Talos

`"Any advanced technology is indistinguishable from magic"

Sector Agnostic. Focus: Science Fiction ➡️ Science Fact.

Not financial advise. Always DYOR!

[Voyager Technologies @voyagertech_]

The Voyager Podcast is live! For our first episode, we went straight to the source. Chairman & CEO @Dylan Taylor sits down with host @slickf16 to talk about where Voyager came from, where it is going, and what it actually takes to build something that matters.
Watch on YouTube: https://t.co/w2vKPSWFbp
Listen on Apple: https://t.co/I9mwFkhz6H
Listen on Spotify: https://t.co/7YziH7cIZ1
​
$VOYG #MissionReady #AcceleratingtheAdvantage

[Voyager Technologies @voyagertech_]

Tomorrow, Voyager's senior leadership team will present our fourth quarter and full-year 2025 earnings results. Join us as we reflect on a landmark year — sharing key milestones, financial highlights, and our vision for the future of commercial space. ​
​
Tuesday, March 10 at 9 a.m. ET​
Tune in here: https://t.co/1W5slA8DoX.​
​
$VOYG #missionready #VOYG #Earnings

[Adam Goldstein @adamgoldstein13]

Everything we’ve built over the past seven years is converging, and our strategy is paying off. I decided to switch it up and write a letter directly to our shareholders to better communicate the long-term vision while providing transparency on what you can expect from us in 2026.

[Talos @TalosTheGiant]

@flyarcher has just released its Q4 & FY 2025 Shareholder Letter, and the milestones are massive for the eVTOL industry!

Here are the most critical takeaways from the report:

- Historic FAA Milestone: 100% of the Means of Compliance accepted by the FAA, making them the first eVTOL aircraft manufacturer to achieve this!

- Launch Timeline: Officially targeting first passenger flights in 2026.

- Financial Fortress: Ended 2025 with a record liquidity of ~$2 Billion, ensuring a strong runway for manufacturing and certification.

- Global Demand: The order book is now in the billions, with partnerships established with 7 of the world's largest airlines.

- Defense & Autonomy: Accelerating their defense strategy with Anduril to design an autonomous, hybrid-electric VTOL aircraft.

More details: https://t.co/QPBOIfZ4VP

[AMD @AMD]

A definitive agreement: AMD and @Meta are expanding our existing partnership, aligning roadmaps across silicon, systems and software to deliver AI platforms purpose-built for Meta’s workloads.

✅ 6GW of AMD Instinct GPUs
✅ Custom AMD Instinct GPU derived from MI450 for Meta workloads
✅ Shipments for first GW expected in 2H 2026, powered by AMD Helios rack-scale architecture
✅ EPYC CPUs powering the majority of core services across Meta’s global data center fleet

More details: https://t.co/FJLqhO8W5C

[Talos @TalosTheGiant]

Major Milestone Achieved in Commercial Space Exploration!

Starlab Space has officially completed its Commercial Critical Design Review (CCDR) with NASA, marking a decisive transition from the design phase to manufacturing, testing, and assembly.

This achievement (Milestone 28 on the NASA CLD Space Act Agreement) proves that Starlab is not just a vision, but an executable reality ready to secure the future of Low Earth Orbit (LEO).

Key Highlights:

Ready for Fabrication: The architecture, safety protocols, and performance metrics are fully mature and greenlit for the next phase.

No Gap in LEO: Starlab's timeline aligns perfectly with the ISS transition, ensuring continuous human presence for science, industry, and national interests.

A True Commercial Market: Alongside technical validation, Starlab's robust business model was approved—proving it as a sustainable, market-driven platform backed by global giants.

A huge congratulations to the global coalition making this possible: @voyagertech_ , @Airbus , Mitsubishi Corporation, MDA Space.

The future of space research and commercialization is in good hands! 🌌🛰️

#Starlab #NASA #SpaceExploration #LEO #CommercialSpace #Aerospace #Innovation

[Starlab @Starlab_Space]

Milestone achieved: Starlab has successfully completed its Commercial Critical Design Review (CCDR).

This marks a major step forward in the development of our next-generation commercial space station, confirming that the design meets all technical, safety and performance requirements to proceed to manufacturing and systems integration.

This achievement reflects years of rigorous engineering, close collaboration with NASA and strong coordination across our global team from Voyager Technologies, Airbus, Mitsubishi Corporation, MDA Space, Palantir Technologies and Space Applications Services.

With the CCDR complete, Starlab is advancing fully into fabrication, testing and assembly, helping ensure a continuous human presence and research capabilities in low Earth orbit as the ISS approaches retirement.

Read the full release: https://t.co/Oh0XlZeyia

[Talos @TalosTheGiant]

GenAI creates code. It also creates chaos. Who cleans up the mess?

While everyone bets on the "creators" (LLMs), we are looking at the "supervisors." Dynatrace provides the causation needed to run AI at scale without breaking things.

Here is the data-driven case for $DT as essential AI Infrastructure.

$DT #AI #Tech #Stocks

[Talos @TalosTheGiant]

https://t.co/anPcrFuEn8

[AMD @AMD]

AMD and @TCS are bringing the Helios rack scale AI architecture to India. Powered by AMD Instinct MI455X GPUs, EPYC CPUs, Pensando Vulcano NICs, and ROCm software, Helios delivers an open, high-performance platform designed to scale sovereign AI and accelerate enterprise AI adoption nationwide.

Find more details about this partnership in the link below⬇️

[Voyager Technologies @voyagertech_]

We're partnering with ATMOS Space Cargo to streamline access to space and ensure scientific discovery and technological advancements can move seamlessly from Earth to orbit. Our Voyager Europe team will lead integration efforts, offering comprehensive mission management from start to finish. Together, we’re making space more accessible, predictable and scalable for all.​
​
Learn more here: https://t.co/Q2G5oqOlSN
​
$VOYG #missionready

[Talos @TalosTheGiant]

The "Full Stack" advantage is no longer theory. It's deploying at 200MW scale.

In the quoted post, we argued $AMD is the only provider bridging CPU + GPU. Today's TCS partnership confirms it:

The new "Helios" architecture isn't just a chip. It's a complete rack combining:

- MI455X GPUs
- EPYC "Venice" CPUs
- Pensando NICs

This is exactly what "Indispensable Platform" looks like. AMD isn't just selling silicon anymore; they are selling the entire AI Factory blueprint.

The volume play is in motion.

Press Release: https://t.co/xo78GCrXis

[Talos @TalosTheGiant]

$AMD Update: Evolving from "Cheap Alternative" to "Indispensable Platform"

Post-transcript analysis & updated guidance have shifted 2031 fundamentals. No price speculation, just pure FUNDAMENTALS:

The Game Changer: Agentic AI & CPUsAI Agents demand not just GPUs, but massive CPU power for head nodes. Nvidia lacks an x86 CPU. Intel lacks a leading AI GPU. AMD is the only "Full Stack" (CPU + GPU) provider, securing its spot as the TCO Leader.

Hyper-Growth (>60% CAGR)Management confirmed Data Center growth will exceed 60% annually. The $1 Trillion TAM is real.

My 2031 Fundamental Model:

• Revenue: ~$128 Billion
• Net Earnings: ~$38 Billion
• Strategy: Not "Price Gouging," but "Volume Play." Sustainable ~30% Net Margins.

The math is on the table. Run your own numbers: Where does >60% CAGR take AMD in 5 years?

I’d love to see your models and targets in the comments. 👇

#AMD #AI #Investing #Stocks #Tech

[Talos @TalosTheGiant]

https://t.co/anPcrFuEn8

[Talos @TalosTheGiant]

$PGY: The Market Sees a Lender. The Data Shows Infrastructure.

We just published a deep dive into Pagaya's Q4 2025 transformation. While the street worries about macro volatility, Pagaya quietly executed one of the most disciplined pivots in fintech history.

The Short Thesis:

The Cut: Slashed ~$1.5B in risky volume to protect the fortress.

The Profit: Delivered $34M in GAAP Net Income despite the volume cut.

The Leverage: Incremental EBITDA margins are now >100%.

This is no longer a speculative SPAC. It is a cash-flow-positive B2B2C network embedding itself into Tier-1 banks.

Read the full breakdown on why the "Infrastructure Pivot" is complete and what the path to 2029 looks like. 👇

#Pagaya #Fintech #Earnings #Infrastructure #Investing #PGY

[Talos @TalosTheGiant]

https://t.co/kPKZGTrEnw

[Talos @TalosTheGiant]

https://t.co/kPKZGTrEnw

[Talos @TalosTheGiant]

$PGY : The "Infrastructure" Pivot is Complete

The Q4 2025 results confirm a thesis we have been tracking all year: @Pagayaltd has successfully graduated from a speculative SPAC to a critical, profitable infrastructure partner for the US banking system.

The Evolution:

Then: A "black box" AI lender dependent on high-volume, high-risk origination to show growth.

Now: A disciplined B2B2C network prioritizing margin over vanity metrics.

The Breakdown:

The "Reliability" Premium: Management proactively cut $1.5B in risky volume in Q4. They chose margin quality over top-line bloat. The result? $34M in GAAP Net Income. This isn't a "turnaround" anymore; it's a self-funding business model.

The Network Moat: The tech is scaling across Tier-1 institutions. With new anchors like LendingClub and Global Lending Services (GLS), PGY is embedding itself deeper into the financial stack. It’s no longer just about loans; it’s about customer acquisition via "Direct Marketing" integration.

The 2029 Vision: The unit economics are elite. With incremental EBITDA margins hitting >100% in Q4 and Stock-Based Compensation (SBC) dropping to <3% of revenue, the "Operating Leverage" story is playing out.

The Forecast: We are looking at a defined path to $300M+ in Annual Net Income by 2029. The market is still pricing this as a risky lender, ignoring the cash-flow-positive infrastructure reality. This is a "Deep Value" disconnect relative to its long-term earnings potential.

Release: https://t.co/AU9G2CSpnA

#Pagaya #Fintech #Earnings #Infrastructure #DeepValue #Investing

[Talos @TalosTheGiant]

$AMD Update: Evolving from "Cheap Alternative" to "Indispensable Platform"

Post-transcript analysis & updated guidance have shifted 2031 fundamentals. No price speculation, just pure FUNDAMENTALS:

The Game Changer: Agentic AI & CPUsAI Agents demand not just GPUs, but massive CPU power for head nodes. Nvidia lacks an x86 CPU. Intel lacks a leading AI GPU. AMD is the only "Full Stack" (CPU + GPU) provider, securing its spot as the TCO Leader.

Hyper-Growth (>60% CAGR)Management confirmed Data Center growth will exceed 60% annually. The $1 Trillion TAM is real.

My 2031 Fundamental Model:

• Revenue: ~$128 Billion
• Net Earnings: ~$38 Billion
• Strategy: Not "Price Gouging," but "Volume Play." Sustainable ~30% Net Margins.

The math is on the table. Run your own numbers: Where does >60% CAGR take AMD in 5 years?

I’d love to see your models and targets in the comments. 👇

#AMD #AI #Investing #Stocks #Tech

[Talos @TalosTheGiant]

$AMD Moving beyond the "Cheap Nvidia" narrative to becoming the "Inference & TCO Leader."

Data Center: Hit a massive $21.6B annual run-rate.
Margins: 57%. Healthy & sustainable (Volume Play confirmed).
Moat: "Internal Silicon" risk remains contained (~25%).

The software barrier is broken. The real ramp starts in 2026 with HBM4 & MI455. Sticking to the plan.

#AMD #Investing #AI #Earnings

Q4 Results: https://t.co/cFXAS5RJT6

[Talos @TalosTheGiant]

$AMD Moving beyond the "Cheap Nvidia" narrative to becoming the "Inference & TCO Leader."

Data Center: Hit a massive $21.6B annual run-rate.
Margins: 57%. Healthy & sustainable (Volume Play confirmed).
Moat: "Internal Silicon" risk remains contained (~25%).

The software barrier is broken. The real ramp starts in 2026 with HBM4 & MI455. Sticking to the plan.

#AMD #Investing #AI #Earnings

Q4 Results: https://t.co/cFXAS5RJT6

[Mottbox @mottbox_]

$RKLB 🚀 📖
RKLB Wiki is an open source central repository for all things Rocket Lab - created by @SpaceGhost_42

RKLB Wiki: https://t.co/1jEn5MgHrY

This is a highly useful tool for conducting research on Rocket Lab.

[Talos @TalosTheGiant]

Institutional investors recently participated in a $150M raise for @POETtech at $7.25 per share. The stock currently trades significantly below this benchmark.

Why is "Smart Money" paying a premium?

$POET #Investing #StockMarket #Hardware #AI

[Talos @TalosTheGiant]

https://t.co/fpLjO4m2oF

[Talos @TalosTheGiant]

https://t.co/fpLjO4m2oF

[pat o. 🚀 @spacepat_o]

Rocket Lab's Neutron fairing "Hungry Hippo" has emerged from the RIJNVLIET.

@NASASpaceflight