🚨 BREAKING: Google Gemini can now analyze any stock like a Wall Street analyst (for free).
Here are 09 insane Gemini prompts that replace $4,000/month Bloomberg terminals:
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ROBOTICS IS ABOUT TO CHANGE EVERYTHING ‼️
Jensen Huang says physical AI could be the first $50 trillion industry…
Here are 8 robotics stocks worth looking into 👇🏻
1/8 Intuitive Surgical $ISRG
Robotic surgery with brutal switching costs.
Robotics Is About to Change Everything 🤖
Here is the Complete Robotics Stack to find the next 10X Investment 👇
Medical Robotics:
• Surgical & Clinical Robotic Systems:
$ISRG $SYK $MDT $GMED
Drone & Unmanned Systems:
• Autonomous Aerial Systems
$AVAV $KTOS $RCAT $ONDS
Autonomous Vehicles:
• Self Driving Cars, Trucks, and Robotaxis
$TSLA $GOOG $UBER $MBLY
Humanoid Robotics:
• General Purpose Robots at Service
$TSLA $XPEV $AGLT
Warehouse & Logistics Automation:
• AI Driven Fulfillment and Distribution
$SYM $ZBRA $TER $AMZN
Industrial Automation:
• Factory Robots and Automated Systems
$TER $ROK $ABB $HON
AI Robotics Compute & Software:
• The Brain Powering the Robots
$NVDA $AMD $PLTR $PATH
Sensors & Motion Components:
• Vision, LiDAR, Motors and Actuators
$CGNX $OUST $NOVT $AMBA
Power & Critical Minerals:
• Batteries, Rare Earth, and Materials
$ALB $MP $USAR $ENS
Physical AI is the next major evolution of artificial intelligence. I’d start paying attention now, before the market fully takes shape.
How are you positioned? 👀
$MRLN
CALL ME CRAZY, BUT IS THIS THE NEXT $RKLB?
I haven’t done one of these DONT MISS in a while, but $MRLN is back on my radar after this earnings reaction.
SO DONT MISS.
And I know the comparison sounds crazy. But these are types of stocks I’ll dig into in Subs along with dip opportunities. Sub guys I promise you it’s worth it.
$SHMD $ADEA $ASYS $AIP $NSYS
$RKLB was once viewed as a tiny, speculative launch company. The market eventually realized Rocket Lab wasn’t just Electron.
I see a potentially similar core technology → beachhead → platform expansion → recurring revenue setup developing inside Merlin.
But first, let’s talk about what went wrong.
$MRLN Q2 revenue came in at $2.2M, more than doubling sequentially from approximately $1.0M in Q1, but well below the roughly $3.8M consensus. Adjusted EBITDA loss widened to $27.8M from $23.3M, so this is absolutely NOT a company that has proven commercial scale yet.
Management expects only $4–6M of H2 2026 revenue, meaning the old ~$32M 2026 framework is no longer the operative reality.
But now look underneath the headline.
Merlin finished Q2 with $183.9M in cash and short-term investments and NO DEBT.
C-130J Critical Design Review is complete.
That means the program is moving beyond design toward aircraft integration and ground testing, with Merlin pointing toward meaningful integration revenue in 2027.
Merlin is the prime contractor on the USSOCOM C-130J program under a $105M IDIQ ceiling, although investors need to understand that $105M is NOT $105M of guaranteed backlog.
And this is where the $RKLB comparison gets interesting.
Rocket Lab’s value didn’t explode simply because Electron launched rockets.
C-130J → KC-135 → additional defense platforms → civil cargo → recurring autonomy licensing.
Merlin and $GE have an agreement around the KC-135 Center Console Refresh and future programs.
GE’s Flight Management System footprint spans more than 14,000 aircraft globally, giving Merlin a potential distribution and integration pathway that would be extremely difficult for a standalone startup to replicate.
Merlin is working with $NOC Northrop on its Beacon autonomous testbed ecosystem, integrating Merlin Pilot into an environment designed to accelerate autonomous mission capabilities for military aircraft.
And then you have $HON Honeywell, another important piece of the broader military retrofit and integration ecosystem.
Anduril has become one of the biggest names in defense autonomy, particularly after being selected alongside General Atomics for the Air Force’s first Collaborative Combat Aircraft production effort.
So I’m NOT saying Merlin is going to replace Anduril.
Merlin already has its World Star Aviation relationship and has now added a non-binding MOU with Israel Aerospace Industries, expanding the ecosystem around commercial cargo autonomy.
The opportunity being discussed is roughly 2,400 civil cargo aircraft outside China and Russia.
And that’s why I keep coming back to $RKLB.
Early $RKLB investors weren’t simply buying the revenue the company had at that moment.
The difference is that Merlin’s potential moat is autonomy + certification + aircraft integration, while Rocket Lab’s moat was launch reliability, infrastructure and vertical integration.
The September lock-up could create additional supply pressure. The preferred conversion/reset mechanics create dilution risk. Revenue remains milestone-driven.
$MRLN is absolutely not proven. The fear is in the eyes of all investors, but the fear?
But after this earnings selloff, I think the market is giving investors an opportunity to ask a much more interesting question:
What if it’s building the autonomy operating system across an entire generation of aircraft?
That’s the $RKLB-style optionality I’m watching.
I think $MRLN deserves to be back on the radar.
DO YOUR OWN RESEARCH.
DON’T MISS X FAM.
BREAKING: Chinese robot maker Unitree was 8,000x oversubscribed by retail investors at its $900 million IPO.
The IPO values Unitree at 219 times 2025 earnings and 36 times sales.
11 free GitHub repos for Polymarket trading…
Here is everything you need to automate and make your trading much easier:
1. The largest Polymarket dataset with over 36GB of real trading data from more than 72 million trades.
It was created and analyzed by a Coinbase developer.
GitHub: https://t.co/qkoF6TyjJQ
2. A backtesting simulator that lets you test your own ideas and strategies on real historical markets to see your potential pnl, win rate and all possible risks.
GitHub: https://t.co/fmzzTgXAUl
3. This bot automatically manages all your limit orders on Polymarket to maximize liquidity rewards.
GitHub: https://t.co/nvb96dTIwx
4. This tool analyzes the real trading behavior of any Polymarket trader.
It identifies repeated patterns, shows which strategies he uses and helps you understand how to adapt them to your own trading.
GitHub: https://t.co/SzdjHtASLt
5. A trading bot-toolkit that includes copy trading, arbitrage, market making, whale tracking, spread farming and more.
GitHub: https://t.co/p3obYeQTzO
6. This is a trading bot with a Smart Money strategy - it finds top traders in selected markets, filters them by pnl, win rate, consistency and then creates a list for automated copy trading.
GitHub: https://t.co/qbk9l2uxLd
7. An AI powered trading terminal that connects Claude to Polymarket. It can analyze markets in real time, track prices, suggest possible trades and even trade for you.
GitHub: https://t.co/5kFPrvOY3E
8. A weather bot that can analyze multiple sources, like forecasts, airport data and aviation observations (METAR and SPECI) to generate the accurate weather report for a specific city and day.
GitHub: https://t.co/No3sBcqMg1
9. A tool for building your own AI agents and assigning them any tasks (with a step by step usage guide).
GitHub: https://t.co/eItPbDlVhs
10. This tool analyzes what happened over the last 30 days, finds useful connections, patterns and recent context around the provided topic.
Very useful before trading.
GitHub: https://t.co/yETdyU8jT7
11. A huge public collection of 100+ free useful tools and services for trading on prediction markets (from trading bots and analytics dashboards to AI agents and educational resources).
GitHub: https://t.co/jqvVR9106v
All of these repos come with detailed step by step setup guides in English.