◢ Re-poster
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◢ Re-poster
“Only a fool trips on what’s behind them.” — Iceberg Slim ◢ Founder, CEO, Asymmetric Financial & Asymmetric Information
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Wall Street “analysts” truly do not understand how vertically integrated @grok, @cursor_ai, @bot, Origin, @X and @SpaceX are and how it will dominate.
@elonmusk is building the terminal stack for agentic development with an inexpensive frontier model, an elite IDE/cloud platform, a personal AI assistant, source code management for the agentic age, the realtime stream of internet consciousness for data and training and of course the chips, internet connectivity and energy/power behind it all.
I can’t imagine being bearish @SpaceX $SPCX long term here.
@elonmusk is building the terminal stack for agentic development with an inexpensive frontier model, an elite IDE/cloud platform, a personal AI assistant, source code management for the agentic age, the realtime stream of internet consciousness for data and training and of course the chips, internet connectivity and energy/power behind it all.
I can’t imagine being bearish @SpaceX $SPCX long term here.
Seeing @claudeai Fable “apologize” for perpetuating and creating bugs that weren’t there over and over again lately.
@grok 4.6 is not having these issues.
@grok 4.6 is not having these issues.
Bears really don’t want Silver, $SL1, above $67.
When it breaks, expect a major squeeze.
When it breaks, expect a major squeeze.
This https://pump.fun shit is pure comedy.
Wtf are you guys even doing?
Wtf are you guys even doing?
Radon #1?
Interesting.
https://join.pump.fun/HSag/d1mf2niu
Interesting.
https://join.pump.fun/HSag/d1mf2niu
Remember last month when everyone was panicking over the rise in margin debt?
The doomers were wrong. Again.
https://radon.run
The doomers were wrong. Again.
https://radon.run
@FirehawkAero’s key innovation is in how rocket propellant is produced.
A process that normally takes 15–60 days has been reduced to about 6 hours.
6 HOURS.
That breakthrough is what will make Firehawk the third-largest producer of rocket propellant in the country next year.
Listen to CEO @williewockets 👇🏼
A process that normally takes 15–60 days has been reduced to about 6 hours.
6 HOURS.
That breakthrough is what will make Firehawk the third-largest producer of rocket propellant in the country next year.
Listen to CEO @williewockets 👇🏼
$1T in purchase commitments.
6 companies.
$GOOGL $MSFT $META $AMZN $NVDA $ORCL
6 companies.
$GOOGL $MSFT $META $AMZN $NVDA $ORCL
31 Minutes Hold Time
💸 Closed $AAOI 8/14 (Long $150 Put)
+54.54%
Executed with Radon
https://radon.run
💸 Closed $AAOI 8/14 (Long $150 Put)
+54.54%
Executed with Radon
https://radon.run
7 minute Hold Time
💸 Closed $SNDK 8/14 (Long $1600 Put)
+49.00%
Executed with Radon
https://radon.run
💸 Closed $SNDK 8/14 (Long $1600 Put)
+49.00%
Executed with Radon
https://radon.run
9 minute hold
💸 Closed $SNDK 8/14 (Long $1600 Call)
+94.29%
Executed with Radon
https://radon.run
💸 Closed $SNDK 8/14 (Long $1600 Call)
+94.29%
Executed with Radon
https://radon.run
4 Minute Hold Time
💸 Closed $AAOI Risk Reversal 8/14 (Short $130 Put / Long $141 Call)
+432.71%
Executed with Radon
https://radon.run
💸 Closed $AAOI Risk Reversal 8/14 (Short $130 Put / Long $141 Call)
+432.71%
Executed with Radon
https://radon.run
SP 500 Bullish Percent Index is now overbought and at the highest level since July 30, 2025.
Oh you don’t say:
$SPCX - SPACEX: MORGAN STANLEY SEES $300 TARGET, $600 BULL CASE
Morgan Stanley maintains its $300 SpaceX target, with a $600 bull case, following the planned $60B acquisition of AI coding platform Cursor.
Cursor is used by 64%+ of the Fortune 500 and 50,000 enterprises.
Morgan Stanley expects Cursor ARR to hit $8B by year-end and ~$33B by 2030.
Key catalysts include Q3 disclosures, upcoming Grok 4.6/4.7, Grok 5, potential Composer 3, and new ARR updates
$SPCX - SPACEX: MORGAN STANLEY SEES $300 TARGET, $600 BULL CASE
Morgan Stanley maintains its $300 SpaceX target, with a $600 bull case, following the planned $60B acquisition of AI coding platform Cursor.
Cursor is used by 64%+ of the Fortune 500 and 50,000 enterprises.
Morgan Stanley expects Cursor ARR to hit $8B by year-end and ~$33B by 2030.
Key catalysts include Q3 disclosures, upcoming Grok 4.6/4.7, Grok 5, potential Composer 3, and new ARR updates
$MSFT flows continue to be incredibly bullish, post-earnings.
0.12 Put/Call ratio today alone.
0.12 Put/Call ratio today alone.
@allencontrol has been selected for the United States Marine Corps Ground Based Air Defense program, which will see Bullfrog integrated into the service’s most expeditionary counter-drone program of record, the L-MADIS.
Open source wins again (and the hyperscalers will profit again).
Databricks CEO: "We host open-source models such as Kimi and offer them to our customers. Demand has been so strong that we are running out of GPUs across multiple regions. We nearly exhausted our GPU capacity in Asia, and demand is rising in countries including Japan, South Korea, the United States, and India. We, therefore, need to acquire a large number of additional GPUs, which requires significant funding. That demand was what triggered our latest fundraising round: we were inundated with customer requests and needed more GPU capacity. GPUs are extremely expensive to acquire.
Databricks CEO: "We host open-source models such as Kimi and offer them to our customers. Demand has been so strong that we are running out of GPUs across multiple regions. We nearly exhausted our GPU capacity in Asia, and demand is rising in countries including Japan, South Korea, the United States, and India. We, therefore, need to acquire a large number of additional GPUs, which requires significant funding. That demand was what triggered our latest fundraising round: we were inundated with customer requests and needed more GPU capacity. GPUs are extremely expensive to acquire.
@shieldaitech 🤝 @L3HarrisTech
L3Harris and Shield AI complete autonomous electronic warfare flight test
https://shield.ai/l3harris-and-shield-ai-complete-autonomous-electronic-warfare-flight-test/
L3Harris and Shield AI complete autonomous electronic warfare flight test
https://shield.ai/l3harris-and-shield-ai-complete-autonomous-electronic-warfare-flight-test/
@PsiQuantum ✅
Making a massive computer out of light.
https://www.technologyreview.com/2026/07/14/1140356/psiquantum-plan-massive-quantum-computer-out-of-light/
Making a massive computer out of light.
https://www.technologyreview.com/2026/07/14/1140356/psiquantum-plan-massive-quantum-computer-out-of-light/
Rarely do you see market tops with corporate insiders buying this many shares.
XLKETF+0.13%
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