Avride has been named Autonomous Vehicle Solution of the Year in the 2026 AutoTech Breakthrough Awards! From robotaxis on Dallas roads to delivery robots on sidewalks and campuses, we’re building autonomy for the real world. Multiple applications. A growing impact.

11/9 earnings for $RKLB $ASTS and $NBIS. Essentially 60% of my portfolio reporting in one day.

Pretty much. As of the past few weeks, debt markets have almost entirely shut off access to money for any company that doesn’t have substantial revenue independent of AI data centers. SpaceX closed $40B of debt for GPUs, but we’re investment grade and have Starlink & launch revenue. That means the 200+ neoclouds are going to see guppy-level death and consolidation. Some will make it through, but not many.

Pretty much. As of the past few weeks, debt markets have almost entirely shut off access to money for any company that doesn’t have substantial revenue independent of AI data centers. SpaceX closed $40B of debt for GPUs, but we’re investment grade and have Starlink & launch revenue. That means the 200+ neoclouds are going to see guppy-level death and consolidation. Some will make it through, but not many.

$NBIS I don't know who needs to hear this, but I'll say it again. NOT ALL NEOCLOUDS ARE CREATED EQUAL Source: @SergeyCYW | Compounding Your Wealth.

If 27.6M of you guys send me a dollar, I’m willing to capitulate and save the AI trade 😂😂

The AST SpaceMobile network is taking shape, in orbit and on the ground. Today, over 60 gateways are in various stages of completion, installation and planning worldwide. Initial, intermittent coverage targeted before year-end 2026 in the U.S. and other key markets around the world. A new layer of connectivity, designed to connect directly to the smartphones people already use. 🇺🇸 📶🌎📱 #ASTSpaceMobile #ConnectingtheUnconnected

I don't own $ASTS and not advice, but if you're capitulating just because a stock price went down.. There's little investment thesis or conviction in the first place. People always have multi-year ideas like $RKLB becoming the next $SPCX or AST becoming the next Starlink competitor. Kinda reminiscent of retail favorite names like $HOOD back in 2024, or $NBIS later in 2025... But there's always capitulation periods along the way like the time hedge funds shorted Nebius to $70 in Dec/Jan, after calling it the Neocloud winter. Or the wave of negative analyst DGs on Robinhood on the drop back to $17. Or even macro scares like April 2025. So lot of retail investors never gave their original longs time to play out. Fast forward, a lot of these popular retail names do end up cooking... so kinda sad seeing how quickly sentiment turns.

THE SOVEREIGN AI REVOLUTION IS IN FULL FORCE. We are helping our customers build superintelligence they own, with data they control. McCarthy Building fine-tuned Nemotron in Foundry on labeled RFI data in the Ontology to identify project risks before they escalate, outperforming frontier models at significantly lower cost. Tampa General is using sovereign AI to better protect patient data, keeping sensitive data and model processing local, and fine-tuning Nemotron models to classify LLM traffic against its own risk and privacy standards. NVIDIA is using Palantir AIP and Nemotron to accelerate its own supply chain, shortening the path from wafer to deployment, spotting disruptions before they hit production, and keeping its models under its control. L3Harris is bringing AI workflows in-house and building its own models trained on proprietary data to support critical defense use cases and the warfighter. Ondas is launching Regna AI on Palantir AIP, leveraging open-weight models including NVIDIA Nemotron, to help customers adapt, evaluate, and deploy mission-specialized AI while retaining control of their data, models, and infrastructure.

“Startup companies like Nebius are doing incredibly well.” - @JensenHuang, @nvidia CEO at #NVIDIAGTC Berlin keynote