Kuljit

[Kuljit @PepRoy10]

$LMN.V

[Lumine Group @Lumine_Group]

Press Release: Lumine Group Acquires Imagine Communications

Imagine Communications is a global provider of Video Connectivity Solutions, Channel Origination software and hardware, and AI-enabled Advertising Management & Monetization solutions.

The acquisition deepens Lumine Group's presence in the Media supply chain domain.

Learn more: https://t.co/ioQd946Y6w

[Leo @LeoNelissen]

Funny how this works. $LB

- Random 20-30% decline that doesn't make any sense, just to get rid of weak hands.
- Sudden, steep stock price increase.

No idea if it breaks out now, but if it does, there's a lot of air until $120-$130, where I see the FV, even without data centers.

[NextDecade @NextDecadeLNG]

The completion of the Brazos Island Harbor Navigation Channel Deepening Project marks a significant milestone not only for @RioGrandeLNG and the Port of Brownsville - Texas, but for the Rio Grande Valley, the state of Texas and the United States as a whole. As a Public-Private Partnership between NextDecade, the Port and @USACEHQ, NextDecade funded the entirety of Phase 1 of the project which spanned the entrance of the Channel from the Gulf to the west end of Rio Grande LNG. The deepening of the channel from 42 feet to 52 feet enables the Port of Brownsville to receive larger vessels, including LNG vessels.

We are proud to have partnered with the Port and USACE to complete this significant milestone.

$NEXT #NextDecade #RioGrandeLNG #RGLNG #LNG

[AST SpaceMobile @AST_SpaceMobile]

AST SpaceMobile Announces BlueBirds 11, 12, and 13 Orbital Launch in the First Half of August
https://t.co/ihxGsnUPes

[Kuljit @PepRoy10]

True, lucky to be able to experience greatness of Messi live today at Dallas.

Argentina 🇦🇷 vs Austria 🇦🇹

@RafaelH117

[Rafael Hernández @RafaelH117]

Messi's greatness is about watching him play, and not his stats or trophies.

[Kuljit @PepRoy10]

$LUNR.TO @AdamLundin5 with another 2M purchase and Trevor continues buying too ✅

[Kuljit @PepRoy10]

$LUNR.V $LUNR.TO

@AdamLundin5 with 2M purchase on Friday ✅

[Kuljit @PepRoy10]

Another add to $NEXT position today ✅

[Kuljit @PepRoy10]

Added to $NEXT position ✅

Litterly a “next decade” hold !!!

[Kuljit @PepRoy10]

Added to $NEXT position ✅

Litterly a “next decade” hold !!!

[Kuljit @PepRoy10]

$NEXT good to see it showing some momentum last few days on news around LNG.

Long way to go!!!

[Kuljit @PepRoy10]

Another add to $MIAX position today, half size of the intended position now !!!

Short term noise certainly giving opportunity to build position for technology driven modern exchange that’s set to grow for many years.

[Kuljit @PepRoy10]

Added to $MIAX again today.

[Kuljit @PepRoy10]

$ASTS 👏

[Abel Avellan @AbelAvellan]

Successful launch!🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀
All satellites were captured within minutes and already orbiting Earth with all systems nominal.

Congratulations to the incredible AST SpaceMobile team! 250Y U.S.A. 🌎📶 🤠

[Kuljit @PepRoy10]

Today’s adds ✅

$NEXT

$LUNR.TO

$LB

[AST SpaceMobile @AST_SpaceMobile]

Encapsulation complete.

BlueBirds 8, 9, and 10 are now secured inside Falcon 9's fairing ahead of launch.

A stacked configuration powered by advanced carbon fiber structures, engineered to withstand ascent forces comparable to carrying a fully loaded space shuttle orbiter during launch. 💪

Next stop: launch. 🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀

Built in Texas. Broadband from space. Designed to connect directly to everyday smartphones. 🌎📶📱

#ASTSpaceMobile #Broadband #ConnectingtheUnconnected #BlueBirds

[Kuljit @PepRoy10]

@MollyKapital @LUNRroyalties Yes that’s my understanding though exact % might be diff than 25.

eg Newmont holds shares through Newcrest (Canadian), that’s why they would get shares and get board seat as well.

There may also already be some private transactions aligned with Namesia absorbing those shares.

[Kuljit @PepRoy10]

$LUNR.TO Nice to see @LUNRroyalties starting to catch some bids again after decent insider buying and closing of FDN transaction.

This table might be a bit off, but out of 50.5M new shares for LUG shareholders, only a small chunk might be in hands looking to sell anytime soon.

[Kuljit @PepRoy10]

Yes, they will be a lot more valuable $IREN

[Ernest Wong @ErnestWongBWM]

To elaborate more on this:

Yes, there is a plausible thesis about the advantages of space data centers.

But if we are so short of compute and the Earth constraints are so great that we have to go to space, then wouldn't existing data center providers be worth much more?

[Kuljit @PepRoy10]

$MIAX

[Dylan Marrello @ragingbullcap]

$MIAX Do we think these IPOs adding trillions of market cap (to say nothing of the leveraged ETFs built around them and all the other second order effects) is going to bode well for overall volumes in the options market? MTD ADV has already stepped up to 68m (+1.5% from last month, +8% since January) and now likely poised for another material leg up.

Clip a royalty on the IPO frenzy without needing an opinion (yes, it's okay to not have one) on the underlying names.

[Kuljit @PepRoy10]

That’s infact a compelling argument for $ASTS and its business model being in total harmony with partner MNOs.

I think D2D customer conversion %, adoption speed and ARPU would all surprise to upside significantly.

Something about “…. weighing machine in the long term” ⏳

[THE SP🅰️CTATOR @The_SPACTATOR]

$ASTS: Sequoia Capital partner Shaun Maguire projects massive growth for SpaceX's direct-to-cell technology. Interestingly, his vision for this space strongly reflects the industry-leading capabilities and pioneering work that AST SpaceMobile brings to the direct-to-device market

[Kuljit @PepRoy10]

$MIAX

[Moody @MoodyWriter13]

At the Morgan Stanley US Financials Conference 2026 today, $MIAX Chairman and CEO Thomas Gallagher addressed a range of topics covering the company’s strategy, technology edge, and recent results.

Perpetual Futures. Gallagher reiterated his cautious stance. He noted that the recent CFTC statement was limited to perpetuals on Bitcoin, and that a broad authorization for perpetual futures on retail products outside of crypto remains, in his reading of the legislation, a long way off. He emphasized MIAX’s fiduciary responsibility to shareholders and the market, warning that a broad allowance for perps with automatic liquidation could cause significant harm to inexperienced, often younger retail traders, a risk he wants to minimize. He left the door open, however: if MIAX’s own members were to request the product, the company has the technology and the licenses to bring it to market.

Technology differentiation. He described MIAX’s competitive edge in terms of speed, throughput, and determinism, using an aircraft analogy (an approach to Boston Logan in heavy fog): a market maker must be able to cancel a quote within a guaranteed 18 millionths of a second. Under extreme volatility, MIAX stays at roughly twice that latency, while competitors spike to fifty times, the critical difference.

Q1 2026 metrics. Adjusted EBITDA up 66 percent, margins above 50 percent (up 800 basis points). Average daily volume (ADV) up 27 percent, roughly 60 percent faster than the industry (up 17 percent).

Structural tailwinds. A major generational shift over the next nine to ten years (the transfer of wealth from baby boomers) will strongly drive retail futures. Of roughly 70 million retail traders, only about 5 million currently venture into options, leaving substantial room for growth. The rollout of short-dated options (Monday/Wednesday expirations since January) is giving MIAX a disproportionate share, with additional symbols expected in three to four months.

Futures dynamics. The Bloomberg B100/B500 products have been live since May 17, averaging around 13,000 contracts per day, with liquid markets and flawless execution. The goal is to have five major retail brokers fully onboarded by year end. New grain products are planned for Q4 2026.

Market share and monetization. After ten years focused on market share (now 17.25 percent), MIAX is pivoting toward monetization: no longer accepting every aggressive, margin-diluting quote, but only profitable business. The new Miami trading floor (opened September 2025) is still at 0.4 to 0.5 percent market share, with potential for 6 to 8 percent of floor volume.

Long-term goal. To become the first truly global exchange group, not through revenue growth at any cost, but through thoughtful international expansion. Bermuda and the Channel Islands (Guernsey) serve as proving grounds for new features.

[Moody @MoodyWriter13]

CEO Tom Gallagher’s remarks on $MIAX technology

Core thesis: “Speed, throughput, and determinism”

Gallagher emphasizes that technology is MIAX’s key differentiator:

“I think that what differentiates us today is our technology. I do not say that lightly because everyone says they have great technology but I think what differentiates us is the speed, the throughput and the determinism consistently day in and day out.“

The airplane analogy – the core problem

Gallagher illustrates the market structure problem with a vivid analogy:

“You are a pilot flying into Logan Airport on Thanksgiving Eve, and you’re one of 20 planes in the queue. It’s foggy out… You’re 1,000 feet away from the runway, and you ask the tower for guidance, but you don’t hear anything back. Why? Because the tower is overwhelmed.”

He then connects this directly to financial markets:

“The same thing happens in U.S. financial markets at the most critical time. You send a message to an exchange to refresh your price… cancel my quote… and you haven’t heard back. That is a terrible feeling to be 1,000 feet away from the runway.”

And the consequence:

“The matching engine at our competition is too overwhelmed. And therefore you get ambushed, because someone picks you off when your price is stale.“

The latency advantage

Gallagher quantifies MIAX’s execution speed:

“If you know that in 18 millionths of a second you are out of the market, guess what? You hang in there.”

He adds that stability under stress is the key differentiator:

“At the 99.99th percentile, when there is extreme volatility, our latency goes from 18 to maybe 2x. Some of our competition goes to 50x before you know what happened.”

The implication: market makers can reliably exit positions at MIAX, while on competing venues uncertainty increases sharply under stress.

Practical impact: volatility and IPOs

Gallagher highlights real-world effects during stress events:

“In times of volatility… the comparison of the experience by major market participants… really helped propel our market.”

On large IPOs and volatile events:

“With a guy like Elon Musk at the top… there’s going to be a lot of volatility. That’s where our market makers will really gravitate to us.”

The key point is risk control: fast and predictable price updates attract liquidity providers in unstable markets.

Purpose-built technology

Gallagher stresses that MIAX is not relying on generic infrastructure:

“The next box is having purpose-built technology. I can’t express to you how important it is.”

He explains the scaling challenge:

“When you take 1,500 securities and 10 market makers refreshing prices at the same time, it’s a major technology lift.”

The conclusion: vertical integration and tailored systems create a structural edge versus exchanges using more generalized architectures.

Evidence: market share gains

He supports the thesis with hard data:

“From Q1 2016 to Q1 of this year, we’ve increased our market share by over 1,100 basis points.”

Bottom line

MIAX’s competitive edge, according to Gallagher, is a combination of ultra-low and predictable latency, especially in extreme volatility. This reliability attracts market makers during the most critical moments (e.g., crises, IPOs), where execution certainty matters more than average speed.

I really like $MIAX

Disclosure: I own shares of $MIAX

[AST SpaceMobile @AST_SpaceMobile]

AST SpaceMobile Announces Launch Date for BlueBird Satellites 8, 9, and 10

https://t.co/AqgzCO9n6q