Trump suggests Venezuela could become a US state

Great to see $ASTS touch its 40-month SMA for the first time in over two years and bounce almost perfectly off that level.

Meme Summary of the Anthropic S-1 🥹🌳🙏

The absolute carnage beneath the surface of this market Drawdowns from All-Time Highs across some of the biggest former market/momentum leaders: $OKLO -86% $RGTI -80% $AAOI -71% $IREN -67% $AXTI -63% $AEHR -62% $ALAB -48% $NBIS -47% $INTC -38% $SNDK -47% $MU -29% $HOOD -37% $SKHY -29% $WDC -57% $ASTS -70% $RKLB -65% $BE -45% $GEV -31% $CRDO -52% $MXL -50% $CIEN -49% $ARM -53% $ORCL -63% $VIAV -48% $GLXY -68% $SOXL -72% $KORU -83% $WGMI -63% Destruction across some of the hottest themes and strongest-performing names

GXO announces an expanded partnership with Agility. Digit is headed to @GXOLogistics sites in Statesville, NC, and Lebanon, TN, with deployments expected to begin in early 2027 — building on more than 100,000 totes moved at Flowery Branch, GA. agilityrobotics.com/content/… #Agility #Digit #MadeToWork

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.

EROC deploys modular NG RockBlock generators as turnkey bridge/backup power for data centers. Delivery as little as 6 months, full commissioning typically 12-18 months—far faster than grid or large turbines (5-7 years). Capex far lower (~$1k/kW blended) than Bloom's ~$3.9k/kW. Proven 99.999% reliability, stays useful post-grid as dispatchable/backup, with full O&M. Both solve the speed-to-power bottleneck for AI loads where delays cost billions. BE wins on efficiency, emissions, and permitting ease; EROC on cost and flexibility.

$ASTS -72.5% in less than 5 months. What a fucking disaster.

$SPCX - ELON MUSK PLEDGES $10 BILLION IN SPACEX SHARES TO U.S. CHILDREN Elon Musk says he will give one SpaceX share to every American child next year. With approximately 73 million children and shares valued at $146.03, the pledge could total $10.7 billion.