we're proud that the Nautilus Voyager™ Platform enables researchers to investigate tau with unprecedented detail.

For more information, be sure to drop by booth 220 where you can:

🔵 Learn how the the Nautilus Tau Proteoforms Assay works and vote for new capabilities you'd like to see in future iterations of it
🔵 Discover how you can use the Nautilus Tau Proteoforms Assay at no charge through the Iterative Mapping Grant Program
🔵 Share what other proteins you'd like to study at the proteoform level
🔵 Get your own "MIND THE GAP" t-shirt (see below!)

If you don't get a chance to stop by, you can learn all about the Iterative Mapping Grant Program here:

https://t.co/VTdykeTGvb

Featured below:

Peter Graf, Jamie Rose Kuhar, Ph.D., Amber (Kessinger) Faust, Laurel Goins, and Sheri Wilcox

[Nautilus Biotechnology @NautilusBio]

Apply to participate in the new Iterative Mapping Grant Program and run 12 of your samples on the Nautilus Voyager™ Platform free of charge!

https://t.co/tIqpnT54f5

Terms and conditions apply.

[Nautilus Biotechnology @NautilusBio]

#AAIC 2026 is just around the corner! Drop by booth 220 to learn how you can incorporate single-molecule proteomic analysis into your workflows and visit the posters highlighted in the thread below to learn how researchers are already using the Nautilus Voyager™ Platform to explore the impact of tau proteoforms on Alzheimer's disease and related dementias.

Set up a meeting with a Nautilus representative at AAIC here:
https://t.co/7TczV6WRzj

[Water Tower Research LLC @WTR_Research]

Gorilla Technology Group (NASDAQ: $GRRR) recently raised its 2Q26 revenue guidance and announced a long-term AI infrastructure agreement, highlighting continued momentum across its AI and data center initiatives.

• Management raised 2Q26 revenue guidance to at least $44 million, reflecting recent contract wins and increased demand for AI infrastructure
• The company also announced a five-year AI compute infrastructure agreement expected to generate approximately $2.5 billion in revenue, with deployments beginning in 2H26 at the NeutraDC Batam facility in Indonesia
• Gorilla noted that financing discussions are progressing, with debt financing offers covering approximately 70% of anticipated project capital requirements
• Our report also reviews Gorilla's valuation, strategic positioning, and the company's transition toward long-term contracted AI infrastructure revenue

Read John Roy, Ph.D.'s full report for additional analysis. Those interested can also access our initiation of coverage and other Gorilla research through the links available in the full report.

https://t.co/PstAuIRGn3

$GRRR #GorillaTechnology #ArtificialIntelligence #AIInfrastructure #DataCenters #Technology #SmallCaps #Investing #DigitalInfrastructure #WaterTowerResearch @GorillaTechGrp

[Penny Queen @The_PennyQueen]

New CEO Interview with Aduro CEO Ofer Vicus: The 86% Yield Run, the AstroTurf MOU, and the Petroleum Playbook $ADUR.
https://t.co/u06iUBGMfL

@TheLongInvest

[paleeone @DarabosPal]

$NAUT, looking forward to this one. Single-molecule proteomics has the potential to reshape how researchers study disease biology—but execution matters. Hoping to hear more about Early Access adoption and customer validation
https://t.co/mmvo87PwQ1

#NAUT, #Proteomics

[Amateur Investing @Amateur_Inv]

There isnt enough "hard proof" yet for casual investors to differentiate $ADUR from countless recycling graveyard companies that failed to scale. But once you dig into the story instead of dismissing it right away, the facts all point in the same direction https://t.co/m3MayMVbGn

[Finn Stockinger @FinnStockinger]

https://t.co/qJL2K9uKk0

[paleeone @DarabosPal]

@localbounti $LOCL

Hi! Hope you're doing well! 🙂💚

I'd love to see this account active again. It would be great to follow Local Bounti's new products, company updates, and milestones here on X.

Any plans to return? 🌱

[paleeone @DarabosPal]

$NAUT, posts like this are often underrated. They're not flashy PR—they show the Nautilus Voyager becoming part of real research workflows. For a platform company, that's exactly how long-term moat and adoption are built 🧬🧬🧬

[Nautilus Biotechnology @NautilusBio]

📘 The latest edition of the "Proteomics and neuroscience" eBook has arrived!

This edition showcases how researchers are using the Nautilus Voyager™ Platform to develop novel insights into the roles of tau proteoforms in Alzheimer’s disease and related dementias.

In it, you’ll discover:

🔵 Brief background on the tau protein and its role in Alzheimer’s disease.

🔵 Examples of how researchers are using the Nautilus Voyager Platform to study tau proteoforms at the single-molecule level and develop novel insights into their functional roles in Alzheimer’s disease and related dementias.

🔵 How you can be one of the first to incorporate the Nautilus Voyager Platform into your workflows.

Download the eBook here:

https://t.co/x2Dn1txmWa

[Aduro Clean Technologies @AduroCleanTech]

Aduro CEO @OferVicus joined @proactive_x to discuss the Company’s new MOU with AstroTurf and the opportunity to evaluate chemical recycling solutions for end-of-life synthetic turf. 👉 https://t.co/aJdsTarBev

In the interview, Ofer discussed why synthetic turf represents a unique and highly defined waste stream, how Aduro’s Hydrochemolytic™ Technology can be applied to complex plastic materials, and how ongoing pilot campaigns are helping test materials and optimize the process.

He also spoke about Aduro’s broader development path, including the work underway to support First-of-a-Kind industrial planning.

As Aduro advances its chemical recycling platform, collaborations like this help connect targeted waste streams with practical, scalable pathways for recovery.

$ADUR #CleanTech #EcoInnovation

[Shay Boloor @StockSavvyShay]

$OKLO received DOE approval for the Documented Safety Analysis for its Groves Isotope Test Reactor.

The project now advances to readiness review, fuel loading and first criticality which Oklo continues to target for July 2026.

[Nautilus Biotechnology @NautilusBio]

At #AAIC2026, we're excited to share how Iterative Mapping on the Nautilus Voyager™ Platform can accelerate research into tau's mechanistic roles in Alzheimer's disease and related dementias. Check out the posters highlighted below for thorough explorations of tau proteoform data uniquely generated on the Nautilus Voyager Platform.

If you'd like to be one of the first to integrate similar single-molecule proteomic analyses into your workflows, be sure to set up a meeting with us or drop by Booth 220 to learn how you can join the Iterative Mapping Early Access Program.

Set up a meeting:

https://t.co/7TczV6WRzj

[McKinsey Global Institute @McKinsey_MGI]

We examined 10 investment cases from nuclear plants to biotech R&D.

In nearly every one, US and European costs run 50–300% above best-in-class.

See why capital goes where it goes – case by case: https://t.co/kW24qZkHC3

[McKinsey Global Institute @McKinsey_MGI]

Faced with an energy crisis in the 1970s, France went nuclear.

Under the Messmer Plan, it built ~50 reactors in 15 years, transitioning its grid from fossil fuels to reliable, low-emissions power – a shift that defines its energy landscape to this day.

Explore the lessons from past energy revolutions: https://t.co/r6c33eM2DL

[GUL @gulVasikova]

$EOSE Many investors see only the dilution. Smart investors ask what the capital is building.

$EOSE expects to raise ~$75 million through its rights offering, alongside a $75 million equity investment from Hudson Bay Capital Management, while Frontier Power USA’s total expected equity investment increases to $375 million, including Eos’ planned $125 million contribution.

This isn’t just about raising cash—it’s about funding the next stage of growth. The capital will help expand U.S. manufacturing, scale Eos’ zinc-based long-duration batteries, and accelerate deployment across America’s power grid.

Short-term, dilution may pressure the stock. Long-term, if Frontier successfully scales production and commercial adoption, today’s capital raise could become the foundation for tomorrow’s growth.

[The Long Investor @TheLongInvest]

We shared our full thesis on $GRRR this morning before the raise was announced

Regardless of this announcement we have been adding during the pull back over the last 2 weeks

We believe these deals have changed the trajectory for $GRRR and it is severely undervalued now

There is a 5 X move here, just to get back to Fair Value

I have shared this thesis for all Free and Paid members

Click on the link to view:
https://t.co/xrF4k04HFs

[IREN @IREN_Ltd]

IREN has been added to the Russell 1000 Index.

The index includes approximately 1,000 of the largest U.S. companies based on market capitalization and is widely used by investors as a benchmark for the performance of large-cap stocks.

Press Release: https://t.co/N3uuyxJk6m