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Elon Musk says “~90% of $SPCX revenue this year will be commercial” with government revenue falling below 5% in Q4.

Starlink has changed the mix so much that SpaceX really looks more like a connectivity platform rather than a government launch business.

$SPCX just launched USSF-385 on B1100 which is the 100th Falcon 9 Block 5 booster SpaceX has built.

The mission is carrying a classified Space Force payload but the thick fog at Vandenberg made the launch clip look incredible.

$OSS.US ABSOLUTELY CRUSHED THEIR Q3 EARNINGS

• Revenue $12.6M vs Est. $10.9M
• EPS $0.01 vs Est. $0.01
• Gross Margin 43% vs Est. 38%
• YTD book-to-bill reached 1.5x

FY26 Guidance
• Revenue 40% vs. Est. 28%
• Gross Margin 43% vs Est. 41%

$ANTX.US went from -249% operating margins in Q1 2025 to +8% in Q2 2026 which works out to ~$1B in quarterly operating profit.

And it managed to do that while spending ~$10B on R&D in just six months because revenue grew ~29x compared to only ~6x growth in compute spending.

Deutsche Bank estimates $NVDA GB300 GPUs can rent for up to ~$14 an hour versus just $3.50 for H100s with some contracts generating ~$60M per MW annually.

That puts 1 GW of AI compute at ~$48B in annual revenue based on blended pricing which helps explain why securing power is becoming so valuable for $NBIS, $CRWV and $SPCX .

$IREN just secured $363M in financing backed by GPUs already generating revenue under multi-year customer contracts.

Pretty interesting considering all the concerns around AI lending because IREN can now borrow against existing infrastructure to fund its next buildout without having to issue more shares.

$HOOD now has 14 businesses generating over $100M in annualized revenue with prediction markets alone bringing in $173M last quarter and surpassing both stock and crypto trading.

What’s impressive is that Robinhood still posted record revenue despite crypto falling 55% as rest of its business grew ~30% which shows just how much Robinhood has changed.

The FCC just approved $AMZN acquisition of Globalstar which could bring Amazon Leo into satellite-to-phone market while giving it access to Globalstar's existing relationship with $AAPL .

And with $SPCX buying EchoStar spectrum and $ASTS securing its own rights the race is really about controlling the frequencies needed to connect directly to phones.

$SKHY now expects memory demand to outpace supply through 2030 with DRAM demand growing over 20% in 2027 alone.

That's also pretty significant for $MU and Samsung because producing more HBM takes up capacity for regular DRAM just as AI agents are driving demand for both.

$SKHY ABSOLUTELY CRUSGED THEIR Q3 EARNINGS

• Revenue: $78.9B vs. Est. $74.8B
• Operating profit: $62.8B vs. Est. $58.5B
• Gross Margin: 86% vs. Est. 85%
• DRAM ASP: +28% QoQ
• NAND ASP: +25% QoQ
• Cash: $86.3B

Q4 Guidance
• DRAM shipments: +25% QoQ
• NAND shipments: +5% QoQ

FY27 Guidance
• DRAM demand: +25% YoY
• NAND demand: +18% YoY

Signed 5-year LTAs with 14 major customers securing over 50% of its 2027 and 2028 capacity.

Wild to see $STXX profits grow ~17x in less than 3 years which is pretty remarkable for a hard drive company.

But makes more sense when you realize most of its nearline storage is already booked into 2028 while HAMR lets Seagate sell more capacity without shipping more drives.

$HOOD Q3 EARNINGS

• Revenue $1.42B vs Est. $1.43B
• EPS $0.51 vs Est. $0.55
• EBITDA $808M vs Est. $766M
• Total Platform Assets: $396B (+19% YoY)
• Gold Subscribers: 5.2M (+34% YoY)
• ARPU: $200 (+5% YoY)

One thing getting overlooked in $HOOD quarter is options revenue hitting a record $399M while stock trading revenue grew 41%.

Even with all the new businesses options still account for ~46% of transaction revenue which shows how much Robinhood's core trading business continues to drive growth.

$BABA , Tencent and ByteDance are reportedly pushing $SKHY and Samsung for memory contracts lasting up to 10 years through 2035 instead of the usual 3 to 5 years.

Really interesting see how they're trying to lock up DDR5 and LPDDR5 rather than HBM which suggests shortage is spreading beyond AI accelerators and could give memory makers years of demand visibility.

Holy moly $SOFI just laid out a path to 100M products and at least $8B in annual revenue across 15 businesses by 2030.

That essentially implies ~36% annual product growth through rest of the decade 🤯

Jensen Huang says “AI agents represent a new computing paradigm” as $NVDA expands its partnership with $META to power Muse agents for billions of users.

What's interesting is Zuck wants Muse to generate more revenue per user than Meta's core apps while improving cost efficiency 10x yet Meta is leaning further into Nvidia's hardware and software despite building its own chips.

$CRWV is expanding into Denmark and building a global AI network connecting its data centers by mid-2027.

The bigger opportunity is using that network to capture regional inference and sovereign AI demand while moving into higher-margin cloud services.

$BEB now you know why I said this?

Retested the breakdown and bearish unless closes back inside the pattern above 215-220 on D1 basis (Chart is W1 though)

For me, below 192, this targets 160-165 easily..

$NBIS that it has hit a confluent resistance at 165 with SMA200 on M30 and a local high.

It has retraced since then, almost 8% and is now lookin to bounce off this diagonal support.

I am still bearish and feel if get another bounce towards 160-162 zone, we get a rejection a break below 150 then!!

$SPCX is at a make or break zone..

Below 140, this would be bearish while above 152, this cane easily give a 8-9% move inside the triangle