Grok 4.5 is built for real-world engineering. It excels in large codebases and handles long-running tasks that span multiple repositories, hundreds of skills, and a variety of tools.
@TheBTCTherapist I retired with a little over $300,000 six years ago. You just need to ensure that the rate of growth for your wealth outpaces your expenses.
Hormuz traffic up over half of regular 130 crossings per day. 70 per day. Tankers getting through at close to regular 20 million bpd. ten or so supertankers is 2 million bpd each.
Today, the gap between $SATS ( $ECHO ) and $SPCX widened again.
At the current SPCX share price, the implied NAV of SATS is roughly $200 per share, while SATS is currently trading at around $100.
The DOJ public comment period ended on June 18, and I expect the court to formally issue its order within the next few days. Three business days after that order is issued, the AT&T transaction should close.
After the AT&T sale, even after paying down debt, taxes, and escrow-related obligations, SATS should still be left with roughly $7–8 billion of cash on hand.
Given that the stock is trading at around half of NAV, I think there is a high probability that Ergen — the founder who owns more than 51% of the company — will choose to repurchase shares.
Coincidentally, the company has already authorized a $2 billion share repurchase program.
@PassionAndLuck Ten days ago the $SATS $ECHO short positions started to be closed out. down 15% from the peak. 5-6M shares down from 43-44M. About 1.5M closed out some days.
Elon Musk says he's not making a phone.
So what is SpaceX making for Starlink?
Starlink #NotAPhone Speculation
0:00 Elon Musk Starlink Phone
1:05 Starlink Edge
2:30 Grok OS on AI5 Lite
3:35 Local Inference vs Cloud
5:35 Why Starlink Edge
7:13 Starlink Business Model
9:53 AI Stocks
10:35 Starlink Steel