$RDW: Almost nobody talks about the fact that Redwire has been laying the groundwork for the microgravity research field for decades. Through Made In Space, Redwire put the first 3D printer in orbit back in 2014, built the first commercial manufacturing facility on the ISS, and pioneered in-space manufacturing long before anyone cared. Today, Redwire is flying recurring pharmaceutical crystal growth missions to the ISS every few months. Dozens have already been completed, with many more on the way. It was built in the shadows, while generating real revenue and flight heritage for years. Now the pieces are finally falling into place as microgravity manufacturing emerges as one of space's next killer application. And Redwire remains the undisputed leader.

Woah, $NBIS, $ALAB, and $RKLB got added to Nasdaq 100! Fun to see both Astera, Rocketlab and Weebius grow up from being small companies… Into the largest ones on Nasdaq

Geezus $RKLB joining NASDAQ 100.

$RDW 盘后又是 15%，算上白天的15%，一只票子就贡献了4.5%的整体净值。 我为什么看好Redwire？ 1. 围绕SpaceX IPO的热情，会带动整个商业航天板块情绪大幅升温，Redwire是其中最直接的受益者之一 2. Redwire 市值目前不到5 billion，Q1 2026收入同比增长57.9%，订单积压达4.98亿美元，同比增长71%，反映出政府和商业客户的项目合同持续扩张。 The Globe and Mail Redwire是NASA Artemis登月计划的核心供应商，为猎户座飞船提供光学成像系统、太阳传感器和相机技术；同时也是Lockheed Martin、Boeing、Blue Origin等一线航天企业的零部件供应商。 3. 如果你不确定 $RKLB作为竞争对手是否收益于SpaceX的上市，Redwire则是为整个航天产业卖铲子。每一颗卫星的发射、每一个政府任务的资助、每一个商业星座的扩张，都需要Redwire这类硬件供应商。SpaceX IPO及其催生的更广泛太空投资浪潮，将Redwire直接置于需求加速的轨道上。

$PLTR and $GOOGL announced a strategic AI and data partnership connecting Palantir Foundry and AIP with Google BigQuery and Gemini. Gemini gets closer to real enterprise workflows while Palantir gets broader distribution through Google Cloud.

Palantir is going to $400.

$NVDA JUST IN: NVDA CEO JUST MENTIONED $IREN DURING KEYNOTE AT GTC

Jensen Huang says Vera Rubin is now in full production and the supply chain is already twice the size of Grace Blackwell. $NVDA is officially ramping full AI factory systems with CPUs, GPUs and co-packaged optics built directly into the rack.

$DELL delivered the world’s first $NVDA Vera Rubin NVL72 rack to $CRWV marking the first confirmed shipment of Nvidia’s next-gen AI rack system. The system includes 72 Rubin GPUs, 36 Vera CPUs, 3.6 exaFLOPS of FP4 inference, 75TB of fast memory and 260TB/s of NVLink bandwidth.

There's some things in the market that don't make much sense. $RDDT is the perfect example post-earnings. One of the most profitable names right now with high growth... But if it's related to software or not burning $1T in AI capex, markets don't care?

I still think $RDDT is one of the few non-AI names that is extremely compelling. Just by how fast they’re growing true profitability post-earnings. Honestly still not sure why they’re underperforming the market…

We at @Opendoor will fix this. We are going to stand athwart history and yell stop. We will tilt the world towards homeowners.

Opendoor is one of the most widely held stocks in America. I spoke with CEO Kaz @nejatian about the US economy, housing market, $OPEN, and the importance of retail shareholders. Enjoy!

Homeownership matters. Kids that grow up in homes owned by their parents have better life outcomes. The work @realDonaldTrump did this week on mortgages will improves the lives of tens of thousands of families.

$ONDS I don’t think people realized what just dropped… wow 🤯 🚨 The Air Force Just Confirmed the Entire $ONDS Roadmap. Directly. Explicitly. And line for Line. 🚨 The DoD didn’t release some random “AI note”. They released a full blueprint for Next-Gen Distributed Command and Control, and it reads like they had $ONDS write it. Here’s what’s actually inside the attachments: 1. The DoD is moving away from single-platform systems. No more “one drone, one team, one task.” The Air Force lays out a clear progression. Phase One starts with a single, centralized platform and a full team controlling it. Phase Two expands to multiple platforms running parallel missions with a decentralized structure. And Phase Three evolves into true distributed autonomy… fleets of ten or more platforms managed by only a couple of local operators supported by a small remote cell. That is literally the shift from: “We fly a drone” to “We orchestrate an autonomous network across land, sea, and air.” This is multi-domain autonomy in its purest form. Which company is actually building that? $ONDS. Full stop. 2. The DoD wants real-time AI orchestration across robotic fleets. The document explicitly calls for: - Real-time AI model swaps - Edge inference - Live patching of UAVs mid-mission - Drift detection - Cross-domain tasking - Multi-platform coordinated strikes - ISR → target → strike loops - Autonomous teaming across air and ground This is a “system of systems” military approach Air ground intercept spectrum comms cloud edge. Who built exactly those blocks? Iron Drone (intercept) Roboteam (ground autonomy) Sentrycs (spectrum takeover) FullMAX/Dot16 (comms data pipe) Safe Pro AI (autonomy and embedded compute partner) Apeiro (fiber logistics) Every piece the DoD says they need… $ONDS already owns. 3. “Battle Management of AI” is the entire thesis. One line from the document… “The resultant Battle Management of AI will enable operators to reason through a complex space of competing design factors and mission dependencies to select and deploy AI components compatible with mission conditions.” Translation: A unified C2 layer that controls every autonomous asset… across every domain… in real time. What did we say for months? Unified C2 is the endgame. The platforms are just the arms and legs. The value is in the nervous system. The DoD just printed the same thing in official doctrine. 4. The diagrams show $ONDS architecture, not theory. Look at the attachments: - ISR drone on mission - AI drift detection - Cloud-edge adaptation - Ground robotics integration - Spectrum monitoring - Distributed operator nodes - Multi-platform mission execution - Real-time redeployment That’s not a concept. That’s Iron Drone Roboteam Sentrycs FullMAX working together. The entire visual is an $ONDS ecosystem without the @OndasHoldings logo. 5. Imo THIS is why the whales are slow-burn accumulating. They’re not trading a chart. They’re accumulating the infrastructure layer for a multi-billion-dollar defense transition. The Air Force literally said: - We need distributed autonomy. - We need networked C2. - We need edge AI. - We need cross-domain robotics. - We need intercept takeover ISR ground mobility on one backbone. - We need real-time adaptation and retraining. - We need the ecosystem. Who is the only company building all of that? That is @OndasHoldings Not maybe.Not possibly. Not “speculative upside.” It’s written inDoD language, today. And the Air Force just validated that entire thesis in black and white. LongAF $ONDS

Mama Bull @CathieDWood @flyarcher and @Tesla $ACHR $TSLA are all in Miami. Something is cooking 🍳 @MiamiMayor

I am taking this super seriously. But we try very hard to not announce products before they are ready. When we are ready, we will launch but we won't launch something that sucks.

Clearly a big seller of $IREN was actively working a sell order of tens of millions of shares all day today and picked up pace toward close which suggests they had a number to hit and did in fact hit it. I think the seller was likely the issuer of the covered call for the earlier notes that are being called. They likely had a hedge on and needed to close it out suddenly (retirement of old notes was announced yesterday). They could have also wanted to reduce their liability on the written call by push stock price down. Other culprits could be note holders locking in profits but most likely it was the covered call writer. So price action had nothing to do with fundamentals or dilution, just a big seller who for trading reasons needed to unload a lot of shares. My take away is that given such massive relentless selling more than double the usual daily volume $IREN managed to stay above $40. Toward the close a million shares a minute were being dumped and they were all being absorbed. On a small cap stock. That wasn't retail. Billions of $ worth or $IREN was absorbed by some big accumulator today who were not scared to take everything the seller had to give them. If im right $IREN will complete its new note offerings and again be oversubscribed. The previous note holders will rotate profits in to the new notes. $IREN will have saves shareholders from over 10 million shares of dilution and will have saved itself a bunch of interest and added $2.3B to its cash balance. Will be looking to be back in the high 40s at least sometime next week, maybe the 50s. Then a GW sized deal to be announced in the next two months. Hope you didnt get flushed or discouraged. Big things on the way. If it was easy everyone would be rich.

$IREN Dilution calculation of Dec 2025 Convertibles. > New 2032/2033 convertibles @ $2B, assuming same structure as 2031 convertibles. > Effectively reduces 66M shares down to 31M shares > Possible to zero dilution if they include capped calls like they did with 2031. For the short term, it's in the interests of $IREN to keep price down to let the convertibles goes through at lower price. So I hope they are holding back some good news until this sale is done.

$IREN is the single best way to own the convergence of Bitcoin AI in one ticker. The “Neocloud” thesis in one picture one tweet: They own the land, the substations, the fiber, and the data centers - zero third-party risk, total control, maximum security. Two businesses, one vertically-integrated machine: • Bitcoin mining = cash engine today (already wildly profitable) • AI Cloud / HPC = 5-10× higher margin rocket fuel tomorrow Already building FOUR 50MW liquid-cooled AI data centers for Microsoft Azure. Jonathan Tinter (Microsoft BD lead) on record: “IREN’s expertise makes them a strategic partner.” Power pipeline is absurd: 750 MW live 1,600 MW advanced 2,000 MW total - one of the largest owned power shells on earth that can flip from BTC mining to AI cloud in months. Bitcoin paid for everything. AI cloud is the margin explosion that’s only just starting. You’re effectively getting one of the best independent AI data-center platforms on the planet… for free. $IREN = the ultimate Bitcoin-funded, Microsoft-backed, vertically-integrated Neocloud compounder. Picture source: @ConvictionPoint