Joe Hill retweeted
Mission success! Repeat customer @QPS_Inc has made contact with its latest QPS-SAR satellite following their tenth ride on Electron.
We are proud to be the primary launcher for the Japan-based Earth imaging company's commercial synthetic aperture radar (SAR) constellation.
Up next: Our 100th Electron launch.
Joe Hill retweeted
LOx fueling has begun for our 99th Electron launch in just 1.5 hours' time.
Range Control update from Launch Complex 1 in New Zealand:
🌤️ Weather: 90% GO.
⏱️ Lift-off: Scheduled for 05:41am NZ local time. 16:41 UTC.
Joe Hill retweeted
Giving future space missions a leg up. Or an arm, rather.
Rocket Lab Robotics developed a robotic arm with @NASA that can walk across spacecraft, use tools, and perform repairs and upgrades in orbit.
It launches on NASA's Fly Foundational Robots mission in late 2027. rocketlabcorp.com/updates/a-…
Joe Hill retweeted
The market is punishing neoclouds after the Magnificent Seven earnings, even though all the CEOs are telling us they don’t have enough compute capacity to meet demand. Google literally told us yesterday that it began using third-party compute capacity at the end of Q3 and plans to increase usage in Q4, even though that will put pressure on its margins.
Think about that for a second. This multi-trillion-dollar company is willing to accept lower margins to secure more compute so it can serve more customers and generate more revenue. They see it as a necessity. For the companies that can supply that capacity on time, I see this as very bullish.
Joe Hill retweeted
Less than a week ago our 98th Electron delivered mission success for @hawkeye360 with another flawless launch.
Up next: Our 99th launch is scheduled next week and our 100th rocket is close behind, scheduled for delivery to Launch Complex 1 soon.
Joe Hill retweeted
CPI comes in 0.1% hot and the market is printing a HCL.
Meanwhile twitter is melting down... How do they honestly live like this.
Just get some cycles in your life. This pullback was expected days ago. Likely reverses by Friday.
Top C
Joe Hill retweeted
$KEEL Allentown
Data center clears Allentown planners despite public opposition, heads to city council
wfmz.com/news/area/lehighval…
Joe Hill retweeted
The same people who told you the climate and COVID were going to kill you are now telling you that software is going to kill you in ways they can’t describe, can’t predict, and can’t stop.
I am not falling for it and neither should you.
I explained on @FoxBusiness today.
Joe Hill retweeted
Translation: our gross margins are getting competed down to 0 by open source models and our capex burn rate is too high.
Let’s maintain our margins with regulatory capture, ban open source models, and slow down the capex arms race. All with a virtue signaling cherry on top.
We Must Pace the Frontier: I’ve written a new essay on why the AI industry should slow down, with a three-part plan for doing so.
Anthropic is unilaterally committing to the first of these steps. We’ll provide third-party evaluators with permanent, employee-level access to our systems, so that they can verify adherence to our safety measures, report on incidents, and assess models’ alignment during training.
You can read the full post here: darioamodei.com/post/we-must…
Joe Hill retweeted
No one else is talking about this.
I'm more than happy to be the only one.
This is CPI inflation for all items less energy.
The August data just came in at +2.47% YoY, the lowest reading since March 2021 (+1.91%).
There is NO inflation problem, as far as the Fed is concerned.
Joe Hill retweeted
📢 WhiteFiber Announces Second Quarter 2026 Earnings Conference Call: August 12th, 2026 9am ET.
Details 👉 whitefiber.com/news?id=40
$WYFI
Joe Hill retweeted
$WYFI tick tock
Very soon.
Patience will be rewarded.
I've been through many Wave 2s...
This won't be the last.
Joe Hill retweeted
Green Monday loading probably?
Feels like everyone left and gave up at this point... major bottoming signs IMO. 🫡
$QQQ Nasdaq just made a lower low but it's even closer to weekly gold now, as I highlighted at the start of the week.
No need for FOMO.
There's always another trade.
The market prints hundreds of setups every week. If you miss one, another's coming.
It's not cope. Just the actual math of a market with thousands of tickers.
And I think the probability of high quality setups has increased dramatically with everything dropping so fast.
My best trades found me when I was calm and prepared.
Not when I was refreshing the chart hoping for a wick...
So yes, it's been a VERY tough week.
But we just have to continue respecting the charts and fundamentals... then come back stronger than ever before. 🫡
