TechExpot

Chief campaigner @techexpot on IG

[SpaceX @SpaceX]

Watch Falcon 9 launch the @AST_SpaceMobile BlueBird 11-13 mission to orbit https://t.co/ZcU4VL5o5l

[Wall St Engine @wallstengine]

PALANTIR $PLTR Q2'26 EARNINGS HIGHLIGHTS

🔹 Revenue: $1.94B (Est. $1.8B) 🟢; +93% YoY
🔹 Adj. EPS: $0.41 (Est. $0.35) 🟢
🔹 US Commercial Revenue: $764M; +149% YoY
🔹 Adj. Op Inc: $1.19B (Est. $1.06B) 🟢

Q3 2026 Guide:
🔹 Revenue: $2.160B-$2.164B (Est. $2B) 🟢
🔹 Adj. Op Inc: $1.29B-$1.30B (Est. $1.14B) 🟢

Raises FY26 Guide:
🔹 Revenue: $8.15B-$8.16B (Est. $7.69B) 🟢
🔹 US Comm Revenue: >$3.4B; 134%+ YoY
🔹 Adj. Op Inc: $4.89B-$4.90B (Est. $4.46B) 🟢
🔹 Adj. FCF: $4.5B-$4.7B (Est. $4.27B) 🟢

Revenue Breakdown:
🔹 US Revenue: $1.6B; +115% YoY
🔹 US Commercial: $764M; +149% YoY
🔹 US Government: $809M; +90% YoY

Other Q2 Metrics:
🔹 Rule of 40: 155%
🔹 TCV: $3.4B; +49% YoY
🔹 US Commercial TCV: $2.1B; +153% YoY
🔹 US Commercial RDV: $6.2B; +124% YoY

Comments:
🔸 "This quarter was otherworldly: our U.S. commercial revenue grew 149% year-over-year, our overall revenue grew 93% year-over-year, and our Rule of 40 score climbed to 155%. The sovereign AI revolution makes us very optimistic about the future."

[AST SpaceMobile @AST_SpaceMobile]

BlueBird 11 arrives at Cape Canaveral.

BlueBirds 12 and 13 will be following shortly. Next stop, orbital launch in the first half of August.🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀
Execution in motion. Manufacturing at scale.
Built in Texas. Broadband from space. A market we invented.  🌎📶📱🇺🇸

#ASTSpaceMobile #Broadband #ConnectingTheUnconnected #BlueBirds

[Rocket Lab @RocketLab]

Rocket Lab is acquiring Iridium Communications Inc – one of the most transformative deals in the space industry.

By combining our launch capability and satellite manufacturing with @IridiumComm’s global satellite communications network and rare spectrum, Rocket Lab becomes a fully integrated, self-launching, tier-1 space power, delivering critical communications capability to millions of users worldwide.

Full details and important information: https://t.co/hj5aWrDPjz

[Evan @StockMKTNewz]

Rocket Lab $RKLB just announced that it has agreed to acquire Iridium $IRDM in a roughly $8 Billion cash-and-stock deal

[AST SpaceMobile @AST_SpaceMobile]

Execution in motion.

Another delivery to Midland. In the world's largest cargo aircraft, for the world's largest satellites in low Earth orbit.

BlueBirds 8, 9, and 10 are in orbit and operational; 11, 12, and 13 are next. Satellites in production through BlueBird 37.

Nearly 60 mobile network operators. Over 3 billion subscribers. World's first space-based cellular broadband network. Designed to connect directly to everyday smartphones.🌎📶📱🇺🇸

Built in Texas. Broadband from space. A market we invented.

#ASTSpaceMobile #Broadband #ConnectingtheUnconnected #BlueBirds

[AST SpaceMobile @AST_SpaceMobile]

A milestone worth lighting up New York City.🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀

BlueBirds 8, 9, and 10, the largest commercial communications arrays ever in LEO, are now successfully orbiting Earth.

#ASTSpaceMobile #ConnectingTheUnconnected #Nasdaq

[Leo Edge @LeoCapital_01]

🚨🚨🚨@SpaceX just got blocked from the world's largest untapped telecom market days before their IPO. Let that sink in. This is just the beginning. India won't be the last country to push back. Europe already reserved 2/3 of D2D spectrum for European operators. Now India is freezing @Starlink over national security. The rest of the world will follow the same pattern.

For D2D - direct access to every phone in the country - no sovereign nation will hand those keys to a foreign corporation they can't control, audit, or shut down.
$ASTS is primed to win the D2D race because the architecture was built for exactly this. Carrier-partnered. Locally operated. Government-trusted. Sovereign by design. The spectrum moat and business model were made for a world that's moving in this direction.

$ASTS $SPCX🛰️

[Wall St Engine @wallstengine]

$HPE Q2’26 EARNINGS HIGHLIGHTS

🔹 Revenue: $10.68B (Est. $9.76B) 🟢; +40% YoY
🔹 Adj. EPS: $0.79 (Est. $0.53) 🟢

FY Guide:
🔹 Adj. EPS: $3.35-$3.45 (Est. $2.42) 🟢, up from $2.30-$2.50
🔹 Revenue Growth: +29% to +33%
🔹 Networking Revenue Growth: +72% to +75%
🔹 Non-GAAP Operating Profit Growth: +80% to +85%
🔹 FCF: At least $3.5B

Q3 Guide:
🔹 Revenue: $11.5B-$12.1B (Est. $10.9B) 🟢
🔹 Adj. EPS: $0.88-$0.93 (Est. $0.58) 🟢

FY27 Framework:
🔹 Revenue Growth: +8% to +12%
🔹 Adj. EPS Growth: +12% to +16%
🔹 Non-GAAP Operating Margin: 12% to 16%
🔹 FCF: At least $4.5B

Segment Performance:
🔹 Networking Revenue: $2.7B; +148.2% YoY
🔹 Campus & Branch Revenue: $1.3B; +50.2% YoY
🔹 Data Center Networking Revenue: $320M; +233.3% YoY
🔹 Security Revenue: $273M; +155.1% YoY
🔹 Routing Revenue: $775M
🔹 Cloud & AI Revenue: $7.7B; +22.9% YoY
🔹 Server Revenue: $5.5B; +32.7% YoY
🔹 Storage Revenue: $1.2B; +2.4% YoY
🔹 Financial Services Revenue: $0.9B; +5.6% YoY

Other Metrics:
🔹 H3C Sale: Completed May 28
🔹 H3C Cash Proceeds: ~$1.357B
🔹 H3C Total Pretax Consideration: ~$3.5B
🔹 Board Appointment: Elliott Investment partner Chris Hsu

Financials:
🔹 Net Income: $624M
🔹 Operating Cash Flow: $1.4B
🔹 FCF: $0.9B
🔹 Non-GAAP Gross Margin: 36.9%; +750 bps YoY
🔹 Non-GAAP Operating Income: $1.423B
🔹 Non-GAAP Operating Margin: 13.3%
🔹 Cash & Cash Equivalents: $5.292B

Capital Return:
🔹 Shareholder Returns: $343M through dividends and share repurchases
🔹 Dividend: $0.1425/share payable around July 15, 2026

Commentary:
🔸 “HPE delivered an exceptional quarter with record-breaking revenue, higher-than-anticipated profitability, and increased free cash flow, reflecting strong execution and healthy demand across the business.”

🔸 “Customers continue to invest in modernizing their infrastructure and scaling AI, and our performance shows the strength of our combined networking portfolio and the value we are delivering to our shareholders.”

🔸 “Based on our performance, we are raising our fiscal 2026 guidance and introducing a fiscal 2027 financial growth framework.”

🔸 “The updated FY26 outlook ranges for non-GAAP diluted net EPS and free cash flow are higher than what HPE projected the company would achieve by FY28.”

[AST SpaceMobile @AST_SpaceMobile]

Convoy complete.

BlueBird 9 has officially arrived at Cape Canaveral,  ahead of the next Falcon 9 launch campaign.  🚀🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀

Built in Texas. Broadband from space. Designed to connect directly to everyday smartphones. 🌎📶📱

#ASTSpaceMobile #Broadband #ConnectingtheUnconnected

[Sleuth �� @YoYInvestor]

🚨 ATTENTION $ONDS SHAREHOLDERS 🚨

The 2026 Annual Meeting on May 28 is rapidly approaching, and your vote is needed.

$ONDS requires a majority of shares to be present or represented by proxy to reach quorum and conduct business.

With a large retail shareholder base, reaching that threshold is not automatic.

Here is what you are voting on, and the Board recommends FOR on all five:

1. Elect four directors (Eric Brock, Richard Cohen, Randall Seidl, and Jaspreet Sood).

2. Ratify BDO USA as independent auditor for 2026.

3. Approve executive compensation, including Eric Brock's RSU structure that ties his personal financial outcome directly to long-term shareholder value creation.

4. Increase authorized shares from 800 million to 1.2 billion, directly enabling the accretive M&A strategy.

5. Add 20 million shares to the stock incentive plan. Attracting and retaining world-class talent to build a global autonomous defense platform requires competitive equity compensation.

Voting FOR all five sends a clear signal that you trust the leadership team, you support the M&A strategy, and you want the company to have the tools it needs to execute.

I have voted FOR all 5 as @CeoOndas and the management team continue to prove they are worthy of my trust and support as they execute their strategy and subsequently create enormous shareholder value.

If you hold shares as of April 9, 2026 and have not voted, I encourage you to vote today.

Only takes about two minutes.

Contact 1-866-206-7416 or [email protected] for assistance.

Read the full proxy filed April 20, 2026 before voting.

Not financial advice.

[AST SpaceMobile @AST_SpaceMobile]

BlueBirds 8 and 10 have officially arrived at Cape Canaveral.

Next stop: the launch pad. 🚀🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀

Built in Texas. Broadband from space. Designed to connect directly to everyday smartphones. 🌎📶📱

#ASTSpaceMobile #Broadband #ConnectingtheUnconnected #BlueBirds

[Ondas Inc. @OndasHoldings]

A new phase in ground operations.

Introducing "Iron-Wave" — a modular robotic unit built around a centralized control hub, integrating multiple unmanned platforms into a single operational system.

Designed to extend operational reach, reduce risk, and enable coordinated control across complex mission environments with fewer operators.

Within the Ondas ecosystem, advanced sensing, ISR, and counter-UAS capabilities can also be integrated, expanding the system’s operational flexibility across defense and security missions. $ONDS

Deploy & Dominate.

[amit @amitisinvesting]

A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.

Here's a full recap:

1. $NVDA Nvidia CEO Jensen Huang joined President Trump’s China trip after receiving a last-minute invitation, increasing attention on the stalled H200 chip sales to China. Reuters reported that Trump called Huang after seeing reports that he had not been invited, and Huang later boarded Air Force One in Alaska. Nvidia hit an all time high today.

2. $NBIS Nebius reported Q1 revenue of $399M, ahead of the $388.6M estimate and up 684% year-over-year. Adjusted EBITDA came in at $129.5M, beating expectations of $90.5M, while ARR reached $1.92B, up 674% year-over-year and 54% quarter-over-quarter. For 2026, the company reaffirmed its target for year-end ARR of roughly $7B-$9B and raised its contracted power capacity outlook from more than 3GW to more than 4GW.

3. April PPI came in much hotter than expected, with headline producer prices rising 6% versus estimates of 4.9%. Core PPI also beat expectations, increasing 5.2% compared to the 4.3% forecast. This marks the highest producer inflation reading since March 2022.

4. Consumer credit stress is rising across major debt categories. In the U.S., 13.1% of credit card balances are now 90+ days delinquent, the highest level since 2011. Student loan delinquencies have climbed to 10.3%, the highest since 2020, while auto loan delinquencies reached 5.6%, the highest level on record.

5. Kevin Warsh has been confirmed as the 17th Chair of the Federal Reserve, taking over at a time when inflation is rising again, Americans remain frustrated with the economy, and the Fed’s independence is facing intense political pressure. The Senate confirmed Warsh to a four-year term on Wednesday in a 54-45 vote, with unanimous Republican support and only one Democratic vote in favor, from Pennsylvania Senator John Fetterman.

6. Bank of America raised its AI data center systems forecast to $1.7T by 2030, up from its prior estimate of $1.4T, implying a 45% compound annual growth rate. The firm now expects AI accelerators to represent roughly $1.2T of that market, with AI networking reaching $316B as custom chips like Google’s TPUs and Amazon’s Trainium continue to scale.

7. $F Ford shares moved higher after Morgan Stanley said the company may announce energy storage supply agreements with large commercial customers, potentially including hyperscalers, within the next few months. Morgan Stanley estimates Ford Energy could be worth around $10B.

8. $HOOD Robinhood released its April 2026 monthly metrics, showing continued growth across the platform. Funded customers rose to 27.6M, up 1.65M year-over-year, total platform assets increased 49% to $345B, and April net deposits reached $6.0B, implying a 29% annual growth rate. Trading activity also remained strong, with equity trading volume up 57% year-over-year to $249B, while the margin book more than doubled from $8.4B a year ago to $18.0B, showing customers are borrowing more to invest. Crypto was the weaker area, with volumes down 33% from March and Bitstamp volumes falling 46% month-over-month.

9. U.S. data center construction spending rose 34% year-over-year in March to a record annualized pace of $50B. Spending has now increased 437% since the start of 2021, when the annualized run rate was about $9B, and 688% since 2018, when it was roughly $6B. At the same time, office construction continues to weaken, falling 9% year-over-year to $46B, its lowest level since 2015.

10. $CSCO Cisco reported Q3 revenue of $15.8B, above estimates of $15.54B and up 12% year-over-year. Adjusted EPS came in at $1.06 versus estimates of $1.04, up 10% year-over-year. Product orders rose 35%, networking product orders were up more than 50%, data center switching orders increased more than 40%, and campus networking orders rose more than 25%. Cisco also raised its FY26 AI infrastructure order outlook to $9B from $5B and lifted expected AI infrastructure revenue to $4B from $3B.

11. U.S. leveraged ETF assets have climbed to a record $177B, up $45B since the March market bottom. Tech remains the dominant category, representing about 69% of total leveraged ETF AUM. Within that, technology-focused funds hold $65B, semiconductor funds hold $32B, and Magnificent 7 funds hold $25B, while S&P 500-linked leveraged ETFs account for another $24B.

12. Anduril raised $5B at a $60B valuation in the private markets. Anthropic raised $30B at a $900B valuation. The street now awaits Cerebras going public tomorrow, with estimates assuming a $40-$50B valuation and SpaceX this summer at $2T.

WALL STREET IS THE GREATEST SHOW ON EARTH.

[Ondas Inc. @OndasHoldings]

Today, @WorldViewSpace CEO Ryan Hartman highlights, SkyWeaver, our mission autonomy platform jointly developed with @Palantir. SkyWeaver leverages adaptive Agentic AI to enable Mission Autonomy, the next defining layer of Defense ISR.
https://t.co/FdsBVpHMio

[Shay Boloor @StockSavvyShay]

Air Force One has officially landed in China with President Trump, $TSLA CEO Elon Musk and $NVDA CEO Jensen Huang onboard.

Other CEOs reportedly joining the trip:
• $AAPL CEO Tim Cook
• $MU CEO Sanjay Mehrotra
• $QCOM CEO Cristiano Amon
• $GS CEO David Solomon
• $BLK CEO Larry Fink
• $BX CEO Stephen Schwarzman
• $BA CEO Kelly Ortberg
• $GE CEO Larry Culp

[Anuj @anujcodes_21]

🚨 Anthropic just showed a 24-minute workshop on how to actually do prompts for Claude.

Taught by the people who built it.

Free. No registration. No paywall.

I've seen $300 courses that don't cover what they teach in the first 8 minutes.

Watch it and bookmark it now.

[Ondas Inc. @OndasHoldings]

Rotron has successfully demonstrated the SkyLance long-range one-way effector, validating propulsion and system performance for contested environments.

As part of Ondas, this platform supports UK sovereign defense goals and expands export potential for scalable, long-range autonomous systems serving NATO and allied needs. $ONDS

https://t.co/ZB8OI85ees

[AST SpaceMobile @AST_SpaceMobile]

Inside our new Midland facility, purpose-built for high-volume Micron production.

Nearly 500,000 sq. ft. of manufacturing infrastructure in Texas driving automation and scale.

Supporting production of up to six satellites per month, and a launch cadence of every one to two months on average.🚀

The largest commercial phased arrays ever to be deployed in low Earth orbit.

Built in Texas. Connecting the unconnected with space-based cellular broadband. 🌎📶📱

#ASTSpaceMobile #Broadband #ConnectingtheUnconnected #BlueBirds