Dlindz

aerospace professional

[Adam Schefter @AdamSchefter]

The new money on Patrick Mahomes’ deal is worth $239.05 million, with the total value now at $504.75 million from 2026-33, with the first four years being guaranteed at signing. All $504.75 million becomes guaranteed through contract mechanisms.

Mahomes can earn up to $522.25 through incentives and escalators. Beginning in 2027, when the new money begins, the deal averages $64M per year, setting a new NFL record for average annual value.

[Adam Schefter @AdamSchefter]

Record deal: The Chiefs are adding two years to Patrick Mahomes’ contract, tying him to Kansas City through the 2033 season at a value of $504.75 million, making it the first NFL deal valued at over a half-billion dollars, per @RapSheet and me.

Equity Sports CEO Chris Cabott, and Chiefs GM Brett Veach and his staff, put the finishing touches on the landmark agreement today.

[Shay Boloor @StockSavvyShay]

$GOOGL released DiffusionGemma which is an experimental 26B MoE model that uses text diffusion to generate text in blocks instead of one token at a time.

The model delivers up to 4x faster inference and is aimed at speed-critical local AI workflows.

[Polymarket @Polymarket]

JUST IN: Trump reveals the U.S. has secretly been taking out “millions of barrels” of oil from Iran every night.

[The Kobeissi Letter @KobeissiLetter]

What just happened?

At 9:45 AM ET, the S&P 500 was trading nearly +1.5% higher and tech stocks were sharply higher.

At 10:40 AM ET, selling pressure began to intensify without any major headlines in one of the biggest reversals of the year.

Just 2 hours later, President Trump said Iran shot down a US helicopter "last night" and that the US must "respond to this attack."

This sent the S&P 500 to a new low of the day, down 240 points since 9:45 AM ET.

In just 3 hours, the S&P 500 has erased -$2.1 trillion in market cap.

Volatility is back.

[femiiiiii. @femiiiszn]

take it personal. at this age, people are 100% aware.

[Dlindz @mridt_]

@Remzztrades Looking forward to it!

[KawzInvests @KawzInvests]

Expect some short term selling in photonics names on the CPO/800V delay headline. The market will paint the whole sector with one brush.

Photonics is not just CPO. CPO is one slice of a much larger stack.

Pluggable transceivers are a $26B market in 2026 growing to $45B by 2030. CPO was modeled at $0.1B this year. The delay barely touches the revenue that actually exists today.

LPO/LRO scales from $1.2B in 2026 to $5B by 2030 and just became more important.

> NPO is the one SemiAnalysis says could accelerate.
>OCS grows from $1B to over $4B and saves power regardless of what happens with CPO.

Sell the headline if you want. But the TAM didn't move.
$AAOI $CRDO $SMTC $MTSI $COHR

[Michael Sikand 🦑 @michaelsikand]

Any photonics business you own is generating $0 from CPO today.

The breakneck growth we're buying into comes from the monstrous, unmet NPO opportunity.

The timeline could have slipped. The TAM doesn't.

Photonics is next.

[Shay Boloor @StockSavvyShay]

$SPCX IPO helped re-rate the space trade this year and Anduril going public in 2027 could do the same for drones.

$MRCY is my picks-and-shovels play on this thematic since they supply the AI “brains” inside modern drones and defense platforms while backed by record orders of $348M (+74% YoY) & ~$1.6B backlog.

[Polymarket @Polymarket]

NEW: War Secretary Hegseth will reportedly travel to Guantanamo Bay on Wednesday to “engage with troops” as tensions with Cuba rise.

[The Hormuz Letter @HormuzLetter]

BREAKING: US strikes have now hit two drinking water tanks in Sirik, southern Iran, cutting off all drinking water in the district, per IRIB.

Iran has warned 2 hours ago it will immediately place all regional Gulf energy infrastructure under continuous missile fire, and with this US attack, water desalination infrastructure which the Gulf depends on for over 90%, would specifically become major targets.

[DYOptions @data168]

Iran war is back in a self defensive way

[The Hormuz Letter @HormuzLetter]

BREAKING: At least 7 US strikes have now hit Bandar Abbas, Minab, Qeshm, and Sirik in southern Iran, with Trump saying the response "should be very strong, very powerful, and that's what this one is," per ABC.

[Dallas Texas TV @DallasTexasTV]

Plano just gave the green light for the Dallas Stars to build new arena and entertainment district

[Shay Boloor @StockSavvyShay]

$GOOGL is reportedly guaranteeing lease payments for Anthropic’s AI chip capacity across five U.S. data centers helping unlock about $35B of financing.

$AVGO will design the chips, Google will supply the TPUs and $APO and $BX are financing the deal.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: President Trump says Iran shot down an American Apache Helicopter in the Strait of Hormuz and that the US must now "respond to this attack."

[Polymarket @Polymarket]

NEW: Roblox shares jump on reports that Russia is considering unblocking the platform.

[Fliff @fliff]

Dylan Harper needs to be in the starting lineup

I’ve seen enough.

[Shay Boloor @StockSavvyShay]

$CRM is acquiring M3ter to bring usage-based billing directly into Agentforce Revenue Management.

The deal gives Salesforce more tooling for AI-era pricing models as software shifts toward usage, outcome and consumption-based billing.