littlelephant

[littlelephant @kylewongky]

GIRL????!!!!

[littlelephant @kylewongky]

@BlackPantherCap $GEV is all we need.

Gas turbines, transformers, electric grids, wind turbines and the under construction SMRs.

[littlelephant @kylewongky]

Asked grok: So the logic is:
GEV = turbine OEM (design + assembly + services)
SpaceX foundry = attempt to make the scarce airfoils, not a competing full-turbine factory
More qualified airfoils could let GEV ship more machines
That would mean more equipment sales now and more service revenue later on the installed base.

Probably sold his $253 and thus turned bearish on $GEV . but i am keeping my $247 a long long time for sure haha.

[littlelephant @kylewongky]

@Stockspy1 https://t.co/2Zjlxzol0n

another perspective bro

[Barchart @Barchart]

GE Vernova's 6-day losing streak has come to an end 📈 $GEV hasn't even come close to testing its 200-day moving average since April 2025 🤯 What a beast of a stock 🫡

[littlelephant @kylewongky]

It’s not $META issue if it’s too addictive. It’s the teens own problem if they cannot have proper self control.
People are just having bias towards Zucks.

Do you sue Coca Cola for being too addictive to drink? Or should go after sugar manufacturing companies? Lol world is funny nowadays.

[Molly O’Shea @MollySOShea]

BREAKING: Inside Rocket Lab ( $RKLB ) w/ Sir Peter Beck

FULL INTERVIEW (Part I)

We sat down with @Peter_J_Beck Founder & CEO of @RocketLab after another record quarter, $234M in revenue & $2.36B in backlog

"The lawyers hate me saying it, but global domination is definitely part of the plan."

"I didn't want to build a space company that just lives for the lifetime that I'm running it. It needed to be multi-generational."

We go deeper into Iridium, Neutron, the $397M Space Force contract to build + launch "Flatellites," & how 81% of revenue last quarter was outside of launch.

Covering:
› Why the fix for a 9-month lead time was buying the supplier
› The $8B Iridium acquisition & why he was surprised nobody saw it coming
› Why the Neutron question should be about the 10th rocket, not the 1st
› The 24-hour turnaround constraint that produced Hungry Hippo
› Flatellites, building satellites for volume rather than one at a time

Plus: building a launch industry in New Zealand from zero suppliers & no regulation, staying out of broadband to play in L-band, going public before SpaceX, GHOST & the launch site that ships in a container, & why the Archimedes engines are painted black.

𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒
(00:00) Sir Peter Beck, Founder & CEO at Rocket Lab
(00:59) Rocket Lab's biggest quarter
(02:53) The competitive edge in Space
(04:10) Rocket Lab's Acquisition Strategy
(05:04) Reason behind the Iridium Deal
(06:13) Competing with Blue Origin & SpaceX
(09:56) Rocket Lab's Global Domination
(11:19) Building a Launch Monopoly in New Zealand
(12:33) Is this why Peter got Knighted?
(16:42) Beating SpaceX to the Public Markets
(20:05) Why Neutron is still facing delays
(24:24) The reality of running a Rocket Company
(27:38) Rocket Lab's latest contract wins
(29:04) How defense became a prime mover for Rocket Lab
(30:39) Ghost: Rocket Lab's portable launch pad
(31:30) Has he seen Aliens?
(33:18) What's next for Rocket Lab?
(34:30) Where does Peter draw his inspiration?
(36:12) Why he's never read a Business book
(37:31) Why their Engine is painted black

[littlelephant @kylewongky]

@REALISTIK_YT One mode is classic movement and another game mode is for those who like to slide and jump?

I prefer this to play in normal mode lol good old MW2 days

[littlelephant @kylewongky]

@ApollosMission Especially everyone is sliding and jumping around corners and into rooms.

BF6 has much more realistic gunfights and interactions

Who in the F real life would slide and jump into enemies like this? Risking your own life?
@Activision @CallofDuty

[Wall St Engine @wallstengine]

Marvell $MRVL issued $GOOGL a warrant to buy up to 58.97M shares at $206.58, equal to ~6.7% of shares outstanding. Most of the warrant vests as Google generates custom-chip revenue for Marvell through FY2033, including AI accelerators, networking and memory products.

[littlelephant @kylewongky]

@semivision_tw Thr manhattan project: ai edition

[Will Marshall @Will4Planet]

Ask the Earth a question and get an answer. 🌎

That’s the vision behind @planet's new agentic AI app, which is now in open beta. It’s bringing us another step closer to Planetary Intelligence.

Earth observation data holds immense value, but navigating it traditionally required specialized GIS skills. We wanted to change that. By lowering the barrier to entry, this tool allows anyone to interact with satellite data, and turn it into value for your organization.

💬 Give it a try: https://t.co/2u1hNBftFQ

[Peter Beck @Peter_J_Beck]

New camera angle.

[littlelephant @kylewongky]

@TJ_Research https://t.co/oZ8r0uD9W8

@Barchart diamond too CONFIRMED 😂😂😂

[Barchart @Barchart]

JUST IN 🚨: Diamond Top (Bearish Reversal) CONFIRMED in the Nasdaq 100 $QQQ ✅ Hug your families tonight 🫂

[CK Capital @CKCapitalxx]

Worth remembering Jensen stood on stage at Computex and called $MRVL "the next trillion dollar company," unprompted.

Then look at what they're showing this week.

CXL near memory acceleration and Photonic Fabric, right as memory latency becomes the bottleneck and interconnect bandwidth becomes the next one.

They sit at the exact intersection of both.

[littlelephant @kylewongky]

@0xDamien now $MRVL is +7% pre market

[littlelephant @kylewongky]

@jimmyhuli 是覺得cooling/power infra這類不值嗎？

Pe, fwd pe, peg $VRT 都比 $TER 便宜

不過我兩個都有👍🤝

[Jensen Huang @JensenHuang]

Attackers have frontier AI. Defenders need a frontier AI ecosystem—the best open and closed models, force-multiplied by a global community.

During the Hugging Face incident, closed AI blocked essential forensics. An open-weight frontier model helped contain the intrusion.

That’s why we created the Open Secure AI Alliance.

[Rocket Lab @RocketLab]

Missile defense from wherever it's needed 🚀❄️

We're officially headed to Alaska to establish our fourth launch complex to support our largest launch contract yet: $266M for up to 18 suborbital launches for missile defense with the Space Force's @USSF_SSC

[Jensen Huang @JensenHuang]

For my first post, I’m sharing a letter @NVIDIA signed on why open models matter.

AI will transform every industry, power every company, and be built by every country.

Open models strengthen safety and cybersecurity, accelerate innovation and diffusion, and enable sovereignty.

The world needs both frontier closed models and frontier open models.

https://t.co/AUKzoQ5Ikb