Orfeas

sometimes i post : $RKLB memes 🚀 🚀🚀i like stocks. some space stocks I like : $RKLB $LUNR $RDW $FLY $SATS $SPCE $PL $ASTS $BKSY. New position: $SERV

[Orfeas @Orfeas]

Bought $SPCX on day one.🚀
If you’re reading this, I still haven’t sold.

[Orfeas @Orfeas]

if you are interested this is the Serv Robotics earnings call (my summery isn't very good , i don't have a lot of time now ,i hope its good enough):
- revenue guidance cut from $26 million to $9–10 million

- Serve currently does not expect to renew its Uber agreement when it expires in early 2027 but Serve plans to announce another major delivery-marketplace partner.

- Q2 revenue was $3.24 million, up 404% year over year, but the company still lost $64.1 million.

- as of June 30, 2026, Serve Robotics had
+ Cash: $79.1 million
+ Marketable securities: $161.3 million
+ Total cash and investments: $240.4 million
+ Borrowed/interest-bearing debt: $0
+ Lease obligations: approximately $9.7 million
+ Total liabilities: $26.8 million, including bills payable, accrued expenses, deferred revenue, and leases
+ Revenue in Q2 2026: $3.24 million
+ Net loss in Q2 2026: $64.13 million
+ Revenue during the first six months of 2026: $6.22 million
+ Net loss during those six months: $113.13 million
+ Expected revenue for all of 2026: $9–10 million

Some positives / interesting things:
- Serve renewed seven multiyear hospital contracts and added two new hospitals during the first half of 2026
- advertising generated nearly 50% of robotic food-delivery revenue and reportedly carried attractive margins
- Serve’s underlying robots do not appear to be the main problem. Management said customer demand remained steady and robot performance improved; the major problem was how Uber allocated and integrated robot orders. That means Serve may recover by shifting volume to better partners
- Beacon restaurant device: the Beacon is a plug-and-play restaurant device: no Wi‑Fi or POS integration needed. It alerts staff when a robot arrives, potentially unlocking far more delivery orders. $SERV

[Yoda @teslayoda]

Y’all forgot about Optimus? This is 6 months old.

[Palmer Luckey @PalmerLuckey]

@Xaraphim Look up the Oticon Ponto. You can coat bicompatible titanium with proteins that make your body treat it like a tooth.

[Elon Musk @elonmusk]

Peter is not correct about me in this case.

I have always known that dangers from Earth will also pose dangers to Mars. Obviously so. However, the immense difficulty of traveling to Mars means that there is a much higher likelihood of mitigating risks originating from Earth.

A clear example of major risk reduction would be a deadly pandemic. Since it takes 6 months to reach Mars, there is an automatic 6 month quarantine!

Even traveling at the speed of light, a deadly computer virus or AI attack can potentially be stopped due to Mars being ~4 to ~20 light-minutes from Earth.

This doesn’t mean that a Mars civilization eliminates all risk, but it absolutely greatly reduces the risk of consciousness being extinguished.

Moreover, Mars is a stepping stone to extending consciousness broadly within our solar system and ultimately to millions of stars within our galaxy, which would extend the probable lifespan of consciousness as we know it by many orders of magnitude.

That said, what I personally find most motivating is not the risk reduction aspect of extending life beyond Earth, but rather the inspiring nature of exploration and being out there among the stars!

Perhaps we will meet aliens or find the remains of long-dead civilizations that lasted millions of years …

[Space Investor @SpaceInvestor_D]

The Great Space Corridor

[Orfeas @Orfeas]

@papopipi6 @EhangFan @PhilipFemo If I am not mistaken they only have license to do tourist flights that take off and land from the same point.
And they haven’t gotten the license to be able to go from a point to a different point.
At least according to ai.

[SpaceX @SpaceX]

SpaceX was founded to make life multiplanetary. We’ve been able to expand that mission with our Starlink constellation and AI solution

Learn more → https://t.co/PSCyWrMUYI

[DogeDesigner @cb_doge]

NEVER GIVE UP

[NASA Administrator Jared Isaacman @NASAAdmin]

The next chapter of lunar exploration is taking shape.

Next week, we are announcing our first steps towards surface capabilities and mobility. Preparation for the first Moon Base is well underway.

[NASA @NASA]

We're building a Moon Base!

@NASAMoonBase will serve as a habitat where astronauts live and work during long-term science missions.

Join us at 2pm ET on Tuesday, May 26, for a live news event where we’ll share updates on our lunar exploration plans: https://t.co/IJXA7xYwju

[Herbert Ong @herbertong]

🚨 BREAKING: SpaceX’s IPO prospectus (S-1 filing) is now officially public! $SPCX

You can now read the full filing here:
https://t.co/QEFnejIGpl

[Brett Adcock @adcock_brett]

Figure launched yesterday aiming to hit 8 hours of autonomous work

We’ve now crossed 30 hours of continuous operations with no downtime 🔥🔥🔥

We also welcomed Rose to the team - helping push us past 38,000 packages processed

[Peter Beck @Peter_J_Beck]

@lrocket @Kemp @Astra

[Mario Nawfal @MarioNawfal]

🇮🇳 Factory workers in India are wearing head-mounted cameras so AI can watch exactly how humans do physical work. Every hand movement, every adjustment, every shortcut.

The workers are training their own replacements in real time, on the job, getting paid to do it.

The most honest description of this is also the most uncomfortable one.

Source: longliveai on IG

[Serve Robotics @ServeRobotics]

Meet Maggie, our first AI-powered conversational robot. Introduced at #NVIDIAGTC with @TMobile, she’s designed to interact with humans in real time, marking a step toward more dynamic, human-centric AI in the physical world.

[Morning Brew ☕️ @MorningBrew]

Looks beautiful from up here

[Garcia @GarciaCap]

How it feels to be up 5% after a 30% drawdown

[Retail Mourinho @retail_mourinho]

Everyone right now