$ONDS 🚨World View awarded a NASA contract on June 29, 2026.
This contract is likely for a small job as its for ~$470K but good to see them working with NASA alongside todays news of raising the IDIQ ceiling.
JUST IN: President Trump on the AI boom:
"I think this is much bigger than the internet. And I'm basing that on numbers. This could be much bigger. Whoever is #1 will win the race. And right now, we are substantially #1"
Microsoft $MSFT just announced Microsoft Frontier Company🚨🛠️
This is a new AI operations business, with over 6,000 employees & $2.5B backing!
This is expected to help their clients with industry expertise, and offer them enterprise level engineering stronger than ever before
Amazon $AMZN plans to begin their Internet connectivity service later this year🛰️🛜
Amazon LEO now has more than 390 satellites deployed after they have just added 29 more!
FUTURUM EQUITIES PODCAST EPISODE #48
Daniel & Shay broke down 5 big themes:
• Alex Carp's interview and what it means for the software trade
• Why the team was adding $PLTR in the $115 range
• Meta compute: threat to neo clouds or SpaceX replay? $NBIS, $CIFR, $CRWV, $WULF
• The memory trade after Meta's announcement: $MU
• OpenAI's 5% government equity deal and what it really signals
Plus a live Q&A, including whether Apple's Chinese memory supplier push is real or pure negotiation theater.
Retail dip-buying is reaching historic extremes:
Average daily equity purchases by retail investors during S&P 500 down days are running at nearly 3.5 times the daily average seen since 2020, the highest on record.
This is +56% higher than during the meme stock mania in 2021.
Year-to-date, retail purchases on down days are 2.3 times larger than on up days.
Even during S&P 500 up days, retail investors purchased nearly 1.5 times the daily average seen since 2020, so far this year, and double the figure posted in 2025.
Individual investors have consistently purchased more equities on down days than on up days in each of the last 7 years.
Retail investors are eager to buy dips.
Like Jensen Huang said, robotics is the next frontier of AI.
When humanoids start to scale, who do you think will supply the buildout?
Vishay Precision Group ( $VPG )
Ouster ( $OUST )
Ambarella ( $AMBA )
Or for those investing in foreign tickers…
Harmonic Drive Systems (TYO: 6324)
LeaderDrive (SHA: 688017)
Personally invested in $VPG. Less competition for sensory, and their closest public competition is 30-35x away ( $HON / $TEL ).
Sets pretty good precedent for VPG.
🚨 cc: $ONDS The US government just officially opened the counter-drone market to every state and local law enforcement agency in America 🚨
The Safer Skies Act just became an operational framework giving clear regulatory pathways for agencies to purchase, deploy, and operate counter-drone technology 🔥
Floodgates are open…