Are you ready to have your mind blown?
Since 1989, money invested when the market is at all-time highs has actually outperformed money invested on any given day. 🤯🤯🤯
Airspace security is critical for society and to support the scaling of the Drone Economy.
Thrilled to work with the @Jaguars to help ensure the safety of their fans.
Counter drone infrastructure is undergoing a major investment cycle and Ondas is providing the layered platforms and services the market needs.
Elon plans to scale AI compute from 2 GW to nearly 10 GW by the end of 2027, using only Nvidia GPUs.
Every gigawatt of data center is about $50B in revenue for Nvidia according to Jensen. So, SpaceX alone could represent up to $400B in revenue for Nvidia next year.
For context, it's expecting around $400B in revenues for all of this year.
$NVDA and its ecosystem are still miles ahead of everyone else...
IP: $ARM
Fab: $TSM $INTC
Memory: $MU $SNDK $WDC
Packaging: $ASX $AMKR $CAMT
Equipment: $KLAC $LRCX $ASML $KEYS
Networking: $COHR $GLW $FN $LITE $APH
Servers OEMs: $DELL $SMCI $JBL
Power Systems: $FLEX $ETN $VRT
Power Electronics: $STM $ADI $MPWR $NVTS $ON
$ONDS subsidiary Mistral wins another $50M U.S. Army order under its $982M LUS contract lifting total awards above $240M.
CEO Eric Brock says order moves Ondas “deeper into the precision-strike market” as demand for autonomous loitering munitions accelerates.
Fall in love with your life.
Wake up early.
Stretch.
Get outside.
Wear something that makes you feel good.
Get the coffee.
Go for the walk.
Work on what matters to you.
Move your body.
Eat something you enjoy.
Read in the sun.
Tell someone you love them.
And stop feeding your mind garbage all day.
Less mindless scrolling. Less internet rage. Less letting strangers ruin your mood.
A good life is usually built that simply.
Elon Musk says the “limiting factor currently is memory” with supply growing around 20% annually against demand of 200% or more.
That warning comes from $SPCX (one of world’s largest incremental buyers of compute) strengthening HBM & DRAM pricing power for $MU, $SKHY & Samsung.
The market is getting excited. Major Humanoid IPO in 7 days.
Let's look at my top 15 Robinhood listed stocks to watch
$OUST $INDI $AMBA $VPG $ON $SYNA etc. https://t.co/lr8IiStPeP
$PLTR Palantir's Rule of 40 score: 155%.
Two years ago, Alex Karp said the value is going to be in chips and ontology.
Nemory names, $NVDA, and $PLTR are in a league of their own.
BREAKING: Emirates is reportedly removing Viasat equipment from its new Airbus A350s as it moves to standardize its fleet on Starlink.
• Incoming A350s are expected to transition from Viasat GX Aviation to Starlink
• Starlink is already active on dozens of Emirates Boeing 777s and a growing number of A380s
• Emirates plans to equip approximately 232 aircraft by mid-2027
• Passengers have already made more than 1 million Starlink connections
• More than 1 petabyte of data has been used since the rollout began.
Haluk Levent'in iş insanı Hüseyin Başaran'a verdiği 'mini konser'in görüntüleri ortaya çıktı.
Levent'in Başaran'ı 60 milyon dolar dolandırdığı iddia edilmişti.
Breaking: China just banned exports to America's top rare earth miners
3 stocks worth watching:
$MP: MP Materials
*Operates the only major rare earth mine in the United States. The DoD owns a $400M equity stake
$USAR: USA Rare Earth
*Just opened its first rare earth processing facility in Colorado with $1.6B in government backing
$UUUU: Energy Fuels
*Received a $725M Pentagon loan last week to expand domestic rare earth processing
Currently, China controls 85% of the world's rare earth processing