TechHighLites

Highlighting the impact of TECH and AI on each theme of the stock market. Not financial or investing advice.

[TechHighLites @TechHighLites]

@FinancePotentia Retail betters might have to give Burry some resistance $MU

[TechHighLites @TechHighLites]

The Backstory of EchoStars $ECHO Bankruptcy as it Relates to SpaceX $SPCX and Starlink

EchoStar (parent of DISH Network, Sling TV, HughesNet, and Boost Mobile) faced severe financial distress in 2024–2025 but largely averted a full company bankruptcy through major spectrum sales, including a pivotal $17 billion+ deal with SpaceX.
A key subsidiary later filed for Chapter 11 in 2026 as part of restructuring. The SpaceX transaction directly supported Starlink’s Direct-to-Cell (DTC) satellite-to-phone ambitions.
https://t.co/peYanMg5sg

Key commercial tie-in: EchoStar’s Boost Mobile became a long-term partner with SpaceX. Boost subscribers (via EchoStar’s cloud-native 5G core)gained access to Starlink’s next-generation Direct-to-Cell service.
SpaceX planned to use the acquired spectrum to deploy an enhanced Starlink DTC constellation, significantly boosting capacity (reports cited potential 20x throughput gains in relevant bands) and enabling better satellite-based mobile connectivity.
https://t.co/CZZZczn3Kr

In short, EchoStar’s “bankruptcy story” is one of near-collapse due to debt, subscriber losses, and regulatory pressure over unused spectrum, resolved (for the parent) through high-value spectrum monetization to AT&T and especially SpaceX, followed by a targeted, prepackaged restructuring of legacy subsidiaries to exit the failed terrestrial wireless business cleanly.
The SpaceX transaction stands out as the transformative element tying directly into Starlink’s growth.

[TechHighLites @TechHighLites]

SP500 | SPY | DRONE TECHNOLOGY RAPIDLY BECOMING THE HOTTEST SECTOR OF 2026

Draganfly Inc $DPRO
Rocket Lab Corp $RKLB
Red Cat Holdings $RCAT
Ondas Holdings Inc $ONDS
Northrop Grumman Corp $NOC
Kratos Defense & Security $KTOS
L3Harris Technologies Inc $LHX
AIRO Group Holdings $AIRO
AeroVironment Inc $AVAV
Joby Aviation Inc $JOBY
Lockheed Martin $LMT

[TechHighLites @TechHighLites]

@cbrennansports With all that’s been written, analyzed, judged and portrayed about this young athlete who has had to perform in this hostile environment…

It’s simple, the naked truth is she is better in every way possible and it’s makes them uncomfortable, in every way possible!

[TechHighLites @TechHighLites]

@unusual_whales Any mention about huge corporations snapping up old and new single family home communities and the like to control pricing?

[TechHighLites @TechHighLites]

AI | SEMIS | TUMBLE TO START 1st DAY OF THE QUARTER

$CRWV 13.92%
$NBIS 17.01%
$KLAC 11.77%
$MU 10.57%
$MRVL 8.67%
$ASML 7.36%
$INTC 9.03%
$AMD 6.09%
$TSM 6.97%

[TechHighLites @TechHighLites]

@7why__ydm To that end; A more likely scenario, that 90 year old has $100,000, borrows against it and dies. Heirs inherit the entire $100,000 at 0 tax

[TechHighLites @TechHighLites]

@hurusDih Discipline got him there, $3.8m per yr .. Enjoyment takes over, RollsRoyce

[TechHighLites @TechHighLites]

Super Micro Computer $SMCI facing challenges from legal scrutiny that led to a 9% drop, but is also expanding its AI infrastructure partnerships, highlighting resilience amidst volatility
QQQ

[TechHighLites @TechHighLites]

QQQ | Super Micro $SMCI Risks, Rewards And Turnarounds

Will $39 billion in orders convert into profitable revenue without debt and dilution expanding

The real test will land when Super Micro reports its fiscal fourth quarter, likely in August

Gross margin have recovered 9.9%, still thin, but a real bounce off the bottom

That 9.9% gross margin must hold and build rather than slip back toward the single-digit lows of recent quarters

[TechHighLites @TechHighLites]

NN, Inc $NNBR shares surged 68% on Monday after the precision engineering company announced a series of new multi-year contract awards to supply liquid cooling components for NVIDIA $NVDA powered AI data centre racks.

[TechHighLites @TechHighLites]

𝗖𝗨𝗥𝗥𝗘𝗡𝗧 𝗨𝗦 𝗗𝗔𝗧𝗔 𝗖𝗘𝗡𝗧𝗘𝗥𝗦 𝗕𝗬 𝗦𝗧𝗔𝗧𝗘

$EQIX $DLR $CRWV $VRT $NVDA $VNET $AMZ $MSFT $ORCL $AVGO $AMZN $MRVL $META $AMD $SMCI $APLD $CSCO $DELL $ETN $CEG $AMT

[TechHighLites @TechHighLites]

@JoshTradeOption Waiting to see what the over all 6 month rebalancing looks like on several stocks I’m watching .. $RKLB is one of them

[TechHighLites @TechHighLites]

SP500 | SPY | DRONE TECHNOLOGY RAPIDLY BECOMING THE HOTTEST SECTOR OF 2026

Draganfly Inc $DPRO
Rocket Lab Corp $RKLB
Red Cat Holdings $RCAT
Ondas Holdings Inc $ONDS
Northrop Grumman Corp $NOC
Kratos Defense & Security $KTOS
L3Harris Technologies Inc $LHX
AIRO Group Holdings $AIRO
AeroVironment Inc $AVAV
Joby Aviation Inc $JOBY
Lockheed Martin $LMT

[TechHighLites @TechHighLites]

@MoInvestingHQ $GOOGL

[TechHighLites @TechHighLites]

@susi815 No I don’t think so, it’s because she is an elite player and they are not

[TechHighLites @TechHighLites]

QQQ | Super Micro $SMCI Risks, Rewards And Turnarounds

Will $39 billion in orders convert into profitable revenue without debt and dilution expanding

The real test will land when Super Micro reports its fiscal fourth quarter, likely in August

Gross margin have recovered 9.9%, still thin, but a real bounce off the bottom

That 9.9% gross margin must hold and build rather than slip back toward the single-digit lows of recent quarters

[TechHighLites @TechHighLites]

@DividendMil It’s also nice to buy it on the x div date at that discount

[TechHighLites @TechHighLites]

@ralliesai Is retail really gonna let $MU fall after reporting stellar earnings !?!

[TechHighLites @TechHighLites]

SP500 | GETTING UP TO THE SPEED OF LIGHT WITH MARVELL $MRVL

Marvell unveiled the industry's first-ever switch capable of processing 102.4 terabits of digital data every second, allowing AI data centers to achieve the next level of computing performance

LETS BACK IT UP FOR A SEC:
AI data centers are analyzing as well as producing massive amounts of digital data, routers, switches, and other networking solutions of yesteryear just aren't up to the modern-day task any longer

NOW GOING FORWARD:
Industry needs to move information at the speed of light, literally using equipment that sends and receives data using fiber-optic connections

Goldman Sachs $GS believes the optical networking market will eventually grow ninefold to a $150 billion-plus business